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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 Q3 2023 · Filed August 9, 2023 · Accession 0000829407-23-000004

Total Value
$1.62B
Positions
937
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200182,847$81.5M5.05%
2SPDR S&P 500 ETF TRSPY180,420$80.3M4.98%
3APPLE INCAAPL318,450$61.8M3.83%
4SPDR S&P MIDCAP 400 ETF TRMDY109,853$52.8M3.27%
5MICROSOFT CORPMSFT147,564$50.3M3.12%
6J P MORGAN EXCHANGE TRADED F46641Q837877,434$44.0M2.73%
7COCA COLA COKO570,747$34.6M2.15%
8ALPHABET INCGOOG263,596$31.9M1.98%
9ISHARES TR464287622101,028$24.6M1.53%
10HOME DEPOT INCHD77,603$24.1M1.49%
11VANGUARD SCOTTSDALE FDS92206C409307,796$23.3M1.44%
12INVESCO EXCHANGE TRADED FD TIVZ145,411$21.8M1.35%
13MERCK & CO INCMRK183,053$21.3M1.32%
14JOHNSON & JOHNSONJNJ120,675$20.0M1.24%
15AMAZON COM INCAMZN150,433$19.6M1.22%
16VANGUARD SPECIALIZED FUNDS921908844113,238$18.5M1.15%
17ADOBE SYSTEMS INCORPORATEDADBE35,872$17.5M1.09%
18VANGUARD SCOTTSDALE FDS92206C102290,595$16.8M1.04%
19PEPSICO INCPEP89,938$16.7M1.03%
20VISA INCV67,936$16.1M1.00%
21ALPHABET INCGOOG129,511$15.5M0.96%
22VANGUARD INDEX FDS92290875174,856$14.9M0.92%
23PIMCO ETF TR72201R833146,616$14.6M0.91%
24FISERV INCFISV114,499$14.4M0.90%
25LILLY ELI & COLLY30,444$14.3M0.89%
26EQUIFAX INCEFX56,840$13.4M0.83%
27JPMORGAN CHASE & COVYLD86,986$12.7M0.78%
28ABBOTT LABSABLZF115,492$12.6M0.78%
29ISHARES TR46428761444,929$12.4M0.77%
30BANK AMERICA CORP060505104415,787$11.9M0.74%
31WALMART INCWMT75,417$11.9M0.73%
32VANGUARD INDEX FDS92290862953,415$11.8M0.73%
33COPART INCCPRT126,220$11.5M0.71%
34PROCTER AND GAMBLE CO74271810975,672$11.5M0.71%
35VANGUARD INDEX FDS92290836327,301$11.2M0.69%
36ISHARES TR464287804108,118$10.8M0.67%
37GENUINE PARTS COGPC60,061$10.2M0.63%
38SELECT SECTOR SPDR TR81369Y80357,346$10.0M0.62%
39ISHARES TR46428759861,677$9.7M0.60%
40ISHARES TR46428750737,134$9.7M0.60%
41MASTERCARD INCORPORATEDMA24,305$9.6M0.59%
42ABBVIE INCABBV67,985$9.2M0.57%
43EXXON MOBIL CORPXOM84,868$9.1M0.56%
44MARRIOTT INTL INC NEW57190320249,237$9.0M0.56%
45ISHARES TR46428752317,637$8.9M0.55%
46TJX COS INC NEW872540109103,370$8.8M0.54%
47BERKSHIRE HATHAWAY INC DELBRK-A25,435$8.7M0.54%
48ANALOG DEVICES INCADI43,986$8.6M0.53%
49CHEVRON CORP NEWCVX52,868$8.3M0.52%
50STRYKER CORPORATIONSYK26,797$8.2M0.51%
51VANGUARD WORLD FDS92204A30670,567$8.0M0.50%
52MCDONALDS CORPMCD26,870$8.0M0.50%
53PARKER-HANNIFIN CORPPH20,113$7.8M0.49%
54AMETEK INCAME46,667$7.6M0.47%
55INTUITIVE SURGICAL INCISRG22,046$7.5M0.47%
56GOLDMAN SACHS GROUP INCGSCE22,109$7.1M0.44%
57CISCO SYS INCCSCO137,273$7.1M0.44%
58THERMO FISHER SCIENTIFIC INCTMO13,511$7.1M0.44%
59COSTCO WHSL CORP NEW22160K10512,599$6.8M0.42%
60INTUITINTU13,808$6.3M0.39%
61MORGAN STANLEYMS-PQ72,855$6.2M0.39%
62INTERCONTINENTAL EXCHANGE IN45866F10454,347$6.1M0.38%
63BOEING COBA-PA28,532$6.0M0.37%
64NEXTERA ENERGY INCNEE-PW79,157$5.9M0.36%
65IQVIA HLDGS INCIQV25,974$5.8M0.36%
66ISHARES TR46428710127,667$5.7M0.36%
67BERKSHIRE HATHAWAY INC DELBRK-A11$5.7M0.35%
68CDW CORPCDW30,825$5.7M0.35%
69MID-AMER APT CMNTYS INC59522J10336,329$5.5M0.34%
70DANAHER CORPORATION23585110222,916$5.5M0.34%
71EDWARDS LIFESCIENCES CORPEW58,339$5.5M0.34%
72AMERISOURCEBERGEN CORPCOR27,996$5.4M0.33%
73VULCAN MATLS CO92916010923,813$5.4M0.33%
74UNITEDHEALTH GROUP INCUNH11,129$5.3M0.33%
75ISHARES TR46432F84275,960$5.1M0.32%
76DEERE & CODE12,458$5.1M0.31%
77MARKEL GROUP INCMKL3,641$5.0M0.31%
78TRUIST FINL CORP89832Q109162,226$4.9M0.31%
79INVESCO EXCH TRD SLF IDX FDIVZ238,270$4.9M0.30%
80QUALCOMM INCQCOM41,135$4.9M0.30%
81UNITED RENTALS INCURI10,851$4.8M0.30%
82APPLIED MATLS INC03822210532,465$4.7M0.29%
83UMH PPTYS INC903002103285,956$4.6M0.28%
84PFIZER INCPFE123,894$4.5M0.28%
85INVESCO EXCH TRD SLF IDX FDIVZ214,087$4.5M0.28%
86NATIONAL VISION HLDGS INCEYE185,000$4.5M0.28%
87VANGUARD SCOTTSDALE FDS92206C87056,398$4.5M0.28%
88VANGUARD INDEX FDS92290874430,428$4.3M0.27%
89SOUTHERN COSOMN60,939$4.3M0.27%
90SPDR DOW JONES INDL AVERAGE78467X10912,302$4.2M0.26%
91RIO TINTO PLCRTNTF66,397$4.2M0.26%
92BROADCOM INCAVGO4,773$4.1M0.26%
93GLOBAL X FDS37954Y673129,121$4.1M0.25%
94NIKE INCNKE36,668$4.1M0.25%
95NVR INCNVR619$3.9M0.24%
96LOCKHEED MARTIN CORPLMT8,403$3.9M0.24%
97DIAGEO PLCDGEAF22,246$3.9M0.24%
98ISHARES TR46428765520,604$3.9M0.24%
99ROPER TECHNOLOGIES INCROP7,933$3.8M0.24%
100INVESCO EXCHANGE TRADED FD TIVZ73,977$3.7M0.23%
101BERKLEY W R CORPWRB-PH62,240$3.7M0.23%
102PPG INDS INC69350610724,929$3.7M0.23%
103REPUBLIC SVCS INC76075910024,043$3.7M0.23%
104TIDEWATER INC NEWTDGMW66,580$3.7M0.23%
105HONEYWELL INTL INC43851610617,677$3.7M0.23%
106CINTAS CORPCTAS6,928$3.4M0.21%
107TEXAS INSTRS INC88250810418,814$3.4M0.21%
108TARGET CORPTGT25,658$3.4M0.21%
109MASCO CORPMAS58,541$3.4M0.21%
110UNITED PARCEL SERVICE INCUPS18,709$3.4M0.21%
111MARVELL TECHNOLOGY INCMRVL56,001$3.3M0.21%
112SPDR GOLD TRGLD18,752$3.3M0.21%
113ORACLE CORPORCL-PD26,775$3.2M0.20%
114UNION PAC CORPUNP15,532$3.2M0.20%
115ADVANCED MICRO DEVICES INCAMD27,611$3.1M0.19%
116MCKESSON CORPMCK7,262$3.1M0.19%
117PULTE GROUP INC74586710139,742$3.1M0.19%
118AUTOZONE INCAZO1,220$3.0M0.19%
119SKYWORKS SOLUTIONS INCSWKS27,407$3.0M0.19%
120SCHWAB CHARLES CORPSCHW-PJ53,287$3.0M0.19%
121ACCENTURE PLC IRELANDACN9,768$3.0M0.19%
122DUKE ENERGY CORP NEWDUKB33,416$3.0M0.19%
123GRACO INCGGG34,342$3.0M0.18%
124ISHARES TR46436E882118,687$2.9M0.18%
125ISHARES TR46436E874123,349$2.9M0.18%
126MARTIN MARIETTA MATLS INC5732841066,228$2.9M0.18%
127NVIDIA CORPORATIONNVDA6,714$2.8M0.18%
128INTERNATIONAL BUSINESS MACHSINTR20,861$2.8M0.17%
129VANGUARD INDEX FDS9229087369,740$2.8M0.17%
130S&P GLOBAL INCSPGI6,728$2.7M0.17%
131INVESCO EXCHANGE TRADED FD TIVZ34,050$2.6M0.16%
132CARMAX INCKMX30,929$2.6M0.16%
133CBRE GROUP INCCBRE31,777$2.6M0.16%
134DISNEY WALT CO25468710628,495$2.5M0.16%
135WEYERHAEUSER CO MTN BEWY74,708$2.5M0.16%
136VANGUARD INDEX FDS92290855329,616$2.5M0.16%
137SPDR SER TR78464A76320,268$2.5M0.15%
138WELLS FARGO CO NEW94974610158,061$2.5M0.15%
139INVESCO EXCH TRD SLF IDX FDIVZ122,235$2.5M0.15%
140DIMENSIONAL ETF TRUST25434V40150,232$2.4M0.15%
141RAYTHEON TECHNOLOGIES CORPRTX24,264$2.4M0.15%
142WILLIS TOWERS WATSON PLC LTDWTW9,529$2.3M0.14%
143MONDELEZ INTL INC60920710530,040$2.2M0.14%
144LOWES COS INC5486611079,565$2.2M0.13%
145BANK AMERICA CORP0605056821,812$2.2M0.13%
146CONSTELLATION BRANDS INCSTZ8,722$2.1M0.13%
147EXXON MOBIL CORPXOM19,928$2.1M0.13%
148ISHARES TR46428815820,359$2.1M0.13%
149AMERICAN EXPRESS COAXP12,146$2.1M0.13%
150CVS HEALTH CORPCVS30,568$2.1M0.13%
151ISHARES TR46428861220,005$2.1M0.13%
152ILLINOIS TOOL WKS INC4523081098,183$2.1M0.13%
153LKQ CORPLKQ34,968$2.0M0.13%
154VERIZON COMMUNICATIONS INCVZ53,873$2.0M0.12%
155SELECT SECTOR SPDR TR81369Y88629,487$1.9M0.12%
156BECTON DICKINSON & COBDX7,298$1.9M0.12%
157VANGUARD WORLD FDS92204A2079,423$1.8M0.11%
158STARBUCKS CORPSBUX18,146$1.8M0.11%
159GLOBAL PMTS INC37940X10218,113$1.8M0.11%
160TRAVELERS COMPANIES INCTRV10,266$1.8M0.11%
161NORFOLK SOUTHN CORP6558441087,839$1.8M0.11%
162BROOKFIELD RENEWABLE CORPBEPC54,727$1.7M0.11%
163PHILIP MORRIS INTL INC71817210917,413$1.7M0.11%
164IDEX CORP45167R1047,972$1.7M0.11%
165INVESCO EXCHANGE TRADED FD TIVZ10,426$1.7M0.11%
166SPDR SER TR78464A69841,596$1.7M0.11%
167ISHARES TR46428766321,369$1.7M0.10%
168TESLA INCTSLA6,304$1.7M0.10%
169SPDR SER TR78464A75531,845$1.6M0.10%
170DIMENSIONAL ETF TRUST25434V50028,747$1.6M0.10%
171SITEONE LANDSCAPE SUPPLY INCSITE9,000$1.5M0.09%
172DIMENSIONAL ETF TRUST25434V60932,030$1.5M0.09%
173COLGATE PALMOLIVE COCL19,201$1.5M0.09%
174ISHARES TR46428745718,213$1.5M0.09%
175DARLING INGREDIENTS INCDAR22,838$1.5M0.09%
176SYNOPSYS INCSNPS3,230$1.4M0.09%
177PRINCIPAL FINANCIAL GROUP INPFG17,946$1.4M0.08%
178BRISTOL-MYERS SQUIBB COCELG-RI21,271$1.4M0.08%
179NETFLIX INCNFLX3,063$1.3M0.08%
180ISHARES TR46436E86658,322$1.3M0.08%
181NASDAQ INCNDAQ25,989$1.3M0.08%
182AIR PRODS & CHEMS INCAIIR4,295$1.3M0.08%
183UNIVERSAL DISPLAY CORPOLED8,918$1.3M0.08%
184WELLS FARGO CO NEW9497468041,100$1.3M0.08%
185PACCAR INCPCAR14,642$1.2M0.08%
186SELECT SECTOR SPDR TR81369Y30816,438$1.2M0.08%
187OREILLY AUTOMOTIVE INC67103H1071,275$1.2M0.08%
188SOUTHSTATE CORPORATIONSSB18,294$1.2M0.07%
189NXP SEMICONDUCTORS N VNXPI5,849$1.2M0.07%
190AMERIS BANCORPABCB34,522$1.2M0.07%
191METTLER TOLEDO INTERNATIONALMTD901$1.2M0.07%
192VANGUARD MUN BD FDS92290774623,264$1.2M0.07%
193NORTHROP GRUMMAN CORPNOC2,512$1.1M0.07%
194SHOPIFY INCSHOP17,533$1.1M0.07%
195OMNICOM GROUP INCOMC11,716$1.1M0.07%
196SELECT SECTOR SPDR TR81369Y50613,823$1.1M0.07%
197INTEL CORPINTC33,338$1.1M0.07%
198MARATHON PETE CORPMARA9,441$1.1M0.07%
199AUTOMATIC DATA PROCESSING INADP4,946$1.1M0.07%
200VANGUARD INDEX FDS9229086116,514$1.1M0.07%
201VANGUARD INDEX FDS9229087694,869$1.1M0.07%
202VANGUARD BD INDEX FDS92193782714,005$1.1M0.07%
203OLD DOMINION FREIGHT LINE INODFL2,824$1.0M0.06%
204DIAMONDBACK ENERGY INCFANG7,911$1.0M0.06%
205STATE STR CORPSTT-PG14,000$1.0M0.06%
206SLR INVESTMENT CORPSLRC72,245$1.0M0.06%
207SELECT SECTOR SPDR TR81369Y60530,484$1.0M0.06%
208BOOKING HOLDINGS INCBKNG380$1.0M0.06%
209AT&T INCT-PC64,138$1.0M0.06%
210EASTMAN CHEM COEMN12,100$1.0M0.06%
211MERCADOLIBRE INCMELI861$1.0M0.06%
212LAMB WESTON HLDGS INCLW8,855$1.0M0.06%
213ISHARES TR46428875211,913$1.0M0.06%
214TRANE TECHNOLOGIES PLCTT5,298$1.0M0.06%
215HUNTINGTON INGALLS INDS INC4464131064,418$1.0M0.06%
216META PLATFORMS INCMETA3,460$992,9510.06%
217AMERICAN INTL GROUP INC02687478416,825$968,1110.06%
218VANGUARD INTL EQUITY INDEX F9220427429,980$967,8220.06%
219AFLAC INCAFL13,547$945,6110.06%
220WISDOMTREE TRWT22,170$932,2470.06%
221WEST PHARMACEUTICAL SVSC INC9553061052,400$917,9280.06%
222INVESCO EXCH TRD SLF IDX FDIVZ48,238$913,8690.06%
223OSHKOSH CORPOSK10,521$911,0140.06%
224ASML HOLDING N VASMLF1,231$892,1680.06%
225ISHARES TR46428746512,298$891,6050.06%
226WINNEBAGO INDS INC97463710013,200$880,3080.05%
227LAM RESEARCH CORPLRCX1,365$879,8590.05%
228CADENCE DESIGN SYSTEM INCCDNS3,751$879,6850.05%
229ZOETIS INCZTS5,080$874,8270.05%
230KIMBERLY-CLARK CORPKMB6,211$864,8390.05%
231DOVER CORPDOV5,836$861,6860.05%
232MEDTRONIC PLCMDT9,514$843,7720.05%
233NOVARTIS AGNVSEF8,267$834,2530.05%
234INVESCO QQQ TRIVZ2,240$828,7550.05%
235SPDR SER TR78468R20026,948$827,0350.05%
236WALGREENS BOOTS ALLIANCE INC93142710828,889$823,0480.05%
237PALO ALTO NETWORKS INCPANW3,170$809,9670.05%
238DOLLAR TREE INCDLTR5,644$809,9140.05%
2393M COMMM8,056$806,3260.05%
240TOPBUILD CORPBLD3,000$798,0600.05%
241LIVE NATION ENTERTAINMENT INLYV8,753$797,4860.05%
242WORKDAY INCWDAY3,499$790,3900.05%
243ISHARES TR46428868725,499$788,6850.05%
244EMERSON ELEC COEMR8,442$763,0730.05%
245CHUBB LIMITEDCB3,952$762,6760.05%
246PLANET FITNESS INCPLNT11,307$762,5450.05%
247NOVO-NORDISK A SNONOF4,698$760,2790.05%
248CARRIER GLOBAL CORPORATIONCARR15,095$753,1660.05%
249AMGEN INCAMGN3,373$748,8740.05%
250ALLEGIANT TRAVEL COALGT5,908$746,0630.05%
251US BANCORP DELUSB-PS22,257$746,0530.05%
252WEC ENERGY GROUP INCWEC8,414$742,4520.05%
253FORTIVE CORPFTV9,870$737,9800.05%
254NATIONAL FUEL GAS CONFG14,178$734,8710.05%
255YUM BRANDS INCYUM5,202$720,7380.04%
256VANGUARD STAR FDS92190976812,334$691,6710.04%
257ISHARES TR4642877216,329$689,0550.04%
258L3HARRIS TECHNOLOGIES INCLHX3,513$687,7410.04%
259METLIFE INCMET-PF12,042$680,7350.04%
260ISHARES TR4642874735,795$636,5420.04%
261KEYCORP49326710868,225$630,3990.04%
262IDEXX LABS INC45168D1041,250$627,7880.04%
263SELECT SECTOR SPDR TR81369Y7045,794$621,8130.04%
264CRANE COMPANYCR6,975$621,6120.04%
265ISHARES TR4642873098,799$620,1880.04%
266EATON CORP PLCETN3,046$612,5510.04%
267V F CORPVFC31,662$604,4280.04%
268HILTON WORLDWIDE HLDGS INCHLT4,012$583,9470.04%
269CATERPILLAR INCCAT2,345$577,0110.04%
270LOEWS CORPL9,637$572,2620.04%
271IRON MTN INC DEL46284V1019,894$568,2970.04%
272ISHARES TR4642877622,000$560,5050.03%
273BLACKROCK INCBLK807$557,7500.03%
274ISHARES TR4642886614,785$551,5200.03%
275MARSH & MCLENNAN COS INC5717481022,927$550,5110.03%
276ISHARES TR4642876303,872$545,1650.03%
277HUBBELL INCHUBB1,607$532,8170.03%
278DIMENSIONAL ETF TRUST25434V80716,195$531,9990.03%
279GENERAC HLDGS INCGNRC3,565$531,6490.03%
280LULULEMON ATHLETICA INCLULU1,396$528,3860.03%
281WISDOMTREE TRWT5,585$522,4340.03%
282VANGUARD INDEX FDS9229085123,725$515,4660.03%
283DEXCOM INCDXCM4,003$514,4260.03%
284SALESFORCE INCCRM2,409$508,9260.03%
285OTIS WORLDWIDE CORPOTIS5,717$508,8710.03%
286GALLAGHER ARTHUR J & CO3635761092,300$505,0110.03%
287ISHARES TR4642894383,161$501,2090.03%
288DENTSPLY SIRONA INCXRAY12,479$501,1060.03%
289SCHLUMBERGER LTDSLB10,100$498,6370.03%
290REGIONS FINANCIAL CORP NEWRF-PF27,553$496,5060.03%
291ROCKWELL AUTOMATION INCROK1,507$496,3900.03%
292GENERAL ELECTRIC CO3696043014,425$486,1150.03%
293CONOCOPHILLIPSCOP4,646$484,1650.03%
294ISHARES TR4642875726,256$475,8320.03%
295VANECK ETF TRUST92189F10615,745$474,0820.03%
296SHERWIN WILLIAMS COSHW1,785$473,9540.03%
297INVESCO EXCHANGE TRADED FD TIVZ5,273$471,6880.03%
298CRACKER BARREL OLD CTRY STOR22410J1065,052$470,7460.03%
299PAYCHEX INCPAYX4,200$469,8540.03%
300SHELL PLCRYDAF7,731$466,7980.03%
301PROSHARES TR74348A4674,929$464,7070.03%
302VANGUARD TAX-MANAGED FDS92194385810,034$463,3710.03%
303ALTRIA GROUP INCMO9,920$458,7010.03%
304SELECT SECTOR SPDR TR81369Y2093,376$448,0990.03%
305MANULIFE FINL CORP56501R10623,574$445,7850.03%
306TD SYNNEX CORPORATIONSNX4,698$441,6120.03%
307CHURCH & DWIGHT CO INCCHD4,345$435,4600.03%
308DOMINION ENERGY INCD8,328$431,3110.03%
309ROSS STORES INCROST3,782$424,0760.03%
310SPOTIFY TECHNOLOGY S ASPOT2,632$422,5680.03%
311ISHARES TR4642874995,776$421,8400.03%
312PROSHARES TR74347B42530,000$416,4000.03%
313FIDELITY COVINGTON TRUST3160926006,594$416,2140.03%
314YUM CHINA HLDGS INCYUMC7,325$413,8630.03%
315ISHARES TR4642876481,696$411,4480.03%
316SYSCO CORPSYY5,333$395,7090.02%
317FIDELITY NATL INFORMATION SV31620M1067,200$393,8400.02%
318CRANE NXT COCXT6,975$393,6690.02%
319AGILENT TECHNOLOGIES INCA3,260$392,7490.02%
320VANGUARD WHITEHALL FDS9219464063,684$390,7620.02%
321HERSHEY COHSY1,555$388,2840.02%
322SPDR SER TR78468R5563,000$386,4900.02%
323VICI PPTYS INC92565210911,908$378,9130.02%
324VANGUARD INTL EQUITY INDEX F9220428589,282$377,6060.02%
325NUCOR CORPNUE2,290$376,6830.02%
326SELECT SECTOR SPDR TR81369Y8525,769$375,4470.02%
327INVESCO EXCH TRD SLF IDX FDIVZ18,062$371,5360.02%
328M & T BK CORP55261F1042,990$370,0430.02%
329TRANSDIGM GROUP INCTDG413$369,2930.02%
330HAVERTY FURNITURE COS INC41959620012,465$367,5930.02%
331PEMBINA PIPELINE CORPPPLOF11,575$363,9180.02%
332VANGUARD SCOTTSDALE FDS92206C4094,686$354,5430.02%
333CSX CORPCSX10,350$352,9350.02%
334VANGUARD WORLD FDS92204A1081,232$349,5750.02%
335INVESCO ACTIVELY MANAGED ETFIVZ6,971$346,0410.02%
336SELECT SECTOR SPDR TR81369Y4072,033$345,2240.02%
337PAYPAL HLDGS INCPYPL5,172$345,1280.02%
338ISHARES TR4642875562,645$335,8100.02%
339LAUDER ESTEE COS INC5184391041,705$334,8280.02%
340GENERAL MLS INC3703341044,342$333,0320.02%
341INTERPUBLIC GROUP COS INCINTR8,500$327,9300.02%
342MODERNA INCMRNA2,692$327,0780.02%
343DISCOVER FINL SVCS2547091082,789$325,8950.02%
344CORNING INCGLW9,296$325,7440.02%
345ZEBRA TECHNOLOGIES CORPORATIZBRA1,100$325,4130.02%
346J P MORGAN EXCHANGE TRADED F46641Q3325,610$310,4020.02%
347SPDR SER TR78464A8883,794$304,6500.02%
348XCEL ENERGY INCXELLL4,832$302,9190.02%
349LENNAR CORPLEN-B2,415$302,6240.02%
350REGENCY CTRS CORP7588491034,754$296,7450.02%
351CANADIAN PACIFIC KANSAS CITYCP3,609$292,0200.02%
352ISHARES INC4642866656,900$291,4560.02%
353EBAY INC.EBAY6,516$291,2010.02%
354INSTALLED BLDG PRODS INC45780R1012,000$280,3200.02%
355HOWARD HUGHES CORPHHH3,500$276,2200.02%
356ISHARES INC46434G1035,545$273,3140.02%
357ELEVANCE HEALTH INCELV615$273,0200.02%
358ALCON AGALC3,325$273,0160.02%
359ECOLAB INCECL1,451$271,8380.02%
360VALERO ENERGY CORPVLO2,304$270,2600.02%
361STERIS PLCSTE1,200$269,9760.02%
362HOME DEPOT INCHD850$264,0440.02%
363ISHARES TR46432F3391,947$262,5920.02%
364ISHARES TR4642872262,650$259,5680.02%
365INVESCO QQQ TRIVZ700$258,5940.02%
366ISHARES TR4642871682,247$254,5860.02%
367ISHARES TR4642882405,110$251,5150.02%
368DELTA AIR LINES INC DELDAL5,264$250,2510.02%
369COMCAST CORP NEWCCZ6,020$250,1310.02%
370SOUTHWEST AIRLS CO8447411086,851$249,3080.02%
371GRAINGER W W INC384802104316$249,1950.02%
372SERVISFIRST BANCSHARES INCSFBS6,000$247,2000.02%
373MIDDLEBY CORPMIDD1,669$246,7290.02%
374ADOBE SYSTEMS INCORPORATEDADBE500$244,4950.02%
375SCHWAB STRATEGIC TR8085242014,604$241,1120.01%
376DARDEN RESTAURANTS INCDRI1,436$239,9270.01%
377NNN REIT INCNNN5,587$239,0790.01%
378SMUCKER J M CO8326964051,615$238,4560.01%
379ENCOMPASS HEALTH CORPEHC3,500$237,5100.01%
380CLOROX CO DELCLX1,493$237,4470.01%
381PHILLIPS 66PSX2,488$237,3060.01%
382SPDR SER TR78464A8702,850$237,1200.01%
383FIDELITY NATIONAL FINANCIALFNF6,500$234,0000.01%
384INVESCO EXCH TRADED FD TR IIIVZ2,852$228,1410.01%
385ROBERT HALF INTL INCRHI3,000$225,6600.01%
386REALTY INCOME CORPO3,738$224,4770.01%
387FISERV INCFISV1,759$221,8980.01%
388HEICO CORP NEWHEI-A1,238$219,1760.01%
389ACTIVISION BLIZZARD INC00507V1092,592$218,5060.01%
390VANGUARD INDEX FDS9229087511,087$216,1940.01%
391AMERICAN WTR WKS CO INC NEW0304201031,500$214,1250.01%
392SYNOVUS FINL CORP87161C5016,978$213,7370.01%
393THE CIGNA GROUP125523100752$211,0120.01%
394ALLEGION PLCALLE1,748$209,7950.01%
395SPDR SER TR78464A7631,700$208,3860.01%
396HAVERTY FURNITURE COS INC4195961016,791$205,2250.01%
397GILEAD SCIENCES INCGILD2,645$203,8510.01%
398VERISIGN INCVRSN900$203,3730.01%
399KONTOOR BRANDS INCKTB4,799$202,0380.01%
400FIDELITY COVINGTON TRUST3160927093,537$201,1500.01%
401CONSOLIDATED EDISON INCED2,222$200,8690.01%
402FIRSTENERGY CORPFE5,149$200,1940.01%
403ENBRIDGE INCENNPF5,350$198,7530.01%
404AUTODESK INCADSK965$197,4490.01%
405RIVIAN AUTOMOTIVE INCRIVN11,828$197,0550.01%
406SEMPRASREA1,350$196,5470.01%
407KROGER COKR4,173$196,1310.01%
408INVESCO EXCHANGE TRADED FD TIVZ1,259$188,3970.01%
409QUALYS INCQLYS1,448$187,0390.01%
410ISHARES TR464287812900$180,2610.01%
411BARINGS CORPORATE INVS06759X10712,095$180,2230.01%
412ACUITY BRANDS INCAYI1,103$179,8780.01%
413BEIGENE LTDBEIGF1,000$178,3000.01%
414ARCH CAP GROUP LTDG0450A1052,375$177,7690.01%
415HANCOCK JOHN PREM DIVID FD41013T10515,080$177,6460.01%
416UBER TECHNOLOGIES INCUBER3,999$172,6370.01%
417INGERSOLL RAND INCIR2,635$172,2240.01%
418INVESCO EXCH TRD SLF IDX FDIVZ8,473$170,5620.01%
419INVESCO EXCH TRD SLF IDX FDIVZ8,971$169,9560.01%
420TEXAS ROADHOUSE INCTXRH1,500$168,4200.01%
421ENTERPRISE PRODS PARTNERS L2937921076,375$167,9820.01%
422NORTHEAST BK LEWISTON ME66405S1004,000$166,6800.01%
423WISDOMTREE TRWT3,146$166,5360.01%
424AMERICAN ELEC PWR CO INC0255371011,971$165,9590.01%
425EOG RES INCEOG1,432$163,8790.01%
426HENRY SCHEIN INCHSIC2,000$162,2000.01%
427BARINGS PARTN INVS06761A10312,519$161,6200.01%
428ISHARES TR46436E8587,079$160,3400.01%
429OCCIDENTAL PETE CORP6745991052,701$159,3050.01%
430APPLIED MATLS INC0382221051,100$158,9940.01%
431ENSTAR GROUP LIMITEDG3075P101648$158,2680.01%
432ISHARES TR4642876062,100$157,5000.01%
433SCHWAB STRATEGIC TR8085245082,214$157,2610.01%
434EVERSOURCE ENERGYES2,200$156,0240.01%
435VANGUARD INTL EQUITY INDEX F9220428742,490$153,6530.01%
436DEVON ENERGY CORP NEW25179M1033,141$151,8360.01%
437MICROCHIP TECHNOLOGY INC.MCHPP1,694$151,7660.01%
438TORTOISE PWR & ENERGY INFRAS89147X10411,322$149,5640.01%
439KKR & CO INCKKRT2,666$149,2920.01%
440BLACKSTONE INCBX1,605$149,2170.01%
441ISHARES TR464287507563$147,2140.01%
442BOSTON SCIENTIFIC CORPBSX2,712$146,6930.01%
443TELADOC HEALTH INCTDOC5,754$145,6920.01%
444KLA CORPKLAC299$145,0210.01%
445ISHARES TR464287598915$144,4150.01%
446SOUTHERN COPPER CORPSCCO2,000$143,4800.01%
447AMAZON COM INCAMZN1,100$143,3960.01%
448COLUMBIA SPORTSWEAR COCOLM1,852$143,0490.01%
449ISHARES TR4642874401,480$142,9680.01%
450UNILEVER PLCUNLYF2,717$141,6380.01%
451ONEOK INC NEWOKE2,293$141,5240.01%
452FORTINET INCFTNT1,843$139,3130.01%
453T-MOBILE US INCTMUSZ1,000$138,9000.01%
454PPL CORPPPLC5,100$136,1700.01%
455QUEST DIAGNOSTICS INCDGX950$133,5320.01%
456ISHARES TR4642878381,000$133,0500.01%
457GSK PLCGLAXF3,678$132,4120.01%
458WARNER BROS DISCOVERY INCWBD10,439$130,9060.01%
459TE CONNECTIVITY LTDTEL888$124,4630.01%
460CHECK POINT SOFTWARE TECH LTM22465104989$124,2390.01%
461SCHWAB STRATEGIC TR8085248476,345$123,9180.01%
462GENERAL MTRS CO37045V1003,189$122,9680.01%
463EASTGROUP PPTYS INC277276101690$120,6470.01%
464GE HEALTHCARE TECHNOLOGIES IGEHC1,473$119,6690.01%
465GENERAC HLDGS INCGNRC800$119,3040.01%
466SCOTTS MIRACLE-GRO COSMG1,894$118,7510.01%
467PUBLIC SVC ENTERPRISE GRP IN7445731061,850$115,8290.01%
468BARRICK GOLD CORP0679011086,840$115,8020.01%
469SPS COMM INCSPSC593$113,8920.01%
470MICRON TECHNOLOGY INCMU1,800$113,5980.01%
471APTARGROUP INCATR972$112,6160.01%
472VIRTUS EQUITY & CONV INCM FD92841M1015,314$112,3920.01%
473CROWN CASTLE INCCCI975$111,0920.01%
474ALBEMARLE CORPALB-PA494$110,4050.01%
475ISHARES TR4642874811,142$110,3520.01%
476REGENERON PHARMACEUTICALSREGN153$109,9370.01%
477ROBLOX CORPRBLX2,700$108,8100.01%
478VANECK ETF TRUST92189F6921,380$108,7030.01%
479ISHARES TR464287192434$108,4220.01%
480ISHARES TR4642874321,038$106,8520.01%
481SRH TOTAL RETURN FUND INCSTEW8,009$106,3600.01%
482BP PLCBPPFF3,007$106,1180.01%
483ARISTA NETWORKS INCANET653$105,8260.01%
484KRATOS DEFENSE & SEC SOLUTIO50077B2077,130$102,2450.01%
485ZOOM VIDEO COMMUNICATIONS INZM1,500$101,8200.01%
486STELLUS CAP INVT CORP8585681087,129$101,2560.01%
487INVESCO EXCHANGE TRADED FD TIVZ650$99,1640.01%
488CONCENTRIX CORPCNXC1,223$98,7580.01%
489VANGUARD SCOTTSDALE FDS92206C7061,677$98,3730.01%
490NORWEGIAN CRUISE LINE HLDG LNCLH4,500$97,9650.01%
491NATIONAL GRID PLCNMPWP1,374$95,7350.01%
492BROWN & BROWN INCBRO1,377$94,7930.01%
493ISHARES TR464287614343$94,3870.01%
494CLOUDFLARE INCNET1,428$93,3490.01%
495BORGWARNER INCBWA1,900$92,9290.01%
496AGREE RLTY CORP0084921001,362$89,3930.01%
497ALLISON TRANSMISSION HLDGS IALSN1,582$89,3200.01%
498CHENIERE ENERGY INCLNG578$88,0650.01%
499HP INCHPQ2,734$84,6790.01%
500VAIL RESORTS INCMTN331$84,0150.01%