Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 2024 · Filed November 5, 2024 · Accession 0000829407-24-000007

Total Value
$2.12B
Positions
1,027
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200197,245$113.8M5.41%
2SPDR S&P 500 ETF TRSPY183,828$105.8M5.03%
3APPLE INCAAPL315,325$73.5M3.49%
4SPDR S&P MIDCAP 400 ETF TRMDY110,433$63.1M3.00%
5MICROSOFT CORPMSFT144,284$62.1M2.95%
6ALPHABET INCGOOG281,439$47.1M2.24%
7COCA COLA COKO504,055$36.5M1.73%
8AMAZON COM INCAMZN184,903$34.5M1.64%
9ISHARES TR464287622109,155$34.3M1.63%
10INVESCO EXCHANGE TRADED FD TIVZ177,010$31.7M1.51%
11VANGUARD SCOTTSDALE FDS92206C706517,814$31.3M1.49%
12HOME DEPOT INCHD77,154$31.3M1.49%
13ELI LILLY & COLLY28,614$25.4M1.21%
14FISERV INCFISV135,680$24.4M1.16%
15VANGUARD INDEX FDS92290875199,906$23.8M1.13%
16VANGUARD SPECIALIZED FUNDS921908844117,646$23.4M1.11%
17ALPHABET INCGOOG126,334$21.0M1.00%
18VISA INCV76,094$20.9M0.99%
19NVIDIA CORPORATIONNVDA170,784$20.7M0.99%
20WALMART INCWMT255,227$20.6M0.98%
21MERCK & CO INCMRK178,614$20.4M0.97%
22BANK AMERICA CORP060505104498,170$19.8M0.94%
23ISHARES TR46428761451,873$19.5M0.93%
24VANGUARD INDEX FDS92290836336,786$19.5M0.93%
25ADOBE INCADBE36,116$18.7M0.89%
26VANGUARD SCOTTSDALE FDS92206C409232,593$18.5M0.88%
27JPMORGAN CHASE & CO.VYLD87,371$18.4M0.88%
28JOHNSON & JOHNSONJNJ107,553$17.4M0.83%
29APPLIED MATLS INC03822210585,000$17.2M0.82%
30COSTCO WHSL CORP NEW22160K10519,348$17.2M0.82%
31VANGUARD INDEX FDS92290862960,812$16.0M0.76%
32EQUIFAX INCEFX54,358$16.0M0.76%
33TIDEWATER INC NEWTDGMW213,975$15.4M0.73%
34ISHARES TR464287507242,092$15.1M0.72%
35VANGUARD SCOTTSDALE FDS92206C102252,263$14.9M0.71%
36GOLDMAN SACHS GROUP INCGSCE29,950$14.8M0.70%
37ABBVIE INCABBV74,035$14.6M0.70%
38PEPSICO INCPEP85,029$14.5M0.69%
39SELECT SECTOR SPDR TR81369Y80362,144$14.0M0.67%
40STRYKER CORPORATIONSYK37,331$13.5M0.64%
41PROCTER AND GAMBLE CO74271810975,979$13.2M0.63%
42ISHARES TR46428759868,681$13.0M0.62%
43BERKSHIRE HATHAWAY INC DELBRK-A27,425$12.6M0.60%
44MASTERCARD INCORPORATEDMA25,182$12.4M0.59%
45COPART INCCPRT236,248$12.4M0.59%
46PARKER-HANNIFIN CORPPH19,131$12.1M0.57%
47ABBOTT LABSABLZF104,587$11.9M0.57%
48MARRIOTT INTL INC NEW57190320247,858$11.9M0.57%
49BROADCOM INCAVGO66,658$11.5M0.55%
50EXXON MOBIL CORPXOM97,731$11.5M0.54%
51MICRON TECHNOLOGY INCMU102,695$10.7M0.51%
52SPDR SER TR78464A698182,920$10.4M0.49%
53ISHARES TR46428752344,002$10.1M0.48%
54TJX COS INC NEW87254010985,292$10.0M0.48%
55UNITED RENTALS INCURI12,315$10.0M0.47%
56ISHARES TR464287457117,832$9.8M0.47%
57ANALOG DEVICES INCADI42,177$9.7M0.46%
58INTUITIVE SURGICAL INCISRG19,664$9.7M0.46%
59INTUITINTU15,470$9.6M0.46%
60ISHARES TR46428765542,700$9.4M0.45%
61INTERCONTINENTAL EXCHANGE IN45866F10454,164$8.7M0.41%
62GENUINE PARTS COGPC61,762$8.7M0.41%
63AMETEK INCAME49,332$8.5M0.40%
64CBRE GROUP INCCBRE66,611$8.3M0.39%
65THERMO FISHER SCIENTIFIC INCTMO13,332$8.3M0.39%
66PIMCO ETF TR72201R83381,778$8.2M0.39%
67DANAHER CORPORATION23585110228,849$8.0M0.38%
68MCDONALDS CORPMCD25,903$7.9M0.37%
69TAIWAN SEMICONDUCTOR MFG LTD87403910043,874$7.6M0.36%
70BERKSHIRE HATHAWAY INC DELBRK-A11$7.6M0.36%
71ISHARES TR46428780463,156$7.4M0.35%
72CHEVRON CORP NEWCVX48,306$7.1M0.34%
73MORGAN STANLEYMS-PQ68,096$7.1M0.34%
74DYCOM INDS INC26747510135,789$7.1M0.34%
75CISCO SYS INCCSCO129,331$6.9M0.33%
76J P MORGAN EXCHANGE TRADED F46641Q837133,340$6.8M0.32%
77UNITEDHEALTH GROUP INCUNH11,399$6.7M0.32%
78TRUIST FINL CORP89832Q109154,838$6.6M0.31%
79CATERPILLAR INCCAT16,394$6.4M0.30%
80CDW CORPCDW27,988$6.3M0.30%
81AMERICAN EXPRESS COAXP22,594$6.1M0.29%
82NETFLIX INCNFLX8,599$6.1M0.29%
83IQVIA HLDGS INCIQV24,669$5.8M0.28%
84MID-AMER APT CMNTYS INC59522J10336,329$5.8M0.27%
85LOWES COS INC54866110720,822$5.6M0.27%
86NEXTERA ENERGY INCNEE-PW65,654$5.5M0.26%
87MARKEL GROUP INCMKL3,529$5.5M0.26%
88MASCO CORPMAS65,481$5.5M0.26%
89UMH PPTYS INC903002103270,911$5.3M0.25%
90CONSTELLATION ENERGY CORPCEG20,324$5.3M0.25%
91PULTE GROUP INC74586710136,500$5.2M0.25%
92CINTAS CORPCTAS25,271$5.2M0.25%
93SPDR DOW JONES INDL AVERAGE78467X10912,245$5.2M0.25%
94VULCAN MATLS CO92916010920,508$5.1M0.24%
95VANGUARD INDEX FDS92290874428,993$5.1M0.24%
96BERKLEY W R CORPWRB-PH88,875$5.0M0.24%
97ORACLE CORPORCL-PD28,542$4.9M0.23%
98PAYPAL HLDGS INCPYPL62,212$4.9M0.23%
99GLOBAL X FDS37954Y673117,898$4.9M0.23%
100INVESCO EXCHANGE TRADED FD TIVZ70,075$4.7M0.22%
101LOCKHEED MARTIN CORPLMT8,046$4.7M0.22%
102RIO TINTO PLCRTNTF65,478$4.7M0.22%
103ADVANCED MICRO DEVICES INCAMD28,372$4.7M0.22%
104NVR INCNVR459$4.5M0.21%
105SOUTHERN COSOMN49,916$4.5M0.21%
106VANGUARD WORLD FD92204A30635,842$4.4M0.21%
107SPDR GOLD TRGLD18,127$4.4M0.21%
108EBAY INC.EBAY66,215$4.3M0.20%
109NASDAQ INCNDAQ57,963$4.2M0.20%
110ISHARES TR46428875232,362$4.1M0.20%
111EATON CORP PLCETN12,351$4.1M0.19%
112SPDR SER TR78464A87041,409$4.1M0.19%
113INTERNATIONAL BUSINESS MACHSINTR18,364$4.1M0.19%
114EMERSON ELEC COEMR36,885$4.0M0.19%
115VANGUARD INDEX FDS92290873610,457$4.0M0.19%
116KRANESHARES TRUST500767306114,907$3.9M0.19%
117ACCENTURE PLC IRELANDACN10,997$3.9M0.18%
118AUTOZONE INCAZO1,220$3.8M0.18%
119MARVELL TECHNOLOGY INCMRVL52,989$3.8M0.18%
120BANK AMERICA CORP0605056822,965$3.8M0.18%
121HONEYWELL INTL INC43851610617,954$3.7M0.18%
122VANGUARD SCOTTSDALE FDS92206C87044,118$3.7M0.18%
123QUANTA SVCS INC74762E10212,310$3.7M0.17%
124CASEYS GEN STORES INC1475281039,578$3.6M0.17%
125CENCORA INCCOR15,616$3.5M0.17%
126DUKE ENERGY CORP NEWDUKB30,228$3.5M0.17%
127SCHWAB CHARLES CORPSCHW-PJ53,745$3.5M0.17%
128FREEPORT-MCMORAN INCFCX69,625$3.5M0.17%
129INVESCO QQQ TRIVZ7,054$3.4M0.16%
130EDWARDS LIFESCIENCES CORPEW51,953$3.4M0.16%
131INVESCO EXCH TRD SLF IDX FDIVZ161,594$3.3M0.16%
132ESSEX PPTY TR INC29717810511,086$3.3M0.16%
133ROPER TECHNOLOGIES INCROP5,904$3.3M0.16%
134PLEXUS CORPPLXS23,517$3.2M0.15%
135BOEING COBA-PA20,947$3.2M0.15%
136META PLATFORMS INCMETA5,530$3.2M0.15%
137DIMENSIONAL ETF TRUST25434V40150,817$3.2M0.15%
138ARCH CAP GROUP LTDG0450A10527,826$3.1M0.15%
139QUALCOMM INCQCOM18,280$3.1M0.15%
140UNION PAC CORPUNP12,323$3.0M0.14%
141REPUBLIC SVCS INC76075910014,963$3.0M0.14%
142AMPHENOL CORP NEW03209510145,959$3.0M0.14%
143ISHARES TR46436E874124,411$3.0M0.14%
144WELLS FARGO CO NEW94974610152,683$3.0M0.14%
145SELECT SECTOR SPDR TR81369Y88636,483$2.9M0.14%
146VANGUARD INDEX FDS92290855329,771$2.9M0.14%
147AMERICAN TOWER CORP NEW03027X10012,568$2.9M0.14%
148SPDR SER TR78464A76320,232$2.9M0.14%
149VERIZON COMMUNICATIONS INCVZ63,792$2.9M0.14%
150BOOKING HOLDINGS INCBKNG656$2.8M0.13%
151UNIVERSAL DISPLAY CORPOLED12,991$2.7M0.13%
152RTX CORPORATIONRTX22,404$2.7M0.13%
153MARTIN MARIETTA MATLS INC5732841064,957$2.7M0.13%
154INVESCO EXCHANGE TRADED FD TIVZ29,870$2.7M0.13%
155WILLIS TOWERS WATSON PLC LTDWTW8,988$2.7M0.13%
156DIAGEO PLCDGEAF18,590$2.7M0.13%
157PPG INDS INC69350610719,982$2.6M0.13%
158VERTIV HOLDINGS COVRT25,739$2.6M0.12%
159NIKE INCNKE28,712$2.5M0.12%
160CARMAX INCKMX31,999$2.5M0.12%
161INVESCO EXCH TRD SLF IDX FDIVZ116,310$2.5M0.12%
162CUMMINS INCCMI7,579$2.5M0.12%
163MCKESSON CORPMCK4,882$2.4M0.11%
164WELLS FARGO CO NEW9497468041,859$2.4M0.11%
165TRAVELERS COMPANIES INCTRV10,119$2.4M0.11%
166WEYERHAEUSER CO MTN BEWY69,743$2.4M0.11%
167PFIZER INCPFE80,472$2.3M0.11%
168S&P GLOBAL INCSPGI4,484$2.3M0.11%
169TEXTRON INCTXT25,419$2.3M0.11%
170MONDELEZ INTL INC60920710530,136$2.2M0.11%
171NORFOLK SOUTHN CORP6558441088,704$2.2M0.10%
172INVESCO EXCHANGE TRADED FD TIVZ52,130$2.1M0.10%
173DISNEY WALT CO25468710621,809$2.1M0.10%
174ISHARES TR46428766321,949$2.1M0.10%
175EMCOR GROUP INCEME4,783$2.1M0.10%
176TRANE TECHNOLOGIES PLCTT5,294$2.1M0.10%
177LKQ CORPLKQ51,212$2.0M0.10%
178DEERE & CODE4,806$2.0M0.10%
179MONOLITHIC PWR SYS INC6098391052,163$2.0M0.10%
180PHILIP MORRIS INTL INC71817210916,137$2.0M0.09%
181ISHARES TR4642871017,105$2.0M0.09%
182AMERIS BANCORPABCB31,403$2.0M0.09%
183NATIONAL VISION HLDGS INCEYE180,000$2.0M0.09%
184ISHARES TR46428861218,268$2.0M0.09%
185ISHARES TR46428815818,129$1.9M0.09%
186UNITED PARCEL SERVICE INCUPS14,117$1.9M0.09%
187SHELL PLCRYDAF28,568$1.9M0.09%
188TRANSDIGM GROUP INCTDG1,293$1.8M0.09%
189SOUTHSTATE CORPORATIONSSB18,315$1.8M0.08%
190ILLINOIS TOOL WKS INC4523081096,744$1.8M0.08%
191COLGATE PALMOLIVE COCL17,058$1.8M0.08%
192VANGUARD INDEX FDS9229087696,029$1.7M0.08%
193TEXAS INSTRS INC8825081048,121$1.7M0.08%
194OREILLY AUTOMOTIVE INC67103H1071,452$1.7M0.08%
195DIMENSIONAL ETF TRUST25434V60929,849$1.7M0.08%
196GRACO INCGGG18,674$1.6M0.08%
197GLOBAL PMTS INC37940X10215,721$1.6M0.08%
198SELECT SECTOR SPDR TR81369Y60535,347$1.6M0.08%
199SYNOPSYS INCSNPS3,123$1.6M0.08%
200AFLAC INCAFL14,101$1.6M0.07%
201TARGET CORPTGT10,003$1.6M0.07%
202JONES LANG LASALLE INCJLL5,778$1.6M0.07%
203MARATHON PETE CORPMARA9,089$1.5M0.07%
204IDEX CORP45167R1046,878$1.5M0.07%
205NXP SEMICONDUCTORS N VNXPI6,085$1.5M0.07%
206ISHARES TR46436E86661,530$1.4M0.07%
207INVESCO EXCH TRD SLF IDX FDIVZ73,535$1.4M0.07%
208SPOTIFY TECHNOLOGY S ASPOT3,896$1.4M0.07%
209LAM RESEARCH CORPLRCX1,751$1.4M0.07%
210SHOPIFY INCSHOP17,863$1.4M0.07%
211VISTRA CORPVST12,026$1.4M0.07%
212NORTHROP GRUMMAN CORPNOC2,685$1.4M0.07%
213PRINCIPAL FINANCIAL GROUP INPFG16,192$1.4M0.07%
214AUTOMATIC DATA PROCESSING INADP4,952$1.4M0.07%
215BECTON DICKINSON & COBDX5,701$1.4M0.07%
216DIAMONDBACK ENERGY INCFANG7,962$1.4M0.07%
217AT&T INCT-PC61,965$1.4M0.06%
218SITEONE LANDSCAPE SUPPLY INCSITE9,000$1.4M0.06%
219METTLER TOLEDO INTERNATIONALMTD901$1.4M0.06%
220BOSTON SCIENTIFIC CORPBSX15,800$1.3M0.06%
221VANGUARD ADMIRAL FDS INC92193286911,330$1.3M0.06%
222AMERICAN INTL GROUP INC02687478417,658$1.3M0.06%
223CHUBB LIMITEDCB4,437$1.3M0.06%
224NOVO-NORDISK A SNONOF10,688$1.3M0.06%
225AIR PRODS & CHEMS INCAIIR4,150$1.2M0.06%
226IRON MTN INC DEL46284V10110,278$1.2M0.06%
227TOPBUILD CORPBLD3,002$1.2M0.06%
228CARRIER GLOBAL CORPORATIONCARR14,991$1.2M0.06%
229STATE STR CORPSTT-PG13,532$1.2M0.06%
230AMGEN INCAMGN3,701$1.2M0.06%
231EASTMAN CHEM COEMN10,562$1.2M0.06%
232VANGUARD INTL EQUITY INDEX F9220427429,902$1.2M0.06%
233SELECT SECTOR SPDR TR81369Y50613,296$1.2M0.06%
234BROOKFIELD RENEWABLE CORPBEPC35,167$1.1M0.05%
235AEROVIRONMENT INCAVAV5,719$1.1M0.05%
236VANGUARD WORLD FD92204A1083,329$1.1M0.05%
237WISDOMTREE TRWT21,944$1.1M0.05%
238DOVER CORPDOV5,836$1.1M0.05%
239CRANE COMPANYCR6,993$1.1M0.05%
240BRISTOL-MYERS SQUIBB COCELG-RI21,292$1.1M0.05%
241DIMENSIONAL ETF TRUST25434V50016,918$1.1M0.05%
242OMNICOM GROUP INCOMC10,516$1.1M0.05%
243ISHARES TR46428868732,346$1.1M0.05%
244HUNTINGTON INGALLS INDS INC4464131064,064$1.1M0.05%
245STARBUCKS CORPSBUX10,919$1.1M0.05%
246L3HARRIS TECHNOLOGIES INCLHX4,363$1.0M0.05%
247VANGUARD INDEX FDS9229086114,961$996,0210.05%
248METLIFE INCMET-PF11,937$984,5640.05%
2493M COMMM7,200$984,2650.05%
250HILTON WORLDWIDE HLDGS INCHLT4,259$981,6140.05%
251INVESCO EXCH TRD SLF IDX FDIVZ49,345$973,0840.05%
252SKYWORKS SOLUTIONS INCSWKS9,717$959,7490.05%
253GE AEROSPACE3696043014,904$926,2280.04%
254CVS HEALTH CORPCVS14,475$910,2160.04%
255ZOETIS INCZTS4,634$905,3910.04%
256FIDELITY COVINGTON TRUST31609260012,335$897,9880.04%
257WORKDAY INCWDAY3,628$886,7730.04%
258ISHARES TR4642877215,838$885,1810.04%
259NOVARTIS AGNVSEF7,575$871,2460.04%
260NATIONAL FUEL GAS CONFG14,178$866,2880.04%
261KIMBERLY-CLARK CORPKMB5,945$853,1240.04%
262ISHARES TR4642873098,835$845,9980.04%
263ISHARES TR46432F84210,665$832,4060.04%
264SELECT SECTOR SPDR TR81369Y7046,116$828,3520.04%
265REGENERON PHARMACEUTICALSREGN783$822,8870.04%
266SPDR SER TR78464A75512,900$821,9880.04%
267ISHARES TR46429B59813,995$819,1280.04%
268ISHARES TR4642874659,794$819,0730.04%
269WEC ENERGY GROUP INCWEC8,414$809,2590.04%
270FIDELITY COVINGTON TRUST31609270910,958$790,8390.04%
271RALPH LAUREN CORPRL4,037$785,9840.04%
272VANGUARD BD INDEX FDS9219378279,979$785,2480.04%
273MERCADOLIBRE INCMELI377$773,5890.04%
274LOEWS CORPL9,637$761,8270.04%
275SHERWIN WILLIAMS COSHW1,985$757,6150.04%
276FORTIVE CORPFTV9,503$750,0720.04%
277CHIPOTLE MEXICAN GRILL INCCMG12,800$737,5360.04%
278US BANCORP DELUSB-PS15,921$736,0250.03%
279SLR INVESTMENT CORPSLRC48,786$734,2300.03%
280BLACKROCK INCBLK767$728,2750.03%
281WEST PHARMACEUTICAL SVSC INC9553061052,400$720,3840.03%
282REGIONS FINANCIAL CORP NEWRF-PF30,494$719,0490.03%
283YUM BRANDS INCYUM4,992$697,4350.03%
284MANULIFE FINL CORP56501R10623,574$696,6120.03%
285HUBBELL INCHUBB1,604$686,9140.03%
286MEDTRONIC PLCMDT7,554$685,3450.03%
287ISHARES TR4642894383,110$684,3560.03%
288SYSCO CORPSYY8,593$670,7700.03%
289SELECT SECTOR SPDR TR81369Y3088,077$670,3910.03%
290J P MORGAN EXCHANGE TRADED F46641Q33211,197$666,3260.03%
291AUTODESK INCADSK2,376$654,6070.03%
292WINNEBAGO INDS INC97463710011,200$650,8320.03%
293ISHARES TR46428776210,000$650,0000.03%
294GALLAGHER ARTHUR J & CO3635761092,300$647,1510.03%
295PALO ALTO NETWORKS INCPANW1,888$645,4810.03%
296ISHARES TR4642877886,212$645,4270.03%
297DIMENSIONAL ETF TRUST25434V80716,933$644,8000.03%
298VIKING THERAPEUTICS INCVKTX10,094$639,0520.03%
299ISHARES TR4642872266,279$635,8750.03%
300IDEXX LABS INC45168D1041,250$631,5250.03%
301TESLA INCTSLA2,408$630,0510.03%
302MARSH & MCLENNAN COS INC5717481022,800$624,6520.03%
303INVESCO EXCHANGE TRADED FD TIVZ5,428$621,6590.03%
304ISHARES TR4642875726,256$620,3450.03%
305AGILENT TECHNOLOGIES INCA4,100$608,7680.03%
306REDWOOD TRUST INCRWTQ78,301$605,2670.03%
307ISHARES TR4642874996,812$600,4100.03%
308SALESFORCE INCCRM2,173$595,6440.03%
309VANGUARD WORLD FD92204A2072,690$591,2610.03%
310PAYCHEX INCPAYX4,375$587,0820.03%
311OTIS WORLDWIDE CORPOTIS5,616$583,7620.03%
312PROSHARES TR74348A4675,158$553,3630.03%
313WISDOMTREE TRWT4,935$549,2660.03%
314VERALTO CORPVLTO4,858$543,8540.03%
315ASML HOLDING N VASMLF645$537,4470.03%
316TD SYNNEX CORPORATIONSNX4,398$528,1120.03%
317VANGUARD TAX-MANAGED FDS9219438589,777$516,3430.02%
318GRAYSCALE BITCOIN TR BTCGBTC10,200$515,1000.02%
319DIMENSIONAL ETF TRUST25434V20316,048$510,0060.02%
320M & T BK CORP55261F1042,818$501,9430.02%
321SELECT SECTOR SPDR TR81369Y2093,250$500,5680.02%
322ROCKWELL AUTOMATION INCROK1,855$497,9190.02%
323INSTALLED BLDG PRODS INC45780R1012,000$492,5400.02%
324VANECK ETF TRUST92189F10612,145$483,6140.02%
325SERVISFIRST BANCSHARES INCSFBS6,000$482,7000.02%
326PEMBINA PIPELINE CORPPPLOF11,575$477,3530.02%
327VANGUARD INDEX FDS9229085122,840$476,1830.02%
328BLACKSTONE INCBX3,099$474,6010.02%
329VANGUARD INTL EQUITY INDEX F9220428589,916$474,4830.02%
330WILLIAMS COS INC96945710010,365$473,1630.02%
331CHURCH & DWIGHT CO INCCHD4,345$455,0280.02%
332SCHLUMBERGER LTDSLB10,759$454,2990.02%
333ALTRIA GROUP INCMO8,551$445,1860.02%
334VANGUARD WHITEHALL FDS9219464063,455$442,9310.02%
335OSHKOSH CORPOSK4,412$442,1240.02%
336ISHARES TR4642876481,554$441,3360.02%
337VERTEX PHARMACEUTICALS INCVRTX947$440,4310.02%
338KENVUE INCKVUE18,938$438,0320.02%
339ISHARES TR4642871683,197$431,8190.02%
340CADENCE DESIGN SYSTEM INCCDNS1,582$428,7700.02%
341GRAINGER W W INC384802104411$426,9510.02%
342CORNING INCGLW9,454$426,8610.02%
343GENERAC HLDGS INCGNRC2,637$418,9670.02%
344SPDR SER TR78464A8883,326$414,3400.02%
345VANGUARD MUN BD FDS9229077467,954$406,6090.02%
346ISHARES TR4642875562,775$404,0400.02%
347FIDELITY NATIONAL FINANCIALFNF6,500$403,3900.02%
348CONOCOPHILLIPSCOP3,809$401,0170.02%
349CONSTELLATION BRANDS INCSTZ1,548$398,9800.02%
350CRANE NXT COCXT6,999$392,6320.02%
351HEICO CORP NEWHEI-A1,497$391,4360.02%
352VANGUARD STAR FDS9219097686,037$390,8360.02%
353SELECT SECTOR SPDR TR81369Y8608,618$384,9670.02%
354KONTOOR BRANDS INCKTB4,685$383,1400.02%
355DOMINION ENERGY INCD6,611$382,0500.02%
356SELECT SECTOR SPDR TR81369Y8524,199$379,5900.02%
357KKR & CO INCKKRT2,884$376,5600.02%
358DOLLAR TREE INCDLTR5,340$375,4740.02%
359ELEVANCE HEALTH INCELV722$375,1850.02%
360CANADIAN PACIFIC KANSAS CITYCP4,359$373,4650.02%
361ECOLAB INCECL1,451$371,3130.02%
362CSX CORPCSX10,350$357,3860.02%
363ISHARES TR4642874323,567$349,9230.02%
364SUPER MICRO COMPUTER INCSMCI835$347,6940.02%
365ISHARES TR46432F3391,936$347,1250.02%
366VANGUARD WORLD FD92204A4053,085$340,7780.02%
367ENCOMPASS HEALTH CORPEHC3,514$339,5920.02%
368HAVERTY FURNITURE COS INC41959620012,465$338,1760.02%
369ISHARES INC4642866656,900$336,9960.02%
370CLOROX CO DELCLX2,001$325,9830.02%
371GENERAL MLS INC3703341044,342$320,6570.02%
372ARISTA NETWORKS INCANET825$316,7530.02%
373PHILLIPS 66PSX2,409$316,7040.02%
374YUM CHINA HLDGS INCYUMC7,000$315,1590.01%
375UBER TECHNOLOGIES INCUBER4,119$309,5940.01%
376SCHWAB STRATEGIC TR8085242014,528$307,2250.01%
377NUCOR CORPNUE2,028$305,9850.01%
378ACUITY BRANDS INCAYI1,103$303,7560.01%
379VALERO ENERGY CORPVLO2,219$299,6320.01%
380STERIS PLCSTE1,200$291,0480.01%
381VANGUARD WORLD FD92204A8761,632$286,1910.01%
382ADVISOR MANAGED PORTFOLIOS00777X6606,794$286,1710.01%
383INVESCO EXCH TRADED FD TR IIIVZ2,908$285,1980.01%
384HERSHEY COHSY1,475$282,8760.01%
385SELECT SECTOR SPDR TR81369Y4071,399$280,3180.01%
386GE VERNOVA INCGEV1,073$273,5940.01%
387HOWARD HUGHES HOLDINGS INCHHH3,500$271,0050.01%
388BARINGS CORPORATE INVS06759X10713,524$269,5360.01%
389TEXAS ROADHOUSE INCTXRH1,511$266,9040.01%
390ISHARES TR4642876062,891$265,7700.01%
391XCEL ENERGY INCXELLL4,012$264,1830.01%
392THE CIGNA GROUP125523100752$260,5230.01%
393INGERSOLL RAND INCIR2,628$257,9940.01%
394DISCOVER FINL SVCS2547091081,833$257,1520.01%
395INTEL CORPINTC10,912$255,9880.01%
396ALLEGION PLCALLE1,748$254,7540.01%
397INVESCO ACTIVELY MANAGED EXCIVZ4,880$244,8790.01%
398COMCAST CORP NEWCCZ5,820$243,1020.01%
399SYNOVUS FINL CORP87161C5015,400$242,1900.01%
400FIRSTENERGY CORPFE5,408$239,8450.01%
401KROGER COKR4,173$239,1130.01%
402ENBRIDGE INCENNPF5,888$239,1120.01%
403BARINGS PARTN INVS06761A10313,994$237,0610.01%
404DARDEN RESTAURANTS INCDRI1,436$235,6910.01%
405SOUTHERN COPPER CORPSCCO2,031$234,9260.01%
406KLA CORPKLAC299$231,5490.01%
407CONSOLIDATED EDISON INCED2,222$231,3770.01%
408EOG RES INCEOG1,860$228,6710.01%
409SEMPRASREA2,700$227,4750.01%
410REALTY INCOME CORPO3,580$227,0440.01%
411ISHARES TR4642882403,965$226,8780.01%
412AMERICAN WTR WKS CO INC NEW0304201031,539$225,0970.01%
413BEIGENE LTDBEIGF1,000$224,5100.01%
414EMPIRE ST RLTY OP L P29210210021,077$222,9950.01%
415MSCI INCMSCI380$221,5140.01%
416INTERPUBLIC GROUP COS INCINTR7,000$221,4100.01%
417PLANET FITNESS INCPLNT2,689$218,4010.01%
418CAPITAL ONE FINL CORP14040H1051,442$215,9110.01%
419SPDR SER TR78468R2006,798$209,7190.01%
420ONEOK INC NEWOKE2,293$208,9620.01%
421TORTOISE PWR & ENERGY INFRAS89147X10411,322$205,0420.01%
422ISHARES U S ETF TR46431W6482,615$204,9380.01%
423ENSTAR GROUP LIMITEDG3075P101632$203,2450.01%
424GILEAD SCIENCES INCGILD2,400$201,2160.01%
425WISDOMTREE TRWT3,198$199,3890.01%
426ISHARES TR4642874811,675$196,4610.01%
427FORTINET INCFTNT2,515$195,0390.01%
428CURTISS WRIGHT CORPCW592$194,7090.01%
429LULULEMON ATHLETICA INCLULU715$194,0160.01%
430ISHARES TR4642878122,700$190,5390.01%
431VANGUARD INDEX FDS922908637718$189,6160.01%
432CHECK POINT SOFTWARE TECH LTM22465104979$188,7610.01%
433HAVERTY FURNITURE COS INC4195961016,791$186,5490.01%
434VANGUARD INTL EQUITY INDEX F9220428742,616$186,0180.01%
435QUALYS INCQLYS1,448$186,0110.01%
436SCHWAB STRATEGIC TR8085245082,214$183,9620.01%
437ISHARES TR4642877963,825$177,2510.01%
438NNN REIT INCNNN3,613$175,2070.01%
439VERISIGN INCVRSN900$170,9640.01%
440PPL CORPPPLC5,100$170,0220.01%
441SERVICENOW INCNOW190$169,9350.01%
442UNILEVER PLCUNLYF2,600$168,8960.01%
443ENERGY TRANSFER L PET-PI10,508$168,6540.01%
444ROBERT HALF INC.RHI2,500$168,5250.01%
445ZEBRA TECHNOLOGIES CORPORATIZBRA450$166,6440.01%
446KRATOS DEFENSE & SEC SOLUTIO50077B2077,130$166,1290.01%
447SCOTTS MIRACLE-GRO COSMG1,894$164,2320.01%
448ISHARES TR46436E8587,079$163,2780.01%
449ENTERPRISE PRODS PARTNERS L2937921075,550$161,5610.01%
450APTARGROUP INCATR972$155,7050.01%
451COLUMBIA SPORTSWEAR COCOLM1,852$154,0680.01%
452CME GROUP INCCME698$154,0140.01%
453RIVIAN AUTOMOTIVE INCRIVN13,700$153,7140.01%
454EVERSOURCE ENERGYES2,250$153,1130.01%
455DELL TECHNOLOGIES INCDELL1,276$151,2580.01%
456ISHARES TR4642878381,000$150,1560.01%
457PALANTIR TECHNOLOGIES INCPLTR4,009$149,1350.01%
458ALPS ETF TR00162Q4523,137$147,8670.01%
459QUEST DIAGNOSTICS INCDGX950$147,4880.01%
460DARLING INGREDIENTS INCDAR3,934$146,1880.01%
461DELTA AIR LINES INC DELDAL2,830$143,7220.01%
462ATLANTA BRAVES HLDGS INCBATRB3,560$141,6880.01%
463ALLISON TRANSMISSION HLDGS IALSN1,441$138,4370.01%
464MICROCHIP TECHNOLOGY INC.MCHPP1,694$136,0120.01%
465WHIRLPOOL CORPWHR-PA1,266$135,4620.01%
466LEIDOS HOLDINGS INCLDOS829$135,1270.01%
467BP PLCBPPFF4,278$134,2750.01%
468FIRST TR EXCHANGE-TRADED FD33741X1023,684$134,0240.01%
469ISHARES TR4642872342,880$132,0770.01%
470WASTE MGMT INC DEL94106L109634$131,6190.01%
471EASTGROUP PPTYS INC277276101690$129,8720.01%
472PROGRESSIVE CORP743315103505$128,0900.01%
473ISHARES TR4642875491,315$126,1500.01%
474VANGUARD SCOTTSDALE FDS92206C7712,671$126,0980.01%
475ISHARES TR4642886791,132$125,2340.01%
476FEDEX CORPFDX454$124,8500.01%
477VICI PPTYS INC9256521093,683$124,2740.01%
478CAVA GROUP INCCAVA1,000$123,8500.01%
479SPDR SER TR78464A8051,756$123,0260.01%
480GE HEALTHCARE TECHNOLOGIES IGEHC1,306$122,5820.01%
481VIRTUS EQUITY & CONV INCM FD92841M1015,314$122,2760.01%
482SOLVENTUM CORPSOLV1,752$122,1500.01%
483BROWN & BROWN INCBRO1,177$121,9380.01%
484CLOUDFLARE INCNET1,502$121,4970.01%
485VANGUARD INDEX FDS922908538496$120,7620.01%
486HENRY SCHEIN INCHSIC1,650$120,2850.01%
487ISHARES TR4642871921,736$119,6280.01%
488SAMSARA INCIOT2,467$118,7130.01%
489SIMON PPTY GROUP INC NEW828806109702$118,6530.01%
490PRUDENTIAL FINL INCPUKPF950$115,0450.01%
491TYSON FOODS INCTSN1,924$114,5940.01%
492GSK PLCGLAXF2,673$110,3230.01%
493SAP SESAPGF473$108,3890.01%
494ISHARES TR4642888101,820$107,7810.01%
495ENTERGY CORP NEWENO801$105,4200.01%
496SOUTHWEST AIRLS CO8447411083,546$105,0680.00%
497BEST BUY INCBBY1,000$104,2400.00%
498VANECK ETF TRUST92189F4295,633$102,8510.00%
499ROBLOX CORPRBLX2,274$100,6480.00%
500APOLLO GLOBAL MGMT INC03769M106800$99,9280.00%