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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 2025 · Filed May 5, 2025 · Accession 0000829407-25-000003

Total Value
$2.00B
Positions
994
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200227,933$128.1M6.45%
2SPDR S&P 500 ETF TRSPY180,278$101.2M5.09%
3APPLE INCAAPL310,595$69.0M3.47%
4SPDR S&P MIDCAP 400 ETF TRMDY107,443$57.5M2.89%
5MICROSOFT CORPMSFT144,017$54.1M2.72%
6ALPHABET INCGOOG260,799$40.7M2.05%
7AMAZON COM INCAMZN197,706$37.6M1.89%
8COCA COLA COKO477,629$34.5M1.73%
9ISHARES TR464287622107,001$32.8M1.65%
10HOME DEPOT INCHD77,021$28.2M1.42%
11INVESCO EXCHANGE TRADED FD TIVZ162,003$28.1M1.41%
12VANGUARD INDEX FDS922908751125,684$27.9M1.40%
13VISA INCV75,667$26.5M1.34%
14FISERV INCFISV112,205$24.8M1.25%
15VANGUARD SPECIALIZED FUNDS921908844117,943$22.9M1.15%
16WALMART INCWMT249,211$21.9M1.10%
17JPMORGAN CHASE & CO.VYLD85,953$21.1M1.06%
18BANK AMERICA CORP060505104497,581$20.8M1.05%
19NVIDIA CORPORATIONNVDA189,404$20.5M1.03%
20ISHARES TR46428761456,191$20.3M1.02%
21VANGUARD INDEX FDS92290836337,683$19.4M0.98%
22ISHARES TR464287507330,201$19.3M0.97%
23ALPHABET INCGOOG123,934$19.2M0.97%
24ELI LILLY & COLLY22,922$18.9M0.95%
25VANGUARD INDEX FDS92290862970,432$18.2M0.92%
26VANGUARD SCOTTSDALE FDS92206C102280,486$16.5M0.83%
27ISHARES TR464287804156,917$16.4M0.83%
28ABBVIE INCABBV77,394$16.2M0.82%
29COSTCO WHSL CORP NEW22160K10516,934$16.0M0.81%
30GOLDMAN SACHS GROUP INCGSCE29,176$15.9M0.80%
31JOHNSON & JOHNSONJNJ94,860$15.7M0.79%
32ISHARES TR46428759881,051$15.3M0.77%
33VANGUARD SCOTTSDALE FDS92206C706248,817$14.8M0.74%
34MERCK & CO INCMRK160,313$14.5M0.73%
35BERKSHIRE HATHAWAY INC DELBRK-A26,915$14.3M0.72%
36ISHARES TR464287457172,758$14.3M0.72%
37STRYKER CORPORATIONSYK37,512$14.0M0.70%
38ABBOTT LABSABLZF104,841$13.9M0.70%
39MASTERCARD INCORPORATEDMA25,254$13.8M0.70%
40J P MORGAN EXCHANGE TRADED F46641Q837264,382$13.4M0.67%
41VANGUARD SCOTTSDALE FDS92206C409166,937$13.2M0.66%
42COPART INCCPRT231,489$13.1M0.66%
43EQUIFAX INCEFX53,365$13.0M0.65%
44PROCTER AND GAMBLE CO74271810975,305$12.8M0.65%
45BROADCOM INCAVGO76,549$12.8M0.65%
46SELECT SECTOR SPDR TR81369Y80361,742$12.7M0.64%
47ADOBE INCADBE32,834$12.6M0.63%
48PEPSICO INCPEP83,030$12.4M0.63%
49EXXON MOBIL CORPXOM94,956$11.3M0.57%
50PARKER-HANNIFIN CORPPH18,141$11.0M0.56%
51MARRIOTT INTL INC NEW57190320245,803$10.9M0.55%
52TJX COS INC NEW87254010983,514$10.2M0.51%
53SPDR SER TR78464A698173,829$9.9M0.50%
54INTERCONTINENTAL EXCHANGE IN45866F10453,141$9.2M0.46%
55BERKSHIRE HATHAWAY INC DELBRK-A11$8.8M0.44%
56TAIWAN SEMICONDUCTOR MFG LTD87403910052,391$8.7M0.44%
57INTUITINTU14,203$8.7M0.44%
58NETFLIX INCNFLX9,268$8.6M0.44%
59ANALOG DEVICES INCADI42,337$8.5M0.43%
60AMETEK INCAME46,935$8.1M0.41%
61INTUITIVE SURGICAL INCISRG16,039$7.9M0.40%
62MORGAN STANLEYMS-PQ67,874$7.9M0.40%
63ISHARES TR46428765538,897$7.8M0.39%
64MCDONALDS CORPMCD24,568$7.7M0.39%
65CHEVRON CORP NEWCVX45,629$7.6M0.38%
66UNITED RENTALS INCURI12,179$7.6M0.38%
67GENUINE PARTS COGPC59,737$7.2M0.36%
68CISCO SYS INCCSCO115,782$7.1M0.36%
69META PLATFORMS INCMETA12,367$7.1M0.36%
70APPLIED MATLS INC03822210546,964$6.8M0.34%
71CBRE GROUP INCCBRE51,012$6.7M0.34%
72MARKEL GROUP INCMKL3,484$6.5M0.33%
73DEERE & CODE13,767$6.5M0.33%
74THERMO FISHER SCIENTIFIC INCTMO12,997$6.5M0.33%
75BERKLEY W R CORPWRB-PH87,705$6.2M0.31%
76TRUIST FINL CORP89832Q109151,466$6.2M0.31%
77AMERICAN EXPRESS COAXP22,702$6.1M0.31%
78MID-AMER APT CMNTYS INC59522J10336,329$6.1M0.31%
79AMPHENOL CORP NEW03209510188,833$5.8M0.29%
80CATERPILLAR INCCAT16,470$5.4M0.27%
81UNITEDHEALTH GROUP INCUNH10,230$5.4M0.27%
82SPDR DOW JONES INDL AVERAGE78467X10912,245$5.2M0.26%
83CINTAS CORPCTAS24,846$5.1M0.26%
84SPDR GOLD TRGLD17,660$5.1M0.26%
85UMH PPTYS INC903002103265,811$5.0M0.25%
86LOWES COS INC54866110721,134$4.9M0.25%
87VANGUARD INDEX FDS92290874428,511$4.9M0.25%
88NASDAQ INCNDAQ63,184$4.8M0.24%
89VULCAN MATLS CO92916010920,296$4.7M0.24%
90INVESCO EXCHANGE TRADED FD TIVZ70,866$4.7M0.24%
91PIMCO ETF TR72201R83346,669$4.7M0.24%
92VANGUARD WORLD FD92191087323,203$4.7M0.24%
93SOUTHERN COSOMN50,363$4.6M0.23%
94NEXTERA ENERGY INCNEE-PW65,005$4.6M0.23%
95INTERNATIONAL BUSINESS MACHSINTR18,401$4.6M0.23%
96EBAY INC.EBAY67,100$4.5M0.23%
97AUTOZONE INCAZO1,181$4.5M0.23%
98VANGUARD WORLD FD92204A30634,350$4.5M0.22%
99GLOBAL X FDS37954Y673116,974$4.4M0.22%
100SCHWAB CHARLES CORPSCHW-PJ55,899$4.4M0.22%
101CASEYS GEN STORES INC14752810310,062$4.4M0.22%
102MASCO CORPMAS62,430$4.3M0.22%
103PAYPAL HLDGS INCPYPL65,105$4.2M0.21%
104EATON CORP PLCETN15,549$4.2M0.21%
105KRANESHARES TRUST500767306119,201$4.2M0.21%
106DANAHER CORPORATION23585110220,062$4.1M0.21%
107RIO TINTO PLCRTNTF63,868$4.0M0.20%
108ESSEX PPTY TR INC29717810512,624$3.9M0.20%
109EMERSON ELEC COEMR35,496$3.9M0.20%
110ORACLE CORPORCL-PD27,158$3.8M0.19%
111VANGUARD INDEX FDS92290873610,178$3.8M0.19%
112CENCORA INCCOR13,561$3.8M0.19%
113ISHARES TR46428752319,768$3.7M0.19%
114CDW CORPCDW22,693$3.6M0.18%
115EDWARDS LIFESCIENCES CORPEW50,007$3.6M0.18%
116WELLS FARGO CO NEW94974610150,375$3.6M0.18%
117ACCENTURE PLC IRELANDACN11,435$3.6M0.18%
118LOCKHEED MARTIN CORPLMT7,976$3.6M0.18%
119PULTE GROUP INC74586710134,195$3.5M0.18%
120HONEYWELL INTL INC43851610616,524$3.5M0.18%
121BANK AMERICA CORP0605056822,829$3.5M0.18%
122REPUBLIC SVCS INC76075910014,361$3.5M0.18%
123DUKE ENERGY CORP NEWDUKB27,615$3.4M0.17%
124MICRON TECHNOLOGY INCMU37,595$3.3M0.16%
125MCKESSON CORPMCK4,729$3.2M0.16%
126ROPER TECHNOLOGIES INCROP5,367$3.2M0.16%
127VANGUARD SCOTTSDALE FDS92206C87038,481$3.1M0.16%
128INVESCO EXCH TRD SLF IDX FDIVZ150,163$3.1M0.16%
129DIMENSIONAL ETF TRUST25434V40151,042$3.1M0.16%
130MARVELL TECHNOLOGY INCMRVL50,129$3.1M0.16%
131ZOOM COMMUNICATIONS INCZM41,527$3.1M0.15%
132NVR INCNVR421$3.0M0.15%
133WILLIS TOWERS WATSON PLC LTDWTW8,988$3.0M0.15%
134BOOKING HOLDINGS INCBKNG657$3.0M0.15%
135SALESFORCE INCCRM11,138$3.0M0.15%
136INVESCO QQQ TRIVZ6,343$3.0M0.15%
137LAM RESEARCH CORPLRCX40,833$3.0M0.15%
138PLEXUS CORPPLXS22,879$2.9M0.15%
139RTX CORPORATIONRTX21,373$2.8M0.14%
140BRISTOL-MYERS SQUIBB COCELG-RI45,529$2.8M0.14%
141INVESCO EXCHANGE TRADED FD TIVZ29,870$2.8M0.14%
142UNION PAC CORPUNP11,639$2.7M0.14%
143SPDR SER TR78464A76320,240$2.7M0.14%
144TRAVELERS COMPANIES INCTRV9,833$2.6M0.13%
145ADVANCED MICRO DEVICES INCAMD24,868$2.6M0.13%
146SELECT SECTOR SPDR TR81369Y88632,138$2.5M0.13%
147INVESCO EXCH TRD SLF IDX FDIVZ125,409$2.5M0.12%
148PHILIP MORRIS INTL INC71817210915,041$2.4M0.12%
149CUMMINS INCCMI7,505$2.4M0.12%
150MARTIN MARIETTA MATLS INC5732841064,813$2.3M0.12%
151NATIONAL VISION HLDGS INCEYE180,000$2.3M0.12%
152WELLS FARGO CO NEW9497468041,894$2.3M0.11%
153VANGUARD INDEX FDS92290855324,385$2.2M0.11%
154V F CORPVFC137,543$2.1M0.11%
155INVESCO EXCHANGE TRADED FD TIVZ52,130$2.1M0.11%
156VISTRA CORPVST17,793$2.1M0.11%
157ISHARES TR46428766322,301$2.1M0.10%
158CAPITAL ONE FINL CORP14040H10511,447$2.1M0.10%
159NORFOLK SOUTHN CORP6558441088,604$2.0M0.10%
160S&P GLOBAL INCSPGI3,993$2.0M0.10%
161VANGUARD INDEX FDS9229087697,376$2.0M0.10%
162BOEING COBA-PA11,870$2.0M0.10%
163OREILLY AUTOMOTIVE INC67103H1071,381$2.0M0.10%
164EMCOR GROUP INCEME5,346$2.0M0.10%
165SHELL PLCRYDAF26,623$2.0M0.10%
166MONDELEZ INTL INC60920710528,556$1.9M0.10%
167ISHARES TR46428861218,368$1.9M0.10%
168LKQ CORPLKQ45,504$1.9M0.10%
169ISHARES TR4642871017,101$1.9M0.10%
170SELECT SECTOR SPDR TR81369Y60538,531$1.9M0.10%
171QUALCOMM INCQCOM12,320$1.9M0.10%
172INVESCO EXCH TRD SLF IDX FDIVZ96,479$1.9M0.09%
173WEYERHAEUSER CO MTN BEWY64,096$1.9M0.09%
174ISHARES TR46436E85881,549$1.9M0.09%
175DIAGEO PLCDGEAF17,595$1.9M0.09%
176ISHARES TR46434V29029,500$1.8M0.09%
177TIDEWATER INC NEWTDGMW42,337$1.8M0.09%
178TRANE TECHNOLOGIES PLCTT5,291$1.8M0.09%
179AMERIS BANCORPABCB30,001$1.7M0.09%
180SHOPIFY INCSHOP17,868$1.7M0.09%
181PFIZER INCPFE67,194$1.7M0.09%
182PPG INDS INC69350610715,560$1.7M0.09%
183SOUTHSTATE CORPORATIONSSB18,315$1.7M0.09%
184GRACO INCGGG19,814$1.7M0.08%
185DISNEY WALT CO25468710616,500$1.6M0.08%
186COLGATE PALMOLIVE COCL17,141$1.6M0.08%
187NIKE INCNKE24,865$1.6M0.08%
188ILLINOIS TOOL WKS INC4523081096,304$1.6M0.08%
189ROBLOX CORPRBLX26,934$1.6M0.08%
190AFLAC INCAFL14,101$1.6M0.08%
191ISHARES TR46436E86666,677$1.6M0.08%
192AMERICAN INTL GROUP INC02687478417,788$1.5M0.08%
193UNIVERSAL DISPLAY CORPOLED11,038$1.5M0.08%
194DIMENSIONAL ETF TRUST25434V60929,849$1.5M0.08%
195AUTOMATIC DATA PROCESSING INADP4,952$1.5M0.08%
196SPOTIFY TECHNOLOGY S ASPOT2,669$1.5M0.07%
197JONES LANG LASALLE INCJLL5,789$1.4M0.07%
198ISHARES TR46428875214,958$1.4M0.07%
199TEXAS INSTRS INC8825081047,921$1.4M0.07%
200PALO ALTO NETWORKS INCPANW8,289$1.4M0.07%
201GLOBAL PMTS INC37940X10214,341$1.4M0.07%
202TEXTRON INCTXT19,158$1.4M0.07%
203TRANSDIGM GROUP INCTDG993$1.4M0.07%
204PRINCIPAL FINANCIAL GROUP INPFG16,192$1.4M0.07%
205INVESCO ACTIVELY MANAGED EXCIVZ26,952$1.4M0.07%
206VANGUARD ADMIRAL FDS INC92193286912,875$1.3M0.07%
207ISHARES TR46428815812,541$1.3M0.07%
208MARATHON PETE CORPMARA9,089$1.3M0.07%
209SYNOPSYS INCSNPS3,053$1.3M0.07%
210BECTON DICKINSON & COBDX5,627$1.3M0.06%
211ASML HOLDING N VASMLF1,945$1.3M0.06%
212VERIZON COMMUNICATIONS INCVZ28,320$1.3M0.06%
213IQVIA HLDGS INCIQV7,212$1.3M0.06%
214NORTHROP GRUMMAN CORPNOC2,475$1.3M0.06%
215CHUBB LIMITEDCB4,177$1.3M0.06%
216UNITED PARCEL SERVICE INCUPS11,377$1.3M0.06%
217IDEX CORP45167R1046,878$1.2M0.06%
218DIAMONDBACK ENERGY INCFANG7,711$1.2M0.06%
219AIR PRODS & CHEMS INCAIIR4,171$1.2M0.06%
220AT&T INCT-PC43,477$1.2M0.06%
221STATE STR CORPSTT-PG13,532$1.2M0.06%
222CONSTELLATION ENERGY CORPCEG5,849$1.2M0.06%
223NXP SEMICONDUCTORS N VNXPI6,040$1.2M0.06%
224WORKDAY INCWDAY4,935$1.2M0.06%
225DRIVEN BRANDS HLDGS INCDRVN65,963$1.1M0.06%
226NATIONAL FUEL GAS CONFG14,178$1.1M0.06%
227VANGUARD WORLD FD92204A1083,464$1.1M0.06%
228MERCADOLIBRE INCMELI573$1.1M0.06%
229SITEONE LANDSCAPE SUPPLY INCSITE9,000$1.1M0.06%
230SELECT SECTOR SPDR TR81369Y50611,653$1.1M0.05%
231CRANE COMPANYCR6,990$1.1M0.05%
232DISCOVER FINL SVCS2547091086,272$1.1M0.05%
233METTLER TOLEDO INTERNATIONALMTD901$1.1M0.05%
234DOVER CORPDOV6,031$1.1M0.05%
2353M COMMM7,167$1.1M0.05%
236AMGEN INCAMGN3,338$1.0M0.05%
237RHRH4,338$1.0M0.05%
238DIMENSIONAL ETF TRUST25434V50016,918$1.0M0.05%
239STARBUCKS CORPSBUX10,278$1.0M0.05%
240MSCI INCMSCI1,779$1.0M0.05%
241DIMENSIONAL ETF TRUST25434V70830,235$997,4530.05%
242CARMAX INCKMX12,699$989,5070.05%
243GRAYSCALE BITCOIN TRUST ETFGBTC14,983$976,4430.05%
244GE AEROSPACE3696043014,849$972,2620.05%
245HILTON WORLDWIDE HLDGS INCHLT4,259$969,2370.05%
246WEC ENERGY GROUP INCWEC8,414$916,9580.05%
247TOPBUILD CORPBLD3,000$914,8500.05%
248SELECT SECTOR SPDR TR81369Y7046,909$905,5630.05%
249ISHARES TR4642873099,705$900,9560.05%
250LOEWS CORPL9,637$885,7630.04%
251OMNICOM GROUP INCOMC10,516$879,2430.04%
252NOVARTIS AGNVSEF7,575$873,7420.04%
253METLIFE INCMET-PF10,737$862,0740.04%
254L3HARRIS TECHNOLOGIES INCLHX4,113$860,8930.04%
255IRON MTN INC DEL46284V1019,878$854,8110.04%
256BROOKFIELD RENEWABLE CORPBEPC30,369$847,9030.04%
257TARGET CORPTGT7,989$833,7330.04%
258HUNTINGTON INGALLS INDS INC4464131064,064$829,2190.04%
259ISHARES TR4642877215,838$819,9110.04%
260EASTMAN CHEM COEMN9,137$812,6450.04%
261CARRIER GLOBAL CORPORATIONCARR12,755$808,6670.04%
262FIDELITY COVINGTON TRUST31609260011,770$804,1270.04%
263GALLAGHER ARTHUR J & CO3635761092,300$794,0520.04%
264VANGUARD BD INDEX FDS92193782710,122$792,3510.04%
265CVS HEALTH CORPCVS11,640$788,6100.04%
266ISHARES TR46428868725,264$776,3630.04%
267YUM BRANDS INCYUM4,892$769,8060.04%
268ARCH CAP GROUP LTDG0450A1057,941$763,7660.04%
269FIDELITY COVINGTON TRUST31609270911,141$762,8250.04%
270WISDOMTREE TRWT15,267$756,0230.04%
271MANULIFE FINL CORP56501R10623,574$734,3310.04%
272KIMBERLY-CLARK CORPKMB5,093$730,7630.04%
273MEDTRONIC PLCMDT8,005$724,8980.04%
274ZOETIS INCZTS4,389$722,6490.04%
275SELECT SECTOR SPDR TR81369Y3088,756$715,1030.04%
276SPDR SER TR78464A75512,755$714,1530.04%
277RALPH LAUREN CORPRL3,199$708,7870.04%
278BLACKROCK INCBLK742$702,2890.04%
279SHERWIN WILLIAMS COSHW1,985$693,1430.03%
280AUTODESK INCADSK2,623$686,7650.03%
281DIMENSIONAL ETF TRUST25434V80717,152$675,1110.03%
282PAYCHEX INCPAYX4,375$674,9750.03%
283REGIONS FINANCIAL CORP NEWRF-PF30,494$670,2590.03%
284VANGUARD INDEX FDS9229086113,563$663,6740.03%
285NOVO-NORDISK A SNONOF9,402$660,2540.03%
286US BANCORP DELUSB-PS15,367$656,4750.03%
287SYSCO CORPSYY8,593$644,8190.03%
288SLR INVESTMENT CORPSLRC37,987$640,4610.03%
289MONOLITHIC PWR SYS INC6098391051,101$640,2760.03%
290ISHARES TR4642874657,718$630,7930.03%
291ISHARES TR4642872266,279$621,1190.03%
292ISHARES TR46428776210,000$608,9000.03%
293MARSH & MCLENNAN COS INC5717481022,475$603,9750.03%
294ISHARES TR4642875726,256$602,3910.03%
295ISHARES TR4642894382,855$602,2340.03%
296TESLA INCTSLA2,261$585,9500.03%
297ISHARES TR4642877885,131$579,0340.03%
298ISHARES TR4642874996,770$575,9280.03%
299SCHLUMBERGER LTDSLB13,533$568,7020.03%
300WILLIAMS COS INC9694571009,412$562,4730.03%
301ARISTA NETWORKS INCANET7,173$555,7670.03%
302FORTIVE CORPFTV7,503$549,0700.03%
303WISDOMTREE TRWT4,935$541,8650.03%
304WEST PHARMACEUTICAL SVSC INC9553061052,400$537,3120.03%
305VANGUARD TAX-MANAGED FDS92194385810,506$534,0390.03%
306HUBBELL INCHUBB1,600$529,4560.03%
307ALTRIA GROUP INCMO8,625$526,4410.03%
308IDEXX LABS INC45168D1041,250$524,9380.03%
309OTIS WORLDWIDE CORPOTIS4,949$510,7710.03%
310VANGUARD INTL EQUITY INDEX F92204285811,127$503,6270.03%
311SERVISFIRST BANCSHARES INCSFBS6,000$495,6000.02%
312ROCKWELL AUTOMATION INCROK1,865$481,8080.02%
313SKYWORKS SOLUTIONS INCSWKS7,445$481,1710.02%
314DIMENSIONAL ETF TRUST25434V20315,400$480,9420.02%
315CHURCH & DWIGHT CO INCCHD4,345$478,3860.02%
316M & T BK CORP55261F1042,663$476,0120.02%
317PEMBINA PIPELINE CORPPPLOF11,575$463,3480.02%
318TRIMBLE INCTRMB7,043$462,3410.02%
319TD SYNNEX CORPORATIONSNX4,398$457,2170.02%
320J P MORGAN EXCHANGE TRADED F46641Q3327,912$452,1050.02%
321VANGUARD WHITEHALL FDS9219464063,455$445,5570.02%
322VANGUARD WORLD FD92204A4053,728$445,3850.02%
323SELECT SECTOR SPDR TR81369Y8524,589$442,6100.02%
324VANGUARD INTL EQUITY INDEX F9220427423,742$433,9390.02%
325BLACKSTONE INCBX3,104$433,8510.02%
326CORNING INCGLW9,471$433,6020.02%
327FIDELITY NATIONAL FINANCIALFNF6,500$423,0200.02%
328VANGUARD STAR FDS9219097686,620$411,1020.02%
329CONOCOPHILLIPSCOP3,864$405,7790.02%
330CADENCE DESIGN SYSTEM INCCDNS1,582$402,3510.02%
331GRAINGER W W INC384802104400$395,1320.02%
332DIGITAL RLTY TR INC2538681032,692$385,7160.02%
333ISHARES TR4642876481,469$375,3740.02%
334PROSHARES TR74348A4673,652$374,8610.02%
335PALANTIR TECHNOLOGIES INCPLTR4,400$371,3600.02%
336ISHARES TR46429B5987,185$369,8840.02%
337KRATOS DEFENSE & SEC SOLUTIO50077B20712,449$369,6110.02%
338ECOLAB INCECL1,451$368,8010.02%
339SELECT SECTOR SPDR TR81369Y8608,645$361,7940.02%
340CRANE NXT COCXT6,994$359,5130.02%
341ENCOMPASS HEALTH CORPEHC3,514$355,8970.02%
342ISHARES TR4642875562,775$354,9230.02%
343DOLLAR TREE INCDLTR4,721$354,3680.02%
344DOMINION ENERGY INCD6,316$354,1390.02%
345SELECT SECTOR SPDR TR81369Y2092,410$351,8870.02%
346KKR & CO INCKKRT3,019$349,0640.02%
347KENVUE INCKVUE14,551$348,9330.02%
348INSTALLED BLDG PRODS INC45780R1012,000$342,9200.02%
349FREEPORT-MCMORAN INCFCX8,970$339,6050.02%
350BOSTON SCIENTIFIC CORPBSX3,286$331,4920.02%
351ISHARES TR46432F3391,936$330,8440.02%
352HEICO CORP NEWHEI-A1,238$330,7820.02%
353VERALTO CORPVLTO3,374$329,1680.02%
354VANECK ETF TRUST92189F1067,145$328,4560.02%
355GE VERNOVA INCGEV1,073$327,5660.02%
356WINNEBAGO INDS INC9746371009,500$327,3700.02%
357SPDR SER TR78464A8883,328$322,5290.02%
358BARINGS CORPORATE INVS06759X10713,692$320,9390.02%
359ISHARES TR4642874323,417$311,0500.02%
360CANADIAN PACIFIC KANSAS CITYCP4,359$306,6430.02%
361ISHARES INC4642866656,900$304,2900.02%
362KONTOOR BRANDS INCKTB4,685$300,4500.02%
363SCHWAB STRATEGIC TR80852420113,584$299,9350.02%
364REDWOOD TRUST INCRWTQ49,407$299,9010.02%
365PHILLIPS 66PSX2,409$297,5020.01%
366CLOROX CO DELCLX2,001$294,6480.01%
367ISHARES U S ETF TR46431W6483,893$291,7420.01%
368INVESCO EXCH TRADED FD TR IIIVZ2,930$291,0650.01%
369ACUITY INCAYI1,103$290,4760.01%
370ISHARES TR46436E84112,865$288,4340.01%
371XCEL ENERGY INCXELLL4,022$287,0290.01%
372GRAYSCALE BITCOIN MINI TR ET3899302077,804$284,7680.01%
373KROGER COKR4,173$282,4710.01%
374ADVISOR MANAGED PORTFOLIOS00777X6606,794$282,2300.01%
375AGILENT TECHNOLOGIES INCA2,400$280,7520.01%
376FORTINET INCFTNT2,907$279,8280.01%
377VANGUARD WORLD FD92204A8761,632$278,7620.01%
378UNUM GROUPUNMA3,410$277,7790.01%
379BEIGENE LTDBEIGF1,000$272,1700.01%
380ISHARES TR4642871682,026$272,0720.01%
381STERIS PLCSTE1,200$271,9800.01%
382GILEAD SCIENCES INCGILD2,400$268,9200.01%
383CSX CORPCSX9,000$264,8700.01%
384NEOS ETF TRUST78433H6755,502$260,9600.01%
385ENBRIDGE INCENNPF5,888$260,8980.01%
386GENERAL MLS INC3703341044,342$259,6090.01%
387HOWARD HUGHES HOLDINGS INCHHH3,500$259,2800.01%
388SYNOVUS FINL CORP87161C5015,400$254,5020.01%
389UBER TECHNOLOGIES INCUBER3,482$253,7020.01%
390TEXAS ROADHOUSE INCTXRH1,513$253,0730.01%
391BARINGS PARTN INVS06761A10314,190$250,1720.01%
392HAVERTY FURNITURE COS INC41959620012,465$245,9350.01%
393CONSOLIDATED EDISON INCED2,222$245,7310.01%
394CHIPOTLE MEXICAN GRILL INCCMG4,860$244,0210.01%
395NUCOR CORPNUE2,015$243,5940.01%
396LULULEMON ATHLETICA INCLULU834$236,0730.01%
397THE CIGNA GROUP125523100715$235,3890.01%
398VERTEX PHARMACEUTICALS INCVRTX485$235,1380.01%
399ONEOK INC NEWOKE2,339$232,0330.01%
400VERISIGN INCVRSN900$228,4830.01%
401AMERICAN WTR WKS CO INC NEW0304201031,548$228,3970.01%
402ALLEGION PLCALLE1,748$228,0450.01%
403CHECK POINT SOFTWARE TECH LTM22465104979$223,1340.01%
404ISHARES TR4642882403,965$219,8600.01%
405FIRSTENERGY CORPFE5,398$218,1880.01%
406HERSHEY COHSY1,275$218,0640.01%
407INVESCO EXCHANGE TRADED FD TIVZ1,898$213,8310.01%
408INGERSOLL RAND INCIR2,626$210,1310.01%
409SPDR SER TR78468R2006,798$209,5150.01%
410VERTIV HOLDINGS COVRT2,863$206,7320.01%
411JACOBS SOLUTIONS INCJ1,702$205,7400.01%
412INTEL CORPINTC8,924$202,6570.01%
413ENERGY TRANSFER L PET-PI10,508$195,3440.01%
414DARDEN RESTAURANTS INCDRI936$194,4640.01%
415SEMPRASREA2,700$194,4140.01%
416SOUTHERN COPPER CORPSCCO2,057$192,2480.01%
417WISDOMTREE TRWT3,219$191,8490.01%
418INTERPUBLIC GROUP COS INCINTR7,000$190,1200.01%
419ENTERPRISE PRODS PARTNERS L2937921075,550$189,4770.01%
420RIVIAN AUTOMOTIVE INCRIVN15,154$188,6680.01%
421ISHARES TR4642877963,825$188,5730.01%
422CURTISS WRIGHT CORPCW592$187,9490.01%
423VANGUARD WORLD FD92204A504709$187,6940.01%
424PPL CORPPPLC5,100$185,5510.01%
425CLOUDFLARE INCNET1,645$185,3760.01%
426VANGUARD INDEX FDS922908637718$184,5480.01%
427EOG RES INCEOG1,434$183,9190.01%
428QUALYS INCQLYS1,448$182,3470.01%
429VANGUARD INDEX FDS9229085121,130$181,4110.01%
430SCHWAB STRATEGIC TR8085245086,642$174,0210.01%
431DECKERS OUTDOOR CORPDECK1,554$173,7530.01%
432ISHARES TR4642874811,392$163,5470.01%
433ISHARES TR4642878122,250$161,0330.01%
434QUEST DIAGNOSTICS INCDGX950$160,7400.01%
435BLACKROCK MUNIYIELD FD INCBLK14,939$158,1840.01%
436UNILEVER PLCUNLYF2,600$154,8300.01%
437NNN REIT INCNNN3,613$154,1050.01%
438NEOS ETF TRUST78433H3033,202$153,3440.01%
439VANGUARD WORLD FD92204A702282$152,9800.01%
440REALTY INCOME CORPO2,580$149,6660.01%
441PRUDENTIAL FINL INCPUKPF1,325$147,9760.01%
442BROWN & BROWN INCBRO1,177$146,4190.01%
443APTARGROUP INCATR984$145,9350.01%
444PLANET FITNESS INCPLNT1,478$142,7900.01%
445ATLANTA BRAVES HLDGS INCBATRB3,560$142,4360.01%
446WASTE MGMT INC DEL94106L109612$141,6850.01%
447VIKING THERAPEUTICS INCVKTX5,862$141,5730.01%
448COLUMBIA SPORTSWEAR COCOLM1,852$140,1780.01%
449ALLISON TRANSMISSION HLDGS IALSN1,441$137,8610.01%
450ENTERGY CORP NEWENO1,602$136,9550.01%
451TORTOISE CAPITAL SERIES TRUS8909301006,622$136,7450.01%
452EVERSOURCE ENERGYES2,200$136,6420.01%
453ROBERT HALF INC.RHI2,500$136,3750.01%
454COMCAST CORP NEWCCZ3,670$135,4230.01%
455PROGRESSIVE CORP743315103478$135,3480.01%
456KLA CORPKLAC199$135,2810.01%
457ISHARES TR4642878381,000$134,8000.01%
458HAVERTY FURNITURE COS INC4195961016,791$133,9190.01%
459ISHARES TR4642871922,091$133,8870.01%
460VANGUARD MUN BD FDS9229077462,694$133,6770.01%
461ALPS ETF TR00162Q4522,565$133,2350.01%
462NVENT ELECTRIC PLCNVT2,532$132,7280.01%
463ISHARES TR4642875491,450$131,4610.01%
464SOLVENTUM CORPSOLV1,708$129,8770.01%
465EASTERLY GOVT PPTYS INC27616P10312,180$129,1080.01%
466LTC PPTYS INC5021751023,616$128,1810.01%
467TARGA RES CORPTRGP633$126,8600.01%
468INVESCO EXCH TRD SLF IDX FDIVZ6,186$125,8860.01%
469ISHARES TR4642888102,070$124,5940.01%
470FIRST TR EXCHANGE-TRADED FD33741X1023,684$123,4140.01%
471ISHARES TR4642886611,042$123,0970.01%
472TYSON FOODS INCTSN1,924$122,7710.01%
473EASTGROUP PPTYS INC277276101690$122,5100.01%
474YUM CHINA HLDGS INCYUMC2,350$122,3630.01%
475VANECK ETF TRUST92189F4297,279$122,0000.01%
476VANGUARD INDEX FDS922908538496$121,3420.01%
477CME GROUP INCCME452$119,8640.01%
478SOUTHWEST AIRLS CO8447411083,546$119,7130.01%
479ROBINHOOD MKTS INC7707001022,872$119,5480.01%
480SPDR SER TR78464A8051,756$119,4260.01%
481TRADEWEB MKTS INC892672106797$118,3720.01%
482MOODYS CORPMCO253$117,9920.01%
483SIMON PPTY GROUP INC NEW828806109702$116,5890.01%
484DELL TECHNOLOGIES INCDELL1,276$116,3080.01%
485SAP SESAPGF428$115,0090.01%
486OMEGA HEALTHCARE INVS INC6819361003,015$114,8110.01%
487WHIRLPOOL CORPWHR-PA1,266$114,1050.01%
488VICI PPTYS INC9256521093,446$112,4090.01%
489FEDEX CORPFDX454$111,2790.01%
490REAVES UTIL INCOME FD7561581013,416$111,1560.01%
491ALLSTATE CORPALL-PJ533$110,8860.01%
492APOLLO GLOBAL MGMT INC03769M106800$109,5520.01%
493BLACKROCK UTILS INFRASTRUCTUBLK4,761$107,7420.01%
494VERISK ANALYTICS INCVRSK360$107,1440.01%
495CHENIERE ENERGY INCLNG462$106,9780.01%
496GE HEALTHCARE TECHNOLOGIES IGEHC1,306$105,4230.01%
497SERVICENOW INCNOW132$105,0910.01%
498EMBRAER S.A.EMBJ2,266$104,6890.01%
499SCOTTS MIRACLE-GRO COSMG1,894$103,9760.01%
500DELTA AIR LINES INC DELDAL2,384$103,9430.01%