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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 COMBINATION REPORT

HALLMARK CAPITAL MANAGEMENT INC

Quarter ended Q3 2024 · Filed November 6, 2024 · Accession 0000924166-24-000008

Total Value
$1.35B
Positions
547
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD RUSSELL 1000 GROWTH ETF92206C680489,367$47.2M3.50%
2APPLE INC COMAAPL188,548$43.9M3.26%
3BROADCOM INC COMAVGO224,052$38.6M2.86%
4MICROSOFT CORP COMMSFT67,847$29.2M2.16%
5ORACLE CORP COMORCL-PD147,905$25.2M1.87%
6PROGRESSIVE CORP COM74331510388,957$22.6M1.67%
7HUBBELL INC COMHUBB51,725$22.2M1.64%
8METLIFE INC COMMET-PF263,739$21.8M1.61%
9AMGEN INC COMAMGN67,381$21.7M1.61%
10ALPHABET INC CAP STK CL AGOOG128,557$21.3M1.58%
11JABIL INC COMJBL176,362$21.1M1.57%
12VERTEX PHARMACEUTICALS INC COMVRTX45,024$20.9M1.55%
13VERIZON COMMUNICATIONS INC COMVZ465,605$20.9M1.55%
14AMKOR TECHNOLOGY INC COMAMKR672,372$20.6M1.52%
15CACI INTL INC CL A12719030440,016$20.2M1.50%
16MORGAN STANLEY COM NEWMS-PQ192,118$20.0M1.48%
17GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF37954Y632531,651$19.8M1.46%
18CISCO SYS INC COMCSCO366,824$19.5M1.45%
19T-MOBILE US INC COMTMUSZ94,044$19.4M1.44%
20CENCORA INC COMCOR86,117$19.4M1.44%
21ROSS STORES INC COMROST122,421$18.4M1.37%
22ACCENTURE PLC IRELAND SHS CLASS AACN52,116$18.4M1.36%
23STARWOOD PPTY TR INC COMSTHO889,225$18.1M1.34%
24TAPESTRY INC COMTPR382,974$18.0M1.33%
25PAYPAL HLDGS INC COMPYPL230,578$18.0M1.33%
26NATIONAL FUEL GAS CO COMNFG294,611$17.9M1.32%
27ASSURANT INC COMAIZN89,767$17.9M1.32%
28ELEVANCE HEALTH INC COMELV34,109$17.7M1.31%
29CHEVRON CORP NEW COMCVX120,204$17.7M1.31%
30VANGUARD VALUE ETF92290874499,715$17.4M1.29%
31AMDOCS LTD SHSDOX197,122$17.2M1.28%
32THE CIGNA GROUP COM12552310049,680$17.2M1.28%
33SS&C TECHNOLOGIES HLDGS INC COMSSNC230,796$17.1M1.27%
34PFIZER INC COMPFE587,185$17.0M1.26%
35TARGET CORP COMTGT102,677$16.0M1.19%
36DARDEN RESTAURANTS INC COMDRI96,375$15.8M1.17%
37NEWMONT CORP COMNEMCL295,142$15.8M1.17%
38HONEYWELL INTL INC COM43851610676,084$15.7M1.17%
39CONAGRA BRANDS INC COMCAG480,374$15.6M1.16%
40INVESCO S&P 500 EQUAL WEIGHT ETFIVZ86,973$15.6M1.15%
41DELL TECHNOLOGIES INC CL CDELL130,698$15.5M1.15%
42BJS WHSL CLUB HLDGS INC05550J101185,346$15.3M1.13%
43MAGNOLIA OIL & GAS CORP CL AMGY602,642$14.7M1.09%
44JPMORGAN ULTRA-SHORT INCOME ETF46641Q837263,884$13.4M0.99%
45MACQUARIE FOCUSED LARGE GROWTH ETFNRSCF448,882$12.2M0.90%
46INVESCO KBW BANK ETFIVZ192,721$11.3M0.84%
47INVESCO AEROSPACE & DEFENSE ETFIVZ78,050$9.0M0.66%
48ISHARES CORE MSCI PACIFIC ETF46434V696127,317$8.5M0.63%
49WISDOMTREE EUROPE HEDGED EQUITY FUNDWT173,322$7.8M0.58%
50BROADCOM INC COMAVGO28,545$4.9M0.36%
51SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF78468R55631,933$4.2M0.31%
52QUALCOMM INC COMQCOM23,981$4.1M0.30%
53AMAZON COM INC COMAMZN21,833$4.1M0.30%
54FIRST TRUST CLOUD COMPUTING ETF33734X19239,650$4.1M0.30%
55ABBVIE INC COMABBV20,321$4.0M0.30%
56ISHARES S&P 500 GROWTH ETF46428730941,521$4.0M0.29%
57CATERPILLAR INC COMCAT10,164$4.0M0.29%
58JPMORGAN CHASE & CO. COMVYLD18,647$3.9M0.29%
59NETAPP INC COMNTAP31,493$3.9M0.29%
60APPLE INC COMAAPL16,629$3.9M0.29%
61PUBLIC SVC ENTERPRISE GRP INC COM74457310641,773$3.7M0.28%
62SPDR S&P DIVIDEND ETF78464A76325,991$3.7M0.27%
63ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF46428751540,783$3.6M0.27%
64STARBUCKS CORP COMSBUX37,145$3.6M0.27%
65MERCK & CO INC COMMRK31,348$3.6M0.26%
66LOCKHEED MARTIN CORP COMLMT5,975$3.5M0.26%
67HOME DEPOT INC COMHD8,569$3.5M0.26%
68AMERICAN ELEC PWR CO INC COM02553710133,378$3.4M0.25%
69INTERNATIONAL BUSINESS MACHS COMINTR15,254$3.4M0.25%
70TRAVELERS COMPANIES INC COMTRV14,012$3.3M0.24%
71PROCTER AND GAMBLE CO COM74271810918,761$3.2M0.24%
72PORTLAND GEN ELEC CO COM NEW73650884767,476$3.2M0.24%
73GENERAL DYNAMICS CORP COMGD10,654$3.2M0.24%
74US BANCORP DEL COM NEWUSB-PS70,289$3.2M0.24%
75STATE STR CORP COMSTT-PG36,169$3.2M0.24%
76AMGEN INC COMAMGN9,917$3.2M0.24%
77REALTY INCOME CORP COMO50,182$3.2M0.24%
78VANGUARD MID-CAP GROWTH ETF92290853813,047$3.2M0.24%
79MORGAN STANLEY COM NEWMS-PQ30,400$3.2M0.23%
80ORACLE CORP COMORCL-PD18,502$3.2M0.23%
81MICROSOFT CORP COMMSFT7,315$3.1M0.23%
82AT&T INC COMT-PC142,953$3.1M0.23%
83COCA COLA CO COMKO43,605$3.1M0.23%
84FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF33738R70441,924$3.1M0.23%
85CISCO SYS INC COMCSCO58,800$3.1M0.23%
86ISHARES CORE S&P 500 ETF4642872005,361$3.1M0.23%
87HP INC COMHPQ85,902$3.1M0.23%
88METLIFE INC COMMET-PF37,190$3.1M0.23%
89CHEVRON CORP NEW COMCVX20,783$3.1M0.23%
90VERIZON COMMUNICATIONS INC COMVZ67,770$3.0M0.23%
91INVESCO DORSEY WRIGHT TECHNOLOGY MOMENTUM ETFIVZ47,887$3.0M0.23%
92MCDONALDS CORP COMMCD9,956$3.0M0.22%
93NVIDIA CORPORATION COMNVDA24,957$3.0M0.22%
94GENERAL MLS INC COM37033410440,875$3.0M0.22%
95KINDER MORGAN INC DEL COMEP-PC136,196$3.0M0.22%
96PROGRESSIVE CORP COM74331510311,798$3.0M0.22%
97VICI PPTYS INC COM92565210989,683$3.0M0.22%
98EXXON MOBIL CORP COMXOM25,393$3.0M0.22%
99JOHNSON & JOHNSON COMJNJ18,105$2.9M0.22%
100TEXAS INSTRS INC COM88250810414,070$2.9M0.22%
101CVS HEALTH CORP COMCVS45,888$2.9M0.21%
102SONOCO PRODS CO COM83549510252,626$2.9M0.21%
103AMDOCS LTD SHSDOX32,253$2.8M0.21%
104GILEAD SCIENCES INC COMGILD33,432$2.8M0.21%
105STARWOOD PPTY TR INC COMSTHO137,230$2.8M0.21%
106COMCAST CORP NEW CL ACCZ66,941$2.8M0.21%
107HUBBELL INC COMHUBB6,431$2.8M0.20%
108UNITED PARCEL SERVICE INC CL BUPS20,067$2.7M0.20%
109EOG RES INC COMEOG22,023$2.7M0.20%
110PEPSICO INC COMPEP15,739$2.7M0.20%
111PFIZER INC COMPFE91,557$2.6M0.20%
112MSC INDL DIRECT INC CL A55353010630,643$2.6M0.20%
113PRUDENTIAL FINL INC COMPUKPF21,405$2.6M0.19%
114AMPLIFY CYBERSECURITY ETF03210866437,546$2.6M0.19%
115VANGUARD MID-CAP VALUE ETF92290851215,253$2.6M0.19%
116VERTEX PHARMACEUTICALS INC COMVRTX5,450$2.5M0.19%
117BRISTOL-MYERS SQUIBB CO COMCELG-RI47,098$2.4M0.18%
118CACI INTL INC CL A1271903044,805$2.4M0.18%
119LYONDELLBASELL INDUSTRIES N V SHS - A -LYB24,633$2.4M0.18%
120JABIL INC COMJBL18,839$2.3M0.17%
121ISHARES SEMICONDUCTOR ETF4642875239,508$2.2M0.16%
122ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF30150570738,074$2.2M0.16%
123ISHARES IBONDS DEC 2025 TERM CORPORATE ETF46434VBD185,791$2.2M0.16%
124VANGUARD SHORT-TERM BOND ETF92193782727,255$2.1M0.16%
125T-MOBILE US INC COMTMUSZ10,298$2.1M0.16%
126PAYPAL HLDGS INC COMPYPL26,921$2.1M0.16%
127ALPHABET INC CAP STK CL AGOOG12,647$2.1M0.16%
128ASSURANT INC COMAIZN10,294$2.0M0.15%
129TR ACTIVEBETA US LARGE CAP EQUITY ETFNVGLF17,989$2.0M0.15%
130VANGUARD TOTAL INTERNATIONAL BOND ETF92203J40740,230$2.0M0.15%
131ACCENTURE PLC IRELAND SHS CLASS AACN5,684$2.0M0.15%
132ELI LILLY & CO COMLLY2,260$2.0M0.15%
133ISHARES IBONDS DEC 2026 TERM CORPORATE ETF46435GAA081,728$2.0M0.15%
134TAPESTRY INC COMTPR42,131$2.0M0.15%
135THE CIGNA GROUP COM1255231005,705$2.0M0.15%
136SPDR S&P 500 ETF TRUSTSPY3,386$1.9M0.14%
137CENCORA INC COMCOR8,582$1.9M0.14%
138VANGUARD RUSSELL 1000 GROWTH ETF92206C68019,744$1.9M0.14%
139DARDEN RESTAURANTS INC COMDRI11,596$1.9M0.14%
140NATIONAL FUEL GAS CO COMNFG31,355$1.9M0.14%
141ISHARES IBONDS DEC 2024 TERM CORPORATE ETF46434VBG473,045$1.8M0.14%
142DELL TECHNOLOGIES INC CL CDELL15,492$1.8M0.14%
143ISHARES IBONDS DEC 2027 TERM CORPORATE ETF46435UAA974,118$1.8M0.13%
144BJS WHSL CLUB HLDGS INC05550J10121,668$1.8M0.13%
145AMKOR TECHNOLOGY INC COMAMKR58,329$1.8M0.13%
146ELEVANCE HEALTH INC COMELV3,394$1.8M0.13%
147JPMORGAN U.S. TECH LEADERS ETF46654Q73225,669$1.8M0.13%
148HONEYWELL INTL INC COM4385161068,343$1.7M0.13%
149MAGNOLIA OIL & GAS CORP CL AMGY70,422$1.7M0.13%
150INTERNATIONAL BUSINESS MACHS COMINTR7,692$1.7M0.13%
151VANGUARD SMALL-CAP GROWTH ETF9229085956,355$1.7M0.13%
152TARGET CORP COMTGT10,855$1.7M0.13%
153ISHARES CORE MSCI EAFE ETF46432F84221,231$1.7M0.12%
154ROSS STORES INC COMROST10,924$1.6M0.12%
155CONAGRA BRANDS INC COMCAG47,661$1.5M0.11%
156JPMORGAN CHASE & CO. COMVYLD7,216$1.5M0.11%
157VANGUARD SHORT-TERM CORPORATE BOND ETF92206C40919,149$1.5M0.11%
158SPDR S&P 500 ETF TRUSTSPY2,622$1.5M0.11%
159CATERPILLAR INC COMCAT3,786$1.5M0.11%
160ISHARES U.S. MEDICAL DEVICES ETF46428881024,715$1.5M0.11%
161US BANCORP DEL COM NEWUSB-PS31,431$1.4M0.11%
162VANGUARD FTSE EMERGING MARKETS ETF92204285829,928$1.4M0.11%
163STARBUCKS CORP COMSBUX14,522$1.4M0.10%
164AT&T INC COMT-PC63,266$1.4M0.10%
165PROCTER AND GAMBLE CO COM7427181098,010$1.4M0.10%
166HOME DEPOT INC COMHD3,371$1.4M0.10%
167ABBVIE INC COMABBV6,868$1.4M0.10%
168NETAPP INC COMNTAP10,887$1.3M0.10%
169ARISTA NETWORKS INC COMANET3,477$1.3M0.10%
170COCA COLA CO COMKO18,392$1.3M0.10%
171SCHWAB US DIVIDEND EQUITY ETF80852479715,482$1.3M0.10%
172STATE STR CORP COMSTT-PG14,525$1.3M0.10%
173KINDER MORGAN INC DEL COMEP-PC58,139$1.3M0.10%
174AMERICAN ELEC PWR CO INC COM02553710112,467$1.3M0.09%
175TECHNOLOGY SELECT SECTOR SPDR FUND81369Y8035,590$1.3M0.09%
176ISHARES IBONDS DEC 2028 TERM CORPORATE ETF46435U51549,301$1.3M0.09%
177PORTLAND GEN ELEC CO COM NEW73650884726,251$1.3M0.09%
178TRAVELERS COMPANIES INC COMTRV5,275$1.2M0.09%
179GENERAL MLS INC COM37033410416,615$1.2M0.09%
180VISA INC COM CL AV4,453$1.2M0.09%
181BRISTOL-MYERS SQUIBB CO COMCELG-RI23,657$1.2M0.09%
182CVS HEALTH CORP COMCVS19,139$1.2M0.09%
183GENERAL DYNAMICS CORP COMGD3,961$1.2M0.09%
184REALTY INCOME CORP COMO18,750$1.2M0.09%
185LOCKHEED MARTIN CORP COMLMT2,014$1.2M0.09%
186CHIPOTLE MEXICAN GRILL INC COMCMG20,250$1.2M0.09%
187VICI PPTYS INC COM92565210934,751$1.2M0.09%
188SS&C TECHNOLOGIES HLDGS INC COMSSNC15,564$1.2M0.09%
189MERCK & CO INC COMMRK10,141$1.2M0.09%
190TEXAS INSTRS INC COM8825081045,552$1.1M0.08%
191QUALCOMM INC COMQCOM6,693$1.1M0.08%
192EXXON MOBIL CORP COMXOM9,629$1.1M0.08%
193PRUDENTIAL FINL INC COMPUKPF9,313$1.1M0.08%
194EOG RES INC COMEOG9,159$1.1M0.08%
195SONOCO PRODS CO COM83549510220,500$1.1M0.08%
196VANGUARD S&P 500 ETF9229083632,110$1.1M0.08%
197SYNOPSYS INC COMSNPS2,155$1.1M0.08%
198PUBLIC SVC ENTERPRISE GRP INC COM74457310612,055$1.1M0.08%
199GILEAD SCIENCES INC COMGILD12,364$1.0M0.08%
200MCDONALDS CORP COMMCD3,363$1.0M0.08%
201FIDELITY TOTAL BOND ETF31618830921,859$1.0M0.08%
202VANGUARD VALUE ETF9229087445,732$1.0M0.07%
203UNITED PARCEL SERVICE INC CL BUPS7,252$988,7380.07%
204ADOBE INC COMADBE1,893$980,1580.07%
205PEPSICO INC COMPEP5,555$944,6280.07%
206COMCAST CORP NEW CL ACCZ21,721$907,2860.07%
207MSC INDL DIRECT INC CL A55353010610,134$872,1320.06%
208ISHARES RUSSELL 1000 GROWTH ETF4642876142,261$848,7340.06%
209SPDR S&P 600 SMALL CAP VALUE ETF78464A3009,580$831,7360.06%
210VANECK IG FLOATING RATE ETF92189F48632,496$827,6840.06%
211COSTCO WHSL CORP NEW COM22160K105932$826,4850.06%
212VANGUARD INFORMATION TECHNOLOGY ETF92204A7021,406$824,6470.06%
213ISHARES FALLEN ANGELS USD BOND ETF46435G47429,940$818,5600.06%
214INVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETFIVZ42,349$785,1500.06%
215JOHNSON & JOHNSON COMJNJ4,802$778,2120.06%
216INVESCO QQQ TRUST SERIES IIVZ1,539$751,2320.06%
217SPDR S&P DIVIDEND ETF78464A7635,274$749,1190.06%
218VANGUARD RUSSELL 1000 GROWTH ETF92206C6807,596$733,1660.05%
219INVESCO S&P 500 EQUAL WEIGHT ETFIVZ4,091$732,9440.05%
220HP INC COMHPQ20,429$732,7880.05%
221META PLATFORMS INC CL AMETA1,279$732,1510.05%
222ISHARES IBONDS DEC 2029 TERM CORPORATE ETF46436E20530,866$725,6650.05%
223ALPHABET INC CAP STK CL CGOOG4,088$683,4730.05%
224VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C8707,992$669,3610.05%
225JPMORGAN ULTRA-SHORT INCOME ETF46641Q83713,170$668,2460.05%
226PALO ALTO NETWORKS INC COMPANW1,934$661,0410.05%
227VANGUARD SHORT-TERM TREASURY ETF92206C10211,109$655,6280.05%
228GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF37954Y63217,413$647,2410.05%
229FAIR ISAAC CORP COMFICO329$639,4180.05%
230HEALTH CARE SELECT SECTOR SPDR FUND81369Y2093,936$606,2230.04%
231UNITEDHEALTH GROUP INC COMUNH1,028$601,0510.04%
232ISHARES PREFERRED & INCOME SECURITIES ETF46428868717,929$595,7710.04%
233OREILLY AUTOMOTIVE INC COM67103H107496$571,1940.04%
234HCA HEALTHCARE INC COMHCA1,383$562,0930.04%
235BOOZ ALLEN HAMILTON HLDG CORP CL ABAH3,417$556,1510.04%
236NEWMONT CORP COMNEMCL10,184$544,3350.04%
237SHERWIN WILLIAMS CO COMSHW1,411$538,5360.04%
238VANGUARD INFORMATION TECHNOLOGY ETF92204A702918$538,2000.04%
239ZOETIS INC CL AZTS2,754$538,0770.04%
240SERVICENOW INC COMNOW591$528,5840.04%
241APPLIED MATLS INC COM0382221052,616$528,5630.04%
242TJX COS INC NEW COM8725401094,343$510,4760.04%
243INVESCO KBW BANK ETFIVZ8,490$497,5990.04%
244VALLEY NATL BANCORP COM91979410754,846$496,9050.04%
245NETFLIX INC COMNFLX699$495,7800.04%
246ISHARES S&P SMALL-CAP 600 VALUE ETF4642878794,605$495,7740.04%
247FORTINET INC COMFTNT6,318$489,9610.04%
248KLA CORP COM NEWKLAC622$481,6830.04%
249VANGUARD MID-CAP GROWTH ETF9229085381,977$481,3400.04%
250FINANCIAL SELECT SECTOR SPDR FUND81369Y60510,546$477,9450.04%
251MSCI INC COMMSCI799$465,7610.03%
252LPL FINL HLDGS INC COM50212V1001,985$461,7710.03%
253LYONDELLBASELL INDUSTRIES N V SHS - A -LYB4,727$453,3190.03%
254MACQUARIE FOCUSED LARGE GROWTH ETFNRSCF15,990$433,4350.03%
255AUTOMATIC DATA PROCESSING INC COMADP1,563$432,5290.03%
256INVESCO AEROSPACE & DEFENSE ETFIVZ3,754$431,5970.03%
257ISHARES CORE MSCI EAFE ETF46432F8425,412$422,4070.03%
258CDW CORP COMCDW1,852$419,1530.03%
259ULTA BEAUTY INC COMULTA1,061$412,8560.03%
260ISHARES 3-7 YEAR TREASURY BOND ETF4642886613,404$407,0970.03%
261HERSHEY CO COMHSY2,101$402,9300.03%
262ISHARES CORE S&P 500 ETF464287200697$402,0440.03%
263SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF78468R40815,509$399,3570.03%
264VANGUARD MID-CAP VALUE ETF9229085122,359$395,5340.03%
265VANGUARD VALUE ETF9229087442,231$389,4660.03%
266ISHARES S&P 500 GROWTH ETF4642873093,986$381,6600.03%
267INVESCO VARIABLE RATE PREFERRED ETFIVZ15,469$378,3720.03%
268ISHARES CORE MSCI PACIFIC ETF46434V6965,629$374,8350.03%
269WISDOMTREE EUROPE HEDGED EQUITY FUNDWT8,205$368,4050.03%
270ISHARES S&P 500 GROWTH ETF4642873093,756$359,6370.03%
271VANGUARD GROWTH ETF922908736924$354,7510.03%
272CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y4071,702$341,0300.03%
273VANGUARD SMALL-CAP GROWTH ETF9229085951,232$329,4000.02%
274BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A691$318,0400.02%
275AON PLC SHS CL AAON886$306,5470.02%
276WALMART INC COMWMT3,774$304,7540.02%
277THERMO FISHER SCIENTIFIC INC COMTMO454$280,8310.02%
278COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y8522,993$270,5670.02%
279SPDR PORTFOLIO AGGREGATE BOND ETF78464A6499,677$252,9570.02%
280JPMORGAN ULTRA-SHORT INCOME ETF46641Q8374,946$250,9600.02%
281SPDR S&P DIVIDEND ETF78464A7631,598$226,9800.02%
282ENERGY SELECT SECTOR SPDR FUND81369Y5062,350$206,3300.02%
283VANGUARD FTSE EMERGING MARKETS ETF9220428584,248$203,2670.02%
284SPDR S&P 600 SMALL CAP VALUE ETF78464A3002,293$199,0780.01%
285TR ACTIVEBETA US LARGE CAP EQUITY ETFNVGLF1,749$197,5320.01%
286SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF78468R5561,380$181,4980.01%
287ISHARES S&P 500 VALUE ETF464287408901$177,6500.01%
288COSTCO WHSL CORP NEW COM22160K105200$177,3040.01%
289SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X8894,589$172,3630.01%
290SHOPIFY INC CL ASHOP2,150$172,3010.01%
291INVESCO S&P 500 EQUAL WEIGHT ETFIVZ949$170,0230.01%
292INDUSTRIAL SELECT SECTOR SPDR FUND81369Y7041,244$168,4870.01%
293INTEL CORP COMINTC6,400$150,1440.01%
294GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF37954Y6323,926$145,9290.01%
295VANGUARD TOTAL BOND MARKET ETF9219378351,832$137,6020.01%
296CONSUMER STAPLES SELECT SECTOR SPDR FUND81369Y3081,643$136,3690.01%
297VANGUARD TOTAL INTERNATIONAL BOND ETF92203J4072,396$120,4710.01%
298BOOKING HOLDINGS INC COMBKNG28$117,9390.01%
299BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A250$115,0650.01%
300SPDR S&P 500 ETF TRUSTSPY197$113,0310.01%
301INVESCO KBW BANK ETFIVZ1,911$112,0040.01%
302CONCENTRIX CORP COMCNXC2,147$110,0340.01%
303ISHARES S&P SMALL-CAP 600 VALUE ETF464287879971$104,5380.01%
304SCHWAB U.S. BROAD MARKET ETF8085241021,555$103,4390.01%
305EATON CORP PLC SHSETN304$100,7580.01%
306INVESCO AEROSPACE & DEFENSE ETFIVZ875$100,5990.01%
307MACQUARIE FOCUSED LARGE GROWTH ETFNRSCF3,660$99,2100.01%
308ZOETIS INC CL AZTS475$92,8060.01%
309VANGUARD MID-CAP GROWTH ETF922908538378$92,0320.01%
310ABBOTT LABS COMABLZF800$91,2080.01%
311SEMPRA COMSREA1,084$90,6550.01%
312ISHARES CORE U.S. AGGREGATE BOND ETF464287226893$90,4050.01%
313INVESCO BUYBACK ACHIEVERS ETFIVZ785$89,8980.01%
314ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158837$88,8810.01%
315WISDOMTREE EUROPE HEDGED EQUITY FUNDWT1,953$87,6900.01%
316MATERIALS SELECT SECTOR SPDR FUND81369Y100909$87,6090.01%
317ISHARES CORE MSCI PACIFIC ETF46434V6961,303$86,7670.01%
318VANGUARD MID-CAP VALUE ETF922908512510$85,5120.01%
319BOEING CO COMBA-PA546$83,0140.01%
320ISHARES CORE U.S. AGGREGATE BOND ETF464287226808$81,8260.01%
321VANGUARD TOTAL INTERNATIONAL BOND ETF92203J4071,624$81,6550.01%
322ISHARES S&P SMALL-CAP 600 VALUE ETF464287879734$79,0220.01%
323SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF78468R7391,583$76,2060.01%
324ISHARES U.S. ENERGY ETF4642877961,639$75,9510.01%
325SPDR PORTFOLIO SHORT TERM TREASURY ETF78468R1012,390$70,2900.01%
326UTILITIES SELECT SECTOR SPDR FUND81369Y886835$67,4510.00%
327CINTAS CORP COMCTAS320$65,8820.00%
328APPLE HOSPITALITY REIT INC COM NEWAPLE4,299$63,8400.00%
329ISHARES U.S. PHARMACEUTICALS ETF464288836900$63,5490.00%
330NVIDIA CORPORATION COMNVDA520$63,1490.00%
331BANK AMERICA CORP COM0605051041,564$62,0600.00%
332GSK PLC SPONSORED ADRGLAXF1,508$61,6470.00%
333NIKE INC CL BNKE694$61,3500.00%
334NOVO-NORDISK A S ADRNONOF514$61,2020.00%
335MICROCHIP TECHNOLOGY INC. COMMCHPP751$60,2870.00%
336TRANE TECHNOLOGIES PLC SHSTT155$60,2530.00%
337VANGUARD FTSE EMERGING MARKETS ETF9220428581,241$59,3820.00%
338ASTRAZENECA PLC SPONSORED ADRAZN750$58,4330.00%
339MASTERCARD INCORPORATED CL AMA114$56,2930.00%
340ISHARES SELECT DIVIDEND ETF464287168407$54,9730.00%
341ALLSTATE CORP COMALL-PJ283$53,6710.00%
342COINBASE GLOBAL INC COM CL ACOIN300$53,4510.00%
343REGENERON PHARMACEUTICALS COMREGN47$49,4080.00%
344VANGUARD DIVIDEND APPRECIATION ETF921908844245$48,5250.00%
345VANGUARD INFORMATION TECHNOLOGY ETF92204A70281$47,5080.00%
346LENNAR CORP CL ALEN-B250$46,8700.00%
347NXP SEMICONDUCTORS N V COMNXPI180$43,2020.00%
348EMERSON ELEC CO COMEMR391$42,7640.00%
349CONOCOPHILLIPS COMCOP401$42,1840.00%
350ISHARES MSCI USA ESG SELECT ETF464288802350$42,1300.00%
351VANECK SHORT MUNI ETF92189F5282,407$41,6170.00%
352SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF78468R556307$40,3770.00%
353ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF46435G326570$40,3730.00%
354GALLAGHER ARTHUR J & CO COM363576109143$40,2360.00%
355ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646751$39,5480.00%
356SKYWORKS SOLUTIONS INC COMSWKS400$39,5080.00%
357NEXTERA ENERGY INC COMNEE-PW460$38,8840.00%
358CALAMOS DYNAMIC CONV & INCOME COM12811V1051,500$38,1000.00%
359ABBOTT LABS COMABLZF333$37,9650.00%
360FERRARI N V COMRACE80$37,4670.00%
361ALTRIA GROUP INC COMMO733$37,4120.00%
362PNC FINL SVCS GROUP INC COM693475105201$37,0850.00%
363DEERE & CO COMDE87$36,3080.00%
364SPDR GOLD SHARESGLD148$35,9730.00%
365SHELL PLC SPON ADSRYDAF503$33,1900.00%
366ISHARES RUSSELL 1000 VALUE ETF464287598168$31,8860.00%
367DISNEY WALT CO COM254687106325$31,2620.00%
368SYSCO CORP COMSYY400$31,2240.00%
369VANGUARD TOTAL STOCK MARKET ETF922908769110$31,1480.00%
370PARKER-HANNIFIN CORP COMPH48$30,3270.00%
371FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND337345102158$30,2270.00%
372RENTOKIL INITIAL PLC SPONSORED ADRRKLIF1,166$29,0680.00%
373ISHARES IBONDS DEC 2030 TERM CORPORATE ETF46436E7261,291$28,6310.00%
374LOWES COS INC COM548661107105$28,4390.00%
375FEDEX CORP COMFDX100$27,3680.00%
3763M CO COMMMM200$27,3400.00%
377PHILIP MORRIS INTL INC COM718172109223$27,0720.00%
378NEXPOINT RESIDENTIAL TR INC COMNXRT608$26,7580.00%
379ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158250$26,5480.00%
380UNITEDHEALTH GROUP INC COMUNH45$26,3110.00%
381HEWLETT PACKARD ENTERPRISE CO COMHPE-PC1,274$26,0660.00%
382FIRST TRUST HEALTH CARE ALPHADEX FUND33734X143232$25,9520.00%
383CSX CORP COMCSX750$25,8980.00%
384CONSTELLATION BRANDS INC CL ASTZ100$25,7690.00%
385TRUIST FINL CORP COM89832Q109600$25,6620.00%
386GE AEROSPACE COM NEW369604301135$25,4580.00%
387ISHARES RUSSELL 2000 ETF464287655115$25,4020.00%
388MASCO CORP COMMAS300$25,1820.00%
389STANLEY BLACK & DECKER INC COMSWK225$24,7790.00%
390ISHARES CORE MSCI EMERGING MARKETS ETF46434G103431$24,7440.00%
391ISHARES U.S. REAL ESTATE ETF464287739242$24,6530.00%
392GABELLI DIVID & INCOME TR COM36242H1041,000$24,4500.00%
393SCHWAB U.S. LARGE-CAP GROWTH ETF808524300226$23,5450.00%
394PHILLIPS 66 COMPSX175$23,0040.00%
395AMAZON COM INC COMAMZN120$22,3600.00%
396WELLS FARGO CO NEW COM949746101386$21,8110.00%
397LAZARD GLOBAL TOTAL RETURN & I COMLAZ1,200$21,7680.00%
398MGM RESORTS INTERNATIONAL COMMGM550$21,5000.00%
399DUBUQUE CAPITAL INC978978978100,000$21,0000.00%
400VANGUARD INTERMEDIATE-TERM BOND ETF921937819262$20,5330.00%
401FRONTDOOR INC COMFTDR392$18,8120.00%
402VANGUARD TAX-EXEMPT BOND ETF922907746364$18,6080.00%
403INVESCO WATER RESOURCES ETFIVZ259$18,2700.00%
404SCHWAB U.S. MID-CAP ETF808524508219$18,1970.00%
405VANGUARD SMALL CAP VALUE ETF92290861191$18,1740.00%
406MARSH & MCLENNAN COS INC COM57174810280$17,8470.00%
407ISHARES NATIONAL MUNI BOND ETF464288414157$17,0550.00%
408PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF72201R874328$16,5640.00%
409INTEL CORP COMINTC650$15,2490.00%
410VENTAS INC COMVTR220$14,1090.00%
411ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF46431W838271$13,6350.00%
412VALLEY NATL BANCORP COM9197941071,466$13,2820.00%
413CME GROUP INC COMCME60$13,2390.00%
414CAPITAL ONE FINL CORP COM14040H10585$12,7270.00%
415CROWN HLDGS INC COMCCK131$12,5600.00%
416VANGUARD MORTGAGE-BACKED SECURITIES ETF92206C771256$12,0860.00%
417KRAFT HEINZ CO COMKHC340$11,9370.00%
418BROADRIDGE FINL SOLUTIONS INC COM11133T10352$11,1820.00%
419YUM BRANDS INC COMYUM80$11,1770.00%
420VANGUARD MEGA CAP VALUE ETF92191084087$11,1600.00%
421VANECK MORNINGSTAR WIDE MOAT ETF92189F643115$11,1190.00%
422CITIGROUP INC COM NEWC-PR177$11,0800.00%
423BLOCK INC CL ABSQKZ165$11,0760.00%
424ISHARES RUSSELL 2000 VALUE ETF46428763063$10,5100.00%
425COLGATE PALMOLIVE CO COMCL100$10,3810.00%
426REAL ESTATE SELECT SECTOR SPDR FUND81369Y860218$9,7380.00%
427SPDR GOLD SHARESGLD40$9,7220.00%
428SONY GROUP CORP SPONSORED ADRSNEJF100$9,6570.00%
429ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY90$9,5510.00%
430INVESCO GLOBAL WATER ETFIVZ220$9,4780.00%
431TOTALENERGIES SE SPONSORED ADSTTE141$9,1110.00%
432PRICE T ROWE GROUP INC COMTROW81$8,8230.00%
433PEMBINA PIPELINE CORP COMPPLOF212$8,7430.00%
434INTERCONTINENTAL EXCHANGE INC COM45866F10454$8,6750.00%
435WARNER BROS DISCOVERY INC COM SER AWBD1,050$8,6630.00%
436BLACKROCK RES & COMMODITIES ST SHSBLK893$8,5730.00%
437GE VERNOVA INC COMGEV33$8,4140.00%
438MERCADOLIBRE INC COMMELI4$8,2080.00%
439AMERICAN EXPRESS CO COMAXP30$8,1360.00%
440VANGUARD HIGH DIVIDEND YIELD INDEX ETF92194640661$7,8200.00%
441CARETRUST REIT INC COMCTRE250$7,7150.00%
442SPDR GOLD SHARESGLD29$7,0490.00%
443DELTA AIR LINES INC DEL COM NEWDAL136$6,9070.00%
444PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN726503105392$6,8090.00%
445WILDBRAIN LTD COM VAR VTG96810C1017,100$6,6750.00%
446INTERNATIONAL PAPER CO COM460146103130$6,3510.00%
447VANGUARD MID-CAP ETF92290862924$6,3320.00%
448ISHARES MBS ETF46428858865$6,2280.00%
449FIFTH THIRD BANCORP COMFITBM140$5,9980.00%
450UNILEVER PLC SPON ADR NEWUNLYF90$5,8460.00%
451V F CORP COMVFC291$5,8050.00%
452CINCINNATI FINL CORP COM17206210140$5,4450.00%
453TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10294821608699$5,2980.00%
454BAKER HUGHES COMPANY CL ABKR145$5,2420.00%
455VANECK MORNINGSTAR WIDE MOAT ETF92189F64354$5,2350.00%
456CENTENE CORP DEL COMCNC67$5,0440.00%
457CITIZENS FINL GROUP INC COMCIA120$4,9280.00%
458ISHARES RUSSELL 2000 ETF46428765522$4,8600.00%
459OCCIDENTAL PETE CORP COM67459910594$4,8450.00%
460NEXPOINT DIVERSIFIED REL ET TR COM NEW65340G205764$4,7750.00%
461PATTERSON COS INC COM703395103202$4,4120.00%
462VEEVA SYS INC CL A COMVEEV20$4,1970.00%
463NOVARTIS AG SPONSORED ADRNVSEF36$4,1410.00%
464KENVUE INC COMKVUE176$4,0710.00%
465ISHARES U.S. TREASURY BOND ETF46429B267173$4,0570.00%
466DUPONT DE NEMOURS INC COMDD43$3,8320.00%
467ISHARES CORE MSCI EAFE ETF46432F84249$3,8240.00%
468OMNICOM GROUP INC COMOMC36$3,7220.00%
469YUM CHINA HLDGS INC COMYUMC80$3,6020.00%
470REGIONS FINANCIAL CORP NEW COMRF-PF150$3,5000.00%
471SOLVENTUM CORP COM SHSSOLV50$3,4860.00%
472MASIMO CORP COMMASI26$3,4670.00%
473KONTOOR BRANDS INC COMKTB41$3,3530.00%
474THE TRADE DESK INC COM CL A88339J10530$3,2900.00%
475INVESCO S&P 500 EQUAL WEIGHT MATERIALS ETFIVZ86$3,2140.00%
476JUNIPER NETWORKS INC COM48203R10481$3,1570.00%
477FIDELITY NATIONAL FINANCIAL IN FNF GROUP COMFNF50$3,1030.00%
478NCR ATLEOS CORPORATION COM SHSNATL102$2,9100.00%
479TRACTOR SUPPLY CO COMTSCO10$2,9090.00%
480NCR VOYIX CORPORATION COMNCRRP205$2,7820.00%
481FORD MTR CO COM345370860250$2,6450.00%
482CORTEVA INC COMCTVA43$2,5280.00%
483VANECK INTERMEDIATE MUNI ETF92189H20152$2,4410.00%
484UNUM GROUP COMUNMA40$2,3780.00%
485DOW INC COMDOW43$2,3490.00%
486CHARTER COMMUNICATIONS INC NEW CL A16119P1087$2,2690.00%
487DXC TECHNOLOGY CO COMDXC109$2,2620.00%
488HEALTH CARE SELECT SECTOR SPDR FUND81369Y20914$2,1560.00%
489FRANKLIN RESOURCES INC COMBEN100$2,0150.00%
490BAXTER INTL INC COM07181310949$1,8610.00%
491HALEON PLC SPON ADSHLNCF175$1,8520.00%
492FISERV INC COMFISV10$1,7970.00%
493JD.COM INC SPON ADS CL AJDCMF44$1,7600.00%
494EBAY INC. COMEBAY27$1,7580.00%
495PRINCIPAL FINANCIAL GROUP INC COMPFG20$1,7180.00%
496GOODYEAR TIRE & RUBR CO COM382550101193$1,7080.00%
497MCCORMICK & CO INC COM NON VTGMKC-V20$1,6460.00%
498ADVANCED MICRO DEVICES INC COMAMD10$1,6410.00%
499HANESBRANDS INC COM410345102221$1,6240.00%
500PEARSON PLC SPONSORED ADRPSORF108$1,4660.00%