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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

MAI Capital Management

Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001040197-25-000002

Total Value
$13.27B
Positions
3,441
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR4642872001,642,402$922.9M7.22%
2SPDR S&P 500 ETF TRSPY756,325$423.1M3.31%
3APPLE INCAAPL1,878,302$417.2M3.27%
4MICROSOFT CORPMSFT953,330$357.9M2.80%
5ISHARES TR4642875074,882,549$284.9M2.23%
6ISHARES TR4642878041,990,914$208.2M1.63%
7AMAZON COM INCAMZN1,068,151$203.2M1.59%
8VANGUARD TAX-MANAGED FDS9219438583,820,568$194.2M1.52%
9ISHARES TR464287408985,720$187.9M1.47%
10VANGUARD SPECIALIZED FUNDS921908844931,754$180.8M1.41%
11NVIDIA CORPORATIONNVDA1,606,285$174.1M1.36%
12INVESCO QQQ TRIVZ340,727$159.8M1.25%
13ISHARES TR46432F8422,029,211$153.5M1.20%
14VANGUARD INTL EQUITY INDEX F9220428583,360,460$152.1M1.19%
15ISHARES TR464287614420,529$151.8M1.19%
16ISHARES TR46436E7181,493,945$150.4M1.18%
17VISA INCV386,896$135.6M1.06%
18ALPHABET INCGOOG858,762$132.8M1.04%
19SPDR S&P MIDCAP 400 ETF TRMDY244,385$130.4M1.02%
20META PLATFORMS INCMETA209,028$120.5M0.94%
21BROADCOM INCAVGO675,061$113.0M0.88%
22ALPHABET INCGOOG716,339$111.9M0.88%
23BERKSHIRE HATHAWAY INC DELBRK-A204,484$108.9M0.85%
24ABBVIE INCABBV519,438$108.8M0.85%
25JPMORGAN CHASE & CO.VYLD427,959$105.0M0.82%
26SPDR SER TR78464A763748,252$101.5M0.79%
27VANGUARD INDEX FDS922908769359,443$98.8M0.77%
28UNITEDHEALTH GROUP INCUNH186,749$97.8M0.77%
29ISHARES TR4642873091,052,213$97.7M0.76%
30ISHARES INC46434G1031,802,155$97.3M0.76%
31INVESCO EXCHANGE TRADED FD TIVZ543,659$94.2M0.74%
32JOHNSON & JOHNSONJNJ564,539$93.6M0.73%
33PROCTER AND GAMBLE CO742718109539,503$91.9M0.72%
34ELI LILLY & COLLY109,556$90.5M0.71%
35SHERWIN WILLIAMS COSHW257,832$90.0M0.70%
36COSTCO WHSL CORP NEW22160K10594,896$89.8M0.70%
37ISHARES TR464287655443,590$88.5M0.69%
38HOME DEPOT INCHD239,514$87.8M0.69%
39VANGUARD SCOTTSDALE FDS92206C1021,412,921$82.9M0.65%
40VANGUARD SCOTTSDALE FDS92206C409966,296$76.3M0.60%
41PGIM ETF TR69344A1071,427,916$71.0M0.56%
42RTX CORPORATIONRTX533,290$70.6M0.55%
43MASTERCARD INCORPORATEDMA117,306$64.3M0.50%
44VANGUARD INDEX FDS922908363124,223$63.8M0.50%
45ISHARES TR4642886461,189,780$62.3M0.49%
46ISHARES TR464287606741,086$61.7M0.48%
47NETFLIX INCNFLX66,131$61.7M0.48%
48ISHARES TR464287598326,012$61.3M0.48%
49BOOKING HOLDINGS INCBKNG13,255$61.1M0.48%
50ABBOTT LABSABLZF453,597$60.2M0.47%
51SCHWAB STRATEGIC TR8085247972,143,256$59.9M0.47%
52CISCO SYS INCCSCO940,089$58.0M0.45%
53SCHWAB STRATEGIC TR8085243002,251,048$56.4M0.44%
54EXXON MOBIL CORPXOM448,550$53.3M0.42%
55QUALCOMM INCQCOM345,449$53.1M0.42%
56INVESCO EXCH TRD SLF IDX FDIVZ2,548,515$52.7M0.41%
57PEPSICO INCPEP344,440$51.6M0.40%
58INVESCO EXCH TRD SLF IDX FDIVZ2,634,569$51.3M0.40%
59VANGUARD INDEX FDS922908744287,031$49.6M0.39%
60ACCENTURE PLC IRELANDACN156,213$48.7M0.38%
61ORACLE CORPORCL-PD341,558$47.8M0.37%
62ISHARES TR46429B697502,800$47.1M0.37%
63VANGUARD INDEX FDS922908751208,415$46.2M0.36%
64MCDONALDS CORPMCD146,748$45.8M0.36%
65CHUBB LIMITEDCB150,339$45.4M0.36%
66WALMART INCWMT516,136$45.3M0.35%
67ISHARES TR464287440470,457$44.9M0.35%
68INVESCO EXCH TRD SLF IDX FDIVZ2,287,479$44.8M0.35%
69VANGUARD WORLD FD92204A504168,063$44.5M0.35%
70VERIZON COMMUNICATIONS INCVZ979,546$44.4M0.35%
71BANK AMERICA CORP0605051041,034,680$43.2M0.34%
72ISHARES TR46434V100854,094$42.9M0.34%
73VANGUARD WORLD FD92204A70277,332$41.9M0.33%
74ISHARES TR46429B291878,221$41.7M0.33%
75SPDR SER TR78464A6491,620,472$41.4M0.32%
76HONEYWELL INTL INC438516106192,250$40.7M0.32%
77CHEVRON CORP NEWCVX243,086$40.7M0.32%
78STRYKER CORPORATIONSYK108,032$40.2M0.31%
79ISHARES TR464288638752,883$39.5M0.31%
80ISHARES TR464287705330,251$39.5M0.31%
81TAIWAN SEMICONDUCTOR MFG LTD874039100236,231$39.2M0.31%
82ISHARES TR464287630257,113$38.8M0.30%
83VANGUARD INDEX FDS922908736103,503$38.4M0.30%
84INVESCO EXCHANGE TRADED FD TIVZ312,953$36.5M0.29%
85VANGUARD SCOTTSDALE FDS92206C730140,705$35.7M0.28%
86SELECT SECTOR SPDR TR81369Y803171,695$35.5M0.28%
87PFIZER INCPFE1,374,459$34.8M0.27%
88SCHWAB STRATEGIC TR8085248051,667,967$33.0M0.26%
89ISHARES TR464288653312,180$32.4M0.25%
90ISHARES TR464287499379,580$32.3M0.25%
91ISHARES TR464287226325,521$32.2M0.25%
92ISHARES GOLD TRIAU544,946$32.1M0.25%
93ISHARES TR464287465392,971$32.1M0.25%
94INVESCO EXCH TRD SLF IDX FDIVZ1,565,233$31.9M0.25%
95SPDR INDEX SHS FDS78463X889850,485$31.0M0.24%
96COCA COLA COKO432,124$30.9M0.24%
97UNION PAC CORPUNP130,816$30.9M0.24%
98EATON CORP PLCETN107,803$29.3M0.23%
99SCHWAB STRATEGIC TR8085242011,310,049$28.9M0.23%
100APPLOVIN CORPAPP108,358$28.7M0.22%
101DIMENSIONAL ETF TRUST25434V203915,075$28.6M0.22%
102PALO ALTO NETWORKS INCPANW166,296$28.4M0.22%
103ISHARES TR464288687923,274$28.4M0.22%
104INVESCO EXCH TRD SLF IDX FDIVZ1,525,065$28.3M0.22%
105TESLA INCTSLA108,528$28.1M0.22%
106SELECT SECTOR SPDR TR81369Y209191,311$27.9M0.22%
107FIRST TR EXCH TRADED FD III33739E1081,585,683$27.9M0.22%
108ISHARES TR464288372506,765$27.7M0.22%
109VANGUARD INDEX FDS922908629105,327$27.2M0.21%
110ETF SER SOLUTIONS26922A222683,006$26.4M0.21%
111SCHWAB STRATEGIC TR808524409976,571$26.0M0.20%
112PACER FDS TR69374H881472,953$25.9M0.20%
113ISHARES TR464287648101,288$25.9M0.20%
114SCHWAB STRATEGIC TR8085248621,037,866$25.3M0.20%
115AMERICAN TOWER CORP NEW03027X100113,278$24.6M0.19%
116J P MORGAN EXCHANGE TRADED F46641Q332431,103$24.6M0.19%
117ISHARES TR46428762279,306$24.3M0.19%
118ISHARES TR46429B747229,708$23.8M0.19%
119AMERICAN EXPRESS COAXP88,177$23.7M0.19%
120AMERICAN CENTY ETF TR025072877269,883$23.5M0.18%
121WASTE MGMT INC DEL94106L10996,868$22.4M0.18%
122BLACKROCK INCBLK23,676$22.4M0.18%
123AMGEN INCAMGN71,398$22.2M0.17%
124MONDELEZ INTL INC609207105326,299$22.1M0.17%
125SCHWAB STRATEGIC TR8085241021,006,158$21.7M0.17%
126GE AEROSPACE369604301107,656$21.5M0.17%
127INTERCONTINENTAL EXCHANGE IN45866F104124,655$21.5M0.17%
128ENTERPRISE PRODS PARTNERS L293792107615,755$21.0M0.16%
129LOWES COS INC54866110789,356$20.8M0.16%
130GOLUB CAP BDC INC38173M1021,374,377$20.8M0.16%
131SOUTHERN COSOMN222,755$20.5M0.16%
132BERKSHIRE HATHAWAY INC DELBRK-A25$20.0M0.16%
133THERMO FISHER SCIENTIFIC INCTMO39,577$19.7M0.15%
134WISDOMTREE TRWT245,136$19.5M0.15%
135PROGRESSIVE CORP74331510367,890$19.2M0.15%
136DISNEY WALT CO254687106192,776$19.0M0.15%
137MORGAN STANLEYMS-PQ161,388$18.8M0.15%
138DIMENSIONAL ETF TRUST25434V104486,574$18.7M0.15%
139CONOCOPHILLIPSCOP176,093$18.5M0.14%
140GOLDMAN SACHS ETF TRNVGLF166,890$18.4M0.14%
141VANGUARD BD INDEX FDS921937819239,631$18.3M0.14%
142SCHWAB STRATEGIC TR808524508688,912$18.0M0.14%
143VANECK ETF TRUST92189F643204,183$18.0M0.14%
144ISHARES TR464288273280,664$17.8M0.14%
145VANGUARD INDEX FDS92290853872,666$17.8M0.14%
146INVESCO EXCH TRD SLF IDX FDIVZ1,059,281$17.6M0.14%
147LINDE PLCLIN37,598$17.5M0.14%
148ISHARES TR464287879179,349$17.5M0.14%
149VANGUARD STAR FDS921909768273,585$17.0M0.13%
150ISHARES TR464288588179,077$16.8M0.13%
151VANGUARD INDEX FDS922908553185,183$16.8M0.13%
152GOLDMAN SACHS GROUP INCGSCE30,662$16.8M0.13%
153LOCKHEED MARTIN CORPLMT37,266$16.6M0.13%
154ZOETIS INCZTS100,784$16.6M0.13%
155ADOBE INCADBE43,257$16.6M0.13%
156WISDOMTREE TRWT332,831$16.5M0.13%
157TJX COS INC NEW872540109133,058$16.2M0.13%
158ISHARES TR46434V621258,565$16.0M0.13%
159ISHARES TR46434V407373,749$15.9M0.12%
160INTERNATIONAL BUSINESS MACHSINTR63,199$15.7M0.12%
161PJT PARTNERS INCPJT112,661$15.5M0.12%
162MERCK & CO INCMRK172,875$15.5M0.12%
163BLACKROCK ETF TRUSTBLK316,266$15.4M0.12%
164INVESCO EXCH TRADED FD TR IIIVZ375,989$15.3M0.12%
165ISHARES TR464287242140,492$15.3M0.12%
166BOSTON SCIENTIFIC CORPBSX149,755$15.1M0.12%
167ASML HOLDING N VASMLF22,275$14.8M0.12%
168ISHARES TR464287481123,079$14.5M0.11%
169CBRE GROUP INCCBRE109,284$14.3M0.11%
170SPDR GOLD TRGLD48,979$14.1M0.11%
171ENERGY TRANSFER L PET-PI755,652$14.0M0.11%
172SCHWAB STRATEGIC TR808524755387,655$14.0M0.11%
173SELECT SECTOR SPDR TR81369Y308170,270$13.9M0.11%
174CME GROUP INCCME52,306$13.9M0.11%
175SELECT SECTOR SPDR TR81369Y605277,902$13.8M0.11%
176SMUCKER J M CO832696405113,854$13.5M0.11%
177AT&T INCT-PC469,932$13.3M0.10%
178INTUITIVE SURGICAL INCISRG26,807$13.3M0.10%
179SALESFORCE INCCRM49,444$13.3M0.10%
180SELECT SECTOR SPDR TR81369Y506140,908$13.2M0.10%
181WELLS FARGO CO NEW949746101182,398$13.1M0.10%
182REALTY INCOME CORPO221,233$12.8M0.10%
183SELECT SECTOR SPDR TR81369Y70497,422$12.8M0.10%
184WISDOMTREE TRWT251,687$12.7M0.10%
185BROOKFIELD CORP11271J107241,588$12.7M0.10%
186OTIS WORLDWIDE CORPOTIS122,562$12.6M0.10%
187NEXTERA ENERGY INCNEE-PW178,029$12.6M0.10%
188GLOBAL X FDS37954Y293197,701$12.6M0.10%
189ISHARES TR46428755698,158$12.6M0.10%
190AUTOMATIC DATA PROCESSING INADP41,060$12.5M0.10%
191APOLLO GLOBAL MGMT INC03769M10691,397$12.5M0.10%
192LIBERTY MEDIA CORP DELFWONB133,957$12.1M0.09%
193ERIE INDTY CO29530P10228,722$12.0M0.09%
194DEERE & CODE25,618$12.0M0.09%
195CROWDSTRIKE HLDGS INCCRWD34,031$12.0M0.09%
196SELECT SECTOR SPDR TR81369Y860282,434$11.8M0.09%
197J P MORGAN EXCHANGE TRADED F46654Q104241,579$11.6M0.09%
198ISHARES TR46428788793,003$11.6M0.09%
199T-MOBILE US INCTMUSZ43,244$11.5M0.09%
200BLUE OWL CAPITAL CORPORATIONOWL781,041$11.5M0.09%
201ISHARES TR46428716885,245$11.4M0.09%
202VANGUARD INDEX FDS92290863744,358$11.4M0.09%
203ISHARES TR46428715093,362$11.4M0.09%
204SPDR SER TR78464A12861,144$11.2M0.09%
205VANGUARD INTL EQUITY INDEX F922042775183,052$11.1M0.09%
206AUTOZONE INCAZO2,886$11.0M0.09%
207PHILIP MORRIS INTL INC71817210968,831$10.9M0.09%
208MEDTRONIC PLCMDT121,508$10.9M0.09%
209SERVICENOW INCNOW13,486$10.7M0.08%
210TARGA RES CORPTRGP53,355$10.7M0.08%
211FIDELITY COVINGTON TRUST31609280865,609$10.6M0.08%
212SELECT SECTOR SPDR TR81369Y886133,605$10.5M0.08%
213SCHWAB STRATEGIC TR808524607449,422$10.5M0.08%
214BRISTOL-MYERS SQUIBB COCELG-RI169,602$10.3M0.08%
215FIRST TR EXCHANGE TRADED FD33734X17677,914$10.3M0.08%
216FIRST TR EXCHNG TRADED FD VI33740U679310,099$10.3M0.08%
217INVESCO ACTVELY MNGD ETC FDIVZ751,613$10.2M0.08%
218DIMENSIONAL ETF TRUST25434V724246,911$10.2M0.08%
219TAKE-TWO INTERACTIVE SOFTWARTTWO49,046$10.2M0.08%
220KIMBERLY-CLARK CORPKMB71,244$10.1M0.08%
221SCHWAB CHARLES CORPSCHW-PJ128,588$10.1M0.08%
222VANGUARD INDEX FDS92290861154,010$10.1M0.08%
223INVESCO EXCHANGE TRADED FD TIVZ336,044$10.0M0.08%
224INVESCO EXCH TRADED FD TR IIIVZ133,671$10.0M0.08%
225ARISTA NETWORKS INCANET124,955$9.7M0.08%
226TEXAS INSTRS INC88250810453,553$9.6M0.08%
227ISHARES TR46428747376,249$9.6M0.08%
228ISHARES TR46428866180,136$9.5M0.07%
229FEDEX CORPFDX38,501$9.4M0.07%
230FIDELITY COVINGTON TRUST316092857337,395$9.3M0.07%
231VERISK ANALYTICS INCVRSK31,086$9.3M0.07%
232SCHWAB STRATEGIC TR808524763337,135$9.2M0.07%
233ADVANCED MICRO DEVICES INCAMD89,639$9.2M0.07%
234VANGUARD INDEX FDS92290851257,298$9.2M0.07%
235INNOVATOR ETFS TRUSTINHD197,032$9.1M0.07%
236AIR PRODS & CHEMS INCAIIR30,607$9.0M0.07%
237INTUITINTU14,611$9.0M0.07%
238SCHWAB STRATEGIC TR808524771379,204$9.0M0.07%
239FIDELITY COVINGTON TRUST316092782150,146$8.9M0.07%
240BLACKSTONE INCBX63,863$8.9M0.07%
241DIMENSIONAL ETF TRUST25434V500148,329$8.9M0.07%
242PIMCO ETF TR72201R866169,764$8.8M0.07%
243TREVI THERAPEUTICS INCTRVI1,385,050$8.7M0.07%
244INVESCO EXCH TRADED FD TR IIIVZ358,058$8.7M0.07%
245LABCORP HOLDINGS INCLH36,126$8.4M0.07%
246J P MORGAN EXCHANGE TRADED F46641Q852175,124$8.4M0.07%
247GLOBAL X FDS37954Y673221,822$8.4M0.07%
248NIKE INCNKE131,221$8.3M0.07%
249VULCAN MATLS CO92916010935,250$8.2M0.06%
250SELECT SECTOR SPDR TR81369Y85285,035$8.2M0.06%
251VANGUARD INTL EQUITY INDEX F92204271870,925$8.2M0.06%
252ALTRIA GROUP INCMO136,441$8.2M0.06%
253CATERPILLAR INCCAT24,641$8.1M0.06%
254VANGUARD WHITEHALL FDS92194640662,937$8.1M0.06%
255INVESTMENT MANAGERS SER TR I46144X586272,972$8.1M0.06%
256BECTON DICKINSON & COBDX35,220$8.1M0.06%
257BROADRIDGE FINL SOLUTIONS IN11133T10333,130$8.0M0.06%
258ISHARES TR464287234181,533$7.9M0.06%
259ISHARES TR46428772156,373$7.9M0.06%
260SPDR SER TR78464A375237,065$7.9M0.06%
261THE BALDWIN INSURANCE GRP IN05589G102175,582$7.8M0.06%
262FISERV INCFISV35,514$7.8M0.06%
2633M COMMM53,197$7.8M0.06%
264VANGUARD INDEX FDS92290865245,322$7.8M0.06%
265ISHARES INC46434G764140,248$7.7M0.06%
266INVESCO EXCHANGE TRADED FD TIVZ348,094$7.7M0.06%
267WISDOMTREE TRWT115,711$7.6M0.06%
268INNOVATOR ETFS TRUSTINHD179,540$7.4M0.06%
269BOEING COBA-PA43,583$7.4M0.06%
270VANGUARD SCOTTSDALE FDS92206C706124,888$7.4M0.06%
271INVESCO EXCH TRADED FD TR IIIVZ37,808$7.3M0.06%
272SSGA ACTIVE ETF TR78467V848177,747$7.2M0.06%
273PIMCO ETF TR72201R585269,933$7.1M0.06%
274SPDR SER TR78464A20185,071$7.1M0.06%
275DIGITAL RLTY TR INC25386810349,150$7.0M0.06%
276ISHARES TR46428745784,977$7.0M0.06%
277TARGET CORPTGT67,227$7.0M0.05%
278REPUBLIC SVCS INC76075910028,658$6.9M0.05%
279COMCAST CORP NEWCCZ187,273$6.9M0.05%
280INVESCO EXCHANGE TRADED FD TIVZ102,863$6.8M0.05%
281DIMENSIONAL ETF TRUST25434V302263,250$6.8M0.05%
282CAVA GROUP INCCAVA76,659$6.6M0.05%
283ISHARES TR46436E866281,593$6.6M0.05%
284GARTNER INCIT15,578$6.5M0.05%
285INVESCO EXCH TRADED FD TR IIIVZ581,394$6.5M0.05%
286GLOBAL X FDS37954Y657340,532$6.5M0.05%
287BANK NEW YORK MELLON CORP06405810076,187$6.4M0.05%
288DANAHER CORPORATION23585110230,626$6.3M0.05%
289FLEXSHARES TRFLEX161,446$6.3M0.05%
290AUTODESK INCADSK23,864$6.2M0.05%
291EDWARDS LIFESCIENCES CORPEW85,927$6.2M0.05%
292APPLIED MATLS INC03822210542,809$6.2M0.05%
293CAPITAL GROUP GBL GROWTH EQT14020X104217,306$6.2M0.05%
294L3HARRIS TECHNOLOGIES INCLHX29,296$6.1M0.05%
295JPMORGAN CHASE FINL CO LLCVYLD188,311$6.1M0.05%
296ISHARES TR46432F33935,581$6.1M0.05%
297THE TRADE DESK INC88339J105109,496$6.0M0.05%
298DBX ETF TR233051143118,633$6.0M0.05%
299S&P GLOBAL INCSPGI11,745$6.0M0.05%
300BROOKFIELD ASSET MANAGMT LTD113004105121,319$5.9M0.05%
301SELECT SECTOR SPDR TR81369Y40729,654$5.9M0.05%
302STARBUCKS CORPSBUX59,574$5.8M0.05%
303AVALONBAY CMNTYS INCAWX27,109$5.8M0.05%
304EMERSON ELEC COEMR51,832$5.7M0.04%
305UNITED PARCEL SERVICE INCUPS51,410$5.7M0.04%
306ROCKWELL AUTOMATION INCROK21,878$5.7M0.04%
307PARKER-HANNIFIN CORPPH9,176$5.6M0.04%
308SIMON PPTY GROUP INC NEW82880610933,357$5.5M0.04%
309VANGUARD SCOTTSDALE FDS92206C68059,681$5.5M0.04%
310PHILLIPS 66PSX44,664$5.5M0.04%
311ONEOK INC NEWOKE55,246$5.5M0.04%
312ISHARES TR46428867949,003$5.4M0.04%
313ISHARES TR46428752328,603$5.4M0.04%
314APPLE INCAAPL24,200$5.4M0.04%
315CINCINNATI FINL CORP17206210136,331$5.4M0.04%
316AMAZON COM INCAMZN28,000$5.3M0.04%
317NORFOLK SOUTHN CORP65584410822,469$5.3M0.04%
318DIMENSIONAL ETF TRUST25434V609102,720$5.3M0.04%
319SHELL PLCRYDAF71,458$5.2M0.04%
320D R HORTON INC23331A10941,146$5.2M0.04%
321INTEL CORPINTC224,086$5.1M0.04%
322INVESCO EXCH TRD SLF IDX FDIVZ310,358$5.1M0.04%
323VANGUARD MUN BD FDS922907746101,836$5.1M0.04%
324FIRST TR EXCHANGE-TRADED FD33733E10456,353$5.1M0.04%
325ROPER TECHNOLOGIES INCROP8,506$5.0M0.04%
326ECOLAB INCECL19,693$5.0M0.04%
327LAM RESEARCH CORPLRCX68,668$5.0M0.04%
328LINCOLN ELEC HLDGS INC53390010626,323$5.0M0.04%
329JANUS DETROIT STR TR47103U84597,644$5.0M0.04%
330ELI LILLY & COLLY5,800$4.8M0.04%
331ANSYS INC03662Q10515,075$4.8M0.04%
332AMERICAN ELEC PWR CO INC02553710142,859$4.7M0.04%
333DUKE ENERGY CORP NEWDUKB37,181$4.5M0.04%
334TRANE TECHNOLOGIES PLCTT13,363$4.5M0.04%
335PUBLIC STORAGE OPER COPSA-PS15,032$4.5M0.04%
336CINTAS CORPCTAS21,619$4.4M0.03%
337VANGUARD INTL EQUITY INDEX F92204274238,056$4.4M0.03%
338ISHARES TR46428841441,456$4.4M0.03%
339DIMENSIONAL ETF TRUST25434V708130,965$4.3M0.03%
340QUANTA SVCS INC74762E10216,937$4.3M0.03%
341CADENCE DESIGN SYSTEM INCCDNS16,877$4.3M0.03%
342OLYMPIC STEEL INC68162K106135,856$4.3M0.03%
343BLUE OWL CAPITAL INCOWL212,806$4.3M0.03%
344COLGATE PALMOLIVE COCL45,406$4.3M0.03%
345PIMCO ETF TR72201R87484,534$4.2M0.03%
346SCHLUMBERGER LTDSLB100,185$4.2M0.03%
347J P MORGAN EXCHANGE TRADED F46641Q83780,963$4.1M0.03%
348MARRIOTT INTL INC NEW57190320216,983$4.0M0.03%
349BROOKFIELD INFRAST PARTNERSG16252101135,493$4.0M0.03%
350VANGUARD WORLD FD92204A40533,058$3.9M0.03%
351MICROSOFT CORPMSFT10,500$3.9M0.03%
352BANK OZK LITTLE ROCK ARKOZKAP90,323$3.9M0.03%
353WELLTOWER INCWELL25,457$3.9M0.03%
354NVR INCNVR537$3.9M0.03%
355LINEAGE INCLINE65,865$3.9M0.03%
356FIFTH THIRD BANCORPFITBM97,384$3.8M0.03%
357SCHWAB STRATEGIC TR808524706137,028$3.8M0.03%
358ISHARES TR46436E858164,455$3.8M0.03%
359GENERAL DYNAMICS CORPGD13,710$3.7M0.03%
360DBX ETF TR23305120085,252$3.7M0.03%
361JOHN MARSHALL BANCORP INCJMSB222,976$3.7M0.03%
362SCHWAB STRATEGIC TR808524730119,322$3.7M0.03%
363ISHARES TR46428818249,600$3.7M0.03%
364METLIFE INCMET-PF45,685$3.7M0.03%
365APTARGROUP INCATR24,430$3.6M0.03%
366TRAVELERS COMPANIES INCTRV13,609$3.6M0.03%
367CITIGROUP INCC-PR50,482$3.6M0.03%
368FIRST TR EXCHANGE-TRADED FD33739Q20072,790$3.6M0.03%
369INNOVATOR ETFS TRUSTINHD94,951$3.6M0.03%
370CADENCE DESIGN SYSTEM INCCDNS13,900$3.5M0.03%
371PROSHARES TR74348A46734,564$3.5M0.03%
372SPDR INDEX SHS FDS78463X871109,777$3.5M0.03%
373INNOVATOR ETFS TRUSTINHD87,739$3.5M0.03%
374SPDR SER TR78468R73973,451$3.5M0.03%
375APPLIED INDL TECHNOLOGIES IN03820C10515,511$3.5M0.03%
376VANGUARD CHARLOTTE FDS92203J40771,527$3.5M0.03%
377VANGUARD BD INDEX FDS92203C30369,805$3.5M0.03%
378AON PLCAON8,675$3.5M0.03%
379NORTHROP GRUMMAN CORPNOC6,757$3.5M0.03%
380ETF SER SOLUTIONS26922A248138,103$3.5M0.03%
381CHIPOTLE MEXICAN GRILL INCCMG66,956$3.4M0.03%
382AIRBNB INCABNB28,099$3.4M0.03%
383CAPITAL GROUP GROWTH ETF14020G10197,866$3.4M0.03%
384ELEVANCE HEALTH INCELV7,688$3.3M0.03%
385VANGUARD WORLD FD92191084025,727$3.3M0.03%
386KROGER COKR48,871$3.3M0.03%
387SCHWAB STRATEGIC TR808524672130,292$3.3M0.03%
388INVESCO EXCHANGE TRADED FD TIVZ35,883$3.3M0.03%
389VANGUARD SCOTTSDALE FDS92206C71439,767$3.3M0.03%
390JANUS DETROIT STR TR47103U74661,951$3.2M0.03%
391YUM BRANDS INCYUM20,521$3.2M0.03%
392AIRBNB INCABNB26,500$3.2M0.02%
393KINDER MORGAN INC DELEP-PC110,932$3.2M0.02%
394NOVO-NORDISK A SNONOF45,367$3.2M0.02%
395CVS HEALTH CORPCVS46,490$3.1M0.02%
396US BANCORP DELUSB-PS74,274$3.1M0.02%
397PNC FINL SVCS GROUP INC69347510517,621$3.1M0.02%
398MPLX LPMPLXP57,646$3.1M0.02%
399PALANTIR TECHNOLOGIES INCPLTR36,551$3.1M0.02%
400SPDR DOW JONES INDL AVERAGE78467X1097,326$3.1M0.02%
401INNOVATOR ETFS TRUSTINHD80,072$3.1M0.02%
402VANGUARD WORLD FD9219108169,885$3.1M0.02%
403HOWMET AEROSPACE INCHWM23,338$3.0M0.02%
404BROOKFIELD RENEWABLE PARTNERG16258108136,103$3.0M0.02%
405CONSTELLATION ENERGY CORPCEG14,940$3.0M0.02%
406VERTIV HOLDINGS COVRT41,624$3.0M0.02%
407THE CIGNA GROUP1255231009,116$3.0M0.02%
408SCHWAB STRATEGIC TR808524722110,935$3.0M0.02%
409J P MORGAN EXCHANGE TRADED F46641Q27463,254$3.0M0.02%
410VANGUARD BD INDEX FDS92193782738,120$3.0M0.02%
411XYLEM INCXYL24,942$3.0M0.02%
412UBS AG LONDON BRANCHUSML107,171$3.0M0.02%
413CARDIFF ONCOLOGY INCCRDF939,593$3.0M0.02%
414INNOVATOR ETFS TRUSTINHD82,269$2.9M0.02%
415CARRIER GLOBAL CORPORATIONCARR45,811$2.9M0.02%
416AMPLIFY ETF TR03210866440,002$2.9M0.02%
417GILEAD SCIENCES INCGILD25,513$2.9M0.02%
418COPART INCCPRT49,837$2.8M0.02%
419PIMCO ETF TR72201R83327,951$2.8M0.02%
420IQVIA HLDGS INCIQV15,906$2.8M0.02%
421FIRST TR EXCHNG TRADED FD VI33740F48275,009$2.8M0.02%
422HERSHEY COHSY16,314$2.8M0.02%
423GE VERNOVA INCGEV9,064$2.8M0.02%
424NVIDIA CORPORATIONNVDA25,500$2.8M0.02%
425HUNT J B TRANS SVCS INC44565810718,676$2.8M0.02%
426INVESCO EXCH TRD SLF IDX FDIVZ134,702$2.8M0.02%
427FIDELITY COVINGTON TRUST31609260040,109$2.7M0.02%
428PROLOGIS INC.PLDGP24,323$2.7M0.02%
429MCKESSON CORPMCK4,023$2.7M0.02%
430ILLINOIS TOOL WKS INC45230810910,763$2.7M0.02%
431VANGUARD INTL EQUITY INDEX F92204287437,973$2.7M0.02%
432AMERIPRISE FINL INC03076C1065,426$2.6M0.02%
433J P MORGAN EXCHANGE TRADED F46654Q72443,873$2.6M0.02%
434EOG RES INCEOG20,143$2.6M0.02%
435INNOVATOR ETFS TRUSTINHD42,998$2.6M0.02%
436ISHARES TR46428815824,414$2.6M0.02%
437CHEMED CORP NEWCHE4,165$2.6M0.02%
438ISHARES TR46429B59849,439$2.5M0.02%
439FIRST TR EXCHNG TRADED FD VI33740F51667,510$2.5M0.02%
440KINSALE CAP GROUP INC49714P1085,209$2.5M0.02%
441INVESCO EXCH TRD SLF IDX FDIVZ123,968$2.5M0.02%
442CUMMINS INCCMI8,002$2.5M0.02%
443NOVARTIS AGNVSEF22,468$2.5M0.02%
444ISHARES TR46436E841110,200$2.5M0.02%
445VANGUARD MALVERN FDS92202080549,306$2.5M0.02%
446WILLIAMS COS INC96945710041,074$2.5M0.02%
447FIDELITY COVINGTON TRUST31609284049,292$2.4M0.02%
448SHERWIN WILLIAMS COSHW7,000$2.4M0.02%
449VENTAS INCVTR35,517$2.4M0.02%
450MARATHON PETE CORPMARA16,573$2.4M0.02%
451DIAGEO PLCDGEAF22,966$2.4M0.02%
452ISHARES TR4642871018,777$2.4M0.02%
453TRANE TECHNOLOGIES PLCTT7,000$2.4M0.02%
454AMETEK INCAME13,558$2.3M0.02%
455INNOVATOR ETFS TRUSTINHD59,840$2.3M0.02%
456ISHARES TR46434V80363,758$2.3M0.02%
457KKR & CO INCKKRT19,438$2.2M0.02%
458ISHARES TR46429B68928,811$2.2M0.02%
459FIRST TR EXCHANGE-TRADED FD33741X10266,681$2.2M0.02%
460EQUINIX INCEQIX2,739$2.2M0.02%
461GENERAL MLS INC37033410437,088$2.2M0.02%
462DIAMONDBACK ENERGY INCFANG13,708$2.2M0.02%
463REVVITY INCRVTY20,568$2.2M0.02%
464VANGUARD BD INDEX FDS92193783529,520$2.2M0.02%
465ISHARES U S ETF TR46431W50742,182$2.1M0.02%
466MSCI INCMSCI3,783$2.1M0.02%
467ARCHER DANIELS MIDLAND COADM44,458$2.1M0.02%
468INNOVATOR ETFS TRUSTINHD56,417$2.1M0.02%
469ISHARES TR46432F39610,383$2.1M0.02%
470FIRST TR VALUE LINE DIVID IN33734H10646,493$2.1M0.02%
471ENTERPRISE FINL SVCS CORP29371210538,082$2.0M0.02%
472CLOROX CO DELCLX13,855$2.0M0.02%
473INNOVATOR ETFS TRUSTINHD53,898$2.0M0.02%
474PAYCHEX INCPAYX13,179$2.0M0.02%
475ISHARES TR46428825717,455$2.0M0.02%
476INVESCO EXCHANGE TRADED FD TIVZ29,908$2.0M0.02%
477RPM INTL INC74968510317,259$2.0M0.02%
478AKAMAI TECHNOLOGIES INCAKAM24,792$2.0M0.02%
479ATYR PHARMA INCATYR658,330$2.0M0.02%
480MORGAN STANLEY DIRECT LENDIN61774A10399,317$2.0M0.02%
481SPDR SER TR78464A30025,258$2.0M0.02%
482SPDR SER TR78464A85429,754$2.0M0.02%
483ISHARES SILVER TRSLV62,125$1.9M0.02%
484MICROCHIP TECHNOLOGY INC.MCHPP38,868$1.9M0.01%
485ISHARES TR4642876895,805$1.8M0.01%
486SCHWAB STRATEGIC TR80852484785,414$1.8M0.01%
487ISHARES TR46428835632,641$1.8M0.01%
488INNOVATOR ETFS TRUSTINHD51,023$1.8M0.01%
489FORTINET INCFTNT18,912$1.8M0.01%
490WISDOMTREE TRWT16,571$1.8M0.01%
491FIRST TR EXCHANGE-TRADED FD33738D30939,842$1.8M0.01%
492DIMENSIONAL ETF TRUST25434V88069,373$1.8M0.01%
493MATSON INCMATX14,174$1.8M0.01%
494MARSH & MCLENNAN COS INC5717481027,379$1.8M0.01%
495J P MORGAN EXCHANGE TRADED F46641Q65435,368$1.8M0.01%
496DIMENSIONAL ETF TRUST25434V81563,475$1.8M0.01%
497ALLSTATE CORPALL-PJ8,611$1.8M0.01%
498INVESCO EXCHANGE TRADED FD TIVZ38,615$1.8M0.01%
499VANGUARD INDEX FDS9229085957,009$1.8M0.01%
500INVESCO EXCHANGE TRADED FD TIVZ43,567$1.8M0.01%