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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 Q2 2025 · Filed August 12, 2025 · Accession 0001040197-25-000005

Total Value
$14.47B
Positions
3,960
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR4642872001,724,153$1.07B7.69%
2SPDR S&P 500 ETF TRSPY781,145$482.6M3.47%
3MICROSOFT CORPMSFT926,612$460.9M3.31%
4APPLE INCAAPL1,886,893$387.1M2.78%
5ISHARES TR4642875075,293,658$328.3M2.36%
6NVIDIA CORPORATIONNVDA1,529,438$241.6M1.74%
7AMAZON COM INCAMZN1,064,938$233.6M1.68%
8VANGUARD TAX-MANAGED FDS9219438584,032,047$229.9M1.65%
9ISHARES TR4642878042,026,145$221.4M1.59%
10ISHARES TR4642874081,019,527$199.2M1.43%
11VANGUARD SPECIALIZED FUNDS921908844943,374$193.1M1.39%
12INVESCO QQQ TRIVZ345,449$190.6M1.37%
13BROADCOM INCAVGO663,927$183.0M1.31%
14ISHARES TR46432F8422,188,260$182.7M1.31%
15ISHARES TR464287614398,651$169.3M1.22%
16VANGUARD INTL EQUITY INDEX F9220428583,344,313$165.4M1.19%
17ALPHABET INCGOOG829,689$146.2M1.05%
18ISHARES TR46436E7181,446,099$145.6M1.05%
19SPDR S&P MIDCAP 400 ETF TRMDY249,015$141.1M1.01%
20META PLATFORMS INCMETA187,612$138.5M0.99%
21JPMORGAN CHASE & CO.VYLD440,915$127.8M0.92%
22VISA INCV359,628$127.7M0.92%
23ISHARES INC46434G1032,108,966$126.6M0.91%
24ISHARES TR4642873091,114,092$122.7M0.88%
25ALPHABET INCGOOG638,331$113.2M0.81%
26VANGUARD INDEX FDS922908769355,582$108.1M0.78%
27SPDR SERIES TRUST78464A763767,082$104.1M0.75%
28ISHARES TR464287655481,751$104.0M0.75%
29BERKSHIRE HATHAWAY INC DELBRK-A208,599$101.3M0.73%
30INVESCO EXCHANGE TRADED FD TIVZ556,734$101.2M0.73%
31ABBVIE INCABBV539,434$100.1M0.72%
32COSTCO WHSL CORP NEW22160K10595,818$94.9M0.68%
33VANGUARD SCOTTSDALE FDS92206C1021,503,531$88.4M0.63%
34PROCTER AND GAMBLE CO742718109548,346$87.4M0.63%
35JOHNSON & JOHNSONJNJ561,519$85.8M0.62%
36HOME DEPOT INCHD230,667$84.6M0.61%
37SHERWIN WILLIAMS COSHW246,019$84.5M0.61%
38VANGUARD SCOTTSDALE FDS92206C409991,382$78.8M0.57%
39RTX CORPORATIONRTX527,003$77.0M0.55%
40NETFLIX INCNFLX56,927$76.2M0.55%
41PGIM ETF TR69344A1071,506,101$74.9M0.54%
42ORACLE CORPORCL-PD342,770$74.9M0.54%
43VANGUARD INDEX FDS922908363128,494$73.0M0.52%
44BOOKING HOLDINGS INCBKNG12,325$71.4M0.51%
45UNITEDHEALTH GROUP INCUNH224,275$70.0M0.50%
46ISHARES TR464287598358,539$69.6M0.50%
47ISHARES TR464287606729,867$66.4M0.48%
48SCHWAB STRATEGIC TR8085243002,252,000$65.8M0.47%
49CISCO SYS INCCSCO946,246$65.7M0.47%
50ISHARES TR4642886461,243,214$65.6M0.47%
51ABBOTT LABSABLZF481,563$65.5M0.47%
52ELI LILLY & COLLY82,495$64.3M0.46%
53MASTERCARD INCORPORATEDMA105,732$59.4M0.43%
54SCHWAB STRATEGIC TR8085247972,177,360$57.7M0.41%
55TAIWAN SEMICONDUCTOR MFG LTD874039100248,588$56.3M0.40%
56QUALCOMM INCQCOM351,634$56.0M0.40%
57WALMART INCWMT542,905$53.1M0.38%
58STRYKER CORPORATIONSYK129,597$51.3M0.37%
59EXXON MOBIL CORPXOM474,428$51.1M0.37%
60BANK AMERICA CORP0605051041,076,005$50.9M0.37%
61VANGUARD WORLD FD92204A70276,223$50.6M0.36%
62INVESCO EXCH TRD SLF IDX FDIVZ2,548,276$49.7M0.36%
63INVESCO EXCH TRD SLF IDX FDIVZ2,357,194$48.7M0.35%
64INVESCO EXCH TRD SLF IDX FDIVZ2,410,055$47.4M0.34%
65ISHARES TR46429B697498,855$46.8M0.34%
66ACCENTURE PLC IRELANDACN155,389$46.4M0.33%
67ISHARES TR464287440476,652$45.6M0.33%
68CHUBB LIMITEDCB157,131$45.5M0.33%
69VANGUARD INDEX FDS922908736103,358$45.3M0.33%
70HONEYWELL INTL INC438516106194,108$45.2M0.32%
71VANGUARD INDEX FDS922908751188,608$44.7M0.32%
72ISHARES TR46429B291932,200$44.6M0.32%
73ISHARES TR46434V100879,957$44.5M0.32%
74SPDR SERIES TRUST78464A6491,715,318$43.9M0.32%
75ISHARES TR464288638823,158$43.9M0.32%
76MCDONALDS CORPMCD148,599$43.4M0.31%
77SELECT SECTOR SPDR TR81369Y803169,218$42.9M0.31%
78VERIZON COMMUNICATIONS INCVZ984,942$42.6M0.31%
79VANGUARD SCOTTSDALE FDS92206C730151,668$42.6M0.31%
80VANGUARD INDEX FDS922908744240,118$42.4M0.30%
81PEPSICO INCPEP318,252$42.0M0.30%
82SCHWAB STRATEGIC TR8085248051,901,395$42.0M0.30%
83ISHARES TR464287705332,483$41.1M0.30%
84INVESCO EXCHANGE TRADED FD TIVZ289,831$41.1M0.30%
85VANGUARD WORLD FD92204A504164,457$40.8M0.29%
86ISHARES TR464287630257,179$40.6M0.29%
87ISHARES TR464287499434,754$40.0M0.29%
88EATON CORP PLCETN108,879$38.9M0.28%
89TESLA INCTSLA117,703$37.4M0.27%
90CHEVRON CORP NEWCVX248,522$35.6M0.26%
91ISHARES TR464287465395,969$35.4M0.25%
92ISHARES TR464287226353,400$35.1M0.25%
93COCA COLA COKO486,819$34.4M0.25%
94DIMENSIONAL ETF TRUST25434V203987,085$34.1M0.25%
95ISHARES TR464288372562,147$33.3M0.24%
96ISHARES GOLD TRIAU529,102$33.0M0.24%
97SPDR INDEX SHS FDS78463X889805,968$32.6M0.23%
98ISHARES TR464288653317,095$32.2M0.23%
99INVESCO EXCH TRD SLF IDX FDIVZ1,569,972$32.2M0.23%
100SCHWAB STRATEGIC TR8085242011,302,510$31.8M0.23%
101INVESCO EXCH TRD SLF IDX FDIVZ1,671,357$31.3M0.22%
102UNION PAC CORPUNP131,317$30.2M0.22%
103VANGUARD INDEX FDS922908629106,636$29.8M0.21%
104FIRST TR EXCH TRADED FD III33739E1081,644,525$29.3M0.21%
105ISHARES TR464287648101,692$29.1M0.21%
106GE AEROSPACE369604301109,087$28.1M0.20%
107AMERICAN EXPRESS COAXP87,617$27.9M0.20%
108ISHARES TR46428762281,268$27.6M0.20%
109ISHARES TR464288687886,104$27.2M0.20%
110SCHWAB STRATEGIC TR808524409976,343$27.0M0.19%
111PALO ALTO NETWORKS INCPANW131,888$27.0M0.19%
112SELECT SECTOR SPDR TR81369Y209199,731$26.9M0.19%
113SCHWAB STRATEGIC TR8085241021,113,342$26.5M0.19%
114BLACKROCK INCBLK25,024$26.3M0.19%
115SCHWAB STRATEGIC TR8085248621,075,981$26.2M0.19%
116AMERICAN CENTY ETF TR025072877283,850$25.9M0.19%
117ETF SER SOLUTIONS26922A222619,900$25.7M0.18%
118AMERICAN TOWER CORP NEW03027X100113,072$25.0M0.18%
119J P MORGAN EXCHANGE TRADED F46641Q837493,111$25.0M0.18%
120PACER FDS TR69374H881453,245$25.0M0.18%
121J P MORGAN EXCHANGE TRADED F46641Q332438,744$24.9M0.18%
122ISHARES TR464288273340,341$24.7M0.18%
123DISNEY WALT CO254687106189,997$23.6M0.17%
124WASTE MGMT INC DEL94106L109102,493$23.5M0.17%
125MORGAN STANLEYMS-PQ162,634$22.9M0.16%
126APPLOVIN CORPAPP65,330$22.9M0.16%
127INTERCONTINENTAL EXCHANGE IN45866F104124,596$22.9M0.16%
128MONDELEZ INTL INC609207105335,040$22.6M0.16%
129ISHARES TR46429B747216,163$22.2M0.16%
130DIMENSIONAL ETF TRUST25434V104524,082$22.2M0.16%
131GOLDMAN SACHS GROUP INCGSCE31,065$22.0M0.16%
132ADOBE INCADBE56,694$21.9M0.16%
133SOUTHERN COSOMN238,293$21.9M0.16%
134VANGUARD INDEX FDS92290853875,190$21.4M0.15%
135WISDOMTREE TRWT251,283$20.6M0.15%
136VANGUARD STAR FDS921909768294,238$20.3M0.15%
137GOLDMAN SACHS ETF TRNVGLF166,877$20.3M0.15%
138MERCK & CO INCMRK252,381$20.0M0.14%
139LOWES COS INC54866110789,399$19.8M0.14%
140AMGEN INCAMGN70,631$19.7M0.14%
141INVESCO EXCH TRD SLF IDX FDIVZ1,164,560$19.5M0.14%
142VANGUARD BD INDEX FDS921937819251,326$19.4M0.14%
143ENTERPRISE PRODS PARTNERS L293792107622,161$19.3M0.14%
144LINDE PLCLIN40,946$19.2M0.14%
145GOLUB CAP BDC INC38173M1021,310,340$19.2M0.14%
146BLACKROCK ETF TRUSTBLK345,104$18.8M0.14%
147INTERNATIONAL BUSINESS MACHSINTR63,692$18.8M0.13%
148ISHARES TR464287481133,791$18.6M0.13%
149PROGRESSIVE CORP74331510368,956$18.4M0.13%
150ISHARES TR464287879180,975$18.0M0.13%
151VANECK ETF TRUST92189F643189,078$17.7M0.13%
152LOCKHEED MARTIN CORPLMT37,987$17.6M0.13%
153THERMO FISHER SCIENTIFIC INCTMO43,157$17.5M0.13%
154BERKSHIRE HATHAWAY INC DELBRK-A24$17.5M0.13%
155CROWDSTRIKE HLDGS INCCRWD34,260$17.4M0.13%
156WISDOMTREE TRWT339,307$17.0M0.12%
157INVESCO EXCH TRADED FD TR IIIVZ392,822$17.0M0.12%
158BOSTON SCIENTIFIC CORPBSX156,528$16.8M0.12%
159ISHARES TR464288588178,918$16.8M0.12%
160TJX COS INC NEW872540109135,116$16.7M0.12%
161VANGUARD INDEX FDS922908553184,166$16.4M0.12%
162ISHARES TR46434V621256,263$16.4M0.12%
163SCHWAB STRATEGIC TR808524755405,542$16.2M0.12%
164ASML HOLDING N VASMLF19,444$15.6M0.11%
165CONOCOPHILLIPSCOP171,356$15.4M0.11%
166ISHARES TR46434V407356,360$15.4M0.11%
167ISHARES TR464287242139,094$15.2M0.11%
168INTUITIVE SURGICAL INCISRG27,887$15.2M0.11%
169SERVICENOW INCNOW14,589$15.0M0.11%
170BROOKFIELD CORP11271J107242,414$15.0M0.11%
171SCHWAB STRATEGIC TR808524508533,816$15.0M0.11%
172FISERV INCFISV85,338$14.7M0.11%
173ZOETIS INCZTS93,592$14.6M0.10%
174SPDR GOLD TRGLD47,805$14.6M0.10%
175WELLS FARGO CO NEW949746101181,403$14.5M0.10%
176CME GROUP INCCME52,174$14.4M0.10%
177ENERGY TRANSFER L PET-PI772,198$14.0M0.10%
178APOLLO GLOBAL MGMT INC03769M10697,400$13.8M0.10%
179AT&T INCT-PC475,707$13.8M0.10%
180SELECT SECTOR SPDR TR81369Y70493,269$13.8M0.10%
181CBRE GROUP INCCBRE98,133$13.8M0.10%
182REALTY INCOME CORPO236,901$13.6M0.10%
183SELECT SECTOR SPDR TR81369Y308167,457$13.6M0.10%
184PHILIP MORRIS INTL INC71817210973,985$13.5M0.10%
185FIDELITY COVINGTON TRUST31609280868,221$13.5M0.10%
186SELECT SECTOR SPDR TR81369Y605255,257$13.4M0.10%
187CATERPILLAR INCCAT34,228$13.3M0.10%
188AUTOMATIC DATA PROCESSING INADP42,471$13.1M0.09%
189WISDOMTREE TRWT257,177$12.9M0.09%
190ISHARES TR46428715095,088$12.8M0.09%
191INVESCO EXCH TRADED FD TR IIIVZ56,294$12.8M0.09%
192VANGUARD INDEX FDS92290863744,642$12.7M0.09%
193ISHARES TR46428788795,674$12.7M0.09%
194VANGUARD INTL EQUITY INDEX F922042775188,542$12.7M0.09%
195DEERE & CODE24,676$12.5M0.09%
196ADVANCED MICRO DEVICES INCAMD88,227$12.5M0.09%
197GLOBAL X FDS37954Y293199,132$12.5M0.09%
198NEXTERA ENERGY INCNEE-PW178,197$12.4M0.09%
199SELECT SECTOR SPDR TR81369Y506145,161$12.3M0.09%
200ARISTA NETWORKS INCANET119,586$12.2M0.09%
201PJT PARTNERS INCPJT73,316$12.1M0.09%
202TAKE-TWO INTERACTIVE SOFTWARTTWO49,678$12.1M0.09%
203INTUITINTU15,265$12.0M0.09%
204FIRST TR EXCHANGE TRADED FD33734X17676,150$12.0M0.09%
205J P MORGAN EXCHANGE TRADED F46654Q104246,008$11.9M0.09%
206SCHWAB CHARLES CORPSCHW-PJ127,615$11.6M0.08%
207TEXAS INSTRS INC88250810455,220$11.5M0.08%
208SELECT SECTOR SPDR TR81369Y860276,154$11.4M0.08%
209SPDR SERIES TRUST78464A12858,434$11.2M0.08%
210THE TRADE DESK INC88339J105155,838$11.2M0.08%
211SMUCKER J M CO832696405113,975$11.2M0.08%
212ISHARES TR46428716883,507$11.1M0.08%
213SCHWAB STRATEGIC TR808524607437,763$11.1M0.08%
214AUTOZONE INCAZO2,838$10.5M0.08%
215BLUE OWL CAPITAL CORPORATIONOWL732,867$10.5M0.08%
216INVESCO ACTVELY MNGD ETC FDIVZ805,038$10.5M0.08%
217SELECT SECTOR SPDR TR81369Y886128,413$10.5M0.08%
218MEDTRONIC PLCMDT120,098$10.5M0.08%
219T-MOBILE US INCTMUSZ43,890$10.5M0.08%
220ISHARES TR46428747379,110$10.5M0.08%
221INVESCO EXCH TRADED FD TR IIIVZ143,310$10.4M0.07%
222SALESFORCE INCCRM38,159$10.4M0.07%
223VANGUARD INDEX FDS92290861153,324$10.4M0.07%
224FIDELITY COVINGTON TRUST316092857380,222$10.3M0.07%
225ERIE INDTY CO29530P10228,761$10.0M0.07%
226SELECT SECTOR SPDR TR81369Y85291,648$9.9M0.07%
227MICRON TECHNOLOGY INCMU80,496$9.9M0.07%
228ISHARES INC46434G764154,910$9.8M0.07%
229VERISK ANALYTICS INCVRSK31,378$9.8M0.07%
230ISHARES TR46428772155,797$9.7M0.07%
231INVESCO EXCHANGE TRADED FD TIVZ329,368$9.6M0.07%
232FIDELITY COVINGTON TRUST316092782150,335$9.6M0.07%
233LIBERTY MEDIA CORP DELFWONB91,175$9.5M0.07%
234DIMENSIONAL ETF TRUST25434V500149,123$9.5M0.07%
235FIRST TR EXCHNG TRADED FD VI33740U679269,952$9.5M0.07%
236GLOBAL X FDS37954Y673217,577$9.5M0.07%
237SCHWAB STRATEGIC TR808524771386,071$9.5M0.07%
238BLACKSTONE INCBX63,259$9.5M0.07%
239VANGUARD INDEX FDS92290851257,534$9.5M0.07%
240INVESTMENT MANAGERS SER TR I46144X586277,795$9.4M0.07%
241BOEING COBA-PA44,975$9.4M0.07%
242LABCORP HOLDINGS INCLH35,707$9.4M0.07%
243DIMENSIONAL ETF TRUST25434V724220,639$9.3M0.07%
244VULCAN MATLS CO92916010935,511$9.3M0.07%
245INVESCO EXCHANGE TRADED FD TIVZ423,165$9.3M0.07%
246SCHWAB STRATEGIC TR808524763321,995$9.2M0.07%
247J P MORGAN EXCHANGE TRADED F46641Q852189,146$9.2M0.07%
248TARGA RES CORPTRGP52,724$9.2M0.07%
249ISHARES TR46428866176,256$9.1M0.07%
250KIMBERLY-CLARK CORPKMB70,224$9.1M0.07%
251INVESCO EXCH TRADED FD TR IIIVZ812,895$9.0M0.07%
252VANGUARD INTL EQUITY INDEX F92204271866,585$8.9M0.06%
253CINTAS CORPCTAS39,931$8.9M0.06%
254ISHARES TR46428755670,346$8.9M0.06%
255ISHARES TR464287234184,060$8.9M0.06%
256PFIZER INCPFE364,886$8.8M0.06%
257VANGUARD INDEX FDS92290865245,028$8.7M0.06%
258FEDEX CORPFDX38,047$8.6M0.06%
259WISDOMTREE TRWT113,605$8.5M0.06%
260DIGITAL RLTY TR INC25386810348,118$8.4M0.06%
261VANGUARD WHITEHALL FDS92194640662,872$8.4M0.06%
262SSGA ACTIVE ETF TR78467V848208,812$8.4M0.06%
2633M COMMM54,785$8.3M0.06%
264INNOVATOR ETFS TRUSTINHD162,986$8.3M0.06%
265ISHARES TR46428745799,682$8.3M0.06%
266VANGUARD SCOTTSDALE FDS92206C706136,913$8.2M0.06%
267AIR PRODS & CHEMS INCAIIR29,029$8.2M0.06%
268BROADRIDGE FINL SOLUTIONS IN11133T10333,629$8.2M0.06%
269INVESCO EXCH TRADED FD TR IIIVZ331,837$8.1M0.06%
270NIKE INCNKE113,467$8.1M0.06%
271ALTRIA GROUP INCMO135,380$7.9M0.06%
272APPLIED MATLS INC03822210543,346$7.9M0.06%
273PIMCO ETF TR72201R866151,234$7.8M0.06%
274SPDR SERIES TRUST78464A20187,400$7.8M0.06%
275PIMCO ETF TR72201R585291,191$7.7M0.06%
276AUTODESK INCADSK24,601$7.6M0.05%
277SPDR SERIES TRUST78464A375226,302$7.6M0.05%
278DIMENSIONAL ETF TRUST25434V302260,968$7.6M0.05%
279THE BALDWIN INSURANCE GRP IN05589G102175,582$7.5M0.05%
280BRISTOL-MYERS SQUIBB COCELG-RI160,799$7.4M0.05%
281L3HARRIS TECHNOLOGIES INCLHX29,558$7.4M0.05%
282ROCKWELL AUTOMATION INCROK21,956$7.3M0.05%
283REPUBLIC SVCS INC76075910029,562$7.3M0.05%
284CAPITAL GROUP GBL GROWTH EQT14020X104222,513$7.1M0.05%
285EMERSON ELEC COEMR52,967$7.1M0.05%
286BANK NEW YORK MELLON CORP06405810076,548$7.0M0.05%
287ISHARES TR46428752329,067$6.9M0.05%
288INVESCO EXCHANGE TRADED FD TIVZ97,041$6.9M0.05%
289EDWARDS LIFESCIENCES CORPEW86,534$6.8M0.05%
290BROOKFIELD ASSET MANAGMT LTD113004105121,342$6.7M0.05%
291LAM RESEARCH CORPLRCX68,431$6.7M0.05%
292QUANTA SVCS INC74762E10217,594$6.7M0.05%
293FLEXSHARES TRFLEX164,892$6.6M0.05%
294COMCAST CORP NEWCCZ185,248$6.6M0.05%
295S&P GLOBAL INCSPGI12,518$6.6M0.05%
296ISHARES TR46436E866280,908$6.6M0.05%
297PARKER-HANNIFIN CORPPH9,246$6.5M0.05%
298CAVA GROUP INCCAVA76,538$6.4M0.05%
299VANGUARD SCOTTSDALE FDS92206C68059,034$6.4M0.05%
300TARGET CORPTGT64,742$6.4M0.05%
301PALANTIR TECHNOLOGIES INCPLTR46,272$6.3M0.05%
302ISHARES TR46432F33934,346$6.3M0.05%
303INNOVATOR ETFS TRUSTINHD123,032$6.3M0.05%
304GARTNER INCIT15,408$6.2M0.04%
305DANAHER CORPORATION23585110231,051$6.1M0.04%
306DBX ETF TR233051143110,807$6.1M0.04%
307OTIS WORLDWIDE CORPOTIS61,558$6.1M0.04%
308INVESCO EXCH TRD SLF IDX FDIVZ366,505$6.1M0.04%
309INNOVATOR ETFS TRUSTINHD162,402$6.1M0.04%
310TRANE TECHNOLOGIES PLCTT13,742$6.0M0.04%
311INNOVATOR ETFS TRUSTINHD130,111$5.7M0.04%
312PHILLIPS 66PSX47,861$5.7M0.04%
313GLOBAL X FDS37954Y657301,958$5.7M0.04%
314JPMORGAN CHASE FINL CO LLCVYLD187,883$5.7M0.04%
315D R HORTON INC23331A10943,965$5.7M0.04%
316BECTON DICKINSON & COBDX32,625$5.6M0.04%
317AVALONBAY CMNTYS INCAWX27,571$5.6M0.04%
318SIMON PPTY GROUP INC NEW82880610934,131$5.5M0.04%
319LINCOLN ELEC HLDGS INC53390010626,358$5.5M0.04%
320CINCINNATI FINL CORP17206210136,625$5.5M0.04%
321NORFOLK SOUTHN CORP65584410821,306$5.5M0.04%
322ECOLAB INCECL20,167$5.4M0.04%
323STARBUCKS CORPSBUX58,330$5.3M0.04%
324ANSYS INC03662Q10515,164$5.3M0.04%
325CADENCE DESIGN SYSTEM INCCDNS17,268$5.3M0.04%
326SHERWIN WILLIAMS COSHW15,400$5.3M0.04%
327VERTIV HOLDINGS COVRT41,177$5.3M0.04%
328MARRIOTT INTL INC NEW57190320219,160$5.2M0.04%
329SHELL PLCRYDAF74,111$5.2M0.04%
330JANUS DETROIT STR TR47103U845101,578$5.2M0.04%
331SELECT SECTOR SPDR TR81369Y40723,531$5.1M0.04%
332DIMENSIONAL ETF TRUST25434V708140,511$5.0M0.04%
333FIRST TR EXCHANGE-TRADED FD33733E10455,156$5.0M0.04%
334ROPER TECHNOLOGIES INCROP8,834$5.0M0.04%
335CONSTELLATION ENERGY CORPCEG15,446$5.0M0.04%
336MICROSOFT CORPMSFT9,900$4.9M0.04%
337VANGUARD MUN BD FDS92290774699,523$4.9M0.04%
338VANGUARD INTL EQUITY INDEX F92204274237,842$4.9M0.03%
339INTEL CORPINTC217,103$4.9M0.03%
340DUKE ENERGY CORP NEWDUKB41,193$4.9M0.03%
341ISHARES TR46428867943,733$4.8M0.03%
342SCHWAB STRATEGIC TR808524706158,309$4.8M0.03%
343GE VERNOVA INCGEV8,869$4.7M0.03%
344TREVI THERAPEUTICS INCTRVI847,553$4.6M0.03%
345PIMCO ETF TR72201R87490,908$4.6M0.03%
346ONEOK INC NEWOKE55,356$4.5M0.03%
347PUBLIC STORAGE OPER COPSA-PS15,397$4.5M0.03%
348DIMENSIONAL ETF TRUST25434V60983,431$4.5M0.03%
349AMERICAN ELEC PWR CO INC02553710143,196$4.5M0.03%
350BROOKFIELD INFRAST PARTNERSG16252101129,884$4.4M0.03%
351HOWMET AEROSPACE INCHWM23,180$4.3M0.03%
352CITIGROUP INCC-PR50,386$4.3M0.03%
353CADENCE DESIGN SYSTEM INCCDNS13,800$4.3M0.03%
354BANK OZK LITTLE ROCK ARKOZKAP89,441$4.2M0.03%
355APPLE INCAAPL20,500$4.2M0.03%
356COLGATE PALMOLIVE COCL45,845$4.2M0.03%
357APPLE INCAAPL20,200$4.1M0.03%
358JOHN MARSHALL BANCORP INCJMSB222,976$4.1M0.03%
359UNITED PARCEL SERVICE INCUPS40,897$4.1M0.03%
360ISHARES TR46428818249,720$4.1M0.03%
361OLYMPIC STEEL INC68162K106125,856$4.1M0.03%
362BLUE OWL CAPITAL INCOWL212,668$4.1M0.03%
363GENERAL DYNAMICS CORPGD13,820$4.0M0.03%
364NVIDIA CORPORATIONNVDA25,500$4.0M0.03%
365ISHARES BITCOIN TRUST ETFIBIT65,696$4.0M0.03%
366SPDR INDEX SHS FDS78463X871107,879$4.0M0.03%
367ISHARES TR46435G26859,098$4.0M0.03%
368CAPITAL GROUP GROWTH ETF14020G10197,840$4.0M0.03%
369ELI LILLY & COLLY5,100$4.0M0.03%
370VANGUARD WORLD FD92204A40531,208$4.0M0.03%
371FIFTH THIRD BANCORPFITBM96,384$4.0M0.03%
372NVR INCNVR535$4.0M0.03%
373JANUS DETROIT STR TR47103U74675,103$4.0M0.03%
374AMERIPRISE FINL INC03076C1067,334$3.9M0.03%
375WELLTOWER INCWELL25,399$3.9M0.03%
376SCHWAB STRATEGIC TR808524730117,303$3.9M0.03%
377METLIFE INCMET-PF47,677$3.8M0.03%
378TRAVELERS COMPANIES INCTRV14,313$3.8M0.03%
379PUTNAM ETF TRUST74672930094,605$3.8M0.03%
380ISHARES TR46436E858165,330$3.8M0.03%
381INVESCO EXCH TRD SLF IDX FDIVZ182,155$3.8M0.03%
382DBX ETF TR23305120085,559$3.7M0.03%
383AIRBNB INCABNB28,227$3.7M0.03%
384APTARGROUP INCATR23,846$3.7M0.03%
385APPLIED INDL TECHNOLOGIES IN03820C10515,665$3.6M0.03%
386KROGER COKR50,046$3.6M0.03%
387IQVIA HLDGS INCIQV22,317$3.5M0.03%
388AIRBNB INCABNB26,500$3.5M0.03%
389INVESCO EXCHANGE TRADED FD TIVZ35,693$3.5M0.03%
390SCHWAB STRATEGIC TR808524672127,941$3.5M0.03%
391INNOVATOR ETFS TRUSTINHD82,494$3.5M0.03%
392US BANCORP DELUSB-PS76,749$3.5M0.02%
393CARRIER GLOBAL CORPORATIONCARR47,373$3.5M0.02%
394VANGUARD BD INDEX FDS92203C30368,763$3.4M0.02%
395VANGUARD SCOTTSDALE FDS92206C71440,063$3.4M0.02%
396PROSHARES TR74348A46733,816$3.4M0.02%
397PNC FINL SVCS GROUP INC69347510518,077$3.4M0.02%
398MARATHON PETE CORPMARA20,271$3.4M0.02%
399KINDER MORGAN INC DELEP-PC114,399$3.4M0.02%
400NORTHROP GRUMMAN CORPNOC6,687$3.3M0.02%
401SCHWAB STRATEGIC TR808524722110,935$3.3M0.02%
402NOVO-NORDISK A SNONOF47,511$3.3M0.02%
403VANGUARD WORLD FD92191084024,852$3.3M0.02%
404BALL CORPBALL57,601$3.2M0.02%
405XYLEM INCXYL24,971$3.2M0.02%
406SPDR SERIES TRUST78464A87038,620$3.2M0.02%
407VANGUARD CHARLOTTE FDS92203J40764,595$3.2M0.02%
408VANGUARD WORLD FD9219108168,721$3.2M0.02%
409CVS HEALTH CORPCVS46,117$3.2M0.02%
410GILEAD SCIENCES INCGILD28,665$3.2M0.02%
411J P MORGAN EXCHANGE TRADED F46654Q72450,736$3.2M0.02%
412AMPLIFY ETF TR03210866435,808$3.1M0.02%
413ETF SER SOLUTIONS26922A248126,588$3.1M0.02%
414HUNT J B TRANS SVCS INC44565810721,406$3.1M0.02%
415THE CIGNA GROUP1255231009,264$3.1M0.02%
416YUM BRANDS INCYUM20,329$3.0M0.02%
417MCKESSON CORPMCK4,099$3.0M0.02%
418INNOVATOR ETFS TRUSTINHD78,344$3.0M0.02%
419MPLX LPMPLXP57,732$3.0M0.02%
420ALEXANDRIA REAL ESTATE EQ IN01527110940,930$3.0M0.02%
421NOVARTIS AGNVSEF24,493$3.0M0.02%
422ELEVANCE HEALTH INCELV7,579$2.9M0.02%
423FIRST TR EXCHNG TRADED FD VI33740F48274,566$2.9M0.02%
424AON PLCAON8,079$2.9M0.02%
425LINEAGE INCLINE65,865$2.9M0.02%
426J P MORGAN EXCHANGE TRADED F46641Q27459,659$2.8M0.02%
427ILLINOIS TOOL WKS INC45230810911,405$2.8M0.02%
428VANGUARD MALVERN FDS92202080555,720$2.8M0.02%
429SPDR DOW JONES INDL AVERAGE78467X1096,346$2.8M0.02%
430CAPITAL ONE FINL CORP14040H10513,143$2.8M0.02%
431VANGUARD INTL EQUITY INDEX F92204287436,008$2.8M0.02%
432UBS AG LONDON BRANCHUSML107,182$2.8M0.02%
433WILLIAMS COS INC96945710043,474$2.7M0.02%
434ISHARES TR4642876897,702$2.7M0.02%
435ISHARES TR46428825720,947$2.7M0.02%
436ISHARES TR4642871018,782$2.7M0.02%
437VANGUARD BD INDEX FDS92193782733,887$2.7M0.02%
438KKR & CO INCKKRT19,858$2.6M0.02%
439MICROCHIP TECHNOLOGY INC.MCHPP36,953$2.6M0.02%
440FIDELITY COVINGTON TRUST31609284049,713$2.6M0.02%
441CUMMINS INCCMI7,857$2.6M0.02%
442INVESCO EXCH TRD SLF IDX FDIVZ123,714$2.6M0.02%
443ISHARES TR46428815824,052$2.6M0.02%
444ISHARES TR46434V80367,362$2.6M0.02%
445CHIPOTLE MEXICAN GRILL INCCMG45,294$2.5M0.02%
446PROLOGIS INC.PLDGP24,193$2.5M0.02%
447PIMCO ETF TR72201R83325,164$2.5M0.02%
448COPART INCCPRT51,449$2.5M0.02%
449ISHARES TR46432F39610,454$2.5M0.02%
450INNOVATOR ETFS TRUSTINHD61,198$2.5M0.02%
451FIRST TR EXCHANGE-TRADED FD33741X10270,887$2.5M0.02%
452AMETEK INCAME13,755$2.5M0.02%
453FIDELITY COVINGTON TRUST31609260038,702$2.5M0.02%
454ZSCALER INCZS7,859$2.5M0.02%
455KINSALE CAP GROUP INC49714P1085,069$2.5M0.02%
456ISHARES TR46436E841109,052$2.5M0.02%
457FIRST TR EXCHNG TRADED FD VI33740F51661,112$2.4M0.02%
458ULTA BEAUTY INCULTA5,128$2.4M0.02%
459INNOVATOR ETFS TRUSTINHD59,772$2.4M0.02%
460INVESCO EXCHANGE TRADED FD TIVZ29,346$2.4M0.02%
461FIRST TR EXCHANGE-TRADED FD33734H10651,983$2.3M0.02%
462EOG RES INCEOG19,351$2.3M0.02%
463VENTAS INCVTR36,410$2.3M0.02%
464MSCI INCMSCI3,981$2.3M0.02%
465ISHARES TR46428841421,574$2.3M0.02%
466ISHARES TR46429B68926,776$2.3M0.02%
467INNOVATOR ETFS TRUSTINHD58,967$2.2M0.02%
468DIAGEO PLCDGEAF22,047$2.2M0.02%
469ENTERPRISE FINL SVCS CORP29371210540,144$2.2M0.02%
470DIAMONDBACK ENERGY INCFANG16,089$2.2M0.02%
471VANGUARD SCOTTSDALE FDS92206C84739,310$2.2M0.02%
472INNOVATOR ETFS TRUSTINHD55,251$2.2M0.02%
473INNOVATOR ETFS TRUSTINHD55,535$2.2M0.02%
474SPDR SERIES TRUST78464A85430,180$2.2M0.02%
475INNOVATOR ETFS TRUSTINHD53,734$2.2M0.02%
476EQUINIX INCEQIX2,710$2.2M0.02%
477ARCHER DANIELS MIDLAND COADM40,630$2.1M0.02%
478DIMENSIONAL ETF TRUST25434V80749,986$2.1M0.02%
479MICROSTRATEGY INCSTRK5,251$2.1M0.02%
480VANGUARD INDEX FDS9229085957,600$2.1M0.02%
481ISHARES U S ETF TR46431W50740,911$2.1M0.02%
482ISHARES SILVER TRSLV63,637$2.1M0.02%
483VANGUARD BD INDEX FDS92193783527,971$2.1M0.01%
484CHEMED CORP NEWCHE4,204$2.0M0.01%
485DIMENSIONAL ETF TRUST25434V88069,373$2.0M0.01%
486GRAYSCALE BITCOIN TRUST ETFGBTC23,861$2.0M0.01%
487VANECK ETF TRUST92189F10638,378$2.0M0.01%
488FIRST TR EXCHNG TRADED FD VI33740F75562,650$2.0M0.01%
489GENERAL MLS INC37033410438,334$2.0M0.01%
490HERSHEY COHSY11,962$2.0M0.01%
491RPM INTL INC74968510318,008$2.0M0.01%
492BAKER HUGHES COMPANYBKR51,067$2.0M0.01%
493FIDELITY NATL INFORMATION SV31620M10623,821$1.9M0.01%
494DIMENSIONAL ETF TRUST25434V81565,770$1.9M0.01%
495CORNING INCGLW36,798$1.9M0.01%
496PAYCHEX INCPAYX13,291$1.9M0.01%
497NASDAQ INCNDAQ21,538$1.9M0.01%
498DELL TECHNOLOGIES INCDELL15,700$1.9M0.01%
499REVVITY INCRVTY19,846$1.9M0.01%
500CSX CORPCSX57,625$1.9M0.01%