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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

Coastline Trust Co

Quarter ended Q2 2023 · Filed April 12, 2023 · Accession 0001062993-23-009049

Total Value
$671.3M
Positions
482
Other Managers
0
Confidential Omitted
Yes
View on SEC.gov

Holdings (482)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES CORE S&P MID-CAP ETF46428750780,246$19.4M2.89%
2ISHARES S&P SMALL-CAP 600 VALU464287879203,500$18.6M2.77%
3MICROSOFT CORPMSFT70,712$17.0M2.53%
4ISHARES RUSSELL MIDCAP ETF464287499250,443$16.9M2.52%
5APPLE INCAAPL119,928$15.6M2.32%
6ISHARES RUSSELL 2000 ETF46428765584,977$14.8M2.21%
7CHEVRON CORPORATIONCVX69,012$12.4M1.85%
8VANGUARD TOTAL STOCK MARKET ET92290876961,911$11.8M1.76%
9ALPHABET INC CL AGOOG125,103$11.0M1.64%
10UNITEDHEALTH GROUP INCUNH20,716$11.0M1.64%
11SPDR S&P 500 ETF TRUSTSPY25,526$9.8M1.45%
12AMAZON COM INCAMZN103,122$8.7M1.29%
13VANGUARD SMALL CAP VALUE ETF92290861149,060$7.8M1.16%
14ABBVIE INCABBV47,539$7.7M1.14%
15NVIDIA CORPNVDA51,589$7.5M1.12%
16HONEYWELL INTERNATIONAL INC43851610633,692$7.2M1.08%
17AUTOMATIC DATA PROCESSING INCADP29,191$7.0M1.04%
18OCCIDENTAL PETE CORP674599105105,896$6.7M0.99%
19NEXTERA ENERGY PARTNERS LPNEE-PW93,135$6.5M0.97%
20BERKSHIRE HATHAWAY INC-CL BBRK-A20,105$6.2M0.93%
21VISA INC CL AV29,536$6.1M0.91%
22MASTERCARD INC-AMA17,495$6.1M0.91%
23ISHARES CORE S&P 500 ETF46428720015,782$6.1M0.90%
24ELI LILLY & COLLY16,360$6.0M0.89%
25THERMO FISHER SCIENTIFIC INCTMO10,749$5.9M0.88%
26ELEVANCE HEALTH INCELV11,530$5.9M0.88%
27BANK OF AMERICA CORP060505104174,953$5.8M0.86%
28RAYTHEON TECHNOLOGIES CORPRTX56,701$5.7M0.85%
29AMGEN INCAMGN21,665$5.7M0.85%
30JOHNSON & JOHNSONJNJ32,030$5.7M0.84%
31MERCK & CO INCMRK47,726$5.3M0.79%
32CHUBB LTDCB23,415$5.2M0.77%
33CISCO SYSTEMS INCCSCO100,190$4.8M0.71%
34ISHARES BARCLAYS TIPS BOND ETF46428717643,630$4.6M0.69%
35ACCENTURE PLC CL AACN17,192$4.6M0.68%
36PROCTER & GAMBLE CO74271810929,957$4.5M0.68%
37PFIZER INCPFE84,065$4.3M0.64%
38AFLAC INCAFL59,399$4.3M0.64%
39ORACLE CORPORATION COMORCL-PD50,830$4.2M0.62%
40BECTON DICKINSON & COBDX15,985$4.1M0.61%
41COSTCO WHOLESALE CORP NEW22160K1058,713$4.0M0.59%
42PEPSICO INCPEP21,737$3.9M0.59%
43NEXTERA ENERGY INCNEE-PW46,292$3.9M0.58%
44ACTIVISION BLIZZARD, INC00507V10949,705$3.8M0.57%
45LOCKHEED MARTIN CORPLMT7,790$3.8M0.56%
46SYSCO CORPSYY49,532$3.8M0.56%
47TORONTO DOMINION BK ONTTORO57,690$3.7M0.56%
48MCDONALDS CORP COMMCD14,155$3.7M0.56%
49SPDR S&P DIVIDEND ETF78464A76328,712$3.6M0.54%
50VANGUARD S&P 500 ETF92290836310,196$3.6M0.53%
51RESMED INCRSMDF17,097$3.6M0.53%
52NIKE INC CLASS BNKE30,260$3.5M0.53%
53ISHARES DJ SELECT DIVIDEND ETF46428716829,332$3.5M0.53%
54YUM! BRANDS INCYUM26,685$3.4M0.51%
55SEMPRASREA21,970$3.4M0.51%
56VANGUARD SHORT-TERM TIPS92202080571,590$3.3M0.50%
57JACOBS SOLUTIONS INCJ27,465$3.3M0.49%
58ILLINOIS TOOL WORKS45230810914,888$3.3M0.49%
59COMCAST CORP-CL ACCZ93,142$3.3M0.49%
60WASTE MGMT INC DEL94106L10920,454$3.2M0.48%
61KIMBERLY-CLARK CORPKMB23,160$3.1M0.47%
62GENERAL MILLS37033410437,170$3.1M0.46%
63PAYCHEX INCPAYX26,845$3.1M0.46%
64TJX COMPANIES87254010938,577$3.1M0.46%
65MOTOROLA SOLUTIONS, INCMSI11,300$2.9M0.43%
66ADOBE INCADBE8,648$2.9M0.43%
67DEERE & CO.DE6,491$2.8M0.41%
68DEVON ENERGY CORPORATION NEW25179M10343,973$2.7M0.40%
69CONSTELLATION BRANDS INCSTZ11,540$2.7M0.40%
70SCHLUMBERGER LTDSLB49,897$2.7M0.40%
71VANGUARD FTSE EMERGING MARKETS92204285868,264$2.7M0.40%
72MORGAN STANLEYMS-PQ31,225$2.7M0.40%
73AGILENT TECHNOLOGIES INCA17,710$2.7M0.39%
74QUALCOMM INC COMQCOM24,031$2.6M0.39%
75STARBUCKS CORPSBUX26,310$2.6M0.39%
76M & T BK CORP55261F10417,760$2.6M0.38%
77ISHARES MSCI EAFE ETF46428746538,965$2.6M0.38%
78VANGUARD FTSE ALL-WORLD EX-US92204277550,233$2.5M0.38%
79COLGATE-PALMOLIVECL29,982$2.4M0.35%
80ELECTRONIC ARTS INCEA19,170$2.3M0.35%
81JP MORGAN CHASE & COVYLD17,337$2.3M0.35%
82UNION PAC CORP COMUNP11,220$2.3M0.35%
83ABBOTT LABS INCABLZF21,141$2.3M0.35%
84VANGUARD REAL ESTATE ETF92290855327,693$2.3M0.34%
85VALERO ENERGY CORPORATIONVLO17,367$2.2M0.33%
86HUBBELL INCHUBB9,355$2.2M0.33%
87VANGUARD FTSE DEVELOPED MARKET92194385851,916$2.2M0.32%
88TARGET CORPTGT14,508$2.2M0.32%
89ZOETIS INCZTS14,581$2.1M0.32%
90AIR PRODS & CHEMS INCAIIR6,798$2.1M0.31%
91WATERS CORP9418481036,085$2.1M0.31%
92CULLEN FROST BANKERS INCCFR-PB15,480$2.1M0.31%
93HOME DEPOT INC COMHD6,534$2.1M0.31%
94ESSENTIAL UTILITIES INC29670G10242,842$2.0M0.30%
95AMERICAN EXPRESS COAXP13,779$2.0M0.30%
96ISHARES CORE S&P SMALL-CAP ETF46428780421,402$2.0M0.30%
97SCHEIN HENRY INCHSIC25,355$2.0M0.30%
98EMERSON ELECTRICEMR21,058$2.0M0.30%
99LOWES COS INC54866110710,146$2.0M0.30%
100NATIONAL INSTRS CORP63651810254,285$2.0M0.30%
101ARCHER DANIELS MIDLAND COADM21,325$2.0M0.29%
102ISHARES RUSSELL 1000 VALUE ETF46428759812,860$2.0M0.29%
103FINANCIAL SELECT SECTOR SPDR81369Y60556,330$1.9M0.29%
104TRUIST FINANCIAL CORP89832Q10943,729$1.9M0.28%
105BERKSHIRE HATHAWAY, CLASS ABRK-A4$1.9M0.28%
106VANGUARD S&P SMALL-CAP 600 ETF92193282810,587$1.8M0.27%
107CORNING INCGLW56,980$1.8M0.27%
108ANALOG DEVICES INCADI11,080$1.8M0.27%
109DANAHER CORP2358511026,791$1.8M0.27%
110SPDR S&P MIDCAP 400 ETF TRUSTMDY3,986$1.8M0.26%
111VANGUARD U.S. QUALITY FACTOR92193570616,817$1.8M0.26%
112QUEST DIAGNOSTICS INCDGX11,265$1.8M0.26%
113GENERAL DYNAMICS CORPGD7,087$1.8M0.26%
114ALLIANT ENERGY CORPLNT31,660$1.7M0.26%
115CSX CORPORATIONCSX55,701$1.7M0.26%
116METTLER-TOLEDO INTL INC COMMTD1,180$1.7M0.25%
117VANGUARD EXTENDED MARKET ETF92290865212,610$1.7M0.25%
118WYNDHAM HOTELS & RESORTS INCWH22,855$1.6M0.24%
119VERIZON COMMUNICATIONSVZ41,033$1.6M0.24%
120CVS HEALTH CORPCVS17,281$1.6M0.24%
121LINDE PLCLIN4,855$1.6M0.24%
122L3 HARRIS TECHNOLOGIES INCLHX7,539$1.6M0.23%
123MCKESSON HBOC INCMCK4,020$1.5M0.22%
124EXXON MOBIL CORPXOM13,392$1.5M0.22%
125CITIZENS FINANCIAL GROUP INCCIA37,250$1.5M0.22%
126VANGUARD S&P MID CAP 400 ETF9219328858,719$1.4M0.21%
127MICROSOFT CORPMSFT5,908$1.4M0.21%
128VANGUARD INTER TERM CORP BOND92206C87018,275$1.4M0.21%
129WALT DISNEY COMPANY25468710616,050$1.4M0.21%
130ISHARES PREFERRED & INCOME SEC46428868744,815$1.4M0.20%
131ISHARES RUSSELL 1000 GROWTH ET4642876146,332$1.4M0.20%
132ISHARES RUSSELL 1000 ETF4642876226,302$1.3M0.20%
133BAXTER INTERNATIONAL INC07181310925,586$1.3M0.19%
134FAIR ISAAC CORPFICO2,165$1.3M0.19%
135THERMO FISHER SCIENTIFIC INCTMO2,305$1.3M0.19%
136NOVARTIS AG SPONSORED ADRNVSEF13,803$1.3M0.19%
137DUPONT DE NEMOURS INCDD18,109$1.2M0.19%
138COCA COLA COKO19,430$1.2M0.18%
139BLACKSTONE INCBX16,631$1.2M0.18%
140INVESCO VARIABLE RATE PREFERREIVZ54,150$1.2M0.18%
141EXPENSIFY INC CL AEXFY136,980$1.2M0.18%
142DARDEN RESTAURANTSDRI8,595$1.2M0.18%
143HORMEL FOODS CORPHRL26,025$1.2M0.18%
144VANGUARD TOTAL STOCK MARKET ET9229087696,184$1.2M0.18%
145AMERICAN WATER WORKS CO INC0304201037,550$1.2M0.17%
146ALPHABET INC CL CGOOG12,910$1.1M0.17%
147AVERY DENNISON CORPAVY6,230$1.1M0.17%
148CATERPILLAR INC DELCAT4,703$1.1M0.17%
149AMERICAN INTERNATIONAL GROUP02687478417,660$1.1M0.17%
150GLOBAL PMTS INC37940X10211,180$1.1M0.17%
151JOHNSON & JOHNSONJNJ6,241$1.1M0.16%
152BLACKROCK INC CLASS ABLK1,479$1.0M0.16%
153WASHINGTON TRUST BANCORP94061010822,042$1.0M0.15%
154ISHARES IBOXX INV GRD CORP BON4642872429,810$1.0M0.15%
155PROGRESSIVE CORP OHIO COM7433151037,843$1.0M0.15%
156UGI CORP NEW90268110527,110$1.0M0.15%
157BROWN FORMAN CL BBF-B15,065$989,4690.15%
158ABB LTD-SPON ADRABLZF32,120$978,3750.15%
159BRISTOL MYERS SQUIBB COCELG-RI13,515$972,4040.14%
160PIMCO 0-5 YEAR H/Y CORP BD IND72201R78310,873$970,5240.14%
161MANULIFE FINANCIAL56501R10651,800$924,1120.14%
162APPLE INCAAPL6,954$903,5330.13%
163T-MOBILE US INCTMUSZ6,400$896,0000.13%
164DOW INCDOW17,604$887,0660.13%
165PALO ALTO NETWORKS INCPANW6,345$885,3810.13%
166PROCTER & GAMBLE CO7427181095,702$864,1950.13%
167TELEKOMUNIKASI INDONESIA ADR71568410634,530$823,5410.12%
168AMCOR PLCAMCCF67,045$798,5060.12%
169SOUTHERN COSOMN11,179$798,2920.12%
170SPDR S&P MIDCAP 400 ETF TRUSTMDY1,794$794,3650.12%
171ISHARES BIOTECHNOLOGY ETF4642875566,040$792,9920.12%
172CELANESE CORP COMMONCE7,683$785,5100.12%
173TESLA INCTSLA6,345$781,5770.12%
174CUMMINS INCCMI3,225$781,3850.12%
175CANADIAN PACIFIC RAILWAY LTD13645T10010,425$777,6010.12%
176UNITEDHEALTH GROUP INCUNH1,445$766,1100.11%
177SPDR S&P 500 FOSSIL FUEL RES E78468R7968,122$758,1890.11%
178SPDR S&P INTER DVD ETF78463X77223,370$755,3180.11%
179ABBVIE INCABBV4,611$745,1840.11%
180FACTSET3030751051,855$744,2450.11%
181RIO TINTO PLC SPNSD ADRRTNTF10,450$744,0400.11%
182ADVANCED MICRO DEVICES INCAMD11,406$738,7670.11%
183S&P GLOBAL INCSPGI2,190$733,5190.11%
184MIDDLEBY CORPMIDD5,380$720,3820.11%
185ISHARES RUSSELL MIDCAP ETF46428749910,582$713,7560.11%
186MICRON TECHNOLOGY INC COMMU14,200$709,7160.11%
187ISHARES 0-5 YR HY CORP BOND46434V40717,225$704,3300.10%
188UNITED PARCEL SERVICE INCUPS3,988$693,2740.10%
189CHEVRON CORPORATIONCVX3,858$692,4720.10%
190PFIZER INCPFE13,461$689,7420.10%
191PRICE T ROWE GROUP INCTROW6,290$685,9870.10%
192NORTHROP GRUMMAN CORPORATIONNOC1,235$673,8280.10%
193ASTRAZENECA PLC SPONS ADRAZN9,745$660,7110.10%
194PEPSICO INCPEP3,556$642,4270.10%
195US BANCORPUSB-PS14,435$629,5100.09%
196TORONTO DOMINION BK ONTTORO9,130$591,2590.09%
197ACCENTURE PLC CL AACN2,198$586,5140.09%
198BOEING COBA-PA3,069$584,6140.09%
199RPM INTERNATIONAL INC7496851035,990$583,7260.09%
200EXXON MOBIL CORPXOM5,263$580,5090.09%
201VANGUARD TAX-EXEMPT BOND INDEX92290774611,720$580,0230.09%
202JP MORGAN CHASE & COVYLD4,255$570,5960.09%
203JOHN HANCOCK MULTI FACT MID47804J20612,075$561,9710.08%
204MERCK & CO INCMRK4,975$551,9760.08%
205ISHARES CORE S&P 500 ETF4642872001,412$542,5050.08%
206EQUINIX INC REITEQIX821$537,7800.08%
207UNILEVER PLC SPONS ADRUNLYF10,640$535,7240.08%
208PAYCHEX INCPAYX4,605$532,1540.08%
209MEDTRONIC PLCMDT6,825$530,4390.08%
210INTEL CORPINTC20,002$528,6530.08%
211TEXAS INSTRUMENTS COM8825081043,155$521,2690.08%
212WALMART INCWMT3,571$506,3320.08%
213CISCO SYSTEMS INCCSCO10,620$505,9370.08%
214WEC ENERGY GROUP INCWEC5,363$502,8350.07%
215CAMDEN NATIONAL CORP13303410811,925$497,1530.07%
216VOYA FINANCIAL, INC.VOYA-PB8,075$496,5320.07%
217ISHARES MSCI EMERGING MKT ETF46428723413,069$495,3150.07%
218CHURCH & DWIGHT INCCHD6,135$494,5420.07%
219AMAZON COM INCAMZN5,870$493,0800.07%
220BRISTOL MYERS SQUIBB COCELG-RI6,840$492,1380.07%
221INTERCONTINENTAL EXCHANGE INC45866F1044,788$491,2010.07%
222MARATHON PETROLEUM CORPORATIONMARA4,195$488,2560.07%
223ALPHABET INC CL AGOOG5,470$482,6180.07%
224ONEOK INC NEWOKE7,345$482,5670.07%
225VERIZON COMMUNICATIONSVZ12,107$477,0160.07%
226CME GROUP INC.CME2,800$470,8480.07%
227GOLDMAN SACHS GROUP INCGSCE1,370$470,4310.07%
228EATON CORP PLCETN2,980$467,7110.07%
229VANGUARD SHORT TERM BOND ETF9219378276,195$466,3600.07%
230AUTOLIV INCALV6,075$465,2240.07%
231XCEL ENERGY INCXELLL6,555$459,5710.07%
232CATERPILLAR INC DELCAT1,895$453,9660.07%
233KLA CORPKLAC1,198$451,6820.07%
234CAMDEN NATIONAL CORP13303410810,767$448,8760.07%
235DAVITA INCDVA5,970$445,7800.07%
236LAUDER ESTEE COS CL-A5184391041,775$440,3950.07%
237MCDONALDS CORP COMMCD1,656$436,4060.07%
238AMPHENOL CORP0320951015,615$427,5260.06%
239TRANE TECHNOLOGIES PLCTT2,507$421,4020.06%
240ENBRIDGE INCORPORATEDENNPF10,695$418,1750.06%
241VANGUARD REAL ESTATE ETF9229085535,052$416,6890.06%
242SPDR S&P 500 ETF TRUSTSPY1,082$413,7890.06%
243AT&T INCT-PC22,158$407,9290.06%
244CONOCOPHILLIPSCOP3,445$406,5100.06%
245PIONEER NAT RES CO7237871071,779$406,3060.06%
246AMERICAN TOWER CORP REIT03027X1001,912$405,0760.06%
247EXELON CORPEXC9,370$405,0650.06%
248AMERIPRISE FINANCIAL INC.03076C1061,300$404,7810.06%
249STANLEY BLACK & DECKER INCSWK5,330$400,3900.06%
250BANK OF NEW YORK MELLON CORP0640581008,738$397,7540.06%
251SBA COMMUNICATIONS CORP CL A RSBAC1,415$396,6390.06%
252ENTERPRISE PRODS PARTNERS LP29379210716,215$391,1060.06%
253PHILIP MORRIS INTERNATIONAL7181721093,825$387,1280.06%
254SYNCHRONY FINANCIALSYF-PB11,750$386,1050.06%
255WASTE MGMT INC DEL94106L1092,451$384,5130.06%
256BROADCOM INCAVGO686$383,5630.06%
257XCEL ENERGY INCXELLL5,430$380,6970.06%
258WELLS FARGO & CO9497461019,116$376,4000.06%
259PRICE T ROWE GROUP INCTROW3,435$374,6210.06%
260RPM INTERNATIONAL INC7496851033,831$373,3310.06%
261DEERE & CO.DE858$367,8760.05%
262VANECK AGRIBUSINESS ETF92189F7004,250$364,8200.05%
263SONOCO PRODUCTS CO8354951025,855$355,4570.05%
264LOWES COS INC5486611071,751$348,8690.05%
265JM SMUCKER CO/THE-NEW COM8326964052,200$348,6120.05%
266THE HERSHEY COMPANYHSY1,500$347,3550.05%
267RAYTHEON TECHNOLOGIES CORPRTX3,279$330,9170.05%
268VANGUARD FTSE ALL-WORLD EX-US9220427756,573$329,5700.05%
269CLOROX COMPANYCLX2,331$327,1090.05%
270CSX CORPORATIONCSX10,512$325,6620.05%
271MAGELLAN MIDSTREAM PARTNERS LP5590801066,450$323,8550.05%
272ALTRIA GROUP INCMO7,025$321,1130.05%
273NORFOLK SOUTHERN CORP6558441081,295$319,1140.05%
274AFLAC INCAFL4,435$319,0540.05%
275ILLINOIS TOOL WORKS4523081091,448$318,9940.05%
276CONSOLIDATED EDISON INCED3,300$314,5230.05%
277KINDER MORGAN INCEP-PC17,151$310,0900.05%
278HESS CORPORATIONHESM2,179$309,0260.05%
279HUMANA INCHUM600$307,3140.05%
280DOW INCDOW6,033$304,0030.05%
281WABTEC CORP9297401083,000$299,4300.04%
282IBM CORPORATIONINTR2,103$296,2920.04%
283WALMART INCWMT2,072$293,7890.04%
284GENERAL DYNAMICS CORPGD1,179$292,5220.04%
285DUKE ENERGY CORPDUKB2,800$288,3720.04%
286VANGUARD FTSE DEVELOPED MARKET9219438586,795$285,1860.04%
287ALNYLAM PHARMACEUTICALS INCALNY1,200$285,1800.04%
288AON PLCAON935$280,6310.04%
289ORACLE CORPORATION COMORCL-PD3,421$279,6330.04%
290SOUTHERN COSOMN3,915$279,5700.04%
291VANGUARD MATERIALS ETF92204A8011,640$279,1280.04%
292NETFLIX INCNFLX913$269,2250.04%
293APPLIED MATERIALS0382221052,757$268,4770.04%
294WR BERKLEY CORPWRB-PH3,633$263,6470.04%
295VANGUARD EXTENDED MARKET ETF9229086521,935$257,0840.04%
296PROLOGIS INC REITPLDGP2,280$257,0240.04%
297STRYKER CORP COMSYK1,050$256,7150.04%
298FEDEX CORPFDX1,481$256,5090.04%
299VANGUARD HIGH DVD YIELD ETF9219464062,315$250,5060.04%
300UNITED PARCEL SERVICE INCUPS1,435$249,4600.04%
301PHILLIPS 66PSX2,395$249,2720.04%
302VISA INC CL AV1,195$248,2730.04%
303CONSOLIDATED EDISON INCED2,590$246,8530.04%
304SPDR S&P DIVIDEND ETF78464A7631,970$246,4670.04%
305VANGUARD S&P SMALL-CAP 600 ETF9219328281,419$245,9270.04%
306REGENERON PHARMACEUTICALS INCREGN340$245,3070.04%
307MARATHON PETROLEUM CORPORATIONMARA2,100$244,4190.04%
308CITIZENS FINANCIAL GROUP INCCIA6,185$243,5030.04%
309CULLEN FROST BANKERS INCCFR-PB1,815$242,6660.04%
310ISHRS TR SHRS MSCI GL SUT DEV46435G5323,075$242,6480.04%
311GENUINE PARTS COGPC1,375$238,5760.04%
312VANGUARD SHORT TERM CORP BOND92206C4093,172$238,5030.04%
313IRON MOUNTAIN INC REIT46284V1014,775$238,0340.04%
314FACTSET303075105590$236,7140.04%
315EMERSON ELECTRICEMR2,455$235,8270.04%
316ISHARES RUSSELL 2000 ETF4642876551,348$235,0370.04%
317PHILLIPS 66PSX2,255$234,7000.03%
318VANGUARD S&P MID CAP 400 ETF9219328851,423$232,7600.03%
319LEGGETT & PLATT COMLEG7,220$232,7010.03%
320AT&T INCT-PC12,601$231,9840.03%
321VANGUARD ENERGY ETF92204A3061,905$231,0380.03%
322WELLS FARGO & CO9497461015,540$228,7470.03%
323WR BERKLEY CORPWRB-PH3,102$225,1120.03%
324NOVARTIS AG SPONSORED ADRNVSEF2,475$224,5320.03%
325BAKER HUGHES COBKR7,575$223,6900.03%
326CIGNA CORP125523100675$223,6550.03%
327OMNICOM GROUP INCOMC2,710$221,0550.03%
328AMERICAN ELEC POWER0255371012,320$220,2840.03%
329LOCKHEED MARTIN CORPLMT450$218,9210.03%
330ISHARES CORE S&P MID-CAP ETF464287507900$217,7010.03%
331NEXTERA ENERGY INCNEE-PW2,580$215,6880.03%
332UNION PAC CORP COMUNP1,040$215,3530.03%
333AMERISOURCEBERGEN CORPCOR1,280$212,1090.03%
334PNC FINANCIAL SERVICES GROUP6934751051,340$211,6400.03%
335BECTON DICKINSON & COBDX830$211,0690.03%
336NORTHROP GRUMMAN CORPORATIONNOC386$210,6050.03%
337VANGUARD LARGE-CAP ETF9229086371,200$209,0400.03%
338UTILITIES SELECT SECTOR SPDR81369Y8862,960$208,6800.03%
339VANGUARD INT HIGH DVD YLD IN9219467943,480$207,3040.03%
340DUKE ENERGY CORPDUKB2,005$206,4950.03%
341ENTERPRISE PRODS PARTNERS LP2937921078,450$203,8140.03%
342BP PLC SPONS ADRBPPFF5,825$203,4670.03%
343CORNING INCGLW6,300$201,2220.03%
344VALERO ENERGY CORPORATIONVLO1,562$198,1550.03%
345INTEL CORPINTC7,422$196,1630.03%
346CVS HEALTH CORPCVS2,075$193,3690.03%
347NIKE INC CLASS BNKE1,640$191,8960.03%
348ISHARES MSCI EMERGING MKT ETF4642872345,000$189,5000.03%
349UNUM GROUPUNMA4,470$183,4040.03%
350MASTERCARD INC-AMA520$180,8200.03%
351ROYCE VALUE TR INCRVT13,474$178,6650.03%
352BROWN FORMAN CL BBF-B2,704$177,5990.03%
353YUM CHINA HOLDINGS INCYUMC3,190$174,3340.03%
354NVIDIA CORPNVDA1,140$166,6000.02%
355DTE ENERGY CODTK1,400$164,5420.02%
356SOUTHWESTERN ENERGY CO84546710928,000$163,8000.02%
357MAGELLAN MIDSTREAM PARTNERS LP5590801063,205$160,9230.02%
358ISHARES CORE S&P SMALL-CAP ETF4642878041,699$160,7930.02%
359CONOCOPHILLIPSCOP1,357$160,1260.02%
360ABBOTT LABS INCABLZF1,455$159,7440.02%
361VANGUARD FTSE EMERGING MARKETS9220428584,092$159,5060.02%
362INTUITINTU400$155,6880.02%
363ENBRIDGE INCORPORATEDENNPF3,911$152,9200.02%
364VANGUARD SMALL CAP VALUE ETF922908611916$145,4610.02%
365INTUITINTU368$143,2330.02%
366AIR PRODS & CHEMS INCAIIR464$143,0330.02%
367VANGUARD SHORT TERM CORP BOND92206C4091,857$139,6280.02%
368YUM! BRANDS INCYUM1,090$139,6070.02%
369HARBORONE BANCORP INC41165Y10010,000$139,0000.02%
370COLGATE-PALMOLIVECL1,721$135,5980.02%
371CANADIAN PACIFIC RAILWAY LTD13645T1001,817$135,5300.02%
372DUPONT DE NEMOURS INCDD1,935$132,7990.02%
373PHILIP MORRIS INTERNATIONAL7181721091,300$131,5730.02%
374COMCAST CORP-CL ACCZ3,616$126,4520.02%
375AMGEN INCAMGN475$124,7540.02%
376TEKLA HEALTHCARE INVESTORSHQH6,922$124,5960.02%
377QUEST DIAGNOSTICS INCDGX775$121,2410.02%
378EXPENSIFY INC CL AEXFY13,698$120,9530.02%
379ISHARES PREFERRED & INCOME SEC4642886873,785$115,5560.02%
380COCA COLA COKO1,800$114,4980.02%
381ELI LILLY & COLLY300$109,7520.02%
382DANAHER CORP235851102410$108,8220.02%
383GILEAD SCIENCES INCGILD1,260$108,1710.02%
384KIMBERLY-CLARK CORPKMB795$107,9210.02%
385HONEYWELL INTERNATIONAL INC438516106490$105,0070.02%
386L3 HARRIS TECHNOLOGIES INCLHX490$102,0230.02%
387INVESCO TRUST FOR INVESTMENT GIVZ10,000$100,5000.01%
388GILEAD SCIENCES INCGILD1,160$99,5860.01%
389AUTOMATIC DATA PROCESSING INCADP414$98,8880.01%
390FEDEX CORPFDX570$98,7240.01%
391TJX COMPANIES8725401091,235$98,3060.01%
392BP PLC SPONS ADRBPPFF2,800$97,8040.01%
393BOEING COBA-PA480$91,4350.01%
394SCHLUMBERGER LTDSLB1,700$90,8820.01%
395CYANOTECH CORPCYAN82,400$90,6400.01%
396AMERIPRISE FINANCIAL INC.03076C106285$88,7400.01%
397INVESCO VARIABLE RATE PREFERREIVZ3,870$86,6490.01%
398WEC ENERGY GROUP INCWEC893$83,7280.01%
399TRUIST FINANCIAL CORP89832Q1091,915$82,4020.01%
400ISHARES MSCI EAFE ETF4642874651,254$82,3130.01%
401ANALOG DEVICES INCADI500$82,0150.01%
402JM SMUCKER CO/THE-NEW COM832696405510$80,8150.01%
403ALPHABET INC CL CGOOG880$78,0820.01%
404VANGUARD INTER TERM CORP BOND92206C870998$77,3550.01%
405VANGUARD SHORT TERM BOND ETF9219378271,010$76,0330.01%
406GENERAL MILLS370334104885$74,2070.01%
407AMERICAN EXPRESS COAXP490$72,3980.01%
408NUVEEN PREFERRED & INCOME SECSNU10,258$69,7540.01%
409CONSTELLATION BRANDS INCSTZ300$69,5250.01%
410TEKLA HEALTHCARE INVESTORSHQH3,538$63,6840.01%
411CHURCH & DWIGHT INCCHD785$63,2790.01%
412HORMEL FOODS CORPHRL1,320$60,1260.01%
413PNC FINANCIAL SERVICES GROUP693475105375$59,2280.01%
414OCCIDENTAL PETE CORP674599105890$56,0610.01%
415BAXTER INTERNATIONAL INC0718131091,080$55,0480.01%
416HOME DEPOT INC COMHD170$53,6960.01%
417MORGAN STANLEYMS-PQ600$51,0120.01%
418EATON CORP PLCETN310$48,6550.01%
419DTE ENERGY CODTK400$47,0120.01%
420BANK OF AMERICA CORP0605051041,400$46,3680.01%
421FINANCIAL SELECT SECTOR SPDR81369Y6051,350$46,1700.01%
422AMPHENOL CORP032095101600$45,6840.01%
423UNUM GROUPUNMA1,100$45,1330.01%
424RESMED INCRSMDF213$44,3320.01%
425YUM CHINA HOLDINGS INCYUMC800$43,7200.01%
426AMERICAN WATER WORKS CO INC030420103285$43,4400.01%
427AMERICAN ELEC POWER025537101450$42,7280.01%
428CUMMINS INCCMI175$42,4010.01%
429UTILITIES SELECT SECTOR SPDR81369Y886600$42,3000.01%
430M & T BK CORP55261F104274$39,7460.01%
431ISHARES BIOTECHNOLOGY ETF464287556300$39,3870.01%
432ISHARES BARCLAYS TIPS BOND ETF464287176365$38,8510.01%
433SYSCO CORPSYY500$38,2250.01%
434MCKESSON HBOC INCMCK100$37,5120.01%
435STARBUCKS CORPSBUX330$32,7360.00%
436LINDE PLCLIN100$32,6180.00%
437VANGUARD SHORT-TERM TIPS922020805690$32,2300.00%
438OMNICOM GROUP INCOMC390$31,8120.00%
439AUTOLIV INCALV399$30,5550.00%
440BLACKSTONE INCBX405$30,0470.00%
441TEXAS INSTRUMENTS COM882508104175$28,9140.00%
442SBA COMMUNICATIONS CORP CL A RSBAC100$28,0310.00%
443WALT DISNEY COMPANY254687106305$26,4980.00%
444PROGRESSIVE CORP OHIO COM743315103200$25,9420.00%
445ADOBE INCADBE75$25,2400.00%
446NORFOLK SOUTHERN CORP655844108100$24,6420.00%
447ESSENTIAL UTILITIES INC29670G102503$24,0080.00%
448ISHARES S&P SMALL-CAP 600 VALU464287879260$23,7410.00%
449ISHARES 0-5 YR HY CORP BOND46434V407560$22,8980.00%
450SEMPRASREA140$21,6360.00%
451LAUDER ESTEE COS CL-A51843910485$21,0890.00%
452IRON MOUNTAIN INC REIT46284V101421$20,9870.00%
453RIO TINTO PLC SPNSD ADRRTNTF290$20,6480.00%
454BERKSHIRE HATHAWAY INC-CL BBRK-A65$20,0790.00%
455ACTIVISION BLIZZARD, INC00507V109245$18,7550.00%
456STANLEY BLACK & DECKER INCSWK230$17,2780.00%
457UGI CORP NEW902681105461$17,0890.00%
458CHUBB LTDCB70$15,4420.00%
459IBM CORPORATIONINTR100$14,0890.00%
460CLOROX COMPANYCLX100$14,0330.00%
461CIGNA CORP12552310040$13,2540.00%
462VANGUARD U.S. QUALITY FACTOR921935706126$13,2110.00%
463ADVANCED MICRO DEVICES INCAMD200$12,9540.00%
464HARBORONE BANCORP INC41165Y100897$12,4680.00%
465SONOCO PRODUCTS CO835495102200$12,1420.00%
466ARCHER DANIELS MIDLAND COADM130$12,0710.00%
467THE HERSHEY COMPANYHSY50$11,5790.00%
468NETFLIX INCNFLX38$11,2050.00%
469TARGET CORPTGT72$10,7310.00%
470AMCOR PLCAMCCF892$10,6240.00%
471PALO ALTO NETWORKS INCPANW75$10,4660.00%
472TESLA INCTSLA81$9,9780.00%
473COSTCO WHOLESALE CORP NEW22160K10520$9,1300.00%
474MEDTRONIC PLCMDT115$8,9380.00%
475ISHARES RUSSELL 1000 ETF46428762240$8,4210.00%
476GOLDMAN SACHS GROUP INCGSCE20$6,8680.00%
477QUALCOMM INC COMQCOM60$6,5960.00%
478ALLIANT ENERGY CORPLNT90$4,9690.00%
479DEVON ENERGY CORPORATION NEW25179M10365$3,9980.00%
480EXELON CORPEXC68$2,9400.00%
481WASHINGTON TRUST BANCORP94061010858$2,7360.00%
482ELEVANCE HEALTH INCELV5$2,5650.00%