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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 (Amended)

Coastline Trust Co

Quarter ended Q2 2023 · Filed May 31, 2023 · Accession 0001062993-23-012500

Total Value
$675.2M
Positions
485
Other Managers
0
Confidential Omitted
Yes
View on SEC.gov

Holdings (485)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES RUSSELL MIDCAP ETF464287499283,088$19.8M2.93%
2MICROSOFT CORPMSFT67,880$19.6M2.90%
3APPLE INCAAPL113,716$18.8M2.78%
4ISHARES S&P SMALL-CAP 600 VALU464287879188,783$17.7M2.62%
5ISHARES CORE S&P MID-CAP ETF46428750769,914$17.5M2.59%
6VANGUARD SMALL CAP VALUE ETF922908611106,910$17.0M2.51%
7ISHARES RUSSELL 2000 ETF46428765580,915$14.4M2.14%
8NVIDIA CORPNVDA50,098$13.9M2.06%
9VANGUARD TOTAL STOCK MARKET ET92290876960,775$12.4M1.84%
10ALPHABET INC CL AGOOG113,316$11.8M1.74%
11CHEVRON CORPORATIONCVX72,022$11.8M1.74%
12UNITEDHEALTH GROUP INCUNH21,846$10.3M1.53%
13AMAZON COM INCAMZN91,734$9.5M1.40%
14SPDR S&P 500 ETF TRUSTSPY20,436$8.4M1.24%
15ABBVIE INCABBV49,769$7.9M1.17%
16VISA INC CL AV29,570$6.7M0.99%
17AUTOMATIC DATA PROCESSING INCADP29,149$6.5M0.96%
18ELI LILLY & COLLY18,710$6.4M0.95%
19BERKSHIRE HATHAWAY INC-CL BBRK-A20,610$6.4M0.94%
20MASTERCARD INC-AMA17,470$6.3M0.94%
21HONEYWELL INTERNATIONAL INC43851610632,613$6.2M0.92%
22OCCIDENTAL PETE CORP67459910592,506$5.8M0.86%
23THERMO FISHER SCIENTIFIC INCTMO9,839$5.7M0.84%
24ISHARES CORE S&P 500 ETF46428720012,905$5.3M0.79%
25RAYTHEON TECHNOLOGIES CORPRTX54,149$5.3M0.79%
26ELEVANCE HEALTH INCELV11,470$5.3M0.78%
27AMGEN INCAMGN21,625$5.2M0.77%
28CISCO SYSTEMS INCCSCO99,814$5.2M0.77%
29ACCENTURE PLC CL AACN17,367$5.0M0.74%
30JOHNSON & JOHNSONJNJ31,573$4.9M0.72%
31PACER US CASH COWS 100 ETF69374H881101,639$4.8M0.71%
32BANK OF AMERICA CORP060505104163,525$4.7M0.69%
33ORACLE CORPORATION COMORCL-PD50,020$4.6M0.69%
34PROCTER & GAMBLE CO74271810930,967$4.6M0.68%
35CHUBB LTDCB23,687$4.6M0.68%
36MERCK & CO INCMRK42,812$4.6M0.67%
37COSTCO WHOLESALE CORP NEW22160K1058,668$4.3M0.64%
38SPDR S&P DIVIDEND ETF78464A76334,238$4.2M0.63%
39BECTON DICKINSON & COBDX15,985$4.0M0.59%
40MCDONALDS CORP COMMCD14,089$3.9M0.58%
41PEPSICO INCPEP21,398$3.9M0.58%
42VANGUARD S&P 500 ETF92290836310,206$3.8M0.57%
43AFLAC INCAFL59,361$3.8M0.57%
44VANGUARD FTSE ALL-WORLD EX-US92204277571,603$3.8M0.57%
45SYSCO CORPSYY49,406$3.8M0.57%
46LOCKHEED MARTIN CORPLMT7,828$3.7M0.55%
47ILLINOIS TOOL WORKS45230810914,888$3.6M0.54%
48NIKE INC CLASS BNKE29,550$3.6M0.54%
49NEXTERA ENERGY INCNEE-PW46,117$3.6M0.53%
50COMCAST CORP-CL ACCZ93,142$3.5M0.52%
51ISHARES DJ SELECT DIVIDEND ETF46428716829,302$3.4M0.51%
52TORONTO DOMINION BK ONTTORO57,280$3.4M0.51%
53PFIZER INCPFE83,715$3.4M0.51%
54QUALCOMM INC COMQCOM26,501$3.4M0.50%
55WASTE MGMT INC DEL94106L10920,377$3.3M0.49%
56SEMPRASREA21,970$3.3M0.49%
57MOTOROLA SOLUTIONS, INCMSI11,300$3.2M0.48%
58JACOBS SOLUTIONS INCJ27,465$3.2M0.48%
59YUM! BRANDS INCYUM23,635$3.1M0.46%
60KIMBERLY-CLARK CORPKMB23,160$3.1M0.46%
61ISHARES BARCLAYS TIPS BOND ETF46428717628,093$3.1M0.46%
62PAYCHEX INCPAYX26,811$3.1M0.46%
63INVESCO S&P 500 EQUAL WEIGHT EIVZ21,086$3.0M0.45%
64VANGUARD SHORT-TERM TIPS92202080563,355$3.0M0.45%
65TJX COMPANIES87254010938,385$3.0M0.45%
66GENERAL MILLS37033410435,090$3.0M0.44%
67ADOBE INCADBE7,618$2.9M0.43%
68VANGUARD FTSE EMERGING MARKETS92204285871,009$2.9M0.42%
69NATIONAL INSTRS CORP63651810254,285$2.8M0.42%
70PIMCO 0-5 YEAR H/Y CORP BD IND72201R78330,800$2.8M0.42%
71DEVON ENERGY CORPORATION NEW25179M10355,243$2.8M0.41%
72ISHARES MSCI EAFE ETF46428746538,920$2.8M0.41%
73MORGAN STANLEYMS-PQ30,400$2.7M0.40%
74DEERE & CO.DE6,459$2.7M0.39%
75VANGUARD FTSE DEVELOPED MARKET92194385856,538$2.6M0.38%
76CONSTELLATION BRANDS INCSTZ11,278$2.5M0.38%
77SCHLUMBERGER LTDSLB51,312$2.5M0.37%
78AGILENT TECHNOLOGIES INCA17,610$2.4M0.36%
79STARBUCKS CORPSBUX23,260$2.4M0.36%
80EXXON MOBIL CORPXOM21,395$2.3M0.35%
81JP MORGAN CHASE & COVYLD17,529$2.3M0.34%
82AMERICAN EXPRESS COAXP13,690$2.3M0.33%
83UNION PAC CORP COMUNP11,220$2.3M0.33%
84COLGATE-PALMOLIVECL29,853$2.2M0.33%
85ANALOG DEVICES INCADI11,080$2.2M0.32%
86ABBOTT LABS INCABLZF20,775$2.1M0.31%
87SCHEIN HENRY INCHSIC25,355$2.1M0.31%
88VALERO ENERGY CORPORATIONVLO14,587$2.0M0.30%
89LOWES COS INC54866110710,146$2.0M0.30%
90CORNING INCGLW56,590$2.0M0.30%
91ISHARES CORE S&P SMALL-CAP ETF46428780420,392$2.0M0.29%
92TARGET CORPTGT11,898$2.0M0.29%
93AIR PRODS & CHEMS INCAIIR6,798$2.0M0.29%
94VANGUARD S&P SMALL-CAP 600 ETF92193282821,794$1.9M0.29%
95HOME DEPOT INC COMHD6,477$1.9M0.28%
96NETFLIX INCNFLX5,472$1.9M0.28%
97BERKSHIRE HATHAWAY, CLASS ABRK-A4$1.9M0.28%
98ESSENTIAL UTILITIES INC29670G10241,935$1.8M0.27%
99SPDR S&P MIDCAP 400 ETF TRUSTMDY3,993$1.8M0.27%
100EMERSON ELECTRICEMR20,773$1.8M0.27%
101METTLER-TOLEDO INTL INC COMMTD1,180$1.8M0.27%
102VANGUARD U.S. QUALITY FACTOR92193570616,579$1.8M0.27%
103VANGUARD EXTENDED MARKET ETF92290865212,610$1.8M0.26%
104WATERS CORP9418481035,585$1.7M0.26%
105DANAHER CORP2358511026,781$1.7M0.25%
106LINDE PLCLIN4,805$1.7M0.25%
107ARCHER DANIELS MIDLAND COADM21,295$1.7M0.25%
108FINANCIAL SELECT SECTOR SPDR81369Y60552,385$1.7M0.25%
109RESMED INCRSMDF7,635$1.7M0.25%
110CSX CORPORATIONCSX55,194$1.7M0.24%
111ALLIANT ENERGY CORPLNT30,833$1.6M0.24%
112MICROSOFT CORPMSFT5,658$1.6M0.24%
113GENERAL DYNAMICS CORPGD7,051$1.6M0.24%
114VERIZON COMMUNICATIONSVZ40,913$1.6M0.24%
115QUEST DIAGNOSTICS INCDGX11,135$1.6M0.23%
116ISHARES RUSSELL 1000 VALUE ETF46428759810,292$1.6M0.23%
117ACTIVISION BLIZZARD, INC00507V10918,215$1.6M0.23%
118WYNDHAM HOTELS & RESORTS INCWH22,855$1.6M0.23%
119ISHARES CORE MSCI EAFE ETF46432F84222,790$1.5M0.23%
120FAIR ISAAC CORPFICO2,165$1.5M0.23%
121VANGUARD S&P MID CAP 400 ETF92193288517,688$1.5M0.22%
122L3 HARRIS TECHNOLOGIES INCLHX7,348$1.4M0.21%
123ELECTRONIC ARTS INCEA11,970$1.4M0.21%
124ISHARES RUSSELL 1000 ETF4642876226,357$1.4M0.21%
125MCKESSON HBOC INCMCK4,020$1.4M0.21%
126ISHARES PREFERRED & INCOME SEC46428868744,215$1.4M0.20%
127BLACKSTONE INCBX15,369$1.4M0.20%
128ALPHABET INC CL CGOOG12,910$1.3M0.20%
129DARDEN RESTAURANTSDRI8,579$1.3M0.20%
130THERMO FISHER SCIENTIFIC INCTMO2,305$1.3M0.20%
131VANGUARD REAL ESTATE ETF92290855315,756$1.3M0.19%
132DUPONT DE NEMOURS INCDD18,016$1.3M0.19%
133NOVARTIS AG SPONSORED ADRNVSEF13,703$1.3M0.19%
134VANGUARD TOTAL STOCK MARKET ET9229087696,084$1.2M0.18%
135PALO ALTO NETWORKS INCPANW6,195$1.2M0.18%
136CVS HEALTH CORPCVS16,475$1.2M0.18%
137COCA COLA COKO19,430$1.2M0.18%
138ISHARES RUSSELL 1000 GROWTH ET4642876144,732$1.2M0.17%
139APPLE INCAAPL6,889$1.1M0.17%
140PROGRESSIVE CORP OHIO COM7433151037,834$1.1M0.17%
141AVERY DENNISON CORPAVY6,230$1.1M0.17%
142AMERICAN WATER WORKS CO INC0304201037,550$1.1M0.16%
143ADVANCED MICRO DEVICES INCAMD11,231$1.1M0.16%
144ABB LTD-SPON ADRABLZF32,038$1.1M0.16%
145JOHN HANCOCK MULTI FACT MID47804J20622,926$1.1M0.16%
146META PLATFORMS INC CL AMETA5,175$1.1M0.16%
147TRUIST FINANCIAL CORP89832Q10931,591$1.1M0.16%
148CATERPILLAR INC DELCAT4,663$1.1M0.16%
149HORMEL FOODS CORPHRL25,515$1.0M0.15%
150BLACKROCK INC CLASS ABLK1,474$986,2830.15%
151HUBBELL INCHUBB4,035$981,7560.15%
152DOW INCDOW17,519$960,3920.14%
153WALT DISNEY COMPANY2546871069,523$953,5380.14%
154MANULIFE FINANCIAL56501R10651,800$951,0480.14%
155TELEKOMUNIKASI INDONESIA ADR71568410634,530$941,6330.14%
156BRISTOL MYERS SQUIBB COCELG-RI13,515$936,7250.14%
157UGI CORP NEW90268110526,900$935,0440.14%
158JOHNSON & JOHNSONJNJ6,031$934,8050.14%
159T-MOBILE US INCTMUSZ6,400$926,9760.14%
160AMERICAN INTERNATIONAL GROUP02687478417,660$889,3580.13%
161BROWN FORMAN CL BBF-B13,555$871,1800.13%
162MICRON TECHNOLOGY INC COMMU14,200$856,8280.13%
163NEXTERA ENERGY PARTNERS LPNEE-PW13,912$845,1540.13%
164BOEING COBA-PA3,888$825,9280.12%
165SPDR S&P MIDCAP 400 ETF TRUSTMDY1,784$817,8030.12%
166SPDR S&P 500 FOSSIL FUEL RES E78468R79624,366$809,9260.12%
167CANADIAN PACIFIC RAILWAY LTD13645T10010,425$802,1000.12%
168SPDR S&P INTER DVD ETF78463X77223,370$801,1240.12%
169PROCTER & GAMBLE CO7427181095,377$799,5060.12%
170MIDDLEBY CORPMIDD5,380$788,7620.12%
171ISHARES 0-5 YR HY CORP BOND46434V40718,907$788,0440.12%
172ISHARES BIOTECHNOLOGY ETF4642875566,040$780,1260.12%
173TESLA INCTSLA3,715$770,7140.11%
174AMCOR PLCAMCCF67,045$762,9720.11%
175CUMMINS INCCMI3,185$760,8330.11%
176UNITED PARCEL SERVICE INCUPS3,893$755,2030.11%
177SOUTHERN COSOMN10,813$752,3690.11%
178ISHARES RUSSELL MIDCAP ETF46428749910,582$739,8930.11%
179ABBVIE INCABBV4,611$734,8550.11%
180S&P GLOBAL INCSPGI2,125$732,6360.11%
181RIO TINTO PLC SPNSD ADRRTNTF10,450$716,8700.11%
182ZOETIS INCZTS4,307$716,8570.11%
183PRICE T ROWE GROUP INCTROW6,230$703,3670.10%
184ASTRAZENECA PLC SPONS ADRAZN9,745$676,4000.10%
185EXPENSIFY INC CL AEXFY82,188$669,8320.10%
186ISHARES FALLEN ANGELS USD BOND46435G47425,477$643,8040.10%
187UNITEDHEALTH GROUP INCUNH1,325$626,1820.09%
188PEPSICO INCPEP3,426$624,5600.09%
189M & T BK CORP55261F1045,125$612,7960.09%
190ACCENTURE PLC CL AACN2,133$609,6330.09%
191AMAZON COM INCAMZN5,810$600,1150.09%
192VANGUARD TAX-EXEMPT BOND INDEX92290774611,720$593,7350.09%
193EQUINIX INC REITEQIX821$591,9740.09%
194CHEVRON CORPORATIONCVX3,620$590,6390.09%
195TEXAS INSTRUMENTS COM8825081043,155$586,8620.09%
196INTEL CORPINTC17,792$581,2650.09%
197VOYA FINANCIAL, INC.VOYA-PB8,075$577,0400.09%
198ISHARES CORE S&P 500 ETF4642872001,380$567,2900.08%
199AUTOLIV INCALV6,075$567,1620.08%
200EXXON MOBIL CORPXOM5,163$566,1750.08%
201MARATHON PETROLEUM CORPORATIONMARA4,195$565,6120.08%
202ALPHABET INC CL AGOOG5,390$559,1050.08%
203STRYKER CORP COMSYK1,945$555,2390.08%
204UNILEVER PLC SPONS ADRUNLYF10,640$552,5350.08%
205GLOBAL PMTS INC37940X1025,240$551,4580.08%
206JP MORGAN CHASE & COVYLD4,230$551,2110.08%
207CHURCH & DWIGHT INCCHD6,135$542,3950.08%
208ISHARES MSCI EMERGING MKT ETF46428723413,694$540,3650.08%
209PFIZER INCPFE13,161$536,9690.08%
210CME GROUP INC.CME2,800$536,2560.08%
211TORONTO DOMINION BK ONTTORO8,940$535,5060.08%
212CISCO SYSTEMS INCCSCO10,210$533,7280.08%
213PAYCHEX INCPAYX4,605$527,6870.08%
214US BANCORPUSB-PS14,335$516,7770.08%
215WALMART INCWMT3,501$516,2220.08%
216AMPHENOL CORP0320951016,315$516,0620.08%
217EATON CORP PLCETN2,980$510,5930.08%
218MERCK & CO INCMRK4,775$508,0120.08%
219MEDTRONIC PLCMDT6,255$504,2780.07%
220WEC ENERGY GROUP INCWEC5,308$503,1450.07%
221ISHARES CORE MSCI EMERGING46434G10310,157$495,5600.07%
222DAVITA INCDVA5,970$484,2270.07%
223ONEOK INC NEWOKE7,545$479,4090.07%
224KLA CORPKLAC1,198$478,2060.07%
225INTERCONTINENTAL EXCHANGE INC45866F1044,518$471,1820.07%
226BRISTOL MYERS SQUIBB COCELG-RI6,740$467,1490.07%
227VERIZON COMMUNICATIONSVZ12,007$466,9520.07%
228MCDONALDS CORP COMMCD1,656$463,0340.07%
229TRANE TECHNOLOGIES PLCTT2,507$461,2380.07%
230GOLDMAN SACHS GROUP INCGSCE1,370$448,1410.07%
231VANGUARD LARGE-CAP ETF9229086372,375$443,6740.07%
232SPDR S&P 500 ETF TRUSTSPY1,083$443,3690.07%
233XCEL ENERGY INCXELLL6,555$442,0690.07%
234BROADCOM INCAVGO686$440,0960.07%
235LAUDER ESTEE COS CL-A5184391041,775$437,4670.06%
236INVESCO VARIABLE RATE PREFERREIVZ19,740$437,2410.06%
237CAMDEN NATIONAL CORP13303410811,925$431,5660.06%
238RPM INTERNATIONAL INC7496851034,830$421,3690.06%
239ENTERPRISE PRODS PARTNERS LP29379210716,215$419,9690.06%
240VANGUARD SHORT TERM CORP BOND92206C4095,479$417,6640.06%
241STANLEY BLACK & DECKER INCSWK5,180$417,4040.06%
242AT&T INCT-PC21,678$417,3020.06%
243CATERPILLAR INC DELCAT1,820$416,4890.06%
244ENBRIDGE INCORPORATEDENNPF10,695$408,0140.06%
245THE CIGNA GROUP1255231001,575$402,4600.06%
246VANGUARD FTSE ALL-WORLD EX-US9220427757,498$400,9180.06%
247WASTE MGMT INC DEL94106L1092,451$399,9300.06%
248AMERIPRISE FINANCIAL INC.03076C1061,300$398,4500.06%
249EXELON CORPEXC9,370$392,5090.06%
250AMERICAN TOWER CORP REIT03027X1001,908$389,8810.06%
251CAMDEN NATIONAL CORP13303410810,767$389,6580.06%
252THE HERSHEY COMPANYHSY1,500$381,6150.06%
253BANK OF NEW YORK MELLON CORP0640581008,388$381,1510.06%
254DOW INCDOW6,891$377,7650.06%
255PRICE T ROWE GROUP INCTROW3,335$376,5220.06%
256PHILIP MORRIS INTERNATIONAL7181721093,825$371,9810.06%
257SBA COMMUNICATIONS CORP CL A RSBAC1,415$369,4140.05%
258VANECK AGRIBUSINESS ETF92189F7004,250$369,1550.05%
259CLOROX COMPANYCLX2,331$368,8570.05%
260XCEL ENERGY INCXELLL5,430$366,1990.05%
261VANGUARD S&P MID CAP 400 ETF9219328854,318$365,6480.05%
262SONOCO PRODUCTS CO8354951025,855$357,1550.05%
263DEERE & CO.DE858$354,2510.05%
264ILLINOIS TOOL WORKS4523081091,448$352,5160.05%
265VANGUARD SHORT TERM BOND ETF9219378274,595$351,4720.05%
266LOWES COS INC5486611071,751$350,1470.05%
267MAGELLAN MIDSTREAM PARTNERS LP5590801066,450$349,9770.05%
268JM SMUCKER CO/THE-NEW COM8326964052,200$346,2140.05%
269SYNCHRONY FINANCIALSYF-PB11,750$341,6900.05%
270CITIZENS FINANCIAL GROUP INCCIA11,173$339,3240.05%
271APPLIED MATERIALS0382221052,757$338,6420.05%
272NVIDIA CORPNVDA1,215$337,4910.05%
273RPM INTERNATIONAL INC7496851033,831$334,2160.05%
274CONOCOPHILLIPSCOP3,345$331,8570.05%
275VANGUARD S&P SMALL-CAP 600 ETF9219328283,664$325,3270.05%
276WELLS FARGO & CO9497461018,686$324,6830.05%
277RAYTHEON TECHNOLOGIES CORPRTX3,279$321,1120.05%
278CONSOLIDATED EDISON INCED3,300$315,7110.05%
279ALTRIA GROUP INCMO7,025$313,4560.05%
280CSX CORPORATIONCSX10,212$305,7470.05%
281WABTEC CORP9297401083,000$303,1800.04%
282KINDER MORGAN INCEP-PC17,151$300,3140.04%
283ISHRS TR SHRS MSCI GL SUT DEV46435G5323,790$300,1300.04%
284VANGUARD INTER TERM CORP BOND92206C8703,735$299,6220.04%
285ORACLE CORPORATION COMORCL-PD3,221$299,2950.04%
286VANGUARD MATERIALS ETF92204A8011,640$291,6250.04%
287WALMART INCWMT1,972$290,7710.04%
288VANGUARD REAL ESTATE ETF9229085533,496$290,3080.04%
289CELANESE CORP COMMONCE2,665$290,1920.04%
290AFLAC INCAFL4,435$286,1460.04%
291AON PLCAON905$285,3370.04%
292PROLOGIS INC REITPLDGP2,280$284,4760.04%
293MARATHON PETROLEUM CORPORATIONMARA2,100$283,1430.04%
294DUKE ENERGY CORPDUKB2,920$281,6920.04%
295SOUTHWESTERN ENERGY CO84546710956,000$280,0000.04%
296REGENERON PHARMACEUTICALS INCREGN340$279,3680.04%
297UNITED PARCEL SERVICE INCUPS1,435$278,3760.04%
298IBM CORPORATIONINTR2,103$275,6820.04%
299NORFOLK SOUTHERN CORP6558441081,295$274,5400.04%
300VANGUARD FTSE DEVELOPED MARKET9219438586,025$272,1490.04%
301VANGUARD EXTENDED MARKET ETF9229086521,935$271,2870.04%
302VISA INC CL AV1,195$269,4250.04%
303GENERAL DYNAMICS CORPGD1,179$269,0600.04%
304HUMANA INCHUM551$267,4880.04%
305SOUTHERN COSOMN3,815$265,4480.04%
306BOSTON SCIENTIFIC CORPBSX5,250$262,6580.04%
307OMNICOM GROUP INCOMC2,710$255,6610.04%
308IRON MOUNTAIN INC REIT46284V1014,775$252,6450.04%
309CONSOLIDATED EDISON INCED2,590$247,7850.04%
310FACTSET303075105590$244,9030.04%
311SPDR S&P DIVIDEND ETF78464A7631,970$243,7090.04%
312PHILLIPS 66PSX2,395$242,8050.04%
313AT&T INCT-PC12,601$242,5690.04%
314ISHARES RUSSELL 2000 ETF4642876551,348$240,4830.04%
315ALNYLAM PHARMACEUTICALS INCALNY1,200$240,3840.04%
316IDEXX LABS INC45168D104470$235,0380.03%
317ALLSTATE CORPALL-PJ2,100$232,7010.03%
318LEGGETT & PLATT COMLEG7,220$230,1740.03%
319INTEL CORPINTC7,022$229,4090.03%
320PHILLIPS 66PSX2,255$228,6120.03%
321NOVARTIS AG SPONSORED ADRNVSEF2,475$227,7000.03%
322WR BERKLEY CORPWRB-PH3,633$226,1910.03%
323ISHARES CORE S&P MID-CAP ETF464287507900$225,1440.03%
324CORNING INCGLW6,300$222,2640.03%
325HESS CORPORATIONHESM1,679$222,1990.03%
326BP PLC SPONS ADRBPPFF5,825$221,0010.03%
327ENTERPRISE PRODS PARTNERS LP2937921078,450$218,8550.03%
328BAKER HUGHES COBKR7,575$218,6150.03%
329VALERO ENERGY CORPORATIONVLO1,562$218,0550.03%
330VANGUARD INT HIGH DVD YLD IN9219467943,480$215,5860.03%
331EMERSON ELECTRICEMR2,455$213,9290.03%
332LOCKHEED MARTIN CORPLMT450$212,7290.03%
333AMERICAN ELEC POWER0255371012,320$211,0970.03%
334UNION PAC CORP COMUNP1,040$209,3100.03%
335KADANT INCKAI1,000$208,5200.03%
336WELLS FARGO & CO9497461015,540$207,0850.03%
337COGENT COMMUNICATIONS HOLDINGSCCOI3,245$206,7710.03%
338BECTON DICKINSON & COBDX830$205,4580.03%
339AMERISOURCEBERGEN CORPCOR1,265$202,5390.03%
340YUM CHINA HOLDINGS INCYUMC3,190$202,2140.03%
341NIKE INC CLASS BNKE1,640$201,1300.03%
342CULLEN FROST BANKERS INCCFR-PB1,890$199,0930.03%
343NEXTERA ENERGY INCNEE-PW2,580$198,8660.03%
344ISHARES MSCI EMERGING MKT ETF4642872345,000$197,3000.03%
345DUKE ENERGY CORPDUKB2,005$193,4220.03%
346WR BERKLEY CORPWRB-PH3,102$193,1310.03%
347CULLEN FROST BANKERS INCCFR-PB1,815$191,1920.03%
348AIR PRODS & CHEMS INCAIIR664$190,7070.03%
349INVESCO S&P 500 EQUAL WEIGHT EIVZ1,315$190,1750.03%
350MASTERCARD INC-AMA520$188,9730.03%
351UTILITIES SELECT SECTOR SPDR81369Y8862,770$187,5010.03%
352ROYCE VALUE TR INCRVT13,474$182,8420.03%
353INTUITINTU400$178,3320.03%
354NORTHROP GRUMMAN CORPORATIONNOC386$178,2240.03%
355UNUM GROUPUNMA4,470$176,8330.03%
356CITIZENS FINANCIAL GROUP INCCIA5,815$176,6020.03%
357MAGELLAN MIDSTREAM PARTNERS LP5590801063,205$173,9030.03%
358PNC FINANCIAL SERVICES GROUP6934751051,340$170,3140.03%
359BROWN FORMAN CL BBF-B2,623$168,5800.02%
360ISHARES CORE S&P SMALL-CAP ETF4642878041,713$165,6470.02%
361ENBRIDGE INCORPORATEDENNPF3,911$149,2050.02%
362CVS HEALTH CORPCVS1,975$146,7620.02%
363VANGUARD SMALL CAP VALUE ETF922908611916$145,4240.02%
364YUM! BRANDS INCYUM1,090$143,9670.02%
365VANGUARD SHORT TERM CORP BOND92206C4091,857$141,5590.02%
366CANADIAN PACIFIC RAILWAY LTD13645T1001,817$139,8000.02%
367DUPONT DE NEMOURS INCDD1,893$135,8610.02%
368INTUITINTU303$135,0860.02%
369FEDEX CORPFDX591$135,0380.02%
370VANGUARD FTSE EMERGING MARKETS9220428583,332$134,6130.02%
371ABBOTT LABS INCABLZF1,310$132,6510.02%
372FEDEX CORPFDX570$130,2390.02%
373COLGATE-PALMOLIVECL1,721$129,3330.02%
374CONOCOPHILLIPSCOP1,300$128,9730.02%
375COMCAST CORP-CL ACCZ3,336$126,4680.02%
376PHILIP MORRIS INTERNATIONAL7181721091,300$126,4250.02%
377TEKLA HEALTHCARE INVESTORSHQH6,922$122,1730.02%
378HARBORONE BANCORP INC41165Y10010,000$122,0000.02%
379ISHARES PREFERRED & INCOME SEC4642886873,785$118,1680.02%
380COCA COLA COKO1,800$111,6540.02%
381QUEST DIAGNOSTICS INCDGX775$109,6470.02%
382NORTHROP GRUMMAN CORPORATIONNOC235$108,5040.02%
383ISHARES CORE MSCI EMERGING46434G1032,215$108,0700.02%
384BP PLC SPONS ADRBPPFF2,800$106,2320.02%
385DANAHER CORP235851102410$103,3360.02%
386ELI LILLY & COLLY300$103,0260.02%
387INVESCO TRUST FOR INVESTMENT GIVZ10,000$99,4000.01%
388ANALOG DEVICES INCADI500$98,6100.01%
389PACER US CASH COWS 100 ETF69374H8812,085$97,8910.01%
390TJX COMPANIES8725401091,235$96,7750.01%
391L3 HARRIS TECHNOLOGIES INCLHX490$96,1580.01%
392HONEYWELL INTERNATIONAL INC438516106490$93,6490.01%
393AUTOMATIC DATA PROCESSING INCADP414$92,1690.01%
394ALPHABET INC CL CGOOG880$91,5200.01%
395AMGEN INCAMGN375$90,6560.01%
396ISHARES MSCI EAFE ETF4642874651,234$88,2560.01%
397AMERIPRISE FINANCIAL INC.03076C106285$87,3530.01%
398INVESCO VARIABLE RATE PREFERREIVZ3,870$85,7210.01%
399WEC ENERGY GROUP INCWEC893$84,6470.01%
400SCHLUMBERGER LTDSLB1,700$83,4700.01%
401AMERICAN EXPRESS COAXP490$80,8260.01%
402JM SMUCKER CO/THE-NEW COM832696405510$80,2590.01%
403VANGUARD INTER TERM CORP BOND92206C870998$80,0600.01%
404VANGUARD SHORT TERM BOND ETF9219378271,010$77,2550.01%
405GENERAL MILLS370334104885$75,6320.01%
406KIMBERLY-CLARK CORPKMB545$73,1500.01%
407CYANOTECH CORPCYAN82,400$72,2730.01%
408VANGUARD TAX-EXEMPT BOND INDEX9229077461,420$71,9370.01%
409CHURCH & DWIGHT INCCHD785$69,4020.01%
410CONSTELLATION BRANDS INCSTZ300$67,7670.01%
411NUVEEN PREFERRED & INCOME SECSNU10,258$66,2670.01%
412META PLATFORMS INC CL AMETA295$62,5220.01%
413TEKLA HEALTHCARE INVESTORSHQH3,538$62,4460.01%
414TRUIST FINANCIAL CORP89832Q1091,715$58,4820.01%
415OCCIDENTAL PETE CORP674599105890$55,5630.01%
416BOEING COBA-PA255$54,1700.01%
417EATON CORP PLCETN310$53,1150.01%
418MORGAN STANLEYMS-PQ600$52,6800.01%
419HORMEL FOODS CORPHRL1,320$52,6420.01%
420YUM CHINA HOLDINGS INCYUMC800$50,7120.01%
421FACTSET303075105120$49,8110.01%
422AMPHENOL CORP032095101600$49,0320.01%
423RESMED INCRSMDF213$46,6450.01%
424PNC FINANCIAL SERVICES GROUP693475105355$45,1210.01%
425UNUM GROUPUNMA1,100$43,5160.01%
426FINANCIAL SELECT SECTOR SPDR81369Y6051,350$43,4030.01%
427CUMMINS INCCMI175$41,8040.01%
428AMERICAN WATER WORKS CO INC030420103285$41,7500.01%
429AMERICAN ELEC POWER025537101450$40,9460.01%
430UTILITIES SELECT SECTOR SPDR81369Y886600$40,6140.01%
431BANK OF AMERICA CORP0605051041,400$40,0400.01%
432ISHARES S&P SMALL-CAP 600 VALU464287879420$39,3080.01%
433ISHARES BIOTECHNOLOGY ETF464287556300$38,7480.01%
434SYSCO CORPSYY500$38,6150.01%
435ISHARES BARCLAYS TIPS BOND ETF464287176339$37,3750.01%
436OMNICOM GROUP INCOMC390$36,7930.01%
437MCKESSON HBOC INCMCK100$35,6050.01%
438BLACKSTONE INCBX405$35,5750.01%
439LINDE PLCLIN100$35,5440.01%
440HOME DEPOT INC COMHD120$35,4140.01%
441COSTCO WHOLESALE CORP NEW22160K10570$34,7810.01%
442MEDTRONIC PLCMDT415$33,4570.00%
443EXPENSIFY INC CL AEXFY4,048$32,9910.00%
444M & T BK CORP55261F104274$32,7620.00%
445TEXAS INSTRUMENTS COM882508104175$32,5520.00%
446AUTOLIV INCALV324$30,2490.00%
447ADOBE INCADBE75$28,9030.00%
448PROGRESSIVE CORP OHIO COM743315103200$28,6120.00%
449SBA COMMUNICATIONS CORP CL A RSBAC100$26,1070.00%
450STARBUCKS CORPSBUX230$23,9500.00%
451ISHARES FALLEN ANGELS USD BOND46435G474925$23,3750.00%
452ISHARES 0-5 YR HY CORP BOND46434V407560$23,3410.00%
453IRON MOUNTAIN INC REIT46284V101421$22,2750.00%
454ESSENTIAL UTILITIES INC29670G102503$21,9560.00%
455NORFOLK SOUTHERN CORP655844108100$21,2000.00%
456SEMPRASREA140$21,1620.00%
457ACTIVISION BLIZZARD, INC00507V109245$20,9700.00%
458LAUDER ESTEE COS CL-A51843910485$20,9490.00%
459WALT DISNEY COMPANY254687106205$20,5270.00%
460BERKSHIRE HATHAWAY INC-CL BBRK-A65$20,0700.00%
461RIO TINTO PLC SPNSD ADRRTNTF290$19,8940.00%
462ADVANCED MICRO DEVICES INCAMD200$19,6020.00%
463STANLEY BLACK & DECKER INCSWK230$18,5330.00%
464TESLA INCTSLA81$16,8040.00%
465UGI CORP NEW902681105461$16,0240.00%
466CLOROX COMPANYCLX100$15,8240.00%
467PALO ALTO NETWORKS INCPANW75$14,9810.00%
468VANGUARD U.S. QUALITY FACTOR921935706126$13,6500.00%
469CHUBB LTDCB70$13,5930.00%
470NETFLIX INCNFLX38$13,1280.00%
471THE HERSHEY COMPANYHSY50$12,7210.00%
472SONOCO PRODUCTS CO835495102200$12,2000.00%
473TARGET CORPTGT72$11,9250.00%
474HARBORONE BANCORP INC41165Y100897$10,9430.00%
475ARCHER DANIELS MIDLAND COADM130$10,3560.00%
476AMCOR PLCAMCCF892$10,1510.00%
477ISHARES RUSSELL 1000 ETF46428762240$9,0090.00%
478QUALCOMM INC COMQCOM60$7,6550.00%
479GOLDMAN SACHS GROUP INCGSCE20$6,5420.00%
480ALLIANT ENERGY CORPLNT90$4,8060.00%
481KINDER MORGAN INCEP-PC230$4,0270.00%
482DEVON ENERGY CORPORATION NEW25179M10365$3,2900.00%
483EXELON CORPEXC68$2,8490.00%
484ELEVANCE HEALTH INCELV5$2,2990.00%
485PIMCO 0-5 YEAR H/Y CORP BD IND72201R78315$1,3700.00%