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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 Q3 2023 · Filed August 7, 2023 · Accession 0001062993-23-015930

Total Value
$714.1M
Positions
473
Other Managers
0
Confidential Omitted
Yes
View on SEC.gov

Holdings (473)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL161,310$31.3M4.38%
2MICROSOFT CORPMSFT89,232$30.4M4.26%
3NVIDIA CORPNVDA58,511$24.8M3.47%
4VANGUARD SMALL CAP VALUE ETF922908611142,342$23.5M3.30%
5ISHARES RUSSELL MIDCAP ETF464287499282,166$20.6M2.89%
6ISHARES CORE S&P MID-CAP ETF46428750775,698$19.8M2.77%
7ALPHABET INC CL AGOOG133,635$16.0M2.24%
8ISHARES RUSSELL 2000 ETF46428765584,821$15.9M2.22%
9AMAZON COM INCAMZN102,650$13.4M1.87%
10ISHARES CORE MSCI EAFE ETF46432F842197,098$13.3M1.86%
11VANGUARD TOTAL STOCK MARKET ET92290876957,497$12.7M1.77%
12ELI LILLY & COLLY19,525$9.2M1.28%
13SPDR S&P 500 ETF TRUSTSPY20,607$9.1M1.28%
14VISA INC CL AV33,214$7.9M1.10%
15BERKSHIRE HATHAWAY INC-CL BBRK-A23,084$7.9M1.10%
16META PLATFORMS INC CL AMETA26,557$7.6M1.07%
17ABBVIE INCABBV48,677$6.6M0.92%
18UNITEDHEALTH GROUP INCUNH13,563$6.5M0.91%
19INVESCO S&P 500 EQUAL WEIGHT EIVZ42,354$6.3M0.89%
20CHEVRON CORPORATIONCVX38,293$6.0M0.84%
21ISHARES CORE S&P 500 ETF46428720013,252$5.9M0.83%
22ORACLE CORPORATION COMORCL-PD48,594$5.8M0.81%
23MASTERCARD INC-AMA14,585$5.7M0.80%
24AUTOMATIC DATA PROCESSING INCADP25,572$5.6M0.79%
25HONEYWELL INTERNATIONAL INC43851610625,381$5.3M0.74%
26THERMO FISHER SCIENTIFIC INCTMO9,971$5.2M0.73%
27ISHARES MSCI JAPAN ETF46434G82281,303$5.0M0.70%
28MERCK & CO INCMRK42,654$4.9M0.69%
29JOHNSON & JOHNSONJNJ29,586$4.9M0.69%
30RAYTHEON TECHNOLOGIES CORPRTX49,965$4.9M0.69%
31ACCENTURE PLC CL AACN15,680$4.8M0.68%
32PROCTER & GAMBLE CO74271810931,147$4.7M0.66%
33CHUBB LTDCB24,362$4.7M0.66%
34CISCO SYSTEMS INCCSCO87,372$4.5M0.63%
35AMGEN INCAMGN20,115$4.5M0.63%
36BECTON DICKINSON & COBDX16,805$4.4M0.62%
37COSTCO WHOLESALE CORP NEW22160K1058,132$4.4M0.61%
38VANGUARD FTSE DEVELOPED MARKET92194385893,058$4.3M0.60%
39NETFLIX INCNFLX9,690$4.3M0.60%
40VANGUARD S&P 500 ETF92290836310,308$4.2M0.59%
41ELEVANCE HEALTH INCELV9,272$4.1M0.58%
42PACER US CASH COWS 100 ETF69374H88184,920$4.1M0.57%
43PEPSICO INCPEP21,400$4.0M0.56%
44AFLAC INCAFL56,682$4.0M0.55%
45PALO ALTO NETWORKS INCPANW15,385$3.9M0.55%
46SPDR S&P DIVIDEND ETF78464A76331,981$3.9M0.55%
47COMCAST CORP-CL ACCZ93,319$3.9M0.54%
48VANGUARD FTSE ALL-WORLD EX-US92204277570,380$3.8M0.54%
49MCDONALDS CORP COMMCD12,735$3.8M0.53%
50ADOBE INCADBE7,767$3.8M0.53%
51AMERICAN EXPRESS COAXP21,400$3.7M0.52%
52ILLINOIS TOOL WORKS45230810914,568$3.6M0.51%
53SYSCO CORPSYY48,350$3.6M0.50%
54WASTE MGMT INC DEL94106L10919,397$3.4M0.47%
55YUM! BRANDS INCYUM23,584$3.3M0.46%
56LOCKHEED MARTIN CORPLMT6,998$3.2M0.45%
57TJX COMPANIES87254010937,848$3.2M0.45%
58OCCIDENTAL PETE CORP67459910554,540$3.2M0.45%
59MOTOROLA SOLUTIONS, INCMSI10,820$3.2M0.44%
60VANGUARD FTSE EMERGING MARKETS92204285876,763$3.1M0.44%
61NEXTERA ENERGY INCNEE-PW40,941$3.0M0.43%
62KIMBERLY-CLARK CORPKMB21,920$3.0M0.42%
63ISHARES BARCLAYS TIPS BOND ETF46428717628,093$3.0M0.42%
64ISHARES MSCI EAFE ETF46428746540,480$2.9M0.41%
65ISHARES S&P SMALL-CAP 600 VALU46428787930,400$2.9M0.40%
66SEMPRASREA19,660$2.9M0.40%
67QUALCOMM INC COMQCOM23,812$2.8M0.40%
68PIMCO 0-5 YEAR H/Y CORP BD IND72201R78330,800$2.8M0.39%
69VANGUARD SHORT-TERM TIPS92202080559,135$2.8M0.39%
70PAYCHEX INCPAYX24,851$2.8M0.39%
71PFIZER INCPFE75,576$2.8M0.39%
72MICROSOFT CORPMSFT8,098$2.8M0.39%
73NIKE INC CLASS BNKE24,237$2.7M0.37%
74CONSTELLATION BRANDS INCSTZ10,813$2.7M0.37%
75SCHLUMBERGER LTDSLB53,577$2.6M0.37%
76BANK OF AMERICA CORP06050510490,315$2.6M0.36%
77GENERAL MILLS37033410433,130$2.5M0.36%
78JP MORGAN CHASE & COVYLD17,245$2.5M0.35%
79UNION PAC CORP COMUNP11,255$2.3M0.32%
80LOWES COS INC5486611079,980$2.3M0.32%
81APPLE INCAAPL11,519$2.2M0.31%
82CSX CORPORATIONCSX64,994$2.2M0.31%
83ANALOG DEVICES INCADI11,056$2.2M0.30%
84DEERE & CO.DE5,198$2.1M0.29%
85DANAHER CORP2358511028,732$2.1M0.29%
86STARBUCKS CORPSBUX21,105$2.1M0.29%
87MORGAN STANLEYMS-PQ24,456$2.1M0.29%
88BERKSHIRE HATHAWAY, CLASS ABRK-A4$2.1M0.29%
89AGILENT TECHNOLOGIES INCA17,183$2.1M0.29%
90AIR PRODS & CHEMS INCAIIR6,831$2.0M0.29%
91HOME DEPOT INC COMHD6,533$2.0M0.28%
92SCHEIN HENRY INCHSIC24,445$2.0M0.28%
93COLGATE-PALMOLIVECL25,189$1.9M0.27%
94JACOBS SOLUTIONS INCJ16,305$1.9M0.27%
95ABBOTT LABS INCABLZF17,695$1.9M0.27%
96VANGUARD U.S. QUALITY FACTOR92193570616,465$1.9M0.26%
97VANGUARD EXTENDED MARKET ETF92290865212,610$1.9M0.26%
98LINDE PLCLIN4,618$1.8M0.25%
99SPDR S&P MIDCAP 400 ETF TRUSTMDY3,658$1.8M0.25%
100MCKESSON HBOC INCMCK4,020$1.7M0.24%
101EMERSON ELECTRICEMR18,887$1.7M0.24%
102NVIDIA CORPNVDA4,015$1.7M0.24%
103ALPHABET INC CL CGOOG12,885$1.6M0.22%
104ISHARES RUSSELL 1000 ETF4642876226,357$1.5M0.22%
105ISHARES RUSSELL 1000 VALUE ETF4642875989,774$1.5M0.22%
106EXXON MOBIL CORPXOM14,352$1.5M0.22%
107QUEST DIAGNOSTICS INCDGX10,695$1.5M0.21%
108ACTIVISION BLIZZARD, INC00507V10917,685$1.5M0.21%
109ALLIANT ENERGY CORPLNT28,253$1.5M0.21%
110GENERAL DYNAMICS CORPGD6,796$1.5M0.20%
111ELECTRONIC ARTS INCEA11,215$1.5M0.20%
112ISHARES CORE S&P SMALL-CAP ETF46428780414,481$1.4M0.20%
113VANGUARD S&P MID CAP 400 ETF92193288516,203$1.4M0.20%
114ISHARES RUSSELL MIDCAP ETF46428749919,592$1.4M0.20%
115TARGET CORPTGT10,812$1.4M0.20%
116DARDEN RESTAURANTSDRI8,429$1.4M0.20%
117SNOWFLAKE INC CL ASNOW7,981$1.4M0.20%
118DEVON ENERGY CORPORATION NEW25179M10328,973$1.4M0.20%
119ISHARES PREFERRED & INCOME SEC46428868744,215$1.4M0.19%
120L3 HARRIS TECHNOLOGIES INCLHX6,893$1.3M0.19%
121NOVARTIS AG SPONSORED ADRNVSEF13,356$1.3M0.19%
122WYNDHAM HOTELS & RESORTS INCWH19,445$1.3M0.19%
123ESSENTIAL UTILITIES INC29670G10232,895$1.3M0.18%
124VANGUARD REAL ESTATE ETF92290855315,623$1.3M0.18%
125ADVANCED MICRO DEVICES INCAMD11,134$1.3M0.18%
126ISHARES RUSSELL 1000 GROWTH ET4642876144,423$1.2M0.17%
127THERMO FISHER SCIENTIFIC INCTMO2,305$1.2M0.17%
128VANGUARD S&P SMALL-CAP 600 ETF92193282812,644$1.2M0.16%
129TESLA INCTSLA4,355$1.1M0.16%
130ALPHABET INC CL AGOOG9,480$1.1M0.16%
131BLACKSTONE INCBX12,138$1.1M0.16%
132AMAZON COM INCAMZN8,370$1.1M0.15%
133DUPONT DE NEMOURS INCDD15,076$1.1M0.15%
134AVERY DENNISON CORPAVY6,230$1.1M0.15%
135JOHNSON & JOHNSONJNJ6,466$1.1M0.15%
136MEDTRONIC PLCMDT12,090$1.1M0.15%
137VANGUARD S&P SMALL-CAP 600 ETF92193282811,279$1.0M0.15%
138CVS HEALTH CORPCVS14,941$1.0M0.14%
139BLACKROCK INC CLASS ABLK1,486$1.0M0.14%
140AMERICAN INTERNATIONAL GROUP02687478417,660$1.0M0.14%
141VANGUARD TOTAL STOCK MARKET ET9229087694,578$1.0M0.14%
142HORMEL FOODS CORPHRL25,005$1.0M0.14%
143PROGRESSIVE CORP OHIO COM7433151037,504$993,3040.14%
144TORONTO DOMINION BK ONTTORO15,850$982,8590.14%
145JOHN HANCOCK MULTI FACT MID47804J20619,660$976,9050.14%
146AMERICAN WATER WORKS CO INC0304201036,700$956,4250.13%
147ISHARES FALLEN ANGELS USD BOND46435G47437,477$950,7910.13%
148SALESFORCE INCCRM4,448$939,6840.13%
149TELEKOMUNIKASI INDONESIA ADR71568410634,530$920,9150.13%
150ISHARES CORE S&P 500 ETF4642872002,061$918,6080.13%
151MANULIFE FINANCIAL56501R10648,320$913,7310.13%
152UNITEDHEALTH GROUP INCUNH1,895$910,8130.13%
153DOW INCDOW17,033$907,1780.13%
154VANGUARD SMALL-CAP ETF9229087514,555$905,9440.13%
155BROWN FORMAN CL BBF-B13,435$897,1890.13%
156MICRON TECHNOLOGY INC COMMU14,200$896,1620.13%
157T-MOBILE US INCTMUSZ6,449$895,7660.13%
158SPDR S&P 500 FOSSIL FUEL RES E78468R79624,366$881,3180.12%
159BOEING COBA-PA4,084$862,3770.12%
160CATERPILLAR INC DELCAT3,495$859,9450.12%
161HUBBELL INCHUBB2,590$858,7400.12%
162METTLER-TOLEDO INTL INC COMMTD645$846,0080.12%
163CANADIAN PACIFIC KANSAS CITYCP10,425$842,0270.12%
164SPDR S&P INTER DVD ETF78463X77224,185$831,7220.12%
165CHEVRON CORPORATIONCVX5,270$829,2350.12%
166CHARLES SCHWAB CORPSCHW-PJ14,475$820,4430.11%
167SPDR S&P MIDCAP 400 ETF TRUSTMDY1,684$806,4840.11%
168MIDDLEBY CORPMIDD5,380$795,3250.11%
169APPLIED MATERIALS0382221055,487$793,0910.11%
170BRISTOL MYERS SQUIBB COCELG-RI12,137$776,1610.11%
171GOLDMAN SACHS GROUP INCGSCE2,395$772,4830.11%
172ISHARES BIOTECHNOLOGY ETF4642875566,040$766,8380.11%
173VERIZON COMMUNICATIONSVZ20,609$766,4490.11%
174RESMED INCRSMDF3,503$765,4060.11%
175PROCTER & GAMBLE CO7427181095,037$764,3140.11%
176VALERO ENERGY CORPORATIONVLO6,339$743,5650.10%
177ISHARES CORE MSCI EAFE ETF46432F84210,585$714,4880.10%
178UGI CORP NEW90268110526,400$712,0080.10%
179SOUTHERN COSOMN10,057$706,5040.10%
180UNITED PARCEL SERVICE INCUPS3,941$706,4240.10%
181CATERPILLAR INC DELCAT2,840$698,7820.10%
182ASTRAZENECA PLC SPONS ADRAZN9,745$697,4500.10%
183CORNING INCGLW19,350$678,0240.09%
184WATERS CORP9418481032,485$662,3520.09%
185FINANCIAL SELECT SECTOR SPDR81369Y60519,648$662,3340.09%
186EXPENSIFY INC CL AEXFY82,188$655,8600.09%
187MCDONALDS CORP COMMCD2,186$652,3240.09%
188EQUINIX INC REITEQIX821$643,6150.09%
189AMCOR PLCAMCCF63,820$636,9240.09%
190PEPSICO INCPEP3,416$632,7120.09%
191BROADCOM INCAVGO728$631,4890.09%
192PFIZER INCPFE17,161$629,4650.09%
193WALMART INCWMT3,963$622,9040.09%
194EATON CORP PLCETN3,072$617,7790.09%
195CHURCH & DWIGHT INCCHD6,135$614,9110.09%
196ABBVIE INCABBV4,511$607,7670.09%
197ISHARES 0-5 YR HY CORP BOND46434V40714,617$605,8750.08%
198PRICE T ROWE GROUP INCTROW5,405$605,4680.08%
199VANGUARD TAX-EXEMPT BOND INDEX92290774611,720$588,5780.08%
200INTEL CORPINTC17,460$583,8620.08%
201NEXTERA ENERGY PARTNERS LPNEE-PW9,937$582,7060.08%
202VOYA FINANCIAL, INC.VOYA-PB8,075$579,0580.08%
203ACCENTURE PLC CL AACN1,833$565,6270.08%
204EXXON MOBIL CORPXOM5,163$553,7320.08%
205MERCK & CO INCMRK4,725$545,2180.08%
206DAVITA INCDVA5,420$544,5470.08%
207JP MORGAN CHASE & COVYLD3,720$541,0370.08%
208COCA COLA COKO8,795$529,6350.07%
209CISCO SYSTEMS INCCSCO10,210$528,2650.07%
210ISHARES CORE MSCI EMERGING46434G10310,657$525,2840.07%
211INTERPUBLIC GROUP OF COMPANIESINTR13,500$520,8300.07%
212CME GROUP INC.CME2,800$518,8120.07%
213GLOBAL PMTS INC37940X1025,200$512,3040.07%
214ZOETIS INCZTS2,940$506,2970.07%
215MASTERCARD INC-AMA1,276$501,8510.07%
216CUMMINS INCCMI2,035$498,9010.07%
217WALT DISNEY COMPANY2546871065,566$496,9320.07%
218MARATHON PETROLEUM CORPORATIONMARA4,254$496,0160.07%
219RAYTHEON TECHNOLOGIES CORPRTX5,014$491,1710.07%
220VANGUARD LARGE-CAP ETF9229086372,375$481,4600.07%
221TORONTO DOMINION BK ONTTORO7,760$481,1980.07%
222AUTOLIV INCALV5,645$480,0510.07%
223TRANE TECHNOLOGIES PLCTT2,507$479,4890.07%
224PAYCHEX INCPAYX4,240$474,3290.07%
225STANLEY BLACK & DECKER INCSWK5,045$472,7670.07%
226ONEOK INC NEWOKE7,545$465,6770.07%
227RIO TINTO PLC SPNSD ADRRTNTF7,040$449,4340.06%
228VANGUARD SHORT TERM CORP BOND92206C4095,741$434,3640.06%
229SPDR S&P 500 ETF TRUSTSPY976$432,6410.06%
230AMERIPRISE FINANCIAL INC.03076C1061,300$431,8080.06%
231ENTERPRISE PRODS PARTNERS LP29379210716,215$427,2650.06%
232WASTE MGMT INC DEL94106L1092,451$425,0520.06%
233ALIGN TECHNOLOGY INCALGN1,175$415,5270.06%
234INTERCONTINENTAL EXCHANGE INC45866F1043,671$415,1170.06%
235INVESCO VARIABLE RATE PREFERREIVZ18,100$402,7250.06%
236MAGELLAN MIDSTREAM PARTNERS LP5590801066,450$401,9640.06%
237VERIZON COMMUNICATIONSVZ10,592$393,9160.06%
238AMERICAN TOWER CORP REIT03027X1002,027$393,1160.06%
239FREEPORT-MCMORAN INCFCX9,780$391,2000.05%
240LOWES COS INC5486611071,721$388,4300.05%
241EQT CORPORATIONEQT9,400$386,6220.05%
242DOW INCDOW7,191$382,9930.05%
243LENNAR CORP-CL ALEN-B3,040$380,9420.05%
244BRISTOL MYERS SQUIBB COCELG-RI5,940$379,8630.05%
245ADVANCED MICRO DEVICES INCAMD3,326$378,8650.05%
246VANGUARD S&P MID CAP 400 ETF9219328854,278$378,8380.05%
247EMERSON ELECTRICEMR4,135$373,7630.05%
248PHILIP MORRIS INTERNATIONAL7181721093,825$373,3970.05%
249UNILEVER PLC SPONS ADRUNLYF7,140$372,2080.05%
250VALERO ENERGY CORPORATIONVLO3,162$370,9030.05%
251CAMDEN NATIONAL CORP13303410811,925$369,3170.05%
252XCEL ENERGY INCXELLL5,935$368,9790.05%
253ILLINOIS TOOL WORKS4523081091,448$362,2320.05%
254ISHARES CORE U.S. AGGREGATE4642872263,669$359,3790.05%
255STRYKER CORP COMSYK1,166$355,7350.05%
256CONOCOPHILLIPSCOP3,345$346,5750.05%
257ARCHER DANIELS MIDLAND COADM4,560$344,5540.05%
258ISHARES CORE S&P MID-CAP ETF4642875071,311$342,8000.05%
259ELI LILLY & COLLY720$337,6660.05%
260XCEL ENERGY INCXELLL5,430$337,5830.05%
261DEERE & CO.DE833$337,5230.05%
262CAMDEN NATIONAL CORP13303410810,767$333,4540.05%
263NIKE INC CLASS BNKE3,010$332,2140.05%
264WABTEC CORP9297401083,000$329,0100.05%
265META PLATFORMS INC CL AMETA1,145$328,5920.05%
266COSTCO WHOLESALE CORP NEW22160K105610$328,4120.05%
267SBA COMMUNICATIONS CORP CL A RSBAC1,415$327,9400.05%
268SONOCO PRODUCTS CO8354951025,545$327,2660.05%
269PRICE T ROWE GROUP INCTROW2,920$327,0980.05%
270JM SMUCKER CO/THE-NEW COM8326964052,200$324,8740.05%
271ALTRIA GROUP INCMO7,025$318,2330.04%
272VANGUARD FTSE DEVELOPED MARKET9219438586,875$317,4880.04%
273RPM INTERNATIONAL INC7496851033,506$314,5930.04%
274AON PLCAON905$312,4060.04%
275WALMART INCWMT1,972$309,9590.04%
276AFLAC INCAFL4,435$309,5630.04%
277HUBSPOT INCHUBS575$305,9520.04%
278THE HERSHEY COMPANYHSY1,200$299,6400.04%
279ISHRS TR SHRS MSCI GL SUT DEV46435G5323,790$299,6000.04%
280CONSOLIDATED EDISON INCED3,300$298,3200.04%
281NEXTERA ENERGY INCNEE-PW4,000$296,8000.04%
282UNITED PARCEL SERVICE INCUPS1,654$296,4800.04%
283CLOROX COMPANYCLX1,859$295,6550.04%
284KINDER MORGAN INCEP-PC17,151$295,3400.04%
285NORFOLK SOUTHERN CORP6558441081,295$293,6540.04%
286INTUITIVE SURGICAL INCISRG855$292,3590.04%
287GILEAD SCIENCES INCGILD3,780$291,3250.04%
288EXELON CORPEXC7,150$291,2910.04%
289VANGUARD INTER TERM CORP BOND92206C8703,675$290,4350.04%
290JPMORGAN EQUITY PREMIUM INCO E46641Q3325,245$290,2060.04%
291VANGUARD EXTENDED MARKET ETF9229086521,935$287,9860.04%
292VANGUARD FTSE ALL-WORLD EX-US9220427755,266$286,5230.04%
293AMPHENOL CORP0320951013,365$285,8570.04%
294HOME DEPOT INC COMHD920$285,7890.04%
295NORTHROP GRUMMAN CORPORATIONNOC625$284,8750.04%
296CUMMINS INCCMI1,155$283,1600.04%
297IRON MOUNTAIN INC REIT46284V1014,975$282,6800.04%
298DEXCOMDXCM2,175$279,5090.04%
299BERKSHIRE HATHAWAY INC-CL BBRK-A815$277,9150.04%
300VANGUARD ENERGY ETF92204A3062,455$277,1450.04%
301CELANESE CORP COMMONCE2,375$275,0250.04%
302AUTOMATIC DATA PROCESSING INCADP1,249$274,5180.04%
303VISA INC CL AV1,144$271,6770.04%
304OMNICOM GROUP INCOMC2,747$261,3770.04%
305ELEVANCE HEALTH INCELV585$259,9100.04%
306AT&T INCT-PC16,238$258,9960.04%
307PHILLIPS 66PSX2,715$258,9570.04%
308IBM CORPORATIONINTR1,905$254,9080.04%
309ZOETIS INCZTS1,480$254,8710.04%
310MORGAN STANLEYMS-PQ2,975$254,0650.04%
311ABBOTT LABS INCABLZF2,330$254,0170.04%
312TEXAS INSTRUMENTS COM8825081041,411$254,0080.04%
313GENERAL DYNAMICS CORPGD1,179$253,6620.04%
314WEC ENERGY GROUP INCWEC2,840$250,6020.04%
315M & T BK CORP55261F1042,020$249,9950.04%
316HUMANA INCHUM551$246,3690.03%
317VANGUARD REAL ESTATE ETF9229085532,931$244,9140.03%
318MARATHON PETROLEUM CORPORATIONMARA2,100$244,8600.03%
319INVESCO S&P 500 EQUAL WEIGHT EIVZ1,615$241,6690.03%
320SPDR S&P DIVIDEND ETF78464A7631,970$241,4830.03%
321ISHARES MSCI EMERGING MKT ETF4642872346,069$240,0900.03%
322IDEXX LABS INC45168D104470$236,0480.03%
323VANECK AGRIBUSINESS ETF92189F7002,880$235,3820.03%
324CONSOLIDATED EDISON INCED2,590$234,1360.03%
325KIMBERLY-CLARK CORPKMB1,675$231,2510.03%
326CF INDUSTRIES HOLDINGS INC1252691003,300$229,0860.03%
327AIR PRODS & CHEMS INCAIIR764$228,8410.03%
328ALNYLAM PHARMACEUTICALS INCALNY1,200$227,9280.03%
329ORACLE CORPORATION COMORCL-PD1,911$227,5810.03%
330THE CHEMOURS COMPANYCC6,110$225,3980.03%
331BLACKSTONE INCBX2,422$225,1730.03%
332AMERISOURCEBERGEN CORPCOR1,168$224,7580.03%
333ENBRIDGE INCORPORATEDENNPF5,995$222,7140.03%
334ENTERPRISE PRODS PARTNERS LP2937921078,450$222,6580.03%
335KADANT INCKAI1,000$222,1000.03%
336CSX CORPORATIONCSX6,507$221,8890.03%
337CORNING INCGLW6,300$220,7520.03%
338SOUTHERN COSOMN3,140$220,5850.03%
339VANGUARD INT HIGH DVD YLD IN9219467943,480$219,9360.03%
340CONOCOPHILLIPSCOP2,118$219,4460.03%
341BECTON DICKINSON & COBDX830$219,1280.03%
342COGENT COMMUNICATIONS HOLDINGSCCOI3,245$218,3560.03%
343AMGEN INCAMGN975$216,4700.03%
344NOVARTIS AG SPONSORED ADRNVSEF2,125$214,4340.03%
345LEGGETT & PLATT COMLEG7,220$213,8560.03%
346GENERAL MOTORS CO37045V1005,538$213,5450.03%
347UNUM GROUPUNMA4,470$213,2190.03%
348STARBUCKS CORPSBUX2,110$209,0170.03%
349WELLS FARGO & CO9497461014,890$208,7050.03%
350BP PLC SPONS ADRBPPFF5,825$205,5640.03%
351UNION PAC CORP COMUNP1,000$204,6200.03%
352RPM INTERNATIONAL INC7496851032,255$202,3410.03%
353MAGELLAN MIDSTREAM PARTNERS LP5590801063,205$199,7360.03%
354LOCKHEED MARTIN CORPLMT430$197,9630.03%
355ISHARES MSCI EMERGING MKT ETF4642872345,000$197,8000.03%
356WR BERKLEY CORPWRB-PH3,283$195,5350.03%
357AMERICAN ELEC POWER0255371012,320$195,3440.03%
358INTEL CORPINTC5,612$187,6650.03%
359INTUITINTU408$186,9420.03%
360ROYCE VALUE TR INCRVT13,474$185,9410.03%
361HUBBELL INCHUBB560$185,6740.03%
362ISHARES RUSSELL 2000 ETF464287655988$185,0230.03%
363YUM CHINA HOLDINGS INCYUMC3,190$180,2350.03%
364NORTHROP GRUMMAN CORPORATIONNOC386$175,9390.02%
365VANGUARD SMALL CAP VALUE ETF9229086111,060$175,3240.02%
366BROWN FORMAN CL BBF-B2,623$175,1640.02%
367VANGUARD SHORT TERM BOND ETF9219378272,305$174,1890.02%
368VANGUARD SHORT TERM CORP BOND92206C4092,255$170,6130.02%
369AT&T INCT-PC9,801$156,3260.02%
370ISHARES MSCI EAFE ETF4642874652,084$151,0900.02%
371YUM! BRANDS INCYUM1,090$151,0200.02%
372CANADIAN PACIFIC KANSAS CITYCP1,817$146,7590.02%
373ENBRIDGE INCORPORATEDENNPF3,911$145,2940.02%
374DEVON ENERGY CORPORATION NEW25179M1033,000$145,0200.02%
375VANGUARD FTSE EMERGING MARKETS9220428583,547$144,2920.02%
376FEDEX CORPFDX570$141,3030.02%
377PHILLIPS 66PSX1,470$140,2090.02%
378COMCAST CORP-CL ACCZ3,336$138,6110.02%
379COLGATE-PALMOLIVECL1,721$132,5860.02%
380DUPONT DE NEMOURS INCDD1,853$132,3780.02%
381PHILIP MORRIS INTERNATIONAL7181721091,350$131,7870.02%
382SEMPRASREA900$131,0310.02%
383ISHARES CORE S&P SMALL-CAP ETF4642878041,313$130,8400.02%
384BANK OF AMERICA CORP0605051044,300$123,3670.02%
385FEDEX CORPFDX493$122,2150.02%
386WELLS FARGO & CO9497461012,839$121,1690.02%
387ISHARES PREFERRED & INCOME SEC4642886873,785$117,0700.02%
388INTUITINTU248$113,6310.02%
389CVS HEALTH CORPCVS1,600$110,6080.02%
390QUEST DIAGNOSTICS INCDGX775$108,9340.02%
391COCA COLA COKO1,800$108,3960.02%
392MEDTRONIC PLCMDT1,210$106,6010.01%
393ALPHABET INC CL CGOOG880$106,4540.01%
394PACER US CASH COWS 100 ETF69374H8812,085$99,8090.01%
395BP PLC SPONS ADRBPPFF2,800$98,8120.01%
396DANAHER CORP235851102410$98,4000.01%
397ANALOG DEVICES INCADI500$97,4050.01%
398INVESCO TRUST FOR INVESTMENT GIVZ10,000$97,1000.01%
399HONEYWELL INTERNATIONAL INC438516106450$93,3750.01%
400HARBORONE BANCORP INC41165Y10010,000$86,8000.01%
401INVESCO VARIABLE RATE PREFERREIVZ3,870$86,1080.01%
402WEC ENERGY GROUP INCWEC973$85,8580.01%
403SCHLUMBERGER LTDSLB1,700$83,5040.01%
404GILEAD SCIENCES INCGILD1,060$81,6940.01%
405VANGUARD INTER TERM CORP BOND92206C870998$78,8720.01%
406VANGUARD SHORT TERM BOND ETF9219378271,010$76,3260.01%
407TJX COMPANIES872540109880$74,6150.01%
408CONSTELLATION BRANDS INCSTZ300$73,8390.01%
409VANGUARD TAX-EXEMPT BOND INDEX9229077461,420$71,3120.01%
410CYANOTECH CORPCYAN82,400$70,8640.01%
411NUVEEN PREFERRED & INCOME SECSNU10,258$65,4460.01%
412EATON CORP PLCETN310$62,3410.01%
413WR BERKLEY CORPWRB-PH980$58,3690.01%
414BOEING COBA-PA255$53,8460.01%
415JM SMUCKER CO/THE-NEW COM832696405360$53,1610.01%
416ISHARES MSCI JAPAN ETF46434G822850$52,6150.01%
417UNUM GROUPUNMA1,100$52,4700.01%
418AMPHENOL CORP032095101600$50,9700.01%
419FINANCIAL SELECT SECTOR SPDR81369Y6051,350$45,5090.01%
420YUM CHINA HOLDINGS INCYUMC800$45,2000.01%
421VANGUARD SHORT-TERM TIPS922020805922$43,7210.01%
422MCKESSON HBOC INCMCK100$42,7310.01%
423AMERICAN ELEC POWER025537101505$42,5210.01%
424AMERICAN WATER WORKS CO INC030420103285$40,6840.01%
425OCCIDENTAL PETE CORP674599105690$40,5720.01%
426ISHARES S&P SMALL-CAP 600 VALU464287879420$39,9380.01%
427NETFLIX INCNFLX88$38,7630.01%
428LINDE PLCLIN100$38,1080.01%
429ISHARES BIOTECHNOLOGY ETF464287556300$38,0880.01%
430VANGUARD SMALL-CAP ETF922908751190$37,7890.01%
431L3 HARRIS TECHNOLOGIES INCLHX190$37,1960.01%
432OMNICOM GROUP INCOMC390$37,1090.01%
433SYSCO CORPSYY500$37,1000.01%
434ADOBE INCADBE75$36,6740.01%
435ISHARES BARCLAYS TIPS BOND ETF464287176339$36,4830.01%
436RESMED INCRSMDF163$35,6160.00%
437M & T BK CORP55261F104274$33,9100.00%
438EXPENSIFY INC CL AEXFY4,048$32,3030.00%
439TEXAS INSTRUMENTS COM882508104175$31,5040.00%
440PALO ALTO NETWORKS INCPANW105$26,8290.00%
441PROGRESSIVE CORP OHIO COM743315103200$26,4740.00%
442GENERAL MILLS370334104330$25,3110.00%
443IRON MOUNTAIN INC REIT46284V101421$23,9210.00%
444ISHARES FALLEN ANGELS USD BOND46435G474925$23,4670.00%
445ISHARES 0-5 YR HY CORP BOND46434V407560$23,2120.00%
446SBA COMMUNICATIONS CORP CL A RSBAC100$23,1760.00%
447NORFOLK SOUTHERN CORP655844108100$22,6760.00%
448ACTIVISION BLIZZARD, INC00507V109245$20,6540.00%
449ESSENTIAL UTILITIES INC29670G102503$20,0750.00%
450RIO TINTO PLC SPNSD ADRRTNTF290$18,5140.00%
451STANLEY BLACK & DECKER INCSWK190$17,8050.00%
452SNOWFLAKE INC CL ASNOW100$17,5980.00%
453AMERICAN EXPRESS COAXP100$17,4200.00%
454CLOROX COMPANYCLX100$15,9040.00%
455DEXCOMDXCM120$15,4210.00%
456VANGUARD U.S. QUALITY FACTOR921935706126$14,3720.00%
457CHUBB LTDCB70$13,4790.00%
458IBM CORPORATIONINTR98$13,1130.00%
459THE HERSHEY COMPANYHSY50$12,4850.00%
460SONOCO PRODUCTS CO835495102200$11,8040.00%
461ARCHER DANIELS MIDLAND COADM130$9,8230.00%
462ISHARES RUSSELL 1000 ETF46428762240$9,7500.00%
463TARGET CORPTGT72$9,4970.00%
464TESLA INCTSLA36$9,4240.00%
465HARBORONE BANCORP INC41165Y100897$7,7860.00%
466THE CHEMOURS COMPANYCC200$7,3780.00%
467GOLDMAN SACHS GROUP INCGSCE20$6,4510.00%
468UGI CORP NEW902681105186$5,0160.00%
469AMCOR PLCAMCCF492$4,9100.00%
470KINDER MORGAN INCEP-PC230$3,9610.00%
471EXELON CORPEXC68$2,7700.00%
472AUTOLIV INCALV19$1,6160.00%
473PIMCO 0-5 YEAR H/Y CORP BD IND72201R78315$1,3680.00%