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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

Advisor OS, LLC

Quarter ended Q4 2024 · Filed February 5, 2025 · Accession 0001085146-25-000780

Total Value
$863.5M
Positions
1,823
Other Managers
8
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908363165,762$89.3M11.10%
2VANGUARD SPECIALIZED FUNDS921908844268,517$52.6M6.54%
3APPLE INCAAPL138,297$34.6M4.31%
4ISHARES TR464287440370,223$34.2M4.26%
5PIMCO ETF TR72201R833220,587$22.1M2.75%
6NORTHROP GRUMMAN CORPNOC46,578$21.9M2.72%
7AMERICAN CENTY ETF TR025072877225,427$21.8M2.71%
8ISHARES TR46428761447,820$19.2M2.39%
9JANUS DETROIT STR TR47103U845362,054$18.4M2.28%
10J P MORGAN EXCHANGE TRADED F46641Q654357,769$18.1M2.26%
11VANGUARD INDEX FDS92290876952,627$15.3M1.90%
12NVIDIA CORPORATIONNVDA95,353$12.8M1.59%
13FIDELITY MERRIMACK STR TR316188309269,929$12.1M1.51%
14T ROWE PRICE ETF INC87283Q107260,132$11.0M1.36%
15MICROSOFT CORPMSFT25,101$10.6M1.32%
16INVESCO EXCHANGE TRADED FD TIVZ46,030$8.1M1.00%
17VANGUARD TAX-MANAGED FDS921943858153,953$7.4M0.92%
18AMAZON COM INCAMZN33,392$7.3M0.91%
19SPDR S&P 500 ETF TRSPY12,224$7.2M0.89%
20J P MORGAN EXCHANGE TRADED F46641Q332118,241$6.8M0.85%
21SPDR SER TR78468R853141,455$6.4M0.79%
22ISHARES TR46434V878123,810$6.2M0.78%
23ISHARES TR46432F859130,381$6.2M0.77%
24ISHARES TR46429B66350,405$5.7M0.70%
25ALPHABET INCGOOG29,591$5.6M0.70%
26PROSHARES TR74347G242111,208$4.9M0.61%
27SCHWAB STRATEGIC TR808524839200,738$4.6M0.57%
28SPDR SER TR78464A84780,008$4.4M0.54%
29VANECK ETF TRUST92189F64346,540$4.3M0.54%
30SPDR SER TR78464A85460,646$4.2M0.52%
31SPDR SER TR78464A40947,100$4.1M0.51%
32SPDR S&P 500 ETF TRSPY6,688$3.9M0.49%
33FIRST TR EXCHANGE-TRADED FD33739Q40864,268$3.8M0.48%
34SPDR SER TR78464A85454,081$3.7M0.46%
35JPMORGAN CHASE & CO.VYLD15,218$3.6M0.45%
36INVESCO EXCHANGE TRADED FD TIVZ20,600$3.6M0.45%
37GLOBAL X FDS37954Y483189,571$3.5M0.43%
38VANGUARD INDEX FDS9229083636,278$3.4M0.42%
39ISHARES TR46428825728,606$3.4M0.42%
40META PLATFORMS INCMETA5,671$3.3M0.41%
41APPLE INCAAPL13,206$3.3M0.41%
42SPDR SER TR78468R78875,338$3.3M0.41%
43SPDR SER TR78464A80545,252$3.2M0.40%
44VANGUARD WHITEHALL FDS92194640624,906$3.2M0.40%
45REDDIT INCRDDT19,121$3.1M0.39%
462023 ETF SERIES TRUST88339Y102111,714$3.1M0.39%
47VANGUARD INDEX FDS9229087367,435$3.1M0.38%
48GOLUB CAP BDC INC38173M102188,803$2.9M0.36%
49ELI LILLY & COLLY3,554$2.7M0.34%
50MICROSOFT CORPMSFT6,496$2.7M0.34%
51NVIDIA CORPORATIONNVDA19,803$2.7M0.33%
52ISHARES TR46428722624,895$2.4M0.30%
53BERKSHIRE HATHAWAY INC DELBRK-A5,205$2.4M0.29%
54SPDR INDEX SHS FDS78463X88967,726$2.3M0.29%
55INVESCO EXCHANGE TRADED FD TIVZ13,170$2.3M0.29%
56VISA INCV7,203$2.3M0.28%
57TESLA INCTSLA5,550$2.2M0.28%
58VANGUARD INDEX FDS9229083634,011$2.2M0.27%
59SPDR SER TR78464A20123,506$2.1M0.26%
60SPDR SER TR78468R85345,314$2.0M0.25%
61VANGUARD INTL EQUITY INDEX F92204277534,913$2.0M0.25%
62ISHARES TR4642876558,635$1.9M0.24%
63WALMART INCWMT21,115$1.9M0.24%
64MERCK & CO INCMRK18,952$1.9M0.23%
65VANGUARD SPECIALIZED FUNDS9219088449,354$1.8M0.23%
66ALPHABET INCGOOG9,400$1.8M0.22%
67DIMENSIONAL ETF TRUST25434V70851,575$1.8M0.22%
68INVESCO EXCHANGE TRADED FD TIVZ9,399$1.6M0.20%
69COSTCO WHSL CORP NEW22160K1051,792$1.6M0.20%
70PROCTER AND GAMBLE CO7427181099,504$1.6M0.20%
71ISHARES TR46428746520,271$1.5M0.19%
72ISHARES TR4642872002,594$1.5M0.19%
73SELECT SECTOR SPDR TR81369Y85215,733$1.5M0.19%
74SELECT SECTOR SPDR TR81369Y60530,645$1.5M0.18%
75BROADCOM INCAVGO6,383$1.5M0.18%
76SELECT SECTOR SPDR TR81369Y8036,295$1.5M0.18%
77SERVICENOW INCNOW1,376$1.5M0.18%
78MARVELL TECHNOLOGY INCMRVL12,987$1.4M0.18%
79INTERNATIONAL BUSINESS MACHSINTR6,475$1.4M0.18%
80HOME DEPOT INCHD3,589$1.4M0.17%
81SELECT SECTOR SPDR TR81369Y70410,574$1.4M0.17%
82VANGUARD INDEX FDS9229087515,766$1.4M0.17%
83VANGUARD TAX-MANAGED FDS92194385828,327$1.4M0.17%
84ONEOK INC NEWOKE13,185$1.3M0.16%
85KKR & CO INCKKRT8,916$1.3M0.16%
86VANGUARD INDEX FDS9229086526,815$1.3M0.16%
87INVESCO EXCHANGE TRADED FD TIVZ7,139$1.3M0.16%
88INVESCO QQQ TRIVZ2,384$1.2M0.15%
89ISHARES TR4642876143,024$1.2M0.15%
90VANGUARD WORLD FD9219108735,623$1.2M0.15%
91UNITEDHEALTH GROUP INCUNH2,331$1.2M0.15%
92ISHARES TR46428864622,683$1.2M0.15%
93INTUITINTU1,864$1.2M0.15%
94BANK AMERICA CORP06050510426,341$1.2M0.14%
95RTX CORPORATIONRTX9,929$1.1M0.14%
96AMAZON COM INCAMZN5,217$1.1M0.14%
97INVESCO QQQ TRIVZ2,201$1.1M0.14%
98ABBVIE INCABBV6,223$1.1M0.14%
99KELLANOVABEKE13,594$1.1M0.14%
100FIRST TR EXCH TRADED FD III33739E10862,063$1.1M0.14%
101ISHARES TR4642878049,486$1.1M0.14%
102MASTERCARD INCORPORATEDMA2,069$1.1M0.14%
103PROGRESSIVE CORP7433151034,499$1.1M0.13%
104MICROSOFT CORPMSFT2,527$1.1M0.13%
105BROADCOM INCAVGO4,593$1.1M0.13%
106MICROSOFT CORPMSFT2,456$1.0M0.13%
107ABBVIE INCABBV5,711$1.0M0.13%
108PROCTER AND GAMBLE CO7427181096,007$1.0M0.13%
109EXXON MOBIL CORPXOM9,321$1.0M0.12%
110CALAMOS ETF TR12811T81139,426$997,2450.12%
111VANGUARD INDEX FDS9229086525,224$992,4560.12%
112VANGUARD INDEX FDS9229086293,741$988,0940.12%
113MERCK & CO INCMRK9,599$954,8720.12%
114AMERICAN EXPRESS COAXP3,195$948,3420.12%
115AMPHASTAR PHARMACEUTICALS INAMPH25,405$943,2880.12%
116DANAHER CORPORATION2358511024,106$942,5070.12%
117AMGEN INCAMGN3,601$938,5450.12%
118ALPHABET INCGOOG4,920$936,9650.12%
119ISHARES TR4642884148,768$934,2300.12%
120VANECK ETF TRUST92189H74817,283$912,0440.11%
121VANGUARD INDEX FDS9229087513,751$901,4100.11%
122SPDR SER TR78464A85413,040$898,9780.11%
123CLOROX CO DELCLX5,516$895,8650.11%
124CARDINAL HEALTH INCCAH7,548$892,7080.11%
125MCDONALDS CORPMCD2,989$866,3570.11%
126ENTERPRISE PRODS PARTNERS L29379210727,624$866,2890.11%
127INVESCO EXCHANGE TRADED FD TIVZ4,941$865,8110.11%
128VANGUARD INDEX FDS9229083631,593$858,3780.11%
129GALLAGHER ARTHUR J & CO3635761093,013$855,1710.11%
130VANGUARD INTL EQUITY INDEX F92204277514,891$854,8920.11%
131SPDR SER TR78468R72118,608$848,8970.11%
132ALLIANT ENERGY CORPLNT14,248$842,6380.10%
133KINDER MORGAN INC DELEP-PC30,656$839,9740.10%
134GE AEROSPACE3696043015,004$834,6510.10%
135VISA INCV2,633$832,1330.10%
136MCDONALDS CORPMCD2,857$828,2240.10%
137DISNEY WALT CO2546871067,435$827,8370.10%
138CADENCE DESIGN SYSTEM INCCDNS2,737$822,3590.10%
139PROCTER AND GAMBLE CO7427181094,888$819,4550.10%
140REPUBLIC SVCS INC7607591004,066$818,0010.10%
141ENERGY TRANSFER L PET-PI41,334$809,7330.10%
142SYSCO CORPSYY10,524$804,6730.10%
143JOHNSON & JOHNSONJNJ5,494$794,4820.10%
144QUALCOMM INCQCOM5,169$794,0490.10%
145DUKE ENERGY CORP NEWDUKB7,339$790,7150.10%
146KIMBERLY-CLARK CORPKMB6,016$788,3470.10%
147APPLE INCAAPL3,117$780,6220.10%
148HORMEL FOODS CORPHRL24,796$777,8620.10%
149SOUTHERN COSOMN9,444$777,4410.10%
150WILLIAMS COS INC96945710014,359$777,1090.10%
151WASTE MGMT INC DEL94106L1093,850$776,8960.10%
152AMAZON COM INCAMZN3,525$773,3500.10%
153AMDOCS LTDDOX9,020$767,9630.10%
154COCA COLA COKO12,333$767,8680.10%
155THERMO FISHER SCIENTIFIC INCTMO1,474$767,0780.10%
156NVIDIA CORPORATIONNVDA5,679$762,6340.09%
157SPDR SER TR78468R85316,868$757,7110.09%
158KEURIG DR PEPPER INCKDP23,479$754,1530.09%
159MCDONALDS CORPMCD2,591$751,0330.09%
160COCA COLA COKO12,046$750,0030.09%
161CARRIER GLOBAL CORPORATIONCARR10,864$741,5970.09%
162JOHNSON & JOHNSONJNJ5,122$740,6920.09%
163VANGUARD INDEX FDS9229087513,071$737,8760.09%
164PFIZER INCPFE27,724$735,5100.09%
165MICROSOFT CORPMSFT1,728$728,5240.09%
166CASEYS GEN STORES INC1475281031,838$728,2730.09%
167VANECK ETF TRUST92189F48628,422$723,3400.09%
168WALMART INCWMT7,983$721,2640.09%
169ELI LILLY & COLLY930$717,9610.09%
170PEPSICO INCPEP4,688$712,8570.09%
171LOCKHEED MARTIN CORPLMT1,449$704,1340.09%
172MONDELEZ INTL INC60920710511,624$694,3090.09%
173CHIPOTLE MEXICAN GRILL INCCMG11,493$693,0280.09%
174JOHNSON & JOHNSONJNJ4,781$691,5000.09%
175COMCAST CORP NEWCCZ18,291$686,4490.09%
176ISHARES TR46434V40716,085$685,3820.09%
177SCHWAB STRATEGIC TR80852460726,280$679,6010.08%
178UBER TECHNOLOGIES INCUBER10,674$643,8560.08%
179CISCO SYS INCCSCO10,799$639,3060.08%
180CATERPILLAR INCCAT1,723$625,0430.08%
181VANGUARD INDEX FDS9229083631,156$622,8640.08%
182ARES MANAGEMENT CORPORATIONARES-PB3,506$620,6810.08%
183VANGUARD ADMIRAL FDS INC9219328285,802$615,2700.08%
184SPDR SER TR78464A3007,035$613,8040.08%
185VANGUARD SCOTTSDALE FDS92206C4097,793$607,9320.08%
186SPDR INDEX SHS FDS78463X50915,835$607,5860.08%
187TAIWAN SEMICONDUCTOR MFG LTD8740391003,057$603,7240.08%
188VANGUARD INDEX FDS9229087692,073$600,7760.07%
189PEPSICO INCPEP3,947$600,1770.07%
190ISHARES TR46432F85912,492$596,7430.07%
191RIVERNORTH OPPORTUNITIES FD76881Y10951,796$595,1360.07%
192AT&T INCT-PC26,129$594,9570.07%
193INDEPENDENCE RLTY TR INC45378A10629,680$588,8510.07%
194PIMCO ETF TR72201R7756,471$585,0890.07%
195CATERPILLAR INCCAT1,611$584,5100.07%
196VANGUARD INDEX FDS9229086523,063$581,9090.07%
197EBAY INC.EBAY9,335$578,3030.07%
198GEN DIGITAL INCGENVR21,064$576,7320.07%
199CHEVRON CORP NEWCVX3,973$575,4660.07%
200SPDR INDEX SHS FDS78463X87118,454$571,8030.07%
201MSCI INCMSCI930$557,7630.07%
202NETFLIX INCNFLX624$556,1840.07%
203PHILIP MORRIS INTL INC7181721094,620$556,0240.07%
204PROSHARES TR74349Y78713,955$553,3630.07%
205INTUITIVE SURGICAL INCISRG1,059$552,7560.07%
206MONOLITHIC PWR SYS INC609839105929$549,8250.07%
207ISHARES TR4642876481,910$549,7890.07%
208BROWN & BROWN INCBRO5,329$543,6790.07%
209SEMPRASREA6,195$543,4380.07%
210LAMB WESTON HLDGS INCLW8,122$542,7930.07%
211COCA COLA COKO8,673$539,9780.07%
212TEXAS INSTRS INC8825081042,876$539,2840.07%
213MEDTRONIC PLCMDT6,751$539,2780.07%
214WILLIAMS COS INC9694571009,960$539,0270.07%
215FIDELITY MERRIMACK STR TR31618830911,946$536,0170.07%
216AUTOMATIC DATA PROCESSING INADP1,827$534,9070.07%
217ISHARES TR46432F3392,997$533,6900.07%
218KIMBERLY-CLARK CORPKMB4,059$531,8590.07%
219SPDR SER TR78464A8547,666$528,5040.07%
220AMDOCS LTDDOX6,188$526,8190.07%
221VERISK ANALYTICS INCVRSK1,906$524,8520.07%
222GLOBAL X FDS37954Y8897,394$523,7910.07%
223ACCENTURE PLC IRELANDACN1,486$522,7400.06%
224ISHARES TR4642876141,293$519,2430.06%
225DYNATRACE INCDT9,505$516,5700.06%
226PPG INDS INC6935061074,303$513,9930.06%
227AMPHENOL CORP NEW0320951017,331$509,1670.06%
228SPDR S&P 500 ETF TRSPY863$505,6110.06%
229CUMMINS INCCMI1,442$502,6690.06%
230INVESCO EXCHANGE TRADED FD TIVZ12,171$502,1760.06%
231EATON CORP PLCETN1,509$500,7200.06%
232WEST PHARMACEUTICAL SVSC INC9553061051,522$498,6400.06%
233KLA CORPKLAC785$494,7620.06%
234CAPITAL GROUP CORE BALANCED14021D10715,790$493,7530.06%
235AIRBNB INCABNB3,739$491,3420.06%
236CHUBB LIMITEDCB1,750$483,5510.06%
237HUBBELL INCHUBB1,154$483,2640.06%
238VERALTO CORPVLTO4,741$482,8880.06%
239T ROWE PRICE ETF INC87283Q82614,957$482,2890.06%
240NETAPP INCNTAP4,135$480,0160.06%
241PALO ALTO NETWORKS INCPANW2,635$479,4650.06%
242MICROSTRATEGY INCSTRK1,642$475,5560.06%
243ABBOTT LABSABLZF4,203$475,3950.06%
244COSTCO WHSL CORP NEW22160K105509$466,3810.06%
245ELI LILLY & COLLY600$463,2000.06%
246AMERIPRISE FINL INC03076C106868$462,1630.06%
247CAPITAL GROUP CORE EQUITY ET14020V10813,211$461,9890.06%
248BLACKROCK INCBLK446$456,9930.06%
249ALPHABET INCGOOG2,396$453,5630.06%
250VANGUARD TAX-MANAGED FDS9219438589,449$451,8700.06%
251INVESCO QQQ TRIVZ883$451,3680.06%
252VANECK ETF TRUST92189H7488,514$449,2840.06%
253OMNICOM GROUP INCOMC5,203$447,6760.06%
254ECOLAB INCECL1,898$444,6260.06%
255CINTAS CORPCTAS2,433$444,5910.06%
256SCHWAB STRATEGIC TR80852460717,143$443,3060.06%
257BERKSHIRE HATHAWAY INC DELBRK-A975$441,9480.05%
258UNION PAC CORPUNP1,935$441,3030.05%
259GLOBAL X FDS37954Y8896,211$439,9700.05%
260BROADCOM INCAVGO1,874$434,4680.05%
261NOVO-NORDISK A SNONOF5,045$433,9280.05%
262META PLATFORMS INCMETA740$433,2770.05%
263DATADOG INCDDOG3,007$429,6700.05%
264WORKDAY INCWDAY1,658$427,8140.05%
265TESLA INCTSLA1,051$424,4360.05%
266QUANTA SVCS INC74762E1021,323$418,1340.05%
267THE CAMPBELLS COMPANYCPB9,934$416,0360.05%
268LOCKHEED MARTIN CORPLMT855$415,7040.05%
269SPINNAKER ETF SERIES84858T78040,785$411,1130.05%
270WABTEC9297401082,141$405,9090.05%
271SALESFORCE INCCRM1,213$405,5580.05%
272VERIZON COMMUNICATIONS INCVZ10,135$405,2850.05%
273ASML HOLDING N VASMLF583$404,0910.05%
274VANGUARD INTL EQUITY INDEX F9220427756,951$399,0760.05%
275SPDR SER TR78464A5087,790$398,3810.05%
276VANGUARD INTL EQUITY INDEX F9220427756,939$398,3420.05%
277INTERACTIVE BROKERS GROUP IN45841N1072,252$397,8610.05%
278T-MOBILE US INCTMUSZ1,791$395,3570.05%
279SCHWAB STRATEGIC TR80852410217,413$395,2670.05%
280PFIZER INCPFE14,824$393,2840.05%
281RB GLOBAL INCRBA4,344$391,8720.05%
282FIDELITY MERRIMACK STR TR3161882007,893$391,7150.05%
283VANECK ETF TRUST92189F6761,610$389,9750.05%
284BROADCOM INCAVGO1,660$384,8540.05%
285GE VERNOVA INCGEV1,145$376,6250.05%
286JPMORGAN CHASE & CO.VYLD1,570$376,3450.05%
287CLEAN HARBORS INCCLH1,633$375,8190.05%
288PIMCO ETF TR72201R7833,974$372,2840.05%
289AMERICAN EXPRESS COAXP1,250$370,9880.05%
290MPLX LPMPLXP7,748$370,8190.05%
291CISCO SYS INCCSCO6,244$369,6450.05%
292DUKE ENERGY CORP NEWDUKB3,404$366,7090.05%
293SEI INVTS CO7841171034,416$364,2350.05%
294INTERPUBLIC GROUP COS INCINTR12,990$363,9750.05%
295AGILENT TECHNOLOGIES INCA2,700$362,7150.05%
296PALANTIR TECHNOLOGIES INCPLTR4,755$359,6210.04%
297BIOGEN INCBIIB2,347$358,9030.04%
298META PLATFORMS INCMETA612$358,5500.04%
299BLACKSTONE INCBX2,070$356,9490.04%
300GLOBAL X FDS37954Y8895,022$355,7580.04%
301SCHWAB STRATEGIC TR80852480519,230$355,7470.04%
302ISHARES TR46432F8425,055$355,2490.04%
303ALPHABET INCGOOG1,875$355,0260.04%
304S&P GLOBAL INCSPGI703$349,9040.04%
305ISHARES TR46429B26715,141$347,9390.04%
306WESTERN ASSET EMERGING MKTS95766A10136,164$347,8980.04%
307ORACLE CORPORCL-PD2,082$347,0010.04%
308ISHARES TR4642886793,136$345,3050.04%
309BAIN CAP SPECIALTY FIN INC05684B10719,499$341,6170.04%
310VANGUARD INDEX FDS9229087442,005$339,5260.04%
311BANK AMERICA CORP0605051047,707$338,7250.04%
312ADOBE INCADBE759$337,5120.04%
313NEXTERA ENERGY INCNEE-PW4,695$336,5670.04%
314ISHARES TR4642888022,761$335,6930.04%
315CBRE GROUP INCCBRE2,553$335,1830.04%
316MARVELL TECHNOLOGY INCMRVL3,032$334,8600.04%
317API GROUP CORPAPG9,291$334,1970.04%
318SEMPRASREA3,797$333,0730.04%
319HOME DEPOT INCHD855$332,5920.04%
320JPMORGAN CHASE & CO.VYLD1,387$332,3890.04%
321PROCTER AND GAMBLE CO7427181091,952$327,2910.04%
322ALCON AGALC3,827$324,8870.04%
323CISCO SYS INCCSCO5,450$322,6140.04%
324ISHARES TR46434V4077,571$322,5920.04%
325LIBERTY MEDIA CORP DELFWONB3,469$321,4380.04%
326PARKER-HANNIFIN CORPPH501$318,3550.04%
327FLEX LTDFLEX8,260$317,1010.04%
328FORTIVE CORPFTV4,198$314,8170.04%
329SCHWAB STRATEGIC TR80852430011,176$311,4750.04%
330SCHWAB STRATEGIC TR80852479711,392$311,2220.04%
331ISHARES TR4642871682,351$308,6630.04%
332ABBVIE INCABBV1,727$306,8450.04%
333VANGUARD SCOTTSDALE FDS92206C4093,928$306,4230.04%
334ARISTA NETWORKS INCANET2,770$306,1680.04%
335HARLEY DAVIDSON INCHOG10,112$304,6840.04%
336DIAGEO PLCDGEAF2,385$303,2290.04%
337FIRST TR EXCHNG TRADED FD VI33740F54018,142$302,9680.04%
338ISHARES TR46432F8344,574$302,5080.04%
339WELLS FARGO CO NEW9497461014,281$300,6790.04%
340THE TRADE DESK INC88339J1052,546$299,2310.04%
341MASCO CORPMAS4,116$298,7260.04%
342MANHATTAN ASSOCIATES INCMANH1,099$296,9940.04%
343ISHARES TR46435G4252,294$295,5660.04%
344JOHNSON & JOHNSONJNJ2,040$294,9920.04%
345EATON VANCE SR FLTNG RTE TRETN22,996$294,3460.04%
346CDW CORPCDW1,680$292,3870.04%
347CROWDSTRIKE HLDGS INCCRWD854$292,2050.04%
348INVESCO EXCH TRADED FD TR IIIVZ11,034$291,9300.04%
349LENNOX INTL INC526107107479$291,8550.04%
350BERKSHIRE HATHAWAY INC DELBRK-A643$291,4590.04%
351T ROWE PRICE ETF INC87283Q8268,997$290,1080.04%
352SCHWAB STRATEGIC TR80852477112,235$289,7140.04%
353FIRST TR EXCHANGE TRADED FD33734X1922,406$286,5480.04%
354ISHARES TR4642875981,544$285,8130.04%
355WEC ENERGY GROUP INCWEC3,019$283,9160.04%
356CALAMOS ETF TR12811T83711,082$282,4770.04%
357ISHARES TR4642871502,188$281,4710.03%
358ADVANCED MICRO DEVICES INCAMD2,317$279,8700.03%
359MORGAN STANLEYMS-PQ2,222$279,3560.03%
360TJX COS INC NEW8725401092,304$278,3430.03%
361AMETEK INCAME1,544$278,3230.03%
362EVERSOURCE ENERGYES4,835$277,6600.03%
363SCHWAB STRATEGIC TR80852450810,009$277,3560.03%
364ARCH CAP GROUP LTDG0450A1052,994$276,4960.03%
365HDFC BANK LTDHDB4,314$275,4670.03%
366PEPSICO INCPEP1,811$275,3790.03%
367GLOBAL X FDS37960A85912,243$274,4880.03%
368SPDR SER TR78468R8536,104$274,1920.03%
369NVIDIA CORPORATIONNVDA2,038$273,6840.03%
370CACI INTL INC127190304671$271,1240.03%
371ABBOTT LABSABLZF2,385$269,7310.03%
372ISHARES TR4642886792,439$268,5220.03%
373SERVICENOW INCNOW252$267,1500.03%
374SPDR S&P 500 ETF TRSPY454$266,1240.03%
375LOWES COS INC5486611071,076$265,4440.03%
376ISHARES TR4642875981,430$264,7360.03%
377DELL TECHNOLOGIES INCDELL2,260$260,4420.03%
378TRANE TECHNOLOGIES PLCTT701$258,9770.03%
379AMERICAN ELEC PWR CO INC0255371012,757$254,3130.03%
380GOLDMAN SACHS GROUP INCGSCE444$254,2120.03%
381LPL FINL HLDGS INC50212V100774$252,7190.03%
382CENCORA INCCOR1,122$252,0990.03%
383VANGUARD TAX-MANAGED FDS9219438585,256$251,3420.03%
384SPDR SER TR78468R7395,300$251,1730.03%
385RTX CORPORATIONRTX2,163$250,2570.03%
386ALTRIA GROUP INCMO4,777$249,7990.03%
387ALPS ETF TR00162Q4459,144$249,2690.03%
388HONEYWELL INTL INC4385161061,101$248,7870.03%
389METLIFE INCMET-PF3,019$247,1940.03%
390VANGUARD INTL EQUITY INDEX F9220427754,302$246,9890.03%
391ACCENTURE PLC IRELANDACN701$246,6050.03%
392AUTOZONE INCAZO77$246,5540.03%
393EXXON MOBIL CORPXOM2,287$246,0040.03%
394PAYPAL HLDGS INCPYPL2,881$245,8930.03%
395GRAYSCALE BITCOIN TRUST ETFGBTC3,310$245,0060.03%
396ZOETIS INCZTS1,502$244,6580.03%
397APPLE INCAAPL972$243,4080.03%
398INVESCO EXCHANGE TRADED FD TIVZ3,177$242,5980.03%
399CHIPOTLE MEXICAN GRILL INCCMG4,007$241,6220.03%
400DIMENSIONAL ETF TRUST25434V4013,775$240,6650.03%
401FIDELITY MERRIMACK STR TR3161883095,361$240,5260.03%
402ISHARES TR4642886122,300$239,7100.03%
403INTERCONTINENTAL EXCHANGE IN45866F1041,597$238,0150.03%
404DIAGEO PLCDGEAF1,870$237,6870.03%
405VANGUARD INTL EQUITY INDEX F9220427754,133$237,2760.03%
406FIRST TR EXCHANGE-TRADED FD33733E73218,011$237,0250.03%
407JANUS DETROIT STR TR47103U8454,672$236,9170.03%
408GENTEX CORPGNTX8,241$236,7780.03%
409AMERICAN WTR WKS CO INC NEW0304201031,900$236,4890.03%
410CHARLES RIV LABS INTL INC1598641071,263$233,1500.03%
411INTERNATIONAL BUSINESS MACHSINTR1,055$231,9510.03%
412VIRTUS DIVIDEND INTEREST & PNFJ18,206$229,9420.03%
413ISHARES TR4642878041,991$229,4390.03%
414SALESFORCE INCCRM685$229,1600.03%
415NVIDIA CORPORATIONNVDA1,706$229,0990.03%
416HARBOR ETF TRUST41151J50510,332$228,7030.03%
417FIDELITY MERRIMACK STR TR3161883095,094$228,5680.03%
418SPDR SER TR78464A8543,312$228,3290.03%
419ISHARES TR464287200386$227,2300.03%
420MEDTRONIC PLCMDT2,840$226,8650.03%
421BECTON DICKINSON & COBDX999$226,6520.03%
422LINDE PLCLIN540$226,1630.03%
423STANLEY BLACK & DECKER INCSWK2,804$225,1470.03%
424VANGUARD WORLD FD92204A504883$224,0480.03%
425PHILLIPS 66PSX1,964$223,7800.03%
426VANGUARD BD INDEX FDS9219378353,107$223,4040.03%
427ISHARES TR46434V4075,217$222,2960.03%
428ISHARES TR4642877211,393$222,2110.03%
429NETFLIX INCNFLX249$221,9390.03%
430SPDR SER TR78468R6632,427$221,9090.03%
431BENTLEY SYS INCBSY4,748$221,7320.03%
432CARLYLE GROUP INCCGABL4,373$220,7780.03%
433ABBOTT LABSABLZF1,951$220,6940.03%
434FIDELITY COVINGTON TRUST3160928404,407$220,0860.03%
435WASTE MGMT INC DEL94106L1091,089$219,6540.03%
436JABIL INCJBL1,523$219,1810.03%
437STARBUCKS CORPSBUX2,381$217,2660.03%
438PALO ALTO NETWORKS INCPANW1,194$217,2600.03%
439ISHARES TR4642872262,238$216,8620.03%
440SOUTHERN COSOMN2,611$214,9640.03%
441READY CAPITAL CORPRC-PE31,511$214,9050.03%
442EXXON MOBIL CORPXOM1,974$212,3430.03%
443NORFOLK SOUTHN CORP655844108903$211,9340.03%
444PFIZER INCPFE7,984$211,8160.03%
445VISA INCV670$211,7470.03%
446DIMENSIONAL ETF TRUST25434V8808,515$211,6890.03%
447COSTCO WHSL CORP NEW22160K105230$210,7420.03%
448ISHARES TR46436E5694,650$210,6360.03%
449US BANCORP DELUSB-PS4,390$209,9570.03%
450MICROSOFT CORPMSFT498$209,9070.03%
451ZEBRA TECHNOLOGIES CORPORATIZBRA541$208,9450.03%
452BERKLEY W R CORPWRB-PH3,562$208,4480.03%
453AMAZON COM INCAMZN946$207,5430.03%
454POLARIS INCPII3,597$207,2700.03%
455COSTCO WHSL CORP NEW22160K105226$207,0790.03%
456ABBVIE INCABBV1,163$206,6650.03%
457ALTRIA GROUP INCMO3,944$206,2320.03%
458EXXON MOBIL CORPXOM1,897$204,0600.03%
459PIMCO ETF TR72201R8332,030$203,6900.03%
460ISHARES TR4642884487,404$202,7340.03%
461FLOWSERVE CORPFLS3,509$201,8380.03%
462COOPER COS INC2166485012,193$201,6020.03%
463VERISK ANALYTICS INCVRSK729$200,9120.02%
464UNUM GROUPUNMA2,750$200,8040.02%
465WATSCO INCWSO-B423$200,4550.02%
466SBA COMMUNICATIONS CORP NEWSBAC983$200,2760.02%
467SPDR SER TR78464A4092,276$200,0600.02%
468ANTERO MIDSTREAM CORPAM13,256$200,0330.02%
469AON PLCAON556$199,7570.02%
470FISERV INCFISV971$199,4630.02%
471VANGUARD INDEX FDS922908769687$199,2380.02%
472BOEING COBA-PA1,125$199,1200.02%
473KELLANOVABEKE2,448$198,2250.02%
474OTIS WORLDWIDE CORPOTIS2,135$197,7030.02%
475PEPSICO INCPEP1,297$197,2220.02%
476BRISTOL-MYERS SQUIBB COCELG-RI3,462$195,8170.02%
477MERCK & CO INCMRK1,967$195,6490.02%
478APPLE INCAAPL778$194,8270.02%
479ARCHER DANIELS MIDLAND COADM3,854$194,6860.02%
480POOL CORPPOOL569$193,9950.02%
481PIMCO ETF TR72201R8331,932$193,8570.02%
482DEERE & CODE457$193,6180.02%
483BROADCOM INCAVGO834$193,3550.02%
484FLEX LTDFLEX5,035$193,2940.02%
485DANAHER CORPORATION235851102841$193,0520.02%
486UNION PAC CORPUNP842$192,0100.02%
487SPDR SER TR78468R8534,273$191,9430.02%
488NUVEEN PFD & INCOME OPPORTUNNU24,324$191,1870.02%
489ROPER TECHNOLOGIES INCROP367$190,7870.02%
490MANHATTAN ASSOCIATES INCMANH702$189,7080.02%
491EOG RES INCEOG1,541$188,9510.02%
492ANSYS INC03662Q105560$188,9050.02%
493EQUIFAX INCEFX741$188,8440.02%
494CUMMINS INCCMI541$188,5830.02%
495LINCOLN ELEC HLDGS INC5339001061,004$188,2980.02%
496GALLAGHER ARTHUR J & CO363576109661$187,6250.02%
497HOME DEPOT INCHD480$186,7150.02%
498QUANTA SVCS INC74762E102587$185,5210.02%
499VIRTUS DIVIDEND INTEREST & PNFJ14,611$184,5370.02%
500COLGATE PALMOLIVE COCL2,024$184,0260.02%