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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 Q1 2025 · Filed May 6, 2025 · Accession 0001085146-25-002654

Total Value
$878.8M
Positions
1,739
Other Managers
7
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908363150,079$77.1M9.46%
2VANGUARD SPECIALIZED FUNDS921908844266,297$51.7M6.34%
3ISHARES TR464287440389,501$37.1M4.56%
4PIMCO ETF TR72201R833361,697$36.4M4.46%
5APPLE INCAAPL133,829$29.7M3.65%
6NORTHROP GRUMMAN CORPNOC46,587$23.9M2.93%
7JANUS DETROIT STR TR47103U845412,349$20.9M2.56%
8J P MORGAN EXCHANGE TRADED F46641Q654372,499$18.9M2.32%
9SPDR SER TR78464A649651,306$16.6M2.04%
10ISHARES TR46428761443,004$15.5M1.90%
11VANGUARD INDEX FDS92290876952,617$14.5M1.77%
12AMERICAN CENTY ETF TR025072877164,841$14.4M1.76%
13VANECK ETF TRUST92189F106308,267$14.2M1.74%
14FIDELITY MERRIMACK STR TR316188309264,629$12.1M1.48%
15NVIDIA CORPORATIONNVDA96,444$10.5M1.28%
16INVESCO EXCHANGE TRADED FD TIVZ51,578$8.9M1.10%
17VANGUARD TAX-MANAGED FDS921943858171,064$8.7M1.07%
18T ROWE PRICE ETF INC87283Q107226,184$8.6M1.06%
19MICROSOFT CORPMSFT22,949$8.6M1.06%
20FIRST TR EXCHANGE TRADED FD33738R308328,493$7.2M0.88%
21SPDR S&P 500 ETF TRSPY12,228$6.8M0.84%
22ISHARES TR46434V878127,154$6.4M0.79%
23AMAZON COM INCAMZN33,472$6.4M0.78%
24PROSHARES TR74347G242149,255$6.3M0.77%
25ISHARES TR46429B66350,800$6.2M0.75%
26SPDR SER TR78464A847118,452$6.1M0.74%
27SPDR SER TR78464A649179,001$4.6M0.56%
28VANECK ETF TRUST92189F64349,034$4.3M0.53%
29ALPHABET INCGOOG27,879$4.3M0.53%
30SPDR SER TR78468R853103,876$4.2M0.52%
31SPDR SER TR78464A85462,918$4.1M0.51%
32FIRST TR EXCHANGE-TRADED FD33739Q40866,881$4.0M0.49%
33SPDR SER TR78464A85460,117$4.0M0.48%
34SPDR S&P 500 ETF TRSPY6,616$3.7M0.45%
35JPMORGAN CHASE & CO.VYLD15,065$3.7M0.45%
36VANGUARD WHITEHALL FDS92194640628,482$3.7M0.45%
37GLOBAL X FDS37954Y483213,357$3.5M0.44%
38INVESCO EXCHANGE TRADED FD TIVZ20,344$3.5M0.43%
39META PLATFORMS INCMETA5,953$3.4M0.42%
40ISHARES TR46428825728,882$3.4M0.41%
41VANGUARD INDEX FDS9229083636,202$3.2M0.39%
42APPLE INCAAPL14,075$3.1M0.38%
43SPDR SER TR78464A80544,228$3.0M0.37%
44BERKSHIRE HATHAWAY INC DELBRK-A5,545$3.0M0.36%
45ELI LILLY & COLLY3,571$2.9M0.36%
46GOLUB CAP BDC INC38173M102193,220$2.9M0.36%
472023 ETF SERIES TRUST88339Y102101,037$2.8M0.35%
48VANGUARD INDEX FDS9229087367,441$2.8M0.34%
49ISHARES TR46428722627,821$2.8M0.34%
50SPDR S&P 500 ETF TRSPY4,842$2.7M0.33%
51VANGUARD INDEX FDS9229083635,097$2.6M0.32%
52INVESCO EXCHANGE TRADED FD TIVZ14,023$2.4M0.30%
53MICROSOFT CORPMSFT6,204$2.3M0.29%
54VISA INCV6,644$2.3M0.29%
55INVESCO EXCHANGE TRADED FD TIVZ12,894$2.2M0.27%
56VANGUARD INTL EQUITY INDEX F92204277535,919$2.2M0.27%
57NVIDIA CORPORATIONNVDA19,526$2.1M0.26%
58SPDR SER TR78468R85349,688$2.0M0.25%
59COSTCO WHSL CORP NEW22160K1052,026$1.9M0.24%
60INVESCO QQQ TRIVZ4,055$1.9M0.23%
61MERCK & CO INCMRK19,661$1.8M0.22%
62WALMART INCWMT19,825$1.7M0.21%
63VANGUARD SPECIALIZED FUNDS9219088448,970$1.7M0.21%
64INTERNATIONAL BUSINESS MACHSINTR6,977$1.7M0.21%
65ISHARES TR4642876558,643$1.7M0.21%
66DIMENSIONAL ETF TRUST25434V70851,646$1.7M0.21%
67ISHARES TR46428746520,271$1.7M0.20%
68PROCTER AND GAMBLE CO7427181099,114$1.6M0.19%
69INVESCO EXCHANGE TRADED FD TIVZ8,718$1.5M0.19%
70SELECT SECTOR SPDR TR81369Y85215,617$1.5M0.18%
71VANGUARD TAX-MANAGED FDS92194385829,545$1.5M0.18%
72VANGUARD INDEX FDS9229086295,768$1.5M0.18%
73SELECT SECTOR SPDR TR81369Y60529,687$1.5M0.18%
74ISHARES TR4642872002,598$1.5M0.18%
75ALPHABET INCGOOG9,264$1.4M0.18%
76SELECT SECTOR SPDR TR81369Y30817,534$1.4M0.18%
77SELECT SECTOR SPDR TR81369Y70410,891$1.4M0.18%
78ABBVIE INCABBV6,806$1.4M0.17%
79RTX CORPORATIONRTX10,669$1.4M0.17%
80AMGEN INCAMGN4,513$1.4M0.17%
81ONEOK INC NEWOKE13,222$1.3M0.16%
82VANGUARD INDEX FDS9229087515,853$1.3M0.16%
83REDDIT INCRDDT12,347$1.3M0.16%
84TESLA INCTSLA4,972$1.3M0.16%
85EXXON MOBIL CORPXOM10,795$1.3M0.16%
86HOME DEPOT INCHD3,467$1.3M0.16%
87VANGUARD INDEX FDS9229086527,267$1.3M0.15%
88ABBVIE INCABBV5,847$1.2M0.15%
89MASTERCARD INCORPORATEDMA2,209$1.2M0.15%
90AMERICAN CENTY ETF TR02507270318,113$1.2M0.15%
91ISHARES TR46428864622,683$1.2M0.15%
92INTUITINTU1,873$1.2M0.14%
93VANGUARD WORLD FD9219108735,623$1.1M0.14%
94KELLANOVABEKE13,684$1.1M0.14%
95ISHARES TR4642876143,083$1.1M0.14%
96VANGUARD INDEX FDS9229087514,889$1.1M0.13%
97PROGRESSIVE CORP7433151033,812$1.1M0.13%
98FIRST TR EXCH TRADED FD III33739E10861,152$1.1M0.13%
99BROADCOM INCAVGO6,401$1.1M0.13%
100INVESCO QQQ TRIVZ2,274$1.1M0.13%
101VANECK ETF TRUST92189H74819,892$1.1M0.13%
102PROCTER AND GAMBLE CO7427181096,144$1.0M0.13%
103GE AEROSPACE3696043015,194$1.0M0.13%
104SELECT SECTOR SPDR TR81369Y4075,259$1.0M0.13%
105BANK AMERICA CORP06050510424,321$1.0M0.12%
106JOHNSON & JOHNSONJNJ6,021$998,4420.12%
107CALAMOS ETF TR12811T81139,426$995,2110.12%
108ISHARES TR4642878049,505$993,9770.12%
109GALLAGHER ARTHUR J & CO3635761092,878$993,5880.12%
110CALAMOS ETF TR12811T79541,476$991,1400.12%
111QUALCOMM INCQCOM6,451$990,9020.12%
112SERVICENOW INCNOW1,201$956,1640.12%
113MONDELEZ INTL INC60920710514,079$955,2790.12%
114AT&T INCT-PC33,743$954,2520.12%
115AMERICAN EXPRESS COAXP3,546$954,1520.12%
116MICROSOFT CORPMSFT2,537$952,3780.12%
117KKR & CO INCKKRT8,159$943,2950.12%
118ENTERPRISE PRODS PARTNERS L29379210727,624$943,0830.12%
119MCDONALDS CORPMCD3,015$941,7520.12%
120UNITEDHEALTH GROUP INCUNH1,792$938,3110.12%
121NVIDIA CORPORATIONNVDA8,619$934,1280.11%
122MCDONALDS CORPMCD2,969$927,3590.11%
123VISA INCV2,643$926,2660.11%
124MICROSOFT CORPMSFT2,465$925,3360.11%
125COCA COLA COKO12,648$905,8670.11%
126COCA COLA COKO12,568$900,1420.11%
127VANGUARD INDEX FDS9229086525,224$899,8860.11%
128CARRIER GLOBAL CORPORATIONCARR14,192$899,7630.11%
129PIMCO ETF TR72201R7759,692$896,2400.11%
130DUKE ENERGY CORP NEWDUKB7,288$888,9420.11%
131SOUTHERN COSOMN9,658$888,0760.11%
132ALLIANT ENERGY CORPLNT13,718$882,7770.11%
133JOHNSON & JOHNSONJNJ5,310$880,5610.11%
134AT&T INCT-PC31,116$879,9620.11%
135MCDONALDS CORPMCD2,814$879,0260.11%
136REPUBLIC SVCS INC7607591003,626$878,0800.11%
137KINDER MORGAN INC DELEP-PC30,775$878,0110.11%
138KROGER COKR12,918$874,4190.11%
139CARDINAL HEALTH INCCAH6,342$873,7520.11%
140J P MORGAN EXCHANGE TRADED F46641Q15918,858$868,7880.11%
141WILLIAMS COS INC96945710014,427$862,1580.11%
142KEURIG DR PEPPER INCKDP25,142$860,3760.11%
143APPLE INCAAPL3,860$857,5130.11%
144PROCTER AND GAMBLE CO7427181094,981$848,8520.10%
145VANGUARD INDEX FDS9229083631,643$844,5460.10%
146FIDELITY MERRIMACK STR TR31618830918,495$844,2970.10%
147AMDOCS LTDDOX9,200$841,8000.10%
148COMCAST CORP NEWCCZ22,751$839,5210.10%
149SYSCO CORPSYY11,136$835,6620.10%
150WASTE MGMT INC DEL94106L1093,605$834,6030.10%
151MICROSOFT CORPMSFT2,208$828,9910.10%
152MEDTRONIC PLCMDT9,214$827,9790.10%
153SPDR SER TR78468R72118,293$824,4660.10%
154ISHARES TR4642884147,774$819,6910.10%
155CLOROX CO DELCLX5,546$816,6690.10%
156AMAZON COM INCAMZN4,288$815,8350.10%
157MERCK & CO INCMRK8,924$801,0440.10%
158VANGUARD TAX-MANAGED FDS92194385815,703$798,2000.10%
159CASEYS GEN STORES INC1475281031,838$797,7700.10%
160LOCKHEED MARTIN CORPLMT1,769$790,2460.10%
161PFIZER INCPFE30,544$773,9960.09%
162UNITEDHEALTH GROUP INCUNH1,470$769,9130.09%
163ALPHABET INCGOOG4,920$768,6520.09%
164ENERGY TRANSFER L PET-PI41,334$768,3990.09%
165AMAZON COM INCAMZN4,012$763,3230.09%
166PROSHARES TR74349Y78721,067$759,2630.09%
167DISNEY WALT CO2546871067,644$754,5100.09%
168JOHNSON & JOHNSONJNJ4,539$752,6680.09%
169ELI LILLY & COLLY907$749,1030.09%
170PHILIP MORRIS INTL INC7181721094,715$748,4560.09%
171LAMB WESTON HLDGS INCLW13,879$739,7510.09%
172EBAY INC.EBAY10,890$737,5930.09%
173AMPHASTAR PHARMACEUTICALS INAMPH25,405$736,4910.09%
174SPDR SER TR78468R85317,809$725,8950.09%
175BROADCOM INCAVGO4,313$722,2020.09%
176CHUBB LIMITEDCB2,387$720,8850.09%
177VANECK ETF TRUST92189F48628,026$716,0640.09%
178UBER TECHNOLOGIES INCUBER9,576$697,7340.09%
179THERMO FISHER SCIENTIFIC INCTMO1,397$695,3940.09%
180AMDOCS LTDDOX7,595$694,9130.09%
181KIMBERLY-CLARK CORPKMB4,884$694,5930.09%
182GEN DIGITAL INCGENVR26,109$692,9200.08%
183CHEVRON CORP NEWCVX4,141$692,7210.08%
184BROWN & BROWN INCBRO5,357$666,4300.08%
185DANAHER CORPORATION2358511023,221$660,2620.08%
186COCA COLA COKO8,886$636,4120.08%
187NETFLIX INCNFLX677$631,3230.08%
188INDEPENDENCE RLTY TR INC45378A10629,680$630,1060.08%
189CISCO SYS INCCSCO10,169$627,5170.08%
190CADENCE DESIGN SYSTEM INCCDNS2,467$627,4320.08%
191MARVELL TECHNOLOGY INCMRVL10,189$627,3320.08%
192RIVERNORTH OPPORTUNITIES FD76881Y10953,165$626,8150.08%
193PPG INDS INC6935061075,720$625,4970.08%
194JPMORGAN CHASE & CO.VYLD2,543$623,8150.08%
195FIDELITY MERRIMACK STR TR31618820012,450$623,6350.08%
196SCHWAB STRATEGIC TR80852460726,280$615,7400.08%
197FIDELITY MERRIMACK STR TR31618830913,400$611,6970.08%
198CAPITAL GROUP CORE EQUITY ET14020V10818,239$609,1830.07%
199VANGUARD INDEX FDS9229087512,709$600,7680.07%
200CAPITAL GROUP CORE BALANCED14021D10719,233$595,8380.07%
201WILLIAMS COS INC9694571009,810$586,2680.07%
202KLA CORPKLAC852$579,3450.07%
203GLOBAL X FDS37960A85926,034$574,5660.07%
204BERKSHIRE HATHAWAY INC DELBRK-A1,078$574,1210.07%
205MASTERCARD INCORPORATEDMA1,047$574,0830.07%
206ABBOTT LABSABLZF4,316$572,5260.07%
207VANGUARD INDEX FDS9229087692,073$569,7430.07%
208VANGUARD INDEX FDS9229087692,070$569,0550.07%
209CHIPOTLE MEXICAN GRILL INCCMG11,203$562,5070.07%
210CATERPILLAR INCCAT1,702$561,3480.07%
211VANGUARD ADMIRAL FDS INC9219328285,806$560,3610.07%
212VANGUARD INDEX FDS9229083631,082$556,0510.07%
213INTUITIVE SURGICAL INCISRG1,118$553,7120.07%
214AUTOMATIC DATA PROCESSING INADP1,785$545,2340.07%
215SPDR SER TR78464A3006,933$543,5470.07%
216CINTAS CORPCTAS2,624$539,4030.07%
217VANGUARD INDEX FDS9229087443,101$535,7250.07%
218ELI LILLY & COLLY645$532,7120.07%
219NETAPP INCNTAP6,055$531,8970.07%
220THE CAMPBELLS COMPANYCPB13,318$531,6730.07%
221VANGUARD WELLINGTON FD9219354094,187$530,6490.07%
222VERISK ANALYTICS INCVRSK1,774$528,0370.06%
223TAIWAN SEMICONDUCTOR MFG LTD8740391003,160$524,4940.06%
224CUMMINS INCCMI1,666$522,1860.06%
225TEXAS INSTRS INC8825081042,903$521,6560.06%
226GLOBAL X FDS37954Y8897,667$517,8290.06%
227SELECT SECTOR SPDR TR81369Y8866,537$515,4690.06%
228VANGUARD INTL EQUITY INDEX F9220427758,450$512,5560.06%
229OMNICOM GROUP INCOMC6,164$511,0840.06%
230ABBVIE INCABBV2,415$505,9760.06%
231SPDR SER TR78464A8547,684$505,2890.06%
232DUKE ENERGY CORP NEWDUKB4,141$505,0690.06%
233AMPHENOL CORP NEW0320951017,690$504,3560.06%
234MONOLITHIC PWR SYS INC609839105867$502,6400.06%
235VANGUARD INDEX FDS9229085382,045$500,2840.06%
236META PLATFORMS INCMETA865$498,5510.06%
237ISHARES TR4642874995,859$498,4250.06%
238ARES MANAGEMENT CORPORATIONARES-PB3,382$495,8650.06%
239WABTEC9297401082,708$491,1090.06%
240TCW ETF TRUST29287L1067,508$490,9290.06%
241BLACKROCK INCBLK518$490,1290.06%
242AMERIPRISE FINL INC03076C1061,006$487,0310.06%
243PEPSICO INCPEP3,248$486,9620.06%
244T ROWE PRICE ETF INC87283Q82615,952$486,2170.06%
245COSTCO WHSL CORP NEW22160K105509$481,4020.06%
246T-MOBILE US INCTMUSZ1,803$480,9140.06%
247WALMART INCWMT5,468$480,0360.06%
248UNION PAC CORPUNP2,025$478,2870.06%
249MICROSTRATEGY INCSTRK1,637$471,8980.06%
250META PLATFORMS INCMETA818$471,7260.06%
251INVESCO EXCHANGE TRADED FD TIVZ12,180$465,8710.06%
252PALO ALTO NETWORKS INCPANW2,698$460,3870.06%
253ISHARES TR4642876141,273$459,6680.06%
254VANECK ETF TRUST92189F48617,923$457,9300.06%
255AIRBNB INCABNB3,802$454,1870.06%
256VANECK ETF TRUST92189H7488,566$452,6270.06%
257PALANTIR TECHNOLOGIES INCPLTR5,362$452,5530.06%
258ISHARES TR46432F3392,640$451,2050.06%
259BERKSHIRE HATHAWAY INC DELBRK-A845$450,0300.06%
260ECOLAB INCECL1,761$446,4270.05%
261ALPHABET INCGOOG2,874$444,4350.05%
262VERALTO CORPVLTO4,551$443,5250.05%
263ISHARES TR4642886124,171$442,2070.05%
264RB GLOBAL INCRBA4,339$435,2020.05%
265VANGUARD INTL EQUITY INDEX F9220427757,136$432,8420.05%
266PFIZER INCPFE16,977$430,1870.05%
267VANGUARD TAX-MANAGED FDS9219438588,454$429,7170.05%
268WEST PHARMACEUTICAL SVSC INC9553061051,918$429,4600.05%
269INTERPUBLIC GROUP COS INCINTR15,651$425,0710.05%
270SPDR DOW JONES INDL AVERAGE78467X1091,007$422,8950.05%
271INVESCO QQQ TRIVZ899$421,5150.05%
272JOHNSON & JOHNSONJNJ2,514$416,9830.05%
273MSCI INCMSCI737$416,6430.05%
274MPLX LPMPLXP7,748$414,6730.05%
275DYNATRACE INCDT8,784$414,1420.05%
276JPMORGAN CHASE & CO.VYLD1,685$413,3310.05%
277SPINNAKER ETF SERIES84858T78040,785$412,1450.05%
278VERIZON COMMUNICATIONS INCVZ9,084$412,0500.05%
279SEI INVTS CO7841171035,277$409,6650.05%
280SELECT SECTOR SPDR TR81369Y2092,800$408,7770.05%
281SPDR SER TR78464A5087,978$407,4360.05%
282PROCTER AND GAMBLE CO7427181092,388$406,8970.05%
283GLOBAL X FDS37954Y8896,007$405,7180.05%
284CISCO SYS INCCSCO6,569$405,3980.05%
285SPDR SER TR78464A4095,030$404,2610.05%
286SCHWAB STRATEGIC TR80852480520,386$403,2330.05%
287WORKDAY INCWDAY1,721$401,9050.05%
288SELECT SECTOR SPDR TR81369Y6058,032$400,0500.05%
289SCHWAB STRATEGIC TR80852460717,037$399,1730.05%
290CISCO SYS INCCSCO6,366$392,8460.05%
291ISHARES TR4642886793,541$391,1390.05%
292SEMPRASREA5,473$390,5640.05%
293HUBBELL INCHUBB1,173$388,0920.05%
294SALESFORCE INCCRM1,439$386,1890.05%
295ACCENTURE PLC IRELANDACN1,238$386,1700.05%
296VANECK ETF TRUST92189F6761,820$384,9470.05%
297ASML HOLDING N VASMLF570$377,7030.05%
298SCHWAB STRATEGIC TR80852410217,316$372,8030.05%
299S&P GLOBAL INCSPGI734$372,7300.05%
300PIMCO ETF TR72201R7833,973$372,1110.05%
301CENCORA INCCOR1,316$365,9780.04%
302ISHARES TR46432F8424,793$362,5720.04%
303INTERACTIVE BROKERS GROUP IN45841N1072,176$360,3240.04%
304DATADOG INCDDOG3,629$360,0330.04%
305WESTERN ASSET EMERGING MKTS95766A10136,156$357,5830.04%
306PIMCO ETF TR72201R8333,525$354,6860.04%
307ALPHABET INCGOOG2,290$354,0570.04%
308ALCON AGALC3,721$353,2490.04%
309MASCO CORPMAS5,006$348,1500.04%
310SPDR GOLD TRGLD1,208$348,0730.04%
311SPDR SER TR78468R8538,533$347,8010.04%
312LAM RESEARCH CORPLRCX4,782$347,6850.04%
313SCHWAB STRATEGIC TR80852479712,376$346,0220.04%
314AMERICAN EXPRESS COAXP1,283$345,1910.04%
315ABBOTT LABSABLZF2,574$341,4030.04%
316CATERPILLAR INCCAT1,035$341,2220.04%
317WEC ENERGY GROUP INCWEC3,126$340,6820.04%
318HOME DEPOT INCHD929$340,5380.04%
319BAIN CAP SPECIALTY FIN INC05684B10720,457$339,5890.04%
320SCHWAB STRATEGIC TR80852477114,367$339,2120.04%
321GLOBAL X FDS37954Y8895,022$339,1860.04%
322SELECT SECTOR SPDR TR81369Y3084,153$339,1460.04%
323FIRST TR EXCHANGE-TRADED FD33733E73223,981$339,0910.04%
324TAIWAN SEMICONDUCTOR MFG LTD8740391002,034$337,6440.04%
325FORTINET INCFTNT3,500$336,9100.04%
326QUANTA SVCS INC74762E1021,323$336,2800.04%
327VANGUARD SCOTTSDALE FDS92206C8704,096$334,8970.04%
328ISHARES TR4642872263,349$331,2850.04%
329LINDE PLCLIN708$329,7710.04%
330BANK AMERICA CORP0605051047,896$329,5090.04%
331TEXAS INSTRS INC8825081041,829$328,5840.04%
332ADOBE INCADBE855$327,9180.04%
333TJX COS INC NEW8725401092,678$326,1970.04%
334ISHARES TR46434V4077,665$325,9340.04%
335HARLEY DAVIDSON INCHOG12,807$323,3690.04%
336MEDTRONIC PLCMDT3,584$322,0730.04%
337ISHARES TR46432F8344,572$319,1550.04%
338INVESCO EXCH TRADED FD TR IIIVZ12,177$316,7920.04%
339SPDR GOLD TRGLD1,090$314,0730.04%
340SPDR INDEX SHS FDS78463X8898,587$312,6530.04%
341BLACKSTONE INCBX2,226$311,1320.04%
342ARCH CAP GROUP LTDG0450A1053,223$309,9880.04%
343NEXTERA ENERGY INCNEE-PW4,355$308,7440.04%
344PARKER-HANNIFIN CORPPH507$307,8970.04%
345AUTOZONE INCAZO80$305,0220.04%
346AMERICAN ELEC PWR CO INC0255371012,787$304,5580.04%
347MANHATTAN ASSOCIATES INCMANH1,756$303,8580.04%
348VERISK ANALYTICS INCVRSK1,020$303,5570.04%
349GE VERNOVA INCGEV983$300,1920.04%
350ABBOTT LABSABLZF2,259$299,7200.04%
351SPOTIFY TECHNOLOGY S ASPOT544$299,2160.04%
352RTX CORPORATIONRTX2,249$297,8660.04%
353EVERSOURCE ENERGYES4,789$297,4300.04%
354EATON CORP PLCETN1,092$296,7950.04%
355EXXON MOBIL CORPXOM2,474$294,2000.04%
356VISA INCV838$293,6850.04%
357SPDR SER TR78464A3758,791$292,2240.04%
358ACCENTURE PLC IRELANDACN935$291,7570.04%
359ISHARES TR4642874403,050$290,8790.04%
360GILEAD SCIENCES INCGILD2,587$289,9130.04%
361ORACLE CORPORCL-PD2,066$288,8950.04%
362PEPSICO INCPEP1,922$288,1510.04%
363CDW CORPCDW1,790$286,8650.04%
364FIRST TR EXCH TRADED FD III33739P1034,474$286,6940.04%
365HDFC BANK LTDHDB4,310$286,3670.04%
366SPOTIFY TECHNOLOGY S ASPOT514$282,7150.03%
367SPDR S&P 500 ETF TRSPY505$282,2760.03%
368ALTRIA GROUP INCMO4,688$281,3960.03%
369SCHWAB STRATEGIC TR80852430011,176$279,8470.03%
370MCDONALDS CORPMCD895$279,4460.03%
371WASTE MGMT INC DEL94106L1091,194$276,4890.03%
372INTERNATIONAL BUSINESS MACHSINTR1,110$276,0420.03%
373LENNOX INTL INC526107107492$275,9280.03%
374HONEYWELL INTL INC4385161061,302$275,7100.03%
375T ROWE PRICE ETF INC87283Q8269,030$275,2340.03%
376CALAMOS ETF TR12811T83711,082$275,0410.03%
377SPDR SER TR78464A8393,545$273,1310.03%
378ISHARES TR4642886792,450$270,6570.03%
379SEMPRASREA3,790$270,4540.03%
380SCHWAB STRATEGIC TR80852450810,316$270,2920.03%
381NETFLIX INCNFLX288$268,5690.03%
382EATON VANCE SR FLTNG RTE TRETN21,823$267,3290.03%
383ISHARES TR4642871502,190$267,1550.03%
384PIMCO ETF TR72201R8332,654$267,0450.03%
385CROWDSTRIKE HLDGS INCCRWD756$266,5500.03%
386ISHARES TR4642875981,409$265,1170.03%
387TESLA INCTSLA1,019$264,0840.03%
388INVESCO EXCHANGE TRADED FD TIVZ3,225$264,0370.03%
389EXXON MOBIL CORPXOM2,214$263,3110.03%
390FLEX LTDFLEX7,949$262,9530.03%
391MORGAN STANLEYMS-PQ2,245$261,8860.03%
392ISHARES TR464287200466$261,7310.03%
393VANGUARD INTL EQUITY INDEX F9220427754,304$261,1110.03%
394BERKLEY W R CORPWRB-PH3,667$260,9440.03%
395LPL FINL HLDGS INC50212V100797$260,7310.03%
396AMERICAN WTR WKS CO INC NEW0304201031,767$260,6190.03%
397DIAGEO PLCDGEAF2,479$259,7940.03%
398VANGUARD INTL EQUITY INDEX F9220427754,261$258,4720.03%
399ISHARES TR4642888022,238$257,0750.03%
400SPDR SER TR78468R8536,299$256,7470.03%
401COMCAST CORP NEWCCZ6,937$255,9880.03%
402ALPS ETF TR00162Q4459,315$254,3060.03%
403DELL TECHNOLOGIES INCDELL2,789$254,2170.03%
404SOUTHERN COSOMN2,764$254,1910.03%
405NOVO-NORDISK A SNONOF3,658$254,0310.03%
406INTEL CORPINTC11,115$252,4190.03%
407METLIFE INCMET-PF3,120$250,4970.03%
408THE TRADE DESK INC88339J1054,576$250,3990.03%
409HARBOR ETF TRUST41151J50510,332$248,4850.03%
410PHILLIPS 66PSX2,011$248,3270.03%
411VANGUARD WORLD FD92204A504932$246,6940.03%
412GLOBAL X FDS37960A4382,451$246,1400.03%
413JANUS DETROIT STR TR47103U8454,850$245,9440.03%
414CHEVRON CORP NEWCVX1,469$245,7440.03%
415GENTEX CORPGNTX10,541$245,5980.03%
416ZOETIS INCZTS1,491$245,4750.03%
417ABBVIE INCABBV1,163$243,6720.03%
418ALTRIA GROUP INCMO4,042$242,6010.03%
419COSTCO WHSL CORP NEW22160K105255$241,1740.03%
420BRISTOL-MYERS SQUIBB COCELG-RI3,943$240,4690.03%
421AMERICAN TOWER CORP NEW03027X1001,104$240,1400.03%
422ANTERO MIDSTREAM CORPAM13,256$238,6080.03%
423FIRST TR EXCHANGE TRADED FD33734X1922,325$237,7270.03%
424UNITEDHEALTH GROUP INCUNH453$237,2590.03%
425DEERE & CODE502$235,5990.03%
426ARISTA NETWORKS INCANET3,007$232,9820.03%
427VIRTUS DIVIDEND INTEREST & PNFJ19,198$232,8760.03%
428FIRST TR EXCHNG TRADED FD VI33740F54019,032$232,7590.03%
429FIDELITY MERRIMACK STR TR3161883095,094$232,5410.03%
430CARLYLE GROUP INCCGABL5,290$230,5730.03%
431FISERV INCFISV1,044$230,5470.03%
432SPDR SER TR78468R7394,832$229,9810.03%
433ROPER TECHNOLOGIES INCROP389$229,3480.03%
434SPDR INDEX SHS FDS78463X8896,294$229,1520.03%
435DIMENSIONAL ETF TRUST25434V4013,784$228,8300.03%
436TRANE TECHNOLOGIES PLCTT679$228,8260.03%
437UNUM GROUPUNMA2,801$228,1600.03%
438AMERICAN ELEC PWR CO INC0255371012,085$227,7900.03%
439WATSCO INCWSO-B448$227,7180.03%
440VERTEX PHARMACEUTICALS INCVRTX466$225,9260.03%
441EXXON MOBIL CORPXOM1,897$225,6100.03%
442LOCKHEED MARTIN CORPLMT505$225,4730.03%
443ISHARES TR46429B2679,801$225,2760.03%
444NORFOLK SOUTHN CORP655844108947$224,2970.03%
445HCA HEALTHCARE INCHCA643$222,2400.03%
446ISHARES TR46434V4075,217$221,8270.03%
447OTIS WORLDWIDE CORPOTIS2,138$220,6180.03%
448WELLS FARGO CO NEW9497461013,064$220,0000.03%
449FIDELITY COVINGTON TRUST3160928404,407$218,5870.03%
450SERVICENOW INCNOW273$217,3460.03%
451SCHWAB STRATEGIC TR8085248708,079$217,2510.03%
452J P MORGAN EXCHANGE TRADED F46641Q8524,534$217,1330.03%
453SPDR SER TR78464A6498,494$216,9270.03%
454VANGUARD BD INDEX FDS9219378352,949$216,6160.03%
455STANLEY BLACK & DECKER INCSWK2,810$216,0590.03%
456GRAYSCALE BITCOIN TRUST ETFGBTC3,310$215,7130.03%
457SPDR SER TR78464A8543,277$215,4960.03%
458ISHARES TR4642878042,049$214,2210.03%
459DIMENSIONAL ETF TRUST25434V8808,174$214,1690.03%
460CBRE GROUP INCCBRE1,637$214,0870.03%
461PEPSICO INCPEP1,427$214,0150.03%
462GOLDMAN SACHS GROUP INCGSCE391$213,7960.03%
463DEERE & CODE455$213,7470.03%
464SCHWAB STRATEGIC TR8085243008,532$213,6500.03%
465ELEVANCE HEALTH INCELV491$213,3960.03%
466COSTCO WHSL CORP NEW22160K105225$212,8180.03%
467INVESCO ACTIVELY MANAGED EXCIVZ2,290$211,8940.03%
468SOMNIGROUP INTERNATIONAL INCSGI3,534$211,6180.03%
469FLOWSERVE CORPFLS4,314$210,6990.03%
470SCHWAB CHARLES CORPSCHW-PJ2,688$210,3940.03%
471FREEPORT-MCMORAN INCFCX5,547$210,0100.03%
472MERCK & CO INCMRK2,327$208,8840.03%
473CITIGROUP INCC-PR2,925$207,6600.03%
474ROLLINS INCROL3,808$205,7460.03%
475COHEN & STEERS INFRASTRUCTUR19248A1098,048$205,6260.03%
476KKR & CO INCKKRT1,777$205,4390.03%
477CHIPOTLE MEXICAN GRILL INCCMG4,068$204,2540.03%
478MANHATTAN ASSOCIATES INCMANH1,179$204,0140.03%
479SCHWAB STRATEGIC TR8085246078,654$202,7620.02%
480SPDR SER TR78464A6647,393$201,5420.02%
481PALO ALTO NETWORKS INCPANW1,176$200,6730.02%
482ISHARES TR4642876551,003$200,1150.02%
483SCHWAB STRATEGIC TR8085248628,215$199,9620.02%
484WK KELLOGG CO92942W10710,031$199,9170.02%
485BROADRIDGE FINL SOLUTIONS IN11133T103824$199,7400.02%
486UNION PAC CORPUNP842$198,9140.02%
487SALESFORCE INCCRM741$198,7360.02%
488CONOCOPHILLIPSCOP1,890$198,4670.02%
489SPDR SER TR78464A5083,874$197,8450.02%
490SPDR INDEX SHS FDS78463X5095,018$197,5600.02%
491UBER TECHNOLOGIES INCUBER2,700$196,7220.02%
492LINCOLN ELEC HLDGS INC5339001061,036$196,0240.02%
493ADVANCED MICRO DEVICES INCAMD1,902$195,4110.02%
494POOL CORPPOOL613$195,1490.02%
495NUVEEN PFD & INCOME OPPORTUNNU24,306$193,4760.02%
496EOG RES INCEOG1,507$193,3160.02%
497BENTLEY SYS INCBSY4,902$192,8450.02%
498NVIDIA CORPORATIONNVDA1,774$192,2670.02%
499COOPER COS INC2166485012,278$192,1490.02%
500VANGUARD WHITEHALL FDS9219464061,485$191,4630.02%