Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

OLD POINT TRUST & FINANCIAL SERVICES N A

Quarter ended Q4 2024 · Filed February 11, 2025 · Accession 0001102256-25-000001

Total Value
$284.9M
Positions
376
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (376)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT36,547$15.4M5.41%
2APPLE INCAAPL48,480$12.1M4.26%
3CONOCOPHILLIPSCOP103,009$10.2M3.59%
4EXXON MOBIL CORPORATIONXOM86,119$9.3M3.25%
5PROCTER & GAMBLE CO.74271810953,525$9.0M3.15%
6PALANTIR TECHNOLOGIES INC - APLTR118,579$9.0M3.15%
7BLACKSTONE INCBX49,195$8.5M2.98%
8ACCENTURE PLC CL AACN23,253$8.2M2.87%
9PEPSICO INCPEP52,513$8.0M2.80%
10CISCO SYSTEMSCSCO131,175$7.8M2.73%
11RTX CORPORATIONRTX64,940$7.5M2.64%
12AMAZON.COM INCAMZN34,151$7.5M2.63%
13TRUIST FINANCIAL CORP89832Q109165,329$7.2M2.52%
14JOHNSON & JOHNSONJNJ48,455$7.0M2.46%
15OLD POINT FINANCIAL CORPORATIO680194107263,439$6.9M2.41%
16AMGEN INCAMGN24,454$6.4M2.24%
17SOUTHERN COSOMN77,003$6.3M2.22%
18KINDER MORGAN INCEP-PC202,810$5.6M1.95%
19NEXTERA ENERGY INCNEE-PW75,608$5.4M1.90%
20ENBRIDGE INCENNPF118,980$5.0M1.77%
21NORFOLK SOUTHERN CORP.65584410821,086$4.9M1.74%
22ECOLAB INCECL20,970$4.9M1.72%
23LOCKHEED MARTIN CORPLMT8,201$4.0M1.40%
24VERIZON COMMUNICATIONSVZ88,399$3.5M1.24%
25INTERNATIONAL BUSINESS MACHINEINTR15,045$3.3M1.16%
26ALPHABET INC - CL AGOOG17,360$3.3M1.15%
27DOMINION ENERGY INCD60,311$3.2M1.14%
28UNITED PARCEL SERVICE CL BUPS23,652$3.0M1.05%
29VANGUARD SMALL-CAP VALUE ETF92290861114,407$2.9M1.00%
30SYSCO CORPSYY36,491$2.8M0.98%
31SCHWAB FUNDAMENTAL INTL L/C80852475573,086$2.4M0.85%
32EATON CORP PLCETN7,302$2.4M0.85%
33HEWLETT PACKARD ENTERPRISE COHPE-PC103,480$2.2M0.78%
34YUM! BRANDS INCYUM15,357$2.1M0.72%
35WEYERHAEUSER COWY71,145$2.0M0.70%
36MERCK & CO INC NEWMRK18,592$1.8M0.65%
37INTEL CORPINTC90,303$1.8M0.64%
38VISA INC - CLASS A SHARESV5,626$1.8M0.62%
39PFIZER, INCPFE64,018$1.7M0.60%
40TARGET CORPTGT12,282$1.7M0.58%
41BECTON DICKINSON & COBDX6,771$1.5M0.54%
42MARRIOTT INTERNATIONAL INC NEW5719032025,360$1.5M0.52%
43ULTA BEAUTY INCULTA3,402$1.5M0.52%
44PHILIP MORRIS INTERNATIONAL IN71817210912,260$1.5M0.52%
45COCA-COLA COKO23,467$1.5M0.51%
46BAKER HUGHES COBKR32,597$1.3M0.47%
47VANGUARD S&P 500 ETF9229083632,423$1.3M0.46%
48SALESFORCE INCCRM3,772$1.3M0.44%
49GE AEROSPACE3696043017,506$1.3M0.44%
50INVESCO QQQ TRUST SERIES 1IVZ2,382$1.2M0.43%
51HONEYWELL INTERNATIONAL INC4385161065,330$1.2M0.42%
52CHEVRON CORPCVX8,191$1.2M0.42%
53WALMART INCWMT12,444$1.1M0.39%
54JP MORGAN CHASE & COVYLD4,506$1.1M0.38%
55CHUBB CORPCB3,907$1.1M0.38%
56T ROWE PRICE GROUP INCTROW9,465$1.1M0.38%
57COCA-COLA COKO16,306$1.0M0.36%
58WR BERKLEY CORPWRB-PH17,055$998,0590.35%
59KIMBERLY CLARK CORPKMB7,477$979,7860.34%
60DEERE & CODE2,276$964,3410.34%
61AT&T INCT-PC42,194$960,7570.34%
62AGILENT TECHNOLOGIES INCA7,051$947,2310.33%
63ORACLE CORPORCL-PD5,558$926,1850.33%
64BANK OF AMERICA CORP06050510420,998$922,8620.32%
65BRISTOL-MYERS SQUIBB CO.CELG-RI16,161$914,0660.32%
66ROYAL BK CDA MONTREAL QUE COM7800871027,500$903,8250.32%
67INVESCO BULLETSHARES 2027IVZ45,756$891,3270.31%
68WALT DISNEY CO/THE2546871067,842$873,2070.31%
69MARATHON PETROLEUM CORPMARA6,225$868,3880.30%
70NVIDIA CORPNVDA5,800$778,8820.27%
71BERKSHIRE HATHAWAY INC CL B NEBRK-A1,712$776,0150.27%
72FOX CORP - CLASS BFOX16,305$745,7910.26%
73TOWNEBANK89214P10921,887$745,4710.26%
74INVESCO BULLETSH 2025IVZ34,855$719,7560.25%
75INVESCO BULLETSHARES 2028IVZ35,352$711,6360.25%
76ELEVANCE HEALTH INCELV1,907$703,4920.25%
77SPDR GOLD TRUSTGLD2,759$668,0370.23%
78ALTRIA GROUP INCMO12,549$656,1870.23%
79ISHARES RUSSELL 1000 GROWTH ET4642876141,602$643,3310.23%
80INVESCO BULLETSHARES 2026IVZ30,758$597,6280.21%
81AT&T INCT-PC25,808$587,6480.21%
82HERSHEY COMPANYHSY3,240$548,6940.19%
83DEVON ENERGY CORPORATION NEW25179M10316,575$542,5000.19%
84FIRST SOLAR INCFSLR3,040$535,7700.19%
85CBRE GROUP INCCBRE3,883$509,7990.18%
86ISHARES GOLD TRUST NEWIAU10,250$507,4780.18%
87PHILLIPS 66PSX4,309$490,9240.17%
88PPG INDUSTRIES, INC.6935061074,050$483,7730.17%
89VERIZON COMMUNICATIONSVZ11,854$474,0410.17%
90BAXTER INTL INC07181310915,839$461,8650.16%
91GENUINE PARTS COGPC3,860$450,6940.16%
92CSX CORPCSX13,900$448,5530.16%
93CATERPILLAR INCCAT1,217$441,4790.15%
94ANALOG DEVICES INCADI2,035$432,3560.15%
953M COMMM3,302$426,2550.15%
96EXXON MOBIL CORPORATIONXOM3,677$395,5350.14%
97ABBOTT LABORATORIESABLZF3,385$382,8770.13%
98MONDELEZ INTERNATIONAL, INC6092071055,922$353,7210.12%
99HOME DEPOT INC.HD891$346,5900.12%
100ABBVIE INCABBV1,949$346,3370.12%
101DANAHER CORP2358511021,471$337,6680.12%
102MCDONALDS CORPMCD1,164$337,4320.12%
103GOLDMAN SACHS GROUP INCGSCE588$336,7010.12%
104QUALCOMM INCQCOM2,136$328,1320.12%
105iShares Core S&P US Value ETF4642876633,540$327,7690.12%
106GE AEROSPACE3696043011,965$327,7420.12%
107MICROSOFT CORPMSFT745$314,0180.11%
108NIKE, INC.NKE4,097$310,0200.11%
109META PLATFORMS INCMETA527$308,5640.11%
110ISHARES S&P 500 INDEX FUND ETF464287200517$304,3480.11%
111GE VERNOVA LLC COMGEV921$302,9450.11%
112UNITED HEALTH GROUP INCUNH595$300,9870.11%
113CLOROX COCLX1,850$300,4590.11%
114VANGUARD DIVIDEND APPRECIATION9219088441,470$287,8700.10%
115APPLE INCAAPL1,048$262,4400.09%
116LOWES COMPANIES5486611071,049$258,8930.09%
117SPDR S&P MIDCAP 400 ETF TRUSTMDY452$257,4500.09%
118TESLA INCTSLA625$252,4000.09%
119ISHARES TR CORE MSCI EAFE ETF46432F8423,555$249,8450.09%
120BERKSHIRE HATHAWAY INC CL B NEBRK-A540$244,7710.09%
121ILLINOIS TOOL WORKS452308109959$243,1640.09%
122DARDEN RESTAURANTS INCDRI1,200$224,0280.08%
123ARCHER DANIELS MIDLAND COADM4,246$214,5080.08%
124VALERO ENERGY CORPVLO1,700$208,4030.07%
125COSTCO WHOLESALE CORP22160K105225$206,1610.07%
126ADVANCED MICRO DEVICSAMD1,610$194,4720.07%
127iShares iBonds Dec 2026 Term T46436E8588,050$183,6210.06%
128ISHARES RUSSELL 2000 ETF464287655830$183,3970.06%
129FEDERAL RLTY INVT TR NEW3137451011,616$180,9110.06%
130INVESCO BULLETSHARES 2029IVZ9,823$180,1540.06%
131iShares Core MSCI Internationa46435G3262,780$179,2270.06%
132MOSAIC CO/THEMOS7,200$176,9760.06%
133COLGATE PALMOLIVE CO.CL1,941$176,4560.06%
134ALBEMARLE CORPALB-PA1,980$170,4380.06%
135iShares iBonds Dec 2027 Term T46436E8417,300$162,0360.06%
136GE VERNOVA LLC COMGEV489$160,8470.06%
137VICI PROPERTIES INC9256521095,150$150,4320.05%
138JOHNSON & JOHNSONJNJ1,005$145,3430.05%
139LILLY (ELI) & CO.LLY188$145,1360.05%
140CANADIAN PACIFIC KANSAS CITY LCP2,000$144,7400.05%
141VANGUARD INTERMED TRM CORP BD92206C8701,797$144,2450.05%
142STARBUCKS CORPSBUX1,569$143,1710.05%
143INTERPUBLIC GROUP COS INCINTR5,076$142,2300.05%
144COMCAST CORP CL ACCZ3,600$135,1080.05%
145ISHARES S&P MID-CAP 400 VALUE4642877051,062$132,7080.05%
146VANGUARD SHORT - TERM BOND ETF9219378271,672$129,1950.05%
147VANGUARD INTERME92206C7062,180$126,4400.04%
148STRYKER CORPSYK332$119,5370.04%
149DUKE ENERGY CORP NEW COMDUKB1,082$116,5750.04%
150NORTHROP GRUMMAN CORP COMNOC248$116,3840.04%
151DOLLAR TREE INCDLTR1,500$112,4100.04%
152MSC INDUSTRIAL DIRECT CO-A5535301061,500$112,0350.04%
153WABTEC CORP COM929740108586$111,1000.04%
154CIGNA GROUP125523100385$106,3140.04%
155WARNER BROS DISCOVERY INCWBD9,572$101,1760.04%
156TRAVELERS COMPANIES INC/THETRV420$101,1740.04%
157PROLOGIS INCPLDGP932$98,5120.03%
158AFLAC INCAFL943$97,5440.03%
159MASTERCARD INC - CLASS AMA185$97,4150.03%
160PROCTER & GAMBLE CO.742718109580$97,2370.03%
161ABERDEEN STD SILVER ETF TRSIVR3,500$96,4950.03%
162SONY CORPSNEJF4,400$93,1040.03%
163TRACTOR SUPPLY COMPANYTSCO1,725$91,5290.03%
164AMERICAN EXPRESS COAXP302$89,6310.03%
165CHURCH & DWIGHT CO INCCHD850$89,0040.03%
166TEXTRON INCTXT1,159$88,6520.03%
167ABBOTT LABORATORIESABLZF770$87,0950.03%
168WELLS FARGO & CO NEW9497461011,183$83,0940.03%
169CONSTELLATION ENERGY CORPORATICEG366$81,8780.03%
170ASTRAZENECA PLC-SPONS ADRAZN1,225$80,2620.03%
171AUTOMATIC DATA PROCESSING INCADP262$76,6950.03%
172WALGREENS BOOTS ALLIANCE INC9314271088,091$75,4890.03%
173CVS HEALTH CORPCVS1,666$74,7870.03%
174HUNTINGTON INGALLS INDS INC446413106388$73,3200.03%
175FEDEX CORPORATIONFDX250$70,3330.02%
176WASTE MANAGEMENT INC94106L109347$70,0210.02%
177AMERICAN WATER WORKS INC030420103557$69,3410.02%
178SPDR INDEX SHARES EMERG78463X5091,742$66,8410.02%
179WASHINGTON FEDERAL INCWAFDP2,020$65,1250.02%
180UNION PACIFIC CORPUNP279$63,6230.02%
181CAPITAL ONE FINANCIAL CORP14040H105344$61,3420.02%
182GE HEALTHCARE TECHNOLOGIES INCGEHC775$60,5900.02%
183EASTMAN CHEM COEMN662$60,4540.02%
184VANGUARD US TOTAL STOCK MARKET922908769208$60,2800.02%
185SMURFIT WESTROCK LIMITEDSW1,084$58,3840.02%
186SPDR Portfolio High Yield Bond78468R6062,414$56,6570.02%
187PUBLIC STORAGE INC COMPSA-PS185$55,3960.02%
188SHOPIFY INC CL ASHOP500$53,1650.02%
189ENTERGY CORP NEWENO700$53,0740.02%
190TARGET CORPTGT385$52,0440.02%
191SIMON PROPERTY GROUP INC828806109300$51,6630.02%
192ZOETIS INCZTS316$51,4860.02%
193GE HEALTHCARE TECHNOLOGIES INCGEHC650$50,8170.02%
194ISHARES SILVER TRUSTSLV1,925$50,6850.02%
195TRUIST FINANCIAL CORP89832Q1091,155$50,1040.02%
196VANGUARD INT HDV921946794738$50,0950.02%
197C & F FINANCIAL CORPORATION12466Q104700$49,8750.02%
198TEREX CORPTEX1,054$48,7160.02%
199MFC ISHARES TR BROAD USD HI YL46435U8531,288$47,3860.02%
200M & T BANK CORP55261F104250$47,0030.02%
201JPMorgan Core Plus Bond ETF46641Q6701,006$46,3460.02%
202ISHARES CORE DIVIDEND GROWTH46434V621750$46,0050.02%
203FULTON FINANCIAL CORP3602711002,280$43,9580.02%
204SHELL PLC ADRRYDAF701$43,9180.02%
205AMAZON.COM INCAMZN200$43,8780.02%
206ALPHABET INC - CL AGOOG230$43,5390.02%
207NETFLIX INCNFLX47$41,8920.01%
208EXELON CORPORATIONEXC1,100$41,4040.01%
209LINDE PLCLIN95$39,7740.01%
210BROADCOM INC COMAVGO170$39,4130.01%
211ALPHABET INC - CL CGOOG200$38,0880.01%
212iShares iBonds Dec 2025 Term T46436E8661,600$37,3120.01%
213ISHARES CORE MSCI EMERGING MKT46434G103698$36,4500.01%
214CINCINNATI FINANCIAL CORP172062101250$35,9250.01%
215COCA COLA BOTTLING CO CONSCOKE28$35,2800.01%
216FERGUSON ENTERPRISES INCFERG202$35,0610.01%
217TAIWAN SEMICONDUCTOR - SP ADR874039100177$34,9560.01%
218CROWDSTRIKE HOLDINGS INC - ACRWD102$34,9000.01%
219CORTEVA INCCTVA591$33,6630.01%
220PACER TRENDPILOT 100 ETF69374H303452$33,4570.01%
221RTX CORPORATIONRTX283$32,7490.01%
222ISHARES CORE S&P TOTAL US STOC464287150250$32,1550.01%
223ONEOK INCOKE316$31,7260.01%
224BLACKROCK INC NEW COMBLK30$30,7530.01%
225ISHARES EXPANDED TECH SECTOR464287549300$30,6270.01%
226DELTA AIR LINES INCDAL500$30,2500.01%
227CISCO SYSTEMSCSCO510$30,1920.01%
228GRAPHIC PACKAGING HOLDING COGPK1,086$29,4960.01%
229DOW INCDOW719$28,8530.01%
230ISHARES JP MORGA464288281317$28,2260.01%
231GSK PLC SPON ADS EACH REP 2 ORGLAXF828$28,0030.01%
232PFIZER, INCPFE1,055$27,9890.01%
233COMCAST CORP CL ACCZ738$27,6970.01%
234VANGUARD VALUE ETF922908744161$27,2570.01%
235VULCAN MATERIALS CO929160109105$27,0090.01%
236EMBECTA CORPORATION COMEMBC1,297$26,7830.01%
237GENERAL MOTORS CO37045V100500$26,6350.01%
238SCHWAB FUNDAMENTAL INTL L/C808524755800$26,5680.01%
239ALLIANCE RESOURCE PARTNERSARLP1,000$26,2900.01%
240KONINKLIJKE PHILIPS NVRYLPF1,029$26,0540.01%
241ISHARES US TREASURY BD FD ETF46429B2671,118$25,6920.01%
242iShares ibonds Dec 2028 Term T46436E8331,150$25,1890.01%
243HILTON WORLDWIDE HOLDINGS INHLT100$24,7160.01%
244SCHWAB SHORT-TERM US TREAS ETF8085248621,020$24,5410.01%
245ADVANCED MICRO DEVICSAMD200$24,1580.01%
246GENERAL DYNAMICS CORPGD87$22,9240.01%
247ZIMMER BIOMET HOLDINGS INCZBH217$22,9220.01%
248DRAFTKINGS INC NEW CL ADKNG600$22,3200.01%
249CONSOLIDATED EDISON INCED250$22,3080.01%
250CONSTELLATION BRANDS INC-ASTZ100$22,1000.01%
251INTERNATIONAL BUSINESS MACHINEINTR100$21,9830.01%
252APOLLO GLOBAL MANAGEMENT INC03769M106132$21,8010.01%
253VF CORPORATIONVFC1,000$21,4600.01%
254ILLINOIS TOOL WORKS45230810983$21,0450.01%
255DELL TECHNOLOGIES INC COM CL CDELL182$20,9740.01%
256THERMO FISHER SCIENTIFIC INC.TMO39$20,2890.01%
257INTUIT INCINTU32$20,1120.01%
258UNITED CONTINENTAL HOLDINGS INUNTCW200$19,4200.01%
259CORNING INCGLW403$19,1510.01%
260VANGUARD GROWTH ETF92290873646$18,8800.01%
261PAYCHEX INCPAYX134$18,7890.01%
262BOSTON PROPERTIES INCBXP250$18,5900.01%
263DISCOVER FINANCIAL SERVICES254709108107$18,5360.01%
264ADOBE SYS INCADBE41$18,2320.01%
265ISHARES MBS ETF464288588196$17,9690.01%
266MFC INVESCO S&P500 EQUAL WEIGHIVZ100$17,5230.01%
267SPDR AMEX ENERGY SELECT81369Y506200$17,1320.01%
268INTEL CORPINTC831$16,6620.01%
269SOLVENTUM CORP COMSOLV250$16,5150.01%
270FORTUNE BRANDS INNOVATIONS INCFBIN239$16,3310.01%
271MIDDLEBY CORPMIDD120$16,2540.01%
272STANLEY BLACK & DECKER INCSWK200$16,0580.01%
273FACTSET RESEARCH SYSTEMS INC30307510533$15,8490.01%
274HYATT HOTELS CORP CL AH100$15,6980.01%
275COGNIZANT TECH SOLUTIONS-ACTSH200$15,3800.01%
276PEPSICO INCPEP100$15,2060.01%
277TRANSOCEAN LTDRIG4,000$15,0000.01%
278MORGAN STANLEYMS-PQ119$14,9610.01%
279KRAFT HEINZ COKHC484$14,8640.01%
280WABTEC CORP COM92974010878$14,7880.01%
281WILLIAMS COS INC969457100269$14,5580.01%
282LAM RESEARCH CORP NEWLRCX200$14,4460.01%
283TC ENERGY CORPTRPRF300$13,9590.00%
284BARRICK GOLD CORP067901108900$13,9500.00%
285ASML HOLDING NV-NY REG SHSASMLF20$13,8620.00%
286SCHWAB INTERMEDI808524854570$13,8450.00%
287KINDER MORGAN INCEP-PC500$13,7000.00%
288EMERSON ELECTRIC COEMR110$13,6320.00%
289GENERAL MILLS INC370334104200$12,7540.00%
290ISHARES CORE HIG46429B663109$12,2360.00%
291TJX COMPANIES INC872540109100$12,0810.00%
292CARRIAGE SERVICES INC143905107300$11,9550.00%
293PRUDENTIAL FINANCIAL INCPUKPF100$11,8530.00%
294VANGUARD CHARLOTTE FDS INTL BD92203J407238$11,6740.00%
295BCE INC NEWBCPPF500$11,5900.00%
296SPDR S&P 600 SMALL CAP VALUE78464A300125$10,9060.00%
297ISHARES S&P SMALL-CAP 600 VALU464287879100$10,8610.00%
298DOMINION ENERGY INCD199$10,7180.00%
299PAYPAL HOLDINGS INCPYPL123$10,4980.00%
300FIRSTENERGY CORPFE263$10,4620.00%
301UNILEVER PLC SPONSORED ADRUNLYF183$10,3760.00%
302VANGUARD LT TREA92206C847184$10,1840.00%
303LUMEN TECHNOLOGIES INCLUMN1,914$10,1630.00%
304CONOCOPHILLIPSCOP100$9,9170.00%
305DUPONT DE NEMOURS INCDD128$9,7600.00%
306KINROSS GOLD CORPKGCRF1,000$9,2700.00%
307VANGUARD FTSE EMERGING MARKET922042858210$9,2480.00%
308KROGER COKR150$9,1730.00%
309METLIFE INCMET-PF110$9,0070.00%
310SCHWAB US REIT ETF808524847412$8,6770.00%
311BROOKFIELD CORP VTG SHS CL A11271J107150$8,6180.00%
312CHARLES SCHWAB CORP NEWSCHW-PJ116$8,5850.00%
313MODERNA INCMRNA200$8,3160.00%
314VANGUARD INTERM-TERM BD FD ETF921937819111$8,2950.00%
315ATLANTIC UNION BANKSHARES CORP04911A107217$8,2200.00%
316HALLIBURTON CO.HAL300$8,1570.00%
317APPLIED MATERIALS INC03822210550$8,1320.00%
318VANGUARD-S/T COR92206C409104$8,1130.00%
319HALEON PLC - ADRHLNCF836$7,9750.00%
320ISHARES 20 YR TR46428743289$7,7720.00%
321SCHWAB US LARGE CAP808524300276$7,6920.00%
322SPDR PORT LNG TRM TRSRY78464A664287$7,5170.00%
323INGEVITY CORPNGVT180$7,3350.00%
324VODAFONE GROUP PLC NEW - SP AD92857W308854$7,2500.00%
325ACCENTURE PLC CL AACN20$7,0360.00%
326BHP BILLITON LTD SPON ADRBHPLF143$6,9830.00%
327PRIMIS FINANCIAL CORPFRST583$6,7980.00%
328SEMPRA ENERGYSREA76$6,6670.00%
329MATTHEWS INTL CORP-CLASS A577128101240$6,6430.00%
330UBER TECHNOLOGIES INCUBER100$6,0320.00%
331FIRST TRUST ENH SHORT MAT FD33739Q408100$5,9770.00%
332VANGUARD SMALL-CAP VALUE ETF92290861130$5,9450.00%
333L3HARRIS TECHNOLOGIES INCLHX28$5,8880.00%
334AMERICAN INTERNATIONAL GROUP02687478479$5,7510.00%
335SYSCO CORPSYY75$5,7350.00%
336NEXTERA ENERGY INCNEE-PW75$5,3770.00%
337OCCIDENTAL PETROLEUM CORP674599105100$4,9410.00%
338PIMCO HIGH INCOME FUND7220141071,000$4,8600.00%
339LOCKHEED MARTIN CORPLMT10$4,8590.00%
340SANOFI-ADRSNYNF100$4,8230.00%
341SCHWAB INTERNATIONAL808524805242$4,4770.00%
342BOEING CO.BA-PA25$4,4250.00%
343ALIBABA GROUP HOLDING-SP ADRBBAAY50$4,2400.00%
344ZOOM VIDEO COMMUNICATIONS INCZM50$4,0810.00%
345INVESCO PREFERRED ETFIVZ351$4,0470.00%
346PROTO LABS INCPRLB100$3,9090.00%
347SCHLUMBERGER LTDSLB100$3,8340.00%
348GLOBAL X MLP & E37954Y29363$3,8150.00%
349ISHARES 7-10 YR TREAS BD ETF46428744041$3,7900.00%
350ROKU INCROKU50$3,7170.00%
351LEMONADE INCLMND100$3,6680.00%
352CHARLES SCHWAB US MC808524508126$3,4910.00%
353NEWS CORP - CLASS B (NEW)NWSLL100$3,0430.00%
354BP PLC SPONSORED ADRBPPFF100$2,9560.00%
355ISHARES MSCI UNITED KINGDOM46435G33485$2,8820.00%
356VANGUARD SHORT-TERM TIPS92202080559$2,8570.00%
357NEWMONT MININGNEMCL76$2,8290.00%
358WEYERHAEUSER COWY100$2,8150.00%
359VANGUARD SM-CAP GROWTH ETF92290859510$2,8010.00%
360UNITED PARCEL SERVICE CL BUPS20$2,5220.00%
361ACCO BRANDS CORPACCO410$2,1530.00%
362BROOKFIELD ASSET MGMT LTD CL A11300410537$2,0050.00%
363ISHARES TIPS BOND ETF46428717618$1,9180.00%
364MFC SOURCE CAPITAL INC STK CLOSOR41$1,7830.00%
365INVESCO EMERGING MARKETS SOV DIVZ64$1,2680.00%
366SIRIUS XM HLDGS INC NEW COM82993310046$1,0490.00%
367STRATASYS LTDSSYS100$8890.00%
368NCR ATLEOS CORPNATL19$6440.00%
369NCR VOYIX CORPNCRRP38$5260.00%
370WARNER BROS DISCOVERY INCWBD33$3490.00%
371OCCIDENTAL PETE CORP WT EXP 0867459916212$3310.00%
372NOKIA CORP SPONSORED ADRNOKBF43$1900.00%
373AEYE INC WT EXPLIDRW1,000$800.00%
374LUMINAR TECHNOLOGIES INCLAZRQ1$50.00%
375ZOSANO PHARMA CORP98979H30128$00.00%
376CONTRA TRAWS PHARMA I RIGHTTRAW166$00.00%