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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

Haverford Trust Co

Quarter ended Q1 2024 · Filed May 2, 2024 · Accession 0001104659-24-056097

Total Value
$9.57B
Positions
382
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (382)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT1,264,776$532.1M5.56%
2APPLE INCAAPL2,485,145$426.2M4.45%
3J.P. MORGAN CHASE & COVYLD1,521,671$304.8M3.18%
4MASTERCARDMA627,922$302.4M3.16%
5BLACKROCK INCBLK325,455$271.3M2.83%
6ACCENTURE LTDACN755,687$261.9M2.74%
7LOWES COS INC548661107957,211$243.8M2.55%
8ISHARES CORE S&P SMALL-CAP ETF4642878042,158,804$238.6M2.49%
9PEPSICO INCPEP1,302,908$228.0M2.38%
10COSTCO WHSL CORP NEW COM22160K105310,239$227.3M2.37%
11ORACLE SYS CORPORCL-PD1,800,931$226.2M2.36%
12UNITEDHEALTH GROUP INCUNH448,525$221.9M2.32%
13ISHARES CORE MSCI EAFE ETF46432F8422,766,791$205.4M2.15%
14RAYTHEON TECHNOLOGIES CORPRTX2,023,189$197.3M2.06%
15JOHNSON & JOHNSONJNJ1,237,905$195.8M2.05%
16TJX COS INC NEW8725401091,852,573$187.9M1.96%
17HONEYWELL INTERNATIONAL, INC.438516106910,649$186.9M1.95%
18ISHARES CORE MSCI EMERGING MARKETS ETF46434G1033,478,217$179.5M1.88%
19ISHARES CORE S&P 500 ETF464287200328,129$172.5M1.80%
20S&P GLOBAL INCSPGI391,371$166.5M1.74%
21UNITED PARCEL SVC INC CL BUPS1,074,722$159.7M1.67%
22CHEVRON CORPORATIONCVX996,413$157.2M1.64%
23ISHARES CORE S&P MID-CAP ETF4642875072,576,660$156.5M1.64%
24THERMO FISHER SCIENTIFIC INCTMO228,666$132.9M1.39%
25AVANTIS EMERGING MARKETS EQ0250726042,232,347$129.4M1.35%
26CVS HEALTH CORPORATIONCVS1,587,035$126.6M1.32%
27MEDTRONIC PLCMDT1,439,956$125.5M1.31%
28EATON CORP, PLCETN389,168$121.7M1.27%
29AON PLCAON347,264$115.9M1.21%
30MERCK & COMRK821,450$108.4M1.13%
31AVANTIS INTERNATIONAL SMALL CAP VALUE0250728021,619,214$106.6M1.11%
32AIR PRODUCTS & CHEMICALS INCAIIR426,687$103.4M1.08%
33TEXAS INSTRUMENTS INC882508104582,908$101.5M1.06%
34ISHARES SHORT-TERM CORPORATE BOND ETF4642886461,846,099$94.7M0.99%
35STARBUCKS CORPSBUX1,025,012$93.7M0.98%
36COCA-COLA COKO1,469,075$89.9M0.94%
37VANGUARD FTSE PACIFIC ETF9220428661,036,188$78.8M0.82%
38NEXTERA ENERGY, INC.NEE-PW1,232,549$78.8M0.82%
39MCKESSON CORPMCK141,767$76.1M0.80%
40ISHARES EDGE MSCI USA QUALIT46432F339443,753$72.9M0.76%
41MCDONALDS CORPMCD256,528$72.3M0.76%
42NIKE INC CL BNKE717,045$67.4M0.70%
43AUTOMATIC DATA PROCESSINGADP263,820$65.9M0.69%
44CISCO SYS INCCSCO1,271,478$63.5M0.66%
45VANGUARD DIVIDEND921908844336,364$61.4M0.64%
46VERIZON COMMUNICATIONSVZ1,459,701$61.2M0.64%
47ISHARES FLOATING RATE BOND E46429B6551,186,233$60.6M0.63%
48ISHARES 0-5 YEAR TIPS BOND ETF46429B747603,567$60.0M0.63%
49SPDR S&P 600 SMALL CAP GROWTH ETF78464A201660,529$57.6M0.60%
50VANGUARD TOTAL STOCK MARKET922908769214,231$55.7M0.58%
51ISHARES INTERMEDIATE TERM CORP BOND ETF4642886381,061,812$54.8M0.57%
52VANGUARD FTSE EUROPE ETF922042874784,639$52.8M0.55%
53SPDR TR UNIT SER 1SPY97,185$50.8M0.53%
54VANGUARD TOTAL INTL STOCK INDEX FUND ETF921909768832,369$50.2M0.52%
55ISHARES BARCLAYS MBS BOND FUND464288588540,307$49.9M0.52%
56STRYKER CORPSYK135,991$48.7M0.51%
57ILLINOIS TOOL WKS INC452308109177,690$47.7M0.50%
58INTUIT INCINTU72,289$47.0M0.49%
59HOME DEPOT INCHD114,044$43.7M0.46%
60nVENT ELECTRIC PLCNVT549,354$41.4M0.43%
61PROCTER & GAMBLE742718109245,715$39.9M0.42%
62AMERICAN TOWER CORP03027X100198,113$39.1M0.41%
63MASCO CORPMAS474,038$37.4M0.39%
64SKYWORKS SOLUTIONS INCSWKS314,328$34.0M0.36%
65ZOETIS INC.ZTS179,578$30.4M0.32%
66DOW INCDOW519,225$30.1M0.31%
67TE CONNECTIVITY LTDTEL197,991$28.8M0.30%
68MCCORMICK & COMKC-V371,321$28.5M0.30%
69QUALCOMM INCQCOM152,912$25.9M0.27%
70BERKSHIRE HATHAWAY INC DELBRK-A40$25.4M0.27%
71VANGUARD LARGE - CAP ETF922908637105,504$25.3M0.26%
72PHILIP MORRIS INTL,INC718172109269,699$24.7M0.26%
73ISHARES 1-3 YEAR TREASURY BOND ETF464287457301,171$24.6M0.26%
74ASML HOLDINGS N.V.ASMLF24,967$24.2M0.25%
75ISHARES RUSSELL 1000 GROWTH INDEX FUND46428761461,815$20.8M0.22%
76JOHNSON CONTROLS INTERNATIONAL PLCG51502105300,401$19.6M0.21%
77LOCKHEED MARTIN CORPLMT39,869$18.1M0.19%
78BERKSHIRE HATHAWAY INC DEL CL BBRK-A42,685$17.9M0.19%
79ABBVIE INC.ABBV98,446$17.9M0.19%
80GENUINE PARTS COGPC115,604$17.9M0.19%
81ISHARES EDGE MSCI USA VALUE FACTO46432F388154,862$16.8M0.18%
82SCHWAB FUNDAMENTAL LARGE CAP808524771248,503$16.7M0.17%
83EXXON MOBIL CORPXOM135,391$15.7M0.16%
84CME GROUP INC.CME71,293$15.3M0.16%
85GENTEX CORPGNTX413,718$14.9M0.16%
86ALPHABET INC CL CGOOG97,716$14.9M0.16%
87ISHARES BARCLAYS 3-7 YEAR TREASURY BOND FUND464288661124,470$14.4M0.15%
88PFIZER INCPFE504,276$14.0M0.15%
89BECTON DICKINSONBDX56,183$13.9M0.15%
90AMERICAN ELECTRIC POWER025537101157,627$13.6M0.14%
91ISHARES RUSSELL 1000 VALUE INDEX FUND46428759871,948$12.9M0.13%
92VANGUARD S&P 500 ETF92290836326,276$12.6M0.13%
93ISHARES TR46434V860248,279$12.6M0.13%
94UNION PACIFIC CORPUNP51,062$12.6M0.13%
95DUPONT DE NEMOURS INCDD161,972$12.4M0.13%
96ISHARES BARCLAYS 7-10 YEAR TREASURY BOND FUND464287440130,770$12.4M0.13%
97AMAZON.COM INCAMZN66,778$12.0M0.13%
98ABBOTT LABSABLZF98,850$11.2M0.12%
99AMGEN INCAMGN38,671$11.0M0.11%
100CAPITAL GROUP GROWTH ETF14020G101335,180$10.7M0.11%
101ISHARES RUSSELL MID CAP INDEX FUND464287499110,279$9.3M0.10%
102GENERAL DYNAMICS CORPGD32,568$9.2M0.10%
103INVESCO QQQ TRUST SERIES 1IVZ19,758$8.8M0.09%
104KENVUE INCKVUE405,117$8.7M0.09%
105DISNEY WALT PRODUCTIONS25468710670,459$8.6M0.09%
106ISHARES ULTRA SHORT-TERM BOND46434V878165,252$8.4M0.09%
107INVESCO S&P 500 EQUAL WEIGHT ETFIVZ48,962$8.3M0.09%
108SPDR HEALTH CARE SEL SEC81369Y20954,759$8.1M0.08%
109ALPHABET INC - CL AGOOG53,399$8.1M0.08%
110VISA IN - CLASS AV27,374$7.6M0.08%
111VANGUARD INFO TECH ETF92204A70213,075$6.9M0.07%
112VANGUARD SMALL-CAP ETF92290875129,701$6.8M0.07%
113WASTE MGMT INC DEL94106L10931,267$6.7M0.07%
114ISHARES MSCI USA MINIMUM VOL46429B69768,360$5.7M0.06%
115COMCAST CORP NEW COM CL ACCZ124,699$5.4M0.06%
116EMERSON ELECTRIC COEMR45,945$5.2M0.05%
117VANGUARD HIGH DIVIDEND YIELD ETF92194640641,889$5.1M0.05%
118NVIDIA CORPNVDA5,441$4.9M0.05%
119TARGET CORPTGT27,472$4.9M0.05%
120COLGATE-PALMOLIVE COCL53,427$4.8M0.05%
121UNILEVER PLC SPONSORED ADRUNLYF95,579$4.8M0.05%
122ISHARES EDGE MSCI USA MOMENT46432F39624,202$4.5M0.05%
123GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETFNVGLF131,215$4.5M0.05%
124CORTEVA INCCTVA76,909$4.4M0.05%
125SHERWIN WILLIAMS COSHW12,453$4.3M0.05%
126LINDE PLCLIN9,211$4.3M0.04%
127VANGUARD FTSE DEVELOPED MARKETS ETF92194385883,641$4.2M0.04%
128VANGUARD SHORT TERM BOND ETF92193782754,617$4.2M0.04%
129VANGUARD FTSE EMERGING MARKET ETF92204285897,732$4.1M0.04%
1303M COMPANYMMM37,991$4.0M0.04%
131WALMART INCWMT66,933$4.0M0.04%
132GLOBAL X S&P 500 CATHOLIC VALUES ETF37954Y88963,033$4.0M0.04%
133MIDCAP SPDR TRUST SERIES 1MDY7,114$4.0M0.04%
134ISHARES RUSSELL 1000 INDEX FUND46428762213,572$3.9M0.04%
135BRISTOL MYERS SQUIBB COCELG-RI71,716$3.9M0.04%
136LILLY, ELI & COMPANYLLY4,833$3.8M0.04%
137NORFOLK SOUTHERN CORP65584410814,599$3.7M0.04%
138NOVARTIS AG - ADRNVSEF37,843$3.7M0.04%
139NESTLE S A SPON ADR REG64106940634,332$3.6M0.04%
140GLAXOSMITHKLINE PLCGLAXF83,295$3.6M0.04%
141VANGUARD TOTAL BOND MARKET92193783547,870$3.5M0.04%
142DANAHER CORP23585110213,606$3.4M0.04%
143NOVO-NORDISK A/S SPONS ADRNONOF26,260$3.4M0.04%
144CONOCOPHILLIPSCOP25,382$3.2M0.03%
145KIMBERLY CLARK CORPKMB23,868$3.1M0.03%
146WELLS FARGO CO94974610152,773$3.1M0.03%
147VANGUARD FTSE ALL WORLD SC ETF92204271826,116$3.1M0.03%
148ISHARES S&P 500 GROWTH INDEX FUND46428730935,003$3.0M0.03%
149ISHARES DJ SELECT DIVIDEND INDEX FUND46428716823,741$2.9M0.03%
150JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF47103U85262,267$2.8M0.03%
151WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUNDWT35,989$2.7M0.03%
152ISHARES TRUST ISHARES MSCI ACWI EX US INDEX FUND46428824049,683$2.7M0.03%
153ISHARES CORE MSCI ACMI46432F83438,758$2.6M0.03%
154AMERICAN EXPRESS COAXP11,508$2.6M0.03%
155BROADCOM LTDAVGO1,975$2.6M0.03%
156ALTRIA GROUP INC COMMO59,650$2.6M0.03%
157INTEL CORPINTC57,852$2.6M0.03%
158ADOBE SYSTEMSADBE5,022$2.5M0.03%
159ISHARES DJ US TECHNOLOGY SECTOR INDEX FUND46428772118,555$2.5M0.03%
160AFLACAFL28,778$2.5M0.03%
161CHUBB LTDCB9,170$2.4M0.02%
162CATERPILLAR INCCAT6,208$2.3M0.02%
163DIAGEO PLC - SPONSORED ADRDGEAF15,219$2.3M0.02%
164POWERSHARES FTSE RAFI US 1KIVZ58,840$2.3M0.02%
165TECHNOLOGY SELECT SECT SPDR81369Y80310,799$2.2M0.02%
166INTERNATIONAL BUSINESS MACHINESINTR11,766$2.2M0.02%
167ISHARES BARCLAYS INTERMEDIATE GOVERNMENT/CREDIT BO46428861221,013$2.2M0.02%
168ISHARES 0-3 MONTH TREASURY BOND ETF46436E71821,110$2.1M0.02%
169SPDR S&P DIVIDEND ETF78464A76316,187$2.1M0.02%
170META PLATFORMS, INC. CLASS AMETA4,304$2.1M0.02%
171ENTERPRISE PRODUCTS PARTNERS29379210771,238$2.1M0.02%
172ISHARES RUSSELL 2000 INDEX FUND4642876559,672$2.0M0.02%
173SHELL PLC - ADRRYDAF29,915$2.0M0.02%
174PHILLIPS 66PSX12,278$2.0M0.02%
175VANGUARD MID-CAP ETF9229086297,973$2.0M0.02%
176VANGUARD ESG INTL STOCK ETF92191072533,310$1.9M0.02%
177OSHARES U.S. SMALL-CAP QUALITY DIVIDEND ETF00162Q39544,255$1.9M0.02%
178ISHARES ESG MSCI USA SMALL- CAP46435U66346,591$1.9M0.02%
179VANGUARD REIT ETF92290855321,556$1.9M0.02%
180CHURCH & DWIGHT COCHD17,809$1.9M0.02%
181ISHARES CORE DIVIDEND GROWTH ETF46434V62130,500$1.8M0.02%
182ELEVANCE HEALTH INCELV3,372$1.7M0.02%
183MORGAN STANLEYMS-PQ17,815$1.7M0.02%
184DEERE & CO.DE4,056$1.7M0.02%
185ISHARES RUSSELL 2000 GROWTH INDEX FUND4642876486,011$1.6M0.02%
186CANADIAN PACIFIC KANSAS CITYCP18,444$1.6M0.02%
187ISHARES MSCI ACWI ETF46428825714,562$1.6M0.02%
188VANGUARD CONSUMER DISCRETIONARY ETF92204A1085,046$1.6M0.02%
189MONDELEZ INTERNATIONAL INC CL A60920710522,326$1.6M0.02%
190ISHARES MSCI EMERGING MARKETS MINIMUM VOLATILITY I46428653327,500$1.6M0.02%
191SYSCO CORPSYY18,987$1.5M0.02%
192ENERGY TRANSFERET-PI95,128$1.5M0.02%
193SPDR GOLD TRUSTGLD7,250$1.5M0.02%
194VANGUARD VALUE ETF9229087449,131$1.5M0.02%
195KLA - TENCOR CORPROATIONKLAC2,096$1.5M0.02%
196PNC FINANCIAL CORP6934751058,631$1.4M0.01%
197TRANSDIGM GROUP, INC.TDG1,123$1.4M0.01%
198TRAVELERS COMPANIES INCTRV5,309$1.2M0.01%
199ISHARES MSCI EAFE INDEX FUND46428746515,163$1.2M0.01%
200COMM SERV SELECT SECTOR SPDR81369Y85214,697$1.2M0.01%
201TRANE TECHNOLOGIES PLCTT3,923$1.2M0.01%
202MARATHON PETROLEUM CORPMARA5,803$1.2M0.01%
203PROGRESSIVE CORP OHIO7433151035,588$1.2M0.01%
204PUBLIC STORAGEPSA-PS3,922$1.1M0.01%
205BANK OF AMERICA06050510429,628$1.1M0.01%
206ISHARES MSC EAFE ESG46435G51613,931$1.1M0.01%
207VANGUARD ESG US STOCK ETF92191073311,831$1.1M0.01%
208SAP SE SPONSORED ADRSAPGF5,594$1.1M0.01%
209SALESFORCE.COM INCCRM3,512$1.1M0.01%
210VANGUARD WELLINGTON FD92193587010,500$1.1M0.01%
211MARRIOTT INTL INC NEW CL A5719032024,167$1.1M0.01%
212THE HERSHEY COMPANYHSY5,351$1.0M0.01%
213ENERGY SELECT SECTOR SPDR81369Y50610,998$1.0M0.01%
214ISHARES MSCI EM ESG OP46434G86332,029$1.0M0.01%
215DOLLAR GENERAL CORP2566771056,614$1.0M0.01%
216GILEAD SCIENCES INCGILD14,057$1.0M0.01%
217CHEMOURS COMPANYCC38,314$1.0M0.01%
218AT&T INCT-PC56,981$1.0M0.01%
219JP MORGAN EQUITY PREMIUM INCOME ETF46641Q33217,227$996,7540.01%
220DUKE ENERGY CORPDUKB10,145$981,1620.01%
221NORTHROP GRUMMAN CORPNOC2,033$973,1160.01%
222ISHARES S&P US PREFERRED STOCK INDEX FUND46428868729,748$958,7780.01%
223VANGUARD GROWTH ETF9229087362,783$957,9820.01%
224SCHWAB US LARGE-CAP VALUE ETF80852440912,582$955,9530.01%
225GOLDMAN SACHS GROUP INC COMGSCE2,267$946,9030.01%
226ARTHUR J GALLAGHER & CO3635761093,742$935,6500.01%
227ESSENTIAL UTILITIES INC29670G10225,145$931,6220.01%
228GENERAL ELECTRIC3696043015,301$930,4850.01%
229ISHARES MSCI USA ESG SELECT4642888028,480$925,7620.01%
230FASTENAL COMPANYFAST11,867$915,4200.01%
231GOLDMAN SACHS ACCESS INV GRADE CORP BOND ETFNVGLF19,879$910,2690.01%
232U S BANCORPUSB-PS19,761$883,3170.01%
233ISHARES DJ US HEALTH CARE SECTOR INDEX FUND46428776214,270$883,3130.01%
234THE BLACKSTONE GROUP INCBX6,700$880,1790.01%
235CINCINNATI FINANCIAL CORP1720621017,045$874,7780.01%
236SERVICE NOW INC.NOW1,115$850,0760.01%
237ISHARES RUSSELL MID CAP GROWTH INDEX FUND4642874817,377$842,0110.01%
238CONSTELLATION BRANDS INCSTZ3,097$841,6410.01%
239NETFLIX INCNFLX1,360$825,9690.01%
240ISHARES RUSSELL 2000 VALUE INDEX FUND4642876305,196$825,1770.01%
241CIGNA CORP1255231002,252$817,9040.01%
242BAXTER INTL INC07181310918,730$800,5200.01%
243PUBLIC SVC ENTERPRISES74457310611,792$787,4700.01%
244MICROCHIP TECHNOLOGYMCHPP8,762$786,0390.01%
245WW GRAINGER INC384802104758$771,1130.01%
246DOVER CORPDOV4,315$764,5750.01%
247BOEING COBA-PA3,933$759,0300.01%
248SPDR NUVEEN BARCLAYS SHORT TERM MUNI78468R73915,458$733,3280.01%
249CONSTELLATION ENERGY CORPCEG3,848$711,3030.01%
250ISHARES NASDAQ BIOTECHNOLOGY4642875565,177$710,3880.01%
251DOMINION ENERGY INCD14,296$703,2200.01%
252ISHARES US CONSUMER DISCRETIONARY ETF4642875808,370$686,0890.01%
253FIRST COMMONWEALTH FINANCIAL31982910748,890$680,5490.01%
254ISHARES US FINANCIALS ETF4642877887,041$673,4720.01%
255INTL FLAVORS & FRAGRANCES4595061017,814$671,9260.01%
256INTERCONTINENTAL EXCHANGE45866F1044,812$661,3130.01%
257BOOKING HOLDINGS INC.BKNG181$656,6460.01%
258AGILENT TECHNOLOGIES INC COMA4,423$643,5910.01%
259COPART, INCCPRT11,095$642,6220.01%
260ISHARES TR4642872266,317$618,6870.01%
261AMERICAN WTR WK0304201034,963$606,5280.01%
262WSFS FINANCIAL CORP92932810213,307$600,6780.01%
263CLOROX COCLX3,923$600,6510.01%
264M & T BK CORP55261F1044,089$594,7040.01%
265ISHARES MSCI EM MKTS EX CHINA46434G76410,184$586,2930.01%
266GENERAL MILLS INC3703341048,338$583,4100.01%
267FEDEX CORPFDX2,002$580,0590.01%
268AMETEK INCAME3,115$569,7340.01%
269WISDOMTREE L/C DIVIDEND FDWT7,802$563,2260.01%
270TYLER TECHNOLOGIES INCTYL1,314$558,4630.01%
271NUVEEN ESG EMERGING MARKETSNU20,000$550,0000.01%
272CANADIAN NATL RAILWAY CO1363751024,100$540,0110.01%
273ISHARES MSCI EMERGING MARKETS INDEX FUND46428723413,092$537,8190.01%
274PAYCHEX INCPAYX4,302$528,2860.01%
275ESTEE LAUDER COS INC CL A5184391043,409$525,4970.01%
276VANGUARD MEGA CAP VALUE ETF9219108404,379$523,3340.01%
277CONSOLIDATED EDISON INCED5,692$516,8910.01%
278ROPER INDUSTRIES INC.ROP910$510,3640.01%
279THE TRADE DESK INC88339J1055,830$509,6590.01%
280UNITED RENTALS INCURI699$504,0560.01%
281SCHWAB US MID CAP ETF8085245086,180$503,2370.01%
282ISHARES DJ US INDUSTRIAL SECTOR INDEX FUND4642877543,988$501,3310.01%
283PIMCO ENHANCED SHORT MATURITY ETF72201R8334,967$499,3820.01%
284PPG INDS INC6935061073,417$495,1230.01%
285ANALOG DEVICESADI2,442$483,0030.01%
286CUMMINS INCCMI1,638$482,6370.01%
287SCHWAB US DVD EQUITY ETF8085247975,961$480,6350.01%
288ISHARES S&P SHORT TERM NATIONAL AMT-FREE MUNICIPAL4642881584,573$478,9300.01%
289PARKER-HANNIFIN CORPPH858$477,0210.00%
290SCHWAB (CHARLES) CORPSCHW-PJ6,580$475,9970.00%
291SEI INVESTMENTS CO7841171036,613$475,4750.00%
292ISHARES MORNINGSTAR MID-CAP ETF4642882086,517$474,6330.00%
293MOODYS CORP COMMCO1,196$470,0640.00%
294ONEOK INCOKE5,828$467,2310.00%
295ISHARES S&P MID CAP 400 GROWTH INDEX FUND4642876064,976$454,0600.00%
296HUBBELL INCHUBB1,090$452,4050.00%
297LAM RESEARCH CPLRCX465$451,7800.00%
298VANGUARD HEALTHCARE ETF92204A5041,666$450,6860.00%
299ISHARES S&P 500 VALUE ETF4642874082,408$449,8380.00%
300KROGER COKR7,647$436,8730.00%
301EXELON CORPEXC11,490$431,6790.00%
302VANGUARD MEGA CAP ETF9219108732,270$424,1950.00%
303CINTAS CORPCTAS616$423,2100.00%
304ISHARES RUSSELL 3000 INDEX FUND4642876891,400$420,1120.00%
305SCHWAB US SMALL-CAP ETF8085246078,501$418,5750.00%
306ISHARES NORTH AMERICAN TECH-SOFTWARE ETF4642875154,875$415,6910.00%
307ASTRA ZENECA PLC ADRAZN6,047$409,6840.00%
308ISHARES US HEALTH CARE PROVIDERS ETF4642888287,365$401,6870.00%
309ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF4642885135,072$394,2470.00%
310SOUTHERN COSOMN5,426$389,2610.00%
311INVESCO S&P 500 EQUAL WEIGHTIVZ11,000$387,0900.00%
312HEICO CORPORATIONHEI-A2,508$386,0820.00%
313ISHARES DOW JONES INTERNATIONAL SELECT DIVIDEND IN46428844813,740$385,2700.00%
314TESLA MOTORS INTSLA2,150$377,9490.00%
315INDUSTRIAL SELECT SECT SPDR81369Y7042,992$376,8720.00%
316ISHARES IBOXX $ INVESTOP INVESTMENT GRADE BOND FUN4642872423,448$375,5560.00%
317GOLDMAN SACHS ACTIVEBETA EMERGING MARKETSNVGLF11,830$370,7520.00%
318PAYPAL HOLDINGS, INC.PYPL5,408$362,2820.00%
319TRUIST FINANCIAL CORP89832Q1099,187$358,1090.00%
320VALERO ENERGY CORPVLO2,097$357,9370.00%
321SCHWAB INTERNATIONAL EQUITY ETF8085248059,147$356,9160.00%
322GLOBAL PAYMENTS INC37940X1022,660$355,5360.00%
323FACTSET RESEARCH303075105772$350,7890.00%
324ISHARES MSCI USA ESG OP46435G4253,028$348,0990.00%
325AUTODESK INCADSK1,327$345,5770.00%
326WEC ENERGY GROUP INCWEC4,174$342,7690.00%
327APPLIED MATLS INC0382221051,641$338,4230.00%
328WATSCO INCWSO-B772$333,4810.00%
329JP MORGAN EXCHANGE TRADED46641Q8376,350$320,3580.00%
330ISHARES MSCI EAFE GROWTH INDEX FUND4642888853,040$315,5220.00%
331IISHARES CORE S&P TOTAL US4642871502,660$306,6980.00%
332GARTNER INCIT640$305,0690.00%
333ECOLAB INCECL1,306$301,5550.00%
334PPL CORP COMPPLC10,951$301,4810.00%
335DISCOVER FINANCIAL SERVICES2547091082,275$298,1980.00%
336DIAMONDBACK ENERGY INCFANG1,504$298,0480.00%
337PROLOGISPLDGP2,282$297,1620.00%
338VANGUARD MID-CAP GROWTH ETF9229085381,230$290,0220.00%
339ISHARES S&P MID CAP 400 VALUE INDEX FUND4642877052,435$288,0360.00%
340ENBRIDGE INC.ENNPF7,955$287,8120.00%
341EOG RESOURCES INCEOG2,231$285,2110.00%
342CARRIER GLOBAL CORPCARR4,902$284,9530.00%
343LITHIA MOTORS INC CL A536797103947$284,9140.00%
344CENCORA INCCOR1,162$284,2720.00%
345ISHARES TR4642884142,602$279,9750.00%
346WEST PHARMACEUTICAL SERVICES955306105686$271,4570.00%
347REGENERON PHARMACEUTICALSREGN280$269,4970.00%
348INVESCO S&P 500 HIGH DIVIDEND LOW VOL ETFIVZ6,000$266,4000.00%
349MICRON TECHNOLOGY INCMU2,241$264,1910.00%
350GOLDMAN SACHS TREAS ACC ETFNVGLF2,616$263,9280.00%
351JP MORGAN ALERIAN MLP INDEXVYLD9,100$259,2590.00%
352SCHLUMBERGERSLB4,624$253,4410.00%
353BRUNSWICK CORPBC-PC2,611$252,0140.00%
354HILTON WORLDWIDE HLDHLT1,166$248,7190.00%
355OREILLY AUTOMOTIVE67103H107218$246,0960.00%
356UTILITIES SELECT SECTOR SPDR81369Y8863,720$244,2180.00%
357NORTHERN TR CORPNTRSO2,741$243,7300.00%
358KKR & CO INCKKRT2,333$234,6530.00%
359DIMENSIONSAL U.S. CORE EQUITY 2 ETF25434V7087,239$231,2860.00%
360ISHARES U S ETF TR46431W6483,115$220,5420.00%
361PRUDENTIAL FINL INCPUKPF1,822$213,9030.00%
362VANGUARD INTL EQUITY INDEX9220427421,925$212,7130.00%
363GLATFELTER CORP377320106105,650$211,3000.00%
364NUCOR CORPNUE1,066$210,9610.00%
365MARTIN MARIETTA MATERIALS573284106343$210,5810.00%
366ISHARES RUSSELL MID CAP VALUE INDEX FUND4642874731,666$208,8000.00%
367HALEON PLCHLNCF24,454$207,6140.00%
368COGNIZANT TECH SOLUTIONS - ACTSH2,829$207,3370.00%
369IDEXX LABORATORIES45168D104384$207,3330.00%
370OTIS WORLDWIDE CORPOTIS2,076$206,0850.00%
371ISHARES SILVER TRUSTSLV9,000$204,7500.00%
372GRACO INCGGG2,158$201,6870.00%
373FISERV INCFISV1,256$200,7340.00%
374DARDEN RESTAURANTSDRI1,174$196,2340.00%
375UGI CORP NEW9026811057,986$195,9760.00%
376ROCKWELL INTL CORP NEWROK662$192,8600.00%
377EASTMAN CHEM COEMN1,907$191,1200.00%
378ALLSTATE CORPALL-PJ1,095$189,4460.00%
379VULCAN MATERIALS CO929160109671$183,1290.00%
380BANK NEW YORK MELLON CORP0640581003,047$175,5680.00%
381NUVEEN PA INVT QUALITY MUN FDNU14,765$174,5220.00%
382PRIMIS FINANCIAL CORPFRST10,000$121,7000.00%