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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

Williams Jones Wealth Management, LLC.

Quarter ended Q1 2024 · Filed May 7, 2024 · Accession 0001104659-24-058087

Total Value
$7.86B
Positions
552
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC COMAAPL2,164,975$371.2M4.73%
2MICROSOFT CORP COMMSFT856,350$360.3M4.59%
3COSTCO WHSL CORP NEW COM22160K105477,871$350.1M4.46%
4VISA INC COM CL AV1,176,525$328.3M4.18%
5ACCENTURE PLC IRELAND SHS CLASACN671,527$232.8M2.96%
6ALPHABET INC CAP STK CL AGOOG1,395,829$210.7M2.68%
7INTUIT COMINTU316,811$205.9M2.62%
8IDEXX LABS INC COM45168D104351,500$189.8M2.42%
9AMAZON COM INC COMAMZN1,042,999$188.1M2.40%
10NVIDIA CORP COMNVDA201,390$182.0M2.32%
11ZOETIS INC CL AZTS1,034,222$175.0M2.23%
12ECOLAB INC COMECL732,067$169.0M2.15%
13METTLER TOLEDO INTERNATIONAL CMTD116,784$155.5M1.98%
14AUTOMATIC DATA PROCESSING INCADP606,649$151.5M1.93%
15ROPER TECHNOLOGIES INC COMROP248,473$139.4M1.77%
16JOHNSON & JOHNSON COMJNJ874,912$138.4M1.76%
17STERIS PLC SHS USDSTE605,576$136.1M1.73%
18TJX COS INC NEW COM8725401091,254,194$127.2M1.62%
19HOME DEPOT INC COMHD331,072$127.0M1.62%
20THERMO FISHER SCIENTIFIC INC CTMO217,381$126.3M1.61%
21EATON CORP PLC SHSETN402,385$125.8M1.60%
22DANAHER CORP DEL COM235851102501,099$125.1M1.59%
23JPMORGAN CHASE & CO COMVYLD578,093$115.8M1.47%
24BERKSHIRE HATHAWAY INC DEL CLBRK-A274,006$115.2M1.47%
25APTARGROUP INC COMATR713,584$102.7M1.31%
26SHERWIN-WILLIAMS COSHW294,206$102.2M1.30%
27PEPSICO INC COMPEP578,642$101.3M1.29%
28ALCON AG ORD SHSALC1,152,189$96.0M1.22%
29DOVER CORPORATION (Special)DOV520,803$92.3M1.18%
30ALPHABET INC CAP STK CL CGOOG569,718$86.7M1.10%
31THE TRADE DESK INC COM CL A88339J105979,342$85.6M1.09%
32APOLLO GLOBAL MGMT INC COM CL03769M106688,438$77.4M0.99%
33O REILLY AUTOMOTIVE INC NEW CO67103H10765,217$73.6M0.94%
34BLACKSTONE GROUP INCBX559,378$73.5M0.94%
35BROADCOM INCAVGO52,147$69.1M0.88%
36CINTAS CORP COMCTAS97,341$66.9M0.85%
37MCCORMICK & CO INC COM NON VTGMKC-V867,503$66.6M0.85%
38ISHARES SHORT-TERM CORP B4642886461,151,986$59.1M0.75%
39INTUITIVE SURGICAL INC COM NEWISRG145,461$58.1M0.74%
40AMPHENOL CORP NEW CL A032095101442,802$51.1M0.65%
41ENTERPRISE PRODS PARTNERS L P2937921071,672,344$48.8M0.62%
42SYSCO CORP COMSYY561,224$45.6M0.58%
43ABBOTT LABS COMABLZF382,840$43.5M0.55%
44JACOBS SOLUTIONS INCJ269,198$41.4M0.53%
45PROGRESSIVE CORP OHIO COM743315103189,230$39.1M0.50%
46ONEX CORP SUB VTG68272K103522,014$39.1M0.50%
47EXXON MOBIL CORP COMXOM329,553$38.3M0.49%
48ROCKWELL AUTOMATION INCROK119,675$34.9M0.44%
49AMERICAN EXPRESS CO COMAXP152,255$34.7M0.44%
50AON PLC CLASS-A ORDINARY SHAREAON103,706$34.6M0.44%
51INTERNATIONAL BUSINESS MACHS CINTR181,205$34.6M0.44%
52HONEYWELL INTL INC438516106167,837$34.4M0.44%
53SPDR S&P 500 ETF TR TR UNITSPY63,363$33.1M0.42%
54QUANTA SVCS INC COM74762E102123,848$32.2M0.41%
55UNITEDHEALTH GROUP INC COMUNH63,029$31.2M0.40%
56PRICE T ROWE GROUP INC COMTROW250,499$30.5M0.39%
57WEX INC COMWEX128,428$30.5M0.39%
58MSCI INC COMMSCI54,279$30.4M0.39%
59LOWES COS INC COM548661107114,800$29.2M0.37%
60LAM RESEARCH CORP COMLRCX29,535$28.7M0.37%
61FORTIVE CORP COMFTV329,188$28.3M0.36%
62CROWN CASTLE INTL CORPCCI252,779$26.8M0.34%
63PIMCO DYNM INC STRGY-USD INCPDX1,225,191$26.0M0.33%
64VANGUARD INDEX FDS S&P 500 ETF92290836351,843$24.9M0.32%
65NIKE INC CL BNKE261,917$24.6M0.31%
66ADOBE SYS INC COMADBE47,906$24.2M0.31%
67STRYKER CORP COMSYK63,073$22.6M0.29%
68MARTIN MARIETTA MATERIALS57328410636,413$22.4M0.28%
69ROLLINS INC COMROL462,793$21.4M0.27%
70MICROCHIP TECHNOLOGY INCMCHPP236,353$21.2M0.27%
71CHEVRON CORP NEW COMCVX129,475$20.4M0.26%
72FORTINET INC COMFTNT298,525$20.4M0.26%
73ARCHER DANIELS MIDLAND COADM319,041$20.0M0.26%
74VERTIV HOLDINGS CO-AVRT233,299$19.1M0.24%
75BERKSHIRE HATHAWAY INC DEL CLBRK-A30$19.0M0.24%
76ILLINOIS TOOL WKS INC COM45230810967,177$18.0M0.23%
77LILLY ELI & CO COMLLY22,650$17.6M0.22%
78ISHARES TR HIGH YLD CORP464288513224,825$17.5M0.22%
79AMGEN INC COMAMGN58,048$16.5M0.21%
80PROLOGIS INC COMPLDGP126,675$16.5M0.21%
81MERCK & CO INC NEW COMMRK119,324$15.7M0.20%
82DISNEY WALT CO COM DISNEY254687106125,374$15.3M0.20%
83EMERSON ELEC CO COMEMR132,986$15.1M0.19%
84COMCAST CORP NEW CL ACCZ331,918$14.4M0.18%
85GRAINGER W W INC COM38480210413,856$14.1M0.18%
86CANADIAN PACIFIC KANSAS CITYCP158,171$13.9M0.18%
87VEEVA SYS INC CL A COMVEEV57,532$13.3M0.17%
88ABBVIE INC COMABBV71,316$13.0M0.17%
89ARCH CAP GROUP LTD ORDG0450A105139,380$12.9M0.16%
90ENERGY TRANSFER LPET-PI814,273$12.8M0.16%
91TEXAS INSTRS INC COM88250810473,400$12.8M0.16%
92DOVER CORP COMDOV71,295$12.6M0.16%
93T-MOBILE US INC COMTMUSZ76,963$12.6M0.16%
94AMERICAN TOWER CORP NEW COM03027X10062,326$12.3M0.16%
95VICTREX PLCG9358Y107728,000$11.9M0.15%
96SPDR S&P BIOTECHNOLOGY ETF78464A870125,383$11.9M0.15%
97AIR LEASE CORP CL AAIIR225,009$11.6M0.15%
98ORACLE CORP COMORCL-PD92,038$11.6M0.15%
99INVESCO QQQ TRUST SERIES 1IVZ25,773$11.4M0.15%
100PARKER HANNIFIN CORPPH19,231$10.7M0.14%
101CISCO SYS INC COMCSCO213,759$10.7M0.14%
102GENERAL MLS INC COM370334104149,908$10.5M0.13%
103APPLIED MATLS INC COM03822210548,985$10.1M0.13%
104ISHARES TR CORE S&P500 ETF46428720018,747$9.9M0.13%
105LVMH MOET HENNESSY LOU VUITTON50244130653,571$9.7M0.12%
106COLGATE PALMOLIVE CO COMCL104,594$9.4M0.12%
107WHITE MTNS INS GROUP LTD COMG9618E1075,193$9.3M0.12%
108CHIPOTLE MEXICAN GRILL INC CLCMG3,192$9.3M0.12%
109PAYCHEX INC COMPAYX74,635$9.2M0.12%
110RAYTHEON TECHNOLOGIES CORPRTX92,502$9.0M0.11%
111PROCTER AND GAMBLE CO COM74271810955,373$9.0M0.11%
112UNION PAC CORP COMUNP35,537$8.7M0.11%
113FLOWERS FOODS INC COMFLO349,503$8.3M0.11%
114ISHARES TR NASDAQ BIOTECH INDX46428755659,229$8.1M0.10%
115MAGNITE INCMGNI748,614$8.0M0.10%
116VANGUARD HIGH DIV YLD ETF92194640665,508$7.9M0.10%
117COCA COLA CO COMKO125,552$7.7M0.10%
118DARDEN RESTAURANTS INC COMDRI45,694$7.6M0.10%
119SPDR S&P MIDCAP 400 INDEXMDY12,802$7.1M0.09%
120DEERE & CO COMDE17,079$7.0M0.09%
121LAUDER ESTEE COS INC CL A51843910441,501$6.4M0.08%
122GENMAB A/S SHSGNMSF20,736$6.4M0.08%
123CATERPILLAR INC DEL COMCAT16,533$6.1M0.08%
124PFIZER INC COMPFE213,548$5.9M0.08%
125ONEOK INC NEW COMOKE71,045$5.7M0.07%
126GENERAL ELECTRIC CO COM36960430131,531$5.5M0.07%
127CHURCH & DWIGHT INC COMCHD52,449$5.5M0.07%
128ISHARES RUSSELL 2000 ETF46428765524,848$5.2M0.07%
129ADVANCED MICRO DEVICES INC COMAMD27,980$5.1M0.06%
130MASTERCARD INCORPORATED CL AMA10,222$4.9M0.06%
131PNC FINL SVCS GROUP INC69347510530,075$4.9M0.06%
132ENOVIS CORPENOV75,261$4.7M0.06%
133VANGUARD WORLD FDS INF TECH ET92204A7028,950$4.7M0.06%
134ALBERTSONS COS INC CLASS A013091103207,807$4.5M0.06%
135AIR PRODS & CHEMS INC COMAIIR18,185$4.4M0.06%
136SHOCKWAVE MED INC COM82489T10413,435$4.4M0.06%
137EQUINIX INC COM PAR $0.001EQIX5,016$4.1M0.05%
138CIGNA CORPORATION COM12552310011,278$4.1M0.05%
139VANGUARD 500 INDEX FUND - ADM9229087108,431$4.1M0.05%
140PHILIP MORRIS INTL INC COM71817210944,510$4.1M0.05%
141SELECT SECTOR SPDR TR TECHNOLO81369Y80319,110$4.0M0.05%
142MCDONALDS CORP COMMCD13,821$3.9M0.05%
143LOCKHEED MARTIN CORPLMT8,444$3.8M0.05%
144SOUTHWEST AIRLS CO COM844741108130,394$3.8M0.05%
145INVESCO S&P 500 EQUAL WEIGHT EIVZ21,852$3.7M0.05%
146KLA-TENCOR CORP COMKLAC5,260$3.7M0.05%
147VANGUARD INDEX FDS TOT STKIDX92290872828,954$3.7M0.05%
148BANK AMER CORP COM06050510495,792$3.6M0.05%
149GOLDMAN SACHS GROUP INCGSCE8,596$3.6M0.05%
150NXP SEMICONDUCTORS N V COMNXPI13,907$3.4M0.04%
151WELLS FARGO CO NEW COM94974610158,810$3.4M0.04%
152SPDR GOLD TRUSTGLD16,442$3.4M0.04%
153CANADIAN NATL RY CO COM13637510225,251$3.3M0.04%
154DEXCOM INC COMDXCM23,588$3.3M0.04%
155EOG RES INC COMEOG25,460$3.3M0.04%
156AUTOZONE INC COMAZO1,028$3.2M0.04%
157AGILENT TECHNOLOGIES INC COMA21,903$3.2M0.04%
158S&P GLOBAL INCSPGI7,469$3.2M0.04%
159AMERIPRISE FINL INC COM03076C1066,902$3.0M0.04%
160MOODYS CORPMCO7,441$2.9M0.04%
161NETFLIX INC COMNFLX4,802$2.9M0.04%
162MARATHON PETE CORP COMMARA14,473$2.9M0.04%
163VANGUARD SPECIALIZED PORTFOLIO92190884415,891$2.9M0.04%
164AMPLIFY CYBERSECURITY ETF03210866444,509$2.9M0.04%
165BROOKFIELD CORPORATION11271J10767,132$2.8M0.04%
166META PLATFORMS INCMETA5,788$2.8M0.04%
167NORFOLK SOUTHERN CORP65584410810,901$2.8M0.04%
168BROWN-FORMAN CORP - CLASS BBF-B53,710$2.8M0.04%
169CONOCOPHILLIPS COMCOP21,435$2.7M0.03%
170GENMAB A S SPONSORED ADRGNMSF89,435$2.7M0.03%
171GRAYSCALE BITCOIN TRUST BTCGBTC42,270$2.7M0.03%
172HP INCHPQ85,373$2.6M0.03%
173CSX CORP COMCSX68,792$2.6M0.03%
174US BANCORP DEL COM NEWUSB-PS57,009$2.5M0.03%
175VANGUARD INDEX FDS SMALL CP ET92290875111,061$2.5M0.03%
176LINDE PUBLIC LTDLIN5,416$2.5M0.03%
177MPLX LP COM UNIT REP LTDMPLXP59,983$2.5M0.03%
178PIMCO DYNAMIC INCOME FD SHS72201Y101128,532$2.5M0.03%
179ANALOG DEVICES INCADI12,439$2.5M0.03%
180VALERO ENERGY CORP NEW COMVLO14,279$2.4M0.03%
181INTEL CORP COMINTC54,958$2.4M0.03%
182CDW CORP COMCDW9,291$2.4M0.03%
183WASTE MGMT INC DEL COM94106L10910,821$2.3M0.03%
184ALLIANCEBERNSTEIN HOLDING LP U01881G10666,350$2.3M0.03%
185QUALCOMM INC COMQCOM13,358$2.3M0.03%
186BRISTOL MYERS SQUIBB CO COMCELG-RI40,831$2.2M0.03%
187KIMBERLY CLARK CORP COMKMB16,937$2.2M0.03%
188AMERICAN WTR WKS CO INC NEW CO03042010317,772$2.2M0.03%
189INTERCONTINENTAL EXCHANGE INC45866F10415,489$2.1M0.03%
190MFA FINL INC COM55272X607180,662$2.1M0.03%
191MONDELEZ INTL INC CL A60920710529,079$2.0M0.03%
192PHILLIPS 66 COMPSX12,179$2.0M0.03%
193L3HARRIS TECHNOLOGY INCLHX9,198$2.0M0.02%
194CARRIER GLOBAL CORPORATION COMCARR33,544$1.9M0.02%
195WATSCO INC COMWSO-B4,479$1.9M0.02%
196TARGET CORP COMTGT10,773$1.9M0.02%
197NESTLE S A SPONSORED ADR64106940617,909$1.9M0.02%
198TESLA MTRS INC COMTSLA10,780$1.9M0.02%
199VANGUARD INDEX FDS TOTAL STK M9229087697,284$1.9M0.02%
200YUM BRANDS INC COMYUM13,537$1.9M0.02%
201NEXTERA ENERGY INC COMNEE-PW29,357$1.9M0.02%
202FIDELITY CONTRAFUND INC COM31607110997,863$1.9M0.02%
203BROWN FORMAN CORPBF-B34,356$1.8M0.02%
204MARRIOTT INTL INC NEW CL A5719032027,189$1.8M0.02%
205SERVICENOW INC COMNOW2,368$1.8M0.02%
206MKS INSTRUMENT INC COMMKSI13,330$1.8M0.02%
207FIDELITY CONCORD STR TR 500 ID3159117509,519$1.7M0.02%
208FIDELITY GROWTH CO FUND31620010447,049$1.7M0.02%
209KEYSIGHT TECHNOLOGIES INC COMKEYS10,993$1.7M0.02%
210CONSTELLATION BRANDS INC CL ASTZ6,303$1.7M0.02%
211REGENERON PHARMACEUTICALS COMREGN1,779$1.7M0.02%
212KELLANOVABEKE29,636$1.7M0.02%
213NATIONAL RESH CORP COM NEW63737220241,998$1.7M0.02%
214ASML HOLDING N V N Y REGISTRYASMLF1,710$1.7M0.02%
215HEWLETT PACKARD ENTERPRISE COHPE-PC90,953$1.6M0.02%
216MORGAN STANLEY COM NEWMS-PQ17,084$1.6M0.02%
217BECTON DICKINSON & CO COMBDX6,448$1.6M0.02%
218UNITED RENTALS INC COMURI2,195$1.6M0.02%
219EDWARDS LIFESCIENCES CORP COMEW16,550$1.6M0.02%
220TYSON FOODS INC CL ATSN26,300$1.5M0.02%
221BOEING CO COMBA-PA7,901$1.5M0.02%
222ALPS ETF TR ALERIAN MLP00162Q45232,128$1.5M0.02%
223NUCOR CORP COMNUE7,475$1.5M0.02%
224UNIVERSAL HLTH SVCS INC CL B9139031008,019$1.5M0.02%
225BLACKSTONE SECD LENDING FD COMBX46,900$1.5M0.02%
226VANGUARD BD INDEX FD INC INTER92193781919,266$1.5M0.02%
227DIAMONDBACK ENERGY INC COMFANG7,316$1.4M0.02%
228BOOKING HOLDINGS INCBKNG394$1.4M0.02%
229VERIZON COMMUNICATIONS INC COMVZ34,052$1.4M0.02%
230MOTOROLA SOLUTIONS INC COM NEWMSI3,983$1.4M0.02%
231HERSHEY CO COMHSY7,210$1.4M0.02%
232OCCIDENTAL PETE CORP DEL COM67459910521,421$1.4M0.02%
233HORMEL FOODS CORPHRL39,387$1.4M0.02%
234WAL-MART STORES INC COMWMT22,815$1.4M0.02%
235CRYOPORT INC COM PAR $0.001CYRX76,898$1.4M0.02%
236BLACKROCK ETF TRUST II FLEXIBLBLK25,352$1.3M0.02%
237QUANTERIX CORP COMQTRX56,337$1.3M0.02%
238AMERICAN CENTY MUT FDS INC ULT02508388215,849$1.3M0.02%
239VANECK SEMICONDUCTOR ETF92189F6765,764$1.3M0.02%
240ISHARES COMEX GOLD TR ISHARESIAU30,821$1.3M0.02%
241FISERV INC COMFISV8,065$1.3M0.02%
2421/100 BERKSHIRE HATHAWAY CL ABRK-A200$1.3M0.02%
243SALESFORCE COM INC COMCRM4,167$1.3M0.02%
244CROWDSTRIKE HOLDINGS INCCRWD3,820$1.2M0.02%
245CME GROUP INC COMCME5,666$1.2M0.02%
246STARBUCKS CORP COMSBUX13,340$1.2M0.02%
247COOPER COS INC COM NEW21664850112,000$1.2M0.02%
248WATTS WATER TECHNOLOGIES AWTS5,700$1.2M0.02%
249DELL INC COMDELL10,297$1.2M0.01%
250INGREDION INC COMINGR10,010$1.2M0.01%
251WILLIAMS COS INC DEL COM96945710028,940$1.1M0.01%
252NOVARTIS A G SPONSORED ADRNVSEF11,537$1.1M0.01%
253TARGA RES CORP COMTRGP9,734$1.1M0.01%
254VANGUARD INDEX FDS LCP INDX AD9229085798,968$1.1M0.01%
255SENSIENT TECHNOLOGIES CORP COMSXT15,682$1.1M0.01%
256PDF SOLUTIONS INC COMPDFS32,000$1.1M0.01%
257DUKE ENERGY CORPDUKB11,037$1.1M0.01%
258SELECT SECTOR SPDR TR SBI INT-81369Y60524,945$1.1M0.01%
259FIFTH THIRD BANCORP COMFITBM28,022$1.0M0.01%
260MEDTRONIC PLC SHSMDT11,939$1.0M0.01%
261PACKAGING CORP OF AMERICA6951561095,398$1.0M0.01%
262VANGUARD INDEX FDS MCAP GR IDX9229085384,305$1.0M0.01%
263LAMB WESTON HLDGS INC COMLW9,421$1.0M0.01%
264SMUCKER J M CO COM NEW8326964057,969$1.0M0.01%
265SCHWAB CAP TR S&P 500IDX SEL80850985512,160$982,6810.01%
266VANGUARD MID-CAP ETF9229086293,855$963,2100.01%
267VERALTO CORP COM SHSVLTO10,782$955,9320.01%
268D R HORTON INC23331A1095,741$944,6820.01%
269BCE INC COM NEWBCPPF27,630$938,8670.01%
270RALPH LAUREN CORP CL ARL4,948$929,0360.01%
271KROGER CO COMKR16,255$928,6480.01%
272GE HEALTHCARE TECHNOLOGYGEHC9,970$906,3830.01%
273ISHARES TR S&P SMALL CAP 6004642878048,199$906,1530.01%
274CORNING INC COMGLW27,464$905,2130.01%
275SELECT SECTOR SPDR TR SBI CONS81369Y4074,890$899,2220.01%
276CONAGRA BRANDS INCCAG30,245$896,4620.01%
277SCHLUMBERGER LTD COMSLB16,113$883,1540.01%
278TRANE TECHNOLOGIES PLC SHSTT2,900$870,5800.01%
279FIRST TRUST NASDAQ CYBERSECURI33734X84615,130$853,1810.01%
280ULTA SALON COSMETCS & FRAG INCULTA1,597$835,0390.01%
281GRAYSCALE ETHEREUM TR ETH SHS38963810731,914$834,5510.01%
282MORNINGSTAR INC COMMORN2,600$801,7620.01%
283PUTNAM EQUITY INCOME FD NEW CL74674510823,079$799,2240.01%
284OTIS WORLDWIDE CORP COMOTIS8,000$794,1600.01%
285FEDEX CORP COMFDX2,735$792,4390.01%
286BLACKROCK INC COMBLK936$780,3430.01%
287MCKESSON CORP COMMCK1,450$778,4330.01%
288CORTEVA INC COMCTVA13,480$777,3920.01%
289LABORATORY CORP AMER HLDGS COM50540R4093,547$774,8780.01%
290CAMPBELL SOUP CO COMCPB17,413$774,0080.01%
291BERKLEY W R CORP COMWRB-PH8,687$768,2780.01%
292MARSH & MCLENNAN COS INC5717481023,724$767,0700.01%
293CHOICE HOTELS INTL INC COM1699051066,000$758,1000.01%
294TRANSDIGM GROUP INC COMTDG611$752,5080.01%
295NORTHROP GRUMMAN CORP COMNOC1,551$742,4020.01%
296ALTRIA GROUP INC COMMO16,949$739,3150.01%
297AT&T INC COMT-PC41,871$736,9280.01%
298NOVO-NORDISK A S ADRNONOF5,722$734,7050.01%
299VULCAN MATLS CO9291601092,679$731,1530.01%
300VERISK ANALYTICS INC CL AVRSK3,099$730,5270.01%
301VANGUARD HEALTH CARE ETF92204A5042,695$729,0510.01%
302STAAR SURGICAL CO COM PAR $0.0STAA18,900$723,4920.01%
303DAVIS NY VENTURE FD INC CL A23908010424,253$722,9730.01%
304BROOKFIELD ASSET MANAGEMENT -11300410516,976$713,3320.01%
305COTERRA ENERGY INCCTRA25,408$708,3750.01%
306FREEPORT-MCMORAN INC.FCX14,982$704,4540.01%
307AVERY DENNISON CORPAVY3,131$698,9960.01%
308FASTENAL CO COMFAST8,927$688,6290.01%
309HESS CORP COMHESM4,503$687,3380.01%
310NORTHERN FDS STK INDEX FDNTRSO12,624$681,4480.01%
311MATSON INC COMMATX6,052$680,2450.01%
312SIG COMBIBLOC GROUP AGH7640611730,300$664,4120.01%
313CHUBB LIMITED COMCB2,560$663,3730.01%
314ANSYS INC COM03662Q1051,903$660,6450.01%
315COGNIZANT TECHNOLOGY SOLUTIONSCTSH8,901$652,3540.01%
316ISHARES TR CORE S&P MCP ETF46428750710,520$638,9850.01%
317METLIFE INC COMMET-PF8,490$629,1940.01%
318JP MORGAN EXCHANGE TRADED FD U46641Q83712,406$625,8830.01%
319CBOE GLOBAL MARKETS INC COM12503M1083,374$619,9050.01%
320PRICE T ROWE GROWTH STK FD INC7414791096,345$616,3350.01%
321GENERAL DYNAMICS CORP COMGD2,178$615,2630.01%
322SELECT SECTOR SPDR TR SBI HEAL81369Y2094,149$612,9320.01%
323BANK NEW YORK MELLON CORP COM06405810010,578$609,5040.01%
324DIAGEO P L C SPON ADR NEWDGEAF4,028$599,1250.01%
325VANGUARD FTSE ALL-WORLD EX-U.S92204277510,196$597,9950.01%
326VANGUARD MID CAP INDEX FUND AD9229086451,918$593,7300.01%
327GLOBE LIFE INCGL-PD5,067$589,6470.01%
328AMERICAN INTL GROUP INC COM NE0268747847,475$584,3210.01%
329DUPONT DE NEMOURS INCDD7,565$580,0090.01%
330T ROWE PR BLUE CHIP GROW77954Q1063,400$579,0580.01%
331DOW INC COMDOW9,962$577,0990.01%
332RESMED INC COMRSMDF2,901$574,4850.01%
333ALLSTATE CORPALL-PJ3,300$570,9330.01%
334SHELL PLC SPON ADSRYDAF8,392$562,6000.01%
335VANGUARD VALUE ETF9229087443,446$561,2160.01%
336SELECT SECTOR SPDR TR SBI INT-81369Y5065,914$558,3410.01%
337BP PLC SPONSORED ADRBPPFF14,742$555,4790.01%
338SELECT SECTOR SPDR TR COMMUNIC81369Y8526,738$550,2250.01%
339FOUR CORNERS PPTY TR INC COM35086T10922,405$548,2500.01%
340DTE ENERGY CO COMDTK4,886$547,9160.01%
341AMETEK INC NEW COMAME2,964$542,1160.01%
342ISHARES TR S&P 500 GRWT ETF4642873096,418$541,9360.01%
343SONY GROUP CORP SP ADRSNEJF6,271$537,6760.01%
344SPDR DOUBLELINE TOTAL RETURN T78467V84813,375$535,6690.01%
345CITIGROUP INC COM NEWC-PR8,359$528,6230.01%
346BROOKFIELD INFRAST PARTNERS LPG1625210116,644$519,4590.01%
347BWX TECHNOLOGIES INC COMBWXT5,057$518,9490.01%
348AEROVIRONMENT INCAVAV3,373$517,0130.01%
349ALLISON TRANSMISSION HLDGS INCALSN6,334$514,0670.01%
350RAYMOND JAMES FINANCIAL INC CO7547301094,000$513,6800.01%
351FIDELITY NATL INFORMATION SVCS31620M1066,913$512,8060.01%
352TRAVELERS COMPANIES INC COMTRV2,207$507,9190.01%
353FRANKLIN RES INC COMBEN18,025$506,6830.01%
354VANGUARD WORLD CONSUMER DISC E92204A1081,586$503,9200.01%
355ENBRIDGE INC COMENNPF13,881$502,2150.01%
356VANGUARD WORLD FDS INDUSTRIAL92204A6032,056$501,9720.01%
357JPMORGAN TR II EQTY INCOME SL4812C049820,331$499,1290.01%
358CHENIERE ENERGY INC COM NEWLNG3,072$495,4520.01%
359ISHARES BITCOIN TRUSTIBIT11,961$484,0620.01%
360RIO TINTO PLC SPONSORED ADRRTNTF7,550$481,2370.01%
361UNITED PARCEL SVC INC CL BUPS3,233$480,5210.01%
362KENVUE INC COMKVUE22,289$478,3220.01%
363VERTEX PHARMACEUTICALS INC COMVRTX1,141$476,9490.01%
364SCHWAB STRATEGIC TR US LRG CAP8085242017,670$475,9920.01%
365UNILEVER PLC SPON ADR NEWUNLYF9,469$475,2490.01%
366TE CONNECTIVITY LTD REG SHSTEL3,241$470,7230.01%
367PPL CORP COMPPLC16,951$466,6610.01%
368VANGUARD INDEX FDS SMCP INDEX9229086864,222$462,4240.01%
369VANGUARD CHARLOTTE FDS INTL BD92203J4079,388$461,7960.01%
370J P MORGAN EXCHANGE TRADED FD46641Q6549,040$458,6900.01%
371CVS HEALTH CORPORATIONCVS5,750$458,6200.01%
372JPMORGAN TR II LARGE CAP GR S4812C05306,462$451,1160.01%
373VANGUARD INDEX FDS GROWTH ETF9229087361,307$449,8690.01%
374WEYERHAEUSER COWY12,520$449,5930.01%
375INTERNATIONAL FLAVORS&FRAGRANC4595061015,190$446,2880.01%
376EQUIFAX INC COMEFX1,648$440,8730.01%
377CAMBRIDGE BANCORP COM1321521096,450$439,6320.01%
378VANGUARD MSCI EAFE ETF9219438588,669$434,9240.01%
379AMERICA MOVIL SA DE CV ADR SERAMXOF23,103$431,1020.01%
380WABTEC CORP COM9297401082,931$427,0500.01%
381VICI PPTYS INC COM92565210914,100$420,0390.01%
382VANGUARD INDEX FDS SM CP VAL E9229086112,178$417,9150.01%
383VANGUARD BD INDEX FDS LONG TER9219377935,761$416,6930.01%
384CHARTER COMMUNICATIONS INC DEL16119P1081,433$416,4730.01%
385GENUINE PARTS CO COMGPC2,685$415,9870.01%
386VANGUARD WORLD FDS CONSUM STP92204A2072,034$415,2210.01%
387GILEAD SCIENCES INC COMGILD5,558$407,1240.01%
388SLM CORP COMSLMBP18,487$402,8320.01%
389BRUNELLO CUCINELLI S P A UNSPOBCUCF7,000$402,0100.01%
390ISHARES TR CORE MSCI TOTAL46432F8345,895$400,0350.01%
391ZIMMER BIOMET HLDGS INC COMZBH2,998$395,6760.01%
392ASTRAZENECA PLC SPONSORED ADRAZN5,821$394,3730.01%
393VANGUARD BALANCED INDEX-ADM9219312008,444$394,2370.01%
3943M CO COMMMM3,595$381,2940.00%
395VANGUARD TAX MANAGED INTL FD C9219438661,395$379,3520.00%
396TOYOTA MOTOR CORP COMJ9267611315,000$378,9230.00%
397LOEWS CORP COML4,779$374,1480.00%
398VIRNETX HOLDING CORPVHC58,916$373,4100.00%
399OMNICOM GROUP INC COMOMC3,857$373,2030.00%
400ABB LTDABLZF8,033$372,4100.00%
401CAMDEN NATL CORP COM13303410811,050$370,3960.00%
402NAVIENT CORPORATION COMJSM21,181$368,5490.00%
403VANECK VECTORS ETF TR92189F7262,200$365,9260.00%
404YUM CHINA HLDGS INC COMYUMC9,175$365,0730.00%
405ESAB CORPORATION COMESAB3,268$361,3430.00%
406ENPRO INDS INC COMNPO2,133$359,9860.00%
407MONSTER BEVERAGE CORPMNST6,000$355,6800.00%
408VANGUARD WORLD FDS HLTHCR INDX92204A8272,615$354,2040.00%
409WENDYS CO COM95058W10018,800$354,1920.00%
410AMCAP FD INC SHS CL F-20233758278,227$351,8530.00%
411VANGUARD STAR FD VG TL INTL ST9219097685,820$350,9460.00%
412BALL CORPBALL5,210$350,9460.00%
413VANGUARD STAR FD TL INT STK ID92190981810,795$349,3160.00%
414PUBLIC SVC ENTERPRISE GROUP CO7445731065,169$345,2020.00%
415ISHARES TR TIPS BD ETF4642871763,193$342,9600.00%
416SOUTHERN CO COMSOMN4,766$341,9130.00%
417BHP BILLITON LTD SPONSORED ADRBHPLF5,672$327,2180.00%
418TENET HEALTHCARE CORPTHC3,092$325,0000.00%
419SCHWAB CHARLES CORP NEW COMSCHW-PJ4,478$323,9390.00%
420REPUBLIC SERVICES INC CL A7607591001,670$319,7050.00%
421ADYEN N V SHSN3501V104187$316,3200.00%
422PERMIAN RESOURCES CORPPR17,900$316,1140.00%
423ADTHEORENT HOLDING COMPANY COMADT98,426$315,9470.00%
424ISHARES TR CORE MSCI EAFE46432F8424,228$313,8020.00%
425TREEHOUSE FOODS INC COM89469A1048,000$311,6000.00%
426ERIE INDTY CO CL A29530P102770$309,2090.00%
427HEXCEL CORP NEW COM4282911084,225$307,7910.00%
428J & J SNACK FOODS CORP COMJJSF2,129$307,7680.00%
429FACTSET RESH SYS INC COM303075105674$306,2590.00%
430KRAFT HEINZ CO COMKHC8,208$302,8750.00%
431TAIWAN SEMICONDUCTOR MFG CO SP8740391002,224$302,5840.00%
432HF SINCLAIR CORPDINO4,987$301,0650.00%
433ISHARES TR S&P 500 VALUE4642874081,604$299,6430.00%
434MUELLER INDS INC COM6247561025,524$297,9090.00%
435SEMPRA ENERGYSREA4,126$296,3710.00%
436DEVON ENERGY CORP25179M1035,825$292,2990.00%
437ICON PLC SHSICLR860$288,9170.00%
438PIMCO DYNAMIC INCOME OPRNTS FD69355M10721,890$288,2910.00%
439MODINE MFG CO COM6078281003,000$285,5700.00%
440ITT INCITT2,096$285,1190.00%
441HUBSPOT INC COMHUBS454$284,4580.00%
442ROWE T PRICE DIVID GROWTH FD C7795461003,671$280,3010.00%
443IQVIA HLDGS INC COMIQV1,104$279,1910.00%
444FT 10003 EQUITY INC SELEC-UI30325U20728,037$278,6880.00%
445NUVEEN NEW YORK ATM-FREE MUNINU25,466$276,8150.00%
446VIATRIS INCVTRS23,163$276,5660.00%
447BORGWARNER INC COMBWA7,959$276,4960.00%
448XPO LOGISTICS INC COMXPO2,250$274,5680.00%
449VANGUARD INDEX FDS GRW INDEX A9229086601,539$272,6620.00%
450RITHM CAPITAL CORPRITM-PF24,350$271,7460.00%
451ELEVANCE HEALTH INCELV512$265,4920.00%
452EASTMAN CHEM CO COMEMN2,642$264,7810.00%
453SCHEIN HENRY INC COMHSIC3,400$256,7680.00%
454ALLIANZ FDS RCM MIDCAP INS01891968846,962$252,6570.00%
455ISHARES TR RUSSELL 3000464287689835$250,5670.00%
456NEXTERA ENERGY PARTNERS LP COMNEE-PW8,325$250,4160.00%
457RBC BEARINGS INC COMRBC926$250,3440.00%
458PIMCO FDS PAC INVT MGMT SER ST69339040319,800$249,0860.00%
459UGI CORP NEW COM90268110510,068$247,0690.00%
460NUTRIEN LTD COMNTR4,506$244,7210.00%
461TOYOTA MOTOR CORP SP ADR REP2CTOYOF971$244,3810.00%
462LOOMIS SAYLES FDS II GROWTH FD5434871109,344$243,9610.00%
463ISHARES MSCI EAFE INDEX4642874653,030$241,9760.00%
464ANNALY CAP MGMT INC COMNLY-PJ12,250$241,2030.00%
465GABELLI ASSET FD SH BEN INT3623951054,659$241,0400.00%
466SAMSARA INCIOT6,377$240,9870.00%
467INTL PAPER CO COM4601461036,150$239,9730.00%
468EQUITY BANCSHARES INCEQBK6,900$237,1530.00%
469GLOBAL PMTS INC COM37940X1021,769$236,4450.00%
470SCHWAB STRATEGIC TR SCHWAB FDT8085247634,122$235,0780.00%
471SCHWAB STRATEGIC TR SCHWAB FDT8085247713,487$234,9890.00%
472ISHARES TR U.S. PFD STK ETF4642886877,261$234,0220.00%
473AMERICAN BEACON FDS CL Y02452730110,485$232,4570.00%
474CARDINAL HEALTH INCCAH2,070$231,6330.00%
475DODGE & COX STK FD COM256219106891$229,9900.00%
476L OREAL CO ADR5021172032,424$229,7950.00%
477VANGUARD SCOTTSDALE FDS INT-TE92206C8702,843$228,8900.00%
478AMERICAN FINL GROUP INC OHIO C0259321041,658$226,2840.00%
479LIVE NATION INC COMLYV2,130$225,2900.00%
480PAYPAL HLDGS INC COMPYPL3,353$224,6170.00%
481TOOTSIE ROLL INDS INC COM8905161076,988$223,8100.00%
482FRANCO NEVADA CORP COMFNV1,864$222,1140.00%
483EPAM SYS INC COMEPAM800$220,9280.00%
484ISHARES BARCLAYS AGGREGATE4642872262,249$220,2670.00%
485ARES DYNAMIC CR ALLOCATION FD04014F10215,435$219,6350.00%
486ISHARES TR FLTG RATE BD ETF46429B6554,252$217,1070.00%
487CLOROX CO DEL COMCLX1,413$216,3440.00%
488REGAL REXNORD CORPORATION COMRRX1,200$216,1200.00%
489FAIRFAX FINL HLDGS LTD SUB VTGFRFFF200$215,8080.00%
490PENNYMAC MTG INVT TR COM70931T10314,500$212,8600.00%
491CENCORA INCCOR873$212,1300.00%
492SCHWAB STRATEGIC TR US DIVIDEN8085247972,610$210,4440.00%
493SCHWAB STRATEGIC TR US TIPS ET8085248704,028$210,1000.00%
494TRADEWEB MKTS INC CL A8926721062,005$208,8610.00%
495PIMCO CORPORATE OPP FDPTY14,030$208,6330.00%
496JEFFRIES FINANCIAL GROUP INC47233W1094,700$207,2700.00%
497SCHWEITZER-MAUDUIT INTL INC COMATV11,027$206,7560.00%
498DOORDASH INC CL ADASH1,500$206,5800.00%
499FT UT10035DIGR22RM30325N69023,131$205,2410.00%
500VANGUARD WORLD FDS FINANCIALS92204A4052,001$204,8820.00%