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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 COMBINATION REPORT

Sandy Spring Bank

Quarter ended Q1 2024 · Filed May 8, 2024 · Accession 0001104659-24-058460

Total Value
$2.20B
Positions
1,994
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES S&P MIDCAP 400 INDEX4642875072,257,608$137.1M6.41%
2ISHARES S&P 500 INDEX FUND464287200168,314$88.5M4.14%
3ISHARES S&P SMALLCAP 600 INDEX FUND464287804531,582$58.8M2.75%
4SPDR S&P 500 ETF TRSPY104,890$54.9M2.56%
5MIDCAP 400 SPDR TRUST SERIES 1MDY93,288$51.9M2.43%
6NVIDIA CORPNVDA55,050$49.7M2.32%
7APPLE INCAAPL270,275$46.3M2.17%
8MICROSOFT CORPMSFT109,228$46.0M2.15%
9MICROSOFT CORPMSFT99,171$41.7M1.95%
10AMAZON COM INCAMZN199,471$36.0M1.68%
11ISHARES CORE S&P VALUE ETF464287663393,356$35.6M1.66%
12ISHARES CORE S&P US GROWTH464287671276,443$32.4M1.51%
13APPLE, INC.AAPL185,584$31.8M1.49%
14WISDOMTREE TRWT599,343$29.2M1.37%
15J P MORGAN EXCHANGE TRADED F46641Q332478,274$27.7M1.29%
16ALPHABET INC-CL CGOOG164,684$25.1M1.17%
17BERKSHIRE HATHAWAY INC BBRK-A55,116$23.2M1.08%
18ISHARES S&P 500 INDEX FUND46428720042,488$22.3M1.04%
19VANGUARD MSCI EAFE ETF921943858436,890$21.9M1.02%
20ALPHABET INC -CL AGOOG118,407$17.9M0.84%
21J P MORGAN CHASE & COVYLD84,630$17.0M0.79%
22J P MORGAN CHASE & COVYLD78,942$15.8M0.74%
23HOME DEPOT, INCHD39,403$15.1M0.71%
24MASTERCARD, INCMA30,934$14.9M0.70%
25DANAHER CORP23585110259,059$14.7M0.69%
26NVIDIA CORPNVDA15,669$14.2M0.66%
27BLACKSTONE INCBX97,477$12.8M0.60%
28LOWE'S COMPANIES, INC54866110750,116$12.8M0.60%
29JOHNSON & JOHNSONJNJ80,118$12.7M0.59%
30MC DONALDS CORPMCD44,505$12.5M0.59%
31ISHARES TR46434V456313,980$12.5M0.58%
32ISHARES S&P SMALLCAP 600 INDEX FUND464287804109,688$12.1M0.57%
33SALESFORCE.COM, INCCRM39,198$11.8M0.55%
34DIMENSIONAL ETF TRUST25434V724278,344$11.4M0.53%
35WAL-MART STORES, INCWMT186,136$11.2M0.52%
36THERMO FISHER SCIENTIFIC, INCTMO18,989$11.0M0.52%
37DIMENSIONAL ETF TRUST25434V609198,951$10.8M0.51%
38PEPSICO, INCPEP58,875$10.3M0.48%
39META PLATFORMS, INC. CL AMETA20,817$10.1M0.47%
40VANGUARD SCOTTSDALE FDS92206C680115,771$10.0M0.47%
41MICROCHIP TECHNOLOGY INCORPORATEDMCHPP111,512$10.0M0.47%
42PALO ALTO NETWORKS INCPANW33,889$9.6M0.45%
43NEXTERA ENERGY, INCNEE-PW150,331$9.6M0.45%
44ELI LILLY AND COMPANYLLY12,295$9.6M0.45%
45ELEVANCE HEALTH INCELV18,402$9.5M0.45%
46RTX CORPORATIONRTX96,544$9.4M0.44%
47TJX COMPANIES, INC.87254010992,818$9.4M0.44%
48EXXON MOBIL CORPORATIONXOM80,270$9.3M0.44%
49COSTCO WHOLESALE CORPORATION22160K10512,263$9.0M0.42%
50STRYKER CORPSYK24,895$8.9M0.42%
51ISHARES RUSSELL 1000 INDEX FUND46428762230,577$8.8M0.41%
52ISHARES DOW JONES US TECHNOLOGY SECTOR INDEX46428772164,932$8.8M0.41%
53AMERICAN EXPRESS COAXP37,693$8.6M0.40%
54ORACLE CORPORATIONORCL-PD67,869$8.5M0.40%
55VISA INC AV30,352$8.5M0.40%
56ZOETIS INCZTS49,973$8.5M0.40%
57BLACKROCK, INCBLK10,033$8.4M0.39%
58CISCO SYSTEMS, INCCSCO167,325$8.4M0.39%
59WALT DISNEY COMPANY25468710666,616$8.2M0.38%
60WASTE MANAGEMENT INC94106L10938,114$8.1M0.38%
61MASTERCARD, INCMA16,484$7.9M0.37%
62AMERICAN TOWER CORP03027X10040,025$7.9M0.37%
63AMAZON COM INCAMZN43,688$7.9M0.37%
64CAPITAL ONE FINANCIAL CORP14040H10552,826$7.9M0.37%
65PALO ALTO NETWORKS INCPANW26,487$7.5M0.35%
66ACCENTURE PLC CL AACN21,346$7.4M0.35%
67TECHNOLOGY SELECT SECTOR SPDR81369Y80335,394$7.4M0.34%
68ACCENTURE PLC CL AACN20,940$7.3M0.34%
69MARRIOTT INTERNATIONAL, INC CL A57190320228,689$7.2M0.34%
70ABBOTT LABORATORIESABLZF63,250$7.2M0.34%
71VANGUARD MSCI EMERGING MARKETS ETF922042858169,340$7.1M0.33%
72META PLATFORMS, INC. CL AMETA14,471$7.0M0.33%
73ABBOTT LABORATORIESABLZF60,280$6.9M0.32%
74VANGUARD SHORT TERM CORPORATE BOND ETF92206C40988,612$6.9M0.32%
75ISHARES S&P MIDCAP 400 INDEX464287507112,300$6.8M0.32%
76TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD87403910049,872$6.8M0.32%
77ADOBE SYSTEMS INCADBE13,350$6.7M0.31%
78WALT DISNEY COMPANY25468710654,613$6.7M0.31%
79COSTCO WHOLESALE CORPORATION22160K1059,076$6.6M0.31%
80RAYTHEON TECHNOLOGIES CORPRTX67,323$6.6M0.31%
81VANGUARD GROWTH ETF92290873618,784$6.5M0.30%
82GOLDMAN SACHS GROUP INCGSCE15,128$6.3M0.30%
83UNITEDHEALTH GROUP INCORPORATEDUNH12,597$6.2M0.29%
84BERKSHIRE HATHAWAY INC BBRK-A14,743$6.2M0.29%
85J P MORGAN EXCHANGE TRADED F46641Q837118,206$6.0M0.28%
86HONEYWELL INTERNATIONAL, INC43851610628,878$5.9M0.28%
87THERMO FISHER SCIENTIFIC, INCTMO10,150$5.9M0.28%
88ABBVIE INCABBV32,112$5.8M0.27%
89EATON CORP PLCETN18,371$5.7M0.27%
90ISHARES IBONDS DEC 2025 CORP ETF46434VBD1230,262$5.7M0.27%
91WAL-MART STORES, INCWMT93,497$5.6M0.26%
92BRISTOL-MYERS SQUIBB COMPANYCELG-RI103,244$5.6M0.26%
93ISHARES IBONDS DEC 2027 CORP ETF46435UAA9234,155$5.6M0.26%
94PROCTER & GAMBLE COMPANY74271810934,192$5.5M0.26%
95LABORATORY CORPORATION OF AMERICA HOLDINGS50540R40925,385$5.5M0.26%
96FORTIVE CORPFTV63,944$5.5M0.26%
97ISHARES IBONDS DEC 2026 CORP ETF46435GAA0230,349$5.5M0.26%
98ISHARES IBONDS DEC 2028 CORP ETF46435U515219,494$5.5M0.26%
99MC DONALDS CORPMCD19,349$5.5M0.25%
100MATERIALS SELECT SECTOR SPDR TRUST81369Y10057,512$5.3M0.25%
101QUALCOMM INCORPORATEDQCOM31,397$5.3M0.25%
102ISHARES S&P MIDCAP 400 GROWTH INDEX FUND46428760658,247$5.3M0.25%
103DANAHER CORP23585110221,074$5.3M0.25%
104MERCK & CO INCMRK39,688$5.2M0.24%
105CONSUMER DISCRETIONARY SELECT SECTOR SPDR81369Y40728,417$5.2M0.24%
106DIMENSIONAL ETF TRUST25434V40190,984$5.2M0.24%
107CATERPILLAR INCCAT14,054$5.1M0.24%
108GOLDMAN SACHS GROUP INCGSCE12,312$5.1M0.24%
109THE CHARLES SCHWAB CORPORATIONSCHW-PJ69,419$5.0M0.23%
110ALPHABET INC-CL CGOOG32,816$5.0M0.23%
111ISHARES IBONDS DEC 2024 CORP ETF46434VBG4196,964$4.9M0.23%
112CONOCOPHILLIPSCOP38,498$4.9M0.23%
113ADOBE SYSTEMS INCADBE9,623$4.9M0.23%
114FINANCIAL SELECT SECTOR SPDR FUND81369Y605114,865$4.8M0.23%
115INTUITIVE SURGICAL INCISRG12,020$4.8M0.22%
116ISHARES S&P 500 INDEX FUND4642872009,039$4.8M0.22%
117BROOKFIELD CORP11271J107112,425$4.7M0.22%
118ISHARES IBONDS DEC 2029 CORP ETF46436E205205,772$4.7M0.22%
119AIR PRODUCTS & CHEMICALS INCAIIR19,250$4.7M0.22%
120S&P GLOBAL INCSPGI10,815$4.6M0.22%
121VERIZON COMMUNICATIONSVZ109,626$4.6M0.21%
122CONSTELLATION BRANDS INC ASTZ16,819$4.6M0.21%
123CHENIERE ENERGY, INCLNG28,244$4.6M0.21%
124CVS HEALTH CORPCVS56,908$4.5M0.21%
125THE CHARLES SCHWAB CORPORATIONSCHW-PJ62,131$4.5M0.21%
126ESTEE LAUDER COMPANIES CL A51843910429,067$4.5M0.21%
127APPLE INCAAPL25,850$4.4M0.21%
128SHELL PLC ADRRYDAF65,327$4.4M0.20%
129UTILITIES SELECT SECTOR SPDR FUND81369Y88666,615$4.4M0.20%
130JOHNSON & JOHNSONJNJ27,445$4.3M0.20%
131ISHARES IBONDS DEC 2030 CORP ETF46436E726202,433$4.3M0.20%
132SERVICENOW INCNOW5,582$4.3M0.20%
133COMCAST CORPORATION CLASS ACCZ97,488$4.2M0.20%
134ISHARES MSCI EAFE ETF46428746552,659$4.2M0.20%
135TRANE TECHNOLOGIES PLCTT13,865$4.2M0.19%
136INVESCO QQQ TRIVZ9,318$4.1M0.19%
137NIKE INC CL BNKE42,946$4.0M0.19%
138ISHARES IBONDS DEC 2031 CORP ETF46436E486195,015$4.0M0.19%
139DEERE & CODE9,637$4.0M0.18%
140HOME DEPOT, INCHD10,275$3.9M0.18%
141NORFOLK SOUTHERN CORPORATION65584410815,287$3.9M0.18%
142CIGNA CORP NEW12552310010,671$3.9M0.18%
143QUANTA SERVICES, INC74762E10214,676$3.8M0.18%
144ASML HOLDING N VASMLF3,904$3.8M0.18%
145UNILEVER PLC SPON ADRUNLYF75,071$3.8M0.18%
146MONDELEZ INTL INC60920710553,498$3.7M0.18%
147VISA INC AV13,364$3.7M0.17%
148TRUIST FINL CORP89832Q10992,589$3.6M0.17%
149AUTOMATIC DATA PROCESSING, INCADP14,279$3.6M0.17%
150FIRST TR EXCHANGE-TRADED FD33738D101120,212$3.5M0.17%
151T-MOBILE US INCTMUSZ20,875$3.4M0.16%
152AMERICAN EXPRESS COAXP14,807$3.4M0.16%
153ISHARES IBONDS DEC 2032 CORP ETF46436E312134,459$3.3M0.16%
154CHEVRON CORPORATIONCVX21,013$3.3M0.15%
155NIKE INC CL BNKE34,478$3.2M0.15%
156UNION PACIFIC CORPORATIONUNP13,121$3.2M0.15%
157ISHARES RUSSELL MIDCAP INDEX FUND46428749937,504$3.2M0.15%
158SHELL PLC ADRRYDAF46,713$3.1M0.15%
159ZOETIS INCZTS18,051$3.1M0.14%
160COCA-COLA COMPANYKO49,868$3.1M0.14%
161L3HARRIS TECHNOLOGIES INCLHX14,253$3.0M0.14%
162ALPHABET INC -CL AGOOG19,977$3.0M0.14%
163ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND46428755621,619$3.0M0.14%
164PROCTER & GAMBLE COMPANY74271810918,119$2.9M0.14%
165FIRST COMMONWEALTH FINANCIAL CORPORATION319829107208,544$2.9M0.14%
166INTEL CORPORATIONINTC64,990$2.9M0.13%
167MONDELEZ INTL INC60920710540,851$2.9M0.13%
168BLACKROCK INCBLK3,405$2.8M0.13%
169BOOKING HOLDINGS INCBKNG761$2.8M0.13%
170VANGUARD SMALL CAP ETF92290875111,870$2.7M0.13%
171HEALTH CARE SELECT SECTOR SPDR81369Y20918,134$2.7M0.13%
172AMPHENOL CORPORATION A03209510122,509$2.6M0.12%
173VEEVA SYS INCVEEV11,069$2.6M0.12%
174UNION PACIFIC CORPORATIONUNP10,346$2.5M0.12%
175OTIS WORLDWIDE CORPOTIS25,583$2.5M0.12%
176VANGUARD INFO TECH ETF92204A7024,843$2.5M0.12%
177SPDR S&P BANK ETF78464A79753,548$2.5M0.12%
178DIMENSIONAL ETF TRUST25434V50039,399$2.5M0.11%
179DIAGEO PLC ADRDGEAF16,447$2.4M0.11%
180VALERO ENERGY CORPORATIONVLO14,317$2.4M0.11%
181ELI LILLY AND COMPANYLLY3,134$2.4M0.11%
182ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FD46428729132,305$2.4M0.11%
183STARBUCKS CORPSBUX26,301$2.4M0.11%
184APTIV PLCAPTV30,040$2.4M0.11%
185ISHARES IBONDS DEC 2033 CORP ETF46436E13093,902$2.4M0.11%
186EATON CORP PLCETN7,443$2.3M0.11%
187DIMENSIONAL ETF TRUST25434V66676,689$2.3M0.11%
188SPDR S&P 500 ETF TRUSTSPY4,384$2.3M0.11%
189ASTRAZENECA PLC ADRAZN32,970$2.2M0.10%
190VANGUARD INTERMEDIATE TERM TREASURY ETF92206C70637,400$2.2M0.10%
191PAYPAL HOLDINGS INC.PYPL32,670$2.2M0.10%
192ROCKWELL AUTOMATION INCROK7,490$2.2M0.10%
193D R HORTON INC23331A10913,142$2.2M0.10%
194MICROSOFT CORPMSFT5,134$2.2M0.10%
195PROLOGIS, INCPLDGP16,557$2.2M0.10%
196CHEVRON CORPORATIONCVX13,637$2.2M0.10%
197SPDR S&P BIOTECH ETF78464A87022,643$2.1M0.10%
198NVIDIA CORPNVDA2,356$2.1M0.10%
199SPDR S&P REGIONAL BANKING ETF78464A69841,802$2.1M0.10%
200TAKE-TWO INTERACTIVE SOFTWARETTWO14,146$2.1M0.10%
201AFLAC INCORPORATEDAFL24,287$2.1M0.10%
202ISHARES RUSSELL 1000 VALUE INDEX46428759810,998$2.0M0.09%
203AMAZON COM INCAMZN10,855$2.0M0.09%
204MARRIOTT INTERNATIONAL, INC CL A5719032027,734$2.0M0.09%
205SCHWAB US DIVIDEND EQUITY ETF80852479723,788$1.9M0.09%
206INTERCONTINENTAL EXCHANGE, INC45866F10413,873$1.9M0.09%
207VANGUARD GROWTH ETF9229087365,459$1.9M0.09%
208ISHARES LEHMAN AGGREGATE BOND FUND46428722619,025$1.9M0.09%
209AMGEN, INCAMGN6,435$1.8M0.09%
210ENERGY SELECT SECTOR SPDR FUND81369Y50619,169$1.8M0.08%
211VANGUARD INT TERM CORP92206C87022,096$1.8M0.08%
212AMERICAN TOWER CORP03027X1008,951$1.8M0.08%
213ISHARES RUSSELL 2000 VALUE INDEX FUND46428763011,039$1.8M0.08%
214SPDR S&P 500 ETF TRSPY3,231$1.7M0.08%
215FIRST TR EXCHANGE-TRADED FD33738R50629,993$1.7M0.08%
216EQT CORPORATIONEQT45,136$1.7M0.08%
217FORTIVE CORPFTV18,160$1.6M0.07%
218AGCO CORPORATIONAGCO12,420$1.5M0.07%
219MARRIOTT INTERNATIONAL, INC CL A5719032026,038$1.5M0.07%
220MCCORMICK & COMPANY, INCMKC-V19,360$1.5M0.07%
221EXXON MOBIL CORPORATIONXOM12,773$1.5M0.07%
222PHILIP MORRIS INTERNATIONAL INC71817210916,043$1.5M0.07%
223LOWE'S COMPANIES, INC5486611075,767$1.5M0.07%
224EXXON MOBIL CORPORATIONXOM12,630$1.5M0.07%
225FORTUNE BRANDS INNOVATIONS IFBIN17,325$1.5M0.07%
226SHERWIN WILLIAMS COSHW4,143$1.4M0.07%
227ROCKWELL AUTOMATION INCROK4,919$1.4M0.07%
228MIDCAP 400 SPDR TRUST SERIES 1MDY2,567$1.4M0.07%
229NXP SEMICONDUCTORS N VNXPI5,665$1.4M0.07%
230VANGUARD SPECIALIZED FUNDS9219088447,685$1.4M0.07%
231AUTODESK INCADSK5,384$1.4M0.07%
232BERKSHIRE HATHAWAY INC BBRK-A3,319$1.4M0.07%
233SHORE BANCSHARES INCSHBI119,579$1.4M0.06%
234SPDR SER TR78468R8129,207$1.3M0.06%
235INVESCO QQQ TRIVZ2,944$1.3M0.06%
236UNITED PARCEL SERVICE, INCUPS8,790$1.3M0.06%
237LEIDOS HOLDINGS INCLDOS9,953$1.3M0.06%
238GENERAC HOLDINGS INCGNRC10,203$1.3M0.06%
239ISHARES RUSSELL MIDCAP GROWTH INDEX46428748111,251$1.3M0.06%
240SEMPRASREA17,789$1.3M0.06%
241ENBRIDGE INCENNPF35,190$1.3M0.06%
242J P MORGAN EXCHANGE TRADED F46641Q33221,944$1.3M0.06%
243VANGUARD TOTAL STOCK MARKET ETF9229087694,856$1.3M0.06%
244LAMB WESTON HLDGS INCLW11,838$1.3M0.06%
245BANK OF AMERICA CORPORATION06050510433,005$1.3M0.06%
246INDUSTRIAL SELECT SECTOR SPDR FUND81369Y7049,885$1.2M0.06%
247ISHARES MSCI EAFE ETF46428746515,429$1.2M0.06%
248FEDEX CORPFDX4,243$1.2M0.06%
249ALPHABET INC-CL CGOOG8,039$1.2M0.06%
250CUMMINS INCCMI4,145$1.2M0.06%
251VANGUARD GROWTH ETF9229087363,508$1.2M0.06%
252VANGUARD SMALL CAP ETF9229087515,248$1.2M0.06%
253WELLTOWER INCWELL12,415$1.2M0.05%
254VANGUARD TOTAL STOCK MARKET ETF9229087694,440$1.2M0.05%
255ORACLE CORPORATIONORCL-PD9,124$1.1M0.05%
256VANGUARD MID-CAP ETF INDEX FDS9229086294,577$1.1M0.05%
257CORTEVA INCCTVA19,742$1.1M0.05%
258ISHARES IBONDS DEC 2024 MUNI ETF46435U69743,249$1.1M0.05%
259SNOWFLAKE INCSNOW6,871$1.1M0.05%
260JACOBS SOLUTIONS INCJ7,189$1.1M0.05%
261TORTOISE NORTH AMERICAN PIPELINE FUND56167N72039,071$1.1M0.05%
262ISHARES RUSSELL 2000 INDEX FUND4642876555,127$1.1M0.05%
263MATERIALS SELECT SECTOR SPDR TRUST81369Y10011,590$1.1M0.05%
264FIRST SOLAR INCFSLR6,368$1.1M0.05%
265VANGUARD DIVIDEND APPRECIATION ETF9219088445,825$1.1M0.05%
266L3HARRIS TECHNOLOGIES INCLHX4,970$1.1M0.05%
267SCHWAB US LARGE-CAP ETF80852420116,891$1.0M0.05%
268INVESCO QQQ TRIVZ2,347$1.0M0.05%
269LOCKHEED MARTIN CORPLMT2,262$1.0M0.05%
270PFIZER, INCPFE36,611$1.0M0.05%
271TJX COMPANIES, INC.8725401099,988$1.0M0.05%
272VERALTO CORPVLTO11,402$1.0M0.05%
273EOG RES INCEOG7,888$1.0M0.05%
274ISHARES IBONDS DEC 2028 MUNI ETF46435U32539,419$996,1180.05%
275ISHARES RUSSELL 1000 GROWTH INDEX4642876142,948$993,6230.05%
276ISHARES BARCLAYS TIPS BOND FUND4642871769,204$988,6020.05%
277ISHARES IBONDS DEC 2027 MUNI ETF46435U28339,140$985,1540.05%
278INTEL CORPORATIONINTC22,153$978,5050.05%
279GITLAB INCGTLB16,707$974,3530.05%
280ISHARES RUSSELL 2000 INDEX FUND4642876554,558$958,5150.04%
281UNITED BANKSHARES INC WEST VUNTCW26,508$948,7220.04%
282CITIGROUP INCC-PR14,987$947,7780.04%
283ADVANCED MICRO DEVICES INCAMD5,223$942,7800.04%
284LOCKHEED MARTIN CORPLMT2,072$942,4910.04%
285CONSUMER STAPLES SELECT SECTOR SPDR FUND81369Y30812,322$940,9080.04%
286ALPHABET INC -CL AGOOG6,223$939,2380.04%
287ISHARES IBONDS DEC 2025 MUNI ETF46435U43235,415$937,0810.04%
288PEPSICO, INCPEP5,315$930,1390.04%
289DOW INCDOW16,031$928,6760.04%
290NEXTERA ENERGY, INCNEE-PW14,515$927,6540.04%
291FIRST TR EXCHANGE-TRADED FD33738D87937,574$919,8200.04%
292ISHARES RUSSELL 1000 VALUE INDEX4642875985,112$915,6100.04%
293NOVARTIS AG - ADRNVSEF9,392$908,4880.04%
294ISHARES IBONDS DEC 2026 MUNI ETF46435U25935,795$907,4030.04%
295SPDR PORTFOLIO S&P 500 GROWTH ETF78464A40912,355$903,7690.04%
296ISHARES RUSSELL 1000 GROWTH INDEX4642876142,671$900,2610.04%
297DIMENSIONAL ETF TRUST25434V81528,678$863,2180.04%
298SPDR S&P BIOTECH ETF78464A8709,065$860,1780.04%
299ISHARES CORE MSCI EMERGING MARKETS ETF46434G10316,412$846,8590.04%
300CORNING, INCGLW25,626$844,6330.04%
301ISHARES DOW JONES US TECHNOLOGY SECTOR INDEX4642877216,149$830,4840.04%
302ALEXANDRIA REAL ESTATE EQ IN0152711096,429$828,7630.04%
303SPDR DOW JONES INDUSTRIAL AVG ETF78467X1092,083$828,5340.04%
304LYONELLBASELL INDUSTRIES NV CL ALYB8,050$823,3540.04%
305VANGUARD INDEX FDS9229083631,712$822,7450.04%
306KIMBERLY CLARK CORPKMB6,322$817,7510.04%
307SOUTHERN COMPANYSOMN11,391$817,1910.04%
308STARBUCKS CORPSBUX8,861$809,8070.04%
309ISHARES RUSSELL 1000 VALUE INDEX4642875984,521$809,7570.04%
310NETFLIX, INCNFLX1,331$808,2330.04%
311ISHARES RUSSELL 2000 INDEX FUND4642876553,826$804,6080.04%
312AGNICO-EAGLE MINES LTDAEM13,337$795,5530.04%
313REVVITY INCRVTY7,525$790,1250.04%
314DOMINION RESOURCES, INCD16,051$789,5490.04%
315DEVON ENERGY CORPORATION25179M10315,066$756,0120.04%
316ABBVIE INCABBV4,144$754,6940.04%
317CVS HEALTH CORPCVS9,422$751,4990.04%
318INTERNATIONAL BUSINESS MACHINES CORPINTR3,931$750,6640.04%
319SCHWAB INTERMEDIATE-TERM US TREASURY ETF80852485415,255$748,2580.03%
320BCE INC.BCPPF21,959$746,1670.03%
321ONEOK, INCOKE9,192$736,9230.03%
322SCIENCE APPLICATIONS INTL CO8086251075,624$733,3000.03%
323INVESCO EXCHANGE TRADED FD TIVZ20,441$731,7940.03%
324DUPONT DE NEMOURS INCDD9,538$731,2780.03%
325ILLINOIS TOOL WORKS4523081092,723$730,6630.03%
326MEDTRONIC HLDGMDT8,356$728,2250.03%
327PHILLIPS 66PSX4,379$715,2660.03%
328UBER TECHNOLOGIES INCUBER9,230$710,5860.03%
329SYSCO CORPSYY8,619$699,6900.03%
330DATADOG INCDDOG5,638$696,8570.03%
331ISHARES IBONDS DEC 2029 MUNI ETF46436E16326,830$677,3230.03%
332VANGUARD REIT ETF9229085537,810$675,4090.03%
333TESLA INCTSLA3,781$664,6620.03%
334INVESCO EXCHANGE TRADED FD TIVZ35,382$655,9830.03%
335CISCO SYSTEMS, INCCSCO12,810$639,3370.03%
336TESLA INCTSLA3,562$626,0930.03%
337ECOLAB INC.ECL2,708$625,2770.03%
338ISHARES RUSSELL MIDCAP GROWTH INDEX4642874815,440$620,9220.03%
339INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGTIVZ3,664$620,5720.03%
340CLOROX COMPANYCLX4,049$619,9420.03%
341BURKE HERBERT FINL SVCS CORP12135Y10811,062$619,8040.03%
342ALTRIA GROUP, INCMO14,149$617,1790.03%
343LOWE'S COMPANIES, INC5486611072,392$609,2520.03%
344J P MORGAN CHASE & COVYLD3,022$605,2280.03%
345CSX CORPCSX16,295$604,0560.03%
346VANGUARD INDEX FDS9229083631,256$603,7600.03%
347CABLE ONE INCCABO1,400$592,3820.03%
348PROCTER & GAMBLE COMPANY7427181093,639$590,4460.03%
349BECTON DICKINSON & COBDX2,384$589,9210.03%
350DUPONT DE NEMOURS INCDD7,606$583,1530.03%
351CADENCE DESIGN SYSTEM INCCDNS1,866$580,8490.03%
352DEERE & CODE1,410$579,3290.03%
353INTERNATIONAL BUSINESS MACHINES CORPINTR2,997$572,3080.03%
354MERCK & CO INCMRK4,245$560,1280.03%
355PNC FINANCIAL SERVICES GROUP6934751053,459$558,9740.03%
356AMGEN INCAMGN1,958$556,6210.03%
357META PLATFORMS, INC. CL AMETA1,146$556,5190.03%
358ISHARES RUSSELL MIDCAP VALUE INDEX4642874734,384$549,4470.03%
359ISHARES S&P 500 VALUE INDEX4642874082,935$548,2870.03%
360DOMINION RESOURCES, INCD11,137$547,8290.03%
361ELI LILLY AND COMPANYLLY703$546,9170.03%
362INTERNATIONAL BUSINESS MACHINES CORPINTR2,846$543,4720.03%
363VANGUARD WORLD FD92204A3064,124$543,1460.03%
364LULULEMON ATHLETICA INCLULU1,387$541,8320.03%
365ISHARES4642886614,669$540,7170.03%
366SELECT SECTOR SPDR TR81369Y8868,115$532,7500.02%
367GENERAL ELECTRIC CO3696043012,972$521,6750.02%
368BOEING COMPANYBA-PA2,669$515,0900.02%
369ISHARES CORE MSCI EMERGING MARKETS ETF46434G1039,921$511,9240.02%
370VANGUARD WORLD FD9219108732,736$511,2770.02%
371BAXTER INTERNATIONAL INC07181310911,815$504,9730.02%
372ISHARES RUSSELL 1000 GROWTH INDEX4642876141,491$502,5320.02%
373VANGUARD TOTAL STOCK MARKET ETF9229087691,901$494,1920.02%
374NOVARTIS AG - ADRNVSEF5,024$485,9720.02%
375VERIZON COMMUNICATIONSVZ11,537$484,0890.02%
376ABBOTT LABORATORIESABLZF4,218$479,4500.02%
377VANGUARD INDEX FDS9229086371,923$461,0360.02%
378THE CHARLES SCHWAB CORPORATIONSCHW-PJ6,353$459,6010.02%
379WELLS FARGO COMPANY9497461017,909$458,4060.02%
380ACCENTURE PLC CL AACN1,322$458,2190.02%
381VANGUARD MALVERN FDS9220208059,556$457,6370.02%
382SKYWORKS SOLUTIONS INCSWKS4,217$456,7850.02%
383HOME DEPOT, INCHD1,188$455,7550.02%
384STATE STREET CORPSTT-PG5,860$453,0950.02%
385BLOCK INCBSQKZ5,353$452,7570.02%
386GENERAL DYNAMICS CORPGD1,584$447,4640.02%
387STRYKER CORPSYK1,244$445,1910.02%
388ASTRAZENECA PLC ADRAZN6,545$443,4520.02%
389UNITED PARCEL SERVICE, INCUPS2,955$439,2020.02%
390BROADCOM INCAVGO330$437,3860.02%
391BOEING COMPANYBA-PA2,246$433,4560.02%
392ORACLE CORPORATIONORCL-PD3,442$432,3310.02%
393INVESCO EXCHANGE TRADED FD TIVZ6,473$430,9080.02%
394INVESCO EXCH TRADED FD TR IIIVZ7,713$430,2590.02%
395PAYCOM SOFTWARE INCPAYC2,155$428,8670.02%
396ISHARES S&P 500 GROWTH INDEX FUND4642873095,023$424,1420.02%
397ABBVIE INCABBV2,325$423,4130.02%
398VISA INC AV1,517$423,3650.02%
399LISTED FD TR53656F86220,112$420,3350.02%
400BANK OF AMERICA CORPORATION06050510411,035$418,4570.02%
401NUCOR CORPNUE2,073$410,2990.02%
402PIMCO ETF TR72201R8334,033$405,4730.02%
403AMETEK, INCAME2,174$397,6250.02%
404JOHNSON & JOHNSONJNJ2,498$395,0920.02%
405VANGUARD MID-CAP ETF INDEX FDS9229086291,575$393,5300.02%
406FIRST TRUST DJ INTERNET IND33733E3021,915$392,7480.02%
407THE HERSHEY COMPANYHSY1,999$388,8250.02%
408VANGUARD SPECIALIZED FUNDS9219088442,117$386,5890.02%
409BOEING COMPANYBA-PA1,990$384,0980.02%
410WAL-MART STORES, INCWMT6,363$382,8400.02%
411ISHARES TR4642871503,288$379,1070.02%
412ISHARES BARCLAYS TIPS BOND FUND4642871763,515$377,5470.02%
4133M COMPANYMMM3,559$377,5030.02%
414ISHARES TR46434V6216,500$377,3900.02%
415FIRST TR EXCH TRD ALPHDX FD33737J8026,550$373,0880.02%
416SPDR SER TR78464A7632,832$371,6720.02%
417CONOCOPHILLIPSCOP2,914$370,9410.02%
418ISHARES DOW JONES SELECT DIVIDEND4642871683,009$370,6490.02%
419PFIZER, INCPFE13,179$365,7300.02%
420VANGUARD TELECOMMUNICATION SERVICES ETF92204A8842,768$363,2170.02%
421MC DONALDS CORPMCD1,288$363,1230.02%
422WALT DISNEY COMPANY2546871062,887$353,2350.02%
423MEDTRONIC HLDGMDT4,053$353,2150.02%
424VANGUARD VALUE ETF9229087442,165$352,5920.02%
425FINANCIAL SELECT SECTOR SPDR FUND81369Y6058,296$349,4280.02%
426AXSOME THERAPEUTICS INCAXSM4,375$349,1250.02%
427MARATHON PETE CORPMARA1,726$347,7010.02%
428EMERSON ELECTRIC COEMR3,060$347,0470.02%
429AT&T INCT-PC19,247$338,7480.02%
430DUKE ENERGY CORPDUKB3,473$335,8740.02%
431VANGUARD VALUE ETF9229087442,055$334,6770.02%
432ISHARES RUSSELL 2000 GROWTH4642876481,226$332,0010.02%
433RIO TINTO PLC ADRRTNTF5,138$327,4960.02%
434MARTIN MARIETTA MATLS INC573284106523$321,0910.02%
435ISHARES CORE MSCI EAFE ETF46432F8424,304$319,4430.01%
436FORTINET INCFTNT4,625$315,9340.01%
437VANGUARD SMALL CAP ETF9229087511,364$311,7970.01%
438ISHARES COHEN & STEERS REALTY MAJORS INDEX4642875645,390$311,0270.01%
439ISHARES BARCLAYS TIPS BOND FUND4642871762,895$310,9870.01%
440VERALTO CORPVLTO3,480$308,5370.01%
441ISHARES DOW JONES US TECHNOLOGY SECTOR INDEX4642877212,278$307,6580.01%
442NORFOLK SOUTHERN CORPORATION6558441081,205$307,1080.01%
443NORTHROP GRUMMAN CORPORATIONNOC634$303,4700.01%
444CROWDSTRIKE HLDGS INCCRWD945$302,9580.01%
445DIGITAL RLTY TR INC2538681032,090$301,1110.01%
446INTUIT INCINTU458$297,7000.01%
447ISHARES DOW JONES US HEALTHCARE SECTOR INDEX4642877624,785$296,1920.01%
448TECHNOLOGY SELECT SECTOR SPDR81369Y8031,418$295,3270.01%
449PEPSICO, INCPEP1,680$294,0170.01%
450UNITEDHEALTH GROUP INCORPORATEDUNH588$290,8840.01%
451SHOALS TECHNOLOGIES GROUP INCSHLS26,010$290,7920.01%
452VANGUARD MSCI EAFE ETF9219438585,782$290,0810.01%
453TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD8740391002,079$282,8480.01%
454T. ROWE PRICE GROUP, INCTROW2,315$282,2450.01%
455FEDERAL RLTY INVT TR NEW3137451012,759$281,7310.01%
456ISHARES MSCI EAFE ETF4642874653,486$278,3920.01%
457MIDCAP 400 SPDR TRUST SERIES 1MDY500$278,2000.01%
458TRUIST FINL CORP89832Q1097,003$272,9770.01%
459COCA-COLA COMPANYKO4,445$271,9550.01%
460ISHARES EXPONENTIAL TECHNOLOGY ETF46434V3814,537$270,4960.01%
461COLGATE-PALMOLIVE COCL2,979$268,2590.01%
462EATON VANCE SR FLTNG RTE TRETN20,500$267,1150.01%
463NOVO-NORDISK A SNONOF2,074$266,3020.01%
464SCHWAB US DIVIDEND EQUITY ETF8085247973,298$265,8830.01%
465ISHARES MSCI EMERGING MARKETS INDEX4642872346,410$263,3230.01%
466CISCO SYSTEMS, INCCSCO5,217$260,3990.01%
467CHEVRON CORPORATIONCVX1,631$257,3320.01%
468DOMINION RESOURCES, INCD5,197$255,6490.01%
469MARRIOTT VACATIONS WORLDWIDE CORPVAC2,350$253,1660.01%
470VANGUARD MSCI EAFE ETF9219438584,950$248,3420.01%
471PHILLIPS 65PSX1,519$248,1510.01%
472AMERICAN ELECTRIC POWER COMPANY, INC0255371012,876$247,6240.01%
473DIMENSIONAL ETF TRUST25434V8076,725$247,1580.01%
474SHOPIFY INCSHOP3,157$243,6260.01%
475AMERICAN ELECTRIC POWER COMPANY, INC0255371012,812$242,0710.01%
476AT&T INCT-PC13,733$241,6960.01%
477SPDR SER TR78464A8474,525$241,3640.01%
478PAYPAL HOLDINGS INC.PYPL3,583$240,0260.01%
479ISHARES IBOXX $ INVESTMENT GRADE CORP BONDS4642872422,193$238,8620.01%
480SPDR SER TR78464A8543,833$235,8450.01%
481SPDR SER TR78468R7965,493$235,1010.01%
482XCEL ENERGY, INCXELLL4,370$234,8880.01%
483CLOROX COMPANYCLX1,502$229,9720.01%
484ADVANCED MICRO DEVICES INCAMD1,272$229,5840.01%
485MERCK & CO INCMRK1,739$229,4100.01%
486MAINSTREET BANCSHARES INCMNSBP12,600$228,8160.01%
487VANGUARD MEGA CAP GROWTH INDEX FUND921910816795$227,8550.01%
488METTLER-TOLEDO INTERNATIONAL INCMTD170$226,3200.01%
489BROADCOM INCAVGO170$225,3900.01%
490STARBUCKS CORPSBUX2,438$222,7800.01%
491THERMO FISHER SCIENTIFIC, INCTMO383$222,6040.01%
492ISHARES S&P MIDCAP 400 GROWTH INDEX FUND4642876062,412$220,0950.01%
493THE TRAVELERS COMPANIES, INC.TRV954$219,6160.01%
494ISHARES4642886384,245$219,0420.01%
495ISHARES46429B7472,198$218,5470.01%
496PHILIP MORRIS INTERNATIONAL INC7181721092,381$218,1480.01%
497ISHARES LEHMAN AGGREGATE BOND FUND4642872262,201$215,5250.01%
498LISTED FD TR53656F8055,025$214,1370.01%
499LINDE PLCLIN460$213,5870.01%
500ISHARES S&P SMALLCAP 600 INDEX FUND4642878041,931$213,3640.01%