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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

FIRST UNITED BANK & TRUST

Quarter ended Q2 2024 · Filed August 12, 2024 · Accession 0001104659-24-088301

Total Value
$268.7M
Positions
557
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1Invesco QQQ Unit Series 1IVZ38,383$18.4M6.85%
2Vanguard Value ETF92290874478,488$12.6M4.69%
3Vanguard Growth ETF92290873623,009$8.6M3.20%
4Vanguard Index FDS S&P 500 ETF Shs92290836316,928$8.5M3.15%
5Apple Inc ComAAPL39,620$8.3M3.11%
6Microsoft Corp ComMSFT16,287$7.3M2.71%
7iShares Select Dividend ETF46428716851,842$6.3M2.34%
8Flexshares Stoxx US ESG Impact IndexFLEX40,416$5.2M1.93%
9Invesco S&P 500 Garp ETFIVZ43,498$4.5M1.66%
10Alphabet IncGOOG23,777$4.3M1.61%
11Nvidia CorpNVDA34,935$4.3M1.61%
12Arista Networks Inc ComANET12,281$4.3M1.60%
13Invesco S&P 500 Equal WeightIVZ25,515$4.2M1.56%
14Vanguard Index FDS McAp GR Idxvip92290853817,870$4.1M1.53%
15SPDR S&P 500 IndexSPY7,068$3.8M1.43%
16J P Morgan Chase & CoVYLD18,901$3.8M1.42%
17Vanguard Index FDS McAp Vl Idxvip92290851224,949$3.8M1.40%
18Erie Indty Co CL A29530P10210,000$3.6M1.35%
19iShares Core S&P 500 ETF4642872006,584$3.6M1.34%
20iShares Tr Core MSCI Eafe ETF46432F84249,301$3.6M1.33%
21Vanguard Mid-Cap ETF92290862914,149$3.4M1.28%
22Danaher Corp Del Com23585110212,915$3.2M1.20%
23Lowes Cos Inc Com54866110714,106$3.1M1.16%
24iShares Russell 1000 Growth ETF4642876148,183$3.0M1.11%
25Vanguard Index FDS Small CP ETF92290875112,271$2.7M1.00%
26iShares Dow Jones US Technology46428772117,765$2.7M1.00%
27Microchip Technology Inc. ComMCHPP28,506$2.6M0.97%
28Fideltiy Total Bond ETF31618830957,652$2.6M0.96%
29Honeywell Intl Inc Com43851610612,062$2.6M0.96%
30iShares Russell Mid-Cap ETF46428749930,729$2.5M0.93%
31Procter & Gamble Co Com74271810914,846$2.4M0.91%
32McDonalds Corp ComMCD9,483$2.4M0.90%
33Amazon Com Inc ComAMZN11,897$2.3M0.86%
34Flexshares Tr Hig Yld Vl ETFFLEX55,493$2.2M0.83%
35ChevrontexacoCVX14,192$2.2M0.83%
36CSX Corp ComCSX64,634$2.2M0.81%
37Johnson & Johnson ComJNJ14,638$2.1M0.80%
38Vanguard Small-Cap Value ETF92290861111,546$2.1M0.78%
39Costco Whsl Corp New22160K1052,469$2.1M0.78%
40Mastercard IncMA4,704$2.1M0.77%
41iShares in Core MSCI Emerging Mkts46434G10338,565$2.1M0.77%
42PepsiCo Inc ComPEP12,516$2.1M0.77%
43PNC Finl Svcs Group Inc Com69347510512,897$2.0M0.75%
44Amgen Inc ComAMGN6,007$1.9M0.70%
45Abbott Labs ComABLZF15,111$1.6M0.58%
46Intuituve Surgical IncISRG3,513$1.6M0.58%
47Advanced Micro Devices Inc ComAMD9,417$1.5M0.57%
48iShares Floating Rate Bond46429B65529,643$1.5M0.56%
49Blackstone Group IncBX12,165$1.5M0.56%
50Fidelity Nasdaq Cmps IDX ET31591280821,165$1.5M0.55%
51Southern Co ComSOMN18,298$1.4M0.53%
52PGIM Ultra-Short Bond ETF69344A10728,315$1.4M0.52%
53Roper Technologies IncROP2,475$1.4M0.52%
54Vanguard Bond Index Fund Inctotal Bd Market92193783519,111$1.4M0.51%
55Select Sector SPDR Tr Technology81369Y8036,040$1.4M0.51%
56Illinois Tool WKS Inc4523081095,649$1.3M0.50%
57Cisco Sys Inc ComCSCO27,886$1.3M0.49%
58Valero Energy NewVLO7,803$1.2M0.46%
59M & T Bank Corp55261F1047,789$1.2M0.44%
60Verizon CommunicationsVZ28,317$1.2M0.43%
61Salesforce Com IncCRM4,542$1.2M0.43%
62Vaneck Vec High Yld Mun ETF92189H40921,730$1.1M0.42%
63Fortinet Inc ComFTNT18,155$1.1M0.41%
64Microsoft Corp ComMSFT2,310$1.0M0.38%
65Exxon Mobil Corp ComXOM8,923$1.0M0.38%
66Becton Dickinson and CompanyBDX4,144$968,4940.36%
67Comcast Corp New CL ACCZ23,763$930,5590.35%
68Genuine Parts CoGPC6,504$899,6330.33%
69Home Depot Inc ComHD2,597$893,9910.33%
70Ecolab IncECL3,507$834,6660.31%
71Berkshire Hathaway BBRK-A2,027$824,5840.31%
72United Parcel Services BUPS5,760$788,2560.29%
73Zoetis Inc CL AZTS4,495$779,2530.29%
74Alphabet IncGOOG4,005$734,5970.27%
75iShares Russell 1000 Value ETF4642875984,187$730,5060.27%
76iShares Russell Midcap Growth ETF4642874816,560$723,8960.27%
77Nextera Energy IncNEE-PW10,192$721,6960.27%
78FacebookMETA1,404$707,9250.26%
79Lilly Eli & Co ComLLY781$707,1020.26%
80Disney Walt Co Com Disney2546871066,892$684,3070.25%
81Nucor CorpNUE4,315$682,1150.25%
82Communication Services Select SPDR81369Y8527,885$675,4290.25%
83EOG RES IncEOG5,230$658,3000.25%
84Deere & CompanyDE1,750$653,8530.24%
85Edwards Lifesciences CorpEW6,950$641,9720.24%
86Digital Rlty Tr Inc2538681034,209$639,9780.24%
87iShares ESG S&P Mid-Cap ETF46436E55115,750$623,2280.23%
88Rockwell Intl Corp New AutomationROK2,200$605,6160.23%
89Vanguard Index FDS Sml CP Grw ETF9229085952,374$593,8090.22%
90Vanguard ESG Intl ETF92191072510,353$592,9160.22%
91PPG Inds Inc Com6935061074,700$591,6830.22%
92Apple Inc ComAAPL2,780$585,5240.22%
93IShares Bitcoin TrustIBIT17,145$585,3300.22%
94Dow Inc ComDOW10,997$583,3910.22%
95CME Group IncCME2,925$575,0550.21%
96Consumer Discretionary Sector SPDR81369Y4073,020$550,8480.21%
97Prudential Financial IncPUKPF4,418$517,7450.19%
98iShares 1-3 Yr Cr Bd ETF4642886469,771$500,6660.19%
99Wal Mart Stores Inc ComWMT7,210$488,1890.18%
100Republic Svcs Inc Com7607591002,510$487,7930.18%
101iShares Russell Midcap Value ETF4642874733,944$476,1990.18%
102International Business MacHscomINTR2,500$432,3750.16%
103Berkshire Hathaway BBRK-A1,052$427,9540.16%
104Invesco Natl AMT-Free Mun Bd ETFIVZ17,945$424,9380.16%
105Vanguard Europe Pacific ETF9219438588,438$417,0060.16%
106DuPont DE Nemours IncDD5,157$415,0870.15%
107Nucor CorpNUE2,542$401,8390.15%
108UnitedHealth Group Inc ComUNH758$386,0190.14%
109Vontier CorpVNT10,050$383,9100.14%
110Dominion New RES Inc VA NewD7,702$377,3980.14%
111Vanguard Scottsdale FDS Int-Term Corp92206C8704,711$376,5500.14%
112American Tower Corp New Com03027X1001,937$376,5140.14%
113iShares Dow Jones US Healthcare4642877626,016$368,6000.14%
114Neogenomics Inc Com NewNEO26,000$360,6200.13%
115Bristol Myers Squibb Co ComCELG-RI8,680$360,4800.13%
116iShares TIPS Bond ETF4642871763,340$356,6450.13%
117Select SEC Real Estate81369Y8609,282$356,5220.13%
118McDonalds Corp ComMCD1,385$352,9530.13%
119Howmet Aerospace IncHWM4,491$348,6360.13%
120PNC Finl Svcs Group Inc Com6934751052,201$342,2110.13%
121Merck & Co Inc ComMRK2,733$338,3450.13%
122DBX ETF Tr Xtrack MSCI Eurp2330518537,965$331,1050.12%
123Oracle Corp ComORCL-PD2,227$314,4520.12%
124Invesco Sr Loan ETFIVZ14,858$312,6120.12%
125Merck & Co Inc ComMRK2,482$307,2720.11%
126Financial Sector SPDR81369Y6057,351$302,2000.11%
127Consumer Staples Sector SPDR81369Y3083,886$297,5900.11%
128Abbvie IncABBV1,690$289,8690.11%
129KLA-Tencor CorpKLAC348$286,9290.11%
130Industrial Sector SPDR81369Y7042,322$282,9820.11%
131iShares Transportation Avg ETF4642871924,288$280,5640.10%
132Alphabet IncGOOG1,535$279,6000.10%
133Invesco Preferred ETFIVZ24,176$279,2330.10%
134Darden Restaurants Inc ComDRI1,825$276,1590.10%
135Deere & CompanyDE730$272,7500.10%
136Nuveen ESG Small-Cap ETFNU6,875$270,4630.10%
137Broadcom Inc NvpAVGO167$268,1240.10%
138Coca Cola Co ComKO4,201$267,3940.10%
139Abbvie IncABBV1,501$257,4520.10%
140Eaton Corporation PLCETN818$256,4840.10%
141iShares Tr 3 7 Yr Treas Bd4642886612,149$248,1450.09%
142Raytheon Technologies CorpRTX2,312$232,1020.09%
143CSX Corp ComCSX6,935$231,9760.09%
144International Business MacHscomINTR1,270$219,6470.08%
145SPDR Dow Jones Industrial Average78467X109556$217,4680.08%
146Lilly Eli & Co ComLLY240$217,2910.08%
147Invesco QQQ Unit Series 1IVZ450$215,6000.08%
148iShares S&P Smallcap 600/Barra Growth Index FD4642878871,670$214,4780.08%
149Utilities Sector SPDR81369Y8863,144$214,2320.08%
150Shopify IncSHOP3,220$212,6810.08%
151Costco Whsl Corp New22160K105245$208,2480.08%
152Lowes Cos Inc Com548661107930$205,0280.08%
153Union Pac Corp ComUNP880$199,1090.07%
154Altria Group Inc ComMO4,136$188,3950.07%
155Phillip Morris Intl, Inc.7181721091,848$187,2580.07%
156Valero Energy NewVLO1,180$184,9770.07%
157Lockheed Martin CorpLMT396$184,9720.07%
158LP Energy Transfer EqET-PI11,250$182,4750.07%
159Abbott Labs ComABLZF1,710$177,6860.07%
160First Tr Global Tactical CM33739H1017,407$177,1010.07%
161Waste Management Inc94106L109830$177,0720.07%
162Huntington Bancshares Inc ComHBANP13,390$176,4800.07%
163Microchip Technology Inc. ComMCHPP1,905$174,3080.06%
164M & T Bank Corp55261F1041,150$174,0640.06%
165Caterpillar Inc Del ComCAT515$171,5470.06%
166iShares Tr Core S&P McP ETF4642875072,925$171,1710.06%
167Waste Management Inc94106L109800$170,6720.06%
168Invesco Water RES ETF TrustIVZ2,615$169,7400.06%
169Southern Co ComSOMN2,165$167,9390.06%
170Johnson & Johnson ComJNJ1,140$166,6220.06%
171Caterpillar Inc Del ComCAT498$165,8840.06%
172AT&T Inc ComT-PC8,673$165,7410.06%
173iShares 0-5 Year TIPS Bond ETF46429B7471,661$165,2530.06%
174Commercial Metals CompanyCMC2,974$163,5400.06%
175iShares Russell 2000 Growth ETF464287648618$162,2440.06%
176Procter & Gamble Co Com742718109982$161,9510.06%
177Pfizer Inc ComPFE5,692$159,2620.06%
178Automatic Data ProcessingADP665$158,7290.06%
179PepsiCo Inc ComPEP960$158,3330.06%
180Fortinet Inc ComFTNT2,605$157,0030.06%
181Qualcomm Inc ComQCOM760$151,3770.06%
182Pfizer Inc ComPFE5,305$148,4340.06%
183Omega Healthcare Invs Inc6819361004,312$147,6860.05%
184Select Sector SPDR Tr SBI Healthcare81369Y209986$143,7100.05%
185iShares Tr U.S. Med Dvc ETF4642888102,515$140,9410.05%
186D R Horton Inc23331A109961$135,4340.05%
187Duke Energy Corp NewDUKB1,337$134,0080.05%
188Blackstone Group IncBX1,080$133,7040.05%
189iShares MSCI Emerging Markets ETF4642872343,135$133,5200.05%
190Coca Cola Co ComKO2,094$133,2830.05%
191Materials Sector SPDR81369Y1001,505$132,9070.05%
192McKesson Corp ComMCK225$131,4090.05%
193Bank of America Corp0605051043,292$130,9230.05%
194Veralto CorpVLTO1,353$129,1710.05%
195Danaher Corp Del Com235851102510$127,4240.05%
196iShares Russell 2000 ETF464287655625$126,8060.05%
197Metlife, Inc.MET-PF1,805$126,6930.05%
198YUM Brands IncYUM932$123,4530.05%
199Constellation Energy Corp ComCEG608$121,7640.05%
200Vaneck Vec High Yld Mun ETF92189H4092,350$121,3780.05%
201Booking Hldgs IncBKNG30$118,8450.04%
202Nvidia CorpNVDA940$116,1280.04%
203Marathon Pete CorpMARA668$115,8850.04%
204TJX Cos Inc New8725401091,050$115,6050.04%
205Vanguard Value ETF922908744720$115,4950.04%
206Automatic Data ProcessingADP475$113,3780.04%
207ChevrontexacoCVX705$110,2760.04%
208Tesla Inc ComTSLA551$109,0320.04%
209iShares Russell 2000 Value ETF464287630711$108,2850.04%
210Alcoa CorpAA2,721$108,2410.04%
211Analog Divices IncADI464$105,9130.04%
212PayPal Hldgs Inc ComPYPL1,800$104,4540.04%
213Occidental Pete Corp Del Com6745991051,650$104,0000.04%
214Texas Instrs Inc Com882508104530$103,1010.04%
215Disney Walt Co Com Disney2546871061,035$102,7650.04%
216Exxon Mobil Corp ComXOM880$101,3060.04%
217Amazon Com Inc ComAMZN515$99,5240.04%
218Gamestop Corp New CL AGME-WT4,000$98,7600.04%
219Trane Technologies PLCTT299$98,3500.04%
220Xtrackers MSCI Japan Hedged Equity ETF2330515071,290$97,4010.04%
221iShares Dow Jones US Real Estate4642877391,108$97,2160.04%
222Wells Fargo & Company9497461011,589$94,3710.04%
223Marriott Int CL A571903202385$93,0810.03%
224Target CorpTGT626$92,6730.03%
225Mondelez International Inc6092071051,409$92,2050.03%
226Truist Finl Corp Com89832Q1092,338$90,8310.03%
227IShares Bitcoin TrustIBIT2,585$88,2520.03%
228Vanguard Growth ETF922908736235$87,8920.03%
229Raytheon Technologies CorpRTX865$86,8370.03%
230Energy Sector SPDR81369Y506952$86,7750.03%
231Home Depot Inc ComHD250$86,0600.03%
232Mastercard IncMA193$85,1440.03%
233Exelon CorpEXC2,452$84,8640.03%
234iShares Gold ETF iShares NewIAU1,902$83,5550.03%
235Lam Research Corp ComLRCX78$83,0580.03%
236CVS/Caremark CorpCVS1,400$82,6840.03%
237Bank of America Corp0605051042,078$82,6420.03%
238J P Morgan Chase & CoVYLD405$81,9150.03%
239Qualcomm Inc ComQCOM410$81,6640.03%
240Flexshares Tr Hig Yld Vl ETFFLEX1,980$79,9920.03%
241Arista Networks Inc ComANET225$78,8580.03%
242Servicenow IncNOW100$78,6670.03%
243Intel Corp ComINTC2,490$77,1150.03%
244Allstate Corp ComALL-PJ478$76,3170.03%
245Norfolk Southern Corp Com655844108355$76,2150.03%
246Verizon CommunicationsVZ1,790$73,8200.03%
247Ecolab IncECL310$73,7800.03%
248Blackrock Inc ComBLK92$72,4330.03%
249General Electric Co USD 0.06369604301455$72,3310.03%
250Rockwell Intl Corp New AutomationROK252$69,3710.03%
251ConocoPhillipsCOP603$68,9710.03%
252Adobe Sys IncADBE124$68,8870.03%
253Travelers Cos IncTRV334$67,9160.03%
254Anthem Inc ComELV125$67,7330.03%
255Ross Stores IncROST465$67,5740.03%
256Baxter International Inc0718131092,000$66,9000.02%
257Applied Matls Inc Com038222105279$65,8410.02%
258Thermo Fisher Scientific IncTMO119$65,8070.02%
259Vanguard Mid-Cap ETF922908629270$65,3670.02%
260VISA IncV244$64,0430.02%
261Kimberly Clark Corp ComKMB462$63,8480.02%
262EQT CorpEQT1,725$63,7910.02%
263Air Products & Chemicals IncAIIR244$62,9640.02%
264PPG Inds Inc Com693506107500$62,9450.02%
265Dow Inc ComDOW1,185$62,8640.02%
266iShares Govt/Credit Bond464288596579$59,4680.02%
267Burke Herbert Financial Services Inc12135Y1081,152$58,7290.02%
268General Mls Inc Com370334104923$58,3890.02%
269Global X FDS US Infr Dev ETF37954Y6731,565$57,9360.02%
270American Elec Pwr Inc Com025537101654$57,3820.02%
271Welltower IncWELL550$57,3380.02%
272Marriott Int CL A571903202237$57,2990.02%
273Colgate Palmolive Co ComCL580$56,2830.02%
274Utilities Sector SPDR81369Y886820$55,8750.02%
275Comcast Corp New CL ACCZ1,425$55,8030.02%
276iShares MSCI Eafe ETF464287465704$55,1440.02%
277Vanguard Index FDS McAp GR Idxvip922908538240$55,0940.02%
278Carrier Global CorpCARR865$54,5640.02%
279UnitedHealth Group Inc ComUNH107$54,4910.02%
280FedEx CorporationFDX178$53,3720.02%
281Wells Fargo & Company949746101895$53,1540.02%
282iShares in Core MSCI Emerging Mkts46434G103990$52,9950.02%
283KKR & Co Inc ComKKRT500$52,6200.02%
284Carrier Global CorpCARR800$50,4640.02%
285Vanguard Index FDS McAp Vl Idxvip922908512335$50,3940.02%
286Motorola Solutions Inc Com NewMSI130$50,1870.02%
287Phillip Morris Intl, Inc.718172109489$49,5500.02%
288Westrock Co USD 0.01WEST983$49,4060.02%
289Firstenergy Corp ComFE1,290$49,3680.02%
290D R Horton Inc23331A109350$49,3260.02%
291Cardinal Health Inc ComCAH500$49,1600.02%
292American Movil NPV ADRAMXOF2,875$48,8750.02%
293Intuit IncINTU74$48,6340.02%
294Delta Air Lines Inc Del Com NewDAL1,015$48,1520.02%
295SPDR Gold Trust ETFGLD218$46,8720.02%
296Lockheed Martin CorpLMT100$46,7100.02%
297Chubb Limited ComCB183$46,6800.02%
298Bristol Myers Squibb Co ComCELG-RI1,116$46,3470.02%
299Invesco S&P 500 Garp ETFIVZ450$46,2510.02%
300Frequency ElectronicsFRQN5,000$45,5500.02%
301Unilever PLC Amer Shs ADRUNLYF825$45,3670.02%
302Union Pac Corp ComUNP200$45,2520.02%
303Wal Mart Stores Inc ComWMT660$44,6890.02%
304Emerson Elec Co ComEMR400$44,0640.02%
305AON PLC Shs CL AAON150$44,0370.02%
306SPDR Nuveen Barclays Sht Trm78468R739925$43,6510.02%
307Marsh & McLennan Companies, Inc.571748102205$43,1980.02%
308United Parcel Services BUPS310$42,4240.02%
309Cardinal Health Inc ComCAH429$42,1790.02%
310Invesco S&P 500 Equal WeightIVZ255$41,8910.02%
311iShares Tr JP Mor Em Mk ETF464288281473$41,8510.02%
312Otis Worldwide Corp ComOTIS432$41,5840.02%
313Illinois Tool WKS Inc452308109175$41,4680.02%
314Altria Group Inc ComMO900$40,9950.02%
315MSCI IncMSCI85$40,9490.02%
316DFA US Small Cap ETF25434V500675$40,5540.02%
317Alerian Mlp Alps Etf00162Q452834$40,0150.01%
318Palo Alto Networks Inc ComPANW118$40,0030.01%
319IDEXX Labs Inc Com45168D10481$39,4630.01%
320Amgen Inc ComAMGN125$39,0560.01%
321Palantir Technologies Inc CL APLTR1,531$38,7800.01%
322Ulta Salon Cosmetics & FragranceULTA100$38,5870.01%
323Hartford Group IncHIG-PG382$38,4060.01%
324Nnn REIT Inc ComNNN900$38,3400.01%
325Vontier CorpVNT1,000$38,2000.01%
326Zoetis Inc CL AZTS215$37,2720.01%
327Colgate Palmolive Co ComCL380$36,8750.01%
328Advanced Micro Devices Inc ComAMD225$36,4970.01%
329Omnicom Group Inc ComOMC400$35,8800.01%
330AFLAC IncAFL400$35,7240.01%
331Molson Coors Beverage CO Compa CLASS B CORP COMMONTAP-A700$35,5810.01%
332Kennametal IncKMT1,500$35,3100.01%
333Nexstar Media GropNXST210$34,8620.01%
334AT&T Inc ComT-PC1,800$34,3980.01%
335EOG RES IncEOG270$33,9850.01%
336Halliburton Co ComHAL1,000$33,7800.01%
337Polaris Inds Inc ComPII425$33,2820.01%
338Duke Energy Corp NewDUKB331$33,1760.01%
339Invesco Water RES ETF TrustIVZ510$33,1040.01%
340Annaly Cap Mgmt Inc ComNLY-PJ1,727$32,9170.01%
341iShares Select Dividend ETF464287168265$32,0600.01%
342General Electric Co USD 0.06369604301200$31,7940.01%
343Morgan Stanley Dean WitterMS-PQ325$31,5870.01%
344CME Group IncCME160$31,4560.01%
345Otis Worldwide Corp ComOTIS325$31,2850.01%
346Pinnacle West Cap Corp ComPNW400$30,5520.01%
347Vanguard Index FDS Small CP ETF922908751140$30,5260.01%
348Price T Rowe Group IncTROW264$30,4420.01%
349Parker Hannifin CorpPH59$29,8430.01%
350Shopify IncSHOP450$29,7230.01%
351Invesco Natl AMT-Free Mun Bd ETFIVZ1,250$29,6000.01%
352Becton Dickinson and CompanyBDX125$29,2140.01%
353Republic Svcs Inc Com760759100150$29,1510.01%
354Select Sector SPDR Tr SBI Healthcare81369Y209200$29,1500.01%
355Square Inc.BSQKZ450$29,0210.01%
356Key Corp4932671082,040$28,9880.01%
357Vanguard High Dividend Yield ETF921946406244$28,9380.01%
358Mid-America Apartment Communities Inc.59522J103200$28,5220.01%
359Phillips 66PSX200$28,2340.01%
360Goldman Sachs Group IncGSCE62$28,0440.01%
361Johnson Controls InternationalG51502105421$27,9840.01%
362Leggett & Platt Inc ComLEG2,440$27,9620.01%
363Norfolk Southern Corp Com655844108130$27,9100.01%
364Sherwin Williams Co.SHW91$27,1570.01%
365Xylem IncXYL200$27,1260.01%
366Autonation Inc ComAN170$27,0950.01%
367Honeywell Intl Inc Com438516106125$26,6930.01%
368PayPal Hldgs Inc ComPYPL450$26,1140.01%
369PGIM Ultra-Short Bond ETF69344A107525$26,0930.01%
370Welltower IncWELL250$26,0630.01%
371Ford Motor Co Del3453708602,060$25,8320.01%
372Conagra Foods IncCAG900$25,5780.01%
373Morgan Stanley Dean WitterMS-PQ263$25,5610.01%
374Nextera Energy IncNEE-PW360$25,4920.01%
375Barclays 1-3 Year Treasury Bond464287457310$25,3120.01%
376Sysco CorpSYY350$24,9870.01%
377Clean Harbors Inc ComCLH110$24,8770.01%
378Intel Corp ComINTC800$24,7760.01%
379iShares Dow Jones US Healthcare464287762400$24,5080.01%
380Dominion New RES Inc VA NewD500$24,5000.01%
381Novartis AG ADRNVSEF230$24,4860.01%
382Cisco Sys Inc ComCSCO500$23,7550.01%
383Vanguard Small-Cap Value ETF922908611130$23,7280.01%
384Genuine Parts CoGPC170$23,5140.01%
385First Tr Global Tactical CM33739H101980$23,4320.01%
386Avery Dennison CorpAVY106$23,1770.01%
387W P Carey Inc92936U109415$22,8460.01%
388Takeda Pharmaceutical Company LimitedTKPHF1,750$22,6450.01%
389US BancorpUSB-PS570$22,6290.01%
390Take-Two Interactive SoftwarcomTTWO145$22,5460.01%
391Intuituve Surgical IncISRG50$22,2430.01%
392Allegheny Technologies Inc.ATI400$22,1800.01%
393SPDR Ser Tr S&P Divid ETF78464A763174$22,1290.01%
394Fideltiy Total Bond ETF316188309490$22,0160.01%
395BP Amoco P L C Sponsored ADRBPPFF600$21,6600.01%
396Wendy's Company95058W1001,233$20,9120.01%
397FactSet Research Sys Inc30307510550$20,4140.01%
398Cummins IncCMI73$20,2160.01%
399Nike Inc CL BNKE267$20,1240.01%
400Four Corners Ppty Tr Inc Com35086T109800$19,7360.01%
401Murphy USA Inc ComMUSA42$19,7170.01%
402Discover Financial Services254709108150$19,6220.01%
403iShares S&P Small Cap 600 Value ETF464287879200$19,4540.01%
404Truist Finl Corp Com89832Q109500$19,4250.01%
405Ge Vernova Inc Corp ComGEV112$19,2090.01%
406Sirius XM Radio Inc ComSIRI6,780$19,1870.01%
407Consumer Discretionary Sector SPDR81369Y407105$19,1520.01%
408Shell PLC Spon ADSRYDAF265$19,1280.01%
409RGC Resources IncRGCO931$19,0390.01%
410Tractor SupplyTSCO70$18,9000.01%
4113M Co ComMMM180$18,3940.01%
412Boeing Co ComBA-PA100$18,2010.01%
413Vanguard Intl Equity Index Fftse Europe ETF922042874270$18,0280.01%
414Mondelez International Inc609207105275$17,9960.01%
415Brinks Co ComBCO175$17,9200.01%
416Choice Hotels Intl Inc169905106150$17,8500.01%
417Simon Property Group Inc828806109113$17,1530.01%
418Prudential Financial IncPUKPF145$16,9930.01%
419Roper Technologies IncROP30$16,9100.01%
420YUM Brands IncYUM125$16,5580.01%
421iShares Tr Core MSCI Eafe ETF46432F842225$16,3440.01%
422Vanguard Index FDS Sml CP Grw ETF92290859565$16,2580.01%
423Edwards Lifesciences CorpEW176$16,2570.01%
424iShares Silver TrustSLV610$16,2080.01%
425Snowflake Inc Ordinary Shares - Class ASNOW115$15,5350.01%
426Novo Nordisk A/SNONOF105$14,9880.01%
427Vanguard Specialized Portfoldiv App ETF92190884482$14,9690.01%
428CF Industries Holdings Inc125269100200$14,8240.01%
429Marathon Oil CorpMARA509$14,5930.01%
430iShares Core S&P Small Cap ETF464287804135$14,3990.01%
431Mainstreet Bancshares Inc ComMNSBP790$14,0070.01%
432SPDR S&P 500 IndexSPY25$13,6060.01%
433Church & Dwight Co Inc ComCHD130$13,4780.01%
434Vanguard Utilities Index Fund ETF92204A87690$13,3130.00%
435Invesco Preferred ETFIVZ1,150$13,2830.00%
436Micron Technology Inc ComMU100$13,1530.00%
437iShares Tr S&P 500 Grwt ETF464287309140$12,9560.00%
4383M Co ComMMM125$12,7740.00%
439Broadridge Finl Solutions Incom11133T10364$12,6080.00%
440Industrial Sector SPDR81369Y704100$12,1870.00%
441Harley Davidson Inc ComHOG360$12,0740.00%
442Stryker Corp ComSYK35$11,9090.00%
443iShares US Telecomunications ETF464287713535$11,6200.00%
444Digital Rlty Tr Inc25386810375$11,4040.00%
445FMC CorpFMC197$11,3370.00%
446Global X Lith & Btry Tec ET37954Y855290$11,2550.00%
447Fortive Corp ComFTV150$11,1150.00%
448Darling International Inc.DAR300$11,0250.00%
449Emerson Elec Co ComEMR98$10,7960.00%
450Vanguard Index FDS S&P 500 ETF Shs92290836320$10,0030.00%
451Stanley Black & Decker Inc ComSWK125$9,9860.00%
452Allstate Corp ComALL-PJ62$9,8990.00%
453Ishares Semiconductor Etf46428752340$9,8650.00%
454iShares Tr 7-10 Year Treasury Bd ET464287440100$9,3650.00%
455Cognex CorpCGNX200$9,3520.00%
456Humana Inc ComHUM25$9,3410.00%
457IDEX Corp45167R10445$9,0540.00%
458Salesforce Com IncCRM35$8,9990.00%
459Kraft HeinzcompanyKHC271$8,7320.00%
460Manulife Financial Corp56501R106327$8,7050.00%
461Ge Vernova Inc Corp ComGEV50$8,5760.00%
462iShares Global Clean Energy464288224620$8,2580.00%
463iShares Tr S&P 500 Val ETF46428740845$8,1900.00%
464United Bankshares Inc West VcomUNTCW252$8,1750.00%
465iShares Silver TrustSLV305$8,1040.00%
466HCA Holdings IncHCA25$8,0320.00%
467Iovance Biotherapeutics Inc.IOVA1,000$8,0200.00%
468Timken CoTKR100$8,0130.00%
469Williams Sonoma IncWSM28$7,9060.00%
470Eastman Chem Co ComEMN80$7,8380.00%
471American Tower Corp New Com03027X10040$7,7750.00%
472GE Healthcare Technologies IncGEHC99$7,7140.00%
473Costar Group IncCSGP100$7,4140.00%
474AGCO Corp ComAGCO75$7,3410.00%
475Sandy Spring Bancorp800363103300$7,3080.00%
476Coca-Cola European Partners PLCCCEP100$7,2870.00%
477Boeing Co ComBA-PA40$7,2800.00%
478Invesco Taxable Municipal Bond ETFIVZ275$7,2550.00%
479General DynamicsGD25$7,2540.00%
480Clorox Company CommonCLX50$6,8240.00%
481Duff & Phelps Utils Income Icom23325P104821$6,7490.00%
482Harley Davidson Inc ComHOG200$6,7080.00%
483Centene Corp Del ComCNC100$6,6300.00%
484Archer Daniels Midland CoADM106$6,4080.00%
485Chipotle Mexican Grill IncCMG100$6,2650.00%
486Travelers Cos IncTRV30$6,1000.00%
487Veralto CorpVLTO63$6,0150.00%
488GE Healthcare Technologies IncGEHC77$6,0000.00%
489Autodesk IncADSK24$5,9390.00%
490Live Nation Entertainment IncomLYV63$5,9060.00%
491Nuveen Quality Municipal IncNU500$5,8700.00%
492American Express Co ComAXP25$5,7890.00%
493Select Sector SPDR Tr Technology81369Y80325$5,6560.00%
494Vale S A ADRVALE500$5,5850.00%
495Crispr Therapeutics AGCRSP100$5,4010.00%
496Campbell Soup Co ComCPB111$5,0160.00%
497Chesapeake Energy CorpEXE60$4,9310.00%
498Schwab Charles Corp NewSCHW-PJ65$4,7900.00%
499Kyndryl Hldgs Inc Common StockKD180$4,7360.00%
500Citigroup IncC-PR74$4,6960.00%