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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 Q3 2024 · Filed October 15, 2024 · Accession 0001104659-24-108676

Total Value
$278.3M
Positions
527
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1Invesco QQQ Unit Series 1IVZ37,482$18.3M6.57%
2Vanguard Value ETF92290874478,355$13.7M4.91%
3Vanguard Index FDS S&P 500 ETF Shs92290836317,693$9.3M3.35%
4Vanguard Growth ETF92290873623,384$9.0M3.23%
5Apple Inc ComAAPL36,990$8.6M3.10%
6iShares Select Dividend ETF46428716853,262$7.2M2.58%
7Microsoft Corp ComMSFT15,318$6.6M2.37%
8Erie Indty Co CL A29530P10210,000$5.4M1.94%
9Invesco S&P 500 Equal WeightIVZ29,455$5.3M1.90%
10Flexshares Stoxx US ESG Impact IndexFLEX38,121$5.2M1.86%
11Invesco S&P 500 Garp ETFIVZ44,988$4.7M1.69%
12Arista Networks Inc ComANET11,961$4.6M1.65%
13Vanguard Index FDS McAp GR Idxvip92290853818,238$4.4M1.60%
14Vanguard Index FDS McAp Vl Idxvip92290851225,338$4.2M1.53%
15Vanguard Mid-Cap ETF92290862915,830$4.2M1.50%
16Nvidia CorpNVDA33,120$4.0M1.45%
17SPDR S&P 500 IndexSPY6,838$3.9M1.41%
18Alphabet IncGOOG23,317$3.9M1.39%
19iShares Tr Core MSCI Eafe ETF46432F84248,911$3.8M1.37%
20iShares Core S&P 500 ETF4642872006,559$3.8M1.36%
21Lowes Cos Inc Com54866110713,912$3.8M1.35%
22J P Morgan Chase & CoVYLD17,582$3.7M1.33%
23Vanguard Index FDS Small CP ETF92290875115,164$3.6M1.29%
24Danaher Corp Del Com23585110212,300$3.4M1.23%
25iShares Russell 1000 Growth ETF4642876147,976$3.0M1.08%
26McDonalds Corp ComMCD8,970$2.7M0.98%
27iShares Russell Mid-Cap ETF46428749930,634$2.7M0.97%
28iShares Dow Jones US Technology46428772117,625$2.7M0.96%
29iShares in Core MSCI Emerging Mkts46434G10345,565$2.6M0.94%
30Fideltiy Total Bond ETF31618830955,389$2.6M0.93%
31Flexshares Tr Hig Yld Vl ETFFLEX61,060$2.5M0.91%
32Honeywell Intl Inc Com43851610611,779$2.4M0.87%
33Procter & Gamble Co Com74271810913,860$2.4M0.86%
34Vanguard Small-Cap Value ETF92290861111,689$2.3M0.84%
35Johnson & Johnson ComJNJ13,880$2.2M0.81%
36Microchip Technology Inc. ComMCHPP27,516$2.2M0.79%
37CSX Corp ComCSX63,140$2.2M0.78%
38Mastercard IncMA4,307$2.1M0.76%
39Costco Whsl Corp New22160K1052,389$2.1M0.76%
40Amazon Com Inc ComAMZN11,122$2.1M0.74%
41PepsiCo Inc ComPEP11,684$2.0M0.71%
42Amgen Inc ComAMGN6,118$2.0M0.71%
43ChevrontexacoCVX13,290$2.0M0.70%
44PNC Finl Svcs Group Inc Com69347510510,176$1.9M0.68%
45Blackstone Group IncBX11,800$1.8M0.65%
46Intuituve Surgical IncISRG3,586$1.8M0.63%
47Southern Co ComSOMN18,670$1.7M0.60%
48Abbott Labs ComABLZF14,464$1.6M0.59%
49Advanced Micro Devices Inc ComAMD9,697$1.6M0.57%
50PGIM Ultra-Short Bond ETF69344A10730,052$1.5M0.54%
51Vanguard Bond Index Fund Inctotal Bd Market92193783519,706$1.5M0.53%
52Fortinet Inc ComFTNT18,410$1.4M0.51%
53iShares Floating Rate Bond46429B65527,164$1.4M0.50%
54Illinois Tool WKS Inc4523081095,227$1.4M0.49%
55M & T Bank Corp55261F1047,607$1.4M0.49%
56Cisco Sys Inc ComCSCO24,983$1.3M0.48%
57Roper Technologies IncROP2,368$1.3M0.47%
58Select Sector SPDR Tr Technology81369Y8035,633$1.3M0.46%
59Salesforce Com IncCRM4,429$1.2M0.44%
60Verizon CommunicationsVZ26,680$1.2M0.43%
61Fidelity Nasdaq Cmps IDX ET31591280816,550$1.2M0.43%
62Vaneck Vec High Yld Mun ETF92189H40921,447$1.1M0.41%
63Vanguard Index FDS Sml CP Grw ETF9229085953,926$1.0M0.38%
64Exxon Mobil Corp ComXOM8,840$1.0M0.37%
65Home Depot Inc ComHD2,453$993,9560.36%
66Becton Dickinson and CompanyBDX4,064$979,8300.35%
67Valero Energy NewVLO7,238$977,3470.35%
68Microsoft Corp ComMSFT2,120$912,2360.33%
69Comcast Corp New CL ACCZ21,631$903,5270.32%
70Ecolab IncECL3,538$903,3580.32%
71Genuine Parts CoGPC6,304$880,5430.32%
72Zoetis Inc CL AZTS4,490$877,2560.32%
73Berkshire Hathaway BBRK-A1,852$852,4020.31%
74Nextera Energy IncNEE-PW9,986$844,1170.30%
75iShares Russell 1000 Value ETF4642875984,187$794,6930.29%
76iShares ESG S&P Mid-Cap ETF46436E55118,660$789,1030.28%
77iShares Russell Midcap Growth ETF4642874816,560$769,4220.28%
78IShares Bitcoin TrustIBIT20,925$756,0200.27%
79CME Group IncCME3,370$743,5910.27%
80Digital Rlty Tr Inc2538681034,477$724,5130.26%
81United Parcel Services BUPS5,140$700,7880.25%
82Apple Inc ComAAPL2,880$671,0400.24%
83FacebookMETA1,166$667,4650.24%
84Lilly Eli & Co ComLLY745$660,0250.24%
85Communication Services Select SPDR81369Y8527,060$638,2240.23%
86Wal Mart Stores Inc ComWMT7,895$637,5210.23%
87Vanguard ESG Intl ETF92191072510,258$630,9700.23%
88EOG RES IncEOG4,914$604,0780.22%
89Disney Walt Co Com Disney2546871066,158$592,3380.21%
90Consumer Discretionary Sector SPDR81369Y4072,760$553,0210.20%
91Alphabet IncGOOG3,205$535,8440.19%
92Prudential Financial IncPUKPF4,303$521,0930.19%
93iShares Russell Midcap Value ETF4642874733,936$520,5360.19%
94iShares 1-3 Yr Cr Bd ETF4642886469,516$501,1130.18%
95Republic Svcs Inc Com7607591002,485$499,0870.18%
96Dow Inc ComDOW9,067$495,3300.18%
97Berkshire Hathaway BBRK-A1,052$484,1940.17%
98DuPont DE Nemours IncDD5,354$477,0950.17%
99Tesla Inc ComTSLA1,776$464,6550.17%
100Nucor CorpNUE3,010$452,5230.16%
101Vanguard Europe Pacific ETF9219438588,340$440,4350.16%
102PPG Inds Inc Com6935061073,268$432,8790.16%
103Vanguard Scottsdale FDS Int-Term Corp92206C8705,095$426,7060.15%
104McDonalds Corp ComMCD1,400$426,3140.15%
105American Tower Corp New Com03027X1001,832$426,0500.15%
106Servicenow IncNOW460$411,4190.15%
107PNC Finl Svcs Group Inc Com6934751052,201$406,8550.15%
108Bristol Myers Squibb Co ComCELG-RI7,830$405,1240.15%
109Invesco Natl AMT-Free Mun Bd ETFIVZ16,491$398,2580.14%
110International Business MacHscomINTR1,798$397,5020.14%
111iShares Dow Jones US Healthcare4642877625,990$389,3500.14%
112Dominion New RES Inc VA NewD6,677$385,8640.14%
113Neogenomics Inc Com NewNEO26,000$383,5000.14%
114iShares TIPS Bond ETF4642871763,448$380,9010.14%
115Select SEC Real Estate81369Y8608,172$365,0430.13%
116UnitedHealth Group Inc ComUNH623$364,2560.13%
117Shopify IncSHOP4,490$359,8290.13%
118Quanta Services Inc74762E1021,155$344,3630.12%
119Financial Sector SPDR81369Y6057,508$340,2630.12%
120Palo Alto Networks Inc ComPANW991$338,7240.12%
121DBX ETF Tr Xtrack MSCI Eurp2330518537,965$337,2380.12%
122Nuveen ESG Small-Cap ETFNU7,860$336,7220.12%
123Abbvie IncABBV1,690$333,7410.12%
124Vontier CorpVNT9,850$332,3390.12%
125Merck & Co Inc ComMRK2,882$327,2800.12%
126International Business MacHscomINTR1,475$326,0930.12%
127Industrial Sector SPDR81369Y7042,304$312,0540.11%
128Deere & CompanyDE730$304,6510.11%
129Consumer Staples Sector SPDR81369Y3083,642$302,2860.11%
130Darden Restaurants Inc ComDRI1,825$299,5370.11%
131Coca Cola Co ComKO4,114$295,6320.11%
132iShares Tr 3 7 Yr Treas Bd4642886612,450$293,0320.11%
133SPDR Dow Jones Industrial Average78467X109691$292,3760.11%
134iShares Transportation Avg ETF4642871924,198$289,2840.10%
135Abbvie IncABBV1,444$285,1610.10%
136Invesco Sr Loan ETFIVZ13,515$283,9500.10%
137KLA-Tencor CorpKLAC348$269,4950.10%
138Oracle Corp ComORCL-PD1,533$261,2230.09%
139Merck & Co Inc ComMRK2,280$258,9170.09%
140Utilities Sector SPDR81369Y8863,103$250,6600.09%
141Invesco Preferred ETFIVZ20,129$248,5930.09%
142CSX Corp ComCSX7,135$246,3720.09%
143Eaton Corporation PLCETN718$237,9740.09%
144Raytheon Technologies CorpRTX1,820$220,5110.08%
145Lockheed Martin CorpLMT375$219,2100.08%
146D R Horton Inc23331A1091,146$218,6220.08%
147Lilly Eli & Co ComLLY240$212,6260.08%
148Lowes Cos Inc Com548661107780$211,2630.08%
149Altria Group Inc ComMO4,136$211,1010.08%
150M & T Bank Corp55261F1041,150$204,8380.07%
151Phillip Morris Intl, Inc.7181721091,668$202,4950.07%
152Broadcom Inc NvpAVGO1,150$198,3750.07%
153Huntington Bancshares Inc ComHBANP13,390$196,8330.07%
154Abbott Labs ComABLZF1,710$194,9570.07%
155Caterpillar Inc Del ComCAT498$194,7780.07%
156Union Pac Corp ComUNP775$191,0220.07%
157Caterpillar Inc Del ComCAT485$189,6930.07%
158Pfizer Inc ComPFE6,517$188,6020.07%
159PayPal Hldgs Inc ComPYPL2,395$186,8820.07%
160Automatic Data ProcessingADP665$184,0250.07%
161Johnson & Johnson ComJNJ1,135$183,9380.07%
162LP Energy Transfer EqET-PI11,250$180,5630.06%
163Costco Whsl Corp New22160K105202$179,0770.06%
164AT&T Inc ComT-PC8,005$176,1100.06%
165Omega Healthcare Invs Inc6819361004,312$175,4980.06%
166Alphabet IncGOOG1,045$173,3130.06%
167Procter & Gamble Co Com742718109997$172,6800.06%
168Waste Management Inc94106L109830$172,3080.06%
169Invesco Water RES ETF TrustIVZ2,410$170,0010.06%
170iShares Russell 2000 Growth ETF464287648598$169,8320.06%
171Waste Management Inc94106L109800$166,0800.06%
172iShares 0-5 Year TIPS Bond ETF46429B7471,591$161,2000.06%
173iShares Tr Core S&P McP ETF4642875072,575$160,4740.06%
174Invesco QQQ Unit Series 1IVZ325$158,6230.06%
175Constellation Energy Corp ComCEG608$158,0920.06%
176Southern Co ComSOMN1,740$156,9130.06%
177J P Morgan Chase & CoVYLD740$156,0360.06%
178Duke Energy Corp NewDUKB1,337$154,1560.06%
179Coca Cola Co ComKO2,094$150,4750.05%
180iShares MSCI Emerging Markets ETF4642872343,135$143,7710.05%
181Select Sector SPDR Tr SBI Healthcare81369Y209932$143,5470.05%
182iShares Russell 2000 ETF464287655620$136,9520.05%
183Blackstone Group IncBX880$134,7540.05%
184Bank of America Corp0605051043,313$131,4600.05%
185YUM Brands IncYUM932$130,2100.05%
186Pfizer Inc ComPFE4,480$129,6510.05%
187Qualcomm Inc ComQCOM760$129,2380.05%
188PepsiCo Inc ComPEP750$127,5380.05%
189iShares Tr U.S. Med Dvc ETF4642888102,130$126,1390.05%
190Valero Energy NewVLO930$125,5780.05%
191TJX Cos Inc New8725401091,050$123,4170.04%
192Metlife, Inc.MET-PF1,495$123,3080.04%
193Materials Sector SPDR81369Y1001,263$121,7280.04%
194Automatic Data ProcessingADP435$120,3780.04%
195Nvidia CorpNVDA960$116,5820.04%
196Trane Technologies PLCTT299$116,2300.04%
197Veralto CorpVLTO1,030$115,2160.04%
198Vanguard Growth ETF922908736290$111,3400.04%
199McKesson Corp ComMCK225$111,2450.04%
200iShares Dow Jones US Real Estate4642877391,088$110,8350.04%
201Texas Instrs Inc Com882508104530$109,4820.04%
202Marathon Pete CorpMARA668$108,8240.04%
203iShares Russell 2000 Value ETF464287630651$108,6000.04%
204Microchip Technology Inc. ComMCHPP1,340$107,5890.04%
205Vanguard Mid-Cap ETF922908629400$105,5320.04%
206Mondelez International Inc6092071051,409$103,8010.04%
207Home Depot Inc ComHD250$101,3000.04%
208Truist Finl Corp Com89832Q1092,338$99,9960.04%
209Disney Walt Co Com Disney2546871061,035$99,5570.04%
210Exelon CorpEXC2,452$99,4290.04%
211Amazon Com Inc ComAMZN525$97,8230.04%
212Target CorpTGT626$97,5680.04%
213Fortinet Inc ComFTNT1,230$95,3870.03%
214iShares Gold ETF iShares NewIAU1,902$94,5290.03%
215iShares S&P Smallcap 600/Barra Growth Index FD464287887670$93,4580.03%
216IShares Bitcoin TrustIBIT2,585$93,3960.03%
217First Tr Global Tactical CM33739H1013,901$92,4150.03%
218Xtrackers MSCI Japan Hedged Equity ETF2330515071,290$92,1190.03%
219Gamestop Corp New CL AGME-WT4,000$91,7200.03%
220Allstate Corp ComALL-PJ478$90,6530.03%
221Vanguard Value ETF922908744515$89,9040.03%
222Norfolk Southern Corp Com655844108355$88,2180.03%
223CVS/Caremark CorpCVS1,400$88,0320.03%
224Blackrock Inc ComBLK92$87,3550.03%
225Occidental Pete Corp Del Com6745991051,650$85,0410.03%
226Arista Networks Inc ComANET220$84,4400.03%
227Marriott Int CL A571903202330$82,0380.03%
228Bank of America Corp0605051042,055$81,5420.03%
229Verizon CommunicationsVZ1,785$80,1640.03%
230Booking Hldgs IncBKNG19$80,0300.03%
231American Elec Pwr Inc Com025537101766$78,5920.03%
232Travelers Cos IncTRV334$78,1960.03%
233Wells Fargo & Company9497461011,325$74,8490.03%
234Thermo Fisher Scientific IncTMO119$73,6100.03%
235Danaher Corp Del Com235851102260$72,2850.03%
236Vanguard Index FDS Small CP ETF922908751300$71,1630.03%
237Welltower IncWELL550$70,4170.03%
238Burke Herbert Financial Services Inc12135Y1081,152$70,2600.03%
239Ross Stores IncROST465$69,9870.03%
240Qualcomm Inc ComQCOM410$69,7210.03%
241Utilities Sector SPDR81369Y886850$68,6630.02%
242Energy Sector SPDR81369Y506780$68,4840.02%
243Air Products & Chemicals IncAIIR229$68,1820.02%
244VISA IncV244$67,0880.02%
245Flexshares Tr Hig Yld Vl ETFFLEX1,570$65,4140.02%
246KKR & Co Inc ComKKRT500$65,2900.02%
247iShares in Core MSCI Emerging Mkts46434G1031,125$64,5860.02%
248Global X FDS US Infr Dev ETF37954Y6731,565$64,4150.02%
249Carrier Global CorpCARR800$64,3920.02%
250Adobe Sys IncADBE124$64,2050.02%
251Lam Research Corp ComLRCX78$63,6540.02%
252Kimberly Clark Corp ComKMB447$63,5990.02%
253ConocoPhillipsCOP603$63,4840.02%
254EQT CorpEQT1,725$63,2040.02%
255UnitedHealth Group Inc ComUNH107$62,5610.02%
256General Mls Inc Com370334104825$60,9260.02%
257iShares Govt/Credit Bond464288596567$60,5780.02%
258Frequency ElectronicsFRQN5,000$60,4000.02%
259Marriott Int CL A571903202237$58,9180.02%
260iShares MSCI Eafe ETF464287465704$58,8760.02%
261Lockheed Martin CorpLMT100$58,4560.02%
262Motorola Solutions Inc Com NewMSI130$58,4520.02%
263Vanguard Index FDS McAp GR Idxvip922908538240$58,4330.02%
264Bristol Myers Squibb Co ComCELG-RI1,116$57,7420.02%
265Firstenergy Corp ComFE1,290$57,2120.02%
266Palantir Technologies Inc CL APLTR1,531$56,9530.02%
267Applied Matls Inc Com038222105279$56,3720.02%
268Vanguard Index FDS McAp Vl Idxvip922908512335$56,1690.02%
269iShares Select Dividend ETF464287168410$55,3790.02%
270Cardinal Health Inc ComCAH500$55,2600.02%
271Phillip Morris Intl, Inc.718172109449$54,5090.02%
272ChevrontexacoCVX370$54,4900.02%
273Invesco S&P 500 Garp ETFIVZ515$53,9050.02%
274Unilever PLC Amer Shs ADRUNLYF825$53,5920.02%
275PGIM Ultra-Short Bond ETF69344A1071,075$53,5140.02%
276Wal Mart Stores Inc ComWMT660$53,2950.02%
277SPDR Gold Trust ETFGLD218$52,9870.02%
278Intel Corp ComINTC2,240$52,5500.02%
279Colgate Palmolive Co ComCL505$52,4240.02%
280AON PLC Shs CL AAON150$51,8990.02%
281Delta Air Lines Inc Del Com NewDAL1,015$51,5520.02%
282Invesco S&P 500 Equal WeightIVZ285$51,0610.02%
283Wells Fargo & Company949746101895$50,5590.02%
284Vaneck Vec High Yld Mun ETF92189H409950$50,4170.02%
285Illinois Tool WKS Inc452308109190$49,7930.02%
286MSCI IncMSCI85$49,5490.02%
287Union Pac Corp ComUNP200$49,2960.02%
288Ecolab IncECL185$47,2360.02%
289American Movil NPV ADRAMXOF2,875$47,0350.02%
290Chubb Limited ComCB163$47,0080.02%
291Exxon Mobil Corp ComXOM400$46,8880.02%
292Intuit IncINTU74$45,9540.02%
293Altria Group Inc ComMO900$45,9360.02%
294Marsh & McLennan Companies, Inc.571748102205$45,7330.02%
295Amgen Inc ComAMGN140$45,1090.02%
296Hartford Group IncHIG-PG382$44,9270.02%
297Dow Inc ComDOW821$44,8510.02%
298AFLAC IncAFL400$44,7200.02%
299General Electric Co USD 0.06369604301237$44,6930.02%
300SPDR Nuveen Barclays Sht Trm78468R739925$44,5300.02%
301DFA US Small Cap ETF25434V500675$43,7810.02%
302Emerson Elec Co ComEMR400$43,7480.02%
303Nnn REIT Inc ComNNN900$43,6410.02%
304iShares Tr JP Mor Em Mk ETF464288281456$42,6720.02%
305United Parcel Services BUPS310$42,2650.02%
306Vanguard Index FDS S&P 500 ETF Shs92290836380$42,2140.02%
307Analog Divices IncADI178$40,9700.01%
308IDEXX Labs Inc Com45168D10481$40,9230.01%
309Molson Coors Beverage CO Compa CLASS B CORP COMMONTAP-A700$40,2640.01%
310AT&T Inc ComT-PC1,800$39,6000.01%
311Alerian Mlp Alps Etf00162Q452834$39,3060.01%
312Ulta Salon Cosmetics & FragranceULTA100$38,9120.01%
313General Electric Co USD 0.06369604301200$37,7160.01%
314Parker Hannifin CorpPH59$37,2770.01%
315Advanced Micro Devices Inc ComAMD225$36,9180.01%
316Invesco Water RES ETF TrustIVZ510$35,9750.01%
317Duke Energy Corp NewDUKB311$35,8580.01%
318Pinnacle West Cap Corp ComPNW400$35,4360.01%
319Cisco Sys Inc ComCSCO665$35,3910.01%
320Polaris Inds Inc ComPII425$35,3770.01%
321Nexstar Media GropNXST210$34,7240.01%
322Key Corp4932671082,040$34,1700.01%
323Oracle Corp ComORCL-PD200$34,0800.01%
324Morgan Stanley Dean WitterMS-PQ325$33,8780.01%
325Otis Worldwide Corp ComOTIS325$33,7810.01%
326Leggett & Platt Inc ComLEG2,440$33,2330.01%
327Norfolk Southern Corp Com655844108130$32,3050.01%
328Welltower IncWELL250$32,0080.01%
329Mid-America Apartment Communities Inc.59522J103200$31,7800.01%
330Vanguard High Dividend Yield ETF921946406244$31,2810.01%
331Colgate Palmolive Co ComCL300$31,1430.01%
332Select Sector SPDR Tr SBI Healthcare81369Y209200$30,8040.01%
333iShares Tr Core MSCI Eafe ETF46432F842390$30,4400.01%
334Nextera Energy IncNEE-PW360$30,4310.01%
335Autonation Inc ComAN170$30,4160.01%
336Square Inc.BSQKZ450$30,2090.01%
337Invesco Natl AMT-Free Mun Bd ETFIVZ1,250$30,1880.01%
338iShares Floating Rate Bond46429B655575$29,3480.01%
339Conagra Foods IncCAG900$29,2680.01%
340Halliburton Co ComHAL1,000$29,0500.01%
341Annaly Cap Mgmt Inc ComNLY-PJ1,440$28,9010.01%
342Dominion New RES Inc VA NewD500$28,8950.01%
343Comcast Corp New CL ACCZ675$28,1950.01%
344Honeywell Intl Inc Com438516106135$27,9060.01%
345Fideltiy Total Bond ETF316188309595$27,8100.01%
346Sysco CorpSYY350$27,3210.01%
347Genuine Parts CoGPC195$27,2380.01%
348Intuituve Surgical IncISRG55$27,0200.01%
349Xylem IncXYL200$27,0060.01%
350Clean Harbors Inc ComCLH110$26,5880.01%
351Phillips 66PSX200$26,2900.01%
352Vanguard Small-Cap Value ETF922908611130$26,1010.01%
353US BancorpUSB-PS570$26,0660.01%
354iShares Dow Jones US Healthcare464287762400$26,0000.01%
355W P Carey Inc92936U109415$25,8550.01%
356Rockwell Intl Corp New AutomationROK96$25,7720.01%
357Morgan Stanley Dean WitterMS-PQ243$25,3300.01%
358Goldman Sachs Group IncGSCE50$24,7560.01%
3593M Co ComMMM180$24,6060.01%
360SPDR Ser Tr S&P Divid ETF78464A763170$24,1470.01%
361Cummins IncCMI73$23,6370.01%
362Nike Inc CL BNKE267$23,6030.01%
363Four Corners Ppty Tr Inc Com35086T109800$23,4480.01%
364Avery Dennison CorpAVY106$23,4010.01%
365Novartis AG ADRNVSEF200$23,0040.01%
366FactSet Research Sys Inc30307510550$22,9930.01%
367Prudential Financial IncPUKPF185$22,4040.01%
368Mastercard IncMA45$22,2210.01%
369Ford Motor Co Del3453708602,060$21,7540.01%
370Wendy's Company95058W1001,233$21,6020.01%
371iShares S&P Small Cap 600 Value ETF464287879200$21,5320.01%
372Truist Finl Corp Com89832Q109500$21,3850.01%
373Discover Financial Services254709108150$21,0440.01%
374Consumer Discretionary Sector SPDR81369Y407105$21,0390.01%
375RGC Resources IncRGCO931$21,0130.01%
376Murphy USA Inc ComMUSA42$20,7010.01%
377Price T Rowe Group IncTROW187$20,3700.01%
378Tractor SupplyTSCO70$20,3650.01%
379Mondelez International Inc609207105275$20,2590.01%
380Brinks Co ComBCO175$20,2370.01%
381Take-Two Interactive SoftwarcomTTWO130$19,9820.01%
382Choice Hotels Intl Inc169905106150$19,5450.01%
383Simon Property Group Inc828806109113$19,0990.01%
384iShares ESG S&P Mid-Cap ETF46436E551450$19,0300.01%
385BP Amoco P L C Sponsored ADRBPPFF600$18,8340.01%
386Intel Corp ComINTC800$18,7680.01%
387Digital Rlty Tr Inc253868103115$18,6100.01%
388Shell PLC Spon ADSRYDAF265$17,4770.01%
389YUM Brands IncYUM125$17,4640.01%
390Vanguard Index FDS Sml CP Grw ETF92290859565$17,3790.01%
391iShares Silver TrustSLV610$17,3300.01%
392CF Industries Holdings Inc125269100200$17,1600.01%
3933M Co ComMMM125$17,0880.01%
394Roper Technologies IncROP30$16,6930.01%
395Vanguard Specialized Portfoldiv App ETF92190884480$15,8450.01%
396iShares Core S&P Small Cap ETF464287804135$15,7900.01%
397Vanguard Utilities Index Fund ETF92204A87690$15,6650.01%
398Mainstreet Bancshares Inc ComMNSBP790$14,5760.01%
399SPDR S&P 500 IndexSPY25$14,3440.01%
400Marathon Oil CorpMARA537$14,3000.01%
401Invesco Preferred ETFIVZ1,150$14,2030.01%
402Harley Davidson Inc ComHOG360$13,8710.00%
403Broadridge Finl Solutions Incom11133T10364$13,7620.00%
404Church & Dwight Co Inc ComCHD130$13,6140.00%
405Industrial Sector SPDR81369Y704100$13,5440.00%
406iShares US Telecomunications ETF464287713535$13,5140.00%
407Vanguard Intl Equity Index Fftse Europe ETF922042874190$13,5090.00%
408Snowflake Inc Ordinary Shares - Class ASNOW115$13,2090.00%
409Ge Vernova Inc Corp ComGEV50$12,7490.00%
410Global X Lith & Btry Tec ET37954Y855290$12,6410.00%
411Novo Nordisk A/SNONOF105$12,5020.00%
412Allstate Corp ComALL-PJ62$11,7580.00%
413Ge Vernova Inc Corp ComGEV46$11,7290.00%
414Edwards Lifesciences CorpEW176$11,6140.00%
415Anthem Inc ComELV22$11,4400.00%
416SPDR Ser Tr S&P Semicndctr78464A86247$11,2920.00%
417Darling International Inc.DAR300$11,1480.00%
418SPDR Series Trust S&P Biotech78464A870112$11,0660.00%
419Zoetis Inc CL AZTS55$10,7460.00%
420Emerson Elec Co ComEMR98$10,7180.00%
421Micron Technology Inc ComMU100$10,3710.00%
422DuPont DE Nemours IncDD116$10,3370.00%
423HCA Holdings IncHCA25$10,1610.00%
424Barclays 1-3 Year Treasury Bond464287457120$9,9780.00%
425Manulife Financial Corp56501R106327$9,6630.00%
426IDEX Corp45167R10445$9,6530.00%
427Salesforce Com IncCRM35$9,5800.00%
428iShares Tr S&P 500 Grwt ETF464287309100$9,5750.00%
429Sandy Spring Bancorp800363103300$9,4110.00%
430Iovance Biotherapeutics Inc.IOVA1,000$9,3900.00%
431United Bankshares Inc West VcomUNTCW252$9,3490.00%
432GE Healthcare Technologies IncGEHC99$9,2910.00%
433Eastman Chem Co ComEMN80$8,9560.00%
434Quanta Services Inc74762E10230$8,9450.00%
435Servicenow IncNOW10$8,9440.00%
436Williams Sonoma IncWSM56$8,6760.00%
437Palo Alto Networks Inc ComPANW25$8,5450.00%
438Timken CoTKR100$8,4290.00%
439Duff & Phelps Utils Income Icom23325P104821$8,2430.00%
440iShares Global Clean Energy464288224560$8,2260.00%
441Clorox Company CommonCLX50$8,1460.00%
442Cognex CorpCGNX200$8,1000.00%
443Humana Inc ComHUM25$7,9190.00%
444Fortive Corp ComFTV100$7,8930.00%
445Coca-Cola European Partners PLCCCEP100$7,8750.00%
446Harley Davidson Inc ComHOG200$7,7060.00%
447Costar Group IncCSGP100$7,5440.00%
448Centene Corp Del ComCNC100$7,5280.00%
449Nucor CorpNUE50$7,5170.00%
450Vanguard Bond Index Fund Inctotal Bd Market921937835100$7,5110.00%
451AGCO Corp ComAGCO75$7,3400.00%
452Veralto CorpVLTO63$7,0470.00%
453Travelers Cos IncTRV30$7,0240.00%
454Live Nation Entertainment IncomLYV63$6,8980.00%
455American Express Co ComAXP25$6,7800.00%
456Labcorp Holdings Inc. Ordinary SharesLH30$6,7040.00%
457CME Group IncCME30$6,6200.00%
458Autodesk IncADSK24$6,6120.00%
459Archer Daniels Midland CoADM106$6,3320.00%
460Vanguard Scottsdale FDS Int-Term Corp92206C87075$6,2810.00%
461EOG RES IncEOG51$6,2690.00%
462Nuveen Quality Municipal IncNU500$6,1900.00%
463Sherwin Williams Co.SHW16$6,1070.00%
464Boeing Co ComBA-PA40$6,0820.00%
465Select SEC Real Estate81369Y860135$6,0300.00%
466Vale S A ADRVALE500$5,8400.00%
467Chipotle Mexican Grill IncCMG100$5,7620.00%
468GE Healthcare Technologies IncGEHC61$5,7250.00%
469Select Sector SPDR Tr Technology81369Y80325$5,6440.00%
470iShares Silver TrustSLV195$5,5400.00%
471Invesco Taxable Municipal Bond ETFIVZ200$5,5140.00%
472Vontier CorpVNT150$5,0610.00%
473Knight Swift Transportation Holdings Inc49904910493$5,0170.00%
474Chesapeake Energy CorpEXE60$4,9350.00%
475iShares Tr S&P 500 Val ETF46428740825$4,9290.00%
476Kraft HeinzcompanyKHC136$4,7750.00%
477Chesapeake Utilities Corp16530310838$4,7180.00%
478Crispr Therapeutics AGCRSP100$4,6980.00%
479American Tower Corp New Com03027X10020$4,6510.00%
480Citigroup IncC-PR74$4,6320.00%
481General Motors Co37045V100100$4,4840.00%
482Liberty All Star Eqty Shs Ben Int530158104627$4,4520.00%
483CVS/Caremark CorpCVS70$4,4020.00%
484SPDR Dow Jones Industrial Average78467X10910$4,2310.00%
485Schwab Charles Corp NewSCHW-PJ65$4,2130.00%
486Kyndryl Hldgs Inc Common StockKD180$4,1360.00%
487First Tr Exch Traded FD III Pfd Secs Inc ETF33739E108220$3,9820.00%
488Biogen Inc ComBIIB20$3,8770.00%
489New Linde PLC NPVLIN8$3,8150.00%
490Ingevity Corp ComNGVT80$3,1200.00%
491iShares Tr 3 7 Yr Treas Bd46428866125$2,9900.00%
492Warner Bros Discovery Inc Com Ser AWBD361$2,9780.00%
493Enterprise Partners LP293792107100$2,9110.00%
494Cigna Corp1255231008$2,7720.00%
495Warner Bros Discovery Inc Com Ser AWBD304$2,5080.00%
496Genworth Finl Inc CL A37247D106365$2,5000.00%
497Vanguard Scttsdl Lng-CP Bd92206C81330$2,4370.00%
498iShares Iboxx Invest Grade CRP Bond46428724220$2,2600.00%
499ORPGOLF35$2,2310.00%
500iShares 1-3 Yr Cr Bd ETF46428864640$2,1060.00%