Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 Q3 2024 · Filed October 25, 2024 · Accession 0001104659-24-111312

Total Value
$2.43B
Positions
1,936
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES S&P MIDCAP 400 INDEX4642875072,330,795$145.3M6.13%
2ISHARES S&P 500 INDEX FUND464287200171,855$99.1M4.18%
3NVIDIA CORPNVDA548,331$66.6M2.81%
4ISHARES S&P SMALLCAP 600 INDEX FUND464287804540,138$63.2M2.67%
5APPLE, INC.AAPL266,367$62.1M2.62%
6SPDR S&P 500 ETF TRUSTSPY102,683$58.9M2.49%
7MIDCAP 400 SPDR TRUST SERIES 2MDY91,057$51.9M2.19%
8MICROSOFT CORPMSFT103,335$44.5M1.88%
9MICROSOFT CORPMSFT100,681$43.3M1.83%
10APPLE, INC.AAPL178,560$41.6M1.76%
11J P MORGAN EXCHANGE TRADED F46641Q332640,980$38.1M1.61%
12AMAZON COM INCAMZN201,867$37.6M1.59%
13ISHARES CORE S&P VALUE ETF464287663366,426$35.0M1.48%
14BERKSHIRE HATHAWAY INC BBRK-A72,725$33.5M1.41%
15ISHARES CORE S&P US GROWTH464287671244,492$32.3M1.36%
16WISDOMTREE TRWT583,172$29.8M1.26%
17ISHARES S&P 500 INDEX FUND46428720051,482$29.7M1.25%
18ALPHABET INC-CL CGOOG168,585$28.2M1.19%
19VANGUARD MSCI EAFE ETF921943858480,811$25.4M1.07%
20ALPHABET INC -CL AGOOG115,668$19.2M0.81%
21NVIDIA CORPNVDA146,980$17.8M0.75%
22ISHARES TR46434V456426,961$17.7M0.75%
23J P MORGAN CHASE & COVYLD82,032$17.3M0.73%
24J P MORGAN CHASE & COVYLD79,689$16.8M0.71%
25DANAHER CORP23585110256,840$15.8M0.67%
26HOME DEPOT, INCHD38,148$15.5M0.65%
27MASTERCARD INCORPORATEDMA30,176$14.9M0.63%
28BLACKSTONE INCBX96,181$14.7M0.62%
29WAL-MART STORES, INCWMT176,154$14.2M0.60%
30DIMENSIONAL ETF TRUST25434V609251,127$14.0M0.59%
31ELI LILLY AND COMPANYLLY15,534$13.8M0.58%
32DIMENSIONAL ETF TRUST25434V724329,225$13.7M0.58%
33META PLATFORMS, INC. CL AMETA23,750$13.6M0.57%
34ISHARES S&P SMALLCAP 600 INDEX FUND464287804115,354$13.5M0.57%
35MC DONALDS CORPMCD44,197$13.5M0.57%
36LOWE'S COMPANIES, INC54866110748,889$13.2M0.56%
37VANGUARD SCOTTSDALE FDS92206C680132,272$12.8M0.54%
38JOHNSON & JOHNSONJNJ77,883$12.6M0.53%
39NEXTERA ENERGY INCNEE-PW148,300$12.5M0.53%
40THERMO FISHER SCIENTIFIC, INCTMO19,104$11.8M0.50%
41RTX CORPORATIONRTX96,547$11.7M0.49%
42PALO ALTO NETWORKS INCPANW33,045$11.3M0.48%
43ORACLE CORPORATIONORCL-PD66,006$11.2M0.47%
44COSTCO WHOLESALE CORPORATION22160K10512,601$11.2M0.47%
45PALO ALTO NETWORKS INCPANW31,892$10.9M0.46%
46TJX COMPANIES, INC.87254010988,522$10.4M0.44%
47SALESFORCE INCCRM37,140$10.2M0.43%
48ISHARES S&P MIDCAP 400 GROWTH INDEX FUND464287606109,409$10.1M0.42%
49PEPSICO, INCPEP57,990$9.9M0.42%
50ZOETIS INCZTS50,299$9.8M0.41%
51AMERICAN EXPRESS COAXP35,930$9.7M0.41%
52ISHARES RUSSELL 1000 INDEX FUND46428762230,980$9.7M0.41%
53ISHARES DOW JONES US TECHNOLOGY SECTOR INDEX46428772163,135$9.6M0.40%
54EXXON MOBIL CORPORATIONXOM78,219$9.2M0.39%
55BLACKROCK, INCBLK9,550$9.1M0.38%
56MICROCHIP TECHNOLOGY INCORPORATEDMCHPP112,685$9.0M0.38%
57AMERICAN TOWER CORP03027X10038,874$9.0M0.38%
58VANGUARD MSCI EMERGING MARKETS ETF922042858187,273$9.0M0.38%
59VANGUARD GROWTH ETF92290873623,293$8.9M0.38%
60CISCO SYSTEMS, INCCSCO166,799$8.9M0.37%
61STRYKER CORPSYK24,174$8.7M0.37%
62AMAZON COM INCAMZN45,901$8.6M0.36%
63TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD87403910048,635$8.4M0.36%
64META PLATFORMS, INC. CL AMETA14,612$8.4M0.35%
65VISA INC AV30,126$8.3M0.35%
66ELEVANCE HEALTH INCELV15,895$8.3M0.35%
67SHORE BANCSHARES INCSHBI583,536$8.2M0.34%
68GOLDMAN SACHS GROUP INCGSCE16,250$8.0M0.34%
69J P MORGAN EXCHANGE TRADED F46641Q837158,131$8.0M0.34%
70RAYTHEON TECHNOLOGIES CORPRTX65,789$8.0M0.34%
71CAPITAL ONE FINANCIAL CORP14040H10552,442$7.9M0.33%
72MASTERCARD INCORPORATEDMA15,771$7.8M0.33%
73TECHNOLOGY SELECT SECTOR SPDR81369Y80334,065$7.7M0.32%
74ACCENTURE PLC CL AACN21,649$7.7M0.32%
75WASTE MANAGEMENT INC94106L10936,684$7.6M0.32%
76COSTCO WHOLESALE CORPORATION22160K1058,415$7.5M0.31%
77WAL-MART STORES, INCWMT92,255$7.4M0.31%
78UNITEDHEALTH GROUP INCORPORATEDUNH12,448$7.3M0.31%
79SERVICENOW INCNOW8,010$7.2M0.30%
80MARRIOTT INTERNATIONAL, INC CL A57190320228,231$7.0M0.30%
81ACCENTURE PLC CL AACN19,693$7.0M0.29%
82BERKSHIRE HATHAWAY INC BBRK-A14,903$6.9M0.29%
83ISHARES S&P MIDCAP 400 INDEX464287507108,649$6.8M0.29%
84DIMENSIONAL ETF TRUST25434V401104,894$6.5M0.28%
85ABBOTT LABORATORIESABLZF56,325$6.4M0.27%
86INTUITIVE SURGICAL INCISRG12,924$6.3M0.27%
87THERMO FISHER SCIENTIFIC, INCTMO10,104$6.3M0.26%
88ADOBE SYSTEMS INCADBE11,935$6.2M0.26%
89ISHARES IBONDS DEC 2026 CORP ETF46435GAA0252,186$6.1M0.26%
90MATERIALS SELECT SECTOR SPDR TRUST81369Y10063,332$6.1M0.26%
91APPLE, INC.AAPL25,987$6.1M0.26%
92EATON CORP PLCETN18,120$6.0M0.25%
93S&P GLOBAL INCSPGI11,521$6.0M0.25%
94TRANE TECHNOLOGIES PLCTT15,301$5.9M0.25%
95ABBOTT LABORATORIESABLZF51,932$5.9M0.25%
96ISHARES S&P 500 INDEX FUND46428720010,170$5.9M0.25%
97EATON CORP PLCETN17,694$5.9M0.25%
98ISHARES IBONDS DEC 2027 CORP ETF46435UAA9237,347$5.8M0.24%
99ABBVIE INCABBV29,175$5.8M0.24%
100DANAHER CORP23585110220,719$5.8M0.24%
101AIR PRODUCTS & CHEMICALS INCAIIR19,245$5.7M0.24%
102BROOKFIELD CORP11271J107107,732$5.7M0.24%
103GOLDMAN SACHS GROUP INCGSCE11,501$5.7M0.24%
104ISHARES IBONDS DEC 2028 CORP ETF46435U515223,038$5.7M0.24%
105MC DONALDS CORPMCD18,670$5.7M0.24%
106PROCTER & GAMBLE COMPANY74271810932,650$5.7M0.24%
107ISHARES IBONDS DEC 2025 CORP ETF46434VBD1223,812$5.6M0.24%
108HONEYWELL INTERNATIONAL, INC43851610627,047$5.6M0.24%
109CHENIERE ENERGY, INCLNG30,795$5.5M0.23%
110QUALCOMM INCORPORATEDQCOM32,545$5.5M0.23%
111LABCORP HOLDINGS INCLH24,687$5.5M0.23%
112CATERPILLAR INCCAT13,802$5.4M0.23%
113ISHARES IBONDS DEC 2029 CORP ETF46436E205229,310$5.4M0.23%
114ADOBE SYSTEMS INCADBE10,303$5.3M0.23%
115ISHARES IBONDS DEC 2030 CORP ETF46436E726238,865$5.3M0.22%
116WALT DISNEY COMPANY25468710654,541$5.2M0.22%
117CONSUMER DISCRETIONARY SELECT SECTOR SPDR81369Y40725,968$5.2M0.22%
118ISHARES IBONDS DEC 2031 CORP ETF46436E486243,588$5.2M0.22%
119WALT DISNEY COMPANY25468710653,590$5.2M0.22%
120ALPHABET INC-CL CGOOG30,650$5.1M0.22%
121VERIZON COMMUNICATIONSVZ113,068$5.1M0.21%
122ISHARES IBONDS DEC 2032 CORP ETF46436E312193,230$5.0M0.21%
123FINANCIAL SELECT SECTOR SPDR FUND81369Y605107,774$4.9M0.21%
124ASML HOLDING N VASMLF5,685$4.7M0.20%
125BRISTOL-MYERS SQUIBB COMPANYCELG-RI91,326$4.7M0.20%
126UNILEVER PLC SPON ADRUNLYF72,475$4.7M0.20%
127SHELL PLC ADRRYDAF70,875$4.7M0.20%
128VANGUARD SHORT TERM CORPORATE BOND ETF92206C40957,908$4.6M0.19%
129ISHARES IBONDS DEC 2033 CORP ETF46436E130171,231$4.5M0.19%
130INVESCO QQQ TRIVZ9,260$4.5M0.19%
131T-MOBILE US INCTMUSZ21,733$4.5M0.19%
132THE CHARLES SCHWAB CORPORATIONSCHW-PJ67,440$4.4M0.18%
133HOME DEPOT, INCHD10,716$4.3M0.18%
134ISHARES MSCI EAFE ETF46428746551,136$4.3M0.18%
135AMERICAN EXPRESS COAXP15,743$4.3M0.18%
136MERCK & CO INCMRK36,346$4.1M0.17%
137CONOCOPHILLIPSCOP38,723$4.1M0.17%
138CONSTELLATION BRANDS INC ASTZ15,743$4.1M0.17%
139QUANTA SERVICES, INC74762E10213,515$4.0M0.17%
140JOHNSON & JOHNSONJNJ24,355$3.9M0.17%
141DIMENSIONAL ETF TRUST25434V666125,023$3.9M0.16%
142MONDELEZ INTL INC60920710551,668$3.8M0.16%
143AUTOMATIC DATA PROCESSING, INCADP13,740$3.8M0.16%
144FIRST TR EXCHANGE-TRADED FD33738D101112,903$3.8M0.16%
145DEERE & CODE9,056$3.8M0.16%
146ZOETIS INCZTS19,293$3.8M0.16%
147ASTRAZENECA PLC ADRAZN48,104$3.7M0.16%
148NORFOLK SOUTHERN CORPORATION65584410814,552$3.6M0.15%
149NIKE INC CL BNKE40,772$3.6M0.15%
150CIGNA CORP NEW12552310010,369$3.6M0.15%
151FIRST COMMONWEALTH FINANCIAL CORPORATION319829107208,544$3.6M0.15%
152THE CHARLES SCHWAB CORPORATIONSCHW-PJ53,903$3.5M0.15%
153VISA INC AV12,705$3.5M0.15%
154ISHARES IBONDS DEC 2024 CORP ETF46434VBG4136,019$3.4M0.14%
155VANGUARD SMALL CAP ETF92290875114,377$3.4M0.14%
156ALPHABET INC -CL AGOOG20,475$3.4M0.14%
157ISHARES RUSSELL MIDCAP INDEX FUND46428749937,517$3.3M0.14%
158NVIDIA CORPNVDA26,771$3.3M0.14%
159VANGUARD INFO TECH ETF92204A7025,526$3.2M0.14%
160BOOKING HOLDINGS INCBKNG760$3.2M0.14%
161TRUIST FINL CORP89832Q10974,444$3.2M0.13%
162CVS HEALTH CORPCVS50,164$3.2M0.13%
163DIMENSIONAL ETF TRUST25434V50047,073$3.1M0.13%
164NEXTERA ENERGY, INCNEE-PW36,014$3.0M0.13%
165PROCTER & GAMBLE COMPANY74271810917,460$3.0M0.13%
166COCA-COLA COMPANYKO42,030$3.0M0.13%
167SHELL PLC ADRRYDAF45,695$3.0M0.13%
168CHEVRON CORPORATIONCVX20,303$3.0M0.13%
169MONDELEZ INTL INC60920710539,820$2.9M0.12%
170L3HARRIS TECHNOLOGIES INCLHX12,028$2.9M0.12%
171UNION PACIFIC CORPORATIONUNP11,452$2.8M0.12%
172FORTIVE CORPFTV34,984$2.8M0.12%
173BROADCOM INCAVGO15,977$2.8M0.12%
174HEALTH CARE SELECT SECTOR SPDR81369Y20917,751$2.7M0.12%
175SPDR S&P BANK ETF78464A79750,947$2.7M0.11%
176UNION PACIFIC CORPORATIONUNP10,927$2.7M0.11%
177AMPHENOL CORPORATION A03209510141,296$2.7M0.11%
178BLACKROCK INCBLK2,828$2.7M0.11%
179ELI LILLY AND COMPANYLLY2,998$2.7M0.11%
180VANGUARD INT TERM CORP92206C87031,632$2.6M0.11%
181ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND46428755618,078$2.6M0.11%
182AFLAC INCORPORATEDAFL23,128$2.6M0.11%
183D R HORTON INC23331A10913,467$2.6M0.11%
184SCHWAB US DIVIDEND EQUITY ETF80852479730,234$2.6M0.11%
185PAYPAL HOLDINGS INC.PYPL32,533$2.5M0.11%
186COMCAST CORPORATION CLASS ACCZ60,523$2.5M0.11%
187MICROSOFT CORPMSFT5,840$2.5M0.11%
188ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FD46428729130,153$2.5M0.11%
189TAKE-TWO INTERACTIVE SOFTWARETTWO16,186$2.5M0.10%
190PROLOGIS, INCPLDGP19,353$2.4M0.10%
191THE TRADE DESK INC88339J10522,052$2.4M0.10%
192UBER TECHNOLOGIES INCUBER31,762$2.4M0.10%
193UTILITIES SELECT SECTOR SPDR FUND81369Y88629,493$2.4M0.10%
194NIKE INC CL BNKE26,830$2.4M0.10%
195STARBUCKS CORPSBUX23,959$2.3M0.10%
196VANGUARD INTERMEDIATE TERM TREASURY ETF92206C70638,593$2.3M0.10%
197OTIS WORLDWIDE CORPOTIS22,008$2.3M0.10%
198ISHARES RUSSELL 1000 VALUE INDEX46428759812,044$2.3M0.10%
199SPDR S&P REGIONAL BANKING ETF78464A69840,170$2.3M0.10%
200INTERCONTINENTAL EXCHANGE, INC45866F10413,868$2.2M0.09%
201AMERICAN TOWER CORP03027X1009,575$2.2M0.09%
202APTIV PLCAPTV30,791$2.2M0.09%
203SPDR S&P BIOTECH ETF78464A87021,512$2.1M0.09%
204AMAZON COM INCAMZN11,391$2.1M0.09%
205ISHARES LEHMAN AGGREGATE BOND FUND46428722620,861$2.1M0.09%
206FIRST TR EXCHANGE-TRADED FD33738R50634,842$2.1M0.09%
207ROCKWELL AUTOMATION INCROK7,663$2.1M0.09%
208SPDR S&P 500 ETF TRUSTSPY3,512$2.0M0.09%
209VANGUARD GROWTH ETF9229087365,211$2.0M0.08%
210ESTEE LAUDER COMPANIES CL A51843910420,041$2.0M0.08%
211VALERO ENERGY CORPORATIONVLO14,433$1.9M0.08%
212PHILIP MORRIS INTERNATIONAL INC71817210916,025$1.9M0.08%
213CHEVRON CORPORATIONCVX13,200$1.9M0.08%
214AMGEN, INCAMGN5,994$1.9M0.08%
215EQT CORPORATIONEQT51,859$1.9M0.08%
216MARRIOTT INTERNATIONAL, INC CL A5719032027,634$1.9M0.08%
217L3HARRIS TECHNOLOGIES INCLHX7,952$1.9M0.08%
218WELLTOWER INCWELL14,670$1.9M0.08%
219TJX COMPANIES, INC.87254010915,971$1.9M0.08%
220BERKSHIRE HATHAWAY INC BBRK-A3,931$1.8M0.08%
221ISHARES MSCI EAFE ETF46428746520,611$1.7M0.07%
222DATADOG INCDDOG14,947$1.7M0.07%
223EXXON MOBIL CORPORATIONXOM14,508$1.7M0.07%
224ASTRAZENECA PLC ADRAZN21,640$1.7M0.07%
225VEEVA SYS INCVEEV7,949$1.7M0.07%
226ENERGY SELECT SECTOR SPDR FUND81369Y50618,576$1.6M0.07%
227ORACLE CORPORATIONORCL-PD9,524$1.6M0.07%
228SPDR S&P 500 ETF TRUSTSPY2,800$1.6M0.07%
229VANGUARD VALUE ETF9229087449,113$1.6M0.07%
230FIRST SOLAR INCFSLR6,343$1.6M0.07%
231VANGUARD DIVIDEND APPRECIATION ETF9219088447,974$1.6M0.07%
232DOMINION RESOURCES, INCD27,093$1.6M0.07%
233SHERWIN WILLIAMS COSHW4,085$1.6M0.07%
234DIMENSIONAL ETF TRUST25434V81550,184$1.5M0.07%
235EXXON MOBIL CORPORATIONXOM13,086$1.5M0.06%
236SEMPRASREA17,789$1.5M0.06%
237MARRIOTT INTERNATIONAL, INC CL A5719032025,940$1.5M0.06%
238ISHARES RUSSELL 2000 VALUE INDEX FUND4642876308,843$1.5M0.06%
239MIDCAP 400 SPDR TRUST SERIES 1MDY2,567$1.5M0.06%
240GENERAC HOLDINGS INCGNRC9,163$1.5M0.06%
241SPDR SER TR78468R8129,207$1.5M0.06%
242VANGUARD TOTAL STOCK MARKET ETF9229087694,994$1.4M0.06%
243ISHARES RUSSELL 1000 GROWTH INDEX4642876143,756$1.4M0.06%
244LOWE'S COMPANIES, INC5486611075,198$1.4M0.06%
245VANGUARD TOTAL STOCK MARKET ETF9229087694,861$1.4M0.06%
246FIRST TR EXCHANGE-TRADED FD33738D87955,533$1.4M0.06%
247VERTIV HOLDINGS COVRT13,663$1.4M0.06%
248FORTIVE CORPFTV17,175$1.4M0.06%
249J P MORGAN EXCHANGE TRADED F46641Q33222,644$1.3M0.06%
250VANGUARD GROWTH ETF9229087363,503$1.3M0.06%
251INDUSTRIAL SELECT SECTOR SPDR FUND81369Y7049,922$1.3M0.06%
252VANGUARD INDEX FDS9229083632,545$1.3M0.06%
253DIAGEO PLC ADRDGEAF9,463$1.3M0.06%
254TORTOISE NORTH AMERICAN PIPELINE FUND56167N72042,131$1.3M0.06%
255LOCKHEED MARTIN CORPLMT2,199$1.3M0.05%
256ALPHABET INC-CL CGOOG7,647$1.3M0.05%
257LEIDOS HOLDINGS INCLDOS7,820$1.3M0.05%
258MCCORMICK & COMPANY, INCMKC-V15,208$1.3M0.05%
259VANGUARD SMALL CAP ETF9229087515,248$1.2M0.05%
260SPDR S&P BIOTECH ETF78464A87012,497$1.2M0.05%
261ISHARES IBONDS DEC 2026 MUNI ETF46435U25948,122$1.2M0.05%
262ISHARES CORE MSCI EMERGING MARKETS ETF46434G10321,276$1.2M0.05%
263ISHARES RUSSELL MIDCAP GROWTH INDEX46428748110,362$1.2M0.05%
264VANGUARD MID-CAP ETF INDEX FDS9229086294,577$1.2M0.05%
265LOCKHEED MARTIN CORPLMT2,037$1.2M0.05%
266ISHARES IBONDS DEC 2028 MUNI ETF46435U32545,976$1.2M0.05%
267BANK OF AMERICA CORPORATION06050510429,520$1.2M0.05%
268INVESCO QQQ TRIVZ2,400$1.2M0.05%
269MATERIALS SELECT SECTOR SPDR TRUST81369Y10012,095$1.2M0.05%
270SCHWAB US LARGE-CAP ETF80852420116,984$1.2M0.05%
271CUMMINS INCCMI3,548$1.1M0.05%
272JACOBS SOLUTIONS INCJ8,745$1.1M0.05%
273ILLINOIS TOOL WORKS4523081094,367$1.1M0.05%
274INTERNATIONAL BUSINESS MACHINES CORPINTR5,140$1.1M0.05%
275ISHARES RUSSELL 2000 INDEX FUND4642876555,127$1.1M0.05%
276ENBRIDGE INCENNPF27,759$1.1M0.05%
277PROCTER & GAMBLE COMPANY7427181096,380$1.1M0.05%
278CORTEVA INCCTVA18,645$1.1M0.05%
279ISHARES IBONDS DEC 2027 MUNI ETF46435U28342,632$1.1M0.05%
280UNITED PARCEL SERVICE, INCUPS7,955$1.1M0.05%
281ISHARES RUSSELL 1000 VALUE INDEX4642875985,688$1.1M0.05%
282CORNING, INCGLW23,902$1.1M0.05%
283BROOKFIELD ASSET MANAGMT LTD11300410522,602$1.1M0.05%
284ALPHABET INC -CL AGOOG6,397$1.1M0.04%
285SOUTHERN COMPANYSOMN11,644$1.1M0.04%
286ISHARES IBONDS DEC 2025 MUNI ETF46435U43239,324$1.0M0.04%
287AGNICO EAGLE MINES LTDAEM12,789$1.0M0.04%
288SPDR SER TR78464A40912,355$1.0M0.04%
289VERALTO CORPVLTO9,025$1.0M0.04%
290INTEL CORPORATIONINTC42,595$999,2790.04%
291ISHARES RUSSELL 1000 GROWTH INDEX4642876142,653$995,8830.04%
292TESLA INCTSLA3,754$982,2000.04%
293FORTUNE BRANDS INNOVATIONS IFBIN10,944$979,7990.04%
294FULTON FINANCIAL CORPORATION36027110053,893$977,0800.04%
295NOVARTIS AG - ADRNVSEF8,421$968,5830.04%
296ISHARES IBONDS DEC 2029 MUNI ETF46436E16337,249$949,4770.04%
297UNITED BANKSHARES INC WEST VUNTCW25,508$946,3470.04%
298ISHARES CORE MSCI EMERGING MARKETS ETF46434G10316,337$937,9070.04%
299ISHARES DOW JONES US TECHNOLOGY SECTOR INDEX4642877216,174$936,1020.04%
300ISHARES BARCLAYS TIPS BOND FUND4642871768,370$924,6340.04%
301TESLA INCTSLA3,476$909,4260.04%
302VANGUARD INDEX FDS9229083631,718$906,6190.04%
303PAYCOM SOFTWARE INCPAYC5,420$902,8100.04%
304DUPONT DE NEMOURS INCDD9,935$885,3080.04%
305CONSUMER STAPLES SELECT SECTOR SPDR FUND81369Y30810,658$884,6140.04%
306DOMINION RESOURCES, INCD15,236$880,4890.04%
307ISHARES RUSSELL 1000 VALUE INDEX4642875984,626$878,0150.04%
308PEPSICO, INCPEP5,134$872,9990.04%
309ADVANCED MICRO DEVICES INCAMD5,292$868,3120.04%
310ROCKWELL AUTOMATION INCROK3,225$865,7840.04%
311VANGUARD FTSE ALL-WORLD EX US INDEX FUND92204277513,688$862,3440.04%
312GITLAB INCGTLB16,707$861,0790.04%
313ABBVIE INCABBV4,345$858,1170.04%
314ISHARES RUSSELL 2000 INDEX FUND4642876553,867$854,1820.04%
315KIMBERLY CLARK CORPKMB5,997$853,2530.04%
316REVVITY INCRVTY6,667$851,7090.04%
317COLGATE PALMOLIVE COCL7,985$828,9230.03%
318ISHARES IBONDS DEC 2024 MUNI ETF46435U69731,593$824,5770.03%
319ORACLE CORPORATIONORCL-PD4,776$813,8050.03%
320ONEOK, INCOKE8,925$813,3350.03%
321ACCENTURE PLC CL AACN2,289$809,1160.03%
322ABBVIE INCABBV4,079$805,5540.03%
323DOW INCDOW14,642$799,8920.03%
324CITIGROUP INCC-PR12,727$796,7100.03%
325O'REILLY AUTOMOTIVE INC67103H107657$756,6020.03%
326PNC FINANCIAL SERVICES GROUP6934751054,077$753,6330.03%
327FEDEX CORPFDX2,741$750,1570.03%
328ATMOS ENERGY CORPORATIONATO5,401$749,1730.03%
329DUPONT DE NEMOURS INCDD8,380$746,7420.03%
330ISHARES IBONDS DEC 2034 CORP ETF46438G65327,944$746,3840.03%
331VANGUARD WORLD FD92204A3066,089$745,7690.03%
332MEDTRONIC HLDGMDT8,167$735,2750.03%
333VANGUARD DIVIDEND APPRECIATION ETF9219088443,693$731,4360.03%
334EOG RES INCEOG5,938$729,9590.03%
335CHIPOTLE MEXICAN GRILL INCCMG12,650$728,8930.03%
336NXP SEMICONDUCTORS N VNXPI3,010$722,4310.03%
337LYONELLBASELL INDUSTRIES NV CL ALYB7,507$719,9210.03%
338MERCK & CO INCMRK6,076$689,9910.03%
339ALEXANDRIA REAL ESTATE EQ IN0152711095,761$684,1190.03%
340VANGUARD TOTAL STOCK MARKET ETF9229087692,412$682,9170.03%
341ECOLAB INC.ECL2,660$679,1780.03%
342SNOWFLAKE INCSNOW5,847$671,5870.03%
343DBX ETF TR23305120015,857$666,3310.03%
344INTERNATIONAL BUSINESS MACHINES CORPINTR2,995$662,1350.03%
345LOWE'S COMPANIES, INC5486611072,444$661,9350.03%
346CLOROX COMPANYCLX4,049$659,6230.03%
347DEVON ENERGY CORPORATION25179M10316,711$653,7340.03%
348ALTRIA GROUP, INCMO12,720$649,2290.03%
349SCIENCE APPLICATIONS INTL CO8086251074,621$643,6070.03%
350META PLATFORMS, INC. CL AMETA1,124$643,1700.03%
351J P MORGAN CHASE & COVYLD3,035$639,9480.03%
352ISHARES RUSSELL MIDCAP GROWTH INDEX4642874815,440$638,0580.03%
353INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGTIVZ3,545$635,1220.03%
354UTILITIES SELECT SECTOR SPDR FUND81369Y8867,856$634,6080.03%
355BURKE HERBERT FINL SVCS CORP12135Y10810,362$631,9790.03%
356INTERNATIONAL BUSINESS MACHINES CORPINTR2,846$629,1940.03%
357ISHARES RUSSELL 2000 INDEX FUND4642876552,827$624,3600.03%
358SYSCO CORPSYY7,908$617,2980.03%
359ISHARES IBONDS DEC 2030 MUNI ETF46438G68723,837$616,5440.03%
360INVESCO EXCHANGE TRADED FD TIVZ20,694$613,5650.03%
361AMGEN, INCAMGN1,887$607,9220.03%
362PFIZER, INCPFE20,369$589,4790.02%
363STARBUCKS CORPSBUX6,039$588,7420.02%
364DEERE & CODE1,405$586,5370.02%
365NETFLIX, INCNFLX817$579,1190.02%
366BECTON DICKINSON & COBDX2,390$576,2290.02%
367CSX CORPCSX16,404$566,4300.02%
368VANGUARD WORLD FD MEGA CAP INDEX9219108732,736$565,3680.02%
369WAL-MART STORES, INCWMT6,968$562,7020.02%
370VISA INC AV2,044$561,9980.02%
371ISHARES4642874082,844$560,7510.02%
372ELI LILLY AND COMPANYLLY619$548,4090.02%
373PHILLIPS 66PSX4,156$546,3060.02%
374INVESCO EXCHANGE TRADED FD TIVZ27,382$541,6160.02%
375BCE INC.BCPPF15,387$535,4680.02%
376VANGUARD REIT ETF9229085535,369$523,0480.02%
377AGCO CORPORATIONAGCO5,337$522,2790.02%
378NOVARTIS AG - ADRNVSEF4,537$521,8460.02%
379BANK OF AMERICA CORPORATION06050510412,993$515,5720.02%
380ISHARES RUSSELL MIDCAP VALUE INDEX4642874733,826$505,9890.02%
381CADENCE DESIGN SYSTEM INCCDNS1,866$505,7420.02%
382NORFOLK SOUTHERN CORPORATION6558441082,032$505,0760.02%
383BOOZ ALLEN HAMILTON HLDG CORBAH3,069$499,5110.02%
384ISHARES CORE MSCI EAFE ETF46432F8426,399$499,4560.02%
385COCA-COLA COMPANYKO6,935$498,3500.02%
386VANGUARD INDEX FDS9229086371,871$492,7210.02%
387HOME DEPOT, INCHD1,199$485,9520.02%
388STRYKER CORPSYK1,339$483,7280.02%
389DUKE ENERGY CORPDUKB4,119$474,9210.02%
390MEDTRONIC HLDGMDT5,248$472,4740.02%
391VANGUARD MALVERN FDS9220208059,556$471,2070.02%
392ISHARES S&P 500 GROWTH INDEX FUND4642873094,884$467,6430.02%
393CONOCOPHILLIPSCOP4,409$464,2300.02%
394VERTEX PHARMACEUTICALS INCVRTX989$459,9650.02%
395INVESCO EXCHANGE TRADED FD TIVZ6,473$456,6060.02%
396FINANCIAL SELECT SECTOR SPDR FUND81369Y60510,073$456,5090.02%
397FIRST TR EXCHANGE-TRADED FD33733E3022,123$449,7160.02%
398GENERAL ELECTRIC CO3696043012,372$447,3120.02%
399ISHARES COHEN & STEERS REALTY MAJORS INDEX4642875646,775$446,5380.02%
400GENERAL DYNAMICS CORPGD1,450$438,1900.02%
401LISTED FD TR53656F86220,231$436,4000.02%
402JOHNSON & JOHNSONJNJ2,692$436,3080.02%
403QUALCOMM INCORPORATEDQCOM2,558$434,9880.02%
404TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD8740391002,499$434,0020.02%
405FIRST TR EXCH TRD ALPHDX FD33737J8026,550$424,7020.02%
406VANGUARD DIVIDEND APPRECIATION ETF9219088442,108$417,5640.02%
407CISCO SYSTEMS, INCCSCO7,829$416,6380.02%
408VANGUARD MID-CAP ETF INDEX FDS9229086291,575$415,5320.02%
409ISHARES CORE S&P TOTAL STK ETF4642871503,288$413,0390.02%
410PIMCO ETF TR72201R8334,063$409,0990.02%
411MC DONALDS CORPMCD1,318$401,3990.02%
412THE CHARLES SCHWAB CORPORATIONSCHW-PJ6,091$394,7580.02%
413ISHARES BARCLAYS TIPS BOND FUND4642871763,570$394,3520.02%
414ISHARES DOW JONES SELECT DIVIDEND4642871682,870$387,6510.02%
415THE HERSHEY COMPANYHSY2,004$384,3800.02%
416INVESCO EXCH TRADED FD TR IIIVZ7,786$381,9850.02%
417VANGUARD TELECOMMUNICATION SERVICES ETF92204A8842,589$376,4150.02%
418UNITED PARCEL SERVICE, INCUPS2,758$376,0260.02%
419BOEING COMPANYBA-PA2,470$375,5880.02%
420WELLS FARGO COMPANY9497461016,629$374,4720.02%
421AMETEK, INCAME2,174$373,2980.02%
422VERIZON COMMUNICATIONSVZ8,218$369,0660.02%
423FEDERAL RLTY INVT TR NEW3137451013,190$366,7390.02%
424CARLISLE COS INC142339100809$363,8480.02%
425VANGUARD TAX-MANAGED FDS9219438586,869$362,7290.02%
426BOEING COMPANYBA-PA2,374$360,9430.02%
427FORTINET INCFTNT4,500$348,9750.01%
428DIGITAL RLTY TR INC2538681032,151$348,0480.01%
429TECHNOLOGY SELECT SECTOR SPDR81369Y8031,532$345,8660.01%
430ISHARES DOW JONES US TECHNOLOGY SECTOR INDEX4642877212,280$345,7630.01%
431NUCOR CORPNUE2,295$345,0890.01%
432BLOCK INCBSQKZ5,140$345,0490.01%
433DIMENSIONAL ETF TRUST25434V8079,054$344,7900.01%
434UNITEDHEALTH GROUP INCORPORATEDUNH588$343,7920.01%
435PFIZER, INCPFE11,806$341,6660.01%
436GALLAGHER ARTHUR J & CO3635761091,213$341,3020.01%
437EMERSON ELECTRIC COEMR3,091$338,0440.01%
438NORTHROP GRUMMAN CORPORATIONNOC634$334,7960.01%
439XCEL ENERGY, INCXELLL5,118$334,2060.01%
440COCA-COLA COMPANYKO4,598$330,4470.01%
441ISHARES RUSSELL 2000 GROWTH4642876481,153$327,4520.01%
442INTEL CORPORATIONINTC13,904$326,1880.01%
443VANGUARD SMALL CAP ETF9229087511,364$323,5540.01%
444LULULEMON ATHLETICA INCLULU1,187$322,0930.01%
445RIO TINTO PLC ADRRTNTF4,473$318,3430.01%
446DOMINION RESOURCES, INCD5,434$314,0190.01%
447SCHWAB US DIVIDEND EQUITY ETF8085247973,668$310,0580.01%
448DUKE ENERGY CORPDUKB2,686$309,6960.01%
449BOEING COMPANYBA-PA2,020$307,1210.01%
450CROWDSTRIKE HLDGS INCCRWD1,095$307,1150.01%
451SPDR DOW JONES INDUSTRIAL AVG ETF78467X109720$304,6460.01%
452ISHARES BARCLAYS TIPS BOND FUND4642871762,755$304,3450.01%
453TRUIST FINL CORP89832Q1097,003$299,5190.01%
454BAKER HUGHES COMPANYBKR8,269$298,9250.01%
455ISHARES DOW JONES US HEALTHCARE SECTOR INDEX4642877624,590$298,3500.01%
456STATE STREET CORPSTT-PG3,340$295,4900.01%
457SPDR SER TR78464A8475,389$294,6760.01%
458PHILLIPS 66PSX2,236$293,9140.01%
459BROADCOM INCAVGO1,701$293,5050.01%
460AMERICAN ELECTRIC POWER COMPANY, INC0255371012,856$293,0260.01%
461CISCO SYSTEMS, INCCSCO5,469$291,0760.01%
462PHILIP MORRIS INTERNATIONAL INC7181721092,381$289,0540.01%
463CATERPILLAR INCCAT738$288,4850.01%
464AMERICAN ELECTRIC POWER COMPANY, INC0255371012,812$288,4610.01%
465PEPSICO, INCPEP1,690$287,3850.01%
466MIDCAP 400 SPDR TRUST SERIES 3MDY500$284,8300.01%
467MARATHON PETE CORPMARA1,741$283,6180.01%
468INVESCO QQQ TRIVZ581$283,5690.01%
469GE AEROSPACE3696043011,496$282,0490.01%
470AMENTUM HOLDINGS INCAMTM8,745$282,0270.01%
471MARTIN MARIETTA MATLS INC573284106513$276,1230.01%
472ISHARES EXPONENTIAL TECHNOLOGY ETF46434V3814,524$275,4220.01%
473BROADCOM INC.AVGO1,590$274,2750.01%
474CLOROX COMPANYCLX1,681$273,8570.01%
475VERALTO CORPVLTO2,423$271,0370.01%
476NOVO-NORDISK A SNONOF2,258$268,8610.01%
477DIMENSIONAL ETF TRUST25434V82310,483$268,7950.01%
478SKYWORKS SOLUTIONS INCSWKS2,671$263,8150.01%
479EATON VANCE SR FLTNG RTE TRETN20,500$261,3750.01%
480WALT DISNEY COMPANY2546871062,710$260,6510.01%
481LOCKHEED MARTIN CORPLMT444$259,6600.01%
482SPDR SER TR78468R7965,493$259,5450.01%
483AT&T INCT-PC11,596$255,1060.01%
484METTLER-TOLEDO INTERNATIONAL INCMTD170$254,9490.01%
485PIMCO ETF TR72201R8664,804$254,5320.01%
486ISHARES RUSSELL 1000 GROWTH INDEX464287614677$254,1330.01%
487VANGUARD FTSE EUROPE ETF9220428743,569$253,7560.01%
488AT&T INCT-PC11,483$252,6240.01%
489COSTCO WHOLESALE CORPORATION22160K105280$248,6420.01%
490ADVANCED MICRO DEVICES INCAMD1,502$246,3780.01%
491CABLE ONE INCCABO700$244,8530.01%
492AT&T INC.T-PC11,115$244,5300.01%
493SPDR SER TR78464A8543,583$241,8890.01%
494STARBUCKS CORPSBUX2,466$240,4390.01%
495THERMO FISHER SCIENTIFIC, INCTMO384$237,5310.01%
496ISHARES MSCI EMERGING MARKETS INDEX4642872345,175$237,3260.01%
497SHOPIFY INCSHOP2,957$236,9740.01%
498NEXTERA ENERGY INCNEE-PW2,772$234,3520.01%
499ALTRIA GROUP, INCMO4,586$234,0700.01%
500MAINSTREET BANCSHARES INCMNSBP12,600$232,4700.01%