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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 Q1 2025 · Filed April 15, 2025 · Accession 0001104659-25-035174

Total Value
$267.7M
Positions
562
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1Invesco QQQ Unit Series 1IVZ33,687$15.8M5.90%
2Vanguard Value ETF92290874480,217$13.9M5.18%
3Vanguard Index FDS S&P 500 ETF Shs92290836317,693$9.1M3.40%
4iShares Select Dividend ETF46428716860,534$8.1M3.04%
5Vanguard Growth ETF92290873621,552$8.0M2.99%
6Invesco S&P 500 Equal WeightIVZ41,896$7.3M2.71%
7Apple Inc ComAAPL28,575$6.3M2.37%
8Invesco S&P 500 Garp ETFIVZ52,887$5.3M1.97%
9Microsoft Corp ComMSFT13,556$5.1M1.90%
10Fideltiy Total Bond ETF316188309102,134$4.7M1.74%
11Vanguard Mid-Cap ETF92290862917,926$4.6M1.73%
12Vanguard Index FDS McAp GR Idxvip92290853818,743$4.6M1.71%
13Flexshares Tr Hig Yld Vl ETFFLEX109,124$4.4M1.65%
14Vanguard Index FDS McAp Vl Idxvip92290851227,046$4.3M1.62%
15J P Morgan Chase & CoVYLD17,142$4.2M1.57%
16Erie Indty Co CL A29530P10210,000$4.2M1.57%
17Flexshares Stoxx US ESG Impact IndexFLEX29,615$4.0M1.49%
18iShares Tr Core MSCI Eafe ETF46432F84251,662$3.9M1.46%
19iShares Core S&P 500 ETF4642872006,748$3.8M1.42%
20SPDR S&P 500 IndexSPY6,468$3.6M1.35%
21Vanguard Index FDS Small CP ETF92290875115,669$3.5M1.30%
22Alphabet IncGOOG22,460$3.5M1.30%
23Nvidia CorpNVDA31,335$3.4M1.27%
24Arista Networks Inc Ordinary SharesANET43,060$3.3M1.25%
25Lowes Cos Inc Com54866110713,073$3.0M1.14%
26iShares Russell 1000 Growth ETF4642876147,727$2.8M1.04%
27McDonalds Corp ComMCD8,642$2.7M1.01%
28iShares Russell Mid-Cap ETF46428749930,604$2.6M0.97%
29Honeywell Intl Inc Com43851610611,479$2.4M0.91%
30Danaher Corp Del Com23585110211,800$2.4M0.90%
31iShares in Core MSCI Emerging Mkts46434G10344,148$2.4M0.89%
32iShares Dow Jones US Technology46428772116,888$2.4M0.89%
33Procter & Gamble Co Com74271810913,767$2.3M0.88%
34Costco Whsl Corp New22160K1052,479$2.3M0.88%
35Mastercard IncMA4,139$2.3M0.85%
36Apple Inc ComAAPL9,975$2.2M0.83%
37Vanguard Small-Cap Value ETF92290861111,441$2.1M0.80%
38ChevrontexacoCVX12,723$2.1M0.80%
39PGIM Ultra-Short Bond ETF69344A10742,412$2.1M0.79%
40Vanguard Bond Index Fund Inctotal Bd Market92193783528,702$2.1M0.79%
41Amazon Com Inc ComAMZN10,978$2.1M0.78%
42PNC Finl Svcs Group Inc Com69347510511,816$2.1M0.78%
43Abbott Labs ComABLZF15,060$2.0M0.75%
44Southern Co ComSOMN20,287$1.9M0.70%
45Vaneck Vec High Yld Mun ETF92189H40936,128$1.8M0.69%
46Amgen Inc ComAMGN5,858$1.8M0.68%
47Intuituve Surgical IncISRG3,613$1.8M0.67%
48Fortinet Inc ComFTNT18,115$1.7M0.65%
49Blackstone Group IncBX11,685$1.6M0.61%
50PepsiCo Inc ComPEP10,731$1.6M0.60%
51Johnson & Johnson ComJNJ9,036$1.5M0.56%
52CSX Corp ComCSX50,415$1.5M0.55%
53Cisco Sys Inc ComCSCO23,847$1.5M0.55%
54Roper Technologies IncROP2,298$1.4M0.51%
55M & T Bank Corp55261F1047,496$1.3M0.50%
56iShares Floating Rate Bond46429B65526,107$1.3M0.50%
57Illinois Tool WKS Inc4523081095,191$1.3M0.48%
58Microsoft Corp ComMSFT3,275$1.2M0.46%
59Salesforce Com IncCRM4,440$1.2M0.45%
60Microchip Technology Inc. ComMCHPP21,854$1.1M0.40%
61Verizon CommunicationsVZ23,193$1.1M0.39%
62CME Group IncCME3,947$1.0M0.39%
63Berkshire Hathaway BBRK-A1,862$991,6640.37%
64Exxon Mobil Corp ComXOM8,313$988,6650.37%
65IShares Bitcoin TrustIBIT21,080$986,7550.37%
66Vanguard Index FDS Sml CP Grw ETF9229085953,902$982,4070.37%
67Valero Energy NewVLO7,390$975,9970.36%
68Ecolab IncECL3,591$910,3900.34%
69Becton Dickinson and CompanyBDX3,934$901,1220.34%
70Select Sector SPDR Tr Technology81369Y8034,355$899,2200.34%
71Home Depot Inc ComHD2,388$875,1780.33%
72iShares Russell 1000 Value ETF4642875984,152$781,2400.29%
73iShares Russell Midcap Growth ETF4642874816,375$748,9990.28%
74Wal Mart Stores Inc ComWMT8,317$730,1490.27%
75LP Energy Transfer EqET-PI37,541$697,8870.26%
76Advanced Micro Devices Inc ComAMD6,731$691,5430.26%
77Nextera Energy IncNEE-PW9,455$670,2650.25%
78Zoetis Inc CL AZTS3,935$647,8980.24%
79Palo Alto Networks Inc ComPANW3,718$634,4400.24%
80Republic Svcs Inc Com7607591002,535$613,8760.23%
81Communication Services Select SPDR81369Y8526,350$612,4580.23%
82Invesco Sr Loan ETFIVZ29,585$612,4100.23%
83EOG RES IncEOG4,753$609,5250.23%
84Servicenow IncNOW717$570,8320.21%
85Lilly Eli & Co ComLLY686$566,5740.21%
86Berkshire Hathaway BBRK-A1,052$560,2740.21%
87International Business MacHscomINTR2,161$537,3540.20%
88Comcast Corp New CL ACCZ14,390$530,9910.20%
89Quanta Services Inc74762E1022,024$514,4600.19%
90Invesco Natl AMT-Free Mun Bd ETFIVZ22,146$510,2440.19%
91Alphabet IncGOOG3,248$507,4350.19%
92DuPont DE Nemours IncDD6,759$504,7620.19%
93Consumer Discretionary Sector SPDR81369Y4072,515$496,6120.19%
94iShares TIPS Bond ETF4642871764,454$494,7950.18%
95iShares Russell Midcap Value ETF4642874733,836$483,2210.18%
96Shopify IncSHOP4,995$476,9230.18%
97Genuine Parts CoGPC3,998$476,3220.18%
98Vanguard Scottsdale FDS Int-Term Corp92206C8705,778$472,4090.18%
99Disney Walt Co Com Disney2546871064,523$446,4200.17%
100McDonalds Corp ComMCD1,418$442,9410.17%
101Equinix Inc ComEQIX540$440,2890.16%
102Vanguard Europe Pacific ETF9219438588,065$409,9440.15%
103iShares Tr 3 7 Yr Treas Bd4642886613,386$400,0050.15%
104FacebookMETA691$398,2650.15%
105iShares 1-3 Yr Cr Bd ETF4642886467,532$394,4510.15%
106SPDR Gold Trust ETFGLD1,353$389,8530.15%
107Darden Restaurants Inc ComDRI1,825$379,1620.14%
108Financial Sector SPDR81369Y6057,536$375,3680.14%
109iShares ESG S&P Mid-Cap ETF46436E5519,280$362,5700.14%
110PPG Inds Inc Com6935061073,268$357,3560.13%
111iShares Dow Jones US Healthcare4642877625,835$355,2930.13%
112Abbvie IncABBV1,690$354,0890.13%
113Deere & CompanyDE706$331,3610.12%
114CSX Corp ComCSX11,070$325,7900.12%
115Tesla Inc ComTSLA1,256$325,5050.12%
116CBRE Group Inc CL ACBRE2,456$321,1960.12%
117UnitedHealth Group Inc ComUNH611$320,0110.12%
118DBX ETF Tr Xtrack MSCI Eurp2330518537,000$309,1200.12%
119Vontier CorpVNT9,020$296,3070.11%
120Abbvie IncABBV1,405$294,3760.11%
121Industrial Sector SPDR81369Y7042,192$287,3050.11%
122Packaging Corp of America6951561091,442$285,5450.11%
123Vanguard Intl Equity Index Fftse Europe ETF9220428744,015$281,8930.11%
124Bristol Myers Squibb Co ComCELG-RI4,526$276,0410.10%
125FacebookMETA475$273,7710.10%
126Coca Cola Co ComKO3,803$272,3710.10%
127iShares Transportation Avg ETF4642871924,098$262,3950.10%
128International Business MacHscomINTR1,043$259,3520.10%
129Phillip Morris Intl, Inc.7181721091,626$258,0950.10%
130Neogenomics Inc Com NewNEO26,000$246,7400.09%
131Dominion New RES Inc VA NewD4,352$244,0170.09%
132SPDR Dow Jones Industrial Average78467X109576$241,8510.09%
133Lowes Cos Inc Com5486611071,005$234,3960.09%
134KLA-Tencor CorpKLAC343$233,1710.09%
135Digital Rlty Tr Inc2538681031,627$233,1330.09%
136Utilities Sector SPDR81369Y8862,926$230,7150.09%
137Truist Finl Corp Com89832Q1095,358$220,4820.08%
138Abbott Labs ComABLZF1,658$219,9340.08%
139Globe Life Inc Ordinary SharesGL-PD1,645$216,6790.08%
140iShares 0-5 Year TIPS Bond ETF46429B7472,065$213,6660.08%
141Oracle Corp ComORCL-PD1,498$209,4350.08%
142Vanguard ESG Intl ETF9219107253,493$206,0170.08%
143Select SEC Real Estate81369Y8604,890$204,6470.08%
144CVS/Caremark CorpCVS2,940$199,1850.07%
145Lilly Eli & Co ComLLY240$198,2180.07%
146Waste Management Inc94106L109856$198,1730.07%
147Huntington Bancshares Inc ComHBANP13,165$197,6070.07%
148Eaton Corporation PLCETN718$195,1740.07%
149M & T Bank Corp55261F1041,089$194,6590.07%
150Merck & Co Inc ComMRK2,166$194,4200.07%
151Consumer Staples Sector SPDR81369Y3082,332$190,4540.07%
152Nucor CorpNUE1,560$187,7300.07%
153J P Morgan Chase & CoVYLD760$186,4280.07%
154AT&T Inc ComT-PC6,575$185,9410.07%
155Automatic Data ProcessingADP608$185,7620.07%
156Altria Group Inc ComMO3,086$185,2220.07%
157Broadcom Inc NvpAVGO1,100$184,1730.07%
158Procter & Gamble Co Com7427181091,012$172,4650.06%
159Union Pac Corp ComUNP727$171,7460.06%
160Waste Management Inc94106L109736$170,3910.06%
161Raytheon Technologies CorpRTX1,255$166,2370.06%
162Omega Healthcare Invs Inc6819361004,312$164,2010.06%
163Duke Energy Corp NewDUKB1,337$163,0740.06%
164Lockheed Martin CorpLMT365$163,0490.06%
165Caterpillar Inc Del ComCAT485$159,9530.06%
166Prudential Financial IncPUKPF1,429$159,5910.06%
167Qualcomm Inc ComQCOM1,025$157,4500.06%
168Caterpillar Inc Del ComCAT465$153,3570.06%
169Southern Co ComSOMN1,665$153,0970.06%
170McKesson Corp ComMCK225$151,4230.06%
171YUM Brands IncYUM932$146,6600.05%
172Invesco Water RES ETF TrustIVZ2,270$146,4600.05%
173Raymond James Financial, Inc. Ordinary Shares7547301091,040$144,4660.05%
174iShares Russell 2000 Growth ETF464287648562$143,6080.05%
175iShares Tr U.S. Med Dvc ETF4642888102,385$143,5530.05%
176Nvidia CorpNVDA1,323$143,3870.05%
177Alphabet IncGOOG925$143,0420.05%
178Johnson & Johnson ComJNJ860$142,6220.05%
179PayPal Hldgs Inc ComPYPL2,170$141,5930.05%
180Bank of America Corp0605051043,313$138,2510.05%
181iShares Tr Core S&P McP ETF4642875072,300$134,2050.05%
182Automatic Data ProcessingADP435$132,9060.05%
183Palantir Technologies Inc CL APLTR1,531$129,2160.05%
184Merck & Co Inc ComMRK1,423$127,7280.05%
185Tesla Inc ComTSLA490$126,9880.05%
186Constellation Energy Corp ComCEG598$120,5750.05%
187D R Horton Inc23331A109946$120,2650.04%
188Nuveen ESG Small-Cap ETFNU3,110$119,2370.04%
189Altria Group Inc ComMO1,950$117,0390.04%
190Qualcomm Inc ComQCOM760$116,7440.04%
191iShares Russell 2000 ETF464287655580$115,7040.04%
192PepsiCo Inc ComPEP765$114,7040.04%
193iShares Gold ETF iShares NewIAU1,902$112,1420.04%
194Select Sector SPDR Tr SBI Healthcare81369Y209760$110,9680.04%
195iShares MSCI Emerging Markets ETF4642872342,515$109,9060.04%
196Exelon CorpEXC2,372$109,3020.04%
197United Parcel Services BUPS980$107,7900.04%
198Disney Walt Co Com Disney2546871061,085$107,0900.04%
199Exxon Mobil Corp ComXOM870$103,4690.04%
200Fortinet Inc ComFTNT1,070$102,9980.04%
201Vanguard Mid-Cap ETF922908629395$102,1550.04%
202Trane Technologies PLCTT299$100,7390.04%
203TJX Cos Inc New872540109815$99,2670.04%
204Allstate Corp ComALL-PJ478$98,9790.04%
205Marathon Pete CorpMARA668$97,3210.04%
206iShares Dow Jones US Real Estate4642877391,005$96,2290.04%
207Truist Finl Corp Com89832Q1092,338$96,2090.04%
208PNC Finl Svcs Group Inc Com693475105545$95,7950.04%
209Mondelez International Inc6092071051,409$95,6010.04%
210Texas Instrs Inc Com882508104530$95,2410.04%
211Alliance Resource Partners, Lp UnitARLP3,436$93,7340.04%
212EQT CorpEQT1,725$92,1670.03%
213Home Depot Inc ComHD250$91,6230.03%
214Verizon CommunicationsVZ1,976$89,6310.03%
215Pfizer Inc ComPFE3,525$89,3240.03%
216Gamestop Corp New CL AGME-WT4,000$89,2800.03%
217Travelers Cos IncTRV334$88,3300.03%
218Booking Hldgs IncBKNG19$87,5310.03%
219Amazon Com Inc ComAMZN457$86,9490.03%
220VISA IncV247$86,5640.03%
221iShares Russell 2000 Value ETF464287630570$86,0590.03%
222Blackrock Funding Inc Ordinary SharesBLK90$85,1830.03%
223Welltower IncWELL550$84,2660.03%
224Norfolk Southern Corp Com655844108355$84,0820.03%
225iShares S&P Smallcap 600/Barra Growth Index FD464287887670$83,4150.03%
226Bank of America Corp0605051041,985$82,8340.03%
227Occidental Pete Corp Del Com6745991051,650$81,4440.03%
228Marriott Int CL A571903202330$78,6060.03%
229Frequency ElectronicsFRQN5,000$78,2500.03%
230City Holding Co. Ordinary SharesCHCO665$78,1180.03%
231Bristol Myers Squibb Co ComCELG-RI1,265$77,1520.03%
232Pfizer Inc ComPFE2,950$74,7530.03%
233Xtrackers MSCI Japan Hedged Equity ETF2330515071,000$74,2890.03%
234Air Products & Chemicals IncAIIR249$73,4350.03%
235iShares Select Dividend ETF464287168540$72,5170.03%
236Phillip Morris Intl, Inc.718172109449$71,2700.03%
237Coca Cola Co ComKO994$71,1900.03%
238AT&T Inc ComT-PC2,500$70,7000.03%
239Invesco QQQ Unit Series 1IVZ145$67,9930.03%
240ChevrontexacoCVX405$67,7520.03%
241Blackstone Group IncBX480$67,0940.03%
242Utilities Sector SPDR81369Y886850$67,0230.03%
243Metlife, Inc.MET-PF820$65,8380.02%
244Burke Herbert Financial Services Inc12135Y1081,152$64,6390.02%
245Energy Sector SPDR81369Y506690$64,4810.02%
246American Elec Pwr Inc Com025537101590$64,4690.02%
247Invesco S&P 500 Garp ETFIVZ645$64,4230.02%
248Vanguard Index FDS Small CP ETF922908751290$64,3080.02%
249ConocoPhillipsCOP605$63,5370.02%
250Vanguard Growth ETF922908736170$63,0390.02%
251Wells Fargo & Company949746101875$62,8160.02%
252Target CorpTGT600$62,6160.02%
253Cardinal Health Inc ComCAH450$61,9970.02%
254AON PLC Shs CL AAON150$59,8640.02%
255Ross Stores IncROST465$59,4220.02%
256Flexshares Tr Hig Yld Vl ETFFLEX1,470$59,3590.02%
257Wal Mart Stores Inc ComWMT675$59,2580.02%
258Thermo Fisher Scientific IncTMO119$59,2140.02%
259Global X FDS US Infr Dev ETF37954Y6731,565$59,0470.02%
260Wells Fargo & Company949746101820$58,8680.02%
261Chubb Limited ComCB192$57,9820.02%
262KKR & Co Inc ComKKRT500$57,8050.02%
263AFLAC IncAFL519$57,7080.02%
264iShares Govt/Credit Bond464288596545$56,7560.02%
265Invesco Preferred ETFIVZ5,015$56,2680.02%
266UnitedHealth Group Inc ComUNH107$56,0410.02%
267Microchip Technology Inc. ComMCHPP1,140$55,1870.02%
268Cisco Sys Inc ComCSCO890$54,9220.02%
269Valero Energy NewVLO410$54,1490.02%
270Motorola Solutions Inc Com NewMSI123$53,8510.02%
271Northrop Grumman CorpNOC105$53,7610.02%
272Vanguard Value ETF922908744310$53,5490.02%
273Marsh & McLennan Companies, Inc.571748102216$52,7100.02%
274Kimberly Clark Corp ComKMB361$51,3410.02%
275Danaher Corp Del Com235851102245$50,2250.02%
276Materials Sector SPDR81369Y100583$50,1260.02%
277Marriott Int CL A571903202210$50,0220.02%
278iShares in Core MSCI Emerging Mkts46434G103925$49,9220.02%
279Lam Research Corp. Ordinary SharesLRCX680$49,4360.02%
280Analog Divices IncADI245$49,4090.02%
281Unilever PLC Amer Shs ADRUNLYF825$49,1290.02%
282Ishares Trust Ibonds Dec 2027 Term Corporate Etf46435UAA92,004$48,4570.02%
283Ishares Trust Ibonds Dec 2028 Term Corporate Etf46435U5151,913$48,3220.02%
284Ishares Trust Ibonds Dec 2029 Term Corporate Etf46436E2052,080$48,1100.02%
285Carrier Global CorpCARR750$47,5500.02%
286MSCI IncMSCI84$47,5020.02%
287General Electric Co USD 0.06369604301237$47,4360.02%
288Colgate Palmolive Co ComCL505$47,3190.02%
289Union Pac Corp ComUNP200$47,2480.02%
290General Mls Inc Com370334104790$47,2340.02%
291Vanguard Index FDS S&P 500 ETF Shs92290836390$46,2520.02%
292First Tr Global Tactical CM33739H1011,806$46,0890.02%
293Lockheed Martin CorpLMT100$44,6710.02%
294JPMorgan Equity Premium Income ETF46641Q332780$44,5690.02%
295Hartford Group IncHIG-PG360$44,5430.02%
296SPDR Nuveen Barclays Sht Trm78468R739925$44,0300.02%
297Emerson Elec Co ComEMR400$43,8560.02%
298Alerian Mlp Alps Etf00162Q452834$43,3180.02%
299iShares MSCI Eafe ETF464287465530$43,3170.02%
300Molson Coors Beverage CO Compa CLASS B CORP COMMONTAP-A700$42,6090.02%
301Intuit IncINTU68$41,7510.02%
302Invesco S&P 500 Equal WeightIVZ240$41,5750.02%
303General Electric Co USD 0.06369604301200$40,0300.01%
304Smurfit Westrock Plc Ordinary SharesSW883$39,7880.01%
305Illinois Tool WKS Inc452308109160$39,6820.01%
306Nnn REIT Inc ComNNN900$38,3850.01%
307Welltower IncWELL250$38,3030.01%
308Pinnacle West Cap Corp ComPNW400$38,1000.01%
309United Parcel Services BUPS345$37,9470.01%
310Morgan Stanley Dean WitterMS-PQ325$37,9180.01%
311Norfolk Southern Corp Com655844108160$37,8960.01%
312DFA US Small Cap ETF25434V500625$37,3440.01%
313Parker Hannifin CorpPH61$37,0790.01%
314Ulta Salon Cosmetics & FragranceULTA100$36,6540.01%
315Dominion New RES Inc VA NewD640$35,8850.01%
316American Movil NPV ADRAMXOF2,485$35,3370.01%
317Intel Corp ComINTC1,550$35,2010.01%
318Invesco Water RES ETF TrustIVZ540$34,8410.01%
319iShares Tr Core MSCI Eafe ETF46432F842460$34,7990.01%
320Amgen Inc ComAMGN110$34,2710.01%
321Duke Energy Corp NewDUKB280$34,1520.01%
322Arista Networks Inc Ordinary SharesANET440$34,0910.01%
323Dow Inc ComDOW969$33,8370.01%
324Mid-America Apartment Communities Inc.59522J103200$33,5160.01%
325Adobe Sys IncADBE86$32,9840.01%
326Applied Matls Inc Com038222105226$32,7970.01%
327Key Corp4932671082,040$32,6200.01%
328IDEXX Labs Inc Com45168D10475$31,4960.01%
329Veralto CorpVLTO306$29,8200.01%
330Vanguard High Dividend Yield ETF921946406230$29,6610.01%
331Annaly Cap Mgmt Inc ComNLY-PJ1,440$29,2460.01%
332Select Sector SPDR Tr SBI Healthcare81369Y209200$29,2020.01%
333MicroStrategy Incorporated Class ASTRK100$28,8270.01%
334Otis Worldwide Corp ComOTIS275$28,3800.01%
335Morgan Stanley Dean WitterMS-PQ243$28,3510.01%
336Vanguard Index FDS McAp GR Idxvip922908538115$28,1340.01%
337Oracle Corp ComORCL-PD200$27,9620.01%
338Nextera Energy IncNEE-PW390$27,6470.01%
339Autonation Inc ComAN170$27,5260.01%
340Goldman Sachs Group IncGSCE50$27,3150.01%
341Firstenergy Corp ComFE664$26,8390.01%
3423M Co ComMMM180$26,4350.01%
343Sysco CorpSYY350$26,2640.01%
344W P Carey Inc92936U109415$26,1910.01%
345Dow Inc ComDOW741$25,8760.01%
346Vanguard Index FDS McAp Vl Idxvip922908512160$25,6860.01%
347Discover Financial Services254709108150$25,6050.01%
348Halliburton Co ComHAL1,000$25,3700.01%
349iShares Silver TrustSLV805$24,9470.01%
350Rockwell Intl Corp New AutomationROK96$24,8040.01%
351iShares Dow Jones US Healthcare464287762400$24,3560.01%
352Conagra Foods IncCAG900$24,0030.01%
353Intel Corp ComINTC1,050$23,8460.01%
354iShares Tr JP Mor Em Mk ETF464288281259$23,4630.01%
355Colgate Palmolive Co ComCL250$23,4250.01%
356Dht Holdings Inc Ordinary SharesDHT2,211$23,2160.01%
357SPDR Ser Tr S&P Divid ETF78464A763170$23,0660.01%
358Invesco Natl AMT-Free Mun Bd ETFIVZ1,000$23,0400.01%
359FactSet Research Sys Inc30307510550$22,7320.01%
360Novartis AG ADRNVSEF200$22,2960.01%
361Delta Air Lines Inc Del Com NewDAL507$22,1050.01%
362PGIM Ultra-Short Bond ETF69344A107435$21,6330.01%
363Xylem IncXYL180$21,5030.01%
364Honeywell Intl Inc Com438516106100$21,1750.01%
365US BancorpUSB-PS500$21,1100.01%
366Unilever PLC Amer Shs ADRUNLYF350$20,8430.01%
367Consumer Discretionary Sector SPDR81369Y407105$20,7330.01%
368Clean Harbors Inc ComCLH105$20,6960.01%
369Ford Motor Co Del3453708602,060$20,6620.01%
370Vaneck Vec High Yld Mun ETF92189H409400$20,4720.01%
371Phillips 66PSX165$20,3740.01%
372BP Amoco P L C Sponsored ADRBPPFF600$20,2740.01%
373Firstenergy Corp ComFE498$20,1290.01%
374Choice Hotels Intl Inc169905106150$19,9170.01%
375YUM Brands IncYUM125$19,6700.01%
376iShares S&P Small Cap 600 Value ETF464287879200$19,4960.01%
377RGC Resources IncRGCO931$19,4300.01%
378Shell PLC Spon ADSRYDAF265$19,4190.01%
379Tractor SupplyTSCO350$19,2850.01%
380Prudential Financial IncPUKPF170$18,9860.01%
381Avery Dennison CorpAVY106$18,8650.01%
382Nexstar Media GropNXST105$18,8180.01%
383Cummins IncCMI60$18,8060.01%
384Murphy USA Inc ComMUSA40$18,7920.01%
385Mondelez International Inc609207105275$18,6590.01%
386American Tower Corp New Com03027X10085$18,4960.01%
3873M Co ComMMM125$18,3580.01%
388American Elec Pwr Inc Com025537101168$18,3570.01%
389Genuine Parts CoGPC150$17,8710.01%
390iShares ESG S&P Mid-Cap ETF46436E551450$17,5820.01%
391Polaris Inds Inc ComPII425$17,4000.01%
392SPDR Gold Trust ETFGLD60$17,2880.01%
393Snowflake Inc Ordinary Shares - Class ASNOW115$16,8080.01%
394Simon Property Group Inc828806109100$16,6080.01%
395Wendy's Company95058W1001,133$16,5760.01%
396Price T Rowe Group IncTROW175$16,0770.01%
397CF Industries Holdings Inc125269100200$15,6300.01%
398Vanguard Utilities Index Fund ETF92204A87690$15,3730.01%
399Sirius Xm Holdings Inc.829933100678$15,2860.01%
400Comcast Corp New CL ACCZ414$15,2770.01%
401Ge Vernova Inc Corp ComGEV50$15,2640.01%
402Brinks Co ComBCO175$15,0780.01%
403Broadridge Finl Solutions Incom11133T10360$14,5480.01%
404Church & Dwight Co Inc ComCHD130$14,3120.01%
405SPDR S&P 500 IndexSPY25$13,9850.01%
406Vanguard Small-Cap Value ETF92290861175$13,9720.01%
407Square Inc.BSQKZ250$13,5830.01%
408Mainstreet Bancshares Inc ComMNSBP790$13,2090.00%
409Industrial Sector SPDR81369Y704100$13,1070.00%
410Allstate Corp ComALL-PJ62$12,8380.00%
411Chesapeake Energy CorpEXE111$12,3930.00%
412Nike Inc CL BNKE186$11,8070.00%
413Roper Technologies IncROP20$11,7920.00%
414Harley Davidson Inc ComHOG460$11,6150.00%
415Four Corners Ppty Tr Inc Com35086T109400$11,4800.00%
416Costco Whsl Corp New22160K10512$11,3490.00%
417Paychex Inc ComPAYX69$10,6450.00%
418Equinix Inc ComEQIX13$10,6000.00%
419Fideltiy Total Bond ETF316188309225$10,2710.00%
420Manulife Financial Corp56501R106327$10,1860.00%
421Fidelity Covington Trust Blue Chip Growth Etf316092352250$9,9930.00%
422iShares Core S&P Small Cap ETF46428780495$9,9340.00%
423Anthem Inc ComELV22$9,5690.00%
424Ge Vernova Inc Corp ComGEV31$9,4640.00%
425Salesforce Com IncCRM35$9,3930.00%
426United Bankshares Inc West VcomUNTCW252$8,7370.00%
427Micron Technology Inc ComMU100$8,6890.00%
428Coca-Cola European Partners PLCCCEP100$8,6880.00%
429DuPont DE Nemours IncDD116$8,6630.00%
430Live Nation Entertainment IncomLYV66$8,6180.00%
431General DynamicsGD31$8,4500.00%
432Sandy Spring Bancorp800363103300$8,3850.00%
433Broadcom Inc NvpAVGO50$8,3720.00%
434Take-Two Interactive SoftwarcomTTWO40$8,2900.00%
435GE Healthcare Technologies IncGEHC99$7,9900.00%
436Costar Group IncCSGP100$7,9230.00%
437Darling International Inc.DAR250$7,8100.00%
438Quanta Services Inc74762E10230$7,6250.00%
439S&P Global Inc.SPGI15$7,6220.00%
440Intuituve Surgical IncISRG15$7,4290.00%
441Emerson Elec Co ComEMR67$7,3460.00%
442Vanguard Bond Index Fund Inctotal Bd Market921937835100$7,3450.00%
443Fortive Corp ComFTV100$7,3180.00%
444Novo Nordisk A/SNONOF105$7,2910.00%
445Schwab Charles Corp NewSCHW-PJ93$7,2800.00%
446IDEX Corp45167R10440$7,2390.00%
447HCA Holdings IncHCA20$6,9110.00%
448American Express Co ComAXP25$6,7260.00%
449Taiwan Semiconductor ADR87403910040$6,6400.00%
450CME Group IncCME25$6,6320.00%
451Humana Inc ComHUM25$6,6150.00%
452Travelers Cos IncTRV25$6,6120.00%
453EOG RES IncEOG51$6,5400.00%
454AGCO Corp ComAGCO70$6,4800.00%
455Fiserv Inc ComFISV29$6,4040.00%
456Arch Capital Group LtdG0450A10566$6,3480.00%
457Ecolab IncECL25$6,3380.00%
458Veralto CorpVLTO63$6,1390.00%
459Cognex CorpCGNX200$5,9660.00%
460CoPart IncCPRT103$5,8290.00%
461Timken CoTKR80$5,7500.00%
462Vanguard Scottsdale FDS Int-Term Corp92206C87070$5,7230.00%
463Kyndryl Hldgs Inc Common StockKD180$5,6520.00%
464Select SEC Real Estate81369Y860135$5,6500.00%
465Sherwin Williams Co.SHW16$5,5870.00%
466Mastercard IncMA10$5,4810.00%
467Square Inc.BSQKZ100$5,4330.00%
468iShares Tr U.S. Med Dvc ETF46428881090$5,4170.00%
469Warner Bros Discovery Inc Com Ser AWBD493$5,2900.00%
470Citigroup IncC-PR74$5,2530.00%
471Autodesk IncADSK20$5,2360.00%
472Chipotle Mexican Grill IncCMG100$5,0210.00%
473Vale S A ADRVALE500$4,9900.00%
474Barclays 1-3 Year Treasury Bond46428745760$4,9640.00%
475Brookfield Corp11271J10794$4,9270.00%
476Chesapeake Utilities Corp16530310838$4,8800.00%
477ConocoPhillipsCOP45$4,7260.00%
478General Motors Co37045V100100$4,7030.00%
479Labcorp Holdings Inc. Ordinary SharesLH20$4,6550.00%
480Vermilion Energy Inc Ordinary SharesVET562$4,5520.00%
481The Progressive Corporation74331510316$4,5280.00%
482Centene Corp Del ComCNC70$4,2500.00%
483SPDR Dow Jones Industrial Average78467X10910$4,1990.00%
484Liberty All Star Eqty Shs Ben Int530158104627$4,1070.00%
485Paccar IncPCAR42$4,0900.00%
486Knight Swift Transportation Holdings Inc49904910493$4,0450.00%
487Servicenow IncNOW5$3,9810.00%
488Duff & Phelps Utils Income Icom23325P104401$3,9660.00%
489First Tr Exch Traded FD III Pfd Secs Inc ETF33739E108220$3,8700.00%
490iShares Floating Rate Bond46429B65575$3,8290.00%
491New Linde PLC NPVLIN8$3,7250.00%
492Enterprise Partners LP293792107100$3,4140.00%
493Palo Alto Networks Inc ComPANW20$3,4130.00%
494Boeing Co ComBA-PA20$3,4110.00%
495Crispr Therapeutics AGCRSP100$3,4030.00%
496CVS/Caremark CorpCVS50$3,3880.00%
497Smurfit Westrock Plc Ordinary SharesSW75$3,3800.00%
498Invesco Preferred ETFIVZ300$3,3660.00%
499Iovance Biotherapeutics Inc.IOVA1,000$3,3300.00%
500GE Healthcare Technologies IncGEHC41$3,3090.00%