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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

COUNTRY TRUST BANK

Quarter ended Q1 2025 · Filed April 22, 2025 · Accession 0001104659-25-037373

Total Value
$3.97B
Positions
367
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (367)

#IssuerTicker / CUSIPSharesValue% of Filing
1FIDELITY TOTAL BOND ETF3161883095,991,275$268.8M6.78%
2VANGUARD MSCI EAFE ETF9219438584,473,136$213.9M5.39%
3NVIDIA CORP COMMONNVDA1,549,325$208.1M5.25%
4APPLE COMPUTER COMMONAAPL799,497$200.2M5.05%
5MICROSOFT CORPORATION COMMONMSFT434,167$183.0M4.61%
6AMAZON.COM INC. COMMONAMZN592,403$130.0M3.28%
7VANGUARD S&P 500 INDEX ETF922908363218,540$117.8M2.97%
8ISHARES CORE TOTAL US BOND4642872261,204,797$116.7M2.94%
9ALPHABET INC CLASS C COMMONGOOG450,598$85.8M2.16%
10VISA INC COMMONV264,650$83.6M2.11%
11META PLATFORMS INC COMMONMETA142,515$83.4M2.10%
12ISHARES CORE S&P 500 INDEX ETF464287200141,173$83.1M2.10%
13ELI LILLY & CO. COMMONLLY94,796$73.2M1.85%
14ISHARES IBOXX INV GR CORP BOND464287242682,866$73.0M1.84%
15VANGUARD EMERGING MARKETS ETF9220428581,465,900$64.6M1.63%
16OVERLAY LARGE CAP EQUITY ETF53656F8051,359,906$63.4M1.60%
17AMPHENOL CORP COMMON CLASS A032095101820,272$57.0M1.44%
18FISERV INC. COMMONFISV275,817$56.7M1.43%
19ASML HOLDING NV ADRASMLF78,921$54.7M1.38%
20UNITEDHEALTH GROUP INC COMMONUNH105,750$53.5M1.35%
21ALPHABET INC CLASS A COMMONGOOG277,460$52.5M1.32%
22JP MORGAN CHASE & CO. COMMONVYLD215,123$51.6M1.30%
23ISHARES RUSSELL MIDCAP INDEX464287499571,018$50.5M1.27%
24VANGUARD TOTAL INTERNATIONAL92203J407994,071$48.8M1.23%
25T MOBILE US INC COMMONTMUSZ213,235$47.1M1.19%
26HONEYWELL INTERNATIONAL, INC.438516106195,453$44.2M1.11%
27WAL-MART STORES COMMONWMT488,615$44.1M1.11%
28PROCTER & GAMBLE COMMON742718109256,779$43.0M1.09%
29BOOKING HOLDINGS INC COMMONBKNG8,382$41.6M1.05%
30NORTHROP GRUMMAN CORP. COMMONNOC87,419$41.0M1.03%
31IQVIA HOLDINGS INC COMMONIQV204,771$40.2M1.01%
32MASTEC INC. COMMONMTZ287,971$39.2M0.99%
33DATADOG INC CLASS A COMMONDDOG270,761$38.7M0.98%
34ADOBE SYSTEMS INCORPORATEDADBE86,022$38.3M0.96%
35AVANTOR INC COMMONAVTR1,780,015$37.5M0.95%
36CATERPILLAR INC. COMMONCAT101,499$36.8M0.93%
37CHUBB LIMITED COMMONCB132,993$36.7M0.93%
38MARKEL GROUP INC COMMONMKL21,282$36.7M0.93%
39EQUINIX INC COMMONEQIX36,319$34.2M0.86%
40SYSCO CORPORATION COMMONSYY447,847$34.2M0.86%
41VERTEX PHARMACEUTICALS INCVRTX83,601$33.7M0.85%
42BLACKSTONE INC COMMONBX192,527$33.2M0.84%
43FORTINET INC COMMONFTNT348,811$33.0M0.83%
44KNIGHT-SWIFT TRANSPORTATION499049104592,393$31.4M0.79%
45WEC ENERGY GROUP COMMONWEC333,419$31.4M0.79%
46AMERICAN WATER WORKS COMPANY030420103248,773$31.0M0.78%
47AMERICAN EXPRESS COMMONAXP103,769$30.8M0.78%
48VANGUARD SMALL CAP ETF922908751126,965$30.5M0.77%
49LOWE'S COMPANIES COMMON548661107122,681$30.3M0.76%
50DOMINOS PIZZA INC COMMONDPZ70,097$29.4M0.74%
51CHEVRON CORPORATION COMMONCVX192,906$27.9M0.70%
52FIVE BELOW INC COMMONFIVE263,505$27.7M0.70%
53ISHARES JPMORGAN USD EMERGING464288281308,004$27.4M0.69%
54INSIGHT ENTERPRISES INC COMMONNSIT173,564$26.4M0.67%
55CONOCOPHILLIPS COMMONCOP263,706$26.2M0.66%
56VALERO ENERGY CORP. COMMONVLO205,982$25.3M0.64%
57VANGUARD MID CAP ETF92290862994,931$25.1M0.63%
58FIRST TRUST PREFERRED SECURITIES33739E1081,400,280$24.8M0.63%
59ISHARES RUSSELL 2000 ETF464287655110,143$24.3M0.61%
60LINDE PLC NEW COMMONLIN57,682$24.1M0.61%
61SPDR INDUSTRIAL SELECT SECT ETF81369Y704182,590$24.1M0.61%
62PEPSICO, INC. COMMONPEP136,432$20.7M0.52%
63ALIGN TECHNOLOGY INC COMMONALGN97,427$20.3M0.51%
64SPDR REAL ESTATE SELECT SECTOR81369Y860454,905$18.5M0.47%
65ISHARES GLOBAL INFRASTRUCTURE464288372345,818$18.1M0.46%
66ISHARES S&P US PREFERRED STOCK464288687568,984$17.9M0.45%
67JOHNSON & JOHNSON COMMONJNJ113,535$16.4M0.41%
68SPDR MATERIALS SELECT SECTOR ETF81369Y100185,387$15.6M0.39%
69SPDR CONSUMER DISCRETIONARY ETF81369Y40767,454$15.1M0.38%
70SPDR BLACKSTONE GSO SENIOR LOAN78467V608310,271$12.9M0.33%
71ISHARES FALLEN ANGELS USD BOND46435G474306,000$8.2M0.21%
72ISHARES IBOXX HIGH YIELD CORP46428851398,600$7.8M0.20%
73VANGUARD INTERMEDIATE-TERM CORP92206C87086,500$6.9M0.18%
74VANGUARD REIT VIPERS ETF92290855371,431$6.4M0.16%
75VANGUARD INTERMEDIATE-TERM BOND92193781977,000$5.8M0.15%
76VANGUARD LONG-TERM BOND INDEX92193779381,443$5.6M0.14%
77SPDR TECHNOLOGY SECTOR ETF81369Y80323,508$5.5M0.14%
78SPDR HEALTHCARE SECTOR ETF81369Y20937,722$5.2M0.13%
79VANGUARD GLOBAL EX US REAL922042676124,318$4.9M0.12%
80FIRST TRUST MANAGED MUNICIPAL33739N10896,103$4.9M0.12%
81ISHARES S&P NATIONAL MUNI BOND46428841443,417$4.6M0.12%
82INVESCO TAXABLE MUNICIPAL BONDIVZ140,000$3.7M0.09%
83ISHARES MSCI EAFE INDEX ETF FUND46428746530,374$2.3M0.06%
84SPDR S&P 500 ETF TRUSTSPY3,455$2.0M0.05%
85MARATHON PETROLEUM CORP COMMONMARA14,213$2.0M0.05%
86SPDR COMMUNICATION SERVICES81369Y85218,271$1.8M0.04%
87PIMCO DYNAMIC INCOME STRATEGYPDX46,722$1.2M0.03%
88BERKSHIRE HATHAWAY INC. CLASS BBRK-A2,682$1.2M0.03%
89MARRIOTT INTERNATIONAL INC CLASS5719032023,484$971,8270.02%
90TESLA MOTORS INC COMMONTSLA2,401$969,6200.02%
91SCHWAB US BROAD MARKET ETF80852410238,250$868,2750.02%
92FIRST TRUST MUNICIPAL HIGH33739P30117,652$852,4150.02%
93INVESCO QQQ TRUST SERIES 1 ETFIVZ1,654$845,5740.02%
94VANGUARD GROWTH ETF9229087361,743$715,4770.02%
95NEXTERA ENERGY INC. COMMONNEE-PW9,296$666,4300.02%
96BROADCOM INC COMMON (NEW)AVGO2,840$658,4260.02%
973M CO COMMONMMM5,004$645,9660.02%
98IBM COMMONINTR2,713$596,3990.02%
99SPDR FINANCIAL SELECT ETF81369Y60512,271$593,0570.01%
100SPDR ENERGY SELECT ETF81369Y5066,864$587,9700.01%
101SOUTHERN COMPANY COMMONSOMN7,138$587,6000.01%
102EMERSON ELECTRIC COMMONEMR3,866$479,1130.01%
103ABBOTT LABORATORIES COMMONABLZF3,762$425,5200.01%
104HOME DEPOT COMMONHD1,051$408,8280.01%
105BOSTON SCIENTIFIC CORP. COMMONBSX4,537$405,2450.01%
106ISHARES RUSSELL 1000 GROWTH ETF464287614993$398,7690.01%
107GENTEX CORPORATION COMMONGNTX13,541$389,0330.01%
108ISHARES CORE MSCI EMERGING MKTS46434G1036,748$352,3810.01%
109DANAHER CORP. COMMON2358511021,479$339,5040.01%
110UNITED PARCEL SERVICE INC CL BUPS2,622$330,6340.01%
111COCA-COLA COMMONKO4,820$300,1180.01%
112INTERCONTINENTAL EXCHANGE GRP45866F1042,000$298,0200.01%
113SPDR CONSUMER STAPLES ETF81369Y3083,688$289,9140.01%
114RTX CORP COMMONRTX2,446$283,0510.01%
115EXXON MOBIL CORP. COMMONXOM2,576$277,1000.01%
116AMERICAN ELECTRIC POWER COMMON0255371013,000$276,6900.01%
117VISTRA CORP COMMONVST1,998$275,4640.01%
118AT&T INC. NEW COMMONT-PC11,983$272,8530.01%
119AMGEN INC. COMMONAMGN1,029$268,1990.01%
120STIFEL FINANCIAL CORP COMMON8606301022,250$238,6800.01%
121EATON CORP NEW COMMONETN719$238,6150.01%
122NORTHERN TRUST CORP. COMMONNTRSO2,200$225,5000.01%
123PIMCO DYNAMIC INCOME CEF72201Y10112,277$225,1600.01%
124VANGUARD TOTAL STOCK MARKET ETF922908769773$224,0230.01%
125VERIZON COMMUNICATIONS COMMONVZ5,377$215,0260.01%
126ORACLE CORPORATION COMMONORCL-PD1,231$205,1340.01%
127DUKE ENERGY CORP. NEW COMMONDUKB1,830$197,1640.00%
128UNION PACIFIC COMMONUNP859$195,8860.00%
129CSX CORPORATION COMMONCSX6,000$193,6200.00%
130ILLINOIS TOOL WORKS COMMON452308109732$185,6060.00%
131ISHARES RUSSELLL MID CAP VALUE4642874731,430$184,9560.00%
132AMEREN CORPORATION COMMONAEE1,993$177,6560.00%
133ACCENTURE PLC COMMONACN482$169,5630.00%
134DEERE & COMPANY COMMONDE400$169,4800.00%
135ABBVIE INC COMMONABBV951$168,9930.00%
136SPDR UTILITIES SELECT SECTOR ETF81369Y8862,080$157,4350.00%
137REPUBLIC SERVICES INC COMMON760759100736$148,0680.00%
138MONDELEZ INT'L INC. A COMMON6092071052,401$143,4120.00%
139FULCRUM THERAPEUTICS INC COMMONFULC30,186$141,8740.00%
140MERCK & CO INC COMMON (NEW)MRK1,405$139,7690.00%
141FIRST FINANCIAL CORP COMMON3202181003,000$138,5700.00%
142MCDONALD'S CORPORATION COMMONMCD476$137,9880.00%
143CISCO SYSTEMS, INC. COMMONCSCO2,090$123,7280.00%
144HCA HEALTHCARE INC COMMONHCA400$120,0600.00%
145RLI CORP. COMMONRLI700$115,3810.00%
146ISHARES S&P SMALL CAP 600 GROWTH464287887849$114,9290.00%
147XCEL ENERGY INC. COMMONXELLL1,677$113,2310.00%
148ISHARES DJ SELECT DIVIDEND ETF464287168802$105,2950.00%
149CVS CAREMARK CORPORATION COMMONCVS2,312$103,7860.00%
150ENBRIDGE INC COMMONENNPF2,438$103,4440.00%
151ISHARES S&P SMALL CAP 600464287804867$99,8960.00%
152CASEY'S GENERAL STORES COMMON147528103250$99,0580.00%
153CORTEVA INC COMMONCTVA1,605$91,4210.00%
154CAPITAL ONE FINANCIAL CORP14040H105500$89,1600.00%
155WALT DISNEY COMMON254687106784$87,2980.00%
156VANGUARD VALUE ETF922908744506$85,6660.00%
157PFIZER, INC. COMMONPFE3,200$84,8960.00%
158COSTCO WHOLESALE CORP COMMON22160K10586$78,7990.00%
159ROCKWELL AUTOMATION, INC. COMMONROK274$78,3060.00%
160SOLVENTUM CORP COMMONSOLV1,184$78,2150.00%
161COMCAST CORP CLASS A COMMONCCZ1,967$73,8220.00%
162ISHARES S&P SMALLCAP 600 VALUE464287879659$71,5740.00%
163PPG INDUSTRIES COMMON693506107583$69,6390.00%
164MEDTRONIC PLC COMMONMDT816$65,1820.00%
165ONEOK INC COMMON (NEW)OKE625$62,7500.00%
166FEDEX CORPORATIONFDX220$61,8930.00%
167VANGUARD MEGACAP 300 ETF921910873280$59,5450.00%
168PUBLIC SERVICE ENTERPRISE GROUP744573106700$59,1430.00%
169STARBUCKS CORPORATION COMMONSBUX622$56,7580.00%
170MASTERCARD INC COMMONMA107$56,3430.00%
171WELLS FARGO COMPANY COMMON949746101778$54,6470.00%
172SPDR S&P DIVIDEND ETF78464A763390$51,5190.00%
173PALANTIR TECHNOLOGIES COMMONPLTR673$50,8990.00%
174ADVANCED MICRO DEVICES COMMONAMD397$47,9540.00%
175DUTCH BROS INC CLASS A COMMONBROS900$47,1420.00%
176CME GROUP INC COMMONCME200$46,4460.00%
177WASTE MANAGEMENT INC. COMMON94106L109225$45,4030.00%
178CHIPOTLE MEXICAN GRILL INCCMG750$45,2250.00%
179ISHARES 10-20 YEAR TREASURY BOND464288653451$44,8930.00%
180CIGNA GROUP NEW COMMON125523100156$43,0780.00%
181GOLDMAN SACHS GROUP INC COMMONGSCE75$42,9470.00%
182VANGUARD TOTAL WORLD STOCK INDEX922042742359$42,1750.00%
183TRAVELERS COMPANIES INC. COMMONTRV175$42,1560.00%
184WYNDHAM HOTELS & RESORTS INCWH400$40,3160.00%
185AFLAC INC. COMMONAFL372$38,4800.00%
186AMERIPRISE FINANCIAL INC. COMMON03076C10669$36,7380.00%
187SEMPRA ENERGY COMMONSREA402$35,2630.00%
188ECOLAB INC COMMONECL150$35,1480.00%
189CARRIER GLOBAL CORP COMMONCARR500$34,1300.00%
190CLOROX COMPANY COMMONCLX206$33,4560.00%
191EDISON INTERNATIONAL COMMON281020107400$31,9360.00%
192UNILEVER PLC SPONSORED ADRUNLYF563$31,9220.00%
193GENERAL MILLS COMMON370334104500$31,8850.00%
194DIAGEO PLC COMMONDGEAF250$31,7830.00%
195DOW CORPORATION COMMONDOW783$31,4220.00%
196PNC FINANCIAL SERVICES GROUP693475105158$30,4700.00%
197PAYPAL HOLDINGS INC. COMMONPYPL357$30,4700.00%
198ISHARES GLOBAL HEALTHCARE ETF464287325350$30,0900.00%
199ENERGY TRANSFER EQUITY LP COMMONET-PI1,500$29,3850.00%
200WALGREEN BOOTS ALLIANCE INC9314271083,117$29,0820.00%
201BOEING CO COMMONBA-PA159$28,1430.00%
202SCHWAB (CHARLES) CORPORATIONSCHW-PJ350$25,9040.00%
203ENTERPRISE PRODUCTS PARTNERS293792107825$25,8720.00%
204ISHARES S&P 100 ETF46428710188$25,4190.00%
205PROSHARES S&P MIDCAP 40074347B680311$25,0850.00%
206ISHARES 1-5 YEAR INVESTMENT464288646483$24,9710.00%
207ISHARES MSCI EMERGING MARKETS EX46434G764424$23,5110.00%
208FLEXSHARES INTERNATIONAL QUALITYFLEX993$23,1070.00%
209COCA COLA CONSOLIDATED COMMONCOKE18$22,6800.00%
210ALPS O'SHARES US SMALL CAP00162Q395495$21,6410.00%
211VANGUARD HIGH DIVIDEND YIELD ETF921946406167$21,3080.00%
212SPDR GOLD TRUST ETFGLD88$21,3070.00%
213ARCHER DANIELS MIDLAND COMMONADM420$21,2180.00%
214SERVICENOW INC COMMONNOW20$21,2020.00%
215FIRST CITIZENS BANCSHARES CL A31946M10310$21,1300.00%
216BANK OF AMERICA CORP. COMMON060505104476$20,9200.00%
217PRUDENTIAL FINANCIAL INC. COMMONPUKPF176$20,8610.00%
218VANGUARD DIVIDEND APPRECIATION921908844102$19,8930.00%
219THERMO FISHER SCIENTIFIC INCTMO38$19,7690.00%
220CINTAS CORP COMMONCTAS108$19,7320.00%
221CRISPR THERAPEUTICS AG COMMONCRSP500$19,6800.00%
222ISHARES CORE DIVIDEND GROWTH ETF46434V621320$19,6290.00%
223ISHARES MSCI USA QUALITY FACTOR46432F339110$19,5890.00%
224THOR INDUSTRIES INC. COMMON885160101200$19,1420.00%
225NOVARTIS AG ADRNVSEF194$18,8780.00%
226FIRST BUSEY CORP CLASS A COMMONBUSEP800$18,8560.00%
227ARM HOLDINGS PLC ADR042068205147$18,1340.00%
228KYNDRYL HOLDINGS INC COMMONKD521$18,0270.00%
229SKYWORKS SOLUTIONS INC COMMONSWKS200$17,7360.00%
230INVESCO S&P 500 QUALITY ETFIVZ258$17,2940.00%
231JPMORGAN US QUALITY FACTOR ETF46641Q761300$17,1810.00%
232BLOCK INC CLASS A COMMONBSQKZ200$16,9980.00%
233SUBURBAN PROPANE PARTNERS L.PSPH985$16,9420.00%
234PHILIP MORRIS INTERNATIONAL INC.718172109140$16,8490.00%
235KLA CORPORATION COMMONKLAC26$16,3830.00%
236VANGUARD HEALTH CARE ETF92204A50464$16,2360.00%
237AMPLIFY CWP ENHANCED DIVIDEND032108409400$16,1920.00%
238GLOBAL X US INFRASTRUCTURE37954Y673390$15,7600.00%
239QUALCOMM INC. COMMONQCOM100$15,3620.00%
240STRYKER CORP. COMMONSYK41$14,7620.00%
241MONOLITHIC POWER SYSTEMS INC60983910524$14,2010.00%
242MODERNA INC COMMONMRNA318$13,2220.00%
243WARNER BROS DISCOVERY INC COMMONWBD1,220$12,8950.00%
244GLOBAL X MLP ETF37954Y343253$12,5010.00%
245EVERGY INC COMMONEVRG200$12,3100.00%
246HORMEL FOODS CORP. COMMONHRL390$12,2340.00%
247AIR PRODUCTS & CHEMICALS COMMONAIIR41$11,8920.00%
248TEXTRON, INC. COMMONTXT151$11,5500.00%
249FREEPORT-MCMORAN COPPER COMMONFCX300$11,4240.00%
250ISHARES BIOTECHNOLOGY ETF46428755685$11,2380.00%
251VANGUARD MID CAP VALUE ETF92290851268$11,0000.00%
252ONE GAS INC COMMONOGS156$10,8030.00%
253ALPS MLP ETF00162Q452220$10,5950.00%
254ANALOG DEVICES INC COMMONADI48$10,1980.00%
255MICRON TECHNOLOGY, INC. COMMONMU118$9,9310.00%
256ISHARES BARCLAYS US TREASURY46428717689$9,4830.00%
257AUTOMATIC DATA PROCESSING COMMONADP32$9,3670.00%
258GE AEROSPACE NEW COMMON36960430156$9,3400.00%
259FIDELITY WISE ORIGIN BITCOINFBTC114$9,3000.00%
260ISHARES CORE S&P MID-CAP ETF464287507122$7,6020.00%
261MCKESSON HBOC INC. COMMONMCK13$7,4090.00%
262ABRDN PHYSICAL SILVER SHARES ETFSIVR245$6,7550.00%
263OCCIDENTAL PETROLEUM COMMON674599105135$6,6700.00%
264GENERAL DYNAMICS COMMONGD25$6,5870.00%
265VIATRIS INC COMMONVTRS500$6,2250.00%
266EMPIRE STATE REALTY OP LP292102100600$6,1090.00%
267ISHARES US TECHNOLOGY ETF46428772138$6,0620.00%
268L3HARRIS TECHNOLOGIES INC COMMONLHX28$5,8880.00%
269SALESFORCE INC COMMONCRM17$5,6840.00%
270API GROUP CORP COMMON STOCKAPG150$5,3960.00%
271ISHARES GLOBAL ENERGY ETF464287341141$5,3830.00%
272GLOBAL X LITHIUM AND BATTERY37954Y855132$5,3830.00%
273GRAINGER (W.W.) INC. COMMON3848021045$5,2700.00%
274ALTRIA GROUP INC. COMMONMO100$5,2290.00%
275VERALTO CORP COMMONVLTO50$5,0930.00%
276GLOBAL X ROBOTICS AND ARTIFICIAL37954Y715157$5,0160.00%
277GLOBAL X ARTIFICIAL INTELLIGENCE37954Y632128$4,9460.00%
278FACTSET RESEARCH SYSTEMS INC30307510510$4,8030.00%
279KINROSS GOLD CORP NEW COMMONKGCRF500$4,6350.00%
280KIMBERLY CLARK COMPANY COMMONKMB34$4,4550.00%
281TRANE TECHNOLOGIES PLC COMMMONTT12$4,4320.00%
282GE VERNOVA INC COMMONGEV13$4,2760.00%
283ISHARES CORE MSCI EAFE ETF46432F84260$4,2170.00%
284PEABODY ENERGY CORP COMMONBTU200$4,1880.00%
285RIVIAN AUTOMOTIVE INC CLASS ARIVN310$4,1230.00%
286MANULIFE FINANCIAL INC. COMMON56501R106129$3,9620.00%
287TAKE-TWO INTERACTIVE SOFTWARETTWO20$3,6820.00%
288SPDR PORTFOLIO S&P 500 ETF78464A85453$3,6540.00%
289LUCID GROUP INC COMMONLCID1,200$3,6240.00%
290ISHARES MSCI USA MIN VOL FACTOR46429B69739$3,4630.00%
291REALTY INCOME CORPORATION COMMONO62$3,3110.00%
292NOVO-NORDISK A/S SPONSORED ADRNONOF38$3,2690.00%
293NASDAQ INC COMMONNDAQ42$3,2470.00%
294TERADATA CORP COMMONTDC100$3,1150.00%
295AON PLC COMMONAON8$2,8730.00%
296COGNEX CORPORATION COMMON STOCKCGNX73$2,6180.00%
297ULTA BEAUTY INC COMMONULTA6$2,6100.00%
298INTEL CORPORATION COMMONINTC126$2,5260.00%
299S&P GLOBAL INC COMMONSPGI5$2,4900.00%
300PAYCHEX INC COMMONPAYX16$2,2440.00%
301PHILLIPS 66 COMMONPSX19$2,1650.00%
302NORFOLK SOUTHERN COMMON6558441088$1,8780.00%
303WEYERHAEUSER COMPANY COMMONWY57$1,6050.00%
304VANGUARD SMALL-CAP VALUE INDEX9229086118$1,5850.00%
305ISHARES MSCI EAFE VALUE ETF46428887730$1,5740.00%
306DOLLAR GENERAL CORP COMMON25667710520$1,5160.00%
307GE HEALTHCARE TECHNOLOGIES INCGEHC18$1,4070.00%
308BECTON DICKINSON & CO COMMONBDX6$1,3610.00%
309TARGET CORP. COMMONTGT9$1,2170.00%
310MARSH & MCLENNAN COMMON5717481025$1,0620.00%
311U.S. BANCORP NEW COMMONUSB-PS21$1,0040.00%
312COLGATE-PALMOLIVE COMMONCL11$1,0000.00%
313SYNOPSYS INC COMMONSNPS2$9710.00%
314ISHARES ESG AWARE MSCI USA ETF46435G4257$9020.00%
315NETFLIX INC COMMONNFLX1$8910.00%
316NIKE INC. CLASS B COMMONNKE11$8320.00%
317SPDR BLOOMBERG HIGH YIELD BOND78468R6228$7640.00%
318EVERSOURCE ENERGY COMMONES13$7470.00%
319NCR ATLEOS CORP COMMONNATL22$7460.00%
320ALPS O'SHARES GLOBAL INTERNET00162Q36116$7360.00%
321AMERICAN TOWER REIT03027X1004$7340.00%
322PALO ALTO NETWORKS INC COMMONPANW4$7280.00%
323ROYAL CARIBBEAN GROUP LTD COMMONV7780T1033$6920.00%
324VERTIV HOLDINGS CO CLASS AVRT6$6820.00%
325ISHARES MSCI EMERGING MARKETS46428723416$6690.00%
326SPDR PORTFOLIO S&P 400 MID CAP78464A84712$6560.00%
327METLIFE INC. COMMONMET-PF8$6550.00%
328ISHARES US REAL ESTATE ETF4642877397$6510.00%
329NCR VOYIX CORP COMMONNCRRP44$6090.00%
330ISHARES MSCI EAFE GROWTH ETF4642888856$5810.00%
331JABIL INC COMMONJBL4$5760.00%
332TEXAS INSTRUMENTS COMMON8825081043$5630.00%
333PURE STORAGE CLASS A COMMON74624M1029$5530.00%
334CHEMOURS COMPANY COMMONCC32$5410.00%
335MANHATTAN ASSOCIATES INC COMMONMANH2$5400.00%
336TRUIST FINANCIAL CORP COMMON89832Q10912$5210.00%
337MOODY'S CORP COMMONMCO1$4730.00%
338MID AMERICAN APARTMENT CMTYS INC59522J1033$4640.00%
339LABCORP HOLDINGS INC COMMONLH2$4590.00%
340SPOTIFY TECHNOLOGY SA COMMONSPOT1$4470.00%
341PULTE HOMES INC COMMON7458671014$4360.00%
342ISHARES SHORT-TERM NATIONAL MUNI4642881584$4220.00%
343OCCIDENTAL PETROLEUM WARRANTS67459916215$4130.00%
344TETRA TECH INC COMMONTTEK10$3980.00%
345W.R. BERKLEY CORPORATION COMMONWRB-PH6$3510.00%
346ALIBABA GROUP HOLDING ADRBBAAY4$3390.00%
347ITRON INC COMMONITRI3$3260.00%
348PACCAR INC. COMMONPCAR3$3120.00%
349UBER TECHNOLOGIES INC COMMONUBER5$3020.00%
350ORGANON & CO COMMONOGN20$2980.00%
351MOLINA HEALTHCARE INC COMMONMOH1$2910.00%
352TOAST INC CLASS A COMMONTOST7$2550.00%
353WINTRUST FINANCIAL CORP COMMON97650W1082$2490.00%
354ZOOM COMMUNICATIONS INC COMMONZM3$2450.00%
355MGM RESORTS INTERNATIONAL COMMONMGM7$2430.00%
356KRAFT HEINZ COMPANY COMMONKHC7$2150.00%
357PROLOGIS INC COMMONPLDGP2$2110.00%
358SLB COMMONSLB5$1920.00%
359PORTLAND GENERAL ELECTRIC COMMON7365088474$1740.00%
360MICROCHIP TECHNOLOGY, INC.MCHPP3$1720.00%
361OWENS CORNING INC COMMONOC1$1700.00%
362TJX COMPANIES INC. COMMON8725401091$1210.00%
363ISHARES S&P 500 GROWTH ETF4642873091$1020.00%
364ALPINE 4 HOLDINGS INC COMMON02083E2044,375$290.00%
365ORION PROPERTIES INC COMMONONL6$220.00%
366APPLIED DNA SCIENCES, INC.03815U4091$00.00%
367AMPIO PHARMACEUTICALS INC.03209T3077$00.00%