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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 2025 · Filed October 27, 2025 · Accession 0001104659-25-102480

Total Value
$308.1M
Positions
584
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1Invesco QQQ Unit Series 1IVZ34,902$21.0M6.81%
2Vanguard Value ETF92290874488,342$16.5M5.35%
3Vanguard Index FDS S&P 500 ETF Shs92290836319,351$11.9M3.85%
4Vanguard Growth ETF92290873623,323$11.2M3.63%
5iShares Select Dividend ETF46428716859,857$8.5M2.76%
6Apple Inc ComAAPL27,259$6.9M2.25%
7Invesco S&P 500 Equal WeightIVZ35,540$6.7M2.19%
8Microsoft Corp ComMSFT12,834$6.6M2.16%
9Arista Networks Inc Ordinary SharesANET39,662$5.8M1.88%
10iShares Tr Core MSCI Eafe ETF46432F84264,976$5.7M1.84%
11Vanguard Mid-Cap ETF92290862918,940$5.6M1.81%
12Alphabet IncGOOG22,197$5.4M1.75%
13Nvidia CorpNVDA28,579$5.3M1.73%
14J P Morgan Chase & CoVYLD16,571$5.2M1.70%
15Vanguard Index FDS McAp GR Idxvip92290853817,392$5.1M1.66%
16Invesco S&P 500 Garp ETFIVZ44,085$5.0M1.63%
17Fideltiy Total Bond ETF316188309107,528$5.0M1.62%
18Vanguard Index FDS McAp Vl Idxvip92290851227,816$4.9M1.58%
19iShares Core S&P 500 ETF4642872006,718$4.5M1.46%
20Flexshares Stoxx US ESG Impact IndexFLEX27,365$4.2M1.37%
21SPDR S&P 500 IndexSPY6,282$4.2M1.36%
22Flexshares Tr Hig Yld Vl ETFFLEX99,006$4.1M1.33%
23iShares Russell 1000 Growth ETF4642876147,637$3.6M1.16%
24Vanguard Index FDS Small CP ETF92290875113,998$3.6M1.16%
25iShares in Core MSCI Emerging Mkts46434G10351,666$3.4M1.11%
26Lowes Cos Inc Com54866110712,823$3.2M1.05%
27Erie Indty Co CL A29530P10210,000$3.2M1.03%
28iShares Dow Jones US Technology46428772115,916$3.1M1.01%
29iShares Russell Mid-Cap ETF46428749929,244$2.8M0.92%
30McDonalds Corp ComMCD8,637$2.6M0.85%
31Apple Inc ComAAPL9,965$2.5M0.82%
32Amazon Com Inc ComAMZN11,027$2.4M0.79%
33PNC Finl Svcs Group Inc Com69347510511,818$2.4M0.77%
34Costco Whsl Corp New22160K1052,523$2.3M0.76%
35Mastercard IncMA4,077$2.3M0.75%
36Honeywell Intl Inc Com43851610610,867$2.3M0.74%
37Procter & Gamble Co Com74271810913,569$2.1M0.68%
38Southern Co ComSOMN21,344$2.0M0.66%
39Danaher Corp Del Com23585110210,074$2.0M0.65%
40Blackstone Group IncBX11,350$1.9M0.63%
41Abbott Labs ComABLZF14,285$1.9M0.62%
42Microsoft Corp ComMSFT3,667$1.9M0.62%
43Vanguard Small-Cap Value ETF9229086119,066$1.9M0.61%
44ChevrontexacoCVX12,073$1.9M0.61%
45PGIM Ultra-Short Bond ETF69344A10736,837$1.8M0.60%
46Vanguard Bond Index Fund Inctotal Bd Market92193783524,473$1.8M0.59%
47Cisco Sys Inc ComCSCO24,907$1.7M0.55%
48CSX Corp ComCSX46,691$1.7M0.54%
49Intuituve Surgical IncISRG3,626$1.6M0.53%
50Amgen Inc ComAMGN5,680$1.6M0.52%
51M & T Bank Corp55261F1047,296$1.4M0.47%
52Illinois Tool WKS Inc4523081095,279$1.4M0.45%
53CME Group IncCME5,052$1.4M0.44%
54PepsiCo Inc ComPEP9,451$1.3M0.43%
55Valero Energy NewVLO7,550$1.3M0.42%
56Select Sector SPDR Tr Technology81369Y8034,515$1.3M0.41%
57Fortinet Inc ComFTNT14,290$1.2M0.39%
58iShares Floating Rate Bond46429B65523,295$1.2M0.39%
59Roper Technologies IncROP2,340$1.2M0.38%
60Johnson & Johnson ComJNJ6,274$1.2M0.38%
61Ecolab IncECL4,180$1.1M0.37%
62IShares Bitcoin TrustIBIT17,539$1.1M0.37%
63Vaneck Vec High Yld Mun ETF92189H40922,181$1.1M0.37%
64Palo Alto Networks Inc ComPANW5,503$1.1M0.36%
65Salesforce Com IncCRM4,691$1.1M0.36%
66Verizon CommunicationsVZ25,043$1.1M0.36%
67Vanguard Index FDS Sml CP Grw ETF9229085953,410$1.0M0.33%
68iShares 0-5 Year TIPS Bond ETF46429B7479,766$1.0M0.33%
69Wal Mart Stores Inc ComWMT9,787$1.0M0.33%
70Oracle Corp ComORCL-PD3,530$992,7770.32%
71Quanta Services Inc74762E1022,350$973,8870.32%
72Exxon Mobil Corp ComXOM8,634$973,4840.32%
73Berkshire Hathaway BBRK-A1,927$968,7800.31%
74Home Depot Inc ComHD2,378$963,5420.31%
75Republic Svcs Inc Com7607591003,800$872,0240.28%
76iShares Russell Midcap Growth ETF4642874816,060$863,0050.28%
77Servicenow IncNOW920$846,6580.28%
78Shopify IncSHOP5,505$818,0980.27%
79Alphabet IncGOOG3,268$795,9210.26%
80iShares Russell 1000 Value ETF4642875983,867$787,2830.26%
81Tesla Inc ComTSLA1,759$782,2630.25%
82CVS/Caremark CorpCVS10,172$766,8670.25%
83SPDR Gold Trust ETFGLD2,153$765,3270.25%
84WEC Energy Group IncWEC6,320$724,2090.24%
85Invesco Sr Loan ETFIVZ33,630$703,8760.23%
86iShares TIPS Bond ETF4642871766,298$700,4640.23%
87Communication Services Select SPDR81369Y8525,910$699,5670.23%
88Microchip Technology Inc. ComMCHPP10,560$678,1630.22%
89LP Energy Transfer EqET-PI39,156$671,9170.22%
90Packaging Corp of America6951561093,002$654,2260.21%
91CBRE Group Inc CL ACBRE4,076$642,2150.21%
92McKesson Corp ComMCK790$610,3070.20%
93Advanced Micro Devices Inc ComAMD3,771$610,1100.20%
94Tesla Inc ComTSLA1,370$609,2660.20%
95Nextera Energy IncNEE-PW8,013$604,9010.20%
96International Business MacHscomINTR2,136$602,6940.20%
97Equinix Inc ComEQIX752$588,9970.19%
98Ge Vernova Inc Corp ComGEV956$587,8440.19%
99EOG RES IncEOG5,153$577,7540.19%
100Northrop Grumman CorpNOC918$559,3560.18%
101Genuine Parts CoGPC4,028$558,2810.18%
102Globe Life Inc Ordinary SharesGL-PD3,760$537,5670.17%
103Berkshire Hathaway BBRK-A1,052$528,8830.17%
104FacebookMETA720$528,7540.17%
105Lilly Eli & Co ComLLY670$511,2100.17%
106Vanguard Scottsdale FDS Int-Term Corp92206C8706,055$509,2860.17%
107Disney Walt Co Com Disney2546871064,423$506,4340.16%
108Becton Dickinson and CompanyBDX2,650$496,0010.16%
109Vanguard Europe Pacific ETF9219438588,015$480,2590.16%
110Nexstar Media GropNXST2,420$478,5310.16%
111Fidelity Ethereum Fund Beneficial Interest31613E10311,430$474,9170.15%
112iShares Tr 3 7 Yr Treas Bd4642886613,889$464,7740.15%
113iShares Russell Midcap Value ETF4642874733,096$432,4180.14%
114McDonalds Corp ComMCD1,418$430,9160.14%
115Zoetis Inc CL AZTS2,920$427,2540.14%
116iShares 1-3 Yr Cr Bd ETF4642886467,764$411,7250.13%
117Abbvie IncABBV1,690$391,3030.13%
118Broadcom Inc NvpAVGO1,180$389,2940.13%
119CSX Corp ComCSX10,875$386,1710.13%
120Financial Sector SPDR81369Y6056,818$367,2860.12%
121Consumer Discretionary Sector SPDR81369Y4071,495$358,2620.12%
122Vanguard Intl Equity Index Fftse Europe ETF9220428744,480$357,5040.12%
123KLA-Tencor CorpKLAC328$353,7810.11%
124FacebookMETA475$348,8310.11%
125Darden Restaurants Inc ComDRI1,825$347,4070.11%
126iShares Dow Jones US Healthcare4642877625,765$338,5210.11%
127Comcast Corp New CL ACCZ10,400$326,7680.11%
128Ishares Ethereum Trust ETF46438R10510,360$326,4440.11%
129Abbvie IncABBV1,405$325,3140.11%
130DBX ETF Tr Xtrack MSCI Eurp2330518537,000$322,3500.10%
131Raymond James Financial, Inc. Ordinary Shares7547301091,810$312,4060.10%
132Invesco Natl AMT-Free Mun Bd ETFIVZ13,386$309,0830.10%
133iShares ESG S&P Mid-Cap ETF46436E5516,680$292,9180.10%
134J P Morgan Chase & CoVYLD920$290,1960.09%
135International Business MacHscomINTR1,013$285,8280.09%
136Eaton Corporation PLCETN755$282,5590.09%
137iShares Transportation Avg ETF4642871923,818$273,7890.09%
138Utilities Sector SPDR81369Y8863,112$271,3980.09%
139Industrial Sector SPDR81369Y7041,677$258,6440.08%
140Duke Energy Corp NewDUKB2,077$257,0290.08%
141Lowes Cos Inc Com5486611071,005$252,5670.08%
142Nvidia CorpNVDA1,323$246,8450.08%
143Truist Finl Corp Com89832Q1095,358$244,9680.08%
144Coca Cola Co ComKO3,650$242,0680.08%
145Deere & CompanyDE518$236,8610.08%
146Caterpillar Inc Del ComCAT485$231,4180.08%
147D R Horton Inc23331A1091,361$230,6490.07%
148SPDR Dow Jones Industrial Average78467X109496$230,0150.07%
149Bank of America Corp0605051044,448$229,4720.07%
150Huntington Bancshares Inc ComHBANP13,090$226,0640.07%
151Abbott Labs ComABLZF1,678$224,7510.07%
152PayPal Hldgs Inc ComPYPL3,285$220,2920.07%
153Dominion New RES Inc VA NewD3,543$216,7250.07%
154Alphabet IncGOOG890$216,3590.07%
155M & T Bank Corp55261F1041,089$215,2080.07%
156Caterpillar Inc Del ComCAT450$214,7180.07%
157Blackstone Group IncBX1,250$213,5630.07%
158Raytheon Technologies CorpRTX1,205$201,6330.07%
159Neogenomics Inc Com NewNEO26,000$200,7200.07%
160Vanguard ESG Intl ETF9219107252,824$195,9010.06%
161Johnson & Johnson ComJNJ1,055$195,6180.06%
162Constellation Energy Corp ComCEG590$194,1510.06%
163Amazon Com Inc ComAMZN882$193,6610.06%
164Waste Management Inc94106L109856$189,0300.06%
165Lilly Eli & Co ComLLY240$183,1200.06%
166Nucor CorpNUE1,347$182,4240.06%
167Lockheed Martin CorpLMT365$182,2120.06%
168Omega Healthcare Invs Inc6819361004,312$182,0530.06%
169iShares Tr Core S&P McP ETF4642875072,715$177,1810.06%
170UnitedHealth Group Inc ComUNH505$174,3770.06%
171Waste Management Inc94106L109773$170,7020.06%
172Frequency ElectronicsFRQN5,000$169,5500.06%
173Union Pac Corp ComUNP704$166,4050.05%
174Automatic Data ProcessingADP565$165,8280.05%
175Vontier CorpVNT3,920$164,5220.05%
176iShares Russell 2000 Growth ETF464287648512$163,8610.05%
177Altria Group Inc ComMO2,475$163,4990.05%
178Procter & Gamble Co Com7427181091,052$161,6400.05%
179Southern Co ComSOMN1,690$160,1610.05%
180Bristol Myers Squibb Co ComCELG-RI3,476$156,7680.05%
181iShares Gold ETF iShares NewIAU2,142$155,8730.05%
182AT&T Inc ComT-PC5,280$149,1070.05%
183Invesco Water RES ETF TrustIVZ2,060$148,5470.05%
184Qualcomm Inc ComQCOM860$143,0700.05%
185Merck & Co Inc ComMRK1,693$142,0940.05%
186YUM Brands IncYUM932$141,6640.05%
187Palantir Technologies Inc CL APLTR765$139,5510.05%
188Phillip Morris Intl, Inc.718172109849$137,7080.04%
189Vanguard Growth ETF922908736287$137,6480.04%
190Trane Technologies PLCTT321$135,4490.04%
191Lam Research Corp. Ordinary SharesLRCX980$131,2220.04%
192Phillip Morris Intl, Inc.718172109805$130,5710.04%
193iShares MSCI Emerging Markets ETF4642872342,415$128,9610.04%
194Altria Group Inc ComMO1,950$128,8170.04%
195Marathon Pete CorpMARA668$128,7500.04%
196Automatic Data ProcessingADP435$127,6730.04%
197Qualcomm Inc ComQCOM760$126,4340.04%
198Consumer Staples Sector SPDR81369Y3081,607$125,9410.04%
199Fidelity Covington Trust Blue Chip Growth Etf3160923522,345$125,8330.04%
200Bitmine Immersion Technologies Inc Ordinary Shares09175A2062,400$124,6320.04%
201Vanguard Index FDS S&P 500 ETF Shs922908363200$122,4760.04%
202Invesco Intl Corp Bd ETFIVZ4,795$114,2650.04%
203TJX Cos Inc New872540109790$114,1870.04%
204Select SEC Real Estate81369Y8602,683$113,0350.04%
205Gamestop Corp New CL AGME-WT4,000$109,1200.04%
206Blackrock Funding Inc Ordinary SharesBLK93$108,4260.04%
207Booking Hldgs IncBKNG20$107,9850.04%
208Exelon CorpEXC2,372$106,7640.03%
209Norfolk Southern Corp Com655844108355$106,6460.03%
210Vanguard Mid-Cap ETF922908629360$105,7460.03%
211PNC Finl Svcs Group Inc Com693475105525$105,4880.03%
212Truist Finl Corp Com89832Q1092,279$104,1960.03%
213Paccar IncPCAR1,056$103,8260.03%
214Allstate Corp ComALL-PJ478$102,6030.03%
215Home Depot Inc ComHD250$101,2980.03%
216PepsiCo Inc ComPEP715$100,4150.03%
217Exxon Mobil Corp ComXOM870$98,0930.03%
218Welltower IncWELL550$97,9770.03%
219Texas Instrs Inc Com882508104530$97,3770.03%
220Invesco QQQ Unit Series 1IVZ160$96,0590.03%
221iShares Russell 2000 ETF464287655395$95,5740.03%
222EQT CorpEQT1,725$93,8920.03%
223Travelers Cos IncTRV334$93,2600.03%
224Merck & Co Inc ComMRK1,105$92,7430.03%
225VISA IncV266$90,8070.03%
226Dimensional Etf Trust World Ex U.S. Core Equity 225434V8802,819$88,4600.03%
227Mondelez International Inc6092071051,409$88,0200.03%
228Fortinet Inc ComFTNT1,045$87,8640.03%
229Verizon CommunicationsVZ1,976$86,8450.03%
230Marriott Int CL A571903202330$85,9450.03%
231Bank of America Corp0605051041,663$85,7940.03%
232Xtrackers MSCI Japan Hedged Equity ETF2330515071,000$84,9820.03%
233iShares MSCI Eafe ETF464287465883$82,4460.03%
234City Holding Co. Ordinary SharesCHCO665$82,3740.03%
235Deere & CompanyDE180$82,3070.03%
236iShares Dow Jones US Real Estate464287739847$82,2270.03%
237iShares Russell 2000 Value ETF464287630450$79,5650.03%
238Cardinal Health Inc ComCAH502$78,7940.03%
239Occidental Pete Corp Del Com6745991051,650$77,9630.03%
240iShares S&P Smallcap 600/Barra Growth Index FD464287887550$77,8250.03%
241Invesco Capital Management LLC Bulletshares 2025 Corporate Bond EtfIVZ3,687$76,2840.02%
242Select Sector SPDR Tr Technology81369Y803270$76,1020.02%
243DuPont DE Nemours IncDD959$74,7060.02%
244Global X FDS US Infr Dev ETF37954Y6731,565$74,5410.02%
245Utilities Sector SPDR81369Y886850$74,1290.02%
246Wells Fargo & Company949746101875$73,3430.02%
247ChevrontexacoCVX470$72,9860.02%
248General Electric Co USD 0.06369604301237$71,2940.02%
249Wal Mart Stores Inc ComWMT690$71,1110.02%
250Burke Herbert Financial Services Inc12135Y1081,152$71,0670.02%
251Ross Stores IncROST465$70,8610.02%
252AT&T Inc ComT-PC2,500$70,6000.02%
253Valero Energy NewVLO410$69,8070.02%
254Wells Fargo & Company949746101820$68,7320.02%
255Burke Herbert Financial Services Inc12135Y1081,109$68,4140.02%
256Pfizer Inc ComPFE2,675$68,1590.02%
257iShares Select Dividend ETF464287168470$66,7870.02%
258American Elec Pwr Inc Com025537101590$66,3750.02%
259Microchip Technology Inc. ComMCHPP1,030$66,1470.02%
260Coca Cola Co ComKO994$65,9220.02%
261KKR & Co Inc ComKKRT500$64,9750.02%
262Vanguard Value ETF922908744335$62,4740.02%
263Energy Sector SPDR81369Y506691$61,7340.02%
264iShares in Core MSCI Emerging Mkts46434G103925$60,9760.02%
265Cisco Sys Inc ComCSCO890$60,8940.02%
266General Electric Co USD 0.06369604301200$60,1640.02%
267Air Products & Chemicals IncAIIR220$59,9980.02%
268Metlife, Inc.MET-PF721$59,3890.02%
269Oracle Corp ComORCL-PD210$59,0600.02%
270Alliance Resource Partners, Lp UnitARLP2,300$58,1560.02%
271First Tr Global Tactical CM33739H1012,210$57,2390.02%
272ConocoPhillipsCOP604$57,1320.02%
273Bristol Myers Squibb Co ComCELG-RI1,265$57,0520.02%
274Morgan Stanley Dean WitterMS-PQ357$56,7490.02%
275Motorola Solutions Inc Com NewMSI123$56,2470.02%
276Dimensional Etf Trust U.S. Equity Market25434V401775$56,1410.02%
277Ulta Salon Cosmetics & FragranceULTA100$54,6750.02%
278Applied Matls Inc Com038222105262$53,6420.02%
279Pfizer Inc ComPFE2,105$53,6350.02%
280AON PLC Shs CL AAON150$53,4870.02%
281Thermo Fisher Scientific IncTMO109$52,8670.02%
282Emerson Elec Co ComEMR400$52,4720.02%
283Morgan Stanley Dean WitterMS-PQ325$51,6620.02%
284Analog Divices IncADI208$51,1060.02%
285Dimensional Etf Trust Emerging Markets Core Equity 225434V7321,581$50,7030.02%
286Parker Hannifin CorpPH66$50,0380.02%
287Lockheed Martin CorpLMT100$49,9210.02%
288Janus Capital Management LLC Henderson Aaa Clo Etf47103U845979$49,7140.02%
289Arista Networks Inc Ordinary SharesANET340$49,5410.02%
290American Movil NPV ADRAMXOF2,350$49,3500.02%
291Target CorpTGT550$49,3350.02%
292Unilever PLC Amer Shs ADRUNLYF825$48,9060.02%
293Digital Rlty Tr Inc253868103275$47,5420.02%
294Union Pac Corp ComUNP200$47,2740.02%
295Prudential Financial IncPUKPF455$47,2020.02%
296iShares Govt/Credit Bond464288596445$46,8830.02%
297Marriott Int CL A571903202180$46,8790.02%
298Intuit IncINTU68$46,4380.02%
299Hartford Group IncHIG-PG340$45,3530.01%
300Kimberly Clark Corp ComKMB361$44,8870.01%
301Carrier Global CorpCARR750$44,7750.01%
302AFLAC IncAFL400$44,6800.01%
303Welltower IncWELL250$44,5350.01%
304iShares Tr U.S. Med Dvc ETF464288810730$43,8580.01%
305Marsh & McLennan Companies, Inc.571748102216$43,5310.01%
306Illinois Tool WKS Inc452308109160$41,7220.01%
307Danaher Corp Del Com235851102205$40,6430.01%
308Colgate Palmolive Co ComCL505$40,3700.01%
309iShares Tr Core MSCI Eafe ETF46432F842460$40,1630.01%
310DFA US Small Cap ETF25434V500585$40,0490.01%
311Goldman Sachs Group IncGSCE50$39,8180.01%
312IDEXX Labs Inc Com45168D10462$39,6110.01%
313Chubb Limited ComCB139$39,2330.01%
314Dominion New RES Inc VA NewD640$39,1490.01%
315Alerian Mlp Alps Etf00162Q452834$39,1400.01%
316Norfolk Southern Corp Com655844108130$39,0530.01%
317Invesco Water RES ETF TrustIVZ540$38,9390.01%
318MSCI IncMSCI68$38,5840.01%
319iShares Tr JP Mor Em Mk ETF464288281405$38,5520.01%
320Nnn REIT Inc ComNNN900$38,3130.01%
321Vanguard Index FDS Small CP ETF922908751150$38,1420.01%
322SPDR Nuveen Barclays Sht Trm78468R739775$37,3710.01%
323Autonation Inc ComAN170$37,1910.01%
324UnitedHealth Group Inc ComUNH107$36,9470.01%
325Flexshares Tr Hig Yld Vl ETFFLEX895$36,8740.01%
326Invesco Preferred ETFIVZ3,178$36,8650.01%
327Materials Sector SPDR81369Y100405$36,2960.01%
328Pinnacle West Cap Corp ComPNW400$35,8640.01%
329iShares Silver TrustSLV805$34,1080.01%
330Invesco S&P 500 Garp ETFIVZ300$34,0860.01%
331Rockwell Intl Corp New AutomationROK96$33,5550.01%
332Key Corp4932671081,750$32,7080.01%
333Vanguard High Dividend Yield ETF921946406230$32,4190.01%
334Capital One14040H105152$32,3120.01%
335Molson Coors Beverage CO Compa CLASS B CORP COMMONTAP-A700$31,6750.01%
336Honeywell Intl Inc Com438516106150$31,5750.01%
337Amgen Inc ComAMGN110$31,0420.01%
338Duke Energy Corp NewDUKB250$30,9380.01%
339Ge Vernova Inc Corp ComGEV50$30,7450.01%
340Firstenergy Corp ComFE664$30,4250.01%
341Annaly Cap Mgmt Inc ComNLY-PJ1,440$29,1020.01%
342Sysco CorpSYY350$28,8190.01%
343United Parcel Services BUPS345$28,8180.01%
344Nextera Energy IncNEE-PW375$28,3090.01%
345Nuveen ESG Small-Cap ETFNU640$28,2240.01%
346W P Carey Inc92936U109415$28,0420.01%
347Mid-America Apartment Communities Inc.59522J103200$27,9460.01%
3483M Co ComMMM180$27,9320.01%
349Select Sector SPDR Tr SBI Healthcare81369Y209200$27,8340.01%
350Intel Corp ComINTC800$26,8400.01%
351Snowflake Inc Ordinary Shares - Class ASNOW115$25,9380.01%
352Phillips 66PSX190$25,8440.01%
353Smurfit Westrock Plc Ordinary SharesSW600$25,5420.01%
354Cummins IncCMI60$25,3420.01%
355Vanguard Index FDS McAp Vl Idxvip922908512145$25,3140.01%
356Consumer Discretionary Sector SPDR81369Y407105$25,1620.01%
357Otis Worldwide Corp ComOTIS275$25,1430.01%
358Polaris Inds Inc ComPII425$24,7050.01%
359Halliburton Co ComHAL1,000$24,6000.01%
360Intuituve Surgical IncISRG55$24,5980.01%
361Clean Harbors Inc ComCLH105$24,3830.01%
362Veralto CorpVLTO227$24,2000.01%
363US BancorpUSB-PS500$24,1650.01%
364CVS/Caremark CorpCVS320$24,1250.01%
365Xylem IncXYL160$23,6000.01%
366Vanguard Index FDS McAp GR Idxvip92290853880$23,5030.01%
367Select Sector SPDR Tr SBI Healthcare81369Y209167$23,2410.01%
368Firstenergy Corp ComFE498$22,8180.01%
369Novartis AG ADRNVSEF175$22,4420.01%
370Goldman Sachs Activebeta US Large Cap Equity Etf Actvbeta LrgNVGLF167$21,7570.01%
371Nexstar Media GropNXST110$21,7510.01%
372Dht Holdings Inc Ordinary SharesDHT1,800$21,5100.01%
373Avery Dennison CorpAVY132$21,4060.01%
374SPDR Gold Trust ETFGLD60$21,3280.01%
375SPDR Ser Tr S&P Divid ETF78464A763150$21,0080.01%
376Adobe Sys IncADBE59$20,8120.01%
377Unilever PLC Amer Shs ADRUNLYF350$20,7480.01%
378BP Amoco P L C Sponsored ADRBPPFF600$20,6760.01%
379Brinks Co ComBCO175$20,4510.01%
380Vaneck Vec High Yld Mun ETF92189H409400$20,3600.01%
381Genuine Parts CoGPC145$20,0970.01%
382WEC Energy Group IncWEC175$20,0530.01%
383Colgate Palmolive Co ComCL250$19,9850.01%
384Tractor SupplyTSCO350$19,9050.01%
3853M Co ComMMM125$19,3980.01%
386Invesco Natl AMT-Free Mun Bd ETFIVZ825$19,0490.01%
387YUM Brands IncYUM125$19,0000.01%
388Shell PLC Spon ADSRYDAF265$18,9560.01%
389American Elec Pwr Inc Com025537101168$18,9000.01%
390Disney Walt Co Com Disney254687106165$18,8930.01%
391IShares Bitcoin TrustIBIT290$18,8500.01%
392Simon Property Group Inc828806109100$18,7670.01%
393Square Inc.BSQKZ250$18,0680.01%
394Invesco S&P 500 Equal WeightIVZ95$18,0220.01%
395Price T Rowe Group IncTROW175$17,9620.01%
396CF Industries Holdings Inc125269100200$17,9400.01%
397Mondelez International Inc609207105275$17,1790.01%
398Autozone Inc ComAZO4$17,1610.01%
399Vanguard Utilities Index Fund ETF92204A87690$17,0470.01%
400Schwab Strategic Trust Fundamental U.S. Large Company Etf808524771637$16,7530.01%
401Oklo Inc. Ordinary Shares - Class AOKLO150$16,7450.01%
402SPDR S&P 500 IndexSPY25$16,6550.01%
403iShares S&P Small Cap 600 Value ETF464287879150$16,5890.01%
404Broadcom Inc NvpAVGO50$16,4960.01%
405Mainstreet Bancshares Inc ComMNSBP790$16,4560.01%
406Sirius Xm Holdings Inc.829933100678$15,7810.01%
407Murphy USA Inc ComMUSA40$15,5300.01%
408Industrial Sector SPDR81369Y704100$15,4230.01%
409FactSet Research Sys Inc30307510550$14,3250.00%
410Robinhood Markets Inc Ordinary Shares - Class A770700102100$14,3180.00%
411Broadridge Finl Solutions Incom11133T10360$14,2900.00%
412Invesco Capital Management LLC Bulletshares 2026 Corporate Bond EtfIVZ728$14,2400.00%
413HCA Holdings IncHCA33$14,0650.00%
414Live Nation Entertainment IncomLYV86$14,0520.00%
415iShares Dow Jones US Healthcare464287762235$13,7990.00%
416Coinbase Global IncCOIN40$13,5000.00%
417Invesco Taxable Municipal Bond ETFIVZ490$13,3720.00%
418Allstate Corp ComALL-PJ62$13,3080.00%
419American Express Co ComAXP40$13,2860.00%
420Circle Internet Group Inc. Ordinary Shares - Class ACRCL100$13,2580.00%
421Agilent Technologies Inc. Ordinary SharesA100$12,8350.00%
422Harley Davidson Inc ComHOG460$12,8340.00%
423Arch Capital Group LtdG0450A105141$12,7930.00%
424Brookfield Corp11271J107180$12,3440.00%
425Netflix Inc ComNFLX10$11,9890.00%
426Comcast Corp New CL ACCZ364$11,4370.00%
427Church & Dwight Co Inc ComCHD130$11,3920.00%
428iShares Core S&P Small Cap ETF46428780495$11,2890.00%
429Taiwan Semiconductor ADR87403910040$11,1720.00%
430Harley Davidson Inc ComHOG400$11,1600.00%
431Choice Hotels Intl Inc169905106100$10,6910.00%
432Blackrock Institutional Trust Company N.A. Ishares Expanded Tech Sector Etf46428754983$10,4540.00%
433Vanguard Small-Cap Value ETF92290861150$10,4360.00%
434Wendy's Company95058W1001,133$10,3780.00%
435Take-Two Interactive SoftwarcomTTWO40$10,3340.00%
436Manulife Financial Corp56501R106327$10,1860.00%
437The Progressive Corporation74331510341$10,1250.00%
438Roper Technologies IncROP20$9,9740.00%
439Four Corners Ppty Tr Inc Com35086T109400$9,7600.00%
440Warner Bros Discovery Inc Com Ser AWBD493$9,6280.00%
441Atlantic Union Bankshares Corp Ordinary Shares04911A107270$9,5280.00%
442United Bankshares Inc West VcomUNTCW252$9,3770.00%
443The Bank of New York Mellon Corp.06405810086$9,3710.00%
444PGIM Ultra-Short Bond ETF69344A107185$9,2190.00%
445Coca-Cola European Partners PLCCCEP100$9,0610.00%
446Cognex CorpCGNX200$9,0600.00%
447Heico Corp. NewHEI-A35$8,8930.00%
448Schwab Charles Corp NewSCHW-PJ93$8,8790.00%
449Emerson Elec Co ComEMR67$8,7890.00%
450Keysight Technologies IncKEYS50$8,7460.00%
451Nike Inc CL BNKE125$8,7160.00%
452American Tower Corp New Com03027X10045$8,6540.00%
453Costar Group IncCSGP100$8,4370.00%
454Berkley Corp W.R.WRB-PH110$8,4280.00%
455American Express Co ComAXP25$8,3040.00%
456CoPart IncCPRT183$8,2300.00%
457Ulta Salon Cosmetics & FragranceULTA15$8,2010.00%
458Fideltiy Total Bond ETF316188309175$8,0920.00%
459DuPont DE Nemours IncDD101$7,8680.00%
460Chipotle Mexican Grill IncCMG200$7,8380.00%
461Prudential Financial IncPUKPF75$7,7810.00%
462Darling International Inc.DAR250$7,7180.00%
463Lpl Financial Holdings Inc50212V10023$7,6520.00%
464Hilton Worldwide Holdings Inc Ordinary SharesHLT29$7,5240.00%
465AGCO Corp ComAGCO70$7,4950.00%
466GE Healthcare Technologies IncGEHC99$7,4350.00%
467Vulcan Materials Co92916010924$7,3830.00%
468IonQ Inc Ordinary SharesIONQ-WT120$7,3800.00%
469Chesapeake Energy CorpEXE69$7,2960.00%
470Square Inc.BSQKZ100$7,2270.00%
471Anthem Inc ComELV22$7,1090.00%
472Cadence Design Systems, Inc. Ordinary SharesCDNS20$7,0250.00%
473Travelers Cos IncTRV25$6,9810.00%
474CME Group IncCME25$6,7550.00%
475O'reilly Automotive, Inc. Ordinary Shares67103H10762$6,6840.00%
476Transdigm Group IncorporatedTDG5$6,5900.00%
477Rigetti Computing Inc Ordinary SharesRGTIW220$6,5540.00%
478Tractor SupplyTSCO115$6,5400.00%
479IDEX Corp45167R10440$6,5100.00%
480Humana Inc ComHUM25$6,5040.00%
481Crispr Therapeutics AGCRSP100$6,4810.00%
482KKR & Co Inc ComKKRT49$6,3680.00%
483Autodesk IncADSK20$6,3530.00%
484Equinix Inc ComEQIX8$6,2660.00%
485General Motors Co37045V100100$6,0970.00%
486Timken CoTKR80$6,0140.00%
487Novo Nordisk A/SNONOF105$5,8270.00%
488Labcorp Holdings Inc. Ordinary SharesLH20$5,7410.00%
489Select SEC Real Estate81369Y860135$5,6880.00%
490Mastercard IncMA10$5,6880.00%
491Knight Swift Transportation Holdings Inc499049104143$5,6500.00%
492Entergy CorpENO60$5,5910.00%
493Sherwin Williams Co.SHW16$5,5400.00%
494Chesapeake Energy CorpEXE51$5,4530.00%
495Vale S A ADRVALE500$5,4300.00%
496Kyndryl Hldgs Inc Common StockKD180$5,4050.00%
497Veralto CorpVLTO50$5,3310.00%
498Chesapeake Utilities Corp16530310838$5,1180.00%
499Cencora, IncCOR16$5,0490.00%
500Barclays 1-3 Year Treasury Bond46428745760$4,9780.00%