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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 Q4 2025 · Filed January 21, 2026 · Accession 0001104659-26-005279

Total Value
$313.3M
Positions
557
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1Invesco QQQ Unit Series 1IVZ35,084$21.6M6.88%
2Vanguard Value ETF92290874489,922$17.2M5.48%
3Vanguard Index FDS S&P 500 ETF Shs92290836320,454$12.8M4.10%
4Vanguard Growth ETF92290873623,649$11.5M3.68%
5iShares Select Dividend ETF46428716864,611$9.1M2.91%
6Apple Inc ComAAPL26,371$7.2M2.29%
7iShares Tr Core MSCI Eafe ETF46432F84278,937$7.1M2.25%
8Vanguard Mid-Cap ETF92290862923,730$6.9M2.20%
9Alphabet IncGOOG21,747$6.8M2.17%
10Invesco S&P 500 Equal WeightIVZ33,811$6.5M2.07%
11Microsoft Corp ComMSFT12,789$6.2M1.97%
12J P Morgan Chase & CoVYLD16,419$5.3M1.69%
13Vanguard Index FDS McAp Vl Idxvip92290851229,353$5.2M1.66%
14Vanguard Index FDS McAp GR Idxvip92290853818,443$5.1M1.64%
15Nvidia CorpNVDA27,590$5.1M1.64%
16Arista Networks Inc Ordinary SharesANET39,194$5.1M1.64%
17Fideltiy Total Bond ETF316188309108,214$5.0M1.59%
18Invesco S&P 500 Garp ETFIVZ42,307$4.8M1.54%
19iShares Core S&P 500 ETF4642872006,718$4.6M1.47%
20iShares in Core MSCI Emerging Mkts46434G10368,321$4.6M1.47%
21SPDR S&P 500 IndexSPY6,267$4.3M1.36%
22Flexshares Tr Hig Yld Vl ETFFLEX103,775$4.2M1.35%
23Vanguard Index FDS Small CP ETF92290875116,208$4.2M1.33%
24Flexshares Stoxx US ESG Impact IndexFLEX26,130$4.1M1.32%
25iShares Russell 1000 Growth ETF4642876147,627$3.6M1.15%
26iShares Dow Jones US Technology46428772115,816$3.2M1.01%
27Lowes Cos Inc Com54866110712,732$3.1M0.98%
28iShares Russell Mid-Cap ETF46428749928,965$2.8M0.89%
29McDonalds Corp ComMCD8,794$2.7M0.86%
30Apple Inc ComAAPL9,740$2.6M0.85%
31Amazon Com Inc ComAMZN11,157$2.6M0.82%
32PNC Finl Svcs Group Inc Com69347510511,618$2.4M0.77%
33Mastercard IncMA4,065$2.3M0.74%
34Vanguard Small-Cap Value ETF92290861110,782$2.3M0.73%
35Danaher Corp Del Com2358511029,899$2.3M0.72%
36Procter & Gamble Co Com74271810915,503$2.2M0.71%
37Costco Whsl Corp New22160K1052,503$2.2M0.69%
38Honeywell Intl Inc Com43851610610,929$2.1M0.68%
39Intuituve Surgical IncISRG3,598$2.0M0.65%
40Cisco Sys Inc ComCSCO26,081$2.0M0.64%
41Southern Co ComSOMN22,134$1.9M0.62%
42Amgen Inc ComAMGN5,847$1.9M0.61%
43Abbott Labs ComABLZF14,935$1.9M0.60%
44Blackstone Group IncBX12,013$1.9M0.59%
45ChevrontexacoCVX12,105$1.8M0.59%
46Vanguard Bond Index Fund Inctotal Bd Market92193783524,558$1.8M0.58%
47PGIM Ultra-Short Bond ETF69344A10734,560$1.7M0.55%
48SPDR Gold Trust ETFGLD4,293$1.7M0.54%
49CSX Corp ComCSX46,386$1.7M0.54%
50M & T Bank Corp55261F1047,244$1.5M0.47%
51CME Group IncCME5,233$1.4M0.46%
52Select Sector SPDR Tr Technology81369Y8039,592$1.4M0.44%
53Illinois Tool WKS Inc4523081095,549$1.4M0.44%
54PepsiCo Inc ComPEP9,247$1.3M0.42%
55Valero Energy NewVLO7,910$1.3M0.41%
56Microsoft Corp ComMSFT2,572$1.2M0.40%
57Johnson & Johnson ComJNJ5,952$1.2M0.39%
58Wal Mart Stores Inc ComWMT10,612$1.2M0.38%
59Invesco Sr Loan ETFIVZ55,308$1.2M0.37%
60Ecolab IncECL4,410$1.2M0.37%
61Exxon Mobil Corp ComXOM9,298$1.1M0.36%
62Quanta Services Inc74762E1022,549$1.1M0.34%
63Fortinet Inc ComFTNT13,495$1.1M0.34%
64Vanguard Index FDS Sml CP Grw ETF9229085953,535$1.1M0.34%
65Verizon CommunicationsVZ25,783$1.1M0.34%
66iShares Floating Rate Bond46429B65520,045$1.0M0.33%
67Palo Alto Networks Inc ComPANW5,498$1.0M0.32%
68Alphabet IncGOOG3,223$1.0M0.32%
69Vaneck Vec High Yld Mun ETF92189H40919,781$1.0M0.32%
70Roper Technologies IncROP2,225$990,4140.32%
71Shopify IncSHOP5,835$939,2600.30%
72Salesforce Com IncCRM3,526$934,0730.30%
73McKesson Corp ComMCK1,070$877,7100.28%
74CVS/Caremark CorpCVS10,972$870,7380.28%
75CBRE Group Inc CL ACBRE5,196$835,4650.27%
76Advanced Micro Devices Inc ComAMD3,899$835,0100.27%
77iShares Russell Midcap Growth ETF4642874816,060$829,8560.26%
78iShares Russell 1000 Value ETF4642875983,867$813,3850.26%
79Home Depot Inc ComHD2,358$811,3880.26%
80Republic Svcs Inc Com7607591003,795$804,2740.26%
81Berkshire Hathaway BBRK-A1,587$797,7060.25%
82WEC Energy Group IncWEC7,530$794,1140.25%
83Ge Vernova Inc Corp ComGEV1,181$771,8660.25%
84Oracle Corp ComORCL-PD3,743$729,5480.23%
85Servicenow IncNOW4,625$708,5040.23%
86iShares TIPS Bond ETF4642871766,417$705,2930.23%
87Lilly Eli & Co ComLLY655$703,9150.22%
88Packaging Corp of America6951561093,362$693,3450.22%
89Nextera Energy IncNEE-PW8,453$678,6070.22%
90Communication Services Select SPDR81369Y8525,695$670,4150.21%
91LP Energy Transfer EqET-PI39,936$658,5450.21%
92Microchip Technology Inc. ComMCHPP10,305$656,6350.21%
93iShares 0-5 Year TIPS Bond ETF46429B7476,291$644,1360.21%
94International Business MacHscomINTR2,093$619,9680.20%
95PGIM Municipal Income Opportunities ETF69344A77612,075$615,7040.20%
96Nexstar Media GropNXST2,985$606,1040.19%
97Northrop Grumman CorpNOC1,058$603,2820.19%
98Globe Life Inc Ordinary SharesGL-PD4,245$593,7060.19%
99Tesla Inc ComTSLA1,285$577,8900.18%
100Erie Indty Co CL A29530P1022,000$573,3000.18%
101Equinix Inc ComEQIX736$563,8940.18%
102Vanguard Scottsdale FDS Int-Term Corp92206C8706,686$559,9530.18%
103EOG RES IncEOG5,143$540,0660.17%
104Genuine Parts CoGPC4,213$518,0310.17%
105Disney Walt Co Com Disney2546871064,533$515,7190.16%
106Vanguard Intl Equity Index Fftse Europe ETF9220428746,010$502,4960.16%
107Vanguard Europe Pacific ETF9219438588,015$500,6970.16%
108FacebookMETA710$468,6640.15%
109iShares Russell Midcap Value ETF4642874733,096$436,6910.14%
110Tesla Inc ComTSLA930$418,2400.13%
111iShares Tr 3 7 Yr Treas Bd4642886613,504$418,2020.13%
112iShares 1-3 Yr Cr Bd ETF4642886467,559$399,7200.13%
113KLA-Tencor CorpKLAC328$398,5460.13%
114Broadcom Inc NvpAVGO1,110$384,1710.12%
115iShares Dow Jones US Healthcare4642877625,765$375,3020.12%
116Financial Sector SPDR81369Y6056,788$371,7790.12%
117Truist Finl Corp Com89832Q1097,485$368,3370.12%
118McDonalds Corp ComMCD1,205$368,2840.12%
119Consumer Discretionary Sector SPDR81369Y4072,990$357,0360.11%
120Nucor CorpNUE2,147$350,1970.11%
121D R Horton Inc23331A1092,386$343,6560.11%
122Raymond James Financial, Inc. Ordinary Shares7547301092,115$339,6480.11%
123iShares Transportation Avg ETF4642871924,518$336,6360.11%
124DBX ETF Tr Xtrack MSCI Eurp2330518537,000$336,0000.11%
125Abbvie IncABBV1,395$318,7440.10%
126Vanguard ESG Intl ETF9219107254,345$311,1890.10%
127FacebookMETA460$303,6410.10%
128J P Morgan Chase & CoVYLD915$294,8310.09%
129Erie Indty Co CL A29530P1021,000$286,6500.09%
130Caterpillar Inc Del ComCAT485$277,8420.09%
131Neogenomics Inc Com NewNEO23,000$270,4800.09%
132Frequency ElectronicsFRQN5,000$269,2000.09%
133Invesco Natl AMT-Free Mun Bd ETFIVZ11,561$268,1000.09%
134Truist Finl Corp Com89832Q1095,358$263,6670.08%
135Utilities Sector SPDR81369Y8866,165$263,1840.08%
136Alphabet IncGOOG840$262,9200.08%
137Berkshire Hathaway BBRK-A517$259,8700.08%
138Lilly Eli & Co ComLLY240$257,9230.08%
139Industrial Sector SPDR81369Y7041,647$255,4830.08%
140Caterpillar Inc Del ComCAT445$254,9270.08%
141Bank of America Corp0605051044,448$244,6400.08%
142Duke Energy Corp NewDUKB2,077$243,4450.08%
143Nvidia CorpNVDA1,298$242,0770.08%
144Deere & CompanyDE518$241,1650.08%
145Becton Dickinson and CompanyBDX1,235$239,6770.08%
146Coca Cola Co ComKO3,426$239,5120.08%
147SPDR Dow Jones Industrial Average78467X109486$233,5570.07%
148Huntington Bancshares Inc ComHBANP13,090$227,1120.07%
149Eaton Corporation PLCETN703$223,9130.07%
150M & T Bank Corp55261F1041,089$219,4120.07%
151International Business MacHscomINTR740$219,1950.07%
152Raytheon Technologies CorpRTX1,150$210,9100.07%
153Lowes Cos Inc Com548661107865$208,6030.07%
154Constellation Energy Corp ComCEG590$208,4290.07%
155Dominion New RES Inc VA NewD3,508$205,5340.07%
156IShares Bitcoin TrustIBIT4,129$205,0050.07%
157Amazon Com Inc ComAMZN882$203,5830.06%
158Johnson & Johnson ComJNJ955$197,6370.06%
159Fidelity Covington Trust Blue Chip Growth Etf3160923523,526$193,3660.06%
160Blackstone Group IncBX1,250$192,6750.06%
161Bristol Myers Squibb Co ComCELG-RI3,476$187,4950.06%
162Abbvie IncABBV790$180,5070.06%
163Fidelity Ethereum Fund Beneficial Interest31613E1036,020$178,2520.06%
164Merck & Co Inc ComMRK1,693$178,2050.06%
165Lockheed Martin CorpLMT365$176,5400.06%
166CSX Corp ComCSX4,570$165,6630.05%
167iShares Russell 2000 Growth ETF464287648512$165,3810.05%
168Ishares Ethereum Trust ETF46438R1057,360$165,0850.05%
169Waste Management Inc94106L109736$161,7070.05%
170UnitedHealth Group Inc ComUNH479$158,1230.05%
171iShares Gold ETF iShares NewIAU1,902$154,3850.05%
172Comcast Corp New CL ACCZ5,060$151,2430.05%
173Procter & Gamble Co Com7427181091,052$150,7620.05%
174Southern Co ComSOMN1,690$147,3680.05%
175Union Pac Corp ComUNP637$147,3510.05%
176Qualcomm Inc ComQCOM860$147,1030.05%
177iShares Tr Core S&P McP ETF4642875072,215$146,1900.05%
178Automatic Data ProcessingADP565$145,3350.05%
179Altria Group Inc ComMO2,475$142,7090.05%
180Invesco Water RES ETF TrustIVZ2,010$141,5230.05%
181Vanguard Growth ETF922908736282$137,5770.04%
182Phillip Morris Intl, Inc.718172109849$136,1800.04%
183Palantir Technologies Inc CL APLTR765$135,9790.04%
184iShares ESG S&P Mid-Cap ETF46436E5513,030$135,2900.04%
185Waste Management Inc94106L109606$133,1440.04%
186iShares MSCI Emerging Markets ETF4642872342,415$132,1250.04%
187AT&T Inc ComT-PC5,280$131,1550.04%
188Abbott Labs ComABLZF1,040$130,3020.04%
189Qualcomm Inc ComQCOM760$129,9980.04%
190Phillip Morris Intl, Inc.718172109805$129,1220.04%
191Lam Research Corp. Ordinary SharesLRCX745$127,5290.04%
192Vanguard Index FDS S&P 500 ETF Shs922908363200$125,4260.04%
193TJX Cos Inc New872540109790$121,3520.04%
194Trane Technologies PLCTT299$116,3710.04%
195Paccar IncPCAR1,056$115,6430.04%
196Consumer Staples Sector SPDR81369Y3081,467$113,9570.04%
197Altria Group Inc ComMO1,950$112,4370.04%
198Automatic Data ProcessingADP435$111,8950.04%
199Merck & Co Inc ComMRK1,051$110,6280.04%
200Marathon Pete CorpMARA668$108,6370.03%
201Invesco Intl Corp Bd ETFIVZ4,537$108,3410.03%
202PPL Elec Utils CorpPPLC3,043$106,5660.03%
203PNC Finl Svcs Group Inc Com693475105505$105,4090.03%
204Exxon Mobil Corp ComXOM870$104,6960.03%
205Vanguard Mid-Cap ETF922908629360$104,4790.03%
206Exelon CorpEXC2,372$103,3960.03%
207Cardinal Health Inc ComCAH502$103,1610.03%
208Norfolk Southern Corp Com655844108355$102,4960.03%
209Marriott Int CL A571903202330$102,3790.03%
210Welltower IncWELL550$102,0860.03%
211Booking Hldgs IncBKNG19$101,7510.03%
212Darden Restaurants Inc ComDRI545$100,2910.03%
213Select SEC Real Estate81369Y8602,479$100,0280.03%
214Allstate Corp ComALL-PJ478$99,4960.03%
215Travelers Cos IncTRV334$96,8800.03%
216Blackrock Funding Inc Ordinary SharesBLK90$96,3310.03%
217Omega Healthcare Invs Inc6819361002,156$95,5970.03%
218Xtrackers MSCI Japan Hedged Equity ETF2330515071,000$94,6600.03%
219Dimensional Etf Trust World Ex U.S. Core Equity 225434V8802,819$92,2660.03%
220Texas Instrs Inc Com882508104530$91,9500.03%
221iShares Russell 2000 ETF464287655365$89,8480.03%
222Invesco QQQ Unit Series 1IVZ145$89,0750.03%
223Home Depot Inc ComHD250$86,0250.03%
224Deere & CompanyDE180$83,8030.03%
225Ross Stores IncROST465$83,7650.03%
226Fortinet Inc ComFTNT1,045$82,9840.03%
227Wells Fargo & Company949746101875$81,5500.03%
228iShares Russell 2000 Value ETF464287630450$81,5450.03%
229PepsiCo Inc ComPEP565$81,0890.03%
230Verizon CommunicationsVZ1,976$80,4830.03%
231VISA IncV227$79,6110.03%
232First Tr Global Tactical CM33739H1013,425$79,5630.03%
233City Holding Co. Ordinary SharesCHCO665$79,2680.03%
234Gamestop Corp New CL AGME-WT3,900$78,3120.03%
235Select Sector SPDR Tr Technology81369Y803540$77,7440.02%
236iShares S&P Smallcap 600/Barra Growth Index FD464287887550$77,6380.02%
237Wal Mart Stores Inc ComWMT690$76,8730.02%
238Wells Fargo & Company949746101805$75,0260.02%
239Global X FDS US Infr Dev ETF37954Y6731,565$74,7910.02%
240Mondelez International Inc6092071051,370$73,7470.02%
241General Electric Co USD 0.06369604301237$73,0030.02%
242iShares Dow Jones US Real Estate464287739774$72,6710.02%
243Utilities Sector SPDR81369Y8861,700$72,5730.02%
244iShares Tr JP Mor Em Mk ETF464288281747$71,9210.02%
245Burke Herbert Financial Services Inc12135Y1081,152$71,7810.02%
246YUM Brands IncYUM466$70,4960.02%
247Coca Cola Co ComKO994$69,4910.02%
248Burke Herbert Financial Services Inc12135Y1081,109$69,1020.02%
249Cisco Sys Inc ComCSCO890$68,5570.02%
250Bristol Myers Squibb Co ComCELG-RI1,265$68,2340.02%
251American Elec Pwr Inc Com025537101590$68,0330.02%
252Zoetis Inc CL AZTS535$67,3140.02%
253Bank of America Corp0605051041,221$67,1550.02%
254Valero Energy NewVLO410$66,7440.02%
255Pfizer Inc ComPFE2,675$66,6080.02%
256iShares Select Dividend ETF464287168470$66,3360.02%
257Microchip Technology Inc. ComMCHPP1,030$65,6320.02%
258Vanguard Value ETF922908744335$63,9820.02%
259Thermo Fisher Scientific IncTMO109$63,1600.02%
260iShares in Core MSCI Emerging Mkts46434G103925$62,1790.02%
261AT&T Inc ComT-PC2,500$62,1000.02%
262Occidental Pete Corp Del Com6745991051,500$61,6800.02%
263General Electric Co USD 0.06369604301200$61,6060.02%
264PayPal Hldgs Inc ComPYPL1,040$60,7150.02%
265Ulta Salon Cosmetics & FragranceULTA100$60,5010.02%
266Applied Matls Inc Com038222105226$58,0800.02%
267Morgan Stanley Dean WitterMS-PQ325$57,6970.02%
268Dimensional Etf Trust U.S. Equity Market25434V401775$57,4820.02%
269ChevrontexacoCVX370$56,3920.02%
270Marriott Int CL A571903202180$55,8430.02%
271Vontier CorpVNT1,500$55,7700.02%
272Air Products & Chemicals IncAIIR220$54,3440.02%
273Bitmine Immersion Technologies Inc Ordinary Shares09175A2062,000$54,3000.02%
274Metlife, Inc.MET-PF686$54,1530.02%
275ConocoPhillipsCOP575$53,8260.02%
276Target CorpTGT550$53,7630.02%
277Emerson Elec Co ComEMR400$53,0880.02%
278AON PLC Shs CL AAON150$52,9320.02%
279Energy Sector SPDR81369Y5061,172$52,4000.02%
280Dimensional Etf Trust Emerging Markets Core Equity 225434V7321,581$52,3000.02%
281iShares Silver TrustSLV805$51,8580.02%
282iShares Govt/Credit Bond464288596495$51,8270.02%
283Prudential Financial IncPUKPF455$51,3600.02%
284Analog Divices IncADI188$50,9860.02%
285Janus Capital Management LLC Henderson Aaa Clo Etf47103U845979$49,5180.02%
286Parker Hannifin CorpPH56$49,2220.02%
287Pfizer Inc ComPFE1,955$48,6800.02%
288American Movil NPV ADRAMXOF2,350$48,5750.02%
289Unilever Plc ADRUNLYF732$47,8730.02%
290Motorola Solutions Inc Com NewMSI123$47,1480.02%
291Danaher Corp Del Com235851102205$46,9290.01%
292Hartford Group IncHIG-PG340$46,8520.01%
293Welltower IncWELL250$46,4030.01%
294Union Pac Corp ComUNP200$46,2640.01%
295EQT CorpEQT862$46,2030.01%
296iShares Tr U.S. Med Dvc ETF464288810730$45,3700.01%
297AFLAC IncAFL400$44,1080.01%
298Goldman Sachs Group IncGSCE50$43,9500.01%
299Chubb Limited ComCB139$43,3850.01%
300Morgan Stanley Dean WitterMS-PQ243$43,1400.01%
301IDEXX Labs Inc Com45168D10462$41,9450.01%
302iShares Tr Core MSCI Eafe ETF46432F842460$41,1520.01%
303Oracle Corp ComORCL-PD210$40,9310.01%
304DFA US Small Cap ETF25434V500585$40,7570.01%
305Colgate Palmolive Co ComCL505$39,9050.01%
306Carrier Global CorpCARR750$39,6300.01%
307Illinois Tool WKS Inc452308109160$39,4080.01%
308Alerian Mlp Alps Etf00162Q452834$39,2150.01%
309MSCI IncMSCI68$39,0140.01%
310Intuit IncINTU58$38,4200.01%
311Invesco Water RES ETF TrustIVZ540$38,0210.01%
312Norfolk Southern Corp Com655844108130$37,5340.01%
313Dominion New RES Inc VA NewD640$37,4980.01%
314Rockwell Intl Corp New AutomationROK96$37,3510.01%
315SPDR Nuveen Barclays Sht Trm78468R739775$37,1920.01%
316Invesco Preferred ETFIVZ3,288$36,9570.01%
317Capital One14040H105152$36,8390.01%
318Arista Networks Inc Ordinary SharesANET280$36,6880.01%
319Flexshares Tr Hig Yld Vl ETFFLEX895$36,4580.01%
320Kimberly Clark Corp ComKMB361$36,4210.01%
321Key Corp4932671081,750$36,1200.01%
322Amgen Inc ComAMGN110$36,0040.01%
323Nnn REIT Inc ComNNN900$35,6670.01%
324Pinnacle West Cap Corp ComPNW400$35,4800.01%
325UnitedHealth Group Inc ComUNH107$35,3220.01%
326Autonation Inc ComAN170$35,1020.01%
327Vanguard Index FDS Small CP ETF922908751135$34,8230.01%
328iShares MSCI Eafe ETF464287465358$34,3790.01%
329Marsh & McLennan Companies, Inc.571748102185$34,3210.01%
330United Parcel Services BUPS345$34,2210.01%
331Invesco S&P 500 Garp ETFIVZ300$34,1580.01%
332Digital Rlty Tr Inc253868103220$34,0360.01%
333DuPont DE Nemours IncDD843$33,8890.01%
334Vanguard High Dividend Yield ETF921946406230$33,0100.01%
335Ge Vernova Inc Corp ComGEV50$32,6790.01%
336Molson Coors Beverage CO Compa CLASS B CORP COMMONTAP-A700$32,6760.01%
337Annaly Cap Mgmt Inc ComNLY-PJ1,440$32,1980.01%
338KKR & Co Inc ComKKRT250$31,8700.01%
339Materials Sector SPDR81369Y100700$31,7450.01%
340Intuituve Surgical IncISRG55$31,1500.01%
341Select Sector SPDR Tr SBI Healthcare81369Y209200$30,9600.01%
342Cummins IncCMI60$30,6270.01%
343Alliance Resource Partners, Lp UnitARLP1,300$30,1990.01%
344Nextera Energy IncNEE-PW375$30,1050.01%
345Firstenergy Corp ComFE664$29,7270.01%
346Intel Corp ComINTC800$29,5200.01%
347Duke Energy Corp NewDUKB250$29,3030.01%
348Honeywell Intl Inc Com438516106150$29,2640.01%
3493M Co ComMMM180$28,8180.01%
350Halliburton Co ComHAL1,000$28,2600.01%
351GE Healthcare Technologies IncGEHC341$27,9690.01%
352Mid-America Apartment Communities Inc.59522J103200$27,7820.01%
353Polaris Inds Inc ComPII425$26,8810.01%
354W P Carey Inc92936U109415$26,7090.01%
355US BancorpUSB-PS500$26,6800.01%
356Sysco CorpSYY350$25,7920.01%
357Vanguard Index FDS McAp Vl Idxvip922908512145$25,7190.01%
358CVS/Caremark CorpCVS320$25,3950.01%
359Snowflake Inc Ordinary Shares - Class ASNOW115$25,2260.01%
360Select Sector SPDR Tr SBI Healthcare81369Y209162$25,0780.01%
361Consumer Discretionary Sector SPDR81369Y407210$25,0760.01%
362Lockheed Martin CorpLMT50$24,1840.01%
363Novartis AG ADRNVSEF175$24,1270.01%
364Nuveen ESG Small-Cap ETFNU540$24,1110.01%
365Otis Worldwide Corp ComOTIS275$24,0210.01%
366SPDR Gold Trust ETFGLD60$23,7790.01%
367Alliance Resource Partners, Lp UnitARLP1,000$23,2300.01%
368Smurfit Westrock Plc Ordinary SharesSW600$23,2020.01%
369Veralto CorpVLTO227$22,6500.01%
370Nexstar Media GropNXST110$22,3360.01%
371Firstenergy Corp ComFE498$22,2960.01%
372Goldman Sachs Activebeta US Large Cap Equity Etf Actvbeta LrgNVGLF167$22,1060.01%
373Dht Holdings Inc Ordinary SharesDHT1,800$21,9780.01%
374Xylem IncXYL160$21,7890.01%
375Phillips 66PSX165$21,2920.01%
376SPDR Ser Tr S&P Divid ETF78464A763150$20,8740.01%
377BP Amoco P L C Sponsored ADRBPPFF600$20,8380.01%
378Adobe Sys IncADBE59$20,6490.01%
379Vaneck Vec High Yld Mun ETF92189H409400$20,4480.01%
380Brinks Co ComBCO175$20,4280.01%
3813M Co ComMMM125$20,0130.01%
382Colgate Palmolive Co ComCL250$19,7550.01%
383Shell PLC Spon ADSRYDAF265$19,4720.01%
384American Elec Pwr Inc Com025537101168$19,3720.01%
385Avery Dennison CorpAVY106$19,2790.01%
386Invesco Natl AMT-Free Mun Bd ETFIVZ825$19,1320.01%
387YUM Brands IncYUM125$18,9100.01%
388Disney Walt Co Com Disney254687106165$18,7720.01%
389Simon Property Group Inc828806109100$18,5110.01%
390WEC Energy Group IncWEC175$18,4560.01%
391Invesco S&P 500 Equal WeightIVZ95$18,1980.01%
392Vanguard Index FDS McAp GR Idxvip92290853865$18,1440.01%
393Price T Rowe Group IncTROW175$17,9170.01%
394Genuine Parts CoGPC145$17,8290.01%
395Tractor SupplyTSCO350$17,5040.01%
396Schwab Strategic Trust Fundamental U.S. Large Company Etf808524771637$17,3330.01%
397Broadcom Inc NvpAVGO50$17,3050.01%
398iShares S&P Small Cap 600 Value ETF464287879150$17,0580.01%
399SPDR S&P 500 IndexSPY25$17,0480.01%
400Vanguard Utilities Index Fund ETF92204A87690$16,6540.01%
401Square Inc.BSQKZ250$16,2730.01%
402Mainstreet Bancshares Inc ComMNSBP790$16,0840.01%
403Industrial Sector SPDR81369Y704100$15,5120.00%
404CF Industries Holdings Inc125269100200$15,4680.00%
405iShares Dow Jones US Healthcare464287762235$15,2990.00%
406Mondelez International Inc609207105275$14,8030.00%
407Unilever Plc ADRUNLYF222$14,5190.00%
408FactSet Research Sys Inc30307510550$14,5100.00%
409IShares Bitcoin TrustIBIT290$14,3990.00%
410Warner Bros Discovery Inc Com Ser AWBD493$14,2080.00%
411Agilent Technologies Inc. Ordinary SharesA100$13,6070.00%
412Sirius Xm Holdings Inc.829933100678$13,5570.00%
413Invesco Taxable Municipal Bond ETFIVZ490$13,3280.00%
414Allstate Corp ComALL-PJ62$12,9050.00%
415Brookfield Corp11271J107270$12,3900.00%
416Taiwan Semiconductor ADR87403910040$12,1560.00%
417Manulife Financial Corp56501R106327$11,8640.00%
418iShares Core S&P Small Cap ETF46428780495$11,4170.00%
419Robinhood Markets Inc Ordinary Shares - Class A770700102100$11,3100.00%
420Church & Dwight Co Inc ComCHD130$10,9010.00%
421Blackrock Institutional Trust Company N.A. Ishares Expanded Tech Sector Etf46428754983$10,7200.00%
422Vanguard Small-Cap Value ETF92290861150$10,5900.00%
423Ishares Semiconductor Etf46428752335$10,5400.00%
424Take-Two Interactive SoftwarcomTTWO40$10,2410.00%
425Keysight Technologies IncKEYS50$10,1600.00%
426United Bankshares Inc West VcomUNTCW252$9,6770.00%
427Atlantic Union Bankshares Corp Ordinary Shares04911A107270$9,5310.00%
428Choice Hotels Intl Inc169905106100$9,5260.00%
429Wendy's Company95058W1001,133$9,4380.00%
430Harley Davidson Inc ComHOG460$9,4250.00%
431Schwab Charles Corp NewSCHW-PJ93$9,2920.00%
432American Express Co ComAXP25$9,2490.00%
433Coca-Cola European Partners PLCCCEP100$9,2140.00%
434PGIM Ultra-Short Bond ETF69344A107185$9,1740.00%
435Ulta Salon Cosmetics & FragranceULTA15$9,0750.00%
436Coinbase Global IncCOIN40$9,0460.00%
437Emerson Elec Co ComEMR67$8,8920.00%
438Heico Corp. NewHEI-A35$8,8350.00%
439Prudential Financial IncPUKPF75$8,4660.00%
440Hilton Worldwide Holdings Inc Ordinary SharesHLT29$8,3300.00%
441Harley Davidson Inc ComHOG400$8,1960.00%
442General Motors Co37045V100100$8,1320.00%
443GE Healthcare Technologies IncGEHC99$8,1200.00%
444Fideltiy Total Bond ETF316188309175$8,0570.00%
445Nike Inc CL BNKE125$7,9640.00%
446Circle Internet Group Inc. Ordinary Shares - Class ACRCL100$7,9300.00%
447American Tower Corp New Com03027X10045$7,9010.00%
448Comcast Corp New CL ACCZ264$7,8910.00%
449Anthem Inc ComELV22$7,7120.00%
450Chesapeake Energy CorpEXE69$7,5780.00%
451Netflix Inc ComNFLX80$7,5010.00%
452United Parcel Services BUPS75$7,4390.00%
453Travelers Cos IncTRV25$7,2520.00%
454Cognex CorpCGNX200$7,1960.00%
455Vulcan Materials Co92916010924$6,8450.00%
456CME Group IncCME25$6,8270.00%
457Costar Group IncCSGP100$6,7240.00%
458Transdigm Group IncorporatedTDG5$6,6490.00%
459Square Inc.BSQKZ100$6,5090.00%
460Humana Inc ComHUM25$6,4030.00%
461Arch Capital Group LtdG0450A10566$6,3310.00%
462KKR & Co Inc ComKKRT49$6,2470.00%
463Equinix Inc ComEQIX8$6,1290.00%
464Mastercard IncMA10$5,7090.00%
465Chesapeake Energy CorpEXE51$5,6650.00%
466Oreilly Automotive, Inc. Ordinary Shares67103H10762$5,6550.00%
467Rivian Automotive Inc Com CL ARIVN285$5,6170.00%
468Fortive Corp ComFTV100$5,5210.00%
469Select SEC Real Estate81369Y860135$5,4470.00%
470Novo Nordisk A/SNONOF105$5,3420.00%
471Crispr Therapeutics AGCRSP100$5,2440.00%
472Sherwin Williams Co.SHW16$5,1850.00%
473Labcorp Holdings Inc. Ordinary SharesLH20$5,0180.00%
474Veralto CorpVLTO50$4,9890.00%
475Barclays 1-3 Year Treasury Bond46428745760$4,9690.00%
476Knight Swift Transportation Holdings Inc49904910493$4,8620.00%
477SPDR Dow Jones Industrial Average78467X10910$4,8060.00%
478Kyndryl Hldgs Inc Common StockKD180$4,7810.00%
479Chesapeake Utilities Corp16530310838$4,7410.00%
480Live Nation Entertainment IncomLYV31$4,4180.00%
481Quanta Services Inc74762E10210$4,2210.00%
482ConocoPhillipsCOP45$4,2130.00%
483EOG RES IncEOG40$4,2000.00%
484Interactive Brokers Group45841N10764$4,1160.00%
485McKesson Corp ComMCK5$4,1020.00%
486CoPart IncCPRT103$4,0330.00%
487First Tr Exch Traded FD III Pfd Secs Inc ETF33739E108220$4,0080.00%
488Duff & Phelps Utils Income Icom23325P104401$4,0060.00%
489Liberty All Star Eqty Shs Ben Int530158104627$3,9380.00%
490Ford Motor Co Del345370860300$3,9360.00%
491iShares Floating Rate Bond46429B65575$3,8150.00%
492Chipotle Mexican Grill IncCMG100$3,7000.00%
493The Progressive Corporation74331510316$3,6440.00%
494Biogen Inc ComBIIB20$3,5200.00%
495Genworth Finl Inc CL A37247D106365$3,2960.00%
496Alibaba Group Hldg LTD Sponsored ADSBBAAY22$3,2250.00%
497Shopify IncSHOP20$3,2190.00%
498Enterprise Partners LP293792107100$3,2060.00%
499Flexshares Stoxx US ESG Impact IndexFLEX20$3,1650.00%
500Martin Marietta Materials, Inc. Ordinary Shares5732841065$3,1130.00%