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 HOLDINGS REPORT

Oakworth Capital, Inc.

Quarter ended Q1 2024 · Filed April 22, 2024 · Accession 0001140361-24-020960

Total Value
$1.33B
Positions
856
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES RUSSELL 1000 VALUE (MKT)464287598739,820$132.5M10.00%
2ISHARES RUSSELL 1000 GROWTH464287614374,380$126.2M9.52%
3VANGUARD TOTAL BOND MARKET ETF9219378351,547,782$112.4M8.48%
4VANGUARD FTSE DEVELOPED MARKETS9219438581,892,423$94.9M7.16%
5ISHARES RUSSELL MID-CAP (MKT)4642874991,081,015$90.9M6.86%
6ISHARES CORE S&P SMALL-CAP (MKT)464287804591,749$65.4M4.94%
7VANGUARD SHORT-TERM CORP BD IDX92206C409624,622$48.3M3.64%
8JP MORGAN CHASE & COVYLD196,969$39.5M2.98%
9APPLE INCAAPL220,387$37.8M2.85%
10ISHARES S&P 100 (MKT)464287101152,106$37.6M2.84%
11JPMORGAN EQUITY46641Q332587,240$34.0M2.56%
12SPDR S&P OIL & GAS EXPLOR78468R556199,568$30.9M2.33%
13ALPHABET INCGOOG190,657$29.0M2.19%
14VANGUARD INTER-TRM TREAS INDEX92206C706490,862$28.7M2.17%
15SPDR GOLD SHARES (MKT)GLD137,169$28.2M2.13%
16WALMART INCWMT408,568$24.6M1.86%
17ISHARES US HEALTHCARE (MKT)464287762389,059$24.1M1.82%
18TECHNOLOGY SELECT SECTOR SPDRR81369Y803109,242$22.8M1.72%
19SPDR S&P 500 (MKT)SPY36,382$19.0M1.44%
20MICROSOFT CORPMSFT43,862$18.5M1.39%
21ENCORE WIRE CORPECR67,551$17.8M1.34%
22GENERAL DYNAMICS CORPGD56,063$15.8M1.20%
23SPDR S&P BIOTECH ETF (MKT)78464A870160,405$15.2M1.15%
24COMERICA INC200340107238,228$13.1M0.99%
25VALERO ENERGY CORP NEWVLO75,956$13.0M0.98%
26PROSHARES SHORT S&P 50074347B425966,081$11.5M0.86%
27NVIDIA CORPNVDA7,318$6.6M0.50%
28REGIONS FINANCIAL CORP NEWRF-PF215,987$4.5M0.34%
29COCA COLA COKO69,525$4.3M0.32%
30BERKSHIRE HATHAWAY INCBRK-A9,445$4.0M0.30%
31AMAZON COM INCAMZN21,215$3.8M0.29%
32GLOBE LIFE INCGL-PD31,785$3.7M0.28%
33SOUTHERN COSOMN47,120$3.4M0.26%
34JOHNSON & JOHNSONJNJ20,675$3.3M0.25%
35HOME DEPOT INCHD8,250$3.2M0.24%
36ISHARES CORE S&P 500 (MKT)4642872005,835$3.1M0.23%
37EXXON MOBIL CORPXOM26,243$3.1M0.23%
38ALPHABET INCGOOG19,965$3.0M0.23%
39CHEVRON CORP NEWCVX18,017$2.8M0.21%
40ELI LILLY & COLLY3,317$2.6M0.19%
41PROCTER & GAMBLE CO74271810915,830$2.6M0.19%
42VISA INCV8,593$2.4M0.18%
43ABBVIE INC SR NTABBV12,792$2.3M0.18%
44MERCK & CO INCMRK17,375$2.3M0.17%
45UNION PACIFIC CORPUNP8,516$2.1M0.16%
46STRYKER CORPSYK5,736$2.1M0.15%
47MID-AMER APT CMNTYS INC59522J10315,212$2.0M0.15%
48ISHARES CORE S&P MID-CAP (MKT)46428750731,935$1.9M0.15%
49HUNTINGTON INGALLS INDS INC4464131066,534$1.9M0.14%
50UNITEDHEALTH GROUP INCUNH3,620$1.8M0.14%
51ORACLE CORPORCL-PD13,906$1.7M0.13%
52ISHARES RUSSELL 1000 GROWTH4642876145,092$1.7M0.13%
53DIAMONDBACK ENERGY INCFANG8,660$1.7M0.13%
54PEPSICO INCPEP9,707$1.7M0.13%
55PFIZER INCPFE60,400$1.7M0.13%
56BROADCOM INC COMAVGO1,176$1.6M0.12%
57LOCKHEED MARTIN CORPLMT3,356$1.5M0.12%
58HF SINCLAIR CORPORATIONDINO24,529$1.5M0.11%
59MICROSOFT CORPMSFT3,397$1.4M0.11%
60MICRON TECHNOLOGY INCMU11,730$1.4M0.10%
61SERVISFIRST BANCSHARES INCSFBS20,430$1.4M0.10%
62MASTERCARD INCMA2,689$1.3M0.10%
63AUTOMATIC DATA PROCESSING INCADP5,097$1.3M0.10%
64CISCO SYSTEMS INCCSCO25,262$1.3M0.10%
65APPLE INCAAPL7,260$1.2M0.09%
66THERMO FISHER SCIENTIFIC INCTMO2,107$1.2M0.09%
67VANGUARD GROWTH ETF (MKT)9229087363,498$1.2M0.09%
68THE CIGNA GROUP1255231003,258$1.2M0.09%
69NEXTERA ENERGY INCNEE-PW18,159$1.2M0.09%
70TEXAS PACIFIC LAND CORPORATIONTPL1,920$1.1M0.08%
71LOWES COMPANIES INC5486611074,342$1.1M0.08%
72ZOETIS INCZTS6,513$1.1M0.08%
73COSTCO WHOLESALE CORP NEW22160K1051,498$1.1M0.08%
74VANGUARD MID-CAP VALUE ETF (MKT)9229085127,034$1.1M0.08%
75MCDONALDS CORPMCD3,856$1.1M0.08%
76MARATHON PETE CORPMARA5,388$1.1M0.08%
77ISHARES S&P 100 (MKT)4642871014,384$1.1M0.08%
78TJX COS INC NEW87254010910,636$1.1M0.08%
79VANGUARD TOTAL STOCK MARKET ETF9229087694,069$1.1M0.08%
80BANCO BILBAO VIZCAYA ARGENTABBVXF86,690$1.0M0.08%
81INTEL CORPINTC23,023$1.0M0.08%
82ISHARES RUSSELL 1000 VALUE (MKT)4642875985,621$1.0M0.08%
83GLOBAL PAYMENTS INC37940X1027,504$1.0M0.08%
84LAM RESEARCH CORPLRCX1,029$999,7460.08%
85DISNEY WALT CO2546871067,456$912,3140.07%
86ISHARES CORE S&P TOTAL US STOCK4642871507,748$893,3450.07%
87ABBOTT LABORATORIESABLZF7,612$865,1810.07%
88U S CORE EQUITY 225434V70826,845$857,6980.06%
89CATERPILLAR INCCAT2,135$782,3280.06%
90INVESCO QQQ TRIVZ1,761$781,9030.06%
91VULCAN MATERIALS CO9291601092,755$751,8980.06%
92ISHARES S&P 500 GROWTH (MKT)4642873098,794$742,5650.06%
93ISHARES S&P MIDCAP 400 GROWTH4642876068,041$733,7420.06%
94AMERICAN EXPRESS COAXP3,172$722,2340.05%
95GLOBAL X S&P 500 CATHOLIC37954Y88910,922$695,0760.05%
96DUKE ENERGY CORPDUKB7,142$690,7070.05%
97EATON CORP PLCETN2,203$688,8330.05%
98DOLLAR GENERAL CORP2566771054,401$686,8200.05%
99JP MORGAN CHASE & COVYLD3,404$681,8250.05%
100HONEYWELL INTERNATIONAL INC4385161063,278$672,8130.05%
101ACADEMY SPORTS & OUTDOORS INCASO9,726$656,8940.05%
102ILLINOIS TOOL WORKS INC4523081092,402$644,5300.05%
103UNION PACIFIC CORPUNP2,610$641,8770.05%
104VANGUARD LARGE CAP ETF (MKT)9229086372,674$641,1180.05%
105ASTRAZENECA PLCAZN9,399$636,7830.05%
106BERKSHIRE HATHAWAY INCBRK-A1$634,4400.05%
107ISHARES CORE U.S. TREASURY46429B26726,729$608,6200.05%
108CSX CORPCSX16,266$602,9810.05%
109DEERE & CODE1,461$600,0910.05%
110ST JOE COJOE10,335$599,1200.05%
111HERSHEY COHSY3,076$598,2820.05%
112PHILIP MORRIS INTERNATIONAL INC7181721096,493$594,8880.04%
113GENUINE PARTS COGPC3,759$582,3810.04%
114MP MATERIALS CORPMP40,561$580,0240.04%
115WASTE MANAGEMENT INC94106L1092,702$575,9310.04%
116UNITED PARCEL SERVICEUPS3,815$567,0270.04%
117ISHARES CORE TOTAL US BOND4642872265,532$541,8050.04%
118FTI CONSULTING INCFCN2,542$534,5580.04%
119QUALCOMM INCQCOM3,156$534,3110.04%
120ANALOG DEVICES INCADI2,689$531,8570.04%
121RTX CORPORATIONRTX5,351$521,8830.04%
122ARCADIUM LITHIUM PLCG0508H110120,411$518,9720.04%
123ISHARES RUSSELL MID-CAP (MKT)4642874996,028$506,8960.04%
124NORFOLK SOUTHERN CORP6558441081,922$489,8610.04%
125SPDR S&P 500 (MKT)SPY930$486,4550.04%
126MORGAN STANLEYMS-PQ5,144$484,3580.04%
127VANGUARD MID-CAP ETF (MKT)9229086291,925$480,9800.04%
128BANK OF AMERICA CORP06050510412,336$467,7810.04%
129ALPHABET INCGOOG2,971$452,3650.03%
130COTERRA ENERGY INCCTRA16,026$446,8030.03%
131CVS HEALTH CORPORATIONCVS5,580$445,0640.03%
132STEEL DYNAMICS INCSTLD3,000$444,6900.03%
133WELLS FARGO & CO9497461017,661$444,0310.03%
134INVESCO S&P 500 PURE VAL ETFIVZ4,997$441,9350.03%
135ENPRO INCNPO2,601$438,9710.03%
136VANGUARD TOTAL BOND MARKET ETF9219378355,896$428,2270.03%
137BLACKROCK INCBLK504$420,1870.03%
138ISHARES NASDAQ BIOTECHNOLOGY4642875563,000$411,6600.03%
139GENERAL MILLS INC3703341045,864$410,3030.03%
140TESLA INCTSLA2,310$406,0740.03%
141EMERSON ELECTRIC COEMR3,574$405,3640.03%
142VANGUARD VALUE INDEX9229087442,489$405,3570.03%
143LOWES COMPANIES INC5486611071,572$400,4360.03%
144COCA COLA COKO6,544$400,3620.03%
145VANGUARD SHORT-TERM TREASURY92206C1026,640$385,5860.03%
146ALTRIA GROUP INCMO8,775$382,7670.03%
147AMGEN INCAMGN1,344$382,1260.03%
148MERCK & CO INCMRK2,857$376,9820.03%
149NOVARTIS AGNVSEF3,802$367,7680.03%
150ADOBE SYSTEMS INCADBE723$364,8250.03%
151VULCAN MATERIALS CO9291601091,333$363,8020.03%
1523M COMMM3,372$357,6680.03%
153INVESCO S&P500 EQUAL WEIGHTIVZ10,000$351,9000.03%
154THERMO FISHER SCIENTIFIC INCTMO597$346,9820.03%
155FIRST TRUST DORSEY33738R6056,000$343,3800.03%
156HUMANA INCHUM987$342,2120.03%
157SYSCO CORPSYY4,176$339,0080.03%
158BECTON DICKINSON & COBDX1,369$338,7600.03%
159EDWARDS LIFESCIENCES CORPEW3,500$334,4600.03%
160TARGET CORPTGT1,875$332,2690.03%
161GALLAGHER ARTHUR J & CO3635761091,278$319,5530.02%
162WALMART INCWMT5,283$317,8770.02%
163BAXTER INTERNATIONAL INC0718131097,401$316,3180.02%
164GILEAD SCIENCES INCGILD4,306$315,4150.02%
165HARMONY BIOSCIENCES HLDGS INCHRMY9,357$314,2080.02%
166VANGUARD MID-CAP GROWTH ETF9229085381,325$312,4220.02%
167AIR PRODUCTS & CHEMICALS INCAIIR1,255$304,0500.02%
168APPLIED MATERIALS INC0382221051,473$303,7770.02%
169BRISTOL-MYERS SQUIBB COCELG-RI5,595$303,4180.02%
170THE TRAVELERS COMPANIES INCTRV1,281$294,8100.02%
171KIMBERLY CLARK CORPKMB2,276$294,4010.02%
172INTUITINTU443$287,9500.02%
173HOME DEPOT INCHD746$286,1650.02%
174VERIZON COMMUNICATIONS INCVZ6,787$284,7850.02%
175HP INCHPQ9,286$280,6230.02%
176VANGUARD SMALL CAP ETF (MKT)9229087511,213$277,2790.02%
177VANGUARD SHORT-TERM CORP BD IDX92206C4093,546$274,1420.02%
178INTERNATIONAL BUSINESS MACHSINTR1,425$272,1170.02%
179U S TARGET VALUE ETF25434V6094,999$272,0960.02%
180REGIONS FINANCIAL CORP NEWRF-PF12,741$268,0710.02%
181STARBUCKS CORPSBUX2,902$265,2150.02%
182ISHARES MSCI EAFE GROWTH (MKT)4642888852,546$264,2490.02%
183TECHNOLOGY SELECT SECTOR SPDRR81369Y8031,263$263,0460.02%
184DIMENSIONAL US MARKETWIDE25434V7246,412$262,2510.02%
185ISHARES ESG U.S AGRGT BOND46435U5495,477$257,7480.02%
186UNITED THERAPEUTICS CORPUTHR1,111$255,2210.02%
187BANK OF AMERICA CORP0605051046,697$253,9500.02%
188ISHARES RUSSELL MID-CAP GROWTH4642874812,224$253,8480.02%
189ACCENTURE PLCACN727$251,9850.02%
190INTUITINTU387$251,5500.02%
191COLGATE PALMOLIVE COCL2,759$248,4480.02%
192TEXAS INSTRUMENTS INC8825081041,392$242,4990.02%
193VANGUARD EMERGING MARKETS STOCK9220428585,715$238,7160.02%
194CISCO SYSTEMS INCCSCO4,715$235,3260.02%
195SOUTHERN COSOMN3,278$235,1640.02%
196PROCTER & GAMBLE CO7427181091,448$234,9380.02%
197INTEL CORPINTC5,296$233,9250.02%
198BOEING COBA-PA1,211$233,7110.02%
199VANGUARD MEGA CAP INDEX9219108731,247$233,0270.02%
200BLACKSTONE GROUP INCBX1,770$232,5250.02%
201FREEPORT-MCMORAN INCFCX4,945$232,5150.02%
202BERKSHIRE HATHAWAY INCBRK-A552$232,1270.02%
203NEXTERA ENERGY INCNEE-PW3,606$230,4600.02%
204MGIC INVESTMENT CORP WI55284810310,000$223,6000.02%
205SPDR PORTFOLIO SHORT78464A4747,441$221,5160.02%
206ISHARES SELECT DIVIDEND (MKT)4642871681,795$221,1080.02%
207COMCAST CORPCCZ5,041$218,5290.02%
208PFIZER INCPFE7,845$217,7010.02%
209PACER TRENDPOLOT US LG69374H1054,560$217,6030.02%
210DARDEN RESTAURANTS INCDRI1,301$217,4620.02%
211BLACKROCK INCBLK258$215,0950.02%
212CHURCHILL DOWNS INCCHDN1,733$214,4590.02%
213SOUTHWESTERN ENERGY CO84546710928,090$212,9220.02%
214ISHARES US HEALTHCARE (MKT)4642877623,421$211,7630.02%
215PAYCHEX INCPAYX1,720$211,2160.02%
216ADVANCED MICRO DEVICES INCAMD1,170$211,1720.02%
217CANADIAN NATIONAL RAILWAY CO1363751021,600$210,7360.02%
218ECOLAB INCECL909$209,8890.02%
219ABBVIE INC SR NTABBV1,147$208,8690.02%
220EXXON MOBIL CORPXOM1,760$204,5820.02%
221GALLAGHER ARTHUR J & CO363576109815$203,7830.02%
222MARATHON PETE CORPMARA994$200,2910.02%
223VANGUARD FTSE DEVELOPED MARKETS9219438583,890$195,1610.01%
224ISHARES CORE DIVIDEND46434V6213,355$194,7910.01%
225ISHARES RUSSELL 2000 (MKT)464287655916$192,6370.01%
226U S SM CAP ETF25434V5003,071$191,4460.01%
227BP PLCBPPFF4,970$187,2700.01%
228VANGUARD DIVIDEND APPREC IDX ETF9219088441,021$186,4450.01%
229WASTE MANAGEMENT INC94106L109860$183,3090.01%
230VANGUARD LARGE CAP ETF (MKT)922908637761$182,4570.01%
231ISHARES RUSSELL 2000 GROWTH464287648662$179,2690.01%
232FIRST TRUST33739P1032,900$178,8140.01%
233CHUBB LIMITEDCB679$175,9500.01%
234CONSUMER DISCRET SELECT SECTOR81369Y407952$175,0620.01%
235JOHNSON & JOHNSONJNJ1,105$174,8010.01%
236ASSURED GUARANTY LTDAGO2,000$174,5000.01%
237EXELIXIS INC COMEXEL7,345$174,2970.01%
238ENERGY SELECT SECTOR SPDR FUND81369Y5061,820$171,8260.01%
239MEDTRONIC PLCMDT1,924$167,6760.01%
240BORGWARNER INCBWA4,801$166,7870.01%
241AUTODESK INCADSK640$166,6680.01%
242MATERIALS SELECT SECTOR SPDR81369Y1001,753$162,8370.01%
243CITIGROUP INCC-PR2,545$160,9460.01%
244AMERICAN EXPRESS COAXP700$159,3830.01%
245AT&T INCT-PC9,017$158,7000.01%
246AFLAC INCAFL1,829$157,0390.01%
247SPDR DOW JONES INDUSTRIAL78467X109390$155,1260.01%
248APPLIED MATERIALS INC038222105750$154,6730.01%
249VANGUARD INTER-TRM TREAS INDEX92206C7062,608$152,6980.01%
250DISCOVER FINANCIAL SERVICES2547091081,150$150,7540.01%
251IVESCO FTSE RAFI USIVZ3,834$150,5990.01%
252GOLDMAN SACHS GROUP INCGSCE357$149,1150.01%
253LAM RESEARCH CORPLRCX152$147,6790.01%
254BOEING COBA-PA763$147,2510.01%
255COINBASE GLOBAL INCCOIN552$146,3460.01%
256UNITED COMMUNITY BANKS INCUNTCW5,544$145,9180.01%
257INVESCO EXCHANGE TRADED FD TRIVZ840$142,2710.01%
258BIOGEN INCBIIB659$142,1000.01%
259GLOBE LIFE INCGL-PD1,207$140,4590.01%
260GABELLI DIVIDEND & INCOME TRUST36242H1046,067$139,4200.01%
261AMERICAN CENTURY US QUALITY0250723071,635$138,8770.01%
262VANGUARD REAL ESTATE ETF9229085531,594$137,8500.01%
263ISHARES PHLX SOX SEMICONDUCTOR464287523600$135,5520.01%
264AUTODESK INCADSK519$135,1580.01%
265NUCOR CORPNUE680$134,5720.01%
266PROGRESSIVE CORP OH743315103643$132,9850.01%
267MONDELEZ INTL INC6092071051,885$131,9500.01%
268CONOCOPHILLIPSCOP1,034$131,6070.01%
269HEWLETT PACKARD ENTERPRISE COHPE-PC7,411$131,3970.01%
270CANADIAN PACIFIC KANSAS CITYCP1,462$128,9040.01%
271PRUDENTIAL FINANCIAL INCPUKPF1,097$128,7890.01%
272REPUBLIC SERVICES INC760759100654$125,2010.01%
273PROASSURANCE CORPPRA9,716$124,9480.01%
274BOSTON SCIENTIFIC CORPBSX1,823$124,8570.01%
275INVESCO FTSE RAFI US 1000 ETFIVZ3,212$123,5660.01%
276META PLATFORMS INCMETA254$123,3380.01%
277EATON CORP PLCETN381$119,1300.01%
278ORACLE CORPORCL-PD941$118,1990.01%
279ISHARES SELECT DIVIDEND (MKT)464287168958$118,0060.01%
280CONSOLIDATED EDISON INCED1,288$116,9630.01%
281FIRSTENERGY CORPFE3,027$116,9030.01%
282INGREDION INCINGR1,000$116,8500.01%
283PEPSICO INCPEP662$115,8570.01%
284ALLSTATE CORPALL-PJ660$114,1860.01%
285CURTISS WRIGHT CORPCW440$112,6140.01%
286REPUBLIC SERVICES INC760759100576$110,2690.01%
287ISHARES RUSSELL 2000 VALUE (MKT)464287630670$106,4020.01%
288FEDEX CORPFDX365$105,7550.01%
289META PLATFORMS INCMETA217$105,3710.01%
290CANADIAN NATIONAL RAILWAY CO136375102800$105,3680.01%
291ILLINOIS TOOL WORKS INC452308109390$104,6480.01%
292BRISTOL-MYERS SQUIBB COCELG-RI1,927$104,5010.01%
293WESTROCK COWEST2,087$103,2030.01%
294RH COMRH295$102,7370.01%
295VANGUARD S&P 500 ETF922908363212$101,9090.01%
296AGILENT TECHNOLOGIES INCA700$101,8570.01%
297PHILLIPS 66PSX621$101,4340.01%
298BOSTON BEER INC CL ASAM333$101,3720.01%
299SPDR PORTFOLIO SMALL CAP ETF78468R8532,354$101,3160.01%
300NORTHROP GRUMMAN CORPNOC208$99,5610.01%
301SCHWAB U.S. MID CAP ETF8085245081,211$98,6120.01%
302TRUIST FINL CORP89832Q1092,521$98,2700.01%
303DISNEY WALT CO254687106796$97,3990.01%
304U S EQUITY ETF25434V4011,705$97,1510.01%
305CARRIER GLOBAL CORPORATIONCARR1,656$96,2640.01%
306ISHARES MSCI EAFE VALUE (MKT)4642888771,744$94,8730.01%
307BAUSCH HEALTH COS INC COM0717341078,852$93,9200.01%
308ENTERPRISE PRODUCTS PARTNERS L P2937921073,200$93,3760.01%
309YUM! BRANDS INCYUM672$93,1730.01%
310IQVIA HLDGS INCIQV365$92,3050.01%
311STARBUCKS CORPSBUX1,000$91,3900.01%
312PACER FDS TR US CASH COWS 10069374H8811,568$91,1160.01%
313ISHARES RUSSELL MID-CAP VALUE464287473723$90,6130.01%
314CMS ENERGY CORPCMS-PC1,495$90,2080.01%
315MICROCHIP TECHNOLOGY INCMCHPP1,000$89,7100.01%
316SYNOVUS FINANCIAL CORP87161C5012,231$89,3730.01%
317DANAHER CORP235851102352$87,9000.01%
318LINDE PLCLIN189$87,7570.01%
319BOSTON SCIENTIFIC CORPBSX1,261$86,3660.01%
320COSTCO WHOLESALE CORP NEW22160K105117$85,7180.01%
321V F CORPVFC5,498$84,3390.01%
322METLIFE INCMET-PF1,131$83,8190.01%
323L3HARRIS TECHNOLOGIES INC COMLHX391$83,3220.01%
324ELI LILLY & COLLY107$83,2420.01%
325ADVANCED MICRO DEVICES INCAMD460$83,0250.01%
326CLOROX COCLX537$82,2190.01%
327NIKE INCNKE874$82,1390.01%
328RTX CORPORATIONRTX841$82,0220.01%
329MOTOROLA SOLUTIONS INCMSI230$81,6460.01%
330ISHARES CORE MSCI EAFE46432F8421,092$81,0480.01%
331ISHARES MSCI USA MINIMUM46429B697969$80,9890.01%
332PRUDENTIAL FINANCIAL INCPUKPF687$80,6540.01%
333DUKE ENERGY CORPDUKB806$77,9480.01%
334ASURE SOFTWARE INCASUR10,000$77,8000.01%
335AUTOMATIC DATA PROCESSING INCADP310$77,4200.01%
336CONSUMER STAPLES SELECT SECTOR81369Y308993$75,8250.01%
337SHERWIN WILLIAMS COSHW216$75,0230.01%
338ENTERGY CORP NEWENO705$74,5050.01%
339BANK NEW YORK MELLON CORP0640581001,292$74,4450.01%
340AGILENT TECHNOLOGIES INCA507$73,7730.01%
341ADOBE SYSTEMS INCADBE144$72,6610.01%
342AON PLC SHS CL AAON215$71,7490.01%
343HONEYWELL INTERNATIONAL INC438516106346$71,0170.01%
344DOVER CORPDOV400$70,8760.01%
345AXOS FINL INCAX1,305$70,5220.01%
346FTI CONSULTING INCFCN334$70,2370.01%
347SOUTHWEST AIRLINES CO8447411082,361$68,9180.01%
348SPDR GOLD SHARES (MKT)GLD335$68,9160.01%
349EMERSON ELECTRIC COEMR605$68,6190.01%
350WELLS FARGO & CO9497461011,182$68,5090.01%
351ENBRIDGE INCENNPF1,887$68,2720.01%
352KIMBERLY CLARK CORPKMB526$68,0380.01%
353PPL CORPPPLC2,448$67,3930.01%
354LOCKHEED MARTIN CORPLMT146$66,4110.01%
355PALO ALTO NETWORKS INCPANW233$66,2020.00%
356SCHWAB CHARLES CORPSCHW-PJ900$65,1060.00%
357ISHARES ESG MSCI EM ETF46434G8632,004$64,5890.00%
358ISHARES S&P MID-CAP 400 VALUE464287705538$63,6400.00%
359FIRST TRUST VALUE33734H1061,500$63,3450.00%
360TRANE TECHNOLOGIES PLCTT211$63,3420.00%
361ISHARES S&P SMALL-CAP 600 VALUE464287879609$62,5820.00%
362HORMEL FOODS CORPHRL1,780$62,1040.00%
363PROSHARES S&P 500 ARISTOCRATS74348A467612$62,0630.00%
364INTERNATIONAL BUSINESS MACHSINTR325$62,0620.00%
365CONSUMER STAPLES SELECT SECTOR81369Y308802$61,2420.00%
366TEXAS INSTRUMENTS INC882508104350$60,9740.00%
367COMCAST CORPCCZ1,400$60,6900.00%
368WEC ENERGY GROUP INCWEC732$60,1120.00%
369VANGUARD MID-CAP ETF (MKT)922908629240$59,9660.00%
370US BANCORP DELUSB-PS1,334$59,6300.00%
371ISHARES US PREFERRED STOCK (MKT)4642886871,833$59,0780.00%
372PNC FINANCIAL SERVICES GROUP693475105365$58,9840.00%
373ROCKWELL AUTOMATION INCROK200$58,2660.00%
374DELTA AIR LINES INCDAL1,208$57,8270.00%
375T MOBILE US INC COMTMUSZ350$57,1270.00%
376ELEVANCE HEALTHELV110$57,0390.00%
377DTE ENERGY CODTK508$56,9680.00%
378MCDONALDS CORPMCD200$56,3900.00%
379CORNING INCGLW1,690$55,7020.00%
380CINTAS CORPCTAS80$54,9620.00%
381JOHNSON CTLS INTL PLC SHSG51502105829$54,1500.00%
382NIKE INCNKE575$54,0370.00%
383FASTENAL COFAST700$53,9980.00%
384SCHLUMBERGER LTDSLB980$53,7140.00%
385VERIZON COMMUNICATIONS INCVZ1,259$52,8280.00%
386PNC FINANCIAL SERVICES GROUP693475105325$52,5200.00%
387HIBBETT SPORTS INC428567101683$52,4610.00%
388CORPAY INCCPAY170$52,4520.00%
389DOMINOS PIZZA INCDPZ105$52,1720.00%
390ALLIANCEBERNSTEIN HOLDING L P01881G1061,500$52,1100.00%
391NETFLIX INCNFLX85$51,6230.00%
392ANALOG DEVICES INCADI258$51,0300.00%
393VIATRIS INCVTRS4,272$51,0100.00%
394BOSTON BEER INC CL ASAM167$50,8380.00%
395ALLIANT ENERGY CORPLNT997$50,2490.00%
396ISHARES MSCI EAFE (MKT)464287465624$49,8330.00%
397ISHARES SHORT-TERM464288646960$49,2290.00%
398GLOBAL X MLP & ENERGY37954Y2931,000$48,9900.00%
399DIAGEO PLCDGEAF329$48,9360.00%
400ISHARES RUSSELL 2000 (MKT)464287655230$48,3700.00%
401ISHARES GOLD TRUSTIAU1,134$47,6390.00%
402SPDR NUVEEN BARCLAYS SHORT78468R7391,004$47,6300.00%
403DOLLAR GENERAL CORP256677105303$47,2860.00%
404DOMINION ENERGY INCD950$46,7310.00%
405TJX COS INC NEW872540109460$46,6530.00%
406ALLIANT ENERGY CORPLNT920$46,3680.00%
407VANGUARD EXTENDED MARKET INDEX922908652263$46,0960.00%
408REPLIGEN CORPRGEN250$45,9800.00%
409KONTOOR BRANDS INCKTB761$45,8510.00%
410LYONDELLBASELL INDUSTRIES NV SHSLYB445$45,5150.00%
411LABORATORY CORP AMERICA HOLDINGS50540R409208$45,4400.00%
412AMERICAN ELECTRIC POWER INC025537101521$44,8590.00%
413STRYKER CORPSYK125$44,7340.00%
414CONOCOPHILLIPSCOP350$44,5480.00%
415EVERSOURCE ENERGYES729$43,5730.00%
416EXELIXIS INC COMEXEL1,830$43,4260.00%
417CHUBB LIMITEDCB166$43,0160.00%
418S&P GLOBAL INCSPGI101$42,9710.00%
419KINDER MORGAN INCEP-PC2,329$42,7140.00%
420DUPONT DE NEMOURS INCDD557$42,7040.00%
421MARKEL GROUP INC.MKL28$42,6010.00%
422ENBRIDGE INCENNPF1,170$42,3310.00%
423CONSTELLATION BRANDS INCSTZ155$42,1230.00%
424TOYOTA MOTOR CORPTOYOF167$42,0310.00%
425VISA INCV150$41,8620.00%
426D R HORTON INC23331A109250$41,1380.00%
427CDW CORPCDW160$40,9250.00%
428LYONDELLBASELL INDUSTRIES NV SHSLYB400$40,9120.00%
429SUN LIFE FINANCIAL SERVICES INCSUNFF748$40,8260.00%
430CHENIERE ENERGY INCLNG253$40,8040.00%
431ALCON INCALC489$40,7290.00%
432VANGUARD SHORT-TERM BOND ETF921937827531$40,7120.00%
433ABBOTT LABORATORIESABLZF356$40,4630.00%
434SPDR S&P DIVIDEND ETF (MKT)78464A763306$40,1590.00%
435ROYAL DUTCH SHELL PLCRYDAF596$39,9560.00%
436ZIMMER BIOMET HLDGS INCZBH300$39,5940.00%
437INVESCO DYNAMIC BIOTECH &IVZ611$39,5410.00%
438PIMCO ENHANCED SHORT MATURITY72201R833393$39,5120.00%
439AMERICAN TOWER CORP03027X100196$38,7270.00%
440BROWN-FORMAN CORPBF-B750$38,7150.00%
441AMERICAN WATER WORKS CO INC030420103315$38,4970.00%
442PHINIA INCPHIN996$38,2760.00%
443ISHARES GLOBAL HEALTHCARE (MKT)464287325400$37,2600.00%
444SEAGATE TECHNOLOGY HLDNGS PLCSE400$37,2200.00%
445INVESCO S&P 500 EQ WEIGHTSIVZ1,020$37,0570.00%
446MARATHON OIL CORPMARA1,283$36,3600.00%
447HIBBETT SPORTS INC428567101473$36,3310.00%
448DISTILLATE US FDMTL STBLTY &26922A321672$36,2280.00%
449MATADOR RES COMTDR539$35,9890.00%
450DARDEN RESTAURANTS INCDRI215$35,9370.00%
451ROYAL DUTCH SHELL PLCRYDAF533$35,7320.00%
452ONEOK INCOKE439$35,1950.00%
453FIRST TRUST NASDAQ33738R118500$34,8350.00%
454ISHARES MBS (MKT)464288588375$34,6580.00%
455SALESFORCECRM115$34,6360.00%
456JACOBS SOLUTIONS INCJ225$34,5890.00%
457O REILLY AUTOMOTIVE INC67103H10730$33,8670.00%
458WISDOMTREE U.S. MIDCAPWT554$33,8050.00%
459BROOKFIELD CORP11271J1071,073$33,8000.00%
460US BANCORP DELUSB-PS750$33,5250.00%
461ISHARES CORE S&P SMALL-CAP (MKT)464287804302$33,3770.00%
462SCHWAB STRATEGIC TR SHT808524862692$33,3620.00%
463UNILEVER PLCUNLYF664$33,3260.00%
464ELF BEAUTY INC COMELF170$33,3250.00%
465ALPHABET INCGOOG220$33,2050.00%
466GENERAL ELECTRIC CO369604301186$32,6500.00%
467PALANTIR TECHNOLOGIES INCPLTR1,400$32,2140.00%
468INTERCONTINENTALEXCHANGE GROUP45866F104234$32,1590.00%
469SOUTH ST CORPSSB378$32,1410.00%
470SCHWAB CHARLES CORPSCHW-PJ444$32,1190.00%
471TRANSDIGM GROUP INCTDG26$32,0220.00%
472L3HARRIS TECHNOLOGIES INC COMLHX150$31,9650.00%
473NORFOLK SOUTHERN CORP655844108125$31,8590.00%
474ISHARES S&P 500 VALUE (MKT)464287408168$31,3840.00%
475KENVUE INCKVUE1,453$31,1810.00%
476PARKER HANNIFIN CORPPH56$31,1240.00%
477HORMEL FOODS CORPHRL892$31,1220.00%
478PHILIP MORRIS INTERNATIONAL INC718172109339$31,0590.00%
479MATERIALS SELECT SECTOR SPDR81369Y100332$30,8390.00%
480ISHARES IBOXX $ INVST GRADE CRP464287242283$30,8250.00%
481ISHARES CORE GROWTH ALLOCATION464289867550$30,6190.00%
482RESTAURANT BRANDS INTL INC76131D103385$30,5880.00%
483TRANSMEDICS GROUP INCTMDX412$30,4630.00%
484LAUDER ESTEE COS INC518439104194$29,9050.00%
485OTIS WORLDWIDE CORP GLBLOTIS301$29,8800.00%
486UNITED PARCEL SERVICEUPS200$29,7260.00%
487ISHARES MORNINGSTAR MID-CAP464288307420$29,6860.00%
488SOUTHWEST AIRLINES CO8447411081,012$29,5400.00%
489CITIGROUP INCC-PR467$29,5330.00%
490HANCOCK JOHN TAX-ADV DIV INCM41013V1001,500$29,4900.00%
491CONSUMER DISCRET SELECT SECTOR81369Y407160$29,4230.00%
492TORONTO DOMINION BANK ONTARIOTORO486$29,3440.00%
493QUALCOMM INCQCOM170$28,7810.00%
494THE TRAVELERS COMPANIES INCTRV125$28,7680.00%
495PHILLIPS 66PSX175$28,5850.00%
496ROYAL CARIBBEAN CRUISES LTDV7780T103200$27,8020.00%
497PROSHARES ULTRASHORT DOW3074347G374900$27,6840.00%
498MOODYS CORPMCO70$27,5120.00%
499FASTENAL COFAST353$27,2300.00%
500AMDOCS LTDDOX300$27,1110.00%