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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

NBT BANK N A /NY

Quarter ended Q1 2024 · Filed April 24, 2024 · Accession 0001140361-24-021656

Total Value
$1.37B
Positions
1,064
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1Microsoft CorpMSFT122,503$51.5M3.89%
2FlexShares Mstar Glbl Upstrm NFLEX1,091,702$44.8M3.38%
3Microsoft CorpMSFT77,350$32.5M2.46%
4Apple IncAAPL185,715$31.8M2.40%
5Alphabet Inc Cl AGOOG182,094$27.5M2.07%
6Apple IncAAPL132,858$22.8M1.72%
7Ishares MSCI EAFE Growth ETF464288885207,411$21.5M1.62%
8Trane Technologies Plc ADRTT69,154$20.8M1.57%
9Amazon.Com IncAMZN104,804$18.9M1.43%
10Alphabet Inc Cl CGOOG107,184$16.3M1.23%
11JP Morgan Chase & COVYLD81,352$16.3M1.23%
12Procter & Gamble CO74271810987,498$14.2M1.07%
13JP Morgan Chase & COVYLD63,006$12.6M0.95%
14Berkshire Hathaway Inc-Cl BBRK-A29,771$12.5M0.94%
15Exxonmobil CorpXOM103,335$12.0M0.91%
16Ishares Core S&P US464287671101,424$11.9M0.90%
17SPDR S&P Dividend ETF78464A76388,537$11.6M0.88%
18Wal-Mart Stores Inc.WMT192,351$11.6M0.87%
19Procter & Gamble CO74271810970,337$11.4M0.86%
20Vanguard Value Etf92290874465,704$10.7M0.81%
21Lowes Cos Inc54866110741,031$10.5M0.79%
22Johnson & JohnsonJNJ65,497$10.4M0.78%
23Alphabet Inc Cl AGOOG67,506$10.2M0.77%
24Vanguard Total Stock Market92290876938,154$9.9M0.75%
25Deere & CODE24,095$9.9M0.75%
26McDonalds CorpMCD33,927$9.6M0.72%
27Pepsico IncPEP54,038$9.5M0.71%
28iShares TR 1-5 Yr Inv Gr Corp464288646179,274$9.2M0.69%
29Midcap SPDR Trust Series 1MDY16,400$9.1M0.69%
30Lowes Cos Inc54866110734,610$8.8M0.67%
31Costco Wholesale Corp22160K10511,762$8.6M0.65%
32Exxonmobil CorpXOM73,612$8.6M0.65%
33Danaher Corp23585110231,929$8.0M0.60%
34NBT Bancorp IncNBTB211,645$7.8M0.59%
35Chevron CorporationCVX47,223$7.4M0.56%
36Vanguard Short-Term Corp Bond92206C40995,887$7.4M0.56%
37Alphabet Inc Cl CGOOG48,355$7.4M0.56%
38Merck & CO IncMRK55,545$7.3M0.55%
39Ishares Core Msci Eafe ETF46432F84297,570$7.2M0.55%
40Schwab US Dividend Equity ETF80852479789,057$7.2M0.54%
41SPDR S&P 500 ETF TrustSPY13,645$7.1M0.54%
42Automatic Data Processing IncADP28,263$7.1M0.53%
43Johnson & JohnsonJNJ43,855$6.9M0.52%
44Chevron CorporationCVX42,887$6.8M0.51%
45Berkshire Hathaway Inc-Cl BBRK-A16,062$6.8M0.51%
46Caterpillar IncCAT18,171$6.7M0.50%
47McDonalds CorpMCD23,297$6.6M0.50%
48Abbott LabsABLZF57,446$6.5M0.49%
49Merck & CO IncMRK48,707$6.4M0.49%
50Abbott LabsABLZF55,291$6.3M0.47%
51Ingersoll Rand IncIR64,966$6.2M0.47%
52Amazon.Com IncAMZN33,660$6.1M0.46%
53Abbvie IncABBV33,113$6.0M0.46%
54Danaher Corp23585110223,989$6.0M0.45%
55Ishares Russell 2000 ETF46428765527,835$5.9M0.44%
56Pepsico IncPEP33,398$5.8M0.44%
57FlexShares STOXX Glbl Brd InfrFLEX104,567$5.7M0.43%
58Lilly Eli & COLLY7,325$5.7M0.43%
59Caterpillar IncCAT15,530$5.7M0.43%
60Unitedhealth Group IncUNH11,128$5.5M0.42%
61IShares 0-5 Yr TIPs ETF46429B74753,880$5.4M0.40%
62Deere & CODE12,783$5.3M0.40%
63Abbvie IncABBV28,823$5.2M0.40%
64Disney Walt CO New25468710641,670$5.1M0.38%
65iShares TR 1-5 Yr Inv Gr Corp46428864699,033$5.1M0.38%
66Costco Wholesale Corp22160K1056,924$5.1M0.38%
67Automatic Data Processing IncADP19,946$5.0M0.38%
68Cisco Systems IncCSCO99,138$4.9M0.37%
69Coca Cola COKO80,854$4.9M0.37%
70Thermo Fisher Scientific IncTMO8,141$4.7M0.36%
71Unitedhealth Group IncUNH9,557$4.7M0.36%
72Union Pac CorpUNP19,150$4.7M0.36%
73Union Pac CorpUNP18,973$4.7M0.35%
74Nvidia CorpNVDA5,157$4.7M0.35%
75Honeywell International Inc43851610622,618$4.6M0.35%
76Caterpillar IncCAT12,588$4.6M0.35%
77Intl. Business Machines CorpINTR24,067$4.6M0.35%
78Ishares Msci Eafe ETF46428746556,497$4.5M0.34%
79iShares Core US Aggregate Bond E46428722645,544$4.5M0.34%
80BANK MONTREAL QUE F06367110145,436$4.4M0.33%
81Oracle CorporationORCL-PD34,903$4.4M0.33%
82RTX CorporationRTX43,813$4.3M0.32%
83Cisco Systems IncCSCO85,499$4.3M0.32%
84Qualcomm IncQCOM24,183$4.1M0.31%
85Uber Technologies IncUBER52,791$4.1M0.31%
86Ishares MSCI EAFE Growth ETF46428888538,937$4.0M0.31%
87Home Depot IncHD10,530$4.0M0.30%
88Disney Walt CO New25468710632,839$4.0M0.30%
89RTX CorporationRTX40,965$4.0M0.30%
90iShares Core Growth ETF46428986771,700$4.0M0.30%
91iShares TIPS Bond ETF46428717636,650$3.9M0.30%
92Marsh & McLennan Companies Inc57174810219,027$3.9M0.30%
93Vanguard Small-Cap Value92290861120,183$3.9M0.29%
94iShares Core MSCI Total Int'l St46432F83456,358$3.8M0.29%
95Ishares New York Muni Bond ETF46428832369,635$3.7M0.28%
96Ishares S&P Smll Cap 60046428788728,223$3.7M0.28%
97Vaneck Faln Angl Hy Bnd92189F437124,746$3.6M0.27%
98Intl. Business Machines CorpINTR18,711$3.6M0.27%
99TJX Cos Inc87254010934,408$3.5M0.26%
100Lockheed Martin CorpLMT7,634$3.5M0.26%
101TJX Cos Inc87254010934,218$3.5M0.26%
102FlexShares Mstar Glbl Upstrm NFLEX82,635$3.4M0.26%
103Pfizer IncPFE120,532$3.3M0.25%
104Mondelez International Inc60920710546,926$3.3M0.25%
105Ishares Core Emerging Markets46434G10363,620$3.3M0.25%
106Berkshire Hathaway Inc Class ABRK-A5$3.2M0.24%
107Schwab International Equity ET80852480579,655$3.1M0.23%
108Sherwin Williams COSHW8,923$3.1M0.23%
109Coca Cola COKO50,211$3.1M0.23%
110Grainger W W Inc3848021042,964$3.0M0.23%
111Allegion PLCALLE22,193$3.0M0.23%
112Intel CorpINTC67,679$3.0M0.23%
113Visa Inc Cl AV10,680$3.0M0.22%
114Ishares Msci Emerging Mkt ETF46428723472,426$3.0M0.22%
115Ishares IBoxx High Yield Corpo46428851338,147$3.0M0.22%
116Technology Select Sect SPDR81369Y80313,977$2.9M0.22%
117Microchip Technology IncMCHPP32,206$2.9M0.22%
118Ishares Core S&P Mid-Cap ETF46428750747,560$2.9M0.22%
119Target CorpTGT16,162$2.9M0.22%
120CVS Health CorpCVS35,593$2.8M0.21%
121Wal Mart IncWMT47,088$2.8M0.21%
122Ishares 1-3 Year Treasury ETF46428745734,557$2.8M0.21%
123Nextera Energy IncNEE-PW42,521$2.7M0.21%
124Ishares Msci Eafe Small Cap ET46428827342,193$2.7M0.20%
125SPDR Portfolio Developed Wld e78463X88974,395$2.7M0.20%
126iShares Core S&P 5004642872005,068$2.7M0.20%
127Nike Inc-Class BNKE27,999$2.6M0.20%
128Ishares Nasdaq Biotech ETF46428755619,129$2.6M0.20%
129Marsh & McLennan Companies Inc57174810212,655$2.6M0.20%
130Vanguard InfoTechnology92204A7024,911$2.6M0.19%
131Mastercard Inc Cl AMA5,315$2.6M0.19%
132Bristol Myers Squibb COCELG-RI46,885$2.5M0.19%
133Bristol Myers Squibb COCELG-RI46,622$2.5M0.19%
134Linde PLCLIN5,437$2.5M0.19%
135Wal Mart IncWMT41,472$2.5M0.19%
136Home Depot IncHD6,482$2.5M0.19%
137Verizon CommunicationsVZ58,964$2.5M0.19%
138Salesforce IncCRM8,141$2.5M0.19%
139Mondelez International Inc60920710534,848$2.4M0.18%
140Vanguard S&P 500 ETF9229083635,072$2.4M0.18%
141Schwab US Small Cap ETF80852460749,368$2.4M0.18%
142T Rowe Price Group IncTROW19,751$2.4M0.18%
143NBT Bancorp IncNBTB65,645$2.4M0.18%
144Canadian National Railway Comp13637510218,278$2.4M0.18%
145Target CorpTGT13,145$2.3M0.18%
146American Express COAXP10,000$2.3M0.17%
147WisdomTree MidCap Dividend ETFWT46,634$2.3M0.17%
148Meta Platforms IncMETA4,607$2.2M0.17%
149Oracle CorporationORCL-PD17,795$2.2M0.17%
150American Express COAXP9,672$2.2M0.17%
151Dimensional U.S. Equity ETF25434V40138,480$2.2M0.17%
152Thermo Fisher Scientific IncTMO3,770$2.2M0.17%
153Philip Morris International71817210923,636$2.2M0.16%
154Vanguard Intermediate-Term Bon92193781928,420$2.1M0.16%
155Pfizer IncPFE76,414$2.1M0.16%
156Ishares Core S&P 500 ETF4642872003,982$2.1M0.16%
157Nike Inc-Class BNKE22,217$2.1M0.16%
158Ishares S&P Pref Stk ETF46428868763,809$2.1M0.16%
159United Parcel Service Cl BUPS13,563$2.0M0.15%
160Eaton Corp PLCETN6,434$2.0M0.15%
161Nextera Energy IncNEE-PW30,567$2.0M0.15%
162Qualcomm IncQCOM11,535$2.0M0.15%
163Visa Inc Cl AV6,675$1.9M0.14%
164Air Products & Chemicals IncAIIR7,634$1.8M0.14%
165IShares 0-5 Yr TIPs ETF46429B74718,205$1.8M0.14%
166Salesforce IncCRM5,932$1.8M0.13%
167Honeywell International Inc4385161068,630$1.8M0.13%
168Lilly Eli & COLLY2,274$1.8M0.13%
169Utilities Select Sector SPDR81369Y88626,938$1.8M0.13%
170Consumer Discretionary Selt81369Y4079,576$1.8M0.13%
171Linde PLCLIN3,781$1.8M0.13%
172Materials Select SPDR Fund81369Y10018,881$1.8M0.13%
173Ishares Msci Eafe ETF46428746521,561$1.7M0.13%
174First Trust DW Focus 533738R60529,950$1.7M0.13%
175Carrier Global CorporationCARR29,382$1.7M0.13%
176Raytheon Technologies CoRTX1,751$1.7M0.13%
177Verizon CommunicationsVZ40,607$1.7M0.13%
178GE Aerospace3696043019,690$1.7M0.13%
179S&P Global IncSPGI3,978$1.7M0.13%
180Eaton Corp PLCETN5,388$1.7M0.13%
181Apple Inc.AAPL9,774$1.7M0.13%
182Prudential Finl IncPUKPF14,272$1.7M0.13%
183Altria Group IncMO38,317$1.7M0.13%
184Vaneck Vectors Gold Miners ETF92189F10652,763$1.7M0.13%
185Meta Platforms IncMETA3,400$1.7M0.12%
186Broadcom IncAVGO1,238$1.6M0.12%
187Boeing COBA-PA8,468$1.6M0.12%
188Emerson Elec COEMR14,310$1.6M0.12%
189Blackrock Inc Cl ABLK1,945$1.6M0.12%
190General Dynamics CorpGD5,671$1.6M0.12%
191Ishares Total Usd Bond46434V61335,116$1.6M0.12%
192Chubb LtdCB6,122$1.6M0.12%
193Ishares Core Msci Eafe ETF46432F84221,211$1.6M0.12%
194Transdigm Group IncTDG1,275$1.6M0.12%
195Carrier Global CorporationCARR27,005$1.6M0.12%
196Goldman Sachs Group IncGSCE3,754$1.6M0.12%
197Palo Alto NetworksPANW5,459$1.6M0.12%
198IQVIA Holdings IncIQV6,069$1.5M0.12%
199Ishares Nasdaq Biotech ETF46428755611,044$1.5M0.11%
200T Rowe Price Group IncTROW12,409$1.5M0.11%
201Goldman Sachs Group IncGSCE3,566$1.5M0.11%
202Prudential Finl IncPUKPF12,447$1.5M0.11%
203Quanta Services Incorporated74762E1025,568$1.4M0.11%
204Wells Fargo & CO94974610124,811$1.4M0.11%
205Ecolab IncECL6,181$1.4M0.11%
206JPMorgan Municipal ETF46641Q64727,775$1.4M0.11%
207SPDR S&P Regional Banking ETF78464A69828,029$1.4M0.11%
208Nvidia CorpNVDA1,558$1.4M0.11%
209Ishares New York Muni Bond ETF46428832326,149$1.4M0.11%
210Schlumberger LtdSLB25,324$1.4M0.10%
211Vanguard Ftse Emerging Markets92204285833,100$1.4M0.10%
212Zoetis IncZTS8,169$1.4M0.10%
213Grainger W W Inc3848021041,357$1.4M0.10%
214Real Estate Select Sect SPDR81369Y86034,855$1.4M0.10%
215Health Care Select Sector SPDR81369Y2099,209$1.4M0.10%
216Aberdeen Std Physical Swiss Gold26922Y10563,540$1.3M0.10%
217SPDR S&P 500 ETF TrustSPY2,521$1.3M0.10%
218Aon PLC ADRAON3,920$1.3M0.10%
219US Bancorp NewUSB-PS29,148$1.3M0.10%
220Air Products & Chemicals IncAIIR5,351$1.3M0.10%
221Bank of America Corp06050510434,143$1.3M0.10%
222Autoliv IncALV10,746$1.3M0.10%
223Novartis Ag Spons ADRNVSEF13,295$1.3M0.10%
224Southern CompanySOMN17,879$1.3M0.10%
225SPDR Dow Jones Industrial Aver78467X1093,222$1.3M0.10%
226Fortive CorpFTV14,860$1.3M0.10%
227Boeing COBA-PA6,528$1.3M0.10%
228iShares Tr Intrm Gov Cr ETF46428861212,115$1.3M0.10%
229Brookfield Asset Mgmt Inc Cl A11300410529,297$1.2M0.09%
230Financial Select Sector SPDR81369Y60529,093$1.2M0.09%
231Novartis Ag Spons ADRNVSEF12,651$1.2M0.09%
232Mastercard Inc Cl AMA2,489$1.2M0.09%
233Industrial Select Sector SPDR81369Y7049,503$1.2M0.09%
234Ishares Iboxx High Yield46428851315,392$1.2M0.09%
235SPDR Portfolio Short Term Corp78464A47440,070$1.2M0.09%
236Colgate Palmolive COCL13,151$1.2M0.09%
237Sherwin Williams COSHW3,399$1.2M0.09%
238WisdomTree MidCap DividendWT24,143$1.2M0.09%
239Ishares Core S&P Mid-Cap ETF46428750719,295$1.2M0.09%
240Intl Business Machines Corp.INTR6,115$1.2M0.09%
241iShares ESG MSCI USA46435G42510,125$1.2M0.09%
242CVS Health CorpCVS14,531$1.2M0.09%
243AT&T IncT-PC65,408$1.2M0.09%
244Roper Technologies IncROP2,048$1.1M0.09%
245Schwab US Aggregate Bd ETF80852483924,866$1.1M0.09%
246Midcap SPDR Trust Series 1MDY2,034$1.1M0.09%
247Autoliv IncALV9,388$1.1M0.09%
248Lockheed Martin CorpLMT2,480$1.1M0.09%
249Dow Inc ComDOW19,253$1.1M0.08%
250Nucor CorpNUE5,578$1.1M0.08%
251Dow Inc ComDOW18,820$1.1M0.08%
252Netflix IncNFLX1,795$1.1M0.08%
253SPDR S&P Regional Banking ETF78464A69821,514$1.1M0.08%
254Real Estate Select Sect SPDR81369Y86027,250$1.1M0.08%
255Ishares 3-7 Year Treasury Bond4642886619,230$1.1M0.08%
256Energy Select Sector SPDR81369Y50611,294$1.1M0.08%
257Intel CorpINTC24,068$1.1M0.08%
258Ishares Core S&P Small-Cap ETF4642878049,563$1.1M0.08%
259Adobe IncADBE2,093$1.1M0.08%
260Ishares Core Emerging Markets46434G10319,855$1.0M0.08%
261Ecolab IncECL4,435$1.0M0.08%
262American Water Works CO Inc0304201038,306$1.0M0.08%
263Schwab US Dividend Equity ETF80852479712,576$1.0M0.08%
264SPDR S&P Dividend ETF78464A7637,650$1.0M0.08%
265Intercontinental Exchange Inc45866F1047,275$999,8030.08%
266Ishares Russell 2000 ETF4642876554,751$999,0300.08%
267FlexShares STOXX Glbl Brd InfrFLEX18,200$993,4730.07%
268Vanguard Short Term Corp Bond92206C40912,827$991,6550.07%
269Vaneck Vectors Gold Miners ETF92189F10631,324$990,4650.07%
270Dupont De Nemours IncDD12,902$989,1960.07%
271WisdomTree SmallCap DividendWT30,102$983,7330.07%
272Vanguard Inter Term Corp Bond92206C87012,111$975,0570.07%
273Texas Instruments Inc8825081045,569$970,1750.07%
274iShares Core High Dividend ETF46429B6638,756$964,9990.07%
275ComCast Corp-Cl ACCZ22,253$964,6680.07%
276Norfolk Southern Corp6558441083,769$960,6050.07%
277ConocophillipsCOP7,544$960,2000.07%
278Starbucks CorpSBUX10,495$959,1380.07%
279Vanguard Real Estate ETF92290855311,087$958,8040.07%
280Amphenol Corp0320951018,226$948,8690.07%
281Dicks Sporting Goods Inc2533931024,201$944,7080.07%
282Medtronic PLCMDT10,773$938,8670.07%
283Adobe IncADBE1,858$937,5470.07%
284Rbc Bearings IncRBC3,459$935,1410.07%
285Utilities Select Sector SPDR81369Y88614,105$925,9930.07%
2863m COMMM8,630$915,4360.07%
287Ishares Msci Emerging Mkt ETF46428723422,129$909,0510.07%
288Vanguard Inter Term Corp Bond92206C87011,188$900,7460.07%
289The Hershey CompanyHSY4,619$898,3960.07%
290Dupont De Nemours IncDD11,545$885,1550.07%
291Schwab International Equity ET80852480522,604$882,0080.07%
292Exxon Mobil CorporationXOM7,529$875,2190.07%
293First Trust Rising Dividend33738R50615,549$873,3870.07%
294Fortive CorpFTV10,102$868,9740.07%
295First Trust Value Line Div Index33734H10620,558$868,1640.07%
296Otis Worldwide CorpOTIS8,594$853,0770.06%
297Te Connectivity LimitedTEL5,803$842,8280.06%
298Oneok IncOKE10,500$841,7850.06%
299Chubb LtdCB3,237$838,8040.06%
300Wells Fargo & CO94974610114,395$834,3340.06%
301Otis Worldwide CorpOTIS8,329$826,7700.06%
302Schlumberger LtdSLB15,034$824,0140.06%
303Norfolk Southern Corp6558441083,233$823,9950.06%
304Vaneck ETF Trust Agribusiness92189F70010,910$819,6960.06%
305Vaneck ETF Trust Agribusiness92189F70010,851$815,2360.06%
306FlexShares Global Quality RealFLEX14,345$814,9320.06%
307Fastenal COFAST10,440$805,3420.06%
308AT&T IncT-PC45,657$803,5630.06%
309Medtronic PLCMDT9,076$790,9730.06%
310Philip Morris International7181721098,473$776,2960.06%
311Vanguard Total Bond Market ETF92193783510,680$775,6880.06%
312United Parcel Service Cl BUPS5,197$772,4300.06%
313Crown Castle IncCCI7,270$769,3840.06%
314Sysco CorpSYY9,465$768,3690.06%
315Palo Alto NetworksPANW2,699$766,8670.06%
316Blackstone IncBX5,814$763,7850.06%
317Fiserv IncFISV4,772$762,6610.06%
318Amgen IncAMGN2,648$752,8790.06%
319Materials Select SPDR Fund81369Y1008,088$751,2940.06%
320Ishares S&P 500 Value ETF4642874084,007$748,5480.06%
321WisdomTree SmallCap Dividend EWT22,826$745,9540.06%
322Schwab U.S. Large-Cap80852420111,070$744,3990.06%
323Ionis Pharmaceuticals IncIONS17,050$739,1180.06%
324Ishares Barclays Mbs Bond ETF4642885887,995$738,8980.06%
325NBT Bancorp Inc.NBTB20,144$738,8740.06%
326Trane Technologies Plc ADRTT2,444$733,6890.06%
327US Bancorp NewUSB-PS16,322$729,5930.06%
328Sysco CorporationSYY8,863$719,4980.05%
329Marriott International Inc5719032022,810$708,9910.05%
330Ishares Russell Midcap Growth4642874816,147$701,6190.05%
331Ishares S&P 500 Growth ETF4642873098,110$684,8080.05%
332Microchip Technology IncMCHPP7,607$682,4240.05%
333Kimberly Clark CorpKMB5,273$682,0630.05%
334Ishares Msci Eafe Value46428887712,430$676,1920.05%
335Amplify CWP Enhanced Dividend03210840917,206$668,9690.05%
336Schwab U.S. Small-Cap80852460713,569$668,1370.05%
337Schwab US Aggregate Bd ETF80852483914,334$659,3640.05%
338Becton DickinsonBDX2,639$653,0210.05%
339SPDR Portfolio Intermediate Te78464A37519,861$649,2560.05%
340Stryker CorporationSYK1,811$648,1030.05%
341SPDR Portfolio Developed Wld e78463X88918,060$647,2700.05%
342General Mls Inc3703341049,215$644,7740.05%
343Texas Instruments Inc8825081043,634$633,0790.05%
344Starbucks CorpSBUX6,883$629,0370.05%
345Dimensional World ex U.S. Core E25434V88024,671$627,6300.05%
346Waste Management Inc94106L1092,931$624,7430.05%
347Veralto CorpVLTO7,035$623,7230.05%
348IntuitINTU955$620,7500.05%
349Amphenol Corp0320951015,380$620,5830.05%
350O'Reilly Automotive Inc67103H107548$618,6260.05%
351Vanguard Index Fund Mid-Cap9229086292,475$618,4040.05%
352iShares U.S. Treasury Bond46429B26726,673$607,3440.05%
353Vanguard Short Term Bond ETF9219378277,905$606,0760.05%
354Clorox CompanyCLX3,913$599,1190.05%
355Weyerhaeuser CO REITWY16,606$596,3210.05%
356Schwab U.S. Large-Cap Growth8085243006,402$593,5930.04%
357Morgan StanleyMS-PQ6,253$588,7820.04%
358The Procter & Gamble Company7427181093,616$586,7800.04%
359iShares MSCI USA ESG Select ET4642888025,373$586,5700.04%
360Consumer Staples Select Sector81369Y3087,609$581,0210.04%
361Intuitive Surgical IncISRG1,453$579,8780.04%
362Broadcom IncAVGO436$577,8790.04%
363Microsoft CorporationMSFT1,372$577,3210.04%
364IShares Core Intnl Agg Bond ET46435G67211,532$576,0230.04%
365ComCast Corp-Cl ACCZ13,270$575,2550.04%
366Vanguard Ftse All-World Ex-USI9220427759,734$570,8990.04%
367American Water Works CO Inc0304201034,649$568,1540.04%
368Bank of New York Mellon Corp0640581009,860$568,1330.04%
369Southern CompanySOMN7,875$564,9530.04%
370First Trust DW Dynamic Focus 533738R87816,267$561,3740.04%
371Netflix IncNFLX924$561,1730.04%
372Vanguard Mid-Cap Index Fd ETF Sh9229086292,236$558,6870.04%
373Altria Group IncMO12,708$554,3230.04%
374Ishares Russell 2000 Growth ET4642876482,044$553,5150.04%
375Vanguard Total Stock Market ET9229087692,122$551,5860.04%
376Dominion Resources IncD10,868$534,5970.04%
377Vanguard Total Stock Market ET9229087692,056$534,3540.04%
378Illinois Tool Wks Inc4523081091,956$524,8530.04%
379Shell PLC Spon ADSRYDAF7,750$519,5600.04%
380ConocophillipsCOP4,070$518,0300.04%
381iShares MSCI EAFE Growth4642888854,976$516,4590.04%
382Sysco CorpSYY6,340$514,6810.04%
383SPDR Preferred Stock ETF78464A29214,640$510,4970.04%
384Vanguard FTSE Developed Market92194385810,155$509,4760.04%
385Vanguard Mid-Cap Value Index F9229085123,241$505,3040.04%
386SPDR S&P 500 Growth ETF78464A4096,849$501,0040.04%
387U S BANCORPUSB-PS11,161$498,9130.04%
388Accenture PLC Cl AACN1,427$494,6120.04%
389Corteva Inc ComCTVA8,571$494,2900.04%
390SPDR Gold TrustGLD2,401$493,9340.04%
391Metlife IncMET-PF6,603$489,3480.04%
392Xylem IncXYL3,765$486,5890.04%
393First Trust ISE Water Index Fd33733B1004,763$486,3020.04%
394Ishares Tr 10 Yr Invst Grd4642895119,435$485,9970.04%
395Ishares Msci Eafe Small Cap ET4642882737,660$485,1080.04%
396Ishares Russell 2000 Value ETF4642876303,047$483,8940.04%
397Bank of America Corp06050510412,697$481,4700.04%
398Chipotle Mexican Grill IncCMG164$476,7100.04%
399Applied Materials Inc0382221052,300$474,3290.04%
400T-Mobile US IncTMUSZ2,900$473,3380.04%
401First Trust Enhanced Short Matur33739Q4087,914$471,8320.04%
402Alphabet Inc. Class AGOOG3,123$471,3540.04%
403Enterprise Prods Partners LP29379210716,100$469,7980.04%
404Agnico Eagle Mines LtdAEM7,776$463,8380.04%
405Taiwan Semiconductor Spons ADR8740391003,408$463,6580.03%
406Jacobs Solutions IncJ3,015$463,4960.03%
407Brown Forman CorpBF-B8,975$463,2900.03%
408SPDR Portfolio S&P 500 Value E78464A5089,243$463,0740.03%
409Johnson & JohnsonJNJ2,924$462,5470.03%
410Ishares Core Total U.S. Aggreg4642872264,693$459,6320.03%
411Vanguard Real Estate ETF9229085535,290$457,4790.03%
412Zimmer Biomet Holdings IncZBH3,459$456,5190.03%
413Amgen IncAMGN1,604$456,0490.03%
414Ishares DJ US Telcom Sector ET46428771320,701$455,0080.03%
415Te Connectivity LimitedTEL3,130$454,6010.03%
416Emerson Elec COEMR3,910$443,4720.03%
417General Dynamics CorpGD1,558$440,1190.03%
418Ishares Russell 2000 Growth ET4642876481,617$437,8840.03%
419Markel Group INC COMMKL284$432,1000.03%
420Zimmer Biomet Holdings IncZBH3,245$428,2750.03%
421First Trust Low Duration33739Q2008,809$425,0340.03%
422Gilead Sciences IncGILD5,790$424,1180.03%
423Duke Energy CorpDUKB4,382$423,7830.03%
424Crown Castle IncCCI3,952$418,2400.03%
425Builders FirstsourceBLDR2,000$417,1000.03%
426Masco CorpMAS5,259$414,8300.03%
427iShares KLD 400 Social Index4642885704,072$410,4980.03%
428Martin Marietta Matls Inc573284106665$408,2700.03%
429Paychex IncPAYX3,309$406,3450.03%
430Schwab US Small Cap ETF8085246078,251$406,2790.03%
431JPMorgan Chase & Co.VYLD2,019$404,4480.03%
432Weyerhaeuser CO REITWY11,244$403,7720.03%
433Freeport-McMoran IncFCX8,581$403,4790.03%
434JPMorgan Municipal ETF46641Q6477,945$403,1290.03%
435Berkshire Hathaway Inc.BRK-A953$400,7550.03%
436Ishares DJ US Telcom Sector ET46428771318,188$399,7720.03%
437GE Aerospace3696043012,258$396,3470.03%
438SPDR Portfolio Emerging Market78463X50910,850$392,6620.03%
439FlexShares International QualiFLEX16,290$392,5890.03%
440Dominion Resources IncD7,871$387,1740.03%
441Vanguard S&P 500 Etf922908363804$386,5210.03%
442Accenture PLC Cl AACN1,113$385,7770.03%
443Vanguard Small Cap Etf9229087511,684$384,9460.03%
444First Solar IncFSLR2,275$384,0200.03%
445Cigna Group1255231001,042$378,4440.03%
446Cadence Design System IncCDNS1,215$378,2050.03%
447Freeport-McMoran IncFCX8,024$377,2880.03%
448McKesson CorpMCK698$374,7210.03%
449Schwab U.S. Mid-Cap8085245084,574$372,4600.03%
450Ishares Russell 1000 Growth ET4642876141,100$370,7550.03%
451Fiserv IncFISV2,315$369,9830.03%
452Applied Materials Inc0382221051,775$366,0580.03%
453GSK PLC Sponsored ADRGLAXF8,508$364,7380.03%
454Tesla IncTSLA2,070$363,8850.03%
455Schwab International8085248059,081$354,3410.03%
456Blackrock Inc Cl ABLK424$353,4890.03%
457Northrop Grumman CorporationNOC735$351,8150.03%
458Tesla, Inc.TSLA1,977$347,5360.03%
459Ishares S&P Midcap 400/Grwth E4642876063,806$347,2980.03%
460Flexshares Disciplined DuratioFLEX16,790$342,0960.03%
461IShares Russell Top 200 Growth4642894381,730$337,5230.03%
462Pfizer Inc.PFE12,116$336,2280.03%
463General Mls Inc3703341044,785$334,8060.03%
464First Trust Senior Loan33738D3097,237$334,4220.03%
465Verizon Communications Inc.VZ7,899$331,4770.03%
466Enbridge IncorporatedENNPF9,152$331,1190.02%
467Citigroup IncC-PR5,185$327,8990.02%
468Boston Scientific CorpBSX4,785$327,7250.02%
469Invesco S&P 500 Equal Weight EIVZ1,926$326,2070.02%
470SPDR Dow Jones Industrial Aver78467X109820$326,1630.02%
471Truist Financial Corporation89832Q1098,346$325,3270.02%
472United Rentals IncURI451$325,2210.02%
473Travelers Companies IncTRV1,402$322,6560.02%
474Canadian Pacific Kansas City LCP3,642$321,1150.02%
475Asml Holding N VASMLF330$320,2550.02%
476Palantir Technologies, Inc.PLTR13,863$318,9880.02%
477Csx CorpCSX8,598$318,7280.02%
478Charles Schwab CorpSCHW-PJ4,401$318,3680.02%
479Eog Res IncEOG2,453$313,5920.02%
480Genuine Parts COGPC2,021$313,1140.02%
481Fedex CorporationFDX1,073$310,8910.02%
482APA CorporationAPA8,991$309,1110.02%
483Citigroup IncC-PR4,887$309,0540.02%
484Vanguard Total Bond Market ETF9219378354,237$307,7330.02%
485Gilead Sciences IncGILD4,176$305,8920.02%
486Ishares S&P Smallcap/600 Growt4642878872,339$305,7770.02%
487SPDR Gold TrustGLD1,483$305,0830.02%
488Vanguard Total Intl Stock Et9219097685,045$304,2140.02%
489DTE Energy CoDTK2,684$300,9840.02%
490Tractor Supply CoTSCO1,145$299,6690.02%
491Alphabet Inc. Class CGOOG1,966$299,3430.02%
492Toyota Motor Corp Spons ADRTOYOF1,175$295,7240.02%
493Analog Devices IncADI1,493$295,3000.02%
494Constellation Brands IncSTZ1,081$293,7730.02%
495WisdomTree MidCap Dividend ETFWT6,009$293,0590.02%
496Ishares S&P Pref Stk ETF4642886879,019$290,6820.02%
497GE Healthcare Technologies IncGEHC3,192$290,1850.02%
498Colgate Palmolive COCL3,205$288,6100.02%
499Becton DickinsonBDX1,157$286,3000.02%
500Schwab Fundamental Intl Lg Co8085247558,015$285,4140.02%