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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

Oakworth Capital, Inc.

Quarter ended Q2 2024 · Filed July 19, 2024 · Accession 0001140361-24-033542

Total Value
$1.37B
Positions
900
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES RUSSELL 1000 GROWTH464287614367,056$133.8M9.80%
2ISHARES RUSSELL 1000 VALUE (MKT)464287598748,609$130.6M9.57%
3VANGUARD TOTAL BOND MARKET ETF9219378351,564,824$112.7M8.26%
4VANGUARD FTSE DEVELOPED MARKETS9219438581,870,603$92.4M6.77%
5ISHARES RUSSELL MID-CAP (MKT)4642874991,073,793$87.1M6.38%
6ISHARES CORE S&P SMALL-CAP (MKT)464287804589,149$62.8M4.60%
7VANGUARD SHORT-TERM CORP BD IDX92206C409634,683$49.0M3.59%
8APPLE INCAAPL213,947$45.1M3.30%
9JP MORGAN CHASE & COVYLD201,768$40.8M2.99%
10ISHARES S&P 100 (MKT)464287101142,461$37.7M2.76%
11JPMORGAN EQUITY46641Q332652,728$37.0M2.71%
12ALPHABET INCGOOG185,512$34.0M2.49%
13ISHARES SHORT TREASURY BOND ETF464288679284,066$31.4M2.30%
14SPDR GOLD SHARES (MKT)GLD137,765$29.6M2.17%
15VANGUARD INTER-TRM TREAS INDEX92206C706503,260$29.3M2.15%
16SPDR S&P OIL & GAS EXPLOR78468R556196,936$28.6M2.10%
17WALMART INCWMT413,785$28.0M2.05%
18TECHNOLOGY SELECT SECTOR SPDRR81369Y803108,551$24.6M1.80%
19ISHARES US HEALTHCARE (MKT)464287762390,430$23.9M1.75%
20MICROSOFT CORPMSFT44,601$19.9M1.46%
21SPDR S&P 500 (MKT)SPY35,108$19.1M1.40%
22GENERAL DYNAMICS CORPGD55,351$16.1M1.18%
23ENCORE WIRE CORPECR52,555$15.2M1.12%
24VALERO ENERGY CORP NEWVLO80,068$12.6M0.92%
25COMERICA INC200340107243,825$12.4M0.91%
26PROSHARES SHORT S&P 50074347B425934,975$10.7M0.78%
27NVIDIA CORPNVDA75,578$9.3M0.68%
28COCA COLA COKO74,494$4.7M0.35%
29AMAZON COM INCAMZN23,298$4.5M0.33%
30REGIONS FINANCIAL CORP NEWRF-PF215,191$4.3M0.32%
31ALPHABET INCGOOG21,790$4.0M0.29%
32SOUTHERN COSOMN48,305$3.7M0.27%
33BERKSHIRE HATHAWAY INCBRK-A9,040$3.7M0.27%
34ELI LILLY & COLLY3,698$3.3M0.25%
35EXXON MOBIL CORPXOM28,697$3.3M0.24%
36ISHARES CORE S&P 500 (MKT)4642872005,719$3.1M0.23%
37JOHNSON & JOHNSONJNJ19,842$2.9M0.21%
38CHEVRON CORP NEWCVX17,894$2.8M0.21%
39GLOBE LIFE INCGL-PD33,797$2.8M0.20%
40PROCTER & GAMBLE CO74271810916,348$2.7M0.20%
41VISA INCV9,028$2.4M0.17%
42HOME DEPOT INCHD6,710$2.3M0.17%
43MERCK & CO INCMRK17,629$2.2M0.16%
44MID-AMER APT CMNTYS INC59522J10315,212$2.2M0.16%
45ABBVIE INC SR NTABBV12,609$2.2M0.16%
46UNION PACIFIC CORPUNP9,494$2.1M0.16%
47UNITEDHEALTH GROUP INCUNH3,969$2.0M0.15%
48BROADCOM INC COMAVGO1,229$2.0M0.14%
49ORACLE CORPORCL-PD13,906$2.0M0.14%
50STRYKER CORPSYK5,765$2.0M0.14%
51ISHARES CORE S&P MID-CAP (MKT)46428750732,777$1.9M0.14%
52ISHARES RUSSELL 1000 GROWTH4642876145,081$1.9M0.14%
53DIAMONDBACK ENERGY INCFANG8,704$1.7M0.13%
54PFIZER INCPFE60,060$1.7M0.12%
55HUNTINGTON INGALLS INDS INC4464131066,534$1.6M0.12%
56PEPSICO INCPEP9,653$1.6M0.12%
57VANGUARD GROWTH ETF (MKT)9229087364,248$1.6M0.12%
58MICRON TECHNOLOGY INCMU11,730$1.5M0.11%
59APPLE INCAAPL7,259$1.5M0.11%
60MICROSOFT CORPMSFT3,397$1.5M0.11%
61GLOBAL PAYMENTS INC37940X10215,636$1.5M0.11%
62COSTCO WHOLESALE CORP NEW22160K1051,722$1.5M0.11%
63TEXAS PACIFIC LAND CORPORATIONTPL1,920$1.4M0.10%
64HF SINCLAIR CORPORATIONDINO24,529$1.3M0.10%
65NEXTERA ENERGY INCNEE-PW18,047$1.3M0.09%
66THERMO FISHER SCIENTIFIC INCTMO2,265$1.3M0.09%
67CISCO SYSTEMS INCCSCO26,218$1.2M0.09%
68LAM RESEARCH CORPLRCX1,154$1.2M0.09%
69AUTOMATIC DATA PROCESSING INCADP4,996$1.2M0.09%
70MASTERCARD INCMA2,701$1.2M0.09%
71VANGUARD MID-CAP VALUE ETF (MKT)9229085127,878$1.2M0.09%
72TJX COS INC NEW87254010910,626$1.2M0.09%
73ISHARES S&P 100 (MKT)4642871014,377$1.2M0.08%
74ZOETIS INCZTS6,590$1.1M0.08%
75VANGUARD TOTAL STOCK MARKET ETF9229087694,069$1.1M0.08%
76THE CIGNA GROUP1255231003,258$1.1M0.08%
77ISHARES CORE S&P TOTAL US STOCK4642871509,066$1.1M0.08%
78SERVISFIRST BANCSHARES INCSFBS16,107$1.0M0.07%
79MCDONALDS CORPMCD3,909$996,1700.07%
80ISHARES RUSSELL 1000 VALUE (MKT)4642875985,610$978,7760.07%
81LOWES COMPANIES INC5486611074,368$962,9690.07%
82MARATHON PETE CORPMARA5,388$934,7100.07%
83U S CORE EQUITY 225434V70826,845$865,4830.06%
84VANGUARD MID-CAP GROWTH ETF9229085383,737$857,8660.06%
85ABBOTT LABORATORIESABLZF8,061$837,6180.06%
86EATON CORP PLCETN2,626$823,3830.06%
87LOCKHEED MARTIN CORPLMT1,721$803,8810.06%
88AMERICAN EXPRESS COAXP3,470$803,4810.06%
89GLOBAL X S&P 500 CATHOLIC37954Y88912,257$801,6080.06%
90INVESCO QQQ TRIVZ1,625$778,5550.06%
91DUKE ENERGY CORPDUKB7,536$755,3360.06%
92ASTRAZENECA PLCAZN9,399$733,0300.05%
93ISHARES S&P 500 GROWTH (MKT)4642873097,884$729,5840.05%
94ACADEMY SPORTS & OUTDOORS INCASO13,650$726,8640.05%
95VULCAN MATERIALS CO9291601092,905$722,4150.05%
96HONEYWELL INTERNATIONAL INC4385161063,377$721,1260.05%
97CATERPILLAR INCCAT2,135$711,1700.05%
98ISHARES S&P MIDCAP 400 GROWTH4642876068,002$705,0550.05%
99DISNEY WALT CO2546871067,035$698,5030.05%
100JP MORGAN CHASE & COVYLD3,408$689,3040.05%
101ANALOG DEVICES INCADI2,973$678,6170.05%
102VANGUARD LARGE CAP ETF (MKT)9229086372,674$667,4840.05%
103PHILIP MORRIS INTERNATIONAL INC7181721096,546$663,3040.05%
104QUALCOMM INCQCOM3,156$628,6120.05%
105ISHARES CORE U.S. TREASURY46429B26727,830$628,1240.05%
106BERKSHIRE HATHAWAY INCBRK-A1$612,2410.04%
107INTEL CORPINTC19,570$606,0820.04%
108UNION PACIFIC CORPUNP2,610$590,5390.04%
109DOLLAR GENERAL CORP2566771054,401$581,9440.04%
110UNITED PARCEL SERVICEUPS4,236$579,6940.04%
111WASTE MANAGEMENT INC94106L1092,701$576,2300.04%
112HERSHEY COHSY3,109$571,5270.04%
113ILLINOIS TOOL WORKS INC4523081092,398$568,2280.04%
114ST JOE COJOE10,335$565,3240.04%
115TESLA INCTSLA2,849$563,7610.04%
116FTI CONSULTING INCFCN2,542$547,8760.04%
117DEERE & CODE1,461$545,8730.04%
118ALPHABET INCGOOG2,964$543,6580.04%
119RTX CORPORATIONRTX5,411$543,2110.04%
120GENUINE PARTS COGPC3,759$519,9440.04%
121SPDR S&P BIOTECH ETF (MKT)78464A8705,593$518,5290.04%
122SPDR S&P 500 (MKT)SPY930$506,1240.04%
123MORGAN STANLEYMS-PQ5,197$505,0960.04%
124BANK OF AMERICA CORP06050510412,306$489,4100.04%
125STEEL DYNAMICS INCSTLD3,721$481,8700.04%
126APPLIED MATERIALS INC0382221052,036$480,4750.04%
127ISHARES RUSSELL MID-CAP (MKT)4642874995,904$478,6960.04%
128VANGUARD MID-CAP ETF (MKT)9229086291,925$466,0430.03%
129COTERRA ENERGY INCCTRA16,026$427,4150.03%
130VANGUARD TOTAL BOND MARKET ETF9219378355,875$423,2950.03%
131NORFOLK SOUTHERN CORP6558441081,944$417,3590.03%
132MP MATERIALS CORPMP32,776$417,2390.03%
133INVESCO S&P 500 PURE VAL ETFIVZ4,997$416,8490.03%
134COCA COLA COKO6,544$416,5260.03%
135ISHARES NASDAQ BIOTECHNOLOGY4642875563,000$411,7800.03%
136ISHARES SHORT TREASURY BOND ETF4642886793,691$407,8600.03%
137ADOBE SYSTEMS INCADBE723$401,6560.03%
138BLACKROCK INCBLK508$399,9590.03%
139ALTRIA GROUP INCMO8,775$399,7010.03%
140BECTON DICKINSON & COBDX1,654$386,5560.03%
141EMERSON ELECTRIC COEMR3,471$382,3660.03%
142AMGEN INCAMGN1,222$381,8130.03%
143ENPRO INCNPO2,601$378,6280.03%
144VANGUARD VALUE INDEX9229087442,359$378,4080.03%
145ARCADIUM LITHIUM PLCG0508H110112,592$378,3090.03%
146HUMANA INCHUM987$368,7930.03%
147INVESCO S&P500 EQUAL WEIGHTIVZ10,000$366,6000.03%
148WALMART INCWMT5,292$358,3210.03%
149UNITED THERAPEUTICS CORPUTHR1,111$353,9070.03%
150MERCK & CO INCMRK2,857$353,6960.03%
151LOWES COMPANIES INC5486611071,572$346,5630.03%
152NOVARTIS AGNVSEF3,190$339,6070.02%
153CONOCOPHILLIPSCOP2,933$335,4770.02%
154VULCAN MATERIALS CO9291601091,333$331,4900.02%
155THERMO FISHER SCIENTIFIC INCTMO597$330,1410.02%
1563M COMMM3,186$325,5780.02%
157HP INCHPQ9,286$325,1960.02%
158AIR PRODUCTS & CHEMICALS INCAIIR1,255$323,8540.02%
159EDWARDS LIFESCIENCES CORPEW3,500$323,2950.02%
160CHUBB LIMITEDCB1,259$321,1460.02%
161GALLAGHER ARTHUR J & CO3635761091,233$319,7310.02%
162SYSCO CORPSYY4,176$298,1270.02%
163VERIZON COMMUNICATIONS INCVZ7,229$298,1240.02%
164GILEAD SCIENCES INCGILD4,306$295,4350.02%
165SPDR PORTFOLIO S&P78464A4093,663$293,5160.02%
166INTUITINTU443$291,1440.02%
167TECHNOLOGY SELECT SECTOR SPDRR81369Y8031,257$284,3730.02%
168KIMBERLY CLARK CORPKMB2,056$284,1390.02%
169HARMONY BIOSCIENCES HLDGS INCHRMY9,357$282,3010.02%
170TARGET CORPTGT1,875$277,5750.02%
171VANGUARD SMALL CAP ETF (MKT)9229087511,263$275,3850.02%
172CVS HEALTH CORPORATIONCVS4,655$274,9260.02%
173SPDR PORTFOLIO LARGE CAP ETF78464A8544,274$273,5360.02%
174VANGUARD SHORT-TERM CORP BD IDX92206C4093,533$273,0130.02%
175CSX CORPCSX8,124$271,7490.02%
176TEXAS INSTRUMENTS INC8825081041,392$270,7860.02%
177COLGATE PALMOLIVE COCL2,759$267,7330.02%
178BANK OF AMERICA CORP0605051046,697$266,3400.02%
179INVESCO NASDAQ 100 ETFIVZ1,338$263,7340.02%
180DIMENSIONAL US MARKETWIDE25434V7246,681$262,3630.02%
181THE TRAVELERS COMPANIES INCTRV1,281$260,4790.02%
182ISHARES MSCI EAFE GROWTH (MKT)4642888852,546$260,4560.02%
183U S TARGET VALUE ETF25434V6094,999$259,2980.02%
184INTUITINTU392$257,6260.02%
185HOME DEPOT INCHD746$256,8030.02%
186NEXTERA ENERGY INCNEE-PW3,606$255,3410.02%
187REGIONS FINANCIAL CORP NEWRF-PF12,741$255,3300.02%
188ISHARES ESG U.S AGRGT BOND46435U5495,477$255,2830.02%
189SOUTHERN COSOMN3,278$254,2750.02%
190SCHWAB U.S. DIVIDEND EQUITY ETF8085247973,243$252,1760.02%
191BAXTER INTERNATIONAL INC0718131097,401$247,5640.02%
192WELLS FARGO & CO9497461014,150$246,4690.02%
193INTERNATIONAL BUSINESS MACHSINTR1,425$246,4550.02%
194REAVES UTILITY INCOME FUND7561581019,000$245,8800.02%
195VANGUARD EMERGING MARKETS STOCK9220428585,605$245,2750.02%
196GENERAL MILLS INC3703341043,864$244,4370.02%
197CONSTELLATION BRANDS INCSTZ947$243,6440.02%
198CHURCHILL DOWNS INCCHDN1,733$241,9270.02%
199TRUIST FINL CORP89832Q1096,190$240,4820.02%
200FREEPORT-MCMORAN INCFCX4,945$240,3250.02%
201PROCTER & GAMBLE CO7427181091,448$238,8040.02%
202BRISTOL-MYERS SQUIBB COCELG-RI5,710$237,1370.02%
203ACCENTURE PLCACN745$226,0410.02%
204STARBUCKS CORPSBUX2,902$225,9200.02%
205BERKSHIRE HATHAWAY INCBRK-A552$224,5540.02%
206SPDR PORTFOLIO S&P 400 MID CAP78464A8474,373$224,3340.02%
207CISCO SYSTEMS INCCSCO4,715$224,0100.02%
208WEATHERFORD INTL PLCG488331181,818$222,6140.02%
209BOEING COBA-PA1,211$220,4140.02%
210BLACKSTONE GROUP INCBX1,770$219,1260.02%
211ECOLAB INCECL909$216,3420.02%
212MGIC INVT COR WIS SR GLBL55284810310,000$215,5000.02%
213CHORD ENERGY CORPORATIONCHRD1,270$212,9540.02%
214ISHARES SELECT DIVIDEND (MKT)4642871681,755$212,3200.02%
215GALLAGHER ARTHUR J & CO363576109815$211,3380.02%
216ISHARES US HEALTHCARE (MKT)4642877623,421$209,6070.02%
217CORPAY INCCPAY765$203,8030.01%
218BLACKROCK INCBLK258$203,1290.01%
219EXXON MOBIL CORPXOM1,760$202,6110.01%
220VANGUARD DIVIDEND APPREC IDX ETF9219088441,106$201,9010.01%
221COMCAST CORPCCZ5,131$200,9300.01%
222AMPHASTAR PHARMACEUTICALS INCAMPH5,023$200,9200.01%
223BOSTON SCIENTIFIC CORPBSX2,564$197,4540.01%
224PFIZER INCPFE7,045$197,1200.01%
225DARDEN RESTAURANTS INCDRI1,301$196,8670.01%
226ABBVIE INC SR NTABBV1,147$196,7330.01%
227VANGUARD FTSE DEVELOPED MARKETS9219438583,955$195,4560.01%
228SYNOVUS FINANCIAL CORP87161C5014,854$195,0830.01%
229PAYCHEX INCPAYX1,640$194,4380.01%
230ISHARES CORE DIVIDEND46434V6213,355$193,2820.01%
231BANCO BILBAO VIZCAYA ARGENTABBVXF18,956$190,1290.01%
232VANGUARD LARGE CAP ETF (MKT)922908637761$189,9610.01%
233SOUTHWESTERN ENERGY CO84546710928,090$189,0460.01%
234CANADIAN NATIONAL RAILWAY CO1363751021,600$189,0080.01%
235INVESCO FTSE RAFI US 1000 ETFIVZ4,880$185,1960.01%
236U S SM CAP ETF25434V5003,071$184,5060.01%
237JABIL CIRCUIT INCJBL1,695$184,3990.01%
238WASTE MANAGEMENT INC94106L109860$183,4730.01%
239ELEVANCE HEALTHELV338$183,1490.01%
240IVESCO FTSE RAFI USIVZ4,791$182,7290.01%
241BORGWARNER INCBWA5,529$178,2550.01%
242APPLIED MATERIALS INC038222105750$176,9930.01%
243LINDE PLCLIN398$174,6460.01%
244CONSUMER DISCRET SELECT SECTOR81369Y407952$173,6440.01%
245MARATHON PETE CORPMARA994$172,4390.01%
246FIRST TRUST DORSEY33738R6053,000$171,7980.01%
247AUTODESK INCADSK690$170,7400.01%
248ADVANCED MICRO DEVICES INCAMD1,026$166,4270.01%
249EXELIXIS INC COMEXEL7,345$165,0420.01%
250AFLAC INCAFL1,827$163,1700.01%
251AMERICAN EXPRESS COAXP700$162,0850.01%
252LAM RESEARCH CORPLRCX152$161,8570.01%
253BOEING COBA-PA888$161,6250.01%
254JOHNSON & JOHNSONJNJ1,105$161,5070.01%
255CITIGROUP INCC-PR2,545$161,5070.01%
256GOLDMAN SACHS GROUP INCGSCE357$161,4790.01%
257VANGUARD MEGA CAP INDEX921910873817$161,1860.01%
258CINTAS CORPCTAS230$161,0600.01%
259AT&T INCT-PC8,393$160,3910.01%
260HEWLETT PACKARD ENTERPRISE COHPE-PC7,411$156,8910.01%
261MATERIALS SELECT SECTOR SPDR81369Y1001,753$154,8070.01%
262ASSURED GUARANTY LTDAGO2,000$154,3000.01%
263META PLATFORMS INCMETA306$154,2910.01%
264INTEL CORPINTC4,933$152,7750.01%
265BIOGEN INCBIIB659$152,7690.01%
266SPDR DOW JONES INDUSTRIAL78467X109390$152,5410.01%
267ENERGY SELECT SECTOR SPDR FUND81369Y5061,670$152,2210.01%
268VANGUARD INTER-TRM TREAS INDEX92206C7062,605$151,6890.01%
269DISCOVER FINANCIAL SERVICES2547091081,150$150,4320.01%
270ISHARES PHLX SOX SEMICONDUCTOR464287523600$147,9780.01%
271PHILLIPS 66PSX1,041$146,9580.01%
272BP PLCBPPFF4,020$145,1220.01%
273UNITED COMMUNITY BANKS INCUNTCW5,544$141,1500.01%
274AMERICAN CENTURY US QUALITY0250723071,635$140,5610.01%
275BOSTON SCIENTIFIC CORPBSX1,823$140,3890.01%
276INVESCO EXCHANGE TRADED FD TRIVZ840$137,9950.01%
277GABELLI DIVIDEND & INCOME TRUST36242H1046,067$137,7820.01%
278ISHARES RUSSELL MID-CAP GROWTH4642874811,225$135,1790.01%
279IQVIA HLDGS INCIQV638$134,8990.01%
280PROGRESSIVE CORP OH743315103643$133,5570.01%
281ORACLE CORPORCL-PD941$132,8690.01%
282PRUDENTIAL FINANCIAL INCPUKPF1,097$128,5590.01%
283VANGUARD REAL ESTATE ETF9229085531,534$128,4890.01%
284AUTODESK INCADSK519$128,4270.01%
285META PLATFORMS INCMETA254$128,0720.01%
286MONDELEZ INTL INC6092071051,955$127,9360.01%
287ADOBE SYSTEMS INCADBE224$124,4400.01%
288NOVO NORDISK A SNONOF862$123,0420.01%
289COINBASE GLOBAL INCCOIN552$122,6710.01%
290REPUBLIC SERVICES INC760759100619$120,2970.01%
291EATON CORP PLCETN381$119,4630.01%
292AON PLC SHS CL AAON402$118,0190.01%
293PROASSURANCE CORPPRA9,504$116,1390.01%
294ISHARES SELECT DIVIDEND (MKT)464287168958$115,8990.01%
295FIRSTENERGY CORPFE3,027$115,8430.01%
296CONSOLIDATED EDISON INCED1,288$115,1750.01%
297CANADIAN PACIFIC KANSAS CITYCP1,462$115,1040.01%
298CURTISS WRIGHT CORPCW424$114,8960.01%
299INGREDION INCINGR1,000$114,7000.01%
300DANAHER CORP235851102458$114,4320.01%
301VANECK VECTORS SEMICONDUCTOR ETF92189F676434$113,1440.01%
302REPUBLIC SERVICES INC760759100576$111,9400.01%
303ALLSTATE CORPALL-PJ698$111,4430.01%
304ISHARES RUSSELL 2000 (MKT)464287655542$109,9660.01%
305FEDEX CORPFDX365$109,4420.01%
306PEPSICO INCPEP662$109,1840.01%
307SCHWAB CHARLES CORPSCHW-PJ1,478$108,9130.01%
308NUCOR CORPNUE680$107,4940.01%
309VANGUARD S&P 500 ETF922908363212$106,0280.01%
310WESTROCK COWEST2,087$104,8930.01%
311CARRIER GLOBAL CORPORATIONCARR1,656$104,4610.01%
312ISHARES RUSSELL 2000 GROWTH464287648394$103,4370.01%
313BOSTON BEER INC CL ASAM333$101,5820.01%
314U S EQUITY ETF25434V4011,705$100,3390.01%
315COSTCO WHOLESALE CORP NEW22160K105117$99,4490.01%
316GLOBE LIFE INCGL-PD1,207$99,3120.01%
317ALLIANCEBERNSTEIN HOLDING L P01881G1062,900$97,9910.01%
318SPDR PORTFOLIO SMALL CAP ETF78468R8532,354$97,7620.01%
319THE REAL ESTATE SLECT SECTOR81369Y8602,538$97,4840.01%
320ELI LILLY & COLLY107$96,8760.01%
321BWX TECHNOLOGIES INCBWXT1,005$95,4750.01%
322CANADIAN NATIONAL RAILWAY CO136375102800$94,5040.01%
323ISHARES GOLD TRUSTIAU2,151$94,4940.01%
324MEDTRONIC PLCMDT1,195$94,0580.01%
325ISHARES CORE TOTAL US BOND464287226966$93,7700.01%
326ENTERPRISE PRODUCTS PARTNERS L P2937921073,200$92,7360.01%
327ILLINOIS TOOL WORKS INC452308109390$92,4140.01%
328ISHARES S&P SMALL-CAP 600 VALUE464287879945$91,9190.01%
329MICROCHIP TECHNOLOGY INCMCHPP1,000$91,5000.01%
330AGILENT TECHNOLOGIES INCA700$90,7410.01%
331NORTHROP GRUMMAN CORPNOC208$90,6770.01%
332SPDR PORTFOLIO SHORT78464A4743,052$90,6470.01%
333QUANTA SERVICES INC74762E102354$89,9480.01%
334YUM! BRANDS INCYUM672$89,0130.01%
335CMS ENERGY CORPCMS-PC1,495$88,9970.01%
336MOTOROLA SOLUTIONS INCMSI230$88,7920.01%
337L3HARRIS TECHNOLOGIES INC COMLHX391$87,8110.01%
338FIRST TRUST33739P1031,400$87,6260.01%
339PACER FDS TR US CASH COWS 10069374H8811,568$85,4400.01%
340RTX CORPORATIONRTX841$84,4280.01%
341ASURE SOFTWARE INCASUR10,000$84,0000.01%
342ROYAL DUTCH SHELL PLCRYDAF1,145$82,6460.01%
343NETFLIX INCNFLX121$81,6610.01%
344DUKE ENERGY CORPDUKB806$80,7850.01%
345PRUDENTIAL FINANCIAL INCPUKPF687$80,5100.01%
346ISHARES MSCI EAFE VALUE (MKT)4642888771,513$80,2490.01%
347BRISTOL-MYERS SQUIBB COCELG-RI1,927$80,0290.01%
348METLIFE INCMET-PF1,131$79,3860.01%
349ISHARES CORE MSCI EAFE46432F8421,092$79,3230.01%
350DISNEY WALT CO254687106796$79,0350.01%
351PALO ALTO NETWORKS INCPANW233$78,9890.01%
352STARBUCKS CORPSBUX1,000$77,8500.01%
353PACER TRENDPOLOT US LG69374H1051,560$77,6260.01%
354BANK NEW YORK MELLON CORP0640581001,292$77,3780.01%
355CONSUMER STAPLES SELECT SECTOR81369Y308989$75,7390.01%
356ENTERGY CORP NEWENO705$75,4350.01%
357ADVANCED MICRO DEVICES INCAMD460$74,6170.01%
358AXOS FINL INCAX1,305$74,5810.01%
359AUTOMATIC DATA PROCESSING INCADP310$73,9940.01%
360HONEYWELL INTERNATIONAL INC438516106346$73,8850.01%
361CLOROX COCLX537$73,2840.01%
362KIMBERLY CLARK CORPKMB526$72,6930.01%
363DOVER CORPDOV400$72,1800.01%
364FTI CONSULTING INCFCN334$71,9870.01%
365PARKER HANNIFIN CORPPH142$71,8250.01%
366SPDR GOLD SHARES (MKT)GLD332$71,3820.01%
367WELLS FARGO & CO9497461011,182$70,1990.01%
368TRANE TECHNOLOGIES PLCTT211$69,4040.01%
369SCHLUMBERGER LTDSLB1,446$68,2220.00%
370LOCKHEED MARTIN CORPLMT146$68,1980.00%
371TEXAS INSTRUMENTS INC882508104350$68,0860.00%
372PPL CORPPPLC2,448$67,6870.00%
373SOUTHWEST AIRLINES CO8447411082,361$67,5490.00%
374ISHARES ESG MSCI EM ETF46434G8632,004$67,1940.00%
375EMERSON ELECTRIC COEMR605$66,6470.00%
376VERTEX PHARMACEUTICALS INCVRTX142$66,5580.00%
377SCHWAB CHARLES CORPSCHW-PJ900$66,3220.00%
378NIKE INCNKE874$65,8730.00%
379AGILENT TECHNOLOGIES INCA507$65,7220.00%
380CORNING INCGLW1,690$65,6570.00%
381SHERWIN WILLIAMS COSHW216$64,4610.00%
382GRAINGER WW INC38480210469$62,2550.00%
383TRANSMEDICS GROUP INCTMDX412$62,0550.00%
384SCHWAB U.S. MID CAP ETF808524508794$61,7970.00%
385BAUSCH HEALTH COS INC COM0717341078,852$61,6980.00%
386T MOBILE US INC COMTMUSZ350$61,6630.00%
387FIRST TRUST VALUE33734H1061,500$61,1250.00%
388ISHARES S&P MID-CAP 400 VALUE464287705538$61,0420.00%
389UNITED RENTALS INCURI94$60,7930.00%
390HIBBETT SPORTS INC428567101679$59,2160.00%
391ANALOG DEVICES INCADI258$58,8910.00%
392PROSHARES S&P 500 ARISTOCRATS74348A467612$58,8320.00%
393EOG RESOURCES INCEOG466$58,6560.00%
394VANGUARD MID-CAP ETF (MKT)922908629240$58,1040.00%
395ISHARES US PREFERRED STOCK (MKT)4642886871,833$57,8310.00%
396WEC ENERGY GROUP INCWEC732$57,4330.00%
397DELTA AIR LINES INCDAL1,208$57,3070.00%
398PNC FINANCIAL SERVICES GROUP693475105364$56,5940.00%
399DTE ENERGY CODTK508$56,3930.00%
400PROLOGIS INCPLDGP502$56,3800.00%
401INTERNATIONAL BUSINESS MACHSINTR325$56,2090.00%
402SALESFORCECRM215$55,2770.00%
403JOHNSON CTLS INTL PLC SHSG51502105829$55,1030.00%
404ROCKWELL AUTOMATION INCROK200$55,0560.00%
405COMCAST CORPCCZ1,400$54,8240.00%
406CONSUMER STAPLES SELECT SECTOR81369Y308711$54,4490.00%
407HORMEL FOODS CORPHRL1,780$54,2720.00%
408DOMINOS PIZZA INCDPZ105$54,2150.00%
409QUALCOMM INCQCOM271$53,9780.00%
410S&P GLOBAL INCSPGI121$53,9660.00%
411ON SEMICONDUCTOR CORPON775$53,1260.00%
412US BANCORP DELUSB-PS1,334$52,9600.00%
413FISERV INCFISV349$52,0150.00%
414NUTRIEN LTD COMNTR1,013$51,5720.00%
415RH COMRH210$51,3320.00%
416ENBRIDGE INCENNPF1,434$51,0370.00%
417MCDONALDS CORPMCD200$50,9680.00%
418BOSTON BEER INC CL ASAM167$50,9430.00%
419ALLIANT ENERGY CORPLNT997$50,7470.00%
420TJX COS INC NEW872540109460$50,6460.00%
421PNC FINANCIAL SERVICES GROUP693475105325$50,5310.00%
422KONTOOR BRANDS INCKTB761$50,3410.00%
423ISHARES RUSSELL 2000 VALUE (MKT)464287630330$50,2590.00%
424UTILITIES SELECT SECTOR SPDRR81369Y886725$49,4020.00%
425ISHARES SHORT-TERM464288646960$49,1900.00%
426SPDR NUVEEN BARCLAYS SHORT78468R7391,004$47,3790.00%
427ISHARES MSCI EAFE (MKT)464287465604$47,3110.00%
428ARM HOLDINGS PLC042068205288$47,1230.00%
429NIKE INCNKE625$47,1060.00%
430ALLIANT ENERGY CORPLNT920$46,8280.00%
431ISHARES RUSSELL 2000 (MKT)464287655230$46,6660.00%
432DOMINION ENERGY INCD950$46,5500.00%
433AMERICAN ELECTRIC POWER INC025537101521$45,7130.00%
434VIATRIS INCVTRS4,272$45,4110.00%
435PHINIA INCPHIN1,143$44,9890.00%
436DUPONT DE NEMOURS INCDD557$44,8340.00%
437VANGUARD EXTENDED MARKET INDEX922908652263$44,3920.00%
438CHENIERE ENERGY INCLNG253$44,2320.00%
439BROWN-FORMAN CORPBF-B1,022$44,1410.00%
440MARKEL GROUP INC.MKL28$44,1180.00%
441FASTENAL COFAST700$43,9880.00%
442ALCON INCALC489$43,5610.00%
443LYONDELLBASELL INDUSTRIES NV SHSLYB445$42,5690.00%
444STRYKER CORPSYK125$42,5310.00%
445CHUBB LIMITEDCB166$42,3430.00%
446LABCORP HOLDINGS INCLH208$42,3310.00%
447ENBRIDGE INCENNPF1,170$41,6400.00%
448VERIZON COMMUNICATIONS INCVZ1,009$41,6110.00%
449DIAGEO PLCDGEAF329$41,4810.00%
450SOLVENTUM CORPSOLV784$41,4600.00%
451EVERSOURCE ENERGYES729$41,3420.00%
452SEAGATE TECHNOLOGY HLDNGS PLCSE400$41,3080.00%
453HIBBETT SPORTS INC428567101473$41,2500.00%
454EXELIXIS INC COMEXEL1,830$41,1200.00%
455ZIMMER BIOMET HLDGS INCZBH378$41,0240.00%
456AMERICAN TOWER CORP03027X100210$40,8200.00%
457AMERICAN WATER WORKS CO INC030420103315$40,6850.00%
458ISHARES CORE MSCI TOTAL INTL46432F834600$40,5360.00%
459ALPHABET INCGOOG220$40,0730.00%
460DOLLAR GENERAL CORP256677105303$40,0660.00%
461CONOCOPHILLIPSCOP350$40,0330.00%
462INVESCO DYNAMIC BIOTECH &IVZ611$39,6010.00%
463PIMCO ENHANCED SHORT MATURITY72201R833393$39,5550.00%
464ENCOMPASS HEALTH CORPEHC461$39,5490.00%
465VISA INCV150$39,3710.00%
466SPDR S&P DIVIDEND ETF (MKT)78464A763306$38,9170.00%
467ROYAL DUTCH SHELL PLCRYDAF533$38,4720.00%
468TRANSDIGM GROUP INCTDG30$38,3280.00%
469LYONDELLBASELL INDUSTRIES NV SHSLYB400$38,2640.00%
470REINSURANCE GROUP AMERICA INC759351604185$37,9750.00%
471FIRST TRUST NASDAQ33738R118500$37,8300.00%
472ISHARES GLOBAL HEALTHCARE (MKT)464287325400$37,1360.00%
473GE AEROSPACE369604301233$37,0410.00%
474ABBOTT LABORATORIESABLZF356$36,9920.00%
475MARATHON OIL CORPMARA1,283$36,7840.00%
476SUN LIFE FINANCIAL SERVICES INCSUNFF748$36,6450.00%
477UNILEVER PLCUNLYF664$36,5140.00%
478ULTA SALON COSMETICS & FRAG INCULTA94$36,2720.00%
479CDW CORPCDW160$35,8140.00%
480ONEOK INCOKE439$35,8000.00%
481KINDER MORGAN INCEP-PC1,800$35,7660.00%
482PALANTIR TECHNOLOGIES INCPLTR1,400$35,4620.00%
483D R HORTON INC23331A109250$35,2330.00%
484INVESCO S&P 500 EQ WEIGHTSIVZ1,020$35,1800.00%
485M & T BANK CORP55261F104232$35,1160.00%
486DISTILLATE US FDMTL STBLTY &26922A321672$34,5340.00%
487ISHARES MBS (MKT)464288588375$34,4290.00%
488PHILIP MORRIS INTERNATIONAL INC718172109339$34,3510.00%
489TOYOTA MOTOR CORPTOYOF167$34,2300.00%
490ISHARES CORE S&P SMALL-CAP (MKT)464287804319$34,0240.00%
491TERADYNE INCTER228$33,8100.00%
492BROOKFIELD CORP11271J1071,073$33,8000.00%
493L3HARRIS TECHNOLOGIES INC COMLHX150$33,6870.00%
494FORTINET INCFTNT545$32,8470.00%
495DARDEN RESTAURANTS INCDRI215$32,5340.00%
496MATADOR RES COMTDR539$32,1240.00%
497INTERCONTINENTALEXCHANGE GROUP45866F104234$32,0320.00%
498WISDOMTREE U.S. MIDCAPWT554$32,0160.00%
499ROYAL CARIBBEAN CRUISES LTDV7780T103200$31,8860.00%
500O REILLY AUTOMOTIVE INC67103H10730$31,6820.00%