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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 Q3 2024 · Filed November 14, 2024 · Accession 0001140361-24-046807

Total Value
$1.48B
Positions
1,414
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1Microsoft CorpMSFT115,629$49.8M3.49%
2FlexShares Mstar Glbl Upstrm NFLEX1,076,104$44.4M3.11%
3Microsoft CorpMSFT99,471$42.8M3.00%
4Apple IncAAPL183,671$42.8M3.00%
5Apple IncAAPL121,112$28.2M1.98%
6Ishares MSCI EAFE Growth ETF464288885219,675$23.6M1.66%
7Trane Technologies Plc ADRTT57,309$22.3M1.56%
8Lowes Cos Inc54866110768,661$18.6M1.30%
9JP Morgan Chase & COVYLD82,182$17.3M1.22%
10Ishares Core S&P US464287671119,828$15.8M1.11%
11Alphabet Inc Cl AGOOG91,548$15.2M1.07%
12Alphabet Inc Cl CGOOG90,303$15.1M1.06%
13Procter & Gamble CO74271810986,879$15.0M1.06%
14Alphabet Inc Cl AGOOG87,791$14.6M1.02%
15McDonalds CorpMCD47,634$14.5M1.02%
16Vanguard Value Etf92290874482,120$14.3M1.01%
17Vanguard Total Stock Market92290876948,570$13.8M0.96%
18Johnson & JohnsonJNJ78,479$12.7M0.89%
19Exxonmobil CorpXOM105,922$12.4M0.87%
20JP Morgan Chase & COVYLD58,827$12.4M0.87%
21SPDR S&P Dividend ETF78464A76383,672$11.9M0.83%
22Alphabet Inc Cl CGOOG68,533$11.5M0.80%
23iShares TR 1-5 Yr Inv Gr Corp464288646182,975$9.6M0.68%
24Berkshire Hathaway Inc-Cl BBRK-A20,634$9.5M0.67%
25NBT Bancorp IncNBTB210,459$9.3M0.65%
26Pepsico IncPEP54,172$9.2M0.65%
27Deere & CODE22,006$9.2M0.64%
28Midcap SPDR Trust Series 1MDY15,800$9.0M0.63%
29S&P Global IncSPGI16,562$8.6M0.60%
30Lowes Cos Inc54866110731,490$8.5M0.60%
31Abbott LabsABLZF74,370$8.5M0.59%
32Costco Wholesale Corp22160K1059,434$8.4M0.59%
33Amazon.Com IncAMZN44,799$8.3M0.59%
34Amazon.Com IncAMZN44,780$8.3M0.59%
35Procter & Gamble CO74271810948,134$8.3M0.58%
36Vanguard Short-Term Corp Bond92206C409103,291$8.2M0.58%
37Automatic Data Processing IncADP28,994$8.0M0.56%
38Ishares Core Msci Eafe ETF46432F842102,265$8.0M0.56%
39Exxonmobil CorpXOM67,389$7.9M0.55%
40SPDR S&P 500 ETF TrustSPY13,490$7.7M0.54%
41Chevron CorporationCVX52,454$7.7M0.54%
42Berkshire Hathaway Inc-Cl BBRK-A16,651$7.7M0.54%
43Grainger W W Inc3848021046,918$7.2M0.50%
44Schwab US Dividend Equity ETF80852479783,758$7.1M0.50%
45Costco Wholesale Corp22160K1057,922$7.0M0.49%
46Danaher Corp23585110225,029$7.0M0.49%
47Ishares 1-3 Year Treasury ETF46428745783,629$7.0M0.49%
48Nvidia CorpNVDA55,649$6.8M0.47%
49Unitedhealth Group IncUNH11,504$6.7M0.47%
50Ishares Russell 2000 ETF46428765529,766$6.6M0.46%
51McDonalds CorpMCD21,528$6.6M0.46%
52Johnson & JohnsonJNJ40,394$6.5M0.46%
53Caterpillar IncCAT16,731$6.5M0.46%
54Merck & CO IncMRK57,027$6.5M0.45%
55iShares Core US Aggregate Bond E46428722663,734$6.5M0.45%
56Danaher Corp23585110222,068$6.1M0.43%
57Wal Mart IncWMT75,519$6.1M0.43%
58Cisco Systems IncCSCO114,119$6.1M0.43%
59RTX CorporationRTX49,994$6.1M0.43%
60Caterpillar IncCAT15,400$6.0M0.42%
61Oracle CorporationORCL-PD35,258$6.0M0.42%
62FlexShares STOXX Glbl Brd InfrFLEX98,605$5.9M0.41%
63Lilly Eli & COLLY6,505$5.8M0.40%
64IShares 0-5 Yr TIPs ETF46429B74756,180$5.7M0.40%
65Abbvie IncABBV28,814$5.7M0.40%
66Chevron CorporationCVX38,506$5.7M0.40%
67Deere & CODE13,346$5.6M0.39%
68Ingersoll Rand IncIR55,614$5.5M0.38%
69Abbvie IncABBV27,147$5.4M0.38%
70Pepsico IncPEP31,052$5.3M0.37%
71Vanguard Small-Cap Value92290861125,678$5.2M0.36%
72Unitedhealth Group IncUNH8,799$5.1M0.36%
73iShares Core Growth ETF46428986786,309$5.1M0.36%
74Coca Cola COKO71,070$5.1M0.36%
75Vaneck Faln Angl Hy Bnd92189F437173,231$5.1M0.36%
76iShares Core MSCI Total Int'l St46432F83469,284$5.0M0.35%
77Ishares S&P Smll Cap 60046428788735,972$5.0M0.35%
78Intl. Business Machines CorpINTR22,592$5.0M0.35%
79Merck & CO IncMRK43,507$4.9M0.35%
80Caterpillar IncCAT12,590$4.9M0.35%
81Nextera Energy IncNEE-PW57,106$4.8M0.34%
82iShares 20 Year Treasury Bond46428743249,008$4.8M0.34%
83General Dynamics CorpGD15,692$4.7M0.33%
84Honeywell International Inc43851610622,936$4.7M0.33%
85Union Pac CorpUNP19,184$4.7M0.33%
86Abbott LabsABLZF40,386$4.6M0.32%
87Ishares Msci Eafe ETF46428746554,923$4.6M0.32%
88Automatic Data Processing IncADP16,495$4.6M0.32%
89Union Pac CorpUNP18,419$4.5M0.32%
90RTX CorporationRTX37,052$4.5M0.31%
91Lockheed Martin CorpLMT7,306$4.3M0.30%
92Thermo Fisher Scientific IncTMO6,739$4.2M0.29%
93Ishares MSCI EAFE Growth ETF46428888538,627$4.2M0.29%
94Pfizer IncPFE143,498$4.2M0.29%
95BANK MONTREAL QUE F06367110145,436$4.1M0.29%
96iShares TR 1-5 Yr Inv Gr Corp46428864677,043$4.1M0.28%
97TJX Cos Inc87254010934,190$4.0M0.28%
98TJX Cos Inc87254010934,026$4.0M0.28%
99Qualcomm IncQCOM23,270$4.0M0.28%
100Ishares New York Muni Bond ETF46428832371,285$3.9M0.27%
101Intl. Business Machines CorpINTR17,382$3.8M0.27%
102Disney Walt CO New25468710638,907$3.7M0.26%
103Technology Select Sect SPDR81369Y80316,239$3.7M0.26%
104Cisco Systems IncCSCO68,609$3.7M0.26%
105Wal Mart IncWMT44,498$3.6M0.25%
106Home Depot IncHD8,743$3.5M0.25%
107Berkshire Hathaway Inc Class ABRK-A5$3.5M0.24%
108Marsh & McLennan Companies Inc57174810215,352$3.4M0.24%
109Schwab International Equity ET80852480579,485$3.3M0.23%
110Lilly Eli & COLLY3,650$3.2M0.23%
111Home Depot IncHD7,965$3.2M0.23%
112Materials Select SPDR Fund81369Y10033,011$3.2M0.22%
113Ishares Msci Emerging Mkt ETF46428723468,274$3.1M0.22%
114Marsh & McLennan Companies Inc57174810214,030$3.1M0.22%
115Nextera Energy IncNEE-PW36,785$3.1M0.22%
116Thermo Fisher Scientific IncTMO4,796$3.0M0.21%
117Mondelez International Inc60920710540,038$2.9M0.21%
118Carrier Global CorporationCARR36,567$2.9M0.21%
119Ishares IBoxx High Yield Corpo46428851336,350$2.9M0.20%
120Disney Walt CO New25468710630,190$2.9M0.20%
121Philip Morris International71817210923,636$2.9M0.20%
122Uber Technologies IncUBER38,105$2.9M0.20%
123Visa Inc Cl AV10,413$2.9M0.20%
124American Express COAXP10,549$2.9M0.20%
125Ishares Core S&P Mid-Cap ETF46428750745,657$2.8M0.20%
126Oracle CorporationORCL-PD16,680$2.8M0.20%
127T Rowe Price Group IncTROW26,087$2.8M0.20%
128Ishares Msci Eafe Small Cap ET46428827341,863$2.8M0.20%
129Linde PLCLIN5,844$2.8M0.20%
130FlexShares Mstar Glbl Upstrm NFLEX66,665$2.7M0.19%
131Ishares Core Emerging Markets46434G10347,169$2.7M0.19%
132Mondelez International Inc60920710536,437$2.7M0.19%
133Ishares Nasdaq Biotech ETF46428755618,259$2.7M0.19%
134Meta Platforms IncMETA4,566$2.6M0.18%
135Allegion PLCALLE17,804$2.6M0.18%
136Vanguard S&P 500 ETF9229083634,874$2.6M0.18%
137Vanguard InfoTechnology92204A7024,271$2.5M0.18%
138SPDR Portfolio Developed Wld e78463X88966,495$2.5M0.18%
139Microchip Technology IncMCHPP31,013$2.5M0.17%
140Target CorpTGT15,722$2.5M0.17%
141Sherwin Williams COSHW6,378$2.4M0.17%
142Nike Inc-Class BNKE27,456$2.4M0.17%
143Ishares Core S&P 500 ETF4642872004,182$2.4M0.17%
144General Mls Inc37033410432,635$2.4M0.17%
145Schwab US Small Cap ETF80852460746,556$2.4M0.17%
146American Express COAXP8,835$2.4M0.17%
147Apple Inc.AAPL10,276$2.4M0.17%
148Novo Nordisk As Spons ADRNONOF20,100$2.4M0.17%
149iShares Core S&P 5004642872004,148$2.4M0.17%
150Dimensional U.S. Equity ETF25434V40138,463$2.4M0.17%
151Bank of America Corp06050510460,099$2.4M0.17%
152Novartis Ag Spons ADRNVSEF20,632$2.4M0.17%
153Palo Alto NetworksPANW6,882$2.4M0.17%
154Verizon CommunicationsVZ52,372$2.4M0.17%
155Salesforce IncCRM8,492$2.3M0.16%
156Ishares S&P Pref Stk ETF46428868768,384$2.3M0.16%
157Bristol Myers Squibb COCELG-RI43,408$2.2M0.16%
158NBT Bancorp IncNBTB50,685$2.2M0.16%
159Vanguard Intermediate-Term Bon92193781928,485$2.2M0.16%
160Eaton Corp PLCETN6,681$2.2M0.16%
161WisdomTree MidCap Dividend ETFWT43,092$2.2M0.15%
162Aflac IncAFL19,268$2.2M0.15%
163Paychex IncPAYX15,974$2.1M0.15%
164CVS Health CorpCVS33,517$2.1M0.15%
165Nvidia CorpNVDA17,238$2.1M0.15%
166Blackrock Inc Cl ABLK2,202$2.1M0.15%
167Utilities Select Sector SPDR81369Y88625,825$2.1M0.15%
168Mastercard Inc Cl AMA4,192$2.1M0.15%
169Analog Devices IncADI8,981$2.1M0.15%
170Target CorpTGT13,065$2.0M0.14%
171JPMorgan Municipal ETF46641Q64738,895$2.0M0.14%
172Colgate Palmolive COCL19,113$2.0M0.14%
173Qualcomm IncQCOM11,661$2.0M0.14%
174Meta Platforms IncMETA3,442$2.0M0.14%
175IShares 0-5 Yr TIPs ETF46429B74719,130$1.9M0.14%
176Bristol Myers Squibb COCELG-RI37,380$1.9M0.14%
177Carrier Global CorporationCARR23,908$1.9M0.14%
178Consumer Discretionary Selt81369Y4079,586$1.9M0.13%
179Eaton Corp PLCETN5,705$1.9M0.13%
180Goldman Sachs Group IncGSCE3,799$1.9M0.13%
181Pfizer IncPFE64,167$1.9M0.13%
182Visa Inc Cl AV6,717$1.8M0.13%
183Medtronic PLCMDT20,477$1.8M0.13%
184United Parcel Service Cl BUPS13,499$1.8M0.13%
185Quanta Services Incorporated74762E1026,168$1.8M0.13%
186Vaneck Vectors Gold Miners ETF92189F10645,344$1.8M0.13%
187Ishares Msci Eafe ETF46428746521,561$1.8M0.13%
188Goldman Sachs Group IncGSCE3,618$1.8M0.13%
189AT&T IncT-PC80,867$1.8M0.12%
190GE Aerospace3696043019,233$1.7M0.12%
191Verizon CommunicationsVZ38,537$1.7M0.12%
192Air Products & Chemicals IncAIIR5,777$1.7M0.12%
193Wells Fargo & CO94974610129,829$1.7M0.12%
194Canadian National Railway Comp13637510214,358$1.7M0.12%
195L3 Harris Technologies IncLHX7,050$1.7M0.12%
196S&P Global IncSPGI3,244$1.7M0.12%
197Altria Group IncMO32,317$1.6M0.12%
198Ishares Core S&P Small-Cap ETF46428780414,101$1.6M0.12%
199Berkshire Hathaway Inc.BRK-A3,553$1.6M0.11%
200Linde PLCLIN3,398$1.6M0.11%
201Prudential Finl IncPUKPF13,349$1.6M0.11%
202Ishares Nasdaq Biotech ETF46428755610,926$1.6M0.11%
203Salesforce IncCRM5,812$1.6M0.11%
204Coca Cola COKO22,083$1.6M0.11%
205Morgan StanleyMS-PQ15,107$1.6M0.11%
206Broadcom IncAVGO9,110$1.6M0.11%
207Ecolab IncECL6,135$1.6M0.11%
208Real Estate Select Sect SPDR81369Y86034,855$1.6M0.11%
209Honeywell International Inc4385161067,425$1.5M0.11%
210SPDR S&P Regional Banking ETF78464A69827,043$1.5M0.11%
211Southern CompanySOMN16,960$1.5M0.11%
212Emerson Elec COEMR13,912$1.5M0.11%
213Prudential Finl IncPUKPF12,447$1.5M0.11%
214Vanguard Ftse Emerging Markets92204285831,410$1.5M0.11%
215Intel CorpINTC63,496$1.5M0.10%
216Ishares Core Msci Eafe ETF46432F84219,035$1.5M0.10%
217First Trust DW Focus 533738R60525,275$1.5M0.10%
218SPDR S&P 500 ETF TrustSPY2,518$1.4M0.10%
219Trane Technologies Plc ADRTT3,640$1.4M0.10%
220Ishares New York Muni Bond ETF46428832326,042$1.4M0.10%
221Aberdeen Std Physical Swiss Gold26922Y10555,709$1.4M0.10%
222Vanguard Mid-Cap Growth Index9229085385,745$1.4M0.10%
223Ishares MSCI Emerging Markets46434G76422,675$1.4M0.10%
224Mastercard Inc Cl AMA2,801$1.4M0.10%
225Vanguard Real Estate ETF92290855314,120$1.4M0.10%
226First Trust Value Line Dividen33734H10630,000$1.4M0.10%
227Intercontinental Exchange Inc45866F1048,476$1.4M0.10%
228T Rowe Price Group IncTROW12,494$1.4M0.10%
229Amgen IncAMGN4,208$1.4M0.10%
230Texas Instruments Inc8825081046,496$1.3M0.09%
231Novartis Ag Spons ADRNVSEF11,616$1.3M0.09%
232Transdigm Group IncTDG935$1.3M0.09%
233Health Care Select Sector SPDR81369Y2098,657$1.3M0.09%
234Ishares Total Usd Bond46434V61328,241$1.3M0.09%
235Grainger W W Inc3848021041,279$1.3M0.09%
236Financial Select Sector SPDR81369Y60529,153$1.3M0.09%
237iShares Tr Intrm Gov Cr ETF46428861212,335$1.3M0.09%
238SPDR Dow Jones Industrial Aver78467X1093,122$1.3M0.09%
239Otis Worldwide CorpOTIS12,649$1.3M0.09%
240Lockheed Martin CorpLMT2,246$1.3M0.09%
241Air Products & Chemicals IncAIIR4,383$1.3M0.09%
242Industrial Select Sector SPDR81369Y7049,571$1.3M0.09%
243Ishares Iboxx High Yield46428851315,949$1.3M0.09%
244Real Estate Select Sect SPDR81369Y86028,259$1.3M0.09%
245Adobe IncADBE2,414$1.2M0.09%
2463m COMMM9,068$1.2M0.09%
247Nike Inc-Class BNKE13,778$1.2M0.09%
248SPDR S&P Regional Banking ETF78464A69821,514$1.2M0.09%
249Dupont De Nemours IncDD13,648$1.2M0.09%
250SPDR Portfolio Short Term Corp78464A47439,920$1.2M0.08%
251Ishares Core S&P Mid-Cap ETF46428750719,345$1.2M0.08%
252Schwab US Aggregate Bd ETF80852483925,311$1.2M0.08%
253SPDR Gold SharesGLD4,911$1.2M0.08%
254Chubb LtdCB4,122$1.2M0.08%
255Chubb LtdCB4,104$1.2M0.08%
256US Bancorp NewUSB-PS25,475$1.2M0.08%
257Boeing COBA-PA7,525$1.1M0.08%
258American Water Works CO Inc0304201037,817$1.1M0.08%
259Schwab US Dividend Equity ETF80852479713,485$1.1M0.08%
260Midcap SPDR Trust Series 1MDY2,000$1.1M0.08%
261Aon PLC ADRAON3,241$1.1M0.08%
262Texas Instruments Inc8825081045,412$1.1M0.08%
263Utilities Select Sector SPDR81369Y88613,837$1.1M0.08%
264Ishares Esg Aware Msci Usa Etf46435G4258,817$1.1M0.08%
265Brookfield Asset Mgmt Inc Cl A11300410523,342$1.1M0.08%
266Vanguard Total International S92190976817,030$1.1M0.08%
267Philip Morris International7181721099,008$1.1M0.08%
268Vanguard Inter Term Corp Bond92206C87012,831$1.1M0.08%
269IQVIA Holdings IncIQV4,502$1.1M0.07%
270iShares MSCI Emerg Mkt Min Vol46428653316,991$1.1M0.07%
271FlexShares STOXX Glbl Brd InfrFLEX17,845$1.1M0.07%
272Schlumberger LtdSLB25,237$1.1M0.07%
273Ishares 3-7 Year Treasury Bond4642886618,825$1.1M0.07%
274Dow Inc ComDOW19,258$1.1M0.07%
275Ishares Russell 2000 ETF4642876554,751$1.0M0.07%
276ConocophillipsCOP9,864$1.0M0.07%
277Netflix IncNFLX1,462$1.0M0.07%
278SPDR S&P Dividend ETF78464A7637,265$1.0M0.07%
279Amphenol Corp03209510115,814$1.0M0.07%
280Vanguard Index Fund Mid-Cap9229086293,883$1.0M0.07%
281Wal-Mart Stores Inc.WMT12,677$1.0M0.07%
282iShares Core High Dividend ETF46429B6638,606$1.0M0.07%
283Ishares Core Emerging Markets46434G10317,562$1.0M0.07%
284Ishares S&P 500 Value ETF4642874085,101$1.0M0.07%
285Autoliv IncALV10,746$1.0M0.07%
286ComCast Corp-Cl ACCZ23,898$998,2250.07%
287Golub Cap Bdc Inc38173M10265,987$997,0640.07%
288WisdomTree MidCap DividendWT19,473$995,6390.07%
289Dupont De Nemours IncDD11,149$993,4870.07%
290Energy Select Sector SPDR81369Y50611,162$980,0100.07%
291Paccar IncPCAR9,812$968,2480.07%
292Norfolk Southern Corp6558441083,858$958,7130.07%
293Netflix IncNFLX1,330$943,3290.07%
294AT&T IncT-PC42,759$940,6980.07%
295Stryker CorporationSYK2,601$939,6370.07%
296Adobe IncADBE1,814$939,2530.07%
297Vanguard Inter Term Corp Bond92206C87011,188$936,9950.07%
298WisdomTree SmallCap DividendWT27,128$935,4650.07%
299Schwab International Equity ET80852480522,604$929,4760.07%
300Ishares Russell Mid Cap ETF46428749910,521$927,3210.07%
301Vanguard Short Term Corp Bond92206C40911,647$925,0050.06%
302Exxon Mobil CorporationXOM7,838$919,2630.06%
303CVS Health CorpCVS14,534$913,8980.06%
304Blackstone IncBX5,908$904,6920.06%
305Roper Technologies IncROP1,620$901,4330.06%
306Autoliv IncALV9,559$892,5240.06%
307FlexShares Global Quality RealFLEX14,135$880,2330.06%
308IntuitINTU1,405$872,5050.06%
309Amphenol Corp03209510113,332$868,7130.06%
310Dicks Sporting Goods Inc2533931024,139$863,8060.06%
311Palo Alto NetworksPANW2,498$853,8160.06%
312Boeing COBA-PA5,606$852,3360.06%
313iShares Short-Term National Mu4642881587,955$844,7410.06%
314First Trust Rising Dividend33738R50613,978$827,6370.06%
315Nucor CorpNUE5,495$826,1180.06%
316Wells Fargo & CO94974610114,560$822,4940.06%
317Ishares S&P 500 Growth ETF4642873098,564$820,0030.06%
318Vaneck ETF Trust Agribusiness92189F70010,854$819,6130.06%
319Zoetis IncZTS4,120$804,9660.06%
320Fortive CorpFTV10,129$799,4820.06%
321Vaneck ETF Trust Agribusiness92189F70010,536$795,5730.06%
322Medtronic PLCMDT8,790$791,3640.06%
323Otis Worldwide CorpOTIS7,592$789,1120.06%
324Vanguard Total Bond Market ETF92193783510,500$788,6550.06%
325Ishares Msci Emerging Mkt ETF46428723417,129$785,5270.06%
326Schwab U.S. Large-Cap Growth8085243007,475$778,7270.05%
327Materials Select SPDR Fund81369Y1008,055$776,3410.05%
328Rbc Bearings IncRBC2,574$770,6040.05%
329Dow Inc ComDOW13,978$763,6180.05%
330Kimberly Clark CorpKMB5,298$753,7990.05%
331Fiserv IncFISV4,191$752,9130.05%
332Norfolk Southern Corp6558441082,989$742,7670.05%
333The Hershey CompanyHSY3,869$741,9970.05%
334WisdomTree SmallCap Dividend EWT21,387$737,6380.05%
335SPDR Portfolio Developed Wld e78463X88919,538$733,8470.05%
336Broadcom IncAVGO4,220$727,9500.05%
337Paypal Holdings IncPYPL9,264$722,8700.05%
338Ishares Russell Midcap Growth4642874816,147$720,9820.05%
339Intuitive Surgical IncISRG1,453$713,8150.05%
340Ecolab IncECL2,785$711,0940.05%
341Chipotle Mexican Grill IncCMG12,328$710,3390.05%
342Bank of New York Mellon Corp0640581009,860$708,5400.05%
343NBT Bancorp Inc.NBTB15,927$704,4480.05%
344Vaneck Vectors Gold Miners ETF92189F10617,641$702,4650.05%
345Intl Business Machines Corp.INTR3,172$701,1670.05%
346Sysco CorporationSYY8,863$691,8460.05%
347Fortive CorpFTV8,710$687,4800.05%
348Ishares Russell 2000 Growth ET4642876482,415$685,8600.05%
349Ionis Pharmaceuticals IncIONS17,050$683,0230.05%
350Ishares Barclays Mbs Bond ETF4642885887,116$681,7840.05%
351Sysco CorpSYY8,655$675,6090.05%
352Sherwin Williams COSHW1,763$672,8840.05%
353Schwab US Aggregate Bd ETF80852483914,116$670,7920.05%
354United Parcel Service Cl BUPS4,876$664,7940.05%
355Altria Group IncMO12,910$658,9260.05%
356Amplify CWP Enhanced Dividend03210840915,691$646,3120.05%
357SPDR Portfolio Intermediate Te78464A37519,046$642,0410.05%
358American Water Works CO Inc0304201034,388$641,7010.05%
359First Trust Value Line Div Index33734H10614,070$640,0590.04%
360Becton DickinsonBDX2,624$632,6460.04%
361The Procter & Gamble Company7427181093,622$627,3060.04%
362Consumer Staples Select Sector81369Y3087,553$626,8820.04%
363Vanguard Ftse All-World Ex-USI9220427759,949$626,7870.04%
364Ishares Russell 2000 Growth ET4642876482,187$621,1080.04%
365Starbucks CorpSBUX6,369$620,9140.04%
366O'Reilly Automotive Inc67103H107535$616,1060.04%
367Clorox CompanyCLX3,690$601,1380.04%
368Vanguard Total Stock Market ET9229087692,122$600,9510.04%
369Schlumberger LtdSLB14,296$599,7170.04%
370Accenture PLC Cl AACN1,696$599,5020.04%
371T-Mobile US IncTMUSZ2,900$598,4440.04%
372Starbucks CorpSBUX6,105$595,1760.04%
373Microchip Technology IncMCHPP7,320$587,7230.04%
374Ishares National Muni Bond ETF4642884145,405$587,1450.04%
375SPDR Gold TrustGLD2,401$583,5870.04%
376ComCast Corp-Cl ACCZ13,865$579,1410.04%
377First Solar IncFSLR2,275$567,4760.04%
378Schwab U.S. Small-Cap80852460711,003$566,7510.04%
379Servicenow IncNOW629$562,5710.04%
380Ishares Msci Eafe Value4642888779,746$560,8270.04%
381IShares Core Intnl Agg Bond ET46435G67210,672$553,0230.04%
382Accenture PLC Cl AACN1,556$550,0150.04%
383US Bancorp NewUSB-PS11,933$545,6960.04%
384Vanguard Short Term Bond ETF9219378276,928$545,1640.04%
385Metlife IncMET-PF6,601$544,4500.04%
386Duke Energy CorpDUKB4,720$544,2160.04%
387Tesla IncTSLA2,070$541,5740.04%
388Marriott International Inc5719032022,173$540,2080.04%
389Vanguard FTSE Developed Market92194385810,155$536,2860.04%
390Ishares Msci Eafe Small Cap ET4642882737,905$535,1690.04%
391Vanguard Mid-Cap Value Index F9229085123,156$529,1670.04%
392Vanguard Mid-Cap Index Fd ETF Sh9229086292,002$528,1880.04%
393Fastenal COFAST7,390$527,7940.04%
394First Trust DW Dynamic Focus 533738R87814,627$523,8100.04%
395Ishares DJ US Telcom Sector ET46428771320,701$522,9070.04%
396SPDR Preferred Stock ETF78464A29214,636$521,9200.04%
397iShares MSCI USA ESG Select ET4642888024,320$519,9980.04%
398Tesla, Inc.TSLA1,977$516,8210.04%
399Vanguard Real Estate ETF9229085535,269$513,3060.04%
400Schwab U.S. Large-Cap8085242017,537$511,3850.04%
401U S BANCORPUSB-PS11,177$511,1160.04%
402Shell PLC Spon ADSRYDAF7,750$511,1130.04%
403Intel CorpINTC21,767$510,6540.04%
404First Trust ISE Water Index Fd33733B1004,665$510,0240.04%
405Illinois Tool Wks Inc4523081091,937$507,6300.04%
406Crown Castle IncCCI4,271$506,6690.04%
407Microsoft CorporationMSFT1,178$506,6150.04%
408Dominion Resources IncD8,709$503,2930.04%
409Schwab US Small Cap ETF8085246079,688$498,9320.04%
410Dimensional World ex U.S. Core E25434V88018,432$497,8480.03%
411Alphabet Inc. Class AGOOG3,001$497,8010.03%
412Fidelity Total Bond Etf31618830910,612$496,0050.03%
413Agnico Eagle Mines LtdAEM6,131$493,9130.03%
414Southern CompanySOMN5,459$492,2930.03%
415Sysco CorpSYY6,230$486,3140.03%
416Corteva Inc ComCTVA8,245$484,7240.03%
417Xylem IncXYL3,580$483,4070.03%
418General Dynamics CorpGD1,594$481,7070.03%
419iShares iBoxx InvGrade Corp Bd4642872424,252$480,3910.03%
420Ishares Tr 10 Yr Invst Grd4642895118,845$474,0040.03%
421Enterprise Prods Partners LP29379210716,100$468,6710.03%
422Ishares Russell 2000 Value ETF4642876302,782$464,0930.03%
423Masco CorpMAS5,521$463,4330.03%
424Gilead Sciences IncGILD5,519$462,7130.03%
425ConocophillipsCOP4,380$461,1260.03%
426Aflac IncAFL4,119$460,5040.03%
427Applied Materials Inc0382221052,272$459,0580.03%
428Johnson & JohnsonJNJ2,824$457,6570.03%
429First Trust Low Duration33739Q2008,965$454,8070.03%
430Ishares DJ US Telcom Sector ET46428771317,900$452,1540.03%
431Ishares Core Total U.S. Aggreg4642872264,443$449,9430.03%
432Dominion Resources IncD7,771$449,0860.03%
433D R Horton Inc23331A1092,325$443,5400.03%
434iShares KLD 400 Social Index4642885704,024$437,7710.03%
435Amgen IncAMGN1,354$436,2720.03%
436SPDR Portfolio Emerging Market78463X50910,535$434,8850.03%
437iShares U.S. Treasury Bond46429B26718,547$434,8850.03%
438Technology Select Sect SPDR81369Y8031,903$429,6210.03%
439JPMorgan Chase & Co.VYLD2,019$425,7710.03%
440Vanguard S&P 500 Etf922908363805$424,6400.03%
441Vanguard Total Bond Market ETF9219378355,638$423,4700.03%
442Blackrock Inc Cl ABLK442$419,6830.03%
443iShares MSCI EAFE Growth4642888853,873$416,9990.03%
444Fiserv IncFISV2,315$415,8900.03%
445Truist Financial Corporation89832Q1099,626$411,7040.03%
446GE Vernova IncGEV1,614$411,5380.03%
447Freeport-McMoran IncFCX8,233$410,9910.03%
448Vanguard Mid-Cap Growth Index9229085381,668$406,1080.03%
449First Trust Enhanced Short Matur33739Q4086,582$394,0640.03%
450Jacobs Solutions IncJ2,975$389,4280.03%
451Northrop Grumman CorporationNOC735$388,1310.03%
452Taiwan Semiconductor Spons ADR8740391002,234$387,9790.03%
453Builders FirstsourceBLDR2,000$387,7200.03%
454iShares MSCI Emerg Mkt Min Vol4642865336,180$387,4860.03%
455JPMorgan Municipal ETF46641Q6477,545$386,8320.03%
456FlexShares Real Assets AllocatFLEX11,750$384,4580.03%
457Freeport-McMoran IncFCX7,611$379,9410.03%
458Emerson Elec COEMR3,410$372,9520.03%
459SPDR Gold TrustGLD1,533$372,6110.03%
460Analog Devices IncADI1,604$369,1930.03%
461Bank of America Corp0605051049,263$367,5560.03%
462Fedex CorporationFDX1,336$365,6360.03%
463Ishares Russell 1000 Growth ET464287614970$364,1190.03%
464Corning IncGLW8,039$362,9610.03%
465GSK PLC Sponsored ADRGLAXF8,848$361,7060.03%
466Schwab U.S. Mid-Cap8085245084,326$359,4760.03%
467Weyerhaeuser CO REITWY10,570$357,9000.03%
468FlexShares International QualiFLEX13,610$357,8070.03%
469Verizon Communications Inc.VZ7,920$355,6860.02%
470Pfizer Inc.PFE12,279$355,3530.02%
471Cigna Group1255231001,013$350,9440.02%
472Ishares S&P Midcap 400/Grwth E4642876063,806$349,8860.02%
473General Mls Inc3703341044,735$349,6800.02%
474SPDR Dow Jones Industrial Aver78467X109820$346,9580.02%
475Invesco S&P 500 Equal Weight EIVZ1,926$345,0620.02%
476DTE Energy CoDTK2,684$344,6520.02%
477Zimmer Biomet Holdings IncZBH3,187$344,0370.02%
478Vanguard Intermediate-Term Bon9219378194,375$342,8690.02%
479Schwab International8085248058,325$342,3620.02%
480Gilead Sciences IncGILD4,076$341,7320.02%
481Ishares S&P Smallcap/600 Growt4642878872,444$340,9140.02%
482Vanguard Small Cap Etf9229087511,436$340,6340.02%
483Applied Materials Inc0382221051,675$338,4340.02%
484IShares Russell Top 200 Growth4642894381,530$336,6770.02%
485Enbridge IncorporatedENNPF8,288$336,5760.02%
486Flexshares Disciplined DuratioFLEX15,982$335,3020.02%
487Alphabet Inc. Class CGOOG1,966$328,7050.02%
488Corning Inc.GLW7,254$327,5300.02%
489Vanguard Total International S9219097685,045$326,6130.02%
490Charles Schwab CorpSCHW-PJ4,970$322,1060.02%
491Schwab US Mid-Cap ETF8085245083,874$321,8910.02%
492Best Buy Company IncBBY3,107$320,9530.02%
493ProShares S&P 500 Div Aristocrat74348A4672,989$319,1090.02%
494CME Group Inc.CME1,439$317,5150.02%
495GE Healthcare Technologies IncGEHC3,344$313,8340.02%
496Markel Group INC COMMKL199$312,1470.02%
497Travelers Companies IncTRV1,325$310,2090.02%
498Boston Scientific CorpBSX3,689$309,1380.02%
499Constellation Brands IncSTZ1,197$308,4550.02%
500McKesson CorpMCK623$308,0240.02%