Live Markets
Sunday, September 13, 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

NBT BANK N A /NY

Quarter ended Q4 2024 · Filed February 7, 2025 · Accession 0001140361-25-003531

Total Value
$1.44B
Positions
1,328
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1Microsoft CorpMSFT114,454$48.2M3.48%
2Apple IncAAPL171,372$42.9M3.10%
3Microsoft CorpMSFT98,475$41.5M3.00%
4FlexShares Mstar Glbl Upstrm NFLEX1,091,408$39.7M2.86%
5Apple IncAAPL120,007$30.1M2.17%
6Ishares MSCI EAFE Growth ETF464288885222,322$21.5M1.55%
7Trane Technologies Plc ADRTT57,237$21.1M1.53%
8JP Morgan Chase & COVYLD80,671$19.3M1.40%
9Ishares Core S&P US464287671127,196$17.7M1.28%
10Alphabet Inc Cl CGOOG90,231$17.2M1.24%
11Alphabet Inc Cl AGOOG90,553$17.1M1.24%
12Lowes Cos Inc54866110767,308$16.6M1.20%
13Vanguard Value Etf92290874491,458$15.5M1.12%
14Vanguard Total Stock Market92290876952,102$15.1M1.09%
15Procter & Gamble CO74271810986,078$14.4M1.04%
16Alphabet Inc Cl AGOOG75,924$14.4M1.04%
17JP Morgan Chase & COVYLD57,961$13.9M1.00%
18McDonalds CorpMCD47,143$13.7M0.99%
19Alphabet Inc Cl CGOOG67,064$12.8M0.92%
20Amazon.Com IncAMZN53,573$11.8M0.85%
21Johnson & JohnsonJNJ77,572$11.2M0.81%
22Exxonmobil CorpXOM103,785$11.2M0.81%
23SPDR S&P Dividend ETF78464A76375,967$10.0M0.72%
24NBT Bancorp IncNBTB208,395$10.0M0.72%
25Amazon.Com IncAMZN44,192$9.7M0.70%
26iShares TR 1-5 Yr Inv Gr Corp464288646182,770$9.4M0.68%
27Berkshire Hathaway Inc-Cl BBRK-A20,467$9.3M0.67%
28Deere & CODE21,671$9.2M0.66%
29Midcap SPDR Trust Series 1MDY15,691$8.9M0.65%
30Vanguard Short-Term Corp Bond92206C409107,189$8.4M0.60%
31Automatic Data Processing IncADP28,482$8.3M0.60%
32Abbott LabsABLZF73,535$8.3M0.60%
33S&P Global IncSPGI16,562$8.2M0.60%
34Costco Wholesale Corp22160K1058,940$8.2M0.59%
35Procter & Gamble CO74271810947,852$8.0M0.58%
36Pepsico IncPEP52,201$7.9M0.57%
37SPDR S&P 500 ETF TrustSPY13,356$7.8M0.56%
38Lowes Cos Inc54866110730,784$7.6M0.55%
39Nvidia CorpNVDA54,942$7.4M0.53%
40Chevron CorporationCVX50,390$7.3M0.53%
41Grainger W W Inc3848021046,921$7.3M0.53%
42Ishares 1-3 Year Treasury ETF46428745788,355$7.2M0.52%
43Vanguard S&P 500 ETF92290836313,387$7.2M0.52%
44Berkshire Hathaway Inc-Cl BBRK-A15,883$7.2M0.52%
45Exxonmobil CorpXOM66,710$7.2M0.52%
46Costco Wholesale Corp22160K1057,769$7.1M0.51%
47Wal Mart IncWMT77,401$7.0M0.50%
48Ishares Core Msci Eafe ETF46432F84298,245$6.9M0.50%
49Schwab US Dividend Equity ETF808524797245,464$6.7M0.48%
50Ishares Russell 2000 ETF46428765529,925$6.6M0.48%
51IShares 0-5 Yr TIPs ETF46429B74765,078$6.5M0.47%
52Cisco Systems IncCSCO110,181$6.5M0.47%
53iShares Core US Aggregate Bond E46428722665,706$6.4M0.46%
54McDonalds CorpMCD21,287$6.2M0.45%
55Caterpillar IncCAT16,274$5.9M0.43%
56RTX CorporationRTX49,660$5.7M0.41%
57Vanguard Small-Cap Value92290861128,888$5.7M0.41%
58Johnson & JohnsonJNJ39,559$5.7M0.41%
59Oracle CorporationORCL-PD34,111$5.7M0.41%
60Merck & CO IncMRK56,632$5.6M0.41%
61Unitedhealth Group IncUNH11,109$5.6M0.41%
62Chevron CorporationCVX38,213$5.5M0.40%
63Danaher Corp23585110224,034$5.5M0.40%
64Deere & CODE13,012$5.5M0.40%
65Ishares S&P Smll Cap 60046428788740,541$5.5M0.40%
66Caterpillar IncCAT15,091$5.5M0.40%
67iShares Core Growth ETF46428986793,992$5.4M0.39%
68FlexShares STOXX Glbl Brd InfrFLEX95,539$5.2M0.37%
69iShares Core MSCI Total Int'l St46432F83476,976$5.1M0.37%
70Lilly Eli & COLLY6,525$5.0M0.36%
71Ingersoll Rand IncIR55,614$5.0M0.36%
72Danaher Corp23585110221,742$5.0M0.36%
73Honeywell International Inc43851610622,072$5.0M0.36%
74Abbvie IncABBV27,846$4.9M0.36%
75iShares 20 Year Treasury Bond46428743256,351$4.9M0.36%
76Vaneck Faln Angl Hy Bnd92189F437169,650$4.9M0.35%
77Intl. Business Machines CorpINTR21,919$4.8M0.35%
78Abbvie IncABBV26,804$4.8M0.34%
79Automatic Data Processing IncADP15,923$4.7M0.34%
80Abbott LabsABLZF40,873$4.6M0.33%
81Pepsico IncPEP30,113$4.6M0.33%
82CATERPILLAR INCCAT12,401$4.5M0.32%
83BANK MONTREAL QUE F06367110145,436$4.4M0.32%
84Coca Cola COKO70,755$4.4M0.32%
85Union Pac CorpUNP19,028$4.3M0.31%
86Merck & CO IncMRK43,138$4.3M0.31%
87Ishares New York Muni Bond ETF46428832380,628$4.3M0.31%
88Unitedhealth Group IncUNH8,417$4.3M0.31%
89Disney Walt CO New25468710638,060$4.2M0.31%
90RTX CorporationRTX36,461$4.2M0.30%
91Union Pac CorpUNP18,423$4.2M0.30%
92General Dynamics CorpGD15,770$4.2M0.30%
93Ishares Msci Eafe ETF46428746554,729$4.1M0.30%
94Nextera Energy IncNEE-PW57,061$4.1M0.30%
95TJX Cos Inc87254010933,622$4.1M0.29%
96TJX Cos Inc87254010933,468$4.0M0.29%
97iShares TR 1-5 Yr Inv Gr Corp46428864676,717$4.0M0.29%
98Wal Mart IncWMT43,848$4.0M0.29%
99Intl. Business Machines CorpINTR17,842$3.9M0.28%
100Cisco Systems IncCSCO66,093$3.9M0.28%
101Ishares MSCI EAFE Growth ETF46428888539,097$3.8M0.27%
102Pfizer IncPFE140,207$3.7M0.27%
103Technology Select Sect SPDR81369Y80315,741$3.7M0.26%
104Qualcomm IncQCOM23,238$3.6M0.26%
105Lockheed Martin CorpLMT7,223$3.5M0.25%
106Thermo Fisher Scientific IncTMO6,547$3.4M0.25%
107Berkshire Hathaway Inc Class ABRK-A5$3.4M0.25%
108Home Depot IncHD8,288$3.2M0.23%
109Marsh & McLennan Companies Inc57174810215,159$3.2M0.23%
110Visa Inc Cl AV10,014$3.2M0.23%
111Ishares IBoxx High Yield Corpo46428851340,194$3.2M0.23%
112American Express COAXP10,510$3.1M0.23%
113Home Depot IncHD7,867$3.1M0.22%
114Disney Walt CO New25468710626,916$3.0M0.22%
115T Rowe Price Group IncTROW25,933$2.9M0.21%
116Schwab International Equity ET808524805158,520$2.9M0.21%
117Salesforce IncCRM8,701$2.9M0.21%
118Oracle CorporationORCL-PD17,456$2.9M0.21%
119Ishares Core S&P Mid-Cap ETF46428750745,902$2.9M0.21%
120Marsh & McLennan Companies Inc57174810213,439$2.9M0.21%
121Philip Morris International71817210923,636$2.8M0.21%
122Palo Alto NetworksPANW15,627$2.8M0.21%
123Ishares Msci Emerging Mkt ETF46428723467,835$2.8M0.20%
124Materials Select SPDR Fund81369Y10032,938$2.8M0.20%
125FlexShares Mstar Glbl Upstrm NFLEX76,060$2.8M0.20%
126Lilly Eli & COLLY3,574$2.8M0.20%
127Meta Platforms IncMETA4,655$2.7M0.20%
128Vanguard InfoTechnology92204A7024,261$2.6M0.19%
129Goldman Sachs Group IncGSCE4,576$2.6M0.19%
130Ishares Core Emerging Markets46434G10350,110$2.6M0.19%
131Bank of America Corp06050510458,156$2.6M0.18%
132American Express COAXP8,462$2.5M0.18%
133Ishares Msci Eafe Small Cap ET46428827341,088$2.5M0.18%
134Carrier Global CorporationCARR36,534$2.5M0.18%
135Ishares Core S&P 500 ETF4642872004,181$2.5M0.18%
136Bristol Myers Squibb COCELG-RI43,260$2.4M0.18%
137Nextera Energy IncNEE-PW33,207$2.4M0.17%
138Ishares Nasdaq Biotech ETF46428755617,989$2.4M0.17%
139Dimensional U.S. Equity ETF25434V40136,959$2.4M0.17%
140Schwab US Small Cap ETF80852460791,003$2.4M0.17%
141Thermo Fisher Scientific IncTMO4,517$2.3M0.17%
142Uber Technologies IncUBER38,615$2.3M0.17%
143Allegion PLCALLE17,804$2.3M0.17%
144Linde PLCLIN5,544$2.3M0.17%
145iShares Core S&P 5004642872003,891$2.3M0.17%
146NBT Bancorp IncNBTB47,741$2.3M0.16%
147SPDR Portfolio Developed Wld e78463X88966,550$2.3M0.16%
148Paychex IncPAYX15,899$2.2M0.16%
149WisdomTree MidCap Dividend ETFWT43,387$2.2M0.16%
150Mastercard Inc Cl AMA4,192$2.2M0.16%
151Sherwin Williams COSHW6,487$2.2M0.16%
152Goldman Sachs Group IncGSCE3,843$2.2M0.16%
153Nvidia CorpNVDA16,239$2.2M0.16%
154Mondelez International Inc60920710536,360$2.2M0.16%
155Vanguard Intermediate-Term Bon92193781928,625$2.1M0.15%
156IShares 0-5 Yr TIPs ETF46429B74721,160$2.1M0.15%
157Ishares S&P Pref Stk ETF46428868767,594$2.1M0.15%
158Visa Inc Cl AV6,717$2.1M0.15%
159Target CorpTGT15,656$2.1M0.15%
160Bristol Myers Squibb COCELG-RI37,210$2.1M0.15%
161Wells Fargo & CO94974610129,724$2.1M0.15%
162Consumer Discretionary Selt81369Y4079,258$2.1M0.15%
163General Mls Inc37033410432,501$2.1M0.15%
164Eaton Corp PLCETN6,186$2.1M0.15%
165Verizon CommunicationsVZ51,190$2.0M0.15%
166Meta Platforms IncMETA3,441$2.0M0.15%
167Mondelez International Inc60920710533,708$2.0M0.15%
168Aflac IncAFL19,268$2.0M0.14%
169Quanta Services Incorporated74762E1026,153$1.9M0.14%
170Novartis Ag Spons ADRNVSEF19,747$1.9M0.14%
171Nike Inc-Class BNKE25,084$1.9M0.14%
172Utilities Select Sector SPDR81369Y88625,077$1.9M0.14%
173Analog Devices IncADI8,621$1.8M0.13%
174Eaton Corp PLCETN5,497$1.8M0.13%
175AT&T IncT-PC79,136$1.8M0.13%
176JPMorgan Municipal ETF46641Q64735,630$1.8M0.13%
177Target CorpTGT13,065$1.8M0.13%
178Vaneck Vectors Gold Miners ETF92189F10652,081$1.8M0.13%
179Salesforce IncCRM5,245$1.8M0.13%
180Morgan StanleyMS-PQ13,924$1.8M0.13%
181Qualcomm IncQCOM11,325$1.7M0.13%
182Colgate Palmolive COCL19,027$1.7M0.12%
183Pfizer IncPFE65,187$1.7M0.12%
184Novo Nordisk As Spons ADRNONOF20,100$1.7M0.12%
185Emerson Elec COEMR13,747$1.7M0.12%
186United Parcel Service Cl BUPS13,499$1.7M0.12%
187Altria Group IncMO32,317$1.7M0.12%
188Microchip Technology IncMCHPP29,314$1.7M0.12%
189Air Products & Chemicals IncAIIR5,711$1.7M0.12%
190Ishares Core S&P Small-Cap ETF46428780414,334$1.7M0.12%
191Carrier Global CorporationCARR24,140$1.6M0.12%
192Ishares Msci Eafe ETF46428746521,561$1.6M0.12%
193S&P Global IncSPGI3,239$1.6M0.12%
194SPDR S&P Regional Banking ETF78464A69826,555$1.6M0.12%
195Medtronic PLCMDT19,954$1.6M0.12%
196Netflix IncNFLX1,769$1.6M0.11%
197Prudential Finl IncPUKPF13,177$1.6M0.11%
198GE Aerospace3696043019,102$1.5M0.11%
199Intercontinental Exchange Inc45866F10410,156$1.5M0.11%
200Honeywell International Inc4385161066,685$1.5M0.11%
201Mastercard Inc Cl AMA2,832$1.5M0.11%
202CVS Health CorpCVS32,981$1.5M0.11%
203Prudential Finl IncPUKPF12,447$1.5M0.11%
204Ishares New York Muni Bond ETF46428832327,417$1.5M0.11%
205Ishares Nasdaq Biotech ETF46428755610,991$1.5M0.10%
206SPDR S&P 500 ETF TrustSPY2,473$1.4M0.10%
207First Trust DW Focus 533738R60524,499$1.4M0.10%
208Vanguard Mid-Cap Growth Index9229085385,681$1.4M0.10%
209Broadcom IncAVGO6,210$1.4M0.10%
210Linde PLCLIN3,398$1.4M0.10%
211Real Estate Select Sect SPDR81369Y86034,855$1.4M0.10%
212Ecolab IncECL6,041$1.4M0.10%
213T Rowe Price Group IncTROW12,494$1.4M0.10%
214Financial Select Sector SPDR81369Y60529,117$1.4M0.10%
215Canadian National Railway Comp13637510213,795$1.4M0.10%
216Trane Technologies Plc ADRTT3,640$1.3M0.10%
217Southern CompanySOMN16,329$1.3M0.10%
218Grainger W W Inc3848021041,275$1.3M0.10%
219Coca Cola COKO21,582$1.3M0.10%
220Vanguard Ftse Emerging Markets92204285830,177$1.3M0.10%
221Verizon CommunicationsVZ33,126$1.3M0.10%
222Boeing COBA-PA7,400$1.3M0.09%
223Ishares Core Msci Eafe ETF46432F84218,580$1.3M0.09%
224SPDR Dow Jones Industrial Aver78467X1093,057$1.3M0.09%
225SPDR S&P Regional Banking ETF78464A69821,514$1.3M0.09%
226iShares Tr Intrm Gov Cr ETF46428861212,420$1.3M0.09%
227Brookfield Asset Mgmt Inc Cl A11300410523,342$1.3M0.09%
228Ishares Iboxx High Yield46428851315,801$1.2M0.09%
229Air Products & Chemicals IncAIIR4,281$1.2M0.09%
230Vanguard Real Estate ETF92290855313,837$1.2M0.09%
231iShares MSCI Emerg Mkt Min Vol46428653321,040$1.2M0.09%
232Netflix IncNFLX1,365$1.2M0.09%
233Texas Instruments Inc8825081046,469$1.2M0.09%
234Industrial Select Sector SPDR81369Y7049,158$1.2M0.09%
235Ishares Core S&P Mid-Cap ETF46428750719,345$1.2M0.09%
236Ishares Total Usd Bond46434V61326,649$1.2M0.09%
237SPDR Portfolio Short Term Corp78464A47439,920$1.2M0.09%
238Stryker CorporationSYK3,304$1.2M0.09%
239Intel CorpINTC59,322$1.2M0.09%
240Transdigm Group IncTDG935$1.2M0.09%
241Otis Worldwide CorpOTIS12,571$1.2M0.08%
242Aon PLC ADRAON3,241$1.2M0.08%
243SPDR Gold SharesGLD4,783$1.2M0.08%
2443m COMMM8,870$1.1M0.08%
245Real Estate Select Sect SPDR81369Y86027,999$1.1M0.08%
246FlexShares STOXX Glbl Brd InfrFLEX20,865$1.1M0.08%
247Schwab US Aggregate Bd ETF80852483949,832$1.1M0.08%
248Chubb LtdCB4,094$1.1M0.08%
249Midcap SPDR Trust Series 1MDY1,983$1.1M0.08%
250Wal-Mart Stores Inc.WMT12,497$1.1M0.08%
251US Bancorp NewUSB-PS23,312$1.1M0.08%
252Schwab US Dividend Equity ETF80852479740,696$1.1M0.08%
253Lockheed Martin CorpLMT2,280$1.1M0.08%
254Chubb LtdCB3,996$1.1M0.08%
255Health Care Select Sector SPDR81369Y2098,022$1.1M0.08%
256Amphenol Corp03209510115,745$1.1M0.08%
257Vanguard Total World Stock Ind9220427429,256$1.1M0.08%
258Amgen IncAMGN4,168$1.1M0.08%
259Philip Morris International7181721098,812$1.1M0.08%
260iShares ESG MSCI USA46435G4258,221$1.1M0.08%
261Novartis Ag Spons ADRNVSEF10,826$1.1M0.08%
262Adobe IncADBE2,362$1.1M0.08%
263Ishares Russell 2000 ETF4642876554,751$1.0M0.08%
264WisdomTree MidCap DividendWT20,593$1.0M0.08%
265Utilities Select Sector SPDR81369Y88613,744$1.0M0.08%
266Vanguard Index Fund Mid-Cap9229086293,923$1.0M0.07%
267L3 Harris Technologies IncLHX4,900$1.0M0.07%
268Dupont De Nemours IncDD13,486$1.0M0.07%
269Ishares 3-7 Year Treasury Bond4642886618,825$1.0M0.07%
270Blackstone IncBX5,908$1.0M0.07%
271Vanguard Inter Term Corp Bond92206C87012,596$1.0M0.07%
272Autoliv IncALV10,746$1.0M0.07%
273Texas Instruments Inc8825081045,362$1.0M0.07%
274Vanguard Total International S92190976817,030$1.0M0.07%
275Golub Cap Bdc Inc38173M10265,987$1.0M0.07%
276Vanguard Total Bond Market ETF92193783513,761$989,5540.07%
277Wells Fargo & CO94974610114,060$987,5740.07%
278Nike Inc-Class BNKE13,020$985,2230.07%
279American Water Works CO Inc0304201037,895$982,8490.07%
280iShares Core High Dividend ETF46429B6638,606$966,1100.07%
281Schlumberger LtdSLB25,030$959,6500.07%
282Ishares S&P 500 Value ETF4642874085,021$958,4080.07%
283ConocophillipsCOP9,641$956,0980.07%
284SPDR S&P Dividend ETF78464A7637,230$955,0830.07%
285Servicenow IncNOW900$954,1080.07%
286Energy Select Sector SPDR81369Y50611,115$952,1340.07%
287Dicks Sporting Goods Inc2533931024,147$948,9000.07%
288Broadcom IncAVGO4,059$941,0390.07%
289AT&T IncT-PC41,303$940,4690.07%
290FlexShares Global Quality RealFLEX16,414$935,3220.07%
291Palo Alto NetworksPANW5,128$933,0910.07%
292Ishares MSCI Emerging Markets46434G76416,825$932,9460.07%
293WisdomTree SmallCap DividendWT27,011$927,8280.07%
294Ishares Russell Mid Cap ETF46428749910,490$927,3160.07%
295Amphenol Corp03209510113,233$919,0020.07%
296Ishares Core Emerging Markets46434G10317,565$917,2440.07%
297Norfolk Southern Corp6558441083,891$913,2180.07%
298Paccar IncPCAR8,719$906,9500.07%
299Vanguard Inter Term Corp Bond92206C87011,188$898,0610.06%
300Autoliv IncALV9,559$896,5390.06%
301IntuitINTU1,405$883,0430.06%
302Boeing COBA-PA4,930$872,6100.06%
303ComCast Corp-Cl ACCZ23,147$868,6930.06%
304Fiserv IncFISV4,141$850,6440.06%
305Roper Technologies IncROP1,620$842,1570.06%
306Ishares S&P 500 Growth ETF4642873098,294$842,0900.06%
307iShares Short-Term National Mu4642881587,955$839,0930.06%
308Schwab International Equity ET80852480545,208$836,3480.06%
309Tesla IncTSLA2,070$835,9490.06%
310Schwab U.S. Large-Cap Growth80852430029,983$835,6260.06%
311Exxon Mobil CorporationXOM7,712$829,5800.06%
312Dupont De Nemours IncDD10,859$827,9990.06%
313Tesla, Inc.TSLA1,992$804,4490.06%
314Paypal Holdings IncPYPL9,298$793,5840.06%
315Vanguard Short Term Corp Bond92206C40910,127$790,0070.06%
316First Trust Rising Dividend33738R50613,356$789,8740.06%
317Ishares Russell Midcap Growth4642874816,147$779,1320.06%
318Adobe IncADBE1,732$770,1860.06%
319Chipotle Mexican Grill IncCMG12,765$769,7300.06%
320Bank of New York Mellon Corp06405810010,015$769,4520.06%
321Agnico Eagle Mines LtdAEM9,741$761,8440.05%
322Intuitive Surgical IncISRG1,453$758,4080.05%
323Dow Inc ComDOW18,694$750,1900.05%
324Rbc Bearings IncRBC2,469$738,5770.05%
325Vanguard S&P 500 Etf9229083631,366$736,1180.05%
326WisdomTree SmallCap Dividend EWT21,400$735,0900.05%
327NBT Bancorp Inc.NBTB15,322$731,7710.05%
328IQVIA Holdings IncIQV3,718$730,6240.05%
329Fiserv IncFISV3,508$720,6130.05%
330Ishares Msci Emerging Mkt ETF46428723417,129$716,3260.05%
331Fortive CorpFTV9,528$714,6000.05%
332Vaneck ETF Trust Agribusiness92189F70011,058$713,4900.05%
333Medtronic PLCMDT8,900$710,9320.05%
334Norfolk Southern Corp6558441082,974$697,9980.05%
335Kimberly Clark CorpKMB5,273$690,9740.05%
336Otis Worldwide CorpOTIS7,455$690,4080.05%
337Vaneck ETF Trust Agribusiness92189F70010,536$679,7830.05%
338Intl Business Machines Corp.INTR3,060$672,6130.05%
339Zoetis IncZTS4,120$671,2720.05%
340Materials Select SPDR Fund81369Y1007,977$671,1850.05%
341Altria Group IncMO12,771$667,7960.05%
342SPDR Portfolio Developed Wld e78463X88919,538$666,8320.05%
343Ishares Russell 2000 Growth ET4642876482,315$666,3030.05%
344Sysco CorporationSYY8,656$661,8380.05%
345Sysco CorpSYY8,655$661,7610.05%
346First Trust Value Line Dividen33734H10615,000$654,6000.05%
347Ishares Barclays Mbs Bond ETF4642885887,116$652,3950.05%
348CVS Health CorpCVS14,510$651,3540.05%
349Ecolab IncECL2,760$646,7230.05%
350Schwab US Aggregate Bd ETF80852483928,232$640,8660.05%
351T-Mobile US IncTMUSZ2,900$640,1170.05%
352Fortive CorpFTV8,476$635,6650.05%
353Amplify CWP Enhanced Dividend03210840915,691$635,1720.05%
354Nucor CorpNUE5,442$635,1360.05%
355O'Reilly Automotive Inc67103H107535$634,4030.05%
356Ishares Russell 2000 Growth ET4642876482,187$629,4620.05%
357SPDR Portfolio Intermediate Te78464A37519,046$623,9470.05%
358First Trust Value Line Div Index33734H10614,100$615,3240.04%
359Vanguard Total Stock Market ET9229087692,122$615,0640.04%
360SPDR Gold TrustGLD2,522$610,6520.04%
361United Parcel Service Cl BUPS4,829$608,9370.04%
362Accenture PLC Cl AACN1,730$608,5970.04%
363Ionis Pharmaceuticals IncIONS17,050$596,0680.04%
364The Procter & Gamble Company7427181093,546$594,4070.04%
365Clorox CompanyCLX3,623$588,4110.04%
366The Hershey CompanyHSY3,462$586,2900.04%
367Marriott International Inc5719032022,088$582,4270.04%
368Ishares National Muni Bond ETF4642884145,405$575,9030.04%
369Consumer Staples Select Sector81369Y3087,280$572,3030.04%
370Starbucks CorpSBUX6,254$570,6780.04%
371Schwab U.S. Small-Cap80852460722,006$569,0750.04%
372Vaneck Vectors Gold Miners ETF92189F10616,767$568,5690.04%
373Vanguard Ftse All-World Ex-USI9220427759,761$560,3790.04%
374Becton DickinsonBDX2,464$559,0080.04%
375Starbucks CorpSBUX6,105$557,0810.04%
376IShares Core Intnl Agg Bond ET46435G67211,130$555,6100.04%
377Ishares DJ US Telcom Sector ET46428771320,701$555,4080.04%
378Dimensional World ex U.S. Core E25434V88022,194$551,7430.04%
379US Bancorp NewUSB-PS11,535$551,7190.04%
380American Water Works CO Inc0304201034,388$546,2620.04%
381Schlumberger LtdSLB14,228$545,5020.04%
382Metlife IncMET-PF6,595$539,9990.04%
383Duke Energy CorpDUKB5,001$538,8080.04%
384Vanguard Short Term Bond ETF9219378276,928$535,3270.04%
385US BANCORP DELUSB-PS11,184$534,9260.04%
386Fastenal COFAST7,390$531,4150.04%
387GE Vernova IncGEV1,614$530,8930.04%
388Masco CorpMAS7,222$524,1010.04%
389ComCast Corp-Cl ACCZ13,855$519,9780.04%
390Enterprise Prods Partners LP29379210716,100$504,8960.04%
391iShares MSCI USA ESG Select ET4642888024,145$503,9910.04%
392Dow Inc ComDOW12,549$503,5910.04%
393Schwab US Small Cap ETF80852460719,396$501,5810.04%
394First Trust DW Dynamic Focus 533738R87813,607$497,2390.04%
395Gilead Sciences IncGILD5,376$496,5810.04%
396TE Connectivity PLCTEL3,464$495,2480.04%
397Intuitive Surgical IncISRG943$492,2080.04%
398Vanguard FTSE Developed Market92194385810,155$485,6120.04%
399Shell PLC Spon ADSRYDAF7,750$485,5380.04%
400Illinois Tool Wks Inc4523081091,912$484,8070.03%
401JPMorgan Chase & Co.VYLD2,019$484,0260.03%
402SPDR Preferred Stock ETF78464A29214,636$482,8420.03%
403Dominion Resources IncD8,954$482,2620.03%
404Ishares Msci Eafe Value4642888779,106$477,7920.03%
405Ishares Msci Eafe Small Cap ET4642882737,820$475,0650.03%
406Schwab U.S. Large-Cap80852420120,445$473,9150.03%
407Ishares DJ US Telcom Sector ET46428771317,642$473,3350.03%
408Sysco CorpSYY6,155$470,6110.03%
409Corteva Inc ComCTVA8,245$469,6350.03%
410Vanguard Real Estate ETF9229085535,186$461,9690.03%
411First Trust Enhanced Short Matur33739Q4087,680$459,0340.03%
412Southern CompanySOMN5,459$449,3850.03%
413Technology Select Sect SPDR81369Y8031,903$442,4860.03%
414Ishares Tr 10 Yr Invst Grd4642895118,845$436,9430.03%
415ConocophillipsCOP4,380$434,3650.03%
416Truist Financial Corporation89832Q10910,010$434,2340.03%
417iShares KLD 400 Social Index4642885703,936$433,9440.03%
418Ishares Core Total U.S. Aggreg4642872264,443$430,5270.03%
419Aflac IncAFL4,119$426,0690.03%
420Emerson Elec COEMR3,410$422,6010.03%
421iShares U.S. Treasury Bond46429B26718,300$420,5340.03%
422Xylem IncXYL3,580$415,3520.03%
423Accenture PLC Cl AACN1,178$414,4090.03%
424Vanguard Mid-Cap Growth Index9229085381,633$414,3740.03%
425First Trust ISE Water Index Fd33733B1004,052$413,5070.03%
426General Dynamics CorpGD1,564$412,0980.03%
427Microchip Technology IncMCHPP7,180$411,7730.03%
428Dominion Resources IncD7,571$407,7740.03%
429Intel CorpINTC20,270$406,4140.03%
430Liberty Media Corp DelFWONB4,366$404,5540.03%
431SPDR Portfolio Emerging Market78463X50910,535$404,2280.03%
432Vanguard Mid-Cap Index Fd ETF Sh9229086291,526$403,0620.03%
433Jacobs Solutions IncJ2,975$397,5200.03%
434Microsoft CorporationMSFT934$393,8620.03%
435Bank of America Corp0605051048,911$391,6380.03%
436Ishares Russell 1000 Growth ET464287614970$389,5330.03%
437Johnson & JohnsonJNJ2,640$381,7970.03%
438First Trust Low Duration33739Q2007,791$379,1880.03%
439JPMorgan Municipal ETF46641Q6477,545$378,3820.03%
440Sherwin Williams COSHW1,102$374,6030.03%
441SPDR Gold TrustGLD1,518$367,5530.03%
442Charles Schwab CorpSCHW-PJ4,922$364,2770.03%
443iShares MSCI Emerg Mkt Min Vol4642865336,280$364,1770.03%
444Taiwan Semiconductor Spons ADR8740391001,827$360,8140.03%
445IShares Russell Top 200 Growth4642894381,530$359,9630.03%
446Schwab U.S. Mid-Cap80852450812,978$359,6200.03%
447Applied Materials Inc0382221052,210$359,4120.03%
448Fedex CorporationFDX1,273$358,1330.03%
449Gilead Sciences IncGILD3,840$354,7010.03%
450Ishares S&P Midcap 400/Grwth E4642876063,890$353,7180.03%
451Amgen IncAMGN1,354$352,9070.03%
452iShares MSCI EAFE Growth4642888853,641$352,5580.03%
453FlexShares Real Assets AllocatFLEX11,750$350,0610.03%
454Markel Group INC COMMKL199$343,5200.02%
455Analog Devices IncADI1,604$340,7860.02%
456CME Group Inc.CME1,454$337,6620.02%
457Invesco S&P 500 Equal Weight EIVZ1,926$337,4930.02%
458Northrop Grumman CorporationNOC711$333,6650.02%
459WisdomTree MidCap Dividend ETFWT6,519$332,2730.02%
460Ishares S&P Smallcap/600 Growt4642878872,444$330,8440.02%
461Intercontinental Exchange Inc45866F1042,217$330,3550.02%
462Boston Scientific CorpBSX3,689$329,5010.02%
463Communication Services Select81369Y8523,390$328,1860.02%
464Enbridge IncorporatedENNPF7,689$326,2440.02%
465D R Horton Inc23331A1092,325$325,0820.02%
466Vanguard Intermediate-Term Bon9219378194,345$324,7020.02%
467DTE Energy CoDTK2,684$324,0930.02%
468Flexshares Disciplined DuratioFLEX15,982$323,3960.02%
469Schwab US Mid-Cap ETF80852450811,622$322,0460.02%
470Pfizer Inc.PFE12,127$321,7330.02%
471FlexShares International QualiFLEX13,785$320,7770.02%
472First Solar IncFSLR1,820$320,7570.02%
473Zimmer Biomet Holdings IncZBH3,023$319,3190.02%
474Digital Realty Trust Inc REIT2538681031,776$314,9380.02%
475SPDR Dow Jones Industrial Aver78467X109735$312,7430.02%
476Schwab International80852480516,894$312,5390.02%
477Texas Pacific Land CorporationTPL281$310,7750.02%
478Verizon Communications Inc.VZ7,706$308,1660.02%
479General Mls Inc3703341044,735$301,9510.02%
480IShares Russell 1000 ETF464287622935$301,2200.02%
481Ishares Russell MidCap Value4642874732,308$298,5170.02%
482Vanguard Information Technolog92204A702480$298,4640.02%
483Vanguard Total International S9219097685,045$297,3020.02%
484Travelers Companies IncTRV1,225$295,0900.02%
485Vanguard Short-Term TIPS9220208056,086$294,6840.02%
486GSK PLC Sponsored ADRGLAXF8,511$287,8420.02%
487Clorox CompanyCLX1,760$285,8420.02%
488Cummins IncCMI813$283,4120.02%
489Vanguard Total Bond Market ETF9219378353,937$283,1100.02%
490Charles Schwab CorpSCHW-PJ3,814$282,2740.02%
491Corteva Inc ComCTVA4,935$281,0980.02%
492First Trust Senior Loan33738D3096,074$280,8620.02%
493Citigroup IncC-PR3,987$280,6450.02%
494Cigna Group1255231001,013$279,7300.02%
495Booking Hldgs IncBKNG56$278,2320.02%
496ProShares S&P 500 Div Aristocrat74348A4672,771$275,8530.02%
497Westinghouse Air Brake Technol9297401081,450$274,9060.02%
498Ishares 1-3 Year Treasury ETF4642874573,350$274,6330.02%
499Applied Materials Inc0382221051,675$272,4050.02%
500Raytheon Technologies CoRTX2,351$272,0580.02%