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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 2025 · Filed April 17, 2025 · Accession 0001140361-25-014423

Total Value
$1.38B
Positions
1,369
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1Microsoft CorpMSFT113,155$42.5M3.19%
2Microsoft CorpMSFT96,553$36.2M2.72%
3FlexShares Mstar Glbl Upstrm NFLEX933,531$36.2M2.72%
4Apple IncAAPL161,126$35.8M2.68%
5Apple IncAAPL121,090$26.9M2.02%
6Ishares MSCI EAFE Growth ETF464288885221,886$22.2M1.66%
7Trane Technologies Plc ADRTT56,587$19.1M1.43%
8JP Morgan Chase & COVYLD74,586$18.3M1.37%
9Ishares Core S&P US464287671131,311$16.7M1.25%
10Vanguard Value Etf92290874495,852$16.6M1.24%
11Lowes Cos Inc54866110767,976$15.9M1.19%
12Vanguard Total Stock Market92290876954,472$15.0M1.12%
13JP Morgan Chase & COVYLD60,205$14.8M1.11%
14McDonalds CorpMCD45,977$14.4M1.08%
15Procter & Gamble CO74271810983,410$14.2M1.07%
16Alphabet Inc Cl CGOOG87,905$13.7M1.03%
17Alphabet Inc Cl AGOOG88,265$13.6M1.02%
18Johnson & JohnsonJNJ74,685$12.4M0.93%
19Exxonmobil CorpXOM97,350$11.6M0.87%
20Alphabet Inc Cl AGOOG70,734$10.9M0.82%
21Deere & CODE21,834$10.2M0.77%
22Alphabet Inc Cl CGOOG65,400$10.2M0.77%
23SPDR S&P Dividend ETF78464A76375,162$10.2M0.76%
24Berkshire Hathaway Inc-Cl BBRK-A18,898$10.1M0.75%
25iShares TR 1-5 Yr Inv Gr Corp464288646184,880$9.7M0.73%
26Amazon.Com IncAMZN50,467$9.6M0.72%
27Abbott LabsABLZF69,606$9.2M0.69%
28NBT Bancorp IncNBTB212,460$9.1M0.68%
29Amazon.Com IncAMZN46,005$8.8M0.66%
30Vanguard Short-Term Corp Bond92206C409109,038$8.6M0.65%
31S&P Global IncSPGI16,532$8.4M0.63%
32Berkshire Hathaway Inc-Cl BBRK-A15,729$8.4M0.63%
33Automatic Data Processing IncADP27,356$8.4M0.63%
34Exxonmobil CorpXOM69,269$8.2M0.62%
35Chevron CorporationCVX49,197$8.2M0.62%
36Midcap SPDR Trust Series 1MDY15,304$8.2M0.61%
37IShares 0-5 Yr TIPs ETF46429B74776,783$7.9M0.60%
38Procter & Gamble CO74271810945,749$7.8M0.58%
39Costco Wholesale Corp22160K1057,953$7.5M0.56%
40Pepsico IncPEP49,714$7.5M0.56%
41SPDR S&P 500 ETF TrustSPY13,053$7.3M0.55%
42Ishares 1-3 Year Treasury ETF46428745785,373$7.1M0.53%
43Vanguard S&P 500 ETF92290836313,657$7.0M0.53%
44iShares Core US Aggregate Bond E46428722670,537$7.0M0.52%
45Wal Mart IncWMT79,199$7.0M0.52%
46Grainger W W Inc3848021047,031$6.9M0.52%
47Costco Wholesale Corp22160K1057,294$6.9M0.52%
48Schwab US Dividend Equity ETF808524797242,843$6.8M0.51%
49Lowes Cos Inc54866110728,547$6.7M0.50%
50RTX CorporationRTX49,393$6.5M0.49%
51Cisco Systems IncCSCO104,588$6.5M0.48%
52McDonalds CorpMCD20,229$6.3M0.47%
53Chevron CorporationCVX37,688$6.3M0.47%
54Johnson & JohnsonJNJ37,645$6.2M0.47%
55Ishares Russell 2000 ETF46428765529,871$6.0M0.45%
56FlexShares STOXX Glbl Brd InfrFLEX102,758$5.9M0.44%
57Abbvie IncABBV27,201$5.7M0.43%
58Unitedhealth Group IncUNH10,831$5.7M0.43%
59Vanguard Small-Cap Value92290861130,231$5.6M0.42%
60iShares Core Growth ETF46428986796,917$5.6M0.42%
61iShares Core MSCI Total Int'l St46432F83479,907$5.6M0.42%
62Nvidia CorpNVDA51,302$5.6M0.42%
63iShares 20 Year Treasury Bond46428743260,658$5.5M0.41%
64Intl. Business Machines CorpINTR22,017$5.5M0.41%
65Ishares Core Msci Eafe ETF46432F84271,180$5.4M0.40%
66Lilly Eli & COLLY6,488$5.4M0.40%
67Abbott LabsABLZF40,128$5.3M0.40%
68Ishares S&P Smll Cap 60046428788742,700$5.3M0.40%
69Abbvie IncABBV25,226$5.3M0.40%
70Deere & CODE11,101$5.2M0.39%
71Vaneck Faln Angl Hy Bnd92189F437178,618$5.2M0.39%
72Coca Cola COKO71,769$5.1M0.39%
73Caterpillar IncCAT15,494$5.1M0.38%
74Caterpillar IncCAT15,101$5.0M0.37%
75Danaher Corp23585110224,106$4.9M0.37%
76Honeywell International Inc43851610623,126$4.9M0.37%
77Oracle CorporationORCL-PD34,533$4.8M0.36%
78Merck & CO IncMRK52,952$4.8M0.36%
79RTX CorporationRTX34,958$4.6M0.35%
80Automatic Data Processing IncADP15,002$4.6M0.34%
81Intl. Business Machines CorpINTR18,244$4.5M0.34%
82Union Pac CorpUNP19,170$4.5M0.34%
83Ishares IBoxx High Yield Corpo46428851356,974$4.5M0.34%
84Ingersoll Rand IncIR55,614$4.5M0.33%
85Ishares Msci Eafe ETF46428746554,131$4.4M0.33%
86Pepsico IncPEP29,273$4.4M0.33%
87Union Pac CorpUNP18,431$4.4M0.33%
88TJX Cos Inc87254010935,725$4.4M0.33%
89General Dynamics CorpGD15,843$4.3M0.32%
90Ishares New York Muni Bond ETF46428832379,158$4.2M0.31%
91Nextera Energy IncNEE-PW58,436$4.1M0.31%
92Danaher Corp23585110219,829$4.1M0.30%
93TJX Cos Inc87254010933,133$4.0M0.30%
94Berkshire Hathaway Inc Class ABRK-A5$4.0M0.30%
95Ishares MSCI EAFE Growth ETF46428888539,550$4.0M0.30%
96Merck & CO IncMRK43,509$3.9M0.29%
97Cisco Systems IncCSCO61,883$3.8M0.29%
98Visa Inc Cl AV10,393$3.6M0.27%
99Wal Mart IncWMT41,338$3.6M0.27%
100Disney Walt CO New25468710636,576$3.6M0.27%
101Philip Morris International71817210922,636$3.6M0.27%
102iShares TR 1-5 Yr Inv Gr Corp46428864668,313$3.6M0.27%
103Qualcomm IncQCOM22,772$3.5M0.26%
104Palo Alto NetworksPANW19,705$3.4M0.25%
105Unitedhealth Group IncUNH6,414$3.4M0.25%
106Home Depot IncHD9,038$3.3M0.25%
107Marsh & McLennan Companies Inc57174810213,445$3.3M0.25%
108Technology Select Sect SPDR81369Y80315,307$3.2M0.24%
109Lockheed Martin CorpLMT7,075$3.2M0.24%
110Lilly Eli & COLLY3,802$3.1M0.24%
111Schwab International Equity ET808524805158,485$3.1M0.24%
112Thermo Fisher Scientific IncTMO6,021$3.0M0.22%
113Goldman Sachs Group IncGSCE5,448$3.0M0.22%
114Ishares Msci Emerging Mkt ETF46428723466,645$2.9M0.22%
115Marsh & McLennan Companies Inc57174810211,810$2.9M0.22%
116Materials Select SPDR Fund81369Y10033,407$2.9M0.22%
117American Express COAXP10,652$2.9M0.21%
118Meta Platforms IncMETA4,956$2.9M0.21%
119Ishares Msci Eafe Small Cap ET46428827344,743$2.8M0.21%
120FlexShares Mstar Glbl Upstrm NFLEX73,013$2.8M0.21%
121Uber Technologies IncUBER38,505$2.8M0.21%
122Linde PLCLIN6,022$2.8M0.21%
123Pfizer IncPFE108,766$2.8M0.21%
124Ishares Core S&P Mid-Cap ETF46428750745,317$2.6M0.20%
125IShares 0-5 Yr TIPs ETF46429B74724,842$2.6M0.19%
126Bristol Myers Squibb COCELG-RI40,628$2.5M0.19%
127Paychex IncPAYX15,879$2.4M0.18%
128Ishares Core S&P 500 ETF4642872004,350$2.4M0.18%
129Salesforce IncCRM8,883$2.4M0.18%
130Home Depot IncHD6,488$2.4M0.18%
131SPDR Portfolio Developed Wld e78463X88964,659$2.4M0.18%
132Mondelez International Inc60920710534,506$2.3M0.18%
133Visa Inc Cl AV6,647$2.3M0.17%
134Bank of America Corp06050510455,724$2.3M0.17%
135Allegion PLCALLE17,804$2.3M0.17%
136Carrier Global CorporationCARR36,385$2.3M0.17%
137Disney Walt CO New25468710623,327$2.3M0.17%
138T Rowe Price Group IncTROW25,050$2.3M0.17%
139Apple Inc.AAPL10,277$2.3M0.17%
140Mastercard Inc Cl AMA4,155$2.3M0.17%
141Verizon CommunicationsVZ49,980$2.3M0.17%
142Oracle CorporationORCL-PD16,125$2.3M0.17%
143Dimensional U.S. Equity ETF25434V40136,959$2.2M0.17%
144Ishares Nasdaq Biotech ETF46428755617,439$2.2M0.17%
145Bristol Myers Squibb COCELG-RI36,535$2.2M0.17%
146Ishares S&P Pref Stk ETF46428868771,877$2.2M0.17%
147Netflix IncNFLX2,364$2.2M0.17%
148Vanguard InfoTechnology92204A7024,053$2.2M0.16%
149Nextera Energy IncNEE-PW30,938$2.2M0.16%
150Vaneck Vectors Gold Miners ETF92189F10647,514$2.2M0.16%
151WisdomTree MidCap Dividend ETFWT43,843$2.2M0.16%
152Novartis Ag Spons ADRNVSEF19,238$2.1M0.16%
153Blackrock IncBLK2,256$2.1M0.16%
154iShares Core S&P 5004642872003,786$2.1M0.16%
155Aflac IncAFL19,118$2.1M0.16%
156AT&T IncT-PC75,105$2.1M0.16%
157Goldman Sachs Group IncGSCE3,809$2.1M0.16%
158CVS Health CorpCVS30,247$2.0M0.15%
159Thermo Fisher Scientific IncTMO4,103$2.0M0.15%
160Nvidia CorpNVDA18,662$2.0M0.15%
161Vanguard Total International S92190976831,680$2.0M0.15%
162Meta Platforms IncMETA3,382$1.9M0.15%
163NBT Bancorp IncNBTB45,246$1.9M0.15%
164Altria Group IncMO32,317$1.9M0.15%
165Sherwin Williams COSHW5,543$1.9M0.15%
166Utilities Select Sector SPDR81369Y88624,521$1.9M0.15%
167Eaton Corp PLCETN7,096$1.9M0.14%
168Ishares Msci Eafe ETF46428746523,539$1.9M0.14%
169General Mls Inc37033410431,123$1.9M0.14%
170Ishares Core Emerging Markets46434G10334,436$1.9M0.14%
171Berkshire Hathaway Inc.BRK-A3,453$1.8M0.14%
172Consumer Discretionary Selt81369Y4079,237$1.8M0.14%
173American Express COAXP6,717$1.8M0.14%
174Vanguard Intermediate-Term Bon92193781923,280$1.8M0.13%
175Intercontinental Exchange Inc45866F10410,316$1.8M0.13%
176Qualcomm IncQCOM11,325$1.7M0.13%
177Colgate Palmolive COCL17,653$1.7M0.12%
178Eaton Corp PLCETN6,078$1.7M0.12%
179IShares Core Intnl Agg Bond ET46435G67232,845$1.6M0.12%
180Mondelez International Inc60920710524,199$1.6M0.12%
181Aberdeen Std Physical Swiss Gold26922Y10554,979$1.6M0.12%
182Wells Fargo & CO94974610122,835$1.6M0.12%
183Analog Devices IncADI8,126$1.6M0.12%
184Pfizer IncPFE64,045$1.6M0.12%
185Schwab US Small Cap ETF80852460768,973$1.6M0.12%
186Vanguard Short Term Bond ETF92193782720,478$1.6M0.12%
187Morgan StanleyMS-PQ13,647$1.6M0.12%
188Target CorpTGT15,225$1.6M0.12%
189Air Products & Chemicals IncAIIR5,372$1.6M0.12%
190Quanta Services Incorporated74762E1026,153$1.6M0.12%
191Ecolab IncECL6,043$1.5M0.11%
192Stryker CorporationSYK4,041$1.5M0.11%
193Verizon CommunicationsVZ32,961$1.5M0.11%
194Emerson Elec COEMR13,633$1.5M0.11%
195iShares MSCI Emerg Mkt Min Vol46428653325,591$1.5M0.11%
196Carrier Global CorporationCARR23,472$1.5M0.11%
197S&P Global IncSPGI2,884$1.5M0.11%
198Salesforce IncCRM5,454$1.5M0.11%
199SPDR S&P 500 ETF TrustSPY2,609$1.5M0.11%
200Real Estate Select Sect SPDR81369Y86034,855$1.5M0.11%
201Southern CompanySOMN15,717$1.4M0.11%
202SPDR S&P Regional Banking ETF78464A69825,391$1.4M0.11%
203GE Aerospace3696043017,198$1.4M0.11%
204Ishares New York Muni Bond ETF46428832327,082$1.4M0.11%
205Coca Cola COKO19,892$1.4M0.11%
206United Parcel Service Cl BUPS12,899$1.4M0.11%
207SPDR Gold SharesGLD4,896$1.4M0.11%
208Novo Nordisk As Spons ADRNONOF20,200$1.4M0.11%
209Palo Alto NetworksPANW8,197$1.4M0.10%
210Amphenol Corp03209510121,263$1.4M0.10%
211Prudential Finl IncPUKPF12,447$1.4M0.10%
212Vanguard Mid-Cap Growth Index9229085385,680$1.4M0.10%
213Ishares Nasdaq Biotech ETF46428755610,852$1.4M0.10%
214Target CorpTGT13,227$1.4M0.10%
215Ishares Core S&P Small-Cap ETF46428780413,065$1.4M0.10%
216iShares Tr Intrm Gov Cr ETF46428861212,847$1.4M0.10%
217JPMorgan Municipal ETF46641Q64726,995$1.3M0.10%
218Philip Morris International7181721098,483$1.3M0.10%
219Financial Select Sector SPDR81369Y60527,028$1.3M0.10%
220Prudential Finl IncPUKPF12,036$1.3M0.10%
221Canadian National Railway Comp13637510213,685$1.3M0.10%
222Ishares Core Msci Eafe ETF46432F84217,475$1.3M0.10%
223Nike Inc-Class BNKE20,749$1.3M0.10%
224Mastercard Inc Cl AMA2,382$1.3M0.10%
225SPDR Dow Jones Industrial Aver78467X1093,085$1.3M0.10%
226Transdigm Group IncTDG935$1.3M0.10%
227First Trust DW Focus 533738R60523,533$1.3M0.10%
228Aon PLC ADRAON3,226$1.3M0.10%
2293m COMMM8,760$1.3M0.10%
230Pimco Corporate & Income OpporPTY88,400$1.3M0.10%
231Amgen IncAMGN4,101$1.3M0.10%
232Netflix IncNFLX1,350$1.3M0.09%
233Boeing COBA-PA7,350$1.3M0.09%
234Honeywell International Inc4385161065,890$1.2M0.09%
235Ishares Iboxx High Yield46428851315,764$1.2M0.09%
236AT&T IncT-PC43,828$1.2M0.09%
237Otis Worldwide CorpOTIS11,986$1.2M0.09%
238FlexShares STOXX Glbl Brd InfrFLEX21,140$1.2M0.09%
239Trane Technologies Plc ADRTT3,614$1.2M0.09%
240SPDR S&P Regional Banking ETF78464A69821,396$1.2M0.09%
241Microchip Technology IncMCHPP24,933$1.2M0.09%
242Ishares Total Usd Bond46434V61326,137$1.2M0.09%
243Vanguard Real Estate ETF92290855313,192$1.2M0.09%
244Linde PLCLIN2,524$1.2M0.09%
245Intel CorpINTC51,143$1.2M0.09%
246Chubb LtdCB3,836$1.2M0.09%
247Industrial Select Sector SPDR81369Y7048,804$1.2M0.09%
248Real Estate Select Sect SPDR81369Y86027,518$1.2M0.09%
249T Rowe Price Group IncTROW12,494$1.1M0.09%
250Midcap SPDR Trust Series 1MDY2,151$1.1M0.09%
251American Water Works CO Inc0304201037,735$1.1M0.09%
252Schwab US Dividend Equity ETF80852479740,516$1.1M0.08%
253Brookfield Asset Mgmt Inc Cl A11300410523,342$1.1M0.08%
254Ishares Core S&P Mid-Cap ETF46428750719,345$1.1M0.08%
255Texas Instruments Inc8825081046,184$1.1M0.08%
256Novartis Ag Spons ADRNVSEF9,943$1.1M0.08%
257Vanguard Inter Term Corp Bond92206C87013,451$1.1M0.08%
258Schwab US Aggregate Bd ETF80852483947,212$1.1M0.08%
259Utilities Select Sector SPDR81369Y88613,744$1.1M0.08%
260Chubb LtdCB3,581$1.1M0.08%
261Schlumberger LtdSLB25,828$1.1M0.08%
262Air Products & Chemicals IncAIIR3,610$1.1M0.08%
263FlexShares Global Quality RealFLEX18,015$1.0M0.08%
264Wal-Mart Stores Inc.WMT11,873$1.0M0.08%
265Grainger W W Inc3848021041,049$1.0M0.08%
266Broadcom IncAVGO6,160$1.0M0.08%
267L3 Harris Technologies IncLHX4,900$1.0M0.08%
268Broadcom IncAVGO6,105$1.0M0.08%
269Agnico Eagle Mines LtdAEM9,408$1.0M0.08%
270iShares Core High Dividend ETF46429B6638,391$1.0M0.08%
271WisdomTree MidCap DividendWT20,383$1.0M0.08%
272US Bancorp NewUSB-PS23,515$992,8030.07%
273Ishares Russell 2000 ETF4642876554,972$991,8380.07%
274Vanguard Ftse Emerging Markets92204285821,900$991,1940.07%
275CVS Health CorpCVS14,628$991,0750.07%
276SPDR S&P Dividend ETF78464A7637,230$980,9660.07%
277Servicenow IncNOW1,223$973,6790.07%
278Texas Instruments Inc8825081045,407$971,6380.07%
279Health Care Select Sector SPDR81369Y2096,639$969,3600.07%
280Lockheed Martin CorpLMT2,157$963,4770.07%
281Ishares Core Total U.S. Aggreg4642872269,663$955,8640.07%
282Ishares S&P 500 Value ETF4642874085,015$955,7590.07%
283Roper Technologies IncROP1,620$955,1200.07%
284Autoliv IncALV10,746$950,4840.07%
285iShares ESG MSCI USA46435G4257,793$950,0350.07%
286Vanguard Index Fund Mid-Cap9229086293,628$938,2730.07%
287Exxon Mobil CorporationXOM7,889$938,1870.07%
288Fiserv IncFISV4,243$936,9820.07%
289GE Aerospace3696043014,659$932,4990.07%
290Dupont De Nemours IncDD12,481$932,0810.07%
291Energy Select Sector SPDR81369Y5069,815$917,2120.07%
292Vanguard Inter Term Corp Bond92206C87011,188$914,7310.07%
293Wells Fargo & CO94974610112,695$911,3660.07%
294Ishares Core Emerging Markets46434G10316,656$898,9240.07%
295Vanguard Total Bond Market ETF92193783512,221$897,6320.07%
296Schwab International Equity ET80852480545,208$894,2140.07%
297Fiserv IncFISV4,041$892,3740.07%
298Ishares Russell Mid Cap ETF46428749910,160$864,3110.06%
299SPDR Gold TrustGLD2,945$848,5720.06%
300Paccar IncPCAR8,699$847,0220.06%
301Intuitive Surgical IncISRG1,710$846,9120.06%
302Autoliv IncALV9,559$845,4940.06%
303IntuitINTU1,374$843,6220.06%
304iShares Short-Term National Mu4642881587,955$840,0480.06%
305Bank of New York Mellon Corp0640581009,990$837,8610.06%
306WisdomTree SmallCap DividendWT25,787$824,3330.06%
307Dupont De Nemours IncDD10,860$811,0250.06%
308Intl Business Machines Corp.INTR3,250$808,1540.06%
309Vanguard S&P 500 Etf9229083631,561$802,2590.06%
310Ishares Msci Emerging Mkt ETF46428723418,119$791,7960.06%
311NBT Bancorp Inc.NBTB18,347$787,0930.06%
312Norfolk Southern Corp6558441083,309$783,7370.06%
313T-Mobile US IncTMUSZ2,900$773,4590.06%
314Boeing COBA-PA4,476$763,3820.06%
315Rbc Bearings IncRBC2,360$759,3770.06%
316Otis Worldwide CorpOTIS7,324$755,8370.06%
317First Trust Rising Dividend33738R50612,909$755,7530.06%
318Medtronic PLCMDT8,400$754,8240.06%
319Ishares S&P 500 Growth ETF4642873098,089$750,9020.06%
320Altria Group IncMO12,451$747,3090.06%
321O'Reilly Automotive Inc67103H107521$746,3740.06%
322Medtronic PLCMDT8,267$742,8730.06%
323ConocophillipsCOP7,058$741,2310.06%
324Vaneck ETF Trust Agribusiness92189F70010,845$736,2670.06%
325Kimberly Clark CorpKMB5,173$735,7040.06%
326Ishares Russell Midcap Growth4642874816,147$722,2110.05%
327Vaneck ETF Trust Agribusiness92189F70010,568$717,4910.05%
328SPDR Portfolio Developed Wld e78463X88919,538$711,3790.05%
329ComCast Corp-Cl ACCZ19,102$704,8640.05%
330WisdomTree SmallCap Dividend EWT21,685$693,0530.05%
331Materials Select SPDR Fund81369Y1008,012$688,8590.05%
332FlexShares Real Assets AllocatFLEX21,965$683,7860.05%
333Dicks Sporting Goods Inc2533931023,391$683,4900.05%
334Norfolk Southern Corp6558441082,878$681,6540.05%
335Zoetis IncZTS4,120$678,3580.05%
336Schwab U.S. Large-Cap Growth80852430026,830$671,8230.05%
337Nike Inc-Class BNKE10,566$670,7300.05%
338Amplify CWP Enhanced Dividend03210840916,116$657,0490.05%
339Ecolab IncECL2,580$654,0820.05%
340Sysco CorporationSYY8,656$649,5460.05%
341Sysco CorpSYY8,655$649,4710.05%
342American Water Works CO Inc0304201034,388$647,3180.05%
343Schwab US Aggregate Bd ETF80852483927,802$643,8940.05%
344Nucor CorpNUE5,279$635,2750.05%
345Becton DickinsonBDX2,750$629,9150.05%
346Adobe IncADBE1,636$627,4550.05%
347Intuitive Surgical IncISRG1,259$623,5450.05%
348Ishares MSCI Emerging Markets46434G76411,085$610,6730.05%
349Charles Schwab CorpSCHW-PJ7,766$607,9220.05%
350Corteva Inc ComCTVA9,633$606,2050.05%
351The Procter & Gamble Company7427181093,548$604,6960.05%
352Vanguard Ftse All-World Ex-USI9220427759,767$592,4660.04%
353The Hershey CompanyHSY3,462$592,1060.04%
354SPDR Portfolio Intermediate Te78464A37517,686$587,8830.04%
355Vanguard Total Stock Market ET9229087692,122$583,2940.04%
356Duke Energy CorpDUKB4,781$583,1390.04%
357Schlumberger LtdSLB13,941$582,7340.04%
358Starbucks CorpSBUX5,939$582,5570.04%
359Dimensional World ex U.S. Core E25434V88022,194$581,6330.04%
360First Trust Value Line Div Index33734H10612,967$578,2990.04%
361Gilead Sciences IncGILD5,149$576,9450.04%
362Ishares National Muni Bond ETF4642884145,405$569,9030.04%
363Chipotle Mexican Grill IncCMG11,328$568,7790.04%
364Shell PLC Spon ADSRYDAF7,750$567,9200.04%
365Ishares DJ US Telcom Sector ET46428771320,701$567,0000.04%
366Starbucks CorpSBUX5,780$566,9600.04%
367Ishares Russell 2000 Growth ET4642876482,187$558,8440.04%
368Fastenal COFAST7,140$553,7070.04%
369Enterprise Prods Partners LP29379210716,100$549,6540.04%
370Golub Cap Bdc Inc38173M10235,987$544,8430.04%
371Intercontinental Exchange Inc45866F1043,148$543,0300.04%
372Paypal Holdings IncPYPL8,291$540,9880.04%
373ComCast Corp-Cl ACCZ14,638$540,1410.04%
374Accenture PLC Cl AACN1,724$537,9570.04%
375Clorox CompanyCLX3,626$533,9290.04%
376Ishares Msci Eafe Small Cap ET4642882738,330$529,2050.04%
377Consumer Staples Select Sector81369Y3086,421$524,4030.04%
378Metlife IncMET-PF6,511$522,7680.04%
379Tesla, Inc.TSLA2,012$521,4300.04%
380Vanguard FTSE Developed Market92194385810,155$516,1790.04%
381Ionis Pharmaceuticals IncIONS17,050$514,3990.04%
382Schwab U.S. Small-Cap80852460721,890$513,0760.04%
383Ishares Barclays Mbs Bond ETF4642885885,470$512,9770.04%
384Ishares Msci Eafe Value4642888778,701$512,8590.04%
385Dow Inc ComDOW14,511$506,7240.04%
386Amphenol Corp0320951017,692$504,5180.04%
387Dow Inc ComDOW14,357$501,3460.04%
388Southern CompanySOMN5,434$499,6560.04%
389JPMorgan Chase & Co.VYLD2,019$495,3130.04%
390Fortive CorpFTV6,671$488,1840.04%
391Fortive CorpFTV6,543$478,8220.04%
392Ishares DJ US Telcom Sector ET46428771317,466$478,3940.04%
393iShares MSCI USA ESG Select ET4642888024,138$475,3320.04%
394SPDR Preferred Stock ETF78464A29214,636$474,0600.04%
395U S Bancorp DelUSB-PS11,191$472,4690.04%
396Illinois Tool Wks Inc4523081091,902$471,7150.04%
397United Parcel Service Cl BUPS4,288$471,6370.04%
398Vanguard Real Estate ETF9229085535,171$468,1820.04%
399Dominion Resources IncD8,323$466,6710.04%
400Marriott International Inc5719032021,953$465,2050.03%
401Truist Financial Corporation89832Q10911,267$463,6370.03%
402Intel CorpINTC20,270$460,3320.03%
403ConocophillipsCOP4,380$459,9880.03%
404Sysco CorpSYY6,112$458,6440.03%
405Aflac IncAFL4,119$457,9920.03%
406iShares MSCI Emerg Mkt Min Vol4642865337,846$457,7360.03%
407Schwab US Mid-Cap ETF80852450817,137$448,9890.03%
408Schwab US Small Cap ETF80852460719,103$447,5830.03%
409Johnson & JohnsonJNJ2,640$437,8180.03%
410First Trust Enhanced Short Matur33739Q4087,280$435,6070.03%
411GSK PLC Sponsored ADRGLAXF11,202$433,9650.03%
412Ishares Russell 2000 Growth ET4642876481,694$432,8680.03%
413Taiwan Semiconductor Spons ADR8740391002,603$432,0980.03%
414Vaneck Vectors Gold Miners ETF92189F1069,364$430,4630.03%
415Gilead Sciences IncGILD3,840$430,2720.03%
416First Trust DW Dynamic Focus 533738R87812,170$428,1410.03%
417Xylem IncXYL3,580$427,6670.03%
418Schwab U.S. Large-Cap80852420119,145$422,7220.03%
419Amgen IncAMGN1,354$421,8390.03%
420General Dynamics CorpGD1,542$420,3180.03%
421SPDR Gold TrustGLD1,451$418,0910.03%
422Vanguard Mid-Cap Growth Index9229085381,701$416,1330.03%
423Adobe IncADBE1,085$416,1300.03%
424TE Connectivity PLCTEL2,913$411,6650.03%
425First Trust ISE Water Index Fd33733B1004,052$408,0770.03%
426IQVIA Holdings IncIQV2,302$405,8430.03%
427iShares U.S. Treasury Bond46429B26717,608$404,7090.03%
428iShares KLD 400 Social Index4642885703,936$403,0860.03%
429Schwab Fundamental Intl Lg Co80852475510,980$396,8170.03%
430Dominion Resources IncD7,071$396,4710.03%
431Ishares 3-7 Year Treasury Bond4642886613,350$395,7520.03%
432Liberty Media Corp DelFWONB4,366$392,9840.03%
433Technology Select Sect SPDR81369Y8031,903$392,9310.03%
434Ishares Tr 10 Yr Invst Grd4642895117,755$389,5340.03%
435SPDR Portfolio Emerging Market78463X5099,868$388,5030.03%
436Vanguard Mid-Cap Index Fd ETF Sh9229086291,495$386,6370.03%
437CME Group Inc.CME1,453$385,4660.03%
438Blackrock IncBLK399$377,6460.03%
439JPMorgan Municipal ETF46641Q6477,545$377,2500.03%
440Emerson Elec COEMR3,410$373,8720.03%
441Boston Scientific CorpBSX3,689$372,1460.03%
442DTE Energy CoDTK2,684$371,1170.03%
443First Trust Low Duration33739Q2007,538$370,5680.03%
444Vanguard Total Bond Market ETF9219378355,001$367,3230.03%
445Markel Group INC COMMKL194$362,7040.03%
446US Bancorp NewUSB-PS8,589$362,6280.03%
447Ball CorpBALL6,843$356,3150.03%
448iShares MSCI EAFE Growth4642888853,528$352,8090.03%
449Copart IncCPRT6,225$352,2730.03%
450Northrop Grumman CorporationNOC686$351,2390.03%
451Microsoft CorporationMSFT935$351,1150.03%
452GE Vernova IncGEV1,148$350,4610.03%
453Bank of America Corp0605051048,396$350,3650.03%
454Verizon Communications Inc.VZ7,723$350,3240.03%
455Ishares Russell 1000 Growth ET464287614940$339,4250.03%
456Jacobs Solutions IncJ2,775$335,4700.03%
457Invesco S&P 500 Equal Weight EIVZ1,926$333,6410.03%
458Microchip Technology IncMCHPP6,844$331,3180.02%
459Enbridge IncorporatedENNPF7,457$330,4200.02%
460Communication Services Select81369Y8523,390$326,9660.02%
461JPMorgan Equity Premium Income46641Q3325,703$325,8690.02%
462WisdomTree MidCap Dividend ETFWT6,549$324,3060.02%
463Ishares S&P Midcap 400/Grwth E4642876063,890$323,9590.02%
464IShares Russell Top 200 Growth4642894381,530$322,7380.02%
465Analog Devices IncADI1,588$320,2520.02%
466FlexShares International QualiFLEX12,745$317,7330.02%
467Pfizer Inc.PFE12,536$317,6570.02%
468Alphabet Inc. Class AGOOG2,050$317,0120.02%
469Vanguard Total International S9219097685,045$313,2950.02%
470Vanguard Intermediate-Term Bon9219378194,085$312,7880.02%
471Raytheon Technologies CoRTX2,351$311,4130.02%
472Ishares Tr High Yield Systemat46435G2506,575$309,6170.02%
473SPDR Dow Jones Industrial Aver78467X109735$308,6120.02%
474Martin Marietta Matls Inc573284106645$308,3940.02%
475Alphabet Inc. Class CGOOG1,956$305,5860.02%
476Ishares S&P Smallcap/600 Growt4642878872,454$305,5230.02%
477Schwab U.S. Mid-Cap80852450811,643$305,1200.02%
478General Mls Inc3703341045,046$301,6960.02%
479Travelers Companies IncTRV1,136$300,4270.02%
480Masco CorpMAS4,301$299,0920.02%
481McKesson CorpMCK444$298,8080.02%
482Charles Schwab CorpSCHW-PJ3,792$296,8380.02%
483AT&T, Inc.T-PC10,495$296,7970.02%
484GE Healthcare Technologies IncGEHC3,627$292,7350.02%
485Ishares Russell MidCap Value4642874732,308$290,7390.02%
486Cigna Group125523100875$287,8750.02%
487IShares Russell 1000 ETF464287622935$286,8020.02%
488ProShares S&P 500 Div Aristocrat74348A4672,771$283,1500.02%
489Citigroup IncC-PR3,960$281,1200.02%
490Schwab International80852480514,152$279,9270.02%
491Texas Pacific Land CorporationTPL211$279,5730.02%
492Yum! Brands IncYUM1,763$277,4260.02%
493Ishares 1-3 Year Treasury ETF4642874573,350$277,1460.02%
494Schwab Fundamental US Broad Mk80852478911,955$275,0850.02%
495Zimmer Biomet Holdings IncZBH2,412$272,9900.02%
496Allstate CorpALL-PJ1,309$271,0550.02%
497SPDR Tr Bloomberg 1-3 MO ETF78468R6632,935$269,2280.02%
498Becton DickinsonBDX1,171$268,2290.02%
499Sherwin Williams COSHW764$266,7810.02%
500Westinghouse Air Brake Technol9297401081,450$262,9580.02%