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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 Q1 2025 · Filed April 24, 2025 · Accession 0001140361-25-015315

Total Value
$1.44B
Positions
833
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES RUSSELL 1000 VALUE (MKT)464287598775,153$145.9M10.18%
2VANGUARD TOTAL BOND MARKET ETF9219378351,732,425$127.2M8.88%
3ISHARES RUSSELL 1000 GROWTH464287614348,143$125.7M8.78%
4VANGUARD FTSE DEVELOPED MARKETS9219438581,936,524$98.4M6.87%
5ISHARES RUSSELL MID-CAP (MKT)4642874991,112,345$94.6M6.61%
6ISHARES SHORT TREASURY BOND ETF464288679817,631$90.3M6.30%
7VANGUARD SHORT-TERM CORP BD IDX92206C409721,264$56.9M3.97%
8JP MORGAN CHASE & COVYLD195,339$47.9M3.35%
9SPDR GOLD SHARES (MKT)GLD130,832$37.7M2.63%
10JPMORGAN EQUITY PREMIUM INCOME46641Q332648,728$37.1M2.59%
11VANGUARD INTER-TRM TREAS INDEX92206C706597,735$35.5M2.48%
12APPLE INCAAPL158,399$35.2M2.46%
13WALMART INCWMT388,443$34.1M2.38%
14BUILDERS FIRSTSOURCE INCBLDR227,995$28.5M1.99%
15ISHARES S&P 100 (MKT)464287101100,896$27.3M1.91%
16ALPHABET INCGOOG173,597$27.1M1.89%
17SPDR S&P OIL & GAS EXPLOR &78468R556200,593$26.4M1.84%
18ISHARES CORE S&P SMALL-CAP (MKT)464287804238,919$25.0M1.74%
19ISHARES US HEALTHCARE (MKT)464287762389,938$23.7M1.66%
20TECHNOLOGY SELECT SECTOR SPDRR81369Y803103,666$21.4M1.49%
21SPDR S&P 500 (MKT)SPY29,732$16.6M1.16%
22GENERAL DYNAMICS CORPGD58,152$15.9M1.11%
23MICROSOFT CORPMSFT41,134$15.4M1.08%
24COMERICA INC200340107250,111$14.8M1.03%
25VALERO ENERGY CORP NEWVLO91,774$12.1M0.85%
26NVIDIA CORPNVDA75,795$8.2M0.57%
27BERKSHIRE HATHAWAY INCBRK-A9,848$5.2M0.37%
28COCA COLA COKO72,899$5.2M0.36%
29MERCK & CO INCMRK44,896$4.0M0.28%
30AMAZON COM INCAMZN21,069$4.0M0.28%
31GLOBE LIFE INCGL-PD28,674$3.8M0.26%
32ALPHABET INCGOOG23,617$3.7M0.25%
33EXXON MOBIL CORPXOM30,433$3.6M0.25%
34ISHARES CORE S&P 500 (MKT)4642872006,220$3.5M0.24%
35ELI LILLY & COLLY3,907$3.2M0.23%
36HOME DEPOT INCHD8,346$3.1M0.21%
37SOUTHERN COSOMN33,196$3.1M0.21%
38CHEVRON CORP NEWCVX18,186$3.0M0.21%
39JOHNSON & JOHNSONJNJ17,934$3.0M0.21%
40ISHARES CORE S&P MID-CAP (MKT)46428750749,184$2.9M0.20%
41PROCTER & GAMBLE CO74271810916,582$2.8M0.20%
42MID-AMER APT CMNTYS INC59522J10315,180$2.5M0.18%
43VISA INC COM CL AV6,798$2.4M0.17%
44UNITEDHEALTH GROUP INCUNH4,533$2.4M0.17%
45UNION PAC CORPUNP9,763$2.3M0.16%
46STRYKER CORPSYK6,008$2.2M0.16%
47ORACLE CORPORCL-PD14,846$2.1M0.14%
48BROADCOM INCAVGO12,347$2.1M0.14%
49ABBVIE INC SR NTABBV9,372$2.0M0.14%
50ISHARES RUSSELL 1000 GROWTH4642876145,075$1.8M0.13%
51COSTCO WHOLESALE CORP NEW22160K1051,910$1.8M0.13%
52ISHARES MSCI ACWI EX US46428824031,852$1.8M0.12%
53MCDONALDS CORPMCD5,450$1.7M0.12%
54CISCO SYSTEMS INCCSCO25,682$1.6M0.11%
55REGIONS FINANCIAL CORP NEWRF-PF71,111$1.5M0.11%
56NEXTERA ENERGY INCNEE-PW21,485$1.5M0.11%
57VANGUARD GROWTH ETF (MKT)9229087363,994$1.5M0.10%
58U S CORE EQUITY 225434V70844,445$1.5M0.10%
59INVESCO QQQ TRIVZ3,079$1.4M0.10%
60AUTOMATIC DATA PROCESSING INCADP4,628$1.4M0.10%
61DIAMONDBACK ENERGY INCFANG8,660$1.4M0.10%
62PEPSICO INCPEP9,032$1.4M0.09%
63ISHARES RUSSELL 1000 VALUE (MKT)4642875987,028$1.3M0.09%
64APPLE INCAAPL5,727$1.3M0.09%
65MASTERCARD INCMA2,315$1.3M0.09%
66FIRST SOLAR INCFSLR9,547$1.2M0.08%
67CATERPILLAR INCCAT3,600$1.2M0.08%
68VANGUARD MID-CAP VALUE ETF (MKT)9229085127,285$1.2M0.08%
69TJX COS INC NEW8725401099,332$1.1M0.08%
70VANGUARD TOTAL STOCK MARKET ETF9229087694,069$1.1M0.08%
71LOWES COMPANIES INC5486611074,762$1.1M0.08%
72ISHARES CORE S&P TOTAL US STOCK4642871509,066$1.1M0.08%
73ISHARES S&P 100 (MKT)4642871014,071$1.1M0.08%
74GLOBAL PAYMENTS INC37940X10211,157$1.1M0.08%
75THE CIGNA GROUP1255231003,277$1.1M0.08%
76MICROSOFT CORPMSFT2,837$1.1M0.07%
77SERVISFIRST BANCSHARES INCSFBS12,837$1.1M0.07%
78AMERICAN EXPRESS COAXP3,712$998,7140.07%
79ABBOTT LABORATORIESABLZF7,526$998,3250.07%
80ISHARES S&P 500 GROWTH (MKT)46428730910,025$930,6210.06%
81ZOETIS INCZTS5,560$915,4530.06%
82THERMO FISHER SCIENTIFIC INCTMO1,803$897,1730.06%
83MICRON TECHNOLOGY INCMU10,243$890,0130.06%
84TRUIST FINL CORP89832Q10921,536$886,2070.06%
85ISHARES MSCI EMERGING MARKETS46428723419,967$872,5580.06%
86MARATHON PETE CORPMARA5,966$869,1860.06%
87LAM RESEARCH CORPLRCX11,829$859,9680.06%
88JP MORGAN CHASE & COVYLD3,488$855,6080.06%
89VANGUARD MID-CAP GROWTH ETF9229085383,475$850,1230.06%
90VULCAN MATERIALS CO9291601093,617$843,8480.06%
91LOCKHEED MARTIN CORPLMT1,864$832,2220.06%
92GLOBAL X S&P 500 CATHOLIC VALUES37954Y88912,257$827,8380.06%
93WASTE MANAGEMENT INC94106L1093,566$825,5630.06%
94ISHARES MSCI EAFE (MKT)4642874659,905$809,5350.06%
95EATON CORP PLCETN2,978$809,5080.06%
96HONEYWELL INTERNATIONAL INC4385161063,776$799,5710.06%
97PHILIP MORRIS INTERNATIONAL INC7181721094,960$787,3010.05%
98ISHARES S&P MIDCAP 400 GROWTH4642876069,040$752,8530.05%
99HERSHEY COHSY4,233$723,9700.05%
100VANGUARD MID-CAP ETF (MKT)9229086292,765$715,0840.05%
101VANGUARD TAX-EXEMPT BOND ETF92290774614,058$697,5570.05%
102ISHARES RUSSELL MID-CAP (MKT)4642874998,174$695,3630.05%
103GALLAGHER ARTHUR J & CO3635761092,001$690,8250.05%
104VANGUARD LARGE CAP ETF (MKT)9229086372,674$687,2980.05%
105DEERE & CODE1,461$685,7200.05%
106ANALOG DEVICES INCADI3,394$684,4690.05%
107BLACKROCK INCBLK722$683,3580.05%
108ISHARES CORE S&P SMALL-CAP (MKT)4642878046,086$636,4140.04%
109ALTRIA GROUP INCMO10,537$632,4330.04%
110ASTRAZENECA PLCAZN8,575$630,2660.04%
111ISHARES CORE U.S. TREASURY BOND46429B26727,119$623,3300.04%
112DISNEY WALT CO2546871066,313$623,0940.04%
113UNION PAC CORPUNP2,610$616,5860.04%
114DUKE ENERGY CORPDUKB4,994$609,1190.04%
115INTERNATIONAL BUSINESS MACHSINTR2,415$600,5140.04%
116HUNTINGTON INGALLS INDS INC4464131062,936$599,0620.04%
117VANGUARD TOTAL BOND MARKET ETF9219378358,149$598,5440.04%
118ILLINOIS TOOL WORKS INC4523081092,357$584,5600.04%
119TRANE TECHNOLOGIES PLCTT1,688$568,7220.04%
120UTILITIES SELECT SECTOR SPDRR81369Y8866,987$550,9240.04%
121RTX CORPORATIONRTX4,123$546,1330.04%
122BANK OF AMERICA CORP06050510412,618$526,5480.04%
123VANGUARD FTSE DEVELOPED MARKETS92194385810,341$525,6340.04%
124CHUBB LIMITEDCB1,726$521,2370.04%
125META PLATFORMS INCMETA903$520,4530.04%
126HF SINCLAIR CORPORATIONDINO15,745$517,6980.04%
127NORFOLK SOUTHERN CORP6558441082,134$505,4410.04%
1283M COMMM3,411$500,9400.03%
129PFIZER INCPFE19,685$498,8190.03%
130VANGUARD SHORT-TERM CORP BD IDX92206C4096,307$497,8740.03%
131GENUINE PARTS COGPC4,175$497,4120.03%
132ALPHABET INCGOOG3,138$490,2490.03%
133SPDR S&P 500 (MKT)SPY866$484,4310.03%
134ST JOE COJOE10,296$483,3970.03%
135COTERRA ENERGY INCCTRA16,396$473,8450.03%
136AMGEN INCAMGN1,505$468,8860.03%
137STEEL DYNAMICS INCSTLD3,721$465,4230.03%
138MONDELEZ INTL INC6092071056,794$460,9710.03%
139CSX CORPCSX15,344$451,5750.03%
140GILEAD SCIENCES INCGILD4,006$448,8720.03%
141ACADEMY SPORTS & OUTDOORS INCASO9,726$443,6030.03%
142QUALCOMM INCQCOM2,871$441,0140.03%
143COCA COLA COKO6,150$440,4630.03%
144ENPRO INCNPO2,601$420,8160.03%
145WELLS FARGO & CO9497461015,828$418,3930.03%
146VANGUARD SMALL CAP ETF (MKT)9229087511,815$402,4780.03%
147VANGUARD VALUE INDEX FUND ETF9229087442,285$394,7110.03%
148DIMENSIONAL US MARKETWIDE VALUE25434V7249,578$394,7100.03%
149ISHARES NASDAQ BIOTECHNOLOGY4642875563,000$383,7000.03%
150FTI CONSULTING INCFCN2,336$383,2900.03%
151SYSCO CORPSYY5,097$382,4790.03%
152JPMORGAN HEDGED EQUITY LDRD46654Q7246,338$378,2520.03%
153AIR PRODUCTS & CHEMICALS INCAIIR1,255$370,1260.03%
154WALMART INCWMT4,198$368,5410.03%
155LOWES COMPANIES INC5486611071,572$366,6370.03%
156HARMONY BIOSCIENCES HLDGS INCHRMY10,809$358,7510.03%
157TESLA INCTSLA1,368$354,5290.02%
158U S TARGET VALUE ETF25434V6096,799$350,0810.02%
159VERIZON COMMUNICATIONS INCVZ7,691$348,8660.02%
160UNITED THERAPEUTICS CORPUTHR1,111$342,4880.02%
161INVESCO S&P500 EQUAL WEIGHT TECHIVZ10,000$342,0000.02%
162THE TRAVELERS COMPANIES INCTRV1,264$334,2780.02%
163SPDR S&P BIOTECH ETF (MKT)78464A8704,101$332,5900.02%
164MORGAN STANLEYMS-PQ2,826$329,7080.02%
165PAYCHEX INCPAYX2,132$328,9250.02%
166APPLIED MATERIALS INC0382221052,248$326,2300.02%
167BECTON DICKINSON & COBDX1,423$325,9520.02%
168ACCENTURE PLCACN1,021$318,5930.02%
169EMERSON ELECTRIC COEMR2,874$315,1050.02%
170INVESCO S&P 500 PURE VAL ETFIVZ3,384$312,5120.02%
171VULCAN MATERIALS CO9291601091,333$310,9890.02%
172ISHARES BITCOIN TRUST ETFIBIT6,432$301,0820.02%
173VANGUARD INTER-TRM TREAS INDEX92206C7065,004$297,2380.02%
174THERMO FISHER SCIENTIFIC INCTMO597$297,0670.02%
175NEUROCRINE BIOSCIENCES INCNBIX2,684$296,8510.02%
176BERKSHIRE HATHAWAY INCBRK-A552$293,9840.02%
177REAVES UTILITY INCOME FUND7561581019,000$292,8600.02%
178TEXAS INSTRUMENTS INC8825081041,614$290,0350.02%
179BRISTOL-MYERS SQUIBB COCELG-RI4,672$284,9450.02%
180REPUBLIC SERVICES INC7607591001,169$283,0850.02%
181COLGATE PALMOLIVE COCL3,019$282,8810.02%
182BANK OF AMERICA CORP0605051046,697$279,4660.02%
183REGIONS FINANCIAL CORP NEWRF-PF12,741$276,8620.02%
184FIDELITY WISE ORIGIN BITCOIN ETFFBTC3,836$276,0770.02%
185CORPAY INCCPAY791$275,8380.02%
186VANGUARD DIVIDEND APPREC IDX ETF9219088441,409$273,3320.02%
187HP INCHPQ9,841$272,4970.02%
188INTUITINTU443$271,9980.02%
189TECHNOLOGY SELECT SECTOR SPDRR81369Y8031,315$271,5240.02%
190EXELIXIS INC COMEXEL7,345$271,1770.02%
191EXPAND ENERGY CORPORATIONEXE2,435$271,0640.02%
192BOSTON SCIENTIFIC CORPBSX2,653$267,6350.02%
193SCHWAB U.S. DIVIDEND EQUITY ETF8085247979,482$265,1170.02%
194NOVARTIS AGNVSEF2,319$258,5220.02%
195BANCO BILBAO VIZCAYA ARGENTABBVXF18,956$258,1810.02%
196DARDEN RESTAURANTS INCDRI1,242$258,0380.02%
197CISCO SYSTEMS INCCSCO4,180$257,9490.02%
198INTUITINTU419$257,2620.02%
199KIMBERLY CLARK CORPKMB1,809$257,1330.02%
200HUMANA INCHUM967$255,8680.02%
201AFLAC INCAFL2,290$254,6260.02%
202ISHARES MORNINGSTAR MID-CAP4642884063,430$254,4720.02%
203INVESCO NASDAQ 100 ETFIVZ1,315$253,8210.02%
204EDWARDS LIFESCIENCES CORPEW3,500$253,6800.02%
205ADOBE SYSTEMS INCADBE648$248,5280.02%
206ECOLAB INCECL977$247,6890.02%
207NETFLIX INCNFLX265$247,1200.02%
208STARBUCKS CORPSBUX2,515$246,6950.02%
209PROGRESSIVE CORP OH743315103864$244,5190.02%
210ISHARES CORE TOTAL US BOND4642872262,460$243,3440.02%
211CLOROX COCLX1,645$242,2280.02%
212DIREXION DAILY FINANCIAL BULL 3X25459Y6941,520$240,3580.02%
213ISHARES SELECT DIVIDEND (MKT)4642871681,755$235,6790.02%
214ISHARES MSCI EAFE GROWTH (MKT)4642888852,355$235,5000.02%
215FISERV INCFISV1,065$235,1820.02%
216LINDE PLCLIN496$230,9570.02%
217JABIL CIRCUIT INCJBL1,695$230,6390.02%
218ISHARES RUSSELL 2000 VALUE (MKT)4642876301,509$227,8290.02%
219SYNOVUS FINANCIAL CORP87161C5014,854$226,8760.02%
220QUALCOMM INCQCOM1,466$225,1920.02%
221BAXTER INTERNATIONAL INC0718131096,551$224,2400.02%
222CINTAS CORPCTAS1,080$221,9730.02%
223ISHARES US HEALTHCARE (MKT)4642877623,474$211,5330.01%
224PHILLIPS 66PSX1,706$210,6570.01%
225EXXON MOBIL CORPXOM1,760$209,3170.01%
226PROASSURANCE CORPPRA8,917$208,2120.01%
227ISHARES CORE DIVIDEND GROWTH ETF46434V6213,355$207,2720.01%
228PIMCO ENHANCED SHORT MATURITY72201R8332,055$206,7740.01%
229BOEING COBA-PA1,211$206,5360.01%
230WEATHERFORD INTL PLCG488331183,789$202,9010.01%
231ISHARES RUSSELL MID-CAP GROWTH4642874811,692$198,7930.01%
232CONOCOPHILLIPSCOP1,892$198,6980.01%
233AUTODESK INCADSK752$196,8730.01%
234TARGET CORPTGT1,885$196,7190.01%
235DISCOVER FINANCIAL SERVICES2547091081,150$196,3050.01%
236VANGUARD LARGE CAP ETF (MKT)922908637761$195,6000.01%
237ADOBE SYSTEMS INCADBE509$195,2170.01%
238VANGUARD EMERGING MARKETS STOCK9220428584,256$192,6270.01%
239CHURCHILL DOWNS INCCHDN1,733$192,4840.01%
240INVESCO EXCHANGE TRADED FD TRIVZ1,094$189,5130.01%
241AMERICAN EXPRESS COAXP700$188,3350.01%
242SM ENERGY CO COMSM6,188$185,3310.01%
243CVS HEALTH CORPORATIONCVS2,731$185,0280.01%
244BOSTON SCIENTIFIC CORPBSX1,823$183,9040.01%
245U S SM CAP ETF25434V5003,071$183,4920.01%
246GOLDMAN SACHS GROUP INCGSCE333$181,9160.01%
247SPDR GOLD SHARES (MKT)GLD628$180,9530.01%
248S&P GLOBAL INCSPGI352$178,8530.01%
249AT&T INCT-PC6,311$178,4740.01%
250INTEL CORPINTC7,744$175,8420.01%
251UNITED PARCEL SERVICEUPS1,588$174,6650.01%
252AMPHASTAR PHARMACEUTICALS INCAMPH6,000$173,9400.01%
253PROCTER & GAMBLE CO7427181091,003$170,9320.01%
254ISHARES ETHEREUM TRUST ETF46438R10512,220$168,8800.01%
255ISHARES S&P SMALL-CAP 600 VALUE4642878791,712$166,8870.01%
256MERCK & CO INCMRK1,858$166,7740.01%
257CITIGROUP INCC-PR2,340$166,1170.01%
258ISHARES RUSSELL MID-CAP VALUE4642874731,318$166,0290.01%
259CONSUMER DISCRET SELECT SECTOR81369Y407839$165,6680.01%
260HOME DEPOT INCHD450$164,9210.01%
261ABBVIE INC SR NTABBV787$164,8920.01%
262FIRST TRUST DORSEY WRIGHT FOCUS33738R6053,000$164,5800.01%
263VANGUARD MEGA CAP INDEX FUND ETF921910873817$164,5270.01%
264SCHWAB FUNDAMENTAL INTERNATIONAL8085247554,544$164,2200.01%
265NEXTERA ENERGY INCNEE-PW2,312$163,8970.01%
266CURTISS WRIGHT CORPCW513$162,7600.01%
267PFIZER INCPFE6,375$161,5420.01%
268AON PLC SHS CL AAON402$160,4340.01%
269SPDR DOW JONES INDUSTRIAL78467X109380$159,5540.01%
270GLOBE LIFE INCGL-PD1,207$158,9860.01%
271JOHNSON & JOHNSONJNJ955$158,3770.01%
272ROYAL DUTCH SHELL PLCRYDAF2,160$158,2850.01%
273T MOBILE US INC COMTMUSZ593$158,1590.01%
274UNITED COMMUNITY BANKS INCUNTCW5,544$155,9530.01%
275CANADIAN NATIONAL RAILWAY CO1363751021,600$155,9360.01%
276QUANTA SERVICES INC74762E102611$155,3040.01%
277BLACKROCK INCBLK164$155,2220.01%
278AMERICAN CENTURY US QUALITY0250723071,635$153,1500.01%
279FREEPORT-MCMORAN INCFCX4,033$152,6910.01%
280ISHARES S&P MID-CAP 400 VALUE4642877051,248$149,4220.01%
281ELEVANCE HEALTHELV338$147,0170.01%
282GABELLI DIVIDEND & INCOME TRUST36242H1046,067$146,3970.01%
283META PLATFORMS INCMETA254$146,3960.01%
284BP PLCBPPFF4,320$145,9730.01%
285GENERAL MILLS INC3703341042,432$145,4100.01%
286COMCAST CORPCCZ3,936$145,2390.01%
287MARATHON PETE CORPMARA994$144,8160.01%
288SOUTHERN COSOMN1,570$144,3620.01%
289VANGUARD REAL ESTATE ETF9229085531,594$144,3200.01%
290DIMENSIONAL SHORT DURATION FIXED25434V8642,997$142,4170.01%
291INVESCO RAFI US 1500 SMALL-MIDIVZ3,758$142,2780.01%
292INGERSOLL RAND INCIR1,727$138,2120.01%
293ADVANCED MICRO DEVICES INCAMD1,331$136,7470.01%
294ISHARES RUSSELL 2000 GROWTH464287648532$135,9420.01%
295AUTODESK INCADSK519$135,8740.01%
296INGREDION INCINGR1,000$135,2100.01%
297CONSOLIDATED EDISON INCED1,220$134,9210.01%
298ORACLE CORPORCL-PD941$131,5610.01%
299MATERIALS SELECT SECTOR SPDR81369Y1001,516$130,3460.01%
300CAPITAL GROUP DIVIDEND VALUE ETF14020W1063,650$130,0860.01%
301ISHARES SELECT DIVIDEND (MKT)464287168958$128,6500.01%
302PRUDENTIAL FINANCIAL INCPUKPF1,147$128,0970.01%
303ALLSTATE CORPALL-PJ605$125,2770.01%
304SNAP-ON INCSNA370$124,6940.01%
305SALESFORCECRM464$124,5210.01%
306BOEING COBA-PA722$123,1380.01%
307HEWLETT PACKARD ENTERPRISE COHPE-PC7,978$123,1000.01%
308ENTERGY CORP NEWENO1,434$122,5930.01%
309ENBRIDGE INCENNPF2,687$119,0170.01%
310PALANTIR TECHNOLOGIES INCPLTR1,400$118,1600.01%
311FIRSTENERGY CORPFE2,920$118,0260.01%
312AMERICAN ELECTRIC POWER INC0255371011,065$116,3710.01%
313PARKER HANNIFIN CORPPH190$115,4920.01%
314ALLIANT ENERGY CORPLNT1,794$115,4440.01%
315VANECK VECTORS MORNINGSTAR WIDE92189F6431,283$112,9040.01%
316ISHARES PHLX SOX SEMICONDUCTOR464287523600$112,9020.01%
317GRAINGER WW INC384802104114$112,6120.01%
318IQVIA HLDGS INCIQV638$112,4800.01%
319CMS ENERGY CORPCMS-PC1,495$112,2890.01%
320LAM RESEARCH CORPLRCX1,520$110,5040.01%
321BANK NEW YORK MELLON CORP0640581001,309$109,7860.01%
322L3HARRIS TECHNOLOGIES INC COMLHX521$109,0510.01%
323VANGUARD TOTAL INTERNATIONAL9219097681,754$108,9230.01%
324APPLIED MATERIALS INC038222105750$108,8400.01%
325ISHARES RUSSELL 2000 (MKT)464287655542$108,1240.01%
326CANADIAN PACIFIC KANSAS CITYCP1,535$107,7730.01%
327GE VERNOVA INCGEV353$107,7620.01%
328TRANSDIGM GROUP INCTDG77$106,5120.01%
329SCHWAB CHARLES CORPSCHW-PJ1,359$106,3830.01%
330ISHARES CORE MSCI EAFE46432F8421,402$106,0620.01%
331PNC FINANCIAL SERVICES GROUP693475105603$105,9880.01%
332CARRIER GLOBAL CORPORATIONCARR1,669$105,8150.01%
333ENERGY SELECT SECTOR SPDR FUND81369Y5061,127$105,3180.01%
334CAPITAL GROUP GBL GROWTH EQTY14020X1043,696$104,7080.01%
335CORNING INCGLW2,279$104,3320.01%
336ISHARES US INDUSTRIALS (MKT)464287754799$104,0140.01%
337MOTOROLA SOLUTIONS INCMSI236$103,3240.01%
338ISHARES GOLD TRUSTIAU1,752$103,2980.01%
339DIMENSIONAL U.S. EQUITY MARKET25434V4011,705$103,1180.01%
340MEDTRONIC PLCMDT1,143$102,7100.01%
341YUM! BRANDS INCYUM647$101,8120.01%
342EATON CORP PLCETN374$101,6650.01%
343JPMORGAN EQUITY PREMIUM INCOME46641Q3321,741$99,4800.01%
344BWX TECHNOLOGIES INCBWXT1,005$99,1430.01%
345DUKE ENERGY CORPDUKB806$98,3080.01%
346VANGUARD SHORT-TERM INFLATION9220208051,969$98,2520.01%
347STARBUCKS CORPSBUX1,000$98,0900.01%
348SPDR S&P OIL & GAS EXPLOR &78468R556739$97,3340.01%
349IMPERIAL OIL LTDIMO1,300$94,0160.01%
350KRANESHARES CSI CHINA INTERNET5007673062,677$93,4540.01%
351T MOBILE US INC COMTMUSZ350$93,3490.01%
352VANECK VECTORS SEMICONDUCTOR ETF92189F676434$91,7780.01%
353SPDR BARCLAYS CONVERTIBLE SECS78464A3591,196$91,6380.01%
354UNITED RENTALS INCURI146$91,4990.01%
355DIMENSIONAL WORLD EX US CORE EQ25434V8803,467$90,8360.01%
356INVESCO RAFI US 1000 ETFIVZ2,223$89,8320.01%
357FIRST TRUST LONG/SHORT EQUITY33739P1031,400$89,7120.01%
358FINANCIAL SELECT SECTOR SPDRR81369Y6051,794$89,3590.01%
359FEDEX CORPFDX365$88,9800.01%
360VANGUARD S&P 500 ETF922908363173$88,9070.01%
361BRISTOL-MYERS SQUIBB COCELG-RI1,427$87,0320.01%
362PACER FDS TR US CASH COWS 10069374H8811,568$85,8640.01%
363PALO ALTO NETWORKS INCPANW500$85,3200.01%
364PPL CORPPPLC2,336$84,3530.01%
365CORTEVA INCCTVA1,336$84,0750.01%
366FIFTH THIRD BANCORPFITBM2,105$82,5170.01%
367AGILENT TECHNOLOGIES INCA700$81,8860.01%
368XCEL ENERGY INCXELLL1,146$81,1250.01%
369VERTEX PHARMACEUTICALS INCVRTX167$80,9640.01%
370METLIFE INCMET-PF1,007$80,8520.01%
371PACER TRENDPOLOT US LG CAP ETF69374H1051,560$80,2620.01%
372FASTENAL COFAST1,029$79,7990.01%
373BOSTON BEER INC CL ASAM333$79,5340.01%
374NORTHROP GRUMMAN CORPNOC155$79,3620.01%
375DISNEY WALT CO254687106796$78,5660.01%
376SCHLUMBERGER LTDSLB1,873$78,2920.01%
377SOUTHWEST AIRLINES CO8447411082,331$78,2750.01%
378CANADIAN NATIONAL RAILWAY CO136375102800$77,9680.01%
379NUCOR CORPNUE645$77,6200.01%
380PRUDENTIAL FINANCIAL INCPUKPF687$76,7240.01%
381JOHNSON CTLS INTL PLC SHSG51502105932$74,6620.01%
382DANAHER CORP235851102364$74,6200.01%
383TAIWAN SEMICONDUCTOR874039100448$74,3680.01%
384HONEYWELL INTERNATIONAL INC438516106346$73,2660.01%
385DOVER CORPDOV415$72,9070.01%
386AUTOMATIC DATA PROCESSING INCADP235$71,8000.01%
387VANGUARD TOTAL WORLD STOCK (ETF)922042742615$71,3090.00%
388DUPONT DE NEMOURS INCDD953$71,1700.00%
389CONOCOPHILLIPSCOP677$71,0990.00%
390BUILDERS FIRSTSOURCE INCBLDR568$70,9660.00%
391SHERWIN WILLIAMS COSHW203$70,8860.00%
392SCHWAB CHARLES CORPSCHW-PJ900$70,4520.00%
393DTE ENERGY CODTK501$69,2730.00%
394ISHARES CORE MSCI EMERGING46434G1031,280$69,0820.00%
395PACKAGING CORP AMERICA695156109347$68,7110.00%
396EXELIXIS INC COMEXEL1,830$67,5640.00%
397FIRST TRUST VALUE LINE DIVIDEND33734H1061,500$66,8850.00%
398WEC ENERGY GROUP INCWEC600$65,3880.00%
399PROLOGIS INCPLDGP583$65,1740.00%
400SBA COMMUNICATIONS CORPSBAC293$64,4620.00%
401TEXAS INSTRUMENTS INC882508104350$62,8950.00%
402PROSHARES S&P 500 ARISTOCRATS74348A467612$62,5340.00%
403INTERNATIONAL BUSINESS MACHSINTR250$62,1650.00%
404VANGUARD MID-CAP ETF (MKT)922908629240$62,0690.00%
405DELTA AIR LINES INCDAL1,412$61,5630.00%
406SCHWAB U.S. MID CAP ETF8085245082,322$60,8360.00%
407CONSUMER STAPLES SELECT SECTOR81369Y308739$60,3540.00%
408LYONDELLBASELL INDUSTRIES NV SHSLYB845$59,4880.00%
409CHENIERE ENERGY INCLNG253$58,5440.00%
410EOG RESOURCES INCEOG452$57,9640.00%
411KIMBERLY CLARK CORPKMB401$57,0310.00%
412ISHARES US PREFERRED STOCK (MKT)4642886871,833$56,3280.00%
413GE AEROSPACE369604301279$55,8420.00%
414ILLINOIS TOOL WORKS INC452308109225$55,8020.00%
415GENERAL DYNAMICS CORPGD204$55,6060.00%
416HORMEL FOODS CORPHRL1,780$55,0730.00%
417FTI CONSULTING INCFCN334$54,8030.00%
418ENTERPRISE PRODUCTS PARTNERS L P2937921071,600$54,6240.00%
419PULTE GROUP INC745867101529$54,3810.00%
420ROSS STORES INCROST422$53,9270.00%
421NOVO NORDISK A SNONOF775$53,8160.00%
422ALLIANCEBERNSTEIN HOLDING L P01881G1061,400$53,6340.00%
423VISA INC COM CL AV150$52,5690.00%
424NIKE INCNKE819$51,9900.00%
425ROCKWELL AUTOMATION INCROK200$51,6760.00%
426COMCAST CORPCCZ1,400$51,6600.00%
427CHUBB LIMITEDCB166$50,1310.00%
428IRON MTN INC46284V101579$49,8170.00%
429RH COMRH210$49,2260.00%
430CHIPOTLE MEXICAN GRILL INCCMG980$49,2090.00%
431KONTOOR BRANDS INCKTB757$48,5460.00%
432MICROCHIP TECHNOLOGY INCMCHPP1,000$48,4100.00%
433DOMINOS PIZZA INCDPZ105$48,2420.00%
434ASURE SOFTWARE INCASUR5,000$47,7500.00%
435LABCORP HOLDINGS INCLH205$47,7110.00%
436ADVANCED MICRO DEVICES INCAMD460$47,2600.00%
437PHINIA INCPHIN1,107$46,9700.00%
438ISHARES S&P 500 VALUE (MKT)464287408246$46,8830.00%
439SMURFIT WESTROCK PLCSW1,039$46,8170.00%
440ENCOMPASS HEALTH CORPEHC461$46,6900.00%
441STRYKER CORPSYK125$46,5310.00%
442ALLEGION PUB LTDALLE350$45,6610.00%
443AGILENT TECHNOLOGIES INCA389$45,5050.00%
444VANGUARD EXTENDED MARKET INDEX922908652263$45,3040.00%
445PEPSICO INCPEP300$44,9820.00%
446ISHARES S&P SMALL-CAP 600 GROWTH464287887358$44,5710.00%
447SPDR S&P REGIONAL BANKING ETF78464A698779$44,2860.00%
448EMERSON ELECTRIC COEMR400$43,8560.00%
449DOMINION ENERGY INCD781$43,7910.00%
450ONEOK INCOKE439$43,5580.00%
451M & T BANK CORP55261F104240$42,9000.00%
452SUN LIFE FINANCIAL SERVICES INCSUNFF748$42,8300.00%
453FORTINET INCFTNT437$42,0660.00%
454ISHARES CORE MSCI TOTAL INTL46432F834600$41,8860.00%
455AMERICAN WATER WORKS CO INC030420103283$41,7480.00%
456SPDR S&P DIVIDEND ETF (MKT)78464A763306$41,5180.00%
457CONSUMER STAPLES SELECT SECTOR81369Y308507$41,4060.00%
458ALCON INCALC436$41,3910.00%
459ROYAL CARIBBEAN CRUISES LTDV7780T103200$41,0880.00%
460AMERIPRISE FINANCIAL INC03076C10683$40,1820.00%
461BOSTON BEER INC CL ASAM167$39,8860.00%
462ABBOTT LABORATORIESABLZF300$39,7950.00%
463UNILEVER PLCUNLYF664$39,5410.00%
464DIMENSIONAL US REAL ESTATE ETF25434V8231,663$39,5300.00%
465INTEL CORPINTC1,735$39,4020.00%
466LENNAR CORPLEN-B343$39,3700.00%
467ROYAL DUTCH SHELL PLCRYDAF533$39,0580.00%
468KELLANOVABEKE473$39,0180.00%
469INVESCO DYNAMIC BIOTECH &IVZ611$38,7620.00%
470DIAGEO PLCDGEAF369$38,6670.00%
471SOUTHERN COPPER CORP DESCCO408$38,1320.00%
472SERVICENOW INC COMNOW47$37,4170.00%
473SILA REALTY TRUSTSILA1,397$37,3140.00%
474AMERICAN TOWER CORP03027X100171$37,2100.00%
475FIRST TRUST NASDAQ TECHNOLOGY33738R118500$36,8050.00%
476HARTFORD MULTIFACTOR DEV MKTS5184161021,185$36,7230.00%
477ISHARES GLOBAL HEALTHCARE (MKT)464287325400$36,4800.00%
478DISTILLATE US FDMTL STBLTY & VAL26922A321672$36,4490.00%
479REINSURANCE GROUP AMERICA INC759351604185$36,4270.00%
480HANCOCK JOHN TAX-ADV DIV INCM41013V1001,500$35,8950.00%
481INTERCONTINENTALEXCHANGE GROUP45866F104208$35,8810.00%
482COMERICA INC200340107598$35,3180.00%
483CROWDSTRIKE HLDGS INCCRWD100$35,2580.00%
484SOUTH ST CORPSSB378$35,0860.00%
485D R HORTON INC23331A109273$34,7070.00%
486BROWN-FORMAN CORPBF-B1,022$34,6870.00%
487ULTA SALON COSMETICS & FRAG INCULTA94$34,4550.00%
488INVESCO INTL DIV ACHIEV ETFIVZ1,794$34,2120.00%
489US BANCORP DELUSB-PS810$34,1980.00%
490RTX CORPORATIONRTX258$34,1740.00%
491ALPHABET INCGOOG220$34,0210.00%
492SOUTHWEST AIRLINES CO8447411081,012$33,9830.00%
493SEAGATE TECHNOLOGY HLDNGS PLCSE400$33,9800.00%
494CITIGROUP INCC-PR467$33,1520.00%
495MANULIFE FINANCIAL CORP56501R1061,062$33,0810.00%
496WISDOMTREE U.S. MIDCAP EARNINGSWT554$33,0180.00%
497VALERO ENERGY CORP NEWVLO247$32,6210.00%
498INTERNATIONAL FLAVORS &459506101418$32,4410.00%
499INVESCO S&P 500 EQ WEIGHTSIVZ1,020$32,3750.00%
500CONSTELLATION BRANDS INCSTZ175$32,1170.00%