Live Markets
Wednesday, July 29, 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 Q2 2025 · Filed July 23, 2025 · Accession 0001140361-25-026909

Total Value
$1.46B
Positions
1,359
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1Microsoft CorpMSFT111,470$55.4M3.95%
2Microsoft CorpMSFT96,012$47.8M3.40%
3FlexShares Mstar Glbl Upstrm NFLEX883,062$35.4M2.52%
4Apple IncAAPL158,077$32.4M2.31%
5Trane Technologies Plc ADRTT59,137$25.9M1.84%
6Ishares MSCI EAFE Growth ETF464288885225,976$25.3M1.80%
7Apple IncAAPL117,461$24.1M1.72%
8JP Morgan Chase & COVYLD72,669$21.1M1.50%
9Ishares Core S&P US464287671132,102$19.9M1.42%
10Vanguard Value Etf92290874497,646$17.3M1.23%
11JP Morgan Chase & COVYLD57,790$16.8M1.19%
12Vanguard Total Stock92290876954,898$16.7M1.19%
13Alphabet Inc Cl CGOOG88,608$15.7M1.12%
14Alphabet Inc Cl AGOOG88,413$15.6M1.11%
15Lowes Cos Inc54866110767,743$15.0M1.07%
16Procter & Gamble CO74271810982,898$13.2M0.94%
17McDonalds CorpMCD45,105$13.2M0.94%
18Alphabet Inc Cl AGOOG67,216$11.8M0.84%
19Alphabet Inc Cl CGOOG64,736$11.5M0.82%
20Johnson & JohnsonJNJ73,263$11.2M0.80%
21Amazon.Com IncAMZN49,670$10.9M0.78%
22Deere & CODE21,196$10.8M0.77%
23iShares TR 1-5 Yr Inv Gr Corp464288646202,988$10.7M0.76%
24Amazon.Com IncAMZN48,147$10.6M0.75%
25SPDR S&P Dividend ETF78464A76375,162$10.2M0.73%
26Exxonmobil CorpXOM94,113$10.1M0.72%
27NBT Bancorp IncNBTB233,912$9.7M0.69%
28Abbott LabsABLZF68,254$9.3M0.66%
29S&P Global IncSPGI16,644$8.8M0.63%
30Vanguard Short Term Corp Bond Etf92206C409109,823$8.7M0.62%
31Nvidia CorpNVDA53,216$8.4M0.60%
32Automatic Data Processing IncADP27,040$8.3M0.59%
33Midcap SPDR Trust Series 1MDY14,415$8.2M0.58%
34Costco Wholesale Corp22160K1058,193$8.1M0.58%
35Berkshire Hathaway Inc-Cl BBRK-A16,566$8.0M0.57%
36IShares 0-5 Yr TIPs ETF46429B74778,159$8.0M0.57%
37Berkshire Hathaway Inc-Cl BBRK-A16,498$8.0M0.57%
38Exxonmobil CorpXOM73,141$7.9M0.56%
39Vanguard S&P 500 ETF92290836313,657$7.8M0.55%
40Oracle CorporationORCL-PD34,935$7.6M0.54%
41Wal Mart IncWMT77,145$7.5M0.54%
42Ishares 1-3 Year Treasury ETF46428745787,789$7.3M0.52%
43Grainger W W Inc3848021046,946$7.2M0.51%
44RTX CorporationRTX49,404$7.2M0.51%
45Ishares Core U S Aggregate Bond Etf46428722672,173$7.2M0.51%
46SPDR S&P 500 ETF TrustSPY11,575$7.2M0.51%
47Procter & Gamble CO74271810944,884$7.2M0.51%
48Chevron CorporationCVX49,221$7.0M0.50%
49Cisco Systems IncCSCO99,437$6.9M0.49%
50Costco Wholesale Corp22160K1056,697$6.6M0.47%
51Schwab US Dividend Equity ETF808524797244,468$6.5M0.46%
52Intl. Business Machines CorpINTR21,842$6.4M0.46%
53Pepsico IncPEP48,420$6.4M0.46%
54FlexShares STOXX Glbl Brd InfrFLEX102,238$6.3M0.45%
55Ishares Russell 2000 ETF46428765529,200$6.3M0.45%
56iShares Core MSCI Total Int'l St46432F83481,209$6.3M0.45%
57iShares Core Growth ETF46428986798,865$6.1M0.43%
58Lowes Cos Inc54866110727,321$6.1M0.43%
59Vanguard Small-Cap Value92290861130,910$6.0M0.43%
60Caterpillar IncCAT15,076$5.9M0.42%
61Ishares Core Msci Eafe ETF46432F84269,725$5.8M0.41%
62Ishares S&P Smll Cap 60046428788743,750$5.8M0.41%
63McDonalds CorpMCD19,782$5.8M0.41%
64Caterpillar IncCAT14,504$5.6M0.40%
65Johnson & JohnsonJNJ36,858$5.6M0.40%
66Deere & CODE10,865$5.5M0.39%
67iShares 20 Year Treasury Bond46428743262,329$5.5M0.39%
68Vaneck Faln Angl Hy Bnd92189F437185,101$5.4M0.39%
69Intl. Business Machines CorpINTR18,024$5.3M0.38%
70Honeywell International Inc43851610622,609$5.3M0.38%
71Abbvie IncABBV27,903$5.2M0.37%
72Chevron CorporationCVX36,050$5.2M0.37%
73Coca Cola COKO71,723$5.1M0.36%
74Bank Montreal Quebec06367110145,436$5.0M0.36%
75RTX CorporationRTX34,362$5.0M0.36%
76Abbott LabsABLZF36,890$5.0M0.36%
77Lilly Eli & COLLY6,418$5.0M0.36%
78Caterpillar IncCAT12,593$4.9M0.35%
79General Dynamics CorpGD16,496$4.8M0.34%
80Danaher Corp23585110224,248$4.8M0.34%
81Ingersoll Rand IncIR57,114$4.8M0.34%
82Ishares Msci Eafe ETF46428746552,976$4.7M0.34%
83Abbvie IncABBV25,258$4.7M0.33%
84Ishares MSCI EAFE Growth ETF46428888540,972$4.6M0.33%
85Disney Walt CO New25468710635,069$4.3M0.31%
86Ishares IBoxx High Yield Corpo46428851353,289$4.3M0.31%
87Union Pac CorpUNP18,527$4.3M0.30%
88Union Pac CorpUNP18,520$4.3M0.30%
89Automatic Data Processing IncADP13,798$4.3M0.30%
90Palo Alto NetworksPANW20,643$4.2M0.30%
91Goldman Sachs Group IncGSCE5,959$4.2M0.30%
92TJX Cos Inc87254010933,792$4.2M0.30%
93Cisco Systems IncCSCO59,501$4.1M0.29%
94Philip Morris International71817210922,636$4.1M0.29%
95TJX Cos Inc87254010933,200$4.1M0.29%
96Ishares New York Muni Bond ETF46428832378,613$4.1M0.29%
97Merck & CO IncMRK51,180$4.1M0.29%
98Wal Mart IncWMT41,114$4.0M0.29%
99Meta Platforms IncMETA5,419$4.0M0.28%
100Netflix IncNFLX2,951$4.0M0.28%
101Nextera Energy IncNEE-PW56,636$3.9M0.28%
102Technology Select Sect SPDR81369Y80315,349$3.9M0.28%
103Danaher Corp23585110218,850$3.7M0.27%
104Pepsico IncPEP27,923$3.7M0.26%
105Berkshire Hathaway Inc Class ABRK-A5$3.6M0.26%
106Visa Inc Cl AV10,254$3.6M0.26%
107Uber Technologies IncUBER38,100$3.6M0.25%
108Merck & CO IncMRK43,654$3.5M0.25%
109American Express COAXP10,774$3.4M0.24%
110Qualcomm IncQCOM21,315$3.4M0.24%
111Schwab International Equity ET808524805152,655$3.4M0.24%
112Oracle CorporationORCL-PD15,304$3.3M0.24%
113Ishares Msci Emerging Mkt ETF46428723468,589$3.3M0.24%
114Unitedhealth Group IncUNH10,404$3.2M0.23%
115Home Depot IncHD8,790$3.2M0.23%
116Lockheed Martin CorpLMT6,902$3.2M0.23%
117Lilly Eli & COLLY4,100$3.2M0.23%
118Ishares Msci Eafe Small Cap ET46428827343,968$3.2M0.23%
119Nvidia CorpNVDA19,461$3.1M0.22%
120Linde PLCLIN6,129$2.9M0.20%
121Materials Select SPDR Fund81369Y10032,534$2.9M0.20%
122Disney Walt CO New25468710622,778$2.8M0.20%
123Goldman Sachs Group IncGSCE3,881$2.7M0.20%
124FlexShares Mstar Glbl Upstrm NFLEX67,553$2.7M0.19%
125Vanguard Information Technology Etf92204A7024,025$2.7M0.19%
126Ishares Core S&P 500 ETF4642872004,299$2.7M0.19%
127Allegion PLCALLE18,476$2.7M0.19%
128Ishares Core S&P Mid-Cap ETF46428750742,852$2.7M0.19%
129Marsh & McLennan Companies Inc57174810212,003$2.6M0.19%
130IShares 0-5 Yr TIPs ETF46429B74725,272$2.6M0.19%
131Carrier Global CorporationCARR35,347$2.6M0.18%
132Marsh & McLennan Companies Inc57174810211,769$2.6M0.18%
133SPDR Portfolio Developed Wld e78463X88963,359$2.6M0.18%
134Eaton Corp PLCETN7,129$2.5M0.18%
135Meta Platforms IncMETA3,417$2.5M0.18%
136Bank of America Corp06050510452,964$2.5M0.18%
137Dimensional U S Equity Market Etf25434V40136,959$2.5M0.18%
138Salesforce IncCRM8,901$2.4M0.17%
139Home Depot IncHD6,582$2.4M0.17%
140iShares TR 1-5 Yr Inv Gr Corp46428864644,790$2.4M0.17%
141Ishares S&P Pref Stk ETF46428868776,797$2.4M0.17%
142Visa Inc Cl AV6,584$2.3M0.17%
143Blackrock IncBLK2,213$2.3M0.17%
144iShares Core S&P 5004642872003,719$2.3M0.16%
145Mastercard Inc Cl AMA4,090$2.3M0.16%
146Paychex IncPAYX15,779$2.3M0.16%
147Pfizer IncPFE94,246$2.3M0.16%
148Broadcom IncAVGO8,272$2.3M0.16%
149Novartis Ag Spons ADRNVSEF18,743$2.3M0.16%
150T Rowe Price Group IncTROW23,126$2.2M0.16%
151AT&T IncT-PC76,847$2.2M0.16%
152Vanguard Total International S92190976831,680$2.2M0.16%
153Mondelez International Inc60920710532,400$2.2M0.16%
154Thermo Fisher Scientific IncTMO5,354$2.2M0.15%
155Nextera Energy IncNEE-PW30,962$2.1M0.15%
156Quanta Services Incorporated74762E1025,678$2.1M0.15%
157Verizon CommunicationsVZ48,856$2.1M0.15%
158Apple IncAAPL10,275$2.1M0.15%
159Ishares Msci Eafe ETF46428746523,574$2.1M0.15%
160Ishares Core Emerging Markets46434G10334,633$2.1M0.15%
161Amphenol Corp03209510120,598$2.0M0.14%
162WisdomTree MidCap Dividend ETFWT40,027$2.0M0.14%
163American Express COAXP6,285$2.0M0.14%
164Vaneck Vectors Gold Miners ETF92189F10638,261$2.0M0.14%
165Eaton Corp PLCETN5,549$2.0M0.14%
166Aflac IncAFL18,768$2.0M0.14%
167Intercontinental Exchange Inc45866F10410,723$2.0M0.14%
168Consumer Discretionary Selt81369Y4079,042$2.0M0.14%
169Analog Devices IncADI8,154$1.9M0.14%
170Utilities Select Sector SPDR81369Y88623,377$1.9M0.14%
171Stryker CorporationSYK4,801$1.9M0.14%
172CVS Health CorpCVS27,475$1.9M0.14%
173Altria Group IncMO32,317$1.9M0.13%
174Morgan StanleyMS-PQ13,397$1.9M0.13%
175Microchip Technology IncMCHPP26,525$1.9M0.13%
176Ishares Nasdaq Biotech ETF46428755614,705$1.9M0.13%
177Palo Alto NetworksPANW9,022$1.8M0.13%
178Netflix IncNFLX1,373$1.8M0.13%
179Wells Fargo & CO94974610122,629$1.8M0.13%
180Qualcomm IncQCOM11,326$1.8M0.13%
181Emerson Elec COEMR13,513$1.8M0.13%
182GE Aerospace3696043016,759$1.7M0.12%
183Vanguard Intermediate-Term Bon92193781922,340$1.7M0.12%
184Sherwin Williams COSHW4,997$1.7M0.12%
185Broadcom IncAVGO6,180$1.7M0.12%
186Aberdeen Std Physical Swiss Gold26922Y10553,829$1.7M0.12%
187Thermo Fisher Scientific IncTMO4,172$1.7M0.12%
188Schwab US Small Cap ETF80852460766,317$1.7M0.12%
189Berkshire Hathaway Inc Cl BBRK-A3,453$1.7M0.12%
190Vanguard Mid-Cap Growth Index9229085385,645$1.6M0.11%
191IShares Core Intnl Agg Bond ET46435G67231,130$1.6M0.11%
192SPDR S&P 500 ETF TrustSPY2,564$1.6M0.11%
193Ecolab IncECL5,853$1.6M0.11%
194GE Aerospace3696043016,088$1.6M0.11%
195Colgate Palmolive COCL17,198$1.6M0.11%
196Carrier Global CorporationCARR21,309$1.6M0.11%
197iShares MSCI Emerg Mkt Min Vol46428653324,451$1.5M0.11%
198Mondelez International Inc60920710522,731$1.5M0.11%
199Boeing COBA-PA7,300$1.5M0.11%
200General Mls Inc37033410429,297$1.5M0.11%
201Bristol Myers Squibb COCELG-RI32,767$1.5M0.11%
202Salesforce IncCRM5,471$1.5M0.11%
203SPDR Gold SharesGLD4,876$1.5M0.11%
204S&P Global IncSPGI2,804$1.5M0.11%
205Pfizer IncPFE60,811$1.5M0.11%
206Vanguard Short Term Bond ETF92193782718,678$1.5M0.10%
207Verizon CommunicationsVZ33,817$1.5M0.10%
208Real Estate Select Sect SPDR81369Y86035,307$1.5M0.10%
209Air Products & Chemicals IncAIIR5,129$1.4M0.10%
210Philip Morris International7181721097,937$1.4M0.10%
211Ishares Core S&P Small-Cap ETF46428780413,139$1.4M0.10%
212Nike Inc-Class BNKE20,078$1.4M0.10%
213Novo Nordisk As Spons ADRNONOF20,200$1.4M0.10%
214Ishares Core Msci Eafe ETF46432F84216,695$1.4M0.10%
215Coca Cola COKO19,615$1.4M0.10%
216Ishares New York Muni Bond ETF46428832326,607$1.4M0.10%
217Financial Select Sector SPDR81369Y60526,422$1.4M0.10%
218Target CorpTGT13,974$1.4M0.10%
219Honeywell International Inc4385161065,886$1.4M0.10%
220Transdigm Group IncTDG900$1.4M0.10%
221Southern CompanySOMN14,865$1.4M0.10%
222Aon PLC ADRAON3,801$1.4M0.10%
223Mastercard Inc Cl AMA2,410$1.4M0.10%
224SPDR S&P Regional Banking ETF78464A69822,785$1.4M0.10%
225First Trust Dorsey Wright Focus 5 Etf33738R60522,385$1.3M0.09%
226Prudential Finl IncPUKPF12,247$1.3M0.09%
2273m COMMM8,607$1.3M0.09%
228Servicenow IncNOW1,273$1.3M0.09%
229Ishares Nasdaq Biotech ETF46428755610,342$1.3M0.09%
230United Parcel Service Cl BUPS12,899$1.3M0.09%
231Target CorpTGT13,181$1.3M0.09%
232Unitedhealth Group IncUNH4,146$1.3M0.09%
233Bristol Myers Squibb COCELG-RI27,793$1.3M0.09%
234SPDR S&P Regional Banking ETF78464A69821,455$1.3M0.09%
235AT&T IncT-PC43,984$1.3M0.09%
236Ishares Iboxx $ High Yield Corporate Bond Etf46428851315,763$1.3M0.09%
237Industrial Select Sector SPDR81369Y7048,538$1.3M0.09%
238Brookfield Asset Mgmt Inc Cl A11300410522,602$1.2M0.09%
239Ishares Core S&P Mid-Cap ETF46428750720,049$1.2M0.09%
240Pimco Corporate & Income OpporPTY88,400$1.2M0.09%
241L3 Harris Technologies IncLHX4,900$1.2M0.09%
242Chubb LtdCB4,181$1.2M0.09%
243T Rowe Price Group IncTROW12,520$1.2M0.09%
244Autoliv IncALV10,746$1.2M0.09%
245JPMorgan Municipal ETF46641Q64724,195$1.2M0.09%
246Novartis Ag Spons ADRNVSEF9,919$1.2M0.09%
247Ishares Core Total Usd Bond Market Etf46434V61325,874$1.2M0.09%
248Midcap SPDR Trust Series 1MDY2,111$1.2M0.09%
249FlexShares STOXX Glbl Brd InfrFLEX19,260$1.2M0.08%
250Texas Instruments Inc8825081045,711$1.2M0.08%
251Prudential Finl IncPUKPF11,025$1.2M0.08%
252Otis Worldwide CorpOTIS11,891$1.2M0.08%
253Vanguard Real Estate ETF92290855313,003$1.2M0.08%
254Linde PLCLIN2,460$1.2M0.08%
255Wal-Mart Stores Inc.WMT11,688$1.1M0.08%
256Amgen IncAMGN4,036$1.1M0.08%
257Copart IncCPRT22,945$1.1M0.08%
258Utilities Select Sector SPDR81369Y88613,738$1.1M0.08%
259Vanguard Inter Term Corp Bond92206C87013,451$1.1M0.08%
260SPDR Dow Jones Industrial Aver78467X1092,515$1.1M0.08%
261Schwab US Aggregate Bd ETF80852483947,212$1.1M0.08%
262Vanguard Ftse Emerging Markets92204285822,074$1.1M0.08%
263IntuitINTU1,374$1.1M0.08%
264Schwab US Dividend Equity ETF80852479740,516$1.1M0.08%
265Autoliv IncALV9,559$1.1M0.08%
266Real Estate Select Sect SPDR81369Y86025,761$1.1M0.08%
267FlexShares Global Quality RealFLEX17,800$1.1M0.08%
268Grainger W W Inc3848021041,018$1.1M0.08%
269American Water Works CO Inc0304201037,456$1.0M0.07%
270Ishares Esg Aware Msci Usa Etf46435G4257,658$1.0M0.07%
271Ishares Russell 2000 ETF4642876554,736$1.0M0.07%
272WisdomTree MidCap DividendWT20,248$1.0M0.07%
273Wells Fargo & CO94974610112,647$1.0M0.07%
274Schwab International Equity ET80852480545,208$999,0970.07%
275CVS Health CorpCVS14,399$993,2550.07%
276Agnico Eagle Mines LtdAEM8,294$986,4050.07%
277iShares Core High Dividend ETF46429B6638,391$983,1730.07%
278US Bancorp NewUSB-PS21,711$982,4230.07%
279Ishares Core Emerging Markets46434G10316,356$981,8510.07%
280SPDR S&P Dividend ETF78464A7637,230$981,3280.07%
281Ishares Core Total U.S. Aggreg4642872269,753$967,4980.07%
282SPDR Gold TrustGLD3,148$959,6050.07%
283Intl Business Machine CorpINTR3,247$957,2080.07%
284Ishares Russell Mid Cap ETF46428749910,150$933,4960.07%
285Intuitive Surgical IncISRG1,712$930,3180.07%
286Vanguard Inter Term Corp Bond92206C87011,188$927,7090.07%
287Lockheed Martin CorpLMT1,994$923,5470.07%
288Bank of New York Mellon Corp0640581009,990$910,1890.06%
289Air Products & Chemicals IncAIIR3,190$899,7710.06%
290Chubb LtdCB3,101$898,4220.06%
291Charles Schwab CorpSCHW-PJ9,846$898,3490.06%
292Roper Technologies IncROP1,575$892,7730.06%
293Ishares S&P 500 Value ETF4642874084,551$889,3560.06%
294Vanguard S&P 500 Etf9229083631,561$886,7450.06%
295Intuitive Surgical IncISRG1,617$878,6940.06%
296Boeing COBA-PA4,179$875,6260.06%
297Ishares Msci Emerging Mkt ETF46428723418,089$872,5880.06%
298Texas Instruments Inc8825081044,196$871,1740.06%
299Vanguard Total Bond Market ETF92193783511,821$870,3800.06%
300Norfolk Southern Corp6558441083,388$867,2260.06%
301Exxon Mobil CorporationXOM7,914$853,1260.06%
302Dupont De Nemours IncDD12,373$848,6640.06%
303iShares Short-Term National Mu4642881587,955$845,9350.06%
304Schlumberger LtdSLB24,548$829,7220.06%
305Nike Inc-Class BNKE11,641$826,9770.06%
306Paccar IncPCAR8,699$826,9270.06%
307WisdomTree SmallCap DividendWT25,664$815,2090.06%
308Ishares S&P 500 Growth ETF4642873097,359$810,2260.06%
309Vanguard Index Fund Mid-Cap9229086292,868$802,5520.06%
310SPDR Portfolio Developed Wld e78463X88919,538$791,0940.06%
311Health Care Select Sector SPDR81369Y2095,868$790,9480.06%
312Rbc Bearings IncRBC2,043$786,1460.06%
313First Trust Rising Dividend33738R50612,389$777,3380.06%
314Vaneck ETF Trust Agribusiness92189F70010,556$777,1650.06%
315Schwab U S Large Cap Growth Etf80852430026,515$774,8510.06%
316Nbt Bancorp IncNBTB18,538$770,2490.05%
317Energy Select Sector SPDR81369Y5068,987$762,1870.05%
318Amphenol Corp0320951017,609$751,3890.05%
319Ishares Russell Midcap Growth4642874815,409$750,1200.05%
320Canadian National Railway Comp1363751027,175$746,4870.05%
321Vaneck ETF Trust Agribusiness92189F70010,025$738,0410.05%
322Fiserv IncFISV4,202$724,4670.05%
323Altria Group IncMO12,281$720,0350.05%
324FlexShares Real Assets AllocatFLEX21,965$716,4170.05%
325Medtronic PLCMDT8,199$714,7070.05%
326Dupont De Nemours IncDD10,382$712,1010.05%
327Intel CorpINTC31,675$709,5200.05%
328Norfolk Southern Corp6558441082,768$708,5250.05%
329ComCast Corp-Cl ACCZ19,848$708,3750.05%
330Otis Worldwide CorpOTIS7,124$705,4180.05%
331WisdomTree SmallCap Dividend EWT22,156$703,6750.05%
332Materials Select SPDR Fund81369Y1008,008$703,1850.05%
333Trane Technologies Plc ADRTT1,594$697,2320.05%
334SPDR Gold TrustGLD2,276$693,7930.05%
335Ishares MSCI Emerging Markets46434G76410,915$689,1730.05%
336SPDR Preferred Stock ETF78464A29221,631$687,0010.05%
337Amplify CWP Enhanced Dividend03210840916,036$682,3320.05%
338Ishares National Muni Bond ETF4642884146,530$682,2540.05%
339NBT Bancorp IncNBTB16,357$679,6370.05%
340Nucor CorpNUE5,231$677,6240.05%
341Corteva Inc ComCTVA9,066$675,6890.05%
342T-Mobile US IncTMUSZ2,825$673,0850.05%
343Dicks Sporting Goods Inc2533931023,391$670,7740.05%
344Vaneck Vectors Gold Miners ETF92189F10612,872$670,1160.05%
345Fiserv IncFISV3,866$666,5370.05%
346Medtronic PLCMDT7,532$656,5640.05%
347Sysco CorporationSYY8,656$655,6050.05%
348Dimensional World Ex U S Core Equity 2 Etf25434V88022,105$649,2990.05%
349Ecolab IncECL2,405$648,0030.05%
350Schwab US Aggregate Bd ETF80852483927,802$646,1180.05%
351Vanguard Total Stock Market ET9229087692,122$645,0310.05%
352Sysco CorpSYY8,470$641,5180.05%
353Chipotle Mexican Grill IncCMG11,402$640,2220.05%
354Paypal Holdings IncPYPL8,591$638,4830.05%
355iShares Tr Intrm Gov Cr ETF4642886125,939$634,2260.05%
356Tesla IncTSLA1,992$632,7790.05%
357Ishares Russell 2000 Growth ET4642876482,187$625,1760.04%
358Vanguard FTSE Developed Market92194385810,934$623,3470.04%
359ConocophillipsCOP6,872$616,6930.04%
360Ishares DJ US Telcom Sector ET46428771320,701$616,4760.04%
361American Water Works CO Inc0304201034,388$610,4150.04%
362SPDR Portfolio Intermediate Te78464A37517,686$593,8960.04%
363Ishares Msci Eafe Small Cap ET4642882738,140$591,6150.04%
364O'Reilly Automotive Inc67103H1076,540$589,4500.04%
365Adobe IncADBE1,522$588,8310.04%
366J P Morgan Chase & CoVYLD2,024$586,8400.04%
367Dominion Resources IncD10,221$577,6910.04%
368Truist Financial Corporation89832Q10913,425$577,1410.04%
369Intercontinental Exchange Inc45866F1043,145$577,0130.04%
370The Hershey CompanyHSY3,462$574,5190.04%
371First Trust Value Line Div Index33734H10612,768$570,7100.04%
372Procter & Gamble Co7427181093,564$567,8540.04%
373Fastenal COFAST13,480$566,1600.04%
374Schwab U S Small Cap Etf80852460721,676$548,5490.04%
375Shell PLC Spon ADSRYDAF7,750$545,6780.04%
376Becton DickinsonBDX3,147$542,0710.04%
377Ishares Msci Eafe Value4642888778,538$542,0040.04%
378Gilead Sciences IncGILD4,864$539,2720.04%
379Technology Select Sect SPDR81369Y8032,089$528,9970.04%
380Starbucks CorpSBUX5,755$527,3310.04%
381Golub Cap Bdc Inc38173M10235,987$527,2100.04%
382Metlife IncMET-PF6,511$523,6150.04%
383Marriott International Inc5719032021,908$521,2850.04%
384Starbucks CorpSBUX5,683$520,7330.04%
385Ishares Barclays Mbs Bond ETF4642885885,470$513,5780.04%
386Consumer Staples Select Sector81369Y3086,313$511,1640.04%
387U S Bancorp DelUSB-PS11,199$506,7760.04%
388Ishares DJ US Telcom Sector ET46428771316,805$500,4530.04%
389Enterprise Prods Partners LP29379210716,100$499,2610.04%
390Texas Pacific Land CorporationTPL465$491,2210.03%
391Southern CompanySOMN5,334$489,8210.03%
392Schwab US Mid-Cap ETF80852450817,137$480,6930.03%
393Duke Energy CorpDUKB4,057$478,7260.03%
394Microsoft CorpMSFT960$477,5450.03%
395Schwab US Small Cap ETF80852460718,863$477,2340.03%
396GE Vernova IncGEV898$475,1770.03%
397Kimberly Clark CorpKMB3,670$473,1360.03%
398Schlumberger LtdSLB13,996$473,0650.03%
399Microchip Technology IncMCHPP6,615$465,4980.03%
400General Dynamics CorpGD1,592$464,3230.03%
401Schwab U.S. Large-Cap80852420118,878$461,3780.03%
402Vanguard Real Estate ETF9229085535,171$460,5290.03%
403iShares MSCI Emerg Mkt Min Vol4642865337,296$458,1890.03%
404Sysco CorpSYY6,047$458,0000.03%
405iShares KLD 400 Social Index4642885703,936$457,2060.03%
406Liberty Media Corp DelFWONB4,366$456,2470.03%
407Emerson Elec COEMR3,400$453,3220.03%
408JPMorgan Equity Premium Income46641Q3327,948$451,8440.03%
409Vanguard Mid-Cap Growth Index9229085381,571$446,7770.03%
410Ishares Russell 2000 Growth ET4642876481,558$445,3700.03%
411Gilead Sciences IncGILD3,993$442,7040.03%
412Schwab Fundamental Intl Lg Co80852475510,980$439,4200.03%
413First Trust ISE Water Index Fd33733B1004,052$437,5350.03%
414GSK PLC Sponsored ADRGLAXF11,354$435,9940.03%
415Bank of America Corp0605051049,201$435,4140.03%
416Aflac IncAFL4,119$434,3900.03%
417Xylem IncXYL3,357$434,2620.03%
418First Trust Enhanced Short Matur33739Q4087,247$433,8720.03%
419First Trust DW Dynamic Focus 533738R87812,170$432,4000.03%
420TE Connectivity PLCTEL2,559$431,6270.03%
421Illinois Tool Wks Inc4523081091,742$430,7100.03%
422Clorox CompanyCLX3,559$427,3290.03%
423Intel CorpINTC19,015$425,9360.03%
424Blackrock IncBLK404$423,8970.03%
425SPDR Portfolio Emerging Market78463X5099,868$421,7580.03%
426Vanguard Mid-Cap Index Fd ETF Sh9229086291,495$418,3460.03%
427Taiwan Semiconductor Spons ADR8740391001,827$413,7970.03%
428CME Group Inc.CME1,482$408,4690.03%
429Johnson & JohnsonJNJ2,640$403,2600.03%
430ConocophillipsCOP4,463$400,5100.03%
431Ishares Russell 1000 Growth ET464287614940$399,1050.03%
432Ishares 3-7 Year Treasury Bond4642886613,350$398,9520.03%
433Dominion Resources IncD7,046$398,2400.03%
434ComCast Corp-Cl ACCZ11,156$398,1540.03%
435Boston Scientific CorpBSX3,689$396,2350.03%
436Communication Services Select81369Y8523,594$390,0570.03%
437iShares MSCI EAFE Growth4642888853,481$389,8750.03%
438Ishares Tr 10 Yr Invst Grd4642895117,755$389,3790.03%
439Ishares U S Treasury Bond Etf46429B26716,944$389,3700.03%
440GE Vernova IncGEV733$387,8670.03%
441Analog Devices IncADI1,623$386,3060.03%
442Ball CorpBALL6,843$383,8240.03%
443Amgen IncAMGN1,354$378,0500.03%
444IShares Russell Top 200 Growth4642894381,530$377,1600.03%
445JPMorgan Municipal ETF46641Q6477,545$374,5340.03%
446Martin Marietta Matls Inc573284106680$373,2930.03%
447United Parcel Service Cl BUPS3,674$370,8540.03%
448Markel Group INC COMMKL185$369,5120.03%
449Invesco S&P 500 Equal Weight EIVZ2,031$369,1140.03%
450Dow Inc ComDOW13,923$368,6810.03%
451Vanguard Total Bond Market ETF9219378355,001$368,2240.03%
452Jacobs Solutions IncJ2,775$364,7740.03%
453Dow Inc ComDOW13,674$362,0880.03%
454Alphabet Inc. Class AGOOG2,050$361,2720.03%
455Accenture PLC Cl AACN1,204$359,8640.03%
456First Trust Low Duration33739Q2007,301$359,6470.03%
457US Bancorp NewUSB-PS7,887$356,8870.03%
458DTE Energy CoDTK2,684$355,5230.03%
459Ishares S&P Midcap 400/Grwth E4642876063,890$353,9120.03%
460Vanguard Total International S9219097685,045$348,5590.02%
461Vanguard FTSE Developed Market9219438586,083$346,7920.02%
462Alphabet Inc. Class CGOOG1,954$346,6200.02%
463Charles Schwab CorpSCHW-PJ3,792$345,9820.02%
464FlexShares International QualiFLEX12,745$345,3900.02%
465Raytheon Technologies CoRTX2,351$343,2930.02%
466Northrop Grumman CorporationNOC686$342,9860.02%
467WisdomTree MidCap Dividend ETFWT6,769$339,2620.02%
468Citigroup IncC-PR3,960$337,0750.02%
469Ishares Tr High Yield Systemat46435G2507,025$333,5120.02%
470Woodward IncWWD1,359$333,0770.02%
471Fortive CorpFTV6,365$331,8070.02%
472Enbridge IncorporatedENNPF7,262$329,1140.02%
473McKesson CorpMCK444$325,3540.02%
474Schwab U S Mid Cap Etf80852450811,583$324,9330.02%
475Booking Hldgs IncBKNG56$324,1970.02%
476SPDR Dow Jones Industrial Aver78467X109735$323,8780.02%
477Verizon Communications IncVZ7,393$319,9010.02%
478Vanguard Information Technolog92204A702480$318,3740.02%
479IShares Russell 1000 ETF464287622935$317,4980.02%
480Vanguard Intermediate-Term Bon9219378194,085$315,9340.02%
481Ishares S&P Smallcap/600 Growt4642878872,364$314,5070.02%
482Schwab International80852480514,196$313,7320.02%
483iShares International Treasury4642881177,270$313,3370.02%
484American Tower Corp REIT03027X1001,403$310,0910.02%
485Digital Realty Trust Inc REIT2538681031,776$309,6100.02%
486Ishares Russell MidCap Value4642874732,308$304,9790.02%
487Travelers Companies IncTRV1,136$303,9250.02%
488Westinghouse Air Brake Technol9297401081,450$303,5580.02%
489Stryker CorporationSYK766$303,0530.02%
490Idexx Labs Inc45168D104563$301,9590.02%
491Adobe IncADBE779$301,3800.02%
492Pfizer Inc.PFE12,307$298,3230.02%
493Rbc Bearings IncRBC775$298,2200.02%
494Sherwin Williams COSHW866$297,3500.02%
495Ishares 1-3 Year Treasury ETF4642874573,550$294,1530.02%
496Deutsche Bank Ag ADRD1819089810,000$292,7170.02%
497Applied Materials Inc0382221051,595$291,9970.02%
498Fortive CorpFTV5,587$291,2310.02%
499Cigna Group125523100875$289,2580.02%
500Schwab Fundamental US Broad Mk80852478911,955$286,6810.02%