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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

NBT BANK N A /NY

Quarter ended Q3 2025 · Filed October 28, 2025 · Accession 0001140361-25-039589

Total Value
$1.54B
Positions
1,359
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1Microsoft CorpMSFT110,253$57.1M3.85%
2Microsoft CorpMSFT94,700$49.0M3.31%
3Apple IncAAPL156,942$40.0M2.70%
4FlexShares Mstar Glbl Upstrm NFLEX873,209$38.2M2.58%
5Apple IncAAPL113,134$28.8M1.94%
6Ishares MSCI EAFE Growth ETF464288885234,964$26.8M1.81%
7Trane Technologies Plc ADRTT58,352$24.6M1.66%
8JP Morgan Chase & COVYLD71,232$22.5M1.52%
9Ishares Core S&P US464287671165$21.8M1.47%
10Alphabet Inc Cl AGOOG87,709$21.3M1.44%
11Alphabet Inc Cl CGOOG85,582$20.8M1.41%
12Vanguard Value Etf922908744186$18.4M1.24%
13JP Morgan Chase & COVYLD56,567$17.8M1.20%
14Vanguard Total Stock Market9229087691,641$17.6M1.19%
15Lowes Cos Inc54866110766,429$16.7M1.13%
16Alphabet Inc Cl AGOOG66,047$16.1M1.08%
17Alphabet Inc Cl CGOOG63,711$15.5M1.05%
18McDonalds CorpMCD44,470$13.5M0.91%
19Johnson & JohnsonJNJ72,824$13.5M0.91%
20Procter & Gamble CO74271810982,108$12.6M0.85%
21iShares TR 1-5 Yr Inv Gr Corp464288646202,516$10.7M0.72%
22Amazon.Com IncAMZN48,222$10.6M0.71%
23SPDR S&P Dividend ETF78464A76375,162$10.5M0.71%
24Amazon.Com IncAMZN47,909$10.5M0.71%
25Exxonmobil CorpXOM92,726$10.5M0.71%
26Nvidia CorpNVDA52,339$9.8M0.66%
27Oracle CorporationORCL-PD34,621$9.7M0.66%
28NBT Bancorp IncNBTB233,046$9.7M0.66%
29Deere & CODE20,192$9.2M0.62%
30Abbott LabsABLZF67,283$9.0M0.61%
31Berkshire Hathaway Inc-Cl BBRK-A17,797$8.9M0.60%
32Vanguard Short Term Corp Bond Etf92206C409160$8.8M0.60%
33Vanguard S&P 500 ETF92290836313,757$8.4M0.57%
34Midcap SPDR Trust Series 1MDY13,939$8.3M0.56%
35Berkshire Hathaway Inc-Cl BBRK-A16,476$8.3M0.56%
36RTX CorporationRTX49,361$8.3M0.56%
37IShares 0-5 Yr TIPs ETF46429B74778,198$8.1M0.55%
38Exxonmobil CorpXOM71,156$8.0M0.54%
39Automatic Data Processing IncADP27,047$7.9M0.54%
40Wal Mart IncWMT76,741$7.9M0.53%
41S&P Global IncSPGI15,666$7.6M0.51%
42Costco Wholesale Corp22160K1058,203$7.6M0.51%
43Chevron CorporationCVX48,879$7.6M0.51%
44SPDR S&P 500 ETF TrustSPY10,930$7.3M0.49%
45Ishares Core U S Aggregate Bond Etf464287226201$7.2M0.49%
46Intl. Business Machines CorpINTR25,458$7.2M0.48%
47Ishares 1-3 Year Treasury ETF46428745786,508$7.2M0.48%
48Caterpillar IncCAT14,982$7.1M0.48%
49Ishares Russell 2000 ETF46428765529,037$7.0M0.47%
50Lowes Cos Inc54866110727,224$6.8M0.46%
51Cisco Systems IncCSCO99,318$6.8M0.46%
52Caterpillar IncCAT14,219$6.8M0.46%
53iShares Core MSCI Total Int'l St46432F83483$6.7M0.46%
54Pepsico IncPEP47,412$6.7M0.45%
55Johnson & JohnsonJNJ35,582$6.6M0.45%
56Grainger W W Inc3848021046,842$6.5M0.44%
57Vanguard Small-Cap Value922908611209$6.5M0.44%
58iShares Core Growth ETF46428986764$6.4M0.43%
59Schwab US Dividend Equity ETF808524797234,569$6.4M0.43%
60FlexShares STOXX Glbl Brd InfrFLEX101,453$6.4M0.43%
61Abbvie IncABBV27,493$6.4M0.43%
62Procter & Gamble CO74271810941,013$6.3M0.43%
63Ishares S&P Smll Cap 600464287887142$6.3M0.42%
64Costco Wholesale Corp22160K1056,700$6.2M0.42%
65Intl. Business Machines CorpINTR21,754$6.1M0.41%
66Ishares Core Msci Eafe ETF46432F84269,725$6.1M0.41%
67Caterpillar IncCAT1,909$6.0M0.41%
68Bank Montreal Quebec063671101651$5.9M0.40%
69McDonalds CorpMCD19,204$5.8M0.39%
70General Dynamics CorpGD17,110$5.8M0.39%
71RTX CorporationRTX34,225$5.7M0.39%
72Abbvie IncABBV24,725$5.7M0.39%
73iShares 20 Year Treasury Bond46428743289$5.7M0.39%
74Vaneck Faln Angl Hy Bnd92189F43730$5.6M0.38%
75Chevron CorporationCVX34,274$5.3M0.36%
76Goldman Sachs Group IncGSCE6,478$5.2M0.35%
77Palo Alto NetworksPANW24,705$5.0M0.34%
78Deere & CODE10,787$4.9M0.33%
79TJX Cos Inc87254010934,041$4.9M0.33%
80Ishares Msci Eafe ETF46428746552,296$4.9M0.33%
81Abbott LabsABLZF36,393$4.9M0.33%
82TJX Cos Inc87254010933,685$4.9M0.33%
83Danaher Corp23585110224,122$4.8M0.32%
84Honeywell International Inc43851610622,569$4.8M0.32%
85Coca Cola COKO71,541$4.7M0.32%
86Ingersoll Rand IncIR56,938$4.7M0.32%
87Ishares MSCI EAFE Growth ETF46428888541,149$4.7M0.32%
88Union Pac CorpUNP18,751$4.4M0.30%
89Nextera Energy IncNEE-PW57,645$4.4M0.29%
90Union Pac CorpUNP18,374$4.3M0.29%
91Merck & CO IncMRK50,783$4.3M0.29%
92Lilly Eli & COLLY5,573$4.3M0.29%
93Technology Select Sect SPDR81369Y80315,085$4.3M0.29%
94Wal Mart IncWMT41,131$4.2M0.29%
95Ishares IBoxx High Yield Corpo46428851352,064$4.2M0.29%
96Oracle CorporationORCL-PD14,870$4.2M0.28%
97Ishares New York Muni Bond ETF46428832378,303$4.2M0.28%
98Meta Platforms IncMETA5,531$4.1M0.27%
99Disney Walt CO New25468710635,000$4.0M0.27%
100Automatic Data Processing IncADP13,595$4.0M0.27%
101Berkshire Hathaway Inc Class ABRK-A5$3.8M0.25%
102Pepsico IncPEP26,636$3.7M0.25%
103Cisco Systems IncCSCO54,635$3.7M0.25%
104Uber Technologies IncUBER38,060$3.7M0.25%
105Netflix IncNFLX3,110$3.7M0.25%
106Danaher Corp23585110218,803$3.7M0.25%
107Ishares Msci Emerging Mkt ETF46428723468,309$3.6M0.25%
108Merck & CO IncMRK43,224$3.6M0.24%
109Nvidia CorpNVDA19,435$3.6M0.24%
110Philip Morris International71817210922,061$3.6M0.24%
111American Express COAXP10,677$3.5M0.24%
112Visa Inc Cl AV10,364$3.5M0.24%
113Home Depot IncHD8,691$3.5M0.24%
114Qualcomm IncQCOM21,055$3.5M0.24%
115Schwab International Equity ET808524805148,305$3.5M0.23%
116Unitedhealth Group IncUNH9,805$3.4M0.23%
117Ishares Msci Eafe Small Cap ET46428827343,762$3.4M0.23%
118Lockheed Martin CorpLMT6,704$3.3M0.23%
119IShares 0-5 Yr TIPs ETF46429B74732,302$3.3M0.23%
120Allegion PLCALLE18,476$3.3M0.22%
121Goldman Sachs Group IncGSCE3,993$3.2M0.21%
122Lilly Eli & COLLY4,105$3.1M0.21%
123Broadcom IncAVGO9,130$3.0M0.20%
124Vanguard InfoTechnology92204A702747$3.0M0.20%
125Thermo Fisher Scientific IncTMO6,112$3.0M0.20%
126Vaneck Vectors Gold Miners ETF92189F10638,223$2.9M0.20%
127Materials Select SPDR Fund81369Y10032,263$2.9M0.20%
128Ishares Core S&P 500 ETF4642872004,314$2.9M0.19%
129Linde PLCLIN6,032$2.9M0.19%
130FlexShares Mstar Glbl Upstrm NFLEX65,058$2.8M0.19%
131Ishares Core S&P Mid-Cap ETF46428750743,092$2.8M0.19%
132Bank of America Corp06050510452,617$2.7M0.18%
133Dimensional U S Equity Market Etf25434V401145$2.7M0.18%
134SPDR Portfolio Developed Wld e78463X88962,439$2.7M0.18%
135Eaton Corp PLCETN7,114$2.7M0.18%
136Home Depot IncHD6,488$2.6M0.18%
137Apple IncAAPL509$2.6M0.18%
138Disney Walt CO New25468710622,774$2.6M0.18%
139Blackrock IncBLK2,235$2.6M0.18%
140Meta Platforms IncMETA3,426$2.5M0.17%
141Ishares S&P Pref Stk ETF46428868779,152$2.5M0.17%
142Amphenol Corp03209510120,149$2.5M0.17%
143iShares Core S&P 500464287200669$2.5M0.17%
144Novartis Ag Spons ADRNVSEF18,742$2.4M0.16%
145iShares TR 1-5 Yr Inv Gr Corp46428864645,158$2.4M0.16%
146Quanta Services Incorporated74762E1025,712$2.4M0.16%
147Pfizer IncPFE92,330$2.4M0.16%
148Marsh & McLennan Companies Inc57174810211,662$2.4M0.16%
149T Rowe Price Group IncTROW22,754$2.3M0.16%
150Vanguard Total International S92190976831,680$2.3M0.16%
151Ishares Msci Eafe ETF46428746524,759$2.3M0.16%
152Marsh & McLennan Companies Inc57174810211,235$2.3M0.15%
153Mastercard Inc Cl AMA3,969$2.3M0.15%
154Visa Inc Cl AV6,593$2.3M0.15%
155Ishares Core Emerging Markets46434G10333,918$2.2M0.15%
156Verizon CommunicationsVZ48,991$2.2M0.15%
157Consumer Discretionary Selt81369Y4078,981$2.2M0.15%
158Altria Group IncMO32,317$2.1M0.14%
159Morgan StanleyMS-PQ13,337$2.1M0.14%
160Ishares Nasdaq Biotech ETF46428755614,614$2.1M0.14%
161Salesforce IncCRM8,845$2.1M0.14%
162Carrier Global CorporationCARR34,984$2.1M0.14%
163Aflac IncAFL18,618$2.1M0.14%
164Eaton Corp PLCETN5,539$2.1M0.14%
165Nextera Energy IncNEE-PW27,270$2.1M0.14%
166WisdomTree MidCap Dividend ETFWT39,182$2.0M0.14%
167GE Aerospace3696043016,770$2.0M0.14%
168Utilities Select Sector SPDR81369Y88623,280$2.0M0.14%
169Aberdeen Std Physical Swiss Gold26922Y10537$2.0M0.14%
170Analog Devices IncADI8,154$2.0M0.14%
171American Express COAXP6,014$2.0M0.13%
172Paychex IncPAYX15,700$2.0M0.13%
173Broadcom IncAVGO6,008$2.0M0.13%
174CVS Health CorpCVS26,089$2.0M0.13%
175Wells Fargo & CO94974610122,977$1.9M0.13%
176Stryker CorporationSYK5,190$1.9M0.13%
177Thermo Fisher Scientific IncTMO3,953$1.9M0.13%
178IShares Core Intnl Agg Bond ET46435G67236,940$1.9M0.13%
179Palo Alto NetworksPANW9,238$1.9M0.13%
180Intercontinental Exchange Inc45866F10411,163$1.9M0.13%
181Qualcomm IncQCOM11,301$1.9M0.13%
182Mondelez International Inc60920710529,811$1.9M0.13%
183Schwab US Small Cap ETF80852460766,106$1.8M0.12%
184Boeing COBA-PA8,391$1.8M0.12%
185GE Aerospace3696043015,979$1.8M0.12%
186Berkshire Hathaway Inc Cl BBRK-A1,508$1.8M0.12%
187Emerson Elec COEMR13,532$1.8M0.12%
188Spdr Gold Trust Gold SharesGLD1,066$1.7M0.12%
189SPDR S&P 500 ETF TrustSPY2,565$1.7M0.12%
190Microchip Technology IncMCHPP26,041$1.7M0.11%
191Vanguard Mid-Cap Growth Index9229085385,660$1.7M0.11%
192Sherwin Williams COSHW4,719$1.6M0.11%
193Ecolab IncECL5,639$1.5M0.10%
194Ishares Core S&P Small-Cap ETF46428780412,995$1.5M0.10%
195Pfizer IncPFE59,649$1.5M0.10%
196AT&T IncT-PC53,628$1.5M0.10%
197Netflix IncNFLX1,255$1.5M0.10%
198L3 Harris Technologies IncLHX4,900$1.5M0.10%
199Ishares Nasdaq Biotech ETF46428755610,341$1.5M0.10%
200Real Estate Select Sect SPDR81369Y86035,066$1.5M0.10%
201General Mls Inc37033410429,286$1.5M0.10%
202Vanguard Short Term Bond ETF92193782718,658$1.5M0.10%
203Bristol Myers Squibb COCELG-RI32,316$1.5M0.10%
204iShares MSCI Emerg Mkt Min Vol46428653322,638$1.4M0.10%
205Ishares Core Msci Eafe ETF46432F84216,425$1.4M0.10%
206Southern CompanySOMN15,052$1.4M0.10%
207Verizon CommunicationsVZ32,405$1.4M0.10%
208SPDR S&P Regional Banking ETF78464A69822,492$1.4M0.10%
209Agnico Eagle Mines LtdAEM8,294$1.4M0.09%
210Unitedhealth Group IncUNH4,021$1.4M0.09%
211Mastercard Inc Cl AMA2,409$1.4M0.09%
212S&P Global IncSPGI2,786$1.4M0.09%
213Aon PLC ADRAON3,801$1.4M0.09%
214SPDR S&P Regional Banking ETF78464A69821,331$1.4M0.09%
215Nike Inc-Class BNKE19,231$1.3M0.09%
216Financial Select Sector SPDR81369Y60524,892$1.3M0.09%
217Air Products & Chemicals IncAIIR4,911$1.3M0.09%
218Copart IncCPRT29,695$1.3M0.09%
2193m COMMM8,598$1.3M0.09%
220Autoliv IncALV10,746$1.3M0.09%
221Mondelez International Inc60920710520,819$1.3M0.09%
222Salesforce IncCRM5,487$1.3M0.09%
223Ishares Core S&P Mid-Cap ETF46428750719,879$1.3M0.09%
224Linde PLCLIN2,722$1.3M0.09%
225Brookfield Asset Mgmt Inc Cl A11300410522,602$1.3M0.09%
226Ishares Iboxx $ High Yield Corporate Bond Etf464288513162$1.3M0.09%
227First Trust Dorsey Wright Focus 5 Etf33738R605124$1.3M0.09%
228T Rowe Price Group IncTROW12,445$1.3M0.09%
229Pimco Corporate & Income OpporPTY88,400$1.3M0.09%
230Prudential Finl IncPUKPF12,247$1.3M0.09%
231Philip Morris International7181721097,815$1.3M0.09%
232Industrial Select Sector SPDR81369Y7048,173$1.3M0.09%
233Novartis Ag Spons ADRNVSEF9,819$1.3M0.08%
234Carrier Global CorporationCARR21,089$1.3M0.08%
235Midcap SPDR Trust Series 1MDY2,112$1.3M0.08%
236AT&T IncT-PC44,114$1.2M0.08%
237Honeywell International Inc4385161065,806$1.2M0.08%
238Target CorpTGT13,618$1.2M0.08%
239JPMorgan Municipal ETF46641Q64724,195$1.2M0.08%
240Ishares Total Usd Bond46434V61347$1.2M0.08%
241FlexShares STOXX Glbl Brd InfrFLEX19,100$1.2M0.08%
242Utilities Select Sector SPDR81369Y88613,691$1.2M0.08%
243Autoliv IncALV9,559$1.2M0.08%
244Bristol Myers Squibb COCELG-RI26,093$1.2M0.08%
245Coca Cola COKO17,728$1.2M0.08%
246Servicenow IncNOW1,273$1.2M0.08%
247Target CorpTGT12,991$1.2M0.08%
248Vanguard Ftse Emerging Markets92204285821,419$1.2M0.08%
249Wal-Mart Stores Inc.WMT103$1.2M0.08%
250SPDR Dow Jones Industrial Aver78467X1092,500$1.2M0.08%
251Chubb LtdCB4,081$1.2M0.08%
252Vanguard Inter Term Corp Bond92206C87013,686$1.2M0.08%
253Vanguard Real Estate ETF92290855312,542$1.1M0.08%
254Ishares Russell 2000 ETF4642876554,737$1.1M0.08%
255Schwab US Aggregate Bd ETF80852483948,272$1.1M0.08%
256Prudential Finl IncPUKPF10,887$1.1M0.08%
257Novo Nordisk As Spons ADRNONOF20,200$1.1M0.08%
258SPDR Gold TrustGLD3,148$1.1M0.08%
259iShares ESG MSCI USA46435G425146$1.1M0.08%
260CVS Health CorpCVS14,719$1.1M0.07%
261Charles Schwab CorpSCHW-PJ11,547$1.1M0.07%
262Transdigm Group IncTDG820$1.1M0.07%
263Real Estate Select Sect SPDR81369Y86025,591$1.1M0.07%
264United Parcel Service Cl BUPS12,864$1.1M0.07%
265Bank of New York Mellon Corp0640581009,840$1.1M0.07%
266FlexShares Global Quality RealFLEX17,439$1.1M0.07%
267Schwab US Dividend Equity ETF80852479738,621$1.1M0.07%
268Schwab International Equity ET80852480545,208$1.1M0.07%
269Wisdomtree U S Midcap Dividend EtfWT105$1.0M0.07%
270Amphenol Corp0320951018,416$1.0M0.07%
271iShares Core High Dividend ETF46429B6638,391$1.0M0.07%
272US Bancorp NewUSB-PS21,101$1.0M0.07%
273Norfolk Southern Corp6558441083,381$1.0M0.07%
274SPDR S&P Dividend ETF78464A7637,165$1.0M0.07%
275Vanguard Intermediate-Term Bon92193781912,710$992,5240.07%
276Lockheed Martin CorpLMT1,969$983,1230.07%
277Ishares Russell Mid Cap ETF46428749910,155$980,4650.07%
278Wells Fargo & CO94974610111,574$970,1520.07%
279Ishares Core Total U.S. Aggreg4642872269,668$969,2170.07%
280Ishares Core Emerging Markets46434G10314,691$968,4310.07%
281Ishares New York Muni Bond ETF46428832318,137$967,6090.07%
282Intuitive Surgical IncISRG2,145$959,3080.06%
283Vanguard S&P 500 Etf9229083633,062$956,4500.06%
284American Water Works CO Inc0304201036,867$955,8180.06%
285Metlife IncMET-PF11,564$952,5270.06%
286Ishares Msci Emerging Mkt ETF46428723417,728$946,6470.06%
287Grainger W W Inc384802104990$943,4300.06%
288Vanguard Inter Term Corp Bond92206C87011,188$941,0230.06%
289IntuitINTU1,374$938,3180.06%
290Dupont De Nemours IncDD11,816$920,4660.06%
291Intl Business Machines Corp.INTR564$918,0890.06%
292Intel CorpINTC27,354$917,7270.06%
293Exxon Mobil CorporationXOM226$895,1590.06%
294Boeing COBA-PA4,124$890,0830.06%
295Tesla, Inc.TSLA889$879,2110.06%
296Wisdomtree U S Small Cap Dividend EtfWT67$865,9710.06%
297Chubb LtdCB3,055$862,2740.06%
298Air Products & Chemicals IncAIIR3,140$856,3410.06%
299Paccar IncPCAR8,699$855,2860.06%
300Colgate Palmolive COCL10,654$851,6810.06%
301iShares Short-Term National Mu4642881587,955$849,4350.06%
302Vanguard Index Fund Mid-Cap9229086292,868$842,4460.06%
303Schwab U S Large Cap Growth Etf80852430064$841,3720.06%
304First Trust Rising Dividend Achievers Etf33738R506134$840,6530.06%
305Vaneck Vectors Gold Miners ETF92189F10610,806$825,5780.06%
306Vanguard Total Bond Market ETF92193783511,006$818,5160.06%
307Invesco QQQ Trust Unit Ser 1IVZ1,359$815,9030.06%
308Health Care Select Sector SPDR81369Y2095,813$808,9950.05%
309NBT Bancorp Inc.NBTB42$808,8510.05%
310Schlumberger LtdSLB23,532$808,7950.05%
311Nike Inc-Class BNKE11,518$803,1500.05%
312Otis Worldwide CorpOTIS8,759$800,8350.05%
313Altria Group IncMO12,121$800,7130.05%
314Dupont De Nemours IncDD10,267$799,7990.05%
315Rbc Bearings IncRBC2,033$793,4600.05%
316SPDR Gold TrustGLD2,221$789,4990.05%
317Roper Technologies IncROP1,570$782,9430.05%
318Medtronic PLCMDT8,199$780,8730.05%
319Texas Instruments Inc8825081044,236$778,2800.05%
320Vaneck ETF Trust Agribusiness92189F70010,556$775,3700.05%
321Ishares Russell Midcap Growth4642874815,409$770,2960.05%
322Energy Select Sector SPDR81369Y5068,595$767,8770.05%
323Ishares S&P 500 Value ETF4642874083,649$753,5550.05%
324FlexShares Real Assets AllocatFLEX21,965$737,4530.05%
325Amgen IncAMGN2,601$734,0020.05%
326Vaneck ETF Trust Agribusiness92189F7009,989$733,6920.05%
327Ishares MSCI Emerging Markets46434G76410,805$729,4460.05%
328SPDR Preferred Stock ETF78464A29221,631$715,3370.05%
329Materials Select SPDR Fund81369Y1007,974$714,6470.05%
330Amplify CWP Enhanced Dividend03210840916,031$714,5020.05%
331Sysco CorporationSYY82$712,7350.05%
332Medtronic PLCMDT7,462$710,6810.05%
333Nucor CorpNUE5,231$708,4340.05%
334Ishares S&P 500 Growth ETF4642873095,859$707,2980.05%
335WisdomTree SmallCap Dividend EWT20,919$704,5520.05%
336Vanguard Total Stock Market ET9229087692,122$696,4760.05%
337Dimensional World Ex U S Core Equity 2 Etf25434V88063$690,4730.05%
338SPDR Portfolio Developed Wld e78463X88916,118$689,6890.05%
339Ishares Russell 2000 Growth ET4642876482,147$687,1260.05%
340Sysco CorpSYY8,270$680,9520.05%
341T-Mobile US IncTMUSZ2,825$676,2490.05%
342Trane Technologies Plc ADRTT1,594$672,6040.05%
343Ishares DJ US Telcom Sector ET46428771320,701$667,8140.05%
344O'Reilly Automotive Inc67103H1076,180$666,2660.04%
345Dicks Sporting Goods Inc2533931022,991$664,6600.04%
346Fastenal COFAST13,480$661,0590.04%
347Vanguard FTSE Developed Market92194385810,934$655,1650.04%
348Schwab US Aggregate Bd ETF80852483927,802$652,5130.04%
349NBT Bancorp IncNBTB15,597$651,3340.04%
350ConocophillipsCOP6,808$643,9690.04%
351Canadian National Railway Comp1363751026,800$641,2400.04%
352JPMorgan Chase & Co.VYLD631$638,4980.04%
353Ecolab IncECL2,330$638,0940.04%
354Otis Worldwide CorpOTIS6,974$637,6330.04%
355Truist Financial Corporation89832Q10913,618$622,6150.04%
356Becton DickinsonBDX3,300$617,6610.04%
357ComCast Corp-Cl ACCZ19,654$617,5290.04%
358The Procter & Gamble Company742718109461$610,1980.04%
359Ishares Msci Eafe Small Cap ET4642882737,916$607,3160.04%
360Intel CorpINTC18,100$607,2550.04%
361Norfolk Southern Corp6558441082,018$606,2270.04%
362Schwab U S Small Cap Etf80852460756$605,7880.04%
363General Dynamics CorpGD1,770$603,5700.04%
364American Water Works CO Inc0304201034,313$600,3260.04%
365SPDR Portfolio Intermediate Te78464A37517,541$594,4640.04%
366Dominion Energy Inc.D9,691$592,7980.04%
367First Trust Value Line Dividend Index Etf33734H10692$590,3220.04%
368Technology Select Sect SPDR81369Y8032,089$588,8060.04%
369Corteva Inc ComCTVA8,590$580,9420.04%
370Paypal Holdings IncPYPL8,647$579,8680.04%
371Ishares Msci Eafe Value46428887768$579,4720.04%
372Ishares National Muni Bond ETF4642884145,280$562,2670.04%
373TE Connectivity PLCTEL2,559$561,7770.04%
374GE Vernova IncGEV898$552,1800.04%
375GSK PLC Sponsored ADRGLAXF12,757$550,5920.04%
376Ishares 1-3 Year Treasury ETF4642874576,550$543,3880.04%
377Ishares DJ US Telcom Sector ET46428771316,799$541,9360.04%
378U S Bancorp DelUSB-PS97$541,6330.04%
379Intercontinental Exchange Inc45866F1043,180$535,7660.04%
380Ishares Barclays Mbs Bond ETF4642885885,470$520,4710.04%
381Gilead Sciences IncGILD4,664$517,7040.03%
382Schwab US Small Cap ETF80852460718,448$514,6990.03%
383Taiwan Semiconductor Spons ADR8740391001,827$510,2630.03%
384iShares Tr Intrm Gov Cr ETF4642886124,729$508,0700.03%
385Schwab US Mid-Cap ETF80852450817,137$507,9410.03%
386Duke Energy CorpDUKB4,063$502,7960.03%
387Schwab U.S. Large-Cap80852420126$499,0110.03%
388Ishares Russell 2000 Growth ET4642876481,558$498,6220.03%
389Alphabet Inc. Class AGOOG243$498,3550.03%
390iShares KLD 400 Social Index464288570126$495,7390.03%
391Invesco S&P 500 Equal Weight EIVZ2,609$494,9270.03%
392Consumer Staples Select Sector81369Y3086,307$494,2800.03%
393Marriott International Inc5719032021,883$490,4090.03%
394Johnson & JohnsonJNJ371$489,5090.03%
395Starbucks CorpSBUX5,755$486,8730.03%
396Fiserv IncFISV3,766$485,5500.03%
397Shell PLC Spon ADSRYDAF6,750$482,8280.03%
398Starbucks CorpSBUX5,648$477,8210.03%
399Alphabet Inc. Class CGOOG244$475,8970.03%
400Bank of America Corp0605051049,207$474,9840.03%
401Sysco CorpSYY5,737$472,3850.03%
402Schwab Fundamental Intl Lg Co80852475510,980$471,7010.03%
403GE Vernova IncGEV760$467,3240.03%
404Vanguard FTSE Developed Market9219438587,790$466,7770.03%
405Schlumberger LtdSLB13,556$465,9200.03%
406Vanguard Real Estate ETF9229085535,093$465,6020.03%
407Blackrock IncBLK396$461,6850.03%
408SPDR Portfolio Emerging Market78463X5099,853$461,2190.03%
409AT&T, Inc.T-PC28$461,0910.03%
410Aflac IncAFL4,119$460,0920.03%
411Southern CompanySOMN4,834$458,1180.03%
412iShares MSCI Emerg Mkt Min Vol4642865337,177$458,1080.03%
413Kimberly Clark CorpKMB3,670$456,3280.03%
414Liberty Media Corp DelFWONB4,366$456,0290.03%
415First Trust ISE Water Index Fd33733B100112$455,2420.03%
416Xylem IncXYL3,083$454,7430.03%
417Adobe IncADBE1,280$451,5200.03%
418Emerson Elec COEMR3,390$444,7000.03%
419Fiserv IncFISV3,436$443,0030.03%
420Ishares Russell 1000 Growth ET464287614940$440,3050.03%
421Vanguard Mid-Cap Growth Index9229085381,496$439,5100.03%
422Texas Instruments Inc8825081042,376$436,5420.03%
423JPMorgan Equity Premium Income46641Q3327,628$435,5590.03%
424Texas Pacific Land CorporationTPL465$434,1430.03%
425Illinois Tool Wks Inc4523081091,662$433,3830.03%
426First Trust Enhanced Short Maturity Etf33739Q408120$431,7060.03%
427Martin Marietta Matls Inc573284106680$428,5900.03%
428Microchip Technology IncMCHPP6,615$424,8150.03%
429Dominion Energy Inc.D6,871$420,2990.03%
430Corning Inc.GLW82$420,0110.03%
431First Trust DW Dynamic Focus 533738R87836$419,1190.03%
432IShares Russell Top 200 Growth4642894381,530$418,6850.03%
433Northrop Grumman CorporationNOC686$417,9940.03%
434Jacobs Solutions IncJ2,775$415,8620.03%
435ConocophillipsCOP4,387$414,9660.03%
436Enterprise Prods Partners LP29379210713,100$409,6370.03%
437Chipotle Mexican Grill IncCMG10,416$408,2030.03%
438Alamos Gold Inc NewAGI11,690$407,5130.03%
439CME Group Inc.CME1,482$400,4220.03%
440Ishares 3-7 Year Treasury Bond4642886613,350$400,3590.03%
441Ishares Tr 10 Yr Invst Grd4642895117,755$399,6930.03%
442Analog Devices IncADI1,623$398,7710.03%
443Clorox CompanyCLX3,234$398,7520.03%
444iShares MSCI EAFE Growth464288885114$396,4160.03%
445Westinghouse Air Brake Technol9297401081,966$394,1240.03%
446Intuitive Surgical IncISRG880$393,5620.03%
447Raytheon Technologies CoRTX335$393,3930.03%
448Communication Services Select81369Y8523,314$392,2780.03%
449iShares U.S. Treasury Bond46429B26723$388,6930.03%
450Citigroup IncC-PR3,820$387,7300.03%
451Vanguard Mid-Cap Index Fd ETF Sh922908629294$382,1560.03%
452Amgen IncAMGN1,354$382,0990.03%
453GE Healthcare Technologies IncGEHC5,075$381,1330.03%
454JPMorgan Municipal ETF46641Q6477,545$380,7960.03%
455DTE Energy CoDTK2,684$379,5980.03%
456US Bancorp NewUSB-PS7,802$377,0710.03%
457Ishares S&P Midcap 400/Grwth E4642876063,900$373,9710.03%
458Vanguard Total International S9219097685,045$370,6060.03%
459Ishares Tr High Yield Systemat46435G2507,675$367,2100.02%
460Gilead Sciences IncGILD3,307$367,0770.02%
461Verizon Communications Inc.VZ88$366,8760.02%
462Charles Schwab CorpSCHW-PJ3,832$365,8410.02%
463First Trust Low Duration33739Q20050$363,5170.02%
464Vanguard Information Technolog92204A702480$358,3820.02%
465WisdomTree MidCap Dividend ETFWT6,769$354,0190.02%
466Idexx Labs Inc45168D104554$353,9450.02%
467Markel Group INC COMMKL185$353,6020.02%
468Deutsche Bank Ag ADRD1819089810,000$352,9590.02%
469FlexShares International QualiFLEX12,345$352,2650.02%
470Cadence Design System IncCDNS995$349,5040.02%
471The Hershey CompanyHSY1,862$348,2870.02%
472ComCast Corp-Cl ACCZ11,006$345,7940.02%
473Woodward IncWWD1,363$344,4440.02%
474Schwab U S Mid Cap Etf80852450859$343,3140.02%
475IShares Russell 1000 ETF464287622935$341,7240.02%
476Ishares S&P Smallcap/600 Growt4642878872,409$340,8740.02%
477SPDR Dow Jones Industrial Aver78467X109735$340,8490.02%
478Cummins IncCMI793$334,9390.02%
479Enbridge IncorporatedENNPF6,512$328,5960.02%
480Vanguard Total Bond Market ETF9219378354,396$326,9310.02%
481Applied Materials Inc0382221051,595$326,5600.02%
482McKesson CorpMCK419$323,6940.02%
483Ishares Russell MidCap Value4642874732,308$322,3580.02%
484Stryker CorporationSYK872$322,3520.02%
485Travelers Companies IncTRV1,136$317,1940.02%
486Pfizer Inc.PFE76$316,6690.02%
487Schwab International80852480523$315,3510.02%
488Boston Scientific CorpBSX3,219$314,2710.02%
489iShares International Treasury4642881177,270$309,7020.02%
490Schwab Fundamental US Broad Mk80852478911,955$307,7220.02%
491Digital Realty Trust Inc REIT2538681031,776$307,0350.02%
492Corning IncGLW3,702$303,6750.02%
493Booking Hldgs IncBKNG56$302,3590.02%
494Fortive CorpFTV6,154$301,4840.02%
495American Tower Corp REIT03027X1001,558$299,6350.02%
496United Parcel Service Cl BUPS3,580$299,0370.02%
497Dow Inc ComDOW13,007$298,2510.02%
498Applied Materials Inc0382221051,455$297,8970.02%
499Oracle Corp.ORCL-PD281$296,9890.02%
500Dow Inc ComDOW12,932$296,5310.02%