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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

Cresset Asset Management, LLC

Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001172661-24-004738

Total Value
$25.99B
Positions
4,096
Other Managers
22
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ARISTA NETWORKS INCANET7,225,495$2.77B11.81%
2SPDR S&P 500 ETF TRSPY3,249,687$1.87B7.97%
3ISHARES TR4642872001,794,445$1.04B4.41%
4APPLE INCAAPL3,330,820$776.1M3.31%
5INVESCO EXCHANGE TRADED FD TIVZ3,555,007$636.9M2.71%
6ISHARES TR464287200884,334$510.1M2.17%
7META PLATFORMS INCMETA847,644$485.2M2.07%
8MICROSOFT CORPMSFT1,089,952$469.0M2.00%
9ISHARES TR4642878043,479,545$407.0M1.73%
10ISHARES TR46432F8424,722,696$368.6M1.57%
11ALPHABET INCGOOG1,914,028$317.4M1.35%
12ISHARES TR4642871011,120,225$310.0M1.32%
13NVIDIA CORPORATIONNVDA2,477,853$300.9M1.28%
14ISHARES TR4642871011,077,084$298.1M1.27%
15ISHARES TR4642878042,504,027$292.9M1.25%
16VANGUARD INTL EQUITY INDEX F9220427754,630,105$291.7M1.24%
17AMAZON COM INCAMZN1,450,916$270.3M1.15%
18VANGUARD INDEX FDS922908769823,872$234.0M1.00%
19VANGUARD INDEX FDS922908363392,540$207.8M0.89%
20ALPHABET INCGOOG1,242,492$207.7M0.88%
21ISHARES TR464287614537,908$201.9M0.86%
22ISHARES TR4642875072,867,595$178.7M0.76%
23UNITEDHEALTH GROUP INCUNH293,352$171.5M0.73%
24PROSHARES TR74348A4671,584,055$169.9M0.72%
25SCHWAB STRATEGIC TR8085247971,858,773$157.1M0.67%
26VANGUARD INDEX FDS922908637574,925$151.8M0.65%
27DYCOM INDS INC267475101715,216$141.0M0.60%
28BERKSHIRE HATHAWAY INC DELBRK-A301,025$138.5M0.59%
29C H ROBINSON WORLDWIDE INCCHRW1,162,309$129.0M0.55%
30ORACLE CORPORCL-PD744,684$126.9M0.54%
31SCHWAB STRATEGIC TR8085242011,805,321$122.5M0.52%
32SCHWAB STRATEGIC TR8085248052,957,216$121.6M0.52%
33JPMORGAN CHASE & CO.VYLD562,199$118.5M0.50%
34VANGUARD SPECIALIZED FUNDS921908844587,609$116.9M0.50%
35C H ROBINSON WORLDWIDE INCCHRW1,039,207$114.7M0.49%
36ELI LILLY & COLLY127,593$113.0M0.48%
37TESLA INCTSLA411,288$107.6M0.46%
38VISA INCV379,866$104.4M0.44%
39ISHARES TR46432F339551,195$98.8M0.42%
40VANGUARD INDEX FDS922908629373,714$98.6M0.42%
41INVESCO QQQ TRIVZ194,065$94.8M0.40%
42ISHARES TR46436E718928,097$93.5M0.40%
43ISHARES TR464287655417,850$92.3M0.39%
44UNITEDHEALTH GROUP INCUNH157,169$91.9M0.39%
45WALMART INCWMT1,091,958$88.2M0.38%
46VANGUARD TAX-MANAGED FDS9219438581,601,470$84.6M0.36%
47JOHNSON & JOHNSONJNJ518,762$84.1M0.36%
48BROADCOM INCAVGO481,090$83.0M0.35%
49CENTENE CORP DELCNC1,090,341$82.1M0.35%
50CENTENE CORP DELCNC1,044,731$78.6M0.34%
51PALANTIR TECHNOLOGIES INCPLTR1,885,839$70.2M0.30%
52FIRST TR EXCHANGE-TRADED FD33738D1012,048,509$68.8M0.29%
53ISHARES TR464287150540,130$67.9M0.29%
54MASTERCARD INCORPORATEDMA135,267$66.8M0.28%
55CATERPILLAR INCCAT170,775$66.8M0.28%
56SPDR S&P 500 ETF TRSPY116,385$66.8M0.28%
57UBER TECHNOLOGIES INCUBER883,968$66.4M0.28%
58VANGUARD INDEX FDS922908736172,380$66.2M0.28%
59BANK AMERICA CORP0605051041,642,098$65.2M0.28%
60EXXON MOBIL CORPXOM546,928$64.1M0.27%
61ABBVIE INCABBV317,531$62.7M0.27%
62PEPSICO INCPEP365,844$62.2M0.27%
63AMERICAN CENTY ETF TR025072885641,087$61.0M0.26%
64ISHARES INC46434G1031,051,033$60.3M0.26%
65ISHARES TR464287465714,374$59.7M0.25%
66COSTCO WHSL CORP NEW22160K10566,932$59.3M0.25%
67VANGUARD INTL EQUITY INDEX F9220428581,226,986$58.7M0.25%
68PROCTER AND GAMBLE CO742718109335,756$58.2M0.25%
69SPDR GOLD TRGLD236,308$57.4M0.24%
70ACCENTURE PLC IRELANDACN159,521$56.4M0.24%
71ISHARES TR464287598296,792$56.3M0.24%
72VANGUARD INDEX FDS922908611279,804$56.2M0.24%
73EQUINIX INCEQIX62,643$55.6M0.24%
74MCDONALDS CORPMCD182,550$55.6M0.24%
75APPLE INCAAPL237,676$55.4M0.24%
76ISHARES TR46434V4561,326,659$55.0M0.23%
77ISHARES TR464287648190,149$54.0M0.23%
78SPDR S&P 500 ETF TRSPY94,000$53.9M0.23%
79BERKSHIRE HATHAWAY INC DELBRK-A77$53.2M0.23%
80CHEVRON CORP NEWCVX347,064$51.1M0.22%
81SCHWAB STRATEGIC TR8085246721,923,209$50.3M0.21%
82VANGUARD INTL EQUITY INDEX F922042742403,571$48.3M0.21%
83NETFLIX INCNFLX66,874$47.4M0.20%
84DRAFTKINGS INC NEWDKNG1,202,193$47.1M0.20%
85MERCK & CO INCMRK409,462$46.8M0.20%
86HOME DEPOT INCHD115,441$46.8M0.20%
87CISCO SYS INCCSCO841,104$44.8M0.19%
88VANGUARD INDEX FDS922908744255,108$44.5M0.19%
89AMEDISYS INC023436108458,370$44.2M0.19%
90COCA COLA COKO595,621$43.1M0.18%
91ISHARES TR464287689127,483$41.7M0.18%
92ISHARES TR46435G268598,590$40.5M0.17%
93INTERNATIONAL BUSINESS MACHSINTR177,723$39.3M0.17%
94VANGUARD WHITEHALL FDS921946810439,486$38.8M0.17%
95ADOBE INCADBE74,759$38.7M0.16%
96SALESFORCE INCCRM138,301$37.9M0.16%
97WELLS FARGO CO NEW949746101659,268$37.2M0.16%
98ANALOG DEVICES INCADI158,622$36.5M0.16%
99BROWN & BROWN INCBRO350,900$36.4M0.15%
100ABBOTT LABSABLZF311,923$35.6M0.15%
101MICROSOFT CORPMSFT82,119$35.3M0.15%
102VANGUARD STAR FDS921909768543,484$35.2M0.15%
103TAIWAN SEMICONDUCTOR MFG LTD874039100199,465$34.8M0.15%
104DANAHER CORPORATION235851102123,213$34.3M0.15%
105NEXTERA ENERGY INCNEE-PW400,783$33.9M0.14%
106RTX CORPORATIONRTX278,352$33.7M0.14%
107THERMO FISHER SCIENTIFIC INCTMO54,450$33.7M0.14%
108INTUITINTU54,167$33.6M0.14%
109SCHWAB CHARLES CORPSCHW-PJ515,727$33.4M0.14%
110REDDIT INCRDDT504,206$33.2M0.14%
111APPLIED MATLS INC038222105163,962$33.1M0.14%
112AON PLCAON95,709$33.1M0.14%
113S&P GLOBAL INCSPGI62,766$32.4M0.14%
114CONOCOPHILLIPSCOP304,282$32.0M0.14%
115SELECT SECTOR SPDR TR81369Y803141,744$32.0M0.14%
116QUALCOMM INCQCOM188,159$32.0M0.14%
117TARGET CORPTGT199,527$31.1M0.13%
118ISHARES GOLD TRIAU619,781$30.8M0.13%
119LOWES COS INC548661107113,264$30.7M0.13%
120TJX COS INC NEW872540109256,324$30.1M0.13%
121ISHARES GOLD TRIAU603,155$30.0M0.13%
122COMCAST CORP NEWCCZ700,106$29.2M0.12%
123SPDR S&P 500 ETF TRSPY50,600$29.0M0.12%
124AMPHENOL CORP NEW032095101434,892$28.4M0.12%
125AMERICAN CENTY ETF TR025072703418,413$28.0M0.12%
126LINDE PLCLIN57,471$27.4M0.12%
127LOCKHEED MARTIN CORPLMT46,633$27.3M0.12%
128J P MORGAN EXCHANGE TRADED F46641Q837537,199$27.3M0.12%
129BRISTOL-MYERS SQUIBB COCELG-RI523,014$27.1M0.12%
130T-MOBILE US INCTMUSZ130,983$27.0M0.12%
131PHILIP MORRIS INTL INC718172109219,887$27.0M0.11%
132AMGEN INCAMGN82,383$26.5M0.11%
133ADVANCED MICRO DEVICES INCAMD161,478$26.5M0.11%
134SAP SESAPGF115,594$26.5M0.11%
135DISNEY WALT CO254687106270,080$26.0M0.11%
136PFIZER INCPFE886,856$25.7M0.11%
137HONEYWELL INTL INC438516106124,039$25.6M0.11%
138MEDTRONIC PLCMDT279,855$25.4M0.11%
139INVESCO EXCH TRADED FD TR IIIVZ126,270$25.4M0.11%
140BALL CORPBALL368,602$25.0M0.11%
141BLACKSTONE INCBX163,231$25.0M0.11%
142AMERICAN EXPRESS COAXP91,277$24.8M0.11%
143APPLE INCAAPL106,000$24.7M0.11%
144ISHARES TR464288414223,436$24.3M0.10%
145SHELL PLCRYDAF365,354$24.1M0.10%
146SELECT SECTOR SPDR TR81369Y506269,222$23.6M0.10%
147DEERE & CODE56,321$23.6M0.10%
148ISHARES TR464287234511,674$23.5M0.10%
149HUMANA INCHUM72,781$23.1M0.10%
150CLEAN HARBORS INCCLH95,406$23.1M0.10%
151INTERCONTINENTAL EXCHANGE IN45866F104143,203$23.0M0.10%
152SERVICENOW INCNOW25,718$23.0M0.10%
153FIVE BELOW INCFIVE260,028$23.0M0.10%
154COPART INCCPRT438,398$23.0M0.10%
155EMERSON ELEC COEMR209,185$22.9M0.10%
156FIVE BELOW INCFIVE258,096$22.8M0.10%
157ZSCALER INCZS132,680$22.7M0.10%
158VANGUARD WORLD FD92204A70238,549$22.6M0.10%
159VANGUARD INTL EQUITY INDEX F922042874314,927$22.4M0.10%
160VANGUARD INDEX FDS92290859583,704$22.4M0.10%
161ISHARES TR46428762270,476$22.2M0.09%
162ELEVANCE HEALTH INCELV41,796$21.7M0.09%
163MONDELEZ INTL INC609207105293,127$21.7M0.09%
164VERIZON COMMUNICATIONS INCVZ483,693$21.7M0.09%
165FIDELITY WISE ORIGIN BITCOINFBTC389,783$21.6M0.09%
166CHUBB LIMITEDCB72,889$21.1M0.09%
167SELECT SECTOR SPDR TR81369Y605460,628$20.9M0.09%
168SPDR S&P MIDCAP 400 ETF TRMDY36,494$20.8M0.09%
169GE VERNOVA INCGEV81,487$20.8M0.09%
170AMERICAN CENTY ETF TR025072604319,876$20.7M0.09%
171ARK ETF TR00214Q104433,415$20.6M0.09%
172AUTOMATIC DATA PROCESSING INADP73,340$20.4M0.09%
173CINTAS CORPCTAS98,167$20.2M0.09%
174ISHARES TR464288257168,278$20.1M0.09%
175ISHARES TR464287309210,093$20.1M0.09%
176SS&C TECHNOLOGIES HLDGS INCSSNC262,768$19.5M0.08%
177GOLDMAN SACHS GROUP INCGSCE39,361$19.5M0.08%
178TEXAS INSTRS INC88250810493,844$19.4M0.08%
179HALOZYME THERAPEUTICS INCHALO334,100$19.1M0.08%
180ASML HOLDING N VASMLF22,936$19.1M0.08%
181UNION PAC CORPUNP76,715$18.9M0.08%
182AFLAC INCAFL167,923$18.8M0.08%
183INTUITIVE SURGICAL INCISRG38,044$18.7M0.08%
184SELECT SECTOR SPDR TR81369Y209119,516$18.4M0.08%
185AMETEK INCAME106,244$18.2M0.08%
186GLOBAL X FDS37954Y293334,857$18.2M0.08%
187WASTE CONNECTIONS INCWCN100,980$18.1M0.08%
188AERCAP HOLDINGS NVAER189,800$18.0M0.08%
189ALLIANCEBERNSTEIN HLDG L P01881G106511,865$17.9M0.08%
190INNOVATOR ETFS TRUSTINHD471,539$17.9M0.08%
191ISHARES TR464287226176,058$17.8M0.08%
192COLGATE PALMOLIVE COCL170,624$17.7M0.08%
193APPLOVIN CORPAPP134,871$17.6M0.08%
194WORKDAY INCWDAY71,782$17.5M0.07%
195BIO-TECHNE CORPTECH217,758$17.4M0.07%
196INGREDION INCINGR126,385$17.4M0.07%
197CAPITAL ONE FINL CORP14040H105114,203$17.1M0.07%
198ISHARES TR464288257142,581$17.0M0.07%
199EOG RES INCEOG136,122$16.7M0.07%
200BWX TECHNOLOGIES INCBWXT153,675$16.7M0.07%
201EATON CORP PLCETN50,228$16.6M0.07%
202J P MORGAN EXCHANGE TRADED F46641Q332279,717$16.6M0.07%
203WASTE MGMT INC DEL94106L10979,799$16.6M0.07%
204PURE STORAGE INC74624M102328,838$16.5M0.07%
205UNILEVER PLCUNLYF254,060$16.5M0.07%
206DIMENSIONAL ETF TRUST25434V708479,298$16.4M0.07%
207ILLINOIS TOOL WKS INC45230810961,994$16.3M0.07%
208ISHARES INC46434G822226,737$16.2M0.07%
209IQVIA HLDGS INCIQV68,241$16.2M0.07%
210NVIDIA CORPORATIONNVDA132,883$16.1M0.07%
211VANGUARD WORLD FD921910840124,644$16.0M0.07%
212ISHARES TR46428765572,216$16.0M0.07%
213VANGUARD WHITEHALL FDS921946406124,277$15.9M0.07%
214NUCOR CORPNUE103,775$15.7M0.07%
215NOVO-NORDISK A SNONOF131,356$15.6M0.07%
216CORNING INCGLW345,576$15.6M0.07%
217FREEPORT-MCMORAN INCFCX311,284$15.5M0.07%
218ENTEGRIS INCENTG137,646$15.5M0.07%
219KINDER MORGAN INC DELEP-PC697,225$15.4M0.07%
220OCCIDENTAL PETE CORP674599105297,559$15.4M0.07%
221BLACKROCK INCBLK16,034$15.2M0.06%
222AIR PRODS & CHEMS INCAIIR50,755$15.1M0.06%
223SHERWIN WILLIAMS COSHW39,569$15.1M0.06%
224GENERAL MTRS CO37045V100330,141$14.8M0.06%
225VANGUARD INDEX FDS92290876952,134$14.8M0.06%
226PALO ALTO NETWORKS INCPANW43,170$14.8M0.06%
227ECOLAB INCECL57,449$14.7M0.06%
228GENERAL DYNAMICS CORPGD48,428$14.6M0.06%
229BOOKING HOLDINGS INCBKNG3,472$14.6M0.06%
230KBR INCKBR223,009$14.6M0.06%
231INVESCO EXCHANGE TRADED FD TIVZ214,602$14.4M0.06%
232ISHARES TR464287499163,564$14.4M0.06%
233VANGUARD INDEX FDS92290875160,164$14.3M0.06%
234AMAZON COM INCAMZN76,469$14.2M0.06%
235GRAINGER W W INC38480210413,592$14.1M0.06%
236PEPSICO INCPEP82,804$14.1M0.06%
237PAYPAL HLDGS INCPYPL179,468$14.0M0.06%
238SPDR S&P 500 ETF TRSPY24,400$14.0M0.06%
239ALTRIA GROUP INCMO268,937$14.0M0.06%
240AMERICAN CENTY ETF TR025072877144,575$13.9M0.06%
241BLOCK INCBSQKZ205,856$13.8M0.06%
242HENRY SCHEIN INCHSIC188,624$13.8M0.06%
243NIKE INCNKE152,585$13.5M0.06%
244STEPAN COSCL175,107$13.5M0.06%
245INNOVATOR ETFS TRUSTINHD349,619$13.5M0.06%
246INTEL CORPINTC572,218$13.4M0.06%
247ALPHABET INCGOOG80,000$13.4M0.06%
248STARBUCKS CORPSBUX136,230$13.3M0.06%
249ZOETIS INCZTS66,991$13.1M0.06%
250SYNOPSYS INCSNPS25,784$13.1M0.06%
251UGI CORP NEW902681105510,349$13.0M0.06%
252WOODWARD INCWWD74,943$12.9M0.05%
253ISHARES TR464288182163,078$12.8M0.05%
254HILTON WORLDWIDE HLDGS INCHLT55,493$12.8M0.05%
255DOVER CORPDOV66,391$12.7M0.05%
256ISHARES TR464287507204,254$12.7M0.05%
257ISHARES TR46429B697139,360$12.7M0.05%
258AIRBNB INCABNB99,273$12.6M0.05%
259SHOPIFY INCSHOP155,075$12.4M0.05%
260COINBASE GLOBAL INCCOIN68,828$12.3M0.05%
261SYSCO CORPSYY156,965$12.3M0.05%
262ISHARES TR464288182156,056$12.2M0.05%
263SALESFORCE INCCRM44,600$12.2M0.05%
264ABRDN ETFS003261104596,503$12.2M0.05%
265UNITED PARCEL SERVICE INCUPS89,187$12.2M0.05%
266STRYKER CORPORATIONSYK33,566$12.2M0.05%
267AUTODESK INCADSK44,108$12.2M0.05%
268SCHWAB STRATEGIC TR808524706415,860$12.1M0.05%
269ATMOS ENERGY CORPATO87,139$12.1M0.05%
270US BANCORP DELUSB-PS261,161$12.1M0.05%
271FMC CORPFMC181,431$12.1M0.05%
272MOTOROLA SOLUTIONS INCMSI26,750$12.1M0.05%
273GRAYSCALE BITCOIN TR BTCGBTC238,527$12.0M0.05%
274GILEAD SCIENCES INCGILD143,130$12.0M0.05%
275ISHARES TR464288885110,746$11.9M0.05%
276AMERICAN INTL GROUP INC026874784161,963$11.9M0.05%
277AIRBNB INCABNB91,244$11.6M0.05%
278JUNIPER NETWORKS INC48203R104291,351$11.4M0.05%
279VANGUARD ADMIRAL FDS INC92193250532,744$11.3M0.05%
280CHARTER COMMUNICATIONS INC N16119P10834,870$11.3M0.05%
281NORFOLK SOUTHN CORP65584410845,334$11.3M0.05%
282BERKSHIRE HATHAWAY INC DELBRK-A24,377$11.2M0.05%
283EVERCORE INCEVR44,103$11.2M0.05%
284TRUIST FINL CORP89832Q109260,098$11.1M0.05%
285KENVUE INCKVUE480,141$11.1M0.05%
286NORDSON CORPNDSN42,149$11.1M0.05%
287KIMBERLY-CLARK CORPKMB77,129$11.1M0.05%
288REGENERON PHARMACEUTICALSREGN10,271$10.8M0.05%
289PROGRESSIVE CORP74331510342,390$10.8M0.05%
290CONFLUENT INC20717M103526,515$10.7M0.05%
291VERTEX PHARMACEUTICALS INCVRTX23,023$10.7M0.05%
292MORGAN STANLEYMS-PQ102,486$10.7M0.05%
293ADOBE INCADBE20,500$10.6M0.05%
294CVS HEALTH CORPCVS168,163$10.6M0.05%
295SWEETGREEN INCSG297,668$10.6M0.04%
296SPDR SER TR78468R663114,569$10.5M0.04%
297CHIPOTLE MEXICAN GRILL INCCMG181,862$10.5M0.04%
298EASTMAN CHEM COEMN92,926$10.5M0.04%
299BROWN FORMAN CORPBF-B210,419$10.4M0.04%
300GE AEROSPACE36960430154,759$10.3M0.04%
301ISHARES TR46432F38894,507$10.3M0.04%
302RBC BEARINGS INCRBC34,412$10.3M0.04%
303PNC FINL SVCS GROUP INC69347510555,670$10.3M0.04%
304BRC INCBRCC3,000,000$10.3M0.04%
305SMUCKER J M CO83269640584,205$10.2M0.04%
306AMCOR PLCAMCCF879,537$10.0M0.04%
307DIMENSIONAL ETF TRUST25434V401158,868$9.9M0.04%
308CHURCH & DWIGHT CO INCCHD93,967$9.8M0.04%
309DEERE & CODE23,507$9.8M0.04%
310CONSOLIDATED EDISON INCED93,252$9.7M0.04%
311ISHARES TR46428716871,677$9.7M0.04%
312PPL CORPPPLC288,719$9.6M0.04%
313VANGUARD INDEX FDS92290863736,292$9.6M0.04%
314MICRON TECHNOLOGY INCMU91,413$9.5M0.04%
315PENTAIR PLCPNR95,962$9.4M0.04%
316SPDR SER TR78464A76365,758$9.3M0.04%
317ROPER TECHNOLOGIES INCROP16,544$9.2M0.04%
318PPG INDS INC69350610769,233$9.2M0.04%
319UBER TECHNOLOGIES INCUBER121,977$9.2M0.04%
320SMITH A O CORPAOS101,960$9.2M0.04%
321DUOLINGO INCDUOL32,436$9.1M0.04%
322KLA CORPKLAC11,791$9.1M0.04%
323D R HORTON INC23331A10947,764$9.1M0.04%
324SCHWAB STRATEGIC TR808524102136,884$9.1M0.04%
325SCHWAB STRATEGIC TR808524508109,171$9.1M0.04%
326MARSH & MCLENNAN COS INC57174810240,578$9.1M0.04%
327WEST PHARMACEUTICAL SVSC INC95530610530,141$9.0M0.04%
328STANLEY BLACK & DECKER INCSWK81,946$9.0M0.04%
329VANGUARD WORLD FD92204A40581,601$9.0M0.04%
330SELECT SECTOR SPDR TR81369Y80339,919$9.0M0.04%
331HASHICORP INC418100103266,098$9.0M0.04%
332OREILLY AUTOMOTIVE INC67103H1077,816$9.0M0.04%
333INTUITINTU14,490$9.0M0.04%
334WK KELLOGG CO92942W107525,312$9.0M0.04%
335TAYLOR MORRISON HOME CORPTMHC127,406$9.0M0.04%
336ISHARES TR464287291108,463$9.0M0.04%
337ISHARES TR46428767167,562$8.9M0.04%
338ALCOA CORPAA230,898$8.9M0.04%
339NOVARTIS AGNVSEF77,324$8.9M0.04%
340VANGUARD INDEX FDS92290836316,816$8.9M0.04%
341THE CIGNA GROUP12552310025,605$8.9M0.04%
3423M COMMM64,797$8.9M0.04%
343FIRST TR EXCHANGE-TRADED FD33739Q804364,712$8.8M0.04%
344ISHARES TR46428740844,628$8.8M0.04%
345VALERO ENERGY CORPVLO65,042$8.8M0.04%
346NORTHROP GRUMMAN CORPNOC16,559$8.7M0.04%
347CITIGROUP INCC-PR139,443$8.7M0.04%
348FEDEX CORPFDX31,717$8.7M0.04%
349MIDWESTONE FINL GROUP INC NE598511103305,502$8.7M0.04%
350MIDWESTONE FINL GROUP INC NE598511103304,633$8.7M0.04%
351CLOROX CO DELCLX53,294$8.7M0.04%
352KELLANOVABEKE106,612$8.6M0.04%
353SELECT SECTOR SPDR TR81369Y70463,190$8.6M0.04%
354CARDINAL HEALTH INCCAH76,776$8.5M0.04%
355PROLOGIS INC.PLDGP67,151$8.5M0.04%
356AMERIPRISE FINL INC03076C10618,045$8.5M0.04%
357MERCADOLIBRE INCMELI4,116$8.4M0.04%
358NUTANIX INCNTNX142,319$8.4M0.04%
359FABRINETFN35,560$8.4M0.04%
360ISHARES TR46429B267357,728$8.4M0.04%
361BOSTON SCIENTIFIC CORPBSX99,467$8.3M0.04%
362MSCI INCMSCI14,297$8.3M0.04%
363GENUINE PARTS COGPC58,737$8.3M0.04%
364VANGUARD WORLD FD92191073381,191$8.3M0.04%
365ISHARES SILVER TRSLV290,041$8.2M0.04%
366CROWDSTRIKE HLDGS INCCRWD29,291$8.2M0.03%
367TARGA RES CORPTRGP55,323$8.2M0.03%
368ISHARES TR46428761421,722$8.2M0.03%
369UDEMY INCUDMY1,092,600$8.1M0.03%
370MCCORMICK & CO INCMKC-V98,077$8.1M0.03%
371TE CONNECTIVITY PLCTEL53,458$8.1M0.03%
372MOODYS CORPMCO16,995$8.1M0.03%
373LAM RESEARCH CORPLRCX9,765$8.0M0.03%
374GENERAL MLS INC370334104108,119$8.0M0.03%
375PACCAR INCPCAR80,546$7.9M0.03%
376SPDR S&P MIDCAP 400 ETF TRMDY13,826$7.9M0.03%
377ASTRAZENECA PLCAZN100,804$7.9M0.03%
378NUTRIEN LTDNTR160,573$7.8M0.03%
379MASCO CORPMAS91,536$7.7M0.03%
380VANGUARD MALVERN FDS922020805155,527$7.7M0.03%
381ALPHABET INCGOOG46,070$7.6M0.03%
382UBER TECHNOLOGIES INCUBER100,000$7.5M0.03%
383THE TRADE DESK INC88339J10568,545$7.5M0.03%
384COSTCO WHSL CORP NEW22160K1058,415$7.5M0.03%
385ISHARES TR46428856283,985$7.5M0.03%
386TRAVELERS COMPANIES INCTRV31,797$7.4M0.03%
387SPDR DOW JONES INDL AVERAGE78467X10917,427$7.4M0.03%
388ALBEMARLE CORPALB-PA77,236$7.3M0.03%
389QUALCOMM INCQCOM43,184$7.3M0.03%
390DEVON ENERGY CORP NEW25179M103187,239$7.3M0.03%
391VANGUARD INTL EQUITY INDEX F92204274261,145$7.3M0.03%
392L3HARRIS TECHNOLOGIES INCLHX30,730$7.3M0.03%
393CUMMINS INCCMI22,535$7.3M0.03%
394WILLIAMS COS INC969457100159,670$7.3M0.03%
395DIMENSIONAL ETF TRUST25434V302264,441$7.2M0.03%
396ISHARES TR46428866160,499$7.2M0.03%
397FISERV INCFISV40,240$7.2M0.03%
398VANGUARD SCOTTSDALE FDS92206C87085,433$7.2M0.03%
399INVESCO QQQ TRIVZ14,635$7.1M0.03%
400ONEOK INC NEWOKE78,224$7.1M0.03%
401SPDR INDEX SHS FDS78463X889188,840$7.1M0.03%
402VANGUARD SPECIALIZED FUNDS92190884435,647$7.1M0.03%
403ISHARES TR46428744071,691$7.0M0.03%
404AT&T INCT-PC319,258$7.0M0.03%
405PARKER-HANNIFIN CORPPH11,076$7.0M0.03%
406INVESCO GALAXY BITCOIN ETFBTCO110,000$7.0M0.03%
407EXPEDITORS INTL WASH INC30213010953,117$7.0M0.03%
408APPLE INCAAPL29,685$6.9M0.03%
409ISHARES TR46428720011,885$6.9M0.03%
410DISCOVER FINL SVCS25470910848,800$6.8M0.03%
411AMCOR PLCAMCCF598,624$6.8M0.03%
412BELDEN INCBDC57,661$6.8M0.03%
413ISHARES TR46428763039,976$6.7M0.03%
414BELDEN INCBDC56,843$6.7M0.03%
415ISHARES TR46428768920,363$6.7M0.03%
416CHUBB LIMITEDCB22,882$6.6M0.03%
417META PLATFORMS INCMETA11,496$6.6M0.03%
418CARRIER GLOBAL CORPORATIONCARR81,570$6.6M0.03%
419ADVANCED MICRO DEVICES INCAMD40,000$6.6M0.03%
420ROSS STORES INCROST43,605$6.6M0.03%
421CONSTELLATION ENERGY CORPCEG24,968$6.5M0.03%
422SCHWAB STRATEGIC TR80852440980,715$6.5M0.03%
423VANGUARD INDEX FDS92290855365,841$6.5M0.03%
424KKR & CO INCKKRT49,471$6.5M0.03%
425WELLS FARGO CO NEW949746101113,706$6.4M0.03%
426ALPHABET INCGOOG38,325$6.4M0.03%
427ISHARES TR46434V621101,440$6.4M0.03%
428M & T BK CORP55261F10435,484$6.3M0.03%
429SCHWAB STRATEGIC TR80852430060,316$6.3M0.03%
430SCHWAB STRATEGIC TR808524763105,330$6.3M0.03%
431TRANE TECHNOLOGIES PLCTT16,118$6.3M0.03%
432CAE INCCAE330,530$6.2M0.03%
433LIBERTY BROADBAND CORPLBRDP79,872$6.2M0.03%
434SPDR SER TR78464A75596,551$6.2M0.03%
435ISHARES TR46428857056,374$6.1M0.03%
436US BANCORP DELUSB-PS131,980$6.0M0.03%
437DIMENSIONAL ETF TRUST25434V724143,857$6.0M0.03%
438PACER FDS TR69374H881101,983$5.9M0.03%
439HERSHEY COHSY30,742$5.9M0.03%
440MAINSTREET BANCSHARES INCMNSBP318,134$5.9M0.03%
441SIMON PPTY GROUP INC NEW82880610934,639$5.9M0.02%
442SCHWAB STRATEGIC TR80852479769,009$5.8M0.02%
443DUKE ENERGY CORP NEWDUKB50,459$5.8M0.02%
444SKYWORKS SOLUTIONS INCSWKS58,398$5.8M0.02%
445ROCKWELL AUTOMATION INCROK21,438$5.8M0.02%
446WISDOMTREE TRWT114,508$5.8M0.02%
447VANGUARD INDEX FDS92290874432,888$5.7M0.02%
448VISA INCV20,877$5.7M0.02%
449PHILLIPS 66PSX43,667$5.7M0.02%
450VISTRA CORPVST48,249$5.7M0.02%
451MARRIOTT INTL INC NEW57190320223,006$5.7M0.02%
452MICROCHIP TECHNOLOGY INC.MCHPP71,082$5.7M0.02%
453SOUTHERN COSOMN63,010$5.7M0.02%
454SPS COMM INCSPSC29,261$5.7M0.02%
455CME GROUP INCCME25,560$5.6M0.02%
456BANK NEW YORK MELLON CORP06405810078,392$5.6M0.02%
457PFIZER INCPFE194,600$5.6M0.02%
458HCA HEALTHCARE INCHCA13,787$5.6M0.02%
459VANGUARD INDEX FDS92290851233,326$5.6M0.02%
460ISHARES TR46428756484,717$5.6M0.02%
461REGENERON PHARMACEUTICALSREGN5,300$5.6M0.02%
462VANECK ETF TRUST92189F67622,574$5.5M0.02%
463SELECT SECTOR SPDR TR81369Y30866,684$5.5M0.02%
464MCKESSON CORPMCK11,091$5.5M0.02%
465AMERICAN CENTY ETF TR025072562127,502$5.4M0.02%
466HUMANA INCHUM17,000$5.4M0.02%
467ISHARES TR46428787949,903$5.4M0.02%
468JOHNSON & JOHNSONJNJ33,069$5.4M0.02%
469BROADCOM INCAVGO30,919$5.3M0.02%
470METTLER TOLEDO INTERNATIONALMTD3,546$5.3M0.02%
471SPS COMM INCSPSC27,383$5.3M0.02%
472PERFORMANT FINL CORP71377E1051,418,627$5.3M0.02%
473ORACLE CORPORCL-PD31,115$5.3M0.02%
474LULULEMON ATHLETICA INCLULU19,503$5.3M0.02%
475MARATHON PETE CORPMARA32,463$5.3M0.02%
476VANGUARD WORLD FD92191087325,587$5.3M0.02%
477HP INCHPQ146,057$5.3M0.02%
478CSX CORPCSX152,462$5.3M0.02%
479SCHWAB STRATEGIC TR808524607102,033$5.3M0.02%
480MICROSOFT CORPMSFT12,158$5.2M0.02%
481OWENS CORNING NEWOC29,614$5.2M0.02%
482SPDR INDEX SHS FDS78463X47579,940$5.2M0.02%
483RELX PLCRLXXF109,034$5.2M0.02%
484ISHARES TR46428748143,859$5.1M0.02%
485ISHARES TR46428866143,000$5.1M0.02%
486VERISK ANALYTICS INCVRSK19,161$5.1M0.02%
487JEFFERIES FINL GROUP INC47233W10983,395$5.1M0.02%
488ISHARES TR46428759826,922$5.1M0.02%
489BOEING COBA-PA33,585$5.1M0.02%
490SCHWAB STRATEGIC TR80852476384,660$5.0M0.02%
491ARES MANAGEMENT CORPORATIONARES-PB32,360$5.0M0.02%
492VANECK ETF TRUST92189F106125,853$5.0M0.02%
493FASTENAL COFAST69,882$5.0M0.02%
494FORTINET INCFTNT63,754$4.9M0.02%
495EXXON MOBIL CORPXOM42,131$4.9M0.02%
496ZIMMER BIOMET HOLDINGS INCZBH45,597$4.9M0.02%
497INVESCO CURRENCYSHARES AUSTR46090N10371,848$4.9M0.02%
498INNOVATOR ETFS TRUSTINHD125,057$4.9M0.02%
499NVIDIA CORPORATIONNVDA40,058$4.9M0.02%
500MEDTRONIC PLCMDT53,810$4.8M0.02%