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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

HB Wealth Management, LLC

Quarter ended Q3 2025 · Filed October 23, 2025 · Accession 0001172661-25-004398

Total Value
$14.77B
Positions
1,341
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS9229087698,551,906$2.68B18.72%
2VANGUARD SPECIALIZED FUNDS9219088445,511,314$1.18B8.22%
3VANGUARD STAR FDS9219097687,209,032$526.7M3.68%
4AMERICAN CENTY ETF TR0250728854,762,043$517.6M3.61%
5J P MORGAN EXCHANGE TRADED F46641Q67010,425,820$495.7M3.46%
6SPDR SERIES TRUST78464A4094,769,364$479.8M3.35%
7J P MORGAN EXCHANGE TRADED F46641Q8379,302,563$469.5M3.28%
8APPLE INCAAPL1,522,715$387.7M2.71%
9SPDR S&P 500 ETF TRSPY441,308$294.0M2.05%
10ISHARES TR4642873092,409,948$290.9M2.03%
11HOME DEPOT INCHD686,049$278.0M1.94%
12MICROSOFT CORPMSFT512,306$265.3M1.85%
13NVIDIA CORPORATIONNVDA950,465$177.3M1.24%
14SCHWAB STRATEGIC TR8085241026,694,089$172.1M1.20%
15GOLDMAN SACHS ETF TRNVGLF1,148,037$149.6M1.04%
16ISHARES TR4642871501,020,342$148.6M1.04%
17ISHARES TR464287200207,034$138.6M0.97%
18AMERICAN CENTY ETF TR0250727031,684,856$132.9M0.93%
19AMAZON COM INCAMZN598,705$131.5M0.92%
20PRICE T ROWE GROUP INCTROW1,157,081$118.8M0.83%
21VANGUARD INDEX FDS922908363190,292$116.5M0.81%
22GOLDMAN SACHS ETF TRNVGLF2,681,342$110.2M0.77%
23ALPHABET INCGOOG419,167$101.9M0.71%
24J P MORGAN EXCHANGE TRADED F46641Q6541,733,119$88.5M0.62%
25BERKSHIRE HATHAWAY INC DELBRK-A165,884$83.4M0.58%
26ALPHABET INCGOOG340,867$83.0M0.58%
27SCHWAB STRATEGIC TR8085242013,042,745$80.1M0.56%
28AMERICAN CENTY ETF TR0250726041,035,739$77.8M0.54%
29BROADCOM INCAVGO233,068$76.9M0.54%
30JPMORGAN CHASE & CO.VYLD242,098$76.4M0.53%
31VANGUARD INTL EQUITY INDEX F9220427751,038,532$74.1M0.52%
32DIMENSIONAL ETF TRUST25434V7081,836,971$70.9M0.49%
33PIMCO ETF TR72201R833670,363$67.5M0.47%
34VISA INCV194,498$66.4M0.46%
35META PLATFORMS INCMETA87,911$64.6M0.45%
36DIMENSIONAL ETF TRUST25434V1041,372,749$62.8M0.44%
37SCHWAB STRATEGIC TR8085243001,839,853$58.7M0.41%
38DIMENSIONAL ETF TRUST25434V8311,533,862$57.9M0.40%
39INVESCO QQQ TRIVZ94,679$56.8M0.40%
40HARTFORD FDS EXCHANGE TRADED41653L3051,547,962$53.1M0.37%
41ORACLE CORPORCL-PD186,757$52.5M0.37%
42JOHNSON & JOHNSONJNJ281,106$52.1M0.36%
43TESLA INCTSLA99,365$44.2M0.31%
44ELI LILLY & COLLY56,869$43.4M0.30%
45WALMART INCWMT417,593$43.0M0.30%
46GOLDMAN SACHS ETF TRNVGLF1,056,245$43.0M0.30%
47J P MORGAN EXCHANGE TRADED F46641Q274899,138$42.8M0.30%
48PROCTER AND GAMBLE CO742718109275,822$42.4M0.30%
49ISHARES TR46428761490,111$42.2M0.29%
50ISHARES TR464287598206,654$42.1M0.29%
51INVESCO EXCHANGE TRADED FD TIVZ219,478$41.6M0.29%
52SCHWAB STRATEGIC TR8085247971,497,161$40.9M0.29%
53COCA COLA COKO583,784$38.7M0.27%
54AMERICAN CENTY ETF TR025072877374,876$37.3M0.26%
55VANGUARD INDEX FDS92290873677,468$37.2M0.26%
56ALBEMARLE CORPALB-PA440,608$35.7M0.25%
57EXXON MOBIL CORPXOM313,078$35.3M0.25%
58VANGUARD INDEX FDS922908629118,232$34.7M0.24%
59SCHWAB STRATEGIC TR8085248051,434,901$33.4M0.23%
60ACCENTURE PLC IRELANDACN133,724$33.0M0.23%
61CHEVRON CORP NEWCVX201,595$31.3M0.22%
62AT&T INCT-PC1,085,732$30.7M0.21%
63ISHARES TR46428768980,503$30.5M0.21%
64VANGUARD WORLD FD92191081675,253$30.3M0.21%
65ISHARES TR464287804251,877$29.9M0.21%
66ABBVIE INCABBV126,572$29.3M0.20%
67MASTERCARD INCORPORATEDMA51,285$29.2M0.20%
68CISCO SYS INCCSCO410,741$28.1M0.20%
69BERKSHIRE HATHAWAY INC DELBRK-A37$27.9M0.19%
70RTX CORPORATIONRTX164,226$27.5M0.19%
71MCDONALDS CORPMCD86,611$26.3M0.18%
72COSTCO WHSL CORP NEW22160K10527,150$25.1M0.18%
73NEWMARKET CORPNEU29,948$24.8M0.17%
74WISDOMTREE TRWT276,984$24.6M0.17%
75ABBOTT LABSABLZF183,925$24.6M0.17%
76NETFLIX INCNFLX20,157$24.2M0.17%
77SPDR GOLD TRGLD66,182$23.5M0.16%
78INTERNATIONAL BUSINESS MACHSINTR82,593$23.3M0.16%
79ISHARES TR464287465241,018$22.5M0.16%
80AMERICAN EXPRESS COAXP65,208$21.7M0.15%
81CATERPILLAR INCCAT44,595$21.3M0.15%
82VANGUARD INDEX FDS92290875183,129$21.1M0.15%
83VANGUARD SCOTTSDALE FDS92206C680169,185$20.4M0.14%
84PEPSICO INCPEP143,700$20.2M0.14%
85BANK AMERICA CORP060505104389,802$20.1M0.14%
86VANGUARD WORLD FD92204A70226,633$19.9M0.14%
87ISHARES TR46434V621291,513$19.8M0.14%
88ISHARES TR46429B663161,637$19.8M0.14%
89HONEYWELL INTL INC43851610692,779$19.5M0.14%
90MERCK & CO INCMRK226,890$19.0M0.13%
91ISHARES TR464287549145,254$18.3M0.13%
92SOUTHERN COSOMN190,520$18.1M0.13%
93ISHARES TR464287168126,753$18.0M0.13%
94ISHARES TR46432F834210,290$17.4M0.12%
95UBER TECHNOLOGIES INCUBER175,980$17.2M0.12%
962023 ETF SERIES TRUST II90139K100462,250$16.7M0.12%
97NEXTERA ENERGY INCNEE-PW221,029$16.7M0.12%
98LAM RESEARCH CORPLRCX123,999$16.6M0.12%
99AB ACTIVE ETFS INC00039J822389,898$16.6M0.12%
100ISHARES TR46432F842181,979$15.9M0.11%
101TEXAS INSTRS INC88250810484,826$15.6M0.11%
102ISHARES INC464286525129,515$15.5M0.11%
103UNITEDHEALTH GROUP INCUNH44,932$15.5M0.11%
104AMGEN INCAMGN54,870$15.5M0.11%
105ZILLOW GROUP INCZ200,919$15.5M0.11%
106PHILIP MORRIS INTL INC71817210995,040$15.4M0.11%
107ISHARES GOLD TRIAU207,384$15.1M0.11%
108ISHARES TR46428762241,242$15.1M0.11%
109GENERAL DYNAMICS CORPGD42,980$14.7M0.10%
110LOWES COS INC54866110757,780$14.5M0.10%
111VANGUARD WORLD FD92191087359,355$14.5M0.10%
112VANGUARD TAX-MANAGED FDS921943858240,566$14.4M0.10%
113INTERCONTINENTAL EXCHANGE IN45866F10485,146$14.3M0.10%
114VANGUARD INTL EQUITY INDEX F922042742103,393$14.2M0.10%
115VANGUARD INDEX FDS92290863745,973$14.2M0.10%
116GOLDMAN SACHS GROUP INCGSCE17,649$14.1M0.10%
117PALANTIR TECHNOLOGIES INCPLTR76,695$14.0M0.10%
118UNION PAC CORPUNP59,188$14.0M0.10%
119ISHARES TR46428825799,943$13.8M0.10%
120DIMENSIONAL ETF TRUST25434V401189,951$13.8M0.10%
121CRH PLCCRH112,902$13.5M0.09%
122VANGUARD WORLD FD92191084097,717$13.5M0.09%
123THERMO FISHER SCIENTIFIC INCTMO27,422$13.3M0.09%
124AUTOMATIC DATA PROCESSING INADP45,109$13.2M0.09%
125ISHARES TR464287226128,306$12.9M0.09%
126VANGUARD INDEX FDS92290861161,593$12.9M0.09%
127VANGUARD WHITEHALL FDS92194640689,856$12.7M0.09%
128SPDR SERIES TRUST78464A76388,470$12.4M0.09%
129MORGAN STANLEYMS-PQ77,694$12.4M0.09%
130US BANCORP DELUSB-PS254,322$12.3M0.09%
131ISHARES TR464287507186,452$12.2M0.08%
132SHERWIN WILLIAMS COSHW34,079$11.8M0.08%
133CHUBB LIMITEDCB41,649$11.8M0.08%
134INTUITIVE SURGICAL INCISRG26,273$11.8M0.08%
135TAIWAN SEMICONDUCTOR MFG LTD87403910041,358$11.6M0.08%
136WELLS FARGO CO NEW949746101136,249$11.4M0.08%
137PNC FINL SVCS GROUP INC69347510554,157$10.9M0.08%
138WASTE MGMT INC DEL94106L10949,021$10.8M0.08%
139GENUINE PARTS COGPC77,715$10.8M0.08%
140QUANTA SVCS INC74762E10225,985$10.8M0.08%
141DANAHER CORPORATION23585110254,013$10.7M0.07%
142ISHARES TR46428765544,192$10.7M0.07%
143DUKE ENERGY CORP NEWDUKB85,194$10.5M0.07%
144VANGUARD INDEX FDS92290874456,448$10.5M0.07%
145MEDTRONIC PLCMDT108,625$10.3M0.07%
146ISHARES TR46428740849,184$10.2M0.07%
147KKR & CO INCKKRT77,382$10.1M0.07%
148DIMENSIONAL ETF TRUST25434V872233,724$10.0M0.07%
149EATON CORP PLCETN26,597$10.0M0.07%
150SALESFORCE INCCRM41,601$9.9M0.07%
151UNITY SOFTWARE INCU245,732$9.8M0.07%
152GE AEROSPACE36960430132,631$9.8M0.07%
153AIR PRODS & CHEMS INCAIIR35,791$9.8M0.07%
154ISHARES TR46434V282141,051$9.7M0.07%
155ADVANCED MICRO DEVICES INCAMD59,858$9.7M0.07%
156SCHWAB STRATEGIC TR808524508326,203$9.7M0.07%
157DISNEY WALT CO25468710684,252$9.6M0.07%
158SERVICENOW INCNOW10,452$9.6M0.07%
159BLUE OWL CAPITAL CORPORATIONOWL743,893$9.5M0.07%
160SELECT SECTOR SPDR TR81369Y80333,084$9.3M0.07%
161BLACKROCK INCBLK7,975$9.3M0.06%
162S&P GLOBAL INCSPGI19,081$9.3M0.06%
163AMERICAN CENTY ETF TR025072802103,353$9.2M0.06%
164TJX COS INC NEW87254010963,582$9.2M0.06%
165COMCAST CORP NEWCCZ292,202$9.2M0.06%
166LINDE PLCLIN19,275$9.2M0.06%
167MONDELEZ INTL INC609207105145,958$9.1M0.06%
168SPDR S&P 500 ETF TRSPY13,600$9.1M0.06%
169INTUITINTU13,217$9.0M0.06%
170PALO ALTO NETWORKS INCPANW43,770$8.9M0.06%
171VULCAN MATLS CO92916010928,724$8.8M0.06%
172CITIGROUP INCC-PR86,436$8.8M0.06%
173VERIZON COMMUNICATIONS INCVZ199,424$8.8M0.06%
174DELTA AIR LINES INC DELDAL151,921$8.6M0.06%
175AMERICAN TOWER CORP NEW03027X10044,739$8.6M0.06%
176ELEVANCE HEALTH INC FORMERLYELV26,575$8.6M0.06%
177VANGUARD INDEX FDS92290859528,606$8.5M0.06%
178PFIZER INCPFE332,203$8.5M0.06%
179OREILLY AUTOMOTIVE INC67103H10778,153$8.4M0.06%
180ISHARES TR46435G51690,135$8.4M0.06%
181AFLAC INCAFL75,023$8.4M0.06%
182KLA CORPKLAC7,698$8.3M0.06%
183AMPHENOL CORP NEW03209510166,097$8.2M0.06%
184ISHARES TR46428763046,087$8.1M0.06%
185BLACKSTONE INCBX47,597$8.1M0.06%
186SCHWAB STRATEGIC TR808524607287,851$8.0M0.06%
187NORFOLK SOUTHN CORP65584410826,689$8.0M0.06%
188GE VERNOVA INCGEV13,026$8.0M0.06%
189FEDEX CORPFDX33,286$7.8M0.05%
190ISHARES TR46428710123,032$7.7M0.05%
191PROGRESSIVE CORP74331510330,642$7.6M0.05%
192BOOKING HOLDINGS INCBKNG1,401$7.6M0.05%
193ALTRIA GROUP INCMO114,386$7.6M0.05%
194TRANSDIGM GROUP INCTDG5,697$7.5M0.05%
195MCCORMICK & CO INCMKC-V111,830$7.5M0.05%
196LOCKHEED MARTIN CORPLMT14,859$7.4M0.05%
197HEICO CORP NEWHEI-A29,191$7.4M0.05%
198INVESCO EXCH TRADED FD TR IIIVZ100,917$7.4M0.05%
199QUALCOMM INCQCOM42,698$7.1M0.05%
200BROOKFIELD CORP11271J107103,109$7.1M0.05%
201ADOBE INCADBE20,035$7.1M0.05%
202VANGUARD INDEX FDS92290853823,997$7.1M0.05%
203ECOLAB INCECL25,736$7.0M0.05%
204TRUIST FINL CORP89832Q109154,147$7.0M0.05%
205ISHARES TR46428764821,737$7.0M0.05%
206DIMENSIONAL ETF TRUST25434V203188,392$6.8M0.05%
207INVESCO EXCHANGE TRADED FD TIVZ153,532$6.8M0.05%
208CADENCE DESIGN SYSTEM INCCDNS19,279$6.8M0.05%
209CBRE GROUP INCCBRE42,938$6.8M0.05%
210INTEL CORPINTC200,229$6.7M0.05%
211DIMENSIONAL ETF TRUST25434V62592,888$6.7M0.05%
212APPLIED MATLS INC03822210532,183$6.6M0.05%
213COLGATE PALMOLIVE COCL82,219$6.6M0.05%
214COSTAR GROUP INCCSGP76,899$6.5M0.05%
215MOODYS CORPMCO13,615$6.5M0.05%
216MOTOROLA SOLUTIONS INCMSI14,136$6.5M0.05%
217DIMENSIONAL ETF TRUST25434V732200,908$6.4M0.04%
218SPDR DOW JONES INDL AVERAGE78467X10913,758$6.4M0.04%
219ISHARES TR46428760666,518$6.4M0.04%
220PARKER-HANNIFIN CORPPH8,403$6.4M0.04%
221REPUBLIC SVCS INC76075910027,581$6.3M0.04%
222SELECT SECTOR SPDR TR81369Y605117,354$6.3M0.04%
223UNITED RENTALS INCURI6,608$6.3M0.04%
224VANGUARD INDEX FDS92290851236,127$6.3M0.04%
225VANGUARD INDEX FDS92290855368,990$6.3M0.04%
226MCKESSON CORPMCK8,087$6.2M0.04%
227BECTON DICKINSON & COBDX32,650$6.1M0.04%
228ILLINOIS TOOL WKS INC45230810922,970$6.0M0.04%
229AUTOZONE INCAZO1,360$5.8M0.04%
230ASML HOLDING N VASMLF6,019$5.8M0.04%
231DEERE & CODE12,664$5.8M0.04%
232CAPITAL ONE FINL CORP14040H10527,163$5.8M0.04%
233VEEVA SYS INCVEEV19,382$5.8M0.04%
234CROWDSTRIKE HLDGS INCCRWD11,766$5.8M0.04%
235SCHWAB STRATEGIC TR808524862235,303$5.7M0.04%
236APPLE INCAAPL22,500$5.7M0.04%
237PACCAR INCPCAR58,234$5.7M0.04%
238CORNING INCGLW69,478$5.7M0.04%
239VANGUARD SCOTTSDALE FDS92206C10295,339$5.6M0.04%
240MONOLITHIC PWR SYS INC6098391055,983$5.5M0.04%
241AMERICAN ELEC PWR CO INC02553710148,537$5.5M0.04%
242SCHWAB CHARLES CORPSCHW-PJ56,358$5.4M0.04%
243WARNER BROS DISCOVERY INCWBD275,028$5.4M0.04%
244STRYKER CORPORATIONSYK14,446$5.3M0.04%
245ISHARES TR46428746556,500$5.3M0.04%
246GILEAD SCIENCES INCGILD47,188$5.2M0.04%
247TRAVELERS COMPANIES INCTRV18,611$5.2M0.04%
248VANGUARD INTL EQUITY INDEX F92204285895,547$5.2M0.04%
249CONOCOPHILLIPSCOP54,293$5.1M0.04%
250WASTE CONNECTIONS INCWCN28,826$5.1M0.04%
251VERALTO CORPVLTO47,486$5.1M0.04%
252MARTIN MARIETTA MATLS INC5732841068,008$5.0M0.04%
253EQUIFAX INCEFX19,436$5.0M0.03%
254MARATHON PETE CORPMARA25,775$5.0M0.03%
255BOSTON SCIENTIFIC CORPBSX50,291$4.9M0.03%
256SSGA ACTIVE ETF TR78467V848120,870$4.9M0.03%
257AXSOME THERAPEUTICS INCAXSM40,206$4.9M0.03%
258BOEING COBA-PA22,327$4.8M0.03%
259GUIDEWIRE SOFTWARE INCGWRE20,592$4.7M0.03%
260ARISTA NETWORKS INCANET32,410$4.7M0.03%
2613M COMMM29,868$4.6M0.03%
262THE CIGNA GROUP12552310015,986$4.6M0.03%
263ISHARES TR46428867941,298$4.6M0.03%
264MICRON TECHNOLOGY INCMU27,269$4.6M0.03%
265WILLIAMS COS INC96945710071,568$4.5M0.03%
266PHILLIPS 66PSX33,029$4.5M0.03%
267ISHARES TR46428749945,847$4.4M0.03%
268NORTHROP GRUMMAN CORPNOC7,213$4.4M0.03%
269SELECT SECTOR SPDR TR81369Y40718,246$4.4M0.03%
270MCCORMICK & CO INCMKC-V64,100$4.3M0.03%
271ISHARES BITCOIN TRUST ETFIBIT65,660$4.3M0.03%
272ENTERPRISE PRODS PARTNERS L293792107136,173$4.3M0.03%
273FIDELITY NATL INFORMATION SV31620M10663,483$4.2M0.03%
274FISERV INCFISV32,254$4.2M0.03%
275SELECT SECTOR SPDR TR81369Y20929,577$4.1M0.03%
276TYLER TECHNOLOGIES INCTYL7,843$4.1M0.03%
277ISHARES TR46428767124,877$4.1M0.03%
278EA SERIES TRUST02072L56535,745$4.1M0.03%
279VANGUARD WORLD FD92204A50415,574$4.0M0.03%
280APPLOVIN CORPAPP5,562$4.0M0.03%
281T-MOBILE US INCTMUSZ16,598$4.0M0.03%
282COPART INCCPRT87,407$3.9M0.03%
283TARGET CORPTGT43,569$3.9M0.03%
284BANK NEW YORK MELLON CORP06405810035,787$3.9M0.03%
285SYNOPSYS INCSNPS7,888$3.9M0.03%
286DIMENSIONAL ETF TRUST25434V60966,579$3.9M0.03%
287TRANE TECHNOLOGIES PLCTT9,150$3.9M0.03%
288ROBINHOOD MKTS INC77070010226,669$3.8M0.03%
289FASTENAL COFAST77,739$3.8M0.03%
290ISHARES TR46428770528,802$3.7M0.03%
291NIKE INCNKE53,122$3.7M0.03%
292ANALOG DEVICES INCADI14,973$3.7M0.03%
293ISHARES TR46435G42525,210$3.7M0.03%
294ASTRAZENECA PLCAZN47,558$3.6M0.03%
295ISHARES TR46428723468,065$3.6M0.03%
296STARBUCKS CORPSBUX42,945$3.6M0.03%
297SELECT SECTOR SPDR TR81369Y70423,296$3.6M0.03%
298CUMMINS INCCMI8,467$3.6M0.02%
299VANGUARD WHITEHALL FDS92194681039,556$3.5M0.02%
300ISHARES TR46432F33918,196$3.5M0.02%
301BRISTOL-MYERS SQUIBB COCELG-RI77,697$3.5M0.02%
302L3HARRIS TECHNOLOGIES INCLHX11,463$3.5M0.02%
303UNITED PARCEL SERVICE INCUPS41,733$3.5M0.02%
304ADVISORS INNER CIRCLE FD III00775Y322128,547$3.5M0.02%
305JOHNSON CTLS INTL PLCG5150210531,364$3.4M0.02%
306ARES CAPITAL CORPARCC168,076$3.4M0.02%
307ISHARES SILVER TRSLV80,877$3.4M0.02%
308EMERSON ELEC COEMR26,094$3.4M0.02%
309UNILEVER PLCUNLYF57,664$3.4M0.02%
310GOLUB CAP BDC INC38173M102249,399$3.4M0.02%
311FIRST TR EXCHANGE-TRADED FD33718M10545,000$3.4M0.02%
312VERTEX PHARMACEUTICALS INCVRTX8,680$3.4M0.02%
313NVIDIA CORPORATIONNVDA18,200$3.4M0.02%
314VALERO ENERGY CORPVLO19,834$3.4M0.02%
315MARKEL GROUP INCMKL1,731$3.3M0.02%
316ISHARES TR46428772116,713$3.3M0.02%
317ISHARES INC46434G10349,632$3.3M0.02%
318SAP SESAPGF12,219$3.3M0.02%
319SHELL PLCRYDAF45,330$3.2M0.02%
320CONSTELLATION ENERGY CORPCEG9,711$3.2M0.02%
321WEST PHARMACEUTICAL SVSC INC95530610512,175$3.2M0.02%
322CSX CORPCSX89,700$3.2M0.02%
323AXSOME THERAPEUTICS INCAXSM25,800$3.1M0.02%
324INVESCO EXCH TRD SLF IDX FDIVZ149,959$3.1M0.02%
325MANHATTAN ASSOCIATES INCMANH15,040$3.1M0.02%
326PRICE T ROWE GROUP INCTROW30,000$3.1M0.02%
327FIFTH THIRD BANCORPFITBM69,084$3.1M0.02%
328TE CONNECTIVITY PLCTEL13,971$3.1M0.02%
329GLOBAL PMTS INC37940X10236,861$3.1M0.02%
330SPDR S&P MIDCAP 400 ETF TRMDY5,135$3.1M0.02%
331RYAN SPECIALTY HOLDINGS INCRYAN53,614$3.0M0.02%
332ROYAL CARIBBEAN GROUPV7780T1039,284$3.0M0.02%
333SCHWAB STRATEGIC TR808524409102,827$3.0M0.02%
334VANGUARD INTL EQUITY INDEX F92204286633,899$3.0M0.02%
335GALLAGHER ARTHUR J & CO3635761099,553$3.0M0.02%
336PRUDENTIAL FINL INCPUKPF28,481$3.0M0.02%
337VANGUARD BD INDEX FDS92193783539,585$2.9M0.02%
338KAYNE ANDERSON BDC INCKBDC220,290$2.9M0.02%
339HCA HEALTHCARE INCHCA6,876$2.9M0.02%
340PROCORE TECHNOLOGIES INCPCOR40,114$2.9M0.02%
341J P MORGAN EXCHANGE TRADED F46641Q33250,619$2.9M0.02%
342CVS HEALTH CORPCVS38,280$2.9M0.02%
343WELLTOWER INCWELL16,025$2.9M0.02%
344ISHARES INC46434G76441,996$2.8M0.02%
345NEWMONT CORPNEMCL33,559$2.8M0.02%
346REGIONS FINANCIAL CORP NEWRF-PF107,254$2.8M0.02%
347MARSH & MCLENNAN COS INC57174810214,021$2.8M0.02%
348KINDER MORGAN INC DELEP-PC99,788$2.8M0.02%
349MARRIOTT INTL INC NEW57190320210,812$2.8M0.02%
350TRUSTMARK CORPTRMK70,211$2.8M0.02%
351HILTON WORLDWIDE HLDGS INCHLT10,660$2.8M0.02%
352VANGUARD SCOTTSDALE FDS92206C71430,668$2.7M0.02%
353VANGUARD BD INDEX FDS92193782734,646$2.7M0.02%
354KEYSIGHT TECHNOLOGIES INCKEYS15,620$2.7M0.02%
355ISHARES TR46428880220,084$2.7M0.02%
356GENERAL MTRS CO37045V10044,612$2.7M0.02%
357AMERIPRISE FINL INC03076C1065,491$2.7M0.02%
358DIMENSIONAL ETF TRUST25434V30285,225$2.7M0.02%
359DIMENSIONAL ETF TRUST25434V84955,830$2.7M0.02%
360DOMINION ENERGY INCD43,580$2.7M0.02%
361SELECT SECTOR SPDR TR81369Y85222,417$2.7M0.02%
362ZOETIS INCZTS18,134$2.7M0.02%
363HEWLETT PACKARD ENTERPRISE CHPE-PC107,731$2.6M0.02%
364PROLOGIS INC.PLDGP22,909$2.6M0.02%
365THE BALDWIN INSURANCE GRP IN05589G10292,747$2.6M0.02%
366MSCI INCMSCI4,585$2.6M0.02%
367METLIFE INCMET-PF31,581$2.6M0.02%
368AON PLCAON7,278$2.6M0.02%
369LPL FINL HLDGS INC50212V1007,702$2.6M0.02%
370ALLSTATE CORPALL-PJ11,880$2.6M0.02%
371ENERGY TRANSFER L PET-PI147,852$2.5M0.02%
372IDEXX LABS INC45168D1043,950$2.5M0.02%
373AUTODESK INCADSK7,881$2.5M0.02%
374ISHARES TR46428788717,554$2.5M0.02%
375AMERICAN CENTY ETF TR02507212535,620$2.5M0.02%
376D R HORTON INC23331A10914,552$2.5M0.02%
377ROPER TECHNOLOGIES INCROP4,911$2.4M0.02%
378MCCORMICK & CO INCMKC-V36,632$2.4M0.02%
379CME GROUP INCCME9,045$2.4M0.02%
380ISHARES TR46428857019,226$2.4M0.02%
381ISHARES TR46428765510,000$2.4M0.02%
382J P MORGAN EXCHANGE TRADED F46641Q13432,687$2.4M0.02%
383SYSCO CORPSYY29,031$2.4M0.02%
384INVESCO EXCH TRD SLF IDX FDIVZ121,232$2.4M0.02%
385ONEOK INC NEWOKE32,470$2.4M0.02%
386VERISK ANALYTICS INCVRSK9,305$2.3M0.02%
387VANGUARD SCOTTSDALE FDS92206C40929,121$2.3M0.02%
388CARRIER GLOBAL CORPORATIONCARR38,639$2.3M0.02%
389DIAGEO PLCDGEAF24,114$2.3M0.02%
390PACKAGING CORP AMER69515610910,493$2.3M0.02%
391KIMBERLY-CLARK CORPKMB17,896$2.2M0.02%
392BIO-TECHNE CORPTECH39,938$2.2M0.02%
393VANGUARD WORLD FD92204A1085,579$2.2M0.02%
394PAYPAL HLDGS INCPYPL32,777$2.2M0.02%
395BAKER HUGHES COMPANYBKR45,051$2.2M0.02%
396VANECK ETF TRUST92189F6766,687$2.2M0.02%
397AMAZON COM INCAMZN9,900$2.2M0.02%
398NOVARTIS AGNVSEF16,939$2.2M0.02%
399VANGUARD WORLD FD92204A88411,509$2.2M0.02%
400AMERICAN INTL GROUP INC02687478427,479$2.2M0.02%
401CENCORA INCCOR6,854$2.1M0.01%
402QUEST DIAGNOSTICS INCDGX11,234$2.1M0.01%
403YUM BRANDS INCYUM13,832$2.1M0.01%
404GREEN BRICK PARTNERS INCGRBK-PA28,394$2.1M0.01%
405SPOTIFY TECHNOLOGY S ASPOT2,970$2.1M0.01%
406CMS ENERGY CORPCMS-PC28,055$2.1M0.01%
407NUCOR CORPNUE15,097$2.0M0.01%
408LIBERTY MEDIA CORP DELFWONB20,953$2.0M0.01%
409WORKDAY INCWDAY8,334$2.0M0.01%
410EDWARDS LIFESCIENCES CORPEW25,606$2.0M0.01%
411VANGUARD WELLINGTON FD92193587019,481$2.0M0.01%
412EOG RES INCEOG17,628$2.0M0.01%
413TARGA RES CORPTRGP11,785$2.0M0.01%
414OLD DOMINION FREIGHT LINE INODFL13,854$2.0M0.01%
415ENTERGY CORP NEWENO20,765$1.9M0.01%
416ISHARES TR46429B69720,286$1.9M0.01%
417DIGITAL RLTY TR INC25386810311,126$1.9M0.01%
418ROOT INCROOT21,259$1.9M0.01%
419EMCOR GROUP INCEME2,920$1.9M0.01%
420FREEPORT-MCMORAN INCFCX48,280$1.9M0.01%
421HP INCHPQ69,118$1.9M0.01%
422MACYS INC55616P104104,418$1.9M0.01%
423COMFORT SYS USA INC1999081042,260$1.9M0.01%
424GENERAL MLS INC37033410436,925$1.9M0.01%
425HOWMET AEROSPACE INCHWM9,458$1.9M0.01%
426VANGUARD INDEX FDS9229086528,770$1.8M0.01%
427CINTAS CORPCTAS8,855$1.8M0.01%
428BOOZ ALLEN HAMILTON HLDG CORBAH18,179$1.8M0.01%
429VISTRA CORPVST9,261$1.8M0.01%
430NOVO-NORDISK A SNONOF32,554$1.8M0.01%
431SCIENCE APPLICATIONS INTL CO80862510718,102$1.8M0.01%
432CARDINAL HEALTH INCCAH11,419$1.8M0.01%
433SOUTHSTATE BK CORP84472E10218,097$1.8M0.01%
434ACUITY INCAYI5,173$1.8M0.01%
435FORD MTR CO345370860148,932$1.8M0.01%
436AXON ENTERPRISE INCAXON2,474$1.8M0.01%
437MANULIFE FINL CORP56501R10657,011$1.8M0.01%
438ROBLOX CORPRBLX12,785$1.8M0.01%
439SIXTH STREET SPECIALTY LENDITSLX77,376$1.8M0.01%
440APOLLO GLOBAL MGMT INC03769M10613,208$1.8M0.01%
441EBAY INC.EBAY19,351$1.8M0.01%
442PAYCHEX INCPAYX13,879$1.8M0.01%
443GLOBAL X FDS37954Y63235,544$1.8M0.01%
444KINSALE CAP GROUP INC49714P1084,107$1.7M0.01%
445ZIMMER BIOMET HOLDINGS INCZBH17,708$1.7M0.01%
446AMERICAN CENTY ETF TR02507228123,440$1.7M0.01%
447ARCHER DANIELS MIDLAND COADM28,848$1.7M0.01%
448FIRST TR EXCHANGE TRADED FD33734X84622,611$1.7M0.01%
449DOVER CORPDOV10,277$1.7M0.01%
450EQUINIX INCEQIX2,184$1.7M0.01%
451CONSTELLATION BRANDS INCSTZ12,699$1.7M0.01%
452DOORDASH INCDASH6,222$1.7M0.01%
453AMERICAN CENTY ETF TR02507232329,533$1.7M0.01%
454FRP HLDGS INCFRPH69,400$1.7M0.01%
455ISHARES TR46435U21814,403$1.7M0.01%
456ISHARES INC46434G86338,735$1.7M0.01%
457FIRST CTZNS BANCSHARES INC D31946M103939$1.7M0.01%
458MID-AMER APT CMNTYS INC59522J10312,022$1.7M0.01%
459PACER FDS TR69374H88129,092$1.7M0.01%
460JANUS DETROIT STR TR47103U74631,971$1.7M0.01%
461ROSS STORES INCROST10,952$1.7M0.01%
462BROWN & BROWN INCBRO17,778$1.7M0.01%
463LEIDOS HOLDINGS INCLDOS8,781$1.7M0.01%
464DIREXION SHS ETF TR25459Y20716,150$1.6M0.01%
465KELLANOVABEKE19,988$1.6M0.01%
466PUBLIC SVC ENTERPRISE GRP IN74457310619,623$1.6M0.01%
467INVESCO EXCH TRD SLF IDX FDIVZ83,080$1.6M0.01%
468VANGUARD WORLD FD92204A30612,951$1.6M0.01%
469TRANSMEDICS GROUP INCTMDX14,478$1.6M0.01%
470EXELON CORPEXC36,085$1.6M0.01%
471FIDELITY NATIONAL FINANCIALFNF26,748$1.6M0.01%
472INVESCO EXCHANGE TRADED FD TIVZ35,753$1.6M0.01%
473XCEL ENERGY INCXELLL19,998$1.6M0.01%
474OTIS WORLDWIDE CORPOTIS17,506$1.6M0.01%
475VANGUARD WORLD FD92204A6035,399$1.6M0.01%
476TAKE-TWO INTERACTIVE SOFTWARTTWO6,190$1.6M0.01%
477PENSKE AUTOMOTIVE GRP INC70959W1039,136$1.6M0.01%
478WEC ENERGY GROUP INCWEC13,852$1.6M0.01%
479ISHARES TR46428751513,694$1.6M0.01%
480GRACO INCGGG18,283$1.6M0.01%
481SELECT SECTOR SPDR TR81369Y50617,274$1.5M0.01%
482SERVISFIRST BANCSHARES INCSFBS19,130$1.5M0.01%
483ROCKWELL AUTOMATION INCROK4,390$1.5M0.01%
484LIBERTY MEDIA CORP DELFWONB14,679$1.5M0.01%
485GARMIN LTDGRMN6,217$1.5M0.01%
486CROWN CASTLE INCCCI15,843$1.5M0.01%
487VANGUARD MUN BD FDS92290774630,266$1.5M0.01%
488JANUS DETROIT STR TR47103U84529,802$1.5M0.01%
489NXP SEMICONDUCTORS N VNXPI6,636$1.5M0.01%
490WISDOMTREE TRWT17,352$1.5M0.01%
491SEMPRASREA16,770$1.5M0.01%
492SHOPIFY INCSHOP10,107$1.5M0.01%
493DELL TECHNOLOGIES INCDELL10,531$1.5M0.01%
494REALTY INCOME CORPO24,531$1.5M0.01%
495FUBOTV INCFUBO1,510,000$1.5M0.01%
496BLACKSTONE MORTGAGE TRUST IN09257WAE01,504,000$1.5M0.01%
497PENNYMAC CORP70932AAF01,488,000$1.5M0.01%
498NEUBERGER BERMAN ETF TRUST64135A70555,078$1.5M0.01%
499KAYNE ANDERSON ENERGY INFRST486606106119,524$1.5M0.01%
500EQT CORPEQT27,109$1.5M0.01%