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

M&R CAPITAL MANAGEMENT INC

Quarter ended Q3 2024 · Filed October 2, 2024 · Accession 0001214659-24-016992

Total Value
$453.8M
Positions
581
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC COMAAPL162,112$37.8M8.33%
2BROADCOM INC COMAVGO192,271$33.2M7.31%
3BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A62,613$28.8M6.35%
4ALPHABET INC CAP STK CL AGOOG126,832$21.0M4.64%
5LOWES COS INC COM54866110770,225$19.0M4.19%
6AMAZON COM INC COMAMZN78,820$14.7M3.24%
7VISA INC COM CL AV53,170$14.6M3.22%
8VISTRA CORP COMVST117,087$13.9M3.06%
9MERCK & CO INC COMMRK121,659$13.8M3.05%
10MICROSOFT CORP COMMSFT29,661$12.8M2.81%
11JPMORGAN CHASE & CO. COMVYLD56,369$11.9M2.62%
12FISERV INC COMFISV53,608$9.6M2.12%
13ALPHABET INC CAP STK CL CGOOG54,282$9.1M2.00%
14ASTRAZENECA PLC SPONSORED ADRAZN111,274$8.7M1.91%
15CACI INTL INC CL A12719030416,773$8.5M1.87%
16PEPSICO INC COMPEP47,992$8.2M1.80%
17CITIZENS FINL GROUP INC COMCIA180,672$7.4M1.64%
183M CO COMMMM52,454$7.2M1.58%
19DEVON ENERGY CORP NEW COM25179M103179,265$7.0M1.55%
20NVIDIA CORPORATION COMNVDA56,935$6.9M1.52%
21FEDEX CORP COMFDX23,694$6.5M1.43%
22COSTCO WHSL CORP NEW COM22160K1056,584$5.8M1.29%
23CITIGROUP INC COM NEWC-PR83,133$5.2M1.15%
24ACCENTURE PLC IRELAND SHS CLASS AACN14,422$5.1M1.12%
25NORFOLK SOUTHN CORP COM65584410819,289$4.8M1.06%
26HONEYWELL INTL INC COM43851610621,564$4.5M0.98%
27ARCH CAP GROUP LTD ORDG0450A10536,608$4.1M0.90%
28ISHARES RUSSELL 2000 ETF46428765517,459$3.9M0.85%
29UNITEDHEALTH GROUP INC COMUNH6,364$3.7M0.82%
30JOHNSON & JOHNSON COMJNJ22,615$3.7M0.81%
31COCA COLA CO COMKO50,990$3.7M0.81%
32HOME DEPOT INC COMHD8,553$3.5M0.76%
33EAST WEST BANCORP INC COMEWBC41,007$3.4M0.75%
34JPMORGAN ULTRA-SHORT INCOME ETF46641Q83766,645$3.4M0.75%
35UNION PAC CORP COMUNP13,615$3.4M0.74%
36ABBVIE INC COMABBV16,447$3.2M0.72%
37EXXON MOBIL CORP COMXOM27,399$3.2M0.71%
38KROGER CO COMKR48,910$2.8M0.62%
39BERKSHIRE HATHAWAY INC DEL CL ABRK-A4$2.8M0.61%
40CSX CORP COMCSX76,218$2.6M0.58%
41COLGATE PALMOLIVE CO COMCL24,106$2.5M0.55%
42PROCTER AND GAMBLE CO COM74271810914,323$2.5M0.55%
43EATON CORP PLC SHSETN7,049$2.3M0.51%
44ISHARES BIOTECHNOLOGY ETF46428755615,442$2.2M0.50%
45ABBOTT LABS COMABLZF18,692$2.1M0.47%
46SALESFORCE INC COMCRM7,342$2.0M0.44%
47CANADIAN PACIFIC KANSAS CITY COMCP21,209$1.8M0.40%
48ARISTA NETWORKS INC COMANET4,353$1.7M0.37%
49ELI LILLY & CO COMLLY1,802$1.6M0.35%
50MASTERCARD INCORPORATED CL AMA3,219$1.6M0.35%
51TJX COS INC NEW COM87254010913,356$1.6M0.35%
52AFLAC INC COMAFL11,855$1.3M0.29%
53TECHNOLOGY SELECT SECTOR SPDR FUND81369Y8035,726$1.3M0.28%
54STRYKER CORPORATION COMSYK3,504$1.3M0.28%
55NEXTERA ENERGY INC COMNEE-PW14,432$1.2M0.27%
56BANK NEW YORK MELLON CORP COM06405810016,352$1.2M0.26%
57COMCAST CORP NEW CL ACCZ26,458$1.1M0.24%
58MONDELEZ INTL INC CL A60920710514,900$1.1M0.24%
59LINDE PLC SHSLIN2,294$1.1M0.24%
60CANADIAN NATL RY CO COM1363751028,884$1.0M0.23%
61BLACKSTONE INC COMBX6,793$1.0M0.23%
62CHEVRON CORP NEW COMCVX6,669$982,1550.22%
63ALLSTATE CORP COMALL-PJ4,979$944,2670.21%
64PFIZER INC COMPFE32,296$934,6600.21%
65PHILLIPS 66 COMPSX6,750$887,2880.20%
66THE CIGNA GROUP COM1255231002,495$864,5280.19%
67HENRY SCHEIN INC COMHSIC10,913$795,5580.18%
68MCDONALDS CORP COMMCD2,545$775,0750.17%
69AUTOMATIC DATA PROCESSING INC COMADP2,737$757,2800.17%
70BANK AMERICA CORP COM06050510419,059$756,2440.17%
71CONOCOPHILLIPS COMCOP6,438$677,7470.15%
72CHUBB LIMITED COMCB2,248$648,3820.14%
73GENERAL MLS INC COM3703341048,502$627,8840.14%
74L3HARRIS TECHNOLOGIES INC COMLHX2,633$626,3260.14%
75SCHLUMBERGER LTD COM STKSLB14,817$621,5880.14%
76HERSHEY CO COMHSY3,217$617,0310.14%
77SYNOVUS FINL CORP COM NEW87161C50113,735$610,8150.13%
78SPDR GOLD SHARESGLD2,470$600,3580.13%
79AMERICAN EXPRESS CO COMAXP2,170$588,5610.13%
80BECTON DICKINSON & CO COMBDX2,433$586,5960.13%
81YUM BRANDS INC COMYUM4,105$573,5100.13%
82PUBLIC SVC ENTERPRISE GRP INC COM7445731066,116$545,6080.12%
83WALMART INC COMWMT6,707$541,5890.12%
84INSIGHT SELECT INCOME FD COM45781W10928,893$509,9610.11%
85AMERICAN WTR WKS CO INC NEW COM0304201033,430$501,6030.11%
86SPDR PORTFOLIO S&P 500 ETF78464A8546,864$463,4110.10%
87ARES CAPITAL CORP COMARCC21,944$459,5070.10%
88CHIPOTLE MEXICAN GRILL INC COMCMG7,871$453,5270.10%
89FIRST TRUST SMALL CAP VALUE ALPHADEX FUND33737M4097,720$428,8550.09%
90ISHARES MORNINGSTAR MID-CAP VALUE ETF4642884065,445$417,3050.09%
91STATE STR CORP COMSTT-PG4,606$407,4560.09%
92US BANCORP DEL COM NEWUSB-PS8,663$396,1760.09%
93INTERNATIONAL BUSINESS MACHS COMINTR1,781$393,7080.09%
94PERRIGO CO PLC SHSPRGO14,311$375,3780.08%
95S&P GLOBAL INC COMSPGI720$371,9660.08%
96SPDR S&P REGIONAL BANKING ETF78464A6986,548$370,6170.08%
97SPDR S&P 500 ETF TRUSTSPY640$367,2940.08%
98FASTENAL CO COMFAST5,134$366,6700.08%
99PNC FINL SVCS GROUP INC COM6934751051,925$355,9190.08%
100VICI PPTYS INC COM92565210910,569$352,0530.08%
101BERKLEY W R CORP COMWRB-PH6,000$340,3800.08%
102VANECK SEMICONDUCTOR ETF92189F6761,380$338,7210.07%
103BRISTOL-MYERS SQUIBB CO COMCELG-RI6,170$319,2300.07%
104ISHARES MSCI EAFE ETF4642874653,796$317,4590.07%
105CONSOLIDATED EDISON INC COMED3,039$316,4880.07%
106VERTEX PHARMACEUTICALS INC COMVRTX673$312,9990.07%
107CVS HEALTH CORP COMCVS4,937$310,4480.07%
108REPUBLIC SVCS INC COM7607591001,512$303,7620.07%
109ESSEX PPTY TR INC COM2971781051,025$302,6830.07%
110PARKER-HANNIFIN CORP COMPH477$301,5870.07%
111DUKE ENERGY CORP NEW COM NEWDUKB2,576$297,0330.07%
112ISHARES RUSSELL 1000 VALUE ETF4642875981,538$292,0010.06%
113QUALCOMM INC COMQCOM1,700$289,0850.06%
114EMERSON ELEC CO COMEMR2,627$287,3660.06%
115GOLDMAN SACHS GROUP INC COMGSCE578$286,1740.06%
116WELLS FARGO CO NEW COM9497461015,006$282,7940.06%
117ZOETIS INC CL AZTS1,440$281,3470.06%
118FIRST TRUST PREFERRED SECURITIES & INCOME ETF33739E10815,304$277,0060.06%
119ORACLE CORP COMORCL-PD1,614$275,0260.06%
120RTX CORPORATION COMRTX2,153$260,8140.06%
121NOVARTIS AG SPONSORED ADRNVSEF2,233$256,8400.06%
122MEDTRONIC PLC SHSMDT2,728$245,5610.05%
123VANGUARD RUSSELL 1000 GROWTH ETF92206C6802,491$240,4030.05%
124OGE ENERGY CORP COMOGE5,766$236,5210.05%
125WASTE MGMT INC DEL COM94106L1091,092$226,6310.05%
126DARDEN RESTAURANTS INC COMDRI1,334$218,9490.05%
127AMGEN INC COMAMGN663$213,5590.05%
128IRON MTN INC DEL COM46284V1011,735$206,1590.05%
129LOEWS CORP COML2,600$205,5300.05%
130INVESCO QQQ TRUST SERIES IIVZ416$203,0620.04%
131ISHARES CORE S&P SMALL CAP ETF4642878041,730$202,3280.04%
132LIGAND PHARMACEUTICALS INC COM NEWLGNZZ2,000$200,1800.04%
133TORONTO DOMINION BK ONT COM NEWTORO3,146$198,9870.04%
134MORGAN STANLEY COM NEWMS-PQ1,889$196,8910.04%
135CATERPILLAR INC COMCAT500$195,5600.04%
136EMPIRE ST RLTY OP L P UNIT LTD PRTNSP29210210017,692$187,1810.04%
137SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF78468R7884,074$185,9670.04%
138ISHARES RUSSELL 1000 ETF464287622590$185,4900.04%
139AIR PRODS & CHEMS INC COMAIIR614$182,8060.04%
140FLEXSHARES INTERNATIONAL QUALITY DIVIDEND DYNAMIC INDEX FUNDFLEX5,730$178,6610.04%
141ONEOK INC NEW COMOKE1,949$177,6120.04%
142CISCO SYS INC COMCSCO3,311$176,2000.04%
143KEYCORP COM49326710810,473$175,4230.04%
144DIAGEO PLC SPON ADR NEWDGEAF1,225$171,8670.04%
145INTEL CORP COMINTC7,284$170,8710.04%
146BAXTER INTL INC COM0718131094,480$170,1040.04%
147REALTY INCOME CORP COMO2,664$168,9310.04%
148JPMORGAN SUSTAINABLE MUNICIPAL INCOME ETF46654Q8153,289$167,8130.04%
149PHILIP MORRIS INTL INC COM7181721091,335$162,0690.04%
150ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF4642886463,000$157,9800.03%
151REGENERON PHARMACEUTICALS COMREGN150$157,6860.03%
152JABIL INC COMJBL1,312$157,1610.03%
153VERIZON COMMUNICATIONS INC COMVZ3,482$156,3910.03%
154AMERICAN ELEC PWR CO INC COM0255371011,490$152,8740.03%
155DISNEY WALT CO COM2546871061,584$152,3940.03%
156CHART INDS INC COM16115Q3081,196$148,4710.03%
157SPDR S&P BIOTECH ETF78464A8701,501$148,2900.03%
158ALTRIA GROUP INC COMMO2,899$147,9750.03%
159SPDR S&P MIDCAP 400 ETF TRUSTMDY258$147,0300.03%
160DANAHER CORPORATION COM235851102512$142,3460.03%
161QUEST DIAGNOSTICS INC COMDGX908$140,9670.03%
162TAPESTRY INC COMTPR3,000$140,9400.03%
163SOUTHERN CO COMSOMN1,552$139,9230.03%
164MCCORMICK & CO INC COM NON VTGMKC-V1,689$139,0010.03%
165ADVANCED MICRO DEVICES INC COMAMD844$138,4840.03%
166AVERY DENNISON CORP COMAVY600$132,4560.03%
167ALLIANT ENERGY CORP COMLNT2,158$130,9880.03%
168ISHARES U.S. HEALTHCARE ETF4642877622,000$130,0000.03%
169NATIONAL GRID PLC SPONSORED ADR NENMPWP1,843$128,4020.03%
170FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND33737J3073,120$128,1700.03%
171INTERCONTINENTAL EXCHANGE INC COM45866F104794$127,5450.03%
172INVESCO S&P 500 EQUAL WEIGHT ETFIVZ685$122,7960.03%
173ISHARES CORE S&P MID-CAP ETF4642875071,896$118,1460.03%
174SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF78464A3591,500$114,8850.03%
175SPDR PORTFOLIO S&P 400 MID CAP ETF78464A8472,096$114,5880.03%
176CARRIER GLOBAL CORPORATION COMCARR1,405$113,0880.02%
177RITHM CAPITAL CORP COM NEWRITM-PF9,915$112,5350.02%
178ISHARES CORE S&P 500 ETF464287200188$108,4420.02%
179POTLATCHDELTIC CORPORATION COM7376301032,400$108,1200.02%
180SEMPRA COMSREA1,250$104,5380.02%
181ADOBE INC COMADBE200$103,5560.02%
182VANGUARD MID-CAP VALUE ETF922908512615$103,1170.02%
183APPLIED MATLS INC COM038222105500$101,0250.02%
184LOCKHEED MARTIN CORP COMLMT173$100,8970.02%
185ISHARES GOLD TRUSTIAU2,000$99,4000.02%
186BROOKFIELD RENEWABLE CORP CL A SUB VTGBEPC2,929$95,6610.02%
187MOODYS CORP COMMCO200$94,9180.02%
188TOTALENERGIES SE SPONSORED ADSTTE1,440$93,0530.02%
189OCCIDENTAL PETE CORP COM6745991051,789$92,1910.02%
190VERALTO CORP COM SHSVLTO823$92,0610.02%
191ZIMMER BIOMET HOLDINGS INC COMZBH852$91,9730.02%
192ISHARES GLOBAL TECH ETF4642872911,113$91,8670.02%
193NATIONAL BANKSHARES INC VA COMNBHC3,072$91,8530.02%
194DISCOVER FINL SVCS COM254709108622$87,2600.02%
195FIRST TRUST ENHANCED SHORT MATURITY ETF33739Q4081,415$84,7160.02%
196UNITED PARCEL SERVICE INC CL BUPS619$84,3310.02%
197AMERICAN INTL GROUP INC COM NEW0268747841,125$82,3840.02%
198GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETFNVGLF1,054$81,6930.02%
199CONSTELLATION BRANDS INC CL ASTZ315$81,1720.02%
200ENTERPRISE PRODS PARTNERS L P COM2937921072,767$80,5380.02%
201MARKEL GROUP INC COMMKL51$79,9980.02%
202ISHARES MORNINGSTAR MID-CAP GROWTH ETF4642883071,092$79,6860.02%
203DEXCOM INC COMDXCM1,182$79,2410.02%
204SONOCO PRODS CO COM8354951021,450$79,2120.02%
205FORTIVE CORP COMFTV1,000$78,9300.02%
206INVESCO NASDAQ 100 ETFIVZ392$78,6380.02%
207VANGUARD DIVIDEND APPRECIATION ETF921908844393$77,7980.02%
208ESSENTIAL PPTYS RLTY TR INC COM29670E1072,267$77,4270.02%
209YUM CHINA HLDGS INC COMYUMC1,715$77,2090.02%
210NORTHROP GRUMMAN CORP COMNOC146$77,0980.02%
211SHELL PLC SPON ADSRYDAF1,144$75,4470.02%
212OTIS WORLDWIDE CORP COMOTIS704$73,1740.02%
213VANGUARD RUSSELL 1000 ETF92206C730280$72,8200.02%
214SERVICE CORP INTL COM817565104908$71,6840.02%
215NIKE INC CL BNKE805$71,1620.02%
216TARGET CORP COMTGT451$70,2730.02%
217PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF74347B680859$70,2490.02%
218TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS874039100400$69,4680.02%
219TANGER INC COMSKT2,000$66,3600.01%
220ISHARES U.S. AEROSPACE & DEFENSE ETF464288760440$65,8420.01%
221OMNICOM GROUP INC COMOMC636$65,7780.01%
222SYSCO CORP COMSYY838$65,3970.01%
223GENERAL DYNAMICS CORP COMGD213$64,3570.01%
224COMMUNITY TR BANCORP INC COM2041491081,283$63,7070.01%
225ASSURED GUARANTY LTD COMAGO800$63,6160.01%
226UNIVERSAL HEALTH RLTY INCOME T SH BEN INT91359E1051,389$63,5470.01%
227STARBUCKS CORP COMSBUX647$63,1240.01%
228FLEXSHARES QUALITY DIVIDEND INDEX FUNDFLEX871$62,4590.01%
229ALLETE INC COM NEW018522300963$61,8120.01%
230SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X8891,612$60,5370.01%
231BANCFIRST CORP COMBANFP575$60,5190.01%
232COMMUNITY FINANCIAL SYSTEM INC COMCBU1,000$58,0700.01%
233SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R8531,252$56,9790.01%
234PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A467529$56,4760.01%
235ILLINOIS TOOL WKS INC COM452308109200$52,4140.01%
236CAMPBELL SOUP CO COMCPB1,040$50,8930.01%
237ALEXANDRIA REAL ESTATE EQ INC COM015271109417$49,5600.01%
238NOVO-NORDISK A S ADRNONOF411$48,9380.01%
239LIBERTY GLOBAL LTD COM CL ALBTYK2,312$48,8060.01%
240FIRST TRUST DOW JONES INTERNET INDEX FUND33733E302230$48,7210.01%
241VANGUARD SHORT-TERM CORPORATE BOND ETF92206C409594$47,2110.01%
242MOTOROLA SOLUTIONS INC COM NEWMSI102$45,8620.01%
243FRANKLIN FTSE INDIA ETFFGDL1,091$45,7320.01%
244WISDOMTREE INTEREST RATE HEDGED HIGH YIELD BOND FUNDWT2,000$44,2800.01%
245WILLIAMS COS INC COM969457100960$43,8240.01%
246EVERCORE INC CLASS AEVR170$43,0680.01%
247PAYCHEX INC COMPAYX320$42,9410.01%
248ISHARES CORE MSCI EAFE ETF46432F842550$42,9280.01%
249ISHARES SELECT DIVIDEND ETF464287168311$42,0160.01%
250INVESCO VALUE MUN INCOME TR COMIVZ3,260$41,9890.01%
251GENUINE PARTS CO COMGPC295$41,2690.01%
252STANLEY BLACK & DECKER INC COMSWK374$41,1880.01%
253SCHWAB U.S. LARGE-CAP GROWTH ETF808524300383$39,8830.01%
254VANECK GOLD MINERS ETF92189F1061,000$39,8200.01%
255ISHARES MSCI USA MIN VOL FACTOR ETF46429B697430$39,2630.01%
256LANDBRIDGE COMPANY LLC CL ALB1,000$39,1200.01%
257SMITH A O CORP COMAOS422$37,9350.01%
258ISHARES CORE HIGH DIVIDEND ETF46429B663322$37,8980.01%
259EVERGY INC COMEVRG610$37,8260.01%
260FIDELITY NASDAQ COMPOSITE INDEX ETF315912808525$37,5900.01%
261WEYERHAEUSER CO MTN BE COM NEWWY1,107$37,4830.01%
262WISDOMTREE EUROPE HEDGED EQUITY FUNDWT825$37,0360.01%
263TESLA INC COMTSLA138$36,1050.01%
264METLIFE INC COMMET-PF432$35,6460.01%
265SPDR S&P 600 SMALL CAP GROWTH ETF78464A201381$35,4960.01%
266NETFLIX INC COMNFLX50$35,4640.01%
267KRANESHARES CSI CHINA INTERNET ETF5007673061,000$34,0200.01%
268BIONTECH SE SPONSORED ADSBNTX283$33,6120.01%
269GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC352$33,0350.01%
270ATLANTA BRAVES HLDGS INC COM SER CBATRB821$32,6760.01%
271PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND72201R833320$32,2210.01%
272ANALOG DEVICES INC COMADI139$31,9070.01%
273ISHARES CHINA LARGE-CAP ETF4642871841,000$31,7800.01%
274FIRST TRUST MUNICIPAL HIGH INCOME ETF33739P301639$31,5670.01%
275EOG RES INC COMEOG255$31,3470.01%
276UDR INC COMUDR691$31,3300.01%
277FEDERAL RLTY INVT TR NEW SH BEN INT NEW313745101270$31,0420.01%
278SCHWAB U.S. LARGE-CAP ETF808524201457$31,0310.01%
279NUVEEN SELECT MAT MUN FD SH BEN INTNU3,300$30,5580.01%
280KEYSIGHT TECHNOLOGIES INC COMKEYS190$30,1970.01%
281INVESCO LARGE CAP GROWTH ETFIVZ305$30,0980.01%
282AT&T INC COMT-PC1,352$29,7390.01%
283EVEREST GROUP LTD COMEG75$29,3870.01%
284GABELLI CONV & INC SECS FD INC COM36240B1097,767$28,5050.01%
285ENERGY SELECT SECTOR SPDR FUND81369Y506315$27,6570.01%
286ATLANTA BRAVES HLDGS INC COM SER ABATRB649$27,3550.01%
287REXFORD INDL RLTY INC COM76169C100539$27,1240.01%
288PIMCO CORPORATE & INCOME OPPOR COMPTY1,800$25,9020.01%
289SCHWAB U.S. SMALL-CAP ETF808524607503$25,8940.01%
290ISHARES CURRENCY HEDGED MSCI EUROZONE ETF46434V639700$25,7320.01%
291META PLATFORMS INC CL AMETA43$24,6150.01%
292VANGUARD RUSSELL 1000 VALUE ETF92206C714290$24,1660.01%
293CROWDSTRIKE HLDGS INC CL ACRWD86$24,1200.01%
294TRACTOR SUPPLY CO COMTSCO82$23,9470.01%
295ISHARES CORE MSCI EMERGING MARKETS ETF46434G103417$23,9400.01%
296BANK HAWAII CORP COM062540109375$23,5350.01%
297HARTFORD FINL SVCS GROUP INC COMHIG-PG200$23,5220.01%
298INVESCO SEMICONDUCTORS ETFIVZ405$23,2960.01%
299ETHAN ALLEN INTERIORS INC COMETD724$23,0940.01%
300SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF808524730678$21,8810.00%
301FIRST LONG IS CORP COM3207341061,689$21,7330.00%
302VANGUARD VALUE ETF922908744124$21,6470.00%
303LIBERTY BROADBAND CORP COM SER CLBRDP275$21,2550.00%
304INVESCO WATER RESOURCES ETFIVZ300$21,1620.00%
305TEXAS INSTRS INC COM882508104100$20,6570.00%
306AMPLIFY CYBERSECURITY ETF032108664300$20,4840.00%
307INTERNATIONAL PAPER CO COM460146103418$20,4210.00%
308CELANESE CORP DEL COMCE149$20,2580.00%
309SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF808524771279$20,0070.00%
310VANGUARD EXTENDED MARKET ETF922908652110$19,9490.00%
311CHENIERE ENERGY INC COM NEWLNG109$19,6030.00%
312LINCOLN NATL CORP IND COM534187109622$19,6000.00%
313CHARTER COMMUNICATIONS INC NEW CL A16119P10860$19,4450.00%
314ESSENTIAL UTILS INC COM29670G102498$19,2080.00%
315SOLVENTUM CORP COM SHSSOLV273$19,0340.00%
316VANGUARD SMALL CAP VALUE ETF92290861194$18,8730.00%
317SCHWAB EMERGING MARKETS EQUITY ETF808524706646$18,8420.00%
318DOMINION ENERGY INC COMD324$18,7240.00%
319BLACKROCK INC COMBLK20$18,6570.00%
320EXPEDIA GROUP INC COM NEWEXPE126$18,6510.00%
321TRUIST FINL CORP COM89832Q109436$18,6480.00%
322ARCHER DANIELS MIDLAND CO COMADM305$18,2330.00%
323NUVEEN NEW YORK AMT QLT MUNICP COMNU1,600$17,9200.00%
324DUPONT DE NEMOURS INC COMDD200$17,8220.00%
325GRAYSCALE BITCOIN TRUSTGBTC350$17,6750.00%
326ISHARES RUSSELL MIDCAP ETF464287499200$17,6280.00%
327SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF808524888457$17,6200.00%
328SPDR S&P DIVIDEND ETF78464A763124$17,6130.00%
329ALERIAN MLP ETF00162Q452373$17,5790.00%
330TYSON FOODS INC CL ATSN291$17,3370.00%
331WELLTOWER INC COMWELL135$17,2840.00%
332INVESCO GLOBAL WATER ETFIVZ400$17,2320.00%
333MICROCHIP TECHNOLOGY INC. COMMCHPP214$17,2110.00%
334ISHARES FUTURE AI & TECH ETF46435U556500$17,1160.00%
335SS&C TECHNOLOGIES HLDGS INC COMSSNC229$16,9590.00%
336WESTERN ASSET INVESTMENT GRADE COM95766T1001,300$16,7180.00%
337LIBERTY MEDIA CORP DEL COM LBTY ONE S CFWONB214$16,5700.00%
338NATIONAL FUEL GAS CO COMNFG273$16,5400.00%
339ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF464288513200$16,0600.00%
340COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y852176$15,9130.00%
341ROYCE SMALL CAP TRUST INC COMRVT991$15,5620.00%
342NORTHWEST NAT HLDG CO COM66765N105379$15,4770.00%
343KOHLS CORP COMKSS733$15,4730.00%
344SPDR S&P 400 MID CAP GROWTH ETF78464A821176$15,4630.00%
345BK OF AMERICA CORP 7.25CNV PFD L06050568212$15,2760.00%
346ISHARES 0-5 YEAR TIPS BOND ETF46429B747150$15,1980.00%
347FIRST TRUST CAPITAL STRENGTH ETF33733E104162$14,7280.00%
348INVESCO VARIABLE RATE PREFERRED ETFIVZ600$14,6760.00%
349CHENIERE ENERGY PARTNERS LP COM UNITLNG300$14,6160.00%
350BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS ABIPC336$14,5920.00%
351GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF37954Y673350$14,4060.00%
352BEST BUY INC COMBBY139$14,3870.00%
353HEALTH CARE SELECT SECTOR SPDR FUND81369Y20992$14,1700.00%
354UGI CORP NEW COM902681105562$14,0630.00%
355VALERO ENERGY CORP COMVLO104$13,9940.00%
356TOMPKINS FINL CORP COM890110109241$13,9400.00%
357SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF78464A805196$13,7350.00%
358SCHWAB U.S. LARGE-CAP VALUE ETF808524409169$13,5850.00%
359VONTIER CORPORATION COMVNT400$13,4960.00%
360MODERNA INC COMMRNA200$13,3660.00%
361INVESCO AI AND NEXT GEN SOFTWARE ETFIVZ291$13,2410.00%
362WP CAREY INC COM92936U109209$12,9990.00%
363BOEING CO COMBA-PA85$12,9230.00%
364INTERNATIONAL FLAVORS&FRAGRANC COM459506101122$12,7700.00%
365LAMB WESTON HLDGS INC COMLW197$12,7670.00%
366PROGRESSIVE CORP COM74331510350$12,6880.00%
367TIMKEN CO COMTKR150$12,6440.00%
368VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870150$12,5630.00%
369LULULEMON ATHLETICA INC COMLULU46$12,4820.00%
370SNAP ON INC COMSNA42$12,0910.00%
371KIMBERLY-CLARK CORP COMKMB85$12,0670.00%
372CORNING INC COMGLW265$11,9830.00%
373INVESCO PHARMACEUTICALS ETFIVZ135$11,7410.00%
374SPDR PORTFOLIO S&P 500 VALUE ETF78464A508220$11,6510.00%
375SCHWAB INTERNATIONAL EQUITY ETF808524805281$11,5450.00%
376BLOOMIN BRANDS INC COMBLMN696$11,5010.00%
377INVESCO QUALITY MUN INCOME TR COMIVZ1,100$11,4840.00%
378SCHWAB US DIVIDEND EQUITY ETF808524797135$11,4120.00%
379ROLLINS INC COMROL225$11,3810.00%
380LIBERTY MEDIA CORP DEL COM LBTY LIV S AFWONB227$11,2390.00%
381FIDELITY WISE ORIGIN BITCOIN FUNDFBTC200$11,1060.00%
382PATTERSON COS INC COM703395103500$10,9200.00%
383ISHARES S&P SMALL-CAP 600 VALUE ETF464287879100$10,7660.00%
384PACKAGING CORP AMER COM69515610949$10,5520.00%
385CASEYS GEN STORES INC COM14752810328$10,5320.00%
386COCA COLA CONS INC COMCOKE8$10,5310.00%
387BLACKROCK MUN INCOME TR SH BEN INTBLK990$10,4640.00%
388PROSHARES ULTRA CONSUMER DISCRETIONARY74347R750244$10,3180.00%
389JPMORGAN BETABUILDERS JAPAN ETF46641Q217174$10,3150.00%
390MATTHEWS INTL CORP CL A577128101439$10,1770.00%
391VANECK VIETNAM ETF92189F817790$10,0980.00%
392ISHARES RUSSELL TOP 200 VALUE ETF464289420124$10,0770.00%
393ABRDN PHYSICAL GOLD SHARES ETF00326A104400$10,0520.00%
394PALANTIR TECHNOLOGIES INC CL APLTR270$10,0440.00%
395VANGUARD FTSE EMERGING MARKETS ETF922042858209$10,0190.00%
396NEWMONT CORP COMNEMCL187$9,9950.00%
397ISHARES PREFERRED & INCOME SECURITIES ETF464288687300$9,9690.00%
398INVESCO PREFERRED ETFIVZ799$9,8680.00%
399AMDOCS LTD SHSDOX110$9,6230.00%
400GABELLI UTIL TR COM36240A1011,829$9,5130.00%
401BP PLC SPONSORED ADRBPPFF300$9,4170.00%
402DONEGAL GROUP INC CL ADGICB633$9,3250.00%
403OLD REP INTL CORP COM680223104260$9,1920.00%
404BANCO SANTANDER S.A. ADRBCDRF1,794$9,1490.00%
405NUVEEN MUN VALUE FD INC COMNU1,000$9,0200.00%
406OPKO HEALTH INC COMOPK6,000$8,9400.00%
407ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF46428715071$8,9190.00%
408LABCORP HOLDINGS INC COM SHSLH37$8,2690.00%
409DENTSPLY SIRONA INC COMXRAY305$8,2620.00%
410WHIRLPOOL CORP COMWHR-PA77$8,2220.00%
411ORGANON & CO COMMON STOCKOGN427$8,1690.00%
412CHEESECAKE FACTORY INC COMCAKE200$8,1100.00%
413NUVEEN AMT FREE QLTY MUN INCME COMNU677$8,1040.00%
414NUVEEN AMT FREE MUN CR INC FD COMNU604$8,0880.00%
415FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF33741X102220$8,0040.00%
416BROADRIDGE FINL SOLUTIONS INC COM11133T10337$7,9560.00%
417SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF78464A474259$7,8430.00%
418GLOBAL X U.S. PREFERRED ETF37954Y657375$7,7930.00%
419LIBERTY MEDIA CORP DEL COM LBTY ONE S AFWONB104$7,4390.00%
420THERMO FISHER SCIENTIFIC INC COMTMO12$7,4230.00%
421GABELLI DIVID & INCOME TR COM36242H104300$7,3350.00%
422ARES MANAGEMENT CORPORATION CL A COM STKARES-PB47$7,3240.00%
423SCHWAB U.S. REIT ETF808524847316$7,3180.00%
424NUVEEN N Y SELECT TAX FREE INC SH BEN INTNU600$7,3020.00%
425ISHARES BITCOIN TRUST ETFIBIT200$7,2260.00%
426APTIV PLC SHSAPTV100$7,2010.00%
427COTERRA ENERGY INC COMCTRA300$7,1850.00%
428MANPOWERGROUP INC WIS COMMAN94$6,9160.00%
429ISHARES U.S. TECH BREAKTHROUGH MULTISECTOR ETF46436E502134$6,8770.00%
430LYONDELLBASELL INDUSTRIES N V SHS - A -LYB72$6,8770.00%
431LIBERTY MEDIA CORP DEL COM LBTY LIV S CFWONB133$6,8270.00%
432ISHARES RUSSELL 2500 ETF46435G268100$6,7730.00%
433XYLEM INC COMXYL50$6,7520.00%
434GENERAL MTRS CO COM37045V100150$6,7260.00%
435JPMORGAN BETABUILDERS CANADA ETF46641Q22593$6,7230.00%
436WARNER BROS DISCOVERY INC COM SER AWBD805$6,6410.00%
437ARROW FINL CORP COM042744102231$6,6250.00%
438FERRARI N V COMRACE14$6,5820.00%
439PROLOGIS INC. COMPLDGP51$6,4400.00%
440DEERE & CO COMDE15$6,4140.00%
441KEURIG DR PEPPER INC COMKDP170$6,3720.00%
442TE CONNECTIVITY LTD SHSTEL42$6,3420.00%
443DOW INC COMDOW115$6,2650.00%
444CASS INFORMATION SYS INC COMCASS150$6,2420.00%
445KAYNE ANDERSON ENERGY INFRSTR COM486606106550$6,0500.00%
446ARRAY TECHNOLOGIES INC COM SHSARRY900$5,9400.00%
447ASML HOLDING N V N Y REGISTRY SHSASMLF7$5,8330.00%
448SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF808524755153$5,7180.00%
449EMPIRE ST RLTY TR INC CL A292104106516$5,7170.00%
450EMBECTA CORP COMMON STOCKEMBC400$5,6400.00%
451ENBRIDGE INC COMENNPF138$5,6100.00%
452LIBERTY BROADBAND CORP COM SER ALBRDP73$5,6080.00%
453GSK PLC SPONSORED ADRGLAXF136$5,5600.00%
454HOST HOTELS & RESORTS INC COMHST316$5,5540.00%
455IQVIA HLDGS INC COMIQV23$5,4500.00%
456HEALTHPEAK PROPERTIES INC COMDOC233$5,3190.00%
457SPDR PORTFOLIO S&P 500 GROWTH ETF78464A40964$5,3120.00%
458ABM INDS INC COM000957100100$5,2760.00%
459FINANCIAL SELECT SECTOR SPDR FUND81369Y605114$5,1660.00%
460BORGWARNER INC COMBWA141$5,1320.00%
461SONY GROUP CORP SPONSORED ADRSNEJF53$5,1180.00%
462VANGUARD RUSSELL 2000 GROWTH ETF92206C62324$4,9740.00%
463EATON VANCE TAX-MANAGED DIVERS COMETN333$4,8780.00%
464HSBC HLDGS PLC SPON ADR NEWHBCYF105$4,7450.00%
465HYSTER-YALE INC CL AHY73$4,6470.00%
466SEI INVTS CO COM78411710367$4,6390.00%
467BROWN FORMAN CORP CL ABF-B95$4,5680.00%
468SCHWAB US AGGREGATE BOND ETF80852483995$4,5140.00%
4691ST SOURCE CORP COMSRCE75$4,4670.00%
470FIRSTENERGY CORP COMFE100$4,4350.00%
471GLOBAL X LITHIUM & BATTERY TECH ETF37954Y855100$4,3590.00%
472DOLLAR GEN CORP NEW COM25667710550$4,2290.00%
473XTRACKERS MSCI EAFE HEDGED EQUITY ETF233051200100$4,2020.00%
474AMERICAN TOWER CORP NEW COM03027X10018$4,1860.00%
475INVESCO DB AGRICULTURE FUNDIVZ160$4,1770.00%
476ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF46428724235$3,9540.00%
477TR ACTIVEBETA US LARGE CAP EQUITY ETFNVGLF35$3,9530.00%
478ISHARES S&P 500 VALUE ETF46428740820$3,9430.00%
479RIVIAN AUTOMOTIVE INC COM CL ARIVN345$3,8710.00%
480MATERIALS SELECT SECTOR SPDR FUND81369Y10040$3,8550.00%
481HEWLETT PACKARD ENTERPRISE CO COMHPE-PC187$3,8240.00%
482GABELLI EQUITY TR INC COMGAB-PK692$3,7990.00%
483JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF46641Q23369$3,7280.00%
484JBG SMITH PPTYS COM46590V100201$3,5160.00%
485SPDR S&P 400 MID CAP VALUE ETF78464A83942$3,3680.00%
486VANGUARD HIGH DIVIDEND YIELD INDEX ETF92194640625$3,2050.00%
487ATMUS FILTRATION TECHNOLOGIES COMATMU84$3,1530.00%
488T-MOBILE US INC COMTMUSZ15$3,0950.00%
489SPDR S&P 600 SMALL CAP VALUE ETF78464A30035$3,0730.00%
490SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF78468R64861$3,0280.00%
491PENTAIR PLC SHSPNR30$2,9340.00%
492HP INC COMHPQ80$2,8700.00%
493SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF80852474875$2,8610.00%
494ARCADIUM LITHIUM PLC COM SHSG0508H1101,000$2,8500.00%
495ISHARES U.S. EQUITY FACTOR ETF46434V28247$2,7620.00%
496GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETFNVGLF77$2,7030.00%
497SPDR PORTFOLIO EMERGING MARKETS ETF78463X50965$2,6810.00%
498STAR GROUP L P UNIT LTD PARTNRSGU218$2,5640.00%
499SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF80852476342$2,5020.00%
500AVALONBAY CMNTYS INC COMAWX11$2,4780.00%