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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

Ascent Group, LLC

Quarter ended Q4 2024 · Filed February 21, 2025 · Accession 0001221073-25-000036

Total Value
$1.33B
Positions
928
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78464A854661,040$45.6M3.50%
2MICROSOFT CORPMSFT93,922$39.6M3.04%
3APPLE INCAAPL156,586$39.2M3.01%
4NVIDIA CORPORATIONNVDA252,281$33.9M2.60%
5ALPHABET INCGOOG117,704$22.3M1.71%
6AMAZON COM INCAMZN99,968$21.9M1.68%
7META PLATFORMS INCMETA37,067$21.7M1.67%
8ISHARES TR464287226201,283$19.5M1.50%
9ISHARES TR46434V860363,285$18.3M1.41%
10ISHARES TR464287309175,899$17.9M1.37%
11BLACKROCK ETF TRUSTBLK318,838$16.3M1.26%
12ISHARES TR46432F33984,176$15.0M1.15%
13JPMORGAN CHASE & CO.VYLD61,894$14.8M1.14%
14VISA INCV41,435$13.1M1.01%
15MASTERCARD INCORPORATEDMA24,413$12.9M0.99%
16ALPHABET INCGOOG64,749$12.3M0.95%
17BROADCOM INCAVGO50,405$11.7M0.90%
18VANGUARD INDEX FDS92290853845,432$11.5M0.89%
19ARISTA NETWORKS INCANET102,745$11.4M0.87%
20WALMART INCWMT125,061$11.3M0.87%
21PROCTER AND GAMBLE CO74271810966,189$11.1M0.85%
22VANGUARD INDEX FDS92290873626,758$11.0M0.84%
23HOME DEPOT INCHD27,924$10.9M0.83%
24UNITEDHEALTH GROUP INCUNH21,291$10.8M0.83%
25VANGUARD INDEX FDS92290874462,666$10.6M0.81%
26COSTCO WHSL CORP NEW22160K10510,730$9.8M0.76%
27ISHARES U S ETF TR46431W838184,721$9.2M0.71%
28BERKSHIRE HATHAWAY INC DELBRK-A19,599$8.9M0.68%
29PROGRESSIVE CORP74331510336,665$8.8M0.67%
30ISHARES TR46428720014,618$8.6M0.66%
31ELI LILLY & COLLY10,974$8.5M0.65%
32VANGUARD TAX-MANAGED FDS921943858172,930$8.3M0.64%
33ISHARES TR46428858889,120$8.2M0.63%
34T-MOBILE US INCTMUSZ36,534$8.1M0.62%
35ISHARES TR46428740841,042$7.8M0.60%
36SCHWAB STRATEGIC TR808524839341,911$7.8M0.60%
37ISHARES INC46434G764127,174$7.1M0.54%
38ISHARES TR46428772143,164$6.9M0.53%
39SCHWAB CHARLES CORPSCHW-PJ91,543$6.8M0.52%
40BANK AMERICA CORP060505104147,941$6.5M0.50%
41EXXON MOBIL CORPXOM58,286$6.3M0.48%
42VERIZON COMMUNICATIONS INCVZ152,755$6.1M0.47%
43VANGUARD INDEX FDS92290836311,236$6.1M0.47%
44ADOBE INCADBE13,391$6.0M0.46%
45AMETEK INCAME32,823$5.9M0.45%
46ISHARES TR46434V407136,192$5.8M0.45%
47TESLA INCTSLA14,151$5.7M0.44%
48FISERV INCFISV27,638$5.7M0.44%
49ISHARES TR46428851370,496$5.5M0.43%
50PEPSICO INCPEP35,838$5.4M0.42%
51ISHARES TR46428747342,130$5.4M0.42%
52SALESFORCE INCCRM15,876$5.3M0.41%
53ACCENTURE PLC IRELANDACN14,618$5.1M0.40%
54ISHARES TR46428745762,047$5.1M0.39%
55PHILIP MORRIS INTL INC71817210942,143$5.1M0.39%
56HONEYWELL INTL INC43851610621,161$4.8M0.37%
57JOHNSON & JOHNSONJNJ32,775$4.7M0.36%
58AMPHENOL CORP NEW03209510167,781$4.7M0.36%
59CINTAS CORPCTAS25,669$4.7M0.36%
60ISHARES TR46428828152,203$4.6M0.36%
61BLACKROCK ETF TRUST IIBLK88,811$4.6M0.35%
62HEICO CORP NEWHEI-A24,796$4.6M0.35%
63ABBVIE INCABBV25,546$4.5M0.35%
64TJX COS INC NEW87254010937,247$4.5M0.35%
65ALTRIA GROUP INCMO86,025$4.5M0.35%
66TRANE TECHNOLOGIES PLCTT12,134$4.5M0.34%
67NETFLIX INCNFLX4,998$4.5M0.34%
68COCA COLA COKO71,502$4.5M0.34%
69MCDONALDS CORPMCD15,318$4.4M0.34%
70CARMAX INCKMX54,163$4.4M0.34%
71ISHARES TR46428841441,349$4.4M0.34%
72CHEVRON CORP NEWCVX30,390$4.4M0.34%
73LINDE PLCLIN10,424$4.4M0.34%
74S&P GLOBAL INCSPGI8,737$4.4M0.33%
75INVESCO EXCH TRADED FD TR IIIVZ45,150$4.3M0.33%
76GENERAL MLS INC37033410466,175$4.2M0.32%
77VERTEX PHARMACEUTICALS INCVRTX10,471$4.2M0.32%
78MERCK & CO INCMRK42,066$4.2M0.32%
79J P MORGAN EXCHANGE TRADED F46641Q39939,085$4.1M0.32%
80LOCKHEED MARTIN CORPLMT8,444$4.1M0.32%
81INSTALLED BLDG PRODS INC45780R10123,291$4.1M0.31%
82WELLS FARGO CO NEW94974610156,211$3.9M0.30%
83WILLIAMS COS INC96945710071,628$3.9M0.30%
84CME GROUP INCCME16,580$3.9M0.30%
85CAPITAL ONE FINL CORP14040H10521,249$3.8M0.29%
86THERMO FISHER SCIENTIFIC INCTMO7,268$3.8M0.29%
87KINSALE CAP GROUP INC49714P1088,095$3.8M0.29%
88NEXTERA ENERGY INCNEE-PW52,420$3.8M0.29%
89ROPER TECHNOLOGIES INCROP7,183$3.7M0.29%
90ISHARES TR46428743241,674$3.6M0.28%
91VANGUARD INDEX FDS92290851221,727$3.5M0.27%
92VANGUARD INDEX FDS92290875114,627$3.5M0.27%
93ZOETIS INCZTS21,521$3.5M0.27%
94ISHARES INC46434G88977,334$3.5M0.27%
95VANGUARD BD INDEX FDS92193782745,248$3.5M0.27%
96AT&T INCT-PC152,701$3.5M0.27%
97MARSH & MCLENNAN COS INC57174810216,045$3.4M0.26%
98UNION PAC CORPUNP14,716$3.4M0.26%
99DISNEY WALT CO25468710629,956$3.3M0.26%
100GE AEROSPACE36960430119,546$3.3M0.25%
101INTERNATIONAL BUSINESS MACHSINTR14,576$3.2M0.25%
102CISCO SYS INCCSCO54,069$3.2M0.25%
103M & T BK CORP55261F10416,943$3.2M0.24%
104ISHARES TR46428866127,504$3.2M0.24%
105VANGUARD CHARLOTTE FDS92203J40763,604$3.1M0.24%
106MEDPACE HLDGS INCMEDP9,347$3.1M0.24%
107CREDIT ACCEP CORP MICH2253101016,593$3.1M0.24%
108SEMPRASREA35,012$3.1M0.24%
109ASML HOLDING N VASMLF4,352$3.0M0.23%
110ISHARES TR46432F83445,259$3.0M0.23%
111INTUITIVE SURGICAL INCISRG5,730$3.0M0.23%
112AVALONBAY CMNTYS INCAWX13,546$3.0M0.23%
113QUANTA SVCS INC74762E1029,302$2.9M0.23%
114AMGEN INCAMGN11,187$2.9M0.22%
115ENTERGY CORP NEWENO38,233$2.9M0.22%
116VANGUARD INDEX FDS92290875111,920$2.9M0.22%
117FIVE BELOW INCFIVE27,150$2.8M0.22%
118PTC INCPTC15,224$2.8M0.22%
119ENDEAVOR GROUP HLDGS INC29260Y10989,202$2.8M0.21%
120CINCINNATI FINL CORP17206210119,336$2.8M0.21%
121AUTOMATIC DATA PROCESSING INADP9,473$2.8M0.21%
122CITIZENS FINL GROUP INCCIA62,902$2.8M0.21%
123INTERNATIONAL PAPER CO46014610351,028$2.7M0.21%
124ISHARES TR46428864653,057$2.7M0.21%
125BLACKROCK INCBLK2,591$2.7M0.20%
126ELECTRONIC ARTS INCEA18,045$2.6M0.20%
127VANGUARD INTL EQUITY INDEX F92204285859,563$2.6M0.20%
128PUBLIC SVC ENTERPRISE GRP IN74457310630,796$2.6M0.20%
129US BANCORP DELUSB-PS54,348$2.6M0.20%
130FIFTH THIRD BANCORPFITBM61,260$2.6M0.20%
131HCA HEALTHCARE INCHCA8,562$2.6M0.20%
132ISHARES TR46429B267111,736$2.6M0.20%
133DUKE ENERGY CORP NEWDUKB23,503$2.5M0.19%
134CITIGROUP INCC-PR35,914$2.5M0.19%
135OREILLY AUTOMOTIVE INC67103H1072,119$2.5M0.19%
136BRISTOL-MYERS SQUIBB COCELG-RI44,405$2.5M0.19%
137ORACLE CORPORCL-PD14,996$2.5M0.19%
138CONOCOPHILLIPSCOP25,093$2.5M0.19%
139AMERICAN ELEC PWR CO INC02553710126,898$2.5M0.19%
140PAYCHEX INCPAYX17,677$2.5M0.19%
141METLIFE INCMET-PF29,830$2.4M0.19%
142VANGUARD BD INDEX FDS92193779335,588$2.4M0.19%
143CHURCH & DWIGHT CO INCCHD23,117$2.4M0.19%
144GENERAL DYNAMICS CORPGD9,008$2.4M0.18%
145WABTEC92974010812,457$2.4M0.18%
146VULCAN MATLS CO9291601099,143$2.4M0.18%
147PARKER-HANNIFIN CORPPH3,608$2.3M0.18%
148ELEVANCE HEALTH INCELV6,176$2.3M0.18%
149SPDR SER TR78468R62223,234$2.2M0.17%
150RTX CORPORATIONRTX19,132$2.2M0.17%
151SPDR INDEX SHS FDS78463X50957,517$2.2M0.17%
152VISTRA CORPVST15,979$2.2M0.17%
153ISHARES TR46432F84231,176$2.2M0.17%
154PPL CORPPPLC67,457$2.2M0.17%
155VANGUARD WORLD FD92204A7023,488$2.2M0.17%
156ALIGN TECHNOLOGY INCALGN10,382$2.2M0.17%
157SERVICENOW INCNOW2,020$2.1M0.16%
158WISDOMTREE TRWT61,998$2.1M0.16%
159SPDR INDEX SHS FDS78463X88962,389$2.1M0.16%
160EOG RES INCEOG17,191$2.1M0.16%
161GENERAL MTRS CO37045V10039,247$2.1M0.16%
162ABBOTT LABSABLZF18,414$2.1M0.16%
163APPLIED MATLS INC03822210512,568$2.0M0.16%
164NISOURCE INCNI55,353$2.0M0.16%
165VANGUARD CHARLOTTE FDS92203J40741,197$2.0M0.16%
166NORTHROP GRUMMAN CORPNOC4,289$2.0M0.15%
167CHORD ENERGY CORPORATIONCHRD17,127$2.0M0.15%
168SPDR SER TR78468R66321,872$2.0M0.15%
169AMERICAN EXPRESS COAXP6,716$2.0M0.15%
170CENCORA INCCOR8,822$2.0M0.15%
171ISHARES TR4642871016,780$2.0M0.15%
172AON PLCAON5,447$2.0M0.15%
173GILEAD SCIENCES INCGILD20,828$1.9M0.15%
174ISHARES TR4642872003,257$1.9M0.15%
175VANGUARD WHITEHALL FDS92194640614,999$1.9M0.15%
176AMERICAN TOWER CORP NEW03027X10010,262$1.9M0.14%
177TEXAS INSTRS INC88250810410,027$1.9M0.14%
178SPDR S&P 500 ETF TRSPY3,178$1.9M0.14%
179ISHARES TR46428867916,888$1.9M0.14%
180ISHARES TR46432F3968,820$1.8M0.14%
181NETAPP INCNTAP15,635$1.8M0.14%
182HARTFORD FINL SVCS GROUP INCHIG-PG16,513$1.8M0.14%
183FEDEX CORPFDX6,419$1.8M0.14%
184APPLOVIN CORPAPP5,530$1.8M0.14%
185EATON CORP PLCETN5,295$1.8M0.13%
186INTERCONTINENTAL EXCHANGE IN45866F10411,639$1.7M0.13%
187FASTENAL COFAST23,936$1.7M0.13%
188SEI INVTS CO78411710320,865$1.7M0.13%
189EXPEDITORS INTL WASH INC30213010915,469$1.7M0.13%
190PFIZER INCPFE64,554$1.7M0.13%
191FIDELITY NATIONAL FINANCIALFNF30,482$1.7M0.13%
192NOVO-NORDISK A SNONOF19,851$1.7M0.13%
193MONDELEZ INTL INC60920710528,437$1.7M0.13%
194MCKESSON CORPMCK2,972$1.7M0.13%
195VANGUARD SCOTTSDALE FDS92206C77137,120$1.7M0.13%
196GALLAGHER ARTHUR J & CO3635761095,882$1.7M0.13%
197FAIR ISAAC CORPFICO836$1.7M0.13%
198DOMINION ENERGY INCD30,329$1.6M0.13%
199ANALOG DEVICES INCADI7,652$1.6M0.12%
200ISHARES TR4642876225,038$1.6M0.12%
201QUALCOMM INCQCOM10,483$1.6M0.12%
202ISHARES TR46435U71334,727$1.6M0.12%
203PNC FINL SVCS GROUP INC6934751058,301$1.6M0.12%
204AFLAC INCAFL15,393$1.6M0.12%
205KEYSIGHT TECHNOLOGIES INCKEYS9,868$1.6M0.12%
206GRACO INCGGG18,540$1.6M0.12%
207THE CIGNA GROUP1255231005,652$1.6M0.12%
208FIRSTENERGY CORPFE39,009$1.6M0.12%
209NXP SEMICONDUCTORS N VNXPI7,462$1.6M0.12%
210VANGUARD BD INDEX FDS92193781920,728$1.5M0.12%
211TEXAS ROADHOUSE INCTXRH8,540$1.5M0.12%
212DTE ENERGY CODTK12,722$1.5M0.12%
213REGIONS FINANCIAL CORP NEWRF-PF65,017$1.5M0.12%
214VANGUARD INTL EQUITY INDEX F92204277526,549$1.5M0.12%
215CSX CORPCSX47,115$1.5M0.12%
216WASTE MGMT INC DEL94106L1097,431$1.5M0.12%
217ROSS STORES INCROST9,889$1.5M0.11%
218COLGATE PALMOLIVE COCL16,381$1.5M0.11%
219FERGUSON ENTERPRISES INCFERG8,443$1.5M0.11%
220AMERICAN WTR WKS CO INC NEW03042010311,721$1.5M0.11%
221HERSHEY COHSY8,552$1.4M0.11%
222WEC ENERGY GROUP INCWEC15,390$1.4M0.11%
223HP INCHPQ44,125$1.4M0.11%
224KLA CORPKLAC2,282$1.4M0.11%
225ADVANCED MICRO DEVICES INCAMD11,837$1.4M0.11%
226VANGUARD INDEX FDS9229086117,102$1.4M0.11%
227UNUM GROUPUNMA19,100$1.4M0.11%
228ISHARES TR46428888514,402$1.4M0.11%
229EQUITY RESIDENTIALEQR19,404$1.4M0.11%
230STRYKER CORPORATIONSYK3,852$1.4M0.11%
231BLACKSTONE INCBX8,001$1.4M0.11%
232ISHARES GOLD TRIAU27,857$1.4M0.11%
233HILTON WORLDWIDE HLDGS INCHLT5,534$1.4M0.11%
234BOSTON SCIENTIFIC CORPBSX15,250$1.4M0.10%
235TRANSDIGM GROUP INCTDG1,042$1.3M0.10%
236ISHARES TR46428724212,183$1.3M0.10%
237UBER TECHNOLOGIES INCUBER21,539$1.3M0.10%
238LYONDELLBASELL INDUSTRIES NLYB17,493$1.3M0.10%
239SPDR SER TR78468R73927,197$1.3M0.10%
240MARATHON PETE CORPMARA9,186$1.3M0.10%
241LANDSTAR SYS INCLSTR7,371$1.3M0.10%
242TRAVELERS COMPANIES INCTRV5,245$1.3M0.10%
243DARDEN RESTAURANTS INCDRI6,745$1.3M0.10%
244KIMBERLY-CLARK CORPKMB9,553$1.3M0.10%
245VANGUARD WHITEHALL FDS92194679418,381$1.2M0.10%
246ISHARES INC46434G10323,788$1.2M0.10%
247J P MORGAN EXCHANGE TRADED F46654Q74020,528$1.2M0.09%
248AUTOZONE INCAZO383$1.2M0.09%
249SPDR SER TR78464A85417,731$1.2M0.09%
250VANGUARD INDEX FDS9229087694,201$1.2M0.09%
251ILLINOIS TOOL WKS INC4523081094,636$1.2M0.09%
252KROGER COKR19,057$1.2M0.09%
253BANK NEW YORK MELLON CORP06405810014,956$1.1M0.09%
254GOLDMAN SACHS GROUP INCGSCE1,981$1.1M0.09%
255SPDR SER TR78464A66443,148$1.1M0.09%
256VANGUARD INDEX FDS9229086115,688$1.1M0.09%
257SELECT SECTOR SPDR TR81369Y8034,830$1.1M0.09%
258EMERSON ELEC COEMR9,037$1.1M0.09%
259ISHARES TR46428887721,247$1.1M0.09%
260EVERSOURCE ENERGYES19,277$1.1M0.09%
261ECOLAB INCECL4,696$1.1M0.08%
262SELECT SECTOR SPDR TR81369Y60522,144$1.1M0.08%
263INTERPUBLIC GROUP COS INCINTR38,015$1.1M0.08%
264ISHARES TR46429B69711,875$1.1M0.08%
265STARBUCKS CORPSBUX11,513$1.1M0.08%
266ROCKWELL AUTOMATION INCROK3,653$1.0M0.08%
267ISHARES TR4642878049,026$1.0M0.08%
268LOWES COS INC5486611074,174$1.0M0.08%
269ISHARES TR46428744011,100$1.0M0.08%
270ANHEUSER BUSCH INBEV SA/NVBUDFF20,447$1.0M0.08%
271ISHARES TR46435G21923,078$1.0M0.08%
272SEAGATE TECHNOLOGY HLDNGS PLSE11,794$1.0M0.08%
273J P MORGAN EXCHANGE TRADED F46641Q37317,792$1.0M0.08%
274TAIWAN SEMICONDUCTOR MFG LTD8740391005,113$1.0M0.08%
275COMCAST CORP NEWCCZ26,803$1.0M0.08%
276ISHARES TR4642881589,339$985,0530.08%
277ALLSTATE CORPALL-PJ5,109$984,9640.08%
278WATSCO INCWSO-B2,060$976,2130.07%
279SPDR SER TR78468R85321,362$959,5810.07%
280BOOKING HOLDINGS INCBKNG192$953,9470.07%
281REPUBLIC SVCS INC7607591004,728$951,1800.07%
282ISHARES TR46435G10211,160$948,2650.07%
283ARES CAPITAL CORPARCC42,535$931,0930.07%
284RB GLOBAL INCRBA10,300$929,1630.07%
285J P MORGAN EXCHANGE TRADED F46641Q16714,678$929,1170.07%
286VANGUARD INDEX FDS9229086524,888$928,6230.07%
287NORFOLK SOUTHN CORP6558441083,948$926,5950.07%
288SELECT SECTOR SPDR TR81369Y2096,659$916,0790.07%
289BEST BUY INCBBY10,644$913,2880.07%
290VANGUARD INTL EQUITY INDEX F92204286612,812$910,1640.07%
291ATMOS ENERGY CORPATO6,507$906,2300.07%
292ISHARES TR46428750714,205$885,1210.07%
293VANGUARD WORLD FD92204A4057,471$882,0810.07%
294TRUIST FINL CORP89832Q10920,087$871,3900.07%
295J P MORGAN EXCHANGE TRADED F46654Q60910,727$869,2090.07%
296VANGUARD BD INDEX FDS92193783512,034$865,3650.07%
297ISHARES TR46435G25018,166$853,9840.07%
298FORD MTR CO34537086085,780$849,2230.07%
299XCEL ENERGY INCXELLL12,528$845,8910.06%
300WORKDAY INCWDAY3,273$844,5330.06%
301BLOCK H & R INCBSQKZ15,697$829,4300.06%
302PRINCIPAL FINANCIAL GROUP INPFG10,666$825,6560.06%
303SYNCHRONY FINANCIALSYF-PB12,549$815,7170.06%
304EBAY INC.EBAY13,149$814,5570.06%
305ISHARES TR4642886538,161$812,3460.06%
306SPDR SER TR78464A84714,657$801,5910.06%
307BUILDERS FIRSTSOURCE INCBLDR5,529$790,2600.06%
308SPDR SER TR78464A7635,887$777,6730.06%
309ISHARES TR4642871767,238$771,2260.06%
310ISHARES TR46435G4255,946$765,9640.06%
311ISHARES TR4642875984,136$765,7090.06%
312ISHARES TR46432F3394,270$760,4020.06%
313AMDOCS LTDDOX8,900$757,7460.06%
314SCHLUMBERGER LTDSLB19,753$757,3300.06%
315SONOCO PRODS CO83549510215,449$754,6830.06%
316MOTOROLA SOLUTIONS INCMSI1,616$746,9640.06%
317GENUINE PARTS COGPC6,215$725,6630.06%
318J P MORGAN EXCHANGE TRADED F46641Q13412,335$721,7210.06%
319INVESCO QQQ TRIVZ1,399$715,3710.05%
320ISHARES TR4642884146,663$709,9430.05%
321VERISK ANALYTICS INCVRSK2,572$708,4060.05%
322INTUITINTU1,116$701,4070.05%
323VANGUARD INDEX FDS9229087361,707$700,6210.05%
324CHUBB LIMITEDCB2,501$691,0260.05%
325DELL TECHNOLOGIES INCDELL5,970$687,9830.05%
326VALERO ENERGY CORPVLO5,593$685,6510.05%
327IRHYTHM TECHNOLOGIES INCIRTC7,600$685,2920.05%
328ISHARES TR46435G4255,310$684,0100.05%
329ISHARES TR4642873096,669$677,1040.05%
330SELECT SECTOR SPDR TR81369Y8526,953$673,1200.05%
331ISHARES TR4642885628,299$672,3850.05%
332FIRST TR EXCHANGE TRADED FD33737A1085,618$670,4520.05%
333TOAST INCTOST18,380$669,9510.05%
334NOVARTIS AGNVSEF6,834$665,0170.05%
335SPDR SER TR78464A4097,480$657,5330.05%
336SELECT SECTOR SPDR TR81369Y4072,921$655,3260.05%
337GENERAC HLDGS INCGNRC4,226$655,2410.05%
338FLYWIRE CORPORATIONFLYW31,737$654,4170.05%
339APTARGROUP INCATR4,105$644,8950.05%
340SPDR SER TR78464A3598,245$642,2030.05%
341SPDR SER TR78468R72114,070$641,8730.05%
342BRITISH AMERN TOB PLC11044810717,570$638,1430.05%
343RELX PLCRLXXF14,012$636,4250.05%
344DEXCOM INCDXCM8,164$634,9150.05%
345PULTE GROUP INC7458671015,788$630,3180.05%
346BOOZ ALLEN HAMILTON HLDG CORBAH4,890$629,3430.05%
347GE VERNOVA INCGEV1,907$627,2690.05%
348VANGUARD WORLD FD9219108404,960$619,5540.05%
349RESMED INCRSMDF2,700$617,4630.05%
350ISHARES TR4642875564,646$614,2480.05%
351CBOE GLOBAL MKTS INC12503M1083,103$606,3270.05%
352ISHARES TR4642876221,880$605,6840.05%
353AMERICAN INTL GROUP INC0268747848,265$601,6920.05%
354SPDR SER TR78464A50811,728$599,7690.05%
355MEDTRONIC PLCMDT7,496$598,7820.05%
356PROLOGIS INC.PLDGP5,603$592,2370.05%
357SCHWAB STRATEGIC TR80852420125,465$590,2730.05%
358PIMCO ETF TR72201R8335,870$588,9960.05%
359TWFG INCTWFG18,942$583,4140.04%
360VANGUARD INDEX FDS9229087443,428$580,3600.04%
361COSTAR GROUP INCCSGP8,030$574,8680.04%
362BROOKFIELD ASSET MANAGMT LTD11300410510,586$573,6550.04%
363VANGUARD SCOTTSDALE FDS92206C8707,138$572,9670.04%
364SHERWIN WILLIAMS COSHW1,679$570,7430.04%
365APPLE INCAAPL2,260$565,9490.04%
366CATERPILLAR INCCAT1,538$557,9250.04%
367COGNIZANT TECHNOLOGY SOLUTIOCTSH7,245$557,1400.04%
368MARRIOTT INTL INC NEW5719032021,997$557,0430.04%
369NVIDIA CORPORATIONNVDA4,147$556,9010.04%
370WHIRLPOOL CORPWHR-PA4,833$553,2820.04%
371HEWLETT PACKARD ENTERPRISE CHPE-PC25,865$552,2190.04%
372DEERE & CODE1,293$547,8450.04%
373ISHARES TR4642875725,345$538,6150.04%
374SPDR INDEX SHS FDS78463X87117,169$531,9820.04%
375LAZARD INCLAZ10,215$525,8680.04%
376DIMENSIONAL ETF TRUST25434V70815,061$520,9600.04%
377ISHARES TR46429B7475,170$520,1020.04%
378CRH PLCCRH5,619$519,8700.04%
379SPDR SER TR78464A37515,845$519,0820.04%
380GODADDY INCGDDY2,628$518,6890.04%
381ISHARES TR4642886124,880$508,6420.04%
382VANGUARD WORLD FD92204A6031,993$506,9170.04%
383CAPITAL GROUP CORE EQUITY ET14020V10814,450$505,3170.04%
384ISHARES TR46428718416,566$504,2690.04%
385MICROSOFT CORPMSFT1,182$498,2130.04%
386CAPITAL GROUP DIVIDEND VALUE14020W10614,129$498,1890.04%
387ISHARES TR46428737411,626$496,7790.04%
388BLACKROCK ETF TRUSTBLK7,685$492,2240.04%
3893M COMMM3,813$492,2210.04%
390CUMMINS INCCMI1,409$491,2080.04%
391FIDELITY NATL INFORMATION SV31620M1066,073$490,5340.04%
392J P MORGAN EXCHANGE TRADED F46641Q67010,419$480,0030.04%
393WENDYS CO95058W10029,258$476,9060.04%
394SYNOPSYS INCSNPS974$472,7410.04%
395CARDINAL HEALTH INCCAH3,964$468,7940.04%
396J P MORGAN EXCHANGE TRADED F46641Q3404,840$465,7520.04%
397SPDR GOLD TRGLD1,910$462,4680.04%
398SIMON PPTY GROUP INC NEW8288061092,657$457,5100.04%
399SPDR SER TR78464A38321,140$455,5670.03%
400BOEING COBA-PA2,563$453,6510.03%
401VANGUARD INDEX FDS9229086291,711$451,8870.03%
402EXPEDIA GROUP INCEXPE2,424$451,6640.03%
403VANGUARD STAR FDS9219097687,652$450,9580.03%
404J P MORGAN EXCHANGE TRADED F46654Q7168,527$445,5360.03%
405SELECT SECTOR SPDR TR81369Y3085,654$444,4610.03%
406DIMENSIONAL ETF TRUST25434V72410,849$443,9240.03%
407PALO ALTO NETWORKS INCPANW2,419$440,1610.03%
408WILLIAMS SONOMA INCWSM2,375$439,8020.03%
409GARTNER INCIT899$435,5380.03%
410MCCORMICK & CO INCMKC-V5,698$434,4160.03%
411ISHARES TR4642876141,073$431,1750.03%
412BLOCK INCBSQKZ5,029$427,4150.03%
413POOL CORPPOOL1,245$424,4700.03%
414CAPITAL GRP FIXED INCM ETF T14020Y20115,692$422,4290.03%
415EMCOR GROUP INCEME929$421,6730.03%
416DANAHER CORPORATION2358511021,812$415,9440.03%
417BLACKROCK ETF TRUSTBLK8,115$415,8940.03%
418J P MORGAN EXCHANGE TRADED F46641Q2419,142$413,0360.03%
419ISHARES TR4642885884,477$410,4510.03%
420ISHARES TR46429B6974,610$409,3030.03%
421AMAZON COM INCAMZN1,865$409,1620.03%
422TRACTOR SUPPLY COTSCO7,706$408,8810.03%
423VANGUARD INDEX FDS9229085381,611$408,7910.03%
424VANGUARD WORLD FD92204A702651$404,7920.03%
425SPDR SER TR78464A67214,207$396,0910.03%
426MORGAN STANLEYMS-PQ3,118$391,9950.03%
427PAYPAL HLDGS INCPYPL4,529$386,5500.03%
428VANGUARD WORLD FD9219108403,072$383,7230.03%
429ISHARES TR46436E7677,688$382,2470.03%
430SCHWAB STRATEGIC TR80852483916,835$382,1550.03%
431SPDR SER TR78464A64915,284$381,9470.03%
432JABIL INCJBL2,647$380,9050.03%
433SCHWAB STRATEGIC TR80852479713,859$378,6330.03%
434ISHARES TR4642885703,374$371,9840.03%
435GRAINGER W W INC384802104351$369,9710.03%
436DIMENSIONAL ETF TRUST25434V88014,876$369,8170.03%
437ALPHABET INCGOOG1,940$367,2420.03%
438ISHARES TR4642888776,995$367,0180.03%
439VENTAS INCVTR6,227$366,7080.03%
440ISHARES TR46435G19315,985$363,1790.03%
441ISHARES TR46435U5497,820$363,1610.03%
442OCCIDENTAL PETE CORP6745991057,313$361,3350.03%
443CHARTER COMMUNICATIONS INC N16119P1081,053$360,9370.03%
444TELEDYNE TECHNOLOGIES INCTDY761$353,2030.03%
445HOME DEPOT INCHD907$352,8140.03%
446ISHARES TR4642878043,055$351,9850.03%
447VANGUARD WORLD FD9219108161,022$350,9650.03%
448DOVER CORPDOV1,870$350,8120.03%
449NEWS CORP NEWNWSLL11,500$349,9450.03%
450SAP SESAPGF1,399$344,4480.03%
451CADENCE DESIGN SYSTEM INCCDNS1,143$343,4250.03%
452CELESTICA INCCLS3,704$341,8800.03%
453LOEWS CORPL4,019$340,3690.03%
454AGILENT TECHNOLOGIES INCA2,533$340,2830.03%
455BAKER HUGHES COMPANYBKR8,238$337,9090.03%
456SPDR SER TR78468R44012,990$336,2460.03%
457TRADEWEB MKTS INC8926721062,555$334,5000.03%
458SPDR SER TR78464A14411,619$332,7680.03%
459SPOTIFY TECHNOLOGY S ASPOT742$331,9560.03%
460DIMENSIONAL ETF TRUST25434V4015,204$331,7550.03%
461ISHARES TR46434V8039,448$328,3180.03%
462CF INDS HLDGS INC1252691003,838$327,4580.03%
463VIATRIS INCVTRS26,210$326,3150.03%
464DESCARTES SYS GROUP INC2499061082,869$325,9180.03%
465J P MORGAN EXCHANGE TRADED F46641Q8786,980$321,6390.02%
466UBS GROUP AGUBS10,578$320,7250.02%
467PIMCO ETF TR72201R7753,544$320,4940.02%
468ISHARES TR4642877212,007$320,1570.02%
469LEIDOS HOLDINGS INCLDOS2,222$320,1010.02%
470BROWN & BROWN INCBRO3,128$319,1190.02%
471ISHARES TR46434V8606,277$316,8000.02%
472MOODYS CORPMCO663$313,8440.02%
473L3HARRIS TECHNOLOGIES INCLHX1,466$308,2700.02%
474DIMENSIONAL ETF TRUST25434V5004,733$308,0450.02%
475EQUITABLE HLDGS INCEQH-PC6,450$304,2470.02%
476PRUDENTIAL FINL INCPUKPF2,566$304,1980.02%
477ISHARES TR4642875074,868$303,3340.02%
478SPDR SER TR78464A39115,347$299,7270.02%
479VANGUARD WHITEHALL FDS9219464062,348$299,5820.02%
480VANGUARD INDEX FDS9229085533,355$298,8250.02%
481PURE STORAGE INC74624M1024,839$297,2590.02%
482VANGUARD SPECIALIZED FUNDS9219088441,513$296,2440.02%
483ISHARES TR4642888853,044$294,7070.02%
484CBRE GROUP INCCBRE2,240$294,0900.02%
485NORTHERN TR CORPNTRSO2,837$290,8110.02%
486VANGUARD MUN BD FDS9229077465,760$288,7490.02%
487HOST HOTELS & RESORTS INCHST16,478$288,6950.02%
488HUBBELL INCHUBB687$287,7770.02%
489MONSTER BEVERAGE CORP NEWMNST5,331$280,1980.02%
490ISHARES TR46434V6136,181$279,3840.02%
491SOUTHERN COSOMN3,343$275,1960.02%
492ISHARES TR4642886205,472$275,1320.02%
493ISHARES TR46429B6555,343$271,8520.02%
494ISHARES INC46434G7644,865$269,7640.02%
495CHUNGHWA TELECOM CO LTDCHT7,134$268,5950.02%
496TOWNEBANK PORTSMOUTH VA89214P1097,874$268,1890.02%
497FIDELITY MERRIMACK STR TR3161883095,940$266,5280.02%
498ISHARES TR46435G3264,134$266,5190.02%
499MID-AMER APT CMNTYS INC59522J1031,712$264,6240.02%
500VANGUARD INTL EQUITY INDEX F9220427754,600$264,1130.02%