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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

PRIVATE TRUST CO NA

Quarter ended Q3 2023 · Filed July 28, 2023 · Accession 0001277557-23-000003

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

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1Apple Inc.AAPL181,338$35.2M4.95%
2Microsoft Corp.MSFT82,689$28.2M3.96%
3SPDR S&P 500 ETFSPY26,706$11.8M1.67%
4Amazon.ComAMZN90,590$11.8M1.66%
5ALPHABET INC CLASS AGOOG81,627$9.8M1.38%
6Vanguard Total Stock Market ETF92290876941,476$9.1M1.29%
7IShares S&P 500 Index Fd46428720018,360$8.2M1.15%
8Procter & Gamble CO.74271810952,053$7.9M1.11%
9Johnson & JohnsonJNJ46,824$7.8M1.09%
10Vanguard FTSE Developed Mkts ETF921943858162,054$7.5M1.05%
11Pepsico Inc.PEP40,349$7.5M1.05%
12J P Morgan Chase & CO.VYLD47,760$6.9M0.98%
13IShares Tr S&P Midcap 400 Index Fund46428750725,919$6.8M0.95%
14Invesco QQQ TrustIVZ18,205$6.7M0.95%
15Nvidia CorpNVDA14,882$6.3M0.89%
16Vanguard Index Funds S&P 500 ETF92290836314,803$6.0M0.85%
17Merck & Co Inc NewMRK50,866$5.9M0.83%
18Home Depot Inc.HD18,562$5.8M0.81%
19UnitedHealth Group IncUNH11,937$5.7M0.81%
20Costco Wholesale Corp New22160K10510,597$5.7M0.80%
21Chevron CorporationCVX36,133$5.7M0.80%
22Mastercard Inc Cl AMA14,056$5.5M0.78%
23Exxon Mobil CorpXOM51,101$5.5M0.77%
24AbbVie, Inc.ABBV39,413$5.3M0.75%
25IShares Core MSCI EAFE46432F84277,212$5.2M0.73%
26Northrop Grumman Corp.NOC11,261$5.1M0.72%
27ALPHABET INC CLASS CGOOG41,598$5.0M0.71%
28IShares Tr S&P Smallcap 600 Index46428780449,223$4.9M0.69%
29Eli Lilly & CO.LLY10,271$4.8M0.68%
30Berkshire Hathaway Inc DE Cl B NewBRK-A13,823$4.7M0.66%
31McDonald's Corp.MCD15,200$4.5M0.64%
32Oracle Corp.ORCL-PD35,256$4.2M0.59%
33Cisco Systems Inc.CSCO74,694$3.9M0.54%
34Pfizer, Inc.PFE102,247$3.8M0.53%
35Raytheon Technology CorpRTX38,186$3.7M0.53%
36Union Pacific Corp.UNP17,662$3.6M0.51%
37Vanguard Bond Index Fund Inc Total Bond92193783549,461$3.6M0.51%
38IShares Russell 2000 Index46428765519,139$3.6M0.50%
39Broadcom IncAVGO4,009$3.5M0.49%
40Thermo Fisher Scientific, Inc.TMO6,595$3.4M0.48%
41IShares Tr Barclays MBS Bond Fd46428858836,644$3.4M0.48%
42Lowe's Cos.54866110715,058$3.4M0.48%
43Honeywell International Inc.43851610616,331$3.4M0.48%
44Sherwin-Williams CO.SHW12,448$3.3M0.47%
45Automatic Data Processing Inc.ADP14,988$3.3M0.46%
46SPDR S&P 500 Growth ETF78464A40953,443$3.3M0.46%
47SPDR Barclays 1-3 Month T Bill New78468R66335,221$3.2M0.46%
48Bristol-Myers Squibb CO.CELG-RI49,573$3.2M0.45%
49Dimensional ETF Tr- Dimsnl US Core Equity 225434V708114,705$3.1M0.44%
50Accenture PLCACN9,924$3.1M0.43%
51Abbott LaboratoriesABLZF28,040$3.1M0.43%
52Nextera Energy Inc.NEE-PW40,902$3.0M0.43%
53Ishares Trust Ishares S&P National Municipal46428841428,293$3.0M0.43%
54IShares S&P 1500 Index46428715030,853$3.0M0.43%
55Meta Platforms Inc Cl AMETA10,408$3.0M0.42%
56Cintas Corp.CTAS5,820$2.9M0.41%
57MFC iShares Russell 3000 Growth Index46428767129,559$2.9M0.41%
58ISHARES MSCI USA QUAL FACTOR ETF46432F33921,103$2.8M0.40%
59Constellation Brands Inc. Class ASTZ11,421$2.8M0.40%
60Deere & CO.DE6,900$2.8M0.39%
61SPDR Portfolio Aggregate Bond ETF78464A649107,887$2.7M0.39%
62Phillip Morris International71817210927,509$2.7M0.38%
63Verizon CommunicationsVZ71,638$2.7M0.38%
64Bank of America Corporation06050510490,037$2.6M0.36%
65Caterpillar Inc.CAT10,433$2.6M0.36%
66SPDR S&P 500 Value ETF78464A50859,137$2.6M0.36%
67Stryker Corp.SYK8,369$2.6M0.36%
68SPDR S&P MIDCAP 400 ETF Tr Unit Ser 1 StdMDY5,321$2.5M0.36%
69Visa Inc Class AV10,525$2.5M0.35%
70Novo-Nordisk a/s ADRNONOF15,051$2.4M0.34%
71Coca-Cola CO.KO40,026$2.4M0.34%
72Marsh & McLennan Cos. Inc.57174810212,759$2.4M0.34%
73Wal-Mart Stores Inc.WMT15,025$2.4M0.33%
74Lockheed Martin Corp.LMT5,065$2.3M0.33%
75Invesco S&P 500 Weight ETFIVZ15,272$2.3M0.32%
76Vanguard FTSE Emerging Markets ETF92204285856,074$2.3M0.32%
77Nike Inc Cl BNKE20,339$2.2M0.32%
78First Tr Value Line Dividend Index Fd33734H10654,417$2.2M0.31%
79IShares Core MSCI Emerging Mkts ETF46434G10342,554$2.1M0.30%
80United Parcel ServiceUPS11,523$2.1M0.29%
81SPDR Barclays Intermediate Term Trs ETF78464A67272,933$2.1M0.29%
82MFC Ishare TR Dow Jones US Technology46428772118,903$2.1M0.29%
83Qualcomm Inc.QCOM17,244$2.1M0.29%
84IShares Tr Russell 1000 Growth Index Fd4642876147,429$2.0M0.29%
85Tesla Motors, Inc.TSLA7,760$2.0M0.29%
86Chubb LTDCB10,245$2.0M0.28%
87iShares Russell 3000 Value Index46428766325,091$2.0M0.28%
88Altria Group Inc. Com.MO42,680$1.9M0.27%
89First Trust Capital Strength ETF33733E10425,254$1.9M0.27%
90Salesforce.com IncCRM8,880$1.9M0.26%
91SPDR Russell 1000 ETF78464A85435,471$1.8M0.26%
92SPDR Russell 2000 ETF78468R85347,578$1.8M0.26%
93American Tower Corp03027X1009,207$1.8M0.25%
94Danaher Corp.2358511027,360$1.8M0.25%
95Intuit IncINTU3,855$1.8M0.25%
96Progressive Corp.74331510313,320$1.8M0.25%
97Amgen Inc.AMGN7,837$1.7M0.24%
98The Hershey CompanyHSY6,810$1.7M0.24%
99Boeing CO.BA-PA8,020$1.7M0.24%
100Zoetis Inc Com Cl AZTS9,725$1.7M0.24%
101First Trust PFD Secs & Income ETF33739E108104,521$1.7M0.24%
102Intel Corp.INTC49,817$1.7M0.23%
103Vanguard Mid-Cap ETF9229086297,458$1.6M0.23%
104Invesco Exchange W&P 500 QualityIVZ32,498$1.6M0.23%
105Vanguard Intermed Corp Bond Fund ETF92206C87020,668$1.6M0.23%
106Southern CO.SOMN22,784$1.6M0.23%
107IShares Tr MSCI USA Min Volatility Index46429B69721,515$1.6M0.23%
108Yum Brands Inc.YUM11,401$1.6M0.22%
109Parker-Hannifin Corp.PH4,029$1.6M0.22%
110S&P Global IncSPGI3,885$1.6M0.22%
111IShares MSCI Japan46434G82225,108$1.6M0.22%
112iShares Core Total USD Bond Market ETF46434V61333,986$1.5M0.22%
113IShares Tr Europe and Far East Index Fd46428746520,871$1.5M0.21%
114PIMCO Intermediate Muni Bd Trade Fd ETF72201R86628,933$1.5M0.21%
115International Business Machines Corp.INTR11,188$1.5M0.21%
116iShares MSCI USA ESG Optimized ETF46435G42515,353$1.5M0.21%
117IShares Core Total Bond Mkt46428722615,248$1.5M0.21%
118Select Sector SPDR Tr Finl81369Y60544,163$1.5M0.21%
119SPDR -Health Care81369Y20911,002$1.5M0.21%
120First Trust Morningstar Dividend Leaders Ind33691710942,828$1.5M0.21%
121First Trust Rising Dividend Achievers ETF33738R50630,863$1.5M0.20%
122Vanguard Whitehall Funds High Dividend Yield92194640613,691$1.5M0.20%
123Eaton Corporation PLCETN7,154$1.4M0.20%
124SPDR Portfolio Developed World ex-US ETF78463X88944,009$1.4M0.20%
125Texas Instruments Inc8825081047,889$1.4M0.20%
126Brown Forman Corp Cl ABF-B20,250$1.4M0.19%
127Lam Research Corp.LRCX2,137$1.4M0.19%
128IShares Tr Russell 1000 Value Index Fd4642875988,676$1.4M0.19%
129Colgate-Palmolive CO.CL17,701$1.4M0.19%
130Neogen Corp.NEOG62,159$1.4M0.19%
131Adobe Systems Inc.ADBE2,761$1.4M0.19%
132Fastenal CompanyFAST22,513$1.3M0.19%
133Schwab U.S. Dividend Equity ETF80852479718,101$1.3M0.19%
134Huntington Ingalls Inds Inc4464131065,754$1.3M0.18%
135PGIM Ultra Short Bond ETF69344A10726,463$1.3M0.18%
136Waste Management Inc.94106L1097,519$1.3M0.18%
137IShares Tr S&P MidCap 400 Growth Index Fund46428760617,306$1.3M0.18%
138Select Sector SPDR Tr Technology81369Y8037,462$1.3M0.18%
139Simmons First National Corporation82873020075,125$1.3M0.18%
140First Trust Enhanced Short Maturity ETF33739Q40821,733$1.3M0.18%
141Comcast Corp New CL ACCZ31,044$1.3M0.18%
142Linde Plc.LIN3,357$1.3M0.18%
143Duke Energy Corp NewDUKB14,242$1.3M0.18%
144Vanguard Value ETF9229087448,958$1.3M0.18%
145Emerson Electric CompanyEMR14,060$1.3M0.18%
146WisdomTree Floating Rate Treasury Fund NewWT25,199$1.3M0.18%
147Walt Disney Company25468710614,160$1.3M0.18%
148IShares Russell Mid Cap46428749917,246$1.3M0.18%
149SPDR S&P Dividend ETF78464A76310,194$1.2M0.18%
150Wells Fargo & CO.94974610128,956$1.2M0.17%
151First Trust Low Duration Oppos ETF33739Q20025,765$1.2M0.17%
152Avery Dennison Corp.AVY7,130$1.2M0.17%
153Palo Alto Networks, Inc.PANW4,774$1.2M0.17%
154Invesco Exch Trd Slf Idx Fd Tr Bulshs 2025 MuIVZ50,050$1.2M0.17%
155Norfolk Southern6558441085,349$1.2M0.17%
1563M CompanyMMM11,920$1.2M0.17%
157Cigna Corp1255231004,250$1.2M0.17%
158Rockwell Automation Inc.ROK3,619$1.2M0.17%
159SPDR Nuveen Barclays Muni Bd ETF78468R72125,763$1.2M0.17%
160Target Corp.TGT8,986$1.2M0.17%
161Vanguard Specialized Portfolios Dividend ETF9219088447,249$1.2M0.17%
162PPG Industries, Inc.6935061077,894$1.2M0.16%
163AON PLC SHS CL AAON3,390$1.2M0.16%
164Paypal Holdings, Inc.PYPL17,445$1.2M0.16%
165Starbucks corpSBUX11,723$1.2M0.16%
166IShares Tr Emerging Markets Index46428723429,196$1.2M0.16%
167Real Estate Select Sector ETF81369Y86030,575$1.2M0.16%
168Otis Worldwide CorporationOTIS12,839$1.1M0.16%
169First Trust Managed Muni ETF33739N10822,464$1.1M0.16%
170IShares S&P 500 Growth Index Fund46428730916,001$1.1M0.16%
171MFC Wisdomtree TrustWT17,446$1.1M0.16%
172PIMCO Enchnaced Short Maturity Strgy72201R83311,014$1.1M0.15%
173Mondelez International Inc.60920710514,836$1.1M0.15%
174TJX Companies Inc.87254010912,707$1.1M0.15%
175Edwards Lifesciences Corp.EW11,410$1.1M0.15%
176American ExpressAXP6,163$1.1M0.15%
177AT&T Inc.T-PC66,609$1.1M0.15%
178Brown Forman Inc. BBF-B15,840$1.1M0.15%
179SPDR Barclays Interm Term Corp Bd ETF78464A37532,706$1.1M0.15%
180Arista Networks, Inc.ANET6,374$1.0M0.15%
181iShares Core Dividend Growth46434V62119,918$1.0M0.14%
182Mettler-Toledo International IncMTD782$1.0M0.14%
183CSX Corp.CSX29,887$1.0M0.14%
184Advanced Micro Devices Inc ComAMD8,819$1.0M0.14%
185IShares EAFE Growth Index Fd46428888510,489$1.0M0.14%
186Vanguard Index Fd Growth ETF9229087363,522$996,5850.14%
187ConocoPhillipsCOP9,618$996,5250.14%
188IShares Dow Jones Select Dividend Index4642871688,783$995,1140.14%
189VanEck Vectors Morningstar Wide Moat ETF92189F64312,429$991,7100.14%
190The Blackstone Group LPBX10,535$979,4390.14%
191CVS/ Caremark Corp.CVS14,150$978,1900.14%
192Invesco S&P 500 Equal Weight Tech ETFIVZ3,269$961,3800.14%
193Utilities Select Sector SPDR81369Y88614,605$955,7680.13%
194Becton, Dickinson & CO.BDX3,593$948,5390.13%
195Vanguard Small-Cap ETF9229087514,769$948,5060.13%
196McKesson Corp.MCK2,219$948,2010.13%
197Ishares Russell Midcap Growth Index4642874819,795$946,4910.13%
198Netflix Inc.NFLX2,136$940,8870.13%
199PNC Financial Services Group6934751057,437$936,6900.13%
200Communication Services Sel Sect SPDR ETF81369Y85214,195$923,8190.13%
201SPDR Gold SharesGLD5,178$923,0820.13%
202W P Carey Inc92936U10913,630$920,8320.13%
203Travelers COS IncTRV5,287$918,1400.13%
204U. S. Bancorp NewUSB-PS27,438$906,5520.13%
205Medtronic PLCMDT10,219$900,3220.13%
206IShares S&P SmallCap 600/Barra Value4642878799,427$896,4130.13%
207General Dynamics Corp.GD4,163$895,6690.13%
208TE Connectivity LtdTEL6,384$894,7810.13%
209United Rentals Inc.URI1,994$888,0680.13%
210Ishares Gold Tr Ishares NewIAU24,082$876,3440.12%
211D. R. Horton Inc.23331A1097,167$872,1520.12%
212T-Moble US IncTMUSZ6,271$871,0420.12%
213Kimberly Clark Corp.KMB6,307$870,7690.12%
214Goldman Sachs Group Inc.GSCE2,698$870,3450.12%
215ALPS ETF TR ALERIAN MLP00162Q45222,142$868,1880.12%
216Air Products and Chemicals, Inc.AIIR2,890$865,6420.12%
217Cincinnati Financial Corp.1720621018,863$862,5470.12%
218Pacer US Cash Cows 100 ETF69374H88118,002$861,7560.12%
219Select Sector SPDR Tr Energy81369Y50610,565$857,5400.12%
220Devon Energy Corp25179M10317,729$857,0200.12%
221Invesco S&P 500 High Div, Low Vol. PortIVZ20,695$855,7420.12%
222First Trust NASDAQ 100 Equal Weight Idx3373441057,996$854,7720.12%
223IShares Tr. Goldman Sachs Corp Bond Fund4642872427,868$850,8460.12%
224Vanguard Scotts/vanguard Russell 1092206C68011,993$848,6250.12%
225Church & Dwight CO., Inc.CHD8,436$845,5400.12%
226Analog Devices Inc.ADI4,304$838,4130.12%
227Republic Svcs Inc7607591005,433$832,1730.12%
228American Electric Power CO., Inc.0255371019,856$829,8750.12%
229First Trust Exchange-traded Fund Iv33738D80444,327$825,3690.12%
230VictoryShare Small Cap High Volatility ETF92647N87315,973$820,0540.12%
231JPMorgan Ultra-Short Income ETF46641Q83716,309$817,7330.12%
232General Mills Inc.37033410410,582$811,6640.11%
233Select Sector SPDR TR INDL81369Y7047,448$799,3430.11%
234Vanguard MSCI European ETF92204287412,839$792,1660.11%
235MFC Vanguard Information Tech ETF92204A7021,791$792,0430.11%
236Ansys Inc03662Q1052,374$784,0610.11%
237Bank New York Mellon Corp06405810017,466$777,5860.11%
238Dupont DE Nemours IncDD10,875$776,9100.11%
239Arthur J. Gallagher & CO.3635761093,510$770,6910.11%
240Allstate Corp.ALL-PJ7,000$763,2800.11%
241Blackrock Inc Cl ABLK1,100$760,3340.11%
242IShares Tr Barclay 1-3 Years4642874579,276$752,0980.11%
243JPMorgan Ultra-Short Municipal Income ETF46641Q65414,740$746,5810.11%
244Zebra Technologies Corp Cl AZBRA2,506$741,3500.10%
245JP Morgan Exchange - Traded FD Betabuilders46641Q22512,054$738,4280.10%
246Pacer Trendpilot 750 ETF69374H10517,810$735,5530.10%
247Corning Inc.GLW20,949$734,0530.10%
248Cleveland Cliffs Inc.CLF43,496$728,9930.10%
249Applied Materials Inc.0382221055,025$726,3140.10%
250Dow IncDOW13,437$715,6550.10%
251SPDR Portfolio Short Term Treasury ETF78468R10124,855$715,5750.10%
252IShares Tr S&P SmallCap 600 Growth Index Fund4642878876,202$712,7960.10%
253Morgan StanleyMS-PQ8,329$711,2970.10%
254iShares ESG MSCI EAFE ETF46435G5169,724$709,1710.10%
255Ishares S&P S-T Nat'l AMT Free Muni Bond Fd4642881586,787$706,1190.10%
256Consumer Staples Select Sector SPDR ETF81369Y3089,473$702,6120.10%
257iShares Trust S & P Pfd Stock Index46428868722,697$702,0180.10%
258INVESCO EXCHANGE TRADED FD TR S&P500 EQL MATIVZ4,272$693,2600.10%
259Vanguard Short-Term Infl-Prot Secs ETF92202080514,588$691,7810.10%
260Marathon Petroleum Corp.MARA5,789$674,9970.10%
261PIMCO Floating Rate Strategy Fund72201J10493,382$673,2850.09%
262IShares Tr Nasdaq Biotechnology Index Fd4642875565,287$671,2380.09%
263Corteva IncCTVA11,662$668,2330.09%
264Vanguard Bond ETF92206C4098,819$667,2460.09%
265Occidental Petroleum67459910511,342$666,9100.09%
266VanEck Vectors Semiconductor ETF92189F6764,369$665,1800.09%
267Elevance Health, IncELV1,496$664,4550.09%
268Illinois Tool Works Inc.4523081092,643$661,1730.09%
269IShares Russell Midcap Value Index4642874735,990$657,9420.09%
270Vanguard Index Tr REIT Viper Shs9229085537,809$652,4930.09%
271Global X NASDAQ 100 Covered Call ETF37954Y48336,493$647,7510.09%
272IShares Trust MSCI EAFE Value46428887713,207$646,3510.09%
273Invesco BulletShares 2024 Municipal Bond ETFIVZ26,037$644,9360.09%
274Unilever PLC ADRUNLYF12,199$635,9340.09%
275ETF Schwab Emerging Market80852470625,562$629,5920.09%
276TOTAL S.A. ADRTTE10,709$617,2670.09%
277Vanguard S&P 500 Growth ETF9219325052,425$616,1530.09%
278Blackrock Core Bond TrustBLK57,453$611,2990.09%
279Goldman Sachs TreasuryAccess 0-1 Yr ETFNVGLF6,080$608,4350.09%
280Vanguard Total Intl Stock Index ETF92190976810,769$603,9260.09%
281Ssga Active Etf/ultra Short Term Bd78467V70715,002$603,8310.09%
282Sector SPDR Tr Shs Materials81369Y1007,182$595,1720.08%
283IShares Barclay U.S. Treasury46429B26725,874$592,5150.08%
284Lab Corp. of America Holdings50540R4092,446$590,2930.08%
285SPDR Russell 3000 ETF78464A80510,808$588,3970.08%
286Crocs Inc.CROX5,224$587,3870.08%
287Marriott International Inc. Class A5719032023,181$584,3490.08%
288FedEx Corp.FDX2,356$584,0520.08%
289Schwab U.S. Mid-Cap ETF8085245088,211$583,2270.08%
290Ishares Treasury Floating Rate New ETF46434V86011,498$582,6040.08%
291Paychex Inc.PAYX5,204$582,1710.08%
292Electronics Arts Cl AEA4,477$580,6670.08%
293The Trade Desk, Inc.88339J1057,501$579,2270.08%
294IShares High Dividend Equity46429B6635,713$575,8130.08%
295SPDR BarCap ST High Yield Bond78468R40823,251$574,3000.08%
296Royal Dutch Shell PLC Spon ADRRYDAF9,492$573,1270.08%
297Vanguard Pacific ETF9220428668,202$571,8430.08%
298Phillips 66PSX5,995$571,8030.08%
299ProLogis Inc.PLDGP4,652$570,4750.08%
300iShares Intl Dividend Growth46435G5249,110$565,0020.08%
301SPDR Barclays Long Corp Term Bond ETF78464A36724,258$564,2410.08%
302Invesco Exchange S & P 500 LowIVZ8,855$556,1950.08%
303First Trust TCWOpportunistic Fxd Inc ETF33740F80512,520$553,0080.08%
304IShares Tr US Treas Inflation Protected Sec4642871765,135$552,6290.08%
305First Trust Senior Loan33738D30912,046$545,6840.08%
306ALIBABA GROUP HOLDINGBBAAY6,511$542,6920.08%
307Crown Castle International Corp NewCCI4,673$532,4420.07%
308Walgreens Boots Alliance Inc.93142710818,556$528,6550.07%
309JPMorgan U.S. Aggregate Bond ETF46641Q24111,401$526,4980.07%
310Realty Income CorporationO8,776$524,7250.07%
311Invesco Exchang/s&p 500 Equal WeighIVZ1,735$517,0710.07%
312Invesco Financial Pfd ETFIVZ35,873$514,7810.07%
313SPDR Dow Jones Indl Average ETF Tr Unit Ser78467X1091,490$512,3370.07%
314CME Group Inc Class ACME2,739$507,5090.07%
315MFC Vanguard Intl Equity Index FTSE All World9220427184,579$505,8880.07%
316iShares Russell Top 200 Growth ETF4642894383,160$501,0500.07%
317Cummins IncCMI2,023$495,9880.07%
318Kinder Morgan, Inc.EP-PC28,791$495,7810.07%
319Microchip Technology Inc.MCHPP5,518$494,3580.07%
320iShares ESG MSCI EM ETF46434G86315,538$491,4670.07%
321SPDR Barclays Capital Long Term Treasury78464A66416,393$490,1510.07%
322Genuine PartsGPC2,871$485,8590.07%
323SPDR Russell Small Cap Completeness ETF78464A84710,575$485,2870.07%
324Shopify Inc.SHOP7,466$482,3040.07%
325Novartis AG ADRNVSEF4,775$481,8620.07%
326Vanguard Bond Index Fund Inc Short Term9219378276,329$478,2830.07%
327Truist Financial Corp89832Q10915,732$477,4660.07%
328IShares Tr S&P 500 Value Index Fund4642874082,953$475,9940.07%
329MFC Ishare TR Dow Jones US Medical4642888108,354$471,6710.07%
330Sysco Corp.SYY6,333$469,8840.07%
331Vertex Pharmaceuticals Inc.VRTX1,322$465,2250.07%
332Lincoln Electric Holdings Inc.5339001062,342$465,1910.07%
333IShares S&P MidCap 400 Value Index4642877054,320$462,8020.07%
334ProShares Trust S&P 500 Div Aristocrats ETF74348A4674,878$459,8980.06%
335First Trust Nasdaq Semiconductor ETF33738R8116,395$455,2600.06%
336Gilead Sciences Inc.GILD5,901$454,7900.06%
337FS KKR Capital Corp NewFSK23,632$453,2620.06%
338Invesco Exchange-traded Self-indexed Fund TruIVZ19,175$450,8040.06%
339Invesco Russell 1000 Dynamic Multifactor ETFIVZ9,199$450,5670.06%
340T. Rowe Price Group Inc.TROW4,017$449,9840.06%
341Sabine Royalty Trust7856881026,800$448,3920.06%
342Fortive CorpFTV5,992$448,0220.06%
343Ford Motor CO.34537086029,258$442,6690.06%
344Invesco DWA Tech Momentum ETFIVZ2,999$441,5430.06%
345Ishares Tr Barclays Short Tre4642886793,990$440,6960.06%
346SPDR Barclays Capital Short Term Corp Bd78464A47414,922$439,3040.06%
347Vanguard Long Term Corp Bond Idx92206C8135,563$436,6400.06%
348Carrier Global CorporationCARR8,775$436,2050.06%
349Global X S&P 500 Covered Call ETF37954Y47510,604$435,2940.06%
350Valero Energy CorpVLO3,691$432,9540.06%
351SPDR Blackstone/GSO Senior Loan ETF78467V60810,337$432,8100.06%
352Advent Claymore Conv Secs & Inc Fd00764C10936,608$429,0480.06%
353Flextronics International Ltd.FLEX15,413$426,0150.06%
354Digital Realty Trust Inc2538681033,738$425,5940.06%
355NASDAQ OMX Group, Inc.NDAQ8,525$424,9710.06%
356Citigroup Inc NewC-PR9,220$424,4890.06%
357Ares Capital CorporationARCC22,572$424,1350.06%
358MetLife Inc.MET-PF7,497$423,8050.06%
359Vanguard Index Funds Mid Cap Value Index9229085123,058$423,1660.06%
360Yum China Holdings, IncYUMC7,413$418,8350.06%
361Capital One Financial14040H1053,829$418,7780.06%
362Diageo PLC ADRDGEAF2,413$418,6070.06%
363O'Reilly Automotive, Inc New67103H107438$418,4210.06%
364HP IncHPQ13,540$415,8130.06%
365SPDR S&P 600 Small Cap Growth ETF78464A2015,347$411,5050.06%
366MFC Ishares TR Dow Jones Aerospace4642887603,525$411,3120.06%
367SPDR SSGA Active Total Return78467V84810,124$410,5280.06%
368Invesco 1-30 Laddered Treasury ETFIVZ14,055$409,9840.06%
369Dimensional Etf/intl Core Etf25434V20314,975$409,1170.06%
370Mercadolibre, Inc.MELI344$407,5020.06%
371General Electric CO. New3696043013,706$407,1340.06%
372SPDR Index Shares Fds S&P Emerging Market ETF78463X50911,841$407,0780.06%
373Invesco NASDAQ 100 ETFIVZ2,672$406,0910.06%
374SPDR Mortgage Backed Bond ETF78464A38318,459$404,4370.06%
375Tradeweb Mkts Inc Cl A8926721065,905$404,3740.06%
376iShares MSCI USA Momentum Factor ETF46432F3962,794$403,0350.06%
377Telus CorpTU20,632$401,4990.06%
378AFLAC Inc.AFL5,721$399,2940.06%
379Consolidated Edison Inc.ED4,408$398,4450.06%
380iShares iBonds Dec 2024 Term Trsy ETF46436E87416,727$398,1030.06%
381Nucor Corp.NUE2,414$395,8480.06%
382Clorox CO.CLX2,486$395,3730.06%
383iShares Core MSCI Total Intl Stk46432F8346,308$395,0070.06%
384Avantis U.S. Equity ETF0250728855,252$394,8980.06%
385Invesco DB US Dlr Index Tr Bullish FdIVZ13,892$394,2550.06%
386Dimensional World Ex US Core Equity 2 ETF25434V88016,754$390,5360.05%
387Expeditors International of Washington Inc3021301093,224$390,4830.05%
388Ishares Tr/ishares 0-3 Mnth Treas B46436E7183,878$390,2430.05%
389Amerisource Bergen CorporationCOR2,017$388,2210.05%
390American Century Diversified Muni Bond ETF0250725057,756$387,8000.05%
391Deutsche X-trackers MSCI EAFE Hedged ETF23305120010,945$387,1250.05%
392WisdomTree Trust Midcap Div FdWT9,205$387,0700.05%
393IShares Tr 20 plus Treas Index FD4642874323,754$386,4370.05%
394Vanguard Intl Hi Div Yld Inx ETF9219467946,100$385,5200.05%
395IShares MSCI Canada Index46428650911,011$385,2750.05%
396Select Sector SPDR TR CNSMR81369Y4072,268$385,0770.05%
397Global X U.S. Infrastructure Development ETF37954Y67312,193$383,2260.05%
398BP PLC ADRBPPFF10,625$374,9560.05%
399Williams Company Inc.96945710011,462$374,0050.05%
400Chipotle Mexican Grill Inc Class ACMG174$372,1860.05%
401Invesco Pfd ETFIVZ32,688$371,6630.05%
402Invesco DWA Momentum ETFIVZ4,578$370,9550.05%
403Invesco Exchange S&P 500 Equal ETFIVZ7,215$369,4780.05%
404iShares Core International Aggt Bd ETF46435G6727,418$365,6150.05%
405Vanguard Total World Stock Index ETF9220427423,761$364,7420.05%
406Conagra Brands Inc.CAG10,816$364,7040.05%
407Equifax Inc.EFX1,549$364,4800.05%
408WEC Energy Group IncWEC4,092$361,0780.05%
409IShares Tr Russell 2000 Value Index Fd4642876302,558$360,0960.05%
410SPDR Barclays Capital Conv Secs ETF78464A3595,124$358,4240.05%
411Invesco S&P 500 Equal Wght Con Discy ETFIVZ2,566$353,9030.05%
412Trico Bankshares ComTCBK10,650$353,5770.05%
413CDW CorpCDW1,924$353,0540.05%
414SPDR Wells Fargo Preferred Stk. ETF78464A29210,487$351,0000.05%
415SPDR Bloomberg Barclays High Yiedl ETF78468R6223,811$350,7260.05%
416Exelon Corp.EXC8,480$345,4630.05%
417LyondellBasell Industries NVLYB3,753$344,5960.05%
418Autozone Inc.AZO138$344,0840.05%
419Prudential FinancialPUKPF3,847$339,4230.05%
420Vanguard Small Cap Value Fund9229086112,044$338,0780.05%
421SPDR Nuveen S&P High Yield Muni Bd ETF78464A28413,512$337,9350.05%
422MFC Ishare High Yield Corp4642885134,465$335,1880.05%
423Invesco FTSE RAFI U S 1000 ETFIVZ2,019$330,4090.05%
424Enbridge Inc.ENNPF8,890$330,2640.05%
425WR Berkley Corp.WRB-PH5,537$329,7840.05%
426Agilent Technologies Inc.A2,738$329,2450.05%
427Victory Cemp US EQ Income ENH Volatility92647N8245,697$328,1470.05%
428WisdomTree US Quality Dividend Gr ETFWT4,887$325,7670.05%
429Broadridge Financial Solutions11133T1031,965$325,4630.05%
430iShares Cali AMT-Free Muni Bond ETF4642883565,678$323,3430.05%
431Monster Beverage Corp NewMNST5,610$322,2380.05%
432Ecolab Inc.ECL1,723$321,6670.05%
433Best Buy Inc.BBY3,925$321,6540.05%
434Delta Airlines Inc NewDAL6,745$320,6570.05%
435Cap Grp Gr Etf/shs Creation Ut14020G10112,596$317,7970.04%
436SPDR S&P 500 High Dividend ETF78468R7888,494$314,9580.04%
437Invesco Bulletshares 2023 Corp ETFIVZ14,795$313,2100.04%
438Dominion Resources Inc.D6,011$311,3100.04%
439Hewlett Packard Enterprises CompanyHPE-PC18,498$310,7660.04%
440Avantis U.S. Small Cap Value Fund ETF0250728773,947$306,3270.04%
441Check Point Software Technologies Ltd.M224651042,431$305,3820.04%
442IShares Russell 3000 Index Fund4642876891,200$305,3760.04%
443IShares Tr Barclay 7-10 Year Treas Index Fd4642874403,160$305,2380.04%
444First Trust Dorsey Wright Focus 5 ETF33738R6056,486$304,2580.04%
445IShares MSCI All Country World Min Vol4642865253,097$303,6760.04%
446Old Dominion Freight Line Inc.ODFL820$303,1950.04%
447Wisdomtree Tr/intl Qlty Divid GrWT8,790$302,4640.04%
448IntercontinentalExchange, Inc.45866F1042,673$302,2630.04%
449First Trust Exchange-traded Fund Vi33741X10210,650$301,5020.04%
450Vanguard Russell 2000 Index ETF92206C6643,963$299,6820.04%
451Ishares Tr/esg Advanced Msci Eafe E46436E7594,909$299,0070.04%
452Invesco S&P 500 Weight ETFIVZ1,451$296,7300.04%
453Dover Corp.DOV2,009$296,6920.04%
454Archer Daniels Midland COADM3,914$295,7420.04%
455Booking Holdings IndBKNG109$294,3360.04%
456IShares Trust S & P Global Technology4642872914,725$293,8480.04%
457First Trust High Yield Long/Short ETF33738D4087,363$291,7960.04%
458Invesco Dividend Achievers ETFIVZ7,511$287,1300.04%
459Invesco Exch Trd Slf Idx Fd Tr Bulshs 2026 CbIVZ15,000$284,1750.04%
460Amphenol Corp0320951013,337$283,4780.04%
461SPDR MSCI EAFE StrategicFactors ETF78463X4344,041$282,5490.04%
462IShares Core MSCI Europe ETF46434V7385,300$278,9390.04%
463National Retail Properties IncNNN6,517$278,8630.04%
464J.p. Morgan Exchange-traded Fund Trust46641Q3993,486$277,8690.04%
465Trane Technologies PLCTT1,449$277,1360.04%
466Constellation Energy CorporationCEG2,999$274,5580.04%
467PPL Corp.PPLC10,370$274,4010.04%
468Charles Schwab Corp.SCHW-PJ4,841$274,3880.04%
469Brookfield Infrastructure Partners L.P.G162521017,498$274,0750.04%
470Nordson Corp.NDSN1,098$272,5020.04%
471Kraft Heinz COKHC7,632$270,9500.04%
472streetTRACKS DJ Wilshire US Mid Value78464A8393,937$270,7870.04%
473Kla-Tencor Corp.KLAC558$270,6410.04%
474SPDR Bloombeg Barclays Invt78468R2008,789$269,7340.04%
475Invesco Senior Loan ETFIVZ12,750$268,2600.04%
476Steris PLC OrdSTE1,179$265,2510.04%
477SPDR S&P Aerospace & Defence ETF78464A6312,167$263,3560.04%
478National Fuel Gas CO.NFG5,068$260,2920.04%
479Taiwan Semiconductor Mfg Co LTD ADR8740391002,577$260,0710.04%
480SPDR Portfolio MSCI Global Stock Market ETF78463X4754,954$259,2920.04%
481Global X US Preferred ETF37954Y65713,371$259,2640.04%
482J.p. Morgan Exchange-traded Fund Trust46641Q1344,531$258,8560.04%
483Dimensional Etf/u S Equity Etf25434V4015,350$257,6560.04%
484Post Holdings, Inc.POST2,973$257,6100.04%
485Uber Technologies, Inc.UBER5,963$257,4230.04%
486First Trust Dorsey Wright DALI 1 ETF33738R7129,854$254,8240.04%
487Amcor PLC Ord USDAMCCF25,495$254,4400.04%
488Humana IncHUM566$253,0760.04%
489Vanguard Scottsdale Russell 1000 Value ETF92206C7143,652$252,7550.04%
490Glaxosmithkline PLC ADRGLAXF7,075$252,1530.04%
491VICI Properties Inc9256521098,011$251,7860.04%
492First Trust Large Cap Core Alphadex Fund33734K1092,990$251,1900.04%
493Baxter International Inc.0718131095,509$250,9900.04%
494SPDR MSCI USA StrategicFactors ETF78468R8122,039$250,7150.04%
495Enterprise Products Partners LP2937921079,502$250,3890.04%
496Vanguard Bond Index Fund Inc Intermediate9219378193,325$250,1210.04%
497ASML Holding NV ADRASMLF345$250,0390.04%
498Pacer US Small Cap Cash Cows 100 ETF69374H8576,132$249,5720.04%
499Vanguard Mega Cap 300 Index ETF9219108731,593$249,2410.04%
500Halliburton CO.HAL7,424$244,9090.03%