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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 Q4 2023 · Filed October 18, 2023 · Accession 0001277557-23-000004

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

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1Apple Inc.AAPL164,391$28.1M4.16%
2Microsoft Corp.MSFT81,742$25.8M3.82%
3SPDR S&P 500 ETFSPY34,915$14.9M2.21%
4Amazon.ComAMZN83,770$10.6M1.57%
5IShares S&P 500 Index Fd46428720022,982$9.9M1.46%
6ALPHABET INC CLASS AGOOG71,231$9.3M1.38%
7Vanguard Total Stock Market ETF92290876942,514$9.0M1.34%
8Procter & Gamble CO.74271810952,069$7.6M1.12%
9Vanguard FTSE Developed Mkts ETF921943858168,029$7.3M1.09%
10J P Morgan Chase & CO.VYLD48,983$7.1M1.05%
11Johnson & JohnsonJNJ43,658$6.8M1.01%
12Nvidia CorpNVDA15,598$6.8M1.00%
13Invesco QQQ TrustIVZ18,442$6.6M0.98%
14IShares Tr S&P Midcap 400 Index Fund46428750725,500$6.4M0.94%
15Pepsico Inc.PEP37,329$6.3M0.94%
16Exxon Mobil CorpXOM51,928$6.1M0.90%
17Chevron CorporationCVX35,560$6.0M0.89%
18ALPHABET INC CLASS CGOOG45,311$6.0M0.88%
19UnitedHealth Group IncUNH11,743$5.9M0.88%
20AbbVie, Inc.ABBV39,214$5.8M0.86%
21Home Depot Inc.HD19,274$5.8M0.86%
22Vanguard Index Funds S&P 500 ETF92290836314,781$5.8M0.86%
23Mastercard Inc Cl AMA14,225$5.6M0.83%
24Eli Lilly & CO.LLY10,335$5.6M0.82%
25Merck & Co Inc NewMRK50,283$5.2M0.77%
26IShares Core MSCI EAFE46432F84279,046$5.1M0.75%
27IShares Tr S&P Smallcap 600 Index46428780449,074$4.6M0.68%
28Costco Wholesale Corp New22160K1057,577$4.3M0.63%
29Berkshire Hathaway Inc DE Cl B NewBRK-A11,815$4.1M0.61%
30McDonald's Corp.MCD15,479$4.1M0.60%
31Northrop Grumman Corp.NOC9,043$4.0M0.59%
32Cisco Systems Inc.CSCO72,187$3.9M0.57%
33SPDR S&P 500 Growth ETF78464A40961,983$3.7M0.54%
34Broadcom IncAVGO4,230$3.5M0.52%
35IShares Russell 2000 Index46428765519,760$3.5M0.52%
36SPDR Barclays 1-3 Month T Bill New78468R66335,977$3.3M0.49%
37Meta Platforms Inc Cl AMETA10,747$3.2M0.48%
38Ishares Trust Ishares S&P National Municipal46428841431,430$3.2M0.48%
39Union Pacific Corp.UNP15,768$3.2M0.47%
40Sherwin-Williams CO.SHW12,463$3.2M0.47%
41Vanguard Bond Index Fund Inc Total Bond92193783545,405$3.2M0.47%
42IShares Tr Barclays MBS Bond Fd46428858834,550$3.1M0.45%
43Dimensional ETF Tr- Dimsnl US Core Equity 225434V708116,295$3.0M0.45%
44Caterpillar Inc.CAT10,829$3.0M0.44%
45SPDR S&P 500 Value ETF78464A50871,629$3.0M0.44%
46Honeywell International Inc.43851610615,866$2.9M0.43%
47Pfizer, Inc.PFE87,009$2.9M0.43%
48Lowe's Cos.54866110713,772$2.9M0.42%
49Constellation Brands Inc. Class ASTZ11,097$2.8M0.41%
50MFC iShares Russell 3000 Growth Index46428767129,369$2.8M0.41%
51Visa Inc Class AV12,000$2.8M0.41%
52Abbott LaboratoriesABLZF28,399$2.8M0.41%
53IShares S&P 1500 Index46428715029,199$2.8M0.41%
54Bristol-Myers Squibb CO.CELG-RI46,690$2.7M0.40%
55Cintas Corp.CTAS5,600$2.7M0.40%
56Novo-Nordisk a/s ADRNONOF29,504$2.7M0.40%
57Raytheon Technology CorpRTX37,214$2.7M0.40%
58Invesco S&P 500 Weight ETFIVZ18,720$2.7M0.39%
59IShares Core Total Bond Mkt46428722628,004$2.6M0.39%
60Thermo Fisher Scientific, Inc.TMO5,123$2.6M0.38%
61ISHARES MSCI USA QUAL FACTOR ETF46432F33919,630$2.6M0.38%
62Oracle Corp.ORCL-PD24,244$2.6M0.38%
63Wal-Mart Stores Inc.WMT16,032$2.6M0.38%
64Bank of America Corporation06050510491,469$2.5M0.37%
65Automatic Data Processing Inc.ADP10,301$2.5M0.37%
66Deere & CO.DE6,479$2.4M0.36%
67Marsh & McLennan Cos. Inc.57174810212,756$2.4M0.36%
68Verizon CommunicationsVZ73,498$2.4M0.35%
69Phillip Morris International71817210925,563$2.4M0.35%
70SPDR S&P MIDCAP 400 ETF Tr Unit Ser 1 StdMDY5,016$2.3M0.34%
71Coca-Cola CO.KO40,461$2.3M0.33%
72Vanguard FTSE Emerging Markets ETF92204285857,554$2.3M0.33%
73Nextera Energy Inc.NEE-PW38,563$2.2M0.33%
74IShares Tr Russell 1000 Growth Index Fd4642876147,929$2.1M0.31%
75Lockheed Martin Corp.LMT5,016$2.1M0.30%
76Amgen Inc.AMGN7,624$2.0M0.30%
77SPDR Portfolio Aggregate Bond ETF78464A64984,079$2.0M0.30%
78Chubb LTDCB9,825$2.0M0.30%
79Nike Inc Cl BNKE21,133$2.0M0.30%
80First Tr Value Line Dividend Index Fd33734H10653,459$2.0M0.30%
81IShares Core MSCI Emerging Mkts ETF46434G10341,520$2.0M0.29%
82Tesla Motors, Inc.TSLA7,892$2.0M0.29%
83Danaher Corp.2358511027,704$1.9M0.28%
84SPDR Russell 1000 ETF78464A85437,724$1.9M0.28%
85iShares Russell 3000 Value Index46428766325,288$1.9M0.28%
86PIMCO Intermediate Muni Bd Trade Fd ETF72201R86637,398$1.9M0.28%
87Salesforce.com IncCRM8,837$1.8M0.26%
88Zoetis Inc Com Cl AZTS9,993$1.7M0.26%
89Schwab U.S. Dividend Equity ETF80852479724,365$1.7M0.25%
90MFC Ishare TR Dow Jones US Technology46428772116,406$1.7M0.25%
91SPDR Barclays Intermediate Term Trs ETF78464A67262,110$1.7M0.25%
92Stryker Corp.SYK6,248$1.7M0.25%
93First Trust Enhanced Short Maturity ETF33739Q40828,632$1.7M0.25%
94SPDR Russell 2000 ETF78468R85346,086$1.7M0.25%
95Invesco Exchange W&P 500 QualityIVZ33,829$1.7M0.25%
96Qualcomm Inc.QCOM15,142$1.7M0.25%
97Altria Group Inc. Com.MO39,897$1.7M0.25%
98IShares Tr MSCI USA Min Volatility Index46429B69722,904$1.7M0.25%
99International Business Machines Corp.INTR11,815$1.7M0.25%
100Progressive Corp.74331510311,731$1.6M0.24%
101First Trust PFD Secs & Income ETF33739E108100,640$1.6M0.24%
102Adobe Systems Inc.ADBE3,048$1.6M0.23%
103Eaton Corporation PLCETN7,240$1.5M0.23%
104Vanguard Specialized Portfolios Dividend ETF9219088449,919$1.5M0.23%
105IShares MSCI Japan46434G82225,460$1.5M0.23%
106American Tower Corp03027X1009,113$1.5M0.22%
107IShares Tr Europe and Far East Index Fd46428746521,571$1.5M0.22%
108Vanguard Mid-Cap ETF9229086297,062$1.5M0.22%
109Select Sector SPDR Tr Finl81369Y60544,279$1.5M0.22%
110S&P Global IncSPGI4,000$1.5M0.22%
111Southern CO.SOMN22,548$1.5M0.22%
112Parker-Hannifin Corp.PH3,730$1.5M0.21%
113Vanguard Intermed Corp Bond Fund ETF92206C87018,980$1.4M0.21%
114First Trust Rising Dividend Achievers ETF33738R50631,136$1.4M0.21%
115Vanguard Whitehall Funds High Dividend Yield92194640613,847$1.4M0.21%
116SPDR Portfolio Developed World ex-US ETF78463X88945,871$1.4M0.21%
117Comcast Corp New CL ACCZ32,062$1.4M0.21%
118Yum Brands Inc.YUM11,301$1.4M0.21%
119WisdomTree Floating Rate Treasury Fund NewWT27,830$1.4M0.21%
120iShares Core Total USD Bond Market ETF46434V61331,692$1.4M0.20%
121Accenture PLCACN4,485$1.4M0.20%
122IShares S&P 500 Growth Index Fund46428730919,809$1.4M0.20%
123Linde Plc.LIN3,631$1.4M0.20%
124Vanguard Value ETF9229087449,663$1.3M0.20%
125Select Sector SPDR Tr Technology81369Y8038,121$1.3M0.20%
126Emerson Electric CompanyEMR13,769$1.3M0.20%
127Lam Research Corp.LRCX2,106$1.3M0.20%
128IShares Tr Russell 1000 Value Index Fd4642875988,595$1.3M0.19%
129PGIM Ultra Short Bond ETF69344A10726,269$1.3M0.19%
130Avery Dennison Corp.AVY7,114$1.3M0.19%
131SPDR -Health Care81369Y2099,975$1.3M0.19%
132TJX Companies Inc.87254010914,438$1.3M0.19%
133Simmons First National Corporation82873020075,125$1.3M0.19%
134Texas Instruments Inc8825081047,976$1.3M0.19%
135IShares Russell Mid Cap46428749917,946$1.2M0.18%
136Duke Energy CorpDUKB14,046$1.2M0.18%
137iShares MSCI USA ESG Optimized ETF46435G42513,066$1.2M0.18%
138CVS/ Caremark Corp.CVS17,253$1.2M0.18%
139Invesco Exch Trd Slf Idx Fd Tr Bulshs 2025 MuIVZ50,050$1.2M0.18%
140Select Sector SPDR Tr Energy81369Y50613,291$1.2M0.18%
141Waste Management Inc.94106L1097,880$1.2M0.18%
142The Hershey CompanyHSY5,979$1.2M0.18%
143First Trust Capital Strength ETF33733E10416,016$1.2M0.17%
144Brown Forman Corp Cl ABF-B20,250$1.2M0.17%
145Intel Corp.INTC32,917$1.2M0.17%
146IShares Tr S&P MidCap 400 Growth Index Fund46428760616,095$1.2M0.17%
147Boeing CO.BA-PA6,015$1.2M0.17%
148First Trust Low Duration Oppos ETF33739Q20024,051$1.1M0.17%
149IShares Tr Emerging Markets Index46428723429,840$1.1M0.17%
150The Blackstone Group LPBX10,502$1.1M0.17%
151Palo Alto Networks, Inc.PANW4,791$1.1M0.17%
152Neogen Corp.NEOG60,246$1.1M0.17%
153First Trust Morningstar Dividend Leaders Ind33691710933,226$1.1M0.16%
154SPDR Barclays Interm Term Corp Bd ETF78464A37535,248$1.1M0.16%
155Utilities Select Sector SPDR81369Y88618,732$1.1M0.16%
156Huntington Ingalls Inds Inc4464131065,366$1.1M0.16%
157Vanguard Index Fd Growth ETF9229087364,022$1.1M0.16%
158AON PLC SHS CL AAON3,377$1.1M0.16%
159United Rentals Inc.URI2,457$1.1M0.16%
160SPDR Nuveen Barclays Muni Bd ETF78468R72124,607$1.1M0.16%
161MFC Wisdomtree TrustWT17,446$1.1M0.16%
162Walt Disney Company25468710613,080$1.1M0.16%
163PIMCO Enchnaced Short Maturity Strgy72201R83310,576$1.1M0.16%
164Norfolk Southern6558441085,359$1.1M0.16%
165Rockwell Automation Inc.ROK3,626$1.0M0.15%
166Starbucks corpSBUX11,334$1.0M0.15%
167Otis Worldwide CorporationOTIS12,839$1.0M0.15%
168VanEck Vectors Morningstar Wide Moat ETF92189F64313,574$1.0M0.15%
169Ishares Treasury Floating Rate New ETF46434V86020,201$1.0M0.15%
170IShares Tr. Goldman Sachs Corp Bond Fund46428724210,041$1.0M0.15%
171Cigna Corp1255231003,563$1.0M0.15%
172Real Estate Select Sector ETF81369Y86029,577$1.0M0.15%
173Pacer US Cash Cows 100 ETF69374H88120,347$1.0M0.15%
174Vanguard Tax-Exempt Bond ETF92290774620,740$997,5940.15%
175Analog Devices Inc.ADI5,630$985,7120.15%
176PPG Industries, Inc.6935061077,588$984,9220.15%
177Mondelez International Inc.60920710514,136$981,0380.15%
178Vanguard Small-Cap ETF9229087515,175$978,4370.14%
179United Parcel ServiceUPS6,252$974,5330.14%
180Vanguard Total Intl Stock Index ETF92190976817,958$961,1120.14%
181Arthur J. Gallagher & CO.3635761094,215$960,7250.14%
182JPMorgan Ultra-Short Municipal Income ETF46641Q65419,010$959,0550.14%
183CSX Corp.CSX31,047$954,7030.14%
184Vanguard Short-Term Infl-Prot Secs ETF92202080520,181$954,1750.14%
185Ishares Russell Midcap Growth Index46428748110,362$946,5690.14%
186IShares Dow Jones Select Dividend Index4642871688,783$945,4020.14%
187ALPS ETF TR ALERIAN MLP00162Q45222,392$944,9420.14%
188Air Products and Chemicals, Inc.AIIR3,326$942,5880.14%
189Invesco DWA Tech Momentum ETFIVZ21,294$940,5560.14%
190General Dynamics Corp.GD4,210$930,2840.14%
191iShares Core Dividend Growth46434V62118,719$927,1520.14%
192Invesco S&P 500 Equal Weight Tech ETFIVZ32,690$920,2240.14%
193SPDR Gold SharesGLD5,367$920,1720.14%
194Brown Forman Inc. BBF-B15,840$913,8100.14%
195PNC Financial Services Group6934751057,425$911,5670.13%
196Communication Services Sel Sect SPDR ETF81369Y85213,888$910,6130.13%
197Cincinnati Financial Corp.1720621018,863$906,5960.13%
198Advanced Micro Devices Inc ComAMD8,770$901,7310.13%
199Vanguard Scotts/vanguard Russell 1092206C68013,086$895,6060.13%
200T-Moble US IncTMUSZ6,381$893,6590.13%
201IShares Trust MSCI EAFE Value46428887718,080$884,6540.13%
202JPMorgan Ultra-Short Income ETF46641Q83717,618$884,0710.13%
203Goldman Sachs Group Inc.GSCE2,717$879,2730.13%
204ConocoPhillipsCOP7,302$874,7840.13%
205U. S. Bancorp NewUSB-PS26,412$873,1810.13%
206First Trust Managed Muni ETF33739N10817,769$868,5490.13%
207Mettler-Toledo International IncMTD782$866,5110.13%
208Wells Fargo & CO.94974610121,137$863,6580.13%
209Devon Energy Corp25179M10318,020$859,5540.13%
210Travelers COS IncTRV5,263$859,5010.13%
211IShares EAFE Growth Index Fd4642888859,799$845,6540.13%
212IShares S&P SmallCap 600/Barra Value4642878799,432$841,5230.12%
213First Trust NASDAQ 100 Equal Weight Idx3373441057,996$831,5040.12%
214AT&T Inc.T-PC55,338$831,1740.12%
2153M CompanyMMM8,872$830,6340.12%
216SPDR S&P Dividend ETF78464A7637,170$824,6220.12%
217Ishares Gold Tr Ishares NewIAU23,258$813,7970.12%
218Netflix Inc.NFLX2,148$811,0850.12%
219Medtronic PLCMDT10,324$809,0130.12%
220Target Corp.TGT7,312$808,4770.12%
221Invesco S&P 500 High Div, Low Vol. PortIVZ20,323$796,4520.12%
222Pacer Trendpilot 750 ETF69374H10519,810$791,6080.12%
223Church & Dwight CO., Inc.CHD8,618$789,6670.12%
224VictoryShare Small Cap High Volatility ETF92647N87315,973$782,3580.12%
225Allstate Corp.ALL-PJ7,018$781,8750.12%
226Kimberly Clark Corp.KMB6,467$781,5240.12%
227Marathon Petroleum Corp.MARA5,162$781,2170.12%
228Republic Svcs Inc7607591005,471$779,6720.12%
229D. R. Horton Inc.23331A1097,202$773,9990.11%
230TE Connectivity LtdTEL6,220$768,3570.11%
231Colgate-Palmolive CO.CL10,802$768,1000.11%
232Select Sector SPDR TR INDL81369Y7047,511$761,4280.11%
233MFC Vanguard Information Tech ETF92204A7021,833$760,6380.11%
234Becton, Dickinson & CO.BDX2,933$758,2200.11%
235Vanguard MSCI European ETF92204287412,813$742,2570.11%
236Occidental Petroleum67459910511,327$734,8960.11%
237American ExpressAXP4,899$730,8410.11%
238IShares Tr US Treas Inflation Protected Sec4642871767,028$728,9440.11%
239W P Carey Inc92936U10913,402$724,7720.11%
240First Trust Exchange-traded Fund Iv33738D80439,407$724,6950.11%
241Rbb Fd Inc/us Treas 3 Month B Etf74933W45214,453$723,6620.11%
242Blackrock Inc Cl ABLK1,118$722,4650.11%
243SPDR Russell 3000 ETF78464A80513,741$721,2550.11%
244Consumer Staples Select Sector SPDR ETF81369Y30810,430$717,6880.11%
245Applied Materials Inc.0382221055,163$714,8170.11%
246Ishares S&P S-T Nat'l AMT Free Muni Bond Fd4642881586,787$698,1110.10%
247American Electric Power CO., Inc.0255371019,265$696,9130.10%
248Ansys Inc03662Q1052,337$695,3740.10%
249Phillips 66PSX5,750$690,8630.10%
250Ishares Inc MSCI Mexico Investable46428682211,848$689,9090.10%
251SPDR DoubleLine Emerging Mrkt Fix Inc ETF78470P30917,096$685,8250.10%
252ALIBABA GROUP HOLDINGBBAAY7,783$675,0970.10%
253SPDR Russell Small Cap Completeness ETF78464A84715,401$674,4100.10%
254Cleveland Cliffs Inc.CLF42,996$672,0270.10%
255SPDR Portfolio Short Term Treasury ETF78468R10123,333$670,1240.10%
256FedEx Corp.FDX2,505$663,6250.10%
257General Mills Inc.37033410410,362$663,0850.10%
258iShares Trust S & P Pfd Stock Index46428868721,916$660,7670.10%
259Dow IncDOW12,790$659,4520.10%
260McKesson Corp.MCK1,514$658,3630.10%
261iShares ESG MSCI EAFE ETF46435G5169,485$655,6980.10%
262JP Morgan Exchange - Traded FD Betabuilders46641Q22511,255$654,4780.10%
263Vanguard S&P 500 Growth ETF9219325052,646$653,1230.10%
264IShares Russell Midcap Value Index4642874736,184$645,2390.10%
265Morgan StanleyMS-PQ7,898$645,0300.10%
266Elevance Health, IncELV1,472$640,7400.09%
267Vanguard Index Tr REIT Viper Shs9229085538,437$638,3190.09%
268Corning Inc.GLW20,773$632,9530.09%
269TOTAL S.A. ADRTTE9,612$632,0850.09%
270CME Group Inc Class ACME3,147$630,0920.09%
271Illinois Tool Works Inc.4523081092,710$624,1400.09%
272IShares Tr Nasdaq Biotechnology Index Fd4642875565,093$622,8230.09%
273Goldman Sachs TreasuryAccess 0-1 Yr ETFNVGLF6,190$619,6830.09%
274PIMCO Floating Rate Strategy Fund72201J10493,382$615,3880.09%
275First Trust TCWOpportunistic Fxd Inc ETF33740F80514,592$613,6670.09%
276VanEck Vectors Semiconductor ETF92189F6764,192$607,7560.09%
277Ssga Active Etf/ultra Short Term Bd78467V70715,087$607,5530.09%
278Global X S&P 500 Covered Call ETF37954Y47515,622$607,5400.09%
279Paychex Inc.PAYX5,259$606,5200.09%
280SPDR Dow Jones Indl Average ETF Tr Unit Ser78467X1091,791$599,8950.09%
281IShares Tr Large Growth Index46428711910,036$598,6470.09%
282Zebra Technologies Corp Cl AZBRA2,526$597,4750.09%
283Global X NASDAQ 100 Covered Call ETF37954Y48335,547$596,1230.09%
284IShares High Dividend Equity46429B6636,013$594,6260.09%
285Unilever PLC ADRUNLYF12,019$593,7390.09%
286Royal Dutch Shell PLC Spon ADRRYDAF9,184$591,2660.09%
287IShares Tr Barclay 1-3 Years4642874577,280$589,4620.09%
288The Trade Desk, Inc.88339J1057,500$586,1250.09%
289Paypal Holdings, Inc.PYPL10,025$586,0620.09%
290Goldman Sachs ActiveBeta US LgCp Eq ETFNVGLF6,934$584,0510.09%
291ETF Schwab Emerging Market80852470624,388$583,8490.09%
292Sector SPDR Tr Shs Materials81369Y1007,421$582,9200.09%
293Spdr S Tr/spdr Bloomberg Barclays 378468R5235,852$581,8640.09%
294IShares Tr S&P SmallCap 600 Growth Index Fund4642878875,225$573,0780.08%
295Blackrock Core Bond TrustBLK57,453$571,0820.08%
296iShares Intl Dividend Growth46435G5249,624$570,7990.08%
297iShares Core International Aggt Bd ETF46435G67211,699$570,6600.08%
298Flextronics International Ltd.FLEX21,114$569,6560.08%
299SPDR BarCap ST High Yield Bond78468R40823,251$568,7190.08%
300Invesco Pfd ETFIVZ51,689$565,9950.08%
301Invesco BulletShares 2024 Municipal Bond ETFIVZ22,937$565,2760.08%
302Schwab U.S. Mid-Cap ETF8085245088,280$560,3900.08%
303First Trust Senior Loan33738D30912,046$550,9840.08%
304First Tr Exchng Traded Fd VIII CBOE Vest US E33740F75521,882$535,8900.08%
305Electronics Arts Cl AEA4,447$535,4190.08%
306Invesco NASDAQ 100 ETFIVZ3,616$533,0350.08%
307Vanguard Bond ETF92206C4097,075$531,6860.08%
308ProLogis Inc.PLDGP4,726$530,3040.08%
309Intuit IncINTU1,035$528,5890.08%
310Exelon Corp.EXC13,914$525,7990.08%
311Valero Energy CorpVLO3,697$523,9020.08%
312Tradeweb Mkts Inc Cl A8926721066,530$523,7060.08%
313Uber Technologies, Inc.UBER11,372$522,9980.08%
314Vanguard Pacific ETF9220428667,795$521,3300.08%
315SPDR Barclays Long Corp Term Bond ETF78464A36724,250$515,0700.08%
316Marriott International Inc. Class A5719032022,617$514,3500.08%
317Ishares Tr/ishares 0-3 Mnth Treas B46436E7185,083$511,7060.08%
318Arista Networks, Inc.ANET2,772$509,8540.08%
319Invesco Financial Pfd ETFIVZ35,873$504,3780.07%
320J.p. Morgan Exchange-traded Fund Trust46654Q77310,020$499,9970.07%
321Select Sector SPDR TR CNSMR81369Y4073,067$493,7180.07%
322Carrier Global CorporationCARR8,907$491,6660.07%
323MFC Vanguard Intl Equity Index FTSE All World9220427184,535$481,6170.07%
324IShares Tr 20 plus Treas Index FD4642874325,411$479,9020.07%
325Invesco Exchang/s&p 500 Equal WeighIVZ17,350$475,3900.07%
326Vanguard Bond Index Fund Inc Short Term9219378276,319$474,9990.07%
327iShares Russell Top 200 Growth ETF4642894383,067$471,7970.07%
328IShares Tr S&P 500 Value Index Fund4642874083,066$471,6730.07%
329Novartis AG ADRNVSEF4,627$471,3400.07%
330Invesco Exch Trd Slf Idx Fd Tr Bulshs 2026 CbIVZ25,000$469,6330.07%
331Vaneck Vectors AMT-Free Interim Muni ETF92189H20110,645$469,4450.07%
332Invesco 1-30 Laddered Treasury ETFIVZ17,343$464,9660.07%
333Crocs Inc.CROX5,224$460,9140.07%
334Vertex Pharmaceuticals Inc.VRTX1,324$460,4080.07%
335MetLife Inc.MET-PF7,211$453,6440.07%
336Kinder Morgan, Inc.EP-PC27,347$453,4130.07%
337iShares ESG MSCI EM ETF46434G86314,918$451,7170.07%
338Cummins IncCMI1,975$451,2360.07%
339Global X US Preferred ETF37954Y65723,888$449,3330.07%
340Gilead Sciences Inc.GILD5,981$448,2160.07%
341Sabine Royalty Trust7856881026,800$448,1200.07%
342O'Reilly Automotive, Inc New67103H107488$443,5240.07%
343Microchip Technology Inc.MCHPP5,675$442,9340.07%
344First Trust Nasdaq Semiconductor ETF33738R8116,527$441,4210.07%
345Invesco Exchange-traded Self-indexed Fund TruIVZ19,175$440,8330.07%
346Ares Capital CorporationARCC22,506$438,1990.06%
347Lincoln Electric Holdings Inc.5339001062,409$437,9320.06%
348Mercadolibre, Inc.MELI345$437,4190.06%
349FS KKR Capital Corp NewFSK22,208$437,2760.06%
350AFLAC Inc.AFL5,679$435,8280.06%
351Bank New York Mellon Corp06405810010,195$434,8170.06%
352SPDR Barclays Capital Long Term Treasury78464A66416,623$434,6910.06%
353Fortive CorpFTV5,855$434,2070.06%
354Realty Income CorporationO8,670$432,9910.06%
355SPDR Blackstone/GSO Senior Loan ETF78467V60810,313$432,4240.06%
356Invesco Russell 1000 Dynamic Multifactor ETFIVZ9,428$432,1800.06%
357Digital Realty Trust Inc2538681033,570$431,9860.06%
358ProShares Trust S&P 500 Div Aristocrats ETF74348A4674,878$431,9470.06%
359Ishares Tr Barclays Short Tre4642886793,903$431,1640.06%
360MFC Ishare TR Dow Jones US Medical4642888108,798$426,7090.06%
361Dupont DE Nemours IncDD5,674$423,2240.06%
362Truist Financial Corp89832Q10914,694$420,3950.06%
363NASDAQ OMX Group, Inc.NDAQ8,570$416,4160.06%
364T. Rowe Price Group Inc.TROW3,964$415,7050.06%
365Dimensional World Ex US Core Equity 2 ETF25434V88018,430$415,0440.06%
366Genuine PartsGPC2,868$414,0820.06%
367Sysco Corp.SYY6,261$413,5180.06%
368Crown Castle International Corp NewCCI4,446$409,1650.06%
369iShares 0-5 Year TIPS Bond ETF46429B7474,221$409,0990.06%
370Global X U.S. Infrastructure Development ETF37954Y67313,437$408,2160.06%
371iShares iBonds Dec 2024 Term Trsy ETF46436E87417,114$407,9980.06%
372Shopify Inc.SHOP7,476$407,9650.06%
373Yum China Holdings, IncYUMC7,295$406,4770.06%
374American Century Diversified Muni Bond ETF0250725058,403$402,9240.06%
375General Electric CO. New3696043013,641$402,5420.06%
376Vanguard Long Term Corp Bond Idx92206C8135,563$398,4220.06%
377BP PLC ADRBPPFF10,190$394,5570.06%
378IShares Tr Russell 2000 Value Index Fd4642876302,900$393,0270.06%
379Booking Holdings IndBKNG127$391,6620.06%
380Preformed Line Products Co.7404441042,405$391,0050.06%
381Dimensional Etf/intl Core Etf25434V20314,975$390,9970.06%
382WisdomTree Trust Midcap Div FdWT9,524$390,1030.06%
383SPDR SSGA Active Total Return78467V84810,075$389,3990.06%
384Oneok Inc.OKE6,118$388,0650.06%
385Invesco Dividend Achievers ETFIVZ10,610$387,5680.06%
386CDW CorpCDW1,914$386,1690.06%
387Avantis U.S. Equity ETF0250728855,252$384,7620.06%
388SPDR Barclays Capital Short Term Corp Bd78464A47413,036$382,2160.06%
389Vanguard Index Funds Mid Cap Value Index9229085122,908$380,8320.06%
390iShares Core MSCI Total Intl Stk46432F8346,308$378,4170.06%
391iShares MSCI USA Momentum Factor ETF46432F3962,703$377,6090.06%
392Vanguard Intl Hi Div Yld Inx ETF9219467946,100$377,5290.06%
393Nucor Corp.NUE2,414$377,4290.06%
394Williams Company Inc.96945710011,155$375,8120.06%
395Diageo PLC ADRDGEAF2,495$372,2040.06%
396Deutsche X-trackers MSCI EAFE Hedged ETF23305120010,598$369,8700.05%
397Invesco Exchange S&P 500 Equal ETFIVZ7,215$365,7330.05%
398Citigroup Inc NewC-PR8,864$364,5760.05%
399Prudential FinancialPUKPF3,840$364,3780.05%
400Concera IncCOR2,015$362,7240.05%
401SPDR Portfolio MSCI Global Stock Market ETF78463X4757,164$361,7100.05%
402Autozone Inc.AZO142$360,6790.05%
403Capital One Financial14040H1053,688$357,9200.05%
404SPDR S&P 600 Small Cap Growth ETF78464A2014,873$357,0450.05%
405Expeditors International of Washington Inc3021301093,107$356,1170.05%
406LyondellBasell Industries NVLYB3,739$354,0400.05%
407Vanguard Small Cap Value Fund9229086112,218$353,7490.05%
408Invesco DWA Momentum ETFIVZ4,578$352,4600.05%
409Eog Resources IncEOG2,768$350,8720.05%
410Vanguard Total World Stock Index ETF9220427423,761$350,4500.05%
411HP IncHPQ13,540$347,9780.05%
412IShares MSCI Canada Index46428650910,365$346,8130.05%
413Victory Cemp US EQ Income ENH Volatility92647N8246,170$344,6560.05%
414SPDR Bloomberg Barclays High Yiedl ETF78468R6223,811$344,5140.05%
415Invesco Exchange S & P 500 LowIVZ5,834$343,0070.05%
416SPDR MSCI EAFE StrategicFactors ETF78463X4345,113$342,7760.05%
417SPDR Nuveen S&P High Yield Muni Bd ETF78464A28414,371$342,3170.05%
418Ford Motor CO.34537086027,467$341,1370.05%
419Trico Bankshares ComTCBK10,650$341,1160.05%
420SPDR Wells Fargo Preferred Stk. ETF78464A29210,487$340,4080.05%
421Clorox CO.CLX2,586$338,9210.05%
422Cap Grp Gr Etf/shs Creation Ut14020G10113,807$338,2720.05%
423Old Dominion Freight Line Inc.ODFL820$335,4950.05%
424Telus CorpTU20,326$332,1270.05%
425Regeneron Pharmaceuticals IncREGN403$331,6530.05%
426CrowdStrike Holdings, Inc.CRWD1,980$331,4120.05%
427IShares S&P MidCap 400 Value Index4642877053,272$330,2430.05%
428Constellation Energy CorporationCEG2,994$326,5860.05%
429Vanguard Bond Index Fund Inc Intermediate9219378194,513$326,3170.05%
430Check Point Software Technologies Ltd.M224651042,442$325,4700.05%
431Hewlett Packard Enterprises CompanyHPE-PC18,673$324,3500.05%
432Invesco S&P 500 Equal Wght Con Discy ETFIVZ7,698$323,9320.05%
433WEC Energy Group IncWEC4,007$322,7640.05%
434WR Berkley Corp.WRB-PH5,034$319,6090.05%
435Chipotle Mexican Grill Inc Class ACMG174$318,7380.05%
436First Trust High Yield Long/Short ETF33738D4088,119$318,5080.05%
437MFC Ishares TR Dow Jones Aerospace4642887602,992$317,1080.05%
438Vanguard Russell 2000 Index ETF92206C6644,419$315,6930.05%
439Agilent Technologies Inc.A2,822$315,5560.05%
440Schwab Strategic Tr Intl Equity ETF8085248059,238$313,7220.05%
441iShares Cali AMT-Free Muni Bond ETF4642883565,686$311,8470.05%
442Conagra Brands Inc.CAG11,373$311,8400.05%
443MFC Ishare High Yield Corp4642885134,209$310,2870.05%
444SPDR Mortgage Backed Bond ETF78464A38314,752$306,8420.05%
445WisdomTree US Quality Dividend Gr ETFWT4,829$306,5930.05%
446JPMorgan U.S. Aggregate Bond ETF46641Q2416,877$304,1700.04%
447ASML Holding NV ADRASMLF515$303,1600.04%
448Monster Beverage Corp NewMNST5,690$301,2860.04%
449Consolidated Edison Inc.ED3,516$300,7590.04%
450First Trust Exchange-traded Fund Vi33741X10210,650$300,6500.04%
451SPDR S&P 500 High Dividend ETF78468R7888,494$297,8850.04%
452IntercontinentalExchange, Inc.45866F1042,695$296,5040.04%
453Archer Daniels Midland COADM3,929$296,3250.04%
454IShares Trust S & P Global Technology4642872915,114$295,7940.04%
455Vanguard Mega Cap 300 Index ETF9219108731,945$295,3870.04%
456SPDR Series Tr DJ Wilshire Small Cap Val ETF78464A3004,073$294,7630.04%
457Pacer US Small Cap Cash Cows 100 ETF69374H8577,067$294,6940.04%
458IShares Russell 3000 Index Fund4642876891,200$294,0720.04%
459Invesco S&P 500 Pure Value ETFIVZ3,992$293,7310.04%
460Vanguard Scotts/vanguard Long-term92206C8475,291$293,7030.04%
461Broadridge Financial Solutions11133T1031,630$291,8520.04%
462BlackRock Municipal Target TermBLK15,000$291,1500.04%
463Ishares Tr/esg Advanced Msci Eafe E46436E7595,059$288,8180.04%
464J.p. Morgan Exchange-traded Fund Trust46641Q3993,737$288,0480.04%
465IShares Barclay U.S. Treasury46429B26713,057$287,7760.04%
466Invesco S&P 500 Weight ETFIVZ7,484$286,5620.04%
467Invesco DB US Dlr Index Tr Bullish FdIVZ9,616$285,8830.04%
468IShares MSCI All Country World Min Vol4642865252,975$283,8750.04%
469Wisdomtree Tr/intl Qlty Divid GrWT8,790$281,4560.04%
470Halliburton CO.HAL6,944$281,2340.04%
471Equifax Inc.EFX1,535$281,1810.04%
472Dover Corp.DOV2,008$280,1960.04%
473Amphenol Corp0320951013,309$277,9230.04%
474Enbridge Inc.ENNPF8,361$277,5020.04%
475SPDR Barclays Capital Conv Secs ETF78464A3594,044$274,1830.04%
476Avantis U.S. Small Cap Value Fund ETF0250728773,515$273,9940.04%
477Trane Technologies PLCTT1,349$273,7260.04%
478Kla-Tencor Corp.KLAC594$272,4440.04%
479Lab Corp. of America Holdings50540R4091,354$272,2220.04%
480SPDR Bloombeg Barclays Invt78468R2008,856$272,0560.04%
481Best Buy Inc.BBY3,912$271,7670.04%
482SPDR S&P Aerospace & Defence ETF78464A6312,420$271,2820.04%
483Boston Scientific CorpBSX5,132$270,9700.04%
484Ecolab Inc.ECL1,593$269,8540.04%
485Dominion Resources Inc.D6,030$269,3600.04%
486Vanguard Scottsdale Russell 1000 Value ETF92206C7144,030$268,6400.04%
487J.p. Morgan Exchange-traded Fund Trust46641Q1344,933$268,2070.04%
488Invesco Senior Loan ETFIVZ12,750$267,6230.04%
489Charles Schwab Corp.SCHW-PJ4,856$266,5940.04%
490Walgreens Boots Alliance Inc.93142710811,900$264,6500.04%
491IShares Core MSCI Europe ETF46434V7385,300$263,1980.04%
492National Fuel Gas CO.NFG5,068$263,0800.04%
493Enterprise Products Partners LP2937921079,595$262,6120.04%
494Invesco Bulletshares 2023 Corp ETFIVZ12,271$260,5130.04%
495Steris PLC OrdSTE1,170$256,7210.04%
496CF Industries Holdings Inc1252691002,991$256,4480.04%
497Pioneer Natural Resources CO7237871071,115$255,9480.04%
498VictoryShares US LgCp Hi Div Vol Wtd ETF92647N8654,716$255,9370.04%
499Cap Grp Div Val/shs Creation Ut14020W1069,646$255,3300.04%
500Post Holdings, Inc.POST2,973$254,9050.04%