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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 2024 · Filed November 13, 2024 · Accession 0001277557-24-000004

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

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1Apple Inc.AAPL149,338$34.8M3.98%
2Microsoft Corp.MSFT78,903$34.0M3.88%
3SPDR S&P 500 ETFSPY32,116$18.4M2.11%
4Nvidia CorpNVDA144,238$17.5M2.00%
5Amazon.ComAMZN78,443$14.6M1.67%
6ALPHABET INC CLASS AGOOG68,877$11.4M1.31%
7IShares S&P 500 Index Fd46428720019,545$11.3M1.29%
8Eli Lilly & CO.LLY12,289$10.9M1.24%
9Vanguard Total Stock Market ETF92290876936,520$10.3M1.18%
10Invesco QQQ TrustIVZ19,128$9.3M1.07%
11J P Morgan Chase & CO.VYLD41,892$8.8M1.01%
12Procter & Gamble CO.74271810950,699$8.8M1.00%
13Vanguard Index Funds S&P 500 ETF92290836315,750$8.3M0.95%
14Broadcom IncAVGO45,907$7.9M0.91%
15Home Depot Inc.HD18,577$7.5M0.86%
16IShares Tr S&P Midcap 400 Index Fund464287507117,669$7.3M0.84%
17Johnson & JohnsonJNJ44,186$7.2M0.82%
18AbbVie, Inc.ABBV35,722$7.1M0.81%
19SPDR S&P 500 Growth ETF78464A40984,971$7.0M0.81%
20ALPHABET INC CLASS CGOOG41,631$7.0M0.80%
21IShares Core MSCI EAFE46432F84287,322$6.8M0.78%
22Vanguard FTSE Developed Mkts ETF921943858121,703$6.4M0.73%
23Exxon Mobil CorpXOM54,650$6.4M0.73%
24Berkshire Hathaway Inc DE Cl B NewBRK-A13,795$6.3M0.73%
25Meta Platforms Inc Cl AMETA10,643$6.1M0.70%
26IShares Tr S&P Smallcap 600 Index46428780448,298$5.6M0.65%
27McDonald's Corp.MCD18,516$5.6M0.64%
28Mastercard Inc Cl AMA11,106$5.5M0.63%
29Pepsico Inc.PEP31,738$5.4M0.62%
30Costco Wholesale Corp New22160K1056,069$5.4M0.62%
31IShares Russell 2000 Index46428765523,543$5.2M0.59%
32Oracle Corp.ORCL-PD29,543$5.0M0.58%
33SPDR S&P 500 Value ETF78464A50892,674$4.9M0.56%
34Merck & Co Inc NewMRK43,040$4.9M0.56%
35Ishares Trust Ishares S&P National Municipal46428841443,989$4.8M0.55%
36Dimensional ETF Tr- Dimsnl US Core Equity 225434V708138,264$4.7M0.54%
37Chevron CorporationCVX31,633$4.7M0.53%
38UnitedHealth Group IncUNH7,739$4.5M0.52%
39IShares Core Total Bond Mkt46428722644,255$4.5M0.51%
40IShares Barclay U.S. Treasury46429B267190,356$4.5M0.51%
41Wal-Mart Stores Inc.WMT53,049$4.3M0.49%
42Sherwin-Williams CO.SHW11,045$4.2M0.48%
43ISHARES MSCI USA QUAL FACTOR ETF46432F33922,877$4.1M0.47%
44Raytheon Technology CorpRTX33,677$4.1M0.47%
45IShares Tr Russell 1000 Growth Index Fd46428761410,650$4.0M0.46%
46Union Pacific Corp.UNP16,189$4.0M0.46%
47IShares S&P 1500 Index46428715031,581$4.0M0.45%
48Cintas Corp.CTAS18,475$3.8M0.43%
49Verizon CommunicationsVZ84,068$3.8M0.43%
50Northrop Grumman Corp.NOC7,053$3.7M0.43%
51iShares Core S&P US Growth ETF46428767127,865$3.7M0.42%
52IShares Tr Barclays MBS Bond Fd46428858838,249$3.7M0.42%
53Nextera Energy Inc.NEE-PW42,707$3.6M0.41%
54Phillip Morris International71817210929,521$3.6M0.41%
55Novo-Nordisk a/s ADRNONOF29,857$3.6M0.41%
56Visa Inc Class AV12,822$3.5M0.40%
57Bank of America Corporation06050510481,881$3.2M0.37%
58Caterpillar Inc.CAT8,031$3.1M0.36%
59Amgen Inc.AMGN9,395$3.0M0.35%
60Invesco S&P 500 Weight ETFIVZ16,678$3.0M0.34%
61Constellation Brands Inc. Class ASTZ11,533$3.0M0.34%
62Stryker Corp.SYK8,209$3.0M0.34%
63Thermo Fisher Scientific, Inc.TMO4,738$2.9M0.34%
64Chubb LTDCB10,107$2.9M0.33%
65Automatic Data Processing Inc.ADP10,494$2.9M0.33%
66SPDR Barclays 1-3 Month T Bill New78468R66331,412$2.9M0.33%
67SPDR Portfolio Developed World ex-US ETF78463X88976,624$2.9M0.33%
68Coca-Cola CO.KO38,973$2.8M0.32%
69Marsh & McLennan Cos. Inc.57174810212,509$2.8M0.32%
70iShares Core Total USD Bond Market ETF46434V61359,020$2.8M0.32%
71Abbott LaboratoriesABLZF23,973$2.7M0.31%
72Invesco Exchange W&P 500 QualityIVZ40,342$2.7M0.31%
73IShares S&P 500 Growth Index Fund46428730927,924$2.7M0.31%
74Vanguard FTSE Emerging Markets ETF92204285855,805$2.7M0.31%
75Progressive Corp.74331510310,500$2.7M0.30%
76iShares Russell 3000 Value Index46428766327,488$2.6M0.30%
77International Business Machines Corp.INTR11,633$2.6M0.29%
78SPDR Barclays Intermediate Term Trs ETF78464A67287,759$2.6M0.29%
79Cisco Systems Inc.CSCO47,783$2.5M0.29%
80Lockheed Martin Corp.LMT4,306$2.5M0.29%
81Eaton Corporation PLCETN7,549$2.5M0.29%
82Qualcomm Inc.QCOM14,676$2.5M0.29%
83Lowe's Cos.5486611079,142$2.5M0.28%
84SPDR Gold SharesGLD10,158$2.5M0.28%
85Honeywell International Inc.43851610611,936$2.5M0.28%
86MFC Ishare TR Dow Jones US Technology46428772116,258$2.5M0.28%
87SPDR Barclays Interm Term Corp Bd ETF78464A37571,105$2.4M0.27%
88Salesforce.com IncCRM8,696$2.4M0.27%
89IShares Russell Mid Cap46428749926,977$2.4M0.27%
90Applied Materials Inc.03822210511,286$2.3M0.26%
91SPDR Russell 2000 ETF78468R85349,295$2.2M0.26%
92Vanguard Value ETF92290874412,843$2.2M0.26%
93Schwab U.S. Dividend Equity ETF80852479726,238$2.2M0.25%
94IShares Core MSCI Emerging Mkts ETF46434G10338,620$2.2M0.25%
95Southern CO.SOMN24,546$2.2M0.25%
96Pfizer, Inc.PFE76,205$2.2M0.25%
97SPDR Russell 1000 ETF78464A85432,603$2.2M0.25%
98SPDR S&P MIDCAP 400 ETF Tr Unit Ser 1 StdMDY3,848$2.2M0.25%
99Altria Group Inc. Com.MO42,728$2.2M0.25%
100Select Sector SPDR Tr Technology81369Y8039,609$2.2M0.25%
101JPMorgan Ultra-Short Municipal Income ETF46641Q65442,337$2.2M0.25%
102Vanguard Specialized Portfolios Dividend ETF92190884410,566$2.1M0.24%
103United Rentals Inc.URI2,544$2.1M0.24%
104Parker-Hannifin Corp.PH3,216$2.0M0.23%
105First Tr Value Line Dividend Index Fd33734H10644,442$2.0M0.23%
106First Trust Enhanced Short Maturity ETF33739Q40833,100$2.0M0.23%
107IShares Tr Russell 1000 Value Index Fd46428759810,390$2.0M0.23%
108Pacer US Cash Cows 100 ETF69374H88133,924$2.0M0.22%
109PGIM Ultra Short Bond ETF69344A10739,214$2.0M0.22%
110First Tr Exchng Traded Fd VIII CBOE Vest US E33740F75565,072$1.9M0.22%
111Utilities Select Sector SPDR81369Y88623,883$1.9M0.22%
112S&P Global IncSPGI3,712$1.9M0.22%
113Netflix Inc.NFLX2,699$1.9M0.22%
114PIMCO Intermediate Muni Bd Trade Fd ETF72201R86635,976$1.9M0.22%
115WisdomTree Floating Rate Treasury Fund NewWT37,564$1.9M0.22%
116PNC Financial Services Group6934751059,944$1.8M0.21%
117Vanguard Whitehall Funds High Dividend Yield92194640614,247$1.8M0.21%
118Ishares Inc MSCI Mexico Investable46428682233,984$1.8M0.21%
119Zoetis Inc Com Cl AZTS9,299$1.8M0.21%
120American ExpressAXP6,652$1.8M0.21%
121Adobe Systems Inc.ADBE3,474$1.8M0.21%
122The Blackstone Group LPBX11,733$1.8M0.21%
123Waste Management Inc.94106L1098,639$1.8M0.21%
124Invesco S&P 500 High Div, Low Vol. PortIVZ34,994$1.8M0.20%
125IShares Tr Europe and Far East Index Fd46428746521,154$1.8M0.20%
126Bristol-Myers Squibb CO.CELG-RI33,948$1.8M0.20%
127Select Sector SPDR Tr Finl81369Y60538,258$1.7M0.20%
128Goldman Sachs Group Inc.GSCE3,488$1.7M0.20%
129TJX Companies Inc.87254010914,652$1.7M0.20%
130SPDR -Health Care81369Y20911,086$1.7M0.20%
131American Tower Corp03027X1007,315$1.7M0.19%
132First Trust PFD Secs & Income ETF33739E10893,925$1.7M0.19%
133Duke Energy CorpDUKB14,523$1.7M0.19%
134IShares Tr MSCI USA Min Volatility Index46429B69718,306$1.7M0.19%
135Communication Services Sel Sect SPDR ETF81369Y85218,464$1.7M0.19%
136Vanguard Bond Index Fund Inc Total Bond92193783521,455$1.6M0.18%
137T-Moble US IncTMUSZ7,695$1.6M0.18%
138Tesla Motors, Inc.TSLA6,044$1.6M0.18%
139Genuine PartsGPC11,281$1.6M0.18%
140Accenture PLCACN4,447$1.6M0.18%
141Vanguard Mid-Cap ETF9229086295,941$1.6M0.18%
142Avery Dennison Corp.AVY7,082$1.6M0.18%
143Vanguard Index Fd Growth ETF9229087364,042$1.6M0.18%
144MFC Wisdomtree TrustWT19,675$1.5M0.18%
145Target Corp.TGT9,874$1.5M0.18%
146CrowdStrike Holdings, Inc.CRWD5,463$1.5M0.18%
147Danaher Corp.2358511025,459$1.5M0.17%
148Otis Worldwide CorporationOTIS14,480$1.5M0.17%
149Vanguard Intermed Corp Bond Fund ETF92206C87017,708$1.5M0.17%
150Palo Alto Networks, Inc.PANW4,331$1.5M0.17%
151D. R. Horton Inc.23331A1097,620$1.5M0.17%
152Vanguard Total Intl Stock Index ETF92190976822,248$1.4M0.16%
153PIMCO Enchnaced Short Maturity Strgy72201R83314,303$1.4M0.16%
154Texas Instruments Inc8825081046,957$1.4M0.16%
155General Dynamics Corp.GD4,680$1.4M0.16%
156Wells Fargo & CO.94974610124,895$1.4M0.16%
157Blackrock Core Bond TrustBLK116,299$1.4M0.16%
158AT&T Inc.T-PC63,578$1.4M0.16%
159PIMCO Floating Rate Strategy Fund72201J104181,660$1.4M0.16%
160Invesco S&P 500 Equal Weight Tech ETFIVZ36,370$1.4M0.16%
161Linde Plc.LIN2,857$1.4M0.16%
162PIMCO Dynamic Income Fd72201Y10167,215$1.4M0.16%
163Walt Disney Company25468710614,116$1.4M0.16%
164Comcast Corp New CL ACCZ32,029$1.3M0.15%
165Ishares Russell Midcap Growth Index46428748111,401$1.3M0.15%
166iShares Trust S & P Pfd Stock Index46428868739,834$1.3M0.15%
167First Trust Low Duration Oppos ETF33739Q20026,653$1.3M0.15%
168IShares Tr S&P 500 Value Index Fund4642874086,653$1.3M0.15%
169First Trust Exchange-traded Fund Vi33741X10235,518$1.3M0.15%
170Real Estate Select Sector ETF81369Y86028,806$1.3M0.15%
171Norfolk Southern6558441085,171$1.3M0.15%
172Ishares Tr Barclays Short Tre46428867911,573$1.3M0.15%
173Ishares Treasury Floating Rate New ETF46434V86025,150$1.3M0.15%
174Travelers COS IncTRV5,401$1.3M0.14%
175Analog Devices Inc.ADI5,448$1.3M0.14%
176SPDR Nuveen S&P High Yield Muni Bd ETF78464A28447,481$1.2M0.14%
177First Trust Morningstar Dividend Leaders Ind33691710929,644$1.2M0.14%
178First Trust Rising Dividend Achievers ETF33738R50620,883$1.2M0.14%
179First Trust Capital Strength ETF33733E10413,553$1.2M0.14%
180Starbucks corpSBUX12,607$1.2M0.14%
181FILO LLCLL00000121$1.2M0.14%
182VanEck Vectors Semiconductor ETF92189F6764,890$1.2M0.14%
183iShares Russell Top 200 Growth ETF4642894385,431$1.2M0.14%
184SPDR Russell Small Cap Completeness ETF78464A84721,850$1.2M0.14%
185Select Sector SPDR Tr Energy81369Y50613,574$1.2M0.14%
186Invesco Exch Trd Slf Idx Fd Tr Bulshs 2025 MuIVZ48,650$1.2M0.14%
1873M CompanyMMM8,692$1.2M0.14%
188AON PLC SHS CL AAON3,424$1.2M0.14%
189ALPS ETF TR ALERIAN MLP00162Q45225,027$1.2M0.13%
190Pacer Trendpilot 750 ETF69374H10522,410$1.2M0.13%
191Colgate-Palmolive CO.CL11,337$1.2M0.13%
192Vanguard MSCI European ETF92204287416,515$1.2M0.13%
193Allstate Corp.ALL-PJ6,165$1.2M0.13%
194Arista Networks, Inc.ANET3,042$1.2M0.13%
195Mondelez International Inc.60920710515,771$1.2M0.13%
196Blackrock Etf T/u S Equity Factor RBLK23,425$1.2M0.13%
1978700 Menaul Properties LLCLL00000151$1.1M0.13%
198Emerson Electric CompanyEMR10,389$1.1M0.13%
199Invesco NASDAQ 100 ETFIVZ5,634$1.1M0.13%
200Uber Technologies, Inc.UBER15,027$1.1M0.13%
201Blackrock Inc Cl ABLK1,188$1.1M0.13%
202IShares Tr S&P MidCap 400 Growth Index Fund46428760612,227$1.1M0.13%
203IShares Russell Midcap Value Index4642874738,488$1.1M0.13%
204Cincinnati Financial Corp.1720621018,233$1.1M0.13%
205Spdr S Tr/spdr Bloomberg Barclays 378468R52311,178$1.1M0.13%
206IShares Tr. Goldman Sachs Corp Bond Fund4642872429,844$1.1M0.13%
207Rockwell Automation Inc.ROK4,131$1.1M0.13%
208SPDR Russell 3000 ETF78464A80515,774$1.1M0.13%
209Vanguard Tax-Exempt Bond ETF92290774621,565$1.1M0.13%
210IShares EAFE Growth Index Fd46428888510,147$1.1M0.12%
211Republic Svcs Inc7607591005,436$1.1M0.12%
212IShares Trust MSCI EAFE Value46428887718,961$1.1M0.12%
213American Electric Power CO., Inc.02553710110,627$1.1M0.12%
214Vanguard Short-Term Infl-Prot Secs ETF92202080522,053$1.1M0.12%
215IShares Dow Jones Select Dividend Index4642871688,015$1.1M0.12%
216Dimensional Etf/intl Core Etf25434V20333,990$1.1M0.12%
217SPDR Nuveen Barclays Muni Bd ETF78468R72123,011$1.1M0.12%
218CSX Corp.CSX31,092$1.1M0.12%
219JPMorgan Ultra-Short Income ETF46641Q83721,106$1.1M0.12%
220Avantis U.S. Equity ETF02507288511,215$1.1M0.12%
221iShares MSCI USA ESG Optimized ETF46435G4258,396$1.1M0.12%
222Mettler-Toledo International IncMTD705$1.1M0.12%
223Select Sector SPDR TR INDL81369Y7047,799$1.1M0.12%
224General Electric CO. New3696043015,586$1.1M0.12%
225iShares Core Dividend Growth46434V62116,689$1.0M0.12%
226First Trust Managed Muni ETF33739N10820,010$1.0M0.12%
227SPDR Portfolio Short Term Treasury ETF78468R10135,146$1.0M0.12%
228Advanced Micro Devices Inc ComAMD6,267$1.0M0.12%
229The Hershey CompanyHSY5,357$1.0M0.12%
230CBOE Vest S&P 500 Div Aristocrats Inc ETF33739Q70518,765$1.0M0.12%
231McKesson Corp.MCK2,055$1.0M0.12%
232Nike Inc Cl BNKE11,113$982,3490.11%
233SPDR Barclays Capital Long Term Treasury78464A66433,541$975,0370.11%
234Flextronics International Ltd.FLEX28,823$963,5530.11%
235Deere & CO.DE2,300$960,0310.11%
236U. S. Bancorp NewUSB-PS20,849$953,4120.11%
237Vanguard S&P 500 Growth ETF9219325052,689$928,4630.11%
238Tradeweb Mkts Inc Cl A8926721067,452$921,5890.11%
239SPDR Dow Jones Indl Average ETF Tr Unit Ser78467X1092,172$919,0170.11%
240Zebra Technologies Corp Cl AZBRA2,479$918,0230.10%
241SPDR Portfolio Aggregate Bond ETF78464A64935,075$916,8530.10%
242WisdomTree US Quality Dividend Gr ETFWT10,841$902,0800.10%
243Huntington Ingalls Inds Inc4464131063,401$899,1560.10%
244MFC Vanguard Information Tech ETF92204A7021,532$898,7570.10%
245United Parcel ServiceUPS6,520$889,0000.10%
246Vanguard Scotts/vanguard Russell 1092206C6809,205$888,4670.10%
247Carrier Global CorporationCARR11,004$885,7080.10%
248Phillips 66PSX6,683$878,4800.10%
249Vanguard Small-Cap ETF9229087513,672$871,0350.10%
250Illinois Tool Works Inc.4523081093,312$867,9760.10%
251Brown Forman Corp Cl ABF-B18,000$865,4400.10%
252Ab Active Etfs /ultra Short In Etf00039J10316,983$863,5010.10%
253Kla-Tencor Corp.KLAC1,114$862,6930.10%
254Marathon Petroleum Corp.MARA5,227$851,5310.10%
255MFC Blackrock Credit All Income Tr IVBLK75,180$848,0350.10%
256Elevance Health, IncELV1,628$846,4290.10%
257AFLAC Inc.AFL7,544$843,4660.10%
258J.p. Morgan Exchange-traded Fund Trust46641Q64716,450$843,3920.10%
259IShares High Dividend Equity46429B6637,170$843,3350.10%
260SPDR S&P Dividend ETF78464A7635,936$843,0940.10%
261ConocoPhillipsCOP8,006$842,8720.10%
262Cigna Corp1255231002,421$838,7310.10%
263J.p. Morgan Exchange-traded Fund Trust46641Q3998,087$837,6510.10%
264Kinder Morgan, Inc.EP-PC37,870$836,5480.10%
265Global X US Preferred ETF37954Y65739,769$826,4000.09%
266Lam Research Corp.LRCX1,011$825,0570.09%
267Medtronic PLCMDT9,155$824,2560.09%
268CVS/ Caremark Corp.CVS13,074$822,0930.09%
269PPG Industries, Inc.6935061076,194$820,4570.09%
270Nvent Electric PLC VotingNVT11,504$808,2710.09%
271Kimberly Clark Corp.KMB5,670$806,7120.09%
272Ishares Gold Tr Ishares NewIAU16,201$805,1900.09%
273Blackrock Institutional Trust Company N.a.46434G76413,174$805,0420.09%
274VanEck Vectors AMT-Free Short Muni Index ETF92189F52846,196$798,7290.09%
275Powell Industries, Inc.7391281063,590$796,9440.09%
276Goldman Sachs TreasuryAccess 0-1 Yr ETFNVGLF7,928$795,0990.09%
277SPDR Barclays Capital Short Term Corp Bd78464A47426,249$794,8200.09%
278SPDR Barclays Long Corp Term Bond ETF78464A36732,723$790,5880.09%
279General Mills Inc.37033410410,700$790,2180.09%
280IShares Tr Large Growth Index4642871199,368$787,2870.09%
281iShares Intl Dividend Growth46435G52410,521$784,7610.09%
282Becton, Dickinson & CO.BDX3,233$779,4310.09%
283Morgan StanleyMS-PQ7,476$779,2980.09%
284Casey's General Stores Inc.1475281032,072$778,4710.09%
285Air Products and Chemicals, Inc.AIIR2,593$772,0400.09%
286Boeing CO.BA-PA5,026$764,1530.09%
287IShares Russell 3000 Index Fund4642876892,320$758,0140.09%
288CME Group Inc Class ACME3,432$757,2190.09%
289Avantis International Equity ETF02507270311,205$751,0710.09%
290Blackrock Etf T/flexible In EtfBLK14,022$750,5980.09%
291Marriott International Inc. Class A5719032023,008$747,7280.09%
292The Trade Desk, Inc.88339J1056,759$741,1240.08%
293Booking Holdings IndBKNG175$737,5300.08%
294Truist Financial Corp89832Q10917,152$733,6020.08%
295FedEx Corp.FDX2,656$726,7730.08%
296IShares Tr Barclay 7-10 Year Treas Index Fd4642874407,404$726,4980.08%
297Paypal Holdings, Inc.PYPL9,266$723,0260.08%
298Constellation Energy CorporationCEG2,780$722,9630.08%
299Ansys Inc03662Q1052,268$722,6530.08%
300ASML Holding NV ADRASMLF859$715,7620.08%
301IShares Tr 20 plus Treas Index FD4642874327,263$712,5000.08%
302Chipotle Mexican Grill Inc Class ACMG12,346$711,3770.08%
303Brown Forman Inc. BBF-B14,426$709,7590.08%
304Shopify Inc.SHOP8,854$709,5600.08%
305Invesco Ultra Short Duration ETFIVZ14,088$706,9360.08%
306Global X NASDAQ 100 Covered Call ETF37954Y48339,126$705,8330.08%
307Oneok Inc.OKE7,731$704,5260.08%
308Dow IncDOW12,855$702,2690.08%
309Vanguard Index Tr REIT Viper Shs9229085537,159$697,3980.08%
310Consumer Staples Select Sector SPDR ETF81369Y3088,347$692,7640.08%
311Royal Dutch Shell PLC Spon ADRRYDAF10,484$691,4200.08%
312Microchip Technology Inc.MCHPP8,585$689,2900.08%
313JP Morgan Exchange - Traded FD Betabuilders46641Q2259,471$684,6590.08%
314Invesco Exch Trd Slf Idx Fd Tr Bulshs 2026 CbIVZ34,994$684,4830.08%
315IShares Tr Barclay 1-3 Years4642874578,206$682,3290.08%
316Vanguard Pacific ETF9220428668,678$680,2680.08%
317SPDR Portfolio MSCI Global Stock Market ETF78463X47510,485$679,1130.08%
318Blackrock Institutional Trust Company N.a.4642886126,309$675,6940.08%
319MetLife Inc.MET-PF8,009$660,5820.08%
320O'Reilly Automotive, Inc New67103H107571$657,5640.08%
321IShares Tr S&P SmallCap 600 Growth Index Fund4642878874,708$656,7190.08%
322Yum Brands Inc.YUM4,697$656,2010.08%
323Global X U.S. Infrastructure Development ETF37954Y67315,920$655,2670.07%
324IShares Tr Russell 2000 Value Index Fd4642876303,928$655,1860.07%
325Global X S&P 500 Covered Call ETF37954Y47515,726$652,6290.07%
326Realty Income CorporationO10,187$646,0640.07%
327Dimensional Etf/us Marketwide Value25434V72415,435$643,4650.07%
328Paychex Inc.PAYX4,762$638,9850.07%
329Church & Dwight CO., Inc.CHD6,076$636,2790.07%
330First Trust TCWOpportunistic Fxd Inc ETF33740F80514,012$633,9030.07%
331Dimensional Etf/emerging Mkts Core25434V30222,963$629,4060.07%
332IShares Tr Emerging Markets Index46428723413,642$625,6220.07%
333iShares ESG MSCI EAFE ETF46435G5167,380$621,1750.07%
334iShares 0-5 Year TIPS Bond ETF46429B7476,127$620,7880.07%
335Citigroup Inc NewC-PR9,904$619,9900.07%
336MFC Vanguard Intl Equity Index FTSE All World9220427184,893$616,3720.07%
337Cap Grp Div Val/shs Creation Ut14020W10616,904$615,9820.07%
338First Trust Exchange-traded Fund Iv33738D80431,626$607,2190.07%
339Pulte Homes Inc.7458671014,223$606,1270.07%
340Intel Corp.INTC25,737$603,7900.07%
341ETF Schwab Emerging Market80852470620,680$603,4420.07%
342Rbb Fd Inc/us Treas 6 Month B Etf74933W46011,997$602,2490.07%
343Arthur J. Gallagher & CO.3635761092,119$596,2460.07%
344First Trust Nasdaq Semiconductor ETF33738R8116,330$590,4620.07%
345Kinsale Capital Group Inc49714P1081,261$587,0840.07%
346Williams Company Inc.96945710012,830$585,6900.07%
347Vanguard Small Cap Value Fund9229086112,913$584,7870.07%
348iShares MSCI USA Momentum Factor ETF46432F3962,881$584,1520.07%
349BlackRock Municipal Target TermBLK26,917$581,9480.07%
350Intuit IncINTU934$579,9490.07%
351Schwab U.S. Large-Cap Growth ETF8085243005,552$578,3960.07%
352VanEck Vectors Morningstar Wide Moat ETF92189F6435,937$575,5920.07%
353ProShares Trust S&P 500 Div Aristocrats ETF74348A4675,382$574,5560.07%
354Total Energies SE ADRTTE8,845$571,5640.07%
355Vanguard Intl Hi Div Yld Inx ETF9219467947,758$569,5920.07%
356Cummins IncCMI1,743$564,3660.06%
357Unilever PLC ADRUNLYF8,677$563,6580.06%
358Pacer US Small Cap Cash Cows 100 ETF69374H85712,092$562,5200.06%
359Vanguard Mega Cap 300 Index ETF9219108732,707$559,3740.06%
360Invesco Exchang/s&p 500 Equal WeighIVZ17,350$559,1910.06%
361Novartis AG ADRNVSEF4,821$554,5490.06%
362iShares Core International Aggt Bd ETF46435G67210,700$554,4550.06%
363Neogen Corp.NEOG32,960$554,0580.06%
364Digital Realty Trust Inc2538681033,417$553,0000.06%
365Vanguard Bond ETF92206C4096,957$552,5250.06%
366Vaneck Vectors AMT-Free Interim Muni ETF92189H20111,513$540,5350.06%
367Invesco S&P 500 Top 50 ETFIVZ11,337$538,8480.06%
368MFC Ishares TR Dow Jones Aerospace4642887603,598$538,4690.06%
369Mercadolibre, Inc.MELI262$537,6140.06%
370Amplify CWP Enhanced Dividend Income ETF03210840912,981$534,6840.06%
371iShares Floating Rate Note46429B65510,358$528,6520.06%
372Electronics Arts Cl AEA3,635$521,4040.06%
373Cap Grp Gr Etf/shs Creation Ut14020G10114,963$520,5630.06%
374I Shares Trust Barclays Credit4642886209,894$520,2270.06%
375WEC Energy Group IncWEC5,389$518,3140.06%
376Cleveland Cliffs Inc.CLF40,531$517,5810.06%
377Boston Scientific CorpBSX6,146$515,0350.06%
378IShares Tr Nasdaq Biotechnology Index Fd4642875563,496$509,0180.06%
379KellanovaBEKE6,304$508,7960.06%
380Capital Group Fixed Income Etf Trust14020Y20118,507$508,2020.06%
381Avantis U.S. Small Cap Value Fund ETF0250728775,292$507,7310.06%
382Dupont DE Nemours IncDD5,691$507,1250.06%
383SPDR Mortgage Backed Bond ETF78464A38322,440$505,5730.06%
384SPDR Blackstone/GSO Senior Loan ETF78467V60812,100$505,3050.06%
385SPDR S&P 600 Small Cap Growth ETF78464A2015,368$499,7980.06%
386Lincoln Electric Holdings Inc.5339001062,589$497,1400.06%
387SPDR Bloomberg Barclays High Yiedl ETF78468R6225,076$496,3820.06%
388Prudential FinancialPUKPF4,092$495,5410.06%
389Invesco Pfd ETFIVZ39,960$493,5030.06%
390Select Sector SPDR TR CNSMR81369Y4072,450$490,8930.06%
391Dennis, George & Larry LLCLL00000131$487,8220.06%
392SPDR Index Shares Fds S&P Emerging Market ETF78463X50911,803$487,2330.06%
393Fiserv Inc.FISV2,709$486,6720.06%
394Enterprise Products Partners LP29379210716,667$485,1890.06%
395Corning Inc.GLW10,648$480,7570.05%
396ProLogis Inc.PLDGP3,795$479,2330.05%
397Dimensional World Ex US Core Equity 2 ETF25434V88017,693$477,8880.05%
398Ishares Trust Lehman Agency Bond Fund4642881664,320$476,9280.05%
399Vanguard Long Term Corp Bond Idx92206C8135,869$476,7390.05%
400iShares ESG MSCI EM ETF46434G86313,079$476,2060.05%
401Autozone Inc.AZO151$475,6560.05%
402Sector SPDR Tr Shs Materials81369Y1004,917$473,9000.05%
403SPDR Wells Fargo Preferred Stk. ETF78464A29213,269$473,1730.05%
404Invesco DWA Momentum ETFIVZ4,578$472,7240.05%
405Invesco Exchange S&P 500 Equal ETFIVZ6,847$472,3490.05%
406SPDR MSCI USA StrategicFactors ETF78468R8122,996$472,0200.05%
407Intuitive Surgical Inc.ISRG958$470,6370.05%
408Ecolab Inc.ECL1,843$470,5730.05%
409IShares Tr US Treas Inflation Protected Sec4642871764,224$466,6250.05%
410SPDR S&P 500 High Dividend ETF78468R78810,147$463,1970.05%
411Valero Energy CorpVLO3,430$463,1530.05%
412HCA Holdings IncHCA1,137$462,1110.05%
413Sysco Corp.SYY5,919$462,0120.05%
414Schwab U.S. Mid-Cap ETF8085245085,546$460,8170.05%
415Vanguard Utilities ETF92204A8762,645$460,3620.05%
416streetTRACKS DJ Wilshire US Mid Value78464A8395,784$459,5760.05%
417Pacer Trendpilot 100 ETF69374H3036,267$459,5590.05%
418Diageo PLC ADRDGEAF3,274$459,4260.05%
419CDW CorpCDW2,029$459,1630.05%
420SPDR SSGA Active Total Return78467V84811,083$458,8360.05%
421MFC IShares Tr MSCI ACWI Ex US ETF4642882407,976$456,3870.05%
422Vanguard Total World Stock Index ETF9220427423,809$455,9370.05%
423CBOE Holdings Inc12503M1082,215$453,7870.05%
424Invesco Dynamic Large Cap Growth ETFIVZ4,589$452,8850.05%
425Best Buy Inc.BBY4,378$452,2470.05%
426Vertex Pharmaceuticals Inc.VRTX964$448,3370.05%
427NASDAQ OMX Group, Inc.NDAQ6,124$447,1130.05%
428Bank New York Mellon Corp0640581006,205$445,8910.05%
429Invesco Exchange-traded Self-indexed Fund TruIVZ18,775$445,7190.05%
430Taiwan Semiconductor Mfg Co LTD ADR8740391002,561$444,7690.05%
431Franklin Templeton Etf TrustFGDL16,336$444,0120.05%
432iShares Core MSCI Total Intl Stk46432F8346,062$440,2830.05%
433Dimensional Etf/us Core Etf25434V10411,078$439,6700.05%
434Concera IncCOR1,945$437,8860.05%
435MFC Ishare High Yield Corp4642885135,452$437,7960.05%
436IShares Trust S & P Global Technology4642872915,298$437,2440.05%
437Dimensional ETF Tr - Dimnstl US Small Cap ETF25434V5006,732$436,6440.05%
438SPDR Barclays Capital Conv Secs ETF78464A3595,677$434,8010.05%
439Etf Opportuniti/applied Fin Valuati26923N40512,065$434,3100.05%
440Rbb Fd Inc/us Treas 3 Month B Etf74933W4528,628$431,7450.05%
441WisdomTree Trust Midcap Div FdWT8,439$431,4860.05%
442SPDR Series Tr DJ Wilshire Small Cap Val ETF78464A3004,932$428,1940.05%
443Nucor Corp.NUE2,840$426,9660.05%
444Invesco FTSE RAFI U S 1000 ETFIVZ10,503$426,7370.05%
445Schwab Strategic Tr Intl Equity ETF80852480510,255$421,6860.05%
446IntercontinentalExchange, Inc.45866F1042,625$421,6800.05%
447SPDR Bloombeg Barclays Invt78468R20013,617$420,0840.05%
448Sabine Royalty Trust7856881026,800$420,0360.05%
449AGNC Investment Corp.00123Q10440,091$419,3520.05%
450Wells Fargo & Company Perpetual Pfd949746804326$418,3880.05%
451IShares MSCI Poland Investable Mkt Index46429B60617,224$417,5100.05%
452T. Rowe Price Group Inc.TROW3,819$416,0040.05%
453MFC Ishare TR Dow Jones US Medical4642888107,021$415,7900.05%
454J.p. Morgan Exchange-traded Fund Trust46641Q7617,308$413,4260.05%
455WisdomTree Emerging Markets Equity Inc.WT9,388$413,1800.05%
456VICI Properties Inc92565210912,388$412,6440.05%
457Toll Bros. Inc.TOL2,662$411,2520.05%
458Ameriprise Financial, Inc.03076C106870$408,8330.05%
459Gilead Sciences Inc.GILD4,861$407,5460.05%
460American Century Diversified Muni Bond ETF0250725057,884$405,3950.05%
461iShares 1-5 Yr Invest Grade Corp Bond ETF4642886467,668$403,7970.05%
462Invesco S&P 500 Equal Wght Con Discy ETFIVZ7,698$401,1430.05%
463Dell Tech Inc. Cl CDELL3,375$400,0730.05%
464Micron Technology, Inc.MU3,851$399,3870.05%
465Dimensional Etf/u S Equity Etf25434V4016,400$398,0800.05%
466Amphenol Corp0320951016,047$394,0230.05%
467J.p. Morgan Exchange-traded Fund Trust46641Q1186,457$393,5950.05%
468IShares Intermediate Credit4642886387,322$393,3380.04%
469Invesco BulletShares 2024 Municipal Bond ETFIVZ15,792$391,9570.04%
470Diensional ETF Tr Dimnsl US Target Value ETF25434V6097,032$391,1900.04%
471Consolidated Edison Inc.ED3,755$391,0080.04%
472First Trust High Yield Long/Short ETF33738D4089,303$390,3540.04%
473Ares Capital CorporationARCC18,578$389,0310.04%
474Vanguard Index Funds Mid Cap Value Index9229085122,320$388,9940.04%
475MLP Energy Transfer Equity LP Com UnitET-PI24,213$388,6190.04%
476iShares Cali AMT-Free Muni Bond ETF4642883566,684$388,4260.04%
477Vanguard Russell 2000 Index ETF92206C6644,339$387,7330.04%
478LyondellBasell Industries NVLYB4,029$386,3380.04%
479Clorox CO.CLX2,362$384,7930.04%
480Iron Mountain Inc.46284V1013,226$383,3460.04%
481Invesco S&P 500 Weight ETFIVZ7,484$383,2560.04%
482American Century U.S. Quality Growth ETF0250723074,168$379,5380.04%
483SPDR S&P Aerospace & Defence ETF78464A6312,408$378,8750.04%
484DBX ETF Tr - Xtrackers S&P 500 ESG ETF2330511437,180$377,5240.04%
485Vanguard Bond Index Fund Inc Short Term9219378274,791$377,0040.04%
486J.p. Morgan Exchange-traded Fund Trust46654Q7406,015$376,9600.04%
487Invesco Exchange S & P 500 LowIVZ5,236$375,6100.04%
488Ark ETF Tr Fintech Innova00214Q70812,584$375,2550.04%
489iShares iBonds Dec 2024 Term Trsy ETF46436E87415,594$374,2560.04%
490J.p. Morgan Exchange-traded Fund Trust46654Q6094,852$373,0220.04%
491Crown Castle International Corp NewCCI3,138$372,2610.04%
492Ishares Trust JPMorgan USD Emerging4642882813,913$366,1790.04%
493WR Berkley Corp.WRB-PH6,413$363,8090.04%
494Enbridge Inc.ENNPF8,927$362,5250.04%
495PPL Corp.PPLC10,921$361,2800.04%
496SPDR Gold MiniShares New ETFGLDW6,894$359,3840.04%
497Expeditors International of Washington Inc3021301092,728$358,4160.04%
498Ab Active Etfs /short Duration High00039J8309,901$355,9410.04%
499Simon Property Group Inc8288061092,104$355,6180.04%
500Invesco S&P 500 Pure Value ETFIVZ3,992$354,9690.04%