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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 2024 · Filed February 5, 2025 · Accession 0001277557-25-000001

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

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1Apple Inc.AAPL142,508$35.7M4.17%
2Microsoft Corp.MSFT76,469$32.2M3.77%
3Nvidia CorpNVDA141,032$18.9M2.21%
4SPDR S&P 500 ETFSPY30,423$17.8M2.08%
5Amazon.ComAMZN75,105$16.5M1.93%
6IShares S&P 500 Index Fd46428720022,157$13.0M1.52%
7ALPHABET INC CLASS AGOOG67,590$12.8M1.50%
8Broadcom IncAVGO43,744$10.1M1.19%
9Invesco QQQ TrustIVZ19,446$9.9M1.16%
10Vanguard Total Stock Market ETF92290876933,569$9.7M1.14%
11J P Morgan Chase & CO.VYLD39,415$9.4M1.10%
12Eli Lilly & CO.LLY11,430$8.8M1.03%
13Vanguard Index Funds S&P 500 ETF92290836315,904$8.6M1.00%
14Procter & Gamble CO.74271810949,429$8.3M0.97%
15SPDR S&P 500 Growth ETF78464A40987,890$7.7M0.90%
16ALPHABET INC CLASS CGOOG37,712$7.2M0.84%
17IShares Tr S&P Midcap 400 Index Fund464287507109,244$6.8M0.80%
18Home Depot Inc.HD17,303$6.7M0.79%
19IShares Core MSCI EAFE46432F84294,917$6.7M0.78%
20AbbVie, Inc.ABBV36,384$6.5M0.76%
21Johnson & JohnsonJNJ43,306$6.3M0.73%
22Berkshire Hathaway Inc DE Cl B NewBRK-A13,395$6.1M0.71%
23Exxon Mobil CorpXOM54,953$5.9M0.69%
24Meta Platforms Inc Cl AMETA9,751$5.7M0.67%
25IShares Tr S&P Smallcap 600 Index46428780447,808$5.5M0.64%
26McDonald's Corp.MCD18,106$5.2M0.61%
27Mastercard Inc Cl AMA9,826$5.2M0.60%
28Vanguard FTSE Developed Mkts ETF921943858106,430$5.1M0.59%
29IShares Russell 2000 Index46428765522,535$5.0M0.58%
30IShares Tr Russell 1000 Growth Index Fd46428761412,264$4.9M0.58%
31SPDR S&P 500 Value ETF78464A50893,898$4.8M0.56%
32Costco Wholesale Corp New22160K1055,209$4.8M0.56%
33Wal-Mart Stores Inc.WMT51,503$4.7M0.54%
34Pepsico Inc.PEP30,485$4.6M0.54%
35Oracle Corp.ORCL-PD27,631$4.6M0.54%
36Chevron CorporationCVX30,225$4.4M0.51%
37Dimensional ETF Tr- Dimsnl US Core Equity 225434V708125,363$4.3M0.51%
38Merck & Co Inc NewMRK43,037$4.3M0.50%
39Ishares Trust Ishares S&P National Municipal46428841439,953$4.3M0.50%
40IShares Core Total Bond Mkt46428722643,597$4.2M0.49%
41Visa Inc Class AV12,581$4.0M0.46%
42Raytheon Technology CorpRTX34,236$4.0M0.46%
43IShares Barclay U.S. Treasury46429B267168,902$3.9M0.45%
44ISHARES MSCI USA QUAL FACTOR ETF46432F33921,295$3.8M0.44%
45UnitedHealth Group IncUNH7,331$3.7M0.43%
46Sherwin-Williams CO.SHW10,862$3.7M0.43%
47iShares Core S&P US Growth ETF46428767125,682$3.6M0.42%
48IShares S&P 1500 Index46428715027,617$3.6M0.42%
49Phillip Morris International71817210929,491$3.5M0.41%
50Union Pacific Corp.UNP15,561$3.5M0.41%
51Bank of America Corporation06050510476,975$3.4M0.40%
52Cintas Corp.CTAS18,166$3.3M0.39%
53IShares S&P 500 Growth Index Fund46428730932,432$3.3M0.38%
54IShares Tr Barclays MBS Bond Fd46428858835,030$3.2M0.38%
55Tesla Motors, Inc.TSLA7,951$3.2M0.38%
56Northrop Grumman Corp.NOC6,803$3.2M0.37%
57SPDR Barclays 1-3 Month T Bill New78468R66334,440$3.1M0.37%
58Caterpillar Inc.CAT8,453$3.1M0.36%
59Nextera Energy Inc.NEE-PW42,636$3.1M0.36%
60Automatic Data Processing Inc.ADP9,830$2.9M0.34%
61Salesforce.com IncCRM8,588$2.9M0.34%
62International Business Machines Corp.INTR13,020$2.9M0.33%
63Chubb LTDCB10,232$2.8M0.33%
64Verizon CommunicationsVZ70,546$2.8M0.33%
65Invesco S&P 500 Weight ETFIVZ15,534$2.7M0.32%
66Cisco Systems Inc.CSCO45,867$2.7M0.32%
67Vanguard Value ETF92290874415,952$2.7M0.32%
68Invesco Ultra Short Duration ETFIVZ53,456$2.7M0.31%
69Marsh & McLennan Cos. Inc.57174810212,549$2.7M0.31%
70SPDR Portfolio Developed World ex-US ETF78463X88977,618$2.6M0.31%
71Eaton Corporation PLCETN7,961$2.6M0.31%
72Netflix Inc.NFLX2,942$2.6M0.31%
73Honeywell International Inc.43851610611,561$2.6M0.31%
74Stryker Corp.SYK7,234$2.6M0.30%
75Amgen Inc.AMGN9,955$2.6M0.30%
76Abbott LaboratoriesABLZF22,868$2.6M0.30%
77Invesco Exchange W&P 500 QualityIVZ38,387$2.6M0.30%
78Constellation Brands Inc. Class ASTZ11,533$2.5M0.30%
79SPDR Barclays Intermediate Term Trs ETF78464A67289,142$2.5M0.29%
80IShares Tr Russell 1000 Value Index Fd46428759813,334$2.5M0.29%
81Novo-Nordisk a/s ADRNONOF28,598$2.5M0.29%
82Progressive Corp.74331510310,231$2.5M0.29%
83iShares Core Total USD Bond Market ETF46434V61353,528$2.4M0.28%
84MFC Ishare TR Dow Jones US Technology46428772115,082$2.4M0.28%
85IShares Russell Mid Cap46428749926,911$2.4M0.28%
86Thermo Fisher Scientific, Inc.TMO4,559$2.4M0.28%
87SPDR Russell 1000 ETF78464A85434,335$2.4M0.28%
88SPDR Russell 2000 ETF78468R85352,601$2.4M0.28%
89Qualcomm Inc.QCOM15,094$2.3M0.27%
90Select Sector SPDR Tr Technology81369Y8039,785$2.3M0.27%
91SPDR S&P MIDCAP 400 ETF Tr Unit Ser 1 StdMDY3,981$2.3M0.27%
92Vanguard FTSE Emerging Markets ETF92204285851,192$2.3M0.26%
93Chipotle Mexican Grill Inc Class ACMG36,984$2.2M0.26%
94SPDR Gold SharesGLD9,195$2.2M0.26%
95Altria Group Inc. Com.MO42,461$2.2M0.26%
96Vanguard Specialized Portfolios Dividend ETF92190884411,265$2.2M0.26%
97Coca-Cola CO.KO35,375$2.2M0.26%
98JPMorgan Ultra-Short Municipal Income ETF46641Q65443,105$2.2M0.26%
99Schwab U.S. Dividend Equity ETF80852479778,663$2.1M0.25%
100iShares Russell 3000 Value Index46428766323,125$2.1M0.25%
101First Tr Exchng Traded Fd VIII CBOE Vest US E33740F75569,965$2.1M0.25%
102SPDR Barclays Interm Term Corp Bd ETF78464A37564,859$2.1M0.25%
103Lockheed Martin Corp.LMT4,315$2.1M0.25%
104IShares Core MSCI Emerging Mkts ETF46434G10338,934$2.0M0.24%
105First Trust Enhanced Short Maturity ETF33739Q40833,969$2.0M0.24%
106Goldman Sachs Group Inc.GSCE3,544$2.0M0.24%
107Vanguard Mid-Cap ETF9229086297,552$2.0M0.23%
108American ExpressAXP6,634$2.0M0.23%
109Southern CO.SOMN23,883$2.0M0.23%
110PGIM Ultra Short Bond ETF69344A10739,548$2.0M0.23%
111PNC Financial Services Group69347510510,122$2.0M0.23%
112First Tr Value Line Dividend Index Fd33734H10644,556$1.9M0.23%
113The Blackstone Group LPBX11,173$1.9M0.23%
114Parker-Hannifin Corp.PH2,984$1.9M0.22%
115Lowe's Cos.5486611077,658$1.9M0.22%
116Bristol-Myers Squibb CO.CELG-RI33,343$1.9M0.22%
117Pacer US Cash Cows 100 ETF69374H88133,248$1.9M0.22%
118S&P Global IncSPGI3,755$1.9M0.22%
119PIMCO Intermediate Muni Bd Trade Fd ETF72201R86635,542$1.8M0.21%
120Vanguard Whitehall Funds High Dividend Yield92194640614,392$1.8M0.21%
121Wells Fargo & CO.94974610126,119$1.8M0.21%
122CrowdStrike Holdings, Inc.CRWD5,339$1.8M0.21%
123Invesco S&P 500 High Div, Low Vol. PortIVZ37,606$1.8M0.21%
124Utilities Select Sector SPDR81369Y88623,489$1.8M0.21%
125Select Sector SPDR Tr Finl81369Y60536,750$1.8M0.21%
126IShares Tr Europe and Far East Index Fd46428746523,410$1.8M0.21%
127Waste Management Inc.94106L1098,619$1.7M0.20%
128Vanguard Index Fd Growth ETF9229087364,192$1.7M0.20%
129Duke Energy CorpDUKB15,931$1.7M0.20%
130T-Moble US IncTMUSZ7,732$1.7M0.20%
131MFC Wisdomtree TrustWT21,349$1.7M0.19%
132TJX Companies Inc.87254010913,639$1.6M0.19%
133Pfizer, Inc.PFE60,564$1.6M0.19%
134IShares Tr MSCI USA Min Volatility Index46429B69718,054$1.6M0.19%
135WisdomTree Floating Rate Treasury Fund NewWT31,795$1.6M0.19%
136Vanguard Bond Index Fund Inc Total Bond92193783522,205$1.6M0.19%
137Palo Alto Networks, Inc.PANW8,732$1.6M0.19%
138United Rentals Inc.URI2,250$1.6M0.19%
139CBOE Vest S&P 500 Div Aristocrats Inc ETF33739Q70531,419$1.6M0.18%
140Invesco NASDAQ 100 ETFIVZ7,416$1.6M0.18%
141Uber Technologies, Inc.UBER25,408$1.5M0.18%
142First Trust Rising Dividend Achievers ETF33738R50625,909$1.5M0.18%
143Communication Services Sel Sect SPDR ETF81369Y85215,660$1.5M0.18%
144Ishares Russell Midcap Growth Index46428748111,851$1.5M0.18%
145Accenture PLCACN4,253$1.5M0.17%
146Zoetis Inc Com Cl AZTS9,023$1.5M0.17%
147First Trust Exchange-traded Fund Vi33741X10240,333$1.4M0.17%
148Franklin Temple/franklin Ftse MexicFGDL62,295$1.4M0.17%
149Walt Disney Company25468710612,752$1.4M0.17%
150AT&T Inc.T-PC62,033$1.4M0.17%
151PIMCO Floating Rate Strategy Fund72201J104186,705$1.4M0.16%
152First Trust PFD Secs & Income ETF33739E10878,181$1.4M0.16%
153ALPS ETF TR ALERIAN MLP00162Q45228,621$1.4M0.16%
154First Trust Capital Strength ETF33733E10415,608$1.4M0.16%
155Schwab Strategi/us Broad Mkt Etf80852410260,000$1.4M0.16%
156Invesco S&P 500 Equal Weight Tech ETFIVZ36,216$1.4M0.16%
157Target Corp.TGT9,988$1.4M0.16%
158Avery Dennison Corp.AVY7,209$1.3M0.16%
159Otis Worldwide CorporationOTIS14,339$1.3M0.16%
160IShares Tr S&P MidCap 400 Growth Index Fund46428760614,311$1.3M0.15%
161American Tower Corp03027X1007,087$1.3M0.15%
162SPDR -Health Care81369Y2099,400$1.3M0.15%
163Emerson Electric CompanyEMR10,433$1.3M0.15%
164PIMCO Dynamic Income Fd72201Y10169,403$1.3M0.15%
165Blackrock Finance IncBLK1,240$1.3M0.15%
166iShares Trust S & P Pfd Stock Index46428868740,312$1.3M0.15%
167MFC Blackrock Credit All Income Tr IVBLK120,820$1.3M0.15%
168Adobe Systems Inc.ADBE2,841$1.3M0.15%
169Ishares Treasury Floating Rate New ETF46434V86025,021$1.3M0.15%
170Texas Instruments Inc8825081046,727$1.3M0.15%
171Travelers COS IncTRV5,212$1.3M0.15%
172SPDR Russell Small Cap Completeness ETF78464A84722,935$1.3M0.15%
173iShares Russell Top 200 Growth ETF4642894385,328$1.3M0.15%
174JPMorgan Ultra-Short Income ETF46641Q83724,873$1.3M0.15%
175Blackrock Core Bond TrustBLK118,524$1.2M0.14%
176AON PLC SHS CL AAON3,444$1.2M0.14%
177First Trust Morningstar Dividend Leaders Ind33691710930,644$1.2M0.14%
178First Trust Low Duration Oppos ETF33739Q20025,329$1.2M0.14%
179IShares Tr S&P 500 Value Index Fund4642874086,451$1.2M0.14%
180Palantir Technologies Inc. Cl APLTR16,275$1.2M0.14%
181SPDR Nuveen S&P High Yield Muni Bd ETF78464A28447,731$1.2M0.14%
182McKesson Corp.MCK2,142$1.2M0.14%
183Pacer Trendpilot 750 ETF69374H10522,810$1.2M0.14%
184Norfolk Southern6558441085,137$1.2M0.14%
185Applied Materials Inc.0382221057,412$1.2M0.14%
186Cincinnati Financial Corp.1720621018,357$1.2M0.14%
187General Dynamics Corp.GD4,538$1.2M0.14%
188Invesco Exch Trd Slf Idx Fd Tr Bulshs 2025 MuIVZ48,650$1.2M0.14%
189Select Sector SPDR Tr Energy81369Y50613,718$1.2M0.14%
190Blackrock Etf T/u S Equity Factor RBLK22,859$1.2M0.14%
191VanEck Vectors Semiconductor ETF92189F6764,820$1.2M0.14%
192IShares Russell Midcap Value Index4642874739,023$1.2M0.14%
193WisdomTree US Quality Dividend Gr ETFWT14,387$1.2M0.14%
194SPDR Portfolio Aggregate Bond ETF78464A64946,415$1.2M0.14%
195Comcast Corp New CL ACCZ30,507$1.1M0.13%
196Allstate Corp.ALL-PJ5,935$1.1M0.13%
197Vanguard Tax-Exempt Bond ETF92290774622,631$1.1M0.13%
198Spdr S Tr/spdr Bloomberg Barclays 378468R52311,434$1.1M0.13%
199Select Sector SPDR TR INDL81369Y7048,559$1.1M0.13%
200Vanguard Intermed Corp Bond Fund ETF92206C87013,940$1.1M0.13%
201Flextronics International Ltd.FLEX29,084$1.1M0.13%
202Vanguard Small-Cap ETF9229087514,646$1.1M0.13%
203Starbucks corpSBUX12,199$1.1M0.13%
204Republic Svcs Inc7607591005,456$1.1M0.13%
205SPDR Nuveen Barclays Muni Bd ETF78468R72123,880$1.1M0.13%
206Arista Networks/sh NewANET9,751$1.1M0.13%
207D. R. Horton Inc.23331A1097,640$1.1M0.12%
208IShares Dow Jones Select Dividend Index4642871688,136$1.1M0.12%
209Vanguard Total Intl Stock Index ETF92190976818,083$1.1M0.12%
210Vanguard MSCI European ETF92204287416,647$1.1M0.12%
2113M CompanyMMM8,146$1.1M0.12%
212PIMCO Enchnaced Short Maturity Strgy72201R83310,464$1.0M0.12%
213Deere & CO.DE2,463$1.0M0.12%
214Avantis International Equity ETF02507270316,914$1.0M0.12%
215Linde Plc.LIN2,473$1.0M0.12%
216First Trust Managed Muni ETF33739N10820,210$1.0M0.12%
217U. S. Bancorp NewUSB-PS21,548$1.0M0.12%
218Vanguard Short-Term Infl-Prot Secs ETF92202080521,256$1.0M0.12%
219Avantis U.S. Equity ETF02507288510,553$1.0M0.12%
220IShares EAFE Growth Index Fd46428888510,548$1.0M0.12%
221SPDR Portfolio Short Term Treasury ETF78468R10134,978$1.0M0.12%
222iShares MSCI USA ESG Optimized ETF46435G4257,866$1.0M0.12%
223iShares Core Dividend Growth46434V62116,422$1.0M0.12%
224Dimensional Etf/intl Core Etf25434V20334,036$993,8580.12%
225Tradeweb Mkts Inc Cl A8926721067,576$991,8500.12%
226CSX Corp.CSX30,668$989,6520.12%
227SPDR Dow Jones Indl Average ETF Tr Unit Ser78467X1092,323$988,4370.12%
228Vanguard S&P 500 Growth ETF9219325052,689$984,3130.12%
229IShares Trust MSCI EAFE Value46428887718,668$979,4910.11%
230Danaher Corp.2358511024,175$958,3710.11%
231Zebra Technologies Corp Cl AZBRA2,479$957,4390.11%
232J.p. Morgan Exchange-traded Fund Trust46641Q64719,074$956,5600.11%
233Kinder Morgan, Inc.EP-PC34,577$947,4100.11%
234IShares Tr. Goldman Sachs Corp Bond Fund4642872428,775$937,5210.11%
235Vanguard Scotts/vanguard Russell 1092206C6809,075$937,4480.11%
236Shopify Inc.SHOP8,671$921,9870.11%
237The Hershey CompanyHSY5,438$920,9110.11%
238Rockwell Automation Inc.ROK3,203$915,4850.11%
239Ishares Gold Tr Ishares NewIAU18,421$912,0240.11%
240American Electric Power CO., Inc.0255371019,887$911,8780.11%
241Oneok Inc.OKE9,061$909,7240.11%
242SPDR Russell 3000 ETF78464A80512,703$907,3490.11%
243MFC Vanguard Information Tech ETF92204A7021,439$894,9920.10%
244Mondelez International Inc.60920710514,782$882,9290.10%
245Colgate-Palmolive CO.CL9,682$880,1530.10%
246ConocoPhillipsCOP8,874$880,0350.10%
247Booking Holdings IndBKNG176$874,9240.10%
248Mettler-Toledo International IncMTD705$862,6940.10%
249Advanced Micro Devices Inc ComAMD7,108$858,5750.10%
250Real Estate Select Sector ETF81369Y86020,849$847,9320.10%
251Illinois Tool Works Inc.4523081093,337$846,1300.10%
252Blackrock Etf T/flexible In EtfBLK16,250$845,3220.10%
253Becton, Dickinson & CO.BDX3,721$844,2110.10%
254Nvent Electric PLC VotingNVT12,352$841,9120.10%
255Casey's General Stores Inc.1475281032,122$840,8000.10%
256Ab Active Etfs /ultra Short In Etf00039J10316,696$840,6440.10%
257Morgan StanleyMS-PQ6,624$832,7690.10%
258Analog Devices Inc.ADI3,890$826,5560.10%
259J.p. Morgan Exchange-traded Fund Trust46641Q3997,803$826,4940.10%
260CME Group Inc Class ACME3,542$822,5040.10%
261iShares MSCI USA Momentum Factor ETF46432F3963,917$810,5060.09%
262AFLAC Inc.AFL7,643$790,6230.09%
263VanEck Vectors AMT-Free Short Muni Index ETF92189F52846,196$789,4900.09%
264Phillips 66PSX6,896$785,6300.09%
265Nike Inc Cl BNKE10,382$785,5710.09%
266SPDR Barclays Capital Short Term Corp Bd78464A47426,194$782,1530.09%
267IShares Tr Large Growth Index4642871198,688$778,4450.09%
268General Electric CO. New3696043014,653$776,0900.09%
269SPDR Barclays Capital Long Term Treasury78464A66429,477$772,0030.09%
270Paypal Holdings, Inc.PYPL9,006$768,6620.09%
271IShares Russell 3000 Index Fund4642876892,280$762,0900.09%
272Ansys Inc03662Q1052,259$762,0280.09%
273IShares High Dividend Equity46429B6636,787$761,9090.09%
274Marriott International Inc. Class A5719032022,729$761,1590.09%
275Blackrock Institutional Trust Company N.a.46434G76413,581$753,0480.09%
276Carrier Global CorporationCARR10,997$750,6520.09%
277Blackrock Institutional Trust Company N.a.4642886127,187$749,1010.09%
278Cap Grp Div Val/shs Creation Ut14020W10621,081$743,3160.09%
279First Trust Exchange-traded Fund Vi33738R40735,680$742,8630.09%
280Powell Industries, Inc.7391281063,340$740,3110.09%
281Kimberly Clark Corp.KMB5,618$736,1680.09%
282Global X NASDAQ 100 Covered Call ETF37954Y48340,126$731,0960.09%
283PPG Industries, Inc.6935061076,112$730,0780.09%
284J.p. Morgan Exchange-traded Fund Trust46641Q76112,718$728,3730.09%
285SPDR Index Shares Fds S&P Emerging Market ETF78463X50918,835$722,6970.08%
286IShares Tr Barclay 1-3 Years4642874578,792$720,7680.08%
287General Mills Inc.37033410411,264$718,3260.08%
288Global X US Preferred ETF37954Y65736,814$718,2410.08%
289Ecolab Inc.ECL3,062$717,4880.08%
290Invesco S&P 500 Top 50 ETFIVZ14,359$717,3760.08%
291FedEx Corp.FDX2,538$713,8910.08%
292Air Products and Chemicals, Inc.AIIR2,450$710,5980.08%
293Boeing CO.BA-PA3,963$701,4510.08%
294Global X S&P 500 Covered Call ETF37954Y47516,726$700,8190.08%
295Citigroup Inc NewC-PR9,843$692,8490.08%
296Cap Grp Gr Etf/shs Creation Ut14020G10118,554$689,6520.08%
297IShares Tr Russell 2000 Value Index Fd4642876304,192$688,1190.08%
298SPDR BarCap ST High Yield Bond78468R40827,206$686,9520.08%
299SPDR S&P Dividend ETF78464A7635,181$684,4570.08%
300Vanguard Mega Cap 300 Index ETF9219108733,218$684,3400.08%
301Invesco Exch Trd Slf Idx Fd Tr Bulshs 2026 CbIVZ35,031$680,6520.08%
302Invesco Exchang/russell Midcap PureIVZ5,495$678,7970.08%
303Brown Forman Corp Cl ABF-B18,000$678,4200.08%
304Williams Company Inc.96945710012,534$678,3400.08%
305Medtronic PLCMDT8,486$677,8900.08%
306iShares Floating Rate Note46429B65513,286$676,0170.08%
307IShares Tr S&P SmallCap 600 Growth Index Fund4642878874,991$675,6320.08%
308Consumer Staples Select Sector SPDR ETF81369Y3088,571$673,7850.08%
309SPDR Portfolio MSCI Global Stock Market ETF78463X47510,459$662,3680.08%
310IShares Tr Barclay 7-10 Year Treas Index Fd4642874407,158$661,7730.08%
311Royal Dutch Shell PLC Spon ADRRYDAF10,485$656,8850.08%
312United Parcel ServiceUPS5,194$655,0220.08%
313Huntington Ingalls Inds Inc4464131063,444$650,8130.08%
314Paychex Inc.PAYX4,636$650,0600.08%
315Vanguard Index Tr REIT Viper Shs9229085537,146$636,5370.07%
316JP Morgan Exchange - Traded FD Betabuilders46641Q2259,009$635,9450.07%
317Church & Dwight CO., Inc.CHD6,050$633,4960.07%
318Dimensional Etf/us Marketwide Value25434V72415,435$631,5810.07%
319BlackRock Municipal Target TermBLK30,667$631,4360.07%
320The Trade Desk, Inc.88339J1055,362$630,1960.07%
321Select Sector SPDR TR CNSMR81369Y4072,802$628,6150.07%
322Constellation Energy CorporationCEG2,792$624,6900.07%
323First Trust TCWOpportunistic Fxd Inc ETF33740F80514,521$623,9770.07%
324iShares 0-5 Year TIPS Bond ETF46429B7476,176$621,3060.07%
325Digital Realty Trust Inc2538681033,471$615,5420.07%
326Truist Financial Corp89832Q10914,024$608,3720.07%
327Amplify CWP Enhanced Dividend Income ETF03210840914,981$606,4320.07%
328Arthur J. Gallagher & CO.3635761092,095$594,6890.07%
329Elevance Health, IncELV1,608$593,0980.07%
330Intuit IncINTU942$592,2270.07%
331Vaneck Vectors AMT-Free Interim Muni ETF92189H20112,833$591,6010.07%
332Schwab U.S. Large-Cap Growth ETF80852430021,166$589,8840.07%
333Global X U.S. Infrastructure Development ETF37954Y67314,585$589,3800.07%
334Cigna Corp1255231002,132$588,7300.07%
335iShares Intl Dividend Growth46435G5248,652$587,9900.07%
336MetLife Inc.MET-PF7,180$587,8980.07%
337Kinsale Capital Group Inc49714P1081,261$586,5290.07%
338J.p. Morgan Exchange-traded Fund Trust46654Q20310,357$583,9280.07%
339O'Reilly Automotive, Inc New67103H107488$578,6700.07%
340Vanguard Pacific ETF9220428668,140$578,2660.07%
341Dimensional Etf/emerging Mkts Core25434V30222,781$577,9450.07%
342Vanguard Intl Hi Div Yld Inx ETF9219467948,501$577,0480.07%
343Rbb Fd Inc/us Treas 6 Month B Etf74933W46011,497$575,2520.07%
344Columbia Multi-Sector Municipal Income ETF19761L60728,116$571,0360.07%
345Vanguard Bond ETF92206C4097,303$569,7070.07%
346Goldman Sachs TreasuryAccess 0-1 Yr ETFNVGLF5,678$567,3460.07%
347Vanguard Small Cap Value Fund9229086112,828$560,3690.07%
348MFC Vanguard Intl Equity Index FTSE All World9220427184,893$560,1960.07%
349WEC Energy Group IncWEC5,952$559,7260.07%
350IShares S&P MidCap 400 Value Index4642877054,472$558,8210.07%
351MFC Ishare High Yield Corp4642885137,097$558,1790.07%
352Brown Forman Inc. BBF-B14,642$556,1030.07%
353iShares ESG MSCI EAFE ETF46435G5167,280$554,2990.06%
354SPDR SSGA Active Total Return78467V84814,043$553,1540.06%
355Bank New York Mellon Corp0640581007,071$543,2650.06%
356SPDR MSCI USA StrategicFactors ETF78468R8123,496$541,3560.06%
357Invesco DWA Industrials Momentum ETFIVZ3,493$537,0840.06%
358Kla-Tencor Corp.KLAC850$535,6020.06%
359SPDR Blackstone/GSO Senior Loan ETF78467V60812,733$531,3540.06%
360Intuitive Surgical Inc.ISRG1,014$529,2670.06%
361iShares Core International Aggt Bd ETF46435G67210,585$528,3850.06%
362Enterprise Products Partners LP29379210716,758$525,5420.06%
363Unilever PLC ADRUNLYF9,252$524,5880.06%
364CVS/ Caremark Corp.CVS11,686$524,5850.06%
365Prudential FinancialPUKPF4,407$522,3620.06%
366ProShares Trust S&P 500 Div Aristocrats ETF74348A4675,227$520,3370.06%
367Realty Income CorporationO9,606$513,0490.06%
368Simon Property Group Inc8288061092,978$512,8410.06%
369KellanovaBEKE6,312$511,0830.06%
370Avantis U.S. Small Cap Value Fund ETF0250728775,288$510,4140.06%
371SPDR Mortgage Backed Bond ETF78464A38323,684$510,3900.06%
372Taiwan Semiconductor Mfg Co LTD ADR8740391002,575$508,5370.06%
373Invesco Exchang/s&p 500 Equal WeighIVZ17,350$508,3550.06%
374SPDR Barclays Long Corp Term Bond ETF78464A36722,723$505,1320.06%
375ASML Holding NV ADRASMLF728$504,5620.06%
376Novartis AG ADRNVSEF5,176$503,7090.06%
377Invesco Exchange S&P 500 Equal ETFIVZ6,847$495,5200.06%
378Invesco DWA Momentum ETFIVZ4,578$492,6390.06%
379Cummins IncCMI1,412$492,2230.06%
380Electronics Arts Cl AEA3,358$491,2750.06%
381ARK ETF Tr - ARK Innovation ETF00214Q1048,592$487,7910.06%
382Corning Inc.GLW10,227$485,9870.06%
383First Trust Exchange-traded Fund Iv33738D87920,036$485,6730.06%
384SPDR Bloomberg Barclays High Yiedl ETF78468R6225,076$484,6060.06%
385Invesco Pfd ETFIVZ41,934$483,4990.06%
386Pacer US Small Cap Cash Cows 100 ETF69374H85710,984$483,4060.06%
387Autozone Inc.AZO150$480,3000.06%
388Ameriprise Financial, Inc.03076C106896$477,1690.06%
389SPDR S&P 600 Small Cap Growth ETF78464A2015,271$476,2100.06%
390NASDAQ OMX Group, Inc.NDAQ6,110$472,3640.06%
391Invesco Dynamic Large Cap Growth ETFIVZ4,589$466,9080.05%
392Pacer Trendpilot 100 ETF69374H3036,267$463,8830.05%
393Ark ETF Tr Fintech Innova00214Q70812,492$462,8290.05%
394MFC Ishares TR Dow Jones Aerospace4642887603,179$462,1300.05%
395Fiserv Inc.FISV2,243$460,7570.05%
396CBOE Holdings Inc12503M1082,357$460,5580.05%
397VanEck Vectors Morningstar Wide Moat ETF92189F6434,956$459,5450.05%
398Janus Detroit Street Henderson AAA CLO ETF47103U8459,029$457,8460.05%
399ServiceNow, Inc.NOW431$456,9120.05%
400streetTRACKS DJ Wilshire US Mid Value78464A8395,690$456,3730.05%
401Schwab U.S. Mid-Cap ETF80852450816,389$454,1390.05%
402Mercadolibre, Inc.MELI267$454,0170.05%
403IShares Intermediate Credit4642886388,807$453,6490.05%
404IShares Trust S & P Global Technology4642872915,298$449,0060.05%
405Dimensional Etf/us Core Etf25434V10411,078$448,5320.05%
406Ishares Tr Barclays Short Tre4642886794,073$448,4780.05%
407Sysco Corp.SYY5,857$447,8010.05%
408Marathon Petroleum Corp.MARA3,189$444,8660.05%
409Lincoln Electric Holdings Inc.5339001062,364$443,1790.05%
410Invesco Exchange-traded Self-indexed Fund TruIVZ18,775$442,5270.05%
411ProLogis Inc.PLDGP4,186$442,4600.05%
412SPDR Barclays Capital Conv Secs ETF78464A3595,677$442,1820.05%
413Microchip Technology Inc.MCHPP7,688$440,9070.05%
414Sabine Royalty Trust7856881026,800$440,7080.05%
415First Trust Exchange-traded Fund Iv33738D80423,340$440,4340.05%
416Dimensional World Ex US Core Equity 2 ETF25434V88017,693$439,8480.05%
417First Trust Senior Loan33738D3099,510$439,7420.05%
418Vanguard Long Term Corp Bond Idx92206C8135,869$438,8840.05%
419SPDR Series Tr DJ Wilshire Small Cap Val ETF78464A3005,028$438,6550.05%
420Yum Brands Inc.YUM3,269$438,5530.05%
421SPDR Wells Fargo Preferred Stk. ETF78464A29213,269$437,7440.05%
422IShares Tr 20 plus Treas Index FD4642874325,005$437,0870.05%
423Vanguard Total World Stock Index ETF9220427423,719$436,9080.05%
424Dimensional ETF Tr - Dimnstl US Small Cap ETF25434V5006,711$436,7580.05%
425iShares ESG MSCI EM ETF46434G86313,079$436,7080.05%
426Diageo PLC ADRDGEAF3,434$436,5210.05%
427Dell Tech Inc. Cl CDELL3,787$436,4140.05%
428Vanguard Utilities ETF92204A8762,645$432,2460.05%
429Dupont DE Nemours IncDD5,666$432,0330.05%
430Schwab Strategic Tr Intl Equity ETF80852480523,268$430,4580.05%
431WisdomTree Trust Midcap Div FdWT8,439$430,1360.05%
432J.p. Morgan Exchange-traded Fund Trust46654Q7246,878$426,7090.05%
433Franklin Templeton Etf TrustFGDL16,336$426,3700.05%
434Total Energies SE ADRTTE7,779$423,9560.05%
435Concera IncCOR1,886$423,8520.05%
436First Trust Mid Cap Core Alpha DEX33735B1083,648$422,1470.05%
437Ishares Trust Lehman Agency Bond Fund4642881663,904$421,4760.05%
438Vanguard Index Funds Mid Cap Value Index9229085122,605$421,4110.05%
439Invesco FTSE RAFI U S 1000 ETFIVZ10,442$421,2300.05%
440Etf Opportuniti/applied Fin Valuati26923N40511,510$421,1510.05%
441Intel Corp.INTC21,005$421,1500.05%
442Vertiv Holdings CO.VRT3,693$419,5620.05%
443MFC Ishare TR Dow Jones US Medical4642888107,190$419,5430.05%
444Invesco S&P 500 Pure Value ETFIVZ4,631$417,7630.05%
445Gilead Sciences Inc.GILD4,521$417,6050.05%
446Best Buy Inc.BBY4,865$417,4170.05%
447IShares Tr Russell 1000 Index Fund4642876221,295$417,1970.05%
448American Century U.S. Quality Growth ETF0250723074,177$416,4470.05%
449First Trust High Yield Long/Short ETF33738D40810,072$416,2760.05%
450MFC IShares Tr MSCI ACWI Ex US ETF4642882407,976$416,0280.05%
451T. Rowe Price Exchangetraded Funds Inc87283Q86712,476$415,0770.05%
452Marvell Technology Group LTD ComMRVL3,744$413,5250.05%
453Transdigm Group IncTDG326$413,1330.05%
454Invesco S&P 500 Equal Wght Con Discy ETFIVZ7,698$411,3040.05%
455AGNC Investment Corp.00123Q10444,307$408,0670.05%
456Ares Capital CorporationARCC18,578$406,6810.05%
457IntercontinentalExchange, Inc.45866F1042,702$402,6250.05%
458iShares Core MSCI Total Intl Stk46432F8346,062$400,9410.05%
459Sector SPDR Tr Shs Materials81369Y1004,749$399,5810.05%
460Enbridge Inc.ENNPF9,415$399,4780.05%
461Charles Schwab Corp.SCHW-PJ5,368$397,2860.05%
462Cap Grp Fxd In /core Plus In Etf14020Y10217,889$397,1360.05%
463Dimensional Etf/u S Equity Etf25434V4016,217$396,3340.05%
464Valero Energy CorpVLO3,225$395,3530.05%
465American Century Diversified Muni Bond ETF0250725057,842$393,1980.05%
466J.p. Morgan Exchange-traded Fund Trust46654Q6094,852$393,1580.05%
467Williams Sonoma Inc.WSM2,122$392,9520.05%
468Lam Research Corp.LRCX5,431$392,2810.05%
469Micron Technology, Inc.MU4,657$391,9330.05%
470SPDR Portfolio Corporate Bond ETF78464A14413,678$391,7380.05%
471iShares 1-5 Yr Invest Grade Corp Bond ETF4642886467,572$391,4720.05%
472Diensional ETF Tr Dimnsl US Target Value ETF25434V6097,032$391,4010.05%
473Genuine PartsGPC3,342$390,2120.05%
474Vanguard Russell 2000 Index ETF92206C6644,339$387,6030.05%
475WisdomTree Emerging Markets Equity Inc.WT9,553$386,7820.05%
476Invesco BulletShares 2029 Municipal Bond ETFIVZ16,843$386,3780.05%
477Vertex Pharmaceuticals Inc.VRTX958$385,7870.05%
478WR Berkley Corp.WRB-PH6,563$384,0670.04%
479iShares Cali AMT-Free Muni Bond ETF4642883566,696$383,5210.04%
480Ishares 0-5 Year HY Corp46434V4078,982$382,7230.04%
481IShares Tr Russell 2000 Growth Index Fd4642876481,328$382,2250.04%
482First Trust Large Cap Growth Opportunity33735K1082,753$380,6130.04%
483Amphenol Corp0320951015,479$380,5170.04%
484Cleveland Cliffs Inc.CLF40,031$376,2910.04%
485Invesco S&P 500 Weight ETFIVZ7,484$375,6970.04%
486IShares Tr Emerging Markets Index4642872348,981$375,5850.04%
487Invesco Exchange S & P 500 LowIVZ5,362$375,3710.04%
488Clorox CO.CLX2,299$373,3810.04%
489DBX ETF Tr - Xtrackers S&P 500 ESG ETF2330511436,962$370,8660.04%
490FS KKR Capital Corp NewFSK16,914$367,3720.04%
491VICI Properties Inc92565210912,517$365,6220.04%
492Vanguard Index Funds9229086521,918$364,3820.04%
493J.p. Morgan Exchange-traded Fund Trust46654Q7406,022$361,5610.04%
494Entergy Corp NewENO4,732$358,7800.04%
495SPDR Bloombeg Barclays Invt78468R20011,651$358,0350.04%
496PPL Corp.PPLC11,025$357,8840.04%
497Vanguard Small Capital Growth ETF9229085951,272$356,1210.04%
498Rbb Fd Inc/us Treas 3 Month B Etf74933W4527,141$356,0500.04%
499IShares MSCI Poland Investable Mkt Index46429B60617,039$355,6040.04%
500Ge Vernova Inc/shGEV1,072$352,6130.04%