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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 (Amended)

CIBC Private Wealth Group, LLC

Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001298088-23-000007

Total Value
$40.49B
Positions
1,236
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORP COMMSFT7,557,298$1.81B4.54%
2APPLE INC COMAAPL11,555,679$1.50B3.77%
3AMAZON COM INC COMAMZN11,516,983$967.4M2.43%
4UNITEDHEALTH GROUP INC COMUNH1,525,341$808.7M2.03%
5VISA INC COM CL AV3,779,242$785.2M1.97%
6ALPHABET INC CAP STK CL AGOOG8,421,528$743.0M1.86%
7ASTRAZENECA PLC SPONSORED ADRAZN10,684,752$724.4M1.82%
8SCHWAB CHARLES CORP COMSCHW-PJ8,347,446$695.0M1.74%
9NEXTERA ENERGY INC COMNEE-PW7,696,571$643.4M1.61%
10DANAHER CORPORATION COM2358511022,171,071$576.2M1.45%
11HOME DEPOT INC COMHD1,821,242$575.3M1.44%
12BLACKSTONE INC COMBX7,071,947$524.7M1.32%
13HONEYWELL INTL INC COM4385161062,406,099$515.6M1.29%
14RAYTHEON TECHNOLOGIES CORP COMRTX4,879,638$492.5M1.23%
15ABBOTT LABS COMABLZF4,459,793$489.6M1.23%
16ALPHABET INC CAP STK CL CGOOG5,449,170$483.5M1.21%
17S&P GLOBAL INC COMSPGI1,401,552$469.4M1.18%
18ROPER TECHNOLOGIES INC COMROP1,040,821$449.7M1.13%
19JPMORGAN CHASE & CO COMVYLD3,337,812$447.6M1.12%
20CISCO SYS INC COMCSCO8,815,615$420.0M1.05%
21T-MOBILE US INC COMTMUSZ2,889,249$404.5M1.01%
22PIONEER NAT RES CO COM7237871071,725,224$394.0M0.99%
23AMERICAN TOWER CORP NEW COM03027X1001,845,393$391.0M0.98%
24OLD DOMINION FREIGHT LINE IN COMODFL1,351,320$383.5M0.96%
25MARTIN MARIETTA MATLS INC COM5732841061,126,845$380.8M0.96%
26THERMO FISHER SCIENTIFIC INC COMTMO689,590$379.8M0.95%
27ELEVANCE HEALTH INC COMELV727,256$373.1M0.94%
28PEPSICO INC COMPEP2,034,244$367.5M0.92%
29LINDE PLC SHSLIN1,113,181$363.1M0.91%
30UNION PAC CORP COMUNP1,708,498$353.8M0.89%
31VANGUARD INDEX FDS S&P 500 ETF SHS922908363997,480$350.5M0.88%
32HENRY JACK & ASSOC INC COM4262811011,916,137$336.4M0.84%
33STRYKER CORPORATION COMSYK1,370,602$335.1M0.84%
34TJX COS INC NEW COM8725401094,199,643$334.3M0.84%
35CHEVRON CORP NEW COMCVX1,746,249$313.4M0.79%
36LILLY ELI & CO COMLLY837,924$306.5M0.77%
37COSTCO WHSL CORP NEW COMCOST669,342$305.6M0.77%
38ENTERPRISE PRODS PARTNERS L COM29379210711,781,500$284.2M0.71%
39MONDELEZ INTL INC CL A6092071054,243,868$282.9M0.71%
40MONDELEZ INTL INC CL A6092071054,243,868$282.9M0.71%
41ANALOG DEVICES INC COMADI1,708,147$280.2M0.70%
42PNC FINL SVCS GROUP INC COM6934751051,757,257$277.5M0.70%
43ADOBE SYSTEMS INCORPORATED COMADBE815,407$274.4M0.69%
44ZOETIS INC CL AZTS1,868,345$273.8M0.69%
45OTIS WORLDWIDE CORP COMOTIS3,488,586$273.2M0.69%
46DOLLAR GEN CORP NEW COM2566771051,094,836$269.6M0.68%
47MASTERCARD INCORPORATED CL AMA765,457$266.2M0.67%
48JOHNSON & JOHNSON COMJNJ1,488,920$263.0M0.66%
49ALPS ETF TR CLEAN ENERGY00162q4605,715,125$260.0M0.65%
50QUALCOMM INC COMQCOM2,241,323$246.4M0.62%
51US BANCORP DEL COM NEWUSB-PS5,642,911$246.1M0.62%
52CME GROUP INC COMCME1,450,400$243.9M0.61%
53FISERV INC COMFISV2,411,008$243.7M0.61%
54SALESFORCE INC COMCRM1,819,808$241.3M0.61%
55TE CONNECTIVITY LTD SHSTEL2,034,789$233.6M0.59%
56AUTOMATIC DATA PROCESSING IN COMADP969,800$231.6M0.58%
57PROLOGIS INC. COMPLDGP1,982,634$223.5M0.56%
58BLACKROCK INC COMBLK308,659$218.7M0.55%
59VANGUARD INDEX FDS VALUE ETF9229087441,534,226$215.4M0.54%
60ENERGY TRANSFER L P COM UT LTD PTNET-PI17,563,809$208.5M0.52%
61CONOCOPHILLIPS COMCOP1,719,044$202.8M0.51%
62L3HARRIS TECHNOLOGIES INC COMLHX968,828$201.7M0.51%
63BARCLAYS BANK PLC IPATH SELCT MLPVXZ10,722,416$201.1M0.50%
64VICI PPTYS INC COM9256521096,066,816$196.6M0.49%
65INTERCONTINENTAL EXCHANGE IN COMICE1,897,955$194.7M0.49%
66IQVIA HLDGS INC COMIQV948,176$194.3M0.49%
67VANGUARD INDEX FDS MID CAP ETF922908629925,031$188.5M0.47%
68EOG RES INC COMEOG1,447,993$187.5M0.47%
69DISNEY WALT CO COM2546871062,151,074$186.9M0.47%
70PALO ALTO NETWORKS INC COMPANW1,276,169$178.1M0.45%
71ISHARES TR CORE S&P500 ETF464287200448,054$172.1M0.43%
72ISHARES TR RUS 1000 ETF464287622783,584$165.0M0.41%
73VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF9220428584,214,752$164.3M0.41%
74GOLDMAN SACHS GROUP INC COMGSCE473,804$162.7M0.41%
75JPMORGAN CHASE & CO ALERIAN ML ETN46625h3657,086,526$154.1M0.39%
76ISHARES TR RUS MID CAP ETF4642874992,261,229$152.5M0.38%
77VANGUARD INDEX FDS SMALL CP ETF922908751828,064$152.0M0.38%
78FIDELITY NATL INFORMATION SV COM31620M1062,233,708$151.6M0.38%
79ISHARES TR RUS 1000 GRW ETF464287614659,144$141.2M0.35%
80ABBVIE INC COMABBV863,004$139.5M0.35%
81INTUITIVE SURGICAL INC COM NEWISRG479,498$127.2M0.32%
82MERCK & CO INC COMMRK1,134,609$125.9M0.32%
83VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT9219438582,930,067$123.0M0.31%
84CHENIERE ENERGY INC COM NEWLNG818,810$122.8M0.31%
85WASTE MGMT INC DEL COM94106L109779,925$122.4M0.31%
86MICROCHIP TECHNOLOGY INC. COMMCHPP1,700,140$119.4M0.30%
87TEXAS INSTRS INC COM882508104722,106$119.3M0.30%
88SHERWIN WILLIAMS CO COMSHW501,653$119.1M0.30%
89BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A371,346$114.7M0.29%
90SVB FINANCIAL GROUP COM78486Q101494,760$113.9M0.29%
91CHIPOTLE MEXICAN GRILL INC COMCMG80,431$111.6M0.28%
92CINTAS CORP COMCTAS241,102$108.9M0.27%
93MPLX LP COM UNIT REP LTDMPLXP3,048,496$100.1M0.25%
94ONEOK INC NEW COMOKE1,510,440$99.2M0.25%
95AMPHENOL CORP NEW CL A0320951011,295,559$98.6M0.25%
96TARGA RES CORP COMTRGP1,285,184$94.5M0.24%
97COSTAR GROUP INC COMCSGP1,201,194$92.8M0.23%
98ISHARES TR RUSSELL 2000 ETF464287655532,276$92.8M0.23%
99NEXTERA ENERGY PARTNERS LP COM UNIT PART INNEE-PW1,321,903$92.7M0.23%
100J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM46641Q3321,624,966$88.5M0.22%
101SPDR S&P 500 ETF TR TR UNITSPY230,835$88.3M0.22%
102XCEL ENERGY INC COMXELLL1,257,830$88.2M0.22%
103ULTA BEAUTY INC COMULTA185,686$87.1M0.22%
104EDWARDS LIFESCIENCES CORP COMEW1,157,386$86.4M0.22%
105SBA COMMUNICATIONS CORP NEW CL ASBAC307,799$86.3M0.22%
106ISHARES TR MSCI AC ASIA ETF4642881821,312,812$85.1M0.21%
107AMERICAN WTR WKS CO INC NEW COM030420103556,145$84.8M0.21%
108BROWN & BROWN INC COMBRO1,479,589$84.3M0.21%
109ISHARES TR MSCI EAFE ETF4642874651,253,053$82.3M0.21%
110ACCENTURE PLC IRELAND SHS CLASS AACN293,962$78.4M0.20%
111BROOKFIELD ASSET MGMT INC CL A LTD11271J1072,477,437$77.9M0.20%
112MORGAN STANLEY COM NEWMS-PQ899,067$76.4M0.19%
113ICON PLC SHSICLR384,066$74.6M0.19%
114IDEXX LABS INC COM45168D104181,764$74.2M0.19%
115COMCAST CORP NEW CL ACCZ2,118,304$74.1M0.19%
116ALCON AG ORD SHSALC1,069,471$73.3M0.18%
117PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN7265031056,034,361$71.0M0.18%
118DICKS SPORTING GOODS INC COM253393102586,718$70.6M0.18%
119INTERNATIONAL BUSINESS MACHS COMINTR491,791$69.3M0.17%
120AMGEN INC COMAMGN263,774$69.3M0.17%
121VANGUARD INDEX FDS TOTAL STK MKT922908769355,875$68.0M0.17%
122BROADRIDGE FINL SOLUTIONS IN COM11133T103504,001$67.6M0.17%
123MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP5590801061,329,527$66.8M0.17%
124MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP5590801061,329,527$66.8M0.17%
125EQUINIX INC COMEQIX99,266$65.0M0.16%
126AUTOZONE INC COMAZO25,917$63.9M0.16%
127BROOKFIELD RENEWABLE CORP CL A SUB VTGBEPC2,264,674$62.4M0.16%
128WESTERN MIDSTREAM PARTNERS L COM UNIT LP INTWES2,245,321$60.3M0.15%
129ROBERT HALF INTL INC COMRHI812,041$60.0M0.15%
130ISHARES TR RUS MD CP GR ETF464287481714,524$59.7M0.15%
131PFIZER INC COMPFE1,160,783$59.5M0.15%
132IRON MTN INC DEL COM46284V1011,188,022$59.2M0.15%
133ENPHASE ENERGY INC COMENPH221,975$58.8M0.15%
134ISHARES TR MSCI EMG MKT ETF4642872341,549,076$58.7M0.15%
135KINSALE CAP GROUP INC COM49714p108223,905$58.6M0.15%
136PROCTER AND GAMBLE CO COM742718109383,371$58.1M0.15%
137UBS AG LONDON BRANCH ETRACS ALER MLPUSML3,085,523$57.9M0.15%
138BROOKFIELD INFRASTRUCTURE CO COM SB VTG SHS ABIPC1,479,550$57.6M0.14%
139EXXON MOBIL CORP COMXOM520,727$57.4M0.14%
140EPAM SYS INC COMEPAM174,990$57.4M0.14%
141CDW CORP COMCDW317,104$56.6M0.14%
142HDFC BANK LTD SPONSORED ADSHDB786,454$53.8M0.13%
143NEXSTAR MEDIA GROUP INC COMMON STOCKNXST273,139$47.8M0.12%
144AMERIPRISE FINL INC COM03076C106151,477$47.2M0.12%
145WILLIAMS COS INC COM9694571001,402,466$46.1M0.12%
146DOMINION ENERGY INC COMD746,712$45.8M0.11%
147FERRARI N V COMRACE211,198$45.2M0.11%
148STARBUCKS CORP COMSBUX450,501$44.7M0.11%
149DCP MIDSTREAM LP COM UT LTD PTN23311P1001,151,313$44.7M0.11%
150GARTNER INC COMIT132,342$44.5M0.11%
151WALMART INC COMWMT302,984$43.0M0.11%
152CHUBB LIMITED COMCB191,261$42.2M0.11%
153YUM CHINA HLDGS INC COMYUMC771,277$42.2M0.11%
154BROOKFIELD INFRAST PARTNERS LP INT UNITg162521011,343,418$41.6M0.10%
155COLGATE PALMOLIVE CO COMCL502,146$39.6M0.10%
156SOLAREDGE TECHNOLOGIES INC COMSEDG135,885$38.5M0.10%
157NETSCOUT SYS INC COMNTCT1,181,194$38.4M0.10%
158SITIO ROYALTIES CORP CLASS A COM82983N1081,329,444$38.4M0.10%
159AON PLC SHS CL AAON127,698$38.3M0.10%
160CADENCE DESIGN SYSTEM INC COMCDNS238,347$38.3M0.10%
161MONOLITHIC PWR SYS INC COM609839105106,619$37.7M0.09%
162TRANSDIGM GROUP INC COMTDG58,304$36.7M0.09%
163FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN33733E500776,980$36.7M0.09%
164INTUIT COMINTU93,837$36.5M0.09%
165NOVARTIS AG SPONSORED ADRNVSEF401,662$36.4M0.09%
166LOWES COS INC COM548661107181,282$36.1M0.09%
167ILLINOIS TOOL WKS INC COM452308109162,707$35.8M0.09%
168SUNNOVA ENERGY INTL INC. COM86745K1041,970,818$35.5M0.09%
169ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY400,282$35.3M0.09%
170ADVANCED MICRO DEVICES INC COMAMD540,593$35.0M0.09%
171ISHARES TR CORE S&P SCP ETF464287804364,979$34.5M0.09%
172KEYSIGHT TECHNOLOGIES INC COMKEYS200,598$34.3M0.09%
173ISHARES GOLD TR ISHARES NEWIAU991,297$34.3M0.09%
174TREACE MED CONCEPTS INC COM89455T1091,488,367$34.2M0.09%
175MCDONALDS CORP COMMCD129,091$34.0M0.09%
176TRACTOR SUPPLY CO COMTSCO148,946$33.5M0.08%
177BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNITBEPC1,310,974$33.2M0.08%
178SYNOPSYS INC COMSNPS103,579$33.1M0.08%
179AMERICAN EXPRESS CO COMAXP223,277$33.0M0.08%
180ORACLE CORP COMORCL-PD389,709$31.9M0.08%
181CANADIAN NATL RY CO COM136375102267,520$31.8M0.08%
182COCA COLA CO COMKO497,930$31.7M0.08%
183NIKE INC CL BNKE265,750$31.1M0.08%
184NIKE INC CL BNKE265,750$31.1M0.08%
185SHELL PLC SPON ADSRYDAF540,203$30.8M0.08%
186SHELL PLC SPON ADSRYDAF540,203$30.8M0.08%
187ISHARES TR SHRT NAT MUN ETF464288158294,636$30.7M0.08%
188DEVON ENERGY CORP NEW COM25179M103494,406$30.4M0.08%
189RESMED INC COMRSMDF145,690$30.3M0.08%
190LLOYDS BANKING GROUP PLC SPONSORED ADRLLOBF13,663,001$30.1M0.08%
191LLOYDS BANKING GROUP PLC SPONSORED ADRLLOBF13,663,001$30.1M0.08%
192ASML HOLDING N V N Y REGISTRY SHSASMLF54,160$29.6M0.07%
193DIAMONDBACK ENERGY INC COMFANG215,833$29.5M0.07%
194BHP GROUP LTD SPONSORED ADSBHPLF467,993$29.0M0.07%
195NETSCOUT SYS INC COMNTCT877,961$28.5M0.07%
196RITCHIE BROS AUCTIONEERS COM767744105493,431$28.5M0.07%
197MSCI INC COMMSCI61,338$28.5M0.07%
198ALNYLAM PHARMACEUTICALS INC COMALNY118,657$28.2M0.07%
199ENTEGRIS INC COMENTG429,803$28.2M0.07%
200IDEX CORP COM45167R104117,960$26.9M0.07%
201AMETEK INC COMAME188,901$26.4M0.07%
202ALLIANT ENERGY CORP COMLNT477,075$26.3M0.07%
203DIAGEO PLC SPON ADR NEWDGEAF146,401$26.1M0.07%
204LIVENT CORP COMLIVG1,305,439$25.9M0.07%
205INVESCO QQQ TR UNIT SER 1IVZ97,301$25.9M0.06%
206AMERICAN ELEC PWR CO INC COM025537101271,428$25.8M0.06%
207ISHARES TR INTRM GOV CR ETF464288612245,986$25.2M0.06%
208BANCO SANTANDER S.A. ADRBCDRF8,513,290$25.1M0.06%
209CIGNA CORP NEW COM12552310075,535$25.0M0.06%
210HUMANA INC COMHUM48,768$25.0M0.06%
211MICROSOFT CORP COMMSFT103,974$24.9M0.06%
212TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS874039100333,143$24.8M0.06%
213TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS874039100333,143$24.8M0.06%
214DT MIDSTREAM INC COMMON STOCKDTM448,317$24.8M0.06%
215ISHARES TR RUS 1000 VAL ETF464287598163,252$24.8M0.06%
216META PLATFORMS INC CL AMETA203,399$24.5M0.06%
217MEDTRONIC PLC SHSMDT314,626$24.5M0.06%
218FMC CORP COM NEWFMC195,689$24.4M0.06%
219EQUINOR ASA SPONSORED ADRSTOHF677,775$24.3M0.06%
220EURONET WORLDWIDE INC COMEEFT256,682$24.2M0.06%
221GLOBAL X FDS US INFR DEV ETF37954Y673903,173$23.9M0.06%
222BRISTOL-MYERS SQUIBB CO COMCELG-RI331,689$23.9M0.06%
223MONSTER BEVERAGE CORP NEW COMMNST234,569$23.8M0.06%
224AVANTOR INC COMAVTR1,119,439$23.6M0.06%
225ECOLAB INC COMECL158,203$23.0M0.06%
226BLACK STONE MINERALS L P COM UNITBSMLP1,360,005$22.9M0.06%
227INTERCONTINENTAL HOTELS GROU SPONSORED ADS45857P806391,917$22.9M0.06%
228APPLE INC COMAAPL175,368$22.8M0.06%
229BROADCOM INC COMAVGO40,497$22.6M0.06%
230ISHARES TR CORE S&P MCP ETF46428750793,589$22.6M0.06%
231AMEREN CORP COMAEE253,451$22.5M0.06%
232MERCADOLIBRE INC COMMELI26,578$22.5M0.06%
233TOYOTA MOTOR CORP ADSTOYOF163,522$22.3M0.06%
234TOYOTA MOTOR CORP ADSTOYOF163,522$22.3M0.06%
235ANSYS INC COM03662Q10591,669$22.1M0.06%
236CHARLES RIV LABS INTL INC COM159864107100,829$22.0M0.06%
237FIVE BELOW INC COMFIVE123,577$21.9M0.05%
238ISHARES TR IBOXX INV CP ETF464287242206,421$21.8M0.05%
239MARRIOTT INTL INC NEW CL A571903202142,869$21.3M0.05%
240MARRIOTT INTL INC NEW CL A571903202142,869$21.3M0.05%
241CMS ENERGY CORP COMCMS-PC334,703$21.2M0.05%
242CVS HEALTH CORP COMCVS224,641$20.9M0.05%
243HUBBELL INC COMHUBB89,012$20.9M0.05%
244ROSS STORES INC COMROST178,304$20.7M0.05%
245SONY GROUP CORPORATION SPONSORED ADRSNEJF271,202$20.7M0.05%
246SONY GROUP CORPORATION SPONSORED ADRSNEJF271,202$20.7M0.05%
247CROWN HLDGS INC COMCCK251,522$20.7M0.05%
248VEEVA SYS INC CL A COMVEEV127,690$20.6M0.05%
249UNITED PARCEL SERVICE INC CL BUPS115,956$20.2M0.05%
250UNITED PARCEL SERVICE INC CL BUPS115,956$20.2M0.05%
251AGILENT TECHNOLOGIES INC COMA133,036$19.9M0.05%
252ALIGN TECHNOLOGY INC COMALGN93,813$19.8M0.05%
253WASTE CONNECTIONS INC COMWCN149,204$19.8M0.05%
254ARES MANAGEMENT CORPORATION CL A COM STKARES-PB285,879$19.6M0.05%
255GLOBAL PMTS INC COM37940X102193,881$19.3M0.05%
256PEPSICO INC COMPEP105,695$19.1M0.05%
257BK OF AMERICA CORP COM060505104575,056$19.0M0.05%
258PLANET FITNESS INC CL APLNT234,640$18.5M0.05%
259FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS344419106236,340$18.5M0.05%
260HOWMET AEROSPACE INC COMHWM464,805$18.3M0.05%
261FLEETCOR TECHNOLOGIES INC COM33904110599,564$18.3M0.05%
262LIVE NATION ENTERTAINMENT IN COMLYV261,747$18.3M0.05%
263APTIV PLC SHSAPTV192,382$17.9M0.04%
264BARCLAYS BANK PLC DJUBS CMDT ETN36VXZ530,083$17.9M0.04%
265DYNATRACE INC COM NEWDT462,571$17.7M0.04%
266INGERSOLL RAND INC COMIR328,685$17.2M0.04%
267DEERE & CO COMDE39,918$17.1M0.04%
268ENBRIDGE INC COMENNPF435,109$17.0M0.04%
269TC ENERGY CORP COMTRPRF426,626$17.0M0.04%
270AMERISOURCEBERGEN CORP COMCOR99,378$16.5M0.04%
271BECTON DICKINSON & CO COMBDX64,084$16.3M0.04%
272LPL FINL HLDGS INC COMLPLA75,345$16.3M0.04%
273NVIDIA CORPORATION COMNVDA110,690$16.2M0.04%
274BERRY GLOBAL GROUP INC COM08579W103267,450$16.2M0.04%
275US FOODS HLDG CORP COMUSFD454,582$15.5M0.04%
276ASHLAND INC COMASH139,961$15.1M0.04%
277ISHARES TR RUS MDCP VAL ETF464287473140,038$14.8M0.04%
278KLA CORP COM NEWKLAC38,372$14.5M0.04%
279VIPER ENERGY PARTNERS LP COM UNT RP INTVNOM454,354$14.4M0.04%
280TRANSUNION COMTRU251,452$14.3M0.04%
281TESLA INC COMTSLA113,966$14.0M0.04%
282SPROUTS FMRS MKT INC COM85208M102432,773$14.0M0.04%
283DOMINOS PIZZA INC COMDPZ40,170$13.9M0.03%
284VANGUARD SPECIALIZED FUNDS DIV APP ETF92190884491,339$13.9M0.03%
285BROOKFIELD ASSET MANAGMT LTD CL A113004105478,512$13.7M0.03%
286REGAL REXNORD CORPORATION COMRRX113,908$13.7M0.03%
287MASCO CORP COMMAS283,624$13.2M0.03%
288SCHWAB STRATEGIC TR US DIVIDEND EQ808524797172,488$13.0M0.03%
289SCHWAB STRATEGIC TR US DIVIDEND EQ808524797172,488$13.0M0.03%
290INTEL CORP COMINTC492,088$13.0M0.03%
291RAYMOND JAMES FINL INC COM754730109120,505$12.9M0.03%
292VANGUARD INDEX FDS SML CP GRW ETF92290859562,919$12.6M0.03%
293MOODYS CORP COMMCO44,847$12.5M0.03%
294SPDR GOLD TR GOLD SHSGLD72,304$12.3M0.03%
295HUBSPOT INC COMHUBS42,025$12.2M0.03%
296VANGUARD INDEX FDS EXTEND MKT ETF92290865290,082$12.0M0.03%
297CHURCH & DWIGHT CO INC COMCHD147,434$11.9M0.03%
298FLOOR & DECOR HLDGS INC CL AFND170,179$11.8M0.03%
299FLOOR & DECOR HLDGS INC CL AFND170,179$11.8M0.03%
300BOEING CO COMBA-PA61,487$11.7M0.03%
301ALTRIA GROUP INC COMMO253,554$11.6M0.03%
302STEM INC COMSTEM1,279,115$11.4M0.03%
303WOODSIDE ENERGY GROUP LTD SPONSORED ADRWOPEF471,350$11.4M0.03%
304WOODSIDE ENERGY GROUP LTD SPONSORED ADRWOPEF471,350$11.4M0.03%
305GENPACT LIMITED SHSG241,555$11.2M0.03%
306O-I GLASS INC COMOI666,612$11.0M0.03%
307LOCKHEED MARTIN CORP COMLMT22,689$11.0M0.03%
308AMAZON COM INC COMAMZN129,278$10.9M0.03%
309TARGET CORP COMTGT72,838$10.9M0.03%
310KIMBELL RTY PARTNERS LP UNIT49435R102647,169$10.8M0.03%
311ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN01881g106313,090$10.8M0.03%
312VISA INC COM CL AV51,481$10.7M0.03%
313WELLS FARGO CO NEW COM949746101256,903$10.6M0.03%
314CATERPILLAR INC COMCAT44,217$10.6M0.03%
315SPDR SER TR PRTFLO S&P500 VL78464A508272,039$10.6M0.03%
316ENVESTNET INC COM29404k106169,424$10.5M0.03%
317EMERSON ELEC CO COMEMR106,701$10.2M0.03%
318ISHARES TR RUS 1000 GRW ETF46428761447,721$10.2M0.03%
319OSHKOSH CORP COMOSK115,694$10.2M0.03%
320YUM BRANDS INC COMYUM79,431$10.2M0.03%
321ISHARES TR RUS 2000 GRW ETF46428764847,406$10.2M0.03%
322UNITEDHEALTH GROUP INC COMUNH19,179$10.2M0.03%
323AUTODESK INC COMADSK54,275$10.1M0.03%
324IAA INC COM449253103251,741$10.1M0.03%
325ESSEX PPTY TR INC COM29717810547,434$10.1M0.03%
326ALPHABET INC CAP STK CL CGOOG112,869$10.0M0.03%
327SERVICENOW INC COMNOW25,616$9.9M0.02%
328ALTUS POWER INC COM CL A02217A1021,524,090$9.9M0.02%
329MARVELL TECHNOLOGY INC COMMRVL265,808$9.8M0.02%
330SCHWAB CHARLES FAMILY FD AMT TAX FREE MNYSCHW-PJ9,800,000$9.8M0.02%
331SNOWFLAKE INC CL ASNOW67,558$9.7M0.02%
332SNOWFLAKE INC CL ASNOW67,558$9.7M0.02%
333ABBOTT LABS COMABLZF88,222$9.7M0.02%
334JAZZ PHARMACEUTICALS PLC SHS USDJAZZ60,465$9.6M0.02%
335CLEARWAY ENERGY INC CL CCWEN-A301,353$9.6M0.02%
336ALPS ETF TR CLEAN ENERGY00162Q460208,422$9.5M0.02%
337ARCHROCK INC COMAROC1,047,619$9.4M0.02%
338NETFLIX INC COMNFLX31,197$9.2M0.02%
339HOME DEPOT INC COMHD27,793$8.8M0.02%
340COCA COLA CO COMKO136,683$8.7M0.02%
341OREILLY AUTOMOTIVE INC COM67103H10710,247$8.6M0.02%
342NORFOLK SOUTHN CORP COM65584410834,699$8.6M0.02%
343SOUTHERN CO COMSOMN118,584$8.5M0.02%
344ISHARES TR CORE US AGGBD ET46428722687,230$8.5M0.02%
345VANGUARD INDEX FDS GROWTH ETF92290873639,612$8.4M0.02%
346PEMBINA PIPELINE CORP COMPPLOF244,831$8.3M0.02%
347GENERAL MLS INC COM37033410498,043$8.2M0.02%
348SPDR SER TR S&P DIVID ETF78464A76365,663$8.2M0.02%
349SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRPMDY18,224$8.1M0.02%
350ISHARES TR IBOXX HI YD ETF464288513108,319$8.0M0.02%
351ISHARES TR RUS 2000 VAL ETF46428763056,932$7.9M0.02%
352SHOPIFY INC CL ASHOP224,159$7.8M0.02%
353CANADIAN PAC RY LTD COM13645t100104,280$7.8M0.02%
354VANGUARD INTL EQUITY INDEX F ALLWRLD EX US922042775153,522$7.7M0.02%
355VANGUARD INTL EQUITY INDEX F ALLWRLD EX US922042775153,522$7.7M0.02%
356ALBEMARLE CORP COMALB-PA35,177$7.6M0.02%
357MARSH & MCLENNAN COS INC COM57174810245,845$7.6M0.02%
358VANGUARD INDEX FDS MCAP GR IDXVIP92290853842,127$7.6M0.02%
359WARNER BROS DISCOVERY INC COM SER AWBD798,063$7.6M0.02%
360VANGUARD WHITEHALL FDS HIGH DIV YLD92194640669,215$7.5M0.02%
361REPUBLIC SVCS INC COM76075910057,897$7.5M0.02%
362VANGUARD INDEX FDS MID CAP ETF92290862936,616$7.5M0.02%
363SCHWAB CHARLES CORP COMSCHW-PJ89,624$7.5M0.02%
364GENUINE PARTS CO COMGPC42,704$7.4M0.02%
365ACCEL ENTERTAINMENT INC COM CL A1ACEL960,847$7.4M0.02%
366HOLLY ENERGY PARTNERS L P COM UT LTD PTN435763107407,707$7.4M0.02%
3673M CO COMMMM61,444$7.4M0.02%
368ZURN ELKAY WATER SOLNS CORP COM98983L108348,338$7.4M0.02%
369RAYTHEON TECHNOLOGIES CORP COMRTX72,073$7.3M0.02%
370BRAZE INC COM CL ABRZE266,527$7.3M0.02%
371ALLSTATE CORP COMALL-PJ52,627$7.1M0.02%
372HEALTHEQUITY INC COMHQY114,130$7.0M0.02%
373SCHLUMBERGER LTD COM STKSLB130,109$7.0M0.02%
374NEXTERA ENERGY INC COMNEE-PW82,642$6.9M0.02%
375PFIZER INC COMPFE134,200$6.9M0.02%
376THERMO FISHER SCIENTIFIC INC COMTMO12,407$6.8M0.02%
377ISHARES TR U.S. TECH ETF46428772190,606$6.7M0.02%
378HONEYWELL INTL INC COM43851610630,937$6.6M0.02%
379JOHNSON CTLS INTL PLC SHSG51502105102,928$6.6M0.02%
380LIBERTY LATIN AMERICA LTD COM CL CLILAB866,597$6.6M0.02%
381PLUG POWER INC COM NEWPLUG527,902$6.5M0.02%
382CUMMINS INC COMCMI26,801$6.5M0.02%
383GILEAD SCIENCES INC COMGILD74,866$6.4M0.02%
384VERIZON COMMUNICATIONS INC COMVZ161,597$6.4M0.02%
385ALPHABET INC CAP STK CL AGOOG71,877$6.3M0.02%
386ABBVIE INC COMABBV39,122$6.3M0.02%
387DATADOG INC CL A COMDDOG85,219$6.3M0.02%
388TWILIO INC CL ATWLO127,747$6.3M0.02%
389PHILLIPS 66 COMPSX59,266$6.2M0.02%
390BARCLAYS BANK PLC IPATH SELCT MLPVXZ325,963$6.1M0.02%
391DANAHER CORPORATION COM23585110222,857$6.1M0.02%
392GLOBE LIFE INC COMGL-PD50,241$6.1M0.02%
393CISCO SYS INC COMCSCO126,645$6.0M0.02%
394XYLEM INC COMXYL54,491$6.0M0.02%
395EMERSON ELEC CO COMEMR62,196$6.0M0.01%
396FEDEX CORP COMFDX34,490$6.0M0.01%
397PENTAIR PLC SHSPNR131,096$5.9M0.01%
398SELECT SECTOR SPDR TR TECHNOLOGY81369Y80347,268$5.9M0.01%
399ELASTIC N V ORD SHSESTC113,276$5.8M0.01%
400PHILIP MORRIS INTL INC COM71817210957,303$5.8M0.01%
401FASTENAL CO COMFAST121,646$5.8M0.01%
402HCA HEALTHCARE INC COMHCA23,890$5.7M0.01%
403ISHARES TR RUSSELL 2000 ETF46428765532,818$5.7M0.01%
404ISHARES TR RUSSELL 3000 ETF46428768925,745$5.7M0.01%
405ISHARES TR RUSSELL 3000 ETF46428768925,745$5.7M0.01%
406ISHARES TR PFD AND INCM SEC464288687185,318$5.7M0.01%
407TJX COS INC NEW COM87254010970,684$5.6M0.01%
408ASTRAZENECA PLC SPONSORED ADRAZN82,843$5.6M0.01%
409FRESHWORKS INC CLASS A COMFRSH380,395$5.6M0.01%
410CHEVRON CORP NEW COMCVX30,918$5.5M0.01%
411ACUITY BRANDS INC COMAYI33,419$5.5M0.01%
412ISHARES TR SELECT DIVID ETF46428716845,711$5.5M0.01%
413VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF922042858138,728$5.4M0.01%
414RYAN SPECIALTY HOLDINGS INC CL ARYAN130,037$5.4M0.01%
415CSX CORP COMCSX172,849$5.4M0.01%
416COUPANG INC CL ACPNG359,461$5.3M0.01%
417CARRIER GLOBAL CORPORATION COMCARR125,203$5.2M0.01%
418MERCK & CO INC COMMRK46,310$5.1M0.01%
419ISHARES TR S&P 500 GRWT ETF46428730987,474$5.1M0.01%
420LINDE PLC SHSLIN15,639$5.1M0.01%
421D R HORTON INC COM23331a10955,648$5.0M0.01%
422AIR PRODS & CHEMS INC COMAIIR15,876$4.9M0.01%
423GENERAL ELECTRIC CO COM NEW36960430174,618$4.9M0.01%
424APPLIED MATLS INC COM03822210549,796$4.8M0.01%
425AT&T INC COMT-PC261,992$4.8M0.01%
426JPMORGAN CHASE & CO COMVYLD35,748$4.8M0.01%
427PAYPAL HLDGS INC COMPYPL67,033$4.8M0.01%
428UNIFIRST CORP MASS COMUNF24,479$4.7M0.01%
429HERSHEY CO COMHSY20,136$4.7M0.01%
430KIMBERLY-CLARK CORP COMKMB33,276$4.5M0.01%
431ADOBE SYSTEMS INCORPORATED COMADBE13,388$4.5M0.01%
432WIX COM LTD SHSWIX58,577$4.5M0.01%
433CLEARWAY ENERGY INC CL ACWEN-A150,002$4.5M0.01%
434WEYERHAEUSER CO MTN BE COM NEWWY143,336$4.4M0.01%
435AMERICAN TOWER CORP NEW COM03027X10020,664$4.4M0.01%
436ROPER TECHNOLOGIES INC COMROP10,106$4.4M0.01%
437T-MOBILE US INC COMTMUSZ31,150$4.4M0.01%
438PIONEER NAT RES CO COM72378710718,861$4.3M0.01%
439PRICE T ROWE GROUP INC COMTROW39,495$4.3M0.01%
440S&P GLOBAL INC COMSPGI12,824$4.3M0.01%
441EXXON MOBIL CORP COMXOM38,877$4.3M0.01%
442AUTOMATIC DATA PROCESSING IN COMADP17,836$4.3M0.01%
443AVERY DENNISON CORP COMAVY23,144$4.2M0.01%
444STRYKER CORPORATION COMSYK17,035$4.2M0.01%
445EQUITRANS MIDSTREAM CORP COM294600101620,602$4.2M0.01%
446LI-CYCLE HOLDINGS CORP COMMON SHARES50202P105865,065$4.1M0.01%
447UNION PAC CORP COMUNP19,793$4.1M0.01%
448DUKE ENERGY CORP NEW COM NEWDUKB39,317$4.0M0.01%
449CULP INC COMCULP879,844$4.0M0.01%
450AMN HEALTHCARE SVCS INC COM00174410139,193$4.0M0.01%
451AFLAC INC COMAFL55,982$4.0M0.01%
452TYLER TECHNOLOGIES INC COMTYL12,484$4.0M0.01%
453GARRETT MOTION INC PFD CONV SER AGTX462,404$4.0M0.01%
454ILLUMINA INC COMILMN19,790$4.0M0.01%
455MARKEL CORP COMMKL3,007$4.0M0.01%
456SYSCO CORP COMSYY51,268$3.9M0.01%
457ISHARES TR RUS MID CAP ETF46428749957,461$3.9M0.01%
458ISHARES TR MSCI ACWI EX US46428824084,808$3.9M0.01%
459BOOKING HOLDINGS INC COMBKNG1,914$3.9M0.01%
460ZOETIS INC CL AZTS25,909$3.8M0.01%
461OTIS WORLDWIDE CORP COMOTIS46,777$3.7M0.01%
462UNITED RENTALS INC COMURI10,299$3.7M0.01%
463YUM BRANDS INC COMYUM28,046$3.6M0.01%
464BILL COM HLDGS INC COMBILL32,723$3.6M0.01%
465MASTERCARD INCORPORATED CL AMA10,202$3.5M0.01%
466ANALOG DEVICES INC COMADI21,567$3.5M0.01%
467VANGUARD INDEX FDS REAL ESTATE ETF92290855342,576$3.5M0.01%
468AIRBNB INC COM CL AABNB40,252$3.4M0.01%
469VERISK ANALYTICS INC COMVRSK19,495$3.4M0.01%
470TRUIST FINL CORP COM89832Q10979,910$3.4M0.01%
471WALGREENS BOOTS ALLIANCE INC COM93142710891,969$3.4M0.01%
472WEC ENERGY GROUP INC COMWEC36,484$3.4M0.01%
473COSTCO WHSL CORP NEW COM22160K1057,476$3.4M0.01%
474IQVIA HLDGS INC COMIQV16,595$3.4M0.01%
475VANGUARD INDEX FDS S&P 500 ETF SHS9229083639,668$3.4M0.01%
476PAYCHEX INC COMPAYX29,331$3.4M0.01%
477RLI CORP COMRLI25,394$3.3M0.01%
478SOUTHSTATE CORPORATION COMSSB43,639$3.3M0.01%
479LABORATORY CORP AMER HLDGS COM NEW50540R40914,140$3.3M0.01%
480ISHARES TR S&P 500 VAL ETF46428740822,904$3.3M0.01%
481JOHNSON & JOHNSON COMJNJ18,709$3.3M0.01%
482US BANCORP DEL COM NEWUSB-PS75,628$3.3M0.01%
483SALESFORCE INC COMCRM24,870$3.3M0.01%
484MCDONALDS CORP COMMCD12,473$3.3M0.01%
485ISHARES TR RUS 1000 VAL ETF46428759821,660$3.3M0.01%
486DEXCOM INC COMDXCM28,843$3.3M0.01%
487PNC FINL SVCS GROUP INC COM69347510520,505$3.2M0.01%
488VANGUARD INDEX FDS MCAP VL IDXVIP92290851223,791$3.2M0.01%
489INVESCO EXCH TRADED FD TR II SR LN ETFIVZ155,574$3.2M0.01%
490ISHARES TR NATIONAL MUN ETF46428841430,212$3.2M0.01%
491BLACKSTONE INC COMBX42,876$3.2M0.01%
492DISCOVER FINL SVCS COM25470910832,348$3.2M0.01%
493MONDELEZ INTL INC CL A60920710547,429$3.2M0.01%
494SITIME CORP COMSITM30,538$3.1M0.01%
495EATON CORP PLC SHSETN19,545$3.1M0.01%
496UNILEVER PLC SPON ADR NEWUNLYF60,746$3.1M0.01%
497FARFETCH LTD ORD SH CL A30744W107644,514$3.0M0.01%
498DOLLAR GEN CORP NEW COM25667710512,326$3.0M0.01%
499ISHARES TR MSCI EAFE ETF46428746545,996$3.0M0.01%
500NEUROCRINE BIOSCIENCES INC COMNBIX24,925$3.0M0.01%