Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

CIBC Private Wealth Group, LLC

Quarter ended Q2 2023 · Filed May 12, 2023 · Accession 0001298088-23-000012

Total Value
$46.17B
Positions
1,236
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC COMAAPL11,532,942$1.90B4.27%
2T MOBILE US INC COMTMUSZ2,424,468$1.35B3.03%
3AMAZON.COM INC COMAMZN11,542,531$1.19B2.68%
4US BANCORP DEL COM NEWUSB-PS5,686,343$1.18B2.65%
5INTERCONTINENTAL EXCHANGE, INC COM45866F1042,720,414$1.14B2.56%
6IPATH SELECT MLP ETNVXZ11,157,533$1.09B2.46%
7NEXTERA ENERGY INC COMNEE-PW7,398,612$1.09B2.44%
8HONEYWELL INTERNATIONAL INC COM4385161062,388,798$989.3M2.22%
9ALPHABET INC CAP STK CL AGOOG8,481,122$879.7M1.97%
10JPMORGAN CHASE & CO ALERIAN MLPVYLD7,180,689$817.1M1.83%
11PLAINS ALL AMERN PIPELINE L P UNIT7265031055,108,236$754.4M1.69%
12MICROSOFT CORP COMMSFT7,567,601$753.9M1.69%
13ASTRAZENECA PLC SPONSORED ADRAZN9,826,216$682.0M1.53%
14ALPHABET INC CAP STK CL CGOOG5,464,594$568.3M1.28%
15BLACKSTONE INCBX6,436,320$565.4M1.27%
16ENTERPRISE PRODS PARTNERS L P COM29379210711,077,481$559.5M1.26%
17LLOYDS BANKING GROUP PLC SPONSOREDLLOBF14,879,073$555.4M1.25%
18DANAHER CORP COM2358511022,147,339$541.2M1.21%
19ABBOTT LABORATORIES COMABLZF5,060,889$512.5M1.15%
20FISERV INC COMFISV2,389,935$486.7M1.09%
21CISCO SYS INC COMCSCO8,912,608$465.9M1.05%
22HOME DEPOT INC COMHD1,792,559$449.7M1.01%
23AMERICAN TOWER CORPORATION03027X1001,915,352$391.4M0.88%
24VANGUARD FTSE DEVELOPED MARKETS ETF9219438582,787,311$355.7M0.80%
25MASCO CORP COMMAS279,575$347.2M0.78%
26RAYTHEON TECHNOLOGIES CORP COMRTX4,838,404$340.6M0.76%
27ANALOG DEVICES INC COMADI1,693,369$334.0M0.75%
28ZOETIS INC CL AZTS1,992,745$331.7M0.74%
29COSTCO WHSL CORP NEW COM22160K105665,409$330.6M0.74%
30UNITEDHEALTH GROUP INC COMUNH1,506,399$318.0M0.71%
31MARTIN MARIETTA MATERIALS COM5732841061,037,214$315.6M0.71%
32SCHWAB AMT TAX-FREE MONEY MARKETSCHW-PJ9,800,000$315.1M0.71%
33ADOBE INC.ADBE816,527$314.7M0.71%
34QUALCOMM INC COMQCOM2,264,293$305.0M0.68%
35ISHARES RUSSELL MID-CAP ETF4642874992,241,805$304.0M0.68%
36TE CONNECTIVITY LTD REG SHSTEL2,110,322$297.9M0.67%
37NETSCOUT SYS INC COMNTCT1,377,321$292.0M0.66%
38CME GROUP INC COMCME1,510,160$289.2M0.65%
39LILLY ELI & CO COMLLY775,425$284.6M0.64%
40ENERGY TRANSFER, L.P.ET-PI16,796,146$283.8M0.64%
41EQT CORP COMEQT393,316$282.6M0.63%
42CHEVRON CORP NEW COMCVX1,729,328$282.2M0.63%
43VICI PPTYS INC COM9256521098,853,954$279.8M0.63%
44ALPS ETF TR CLEAN ENERGY ETF00162Q4605,865,085$272.7M0.61%
45FIDELITY NATL INFORMATION SVCS INC31620M1062,364,357$260.5M0.58%
46MONSTER BEVERAGE CORP NEW COMMNST445,936$245.8M0.55%
47ISHARES MSCI EAFE ETF4642874651,183,203$245.3M0.55%
48DISNEY WALT CO COM2546871062,421,599$242.5M0.54%
49CONOCOPHILLIPS COMCOP2,355,370$233.7M0.52%
50MASTERCARD INC CL AMA748,819$229.5M0.52%
51ELEVANCE HEALTH INCELV562,085$228.2M0.51%
52DOLLAR GEN CORP NEW COM2566771051,078,540$227.0M0.51%
53ISHARES MSCI EMERGING MARKETS ETF4642872341,577,648$226.9M0.51%
54PROLOGIS INC COMPLDGP2,131,286$225.3M0.51%
55HOWMET AEROSPACE INC COMHWM459,845$219.9M0.49%
56S&P GLOBAL INC COMSPGI1,400,027$219.5M0.49%
57PALO ALTO NETWORKS INC COMPANW1,284,502$216.2M0.49%
58AUTOMATIC DATA PROCESSING INC COMADP960,898$213.9M0.48%
59UNION PAC CORP COMUNP1,506,572$209.0M0.47%
60SUNRUN INC COMRUN1,002,492$207.8M0.47%
61BLACKROCK INC COMBLK305,616$204.5M0.46%
62PIONEER NAT RES CO COM7237871071,715,213$201.5M0.45%
63PNC FINL SVCS GROUP INC COM6934751051,409,199$200.4M0.45%
64MICROCHIP TECHNOLOGY INC COMMCHPP2,485,501$197.3M0.44%
65NETSCOUT SYS INC COMNTCT877,961$186.1M0.42%
66VANGUARD FTSE EMERGING MARKETS ETF9220428583,456,397$180.4M0.40%
67TJX COS INC NEW COM8725401094,179,159$176.5M0.40%
68VISA INC COM CL AV3,759,076$175.6M0.39%
69PEPSICO INC COMPEP2,008,398$172.0M0.39%
70L3 HARRIS TECHNOLOGIES INCLHX872,700$159.2M0.36%
71SCHWAB CHARLES CORP NEW COMSCHW-PJ2,832,806$156.7M0.35%
72VANGUARD INDEX FDS SMALL CP ETF922908751818,332$156.6M0.35%
73ARES MANAGEMENT CORPORATION CL A COMARES-PB1,862,976$155.4M0.35%
74MONDELEZ INTL INC COM6092071054,231,624$154.7M0.35%
75JPMORGAN CHASE & CO COMVYLD3,305,161$148.6M0.33%
76MAGELLAN MIDSTREAM PARTNERS LP COM5590801061,497,547$140.7M0.32%
77CHENIERE ENERGY INC COM NEWLNG888,835$140.1M0.31%
78J P MORGAN EXCHANGE TRADED FD EQUITY46641Q3322,304,793$137.6M0.31%
79PFIZER INC COMPFE1,260,633$136.8M0.31%
80ABBVIE INC COMABBV852,176$135.8M0.30%
81HDFC BANK LTD ADR REPS 3 SHSHDB844,709$134.8M0.30%
82CHIPOTLE MEXICAN GRILL INC CL ACMG78,595$134.3M0.30%
83FIRST TR EXCHANGE-TRADED FD NASDAQ33733E500662,048$133.1M0.30%
84ISHARES CORE S&P 500 ETF464287200442,592$131.8M0.30%
85OLD DOMINION FGHT LINES INC COMODFL1,384,494$128.7M0.29%
86SUNNOVA ENERGY INTL INC COM86745K1043,236,385$127.8M0.29%
87BROOKFIELD RENEWABLE CORP CL A SUBBEPC3,576,515$125.0M0.28%
88OTIS WORLDWIDE CORP COMOTIS3,458,027$122.1M0.27%
89SALESFORCE INCCRM2,040,266$120.4M0.27%
90STEM INC COMSTEM1,637,883$119.5M0.27%
91ICON PLC SHSICLR541,452$119.1M0.27%
92VANGUARD INDEX FDS S&P 500 ETF SHS922908363536,245$118.1M0.27%
93ONEOK INC NEW COMOKE1,513,523$117.2M0.26%
94ROPER TECHNOLOGIES, INC.ROP1,032,282$116.9M0.26%
95BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A374,179$115.5M0.26%
96NEW LINDE PLC NPVLIN1,072,966$112.8M0.25%
97INTUITIVE SURGICAL INC COM NEWISRG462,285$110.5M0.25%
98CINTAS CORP COMCTAS235,280$108.9M0.24%
99MORGAN STANLEY COM NEWMS-PQ1,326,967$107.6M0.24%
100SHERWIN WILLIAMS CO COMSHW485,999$107.5M0.24%
101RITCHIE BROS AUCTIONEERS COM767744105534,822$106.6M0.24%
102NOVARTIS AG SPONSORED ADRNVSEF409,995$106.4M0.24%
103UBS AG LONDON BRH ETRACS ALERIAN MLPUSML2,943,482$105.2M0.24%
104AMPHENOL CORP CL A0320951011,269,585$103.8M0.23%
105TEXAS INSTRUMENTS INC COM882508104718,284$102.9M0.23%
106TARGA RES CORP COMTRGP1,296,094$101.5M0.23%
107ENLIGHT RENEWABLE ENERGY LTD SHSENLT470,149$98.9M0.22%
108ISHARES INTERMEDIATE464288612232,741$95.7M0.21%
109NVIDIA CORP COMNVDA370,493$93.7M0.21%
110EOG RES INC COMEOG736,486$90.0M0.20%
111AVALONBAY CMNTYS INC COMAWX524,927$88.2M0.20%
112EDWARDS LIFESCIENCES CORP COMEW1,125,634$87.3M0.20%
113TRANSDIGM GROUP INC COMTDG136,447$86.9M0.19%
114GOLDMAN SACHS GROUP INC COMGSCE271,787$86.7M0.19%
115HENRY JACK & ASSOC INC COM4262811011,917,073$85.3M0.19%
116BROOKFIELD ASSET MGMT INC CL A LTD11271J1072,596,733$84.6M0.19%
117ROBERT HALF INTL INC COMRHI807,468$84.3M0.19%
118ISHARES RUSSELL 1000 ETF464287622369,153$83.6M0.19%
119TRACTOR SUPPLY CO COMTSCO154,126$83.0M0.19%
120DICKS SPORTING GOODS INC OC-COM253393102584,054$82.9M0.19%
121COMCAST CORP CL ACCZ2,184,615$82.8M0.19%
122ACCENTURE PLC CLASS A ORDINARYACN289,044$82.6M0.19%
123BROWN & BROWN INC COMBRO1,437,715$82.6M0.19%
124ULTA BEAUTY, INCULTA182,362$82.0M0.18%
125QURATE RETAIL, INC. SERIES A74915M100371,430$81.3M0.18%
126IDEXX LABORATORIES INC COM45168D104179,272$81.2M0.18%
127INTERCONTINENTAL HOTELS GROUP PLC45857P806417,055$80.8M0.18%
128COSTAR GROUP INC COMCSGP1,160,035$79.9M0.18%
129IRON MTN INC NEW COM46284V1011,187,615$79.0M0.18%
130ISHARES RUSSELL 1000 GROWTH ETF464287614519,880$77.9M0.17%
131ALCON INC ORD SHSALC1,095,117$77.3M0.17%
132WESTERN MIDSTREAM PARTNERS L PWES1,723,166$76.6M0.17%
133JOHNSON & JOHNSON COMJNJ1,019,316$75.9M0.17%
134MPLX LP COM UNIT REP LTDMPLXP2,620,487$75.4M0.17%
135BROADRIDGE FINL SOLUTIONS INC COM11133T103512,362$75.1M0.17%
136MERCK & CO INC NEW COMMRK1,098,201$73.1M0.16%
137XCEL ENERGY INC COMXELLL1,076,909$72.6M0.16%
138MONOLITHIC POWER SYSTEMS INC609839105143,407$71.8M0.16%
139SPDR S&P 500 ETF TRUSTSPY220,560$71.7M0.16%
140NEXTERA ENERGY PARTNERS LP COM UNITNEE-PW1,336,443$70.2M0.16%
141BROOKFIELD INFRASTRUCTURE CORP COMBIPC1,494,031$68.8M0.15%
142NIKE INC CL BNKE259,106$68.5M0.15%
143IQVIA HLDGS INC COMIQV1,176,329$68.3M0.15%
144ISHARES GOLD TR ISHARES NEWIAU1,402,798$68.3M0.15%
145ENTEGRIS INC COMENTG976,198$66.9M0.15%
146KINSALE CAPITAL GROUP INC49714P108221,806$66.6M0.15%
147DOMINION ENERGY, INCD1,149,806$64.3M0.14%
148ISHARES RUSSELL 2000 ETF464287655530,966$64.1M0.14%
149US FOODS HLDG CORP COMUSFD460,853$63.9M0.14%
150THERMO FISHER CORP COMTMO681,286$63.7M0.14%
151AMGEN INC COMAMGN260,017$62.9M0.14%
152ASML HOLDING N V NYREGISTRY SHSASMLF91,143$62.0M0.14%
153SPROUTS FMRS MKT INC COM85208M102432,201$61.9M0.14%
154EQUINIX INC COM PAREQIX100,971$61.7M0.14%
155LIBERTY LATIN AMERICA LTD COM CL CLILAB866,597$60.7M0.14%
156CDW CORP COMCDW310,463$60.5M0.14%
157ADVANCED MICRO DEVICES INC COMAMD602,193$59.0M0.13%
158VANGUARD INDEX FDS VANGUARD VALUE9229087441,594,439$58.8M0.13%
159SOLAREDGE TECHNOLOGIES INC COMSEDG141,471$57.9M0.13%
160MERCADOLIBRE INC COMMELI55,862$57.5M0.13%
161STRYKER CORP COMSYK1,127,130$57.5M0.13%
162LIVE NATION ENTERTAINMENT INC COMLYV567,807$54.7M0.12%
163BROOKFIELD RENEWABLE PARTNERS LPG162581081,707,975$53.8M0.12%
164AUTOZONE INC COMAZO21,801$53.6M0.12%
165O I GLASS INC COMOI647,748$53.3M0.12%
166UNITED RENTALS INCURI134,045$53.0M0.12%
167SBA COMMUNICATIONS CORP NEW CL ASBAC308,224$52.0M0.12%
168LIVENT CORP COMLIVG1,355,961$51.9M0.12%
169YUM CHINA HLDGS INC COMYUMC812,125$51.5M0.12%
170ISHARES MSCI ALL COUNTRY ASIA EX4642881821,161,856$51.0M0.11%
171CADENCE DESIGN SYSTEM INC COMCDNS235,643$49.5M0.11%
172WASTE MANAGEMENT INC COM94106L109324,475$48.2M0.11%
173PEMBINA PIPELINE CORP COMPPLOF235,841$48.0M0.11%
174INTERNATIONAL BUSINESS MACHS CORPINTR490,398$47.3M0.11%
175BROOKFIELD INFRASTRUCTURE PAG162521011,383,937$46.7M0.10%
176AMERIPRISE FINL INC COM03076C106149,387$45.8M0.10%
177STARBUCKS CORP COMSBUX460,757$45.6M0.10%
178TRANSUNION COMTRU250,302$44.9M0.10%
179ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY433,997$44.3M0.10%
180WILLIAMS COS INC COM9694571001,779,563$44.2M0.10%
181COLGATE PALMOLIVE CO COMCL585,381$44.0M0.10%
182INGERSOLL RAND INC COMIR328,721$42.6M0.10%
183META PLATFORM, INC.META309,861$41.6M0.09%
184VANGUARD INDEX FDS VANGUARD MID-CAP922908629881,076$41.5M0.09%
185AON PLC SHS CL AAON128,099$40.4M0.09%
186CHUBB LTD COMCB205,964$40.0M0.09%
187GARTNER INC COMIT129,749$39.5M0.09%
188UNITED PARCEL SVC INC CL BUPS115,459$38.4M0.09%
189AMERICAN EXPRESS CO COMAXP229,717$37.9M0.09%
190ISHARES CORE S&P SMALL-CAP ETF464287804368,300$37.8M0.08%
191INTUIT COMINTU92,824$37.2M0.08%
192MEDTRONIC PLC SHSMDT433,898$36.2M0.08%
193TREACE MED CONCEPTS INC COM89455T1091,411,217$35.5M0.08%
194FARFETCH LTD ORD SH CL A30744W107653,658$35.2M0.08%
195GLOBAL PMTS INC COM37940X102108,106$34.7M0.08%
196DT MIDSTREAM INC COMMON STOCKDTM697,404$34.4M0.08%
197FRESHWORKS INC CLASS AFRSH417,108$34.2M0.08%
198IPATH SELECT MLP ETNVXZ327,224$34.2M0.08%
199BANCO SANTANDER SA ADRBCDRF9,251,519$34.1M0.08%
200KIMBELL RTY PARTNERS LP UNIT49435R102647,169$34.0M0.08%
201CANADIAN NATL RY CO COM136375102281,096$33.2M0.07%
202ALIGN TECHNOLOGY INC COMALGN99,188$33.1M0.07%
203SCHWAB STRATEGIC TR US DIVIDEND808524797166,651$32.7M0.07%
204COCA COLA CO COMKO524,656$32.5M0.07%
205SONY CORP AMERN SH NEWSNEJF289,095$32.5M0.07%
206ROYAL DUTCH SHELL PLCRYDAF568,795$31.7M0.07%
207BHP GROUP LIMITEDBHPLF492,922$31.3M0.07%
208STONECO LTD COM CL ASTNE235,082$30.8M0.07%
209ANSYS INC COM03662Q10591,743$30.5M0.07%
210MCDONALDS CORP COMMCD123,188$29.9M0.07%
211DIAMONDBACK ENERGY INC COMFANG216,213$29.2M0.07%
212ENPHASE ENERGY INC COMENPH345,433$29.1M0.07%
213APPLE INC COMAAPL175,039$28.9M0.06%
214DIAGEO PLC SPONSORED ADR NEWDGEAF152,407$27.6M0.06%
215AMETEK INC NEW COMAME187,463$27.2M0.06%
216ON SEMICONDUCTOR CORP COMON135,844$26.9M0.06%
217EQUITRANS MIDSTREAM CORPORATIO COM294600101604,420$26.2M0.06%
218MARVELL TECHNOLOGY GROUP LTD COMMRVL324,065$25.9M0.06%
219LOWES COS INC COM548661107173,927$25.3M0.06%
220AVANTOR INC COMAVTR1,185,066$25.1M0.06%
221BLACK STONE MINERALS L P COM UNITBSMLP1,575,570$24.7M0.06%
222SOUTHWESTERN ENERGY CO COM845467109705,289$24.7M0.06%
223RALPH LAUREN CORP CL ARL226,963$24.6M0.06%
224EURONET WORLDWIDE INC COMEEFT287,411$24.5M0.05%
225BROADCOM INC COMAVGO37,884$24.3M0.05%
226DTE ENERGY CO COMDTK221,022$24.2M0.05%
227DATADOG INC CL A COMDDOG330,470$24.0M0.05%
228REPUBLIC SVCS INC COM76075910055,956$23.9M0.05%
229ALNYLAM PHARMACEUTICALS INC COMALNY117,748$23.6M0.05%
230CLEARWAY ENERGY INC CL CCWEN-A751,800$23.6M0.05%
231ELEMENT SOLUTIONS INC COMESI51,179$23.5M0.05%
232ILLINOIS TOOL WKS INC COM452308109158,126$23.4M0.05%
233TXO ENERGY PARTNERS LP COM UNITTXO510,362$23.1M0.05%
234WALMART INC.WMT290,606$22.7M0.05%
235MIMEDX GROUP INC COMMDXG255,897$22.5M0.05%
236VANGUARD INDEX FDS TOTAL STK MKT922908769328,777$22.4M0.05%
237JPMORGAN CHASE & CO ALERIAN MLPVYLD138,339$22.3M0.05%
238MSCI INC CL AMSCI60,570$22.3M0.05%
239BRISTOL MYERS SQUIBB CO COMCELG-RI317,405$22.0M0.05%
240GLOBAL X FDS37954Y6731,214,643$22.0M0.05%
241AMERICAN ELEC PWR INC COM025537101240,457$21.9M0.05%
242VIPER ENERGY PARTNERS LP COM UNT RPVNOM454,251$21.9M0.05%
243FERRARI N V COMRACE217,613$21.8M0.05%
244EXXON MOBIL CORP COMXOM520,665$21.7M0.05%
245HUBSPOT INC COMHUBS43,461$21.7M0.05%
246CROWN HLDGS INC COMCCK255,167$21.1M0.05%
247APTIV PLC COM NEWAPTV187,205$21.0M0.05%
248FOMENTO ECONOMICO MEXICANO SAB SPON344419106255,771$20.9M0.05%
249HUBBELL INC COMHUBB88,715$20.5M0.05%
250TEMPUR SEALY INTERNATIONAL INC.SGI28,016$20.5M0.05%
251TAIWAN SEMICONDUCTOR MFG CO LTD874039100368,810$20.3M0.05%
252CMS ENERGY CORP COMCMS-PC329,743$20.2M0.05%
253CHARLES RIV LABORATORIES INTL INC159864107100,222$20.2M0.05%
254ALLIANT ENERGY CORP COMLNT377,727$20.2M0.05%
255SYNOPSYS INC COMSNPS102,226$19.9M0.04%
256DYNATRACE INC COMDT464,979$19.7M0.04%
257AGILENT TECHNOLOGIES INC COMA137,687$19.0M0.04%
258BARCLAYS BK PLC IPATH DOW JONES UBSVXZ592,214$18.7M0.04%
259WARNER BROS DISCOVERY INC SERIES AWBD816,151$18.2M0.04%
260ISHARES IBOXX $ INVESTMENT464287242190,731$18.1M0.04%
261ISHARES SHORT-TERM NATIONAL MUNI464288158292,456$17.7M0.04%
262AMEREN CORP COMAEE204,082$17.6M0.04%
263EVERGY INC COMEVRG225,070$17.6M0.04%
264ALLIANCEBERNSTEIN HOLDING LP UNIT01881G106481,566$17.6M0.04%
265ECOLAB INC COMECL144,831$17.5M0.04%
266AMAZON.COM INC COMAMZN168,287$17.4M0.04%
267FLOOR & DECOR HLDGS INC CL AFND177,946$17.0M0.04%
268DEERE & CO COMDE40,861$16.9M0.04%
269ENVESTNET INC COM29404K106149,756$16.8M0.04%
270RICE ACQUISITION CORP II SHS CL AG75529100287,872$16.6M0.04%
271PROCTER & GAMBLE CO COM742718109376,056$16.4M0.04%
272ORACLE CORP COMORCL-PD386,616$16.1M0.04%
273AMERISOURCEBERGEN CORP COMCOR100,845$16.1M0.04%
274US BANCORP DEL COM NEWUSB-PS73,942$16.0M0.04%
275RESMED INC COMRSMDF144,285$15.9M0.04%
276BECTON DICKINSON & CO COMBDX64,235$15.9M0.04%
277BIO-TECHNE CORPTECH212,772$15.8M0.04%
278ALBEMARLE CORP COMALB-PA71,056$15.7M0.04%
279BERRY GLOBAL GROUP INC.08579W103265,746$15.7M0.04%
280T MOBILE US INC COMTMUSZ27,048$15.6M0.03%
281CVS HEALTH CORP COMCVS204,145$15.2M0.03%
282BROOKFIELD ASSET MANAGMT LTD CL A113004105462,275$15.1M0.03%
283ISHARES RUSSELL MID-CAP GROWTH ETF464287481690,178$14.6M0.03%
284WELLS FARGO & CO NEW COM949746101256,857$14.4M0.03%
285ASHLAND INCASH139,603$14.3M0.03%
286COPART INC COMCPRT189,385$14.2M0.03%
287ISHARES U.S. TECHNOLOGY ETF46428772190,158$13.9M0.03%
288BANK OF AMERICA CORP COM060505104485,235$13.9M0.03%
289ISHARES RUSSELL 1000 VALUE ETF464287598151,589$13.9M0.03%
290PLANET FITNESS INC CL APLNT237,370$13.8M0.03%
291FLEETCOR TECHNOLOGIES INC COM339041105109,312$13.5M0.03%
292NEXTERA ENERGY INC COMNEE-PW84,326$13.4M0.03%
293BOEING CO COMBA-PA62,991$13.4M0.03%
294THE CIGNA GROUP12552310074,193$13.4M0.03%
295HONEYWELL INTERNATIONAL INC COM43851610631,172$13.4M0.03%
296MOODYS CORPMCO43,652$13.4M0.03%
297VERIZON COMMUNICATIONS INC COMVZ147,362$13.3M0.03%
298DOMINOS PIZZA INC COMDPZ40,037$13.2M0.03%
299INVESCO QQQ TR UNIT SER 1IVZ93,783$13.1M0.03%
300INTERCONTINENTAL EXCHANGE, INC COM45866F10429,311$13.1M0.03%
301INTEL CORP COMINTC358,058$12.9M0.03%
302MASCO CORP COMMAS9,698$12.8M0.03%
303WEYERHAEUSER CO COMWY104,678$12.8M0.03%
304HUMANA INC COMHUM48,337$12.2M0.03%
305HOLLY ENERGY PARTNERS L P COM UT LTD435763107402,041$11.8M0.03%
306ALTRIA GROUP INC COMMO263,260$11.7M0.03%
307LLOYDS BANKING GROUP PLC SPONSOREDLLOBF212,570$11.5M0.03%
308TESLA, INCTSLA96,759$11.5M0.03%
309GENERAL ELECTRIC CO COM NEW36960430174,813$11.4M0.03%
310CHESAPEAKE ENERGY CORP COMEXE150,300$11.4M0.03%
311TRAVEL PLUS LEISURE CO COM89416410258,183$11.3M0.03%
312ISHARES MSCI EAFE ETF46428746546,137$11.3M0.03%
313KANZHUN LIMITED SPONSORED ADSBZ83,656$11.2M0.03%
314MARSH & MCLENNAN COS COM57174810245,214$11.2M0.03%
315WOODSIDE ENERGY GROUP LTDWOPEF492,843$11.1M0.02%
316ALPHABET INC CAP STK CL CGOOG105,022$10.9M0.02%
317WAYFAIR INC CL AW82,548$10.9M0.02%
318FLEX LTDFLEX90,378$10.9M0.02%
319AUTODESK INC COMADSK51,908$10.8M0.02%
320SCHWAB STRATEGIC TR US BROAD MKT ETF80852410232,132$10.7M0.02%
321UNIVAR SOLUTIONS, INC.91336L10751,801$10.5M0.02%
322SOUTHERN CO COMSOMN132,120$10.4M0.02%
323TOYOTA MTR CORP SPONSORED ADRTOYOF178,960$10.4M0.02%
324ALPS ETF TR CLEAN ENERGY ETF00162Q460222,138$10.3M0.02%
325KIMBERLY CLARK CORP COMKMB32,929$10.2M0.02%
326GARRETT MOTION INC PFD CONV SER AGTX594,389$10.2M0.02%
327WASTE CONNECTIONS INC COMWCN148,485$10.2M0.02%
328CATERPILLAR INC COMCAT44,307$10.1M0.02%
329YUM BRANDS INC COMYUM76,369$10.1M0.02%
330ISHARES RUSSELL MID-CAP VALUE ETF464287473135,485$9.9M0.02%
331TC ENERGY CORP COMTRPRF453,131$9.9M0.02%
332UNILEVER PLC SPONSORED ADR NEWUNLYF59,632$9.8M0.02%
333BRAZE INC COM CL ABRZE283,399$9.8M0.02%
334ROSS STORES INC COMROST176,152$9.4M0.02%
335EQUINOR ASA SPONSORED ADRSTOHF706,785$9.4M0.02%
336SERVICENOW INC COMNOW25,652$9.4M0.02%
337SYSCO CORP COMSYY50,053$9.3M0.02%
338ISHARES CORE S&P MID-CAP ETF46428750791,012$9.3M0.02%
339PFIZER INC COMPFE72,900$9.3M0.02%
340ACADEMY SPORTS & OUTDOORS INC COMASO140,998$9.2M0.02%
341ABBOTT LABORATORIES COMABLZF89,332$9.0M0.02%
342VANGUARD FTSE DEVELOPED MARKETS ETF92194385865,490$9.0M0.02%
343OSHKOSH CORPORATIONOSK117,954$9.0M0.02%
344PAYPAL HLDGS INC COMPYPL99,200$8.7M0.02%
345O'REILLY AUTOMOTIVE INC67103H10710,245$8.7M0.02%
346VANGUARD WHITEHALL FDS INC HIGH DIV92194640671,014$8.6M0.02%
347ISHARES S&P 500 GROWTH ETF46428730987,437$8.6M0.02%
348FASTENAL CO COMFAST115,571$8.5M0.02%
349COCA COLA CO COMKO134,858$8.4M0.02%
350OMNIAB INC COMOABIW59,660$8.2M0.02%
351PEPSICO INC COMPEP104,668$8.1M0.02%
352GENERAL MILLS INC COM37033410497,725$8.1M0.02%
353EVERSOURCE ENERGY COMES159,282$8.1M0.02%
354CANADIAN PAC RY LTD COM13645T100103,803$8.0M0.02%
355ISHARES RUSSELL MID-CAP ETF46428749952,449$8.0M0.02%
356FREEPORT-MCMORAN INC CL BFCX33,803$7.9M0.02%
357ALTUS PWR INC02217A1021,430,671$7.8M0.02%
358ACCEL ENTERTAINMENT INC COM CL AACEL853,988$7.8M0.02%
359VANGUARD INTL EQUITY INDEX FDS FTSE922042775161,854$7.7M0.02%
360VANGUARD SPECIALIZED PORTFOLIOS92190884489,873$7.7M0.02%
361SITIO ROYALTIES CORP CLASS A COM82983N1081,535,548$7.7M0.02%
362ZURN ELKAY WATER SOLUTIONS98983L108354,303$7.6M0.02%
363MARRIOTT INTERNATIONAL CL A571903202142,411$7.5M0.02%
364ALPHABET INC CAP STK CL AGOOG72,322$7.5M0.02%
365AIRBNB INC COM CL AABNB60,173$7.5M0.02%
366BILL HOLDINGS INC COMBILL91,193$7.4M0.02%
367HP INC COMHPQ42,990$7.3M0.02%
368GILEAD SCIENCES INC COMGILD70,713$7.3M0.02%
369SELECT SECTOR SPDR TR TECHNOLOGY81369Y80345,810$7.0M0.02%
370IDEX CORP COM45167R104113,541$7.0M0.02%
371GOLUB CAP BDC INC COM38173M102127,084$6.9M0.02%
372GENPACT LIMITED SHSG239,234$6.8M0.02%
373VANGUARD REAL ESTATE ETF92290855344,623$6.8M0.02%
374CISCO SYS INC COMCSCO130,367$6.8M0.02%
375HOME DEPOT INC COMHD27,947$6.8M0.02%
376OLD REPUBLIC INTL CORP COM68022310488,648$6.8M0.02%
377REGAL REXNORD CORPORATIONRRX116,469$6.8M0.02%
378AMERICAN WTR WKS CO INC NEW COM03042010345,331$6.6M0.01%
379SELECT SECTOR SPDR TR FINANCIAL81369Y60595,372$6.6M0.01%
380SHOPIFY INC CL ASHOP101,288$6.6M0.01%
381SCHLUMBERGER LTD COMSLB104,755$6.6M0.01%
382VANGUARD FTSE EMERGING MARKETS ETF922042858122,766$6.6M0.01%
383SPLUNK INC COM84863710417,039$6.5M0.01%
384ESSENTIAL UTILS INC COM29670G10231,186$6.5M0.01%
385MONSTER BEVERAGE CORP NEW COMMNST11,494$6.4M0.01%
386INVESCO LTDIVZ32,548$6.4M0.01%
387CUMMINS INC COMCMI26,538$6.3M0.01%
388ENBRIDGE INC COMENNPF427,601$6.3M0.01%
389HOWMET AEROSPACE INC COMHWM12,888$6.3M0.01%
390WIX COM LTD SHSWIX62,194$6.2M0.01%
391SPDR PORTFOLIO S&P 500 VALUE ETF78464A508236,822$6.2M0.01%
392ACUITY BRANDS INC COMAYI33,362$6.1M0.01%
393NETFLIX INC COMNFLX40,140$6.1M0.01%
3943M CO COMMMM57,530$6.0M0.01%
395PHILIP MORRIS INTL INC COM71817210963,996$6.0M0.01%
396ALLSTATE CORP COMALL-PJ54,115$6.0M0.01%
397RYAN SPECIALTY GROUP HLDGS INC CL ARYAN125,918$6.0M0.01%
398TRAVELERS COS INC COMTRV15,523$5.9M0.01%
399RIVERNORTH / DOUBLELINE STRATEGICOPP-PC29,382$5.9M0.01%
400ASTRAZENECA PLC SPONSORED ADRAZN84,475$5.9M0.01%
401HERSHEY CO COMHSY20,040$5.9M0.01%
402KKR & CO INC CL AKKRT38,033$5.8M0.01%
403SMARTSHEET INC COM CL A83200N10332,028$5.8M0.01%
404ARCHROCK INC COMAROC596,938$5.8M0.01%
405DANAHER CORP COM23585110223,000$5.8M0.01%
406CARRIER GLOBAL CORPORATION COMCARR124,403$5.7M0.01%
407PALANTIR TECHNOLOGIES INC CL APLTR86,346$5.7M0.01%
408ISHARES MSCI EMERGING MARKETS ETF46428723436,319$5.5M0.01%
409FISERV INC COMFISV26,034$5.5M0.01%
410EMERSON ELEC CO COMEMR106,052$5.4M0.01%
411SPDR SERIES TRUST S&P DIVID ETF78464A76363,770$5.4M0.01%
412VANGUARD INDEX FDS GROWTH ETF92290873634,478$5.4M0.01%
413XYLEM INC COMXYL51,550$5.4M0.01%
414JOHN MARSHALL BANCORP INC COMJMSB41,212$5.4M0.01%
415ESSEX PPTY TR INC COM29717810547,494$5.3M0.01%
416ARISTA NETWORKS INC COMANET31,506$5.3M0.01%
417WALGREENS BOOTS ALLIANCE INC COM93142710891,554$5.3M0.01%
418MICROSOFT CORP COMMSFT95,590$5.2M0.01%
419PHILLIPS 66 COMPSX58,877$5.1M0.01%
420AT&T INC COMT-PC265,970$5.1M0.01%
421INVESCO EXCHANGE-TRADED FD TR IIIVZ20,383$5.1M0.01%
422CHEVRON CORP NEW COMCVX30,704$5.0M0.01%
423ISHARES RUSSELL 2000 VALUE ETF46428763056,747$5.0M0.01%
424ABBVIE INC COMABBV30,971$4.9M0.01%
425ADOBE INC.ADBE12,742$4.9M0.01%
426RAYTHEON TECHNOLOGIES CORP COMRTX71,552$4.9M0.01%
427PRICE T ROWE GROUP INC COMTROW39,491$4.9M0.01%
428FIVE BELOW INC COMFIVE122,594$4.9M0.01%
429TWILIO INC CL ATWLO146,387$4.9M0.01%
430CSX CORP COMCSX161,888$4.8M0.01%
431INTERPUBLIC GROUP COS INC COMINTR66,361$4.8M0.01%
432JOHNSON CTLS INTL PLC SHSG5150210596,771$4.8M0.01%
433BOOKING HOLDINGS INCBKNG1,755$4.7M0.01%
434AIR PRODS & CHEMS INC COMAIIR16,197$4.7M0.01%
435ISHARES IBOXX $ HIGH YIELD464288513110,340$4.6M0.01%
436SPDR GOLD TR GOLD SHSGLD74,631$4.6M0.01%
437CULP INC COMCULP879,844$4.6M0.01%
438KEYSIGHT TECHNOLOGIES INC COMKEYS197,325$4.5M0.01%
439ISHARES CORE U.S. AGGREGATE BOND ETF46428722692,433$4.5M0.01%
440CLEARWAY ENERGY INC CL ACWEN-A150,002$4.5M0.01%
441WHEATON PRECIOUS METALS CORP COMWPM27,000$4.5M0.01%
442AMERICAN TOWER CORPORATION03027X10021,914$4.5M0.01%
443EBAY INC COMEBAY27,921$4.5M0.01%
444ISHARES TRUST ISHARES PREFERRED AND464288687180,196$4.4M0.01%
445M D C HLDGS INC COM55267610826,559$4.4M0.01%
446MODEL N INC COM60752510215,355$4.4M0.01%
447UNIFIRST CORPUNF24,463$4.3M0.01%
448ZOETIS INC CL AZTS25,811$4.3M0.01%
449ANALOG DEVICES INC COMADI21,730$4.3M0.01%
450SNOWFLAKE INC CL ASNOW65,561$4.3M0.01%
451TYLER TECHNOLOGIES INCTYL11,950$4.2M0.01%
452COUPANG INC CL ACPNG263,274$4.2M0.01%
453SCHWAB STRATEGIC TR US SMALL CAP ETF80852460743,949$4.1M0.01%
454FIDELITY NATL INFORMATION SVCS INC31620M10635,985$4.1M0.01%
455NIKE INC CL BNKE14,560$4.0M0.01%
456KLA CORPORATIONKLAC36,786$3.9M0.01%
457KINDER MORGAN INC DEL COMEP-PC86,488$3.9M0.01%
458MANULIFE FINL CORP COM56501R10611,552$3.9M0.01%
459ISHARES SELECT DIVIDEND ETF46428716844,154$3.9M0.01%
460D R HORTON INC COM23331A10939,599$3.9M0.01%
461MARKEL CORPMKL3,017$3.9M0.01%
462DUKE ENERGY CORP NEW COMDUKB39,869$3.8M0.01%
463AUTOMATIC DATA PROCESSING INC COMADP17,222$3.8M0.01%
464MOTOROLA SOLUTIONS INC COM NEWMSI11,317$3.8M0.01%
465AVERY DENNISON CORP COMAVY21,341$3.8M0.01%
466APELLIS PHARMACEUTICALS INC COMAPLS56,985$3.8M0.01%
467COSTCO WHSL CORP NEW COM22160K1057,521$3.7M0.01%
468LEGGETT & PLATT INC COMLEG17,603$3.7M0.01%
469HEWLETT PACKARD ENTERPRISE CO COMHPE-PC24,253$3.7M0.01%
470TARGET CORP COMTGT61,988$3.7M0.01%
471UNITEDHEALTH GROUP INC COMUNH19,206$3.6M0.01%
472MARKETAXESS HOLDINGSMKTX9,232$3.6M0.01%
473INVESCO EXCHANGE-TRADED FD TR IIIVZ115,250$3.6M0.01%
474VANGUARD INDEX FDS MID-CAP VALUE92290851230,745$3.6M0.01%
475ISHARES RUSSELL 1000 GROWTH ETF46428761426,119$3.6M0.01%
476J P MORGAN EXCHANGE TRADED FD EQUITY46641Q33259,376$3.6M0.01%
477WORKDAY INCWDAY17,191$3.6M0.01%
478HDFC BANK LTD ADR REPS 3 SHSHDB13,935$3.5M0.01%
479ISHARES MSCI PACIFIC EX JAPAN ETF46428666519,770$3.5M0.01%
480NOVARTIS AG SPONSORED ADRNVSEF10,204$3.5M0.01%
481YUM BRANDS INC COMYUM26,206$3.5M0.01%
482LOCKHEED MARTIN CORP COMLMT21,463$3.4M0.01%
483WEC ENERGY GROUP INCWEC36,302$3.4M0.01%
484VANGUARD INDEX FDS MID-CAP GROWTH92290853821,356$3.4M0.01%
485TE CONNECTIVITY LTD REG SHSTEL24,204$3.4M0.01%
486NORFOLK SOUTHN CORP COM65584410833,908$3.4M0.01%
487QUALCOMM INC COMQCOM25,272$3.4M0.01%
488R L I CORPRLI25,394$3.4M0.01%
489DESKTOP METAL INC COM CL A25058X1051,441,657$3.3M0.01%
490CORNING INC COMGLW93,031$3.3M0.01%
491AMN HEALTHCARE SERVICES INC COM00174410139,538$3.3M0.01%
492TECK COMINCO LIMITED CL BTCKRF14,719$3.2M0.01%
493STERICYCLE INC COM85891210824,209$3.2M0.01%
494VANECK GOLD MINERS ETF92189F10619,390$3.2M0.01%
495DISCOVER FINL SVCS COM25470910832,250$3.2M0.01%
496ISHARES MBS ETF46428858880,268$3.2M0.01%
497ISHARES 1-3 YEAR CREDIT BOND ETF46428864616,254$3.2M0.01%
498BLACKSTONE INCBX36,023$3.2M0.01%
499LAMB WESTON HLDGS INC COMLW100,965$3.1M0.01%
500SOUTHSTATE CORPSSB43,639$3.1M0.01%