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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

CIBC Private Wealth Group, LLC

Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0001298088-23-000027

Total Value
$42.26B
Positions
1,077
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORP COMMSFT7,202,161$2.27B5.42%
2APPLE INC COMAAPL10,900,231$1.87B4.45%
3AMAZON COM INC COMAMZN11,293,655$1.44B3.42%
4ALPHABET INC CAP STK CL AGOOG8,197,580$1.07B2.56%
5OLD DOMINION FREIGHT LINE IN COMODFL2,089,903$855.1M2.04%
6VISA INC COM CL AV3,674,839$845.2M2.02%
7UNITEDHEALTH GROUP INC COMUNH1,479,887$746.1M1.78%
8ALPHABET INC CAP STK CL CGOOG5,260,119$693.5M1.65%
9ASTRAZENECA PLC SPONSORED ADRAZN9,535,736$645.8M1.54%
10BLACKSTONE INC COMBX5,944,205$636.9M1.52%
11DANAHER CORPORATION COM2358511022,374,285$589.1M1.41%
12HOME DEPOT INC COMHD1,919,688$580.1M1.38%
13S&P GLOBAL INC COMSPGI1,412,063$516.0M1.23%
14ROPER TECHNOLOGIES INC COMROP1,026,433$497.1M1.19%
15ABBOTT LABS COMABLZF5,002,542$484.5M1.16%
16NEXTERA ENERGY INC COMNEE-PW8,433,076$483.1M1.15%
17CISCO SYS INC COMCSCO8,925,847$479.9M1.14%
18JPMORGAN CHASE & CO COMVYLD3,264,719$473.4M1.13%
19HONEYWELL INTL INC COM4385161062,331,118$430.7M1.03%
20SALESFORCE INC COMCRM1,992,274$404.0M0.96%
21ELI LILLY & CO COMLLY751,423$403.6M0.96%
22ADOBE INC COMADBE791,115$403.4M0.96%
23LINDE PLC SHSLIN1,061,232$395.1M0.94%
24PIONEER NAT RES CO COM7237871071,661,432$381.4M0.91%
25MARTIN MARIETTA MATLS INC COM573284106879,089$360.8M0.86%
26PEPSICO INC COMPEP2,106,591$356.9M0.85%
27UNION PAC CORP COMUNP1,740,683$354.5M0.85%
28TJX COS INC NEW COM8725401093,901,101$346.7M0.83%
29RTX CORPORATION COMRTX4,678,684$336.7M0.80%
30THERMO FISHER SCIENTIFIC INC COMTMO661,153$334.7M0.80%
31T-MOBILE US INC COMTMUSZ2,316,082$324.4M0.77%
32CHEVRON CORP NEW COMCVX1,876,888$316.5M0.75%
33COSTCO WHSL CORP NEW COMCOST538,334$304.1M0.73%
34CME GROUP INC COMCME1,503,910$301.1M0.72%
35ENTERPRISE PRODS PARTNERS L COM29379210710,815,232$296.0M0.71%
36INTERCONTINENTAL EXCHANGE IN COMICE2,648,854$291.4M0.70%
37HENRY JACK & ASSOC INC COM4262811011,917,977$289.9M0.69%
38ANALOG DEVICES INC COMADI1,642,622$287.6M0.69%
39MASTERCARD INCORPORATED CL AMA717,801$284.2M0.68%
40AMERICAN TOWER CORP NEW COMAMT1,709,940$281.2M0.67%
41CONOCOPHILLIPS COMCOP2,304,476$276.1M0.66%
42OTIS WORLDWIDE CORP COMOTIS3,379,976$271.4M0.65%
43FISERV INC COMFISV2,303,644$260.2M0.62%
44VICI PPTYS INC COM9256521098,737,553$254.3M0.61%
45TE CONNECTIVITY LTD SHSTEL2,045,819$252.7M0.60%
46DISNEY WALT CO COM2546871063,106,606$251.8M0.60%
47QUALCOMM INC COMQCOM2,235,318$248.3M0.59%
48PROLOGIS INC. COMPLDGP2,209,648$247.9M0.59%
49CHENIERE ENERGY INC COM NEWLNG1,472,513$244.4M0.58%
50VANGUARD INDEX FDS S&P 500 ETF SHS922908363619,215$243.2M0.58%
51BARCLAYS BANK PLC IPATH SELCT MLPVXZ11,595,767$242.9M0.58%
52PALO ALTO NETWORKS INC COMPANW1,030,115$241.5M0.58%
53AUTOMATIC DATA PROCESSING IN COMADP959,820$230.9M0.55%
54VANGUARD INDEX FDS MID CAP ETF9229086291,107,691$230.7M0.55%
55IQVIA HLDGS INC COMIQV1,166,167$229.4M0.55%
56MONDELEZ INTL INC CL A6092071053,223,296$223.7M0.53%
57STRYKER CORPORATION COMSYK817,467$223.4M0.53%
58MICROCHIP TECHNOLOGY INC. COMMCHPP2,671,819$208.5M0.50%
59ALPS ETF TR CLEAN ENERGY00162q4605,413,328$198.0M0.47%
60ARES MANAGEMENT CORPORATION CL A COM STKARES-PB1,902,816$195.7M0.47%
61BLACKROCK INC COMBLK297,061$192.0M0.46%
62ELEVANCE HEALTH INC COMELV430,941$187.6M0.45%
63VANGUARD INDEX FDS SMALL CP ETF922908751991,464$187.5M0.45%
64ENERGY TRANSFER L P COM UT LTD PTNET-PI13,312,805$186.8M0.45%
65ISHARES TR CORE S&P500 ETF464287200431,649$185.4M0.44%
66US BANCORP DEL COM NEWUSB-PS5,566,995$184.0M0.44%
67JPMORGAN CHASE & CO ALERIAN ML ETN46625h3657,259,066$179.3M0.43%
68ICON PLC SHSICLR689,601$169.8M0.41%
69PNC FINL SVCS GROUP INC COM6934751051,354,470$166.3M0.40%
70ISHARES TR RUS 1000 GRW ETF464287614613,402$163.2M0.39%
71J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM46641q3322,984,653$159.9M0.38%
72ONEOK INC NEW COMOKE2,458,318$155.9M0.37%
73NVIDIA CORPORATION COMNVDA358,461$155.9M0.37%
74ISHARES TR RUS MID CAP ETF4642874992,228,516$154.3M0.37%
75VANGUARD INDEX FDS VALUE ETF9229087441,110,882$153.2M0.37%
76VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF9220428583,718,841$145.8M0.35%
77CINTAS CORP COMCTAS289,457$139.2M0.33%
78META PLATFORMS INC CL AMETA461,773$138.6M0.33%
79CHIPOTLE MEXICAN GRILL INC COMCMG74,919$137.2M0.33%
80SCHWAB CHARLES CORP COMSCHW-PJ2,441,362$134.0M0.32%
81FIDELITY NATL INFORMATION SV COM31620m1062,360,230$130.4M0.31%
82INTUITIVE SURGICAL INC COM NEWISRG444,090$129.8M0.31%
83PFIZER INC COMPFE3,884,174$128.8M0.31%
84VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT9219438582,901,001$126.8M0.30%
85BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A362,049$126.8M0.30%
86ABBVIE INC COMABBV839,112$125.1M0.30%
87AMPHENOL CORP NEW CL A0320951011,466,329$123.2M0.29%
88SHERWIN WILLIAMS CO COMSHW479,785$122.4M0.29%
89DOLLAR GEN CORP NEW COM2566771051,104,094$116.8M0.28%
90MERCADOLIBRE INC COMMELI91,100$115.5M0.28%
91WEC ENERGY GROUP INC COMWEC1,430,984$115.3M0.27%
92MERCK & CO INC COMMRK1,110,561$114.3M0.27%
93ZOETIS INC CL AZTS650,781$113.2M0.27%
94JOHNSON & JOHNSON COMJNJ713,316$111.1M0.27%
95WORKDAY INC CL AWDAY515,749$110.8M0.26%
96EQUINIX INC COMEQIX149,477$108.6M0.26%
97TEXAS INSTRS INC COM882508104669,824$106.5M0.25%
98L3HARRIS TECHNOLOGIES INC COMLHX602,248$104.9M0.25%
99TARGA RES CORP COMTRGP1,191,453$102.1M0.24%
100TRANSDIGM GROUP INC COMTDG119,904$101.1M0.24%
101ENTEGRIS INC COMENTG1,059,647$99.5M0.24%
102BROWN & BROWN INC COMBRO1,409,130$98.4M0.23%
103ISHARES TR RUSSELL 2000 ETF464287655554,298$98.0M0.23%
104COSTAR GROUP INC COMCSGP1,232,258$94.7M0.23%
105KINSALE CAP GROUP INC COM49714p108225,687$93.5M0.22%
106COMCAST CORP NEW CL ACCZ2,051,773$91.0M0.22%
107SPDR S&P 500 ETF TR TR UNITSPY211,897$90.6M0.22%
108AVALONBAY CMNTYS INC COMAWX524,145$90.0M0.21%
109MPLX LP COM UNIT REP LTDMPLXP2,453,590$87.3M0.21%
110ISHARES TR RUS 1000 ETF464287622367,557$86.3M0.21%
111BROADRIDGE FINL SOLUTIONS IN COMBR474,866$85.0M0.20%
112ACCENTURE PLC IRELAND SHS CLASS AACN274,925$84.4M0.20%
113ISHARES TR MSCI EAFE ETF4642874651,197,393$82.5M0.20%
114GOLDMAN SACHS GROUP INC COMGSCE249,396$80.7M0.19%
115EDWARDS LIFESCIENCES CORP COMEW1,160,639$80.4M0.19%
116BROOKFIELD CORP CL A LTD VT SH11271J1072,550,003$79.7M0.19%
117BROOKFIELD RENEWABLE CORP CL A SUB VTGBEPC3,310,946$79.3M0.19%
118HOWMET AEROSPACE INC COMHWM1,710,061$79.1M0.19%
119IDEXX LABS INC COM45168d104176,394$77.1M0.18%
120MORGAN STANLEY COM NEWMS-PQ867,060$70.8M0.17%
121ISHARES TR MSCI AC ASIA ETF4642881821,112,290$70.6M0.17%
122GLOBAL X FDS US INFR DEV ETF37954y6732,316,745$70.4M0.17%
123AMERIPRISE FINL INC COMAMP210,684$69.5M0.17%
124GARTNER INC COMIT201,125$69.1M0.16%
125MONOLITHIC PWR SYS INC COM609839105147,222$68.0M0.16%
126AMGEN INC COMAMGN249,579$67.1M0.16%
127ASML HOLDING N V N Y REGISTRY SHSASMLF113,298$66.7M0.16%
128IRON MTN INC DEL COMIRM1,100,879$65.4M0.16%
129ISHARES GOLD TR ISHARES NEWIAU1,856,486$65.0M0.15%
130INTERNATIONAL BUSINESS MACHS COMINTR459,201$64.4M0.15%
131PROCTER AND GAMBLE CO COM742718109440,693$64.3M0.15%
132EXXON MOBIL CORP COMXOM545,941$64.2M0.15%
133ISHARES TR RUS MD CP GR ETF464287481700,129$64.0M0.15%
134INTUIT COMINTU123,805$63.3M0.15%
135CROWDSTRIKE HLDGS INC CL ACRWD377,894$63.3M0.15%
136CADENCE DESIGN SYSTEM INC COMCDNS269,399$63.1M0.15%
137UBS AG LONDON BRANCH ETRACS ALER MLP90274d3822,903,909$61.7M0.15%
138HUBSPOT INC COMHUBS123,087$60.6M0.14%
139DICKS SPORTING GOODS INC COM253393102550,558$59.8M0.14%
140PARKER-HANNIFIN CORP COMPH152,994$59.6M0.14%
141ADVANCED MICRO DEVICES INC COMAMD577,974$59.4M0.14%
142AGILENT TECHNOLOGIES INC COMA528,597$59.1M0.14%
143ALCON AG ORD SHSALC764,717$59.1M0.14%
144PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN7265031053,661,099$56.1M0.13%
145BROADCOM INC COMAVGO66,958$55.6M0.13%
146DATADOG INC CL A COMDDOG597,660$54.4M0.13%
147AUTOZONE INC COMAZO21,372$54.3M0.13%
148WILLIAMS COS INC COM9694571001,597,300$53.8M0.13%
149HDFC BANK LTD SPONSORED ADSHDB908,656$53.6M0.13%
150FTAI AVIATION LTD SHSFTAIN1,499,380$53.3M0.13%
151LIVE NATION ENTERTAINMENT IN COMLYV620,657$51.5M0.12%
152CENCORA INC COMCOR286,347$51.5M0.12%
153ALIGN TECHNOLOGY INC COMALGN168,780$51.5M0.12%
154YUM CHINA HLDGS INC COMYUMC910,285$50.7M0.12%
155CHUBB LIMITED COMCB240,239$50.0M0.12%
156BROOKFIELD INFRASTRUCTURE CO COM SB VTG SHS ABIPC1,415,094$50.0M0.12%
157ROSS STORES INC COMROST441,256$49.8M0.12%
158NOVARTIS AG SPONSORED ADRNVSEF485,044$49.4M0.12%
159VEEVA SYS INC CL A COMVEEV238,816$48.6M0.12%
160GLOBANT S A COMGLOB244,508$48.4M0.12%
161THE TRADE DESK INC COM CL A88339J105603,325$47.1M0.11%
162NEXTERA ENERGY PARTNERS LP COM UNIT PART INNEE-PW1,558,533$46.3M0.11%
163TRACTOR SUPPLY CO COMTSCO226,434$46.0M0.11%
164MSCI INC COMMSCI87,554$44.9M0.11%
165WESTERN MIDSTREAM PARTNERS L COM UNIT LP INTWES1,637,545$44.6M0.11%
166WALMART INC COMWMT278,654$44.6M0.11%
167BROOKFIELD INFRAST PARTNERS LP INT UNITg162521011,492,702$43.9M0.10%
168ISHARES TR MSCI EMG MKT ETF4642872341,128,531$42.8M0.10%
169VANGUARD INDEX FDS TOTAL STK MKT922908769189,184$40.2M0.10%
170NUSTAR ENERGY LP UNIT COMNU2,303,806$40.2M0.10%
171ORACLE CORP COMORCL-PD378,652$40.1M0.10%
172SBA COMMUNICATIONS CORP NEW CL ASBAC199,732$40.0M0.10%
173HUBBELL INC COMHUBB127,222$39.9M0.10%
174ANSYS INC COM03662Q105133,063$39.6M0.09%
175NETSCOUT SYS INC COMNTCT1,412,739$39.6M0.09%
176FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN33733e500925,155$39.4M0.09%
177AMETEK INC COMAME266,379$39.4M0.09%
178ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY452,190$39.2M0.09%
179MARRIOTT INTL INC NEW CL A571903202199,351$39.2M0.09%
180SHELL PLC SPON ADSRYDAF607,050$39.1M0.09%
181MEDTRONIC PLC SHSMDT497,264$39.0M0.09%
182ULTA BEAUTY INC COMULTA96,959$38.7M0.09%
183IDEX CORP COM45167r104186,061$38.7M0.09%
184CHECK POINT SOFTWARE TECH LT ORDCHKP289,156$38.5M0.09%
185ROBERT HALF INC. COMRHI525,144$38.5M0.09%
186SITIO ROYALTIES CORP CLASS A COM82983N1081,565,773$37.9M0.09%
187E L F BEAUTY INC COMELF343,193$37.7M0.09%
188BANCO SANTANDER S.A. ADRBCDRF10,008,414$37.6M0.09%
189AON PLC SHS CL AAON114,955$37.3M0.09%
190ILLINOIS TOOL WKS INC COM452308109160,769$37.0M0.09%
191FLEETCOR TECHNOLOGIES INC COM339041105144,938$37.0M0.09%
192COCA COLA CO COMKO654,078$36.6M0.09%
193XCEL ENERGY INC COMXELLL636,133$36.4M0.09%
194COPART INC COMCPRT844,398$36.4M0.09%
195LOWES COS INC COM548661107170,070$35.3M0.08%
196BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNITBEPC1,623,641$35.3M0.08%
197HUMANA INC COMHUM71,437$34.8M0.08%
198TOYOTA MOTOR CORP ADSTOYOF192,387$34.6M0.08%
199RESMED INC COMRSMDF232,476$34.4M0.08%
200ENPHASE ENERGY INC COMENPH282,540$33.9M0.08%
201TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS874039100387,701$33.7M0.08%
202MONSTER BEVERAGE CORP NEW COMMNST632,415$33.5M0.08%
203INTERCONTINENTAL HOTELS GROU SPONSORED ADSINTR447,599$33.5M0.08%
204STARBUCKS CORP COMSBUX364,417$33.3M0.08%
205CANADIAN NATL RY CO COM136375102303,244$32.9M0.08%
206INVESCO QQQ TR UNIT SER 1IVZ91,539$32.8M0.08%
207FERRARI N V COMRACE110,389$32.6M0.08%
208SUNNOVA ENERGY INTL INC. COM86745K1043,084,281$32.3M0.08%
209MCDONALDS CORP COMMCD121,378$32.0M0.08%
210CROWN HLDGS INC COMCCK360,566$31.9M0.08%
211ALNYLAM PHARMACEUTICALS INC COMALNY174,130$30.8M0.07%
212AMERICAN EXPRESS CO COMAXP205,466$30.7M0.07%
213INGERSOLL RAND INC COMIR478,171$30.5M0.07%
214DIAMONDBACK ENERGY INC COMFANG192,963$29.9M0.07%
215SOLAREDGE TECHNOLOGIES INC COMSEDG230,568$29.9M0.07%
216BHP GROUP LTD SPONSORED ADSBHPLF521,451$29.7M0.07%
217WASTE CONNECTIONS INC COMWCN220,358$29.6M0.07%
218UNITED RENTALS INC COMURI66,301$29.5M0.07%
219COLGATE PALMOLIVE CO COMCL413,171$29.4M0.07%
220CHARLES RIV LABS INTL INC COM159864107146,392$28.7M0.07%
221KEYSIGHT TECHNOLOGIES INC COMKEYS213,669$28.3M0.07%
222ISHARES TR CORE S&P SCP ETF464287804297,209$28.0M0.07%
223FIVE BELOW INC COMFIVE172,843$27.8M0.07%
224US FOODS HLDG CORP COMUSFD686,745$27.3M0.07%
225SPROUTS FMRS MKT INC COM85208M102634,606$27.2M0.06%
226FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS344419106244,201$26.7M0.06%
227REVVITY INC COMRVTY234,344$25.9M0.06%
228APTIV PLC SHSAPTV260,889$25.7M0.06%
229TRADEWEB MKTS INC CL A892672106320,083$25.7M0.06%
230ISHARES TR RUS 1000 VAL ETF464287598167,191$25.4M0.06%
231LLOYDS BANKING GROUP PLC SPONSORED ADRLLOBF11,881,976$25.3M0.06%
232DOMINION ENERGY INC COMD564,144$25.2M0.06%
233SONY GROUP CORP SPONSORED ADRSNEJF302,467$24.9M0.06%
234PAYLOCITY HLDG CORP COMPCTY136,174$24.7M0.06%
235UNITED PARCEL SERVICE INC CL BUPS158,079$24.6M0.06%
236EQUINOR ASA SPONSORED ADRSTOHF750,560$24.6M0.06%
237KLA CORP COM NEWKLAC53,082$24.3M0.06%
238EURONET WORLDWIDE INC COMEEFT305,486$24.2M0.06%
239BERRY GLOBAL GROUP INC COM08579W103391,671$24.2M0.06%
240REGAL REXNORD CORPORATION COMRRX169,513$24.2M0.06%
241ISHARES TR INTRM GOV CR ETF464288612238,014$24.1M0.06%
242TRANSUNION COMTRU335,711$24.1M0.06%
243TESLA INC COMTSLA96,174$24.1M0.06%
244CMS ENERGY CORP COMCMS-PC449,137$23.9M0.06%
245DIAGEO PLC SPON ADR NEWDGEAF159,298$23.8M0.06%
246FLOOR & DECOR HLDGS INC CL AFND262,092$23.7M0.06%
247ISHARES TR CORE S&P MCP ETF46428750795,054$23.7M0.06%
248LIVENT CORP COMLIVG1,275,586$23.5M0.06%
249NIKE INC CL BNKE243,194$23.3M0.06%
250DT MIDSTREAM INC COMMON STOCKDTM438,200$23.2M0.06%
251ECOLAB INC COMECL136,705$23.2M0.06%
252DOMINOS PIZZA INC COMDPZ58,687$22.2M0.05%
253AVANTOR INC COMAVTR1,052,492$22.2M0.05%
254MASCO CORP COMMAS401,105$21.4M0.05%
255ACADEMY SPORTS & OUTDOORS IN COMASO448,795$21.2M0.05%
256MARVELL TECHNOLOGY INC COMMRVL382,815$20.7M0.05%
257WESCO INTL INC COM95082p105142,720$20.5M0.05%
258SERVICENOW INC COMNOW36,503$20.4M0.05%
259SELECT SECTOR SPDR TR SBI INT-UTILS81369y886341,134$20.1M0.05%
260VANGUARD INDEX FDS SML CP GRW ETF92290859592,359$19.8M0.05%
261THE CIGNA GROUP COM12552310068,877$19.7M0.05%
262AMEREN CORP COMAEE260,686$19.5M0.05%
263ISHARES TR IBOXX INV CP ETF464287242184,538$18.8M0.04%
264BILL HOLDINGS INC COMBILL172,358$18.7M0.04%
265BLACK STONE MINERALS L P COM UNITBSMLP1,076,480$18.5M0.04%
266CLEARWAY ENERGY INC CL CCWEN-A865,740$18.3M0.04%
267TREACE MED CONCEPTS INC COM89455T1091,384,051$18.1M0.04%
268VIPER ENERGY PARTNERS LP COM UNT RP INTVNOM650,161$18.1M0.04%
269FMC CORP COM NEWFMC269,093$18.0M0.04%
270ON SEMICONDUCTOR CORP COMON192,105$17.9M0.04%
271ALBEMARLE CORP COMALB-PA103,235$17.6M0.04%
272CHESAPEAKE ENERGY CORP COMEXE200,641$17.3M0.04%
273BARCLAYS BANK PLC DJUBS CMDT ETN36VXZ534,784$17.2M0.04%
274OSHKOSH CORP COMOSK174,328$16.6M0.04%
275BECTON DICKINSON & CO COMBDX63,342$16.4M0.04%
276LOCKHEED MARTIN CORP COMLMT39,590$16.2M0.04%
277MOODYS CORP COMMCO49,700$15.7M0.04%
278BIO-TECHNE CORP COMTECH228,598$15.6M0.04%
279NETFLIX INC COMNFLX41,069$15.5M0.04%
280DEERE & CO COMDE39,638$15.0M0.04%
281ISHARES TR RUS MDCP VAL ETF464287473141,542$14.8M0.04%
282ZURN ELKAY WATER SOLNS CORP COM98983L108519,692$14.6M0.03%
283ENBRIDGE INC COMENNPF433,778$14.4M0.03%
284AMERICAN ELEC PWR CO INC COM025537101191,320$14.4M0.03%
285EMERSON ELEC CO COMEMR145,780$14.1M0.03%
286REPUBLIC SVCS INC COM76075910098,487$14.0M0.03%
287BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS113004105420,521$14.0M0.03%
288LAMB WESTON HLDGS INC COMLW147,631$13.6M0.03%
289OREILLY AUTOMOTIVE INC COM67103H10714,645$13.3M0.03%
290BERKSHIRE HATHAWAY INC DEL CL ABRK-A25$13.3M0.03%
291SCHWAB STRATEGIC TR US DIVIDEND EQ808524797181,527$12.8M0.03%
292VANGUARD SPECIALIZED FUNDS DIV APP ETF92190884482,326$12.8M0.03%
293TC ENERGY CORP COMTRPRF365,530$12.6M0.03%
294SPDR GOLD TR GOLD SHSGLD73,239$12.6M0.03%
295INTEL CORP COMINTC352,393$12.5M0.03%
296WASTE MGMT INC DEL COMWM81,768$12.5M0.03%
297BRISTOL-MYERS SQUIBB CO COMCELG-RI214,457$12.4M0.03%
298PENTAIR PLC SHSPNR192,054$12.4M0.03%
299YUM BRANDS INC COMYUM98,271$12.3M0.03%
300WOODSIDE ENERGY GROUP LTD SPONSORED ADRWOPEF524,768$12.2M0.03%
301CATERPILLAR INC COMCAT43,556$11.9M0.03%
302VANGUARD INDEX FDS EXTEND MKT ETF92290865282,637$11.8M0.03%
303CVS HEALTH CORP COMCVS168,615$11.8M0.03%
304EQUITRANS MIDSTREAM CORP COM2946001011,232,880$11.6M0.03%
305BANK AMERICA CORP COM060505104397,875$10.9M0.03%
306O-I GLASS INC COMOI647,748$10.8M0.03%
307VANGUARD SCOTTSDALE FDS VNG RUS1000GRW92206c680158,156$10.8M0.03%
308TWILIO INC CL ATWLO183,584$10.7M0.03%
309EQT CORP COMEQT260,370$10.6M0.03%
310WIX COM LTD SHSWIX115,054$10.6M0.03%
311TXO PARTNERS LP COM UNITTXO510,362$10.4M0.02%
312ALTRIA GROUP INC COMMO243,346$10.2M0.02%
313BRAZE INC COM CL ABRZE212,571$9.9M0.02%
314MARSH & MCLENNAN COS INC COM57174810250,874$9.7M0.02%
315SAIA INC COMSAIA24,163$9.6M0.02%
316ARES CAPITAL CORP COMARCC491,571$9.6M0.02%
317STEM INC COMSTEM2,215,545$9.4M0.02%
318BOEING CO COMBA-PA48,862$9.4M0.02%
319COGENT COMMUNICATIONS HLDGS COM NEWCCOI149,557$9.3M0.02%
320SPDR SER TR PRTFLO S&P500 VL78464a508217,758$9.0M0.02%
321VANGUARD INTL EQUITY INDEX F ALLWRLD EX US922042775171,405$8.9M0.02%
322CUMMINS INC COMCMI38,804$8.9M0.02%
323VANGUARD WHITEHALL FDS HIGH DIV YLD92194640685,593$8.8M0.02%
324HOLLY ENERGY PARTNERS L P COM UT LTD PTN435763107402,041$8.8M0.02%
325VANGUARD INDEX FDS GROWTH ETF92290873631,770$8.7M0.02%
326WELLS FARGO CO NEW COM949746101209,119$8.5M0.02%
327GRAINGER W W INC COM38480210412,272$8.5M0.02%
328AIRBNB INC COM CL AABNB61,696$8.5M0.02%
329SNOWFLAKE INC CL ASNOW54,795$8.4M0.02%
330ZOOMINFO TECHNOLOGIES INC COMMON STOCKGTM510,415$8.4M0.02%
331GENERAL ELECTRIC CO COM NEW36960430175,592$8.4M0.02%
332SOUTHERN CO COMSOMN128,475$8.3M0.02%
333FRESHWORKS INC CLASS A COMFRSH413,059$8.2M0.02%
334ISHARES TR U.S. TECH ETF46428772177,840$8.2M0.02%
335FEDEX CORP COMFDX30,780$8.2M0.02%
336AUTODESK INC COMADSK38,897$8.0M0.02%
337SERVICE CORP INTL COM817565104137,805$7.9M0.02%
338ESSEX PPTY TR INC COM29717810536,756$7.8M0.02%
339PAYPAL HLDGS INC COMPYPL132,861$7.8M0.02%
340ALTERYX INC COM CL A02156B103206,071$7.8M0.02%
341ALTUS POWER INC COM CL A02217A1021,463,843$7.7M0.02%
342WARNER BROS DISCOVERY INC COM SER AWBD701,795$7.6M0.02%
343ISHARES TR CORE US AGGBD ET46428722679,609$7.5M0.02%
344SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRPMDY16,141$7.4M0.02%
345ISHARES TR IBOXX HI YD ETF46428851399,655$7.3M0.02%
346VANGUARD WORLD FDS INF TECH ETF92204a70217,492$7.3M0.02%
347PEMBINA PIPELINE CORP COMPPLOF241,152$7.3M0.02%
348BOOKING HOLDINGS INC COMBKNG2,345$7.2M0.02%
349SPDR SER TR S&P DIVID ETF78464A76361,960$7.1M0.02%
350LIBERTY LATIN AMERICA LTD COM CL CLILAB866,597$7.1M0.02%
351CARRIER GLOBAL CORPORATION COMCARR128,034$7.1M0.02%
352ACCEL ENTERTAINMENT INC COM CL A1ACEL631,275$6.9M0.02%
353BLUE OWL CAPITAL INC COM CL AOWL532,374$6.9M0.02%
354PHILLIPS 66 COMPSX56,986$6.8M0.02%
355ISHARES TR MBS ETF46428858876,898$6.8M0.02%
356SELECT SECTOR SPDR TR TECHNOLOGY81369Y80341,172$6.7M0.02%
357VAIL RESORTS INC COMMTN30,170$6.7M0.02%
358SCHLUMBERGER LTD COM STKSLB114,312$6.7M0.02%
359ISHARES TR S&P 500 GRWT ETF46428730997,398$6.7M0.02%
360ROLLINS INC COMROL178,228$6.7M0.02%
361GOLUB CAP BDC INC COM38173m102444,907$6.5M0.02%
362KINDER MORGAN INC DEL COMEP-PC376,850$6.2M0.01%
363ISHARES TR RUS 2000 VAL ETF46428763045,988$6.2M0.01%
364ENLIGHT RENEWABLE ENERGY LTD SHSENLT386,352$6.1M0.01%
365ENVESTNET INC COM29404k106135,196$6.0M0.01%
366TARGET CORP COMTGT52,750$5.8M0.01%
367NOVO-NORDISK A S ADRNONOF64,017$5.8M0.01%
368EVERSOURCE ENERGY COMES99,935$5.8M0.01%
369GLOBE LIFE INC COMGL-PD52,736$5.7M0.01%
370INVITATION HOMES INC COMINVH180,230$5.7M0.01%
371WAYFAIR INC CL AW93,593$5.7M0.01%
372FASTENAL CO COMFAST103,599$5.7M0.01%
373NORFOLK SOUTHN CORP COM65584410828,302$5.6M0.01%
374GENUINE PARTS CO COMGPC38,151$5.5M0.01%
375HEALTHEQUITY INC COMHQY73,930$5.4M0.01%
376TYLER TECHNOLOGIES INC COMTYL13,874$5.4M0.01%
377ISHARES TR PFD AND INCM SEC464288687177,262$5.3M0.01%
378GARRETT MOTION INC COMGTX656,486$5.2M0.01%
379PHILIP MORRIS INTL INC COM71817210953,657$5.0M0.01%
380CULP INC COMCULP879,844$4.9M0.01%
381MCKESSON CORP COMMCK11,143$4.8M0.01%
382ISHARES TR SELECT DIVID ETF46428716844,944$4.8M0.01%
383ISHARES TR RUSSELL 3000 ETF46428768919,726$4.8M0.01%
384ISHARES TR RUS 2000 GRW ETF46428764821,545$4.8M0.01%
385GENERAL MLS INC COM37033410474,972$4.8M0.01%
386EOG RES INC COMEOG37,589$4.8M0.01%
387WATSCO INC COMWSO-B12,611$4.8M0.01%
388XYLEM INC COMXYL52,209$4.8M0.01%
389CSX CORP COMCSX153,648$4.7M0.01%
390MARKEL GROUP INC COMMKL3,086$4.5M0.01%
391TRUIST FINL CORP COM89832Q109158,709$4.5M0.01%
392KIMBERLY-CLARK CORP COMKMB37,550$4.5M0.01%
393COUPANG INC CL ACPNG263,172$4.5M0.01%
394JOHNSON CTLS INTL PLC SHSG5150210583,832$4.5M0.01%
395VERIZON COMMUNICATIONS INC COMVZ136,207$4.4M0.01%
3963M CO COMMMM46,314$4.3M0.01%
397SUNNOVA ENERGY INTL INC. 86745KAH77,050,000$4.3M0.01%
398AIR PRODS & CHEMS INC COMAIIR15,269$4.3M0.01%
399HCA HEALTHCARE INC COMHCA17,512$4.3M0.01%
400GILEAD SCIENCES INC COMGILD57,430$4.3M0.01%
401CANADIAN PACIFIC KANSAS CITY COMCP57,565$4.3M0.01%
402CROWN CASTLE INC COMCCI46,161$4.2M0.01%
403PRICE T ROWE GROUP INC COMTROW40,255$4.2M0.01%
404ARCHROCK INC COMAROC334,760$4.2M0.01%
405EATON CORP PLC SHSETN19,412$4.1M0.01%
406ELASTIC N V ORD SHSESTC50,700$4.1M0.01%
407AVERY DENNISON CORP COMAVY22,244$4.1M0.01%
408UNIFIRST CORP MASS COMUNF24,578$4.0M0.01%
409SHOPIFY INC CL ASHOP73,379$4.0M0.01%
410HERSHEY CO COMHSY19,943$4.0M0.01%
411SMARTSHEET INC COM CL A83200N10397,891$4.0M0.01%
412VANGUARD INDEX FDS MCAP GR IDXVIP92290853820,205$3.9M0.01%
413LABORATORY CORP AMER HLDGS COM NEWLH19,312$3.9M0.01%
414IONQ INC COMIONQ-WT260,660$3.9M0.01%
415AT&T INC COMT-PC257,367$3.9M0.01%
416AMERICAN WTR WKS CO INC NEW COM03042010330,683$3.8M0.01%
417PAYCHEX INC COMPAYX32,842$3.8M0.01%
418KODIAK GAS SVCS INC COMKGS207,158$3.7M0.01%
419SYSCO CORP COMSYY55,929$3.7M0.01%
420WEST PHARMACEUTICAL SVSC INC COM9553061059,650$3.6M0.01%
421ILLUMINA INC COMILMN26,089$3.6M0.01%
422DUKE ENERGY CORP NEW COM NEWDUKB40,221$3.5M0.01%
423D R HORTON INC COM23331a10932,650$3.5M0.01%
424SPDR SER TR PORTFOLIO S&P60078468R85394,028$3.5M0.01%
425RLI CORP COMRLI25,411$3.5M0.01%
426HANNON ARMSTRONG SUST INFR C COM41068x100161,408$3.4M0.01%
427ISHARES TR S&P 500 VAL ETF46428740822,104$3.4M0.01%
428AMN HEALTHCARE SVCS INC COM00174410139,679$3.4M0.01%
429SOUTHSTATE CORPORATION COMSSB49,860$3.4M0.01%
430VANGUARD INDEX FDS REAL ESTATE ETF92290855344,335$3.4M0.01%
431MARATHON PETE CORP COMMPC21,943$3.3M0.01%
432VANGUARD INDEX FDS MCAP VL IDXVIP92290851225,220$3.3M0.01%
433SNAP ON INC COMSNA12,734$3.2M0.01%
434CDW CORP COMCDW15,977$3.2M0.01%
435NU HLDGS LTD ORD SHS CL ANU443,895$3.2M0.01%
436ALLIANT ENERGY CORP COMLNT64,927$3.1M0.01%
437CLEAR SECURE INC COM CL AYOU164,832$3.1M0.01%
438PROGRESSIVE CORP COM74331510321,857$3.0M0.01%
439CLEARWAY ENERGY INC CL ACWEN-A150,002$3.0M0.01%
440SELECT SECTOR SPDR TR FINANCIAL81369Y60590,054$3.0M0.01%
441ROYALTY PHARMA PLC SHS CLASS ARPRX109,811$3.0M0.01%
442DOVER CORP COMDOV21,321$3.0M0.01%
443UNILEVER PLC SPON ADR NEWUNLYF59,254$2.9M0.01%
444INVESCO EXCHANGE TRADED FD T S&P500 PUR GWTIVZ96,705$2.9M0.01%
445VANGUARD STAR FDS VG TL INTL STK F92190976853,747$2.9M0.01%
446ARISTA NETWORKS INC COMANET15,503$2.9M0.01%
447TRAVELERS COMPANIES INC COMTRV17,044$2.8M0.01%
448ACV AUCTIONS INC COM CL AACVA181,811$2.8M0.01%
449KKR & CO INC COMKKRT44,687$2.8M0.01%
450APPLIED MATLS INC COM03822210519,668$2.7M0.01%
451CORNING INC COMGLW88,472$2.7M0.01%
452INVESCO EXCHANGE TRADED FD T S&P500 EQL WGTIVZ18,993$2.7M0.01%
453CANADIAN IMPERIAL BK COMM TO COMCNDIF69,658$2.7M0.01%
454AFLAC INC COMAFL34,902$2.7M0.01%
455CBOE GLOBAL MKTS INC COMCBOE17,038$2.7M0.01%
456SYNOPSYS INC COMSNPS5,756$2.6M0.01%
457MOTOROLA SOLUTIONS INC COM NEWMSI9,610$2.6M0.01%
458GALLAGHER ARTHUR J & CO COM36357610911,199$2.6M0.01%
459VERISK ANALYTICS INC COMVRSK10,796$2.6M0.01%
460CONSTELLATION BRANDS INC CL ASTZ10,129$2.5M0.01%
461TRAVEL PLUS LEISURE CO COM89416410268,483$2.5M0.01%
462OLD REP INTL CORP COM68022310493,072$2.5M0.01%
463SITIME CORP COMSITM21,746$2.5M0.01%
464LAM RESEARCH CORP COMLRCX3,905$2.4M0.01%
465VANGUARD INDEX FDS LARGE CAP ETF92290863712,502$2.4M0.01%
466ALLSTATE CORP COMALL-PJ21,945$2.4M0.01%
467GENERAL DYNAMICS CORP COMGD10,940$2.4M0.01%
468COGNIZANT TECHNOLOGY SOLUTIO CL ACTSH35,373$2.4M0.01%
469MONGODB INC CL AMDB6,851$2.4M0.01%
470VIAD CORP COM92552R40689,385$2.3M0.01%
471INVESCO EXCH TRADED FD TR II SR LN ETFIVZ111,450$2.3M0.01%
472MANHATTAN ASSOCIATES INC COMMANH11,664$2.3M0.01%
473PUBLIC SVC ENTERPRISE GRP IN COM74457310639,909$2.3M0.01%
474BP PLC SPONSORED ADRBPPFF58,335$2.3M0.01%
475SELECT SECTOR SPDR TR SBI HEALTHCARE81369Y20917,443$2.2M0.01%
476POST HLDGS INC COMPOST26,176$2.2M0.01%
477SPDR SER TR PRTFLO S&P500 GW78464a40937,765$2.2M0.01%
478CHART INDS INC COM16115q30813,211$2.2M0.01%
479FLEX LTD ORDFLEX82,403$2.2M0.01%
480APTARGROUP INC COMATR17,686$2.2M0.01%
481WELLS FARGO CO NEW PERP PFD CNV A9497468041,970$2.2M0.01%
482CARMAX INC COMKMX30,941$2.2M0.01%
483DIREXION SHS ETF TR DLY FIN BULL NEW25459y69437,124$2.2M0.01%
484DISCOVER FINL SVCS COM25470910824,797$2.1M0.01%
485JEFFERIES FINL GROUP INC COMJEF58,598$2.1M0.01%
486ISHARES TR CORE MSCI EAFE46432F84233,284$2.1M0.01%
487DESKTOP METAL INC COM CL A25058X1051,441,657$2.1M0.01%
488INVESCO EXCH TRADED FD TR II PFD ETFIVZ191,949$2.1M0.01%
489I3 VERTICALS INC COM CL AIIIV99,218$2.1M0.01%
490NORTHROP GRUMMAN CORP COMNOC4,735$2.1M0.00%
491SELECT SECTOR SPDR TR SBI CONS DISCR81369Y40712,721$2.0M0.00%
492LITHIA MTRS INC COM5367971036,888$2.0M0.00%
493VERTEX PHARMACEUTICALS INC COM92532f1005,690$2.0M0.00%
494STERICYCLE INC COM85891210844,182$2.0M0.00%
495KROGER CO COMKR43,724$2.0M0.00%
496REGENERON PHARMACEUTICALS COMREGN2,373$2.0M0.00%
497CARDINAL HEALTH INC COMCAH22,438$1.9M0.00%
498WALGREENS BOOTS ALLIANCE INC COM93142710887,499$1.9M0.00%
499DOLLAR TREE INC COMDLTR18,180$1.9M0.00%
500LAMAR ADVERTISING CO NEW CL ALAMR23,064$1.9M0.00%