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

MOTCO

Quarter ended Q2 2024 · Filed August 7, 2024 · Accession 0001306333-24-000006

Total Value
$1.69B
Positions
880
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MFS INTERNATIONAL INTRINSIC VALUE R65527463491,853,762$74.5M4.42%
2BROADWAY BANCSHARES INC TEX COM111434106222,030$69.3M4.10%
3BROADWAY BANCSHARES INC TEX COM11143412A200,150$62.4M3.70%
4ARTISAN INTERNATIONAL SMALL MID ADVISOR04314H4852,933,745$51.1M3.03%
5DODGE COX INTERNATIONAL STOCK FUND256206103915,677$46.4M2.75%
6GQG PARTNERS EMERGING MKTS EQUITY INSTL00771X4192,308,944$42.5M2.52%
7AMERICAN NEW WORLD FUND F3649280773516,082$41.4M2.45%
8HARTFORD INTERNATIONAL VALUE FUND CL Y41664M6491,588,174$29.7M1.76%
9BROADCOM INCAVGO17,607$28.3M1.68%
10JPMORGAN GLOBAL BOND OPPORTUNITIES FD46637K6872,939,247$28.0M1.66%
11MICROSOFT CORPORATIONMSFT59,914$26.8M1.59%
12SPDR S&P 500 ETF TRUSTSPY47,333$25.8M1.53%
13FEDERATED TOTAL RETURN BOND FUND31428Q1012,681,864$25.0M1.48%
14APPLE INC.AAPL106,515$22.4M1.33%
15JPMORGAN HEDGED EQUITY FUND ICAT670,403$20.9M1.24%
16JPMORGAN CHASE & COVYLD103,277$20.9M1.24%
17LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIOLAZ1,294,303$19.4M1.15%
18HARDING LOEVNER INTERNATIONAL EQUITY PORT412295107693,939$18.3M1.08%
19MERCK & CO INCMRK136,926$17.0M1.00%
20NVIDIA CORPORATIONNVDA125,716$15.5M0.92%
21GOLDMAN SACHS GQG PARTNERS INTL INSTL SHSNVGLF646,416$15.0M0.89%
22ALPHABET INC CL AGOOG81,365$14.8M0.88%
23AMPHENOL CORP - CLASS A032095101218,356$14.7M0.87%
24JOHNSON & JOHNSONJNJ98,921$14.5M0.86%
25MCDONALDS CORP.MCD55,515$14.1M0.84%
26AMAZON.COM INC.AMZN72,951$14.1M0.84%
27COSTCO WHOLESALE CORP.22160K10516,537$14.1M0.83%
28COMCAST CORP. CLASS ACCZ350,688$13.7M0.81%
29BLACKROCK EVENT DRIVEN EQUITY FUNDBLK1,367,703$13.7M0.81%
30RUSH ENTERPRISES INC-CL ARUSHB314,696$13.2M0.78%
31PALO ALTO NETWORKS INCPANW38,051$12.9M0.76%
32VANGUARD HIGH YIELD TAX EXEMPT ADMIRAL SHARES9229078451,206,674$12.9M0.76%
33SPDR GOLD TRUSTGLD58,002$12.5M0.74%
34EXXON MOBIL CORPORATIONXOM106,192$12.2M0.72%
35APOLLO GLOBAL MANAGEMENT INC03769M106102,952$12.2M0.72%
36TJX COMPANIES INC872540109108,153$11.9M0.71%
37META PLATFORMS INC.META23,348$11.8M0.70%
38WAL-MART, INC.WMT169,717$11.5M0.68%
39WASTE MANAGEMENT INC (NEW)94106L10952,228$11.1M0.66%
40THERMO FISHER SCIENTIFIC INCTMO20,043$11.1M0.66%
41ADOBE INCADBE19,509$10.8M0.64%
42INTUIT COMINTU16,448$10.8M0.64%
43INTERCONTINENTAL EXCHANGE GROUP INC45866F10478,598$10.8M0.64%
44ROPER TECHNOLOGIES INCROP18,940$10.7M0.63%
45GATEWAY FUND367829884243,166$10.6M0.63%
46GOLDMAN SACHS GROUP INCGSCE23,188$10.5M0.62%
47CHEVRON CORPORATIONCVX65,047$10.2M0.60%
48T-MOBILE US INCTMUSZ57,469$10.1M0.60%
49MICROCHIP TECHNOLOGY INCMCHPP109,702$10.0M0.59%
50HONEYWELL INTERNATIONAL INC43851610646,767$10.0M0.59%
51SALESFORCE INC.CRM38,773$10.0M0.59%
52AMERICAN BEACON AHL MGD FUTURES STRATEGY024525677936,836$9.9M0.59%
53FIRST TRUST MANAGED MUNICIPAL ETF33739N108191,697$9.8M0.58%
54UNITEDHEALTH GROUP INC.UNH18,898$9.6M0.57%
55S&P GLOBAL INCSPGI21,266$9.5M0.56%
56VISA INCV36,067$9.5M0.56%
57UNION PACIFIC CORPORATIONUNP41,454$9.4M0.56%
58QUALCOMM INCQCOM46,465$9.3M0.55%
59CHARLES SCHWAB CORP NEWSCHW-PJ125,137$9.2M0.55%
60CALAMOS MARKET NEUTRAL INCOME FUND I128119880630,617$9.2M0.55%
61BOOKING HOLDINGS INCBKNG2,322$9.2M0.55%
62ZOETIS INCZTS52,833$9.2M0.54%
63LOWE'S COS. INC.54866110741,026$9.0M0.54%
64AON PLC COMAON30,417$8.9M0.53%
65ACCENTURE PLCACN29,316$8.9M0.53%
66MONDELEZ INTERNATIONAL INC-A609207105130,856$8.6M0.51%
67WALT DISNEY COMPANY25468710685,240$8.5M0.50%
68COHEN & STEERS INSTITUTIONAL REALTY SHARES19247U106178,700$8.2M0.48%
69NEXTERA ENERGYNEE-PW114,657$8.1M0.48%
70IQVIA HOLDINGS INCIQV38,266$8.1M0.48%
71ELI LILLY & COLLY8,806$8.0M0.47%
72THE HERSHEY COMPANYHSY40,889$7.5M0.45%
73NXP SEMICONDUCTORS NVNXPI27,888$7.5M0.44%
74LINDE PLCLIN16,847$7.4M0.44%
75EMERSON ELECTRIC COMPANYEMR65,707$7.2M0.43%
76TEXAS INSTRUMENTS88250810436,709$7.1M0.42%
77ULTA BEAUTY INCULTA18,493$7.1M0.42%
78COCA COLA CO.KO106,721$6.8M0.40%
79HOME DEPOT INCHD19,508$6.7M0.40%
80DIAMONDBACK ENERGY INCFANG32,299$6.5M0.38%
81BLACKSTONE INCBX51,949$6.4M0.38%
82T ROWE PRICE OVERSEAS STOCK-I77956H435483,091$6.3M0.37%
83BANK OF NEW YORK MELLON CORP064058100100,590$6.0M0.36%
84PAYCHEX INC COMPAYX50,222$6.0M0.35%
85PRINCIPAL GLOBAL REAL ESTATE SECURITES74254V273647,382$5.8M0.35%
86VERIZON COMMUNICATIONSVZ141,143$5.8M0.34%
87AIR PRODUCTS & CHEMICAL INCAIIR22,402$5.8M0.34%
88ASTRAZENECA PLC-SPONS ADRAZN73,593$5.7M0.34%
89ISHARES CORE SP 500 ETF46428720010,432$5.7M0.34%
90PEPSICO INC.PEP34,329$5.7M0.34%
91CIGNA GROUP12552310017,068$5.6M0.33%
92CISCO SYSTEMS INCCSCO118,734$5.6M0.33%
93CORNING INCORPORATEDGLW143,732$5.6M0.33%
94AMERICAN ELECTRIC POWER COMPANY02553710163,155$5.5M0.33%
95UNILEVER PLC-SPONS ADRUNLYF95,334$5.2M0.31%
96THE MERGER FUND INSTL589509207303,040$5.2M0.31%
97LOCKHEED MARTIN CORPORATIONLMT11,007$5.1M0.30%
98VICTORY MARKET NEUTRAL INCOME FUND CLASS I92647P654602,162$5.1M0.30%
99GENUINE PARTS CO.GPC36,806$5.1M0.30%
100SPDR S&P MIDCAP 400 ETF TRUSTMDY9,306$5.0M0.30%
101NORTHROP GRUMMAN CORPNOC11,268$4.9M0.29%
102NESTLE SA-SPONS ADR64106940647,956$4.9M0.29%
103PNC FINANCIAL SERVICES GROUP, INC.69347510531,182$4.8M0.29%
104PUBLIC SERVICE ENTERPRISE GROUP INC.74457310665,128$4.8M0.28%
105VANGUARD 500 INDEX FUND ADMIRAL SHS 5409229087109,424$4.7M0.28%
106DARDEN RESTAURANTS, INC.DRI31,301$4.7M0.28%
107SUN LIFE FINANCIAL INCSUNFF95,817$4.7M0.28%
108WEC ENERGY GROUP INCWEC59,792$4.7M0.28%
109TARGET CORPTGT31,544$4.7M0.28%
110CME GROUP INCCME23,457$4.6M0.27%
111US BANCORP DEL COM NEWUSB-PS116,064$4.6M0.27%
112SANOFI-AVENTIS - ADRSNYNF90,129$4.4M0.26%
113VICI PROPERTIES INC925652109152,052$4.4M0.26%
114PFIZER INCPFE152,900$4.3M0.25%
115SPOKE HOLLOW RANCH INC CERT UNKNOWNSPOK621,939$4.2M0.25%
116AMERICAN WATER WORKS CO03042010331,466$4.1M0.24%
117UNITED PARCEL SERVICEUPS29,028$4.0M0.24%
118SCHLUMBERGER LIMITEDSLB83,398$3.9M0.23%
119INVESCO DEVELOPING MARKETS FUND CL R6IVZ96,226$3.8M0.23%
120GENERAL MILLS INC37033410458,567$3.7M0.22%
121BRISTOL MYERS SQUIBBCELG-RI87,338$3.6M0.21%
122BRITISH AMERICAN TOB SP ADR110448107109,055$3.4M0.20%
123ISHARES GOLD TRUSTIAU76,475$3.4M0.20%
124ENBRIDGE INCENNPF91,509$3.3M0.19%
125BCE INCBCPPF93,942$3.0M0.18%
126AMERICAN EUROPACIFIC GROWTH FD F329870611052,121$3.0M0.18%
127MFS INTERNATIONAL DIVERSIFICATION FD R6552743544127,064$3.0M0.18%
128T ROWE PRICE GROWTH STOCK FUND74147910928,007$2.9M0.17%
129BERKSHIRE HATHAWAY INC-CL BBRK-A7,027$2.9M0.17%
130T ROWE PRICE INTERNATIONAL DISCOVERY INSTL77956H37742,342$2.8M0.16%
131VANGUARD GROWTH ETF9229087367,232$2.7M0.16%
132VANGUARD TOTAL STOCK MARKET INDEX- ADMIRAL92290872820,287$2.6M0.16%
133ALPHABET INC CL CGOOG13,217$2.4M0.14%
134VANGUARD LIMITED TERM TAX EXEMPT ADMIRAL SHS922907886212,660$2.3M0.14%
135MALITZ CONTRUCTION INC CLASS B NONVOTING553535997192,500$2.3M0.14%
136MFS INTERNATIONAL INTRINSIC VALUE R655274634955,968$2.2M0.13%
137VANGUARD FTSE DEVELOPED MARKETS ETF92194385845,123$2.2M0.13%
138VICTORY 500 INDEX FUND MEMBER90328888430,917$2.1M0.13%
139ISHARES MSCI EAFE ETF46428746524,357$1.9M0.11%
140BROADWAY BANCSHARES INC TEX COM11143413A6,102$1.9M0.11%
141VANGUARD INTL HIGH DIVIDEND YIELD INDEX FD92194679427,146$1.9M0.11%
142VANGUARD EQUITY INCOME FUND ADMIRAL SHARES92192130020,886$1.9M0.11%
143VANGUARD INTER TERM T/EXEMPT ADMIRAL SHARES922907878130,394$1.8M0.10%
144FIDELITY ADVISOR REAL ESTATE INCOME FUND Z316389311150,640$1.8M0.10%
145JOHN HANCOCK DIVERSIFIED MACRO FD I47803N513162,417$1.6M0.10%
146HARTFORD INTERNATIONAL VALUE FUND CL Y41664M64984,302$1.6M0.09%
147VANGUARD DIVIDEND APPRECIATION ETF9219088448,035$1.5M0.09%
148PROCTER & GAMBLE CO.7427181098,213$1.4M0.08%
149NOVO-NORDISK A/S - SPONS ADRNONOF9,070$1.3M0.08%
150FIRST TRUST NORTH AMERICAN ENERGY INFRA FUND33738D10142,481$1.3M0.08%
151DEERE & COMPANYDE3,417$1.3M0.08%
152DODGE COX STOCK FUND2562191064,894$1.3M0.07%
153SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X1093,198$1.3M0.07%
154TAIWAN SEMICONDUCTOR MFG LTD-ADR8740391007,178$1.2M0.07%
155ARTISAN INTERNATIONAL SMALL MID ADVISOR04314H48571,472$1.2M0.07%
156ASML HOLDINGS NV NY REG SHS 2012ASMLF1,209$1.2M0.07%
157ICON PLC COMICLR3,852$1.2M0.07%
158ISHARES INTERNATIONAL SELECT DIVIDEND ETF46428844843,337$1.2M0.07%
159MASTERCARD INCMA2,430$1.1M0.06%
160VALERO ENERGY NEWVLO6,592$1.0M0.06%
161VANGUARD FTSE EMERGING MARKET ETF92204285823,286$1.0M0.06%
162GQG PARTNERS EMERGING MKTS EQUITY INSTL00771X41952,672$968,6300.06%
163AMERICAN NEW WORLD FUND F364928077311,708$939,3350.06%
164SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF78467V84823,481$932,6650.06%
165TEXAS PACIFIC LAND CORPTPL1,248$916,3690.05%
166FEDERATED TOTAL RETURN BOND FUND31428Q10198,108$915,3510.05%
167SAFRAN SA UNSPON ADR78658410216,914$894,6000.05%
168ISHARES CORE SP MID CAP ETF46428750715,063$881,4870.05%
169VANGUARD GNMA FUND ADMIRAL SHARES92203179496,167$875,1190.05%
170VANGUARD HIGH YIELD TAX EXEMPT ADMIRAL SHARES92290784578,696$841,2640.05%
171VANGUARD BOND INDEX SHORT-TERM BOND ETF92193782710,602$813,1730.05%
172VANGUARD INTERMEDIATE-TERM BOND ETF92193781910,765$806,1910.05%
173ATLAS COPCO AB-SPONS ADR A04925570642,773$804,5520.05%
174FIDELITY ADVISOR GROWTH OPP FUND3158078834,523$801,4480.05%
175IBMINTR4,606$796,6080.05%
176ERSTE GROUP BANK AG29603630433,207$787,2450.05%
177BLACKROCK INCBLK994$782,5960.05%
178SPOKE HOLLOW RANCH, INC. CERT 72SPOK116,391$780,9840.05%
179BNY MELLON GLOBAL REAL RETURN FUND INSTL05587N82849,536$779,6950.05%
180FIDELITY CONTRA FUND31607110937,987$767,3440.05%
181BROADCOM INCAVGO475$762,6270.05%
182SABINE ROYALTY TRUST78568810211,600$750,4040.04%
183COMPASS GROUP PLC-SPON ADRCOMP27,327$746,1470.04%
184JPMORGAN HEDGED EQUITY FUND ICAT23,758$740,7590.04%
185LVMH MOET HENNESSY LOUIS VUITTON SA ADR5024413064,766$729,0110.04%
186CINTAS CORPORATIONCTAS1,036$725,4690.04%
187ISHARES CORE SP SMALL CAP ETF4642878046,765$721,5550.04%
188SKF AB SPONSORED ADR78437540435,844$720,2490.04%
189ORACLE CORPORATIONORCL-PD5,003$706,4240.04%
190AMERICAN NEW PERSPECTIVE FUND F364801877811,274$703,4690.04%
191BANK OF NOVA SCOTIA06414910715,235$696,5440.04%
192ROCHE HOLDINGS LTD-SPONS ADR77119510419,428$674,2840.04%
193MOODY'S CORPORATIONMCO1,577$663,8070.04%
194AUTOMATIC DATA PROCESSINGADP2,774$662,1260.04%
195BECTON DICKINSON & COBDX2,800$654,3880.04%
196NOVARTIS AG-ADRNVSEF6,069$646,1060.04%
197STRYKER CORPSYK1,827$621,6370.04%
198MFS EMERGING MARKETS DEBT FUND I55273E64052,100$616,3470.04%
199ISHARES RUSSELL 1000 GROWTH ETF4642876141,676$610,9190.04%
200PIMCO ENHANCED SHORT MATURITY ACTIVE ETF72201R8336,049$608,8320.04%
201FIRST TRUST MANAGED MUNICIPAL ETF33739N10811,691$596,9420.04%
202BLACKROCK SYSTEMATIC MULTI-STRATEGY FD INSTLBLK58,264$593,7120.04%
203SHELL PLC SPONS ADRRYDAF8,070$582,4930.03%
204PIMCO COMMODITIES PLUS STRATEGY INST72201P17582,241$580,6200.03%
205NVIDIA CORPORATIONNVDA4,636$572,7310.03%
206LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIOLAZ37,983$568,9810.03%
207GATEWAY FUND36782988413,022$568,5350.03%
208COLGATE-PALMOLIVE COMPANYCL5,851$567,7810.03%
209COPART INCCPRT10,392$562,8310.03%
210DIAGEO PLC-SPONSORED ADRDGEAF4,423$557,6520.03%
211MICROSOFT CORPORATIONMSFT1,242$555,1120.03%
212DODGE COX INTERNATIONAL STOCK FUND25620610310,753$545,3030.03%
213JPMORGAN CHASE & COVYLD2,690$544,0790.03%
214SCHWAB INTERNATIONAL SMALL EQUITY CAP80852488815,101$537,2940.03%
215KONE OYJ UNSPONSORED ADR50048H10121,596$533,3910.03%
216INVESCO QQQ TRUST SERIES 1IVZ1,082$518,3970.03%
217AMPHENOL CORP - CLASS A0320951017,498$505,1400.03%
218KLA CORPORATIONKLAC598$493,0570.03%
219NEXTIER, INC.6290829913,600$492,9480.03%
220PALO ALTO NETWORKS INCPANW1,432$485,4620.03%
221AMBEV SA ADRABEV231,082$473,7180.03%
222AVANTIS INTERNATIONAL EQUITY ETF0250727037,599$473,1140.03%
223COSTCO WHOLESALE CORP.22160K105555$471,7440.03%
224VANGUARD EQUITY INCOME FUND ADMIRAL SHARES9219213005,271$468,8310.03%
225CALVERT EMERGING MARKETS EQUITY FD I13164977426,604$466,1060.03%
226AMERICAN EXPRESS CO.AXP1,985$459,6270.03%
227MERCK & CO INCMRK3,666$453,8510.03%
228ALPHABET INC CL AGOOG2,481$451,9140.03%
229CBRE GROUP INCCBRE5,024$447,6890.03%
230EXXON MOBIL CORPORATIONXOM3,876$446,2050.03%
231APPLE INC.AAPL2,086$439,3530.03%
232AMAZON.COM INC.AMZN2,255$435,7790.03%
233VANGUARD REAL ESTATE ETF9229085535,151$431,4480.03%
234APOLLO GLOBAL MANAGEMENT INC03769M1063,639$429,6570.03%
235TJX COMPANIES INC8725401093,876$426,7480.03%
236AMERICAN TOWER CORP03027X1002,189$425,4980.03%
237PUBLIC STORAGEPSA-PS1,477$424,8590.03%
238INTERCONTINENTAL EXCHANGE GROUP INC45866F1043,024$413,9550.02%
239EQUINIX INCEQIX546$413,1040.02%
240JPMORGAN GLOBAL BOND OPPORTUNITIES FD46637K68743,328$412,9190.02%
241META PLATFORMS INC.META818$412,4520.02%
242SALESFORCE INC.CRM1,585$407,5040.02%
243GOLDMAN SACHS GROUP INCGSCE891$403,0170.02%
244COMCAST CORP. CLASS ACCZ10,275$402,3690.02%
245BLACKROCK EVENT DRIVEN EQUITY FUNDBLK40,194$402,3400.02%
246WAL-MART, INC.WMT5,931$401,5880.02%
247MICROCHIP TECHNOLOGY INCMCHPP4,384$401,1360.02%
248UNITEDHEALTH GROUP INC.UNH768$391,1120.02%
249JOHNSON & JOHNSONJNJ2,668$389,9550.02%
250ROPER TECHNOLOGIES INCROP686$386,6710.02%
251ADOBE INCADBE694$385,5450.02%
252MCDONALDS CORP.MCD1,505$383,5340.02%
253WASTE MANAGEMENT INC (NEW)94106L1091,796$383,1590.02%
254ABBVIE INCABBV2,227$381,9750.02%
255INVESCO DB COMMODITY INDEX TRACKING FUNDIVZ16,386$380,6470.02%
256INTUIT COMINTU577$379,2100.02%
257VANGUARD HIGH YIELD CORPORATE FUND ADMVGES70,142$376,6630.02%
258EMCOR GROUP INCEME1,024$373,8420.02%
259T-MOBILE US INCTMUSZ2,117$372,9730.02%
260NIKE INC - CLASS BNKE4,947$372,8550.02%
261MARSH & MCLENNAN COMPANIES INC5717481021,756$370,0240.02%
262VISA INCV1,390$364,8330.02%
263UNION PACIFIC CORPORATIONUNP1,599$361,7900.02%
264CHARLES SCHWAB CORP NEWSCHW-PJ4,902$361,2280.02%
265INVESCO SENIOR FLOATING RATE FD RT-AIVZ54,070$360,1040.02%
266HONEYWELL INTERNATIONAL INC4385161061,680$358,7470.02%
267BOOKING HOLDINGS INCBKNG90$356,5350.02%
268PROLOGIS INCPLDGP3,155$354,3380.02%
269THERMO FISHER SCIENTIFIC INCTMO637$352,2610.02%
270MARTIN MARIETTA MATERIALS INC573284106650$352,1700.02%
271ACCENTURE PLCACN1,158$351,3490.02%
272LOWE'S COS. INC.5486611071,593$351,1930.02%
273BANK OF AMERICA CORP0605051048,764$348,5440.02%
274ZOETIS INCZTS2,007$347,9340.02%
275MONDELEZ INTERNATIONAL INC-A6092071055,205$340,6150.02%
276AON PLC COMAON1,160$340,5530.02%
277S&P GLOBAL INCSPGI763$340,2980.02%
27833 1/3 MEMBERSHIP INT CORRAL CENTER LLC0011379991$339,6920.02%
279T ROWE PRICE SPECTRUM DIVERSIFIED EQUITY FD77990620512,802$330,5460.02%
280WALT DISNEY COMPANY2546871063,328$330,4370.02%
281SUNOCO LPSUN5,760$325,6700.02%
282VANGUARD TOTAL BOND MKT INDEX #584-ADM SH92193760334,320$325,3490.02%
283IQVIA HOLDINGS INCIQV1,537$324,9830.02%
284ULTA BEAUTY INCULTA827$319,1140.02%
285DIMENSIONAL WORLD EX US CORE25434V88012,372$314,4960.02%
286DANAHER CORP DEL COM2358511021,252$312,8120.02%
287THE HERSHEY COMPANYHSY1,690$310,6730.02%
288VANGUARD PRIMECAP FUND ADMIRAL SHARES9219362091,723$309,9440.02%
289CLOROX COMPANYCLX2,261$308,5590.02%
290SPOKE HOLLOW RANCH, INC. CERT 70SPOK44,900$301,2790.02%
291FIDELITY GROWTH COMPANY FUND3162001047,338$294,8990.02%
292COHEN & STEERS INSTITUTIONAL REALTY SHARES19247U1066,388$292,4350.02%
293VISTRA CORPVST3,398$292,1600.02%
294NEXTERA ENERGYNEE-PW4,092$289,7550.02%
295REPUBLIC SERVICES INC7607591001,488$289,1780.02%
296WISDOMTREE EUROPE HEDGED EQUWT6,372$288,0780.02%
297NXP SEMICONDUCTORS NVNXPI1,066$286,8500.02%
298EATON CORP PLCETN910$285,3310.02%
299LINDE PLCLIN650$285,2270.02%
300INVESCO BULLETSHARES 2024 COIVZ13,470$283,6780.02%
301INVESCO BULLETSHARES 2025 COIVZ13,755$281,2900.02%
302NUVEEN INTERNATIONAL RESPONSIBLE EQUITY87245R47420,534$276,5990.02%
303SCHWAB U.S. LARGE-CAP ETF8085242014,298$276,1470.02%
304REVVITY INCRVTY2,630$275,7820.02%
305INVESCO BULLETSHARES 2026 COIVZ14,365$275,4490.02%
306AT&T INC.T-PC14,299$273,2540.02%
307ILLINOIS TOOL WORKS INC.4523081091,143$270,8450.02%
308HARDING LOEVNER INTERNATIONAL EQUITY PORT41229510710,253$270,2610.02%
309JPMORGAN INTERNATIONAL BOND OPPORTUNITIES46641Q8525,694$268,3300.02%
310T ROWE PRICE OVERSEAS STOCK-I77956H43520,270$263,9140.02%
311DIMENSIONAL US MARKETWIDE VA25434V7246,502$255,3340.02%
312AUTOZONE INCAZO86$254,9130.02%
313AMERICAN FUNDS - NEW PERSPECTIVE CL A6480181094,087$254,6630.02%
314DIAMONDBACK ENERGY INCFANG1,267$253,6410.02%
315ISHARES S&P GLOBAL INFRASTRUCTURE INDEX FUND4642883725,291$253,5450.02%
316PROGRESSIVE CORP-OHIO7433151031,205$250,2910.01%
317DIMENSIONAL US EQUITY ETF25434V4014,184$246,2280.01%
318CALVERT INTERNATIONAL EQUITY FUND CL I1316498089,837$243,6750.01%
319INDUSTRIAL SELECT SECTOR SPDR FUND81369Y7041,999$243,6180.01%
320BOEING COMPANYBA-PA1,319$240,0710.01%
321HARDING LOEVNER INTERNATIONAL EQUITY INST Z4122957198,969$236,3280.01%
322ISHARES SP MID CAP 400 VALUE ETF4642877052,054$233,0470.01%
323WELLTOWER INCWELL2,233$232,7900.01%
324VANGUARD S/T BOND INDEX FD ADMIRAL SHARES92193770223,116$232,0860.01%
325ISHARES RUSSELL 1000 VALUE INDEX FUND4642875981,328$231,6960.01%
326ROSS STORES INCROST1,591$231,2040.01%
327ISHARES S&P SMALL-CAP 600 GROWTH ETF4642878871,796$230,6600.01%
328CANADIAN PACIFIC KANSAS CITYCP2,929$230,6000.01%
329CHEVRON CORPORATIONCVX1,473$230,4070.01%
330PRINCIPAL GLOBAL REAL ESTATE SECURITES74254V27325,457$229,6210.01%
331ELI LILLY & COLLY253$229,0610.01%
332STARBUCKS CORPSBUX2,930$228,1010.01%
333ANALOG DEVICES INCADI987$225,2930.01%
3343M COMMM2,184$223,1830.01%
335NORTHROP GRUMMAN CORPNOC504$219,7190.01%
336SOUTHERN CO.SOMN2,825$219,1350.01%
337CONSTELLATION SOFTWARE INC21037X10076$217,9800.01%
338MASTEC INCMTZ2,025$216,6550.01%
339ISHARES SELECT DIVIDEND ETF4642871681,775$214,7400.01%
340SCHWAB INTERNATIONAL DVD ETF8085246729,013$212,4360.01%
341SPDR S&P BIOTECH ETF78464A8702,268$210,2660.01%
342AVANTIS EMERGING MARKETS EQUITY ETF0250726043,433$209,7220.01%
343WP CAREY INC92936U1093,783$208,2540.01%
344COSTAR GROUP INCCSGP2,808$208,1850.01%
345LOREAL SA UNSP ADR5021172032,321$204,0030.01%
346MORGAN STANLEYMS-PQ2,084$202,5440.01%
347ISHARES MSCI USA QUALITY FACTOR ETF46432F3391,180$201,4970.01%
348INVITATION HOMES INCINVH5,608$201,2710.01%
349AVALONBAY COMMUNITIES INCAWX931$192,6150.01%
350KIMBERLY CLARK CORPKMB1,376$190,1630.01%
351MARATHON PETROLEUM CORPORATIONMARA1,080$187,3580.01%
352CRANE COCR1,285$186,2990.01%
353MARKEL CORPORATIONMKL118$185,9280.01%
354RANI THERAPEUTICS HOLDINGS-ARANI48,129$182,8900.01%
355SPDR PORTFOLIO S&P 500 ETF78464A8542,849$182,3360.01%
356SIMON PPTY GROUP (PREV SIMON DEBARTOLO GRP)8288061091,192$180,9460.01%
357COLLIERS INTL GR-SUBORD VOT1946931071,599$178,5280.01%
358SCHLUMBERGER LIMITEDSLB3,685$173,8580.01%
359EQUITY RESIDENTIALEQR2,507$173,8350.01%
360FIDELITY LOW PRICED STOCK FUND3163453053,710$173,6550.01%
361MASON BANCSHARES, INC.553666998418$173,4700.01%
362VANGUARD INFORMATION TECHNOLOGY ETF92204A702299$172,4000.01%
363SONY CORP-SPONSORED ADRSNEJF2,021$171,6840.01%
364THOMSON REUTERS CORPTMSOF998$168,2330.01%
365AMGEN, INCAMGN523$163,4110.01%
366ATMOS ENERGY CORPORATIONATO1,390$162,1440.01%
367AMERICAN WATER WORKS CO0304201031,243$160,5460.01%
368VICTORY MARKET NEUTRAL INCOME FUND CLASS I92647P65418,247$154,5540.01%
369HEALTHPEAK OP, LLCDOC7,564$148,2540.01%
370GLACIER BANCORP INCGBCI3,950$147,4140.01%
371FAIRFAX FINANCIAL HOLDINGS LIMITED SUB VTGFRFFF128$145,4400.01%
372FIRST TEXAS BANCORP, INC.336995105510$145,3500.01%
373VANGUARD SHORT-TERM TREASURY92206C1022,487$144,2210.01%
374ENERGY TRANSFER EQUITY LPET-PI8,759$142,0710.01%
375CULLEN FROST BANKERS INCCFR-PB1,397$141,9770.01%
376REALTY INCOME CORPORATIONO2,664$140,7120.01%
377ISHARES CORE MSCI EAFE ETF46432F8421,929$140,1230.01%
378ABBOTT LABORATORIESABLZF1,321$137,2650.01%
379MSCI INCMSCI284$136,8170.01%
380XCEL ENERGY, INC.XELLL2,517$134,4330.01%
381DOLLAR TREE INCDLTR1,225$130,7930.01%
382DIGITAL REALTY TRUST INC253868103848$128,9380.01%
383TEXTRON INCTXT1,500$128,7900.01%
384ESTEE LAUDER COMPANIES INC CL A5184391041,208$128,5310.01%
385GENERAL DYNAMICS CORPGD441$127,9520.01%
386GRIFFON CORPGFF2,000$127,7200.01%
387DOMINION ENERGY INCD2,599$127,3510.01%
388CATERPILLAR INC.CAT382$127,2440.01%
389VANGUARD PRIMECAP FUND921936100726$125,9700.01%
390T ROWE PRICE EQUITY INCOME FUND7795471083,491$125,6900.01%
391QUALCOMM INCQCOM630$125,4830.01%
392RTX CORPORATIONRTX1,249$125,3870.01%
393DIMENSIONAL US TARGET VALUE25434V6092,352$121,9980.01%
394CUMMINS INCCMI435$120,4650.01%
395GRACO INCGGG1,500$118,9200.01%
396VANGUARD LIMITED TERM TAX EXEMPT ADMIRAL SHS92290788610,971$118,2650.01%
397ARISTA NETWORKS INCANET337$118,1120.01%
398HOST HOTELS AND RESORTS INCHST6,482$116,5460.01%
399VICTORY GROWTH & TAX STRATEGY FD RETAIL9032874074,210$113,2920.01%
400VENTAS INCVTR2,203$112,9260.01%
401VANGUARD LARGE-CAP ETF922908637440$109,8330.01%
402SPDR S&P MIDCAP 400 ETF TRUSTMDY205$109,6910.01%
403CALAMOS MARKET NEUTRAL INCOME FUND I1281198807,508$109,5380.01%
404VICTORY TAX EXEMPT LONG TERM FUND RETAIL9032891069,041$109,4870.01%
405TRI-CONTINENTAL CORPORATION8954361033,511$108,7360.01%
406AMERICAN BEACON AHL MGD FUTURES STRATEGY02452567710,095$107,0050.01%
407ISHARES RUSSELL MID-CAP ETF4642874991,308$106,0530.01%
408KKR & CO INCKKRT1,000$105,2400.01%
409THE BRINKS CO.BCO1,024$104,8580.01%
410INNOSPEC INCIOSP848$104,8040.01%
411INVESCO DEVELOPING MARKETS FUND CL R6IVZ2,621$103,9320.01%
412ISHARES RUSSELL 2000 ETF464287655511$103,6770.01%
413HEWLETT PACKARD ENTERPRISE COMPANYHPE-PC4,846$102,5900.01%
414PHILLIPS 66PSX726$102,4890.01%
415ALEXANDRIA REAL ESTATE EQUITIES INC015271109874$102,2320.01%
416SBA COMMUNICATIONS CORPORATIONSBAC518$101,6830.01%
417VOYA FINANCIAL INCVOYA-PB1,408$100,1790.01%
418PRINCIPAL DIVERSIFIED REAL ASSET INST74254V1669,032$99,8980.01%
419EMERSON ELECTRIC COMPANYEMR902$99,3640.01%
420FEDEX CORPORATIONFDX331$99,2470.01%
421PPL CORP COMPPLC3,547$98,0750.01%
422FORTUNE BRANDS INNOVATIONS INCFBIN1,500$97,4100.01%
423ISHARES EXPANDED SECTOR ETF4642875491,027$96,8560.01%
424XYLEM INCXYL700$94,9410.01%
425WISDOMTREE US SMALLCAP FUNDWT1,991$93,8360.01%
426ISHARES GOLD TRUSTIAU2,098$92,1650.01%
427VANGUARD TOTAL STOCK MARKET ETF922908769344$92,0230.01%
428TEXAS INSTRUMENTS882508104465$90,4560.01%
429SPDR PORTFOLIO SHORT TERM TREASURY ETF78468R1013,097$89,4100.01%
430INVESCO WILDERHILL CLEAN ENE ETFIVZ4,426$89,1840.01%
431SCHWAB FUNDAMENTAL INTL SMALL EQUITY ETF8085247482,549$88,6030.01%
432ALTRIA GROUP INC.MO1,935$88,1390.01%
433AMERIPRISE FINANCIAL INC.03076C106205$87,5740.01%
434SPDR S&P DIVIDEND ETF78464A763688$87,5000.01%
435INTEL CORPORATIONINTC2,813$87,1190.01%
436ISHARES SP 500 GROWTH ETF464287309920$85,1370.01%
437SS&C TECHNOLOGIES HOLDINGS, INC.SSNC1,355$84,9180.01%
438BLACKSTONE INCBX679$84,0600.00%
439ATLANTA BRAVES HOLDINGS IN-ABATRB2,000$82,6600.00%
440ST LOUIS BANCSHARES, INC. COMMON STOCK78447799514,400$82,6560.00%
441VANGUARD INTER TERM T/EXEMPT ADMIRAL SHARES9229078786,088$82,4870.00%
442ISHARES NATIONAL MUNI BOND ETF464288414774$82,4700.00%
443SEMPRA COMSREA1,078$81,9930.00%
444TRACTOR SUPPLY COMPANYTSCO300$81,0000.00%
445DFA EMERGING MKTS PRTFOLIO2332037852,742$80,6840.00%
446BANK OF NEW YORK MELLON CORP0640581001,342$80,3720.00%
447HOME DEPOT INCHD233$80,2080.00%
448SCHWAB FUNDAMENTAL EMERG MKTS EQUITY ETF8085247302,702$79,8980.00%
449CIGNA GROUP125523100241$79,6670.00%
450CRANE NXT, COCXT1,285$78,9250.00%
451WASTE CONNECTIONS INCWCN450$78,9120.00%
452INVESCO SENIOR LOAN-IBIVZ13,481$78,7310.00%
453PEAR TREE POLARIS FOREIGN VALUE FD INSTL70472Q8073,275$77,9420.00%
454ISHARES MSCI INTL QUALITY FACTOR ETF46434V4561,995$77,9050.00%
455COINBASE GLOBAL INC-CLASS ACOIN350$77,7810.00%
456CLEVELAND-CLIFFS INCCLF5,000$76,9500.00%
457COCA COLA CO.KO1,196$76,1250.00%
458FIDELITY ADVISOR REAL ESTATE INCOME FUND Z3163893116,443$75,4440.00%
459DUPONT DE NEMOURS INCDD937$75,4190.00%
460DFA L/C INTERNATIONAL PORTF2332038682,756$75,3310.00%
461MARRIOTT INTERNATIONAL INC571903202311$75,1900.00%
462PGIM GLOBAL REAL ESTATE CL Z7443365043,985$74,7520.00%
463ISHARES MSCI INTL MOMENTUM FACTOR ETF46434V4491,923$74,4010.00%
464AIR PRODUCTS & CHEMICAL INCAIIR284$73,2860.00%
465FIRST TRUST NASDAQ CLEAN ENE-ETF33733E5002,144$72,9170.00%
466CANADIAN NATIONAL RAILWAY CO136375102617$72,8860.00%
467VANGUARD VALUE ETF922908744450$72,1850.00%
468PAYCHEX INC COMPAYX607$71,9660.00%
469MEDTRONIC PLCMDT914$71,9410.00%
470PPG INDUSTRIES INC693506107570$71,7570.00%
471STRIDE INCLRN1,017$71,6990.00%
472X-TRACKERS MSCI EAFE HEDGED EQUITY ETF2330512001,721$71,3180.00%
473AMADEUS IT GROUP SAE046481141,056$70,5670.00%
474SELECT MEDICAL HOLDINGS CORP81619Q1052,000$70,1200.00%
475PUBLIC SERVICE ENTERPRISE GROUP INC.744573106944$69,5730.00%
476CONOCOPHILLIPSCOP592$67,7130.00%
477DARDEN RESTAURANTS, INC.DRI447$67,6400.00%
478LUMINAR TECHOLOGIES INCLAZRQ45,171$67,3050.00%
479ISHARES SHORT-TERM NATIONAL464288158637$66,5980.00%
480PNC FINANCIAL SERVICES GROUP, INC.693475105424$65,9240.00%
481VERIZON COMMUNICATIONSVZ1,595$65,7780.00%
482ASTRAZENECA PLC-SPONS ADRAZN841$65,5900.00%
483SYSCO CORPORATIONSYY909$64,8940.00%
484API GROUP CORPAPG1,712$64,4230.00%
485WELLS FARGO & CO NEW9497461011,082$64,2600.00%
486AMEREN CORPAEE900$63,9990.00%
487SYNOVUS FINANCIAL CORP87161C5011,582$63,5810.00%
488SPDR PORTFOLIO S&P 500 GROWT78464A409779$62,4210.00%
489SCHWAB US MID-CAP ETF808524508800$62,2640.00%
490US BANCORP DEL COM NEWUSB-PS1,567$62,2100.00%
491AMERICAN INTERNATIONAL GROWTH & INCOME F345956T7741,664$62,0560.00%
492UNILEVER PLC-SPONS ADRUNLYF1,115$61,3140.00%
493CORNING INCORPORATEDGLW1,578$61,3050.00%
494AMERICAN CAPITAL WORLD GROWTH AND INCOME F3140543117936$61,2280.00%
495SANOFI-AVENTIS - ADRSNYNF1,242$60,2620.00%
496LOCKHEED MARTIN CORPORATIONLMT129$60,2560.00%
497SPDR S&P 500 ETF TRUSTSPY110$59,8640.00%
498GENUINE PARTS CO.GPC431$59,6160.00%
499PEPSICO INC.PEP359$59,2100.00%
500CME GROUP INCCME301$59,1770.00%