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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

MOTCO

Quarter ended Q1 2025 · Filed May 7, 2025 · Accession 0001306333-25-000004

Total Value
$946.8M
Positions
797
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRUSTSPY45,505$25.5M2.69%
2BROADCOM INCAVGO134,651$22.5M2.38%
3APPLE INC.AAPL98,386$21.9M2.31%
4JPMORGAN CHASE & COVYLD85,707$21.0M2.22%
5MICROSOFT CORPORATIONMSFT55,255$20.7M2.19%
6RUSH ENTERPRISES INC-CL ARUSHB314,696$16.8M1.78%
7VICTORY SHARES S-T BOND ETF92647N535325,784$16.5M1.74%
8SPDR GOLD TRUSTGLD48,622$14.0M1.48%
9COSTCO WHOLESALE CORP.22160K10514,564$13.8M1.46%
10T-MOBILE US INCTMUSZ48,974$13.1M1.38%
11AMPHENOL CORP - CLASS A032095101195,535$12.8M1.36%
12WAL-MART, INC.WMT141,691$12.4M1.32%
13INTERCONTINENTAL EXCHANGE GROUP INC45866F10470,598$12.2M1.29%
14COMCAST CORP. CLASS ACCZ329,895$12.2M1.29%
15AMAZON.COM INC.AMZN63,796$12.1M1.28%
16MERCK & CO INCMRK134,375$12.1M1.28%
17TJX COMPANIES INC87254010997,410$11.9M1.25%
18META PLATFORMS INC.META20,537$11.8M1.25%
19VISA INCV33,769$11.8M1.25%
20APOLLO GLOBAL MANAGEMENT INC03769M10685,695$11.7M1.24%
21ALPHABET INC CL AGOOG75,393$11.7M1.23%
22JOHNSON & JOHNSONJNJ70,082$11.6M1.23%
23PALO ALTO NETWORKS INCPANW67,944$11.6M1.23%
24NVIDIA CORPORATIONNVDA105,967$11.5M1.21%
25EXXON MOBIL CORPORATIONXOM94,200$11.2M1.18%
26ELI LILLY & COLLY13,427$11.1M1.17%
27GOLDMAN SACHS GROUP INCGSCE20,095$11.0M1.16%
28WASTE MANAGEMENT INC (NEW)94106L10947,400$11.0M1.16%
29AON PLC COMAON27,090$10.8M1.14%
30ROPER TECHNOLOGIES INCROP18,298$10.8M1.14%
31BOOKING HOLDINGS INCBKNG2,223$10.2M1.08%
32CHEVRON CORPORATIONCVX60,947$10.2M1.08%
33THERMO FISHER SCIENTIFIC INCTMO20,244$10.1M1.07%
34S&P GLOBAL INCSPGI19,370$9.8M1.04%
35UNITEDHEALTH GROUP INC.UNH18,556$9.7M1.03%
36SALESFORCE INC.CRM36,203$9.7M1.03%
37UNION PACIFIC CORPORATIONUNP40,898$9.7M1.02%
38INTUIT COMINTU15,707$9.6M1.02%
39HONEYWELL INTERNATIONAL INC43851610645,065$9.5M1.01%
40FIRST TRUST MANAGED MUNICIPAL ETF33739N108189,065$9.5M1.01%
41CHARLES SCHWAB CORP NEWSCHW-PJ119,819$9.4M0.99%
42LOWE'S COS. INC.54866110739,608$9.2M0.98%
43MONDELEZ INTERNATIONAL INC-A609207105133,786$9.1M0.96%
44CHIPOTLE MEXICAN GRILL INCCMG180,115$9.0M0.96%
45ACCENTURE PLCACN28,457$8.9M0.94%
46MICROCHIP TECHNOLOGY INCMCHPP180,842$8.8M0.93%
47ZOETIS INCZTS52,324$8.6M0.91%
48UBER TECHNOLOGIES INCUBER117,793$8.6M0.91%
49ISHARES CORE SP 500 ETF46428720015,046$8.5M0.89%
50SPDR PORT LONG-TERM TREASURY ETF78464A664296,589$8.1M0.85%
51WALT DISNEY COMPANY25468710681,644$8.1M0.85%
52ADOBE INCADBE20,571$7.9M0.83%
53NEXTERA ENERGYNEE-PW110,750$7.9M0.83%
54LINDE PLCLIN16,200$7.5M0.80%
55ULTA BEAUTY INCULTA20,366$7.5M0.79%
56COCA COLA CO.KO101,118$7.2M0.77%
57IQVIA HOLDINGS INCIQV39,799$7.0M0.74%
58BANK OF NEW YORK MELLON CORP06405810073,810$6.2M0.65%
59PAYCHEX INC COMPAYX39,606$6.1M0.65%
60NORTHROP GRUMMAN CORPNOC11,789$6.0M0.64%
61CISCO SYSTEMS INCCSCO95,727$5.9M0.62%
62HOME DEPOT INCHD16,017$5.9M0.62%
63EMERSON ELECTRIC COMPANYEMR52,451$5.8M0.61%
64MCDONALDS CORP.MCD18,233$5.7M0.60%
65QUALCOMM INCQCOM35,459$5.4M0.58%
66NXP SEMICONDUCTORS NVNXPI28,013$5.3M0.56%
67CINTAS CORPORATIONCTAS25,540$5.2M0.56%
68AIR PRODUCTS & CHEMICAL INCAIIR17,647$5.2M0.55%
69BLACKSTONE INCBX36,958$5.2M0.55%
70TEXAS INSTRUMENTS88250810428,552$5.1M0.54%
71DARDEN RESTAURANTS, INC.DRI24,676$5.1M0.54%
72WEC ENERGY GROUP INCWEC46,998$5.1M0.54%
73DIAMONDBACK ENERGY INCFANG31,334$5.0M0.53%
74AMERICAN ELECTRIC POWER COMPANY02553710145,387$5.0M0.52%
75CME GROUP INCCME18,493$4.9M0.52%
76SPDR S&P MIDCAP 400 ETF TRUSTMDY8,919$4.8M0.50%
77VERIZON COMMUNICATIONSVZ104,018$4.7M0.50%
78CORNING INCORPORATEDGLW102,244$4.7M0.49%
79CIGNA GROUP12552310013,818$4.5M0.48%
80PEPSICO INC.PEP30,313$4.5M0.48%
81ISHARES GOLD TRUSTIAU75,604$4.5M0.47%
82SUN LIFE FINANCIAL INCSUNFF75,965$4.3M0.46%
83ASTRAZENECA PLC-SPONS ADRAZN58,574$4.3M0.46%
84UNILEVER PLC-SPONS ADRUNLYF72,191$4.3M0.45%
85ABBVIE INCABBV20,051$4.2M0.44%
86VICI PROPERTIES INC925652109122,594$4.0M0.42%
87PNC FINANCIAL SERVICES GROUP, INC.69347510522,700$4.0M0.42%
88LOCKHEED MARTIN CORPORATIONLMT8,725$3.9M0.41%
89SCHLUMBERGER LIMITEDSLB91,899$3.8M0.41%
90SANOFI-AVENTIS - ADRSNYNF68,711$3.8M0.40%
91US BANCORP DEL COM NEWUSB-PS89,552$3.8M0.40%
92DELL TECHNOLOGIES INCDELL41,442$3.8M0.40%
93GENUINE PARTS CO.GPC31,701$3.8M0.40%
94VALERO ENERGY NEWVLO28,083$3.7M0.39%
95PFIZER INCPFE127,347$3.2M0.34%
96DIAGEO PLC-SPONSORED ADRDGEAF29,727$3.1M0.33%
97UNITED PARCEL SERVICEUPS25,589$2.8M0.30%
98GENERAL MILLS INC37033410444,036$2.6M0.28%
99TARGET CORPTGT24,384$2.5M0.27%
100AVANTIS INTERNATIONAL EQUITY ETF02507270335,687$2.4M0.25%
101VANGUARD INTL HIGH DIVIDEND YIELD INDEX FD92194679430,137$2.2M0.23%
102ISHARES MSCI EAFE ETF46428746524,576$2.0M0.21%
103BERKSHIRE HATHAWAY INC-CL BBRK-A3,158$1.7M0.18%
104TEXAS PACIFIC LAND CORPTPL1,267$1.7M0.18%
105PROCTER & GAMBLE CO.7427181099,825$1.7M0.18%
106VANGUARD GROWTH ETF9229087364,365$1.6M0.17%
107VANGUARD DIVIDEND APPRECIATION ETF9219088448,109$1.6M0.17%
108FIRST TRUST NORTH AMERICAN ENERGY INFRA FUND33738D10141,599$1.6M0.16%
109VANGUARD FTSE DEVELOPED MARKETS ETF92194385828,625$1.5M0.15%
110VANGUARD INTERMEDIATE-TERM BOND ETF92193781918,770$1.4M0.15%
111VANGUARD BOND INDEX SHORT-TERM BOND ETF92193782717,769$1.4M0.15%
112ALPHABET INC CL CGOOG8,729$1.4M0.14%
113DEERE & COMPANYDE2,828$1.3M0.14%
114ISHARES INTERNATIONAL SELECT DIVIDEND ETF46428844842,019$1.3M0.14%
115ISHARES CORE SP SMALL CAP ETF46428780410,858$1.1M0.12%
116TAIWAN SEMICONDUCTOR MFG LTD-ADR8740391006,302$1.0M0.11%
117ISHARES CORE SP MID CAP ETF46428750717,274$1.0M0.11%
118SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X1092,358$990,0770.10%
119BLACKROCK INCBLK996$942,6940.10%
120AVANTIS EMERGING MARKETS EQUITY ETF02507260414,266$858,3850.09%
121ASML HOLDINGS NV NY REG SHS 2012ASMLF1,270$841,5400.09%
122SPDR S&P 400 MID CAP ETF78464A84715,389$787,6090.08%
123SABINE ROYALTY TRUST78568810211,600$785,2040.08%
124ORACLE CORPORATIONORCL-PD5,463$763,7820.08%
125AUTOMATIC DATA PROCESSINGADP2,484$758,9370.08%
126NOVARTIS AG-ADRNVSEF6,423$716,0360.08%
127BANK OF NOVA SCOTIA06414910714,794$701,6790.07%
128VANGUARD FTSE EMERGING MARKET ETF92204285815,404$697,1850.07%
129SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF78467V84817,059$687,3070.07%
130VICTORY SHARES S-T BOND ETF92647N53513,538$685,7000.07%
131NOVO-NORDISK A/S - SPONS ADRNONOF9,660$670,7900.07%
132ICON PLC COMICLR3,756$657,2620.07%
133BROADCOM INCAVGO3,857$645,7780.07%
134VANGUARD REAL ESTATE ETF9229085536,747$610,8730.06%
135AMBEV SA ADRABEV254,444$592,8550.06%
136JPMORGAN CHASE & COVYLD2,403$589,4560.06%
137SHELL PLC SPONS ADRRYDAF7,916$580,0840.06%
138INVESCO QQQ TRUST SERIES 1IVZ1,142$535,5070.06%
139SOUTHERN CO.SOMN5,693$523,4710.06%
140COSTCO WHOLESALE CORP.22160K105522$493,6970.05%
141SCHWAB INTERNATIONAL SMALL EQUITY CAP80852488813,454$482,7300.05%
142NVIDIA CORPORATIONNVDA4,352$471,6700.05%
143MICROSOFT CORPORATIONMSFT1,256$471,4900.05%
144ISHARES RUSSELL 1000 GROWTH ETF4642876141,302$470,1390.05%
145AMPHENOL CORP - CLASS A0320951017,136$468,0500.05%
146EXXON MOBIL CORPORATIONXOM3,922$466,4430.05%
147T-MOBILE US INCTMUSZ1,745$465,4090.05%
148INTERCONTINENTAL EXCHANGE GROUP INC45866F1042,670$460,5750.05%
149WAL-MART, INC.WMT5,186$455,2790.05%
150IBMINTR1,820$452,5610.05%
151TJX COMPANIES INC8725401093,705$451,2690.05%
152PALO ALTO NETWORKS INCPANW2,603$444,1760.05%
153APPLE INC.AAPL1,997$443,5940.05%
154VISA INCV1,259$441,2290.05%
155META PLATFORMS INC.META760$438,0340.05%
156GOLDMAN SACHS GROUP INCGSCE801$437,5780.05%
157APOLLO GLOBAL MANAGEMENT INC03769M1063,186$436,2910.05%
158AMERICAN EXPRESS CO.AXP1,615$434,5160.05%
159ISHARES S&P GLOBAL INFRASTRUCTURE INDEX FUND4642883727,934$433,7520.05%
160DIMENSIONAL INTERNATIONAL SMALL CAP ETF25434V77316,208$418,8150.04%
161AON PLC COMAON1,030$411,0630.04%
162AMAZON.COM INC.AMZN2,159$410,7710.04%
163AMERICAN TOWER CORP03027X1001,847$401,9070.04%
164JPMORGAN INTERNATIONAL BOND OPPORTUNITIES46641Q8528,385$401,5580.04%
165COMCAST CORP. CLASS ACCZ10,690$394,4610.04%
166WASTE MANAGEMENT INC (NEW)94106L1091,703$394,2620.04%
167SALESFORCE INC.CRM1,452$389,6590.04%
168UNITEDHEALTH GROUP INC.UNH743$389,1460.04%
169ROPER TECHNOLOGIES INCROP657$387,3540.04%
170ALPHABET INC CL AGOOG2,503$387,0640.04%
171EQUINIX INCEQIX474$386,4760.04%
172AT&T INC.T-PC13,508$382,0060.04%
173EMCOR GROUP INCEME1,024$378,5010.04%
174BOOKING HOLDINGS INCBKNG82$377,7670.04%
175S&P GLOBAL INCSPGI743$377,5180.04%
176MERCK & CO INCMRK4,202$377,1720.04%
177PUBLIC STORAGEPSA-PS1,258$376,5070.04%
178CHIPOTLE MEXICAN GRILL INCCMG7,473$375,2190.04%
179ELI LILLY & COLLY448$370,0080.04%
180COLGATE-PALMOLIVE COMPANYCL3,924$367,6790.04%
181UNION PACIFIC CORPORATIONUNP1,554$367,1170.04%
182CHARLES SCHWAB CORP NEWSCHW-PJ4,640$363,2190.04%
183INTUIT COMINTU588$361,0260.04%
184LOWE'S COS. INC.5486611071,542$359,6410.04%
185HONEYWELL INTERNATIONAL INC4385161061,679$355,5280.04%
186ACCENTURE PLCACN1,137$354,7890.04%
187MONDELEZ INTERNATIONAL INC-A6092071055,225$354,5160.04%
188CLOROX COMPANYCLX2,304$339,2640.04%
189STARBUCKS CORPSBUX3,457$339,0970.04%
190ZOETIS INCZTS2,058$338,8500.04%
191KLA CORPORATIONKLAC494$335,8210.04%
1923M COMMM2,277$334,4000.04%
193MICROCHIP TECHNOLOGY INCMCHPP6,851$331,6570.04%
194THERMO FISHER SCIENTIFIC INCTMO661$328,9140.03%
195AUTOZONE INCAZO86$327,8990.03%
196ULTA BEAUTY INCULTA886$324,7540.03%
197DIMENSIONAL WORLD EX US CORE25434V88012,372$324,1460.03%
198WALT DISNEY COMPANY2546871063,276$323,3410.03%
199ADOBE INCADBE839$321,7820.03%
200JOHNSON & JOHNSONJNJ1,882$312,1110.03%
201MARTIN MARIETTA MATERIALS INC573284106650$310,7850.03%
202PROLOGIS INCPLDGP2,706$302,5040.03%
203WELLTOWER INCWELL1,961$300,4450.03%
204NEXTERA ENERGYNEE-PW4,233$300,0770.03%
205IQVIA HOLDINGS INCIQV1,677$295,6550.03%
206UBER TECHNOLOGIES INCUBER4,051$295,1560.03%
207LINDE PLCLIN632$294,2840.03%
208MORGAN STANLEYMS-PQ2,509$292,7250.03%
209FIRST TRUST MANAGED MUNICIPAL ETF33739N1085,701$287,4570.03%
210SCHWAB U.S. LARGE-CAP ETF80852420112,894$284,7000.03%
211MASTERCARD INCMA514$281,7340.03%
212EATON CORP PLCETN1,025$278,6260.03%
213REVVITY INCRVTY2,630$278,2540.03%
214DANAHER CORP DEL COM2358511021,347$276,1350.03%
215ILLINOIS TOOL WORKS INC.4523081091,103$273,5550.03%
216DIMENSIONAL US MARKETWIDE VA25434V7246,502$267,9470.03%
217STRYKER CORPSYK709$263,9250.03%
218INDUSTRIAL SELECT SECTOR SPDR FUND81369Y7041,999$262,0090.03%
219NORTHROP GRUMMAN CORPNOC499$255,4930.03%
220DIMENSIONAL US EQUITY MARKET ETF25434V4014,184$253,0480.03%
221BRISTOL MYERS SQUIBBCELG-RI4,130$251,8890.03%
222ISHARES RUSSELL 1000 VALUE INDEX FUND4642875981,328$249,8760.03%
223CHEVRON CORPORATIONCVX1,478$247,2550.03%
224NXP SEMICONDUCTORS NVNXPI1,298$246,6980.03%
225ISHARES SP MID CAP 400 VALUE ETF4642877052,054$245,9250.03%
226AMGEN, INCAMGN785$244,5670.03%
227REPUBLIC SERVICES INC760759100996$241,1910.03%
228ISHARES SP MID CAP 400 GROWTH ETF4642876062,886$240,3460.03%
229BECTON DICKINSON & COBDX1,012$231,8090.02%
230ISHARES SELECT DIVIDEND ETF4642871681,711$229,7700.02%
231MASTEC INCMTZ1,925$224,6670.02%
232ISHARES S&P SMALL-CAP 600 GROWTH ETF4642878871,781$221,7350.02%
233DIAMONDBACK ENERGY INCFANG1,352$216,1580.02%
234BOEING COMPANYBA-PA1,216$207,3890.02%
235ANALOG DEVICES INCADI1,020$205,7030.02%
236ROSS STORES INCROST1,591$203,3140.02%
237ISHARES MSCI USA QUALITY FACTOR ETF46432F3391,180$201,6500.02%
238ATMOS ENERGY CORPORATIONATO1,290$199,4080.02%
239KIMBERLY CLARK CORPKMB1,376$195,6950.02%
240COLLIERS INTL GR-SUBORD VOT1946931071,599$193,9590.02%
241RTX CORPORATIONRTX1,445$191,4050.02%
242WP CAREY INC92936U1092,952$186,3010.02%
243SPDR S&P BIOTECH ETF78464A8702,268$183,9350.02%
244ABBOTT LABORATORIESABLZF1,380$183,0570.02%
245SIMON PPTY GROUP (PREV SIMON DEBARTOLO GRP)8288061091,083$179,8650.02%
246XCEL ENERGY, INC.XELLL2,517$178,1780.02%
247CULLEN FROST BANKERS INCCFR-PB1,397$174,9040.02%
248GLACIER BANCORP INCGBCI3,950$174,6690.02%
249SCHLUMBERGER LIMITEDSLB4,142$173,1360.02%
250THOMSON REUTERS CORPTMSOF998$172,4340.02%
251ISHARES ESG AWARE MSCI EAFE ETF46435G5162,091$170,8140.02%
252AVALONBAY COMMUNITIES INCAWX794$170,4080.02%
253GABELLI EQUITY TRUST INCGAB-PK30,318$167,0520.02%
254ALTRIA GROUP INC.MO2,754$165,2950.02%
255PUBLIC SERVICE ENTERPRISE GROUP INC.7445731061,973$162,3780.02%
256VANGUARD INFORMATION TECHNOLOGY ETF92204A702299$162,1720.02%
257EQUITY RESIDENTIALEQR2,257$161,5560.02%
258CINTAS CORPORATIONCTAS783$160,9300.02%
259INVESCO S&P 500 EQUAL WEIGHT PORTFOLIOIVZ921$159,5450.02%
260MARATHON PETROLEUM CORPORATIONMARA1,080$157,3450.02%
261INVITATION HOMES INCINVH4,505$156,9990.02%
262ISHARES CORE MSCI EAFE ETF46432F8421,989$150,4680.02%
263DOMINION ENERGY INCD2,649$148,5290.02%
264BANK OF AMERICA CORP0605051043,526$147,1400.02%
265SERVICENOW INCNOW183$145,6940.02%
266CANADIAN PACIFIC KANSAS CITYCP2,054$144,2110.02%
267PPL CORP COMPPLC3,652$131,8740.01%
268NIKE INC - CLASS BNKE2,076$131,7840.01%
269REALTY INCOME CORPORATIONO2,245$130,2320.01%
270STRIDE INCLRN1,017$128,6510.01%
271VENTAS INCVTR1,856$127,6190.01%
272CUMMINS INCCMI406$127,2570.01%
273HEALTHPEAK PROPERTIES, INCDOC6,185$125,0610.01%
274VANGUARD SHORT-TERM CORPORATE BOND ETF92206C4091,580$124,7250.01%
275ISHARES GOLD TRUSTIAU2,098$123,6980.01%
276CATERPILLAR INC.CAT374$123,3450.01%
277DIMENSIONAL US TARGET VALUE25434V6092,352$121,1040.01%
278ENERGY TRANSFER EQUITY LPET-PI6,425$119,4410.01%
279GENERAL DYNAMICS CORPGD435$118,5720.01%
280ISHARES ESG AWARE MSCI USA ETF46435G425971$118,3750.01%
281WILLIAMS COS INC9694571001,973$117,9060.01%
282ENBRIDGE INCENNPF2,623$116,2250.01%
283KKR & CO INCKKRT1,000$115,6100.01%
284NUVEEN AMT-FREE MUNICIPAL CREDIT INCOME FUNDNU9,257$114,6020.01%
285THE HERSHEY COMPANYHSY664$113,5640.01%
286SS&C TECHNOLOGIES HOLDINGS, INC.SSNC1,355$113,1830.01%
287VANGUARD LARGE-CAP ETF922908637440$113,0930.01%
288ISHARES RUSSELL MID-CAP ETF4642874991,308$111,2720.01%
289ENTERGY CORPORATION NEWENO1,267$108,3160.01%
290PHILIP MORRIS INTERNATIONAL INC718172109675$107,1430.01%
291SPDR PORT LONG-TERM TREASURY ETF78464A6643,833$104,4880.01%
292MARRIOTT INTERNATIONAL INC571903202428$101,9500.01%
293AVANTIS INTERNATIONAL EQUITY ETF0250727031,525$101,0620.01%
294DARDEN RESTAURANTS, INC.DRI481$99,9330.01%
295BANK OF NEW YORK MELLON CORP0640581001,191$99,8890.01%
296THE TRAVELERS COMPANIES, INCTRV377$99,7010.01%
297QUALCOMM INCQCOM648$99,5390.01%
298PAYCHEX INC COMPAYX645$99,5110.01%
299AMERIPRISE FINANCIAL INC.03076C106205$99,2430.01%
300AVANTIS EMERGING MARKETS EQUITY ETF0250726041,625$97,7760.01%
301VOYA FINANCIAL INCVOYA-PB1,408$95,4060.01%
302BRITISH AMERICAN TOB SP ADR1104481072,304$95,3160.01%
303BLACKSTONE INCBX678$94,7710.01%
304SBA COMMUNICATIONS CORPORATIONSBAC426$93,7240.01%
305COCA COLA CO.KO1,299$93,0340.01%
306CONOCOPHILLIPSCOP877$92,1030.01%
307SPDR S&P MIDCAP 400 ETF TRUSTMDY172$91,7590.01%
308DIGITAL REALTY TRUST INC253868103640$91,7060.01%
309PHILLIPS 66PSX737$91,0050.01%
310EMERSON ELECTRIC COMPANYEMR829$90,8920.01%
311HOME DEPOT INCHD248$90,8900.01%
312WASTE CONNECTIONS INCWCN450$87,8360.01%
313ISHARES RUSSELL 2000 ETF464287655437$87,1770.01%
314TEXAS INSTRUMENTS882508104485$87,1550.01%
315MARSH & MCLENNAN COMPANIES INC571748102352$85,8990.01%
316TRANE TECHNOLOGIES PUBLIC LIMITED COTT254$85,5780.01%
317ISHARES SP 500 GROWTH ETF464287309920$85,4040.01%
318WEC ENERGY GROUP INCWEC775$84,4600.01%
319CME GROUP INCCME318$84,3620.01%
320CIGNA GROUP125523100256$84,2240.01%
321ISHARES ESG 1-5 YEAR USD CORP BOND46435G2433,352$83,7660.01%
322VERIZON COMMUNICATIONSVZ1,845$83,6890.01%
323TRACTOR SUPPLY COMPANYTSCO1,500$82,6500.01%
324ABBVIE INCABBV394$82,5510.01%
325HOST HOTELS AND RESORTS INCHST5,747$81,6650.01%
326CISCO SYSTEMS INCCSCO1,291$79,6680.01%
327AIR PRODUCTS & CHEMICAL INCAIIR270$79,6280.01%
328PNC FINANCIAL SERVICES GROUP, INC.693475105452$79,4480.01%
329ISHARES MSCI INTL QUALITY FACTOR ETF46434V4561,995$79,1820.01%
330VANGUARD VALUE ETF922908744450$77,7330.01%
331SANOFI-AVENTIS - ADRSNYNF1,397$77,4780.01%
332ISHARES MSCI INTL MOMENTUM FACTOR ETF46434V4491,923$76,8050.01%
333ISHARES NATIONAL MUNI BOND ETF464288414726$76,5490.01%
334GABELLI UTILITY TRUST36240A10114,277$76,2390.01%
335CORNING INCORPORATEDGLW1,646$75,3540.01%
336X-TRACKERS MSCI EAFE HEDGED EQUITY ETF2330512001,721$74,5190.01%
337PPG INDUSTRIES INC693506107680$74,3580.01%
338AMERICAN ELECTRIC POWER COMPANY025537101664$72,5550.01%
339INNODATA INCINOD2,000$71,8000.01%
340US BANCORP DEL COM NEWUSB-PS1,688$71,2670.01%
341SUN LIFE FINANCIAL INCSUNFF1,243$71,1740.01%
342VANGUARD TOTAL STOCK MARKET ETF922908769252$69,2600.01%
343GE AEROSPACE369604301345$69,0520.01%
344VICI PROPERTIES INC9256521092,101$68,5350.01%
345UNILEVER PLC-SPONS ADRUNLYF1,150$68,4830.01%
346ISHARES US TREASURY BOND ETF46429B2672,974$68,3570.01%
347SYSCO CORPORATIONSYY909$68,2110.01%
348DELL TECHNOLOGIES INCDELL738$67,2690.01%
349ISHARES SHORT-TERM NATIONAL464288158637$67,2670.01%
350ASTRAZENECA PLC-SPONS ADRAZN910$66,8850.01%
351VANGUARD S&P 500 ETF922908363129$66,2940.01%
352ISHARES ESG AWARE MSCI EM ETF46434G8631,877$65,6010.01%
353FEDEX CORPORATIONFDX267$65,0890.01%
354NUVEEN AMT-FREE QUALITY MUNICIPAL INCOME FUNDNU5,657$63,3580.01%
355ALEXANDRIA REAL ESTATE EQUITIES INC015271109681$62,9990.01%
356PEPSICO INC.PEP420$62,9750.01%
357MCDONALDS CORP.MCD201$62,7860.01%
358VERTEX PHARMACEUTICALS INCVRTX129$62,5420.01%
359ISHARES ESG AWARE US AGGREGATE BOND ETF46435U5491,317$62,5310.01%
360GUGGENHEIM STRATEGIC OPPORTUNITY ETFGOF4,000$62,2800.01%
361VANGUARD MID-CAP ETF922908629240$62,0690.01%
362CARRIER GLOBAL CORPORATIONCARR975$61,8150.01%
363SPDR S&P 500 ETF TRUSTSPY110$61,5330.01%
364ONEOK INC NEWOKE620$61,5160.01%
365DUKE ENERGY CORPDUKB500$60,9850.01%
366FORTUNE BRANDS INNOVATIONS INCFBIN1,000$60,8800.01%
367RANI THERAPEUTICS HOLDINGS-ARANI48,129$60,6430.01%
368LOCKHEED MARTIN CORPORATIONLMT135$60,3060.01%
369COINBASE GLOBAL INC-CLASS ACOIN350$60,2810.01%
370AMERICAN WATER WORKS CO030420103406$59,8930.01%
371DUPONT DE NEMOURS INCDD802$59,8930.01%
372GENERAL MILLS INC370334104974$58,2350.01%
373VANGUARD FTSE EMERGING MARKET ETF9220428581,283$58,0690.01%
374GENUINE PARTS CO.GPC474$56,4720.01%
375KINDER MORGAN INCEP-PC1,957$55,8330.01%
376WESTERN ASSET MANAGED MUNICIPALS INCOME FUND95766M1055,412$55,6890.01%
377MEDTRONIC PLCMDT619$55,6230.01%
378DIAGEO PLC-SPONSORED ADRDGEAF512$53,6520.01%
379FIRST TRUST NASDAQ CLEAN ENE-ETF33733E5001,874$53,6340.01%
380NUVEEN ESG MID CAP GROWTH ETFNU1,248$53,5640.01%
381SCHWAB US MID-CAP ETF8085245082,032$53,2380.01%
382ELEVANCE HEALTH, INCELV122$53,0650.01%
383INVESCO WATER RESOURCES ETFIVZ800$51,6160.01%
384PFIZER INCPFE2,035$51,5670.01%
385VANGUARD GROWTH ETF922908736139$51,5440.01%
386VALERO ENERGY NEWVLO390$51,5070.01%
387PRINCIPAL FINANCIAL GROUPPFG606$51,1280.01%
388MOODY'S CORPORATIONMCO109$50,7600.01%
389YUM! BRANDS INC.YUM320$50,3550.01%
390OTIS WORLWIDE CORPORATIONOTIS487$50,2580.01%
391TESLA INCTSLA185$47,9450.01%
392ROCKWELL AUTOMATION INCROK182$47,0250.00%
393UNITED PARCEL SERVICEUPS425$46,7460.00%
394IDACORP INCIDA400$46,4880.00%
395CHURCH & DWIGHT CO INCCHD420$46,2380.00%
396TARGET CORPTGT440$45,9180.00%
397CAPITAL ONE FINANCIAL CORP.14040H105256$45,9010.00%
398VANGUARD BOND INDEX SHORT-TERM BOND ETF921937827586$45,8720.00%
399VANGUARD INTERMEDIATE-TERM BOND ETF921937819599$45,8650.00%
400QUANTA SERVICES, INC.74762E102180$45,7520.00%
401VANGUARD EXTENDED MARKET ETF922908652262$45,1320.00%
402VANGUARD SHORT-TERM TREASURY92206C102768$45,0740.00%
403HASBRO, INC.HAS715$43,9650.00%
404AMEREN CORPAEE435$43,6740.00%
405CRANE COCR285$43,6560.00%
406INVESCO NASDAQ 100 ETFIVZ226$43,6230.00%
407L3 HARRIS TECHNOLOGIES INCLHX208$43,5360.00%
408HEWLETT PACKARD ENTERPRISE COMPANYHPE-PC2,800$43,2040.00%
409NORFOLK SOUTHERN CORP.655844108165$39,0800.00%
410GALLAGHER ARTHUR J & CO363576109112$38,6670.00%
411ISHARES CORE MSCI EMERGING MARKETS ETF46434G103699$37,7250.00%
412PARKER HANNIFIN CORP.PH61$37,0790.00%
413CENTERPOINT ENERGY INC.CNP1,000$36,2300.00%
414VANGUARD S/T INFLATION-PROTECTED SEC INDEX FD922020805720$35,9280.00%
415SCHWAB US SMALL-CAP ETF8085246071,523$35,6840.00%
416SIRIUS XM HOLDINGS INC8299331001,573$35,4630.00%
417INVESCO WILDERHILL CLEAN ENE ETFIVZ2,245$35,3360.00%
418COCA-COLA EUROPACIFIC PARTNERS PLCCCEP405$35,2470.00%
419SPDR GOLD TRUSTGLD122$35,1530.00%
420Concentra Group Holdings ParenCON1,613$35,0020.00%
421EVERGY INCEVRG499$34,4060.00%
422HEALTHCARE REALTY TRUST INC42226K1052,000$33,8000.00%
423SELECT MEDICAL HOLDINGS CORP81619Q1052,000$33,4000.00%
424METLIFE INCMET-PF413$33,1600.00%
425TRUIST FINANCIAL CORP COM89832Q109798$32,8380.00%
426BURKE & HERBERT FINANCIAL SE12135Y108585$32,8240.00%
427DOVER CORPORATIONDOV186$32,6760.00%
428BOSTON SCIENTIFIC CORPORATIONBSX315$31,7770.00%
429APA CORPORATIONAPA1,497$31,4670.00%
430ENTERPRISE PRODUCTS PARTNERS LP293792107908$30,9990.00%
431FACTSET RESEARCH SYSTEM30307510567$30,4610.00%
432AFLAC INCAFL273$30,3550.00%
433PTC INCPTC187$28,9760.00%
434XPO INCXPO269$28,9390.00%
435HOULIHAN LOKEY INCHLI179$28,9090.00%
436RXO INCRXO1,494$28,5350.00%
437FLEX LTD.FLEX850$28,1180.00%
438COLUMBIA SELIG PREM TECH GW19842X1091,000$27,9800.00%
439DTE ENERGY COMPANYDTK200$27,6540.00%
440STRATEGY SHARES NASDAQ 7HANDL INDEX ETFSTRD1,300$27,4170.00%
441WELLS FARGO & CO NEW949746101378$27,1370.00%
442ILLUMINA INCILMN325$25,7860.00%
443VANGUARD SMALL-CAP ETF922908751116$25,7230.00%
444SHERWIN - WILLIAMS COMPANYSHW72$25,1420.00%
445ISHARES IBONDS DEC 2025 TERM CORPORATE ETF46434VBD1970$24,3960.00%
446ISHARES IBONDS DEC 2027 TERM CORPORATE ETF46435UAA9989$23,9140.00%
447PACCAR INCPCAR245$23,8560.00%
448VERISK ANALYTICS INCVRSK79$23,5120.00%
449NETFLIX INCNFLX25$23,3130.00%
450SPDR S&P BIOTECH ETF78464A870287$23,2760.00%
451ALLSTATE CORP.ALL-PJ112$23,1920.00%
452READY CAPITAL CORPORATIONRC-PE4,549$23,1540.00%
453FIRST TRUST NORTH AMERICAN ENERGY INFRA FUND33738D101616$23,0940.00%
454FIFTH THIRD BANCORPFITBM585$22,9320.00%
455M&T BANK CORP.55261F104128$22,8800.00%
456FIRSTCASH HOLDINGS, INCFCFS189$22,7400.00%
457CF INDUSTRIES HOLDINGS INC125269100290$22,6640.00%
458FIRST TR GLBL TACTICAL COMMDY FUND ETF33739H101881$22,4830.00%
459ISHARES MSCI JAPAN ETF46434G822318$21,8020.00%
460ISHARES TRUST RUSSELL 3000 ETF46428768968$21,6000.00%
461GILEAD SCIENCES INCGILD192$21,5140.00%
462GLOBAL X SP 500 CATHOLIC VALUES ETF37954Y889315$21,2750.00%
463STATE STREET CORPSTT-PG237$21,2190.00%
464FORTINET INCFTNT220$21,1770.00%
465CLEVELAND-CLIFFS INCCLF2,575$21,1670.00%
466ISHARES MSCI ACWI EX US ETF464288240381$21,1260.00%
467WENDY'S INTERNATIONAL INC95058W1001,417$20,7310.00%
468AMERICAN EXPRESS CO.AXP77$20,7170.00%
469FORTIVE CORPFTV280$20,4900.00%
470EBAY INC.EBAY300$20,3190.00%
471MOTOROLA SOLUTIONS INCMSI46$20,1390.00%
472OMNICOM GROUP INCOMC240$19,8980.00%
473INTEL CORPORATIONINTC855$19,4170.00%
474SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF78467V848481$19,3790.00%
475CITIGROUP INCC-PR269$19,0960.00%
476BAXTER INTERNATIONAL INC.071813109547$18,7240.00%
477LKQ CORPORATIONLKQ430$18,2920.00%
478INTERNATIONAL PAPER CO.460146103341$18,1920.00%
479FEDERATED HERMES TOTAL RETURN BOND ETFFHI725$18,1610.00%
480ALIBABA GROUP HOLDING LTDBBAAY137$18,1160.00%
481OCCIDENTAL PETE CORP WT EXP674599162653$18,0690.00%
482CHART INDS16115Q308125$18,0450.00%
483JOHNSON CONTROLS INTERNATIONAL PLCG51502105225$18,0250.00%
484PRUDENTIAL FINANCIAL, INC.PUKPF160$17,8690.00%
485CONSTELLATION BRANDS INC. - CLASS ASTZ97$17,8010.00%
486MCCORMICK & CO.MKC-V214$17,6140.00%
487GRAND CANYON EDLOPE101$17,4750.00%
488MFC ISHARES BARCLAYS 20 YEAR TREASURY BD ETF464287432190$17,2960.00%
489NEW JERSEY RESOURCES CORP.NJR350$17,1710.00%
490AMERICA MOVIL SAB DE CVAMXOF1,200$17,0640.00%
491ECOLAB INCECL67$16,9860.00%
492WESTERN ASSET MUNICIPAL HIGH INCOME FUND INC95766N1032,274$16,8500.00%
493GE VERNOVA INCGEV55$16,7900.00%
494EOG RESOURCES INCEOG130$16,6710.00%
495PROSHARES ULT S&P 50074347R107200$16,5560.00%
496RESMED INCRSMDF73$16,3410.00%
497INMODE LTDINMD920$16,3210.00%
498LUMINAR TECHNOLOGIES INC CLASS ALAZRQ3,010$16,2240.00%
499DAVITA INCDVA105$16,0620.00%
500ARCHER DANIELS MIDLAND COADM331$15,8910.00%