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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 Q3 2025 · Filed October 22, 2025 · Accession 0001306333-25-000009

Total Value
$1.09B
Positions
847
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1BROADCOM INCAVGO122,352$40.4M3.69%
2SPDR S&P 500 ETF TRUSTSPY45,014$30.0M2.74%
3MICROSOFT CORPORATIONMSFT55,730$28.9M2.64%
4ALPHABET INC CL AGOOG107,690$26.2M2.40%
5JPMORGAN CHASE & COVYLD82,279$26.0M2.38%
6APPLE INC.AAPL97,480$24.8M2.27%
7AMPHENOL CORP - CLASS A032095101174,607$21.6M1.98%
8NVIDIA CORPORATIONNVDA101,427$18.9M1.73%
9META PLATFORMS INC.META23,180$17.0M1.56%
10RUSH ENTERPRISES INC-CL ARUSHB316,803$16.9M1.55%
11VICTORY SHARES S-T BOND ETF92647N535330,181$16.8M1.54%
12SPDR GOLD TRUSTGLD45,738$16.3M1.49%
13GOLDMAN SACHS GROUP INCGSCE19,163$15.3M1.40%
14WAL-MART, INC.WMT141,379$14.6M1.33%
15AMAZON.COM INC.AMZN65,497$14.4M1.32%
16TJX COMPANIES INC87254010997,376$14.1M1.29%
17PALO ALTO NETWORKS INCPANW68,527$14.0M1.28%
18COSTCO WHOLESALE CORP.22160K10515,014$13.9M1.27%
19JOHNSON & JOHNSONJNJ70,490$13.1M1.20%
20MICROCHIP TECHNOLOGY INCMCHPP191,749$12.3M1.13%
21INTERCONTINENTAL EXCHANGE GROUP INC45866F10471,087$12.0M1.10%
22BOOKING HOLDINGS INCBKNG2,211$11.9M1.09%
23APOLLO GLOBAL MANAGEMENT INC03769M10688,314$11.8M1.08%
24T-MOBILE US INCTMUSZ49,060$11.7M1.07%
25UBER TECHNOLOGIES INCUBER118,999$11.7M1.07%
26VISA INCV33,779$11.5M1.06%
27EATON CORP PLCETN30,449$11.4M1.04%
28CHARLES SCHWAB CORP NEWSCHW-PJ118,788$11.3M1.04%
29ELI LILLY & COLLY14,812$11.3M1.03%
30ULTA BEAUTY INCULTA20,661$11.3M1.03%
31EXXON MOBIL CORPORATIONXOM97,700$11.0M1.01%
32INTUIT COMINTU16,010$10.9M1.00%
33MCKESSON CORPORATIONMCK14,099$10.9M1.00%
34THERMO FISHER SCIENTIFIC INCTMO22,322$10.8M0.99%
35WASTE MANAGEMENT INC (NEW)94106L10948,849$10.8M0.99%
36PROCTER & GAMBLE CO.74271810969,271$10.6M0.97%
37LOWE'S COS. INC.54866110742,044$10.6M0.97%
38UNION PACIFIC CORPORATIONUNP44,442$10.5M0.96%
39MOTOROLA SOLUTIONS INCMSI22,024$10.1M0.92%
40AON PLC COMAON27,882$9.9M0.91%
41CHEVRON CORPORATIONCVX63,099$9.8M0.90%
42S&P GLOBAL INCSPGI20,061$9.8M0.89%
43ROPER TECHNOLOGIES INCROP19,268$9.6M0.88%
44SALESFORCE INC.CRM39,512$9.4M0.86%
45NEXTERA ENERGYNEE-PW118,977$9.0M0.82%
46FIRST TRUST MANAGED MUNICIPAL ETF33739N108176,091$8.9M0.82%
47SPDR PORT LONG-TERM TREASURY ETF78464A664328,218$8.8M0.81%
48IQVIA HOLDINGS INCIQV46,311$8.8M0.80%
49STRYKER CORPSYK23,408$8.7M0.79%
50ZOETIS INCZTS59,115$8.6M0.79%
51ADOBE INCADBE24,169$8.5M0.78%
52ACCENTURE PLCACN32,771$8.1M0.74%
53CORNING INCORPORATEDGLW96,879$7.9M0.73%
54LINDE PLCLIN16,670$7.9M0.72%
55CHIPOTLE MEXICAN GRILL INCCMG201,588$7.9M0.72%
56BANK OF NEW YORK MELLON CORP06405810071,457$7.8M0.71%
57NORTHROP GRUMMAN CORPNOC11,984$7.3M0.67%
58NXP SEMICONDUCTORS NVNXPI30,235$6.9M0.63%
59EMERSON ELECTRIC COMPANYEMR50,324$6.6M0.60%
60HOME DEPOT INCHD15,910$6.4M0.59%
61CISCO SYSTEMS INCCSCO92,609$6.3M0.58%
62BLACKSTONE INCBX36,770$6.3M0.57%
63COCA COLA CO.KO90,371$6.0M0.55%
64QUALCOMM INCQCOM35,040$5.8M0.53%
65DELL TECHNOLOGIES INCDELL40,228$5.7M0.52%
66ISHARES GOLD TRUSTIAU76,573$5.6M0.51%
67CINTAS CORPORATIONCTAS26,900$5.5M0.51%
68SPDR S&P MIDCAP 400 ETF TRUSTMDY9,176$5.5M0.50%
69MCDONALDS CORP.MCD17,864$5.4M0.50%
70TEXAS INSTRUMENTS88250810427,937$5.1M0.47%
71WEC ENERGY GROUP INCWEC44,764$5.1M0.47%
72AMERICAN ELECTRIC POWER COMPANY02553710144,174$5.0M0.45%
73DIAMONDBACK ENERGY INCFANG34,263$4.9M0.45%
74PAYCHEX INC COMPAYX38,093$4.8M0.44%
75IBMINTR17,098$4.8M0.44%
76CME GROUP INCCME17,708$4.8M0.44%
77AIR PRODUCTS & CHEMICAL INCAIIR17,363$4.7M0.43%
78ABBVIE INCABBV19,767$4.6M0.42%
79DARDEN RESTAURANTS, INC.DRI23,814$4.5M0.41%
80ASTRAZENECA PLC-SPONS ADRAZN58,541$4.5M0.41%
81PNC FINANCIAL SERVICES GROUP, INC.69347510522,299$4.5M0.41%
82VERIZON COMMUNICATIONSVZ101,935$4.5M0.41%
83ISHARES CORE SP 500 ETF4642872006,667$4.5M0.41%
84SUN LIFE FINANCIAL INCSUNFF73,404$4.4M0.40%
85LOCKHEED MARTIN CORPORATIONLMT8,732$4.4M0.40%
86US BANCORP DEL COM NEWUSB-PS89,159$4.3M0.39%
87GENUINE PARTS CO.GPC30,697$4.3M0.39%
88UNILEVER PLC-SPONS ADRUNLYF71,371$4.2M0.39%
89MERCK & CO INCMRK47,849$4.0M0.37%
90PEPSICO INC.PEP28,424$4.0M0.37%
91VALERO ENERGY NEWVLO23,423$4.0M0.36%
92VICI PROPERTIES INC925652109120,148$3.9M0.36%
93CIGNA GROUP12552310013,550$3.9M0.36%
94COMCAST CORP. CLASS ACCZ124,049$3.9M0.36%
95JPMORGAN ACTIVE GROWTH ETF46654Q60939,994$3.7M0.34%
96SLB LimitedSLB105,441$3.6M0.33%
97PUTNAM FOCUSED LARGE CAP VALUE ETF74672930077,472$3.3M0.30%
98SANOFI-AVENTIS - ADRSNYNF68,923$3.3M0.30%
99AVANTIS INTERNATIONAL EQUITY ETF02507270340,419$3.2M0.29%
100PFIZER INCPFE124,834$3.2M0.29%
101VANGUARD GROWTH ETF9229087365,970$2.9M0.26%
102DIAGEO PLC-SPONSORED ADRDGEAF29,872$2.9M0.26%
103FIDELITY ENHANCED MID CAP ETF31609A50370,433$2.5M0.23%
104VANGUARD INTL HIGH DIVIDEND YIELD INDEX FD92194679429,078$2.5M0.23%
105ISHARES MSCI EAFE ETF46428746524,900$2.3M0.21%
106GENERAL MILLS INC37033410444,192$2.2M0.20%
107UNITED PARCEL SERVICEUPS26,389$2.2M0.20%
108ALPHABET INC CL CGOOG8,867$2.2M0.20%
109VANGUARD DIVIDEND APPRECIATION ETF9219088448,670$1.9M0.17%
110ORACLE CORPORATIONORCL-PD6,630$1.9M0.17%
111VANGUARD INTERMEDIATE-TERM BOND ETF92193781923,773$1.9M0.17%
112AVANTIS US SMALL CAP VALUE ETF02507287718,138$1.8M0.17%
113VANGUARD BOND INDEX SHORT-TERM BOND ETF92193782722,661$1.8M0.16%
114VANGUARD FTSE DEVELOPED MARKETS ETF92194385828,226$1.7M0.15%
115TAIWAN SEMICONDUCTOR MFG LTD-ADR8740391005,947$1.7M0.15%
116FIRST TRUST NORTH AMERICAN ENERGY INFRA FUND33738D10140,487$1.6M0.14%
117ISHARES INTERNATIONAL SELECT DIVIDEND ETF46428844841,816$1.5M0.14%
118NEUBERGER BERMAN SMALL-MID CAP ETF64135A80457,907$1.5M0.13%
119DEERE & COMPANYDE2,945$1.3M0.12%
120BERKSHIRE HATHAWAY INC-CL BBRK-A2,654$1.3M0.12%
121AVANTIS EMERGING MARKETS EQUITY ETF02507260417,537$1.3M0.12%
122DIMENSIONAL INTERNATIONAL SMALL CAP ETF25434V77339,511$1.2M0.11%
123TEXAS PACIFIC LAND CORPTPL1,267$1.2M0.11%
124ASML HOLDINGS NV NY REG SHS 2012ASMLF1,208$1.2M0.11%
125BROADCOM INCAVGO3,498$1.2M0.11%
126BLACKROCK INCBLK974$1.1M0.10%
127AUTOMATIC DATA PROCESSINGADP3,807$1.1M0.10%
128BANK OF NOVA SCOTIA06414910714,832$958,8890.09%
129SABINE ROYALTY TRUST78568810211,600$921,7360.08%
130ISHARES RUSSELL 1000 GROWTH ETF4642876141,964$919,9570.08%
131ALPHABET INC CL AGOOG3,702$899,9560.08%
132SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X1091,893$877,8600.08%
133SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF78467V84821,028$853,1060.08%
134ISHARES CORE MSCI EAFE ETF46432F8429,424$822,8090.08%
135ISHARES CORE SP SMALL CAP ETF4642878046,915$821,7090.08%
136NOVARTIS AG-ADRNVSEF6,388$819,1970.07%
137VANGUARD REAL ESTATE ETF9229085538,460$773,4130.07%
138ISHARES CORE SP MID CAP ETF46428750711,590$756,3630.07%
139AMPHENOL CORP - CLASS A0320951016,038$747,2030.07%
140JPMORGAN CHASE & COVYLD2,318$731,1670.07%
141NVIDIA CORPORATIONNVDA3,857$719,6390.07%
142VICTORY SHARES S-T BOND ETF92647N53513,988$713,2480.07%
143NOVO-NORDISK A/S - SPONS ADRNONOF12,079$670,2640.06%
144ICON PLC COMICLR3,806$666,0500.06%
145EMCOR GROUP INCEME1,024$665,1290.06%
146SHELL PLC SPONS ADRRYDAF8,866$634,1850.06%
147MICROSOFT CORPORATIONMSFT1,196$619,4680.06%
148VANGUARD FTSE EMERGING MARKET ETF92204285811,342$614,5100.06%
149META PLATFORMS INC.META823$604,3950.06%
150MASTERCARD INCMA1,046$594,9750.05%
151GOLDMAN SACHS GROUP INCGSCE743$591,6880.05%
152AMBEV SA ADRABEV258,328$576,0710.05%
153ISHARES S&P GLOBAL INFRASTRUCTURE INDEX FUND4642883729,160$559,8590.05%
154PALO ALTO NETWORKS INCPANW2,676$544,8870.05%
155ISHARES RUSSELL 1000 VALUE INDEX FUND4642875982,674$544,4000.05%
156JPMORGAN INTERNATIONAL BOND OPPORTUNITIES46641Q85211,005$539,5750.05%
157AMERICAN EXPRESS CO.AXP1,591$528,4670.05%
158ROLLINS INCROL8,929$524,4890.05%
159WAL-MART, INC.WMT5,078$523,3390.05%
160SOUTHERN CO.SOMN5,518$522,9410.05%
161HONEYWELL INTERNATIONAL INC4385161062,469$519,7250.05%
162APPLE INC.AAPL2,040$519,4450.05%
163TJX COMPANIES INC8725401093,582$517,7420.05%
164SPDR S&P 400 MID CAP ETF78464A8479,028$516,3110.05%
165AMAZON.COM INC.AMZN2,105$462,1950.04%
166COSTCO WHOLESALE CORP.22160K105495$458,1870.04%
167INTERCONTINENTAL EXCHANGE GROUP INC45866F1042,718$457,9290.04%
168EATON CORP PLCETN1,218$455,8370.04%
169EXXON MOBIL CORPORATIONXOM4,018$453,0300.04%
170APOLLO GLOBAL MANAGEMENT INC03769M1063,381$450,5860.04%
171BOOKING HOLDINGS INCBKNG82$442,7400.04%
172T-MOBILE US INCTMUSZ1,813$433,9960.04%
173VISA INCV1,256$428,7730.04%
174ISHARES EXPANDED SECTOR ETF4642875493,402$428,4820.04%
175KLA CORPORATIONKLAC397$428,2040.04%
176ULTA BEAUTY INCULTA779$425,9180.04%
177CHARLES SCHWAB CORP NEWSCHW-PJ4,406$420,6410.04%
178MCKESSON CORPORATIONMCK543$419,4890.04%
179MARTIN MARIETTA MATERIALS INC573284106653$411,5730.04%
180MICROCHIP TECHNOLOGY INCMCHPP6,281$403,3660.04%
181MOTOROLA SOLUTIONS INCMSI879$401,9580.04%
182AUTOZONE INCAZO93$398,9920.04%
183MORGAN STANLEYMS-PQ2,509$398,8310.04%
184INTUIT COMINTU584$398,8190.04%
185UNION PACIFIC CORPORATIONUNP1,681$397,3380.04%
186LOWE'S COS. INC.5486611071,559$391,7920.04%
187WALT DISNEY COMPANY2546871063,409$390,3310.04%
188DIMENSIONAL WORLD EX US CORE25434V88012,372$388,2330.04%
189PROCTER & GAMBLE CO.7427181092,523$387,6590.04%
190SCHWAB INTERNATIONAL SMALL EQUITY CAP8085248888,517$387,6090.04%
191AT&T INC.T-PC13,709$387,1420.04%
192AON PLC COMAON1,081$385,4630.04%
193VANGUARD S&P 500 ETF922908363628$384,5750.04%
194WASTE MANAGEMENT INC (NEW)94106L1091,741$384,4650.04%
195DANAHER CORP DEL COM2358511021,931$382,8400.04%
196SALESFORCE INC.CRM1,592$377,3040.03%
197ELI LILLY & COLLY488$372,3440.03%
198PUBLIC STORAGEPSA-PS1,282$370,3060.03%
199AMERICAN TOWER CORP03027X1001,917$368,6770.03%
200UBER TECHNOLOGIES INCUBER3,757$368,0730.03%
201EQUINIX INCEQIX469$367,3400.03%
2023M COMMM2,357$365,7590.03%
203S&P GLOBAL INCSPGI738$359,1920.03%
204STRYKER CORPSYK963$355,9920.03%
205ROPER TECHNOLOGIES INCROP703$350,5790.03%
206VANGUARD VALUE ETF9229087441,862$347,2440.03%
207JOHNSON & JOHNSONJNJ1,863$345,4370.03%
208THERMO FISHER SCIENTIFIC INCTMO712$345,3340.03%
209SCHWAB US MID-CAP ETF80852450811,650$345,3060.03%
210PROLOGIS INCPLDGP3,012$344,9340.03%
211IQVIA HOLDINGS INCIQV1,799$341,7020.03%
212NEXTERA ENERGYNEE-PW4,425$334,0430.03%
213INVESCO QQQ TRUST SERIES 1IVZ552$331,4040.03%
214ADOBE INCADBE919$324,1770.03%
215CHIPOTLE MEXICAN GRILL INCCMG8,209$321,7110.03%
216ACCENTURE PLCACN1,301$320,8270.03%
217ZOETIS INCZTS2,190$320,4410.03%
218SCHWAB U.S. LARGE-CAP ETF80852420112,098$318,6610.03%
219INDUSTRIAL SELECT SECTOR SPDR FUND81369Y7041,999$308,3060.03%
220ABBOTT LABORATORIESABLZF2,296$307,5260.03%
221LINDE PLCLIN642$304,9500.03%
222DIMENSIONAL US EQUITY MARKET ETF25434V4014,184$303,0890.03%
223ROSS STORES INCROST1,970$300,2080.03%
224WELLTOWER INCWELL1,679$299,0970.03%
225THE HERSHEY COMPANYHSY1,573$294,2300.03%
226FIRST TRUST MANAGED MUNICIPAL ETF33739N1085,701$289,0500.03%
227NORTHROP GRUMMAN CORPNOC471$286,9900.03%
228NXP SEMICONDUCTORS NVNXPI1,250$284,6630.03%
229RTX CORPORATIONRTX1,670$279,4410.03%
230ISHARES SP MID CAP 400 GROWTH ETF4642876062,886$276,7390.03%
231COLGATE-PALMOLIVE COMPANYCL3,458$276,4330.03%
232CLOROX COMPANYCLX2,190$270,0270.02%
233ANALOG DEVICES INCADI1,088$267,3220.02%
234ISHARES SP MID CAP 400 VALUE ETF4642877052,054$266,4450.02%
235VANGUARD HIGH DIVIDEND YIELD ETF9219464061,868$263,2950.02%
236ISHARES CORE TOTAL US AGGREGATE BOND ETF4642872262,534$254,0340.02%
237ISHARES S&P SMALL-CAP 600 GROWTH ETF4642878871,774$251,0210.02%
238COLLIERS INTL GR-SUBORD VOT1946931071,599$249,7800.02%
239STARBUCKS CORPSBUX2,930$247,8780.02%
240ISHARES SELECT DIVIDEND ETF4642871681,711$243,1330.02%
241BECTON DICKINSON & COBDX1,291$241,6360.02%
242SCHWAB FUNDAMENTAL INTL L/C8085247555,613$241,1340.02%
243CHEVRON CORPORATIONCVX1,548$240,3890.02%
244KIMBERLY CLARK CORPKMB1,931$240,1010.02%
245ISHARES CORE MSCI EMERGING MARKETS ETF46434G1033,629$239,2240.02%
246PHILIP MORRIS INTERNATIONAL INC7181721091,443$234,0550.02%
247REVVITY INCRVTY2,630$230,5200.02%
248ILLINOIS TOOL WORKS INC.452308109879$229,2080.02%
249SS&C TECHNOLOGIES HOLDINGS, INC.SSNC2,581$229,0900.02%
250REPUBLIC SERVICES INC760759100996$228,5620.02%
251ISHARES ESG AWARE MSCI USA ETF46435G4251,561$227,2820.02%
252SPDR S&P BIOTECH ETF78464A8702,268$227,2540.02%
253FIRST TRUST UTILITIES ALPHADEX ETF33734X1845,000$227,2500.02%
254VANGUARD INFORMATION TECHNOLOGY ETF92204A702299$223,2420.02%
255ATMOS ENERGY CORPORATIONATO1,290$220,2680.02%
256DIMENSIONAL US MARKETWIDE VA25434V7244,759$212,6800.02%
257WP CAREY INC92936U1093,139$212,1020.02%
258DIAMONDBACK ENERGY INCFANG1,460$208,9260.02%
259MARATHON PETROLEUM CORPORATIONMARA1,080$208,1590.02%
260BRISTOL MYERS SQUIBBCELG-RI4,541$204,7990.02%
261DOMINION ENERGY INCD3,280$200,6380.02%
262AFLAC INCAFL1,771$197,8210.02%
263GE AEROSPACE369604301656$197,3380.02%
264DIMENSIONAL EMERGING MARKETS VALUE ETF25434V7406,146$195,9960.02%
265BOEING COMPANYBA-PA907$195,7580.02%
266ISHARES ESG AWARE MSCI EAFE ETF46435G5162,091$194,4210.02%
267SIMON PPTY GROUP (PREV SIMON DEBARTOLO GRP)8288061091,035$194,2380.02%
268SERVICENOW INCNOW210$193,2590.02%
269GLACIER BANCORP INCGBCI3,950$192,2470.02%
270ALTRIA GROUP INC.MO2,897$191,3760.02%
271ISHARES MSCI USA QUALITY FACTOR ETF46432F339960$186,7200.02%
272XCEL ENERGY, INC.XELLL2,266$182,7530.02%
273MASTEC INCMTZ845$179,8240.02%
274CITIGROUP INCC-PR1,755$178,1330.02%
275CULLEN FROST BANKERS INCCFR-PB1,397$177,0980.02%
276AMGEN, INCAMGN619$174,6820.02%
277AVALONBAY COMMUNITIES INCAWX904$174,6260.02%
278CUMMINS INCCMI406$171,4820.02%
279PALANTIR TECHNOLOGIES INC CL APLTR937$170,9280.02%
280GENERAL DYNAMICS CORPGD500$170,5000.02%
281BANK OF AMERICA CORP0605051043,229$166,5840.02%
282BRITISH AMERICAN TOB SP ADR1104481073,138$166,5650.02%
283PUBLIC SERVICE ENTERPRISE GROUP INC.7445731061,993$166,3360.02%
284SLB LimitedSLB4,666$160,3700.01%
285CINTAS CORPORATIONCTAS770$158,0500.01%
286THOMSON REUTERS CORPTMSOF998$155,0190.01%
287CANADIAN PACIFIC KANSAS CITYCP2,054$153,0020.01%
288ISHARES GOLD TRUSTIAU2,098$152,6710.01%
289L3 HARRIS TECHNOLOGIES INCLHX498$152,0940.01%
290ISHARES RUSSELL 2000 GROWTH INDEX FUND464287648475$152,0190.01%
291STRIDE INCLRN1,017$151,4720.01%
292TESLA INCTSLA335$148,9810.01%
293INVITATION HOMES INCINVH5,011$146,9730.01%
294OKLO INC COMOKLO1,260$140,6540.01%
295REALTY INCOME CORPORATIONO2,307$140,2430.01%
296WELLS FARGO & CO NEW9497461011,651$138,3870.01%
297ISHARES RUSSELL 2000 VALUE ETF464287630782$138,2650.01%
298DIMENSIONAL US TARGET VALUE25434V6092,352$136,9100.01%
299GABELLI EQUITY TRUST INCGAB-PK22,318$135,9170.01%
300HEALTHPEAK PROPERTIES, INCDOC7,075$135,4860.01%
301VANGUARD LARGE-CAP ETF922908637440$135,4580.01%
302EQUITY RESIDENTIALEQR2,084$134,8970.01%
303NIKE INC - CLASS BNKE1,934$134,8580.01%
304KKR & CO INCKKRT1,024$133,0690.01%
305CORNING INCORPORATEDGLW1,611$132,1500.01%
306ENBRIDGE INCENNPF2,603$131,3470.01%
307BANK OF NEW YORK MELLON CORP0640581001,191$129,7710.01%
308APPLIED MATERIALS INC038222105624$127,7580.01%
309PHILLIPS 66PSX926$125,9550.01%
310ISHARES ESG 1-5 YEAR USD CORP BOND46435G2434,861$123,0320.01%
311AVANTIS EMERGING MARKETS EQUITY ETF0250726041,625$122,0540.01%
312VANGUARD SHORT-TERM CORPORATE BOND ETF92206C4091,516$121,1740.01%
313AVANTIS INTERNATIONAL EQUITY ETF0250727031,525$120,3230.01%
314VENTAS INCVTR1,689$118,2130.01%
315COINBASE GLOBAL INC-CLASS ACOIN350$118,1220.01%
316ISHARES RUSSELL MID-CAP ETF4642874991,208$116,6320.01%
317BLACKSTONE INCBX678$115,8360.01%
318TRACTOR SUPPLY COMPANYTSCO2,000$113,7400.01%
319SPDR PORT LONG-TERM TREASURY ETF78464A6644,138$111,5190.01%
320ISHARES SP 500 GROWTH ETF464287309920$111,0620.01%
321BP PLC SPONS ADRBPPFF3,211$110,6510.01%
322DIGITAL REALTY TRUST INC253868103640$110,6430.01%
323ENERGY TRANSFER EQUITY LPET-PI6,425$110,2530.01%
324AMERICAN CENTURY US QUALITY GRWTH ETF025072307960$109,8240.01%
325NORFOLK SOUTHERN CORP.655844108365$109,6500.01%
326TRANE TECHNOLOGIES PUBLIC LIMITED COTT254$107,1780.01%
327VOYA FINANCIAL INCVOYA-PB1,428$106,8140.01%
328EMERSON ELECTRIC COMPANYEMR814$106,7810.01%
329QUALCOMM INCQCOM636$105,8050.01%
330ISHARES RUSSELL 2000 ETF464287655437$105,7370.01%
331THE TRAVELERS COMPANIES, INCTRV377$105,2660.01%
332CATERPILLAR INC.CAT220$104,9730.01%
333HOST HOTELS AND RESORTS INCHST6,119$104,1450.01%
334AMERIPRISE FINANCIAL INC.03076C106211$103,6540.01%
335HEWLETT PACKARD ENTERPRISE COMPANYHPE-PC4,216$103,5450.01%
336WILLIAMS COS INC9694571001,627$103,0700.01%
337DELL TECHNOLOGIES INCDELL723$102,5000.01%
338GE VERNOVA INCGEV166$102,0730.01%
339ISHARES ESG AWARE US AGGREGATE BOND ETF46435U5492,124$102,0160.01%
340CONOCOPHILLIPSCOP1,077$101,8730.01%
341CVS HEALTH CORPORATIONCVS1,348$101,6260.01%
342SPDR S&P MIDCAP 400 ETF TRUSTMDY169$100,7290.01%
343HOME DEPOT INCHD248$100,4870.01%
344ISHARES 0-5 YEAR TIPS BOND ETF46429B747962$99,4320.01%
345ENTERGY CORPORATION NEWENO1,060$98,7810.01%
346FIRST CITIZENS BANCSHARES INC.31946M10355$98,4040.01%
347DIMENSIONAL EMERGING CORE EQUITY MARKET ETF25434V3023,040$95,8510.01%
348APPLOVIN CORPAPP132$94,8470.01%
349ISHARES ESG AWARE MSCI EM ETF46434G8632,126$92,3110.01%
350ISHARES MSCI INTL MOMENTUM FACTOR ETF46434V4491,923$92,0730.01%
351ABBVIE INCABBV394$91,2270.01%
352PNC FINANCIAL SERVICES GROUP, INC.693475105452$90,8200.01%
353HASBRO, INC.HAS1,194$90,5650.01%
354SBA COMMUNICATIONS CORPORATIONSBAC463$89,5210.01%
355DARDEN RESTAURANTS, INC.DRI468$89,0880.01%
356ISHARES MSCI INTL QUALITY FACTOR ETF46434V4561,995$88,1590.01%
357MEDTRONIC PLCMDT918$87,4300.01%
358TEXAS INSTRUMENTS882508104475$87,2720.01%
359WEC ENERGY GROUP INCWEC757$86,7450.01%
360GABELLI UTILITY TRUST36240A10114,277$86,6610.01%
361CME GROUP INCCME318$85,9200.01%
362CISCO SYSTEMS INCCSCO1,255$85,8670.01%
363IBMINTR300$84,6480.01%
364COCA COLA CO.KO1,263$83,7620.01%
365VANGUARD TOTAL STOCK MARKET ETF922908769252$82,6990.01%
366US BANCORP DEL COM NEWUSB-PS1,688$81,5810.01%
367ROBINHOOD MARKETS INC770700102567$81,1830.01%
368MARRIOTT INTERNATIONAL INC571903202311$80,9970.01%
369CAPITAL ONE FINANCIAL CORP.14040H105381$80,9930.01%
370ALEXANDRIA REAL ESTATE EQUITIES INC015271109967$80,5900.01%
371PAYCHEX INC COMPAYX632$80,1120.01%
372WASTE CONNECTIONS INCWCN450$79,1100.01%
373VERIZON COMMUNICATIONSVZ1,799$79,0660.01%
374FIRST TRUST NASDAQ CLEAN ENE-ETF33733E5001,874$78,6330.01%
375QUANTA SERVICES, INC.74762E102187$77,4970.01%
376ISHARES NATIONAL MUNI BOND ETF464288414726$77,3120.01%
377FEDERATED HERMES TOTAL RETURN BOND ETFFHI3,040$77,1860.01%
378AMERICAN ELECTRIC POWER COMPANY025537101664$74,7000.01%
379SUN LIFE FINANCIAL INCSUNFF1,243$74,6170.01%
380CIGNA GROUP125523100256$73,7920.01%
381AIR PRODUCTS & CHEMICAL INCAIIR270$73,6340.01%
382SPDR S&P 500 ETF TRUSTSPY110$73,2800.01%
383PPG INDUSTRIES INC693506107696$73,1570.01%
384ECOLAB INCECL262$71,7510.01%
385SPDR BBG BARC 1-3 MONTH TBIL78468R663771$70,7390.01%
386VANGUARD MID-CAP ETF922908629240$70,4980.01%
387BAXTER INTERNATIONAL INC.0718131093,071$69,9270.01%
388ASTRAZENECA PLC-SPONS ADRAZN910$69,8150.01%
389CITIZENS FINANCIAL GROUP INCCIA1,309$69,5860.01%
390SYSCO CORPORATIONSYY845$69,5770.01%
391VANGUARD FTSE EMERGING MARKET ETF9220428581,283$69,5130.01%
392CARDINAL HEALTH INCCAH439$68,9050.01%
393VICI PROPERTIES INC9256521092,101$68,5140.01%
394UNILEVER PLC-SPONS ADRUNLYF1,150$68,1720.01%
395ISHARES SHORT-TERM NATIONAL464288158637$68,0190.01%
396LOCKHEED MARTIN CORPORATIONLMT135$67,3930.01%
397VANGUARD GROWTH ETF922908736139$66,6660.01%
398VALERO ENERGY NEWVLO390$66,4010.01%
399DIMENSIONAL INTERNATIONAL VALUE ETF PORT25434V8071,437$66,2740.01%
400MICRON TECHNOLOGY INCMU396$66,2590.01%
401SANOFI-AVENTIS - ADRSNYNF1,397$65,9380.01%
402GENUINE PARTS CO.GPC474$65,6960.01%
403INVESCO WILDERHILL CLEAN ENE ETFIVZ2,245$64,8360.01%
404KINDER MORGAN INCEP-PC2,285$64,6880.01%
405X-TRACKERS MSCI EAFE HEDGED EQUITY ETF2330512001,346$62,4810.01%
406COMCAST CORP. CLASS ACCZ1,973$61,9920.01%
407WESTERN DIGITAL CORPORATIONWDC516$61,9510.01%
408DUKE ENERGY CORPDUKB500$61,8750.01%
409ELECTRONIC ARTS INCEA303$61,1150.01%
410MCDONALDS CORP.MCD201$61,0820.01%
411NUVEEN ESG MID CAP GROWTH ETFNU1,248$60,7530.01%
412INVESCO S&P 500 EQUAL WEIGHT PORTFOLIOIVZ316$59,9450.01%
413PEPSICO INC.PEP420$58,9850.01%
414TE CONNECTIVITYTEL268$58,8340.01%
415UNITEDHEALTH GROUP INC.UNH169$58,3560.01%
416ENERGY TRANSFER EQUITY LPET-PI3,400$58,3440.01%
417DOLLAR GENERAL CORP256677105561$57,9790.01%
418INVESCO WATER RESOURCES ETFIVZ800$57,6880.01%
419HP INCHPQ2,089$56,8830.01%
420CARRIER GLOBAL CORPORATIONCARR948$56,5960.01%
421NETFLIX INCNFLX47$56,3490.01%
422FORTUNE BRANDS INNOVATIONS INCFBIN1,000$53,3900.00%
423IDACORP INCIDA400$52,8600.00%
424MERCK & CO INCMRK627$52,6240.00%
425CRANE COCR285$52,4800.00%
426MARSH & MCLENNAN COMPANIES INC571748102259$52,1960.00%
427MOODY'S CORPORATIONMCO109$51,9360.00%
428PFIZER INCPFE2,035$51,8520.00%
429BOSTON SCIENTIFIC CORPORATIONBSX527$51,4510.00%
430GENERAL MOTORS CO37045V100827$50,4220.00%
431FLEX LTD.FLEX850$49,2750.00%
432GENERAL MILLS INC370334104974$49,1090.00%
433AMPLIFY CYBERSECURITY ETF032108664563$48,8680.00%
434DIAGEO PLC-SPONSORED ADRDGEAF512$48,8600.00%
435PRINCIPAL FINANCIAL GROUPPFG581$48,1710.00%
436CROWN CASTLE INTL CORPCCI498$48,0520.00%
437DUPONT DE NEMOURS INCDD612$47,6750.00%
438JOHNSON CONTROLS INTERNATIONAL PLCG51502105425$46,7290.00%
439FORTIVE CORPFTV944$46,2470.00%
440FIDELITY NATIONAL INFORMATION SERVICES INC31620M106682$44,9710.00%
441PARKER HANNIFIN CORP.PH59$44,7310.00%
442LEIDOS HOLDINGS INCLDOS227$42,8940.00%
443SEMPRA COMSREA467$42,0210.00%
444CARLYLE GROUP INC/THECGABL642$40,2530.00%
445WILLIS TOWERS WATSON PLCWTW116$40,0720.00%
446AMERICAN WATER WORKS CO030420103287$39,9480.00%
447ROCKWELL AUTOMATION INCROK112$39,1470.00%
448PTC INCPTC187$37,9650.00%
449MONDELEZ INTERNATIONAL INC-A609207105607$37,9190.00%
450VANGUARD INTERMEDIATE-TERM BOND ETF921937819482$37,6390.00%
451VANGUARD BOND INDEX SHORT-TERM BOND ETF921937827473$37,3240.00%
452VANGUARD S/T INFLATION-PROTECTED SEC INDEX FD922020805720$36,4540.00%
453FNF GROUPFNF600$36,2940.00%
454BURKE & HERBERT FINANCIAL SE12135Y108585$36,0890.00%
455COCA-COLA EUROPACIFIC PARTNERS PLCCCEP399$36,0740.00%
456HEALTHCARE REALTY TRUST INC42226K1052,000$36,0600.00%
457SCHWAB US SMALL-CAP ETF8085246071,277$35,6280.00%
458SPDR GOLD TRUSTGLD100$35,5470.00%
459UNITED PARCEL SERVICEUPS425$35,5000.00%
460COLUMBIA SELIG PREM TECH GW19842X1091,000$35,3200.00%
461PPL CORP COMPPLC947$35,1910.00%
462VANGUARD EXTENDED MARKET ETF922908652166$34,7500.00%
463GALLAGHER ARTHUR J & CO363576109112$34,6910.00%
464OTIS WORLWIDE CORPORATIONOTIS378$34,5610.00%
465EXELON CORPORATIONEXC765$34,4330.00%
466MFC GLOBAL X US INFRASTRUCTURE DEVL ETF37954Y673716$34,1030.00%
467Concentra Group Holdings ParenCON1,613$33,7600.00%
468APA CORPORATIONAPA1,385$33,6280.00%
469SAP SE SPON ADRSAPGF125$33,4010.00%
470AMERICAN INTERNATIONAL GROUP INC026874784420$32,9870.00%
471COHERENT CORPCOHR300$32,3160.00%
472ELEVANCE HEALTH, INCELV100$32,3120.00%
473LABCORP HOLDINGS INCLH110$31,5770.00%
474DOVER CORPORATIONDOV186$31,0300.00%
475ILLUMINA INCILMN325$30,8650.00%
476ONEOK INC NEWOKE420$30,6470.00%
477LAMB WESTON HOLDINGS INCLW519$30,1440.00%
478VANGUARD SMALL-CAP ETF922908751116$29,4960.00%
479INTEL CORPORATIONINTC868$29,1210.00%
480SPDR S&P BIOTECH ETF78464A870287$28,7570.00%
481DTE ENERGY COMPANYDTK200$28,2860.00%
482EBAY INC.EBAY300$27,2850.00%
483TRUIST FINANCIAL CORP COM89832Q109591$27,0210.00%
484WABTEC CORPORATION929740108134$26,8630.00%
485ALLSTATE CORP.ALL-PJ124$26,6170.00%
486CF INDUSTRIES HOLDINGS INC125269100290$26,0130.00%
487ISHARES TRUST RUSSELL 3000 ETF46428768968$25,7680.00%
488LAM RESEARCH CORPLRCX192$25,7090.00%
489SELECT MEDICAL HOLDINGS CORP81619Q1052,000$25,6800.00%
490AMERICAN EXPRESS CO.AXP77$25,5760.00%
491GLOBAL X SP 500 CATHOLIC VALUES ETF37954Y889315$25,5330.00%
492VANGUARD S&P SMALL-CAP 600 ETF921932828230$25,4080.00%
493M&T BANK CORP.55261F104128$25,2950.00%
494ENTERPRISE PRODUCTS PARTNERS LP293792107808$25,2660.00%
495AMERICA MOVIL SAB DE CVAMXOF1,200$25,2000.00%
496ISHARES MSCI ACWI EX US ETF464288240381$24,7690.00%
497COGNIZANT TECHNOLOGY SOLUTIONS CORPORATIONCTSH365$24,4810.00%
498ISHARES IBONDS DEC 2025 TERM CORPORATE ETF46434VBD1970$24,4340.00%
499PACCAR INCPCAR245$24,0880.00%
500ISHARES IBONDS DEC 2027 TERM CORPORATE ETF46435UAA9989$24,0720.00%