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

HEADINVEST, LLC

Quarter ended Q4 2023 · Filed December 11, 2023 · Accession 0001372130-23-000004

Total Value
$460.4M
Positions
751
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES CORE S&P SMALL CAP ETF464287804268,274$24.9M5.43%
2MICROSOFT CORP COMMSFT55,979$18.0M3.93%
3PROCTER AND GAMBLE CO COM742718109112,200$16.3M3.55%
4NOVO-NORDISK A S ADRNONOF139,018$12.8M2.78%
5VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406116,374$11.9M2.59%
6ACCENTURE PLC IRELAND SHS CLASS AACN34,051$10.5M2.29%
7VANGUARD SHORT-TERM BOND ETF921937827138,597$10.4M2.26%
8VANGUARD TOTAL STOCK MARKET ETF92290876946,627$9.9M2.16%
9INTUIT COMINTU18,309$9.5M2.07%
10VANGUARD LARGE-CAP ETF92290863747,992$9.4M2.05%
11APPLE INC COMAAPL53,155$9.2M2.01%
12DANAHER CORPORATION COM23585110242,617$9.1M1.99%
13PEPSICO INC COMPEP48,284$8.2M1.78%
14FISERV INC COMFISV71,242$8.0M1.75%
15WATERS CORP COM94184810325,384$6.9M1.50%
16WALMART INC COMWMT42,198$6.8M1.47%
17VANGUARD SHORT-TERM CORPORATE BOND ETF92206C40989,634$6.7M1.46%
18LINDE PLC SHSLIN17,976$6.7M1.45%
19VANGUARD MID-CAP ETF92290862932,235$6.6M1.45%
20EXXON MOBIL CORP COMXOM56,744$6.6M1.43%
21EMERSON ELEC CO COMEMR67,699$6.5M1.41%
22TEXAS INSTRS INC COM88250810440,109$6.4M1.40%
23UNITED PARCEL SERVICE INC CL BUPS41,005$6.4M1.39%
24ALPHABET INC CAP STK CL AGOOG45,451$6.1M1.33%
25AMERICAN EXPRESS CO COMAXP38,227$5.7M1.25%
26ORACLE CORP COMORCL-PD52,624$5.6M1.22%
27CISCO SYS INC COMCSCO98,459$5.4M1.17%
28VANGUARD FTSE DEVELOPED MARKETS ETF921943858121,909$5.2M1.14%
29VANGUARD DIVIDEND APPRECIATION ETF92190884432,189$5.0M1.09%
30HONEYWELL INTL INC COM43851610627,013$4.9M1.07%
31CHEVRON CORP NEW COMCVX27,829$4.6M1.01%
32JPMORGAN CHASE & CO COMVYLD30,139$4.3M0.94%
33VANGUARD FTSE EMERGING MARKETS ETF922042858110,157$4.3M0.94%
34MEDTRONIC PLC SHSMDT55,335$4.3M0.94%
35UNILEVER PLC SPON ADR NEWUNLYF85,108$4.1M0.90%
36VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C87054,592$4.1M0.89%
37IDEXX LABS INC COM45168D1049,466$4.1M0.89%
38VANGUARD SMALL-CAP ETF92290875121,858$4.1M0.89%
39ECOLAB INC COMECL19,877$3.3M0.72%
40ISHARES MSCI KLD 400 SOCIAL ETF46428857039,463$3.2M0.70%
41ISHARES CORE S&P MID-CAP ETF46428750712,665$3.1M0.68%
42CVS HEALTH CORP COMCVS43,794$3.1M0.67%
43AMAZON COM INC COMAMZN21,071$2.7M0.59%
44MERCK & CO INC COMMRK26,058$2.7M0.58%
45FORTIVE CORP COMFTV36,171$2.7M0.58%
46ISHARES 1-3 YEAR TREASURY BOND ETF46428745730,909$2.5M0.54%
47NVIDIA CORPORATION COMNVDA5,327$2.4M0.52%
48VANGUARD SHORT-TERM TREASURY ETF92206C10240,992$2.4M0.51%
49SCHWAB US DIVIDEND EQUITY ETF80852479732,708$2.3M0.50%
50MASTERCARD INCORPORATED CL AMA4,911$1.9M0.42%
51KINDER MORGAN INC DEL COMEP-PC119,711$1.9M0.42%
52ADOBE INC COMADBE3,577$1.9M0.41%
53TJX COS INC NEW COM87254010920,988$1.9M0.41%
54PALO ALTO NETWORKS INC COMPANW7,839$1.9M0.40%
55EATON CORP PLC SHSETN8,803$1.9M0.40%
56NOVARTIS AG SPONSORED ADRNVSEF18,103$1.8M0.40%
57CARRIER GLOBAL CORPORATION COMCARR33,161$1.8M0.39%
58JOHNSON & JOHNSON COMJNJ11,648$1.8M0.39%
59VANGUARD S&P 500 ETF9229083634,576$1.8M0.39%
60BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A5,146$1.8M0.39%
61SCHLUMBERGER LTD COM STKSLB30,692$1.8M0.39%
62SPDR S&P 500 ETF TRUSTSPY4,032$1.7M0.38%
63ABBVIE INC COMABBV11,577$1.7M0.37%
64ISHARES CORE S&P 500 ETF4642872003,812$1.6M0.36%
65SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R66317,633$1.6M0.35%
66JPMORGAN ULTRA-SHORT INCOME ETF46641Q83728,774$1.4M0.31%
67ISHARES MSCI EAFE ETF46428746521,032$1.4M0.31%
68AUTOMATIC DATA PROCESSING INC COMADP5,785$1.4M0.30%
69ALPHABET INC CAP STK CL CGOOG10,224$1.4M0.30%
70ULTA BEAUTY INC COMULTA3,424$1.4M0.30%
71MCDONALDS CORP COMMCD5,320$1.4M0.30%
72INTERCONTINENTAL EXCHANGE INC COM45866F10412,436$1.4M0.30%
73COSTCO WHSL CORP NEW COM22160K1052,277$1.3M0.28%
74NEXTERA ENERGY INC COMNEE-PW23,381$1.2M0.27%
75ISHARES CORE MSCI EMERGING MARKETS ETF46434G10325,707$1.2M0.27%
76ABBOTT LABS COMABLZF12,710$1.2M0.27%
77VERALTO CORP COM SHSVLTO14,112$1.2M0.26%
78TOTALENERGIES SE SPONSORED ADSTTE17,290$1.1M0.24%
79HOME DEPOT INC COMHD3,686$1.1M0.24%
80PFIZER INC COMPFE31,839$1.1M0.24%
81BRISTOL-MYERS SQUIBB CO COMCELG-RI18,063$1.0M0.23%
82MONDELEZ INTL INC CL A60920710515,066$1.0M0.22%
83SPDR GOLD SHARESGLD5,994$1.0M0.22%
84VANGUARD INTERMEDIATE-TERM BOND ETF92193781913,250$948,5680.21%
85ISHARES CORE 1-5 YEAR USD BOND ETF46432F85920,307$937,1680.20%
86ROPER TECHNOLOGIES INC COMROP1,918$928,0820.20%
87ISHARES 0-3 MONTH TREASURY BOND ETF46436E7189,128$915,2650.20%
88VISA INC COM CL AV3,950$913,5170.20%
89VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF92202080519,403$909,0310.20%
90INVESCO BULLETSHARES 2032 CORPORATE BOND ETFIVZ47,450$902,0250.20%
91QUALCOMM INC COMQCOM7,585$842,7480.18%
92KENVUE INC COMKVUE40,900$831,0880.18%
93INTERNATIONAL BUSINESS MACHS COMINTR5,819$819,3150.18%
94TRUIST FINL CORP COM89832Q10928,778$795,1360.17%
95PACCAR INC COMPCAR9,204$780,1310.17%
96KLA CORP COM NEWKLAC1,662$765,7850.17%
97STRYKER CORPORATION COMSYK2,775$759,9060.17%
98COCA COLA CO COMKO13,591$754,0240.16%
993M CO COMMMM8,251$744,4050.16%
100HOLOGIC INC COMHOLX10,274$707,5700.15%
101FINANCIAL SELECT SECTOR SPDR FUND81369Y60520,987$690,2620.15%
102NIKE INC CL BNKE7,290$689,3460.15%
103ISHARES BIOTECHNOLOGY ETF4642875565,665$683,4260.15%
104XYLEM INC COMXYL7,315$671,6630.15%
105VANGUARD VALUE ETF9229087444,887$667,5640.15%
106VANGUARD GROWTH ETF9229087362,311$634,2540.14%
107REPUBLIC SVCS INC COM7607591004,487$633,3850.14%
108SCHWAB U.S. LARGE-CAP GROWTH ETF8085243008,576$629,1350.14%
109ISHARES CORE MSCI EAFE ETF46432F8429,499$602,2370.13%
110DENTSPLY SIRONA INC COMXRAY17,787$600,8450.13%
111ISHARES IBONDS DEC 2032 TERM CORPORATE ETF46436E31225,610$593,3770.13%
112ISHARES RUSSELL 1000 ETF4642876222,489$584,6910.13%
113CHUBB LIMITED COMCB2,792$576,2690.13%
114STARBUCKS CORP COMSBUX6,278$572,1150.12%
115CROWN CASTLE INC COMCCI6,240$567,4030.12%
116AMPHENOL CORP NEW CL A0320951016,800$562,0200.12%
117MOSAIC CO NEW COMMOS16,000$560,3200.12%
118DUKE ENERGY CORP NEW COM NEWDUKB6,388$545,7910.12%
119ISHARES CORE DIVIDEND GROWTH ETF46434V62110,961$538,6240.12%
120VANGUARD INFORMATION TECHNOLOGY ETF92204A7021,270$531,7150.12%
121BERKSHIRE HATHAWAY INC DEL CL ABRK-A1$527,9600.12%
122SMUCKER J M CO COM NEW8326964054,300$522,2780.11%
123ISHARES IBONDS DEC 2032 TERM TREASURY ETF46436E29623,720$515,5450.11%
124INTEL CORP COMINTC14,484$513,6150.11%
125SALESFORCE INC COMCRM2,507$510,7010.11%
126GENUINE PARTS CO COMGPC3,517$510,5980.11%
127ISHARES CURRENCY HEDGED MSCI EAFE ETF46434V80316,980$507,3620.11%
128ISHARES MSCI USA MIN VOL FACTOR ETF46429B6976,914$497,1860.11%
129BANK AMERICA CORP COM06050510418,579$496,0590.11%
130ISHARES TIPS BOND ETF4642871764,784$492,3690.11%
131VANGUARD FTSE EUROPE ETF9220428748,550$486,8370.11%
132ANALOG DEVICES INC COMADI2,774$486,6430.11%
133BECTON DICKINSON & CO COMBDX1,846$475,8250.10%
134ZOETIS INC CL AZTS2,750$475,0080.10%
135GENERAL MLS INC COM3703341047,574$473,9810.10%
136RIO TINTO PLC SPONSORED ADRRTNTF7,500$470,2500.10%
137DOMINION ENERGY INC COMD11,104$469,8100.10%
138JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q6549,170$461,1590.10%
139OTIS WORLDWIDE CORP COMOTIS5,720$454,7400.10%
140BOEING CO COMBA-PA2,420$454,5490.10%
141GENERAL ELECTRIC CO COM NEW3696043014,127$448,9760.10%
142T-MOBILE US INC COMTMUSZ3,213$447,4420.10%
143CONOCOPHILLIPS COMCOP3,819$447,2050.10%
144PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF74347B6806,712$439,5690.10%
145SHELL PLC SPON ADSRYDAF6,852$434,1430.09%
146DOW INC COMDOW8,425$432,2030.09%
147META PLATFORMS INC CL AMETA1,386$425,2530.09%
148RTX CORPORATION COMRTX5,948$424,3300.09%
149NEWMONT CORP COMNEMCL11,837$420,6870.09%
150ISHARES MSCI EAFE SMALL-CAP ETF4642882737,440$411,8780.09%
151LOWES COS INC COM5486611071,990$409,4230.09%
152ADVANCED MICRO DEVICES INC COMAMD3,939$406,7810.09%
153ISHARES PREFERRED & INCOME SECURITIES ETF46428868713,732$406,6810.09%
154COLGATE PALMOLIVE CO COMCL5,742$406,3040.09%
155TRANE TECHNOLOGIES PLC SHSTT2,044$404,9160.09%
156ILLINOIS TOOL WKS INC COM4523081091,743$401,0290.09%
157KIMBERLY-CLARK CORP COMKMB3,329$396,1840.09%
158DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF25434V88017,648$391,9620.09%
159ELI LILLY & CO COMLLY717$385,9540.08%
160AMERICAN TOWER CORP NEW COM03027X1002,360$381,6360.08%
161METTLER TOLEDO INTERNATIONAL COMMTD345$375,1290.08%
162VERTEX PHARMACEUTICALS INC COMVRTX1,073$373,2220.08%
163S&P GLOBAL INC COMSPGI1,002$367,4530.08%
164MARVELL TECHNOLOGY INC COMMRVL6,347$346,4830.08%
165OREILLY AUTOMOTIVE INC COM67103H107380$341,4760.07%
166AIR PRODS & CHEMS INC COMAIIR1,216$339,3610.07%
167ISHARES RUSSELL 1000 GROWTH ETF4642876141,257$337,2030.07%
168FREEPORT-MCMORAN INC CL BFCX9,100$333,4240.07%
169HERSHEY CO COMHSY1,675$333,3420.07%
170THERMO FISHER SCIENTIFIC INC COMTMO671$332,6890.07%
171GOLDMAN SACHS GROUP INC COMGSCE1,036$329,9660.07%
172SCHWAB EMERGING MARKETS EQUITY ETF80852470613,699$326,8580.07%
173VANGUARD TOTAL BOND MARKET ETF9219378354,657$321,8450.07%
174VANGUARD REAL ESTATE ETF9229085534,115$305,6210.07%
175WISDOMTREE EUROPE QUALITY DIVIDEND GROWTH FUNDWT10,828$305,4500.07%
176DIAGEO PLC SPON ADR NEWDGEAF1,997$293,9780.06%
177PAYPAL HLDGS INC COMPYPL4,973$291,2190.06%
178BCE INC COM NEWBCPPF7,879$288,6080.06%
179BROADCOM INC COMAVGO344$287,2230.06%
180ISHARES CORE S&P U.S. GROWTH ETF4642876712,950$280,7220.06%
181UNION PAC CORP COMUNP1,385$280,6560.06%
182OCCIDENTAL PETE CORP COM6745991054,439$276,5500.06%
183OMNICOM GROUP INC COMOMC3,769$276,4940.06%
184SCHWAB U.S. MID-CAP ETF8085245084,070$272,0610.06%
185DUPONT DE NEMOURS INC COMDD3,703$271,5040.06%
186ROCKWELL AUTOMATION INC COMROK955$271,1720.06%
187XCEL ENERGY INC COMXELLL4,767$262,3280.06%
188PUBLIC STORAGE COMPSA-PS1,002$261,2610.06%
189CATERPILLAR INC COMCAT939$255,1450.06%
190YUM BRANDS INC COMYUM1,980$247,6190.05%
191COMCAST CORP NEW CL ACCZ5,557$247,2310.05%
192SYSCO CORP COMSYY3,783$246,5760.05%
193CHECK POINT SOFTWARE TECH LTD ORDM224651041,843$246,0040.05%
194MOTLEY FOOL 100 INDEX ETF74933W6016,166$244,6170.05%
195SKYWORKS SOLUTIONS INC COMSWKS2,489$244,5440.05%
196UNITEDHEALTH GROUP INC COMUNH464$238,7600.05%
197ISHARES IBONDS 2024 TERM HIGH YIELD & INCOME ETF46435U18410,325$238,5080.05%
198CONSTELLATION BRANDS INC CL ASTZ943$234,4680.05%
199SCHWAB US TIPS ETF8085248704,640$232,2780.05%
200ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF46434V1004,859$232,2120.05%
201ISHARES IBONDS 2025 TERM HIGH YIELD & INCOME ETF46435U16810,100$230,0780.05%
202WASTE MGMT INC DEL COM94106L1091,509$228,1760.05%
203MARATHON PETE CORP COMMARA1,520$228,0300.05%
204TARGET CORP COMTGT2,133$227,5700.05%
205WISDOMTREE U.S. HIGH DIVIDEND FUNDWT2,950$226,2360.05%
206ISHARES SELECT DIVIDEND ETF4642871682,120$223,0030.05%
207US BANCORP DEL COM NEWUSB-PS6,909$222,0550.05%
208GENERAL DYNAMICS CORP COMGD994$221,5920.05%
209TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391002,449$214,6550.05%
210DISNEY WALT CO COM2546871062,621$214,0570.05%
211WEX INC COMWEX1,140$212,9060.05%
212ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF46435G2438,938$211,3390.05%
213AT&T INC COMT-PC14,256$209,1360.05%
214INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETFIVZ7,400$208,4580.05%
215HENRY SCHEIN INC COMHSIC2,840$208,1720.05%
216THE CIGNA GROUP COM125523100707$203,2910.04%
217VERIZON COMMUNICATIONS INC COMVZ6,202$196,9760.04%
218CAMDEN NATL CORP COM1330341087,019$195,6200.04%
219THE TRADE DESK INC COM CL A88339J1052,480$194,2090.04%
220INTERNATIONAL FLAVORS&FRAGRANC COM4595061012,930$193,2920.04%
221ISHARES CORE S&P US VALUE ETF4642876632,605$193,1090.04%
222HEALTH CARE SELECT SECTOR SPDR FUND81369Y2091,502$193,0970.04%
223FEDEX CORP COMFDX724$191,9400.04%
224NORTHWEST NAT HLDG CO COM66765N1055,168$190,8540.04%
225CORNING INC COMGLW6,200$187,3020.04%
226SPDR S&P DIVIDEND ETF78464A7631,650$187,2090.04%
227UNUM GROUP COMUNMA3,770$185,0690.04%
228PROLOGIS INC. COMPLDGP1,673$183,1940.04%
229VANGUARD FTSE ALL-WORLD EX-US INDEX FUND9220427753,515$180,1440.04%
230ESSENTIAL UTILS INC COM29670G1025,362$176,5710.04%
231INDUSTRIAL SELECT SECTOR SPDR FUND81369Y7041,717$172,3700.04%
232ISHARES INTERNATIONAL SELECT DIVIDEND ETF4642884486,889$171,7770.04%
233AVALONBAY CMNTYS INC COMAWX1,008$169,4350.04%
234VANGUARD ESG INTERNATIONAL STOCK ETF9219107253,389$169,0090.04%
235AMERICAN ELEC PWR CO INC COM0255371012,288$164,3700.04%
236AFLAC INC COMAFL2,146$164,1050.04%
237ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4642871501,735$163,1420.04%
238EDWARDS LIFESCIENCES CORP COMEW2,300$159,1140.03%
239CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y407977$157,4040.03%
240SHERWIN WILLIAMS CO COMSHW618$156,1380.03%
241L3HARRIS TECHNOLOGIES INC COMLHX899$154,2320.03%
242ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF4642872421,512$152,2430.03%
243CSX CORP COMCSX4,896$149,5240.03%
244VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF9219468852,547$148,4650.03%
245ISHARES GLOBAL CLEAN ENERGY ETF46428822410,426$146,5920.03%
246MORGAN STANLEY COM NEWMS-PQ1,802$144,8990.03%
247SPDR PORTFOLIO SHORT TERM TREASURY ETF78468R1015,050$144,4810.03%
248ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF46436E5286,450$144,1580.03%
249ALLSTATE CORP COMALL-PJ1,277$141,6320.03%
250ISHARES S&P 500 VALUE ETF464287408926$141,5950.03%
251SPLUNK INC COM848637104943$137,8670.03%
252MURPHY USA INC COMMUSA396$137,6610.03%
253AMGEN INC COMAMGN509$135,5520.03%
254CROWDSTRIKE HLDGS INC CL ACRWD775$131,3940.03%
255TORONTO DOMINION BK ONT COM NEWTORO2,188$128,6980.03%
256DEERE & CO COMDE344$128,6010.03%
257ENERGY SELECT SECTOR SPDR FUND81369Y5061,448$128,2780.03%
258SCHWAB U.S. SMALL-CAP ETF8085246073,128$127,7110.03%
259VANGUARD ENERGY ETF92204A3061,000$124,1500.03%
260VANGUARD FTSE PACIFIC ETF9220428661,870$123,7190.03%
261WELLS FARGO CO NEW COM9497461012,985$118,2360.03%
262VANGUARD INTERMEDIATE-TERM TREASURY ETF92206C7062,045$115,9720.03%
263INVESCO QQQ TRUST SERIES IIVZ319$115,2420.03%
264BLACKROCK INC COMBLK179$115,1040.03%
265YUM CHINA HLDGS INC COMYUMC2,030$112,3400.02%
266TC ENERGY CORP COMTRPRF3,297$110,1200.02%
267NORFOLK SOUTHN CORP COM655844108575$110,1130.02%
268AIRBNB INC COM CL AABNB803$109,6580.02%
269NOV INC COMNOV5,300$108,3850.02%
270SOUTHERN CO COMSOMN1,719$107,7980.02%
271INVESCO WATER RESOURCES ETFIVZ2,050$107,7070.02%
272ASML HOLDING N V N Y REGISTRY SHSASMLF185$107,7030.02%
273VANGUARD TAX-EXEMPT BOND ETF9229077462,250$107,3480.02%
274VANGUARD TOTAL INTERNATIONAL BOND ETF92203J4072,246$106,8420.02%
275NETFLIX INC COMNFLX280$106,4920.02%
276PHILIP MORRIS INTL INC COM7181721091,160$106,0360.02%
277PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF74347B6981,894$105,4670.02%
278GSK PLC SPONSORED ADRGLAXF2,856$103,0730.02%
279ISHARES RUSSELL MIDCAP ETF4642874991,500$102,6150.02%
280ISHARES IBONDS 2029 TERM HIGH YIELD AND INCOME ETF46436E3794,703$101,3970.02%
281ISHARES 3-7 YEAR TREASURY BOND ETF464288661899$101,0930.02%
282NORTHROP GRUMMAN CORP COMNOC225$99,5000.02%
283INVESCO S&P 500 QUALITY ETFIVZ1,935$96,9240.02%
284ISHARES MSCI EMERGING MARKETS ETF4642872342,566$96,8920.02%
285ENBRIDGE INC COMENNPF3,022$96,6740.02%
286VANGUARD MID-CAP VALUE ETF922908512750$96,6300.02%
287BAR HBR BANKSHARES COM0668491004,109$96,4380.02%
288ISHARES S&P 500 GROWTH ETF4642873091,392$95,6720.02%
289INGERSOLL RAND INC COMIR1,498$95,2730.02%
290SERVICENOW INC COMNOW170$94,3890.02%
291MERCADOLIBRE INC COMMELI72$90,6780.02%
292GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC1,317$89,3450.02%
293SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF78468R7962,565$89,0060.02%
294UNITED RENTALS INC COMURI200$87,4740.02%
295ARCHER DANIELS MIDLAND CO COMADM1,171$86,8880.02%
296CAMPBELL SOUP CO COMCPB2,188$86,4260.02%
297WEC ENERGY GROUP INC COMWEC1,119$86,1970.02%
298SHOPIFY INC CL ASHOP1,580$85,3200.02%
299SPDR S&P BIOTECH ETF78464A8701,203$84,9920.02%
300INTERNATIONAL PAPER CO COM4601461032,387$84,6670.02%
301LOCKHEED MARTIN CORP COMLMT200$81,5640.02%
302CONSOLIDATED EDISON INC COMED967$78,9270.02%
303EXELON CORP COMEXC2,146$78,5650.02%
304TYLER TECHNOLOGIES INC COMTYL204$78,0010.02%
305DEVON ENERGY CORP NEW COM25179M1031,695$77,3770.02%
306FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND33733E5001,840$76,1210.02%
307ALBEMARLE CORP COMALB-PA460$74,7090.02%
308ALTRIA GROUP INC COMMO1,782$74,0960.02%
309TESLA INC COMTSLA290$72,9640.02%
310SCHWAB U.S. LARGE-CAP ETF8085242011,424$71,9970.02%
311INVESCO SOLAR ETFIVZ1,450$71,6740.02%
312JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF46641Q3081,405$70,4170.02%
313MURPHY OIL CORP COMMUR1,584$69,5060.02%
314WP CAREY INC COM92936U1091,276$68,2520.01%
315GALLAGHER ARTHUR J & CO COM363576109300$67,4730.01%
316ARISTA NETWORKS INC COMANET350$65,7340.01%
317EQUINIX INC COMEQIX92$65,5670.01%
318F5 INC COMFFIV400$64,7840.01%
319BANK NEW YORK MELLON CORP COM0640581001,500$63,1050.01%
320CONSUMER STAPLES SELECT SECTOR SPDR FUND81369Y308920$62,8730.01%
321INNOVATIVE INDL PPTYS INC COMINHD840$62,3950.01%
322ENTERPRISE PRODS PARTNERS L P COM2937921072,280$62,0160.01%
323SELECTIVE INS GROUP INC COM816300107602$62,0060.01%
324ISHARES GOLD TRUSTIAU1,766$61,1740.01%
325ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V4071,474$59,8740.01%
326CORTEVA INC COMCTVA1,166$58,3580.01%
327CONSTELLATION ENERGY CORP COMCEG556$58,2300.01%
328PARAMOUNT GLOBAL CLASS B COM92556H2064,600$57,9140.01%
329SCHWAB INTERNATIONAL EQUITY ETF8085248051,726$57,7520.01%
330REVVITY INC COMRVTY532$57,3550.01%
331NUCOR CORP COMNUE364$56,3400.01%
332JAZZ PHARMACEUTICALS PLC SHS USDJAZZ440$56,2010.01%
333ISHARES RUSSELL 2000 ETF464287655322$56,0510.01%
334FIDELITY NATL INFORMATION SVCS COM31620M1061,023$55,4880.01%
335CALEDONIA MNG CORP PLC SHS NEWG1757E1135,810$55,3110.01%
336VANGUARD CONSUMER DISCRETIONARY ETF92204A108205$55,2210.01%
337AMERICAN WTR WKS CO INC NEW COM030420103459$54,9650.01%
338LAUDER ESTEE COS INC CL A518439104382$54,7790.01%
339TEMPLETON GLOBAL INCOME FD COM88019810614,200$54,3860.01%
340FLEXSHARES QUALITY DIVIDEND INDEX FUNDFLEX945$52,4760.01%
341BHP GROUP LTD SPONSORED ADSBHPLF936$52,3320.01%
342SEMPRA COMSREA800$52,2160.01%
343CLOROX CO DEL COMCLX400$52,1360.01%
344INVESCO S&P 500 PURE GROWTH ETFIVZ1,750$52,0630.01%
345HARLEY DAVIDSON INC COMHOG1,600$51,6800.01%
346SCORPIO TANKERS INC SHSSTNG1,000$51,4300.01%
347VANGUARD COMMUNICATION SERVICES ETF92204A884485$51,3180.01%
348LAM RESEARCH CORP COMLRCX81$51,1010.01%
349PHILLIPS 66 COMPSX425$50,5840.01%
350FIRSTCASH HOLDINGS INC COMFCFS504$50,4710.01%
351VANGUARD MID-CAP GROWTH ETF922908538253$48,9150.01%
352NUVEEN ESG SMALL-CAP ETFNU1,417$48,5750.01%
353NORTHERN TR CORP COMNTRSO713$48,3700.01%
354FIRST TRUST DOW JONES INTERNET INDEX FUND33733E302300$48,1050.01%
355ALLEGION PLC ORD SHSALLE466$48,0590.01%
356INSPIRE MED SYS INC COM457730109245$47,7160.01%
357ASTRAZENECA PLC SPONSORED ADRAZN700$46,7110.01%
358ISHARES CORE U.S. REIT ETF4642885211,000$46,2700.01%
359DATADOG INC CL A COMDDOG500$45,9200.01%
360ALCON AG ORD SHSALC594$44,8050.01%
361ON SEMICONDUCTOR CORP COMON475$44,3510.01%
362ZIFF DAVIS INC COMZD700$44,1420.01%
363ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF464288620925$44,0120.01%
364CBRE GROUP INC CL ACBRE600$43,8180.01%
365BLOCK INC CL ABSQKZ1,013$43,7510.01%
366CITIGROUP INC COM NEWC-PR1,065$43,1330.01%
367TYSON FOODS INC CL ATSN873$43,0020.01%
368WISDOMTREE FLOATING RATE TREASURY FUNDWT850$42,7810.01%
369ISHARES U.S. TECHNOLOGY ETF464287721400$42,4840.01%
370HARBORONE BANCORP INC NEW COM NEW41165Y1004,488$41,9180.01%
371ROKU INC COM CL AROKU594$41,8770.01%
372GARMIN LTD SHSGRMN400$41,4040.01%
373WATTS WATER TECHNOLOGIES INC CL AWTS238$40,8070.01%
374GILEAD SCIENCES INC COMGILD550$40,7550.01%
375SUNCOR ENERGY INC NEW COMSU1,200$40,2000.01%
376EVERGY INC COMEVRG834$40,1150.01%
377AKAMAI TECHNOLOGIES INC COMAKAM375$40,0610.01%
378RESERVOIR MEDIA INC COMRSVRW6,650$39,7010.01%
379SYNAPTICS INC COMSYNA450$39,5870.01%
380TENCENT MUSIC ENTMT GROUP SPON ADSXHLD6,200$39,3080.01%
381SUN LIFE FINANCIAL INC. COMSUNFF812$38,8380.01%
382CHEWY INC CL ACHWY2,080$38,6670.01%
383KRAFT HEINZ CO COMKHC1,151$38,0870.01%
384NETAPP INC COMNTAP500$37,9000.01%
385ARK INNOVATION ETF00214Q104955$37,2830.01%
386QUEST DIAGNOSTICS INC COMDGX300$36,2730.01%
387WASTE CONNECTIONS INC COMWCN270$35,7800.01%
388INVESCO S&P 500 TOP 50 ETFIVZ1,040$35,5780.01%
389BAIDU INC SPON ADR REP ABAIDF267$35,5240.01%
390ISHARES MSCI INTL QUALITY FACTOR ETF46434V4561,068$35,3720.01%
391ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY406$35,1310.01%
392CENTENE CORP DEL COMCNC500$34,6500.01%
393LKQ CORP COMLKQ700$34,3910.01%
394ISHARES ESG SCREENED S&P SMALL-CAP ETF46436E5441,050$34,3770.01%
395GOODYEAR TIRE & RUBR CO COM3825501012,700$33,9390.01%
396ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646673$33,3670.01%
397GATX CORP COMGATX304$32,7350.01%
398BROADRIDGE FINL SOLUTIONS INC COM11133T103180$31,8580.01%
399DOVER CORP COMDOV231$31,8040.01%
400FORD MTR CO DEL COM3453708602,550$31,3910.01%
401SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R853840$30,5760.01%
402MSCI INC COMMSCI60$30,4190.01%
403HOWMET AEROSPACE INC COMHWM666$30,2500.01%
404OLD DOMINION FREIGHT LINE INC COMODFL75$30,2390.01%
405DORMAN PRODS INC COM258278100400$30,0000.01%
406ISHARES CORE AGGRESSIVE ALLOCATION ETF464289859473$29,8320.01%
407FIRST SOLAR INC COMFSLR190$29,7050.01%
408JOHNSON CTLS INTL PLC SHSG51502105564$29,5420.01%
409FORTINET INC COMFTNT501$29,3740.01%
410COUPANG INC CL ACPNG1,700$28,8320.01%
411M & T BK CORP COM55261F104236$28,8160.01%
412SPDR PORTFOLIO S&P 500 GROWTH ETF78464A409483$28,7670.01%
413TREX CO INC COMTREX470$28,6790.01%
414ISHARES MORNINGSTAR MID-CAP ETF464288208485$28,6150.01%
415VITA COCO CO INC COMCOCO1,047$28,5410.01%
416ISHARES RUSSELL 1000 VALUE ETF464287598190$28,5230.01%
417WARNER BROS DISCOVERY INC COM SER AWBD2,702$28,3980.01%
418MONSTER BEVERAGE CORP NEW COMMNST540$28,3720.01%
419TOOTSIE ROLL INDS INC COM890516107929$28,3440.01%
420MARSH & MCLENNAN COS INC COM571748102150$28,3160.01%
421NEUROCRINE BIOSCIENCES INC COMNBIX250$27,9480.01%
422INTUITIVE SURGICAL INC COM NEWISRG94$27,7280.01%
423ENVISTA HOLDINGS CORPORATION COMNVST1,000$27,5700.01%
424ENOVA INTL INC COM29357K103549$27,5270.01%
425NCR VOYIX CORPORATION COMNCRRP1,000$27,0100.01%
426WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUNDWT720$26,8200.01%
427PRUDENTIAL FINL INC COMPUKPF287$26,8000.01%
428CAVCO INDS INC DEL COM149568107100$26,2650.01%
429CMS ENERGY CORP COMCMS-PC516$26,0940.01%
430SS&C TECHNOLOGIES HLDGS INC COMSSNC500$26,0550.01%
431KADANT INC COMKAI110$24,8080.01%
432BAXTER INTL INC COM071813109664$24,8000.01%
433GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF37954Y7151,000$24,7000.01%
434REALTY INCOME CORP COMO500$24,4950.01%
435APPLIED MATLS INC COM038222105175$24,4140.01%
436FORTUNE BRANDS INNOVATIONS INC COMFBIN400$24,3400.01%
437KIMCO RLTY CORP COM49446R1091,423$24,3330.01%
438STANLEY BLACK & DECKER INC COMSWK300$24,2160.01%
439ONCOLYTICS BIOTECH INC COM NEWONCY11,534$24,1060.01%
440ONEOK INC NEW COMOKE387$23,9360.01%
441VANGUARD EXTENDED MARKET ETF922908652167$23,6390.01%
442TRI CONTL CORP COM895436103890$23,5670.01%
443ISHARES AAA-A RATED CORPORATE BOND ETF46429B291527$23,5200.01%
444PARKER-HANNIFIN CORP COMPH60$23,1140.01%
445ISHARES 0-5 YEAR TIPS BOND ETF46429B747235$22,6940.00%
446CHEMOURS CO COMCC830$22,6920.00%
447PROG HOLDINGS INC COM NPVPRG700$22,5120.00%
448OGE ENERGY CORP COMOGE700$22,3580.00%
449AMERICAN EAGLE OUTFITTERS INC COMAEO1,350$22,2750.00%
450GRAPHIC PACKAGING HLDG CO COMGPK1,000$21,8400.00%
451BILL HOLDINGS INC COMBILL200$21,7480.00%
452CONAGRA BRANDS INC COMCAG800$21,4320.00%
453RPT REALTY 7.25 PFD D CONV74971D200425$21,4070.00%
454OKTA INC CL AOKTA264$21,3100.00%
455CADENCE DESIGN SYSTEM INC COMCDNS90$21,2840.00%
456ISHARES IBONDS 2023 TERM HIGH YIELD & INCOME ETF46435U150900$21,1950.00%
457RLJ LODGING TR CUM CONV PFD ARLJ-PA875$20,9910.00%
458MASCO CORP COMMAS398$20,9270.00%
459SPDR S&P 600 SMALL CAP GROWTH ETF78464A201288$20,8890.00%
460GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETFNVGLF726$20,7220.00%
461ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF464288182326$20,6230.00%
462REGENERON PHARMACEUTICALS COMREGN25$20,4510.00%
463TRACTOR SUPPLY CO COMTSCO100$20,3500.00%
464PPL CORP COMPPLC892$20,1150.00%
465CDW CORP COMCDW100$20,0980.00%
466BP PLC SPONSORED ADRBPPFF530$20,0450.00%
467CLOUDFLARE INC CL A COMNET315$19,6910.00%
468AES CORP COMAES1,389$19,6680.00%
469PROGRESSIVE CORP COM743315103139$19,3170.00%
470ZSCALER INC COMZS120$19,3070.00%
471BARRICK GOLD CORP COM0679011081,355$19,2820.00%
472UDR INC COMUDR540$18,9760.00%
473ENERSYS COMENS200$18,7340.00%
474ISHARES MSCI ACWI EX U.S. ETF464288240401$18,6140.00%
475SPDR S&P MIDCAP 400 ETF TRUSTMDY41$18,4750.00%
476WISDOMTREE JAPAN HEDGED EQUITY FUNDWT210$18,4380.00%
477SPDR S&P PHARMACEUTICALS ETF78464A722470$18,4240.00%
478FIRST CMNTY BANKSHARES INC VA COM31983A103600$17,9100.00%
479SCHWAB U.S. LARGE-CAP VALUE ETF808524409280$17,8700.00%
480TERADYNE INC COMTER175$17,6170.00%
481ISHARES RUSSELL 2000 VALUE ETF464287630132$17,5690.00%
482AXON ENTERPRISE INC COMAXON89$17,4570.00%
483MARAVAI LIFESCIENCES HLDGS INC COM CL AMARA1,800$17,4420.00%
484CRISPR THERAPEUTICS AG NAMEN AKTCRSP411$17,4310.00%
485ALICO INC COMALCO700$17,4020.00%
486SOUTHERN COPPER CORP COMSCCO233$17,2300.00%
487MICRON TECHNOLOGY INC COMMU250$16,9900.00%
488MAGNITE INC COMMGNI2,280$16,9180.00%
489ISHARES SILVER TRUSTSLV863$16,7590.00%
490SIMON PPTY GROUP INC NEW COM828806109160$16,7410.00%
491ACUITY BRANDS INC COMAYI100$16,7170.00%
492ZIMMER BIOMET HOLDINGS INC COMZBH150$16,7130.00%
493LCI INDS COM50189K103140$16,4610.00%
494IMMUCELL CORP COM PARICCC3,118$16,3380.00%
495FIRST TRUST GLOBAL WIND ENERGY ETF33736G1061,165$16,3100.00%
496GENERAL MTRS CO COM37045V100500$16,2350.00%
497TRAVELERS COMPANIES INC COMTRV100$16,2270.00%
498VANGUARD TOTAL WORLD STOCK ETF922042742175$16,2190.00%
499SANOFI SPONSORED ADRSNYNF300$16,0740.00%
500ISHARES IBONDS DEC 2023 TERM CORPORATE ETF46434VAX8635$16,0460.00%