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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

DIVIDEND ASSETS CAPITAL, LLC

Quarter ended Q1 2023 · Filed February 10, 2023 · Accession 0001387131-23-001721

Total Value
$471,045
Positions
545
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORP.MSFT87,985$21,1004.48%
2SCHWAB CHARLES FAMILY FD VALUE80851560520,890,377$20,8904.44%
3MAGELLAN MIDSTREAM PARTNERS LP559080106355,873$17,3023.67%
4NOVO-NORDISK A/S.NONOF121,059$16,3843.48%
5ENTERPRISE PRODUCTS PRTNRS LP.293792107701,891$16,1773.43%
6COSTCO WHSL CORP.22160K10534,603$15,7963.35%
7ENERGY TRANSFER EQUITY LP.ET-PI1,349,139$15,6613.33%
8NIKE INC CL BNKE102,583$12,0032.55%
9AMERIPRISE FINL INC03076C10637,183$11,5782.46%
10VISA INC CL AV54,779$11,3812.42%
11L3HARRIS TECHNOLOGIES INCLHX53,792$11,2002.38%
12TEXAS INSTRS INC88250810460,625$10,0162.13%
13AUTOMATIC DATA PROCESSING INC.ADP36,268$8,6631.84%
14ECOLAB INC.ECL58,897$8,5731.82%
15SHERWIN-WILLIAMS CO.SHW30,983$7,3531.56%
16CHURCH AND DWIGHT INC.CHD88,923$7,1681.52%
17UNITEDHEALTH GROUP INC.UNH12,872$6,8251.45%
18LOCKHEED MARTIN CORPLMT12,551$6,1061.30%
19UNION PAC CORP.UNP27,391$5,6721.20%
20STERIS PLCSTE29,986$5,5381.18%
21ROPER INDUSTRIES INC.ROP12,564$5,4291.15%
22SCHWAB CHARLES FAMILY FD GOVT8085156135,371,337$5,3711.14%
23CASEYS GEN STORES INC14752810323,767$5,3321.13%
24ONEOK INCOKE86,414$5,2931.12%
25QUALCOMM INC.QCOM47,289$5,1991.10%
26WILLIAMS COS INC.969457100167,756$5,0821.08%
27TJX COMPANIES INC.87254010962,728$4,9931.06%
28MEDTRONIC PLCMDT61,314$4,7651.01%
29MCDONALDS CORP.MCD17,439$4,5960.98%
30NESTLE64106940639,560$4,5630.97%
31JPMORGAN CHASE AND CO.VYLD33,911$4,5470.97%
32SCHWAB CHARLES FAMILY FD SCHWA8085155484,449,227$4,4490.94%
33HORMEL FOODS CORPHRL97,189$4,4270.94%
34CANADIAN NAT RES LTD.13638510178,386$4,3530.92%
35TARGET CORP.TGT28,138$4,1940.89%
36CANADIAN NATL RAILWAY CO.13637510231,239$3,7140.79%
37SCHWAB CHARLES FAMILY FD TREAS8085154803,705,869$3,7060.79%
38ASSURANT INCAIZN29,533$3,6930.78%
39BLACKROCK INCBLK5,038$3,5700.76%
40WAL-MART STORES INC.WMT22,855$3,2410.69%
41APPLE INC.AAPL24,820$3,2250.68%
42ANALOG DEVICES INCADI19,608$3,2160.68%
43NEXTERA ENERGY INCNEE-PW37,090$3,1010.66%
44ENBRIDGE INCENNPF84,359$3,0330.64%
45ACTIVISION BLIZZARD INC.00507V10938,915$2,9790.63%
46JOHNSON AND JOHNSONJNJ16,607$2,9340.62%
47CHUBB LIMITEDCB12,441$2,7440.58%
48MPLX LPMPLXP87,053$2,6560.56%
49GOLDMAN SACHS RISNG DIV GR CLNVGLF248,484$2,6360.56%
50NEXTERA ENERGY PARTNERS LPNEE-PW41,376$2,6200.56%
51RAYTHEON TECHNOLOGIES CORPORATRTX25,850$2,6090.55%
52EXXON MOBIL CORP.XOM22,910$2,5270.54%
53HEICO CORP CL AHEI-A20,881$2,5030.53%
54CINTAS CORPCTAS5,538$2,5010.53%
55SNAP ON INCSNA10,738$2,4540.52%
56WEC ENERGY GROUP INCWEC25,923$2,4310.52%
57PEPSICO INC.PEP12,987$2,3460.50%
58WESTERN MIDSTREAM PARTNERS LPWES96,569$2,2820.48%
59EQUITY LIFESTYLE PPTYS INC29472R10833,988$2,1960.47%
60PROCTER AND GAMBLE CO.74271810913,531$2,0510.44%
61CHENIERE ENERGY PARTNERS LPLNG41,394$1,9770.42%
62EOG RESOURCES INC.EOG14,448$1,8710.40%
63INTL BUSINESS MACHS CORP.INTR12,593$1,7740.38%
64STRYKER CORP.SYK7,061$1,7260.37%
65PFIZER INC.PFE31,920$1,6360.35%
66LOWES COS INC.5486611078,000$1,5940.34%
67WILLIAMS SONOMA INCWSM13,833$1,5900.34%
68HEICO CORPHEI-A9,706$1,4910.32%
69APOLLO GLOBAL MGMT INC03769M10622,900$1,4610.31%
70GENERAL MLS INC.37033410417,415$1,4600.31%
71BRISTOL MYERS SQUIBB CO.CELG-RI20,283$1,4590.31%
72CHEVRON CORP.CVX8,122$1,4580.31%
73ROSS STORES INC.ROST12,408$1,4400.31%
74SCHWAB CHARLES FAMILY FD VAL A8085156961,405,243$1,4050.30%
75HANOVER INS GROUP INC41086710510,368$1,4010.30%
76KINDER MORGAN INC DELEP-PC96,708$1,3530.29%
77TRUIST FINL CORP89832Q10930,237$1,3010.28%
78PPG INDS INC.69350610710,168$1,2790.27%
79TELEFLEX INC.TFX5,100$1,2730.27%
80SUNOCO LP/SUNOCO FIN CORP UT RSUN34,967$1,2060.26%
81PLAINS ALL AMERN PIPELINE LP.726503105102,474$1,2050.26%
82BALL CORP.BALL23,520$1,2030.26%
83FACTSET RESEARCH SYS INC.3030751052,925$1,1740.25%
84HESS MIDSTREAM PARTNERS LP LTDHESM48,163$1,1640.25%
85USA COMPRESSION PARTNERS LP LTUSAC68,434$1,1320.24%
86ILLINOIS TOOL WKS INC.4523081095,124$1,1290.24%
87TC ENERGY CORPTRPRF32,363$1,0140.22%
88BROADRIDGE FINL SOLUTIONS INC11133T1037,511$1,0070.21%
89VANGUARD SHORT TERM INV GRADE922031836100,758$1,0030.21%
90BOEING CO.BA-PA5,221$9950.21%
91AMAZON COM INCAMZN11,440$9610.20%
92SandP GLOBAL INCSPGI2,804$9390.20%
93BECTON DICKINSON AND CO.BDX3,623$9210.20%
94BLACKSTONE GROUP INC CL ABX12,100$8980.19%
95TORO COTORO7,897$8940.19%
96AFLAC INC.AFL12,380$8910.19%
97DIGITAL RLTY TR INC2538681038,757$8780.19%
98MERCK AND CO INC.MRK7,866$8730.19%
99POLARIS INDUSTRIES INC.PII8,612$8700.18%
100SCHWAB CHARLES FAMILY FD TREAS808515621851,299$8510.18%
101ALPHABET INC CAP STK CL AGOOG9,600$8470.18%
102UNITED PARCEL SERVICE INC CL BUPS4,720$8200.17%
103ROCHE HLDG LTD ADR77119510420,403$7990.17%
104CISCO SYS INC.CSCO16,173$7700.16%
105EATON VANCE MUNS TR SC MUN INCETN88,059$7570.16%
106COCA COLA CO.KO11,682$7430.16%
107GOLDMAN SACHS RISNG DIVGR FNDNVGLF64,020$7320.16%
108ABB LTD ADRABLZF22,719$6920.15%
109ISHARES BARCLAYS TIPS BOND4642871766,493$6910.15%
110TENCENT HLDGS LTD ADRXHLD15,973$6770.14%
111LINDE PLCLIN2,052$6690.14%
112ALPS ETF TR ALERIAN MLP00162Q45217,248$6570.14%
113LILLY ELI AND CO.LLY1,591$5820.12%
114MASTERCARD INC CL AMA1,670$5810.12%
115CARLYLE GROUP INCCGABL18,200$5430.12%
116VERIZON COMMUNICATIONS INC.VZ13,606$5360.11%
117VANGUARD INDEX FDS 500 INDEX A9229087101,446$5120.11%
118WASTE MGMT INC DEL94106L1093,208$5030.11%
119HOME DEPOT INC.HD1,506$4760.10%
120ISHARES NAT AMT FREE BD4642884144,266$4500.10%
121AIR PRODS AND CHEMS INC.AIIR1,395$4300.09%
122PHILLIPS 66PSX4,133$4300.09%
123CARRIER GLOBAL CORPORATIONCARR9,710$4010.09%
124SPDR SER TR SPDR BLOOMBERG78468R6634,365$3990.08%
125PUBLIC SVC ENTERPRISE GROUP7445731066,496$3980.08%
126OTIS WORLDWIDE CORPOTIS5,030$3940.08%
1273M CO.MMM3,233$3880.08%
128BERKSHIRE HATHAWAY INC DEL CLBRK-A1,194$3690.08%
129STANDEX INTL CORP8542311073,435$3520.07%
130W P CAREY INC.92936U1094,500$3520.07%
131VANGUARD INDEX FDS LARGE CAP E9229086371,980$3450.07%
132CONOCOPHILLIPSCOP2,911$3430.07%
133SPDR S AND P 500 ETF TRSPY889$3400.07%
134AKRE FOCUS FUND INST7429351256,923$3330.07%
135DOMINION RES INC VAD5,350$3280.07%
136EQUITRANS MIDSTREAM CORP29460010148,643$3260.07%
137REALTY INCOME CORP.O5,120$3250.07%
138ABBVIE INCABBV1,966$3180.07%
139HASBRO INCHAS4,977$3040.06%
140PHILIP MORRIS INTL INC.7181721092,956$2990.06%
141MFS VALUE FND CL I5529836946,025$2880.06%
142OAKMARK FUND INVESTORS SHARES4138381032,755$2820.06%
143PARKER-HANNIFIN CORP.PH960$2790.06%
144GENESIS ENERGY LP.GEL27,244$2780.06%
145LEGGETT AND PLATT INC.LEG8,600$2770.06%
146ISHARES TR SELECT DIVID ETF4642871682,202$2660.06%
147SCHWAB STRATEGIC TR SHT TM US8085248625,500$2650.06%
148SPDR S AND P MIDCAP 400 ETF TRMDY571$2530.05%
149FIDELITY CONTRAFUND INC NEW IN3160716049,485$2520.05%
150ZOETIS INC CL AZTS1,662$2440.05%
151DELEK LOGISTICS PARTNERS LPDKL5,380$2430.05%
152FLOWERS FOODS INC.FLO8,358$2400.05%
153ALPHABET INC CAP STK CL CGOOG2,680$2380.05%
154DUKE ENERGY CORP.DUKB2,287$2360.05%
155CHENIERE ENERGY PARTNERS LP29336T10018,174$2310.05%
156ABBOTT LABSABLZF2,094$2300.05%
157SEI INVESTMENTS CO.7841171033,800$2220.05%
158VANGUARD INDEX FDS GROWTH ETF9229087361,041$2220.05%
159HDFC BANK LTD - ADRHDB3,050$2090.04%
160VANGUARD STAR FD VG TL INTL ST9219097683,989$2060.04%
161AMERICAN WTR WKS CO INC.0304201031,314$2000.04%
162TAKEDA PHARMACEUTICAL CO LTD ATKPHF12,729$1990.04%
163WELLTOWER INCWELL3,000$1970.04%
164COLGATE PALMOLIVE CO.CL2,484$1960.04%
165ISHARES CORE S AND P 500 ETF464287200510$1960.04%
166HOLLY ENERGY PARTNERS LP.43576310710,480$1900.04%
167SIMON PPTY GROUP INC.8288061091,600$1880.04%
168VANGUARD WORLD FDS INF TECH ET92204A702578$1850.04%
169HERSHEY COHSY780$1810.04%
170VANGUARD INDEX FDS VALUE ETF9229087441,262$1770.04%
171HARBOR CAP APPRECIATION FND IN4115115042,778$1740.04%
172NATIONAL GRID PLC ADR NENMPWP2,892$1740.04%
173VANGUARD INDEX FDS SMALL CP ET922908751944$1730.04%
174INTUITIVE SURGICAL INCISRG647$1720.04%
175SOUTHERN CO.SOMN2,385$1700.04%
176INTEL CORP.INTC6,399$1690.04%
177VALERO ENERGY CORPVLO1,330$1690.04%
178DISNEY WALT CO.2546871061,910$1660.04%
179NORTHWESTERN CORPNWE2,750$1630.03%
180ALTRIA GROUP INC.MO3,566$1630.03%
181ESSENTIAL UTILS INC29670G1023,364$1610.03%
182SELECT SECTOR SPDR TR TECHNOLO81369Y8031,272$1580.03%
183DCP MIDSTREAM PARTNERS LP.23311P1004,000$1550.03%
184APTARGROUP INC.ATR1,400$1540.03%
185DANAHER CORP DEL235851102570$1510.03%
186HONEYWELL INTL INC.438516106700$1500.03%
187DODGE AND COX INTL STK FND RET2562061033,429$1480.03%
188CUMMINS INCCMI608$1470.03%
189ISHARES TR CORE S AND P SCP E4642878041,508$1430.03%
190AT AND T INC.T-PC7,515$1380.03%
191JACK HENRY AND ASSOC INC.426281101775$1360.03%
192DOW INCDOW2,558$1290.03%
193VANGUARD TAX-MANAGED FDS DEV M9219438099,317$1260.03%
194AMERICAN TOWER CORP03027X100593$1260.03%
195MFS SER TR X GRW ALLOC CL A55273G7365,793$1210.03%
196ISHARES TR S AND P MC 400GR ET4642876061,768$1210.03%
197CAMPBELL SOUP CO.CPB2,120$1200.03%
198NORTHROP GRUMMAN CORP.NOC219$1190.03%
199CLOROX CO DELCLX832$1170.02%
200US BANCORPUSB-PS2,691$1170.02%
201SPDR GOLD SHARESGLD669$1130.02%
202SCHWAB CHARLES CORPSCHW-PJ1,342$1120.02%
203GENERAL ELECTRIC CO3696043011,301$1090.02%
204V.F. CORP.VFC3,895$1080.02%
205CONSOLIDATED EDISON INC.ED1,120$1070.02%
206BROOKFIELD RENEWABLE PARTNERSG162581084,200$1060.02%
207VANGUARD WORLD FD GBL WELLINGT9219107663,650$1060.02%
208MORGAN STANLEYMS-PQ1,233$1050.02%
209MCCORMICK AND CO INC.MKC-V1,270$1050.02%
210VANGUARD SCOTTSDALE FDS VNG RU92206C6641,478$1040.02%
211XCEL ENERGY INC.XELLL1,460$1020.02%
212VANGUARD INTL EQ FTSE EMR MKT9220428582,597$1010.02%
213TESLA MTRS INCTSLA804$990.02%
214CME GROUP INCCME580$980.02%
215DODGE AND COX INCOME FD2562101057,924$970.02%
216TWEEDY BROWNE GLOBAL VAL FND RMA3,801$970.02%
217UGI CORP9026811052,551$950.02%
218CONESTOGA FDS SMALL CAP FD2070191001,595$940.02%
219KLA-TENCOR CORPKLAC250$940.02%
220FREEPORT-MCMORAN COPPER AND GOFCX2,450$930.02%
221TORTOISE MLP AND PIPELINE FND56166Y4046,860$890.02%
222CROWN CASTLE INTL CORPCCI650$880.02%
223NVIDIA CORPNVDA600$880.02%
224ALLIANT ENERGY CORPLNT1,520$840.02%
225THE MERGER FUND INVESTOR SHARE5895091084,993$840.02%
226ISHARES TR S AND P MC 400VL ET464287705826$830.02%
227CONAGRA FOODS INCCAG2,080$800.02%
228NOVARTIS A GNVSEF857$780.02%
229AMERICAN EXPRESS CO.AXP515$760.02%
230REGIONS FINL CORPRF-PF3,545$760.02%
231ENTERGY CORPENO660$740.02%
232BP PLC.BPPFF2,093$730.02%
233PERKINELMER INCRVTY515$720.02%
234THERMO FISHER SCIENTIFIC INC.TMO130$720.02%
235MERIDIAN FD INC CONTR FD LEGAMRDN2,074$710.02%
236SELECT SECTOR SPDR TR SBI HEAL81369Y209518$700.01%
237CATERPILLAR INC.CAT294$700.01%
238PNC FINL SVCS GROUP INC.693475105441$700.01%
239SMUCKER J M CO832696405440$700.01%
240ANTERO MIDSTREAM CORPAM6,521$700.01%
241MFS SER TR I VALUE FD CL A5529838011,463$690.01%
242MATTHEWS PACIFIC TIGER FUND IN5771308343,380$680.01%
243VANGUARD INFLT PRT SEC FND INS9220317372,929$680.01%
244FLEXSHARES TR MORNSTAR UPSTRFLEX1,537$670.01%
245NORFOLK SOUTHERN CORP.655844108268$660.01%
246NUSTAR ENERGY LP.NU4,140$660.01%
247MDU RES GROUP INC.5526901092,180$660.01%
248TRAVELERS COMPANIES INCTRV342$640.01%
249PRIMECAP ODYSSEY FUNDS ODYSSEY74160Q3012,017$640.01%
250VANGUARD WORLD FDS FINANCIALS92204A405763$630.01%
251VANGUARD INDEX FDS TOTAL STK M922908769331$630.01%
252PUBLIC STORAGEPSA-PS220$620.01%
253BANK OF AMERICA CORPORATION0605051041,879$620.01%
254LAMB WESTON HLDGS INCLW692$620.01%
255PRINCIPAL FDS INC REAL ESTATE74256W5682,448$620.01%
256ISHARES TR RUS MID CAP ETF464287499900$610.01%
257ROWE T PRICE BLUE CHIP GROWTH77954Q106593$610.01%
258BLACKSTONE REIT INC CL IBX4,175$610.01%
259J P MORGAN EXCHANGE TRADED FD46641Q1181,306$600.01%
260EMERSON ELEC CO.EMR625$600.01%
261MARSH AND MCLENNAN COS INC571748102354$590.01%
262WELLS FARGO AND CO.9497461011,420$590.01%
263UNITED RENTALS INCURI163$580.01%
264ORACLE CORP.ORCL-PD703$570.01%
265ROYAL BK CDA MONTREAL QUE780087102610$570.01%
266WHIRLPOOL CORPWHR-PA406$570.01%
267ISHARES TR CORE HIGH DV ETF46429B663547$570.01%
268TECHTRONIC INDS LTD SPONSORED87873R1011,000$560.01%
269BROADCOM INCAVGO100$560.01%
270VANGUARD WHITEHALL FDS INC HIG921946406517$560.01%
271INGREDION INCINGR560$550.01%
272GOLDMAN SACHS GROUP INC.GSCE160$550.01%
273FIRST TR EXCHANGE TRADED FD DJ33733E302450$550.01%
274SELECT SECTOR SPDR TR SBI INT-81369Y704554$540.01%
275VANGUARD TAX MNGD INTL FD MSCI9219438581,260$530.01%
276FEDEX CORP.FDX300$520.01%
277ALERIAN ML ETN JPM CHASEVYLD2,400$520.01%
278C H ROBINSON WORLDWIDE INC.CHRW570$520.01%
279ASTRAZENECA PLC ADRAZN750$510.01%
280CAPITAL ONE FINL CORP.14040H105535$500.01%
281CIGNA CORP125523100150$500.01%
282SHELL PLC SPON ADSRYDAF859$490.01%
283ADOBE INCADBE145$490.01%
284VANGUARD WORLD FD GBL WELLESLE9219107411,927$480.01%
285EVENTIDE GILEAD CL AEVEX-WT1,155$470.01%
286NEWELL RUBBERMAID INC.NWL3,616$470.01%
287INVESCO EQUALLY-WEIGHTED S ANDIVZ702$460.01%
288HARRIS ASSOC INVT TR OAKMARK G4138388301,596$460.01%
289VANGUARD WORLD FDS TELCOMM ETF92204A884565$460.01%
290META PLATFORMS INC CL AMETA380$460.01%
291ORANGE ADRORANY4,660$460.01%
292VANGUARD SPECIALIZED FUNDS DIV921908844300$460.01%
293GLOBAL PMTS INC37940X102450$450.01%
294SCOTTS MIRACLE GRO CO CL ASMG924$450.01%
295VANGUARD WORLD FD US GROWTH PT9219101051,121$440.01%
296MFS SER TR II GROWTH FD CL A552985103362$440.01%
297SELECT SECTOR SPDR TR SBI INT-81369Y6051,266$430.01%
298CHEMED CORPCHE85$430.01%
299BAXTER INTL INC.071813109845$430.01%
300DFA INVT DIMENSIONS GROUP INC2332033971,532$420.01%
301USAA MUT FDS TR 500 INDX MEM S903288884852$420.01%
302MFS SER TR X MOD ALLOC CL A55273G7772,397$420.01%
303PROVENTION BIO INC74374N1024,000$420.01%
304MICROCHIP TECHNOLOGY INC.MCHPP600$420.01%
305DUPONT DE NEMOURS INCDD598$410.01%
306INCOME FD AMER INC CL F 34533207721,822$410.01%
307PRICE T ROWE GROWTH STK FD INC741479406657$410.01%
308PRICE T ROWE HEALTH SCIENCES741480107460$410.01%
309INSIGHT ENTERPRISES INCNSIT400$400.01%
310MFS SER TR I CORE EQUITY A5529838841,038$390.01%
311PRICE T ROWE GROUP INC.TROW345$380.01%
312VANGUARD MUN BD FDS HIGH YLD PMS-PQ3,662$380.01%
313FLEXSHARES TR STOXX GLOBR INFFLEX729$370.01%
314AVERY DENNISON CORPAVY200$360.01%
315BLACKROCK FDS V STRG OPP INSTLBLK3,909$360.01%
316BROOKFIELD RENEWABLE CORP CL ABEPC1,250$340.01%
317CITIGROUP INCC-PR745$340.01%
318STATE STR CORP.STT-PG443$340.01%
319HARTFORD MUT FDS INC BALANCED41664T7272,498$340.01%
320JPMORGAN TR II EQUITY INCOME I4812C04981,447$330.01%
321ISHARES TR SandP SML 600 GWT464287887305$330.01%
322CORTEVA INCCTVA558$330.01%
323SPDR SERIES TRUST PORTFOLIO LR78464A854704$320.01%
324INTERNATIONAL FLAVORS AND FRAG459506101295$310.01%
325SOUTHWESTERN ENERGY CO8454671095,250$310.01%
326EATON VANCE SHORT DUR STRATEGIETN4,785$310.01%
327CELANESE CORP DELCE300$310.01%
328CAMDEN NATL CORP133034108750$310.01%
329CVS CAREMARK CORP.CVS328$310.01%
330GLOBE LIFE INCGL-PD247$300.01%
331COLUMBIA STRATEGIC INC FND INS19765L6941,437$300.01%
332COMCAST CORP CL ACCZ844$300.01%
333MUTUAL SER FD INC GBL DISCVR F6283808591,123$300.01%
334VANGUARD BD INDEX FD INC SHORT921937827405$300.01%
335ISHARES TR SP SMCP600VL ETF464287879314$290.01%
336VANECK ETF TRUST HIGH YLD MUNI92189H409575$290.01%
337FRANKLIN MANAGED TR RISING DV353825102345$290.01%
338ISHARES TR RUSSELL 2000 ETF464287655165$290.01%
339MFS SER TR X INTL DIVRTN R65527435441,410$290.01%
340JPMORGAN TR I HEDGED EQUITY ICAT1,150$280.01%
341FRANKLIN FUND ALLOCATOR SERIES35472P5051,805$280.01%
342KRAFT HEINZ COKHC692$280.01%
343ACCENTURE PLC IRELAND SHS CLSACN100$270.01%
344EVERGY INCEVRG436$270.01%
345EQT CORP.EQT800$270.01%
346FIRST TR MORNINGSTAR DIVID LEA336917109700$260.01%
347INVESCO EXCHANGE TRADED FD TRIVZ187$260.01%
348PRIMECAP ODYSSEY GROWTH FUND R74160Q103760$260.01%
349KROGER COKR575$260.01%
350SGS SA ADR8188001041,068$250.01%
351CITIGROUP INC DEP SHS 1/1000 JC-PR1,000$250.01%
352MFS SERS TR X INTL VALUE A55273E301687$240.01%
353IQVIA HLDGS INCIQV118$240.01%
354DOLLAR TREE INCDLTR168$240.01%
355SCHLUMBERGER LTD.SLB440$240.01%
356ADVISORS INNER CIRCLE FD EDGWD0075W0759754$240.01%
357AMGEN INC.AMGN93$240.01%
358VANGUARD HORIZON FD INC GLOBAL922038203860$230.00%
359WYNN RESORTS LTDWYNN280$230.00%
360NORTHERN TR CORPNTRSO260$230.00%
361DBX ETF TR XTRACK MSCI EAFE2330516301,000$220.00%
362ROWE T PRICE CAP APPRECIATION77954M105728$220.00%
363MUTUAL FD SER TR CATALST MILL62827P832624$220.00%
364BANK OZKOZKAP550$220.00%
365CSX CORPCSX724$220.00%
366FIDELITY ADV TOTAL BOND FND IN31617K8322,359$220.00%
367AMPHENOL CORP CL A032095101280$210.00%
368CALAMOS STRATEGIC TOTL RETN FDCSQ1,583$210.00%
369ACCELLERON INDS AG UNSPONSORED00449R109974$200.00%
370ISHARES RUSSELL 1000 GRW INDX46428761492$200.00%
371PEMBINA PIPELINE CORPPPLOF575$200.00%
372WALGREENS BOOTS ALLIANCE INC931427108535$200.00%
373PAYPAL HLDGS INCPYPL280$200.00%
374VANGUARD TOT STK MKT INDX FND922908728206$190.00%
375TAIWAN SEMICONDUCTOR MFG LTD874039100250$190.00%
376REPUBLIC SVCS INC760759100148$190.00%
377MAGNA INTL INC559222401340$190.00%
378FIDELITY COVINGTON TR MSCI RL316092857775$190.00%
379VANGUARD SCOTTSDALE FDS SHRT T92206C409250$190.00%
380FRANKLIN FUND ALLOCATOR SERIES35472P8441,529$190.00%
381FRANKLIN MANAGED TR RISING DIV353825888220$180.00%
382FRANKLIN CUSTODIAN FDS INCOME3534964907,766$180.00%
383SPDR INDEX SHS FDS S AND P GLB78463X459300$180.00%
384AIM EQUITY FDS-INVESCO EQUITY00141B840949$170.00%
385KEYCORP493267108987$170.00%
386VANGUARD INDEX FDS MID CAP ETF92290862981$170.00%
387JPMORGAN TR I EQTY INCOME R646636U876754$170.00%
388WARNER BROS DISCOVERY INC SERWBD1,814$170.00%
389SELECT SECTOR SPDR TR SBI CONS81369Y407135$170.00%
390AMERISOURCEBERGEN CORPCOR100$170.00%
391ISHARES TR CORE MSCI EAFE46432F842255$160.00%
392FIFTH THIRD BANCORPFITBM500$160.00%
393ARCHER DANIELS MIDLAND CO.ADM172$160.00%
394NUVEEN S AND P 500 BUY-WRITE INU1,239$160.00%
395TORONTO DOMINION BK ONTTORO250$160.00%
396SEAGATE TECHNOLOGY PLCSE280$150.00%
397GROWTH FD AMER INC CL F2 SHS399874825311$150.00%
398MARVELL TECHNOLOGY GROUP LTDMRVL400$150.00%
399SONOCO PRODS CO.835495102247$150.00%
400SOUTH ST CORPSSB200$150.00%
401QUEST DIAGNOSTICS INC.DGX97$150.00%
402VANGUARD WORLD FDS UTILITIES E92204A876100$150.00%
403EMBECTA CORPEMBC548$140.00%
404STANLEY BLACK AND DECKER INCSWK193$140.00%
405BANK NEW YORK MELLON CORP064058100311$140.00%
406DU PONT E I DE NEMOURS AND COCTA-PA175$140.00%
407FIDELITY COVINGTON TRUST MSCI316092709268$140.00%
408KIMBERLY CLARK CORP.KMB100$140.00%
409OGE ENERGY CORP.OGE356$140.00%
410HANNON ARMSTRONG SUST INFR CAP41068X100500$140.00%
411EXELON CORP.EXC299$130.00%
412CLEARWAY ENERGY INC CL CCWEN-A400$130.00%
413TRACTOR SUPPLY CO.TSCO60$130.00%
414PARDEE RES CO69943710950$130.00%
415HANCOCK JOHN SOVEREIGN BD FD B410223606995$130.00%
416FORD MOTOR CO.3453708601,157$130.00%
417SALESFORCE COM INCCRM100$130.00%
418MONDELEZ INTL INC CL A609207105177$120.00%
419DTE ENERGY CO.DTK100$120.00%
420VANGUARD INDEX FDS S&P 500 ETF92290836334$120.00%
421GLOBAL X FDS US INFR DEV ETF37954Y673450$120.00%
422GLOBAL X FDS INTERNET OF THNG37954Y780426$120.00%
423GOLDMAN SACHS GROUP INC PFD ANVGLF665$120.00%
424FRANKLIN STRATEGIC SER GRW OPP354713687341$120.00%
425J P MORGAN MUT FD INVT TR GRTH46640W108474$120.00%
426KONTOOR BRANDS INCKTB294$120.00%
427PIEDMONT OFFICE REALTY TR INC.PDM1,304$120.00%
428PAYCHEX INC.PAYX108$120.00%
429DOVER CORP.DOV83$110.00%
430VIATRIS INCVTRS994$110.00%
431TARGA RES CORPTRGP150$110.00%
432INVESCO EXCHANGE TRADED FD TRIVZ283$110.00%
433B AND G FOODS INC.BGS1,000$110.00%
434ISHARES RUSSELL 1000 VAL INDX46428759875$110.00%
435DOLLAR GEN CORP25667710545$110.00%
436ISHARES TR RUS 1000 ETF46428762247$100.00%
437SYSCO CORPSYY134$100.00%
438INVESCO EXCHANGE TRADED FD TRIVZ250$100.00%
439SPDR SER TR SandP REGL BKG78464A698175$100.00%
440VIPER ENERGY PARTNERS LPVNOM300$100.00%
441TYCO INTL PLCG51502105161$100.00%
442BOSWELL J G CO10120510210$90.00%
443FLOOR and DECOR HLDGS INC CLFND125$90.00%
444GENERAL DYNAMICS CORP.GD35$90.00%
445INTUITINTU24$90.00%
446ISHARES TRANS AVG ETF46428719243$90.00%
447MFS SER TR V RESH FD CL I552981706183$90.00%
448STARBUCKS CORPSBUX92$90.00%
449CONSTELLATION ENERGY CORPCEG99$90.00%
450PPL CORP.PPLC300$90.00%
451PARTNERS GRP HLDG ZUG NAMEN AKH6120A10110$90.00%
452GLOBAL X FDS CYBRSCURTY ETF37954Y384365$80.00%
453AMERICAN FDS PORTFOLIO SER GRO02630R781474$80.00%
454AKAMAI TECHNOLOGIES INCAKAM100$80.00%
455NEWMONT MINING CORPNEMCL175$80.00%
456AGNICO EAGLE MINES LTDAEM150$80.00%
457NUVEEN HI YLD MUNI BD FND INSTNU471$70.00%
458ALGER INSTL FD CAP APPR INS I015570401272$70.00%
459RIO TINTO PLC ADRRTNTF100$70.00%
460SEMPRA ENERGYSREA48$70.00%
461UNILEVER PLCUNLYF130$70.00%
462VANGUARD BD INDEX FDS ADMIRAL921931200164$70.00%
463WEST PHARMACEUTICAL SVSC INC95530610531$70.00%
464LIGHTSTONE VALUE PLUS REAL EST53227M107832$70.00%
465CARDINAL HEALTH INC.CAH81$60.00%
466JOHN HANCOCK FDS III DSPLN VAL47803U640310$60.00%
467ISHARES RUSSELL MIDCAP GRWTH I46428748168$60.00%
468AMCAP FD INC CL A023375108199$60.00%
469KEURIG DR PEPPER INCKDP161$60.00%
470PROLOGIS INCPLDGP49$60.00%
471ROYAL GOLD INCRGLD50$60.00%
472AMERICAN FNDS EUROPACIFIC GROW29875E100133$60.00%
473INVESCO QQQ TR UNIT SER 1IVZ24$60.00%
474AMERICAN FDS PORTFOLIO SER GRW02630R203382$60.00%
475BEST BUY INCBBY58$50.00%
476INCOME FD AMER INC CL A453320103213$50.00%
477TEREX CORPTEX125$50.00%
478VANGUARD BD INDEX FDS SC GWTH92193771075$50.00%
479VANGUARD INDEX FDS REAL ESTATE92290855361$50.00%
480FIDELITY NATL INFORMATION SVCS31620M10672$50.00%
481FIRST AMERN FINL CORP31847R102100$50.00%
482SPDR INDEX SHS FDS PORTFOLIO D78463X889166$50.00%
483TOUCHSTONE FDS GROUP TR MID CA89155H793129$50.00%
484EATON CORP.ETN35$50.00%
485APTIV PLCAPTV56$50.00%
486GARMIN LTDGRMN50$50.00%
487ASML HOLDING N V N Y REGISTRYASMLF10$50.00%
488HELMERICH and PAYNE INCHP100$50.00%
489PRUDENTIAL FINL INCPUKPF36$40.00%
490WASHINGTON MUT INVS FD93933010673$40.00%
491ARK ETF TR INNOVATION ETF00214Q104113$40.00%
492FIDELITY NATIONAL FINANCIAL INFNF100$40.00%
493ORGANON AND COOGN142$40.00%
494ORION OFFICE REIT INCONL500$40.00%
495FORD MTR CO DEL 6.2 SR NT 59345370845166$40.00%
496PROG HOLDINGS INCPRG225$40.00%
497ANGLOGOLD ASHANTI LIMITED ADRAU200$40.00%
498CORNING INCGLW138$40.00%
499FIRSTENERGY CORP.FE100$40.00%
500CAPITAL INCOME BLDR SH BEN INT14019310340$30.00%