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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

Colonial Trust Advisors

Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001398344-23-003331

Total Value
$815.1M
Positions
913
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC COMAAPL421,796$54.8M6.74%
2MICROSOFT CORP COMMSFT160,353$38.5M4.73%
3ISHARES CORE S&P 500 ETF46428720060,986$23.4M2.88%
4JOHNSON & JOHNSON COMJNJ130,761$23.1M2.84%
5UNITEDHEALTH GROUP INC COMUNH42,863$22.7M2.79%
6PROCTER AND GAMBLE CO COM742718109122,156$18.5M2.28%
7LILLY ELI & CO COMLLY49,834$18.2M2.24%
8AIR PRODS & CHEMS INC COMAIIR59,026$18.2M2.24%
9VISA INC COM CL AV85,956$17.9M2.19%
10PEPSICO INC COMPEP93,122$16.8M2.07%
11HOME DEPOT INC COMHD50,865$16.1M1.97%
12DUKE ENERGY CORP NEW COM NEWDUKB147,649$15.2M1.87%
13UNION PAC CORP COMUNP71,291$14.8M1.81%
14JPMORGAN CHASE & CO COMVYLD108,488$14.5M1.79%
15COSTCO WHSL CORP NEW COM22160K10529,571$13.5M1.66%
16NIKE INC CL BNKE113,766$13.3M1.64%
17CHEVRON CORP NEW COMCVX71,898$12.9M1.59%
18COCA COLA CO COMKO191,818$12.2M1.50%
19AMAZON COM INC COMAMZN135,676$11.4M1.40%
20ALPHABET INC CAP STK CL AGOOG126,423$11.2M1.37%
21DEERE & CO COMDE23,366$10.0M1.23%
22ACCENTURE PLC IRELAND SHS CLASS AACN36,861$9.8M1.21%
23WASTE MGMT INC DEL COM94106L10959,707$9.4M1.15%
24ISHARES CORE DIVIDEND GROWTH ETF46434V621186,943$9.3M1.15%
25WALT DISNEY CO254687106103,223$9.0M1.10%
26ORACLE CORP COMORCL-PD109,196$8.9M1.10%
27GOLDMAN SACHS GROUP INC COMGSCE25,760$8.8M1.09%
28JPMORGAN ULTRA-SHORT INCOME ETF46641Q837161,993$8.1M1.00%
29EATON CORP PLC SHSETN50,500$7.9M0.97%
30WALMART INC COMWMT53,604$7.6M0.93%
31STRYKER CORPORATION COMSYK30,824$7.5M0.93%
32PALO ALTO NETWORKS INC COMPANW53,919$7.5M0.92%
33VERIZON COMMUNICATIONS INC COMVZ170,193$6.7M0.82%
34ISHARES FLOATING RATE BOND ETF46429B655132,833$6.7M0.82%
35BLACKSTONE GROUP INC COMBX88,779$6.6M0.81%
36TJX COS INC NEW COM87254010982,624$6.6M0.81%
37BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A20,814$6.4M0.79%
38TEXAS INSTRS INC COM88250810438,607$6.4M0.78%
39TRANE TECHNOLOGIES PLC SHSTT37,927$6.4M0.78%
40CISCO SYS INC COMCSCO132,871$6.3M0.78%
41ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND46428755648,066$6.3M0.78%
42DIAGEO PLC SPON ADR NEWDGEAF35,371$6.3M0.77%
43CINTAS CORP COMCTAS13,921$6.3M0.77%
44ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF46434V100129,717$6.2M0.76%
45LOCKHEED MARTIN CORP COMLMT12,707$6.2M0.76%
46STERIS PLC SHS USDSTE30,271$5.6M0.69%
47ISHARES S&P MIDCAP FUND46428750722,835$5.5M0.68%
48ABBOTT LABS COMABLZF48,861$5.4M0.66%
49HERSHEY CO COMHSY23,047$5.3M0.66%
50TRUIST FINL CORP COM89832Q109123,905$5.3M0.66%
51APPLIED MATLS INC COM03822210553,708$5.2M0.64%
52MCDONALDS CORP COMMCD19,600$5.2M0.63%
53S&P GLOBAL INC COMSPGI15,193$5.1M0.63%
54WP CAREY INC COM92936U10963,308$4.9M0.61%
55ALPHABET INC CAP STK CL CGOOG55,448$4.9M0.60%
56CATERPILLAR INC COMCAT19,363$4.6M0.57%
57VANGUARD MID-CAP INDEX FUND92290862922,097$4.5M0.55%
58COMCAST CORP NEW CL ACCZ126,328$4.4M0.54%
59PHILLIPS 66 COMPSX41,830$4.4M0.54%
60ISHARES MSCI INTL QUALITY FACTOR ETF46434V456131,684$4.3M0.52%
61QUEST DIAGNOSTICS INC COMDGX27,224$4.3M0.52%
62DIGITAL RLTY TR INC COM25386810342,156$4.2M0.52%
63NVIDIA CORPORATION COMNVDA24,721$3.6M0.44%
64NORFOLK SOUTHN CORP COM65584410814,060$3.5M0.43%
65SCHWAB CHARLES CORP COMSCHW-PJ40,451$3.4M0.41%
66EOG RES INC COMEOG24,867$3.2M0.40%
67YUM BRANDS INC COMYUM24,158$3.1M0.38%
68KIMBERLY-CLARK CORP COMKMB22,299$3.0M0.37%
69SENSATA TECHNOLOGIES HLDG PLC SHSST68,532$2.8M0.34%
70ISHARES CORE MSCI EMERGING MARKETS ETF46434G10357,830$2.7M0.33%
71ECOLAB INC COMECL18,511$2.7M0.33%
72ZOETIS INC CL AZTS17,638$2.6M0.32%
73BORGWARNER INC COMBWA63,594$2.6M0.31%
74REALTY INCOME CORP COMO40,033$2.5M0.31%
75CME GROUP INC COMCME15,044$2.5M0.31%
76AMERICAN WTR WKS CO INC NEW COM03042010316,112$2.5M0.30%
77BECTON DICKINSON & CO COMBDX9,542$2.4M0.30%
78INVESCO BULLETSHARES 2024 CORPORATE BOND ETFIVZ113,534$2.3M0.29%
79SEMPRA ENERGY COMSREA14,492$2.2M0.28%
80SPDR GOLD SHARESGLD13,059$2.2M0.27%
81ISHARES CORE MSCI EAFE ETF46432F84234,751$2.1M0.26%
82FEDEX CORP COMFDX12,019$2.1M0.26%
83INVESCO BULLETSHARES 2025 CORPORATE BOND ETFIVZ102,572$2.1M0.25%
84INVESCO BULLETSHARES 2026 CORPORATE BOND ETFIVZ106,399$2.0M0.25%
85PAYPAL HLDGS INC COMPYPL28,272$2.0M0.25%
86AMERICAN ELEC PWR CO INC COM02553710121,111$2.0M0.25%
87META PLATFORMS INC CL AMETA15,760$1.9M0.23%
88AMERICAN EXPRESS CO COMAXP12,647$1.9M0.23%
89BROOKFIELD ASSET MGMT INC CL A LTD VT SH11271J10758,750$1.8M0.23%
90PFIZER INC COMPFE35,666$1.8M0.22%
91NEXTERA ENERGY INC COMNEE-PW21,517$1.8M0.22%
92BK OF AMERICA CORP COM06050510453,894$1.8M0.22%
93MARTIN MARIETTA MATLS INC COM5732841065,162$1.7M0.21%
94ROYAL BK CDA COM78008710218,483$1.7M0.21%
95EXXON MOBIL CORP COMXOM15,562$1.7M0.21%
96INVESCO BULLETSHARES 2027 CORPORATE BOND ETFIVZ87,647$1.7M0.20%
97CARLISLE COS INC COM1423391006,750$1.6M0.20%
98VANGUARD SMALL-CAP INDEX FUND9229087518,522$1.6M0.19%
99CENTRAL SECS CORP COM15512310244,763$1.5M0.18%
100BOOKING HOLDINGS INC COMBKNG679$1.4M0.17%
101VANGUARD MID-CAP GROWTH INDEX FUND9229085387,489$1.3M0.17%
102INVESCO BULLETSHARES 2023 CORPORATE BOND ETFIVZ62,004$1.3M0.16%
103CIGNA CORP NEW COM1255231003,896$1.3M0.16%
104COLGATE PALMOLIVE CO COMCL15,949$1.3M0.15%
105RAYTHEON TECHNOLOGIES CORP COMRTX12,339$1.2M0.15%
106CLEAN HARBORS INC COMCLH10,650$1.2M0.15%
107ISHARES RUSSELL MID-CAP ETF46428749916,777$1.1M0.14%
108REGIONS FINANCIAL CORP NEW COMRF-PF50,820$1.1M0.13%
109UNITED PARCEL SERVICE INC CL BUPS6,215$1.1M0.13%
110ENBRIDGE INC COMENNPF27,425$1.1M0.13%
111PNC FINL SVCS GROUP INC COM6934751056,348$1.0M0.12%
112MASTERCARD INCORPORATED CL AMA2,820$980,5990.12%
113GLOBAL PMTS INC COM37940X1029,584$951,8830.12%
114STORE CAP CORP COM86212110029,131$933,9550.11%
115JABIL INC COMJBL13,350$910,4700.11%
116VANGUARD GROWTH INDEX FUND9229087364,185$891,8650.11%
1173M CO COMMMM7,229$866,9020.11%
118FMC CORP COM NEWFMC6,942$866,3650.11%
119AMGEN INC COMAMGN3,191$838,0840.10%
120LULULEMON ATHLETICA INC COMLULU2,595$831,3860.10%
121SHERWIN WILLIAMS CO COMSHW3,465$822,3480.10%
122CAMECO CORP COMCCJ34,944$792,1890.10%
123SPDR S&P 500 ETFSPY1,902$727,3820.09%
124ISHARES RUSSELL 1000 ETF4642876223,400$715,7680.09%
125ISHARES SHORT-TERM NATIONAL MUNI BOND ETF4642881586,826$711,7880.09%
126ISHARES CORE 1-5 YEAR USD BOND ETF46432F85915,282$709,6770.09%
127HALLIBURTON CO COMHAL17,750$698,4630.09%
128BLACKROCK INC COMBLK975$690,9140.08%
129MASTEC INC COMMTZ7,985$681,3600.08%
130GENERAL MLS INC COM3703341048,016$672,1600.08%
131LEMAITRE VASCULAR INC COMLMAT14,407$663,0100.08%
132ISHARES RUSSELL 2000 ETF4642876553,766$656,6400.08%
133PARK NATL CORP COM7006581074,278$602,1410.07%
134BAXTER INTL INC COM07181310911,780$600,4260.07%
135ISHARES S&P SMALL-CAP FUND4642878046,141$581,2130.07%
136PHILIP MORRIS INTL INC COM7181721095,689$575,7840.07%
137CROWN CASTLE INTL CORP NEW COMCCI4,100$556,1240.07%
138FIDELITY MSCI REAL ESTATE INDEX ETF31609285720,919$518,9990.06%
139GENUINE PARTS CO COMGPC2,927$507,8640.06%
140BOEING CO COMBA-PA2,584$492,2260.06%
141DOMINION ENERGY INC COMD7,822$479,6440.06%
142SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF78468R73910,000$469,8000.06%
143ABBVIE INC COMABBV2,857$461,7180.06%
144GENERAL ELECTRIC CO COM3696043015,336$447,1050.05%
145ISHARES MSCI USA MULTIFACTOR ETF46434V28211,363$443,2800.05%
146CSX CORP COMCSX14,217$440,4430.05%
147BRISTOL-MYERS SQUIBB CO COMCELG-RI5,901$424,5770.05%
148SOUTHERN CO COMSOMN5,911$422,0890.05%
149FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK FUND31591280810,296$421,8390.05%
150BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS11300410514,641$419,7570.05%
151PACKAGING CORP AMER COM6951561093,141$401,7650.05%
152GALLAGHER ARTHUR J & CO COM3635761092,116$398,9510.05%
153ISHARES MSCI EAFE ETF4642874656,015$394,7960.05%
154HEALTH CARE SELECT SECTOR SPDR FUND81369Y2092,760$374,9460.05%
155WELLS FARGO CO NEW COM9497461019,042$373,3440.05%
156SMUCKER J M CO COM NEW8326964052,254$357,1690.04%
157CARRIER GLOBAL CORPORATION COMCARR8,653$356,9360.04%
158VANGUARD S&P 500 ETF9229083631,000$351,3400.04%
159ROYAL CARIBBEAN GROUP COMV7780T1037,033$347,6410.04%
160SCHLUMBERGER LTD COMSLB6,468$345,7790.04%
161CONOCOPHILLIPS COMCOP2,879$339,7220.04%
162ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF4642875151,316$336,7530.04%
163ISHARES CURRENCY HEDGED MSCI EAFE ETF46434V80312,438$335,8220.04%
164ISHARES NATIONAL MUNI BOND ETF4642884143,180$335,5540.04%
165ISHARES RUSSELL 1000 GROWTH ETF4642876141,564$335,0710.04%
166MERCK & CO. INC COMMRK2,970$329,5220.04%
167ISHARES CORE U.S. AGGREGATE BOND ETF4642872263,371$326,9080.04%
168VULCAN MATLS CO COM9291601091,781$311,8710.04%
169OTIS WORLDWIDE CORP COMOTIS3,915$306,5840.04%
170PROSHARES ULTRASHORT QQQ74347G73911,585$300,8620.04%
171LOWES COS INC COM5486611071,499$298,6860.04%
172ISHARES MSCI USA SMALL-CAP MULTIFACTOR ETF46434V2905,982$297,0790.04%
173INVESCO QQQ TRUSTIVZ1,110$295,5710.04%
174TECHNOLOGY SELECT SECTOR SPDR FUND81369Y8032,372$295,1730.04%
175AT&T INC COMT-PC15,642$287,9690.04%
176TARGET CORP COMTGT1,898$282,8030.03%
177VANGUARD MID-CAP VALUE INDEX FUND9229085122,088$282,3810.03%
178ALTRIA GROUP INC COMMO6,014$274,9090.03%
179PROSHARES ULTRASHORT S&P50074347G4165,905$271,4530.03%
180ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4642871503,083$261,4340.03%
181UNILEVER PLC SPON ADR NEWUNLYF5,107$257,1580.03%
182HONEYWELL INTL INC COM4385161061,186$254,0630.03%
183ROPER TECHNOLOGIES INC COMROP587$253,6370.03%
184INTERNATIONAL BUSINESS MACHS COMINTR1,779$250,6300.03%
185PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND72201R8332,529$249,4720.03%
186INVESCO FTSE RAFI US 1500A SMALL-MIDA ETFIVZ1,530$242,3670.03%
187STANLEY BLACK & DECKER INC COMSWK3,219$241,8110.03%
188GENTEX CORP COMGNTX8,740$238,3400.03%
189CUMMINS INC COMCMI973$235,7480.03%
190SOUTHERN FIRST BANCSHARES COMSFST5,073$232,0900.03%
191CHECK POINT SOFTWARE TECH LTD ORDM224651041,775$223,9340.03%
192VANGUARD TOTAL STOCK MARKET INDEX FUND9229087691,170$223,6680.03%
193ANTHEM INC COMELV433$222,1160.03%
194ISHARES SELECT DIVIDEND ETF4642871681,765$212,8680.03%
195ISHARES MSCI EMERGING MARKETS ETF4642872345,598$212,1640.03%
196ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF4642886464,248$211,6350.03%
197ISHARES MSCI GLOBAL MULTIFACTOR ETF46434V3166,512$206,8210.03%
198ISHARES S&P 500 GROWTH ETF4642873093,297$192,8910.02%
199ENTERGY CORP NEW COMENO1,708$192,1500.02%
200SYNOVUS FINL CORP COM NEW87161C5014,978$186,9240.02%
201YETI HLDGS INC COMYETI4,475$184,8620.02%
202AON PLC SHS CL AAON610$183,0850.02%
203CVS HEALTH CORP COMCVS1,965$183,0740.02%
204ISHARES CURRENCY HEDGED MSCI EMERGING MARKETS ETF46434G5097,978$183,0270.02%
205VANGUARD FTSE ALL-WORLD EX US INDEX FUND9220427753,625$181,7580.02%
206SOUTH ST CORP COMSSB2,380$181,7260.02%
207FORTUNE BRANDS HOME & SEC INC COMFBIN3,122$178,2970.02%
208ISHARES S&P 100 ETF4642871011,017$173,4700.02%
209ISHARES MSCI USA QUALITY FACTOR ETF46432F3391,510$172,0800.02%
210ISHARES COMEX GOLD TRUSTIAU4,968$171,8570.02%
211SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF78464A8053,600$170,2440.02%
212CONSOLIDATED EDISON INC COMED1,727$164,6000.02%
213ADOBE SYSTEMS INCORPORATED COMADBE484$162,8810.02%
214VANGUARD U.S. MULTIFACTOR ETF9219356071,584$156,5600.02%
215DOW INC COMDOW3,055$153,9410.02%
216ISHARES U.S. CONSUMER GOODS ETF464287812753$152,6930.02%
217FIRST CTZNS BANCSHARES INC N C CL A31946M103200$151,6720.02%
218NETFLIX INC COMNFLX475$140,0680.02%
219HUNT J B TRANS SVCS INC COM445658107800$139,4880.02%
220GENERAL DYNAMICS CORP COMGD562$139,4380.02%
221CORTEVA INC COMCTVA2,358$138,6030.02%
222PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A4671,532$137,8650.02%
223DNP SELECT INCOME FD INC COM23325P10412,025$135,2810.02%
224ISHARES INTERNATIONAL SELECT DIVIDEND ETF4642884484,976$135,1480.02%
225FIDELITY DIVIDEND ETF FOR RISING RATES3160928323,335$132,9190.02%
226COOPER COS INC COM NEW216648402400$132,2680.02%
227WALGREENS BOOTS ALLIANCE INC COM9314271083,375$126,0900.02%
228ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V4073,075$125,7370.02%
229COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y8522,610$125,2540.02%
230ROYAL DUTCH SHELL PLC SPONS ADR ARYDAF2,158$122,9190.02%
231ISHARES PREFERRED AND INCOME SECURITIES ETF4642886874,017$122,6390.02%
232AFLAC INC COMAFL1,682$120,9880.01%
233STARBUCKS CORP COMSBUX1,215$120,5280.01%
234TESLA INC COMTSLA960$118,2530.01%
235IQVIA HLDGS INC COMIQV565$115,7630.01%
236VANGUARD FTSE PACIFIC ETF9220428661,780$114,5430.01%
237WELLTOWER INC COMWELL1,743$114,2540.01%
238ESSENTIAL UTILS INC COM29670G1022,392$114,1700.01%
239ISHARES U.S. REAL ESTATE ETF4642877391,350$113,6570.01%
240CANADIAN NATL RY CO COM136375102950$112,9360.01%
241VANGUARD LARGE-CAP INDEX FUND922908637646$112,5330.01%
242TRACTOR SUPPLY CO COMTSCO500$112,4850.01%
243JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q6542,220$112,1840.01%
244MARKEL CORP COMMKL85$111,9870.01%
245FASTENAL CO COMFAST2,363$111,8170.01%
246ISHARES MSCI INTL VALUE FACTOR ETF46435G4094,817$111,6100.01%
247METTLER TOLEDO INTERNATIONAL COMMTD77$111,3000.01%
248LITTELFUSE INC COMLFUS505$111,2010.01%
249CARDINAL HEALTH INC COMCAH1,401$107,6950.01%
250THERMO FISHER SCIENTIFIC INC COMTMO195$107,3850.01%
251ISHARES U.S. TREASURY BOND ETF46429B2674,715$107,1250.01%
252XCEL ENERGY INC COMXELLL1,508$105,7260.01%
253VANGUARD FTSE DEVELOPED MARKETS ETF9219438582,508$105,2610.01%
254UTILITIES SELECT SECTOR SPDR FUND81369Y8861,459$102,8600.01%
255STRIVE 500 ETFSATA4,199$101,8680.01%
256FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTING33734X1921,767$101,7680.01%
257DUPONT DE NEMOURS INC COMDD1,475$101,2390.01%
258ALERIAN MLP ETF00162Q4522,645$100,6950.01%
259CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y407768$99,1950.01%
260SIGNATURE BK NEW YORK N Y COM82669G104851$98,0520.01%
261SONOCO PRODS CO COM8354951021,602$97,2290.01%
262ISHARES MSCI GLOBAL MIN VOL FACTOR ETF4642865251,000$95,0200.01%
263OGE ENERGY CORP COMOGE2,400$94,9200.01%
264MCCORMICK & CO INC COM NON VTGMKC-V1,140$94,4950.01%
265PPG INDS INC COM693506107729$91,6640.01%
266DANAHER CORPORATION COM235851102343$91,0390.01%
267CANADIAN IMP BK COMM COMCNDIF2,250$91,0130.01%
268BLACKROCK ULTRA SHORT-TERM BOND ETF46434V8781,735$86,8190.01%
269CANADIAN PAC RY LTD COM13645T1001,153$86,0020.01%
270WEYERHAEUSER CO MTN BE COM NEWWY2,723$84,4130.01%
271RIO TINTO PLC SPONSORED ADRRTNTF1,185$84,3720.01%
272LIVENT CORP COMLIVG4,214$83,7320.01%
273HAWAIIAN ELEC INDUSTRIES COM4198701002,000$83,7000.01%
274EMERSON ELEC CO COMEMR860$82,6120.01%
275MAIN STR CAP CORP COM56035L1042,206$81,5210.01%
276NUCOR CORP COMNUE610$80,3890.01%
277FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF316092808840$79,3880.01%
278MONDELEZ INTL INC CL A6092071051,157$77,1140.01%
279VANGUARD SMALL-CAP GROWTH INDEX FUND922908595382$76,5930.01%
280MEDTRONIC PLC SHSMDT970$75,3530.01%
281CONAGRA BRANDS INC COMCAG1,940$75,0780.01%
282ISHARES SILVER TRUSTSLV3,400$74,8680.01%
283FIRST REP BK SAN FRANCISCO CAL COM33616C100611$74,4750.01%
284FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ET3160922041,297$73,5350.01%
285CORNING INC COMGLW2,292$73,2060.01%
286NOVARTIS AG SPONSORED ADRNVSEF800$72,5760.01%
287BROWN FORMAN CORP CL BBF-B1,092$71,7230.01%
288REAVES UTIL INCOME FD COM SH BEN INT7561581012,500$70,6750.01%
289SPROTT PHYSICAL GOLD TR UNITSII5,000$70,5000.01%
290INTEL CORP COMINTC2,651$70,0730.01%
291ISHARES U.S. FINANCIALS ETF464287788925$69,8100.01%
292LIVE NATION ENTERTAINMENT INC COMLYV1,000$69,7400.01%
293FLOWSERVE CORP COMFLS2,250$69,0300.01%
294ISHARES RUSSELL MID-CAP GROWTH ETF464287481800$66,8800.01%
295CHARTER COMMUNICATIONS INC NEW CL A16119P108197$66,8030.01%
296PAYCHEX INC COMPAYX571$65,9850.01%
297METLIFE INC COMMET-PF910$65,8570.01%
298TRANSDIGM GROUP INC COMTDG104$65,4840.01%
299PUBLIC SVC ENTERPRISE GRP INC COM7445731061,055$64,6400.01%
300MARATHON PETE CORP COMMARA545$63,4200.01%
301ENERGY SELECT SECTOR SPDR FUND81369Y506725$63,4130.01%
302CONCENTRIX CORP COMCNXC474$63,1180.01%
303ISHARES U.S. TECHNOLOGY ETF464287721846$63,0190.01%
304VANGUARD DIVIDEND APPRECIATION INDEX FUND921908844415$63,0180.01%
305MONSTER BEVERAGE CORP NEW COMMNST620$62,9490.01%
306BP PLC SPONSORED ADRBPPFF1,794$62,6640.01%
307IDEXX LABS INC COM45168D104150$61,1940.01%
308ISHARES MSCI ACWI EX US INDEX FUND4642882401,310$59,6050.01%
309MCGRATH RENTCORP COMMGRC600$59,2440.01%
310ENOVIX CORPORATION COMENVX4,700$58,4680.01%
311ISHARES 20 YEAR TREASURY BOND ETF464287432587$58,4420.01%
312FIRST MERCHANTS CORP COMFRMEP1,400$57,5540.01%
313ENTERPRISE PRODS PARTNERS L P COM2937921072,363$56,9950.01%
314CHURCH & DWIGHT CO INC COMCHD706$56,9110.01%
315ILLINOIS TOOL WKS INC COM452308109257$56,6170.01%
316CAMPBELL SOUP CO COMCPB991$56,2390.01%
317T-MOBILE US INC COMTMUSZ399$55,8600.01%
318VANGUARD VALUE INDEX FUND922908744396$55,5870.01%
319ISHARES S&P SMALL-CAP 600 VALUE ETF464287879608$55,5160.01%
320MANULIFE FINL CORP COM56501R1063,081$54,9650.01%
321PARKER-HANNIFIN CORP COMPH188$54,7740.01%
322STAR GROUP L P UNIT LTD PARTNRSGU4,500$54,2250.01%
323WEC ENERGY GROUP INC COMWEC575$53,9120.01%
324FIRST TRUST LARGE CAP CORE ALPHADEX FUND33734K109670$53,6470.01%
325LAMB WESTON HLDGS INC COMLW599$53,5270.01%
326ISHARES MSCI USA ESG SELECT ETF464288802650$53,5080.01%
327INVESCO S&P 500 QUALITY ETFIVZ1,205$53,0200.01%
328LAM RESEARCH CORP COMLRCX123$51,6970.01%
329AMERISOURCEBERGEN CORP COMCOR305$50,5420.01%
330ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396344$50,2000.01%
331AVANTIS U.S. SMALL CAP VALUE ETF025072877670$49,9220.01%
332SPDR PORTFOLIO S&P 500 GROWTH ETF78464A409973$49,3020.01%
333FIRST AMERN FINL CORP COM31847R102936$48,9900.01%
334ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF464287242464$48,9200.01%
335AUTOMATIC DATA PROCESSING INC COMADP201$48,0110.01%
336ISHARES S&P SMALL-CAP 600 GROWTH ETF464287887443$47,8750.01%
337ISHARES RUSSELL MID-CAP VALUE ETF464287473450$47,4030.01%
338SYNNEX CORP COMSNX500$47,3550.01%
339COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH805$46,0380.01%
340ENERGY TRANSFER L P COM UT LTD PTNET-PI3,840$45,5810.01%
341BROADCOM INC COMAVGO81$45,2900.01%
342ARCHER DANIELS MIDLAND CO COMADM479$44,4750.01%
343ISHARES U.S. MEDICAL DEVICES ETF464288810843$44,3100.01%
344SPDR S&P MIDCAP 400 ETFMDY100$44,2790.01%
345EDWARDS LIFESCIENCES CORP COMEW590$44,0200.01%
346GLAXOSMITHKLINE PLC SPONSORED ADRGLAXF1,247$43,8200.01%
347TETRA TECH INC NEW COMTTEK300$43,5570.01%
348EASTMAN CHEM CO COMEMN534$43,4890.01%
349VICI PPTYS INC COM9256521091,329$43,0680.01%
350SOUTHSIDE BANCSHARES INC COMSBSI1,190$42,8280.01%
351STOCK YDS BANCORP INC COM861025104658$42,7570.01%
352NORTHROP GRUMMAN CORP COMNOC78$42,5580.01%
353UNIVERSAL CORP VA COMUVV800$42,2480.01%
354LINDE PLC SHSLIN127$41,4250.01%
355CHENIERE ENERGY INC COM NEWLNG260$38,9900.00%
356ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF46435G4331,125$38,9250.00%
357ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF464288620790$38,7970.00%
358SERVICE PPTYS TR COM SH BEN INT81761L1025,250$38,2730.00%
359ORGANON & CO COMMON STOCKOGN1,361$37,9990.00%
360EVERGY INC COMEVRG599$37,6950.00%
361NUVEEN ESG LARGE-CAP VALUE ETFNU1,100$37,6640.00%
362INVESCO S&P ULTRA DIVIDEND REVENUE ETFIVZ850$37,0350.00%
363ISHARES MSCI EAFE MIN VOL FACTOR ETF46429B689575$36,5610.00%
364ISHARES 1-3 YEAR TREASURY BOND ETF464287457450$36,5270.00%
365CITIGROUP INC COM NEWC-PR801$36,2290.00%
366KINDER MORGAN INC DEL COMEP-PC2,000$36,1600.00%
367INTERNATIONAL FLAVORS&FRAGRANC COM459506101343$35,9600.00%
368ISHARES MSCI KLD 400 SOCIAL ETF464288570500$35,8950.00%
369SILVERGATE CAP CORP CL A82837P4082,060$35,8440.00%
370ADVANCED MICRO DEVICES INC COMAMD546$35,3640.00%
371L3HARRIS TECHNOLOGIES INC COMLHX169$35,1870.00%
372VANGUARD CONSUMER DISCRETIONARY ETF92204A108159$34,9070.00%
373EMBECTA CORP COMMON STOCKEMBC1,364$34,4960.00%
374ISHARES EUROPE ETF464287861753$34,0980.00%
375ISHARES S&P MID-CAP 400 GROWTH ETF464287606495$33,8090.00%
376FIDELITY MSCI HEALTH CARE INDEX ETF316092600526$33,6490.00%
377KONINKLIJKE PHILIPS N V NY REG SH NEWRYLPF2,197$32,9330.00%
378PRUDENTIAL FINL INC COMPUKPF331$32,9210.00%
379ATMOS ENERGY CORP COMATO293$32,8370.00%
380PROLOGIS INC. COMPLDGP291$32,8040.00%
381WATSCO INC COMWSO-B130$32,4220.00%
382VISHAY INTERTECHNOLOGY INC COMVSH1,475$31,8160.00%
383YUM CHINA HLDGS INC COMYUMC575$31,4480.00%
384CENTERPOINT ENERGY INC COMCNP1,037$31,1000.00%
385MICROCHIP TECHNOLOGY INC. COMMCHPP440$30,9100.00%
386CHUBB LIMITED COMCB139$30,6630.00%
387NOVO-NORDISK A S ADRNONOF225$30,4520.00%
388EATON VANCE ENHANCED EQUITY IN COMETN2,020$30,1580.00%
389SONY GROUP CORPORATION SPONSORED ADRSNEJF394$30,0540.00%
390ISHARES CORE MSCI EUROPE ETF46434V738628$29,8500.00%
391ISHARES U.S. BASIC MATERIALS ETF464287838236$29,4460.00%
392NUVEEN ESG LARGE-CAP GROWTH ETFNU600$29,3340.00%
393ISHARES S&P MID-CAP 400 VALUE ETF464287705289$29,1310.00%
394DOLLAR GEN CORP NEW COM256677105118$29,0580.00%
395WARNER BROS DISCOVERY INC COM SER AWBD3,009$28,5250.00%
396QUALCOMM INC COMQCOM259$28,5220.00%
397QUANTA SVCS INC COM74762E102200$28,5000.00%
398FISERV INC COMFISV281$28,4010.00%
399CABOT OIL & GAS CORP COMCTRA1,144$28,1080.00%
400EMCOR GROUP INC COMEME188$27,8450.00%
401FRANCO NEV CORP COMFNV200$27,2960.00%
402ONEOK INC NEW COMOKE398$26,1490.00%
403SPDR S&P DIVIDEND ETF78464A763207$25,9420.00%
404SYSCO CORP COMSYY337$25,7640.00%
405VANGUARD REAL ESTATE ETF922908553312$25,7340.00%
406ISHARES RUSSELL 1000 VALUE ETF464287598169$25,6290.00%
407KRANESHARES GLOBAL CARBON ETF500767678700$25,5290.00%
408EVERSOURCE ENERGY COMES302$25,3200.00%
409DTE ENERGY CO COMDTK213$25,0340.00%
410BHP GROUP LTD SPONSORED ADSBHPLF400$24,8200.00%
411VENTAS INC COMVTR531$23,9220.00%
412SITIO ROYALTIES CORP CLASS A COM82983N108827$23,8590.00%
413MASTERBRAND INC COMMON STOCKMBC3,122$23,5710.00%
414FREEPORT-MCMORAN INC CL BFCX608$23,1050.00%
415KRAFT HEINZ CO COMKHC559$22,7570.00%
416WATERS CORP COM94184810365$22,2680.00%
417LEGGETT & PLATT INC COMLEG680$21,9160.00%
418NEWMONT CORP COMNEMCL461$21,7590.00%
419PERKINELMER INC COMRVTY154$21,5940.00%
420FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND33738R118450$21,5010.00%
421NISOURCE INC COMNI750$20,5650.00%
422LEXINGTON REALTY TRUST COMLXP-PC1,985$19,8900.00%
423RAYONIER INC COMRYN600$19,7760.00%
424WALKER & DUNLOP INC COMWD247$19,4220.00%
425STAAR SURGICAL CO COM PAR $0.01STAA400$19,4160.00%
426ISHARES S&P 500 VALUE ETF464287408132$19,1490.00%
427FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX33733E302155$19,0880.00%
428PROGRESSIVE CORP COM743315103147$19,0670.00%
429HORMEL FOODS CORP COMHRL416$18,9490.00%
430VANGUARD FTSE EMERGING MARKETS ETF922042858480$18,7100.00%
431AGNICO EAGLE MINES LTD COMAEM358$18,6120.00%
432PROSHARES ULTRA FINANCIALS74347X633400$18,2440.00%
433COMPASS DIVERSIFIED SH BEN INTCODI-PC1,000$18,2300.00%
434KLA CORP COM NEWKLAC48$18,0970.00%
435FORD MTR CO DEL COM3453708601,550$18,0240.00%
436VANECK JUNIOR GOLD MINERS ETF92189F791500$17,8250.00%
437STRIVE 1000 DIVIDEND GROWTH ETF02072L581690$17,7330.00%
438OCCIDENTAL PETE CORP COM674599105281$17,7000.00%
439BCE INC COM NEWBCPPF400$17,5800.00%
440TYSON FOODS INC CL ATSN280$17,4300.00%
441ALLSTATE CORP COMALL-PJ128$17,3570.00%
442VANECK VECTORS GOLD MINERS ETF92189F106600$17,1960.00%
443GENERAL MTRS CO COM37045V100508$17,0890.00%
444ISHARES MORNINGSTAR SMALL-CAP ETF464288505372$16,9630.00%
445WABTEC COM929740108169$16,8680.00%
446ISHARES U.S. INDUSTRIALS ETF464287754174$16,7840.00%
447VERTIV HOLDINGS CO COM CL AVRT1,200$16,3920.00%
448ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288638330$16,3380.00%
449CRISPR THERAPEUTICS AG NAMEN AKTCRSP399$16,2190.00%
450V F CORP COMVFC586$16,1800.00%
451ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY183$16,1200.00%
452X-TRACKERS MSCI EAFE HEDGED EQUITY ETF233051200500$16,1150.00%
453PIONEER NAT RES CO COM72378710770$15,9870.00%
454OLD DOMINION FREIGHT LINE INC COMODFL55$15,7460.00%
455GENERAC HLDGS INC COMGNRC154$15,5020.00%
456VALMONT INDS INC COM92025310146$15,2110.00%
457COMERICA INC COM200340107226$15,1080.00%
458ISHARES RUSSELL TOP 200 GROWTH ETF464289438125$15,0660.00%
459BUNGE LIMITED COMBG150$14,9660.00%
460MPLX LP COM UNIT REP LTDMPLXP453$14,8770.00%
461INTERPUBLIC GROUP COS INC COMINTR442$14,7230.00%
462ISHARES U.S. CONSUMER SERVICES ETF464287580255$14,5250.00%
463ISHARES RUSSELL TOP 200 VALUE ETF464289420222$14,4230.00%
464TRAVELERS COMPANIES INC COMTRV76$14,2490.00%
465FINANCIAL SELECT SECTOR SPDR FUND81369Y605410$14,0220.00%
466WESTERN UN CO COMWU1,017$14,0050.00%
467SYNOPSYS INC COMSNPS43$13,7290.00%
468ISHARES GLOBAL TECH ETF464287291300$13,4490.00%
469PIMCO INCOME STRATEGY FD II COM72201J1041,900$13,4330.00%
470TRINITY INDS INC COM896522109450$13,3070.00%
471FIRST HORIZON CORPORATION COMFHN-PH536$13,1320.00%
472ALCON AG ORD SHSALC191$13,0930.00%
473ALGONQUIN PWR UTILS CORP COM0158571052,000$13,0400.00%
474TORONTO DOMINION BK ONT COM NEWTORO200$12,9520.00%
475ISHARES MSCI PACIFIC EX JAPAN ETF464286665300$12,8370.00%
476HEALTHCARE RLTY TR CL A COM42226K105665$12,8150.00%
477CHIPOTLE MEXICAN GRILL INC COMCMG9$12,4870.00%
478TORO CO COMTORO110$12,4520.00%
479TE CONNECTIVITY LTD REG SHSTEL107$12,2840.00%
480SALESFORCE COM INC COMCRM92$12,1980.00%
481HALEON PLC SPON ADSHLNCF1,519$12,1520.00%
482NETAPP INC COMNTAP202$12,1320.00%
483FRESENIUS MED CARE AG&CO KGAA SPONSORED ADRFMCQF742$12,1240.00%
484WHEATON PRECIOUS METALS CORP COMWPM300$11,7240.00%
485NVENT ELECTRIC PLC SHSNVT301$11,5980.00%
486MID-AMER APT CMNTYS INC COM59522J10373$11,4650.00%
487JOHNSON CTLS INTL PLC SHSG51502105179$11,4560.00%
488BALL CORP COMBALL223$11,4040.00%
489ANSYS INC COM03662Q10547$11,3550.00%
490ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F834196$11,3440.00%
491US BANCORP DEL COM NEWUSB-PS260$11,3390.00%
492ISHARES EXPANDED TECH SECTOR ETF46428754940$11,2000.00%
493OCONEE FED FINL CORP COM675607105500$11,1600.00%
494FIRST CMNTY CORP S C COM319835104508$11,1200.00%
495VIATRIS INC COMVTRS997$11,1010.00%
496INTERCONTINENTAL EXCHANGE INC COM45866F104108$11,0800.00%
497NORTONLIFELOCK INC COMGENVR514$11,0150.00%
498CELANESE CORP DEL COMCE108$11,0020.00%
499EASTGROUP PPTYS INC COM27727610174$10,9510.00%
500WISDOMTREE U.S. MIDCAP FUNDWT225$10,9400.00%