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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 Co / SC

Quarter ended Q1 2024 · Filed May 14, 2024 · Accession 0001398344-24-009335

Total Value
$534.2M
Positions
984
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC COMAAPL131,030$22.5M4.27%
2MICROSOFT CORP COMMSFT53,360$22.4M4.26%
3HUMANA INC COMHUM44,710$15.5M2.94%
4LILLY ELI & CO COMLLY17,852$13.9M2.64%
5ISHARES CORE S&P 500 ETF46428720022,622$11.9M2.26%
6AMAZON COM INC COMAMZN53,447$9.6M1.83%
7JPMORGAN CHASE & CO COMVYLD43,904$8.8M1.67%
8HOME DEPOT INC COMHD21,153$8.1M1.54%
9VISA INC COM CL AV28,985$8.1M1.54%
10ISHARES CORE DIVIDEND GROWTH ETF46434V621132,910$7.7M1.47%
11ALPHABET INC CAP STK CL AGOOG50,023$7.5M1.43%
12JOHNSON & JOHNSON COMJNJ47,431$7.5M1.42%
13UNITEDHEALTH GROUP INC COMUNH14,694$7.3M1.38%
14EATON CORP PLC SHSETN23,164$7.2M1.38%
15NVIDIA CORPORATION COMNVDA7,476$6.8M1.28%
16UNION PAC CORP COMUNP26,632$6.5M1.24%
17COSTCO WHSL CORP NEW COM22160K1058,658$6.3M1.20%
18PEPSICO INC COMPEP34,131$6.0M1.13%
19WASTE MGMT INC DEL COM94106L10927,976$6.0M1.13%
20ACCENTURE PLC IRELAND SHS CLASS AACN17,196$6.0M1.13%
21ORACLE CORP COMORCL-PD47,148$5.9M1.12%
22PHILLIPS 66 COMPSX36,081$5.9M1.12%
23ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF46434V100116,883$5.8M1.09%
24PALO ALTO NETWORKS INC COMPANW19,640$5.6M1.06%
25ISHARES FLOATING RATE BOND ETF46429B655108,580$5.5M1.05%
26PROCTER AND GAMBLE CO COM74271810933,918$5.5M1.05%
27AMERIPRISE FINL INC COM03076C10612,216$5.4M1.02%
28APPLIED MATLS INC COM03822210525,610$5.3M1.00%
29BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A12,368$5.2M0.99%
30CHEVRON CORP NEW COMCVX32,733$5.2M0.98%
31META PLATFORMS INC CL AMETA10,275$5.0M0.95%
32DUKE ENERGY CORP NEW COM NEWDUKB49,866$4.8M0.92%
33CONOCOPHILLIPS COMCOP36,808$4.7M0.89%
34WALMART INC COMWMT76,845$4.6M0.88%
35JPMORGAN ULTRA-SHORT INCOME ETF46641Q83789,867$4.5M0.86%
36ISHARES S&P MIDCAP FUND46428750774,116$4.5M0.85%
37GOLDMAN SACHS GROUP INC COMGSCE10,649$4.4M0.84%
38BLACKSTONE GROUP INC COMBX33,424$4.4M0.83%
39TRANE TECHNOLOGIES PLC SHSTT14,382$4.3M0.82%
40ALPHABET INC CAP STK CL CGOOG27,864$4.2M0.81%
41CINTAS CORP COMCTAS6,121$4.2M0.80%
42AIR PRODS & CHEMS INC COMAIIR16,934$4.1M0.78%
43STRYKER CORPORATION COMSYK11,270$4.0M0.77%
44COCA COLA CO COMKO65,635$4.0M0.76%
45WALT DISNEY CO25468710631,753$3.9M0.74%
46TJX COS INC NEW COM87254010934,832$3.5M0.67%
47ISHARES MSCI INTL QUALITY FACTOR ETF46434V45688,480$3.5M0.67%
48COMCAST CORP NEW CL ACCZ78,245$3.4M0.64%
49SPDR S&P 500 ETFSPY6,343$3.3M0.63%
50TEXAS INSTRS INC COM88250810418,990$3.3M0.63%
51LOCKHEED MARTIN CORP COMLMT7,200$3.3M0.62%
52AMERICAN EXPRESS CO COMAXP13,042$3.0M0.56%
53CISCO SYS INC COMCSCO59,386$3.0M0.56%
54NIKE INC CL BNKE31,009$2.9M0.55%
55ISHARES CORE U.S. AGGREGATE BOND ETF46428722628,821$2.8M0.54%
56LOWES COS INC COM54866110710,984$2.8M0.53%
57HERSHEY CO COMHSY13,361$2.6M0.49%
58SCHWAB CHARLES CORP COMSCHW-PJ34,299$2.5M0.47%
59EDWARDS LIFESCIENCES CORP COMEW25,958$2.5M0.47%
60EXXON MOBIL CORP COMXOM21,244$2.5M0.47%
61NEXTERA ENERGY INC COMNEE-PW38,625$2.5M0.47%
62FEDEX CORP COMFDX8,246$2.4M0.45%
63STERIS PLC SHS USDSTE10,073$2.3M0.43%
64VERIZON COMMUNICATIONS INC COMVZ51,233$2.1M0.41%
65EOG RES INC COMEOG16,755$2.1M0.41%
66INVESCO BULLETSHARES 2027 CORPORATE BOND ETFIVZ103,265$2.0M0.38%
67INVESCO BULLETSHARES 2026 CORPORATE BOND ETFIVZ103,335$2.0M0.38%
68ZOETIS INC CL AZTS11,357$1.9M0.36%
69ISHARES RUSSELL 1000 GROWTH ETF4642876145,641$1.9M0.36%
70ISHARES S&P SMALL-CAP FUND46428780417,176$1.9M0.36%
71INVESCO BULLETSHARES 2025 CORPORATE BOND ETFIVZ91,431$1.9M0.35%
72MERCK & CO. INC COMMRK14,043$1.9M0.35%
73CME GROUP INC COMCME8,385$1.8M0.34%
74VANGUARD MID-CAP GROWTH INDEX FUND9229085387,648$1.8M0.34%
75RAYTHEON TECHNOLOGIES CORP COMRTX18,349$1.8M0.34%
76INVESCO BULLETSHARES 2028 CORPORATE BOND ETFIVZ87,610$1.8M0.33%
77ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G76429,876$1.7M0.33%
78BORGWARNER INC COMBWA48,656$1.7M0.32%
79ADOBE SYSTEMS INCORPORATED COMADBE3,307$1.7M0.32%
80ABBVIE INC COMABBV8,917$1.6M0.31%
81ECOLAB INC COMECL6,915$1.6M0.30%
82ISHARES CORE MSCI EAFE ETF46432F84221,441$1.6M0.30%
83ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND46428755611,006$1.5M0.29%
84ISHARES RUSSELL 1000 VALUE ETF4642875988,398$1.5M0.29%
85TRUIST FINL CORP COM89832Q10938,577$1.5M0.29%
86MARTIN MARIETTA MATLS INC COM5732841062,421$1.5M0.28%
87PUBLIC STORAGE OPER CO COMPSA-PS4,898$1.4M0.27%
88BOOKING HOLDINGS INC COMBKNG387$1.4M0.27%
89DIAGEO PLC SPON ADR NEWDGEAF8,961$1.3M0.25%
90MCDONALDS CORP COMMCD4,710$1.3M0.25%
91PFIZER INC COMPFE46,030$1.3M0.24%
92DEERE & CO COMDE2,936$1.2M0.23%
93CATERPILLAR INC COMCAT3,188$1.2M0.22%
94AMERICAN ELEC PWR CO INC COM02553710113,316$1.1M0.22%
95INVESCO BULLETSHARES 2024 CORPORATE BOND ETFIVZ52,741$1.1M0.21%
96BROADCOM INC COMAVGO833$1.1M0.21%
97KENVUE INC COMKVUE49,486$1.1M0.20%
98REALTY INCOME CORP COMO19,106$1.0M0.20%
99BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS11300410524,558$1.0M0.20%
100HALLIBURTON CO COMHAL25,218$994,0940.19%
101UNITED PARCEL SERVICE INC CL BUPS6,652$988,7530.19%
102AMGEN INC COMAMGN3,409$969,2040.18%
103LULULEMON ATHLETICA INC COMLULU2,461$961,3900.18%
104CIGNA CORP NEW COM1255231002,624$953,0110.18%
105QUALCOMM INC COMQCOM5,579$944,5300.18%
106ISHARES CORE 1-5 YEAR USD BOND ETF46432F85919,711$935,0900.18%
107S&P GLOBAL INC COMSPGI2,159$918,4020.17%
108REGIONS FINANCIAL CORP NEW COMRF-PF43,518$915,6250.17%
109SENSATA TECHNOLOGIES HLDG PLC SHSST24,736$908,8010.17%
110THERMO FISHER SCIENTIFIC INC COMTMO1,563$908,1670.17%
111CARLISLE COS INC COM1423391002,253$882,9600.17%
112ISHARES RUSSELL MID-CAP VALUE ETF4642874737,036$881,8620.17%
113MEDTRONIC PLC SHSMDT9,995$871,0640.17%
114ABBOTT LABS COMABLZF7,478$849,9610.16%
115INVESCO BULLETSHARES 2029 CORPORATE BOND ETFIVZ44,150$807,9450.15%
116BLACKROCK INC COMBLK965$804,5210.15%
117CSX CORP COMCSX21,651$802,6030.15%
118ISHARES RUSSELL MID-CAP GROWTH ETF4642874816,984$797,1450.15%
119AUTOMATIC DATA PROCESSING INC COMADP3,173$792,4250.15%
120INTERNATIONAL BUSINESS MACHS COMINTR4,024$768,4230.15%
121WP CAREY INC COM92936U10913,587$766,8360.15%
122SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X88921,149$757,9800.14%
123SPDR GOLD SHARESGLD3,606$741,8260.14%
124ISHARES MSCI EAFE ETF4642874659,201$734,8230.14%
125GENERAL ELECTRIC CO COM3696043014,030$707,4320.13%
126VANGUARD MID-CAP VALUE INDEX FUND9229085124,435$691,4610.13%
127BECTON DICKINSON & CO COMBDX2,787$689,6610.13%
128INVESCO QQQ TRUSTIVZ1,548$687,3270.13%
129ISHARES CORE MSCI EMERGING MARKETS ETF46434G10313,224$682,3710.13%
130GENERAL DYNAMICS CORP COMGD2,295$648,2810.12%
131NORFOLK SOUTHN CORP COM6558441082,534$645,7830.12%
132VANGUARD TOTAL BOND MARKET INDEX FUND9219378358,886$645,3900.12%
133ISHARES CORE S&P U.S. GROWTH ETF4642876715,346$626,6050.12%
134DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V70818,578$593,5510.11%
135ELEVANCE HEALTH INCELV1,142$592,3900.11%
136QUEST DIAGNOSTICS INC COMDGX4,380$582,9670.11%
137AFLAC INC COMAFL6,782$582,3040.11%
138UNILEVER PLC SPON ADR NEWUNLYF11,393$571,8150.11%
139INVESCO BULLETSHARES 2030 CORPORATE BOND ETFIVZ34,250$561,3580.11%
140VANGUARD GROWTH INDEX FUND9229087361,605$552,4410.10%
141BRISTOL-MYERS SQUIBB CO COMCELG-RI10,169$551,4650.10%
142KIMBERLY-CLARK CORP COMKMB4,176$540,1490.10%
143ISHARES RUSSELL TOP 200 GROWTH ETF4642894382,741$534,7690.10%
144PNC FINL SVCS GROUP INC COM6934751053,282$530,3100.10%
145VANGUARD VALUE INDEX FUND9229087443,190$519,5230.10%
146BK OF AMERICA CORP COM06050510413,592$515,4170.10%
147ANALOG DEVICES INC COMADI2,582$510,6940.10%
148ISHARES RUSSELL 2000 GROWTH ETF4642876481,868$505,8540.10%
149ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF4642885136,447$501,1250.10%
150ISHARES RUSSELL 2000 VALUE ETF4642876303,160$498,8060.09%
151NASDAQ INC COMNDAQ7,903$498,6640.09%
152REPUBLIC SVCS INC COM7607591002,581$494,1070.09%
153ISHARES COMEX GOLD TRUSTIAU11,376$477,9060.09%
154VANGUARD SMALL-CAP INDEX FUND9229087512,078$475,0510.09%
155PHILIP MORRIS INTL INC COM7181721095,138$470,7690.09%
156INVESCO BULLETSHARES 2031 CORPORATE BOND ETFIVZ28,750$463,4500.09%
157JPMORGAN EQUITY PREMIUM INCOME FUND JPMORGAN EQUITY PREMIUM INCOME FUND46641Q3327,978$461,6070.09%
158VANGUARD MID-CAP INDEX FUND9229086291,840$459,6840.09%
159GENUINE PARTS CO COMGPC2,965$459,3670.09%
160DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF25434V88017,739$451,2760.09%
161DIMENSIONAL US MARKETWIDE VALUE ETF25434V72410,920$446,6280.08%
162ALTRIA GROUP INC COMMO10,126$441,6960.08%
163FISERV INC COMFISV2,741$438,0070.08%
164GENTEX CORP COMGNTX12,020$434,1620.08%
165BOOZ ALLEN HAMILTON HLDG CORP CL ABAH2,914$432,5540.08%
166ISHARES S&P SMALL-CAP 600 VALUE ETF4642878794,200$431,5920.08%
167ISHARES SHORT-TERM NATIONAL MUNI BOND ETF4642881584,025$421,6990.08%
168EMCOR GROUP INC COMEME1,198$419,5400.08%
169PAYCHEX INC COMPAYX3,406$418,2570.08%
170SPDR S&P MIDCAP 400 ETFMDY748$416,3060.08%
171YUM BRANDS INC COMYUM2,880$399,2470.08%
172VANGUARD INFORMATION TECHNOLOGY ETF92204A702754$395,3520.08%
173FERGUSON PLC NEW SHSG3421J1061,788$391,4830.07%
174MICROCHIP TECHNOLOGY INC. COMMCHPP4,349$390,1490.07%
175VANGUARD S&P 500 ETF922908363810$389,3670.07%
176L3HARRIS TECHNOLOGIES INC COMLHX1,824$388,7010.07%
177AVANTIS U.S. SMALL CAP VALUE ETF0250728774,130$387,0220.07%
178ENBRIDGE INC COMENNPF10,423$377,1040.07%
179INTEL CORP COMINTC8,461$373,7220.07%
180VANGUARD REAL ESTATE ETF9229085534,312$372,9020.07%
181PACKAGING CORP AMER COM6951561091,925$365,3270.07%
182MASTERCARD INCORPORATED CL AMA757$364,7350.07%
183GLAXOSMITHKLINE PLC SPONSORED ADRGLAXF8,481$363,5800.07%
184ISHARES RUSSELL TOP 200 VALUE ETF4642894204,704$359,0090.07%
185FIDELITY MSCI REAL ESTATE INDEX ETF31609285713,725$358,0850.07%
186SHERWIN WILLIAMS CO COMSHW1,028$357,0550.07%
187COLGATE PALMOLIVE CO COMCL3,913$352,3660.07%
188SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R8538,000$344,3200.07%
189METLIFE INC COMMET-PF4,597$340,6600.06%
190ISHARES CORE DIVIDEND ETF46435U8617,604$338,3780.06%
191DOMINION ENERGY INC COMD6,841$336,5270.06%
192TRAVELERS COMPANIES INC COMTRV1,458$335,5980.06%
193ISHARES CORE S&P US VALUE ETF4642876633,689$333,6330.06%
194INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETFIVZ16,247$332,7390.06%
195HONEYWELL INTL INC COM4385161061,617$331,9790.06%
196INTUIT COMINTU504$327,4920.06%
197STARBUCKS CORP COMSBUX3,575$326,7140.06%
198ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V4077,653$325,6350.06%
199NUCOR CORP COMNUE1,643$325,1500.06%
200ISHARES RUSSELL 2000 ETF4642876551,539$323,6280.06%
201CVS HEALTH CORP COMCVS4,048$322,8680.06%
202RAYMOND JAMES FINL INC COM7547301092,530$322,3220.06%
203ROYAL BK CDA COM7800871023,194$322,2110.06%
204AVERY DENNISON CORP COMAVY1,421$318,6450.06%
205NOVO-NORDISK A S ADRNONOF2,457$315,5110.06%
206AT&T INC COMT-PC17,823$313,6850.06%
207LITTELFUSE INC COMLFUS1,285$311,4200.06%
208CAMECO CORP COMCCJ7,183$311,1680.06%
209ISHARES MSCI USA MIN VOL FACTOR ETF46429B6973,706$309,7470.06%
210ISHARES MSCI JAPAN ETF46434G8224,313$308,8540.06%
211ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF4642886465,967$305,9880.06%
212ARCHER DANIELS MIDLAND CO COMADM4,852$304,7540.06%
213NOVARTIS AG SPONSORED ADRNVSEF3,147$304,4090.06%
214INVESCO BULLETSHARES 2032 CORPORATE BOND ETFIVZ15,000$303,7500.06%
215CARRIER GLOBAL CORPORATION COMCARR5,161$300,0090.06%
216ROYAL CARIBBEAN GROUP COMV7780T1032,135$296,7860.06%
217VULCAN MATLS CO COM9291601091,084$295,9010.06%
218DANAHER CORPORATION COM2358511021,184$295,6680.06%
219SPDR BLOOMBERG BARCLAYS SHORT TERM HIGH YIELD BOND ETF78468R40811,700$295,0770.06%
220SCHLUMBERGER LTD COMSLB5,299$290,4380.06%
221ISHARES MBS ETF4642885883,116$287,9810.05%
222DIMENSIONAL NATIONAL MUNICIPAL BOND ETF25434V8495,988$287,9640.05%
223FASTENAL CO COMFAST3,696$285,1090.05%
224DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES25459Y2073,181$283,7450.05%
225VANGUARD SMALL-CAP VALUE INDEX FUND9229086111,464$280,9120.05%
226CHURCH & DWIGHT CO INC COMCHD2,655$276,9430.05%
227MARATHON PETE CORP COMMARA1,370$276,0550.05%
228LABORATORY CORP AMER HLDGS COM NEW50540R4091,260$275,2600.05%
229OTIS WORLDWIDE CORP COMOTIS2,759$273,8860.05%
230SPDR S&P DIVIDEND ETF78464A7632,070$271,6670.05%
231ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUND4642875231,188$268,3930.05%
232OCCIDENTAL PETE CORP COM6745991054,113$267,2870.05%
233ISHARES U.S. TECHNOLOGY ETF4642877211,966$265,5280.05%
234ROPER TECHNOLOGIES INC COMROP470$263,5950.05%
235CORNING INC COMGLW7,932$261,4390.05%
236ZIMMER BIOMET HOLDINGS INC COMZBH1,970$260,0010.05%
237TARGET CORP COMTGT1,464$259,4350.05%
238NICE LTD SPONSORED ADRNCSYF995$259,3170.05%
239PULTE GROUP INC COM7458671012,139$257,9580.05%
240FIRST BANCORP N C COM3189101067,064$255,1520.05%
241BROOKFIELD ASSET MGMT INC CL A LTD VT SH11271J1076,055$253,5230.05%
242COOPER COS INC COM2166485012,480$251,6210.05%
243SYNOPSYS INC COMSNPS437$249,7320.05%
244ALLSTATE CORP COMALL-PJ1,438$248,7880.05%
245SALESFORCE COM INC COMCRM812$244,6890.05%
246ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4642871502,094$241,4380.05%
247BLACKROCK FLEXIBLE INCOME ETFBLK4,554$238,9030.05%
248CENTENE CORP DEL COMCNC3,000$235,4400.04%
249SPDR DOW JONES INDUSTRIAL AVERAGE ETF78467X109590$234,6780.04%
250HEALTH CARE SELECT SECTOR SPDR FUND81369Y2091,577$233,0260.04%
251ISHARES SELECT DIVIDEND ETF4642871681,878$231,3060.04%
252DOLLAR GEN CORP NEW COM2566771051,452$226,5990.04%
253FIDELITY QUALITY FACTOR ETF3160927903,833$225,4190.04%
254ISHARES U.S. MEDICAL DEVICES ETF4642888103,847$225,3960.04%
255MONDELEZ INTL INC CL A6092071053,178$222,4560.04%
256VANGUARD FTSE EMERGING MARKETS ETF9220428585,304$221,5480.04%
257SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF78464A4747,275$216,5770.04%
258VANGUARD SHORT-TERM BOND INDEX FUND9219378272,808$215,2890.04%
259RIO TINTO PLC SPONSORED ADRRTNTF3,370$214,8040.04%
260NORTHROP GRUMMAN CORP COMNOC446$213,4210.04%
261CARDINAL HEALTH INC COMCAH1,882$210,5960.04%
262MARSH & MCLENNAN COS INC COM5717481021,015$209,0700.04%
263AMERICAN TOWER CORP NEW COM03027X1001,049$207,3100.04%
264ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF4642875152,430$207,2060.04%
265GENERAL MLS INC COM3703341042,929$204,9120.04%
266VANGUARD MATERIALS INDEX FUND92204A8011,000$204,4300.04%
267VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF9220208054,241$203,1010.04%
268DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF25434V7327,936$202,2890.04%
269VANGUARD TOTAL STOCK MARKET INDEX FUND922908769775$201,4230.04%
270MCGRATH RENTCORP COMMGRC1,620$199,8590.04%
271ENTERGY CORP NEW COMENO1,886$199,3120.04%
272HUNT J B TRANS SVCS INC COM4456581071,000$199,2500.04%
273ISHARES S&P 500 GROWTH ETF4642873092,342$197,7580.04%
274PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF74347B6802,500$196,4000.04%
275BROADRIDGE FINL SOLUTIONS INC COM11133T103957$196,0510.04%
276ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF4642872421,797$195,7290.04%
277NETFLIX INC COMNFLX322$195,2600.04%
278CUBESMART COMCUBE4,289$194,7210.04%
279TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391001,424$193,7130.04%
280SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF8085246727,916$192,0420.04%
281ISHARES FALLEN ANGELS USD BOND ETF46435G4747,128$191,4580.04%
282CROWN CASTLE INTL CORP NEW COMCCI1,800$190,4940.04%
283PAYPAL HLDGS INC COMPYPL2,789$186,8350.04%
284ISHARES U.S. TREASURY BOND ETF46429B2678,215$186,8090.04%
285CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF14019W1097,219$186,1060.04%
286PRICE T ROWE GROUP INC COMTROW1,520$185,3180.04%
287ISHARES CORE HIGH DIVIDEND ETF46429B6631,677$184,8220.04%
288FIRST CTZNS BANCSHARES INC N C CL A31946M103113$184,7550.04%
289VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND92206C4092,387$184,5390.04%
290AGILENT TECHNOLOGIES INC COMA1,265$184,0700.03%
291SEMPRA ENERGY COMSREA2,543$182,6990.03%
292WISDOMTREE U.S. MIDCAP DIVIDEND FUNDWT3,709$179,8120.03%
293WATSCO INC COMWSO-B413$178,4040.03%
294MCKESSON CORP COMMCK332$178,1210.03%
295TECHNOLOGY SELECT SECTOR SPDR FUND81369Y803855$178,0710.03%
296NETAPP INC COMNTAP1,681$176,4550.03%
297MAIN STR CAP CORP COM56035L1043,710$175,5200.03%
298VANGUARD INTERMEDIATE-TERM BOND INDEX FUND9219378192,291$172,7410.03%
299ISHARES PREFERRED AND INCOME SECURITIES ETF4642886875,356$172,6240.03%
300UBER TECHNOLOGIES INC COMUBER2,235$172,0740.03%
301WELLS FARGO CO NEW COM9497461012,961$171,6200.03%
302TE CONNECTIVITY LTD REG SHSTEL1,175$170,6570.03%
303CONSTELLATION BRANDS INC CL ASTZ625$169,8500.03%
304INVESCO NASDAQ INTERNET ETFIVZ4,256$169,7720.03%
305VANGUARD FTSE DEVELOPED MARKETS ETF9219438583,378$169,4740.03%
306COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH2,306$168,9990.03%
307RELX PLC SPONSORED ADRRLXXF3,902$168,9180.03%
308ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396897$168,0530.03%
309TRACTOR SUPPLY CO COMTSCO642$168,0240.03%
310ISHARES MSCI EAFE MIN VOL FACTOR ETF46429B6892,349$166,4970.03%
311HOLOGIC INC COMHOLX2,133$166,2890.03%
312GLOBAL PMTS INC COM37940X1021,244$166,2730.03%
313SCHWAB INTERNATIONAL EQUITY ETF8085248054,258$166,1470.03%
314FIDELITY LOW DURATION BOND FACTOR ETF3161884083,275$163,5540.03%
315TORONTO DOMINION BK ONT COM NEWTORO2,695$162,7240.03%
316VANGUARD ENERGY ETF92204A3061,228$161,7280.03%
317WISDOMTREE U.S. SMALLCAP DIVIDEND FUNDWT4,944$160,3830.03%
318DNP SELECT INCOME FD INC COM23325P10417,497$158,6980.03%
319VANGUARD CONSUMER STAPLES INDEX FUND92204A207775$158,2090.03%
320CLOROX CO DEL COMCLX1,033$158,1630.03%
321ALLIANT ENERGY CORP COMLNT3,125$157,5000.03%
322WILLIAMS SONOMA INC COMWSM489$155,2720.03%
323AUTOZONE INC COMAZO49$153,8070.03%
324LIVE NATION ENTERTAINMENT INC COMLYV1,450$153,3670.03%
325EQUITABLE HLDGS INC COMEQH-PC4,000$152,0400.03%
326CUMMINS INC COMCMI510$150,2710.03%
327SANOFI SPONSORED ADRSNYNF3,086$149,9630.03%
328RIVIAN AUTOMOTIVE INC COM CL ARIVN13,500$147,8250.03%
329STANLEY BLACK & DECKER INC COMSWK1,500$146,8950.03%
330CHESAPEAKE UTILS CORP COM1653031081,363$146,2500.03%
331TESLA INC COMTSLA831$146,0360.03%
332AIRBNB INC COM CL AABNB885$145,9300.03%
333ISHARES INTERNATIONAL DIVIDEND GROWTH ETF46435G5242,158$145,3630.03%
334MPLX LP COM UNIT REP LTDMPLXP3,492$145,1280.03%
335LOEWS CORP COML1,853$145,0710.03%
336CHECK POINT SOFTWARE TECH LTD ORDM22465104875$143,5090.03%
337SPDR S&P BIOTECH ETF78464A8701,500$142,3350.03%
338AEROVIRONMENT INC COMAVAV925$141,7840.03%
339BCE INC COM NEWBCPPF4,159$141,3230.03%
340SPDR PORTFOLIO S&P 500 GROWTH ETF78464A4091,923$140,6670.03%
341JPMORGAN INCOME ETF46641Q1593,075$140,0970.03%
342SPDR PORTFOLIO S&P 500 VALUE ETF78464A5082,800$139,7200.03%
343HUBBELL INC COMHUBB335$138,8690.03%
344CLEARSHARES OCIO ETF26922A7274,234$135,4260.03%
345DIMENSIONAL U.S. SMALL CAP ETF25434V5002,137$133,2210.03%
346PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A4671,318$133,2100.03%
347WILLIAMS COS INC COM9694571003,389$132,0690.03%
348SCHWAB EMERGING MARKETS EQUITY ETF8085247065,200$131,3000.02%
349POOL CORP COMPOOL322$129,9270.02%
350CLEAN HARBORS INC COMCLH645$129,8450.02%
351NXG CUSHING MIDSTREAM ENERGY COM NEWSRV3,148$129,7920.02%
352EATON VANCE ENHANCED EQUITY IN COMETN7,000$127,8900.02%
353ISHARES S&P 500 VALUE ETF464287408684$127,7780.02%
354XCEL ENERGY INC COMXELLL2,354$126,5280.02%
355GENERAC HLDGS INC COMGNRC1,000$126,1400.02%
356F5 NETWORKS INC COMFFIV665$126,0770.02%
357LINDE PLC SHSLIN266$123,7350.02%
358CORTEVA INC COMCTVA2,129$122,7770.02%
359JOHNSON CTLS INTL PLC SHSG515021051,874$122,4100.02%
360VANGUARD INDUSTRIALS INDEX FUND92204A603500$122,0750.02%
361PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND72201R8331,210$121,6530.02%
362DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF25434V7994,534$121,2850.02%
363LPL FINL HLDGS INC COM50212V100455$120,2110.02%
364VANGUARD LARGE-CAP INDEX FUND922908637501$120,1830.02%
365FINANCIAL SELECT SECTOR SPDR FUND81369Y6052,850$120,0420.02%
366CENTERPOINT ENERGY INC COMCNP4,200$119,6580.02%
367FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND33738R1181,700$118,3370.02%
368BANK NEW YORK MELLON CORP COM0640581002,050$118,1210.02%
369ACUSHNET HLDGS CORP COMGOLF1,777$117,1930.02%
370CMS ENERGY CORP COMCMS-PC1,931$116,5170.02%
371SCHWAB U.S. LARGE-CAP ETF8085242011,875$116,3630.02%
372BAXTER INTL INC COM0718131092,715$116,0510.02%
373VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C8701,434$115,4510.02%
374CLEARSHARES ULTRA-SHORT MATURITY ETF26922A4531,147$114,8610.02%
375FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTING33734X1921,200$114,7440.02%
376ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F8341,679$113,9370.02%
377JEFFERIES FINL GROUP INC COM47233W1092,578$113,6900.02%
378VALERO ENERGY CORP COMVLO663$113,1670.02%
3793M CO COMMMM1,055$111,9040.02%
380GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC1,228$111,6420.02%
381INTERPUBLIC GROUP COS INC COMINTR3,406$111,1380.02%
382VIRTUS DIVIDEND INTEREST & PR COMNFJ8,863$111,0530.02%
383WHITE MTNS INS GROUP LTD COMG9618E10761$109,4520.02%
384AKAMAI TECHNOLOGIES INC COMAKAM1,000$108,7600.02%
385SBA COMMUNICATIONS CORP NEW CL ASBAC500$108,3500.02%
386SCHWAB U.S. BROAD MARKET ETF8085241021,768$107,9360.02%
387WEYERHAEUSER CO MTN BE COM NEWWY3,000$107,7300.02%
388SOUTHERN CO COMSOMN1,485$106,5340.02%
389AMERISOURCEBERGEN CORP COMCOR435$106,4180.02%
390U HAUL HOLDING COMPANY COM SER NUHAL-B1,590$106,0450.02%
391BLACKROCK MUN TARGET TERM TR COM SHS BEN INBLK5,000$105,3000.02%
392VANECK VECTORS AGRIBUSINESS ETF92189F7001,400$105,1820.02%
393ISHARES RUSSELL MID-CAP ETF4642874991,250$105,1130.02%
394RAYONIER INC COMRYN3,150$104,7060.02%
395ISHARES 20 YEAR TREASURY BOND ETF4642874321,105$104,5550.02%
396BENTLEY SYS INC COM CL BBSY2,000$104,4400.02%
397COPART INC COMCPRT1,800$104,2560.02%
398ISHARES MSCI USA SMALL-CAP MULTIFACTOR ETF46434V2901,625$103,3180.02%
399VANGUARD FINANCIALS ETF92204A4051,000$102,3900.02%
400ILLINOIS TOOL WKS INC COM452308109380$101,9650.02%
401SPDR GOLD MINISHARES TRUSTGLDW2,329$101,9490.02%
402SOURCE CAP INC COMSOR2,361$100,3210.02%
403SPROTT PHYSICAL GOLD TR UNITSII5,716$98,8870.02%
404ADVANCED MICRO DEVICES INC COMAMD548$98,8710.02%
405EVEREST GROUP LTD COMEG246$97,7850.02%
406CONSUMER STAPLES SELECT SECTOR SPDR FUND81369Y3081,280$97,7410.02%
407LIBERTY MEDIA CORP DEL COM A BRAVES GRPBATRB2,500$97,6750.02%
408BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS ABIPC2,710$97,6680.02%
409ROYAL DUTCH SHELL PLC SPONS ADR ARYDAF1,449$97,1410.02%
410MICRON TECHNOLOGY INC COMMU823$97,0230.02%
411DUPONT DE NEMOURS INC COMDD1,258$96,4650.02%
412SKYWORKS SOLUTIONS INC COMSWKS886$95,9720.02%
413JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF47103U8451,883$95,5430.02%
414VANECK VECTORS GOLD MINERS ETF92189F1063,000$94,8600.02%
415T-MOBILE US INC COMTMUSZ581$94,7820.02%
416GLOBAL X U.S. PREFERRED ETF37954Y6574,682$94,3890.02%
417ISHARES MSCI USA QUALITY FACTOR ETF46432F339570$93,6800.02%
418DARLING INGREDIENTS INC COMDAR2,000$93,0200.02%
419ISHARES CURRENCY HEDGED MSCI EAFE ETF46434V8032,661$92,8160.02%
420DOVER CORP COMDOV520$92,1390.02%
421VONTIER CORPORATION COMVNT2,000$90,7200.02%
422VANGUARD S&P MID-CAP 400 ETF921932885880$90,3760.02%
423KLA CORP COM NEWKLAC129$90,1160.02%
424ESSENTIAL UTILS INC COM29670G1022,400$88,9200.02%
425VANGUARD SMALL-CAP GROWTH INDEX FUND922908595338$88,1230.02%
426ASTRAZENECA PLC SPONSORED ADRAZN1,288$87,9020.02%
427ANSYS INC COM03662Q105252$87,4840.02%
428ROCKWELL AUTOMATION INC COMROK300$87,3630.02%
429VANGUARD HIGH DIVIDEND YIELD ETF921946406722$87,3550.02%
430EASTMAN CHEM CO COMEMN871$87,2920.02%
431FIDELITY MSCI HEALTH CARE INDEX ETF3160926001,240$86,5150.02%
432ISHARES CORE TOTAL USD BOND MARKET ETF46434V6131,897$86,4840.02%
433FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF316092808550$85,7120.02%
434ISHARES EXPANDED TECH SECTOR ETF464287549990$85,3180.02%
435JPMORGAN U.S. QUALITY FACTOR ETF US QUALITY FACTOR FUND46641Q7611,594$84,2750.02%
436JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND46641Q7532,018$83,9890.02%
437FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ET3160922041,014$83,6350.02%
438PROLOGIS INC. COMPLDGP633$82,4690.02%
439CROWDSTRIKE HLDGS INC CL ACRWD252$80,6840.02%
440PROGRESSIVE CORP COM743315103387$80,0390.02%
441KROGER CO COMKR1,400$79,9820.02%
442ISHARES CORE U.S. REIT ETF4642885211,490$79,5360.02%
443GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF37954Y6732,000$79,5000.02%
444UNITED RENTALS INC COMURI108$77,8800.01%
445ISHARES 7-10 YEAR TREASURY BOND ETF464287440819$77,5270.01%
446MARKETAXESS HLDGS INC COMMKTX351$76,9570.01%
447ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF4642886201,506$76,5200.01%
448INGERSOLL RAND INC COMIR794$75,6360.01%
449MORGAN STANLEY COM NEWMS-PQ803$75,6100.01%
450MDU RES GROUP INC COM5526901093,000$75,6000.01%
451DOLLAR TREE INC COMDLTR566$75,3630.01%
452STOCK YDS BANCORP INC COM8610251041,540$75,3210.01%
453BOEING CO COMBA-PA390$75,2660.01%
454VANECK VECTORS MORNINGSTAR WIDE MOAT ETF92189F643836$75,1560.01%
455THOMSON REUTERS CORP. COM NEWTMSOF481$75,0120.01%
456NXP SEMICONDUCTORS N V COMNXPI302$74,8970.01%
457D R HORTON INC COM23331A109452$74,4290.01%
458INTERNATIONAL FLAVORS&FRAGRANC COM459506101858$73,7790.01%
459ISHARES IBONDS DEC 2024 TERM TREASURY ETF46436E8743,067$73,4240.01%
460OREILLY AUTOMOTIVE INC COM67103H10765$73,3770.01%
461SOUTHSIDE BANCSHARES INC COMSBSI2,505$73,2210.01%
462DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF25434V2032,417$73,0420.01%
463INVESCO DORSEY WRIGHT INDUSTRIALS MOMENTUM ETFIVZ519$72,4260.01%
464AES CORP COMAES4,022$72,1140.01%
465COHEN & STEERS QUALITY INCOME COM19247L1066,000$71,5200.01%
466ISHARES IBONDS DEC 2025 TERM TREASURY ETF46436E8663,064$71,1770.01%
467DRAFTKINGS INC COM CL ADKNG1,555$70,6130.01%
468CIENA CORP COM NEWCIEN1,421$70,2680.01%
469U HAUL HOLDING COMPANY COMUHAL-B1,040$70,2420.01%
470BLUEPRINT CHESAPEAKE MULTI-ASSET TREND ETF BLUEPRINT CHESAPEAKE MULTI-ASSET88636J8732,716$69,8830.01%
471TEMPUR SEALY INTL INC COMSGI1,229$69,8320.01%
472CAPITAL ONE FINL CORP COM14040H105483$69,7330.01%
473PACER TRENDPILOT US LARGE CAP ETF69374H1051,446$68,9890.01%
474XYLEM INC COMXYL525$67,8510.01%
475SIMPSON MFG INC COM829073105329$67,5040.01%
476FREEDOM 100 EMERGING MARKETS ETF02072L6072,000$67,4600.01%
477OWENS CORNING NEW COMOC400$66,7200.01%
478ISHARES S&P 100 ETF464287101264$65,3160.01%
479PARKER-HANNIFIN CORP COMPH115$63,9160.01%
480SERVICENOW INC COMNOW84$63,7110.01%
481KNIFE RIVER CORP COMMON STOCKKNF784$63,5670.01%
482BROOKFIELD INFRAST PARTNERS LP LP INT UNITG162521012,025$63,2000.01%
483TIMKEN CO COMTKR722$63,1240.01%
484HOMETRUST BANCSHARES INC COMHTB2,307$63,0730.01%
485SPDR BLACKSTONE SENIOR LOAN ETF78467V6081,500$63,0600.01%
486INTERCONTINENTAL EXCHANGE INC COM45866F104439$60,3320.01%
487VANGUARD UTILITIES INDEX FUND92204A876420$59,8840.01%
488GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFNVGLF575$59,6850.01%
489VANGUARD DIVIDEND APPRECIATION INDEX FUND921908844323$58,9830.01%
490KEURIG DR PEPPER INC COMKDP1,919$58,8560.01%
491VIDENT CORE U.S. BOND STRATEGY ETF26922A6021,308$57,2770.01%
492INCYTE CORP COMINCY1,000$56,9700.01%
493APTIV PLC SHSAPTV709$56,4720.01%
494VANGUARD TOTAL INTERNATIONAL BOND ETF92203J4071,137$55,9860.01%
495PRUDENTIAL FINL INC COMPUKPF473$55,5300.01%
496ISHARES 10-20 YEAR TREASURY BOND ETF464288653523$54,9310.01%
497DIMENSIONAL U.S. TARGETED VALUE ETF25434V6091,000$54,4300.01%
498ZEBRA TECHNOLOGIES CORPORATION CL AZBRA179$53,9580.01%
499COLUMBUS MCKINNON CORP N Y COMCMCO1,197$53,4220.01%
500LANDSTAR SYS INC COMLSTR275$53,0090.01%