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

EP Wealth Advisors, LLC

Quarter ended Q3 2024 · Filed November 15, 2024 · Accession 0001398344-24-020942

Total Value
$11.63B
Positions
1,181
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS9229087363,176,728$1.22B10.72%
2APPLE INCAAPL2,074,299$483.3M4.25%
3VANGUARD INDEX FDS9229087442,741,128$478.5M4.21%
4MICROSOFT CORPMSFT694,975$299.0M2.63%
5VANGUARD WHITEHALL FDS9219468103,101,521$273.8M2.41%
6SPDR S&P 500 ETF TRSPY421,082$241.6M2.12%
7VANGUARD BD INDEX FDS9219378193,037,989$238.1M2.09%
8ISHARES TR4642886464,010,083$211.2M1.86%
9AMAZON COM INCAMZN1,108,900$206.6M1.82%
10VANGUARD INTL EQUITY INDEX F9220428584,050,806$193.8M1.70%
11ADVISOR MANAGED PORTFOLIOS00777X6604,327,742$182.3M1.60%
12NVIDIA CORPORATIONNVDA1,473,805$179.0M1.57%
13VANGUARD INDEX FDS922908538715,993$174.3M1.53%
14ALPHABET INCGOOG1,036,909$172.0M1.51%
15ISHARES TR4642872261,688,763$171.0M1.50%
16BROADCOM INCAVGO951,118$164.1M1.44%
17VANGUARD INDEX FDS922908512927,092$155.4M1.37%
18SELECT SECTOR SPDR TR81369Y803675,696$152.5M1.34%
19JPMORGAN CHASE & CO.VYLD694,179$146.4M1.29%
20COSTCO WHSL CORP NEW22160K105139,423$123.6M1.09%
21ISHARES TR46429B2675,193,828$121.8M1.07%
22META PLATFORMS INCMETA200,006$114.5M1.01%
23VANGUARD INDEX FDS922908595407,114$108.9M0.96%
24DIMENSIONAL ETF TRUST25434V6663,462,912$106.7M0.94%
25DIMENSIONAL ETF TRUST25434V6091,848,655$102.8M0.90%
26ISHARES TR464288414940,337$102.1M0.90%
27EXXON MOBIL CORPXOM862,807$101.1M0.89%
28NEXTERA ENERGY INCNEE-PW1,057,005$89.3M0.79%
29JOHNSON & JOHNSONJNJ544,719$88.3M0.78%
30ISHARES TR464287614218,669$82.1M0.72%
31DIMENSIONAL ETF TRUST25434V8072,100,342$80.0M0.70%
32ISHARES TR4642883561,309,215$76.1M0.67%
33AMERICAN TOWER CORP NEW03027X100326,920$76.0M0.67%
34HONEYWELL INTL INC438516106362,413$74.9M0.66%
35DIMENSIONAL ETF TRUST25434V8152,340,458$72.1M0.63%
36CISCO SYS INCCSCO1,345,204$71.6M0.63%
37STRYKER CORPORATIONSYK196,791$71.1M0.63%
38SELECT SECTOR SPDR TR81369Y100729,554$70.3M0.62%
39DIMENSIONAL ETF TRUST25434V2032,211,105$70.3M0.62%
40RTX CORPORATIONRTX565,919$68.6M0.60%
41VISA INCV246,217$67.7M0.60%
42MCDONALDS CORPMCD216,186$65.8M0.58%
43ALLSTATE CORPALL-PJ323,977$61.4M0.54%
44ISHARES TR464287598323,336$61.4M0.54%
45HCA HEALTHCARE INCHCA150,705$61.3M0.54%
46ISHARES TR464287200104,160$60.1M0.53%
47PEPSICO INCPEP352,809$60.0M0.53%
48S&P GLOBAL INCSPGI109,787$56.7M0.50%
49ISHARES TR464288877970,433$55.8M0.49%
50INVESCO QQQ TRIVZ112,364$54.8M0.48%
51J P MORGAN EXCHANGE TRADED F46641Q2741,152,941$54.8M0.48%
52SPDR SER TR78468R663583,765$53.6M0.47%
53UNION PAC CORPUNP215,871$53.2M0.47%
54VANGUARD INDEX FDS922908769186,227$52.7M0.46%
55UNITEDHEALTH GROUP INCUNH86,650$50.7M0.45%
56VANGUARD INDEX FDS92290836395,695$50.5M0.44%
57SELECT SECTOR SPDR TR81369Y506555,109$48.7M0.43%
58DISNEY WALT CO254687106494,632$47.6M0.42%
59ZOETIS INCZTS242,602$47.4M0.42%
60SELECT SECTOR SPDR TR81369Y308566,932$47.1M0.41%
61ISHARES TR46435G516515,167$43.4M0.38%
62COMCAST CORP NEWCCZ989,106$41.3M0.36%
63VANGUARD WHITEHALL FDS921946885620,528$41.2M0.36%
64ALPHABET INCGOOG242,787$40.6M0.36%
65ISHARES TR464288885377,006$40.6M0.36%
66VANGUARD MUN BD FDS922907746772,084$39.5M0.35%
67SPDR SER TR78468R556281,677$37.0M0.33%
68VANGUARD TAX-MANAGED FDS921943858682,130$36.0M0.32%
69SELECT SECTOR SPDR TR81369Y407177,075$35.5M0.31%
70NIKE INCNKE395,123$34.9M0.31%
71VANECK ETF TRUST92189F643347,904$33.7M0.30%
72DIMENSIONAL ETF TRUST25434V708976,787$33.5M0.29%
73SOUTHERN COSOMN354,881$32.0M0.28%
74INVESCO EXCH TRADED FD TR IIIVZ1,313,420$31.7M0.28%
75GLOBAL X FDS37954Y673753,239$31.0M0.27%
76ISHARES INC46434G103539,377$31.0M0.27%
77HOME DEPOT INCHD76,046$30.8M0.27%
78SEMPRASREA358,907$30.0M0.26%
79ELI LILLY & COLLY33,832$30.0M0.26%
80TIDAL ETF TR8863648501,074,057$29.7M0.26%
81TJX COS INC NEW872540109250,142$29.4M0.26%
82DIMENSIONAL ETF TRUST25434V3021,046,370$28.7M0.25%
83INVESCO EXCH TRADED FD TR IIIVZ142,353$28.6M0.25%
84SALESFORCE INCCRM102,393$28.0M0.25%
85KEYSIGHT TECHNOLOGIES INCKEYS169,423$26.9M0.24%
86SIMPSON MFG INC829073105139,828$26.7M0.24%
87VANGUARD WORLD FD92191081682,081$26.4M0.23%
88VANGUARD SPECIALIZED FUNDS921908844132,803$26.3M0.23%
89GLOBAL PMTS INC37940X102252,173$25.8M0.23%
90SPDR SER TR78464A698449,844$25.5M0.22%
91OREILLY AUTOMOTIVE INC67103H10722,056$25.4M0.22%
92MERCK & CO INCMRK217,123$24.7M0.22%
93VALERO ENERGY CORPVLO181,720$24.5M0.22%
94ALPS ETF TR00162Q452511,442$24.1M0.21%
95ADOBE INCADBE45,738$23.7M0.21%
96ROCKWELL AUTOMATION INCROK87,545$23.5M0.21%
97VANGUARD INDEX FDS92290875198,994$23.5M0.21%
98ISHARES TR464287804192,954$22.6M0.20%
99FRANKLIN TEMPLETON ETF TRFGDL720,642$22.3M0.20%
100SKYWEST INCSKYW256,461$21.8M0.19%
101XYLEM INCXYL160,589$21.7M0.19%
102FIDELITY COVINGTON TRUST316092832415,926$21.4M0.19%
103ISHARES TR464287507325,547$20.3M0.18%
104NEW YORK LIFE INVESTMENTS ET45409B107627,520$20.1M0.18%
105ABBVIE INCABBV100,347$19.8M0.17%
106LOWES COS INC54866110772,153$19.5M0.17%
107INVESCO EXCH TRADED FD TR IIIVZ773,395$19.4M0.17%
108CHEVRON CORP NEWCVX129,155$19.0M0.17%
109SPDR S&P MIDCAP 400 ETF TRMDY33,254$18.9M0.17%
110ABRDN ASIA PACIFIC INCOME FUABAKF1,047,760$18.2M0.16%
111BANK AMERICA CORP060505104452,974$18.0M0.16%
112PROCTER AND GAMBLE CO742718109103,424$17.9M0.16%
113TESLA INCTSLA66,870$17.5M0.15%
114PALO ALTO NETWORKS INCPANW51,002$17.4M0.15%
115QUALCOMM INCQCOM97,961$16.7M0.15%
116ISHARES TR464287481138,549$16.3M0.14%
117ORACLE CORPORCL-PD94,646$16.1M0.14%
118PGIM ETF TR69344A107317,571$15.8M0.14%
119J P MORGAN EXCHANGE TRADED F46641Q332261,230$15.5M0.14%
120FIRST TR NASDAQ 100 TECH IND33734510279,739$15.3M0.13%
121ISHARES TR464287465176,539$14.8M0.13%
122J P MORGAN EXCHANGE TRADED F46654Q815281,696$14.4M0.13%
123APPLIED MATLS INC03822210570,217$14.2M0.12%
124WALMART INCWMT173,231$14.0M0.12%
125DIMENSIONAL ETF TRUST25434V500209,804$13.6M0.12%
126CLEARBRIDGE ENERGY MIDSTRM O18469P209308,630$13.0M0.11%
127FAIR ISAAC CORPFICO6,518$12.7M0.11%
128MCKESSON CORPMCK24,258$12.0M0.11%
129NETFLIX INCNFLX16,803$11.9M0.10%
130ISHARES TR464287309123,660$11.8M0.10%
131WELLS FARGO CO NEW949746101206,331$11.7M0.10%
132SELECT SECTOR SPDR TR81369Y605251,586$11.4M0.10%
133SELECT SECTOR SPDR TR81369Y852125,580$11.4M0.10%
134ACCENTURE PLC IRELANDACN31,967$11.3M0.10%
135ISHARES TR46428763067,383$11.2M0.10%
136DIMENSIONAL ETF TRUST25434V724268,117$11.2M0.10%
137SCHWAB STRATEGIC TR808524805270,543$11.1M0.10%
138ADVANCED MICRO DEVICES INCAMD66,132$10.9M0.10%
139AMGEN INCAMGN32,852$10.6M0.09%
140FRANKLIN TEMPLETON ETF TRFGDL347,114$10.6M0.09%
141CINTAS CORPCTAS51,106$10.5M0.09%
142AMERICAN CENTY ETF TR025072877109,026$10.5M0.09%
143ISHARES TR46428765546,746$10.3M0.09%
144NORTHROP GRUMMAN CORPNOC19,433$10.3M0.09%
145THERMO FISHER SCIENTIFIC INCTMO16,236$10.0M0.09%
146EATON CORP PLCETN30,080$10.0M0.09%
147ISHARES TR46434V639269,611$9.9M0.09%
148NEXTERA ENERGY PARTNERS LPNEE-PW358,490$9.9M0.09%
149SPDR GOLD TRGLD40,491$9.8M0.09%
150MASTERCARD INCORPORATEDMA19,917$9.8M0.09%
151DIMENSIONAL ETF TRUST25434V880362,298$9.8M0.09%
152VANGUARD INDEX FDS92290865253,009$9.6M0.08%
153PFIZER INCPFE316,905$9.2M0.08%
154LOCKHEED MARTIN CORPLMT15,634$9.1M0.08%
155ISHARES TR464288810151,941$9.0M0.08%
156NOVO-NORDISK A SNONOF75,566$9.0M0.08%
157TRANSDIGM GROUP INCTDG6,298$9.0M0.08%
158VANGUARD INDEX FDS92290861144,531$8.9M0.08%
159ISHARES TR46428710132,224$8.9M0.08%
160SELECT SECTOR SPDR TR81369Y20957,810$8.9M0.08%
161VANGUARD WORLD FD92204A70215,136$8.9M0.08%
162SCHWAB STRATEGIC TR80852430084,143$8.8M0.08%
163ISHARES TR46435G243345,004$8.7M0.08%
164COCA COLA COKO120,702$8.7M0.08%
165GRAINGER W W INC3848021048,287$8.6M0.08%
166VANGUARD WHITEHALL FDS92194640665,557$8.4M0.07%
167ISHARES TR46435U168354,960$8.3M0.07%
168INVESCO EXCHANGE TRADED FD TIVZ45,409$8.1M0.07%
169J P MORGAN EXCHANGE TRADED F46641Q761140,723$8.0M0.07%
170ISHARES TR46428740840,055$7.9M0.07%
171CVS HEALTH CORPCVS124,334$7.8M0.07%
172ISHARES TR46428762224,759$7.8M0.07%
173INTERNATIONAL BUSINESS MACHSINTR35,081$7.8M0.07%
174ISHARES TR46428885184,092$7.7M0.07%
175VANGUARD INDEX FDS92290862928,790$7.6M0.07%
176ISHARES TR46435U663180,884$7.6M0.07%
177VANGUARD SCOTTSDALE FDS92206C66484,411$7.5M0.07%
178DANAHER CORPORATION23585110227,065$7.5M0.07%
179PRINCIPAL EXCHANGE TRADED FD74255Y870131,410$7.5M0.07%
180GOLDMAN SACHS ETF TRNVGLF156,018$7.5M0.07%
181ISHARES TR46428764826,252$7.5M0.07%
182VANGUARD WORLD FD92204A50425,750$7.3M0.06%
183SPDR DOW JONES INDL AVERAGE78467X10917,158$7.3M0.06%
184SELECT SECTOR SPDR TR81369Y70452,204$7.1M0.06%
185CATERPILLAR INCCAT18,032$7.1M0.06%
186ISHARES TR46429B69776,807$7.0M0.06%
187INTUITIVE SURGICAL INCISRG13,937$6.8M0.06%
188SHERWIN WILLIAMS COSHW17,848$6.8M0.06%
189ISHARES TR46434VBG4269,047$6.8M0.06%
190STARBUCKS CORPSBUX69,508$6.8M0.06%
191BOOKING HOLDINGS INCBKNG1,600$6.7M0.06%
192ISHARES TR464287234144,583$6.6M0.06%
193UBER TECHNOLOGIES INCUBER87,650$6.6M0.06%
194ABBOTT LABSABLZF56,097$6.4M0.06%
195SCHWAB STRATEGIC TR80852420193,963$6.4M0.06%
196ISHARES TR46428815859,915$6.4M0.06%
197VANECK ETF TRUST92189F67625,676$6.3M0.06%
198INTUITINTU9,987$6.2M0.05%
199SPDR SER TR78468R52361,836$6.2M0.05%
200ARISTA NETWORKS INCANET15,893$6.1M0.05%
201FRANKLIN TEMPLETON ETF TRFGDL210,706$6.0M0.05%
202TEXAS INSTRS INC88250810429,086$6.0M0.05%
203AMERICAN EXPRESS COAXP21,388$5.8M0.05%
204ISHARES TR46429B59898,750$5.8M0.05%
205KLA CORPKLAC7,445$5.8M0.05%
206ENTERPRISE PRODS PARTNERS L293792107195,500$5.7M0.05%
207AUTOMATIC DATA PROCESSING INADP20,134$5.6M0.05%
208ISHARES TR46432F84270,718$5.5M0.05%
209GENERAL DYNAMICS CORPGD18,251$5.5M0.05%
210GE AEROSPACE36960430128,891$5.4M0.05%
211SPDR SER TR78464A76338,328$5.4M0.05%
212BONDBLOXX ETF TRUST09789C721106,325$5.4M0.05%
213PHILIP MORRIS INTL INC71817210944,042$5.3M0.05%
214SCHWAB STRATEGIC TR80852479763,076$5.3M0.05%
215ISHARES TR46435U184228,305$5.3M0.05%
216ISHARES TR46428760657,152$5.3M0.05%
217ISHARES TR46434V62182,704$5.2M0.05%
218VERIZON COMMUNICATIONS INCVZ115,152$5.2M0.05%
219VANGUARD BD INDEX FDS92193783568,377$5.1M0.05%
220ISHARES TR46428747338,405$5.1M0.04%
221ISHARES TR46428768915,509$5.1M0.04%
222J P MORGAN EXCHANGE TRADED F46641Q65499,100$5.0M0.04%
223DOVER CORPDOV25,744$4.9M0.04%
224PAYCHEX INCPAYX36,364$4.9M0.04%
225ISHARES TR46434VBD1194,346$4.9M0.04%
226MORGAN STANLEY ETF TRUSTMS-PQ79,285$4.7M0.04%
227COLGATE PALMOLIVE COCL45,542$4.7M0.04%
228DIREXION SHS ETF TR25459W10252,396$4.6M0.04%
229VANGUARD WELLINGTON FD92193580537,639$4.5M0.04%
230US BANCORP DELUSB-PS99,128$4.5M0.04%
231GILEAD SCIENCES INCGILD53,951$4.5M0.04%
232TAIWAN SEMICONDUCTOR MFG LTD87403910025,612$4.4M0.04%
233UNITED PARCEL SERVICE INCUPS32,376$4.4M0.04%
234BOEING COBA-PA28,995$4.4M0.04%
235ISHARES INC46434G82260,053$4.3M0.04%
236CSX CORPCSX124,036$4.3M0.04%
237BLACKSTONE INCBX27,445$4.2M0.04%
238ARES MANAGEMENT CORPORATIONARES-PB26,962$4.2M0.04%
239SCHWAB STRATEGIC TR80852440952,055$4.2M0.04%
240ALTRIA GROUP INCMO81,119$4.1M0.04%
241L3HARRIS TECHNOLOGIES INCLHX17,278$4.1M0.04%
242WISDOMTREE TRWT52,094$4.1M0.04%
243EMERSON ELEC COEMR37,371$4.1M0.04%
244CONOCOPHILLIPSCOP38,690$4.1M0.04%
245VANGUARD ADMIRAL FDS INC92193288538,150$4.0M0.04%
246BECTON DICKINSON & COBDX16,696$4.0M0.04%
247SELECT SECTOR SPDR TR81369Y88649,638$4.0M0.04%
248VANGUARD ADMIRAL FDS INC92193282836,725$4.0M0.03%
249ISHARES TR46435U515155,183$4.0M0.03%
250ISHARES TR46428787936,676$3.9M0.03%
251INVESCO EXCHANGE TRADED FD TIVZ37,121$3.8M0.03%
252THE CIGNA GROUP12552310010,767$3.7M0.03%
253BERKLEY W R CORPWRB-PH65,736$3.7M0.03%
254J P MORGAN EXCHANGE TRADED F46641Q83773,387$3.7M0.03%
255INVESCO EXCH TRD SLF IDX FDIVZ174,763$3.7M0.03%
256SPDR SER TR78464A375108,799$3.7M0.03%
257TELOS CORP MDTLS1,020,854$3.7M0.03%
258CROWDSTRIKE HLDGS INCCRWD12,946$3.6M0.03%
259ISHARES TR46428825730,337$3.6M0.03%
260INVESCO EXCH TRD SLF IDX FDIVZ184,716$3.6M0.03%
261AIR PRODS & CHEMS INCAIIR12,082$3.6M0.03%
262AMERICAN CENTY ETF TR02507260455,410$3.6M0.03%
263NUSHARES ETF TRNU85,355$3.6M0.03%
264ISHARES TR46428766336,363$3.5M0.03%
265DUKE ENERGY CORP NEWDUKB30,113$3.5M0.03%
266AT&T INCT-PC155,893$3.4M0.03%
267WASTE MGMT INC DEL94106L10916,470$3.4M0.03%
268TRI CONTL CORP895436103103,243$3.4M0.03%
269INVESCO EXCH TRD SLF IDX FDIVZ163,772$3.4M0.03%
270ECOLAB INCECL13,108$3.3M0.03%
271ISHARES TR46428840643,262$3.3M0.03%
272VANGUARD INDEX FDS92290863712,251$3.2M0.03%
273GOLDMAN SACHS ETF TRNVGLF41,234$3.2M0.03%
2743M COMMM22,926$3.1M0.03%
275MARATHON PETE CORPMARA19,171$3.1M0.03%
276SPDR SER TR78464A474102,975$3.1M0.03%
277INVESCO EXCH TRD SLF IDX FDIVZ158,089$3.1M0.03%
278GENERAL MLS INC37033410442,113$3.1M0.03%
279STEEL DYNAMICS INCSTLD24,653$3.1M0.03%
280UNITED BANKSHARES INC WEST VUNTCW83,500$3.1M0.03%
281LINDE PLCLIN6,480$3.1M0.03%
282ENSIGN GROUP INCENSG21,385$3.1M0.03%
283ISHARES TR46435GAA0125,468$3.0M0.03%
284KINDER MORGAN INC DELEP-PC137,513$3.0M0.03%
285SCHWAB STRATEGIC TR80852460758,917$3.0M0.03%
286SERVICENOW INCNOW3,377$3.0M0.03%
287ISHARES TR46432F38827,572$3.0M0.03%
288MICRON TECHNOLOGY INCMU28,930$3.0M0.03%
289KIMBERLY-CLARK CORPKMB20,812$3.0M0.03%
290SOFI TECHNOLOGIES INCSOFI375,765$3.0M0.03%
291VANGUARD INDEX FDS92290855330,187$2.9M0.03%
292TARGET CORPTGT18,806$2.9M0.03%
293ISHARES TR46428749933,025$2.9M0.03%
294VANGUARD INTL EQUITY INDEX F92204274224,261$2.9M0.03%
295SCHWAB STRATEGIC TR80852470697,589$2.8M0.03%
296VANGUARD ADMIRAL FDS INC92193284429,511$2.8M0.02%
297GOLDMAN SACHS GROUP INCGSCE5,699$2.8M0.02%
298GOLUB CAP BDC INC38173M102186,618$2.8M0.02%
299ISHARES TR46435U54957,964$2.8M0.02%
300VANGUARD SCOTTSDALE FDS92206C40935,406$2.8M0.02%
301REALTY INCOME CORPO43,936$2.8M0.02%
302SPDR SER TR78468R85361,022$2.8M0.02%
303SPDR SER TR78464A40933,394$2.8M0.02%
304BERKSHIRE HATHAWAY INC DELBRK-A4$2.8M0.02%
305ISHARES INC46434G86375,092$2.7M0.02%
306FIRST AMERN FINL CORP31847R10241,211$2.7M0.02%
307FEDEX CORPFDX9,721$2.7M0.02%
308VANGUARD STAR FDS92190976840,702$2.6M0.02%
309ISHARES TR46432F33914,683$2.6M0.02%
310ISHARES TR46428715020,821$2.6M0.02%
311CHIPOTLE MEXICAN GRILL INCCMG45,313$2.6M0.02%
312VANECK ETF TRUST92189F10665,089$2.6M0.02%
313ISHARES TR46435UAA9105,471$2.6M0.02%
314BRISTOL-MYERS SQUIBB COCELG-RI49,252$2.5M0.02%
315ISHARES TR46428716818,860$2.5M0.02%
316INTEL CORPINTC107,635$2.5M0.02%
317ISHARES TR46429B66320,853$2.5M0.02%
318PIMCO ETF TR72201R77525,857$2.4M0.02%
319NEWMONT CORPNEMCL45,225$2.4M0.02%
320GENUINE PARTS COGPC17,243$2.4M0.02%
321ISHARES TR46432F83433,150$2.4M0.02%
322VERTEX PHARMACEUTICALS INCVRTX5,153$2.4M0.02%
323T-MOBILE US INCTMUSZ11,549$2.4M0.02%
324INVESCO EXCH TRADED FD TR IIIVZ33,166$2.4M0.02%
325VANGUARD ADMIRAL FDS INC92193277825,608$2.4M0.02%
326ISHARES TR46428717621,397$2.4M0.02%
327ISHARES TR46428752310,204$2.4M0.02%
328J P MORGAN EXCHANGE TRADED F46641Q75353,958$2.4M0.02%
329FRANKLIN TEMPLETON ETF TRFGDL65,205$2.4M0.02%
330SELECT SECTOR SPDR TR81369Y86051,805$2.3M0.02%
331ISHARES SILVER TRSLV81,215$2.3M0.02%
332MORGAN STANLEYMS-PQ22,123$2.3M0.02%
333VANGUARD INTL EQUITY INDEX F92204271818,229$2.3M0.02%
334INNOVATOR ETFS TRUSTINHD65,074$2.3M0.02%
335VANECK ETF TRUST92189H73065,350$2.3M0.02%
336ISHARES TR46428876015,288$2.3M0.02%
337CITIGROUP INCC-PR36,395$2.3M0.02%
338FIRST CTZNS BANCSHARES INC N31946M1031,210$2.2M0.02%
339FISERV INCFISV12,373$2.2M0.02%
340QUANTA SVCS INC74762E1027,409$2.2M0.02%
341ISHARES TR46428784615,818$2.2M0.02%
342BROWN FORMAN CORPBF-B44,850$2.2M0.02%
343INVESCO EXCHANGE TRADED FD TIVZ20,342$2.2M0.02%
344ISHARES TR46428870334,477$2.2M0.02%
345FIRST TR EXCHANGE-TRADED FD33733E30210,308$2.2M0.02%
346EOG RES INCEOG17,737$2.2M0.02%
347FIDELITY NATIONAL FINANCIALFNF35,038$2.2M0.02%
348PARKER-HANNIFIN CORPPH3,432$2.2M0.02%
349FIDELITY COVINGTON TRUST31609250133,603$2.1M0.02%
350FIDELITY COVINGTON TRUST31609284041,589$2.1M0.02%
351GAMING & LEISURE PPTYS INC36467J10840,686$2.1M0.02%
352VANGUARD WORLD FD92204A2079,553$2.1M0.02%
353CHUBB LIMITEDCB7,228$2.1M0.02%
354ONEOK INC NEWOKE22,859$2.1M0.02%
355DEERE & CODE4,945$2.1M0.02%
356HARTFORD FINL SVCS GROUP INCHIG-PG17,344$2.0M0.02%
357FIDELITY COVINGTON TRUST31609220422,609$2.0M0.02%
358INVESCO EXCH TRADED FD TR IIIVZ85,500$2.0M0.02%
359SUNRUN INCRUN110,073$2.0M0.02%
360MONDELEZ INTL INC60920710526,982$2.0M0.02%
361VANGUARD SCOTTSDALE FDS92206C70632,826$2.0M0.02%
362ISHARES TR46428828121,114$2.0M0.02%
363VIATRIS INCVTRS168,502$2.0M0.02%
364KRAFT HEINZ COKHC55,695$2.0M0.02%
365ISHARES TR46428772112,712$1.9M0.02%
366YUM BRANDS INCYUM13,727$1.9M0.02%
367CENTENE CORP DELCNC25,250$1.9M0.02%
368NORFOLK SOUTHN CORP6558441087,631$1.9M0.02%
369ASML HOLDING N VASMLF2,263$1.9M0.02%
370PROSHARES TR74348A46717,618$1.9M0.02%
371ISHARES TR46428767114,093$1.9M0.02%
372AMERICAN CENTY ETF TR02507280226,105$1.8M0.02%
373VANGUARD CHARLOTTE FDS92203J40736,555$1.8M0.02%
374PACCAR INCPCAR18,525$1.8M0.02%
375PROLOGIS INC.PLDGP14,418$1.8M0.02%
376SPDR INDEX SHS FDS78463X88947,842$1.8M0.02%
377RBB FD INC74933W48636,832$1.8M0.02%
378MARRIOTT INTL INC NEW5719032027,096$1.8M0.02%
379SCHWAB STRATEGIC TR80852475547,048$1.8M0.02%
380APPLOVIN CORPAPP13,413$1.8M0.02%
381DELTA AIR LINES INC DELDAL34,427$1.7M0.02%
382CARRIER GLOBAL CORPORATIONCARR21,708$1.7M0.02%
383SCHWAB STRATEGIC TR80852410226,160$1.7M0.02%
384DIMENSIONAL ETF TRUST25434V40127,977$1.7M0.02%
385LEIDOS HOLDINGS INCLDOS10,638$1.7M0.02%
386VANGUARD WHITEHALL FDS92194679423,585$1.7M0.02%
387SCHWAB CHARLES CORPSCHW-PJ26,676$1.7M0.02%
388BEST BUY INCBBY16,355$1.7M0.01%
389EDISON INTL28102010719,220$1.7M0.01%
390PG&E CORPPCG-PX83,920$1.7M0.01%
391CONSTELLATION ENERGY CORPCEG6,316$1.6M0.01%
392VANGUARD SCOTTSDALE FDS92206C87019,607$1.6M0.01%
393ISHARES TR46428857015,092$1.6M0.01%
394IRON MTN INC DEL46284V10113,797$1.6M0.01%
395SPDR SER TR78468R78835,866$1.6M0.01%
396VANGUARD INTL EQUITY INDEX F92204277525,942$1.6M0.01%
397NETAPP INCNTAP13,114$1.6M0.01%
398VANGUARD BD INDEX FDS92193782720,553$1.6M0.01%
399VANGUARD WORLD FD92191084012,507$1.6M0.01%
400WISDOMTREE TRWT31,947$1.6M0.01%
401AFLAC INCAFL14,244$1.6M0.01%
402ASTRAZENECA PLCAZN20,436$1.6M0.01%
403VANECK MERK GOLD ETFOUNZ62,300$1.6M0.01%
404NOVARTIS AGNVSEF13,630$1.6M0.01%
405WISDOMTREE TRWT30,650$1.6M0.01%
406SCHWAB STRATEGIC TR80852477121,680$1.6M0.01%
407UNIVERSAL HLTH SVCS INC9139031006,752$1.5M0.01%
408REGENERON PHARMACEUTICALSREGN1,467$1.5M0.01%
409ISHARES TR46436E71814,997$1.5M0.01%
410D R HORTON INC23331A1097,917$1.5M0.01%
411PHILLIPS 66PSX11,445$1.5M0.01%
412GE VERNOVA INCGEV5,890$1.5M0.01%
413AON PLCAON4,338$1.5M0.01%
414SPDR SER TR78464A35919,589$1.5M0.01%
415TEXTRON INCTXT16,698$1.5M0.01%
416SPDR SER TR78464A80521,005$1.5M0.01%
417FORTINET INCFTNT18,754$1.5M0.01%
418MEDTRONIC PLCMDT16,080$1.4M0.01%
419TRAVELERS COMPANIES INCTRV6,129$1.4M0.01%
420MASCO CORPMAS17,093$1.4M0.01%
421VANGUARD WORLD FD92191073314,096$1.4M0.01%
422ISHARES TR46428788710,193$1.4M0.01%
423AGILENT TECHNOLOGIES INCA9,571$1.4M0.01%
424EBAY INC.EBAY21,796$1.4M0.01%
425ISHARES TR4642875569,677$1.4M0.01%
426JABIL INCJBL11,598$1.4M0.01%
427ISHARES TR46428849722,845$1.4M0.01%
428UNITED RENTALS INCURI1,697$1.4M0.01%
429WILLIS TOWERS WATSON PLC LTDWTW4,637$1.4M0.01%
430METLIFE INCMET-PF16,465$1.4M0.01%
431VANGUARD WORLD FD92204A1083,952$1.3M0.01%
432BROADRIDGE FINL SOLUTIONS IN11133T1036,228$1.3M0.01%
433EDWARDS LIFESCIENCES CORPEW20,260$1.3M0.01%
434BOSTON SCIENTIFIC CORPBSX15,941$1.3M0.01%
435INVESCO EXCHANGE TRADED FD TIVZ21,028$1.3M0.01%
436BLACKROCK CR ALLOCATION INCOBLK117,293$1.3M0.01%
437MSCI INCMSCI2,262$1.3M0.01%
438DUPONT DE NEMOURS INCDD14,799$1.3M0.01%
439SPDR SER TR78464A50824,486$1.3M0.01%
440BROWN & BROWN INCBRO12,478$1.3M0.01%
441BROWN FORMAN CORPBF-B26,624$1.3M0.01%
442VANGUARD WORLD FD92204A30610,340$1.3M0.01%
443INDIA FD INC45408910366,451$1.3M0.01%
444CDW CORPCDW5,560$1.3M0.01%
445NXP SEMICONDUCTORS N VNXPI5,218$1.3M0.01%
446ANALOG DEVICES INCADI5,401$1.2M0.01%
447FIDELITY WISE ORIGIN BITCOINFBTC22,269$1.2M0.01%
448SYSCO CORPSYY15,785$1.2M0.01%
449ELECTRONIC ARTS INCEA8,578$1.2M0.01%
450J P MORGAN EXCHANGE TRADED F46654Q20322,388$1.2M0.01%
451SCHLUMBERGER LTDSLB29,236$1.2M0.01%
452ISHARES TR46435G32617,248$1.2M0.01%
453HP INCHPQ33,781$1.2M0.01%
454SCHWAB STRATEGIC TR80852476320,266$1.2M0.01%
455VANGUARD WORLD FD92204A8766,912$1.2M0.01%
456DOW INCDOW21,921$1.2M0.01%
457CENCORA INCCOR5,279$1.2M0.01%
458MICROCHIP TECHNOLOGY INC.MCHPP14,725$1.2M0.01%
459INVESCO EXCHANGE TRADED FD TIVZ28,695$1.2M0.01%
460THE TRADE DESK INC88339J10510,578$1.2M0.01%
461PROCEPT BIOROBOTICS CORPPRCT14,451$1.2M0.01%
462IDEXX LABS INC45168D1042,287$1.2M0.01%
463MGIC INVT CORP WIS55284810345,001$1.2M0.01%
464VANGUARD SCOTTSDALE FDS92206C7304,418$1.1M0.01%
465M & T BK CORP55261F1046,444$1.1M0.01%
466AMETEK INCAME6,675$1.1M0.01%
467AMERICAN ELEC PWR CO INC02553710111,057$1.1M0.01%
468INVESCO EXCHANGE TRADED FD TIVZ24,583$1.1M0.01%
469PUBLIC STORAGE OPER COPSA-PS3,071$1.1M0.01%
470EVERSOURCE ENERGYES16,387$1.1M0.01%
471CONSOLIDATED EDISON INCED10,695$1.1M0.01%
472INTERCONTINENTAL EXCHANGE IN45866F1046,922$1.1M0.01%
473AKAMAI TECHNOLOGIES INCAKAM10,983$1.1M0.01%
474SHELL PLCRYDAF16,713$1.1M0.01%
475CUMMINS INCCMI3,390$1.1M0.01%
476DECKERS OUTDOOR CORPDECK6,882$1.1M0.01%
477ISHARES TR46428743211,180$1.1M0.01%
478ULTA BEAUTY INCULTA2,796$1.1M0.01%
479ISHARES TR46435G4258,588$1.1M0.01%
480DIREXION SHS ETF TR25459W45829,376$1.1M0.01%
481NORTHERN TR CORPNTRSO11,797$1.1M0.01%
482ELEVANCE HEALTH INCELV2,042$1.1M0.01%
483CLOROX CO DELCLX6,482$1.1M0.01%
484ILLINOIS TOOL WKS INC4523081094,020$1.1M0.01%
485GLACIER BANCORP INC NEWGBCI22,873$1.0M0.01%
486ENBRIDGE INCENNPF25,690$1.0M0.01%
487GOLDMAN SACHS ETF TRNVGLF29,505$1.0M0.01%
488SYNOPSYS INCSNPS2,041$1.0M0.01%
489CADENCE DESIGN SYSTEM INCCDNS3,786$1.0M0.01%
490DISCOVER FINL SVCS2547091087,291$1.0M0.01%
491ISHARES TR46429B74710,083$1.0M0.01%
492UNILEVER PLCUNLYF15,649$1.0M0.01%
493AMERIPRISE FINL INC03076C1062,163$1.0M0.01%
494CORTEVA INCCTVA17,282$1.0M0.01%
495SCHWAB STRATEGIC TR80852450812,152$1.0M0.01%
496SHOPIFY INCSHOP12,496$1.0M0.01%
497SCHWAB STRATEGIC TR80852473030,990$1.0M0.01%
498ISHARES TR4642886798,947$989,8190.01%
499ENERGY TRANSFER L PET-PI61,493$986,9590.01%
500BLACKROCK MUN TARGET TERM TRBLK45,304$979,4720.01%