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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

Waverly Advisors, LLC

Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001398344-25-002762

Total Value
$6.47B
Positions
1,045
Other Managers
3
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200918,204$540.5M8.66%
2VANGUARD INDEX FDS922908736636,852$261.4M4.19%
3APPLE INCAAPL672,413$168.4M2.70%
4VANGUARD SPECIALIZED FUNDS921908844840,124$164.5M2.64%
5INVESCO EXCHANGE TRADED FD TIVZ3,966,188$160.0M2.56%
6ISHARES TR464287622334,499$107.8M1.73%
7VANGUARD INDEX FDS922908512632,321$102.3M1.64%
8INVESCO EXCHANGE TRADED FD TIVZ569,742$99.8M1.60%
9NVIDIA CORPORATIONNVDA714,717$96.0M1.54%
10AMERICAN CENTY ETF TR025072877973,523$94.0M1.51%
11MICROSOFT CORPMSFT208,882$88.0M1.41%
12VANGUARD SCOTTSDALE FDS92206C730301,309$80.4M1.29%
13BERKSHIRE HATHAWAY INC DELBRK-A166,199$75.3M1.21%
14SPDR S&P 500 ETF TRSPY124,949$73.2M1.17%
15VANGUARD INDEX FDS922908769247,343$71.7M1.15%
16VANGUARD INDEX FDS922908538274,029$69.5M1.11%
17SPDR SER TR78464A409755,565$66.4M1.06%
18ISHARES TR464287614161,620$64.9M1.04%
19AMERICAN CENTY ETF TR025072349964,906$64.4M1.03%
20INVESCO EXCHANGE TRADED FD TIVZ1,321,060$55.0M0.88%
21ISHARES TR464287689152,237$50.9M0.82%
22ISHARES TR464287507768,953$47.9M0.77%
23INVESCO QQQ TRIVZ90,904$46.5M0.74%
24J P MORGAN EXCHANGE TRADED F46641Q159987,428$45.0M0.72%
25VANGUARD TAX-MANAGED FDS921943858933,535$44.6M0.72%
26PROCTER AND GAMBLE CO742718109265,873$44.6M0.71%
27VANGUARD INDEX FDS922908744259,673$44.0M0.70%
28VANGUARD WHITEHALL FDS921946406326,486$41.7M0.67%
29AMAZON COM INCAMZN188,941$41.5M0.66%
30AMERICAN CENTY ETF TR025072885419,542$40.7M0.65%
31SCHWAB STRATEGIC TR8085247971,479,271$40.4M0.65%
32ISHARES TR46436E718391,743$39.3M0.63%
33JPMORGAN CHASE & CO.VYLD160,295$38.4M0.62%
34SPDR SER TR78464A6491,520,027$38.0M0.61%
35ISHARES TR464287309368,690$37.4M0.60%
36ISHARES TR464287655166,428$36.8M0.59%
37VANGUARD SCOTTSDALE FDS92206C870446,619$35.9M0.57%
38SPDR SER TR78464A854511,027$35.2M0.56%
39VANGUARD MUN BD FDS922907746673,996$33.8M0.54%
40ALPHABET INCGOOG177,779$33.7M0.54%
41VANGUARD INDEX FDS92290836359,501$32.1M0.51%
42ISHARES TR46434V621490,954$30.1M0.48%
43ISHARES TR464288877523,466$27.5M0.44%
44WALMART INCWMT303,821$27.5M0.44%
45SCHWAB STRATEGIC TR8085241021,183,899$26.9M0.43%
46HOME DEPOT INCHD68,995$26.8M0.43%
47ECOLAB INCECL114,181$26.8M0.43%
48ISHARES TR464289438111,972$26.3M0.42%
49ORACLE CORPORCL-PD157,564$26.3M0.42%
50PIMCO ETF TR72201R833259,596$26.0M0.42%
51COCA COLA COKO413,684$25.8M0.41%
52SPDR SER TR78464A805354,551$25.3M0.41%
53VANGUARD SCOTTSDALE FDS92206C409324,444$25.3M0.41%
54ISHARES TR464287598136,514$25.3M0.40%
55SPDR SER TR78464A508493,314$25.2M0.40%
56ISHARES TR464287226259,386$25.1M0.40%
57ELI LILLY & COLLY32,016$24.7M0.40%
58ACCENTURE PLC IRELANDACN69,197$24.3M0.39%
59EXXON MOBIL CORPXOM224,082$24.1M0.39%
60ISHARES TR46429B663198,317$22.3M0.36%
61PIMCO ETF TR72201R775234,736$21.2M0.34%
62VANGUARD BD INDEX FDS92203C303427,027$21.2M0.34%
63ISHARES TR464287408108,328$20.7M0.33%
64ABBVIE INCABBV114,340$20.3M0.33%
65JOHNSON & JOHNSONJNJ136,438$19.7M0.32%
66BROADCOM INCAVGO85,059$19.7M0.32%
67J P MORGAN EXCHANGE TRADED F46641Q837388,265$19.6M0.31%
68SCHWAB STRATEGIC TR808524300700,613$19.5M0.31%
69VANGUARD SCOTTSDALE FDS92206C664216,878$19.4M0.31%
70ISHARES TR464288661166,281$19.2M0.31%
71VISA INCV60,546$19.1M0.31%
72UNITED PARCEL SERVICE INCUPS150,428$19.0M0.30%
73ISHARES TR464287481147,955$18.8M0.30%
74SOUTHERN COSOMN219,362$18.1M0.29%
75ALPHABET INCGOOG91,908$17.5M0.28%
76ISHARES TR464287465230,197$17.4M0.28%
77ISHARES TR464287879160,220$17.4M0.28%
78VANGUARD WORLD FD92204A20781,502$17.2M0.28%
79SPDR SER TR78464A474557,679$16.7M0.27%
80SPDR SER TR78464A847302,094$16.5M0.26%
81TAIWAN SEMICONDUCTOR MFG LTD87403910082,698$16.3M0.26%
82TESLA INCTSLA40,306$16.3M0.26%
83ISHARES TR464288885165,812$16.1M0.26%
84LISTED FD TR53656F649610,503$16.0M0.26%
85ISHARES TR464289420201,682$15.9M0.26%
86VICTORY PORTFOLIOS II92647N535315,536$15.8M0.25%
87J P MORGAN EXCHANGE TRADED F46641Q332263,307$15.1M0.24%
88ISHARES TR46428763091,627$15.0M0.24%
89VANGUARD STAR FDS921909768252,509$14.9M0.24%
90DEERE & CODE34,976$14.8M0.24%
91ISHARES TR464289867258,466$14.8M0.24%
92ISHARES TR464287499164,341$14.5M0.23%
93WASTE MGMT INC DEL94106L10971,721$14.5M0.23%
94DIMENSIONAL ETF TRUST25434V864306,895$14.4M0.23%
95ISHARES TR464287473110,631$14.3M0.23%
96MERCK & CO INCMRK143,718$14.3M0.23%
97COSTCO WHSL CORP NEW22160K10515,320$14.0M0.22%
98VANGUARD BD INDEX FDS921937835193,155$13.9M0.22%
99SPDR SER TR78464A375422,393$13.8M0.22%
100SPDR INDEX SHS FDS78463X889404,710$13.8M0.22%
101VANGUARD WORLD FD921910840108,952$13.6M0.22%
102MCDONALDS CORPMCD46,271$13.4M0.21%
103META PLATFORMS INCMETA22,827$13.4M0.21%
104ISHARES TR46432F33973,554$13.1M0.21%
105PEPSICO INCPEP85,042$12.9M0.21%
106ISHARES TR464287606142,155$12.9M0.21%
107ISHARES TR46428710144,741$12.9M0.21%
108ISHARES TR46434V613282,865$12.8M0.20%
109SCHWAB STRATEGIC TR808524508459,414$12.7M0.20%
110ISHARES TR46428715098,908$12.7M0.20%
111AMERICAN EXPRESS COAXP42,296$12.6M0.20%
112CINCINNATI FINL CORP17206210186,980$12.5M0.20%
113SERVISFIRST BANCSHARES INCSFBS146,748$12.4M0.20%
114CISCO SYS INCCSCO208,090$12.3M0.20%
115VANGUARD INTL EQUITY INDEX F922042858279,364$12.3M0.20%
116ISHARES TR464288257104,700$12.3M0.20%
117SELECT SECTOR SPDR TR81369Y80352,750$12.3M0.20%
118BANK AMERICA CORP060505104278,666$12.2M0.20%
119ISHARES TR464288414114,697$12.2M0.20%
120SCHWAB STRATEGIC TR808524862493,825$11.9M0.19%
121FIRST TR EXCH TRADED FD III33739E108665,498$11.8M0.19%
122ISHARES TR46432F842165,799$11.7M0.19%
123THERMO FISHER SCIENTIFIC INCTMO21,523$11.2M0.18%
124VANGUARD INDEX FDS92290862942,377$11.2M0.18%
125CHEVRON CORP NEWCVX77,200$11.2M0.18%
126ISHARES TR46432F39653,841$11.1M0.18%
127ISHARES INC46434G103212,559$11.1M0.18%
128ISHARES TR464289859143,522$11.0M0.18%
129ANSYS INC03662Q10532,531$11.0M0.18%
130BADGER METER INCBMI51,708$11.0M0.18%
131PROSHARES TR74348A467109,248$10.9M0.17%
132AMERICAN CENTY ETF TR025072604184,161$10.8M0.17%
133J P MORGAN EXCHANGE TRADED F46654Q203191,459$10.8M0.17%
134AMERICAN CENTY ETF TR025072802165,063$10.7M0.17%
135MCCORMICK & CO INCMKC-V140,474$10.7M0.17%
136ISHARES TR464287440114,007$10.5M0.17%
137VANGUARD INTL EQUITY INDEX F922042775183,509$10.5M0.17%
138UNITEDHEALTH GROUP INCUNH20,522$10.4M0.17%
139VANECK ETF TRUST92189F106305,523$10.4M0.17%
140KIMBERLY-CLARK CORPKMB77,282$10.1M0.16%
141VERIZON COMMUNICATIONS INCVZ250,521$10.0M0.16%
142ABBOTT LABSABLZF87,165$9.9M0.16%
143EA SERIES TRUST02072L102218,032$9.7M0.16%
144PUBLIC STORAGE OPER COPSA-PS32,370$9.7M0.16%
145ISHARES TR464288646187,056$9.7M0.15%
146PENTAIR PLCPNR94,670$9.5M0.15%
147EQUINIX INCEQIX10,023$9.5M0.15%
148MORGAN STANLEY ETF TRUSTMS-PQ186,556$9.4M0.15%
149AMERICAN WTR WKS CO INC NEW03042010374,339$9.3M0.15%
150AMERICAN CENTY ETF TR025072281139,519$9.2M0.15%
151INTERNATIONAL BUSINESS MACHSINTR41,900$9.2M0.15%
152COLGATE PALMOLIVE COCL100,827$9.2M0.15%
153J P MORGAN EXCHANGE TRADED F46654Q724147,634$9.2M0.15%
154ISHARES INC464286749197,102$9.1M0.15%
155UNILEVER PLCUNLYF159,116$9.0M0.14%
156STARBUCKS CORPSBUX95,226$8.7M0.14%
157VANGUARD INDEX FDS92290875135,546$8.5M0.14%
158ISHARES TR46428743295,017$8.3M0.13%
159INVESCO EXCHANGE TRADED FD TIVZ380,351$8.1M0.13%
160ISHARES TR46428780470,172$8.1M0.13%
161AMGEN INCAMGN31,014$8.1M0.13%
162VANGUARD INDEX FDS92290859528,417$8.0M0.13%
163JANUS DETROIT STR TR47103U886160,051$7.8M0.13%
164DIMENSIONAL ETF TRUST25434V765309,602$7.8M0.13%
165CATERPILLAR INCCAT21,529$7.8M0.13%
166VANGUARD WORLD FD92191081622,647$7.8M0.12%
167SCHWAB STRATEGIC TR808524839340,511$7.7M0.12%
168AT&T INCT-PC339,011$7.7M0.12%
169ISHARES TR46428764826,673$7.7M0.12%
170NUCOR CORPNUE65,765$7.7M0.12%
171SCHWAB STRATEGIC TR808524805412,980$7.6M0.12%
172ENERGY TRANSFER L PET-PI383,164$7.5M0.12%
173ELECTRONIC ARTS INCEA50,912$7.4M0.12%
174SCHWAB STRATEGIC TR808524763249,823$7.4M0.12%
175ISHARES TR464288273121,150$7.4M0.12%
176DUKE ENERGY CORP NEWDUKB67,854$7.3M0.12%
177GOLDMAN SACHS GROUP INCGSCE12,566$7.2M0.12%
178SCHWAB STRATEGIC TR808524201307,035$7.1M0.11%
179LOCKHEED MARTIN CORPLMT14,572$7.1M0.11%
180SELECT SECTOR SPDR TR81369Y20950,764$7.0M0.11%
181PALANTIR TECHNOLOGIES INCPLTR86,614$6.6M0.10%
182J P MORGAN EXCHANGE TRADED F46641Q274140,030$6.5M0.10%
183SPDR INDEX SHS FDS78463X848232,772$6.5M0.10%
184KROGER COKR104,342$6.4M0.10%
185ISHARES TR46432F83494,663$6.3M0.10%
186INTUITIVE SURGICAL INCISRG11,799$6.2M0.10%
187INVESCO EXCH TRADED FD TR IIIVZ305,393$6.1M0.10%
188BLACKROCK ETF TRUSTBLK117,073$6.0M0.10%
189SELECT SECTOR SPDR TR81369Y70445,515$6.0M0.10%
190VANGUARD INTL EQUITY INDEX F92204274250,520$5.9M0.10%
191DIMENSIONAL ETF TRUST25434V807165,941$5.9M0.09%
192ISHARES TR46428745771,338$5.8M0.09%
193UNION PAC CORPUNP25,356$5.8M0.09%
194GLOBAL PMTS INC37940X10251,411$5.8M0.09%
195QUALCOMM INCQCOM37,487$5.8M0.09%
196DIMENSIONAL ETF TRUST25434V666191,396$5.7M0.09%
197INFOSYS LTDINFY259,146$5.7M0.09%
198INTUITINTU8,988$5.6M0.09%
199CLOROX CO DELCLX34,754$5.6M0.09%
200ISHARES TR46428815853,509$5.6M0.09%
201SCHWAB STRATEGIC TR808524409213,204$5.6M0.09%
202BLACKROCK ETF TRUST IIBLK106,815$5.6M0.09%
203SPDR INDEX SHS FDS78463X509144,229$5.5M0.09%
204VANGUARD INDEX FDS92290855361,533$5.5M0.09%
205DIAGEO PLCDGEAF43,034$5.5M0.09%
206SALESFORCE INCCRM16,314$5.5M0.09%
207WISDOMTREE TRWT126,993$5.5M0.09%
208ISHARES U S ETF TR46431W507107,193$5.4M0.09%
209NVENT ELECTRIC PLCNVT78,884$5.4M0.09%
210BLACKROCK INCBLK5,222$5.4M0.09%
211VANGUARD WHITEHALL FDS92194679477,900$5.3M0.08%
212AIR PRODS & CHEMS INCAIIR18,093$5.2M0.08%
213DIMENSIONAL ETF TRUST25434V740199,104$5.2M0.08%
214ISHARES TR46434V100103,290$5.1M0.08%
215SPDR SER TR78468R853114,114$5.1M0.08%
216FIRST TR EXCHANGE TRADED FD33734X84679,205$5.0M0.08%
217LISTED FD TR53656F631150,808$5.0M0.08%
218ISHARES TR464288687158,763$5.0M0.08%
219ISHARES TR46435G250105,088$4.9M0.08%
220MICRON TECHNOLOGY INCMU58,075$4.9M0.08%
221SCHWAB STRATEGIC TR808524706181,292$4.8M0.08%
222LINDE PLCLIN11,516$4.8M0.08%
223WELLS FARGO CO NEW94974610168,313$4.8M0.08%
224FIDELITY MERRIMACK STR TR316188309106,935$4.8M0.08%
225INVESCO EXCHANGE TRADED FD TIVZ41,596$4.8M0.08%
226BLACKSTONE INCBX27,708$4.8M0.08%
227VANGUARD INTL EQUITY INDEX F92204287474,652$4.7M0.08%
228ISHARES INC46434G76485,325$4.7M0.08%
229ISHARES TR46428770537,820$4.7M0.08%
230RTX CORPORATIONRTX39,643$4.6M0.07%
231SPDR SER TR78464A30052,392$4.6M0.07%
232DIMENSIONAL ETF TRUST25434V773185,812$4.6M0.07%
233SELECT SECTOR SPDR TR81369Y30857,875$4.5M0.07%
234SELECT SECTOR SPDR TR81369Y40720,198$4.5M0.07%
235GENERAL DYNAMICS CORPGD16,987$4.5M0.07%
236VULCAN MATLS CO92916010917,340$4.5M0.07%
237LOWES COS INC54866110717,945$4.4M0.07%
238SSGA ACTIVE ETF TR78467V608104,799$4.4M0.07%
239TARGET CORPTGT32,200$4.4M0.07%
240WISDOMTREE TRWT79,965$4.3M0.07%
241JANUS DETROIT STR TR47103U84584,772$4.3M0.07%
242ARES CAPITAL CORPARCC195,983$4.3M0.07%
243WISDOMTREE TRWT85,219$4.3M0.07%
244WISDOMTREE TRWT52,350$4.2M0.07%
245DIMENSIONAL ETF TRUST25434V203143,986$4.2M0.07%
246DISNEY WALT CO25468710636,953$4.1M0.07%
247BERKSHIRE HATHAWAY INC DELBRK-A6$4.1M0.07%
248ISHARES TR46428863879,206$4.1M0.07%
249HONEYWELL INTL INC43851610618,028$4.1M0.07%
250KELLANOVABEKE50,087$4.1M0.06%
251SOUTHERN STS BANCSHARES INCSOMN121,019$4.0M0.06%
252SONY GROUP CORPSNEJF189,654$4.0M0.06%
253ISHARES TR46434V87879,194$4.0M0.06%
254SPDR SER TR78464A76329,458$3.9M0.06%
255ISHARES TR46428729145,486$3.9M0.06%
256ISHARES TR46428851348,991$3.9M0.06%
257KKR & CO INCKKRT25,945$3.8M0.06%
258EATON CORP PLCETN11,558$3.8M0.06%
259ILLINOIS TOOL WKS INC45230810915,058$3.8M0.06%
260CONOCOPHILLIPSCOP38,420$3.8M0.06%
261UNITED CMNTY BKS BLAIRSVLE GUNTCW117,088$3.8M0.06%
262DIMENSIONAL ETF TRUST25434V40158,145$3.7M0.06%
263DIMENSIONAL ETF TRUST25434V84977,384$3.7M0.06%
264INVESCO EXCH TRADED FD TR IIIVZ17,533$3.7M0.06%
265ADVANCED MICRO DEVICES INCAMD30,274$3.7M0.06%
266COTERRA ENERGY INCCTRA142,477$3.6M0.06%
267ISHARES TR46428852162,840$3.6M0.06%
268SPDR SER TR78468R101123,748$3.6M0.06%
269GE AEROSPACE36960430121,152$3.5M0.06%
270DTE ENERGY CODTK29,193$3.5M0.06%
271INTEL CORPINTC175,400$3.5M0.06%
272AUTOMATIC DATA PROCESSING INADP12,001$3.5M0.06%
273ISHARES TR46428717632,706$3.5M0.06%
274ISHARES TR46428944623,798$3.4M0.06%
275ROCKET LAB USA INCRKLB134,676$3.4M0.05%
2763M COMMM26,443$3.4M0.05%
277NEXTERA ENERGY INCNEE-PW47,597$3.4M0.05%
278TRUIST FINL CORP89832Q10978,194$3.4M0.05%
279UNIFIED SER TRUFI81,409$3.4M0.05%
280COMCAST CORP NEWCCZ90,042$3.4M0.05%
281INVESCO EXCH TRADED FD TR IIIVZ70,064$3.4M0.05%
282PHILIP MORRIS INTL INC71817210927,761$3.3M0.05%
283KINDER MORGAN INC DELEP-PC120,321$3.3M0.05%
284IRON MTN INC DEL46284V10131,192$3.3M0.05%
285VANGUARD INDEX FDS92290865216,839$3.2M0.05%
286ISHARES TR46428987573,281$3.2M0.05%
287WISDOMTREE TRWT78,307$3.2M0.05%
288NETFLIX INCNFLX3,545$3.2M0.05%
289PNC FINL SVCS GROUP INC69347510516,369$3.2M0.05%
290THE CIGNA GROUP12552310011,400$3.1M0.05%
291SPDR SER TR78464A383144,687$3.1M0.05%
292AMERICAN CENTY ETF TR02507229955,956$3.1M0.05%
293ISHARES TR46428723474,323$3.1M0.05%
294ISHARES TR46434V80388,097$3.1M0.05%
295BOEING COBA-PA17,253$3.1M0.05%
296INVESCO EXCH TRADED FD TR IIIVZ43,503$3.0M0.05%
297VANGUARD WHITEHALL FDS92194681037,793$3.0M0.05%
298EMERSON ELEC COEMR24,372$3.0M0.05%
299ENTERPRISE PRODS PARTNERS L29379210795,323$3.0M0.05%
300MASTERCARD INCORPORATEDMA5,676$3.0M0.05%
301FIRST CTZNS BANCSHARES INC N31946M1031,413$3.0M0.05%
302ISHARES TR46434V86059,132$3.0M0.05%
303SCHWAB CHARLES CORPSCHW-PJ40,169$3.0M0.05%
304TJX COS INC NEW87254010924,428$3.0M0.05%
305FIRST TR EXCHANGE TRADED FD33734X14328,326$2.9M0.05%
306VANGUARD BD INDEX FDS92193781939,442$2.9M0.05%
307VANECK ETF TRUST92189F67612,153$2.9M0.05%
308SPDR S&P MIDCAP 400 ETF TRMDY5,164$2.9M0.05%
309CSX CORPCSX91,145$2.9M0.05%
310ISHARES TR46435G67258,813$2.9M0.05%
311ISHARES TR46429B69732,886$2.9M0.05%
312ISHARES TR46428755622,020$2.9M0.05%
313FIRST TR VALUE LINE DIVID IN33734H10666,557$2.9M0.05%
314PACKAGING CORP AMER69515610912,888$2.9M0.05%
315SELECT SECTOR SPDR TR81369Y88637,738$2.9M0.05%
316VANGUARD WORLD FD92204A40524,074$2.8M0.05%
317VANGUARD INDEX FDS92290861114,249$2.8M0.05%
318ADOBE INCADBE6,340$2.8M0.05%
319GRAYSCALE BITCOIN TRUST ETFGBTC37,883$2.8M0.04%
320ROCKET LAB USA INCRKLB110,000$2.8M0.04%
321MARATHON PETE CORPMARA20,035$2.8M0.04%
322FIRST TR EXCHANGE-TRADED FD33733B10027,056$2.8M0.04%
323SELECT SECTOR SPDR TR81369Y60556,550$2.7M0.04%
324VANECK ETF TRUST92189F64329,165$2.7M0.04%
325ALLSTATE CORPALL-PJ14,014$2.7M0.04%
326SPDR SER TR78464A35934,678$2.7M0.04%
327GILEAD SCIENCES INCGILD29,181$2.7M0.04%
328SPDR GOLD TRGLD11,073$2.7M0.04%
329INVESCO EXCH TRD SLF IDX FDIVZ136,936$2.7M0.04%
330US BANCORP DELUSB-PS55,066$2.6M0.04%
331NEOS ETF TRUST78433H30351,196$2.6M0.04%
332ARCHER DANIELS MIDLAND COADM51,101$2.6M0.04%
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336BLACK HILLS CORPBKH43,786$2.6M0.04%
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340INVESCO EXCH TRD SLF IDX FDIVZ126,327$2.5M0.04%
341VANECK ETF TRUST92189F43785,446$2.4M0.04%
342PIMCO ETF TR72201R87449,042$2.4M0.04%
343DANAHER CORPORATION23585110210,596$2.4M0.04%
344PFIZER INCPFE91,505$2.4M0.04%
345COGNIZANT TECHNOLOGY SOLUTIOCTSH31,449$2.4M0.04%
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349J P MORGAN EXCHANGE TRADED F46641Q85250,008$2.4M0.04%
350FACTSET RESH SYS INC3030751054,891$2.3M0.04%
351TEXAS INSTRS INC88250810412,415$2.3M0.04%
352INVESCO EXCHANGE TRADED FD TIVZ50,756$2.3M0.04%
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354PACER FDS TR69374H88140,892$2.3M0.04%
355SYNOVUS FINL CORP87161C50144,957$2.3M0.04%
356ALTRIA GROUP INCMO43,846$2.3M0.04%
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359BOOKING HOLDINGS INCBKNG456$2.3M0.04%
360TRANE TECHNOLOGIES PLCTT6,122$2.3M0.04%
361VANGUARD ADMIRAL FDS INC92193288521,299$2.2M0.04%
362MARRIOTT INTL INC NEW5719032027,942$2.2M0.04%
363SPDR DOW JONES INDL AVERAGE78467X1095,196$2.2M0.04%
364ISHARES TR46428772113,754$2.2M0.04%
365ISHARES TR46428775416,424$2.2M0.04%
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367OREILLY AUTOMOTIVE INC67103H1071,833$2.2M0.03%
368VANGUARD MALVERN FDS92202080544,785$2.2M0.03%
369NORFOLK SOUTHN CORP6558441089,199$2.2M0.03%
370CITIGROUP INCC-PR30,600$2.2M0.03%
371VANGUARD WORLD FD92204A7023,448$2.1M0.03%
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373ISHARES TR46428734155,779$2.1M0.03%
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380ROPER TECHNOLOGIES INCROP4,015$2.1M0.03%
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382VANGUARD WORLD FD92204A5048,148$2.1M0.03%
383PIMCO ETF TR72201R86639,526$2.0M0.03%
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397WILLIAMS COS INC96945710034,629$1.9M0.03%
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414VANGUARD INTL EQUITY INDEX F92204271814,861$1.7M0.03%
415ESSENTIAL UTILS INC29670G10246,797$1.7M0.03%
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427INTERCONTINENTAL EXCHANGE IN45866F10410,820$1.6M0.03%
428GE VERNOVA INCGEV4,859$1.6M0.03%
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430VERTEX PHARMACEUTICALS INCVRTX3,948$1.6M0.03%
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432ISHARES TR46428757215,743$1.6M0.03%
433DIMENSIONAL ETF TRUST25434V78159,571$1.6M0.03%
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435ISHARES TR46428881026,773$1.6M0.03%
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440BLACKBAUD INCBLKB20,503$1.5M0.02%
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480CARMAX INCKMX15,091$1.2M0.02%
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483VANGUARD WORLD FD92204A30610,090$1.2M0.02%
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490ISHARES TR4642876718,252$1.1M0.02%
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498AMERICAN ELEC PWR CO INC02553710111,617$1.1M0.02%
499INVESCO EXCHANGE TRADED FD TIVZ18,522$1.1M0.02%
500DIREXION SHS ETF TR25459Y20711,546$1.0M0.02%