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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 2025 · Filed May 14, 2025 · Accession 0001398344-25-009319

Total Value
$1.12B
Positions
675
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC COMAAPL379,092$84.2M7.50%
2MICROSOFT CORP COMMSFT143,662$53.9M4.80%
3ISHARES CORE S&P 500 ETF46428720070,673$39.7M3.53%
4LILLY ELI & CO COMLLY36,753$30.4M2.70%
5VISA INC COM CL AV82,404$28.9M2.57%
6JPMORGAN CHASE & CO COMVYLD111,636$27.4M2.44%
7AMAZON COM INC COMAMZN137,684$26.2M2.33%
8COSTCO WHSL CORP NEW COM22160K10525,061$23.7M2.11%
9NVIDIA CORPORATION COMNVDA214,166$23.2M2.07%
10JOHNSON & JOHNSON COMJNJ129,264$21.4M1.91%
11UNITEDHEALTH GROUP INC COMUNH39,780$20.8M1.85%
12ALPHABET INC CAP STK CL AGOOG132,722$20.5M1.83%
13PROCTER AND GAMBLE CO COM742718109117,104$20.0M1.78%
14HOME DEPOT INC COMHD51,031$18.7M1.66%
15PALO ALTO NETWORKS INC COMPANW107,334$18.3M1.63%
16AIR PRODS & CHEMS INC COMAIIR56,706$16.7M1.49%
17UNION PAC CORP COMUNP69,950$16.5M1.47%
18DUKE ENERGY CORP NEW COM NEWDUKB133,189$16.2M1.45%
19ISHARES CORE DIVIDEND GROWTH ETF46434V621252,147$15.6M1.39%
20WALMART INC COMWMT176,175$15.5M1.38%
21GOLDMAN SACHS GROUP INC COMGSCE27,058$14.8M1.32%
22ISHARES FLOATING RATE BOND ETF46429B655287,014$14.7M1.30%
23PEPSICO INC COMPEP92,865$13.9M1.24%
24COCA COLA CO COMKO187,980$13.5M1.20%
25WASTE MGMT INC DEL COM94106L10957,979$13.4M1.19%
26ORACLE CORP COMORCL-PD92,892$13.0M1.16%
27ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF46434V100256,394$12.9M1.15%
28ISHARES S&P MIDCAP FUND464287507219,992$12.8M1.14%
29BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A23,955$12.8M1.14%
30ACCENTURE PLC IRELAND SHS CLASS AACN40,796$12.7M1.13%
31EATON CORP PLC SHSETN46,377$12.6M1.12%
32BLACKSTONE GROUP INC COMBX87,768$12.3M1.09%
33CHEVRON CORP NEW COMCVX69,561$11.6M1.04%
34STRYKER CORPORATION COMSYK29,602$11.0M0.98%
35META PLATFORMS INC CL AMETA18,676$10.8M0.96%
36CINTAS CORP COMCTAS52,161$10.7M0.95%
37ISHARES CORE U.S. AGGREGATE BOND ETF464287226105,499$10.4M0.93%
38TJX COS INC NEW COM87254010982,433$10.0M0.89%
39TRANE TECHNOLOGIES PLC SHSTT28,437$9.6M0.85%
40DEERE & CO COMDE20,080$9.4M0.84%
41WALT DISNEY CO25468710683,536$8.2M0.73%
42APPLIED MATLS INC COM03822210556,626$8.2M0.73%
43STERIS PLC SHS USDSTE34,438$7.8M0.69%
44ISHARES MSCI INTL QUALITY FACTOR ETF46434V456194,361$7.7M0.69%
45LOCKHEED MARTIN CORP COMLMT16,810$7.5M0.67%
46ALPHABET INC CAP STK CL CGOOG47,327$7.4M0.66%
47NIKE INC CL BNKE112,958$7.2M0.64%
48CISCO SYS INC COMCSCO115,826$7.1M0.64%
49BOOKING HOLDINGS INC COMBKNG1,486$6.8M0.61%
50TEXAS INSTRS INC COM88250810435,731$6.4M0.57%
51CME GROUP INC COMCME23,901$6.3M0.56%
52ECOLAB INC COMECL24,506$6.2M0.55%
53JPMORGAN ULTRA-SHORT INCOME ETF46641Q837120,646$6.1M0.54%
54S&P GLOBAL INC COMSPGI11,989$6.1M0.54%
55FEDEX CORP COMFDX24,797$6.0M0.54%
56NEXTERA ENERGY INC COMNEE-PW85,041$6.0M0.54%
57SCHWAB CHARLES CORP COMSCHW-PJ74,539$5.8M0.52%
58CATERPILLAR INC COMCAT17,145$5.7M0.50%
59ZOETIS INC CL AZTS33,518$5.5M0.49%
60COMCAST CORP NEW CL ACCZ145,607$5.4M0.48%
61PHILLIPS 66 COMPSX42,795$5.3M0.47%
62ISHARES MSCI USA MIN VOL FACTOR ETF46429B69754,620$5.1M0.46%
63EDWARDS LIFESCIENCES CORP COMEW70,101$5.1M0.45%
64MCDONALDS CORP COMMCD15,755$4.9M0.44%
65ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND46428755638,224$4.9M0.44%
66HERSHEY CO COMHSY27,768$4.7M0.42%
67SPDR GOLD SHARESGLD16,260$4.7M0.42%
68INVESCO BULLETSHARES 2029 CORPORATE BOND ETFIVZ243,581$4.5M0.40%
69ISHARES S&P SMALL-CAP FUND46428780442,454$4.4M0.40%
70BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS11300410591,582$4.4M0.39%
71TRUIST FINL CORP COM89832Q109105,654$4.3M0.39%
72EOG RES INC COMEOG33,644$4.3M0.38%
73INVESCO BULLETSHARES 2027 CORPORATE BOND ETFIVZ217,940$4.3M0.38%
74PUBLIC STORAGE OPER CO COMPSA-PS14,182$4.2M0.38%
75INVESCO BULLETSHARES 2026 CORPORATE BOND ETFIVZ216,980$4.2M0.38%
76ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G76476,510$4.2M0.38%
77INVESCO BULLETSHARES 2028 CORPORATE BOND ETFIVZ203,594$4.1M0.37%
78KENVUE INC COMKVUE156,694$3.8M0.33%
79VERIZON COMMUNICATIONS INC COMVZ76,591$3.5M0.31%
80YUM BRANDS INC COMYUM21,147$3.3M0.30%
81NETFLIX INC COMNFLX3,305$3.1M0.27%
82ADOBE SYSTEMS INCORPORATED COMADBE7,869$3.0M0.27%
83QUEST DIAGNOSTICS INC COMDGX17,651$3.0M0.27%
84ISHARES CORE MSCI EAFE ETF46432F84238,497$2.9M0.26%
85INVESCO BULLETSHARES 2025 CORPORATE BOND ETFIVZ138,701$2.9M0.26%
86EXXON MOBIL CORP COMXOM22,304$2.7M0.24%
87CAMECO CORP COMCCJ59,581$2.5M0.22%
88VIKING HOLDINGS LTD ORD SHSVIK61,549$2.4M0.22%
89NORFOLK SOUTHN CORP COM65584410810,031$2.4M0.21%
90INTERNATIONAL FLAVORS&FRAGRANC COM45950610128,484$2.2M0.20%
91CENTRAL SECS CORP COM15512310248,760$2.2M0.20%
92REALTY INCOME CORP COMO37,085$2.2M0.19%
93RAYTHEON TECHNOLOGIES CORP COMRTX15,914$2.1M0.19%
94CIGNA CORP NEW COM1255231006,343$2.1M0.19%
95INVESCO BULLETSHARES 2030 CORPORATE BOND ETFIVZ118,106$2.0M0.17%
96CLEAN HARBORS INC COMCLH9,445$1.9M0.17%
97BLACKROCK INC COMBLK1,837$1.7M0.15%
98KIMBERLY-CLARK CORP COMKMB11,326$1.6M0.14%
99SEMPRA ENERGY COMSREA21,717$1.5M0.14%
100SPDR S&P 500 ETFSPY2,658$1.5M0.13%
101BROADCOM INC COMAVGO8,376$1.4M0.12%
102DIAGEO PLC SPON ADR NEWDGEAF13,381$1.4M0.12%
103ISHARES RUSSELL 2000 ETF4642876556,702$1.3M0.12%
104BK OF AMERICA CORP COM06050510431,603$1.3M0.12%
105VANGUARD MID-CAP GROWTH INDEX FUND9229085385,308$1.3M0.12%
106CARLISLE COS INC COM1423391003,712$1.3M0.11%
107WP CAREY INC COM92936U10919,893$1.3M0.11%
108LEMAITRE VASCULAR INC COMLMAT14,407$1.2M0.11%
109UBER TECHNOLOGIES INC COMUBER16,387$1.2M0.11%
110SHERWIN WILLIAMS CO COMSHW3,405$1.2M0.11%
111MARTIN MARIETTA MATLS INC COM5732841062,476$1.2M0.11%
112INVESCO BULLETSHARES 2031 CORPORATE BOND ETFIVZ71,299$1.2M0.10%
113VANGUARD TOTAL STOCK MARKET INDEX FUND9229087694,118$1.1M0.10%
114HALLIBURTON CO COMHAL44,589$1.1M0.10%
115JABIL INC COMJBL8,300$1.1M0.10%
116VANGUARD S&P 500 ETF9229083632,158$1.1M0.10%
117ISHARES RUSSELL 1000 ETF4642876223,400$1.0M0.09%
118GENERAL ELECTRIC CO COM3696043015,194$1.0M0.09%
119AUTOMATIC DATA PROCESSING INC COMADP3,280$1.0M0.09%
120PNC FINL SVCS GROUP INC COM6934751055,470$961,5310.09%
121TRACTOR SUPPLY CO COMTSCO16,275$896,7530.08%
122MOTOROLA SOLUTIONS INC COM NEWMSI2,014$881,7490.08%
123COLGATE PALMOLIVE CO COMCL9,286$870,0980.08%
124VANGUARD FTSE ALL-WORLD EX US INDEX FUND92204277513,966$847,1780.08%
125ENBRIDGE INC COMENNPF18,585$823,4830.07%
126ROYAL CARIBBEAN GROUP COMV7780T1033,825$785,8080.07%
127REGIONS FINANCIAL CORP NEW COMRF-PF34,491$749,4890.07%
128GALLAGHER ARTHUR J & CO COM3635761092,110$728,4560.06%
129VANGUARD GROWTH INDEX FUND9229087361,793$664,8800.06%
130LULULEMON ATHLETICA INC COMLULU2,294$649,4100.06%
131BECTON DICKINSON & CO COMBDX2,817$645,2620.06%
132PACKAGING CORP AMER COM6951561093,244$642,2810.06%
133MERCK & CO. INC COMMRK6,986$627,0260.06%
134SOUTH ST CORP COMSSB6,564$609,2570.05%
135INVESCO BULLETSHARES 2032 CORPORATE BOND ETFIVZ28,818$587,0230.05%
136ABBVIE INC COMABBV2,727$571,3610.05%
137AMGEN INC COMAMGN1,787$556,8930.05%
138ISHARES CORE 1-5 YEAR USD BOND ETF46432F85911,442$553,2020.05%
1393M CO COMMMM3,700$543,3820.05%
140ISHARES SHORT-TERM NATIONAL MUNI BOND ETF4642881585,020$530,1120.05%
141ABBOTT LABS COMABLZF3,867$512,9140.05%
142INVESCO QQQ TRUSTIVZ1,072$502,5770.04%
143ISHARES RUSSELL 1000 GROWTH ETF4642876141,352$488,1940.04%
144SOUTHERN CO COMSOMN5,282$485,6630.04%
145WEC ENERGY GROUP INC COMWEC4,395$478,9670.04%
146PALANTIR TECHNOLOGIES INC CL APLTR5,625$474,7500.04%
147PARK NATL CORP COM7006581073,119$472,2170.04%
148VANGUARD TOTAL INTERNATIONAL STOCK ETF9219097687,240$449,6040.04%
149GE VERNOVA INC COMGEV1,366$417,0350.04%
150ISHARES RUSSELL MID-CAP ETF4642874994,731$402,4660.04%
151ISHARES NATIONAL MUNI BOND ETF4642884143,816$402,3590.04%
152SERVICENOW INC COMNOW503$400,4580.04%
153FIRST CTZNS BANCSHARES INC N C CL A31946M103200$370,8240.03%
154TECHNOLOGY SELECT SECTOR SPDR FUND81369Y8031,795$370,5950.03%
155MASTERCARD INCORPORATED CL AMA674$369,4330.03%
156AMERICAN EXPRESS CO COMAXP1,356$364,8320.03%
157SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF80852488810,070$361,3120.03%
158ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF4642875154,050$360,4100.03%
159CARRIER GLOBAL CORPORATION COMCARR5,673$359,6680.03%
160CHECK POINT SOFTWARE TECH LTD ORDM224651041,550$353,2760.03%
161FIRST BANCORP N C COM3189101068,712$349,7000.03%
162AMERICAN ELEC PWR CO INC COM0255371013,123$341,2490.03%
163LOWES COS INC COM5486611071,408$328,3260.03%
164CUMMINS INC COMCMI1,000$313,4400.03%
165AT&T INC COMT-PC10,985$310,6510.03%
166ISHARES S&P 500 GROWTH ETF4642873093,301$306,4090.03%
167HONEYWELL INTL INC COM4385161061,430$302,7070.03%
168SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF8085247309,785$301,3780.03%
169HEALTH CARE SELECT SECTOR SPDR FUND81369Y2092,026$295,7720.03%
170INTERNATIONAL BUSINESS MACHS COMINTR1,189$295,7680.03%
171DOMINION ENERGY INC COMD5,078$284,7140.03%
172GENERAL MLS INC COM3703341044,739$283,3450.03%
173WELLS FARGO CO NEW COM9497461013,880$278,5450.02%
174UNITED PARCEL SERVICE INC CL BUPS2,524$277,6400.02%
175ISHARES CURRENCY HEDGED MSCI EAFE ETF46434V8037,558$274,2660.02%
176ISHARES SELECT DIVIDEND ETF4642871682,039$273,8820.02%
177BRISTOL-MYERS SQUIBB CO COMCELG-RI4,461$272,0760.02%
178INVESCO FTSE RAFI US 1500A SMALL-MIDA ETFIVZ7,150$270,6990.02%
179ISHARES MSCI USA QUALITY FACTOR ETF46432F3391,540$263,1710.02%
180PHILIP MORRIS INTL INC COM7181721091,650$261,9050.02%
181PFIZER INC COMPFE10,260$259,9880.02%
182SCHWAB U.S. MID-CAP ETF8085245089,910$259,6540.02%
183WELLTOWER INC COMWELL1,692$259,2310.02%
184NOVARTIS AG SPONSORED ADRNVSEF2,276$253,6820.02%
185GENUINE PARTS CO COMGPC2,100$250,1940.02%
186BP PLC SPONSORED ADRBPPFF7,384$249,5090.02%
187NOVO-NORDISK A S ADRNONOF3,515$244,0960.02%
188ROYAL DUTCH SHELL PLC SPONS ADR ARYDAF3,298$241,6940.02%
189OTIS WORLDWIDE CORP COMOTIS2,312$238,5980.02%
190TOAST INC CL ATOST7,100$235,5070.02%
191ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4642871501,925$234,8690.02%
192AON PLC SHS CL AAON575$229,4770.02%
193FASTENAL CO COMFAST2,939$227,9250.02%
194ISHARES MSCI USA MULTIFACTOR ETF46434V2823,878$224,4490.02%
195CONSOLIDATED EDISON INC COMED1,993$220,3840.02%
196SMUCKER J M CO COM NEW8326964051,800$213,1380.02%
197SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF8085247637,710$211,1770.02%
198TESLA INC COMTSLA805$208,6240.02%
199ISHARES MSCI USA SMALL-CAP MULTIFACTOR ETF46434V2903,333$207,1790.02%
200CLEARSHARES PITON INTERMEDIATE FIXED INCOME ETF26922A1312,200$206,4610.02%
201SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF8085247485,610$203,0820.02%
202VANGUARD FTSE EMERGING MARKETS ETF9220428584,400$199,1440.02%
203GLAXOSMITHKLINE PLC SPONSORED ADRGLAXF5,115$198,1550.02%
204VANGUARD MID-CAP VALUE INDEX FUND9229085121,228$197,1430.02%
205ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF4642886463,648$191,0460.02%
206CARDINAL HEALTH INC COMCAH1,383$190,5360.02%
207COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y8521,932$186,3130.02%
208VANGUARD EXTENDED MARKET ETF9229086521,066$183,6290.02%
209TOTAL SE SPONSORED ADSTTE2,825$182,7780.02%
210AFLAC INC COMAFL1,592$177,0140.02%
211FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK FUND3159128082,562$174,4160.02%
212ISHARES MSCI EAFE ETF4642874652,094$171,1430.02%
213FORTUNE BRANDS HOME & SEC INC COMFBIN2,772$168,7590.02%
214ISHARES COMEX GOLD TRUSTIAU2,834$167,0930.01%
215MARKEL CORP COMMKL89$166,3950.01%
216THERMO FISHER SCIENTIFIC INC COMTMO334$166,1980.01%
217CROWN CASTLE INTL CORP NEW COMCCI1,566$163,2240.01%
218DANAHER CORPORATION COM235851102784$160,6560.01%
219FIDELITY MSCI REAL ESTATE INDEX ETF3160928575,822$159,9400.01%
220SOUTHERN FIRST BANCSHARES COMSFST4,848$159,5960.01%
221BOEING CO COMBA-PA915$156,0530.01%
222ISHARES S&P 100 ETF464287101567$153,5610.01%
223VANGUARD LARGE-CAP INDEX FUND922908637592$152,1620.01%
224STRIVE 500 ETF02072L6804,199$151,4160.01%
225ROPER TECHNOLOGIES INC COMROP256$150,6750.01%
226TARGET CORP COMTGT1,423$148,4780.01%
227ENTERGY CORP NEW COMENO1,702$145,5040.01%
228CSX CORP COMCSX4,899$144,1780.01%
229AMPHENOL CORP NEW CL A0320951012,180$142,9860.01%
230FMC CORP COM NEWFMC3,361$141,8010.01%
231VULCAN MATLS CO COM929160109600$139,9800.01%
232SCHLUMBERGER LTD COMSLB3,238$135,3540.01%
233VANGUARD FTSE DEVELOPED MARKETS ETF9219438582,612$132,7680.01%
234FINANCIAL SELECT SECTOR SPDR FUND81369Y6052,642$131,5820.01%
235TRANSDIGM GROUP INC COMTDG95$131,4130.01%
236GOLDMAN SACHS ACCESS U.S. AGGREGATE BOND ETFNVGLF3,182$131,1370.01%
237CONOCOPHILLIPS COMCOP1,233$129,4750.01%
238LIVE NATION ENTERTAINMENT INC COMLYV975$127,3160.01%
239XCEL ENERGY INC COMXELLL1,795$127,0680.01%
240ENERGY SELECT SECTOR SPDR FUND81369Y5061,345$125,6900.01%
241FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF316092808775$124,9840.01%
242CASEYS GEN STORES INC COM147528103284$123,0830.01%
243SCHWAB US AGGREGATE BOND ETF8085248395,238$121,3220.01%
244JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q6542,383$121,1590.01%
245SPROTT PHYSICAL GOLD TR UNITSII5,000$120,3000.01%
246YIELDMAX NVDA OPTION INCOME STRATEGY ETF88634T7747,813$120,1620.01%
247ISHARES U.S. TECHNOLOGY ETF464287721846$118,8120.01%
248GLOBAL PMTS INC COM37940X1021,199$117,4060.01%
249ELEVANCE HEALTH INCELV269$117,0040.01%
250ISHARES MSCI GLOBAL MIN VOL FACTOR ETF4642865251,000$116,3700.01%
251CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y407585$115,4460.01%
252GRAYSCALE BITCOIN TR BTC SHSGBTC1,760$114,6990.01%
253EQUINIX INC COMEQIX139$113,3340.01%
254MARATHON PETE CORP COMMARA770$112,1650.01%
255GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC1,387$111,9690.01%
256FLOWSERVE CORP COMFLS2,250$109,8900.01%
257FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTING33734X1921,058$108,1590.01%
258VERTEX PHARMACEUTICALS INC COMVRTX210$101,8120.01%
259ISHARES U.S. CONSUMER GOODS ETF4642878121,403$100,3950.01%
260PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A467975$99,6260.01%
261ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V4072,325$98,8590.01%
262T-MOBILE US INC COMTMUSZ367$97,8830.01%
263MANULIFE FINL CORP COM56501R1063,081$95,9730.01%
264PARKER-HANNIFIN CORP COMPH157$95,4320.01%
265ISHARES RUSSELL MID-CAP GROWTH ETF464287481800$93,9920.01%
266COPART INC COMCPRT1,650$93,3740.01%
267AMER SPORTS INC COM SHSAS3,485$93,1540.01%
268ISHARES SILVER TRUSTSLV3,000$92,9700.01%
269HUNT J B TRANS SVCS INC COM445658107624$92,3210.01%
270MCCORMICK & CO INC COM NON VTGMKC-V1,106$91,0350.01%
271EMERSON ELEC CO COMEMR823$90,2340.01%
272SALESFORCE COM INC COMCRM336$90,1690.01%
273ATMOS ENERGY CORP COMATO568$87,8010.01%
274CANADIAN NATL RY CO COM136375102900$87,7140.01%
275TEXAS PACIFIC LAND CORPORATION COMTPL66$87,4490.01%
276NRG ENERGY INC 2.75 06/01/2048NRG37,000$86,1310.01%
277JPMORGAN EQUITY PREMIUM INCOME ETF46641Q3321,506$86,0320.01%
278DELL TECHNOLOGIES INC CL CDELL919$83,7630.01%
279LAM RESEARCH CORP COMLRCX1,150$83,6050.01%
280AMERICAN TOWER CORP NEW COM03027X100377$82,0350.01%
281CANADIAN PAC RY LTD COMCP1,153$80,9520.01%
282UTILITIES SELECT SECTOR SPDR FUND81369Y8861,024$80,7230.01%
283METLIFE INC COMMET-PF1,005$80,6910.01%
284BAXTER INTL INC COM0718131092,343$80,2020.01%
285INVESCO S&P 500 QUALITY ETFIVZ1,205$79,9400.01%
286SNOWFLAKE INC CL ASNOW545$79,6570.01%
287IQVIA HLDGS INC COMIQV450$79,3350.01%
288CORTEVA INC COMCTVA1,240$78,0330.01%
289ALERIAN MLP ETF00162Q4521,495$77,6500.01%
290NUCOR CORP COMNUE642$77,2600.01%
291ISHARES MSCI USA ESG SELECT ETF464288802650$74,6660.01%
292ISHARES U.S. FINANCIALS ETF464287788646$72,9010.01%
293ALTRIA GROUP INC COMMO1,210$72,6240.01%
294ARISTA NETWORKS INC COM SHSANET935$72,4440.01%
295ENERGY TRANSFER L P COM UT LTD PTNET-PI3,840$71,3860.01%
296INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETFIVZ1,334$71,1160.01%
297MONDELEZ INTL INC CL A6092071051,048$71,1070.01%
298VANGUARD DIVIDEND APPRECIATION INDEX FUND921908844363$70,4180.01%
299ADVANCED MICRO DEVICES INC COMAMD684$70,2740.01%
300FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ET316092204831$70,2560.01%
301FIRST TRUST LARGE CAP CORE ALPHADEX FUND33734K109670$68,6480.01%
302DNP SELECT INCOME FD INC COM23325P1046,775$67,0050.01%
303BOOKING HOLDINGS INC 0.75 05/01/2025BKNG27,000$66,3660.01%
304SONOCO PRODS CO COM8354951021,400$66,1360.01%
305WEYERHAEUSER CO MTN BE COM NEWWY2,234$65,4120.01%
306MONSTER BEVERAGE CORP NEW COMMNST1,100$64,3720.01%
307ESSENTIAL UTILS INC COM29670G1021,625$64,2360.01%
308IDEXX LABS INC COM45168D104150$62,9930.01%
309UNILEVER PLC SPON ADR NEWUNLYF1,050$62,5280.01%
310MEDTRONIC PLC SHSMDT693$62,2340.01%
311AIRBNB INC COM CL AABNB519$62,0000.01%
312FIRST AMERN FINL CORP COM31847R102936$61,4300.01%
313VERTIV HOLDINGS CO COM CL AVRT851$61,4200.01%
314COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH800$61,2000.01%
315CHENIERE ENERGY INC COM NEWLNG260$60,1640.01%
316ISHARES S&P SMALL-CAP 600 VALUE ETF464287879608$59,2680.01%
317PROGRESSIVE CORP COM743315103207$58,5830.01%
318ENTERPRISE PRODS PARTNERS L P COM2937921071,714$58,5160.01%
319VANGUARD FTSE PACIFIC ETF922042866801$58,0600.01%
320INDUSTRIAL SELECT SECTOR SPDR FUND81369Y704435$57,0150.01%
321ISHARES RUSSELL MID-CAP VALUE ETF464287473450$56,6870.01%
322CHUBB LIMITED COMCB185$55,8680.00%
323AMERISOURCEBERGEN CORP COMCOR200$55,6180.00%
324TRAVELERS COMPANIES INC COMTRV210$55,4380.00%
325DUPONT DE NEMOURS INC COMDD740$55,2630.00%
326ISHARES S&P SMALL-CAP 600 GROWTH ETF464287887443$55,1540.00%
327SHOPIFY INC CL ASHOP560$53,4690.00%
328AMERICAN WTR WKS CO INC NEW COM030420103361$53,1810.00%
329VANGUARD CONSUMER DISCRETIONARY ETF92204A108163$52,9250.00%
330STARBUCKS CORP COMSBUX535$52,4700.00%
331JACOBS ENGR GROUP INC COMJ425$51,3430.00%
332ISHARES ESG MSCI KLD 400 ETF464288570500$51,2050.00%
333APOLLO GLOBAL MGMT INC SER A MAND CNV03769M304696$50,8710.00%
334LINDE PLC SHSLIN109$50,7550.00%
335ISHARES MSCI EAFE MIN VOL FACTOR ETF46429B689650$50,6480.00%
336INTUITIVE SURGICAL INC COM NEWISRG102$50,5180.00%
337DOW INC COMDOW1,440$50,2850.00%
338DRAFTKINGS INC COM CL ADKNG1,500$49,8150.00%
339PUBLIC SVC ENTERPRISE GRP INC COM744573106600$49,3800.00%
340VANGUARD INFORMATION TECHNOLOGY ETF92204A70291$49,3570.00%
341REAVES UTIL INCOME FD COM SH BEN INT7561581011,500$48,8100.00%
342HUMANA INC COMHUM184$48,7440.00%
343TAMBORAN RES CORP COMTBNRL2,000$47,9800.00%
344ISHARES INTERNATIONAL SELECT DIVIDEND ETF4642884481,529$47,4300.00%
345QUALCOMM INC COMQCOM307$47,2290.00%
346NUVEEN ESG LARGE-CAP GROWTH ETFNU600$46,9680.00%
347ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF46435G4331,125$46,6310.00%
348STAR GROUP L P UNIT LTD PARTNRSGU3,500$46,1300.00%
349ISHARES U.S. MEDICAL DEVICES ETF464288810761$45,8090.00%
350MAIN STR CAP CORP COM56035L104807$45,6190.00%
351SITIO ROYALTIES CORP CLASS A COM82983N1082,277$45,2440.00%
352ILLINOIS TOOL WKS INC COM452308109182$45,1380.00%
353STEEL DYNAMICS INC COMSTLD359$44,8830.00%
354NUVEEN ESG LARGE-CAP VALUE ETFNU1,100$44,5390.00%
355TORONTO DOMINION BK ONT COM NEWTORO727$43,5780.00%
356NEXTERA ENERGY INC UNIT 09/01/25NEE-PW1,053$42,7830.00%
357BANK AMERICA CORP 7.25CNV PFD L06050568234$41,9750.00%
358COINBASE GLOBAL INC COM CL ACOIN241$41,5070.00%
359INVESCO S&P ULTRA DIVIDEND REVENUE ETFIVZ850$41,4970.00%
360ISHARES S&P MID-CAP 400 GROWTH ETF464287606495$41,2240.00%
361FORD MTR CO 0 03/15/2026345370CZ142,000$41,1180.00%
362GENERAC HLDGS INC COMGNRC320$40,5280.00%
363WELLS FARGO CO NEW PERP PFD CNV A94974680433$39,6260.00%
364OCCIDENTAL PETE CORP COM674599105800$39,4880.00%
365CAMPBELL SOUP CO COMCPB976$38,9740.00%
366EATON VANCE ENHANCED EQUITY IN COMETN2,038$38,2410.00%
367ISHARES EUROPE ETF464287861653$38,0040.00%
368ROBINHOOD MKTS INC COM CL A770700102900$37,4580.00%
369ISHARES 1-3 YEAR TREASURY BOND ETF464287457450$37,2290.00%
370INTEL CORP COMINTC1,561$35,4580.00%
371ISHARES S&P MID-CAP 400 VALUE ETF464287705289$34,6020.00%
372FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX33733E302155$34,4330.00%
373VENTAS INC COMVTR500$34,3800.00%
374KLA CORP COM NEWKLAC50$34,0040.00%
375L3HARRIS TECHNOLOGIES INC COMLHX162$33,9080.00%
376INTUIT COMINTU54$33,1550.00%
377FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND33738R118450$33,1250.00%
378BROOKFIELD ASSET MGMT INC CL A LTD VT SH11271J107632$33,1230.00%
379CHURCH & DWIGHT CO INC COMCHD300$33,0270.00%
380CENTERPOINT ENERGY INC COMCNP900$32,6070.00%
381SOLVENTUM CORP COM SHSSOLV424$32,2410.00%
382STANLEY BLACK & DECKER INC COMSWK418$32,1360.00%
383VANGUARD VALUE INDEX FUND922908744185$31,9570.00%
384ISHARES CORE HIGH DIVIDEND ETF46429B663263$31,8410.00%
385ISHARES U.S. BASIC MATERIALS ETF464287838236$31,8130.00%
386ISHARES RUSSELL 1000 VALUE ETF464287598169$31,7990.00%
387GILEAD SCIENCES INC COMGILD283$31,7580.00%
388REGENERON PHARMACEUTICALS COMREGN50$31,7530.00%
389MASTERBRAND INC COMMON STOCKMBC2,422$31,6310.00%
390FIRST SOLAR INC COMFSLR250$31,6080.00%
391QUANTA SVCS INC COM74762E102122$31,0370.00%
392CANADIAN IMP BK COMM COMCNDIF550$30,9650.00%
393CONSTELLATION BRANDS INC CL ASTZ166$30,4710.00%
394NISOURCE INC COMNI750$30,0680.00%
395SPDR S&P DIVIDEND ETF78464A763220$29,8300.00%
396ONEOK INC NEW COMOKE300$29,7660.00%
397REPUBLIC SVCS INC COM760759100123$29,7570.00%
398PRUDENTIAL FINL INC COMPUKPF264$29,4840.00%
399VANGUARD REAL ESTATE ETF922908553312$28,2480.00%
400NORTHROP GRUMMAN CORP COMNOC54$27,6490.00%
401NEWMONT CORP COMNEMCL565$27,2730.00%
402ANSYS INC COM03662Q10585$26,9080.00%
403SPDR S&P MIDCAP 400 ETFMDY50$26,6740.00%
404SYNNEX CORP COMSNX250$25,9900.00%
405FIDELITY DIVIDEND ETF FOR RISING RATES316092832516$25,7980.00%
406PPG INDS INC COM693506107234$25,5880.00%
407WARNER BROS DISCOVERY INC COM SER AWBD2,364$25,3660.00%
408HONDA MOTOR LTD ADR ECH CNV IN 3HNDAF900$24,4170.00%
409MARSH & MCLENNAN COS INC COM571748102100$24,4030.00%
410STRIVE 1000 DIVIDEND GROWTH ETF02072L581740$23,9720.00%
411AEROVIRONMENT INC COMAVAV200$23,8380.00%
412DEXCOM INC 0.25 11/15/2025DXCM24,000$23,3160.00%
413MICROSTRATEGY INC CL A NEWSTRK80$23,0620.00%
414ARTIVION INC COMAORT925$22,7370.00%
415VANGUARD SMALL-CAP INDEX FUND922908751103$22,7290.00%
416ISHARES U.S. INDUSTRIALS ETF464287754174$22,6510.00%
417CHIPOTLE MEXICAN GRILL INC COMCMG450$22,5950.00%
418ISHARES U.S. CONSUMER SERVICES ETF464287580255$22,5230.00%
419DOLLAR TREE INC COMDLTR300$22,5210.00%
420ISHARES GLOBAL TECH ETF464287291294$22,2680.00%
421ISHARES U.S. TREASURY BOND ETF46429B267962$22,1120.00%
422ISHARES EXPANDED TECH SECTOR ETF464287549240$21,7610.00%
423X-TRACKERS MSCI EAFE HEDGED EQUITY ETF233051200500$21,6500.00%
424TOLL BROTHERS INC COMTOL205$21,6460.00%
425ROYCE MICRO-CAP TR INC COMRMT2,500$21,0750.00%
426ITRON INC COMITRI200$20,9520.00%
427SYSCO CORP COMSYY275$20,6360.00%
428VICI PPTYS INC COM925652109631$20,5790.00%
429MORGAN STANLEY COM NEWMS-PQ176$20,5340.00%
430CVS HEALTH CORP COMCVS300$20,3250.00%
431VANGUARD S&P 500 GROWTH ETF92193250560$20,0690.00%
432DTE ENERGY CO COMDTK145$20,0490.00%
433PARSONS CORP DEL 0.25 08/15/2025PSN15,000$19,8110.00%
434MIDDLEBY CORP 1 09/01/2025MIDD16,000$19,2830.00%
435ISHARES PREFERRED AND INCOME SECURITIES ETF464288687625$19,2060.00%
436HESS CORP COMHESM117$18,7180.00%
437NORDSON CORP COMNDSN92$18,5580.00%
438TOWNSQUARE MEDIA INC CL ATSQ2,236$18,2000.00%
439EVERSOURCE ENERGY COMES293$18,1980.00%
440ALLEGION PLC ORD SHSALLE137$17,8730.00%
441PROSHARES ULTRA FINANCIALS74347X633200$17,8320.00%
442MOODYS CORP COMMCO38$17,8020.00%
443LAMB WESTON HLDGS INC COMLW333$17,7490.00%
444ORGANON & CO COMMON STOCKOGN1,169$17,4020.00%
445ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288638330$17,3320.00%
446CHEMED CORP NEW COMCHE28$17,2290.00%
447CLEARWAY ENERGY INC CL ACWEN-A600$17,0760.00%
448WALKER & DUNLOP INC COMWD200$17,0720.00%
449CORNING INC COMGLW373$17,0610.00%
450ISHARES S&P INDIA NIFTY 50 INDEX FUND464289529335$17,0080.00%
451PGIM FLOATING RATE INCOME ETF69344A883334$16,6750.00%
452NEW MTN FIN CORP 7.5 10/15/2025647551AE016,000$16,1840.00%
453NXP SEMICONDUCTORS N V COMNXPI85$16,1550.00%
454YIELDMAX AMZN OPTION INCOME STRATEGY ETF88634T8401,000$16,0400.00%
455ISHARES MSCI INTL MULTIFACTOR ETF46434V274520$16,0370.00%
456AKAMAI TECHNOLOGIES INC 0.125 05/01/2025AKAM16,000$15,9280.00%
4572X ETHER ETF92864M7988,600$15,7810.00%
458CRISPR THERAPEUTICS AG NAMEN AKTCRSP450$15,3140.00%
459KYNDRYL HLDGS INC COMMON STOCKKD487$15,2920.00%
460ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF464289511300$15,0690.00%
461ZOOM VIDEO COMMUNICATIONS INC CL AZM200$14,7540.00%
462ALBEMARLE CORP COMALB-PA204$14,6970.00%
463TYSON FOODS INC CL ATSN225$14,3570.00%
464PIMCO INCOME STRATEGY FD II COM72201J1041,900$14,3260.00%
465ISHARES S&P 500 VALUE ETF46428740875$14,2940.00%
466AXON ENTERPRISE INC COMAXON27$14,2010.00%
467FREEPORT-MCMORAN INC CL BFCX355$13,4440.00%
468ISHARES MORNINGSTAR SMALL-CAP ETF464288505247$13,3810.00%
469CABOT OIL & GAS CORP COMCTRA462$13,3520.00%
470NORTONLIFELOCK INC COMGENVR500$13,2700.00%
471ISHARES MSCI PACIFIC EX JAPAN ETF464286665300$13,2300.00%
472RIVIAN AUTOMOTIVE INC COM CL ARIVN1,050$13,0730.00%
473OREILLY AUTOMOTIVE INC COM67103H1079$12,8930.00%
474RPM INTL INC COM749685103111$12,8400.00%
475MICRON TECHNOLOGY INC COMMU147$12,8040.00%
476JPMORGAN SHORT DURATION CORE PLUS ETF46641Q274268$12,6520.00%
477EXPAND ENERGY CORPORATION COMEXE113$12,5790.00%
478PINTEREST INC CL APINS400$12,4000.00%
479LAIRD SUPERFOOD INC COM STKLSF2,000$12,3000.00%
480KRAFT HEINZ CO COMKHC400$12,1720.00%
481INTERPUBLIC GROUP COS INC COMINTR442$12,0050.00%
482YUM CHINA HLDGS INC COMYUMC228$11,8700.00%
483PHINIA INC COMMON STOCKPHIN275$11,6680.00%
484FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND33737J174200$11,6500.00%
485FERRARI N V COMRACE27$11,5530.00%
486MARA HOLDINGS INC COMMARA1,000$11,5000.00%
487FIRST CMNTY CORP S C COM319835104508$11,4600.00%
488ISHARES U.S. HEALTHCARE ETF464287762185$11,2650.00%
489FORD MTR CO DEL COM3453708601,108$11,1090.00%
490ISHARES CORE MSCI EMERGING MARKETS ETF46434G103200$10,7670.00%
491FIRST HORIZON CORPORATION COMFHN-PH536$10,4090.00%
492GRAYSCALE BITCOIN MINI TRUST ETF389930207282$10,2900.00%
493CONSTELLATION ENERGY CORP COMCEG51$10,2830.00%
494CELSIUS HLDGS INC COM NEWCELH288$10,2590.00%
495FIDELITY MSCI UTILITIES INDEX ETF316092865200$10,1900.00%
496TC ENERGY CORP COMTRPRF212$10,0090.00%
497ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF464288281110$10,0060.00%
498CAESARS ENTERTAINMENT INC NEW COM12769G100400$10,0000.00%
499TWILIO INC CL ATWLO101$9,8890.00%
500ROKU INC COM CL AROKU140$9,8620.00%