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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 Q3 2025 · Filed November 10, 2025 · Accession 0001398344-25-020602

Total Value
$1.30B
Positions
684
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC COMAAPL352,405$89.7M6.92%
2MICROSOFT CORP COMMSFT150,144$77.8M5.99%
3ISHARES CORE S&P 500 ETF46428720080,695$54.0M4.16%
4NVIDIA CORPORATION COMNVDA225,801$42.1M3.25%
5JPMORGAN CHASE & CO COMVYLD110,636$34.9M2.69%
6ALPHABET INC CAP STK CL AGOOG137,927$33.5M2.58%
7AMAZON COM INC COMAMZN140,561$30.9M2.38%
8LILLY ELI & CO COMLLY36,977$28.2M2.17%
9VISA INC COM CL AV80,738$27.6M2.12%
10ORACLE CORP COMORCL-PD96,736$27.2M2.10%
11JOHNSON & JOHNSON COMJNJ132,534$24.6M1.89%
12COSTCO WHSL CORP NEW COM22160K10524,580$22.8M1.75%
13PALO ALTO NETWORKS INC COMPANW109,144$22.2M1.71%
14HOME DEPOT INC COMHD53,210$21.6M1.66%
15GOLDMAN SACHS GROUP INC COMGSCE27,047$21.5M1.66%
16ISHARES CORE DIVIDEND GROWTH ETF46434V621279,292$19.0M1.47%
17WALMART INC COMWMT179,671$18.5M1.43%
18PROCTER AND GAMBLE CO COM742718109117,378$18.0M1.39%
19EATON CORP PLC SHSETN45,182$16.9M1.30%
20DUKE ENERGY CORP NEW COM NEWDUKB136,240$16.9M1.30%
21UNION PAC CORP COMUNP67,739$16.0M1.23%
22BLACKSTONE GROUP INC COMBX88,588$15.1M1.17%
23AIR PRODS & CHEMS INC COMAIIR55,130$15.0M1.16%
24META PLATFORMS INC CL AMETA20,329$14.9M1.15%
25ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF46434V100286,165$14.5M1.12%
26ISHARES S&P MIDCAP FUND464287507222,380$14.5M1.12%
27ISHARES FLOATING RATE BOND ETF46429B655282,379$14.4M1.11%
28ISHARES CORE U.S. AGGREGATE BOND ETF464287226141,923$14.2M1.10%
29WASTE MGMT INC DEL COM94106L10958,413$12.9M0.99%
30COCA COLA CO COMKO189,757$12.6M0.97%
31BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A24,866$12.5M0.96%
32TJX COS INC NEW COM87254010983,023$12.0M0.92%
33PEPSICO INC COMPEP81,669$11.5M0.88%
34APPLIED MATLS INC COM03822210555,771$11.4M0.88%
35TRANE TECHNOLOGIES PLC SHSTT26,348$11.1M0.86%
36STRYKER CORPORATION COMSYK29,758$11.0M0.85%
37UNITEDHEALTH GROUP INC COMUNH31,734$11.0M0.84%
38CHEVRON CORP NEW COMCVX69,358$10.8M0.83%
39CINTAS CORP COMCTAS51,642$10.6M0.82%
40ALPHABET INC CAP STK CL CGOOG43,354$10.6M0.81%
41ISHARES MSCI INTL QUALITY FACTOR ETF46434V456233,575$10.3M0.80%
42ACCENTURE PLC IRELAND SHS CLASS AACN40,534$10.0M0.77%
43WALT DISNEY CO25468710683,734$9.6M0.74%
44STERIS PLC SHS USDSTE35,435$8.8M0.68%
45DEERE & CO COMDE18,932$8.7M0.67%
46LOCKHEED MARTIN CORP COMLMT16,189$8.1M0.62%
47BOOKING HOLDINGS INC COMBKNG1,481$8.0M0.62%
48CATERPILLAR INC COMCAT16,460$7.9M0.61%
49CISCO SYS INC COMCSCO113,294$7.8M0.60%
50NETFLIX INC COMNFLX6,355$7.6M0.59%
51SCHWAB CHARLES CORP COMSCHW-PJ78,739$7.5M0.58%
52TRUIST FINL CORP COM89832Q109162,771$7.4M0.57%
53NIKE INC CL BNKE104,963$7.3M0.56%
54SPDR GOLD SHARESGLD19,720$7.0M0.54%
55ECOLAB INC COMECL25,408$7.0M0.54%
56CME GROUP INC COMCME24,355$6.6M0.51%
57NEXTERA ENERGY INC COMNEE-PW86,943$6.6M0.51%
58INVESCO BULLETSHARES 2027 CORPORATE BOND ETFIVZ326,967$6.4M0.50%
59TEXAS INSTRS INC COM88250810434,756$6.4M0.49%
60INVESCO BULLETSHARES 2028 CORPORATE BOND ETFIVZ306,692$6.3M0.49%
61INVESCO BULLETSHARES 2029 CORPORATE BOND ETFIVZ315,523$5.9M0.46%
62TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS87403910021,130$5.9M0.45%
63JPMORGAN ULTRA-SHORT INCOME ETF46641Q837114,993$5.8M0.45%
64ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G76481,801$5.5M0.43%
65S&P GLOBAL INC COMSPGI11,314$5.5M0.42%
66INVESCO BULLETSHARES 2026 CORPORATE BOND ETFIVZ281,131$5.5M0.42%
67EDWARDS LIFESCIENCES CORP COMEW69,845$5.4M0.42%
68BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS11300410594,121$5.4M0.41%
69VIKING HOLDINGS LTD ORD SHSVIK83,790$5.2M0.40%
70ISHARES MSCI USA MIN VOL FACTOR ETF46429B69754,620$5.2M0.40%
71PHILLIPS 66 COMPSX36,593$5.0M0.38%
72CAMECO CORP COMCCJ59,351$5.0M0.38%
73ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND46428755634,178$4.9M0.38%
74SERVICENOW INC COMNOW5,277$4.9M0.37%
75ISHARES S&P SMALL-CAP FUND46428780439,770$4.7M0.36%
76MCDONALDS CORP COMMCD15,076$4.6M0.35%
77PUBLIC STORAGE OPER CO COMPSA-PS14,873$4.3M0.33%
78UBER TECHNOLOGIES INC COMUBER42,967$4.2M0.32%
79INVESCO BULLETSHARES 2030 CORPORATE BOND ETFIVZ244,869$4.1M0.32%
80ZOETIS INC CL AZTS23,774$3.5M0.27%
81EOG RES INC COMEOG30,953$3.5M0.27%
82ASML HOLDING N V N Y REGISTRY SHSASMLF3,327$3.2M0.25%
83ISHARES CORE MSCI EAFE ETF46432F84236,488$3.2M0.25%
84QUEST DIAGNOSTICS INC COMDGX16,565$3.2M0.24%
85YUM BRANDS INC COMYUM20,506$3.1M0.24%
86BROADCOM INC COMAVGO9,122$3.0M0.23%
87SPDR S&P 500 ETFSPY4,503$3.0M0.23%
88RAYTHEON TECHNOLOGIES CORP COMRTX15,569$2.6M0.20%
89CENTRAL SECS CORP COM15512310248,932$2.5M0.19%
90FEDEX CORP COMFDX10,510$2.5M0.19%
91VERIZON COMMUNICATIONS INC COMVZ56,385$2.5M0.19%
92HERSHEY CO COMHSY12,506$2.3M0.18%
93INVESCO BULLETSHARES 2031 CORPORATE BOND ETFIVZ137,792$2.3M0.18%
94COMCAST CORP NEW CL ACCZ72,492$2.3M0.18%
95EXXON MOBIL CORP COMXOM20,111$2.3M0.17%
96REALTY INCOME CORP COMO37,129$2.3M0.17%
97PALANTIR TECHNOLOGIES INC CL APLTR12,321$2.2M0.17%
98NORFOLK SOUTHN CORP COM6558441087,302$2.2M0.17%
99CLEAN HARBORS INC COMCLH9,410$2.2M0.17%
100BLACKROCK INC COMBLK1,772$2.1M0.16%
101KENVUE INC COMKVUE124,079$2.0M0.16%
102WILLIAMS COS INC COM96945710030,761$1.9M0.15%
103BK OF AMERICA CORP COM06050510437,646$1.9M0.15%
104CIGNA CORP NEW COM1255231006,476$1.9M0.14%
105SEMPRA ENERGY COMSREA19,622$1.8M0.14%
106GENERAL ELECTRIC CO COM3696043015,159$1.6M0.12%
107JABIL INC COMJBL7,143$1.6M0.12%
108VANGUARD MID-CAP GROWTH INDEX FUND9229085384,777$1.4M0.11%
109VANGUARD TOTAL STOCK MARKET INDEX FUND9229087693,984$1.3M0.10%
110VANGUARD S&P 500 ETF9229083632,085$1.3M0.10%
111LEMAITRE VASCULAR INC COMLMAT14,407$1.3M0.10%
112UNITED PARCEL SERVICE INC CL BUPS14,941$1.2M0.10%
113ISHARES RUSSELL 1000 ETF4642876223,400$1.2M0.10%
114ROYAL CARIBBEAN GROUP COMV7780T1033,764$1.2M0.09%
115AMER SPORTS INC COM SHSAS34,387$1.2M0.09%
116INTERNATIONAL FLAVORS&FRAGRANC COM45950610119,247$1.2M0.09%
117SHERWIN WILLIAMS CO COMSHW3,296$1.1M0.09%
118KIMBERLY-CLARK CORP COMKMB8,949$1.1M0.09%
119WP CAREY INC COM92936U10916,021$1.1M0.08%
120AMPHENOL CORP NEW CL A0320951018,380$1.0M0.08%
121TRACTOR SUPPLY CO COMTSCO16,877$959,7880.07%
122AUTOMATIC DATA PROCESSING INC COMADP3,265$958,2780.07%
123LOWES COS INC COM5486611073,775$948,7160.07%
124AMGEN INC COMAMGN3,278$925,0170.07%
125MOTOROLA SOLUTIONS INC COM NEWMSI2,014$920,9820.07%
126PNC FINL SVCS GROUP INC COM6934751054,568$917,9220.07%
127REGIONS FINANCIAL CORP NEW COMRF-PF34,105$899,3480.07%
128ENBRIDGE INC COMENNPF17,614$888,7930.07%
129MARTIN MARIETTA MATLS INC COM5732841061,404$884,9130.07%
130CARLISLE COS INC COM1423391002,665$876,6780.07%
131INVESCO BULLETSHARES 2032 CORPORATE BOND ETFIVZ41,286$862,0520.07%
132GE VERNOVA INC COMGEV1,400$860,8600.07%
133ISHARES RUSSELL 2000 ETF4642876553,507$848,5540.07%
134DIAGEO PLC SPON ADR NEWDGEAF8,878$847,2740.07%
135ABBOTT LABS COMABLZF5,922$793,1260.06%
136VANGUARD GROWTH INDEX FUND9229087361,608$771,2130.06%
137MERCK & CO. INC COMMRK8,853$743,0460.06%
138ROYAL BK CDA COM7800871025,000$736,6000.06%
139GALLAGHER ARTHUR J & CO COM3635761092,110$653,5510.05%
140ABBVIE INC COMABBV2,809$650,3200.05%
141SOUTH ST CORP COM84472E1026,499$642,5420.05%
142PACKAGING CORP AMER COM6951561092,948$642,3490.05%
143ISHARES RUSSELL 1000 GROWTH ETF4642876141,318$617,3640.05%
144SOUTHERN CO COMSOMN6,484$614,4810.05%
145MASTERCARD INCORPORATED CL AMA1,018$579,0490.04%
146INVESCO QQQ TRUSTIVZ916$549,9460.04%
1473M CO COMMMM3,480$540,0860.04%
148ISHARES SHORT-TERM NATIONAL MUNI BOND ETF4642881585,020$536,0360.04%
149VANGUARD TOTAL INTERNATIONAL STOCK ETF9219097687,240$531,8500.04%
150WEC ENERGY GROUP INC COMWEC4,372$500,9870.04%
151COLGATE PALMOLIVE CO COMCL5,768$461,0940.04%
152FIRST BANCORP N C COM3189101068,712$460,7780.04%
153ISHARES RUSSELL MID-CAP ETF4642874994,731$456,7780.04%
154AMERICAN EXPRESS CO COMAXP1,356$450,4090.03%
155PARK NATL CORP COM7006581072,764$449,2330.03%
156ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF4642875153,675$422,6620.03%
157COREWEAVE INC COM CL ACRWV3,050$417,3930.03%
158TECHNOLOGY SELECT SECTOR SPDR FUND81369Y8031,370$386,1860.03%
159ISHARES S&P 500 GROWTH ETF4642873093,172$382,8780.03%
160INTERNATIONAL BUSINESS MACHS COMINTR1,351$381,2730.03%
161DELL TECHNOLOGIES INC CL CDELL2,583$366,1250.03%
162TESLA INC COMTSLA820$364,6700.03%
163YIELDMAX NVDA OPTION INCOME STRATEGY ETF88634T77421,450$360,3570.03%
164FIRST CTZNS BANCSHARES INC N C CL A31946M103200$357,8320.03%
165VANGUARD FTSE ALL-WORLD EX US INDEX FUND9220427754,966$354,4230.03%
166SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF8085247309,785$353,8260.03%
167AMERICAN ELEC PWR CO INC COM0255371013,013$338,9630.03%
168ISHARES CORE 1-5 YEAR USD BOND ETF46432F8596,927$338,3160.03%
169WELLS FARGO CO NEW COM9497461013,886$325,7080.03%
170CUMMINS INC COMCMI770$325,1260.03%
171INVESCO FTSE RAFI US 1500A SMALL-MIDA ETFIVZ7,150$324,7530.03%
172CHECK POINT SOFTWARE TECH LTD ORDM224651041,514$313,2620.02%
173ARISTA NETWORKS INC COM SHSANET2,145$312,5480.02%
174HONEYWELL INTL INC COM4385161061,450$305,1300.02%
175ISHARES MSCI USA QUALITY FACTOR ETF46432F3391,560$303,4200.02%
176FASTENAL CO COMFAST6,093$298,8210.02%
177SCHWAB U.S. MID-CAP ETF8085245089,910$293,7460.02%
178NOVO-NORDISK A S ADRNONOF5,222$289,7480.02%
179CARRIER GLOBAL CORPORATION COMCARR4,748$283,4560.02%
180ISHARES SELECT DIVIDEND ETF4642871681,980$281,3020.02%
181TOAST INC CL ATOST7,700$281,1270.02%
182AT&T INC COMT-PC9,876$278,9030.02%
183ANALOG DEVICES INC COMADI1,126$276,6580.02%
184PHILIP MORRIS INTL INC COM7181721091,650$267,6300.02%
185ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4642871501,825$265,8110.02%
186WELLTOWER INC COMWELL1,392$247,9710.02%
187DOMINION ENERGY INC COMD3,961$242,2840.02%
188NOVARTIS AG SPONSORED ADRNVSEF1,873$240,2510.02%
189ISHARES MSCI USA SMALL-CAP MULTIFACTOR ETF46434V2903,223$239,6300.02%
190BECTON DICKINSON & CO COMBDX1,223$228,9300.02%
191FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK FUND3159128082,562$228,3950.02%
192ISHARES MSCI USA MULTIFACTOR ETF46434V2823,294$227,5730.02%
193VANGUARD EXTENDED MARKET ETF9229086521,066$223,1560.02%
194CARDINAL HEALTH INC COMCAH1,383$217,0760.02%
195SOUTHERN FIRST BANCSHARES COMSFST4,848$213,8940.02%
196LULULEMON ATHLETICA INC COMLULU1,180$209,9130.02%
197CLEARSHARES PITON INTERMEDIATE FIXED INCOME ETF26922A1312,193$207,6450.02%
198DANAHER CORPORATION COM2358511021,046$207,3440.02%
199ISHARES COMEX GOLD TRUSTIAU2,834$206,2300.02%
200AON PLC SHS CL AAON575$205,0340.02%
201VANGUARD MID-CAP VALUE INDEX FUND9229085121,151$200,9420.02%
202ISHARES CURRENCY HEDGED MSCI EAFE ETF46434V8035,000$198,0500.02%
203PARKER-HANNIFIN CORP COMPH257$194,8450.02%
204BOEING CO COMBA-PA888$191,6570.01%
205CAPITAL ONE FINL CORP COM14040H105883$187,7080.01%
206STRIVE 500 ETF02072L6804,199$181,3970.01%
207ISHARES MSCI EAFE ETF4642874651,927$179,9240.01%
208ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF4642886463,384$179,4540.01%
209ISHARES S&P 100 ETF464287101530$176,4050.01%
210AFLAC INC COMAFL1,548$172,9120.01%
211FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF316092808775$172,1820.01%
212COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y8521,430$169,2690.01%
213PFIZER INC COMPFE6,543$166,7130.01%
214ISHARES U.S. TECHNOLOGY ETF464287721846$165,6980.01%
215GRAYSCALE BITCOIN TR BTC SHSGBTC1,810$162,4840.01%
216MARKEL CORP COMMKL85$162,4660.01%
217OTIS WORLDWIDE CORP COMOTIS1,769$161,7400.01%
218BRISTOL-MYERS SQUIBB CO COMCELG-RI3,567$160,8720.01%
219ISHARES NATIONAL MUNI BOND ETF4642884141,500$159,7350.01%
220GENUINE PARTS CO COMGPC1,150$159,3900.01%
221LIVE NATION ENTERTAINMENT INC COMLYV975$159,3150.01%
222VANGUARD FTSE DEVELOPED MARKETS ETF9219438582,612$156,5110.01%
223FIDELITY MSCI REAL ESTATE INDEX ETF3160928575,616$156,1810.01%
224VANGUARD DIVIDEND APPRECIATION INDEX FUND921908844722$155,8000.01%
225MARATHON PETE CORP COMMARA770$148,3880.01%
226SPROTT PHYSICAL GOLD TR UNITSII5,000$148,1000.01%
227FORTUNE BRANDS HOME & SEC INC COMFBIN2,772$147,9970.01%
228XCEL ENERGY INC COMXELLL1,795$144,7670.01%
229LAM RESEARCH CORP COMLRCX1,075$143,9430.01%
230VANGUARD MID-CAP INDEX FUND922908629485$142,4640.01%
231FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTING33734X1921,058$142,2150.01%
232CSX CORP COMCSX3,981$141,3650.01%
233VULCAN MATLS CO COM929160109450$138,4290.01%
234CASEYS GEN STORES INC COM147528103240$135,4820.01%
235METLIFE INC COMMET-PF1,609$132,5330.01%
236SMUCKER J M CO COM NEW8326964051,209$131,2970.01%
237VERTIV HOLDINGS CO COM CL AVRT851$128,3350.01%
238INVESCO BULLETSHARES 2025 CORPORATE BOND ETFIVZ6,200$128,2840.01%
239ISHARES SILVER TRUSTSLV3,000$127,1100.01%
240TARGET CORP COMTGT1,408$126,2750.01%
241TRANSDIGM GROUP INC COMTDG95$125,2120.01%
242ENTERGY CORP NEW COMENO1,336$124,5020.01%
243JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q6542,418$123,4040.01%
244SCHWAB US AGGREGATE BOND ETF8085248395,240$122,9860.01%
245GENERAL MLS INC COM3703341042,400$121,0080.01%
246ISHARES MSCI GLOBAL MIN VOL FACTOR ETF4642865251,000$119,9200.01%
247FLOWSERVE CORP COMFLS2,250$119,5650.01%
248COPART INC COMCPRT2,650$119,1710.01%
249THERMO FISHER SCIENTIFIC INC COMTMO245$118,8300.01%
250CROWN CASTLE INTL CORP NEW COMCCI1,203$116,0770.01%
251ROPER TECHNOLOGIES INC COMROP231$115,0990.01%
252ISHARES RUSSELL MID-CAP GROWTH ETF464287481800$113,9280.01%
253EQUINIX INC COMEQIX144$112,7870.01%
254ADVANCED MICRO DEVICES INC COMAMD684$110,6640.01%
255LINDE PLC SHSLIN224$106,4000.01%
256EMERSON ELEC CO COMEMR801$105,0750.01%
257CONSOLIDATED EDISON INC COMED1,040$104,5410.01%
258GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC1,391$104,4640.01%
259FMC CORP COM NEWFMC3,068$103,1770.01%
260PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A467975$100,4930.01%
261SNOWFLAKE INC CL ASNOW445$100,3700.01%
262FINANCIAL SELECT SECTOR SPDR FUND81369Y6051,838$99,0350.01%
263NUCOR CORP COMNUE721$97,6050.01%
264ROYAL DUTCH SHELL PLC SPONS ADR ARYDAF1,359$97,2170.01%
265ATMOS ENERGY CORP COMATO568$96,9860.01%
266MANULIFE FINL CORP COM56501R1063,081$95,9730.01%
267IDEXX LABS INC COM45168D104150$95,8340.01%
268LEIDOS HOLDINGS INC COMLDOS506$95,5580.01%
269GLOBAL PMTS INC COM37940X1021,129$93,7970.01%
270VANGUARD LARGE-CAP INDEX FUND922908637294$90,5110.01%
271CONOCOPHILLIPS COMCOP945$89,3880.01%
272JPMORGAN EQUITY PREMIUM INCOME ETF46641Q3321,552$88,6400.01%
273INVESCO S&P 500 QUALITY ETFIVZ1,205$88,3140.01%
274ISHARES MSCI USA ESG SELECT ETF464288802650$88,1730.01%
275T-MOBILE US INC COMTMUSZ367$87,8520.01%
276VERTEX PHARMACEUTICALS INC COMVRTX223$87,3360.01%
277ELEVANCE HEALTH INCELV269$86,9190.01%
278FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ET316092204831$85,5190.01%
279CORTEVA INC COMCTVA1,257$85,0110.01%
280AB ULTRA SHORT INCOME ETF00039J1031,675$84,8810.01%
281CANADIAN NATL RY CO COM136375102900$84,8700.01%
282ISHARES U.S. FINANCIALS ETF464287788646$81,8090.01%
283PAYCHEX INC COMPAYX633$80,1950.01%
284EATON VANCE TAX-MANAGED GLOBAL COMETN8,750$79,6250.01%
285CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y407330$79,0810.01%
286HUNT J B TRANS SVCS INC COM445658107588$78,8920.01%
287HEALTH CARE SELECT SECTOR SPDR FUND81369Y209565$78,6310.01%
288FIRST TRUST LARGE CAP CORE ALPHADEX FUND33734K109670$78,2700.01%
289UTILITIES SELECT SECTOR SPDR FUND81369Y886865$75,4370.01%
290SCHLUMBERGER LTD COMSLB2,188$75,2120.01%
291ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V4071,735$75,1260.01%
292MONSTER BEVERAGE CORP NEW COMMNST1,100$74,0410.01%
293KRANESHARES ASIA PACIFIC HIGH INCOME USD BOND ETF5007678433,000$73,4250.01%
294AGNICO EAGLE MINES LTD COMAEM431$72,6490.01%
295AMERICAN TOWER CORP NEW COM03027X100370$71,1580.01%
296INTUITIVE SURGICAL INC COM NEWISRG157$70,2150.01%
297FIRST SOLAR INC COMFSLR315$69,4670.01%
298JACOBS ENGR GROUP INC COMJ462$69,2190.01%
299VIPER ENERGY PARTNERS LP COM UNT RP INTVNOM1,795$68,6050.01%
300STEEL DYNAMICS INC COMSTLD491$68,4780.01%
301AMERISOURCEBERGEN CORP COMCOR218$68,1320.01%
302MEDTRONIC PLC SHSMDT714$67,9860.01%
303VANGUARD INFORMATION TECHNOLOGY ETF92204A70291$67,9430.01%
304DNP SELECT INCOME FD INC COM23325P1046,775$67,8180.01%
305MCCORMICK & CO INC COM NON VTGMKC-V1,006$67,3110.01%
306ENERGY TRANSFER L P COM UT LTD PTNET-PI3,840$65,8940.01%
307TORONTO DOMINION BK ONT COM NEWTORO816$65,2260.01%
308VANGUARD CONSUMER DISCRETIONARY ETF92204A108163$64,6490.00%
309AIRBNB INC COM CL AABNB519$63,0170.00%
310AEROVIRONMENT INC COMAVAV200$62,9780.00%
311ISHARES ESG MSCI KLD 400 ETF464288570500$62,9750.00%
312ISHARES RUSSELL MID-CAP VALUE ETF464287473450$62,8520.00%
313ISHARES S&P SMALL-CAP 600 GROWTH ETF464287887443$62,6850.00%
314SHOPIFY INC CL ASHOP420$62,4160.00%
315UNILEVER PLC SPON ADR NEWUNLYF1,050$62,2440.00%
316ALTRIA GROUP INC COMMO936$61,8320.00%
317TEXAS PACIFIC LAND CORPORATION COMTPL66$61,6200.00%
318MFS MUN INCOME TR SH BEN INT55273810611,414$61,5210.00%
319CHENIERE ENERGY INC COM NEWLNG260$61,0950.00%
320SONOCO PRODS CO COM8354951021,400$60,3260.00%
321FIRST AMERN FINL CORP COM31847R102936$60,1290.00%
322NUVEEN ESG LARGE-CAP GROWTH ETFNU600$59,6700.00%
323REAVES UTIL INCOME FD COM SH BEN INT7561581011,500$59,4300.00%
324BP PLC SPONSORED ADRBPPFF1,723$59,3690.00%
325DUPONT DE NEMOURS INC COMDD757$58,9700.00%
326GOLDMAN SACHS ACCESS U.S. AGGREGATE BOND ETFNVGLF1,405$58,7120.00%
327NEWMONT CORP COMNEMCL684$57,6410.00%
328PROGRESSIVE CORP COM743315103232$57,2920.00%
329AMERICAN WTR WKS CO INC NEW COM030420103404$56,1630.00%
330ISHARES MSCI EAFE MIN VOL FACTOR ETF46429B689650$55,1400.00%
331AB SHORT DURATION HIGH YIELD ETF00039J8301,525$55,0980.00%
332SALESFORCE COM INC COMCRM231$54,8230.00%
333TAMBORAN RES CORP COMTBNRL2,000$54,7600.00%
334MAIN STR CAP CORP COM56035L104835$53,1160.00%
335ISHARES S&P SMALL-CAP 600 VALUE ETF464287879476$52,6410.00%
336PUBLIC SVC ENTERPRISE GRP INC COM744573106600$50,0760.00%
337APOLLO GLOBAL MGMT INC SER A MAND CNV03769M304696$48,9150.00%
338ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF46435G4331,125$48,4310.00%
339COUPANG INC CL ACPNG1,500$48,3000.00%
340HUMANA INC COMHUM186$48,2720.00%
341ISHARES INTERNATIONAL SELECT DIVIDEND ETF4642884481,320$48,2460.00%
342ISHARES S&P MID-CAP 400 GROWTH ETF464287606495$47,4660.00%
343CANADIAN PAC RY LTD COMCP634$47,2270.00%
344MONDELEZ INTL INC CL A609207105750$46,8530.00%
345FIDELITY ENHANCED LARGE CAP GROWTH ETF31609A3051,121$46,0880.00%
346GENERAC HLDGS INC COMGNRC275$46,0350.00%
347GLAXOSMITHKLINE PLC SPONSORED ADRGLAXF1,055$45,5340.00%
348L3HARRIS TECHNOLOGIES INC COMLHX149$45,5060.00%
349TRAVELERS COMPANIES INC COMTRV160$44,6750.00%
350WEYERHAEUSER CO MTN BE COM NEWWY1,800$44,6220.00%
351FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND33738R118450$44,3660.00%
352INVESCO S&P ULTRA DIVIDEND REVENUE ETFIVZ850$44,3020.00%
353ADOBE SYSTEMS INCORPORATED COMADBE125$44,0940.00%
354MESABI TR CTF BEN INTMSB1,500$43,9050.00%
355ILLINOIS TOOL WKS INC COM452308109167$43,5470.00%
356BANK AMERICA CORP 7.25CNV PFD L06050568234$43,5200.00%
357FIRST TR HIGH YIELD OPPRT 2027 COM33741Q1073,000$43,4700.00%
358FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX33733E302155$43,3750.00%
359EATON VANCE ENHANCED EQUITY IN COMETN2,056$43,1760.00%
360CVS HEALTH CORP COMCVS573$43,1730.00%
361FORD MTR CO 0 03/15/2026345370CZ142,000$42,5670.00%
362ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF464288612392$42,1230.00%
363STAR GROUP L P UNIT LTD PARTNRSGU3,500$41,4050.00%
364ENTERPRISE PRODS PARTNERS L P COM2937921071,313$41,0580.00%
365SYNNEX CORP COMSNX250$40,9380.00%
366WELLS FARGO CO NEW PERP PFD CNV A94974680433$40,7320.00%
367ARTIVION INC COMAORT925$39,1650.00%
368ISHARES U.S. CONSUMER GOODS ETF464287812567$38,7980.00%
369KLA CORP COM NEWKLAC35$37,7890.00%
370BROOKFIELD ASSET MGMT INC CL A LTD VT SH11271J107550$37,7190.00%
371ISHARES S&P MID-CAP 400 VALUE ETF464287705289$37,4890.00%
372DRAFTKINGS INC COM CL ADKNG1,000$37,4000.00%
373ISHARES 1-3 YEAR TREASURY BOND ETF464287457450$37,3320.00%
374TOTAL SE SPONSORED ADSTTE619$36,9220.00%
375INTUIT COMINTU54$36,8770.00%
376DOW INC COMDOW1,601$36,7110.00%
377FORD MTR CO DEL COM3453708603,005$35,9380.00%
378VENTAS INC COMVTR500$34,9950.00%
379CENTERPOINT ENERGY INC COMCNP900$34,9200.00%
380QUALCOMM INC COMQCOM209$34,8340.00%
381HARMONY GOLD MINING CO LTD SPONSORED ADRHGMCF1,896$34,4190.00%
382COINBASE GLOBAL INC COM CL ACOIN101$34,0860.00%
383QUANTA SVCS INC COM74762E10282$33,9820.00%
384INDUSTRIAL SELECT SECTOR SPDR FUND81369Y704217$33,4680.00%
385NORTHROP GRUMMAN CORP COMNOC54$32,9030.00%
386NISOURCE INC COMNI750$32,4750.00%
387SPDR S&P DIVIDEND ETF78464A763223$31,1970.00%
388STARBUCKS CORP COMSBUX367$31,0480.00%
389GILEAD SCIENCES INC COMGILD279$31,0240.00%
390CORNING INC COMGLW373$30,5700.00%
391ISHARES GLOBAL TECH ETF464287291294$30,3440.00%
392FIDELITY DIVIDEND ETF FOR RISING RATES316092832516$30,2750.00%
393ISHARES EXPANDED TECH SECTOR ETF464287549240$30,2280.00%
394SPDR S&P MIDCAP 400 ETFMDY50$29,8020.00%
395VANGUARD REAL ESTATE ETF922908553312$28,5230.00%
396IQVIA HLDGS INC COMIQV150$28,4910.00%
397TOLL BROTHERS INC COMTOL205$28,3190.00%
398DOLLAR TREE INC COMDLTR300$28,3110.00%
399SOLVENTUM CORP COM SHSSOLV387$28,2510.00%
400REGENERON PHARMACEUTICALS COMREGN50$28,2430.00%
401ISHARES U.S. MEDICAL DEVICES ETF464288810460$27,6240.00%
402STRIVE 1000 DIVIDEND GROWTH ETF02072L581740$27,0300.00%
403COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH400$26,8280.00%
404ISHARES U.S. CONSUMER SERVICES ETF464287580255$26,7240.00%
405CHURCH & DWIGHT CO INC COMCHD300$26,2890.00%
406VANGUARD S&P 500 GROWTH ETF92193250560$26,1280.00%
407VANGUARD SMALL-CAP INDEX FUND922908751103$26,0640.00%
408STRATEGY INC CL A NEWSTRK80$25,7770.00%
409ISHARES U.S. INDUSTRIALS ETF464287754174$25,3820.00%
410ESSENTIAL UTILS INC COM29670G102625$24,9380.00%
411FIRST TRUST NASDAQ CYBERSECURITY ETF33734X846325$24,7030.00%
412BAXTER INTL INC COM0718131091,080$24,5890.00%
413CHERRY HILL MTG INVT CORP COM16465110110,000$23,9000.00%
414DEXCOM INC 0.25 11/15/2025DXCM24,000$23,8080.00%
415X-TRACKERS MSCI EAFE HEDGED EQUITY ETF233051200500$23,2100.00%
416SYSCO CORP COMSYY275$22,6440.00%
417ONEOK INC NEW COMOKE300$21,8910.00%
418GRAYSCALE BITCOIN MINI TRUST ETF389930207432$21,8720.00%
419WARNER BROS DISCOVERY INC COM SER AWBD1,096$21,4050.00%
420PPG INDS INC COM693506107200$21,0220.00%
421PRUDENTIAL FINL INC COMPUKPF200$20,7480.00%
422DTE ENERGY CO COMDTK145$20,5070.00%
423ALBEMARLE CORP COMALB-PA252$20,4240.00%
424ISHARES RUSSELL 1000 VALUE ETF46428759899$20,1550.00%
425MARSH & MCLENNAN COS INC COM571748102100$20,1530.00%
426SCHWAB U.S. LARGE-CAP GROWTH ETF808524300625$19,9440.00%
427PROSHARES ULTRA FINANCIALS74347X633200$19,8500.00%
428ISHARES EUROPE ETF464287861302$19,7770.00%
429ISHARES PREFERRED AND INCOME SECURITIES ETF464288687625$19,7630.00%
430ARK NEXT GENERATION INTERNET ETF00214Q401113$19,7310.00%
431AXON ENTERPRISE INC COMAXON27$19,3760.00%
432ITRON INC COMITRI150$18,6840.00%
433ISHARES MSCI INTL MULTIFACTOR ETF46434V274520$18,6730.00%
434BANK NEW YORK MELLON CORP COM064058100169$18,4140.00%
435TOWNSQUARE MEDIA INC CL ATSQ2,683$18,0280.00%
436ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288638330$17,8500.00%
437EQT CORP COMEQT320$17,4180.00%
438MASTERBRAND INC COMMON STOCKMBC1,313$17,2920.00%
439EVERSOURCE ENERGY COMES243$17,2870.00%
440RIVIAN AUTOMOTIVE INC COM CL ARIVN1,150$16,8820.00%
441NEWSMAX INC COM SHS CLASS BNMAX1,351$16,7520.00%
442PGIM FLOATING RATE INCOME ETF69344A883334$16,7430.00%
443WALKER & DUNLOP INC COMWD200$16,7240.00%
444GLOBE LIFE INC COMGL-PD115$16,4180.00%
445MICRON TECHNOLOGY INC COMMU97$16,3060.00%
446CLOROX CO DEL COMCLX131$16,2100.00%
447CRISPR THERAPEUTICS AG NAMEN AKTCRSP250$16,2030.00%
448CLEARWAY ENERGY INC CL ACWEN-A600$16,1580.00%
449II-VI INC COMCOHR150$16,1580.00%
450NEW MTN FIN CORP 7.5 10/15/2025647551AE016,000$15,9920.00%
451CANADIAN IMP BK COMM COMCNDIF200$15,9780.00%
452PHINIA INC COMMON STOCKPHIN275$15,8070.00%
453ISHARES MORNINGSTAR SMALL-CAP ETF464288505247$15,6670.00%
454ROYCE MICRO-CAP TR INC COMRMT1,500$15,5850.00%
455ISHARES S&P 500 VALUE ETF46428740875$15,4880.00%
456ISHARES MSCI PACIFIC EX JAPAN ETF464286665300$15,4680.00%
457FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND33737J174200$15,0740.00%
458GOLD FIELDS LTD SPONSORED ADRGFIOF350$14,6860.00%
459OREILLY AUTOMOTIVE INC COM67103H107135$14,5540.00%
460HUNTINGTON INGALLS INDS INC COM44641310650$14,3960.00%
461FIRST CMNTY CORP S C COM319835104508$14,3360.00%
462ROBINHOOD MKTS INC COM CL A770700102100$14,3180.00%
463YIELDMAX AMZN OPTION INCOME STRATEGY ETF88634T8401,000$14,2300.00%
464NORTONLIFELOCK INC COMGENVR500$14,1950.00%
465CONSUMER STAPLES SELECT SECTOR SPDR FUND81369Y308180$14,1070.00%
466COLUMBIA SELIGM PREM TECH GRW COM19842X109378$13,3510.00%
467SYNOPSYS INC COMSNPS27$13,3220.00%
468ISHARES CORE MSCI EMERGING MARKETS ETF46434G103200$13,1510.00%
469FERRARI N V COMRACE27$13,1010.00%
470RPM INTL INC COM749685103111$13,0850.00%
471JPMORGAN SHORT DURATION CORE PLUS ETF46641Q274268$12,7590.00%
472PAYPAL HLDGS INC COMPYPL188$12,6070.00%
473PVH CORPORATION COMPVH150$12,5990.00%
474INTERPUBLIC GROUP COS INC COMINTR442$12,3360.00%
475INTEL CORP COMINTC365$12,2590.00%
476FIRST HORIZON CORPORATION COMFHN-PH536$12,1190.00%
477EXPAND ENERGY CORPORATION COMEXE113$12,0050.00%
478VEEVA SYS INC CL A COMVEEV40$11,9160.00%
479NETAPP INC COMNTAP100$11,8460.00%
480FREEPORT-MCMORAN INC CL BFCX300$11,7660.00%
481AMENTUM HOLDINGS INC COMAMTM483$11,5680.00%
482COMPASS PATHWAYS PLC SPONSORED ADSCMPS2,000$11,4600.00%
483ARK SPACE EXPLORATION & INNOVATION ETF00214Q807400$11,4200.00%
484PIMCO INCOME STRATEGY FD II COM72201J1041,500$11,3850.00%
485RIO TINTO PLC SPONSORED ADRRTNTF172$11,3270.00%
486FIDELITY MSCI UTILITIES INDEX ETF316092865200$11,2940.00%
487RAYONIER INC COMRYN425$11,2840.00%
488CONSTELLATION BRANDS INC CL ASTZ83$11,2130.00%
489LAIRD SUPERFOOD INC COM STKLSF2,000$11,1600.00%
490CABOT OIL & GAS CORP COMCTRA462$10,9260.00%
491ISHARES U.S. HEALTHCARE ETF464287762185$10,8630.00%
492CAESARS ENTERTAINMENT INC NEW COM12769G100400$10,8100.00%
493FIFTH THIRD BANCORP COMFITBM242$10,7810.00%
494GLOBAL X DEFENSE TECH ETF37960A529150$10,5570.00%
495DEFIANCE QUANTUM ETF26922A420100$10,4910.00%
496KRAFT HEINZ CO COMKHC400$10,4160.00%
497C3 AI INC CL AAI600$10,4040.00%
498DIAMONDBACK ENERGY INC COMFANG70$10,0170.00%
499CITIGROUP INC COM NEWC-PR97$9,8810.00%
500VISTRA CORP COMVST50$9,7960.00%