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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 2025 · Filed February 17, 2026 · Accession 0001398344-26-003224

Total Value
$12.35B
Positions
1,567
Other Managers
3
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR4642872001,191,579$816.2M7.05%
2VANGUARD INDEX FDS922908736736,666$359.4M3.10%
3APPLE INCAAPL1,181,203$321.1M2.77%
4VANGUARD SPECIALIZED FUNDS9219088441,216,612$267.4M2.31%
5MICROSOFT CORPMSFT474,910$229.7M1.98%
6NVIDIA CORPORATIONNVDA1,205,761$224.9M1.94%
7INVESCO EXCHANGE TRADED FD TIVZ3,703,220$173.8M1.50%
8SPDR SERIES TRUST78464A3755,080,421$171.8M1.48%
9ISHARES TR46436E7181,471,057$147.7M1.28%
10AMERICAN CENTY ETF TR0250728771,312,548$133.9M1.16%
11ISHARES TR464287622326,569$122.0M1.05%
12VANGUARD INDEX FDS922908363193,364$121.3M1.05%
13ALPHABET INCGOOG385,200$120.6M1.04%
14AMERICAN CENTY ETF TR0250723491,535,309$116.3M1.01%
15AMAZON COM INCAMZN481,844$111.2M0.96%
16SPDR S&P 500 ETF TRSPY156,699$106.9M0.92%
17VANGUARD INDEX FDS922908769315,628$105.8M0.91%
18J P MORGAN EXCHANGE TRADED F46641Q1592,276,189$105.4M0.91%
19ISHARES TR46434V8032,490,895$103.0M0.89%
20JPMORGAN CHASE & CO.VYLD318,878$102.7M0.89%
21BERKSHIRE HATHAWAY INC DELBRK-A201,436$101.3M0.87%
22VANGUARD INDEX FDS922908629343,322$99.6M0.86%
23SPDR SERIES TRUST78464A409929,551$99.2M0.86%
24VANGUARD INDEX FDS922908512542,484$96.2M0.83%
25ISHARES TR464287614200,563$94.9M0.82%
26VANGUARD SCOTTSDALE FDS92206C730298,808$92.3M0.80%
27ALPHABET INCGOOG290,192$91.1M0.79%
28BROADCOM INCAVGO260,187$90.1M0.78%
29ISHARES TR464287499933,429$89.9M0.78%
30VANGUARD TAX-MANAGED FDS9219438581,418,311$88.6M0.77%
31INVESCO EXCHANGE TRADED FD TIVZ446,606$85.6M0.74%
32SCHWAB STRATEGIC TR8085243002,523,361$82.3M0.71%
33SCHWAB STRATEGIC TR8085241023,019,866$79.2M0.68%
34VANGUARD INDEX FDS922908538249,113$69.5M0.60%
35ISHARES TR464287655279,760$68.9M0.59%
36INVESCO QQQ TRIVZ108,799$66.8M0.58%
37PROCTER AND GAMBLE CO742718109458,524$65.7M0.57%
38ELI LILLY & COLLY58,138$62.5M0.54%
39VANGUARD INTL EQUITY INDEX F922042775840,955$61.9M0.53%
40ISHARES TR464287309487,802$60.1M0.52%
41PIMCO ETF TR72201R775640,890$59.7M0.52%
42ISHARES TR464287598280,747$59.1M0.51%
43ISHARES TR464287689152,147$58.9M0.51%
44ISHARES TR464287507882,128$58.2M0.50%
45J P MORGAN EXCHANGE TRADED F46641Q8371,137,455$57.5M0.50%
46VANGUARD INDEX FDS922908744301,211$57.5M0.50%
47ISHARES TR464288661466,164$55.6M0.48%
48JOHNSON & JOHNSONJNJ267,760$55.4M0.48%
49AMERICAN CENTY ETF TR025072703645,440$53.1M0.46%
50SCHWAB STRATEGIC TR8085245081,741,785$52.4M0.45%
51INVESCO EXCHANGE TRADED FD TIVZ1,127,581$51.7M0.45%
52TAIWAN SEMICONDUCTOR MFG LTD874039100166,287$50.5M0.44%
53ABBVIE INCABBV218,876$50.0M0.43%
54ISHARES TR46434V621715,165$49.6M0.43%
55VANGUARD WHITEHALL FDS921946406342,801$49.2M0.43%
56ISHARES TR464288240722,543$48.5M0.42%
57HOME DEPOT INCHD138,152$47.5M0.41%
58VANGUARD INTL EQUITY INDEX F922042858873,460$47.0M0.41%
59SPDR SERIES TRUST78464A854576,825$46.3M0.40%
60VISA INCV131,040$46.0M0.40%
61SCHWAB STRATEGIC TR8085247971,674,883$45.9M0.40%
62ORACLE CORPORCL-PD234,255$45.7M0.39%
63SPDR SERIES TRUST78464A508803,642$45.7M0.39%
64WALMART INCWMT401,946$44.8M0.39%
65AMERICAN CENTY ETF TR025072885400,195$44.7M0.39%
66ISHARES TR464287408207,215$43.9M0.38%
67ISHARES TR464287515403,624$42.7M0.37%
68COCA COLA COKO603,543$42.2M0.36%
69META PLATFORMS INCMETA59,638$39.4M0.34%
70EXXON MOBIL CORPXOM325,799$39.2M0.34%
71MICRON TECHNOLOGY INCMU131,195$37.4M0.32%
72ISHARES TR464288877500,499$35.7M0.31%
73MCDONALDS CORPMCD114,138$34.9M0.30%
74SALESFORCE INCCRM129,623$34.3M0.30%
75SCHWAB STRATEGIC TR8085248051,406,458$33.8M0.29%
76SPDR SERIES TRUST78464A6491,277,480$32.9M0.28%
77VANGUARD SCOTTSDALE FDS92206C870391,804$32.8M0.28%
78CISCO SYS INCCSCO419,782$32.3M0.28%
79VANGUARD INDEX FDS922908751125,200$32.3M0.28%
80AMERICAN EXPRESS COAXP87,126$32.2M0.28%
81BANK AMERICA CORP060505104565,932$31.1M0.27%
82COSTCO WHSL CORP NEW22160K10535,982$31.0M0.27%
83ISHARES TR464289438111,746$30.9M0.27%
84ECOLAB INCECL116,846$30.7M0.27%
85VANGUARD MUN BD FDS922907746602,056$30.3M0.26%
86PEPSICO INCPEP209,109$30.0M0.26%
87SOUTHERN COSOMN334,357$29.2M0.25%
88ACCENTURE PLC IRELANDACN107,257$28.8M0.25%
89SPDR GOLD TRGLD71,605$28.4M0.25%
90PROFESIONALLY MANAGED PORTFO74316P579431,441$28.3M0.24%
91CATERPILLAR INCCAT48,166$27.6M0.24%
92FIDELITY MERRIMACK STR TR316188309591,509$27.2M0.24%
93PIMCO ETF TR72201R833270,310$27.1M0.23%
94ISHARES TR464287465282,022$27.1M0.23%
95VANGUARD SCOTTSDALE FDS92206C664271,716$27.0M0.23%
96VANGUARD SCOTTSDALE FDS92206C409338,884$27.0M0.23%
97MERCK & CO INCMRK256,604$27.0M0.23%
98SPDR SERIES TRUST78464A805319,193$26.3M0.23%
99ISHARES TR46432F842292,447$26.2M0.23%
100TESLA INCTSLA57,117$25.7M0.22%
101VANGUARD BD INDEX FDS921937835340,430$25.2M0.22%
102SELECT SECTOR SPDR TR81369Y803171,528$24.7M0.21%
103ISHARES TR464287481176,065$24.1M0.21%
104SPDR SERIES TRUST78464A847415,474$24.1M0.21%
105VANGUARD STAR FDS921909768317,798$24.0M0.21%
106QUALCOMM INCQCOM138,359$23.7M0.20%
107ENERGY TRANSFER L PET-PI1,410,878$23.3M0.20%
108WASTE MGMT INC DEL94106L109104,605$23.0M0.20%
109DISNEY WALT CO254687106199,722$22.7M0.20%
110BERKSHIRE HATHAWAY INC DELBRK-A30$22.6M0.20%
111SPDR SERIES TRUST78464A474733,901$22.2M0.19%
112UNION PAC CORPUNP94,966$22.0M0.19%
113STARBUCKS CORPSBUX260,509$21.9M0.19%
114ASTRAZENECA PLCAZN237,819$21.9M0.19%
115BLACKROCK INCBLK20,383$21.8M0.19%
116VICTORY PORTFOLIOS II92647N535424,414$21.6M0.19%
117CHEVRON CORP NEWCVX141,458$21.6M0.19%
118VERIZON COMMUNICATIONS INCVZ526,680$21.5M0.19%
119SCHWAB STRATEGIC TR808524862877,529$21.4M0.18%
120SPDR INDEX SHS FDS78463X889476,080$21.1M0.18%
121ISHARES INC46434G103312,040$21.0M0.18%
122UNITED PARCEL SERVICE INCUPS210,665$20.9M0.18%
123HONEYWELL INTL INC438516106106,863$20.8M0.18%
124VANGUARD SCOTTSDALE FDS92206C565303,269$20.8M0.18%
125VANGUARD BD INDEX FDS92203C303409,130$20.4M0.18%
126J P MORGAN EXCHANGE TRADED F46641Q332352,499$20.2M0.17%
127ISHARES TR464287226201,591$20.1M0.17%
128ADVANCED MICRO DEVICES INCAMD93,309$20.0M0.17%
129CITIGROUP INCC-PR170,605$19.9M0.17%
130ISHARES TR46429B663163,289$19.9M0.17%
131BLACKSTONE INCBX127,273$19.6M0.17%
132INTERNATIONAL BUSINESS MACHSINTR64,710$19.2M0.17%
133GOLDMAN SACHS GROUP INCGSCE21,686$19.1M0.16%
134ISHARES TR464289420205,791$18.9M0.16%
135ISHARES TR46428710154,191$18.6M0.16%
136PALO ALTO NETWORKS INCPANW100,787$18.6M0.16%
137CAPITAL GROUP NEW GEOGRAPHY14021N105561,314$17.9M0.15%
138THERMO FISHER SCIENTIFIC INCTMO30,789$17.8M0.15%
139DANAHER CORPORATION23585110277,476$17.7M0.15%
140VANECK ETF TRUST92189F106204,060$17.5M0.15%
141ENTERPRISE PRODS PARTNERS L293792107542,575$17.4M0.15%
142GE AEROSPACE36960430156,339$17.4M0.15%
143SCHWAB STRATEGIC TR808524409585,383$17.3M0.15%
144ISHARES TR46432F33985,726$17.0M0.15%
145BLACKROCK ETF TRUST IIBLK320,585$16.9M0.15%
146J P MORGAN EXCHANGE TRADED F46654Q203289,236$16.8M0.15%
147SCHWAB STRATEGIC TR808524706506,867$16.6M0.14%
148ISHARES TR464289867247,953$16.1M0.14%
149VANGUARD WORLD FD921910840111,899$15.8M0.14%
150STRYKER CORPORATIONSYK44,201$15.5M0.13%
151ISHARES TR464287150104,126$15.5M0.13%
152MORGAN STANLEYMS-PQ87,033$15.5M0.13%
153WELLS FARGO CO NEW949746101165,683$15.4M0.13%
154ISHARES TR464287473107,597$15.2M0.13%
155DEERE & CODE32,265$15.0M0.13%
156AMERICAN CENTY ETF TR025072802158,839$14.9M0.13%
157EXPEDIA GROUP INCEXPE52,666$14.9M0.13%
158CHENIERE ENERGY INCLNG76,703$14.9M0.13%
159CORNING INCGLW168,923$14.8M0.13%
160MCCORMICK & CO INCMKC-V216,163$14.7M0.13%
161NORTHERN LTS FD TR IINTRSO539,448$14.7M0.13%
162ISHARES TR46428763080,113$14.5M0.13%
163APPLIED MATLS INC03822210555,991$14.4M0.12%
164BOSTON SCIENTIFIC CORPBSX150,188$14.3M0.12%
165ISHARES TR464287879125,651$14.3M0.12%
166ANALOG DEVICES INCADI52,664$14.3M0.12%
167ISHARES TR464287606147,355$14.3M0.12%
168BLACKROCK ETF TRUSTBLK233,668$14.2M0.12%
169FIRST TR EXCH TRADED FD III33739E108776,926$14.2M0.12%
170ISHARES TR46432F39656,167$14.1M0.12%
171WESTERN MIDSTREAM PARTNERS LWES355,743$14.1M0.12%
172PHILIP MORRIS INTL INC71817210987,583$14.0M0.12%
173PROSHARES TR74348A467134,890$14.0M0.12%
174CINCINNATI FINL CORP17206210185,737$14.0M0.12%
175ISHARES TR464288885122,422$13.9M0.12%
176ELEVATION SERIES TRUST210322806503,982$13.9M0.12%
177SCHWAB STRATEGIC TR808524201514,916$13.9M0.12%
178ABBOTT LABSABLZF110,077$13.8M0.12%
179NEXTERA ENERGY INCNEE-PW171,403$13.8M0.12%
180VANGUARD WORLD FD92204A20764,555$13.6M0.12%
181COLGATE PALMOLIVE COCL171,229$13.5M0.12%
182FIRST TR EXCHNG TRADED FD VI33740U703474,519$13.4M0.12%
183ISHARES INC464286749222,163$13.3M0.12%
184DIMENSIONAL ETF TRUST25434V864277,604$13.3M0.11%
185ISHARES U S ETF TR46431W507259,344$13.3M0.11%
186AMERICAN WTR WKS CO INC NEW030420103101,466$13.2M0.11%
187CME GROUP INCCME48,311$13.2M0.11%
188MPLX LPMPLXP246,265$13.1M0.11%
189ISHARES TR46428764840,158$13.0M0.11%
190ISHARES TR464287804107,554$12.9M0.11%
191JPMORGAN CHASE FINL CO LLCVYLD431,543$12.9M0.11%
192NUCOR CORPNUE78,644$12.8M0.11%
193ISHARES TR464287440133,004$12.8M0.11%
194VANGUARD WHITEHALL FDS921946794141,316$12.7M0.11%
195ISHARES TR464288414117,485$12.6M0.11%
196SCHWAB STRATEGIC TR808524607436,454$12.4M0.11%
197DUKE ENERGY CORP NEWDUKB105,647$12.4M0.11%
198ISHARES TR46434V316230,040$12.1M0.10%
199PLAINS ALL AMERN PIPELINE L726503105676,024$12.1M0.10%
200AMERICAN CENTY ETF TR025072604157,139$12.1M0.10%
201ISHARES TR46428825785,282$12.1M0.10%
202ISHARES TR464289859134,439$12.0M0.10%
203INTUITINTU17,926$11.9M0.10%
204VANGUARD WORLD FD92191081628,752$11.9M0.10%
205ILLINOIS TOOL WKS INC45230810947,482$11.7M0.10%
206ENBRIDGE INCENNPF244,313$11.7M0.10%
207ISHARES TR464287234212,323$11.6M0.10%
208EATON CORP PLCETN36,187$11.5M0.10%
209AT&T INCT-PC463,356$11.5M0.10%
210SERVISFIRST BANCSHARES INCSFBS159,780$11.5M0.10%
211T ROWE PRICE ETF INC87283Q867299,867$11.5M0.10%
212ADOBE INCADBE32,721$11.5M0.10%
213BHP GROUP LTDBHPLF187,375$11.3M0.10%
214ISHARES TR46434V860223,090$11.3M0.10%
215JANUS DETROIT STR TR47103U845220,573$11.2M0.10%
216T-MOBILE US INCTMUSZ54,945$11.2M0.10%
217AMGEN INCAMGN34,042$11.1M0.10%
218KIMBERLY-CLARK CORPKMB109,030$11.0M0.10%
219GE VERNOVA INCGEV16,466$10.8M0.09%
220SPDR INDEX SHS FDS78463X848298,280$10.7M0.09%
221LOCKHEED MARTIN CORPLMT21,971$10.6M0.09%
222KRATOS DEFENSE & SEC SOLUTIO50077B207139,568$10.6M0.09%
223CORPAY INCCPAY35,180$10.6M0.09%
224J P MORGAN EXCHANGE TRADED F46654Q724158,434$10.5M0.09%
225SELECT SECTOR SPDR TR81369Y886245,852$10.5M0.09%
226PFIZER INCPFE420,267$10.5M0.09%
227BP PLCBPPFF300,617$10.4M0.09%
228VERTEX PHARMACEUTICALS INCVRTX22,732$10.3M0.09%
229PNC FINL SVCS GROUP INC69347510549,252$10.3M0.09%
230SELECT SECTOR SPDR TR81369Y605187,672$10.3M0.09%
231SPDR INDEX SHS FDS78463X509217,444$10.2M0.09%
232AMERICAN CENTY ETF TR025072281133,249$10.2M0.09%
233INTUITIVE SURGICAL INCISRG17,887$10.1M0.09%
234EA SERIES TRUST02072L102206,842$10.1M0.09%
235NETFLIX INCNFLX107,154$10.0M0.09%
236MEDTRONIC PLCMDT104,525$10.0M0.09%
237MARVELL TECHNOLOGY INCMRVL117,907$10.0M0.09%
238KKR & CO INCKKRT78,428$10.0M0.09%
239VANGUARD INTL EQUITY INDEX F92204274270,610$10.0M0.09%
240VANGUARD INTL EQUITY INDEX F922042874118,025$9.9M0.09%
241PALOMAR HLDGS INCPLMR72,827$9.8M0.08%
242LAMAR ADVERTISING CO NEWLAMR77,139$9.8M0.08%
243UNITEDHEALTH GROUP INCUNH29,212$9.6M0.08%
244CALAMOS ETF TR12811T571360,542$9.6M0.08%
245ELECTRONIC ARTS INCEA47,173$9.6M0.08%
246AECOMACM100,584$9.6M0.08%
247ISHARES TR464288646180,486$9.5M0.08%
248SELECT SECTOR SPDR TR81369Y20961,570$9.5M0.08%
249BADGER METER INCBMI54,501$9.5M0.08%
250PATRICK INDS INC70334310387,545$9.5M0.08%
251TRUIST FINL CORP89832Q109192,559$9.5M0.08%
252DIMENSIONAL ETF TRUST25434V807189,553$9.5M0.08%
253SELECT SECTOR SPDR TR81369Y506211,416$9.5M0.08%
254OREILLY AUTOMOTIVE INC67103H107103,311$9.4M0.08%
255EVEREST GROUP LTDEG27,616$9.4M0.08%
256RTX CORPORATIONRTX50,758$9.3M0.08%
257STERIS PLCSTE36,661$9.3M0.08%
258PENTAIR PLCPNR89,174$9.3M0.08%
259BLACKROCK ETF TRUSTBLK362,567$9.3M0.08%
260LOWES COS INC54866110738,177$9.2M0.08%
261VANGUARD BD INDEX FDS921937819117,971$9.2M0.08%
262ISHARES TR46432F834108,439$9.2M0.08%
263BOEING COBA-PA42,255$9.2M0.08%
264MASTERCARD INCORPORATEDMA16,019$9.1M0.08%
265JANUS DETROIT STR TR47103U886183,560$9.0M0.08%
266SCHWAB CHARLES CORPSCHW-PJ89,919$9.0M0.08%
267SCHWAB STRATEGIC TR808524763281,555$8.9M0.08%
268PUBLIC STORAGE OPER COPSA-PS34,091$8.8M0.08%
269VANGUARD INDEX FDS92290859529,167$8.8M0.08%
270BURLINGTON STORES INCBURL30,199$8.7M0.08%
271TJX COS INC NEW87254010956,609$8.7M0.08%
272SELECT SECTOR SPDR TR81369Y70455,969$8.7M0.08%
273INVESCO EXCH TRADED FD TR IIIVZ34,320$8.7M0.07%
274EQUINIX INCEQIX11,182$8.6M0.07%
275VANECK ETF TRUST92189F67623,720$8.5M0.07%
276DOMINOS PIZZA INCDPZ20,358$8.5M0.07%
277RAYMOND JAMES FINL INC75473010952,019$8.4M0.07%
278SELECT SECTOR SPDR TR81369Y85269,284$8.2M0.07%
279INTEL CORPINTC219,470$8.1M0.07%
280KROGER COKR129,121$8.1M0.07%
281BLACKROCK ETF TRUSTBLK323,822$8.0M0.07%
282UNILEVER PLCUNLYF122,469$8.0M0.07%
283VANGUARD WORLD FD92204A70210,616$8.0M0.07%
284FIRST TR EXCHANGE-TRADED FD33733E30229,170$7.9M0.07%
285PALANTIR TECHNOLOGIES INCPLTR44,098$7.8M0.07%
286ANTERO MIDSTREAM CORPAM440,279$7.8M0.07%
287NEWMONT CORPNEMCL78,441$7.8M0.07%
288NVENT ELECTRIC PLCNVT75,983$7.7M0.07%
289ASML HOLDING N VASMLF7,239$7.7M0.07%
290AIR PRODS & CHEMS INCAIIR31,026$7.7M0.07%
291CROWN CASTLE INCCCI85,787$7.6M0.07%
292VANGUARD WORLD FD92204A50426,429$7.6M0.07%
293MONDELEZ INTL INC609207105140,829$7.6M0.07%
294SPDR S&P MIDCAP 400 ETF TRMDY12,547$7.6M0.07%
295FIRST TR EXCHANGE TRADED FD33734X846105,590$7.5M0.07%
296ISHARES GOLD TRIAU92,695$7.5M0.07%
297LINDE PLCLIN17,517$7.5M0.06%
298INVESCO EXCH TRADED FD TR IIIVZ341,267$7.4M0.06%
299GENERAL DYNAMICS CORPGD21,833$7.4M0.06%
300SLB LIMITEDSLB190,851$7.3M0.06%
301ARCHROCK INCAROC280,526$7.3M0.06%
302PROGRESSIVE CORP74331510332,037$7.3M0.06%
303BUNGE GLOBAL SABG81,608$7.3M0.06%
304CHUBB LIMITEDCB23,287$7.3M0.06%
305ELEVATION SERIES TRUST210322889182,912$7.2M0.06%
306AMERICAN TOWER CORP NEW03027X10040,904$7.2M0.06%
307SPDR SERIES TRUST78468R77060,858$6.9M0.06%
308ATI INCATI59,843$6.9M0.06%
309SPDR SERIES TRUST78468R101233,963$6.9M0.06%
310EXACT SCIENCES CORP30063P10567,246$6.8M0.06%
311DIMENSIONAL ETF TRUST25434V203178,600$6.8M0.06%
312J P MORGAN EXCHANGE TRADED F46641Q274142,884$6.8M0.06%
313FIRST TR EXCHANGE-TRADED FD33734510229,399$6.8M0.06%
314WISDOMTREE TRWT74,574$6.7M0.06%
315WELLTOWER INCWELL35,800$6.6M0.06%
316DIMENSIONAL ETF TRUST25434V765207,960$6.6M0.06%
317VERTIV HOLDINGS COVRT40,604$6.6M0.06%
318SUNOCO LP/SUNOCO FIN CORPSUN125,451$6.6M0.06%
319INVESCO EXCHANGE TRADED FD TIVZ48,893$6.6M0.06%
320HA SUSTAINABLE INFRA CAP INC41068X100208,476$6.6M0.06%
321DIMENSIONAL ETF TRUST25434V666190,915$6.5M0.06%
322DIMENSIONAL ETF TRUST25434V740191,982$6.5M0.06%
323CVS HEALTH CORPCVS80,920$6.4M0.06%
324SELECT SECTOR SPDR TR81369Y40753,539$6.4M0.06%
325PULTE GROUP INC74586710154,282$6.4M0.05%
326VANGUARD INDEX FDS92290855371,720$6.3M0.05%
327ISHARES TR46428827381,340$6.3M0.05%
328SELECT SECTOR SPDR TR81369Y30881,121$6.3M0.05%
329SYNOPSYS INCSNPS13,356$6.3M0.05%
330FASTENAL COFAST155,647$6.2M0.05%
331DIMENSIONAL ETF TRUST25434V104131,787$6.2M0.05%
332ISHARES TR46429B69764,543$6.1M0.05%
333SONY GROUP CORPSNEJF236,496$6.1M0.05%
334COMCAST CORP NEWCCZ201,211$6.0M0.05%
335TEXAS INSTRS INC88250810434,623$6.0M0.05%
336NORFOLK SOUTHN CORP65584410820,797$6.0M0.05%
337SPDR SERIES TRUST78464A63124,763$6.0M0.05%
338ROPER TECHNOLOGIES INCROP13,385$6.0M0.05%
339PACCAR INCPCAR53,799$5.9M0.05%
340VULCAN MATLS CO92916010920,461$5.8M0.05%
341ISHARES TR46428745769,573$5.8M0.05%
342HEALTHEQUITY INCHQY62,761$5.7M0.05%
343INVESCO EXCH TRADED FD TR IIIVZ47,842$5.7M0.05%
344TYLER TECHNOLOGIES INCTYL12,546$5.7M0.05%
345BJS WHSL CLUB HLDGS INC05550J10163,108$5.7M0.05%
346SSGA ACTIVE ETF TR78467V848141,148$5.7M0.05%
347DOMINION ENERGY INCD96,882$5.7M0.05%
348MORGAN STANLEY ETF TRUSTMS-PQ109,874$5.7M0.05%
349INFOSYS LTDINFY315,208$5.6M0.05%
350PACER FDS TR69374H88192,890$5.6M0.05%
351ISHARES TR46428815851,686$5.5M0.05%
352FIRST TR EXCHANGE TRADED FD33734X17632,535$5.5M0.05%
353ALLSTATE CORPALL-PJ26,249$5.5M0.05%
354SCHWAB STRATEGIC TR808524839232,165$5.4M0.05%
355NORTHROP GRUMMAN CORPNOC9,513$5.4M0.05%
356ISHARES TR46428863899,946$5.4M0.05%
357ISHARES TR46428944631,394$5.4M0.05%
358ISHARES TR46435G250112,981$5.3M0.05%
359NORTHRIM BANCORP INCNRIM201,028$5.3M0.05%
360ISHARES INC46434G82266,027$5.3M0.05%
361CYBERARK SOFTWARE LTDM2682V10811,857$5.3M0.05%
362SHELL PLCRYDAF71,930$5.3M0.05%
363SPDR SERIES TRUST78468R853112,595$5.3M0.05%
364ISHARES TR46434V100103,375$5.2M0.05%
365FIRST TR EXCHNG TRADED FD VI33740F839107,036$5.2M0.05%
366ISHARES TR46428770539,706$5.2M0.05%
367CONOCOPHILLIPSCOP55,322$5.2M0.04%
368DIMENSIONAL ETF TRUST25434V40169,744$5.2M0.04%
369SCHWAB STRATEGIC TR808524870195,178$5.2M0.04%
370STATE STR CORPSTT-PG39,928$5.2M0.04%
371XCEL ENERGY INCXELLL69,131$5.1M0.04%
372L3HARRIS TECHNOLOGIES INCLHX17,333$5.1M0.04%
373ISHARES TR46429B309271,714$5.1M0.04%
374REPLIGEN CORPRGEN30,812$5.0M0.04%
375VANGUARD MUN BD FDS92290771266,213$5.0M0.04%
376STAG INDL INC85254J102135,935$5.0M0.04%
377ISHARES TR46428717645,224$5.0M0.04%
378AUTOMATIC DATA PROCESSING INADP19,181$4.9M0.04%
379DESCARTES SYS GROUP INC24990610856,057$4.9M0.04%
380BBH TR05528C675301,709$4.9M0.04%
381SPDR SERIES TRUST78468R788110,619$4.8M0.04%
3823M COMMM29,825$4.8M0.04%
383SELECT SECTOR SPDR TR81369Y860117,323$4.7M0.04%
384SSGA ACTIVE ETF TR78467V608113,581$4.7M0.04%
385SUNOCOCORP LLCSUNC94,095$4.6M0.04%
386ROCKET COS INC77311W101239,251$4.6M0.04%
387PLAINS GP HLDGS L PPAGP241,203$4.6M0.04%
388FIRST TR EXCHANGE TRADED FD33738R60572,367$4.6M0.04%
389VANGUARD INDEX FDS92290861121,491$4.6M0.04%
390CADENCE DESIGN SYSTEM INCCDNS14,518$4.5M0.04%
391ALTRIA GROUP INCMO78,260$4.5M0.04%
392ISHARES INC464286400141,929$4.5M0.04%
393WISDOMTREE TRWT79,105$4.5M0.04%
394PHILLIPS 66PSX34,807$4.5M0.04%
395NXP SEMICONDUCTORS N VNXPI20,667$4.5M0.04%
396SPDR SERIES TRUST78464A383199,195$4.5M0.04%
397FIRST HORIZON CORPORATIONFHN-PH186,524$4.5M0.04%
398AMETEK INCAME21,530$4.4M0.04%
399BARCLAYS BANK PLCVXZ117,144$4.4M0.04%
400INVESCO EXCH TRADED FD TR IIIVZ67,203$4.4M0.04%
401VERALTO CORPVLTO43,793$4.4M0.04%
402ISHARES TR464288687140,280$4.3M0.04%
403SONOS INCSONO245,532$4.3M0.04%
404SERVICENOW INCNOW28,135$4.3M0.04%
405ISHARES TR46429B59878,649$4.3M0.04%
406FB FINL CORP30257X10475,973$4.2M0.04%
407VANGUARD BD INDEX FDS92193779360,887$4.2M0.04%
408NISOURCE INCNI100,831$4.2M0.04%
409KINDER MORGAN INC DELEP-PC150,921$4.1M0.04%
410MCKESSON CORPMCK5,051$4.1M0.04%
411DIMENSIONAL ETF TRUST25434V773125,689$4.1M0.04%
412SPDR SERIES TRUST78464A30045,429$4.1M0.04%
413BOOKING HOLDINGS INCBKNG768$4.1M0.04%
414BROOKFIELD INFRAST PARTNERSG16252101118,409$4.1M0.04%
415DIAGEO PLCDGEAF47,364$4.1M0.04%
416BLACK HILLS CORPBKH58,752$4.1M0.04%
417WISDOMTREE TRWT80,945$4.1M0.04%
418US BANCORP DELUSB-PS75,003$4.0M0.03%
419ISHARES TR46428987583,485$4.0M0.03%
420ALIBABA GROUP HLDG LTDBBAAY27,139$4.0M0.03%
421LAM RESEARCH CORPLRCX23,203$4.0M0.03%
422NEOS ETF TRUST78433H30375,565$4.0M0.03%
423AMERICAN ELEC PWR CO INC02553710134,248$3.9M0.03%
424EMERSON ELEC COEMR29,736$3.9M0.03%
425ISHARES TR46428755623,186$3.9M0.03%
426METLIFE INCMET-PF49,389$3.9M0.03%
427ISHARES TR46428729137,073$3.9M0.03%
428VANGUARD WORLD FD92204A40529,097$3.9M0.03%
429GLOBAL X FDS37954Y63276,349$3.9M0.03%
430GENERAL MLS INC37033410482,747$3.8M0.03%
431GE HEALTHCARE TECHNOLOGIES IGEHC46,867$3.8M0.03%
432DTE ENERGY CODTK29,782$3.8M0.03%
433ISHARES TR46428876017,728$3.8M0.03%
434THE CIGNA GROUP12552310013,746$3.8M0.03%
435FIDELITY COVINGTON TRUST31609280816,765$3.8M0.03%
436NIKE INCNKE59,059$3.8M0.03%
437VANGUARD WHITEHALL FDS92194681041,054$3.8M0.03%
438ISHARES TR46434V87874,216$3.8M0.03%
439GLOBAL PMTS INC37940X10247,967$3.7M0.03%
440CROWDSTRIKE HLDGS INCCRWD7,892$3.7M0.03%
441AMPHENOL CORP NEW03209510127,340$3.7M0.03%
442ARES CAPITAL CORPARCC182,575$3.7M0.03%
443MARATHON PETE CORPMARA22,684$3.7M0.03%
444SCHWAB STRATEGIC TR808524672123,675$3.7M0.03%
445TORTOISE CAPITAL SERIES TRUS890930209403,250$3.6M0.03%
446SPDR SERIES TRUST78464A672126,204$3.6M0.03%
447SPDR SERIES TRUST78464A76326,094$3.6M0.03%
448DOW INCDOW154,876$3.6M0.03%
449ORMAT TECHNOLOGIES INCORA32,717$3.6M0.03%
450CUMMINS INCCMI7,029$3.6M0.03%
451UNITED CMNTY BKS BLAIRSVLE GUNTCW114,560$3.6M0.03%
452APTARGROUP INCATR29,054$3.5M0.03%
453ISHARES TR46428852162,106$3.5M0.03%
454DIMENSIONAL ETF TRUST25434V78192,802$3.5M0.03%
455INTERCONTINENTAL EXCHANGE IN45866F10421,765$3.5M0.03%
456UNIFIED SER TRUFI79,005$3.5M0.03%
457ISHARES TR46435G33479,591$3.5M0.03%
458ISHARES BITCOIN TRUST ETFIBIT70,478$3.5M0.03%
459ARCHER DANIELS MIDLAND COADM60,645$3.5M0.03%
460ISHARES TR46434V61374,855$3.5M0.03%
461WISDOMTREE TRWT74,489$3.5M0.03%
462INVESCO EXCH TRD SLF IDX FDIVZ173,894$3.4M0.03%
463CAPITAL ONE FINL CORP14040H10513,995$3.4M0.03%
464MANULIFE FINL CORP56501R10693,089$3.4M0.03%
465TARGET CORPTGT34,413$3.4M0.03%
466CSX CORPCSX92,348$3.3M0.03%
467CORTEVA INCCTVA49,875$3.3M0.03%
468INVESCO EXCHANGE TRADED FD TIVZ56,030$3.3M0.03%
469TELEDYNE TECHNOLOGIES INCTDY6,488$3.3M0.03%
470FIRST TR EXCHANGE TRADED FD33734X14328,951$3.3M0.03%
471JANUS DETROIT STR TR47103U85272,001$3.3M0.03%
472ANNALY CAPITAL MANAGEMENT INNLY-PJ145,668$3.3M0.03%
473GILEAD SCIENCES INCGILD26,468$3.2M0.03%
474FEDEX CORPFDX11,233$3.2M0.03%
475ISHARES TR46428851340,179$3.2M0.03%
476CONSTELLATION ENERGY CORPCEG9,002$3.2M0.03%
477INVESCO EXCH TRD SLF IDX FDIVZ161,922$3.2M0.03%
478VANGUARD INDEX FDS92290865215,066$3.2M0.03%
479ISHARES TR46428724228,324$3.1M0.03%
480LATTICE STRATEGIES TR51841640953,954$3.1M0.03%
481ALBEMARLE CORPALB-PA21,999$3.1M0.03%
482SPDR SERIES TRUST78464A35934,797$3.1M0.03%
483COGNIZANT TECHNOLOGY SOLUTIOCTSH37,363$3.1M0.03%
484BRISTOL-MYERS SQUIBB COCELG-RI57,468$3.1M0.03%
485FIRST CTZNS BANCSHARES INC D31946M1031,426$3.1M0.03%
486ISHARES TR46428772115,298$3.1M0.03%
487INVESCO EXCH TRADED FD TR IIIVZ42,574$3.0M0.03%
488AMERICAN CENTY ETF TR02507229940,441$3.0M0.03%
489VANECK ETF TRUST92189F64328,992$3.0M0.03%
490DOLLAR GEN CORP NEW25667710522,547$3.0M0.03%
491PIMCO ETF TR72201R86656,886$3.0M0.03%
492WISDOMTREE TRWT89,075$3.0M0.03%
493S&P GLOBAL INCSPGI5,691$3.0M0.03%
494LAZARD ACTIVE ETF TRLAZ118,521$3.0M0.03%
495COTERRA ENERGY INCCTRA112,577$3.0M0.03%
496NORTHERN LTS FD TR IVNTRSO45,877$3.0M0.03%
497FIRST TR EXCHANGE-TRADED FD33733B10027,237$3.0M0.03%
498J P MORGAN EXCHANGE TRADED F46641Q85260,544$2.9M0.03%
499WASTE CONNECTIONS INCWCN16,785$2.9M0.03%
500CARNIVAL CORPCUKPF96,314$2.9M0.03%