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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

Caldwell Trust Co

Quarter ended Q3 2025 · Filed September 22, 2025 · Accession 0001420506-25-002730

Total Value
$1.00B
Positions
814
Other Managers
3
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPORATIONNVDA343,306$54.2M5.46%
2APPLE INCAAPL246,463$50.6M5.09%
3SPDR S&P 500 ETF TRSPY63,366$39.2M3.94%
4MICROSOFT CORPMSFT73,059$36.3M3.66%
5AMAZON COM INCAMZN132,340$29.0M2.92%
6ALPHABET INCGOOG132,100$23.3M2.34%
7JPMORGAN CHASE & CO.VYLD67,084$19.4M1.96%
8HOME DEPOT INCHD52,267$19.2M1.93%
9ELI LILLY & COLLY21,204$16.5M1.66%
10ISHARES TR46428720026,576$16.5M1.66%
11COSTCO WHSL CORP NEW22160K10514,897$14.7M1.48%
12INVESCO EXCHANGE TRADED FD TIVZ73,116$13.3M1.34%
13MASTERCARD INCORPORATEDMA23,285$13.1M1.32%
14NEXTERA ENERGY INCNEE-PW183,039$12.7M1.28%
15BLACKROCK INCBLK12,059$12.7M1.27%
16SPDR S&P MIDCAP 400 ETF TRMDY21,224$12.0M1.21%
17ISHARES TR464288646226,542$12.0M1.20%
18VISA INCV31,614$11.2M1.13%
19INVESCO QQQ TRIVZ20,003$11.0M1.11%
20WALMART INCWMT110,623$10.8M1.09%
21ISHARES TR464287226106,508$10.6M1.06%
22ISHARES TR464288638197,725$10.5M1.06%
23BERKSHIRE HATHAWAY INC DELBRK-A21,614$10.5M1.06%
24MCDONALDS CORPMCD35,588$10.4M1.05%
25PROCTER AND GAMBLE CO74271810964,627$10.3M1.04%
26ISHARES TR46428780489,816$9.8M0.99%
27JOHNSON & JOHNSONJNJ59,257$9.1M0.91%
28ISHARES TR464287507141,479$8.8M0.88%
29VANGUARD INDEX FDS92290862931,010$8.7M0.87%
30AMGEN INCAMGN30,728$8.6M0.86%
31SPDR SERIES TRUST78468R408327,382$8.3M0.84%
32CHEVRON CORP NEWCVX57,221$8.2M0.82%
33BROADCOM INCAVGO28,159$7.8M0.78%
34CATERPILLAR INCCAT18,930$7.3M0.74%
35NETFLIX INCNFLX5,485$7.3M0.74%
36UNION PAC CORPUNP30,234$7.0M0.70%
37BLACKSTONE INCBX45,874$6.9M0.69%
38ABBOTT LABSABLZF49,654$6.8M0.68%
39EXXON MOBIL CORPXOM58,505$6.3M0.63%
40HONEYWELL INTL INC43851610625,919$6.0M0.61%
41ISHARES TR46432F84269,894$5.8M0.59%
42BERKSHIRE HATHAWAY INC DELBRK-A8$5.8M0.59%
43AMERICAN EXPRESS COAXP17,531$5.6M0.56%
44ORACLE CORPORCL-PD24,667$5.4M0.54%
45CISCO SYS INCCSCO73,894$5.1M0.52%
46VANGUARD TAX-MANAGED FDS92194385889,826$5.1M0.52%
47SALESFORCE INCCRM18,047$4.9M0.49%
48T-MOBILE US INCTMUSZ20,119$4.8M0.48%
49META PLATFORMS INCMETA6,375$4.7M0.47%
50INTERNATIONAL BUSINESS MACHSINTR15,794$4.7M0.47%
51PHILIP MORRIS INTL INC71817210925,461$4.6M0.47%
52PROSHARES TR74348A46745,561$4.6M0.46%
53ABBVIE INCABBV24,710$4.6M0.46%
54ARISTA NETWORKS INCANET44,739$4.6M0.46%
55VANGUARD INDEX FDS9229083638,047$4.6M0.46%
56UNITEDHEALTH GROUP INCUNH14,489$4.5M0.45%
57TAIWAN SEMICONDUCTOR MFG LTD87403910019,951$4.5M0.45%
58STRYKER CORPORATIONSYK11,202$4.4M0.45%
59PEPSICO INCPEP33,068$4.4M0.44%
60QUANTA SVCS INC74762E10211,414$4.3M0.43%
61VANGUARD INDEX FDS92290876914,105$4.3M0.43%
62SELECT SECTOR SPDR TR81369Y80316,166$4.1M0.41%
63EMERSON ELEC COEMR29,806$4.0M0.40%
64DUKE ENERGY CORP NEWDUKB33,048$3.9M0.39%
65COCA COLA COKO55,081$3.9M0.39%
66MERCK & CO INCMRK47,632$3.8M0.38%
67PAYCHEX INCPAYX23,827$3.5M0.35%
68GENUINE PARTS COGPC27,391$3.3M0.33%
69SPDR DOW JONES INDL AVERAGE78467X1097,290$3.2M0.32%
70BERKLEY W R CORPWRB-PH43,161$3.2M0.32%
71RTX CORPORATIONRTX21,117$3.1M0.31%
72PALO ALTO NETWORKS INCPANW14,989$3.1M0.31%
73LPL FINL HLDGS INC50212V1008,138$3.1M0.31%
74ISHARES TR46428841429,089$3.0M0.31%
75BANK AMERICA CORP06050510462,295$2.9M0.30%
76ALPHABET INCGOOG16,510$2.9M0.29%
77ACCENTURE PLC IRELANDACN9,777$2.9M0.29%
78WASTE MGMT INC DEL94106L10912,748$2.9M0.29%
79ISHARES INC46434G76445,509$2.9M0.29%
80LOCKHEED MARTIN CORPLMT6,175$2.9M0.29%
81VANGUARD INDEX FDS9229087366,494$2.8M0.29%
82MORGAN STANLEYMS-PQ19,593$2.8M0.28%
83ALLSTATE CORPALL-PJ13,054$2.6M0.26%
84VERIZON COMMUNICATIONS INCVZ60,519$2.6M0.26%
85PARKER-HANNIFIN CORPPH3,715$2.6M0.26%
86VANGUARD SPECIALIZED FUNDS92190884412,498$2.6M0.26%
87AUTOMATIC DATA PROCESSING INADP8,277$2.6M0.26%
88QUALCOMM INCQCOM15,387$2.5M0.25%
89APPLIED MATLS INC03822210513,298$2.4M0.24%
90CONSOLIDATED EDISON INCED23,907$2.4M0.24%
91SCHWAB STRATEGIC TR80852479789,604$2.4M0.24%
92CHIPOTLE MEXICAN GRILL INCCMG41,692$2.3M0.24%
933M COMMM14,830$2.3M0.23%
94AMERIPRISE FINL INC03076C1064,144$2.2M0.22%
95SOUTHERN COSOMN24,055$2.2M0.22%
96CUMMINS INCCMI6,694$2.2M0.22%
97ISHARES TR4642876145,146$2.2M0.22%
98TJX COS INC NEW87254010917,424$2.2M0.22%
99TRANE TECHNOLOGIES PLCTT4,771$2.1M0.21%
100UNITED RENTALS INCURI2,691$2.0M0.20%
101AIR PRODS & CHEMS INCAIIR7,100$2.0M0.20%
102DUPONT DE NEMOURS INCDD28,937$2.0M0.20%
103SHELL PLCRYDAF27,841$2.0M0.20%
104NXP SEMICONDUCTORS N VNXPI8,736$1.9M0.19%
105ZOETIS INCZTS12,147$1.9M0.19%
106AON PLCAON5,200$1.9M0.19%
107VANGUARD BD INDEX FDS92193782723,520$1.9M0.19%
108BLACKSTONE SECD LENDING FDBX60,000$1.8M0.19%
109WEC ENERGY GROUP INCWEC17,497$1.8M0.18%
110ISHARES TR46428770514,647$1.8M0.18%
111SCHWAB CHARLES CORPSCHW-PJ19,805$1.8M0.18%
112WORLD GOLD TRGLDW27,051$1.8M0.18%
113AUTOZONE INCAZO470$1.7M0.18%
114PHILLIPS 66PSX14,584$1.7M0.18%
115NORFOLK SOUTHN CORP6558441086,693$1.7M0.17%
116CONSTELLATION ENERGY CORPCEG5,228$1.7M0.17%
117ADOBE INCADBE4,332$1.7M0.17%
118ILLINOIS TOOL WKS INC4523081096,772$1.7M0.17%
119BRISTOL-MYERS SQUIBB COCELG-RI36,129$1.7M0.17%
120ECOLAB INCECL6,186$1.7M0.17%
121VALERO ENERGY CORPVLO12,394$1.7M0.17%
122PRUDENTIAL FINL INCPUKPF15,485$1.7M0.17%
123ALPS ETF TR00162Q38730,203$1.6M0.16%
124SPDR SERIES TRUST78468R62216,733$1.6M0.16%
125ALTRIA GROUP INCMO27,520$1.6M0.16%
126KROGER COKR22,205$1.6M0.16%
127DEERE & CODE3,108$1.6M0.16%
128NICOLET BANKSHARES INCNIC12,578$1.6M0.16%
129VANGUARD INDEX FDS9229087448,744$1.5M0.16%
130WELLS FARGO CO NEW94974610119,199$1.5M0.15%
131GE HEALTHCARE TECHNOLOGIES IGEHC20,572$1.5M0.15%
132ANALOG DEVICES INCADI6,259$1.5M0.15%
133FIDELITY NATL INFORMATION SV31620M10618,284$1.5M0.15%
134MCKESSON CORPMCK2,026$1.5M0.15%
135DICKS SPORTING GOODS INC2533931027,245$1.4M0.14%
136ROPER TECHNOLOGIES INCROP2,418$1.4M0.14%
137ISHARES TR46428716810,136$1.3M0.14%
138KIMBERLY-CLARK CORPKMB10,297$1.3M0.13%
139UNITED PARCEL SERVICE INCUPS12,857$1.3M0.13%
140LINDE PLCLIN2,753$1.3M0.13%
141DISNEY WALT CO25468710610,352$1.3M0.13%
142JACOBS SOLUTIONS INCJ9,624$1.3M0.13%
143TOLL BROTHERS INCTOL10,773$1.2M0.12%
144PFIZER INCPFE50,512$1.2M0.12%
145CHURCH & DWIGHT CO INCCHD12,671$1.2M0.12%
146SPDR SERIES TRUST78464A40912,665$1.2M0.12%
147AVALONBAY CMNTYS INCAWX5,918$1.2M0.12%
148MONDELEZ INTL INC60920710517,245$1.2M0.12%
149ADVANCED MICRO DEVICES INCAMD8,134$1.2M0.12%
150CARRIER GLOBAL CORPORATIONCARR15,608$1.1M0.11%
151CONOCOPHILLIPSCOP12,519$1.1M0.11%
152FINWARD BANCORPFNWD40,430$1.1M0.11%
153NORTHROP GRUMMAN CORPNOC2,233$1.1M0.11%
154SHERWIN WILLIAMS COSHW3,213$1.1M0.11%
155AT&T INCT-PC37,866$1.1M0.11%
156CAPITAL ONE FINL CORP14040H1055,070$1.1M0.11%
157COLGATE PALMOLIVE COCL11,621$1.1M0.11%
158AMERICAN TOWER CORP NEW03027X1004,766$1.1M0.11%
159INTUITIVE SURGICAL INCISRG1,926$1.0M0.11%
160GE AEROSPACE3696043014,042$1.0M0.10%
161SYSCO CORPSYY13,485$1.0M0.10%
162GOLDMAN SACHS GROUP INCGSCE1,414$1.0M0.10%
163VANGUARD BD INDEX FDS92193783513,454$990,6180.10%
164ISHARES TR4642876554,500$971,0550.10%
165NOVO-NORDISK A SNONOF13,677$943,9870.09%
166ISHARES TR46429B6637,889$924,3540.09%
167GENERAL DYNAMICS CORPGD3,155$920,1870.09%
168MARRIOTT INTL INC NEW5719032023,312$904,8720.09%
169ISHARES TR46428868728,956$888,3700.09%
170APPLE INCAAPL4,310$884,2830.09%
171MOTOROLA SOLUTIONS INCMSI2,028$852,6930.09%
172LULULEMON ATHLETICA INCLULU3,577$849,8240.09%
173LOWES COS INC5486611073,700$820,9190.08%
174S&P GLOBAL INCSPGI1,519$800,9540.08%
175CORNING INCGLW15,146$796,5280.08%
176MICROSOFT CORPMSFT1,600$795,8560.08%
177BECTON DICKINSON & COBDX4,619$795,6230.08%
178VANGUARD BD INDEX FDS92193781910,260$793,5080.08%
179NVIDIA CORPORATIONNVDA5,000$789,9500.08%
180VANGUARD WHITEHALL FDS9219464065,829$777,0640.08%
181ISHARES TR4642874658,467$756,8650.08%
182ELECTRONIC ARTS INCEA4,736$756,3390.08%
183KLA CORPKLAC825$738,9860.07%
184SPDR SERIES TRUST78464A50813,699$717,0060.07%
185VANGUARD INDEX FDS9229086113,673$716,2720.07%
186INTERCONTINENTAL EXCHANGE IN45866F1043,855$707,2770.07%
187CBOE GLOBAL MKTS INC12503M1083,000$699,6300.07%
188PACKAGING CORP AMER6951561093,664$690,4810.07%
189YUM BRANDS INCYUM4,653$689,4820.07%
190ISHARES TR4642874997,484$688,3030.07%
191ELI LILLY & COLLY879$685,2070.07%
192ISHARES TR4642871766,065$667,3930.07%
193DANAHER CORPORATION2358511023,345$660,7710.07%
194NUCOR CORPNUE5,090$659,3590.07%
195SELECT SECTOR SPDR TR81369Y60512,554$657,4530.07%
196DOMINION ENERGY INCD11,522$651,2230.07%
197VANGUARD INDEX FDS9229085537,225$643,4590.06%
198TESLA INCTSLA2,024$642,9440.06%
199SPDR S&P 500 ETF TRSPY1,038$641,3280.06%
200GALLAGHER ARTHUR J & CO3635761091,998$639,6000.06%
201EXELON CORPEXC14,538$631,2400.06%
202SELECT SECTOR SPDR TR81369Y8525,728$621,6600.06%
203SPDR GOLD TRGLD2,013$613,6230.06%
204SELECT SECTOR SPDR TR81369Y2094,548$613,0250.06%
205VANGUARD MALVERN FDS92202080511,920$599,2180.06%
206VANGUARD MUN BD FDS92290774611,944$585,6140.06%
207ROYAL CARIBBEAN GROUPV7780T1031,816$568,6620.06%
208THE CIGNA GROUP1255231001,708$564,6310.06%
209THERMO FISHER SCIENTIFIC INCTMO1,392$564,4000.06%
210INTUITINTU712$560,7930.06%
211MEDTRONIC PLCMDT6,433$560,7650.06%
212GE VERNOVA INCGEV1,054$557,7240.06%
213VANECK ETF TRUST92189H40911,076$556,1260.06%
214PUBLIC SVC ENTERPRISE GRP IN7445731066,561$552,3050.06%
215ISHARES TR4642887602,927$552,1490.06%
216FASTENAL COFAST13,074$549,1080.06%
217ISHARES TR4642888108,584$537,7020.05%
218MICROCHIP TECHNOLOGY INC.MCHPP7,635$537,2750.05%
219AXON ENTERPRISE INCAXON640$529,8820.05%
220BOSTON SCIENTIFIC CORPBSX4,920$528,4570.05%
221META PLATFORMS INCMETA705$520,3530.05%
222ISHARES TR4642876303,274$516,5060.05%
223SERVICENOW INCNOW492$505,8150.05%
224ALPHABET INCGOOG2,850$505,5620.05%
225PNC FINL SVCS GROUP INC6934751052,711$505,3850.05%
226FIRST TR EXCHANGE TRADED FD33734X8466,671$504,1940.05%
227EATON CORP PLCETN1,375$490,8610.05%
228NUVEEN AMT FREE MUN CR INC FNU40,533$483,5590.05%
229HCA HEALTHCARE INCHCA1,248$478,1090.05%
230MARSH & MCLENNAN COS INC5717481022,176$475,7610.05%
231MCCORMICK & CO INCMKC-V6,218$471,4490.05%
232AMPHENOL CORP NEW0320951014,706$464,7180.05%
233ASML HOLDING N VASMLF575$460,7990.05%
234AFLAC INCAFL4,340$457,6960.05%
235COHEN & STEERS QUALITY INCOM19247L10636,620$455,9190.05%
236CINTAS CORPCTAS2,036$453,7630.05%
237ISHARES TR4642874813,248$450,4330.05%
238LAM RESEARCH CORPLRCX4,620$449,7110.05%
239AMERICAN ELEC PWR CO INC0255371014,268$442,8480.04%
240VANGUARD INDEX FDS9229085951,590$440,3350.04%
241TEXAS INSTRS INC8825081042,103$436,6250.04%
242FORTINET INCFTNT4,125$436,0950.04%
243FISERV INCFISV2,445$421,5420.04%
244VANGUARD INTL EQUITY INDEX F9220428588,443$417,5910.04%
245VANGUARD SCOTTSDALE FDS92206C7066,749$403,6580.04%
246VANGUARD WORLD FD92204A702600$397,9680.04%
247ISHARES TR4642872423,601$394,7060.04%
248OTIS WORLDWIDE CORPOTIS3,933$389,4460.04%
249VANGUARD INTL EQUITY INDEX F9220427755,766$387,5910.04%
250VANGUARD INDEX FDS9229087511,631$386,5140.04%
251SPDR SERIES TRUST78468R8539,047$385,4020.04%
252NOVARTIS AGNVSEF3,127$378,3980.04%
253ISHARES TR4642873093,415$375,9920.04%
254EASTMAN CHEM COEMN5,000$373,3000.04%
255INTEL CORPINTC16,642$372,7810.04%
256SPDR SERIES TRUST78464A28414,858$368,1810.04%
257CSX CORPCSX11,173$364,5750.04%
258SELECT SECTOR SPDR TR81369Y1004,080$358,2650.04%
259ROPER TECHNOLOGIES INCROP625$354,2750.04%
260MARATHON PETE CORPMARA2,104$349,4950.04%
261SELECT SECTOR SPDR TR81369Y5064,106$348,2300.04%
262QUEST DIAGNOSTICS INCDGX1,925$345,7880.03%
263FISERV INCFISV2,000$344,8200.03%
264SYNOPSYS INCSNPS669$342,9830.03%
265DIGITAL RLTY TR INC2538681031,962$342,0350.03%
266VANGUARD INDEX FDS9229085381,201$341,5520.03%
267DIMENSIONAL ETF TRUST25434V4015,070$339,7910.03%
268ROCKWELL AUTOMATION INCROK1,017$337,8170.03%
269AMAZON COM INCAMZN1,500$329,0850.03%
270JPMORGAN CHASE & CO.VYLD1,100$318,9010.03%
271TARGA RES CORPTRGP1,812$315,4330.03%
272MARSH & MCLENNAN COS INC5717481021,440$314,8420.03%
273TRAVELERS COMPANIES INCTRV1,167$312,2190.03%
274ISHARES TR4642885133,844$310,0190.03%
275ABBOTT LABSABLZF2,275$309,4230.03%
276AUTODESK INCADSK977$302,4500.03%
277ENBRIDGE INCENNPF6,645$301,1510.03%
278MOODYS CORPMCO600$300,9540.03%
279DIMENSIONAL ETF TRUST25434V7247,089$299,7230.03%
280ONEOK INC NEWOKE3,657$298,5210.03%
281SPDR SERIES TRUST78464A7632,197$298,1990.03%
282UNILEVER PLCUNLYF4,874$298,1430.03%
283INVESCO EXCHANGE TRADED FD TIVZ6,148$296,1490.03%
284TRUIST FINL CORP89832Q1096,822$293,2780.03%
285EQT CORPEQT5,000$291,6000.03%
286HERSHEY COHSY1,748$290,0810.03%
287DANAHER CORPORATION2358511021,460$288,4080.03%
288SELECT SECTOR SPDR TR81369Y8606,927$286,9160.03%
289PRICE T ROWE GROUP INCTROW2,954$285,0610.03%
290STARBUCKS CORPSBUX3,005$275,3480.03%
291COOPER COS INC2166485013,850$273,9660.03%
292SPDR SERIES TRUST78464A1449,303$271,8340.03%
293SCHWAB STRATEGIC TR8085245089,645$270,5420.03%
294SELECT SECTOR SPDR TR81369Y8863,250$265,3950.03%
295INTERNATIONAL PAPER CO4601461035,546$259,7190.03%
296MOTOROLA SOLUTIONS INCMSI615$258,5830.03%
297EOG RES INCEOG2,150$257,1620.03%
298NRG ENERGY INCNRG1,600$256,9280.03%
299HOME DEPOT INCHD700$256,6480.03%
300SPDR S&P MIDCAP 400 ETF TRMDY446$252,6500.03%
301CHURCH & DWIGHT CO INCCHD2,600$249,8860.03%
302OCCIDENTAL PETE CORP6745991055,919$248,6570.03%
303CORTEVA INCCTVA3,324$247,7380.02%
304BP PLCBPPFF8,251$246,9520.02%
305DNP SELECT INCOME FD INC23325P10425,175$246,4630.02%
306VANGUARD INDEX FDS9229085121,493$245,5390.02%
307NIKE INCNKE3,377$239,9020.02%
308SELECT SECTOR SPDR TR81369Y7041,586$233,9670.02%
309VANGUARD WORLD FD92204A504940$233,4400.02%
310SAP SESAPGF761$231,4200.02%
311JOHNSON CTLS INTL PLCG515021052,189$231,2020.02%
312METLIFE INCMET-PF2,863$230,2420.02%
313OLD NATL BANCORP IND68003310710,689$228,1030.02%
314L3HARRIS TECHNOLOGIES INCLHX906$227,2610.02%
315INVESCO EXCH TRADED FD TR IIIVZ8,562$227,1500.02%
316DTE ENERGY CODTK1,688$223,5920.02%
317EXPEDITORS INTL WASH INC3021301091,940$221,6450.02%
318AVERY DENNISON CORPAVY1,263$221,6190.02%
319DIAGEO PLCDGEAF2,190$220,8400.02%
320DIMENSIONAL ETF TRUST25434V8075,130$219,7180.02%
321GRAINGER W W INC384802104211$219,4910.02%
322BLACKROCK MUNIYILD QULT FD IBLK19,517$216,8340.02%
323SEAGATE TECHNOLOGY HLDNGS PLSE1,501$216,6390.02%
324CITIGROUP INCC-PR2,544$216,5450.02%
325INVESCO EXCH TRADED FD TR IIIVZ4,553$216,5410.02%
326BOEING COBA-PA1,031$216,0250.02%
327FIFTH THIRD BANCORPFITBM5,159$212,1900.02%
328WEYERHAEUSER CO MTN BEWY8,242$211,7370.02%
329INTUITIVE SURGICAL INCISRG384$208,6690.02%
330GENERAL MTRS CO37045V1004,100$201,7610.02%
331DIMENSIONAL ETF TRUST25434V5003,146$200,4320.02%
332SELECT SECTOR SPDR TR81369Y3082,472$200,1580.02%
333REALTY INCOME CORPO3,457$199,1580.02%
334LENNAR CORPLEN-B1,800$199,0980.02%
335STRYKER CORPORATIONSYK500$197,8150.02%
336SELECT SECTOR SPDR TR81369Y407901$195,8140.02%
337DIMENSIONAL ETF TRUST25434V6093,606$194,5800.02%
338BOSTON BEER INCSAM1,000$190,8100.02%
339ROYAL BK CDA7800871021,421$186,9330.02%
340GENERAL MLS INC3703341043,557$184,2880.02%
341CDW CORPCDW990$176,8040.02%
342ENTERPRISE PRODS PARTNERS L2937921075,700$176,7570.02%
343TRANSUNIONTRU2,000$176,0000.02%
344MCDONALDS CORPMCD600$175,3020.02%
345WISDOMTREE TRWT5,480$174,0450.02%
346ISHARES TR4642875561,368$173,0660.02%
347RTX CORPORATIONRTX1,141$166,6090.02%
348SANOFISNYNF3,440$166,1860.02%
349BANK MONTREAL QUE0636711011,500$165,9450.02%
350VANGUARD WELLINGTON FD9219358051,396$165,1470.02%
351CENTENE CORP DELCNC3,000$162,8400.02%
352EMERSON ELEC COEMR1,200$159,9960.02%
353FACTSET RESH SYS INC303075105357$159,6790.02%
354VANGUARD BD INDEX FDS9219378352,166$159,4830.02%
355ISHARES TR4642885881,698$159,4250.02%
356PROCTER AND GAMBLE CO7427181091,000$159,3200.02%
357ENTERGY CORP NEWENO1,906$158,4270.02%
358VANGUARD WORLD FD92204A876892$157,4470.02%
359SEMPRASREA2,066$156,5410.02%
360GARMIN LTDGRMN750$156,5400.02%
361ISHARES GOLD TRIAU2,479$154,5900.02%
362COMCAST CORP NEWCCZ4,329$154,5020.02%
363ISHARES TR4642877622,720$153,6260.02%
364ORACLE CORPORCL-PD700$153,0410.02%
365ISHARES TR46429B6971,595$149,7230.02%
366INTERNATIONAL BUSINESS MACHSINTR500$147,3900.01%
367US BANCORP DELUSB-PS3,257$147,3790.01%
368BROWN FORMAN CORPBF-B5,455$146,7940.01%
369HOME BANCSHARES INCHOMB5,132$146,0570.01%
370HARTFORD INSURANCE GROUP INCHIG-PG1,142$144,8860.01%
371ISHARES TR46432F339785$143,5140.01%
372TARGET CORPTGT1,421$140,1820.01%
373COCA COLA CONS INCCOKE1,250$139,5630.01%
374ISHARES TR4642885701,200$139,3920.01%
375INVESCO EXCHANGE TRADED FD TIVZ2,850$138,9430.01%
376VENTAS INCVTR2,120$133,8780.01%
377RAYMOND JAMES FINL INC754730109869$133,2790.01%
378OLD DOMINION FREIGHT LINE INODFL820$133,0860.01%
379HP INCHPQ5,436$132,9650.01%
380SPDR INDEX SHS FDS78463X5412,451$132,9420.01%
381THERMO FISHER SCIENTIFIC INCTMO324$131,3690.01%
382ZEBRA TECHNOLOGIES CORPORATIZBRA424$130,7450.01%
383SCHWAB STRATEGIC TR8085248055,844$129,1520.01%
384ISHARES TR464287721733$127,0070.01%
385CARLISLE COS INC142339100337$125,8360.01%
386BALL CORPBALL2,206$123,7350.01%
387ISHARES TR464287408628$122,7240.01%
388NATIONAL HEALTH INVS INC63633D1041,733$121,5180.01%
389GILEAD SCIENCES INCGILD1,093$121,1810.01%
390COCA COLA COKO1,700$120,2750.01%
391ISHARES TR46435G3261,547$117,6340.01%
392VANGUARD INDEX FDS922908637410$116,9730.01%
393VANGUARD WORLD FD92204A108320$115,9420.01%
394CROWDSTRIKE HLDGS INCCRWD225$114,5950.01%
395WORTHINGTON ENTERPRISES INCWOR1,754$111,6250.01%
396DARDEN RESTAURANTS INCDRI500$108,9850.01%
397ELEVANCE HEALTH INCELV280$108,9090.01%
398CAPITAL ONE FINL CORP14040H105509$108,2950.01%
399KIMCO RLTY CORP49446R1095,082$106,8240.01%
400ISHARES TR4642883721,800$106,5600.01%
401MONSTER BEVERAGE CORP NEWMNST1,700$106,4880.01%
402ALPHABET INCGOOG600$105,7380.01%
403ISHARES TR4642874571,249$103,4920.01%
404SOUTHSTATE CORPORATIONSSB1,121$103,1660.01%
405SONOCO PRODS CO8354951022,349$102,3220.01%
406INGREDION INCINGR751$101,8510.01%
407ISHARES TR464288802800$101,4000.01%
408FLEXSHARES TRFLEX4,174$101,1780.01%
409ISHARES INC46434G1031,656$99,4100.01%
410ISHARES TR46429B2674,229$97,1820.01%
411SPDR SERIES TRUST78468R2003,060$94,3400.01%
412ALLIANT ENERGY CORPLNT1,555$94,0310.01%
413ISHARES TR4642872341,910$92,1380.01%
414STMICROELECTRONICS N VSTMEF3,000$91,2300.01%
415FEDEX CORPFDX400$90,9240.01%
416HUMANA INCHUM371$90,7020.01%
417INTUITINTU114$89,7900.01%
418SCHWAB STRATEGIC TR8085246073,523$89,1320.01%
419VANGUARD INDEX FDS922908652461$88,8390.01%
420VANGUARD WORLD FD921910733805$88,2600.01%
421ISHARES TR4642898832,250$87,9080.01%
422CONSTRUCTION PARTNERS INCROAD825$87,6810.01%
423INVESCO EXCHANGE TRADED FD TIVZ4,280$87,3550.01%
424PPL CORPPPLC2,548$86,3520.01%
425SPDR SERIES TRUST78464A3752,491$83,6480.01%
426VANGUARD BD INDEX FDS9219378271,058$83,2650.01%
427HESS CORPHESM600$83,1240.01%
428CLOROX CO DELCLX690$82,8480.01%
429HCI GROUP INCHCIIP544$82,7970.01%
430PPG INDS INC693506107724$82,3550.01%
431GE AEROSPACE369604301318$81,8500.01%
432SOLVENTUM CORPSOLV1,077$81,6800.01%
433DOW INCDOW3,083$81,6380.01%
434GARTNER INCIT200$80,8440.01%
435PROLOGIS INC.PLDGP735$77,2630.01%
436CMS ENERGY CORPCMS-PC1,087$75,3070.01%
437BROWN & BROWN INCBRO676$74,9480.01%
438ABBVIE INCABBV400$74,2480.01%
439BLACKROCK MUN INCOME QUALITYBLK7,000$73,9200.01%
440CHUBB LIMITEDCB254$73,5890.01%
441TOYOTA MOTOR CORPTOYOF425$73,2110.01%
442TOTALENERGIES SETTE1,191$73,1160.01%
443OGE ENERGY CORPOGE1,632$72,4280.01%
444ITT INCITT460$72,1420.01%
445AMERICAN WTR WKS CO INC NEW030420103518$72,0590.01%
446FRANKLIN RESOURCES INCBEN3,009$71,7650.01%
447EXXON MOBIL CORPXOM664$71,5790.01%
448HUNTINGTON BANCSHARES INCHBANP4,267$71,5150.01%
449VISA INCV200$71,0100.01%
450INVESCO EXCH TRD SLF IDX FDIVZ3,420$70,7260.01%
451WILLIAMS COS INC9694571001,126$70,7240.01%
452AMERICAN CENTY ETF TR025072752974$70,4460.01%
453COGNIZANT TECHNOLOGY SOLUTIOCTSH900$70,2270.01%
454ISHARES TR464287887514$68,3830.01%
455ISHARES SILVER TRSLV2,081$68,2780.01%
456FIDELITY COVINGTON TRUST316092808346$68,2380.01%
457VANECK ETF TRUST92189F1061,300$67,6780.01%
458CANADIAN NATL RY CO136375102650$67,6260.01%
459CHENIERE ENERGY INCLNG274$66,7240.01%
460VERALTO CORPVLTO657$66,3240.01%
461BROOKFIELD INFRAST PARTNERSG162521011,966$65,8610.01%
462CINCINNATI FINL CORP172062101440$65,5250.01%
463INVESCO LTDIVZ4,146$65,3820.01%
464ISHARES TR46429B6551,252$63,8770.01%
465ARROW ELECTRS INC042735100500$63,7150.01%
466HALLIBURTON COHAL3,123$63,6470.01%
467WELLTOWER INCWELL410$63,0290.01%
468ZSCALER INCZS200$62,7880.01%
469ASHLAND INCASH1,238$62,2470.01%
470SCHWAB STRATEGIC TR8085244092,235$61,8420.01%
471ISHARES TR464287606679$61,7750.01%
472NASDAQ INCNDAQ687$61,4320.01%
473CF INDS HLDGS INC125269100666$61,2720.01%
474HUMANA INCHUM250$61,1200.01%
475DYCOM INDS INC267475101250$61,0980.01%
476INDEPENDENCE RLTY TR INC45378A1063,452$61,0660.01%
4773M COMMM400$60,8960.01%
478ALPS ETF TR00162Q8581,050$60,3530.01%
479XCEL ENERGY INCXELLL884$60,2000.01%
480EATON VANCE TAX-MANAGED GLOBETN6,749$59,0540.01%
481RELIANCE INCRS186$58,3850.01%
482FLEXSHARES TRFLEX395$57,9960.01%
483BOOKING HOLDINGS INCBKNG10$57,8920.01%
484MARTIN MARIETTA MATLS INC573284106105$57,6410.01%
485KROGER COKR800$57,3840.01%
486FORTUNE BRANDS INNOVATIONS IFBIN1,096$56,4220.01%
487SIX FLAGS ENTERTAINMENT CORPFUN1,849$56,2650.01%
488YUM CHINA HLDGS INCYUMC1,250$55,8880.01%
489NEXTERA ENERGY INCNEE-PW800$55,5360.01%
490OMNICOM GROUP INCOMC764$54,9620.01%
491ENERGY TRANSFER L PET-PI3,022$54,7890.01%
492SPDR SERIES TRUST78464A870660$54,7340.01%
493DBX ETF TR2330512001,250$54,6880.01%
494BLOCK INCBSQKZ800$54,3440.01%
495VANGUARD SCOTTSDALE FDS92206C409680$54,0600.01%
496FIRST TR EXCHANGE-TRADED FD33734H1061,204$53,8190.01%
497AMCOR PLCAMCCF5,856$53,8170.01%
498NUVEEN AMT FREE QLTY MUN INCNU4,878$53,2680.01%
499WELLS FARGO CO NEW94974680445$52,8360.01%
500TRACTOR SUPPLY COTSCO1,000$52,7700.01%