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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 23, 2025 · Accession 0001420506-25-002738

Total Value
$932.1M
Positions
821
Other Managers
3
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL241,091$53.6M5.78%
2NVIDIA CORPORATIONNVDA342,245$37.1M4.00%
3SPDR S&P 500 ETF TRSPY63,475$35.5M3.83%
4MICROSOFT CORPMSFT72,794$27.3M2.95%
5AMAZON COM INCAMZN131,857$25.1M2.71%
6ALPHABET INCGOOG131,142$20.3M2.19%
7HOME DEPOT INCHD51,591$18.9M2.04%
8ELI LILLY & COLLY20,843$17.2M1.86%
9JPMORGAN CHASE & CO.VYLD68,094$16.7M1.80%
10ISHARES TR46428720027,146$15.3M1.65%
11COSTCO WHSL CORP NEW22160K10514,681$13.9M1.50%
12NEXTERA ENERGY INCNEE-PW180,084$12.8M1.38%
13INVESCO EXCHANGE TRADED FD TIVZ73,004$12.6M1.37%
14MASTERCARD INCORPORATEDMA22,966$12.6M1.36%
15BERKSHIRE HATHAWAY INC DELBRK-A22,302$11.9M1.28%
16SPDR S&P MIDCAP 400 ETF TRMDY21,545$11.5M1.24%
17ISHARES TR464288646214,838$11.3M1.21%
18MCDONALDS CORPMCD35,585$11.1M1.20%
19PROCTER AND GAMBLE CO74271810964,291$11.0M1.18%
20BLACKROCK INCBLK11,219$10.6M1.15%
21VISA INCV28,953$10.1M1.10%
22ISHARES TR464287226100,978$10.0M1.08%
23CHEVRON CORP NEWCVX58,888$9.9M1.06%
24JOHNSON & JOHNSONJNJ58,692$9.7M1.05%
25WALMART INCWMT110,562$9.7M1.05%
26ISHARES TR464288638181,963$9.6M1.03%
27ISHARES TR46428780490,720$9.5M1.02%
28INVESCO QQQ TRIVZ19,783$9.3M1.00%
29AMGEN INCAMGN29,163$9.1M0.98%
30UNITEDHEALTH GROUP INCUNH16,782$8.8M0.95%
31ISHARES TR464287507139,067$8.1M0.88%
32SPDR SER TR78468R408317,030$8.0M0.86%
33VANGUARD INDEX FDS92290862930,721$7.9M0.86%
34UNION PAC CORPUNP30,637$7.2M0.78%
35EXXON MOBIL CORPXOM58,505$7.0M0.75%
36ABBOTT LABSABLZF49,664$6.6M0.71%
37BERKSHIRE HATHAWAY INC DELBRK-A8$6.4M0.69%
38BLACKSTONE INCBX45,176$6.3M0.68%
39CATERPILLAR INCCAT18,399$6.1M0.65%
40HONEYWELL INTL INC43851610626,424$5.6M0.60%
41T-MOBILE US INCTMUSZ19,315$5.2M0.56%
42AMERICAN EXPRESS COAXP18,801$5.1M0.55%
43ISHARES TR46432F84266,776$5.1M0.55%
44ABBVIE INCABBV23,951$5.0M0.54%
45PEPSICO INCPEP32,798$4.9M0.53%
46SALESFORCE INCCRM18,213$4.9M0.53%
47NETFLIX INCNFLX5,226$4.9M0.53%
48PROSHARES TR74348A46747,072$4.8M0.52%
49BROADCOM INCAVGO28,566$4.8M0.52%
50CISCO SYS INCCSCO75,833$4.7M0.51%
51MERCK & CO INCMRK48,895$4.4M0.47%
52PHILIP MORRIS INTL INC71817210927,103$4.3M0.46%
53STRYKER CORPORATIONSYK11,366$4.2M0.46%
54VANGUARD TAX-MANAGED FDS92194385882,917$4.2M0.45%
55VANGUARD INDEX FDS9229083638,047$4.1M0.45%
56COCA COLA COKO56,032$4.0M0.43%
57DUKE ENERGY CORP NEWDUKB31,882$3.9M0.42%
58ORACLE CORPORCL-PD27,480$3.8M0.41%
59VANGUARD INDEX FDS92290876913,763$3.8M0.41%
60PAYCHEX INCPAYX23,734$3.7M0.40%
61INTERNATIONAL BUSINESS MACHSINTR14,452$3.6M0.39%
62SELECT SECTOR SPDR TR81369Y80316,411$3.4M0.37%
63EMERSON ELEC COEMR30,523$3.3M0.36%
64ARISTA NETWORKS INCANET42,788$3.3M0.36%
65GENUINE PARTS COGPC27,619$3.3M0.36%
66META PLATFORMS INCMETA5,586$3.2M0.35%
67ACCENTURE PLC IRELANDACN10,271$3.2M0.35%
68TAIWAN SEMICONDUCTOR MFG LTD87403910019,049$3.2M0.34%
69SPDR DOW JONES INDL AVERAGE78467X1097,390$3.1M0.33%
70VERIZON COMMUNICATIONS INCVZ68,100$3.1M0.33%
71BERKLEY W R CORPWRB-PH43,161$3.1M0.33%
72ISHARES TR46428841428,689$3.0M0.33%
73WASTE MGMT INC DEL94106L10912,419$2.9M0.31%
74RTX CORPORATIONRTX20,968$2.8M0.30%
75BANK AMERICA CORP06050510465,909$2.8M0.30%
76QUANTA SVCS INC74762E10210,758$2.7M0.30%
77LOCKHEED MARTIN CORPLMT6,054$2.7M0.29%
78ALLSTATE CORPALL-PJ13,054$2.7M0.29%
79CONSOLIDATED EDISON INCED24,326$2.7M0.29%
80LPL FINL HLDGS INC50212V1008,187$2.7M0.29%
81AUTOMATIC DATA PROCESSING INADP8,703$2.7M0.29%
82PALO ALTO NETWORKS INCPANW15,095$2.6M0.28%
83ALPHABET INCGOOG16,437$2.6M0.28%
84SCHWAB STRATEGIC TR80852479791,090$2.5M0.27%
85VANGUARD INDEX FDS9229087366,579$2.4M0.26%
86VANGUARD SPECIALIZED FUNDS92190884412,417$2.4M0.26%
87QUALCOMM INCQCOM15,379$2.4M0.25%
88ISHARES INC46434G76442,689$2.4M0.25%
89MORGAN STANLEYMS-PQ19,838$2.3M0.25%
90BRISTOL-MYERS SQUIBB COCELG-RI37,338$2.3M0.25%
91TJX COS INC NEW87254010917,833$2.2M0.23%
923M COMMM14,665$2.2M0.23%
93PARKER-HANNIFIN CORPPH3,540$2.2M0.23%
94ZOETIS INCZTS12,957$2.1M0.23%
95AON PLCAON5,200$2.1M0.22%
96AMERIPRISE FINL INC03076C1064,205$2.0M0.22%
97DUPONT DE NEMOURS INCDD27,089$2.0M0.22%
98AIR PRODS & CHEMS INCAIIR6,851$2.0M0.22%
99SOUTHERN COSOMN21,684$2.0M0.22%
100SHELL PLCRYDAF26,986$2.0M0.21%
101CHIPOTLE MEXICAN GRILL INCCMG39,209$2.0M0.21%
102CUMMINS INCCMI6,279$2.0M0.21%
103BLACKSTONE SECD LENDING FDBX60,000$1.9M0.21%
104WEC ENERGY GROUP INCWEC17,685$1.9M0.21%
105VALERO ENERGY CORPVLO14,363$1.9M0.20%
106APPLIED MATLS INC03822210512,970$1.9M0.20%
107ISHARES TR4642876145,146$1.9M0.20%
108VANGUARD BD INDEX FDS92193782723,714$1.9M0.20%
109PHILLIPS 66PSX14,924$1.8M0.20%
110ISHARES TR46428770515,297$1.8M0.20%
111ADOBE INCADBE4,587$1.8M0.19%
112PRUDENTIAL FINL INCPUKPF15,631$1.7M0.19%
113ILLINOIS TOOL WKS INC4523081096,860$1.7M0.18%
114ALTRIA GROUP INCMO27,978$1.7M0.18%
115SPDR SER TR78468R62217,206$1.6M0.18%
116NORFOLK SOUTHN CORP6558441086,903$1.6M0.18%
117NXP SEMICONDUCTORS N VNXPI8,578$1.6M0.18%
118ALPS ETF TR00162Q38730,503$1.6M0.18%
119UNITED RENTALS INCURI2,564$1.6M0.17%
120UNITED PARCEL SERVICE INCUPS14,128$1.6M0.17%
121VANGUARD INDEX FDS9229087448,744$1.5M0.16%
122SCHWAB CHARLES CORPSCHW-PJ19,292$1.5M0.16%
123KIMBERLY-CLARK CORPKMB10,573$1.5M0.16%
124TRANE TECHNOLOGIES PLCTT4,411$1.5M0.16%
125ECOLAB INCECL5,779$1.5M0.16%
126ROPER TECHNOLOGIES INCROP2,469$1.5M0.16%
127CHURCH & DWIGHT CO INCCHD12,871$1.4M0.15%
128AUTOZONE INCAZO366$1.4M0.15%
129MCKESSON CORPMCK2,070$1.4M0.15%
130WELLS FARGO CO NEW94974610119,399$1.4M0.15%
131ISHARES TR46428716810,286$1.4M0.15%
132NICOLET BANKSHARES INCNIC12,578$1.4M0.15%
133GE HEALTHCARE TECHNOLOGIES IGEHC16,965$1.4M0.15%
134KROGER COKR20,091$1.4M0.15%
135DICKS SPORTING GOODS INC2533931026,743$1.4M0.15%
136MONDELEZ INTL INC60920710519,906$1.4M0.15%
137CONOCOPHILLIPSCOP12,529$1.3M0.14%
138PFIZER INCPFE51,805$1.3M0.14%
139DEERE & CODE2,745$1.3M0.14%
140LINDE PLCLIN2,739$1.3M0.14%
141AVALONBAY CMNTYS INCAWX5,856$1.3M0.14%
142FIDELITY NATL INFORMATION SV31620M10616,759$1.3M0.14%
143ANALOG DEVICES INCADI6,051$1.2M0.13%
144FINWARD BANCORPFNWD40,430$1.2M0.13%
145NORTHROP GRUMMAN CORPNOC2,294$1.2M0.13%
146AT&T INCT-PC40,639$1.1M0.12%
147AMERICAN TOWER CORP NEW03027X1005,240$1.1M0.12%
148COLGATE PALMOLIVE COCL12,021$1.1M0.12%
149SHERWIN WILLIAMS COSHW3,213$1.1M0.12%
150WORLD GOLD TRGLDW17,971$1.1M0.12%
151NOVO-NORDISK A SNONOF15,712$1.1M0.12%
152JACOBS SOLUTIONS INCJ8,800$1.1M0.11%
153CONSTELLATION ENERGY CORPCEG5,228$1.1M0.11%
154SYSCO CORPSYY13,785$1.0M0.11%
155DISNEY WALT CO25468710610,341$1.0M0.11%
156BECTON DICKINSON & COBDX4,439$1.0M0.11%
157LULULEMON ATHLETICA INCLULU3,474$983,3500.11%
158TOLL BROTHERS INCTOL9,293$981,2480.11%
159SPDR SER TR78464A40911,965$961,6270.10%
160APPLE INCAAPL4,310$957,3800.10%
161ISHARES TR46429B6637,889$955,5160.10%
162GSK PLCGLAXF24,633$954,2820.10%
163ISHARES TR46428868730,956$951,2780.10%
164INTUITIVE SURGICAL INCISRG1,886$934,0790.10%
165CARRIER GLOBAL CORPORATIONCARR14,625$927,2250.10%
166VANECK ETF TRUST92189H40918,076$925,1300.10%
167SPDR S&P 500 ETF TRSPY1,644$919,6370.10%
168GENERAL DYNAMICS CORPGD3,245$884,5220.10%
169MOTOROLA SOLUTIONS INCMSI2,020$884,3760.10%
170VANGUARD BD INDEX FDS92193783511,952$877,8740.09%
171LOWES COS INC5486611073,730$869,9480.09%
172ADVANCED MICRO DEVICES INCAMD8,311$853,8720.09%
173GE AEROSPACE3696043014,229$846,4340.09%
174MARRIOTT INTL INC NEW5719032023,365$801,5430.09%
175ISHARES TR4642876554,000$797,9600.09%
176VANGUARD BD INDEX FDS92193781910,260$785,6080.08%
177ELECTRONIC ARTS INCEA5,336$771,1590.08%
178ISHARES TR4642871766,915$768,1870.08%
179S&P GLOBAL INCSPGI1,511$767,7390.08%
180VANGUARD WHITEHALL FDS9219464065,829$751,7080.08%
181ELI LILLY & COLLY891$735,8860.08%
182YUM BRANDS INCYUM4,653$732,1960.08%
183PACKAGING CORP AMER6951561093,697$732,0800.08%
184SPDR SER TR78464A50814,187$724,5300.08%
185CORNING INCGLW15,390$704,5540.08%
186ISHARES TR4642874658,467$692,0080.07%
187DANAHER CORPORATION2358511023,361$689,0050.07%
188VANGUARD INDEX FDS9229086113,678$685,1750.07%
189CBOE GLOBAL MKTS INC12503M1083,000$678,8700.07%
190SELECT SECTOR SPDR TR81369Y2094,608$672,8140.07%
191INTERCONTINENTAL EXCHANGE IN45866F1043,896$672,0600.07%
192GALLAGHER ARTHUR J & CO3635761091,944$671,1470.07%
193EXELON CORPEXC14,538$669,9110.07%
194VANGUARD MUN BD FDS92290774613,254$657,6630.07%
195VANGUARD INDEX FDS9229085537,225$654,1520.07%
196DOMINION ENERGY INCD11,522$646,0390.07%
197NUCOR CORPNUE5,312$639,2460.07%
198SELECT SECTOR SPDR TR81369Y60512,554$625,3150.07%
199THE CIGNA GROUP1255231001,866$613,9140.07%
200MICROSOFT CORPMSFT1,600$600,6240.06%
201DISCOVER FINL SVCS2547091083,518$600,5230.06%
202VANGUARD MALVERN FDS92202080511,970$597,3030.06%
203COHEN & STEERS QUALITY INCOM19247L10646,620$585,5470.06%
204SPDR GOLD TRGLD2,013$580,0260.06%
205ISHARES TR4642874996,684$568,6080.06%
206SELECT SECTOR SPDR TR81369Y8525,773$556,8060.06%
207KLA CORPKLAC819$556,7560.06%
208PUBLIC SVC ENTERPRISE GRP IN7445731066,631$545,7310.06%
209NVIDIA CORPORATIONNVDA5,000$541,9000.06%
210COMCAST CORP NEWCCZ14,486$534,5330.06%
211MARSH & MCLENNAN COS INC5717481022,176$531,0090.06%
212MEDTRONIC PLCMDT5,908$530,8930.06%
213THERMO FISHER SCIENTIFIC INCTMO1,059$526,9580.06%
214ISHARES TR4642888108,584$516,6710.06%
215TESLA INCTSLA1,984$514,1730.06%
216MCCORMICK & CO INCMKC-V6,218$511,8040.06%
217FASTENAL COFAST6,537$506,9440.05%
218NUVEEN AMT FREE MUN CR INC FNU40,533$501,7990.05%
219FISERV INCFISV2,270$501,2840.05%
220ISHARES TR4642876303,274$494,3090.05%
221HCA HEALTHCARE INCHCA1,407$486,1890.05%
222AFLAC INCAFL4,340$482,5650.05%
223PNC FINL SVCS GROUP INC6934751052,711$476,5120.05%
224PPG INDS INC6935061074,257$465,5030.05%
225ISHARES TR4642887602,927$448,1240.05%
226GOLDMAN SACHS GROUP INCGSCE819$447,4120.05%
227ALPHABET INCGOOG2,850$445,2560.05%
228INTEL CORPINTC19,519$443,2770.05%
229EASTMAN CHEM COEMN5,024$442,6650.05%
230FISERV INCFISV2,000$441,6600.05%
231INTUITINTU712$437,1610.05%
232FIRST TR EXCHANGE TRADED FD33734X8466,771$426,5730.05%
233AMERICAN ELEC PWR CO INC0255371013,868$422,6560.05%
234CINTAS CORPCTAS2,036$418,4590.05%
235VANGUARD INDEX FDS9229085951,619$407,6160.04%
236META PLATFORMS INCMETA705$406,3340.04%
237VANGUARD INTL EQUITY INDEX F9220428588,741$395,6180.04%
238ISHARES TR4642872423,601$391,3930.04%
239WEYERHAEUSER CO MTN BEWY13,242$387,7260.04%
240EATON CORP PLCETN1,414$384,3680.04%
241VANGUARD INTL EQUITY INDEX F9220427756,333$384,1600.04%
242PRICE T ROWE GROUP INCTROW4,154$381,6280.04%
243ISHARES TR4642874813,248$381,6080.04%
244ASML HOLDING N VASMLF575$381,0120.04%
245VANGUARD SCOTTSDALE FDS92206C7066,410$380,7540.04%
246SPDR S&P MIDCAP 400 ETF TRMDY707$377,1700.04%
247SPDR SER TR78464A28414,858$374,7190.04%
248SELECT SECTOR SPDR TR81369Y5064,002$373,9870.04%
249MICROCHIP TECHNOLOGY INC.MCHPP7,635$369,6100.04%
250INVESCO EXCH TRADED FD TR IIIVZ13,851$369,5450.04%
251SPDR SER TR78468R8539,047$368,7560.04%
252ROPER TECHNOLOGIES INCROP625$368,4880.04%
253SELECT SECTOR SPDR TR81369Y8608,737$365,6430.04%
254ONEOK INC NEWOKE3,676$364,7330.04%
255NOVARTIS AGNVSEF3,267$364,2050.04%
256BOSTON SCIENTIFIC CORPBSX3,595$362,6640.04%
257VANGUARD INDEX FDS9229087511,628$361,0090.04%
258FLEXSHARES TRFLEX14,774$360,1900.04%
259HERSHEY COHSY2,098$358,8210.04%
260MARSH & MCLENNAN COS INC5717481021,440$351,4030.04%
261SERVICENOW INCNOW440$350,3020.04%
262TARGA RES CORPTRGP1,701$340,9990.04%
263LAM RESEARCH CORPLRCX4,620$335,8740.04%
264MARATHON PETE CORPMARA2,260$329,2590.04%
265VANGUARD WORLD FD92204A702600$325,4280.04%
266GE VERNOVA INCGEV1,054$321,7650.03%
267TEXAS INSTRS INC8825081041,783$320,4050.03%
268ISHARES TR4642873093,415$317,0140.03%
269ROYAL CARIBBEAN GROUPV7780T1031,528$313,9120.03%
270DIGITAL RLTY TR INC2538681032,187$313,3750.03%
271HALEON PLCHLNCF30,000$308,7000.03%
272AMPHENOL CORP NEW0320951014,706$308,6670.03%
273TRAVELERS COMPANIES INCTRV1,167$308,6250.03%
274DIMENSIONAL ETF TRUST25434V4015,070$306,6340.03%
275OTIS WORLDWIDE CORPOTIS2,944$303,8210.03%
276ABBOTT LABSABLZF2,275$301,7790.03%
277DANAHER CORPORATION2358511021,460$299,3000.03%
278SPDR SER TR78464A7632,197$298,0890.03%
279VANGUARD INDEX FDS9229085381,212$296,5040.03%
280ENBRIDGE INCENNPF6,645$294,4400.03%
281DIMENSIONAL ETF TRUST25434V7247,089$292,1380.03%
282ISHARES TR4642885133,690$291,1040.03%
283UNILEVER PLCUNLYF4,888$291,0800.03%
284SYNOPSYS INCSNPS669$286,9010.03%
285AXON ENTERPRISE INCAXON545$286,6430.03%
286CHURCH & DWIGHT CO INCCHD2,600$286,2340.03%
287AMAZON COM INCAMZN1,500$285,3900.03%
288SELECT SECTOR SPDR TR81369Y1003,300$283,7340.03%
289INVESCO EXCHANGE TRADED FD TIVZ6,148$281,4550.03%
290MOODYS CORPMCO600$279,4140.03%
291CSX CORPCSX9,493$279,3790.03%
292BP PLCBPPFF8,252$278,8350.03%
293TRUIST FINL CORP89832Q1096,749$277,7210.03%
294OCCIDENTAL PETE CORP6745991055,619$277,3540.03%
295EOG RES INCEOG2,150$275,7160.03%
296DIAGEO PLCDGEAF2,613$273,8160.03%
297SELECT SECTOR SPDR TR81369Y8863,441$271,3230.03%
298SPDR SER TR78464A1449,303$270,0660.03%
299JPMORGAN CHASE & CO.VYLD1,100$269,8300.03%
300MOTOROLA SOLUTIONS INCMSI615$269,2530.03%
301GLOBAL PMTS INC37940X1022,749$269,1820.03%
302EQT CORPEQT5,000$267,1500.03%
303VANGUARD BD INDEX FDS9219378353,621$265,9620.03%
304ROCKWELL AUTOMATION INCROK1,017$262,7720.03%
305HOME DEPOT INCHD700$256,5430.03%
306AUTODESK INCADSK977$255,7790.03%
307SCHWAB STRATEGIC TR8085245089,645$252,6990.03%
308DNP SELECT INCOME FD INC23325P10425,175$248,9810.03%
309VANGUARD WORLD FD92204A504940$248,8460.03%
310STARBUCKS CORPSBUX2,505$245,7150.03%
311CAPITAL ONE FINL CORP14040H1051,359$243,6690.03%
312DTE ENERGY CODTK1,755$242,6640.03%
313INTERNATIONAL PAPER CO4601461034,546$242,5290.03%
314VANGUARD INDEX FDS9229085121,503$241,2920.03%
315BOSTON BEER INCSAM1,000$238,8400.03%
316CITIGROUP INCC-PR3,302$234,4090.03%
317NIKE INCNKE3,686$233,9870.03%
318EXPEDITORS INTL WASH INC3021301091,940$233,2850.03%
319INVESCO EXCH TRADED FD TR IIIVZ4,553$228,6970.02%
320BLACKROCK MUNIYILD QULT FD IBLK19,517$228,5440.02%
321OLD NATL BANCORP IND68003310710,689$226,5000.02%
322AVERY DENNISON CORPAVY1,263$224,7760.02%
323METLIFE INCMET-PF2,694$216,3010.02%
324GENERAL MLS INC3703341043,557$212,6730.02%
325CORTEVA INCCTVA3,324$209,1790.02%
326GRAINGER W W INC384802104211$208,4320.02%
327LENNAR CORPLEN-B1,800$206,6040.02%
328FIFTH THIRD BANCORPFITBM5,159$202,2330.02%
329DIMENSIONAL ETF TRUST25434V8075,130$201,9170.02%
330ISHARES TR4642877623,220$196,0660.02%
331BROADCOM INCAVGO1,165$195,0560.02%
332ENTERPRISE PRODS PARTNERS L2937921075,700$194,5980.02%
333SELECT SECTOR SPDR TR81369Y7041,481$194,1150.02%
334GENERAL MTRS CO37045V1004,100$192,8230.02%
335SPDR INDEX SHS FDS78463X5413,601$191,7530.02%
336INTUITIVE SURGICAL INCISRG384$190,1840.02%
337L3HARRIS TECHNOLOGIES INCLHX906$189,6350.02%
338BOEING COBA-PA1,106$188,6280.02%
339DIMENSIONAL ETF TRUST25434V5003,146$187,9740.02%
340ISHARES TR4642875561,468$187,7570.02%
341MCDONALDS CORPMCD600$187,4220.02%
342STRYKER CORPORATIONSYK500$186,1250.02%
343DIMENSIONAL ETF TRUST25434V6093,606$185,6730.02%
344BROWN FORMAN CORPBF-B5,455$185,1430.02%
345SELECT SECTOR SPDR TR81369Y3082,242$183,1040.02%
346SANOFISNYNF3,300$183,0180.02%
347CENTENE CORP DELCNC3,000$182,1300.02%
348JOHNSON CTLS INTL PLCG515021052,266$181,5290.02%
349SAP SESAPGF670$179,8550.02%
350SELECT SECTOR SPDR TR81369Y407901$177,9110.02%
351WISDOMTREE TRWT5,480$175,1410.02%
352PROCTER AND GAMBLE CO7427181091,000$170,4200.02%
353COCA COLA CONS INCCOKE125$168,7500.02%
354TRANSUNIONTRU2,000$165,9800.02%
355ENTERGY CORP NEWENO1,906$162,9440.02%
356FACTSET RESH SYS INC303075105357$162,3060.02%
357THERMO FISHER SCIENTIFIC INCTMO324$161,2220.02%
358ROYAL BK CDA7800871021,416$159,6120.02%
359ISHARES TR4642885881,698$159,2380.02%
360VANGUARD WELLINGTON FD9219358051,396$159,1440.02%
361CDW CORPCDW990$158,6570.02%
362NRG ENERGY INCNRG1,600$152,7360.02%
363VANGUARD WORLD FD92204A876892$152,3630.02%
364RTX CORPORATIONRTX1,141$151,1370.02%
365TARGET CORPTGT1,436$149,8610.02%
366ISHARES TR46429B6971,595$149,3880.02%
367SEMPRASREA2,066$147,4300.02%
368ISHARES GOLD TRIAU2,479$146,1620.02%
369VENTAS INCVTR2,120$145,7710.02%
370HOME BANCSHARES INCHOMB5,132$145,0820.02%
371BANK MONTREAL QUE0636711011,500$143,2650.02%
372REALTY INCOME CORPO2,457$142,5310.02%
373HARTFORD INSURANCE GROUP INCHIG-PG1,142$141,3000.02%
374SPDR SER TR78468R2004,560$140,5390.02%
375VANGUARD SCOTTSDALE FDS92206C1022,350$137,9220.01%
376US BANCORP DELUSB-PS3,257$137,5110.01%
377VANGUARD BD INDEX FDS9219378271,740$136,2070.01%
378HP INCHPQ4,910$135,9580.01%
379SPDR SER TR78464A3754,089$135,9180.01%
380OLD DOMINION FREIGHT LINE INODFL820$135,6690.01%
381ISHARES TR46432F339785$134,1490.01%
382EMERSON ELEC COEMR1,200$131,5680.01%
383GILEAD SCIENCES INCGILD1,144$128,1850.01%
384NATIONAL HEALTH INVS INC63633D1041,733$127,9990.01%
385INVESCO EXCHANGE TRADED FD TIVZ2,850$124,9160.01%
386INTERNATIONAL BUSINESS MACHSINTR500$124,3300.01%
387CLOROX CO DELCLX840$123,6900.01%
388ISHARES TR4642885701,200$122,8920.01%
389SEAGATE TECHNOLOGY HLDNGS PLSE1,444$122,6680.01%
390ELEVANCE HEALTH INCELV280$121,7890.01%
391COCA COLA COKO1,700$121,7540.01%
392RAYMOND JAMES FINL INC754730109869$120,7130.01%
393SONOCO PRODS CO8354951022,534$119,7060.01%
394ISHARES TR464287408628$119,6840.01%
395SCHWAB STRATEGIC TR8085248055,844$115,5940.01%
396BALL CORPBALL2,206$114,8660.01%
397CARLISLE COS INC142339100337$114,7490.01%
398FORTINET INCFTNT1,125$108,2930.01%
399DOW INCDOW3,083$107,6580.01%
400ISHARES TR46435G3261,547$106,5730.01%
401VANGUARD INDEX FDS922908637410$105,3820.01%
402VANGUARD WORLD FD92204A108320$104,1630.01%
403SOUTHSTATE CORPORATIONSSB1,121$104,0510.01%
404ISHARES TR4642874571,249$103,3300.01%
405ISHARES TR464287721733$102,9430.01%
406INGREDION INCINGR751$101,5430.01%
407ISHARES INC46434G1031,870$100,9240.01%
408ALLIANT ENERGY CORPLNT1,555$100,0640.01%
409MONSTER BEVERAGE CORP NEWMNST1,700$99,4840.01%
410ISHARES TR4642883721,800$98,4060.01%
411HUMANA INCHUM371$98,1670.01%
412ORACLE CORPORCL-PD700$97,8670.01%
413ISHARES TR46429B2674,229$97,2040.01%
414HESS CORPHESM600$95,8380.01%
415PROLOGIS INC.PLDGP853$95,3570.01%
416ALPHABET INCGOOG600$92,7840.01%
417PPL CORPPPLC2,548$92,0080.01%
418ISHARES TR464288802800$91,8960.01%
419INVESCO EXCHANGE TRADED FD TIVZ4,280$91,8920.01%
420BIOGEN INCBIIB654$89,4930.01%
421WORTHINGTON ENTERPRISES INCWOR1,754$87,8580.01%
422HCI GROUP INCHCIIP583$87,0010.01%
423NATIONAL GRID PLCNMPWP1,323$86,8020.01%
424INVESCO LTDIVZ5,646$85,6500.01%
425DISCOVER FINL SVCS254709108500$85,3500.01%
426ISHARES TR4642898832,250$84,6680.01%
427BROWN & BROWN INCBRO676$84,0940.01%
428GARTNER INCIT200$83,9480.01%
429ABBVIE INCABBV400$83,8080.01%
430TOTALENERGIES SETTE1,291$83,5150.01%
431ISHARES TR4642872341,910$83,4670.01%
432SCHWAB STRATEGIC TR8085246073,523$82,5440.01%
433SOLVENTUM CORPSOLV1,077$81,8950.01%
434CMS ENERGY CORPCMS-PC1,087$81,6450.01%
435HALLIBURTON COHAL3,218$81,6410.01%
436VANGUARD INDEX FDS922908652461$79,4120.01%
437EXXON MOBIL CORPXOM664$78,9700.01%
438VANGUARD WORLD FD921910733805$78,8500.01%
439AMERICAN WTR WKS CO INC NEW030420103518$76,4150.01%
440GARMIN LTDGRMN350$75,9960.01%
441QUEST DIAGNOSTICS INCDGX446$75,4630.01%
442BLACKROCK MUN INCOME QUALITYBLK7,000$75,4600.01%
443OGE ENERGY CORPOGE1,632$75,0070.01%
444INDEPENDENCE RLTY TR INC45378A1063,452$73,2860.01%
445REGENERON PHARMACEUTICALSREGN113$71,6680.01%
446INVESCO EXCH TRD SLF IDX FDIVZ3,420$70,7260.01%
447VISA INCV200$70,0920.01%
448INTUITINTU114$69,9950.01%
449CHENIERE ENERGY INCLNG300$69,4200.01%
450COGNIZANT TECHNOLOGY SOLUTIOCTSH900$68,8500.01%
451WILLIAMS COS INC9694571001,126$67,2900.01%
452FORTUNE BRANDS INNOVATIONS IFBIN1,096$66,7240.01%
453HUMANA INCHUM250$66,1500.01%
454SIX FLAGS ENTERTAINMENT CORPFUN1,849$65,9540.01%
455STMICROELECTRONICS N VSTMEF3,000$65,8800.01%
456YUM CHINA HLDGS INCYUMC1,250$65,0750.01%
457CINCINNATI FINL CORP172062101440$64,9970.01%
458ISHARES SILVER TRSLV2,081$64,4900.01%
459ISHARES TR46429B6551,257$64,1700.01%
460HUNTINGTON BANCSHARES INCHBANP4,267$64,0480.01%
461VERALTO CORPVLTO657$64,0250.01%
462ISHARES TR464287887514$63,9930.01%
463AMERICAN CENTY ETF TR025072752974$63,7680.01%
464GE AEROSPACE369604301318$63,6480.01%
465CANADIAN NATL RY CO136375102650$63,3490.01%
466ZEBRA TECHNOLOGIES CORPORATIZBRA224$63,2930.01%
467WELLTOWER INCWELL410$62,8160.01%
468XCEL ENERGY INCXELLL884$62,5780.01%
469ASHLAND INCASH1,053$62,4320.01%
470SMUCKER J M CO832696405525$62,1650.01%
471WESTERN UN COWU5,782$61,1740.01%
472ALPS ETF TR00162Q8581,050$61,0050.01%
473VANECK ETF TRUST92189F1061,300$59,7610.01%
474ITT INCITT460$59,4140.01%
475SCHWAB STRATEGIC TR8085244092,235$59,4060.01%
476CONSTRUCTION PARTNERS INCROAD825$59,2930.01%
4773M COMMM400$58,7440.01%
478BROOKFIELD INFRAST PARTNERSG162521011,966$58,5670.01%
479FRANKLIN RESOURCES INCBEN3,009$57,9230.01%
480AMCOR PLCAMCCF5,856$56,8030.01%
481NEXTERA ENERGY INCNEE-PW800$56,7120.01%
482ISHARES TR464287606679$56,5470.01%
483CVS HEALTH CORPCVS830$56,2330.01%
484ENERGY TRANSFER L PET-PI3,022$56,1790.01%
485FIDELITY COVINGTON TRUST316092808346$55,7990.01%
486NASDAQ INCNDAQ732$55,5300.01%
487TRACTOR SUPPLY COTSCO1,000$55,1000.01%
488EATON VANCE TAX-MANAGED GLOBETN6,749$54,9370.01%
489CHUBB LIMITEDCB181$54,6600.01%
490NUVEEN AMT FREE QLTY MUN INCNU4,878$54,6340.01%
491KROGER COKR800$54,1520.01%
492DBX ETF TR2330512001,250$54,1250.01%
493STARBUCKS CORPSBUX550$53,9500.01%
494RELIANCE INCRS186$53,7080.01%
495FIRST TR VALUE LINE DIVID IN33734H1061,204$53,6860.01%
496VANGUARD SCOTTSDALE FDS92206C409680$53,6790.01%
497WELLS FARGO CO NEW94974680445$53,5860.01%
498LYONDELLBASELL INDUSTRIES NLYB761$53,5740.01%
499SPDR SER TR78464A870660$53,5260.01%
500PFIZER INCPFE2,100$53,2140.01%