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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 24, 2025 · Accession 0001420506-25-002748

Total Value
$957.3M
Positions
781
Other Managers
3
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL240,190$60.1M6.32%
2NVIDIA CORPORATIONNVDA352,344$47.3M4.97%
3SPDR S&P 500 ETF TRSPY60,943$35.7M3.75%
4MICROSOFT CORPMSFT78,915$33.3M3.49%
5AMAZON COM INCAMZN131,992$29.0M3.04%
6ALPHABET INCGOOG134,854$25.5M2.68%
7HOME DEPOT INCHD52,361$20.4M2.14%
8JPMORGAN CHASE & CO.VYLD70,428$16.9M1.77%
9ELI LILLY & COLLY21,237$16.4M1.72%
10ISHARES TR46428720025,965$15.3M1.60%
11NEXTERA ENERGY INCNEE-PW187,181$13.4M1.41%
12COSTCO WHSL CORP NEW22160K10514,209$13.0M1.37%
13INVESCO EXCHANGE TRADED FD TIVZ71,805$12.6M1.32%
14MASTERCARD INCORPORATEDMA23,473$12.4M1.30%
15SPDR S&P MIDCAP 400 ETF TRMDY21,695$12.4M1.30%
16BLACKROCK INCBLK11,284$11.6M1.21%
17MCDONALDS CORPMCD38,810$11.3M1.18%
18PROCTER AND GAMBLE CO74271810963,814$10.7M1.12%
19BERKSHIRE HATHAWAY INC DELBRK-A23,548$10.7M1.12%
20WALMART INCWMT115,498$10.4M1.10%
21ISHARES TR464288646195,709$10.1M1.06%
22INVESCO QQQ TRIVZ19,667$10.1M1.06%
23ISHARES TR46428780485,810$9.9M1.04%
24VISA INCV29,415$9.3M0.98%
25ISHARES TR46428722693,849$9.1M0.95%
26JOHNSON & JOHNSONJNJ62,181$9.0M0.94%
27CHEVRON CORP NEWCVX59,867$8.7M0.91%
28UNITEDHEALTH GROUP INCUNH16,976$8.6M0.90%
29ISHARES TR464288638165,637$8.5M0.90%
30VANGUARD INDEX FDS92290862929,873$7.9M0.83%
31ISHARES TR464287507124,637$7.8M0.82%
32AMGEN INCAMGN29,518$7.7M0.81%
33SPDR SER TR78468R408301,580$7.6M0.80%
34BLACKSTONE INCBX43,003$7.4M0.78%
35BROADCOM INCAVGO31,585$7.3M0.77%
36UNION PAC CORPUNP30,849$7.0M0.74%
37CATERPILLAR INCCAT18,605$6.7M0.71%
38HONEYWELL INTL INC43851610628,923$6.5M0.69%
39EXXON MOBIL CORPXOM58,454$6.3M0.66%
40SALESFORCE INCCRM17,910$6.0M0.63%
41ABBOTT LABSABLZF49,331$5.6M0.59%
42MERCK & CO INCMRK55,251$5.5M0.58%
43AMERICAN EXPRESS COAXP18,456$5.5M0.58%
44BERKSHIRE HATHAWAY INC DELBRK-A8$5.4M0.57%
45PEPSICO INCPEP35,030$5.3M0.56%
46PROSHARES TR74348A46746,551$4.6M0.49%
47ISHARES TR46432F84264,181$4.5M0.47%
48CISCO SYS INCCSCO75,922$4.5M0.47%
49SELECT SECTOR SPDR TR81369Y80318,709$4.4M0.46%
50ARISTA NETWORKS INCANET39,196$4.3M0.45%
51VANGUARD INDEX FDS9229083637,960$4.3M0.45%
52ABBVIE INCABBV23,707$4.2M0.44%
53NETFLIX INCNFLX4,568$4.1M0.43%
54STRYKER CORPORATIONSYK11,207$4.0M0.42%
55T-MOBILE US INCTMUSZ17,882$3.9M0.41%
56VANGUARD INDEX FDS92290876913,342$3.9M0.41%
57EMERSON ELEC COEMR30,956$3.8M0.40%
58ACCENTURE PLC IRELANDACN10,867$3.8M0.40%
59ORACLE CORPORCL-PD22,140$3.7M0.39%
60COCA COLA COKO56,666$3.5M0.37%
61DUKE ENERGY CORP NEWDUKB32,412$3.5M0.37%
62PAYCHEX INCPAYX24,482$3.4M0.36%
63PHILIP MORRIS INTL INC71817210928,405$3.4M0.36%
64TAIWAN SEMICONDUCTOR MFG LTD87403910017,056$3.4M0.35%
65GENUINE PARTS COGPC28,751$3.4M0.35%
66ISHARES TR46428841430,730$3.3M0.34%
67SPDR DOW JONES INDL AVERAGE78467X1097,612$3.2M0.34%
68VANGUARD TAX-MANAGED FDS92194385866,700$3.2M0.33%
69ALPHABET INCGOOG16,161$3.1M0.32%
70LOCKHEED MARTIN CORPLMT6,186$3.0M0.32%
71BANK AMERICA CORP06050510466,022$2.9M0.30%
72QUANTA SVCS INC74762E1028,788$2.8M0.29%
73VERIZON COMMUNICATIONS INCVZ68,919$2.8M0.29%
74LPL FINL HLDGS INC50212V1008,412$2.7M0.29%
75VANGUARD INDEX FDS9229087366,615$2.7M0.29%
76MORGAN STANLEYMS-PQ21,048$2.6M0.28%
77META PLATFORMS INCMETA4,457$2.6M0.27%
78INTERNATIONAL BUSINESS MACHSINTR11,766$2.6M0.27%
79ADOBE INCADBE5,809$2.6M0.27%
80PALO ALTO NETWORKS INCPANW14,055$2.6M0.27%
81RTX CORPORATIONRTX21,890$2.5M0.27%
82BERKLEY W R CORPWRB-PH43,161$2.5M0.27%
83AUTOMATIC DATA PROCESSING INADP8,431$2.5M0.26%
84VANGUARD SPECIALIZED FUNDS92190884412,543$2.5M0.26%
85WASTE MGMT INC DEL94106L10912,136$2.4M0.26%
86SCHWAB STRATEGIC TR80852479789,531$2.4M0.26%
87ISHARES INC46434G76443,807$2.4M0.26%
88QUALCOMM INCQCOM15,311$2.4M0.25%
89ALLSTATE CORPALL-PJ12,152$2.3M0.25%
90PARKER-HANNIFIN CORPPH3,588$2.3M0.24%
91CUMMINS INCCMI6,388$2.2M0.23%
92CONSOLIDATED EDISON INCED24,695$2.2M0.23%
93TJX COS INC NEW87254010917,755$2.1M0.23%
94BRISTOL-MYERS SQUIBB COCELG-RI37,203$2.1M0.22%
95PRUDENTIAL FINL INCPUKPF17,499$2.1M0.22%
96APPLIED MATLS INC03822210512,672$2.1M0.22%
97ISHARES TR4642876145,029$2.0M0.21%
98AIR PRODS & CHEMS INCAIIR6,825$2.0M0.21%
99CHIPOTLE MEXICAN GRILL INCCMG32,203$1.9M0.20%
100ISHARES TR46428770515,535$1.9M0.20%
101BLACKSTONE SECD LENDING FDBX60,000$1.9M0.20%
1023M COMMM14,947$1.9M0.20%
103AMERIPRISE FINL INC03076C1063,543$1.9M0.20%
104DUPONT DE NEMOURS INCDD24,672$1.9M0.20%
105UNITED PARCEL SERVICE INCUPS14,836$1.9M0.20%
106AON PLCAON5,200$1.9M0.20%
107VALERO ENERGY CORPVLO14,538$1.8M0.19%
108UNITED RENTALS INCURI2,508$1.8M0.19%
109ILLINOIS TOOL WKS INC4523081096,816$1.7M0.18%
110VANGUARD BD INDEX FDS92193782722,089$1.7M0.18%
111WEC ENERGY GROUP INCWEC17,897$1.7M0.18%
112NORFOLK SOUTHN CORP6558441087,041$1.7M0.17%
113ALPS ETF TR00162Q38730,653$1.6M0.17%
114SPDR SER TR78468R62217,046$1.6M0.17%
115PHILLIPS 66PSX14,233$1.6M0.17%
116ZOETIS INCZTS9,906$1.6M0.17%
117SOUTHERN COSOMN19,530$1.6M0.17%
118NXP SEMICONDUCTORS N VNXPI7,680$1.6M0.17%
119ALTRIA GROUP INCMO30,030$1.6M0.16%
120MARRIOTT INTL INC NEW5719032025,542$1.5M0.16%
121KIMBERLY-CLARK CORPKMB11,342$1.5M0.16%
122VANGUARD INDEX FDS9229087448,644$1.5M0.15%
123LINDE PLCLIN3,494$1.5M0.15%
124SHELL PLCRYDAF23,273$1.5M0.15%
125PFIZER INCPFE54,176$1.4M0.15%
126ISHARES TR46428716810,503$1.4M0.14%
127SCHWAB CHARLES CORPSCHW-PJ18,326$1.4M0.14%
128ECOLAB INCECL5,769$1.4M0.14%
129ROPER TECHNOLOGIES INCROP2,592$1.3M0.14%
130NOVO-NORDISK A SNONOF15,524$1.3M0.14%
131CHURCH & DWIGHT CO INCCHD12,698$1.3M0.14%
132TRANE TECHNOLOGIES PLCTT3,588$1.3M0.14%
133NICOLET BANKSHARES INCNIC12,578$1.3M0.14%
134DICKS SPORTING GOODS INC2533931025,515$1.3M0.13%
135WELLS FARGO CO NEW94974610117,918$1.3M0.13%
136SPDR S&P 500 ETF TRSPY2,145$1.3M0.13%
137DEERE & CODE2,889$1.2M0.13%
138MCKESSON CORPMCK2,109$1.2M0.13%
139AVALONBAY CMNTYS INCAWX5,408$1.2M0.12%
140ANALOG DEVICES INCADI5,594$1.2M0.12%
141FIDELITY NATL INFORMATION SV31620M10614,704$1.2M0.12%
142CONOCOPHILLIPSCOP11,942$1.2M0.12%
143AUTOZONE INCAZO367$1.2M0.12%
144CONSTELLATION ENERGY CORPCEG5,228$1.2M0.12%
145LULULEMON ATHLETICA INCLULU3,000$1.1M0.12%
146FINWARD BANCORPFNWD40,430$1.1M0.12%
147COLGATE PALMOLIVE COCL11,952$1.1M0.11%
148APPLE INCAAPL4,310$1.1M0.11%
149NORTHROP GRUMMAN CORPNOC2,283$1.1M0.11%
150SHERWIN WILLIAMS COSHW3,114$1.1M0.11%
151SPDR SER TR78464A40912,038$1.1M0.11%
152SYSCO CORPSYY13,785$1.1M0.11%
153ADVANCED MICRO DEVICES INCAMD8,619$1.0M0.11%
154DISNEY WALT CO2546871069,293$1.0M0.11%
155BECTON DICKINSON & COBDX4,529$1.0M0.11%
156ELECTRONIC ARTS INCEA7,011$1.0M0.11%
157SELECT SECTOR SPDR TR81369Y60521,183$1.0M0.11%
158CARRIER GLOBAL CORPORATIONCARR14,804$1.0M0.11%
159GENERAL DYNAMICS CORPGD3,782$996,5190.10%
160TOLL BROTHERS INCTOL7,906$995,7610.10%
161KROGER COKR16,216$991,6080.10%
162VANGUARD INDEX FDS9229086114,878$966,7220.10%
163GE HEALTHCARE TECHNOLOGIES IGEHC12,348$965,3670.10%
164VANECK ETF TRUST92189H40918,576$964,2800.10%
165AT&T INCT-PC41,564$946,4120.10%
166MOTOROLA SOLUTIONS INCMSI2,040$942,9490.10%
167JACOBS SOLUTIONS INCJ6,962$930,2620.10%
168ISHARES TR46428868729,241$919,3370.10%
169ISHARES TR46429B6638,189$919,2970.10%
170AMERICAN TOWER CORP NEW03027X1004,958$909,3470.10%
171LOWES COS INC5486611073,570$881,0760.09%
172INTUITIVE SURGICAL INCISRG1,673$873,2390.09%
173GSK PLCGLAXF25,496$862,2750.09%
174ISHARES TR4642876553,885$858,4300.09%
175VANGUARD BD INDEX FDS92193783511,705$841,7070.09%
176PACKAGING CORP AMER6951561093,735$840,8610.09%
177MONDELEZ INTL INC60920710514,021$837,4740.09%
178TESLA INCTSLA1,984$801,2190.08%
179WORLD GOLD TRGLDW15,054$782,6570.08%
180DANAHER CORPORATION2358511023,361$771,5180.08%
181ISHARES TR4642871767,213$768,5450.08%
182VANGUARD BD INDEX FDS92193781910,260$766,7300.08%
183CORNING INCGLW15,390$731,3330.08%
184VANGUARD WHITEHALL FDS9219464065,726$730,5800.08%
185GE AEROSPACE3696043014,229$705,3550.07%
186SPDR SER TR78464A50813,564$693,6630.07%
187ELI LILLY & COLLY891$687,8520.07%
188S&P GLOBAL INCSPGI1,370$682,3010.07%
189MICROSOFT CORPMSFT1,600$674,4000.07%
190NVIDIA CORPORATIONNVDA5,000$671,4500.07%
191COHEN & STEERS QUALITY INCOM19247L10654,841$671,2540.07%
192COMCAST CORP NEWCCZ17,756$666,3830.07%
193VANGUARD INDEX FDS9229085537,281$648,5910.07%
194INTERCONTINENTAL EXCHANGE IN45866F1044,310$642,2330.07%
195ISHARES TR4642874658,442$638,3000.07%
196DOMINION ENERGY INCD11,522$620,5750.07%
197NUCOR CORPNUE5,252$612,9610.06%
198PRICE T ROWE GROUP INCTROW5,416$612,4950.06%
199DISCOVER FINL SVCS2547091083,518$609,4230.06%
200NUVEEN AMT FREE MUN CR INC FNU48,533$595,0150.06%
201EXELON CORPEXC15,708$591,2490.06%
202CBOE GLOBAL MKTS INC12503M1083,000$586,2000.06%
203PNC FINL SVCS GROUP INC6934751053,034$585,1070.06%
204VANGUARD MALVERN FDS92202080511,970$579,5870.06%
205ISHARES TR4642874996,539$578,0480.06%
206YUM BRANDS INCYUM4,253$570,5820.06%
207ISHARES TR4642888109,719$567,1040.06%
208SELECT SECTOR SPDR TR81369Y8525,773$558,8840.06%
209THERMO FISHER SCIENTIFIC INCTMO1,065$554,0450.06%
210VANGUARD MUN BD FDS92290774611,047$553,7860.06%
211PUBLIC SVC ENTERPRISE GRP IN7445731066,547$553,1560.06%
212INVESCO EXCH TRADED FD TR IIIVZ21,040$550,1960.06%
213INTUITINTU873$548,6810.06%
214ALPHABET INCGOOG2,850$542,7540.06%
215INTEL CORPINTC27,057$542,4930.06%
216ISHARES TR4642876303,274$537,4930.06%
217SELECT SECTOR SPDR TR81369Y2093,866$531,8460.06%
218PPG INDS INC6935061074,427$528,8050.06%
219KLA CORPKLAC821$517,3290.05%
220SPDR S&P MIDCAP 400 ETF TRMDY891$507,4960.05%
221MICROCHIP TECHNOLOGY INC.MCHPP8,817$505,6550.05%
222THE CIGNA GROUP1255231001,826$504,2320.05%
223MCCORMICK & CO INCMKC-V6,342$483,5140.05%
224GALLAGHER ARTHUR J & CO3635761091,680$476,8680.05%
225FASTENAL COFAST6,537$470,0760.05%
226EATON CORP PLCETN1,414$469,2640.05%
227SPDR GOLD TRGLD1,938$469,2480.05%
228MARSH & MCLENNAN COS INC5717481022,176$462,2040.05%
229EASTMAN CHEM COEMN5,000$456,6000.05%
230FISERV INCFISV2,208$453,5670.05%
231AFLAC INCAFL4,340$448,9300.05%
232FIRST TR EXCHANGE TRADED FD33734X8467,069$448,5280.05%
233VANGUARD INDEX FDS9229085951,592$445,8560.05%
234MEDTRONIC PLCMDT5,486$438,2220.05%
235HCA HEALTHCARE INCHCA1,453$436,1180.05%
236ISHARES TR4642887602,927$425,4390.04%
237GOLDMAN SACHS GROUP INCGSCE724$414,5770.04%
238META PLATFORMS INCMETA705$412,7850.04%
239ISHARES TR4642874813,248$411,6840.04%
240FISERV INCFISV2,000$410,8400.04%
241SPDR SER TR78468R8539,047$406,3910.04%
242ASML HOLDING N VASMLF575$398,5210.04%
243OTIS WORLDWIDE CORPOTIS4,199$388,8690.04%
244VANGUARD INTL EQUITY INDEX F9220428588,743$385,0420.04%
245ISHARES TR4642872423,601$384,7310.04%
246VANGUARD INDEX FDS9229087511,600$384,4480.04%
247ISHARES TR4642874324,376$382,1560.04%
248SPDR SER TR78464A28414,858$380,0680.04%
249VANGUARD WORLD FD92204A702600$373,0800.04%
250WEYERHAEUSER CO MTN BEWY13,242$372,7620.04%
251CINTAS CORPCTAS2,036$371,9770.04%
252VANGUARD SCOTTSDALE FDS92206C7066,410$371,7800.04%
253ONEOK INC NEWOKE3,686$370,0740.04%
254DIGITAL RLTY TR INC2538681032,046$362,8170.04%
255DIAGEO PLCDGEAF2,835$360,4140.04%
256AMERICAN ELEC PWR CO INC0255371013,866$356,5610.04%
257GE VERNOVA INCGEV1,054$346,6920.04%
258ISHARES TR4642873093,315$336,5720.04%
259LAM RESEARCH CORPLRCX4,620$333,7030.04%
260SERVICENOW INCNOW314$332,8780.03%
261AXON ENTERPRISE INCAXON559$332,2250.03%
262AMAZON COM INCAMZN1,500$329,0850.03%
263AMPHENOL CORP NEW0320951014,706$326,8320.03%
264SELECT SECTOR SPDR TR81369Y8608,025$326,3770.03%
265ROPER TECHNOLOGIES INCROP625$324,9060.03%
266SYNOPSYS INCSNPS669$324,7060.03%
267NOVARTIS AGNVSEF3,330$324,0420.03%
268FIFTH THIRD BANCORPFITBM7,659$323,8230.03%
269DIMENSIONAL ETF TRUST25434V4015,070$323,2130.03%
270SELECT SECTOR SPDR TR81369Y5063,742$320,5400.03%
271MARATHON PETE CORPMARA2,258$314,9910.03%
272VANGUARD INTL EQUITY INDEX F9220427755,473$314,2050.03%
273HERSHEY COHSY1,848$312,9590.03%
274CSX CORPCSX9,605$309,9530.03%
275GLOBAL PMTS INC37940X1022,749$308,0530.03%
276ROYAL CARIBBEAN GROUPV7780T1031,335$307,9710.03%
277MARSH & MCLENNAN COS INC5717481021,440$305,8700.03%
278TEXAS INSTRS INC8825081041,613$302,4540.03%
279VANGUARD INDEX FDS9229085381,188$301,4550.03%
280BOSTON BEER INCSAM1,000$299,9800.03%
281F N B CORP30252010120,000$295,6000.03%
282SPDR SER TR78464A7632,197$290,2240.03%
283DIMENSIONAL ETF TRUST25434V7247,089$290,0820.03%
284AUTODESK INCADSK977$288,7720.03%
285HALEON PLCHLNCF30,000$286,2000.03%
286TRAVELERS COMPANIES INCTRV1,186$285,6960.03%
287CAPITAL ONE FINL CORP14040H1051,595$284,4200.03%
288MOTOROLA SOLUTIONS INCMSI615$284,2710.03%
289MOODYS CORPMCO600$284,0220.03%
290INVESCO EXCHANGE TRADED FD TIVZ6,148$281,9470.03%
291UNILEVER PLCUNLYF4,935$279,8150.03%
292ISHARES TR4642885133,538$278,2640.03%
293OCCIDENTAL PETE CORP6745991055,619$277,6350.03%
294ENBRIDGE INCENNPF6,500$275,7950.03%
295HOME DEPOT INCHD700$272,2930.03%
296CHURCH & DWIGHT CO INCCHD2,600$272,2460.03%
297GENERAL MLS INC3703341044,207$268,2800.03%
298SCHWAB STRATEGIC TR8085245089,645$267,2630.03%
299SPDR SER TR78464A1449,303$266,4380.03%
300JPMORGAN CHASE & CO.VYLD1,100$263,6810.03%
301EOG RES INCEOG2,150$263,5470.03%
302ROCKWELL AUTOMATION INCROK917$262,0690.03%
303VANGUARD INDEX FDS9229085121,598$258,5080.03%
304ABBOTT LABSABLZF2,275$257,3250.03%
305SELECT SECTOR SPDR TR81369Y1002,967$249,6430.03%
306BOSTON SCIENTIFIC CORPBSX2,793$249,4710.03%
307DANAHER CORPORATION2358511021,075$246,7660.03%
308LENNAR CORPLEN-B1,800$245,4660.03%
309INTERNATIONAL PAPER CO4601461034,546$244,6660.03%
310BP PLCBPPFF8,252$243,9290.03%
311NIKE INCNKE3,142$237,7550.02%
312AVERY DENNISON CORPAVY1,263$236,3450.02%
313VANGUARD WORLD FD92204A504930$235,9320.02%
314OLD NATL BANCORP IND68003310710,689$232,0050.02%
315EQT CORPEQT5,000$230,5500.02%
316TRUIST FINL CORP89832Q1095,310$230,3480.02%
317BLACKROCK MUNIYILD QULT FD IBLK19,517$224,8360.02%
318ISHARES TR4642875561,693$223,8320.02%
319BROADCOM INCAVGO965$223,7260.02%
320DNP SELECT INCOME FD INC23325P10425,175$222,0440.02%
321VANGUARD BD INDEX FDS9219378353,063$220,2600.02%
322INVESCO EXCH TRADED FD TR IIIVZ4,553$219,9550.02%
323DTE ENERGY CODTK1,819$219,6440.02%
324EXPEDITORS INTL WASH INC3021301091,940$214,8940.02%
325METLIFE INCMET-PF2,591$212,1510.02%
326CITIGROUP INCC-PR3,008$211,7330.02%
327BROWN FORMAN CORPBF-B5,455$207,1810.02%
328TARGA RES CORPTRGP1,160$207,0600.02%
329DIMENSIONAL ETF TRUST25434V5003,146$204,7420.02%
330SANOFISNYNF4,243$204,6400.02%
331SELECT SECTOR SPDR TR81369Y407901$202,1390.02%
332DIMENSIONAL ETF TRUST25434V6093,606$200,7100.02%
333INTUITIVE SURGICAL INCISRG384$200,4330.02%
334STARBUCKS CORPSBUX2,194$200,2030.02%
335TARGET CORPTGT1,471$198,8500.02%
336BOEING COBA-PA1,106$195,7620.02%
337SELECT SECTOR SPDR TR81369Y7041,481$195,1370.02%
338UNITEDHEALTH GROUP INCUNH385$194,7560.02%
339GENERAL MTRS CO37045V1003,600$191,7720.02%
340L3HARRIS TECHNOLOGIES INCLHX906$190,5140.02%
341WISDOMTREE TRWT5,480$188,2380.02%
342ISHARES TR4642877623,220$187,6290.02%
343CORTEVA INCCTVA3,273$186,4300.02%
344TRANSUNIONTRU2,000$185,4200.02%
345DIMENSIONAL ETF TRUST25434V8075,130$182,0120.02%
346CENTENE CORP DELCNC3,000$181,7400.02%
347ISHARES TR46429B2677,901$181,5650.02%
348SEMPRASREA2,066$181,2300.02%
349STRYKER CORPORATIONSYK500$180,0250.02%
350JOHNSON CTLS INTL PLCG515021052,266$178,8550.02%
351ENTERPRISE PRODS PARTNERS L2937921075,700$178,7520.02%
352MCDONALDS CORPMCD600$173,9340.02%
353SELECT SECTOR SPDR TR81369Y8862,279$172,4980.02%
354CDW CORPCDW990$172,3000.02%
355FACTSET RESH SYS INC303075105357$171,4600.02%
356ROYAL BK CDA7800871021,416$170,6420.02%
357THERMO FISHER SCIENTIFIC INCTMO324$168,5550.02%
358PROCTER AND GAMBLE CO7427181091,000$167,6500.02%
359ISHARES INC46428687110,000$166,6000.02%
360VANGUARD BD INDEX FDS9219378272,147$165,8990.02%
361SPDR SER TR78464A3755,058$165,7000.02%
362US BANCORP DELUSB-PS3,457$165,3480.02%
363VANGUARD WELLINGTON FD9219358051,396$165,2550.02%
364ISHARES TR4642885881,760$161,3570.02%
365M & T BK CORP55261F104840$157,9280.02%
366COCA COLA CONS INCCOKE125$157,4990.02%
367LENNAR CORPLEN-B1,144$156,0070.02%
368GRAINGER W W INC384802104145$152,8370.02%
369SELECT SECTOR SPDR TR81369Y3081,938$152,3460.02%
370EMERSON ELEC COEMR1,200$148,7160.02%
371ISHARES TR46432F339825$146,9160.02%
372PAYPAL HLDGS INCPYPL1,708$145,7780.02%
373VANGUARD WORLD FD92204A876892$145,7710.02%
374BANK MONTREAL QUE0636711011,500$145,5750.02%
375HOME BANCSHARES INCHOMB5,132$145,2360.02%
376OLD DOMINION FREIGHT LINE INODFL820$144,6480.02%
377ENTERGY CORP NEWENO1,906$144,5130.02%
378NRG ENERGY INCNRG1,600$144,3520.02%
379ISHARES TR46429B6971,595$141,6200.01%
380SPDR SER TR78468R2004,560$140,1290.01%
381INVESCO EXCHANGE TRADED FD TIVZ2,850$137,9920.01%
382RAYMOND JAMES FINL INC754730109869$134,9820.01%
383BALL CORPBALL2,406$132,6430.01%
384ISHARES TR4642885701,200$132,3000.01%
385SONOCO PRODS CO8354951022,708$132,2860.01%
386RTX CORPORATIONRTX1,141$132,0370.01%
387DOW INCDOW3,195$128,2150.01%
388ISHARES TR4642874571,549$126,9870.01%
389SEAGATE TECHNOLOGY HLDNGS PLSE1,452$125,3220.01%
390HARTFORD FINL SVCS GROUP INCHIG-PG1,142$124,9350.01%
391ISHARES TR464287721783$124,9040.01%
392VENTAS INCVTR2,120$124,8470.01%
393CARLISLE COS INC142339100337$124,2990.01%
394CLOROX CO DELCLX755$122,6200.01%
395HP INCHPQ3,754$122,4930.01%
396VANGUARD WORLD FD92204A108320$120,1220.01%
397REALTY INCOME CORPO2,214$118,2500.01%
398ELEVANCE HEALTH INCELV320$118,0480.01%
399ORACLE CORPORCL-PD700$116,6480.01%
400ALPHABET INCGOOG600$113,5800.01%
401SOUTHSTATE CORPORATIONSSB1,121$111,5170.01%
402VANGUARD INDEX FDS922908637410$110,5770.01%
403INTERNATIONAL BUSINESS MACHSINTR500$109,9150.01%
404SCHWAB STRATEGIC TR8085248055,844$108,1140.01%
405ISHARES INC46434G1032,065$107,8340.01%
406FORTINET INCFTNT1,125$106,2900.01%
407COCA COLA COKO1,700$105,8420.01%
408FLEXSHARES TRFLEX4,437$104,6690.01%
409INGREDION INCINGR751$103,3080.01%
410BIOGEN INCBIIB662$101,2330.01%
411ISHARES TR46435G3261,547$99,7350.01%
412INVESCO LTDIVZ5,646$98,6920.01%
413ISHARES TR464288802800$97,2720.01%
414GARTNER INCIT200$96,8940.01%
415AKAMAI TECHNOLOGIES INCAKAM1,000$95,6500.01%
416ALLIANT ENERGY CORPLNT1,605$94,9200.01%
417FORTUNE BRANDS INNOVATIONS IFBIN1,387$94,7740.01%
418HUMANA INCHUM371$94,1260.01%
419SCHWAB STRATEGIC TR8085246073,523$91,1050.01%
420INVESCO EXCHANGE TRADED FD TIVZ4,280$90,9930.01%
421MONSTER BEVERAGE CORP NEWMNST1,700$89,3520.01%
422SIX FLAGS ENTERTAINMENT CORPFUN1,849$89,1030.01%
423HALLIBURTON COHAL3,218$87,4970.01%
424VANGUARD SCOTTSDALE FDS92206C4091,120$87,3710.01%
425DYCOM INDS INC267475101500$87,0300.01%
426DISCOVER FINL SVCS254709108500$86,6150.01%
427NASDAQ INCNDAQ1,117$86,3550.01%
428WESTERN UN COWU8,081$85,6590.01%
429VANGUARD INDEX FDS922908652449$85,3010.01%
430HCI GROUP INCHCIIP731$85,1830.01%
431VANGUARD WORLD FD921910733805$84,4360.01%
432ISHARES TR464287408440$83,9870.01%
433ISHARES TR4642898832,250$83,9250.01%
434ASHLAND INCASH1,163$83,1080.01%
435GILEAD SCIENCES INCGILD898$82,9480.01%
436PPL CORPPPLC2,548$82,7080.01%
437ISHARES TR4642872341,910$79,8760.01%
438HESS CORPHESM600$79,8060.01%
439ISHARES GOLD TRIAU1,592$78,8200.01%
440NATIONAL GRID PLCNMPWP1,323$78,6130.01%
441PROLOGIS INC.PLDGP735$77,6900.01%
442CANADIAN NATL RY CO136375102765$77,6550.01%
443WELLTOWER INCWELL610$76,8780.01%
444NATIONAL HEALTH INVS INC63633D1041,100$76,2300.01%
445VERALTO CORPVLTO748$76,1840.01%
446BLACKROCK MUN INCOME QUALITYBLK7,000$75,9500.01%
447STMICROELECTRONICS N VSTMEF3,000$74,9100.01%
448AMENTUM HOLDINGS INCAMTM3,478$73,1420.01%
449CONSTRUCTION PARTNERS INCROAD825$72,9800.01%
450CMS ENERGY CORPCMS-PC1,087$72,4490.01%
451GARMIN LTDGRMN350$72,1910.01%
452INTUITINTU114$71,6490.01%
453SOLVENTUM CORPSOLV1,082$71,4770.01%
454EXXON MOBIL CORPXOM664$71,4260.01%
455ABBVIE INCABBV400$71,0800.01%
456ISHARES TR4642886201,409$70,8450.01%
457INVESCO EXCH TRD SLF IDX FDIVZ3,420$70,6230.01%
458ISHARES TR464287887514$69,5800.01%
459HUNTINGTON BANCSHARES INCHBANP4,267$69,4240.01%
460COGNIZANT TECHNOLOGY SOLUTIOCTSH900$69,2100.01%
461BROWN & BROWN INCBRO676$68,9660.01%
462AMERICAN CENTY ETF TR025072752974$68,7270.01%
463INDEPENDENCE RLTY TR INC45378A1063,452$68,4880.01%
464BLOCK INCBSQKZ800$67,9920.01%
465TARGET CORPTGT500$67,5900.01%
466OGE ENERGY CORPOGE1,632$67,3200.01%
467ITT INCITT460$65,7250.01%
468TOTALENERGIES SETTE1,202$65,5090.01%
469AMERICAN WTR WKS CO INC NEW030420103518$64,4860.01%
470CHENIERE ENERGY INCLNG300$64,4610.01%
471FIDELITY COVINGTON TRUST316092808346$63,9680.01%
472ISHARES TR46429B6551,257$63,9560.01%
473HUMANA INCHUM250$63,4280.01%
474CINCINNATI FINL CORP172062101440$63,2280.01%
475VISA INCV200$63,2080.01%
476BROOKFIELD INFRAST PARTNERSG162521011,966$62,4990.01%
477SKYWORKS SOLUTIONS INCSWKS691$61,2780.01%
478FRANKLIN RESOURCES INCBEN3,009$61,0530.01%
479WORTHINGTON ENTERPRISES INCWOR1,500$60,1650.01%
480XCEL ENERGY INCXELLL884$59,6880.01%
481SPDR SER TR78464A870660$59,4400.01%
482ALPS ETF TR00162Q8581,050$59,3370.01%
483ENERGY TRANSFER L PET-PI3,022$59,2010.01%
484SCHWAB STRATEGIC TR8085244092,235$58,2660.01%
485SMUCKER J M CO832696405525$57,8130.01%
486NEXTERA ENERGY INCNEE-PW800$57,3520.01%
487CF INDS HLDGS INC125269100666$56,8230.01%
488LYONDELLBASELL INDUSTRIES NLYB763$56,6680.01%
489ARROW ELECTRS INC042735100500$56,5600.01%
490PFIZER INCPFE2,100$55,7130.01%
491EATON VANCE TAX-MANAGED GLOBETN6,749$55,1390.01%
492AMCOR PLCAMCCF5,856$55,1050.01%
493NUVEEN AMT FREE QLTY MUN INCNU4,878$55,0240.01%
494OMNICOM GROUP INCOMC636$54,7210.01%
495FLEXSHARES TRFLEX395$54,4240.01%
496MARTIN MARIETTA MATLS INC573284106105$54,2330.01%
497TRACTOR SUPPLY COTSCO1,000$53,0600.01%
498GE AEROSPACE369604301318$53,0390.01%
499ROYAL GOLD INCRGLD400$52,7400.01%
500VANECK ETF TRUST92189F1061,550$52,5610.01%