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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 0001420506-25-002751

Total Value
$859.1M
Positions
778
Other Managers
3
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL241,646$41.4M4.85%
2NVIDIA CORPORATIONNVDA41,032$37.1M4.34%
3MICROSOFT CORPMSFT79,222$33.3M3.90%
4SPDR S&P 500 ETF TRSPY62,597$32.7M3.84%
5AMAZON COM INCAMZN135,781$24.5M2.87%
6HOME DEPOT INCHD55,649$21.3M2.50%
7ALPHABET INCGOOG140,173$21.2M2.48%
8ELI LILLY & COLLY21,794$17.0M1.99%
9JPMORGAN CHASE & COVYLD71,530$14.3M1.68%
10SPDR S&P MIDCAP 400 ETF TRMDY22,721$12.6M1.48%
11INVESCO EXCHANGE TRADED FD TIVZ73,807$12.5M1.46%
12NEXTERA ENERGY INCNEE-PW194,084$12.4M1.45%
13MCDONALDS CORPMCD42,627$12.0M1.41%
14MASTERCARD INCORPORATEDMA22,867$11.0M1.29%
15JOHNSON & JOHNSONJNJ67,612$10.7M1.25%
16BERKSHIRE HATHAWAY INC DELBRK-A24,324$10.2M1.20%
17CHEVRON CORP NEWCVX63,331$10.0M1.17%
18COSTCO WHSL CORP NEW22160K10513,306$9.7M1.14%
19PROCTER AND GAMBLE CO74271810959,351$9.6M1.13%
20ISHARES TR46428720018,144$9.5M1.12%
21INVESCO QQQ TRIVZ21,378$9.5M1.11%
22UNITEDHEALTH GROUP INCUNH18,635$9.2M1.08%
23BLACKROCK INCBLK10,865$9.1M1.06%
24ISHARES TR46428780481,907$9.1M1.06%
25ISHARES TR464288646166,867$8.6M1.00%
26VISA INCV30,418$8.5M0.99%
27AMGEN INCAMGN28,978$8.2M0.97%
28VANGUARD INDEX FDS92290862929,872$7.5M0.87%
29WALMART INCWMT123,317$7.4M0.87%
30CATERPILLAR INCCAT19,386$7.1M0.83%
31UNION PAC CORPUNP28,683$7.1M0.83%
32HONEYWELL INTL INC43851610633,937$7.0M0.82%
33MERCK & CO INCMRK52,457$6.9M0.81%
34PEPSICO INCPEP39,403$6.9M0.81%
35EXXON MOBIL CORPXOM56,742$6.6M0.77%
36ISHARES TR464288638120,930$6.2M0.73%
37ABBOTT LABSABLZF54,517$6.2M0.73%
38SALESFORCE INCCRM19,333$5.8M0.68%
39ISHARES TR46428750794,458$5.7M0.67%
40BLACKSTONE INCBX43,398$5.7M0.67%
41ISHARES TR46428722657,781$5.7M0.66%
42BERKSHIRE HATHAWAY INC DELBRK-A8$5.1M0.59%
43PROSHARES TR74348A46748,802$4.9M0.58%
44GENUINE PARTS COGPC31,388$4.9M0.57%
45ABBVIE INCABBV25,012$4.6M0.53%
46ACCENTURE PLC IRELANDACN12,354$4.3M0.50%
47SPDR SER TR78468R408166,532$4.2M0.49%
48CISCO SYS INCCSCO83,897$4.2M0.49%
49STRYKER CORPORATIONSYK11,458$4.1M0.48%
50EMERSON ELEC COEMR33,829$3.8M0.45%
51SELECT SECTOR SPDR TR81369Y80317,909$3.7M0.44%
52BLACKSTONE SECD LENDING FDBX119,136$3.7M0.43%
53BROADCOM INCAVGO2,766$3.7M0.43%
54ISHARES TR46432F84248,699$3.6M0.42%
55COCA COLA COKO58,783$3.6M0.42%
56AMERICAN EXPRESS COAXP15,402$3.5M0.41%
57SPDR DOW JONES INDL AVERAGE78467X1098,236$3.3M0.38%
58DUKE ENERGY CORP NEWDUKB33,730$3.3M0.38%
59VERIZON COMMUNICATIONS INCVZ77,533$3.3M0.38%
60VANGUARD INDEX FDS92290876912,470$3.2M0.38%
61ADOBE INCADBE6,236$3.1M0.37%
62LOCKHEED MARTIN CORPLMT6,814$3.1M0.36%
63ZOETIS INCZTS17,832$3.0M0.35%
64PAYCHEX INCPAYX24,462$3.0M0.35%
65QUALCOMM INCQCOM17,160$2.9M0.34%
66PHILIP MORRIS INTL INC71817210930,535$2.8M0.33%
67VANGUARD TAX-MANAGED FDS92194385854,573$2.7M0.32%
68BANK AMERICA CORP06050510471,195$2.7M0.32%
69VALERO ENERGY CORPVLO15,563$2.7M0.31%
70APPLIED MATLS INC03822210512,838$2.6M0.31%
71ALPHABET INCGOOG16,869$2.6M0.30%
72T-MOBILE US INCTMUSZ15,715$2.6M0.30%
73ISHARES TR46428841423,811$2.6M0.30%
74BERKLEY W R CORPWRB-PH28,774$2.5M0.30%
75ISHARES TR4642876147,529$2.5M0.30%
763M COMMM23,922$2.5M0.30%
77CONSOLIDATED EDISON INCED26,914$2.4M0.29%
78VANGUARD SPECIALIZED FUNDS92190884413,325$2.4M0.29%
79RTX CORPORATIONRTX24,885$2.4M0.28%
80LPL FINL HLDGS INC50212V1009,155$2.4M0.28%
81UNITED PARCEL SERVICE INCUPS15,090$2.2M0.26%
82PRUDENTIAL FINL INCPUKPF19,070$2.2M0.26%
83BRISTOL-MYERS SQUIBB COCELG-RI40,638$2.2M0.26%
84NORFOLK SOUTHN CORP6558441088,591$2.2M0.26%
85PARKER-HANNIFIN CORPPH3,888$2.2M0.25%
86ORACLE CORPORCL-PD17,154$2.2M0.25%
87PALO ALTO NETWORKS INCPANW7,512$2.1M0.25%
88ALLSTATE CORPALL-PJ12,336$2.1M0.25%
89ISHARES INC46434G76437,053$2.1M0.25%
90ILLINOIS TOOL WKS INC4523081097,924$2.1M0.25%
91MORGAN STANLEYMS-PQ22,469$2.1M0.25%
92AON PLCAON6,300$2.1M0.25%
93AUTOMATIC DATA PROCESSING INADP8,255$2.1M0.24%
94CUMMINS INCCMI6,834$2.0M0.24%
95PFIZER INCPFE72,015$2.0M0.23%
96INTEL CORPINTC42,807$1.9M0.22%
97ISHARES TR46428770515,735$1.9M0.22%
98TJX COS INC NEW87254010917,961$1.8M0.21%
99UNITED RENTALS INCURI2,517$1.8M0.21%
100SCHWAB STRATEGIC TR80852479721,607$1.7M0.20%
101NETFLIX INCNFLX2,842$1.7M0.20%
102ARISTA NETWORKS INCANET5,944$1.7M0.20%
103ALPS ETF TR00162Q38734,399$1.7M0.20%
104AIR PRODS & CHEMS INCAIIR6,911$1.7M0.20%
105LINDE PLCLIN3,557$1.7M0.19%
106ROPER TECHNOLOGIES INCROP2,927$1.6M0.19%
107ADVANCED MICRO DEVICES INCAMD9,029$1.6M0.19%
108WEC ENERGY GROUP INCWEC19,807$1.6M0.19%
109CONOCOPHILLIPSCOP12,748$1.6M0.19%
110PHILLIPS 66PSX9,887$1.6M0.19%
111SPDR S&P 500 ETF TRSPY2,945$1.5M0.18%
112KIMBERLY-CLARK CORPKMB11,879$1.5M0.18%
113NXP SEMICONDUCTORS N VNXPI5,863$1.5M0.17%
114AMERICAN TOWER CORP NEW03027X1007,348$1.5M0.17%
115SCHWAB CHARLES CORPSCHW-PJ19,667$1.4M0.17%
116ALTRIA GROUP INCMO32,063$1.4M0.16%
117ISHARES TR46428716811,307$1.4M0.16%
118DEERE & CODE3,372$1.4M0.16%
119DISNEY WALT CO25468710611,267$1.4M0.16%
120DUPONT DE NEMOURS INCDD17,573$1.3M0.16%
121MCKESSON CORPMCK2,500$1.3M0.16%
122SPDR SER TR78468R62213,955$1.3M0.16%
123COLGATE PALMOLIVE COCL14,723$1.3M0.16%
124CHURCH & DWIGHT CO INCCHD12,698$1.3M0.16%
125STARBUCKS CORPSBUX14,480$1.3M0.16%
126WASTE MGMT INC DEL94106L1096,133$1.3M0.15%
127INTERNATIONAL BUSINESS MACHSINTR6,721$1.3M0.15%
128BECTON DICKINSON & COBDX4,964$1.2M0.14%
129VANGUARD BD INDEX FDS92193782715,915$1.2M0.14%
130NORTHROP GRUMMAN CORPNOC2,541$1.2M0.14%
131ELECTRONIC ARTS INCEA9,162$1.2M0.14%
132TAIWAN SEMICONDUCTOR MFG LTD8740391008,402$1.1M0.13%
133VANGUARD INDEX FDS9229083632,377$1.1M0.13%
134AUTOZONE INCAZO360$1.1M0.13%
135ISHARES TR46428868734,921$1.1M0.13%
136ANALOG DEVICES INCADI5,660$1.1M0.13%
137ECOLAB INCECL4,846$1.1M0.13%
138VANGUARD INDEX FDS9229087363,172$1.1M0.13%
139GSK PLCGLAXF25,371$1.1M0.13%
140GENERAL DYNAMICS CORPGD3,848$1.1M0.13%
141NICOLET BANKSHARES INCNIC12,578$1.1M0.13%
142COMCAST CORP NEWCCZ24,934$1.1M0.13%
143NUCOR CORPNUE5,435$1.1M0.13%
144WELLS FARGO CO NEW94974610118,023$1.0M0.12%
145ISHARES TR4642876554,940$1.0M0.12%
146NIKE INCNKE10,721$1.0M0.12%
147BOEING COBA-PA5,203$1.0M0.12%
148FINWARD BANCORPFNWD40,430$994,5780.12%
149SHELL PLCRYDAF14,789$991,4550.12%
150QUANTA SVCS INC74762E1023,801$987,5000.12%
151CONSTELLATION ENERGY CORPCEG5,260$972,3110.11%
152MONDELEZ INTL INC60920710513,780$964,6000.11%
153LOWES COS INC5486611073,705$943,7750.11%
154VANGUARD INDEX FDS9229086114,818$924,4780.11%
155META PLATFORMS INCMETA1,857$901,7220.11%
156SPDR SER TR78464A40912,310$900,4770.11%
157ISHARES TR46429B6638,168$900,1950.11%
158SELECT SECTOR SPDR TR81369Y60521,356$899,5150.11%
159CARRIER GLOBAL CORPORATIONCARR15,384$894,2720.10%
160VANGUARD BD INDEX FDS92193783512,302$893,4940.10%
161LULULEMON ATHLETICA INCLULU2,262$883,6500.10%
162SHERWIN WILLIAMS COSHW2,525$877,0080.10%
163PACKAGING CORP AMER6951561094,587$870,5210.10%
164AT&T INCT-PC49,339$868,3660.10%
165ISHARES TR4642871767,989$858,0980.10%
166INVESCO EXCH TRADED FD TR IIIVZ32,298$857,5120.10%
167COHEN & STEERS QUALITY INCOM19247L10670,142$847,3150.10%
168MICROCHIP TECHNOLOGY INC.MCHPP9,432$846,1450.10%
169ELI LILLY & COLLY1,050$816,8580.10%
170AMERIPRISE FINL INC03076C1061,814$795,3300.09%
171GENERAL ELECTRIC CO3696043014,472$784,9700.09%
172VANECK ETF TRUST92189H40914,776$772,1940.09%
173APPLE INCAAPL4,460$764,8010.09%
174MICROSOFT CORPMSFT1,775$746,7780.09%
175MOTOROLA SOLUTIONS INCMSI2,077$737,2930.09%
176ISHARES TR46428881012,469$730,5590.09%
177VANGUARD MALVERN FDS92202080514,910$714,0400.08%
178VANGUARD WHITEHALL FDS9219464065,832$705,6140.08%
179PPG INDS INC6935061074,852$703,0550.08%
180MARRIOTT INTL INC NEW5719032022,781$701,6740.08%
181ISHARES TR4642874658,747$698,5350.08%
182SPDR SER TR78464A50813,879$695,3380.08%
183ISHARES TR4642876304,369$693,8410.08%
184PRICE T ROWE GROUP INCTROW5,665$690,6770.08%
185INTERCONTINENTAL EXCHANGE IN45866F1044,953$680,6910.08%
186WORLD GOLD TRGLDW15,227$670,7490.08%
187SPDR S&P MIDCAP 400 ETF TRMDY1,199$667,1240.08%
188THE CIGNA GROUP1255231001,836$666,8170.08%
189SYSCO CORPSYY7,985$648,2220.08%
190PIONEER NAT RES CO7237871072,409$632,3630.07%
191AVALONBAY CMNTYS INCAWX3,358$623,1100.07%
192KLA CORPKLAC869$607,0570.07%
193WEYERHAEUSER CO MTN BEWY16,523$593,3410.07%
194FIRST TR EXCHANGE TRADED FD33734X84610,413$587,1890.07%
195YUM BRANDS INCYUM4,200$582,3300.07%
196SELECT SECTOR SPDR TR81369Y2093,936$581,4650.07%
197CHIPOTLE MEXICAN GRILL INCCMG198$575,5400.07%
198INTUITIVE SURGICAL INCISRG1,426$569,1020.07%
199INTUITINTU873$567,4500.07%
200DOMINION ENERGY INCD11,522$566,7670.07%
201DIAGEO PLCDGEAF3,810$566,6990.07%
202DOLLAR GEN CORP NEW2566771053,582$559,0070.07%
203ISHARES TR4642874996,637$558,1050.07%
204ASML HOLDING N VASMLF575$558,0200.07%
205AFLAC INCAFL6,435$552,5090.06%
206CBOE GLOBAL MKTS INC12503M1083,000$551,1900.06%
207MEDTRONIC PLCMDT6,317$550,5270.06%
208TOLL BROTHERS INCTOL4,191$542,1900.06%
209CVS HEALTH CORPCVS6,789$541,4910.06%
210FIDELITY NATL INFORMATION SV31620M1067,298$541,3660.06%
211NUVEEN AMT FREE MUN CR INC FNU44,552$541,3070.06%
212MARATHON PETE CORPMARA2,686$541,2290.06%
213PUBLIC SVC ENTERPRISE GRP IN7445731068,006$534,6410.06%
214EASTMAN CHEM COEMN5,325$533,6720.06%
215SOUTHERN COSOMN7,404$531,1630.06%
216EXELON CORPEXC14,116$530,3380.06%
217DANAHER CORPORATION2358511022,122$529,9060.06%
218VANGUARD BD INDEX FDS9219378197,000$527,8000.06%
219FASTENAL COFAST6,837$527,4060.06%
220CORNING INCGLW15,737$518,6920.06%
221PNC FINL SVCS GROUP INC6934751053,178$513,5650.06%
222HCA HEALTHCARE INCHCA1,515$505,2980.06%
223HERSHEY COHSY2,583$502,3940.06%
224LAM RESEARCH CORPLRCX517$502,3020.06%
225MCCORMICK & CO INCMKC-V6,342$487,1290.06%
226ALPHABET INCGOOG3,165$481,9030.06%
227NVIDIA CORPORATIONNVDA530$478,8870.06%
228ISHARES TR4642875982,670$478,2240.06%
229DISCOVER FINL SVCS2547091083,627$475,4630.06%
230SPDR SER TR78464A28418,322$470,6920.06%
231OTIS WORLDWIDE CORPOTIS4,727$469,2490.05%
232VANGUARD INDEX FDS9229087442,845$463,3370.05%
233CONSTELLATION BRANDS INCSTZ1,690$459,2740.05%
234JACOBS SOLUTIONS INCJ2,969$456,4240.05%
235EATON CORP PLCETN1,437$449,3210.05%
236VANGUARD INDEX FDS9229087511,869$427,2350.05%
237SELECT SECTOR SPDR TR81369Y8525,179$422,9170.05%
238MARSH & MCLENNAN COS INC5717481022,031$418,3450.05%
239ISHARES TR4642874324,215$398,8230.05%
240ISHARES TR4642887603,010$397,1090.05%
241SPDR SER TR78468R8539,152$393,9020.05%
242SPDR GOLD TRGLD1,914$393,7480.05%
243NOVO-NORDISK A SNONOF3,040$390,3360.05%
244SYNOPSYS INCSNPS669$382,3340.04%
245CSX CORPCSX10,213$378,5960.04%
246ISHARES TR4642874813,248$370,7270.04%
247GLOBAL PMTS INC37940X1022,749$367,4310.04%
248BOSTON BEER INCSAM1,200$365,3040.04%
249OCCIDENTAL PETE CORP6745991055,619$365,1790.04%
250FISERV INCFISV2,275$363,5910.04%
251VANGUARD INTL EQUITY INDEX F9220427756,077$356,4160.04%
252FISERV INCFISV2,208$352,8830.04%
253ROPER TECHNOLOGIES INCROP625$350,5250.04%
254GALLAGHER ARTHUR J & CO3635761091,370$342,5550.04%
255VANGUARD INDEX FDS9229085951,310$341,5430.04%
256UNILEVER PLCUNLYF6,800$341,2920.04%
257S&P GLOBAL INCSPGI802$341,2110.04%
258LOWES COS INC5486611071,325$337,5170.04%
259NOVARTIS AGNVSEF3,430$331,7840.04%
260VANGUARD BD INDEX FDS9219378274,234$324,6210.04%
261VANGUARD WORLD FD92204A702600$314,6040.04%
262SELECT SECTOR SPDR TR81369Y8607,908$312,6030.04%
263VANGUARD INDEX FDS9229085533,613$312,4520.04%
264SANOFISNYNF6,419$311,9630.04%
265LENNAR CORPLEN-B1,800$309,5640.04%
266ALBEMARLE CORPALB-PA2,331$307,0860.04%
267ISHARES TR4642872422,795$304,4310.04%
268AMAZON COM INCAMZN1,680$303,0380.04%
269GOLDMAN SACHS GROUP INCGSCE724$302,4080.04%
270TRUIST FINL CORP89832Q1097,736$301,5490.04%
271SPDR SER TR78464A7632,297$301,4580.04%
272TRAVELERS COMPANIES INCTRV1,305$300,3330.04%
273MARSH & MCLENNAN COS INC5717481021,440$296,6110.03%
274AVERY DENNISON CORPAVY1,323$295,3600.03%
275ELEVANCE HEALTH INCELV569$295,0490.03%
276EOG RES INCEOG2,300$294,0320.03%
277BLACKROCK MUNIYILD QULT FD IBLK23,710$290,4480.03%
278THERMO FISHER SCIENTIFIC INCTMO497$288,8610.03%
279TESLA INCTSLA1,613$283,5490.03%
280F N B CORP30252010120,000$282,0000.03%
281BROWN FORMAN CORPBF-B5,455$281,5870.03%
282TEXAS INSTRS INC8825081041,611$280,6520.03%
283BP PLCBPPFF7,314$275,5920.03%
284ISHARES TR4642873093,230$272,7410.03%
285ISHARES INC46434G1035,276$272,2420.03%
286AUTODESK INCADSK1,045$272,1390.03%
287AMPHENOL CORP NEW0320951012,353$271,4190.03%
288CHURCH & DWIGHT CO INCCHD2,600$271,2060.03%
289TARGET CORPTGT1,521$269,5360.03%
290ISHARES TR4642875561,962$269,2260.03%
291HOME DEPOT INCHD700$268,5200.03%
292DANAHER CORPORATION2358511021,075$268,4490.03%
293GENERAL MLS INC3703341043,830$267,9850.03%
294ISHARES TR4642885133,404$264,5930.03%
295SCHWAB STRATEGIC TR8085245083,215$261,7970.03%
296INVESCO EXCHANGE TRADED FD TIVZ6,148$261,7200.03%
297HALEON PLCHLNCF30,600$259,7940.03%
298MOODYS CORPMCO660$259,4000.03%
299UNITEDHEALTH GROUP INCUNH524$259,2230.03%
300VANGUARD INDEX FDS9229085381,098$258,8970.03%
301VANGUARD INDEX FDS9229085121,653$257,7190.03%
302RTX CORPORATIONRTX2,641$257,5770.03%
303SELECT SECTOR SPDR TR81369Y1002,757$256,0980.03%
304CDW CORPCDW990$253,2220.03%
305AMERICAN ELEC PWR CO INC0255371012,931$252,3590.03%
306VANGUARD WORLD FD92204A504930$251,5840.03%
307SELECT SECTOR SPDR TR81369Y7041,976$248,8970.03%
308ISHARES TR4642877623,890$240,7910.03%
309JPMORGAN CHASE & COVYLD1,200$240,3600.03%
310EXPEDITORS INTL WASH INC3021301091,940$235,8460.03%
311CENTENE CORP DELCNC3,000$235,4400.03%
312FIFTH THIRD BANCORPFITBM6,164$229,3620.03%
313OLD DOMINION FREIGHT LINE INODFL1,018$223,2580.03%
314DNP SELECT INCOME FD INC23325P10424,400$221,3080.03%
315MOTOROLA SOLUTIONS INCMSI615$218,3130.03%
316US BANCORP DELUSB-PS4,882$218,2250.03%
317CAPITAL ONE FINL CORP14040H1051,452$216,1880.03%
318CITIGROUP INCC-PR3,358$212,3600.02%
319INVESCO LTDIVZ12,707$210,8090.02%
320DIGITAL RLTY TR INC2538681031,461$210,4420.02%
321META PLATFORMS INCMETA430$208,7990.02%
322INVESCO EXCH TRADED FD TR IIIVZ4,700$208,6800.02%
323CHUBB LIMITEDCB782$202,6400.02%
324MONSTER BEVERAGE CORP NEWMNST3,408$202,0260.02%
325NUVEEN AMT FREE QLTY MUN INCNU18,113$200,5110.02%
326SELECT SECTOR SPDR TR81369Y5062,106$198,8270.02%
327SELECT SECTOR SPDR TR81369Y4071,076$197,8660.02%
328VANGUARD CHARLOTTE FDS92203J4073,958$194,6940.02%
329METLIFE INCMET-PF2,622$194,3160.02%
330EQT CORPEQT5,225$193,6910.02%
331DTE ENERGY CODTK1,712$191,9840.02%
332THERMO FISHER SCIENTIFIC INCTMO324$188,3120.02%
333VANGUARD INTL EQUITY INDEX F9220428584,466$186,5450.02%
334OLD NATL BANCORP IND68003310710,689$186,0950.02%
335M & T BK CORP55261F1041,259$183,1090.02%
336DOW INCDOW3,109$180,1040.02%
337SELECT SECTOR SPDR TR81369Y8862,729$179,1590.02%
338WISDOMTREE TRWT5,480$179,0860.02%
339STRYKER CORPORATIONSYK500$178,9350.02%
340PROGRESSIVE CORP743315103865$178,8990.02%
341SONOCO PRODS CO8354951023,029$175,1970.02%
342EDWARDS LIFESCIENCES CORPEW1,800$172,0080.02%
343SPDR SER TR78468R2005,560$171,4150.02%
344GXO LOGISTICS INCORPORATEDGXO3,175$170,6880.02%
345VANGUARD MUN BD FDS9229077463,347$169,3580.02%
346MCDONALDS CORPMCD600$169,1700.02%
347L3HARRIS TECHNOLOGIES INCLHX781$166,4310.02%
348CORTEVA INCCTVA2,859$164,8790.02%
349GENERAL MTRS CO37045V1003,600$163,2600.02%
350PROCTER AND GAMBLE CO7427181091,000$162,2500.02%
351FACTSET RESH SYS INC303075105357$162,2170.02%
352BALL CORPBALL2,406$162,0680.02%
353PENSKE AUTOMOTIVE GRP INC70959W1031,000$161,9900.02%
354CME GROUP INCCME750$161,4680.02%
355LENNAR CORPLEN-B933$160,4570.02%
356TRANSUNIONTRU2,000$159,6000.02%
357INTERNATIONAL PAPER CO4601461034,085$159,3970.02%
358SEMPRASREA2,196$157,7390.02%
359GRAINGER W W INC384802104155$157,6820.02%
360JOHNSON CTLS INTL PLCG515021052,390$156,1150.02%
361ISHARES INC46428687110,000$155,5000.02%
362ISHARES TR46429B6971,836$153,4530.02%
363INTUITIVE SURGICAL INCISRG384$153,2510.02%
364SELECT SECTOR SPDR TR81369Y3081,992$152,1090.02%
365BIOGEN INCBIIB693$149,4320.02%
366HALLIBURTON COHAL3,768$148,5350.02%
367WESTERN UN COWU10,587$148,0060.02%
368CLOROX CO DELCLX965$147,7510.02%
369WASTE CONNECTIONS INCWCN858$147,5850.02%
370ZOETIS INCZTS870$147,2130.02%
371BANK MONTREAL QUE0636711011,500$146,5200.02%
372FORTUNE BRANDS INNOVATIONS IFBIN1,720$145,6320.02%
373INVESCO EXCHANGE TRADED FD TIVZ2,850$144,4950.02%
374HOLOGIC INCHOLX1,819$141,8090.02%
375ISHARES TR46429B2676,207$141,3330.02%
376SKECHERS U S A INC8305661052,272$139,1830.02%
377ISHARES TR4642874571,690$138,2080.02%
378TRACTOR SUPPLY COTSCO528$138,1880.02%
379ONEOK INC NEWOKE1,718$137,7320.02%
380HARTFORD FINL SVCS GROUP INCHIG-PG1,323$136,3350.02%
381EMERSON ELEC COEMR1,200$136,1040.02%
382CHENIERE ENERGY INCLNG830$133,8620.02%
383CARLISLE COS INC142339100337$132,0530.02%
384VANGUARD BD INDEX FDS9219378351,807$131,2420.02%
385REALTY INCOME CORPO2,425$131,1930.02%
386STMICROELECTRONICS N VSTMEF3,000$129,7200.02%
387VANGUARD SCOTTSDALE FDS92206C4091,675$129,4940.02%
388HUMANA INCHUM371$128,6330.02%
389VANGUARD WORLD FD92204A876892$127,1810.01%
390HOME BANCSHARES INCHOMB5,132$126,0930.01%
391ASHLAND INCASH1,293$125,8990.01%
392ROYAL BK CDA7800871021,244$125,4950.01%
393DISNEY WALT CO2546871061,025$125,4190.01%
394BOSTON SCIENTIFIC CORPBSX1,788$122,4600.01%
395GE HEALTHCARE TECHNOLOGIES IGEHC1,337$121,5470.01%
396ISHARES TR4642885701,200$120,9720.01%
397ADOBE INCADBE236$119,0860.01%
398ALLIANT ENERGY CORPLNT2,324$117,1300.01%
399CANADIAN NATL RY CO136375102880$115,9050.01%
400SCHWAB STRATEGIC TR8085248052,922$114,0160.01%
401ENTERGY CORP NEWENO1,069$112,9720.01%
402SOUTHSTATE CORPORATIONSSB1,318$112,0700.01%
403RAYMOND JAMES FINL INC754730109869$111,5970.01%
404SEAGATE TECHNOLOGY HLDNGS PLSE1,186$110,3570.01%
405HP INCHPQ3,641$110,0310.01%
406AKAMAI TECHNOLOGIES INCAKAM1,000$108,7600.01%
407NRG ENERGY INCNRG1,600$108,3040.01%
408SERVICENOW INCNOW141$107,4980.01%
409SMUCKER J M CO832696405854$107,4930.01%
410COCA COLA CONS INCCOKE125$105,8010.01%
411COCA COLA COKO1,700$104,0060.01%
412ISHARES TR46435G3261,547$103,8500.01%
413ISHARES TR464287721760$102,6460.01%
414VANGUARD WORLD FD92204A108320$101,6740.01%
415VANGUARD INDEX FDS922908637410$98,3020.01%
416SKYWORKS SOLUTIONS INCSWKS906$98,1380.01%
417INTERNATIONAL BUSINESS MACHSINTR500$95,4800.01%
418GARTNER INCIT200$95,3340.01%
419WORTHINGTON ENTERPRISES INCWOR1,500$93,3450.01%
420HCI GROUP INCHCIIP801$92,9800.01%
421VENTAS INCVTR2,120$92,3050.01%
422HESS CORPHESM600$91,5840.01%
423ALPHABET INCGOOG600$90,5580.01%
424NATIONAL GRID PLCNMPWP1,323$90,2550.01%
425SCHWAB STRATEGIC TR8085246071,820$89,6170.01%
426AMERICAN WTR WKS CO INC NEW030420103728$88,9690.01%
427TARGET CORPTGT500$88,6050.01%
428INVESCO EXCHANGE TRADED FD TIVZ4,280$88,3820.01%
429ORACLE CORPORCL-PD700$87,9270.01%
430TRANE TECHNOLOGIES PLCTT292$87,6580.01%
431ISHARES TR464288802800$87,3360.01%
432FLEXSHARES TRFLEX3,674$87,2580.01%
433LINCOLN ELEC HLDGS INC533900106340$86,8500.01%
434HUMANA INCHUM250$86,6800.01%
435FRANKLIN RESOURCES INCBEN3,009$84,5830.01%
436SERVICE CORP INTL8175651041,125$83,4860.01%
437AUTONATION INCAN500$82,7900.01%
438TOTALENERGIES SETTE1,191$81,9770.01%
439BLACKROCK MUN INCOME QUALITYBLK7,000$81,2000.01%
440VERISK ANALYTICS INCVRSK340$80,1480.01%
441GILEAD SCIENCES INCGILD1,093$80,0620.01%
442ISHARES TR4642872341,910$78,4630.01%
443ISHARES TR464287408420$78,4600.01%
444ARROW ELECTRS INC042735100600$77,6760.01%
445EXXON MOBIL CORPXOM664$77,1830.01%
446FORTINET INCFTNT1,125$76,8490.01%
447LYONDELLBASELL INDUSTRIES NLYB750$76,7100.01%
448VANGUARD WORLD FD921910733805$75,0180.01%
449INTUITINTU114$74,1000.01%
450ISHARES TR4642898832,000$73,6500.01%
451PROLOGIS INC.PLDGP564$73,4440.01%
452MSCI INCMSCI130$72,8590.01%
453ABBVIE INCABBV400$72,8400.01%
454PROGRESSIVE CORP743315103350$72,3870.01%
455DYCOM INDS INC267475101500$71,7650.01%
456COUPANG INCCPNG4,000$71,1600.01%
457MICRON TECHNOLOGY INCMU600$70,7340.01%
458VANECK ETF TRUST92189F726425$70,6900.01%
459LOEWS CORPL900$70,4610.01%
460DEVON ENERGY CORP NEW25179M1031,389$69,7000.01%
461ROCKWELL AUTOMATION INCROK239$69,6280.01%
462NATIONAL HEALTH INVS INC63633D1041,100$69,1130.01%
463SPDR SER TR78464A870715$67,8460.01%
464ISHARES TR464287887514$67,1950.01%
465ISHARES GOLD TRIAU1,576$66,2080.01%
466COGNIZANT TECHNOLOGY SOLUTIOCTSH900$65,9610.01%
467PPL CORPPPLC2,388$65,7420.01%
468CMS ENERGY CORPCMS-PC1,087$65,5900.01%
469DISCOVER FINL SVCS254709108500$65,5450.01%
470INGREDION INCINGR560$65,4360.01%
471FIDELITY COVINGTON TRUST316092808416$64,8290.01%
472MARTIN MARIETTA MATLS INC573284106105$64,4640.01%
473ISHARES TR46429B6551,257$64,1820.01%
474AMERICAN CENTY ETF TR025072752974$64,1460.01%
475NEXTERA ENERGY INCNEE-PW1,000$63,9100.01%
476ITT INCITT460$62,5740.01%
477RELIANCE INCRS186$62,1570.01%
478MERCK & CO INCMRK471$62,1480.01%
479BROOKFIELD INFRAST PARTNERSG162521011,966$61,3590.01%
480CINCINNATI FINL CORP172062101490$60,8430.01%
481BCE INCBCPPF1,788$60,7560.01%
482ISHARES TR46436E8742,500$59,8500.01%
483BROWN & BROWN INCBRO676$59,1770.01%
484PFIZER INCPFE2,100$58,2750.01%
485WILLIAMS COS INC9694571001,490$58,0650.01%
486DBX ETF TR2330512001,396$57,1380.01%
487WELLTOWER INCWELL610$56,9980.01%
488ALPS ETF TR00162Q8581,050$56,6480.01%
489SCHWAB STRATEGIC TR808524409745$56,6050.01%
490GENERAL ELECTRIC CO369604301318$55,8190.01%
491VISA INCV200$55,8160.01%
492AMCOR PLCAMCCF5,856$55,6910.01%
493INDEPENDENCE RLTY TR INC45378A1063,452$55,6810.01%
494RAYONIER INCRYN1,675$55,6770.01%
495CF INDS HLDGS INC125269100666$55,4180.01%
496EATON VANCE TAX-MANAGED GLOBETN6,749$55,0720.01%
497OGE ENERGY CORPOGE1,600$54,8800.01%
498WORTHINGTON STL INC9821041011,500$53,7750.01%
499TRACTOR SUPPLY COTSCO200$52,3440.01%
500HINGHAM INSTN SVGS MASS433323102300$52,3380.01%