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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 October 2, 2025 · Accession 0001420506-25-002810

Total Value
$608.3M
Positions
798
Other Managers
3
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL267,516$31.0M5.13%
2AMAZON COM INCAMZN7,444$23.4M3.88%
3SPDR S&P 500 ETF TRSPY69,742$23.4M3.87%
4ISHARES TR464288646328,026$18.0M2.98%
5MICROSOFT CORPMSFT82,203$17.3M2.86%
6NEXTERA ENERGY INCNEE-PW61,934$17.2M2.85%
7HOME DEPOT INCHD58,982$16.4M2.71%
8ISHARES TR46429B655279,938$14.2M2.35%
9ALPHABET INCGOOG7,909$11.6M1.92%
10JOHNSON & JOHNSONJNJ74,109$11.0M1.83%
11MCDONALDS CORPMCD44,891$9.9M1.63%
12SPDR S&P MIDCAP 400 ETF TRMDY28,765$9.7M1.61%
13PROCTER AND GAMBLE CO74271810965,803$9.1M1.51%
14MASTERCARD INCORPORATEDMA26,876$9.1M1.50%
15SPDR SER TR78468R200276,788$8.5M1.40%
16AMGEN INCAMGN31,270$7.9M1.32%
17HONEYWELL INTL INC43851610640,319$6.6M1.10%
18ABBOTT LABSABLZF59,736$6.5M1.08%
19VERIZON COMMUNICATIONS INCVZ109,175$6.5M1.08%
20VISA INCV31,265$6.3M1.03%
21JPMORGAN CHASE & COVYLD64,803$6.2M1.03%
22DISNEY WALT CO25468710649,734$6.2M1.02%
23BERKSHIRE HATHAWAY INC DELBRK-A28,838$6.1M1.02%
24ISHARES TR46428863898,000$6.0M0.99%
25WALMART INCWMT41,171$5.8M0.95%
26INTEL CORPINTC110,945$5.7M0.95%
27BLACKROCK INCBLK10,181$5.7M0.95%
28NVIDIA CORPORATIONNVDA10,306$5.6M0.92%
29UNITEDHEALTH GROUP INCUNH17,850$5.6M0.92%
30ISHARES TR46428722646,695$5.5M0.91%
31SALESFORCE COM INCCRM20,885$5.2M0.87%
32ISHARES TR46428780474,608$5.2M0.87%
33INVESCO QQQ TRIVZ18,679$5.2M0.86%
34PEPSICO INCPEP36,631$5.1M0.84%
35INVESCO EXCHANGE TRADED FD TIVZ46,085$5.0M0.82%
363M COMMM31,049$5.0M0.82%
37VANGUARD INDEX FDS92290862928,100$5.0M0.82%
38UNION PAC CORPUNP25,129$4.9M0.82%
39CISCO SYS INCCSCO102,910$4.1M0.67%
40COCA COLA COKO79,590$3.9M0.65%
41AT&T INCT-PC136,128$3.9M0.64%
42GENUINE PARTS COGPC39,732$3.8M0.63%
43CHEVRON CORP NEWCVX52,322$3.8M0.62%
44INTERNATIONAL BUSINESS MACHSINTR30,727$3.7M0.62%
45LILLY ELI & COLLY24,942$3.7M0.61%
46BRISTOL-MYERS SQUIBB COCELG-RI60,933$3.7M0.61%
47MERCK & CO. INCMRK43,467$3.6M0.60%
48EMERSON ELEC COEMR49,336$3.2M0.54%
49SPDR SER TR78468R408122,321$3.2M0.52%
50RAYTHEON TECHNOLOGIES CORPRTX52,121$3.0M0.50%
51PHILIP MORRIS INTL INC71817210939,246$2.9M0.49%
52ABBVIE INCABBV32,613$2.9M0.47%
53CATERPILLAR INC DELCAT19,089$2.8M0.47%
54LOCKHEED MARTIN CORPLMT7,408$2.8M0.47%
55PROSHARES TR74348A46737,338$2.7M0.45%
56VANGUARD TAX-MANAGED INTL FD92194385865,818$2.7M0.45%
57EXXON MOBIL CORPXOM77,783$2.7M0.44%
58COSTCO WHSL CORP NEW22160K1057,417$2.6M0.44%
59PFIZER INCPFE70,808$2.6M0.43%
60KIMBERLY CLARK CORPKMB17,021$2.5M0.42%
61ISHARES TR46428717619,717$2.5M0.41%
62SPDR DOW JONES INDL AVERAGE78467X1098,954$2.5M0.41%
63NORFOLK SOUTHN CORP65584410811,520$2.5M0.41%
64QUALCOMM INCQCOM20,111$2.4M0.39%
65ADOBE SYSTEMS INCORPORATEDADBE4,689$2.3M0.38%
66CONSOLIDATED EDISON INCED29,524$2.3M0.38%
67AIR PRODS & CHEMS INCAIIR7,694$2.3M0.38%
68ECOLAB INCECL11,338$2.3M0.38%
69SPDR GOLD TRGLD12,604$2.2M0.37%
70DUKE ENERGY CORP NEWDUKB23,963$2.1M0.35%
71BK OF AMERICA CORP06050510487,552$2.1M0.35%
72ISHARES TR46428841417,553$2.0M0.34%
73STRYKER CORPORATIONSYK9,545$2.0M0.33%
74BERKSHIRE HATHAWAY INC DELBRK-A6$1.9M0.32%
75VANGUARD SPECIALIZED FUNDS92190884414,787$1.9M0.31%
76PAYCHEX INCPAYX23,756$1.9M0.31%
77ALTRIA GROUP INCMO47,539$1.8M0.30%
78ACCENTURE PLC IRELANDACN8,067$1.8M0.30%
79WEC ENERGY GROUP INCWEC18,237$1.8M0.29%
80ISHARES TR4642872005,249$1.8M0.29%
81ZOETIS INCZTS10,439$1.7M0.29%
82NICOLET BANKSHARES INCNIC31,526$1.7M0.28%
83SELECT SECTOR SPDR TR81369Y80314,606$1.7M0.28%
84CUMMINS INCCMI8,007$1.7M0.28%
85OSI ETF TR67110P40746,443$1.7M0.28%
86ILLINOIS TOOL WKS INC4523081098,649$1.7M0.28%
87BOEING COBA-PA10,046$1.7M0.27%
88VANGUARD INTL EQUITY INDEX F92204285835,614$1.5M0.25%
89WESTERN UN COWU70,238$1.5M0.25%
90AON PLCAON6,826$1.4M0.23%
91BECTON DICKINSON & COBDX6,047$1.4M0.23%
92VANGUARD BD INDEX FDS92193783515,936$1.4M0.23%
93AMERICAN EXPRESS COAXP13,858$1.4M0.23%
94COLGATE PALMOLIVE COCL17,906$1.4M0.23%
95COHEN & STEERS QUALITY INCOM19247L106122,946$1.4M0.23%
96DOMINION ENERGY INCD16,861$1.3M0.22%
97SPDR SER TR78468R62212,607$1.3M0.22%
98STARBUCKS CORPSBUX14,978$1.3M0.21%
99ISHARES TR46428868735,188$1.3M0.21%
100ISHARES TR4642877059,376$1.3M0.21%
101VANECK VECTORS ETF TR92189H40920,906$1.3M0.21%
102COMCAST CORP NEWCCZ26,795$1.2M0.21%
103CLOROX CO DELCLX5,810$1.2M0.20%
104CHURCH & DWIGHT INCCHD12,953$1.2M0.20%
105ALPHABET INCGOOG779$1.1M0.19%
106PARKER-HANNIFIN CORPPH5,557$1.1M0.19%
107BERKLEY W R CORPWRB-PH18,023$1.1M0.18%
108PRICE T ROWE GROUP INCTROW8,563$1.1M0.18%
109BOSTON BEER INCSAM1,200$1.1M0.18%
110CONSTELLATION BRANDS INCSTZ5,573$1.1M0.17%
111TJX COS INC NEW87254010918,836$1.0M0.17%
112LPL FINL HLDGS INC50212V10012,612$966,9620.16%
113ORACLE CORPORCL-PD15,282$912,3350.15%
114NUVEEN AMT FREE MUN CR INC FNU57,570$901,5460.15%
115VALERO ENERGY CORPVLO20,794$900,7960.15%
116ISHARES TR46428716810,895$888,3780.15%
117ISHARES TR4642876144,089$886,8630.15%
118BLACKSTONE GROUP INCBX16,703$871,8970.14%
119AUTOMATIC DATA PROCESSING INADP5,994$836,1030.14%
120MONDELEZ INTL INC60920710514,553$836,0700.14%
121DEERE & CODE3,709$822,0260.14%
122DIAGEO PLCDGEAF5,790$797,0510.13%
123ISHARES TR46428723418,025$794,7220.13%
124BROADCOM INCAVGO2,153$784,3810.13%
125LINDE PLCLIN3,184$758,2060.13%
126GENERAL DYNAMICS CORPGD5,352$740,8770.12%
127VANGUARD INDEX FDS9229087363,220$732,9040.12%
128SPDR SER TR78464A28412,835$729,7980.12%
129VANGUARD INDEX FDS9229087694,279$728,7560.12%
130WEYERHAEUSER CO MTN BEWY25,542$728,4580.12%
131NIKE INCNKE5,546$696,2450.12%
132UNITED PARCEL SERVICE INCUPS4,058$676,1850.11%
133CORNING INCGLW20,639$668,9100.11%
134PUBLIC SVC ENTERPRISE GRP IN74457310611,932$655,1860.11%
135MICROCHIP TECHNOLOGY INC.MCHPP6,222$639,3730.11%
136LOWES COS INC5486611073,812$632,2580.10%
137ISHARES TR4642888102,104$630,4000.10%
138AMERICAN TOWER CORP NEW03027X1002,584$624,6300.10%
139NOVARTIS AGNVSEF7,164$622,9810.10%
140MCCORMICK & CO INCMKC-V3,112$604,0390.10%
141VANGUARD MALVERN FDS92202080511,550$589,2810.10%
142MEDTRONIC PLCMDT5,661$588,2910.10%
143SOUTHERN COSOMN10,721$581,2930.10%
144ISHARES TR4642876553,855$577,4400.10%
145US BANCORP DELUSB-PS15,999$573,5640.09%
146TRUIST FINL CORP89832Q10915,062$573,1090.09%
147SCHWAB CHARLES CORPSCHW-PJ15,670$567,7240.09%
148VANGUARD INDEX FDS9229086115,097$563,8810.09%
149MORGAN STANLEYMS-PQ11,625$562,0690.09%
150CARRIER GLOBAL CORPORATIONCARR18,347$560,3170.09%
151AFLAC INCAFL15,287$555,6820.09%
152CONOCOPHILLIPSCOP16,474$541,0060.09%
153ISHARES TR4642875072,897$536,8430.09%
154OTIS WORLDWIDE CORPOTIS8,525$532,1310.09%
155ALLSTATE CORPALL-PJ5,650$531,8910.09%
156ISHARES TR4642876305,354$531,8130.09%
157APPLE INCAAPL4,460$516,5130.09%
158APPLIED MATLS INC0382221058,645$513,9450.09%
159ISHARES TR4642874658,068$513,5280.09%
160PHILLIPS 66PSX9,886$512,4900.08%
161VANGUARD WHITEHALL FDS9219464066,262$506,7840.08%
162BLACKROCK MUNIENHANCED FD INBLK44,650$504,5450.08%
163MONSTER BEVERAGE CORP NEWMNST6,280$503,6560.08%
164BROWN FORMAN CORPBF-B7,305$501,7070.08%
165PACKAGING CORP AMER6951561094,570$498,3590.08%
166SYSCO CORPSYY7,988$497,0130.08%
167INTERCONTINENTAL EXCHANGE IN45866F1044,955$495,7480.08%
168ZIMMER BIOMET HOLDINGS INCZBH3,613$491,8740.08%
169SELECT SECTOR SPDR TR81369Y60520,245$487,2970.08%
170ISHARES TR46429B6635,924$476,7640.08%
171ISHARES TR4642874322,874$469,2090.08%
172SHERWIN WILLIAMS COSHW671$467,5130.08%
173ANALOG DEVICES INCADI3,934$459,2550.08%
174ISHARES TR4642872423,397$457,6100.08%
175SELECT SECTOR SPDR TR81369Y2094,333$457,0450.08%
176MARATHON PETE CORPMARA15,450$453,3030.08%
177NORTHROP GRUMMAN CORPNOC1,436$453,0440.07%
178DANAHER CORPORATION2358511022,064$444,4410.07%
179PPG INDS INC6935061073,593$438,6330.07%
180PNC FINL SVCS GROUP INC6934751053,844$422,4940.07%
181ROPER TECHNOLOGIES INCROP1,064$420,3970.07%
182VMWARE INC9285634022,900$416,6430.07%
183VANGUARD INDEX FDS9229085535,229$412,8820.07%
184ISHARES TR4642874812,362$408,3190.07%
185SCHWAB STRATEGIC TR8085247977,281$402,6390.07%
186CVS HEALTH CORPCVS6,866$400,9740.07%
187SELECT SECTOR SPDR TR81369Y8866,712$398,5590.07%
188BIOGEN INCBIIB1,331$377,5780.06%
189MICROSOFT CORPMSFT1,775$373,3360.06%
190UNITED RENTALS INCURI2,127$371,1620.06%
191WELLS FARGO CO NEW94974610115,627$367,3910.06%
192LAM RESEARCH CORPLRCX1,062$352,3190.06%
193ISHARES TR4642875562,572$348,2750.06%
194AMAZON COM INCAMZN109$343,2120.06%
195INTUITINTU1,045$340,8890.06%
196ISHARES TR4642875982,830$334,3080.06%
197TEXAS INSTRS INC8825081042,281$325,7040.05%
198AMERIPRISE FINL INC03076C1062,079$320,3950.05%
199PRUDENTIAL FINL INCPUKPF4,992$317,0920.05%
200BAXTER INTL INC0718131093,915$314,8440.05%
201KLA CORPKLAC1,625$314,8280.05%
202GENERAL MLS INC3703341045,088$313,8280.05%
203ISHARES TR4642887601,931$305,8900.05%
204NXP SEMICONDUCTORS N VNXPI2,450$305,7850.05%
205SPDR SER TR78464A4096,090$305,1700.05%
206ALPHABET INCGOOG205$301,2680.05%
207CIGNA CORP NEW1255231001,776$300,8720.05%
208AMERICAN ELEC PWR CO INC0255371013,666$299,6220.05%
209SELECT SECTOR SPDR TR81369Y8524,845$287,7930.05%
210STRYKER CORPORATIONSYK1,375$286,5090.05%
211HOME DEPOT INCHD1,025$284,6530.05%
212FASTENAL COFAST6,069$273,6510.05%
213ISHARES TR4642874994,756$272,8990.05%
214INTUITIVE SURGICAL INCISRG380$269,6250.04%
215CSX CORPCSX3,465$269,1270.04%
216VANGUARD WORLD FDS92204A702855$266,2900.04%
217AMERICAN WTR WKS CO INC NEW0304201031,838$266,2890.04%
218PINNACLE WEST CAP CORPPNW3,565$265,7710.04%
219MARSH & MCLENNAN COS INC5717481022,310$264,9570.04%
220CBOE GLOBAL MARKETS INC12503M1083,000$263,2200.04%
221COGNEX CORPCGNX4,000$260,4000.04%
222BROWN FORMAN CORPBF-B3,455$260,2310.04%
223TESLA INCTSLA600$257,4060.04%
224SPDR SER TR78464A8134,178$254,3150.04%
225FISERV INCFISV2,450$252,4730.04%
226PAYPAL HLDGS INCPYPL1,274$251,0160.04%
227ROPER TECHNOLOGIES INCROP625$246,9440.04%
228SONOCO PRODS CO8354951024,797$244,9830.04%
229TRANSUNIONTRU2,875$241,8740.04%
230NUVEEN QUALITY MUNCP INCOMENU16,632$241,4970.04%
231ISHARES TR4642877621,059$240,6050.04%
232FISERV INCFISV2,275$234,4390.04%
233DANAHER CORPORATION2358511021,075$231,4800.04%
234ISHARES TR4642885132,758$231,3960.04%
235DOW INCDOW4,822$226,8750.04%
236FLEXSHARES TRFLEX2,770$225,6070.04%
237ISHARES INC46428687110,000$219,2000.04%
238XCEL ENERGY INCXELLL3,148$217,2430.04%
239NORTHERN TR CORPNTRSO2,762$215,3530.04%
240BCE INCBCPPF5,125$212,5340.04%
241ASML HOLDING N VASMLF575$212,3300.04%
242BALL CORPBALL2,534$210,6260.03%
243EDWARDS LIFESCIENCES CORPEW2,625$209,5280.03%
244HOME BANCSHARES INCHOMB13,448$203,8720.03%
245MOTOROLA SOLUTIONS INCMSI1,275$199,9330.03%
246FACTSET RESH SYS INC303075105591$197,9140.03%
247ISHARES TR464287309850$196,4180.03%
248UNILEVER N VUNLYF3,242$195,8170.03%
249DUPONT DE NEMOURS INCDD3,510$194,7350.03%
250JOHNSON & JOHNSONJNJ1,300$193,5440.03%
251CHURCH & DWIGHT INCCHD2,050$192,1060.03%
252IONIS PHARMACEUTICALS INCIONS4,000$189,8000.03%
253AVERY DENNISON CORPAVY1,468$187,6690.03%
254TARGET CORPTGT1,190$187,3300.03%
255INVESCO EXCHANGE TRADED FD TIVZ6,148$186,1000.03%
256FACEBOOK INCMETA708$185,4250.03%
257MOTOROLA SOLUTIONS INCMSI1,181$185,1930.03%
258SANOFISNYNF3,671$184,1740.03%
259VANGUARD BD INDEX FDS9219378272,199$182,6270.03%
260SPDR SER TR78464A7631,967$181,7510.03%
261FIDELITY NATL INFORMATION SV31620M1061,225$180,3320.03%
262ANTHEM INCELV668$179,4180.03%
263BEST BUY INCBBY1,612$179,3990.03%
264FEDEX CORPFDX703$176,8190.03%
265DISNEY WALT CO2546871061,425$176,8140.03%
266EXPEDITORS INTL WASH INC3021301091,940$175,6090.03%
267CENTENE CORP DELCNC3,000$174,9900.03%
268XILINX INC9839191011,678$174,9150.03%
269AUTOZONE INCAZO147$173,1130.03%
270SKYWORKS SOLUTIONS INCSWKS1,187$172,7090.03%
271NUVEEN AMT FREE QLTY MUN INCNU12,012$172,2520.03%
272HERSHEY COHSY1,200$172,0080.03%
273VANGUARD SCOTTSDALE FDS92206C4092,075$171,9140.03%
274MARSH & MCLENNAN COS INC5717481021,490$170,9030.03%
275NUCOR CORPNUE3,781$169,6160.03%
276SPDR SER TR78464A8701,520$169,3740.03%
277ISHARES TR464287689852$166,7450.03%
278TAIWAN SEMICONDUCTOR MFG LTD8740391002,050$166,1940.03%
279DTE ENERGY CODTK1,432$164,7370.03%
280SEMPRA ENERGYSREA1,380$163,3370.03%
281CME GROUP INCCME975$163,1270.03%
282TARGET CORPTGT1,036$163,0870.03%
283MOODYS CORPMCO555$160,8670.03%
284FIFTH THIRD BANCORPFITBM7,477$159,4100.03%
285CANADIAN NATL RY CO1363751021,480$157,5610.03%
286L3HARRIS TECHNOLOGIES INCLHX916$155,5730.03%
287ISHARES TR464287721515$155,0510.03%
288ADOBE SYSTEMS INCORPORATEDADBE315$154,4850.03%
289METLIFE INCMET-PF4,154$154,4040.03%
290REPUBLIC SVCS INC7607591001,650$154,0280.03%
291HUMANA INCHUM371$153,5530.03%
292VANGUARD INTL EQUITY INDEX F9220427753,025$152,6110.03%
293LULULEMON ATHLETICA INCLULU460$151,5100.03%
294SOUTH ST CORPSSB3,122$150,3240.02%
295SELECT SECTOR SPDR TR81369Y2091,425$150,3090.02%
296INVESCO EXCH TRADED FD TR IIIVZ4,553$150,2030.02%
297F N B CORP30252010122,000$149,1600.02%
298SELECT SECTOR SPDR TR81369Y3082,325$149,0330.02%
299WALGREENS BOOTS ALLIANCE INC9314271084,145$148,8880.02%
300LENNAR CORPLEN-B1,800$147,0240.02%
301SPDR SER TR78464A4744,655$146,0270.02%
302SYNOPSYS INCSNPS669$143,1530.02%
303ISHARES TR4642877135,250$142,8000.02%
304ACCENTURE PLC IRELANDACN630$142,3740.02%
305TAKEDA PHARMACEUTICAL CO LTDTKPHF7,898$140,9000.02%
306UNITEDHEALTH GROUP INCUNH450$140,2970.02%
307PFIZER INCPFE3,800$139,4600.02%
308PROCTER AND GAMBLE CO7427181091,000$138,9900.02%
309ARCHER DANIELS MIDLAND COADM2,948$137,0530.02%
310CORTEVA INCCTVA4,672$134,6000.02%
311REALTY INCOME CORPO2,208$134,1360.02%
312MCDONALDS CORPMCD600$131,6940.02%
313SELECT SECTOR SPDR TR81369Y407884$129,9300.02%
314PALO ALTO NETWORKS INCPANW529$129,4730.02%
315AKAMAI TECHNOLOGIES INCAKAM1,152$127,3420.02%
316CDW CORPCDW1,060$126,7020.02%
317WELLTOWER INCWELL2,290$126,1560.02%
318FLEXSHARES TRFLEX4,854$125,4760.02%
319SCHWAB STRATEGIC TR8085245082,250$124,8300.02%
320ADVANCED MICRO DEVICES INCAMD1,519$124,5430.02%
321STMICROELECTRONICS N VSTMEF4,000$122,7600.02%
322WISDOMTREE TRWT2,042$122,3160.02%
323AMPHENOL CORP NEW0320951011,118$121,0460.02%
324MATCH GROUP INC NEWMTCH1,083$119,8340.02%
325V F CORPVFC1,690$118,7230.02%
326LILLY ELI & COLLY800$118,4160.02%
327ISHARES TR46429B2674,229$118,2010.02%
328OMNICOM GROUP INCOMC2,350$116,3250.02%
329ROCKWELL AUTOMATION INCROK525$115,8570.02%
330JPMORGAN CHASE & COVYLD1,200$115,5240.02%
331WISDOMTREE TRWT5,480$115,5180.02%
332VANGUARD WORLD FDS92204A876892$115,1570.02%
333FACEBOOK INCMETA430$112,6170.02%
334CITIGROUP INCC-PR2,576$111,0510.02%
335THERMO FISHER SCIENTIFIC INCTMO249$109,9380.02%
336ISHARES TR464287440900$109,6380.02%
337EATON CORP PLCETN1,074$109,5800.02%
338COOPER COS INC216648402325$109,5640.02%
339GENERAL ELECTRIC COGE17,385$108,3090.02%
340INTUITIVE SURGICAL INCISRG150$106,4310.02%
341UNILEVER PLCUNLYF1,725$106,3980.02%
342HUMANA INCHUM250$103,4730.02%
343WALMART INCWMT730$102,1340.02%
344SELECT SECTOR SPDR TR81369Y3081,587$101,7270.02%
345TJX COS INC NEW8725401091,825$101,5610.02%
346RESMED INCRSMDF589$100,9720.02%
347SELECT SECTOR SPDR TR81369Y1001,576$100,2970.02%
348GILEAD SCIENCES INCGILD1,583$100,0300.02%
349PPL CORPPPLC3,638$98,9900.02%
350TEGNA INC87901J1058,349$98,1010.02%
351NEXTERA ENERGY INCNEE-PW350$97,1460.02%
352INVESCO EXCHANGE TRADED FD TIVZ570$96,0330.02%
353EQUIFAX INCEFX606$95,0810.02%
354VANGUARD BD INDEX FDS9219378191,017$95,0690.02%
355GALLAGHER ARTHUR J & CO363576109900$95,0220.02%
356ALIBABA GROUP HLDG LTDBBAAY320$94,0740.02%
357NUVEEN MUNICIPAL CREDIT INCNU6,324$92,9000.02%
358EXELON CORPEXC2,587$92,5110.02%
359INVESCO EXCH TRADED FD TR IIIVZ4,250$92,3950.02%
360DNP SELECT INCOME FD INC23325P1049,200$92,3680.02%
361VANGUARD WORLD FDS92204A504450$91,8000.02%
362ISHARES TR464288570715$91,4840.02%
363CHUBB LIMITEDCB785$91,1540.02%
364ZIONS BANCORPORATION N A9897011073,104$90,6990.02%
365OMEGA HEALTHCARE INVS INC6819361003,000$89,8200.01%
366VANGUARD INDEX FDS922908744856$89,4610.01%
367CNOOC LIMITED126132109930$89,3270.01%
368AUTODESK INCADSK383$88,4770.01%
369CAPITAL ONE FINL CORP14040H1051,225$88,0290.01%
370ENTERGY CORP NEWENO890$87,6920.01%
371KROGER COKR2,568$87,0810.01%
372SEACOAST BKG CORP FLASE4,829$87,0670.01%
373ISHARES TR464288802590$86,7830.01%
374SAP SESAPGF555$86,4750.01%
375ISHARES TR4642898832,300$85,4910.01%
376ISHARES TR4642871842,010$84,4200.01%
377SS&C TECHNOLOGIES HLDGS INCSSNC1,387$83,9410.01%
378COCA COLA COKO1,700$83,9290.01%
379JPMORGAN CHASE & COVYLD7,700$83,0060.01%
380GOLDMAN SACHS GROUP INCGSCE406$81,5940.01%
381WORTHINGTON INDS INCWOR2,000$81,5600.01%
382BAXTER INTL INC0718131091,000$80,4200.01%
383ALBEMARLE CORPALB-PA895$79,9060.01%
384VANGUARD INDEX FDS922908595370$79,5240.01%
385CMS ENERGY CORPCMS-PC1,287$79,0350.01%
386EMERSON ELEC COEMR1,200$78,6840.01%
387ISHARES TR464287457907$78,4650.01%
388M & T BK CORP55261F104840$77,3560.01%
389ISHARES TR464287739950$75,8480.01%
390NISOURCE INCNI3,444$75,7680.01%
391VANGUARD WORLD FDS92204A108320$75,0780.01%
392OGE ENERGY CORPOGE2,500$74,9750.01%
393MARRIOTT INTL INC NEW571903202804$74,4340.01%
394CROWN CASTLE INTL CORP NEWCCI445$74,0930.01%
395WASTE MGMT INC DEL94106L109652$73,7870.01%
396CHUBB LIMITEDCB628$72,9230.01%
397CARLISLE COS INC142339100595$72,8100.01%
398S&P GLOBAL INCSPGI200$72,1200.01%
399EQUITY RESIDENTIALEQR1,400$71,8620.01%
400LEGGETT & PLATT INCLEG1,724$70,9770.01%
401IDEXX LABS INC45168D104180$70,7600.01%
402VANGUARD INDEX FDS922908751460$70,7480.01%
403BANK MONTREAL QUE0636711011,200$70,0920.01%
404SELECT SECTOR SPDR TR81369Y704910$70,0520.01%
405VANGUARD INDEX FDS922908363226$69,5290.01%
406VANECK VECTORS ETF TR92189F726425$68,8840.01%
407ALIGN TECHNOLOGY INCALGN210$68,7460.01%
408ENBRIDGE INCENNPF2,339$68,2990.01%
409HCA HEALTHCARE INCHCA546$68,0750.01%
410ITT INCITT1,150$67,9080.01%
411GLAXOSMITHKLINE PLCGLAXF1,800$67,7520.01%
412XYLEM INCXYL800$67,2960.01%
413NATIONAL HEALTH INVS INC63633D1041,100$66,2970.01%
414HARTFORD FINL SVCS GROUP INCHIG-PG1,757$64,7630.01%
415AMCOR PLCAMCCF5,856$64,7090.01%
416CARDINAL HEALTH INCCAH1,370$64,3220.01%
4173M COMMM400$64,0720.01%
418BLACKROCK MUNIYILD QULT FD IBLK4,000$64,0400.01%
419COGNIZANT TECHNOLOGY SOLUTIOCTSH900$62,4780.01%
420BROOKFIELD INFRAST PARTNERSG162521011,311$62,4300.01%
421JOHNSON CTLS INTL PLCG515021051,493$60,9890.01%
422INTERNATIONAL BUSINESS MACHSINTR500$60,8350.01%
423IAC INTERACTIVECORP NEWIAC497$59,5310.01%
424TRAVELERS COMPANIES INCTRV543$58,7470.01%
425CRACKER BARREL OLD CTRY STOR22410J106512$58,7060.01%
426GARMIN LTDGRMN610$57,8650.01%
427ISHARES TR464287648258$57,1520.01%
428STANLEY BLACK & DECKER INCSWK350$56,7700.01%
429HINGHAM INSTN SVGS MASS433323102300$55,2000.01%
430VANGUARD MUN BD FDS9229077461,000$54,4400.01%
431SELECT SECTOR SPDR TR81369Y5061,810$54,2100.01%
432BLACKROCK MUNIHLDS INVSTM QLBLK4,000$53,6400.01%
433ACTIVISION BLIZZARD INC00507V109657$53,1840.01%
434SMUCKER J M CO832696405459$53,0240.01%
435KKR & CO INCKKRT1,536$52,7460.01%
436ISHARES TR464287622281$52,5890.01%
437HCI GROUP INCHCIIP1,063$52,3950.01%
438ROYAL BK CDA780087102746$52,3240.01%
439BLACKROCK MUNIYIELD QUALITYBLK4,000$52,3200.01%
440FRANKLIN RESOURCES INCBEN2,538$51,6480.01%
441INVESCO EXCH TRADED FD TR IIIVZ3,500$51,5550.01%
442AT&T INCT-PC1,800$51,3180.01%
443ISHARES TR46429B697800$50,9840.01%
444CHECK POINT SOFTWARE TECH LTM22465104420$50,5430.01%
445CINCINNATI FINL CORP172062101640$49,9010.01%
446FORTIVE CORPFTV650$49,5370.01%
447SNAP ON INCSNA333$48,9940.01%
448SOUTHWEST AIRLS CO8447411081,305$48,9380.01%
449DIGITAL RLTY TR INC253868103333$48,8710.01%
450EBAY INC.EBAY934$48,6610.01%
451HORMEL FOODS CORPHRL984$48,1080.01%
452ROYAL GOLD INCRGLD400$48,0680.01%
453EDWARDS LIFESCIENCES CORPEW600$47,8920.01%
454PARK NATL CORP700658107581$47,6190.01%
455AMEREN CORPAEE600$47,4480.01%
456STARBUCKS CORPSBUX550$47,2560.01%
457NUVEEN MUN HIGH INCOME OPPORNU3,500$47,2150.01%
458OSHKOSH CORPOSK634$46,5990.01%
459ISHARES TR464287101295$45,9400.01%
460GRAINGER W W INC384802104124$44,2390.01%
461DISCOVER FINL SVCS254709108763$44,0860.01%
462ALPHABET INCGOOG30$43,9680.01%
463ABBOTT LABSABLZF400$43,5320.01%
464INTUITINTU133$43,3860.01%
465GATX CORPGATX675$43,0310.01%
466COHEN & STEERS INCCNS765$42,6410.01%
467INGREDION INCINGR560$42,3810.01%
468BP PLCBPPFF2,406$42,0090.01%
469CHARTER COMMUNICATIONS INC N16119P10867$41,8310.01%
470ORACLE CORPORCL-PD700$41,7900.01%
471ADVENT CONVERTIBLE & INCOME00764C1093,000$41,4300.01%
472ALLIANCEBERNSTEIN HLDG L P01881G1061,528$41,3170.01%
473SERVICENOW INCNOW85$41,2250.01%
474SCHWAB STRATEGIC TR808524607600$40,9920.01%
475PIMCO ETF TR72201R833400$40,7840.01%
476NASDAQ INCNDAQ328$40,2490.01%
477INDEPENDENCE RLTY TR INC45378A1063,452$40,0090.01%
478VISA INCV200$39,9940.01%
479ALPS ETF TR00162Q8581,050$39,7010.01%
480FIDELITY NATL INFORMATION SV31620M106269$39,5990.01%
481MERCK & CO. INCMRK471$39,0690.01%
482YUM BRANDS INCYUM426$38,8940.01%
483INVESCO EXCH TRADED FD TR IIIVZ1,150$38,3530.01%
484LOCKHEED MARTIN CORPLMT100$38,3280.01%
485AGREE REALTY CORP008492100600$38,1840.01%
486BANK NEW YORK MELLON CORP0640581001,106$37,9800.01%
487ROYAL DUTCH SHELL PLC7802591071,563$37,8560.01%
488MDU RES GROUP INC5526901091,664$37,4400.01%
489NEW YORK CMNTY BANCORP INC6494451034,500$37,2150.01%
490TRANSDIGM GROUP INCTDG78$37,0590.01%
491VANGUARD WORLD FD921910725710$36,6360.01%
492BHP GROUP LTDBHPLF700$36,1970.01%
493WILLIAMS COS INC9694571001,842$36,1950.01%
494PRA GROUP INCPRAA900$35,9550.01%
495COUSINS PPTYS INC2227955021,241$35,4800.01%
496TRANE TECHNOLOGIES PLCTT292$35,4050.01%
497TOTAL SETTE1,030$35,3290.01%
498ABBVIE INCABBV400$35,0360.01%
499EATON VANCE SR FLTNG RTE TRETN3,000$34,8900.01%
500HENRY JACK & ASSOC INC426281101213$34,6320.01%