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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 0001420506-25-002814

Total Value
$528.0M
Positions
876
Other Managers
3
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY73,903$19.0M3.64%
2APPLE INCAAPL73,639$18.7M3.58%
3NEXTERA ENERGY INCNEE-PW65,332$15.7M3.01%
4AMAZON COM INCAMZN7,995$15.6M2.98%
5ISHARES TR46429B655305,801$14.9M2.85%
6MICROSOFT CORPMSFT87,712$13.8M2.65%
7HOME DEPOT INCHD63,476$11.9M2.27%
8SPDR SER TR78468R200379,538$11.2M2.13%
9JOHNSON & JOHNSONJNJ80,298$10.5M2.01%
10ALPHABET INCGOOG8,618$10.0M1.91%
11SPDR S&P MIDCAP 400 ETF TRMDY37,178$9.8M1.87%
12ISHARES TR464288646172,166$9.0M1.72%
13MCDONALDS CORPMCD47,493$7.9M1.50%
14PROCTER & GAMBLE CO74271810969,271$7.6M1.46%
15MASTERCARD INCMA29,973$7.2M1.38%
16INTEL CORPINTC131,909$7.1M1.37%
17AMGEN INCAMGN33,012$6.7M1.28%
18JPMORGAN CHASE & COVYLD70,040$6.3M1.21%
19VERIZON COMMUNICATIONS INCVZ116,773$6.3M1.20%
20BERKSHIRE HATHAWAY INC DELBRK-A32,021$5.9M1.12%
21ISHARES TR46428722648,142$5.6M1.06%
22HONEYWELL INTL INC43851610641,285$5.5M1.06%
23ISHARES TR46428780491,628$5.1M0.98%
24PEPSICO INCPEP42,304$5.1M0.97%
25VISA INCV31,402$5.1M0.97%
26ISHARES TR46428863891,481$5.0M0.96%
27DISNEY WALT CO25468710651,757$5.0M0.96%
28UNITED TECHNOLOGIES CORPUNTCW51,636$4.9M0.93%
29UNITEDHEALTH GROUP INCUNH18,914$4.7M0.90%
30BLACKROCK INCBLK10,703$4.7M0.90%
31CISCO SYS INCCSCO118,046$4.6M0.89%
32ABBOTT LABSABLZF58,432$4.6M0.88%
33WALMART INCWMT40,324$4.6M0.88%
34INVESCO EXCHANGE TRADED FD TIVZ53,926$4.5M0.87%
35AT&T INCT-PC153,025$4.5M0.85%
363M COMMM32,612$4.5M0.85%
37VANGUARD INDEX FDS92290862932,632$4.3M0.82%
38EXXON MOBIL CORPXOM106,186$4.0M0.77%
39CHEVRON CORP NEWCVX54,356$3.9M0.75%
40UNION PAC CORPUNP27,482$3.9M0.74%
41COCA COLA COKO87,185$3.9M0.74%
42VANGUARD TAX-MANAGED INTL FD921943858114,990$3.8M0.73%
43LILLY ELI & COLLY27,207$3.8M0.72%
44BRISTOL-MYERS SQUIBB COCELG-RI65,236$3.6M0.70%
45PHILIP MORRIS INTL INC71817210949,372$3.6M0.69%
46SPDR SER TR78468R408149,921$3.5M0.68%
47MERCK & CO. INCMRK45,803$3.5M0.67%
48GENUINE PARTS COGPC51,241$3.5M0.66%
49SALESFORCE COM INCCRM21,965$3.2M0.60%
50LOCKHEED MARTIN CORPLMT8,666$2.9M0.56%
51VANGUARD INTL EQUITY INDEX F92204285884,910$2.8M0.54%
52INTERNATIONAL BUSINESS MACHSINTR25,601$2.8M0.54%
53EMERSON ELEC COEMR56,047$2.7M0.51%
54CONSOLIDATED EDISON INCED33,996$2.7M0.51%
55NVIDIA CORPNVDA9,909$2.6M0.50%
56ABBVIE INCABBV32,966$2.5M0.48%
57SPDR SER TR78468R62225,909$2.5M0.47%
58CATERPILLAR INC DELCAT21,030$2.4M0.47%
59ISHARES TR46428717620,686$2.4M0.47%
60ALTRIA GROUP INCMO62,282$2.4M0.46%
61PFIZER INCPFE73,625$2.4M0.46%
62KIMBERLY CLARK CORPKMB18,455$2.4M0.45%
63PROSHARES TR74348A46738,832$2.2M0.43%
64SPDR DOW JONES INDL AVRG ETF78467X1099,986$2.2M0.42%
65BK OF AMERICA CORP060505104102,983$2.2M0.42%
66BOEING COBA-PA14,515$2.2M0.41%
67DUKE ENERGY CORP NEWDUKB26,016$2.1M0.40%
68ISHARES TR46428841418,054$2.0M0.39%
69COSTCO WHSL CORP NEW22160K1056,896$2.0M0.38%
70NORFOLK SOUTHERN CORP65584410813,225$1.9M0.37%
71WEC ENERGY GROUP INCWEC20,707$1.8M0.35%
72STRYKER CORPSYK10,475$1.7M0.33%
73PAYCHEX INCPAYX27,104$1.7M0.33%
74BERKSHIRE HATHAWAY INC DELBRK-A6$1.6M0.31%
75AIR PRODS & CHEMS INCAIIR8,059$1.6M0.31%
76WESTERN UN COWU88,321$1.6M0.31%
77ECOLAB INCECL10,214$1.6M0.30%
78INVESCO QQQ TRIVZ8,317$1.6M0.30%
79COHEN & STEERS QUALITY INCOM19247L106170,832$1.5M0.30%
80QUALCOMM INCQCOM22,588$1.5M0.29%
81ADOBE INCADBE4,743$1.5M0.29%
82BECTON DICKINSON & COBDX6,480$1.5M0.28%
83VANGUARD SPECIALIZED FUNDS92190884414,256$1.5M0.28%
84OSI ETF TR67110P40750,709$1.5M0.28%
85TJX COS INC NEW87254010929,097$1.4M0.27%
86ISHARES TR4642872005,313$1.4M0.26%
87AMERICAN EXPRESS COAXP15,682$1.3M0.26%
88VANGUARD BD INDEX FDS92193783515,685$1.3M0.26%
89VALERO ENERGY CORPVLO29,430$1.3M0.26%
90ILLINOIS TOOL WKS INC4523081098,930$1.3M0.24%
91CONSTELLATION BRANDS INCSTZ8,676$1.2M0.24%
92COLGATE PALMOLIVE COCL18,706$1.2M0.24%
93ISHARES TR46428868737,995$1.2M0.23%
94ACCENTURE PLC IRELANDACN7,288$1.2M0.23%
95VANECK VECTORS ETF TR92189H40922,471$1.2M0.22%
96DOMINION ENERGY INCD16,265$1.2M0.22%
97CUMMINS INCCMI8,395$1.1M0.22%
98SELECT SECTOR SPDR TR81369Y80313,835$1.1M0.21%
99ISHARES TR4642877059,970$1.1M0.21%
100STARBUCKS CORPSBUX15,842$1.0M0.20%
101AUTOMATIC DATA PROCESSING INADP7,486$1.0M0.20%
102MARATHON PETE CORPMARA41,380$977,3960.19%
103BERKLEY W R CORPWRB-PH18,023$940,2600.18%
104PRICE T ROWE GROUP INCTROW9,595$936,9520.18%
105ALPHABET INCGOOG789$917,4570.18%
106CLOROX CO DELCLX5,245$908,6960.17%
107SCHWAB CHARLES CORPSCHW-PJ26,970$906,7310.17%
108SPDR GOLD TRUSTGLD6,068$898,3670.17%
109ISHARES TR46428716812,060$886,8920.17%
110COMCAST CORP NEWCCZ25,581$879,4750.17%
111DIAGEO P L CDGEAF6,798$864,1620.17%
112ORACLE CORPORCL-PD17,835$861,9660.16%
113NUVEEN AMT FREE MUN CR INC FNU57,570$845,1280.16%
114CHURCH & DWIGHT INCCHD13,053$837,7420.16%
115GENERAL DYNAMICS CORPGD6,233$824,6880.16%
116ZOETIS INCZTS6,979$821,3590.16%
117US BANCORP DELUSB-PS23,823$820,7020.16%
118CONOCOPHILLIPSCOP26,214$807,3910.15%
119WELLS FARGO CO NEW94974610128,089$806,1540.15%
120BLACKSTONE GROUP INCBX17,655$804,5380.15%
121MONDELEZ INTL INC60920710515,878$795,1700.15%
122PARKER HANNIFIN CORPPH6,024$781,4940.15%
123SPDR SER TR78464A28414,085$770,7310.15%
124VANGUARD WHITEHALL FDS92194640610,727$758,9350.15%
125TRUIST FINL CORP89832Q10924,356$751,1390.14%
126ISHARES TR46428723421,677$739,8360.14%
127LPL FINL HLDGS INC50212V10013,416$730,2330.14%
128VANGUARD INDEX FDS9229085539,778$682,9930.13%
129SOUTHERN COSOMN12,588$681,5140.13%
130WEYERHAEUSER COWY40,073$679,2370.13%
131RAYTHEON CO7551115074,845$635,4220.12%
132NOVARTIS A GNVSEF7,609$627,3620.12%
133PHILLIPS 66PSX11,636$624,2710.12%
134SMITH A O CORPAOS16,340$617,8150.12%
135ISHARES TR4642876144,089$616,0080.12%
136VANGUARD INDEX FDS9229086116,576$583,9490.11%
137CRACKER BARREL OLD CTRY STOR22410J1066,624$551,2490.11%
138PUBLIC SVC ENTERPRISE GRP IN74457310612,250$550,1480.11%
139VANGUARD INDEX FDS9229087694,258$548,8990.10%
140AMERICAN TOWER CORP NEW03027X1002,511$546,7700.10%
141MORGAN STANLEYMS-PQ15,944$542,0960.10%
142PNC FINL SVCS GROUP INC6934751055,636$539,4780.10%
143BIOGEN INCBIIB1,686$533,4170.10%
144AFLAC INCAFL15,523$531,5080.10%
145VANGUARD MALVERN FDS92202080510,845$528,3680.10%
146LINDE PLCLIN3,049$527,4770.10%
147MEDTRONIC PLCMDT5,830$525,7490.10%
148SELECT SECTOR SPDR TR81369Y60525,148$523,5810.10%
149DEERE & CODE3,769$520,7250.10%
150ALLSTATE CORPALL-PJ5,650$518,2750.10%
151BROADCOM INCAVGO2,181$517,1150.10%
152ISHARES TR4642874659,618$514,1780.10%
153ISHARES TR46429B6637,003$501,0650.10%
154ISHARES TR4642874323,008$496,2300.09%
155BLACKROCK MUNIENHANCED FD INBLK44,650$475,9690.09%
156ISHARES TR4642875073,307$475,7450.09%
157SELECT SECTOR SPDR TR81369Y2095,243$464,4250.09%
158BAXTER INTL INC0718131095,715$464,0010.09%
159ISHARES TR4642876305,642$462,8130.09%
160NIKE INCNKE5,521$456,8080.09%
161ISHARES TR4642887603,130$450,2510.09%
162CORNING INCGLW21,903$449,8880.09%
163CVS HEALTH CORPCVS7,539$447,2890.09%
164MCCORMICK & CO INCMKC-V3,146$444,2470.08%
165BOSTON BEER INCSAM1,200$441,0720.08%
166MICROCHIP TECHNOLOGY INCMCHPP6,471$438,7340.08%
167ZIMMER BIOMET HOLDINGS INCZBH4,323$436,9690.08%
168VANGUARD INDEX FDS9229087362,753$431,3680.08%
169ISHARES TR4642876553,752$429,4540.08%
170UNITED PARCEL SERVICE INCUPS4,582$428,0500.08%
171INTERCONTINENTAL EXCHANGE IN45866F1045,220$421,5150.08%
172ISHARES TR4642872423,397$419,5630.08%
173NORTHROP GRUMMAN CORPNOC1,376$416,3090.08%
174PACKAGING CORP AMER6951561094,757$413,0500.08%
175AMERIPRISE FINL INC03076C1064,027$412,6870.08%
176PRUDENTIAL FINL INCPUKPF7,699$401,4260.08%
177APPLIED MATLS INC0382221058,753$401,0620.08%
178SCHWAB STRATEGIC TR8085247978,788$395,2840.08%
179SELECT SECTOR SPDR TR81369Y8866,987$387,1500.07%
180SYSCO CORPSYY8,471$386,5320.07%
181LOWES COS INC5486611074,437$381,8040.07%
182METLIFE INCMET-PF12,344$377,3560.07%
183BROWN FORMAN CORPBF-B7,305$375,3310.07%
184ANALOG DEVICES INCADI4,084$366,1310.07%
185VMWARE INC9285634022,900$351,1900.07%
186PPG INDS INC6935061074,018$335,9050.06%
187MONSTER BEVERAGE CORP NEWMNST5,960$335,3100.06%
188WALGREENS BOOTS ALLIANCE INC9314271087,187$328,8050.06%
189CIGNA CORP NEW1255231001,839$325,8340.06%
190DANAHER CORPORATION2358511022,334$323,0490.06%
191SHERWIN WILLIAMS COSHW671$308,3380.06%
192AMERICAN ELEC PWR CO INC0255371013,788$302,9640.06%
193TEXAS INSTRS INC8825081043,007$300,4900.06%
194LAM RESEARCH CORPLRCX1,243$298,3200.06%
195GENERAL MLS INC3703341045,626$296,8840.06%
196MICROSOFT CORPMSFT1,875$295,7060.06%
197BCE INCBCPPF7,175$293,1710.06%
198SONOCO PRODS CO8354951026,289$291,4950.06%
199ISHARES TR4642875982,930$290,5970.06%
200ISHARES TR4642874812,362$287,1960.05%
201ISHARES TR4642888101,265$285,0680.05%
202APPLE INCAAPL1,115$283,5330.05%
203PINNACLE WEST CAP CORPPNW3,715$281,5600.05%
204DOW INCDOW9,429$275,7040.05%
205CBOE GLOBAL MARKETS INC12503M1083,000$267,7500.05%
206INTUITINTU1,145$263,3500.05%
207ISHARES TR4642885133,383$260,7280.05%
208DIREXION SHS ETF TR25459Y2075,553$258,1470.05%
209FISERV INCFISV2,700$256,4730.05%
210ISHARES TR4642877393,601$250,5220.05%
211ISHARES TR4642874995,788$249,8680.05%
212DUPONT DE NEMOURS INCDD7,066$240,9510.05%
213ALPHABET INCGOOG205$238,3760.05%
214KLA CORPORATIONKLAC1,625$233,5780.04%
215SPDR SER TR78464A4096,533$233,4890.04%
216NUCOR CORPNUE6,364$229,2310.04%
217NUVEEN QUALITY MUNCP INCOMENU16,632$228,5240.04%
218CSX CORPCSX3,845$220,3190.04%
219UNITED RENTALS INCURI2,127$218,8680.04%
220ROPER TECHNOLOGIES INCROP698$217,6430.04%
221SPDR SER TR78464A8134,468$216,3850.04%
222VANGUARD BD INDEX FDS9219378272,598$213,5040.04%
223AMAZON COM INCAMZN109$212,5190.04%
224CENTERSTATE BK CORP15201P10912,222$210,5850.04%
225NORTHERN TR CORPNTRSO2,762$208,4210.04%
226FASTENAL COFAST6,667$208,3440.04%
227UNILEVER N VUNLYF4,217$205,7470.04%
228FISERV INCFISV2,150$204,2290.04%
229NXP SEMICONDUCTORS N VNXPI2,450$203,1790.04%
230VANGUARD INTL EQUITY INDEX F9220427754,922$201,9000.04%
231FACEBOOK INCMETA1,208$201,4940.04%
232MARSH & MCLENNAN COS INC5717481022,310$199,7230.04%
233ISHARES INC46428687110,000$199,4000.04%
234REALTY INCOME CORPO3,982$198,5430.04%
235HOME BANCSHARES INCHOMB16,548$198,4110.04%
236ROPER TECHNOLOGIES INCROP625$194,8810.04%
237MOTOROLA SOLUTIONS INCMSI1,461$194,1960.04%
238BROWN FORMAN CORPBF-B3,455$191,7870.04%
239ANTHEM INCELV843$191,3950.04%
240HOME DEPOT INCHD1,025$191,3780.04%
241ISHARES TR4642875561,770$190,7000.04%
242TRANSUNIONTRU2,875$190,2680.04%
243XCEL ENERGY INCXELLL3,148$189,8240.04%
244SEMPRA ENERGYSREA1,680$189,8230.04%
245IONIS PHARMACEUTICALS INCIONS4,000$189,1200.04%
246CORTEVA INCCTVA8,037$188,8700.04%
247INTUITIVE SURGICAL INCISRG380$188,1800.04%
248CHURCH & DWIGHT INCCHD2,875$184,5180.04%
249ROYAL DUTCH SHELL PLCRYDAF5,155$179,8580.03%
250GENERAL ELECTRIC COGE22,541$178,9760.03%
251CENTENE CORP DELCNC3,000$178,2300.03%
252AMERICAN WTR WKS CO INC NEW0304201031,463$174,9160.03%
253SPDR SER TR78464A7632,137$170,6610.03%
254JOHNSON & JOHNSONJNJ1,300$170,4690.03%
255MOTOROLA SOLUTIONS INCMSI1,275$169,4730.03%
256COGNEX CORPCGNX4,000$168,8800.03%
257L3HARRIS TECHNOLOGIES INCLHX920$165,7100.03%
258EDWARDS LIFESCIENCES CORPEW875$165,0430.03%
259MEDTRONIC PLCMDT1,825$164,5790.03%
260VANGUARD SCOTTSDALE FDS92206C4092,075$164,1330.03%
261BALL CORPBALL2,534$163,8480.03%
262CITIGROUP INCC-PR3,872$163,0890.03%
263NUVEEN AMT FREE QLTY MUN INCNU12,012$162,6420.03%
264FACTSET RESH SYS INC303075105623$162,4040.03%
265F N B CORP30252010122,000$162,1400.03%
266SANOFISNYNF3,671$160,4960.03%
267SPDR INDEX SHS FDS78463X8635,990$160,3520.03%
268HERSHEY COHSY1,200$159,0000.03%
269AVERY DENNISON CORPAVY1,548$157,6950.03%
270VANGUARD WORLD FDS92204A702735$155,7470.03%
271WISDOMTREE TRWT6,299$152,1840.03%
272INVESCO EXCHANGE TRADED FD TIVZ6,148$151,5800.03%
273ASML HOLDING N VASMLF575$150,4430.03%
274ISHARES TR464287762794$149,1130.03%
275LEGGETT & PLATT INCLEG5,588$149,0880.03%
276FIDELITY NATL INFORMATION SV31620M1061,225$149,0090.03%
277DANAHER CORPORATION2358511021,075$148,7910.03%
278PAYPAL HLDGS INCPYPL1,509$144,4720.03%
279LAS VEGAS SANDS CORPLVS3,375$143,3360.03%
280FLEXSHARES TRFLEX2,305$142,8390.03%
281SPDR SER TR78464A4744,655$140,8140.03%
282ENTERPRISE PRODS PARTNERS L2937921079,810$140,2830.03%
283DISNEY WALT CO2546871061,425$137,6550.03%
284INVESCO EXCHANGE-TRADED FD TIVZ4,553$136,6360.03%
285NEXTERA ENERGY PARTNERS LPNEE-PW3,175$136,5250.03%
286ALLERGAN PLCG0177J108770$136,3670.03%
287DTE ENERGY CODTK1,432$135,9970.03%
288BP PLCBPPFF5,551$135,3890.03%
289WISDOMTREE TRWT7,380$132,9880.03%
290V F CORPVFC2,450$132,4960.03%
291MCDONALDS CORPMCD800$132,2800.03%
292TEGNA INC87901J10512,126$131,6880.03%
293ISHARES TR464287689882$130,8270.03%
294XILINX INC9839191011,678$130,7830.03%
295ENTERGY CORP NEWENO1,390$130,6180.02%
296EXPEDITORS INTL WASH INC3021301091,940$129,4370.02%
297MARSH & MCLENNAN COS INC5717481021,490$128,8250.02%
298SOUTHWEST AIRLS CO8447411083,597$128,0890.02%
299ADOBE INCADBE400$127,2960.02%
300SELECT SECTOR SPDR TR81369Y2091,435$127,1120.02%
301UNILEVER PLCUNLYF2,512$127,0320.02%
302WISDOMTREE TRWT2,642$126,9480.02%
303FIFTH THIRD BANCORPFITBM8,523$126,5670.02%
304ISHARES TR464287309760$125,4380.02%
305CME GROUP INCCME725$125,3600.02%
306SELECT SECTOR SPDR TR81369Y3082,300$125,2810.02%
307AUTOZONE INCAZO147$124,3620.02%
308PFIZER INCPFE3,800$124,0320.02%
309REPUBLIC SVCS INC7607591001,650$123,8490.02%
310TAIWAN SEMICONDUCTOR MFG LTD8740391002,550$121,8650.02%
311TAKEDA PHARMACEUTICAL CO LTDTKPHF7,898$119,8920.02%
312FLEXSHARES TRFLEX4,854$119,3600.02%
313SKYWORKS SOLUTIONS INCSWKS1,333$119,1440.02%
314ISHARES TR46429B2674,229$118,4540.02%
315SELECT SECTOR SPDR TR81369Y8031,470$118,1440.02%
316MOODYS CORPMCO555$117,3830.02%
317EXELON CORPEXC3,176$116,9090.02%
318HUMANA INCHUM371$116,5010.02%
319FEDEX CORPFDX948$114,9540.02%
320CANADIAN NATL RY CO1363751021,480$114,8920.02%
321OGE ENERGY CORPOGE3,675$112,9330.02%
322HCA HEALTHCARE INCHCA1,249$112,2230.02%
323UNITEDHEALTH GROUP INCUNH450$112,2210.02%
324LILLY ELI & COLLY800$110,9760.02%
325VANGUARD BD INDEX FDS9219378191,235$110,3230.02%
326PROCTER & GAMBLE CO7427181091,000$110,0000.02%
327ISHARES TR464287440900$109,3320.02%
328VANGUARD WORLD FDS92204A876892$108,7620.02%
329JPMORGAN CHASE & COVYLD1,200$108,0360.02%
330TOTAL S.A.TTE2,894$107,7730.02%
331SELECT SECTOR SPDR TR81369Y1002,382$107,2850.02%
332VANGUARD MUN BD FD INC9229077462,000$105,8000.02%
333TARGET CORPTGT1,138$105,8000.02%
334SELECT SECTOR SPDR TR81369Y3081,942$105,7810.02%
335AKAMAI TECHNOLOGIES INCAKAM1,152$105,3960.02%
336WALMART INCWMT925$105,0990.02%
337PPL CORPPPLC4,255$105,0130.02%
338GOLDMAN SACHS GROUP INCGSCE676$104,5030.02%
339ROYAL DUTCH SHELL PLC7802591073,187$104,0870.02%
340SPDR SER TR78464A8701,340$103,7700.02%
341GILEAD SCIENCES INCGILD1,383$103,3930.02%
342SPDR INDEX SHS FDS78463X4592,150$103,0710.02%
343ARCHER DANIELS MIDLAND COADM2,910$102,3740.02%
344PEOPLES BANCORP INCPEBO4,590$101,6690.02%
345MARRIOTT INTL INC NEW5719032021,335$99,8710.02%
346CDW CORPCDW1,060$98,8660.02%
347EQUITY RESIDENTIALEQR1,600$98,7360.02%
348SELECT SECTOR SPDR TR81369Y407995$97,5900.02%
349IDEXX LABS INC45168D104400$96,8960.02%
350CNOOC LIMITED126132109930$96,2270.02%
351AMERICAN INTL GROUP INC0268747843,942$95,5940.02%
352SCHWAB STRATEGIC TR8085245082,250$94,8600.02%
353ALIBABA GROUP HLDG LTDBBAAY485$94,3230.02%
354BANK NOVA SCOTIA B C0641491072,323$94,3140.02%
355PALO ALTO NETWORKS INCPANW562$92,1460.02%
356VANGUARD INDEX FDS922908751794$91,6590.02%
357IAC INTERACTIVECORPIAC504$90,3320.02%
358DNP SELECT INCOME FD23325P1049,200$90,0680.02%
359NUVEEN MUNICIPAL CREDIT INCNU6,324$88,9790.02%
360CROWN CASTLE INTL CORP NEWCCI605$87,3620.02%
361INVESCO EXCHANGE-TRADED FD TIVZ4,250$86,9550.02%
362M & T BK CORP55261F104840$86,8810.02%
363RESMED INCRSMDF589$86,7540.02%
364CAPITAL ONE FINL CORP14040H1051,712$86,3190.02%
365SYNOPSYS INCSNPS669$86,1610.02%
366NISOURCE INCNI3,444$85,9970.02%
367BEST BUY INCBBY1,500$85,5000.02%
368STMICROELECTRONICS N VSTMEF4,000$85,4800.02%
369DISCOVER FINL SVCS2547091082,363$84,2880.02%
370EATON CORP PLCETN1,074$83,4390.02%
371ISHARES TR4642898832,465$83,2680.02%
372STRYKER CORPSYK500$83,2450.02%
373ZIONS BANCORPORATION N A9897011073,104$83,0630.02%
374NIKE INCNKE1,000$82,7400.02%
375CEDAR FAIR L P1501851064,500$82,5300.02%
376AMPHENOL CORP NEW0320951011,118$81,4800.02%
377BAXTER INTL INC0718131091,000$81,1900.02%
378WELLTOWER INCWELL1,761$80,6190.02%
379WESTERN ASSET HGH YLD DFNDFDHYI6,470$79,7750.02%
380OMEGA HEALTHCARE INVS INC6819361003,000$79,6200.02%
381ROCKWELL AUTOMATION INCROK525$79,2280.02%
382ISHARES TR464287457907$78,6100.02%
383HUMANA INCHUM250$78,5050.02%
384ISHARES TR464288570805$78,3990.01%
385WISDOMTREE TRWT2,428$78,3030.01%
386CHUBB LIMITEDCB698$77,9600.01%
387KROGER COKR2,568$77,3480.01%
388LULULEMON ATHLETICA INCLULU407$77,1470.01%
389CMS ENERGY CORPCMS-PC1,287$75,6110.01%
390ISHARES TR4642871842,010$75,4550.01%
391COCA COLA COKO1,700$75,2250.01%
392VANGUARD WORLD FDS92204A504450$74,7410.01%
393CARLISLE COS INC142339100595$74,5420.01%
394INTUITIVE SURGICAL INCISRG150$74,2820.01%
395TRAVELERS COMPANIES INCTRV743$73,8170.01%
396ISHARES TR464288802670$73,5460.01%
397GALLAGHER ARTHUR J & CO363576109900$73,3590.01%
398FLEXSHARES TRFLEX1,910$72,8670.01%
399EQUIFAX INCEFX606$72,3870.01%
400SELECT SECTOR SPDR TR81369Y8521,630$72,1110.01%
401FACEBOOK INCMETA430$71,7240.01%
402THERMO FISHER SCIENTIFIC INCTMO249$70,6160.01%
403JPMORGAN CHASE & COVYLD7,700$69,5310.01%
404LENNAR CORPLEN-B1,800$68,7600.01%
405EOG RES INCEOG1,900$68,2480.01%
406GLAXOSMITHKLINE PLCGLAXF1,800$68,2020.01%
407VANECK VECTORS ETF TR92189F726525$67,2000.01%
408ALIBABA GROUP HLDG LTDBBAAY344$66,9010.01%
409SELECT SECTOR SPDR TR81369Y7041,127$66,5040.01%
410WASTE MGMT INC DEL94106L109713$65,9950.01%
411CARDINAL HEALTH INCCAH1,370$65,6780.01%
412ENERGY TRANSFER LPET-PI14,263$65,6100.01%
413CINTAS CORPCTAS375$64,9580.01%
414ISHARES TR464287721315$64,3830.01%
415SELECT SECTOR SPDR TR81369Y5062,190$63,6410.01%
416INVESCO EXCHANGE TRADED FD TIVZ570$63,5990.01%
417FORTIVE CORPFTV1,149$63,4130.01%
418ZIMMER BIOMET HOLDINGS INCZBH625$63,1750.01%
419FLEXSHARES TRFLEX2,800$63,0840.01%
420OCCIDENTAL PETE CORP6745991055,431$62,8910.01%
421TESLA INCTSLA120$62,8800.01%
422HARTFORD FINL SVCS GROUP INCHIG-PG1,757$61,9170.01%
423SS&C TECHNOLOGIES HLDGS INCSSNC1,387$60,7780.01%
424VANGUARD WORLD FDS92204A4051,195$60,6100.01%
425GENERAL MTRS CO37045V1002,866$59,5550.01%
426BLACKROCK MUNIYIELD MICH QUABLK4,000$58,2000.01%
427OMNICOM GROUP INCOMC1,058$58,0840.01%
428EMERSON ELEC COEMR1,200$57,1800.01%
429SMUCKER J M CO832696405509$56,4990.01%
430VANGUARD INDEX FDS922908595375$56,3630.01%
431SAP SESAPGF504$55,6920.01%
432GRAINGER W W INC384802104224$55,6640.01%
433INTERNATIONAL BUSINESS MACHSINTR500$55,4650.01%
434DIGITAL RLTY TR INC253868103399$55,4250.01%
435ENBRIDGE INCENNPF1,887$54,8930.01%
436ALIGN TECHNOLOGY INCALGN314$54,6200.01%
4373M COMMM400$54,6040.01%
438HUNTINGTON BANCSHARES INCHBANP6,641$54,5230.01%
439NATIONAL HEALTH INVS INC63633D1041,100$54,4720.01%
440AUTODESK INCADSK348$54,3230.01%
441KINDER MORGAN INC DELEP-PC3,870$53,8700.01%
442VANGUARD INDEX FDS922908363226$53,5210.01%
443WORTHINGTON INDS INCWOR2,000$52,5000.01%
444AT&T INCT-PC1,800$52,4700.01%
445BLACKROCK MUNIHLDS INVSTM QLBLK4,000$52,3200.01%
446ITT INCITT1,150$52,1640.01%
447XYLEM INCXYL800$52,1040.01%
448ROYAL BK CDA780087102843$51,8870.01%
449NVR INCNVR20$51,3820.01%
450CHECK POINT SOFTWARE TECH LTM22465104500$50,2700.01%
451CINCINNATI FINL CORP172062101664$50,0990.01%
452BLACKROCK MUNIYIELD QUALITYBLK4,000$49,4000.01%
453FRANKLIN RESOURCES INCBEN2,943$49,1190.01%
454S&P GLOBAL INCSPGI200$49,0100.01%
455HSBC HLDGS PLCHBCYF1,725$48,3170.01%
456KKR & CO INCKKRT2,047$48,0430.01%
457BROOKFIELD INFRAST PARTNERSG162521011,311$47,1570.01%
458GARMIN LTDGRMN625$46,8500.01%
459VANGUARD WORLD FDS92204A108320$46,5120.01%
460TARGET CORPTGT500$46,4850.01%
461ISHARES U S ETF TR46431W507958$46,4530.01%
462AGREE REALTY CORP008492100750$46,4250.01%
463INVESCO EXCHANGE-TRADED FD TIVZ3,500$46,0600.01%
464HORMEL FOODS CORPHRL984$45,8940.01%
465BANK NEW YORK MELLON CORP0640581001,344$45,2660.01%
466PARK NATL CORP700658107581$45,1090.01%
467AMEREN CORPAEE600$43,6980.01%
468NUVEEN MUN HIGH INCOME OPPORNU3,500$43,5750.01%
469HINGHAM INSTN SVGS MASS433323102300$43,4970.01%
470ISHARES TR46429B697800$43,2080.01%
471HCI GROUP INCHCIIP1,063$42,7860.01%
472INGREDION INCINGR560$42,2800.01%
473NEW YORK CMNTY BANCORP INC6494451034,500$42,2550.01%
474GATX CORPGATX675$42,2280.01%
475COGNIZANT TECHNOLOGY SOLUTIOCTSH900$41,8230.01%
476ISHARES TR464287648258$40,8080.01%
477JOHNSON CTLS INTL PLCG515021051,493$40,2510.01%
478STANLEY BLACK & DECKER INCSWK400$40,0000.01%
479ISHARES TR464287622281$39,7700.01%
480PIMCO ETF TR72201R833400$39,5920.01%
481WISDOMTREE TRWT770$39,4550.01%
482LEGG MASON INC524901105800$39,0800.01%
483ACTIVISION BLIZZARD INC00507V109657$39,0780.01%
484HOLLYFRONTIER CORP4361061081,580$38,7260.01%
485ROSS STORES INCROST445$38,7020.01%
486MANULIFE FINL CORP56501R1063,078$38,5980.01%
487EDWARDS LIFESCIENCES CORPEW200$37,7240.01%
488EDISON INTL281020107683$37,4220.01%
489DELTA AIR LINES INC DELDAL1,300$37,0890.01%
490CIGNA CORP NEW125523100207$36,6760.01%
491ALBEMARLE CORPALB-PA648$36,5280.01%
492MAGELLAN MIDSTREAM PRTNRS LP5590801061,000$36,4900.01%
493NUVEEN PFD & INCM SECURTIESNU5,019$36,4380.01%
494COUSINS PPTYS INC2227955021,241$36,3240.01%
495MERCK & CO. INCMRK471$36,2390.01%
496SNAP ON INCSNA333$36,2370.01%
497MAXIM INTEGRATED PRODS INC57772K101745$36,2140.01%
498STARBUCKS CORPSBUX550$36,1570.01%
499MDU RES GROUP INC5526901091,664$35,7760.01%
500INVESCO EXCHANGE-TRADED FD TIVZ1,150$35,5350.01%