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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 Q4 2025 · Filed January 30, 2026 · Accession 0001420506-26-000112

Total Value
$1.13B
Positions
819
Other Managers
3
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL244,751$66.5M5.95%
2NVIDIA CORPORATIONNVDA318,722$59.4M5.31%
3SPDR S&P 500 ETF TRSPY61,602$42.0M3.76%
4ALPHABET INCGOOG122,738$38.4M3.43%
5MICROSOFT CORPMSFT73,276$35.4M3.17%
6AMAZON COM INCAMZN131,450$30.3M2.71%
7VANGUARD INDEX FDS92290836337,291$23.4M2.09%
8ELI LILLY & COLLY20,447$22.0M1.96%
9JPMORGAN CHASE & CO.VYLD64,939$20.9M1.87%
10ISHARES TR46428720029,066$19.9M1.78%
11HOME DEPOT INCHD47,027$16.2M1.45%
12INVESCO EXCHANGE TRADED FD TIVZ74,543$14.3M1.28%
13VANGUARD INDEX FDS92290876942,454$14.2M1.27%
14NEXTERA ENERGY INCNEE-PW176,326$14.2M1.27%
15ISHARES TR464288646265,759$14.1M1.26%
16ISHARES TR464287226135,527$13.5M1.21%
17MASTERCARD INCORPORATEDMA23,497$13.4M1.20%
18COSTCO WHSL CORP NEW22160K10515,537$13.4M1.20%
19BLACKROCK INCBLK11,992$12.8M1.15%
20ISHARES TR464288638238,146$12.8M1.15%
21SPDR S&P MIDCAP 400 ETF TRMDY20,814$12.6M1.12%
22JOHNSON & JOHNSONJNJ58,037$12.0M1.07%
23INVESCO QQQ TRIVZ19,249$11.8M1.06%
24WALMART INCWMT105,493$11.8M1.05%
25ISHARES TR46428780494,065$11.3M1.01%
26VISA INCV31,573$11.1M0.99%
27CATERPILLAR INCCAT18,711$10.7M0.96%
28ISHARES TR464287507160,155$10.6M0.95%
29BERKSHIRE HATHAWAY INC DELBRK-A20,717$10.4M0.93%
30AMGEN INCAMGN31,398$10.3M0.92%
31MCDONALDS CORPMCD33,018$10.1M0.90%
32PROCTER AND GAMBLE CO74271810966,751$9.6M0.86%
33BROADCOM INCAVGO27,637$9.6M0.86%
34VANGUARD INDEX FDS92290862931,980$9.3M0.83%
35SPDR SERIES TRUST78468R408353,539$9.0M0.80%
36CHEVRON CORP NEWCVX55,591$8.5M0.76%
37ISHARES TR46432F84284,268$7.5M0.67%
38BLACKSTONE INCBX48,855$7.5M0.67%
39EXXON MOBIL CORPXOM56,965$6.9M0.61%
40VANGUARD TAX-MANAGED FDS921943858108,863$6.8M0.61%
41AMERICAN EXPRESS COAXP18,105$6.7M0.60%
42TAIWAN SEMICONDUCTOR MFG LTD87403910021,480$6.5M0.58%
43ARISTA NETWORKS INCANET48,728$6.4M0.57%
44BERKSHIRE HATHAWAY INC DELBRK-A8$6.0M0.54%
45ABBOTT LABSABLZF47,719$6.0M0.53%
46CISCO SYS INCCSCO74,228$5.7M0.51%
47INTERNATIONAL BUSINESS MACHSINTR19,290$5.7M0.51%
48NETFLIX INCNFLX59,612$5.6M0.50%
49UNION PAC CORPUNP23,755$5.5M0.49%
50ABBVIE INCABBV24,049$5.5M0.49%
51QUANTA SVCS INC74762E10212,947$5.5M0.49%
52META PLATFORMS INCMETA8,107$5.4M0.48%
53ORACLE CORPORCL-PD27,403$5.3M0.48%
54ALPHABET INCGOOG15,346$4.8M0.43%
55PROSHARES TR74348A46746,174$4.8M0.43%
56SELECT SECTOR SPDR TR81369Y80332,750$4.7M0.42%
57HONEYWELL INTL INC43851610623,660$4.6M0.41%
58T-MOBILE US INCTMUSZ21,516$4.4M0.39%
59PEPSICO INCPEP30,234$4.3M0.39%
60PHILIP MORRIS INTL INC71817210925,191$4.0M0.36%
61MERCK & CO INCMRK37,921$4.0M0.36%
62STRYKER CORPORATIONSYK11,283$4.0M0.35%
63DUKE ENERGY CORP NEWDUKB33,344$3.9M0.35%
64ISHARES INC46434G76453,259$3.9M0.35%
65SALESFORCE INCCRM14,573$3.9M0.35%
66EMERSON ELEC COEMR28,593$3.8M0.34%
67RTX CORPORATIONRTX20,104$3.7M0.33%
68COCA COLA COKO52,725$3.7M0.33%
69APPLIED MATLS INC03822210513,771$3.5M0.32%
70SPDR DOW JONES INDL AVERAGE78467X1097,272$3.5M0.31%
71MORGAN STANLEYMS-PQ19,026$3.4M0.30%
72CUMMINS INCCMI6,551$3.3M0.30%
73BERKLEY W R CORPWRB-PH47,276$3.3M0.30%
74BANK AMERICA CORP06050510459,992$3.3M0.29%
75VANGUARD INDEX FDS9229087366,748$3.3M0.29%
76GENUINE PARTS COGPC26,390$3.2M0.29%
77PARKER-HANNIFIN CORPPH3,635$3.2M0.29%
78VANGUARD SPECIALIZED FUNDS92190884414,288$3.1M0.28%
79WASTE MGMT INC DEL94106L10913,387$2.9M0.26%
80ISHARES TR46428841427,189$2.9M0.26%
81VANGUARD BD INDEX FDS92193782736,919$2.9M0.26%
82LPL FINL HLDGS INC50212V1007,883$2.8M0.25%
83LOCKHEED MARTIN CORPLMT5,775$2.8M0.25%
84PALO ALTO NETWORKS INCPANW14,968$2.8M0.25%
85ALLSTATE CORPALL-PJ12,804$2.7M0.24%
86AMERIPRISE FINL INC03076C1065,396$2.6M0.24%
87QUALCOMM INCQCOM15,374$2.6M0.24%
88TJX COS INC NEW87254010916,919$2.6M0.23%
89SOUTHERN COSOMN29,422$2.6M0.23%
90SCHWAB STRATEGIC TR80852479792,078$2.5M0.23%
91ISHARES TR4642876145,191$2.5M0.22%
92PAYCHEX INCPAYX21,856$2.5M0.22%
93UNITED RENTALS INCURI2,932$2.4M0.21%
943M COMMM14,665$2.3M0.21%
95UNITEDHEALTH GROUP INCUNH7,043$2.3M0.21%
96SHELL PLCRYDAF31,381$2.3M0.21%
97TRANE TECHNOLOGIES PLCTT5,862$2.3M0.20%
98PHILLIPS 66PSX17,389$2.2M0.20%
99CONSOLIDATED EDISON INCED22,502$2.2M0.20%
100VERIZON COMMUNICATIONS INCVZ54,561$2.2M0.20%
101CONSTELLATION ENERGY CORPCEG5,958$2.1M0.19%
102SCHWAB CHARLES CORPSCHW-PJ20,078$2.0M0.18%
103VALERO ENERGY CORPVLO12,147$2.0M0.18%
104WEC ENERGY GROUP INCWEC18,086$1.9M0.17%
105AUTOMATIC DATA PROCESSING INADP7,354$1.9M0.17%
106QUEST DIAGNOSTICS INCDGX10,879$1.9M0.17%
107ISHARES TR46428770514,036$1.8M0.17%
108AON PLCAON5,200$1.8M0.16%
109NORFOLK SOUTHN CORP6558441086,341$1.8M0.16%
110SPDR SERIES TRUST78468R62218,576$1.8M0.16%
111BRISTOL-MYERS SQUIBB COCELG-RI33,084$1.8M0.16%
112FIDELITY NATL INFORMATION SV31620M10626,669$1.8M0.16%
113AIR PRODS & CHEMS INCAIIR7,041$1.7M0.16%
114ANALOG DEVICES INCADI6,326$1.7M0.15%
115TOLL BROTHERS INCTOL12,630$1.7M0.15%
116ALPS ETF TR00162Q38729,423$1.7M0.15%
117WELLS FARGO CO NEW94974610118,169$1.7M0.15%
118ISHARES TR46428716811,968$1.7M0.15%
119MARVELL TECHNOLOGY INCMRVL19,861$1.7M0.15%
120KROGER COKR26,998$1.7M0.15%
121CSX CORPCSX46,512$1.7M0.15%
122ADVANCED MICRO DEVICES INCAMD7,808$1.7M0.15%
123VANGUARD INDEX FDS9229087448,744$1.7M0.15%
124JACOBS SOLUTIONS INCJ12,444$1.6M0.15%
125DICKS SPORTING GOODS INC2533931028,267$1.6M0.15%
126GE AEROSPACE3696043015,272$1.6M0.15%
127DUPONT DE NEMOURS INCDD40,237$1.6M0.14%
128PRUDENTIAL FINL INCPUKPF14,123$1.6M0.14%
129MCKESSON CORPMCK1,933$1.6M0.14%
130TEXAS INSTRS INC8825081048,987$1.6M0.14%
131AUTOZONE INCAZO454$1.5M0.14%
132DEERE & CODE3,285$1.5M0.14%
133NICOLET BANKSHARES INCNIC12,578$1.5M0.14%
134ILLINOIS TOOL WKS INC4523081096,137$1.5M0.14%
135ECOLAB INCECL5,637$1.5M0.13%
136KIMCO RLTY CORP49446R10972,687$1.5M0.13%
137ALTRIA GROUP INCMO25,515$1.5M0.13%
138ACCENTURE PLC IRELANDACN5,369$1.4M0.13%
139FINWARD BANCORPFNWD40,430$1.4M0.13%
140NORTHROP GRUMMAN CORPNOC2,445$1.4M0.12%
141CORNING INCGLW15,819$1.4M0.12%
142SPDR SERIES TRUST78464A40912,599$1.3M0.12%
143UNITED PARCEL SERVICE INCUPS12,857$1.3M0.11%
144VANGUARD BD INDEX FDS92193781916,310$1.3M0.11%
145GOLDMAN SACHS GROUP INCGSCE1,418$1.2M0.11%
146VANGUARD BD INDEX FDS92193783516,765$1.2M0.11%
147BLACKSTONE SECD LENDING FDBX47,000$1.2M0.11%
148COLGATE PALMOLIVE COCL15,251$1.2M0.11%
149OREILLY AUTOMOTIVE INC67103H10713,136$1.2M0.11%
150CAPITAL ONE FINL CORP14040H1054,917$1.2M0.11%
151APPLE INCAAPL4,310$1.2M0.10%
152CHIPOTLE MEXICAN GRILL INCCMG30,186$1.1M0.10%
153WORLD GOLD TRGLDW13,063$1.1M0.10%
154LINDE PLCLIN2,613$1.1M0.10%
155ISHARES TR4642876554,500$1.1M0.10%
156GENERAL DYNAMICS CORPGD3,213$1.1M0.10%
157PFIZER INCPFE43,245$1.1M0.10%
158ADOBE INCADBE3,047$1.1M0.10%
159CHURCH & DWIGHT CO INCCHD12,671$1.1M0.09%
160INTUITIVE SURGICAL INCISRG1,870$1.1M0.09%
161ISHARES TR46429B6638,425$1.0M0.09%
162CONOCOPHILLIPSCOP10,891$1.0M0.09%
163ASTRAZENECA PLCAZN11,020$1.0M0.09%
164NXP SEMICONDUCTORS N VNXPI4,654$1.0M0.09%
165KLA CORPKLAC830$1.0M0.09%
166DISNEY WALT CO2546871068,807$1.0M0.09%
167SYSCO CORPSYY13,485$993,7100.09%
168SHERWIN WILLIAMS COSHW2,937$951,6760.09%
169NVIDIA CORPORATIONNVDA5,000$932,5000.08%
170ROPER TECHNOLOGIES INCROP2,079$925,4250.08%
171SPDR GOLD TRGLD2,322$920,2320.08%
172AT&T INCT-PC36,760$913,1180.08%
173ELI LILLY & COLLY848$911,3290.08%
174ALPHABET INCGOOG2,850$894,3300.08%
175VANGUARD INDEX FDS9229087513,453$890,7010.08%
176BARRICK MNG CORP06849F10820,365$886,8960.08%
177DOMINION ENERGY INCD15,011$879,4940.08%
178LOWES COS INC5486611073,638$877,3400.08%
179ISHARES TR46428868726,937$833,9700.07%
180LAM RESEARCH CORPLRCX4,812$823,7180.07%
181ISHARES TR4642874658,496$815,8710.07%
182NUCOR CORPNUE5,000$815,5500.07%
183ELECTRONIC ARTS INCEA3,982$813,6420.07%
184THERMO FISHER SCIENTIFIC INCTMO1,372$795,0050.07%
185VANGUARD WHITEHALL FDS9219464065,497$788,9290.07%
186VANGUARD INDEX FDS9229086523,768$787,9640.07%
187SPDR SERIES TRUST78464A50813,669$776,5360.07%
188KIMBERLY-CLARK CORPKMB7,677$774,5330.07%
189MICROSOFT CORPMSFT1,600$773,7920.07%
190NUVEEN AMT FREE MUN CR INC FNU61,033$772,6780.07%
191VANGUARD INDEX FDS9229086113,565$755,0310.07%
192CBOE GLOBAL MKTS INC12503M1083,000$753,0000.07%
193VANGUARD SCOTTSDALE FDS92206C4099,359$746,1930.07%
194MARRIOTT INTL INC NEW5719032022,371$735,5790.07%
195MOTOROLA SOLUTIONS INCMSI1,918$735,2080.07%
196BECTON DICKINSON & COBDX3,785$734,5550.07%
197S&P GLOBAL INCSPGI1,392$727,4450.07%
198ISHARES TR4642874997,531$725,0090.06%
199CARRIER GLOBAL CORPORATIONCARR13,572$717,1440.06%
200VANGUARD INDEX FDS9229085538,061$713,3180.06%
201SELECT SECTOR SPDR TR81369Y60513,014$712,7770.06%
202YUM BRANDS INCYUM4,653$703,9060.06%
203PACKAGING CORP AMER6951561093,394$699,9450.06%
204SELECT SECTOR SPDR TR81369Y2094,501$696,7550.06%
205DANAHER CORPORATION2358511023,020$691,3380.06%
206EXELON CORPEXC15,062$656,5530.06%
207GE VERNOVA INCGEV1,002$654,8770.06%
208BOSTON SCIENTIFIC CORPBSX6,839$652,0990.06%
209MEDTRONIC PLCMDT6,740$647,4440.06%
210SELECT SECTOR SPDR TR81369Y8525,409$636,7470.06%
211GALLAGHER ARTHUR J & CO3635761092,458$636,1060.06%
212AMPHENOL CORP NEW0320951014,706$635,9690.06%
213VANGUARD MUN BD FDS92290774612,285$617,8130.06%
214ISHARES TR4642871765,512$605,8240.05%
215ISHARES TR4642876303,305$598,8990.05%
216AMERICAN TOWER CORP NEW03027X1003,398$596,5870.05%
217ISHARES TR4642887602,777$596,1940.05%
218INTERCONTINENTAL EXCHANGE IN45866F1043,666$593,7450.05%
219HCA HEALTHCARE INCHCA1,256$586,3760.05%
220VANGUARD INTL EQUITY INDEX F92204285810,803$580,7690.05%
221ISHARES TR4642874326,627$577,6090.05%
222PNC FINL SVCS GROUP INC6934751052,766$577,3470.05%
223VANGUARD WORLD FD92204A702750$565,3350.05%
224ASML HOLDING N VASMLF524$560,6070.05%
225NIKE INCNKE8,684$553,2580.05%
226VANGUARD MALVERN FDS92202080511,120$549,9950.05%
227GE HEALTHCARE TECHNOLOGIES IGEHC6,622$543,1360.05%
228ZOETIS INCZTS4,267$536,8740.05%
229PUBLIC SVC ENTERPRISE GRP IN7445731066,664$535,1190.05%
230AXON ENTERPRISE INCAXON936$531,5820.05%
231INTEL CORPINTC14,214$524,4970.05%
232MONDELEZ INTL INC6092071059,712$522,7970.05%
233QNITY ELECTRONICS INCQ6,352$518,6410.05%
234TARGA RES CORPTRGP2,779$512,7260.05%
235ISHARES TR4642888108,104$503,6640.05%
236FASTENAL COFAST12,526$502,6680.04%
237MICROCHIP TECHNOLOGY INC.MCHPP7,635$486,5020.04%
238VANGUARD INDEX FDS9229085951,595$481,8650.04%
239INTUITINTU712$471,6430.04%
240THE CIGNA GROUP1255231001,708$470,0930.04%
241FIRST TR EXCHANGE TRADED FD33734X8466,568$469,2840.04%
242META PLATFORMS INCMETA705$465,3630.04%
243SERVICENOW INCNOW3,004$460,1830.04%
244AMERICAN ELEC PWR CO INC0255371013,961$456,7430.04%
245VANECK ETF TRUST92189H4098,867$453,2810.04%
246ISHARES TR4642874813,248$444,7810.04%
247SELECT SECTOR SPDR TR81369Y1009,420$427,1970.04%
248EATON CORP PLCETN1,335$425,2110.04%
249MCCORMICK & CO INCMKC-V6,218$423,5080.04%
250TESLA INCTSLA936$420,9380.04%
251SEAGATE TECHNOLOGY HLDNGS PLSE1,526$420,2450.04%
252SPDR SERIES TRUST78468R8538,862$415,2730.04%
253AFLAC INCAFL3,640$401,3830.04%
254ISHARES TR4642872423,601$396,7940.04%
255ISHARES TR4642873093,205$395,0480.04%
256SELECT SECTOR SPDR TR81369Y5068,774$392,2860.04%
257MARSH & MCLENNAN COS INC5717481022,091$387,9220.03%
258VANGUARD SCOTTSDALE FDS92206C7066,410$384,1510.03%
259AVALONBAY CMNTYS INCAWX2,096$380,0260.03%
260DIMENSIONAL ETF TRUST25434V4015,070$376,0420.03%
261VANGUARD WORLD FD92204A5041,290$371,3270.03%
262UNILEVER PLCUNLYF5,609$366,8290.03%
263COHEN & STEERS QUALITY INCOM19247L10631,797$363,1220.03%
264VANGUARD INTL EQUITY INDEX F9220427754,927$362,4300.03%
265VANGUARD INDEX FDS9229085381,281$357,5780.03%
266ROCKWELL AUTOMATION INCROK917$356,7770.03%
267JPMORGAN CHASE & CO.VYLD1,100$354,4420.03%
268AMAZON COM INCAMZN1,500$346,2300.03%
269TRUIST FINL CORP89832Q1096,826$335,9070.03%
270DIGITAL RLTY TR INC2538681032,161$334,3280.03%
271DANAHER CORPORATION2358511021,460$334,2230.03%
272L3HARRIS TECHNOLOGIES INCLHX1,136$333,4960.03%
273GENERAL MTRS CO37045V1004,100$333,4120.03%
274TRAVELERS COMPANIES INCTRV1,146$332,4090.03%
275DIMENSIONAL ETF TRUST25434V7247,089$330,2770.03%
276MARATHON PETE CORPMARA2,026$329,4880.03%
277CINTAS CORPCTAS1,743$327,8060.03%
278FORTINET INCFTNT4,125$327,5660.03%
279EASTMAN CHEM COEMN5,000$319,1500.03%
280NOVARTIS AGNVSEF2,310$318,4800.03%
281INVESCO EXCHANGE TRADED FD TIVZ6,148$316,6510.03%
282COOPER COS INC2166485013,850$315,5460.03%
283DOORDASH INCDASH1,392$315,2600.03%
284SYNOPSYS INCSNPS669$314,2430.03%
285ENBRIDGE INCENNPF6,477$309,7950.03%
286MOODYS CORPMCO600$306,5100.03%
287ISHARES TR4642885133,764$303,4910.03%
288ONEOK INC NEWOKE4,067$298,9250.03%
289CITIGROUP INCC-PR2,544$296,8590.03%
290HERSHEY COHSY1,598$290,8040.03%
291SCHWAB STRATEGIC TR8085245089,645$290,0250.03%
292EXPEDITORS INTL WASH INC3021301091,940$289,0790.03%
293BP PLCBPPFF8,251$286,5570.03%
294ABBOTT LABSABLZF2,275$285,0350.03%
295UBER TECHNOLOGIES INCUBER3,446$281,5730.03%
296ROPER TECHNOLOGIES INCROP625$278,2060.02%
297SPDR SERIES TRUST78464A7631,995$277,6240.02%
298NRG ENERGY INCNRG1,720$273,8930.02%
299SPDR SERIES TRUST78464A1449,303$272,9500.02%
300EQT CORPEQT5,000$268,0000.02%
301VANGUARD INDEX FDS9229085121,509$267,6510.02%
302MARSH & MCLENNAN COS INC5717481021,440$267,1490.02%
303JOHNSON CTLS INTL PLCG515021052,189$262,1330.02%
304DIMENSIONAL ETF TRUST25434V8075,130$255,9870.02%
305AUTODESK INCADSK848$251,0160.02%
306OTIS WORLDWIDE CORPOTIS2,833$247,4630.02%
307PRICE T ROWE GROUP INCTROW2,410$246,7360.02%
308SELECT SECTOR SPDR TR81369Y7041,586$246,0200.02%
309VANGUARD STAR FDS9219097683,256$245,6330.02%
310ROYAL BK CDA7800871021,435$244,6530.02%
311DNP SELECT INCOME FD INC23325P10424,400$243,7560.02%
312FIFTH THIRD BANCORPFITBM5,159$241,4930.02%
313SELECT SECTOR SPDR TR81369Y8865,650$241,1990.02%
314HOME DEPOT INCHD700$240,8700.02%
315SELECT SECTOR SPDR TR81369Y8605,924$239,0330.02%
316OLD NATL BANCORP IND68003310710,689$238,4720.02%
317MOTOROLA SOLUTIONS INCMSI615$235,7420.02%
318SPDR SERIES TRUST78464A2849,362$233,4880.02%
319OCCIDENTAL PETE CORP6745991055,619$231,0530.02%
320ISHARES TR4642875561,368$230,8770.02%
321SPROTT ASSET MANAGEMENT LPSII6,970$230,1490.02%
322AVERY DENNISON CORPAVY1,263$229,7140.02%
323EOG RES INCEOG2,150$225,7720.02%
324CORTEVA INCCTVA3,324$222,8080.02%
325BLACKROCK MUNIYILD QULT FD IBLK19,517$220,5420.02%
326DIMENSIONAL ETF TRUST25434V5003,146$219,1820.02%
327ENTERPRISE PRODS PARTNERS L2937921076,830$218,9700.02%
328INVESCO EXCH TRADED FD TR IIIVZ4,553$218,5440.02%
329INTERNATIONAL PAPER CO4601461035,546$218,4570.02%
330CHURCH & DWIGHT CO INCCHD2,600$218,0100.02%
331METLIFE INCMET-PF2,759$217,7950.02%
332DTE ENERGY CODTK1,688$217,7180.02%
333INTUITIVE SURGICAL INCISRG384$217,4820.02%
334SELECT SECTOR SPDR TR81369Y4071,802$215,1770.02%
335DIMENSIONAL ETF TRUST25434V6093,606$214,7010.02%
336WW GRAINGER INC384802104211$212,9100.02%
337RTX CORPORATIONRTX1,141$209,2590.02%
338BOEING COBA-PA958$208,0010.02%
339RAYMOND JAMES FINL INC7547301091,248$200,4160.02%
340GARMIN LTDGRMN980$198,7930.02%
341ISHARES SILVER TRSLV3,081$198,4780.02%
342BOSTON BEER INCSAM1,000$195,1300.02%
343BANK MONTREAL QUE0636711011,500$194,6850.02%
344STARBUCKS CORPSBUX2,291$192,9250.02%
345COCA COLA CONS INCCOKE1,250$191,6250.02%
346ROYAL CARIBBEAN GROUPV7780T103686$191,3390.02%
347UNITED RENTALS INCURI235$190,1900.02%
348ALPHABET INCGOOG600$187,8000.02%
349THERMO FISHER SCIENTIFIC INCTMO324$187,7420.02%
350VANGUARD WELLINGTON FD9219358051,396$185,3610.02%
351LENNAR CORPLEN-B1,800$185,0400.02%
352FLEXSHARES TRFLEX2,280$184,2470.02%
353MCDONALDS CORPMCD600$183,3780.02%
354WISDOMTREE TRWT5,480$183,3060.02%
355WEYERHAEUSER CO MTN BEWY7,702$182,4600.02%
356RESTAURANT BRANDS INTL INC76131D1032,599$177,3300.02%
357ISHARES TR4642877622,720$177,0720.02%
358ISHARES GOLD TRIAU2,179$176,8690.02%
359ENTERGY CORP NEWENO1,906$176,1720.02%
360STRYKER CORPORATIONSYK500$175,7350.02%
361SEMPRASREA1,970$173,9310.02%
362CONSTRUCTION PARTNERS INCROAD1,587$172,2690.02%
363TRANSUNIONTRU2,000$171,5000.02%
364VANGUARD WORLD FD92204A876892$165,0560.01%
365FISERV INCFISV2,445$164,2310.01%
366VENTAS INCVTR2,120$164,0460.01%
367ISHARES TR4642885881,698$161,6840.01%
368VANGUARD SCOTTSDALE FDS92206C1022,731$160,3920.01%
369ISHARES TR46432F339805$159,8890.01%
370EMERSON ELEC COEMR1,200$159,2640.01%
371COMCAST CORP NEWCCZ5,289$158,0880.01%
372ISHARES TR464287408743$157,5680.01%
373HARTFORD INSURANCE GROUP INCHIG-PG1,142$157,3680.01%
374ISHARES TR4642885701,200$154,5960.01%
375SOLSTICE ADVANCED MATLS INC83443Q1033,168$153,9010.01%
376GENERAL MLS INC3703341043,257$151,4510.01%
377ISHARES TR46429B6971,595$150,1850.01%
378FIRST TR EXCHANGE-TRADED FD33741X1023,900$149,4480.01%
379INVESCO EXCHANGE TRADED FD TIVZ2,850$149,4410.01%
380INTERNATIONAL BUSINESS MACHSINTR500$148,1050.01%
381ISHARES TR464287721733$146,3650.01%
382US BANCORP DELUSB-PS2,724$145,3530.01%
383HP INCHPQ6,494$144,6860.01%
384PROCTER AND GAMBLE CO7427181091,000$143,3100.01%
385CROWDSTRIKE HLDGS INCCRWD305$142,9720.01%
386FLEXSHARES TRFLEX5,942$142,9650.01%
387HOME BANCSHARES INCHOMB5,132$142,5670.01%
388BROWN FORMAN CORPBF-B5,455$142,1570.01%
389VANGUARD INDEX FDS922908637441$138,8270.01%
390ORACLE CORPORCL-PD700$136,4370.01%
391SANOFI SASNYNF2,790$135,2030.01%
392CDW CORPCDW990$134,8380.01%
393FISERV INCFISV2,000$134,3400.01%
394GILEAD SCIENCES INCGILD1,093$134,1550.01%
395NATIONAL HEALTH INVS INC63633D1041,733$132,3490.01%
396PROLOGIS INC.PLDGP1,014$129,4470.01%
397ISHARES TR46435G3261,547$127,5970.01%
398BANK NEW YORK MELLON CORP0640581001,099$127,5830.01%
399VANGUARD WORLD FD92204A108320$126,0540.01%
400SELECT SECTOR SPDR TR81369Y3081,611$125,1420.01%
401ISHARES BITCOIN TRUST ETFIBIT2,509$124,5720.01%
402TOTALENERGIES SETTE1,901$124,3630.01%
403CAPITAL ONE FINL CORP14040H105509$123,3610.01%
404CAMECO CORPCCJ1,344$122,9630.01%
405FIRST TR EXCHANGE-TRADED FD33733E1041,300$120,2650.01%
406NEWMONT CORPNEMCL1,194$119,2210.01%
407COCA COLA COKO1,700$118,8470.01%
408BALL CORPBALL2,206$116,8520.01%
409FEDEX CORPFDX400$115,5440.01%
410OLD DOMINION FREIGHT LINE INODFL720$112,8960.01%
411SPDR INDEX SHS FDS78463X5411,800$111,8520.01%
412VANECK ETF TRUST92189F1061,300$111,5010.01%
413ISHARES TR464288802800$111,4760.01%
414ISHARES INC46434G1031,656$111,3160.01%
415INTUITINTU168$111,2870.01%
416CARLISLE COS INC142339100337$107,7930.01%
417SCHWAB STRATEGIC TR8085246073,677$104,7210.01%
418ISHARES TR4642872341,910$104,4960.01%
419HCI GROUP INCHCIIP544$104,2790.01%
420FACTSET RESH SYS INC303075105357$103,5980.01%
421MONSTER BEVERAGE CORP NEWMNST1,350$103,5050.01%
422ISHARES TR4642874571,249$103,4420.01%
423ALLIANT ENERGY CORPLNT1,555$101,0910.01%
424MICRON TECHNOLOGY INCMU350$99,8940.01%
425ELEVANCE HEALTH INC FORMERLYELV280$98,1540.01%
426GE AEROSPACE369604301318$97,9540.01%
427VANGUARD WORLD FD921910733805$97,3730.01%
428ISHARES TR46429B2674,229$97,3730.01%
429SONOCO PRODS CO8354951022,210$96,4440.01%
430REALTY INCOME CORPO1,688$95,1530.01%
431HUMANA INCHUM371$95,0240.01%
432SPDR SERIES TRUST78468R2003,060$94,0340.01%
433PALANTIR TECHNOLOGIES INCPLTR520$92,4300.01%
434ABBVIE INCABBV400$91,3960.01%
435INVESCO LTDIVZ3,470$91,1570.01%
436WORTHINGTON ENTERPRISES INCWOR1,754$90,4540.01%
437ISHARES TR4642898832,250$90,2930.01%
438CARDINAL HEALTH INCCAH436$89,5980.01%
439TARGET CORPTGT914$89,3440.01%
440FTI CONSULTING INCFCN522$89,1730.01%
441BROWN & BROWN INCBRO1,113$88,7060.01%
442DYCOM INDS INC267475101250$84,4750.01%
443INVESCO EXCHANGE TRADED FD TIVZ4,130$84,1930.01%
444PPL CORPPPLC2,398$83,9780.01%
445INGREDION INCINGR751$82,8050.01%
446HALLIBURTON COHAL2,883$81,4740.01%
447SPDR SERIES TRUST78464A870660$80,4740.01%
448EXXON MOBIL CORPXOM664$79,9060.01%
449ITT INCITT460$79,8150.01%
450STMICROELECTRONICS N VSTMEF3,000$77,8200.01%
451FIDELITY COVINGTON TRUST316092808346$77,7360.01%
452ISHARES TR46435U8532,070$77,4080.01%
453BLACKROCK MUN INCOME QUALITYBLK7,000$76,5800.01%
454AMERICAN CENTY ETF TR025072752974$76,3130.01%
455CMS ENERGY CORPCMS-PC1,087$76,0140.01%
456ISHARES TR464287598358$75,3020.01%
457NUVEEN AMT FREE QLTY MUN INCNU6,473$75,2810.01%
458COGNIZANT TECHNOLOGY SOLUTIOCTSH900$74,7000.01%
459HUNTINGTON BANCSHARES INCHBANP4,267$74,0320.01%
460FRANKLIN RESOURCES INCBEN3,009$71,8850.01%
461DOW INCDOW3,030$70,8410.01%
462SOLVENTUM CORPSOLV890$70,5240.01%
463SCHWAB STRATEGIC TR8085248052,922$70,2450.01%
464VISA INCV200$70,1420.01%
465DIAGEO PLCDGEAF808$69,7060.01%
466OGE ENERGY CORPOGE1,632$69,6860.01%
467FIRST TR EXCHANGE TRADED FD33738R704700$68,8240.01%
468FLEXSHARES TRFLEX1,126$68,1340.01%
469WILLIAMS COS INC9694571001,126$67,6840.01%
470AMERICAN WTR WKS CO INC NEW030420103518$67,5990.01%
471PUBLIC STORAGE OPER COPSA-PS260$67,4700.01%
472BIOGEN INCBIIB383$67,4040.01%
473WELLTOWER INCWELL361$67,0050.01%
474NASDAQ INCNDAQ687$66,7280.01%
475SCHWAB STRATEGIC TR8085244092,235$66,1780.01%
476MARTIN MARIETTA MATLS INC573284106105$65,3790.01%
477J P MORGAN EXCHANGE TRADED F46641Q8451,301$65,1460.01%
478FIRST TR EXCHANGE-TRADED FD33734H1061,401$64,5580.01%
479EATON VANCE TAX-MANAGED GLOBETN6,749$64,3180.01%
480CANADIAN NATL RY CO136375102650$64,2530.01%
481NEXTERA ENERGY INCNEE-PW800$64,2240.01%
482GOLDMAN SACHS ETF TRNVGLF641$64,0620.01%
4833M COMMM400$64,0400.01%
484HUMANA INCHUM250$64,0330.01%
485CLOROX CO DELCLX635$64,0270.01%
486FLEXSHARES TRFLEX1,383$63,4110.01%
487ISHARES TR464287622168$62,7380.01%
488AGNICO EAGLE MINES LTDAEM370$62,7260.01%
489FLEXSHARES TRFLEX395$62,5080.01%
490BROADCOM INCAVGO180$62,2980.01%
491KRYSTAL BIOTECH INCKRYS250$61,6350.01%
492WORTHINGTON STL INC9821041011,752$60,6540.01%
493CHUBB LIMITEDCB194$60,5510.01%
494ULTA BEAUTY INCULTA100$60,5010.01%
495INDEPENDENCE RLTY TR INC45378A1063,452$60,3410.01%
496KINDER MORGAN INC DELEP-PC2,188$60,1480.01%
497IRON MTN INC DEL46284V101725$60,1390.01%
498DBX ETF TR2330512001,250$60,1380.01%
499SOUTHSTATE BK CORP84472E102621$58,4420.01%
500SEACOAST BKG CORP FLASE1,829$57,4670.01%