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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

HARBOR INVESTMENT ADVISORY, LLC

Quarter ended Q1 2024 · Filed April 12, 2024 · Accession 0001468792-24-000004

Total Value
$956.6M
Positions
1,339
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MARRIOTT INTL INC NEW CL A571903202635,202$160.3M17.00%
2APPLE INC COMAAPL362,755$59.2M6.28%
3AMAZON COM INC COMAMZN299,701$42.1M4.47%
4MICROSOFT CORP COMMSFT146,067$38.9M4.12%
5ALPHABET INC CAP STK CL AGOOG172,466$26.0M2.76%
6BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A223,887$22.6M2.40%
7UNITEDHEALTH GROUP INC COMUNH35,746$17.7M1.88%
8ALPHABET INC CAP STK CL CGOOG98,027$13.6M1.44%
9MASTERCARD INCORPORATED CL AMA25,669$12.4M1.31%
10VISA INC COM CL AV41,069$11.5M1.22%
11JPMORGAN CHASE & CO COMVYLD68,374$10.9M1.16%
12VANGUARD TOTAL STOCK MARKET ETF92290876941,338$10.7M1.14%
13ISHARES CORE S&P 500 ETF46428720020,063$10.5M1.12%
14ISHARES RUSSELL 2000 VALUE ETF46428763063,638$10.1M1.07%
15VANGUARD GROWTH ETF92290873627,816$9.6M1.02%
16VANGUARD S&P 500 ETF92290836318,526$8.9M0.94%
17INVESCO S&P 500 EQUAL WEIGHT ETFIVZ49,030$8.3M0.88%
18JOHNSON & JOHNSON COMJNJ50,625$8.0M0.85%
19ELI LILLY & CO COMLLY10,195$7.9M0.84%
20AMGEN INC COMAMGN25,297$7.2M0.76%
21VANGUARD REAL ESTATE ETF92290855380,698$7.0M0.74%
22VANGUARD VALUE ETF92290874442,247$6.9M0.73%
23SPDR GOLD MINISHARES TRUSTGLDW150,481$6.6M0.70%
24ISHARES RUSSELL TOP 200 GROWTH ETF46428943833,245$6.5M0.69%
25META PLATFORMS INC CL AMETA13,004$6.3M0.67%
26BLACKROCK INC COMBLK7,533$6.3M0.67%
27NVIDIA CORPORATION COMNVDA6,728$6.1M0.64%
28ISHARES MSCI EAFE ETF46428746573,175$5.8M0.62%
29ISHARES RUSSELL 2000 GROWTH ETF46428764819,947$5.4M0.57%
30STARBUCKS CORP COMSBUX58,797$5.4M0.57%
31ZIONS BANCORPORATION N A COM989701107123,046$5.3M0.57%
32HOME DEPOT INC COMHD13,863$5.3M0.56%
33EXXON MOBIL CORP COMXOM44,526$5.2M0.55%
34BLACKSTONE INC COMBX38,395$5.0M0.53%
35SPDR S&P 500 ETF TRUSTSPY9,251$4.8M0.51%
36VANGUARD MID-CAP VALUE ETF92290851230,908$4.8M0.51%
37VANGUARD MID-CAP GROWTH ETF92290853819,740$4.7M0.49%
38ISHARES RUSSELL 1000 GROWTH ETF46428761413,052$4.4M0.47%
39ISHARES S&P 500 VALUE ETF46428740823,210$4.3M0.46%
40ISHARES RUSSELL 1000 ETF46428762214,948$4.3M0.46%
41ISHARES CORE MSCI EAFE ETF46432F84257,896$4.3M0.46%
42COSTCO WHSL CORP NEW COM22160K1055,808$4.3M0.45%
43FIRST TRUST VALUE LINE DIVIDEND INDEX FUND33734H10698,278$4.2M0.44%
44MERCK & CO INC COMMRK30,352$4.0M0.42%
45ISHARES RUSSELL TOP 200 VALUE ETF46428942052,208$4.0M0.42%
46BANK AMERICA CORP COM060505104103,460$3.9M0.42%
47SALESFORCE INC COMCRM29,642$3.9M0.42%
48PEPSICO INC COMPEP22,101$3.9M0.41%
49ABBVIE INC COMABBV20,783$3.8M0.40%
50SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R66341,177$3.8M0.40%
51PROCTER AND GAMBLE CO COM74271810922,546$3.7M0.39%
52AMERICAN TOWER CORP NEW COM03027X10018,220$3.6M0.38%
53REGENERON PHARMACEUTICALS COMREGN3,608$3.5M0.37%
54ISHARES RUSSELL 1000 VALUE ETF46428759819,362$3.5M0.37%
55SPDR GOLD SHARESGLD16,806$3.5M0.37%
56ISHARES S&P 500 GROWTH ETF46428730939,976$3.4M0.36%
57ISHARES CORE S&P MID-CAP ETF46428750753,589$3.3M0.35%
58ISHARES 1-3 YEAR TREASURY BOND ETF46428745739,554$3.2M0.34%
59JPMORGAN EQUITY PREMIUM INCOME FUND JPMORGAN EQUITY PREMIUM INCOME FUND46641Q33255,540$3.2M0.34%
60ABBOTT LABS COMABLZF27,310$3.1M0.33%
61NIKE INC CL BNKE32,574$3.1M0.32%
62HONEYWELL INTL INC COM43851610614,702$3.0M0.32%
63ISHARES RUSSELL MID-CAP VALUE ETF46428747323,914$3.0M0.32%
64BROADCOM INC COMAVGO2,211$2.9M0.31%
65CHEVRON CORP NEW COMCVX18,369$2.9M0.31%
66T ROWE PRICE GROUP INC COMTROW22,458$2.7M0.29%
67WALMART INC COMWMT44,044$2.7M0.28%
68ISHARES CORE DIVIDEND GROWTH ETF46434V62144,589$2.6M0.27%
69LOWES COS INC COM54866110710,082$2.6M0.27%
70ORACLE CORP COMORCL-PD20,358$2.6M0.27%
71STRYKER CORPORATION COMSYK6,982$2.5M0.26%
72VANGUARD DIVIDEND APPRECIATION ETF92190884413,551$2.5M0.26%
73FISERV INC COMFISV14,584$2.3M0.25%
74JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF47103U84545,692$2.3M0.25%
75TEXAS ROADHOUSE INC COMTXRH14,976$2.3M0.25%
76DANAHER CORPORATION COM2358511029,170$2.3M0.24%
77LULULEMON ATHLETICA INC COMLULU5,492$2.1M0.23%
78ISHARES RUSSELL MID-CAP GROWTH ETF46428748118,669$2.1M0.23%
79ISHARES COHEN & STEERS REIT ETF46428756436,639$2.1M0.22%
80CHIPOTLE MEXICAN GRILL INC COMCMG717$2.1M0.22%
81VANGUARD HIGH DIVIDEND YIELD INDEX ETF92194640616,956$2.1M0.22%
82INVESCO QQQ TRUST SERIES IIVZ4,569$2.0M0.22%
83MARKEL GROUP INC COMMKL1,326$2.0M0.21%
84TJX COS INC NEW COM87254010919,882$2.0M0.21%
85TESLA INC COMTSLA11,367$2.0M0.21%
86UNION PAC CORP COMUNP8,046$2.0M0.21%
87ADOBE INC COMADBE3,908$2.0M0.21%
88FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND33734410515,662$1.9M0.21%
89FEDEX CORP COMFDX6,629$1.9M0.20%
90ENERGY SELECT SECTOR SPDR FUND81369Y50620,301$1.9M0.20%
91PROLOGIS INC. COMPLDGP14,125$1.8M0.20%
92ISHARES RUSSELL 2000 ETF4642876558,745$1.8M0.20%
93JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF47103U85239,988$1.8M0.19%
94APOLLO GLOBAL MGMT INC COM03769M10615,567$1.8M0.19%
95ACCENTURE PLC IRELAND SHS CLASS AACN4,957$1.7M0.18%
96PFIZER INC COMPFE61,450$1.7M0.18%
97COMCAST CORP NEW CL ACCZ38,925$1.7M0.18%
98VICOR CORP COMVICR43,660$1.7M0.18%
99INTEL CORP COMINTC37,787$1.7M0.18%
100CISCO SYS INC COMCSCO31,118$1.6M0.16%
101ADVANCED MICRO DEVICES INC COMAMD8,495$1.5M0.16%
102VANGUARD EXTENDED MARKET ETF9229086528,425$1.5M0.16%
103PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A46714,262$1.4M0.15%
104ISHARES CORE HIGH DIVIDEND ETF46429B66313,093$1.4M0.15%
105SUNCOR ENERGY INC NEW COMSU39,025$1.4M0.15%
106QUALCOMM INC COMQCOM8,389$1.4M0.15%
107T-MOBILE US INC COMTMUSZ8,680$1.4M0.15%
108JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF JPMORGAN HEDGED EQUITY LADDERED46654Q72425,139$1.4M0.15%
109COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH19,147$1.4M0.15%
110MEDTRONIC PLC SHSMDT15,913$1.4M0.15%
111NXP SEMICONDUCTORS N V COMNXPI5,587$1.4M0.15%
112BECTON DICKINSON & CO COMBDX5,592$1.4M0.15%
113LOCKHEED MARTIN CORP COMLMT3,016$1.4M0.15%
114RTX CORPORATION COMRTX13,994$1.4M0.14%
115ISHARES CORE S&P SMALL CAP ETF46428780412,286$1.4M0.14%
116EDWARDS LIFESCIENCES CORP COMEW14,025$1.3M0.14%
117DRAFTKINGS INC NEW COM CL ADKNG29,481$1.3M0.14%
118MONDELEZ INTL INC CL A60920710518,967$1.3M0.14%
119ISHARES SELECT DIVIDEND ETF46428716810,665$1.3M0.14%
120YORK WTR CO COM98718410836,000$1.3M0.14%
121SERVICENOW INC COMNOW1,696$1.3M0.14%
122CROWDSTRIKE HLDGS INC CL ACRWD3,997$1.3M0.14%
123NETFLIX INC COMNFLX18,676$1.3M0.14%
124NORTHROP GRUMMAN CORP COMNOC2,658$1.3M0.13%
125BERKSHIRE HATHAWAY INC DEL CL ABRK-A2$1.3M0.13%
126ISHARES IBONDS DEC 2024 TERM CORPORATE ETF46434VBG449,886$1.2M0.13%
127WISDOMTREE U.S. MIDCAP DIVIDEND FUNDWT25,611$1.2M0.13%
128CONOCOPHILLIPS COMCOP9,697$1.2M0.13%
129EATON CORP PLC SHSETN3,903$1.2M0.13%
130BRISTOL-MYERS SQUIBB CO COMCELG-RI22,324$1.2M0.13%
131AMERICAN EXPRESS CO COMAXP5,249$1.2M0.13%
132CONSTELLATION ENERGY CORP COMCEG6,419$1.2M0.13%
133INTERNATIONAL BUSINESS MACHS COMINTR6,206$1.2M0.13%
134MCDONALDS CORP COMMCD4,029$1.1M0.12%
135AGNICO EAGLE MINES LTD COMAEM18,784$1.1M0.12%
136CSX CORP COMCSX30,219$1.1M0.12%
137ZOETIS INC CL AZTS6,599$1.1M0.12%
138ISHARES IBONDS DEC 2025 TERM CORPORATE ETF46434VBD144,818$1.1M0.12%
139ISHARES MSCI EAFE SMALL-CAP ETF46428827317,415$1.1M0.12%
140UTILITIES SELECT SECTOR SPDR FUND81369Y88616,543$1.1M0.12%
141AUTOMATIC DATA PROCESSING INC COMADP4,302$1.1M0.11%
142COCA COLA CO COMKO17,456$1.1M0.11%
143NETEASE INC SPONSORED ADSNETTF10,244$1.1M0.11%
144ELEVANCE HEALTH INC COMELV1,946$1.0M0.11%
145FIVE BELOW INC COMFIVE5,510$999,4040.11%
146GOLDMAN SACHS GROUP INC COMGSCE2,389$997,8610.11%
147CROWN CASTLE INC COMCCI9,379$992,5800.11%
148CONSTELLATION BRANDS INC CL ASTZ3,631$986,7160.10%
149PAYCHEX INC COMPAYX8,011$983,7510.10%
150BOEING CO COMBA-PA5,081$980,5820.10%
151ALAMOS GOLD INC NEW COM CL AAGI66,381$979,1200.10%
152MARATHON PETE CORP COMMARA4,842$975,7510.10%
153GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF37954Y67324,463$973,8670.10%
154WP CAREY INC COM92936U10917,152$968,0450.10%
155VERIZON COMMUNICATIONS INC COMVZ22,894$960,6190.10%
156SCHLUMBERGER LTD COM STKSLB17,439$955,8320.10%
157TECHNOLOGY SELECT SECTOR SPDR FUND81369Y8034,570$951,8220.10%
158ISHARES RUSSELL MIDCAP ETF46428749911,316$951,5620.10%
159FAIR ISAAC CORP COMFICO760$949,7040.10%
160INTUITIVE SURGICAL INC COM NEWISRG2,376$948,2380.10%
161VERTEX PHARMACEUTICALS INC COMVRTX2,218$927,1460.10%
162CATERPILLAR INC COMCAT2,495$914,3720.10%
163UBER TECHNOLOGIES INC COMUBER11,770$906,1440.10%
164HEALTH CARE SELECT SECTOR SPDR FUND81369Y2096,124$904,6440.10%
165VANGUARD SMALL-CAP ETF9229087513,947$902,3590.10%
166PAYPAL HLDGS INC COMPYPL13,455$901,3500.10%
167SPDR S&P BIOTECH ETF78464A8709,297$882,1920.09%
168DISNEY WALT CO COM2546871067,199$880,9260.09%
169PHILLIPS 66 COMPSX5,391$880,5990.09%
170LKQ CORP COMLKQ16,465$879,3960.09%
171SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R85320,248$871,4740.09%
172FASTENAL CO COMFAST11,193$863,4280.09%
173VANGUARD FTSE ALL-WORLD EX-US INDEX FUND92204277514,632$858,1670.09%
174CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y4074,658$856,5400.09%
175PALO ALTO NETWORKS INC COMPANW2,960$841,1520.09%
176VANECK GOLD MINERS ETF92189F10626,582$840,5230.09%
177UNITED PARCEL SERVICE INC CL BUPS5,631$836,9360.09%
178VANGUARD SMALL-CAP GROWTH ETF9229085953,177$828,3070.09%
179INVESCO NASDAQ INTERNET ETFIVZ20,565$820,3380.09%
180WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUNDWT16,426$815,3940.09%
181NEXTERA ENERGY INC COMNEE-PW12,410$793,1320.08%
182WISDOMTREE U.S. SMALLCAP DIVIDEND FUNDWT24,184$790,3330.08%
183REALTY INCOME CORP COMO14,524$785,7480.08%
184PNC FINL SVCS GROUP INC COM6934751054,812$777,6190.08%
185ISHARES MORNINGSTAR MID-CAP GROWTH ETF46428830710,930$772,5320.08%
186INTUIT COMINTU1,178$765,7000.08%
187SPDR S&P GLOBAL NATURAL RESOURCES ETF78463X54113,188$763,9810.08%
188AMDOCS LTD SHSDOX8,389$758,1140.08%
189FIRSTENERGY CORP COMFE19,629$758,0720.08%
190ALEXANDRIA REAL ESTATE EQ INC COM0152711095,709$735,9470.08%
191ISHARES IBONDS DEC 2026 TERM CORPORATE ETF46435GAA030,504$727,5200.08%
192MODERNA INC COMMRNA6,718$715,8700.08%
193DEERE & CO COMDE1,730$710,4900.08%
194VANGUARD MID-CAP ETF9229086292,813$702,8560.07%
195EOG RES INC COMEOG5,389$688,9300.07%
196EXPEDITORS INTL WASH INC COM3021301095,663$688,3900.07%
197BOOKING HOLDINGS INC COMBKNG189$685,6690.07%
198GLOBAL PMTS INC COM37940X1025,057$675,9190.07%
199OCCIDENTAL PETE CORP COM67459910510,387$675,0510.07%
200AFLAC INC COMAFL7,844$673,4430.07%
201SHERWIN WILLIAMS CO COMSHW1,915$665,1370.07%
202PHILIP MORRIS INTL INC COM7181721097,020$643,1720.07%
203ISHARES S&P MID-CAP 400 GROWTH ETF4642876067,022$640,7580.07%
204ISHARES S&P MID-CAP 400 VALUE ETF4642877055,395$638,1750.07%
205ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4642871505,491$633,1440.07%
206ISHARES SILVER TRUSTSLV27,700$630,1750.07%
207CAMECO CORP COMCCJ14,217$615,8800.07%
208ISHARES MSCI ACWI EX U.S. ETF46428824011,414$609,3930.06%
209THE CIGNA GROUP COM1255231001,655$600,9400.06%
210KIMBERLY-CLARK CORP COMKMB4,645$600,8310.06%
211SPDR MSCI USA STRATEGICFACTORS ETF78468R8124,115$599,2670.06%
212MCCORMICK & CO INC COM NON VTGMKC-V7,681$589,9780.06%
213DOMINOS PIZZA INC COMDPZ1,185$588,8030.06%
214ISHARES RUSSELL 3000 ETF4642876891,951$585,5950.06%
215FIRST TRUST DOW JONES INTERNET INDEX FUND33733E3022,850$584,5070.06%
216ISHARES U.S. TECHNOLOGY ETF4642877214,177$564,1460.06%
217CAPITAL ONE FINL CORP COM14040H1053,743$557,2950.06%
218WELLS FARGO CO NEW COM9497461019,331$540,8420.06%
219PTC INC COMPTC2,825$533,7560.06%
220FIRST TRUST NASDAQ CYBERSECURITY ETF33734X8469,252$521,7030.06%
221ISHARES IBONDS DEC 2027 TERM CORPORATE ETF46435UAA921,850$520,0300.06%
222LABORATORY CORP AMER HLDGS COM NEW50540R4092,354$514,1910.05%
223WISDOMTREE INDIA EARNINGS FUNDWT11,785$513,3550.05%
224ISHARES 10-20 YEAR TREASURY BOND ETF4642886534,823$506,5600.05%
225NUVEEN MUN VALUE FD INC COMNU58,100$506,0510.05%
226S&P GLOBAL INC COMSPGI1,188$505,4350.05%
227ISHARES U.S. HEALTHCARE ETF4642877628,060$498,9140.05%
228SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X88913,919$498,8570.05%
229DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF25434V78118,053$490,8610.05%
230EQUINIX INC COMEQIX587$484,4690.05%
231FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND33738R1186,930$482,8130.05%
232AIR PRODS & CHEMS INC COMAIIR1,987$481,3900.05%
233VANGUARD INFORMATION TECHNOLOGY ETF92204A702912$478,0240.05%
234MORGAN STANLEY COM NEWMS-PQ5,033$473,9120.05%
235CAPITAL GROUP DIVIDEND VALUE ETF14020W10614,300$464,7500.05%
236ISHARES MSCI EMERGING MARKETS ETF46428723411,157$458,3100.05%
237STATE STR CORP COMSTT-PG5,845$451,9350.05%
238BAKER HUGHES COMPANY CL ABKR13,480$451,5800.05%
239T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF87283Q86714,630$442,2650.05%
240ISHARES PREFERRED & INCOME SECURITIES ETF46428868713,587$437,9090.05%
241BOSTON SCIENTIFIC CORP COMBSX6,354$435,1850.05%
242VANGUARD TOTAL INTERNATIONAL STOCK ETF9219097687,206$434,5220.05%
243GLOBAL X SILVER MINERS ETF37954Y84815,723$431,7540.05%
244ISHARES U.S. MEDICAL DEVICES ETF4642888107,356$431,0030.05%
245ENTERPRISE PRODS PARTNERS L P COM29379210714,505$423,2560.04%
246D R HORTON INC COM23331A1092,569$422,7290.04%
247CRISPR THERAPEUTICS AG NAMEN AKTCRSP6,170$420,5470.04%
248LIONS GATE ENTMNT CORP CL B NON VTG53591950043,697$406,8190.04%
249ISHARES MSCI USA QUALITY FACTOR ETF46432F3392,461$404,4650.04%
250ABRDN HEALTHCARE OPPORTUNITIES SHSTHQ19,939$400,7730.04%
251GENERAL DYNAMICS CORP COMGD1,413$399,2530.04%
252ROYAL CARIBBEAN GROUP COMV7780T1032,785$387,1430.04%
253GE AEROSPACE COM NEW3696043012,205$387,0440.04%
254EXELON CORP COMEXC10,279$386,1820.04%
255EMERSON ELEC CO COMEMR3,331$377,7720.04%
256PIMCO DYNAMIC INCOME FD SHS72201Y10119,553$377,1770.04%
257DIAMONDBACK ENERGY INC COMFANG1,845$365,6240.04%
258ISHARES MSCI USA ESG SELECT ETF4642888023,343$364,9550.04%
259INVESCO S&P MIDCAP QUALITY ETFIVZ3,303$363,4950.04%
260ISHARES CORE GROWTH ALLOCATION ETF4642898676,505$362,1470.04%
261TEXAS INSTRS INC COM8825081042,060$358,8730.04%
262PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF74347B6804,440$348,8060.04%
263SPDR S&P SEMICONDUCTOR ETF78464A8621,487$345,0510.04%
264VANGUARD SMALL CAP VALUE ETF9229086111,783$342,1220.04%
265TARGET CORP COMTGT1,886$334,1620.04%
266SIMON PPTY GROUP INC NEW COM8288061092,118$331,3920.04%
267ISHARES MORNINGSTAR VALUE ETF4642881094,250$326,6550.03%
268ISHARES BIOTECHNOLOGY ETF4642875562,372$325,4860.03%
269ULTA BEAUTY INC COMULTA619$323,6630.03%
270CONSOLIDATED WATER CO INC ORDCWCO11,000$322,4100.03%
271SHOPIFY INC CL ASHOP4,158$320,8730.03%
2723M CO COMMMM2,991$317,2550.03%
273SPROTT INC COM NEWSII8,519$314,6690.03%
274UNITED RENTALS INC COMURI430$310,0770.03%
275FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF3160922043,728$307,5170.03%
276BLOCK INC CL ABSQKZ3,610$305,3340.03%
277TELEDYNE TECHNOLOGIES INC COMTDY706$303,1000.03%
278TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391002,214$301,2150.03%
279ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF4642872422,737$298,1140.03%
280RAYMOND JAMES FINL INC COM7547301092,317$297,5490.03%
281FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND3373451021,550$295,5540.03%
282SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF78468R5561,900$294,3670.03%
283PPG INDS INC COM6935061072,025$293,4230.03%
284NVR INC COMNVR36$291,5990.03%
285ISHARES MSCI INDIA SMALL CAP ETF46429B6144,083$286,9120.03%
286HUMANA INC COMHUM817$283,2700.03%
287GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF37954Y6328,300$281,8680.03%
288SPDR PORTFOLIO S&P 400 MID CAP ETF78464A8475,281$281,6890.03%
289CARLYLE GROUP INC COMCGABL6,000$281,4600.03%
290VANGUARD HEALTH CARE ETF92204A5041,037$280,5290.03%
291ISHARES 7-10 YEAR TREASURY BOND ETF4642874402,953$279,5310.03%
292GENERAL MLS INC COM3703341043,983$278,6910.03%
293ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F8344,092$277,6770.03%
294IQVIA HLDGS INC COMIQV1,098$277,6730.03%
295NORFOLK SOUTHN CORP COM6558441081,084$276,2790.03%
296COLGATE PALMOLIVE CO COMCL3,058$275,3730.03%
297ROPER TECHNOLOGIES INC COMROP490$274,8120.03%
298LIVE NATION ENTERTAINMENT INC COMLYV2,500$264,4250.03%
299FIDELITY BLUE CHIP GROWTH ETF3160923526,850$263,5200.03%
300HCA HEALTHCARE INC COMHCA780$260,1530.03%
301CHENIERE ENERGY INC COM NEWLNG1,607$259,1770.03%
302TEXAS CAP BANCSHARES INC COM88224Q1074,200$258,5100.03%
303FACTSET RESH SYS INC COM303075105566$257,1850.03%
304ALLSTATE CORP COMALL-PJ1,480$256,0550.03%
305MAIN STR CAP CORP COM56035L1045,300$250,7430.03%
306DARDEN RESTAURANTS INC COMDRI1,498$250,3910.03%
307SPDR S&P MIDCAP 400 ETF TRUSTMDY449$249,8240.03%
308ILLINOIS TOOL WKS INC COM4523081096,719$249,7220.03%
309DOLLAR TREE INC COMDLTR1,856$247,1260.03%
310JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF46654Q2034,491$243,5920.03%
311NEOGEN CORP COMNEOG15,324$241,8130.03%
312AMERICAN ELEC PWR CO INC COM0255371012,797$240,8220.03%
313CUMMINS INC COMCMI817$240,7290.03%
314CINTAS CORP COMCTAS349$239,7730.03%
315NOVO-NORDISK A S ADRNONOF1,858$238,6060.03%
316ALTRIA GROUP INC COMMO5,468$238,5140.03%
317ENBRIDGE INC COMENNPF6,573$237,7860.03%
318YUM BRANDS INC COMYUM1,710$237,0920.03%
319AMERIPRISE FINL INC COM03076C106534$234,1270.02%
320ENOVIX CORPORATION COMENVX29,090$233,0110.02%
321AMPHENOL CORP NEW CL A0320951012,009$231,7380.02%
322ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY68,039$229,5270.02%
323CVS HEALTH CORP COMCVS2,860$228,1140.02%
324CORNING INC COMGLW6,845$225,6110.02%
325CF INDS HLDGS INC COM1252691002,698$224,4990.02%
326ISHARES MORNINGSTAR U.S. EQUITY ETF4642871273,088$223,7870.02%
327BLACKROCK MUN TARGET TERM TR COM SHS BEN INBLK10,613$223,5100.02%
328ISHARES U.S. AEROSPACE & DEFENSE ETF4642887601,690$222,9620.02%
329SCHWAB U.S. MID-CAP ETF8085245082,727$222,0600.02%
330ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF4642888512,050$219,2890.02%
331ISHARES MSCI JAPAN ETF46434G8223,051$217,6890.02%
332ROBLOX CORP CL ARBLX5,641$215,3730.02%
333MARRIOTT VACATIONS WORLDWIDE C COMVAC1,977$212,9820.02%
334VERALTO CORP COM SHSVLTO2,373$210,3900.02%
335AT&T INC COMT-PC11,895$209,3510.02%
336VANGUARD SHORT-TERM BOND ETF9219378272,702$207,1620.02%
337WASTE MGMT INC DEL COM94106L109967$206,1160.02%
338GLACIER BANCORP INC NEW COMGBCI5,104$205,5890.02%
339IDEXX LABS INC COM45168D104379$204,6330.02%
340SYSCO CORP COMSYY2,513$204,0050.02%
341SNOWFLAKE INC CL ASNOW1,252$202,3230.02%
342TOPBUILD CORP COMBLD458$201,8540.02%
343INVESCO AEROSPACE & DEFENSE ETFIVZ1,975$200,6010.02%
344AUTOZONE INC COMAZO63$198,5540.02%
345ISHARES S&P SMALL-CAP 600 VALUE ETF4642878791,929$198,2240.02%
346ISHARES GOLD TRUSTIAU4,627$194,3800.02%
347ONEMAIN HLDGS INC COMOMF3,798$194,0550.02%
348THERMO FISHER SCIENTIFIC INC COMTMO327$190,0180.02%
349ISHARES TIPS BOND ETF4642871761,747$187,6450.02%
350FREEPORT-MCMORAN INC CL BFCX3,969$186,6220.02%
351DOLLAR GEN CORP NEW COM2566771051,191$185,7890.02%
352SCHWAB CHARLES CORP COMSCHW-PJ8,684$183,6100.02%
353WALKME LTD ORD SHSM9762810720,800$178,8800.02%
354WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDWT2,347$178,8180.02%
355NOVARTIS AG SPONSORED ADRNVSEF1,840$177,9830.02%
356PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF74347B6982,780$177,9620.02%
357DUKE ENERGY CORP NEW COM NEWDUKB1,836$177,5530.02%
358INVESCO DORSEY WRIGHT MOMENTUM ETFIVZ1,790$176,8160.02%
359HERSHEY CO COMHSY901$175,2450.02%
360SCHWAB US DIVIDEND EQUITY ETF8085247972,168$174,8060.02%
361INDUSTRIAL SELECT SECTOR SPDR FUND81369Y7041,378$173,5730.02%
362COINBASE GLOBAL INC COM CL ACOIN647$171,5330.02%
363ISHARES S&P SMALL-CAP 600 GROWTH ETF4642878871,307$170,8640.02%
364DIAGEO PLC SPON ADR NEWDGEAF1,146$170,3980.02%
365ISHARES MORNINGSTAR GROWTH ETF4642871192,250$169,8300.02%
366CARRIER GLOBAL CORPORATION COMCARR2,920$169,7400.02%
367ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF46435U6976,501$168,7010.02%
368ISHARES GLOBAL TECH ETF4642872912,253$168,5470.02%
369INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETFIVZ5,300$168,4870.02%
370SOUTHERN CO COMSOMN2,299$164,9380.02%
371OTIS WORLDWIDE CORP COMOTIS1,655$164,2920.02%
372SOFI TECHNOLOGIES INC COMSOFI22,300$162,7900.02%
373CHARLES RIV LABS INTL INC COM159864107594$160,9440.02%
374ISHARES CONVERTIBLE BOND ETF46435G1021,984$158,3830.02%
375VERISK ANALYTICS INC COMVRSK666$156,9960.02%
376VANGUARD INTERMEDIATE-TERM BOND ETF9219378192,068$155,9270.02%
377ROSS STORES INC COMROST1,058$155,2720.02%
378CORE & MAIN INC CL ACNM2,680$153,4300.02%
379GENUINE PARTS CO COMGPC985$152,6060.02%
380CANADIAN PACIFIC KANSAS CITY COMCP1,715$151,3420.02%
381CHUBB LIMITED COMCB579$150,0360.02%
382WELLTOWER INC COMWELL1,596$149,1300.02%
383HALLIBURTON CO COMHAL3,754$147,9910.02%
384VANECK OIL SERVICES ETF92189H607440$147,9850.02%
385INVESCO DORSEY WRIGHT TECHNOLOGY MOMENTUM ETFIVZ2,575$147,7540.02%
386BIOMARIN PHARMACEUTICAL INC COMBMRN1,685$147,1680.02%
387APPLIED MATLS INC COM038222105700$144,3500.02%
388PROSHARES ULTRA FINANCIALS74347X6332,100$143,4720.02%
389HEICO CORP NEW CL AHEI-A927$142,7020.02%
390MASIMO CORP COMMASI970$142,4450.02%
391OREILLY AUTOMOTIVE INC COM67103H107124$139,9810.01%
392CHECK POINT SOFTWARE TECH LTD ORDM22465104843$138,2600.01%
393VANGUARD FTSE DEVELOPED MARKETS ETF9219438582,755$138,2180.01%
394JPMORGAN ULTRA-SHORT INCOME ETF ULTRA SHORT INCOME FUND46641Q8372,739$138,1830.01%
395WEYERHAEUSER CO MTN BE COM NEWWY3,840$137,8940.01%
396ASML HOLDING N V N Y REGISTRY SHSASMLF141$136,8360.01%
397ASSURANT INC COMAIZN723$136,0980.01%
398PRINCIPAL FINANCIAL GROUP INC COMPFG1,576$136,0250.01%
399MURPHY USA INC COMMUSA323$135,4020.01%
400PACER US CASH COWS 100 ETF69374H8812,296$133,4210.01%
401ZIMMER BIOMET HOLDINGS INC COMZBH999$131,8480.01%
402INNOVATOR LADDERED ALLOCATION POWER BUFFER ETFINHD3,135$130,8550.01%
403DOW INC COMDOW2,251$130,3730.01%
404CENTENE CORP DEL COMCNC1,653$129,7270.01%
405BLACKSTONE SECD LENDING FD COMMON STOCKBX3,968$123,6030.01%
406KINSALE CAP GROUP INC COM49714P108235$123,3140.01%
407ISHARES U.S. INDUSTRIALS ETF464287754975$122,5670.01%
408SKYWORKS SOLUTIONS INC COMSWKS1,123$121,6430.01%
409SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X109302$120,1310.01%
410ISHARES U.S. HEALTHCARE PROVIDERS ETF4642888282,200$119,9880.01%
411FINANCIAL SELECT SECTOR SPDR FUND81369Y6052,848$119,9740.01%
412HAMILTON LANE INC CL AHLNE1,063$119,8640.01%
413DEXCOM INC COMDXCM864$119,8370.01%
414BIO-TECHNE CORP COMTECH1,700$119,6630.01%
415JPMORGAN ACTIVE VALUE ETF46641Q1671,996$119,5400.01%
416FLOOR & DECOR HLDGS INC CL AFND917$118,8620.01%
417GUIDEWIRE SOFTWARE INC COMGWRE1,015$118,4610.01%
418INVESCO LARGE CAP GROWTH ETFIVZ1,313$117,2380.01%
419QUANTA SVCS INC COM74762E102450$116,9100.01%
420ELI LILLY & CO COMLLY150$116,6940.01%
421HILTON WORLDWIDE HLDGS INC COMHLT543$115,8270.01%
422APPFOLIO INC COM CL AAPPF467$115,2280.01%
423ALARM COM HLDGS INC COMALRM1,575$114,1400.01%
424EAGLE MATLS INC COM26969P108418$113,5920.01%
425EBAY INC. COMEBAY2,140$112,9490.01%
426NOVANTA INC COMNOVTU645$112,7270.01%
427UTZ BRANDS INC COM CL AUTZ6,050$111,5620.01%
428BLACKROCK SCIENCE & TECHNOLOGY SHSBLK2,996$110,6120.01%
429NEWMONT CORP COMNEMCL3,065$109,8500.01%
430ROLLINS INC COMROL2,367$109,5210.01%
431ISHARES MSCI USA MIN VOL FACTOR ETF46429B6971,309$109,4020.01%
432VULCAN MATLS CO COM929160109400$109,1680.01%
433FIRST TRUST LOW DURATION OPPORTUNITIES ETF33739Q2002,261$109,0930.01%
434MEDPACE HLDGS INC COMMEDP269$108,7160.01%
435JOHNSON CTLS INTL PLC SHSG515021051,662$108,5620.01%
436GOOSEHEAD INS INC COM CL AGSHD1,607$107,0580.01%
437INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETFIVZ3,030$106,6260.01%
438SPROTT PHYSICAL GOLD TR UNITSII6,090$105,3570.01%
439HOST HOTELS & RESORTS INC COMHST5,067$104,7860.01%
440WD 40 CO COMWDFC413$104,6170.01%
441NUVEEN S&P 500 BUY-WRITE INCOM COMNU7,890$104,3850.01%
442ISHARES MSCI MEXICO ETF4642868221,500$103,9650.01%
443SCHWAB U.S. SMALL-CAP ETF8085246072,080$102,4190.01%
444FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND33733E203665$102,2570.01%
445INNOVATOR PREMIUM INCOME 20 BARRIER ETF - OCTOBERINHD4,210$101,7140.01%
446HUBSPOT INC COMHUBS89,565$101,4510.01%
447SPDR S&P DIVIDEND ETF78464A763769$100,9240.01%
448ISHARES CHINA LARGE-CAP ETF4642871844,150$99,8910.01%
449ISHARES MSCI EAFE MIN VOL FACTOR ETF46429B6891,397$99,0190.01%
450UNITEDHEALTH GROUP INC COMUNH200$98,9400.01%
451SITEONE LANDSCAPE SUPPLY INC COMSITE565$98,6210.01%
452PACER US SMALL CAP CASH COWS 100 ETF69374H8572,000$98,3200.01%
453ANSYS INC COM03662Q105283$98,2460.01%
454ASTRAZENECA PLC SPONSORED ADRAZN1,434$97,1540.01%
455TRAVELERS COMPANIES INC COMTRV422$97,1190.01%
456MARSH & MCLENNAN COS INC COM571748102470$96,8110.01%
457REGENERON PHARMACEUTICALS COMREGN100$96,2490.01%
458HEALTHEQUITY INC COMHQY1,167$95,2620.01%
459WILLIAMS SONOMA INC COMWSM298$94,6240.01%
460SHELL PLC SPON ADSRYDAF1,408$94,3920.01%
461NUVEEN VIRGINIA QLTY MUNCPL FD COMNU8,428$93,2980.01%
462US BANCORP DEL COM NEWUSB-PS2,067$92,3950.01%
463REPLIGEN CORP COMRGEN501$92,1440.01%
464HEICO CORP NEW COMHEI-A480$91,6800.01%
465HANCOCK JOHN PFD INCOME FD SH BEN INT41013W1085,500$91,4650.01%
466AMETEK INC COMAME498$91,0840.01%
467ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF46435U4323,440$91,0220.01%
468PIMCO CORPORATE & INCOME OPPOR COMPTY6,109$90,8410.01%
469DIMENSIONAL INTERNATIONAL VALUE ETF25434V8072,460$90,4050.01%
470ROYAL BK CDA COM780087102892$89,9850.01%
471SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF78468R7882,209$89,9280.01%
472DOVER CORP COMDOV507$89,8350.01%
473CLEARBRIDGE MLP AND MIDSTRM FD COM1846922001,959$89,6830.01%
474DUPONT DE NEMOURS INC COMDD1,169$89,6270.01%
475SPROUT SOCIAL INC COM CL ASPT1,486$88,7290.01%
476WILLSCOT MOBIL MINI HLDNG CORP COM CL AWSC1,890$87,8850.01%
477ATRION CORP COM049904105189$87,6110.01%
478ECOLAB INC COMECL377$87,0490.01%
479FORTUNE BRANDS INNOVATIONS INC COMFBIN1,028$87,0410.01%
480ARES MANAGEMENT CORPORATION CL A COM STKARES-PB647$86,0380.01%
481INFOSYS LTD SPONSORED ADRINFY4,746$85,0960.01%
482CONSOLIDATED EDISON INC COMED931$84,5440.01%
483CORNERSTONE STRATEGIC VALUE FD COMCLM11,204$84,2540.01%
484DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V7082,637$84,2520.01%
485PAYCOM SOFTWARE INC COMPAYC420$83,5840.01%
486MANHATTAN ASSOCIATES INC COMMANH332$83,0760.01%
487VANGUARD FTSE EMERGING MARKETS ETF9220428581,981$82,7460.01%
488BERKLEY W R CORP COMWRB-PH931$82,3380.01%
489VERTIV HOLDINGS CO COM CL AVRT1,000$81,6700.01%
490INVESCO FTSE RAFI US 1000 ETFIVZ2,114$81,3260.01%
491EXPONENT INC COMEXPO970$80,2090.01%
492INVESCO S&P 500 REVENUE ETFIVZ844$79,1080.01%
493VANGUARD RUSSELL 1000 VALUE ETF92206C7141,000$78,6400.01%
494CARMAX INC COMKMX901$78,4860.01%
495EAGLE BANCORP INC MD COMEGBN3,316$77,8930.01%
496BLACKLINE INC COMBL1,206$77,8830.01%
497L3HARRIS TECHNOLOGIES INC COMLHX365$77,7820.01%
498DOMINION ENERGY INC COMD1,573$77,3760.01%
499WNS HLDGS LTD COM SHSG981961011,517$76,6540.01%
500ISHARES CORE TOTAL USD BOND MARKET ETF46434V6131,681$76,6370.01%