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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

Atria Investments, Inc

Quarter ended Q1 2024 · Filed May 21, 2024 · Accession 0001535865-24-000011

Total Value
$7.27B
Positions
963
Other Managers
25
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT443,736$186.6M2.89%
2ISHARES TR464287200349,626$183.8M2.85%
3UNIFIED SER TRUFI5,599,635$127.1M1.97%
4AMAZON COM INCAMZN616,798$111.3M1.73%
5NVIDIA CORPORATIONNVDA105,761$95.6M1.48%
6VANGUARD INDEX FDS922908363189,852$91.3M1.42%
7UNIFIED SER TRUFI2,744,645$88.2M1.37%
8APPLE INCAAPL492,777$84.5M1.31%
9SPDR S&P 500 ETF TRSPY140,237$73.4M1.14%
10VANGUARD INDEX FDS922908744449,819$73.3M1.14%
11VANGUARD INDEX FDS922908736196,392$67.6M1.05%
12UNIFIED SER TRUFI2,445,018$66.9M1.04%
13ISHARES TR46434V6131,414,878$64.5M1.00%
14VANGUARD TAX-MANAGED FDS9219438581,263,847$63.4M0.98%
15META PLATFORMS INCMETA123,429$59.9M0.93%
16VISA INCV197,399$55.1M0.85%
17JPMORGAN CHASE & COVYLD268,340$53.7M0.83%
18ALPHABET INCGOOG342,892$51.8M0.80%
19SPDR DOW JONES INDL AVERAGE78467X109118,206$47.0M0.73%
20ALPHABET INCGOOG288,625$44.0M0.68%
21ISHARES TR46432F339265,125$43.6M0.68%
22ISHARES TR464287655200,080$42.1M0.65%
23ISHARES TR46432F842546,952$40.6M0.63%
24ISHARES TR464287663444,218$40.2M0.62%
25UNITEDHEALTH GROUP INCUNH80,966$40.0M0.62%
26VANGUARD INDEX FDS922908611206,981$39.7M0.62%
27VANGUARD SCOTTSDALE FDS92206C706667,657$39.1M0.61%
28MASTERCARD INCORPORATEDMA81,120$39.1M0.61%
29ISHARES TR464287226383,836$37.6M0.58%
30BROADCOM INCAVGO28,183$37.4M0.58%
31ELI LILLY & COLLY47,850$37.2M0.58%
32BERKSHIRE HATHAWAY INC DELBRK-A87,507$36.8M0.57%
33CHEVRON CORP NEWCVX232,645$36.7M0.57%
34ISHARES TR46434V407859,052$36.6M0.57%
35FIRST TR EXCHANGE-TRADED FD33739Q408611,586$36.5M0.57%
36MERCK & CO INCMRK271,853$35.9M0.56%
37BLACKROCK ETF TRUSTBLK797,939$35.4M0.55%
38JOHNSON & JOHNSONJNJ220,393$34.9M0.54%
39INVESCO EXCH TRADED FD TR IIIVZ1,587,497$33.6M0.52%
40ISHARES INC46434G103646,332$33.4M0.52%
41NETFLIX INCNFLX54,682$33.2M0.52%
42VANGUARD INDEX FDS922908769126,943$33.0M0.51%
43ABBVIE INCABBV177,504$32.3M0.50%
44SALESFORCE INCCRM104,966$31.6M0.49%
45VANGUARD ADMIRAL FDS INC921932778356,264$31.5M0.49%
46ISHARES TR464287309369,995$31.2M0.48%
47UNIFIED SER TRUFI1,010,318$30.3M0.47%
48PROCTER AND GAMBLE CO742718109178,718$29.0M0.45%
49VANGUARD SCOTTSDALE FDS92206C771624,688$28.5M0.44%
50VANGUARD INTL EQUITY INDEX F922042858673,410$28.1M0.44%
51ISHARES TR464287432296,861$28.1M0.44%
52HOME DEPOT INCHD72,399$27.7M0.43%
53ADOBE INCADBE53,846$27.2M0.42%
54THERMO FISHER SCIENTIFIC INCTMO46,618$27.1M0.42%
55ISHARES TR46434V621460,907$26.8M0.42%
56ISHARES TR464288877490,462$26.7M0.41%
57SPDR SER TR78468R663284,251$26.1M0.40%
58ACCENTURE PLC IRELANDACN74,345$25.8M0.40%
59EXXON MOBIL CORPXOM217,020$25.2M0.39%
60ORACLE CORPORCL-PD199,214$25.0M0.39%
61ISHARES TR464287408133,546$24.9M0.39%
62NOVO-NORDISK A SNONOF180,137$23.1M0.36%
63ISHARES TR46436E718227,322$22.9M0.36%
64WALMART INCWMT373,074$22.5M0.35%
65ISHARES TR464288885216,251$22.4M0.35%
66ISHARES TR464288646421,409$21.6M0.34%
67PEPSICO INCPEP120,105$21.0M0.33%
68COSTCO WHSL CORP NEW22160K10527,723$20.3M0.31%
69SPDR SER TR78464A854320,755$19.7M0.31%
70VANGUARD CHARLOTTE FDS92203J407395,367$19.4M0.30%
71SERVICENOW INCNOW25,128$19.2M0.30%
72DISNEY WALT CO254687106154,530$18.9M0.29%
73ISHARES TR464287721138,173$18.7M0.29%
74QUALCOMM INCQCOM109,956$18.6M0.29%
75ABBOTT LABSABLZF163,432$18.6M0.29%
76EATON CORP PLCETN59,375$18.6M0.29%
77CISCO SYS INCCSCO371,960$18.6M0.29%
78MCDONALDS CORPMCD64,773$18.3M0.28%
79VANGUARD BD INDEX FDS921937827235,908$18.1M0.28%
80TESLA INCTSLA102,280$18.0M0.28%
81ISHARES TR464288588193,491$17.9M0.28%
82VANGUARD INDEX FDS92290859568,174$17.8M0.28%
83LOWES COS INC54866110769,653$17.7M0.28%
84SELECT SECTOR SPDR TR81369Y80384,752$17.7M0.27%
85AUTODESK INCADSK66,727$17.4M0.27%
86LENNAR CORPLEN-B100,841$17.3M0.27%
87SELECT SECTOR SPDR TR81369Y209116,507$17.2M0.27%
88COMCAST CORP NEWCCZ394,831$17.1M0.27%
89CATERPILLAR INCCAT45,729$16.8M0.26%
90BANK AMERICA CORP060505104436,444$16.5M0.26%
91GOLDMAN SACHS ETF TRNVGLF162,249$16.4M0.25%
92VERIZON COMMUNICATIONS INCVZ387,998$16.3M0.25%
93FIRST TR EXCHNG TRADED FD VI33740F805371,714$16.2M0.25%
94INTUITINTU24,927$16.2M0.25%
95CITIGROUP INCC-PR251,385$15.9M0.25%
96TAIWAN SEMICONDUCTOR MFG LTD874039100115,175$15.7M0.24%
97PHILIP MORRIS INTL INC718172109170,828$15.7M0.24%
98VANGUARD BD INDEX FDS921937835213,658$15.5M0.24%
99INTUITIVE SURGICAL INCISRG38,676$15.4M0.24%
100ISHARES TR464288604329,952$15.4M0.24%
101ZOETIS INCZTS89,729$15.2M0.24%
102INTERNATIONAL BUSINESS MACHSINTR79,274$15.1M0.23%
103FIRST TR EXCHNG TRADED FD VI33740F565673,602$15.0M0.23%
104WELLS FARGO CO NEW949746101258,834$15.0M0.23%
105ISHARES INC46434G764260,508$15.0M0.23%
106VANGUARD BD INDEX FDS921937819196,051$14.8M0.23%
107SPDR INDEX SHS FDS78463X889411,007$14.7M0.23%
108UNION PAC CORPUNP59,892$14.7M0.23%
109FRANKLIN TEMPLETON ETF TRFGDL319,887$14.7M0.23%
110HONEYWELL INTL INC43851610671,465$14.7M0.23%
111COCA COLA COKO238,155$14.6M0.23%
112US BANCORP DELUSB-PS317,065$14.2M0.22%
113UNITED PARCEL SERVICE INCUPS94,365$14.0M0.22%
114CONOCOPHILLIPSCOP108,289$13.8M0.21%
115PARKER-HANNIFIN CORPPH24,714$13.7M0.21%
116VANGUARD INDEX FDS92290875159,884$13.7M0.21%
117PROGRESSIVE CORP74331510366,168$13.7M0.21%
118MARSH & MCLENNAN COS INC57174810265,901$13.6M0.21%
119AMGEN INCAMGN47,592$13.5M0.21%
120SCHWAB CHARLES CORPSCHW-PJ186,945$13.5M0.21%
121SPDR GOLD TRGLD65,509$13.5M0.21%
122SELECT SECTOR SPDR TR81369Y40773,158$13.5M0.21%
123TEXAS INSTRS INC88250810477,187$13.4M0.21%
124TJX COS INC NEW872540109132,223$13.4M0.21%
125INVESCO EXCHANGE TRADED FD TIVZ78,945$13.4M0.21%
126JANUS DETROIT STR TR47103U845263,166$13.4M0.21%
127AUTOMATIC DATA PROCESSING INADP53,422$13.3M0.21%
128ASML HOLDING N VASMLF13,653$13.3M0.21%
129TIMOTHY PLAN887432326366,258$13.2M0.21%
130STARBUCKS CORPSBUX141,786$13.0M0.20%
131PACER FDS TR69374H568478,834$12.9M0.20%
132S&P GLOBAL INCSPGI30,240$12.9M0.20%
133VANGUARD SCOTTSDALE FDS92206C409163,350$12.6M0.20%
134VICTORY PORTFOLIOS II92647N535251,579$12.5M0.19%
135SPDR SER TR78464A409169,661$12.4M0.19%
136SELECT SECTOR SPDR TR81369Y506130,838$12.4M0.19%
137BOEING COBA-PA63,765$12.3M0.19%
138GENERAL DYNAMICS CORPGD43,562$12.3M0.19%
139LINDE PLCLIN25,790$12.0M0.19%
140AMERICAN EXPRESS COAXP52,317$11.9M0.18%
141FRANKLIN TEMPLETON ETF TRFGDL223,226$11.9M0.18%
142FIRST TR EXCHNG TRADED FD VI33740F433356,289$11.9M0.18%
143PNC FINL SVCS GROUP INC69347510573,379$11.9M0.18%
144ISHARES TR46434V803339,631$11.8M0.18%
145NIKE INCNKE125,774$11.8M0.18%
146FEDEX CORPFDX40,438$11.7M0.18%
147SCHWAB STRATEGIC TR808524797145,099$11.7M0.18%
148SHERWIN WILLIAMS COSHW33,504$11.6M0.18%
149ISHARES TR464288679104,372$11.5M0.18%
150AT&T INCT-PC654,533$11.5M0.18%
151BLACKROCK INCBLK13,745$11.5M0.18%
152GENERAL MTRS CO37045V100252,561$11.5M0.18%
153BLACKSTONE INCBX84,876$11.2M0.17%
154NORTHERN LTS FD TR IVNTRSO219,766$11.1M0.17%
155ISHARES TR464287507180,697$11.0M0.17%
156MEDTRONIC PLCMDT125,531$10.9M0.17%
157ISHARES TR46432F834160,374$10.9M0.17%
158SCHWAB STRATEGIC TR808524805278,125$10.9M0.17%
159SCHWAB STRATEGIC TR808524300114,734$10.6M0.17%
160VANGUARD STAR FDS921909768176,058$10.6M0.16%
161ISHARES TR464287457128,815$10.5M0.16%
162LOCKHEED MARTIN CORPLMT23,160$10.5M0.16%
163APPLIED MATLS INC03822210550,788$10.5M0.16%
164WORKDAY INCWDAY38,296$10.4M0.16%
165SOUTHERN COSOMN145,353$10.4M0.16%
166MONSTER BEVERAGE CORP NEWMNST175,762$10.4M0.16%
167ELEVANCE HEALTH INCELV19,898$10.3M0.16%
168DANAHER CORPORATION23585110241,301$10.3M0.16%
169PROLOGIS INC.PLDGP78,545$10.2M0.16%
170TRANE TECHNOLOGIES PLCTT33,914$10.2M0.16%
171D R HORTON INC23331A10961,729$10.2M0.16%
172NORTHROP GRUMMAN CORPNOC21,148$10.1M0.16%
173CHUBB LIMITEDCB38,564$10.0M0.15%
174ISHARES TR46428780489,593$9.9M0.15%
175ISHARES TR46428841490,936$9.8M0.15%
176ISHARES TR46428767183,266$9.8M0.15%
177MONDELEZ INTL INC609207105137,794$9.6M0.15%
178AIR PRODS & CHEMS INCAIIR39,781$9.6M0.15%
179INVESCO EXCH TRADED FD TR IIIVZ52,736$9.6M0.15%
180ISHARES TR46434V860189,701$9.6M0.15%
181WISDOMTREE TRWT123,910$9.4M0.15%
182SELECT SECTOR SPDR TR81369Y886143,031$9.4M0.15%
183THOR INDS INC88516010180,003$9.4M0.15%
184MICROCHIP TECHNOLOGY INC.MCHPP104,370$9.4M0.15%
185ADVANCED MICRO DEVICES INCAMD51,904$9.4M0.15%
186BOOKING HOLDINGS INCBKNG2,570$9.3M0.14%
187INNOVATOR ETFS TRUSTINHD231,996$9.1M0.14%
188MCKESSON CORPMCK16,746$9.0M0.14%
189VANGUARD INDEX FDS92290863737,441$9.0M0.14%
190FISERV INCFISV56,017$9.0M0.14%
191VANGUARD WHITEHALL FDS92194640672,720$8.8M0.14%
192VANGUARD MUN BD FDS922907746172,920$8.7M0.14%
193LAM RESEARCH CORPLRCX8,978$8.7M0.14%
194FRANKLIN TEMPLETON ETF TRFGDL404,502$8.6M0.13%
195ISHARES TR46429B66377,924$8.6M0.13%
196VERTEX PHARMACEUTICALS INCVRTX20,521$8.6M0.13%
197KLA CORPKLAC12,257$8.6M0.13%
198PACER FDS TR69374H857172,678$8.5M0.13%
199GARTNER INCIT17,883$8.5M0.13%
200ISHARES TR46428761425,086$8.5M0.13%
201PACER FDS TR69374H881144,947$8.4M0.13%
202INVESCO EXCH TRD SLF IDX FDIVZ412,082$8.4M0.13%
203VANGUARD INTL EQUITY INDEX F922042775142,839$8.4M0.13%
204MORGAN STANLEYMS-PQ88,892$8.4M0.13%
205THE CIGNA GROUP12552310022,911$8.3M0.13%
206REGENERON PHARMACEUTICALSREGN8,657$8.3M0.13%
207SELECT SECTOR SPDR TR81369Y70465,995$8.3M0.13%
208ISHARES TR46434V878162,345$8.2M0.13%
209NEXTERA ENERGY INCNEE-PW128,417$8.2M0.13%
210VANGUARD WORLD FD92204A88462,430$8.2M0.13%
211FIRST TR EXCHANGE-TRADED FD33741X102232,861$8.1M0.13%
212GOLDMAN SACHS GROUP INCGSCE19,379$8.1M0.13%
213UBER TECHNOLOGIES INCUBER104,105$8.0M0.12%
214INVESCO EXCHANGE TRADED FD TIVZ189,712$8.0M0.12%
215ISHARES TR46429B267349,497$8.0M0.12%
216SAP SESAPGF40,793$8.0M0.12%
217ISHARES TR46428746599,262$7.9M0.12%
218AMERICAN TOWER CORP NEW03027X10040,074$7.9M0.12%
219PALO ALTO NETWORKS INCPANW27,860$7.9M0.12%
220MAGNA INTL INC559222401145,277$7.9M0.12%
221SPDR SER TR78464A474265,100$7.9M0.12%
222ISHARES TR46428866168,009$7.9M0.12%
223VANECK ETF TRUST92189F437270,032$7.8M0.12%
224MARATHON PETE CORPMARA38,720$7.8M0.12%
225CVS HEALTH CORPCVS97,348$7.8M0.12%
226CROWN CASTLE INCCCI73,114$7.7M0.12%
227AIRBNB INCABNB46,856$7.7M0.12%
228ISHARES TR46432F39641,234$7.7M0.12%
229FIDELITY MERRIMACK STR TR316188309169,968$7.7M0.12%
230SELECT SECTOR SPDR TR81369Y85294,300$7.7M0.12%
231VANGUARD WHITEHALL FDS921946794111,598$7.7M0.12%
232PFIZER INCPFE274,775$7.6M0.12%
233WISDOMTREE TRWT175,339$7.6M0.12%
234BRISTOL-MYERS SQUIBB COCELG-RI138,838$7.5M0.12%
235MARTIN MARIETTA MATLS INC57328410612,205$7.5M0.12%
236WILLIAMS COS INC969457100191,730$7.5M0.12%
237VALERO ENERGY CORPVLO43,442$7.4M0.12%
238AUTOZONE INCAZO2,347$7.4M0.11%
239SYNOPSYS INCSNPS12,918$7.4M0.11%
240FACTSET RESH SYS INC30307510516,187$7.4M0.11%
241STRYKER CORPORATIONSYK20,395$7.3M0.11%
242VANGUARD BD INDEX FDS921937793100,823$7.3M0.11%
243ISHARES TR46429B69786,369$7.2M0.11%
244EQUINIX INCEQIX8,744$7.2M0.11%
245SELECT SECTOR SPDR TR81369Y30894,349$7.2M0.11%
246LIBERTY GLOBAL LTDLBTYK407,587$7.2M0.11%
247ECOLAB INCECL31,129$7.2M0.11%
248VANGUARD INDEX FDS92290855382,886$7.2M0.11%
249INTERCONTINENTAL EXCHANGE IN45866F10452,121$7.2M0.11%
250ANALOG DEVICES INCADI36,143$7.1M0.11%
251FIRST TR EXCHNG TRADED FD VI33740U208160,333$7.1M0.11%
252DEERE & CODE17,181$7.1M0.11%
253SELECT SECTOR SPDR TR81369Y860178,050$7.0M0.11%
254CONSTELLATION BRANDS INCSTZ25,726$7.0M0.11%
255DUKE ENERGY CORP NEWDUKB71,889$7.0M0.11%
256ISHARES TR46428744073,343$6.9M0.11%
257FAIR ISAAC CORPFICO5,547$6.9M0.11%
258SELECT SECTOR SPDR TR81369Y605164,228$6.9M0.11%
259DIAGEO PLCDGEAF46,249$6.9M0.11%
260ROPER TECHNOLOGIES INCROP12,218$6.9M0.11%
261FIRST TR EXCHNG TRADED FD VI33740F722143,455$6.7M0.10%
262SPDR SER TR78468R408266,860$6.7M0.10%
263VODAFONE GROUP PLC NEW92857W308755,963$6.7M0.10%
264AMERICAN ELEC PWR CO INC02553710177,394$6.7M0.10%
265SPDR SER TR78464A35991,097$6.7M0.10%
266ISHARES TR46428724261,018$6.6M0.10%
267PAYCHEX INCPAYX53,904$6.6M0.10%
268SSGA ACTIVE ETF TR78467V608156,017$6.6M0.10%
269GILEAD SCIENCES INCGILD89,515$6.6M0.10%
270CME GROUP INCCME30,295$6.5M0.10%
271AMERIPRISE FINL INC03076C10614,859$6.5M0.10%
272SPDR SER TR78468R200209,782$6.5M0.10%
273FIRST TR EXCHNG TRADED FD VI33740U737186,694$6.4M0.10%
274ISHARES TR46428865360,354$6.3M0.10%
275HERSHEY COHSY32,581$6.3M0.10%
276VANGUARD INTL EQUITY INDEX F92204286683,247$6.3M0.10%
277INTEL CORPINTC143,081$6.3M0.10%
278ISHARES TR46428851381,311$6.3M0.10%
279LEGG MASON ETF INVT52468L505212,074$6.3M0.10%
280COHEN & STEERS LTD DURATION19248C105314,040$6.3M0.10%
281GALLAGHER ARTHUR J & CO36357610925,161$6.3M0.10%
282GRAINGER W W INC3848021046,179$6.3M0.10%
283CAPITAL GROUP GROWTH ETF14020G101196,065$6.3M0.10%
284BLACKROCK ETF TRUST IIBLK119,076$6.2M0.10%
285ISHARES TR46434V100126,429$6.2M0.10%
286VANGUARD WORLD FD92204A70211,809$6.2M0.10%
287LKQ CORPLKQ114,922$6.1M0.10%
288INVESCO EXCH TRD SLF IDX FDIVZ318,100$6.1M0.10%
289TELEDYNE TECHNOLOGIES INCTDY14,231$6.1M0.09%
290COLGATE PALMOLIVE COCL67,625$6.1M0.09%
291VANECK ETF TRUST92189F64367,244$6.0M0.09%
292PAYPAL HLDGS INCPYPL89,149$6.0M0.09%
293OCCIDENTAL PETE CORP67459910591,676$6.0M0.09%
294DIAMONDBACK ENERGY INCFANG29,845$5.9M0.09%
295FASTENAL COFAST76,526$5.9M0.09%
296FIDELITY NATL INFORMATION SV31620M10679,312$5.9M0.09%
297TRACTOR SUPPLY COTSCO22,415$5.9M0.09%
298SHOPIFY INCSHOP75,648$5.8M0.09%
299PPG INDS INC69350610740,212$5.8M0.09%
300ASTRAZENECA PLCAZN85,255$5.8M0.09%
301EMERSON ELEC COEMR50,626$5.7M0.09%
302NXP SEMICONDUCTORS N VNXPI22,986$5.7M0.09%
303CAPITAL ONE FINL CORP14040H10538,015$5.7M0.09%
304ANSYS INC03662Q10516,270$5.6M0.09%
305COPART INCCPRT97,044$5.6M0.09%
306DOLLAR GEN CORP NEW25667710535,606$5.6M0.09%
307FIRST TR VALUE LINE DIVID IN33734H106131,282$5.5M0.09%
308SONY GROUP CORPSNEJF64,657$5.5M0.09%
309MASCO CORPMAS69,619$5.5M0.09%
310FIDELITY COVINGTON TRUST316092840121,199$5.5M0.09%
311OREILLY AUTOMOTIVE INC67103H1074,899$5.5M0.09%
312FIRST TR EXCHANGE-TRADED FD33738R50697,657$5.5M0.09%
313SCHWAB STRATEGIC TR80852420188,385$5.5M0.09%
314CLEAN HARBORS INCCLH27,078$5.5M0.08%
315AMPHENOL CORP NEW03209510147,231$5.4M0.08%
316DOMINION ENERGY INCD110,717$5.4M0.08%
317FORD MTR CO DEL345370860409,822$5.4M0.08%
318ISHARES TR46428828160,066$5.4M0.08%
319EOG RES INCEOG41,940$5.4M0.08%
320VANGUARD MALVERN FDS922020805111,844$5.4M0.08%
321NORFOLK SOUTHN CORP65584410820,995$5.4M0.08%
322CSX CORPCSX144,264$5.3M0.08%
323AMERICAN CENTY ETF TR025072505105,592$5.3M0.08%
324VANGUARD WORLD FD92191084044,582$5.3M0.08%
325PHILLIPS 66PSX32,351$5.3M0.08%
326MOTOROLA SOLUTIONS INCMSI14,858$5.3M0.08%
327ALCON AGALC62,671$5.2M0.08%
328POOL CORPPOOL12,905$5.2M0.08%
329ISHARES TR46428875244,931$5.2M0.08%
330SCHWAB STRATEGIC TR808524706205,812$5.2M0.08%
331VANGUARD SPECIALIZED FUNDS92190884428,394$5.2M0.08%
332FIRST TR EXCH TRADED FD III33739N108100,508$5.2M0.08%
333GRAPHIC PACKAGING HLDG COGPK176,418$5.1M0.08%
334BROADRIDGE FINL SOLUTIONS IN11133T10325,074$5.1M0.08%
335ISHARES TR46428825746,291$5.1M0.08%
336ISHARES TR46434V274168,116$5.0M0.08%
337BLOCK INCBSQKZ58,991$5.0M0.08%
338ISHARES TR46428759827,821$5.0M0.08%
339TRUIST FINL CORP89832Q109127,185$5.0M0.08%
340CHECK POINT SOFTWARE TECH LTM2246510430,206$5.0M0.08%
341CRH PLCCRH56,665$4.9M0.08%
342ROLLINS INCROL105,501$4.9M0.08%
343J P MORGAN EXCHANGE TRADED F46641Q33284,161$4.9M0.08%
344CADENCE DESIGN SYSTEM INCCDNS15,611$4.9M0.08%
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347ULTIMUS MANAGERS TR90386K639163,001$4.8M0.07%
348LYONDELLBASELL INDUSTRIES NLYB46,771$4.8M0.07%
349XYLEM INCXYL36,749$4.7M0.07%
350BANK NEW YORK MELLON CORP06405810082,343$4.7M0.07%
351CHARLES RIV LABS INTL INC15986410717,502$4.7M0.07%
352SHELL PLCRYDAF70,729$4.7M0.07%
353BERRY GLOBAL GROUP INC08579W10377,902$4.7M0.07%
354NOVARTIS AGNVSEF48,481$4.7M0.07%
355LEGG MASON ETF INVT52468L810232,120$4.7M0.07%
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357PACER FDS TR69374H816100,210$4.7M0.07%
358ISHARES TR464287341108,615$4.7M0.07%
359TRANSDIGM GROUP INCTDG3,780$4.7M0.07%
360VANGUARD WORLD FD92204A50417,206$4.7M0.07%
361IQVIA HLDGS INCIQV18,365$4.6M0.07%
362WASTE MGMT INC DEL94106L10921,534$4.6M0.07%
363ISHARES TR46435U713105,838$4.6M0.07%
364CUMMINS INCCMI15,571$4.6M0.07%
365HILTON WORLDWIDE HLDGS INCHLT21,479$4.6M0.07%
366TIMOTHY PLAN887432342124,253$4.6M0.07%
367BECTON DICKINSON & COBDX18,370$4.5M0.07%
368ILLINOIS TOOL WKS INC45230810916,857$4.5M0.07%
369METLIFE INCMET-PF60,805$4.5M0.07%
370VERISK ANALYTICS INCVRSK19,088$4.5M0.07%
371FREEPORT-MCMORAN INCFCX95,487$4.5M0.07%
372BERKLEY W R CORPWRB-PH50,637$4.5M0.07%
373WISDOMTREE TRWT151,863$4.5M0.07%
374FIRST TR MID CAP CORE ALPHAD33735B10839,379$4.5M0.07%
375ALTRIA GROUP INCMO102,257$4.5M0.07%
376VANGUARD WORLD FD92204A30633,657$4.4M0.07%
377MSCI INCMSCI7,890$4.4M0.07%
378AMERICAN CENTY ETF TR02507287747,041$4.4M0.07%
379VANGUARD WORLD FD92204A40542,335$4.3M0.07%
380SIMON PPTY GROUP INC NEW82880610927,651$4.3M0.07%
381VANGUARD WORLD FD92204A87630,261$4.3M0.07%
382VANGUARD INDEX FDS92290862917,259$4.3M0.07%
383DELL TECHNOLOGIES INCDELL37,522$4.3M0.07%
384ISHARES TR46428757247,645$4.3M0.07%
385CDW CORPCDW16,603$4.2M0.07%
386CORTEVA INCCTVA73,463$4.2M0.07%
387YUM BRANDS INCYUM30,504$4.2M0.07%
388FIRST TR EXCHNG TRADED FD VI33740F623100,483$4.2M0.07%
389VANGUARD ADMIRAL FDS INC92193250513,754$4.2M0.07%
390NATIONAL GRID PLCNMPWP61,319$4.2M0.06%
391MERCADOLIBRE INCMELI2,765$4.2M0.06%
392OLD DOMINION FREIGHT LINE INODFL19,002$4.2M0.06%
393ENTEGRIS INCENTG29,566$4.2M0.06%
394RB GLOBAL INCRBA54,457$4.1M0.06%
395PIMCO ETF TR72201R78344,066$4.1M0.06%
396JOHNSON CTLS INTL PLCG5150210562,559$4.1M0.06%
397LISTED FD TR53656F599197,005$4.1M0.06%
398CHIPOTLE MEXICAN GRILL INCCMG1,401$4.1M0.06%
399SCHLUMBERGER LTDSLB73,617$4.0M0.06%
400FIRST TR EXCHNG TRADED FD VI33740F755143,955$4.0M0.06%
401RAYMOND JAMES FINL INC75473010931,287$4.0M0.06%
402ARISTA NETWORKS INCANET13,786$4.0M0.06%
403LENNOX INTL INC5261071078,174$4.0M0.06%
404GLOBAL X FDS37954Y29381,407$4.0M0.06%
405SPDR INDEX SHS FDS78463X509110,161$4.0M0.06%
406VANGUARD WORLD FD92204A80119,371$4.0M0.06%
407METTLER TOLEDO INTERNATIONALMTD2,974$4.0M0.06%
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410DEVON ENERGY CORP NEW25179M10378,314$3.9M0.06%
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413CINTAS CORPCTAS5,680$3.9M0.06%
414VANECK ETF TRUST92189F536216,370$3.9M0.06%
415VANECK ETF TRUST92189F67617,161$3.9M0.06%
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417VANGUARD WORLD FD92204A20718,816$3.8M0.06%
418WEC ENERGY GROUP INCWEC46,516$3.8M0.06%
419SCHWAB STRATEGIC TR80852460777,129$3.8M0.06%
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421VANGUARD WORLD FD92204A60315,421$3.8M0.06%
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423PINNACLE FINL PARTNERS INC72346Q10443,241$3.7M0.06%
4243M COMMM34,961$3.7M0.06%
425KKR & CO INCKKRT36,702$3.7M0.06%
426RYAN SPECIALTY HOLDINGS INCRYAN66,308$3.7M0.06%
427ATMOS ENERGY CORPATO30,912$3.7M0.06%
428NORDSON CORPNDSN13,265$3.6M0.06%
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430HENRY JACK & ASSOC INC42628110120,744$3.6M0.06%
431SPDR SER TR78468R52336,225$3.6M0.06%
432VANGUARD WORLD FD92191087319,249$3.6M0.06%
433CARMAX INCKMX41,221$3.6M0.06%
434WISDOMTREE TRWT76,872$3.6M0.06%
435ISHARES INC46434G82250,124$3.6M0.06%
436AMERICAN INTL GROUP INC02687478445,731$3.6M0.06%
437CROWDSTRIKE HLDGS INCCRWD11,117$3.6M0.06%
438REALTY INCOME CORPO65,553$3.5M0.06%
439MCCORMICK & CO INCMKC-V46,161$3.5M0.05%
440CANADIAN PACIFIC KANSAS CITYCP40,175$3.5M0.05%
441COOPER COS INC21664850134,903$3.5M0.05%
442DIMENSIONAL ETF TRUST25434V203116,936$3.5M0.05%
443CHURCH & DWIGHT CO INCCHD33,636$3.5M0.05%
444RELX PLCRLXXF81,038$3.5M0.05%
445INVESCO EXCH TRD SLF IDX FDIVZ181,916$3.5M0.05%
446ISHARES TR46428762212,088$3.5M0.05%
447CANADIAN NATL RY CO13637510226,435$3.5M0.05%
448INVESCO EXCHANGE TRADED FD TIVZ168,441$3.5M0.05%
449XCEL ENERGY INCXELLL64,332$3.5M0.05%
450INVESCO EXCHANGE TRADED FD TIVZ97,965$3.4M0.05%
451ISHARES TR46435GAA0143,574$3.4M0.05%
452RPM INTL INC74968510328,784$3.4M0.05%
453ISHARES TR46434VBD1137,597$3.4M0.05%
454CARRIER GLOBAL CORPORATIONCARR58,686$3.4M0.05%
455COSTAR GROUP INCCSGP35,277$3.4M0.05%
456ISHARES TR46434V45685,885$3.4M0.05%
457NORTHERN LTS FD TR IVNTRSO90,574$3.4M0.05%
458BENTLEY SYS INCBSY65,161$3.4M0.05%
459SYSCO CORPSYY41,767$3.4M0.05%
460EXPEDITORS INTL WASH INC30213010927,834$3.4M0.05%
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462NVENT ELECTRIC PLCNVT44,688$3.4M0.05%
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464SPDR SER TR78468R62235,237$3.4M0.05%
465PGIM ETF TR69344A83465,694$3.3M0.05%
466SCHWAB STRATEGIC TR80852483972,771$3.3M0.05%
467DEXCOM INCDXCM24,031$3.3M0.05%
468WATSCO INCWSO-B7,691$3.3M0.05%
469ISHARES TR46429B74733,363$3.3M0.05%
470ISHARES GOLD TRIAU78,723$3.3M0.05%
471ISHARES TR46435G42528,628$3.3M0.05%
472FIDELITY COVINGTON TRUST31609280821,094$3.3M0.05%
473MICRON TECHNOLOGY INCMU27,749$3.3M0.05%
474BARCLAYS BANK PLCVXZ104,139$3.2M0.05%
475VANGUARD WORLD FD92204A10810,168$3.2M0.05%
476FIRST TR EXCHANGE-TRADED FD33738D804172,055$3.2M0.05%
477ZEBRA TECHNOLOGIES CORPORATIZBRA10,700$3.2M0.05%
478KIMBERLY-CLARK CORPKMB24,924$3.2M0.05%
479LPL FINL HLDGS INC50212V10012,185$3.2M0.05%
480J P MORGAN EXCHANGE TRADED F46641Q83763,483$3.2M0.05%
481ALLSTATE CORPALL-PJ18,470$3.2M0.05%
482ALEXANDRIA REAL ESTATE EQ IN01527110924,776$3.2M0.05%
483ISHARES TR46428876024,151$3.2M0.05%
484FIRST TR MORNINGSTAR DIVID L33691710982,664$3.2M0.05%
485WEST PHARMACEUTICAL SVSC INC9553061058,035$3.2M0.05%
486ISHARES TR46428747325,337$3.2M0.05%
487BERKSHIRE HATHAWAY INC DELBRK-A5$3.2M0.05%
488T-MOBILE US INCTMUSZ19,414$3.2M0.05%
489ENTERGY CORP NEWENO29,983$3.2M0.05%
490MARRIOTT INTL INC NEW57190320212,512$3.2M0.05%
491WISDOMTREE TRWT72,461$3.1M0.05%
492COTERRA ENERGY INCCTRA112,562$3.1M0.05%
493ALIGN TECHNOLOGY INCALGN9,518$3.1M0.05%
494WISDOMTREE TRWT64,175$3.1M0.05%
495ISHARES TR46428868796,961$3.1M0.05%
496JANUS DETROIT STR TR47103U85269,264$3.1M0.05%
497SITEONE LANDSCAPE SUPPLY INCSITE17,771$3.1M0.05%
498VANGUARD INDEX FDS92290865217,695$3.1M0.05%
499SAIA INCSAIA5,298$3.1M0.05%
500ASPEN TECHNOLOGY INC29109X10614,519$3.1M0.05%