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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

FineMark National Bank & Trust

Quarter ended Q2 2023 · Filed May 8, 2023 · Accession 0001537720-23-000006

Total Value
$2.40B
Positions
514
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1UNITED PARCEL SERVICE INCUPS1,725,156$334.7M14.29%
2SPDR S&P 500 ETF TRSPY290,781$119.0M5.08%
3APPLE INCAAPL610,494$100.7M4.30%
4ISHARES TR464287200179,324$73.7M3.15%
5FINEMARK HLDGS INC31788B1082,444,468$68.8M2.94%
6SPDR S&P MIDCAP 400 ETF TRMDY136,367$62.5M2.67%
7MICROSOFT CORPMSFT200,883$57.9M2.47%
8ISHARES TR464287655238,577$42.6M1.82%
9ALPHABET INCGOOG279,529$29.1M1.24%
10ISHARES TR464287507109,194$27.3M1.17%
11HOME DEPOT INCHD92,282$27.2M1.16%
12VANGUARD WHITEHALL FDS921946406252,058$26.6M1.14%
13BROADCOM INCAVGO38,663$24.8M1.06%
14ADOBE SYSTEMS INCORPORATEDADBE60,893$23.5M1.00%
15HONEYWELL INTL INC438516106120,817$23.1M0.99%
16PROCTER AND GAMBLE CO742718109149,872$22.3M0.95%
17ISHARES TR464287465307,548$22.0M0.94%
18MASTERCARD INCORPORATEDMA56,325$20.5M0.87%
19JPMORGAN CHASE & COVYLD149,561$19.5M0.83%
20MCDONALDS CORPMCD68,129$19.0M0.81%
21NEXTERA ENERGY INCNEE-PW244,940$18.9M0.81%
22BERKSHIRE HATHAWAY INC DELBRK-A40$18.6M0.80%
23UNION PAC CORPUNP92,110$18.5M0.79%
24CISCO SYS INCCSCO348,247$18.2M0.78%
25NVIDIA CORPORATIONNVDA63,817$17.7M0.76%
26ISHARES TR46428762278,341$17.6M0.75%
27RAYTHEON TECHNOLOGIES CORPRTX177,145$17.3M0.74%
28UNITEDHEALTH GROUP INCUNH36,688$17.3M0.74%
29TJX COS INC NEW872540109219,253$17.2M0.73%
30NIKE INCNKE134,969$16.6M0.71%
31CATERPILLAR INCCAT72,058$16.5M0.70%
32DANAHER CORPORATION23585110264,598$16.3M0.70%
33ISHARES TR464287804168,117$16.3M0.69%
34JOHNSON & JOHNSONJNJ103,998$16.1M0.69%
35BLACKROCK INCBLK23,981$16.0M0.69%
36AMAZON COM INCAMZN152,446$15.7M0.67%
37ELEVANCE HEALTH INCELV33,051$15.2M0.65%
38ISHARES TR464287408100,102$15.2M0.65%
39MERCK & CO INCMRK141,878$15.1M0.64%
40INVESCO EXCH TRADED FD TR IIIVZ234,445$14.6M0.62%
41WALMART INCWMT97,799$14.4M0.62%
42DEERE & CODE32,301$13.3M0.57%
43META PLATFORMS INCMETA62,343$13.2M0.56%
44QUANTA SVCS INC74762E10278,968$13.2M0.56%
45ORACLE CORPORCL-PD139,287$12.9M0.55%
46COCA COLA COKO206,079$12.8M0.55%
47LOCKHEED MARTIN CORPLMT26,686$12.6M0.54%
48BERKSHIRE HATHAWAY INC DELBRK-A40,717$12.6M0.54%
49PFIZER INCPFE305,848$12.5M0.53%
50ABBVIE INCABBV77,611$12.4M0.53%
51MORGAN STANLEYMS-PQ135,020$11.9M0.51%
52DISNEY WALT CO254687106115,871$11.6M0.50%
53INTERCONTINENTAL EXCHANGE IN45866F104110,284$11.5M0.49%
54AMGEN INCAMGN47,106$11.4M0.49%
55ISHARES TR464287234287,082$11.3M0.48%
56BP PLCBPPFF294,401$11.2M0.48%
57CDW CORPCDW57,181$11.1M0.48%
58SHELL PLCRYDAF192,017$11.0M0.47%
59HILTON WORLDWIDE HLDGS INCHLT74,459$10.5M0.45%
60ICON PLCICLR48,220$10.3M0.44%
61LOWES COS INC54866110751,475$10.3M0.44%
62EOG RES INCEOG89,222$10.2M0.44%
63QUALCOMM INCQCOM78,927$10.1M0.43%
64TRANE TECHNOLOGIES PLCTT54,494$10.0M0.43%
65CUMMINS INCCMI41,195$9.8M0.42%
66PEPSICO INCPEP53,747$9.8M0.42%
67VISA INCV43,323$9.8M0.42%
68ALPHABET INCGOOG92,375$9.6M0.41%
69EXXON MOBIL CORPXOM85,645$9.4M0.40%
70ENVISTA HOLDINGS CORPORATIONNVST224,210$9.2M0.39%
71ACCENTURE PLC IRELANDACN31,915$9.1M0.39%
72GALLAGHER ARTHUR J & CO36357610946,573$8.9M0.38%
73AIR PRODS & CHEMS INCAIIR30,516$8.8M0.37%
74ANALOG DEVICES INCADI41,930$8.3M0.35%
75L3HARRIS TECHNOLOGIES INCLHX41,800$8.2M0.35%
76BROADRIDGE FINL SOLUTIONS IN11133T10352,667$7.7M0.33%
77CVS HEALTH CORPCVS103,399$7.7M0.33%
78NORTHROP GRUMMAN CORPNOC16,316$7.5M0.32%
79TOPGOLF CALLAWAY BRANDS CORP131193104345,862$7.5M0.32%
80HESS CORPHESM55,943$7.4M0.32%
81MEDTRONIC PLCMDT87,399$7.0M0.30%
82STARBUCKS CORPSBUX66,885$7.0M0.30%
83CHEVRON CORP NEWCVX41,149$6.7M0.29%
84DUKE ENERGY CORP NEWDUKB68,305$6.6M0.28%
85LILLY ELI & COLLY18,888$6.5M0.28%
86FISERV INCFISV57,246$6.5M0.28%
87INVESCO QQQ TRIVZ19,463$6.2M0.27%
88CONSTELLATION BRANDS INCSTZ27,563$6.2M0.27%
89WATSCO INCWSO-B19,283$6.1M0.26%
90QUEST DIAGNOSTICS INCDGX41,587$5.9M0.25%
91ISHARES TR46428761423,706$5.8M0.25%
92LINDE PLCLIN16,030$5.7M0.24%
93PIONEER NAT RES CO72378710727,733$5.7M0.24%
94BECTON DICKINSON & COBDX22,533$5.6M0.24%
95VANGUARD BD INDEX FDS92193782772,422$5.5M0.24%
96LAUDER ESTEE COS INC51843910421,787$5.4M0.23%
97ABBOTT LABSABLZF52,559$5.3M0.23%
98BLACKSTONE INCBX59,161$5.2M0.22%
99INTERNATIONAL FLAVORS&FRAGRA45950610155,315$5.1M0.22%
100ISHARES TR46428749972,660$5.1M0.22%
101OWENS CORNING NEWOC51,962$5.0M0.21%
102AMERICAN TOWER CORP NEW03027X10024,245$5.0M0.21%
103ASML HOLDING N VASMLF6,994$4.8M0.20%
104SERVICENOW INCNOW10,238$4.8M0.20%
105DIAGEO PLCDGEAF26,228$4.8M0.20%
106TITAN PARTNERS LPKMCM1$4.7M0.20%
107TEXAS INSTRS INC88250810425,253$4.7M0.20%
108APA CORPORATIONAPA125,606$4.5M0.19%
109VERIZON COMMUNICATIONS INCVZ115,012$4.5M0.19%
110SPDR GOLD TRGLD23,633$4.3M0.18%
111AVALONBAY CMNTYS INCAWX25,375$4.3M0.18%
112ISHARES TR46428730965,893$4.2M0.18%
113HOULIHAN LOKEY INCHLI48,059$4.2M0.18%
114DARDEN RESTAURANTS INCDRI24,986$3.9M0.17%
115AVANTOR INCAVTR182,787$3.9M0.17%
116ISHARES GOLD TRIAU102,886$3.8M0.16%
117BRISTOL-MYERS SQUIBB COCELG-RI52,528$3.6M0.16%
118STAG INDL INC85254J102105,082$3.6M0.15%
119INVESCO EXCH TRADED FD TR IIIVZ65,407$3.4M0.15%
120VANGUARD INDEX FDS92290876916,724$3.4M0.15%
121TESLA INCTSLA15,760$3.3M0.14%
122MAGNA INTL INC55922240159,541$3.2M0.14%
123INVESCO EXCHANGE TRADED FD TIVZ21,967$3.2M0.14%
124SPDR SER TR78464A76325,619$3.2M0.14%
125PHILIP MORRIS INTL INC71817210932,567$3.2M0.14%
126THERMO FISHER SCIENTIFIC INCTMO5,459$3.1M0.13%
127MONDELEZ INTL INC60920710545,099$3.1M0.13%
128APPLIED MATLS INC03822210523,586$2.9M0.12%
129COMCAST CORP NEWCCZ75,273$2.9M0.12%
130ISHARES TR46428722628,307$2.8M0.12%
131EMERSON ELEC COEMR31,823$2.8M0.12%
132ALEXANDRIA REAL ESTATE EQ IN01527110921,683$2.7M0.12%
133VALERO ENERGY CORPVLO19,301$2.7M0.12%
134SELECT SECTOR SPDR TR81369Y50632,221$2.7M0.11%
135DICKS SPORTING GOODS INC25339310218,430$2.6M0.11%
1363M COMMM22,885$2.4M0.10%
137US BANCORP DELUSB-PS63,249$2.3M0.10%
138ISHARES TR46428716819,423$2.3M0.10%
139COSTCO WHSL CORP NEW22160K1054,570$2.3M0.10%
140ISHARES TR46428748124,364$2.2M0.09%
141AT&T INCT-PC114,983$2.2M0.09%
142MOUNTAINEER MANAGEMENT, LLC62016A9012$2.2M0.09%
143TRACTOR SUPPLY COTSCO9,296$2.2M0.09%
144AMERIPRISE FINL INC03076C1067,029$2.2M0.09%
145QUANTEDGE GLOBAL FUND, CLASS B74762A9021,317$2.1M0.09%
146BOEING COBA-PA9,351$2.0M0.08%
147SCHWAB STRATEGIC TR80852480555,877$1.9M0.08%
148ISHARES TR46428717616,417$1.8M0.08%
149SELECT SECTOR SPDR TR81369Y80311,504$1.7M0.07%
150DEVON ENERGY CORP NEW25179M10334,224$1.7M0.07%
151VANGUARD SPECIALIZED FUNDS92190884410,573$1.6M0.07%
152RIO TINTO PLCRTNTF23,006$1.6M0.07%
153INTERPUBLIC GROUP COS INCINTR42,262$1.6M0.07%
154LYONDELLBASELL INDUSTRIES NLYB16,760$1.6M0.07%
155BANK AMERICA CORP06050510454,916$1.6M0.07%
156ALTRIA GROUP INCMO35,012$1.6M0.07%
157AMERISOURCEBERGEN CORPCOR9,744$1.6M0.07%
158VANGUARD INDEX FDS9229087517,821$1.5M0.06%
159TIDE ROCK YIELDCO LLC88635A9072,037$1.5M0.06%
160NOVARTIS AGNVSEF15,929$1.5M0.06%
161AMCOR PLCAMCCF125,400$1.4M0.06%
162AMERICAN EXPRESS COAXP8,581$1.4M0.06%
163ISHARES TR46428864627,996$1.4M0.06%
164ARCHER DANIELS MIDLAND COADM17,690$1.4M0.06%
165ARISTA NETWORKS INCANET8,186$1.4M0.06%
166SCHWAB STRATEGIC TR80852420127,977$1.4M0.06%
167MARATHON PETE CORPMARA9,991$1.3M0.06%
168AMERICAN ELEC PWR CO INC02553710114,787$1.3M0.06%
169VANGUARD TAX-MANAGED FDS92194385829,297$1.3M0.06%
170INTERNATIONAL BUSINESS MACHSINTR9,985$1.3M0.06%
171VANGUARD INDEX FDS9229083633,460$1.3M0.06%
172ISHARES SILVER TRSLV58,673$1.3M0.06%
173GENERAL DYNAMICS CORPGD5,674$1.3M0.06%
174CARRIER GLOBAL CORPORATIONCARR27,304$1.2M0.05%
175TIDE ROCK YIELDCO LLC88635A9151,667$1.2M0.05%
176COLGATE PALMOLIVE COCL15,987$1.2M0.05%
177NEW JERSEY RES CORPNJR22,527$1.2M0.05%
178STRYKER CORPORATIONSYK4,169$1.2M0.05%
179ILLINOIS TOOL WKS INC4523081094,882$1.2M0.05%
180TARGET CORPTGT7,152$1.2M0.05%
181T-MOBILE US INCTMUSZ8,141$1.2M0.05%
182INTUITIVE SURGICAL INCISRG4,566$1.2M0.05%
183KKR & CO INCKKRT22,114$1.2M0.05%
184CME GROUP INCCME6,017$1.2M0.05%
185DUPONT DE NEMOURS INCDD15,978$1.1M0.05%
186CONOCOPHILLIPSCOP11,480$1.1M0.05%
187SANDY SPRING BANCORP INC80036310343,156$1.1M0.05%
188EVOLUTION CREDIT PARTNERS TF LP34004A9041$1.0M0.04%
189ISHARES TR46428858810,768$1.0M0.04%
190NETFLIX INCNFLX2,946$1.0M0.04%
191SELECT SECTOR SPDR TR81369Y30813,213$987,1430.04%
192EDWARDS LIFESCIENCES CORPEW11,534$954,2070.04%
193PPG INDS INC6935061077,088$946,8150.04%
194STANDARD MTR PRODS INC85366610525,517$941,8320.04%
195AMERICAN EAGLE OUTFITTERS INAEO69,906$939,5360.04%
196ISHARES TR4642872428,570$939,3570.04%
197THE CIGNA GROUP1255231003,651$932,9400.04%
198ISHARES TR4642876484,026$913,1770.04%
199VANGUARD SCOTTSDALE FDS92206C66412,611$909,0000.04%
200BEACON POINT ASSOCIATES LLC07367A9012$904,2720.04%
201SCHWAB STRATEGIC TR80852460721,387$896,7560.04%
202ISHARES INC46434G10317,924$874,5110.04%
203FASTENAL COFAST16,041$865,2510.04%
204ALTEGRIS KKR COMMITMENTS MASTER FUND02154A9091$861,8130.04%
205CITIGROUP INCC-PR18,180$852,4600.04%
206ISHARES TR46432F84212,735$851,3340.04%
207AUTODESK INCADSK4,058$844,7130.04%
208KINDER MORGAN INC DELEP-PC48,113$842,4580.04%
209WEC ENERGY GROUP INCWEC8,849$838,7960.04%
210PENCO ASSN LTD PARTNERSHIP70669A9041$832,9990.04%
211PAYCHEX INCPAYX7,213$826,5370.04%
212VANGUARD INTL EQUITY INDEX F92204285820,245$817,8980.03%
213ISHARES TR4642874737,624$809,6680.03%
214ISHARES TR4642876305,871$804,4440.03%
215HARRISON PAUL LLC WARRANTY41485A9071$800,3170.03%
216TRAVELERS COMPANIES INCTRV4,669$800,3130.03%
217SCHWAB STRATEGIC TR80852410216,689$798,5680.03%
218ADVANCED MICRO DEVICES INCAMD8,143$798,0950.03%
219VANGUARD INDEX FDS9229085539,322$774,0980.03%
220SHERWIN WILLIAMS COSHW3,339$750,5070.03%
221AIRBNB INCABNB5,959$741,2990.03%
222EATON CORP PLCETN4,229$724,5960.03%
223SELECT SECTOR SPDR TR81369Y88610,702$724,4180.03%
224OTIS WORLDWIDE CORPOTIS8,477$715,4580.03%
225CORNING INCGLW20,114$709,6210.03%
226MANULIFE FINL CORP56501R10638,499$706,8410.03%
227SAGE GROUSE, LLC78662A9041$705,0000.03%
228PAYPAL HLDGS INCPYPL9,160$695,6100.03%
229PALO ALTO NETWORKS INCPANW3,462$691,4990.03%
230PNC FINL SVCS GROUP INC6934751055,425$689,5170.03%
231ATLANTIC UN BANKSHARES CORP04911A10719,587$686,5240.03%
232DELTA AIR LINES INC DELDAL19,513$681,3930.03%
233FEDEX CORPFDX2,977$680,2140.03%
234ROGERS COMMUNICATIONS INCRCIAF14,307$663,2720.03%
235GENERAL ELECTRIC CO3696043016,932$662,6990.03%
236GOLDMAN SACHS GROUP INCGSCE2,015$659,1260.03%
237NORFOLK SOUTHN CORP6558441083,108$658,8960.03%
238SCHWAB STRATEGIC TR8085245089,711$658,8910.03%
239ISHARES TR4642885138,691$656,6050.03%
240CONSOLIDATED EDISON INCED6,837$654,0950.03%
241SCHLUMBERGER LTDSLB13,313$653,6680.03%
242MICROCHIP TECHNOLOGY INC.MCHPP7,695$644,6870.03%
243ISHARES TR4642876069,009$644,2330.03%
244OLD DOMINION FREIGHT LINE INODFL1,875$639,0750.03%
245SELECT SECTOR SPDR TR81369Y60519,606$630,3320.03%
246TAIWAN SEMICONDUCTOR MFG LTD8740391006,759$628,7220.03%
247UBER TECHNOLOGIES INCUBER19,703$624,5850.03%
248PHILLIPS 66PSX6,150$623,4870.03%
249DOW INCDOW11,052$605,8700.03%
250DOLLAR GEN CORP NEW2566771052,867$603,3880.03%
251PUBLIC SVC ENTERPRISE GRP IN7445731069,594$599,1450.03%
252XCEL ENERGY INCXELLL8,821$594,8880.03%
253SALESFORCE INCCRM2,975$594,3450.03%
254FORTUNE BRANDS INNOVATIONS IFBIN10,050$590,2360.03%
255SCHWAB CHARLES CORPSCHW-PJ11,171$585,1360.02%
256MICROSOFT CORPMSFT2,025$583,8070.02%
257DOMINION ENERGY INCD10,423$582,7490.02%
258EVERGY INCEVRG9,264$566,2150.02%
259AMAZON COM INCAMZN5,400$557,7660.02%
260ALLSTATE CORPALL-PJ5,013$555,4900.02%
261CARLYLE SECURED LENDING INCCGBD40,381$549,9890.02%
262BROADCOM INCAVGO850$545,3090.02%
263TORONTO DOMINION BK ONTTORO9,092$544,6100.02%
264INTUITINTU1,205$537,2250.02%
265EVERSOURCE ENERGYES6,854$536,3940.02%
266S&P GLOBAL INCSPGI1,549$534,0480.02%
267CSX CORPCSX17,728$530,7760.02%
268NEOGENOMICS INCNEO29,667$516,5020.02%
269SELECT SECTOR SPDR TR81369Y2093,901$505,0230.02%
270GLOBE LIFE INCGL-PD4,587$504,6610.02%
271CAPRI HOLDINGS LIMITEDCPRI10,707$503,2290.02%
272VANGUARD MALVERN FDS92202080510,289$492,0190.02%
273OREILLY AUTOMOTIVE INC67103H107579$491,5590.02%
274WELLS FARGO CO NEW94974610112,949$484,0330.02%
275HARROW HEALTH INCHROW22,730$480,9660.02%
276ZOETIS INCZTS2,886$480,3450.02%
277NOVO-NORDISK A SNONOF2,999$477,2600.02%
278CHUBB LIMITEDCB2,453$476,3230.02%
279HERSHEY COHSY1,869$475,4920.02%
280ENTERPRISE PRODS PARTNERS L29379210718,324$474,5910.02%
281GILEAD SCIENCES INCGILD5,639$467,8670.02%
282GENUINE PARTS COGPC2,778$464,7870.02%
283VANGUARD INDEX FDS9229086523,242$454,5280.02%
284ISHARES TR46428868714,344$447,8190.02%
285FIRST BANCORP INC MEFNLC17,150$444,0130.02%
286INTEL CORPINTC13,357$436,3730.02%
287WYNDHAM HOTELS & RESORTS INCWH6,413$435,1220.02%
288ALTEGRIS KKR COMMITMENTS MASTER FUND02090C9101$427,3940.02%
289SYSCO CORPSYY5,465$422,0610.02%
290ENERGY TRANSFER L PET-PI33,769$421,0990.02%
291AVERY DENNISON CORPAVY2,346$419,7690.02%
292CORTEVA INCCTVA6,937$418,3700.02%
293DOVER CORPDOV2,733$415,2520.02%
294ROSS STORES INCROST3,886$412,4210.02%
295VANGUARD WORLD FDS92204A7021,065$410,5250.02%
296SCHWAB STRATEGIC TR80852484720,875$407,0620.02%
297INVESCO EXCH TRADED FD TR IIIVZ9,506$402,5790.02%
298ISHARES TR4642875563,110$401,6870.02%
299SOUTHERN COSOMN5,762$400,9190.02%
300HOVNANIAN ENTERPRISES INCHOVVB5,879$398,8310.02%
301FIRST SOLAR INCFSLR1,825$396,9370.02%
302FIRST HORIZON CORPORATIONFHN-PH22,165$394,0930.02%
303ALBEMARLE CORPALB-PA1,780$393,4510.02%
304FORD MTR CO DEL34537086030,535$384,7410.02%
305RIO TINTO PLCRTNTF5,600$384,1600.02%
306ALTEGRIS MILLENNIUM LP02152A9351$382,7680.02%
307MOODYS CORPMCO1,244$380,6880.02%
308KLA CORPKLAC950$379,2110.02%
309J P MORGAN EXCHANGE TRADED F46641Q2256,305$375,3360.02%
310ARCBEST CORPARCB4,019$371,4350.02%
311GENERAL MLS INC3703341044,329$369,9560.02%
312GRAINGER W W INC384802104535$368,5130.02%
313VANGUARD BD INDEX FDS9219378354,961$366,2700.02%
314AMERICAN WTR WKS CO INC NEW0304201032,475$362,5620.02%
315SEMPRASREA2,383$360,2140.02%
316FS KKR CAP CORPFSK19,419$359,2510.02%
317VANGUARD WORLD FDS92204A3063,100$354,1130.02%
318SELECT SECTOR SPDR TR81369Y4072,294$343,0440.01%
319OCCIDENTAL PETE CORP6745991055,482$342,2410.01%
320VANGUARD INDEX FDS9229086291,614$340,4240.01%
321OGE ENERGY CORPOGE8,918$335,8510.01%
322TESLA INCTSLA1,615$335,0470.01%
323R&R INVESTMENTS LLC76019A9081$333,3330.01%
324YUM BRANDS INCYUM2,518$332,5770.01%
325META PLATFORMS INCMETA1,568$332,3210.01%
326BIOGEN INCBIIB1,195$332,2450.01%
327D R HORTON INC23331A1093,385$330,6800.01%
328SCHWAB STRATEGIC TR8085247974,463$326,5130.01%
329KEYCORP49326710826,059$326,2580.01%
330BAXTER INTL INC0718131098,002$324,5610.01%
331TRANSDIGM GROUP INCTDG438$322,8270.01%
332WISDOMTREE TRWT5,190$321,0530.01%
333APPLE INCAAPL1,932$318,5860.01%
334MARKEL CORPMKL248$316,7970.01%
335BANK NEW YORK MELLON CORP0640581006,862$311,8090.01%
336KIMBERLY-CLARK CORPKMB2,315$310,7190.01%
337VERITION MULTI-STRATEGY LLC92343A9021$309,7520.01%
338HOLOGIC INCHOLX3,824$308,5960.01%
339IDEXX LABS INC45168D104616$308,0490.01%
340POLARIS INCPII2,777$307,2190.01%
341FIFTH THIRD BANCORPFITBM11,514$306,7320.01%
342ISHARES TR46429B6974,158$302,4520.01%
343QUALCOMM INCQCOM2,355$300,4500.01%
344EXCHANGE AAA, LLC30125A9060$300,0000.01%
345HEICO CORP NEWHEI-A1,748$298,9770.01%
346VANGUARD INTL EQUITY INDEX F9220427755,479$292,9620.01%
347ISHARES TR4642888853,109$291,2510.01%
348VEEVA SYS INCVEEV1,571$288,7340.01%
349ROCKWELL AUTOMATION INCROK980$287,5810.01%
350FORTINET INCFTNT4,323$287,3060.01%
351COGNIZANT TECHNOLOGY SOLUTIOCTSH4,713$287,1630.01%
352ISHARES TR4642875981,884$286,8570.01%
353INVESCO VENTURE ALPHA FUND II, L.P.IVZ2$286,8260.01%
354EXELON CORPEXC6,804$285,0190.01%
355LYONDELLBASELL INDUSTRIES NLYB3,000$281,6700.01%
356ADVANCED MICRO DEVICES INCAMD2,853$279,6220.01%
357INGERSOLL RAND INCIR4,797$279,0890.01%
358CARLISLE COS INC1423391001,225$276,9350.01%
359SOUTHERN COPPER CORPSCCO3,615$275,6430.01%
360APOLLO GLOBAL MGMT INC03769M1064,301$271,6510.01%
361SUPER MICRO COMPUTER INCSMCI2,512$267,6530.01%
362MAGELLAN MIDSTREAM PRTNRS LP5590801064,866$264,0290.01%
363FIDELITY NATL INFORMATION SV31620M1064,848$263,3910.01%
364KRAFT HEINZ COKHC6,753$261,1380.01%
365K.A. REAL ESTATE DEBT IV, L.P.78245A9591$260,4790.01%
366WALGREENS BOOTS ALLIANCE INC9314271087,530$260,3870.01%
367FORTIVE CORPFTV3,794$258,6360.01%
368WASTE MGMT INC DEL94106L1091,583$258,2980.01%
369NORTH CHARLESTON SENIOR LIVING LLC65855A9081$250,0000.01%
370VANTAGE MULTI-STRATEGY FUND LP92208A9061$248,2000.01%
371VANGUARD SCOTTSDALE FDS92206C8703,085$247,4780.01%
372SOLAREDGE TECHNOLOGIES INCSEDG810$246,1990.01%
373VANGUARD INDEX FDS922908736986$245,9470.01%
374ISHARES INC46434G78012,379$245,7230.01%
375EVERGY INCEVRG4,000$244,4800.01%
376ANSYS INC03662Q105733$243,9420.01%
377VANGUARD INDEX FDS9229085381,247$243,0270.01%
378GLOBAL PMTS INC37940X1022,306$242,6830.01%
379LAM RESEARCH CORPLRCX448$237,4930.01%
380ENBRIDGE INCENNPF6,214$237,0640.01%
381ROPER TECHNOLOGIES INCROP537$236,6500.01%
382EURONET WORLDWIDE INCEEFT2,111$236,2200.01%
383UNITED PARCEL SERVICE INCUPS1,200$232,7880.01%
384AON PLCAON734$231,4220.01%
385WESTERN ALLIANCE BANCORPWAL-PA6,500$231,0100.01%
386ELECTRONIC ARTS INCEA1,879$226,3250.01%
387CARMAX INCKMX3,467$222,8580.01%
388SMARTSTOP SELF STORAG REIT ISMA16,192$220,8590.01%
389ISHARES GOLD TRIAU5,885$219,9220.01%
390FIRST FINL BANCORP OH32020910910,101$219,8980.01%
391SMUCKER J M CO8326964051,391$218,9010.01%
392PRICE T ROWE GROUP INCTROW1,925$217,3320.01%
393KINDER MORGAN INC DELEP-PC12,330$215,8980.01%
394THE TRADE DESK INC88339J1053,542$215,7430.01%
395ISHARES TR46429B5985,464$215,0630.01%
396SELECT SECTOR SPDR TR81369Y1002,662$214,7160.01%
397BLACKROCK INCBLK320$214,1180.01%
398VANGUARD INDEX FDS9229087441,548$213,7940.01%
399MICRON TECHNOLOGY INCMU3,521$212,4570.01%
400NUCOR CORPNUE1,366$211,0060.01%
401PPL CORPPPLC7,588$210,8700.01%
402NVIDIA CORPORATIONNVDA751$208,6050.01%
403SNOWFLAKE INCSNOW1,350$208,2910.01%
404CROWDSTRIKE HLDGS INCCRWD1,515$207,9480.01%
405UNILEVER PLCUNLYF3,990$207,2000.01%
406COGNEX CORPCGNX4,162$206,2270.01%
407VANECK ETF TRUST92189F676779$205,0250.01%
408CINCINNATI FINL CORP1720621011,824$204,4330.01%
409TOOTSIE ROLL INDS INC8905161074,537$203,7560.01%
410DUKE ENERGY CORP NEWDUKB2,100$202,5870.01%
411STERIS PLCSTE1,054$201,6090.01%
412STARWOOD PPTY TR INCSTHO11,368$201,0990.01%
413LCNB CORPLCNB11,953$195,3120.01%
414SOUTHERN COSOMN2,700$187,8660.01%
415COCA COLA COKO3,000$186,0900.01%
416ALPHABET INCGOOG1,760$183,0400.01%
417APPLIED MATLS INC0382221051,445$177,4890.01%
418ASML HOLDING N VASMLF258$175,6230.01%
419TAIWAN SEMICONDUCTOR MFG LTD8740391001,710$159,0640.01%
420FORD MTR CO DEL34537086011,550$145,5300.01%
421WELLS FARGO CO NEW949746804122$143,5020.01%
422WARNER BROS DISCOVERY INCWBD8,611$130,0260.01%
423EASTERN BANKSHARES INCEBC10,032$126,6030.01%
424ADOBE SYSTEMS INCORPORATEDADBE325$125,2450.01%
425GSK PLCGLAXF3,500$124,5300.01%
426KLA CORPKLAC310$123,7420.01%
427NEXTERA ENERGY INCNEE-PW1,600$123,3280.01%
428FIRST SOLAR INCFSLR544$118,3200.01%
429UNITEDHEALTH GROUP INCUNH250$118,1470.01%
430ARCHER DANIELS MIDLAND COADM1,476$117,5780.01%
431CARTER VALIDUS MISSION CRITISILA18,648$115,6200.00%
432CHICOS FAS INC16861510220,550$113,0250.00%
433LOCKHEED MARTIN CORPLMT230$108,7270.00%
434COMCAST CORP NEWCCZ2,795$105,9580.00%
435PIONEER NAT RES CO723787107500$102,1200.00%
436PFIZER INCPFE2,500$102,0000.00%
437INFUSYSTEM HLDGS INCINFU12,500$96,8750.00%
438ISHARES TR464287200230$94,5480.00%
439SPDR S&P MIDCAP 400 ETF TRMDY200$91,6820.00%
440GSK PLCGLAXF2,419$86,0680.00%
441MASTERBRAND INCMBC10,050$80,8020.00%
442WELLS FARGO CO NEW94974680465$76,4560.00%
443SOLAREDGE TECHNOLOGIES INCSEDG250$75,9870.00%
444MEDTRONIC PLCMDT890$71,7510.00%
445AMCOR PLCAMCCF6,000$68,2800.00%
446ANALOG DEVICES INCADI315$62,1240.00%
447HOME DEPOT INCHD202$59,6140.00%
448COSTCO WHSL CORP NEW22160K105115$57,1400.00%
449INTERCONTINENTAL EXCHANGE IN45866F104544$56,7330.00%
450BERKSHIRE HATHAWAY INC DELBRK-A180$55,5780.00%
451CVS HEALTH CORPCVS725$53,8740.00%
452D R HORTON INC23331A109550$53,7290.00%
453QUANTA SVCS INC74762E102320$53,3240.00%
454ELEVANCE HEALTH INCELV110$50,5790.00%
455SERVICENOW INCNOW106$49,2600.00%
456AMGEN INCAMGN200$48,3500.00%
457ISHARES TR4642872341,220$48,1410.00%
458AIR PRODS & CHEMS INCAIIR155$44,5170.00%
459HONEYWELL INTL INC438516106230$43,9570.00%
460MORGAN STANLEYMS-PQ500$43,9000.00%
461PALO ALTO NETWORKS INCPANW213$42,5440.00%
462GRACEWOOD COURT LLC CLASS B38388A90141,100$41,1000.00%
463VANGUARD SCOTTSDALE FDS92206C664560$40,3640.00%
464DISNEY WALT CO254687106380$38,0490.00%
465GLOBAL TECH INDS GROUP INC37955R10720,000$36,6000.00%
466ISHARES TR464287655205$36,5720.00%
467DUPONT DE NEMOURS INCDD500$35,8850.00%
468VISA INCV157$35,3970.00%
469EMERSON ELEC COEMR390$33,9840.00%
470CATERPILLAR INCCAT140$32,0370.00%
471INTUITIVE SURGICAL INCISRG120$30,6560.00%
472BRIGHT HEALTH GROUP INC10920V107135,000$29,7400.00%
473ROLLS ROYCE HOLDINGS PLC77578120616,137$29,7400.00%
474WALMART INCWMT200$29,4900.00%
475AIRBNB INCABNB235$29,2340.00%
476CDW CORPCDW150$29,2330.00%
477THERMO FISHER SCIENTIFIC INCTMO50$28,8180.00%
478PROCTER AND GAMBLE CO742718109190$28,2510.00%
479TJX COS INC NEW872540109360$28,2090.00%
480INTEL CORPINTC860$28,0960.00%
481HEALTHIER CHOICES MGMT CORP42226N109233,315,486$23,3310.00%
482WARNER BROS DISCOVERY INCWBD1,465$22,1210.00%
483CISCO SYS INCCSCO400$20,9100.00%
484ALPHABET INCGOOG200$20,7460.00%
485NETFLIX INCNFLX50$17,2740.00%
486VERTICAL COMPUTER SYS INC COM NEW92532R2031,000,000$16,0000.00%
487SEAFARER EXPL CORP8117331042,400,000$14,4000.00%
488VINTAGE WINE ESTATES INC92747V10610,000$10,7000.00%
489DELTA AIR LINES INC DELDAL305$10,6500.00%
490TRANE TECHNOLOGIES PLCTT50$9,1990.00%
491ISHARES SILVER TRSLV400$8,8480.00%
492ALBEMARLE CORPALB-PA36$7,9570.00%
493TTC TECHNOLOGY CORP COM87304R100100,000$6,9500.00%
494ISHARES TR46429B598150$5,9040.00%
495MCDONALDS CORPMCD20$5,5920.00%
496CYTODYN INCCYDY15,000$5,4000.00%
497OCCIDENTAL PETE CORP67459910585$5,3060.00%
498JPMORGAN CHASE & COVYLD40$5,2120.00%
499DIAGEO PLCDGEAF20$3,6230.00%
500ELECTRONIC ARTS INCEA30$3,6130.00%