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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 (Amended)

FineMark National Bank & Trust

Quarter ended Q4 2023 · Filed November 15, 2023 · Accession 0001537720-23-000012

Total Value
$2.30B
Positions
500
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1UNITED PARCEL SERVICE INCUPS1,737,953$270.9M11.78%
2SPDR S&P 500 ETF TRSPY286,875$122.6M5.34%
3APPLE INCAAPL579,384$99.2M4.32%
4ISHARES TR464287200191,142$82.1M3.57%
5MICROSOFT CORPMSFT197,886$62.5M2.72%
6SPDR S&P MIDCAP 400 ETF TRMDY128,908$58.9M2.56%
7FINEMARK HLDGS INC31788B1082,568,266$58.2M2.53%
8ISHARES TR464287655232,751$41.1M1.79%
9ALPHABET INCGOOG270,943$35.7M1.55%
10ISHARES TR464287507125,258$31.2M1.36%
11ADOBE INCADBE58,626$29.9M1.30%
12HOME DEPOT INCHD89,046$26.9M1.17%
13BROADCOM INCAVGO30,822$25.6M1.11%
14NVIDIA CORPORATIONNVDA58,429$25.4M1.11%
15ISHARES TR464287465366,008$25.2M1.10%
16VANGUARD WHITEHALL FDS921946406236,693$24.5M1.06%
17PROCTER AND GAMBLE CO742718109152,463$22.2M0.97%
18MASTERCARD INCORPORATEDMA55,733$22.1M0.96%
19HONEYWELL INTL INC438516106119,298$22.0M0.96%
20JPMORGAN CHASE & COVYLD150,912$21.9M0.95%
21BERKSHIRE HATHAWAY INC DELBRK-A38$20.2M0.88%
22CATERPILLAR INCCAT73,198$20.0M0.87%
23TJX COS INC NEW872540109213,622$19.0M0.83%
24CISCO SYS INCCSCO348,986$18.8M0.82%
25AMAZON COM INCAMZN144,554$18.4M0.80%
26ISHARES TR46428762275,450$17.7M0.77%
27UNITEDHEALTH GROUP INCUNH34,794$17.5M0.76%
28META PLATFORMS INCMETA55,904$16.8M0.73%
29ISHARES TR464287804175,054$16.5M0.72%
30MCDONALDS CORPMCD60,114$15.8M0.69%
31JOHNSON & JOHNSONJNJ100,411$15.6M0.68%
32WALMART INCWMT97,371$15.6M0.68%
33DANAHER CORPORATION23585110261,938$15.4M0.67%
34UNION PAC CORPUNP74,463$15.2M0.66%
35BLACKROCK INCBLK23,434$15.1M0.66%
36BERKSHIRE HATHAWAY INC DELBRK-A43,191$15.1M0.66%
37QUANTA SVCS INC74762E10277,261$14.5M0.63%
38ELEVANCE HEALTH INCELV32,225$14.0M0.61%
39ABBVIE INCABBV93,815$14.0M0.61%
40MERCK & CO INCMRK133,249$13.7M0.60%
41NEXTERA ENERGY INCNEE-PW239,301$13.7M0.60%
42ISHARES TR46428740888,647$13.6M0.59%
43INVESCO EXCH TRADED FD TR IIIVZ215,924$12.7M0.55%
44RTX CORPORATIONRTX175,202$12.6M0.55%
45ISHARES TR464287234329,784$12.5M0.54%
46ORACLE CORPORCL-PD116,955$12.4M0.54%
47AMGEN INCAMGN45,591$12.3M0.53%
48NIKE INCNKE127,559$12.2M0.53%
49DEERE & CODE32,040$12.1M0.53%
50INTERCONTINENTAL EXCHANGE IN45866F104108,220$11.9M0.52%
51SHELL PLCRYDAF184,643$11.9M0.52%
52ALPHABET INCGOOG89,631$11.7M0.51%
53ICON PLCICLR46,696$11.5M0.50%
54COCA COLA COKO204,153$11.4M0.50%
55CDW CORPCDW55,948$11.3M0.49%
56MORGAN STANLEYMS-PQ135,797$11.1M0.48%
57TRANE TECHNOLOGIES PLCTT54,079$11.0M0.48%
58THERMO FISHER SCIENTIFIC INCTMO21,572$10.9M0.48%
59BP PLCBPPFF280,427$10.9M0.47%
60LOWES COS INC54866110752,007$10.8M0.47%
61HILTON WORLDWIDE HLDGS INCHLT71,601$10.8M0.47%
62EOG RES INCEOG84,138$10.7M0.46%
63ELI LILLY & COLLY19,729$10.6M0.46%
64LOCKHEED MARTIN CORPLMT25,566$10.5M0.45%
65GALLAGHER ARTHUR J & CO36357610945,004$10.3M0.45%
66VISA INCV44,055$10.1M0.44%
67EXXON MOBIL CORPXOM85,939$10.1M0.44%
68ACCENTURE PLC IRELANDACN31,618$9.7M0.42%
69PFIZER INCPFE287,817$9.5M0.42%
70BROADRIDGE FINL SOLUTIONS IN11133T10353,152$9.5M0.41%
71PEPSICO INCPEP53,938$9.1M0.40%
72CUMMINS INCCMI39,659$9.1M0.39%
73QUALCOMM INCQCOM80,156$8.9M0.39%
74HESS CORPHESM57,356$8.8M0.38%
75AIR PRODS & CHEMS INCAIIR30,741$8.7M0.38%
76DISNEY WALT CO254687106107,258$8.7M0.38%
77PROGRESSIVE CORP74331510361,996$8.6M0.38%
78BLACKSTONE INCBX80,413$8.6M0.37%
79ANALOG DEVICES INCADI42,269$7.4M0.32%
80WATSCO INCWSO-B19,461$7.4M0.32%
81INVESCO QQQ TRIVZ20,232$7.2M0.32%
82KKR & CO INCKKRT116,460$7.2M0.31%
83CHEVRON CORP NEWCVX42,006$7.1M0.31%
84MEDTRONIC PLCMDT87,563$6.9M0.30%
85NORTHROP GRUMMAN CORPNOC15,454$6.8M0.30%
86INTUITIVE SURGICAL INCISRG22,642$6.6M0.29%
87CONSTELLATION BRANDS INCSTZ26,103$6.6M0.29%
88FISERV INCFISV57,156$6.5M0.28%
89LINDE PLCLIN16,715$6.2M0.27%
90ENVISTA HOLDINGS CORPORATIONNVST222,577$6.2M0.27%
91STARBUCKS CORPSBUX65,442$6.0M0.26%
92SERVICENOW INCNOW10,304$5.8M0.25%
93VANGUARD BD INDEX FDS92193782776,543$5.8M0.25%
94PIONEER NAT RES CO72378710724,764$5.7M0.25%
95ISHARES TR46428761421,173$5.6M0.25%
96AVALONBAY CMNTYS INCAWX32,404$5.6M0.24%
97VANGUARD INDEX FDS92290876925,554$5.4M0.24%
98TITAN PARTNERS LPKMCM1$5.3M0.23%
99DUKE ENERGY CORP NEWDUKB59,641$5.3M0.23%
100HOULIHAN LOKEY INCHLI48,338$5.2M0.23%
101QUEST DIAGNOSTICS INCDGX42,252$5.1M0.22%
102APA CORPORATIONAPA124,521$5.1M0.22%
103OWENS CORNING NEWOC37,189$5.1M0.22%
104ABBOTT LABSABLZF51,734$5.0M0.22%
105TOPGOLF CALLAWAY BRANDS CORP131193104355,075$4.9M0.21%
106ISHARES TR46428749968,589$4.7M0.21%
107ISHARES TR46428730962,259$4.3M0.19%
108ASML HOLDING N VASMLF7,067$4.2M0.18%
109DIAGEO PLCDGEAF26,777$4.0M0.17%
110EXELON CORPEXC101,867$3.8M0.17%
111AMERICAN TOWER CORP NEW03027X10023,258$3.8M0.17%
112SPDR GOLD TRGLD21,814$3.7M0.16%
113INTERNATIONAL FLAVORS&FRAGRA45950610154,687$3.7M0.16%
114STAG INDL INC85254J102104,929$3.6M0.16%
115DARDEN RESTAURANTS INCDRI25,169$3.6M0.16%
116TESLA INCTSLA14,329$3.6M0.16%
117INVESCO EXCHANGE TRADED FD TIVZ25,220$3.6M0.16%
118ISHARES GOLD TRIAU99,711$3.5M0.15%
119DICKS SPORTING GOODS INC25339310231,769$3.4M0.15%
120MAGNA INTL INC55922240160,999$3.3M0.14%
121COMCAST CORP NEWCCZ72,225$3.2M0.14%
122MARSH & MCLENNAN COS INC57174810216,517$3.1M0.14%
123NXP SEMICONDUCTORS N VNXPI15,530$3.1M0.14%
124EMERSON ELEC COEMR31,777$3.1M0.13%
125BRISTOL-MYERS SQUIBB COCELG-RI52,653$3.1M0.13%
126PHILIP MORRIS INTL INC71817210932,938$3.0M0.13%
127MONDELEZ INTL INC60920710543,274$3.0M0.13%
128VANGUARD INDEX FDS9229083637,610$3.0M0.13%
129TEXAS INSTRS INC88250810418,735$3.0M0.13%
130APPLIED MATLS INC03822210521,387$3.0M0.13%
131COSTCO WHSL CORP NEW22160K1055,240$3.0M0.13%
132SPDR SER TR78464A76324,823$2.9M0.12%
133VALERO ENERGY CORPVLO19,733$2.8M0.12%
134VERIZON COMMUNICATIONS INCVZ74,815$2.4M0.11%
135ISHARES TR46428748125,728$2.4M0.10%
136AMERIPRISE FINL INC03076C1067,046$2.3M0.10%
137QUANTEDGE GLOBAL FUND, CLASS B74762A9021,317$2.2M0.10%
138ALEXANDRIA REAL ESTATE EQ IN01527110921,743$2.2M0.09%
139SELECT SECTOR SPDR TR81369Y80312,825$2.1M0.09%
140ISHARES TR46428722621,831$2.1M0.09%
141US BANCORP DELUSB-PS62,059$2.1M0.09%
142ISHARES TR46428716818,935$2.0M0.09%
1433M COMMM21,351$2.0M0.09%
144VANGUARD SPECIALIZED FUNDS92190884412,648$2.0M0.09%
145SELECT SECTOR SPDR TR81369Y50621,474$1.9M0.08%
146TIDE ROCK YIELDCO LLC88635A9072,636$1.9M0.08%
147VANGUARD TAX-MANAGED FDS92194385843,425$1.9M0.08%
148TRACTOR SUPPLY COTSCO9,135$1.9M0.08%
149CONOCOPHILLIPSCOP14,845$1.8M0.08%
150L3HARRIS TECHNOLOGIES INCLHX9,639$1.7M0.07%
151CENCORA INCCOR8,967$1.6M0.07%
152CARRIER GLOBAL CORPORATIONCARR28,815$1.6M0.07%
153ISHARES TR46428717615,253$1.6M0.07%
154NOVARTIS AGNVSEF15,149$1.5M0.07%
155VANGUARD INDEX FDS9229087517,987$1.5M0.07%
156LYONDELLBASELL INDUSTRIES NLYB15,802$1.5M0.07%
157INVESCO EXCH TRADED FD TR IIIVZ30,300$1.5M0.06%
158BANK AMERICA CORP06050510453,811$1.5M0.06%
159BOEING COBA-PA7,660$1.5M0.06%
160SCHWAB STRATEGIC TR80852420128,792$1.5M0.06%
161EATON CORP PLCETN6,822$1.5M0.06%
162ALTRIA GROUP INCMO34,439$1.4M0.06%
163RIO TINTO PLCRTNTF22,268$1.4M0.06%
164CVS HEALTH CORPCVS20,231$1.4M0.06%
165ISHARES TR46428864628,316$1.4M0.06%
166COLGATE PALMOLIVE COCL19,451$1.4M0.06%
167INTERPUBLIC GROUP COS INCINTR47,229$1.4M0.06%
168ARCHER DANIELS MIDLAND COADM17,686$1.3M0.06%
169INTERNATIONAL BUSINESS MACHSINTR9,445$1.3M0.06%
170DUPONT DE NEMOURS INCDD17,350$1.3M0.06%
171MARATHON PETE CORPMARA8,530$1.3M0.06%
172GENERAL DYNAMICS CORPGD5,700$1.3M0.05%
173ISHARES TR46432F84218,952$1.2M0.05%
174TIDE ROCK YIELDCO LLC88635A9151,667$1.2M0.05%
175AMERICAN EXPRESS COAXP7,930$1.2M0.05%
176AMCOR PLCAMCCF125,400$1.1M0.05%
177VANGUARD SCOTTSDALE FDS92206C66416,062$1.1M0.05%
178PALO ALTO NETWORKS INCPANW4,868$1.1M0.05%
179ARISTA NETWORKS INCANET6,193$1.1M0.05%
180ISHARES SILVER TRSLV55,965$1.1M0.05%
181STRYKER CORPORATIONSYK4,122$1.1M0.05%
182ILLINOIS TOOL WKS INC4523081094,866$1.1M0.05%
183TAIWAN SEMICONDUCTOR MFG LTD87403910012,873$1.1M0.05%
184MOUNTAINEER MANAGEMENT, LLC62016A9011$1.1M0.05%
185CME GROUP INCCME5,403$1.1M0.05%
186AMERICAN ELEC PWR CO INC02553710113,969$1.1M0.05%
187ISHARES TR46428851314,222$1.0M0.05%
188VANGUARD INTL EQUITY INDEX F92204285825,868$1.0M0.04%
189GOLDMAN SACHS GROUP INCGSCE3,033$981,3870.04%
190NETFLIX INCNFLX2,577$973,0750.04%
191DELTA AIR LINES INC DELDAL26,250$971,2500.04%
192AT&T INCT-PC64,101$962,7970.04%
193TARGET CORPTGT8,661$957,6460.04%
194THE CIGNA GROUP1255231003,334$953,7570.04%
195SUPER MICRO COMPUTER INCSMCI3,452$946,6070.04%
196SANDY SPRING BANCORP INC80036310343,156$924,8330.04%
197NEW JERSEY RES CORPNJR22,527$915,2720.04%
198ISHARES TR46428868730,114$907,9370.04%
199BEACON POINT ASSOCIATES LLC07367A9012$904,2720.04%
200PHILLIPS 66PSX7,457$895,9580.04%
201ISHARES TR4642872428,750$892,6750.04%
202UBER TECHNOLOGIES INCUBER19,350$889,9060.04%
203ADVANCED MICRO DEVICES INCAMD8,574$881,5780.04%
204FASTENAL COFAST16,041$876,4800.04%
205PPG INDS INC6935061076,745$875,5010.04%
206T-MOBILE US INCTMUSZ6,226$871,9510.04%
207ALTEGRIS KKR COMMITMENTS MASTER FUND02154A9091$863,7490.04%
208FEDEX CORPFDX3,251$861,2540.04%
209STANDARD MTR PRODS INC85366610525,517$857,8810.04%
210PNC FINL SVCS GROUP INC6934751056,987$857,7930.04%
211SHERWIN WILLIAMS COSHW3,333$850,0810.04%
212ISHARES TR4642876306,239$845,6960.04%
213PENCO ASSN LTD PARTNERSHIP70669A9041$832,9990.04%
214PAYCHEX INCPAYX7,116$820,6880.04%
215ISHARES INC46434G10317,125$814,9780.04%
216SELECT SECTOR SPDR TR81369Y2096,273$807,5860.04%
217HARRISON PAUL LLC WARRANTY41485A9071$800,3170.03%
218KINDER MORGAN INC DELEP-PC47,862$793,5510.03%
219SCHWAB STRATEGIC TR80852480523,160$786,5130.03%
220AMERICAN EAGLE OUTFITTERS INAEO46,550$773,1950.03%
221ISHARES TR4642874737,399$772,0110.03%
222ISHARES TR4642876483,432$769,2820.03%
223SCHLUMBERGER LTDSLB13,178$768,2770.03%
224GENERAL ELECTRIC CO3696043016,924$765,4480.03%
225AUTODESK INCADSK3,656$756,4620.03%
226OTIS WORLDWIDE CORPOTIS9,284$745,5980.03%
227WEC ENERGY GROUP INCWEC8,936$719,7940.03%
228VANGUARD INDEX FDS9229087362,623$714,2690.03%
229ISHARES TR4642885887,962$707,0250.03%
230BROADCOM INCAVGO850$705,9930.03%
231SAGE GROUSE, LLC78662A9041$705,0000.03%
232TRAVELERS COMPANIES INCTRV4,308$703,5390.03%
233VANGUARD INDEX FDS9229086293,368$701,3520.03%
234INTUITINTU1,369$699,4760.03%
235BECTON DICKINSON & COBDX2,690$695,4450.03%
236VANGUARD INDEX FDS9229085539,164$693,3480.03%
237DEVON ENERGY CORP NEW25179M10314,234$678,9610.03%
238AMAZON COM INCAMZN5,310$675,0070.03%
239MICROSOFT CORPMSFT2,025$639,3930.03%
240MANULIFE FINL CORP56501R10634,786$635,8880.03%
241CORNING INCGLW20,614$628,1080.03%
242FORTUNE BRANDS INNOVATIONS IFBIN10,050$624,7080.03%
243DOVER CORPDOV4,469$623,4700.03%
244NORFOLK SOUTHN CORP6558441083,159$622,1010.03%
245SCHWAB CHARLES CORPSCHW-PJ11,324$621,6870.03%
246VANGUARD INDEX FDS9229086524,337$621,6220.03%
247CITIGROUP INCC-PR14,760$607,0780.03%
248ALLSTATE CORPALL-PJ5,418$603,6190.03%
249MICROCHIP TECHNOLOGY INC.MCHPP7,629$595,4430.03%
250NOVO-NORDISK A SNONOF6,464$587,8360.03%
251CARLYLE SECURED LENDING INCCGBD40,381$585,5240.03%
252SALESFORCE INCCRM2,883$584,6140.03%
253SCHWAB STRATEGIC TR8085245088,581$580,7620.03%
254VANGUARD INDEX FDS9229087444,186$577,3740.03%
255VANGUARD INTL EQUITY INDEX F92204277511,001$570,6210.02%
256PAYPAL HLDGS INCPYPL9,759$570,5110.02%
257SYSCO CORPSYY8,622$569,4830.02%
258ATLANTIC UN BANKSHARES CORP04911A10719,587$563,7130.02%
259CAPRI HOLDINGS LIMITEDCPRI10,707$563,2950.02%
260S&P GLOBAL INCSPGI1,522$556,1540.02%
261DOW INCDOW10,776$555,6100.02%
262TORONTO DOMINION BK ONTTORO9,119$549,5100.02%
263SCHWAB STRATEGIC TR80852410210,998$548,2500.02%
264ISHARES TR46429B6977,487$541,9090.02%
265OREILLY AUTOMOTIVE INC67103H107593$538,9530.02%
266ROGERS COMMUNICATIONS INCRCIAF14,000$537,4600.02%
267XCEL ENERGY INCXELLL9,141$523,0480.02%
268CHUBB LIMITEDCB2,495$519,4090.02%
269SELECT SECTOR SPDR TR81369Y60515,556$515,9920.02%
270ZOETIS INCZTS2,938$511,1530.02%
271WELLS FARGO CO NEW94974610112,489$510,3000.02%
272PUBLIC SVC ENTERPRISE GRP IN7445731068,851$503,7100.02%
273VANGUARD MALVERN FDS92202080510,620$502,1130.02%
274ENTERPRISE PRODS PARTNERS L29379210718,324$501,5270.02%
275EDWARDS LIFESCIENCES CORPEW7,227$500,6860.02%
276GLOBE LIFE INCGL-PD4,569$496,7870.02%
277CONSOLIDATED EDISON INCED5,784$494,7050.02%
278ISHARES TR4642876066,799$491,1590.02%
279CSX CORPCSX15,417$474,0720.02%
280ENERGY TRANSFER L PET-PI33,712$472,9790.02%
281DOMINION ENERGY INCD10,527$470,2410.02%
282VANGUARD WORLD FDS92204A7021,116$463,0280.02%
283INTEL CORPINTC12,858$457,1010.02%
284META PLATFORMS INCMETA1,510$453,3170.02%
285CORTEVA INCCTVA8,722$446,2170.02%
286WYNDHAM HOTELS & RESORTS INCWH6,413$445,9600.02%
287LAUDER ESTEE COS INC5184391042,993$432,6380.02%
288EVERGY INCEVRG8,488$430,3410.02%
289ALTEGRIS KKR COMMITMENTS MASTER FUND02090C9101$428,3550.02%
290GILEAD SCIENCES INCGILD5,649$423,3360.02%
291VEEVA SYS INCVEEV2,076$422,3620.02%
292KLA CORPKLAC919$421,5080.02%
293ROSS STORES INCROST3,625$409,4430.02%
294ARCBEST CORPARCB4,019$408,5310.02%
295WASTE MGMT INC DEL94106L1092,658$405,1850.02%
296TESLA INCTSLA1,615$404,1050.02%
297FIRST BANCORP INC MEFNLC17,150$403,0250.02%
298GENUINE PARTS COGPC2,779$401,2320.02%
299MOODYS CORPMCO1,259$398,0580.02%
300ALTEGRIS MILLENNIUM LP02152A9351$395,8140.02%
301AIRBNB INCABNB2,859$392,2830.02%
302EVERSOURCE ENERGYES6,704$389,8370.02%
303FORD MTR CO DEL34537086031,372$389,6400.02%
304YUM BRANDS INCYUM3,038$379,5670.02%
305HERSHEY COHSY1,869$373,9490.02%
306J P MORGAN EXCHANGE TRADED F46641Q2256,305$366,6350.02%
307NEOGENOMICS INCNEO29,667$364,9040.02%
308APOLLO GLOBAL MGMT INC03769M1064,019$360,7450.02%
309KING PINE RIVER LLC49560A9081$357,9080.02%
310RIO TINTO PLCRTNTF5,600$356,3840.02%
311SPDR SER TR78464A8704,876$356,0450.02%
312MARKEL GROUP INCMKL240$353,3970.02%
313TRANSDIGM GROUP INCTDG419$353,2710.02%
314D R HORTON INC23331A1093,265$350,8890.02%
315K.A. REAL ESTATE DEBT IV, L.P.78245A9591$346,2340.02%
316SELECT SECTOR SPDR TR81369Y4072,119$341,1160.01%
317IDEXX LABS INC45168D104780$341,0700.01%
318R&R INVESTMENTS LLC76019A9081$333,3330.01%
319APPLE INCAAPL1,932$330,7770.01%
320SOUTHERN COSOMN5,110$330,7190.01%
321AUTOMATIC DATA PROCESSING INADP1,369$329,3540.01%
322HARROW INCHROW22,730$326,6300.01%
323OCCIDENTAL PETE CORP6745991055,012$325,1780.01%
324SEMPRASREA4,766$324,2300.01%
325ISHARES TR4642875982,124$322,4650.01%
326BIOGEN INCBIIB1,248$320,7480.01%
327CARLISLE COS INC1423391001,225$317,5930.01%
328SCHWAB STRATEGIC TR8085247974,464$315,8720.01%
329ISHARES TR464287200735$315,6310.01%
330INVESCO VENTURE ALPHA FUND II, L.P.IVZ2$314,2400.01%
331NVIDIA CORPORATIONNVDA721$313,6270.01%
332ELECTRONIC ARTS INCEA2,596$312,5580.01%
333COGNIZANT TECHNOLOGY SOLUTIOCTSH4,562$309,0290.01%
334CROWDSTRIKE HLDGS INCCRWD1,838$307,6440.01%
335WISDOMTREE TRWT4,990$306,8350.01%
336LAM RESEARCH CORPLRCX488$305,8630.01%
337ALBEMARLE CORPALB-PA1,790$304,3710.01%
338INGERSOLL RAND INCIR4,753$302,8610.01%
339CIBUS INCCBUS16,488$300,4110.01%
340EXCHANGE AAA, LLC30125A9060$300,0000.01%
341FORTINET INCFTNT5,104$299,5020.01%
342WESTERN ALLIANCE BANCORPWAL-PA6,500$298,8050.01%
343OGE ENERGY CORPOGE8,880$295,9700.01%
344ISHARES TR4642878793,314$295,6750.01%
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346AMERICAN WTR WKS CO INC NEW0304201032,375$294,0960.01%
347BANK NEW YORK MELLON CORP0640581006,829$291,2560.01%
348ADVANCED MICRO DEVICES INCAMD2,830$290,9800.01%
349AON PLCAON893$289,5280.01%
350WSFS FINL CORP9293281027,932$289,5180.01%
351AVERY DENNISON CORPAVY1,560$284,9650.01%
352LYONDELLBASELL INDUSTRIES NLYB3,000$284,1000.01%
353AFLAC INCAFL3,683$282,6700.01%
354BAXTER INTL INC0718131097,470$281,9170.01%
355POLARIS INCPII2,647$275,6580.01%
356FORESTAR GROUP INCFOR10,130$272,9020.01%
357QUALCOMM INCQCOM2,420$268,7650.01%
358COSTAR GROUP INCCSGP3,465$266,4230.01%
359ROPER TECHNOLOGIES INCROP548$265,3850.01%
360GRAINGER W W INC384802104383$264,9740.01%
361MCKESSON CORPMCK607$263,9530.01%
362FORTIVE CORPFTV3,549$263,1930.01%
363HOLOGIC INCHOLX3,776$262,0540.01%
364ISHARES TR46434V6215,284$261,7160.01%
365GENERAL MLS INC3703341044,000$255,9600.01%
366ISHARES INC4642868224,388$255,5130.01%
367ENBRIDGE INCENNPF7,654$254,0360.01%
368DOLLAR GEN CORP NEW2566771052,399$253,8140.01%
369GLOBAL PMTS INC37940X1022,182$251,7800.01%
370NORTH CHARLESTON SENIOR LIVING LLC65855A9081$250,0000.01%
371VANGUARD INDEX FDS9229085381,273$247,9420.01%
372ROCKWELL AUTOMATION INCROK848$242,4170.01%
373ISHARES TR46429B5985,464$241,6180.01%
374INVESCO EXCHANGE TRADED FD TIVZ7,430$236,4220.01%
375WELLTOWER INCWELL2,877$235,6830.01%
376MICRON TECHNOLOGY INCMU3,463$235,5870.01%
377KIMBERLY-CLARK CORPKMB1,941$234,5690.01%
378KRAFT HEINZ COKHC6,929$233,0910.01%
379STERIS PLCSTE1,054$231,2680.01%
380ISHARES INC46434G78012,379$227,1540.01%
381ALPHABET INCGOOG1,715$226,1220.01%
382FIRST HORIZON CORPORATIONFHN-PH20,514$226,0640.01%
383HEICO CORP NEWHEI-A1,396$226,0540.01%
384RYDER SYS INCR2,070$221,3860.01%
385ANSYS INC03662Q105733$218,1040.01%
386SCHWAB STRATEGIC TR8085246075,258$217,7860.01%
387STARWOOD PPTY TR INCSTHO11,204$216,7970.01%
388MARRIOTT INTL INC NEW5719032021,101$216,4120.01%
389GENERAL MTRS CO37045V1006,536$215,4910.01%
390PETROLEO BRASILEIRO SA PETRO71654V40814,306$214,4460.01%
391KINDER MORGAN INC DELEP-PC12,930$214,3790.01%
392JACOBS SOLUTIONS INCJ1,568$214,0320.01%
393FEDERAL SIGNAL CORPFSS3,534$211,0850.01%
394WILLIAMS COS INC9694571006,246$210,4270.01%
395VANECK ETF TRUST92189F6761,448$209,9310.01%
396CARMAX INCKMX2,967$209,8550.01%
397AVANTOR INCAVTR9,951$209,7670.01%
398VERISK ANALYTICS INCVRSK879$207,6540.01%
399BLACKROCK INCBLK320$206,8760.01%
400INVESCO EXCH TRADED FD TR IIIVZ5,234$206,4280.01%
401SNOWFLAKE INCSNOW1,350$206,2390.01%
402FIDELITY NATL INFORMATION SV31620M1063,730$206,1570.01%
403PRICE T ROWE GROUP INCTROW1,944$203,8670.01%
404UBS AG LONDON BRANCHUSML9,475$201,3210.01%
405APPLIED MATLS INC0382221051,445$200,0600.01%
406UNITED PARCEL SERVICE INCUPS1,200$187,0440.01%
407DUKE ENERGY CORP NEWDUKB2,100$185,3460.01%
408LCNB CORPLCNB11,953$170,5690.01%
409SPDR S&P MIDCAP 400 ETF TRMDY372$169,8700.01%
410COCA COLA COKO3,000$167,9400.01%
411ADOBE INCADBE325$165,7170.01%
412CHICOS FAS INC16861510220,550$153,7140.01%
413ASML HOLDING N VASMLF258$151,8740.01%
414TAIWAN SEMICONDUCTOR MFG LTD8740391001,710$148,5990.01%
415KLA CORPKLAC310$142,1840.01%
416WELLS FARGO CO NEW949746804122$136,0300.01%
417UNITEDHEALTH GROUP INCUNH250$126,0470.01%
418EASTERN BANKSHARES INCEBC10,000$125,4000.01%
419ISHARES GOLD TRIAU3,475$121,5900.01%
420INFUSYSTEM HLDGS INCINFU12,500$120,5000.01%
421HUNTINGTON BANCSHARES INCHBANP11,272$117,2280.01%
422PIONEER NAT RES CO723787107500$114,7750.00%
423FORD MTR CO DEL3453708609,000$111,7800.00%
424ARCHER DANIELS MIDLAND COADM1,476$111,3190.00%
425LOCKHEED MARTIN CORPLMT230$94,0600.00%
426NEXTERA ENERGY INCNEE-PW1,600$91,6640.00%
427FIRST SOLAR INCFSLR549$88,7120.00%
428CARTER VALIDUS MISSION CRITISILA18,648$86,7150.00%
429PFIZER INCPFE2,500$82,9250.00%
430D R HORTON INC23331A109770$82,7510.00%
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432ISHARES TR4642872341,885$71,5350.00%
433MEDTRONIC PLCMDT860$67,3890.00%
434BERKSHIRE HATHAWAY INC DELBRK-A180$63,0540.00%
435COSTCO WHSL CORP NEW22160K105111$62,7100.00%
436HOME DEPOT INCHD202$61,0360.00%
437QUANTA SVCS INC74762E102320$59,8620.00%
438INTERCONTINENTAL EXCHANGE IN45866F104544$59,8500.00%
439ISHARES TR464287655332$58,6770.00%
440AMCOR PLCAMCCF6,000$54,9600.00%
441ISHARES TR464287465785$54,1020.00%
442AMGEN INCAMGN200$53,7520.00%
443CVS HEALTH CORPCVS725$50,6190.00%
444PALO ALTO NETWORKS INCPANW213$49,9350.00%
445ELEVANCE HEALTH INCELV110$47,8960.00%
446ANALOG DEVICES INCADI252$44,1220.00%
447AIR PRODS & CHEMS INCAIIR155$43,9270.00%
448HONEYWELL INTL INC438516106230$42,4900.00%
449GRACEWOOD COURT LLC CLASS B38388A90141,100$41,1000.00%
450MORGAN STANLEYMS-PQ500$40,8350.00%
451VANGUARD SCOTTSDALE FDS92206C664560$40,0060.00%
452CATERPILLAR INCCAT145$39,5850.00%
453EMERSON ELEC COEMR390$37,6620.00%
454DISNEY WALT CO254687106450$36,4720.00%
455INTUITIVE SURGICAL INCISRG120$35,0740.00%
456AIRBNB INCABNB235$32,2440.00%
457TJX COS INC NEW872540109360$31,9960.00%
458WALMART INCWMT200$31,9860.00%
459CNL HEALTHCARE PPTYS INC12612C10810,695$31,4450.00%
460SERVICENOW INCNOW56$31,3010.00%
461INTEL CORPINTC860$30,5730.00%
462CDW CORPCDW150$30,2640.00%
463PROCTER AND GAMBLE CO742718109190$27,7130.00%
464VISA INCV120$27,6010.00%
465GAMIDA CELL LTDM4736410025,700$26,4710.00%
466ALPHABET INCGOOG200$26,1720.00%
467COMCAST CORP NEWCCZ580$25,7170.00%
468THERMO FISHER SCIENTIFIC INCTMO50$25,3080.00%
469GLOBAL TECH INDS GROUP INC37955R10730,000$24,0000.00%
470CISCO SYS INCCSCO400$21,5040.00%
471NETFLIX INCNFLX50$18,8800.00%
472SEAFARER EXPL CORP8117331042,400,000$16,8000.00%
473RTX CORPORATIONRTX225$16,1930.00%
474VERTICAL COMPUTER SYS INC COM NEW92532R2031,000,000$16,0000.00%
475AIRBNB INCABNB100$13,7210.00%
476DELTA AIR LINES INC DELDAL350$12,9500.00%
477TRANE TECHNOLOGIES PLCTT50$10,1450.00%
478OCCIDENTAL PETE CORP674599105110$7,1360.00%
479TTC TECHNOLOGY CORP COM87304R100100,000$6,9500.00%
480ISHARES TR46429B598150$6,6330.00%
481JPMORGAN CHASE & COVYLD40$5,8000.00%
482VINTAGE WINE ESTATES INC92747V10610,000$5,6900.00%
483ALBEMARLE CORPALB-PA31$5,2710.00%
484MCDONALDS CORPMCD20$5,2680.00%
485ELECTRONIC ARTS INCEA30$3,6120.00%
4865BARZ INTL INC COM33833F10033,662$3,5120.00%
487DIAGEO PLCDGEAF20$2,9830.00%
488NIKE INCNKE30$2,8680.00%
489CYTODYN INCCYDY15,000$2,7810.00%
490SNOWFLAKE INCSNOW16$2,4440.00%
491RIM SEMICONDUCTOR CO COM766714109999,999$6130.00%
492REVIVE THERAPEUTICS LTD76151610310,345$3280.00%
493HEALTHIER CHOICES MGMT CORP42226N109233,315,486$2330.00%
494CARD ACTIVATION TECHNOLOGIES COM14139L108150,000$1500.00%
495LASER ENERGETICS INC51805Q1021,500,000$370.00%
496EVENTURE INTERACTIVE INC COMEVEX-WT8,000,000$80.00%
497APPLIED MINERALS INC03823M10067,000$60.00%
498MEDCOM USA INC COM NEW584062202150,000$10.00%
499VAPOR GROUP INC92210110060,000$00.00%
500MYRIAD ENTMT & RESORTS INC COM62856W10455,000$00.00%