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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 2024 · Filed August 2, 2024 · Accession 0001537720-24-000006

Total Value
$2.71B
Positions
519
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1UNITED PARCEL SERVICE INCUPS1,725,191$236.1M8.70%
2SPDR S&P 500 ETF TRSPY290,797$158.3M5.83%
3APPLE INCAAPL589,827$124.2M4.58%
4ISHARES TR464287200220,988$120.9M4.46%
5MICROSOFT CORPMSFT195,367$87.3M3.22%
6SPDR S&P MIDCAP 400 ETF TRMDY124,839$66.8M2.46%
7NVIDIA CORPORATIONNVDA440,877$54.5M2.01%
8ALPHABET INCGOOG273,275$50.1M1.85%
9ISHARES TR464287655239,167$48.5M1.79%
10BROADCOM INCAVGO28,592$45.9M1.69%
11ISHARES TR464287507599,270$35.1M1.29%
12ISHARES TR464287465400,281$31.4M1.16%
13HOME DEPOT INCHD90,716$31.2M1.15%
14AMAZON COM INCAMZN154,995$30.0M1.10%
15JPMORGAN CHASE & CO.VYLD147,260$29.8M1.10%
16ADOBE INCADBE53,311$29.6M1.09%
17PROCTER AND GAMBLE CO742718109168,056$27.7M1.02%
18HONEYWELL INTL INC438516106123,342$26.3M0.97%
19META PLATFORMS INCMETA52,025$26.2M0.97%
20UNITEDHEALTH GROUP INCUNH49,611$25.3M0.93%
21MASTERCARD INCORPORATEDMA56,531$24.9M0.92%
22VANGUARD WHITEHALL FDS921946406202,156$24.0M0.88%
23TJX COS INC NEW872540109212,512$23.4M0.86%
24ISHARES TR46428762273,443$21.9M0.81%
25ALPHABET INCGOOG115,758$21.1M0.78%
26CATERPILLAR INCCAT63,003$21.0M0.77%
27QUANTA SVCS INC74762E10280,883$20.6M0.76%
28DANAHER CORPORATION23585110279,877$20.0M0.74%
29WALMART INCWMT289,471$19.6M0.72%
30BERKSHIRE HATHAWAY INC DELBRK-A31$19.0M0.70%
31VANGUARD INDEX FDS92290876969,175$18.5M0.68%
32BLACKROCK INCBLK23,267$18.3M0.67%
33TRANE TECHNOLOGIES PLCTT55,035$18.1M0.67%
34EXXON MOBIL CORPXOM156,854$18.1M0.67%
35ORACLE CORPORCL-PD126,687$17.9M0.66%
36ELEVANCE HEALTH INCELV32,854$17.8M0.66%
37BERKSHIRE HATHAWAY INC DELBRK-A43,185$17.6M0.65%
38HILTON WORLDWIDE HLDGS INCHLT79,975$17.5M0.64%
39RTX CORPORATIONRTX172,428$17.3M0.64%
40ISHARES TR464287804161,840$17.3M0.64%
41UNION PAC CORPUNP75,452$17.1M0.63%
42NEXTERA ENERGY INCNEE-PW240,052$17.0M0.63%
43ELI LILLY & COLLY18,547$16.8M0.62%
44QUALCOMM INCQCOM83,107$16.6M0.61%
45ABBVIE INCABBV95,499$16.4M0.60%
46MERCK & CO INCMRK131,952$16.3M0.60%
47ISHARES TR464287234380,794$16.2M0.60%
48VANGUARD INDEX FDS92290836331,441$15.7M0.58%
49ACCENTURE PLC IRELANDACN51,117$15.5M0.57%
50MORGAN STANLEYMS-PQ157,005$15.3M0.56%
51ICON PLCICLR47,817$15.0M0.55%
52INVESCO EXCH TRADED FD TR IIIVZ229,595$14.9M0.55%
53JOHNSON & JOHNSONJNJ99,615$14.6M0.54%
54INTERCONTINENTAL EXCHANGE IN45866F104105,924$14.5M0.53%
55AMGEN INCAMGN45,844$14.3M0.53%
56KKR & CO INCKKRT134,894$14.2M0.52%
57ISHARES TR46428740877,932$14.2M0.52%
58CONSTELLATION BRANDS INCSTZ54,807$14.1M0.52%
59PROGRESSIVE CORP74331510367,630$14.0M0.52%
60VISA INCV53,214$14.0M0.51%
61CISCO SYS INCCSCO290,426$13.8M0.51%
62COCA COLA COKO210,504$13.4M0.49%
63SHELL PLCRYDAF180,254$13.0M0.48%
64CDW CORPCDW57,609$12.9M0.48%
65THERMO FISHER SCIENTIFIC INCTMO22,676$12.5M0.46%
66FISERV INCFISV83,045$12.4M0.46%
67INVESCO QQQ TRIVZ25,661$12.3M0.45%
68DEERE & CODE32,621$12.2M0.45%
69EOG RES INCEOG96,359$12.1M0.45%
70GALLAGHER ARTHUR J & CO36357610946,484$12.1M0.44%
71LOCKHEED MARTIN CORPLMT25,795$12.0M0.44%
72MCDONALDS CORPMCD45,578$11.6M0.43%
73LOWES COS INC54866110751,382$11.3M0.42%
74INTUITIVE SURGICAL INCISRG24,789$11.0M0.41%
75BROADRIDGE FINL SOLUTIONS IN11133T10355,850$11.0M0.41%
76DISNEY WALT CO254687106107,963$10.7M0.39%
77BP PLCBPPFF285,978$10.3M0.38%
78BLACKSTONE INCBX79,052$9.8M0.36%
79PALO ALTO NETWORKS INCPANW28,407$9.6M0.35%
80WATSCO INCWSO-B20,232$9.4M0.35%
81NIKE INCNKE120,688$9.1M0.34%
82PEPSICO INCPEP54,489$9.0M0.33%
83SERVICENOW INCNOW10,831$8.5M0.31%
84ANALOG DEVICES INCADI37,294$8.5M0.31%
85DUKE ENERGY CORP NEWDUKB83,698$8.4M0.31%
86HESS CORPHESM56,129$8.3M0.31%
87ASML HOLDING N VASMLF7,955$8.1M0.30%
88TOPGOLF CALLAWAY BRANDS CORP131193104523,876$8.0M0.30%
89VANGUARD BD INDEX FDS92193782798,917$7.6M0.28%
90NORTHROP GRUMMAN CORPNOC17,302$7.5M0.28%
91DIAMONDBACK ENERGY INCFANG35,183$7.0M0.26%
92LINDE PLCLIN15,742$6.9M0.25%
93MEDTRONIC PLCMDT85,784$6.8M0.25%
94CHEVRON CORP NEWCVX42,897$6.7M0.25%
95HOULIHAN LOKEY INCHLI48,800$6.6M0.24%
96ISHARES TR46428730971,052$6.6M0.24%
97OWENS CORNING NEWOC37,848$6.6M0.24%
98AVALONBAY CMNTYS INCAWX31,156$6.4M0.24%
99ISHARES TR46428761417,272$6.3M0.23%
100SPDR GOLD TRGLD28,730$6.2M0.23%
101DIGITAL RLTY TR INC25386810340,583$6.2M0.23%
102CHART INDS INC16115Q30840,450$5.8M0.22%
103QUEST DIAGNOSTICS INCDGX42,580$5.8M0.21%
104PFIZER INCPFE207,667$5.8M0.21%
105MARSH & MCLENNAN COS INC57174810226,658$5.6M0.21%
106ABBOTT LABSABLZF52,791$5.5M0.20%
107ISHARES TR46428749967,079$5.4M0.20%
108PHILIP MORRIS INTL INC71817210953,564$5.4M0.20%
109APPLIED MATLS INC03822210522,214$5.2M0.19%
110DIAGEO PLCDGEAF39,074$4.9M0.18%
111STARBUCKS CORPSBUX61,578$4.8M0.18%
112COSTCO WHSL CORP NEW22160K1055,491$4.7M0.17%
113AMERICAN TOWER CORP NEW03027X10023,355$4.5M0.17%
114ALEXANDRIA REAL ESTATE EQ IN01527110938,082$4.5M0.16%
115ISHARES GOLD TRIAU101,378$4.5M0.16%
116VANGUARD SPECIALIZED FUNDS92190884423,961$4.4M0.16%
117NXP SEMICONDUCTORS N VNXPI15,282$4.1M0.15%
118INVESCO EXCHANGE TRADED FD TIVZ24,301$4.0M0.15%
119BANK AMERICA CORP06050510498,163$3.9M0.14%
120STAG INDL INC85254J102104,293$3.8M0.14%
121EXELON CORPEXC104,069$3.6M0.13%
122EMERSON ELEC COEMR32,682$3.6M0.13%
123SPDR SER TR78464A76326,573$3.4M0.12%
124MONDELEZ INTL INC60920710550,661$3.3M0.12%
125CANADIAN NATL RY CO13637510227,843$3.3M0.12%
126WELLS FARGO CO NEW94974610151,136$3.0M0.11%
127VALERO ENERGY CORPVLO19,348$3.0M0.11%
128SELECT SECTOR SPDR TR81369Y80313,317$3.0M0.11%
129AMERIPRISE FINL INC03076C1067,018$3.0M0.11%
130ISHARES TR46428748124,329$2.7M0.10%
131ALTRIA GROUP INCMO57,072$2.6M0.10%
132ISHARES TR46428851332,667$2.5M0.09%
133ISHARES TR46428716820,577$2.5M0.09%
134TRACTOR SUPPLY COTSCO8,995$2.4M0.09%
135US BANCORP DELUSB-PS60,384$2.4M0.09%
136NETFLIX INCNFLX3,534$2.4M0.09%
137VERIZON COMMUNICATIONS INCVZ56,189$2.3M0.09%
138CAPITAL ONE FINL CORP14040H10516,502$2.3M0.08%
139AMERICAN EXPRESS COAXP8,899$2.1M0.08%
140TESLA INCTSLA10,401$2.1M0.08%
141CENCORA INCCOR8,853$2.0M0.07%
142ISHARES TR4642876487,495$2.0M0.07%
1433M COMMM18,321$1.9M0.07%
144CSX CORPCSX54,602$1.8M0.07%
145CITIGROUP INCC-PR28,707$1.8M0.07%
146TAIWAN SEMICONDUCTOR MFG LTD87403910010,413$1.8M0.07%
147CARRIER GLOBAL CORPORATIONCARR28,144$1.8M0.07%
148COLGATE PALMOLIVE COCL18,197$1.8M0.07%
149INTERNATIONAL BUSINESS MACHSINTR9,927$1.7M0.06%
150SCHWAB STRATEGIC TR80852420126,060$1.7M0.06%
151GENERAL DYNAMICS CORPGD5,717$1.7M0.06%
152AIR PRODS & CHEMS INCAIIR6,298$1.6M0.06%
153L3HARRIS TECHNOLOGIES INCLHX7,112$1.6M0.06%
154NOVARTIS AGNVSEF14,772$1.6M0.06%
155COMCAST CORP NEWCCZ39,969$1.6M0.06%
156TEXAS INSTRS INC8825081048,015$1.6M0.06%
157ISHARES TR46432F84221,306$1.5M0.06%
158SELECT SECTOR SPDR TR81369Y50616,900$1.5M0.06%
159VANGUARD INDEX FDS9229087517,060$1.5M0.06%
160MARATHON PETE CORPMARA8,650$1.5M0.06%
161GOLDMAN SACHS GROUP INCGSCE3,264$1.5M0.05%
162CONOCOPHILLIPSCOP12,800$1.5M0.05%
163INVESCO EXCH TRADED FD TR IIIVZ26,418$1.5M0.05%
164VANGUARD TAX-MANAGED FDS92194385829,107$1.4M0.05%
165RIO TINTO PLCRTNTF21,612$1.4M0.05%
166VANGUARD SCOTTSDALE FDS92206C66417,382$1.4M0.05%
167ISHARES TR46428722614,659$1.4M0.05%
168STRYKER CORPORATIONSYK4,155$1.4M0.05%
169BOEING COBA-PA7,746$1.4M0.05%
170ADVANCED MICRO DEVICES INCAMD8,613$1.4M0.05%
171BROADCOM INCAVGO850$1.4M0.05%
172BOOKING HOLDINGS INCBKNG339$1.3M0.05%
173DIMENSIONAL ETF TRUST25434V81546,178$1.3M0.05%
174UBER TECHNOLOGIES INCUBER18,223$1.3M0.05%
175SCHWAB CHARLES CORPSCHW-PJ17,775$1.3M0.05%
176BRISTOL-MYERS SQUIBB COCELG-RI31,341$1.3M0.05%
177TARGET CORPTGT8,618$1.3M0.05%
178ISHARES TR46428864624,616$1.3M0.05%
179SELECT SECTOR SPDR TR81369Y2098,571$1.2M0.05%
180ISHARES SILVER TRSLV46,674$1.2M0.05%
181AMCOR PLCAMCCF125,000$1.2M0.05%
182CUMMINS INCCMI4,331$1.2M0.04%
183ISHARES TR46428717611,132$1.2M0.04%
184SANDY SPRING BANCORP INC80036310348,156$1.2M0.04%
185HCA HEALTHCARE INCHCA3,594$1.2M0.04%
186LYONDELLBASELL INDUSTRIES NLYB12,042$1.2M0.04%
187EATON CORP PLCETN3,627$1.1M0.04%
188AMERICAN ELEC PWR CO INC02553710112,949$1.1M0.04%
189INTERPUBLIC GROUP COS INCINTR38,236$1.1M0.04%
190GE AEROSPACE3696043016,995$1.1M0.04%
191FEDEX CORPFDX3,695$1.1M0.04%
192DUPONT DE NEMOURS INCDD13,348$1.1M0.04%
193CBRE GROUP INCCBRE12,050$1.1M0.04%
194NVIDIA CORPORATIONNVDA8,625$1.1M0.04%
195ARCHER DANIELS MIDLAND COADM17,595$1.1M0.04%
196ARISTA NETWORKS INCANET3,009$1.1M0.04%
197CVS HEALTH CORPCVS17,810$1.1M0.04%
198ISHARES TR4642874738,692$1.0M0.04%
199VANGUARD INDEX FDS9229086294,316$1.0M0.04%
200THE CIGNA GROUP1255231003,154$1.0M0.04%
201ILLINOIS TOOL WKS INC4523081094,286$1.0M0.04%
202PHILLIPS 66PSX7,044$994,4010.04%
203INTUITINTU1,492$980,5570.04%
204CME GROUP INCCME4,983$979,6570.04%
205AMAZON COM INCAMZN5,060$977,8450.04%
206NEW JERSEY RES CORPNJR22,402$957,4610.04%
207T-MOBILE US INCTMUSZ5,430$956,6570.04%
208VANGUARD INDEX FDS9229087362,555$955,5950.04%
209PNC FINL SVCS GROUP INC6934751055,779$898,5180.03%
210SHERWIN WILLIAMS COSHW2,986$891,1110.03%
211SCHWAB STRATEGIC TR80852480522,741$873,7090.03%
212WORKDAY INCWDAY3,822$854,4460.03%
213TRAVELERS COMPANIES INCTRV4,178$849,5540.03%
214AUTODESK INCADSK3,385$837,6180.03%
215KINDER MORGAN INC DELEP-PC42,082$836,1690.03%
216OTIS WORLDWIDE CORPOTIS8,651$832,7450.03%
217PPG INDS INC6935061076,546$824,0750.03%
218ISHARES TR4642876305,391$821,0490.03%
219PAYCHEX INCPAYX6,900$818,0640.03%
220DELTA AIR LINES INC DELDAL17,237$817,7230.03%
221ISHARES TR4642872427,623$816,5750.03%
222ISHARES INC46434G10315,232$815,3680.03%
223GENERAL MTRS CO37045V10017,072$793,1650.03%
224NOVO-NORDISK A SNONOF5,483$782,6430.03%
225MICROSOFT CORPMSFT1,750$782,1620.03%
226NORFOLK SOUTHN CORP6558441083,579$768,3750.03%
227META PLATFORMS INCMETA1,510$761,3720.03%
228FASTENAL COFAST11,896$747,5440.03%
229USCF ETF TR90290T88217,717$744,5140.03%
230VANGUARD INDEX FDS9229087444,611$739,6500.03%
231CARLYLE SECURED LENDING INCCGBD41,624$738,4090.03%
232ISHARES TR46429B26732,692$737,8580.03%
233S&P GLOBAL INCSPGI1,637$730,1020.03%
234VANGUARD WORLD FD92204A7021,247$719,0070.03%
235STANDARD MTR PRODS INC85366610525,517$707,5860.03%
236KLA CORPKLAC846$697,5350.03%
237CHUBB LIMITEDCB2,710$691,2660.03%
238WEC ENERGY GROUP INCWEC8,588$673,8140.02%
239MICROCHIP TECHNOLOGY INC.MCHPP7,354$672,8910.02%
240SCHLUMBERGER LTDSLB14,158$667,9740.02%
241ISHARES TR4642884146,256$666,5760.02%
242OREILLY AUTOMOTIVE INC67103H107624$658,9810.02%
243SELECT SECTOR SPDR TR81369Y60515,976$656,7730.02%
244SALESFORCE INCCRM2,551$655,8620.02%
245EDWARDS LIFESCIENCES CORPEW7,075$653,5170.02%
246FORTUNE BRANDS INNOVATIONS IFBIN10,050$652,6470.02%
247AT&T INCT-PC33,978$649,3190.02%
248DOVER CORPDOV3,579$645,8300.02%
249CROWDSTRIKE HLDGS INCCRWD1,681$644,1420.02%
250ATLANTIC UN BANKSHARES CORP04911A10719,587$643,4320.02%
251MANULIFE FINL CORP56501R10624,154$642,9790.02%
252ALLSTATE CORPALL-PJ3,994$637,6820.02%
253VANGUARD INTL EQUITY INDEX F92204277510,534$617,7130.02%
254SYSCO CORPSYY8,624$615,6670.02%
255SCHWAB STRATEGIC TR8085241029,680$608,5810.02%
256ENERGY TRANSFER L PET-PI37,503$608,2980.02%
257DIMENSIONAL ETF TRUST25434V66620,438$590,8620.02%
258PUBLIC SVC ENTERPRISE GRP IN7445731067,839$577,7340.02%
259ISHARES TR4642885886,265$575,1890.02%
260TRANSDIGM GROUP INCTDG444$567,2580.02%
261KRAFT HEINZ COKHC17,427$561,4970.02%
262SELECT SECTOR SPDR TR81369Y8868,066$549,6170.02%
263ENTERPRISE PRODS PARTNERS L29379210718,913$548,0980.02%
264INVESCO EXCHANGE TRADED FD TIVZ14,686$538,3880.02%
265DOW INCDOW10,145$538,1920.02%
266CORNING INCGLW13,803$536,2460.02%
267MOODYS CORPMCO1,270$534,5810.02%
268ISHARES TR4642888855,108$522,5480.02%
269ROSS STORES INCROST3,585$520,9720.02%
270ROGERS COMMUNICATIONS INCRCIAF14,000$517,7200.02%
271VANGUARD MALVERN FDS92202080510,656$517,2420.02%
272VANGUARD INTL EQUITY INDEX F92204285811,819$517,1990.02%
273INVESCO EXCH TRADED FD TR IIIVZ2,589$510,3170.02%
274INTERNATIONAL FLAVORS&FRAGRA4595061015,310$505,5650.02%
275ISHARES TR4642876065,734$505,2220.02%
276LAM RESEARCH CORPLRCX474$504,7380.02%
277ZOETIS INCZTS2,854$494,7690.02%
278SPDR SER TR78464A8705,261$487,7470.02%
279MICRON TECHNOLOGY INCMU3,696$486,1340.02%
280APOLLO GLOBAL MGMT INC03769M1064,117$486,0940.02%
281XCEL ENERGY INCXELLL9,100$486,0310.02%
282CONSOLIDATED EDISON INCED5,408$483,5830.02%
283SCHWAB STRATEGIC TR8085245086,156$479,1210.02%
284BECTON DICKINSON & COBDX2,047$478,4040.02%
285QUALCOMM INCQCOM2,390$476,0400.02%
286ISHARES TR46428868715,057$475,0480.02%
287HARROW INCHROW22,730$474,8290.02%
288WYNDHAM HOTELS & RESORTS INCWH6,413$474,5620.02%
289SELECT SECTOR SPDR TR81369Y7043,875$472,2460.02%
290ISHARES TR4642877884,934$466,6080.02%
291DOMINION ENERGY INCD9,444$462,7560.02%
292D R HORTON INC23331A1093,280$462,2500.02%
293ADVANCED MICRO DEVICES INCAMD2,830$459,0540.02%
294WASTE MGMT INC DEL94106L1092,130$454,4140.02%
295VANGUARD INDEX FDS9229086522,656$448,3060.02%
296VANGUARD WHITEHALL FDS9219467946,398$438,4540.02%
297ISHARES TR464287200800$437,7840.02%
298INTEL CORPINTC14,046$435,0040.02%
299ARCBEST CORPARCB4,019$430,3540.02%
300DEVON ENERGY CORP NEW25179M1039,064$429,6330.02%
301FIRST BANCORP INC MEFNLC17,150$426,1770.02%
302INGERSOLL RAND INCIR4,674$424,5860.02%
303ISHARES TR4642875982,395$417,8550.02%
304APPLE INCAAPL1,982$417,4480.02%
305MCKESSON CORPMCK713$416,4200.02%
306NEOGENOMICS INCNEO29,908$414,8230.02%
307AIRBNB INCABNB2,727$413,4950.02%
308PAYPAL HLDGS INCPYPL7,082$410,9680.02%
309J P MORGAN EXCHANGE TRADED F46641Q2256,305$409,6350.02%
310BANK NEW YORK MELLON CORP0640581006,829$408,9880.02%
311CORTEVA INCCTVA7,563$407,9480.02%
312FIRST SOLAR INCFSLR1,805$406,9550.01%
313CHIPOTLE MEXICAN GRILL INCCMG6,450$404,0920.01%
314ELECTRONIC ARTS INCEA2,892$402,9420.01%
315TORONTO DOMINION BK ONTTORO7,268$399,4490.01%
316SELECT SECTOR SPDR TR81369Y4072,167$395,2600.01%
317ALPHABET INCGOOG2,125$389,7670.01%
318SCHWAB STRATEGIC TR8085247975,012$389,7330.01%
319ISHARES TR46432F3392,260$385,9170.01%
320GLOBE LIFE INCGL-PD4,569$375,9370.01%
321CARLISLE COS INC142339100925$374,8190.01%
322WSFS FINL CORP9293281027,932$372,8040.01%
323MARKEL GROUP INCMKL235$370,2800.01%
324RIO TINTO PLCRTNTF5,600$369,2080.01%
325SOUTHERN COSOMN4,702$364,7340.01%
326HERSHEY COHSY1,983$364,5340.01%
327WISDOMTREE TRWT4,990$363,0220.01%
328WESTERN ALLIANCE BANCORPWAL-PA5,750$361,2150.01%
329GENUINE PARTS COGPC2,611$361,1530.01%
330FORD MTR CO DEL34537086028,726$360,2240.01%
331VANGUARD INDEX FDS9229085534,287$359,0790.01%
332BIOGEN INCBIIB1,535$355,8430.01%
333ISHARES TR46429B6974,229$355,0660.01%
334CAPRI HOLDINGS LIMITEDCPRI10,707$354,1870.01%
335SCHWAB STRATEGIC TR8085247715,274$353,2520.01%
336AON PLCAON1,196$351,1210.01%
337SEMPRASREA4,600$349,8760.01%
338APPLIED MATLS INC0382221051,445$341,0050.01%
339APA CORPORATIONAPA11,501$338,5890.01%
340GILEAD SCIENCES INCGILD4,882$334,9540.01%
341ISHARES TR46434V6215,705$328,6650.01%
342FORESTAR GROUP INCFOR10,130$324,0580.01%
343ISHARES TR46429B5985,704$318,1690.01%
344OGE ENERGY CORPOGE8,880$317,0160.01%
345WELLTOWER INCWELL3,017$314,5220.01%
346VANGUARD STAR FDS9219097685,181$312,4140.01%
347HEICO CORP NEWHEI-A1,396$312,1590.01%
348TESLA INCTSLA1,555$307,7030.01%
349WILLIAMS COS INC9694571007,133$303,1520.01%
350YUM BRANDS INCYUM2,275$301,3460.01%
351FORTINET INCFTNT4,993$300,9280.01%
352ROPER TECHNOLOGIES INCROP530$298,7390.01%
353TAIWAN SEMICONDUCTOR MFG LTD8740391001,710$297,2150.01%
354FEDERAL SIGNAL CORPFSS3,534$295,6890.01%
355GE VERNOVA INCGEV1,717$294,4820.01%
356VEEVA SYS INCVEEV1,604$293,5480.01%
357DIMENSIONAL ETF TRUST25434V8078,133$292,3000.01%
358J P MORGAN EXCHANGE TRADED F46641Q3325,134$290,9950.01%
359AMERICAN WTR WKS CO INC NEW0304201032,250$290,6100.01%
360NETFLIX INCNFLX430$290,1980.01%
361SELECT SECTOR SPDR TR81369Y8607,519$288,8040.01%
362LYONDELLBASELL INDUSTRIES NLYB3,000$286,9800.01%
363EVERGY INCEVRG5,408$286,4610.01%
364MARRIOTT INTL INC NEW5719032021,181$285,5300.01%
365VANGUARD WHITEHALL FDS9219467944,133$283,2340.01%
366INVESCO EXCHANGE TRADED FD TIVZ7,430$281,9680.01%
367AVERY DENNISON CORPAVY1,260$275,4990.01%
368DICKS SPORTING GOODS INC2533931021,273$273,5040.01%
369VANGUARD WORLD FD92204A5041,003$266,7980.01%
370FORTIVE CORPFTV3,587$265,7960.01%
371KINDER MORGAN INC DELEP-PC13,310$264,4690.01%
372ASML HOLDING N VASMLF258$263,8640.01%
373PACKAGING CORP AMER6951561091,433$261,6080.01%
374PFIZER INCPFE9,300$260,2140.01%
375EVERSOURCE ENERGYES4,572$259,2780.01%
376PROSHARES TR74347R2062,590$258,5070.01%
377COGNIZANT TECHNOLOGY SOLUTIOCTSH3,789$257,6520.01%
378LAUDER ESTEE COS INC5184391042,407$256,1040.01%
379VANGUARD WORLD FD92204A4052,557$255,3930.01%
380CAPITAL GRP FIXED INCM ETF T14020Y5089,819$253,5260.01%
381ROCKWELL AUTOMATION INCROK917$252,4310.01%
382FIRST HORIZON CORPORATIONFHN-PH15,927$251,1680.01%
383HOLOGIC INCHOLX3,375$250,5930.01%
384ISHARES INC4642868224,388$248,4040.01%
385ENBRIDGE INCENNPF6,962$247,7770.01%
386KLA CORPKLAC298$245,7030.01%
387KIMBERLY-CLARK CORPKMB1,765$243,9230.01%
388DIMENSIONAL ETF TRUST25434V5004,016$241,2810.01%
389GENERAL MLS INC3703341043,800$240,3880.01%
390SELECT SECTOR SPDR TR81369Y3083,116$238,6230.01%
391VERISK ANALYTICS INCVRSK873$235,3170.01%
392UBS AG LONDON BRANCHUSML9,475$233,2660.01%
393PARKER-HANNIFIN CORPPH456$230,6490.01%
394GREENE CNTY BANCORP INC3943571076,792$228,9580.01%
395SCHWAB STRATEGIC TR8085246074,818$228,6140.01%
396CARMAX INCKMX3,090$226,6200.01%
397DARDEN RESTAURANTS INCDRI1,491$225,6180.01%
398WILLIAMS COS INC9694571005,300$225,2500.01%
399CARNIVAL CORPCUKPF11,918$223,1040.01%
400KROGER COKR4,464$222,8870.01%
401UNITED RENTALS INCURI344$222,4750.01%
402THE TRADE DESK INC88339J1052,275$222,1990.01%
403STERIS PLCSTE1,012$222,1740.01%
404METLIFE INCMET-PF3,155$221,4490.01%
405PALANTIR TECHNOLOGIES INCPLTR8,541$216,3430.01%
406CINCINNATI FINL CORP1720621011,800$212,5800.01%
407STARWOOD PPTY TR INCSTHO11,204$212,2030.01%
408ENTERIN INC.92964A9001$211,1050.01%
409GLOBAL PMTS INC37940X1022,182$210,9990.01%
410DIMENSIONAL ETF TRUST25434V2037,100$210,6570.01%
411AUTOZONE INCAZO71$210,4510.01%
412PRICE T ROWE GROUP INCTROW1,820$209,8640.01%
413SPDR S&P MIDCAP 400 ETF TRMDY392$209,7510.01%
414SPDR SER TR78464A3592,910$209,6940.01%
415HP INCHPQ5,949$208,3330.01%
416BAXTER INTL INC0718131096,204$207,5230.01%
417MERCADOLIBRE INCMELI126$207,0680.01%
418FIDELITY NATL INFORMATION SV31620M1062,744$206,7870.01%
419NEXTERA ENERGY INCNEE-PW2,900$205,3490.01%
420ANSYS INC03662Q105635$204,1520.01%
421COSTAR GROUP INCCSGP2,750$203,8850.01%
422SELECT SECTOR SPDR TR81369Y1002,291$202,3180.01%
423ISHARES TR4642888773,811$202,1350.01%
424CIBUS INCCBUS20,488$201,8060.01%
425GLOBAL X FDS37954Y6325,661$201,7010.01%
426VANGUARD INDEX FDS922908637805$200,9440.01%
427VERTEX PHARMACEUTICALS INCVRTX428$200,6120.01%
428ONEOK INC NEWOKE2,400$195,7200.01%
429COCA COLA COKO3,000$190,9500.01%
430EVERGY INCEVRG3,500$185,3950.01%
431ADOBE INCADBE325$180,5500.01%
432SHOPIFY INCSHOP2,603$171,9280.01%
433ONEOK INC NEWOKE2,099$171,1730.01%
434LCNB CORPLCNB11,953$166,2660.01%
435REGENERON PHARMACEUTICALSREGN156$163,9600.01%
436ISHARES GOLD TRIAU3,475$152,6560.01%
437UNITED PARCEL SERVICE INCUPS1,080$147,7980.01%
438WELLS FARGO CO NEW949746804122$145,0540.01%
439CVS HEALTH CORPCVS2,425$143,2200.01%
440INVESCO EXCH TRADED FD TR IIIVZ12,396$143,1730.01%
441BLACKROCK INCBLK178$140,1420.01%
442EASTERN BANKSHARES INCEBC10,000$139,8000.01%
443EXXON MOBIL CORPXOM1,161$133,6540.00%
444UNITEDHEALTH GROUP INCUNH250$127,3150.00%
445D R HORTON INC23331A109903$127,2590.00%
446AIRBNB INCABNB825$125,0940.00%
447FIRST SOLAR INCFSLR549$123,7770.00%
448QUANTA SVCS INC74762E102445$113,0700.00%
449BP PLCBPPFF3,000$108,3000.00%
450LOCKHEED MARTIN CORPLMT220$102,7620.00%
451ARCHER DANIELS MIDLAND COADM1,630$98,5330.00%
452COSTCO WHSL CORP NEW22160K105111$94,3480.00%
453ELI LILLY & COLLY103$93,2540.00%
454WELLS FARGO CO NEW94974680473$86,7940.00%
455INFUSYSTEM HLDGS INCINFU12,500$85,3750.00%
456ISHARES TR4642872341,965$83,6890.00%
457MERCADOLIBRE INCMELI50$82,1700.00%
458ISHARES TR464287465985$77,1550.00%
459BERKSHIRE HATHAWAY INC DELBRK-A180$73,2240.00%
460ISHARES TR464287655357$72,4310.00%
461PALO ALTO NETWORKS INCPANW213$72,2090.00%
462HOME DEPOT INCHD202$69,5360.00%
463AMGEN INCAMGN200$62,4900.00%
464ELEVANCE HEALTH INCELV110$59,6040.00%
465REGENERON PHARMACEUTICALSREGN55$57,8060.00%
466ANALOG DEVICES INCADI252$57,5210.00%
467AIR PRODS & CHEMS INCAIIR220$56,7710.00%
468MORGAN STANLEYMS-PQ570$55,3980.00%
469DEERE & CODE145$54,1760.00%
470INTUITIVE SURGICAL INCISRG120$53,3820.00%
471AMCOR PLCAMCCF5,250$51,3450.00%
472CROWDSTRIKE HLDGS INCCRWD130$49,8140.00%
473CATERPILLAR INCCAT145$48,2990.00%
474VANGUARD SCOTTSDALE FDS92206C664560$45,9030.00%
475DISNEY WALT CO254687106450$44,6800.00%
476AUTODESK INCADSK180$44,5410.00%
477SERVICENOW INCNOW56$44,0530.00%
478INTERCONTINENTAL EXCHANGE IN45866F104316$43,2570.00%
479UBER TECHNOLOGIES INCUBER580$42,1540.00%
480CENCORA INCCOR185$41,6800.00%
481MEDTRONIC PLCMDT510$40,1420.00%
482LITHIUM AMERICAS ARGENTINA C53681K10012,454$39,8520.00%
483DELTA AIR LINES INC DELDAL800$37,9520.00%
484BRISTOL-MYERS SQUIBB COCELG-RI900$37,3770.00%
485ALPHABET INCGOOG200$36,4300.00%
486MASTERCARD INCORPORATEDMA80$35,2920.00%
487HONEYWELL INTL INC438516106160$34,1660.00%
488CDW CORPCDW150$33,5760.00%
489LITHIUM AMERS CORP NEWLTUM12,454$33,3760.00%
490SHOPIFY INCSHOP490$32,3640.00%
491VISA INCV120$31,4960.00%
492PROCTER AND GAMBLE CO742718109190$31,3340.00%
493RTX CORPORATIONRTX290$29,1130.00%
494THERMO FISHER SCIENTIFIC INCTMO50$27,6500.00%
495INTEL CORPINTC860$26,6340.00%
496HEALTHIER CHOICES MGMT CORP42226N109233,325,486$23,3320.00%
497SEAFARER EXPL CORP8117331042,400,000$22,8000.00%
498CISCO SYS INCCSCO400$19,0040.00%
499TRANE TECHNOLOGIES PLCTT50$16,4460.00%
500VERTICAL COMPUTER SYS INC COM NEW92532R2031,000,000$16,0000.00%