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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

Adviser Investments LLC

Quarter ended Q3 2024 · Filed November 8, 2024 · Accession 0001544576-24-000007

Total Value
$8.01B
Positions
888
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS9229087362,519,307$967.2M12.31%
2VANGUARD INDEX FDS9229087444,765,011$831.8M10.59%
3VANGUARD TAX-MANAGED FDS92194385810,218,749$539.7M6.87%
4VANGUARD SCOTTSDALE FDS92206C7067,378,344$445.8M5.67%
5SPDR SER TR78464A14411,784,001$353.9M4.50%
6ISHARES TR4642884142,788,685$302.9M3.86%
7ISHARES TR4642885882,065,104$197.9M2.52%
8VANGUARD MUN BD FDS9229077463,148,791$161.0M2.05%
9VANGUARD INTL EQUITY INDEX F9220428582,550,093$122.0M1.55%
10ISHARES TR464287200143,963$83.0M1.06%
11APPLE INCAAPL355,296$82.8M1.05%
12APPLE INCAAPL317,026$73.9M0.94%
13VANGUARD INDEX FDS922908595274,464$73.4M0.93%
14VANGUARD WELLINGTON FD921935805598,091$72.1M0.92%
15MICROSOFT CORPMSFT167,358$72.0M0.92%
16VANGUARD INDEX FDS922908611347,344$69.7M0.89%
17VANGUARD SCOTTSDALE FDS92206C7061,045,956$63.2M0.80%
18MICROSOFT CORPMSFT115,880$49.9M0.63%
19SPDR SER TR78464A1441,586,070$47.6M0.61%
20ISHARES TR46432F339261,671$46.9M0.60%
21MICROSOFT CORPMSFT102,122$43.9M0.56%
22ISHARES TR464287614112,093$42.1M0.54%
23ISHARES TR464287408204,488$40.3M0.51%
24SPDR S&P 500 ETF TRSPY68,134$39.1M0.50%
25JPMORGAN CHASE & CO.VYLD185,337$39.1M0.50%
26JPMORGAN CHASE & CO.VYLD179,155$37.8M0.48%
27APPLE INCAAPL161,682$37.7M0.48%
28ISHARES TR464288661299,096$35.8M0.46%
29ABBVIE INCABBV179,730$35.5M0.45%
30ISHARES TR46428720061,445$35.4M0.45%
31WALMART INCWMT405,389$32.7M0.42%
32VANGUARD INDEX FDS92290836356,683$29.9M0.38%
33VANGUARD INDEX FDS92290876998,167$27.8M0.35%
34COSTCO WHSL CORP NEW22160K10531,159$27.6M0.35%
35VANGUARD TAX-MANAGED FDS921943858513,769$27.1M0.35%
36JOHNSON & JOHNSONJNJ167,128$27.1M0.34%
37ISHARES TR464288588279,431$26.8M0.34%
38NEXTERA ENERGY INCNEE-PW312,705$26.4M0.34%
39NVIDIA CORPORATIONNVDA195,650$23.8M0.30%
40VISA INCV85,508$23.5M0.30%
41NEXTERA ENERGY INCNEE-PW274,827$23.2M0.30%
42COSTCO WHSL CORP NEW22160K10526,184$23.2M0.30%
43VISA INCV80,939$22.3M0.28%
44PROCTER AND GAMBLE CO742718109125,274$21.7M0.28%
45VANGUARD WORLD FD921910733208,222$21.2M0.27%
46ELEVANCE HEALTH INCELV40,082$20.8M0.27%
47HOME DEPOT INCHD50,876$20.6M0.26%
48BROADCOM INCAVGO118,911$20.5M0.26%
49ISHARES TR464288356351,340$20.4M0.26%
50BERKSHIRE HATHAWAY INC DELBRK-A43,553$20.0M0.26%
51VANGUARD INDEX FDS92290873649,499$19.0M0.24%
52ISHARES TR464288323349,764$19.0M0.24%
53VANGUARD SPECIALIZED FUNDS92190884494,021$18.6M0.24%
54ELI LILLY & COLLY20,872$18.5M0.24%
55MCDONALDS CORPMCD60,656$18.5M0.24%
56ABBVIE INCABBV92,917$18.3M0.23%
57WALMART INCWMT224,517$18.1M0.23%
58UNITEDHEALTH GROUP INCUNH30,431$17.8M0.23%
59MERCK & CO INCMRK153,020$17.4M0.22%
60BROADCOM INCAVGO100,481$17.3M0.22%
61PEPSICO INCPEP101,780$17.3M0.22%
62FIDELITY COVINGTON TRUST316092600236,452$17.2M0.22%
63ISHARES TR464287671126,933$16.7M0.21%
64LINDE PLCLIN34,950$16.7M0.21%
65MERCK & CO INCMRK143,749$16.3M0.21%
66SPDR S&P 500 ETF TRSPY28,062$16.1M0.20%
67ELI LILLY & COLLY18,149$16.1M0.20%
68LOWES COS INC54866110758,680$15.9M0.20%
69ALPHABET INCGOOG94,952$15.9M0.20%
70UNITEDHEALTH GROUP INCUNH26,645$15.6M0.20%
71DELTA AIR LINES INC DELDAL304,353$15.5M0.20%
72ORACLE CORPORCL-PD90,605$15.4M0.20%
73EXXON MOBIL CORPXOM129,698$15.2M0.19%
74UNION PAC CORPUNP60,653$14.9M0.19%
75RTX CORPORATIONRTX121,982$14.8M0.19%
76CITIGROUP INCC-PR235,657$14.8M0.19%
77JPMORGAN CHASE & CO.VYLD69,104$14.6M0.19%
78DELL TECHNOLOGIES INCDELL122,428$14.5M0.18%
79BLACKROCK INCBLK15,237$14.5M0.18%
80PROLOGIS INC.PLDGP114,127$14.4M0.18%
81META PLATFORMS INCMETA25,046$14.3M0.18%
823M COMMM103,862$14.2M0.18%
83TJX COS INC NEW872540109120,471$14.2M0.18%
84T-MOBILE US INCTMUSZ67,577$13.9M0.18%
85ELEVANCE HEALTH INCELV26,749$13.9M0.18%
86HONEYWELL INTL INC43851610666,267$13.7M0.17%
87QUALCOMM INCQCOM80,470$13.7M0.17%
88HOME DEPOT INCHD33,408$13.5M0.17%
89ABBOTT LABSABLZF118,528$13.5M0.17%
90ALPHABET INCGOOG81,132$13.5M0.17%
91ISHARES TR464288885121,777$13.1M0.17%
92ISHARES TR46428759869,027$13.1M0.17%
93LINDE PLCLIN27,409$13.1M0.17%
94ISHARES TR46429B697142,362$13.0M0.17%
95CHEVRON CORP NEWCVX88,171$13.0M0.17%
96JOHNSON & JOHNSONJNJ79,725$12.9M0.16%
97BERKSHIRE HATHAWAY INC DELBRK-A27,782$12.8M0.16%
98AMAZON COM INCAMZN68,572$12.8M0.16%
99ISHARES TR464287804106,205$12.4M0.16%
100META PLATFORMS INCMETA21,697$12.4M0.16%
101EXXON MOBIL CORPXOM105,364$12.4M0.16%
102TARGET CORPTGT78,454$12.2M0.16%
103PEPSICO INCPEP70,789$12.0M0.15%
104NIKE INCNKE136,026$12.0M0.15%
105SPDR SER TR78464A516510,777$11.9M0.15%
106ISHARES TR464287242105,350$11.9M0.15%
107ISHARES TR464288281126,896$11.9M0.15%
108PROCTER AND GAMBLE CO74271810968,561$11.9M0.15%
109LOCKHEED MARTIN CORPLMT20,101$11.8M0.15%
110FEDEX CORPFDX42,806$11.7M0.15%
111ISHARES TR464287432119,357$11.7M0.15%
112TJX COS INC NEW87254010999,538$11.7M0.15%
113VANGUARD BD INDEX FDS921937835154,398$11.6M0.15%
114DBX ETF TR233051432308,270$11.4M0.14%
115PFIZER INCPFE392,832$11.4M0.14%
116LOCKHEED MARTIN CORPLMT19,104$11.2M0.14%
117BERKSHIRE HATHAWAY INC DELBRK-A24,117$11.1M0.14%
118RTX CORPORATIONRTX91,375$11.1M0.14%
119MCDONALDS CORPMCD36,324$11.1M0.14%
120HONEYWELL INTL INC43851610652,978$11.0M0.14%
121PROCTER AND GAMBLE CO74271810961,700$10.7M0.14%
122ABBOTT LABSABLZF92,788$10.6M0.13%
123ALPHABET INCGOOG63,606$10.5M0.13%
124UNITED PARCEL SERVICE INCUPS77,366$10.5M0.13%
125ALPHABET INCGOOG63,486$10.5M0.13%
126JOHNSON & JOHNSONJNJ63,003$10.2M0.13%
127PALO ALTO NETWORKS INCPANW29,451$10.1M0.13%
128VANECK ETF TRUST92189F437339,167$10.0M0.13%
129COLGATE PALMOLIVE COCL94,452$9.8M0.12%
130FIDELITY COVINGTON TRUST31609280855,820$9.7M0.12%
131OREILLY AUTOMOTIVE INC67103H1078,426$9.7M0.12%
132SCHWAB CHARLES CORPSCHW-PJ149,056$9.7M0.12%
133ACCENTURE PLC IRELANDACN27,167$9.6M0.12%
134UNION PAC CORPUNP38,729$9.5M0.12%
135SAP SESAPGF41,625$9.5M0.12%
136COMCAST CORP NEWCCZ226,417$9.5M0.12%
137SCHWAB STRATEGIC TR808524805228,989$9.4M0.12%
138HOME DEPOT INCHD23,047$9.3M0.12%
139VANGUARD INDEX FDS92290873623,882$9.2M0.12%
140AMAZON COM INCAMZN48,626$9.1M0.12%
141AMAZON COM INCAMZN48,048$9.0M0.11%
142VANGUARD INDEX FDS92290874450,497$8.8M0.11%
143ISHARES TR464287507139,756$8.7M0.11%
144BANCO SANTANDER S.A.BCDRF1,685,571$8.6M0.11%
145KLA CORPKLAC11,042$8.6M0.11%
146CARNIVAL CORPCUKPF457,891$8.5M0.11%
147VANGUARD INDEX FDS92290876929,692$8.4M0.11%
148STARBUCKS CORPSBUX85,796$8.4M0.11%
149QUALCOMM INCQCOM49,083$8.3M0.11%
150BLACKROCK INCBLK8,609$8.2M0.10%
151AUTOMATIC DATA PROCESSING INADP29,242$8.1M0.10%
152UBER TECHNOLOGIES INCUBER107,200$8.1M0.10%
153NIKE INCNKE90,991$8.0M0.10%
154CATERPILLAR INCCAT20,499$8.0M0.10%
155ALPHABET INCGOOG47,220$7.9M0.10%
156INTERNATIONAL BUSINESS MACHSINTR35,705$7.9M0.10%
157COLGATE PALMOLIVE COCL75,075$7.8M0.10%
158TAIWAN SEMICONDUCTOR MFG LTD87403910044,379$7.7M0.10%
159VANGUARD TAX-MANAGED FDS921943858144,891$7.7M0.10%
160NEXTERA ENERGY INCNEE-PW90,302$7.6M0.10%
161ISHARES TR46434V407174,376$7.6M0.10%
162CENCORA INCCOR33,397$7.5M0.10%
163COMCAST CORP NEWCCZ174,528$7.3M0.09%
164VANGUARD INDEX FDS92290853829,729$7.2M0.09%
165ISHARES TR46429B655141,578$7.2M0.09%
166SCHWAB STRATEGIC TR80852440989,451$7.2M0.09%
167ISHARES TR46436E75999,751$7.2M0.09%
168PEPSICO INCPEP41,739$7.1M0.09%
169ISHARES TR464287234154,584$7.1M0.09%
170ASML HOLDING N VASMLF8,472$7.1M0.09%
171VANGUARD INDEX FDS92290874440,361$7.0M0.09%
172NETFLIX INCNFLX9,927$7.0M0.09%
173CISCO SYS INCCSCO131,587$7.0M0.09%
174BERKSHIRE HATHAWAY INC DELBRK-A10$6.9M0.09%
175TARGET CORPTGT44,143$6.9M0.09%
176MATTHEWS INTL FDS577130628242,330$6.8M0.09%
177ISHARES TR46435U853181,707$6.8M0.09%
178NVIDIA CORPORATIONNVDA55,541$6.7M0.09%
179ABBVIE INCABBV33,720$6.7M0.08%
180VANGUARD WORLD FD921910691102,434$6.6M0.08%
181NUSHARES ETF TRNU159,280$6.6M0.08%
182ISHARES TR46428746578,834$6.6M0.08%
183GE HEALTHCARE TECHNOLOGIES IGEHC69,299$6.5M0.08%
184VANGUARD MUN BD FDS922907746127,025$6.5M0.08%
185CHIPOTLE MEXICAN GRILL INCCMG112,331$6.5M0.08%
186NEWMONT CORPNEMCL120,007$6.4M0.08%
187ACCENTURE PLC IRELANDACN18,008$6.4M0.08%
188DIAGEO PLCDGEAF45,291$6.4M0.08%
189STARBUCKS CORPSBUX65,082$6.3M0.08%
190EXXON MOBIL CORPXOM53,785$6.3M0.08%
191ORACLE CORPORCL-PD36,863$6.3M0.08%
192ORACLE CORPORCL-PD36,811$6.3M0.08%
193AMGEN INCAMGN18,420$5.9M0.08%
194SKYWORKS SOLUTIONS INCSWKS59,536$5.9M0.07%
195TESLA INCTSLA22,367$5.9M0.07%
196INVESCO EXCH TRADED FD TR IIIVZ95,744$5.8M0.07%
197INVESCO EXCH TRADED FD TR IIIVZ120,060$5.8M0.07%
198ISHARES TR46428722655,335$5.6M0.07%
199ISHARES TR46436E767113,709$5.6M0.07%
200ISHARES TR46436E726249,834$5.5M0.07%
201VANGUARD INDEX FDS92290861127,428$5.5M0.07%
202VANGUARD SCOTTSDALE FDS92206C64937,000$5.4M0.07%
203VANGUARD INTL EQUITY INDEX F92204274244,821$5.4M0.07%
204VANGUARD INTL EQUITY INDEX F922042858111,477$5.3M0.07%
205VANGUARD INDEX FDS92290859519,918$5.3M0.07%
206MARRIOTT INTL INC NEW57190320221,160$5.3M0.07%
207ISHARES INC46428653382,331$5.2M0.07%
208ISHARES TR46428761413,737$5.2M0.07%
209PFIZER INCPFE176,772$5.1M0.07%
210ISHARES TR46428827375,550$5.1M0.07%
211ISHARES TR46429B68966,057$5.1M0.06%
212ISHARES TR46428887788,021$5.1M0.06%
213BROADCOM INCAVGO29,290$5.1M0.06%
214VANGUARD SCOTTSDALE FDS92206C57362,470$5.0M0.06%
215WORKDAY INCWDAY19,802$4.8M0.06%
216VANGUARD ADMIRAL FDS INC92193286942,221$4.8M0.06%
217VANGUARD INDEX FDS9229083639,132$4.8M0.06%
218SCHWAB STRATEGIC TR808524706165,116$4.8M0.06%
219MERCK & CO INCMRK42,324$4.8M0.06%
220VANGUARD SCOTTSDALE FDS92206C40960,451$4.8M0.06%
221ISHARES TR46428754949,821$4.8M0.06%
222DUKE ENERGY CORP NEWDUKB41,316$4.8M0.06%
223ISHARES TR46428724242,077$4.8M0.06%
224AVALONBAY CMNTYS INCAWX20,784$4.7M0.06%
225ISHARES TR46432F84259,951$4.7M0.06%
226AGNICO EAGLE MINES LTDAEM56,790$4.6M0.06%
227ELI LILLY & COLLY5,142$4.6M0.06%
228DIAGEO PLCDGEAF31,991$4.5M0.06%
229AIRBNB INCABNB35,024$4.4M0.06%
230CANADIAN NATL RY CO13637510237,668$4.4M0.06%
231AIR PRODS & CHEMS INCAIIR14,790$4.4M0.06%
232ABBOTT LABSABLZF38,523$4.4M0.06%
233MCDONALDS CORPMCD14,319$4.4M0.06%
234ICICI BANK LIMITEDIBN141,101$4.2M0.05%
235COCA-COLA EUROPACIFIC PARTNECCEP52,892$4.2M0.05%
236VANGUARD STAR FDS92190976864,064$4.1M0.05%
237COCA COLA COKO57,649$4.1M0.05%
238CITIGROUP INCC-PR65,709$4.1M0.05%
239WALMART INCWMT50,591$4.1M0.05%
240NOVO-NORDISK A SNONOF34,096$4.1M0.05%
241ISHARES TR46428780434,185$4.0M0.05%
242VANGUARD ADMIRAL FDS INC92193279433,032$4.0M0.05%
243ISHARES TR46428749944,457$3.9M0.05%
244TIDAL TRUST III74741A106221,045$3.9M0.05%
245SCHWAB CHARLES CORPSCHW-PJ59,608$3.9M0.05%
246VANGUARD INDEX FDS92290875116,207$3.8M0.05%
247AKAMAI TECHNOLOGIES INCAKAM37,496$3.8M0.05%
248VANGUARD INDEX FDS92290875115,919$3.8M0.05%
249LOWES COS INC54866110713,683$3.7M0.05%
250ISHARES TR46428747327,930$3.7M0.05%
251AMERICAN EXPRESS COAXP13,590$3.7M0.05%
252SCHWAB STRATEGIC TR80852464969,513$3.7M0.05%
253GE AEROSPACE36960430119,236$3.6M0.05%
254ISHARES TR46428828138,154$3.6M0.05%
255ISHARES TR46428749940,294$3.6M0.05%
256SCHWAB STRATEGIC TR80852460768,930$3.5M0.05%
257RIO TINTO PLCRTNTF49,835$3.5M0.05%
258CHUBB LIMITEDCB12,275$3.5M0.05%
259FIDELITY COVINGTON TRUST31609286568,299$3.5M0.05%
260SERVICENOW INCNOW3,933$3.5M0.04%
261ISHARES TR46428763020,970$3.5M0.04%
262ISHARES TR464288687105,034$3.5M0.04%
263SCHWAB STRATEGIC TR80852420150,655$3.4M0.04%
264MASTERCARD INCORPORATEDMA6,952$3.4M0.04%
265VANGUARD WORLD FD92204A50412,095$3.4M0.04%
266COCA COLA COKO47,479$3.4M0.04%
267AMERICAN EXPRESS COAXP12,540$3.4M0.04%
268TJX COS INC NEW87254010928,724$3.4M0.04%
269CISCO SYS INCCSCO63,401$3.4M0.04%
270VANGUARD INDEX FDS92290862912,347$3.3M0.04%
271FIDELITY COVINGTON TRUST316092857109,779$3.2M0.04%
272TERADYNE INCTER23,983$3.2M0.04%
273LAM RESEARCH CORPLRCX3,931$3.2M0.04%
274TEXAS PACIFIC LAND CORPORATITPL3,609$3.2M0.04%
275VANGUARD ADMIRAL FDS INC92193270316,738$3.2M0.04%
276UNION PAC CORPUNP12,942$3.2M0.04%
277FEDEX CORPFDX11,617$3.2M0.04%
278SPDR INDEX SHS FDS78463X88984,589$3.2M0.04%
279INTERNATIONAL BUSINESS MACHSINTR14,356$3.2M0.04%
280KLA CORPKLAC4,082$3.2M0.04%
281CHEVRON CORP NEWCVX21,384$3.1M0.04%
282CATERPILLAR INCCAT8,025$3.1M0.04%
283CVS HEALTH CORPCVS49,464$3.1M0.04%
284VISA INCV11,288$3.1M0.04%
285BANK AMERICA CORP06050510477,779$3.1M0.04%
2863M COMMM22,478$3.1M0.04%
287AUTOMATIC DATA PROCESSING INADP10,805$3.0M0.04%
288INVESCO QQQ TRIVZ6,124$3.0M0.04%
289ISHARES INC46428658237,803$3.0M0.04%
290GOLDMAN SACHS GROUP INCGSCE5,881$2.9M0.04%
291GOLDMAN SACHS GROUP INCGSCE5,825$2.9M0.04%
292ASTRAZENECA PLCAZN36,244$2.8M0.04%
293EMERSON ELEC COEMR25,792$2.8M0.04%
294PFIZER INCPFE96,725$2.8M0.04%
295ONEOK INC NEWOKE30,616$2.8M0.04%
296NVIDIA CORPORATIONNVDA22,563$2.7M0.03%
297GILEAD SCIENCES INCGILD32,610$2.7M0.03%
298VANGUARD SCOTTSDALE FDS92206C62313,073$2.7M0.03%
299NUSHARES ETF TRNU63,095$2.7M0.03%
300VANGUARD INTL EQUITY INDEX F92204271821,350$2.7M0.03%
301ISHARES TR46428722626,486$2.7M0.03%
302IDEXX LABS INC45168D1045,302$2.7M0.03%
303SERVICENOW INCNOW2,965$2.7M0.03%
304META PLATFORMS INCMETA4,616$2.6M0.03%
305EATON CORP PLCETN7,943$2.6M0.03%
306AMGEN INCAMGN8,160$2.6M0.03%
307DEERE & CODE6,274$2.6M0.03%
308COOPER COS INC21664850123,328$2.6M0.03%
309CHEVRON CORP NEWCVX17,436$2.6M0.03%
310ISHARES TR46428824044,056$2.5M0.03%
311VANGUARD SPECIALIZED FUNDS92190884412,672$2.5M0.03%
312QUANTERIX CORPQTRX193,203$2.5M0.03%
313TEXAS INSTRS INC88250810412,112$2.5M0.03%
314ALPHABET INCGOOG14,943$2.5M0.03%
315INTUITIVE SURGICAL INCISRG5,068$2.5M0.03%
316COSTCO WHSL CORP NEW22160K1052,778$2.5M0.03%
317SPDR INDEX SHS FDS78463X88965,223$2.4M0.03%
318VERIZON COMMUNICATIONS INCVZ54,467$2.4M0.03%
319T ROWE PRICE ETF INC87283Q40458,995$2.4M0.03%
320SCHWAB STRATEGIC TR80852410236,323$2.4M0.03%
321THERMO FISHER SCIENTIFIC INCTMO3,870$2.4M0.03%
322CROWDSTRIKE HLDGS INCCRWD8,506$2.4M0.03%
323INTEL CORPINTC99,978$2.3M0.03%
324AT&T INCT-PC106,514$2.3M0.03%
325CINTAS CORPCTAS11,309$2.3M0.03%
326STRYKER CORPORATIONSYK6,429$2.3M0.03%
327ISHARES TR46436E74256,934$2.3M0.03%
328SPDR S&P 500 ETF TRSPY4,008$2.3M0.03%
329ISHARES TR4642876227,304$2.3M0.03%
330ALIBABA GROUP HLDG LTDBBAAY21,622$2.3M0.03%
331KRAFT HEINZ COKHC65,318$2.3M0.03%
332ISHARES GOLD TRIAU45,853$2.3M0.03%
333SPDR S&P MIDCAP 400 ETF TRMDY3,975$2.3M0.03%
334VANGUARD WHITEHALL FDS92194640617,616$2.3M0.03%
335ISHARES TR46428750736,205$2.3M0.03%
336ISHARES TR46428759811,861$2.3M0.03%
337VANGUARD INTL EQUITY INDEX F92204285846,837$2.2M0.03%
338LOWES COS INC5486611078,163$2.2M0.03%
339VANGUARD SCOTTSDALE FDS92206C10237,326$2.2M0.03%
340ISHARES TR46428711926,186$2.2M0.03%
341S&P GLOBAL INCSPGI4,233$2.2M0.03%
342SPDR SER TR78468R66323,694$2.2M0.03%
343APPLIED MATLS INC03822210510,725$2.2M0.03%
344ISHARES TR46428724219,125$2.2M0.03%
345KIMBERLY-CLARK CORPKMB15,137$2.2M0.03%
346ROPER TECHNOLOGIES INCROP3,854$2.1M0.03%
347AMGEN INCAMGN6,597$2.1M0.03%
348QUALCOMM INCQCOM12,487$2.1M0.03%
349FORD MTR CO345370860200,533$2.1M0.03%
350ISHARES TR46428986735,380$2.1M0.03%
351HONEYWELL INTL INC43851610610,102$2.1M0.03%
352ILLINOIS TOOL WKS INC4523081097,792$2.0M0.03%
353VANGUARD INTL EQUITY INDEX F92204277532,097$2.0M0.03%
354VANGUARD SCOTTSDALE FDS92206C77142,736$2.0M0.03%
355ANALOG DEVICES INCADI8,764$2.0M0.03%
356LINDE PLCLIN4,176$2.0M0.03%
357ISHARES TR4642871017,185$2.0M0.03%
358NOVO-NORDISK A SNONOF16,488$2.0M0.02%
359ISHARES TR46428766320,542$2.0M0.02%
360VANGUARD WHITEHALL FDS92194681022,175$2.0M0.02%
361PURE STORAGE INC74624M10238,677$1.9M0.02%
362BECTON DICKINSON & COBDX7,992$1.9M0.02%
363ISHARES INC46428625141,658$1.9M0.02%
364BOEING COBA-PA12,535$1.9M0.02%
365INTUITINTU3,025$1.9M0.02%
366APPLOVIN CORPAPP14,336$1.9M0.02%
367ISHARES TR46428825715,448$1.8M0.02%
368ISHARES TR46428748115,720$1.8M0.02%
369VANGUARD WORLD FD92204A7023,119$1.8M0.02%
370BRISTOL-MYERS SQUIBB COCELG-RI35,334$1.8M0.02%
371COLGATE PALMOLIVE COCL17,460$1.8M0.02%
372ISHARES TR46432F84223,174$1.8M0.02%
373INTERCONTINENTAL EXCHANGE IN45866F10411,232$1.8M0.02%
374PAYPAL HLDGS INCPYPL22,968$1.8M0.02%
375FREEPORT-MCMORAN INCFCX35,812$1.8M0.02%
376MASTERCARD INCORPORATEDMA3,569$1.8M0.02%
377VANGUARD INTL EQUITY INDEX F92204271813,915$1.8M0.02%
378ISHARES TR46428755612,034$1.8M0.02%
379BRISTOL-MYERS SQUIBB COCELG-RI33,560$1.7M0.02%
380THERMO FISHER SCIENTIFIC INCTMO2,800$1.7M0.02%
381ADOBE INCADBE3,336$1.7M0.02%
382GENERAL MLS INC37033410423,325$1.7M0.02%
383BECTON DICKINSON & COBDX7,108$1.7M0.02%
384BANK AMERICA CORP06050510442,514$1.7M0.02%
385SHENANDOAH TELECOMMUNICATIONSHEN119,465$1.7M0.02%
386ISHARES INC46434G10329,183$1.7M0.02%
387DANAHER CORPORATION2358511026,015$1.7M0.02%
388ADOBE INCADBE3,189$1.7M0.02%
389DANAHER CORPORATION2358511025,881$1.6M0.02%
390ISHARES TR4642876144,355$1.6M0.02%
391NASDAQ INCNDAQ22,153$1.6M0.02%
392FIDELITY COVINGTON TRUST31609260022,049$1.6M0.02%
393AUTOZONE INCAZO509$1.6M0.02%
394ISHARES TR46428730916,684$1.6M0.02%
395FIDELITY MERRIMACK STR TR31618830934,104$1.6M0.02%
396VANGUARD INDEX FDS9229085955,927$1.6M0.02%
397RTX CORPORATIONRTX13,041$1.6M0.02%
398SPOTIFY TECHNOLOGY S ASPOT4,240$1.6M0.02%
399DISNEY WALT CO25468710616,172$1.6M0.02%
400TEXAS INSTRS INC8825081047,454$1.5M0.02%
401ACCENTURE PLC IRELANDACN4,350$1.5M0.02%
402VANGUARD WORLD FD9219108164,768$1.5M0.02%
403NORTHERN TR CORPNTRSO16,963$1.5M0.02%
404DATADOG INCDDOG12,968$1.5M0.02%
405ISHARES TR4642876224,698$1.5M0.02%
406CLEVELAND-CLIFFS INC NEWCLF115,639$1.5M0.02%
407SPDR GOLD TRGLD6,070$1.5M0.02%
408DISNEY WALT CO25468710615,298$1.5M0.02%
409CHUBB LIMITEDCB5,039$1.5M0.02%
410ISHARES TR46428986724,491$1.5M0.02%
411OKTA INCOKTA19,491$1.4M0.02%
412ISHARES TR46428985918,338$1.4M0.02%
413MARSH & MCLENNAN COS INC5717481026,453$1.4M0.02%
414SELECT SECTOR SPDR TR81369Y8036,201$1.4M0.02%
415UNITEDHEALTH GROUP INCUNH2,390$1.4M0.02%
416REALTY INCOME CORPO21,873$1.4M0.02%
417SPDR SER TR78468R40853,170$1.4M0.02%
418VANGUARD ADMIRAL FDS INC9219325053,938$1.4M0.02%
419GENERAL DYNAMICS CORPGD4,499$1.4M0.02%
420SALESFORCE INCCRM4,904$1.3M0.02%
421ISHARES TR46434V26637,881$1.3M0.02%
422CONSTELLATION ENERGY CORPCEG5,116$1.3M0.02%
423VANGUARD ADMIRAL FDS INC92193288512,473$1.3M0.02%
424S&P GLOBAL INCSPGI2,490$1.3M0.02%
425HERSHEY COHSY6,624$1.3M0.02%
426VANGUARD WORLD FD92204A7022,151$1.3M0.02%
427ASML HOLDING N VASMLF1,508$1.3M0.02%
428NORFOLK SOUTHN CORP6558441085,011$1.2M0.02%
429NOVO-NORDISK A SNONOF10,452$1.2M0.02%
430ISHARES TR46428718439,150$1.2M0.02%
431GE VERNOVA INCGEV4,818$1.2M0.02%
432ISHARES TR4642871689,054$1.2M0.02%
433VERTEX PHARMACEUTICALS INCVRTX2,628$1.2M0.02%
434ISHARES TR4642874086,122$1.2M0.02%
435EBAY INC.EBAY18,350$1.2M0.02%
436BLACK STONE MINERALS L PBSMLP78,304$1.2M0.02%
437ISHARES TR46428864622,340$1.2M0.01%
438FORTINET INCFTNT15,133$1.2M0.01%
439VERIZON COMMUNICATIONS INCVZ26,046$1.2M0.01%
440MOODYS CORPMCO2,463$1.2M0.01%
441LOCKHEED MARTIN CORPLMT1,947$1.1M0.01%
442ISHARES TR46428827316,790$1.1M0.01%
443SELECT SECTOR SPDR TR81369Y86024,854$1.1M0.01%
444FIDELITY COVINGTON TRUST3160928086,269$1.1M0.01%
445ALPS ETF TR00162Q45222,990$1.1M0.01%
446AT&T INCT-PC49,233$1.1M0.01%
447COCA COLA COKO14,953$1.1M0.01%
448INTEL CORPINTC45,802$1.1M0.01%
449SCHWAB STRATEGIC TR80852450812,832$1.1M0.01%
450AMERIPRISE FINL INC03076C1062,267$1.1M0.01%
451ROBLOX CORPRBLX23,583$1.0M0.01%
452EATON VANCE SR FLTNG RTE TRETN81,775$1.0M0.01%
453ISHARES TR46428827315,326$1.0M0.01%
454TAIWAN SEMICONDUCTOR MFG LTD8740391005,957$1.0M0.01%
455ISHARES TR46435G32614,401$1.0M0.01%
456SPDR DOW JONES INDL AVERAGE78467X1092,396$1.0M0.01%
457BLACKSTONE INCBX6,574$1.0M0.01%
4583M COMMM7,338$1.0M0.01%
459ABRDN PRECIOUS METALS BASKETGLTR8,722$988,1150.01%
460BOEING COBA-PA6,477$984,7870.01%
461SCHWAB STRATEGIC TR8085243009,447$984,2060.01%
462EXELON CORPEXC24,229$982,4800.01%
463ISHARES INC46428651725,525$981,6920.01%
464ISHARES TR46434V62115,609$978,5290.01%
465AMPHENOL CORP NEW03209510115,008$977,9210.01%
466ISHARES TR4642874329,919$973,0990.01%
467ISHARES TR4642876892,975$972,0210.01%
468DOORDASH INCDASH6,792$969,4220.01%
469FIRST SOLAR INCFSLR3,833$956,1040.01%
470ADVANCED MICRO DEVICES INCAMD5,827$956,0940.01%
471VANGUARD INDEX FDS9229085539,779$952,7020.01%
472CONSOLIDATED EDISON INCED9,042$941,5430.01%
473ISHARES TR4642885708,612$936,8990.01%
474BLACKROCK INCBLK985$935,4470.01%
475BATH & BODY WORKS INCBBWI29,175$931,2660.01%
476FIRST TR EXCHANGE-TRADED FD33738R50615,606$924,0310.01%
477AUTOMATIC DATA PROCESSING INADP3,324$919,9880.01%
478VERIZON COMMUNICATIONS INCVZ20,465$919,0770.01%
479AMERIPRISE FINL INC03076C1061,943$912,8410.01%
480VANGUARD WORLD FD9219108407,077$907,8530.01%
481STARBUCKS CORPSBUX9,260$902,7890.01%
482DEERE & CODE2,157$900,0660.01%
483VANGUARD SCOTTSDALE FDS92206C6809,298$897,4430.01%
484EMERSON ELEC COEMR8,193$896,0240.01%
485ISHARES TR4642877215,909$895,9440.01%
486SELECT SECTOR SPDR TR81369Y2095,805$894,1140.01%
487BROADRIDGE FINL SOLUTIONS IN11133T1034,158$894,0950.01%
488BLACKSTONE INCBX5,814$890,3330.01%
489TESLA INCTSLA3,382$884,8330.01%
490SELECT SECTOR SPDR TR81369Y8033,889$877,9890.01%
491ROSS STORES INCROST5,831$877,6490.01%
492BP PLCBPPFF27,907$875,9870.01%
493PHILIP MORRIS INTL INC7181721097,213$875,6610.01%
494HEALTHPEAK PROPERTIES INCDOC38,273$875,3020.01%
495FIRST TR EXCHANGE-TRADED FD33733E2035,067$871,1690.01%
496ILLINOIS TOOL WKS INC4523081093,321$870,4050.01%
497SELECT SECTOR SPDR TR81369Y4074,340$869,6060.01%
498ISHARES TR46428746510,349$865,5170.01%
499SPDR SER TR78468R72118,464$864,6690.01%
500SHERWIN WILLIAMS COSHW2,265$864,4830.01%