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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 Q1 2025 · Filed May 13, 2025 · Accession 0001544576-25-000004

Total Value
$7.93B
Positions
857
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS9229087362,377,779$881.7M11.33%
2VANGUARD INDEX FDS9229087444,244,357$733.2M9.42%
3VANGUARD TAX-MANAGED FDS92194385812,658,156$643.4M8.27%
4ISHARES TR4642872264,489,856$444.1M5.71%
5ISHARES TR4642884142,678,056$282.4M3.63%
6VANGUARD SCOTTSDALE FDS92206C7064,131,576$245.4M3.15%
7SPDR SER TR78464A1446,476,264$188.0M2.42%
8VANGUARD MUN BD FDS9229077463,293,766$163.4M2.10%
9VANGUARD INTL EQUITY INDEX F9220428583,295,325$149.1M1.92%
10ISHARES TR4642885881,111,274$104.2M1.34%
11VANGUARD SCOTTSDALE FDS92206C1021,363,190$80.0M1.03%
12VANGUARD INDEX FDS922908595306,346$77.1M0.99%
13VANGUARD INDEX FDS922908611399,186$74.4M0.96%
14APPLE INCAAPL306,721$68.1M0.88%
15MICROSOFT CORPMSFT175,843$66.0M0.85%
16VANGUARD WORLD FD921910709874,224$62.2M0.80%
17ISHARES TR464287200110,476$62.1M0.80%
18PIMCO ETF TR72201R882864,229$61.9M0.80%
19SPDR S&P 500 ETF TRSPY104,127$58.2M0.75%
20VANGUARD WELLINGTON FD921935805509,809$58.1M0.75%
21APPLE INCAAPL244,898$54.4M0.70%
22JPMORGAN CHASE & CO.VYLD189,715$46.5M0.60%
23VANGUARD SCOTTSDALE FDS92206C706755,118$44.9M0.58%
24APPLE INCAAPL187,200$41.6M0.53%
25JPMORGAN CHASE & CO.VYLD163,060$40.0M0.51%
26MICROSOFT CORPMSFT105,264$39.5M0.51%
27ISHARES TR464287226394,061$39.0M0.50%
28ISHARES TR46428720069,195$38.9M0.50%
29MICROSOFT CORPMSFT103,341$38.8M0.50%
30ISHARES TR46432F339218,086$37.3M0.48%
31VANGUARD TAX-MANAGED FDS921943858730,212$37.1M0.48%
32ABBVIE INCABBV167,899$35.2M0.45%
33VANGUARD INDEX FDS92290836363,991$32.9M0.42%
34SPDR SER TR78464A1441,125,521$32.7M0.42%
35JOHNSON & JOHNSONJNJ182,197$30.2M0.39%
36ISHARES TR464288588304,361$28.5M0.37%
37VISA INCV79,767$28.0M0.36%
38VISA INCV77,915$27.3M0.35%
39VANGUARD INDEX FDS92290876998,773$27.1M0.35%
40MERCK & CO INCMRK301,069$27.0M0.35%
41ISHARES TR46428761473,549$26.6M0.34%
42COSTCO WHSL CORP NEW22160K10526,438$25.0M0.32%
43ISHARES TR464288661195,684$23.1M0.30%
44WALMART INCWMT263,201$23.1M0.30%
45ISHARES TR464287408116,009$22.1M0.28%
46TEXAS PACIFIC LAND CORPORATITPL16,599$22.0M0.28%
47PROCTER AND GAMBLE CO742718109126,627$21.6M0.28%
48NVIDIA CORPORATIONNVDA189,191$20.5M0.26%
49BROADCOM INCAVGO118,751$19.9M0.26%
50BERKSHIRE HATHAWAY INC DELBRK-A36,795$19.6M0.25%
51VANGUARD INDEX FDS92290873652,781$19.6M0.25%
52QUALCOMM INCQCOM126,929$19.5M0.25%
53ISHARES TR464288356341,513$19.2M0.25%
54ABBVIE INCABBV91,601$19.2M0.25%
55VANGUARD WORLD FD921910733195,034$19.1M0.25%
56MCDONALDS CORPMCD61,134$19.1M0.25%
57VANGUARD INDEX FDS92290873651,236$19.0M0.24%
58SPDR S&P 500 ETF TRSPY33,603$18.8M0.24%
59COSTCO WHSL CORP NEW22160K10519,685$18.6M0.24%
60ISHARES TR464288323350,162$18.4M0.24%
61JPMORGAN CHASE & CO.VYLD74,850$18.4M0.24%
62JOHNSON & JOHNSONJNJ109,272$18.1M0.23%
63PEPSICO INCPEP119,392$17.9M0.23%
64BROADCOM INCAVGO104,194$17.4M0.22%
65VANGUARD SPECIALIZED FUNDS92190884489,743$17.4M0.22%
66MERCK & CO INCMRK192,451$17.3M0.22%
67ELI LILLY & COLLY20,584$17.0M0.22%
68HOME DEPOT INCHD45,959$16.8M0.22%
69UNITEDHEALTH GROUP INCUNH31,835$16.7M0.21%
70VANGUARD INDEX FDS92290874496,254$16.6M0.21%
71ABBOTT LABSABLZF124,097$16.5M0.21%
72RTX CORPORATIONRTX121,184$16.1M0.21%
73CATERPILLAR INCCAT48,209$15.9M0.20%
74LINDE PLCLIN33,493$15.6M0.20%
75VANGUARD INDEX FDS92290876955,422$15.2M0.20%
76BERKSHIRE HATHAWAY INC DELBRK-A28,460$15.2M0.19%
77CHEVRON CORP NEWCVX89,380$15.0M0.19%
78FIDELITY COVINGTON TRUST316092600217,700$14.9M0.19%
79HONEYWELL INTL INC43851610669,721$14.8M0.19%
80UNION PAC CORPUNP61,763$14.6M0.19%
81BLACKROCK INCBLK15,293$14.5M0.19%
82TJX COS INC NEW872540109116,314$14.2M0.18%
83ELI LILLY & COLLY17,064$14.1M0.18%
84T-MOBILE US INCTMUSZ52,582$14.0M0.18%
85ISHARES TR464287671109,964$14.0M0.18%
86PROCTER AND GAMBLE CO74271810981,495$13.9M0.18%
87PEPSICO INCPEP92,605$13.9M0.18%
88CITIGROUP INCC-PR195,020$13.8M0.18%
89NEXTERA ENERGY INCNEE-PW193,153$13.7M0.18%
90UNITEDHEALTH GROUP INCUNH25,984$13.6M0.17%
91META PLATFORMS INCMETA23,318$13.4M0.17%
92LEIDOS HOLDINGS INCLDOS98,699$13.3M0.17%
93ASML HOLDING N VASMLF20,097$13.3M0.17%
94ALPHABET INCGOOG83,349$13.0M0.17%
95QUALCOMM INCQCOM84,455$13.0M0.17%
96CATERPILLAR INCCAT39,186$12.9M0.17%
97LINDE PLCLIN27,504$12.8M0.16%
98COLGATE PALMOLIVE COCL135,628$12.7M0.16%
99VANGUARD BD INDEX FDS921937835169,545$12.5M0.16%
100NEXTERA ENERGY INCNEE-PW173,516$12.3M0.16%
101EXXON MOBIL CORPXOM102,818$12.2M0.16%
102AMAZON COM INCAMZN63,493$12.1M0.16%
103LOWES COS INC54866110751,311$12.0M0.15%
104OREILLY AUTOMOTIVE INC67103H1078,350$12.0M0.15%
1053M COMMM80,536$11.8M0.15%
106ABBOTT LABSABLZF89,048$11.8M0.15%
107TJX COS INC NEW87254010996,853$11.8M0.15%
108ISHARES TR464288885117,859$11.8M0.15%
109HOME DEPOT INCHD32,074$11.8M0.15%
110DUKE ENERGY CORP NEWDUKB95,407$11.6M0.15%
111ISHARES TR46428759861,455$11.6M0.15%
112ISHARES TR46429B697123,430$11.6M0.15%
113RTX CORPORATIONRTX86,549$11.5M0.15%
114WALMART INCWMT130,535$11.5M0.15%
115ALPHABET INCGOOG73,356$11.3M0.15%
116SIMON PPTY GROUP INC NEW82880610967,841$11.3M0.14%
117BANCO SANTANDER S.A.BCDRF1,673,250$11.2M0.14%
118ELEVANCE HEALTH INCELV25,690$11.2M0.14%
119REGENERON PHARMACEUTICALSREGN17,587$11.2M0.14%
120DBX ETF TR233051432305,842$11.1M0.14%
121PROCTER AND GAMBLE CO74271810964,605$11.0M0.14%
122MCDONALDS CORPMCD35,091$11.0M0.14%
123HONEYWELL INTL INC43851610650,014$10.6M0.14%
124INVESCO QQQ TRIVZ22,160$10.4M0.13%
125JOHNSON & JOHNSONJNJ62,636$10.4M0.13%
126ISHARES TR464287440108,790$10.4M0.13%
127ISHARES TR46428780498,811$10.3M0.13%
128SCHWAB CHARLES CORPSCHW-PJ131,560$10.3M0.13%
129ISHARES TR464287432112,278$10.2M0.13%
130SPDR SER TR78464A516465,888$10.2M0.13%
131BERKSHIRE HATHAWAY INC DELBRK-A19,014$10.1M0.13%
132ISHARES TR464287507173,332$10.1M0.13%
133VANECK ETF TRUST92189F437337,367$9.7M0.13%
134ALPHABET INCGOOG62,859$9.7M0.12%
135PALO ALTO NETWORKS INCPANW55,933$9.5M0.12%
136CENCORA INCCOR34,106$9.5M0.12%
137SAP SESAPGF35,161$9.4M0.12%
138SCHWAB STRATEGIC TR808524805473,213$9.4M0.12%
139VANGUARD WHITEHALL FDS92194640671,445$9.2M0.12%
140META PLATFORMS INCMETA15,911$9.2M0.12%
141S&P GLOBAL INCSPGI17,935$9.1M0.12%
142ISHARES TR46436E726418,404$9.1M0.12%
143AMAZON COM INCAMZN47,485$9.0M0.12%
144ACCENTURE PLC IRELANDACN28,773$9.0M0.12%
145AUTOMATIC DATA PROCESSING INADP29,193$8.9M0.11%
146LOCKHEED MARTIN CORPLMT19,758$8.8M0.11%
147COLGATE PALMOLIVE COCL93,705$8.8M0.11%
148FIDELITY COVINGTON TRUST31609280854,111$8.7M0.11%
149CHUBB LIMITEDCB28,886$8.7M0.11%
150UNION PAC CORPUNP36,787$8.7M0.11%
151CISCO SYS INCCSCO139,474$8.6M0.11%
152LOCKHEED MARTIN CORPLMT19,087$8.5M0.11%
153HOME DEPOT INCHD22,795$8.4M0.11%
154BERKSHIRE HATHAWAY INC DELBRK-A10$8.0M0.10%
155BLACKROCK INCBLK8,379$7.9M0.10%
156NVIDIA CORPORATIONNVDA73,113$7.9M0.10%
157CHUBB LIMITEDCB26,189$7.9M0.10%
158VANGUARD TAX-MANAGED FDS921943858154,221$7.8M0.10%
159ALPHABET INCGOOG50,593$7.8M0.10%
160ABBVIE INCABBV35,621$7.5M0.10%
161ALPHABET INCGOOG47,699$7.5M0.10%
162KLA CORPKLAC10,930$7.4M0.10%
163TAIWAN SEMICONDUCTOR MFG LTD87403910044,587$7.4M0.10%
164ISHARES TR46434V407173,677$7.4M0.09%
165S&P GLOBAL INCSPGI14,480$7.4M0.09%
166CONSTELLATION BRANDS INCSTZ39,758$7.3M0.09%
167EXXON MOBIL CORPXOM61,238$7.3M0.09%
168UBER TECHNOLOGIES INCUBER98,819$7.2M0.09%
169VANGUARD INDEX FDS92290853829,356$7.2M0.09%
170VANGUARD MUN BD FDS922907746139,206$6.9M0.09%
171INTERNATIONAL BUSINESS MACHSINTR27,457$6.8M0.09%
172VANGUARD WORLD FD921910691107,830$6.8M0.09%
173VANGUARD INDEX FDS92290874439,106$6.8M0.09%
174AMAZON COM INCAMZN35,496$6.8M0.09%
175ELEVANCE HEALTH INCELV15,357$6.7M0.09%
176ISHARES TR46435U853181,275$6.7M0.09%
177ISHARES TR46436E75998,274$6.6M0.09%
178SCHWAB STRATEGIC TR808524409247,748$6.6M0.08%
179INVESCO EXCHANGE TRADED FD TIVZ37,901$6.6M0.08%
180NEXTERA ENERGY INCNEE-PW91,948$6.5M0.08%
181ISHARES TR46428746579,418$6.5M0.08%
182NUSHARES ETF TRNU159,779$6.5M0.08%
183CARNIVAL CORPCUKPF328,603$6.4M0.08%
184ASML HOLDING N VASMLF9,639$6.4M0.08%
185PEPSICO INCPEP41,792$6.3M0.08%
186ISHARES TR46429B655119,755$6.1M0.08%
187BOEING COBA-PA35,841$6.1M0.08%
188CISCO SYS INCCSCO95,890$5.9M0.08%
189VANGUARD INTL EQUITY INDEX F922042858128,999$5.8M0.08%
190VANGUARD INTL EQUITY INDEX F92204274250,130$5.8M0.07%
191CHIPOTLE MEXICAN GRILL INCCMG115,634$5.8M0.07%
192VANGUARD INTL EQUITY INDEX F922042858127,928$5.8M0.07%
193AGNICO EAGLE MINES LTDAEM52,935$5.7M0.07%
194MASTERCARD INCORPORATEDMA10,409$5.7M0.07%
195MEDTRONIC PLCMDT63,256$5.7M0.07%
196ACCENTURE PLC IRELANDACN17,540$5.5M0.07%
197NIKE INCNKE85,960$5.5M0.07%
198EXXON MOBIL CORPXOM44,635$5.3M0.07%
199VANGUARD INDEX FDS92290859521,041$5.3M0.07%
200VANGUARD INDEX FDS92290861128,377$5.3M0.07%
201AMGEN INCAMGN16,919$5.3M0.07%
202PNC FINL SVCS GROUP INC69347510529,418$5.2M0.07%
203ORACLE CORPORCL-PD36,603$5.1M0.07%
204VANGUARD SCOTTSDALE FDS92206C10287,091$5.1M0.07%
205INVESCO EXCH TRADED FD TR IIIVZ82,565$5.1M0.07%
206ABBOTT LABSABLZF38,148$5.1M0.07%
207MCDONALDS CORPMCD16,156$5.0M0.06%
208INVESCO EXCH TRADED FD TR IIIVZ108,521$5.0M0.06%
209ISHARES TR46436E767105,502$4.9M0.06%
210AIRBNB INCABNB41,072$4.9M0.06%
211ISHARES TR464287234112,247$4.9M0.06%
212VANGUARD SCOTTSDALE FDS92206C64936,793$4.9M0.06%
213MERCK & CO INCMRK54,464$4.9M0.06%
214BROADCOM INCAVGO28,819$4.8M0.06%
215SCHWAB CHARLES CORPSCHW-PJ61,484$4.8M0.06%
216COCA-COLA EUROPACIFIC PARTNECCEP53,905$4.7M0.06%
217ELI LILLY & COLLY5,654$4.7M0.06%
218ISHARES TR46428761412,865$4.6M0.06%
219AVALONBAY CMNTYS INCAWX21,617$4.6M0.06%
220WORKDAY INCWDAY19,687$4.6M0.06%
221AIR PRODS & CHEMS INCAIIR15,553$4.6M0.06%
222ICICI BANK LIMITEDIBN144,701$4.6M0.06%
223ISHARES INC46428653377,841$4.5M0.06%
224ISHARES TR46428887777,016$4.5M0.06%
225ISHARES TR46432F84259,879$4.5M0.06%
226VANGUARD INDEX FDS92290875120,384$4.5M0.06%
227ISHARES TR46428754949,821$4.5M0.06%
228SCHWAB STRATEGIC TR808524706162,774$4.5M0.06%
229ISHARES TR46429B68957,459$4.5M0.06%
230WALMART INCWMT50,866$4.5M0.06%
231ORACLE CORPORCL-PD31,681$4.4M0.06%
232ISHARES TR46432F84258,109$4.4M0.06%
233CITIGROUP INCC-PR60,773$4.3M0.06%
234VANGUARD ADMIRAL FDS INC92193286941,565$4.3M0.06%
235VANGUARD INDEX FDS92290862916,557$4.3M0.06%
236PFIZER INCPFE159,034$4.0M0.05%
237VANGUARD STAR FDS92190976864,500$4.0M0.05%
238VANGUARD INDEX FDS92290875117,852$4.0M0.05%
239TIDAL TRUST III74741A106229,158$3.9M0.05%
240UNION PAC CORPUNP16,579$3.9M0.05%
241TJX COS INC NEW87254010932,121$3.9M0.05%
242ISHARES TR46428724235,721$3.9M0.05%
243COCA COLA COKO54,066$3.9M0.05%
244CANADIAN NATL RY CO13637510239,214$3.8M0.05%
245CHUBB LIMITEDCB12,650$3.8M0.05%
246CHEVRON CORP NEWCVX22,751$3.8M0.05%
247ISHARES TR46436E312151,247$3.8M0.05%
248VISA INCV10,772$3.8M0.05%
249ISHARES TR46428749944,340$3.8M0.05%
250TESLA INCTSLA14,542$3.8M0.05%
251ISHARES TR464288687122,061$3.8M0.05%
252CISCO SYS INCCSCO60,317$3.7M0.05%
253GE AEROSPACE36960430118,529$3.7M0.05%
254INTERNATIONAL BUSINESS MACHSINTR14,857$3.7M0.05%
255VANGUARD SCOTTSDALE FDS92206C57347,376$3.6M0.05%
256AMERICAN EXPRESS COAXP13,473$3.6M0.05%
257LOWES COS INC54866110715,529$3.6M0.05%
258BANK AMERICA CORP06050510485,080$3.6M0.05%
259ASTRAZENECA PLCAZN48,184$3.5M0.05%
260MATTHEWS INTL FDS577130628145,890$3.5M0.05%
261ISHARES TR46428747327,775$3.5M0.04%
262SCHWAB STRATEGIC TR808524649137,197$3.5M0.04%
263COCA COLA COKO48,425$3.5M0.04%
264RIO TINTO PLCRTNTF57,389$3.4M0.04%
265VANGUARD ADMIRAL FDS INC92193279431,335$3.3M0.04%
2663M COMMM22,766$3.3M0.04%
267ISHARES TR46428749938,922$3.3M0.04%
268CVS HEALTH CORPCVS48,173$3.3M0.04%
269AMERICAN EXPRESS COAXP12,098$3.3M0.04%
270GILEAD SCIENCES INCGILD28,904$3.2M0.04%
271SERVICENOW INCNOW4,053$3.2M0.04%
272SPDR INDEX SHS FDS78463X88988,566$3.2M0.04%
273ISHARES TR46428722632,446$3.2M0.04%
274VANGUARD INDEX FDS9229083636,213$3.2M0.04%
275SCHWAB STRATEGIC TR808524607135,718$3.2M0.04%
276ISHARES TR46428763021,053$3.2M0.04%
277NETFLIX INCNFLX3,377$3.1M0.04%
278CHEVRON CORP NEWCVX18,791$3.1M0.04%
279VANGUARD WORLD FD92204A50411,704$3.1M0.04%
280DEERE & CODE6,572$3.1M0.04%
281ONEOK INC NEWOKE30,561$3.0M0.04%
282ALIBABA GROUP HLDG LTDBBAAY22,922$3.0M0.04%
283AKAMAI TECHNOLOGIES INCAKAM37,374$3.0M0.04%
284NOVO-NORDISK A SNONOF43,126$3.0M0.04%
285INTUITIVE SURGICAL INCISRG6,008$3.0M0.04%
286SCHWAB STRATEGIC TR808524300118,731$3.0M0.04%
287FEDEX CORPFDX12,185$3.0M0.04%
288NIKE INCNKE46,723$3.0M0.04%
289VANGUARD SCOTTSDALE FDS92206C62315,790$2.9M0.04%
290NOVO-NORDISK A SNONOF42,089$2.9M0.04%
291GOLDMAN SACHS GROUP INCGSCE5,345$2.9M0.04%
292NVIDIA CORPORATIONNVDA26,926$2.9M0.04%
293HONEYWELL INTL INC43851610613,622$2.9M0.04%
294META PLATFORMS INCMETA4,997$2.9M0.04%
295ISHARES INC46428658237,200$2.9M0.04%
296GOLDMAN SACHS GROUP INCGSCE5,220$2.9M0.04%
297LAM RESEARCH CORPLRCX39,211$2.9M0.04%
298VANGUARD ADMIRAL FDS INC92193270315,392$2.8M0.04%
299SCHWAB STRATEGIC TR808524201126,879$2.8M0.04%
300AMGEN INCAMGN8,920$2.8M0.04%
301AMGEN INCAMGN8,770$2.7M0.04%
302CATERPILLAR INCCAT8,204$2.7M0.03%
303KLA CORPKLAC3,979$2.7M0.03%
304BOEING COBA-PA15,475$2.6M0.03%
305ISHARES INC46428652522,644$2.6M0.03%
306SERVICENOW INCNOW3,219$2.6M0.03%
307EMERSON ELEC COEMR23,360$2.6M0.03%
308ISHARES TR46428724223,138$2.5M0.03%
309AVALO THERAPEUTICS INCAVTX312,779$2.5M0.03%
310ISHARES TR46428824044,967$2.5M0.03%
311AT&T INCT-PC87,759$2.5M0.03%
312ISHARES TR46428770520,131$2.4M0.03%
313PURE STORAGE INC74624M10254,034$2.4M0.03%
314PFIZER INCPFE94,200$2.4M0.03%
315STRYKER CORPORATIONSYK6,408$2.4M0.03%
316SPDR INDEX SHS FDS78463X88965,438$2.4M0.03%
317VANGUARD INTL EQUITY INDEX F92204271820,482$2.4M0.03%
318ROPER TECHNOLOGIES INCROP4,015$2.4M0.03%
319SCHWAB STRATEGIC TR808524102109,572$2.4M0.03%
320ISHARES TR46428876015,294$2.3M0.03%
321ISHARES TR4642876227,571$2.3M0.03%
322NUSHARES ETF TRNU60,430$2.3M0.03%
323T ROWE PRICE ETF INC87283Q40456,898$2.3M0.03%
324OKTA INCOKTA21,819$2.3M0.03%
325COSTCO WHSL CORP NEW22160K1052,419$2.3M0.03%
326ISHARES TR46428828124,890$2.3M0.03%
327CINTAS CORPCTAS10,848$2.2M0.03%
328INTUITINTU3,616$2.2M0.03%
329INTERCONTINENTAL EXCHANGE IN45866F10412,847$2.2M0.03%
330TEXAS INSTRS INC88250810412,277$2.2M0.03%
331IDEXX LABS INC45168D1045,222$2.2M0.03%
332VERIZON COMMUNICATIONS INCVZ48,260$2.2M0.03%
333VANGUARD WHITEHALL FDS92194640616,951$2.2M0.03%
334ISHARES TR46428750736,535$2.1M0.03%
335KIMBERLY-CLARK CORPKMB14,932$2.1M0.03%
336ISHARES TR46428711926,186$2.1M0.03%
337ISHARES TR46436E74255,453$2.1M0.03%
338VANGUARD SPECIALIZED FUNDS92190884410,919$2.1M0.03%
339BRISTOL-MYERS SQUIBB COCELG-RI33,971$2.1M0.03%
340QUALCOMM INCQCOM13,484$2.1M0.03%
341ISHARES TR46428986735,883$2.1M0.03%
342ILLINOIS TOOL WKS INC4523081098,280$2.1M0.03%
343LOWES COS INC5486611078,785$2.0M0.03%
344ENTERPRISE PRODS PARTNERS L29379210759,541$2.0M0.03%
345ISHARES TR46428780419,405$2.0M0.03%
346APPLOVIN CORPAPP7,647$2.0M0.03%
347BROADRIDGE FINL SOLUTIONS IN11133T1038,354$2.0M0.03%
348SPDR SER TR78468R66321,935$2.0M0.03%
349EATON CORP PLCETN7,384$2.0M0.03%
350SPOTIFY TECHNOLOGY S ASPOT3,569$2.0M0.03%
351VANGUARD SCOTTSDALE FDS92206C40924,667$1.9M0.03%
352VANGUARD INTL EQUITY INDEX F92204277532,097$1.9M0.03%
353INTEL CORPINTC85,008$1.9M0.02%
354MASTERCARD INCORPORATEDMA3,491$1.9M0.02%
355SPDR GOLD TRGLD6,636$1.9M0.02%
356RTX CORPORATIONRTX14,397$1.9M0.02%
357ISHARES TR46428759810,032$1.9M0.02%
358ISHARES TR46428760622,519$1.9M0.02%
359VANGUARD WHITEHALL FDS92194681022,541$1.9M0.02%
360BANK AMERICA CORP06050510444,625$1.9M0.02%
361TERADYNE INCTER22,491$1.9M0.02%
362ISHARES TR46428748115,720$1.8M0.02%
363ISHARES INC46428651749,303$1.8M0.02%
364VANGUARD INTL EQUITY INDEX F92204271815,452$1.8M0.02%
365WORLD GOLD TRGLDW28,832$1.8M0.02%
366CROWDSTRIKE HLDGS INCCRWD5,035$1.8M0.02%
367NASDAQ INCNDAQ22,659$1.7M0.02%
368BECTON DICKINSON & COBDX7,502$1.7M0.02%
369AUTOZONE INCAZO449$1.7M0.02%
370ISHARES TR46428766318,549$1.7M0.02%
371ISHARES TR46432F84222,587$1.7M0.02%
372SPDR S&P MIDCAP 400 ETF TRMDY3,169$1.7M0.02%
373ISHARES TR46428825714,410$1.7M0.02%
374NORTHERN TR CORPNTRSO16,963$1.7M0.02%
375ISHARES INC46428625136,908$1.7M0.02%
376VANGUARD INTL EQUITY INDEX F92204277527,384$1.7M0.02%
377LINDE PLCLIN3,566$1.7M0.02%
378COLGATE PALMOLIVE COCL17,513$1.6M0.02%
379BECTON DICKINSON & COBDX6,981$1.6M0.02%
380ALPHABET INCGOOG10,236$1.6M0.02%
381MARSH & MCLENNAN COS INC5717481026,486$1.6M0.02%
382KRAFT HEINZ COKHC51,663$1.6M0.02%
383VANGUARD INDEX FDS9229085956,211$1.6M0.02%
384GE VERNOVA INCGEV5,099$1.6M0.02%
385AUTOMATIC DATA PROCESSING INADP4,994$1.5M0.02%
386SHENANDOAH TELECOMMUNICATIONSHEN119,465$1.5M0.02%
387ACCENTURE PLC IRELANDACN4,760$1.5M0.02%
388ISHARES TR46428986725,545$1.5M0.02%
389FORTINET INCFTNT15,126$1.5M0.02%
390FORD MTR CO345370860144,463$1.4M0.02%
391STARBUCKS CORPSBUX14,764$1.4M0.02%
392ISHARES TR4642876224,698$1.4M0.02%
393FIDELITY COVINGTON TRUST31609260021,057$1.4M0.02%
394GENERAL MLS INC37033410423,589$1.4M0.02%
395ISHARES TR46428985918,416$1.4M0.02%
396FIDELITY MERRIMACK STR TR31618830930,506$1.4M0.02%
397VANGUARD SCOTTSDALE FDS92206C77130,001$1.4M0.02%
398THERMO FISHER SCIENTIFIC INCTMO2,792$1.4M0.02%
399BRISTOL-MYERS SQUIBB COCELG-RI22,736$1.4M0.02%
400DISNEY WALT CO25468710614,041$1.4M0.02%
401SELECT SECTOR SPDR TR81369Y8036,639$1.4M0.02%
402ISHARES TR46428730914,694$1.4M0.02%
403VANGUARD WORLD FD92204A7022,509$1.4M0.02%
404ISHARES GOLD TRIAU22,836$1.3M0.02%
405DISNEY WALT CO25468710613,638$1.3M0.02%
406DANAHER CORPORATION2358511026,445$1.3M0.02%
407VANGUARD ADMIRAL FDS INC9219325053,938$1.3M0.02%
408ISHARES TR46435G32618,526$1.3M0.02%
409SALESFORCE INCCRM4,752$1.3M0.02%
410DATADOG INCDDOG12,762$1.3M0.02%
411GENERAL DYNAMICS CORPGD4,551$1.2M0.02%
412VANGUARD WORLD FD9219108163,961$1.2M0.02%
413ISHARES TR46428827319,258$1.2M0.02%
414ISHARES INC46434G10322,586$1.2M0.02%
415S&P GLOBAL INCSPGI2,398$1.2M0.02%
416VANGUARD ADMIRAL FDS INC92193288512,252$1.2M0.02%
417UNITEDHEALTH GROUP INCUNH2,303$1.2M0.02%
418VERTEX PHARMACEUTICALS INCVRTX2,485$1.2M0.02%
419COMCAST CORP NEWCCZ32,392$1.2M0.02%
420PAYPAL HLDGS INCPYPL18,269$1.2M0.02%
421PROGRESSIVE CORP7433151034,166$1.2M0.02%
422DIAGEO PLCDGEAF11,193$1.2M0.02%
423ADOBE INCADBE3,054$1.2M0.02%
424AT&T INCT-PC41,324$1.2M0.02%
425AMERIPRISE FINL INC03076C1062,401$1.2M0.01%
426GE VERNOVA INCGEV3,798$1.2M0.01%
4273M COMMM7,853$1.2M0.01%
428FREEPORT-MCMORAN INCFCX30,430$1.2M0.01%
429UNITED PARCEL SERVICE INCUPS10,425$1.1M0.01%
430SPDR SER TR78468R40845,570$1.1M0.01%
431VANGUARD WORLD FD9219108408,813$1.1M0.01%
432HERSHEY COHSY6,627$1.1M0.01%
433NORFOLK SOUTHN CORP6558441084,763$1.1M0.01%
434ISHARES TR4642874085,902$1.1M0.01%
435ISHARES TR46428717610,098$1.1M0.01%
436ISHARES TR4642871014,132$1.1M0.01%
437VANGUARD SCOTTSDALE FDS92206C66413,693$1.1M0.01%
438PHILIP MORRIS INTL INC7181721096,911$1.1M0.01%
439VERIZON COMMUNICATIONS INCVZ24,171$1.1M0.01%
440ISHARES TR4642876143,033$1.1M0.01%
441VANGUARD INDEX FDS9229086374,234$1.1M0.01%
442FIDELITY MERRIMACK STR TR31618830923,827$1.1M0.01%
443ISHARES TR4642875568,502$1.1M0.01%
444BLACKROCK INCBLK1,141$1.1M0.01%
445LOCKHEED MARTIN CORPLMT2,385$1.1M0.01%
446MOODYS CORPMCO2,240$1.0M0.01%
447VANGUARD WORLD FD92204A7021,904$1.0M0.01%
448INVESCO EXCHANGE TRADED FD TIVZ16,408$1.0M0.01%
449REALTY INCOME CORPO17,712$1.0M0.01%
450EBAY INC.EBAY15,139$1.0M0.01%
451FIDELITY COVINGTON TRUST3160928086,269$1.0M0.01%
452ISHARES TR46434V26629,871$1.0M0.01%
453ISHARES TR46428718427,950$1.0M0.01%
454TAIWAN SEMICONDUCTOR MFG LTD8740391005,971$991,2180.01%
455AMPHENOL CORP NEW03209510115,062$987,9170.01%
456PALO ALTO NETWORKS INCPANW5,779$986,1290.01%
457ISHARES INC46428650924,155$984,3160.01%
458SCHWAB STRATEGIC TR80852450837,383$979,4230.01%
459SALESFORCE INCCRM3,623$972,2970.01%
460ISHARES TR46428827315,289$971,3250.01%
461DEERE & CODE2,058$965,9220.01%
462ABRDN PRECIOUS METALS BASKETGLTR7,413$959,7610.01%
463ISHARES TR46428743210,540$959,4560.01%
464SELECT SECTOR SPDR TR81369Y8034,628$955,5330.01%
465VANGUARD INDEX FDS9229086115,115$952,8010.01%
466ALPS ETF TR00162Q45218,311$951,0730.01%
467HENRY JACK & ASSOC INC4262811015,183$946,4160.01%
468ISHARES TR4642876892,975$944,9780.01%
469SELECT SECTOR SPDR TR81369Y4074,776$943,0690.01%
470AMERIPRISE FINL INC03076C1061,943$940,6260.01%
471BOEING COBA-PA5,511$939,9270.01%
472VANGUARD SCOTTSDALE FDS92206C68010,071$934,4880.01%
473ISHARES TR4642876717,341$932,8940.01%
474SELECT SECTOR SPDR TR81369Y2096,259$913,9030.01%
475FIRST TR EXCHANGE TRADED FD33738R50615,606$913,5750.01%
476ISHARES TR46434V62114,784$913,3570.01%
477VANGUARD INDEX FDS9229086293,524$911,3100.01%
478ISHARES TR4642885708,802$901,4130.01%
479BLACK STONE MINERALS L PBSMLP58,873$898,9950.01%
480SCHWAB STRATEGIC TR80852440933,669$894,9090.01%
481ISHARES TR4642875984,718$887,7990.01%
482BLACKSTONE INCBX6,322$883,6890.01%
483ANALOG DEVICES INCADI4,373$881,9700.01%
484CLEVELAND-CLIFFS INC NEWCLF106,289$873,6960.01%
485VANGUARD INDEX FDS9229085539,650$873,6670.01%
486FIRST TR EXCHANGE-TRADED FD33733E2035,067$861,9730.01%
487BAKER HUGHES COMPANYBKR19,502$857,0980.01%
488WATSCO INCWSO-B1,679$853,4360.01%
489SCHWAB STRATEGIC TR80852479730,489$852,4660.01%
490SHERWIN WILLIAMS COSHW2,441$852,3730.01%
491VANGUARD BD INDEX FDS92193781911,044$845,6500.01%
492ADOBE INCADBE2,204$845,4880.01%
493EMERSON ELEC COEMR7,699$844,1370.01%
494ISHARES TR4642871686,257$840,2620.01%
495BP PLCBPPFF24,840$839,3460.01%
496TAIWAN SEMICONDUCTOR MFG LTD8740391005,014$832,4030.01%
497SPDR SER TR78468R72118,464$832,1720.01%
498ISHARES TR4642877215,909$829,8800.01%
499KROGER COKR12,195$825,4730.01%
500WILLIAMS COS INC96945710013,688$817,9980.01%