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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

Tortoise Investment Management, LLC

Quarter ended Q4 2024 · Filed February 7, 2025 · Accession 0001580642-25-000894

Total Value
$947.2M
Positions
873
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200149,970$88.3M9.35%
2ISHARES TR46429B747462,653$46.5M4.93%
3AMERICAN CENTY ETF TR025072885300,480$29.1M3.08%
4ISHARES TR46436E718280,459$28.1M2.98%
5VANGUARD SCOTTSDALE FDS92206C847452,913$25.1M2.66%
6ISHARES TR464287150136,174$17.5M1.86%
7APPLE INCAAPL68,454$17.1M1.82%
8ISHARES INC46434G103328,113$17.1M1.81%
9BLACKROCK MUN TARGET TERM TRBLK798,802$16.4M1.74%
10ISHARES TR46429B366344,554$16.3M1.72%
11DIMENSIONAL ETF TRUST25434V104399,416$16.2M1.71%
12ISHARES TR46428762249,626$16.0M1.69%
13NUVEEN MUN VALUE FD INCNU1,838,060$15.8M1.67%
14SIMPLIFY EXCHANGE TRADED FUN82889N525301,475$15.0M1.59%
15SCHWAB STRATEGIC TR808524201640,207$14.8M1.57%
16SPDR S&P 500 ETF TRSPY24,991$14.6M1.55%
17DOUBLELINE ETF TRUST25861R402291,761$14.0M1.49%
18NUVEEN AMT-FREE MUN VALUE FDNU984,288$13.4M1.42%
19VANGUARD INDEX FDS92290874476,219$12.9M1.37%
20ISHARES TR464287663137,524$12.7M1.35%
21ISHARES TR46432F842172,526$12.1M1.28%
22SCHWAB STRATEGIC TR808524870466,982$12.1M1.28%
23ANGEL OAK FUNDS TRUST03463K760570,304$11.7M1.24%
24WISDOMTREE TRWT239,577$11.7M1.24%
25SPDR INDEX SHS FDS78463X509302,406$11.6M1.23%
26SCHWAB STRATEGIC TR808524888321,280$11.0M1.17%
27SCHWAB STRATEGIC TR808524847516,416$10.9M1.15%
28ISHARES TR46428780494,334$10.9M1.15%
29VANGUARD INDEX FDS92290876937,468$10.9M1.15%
30ISHARES TR464288588116,649$10.7M1.13%
31EA SERIES TRUST02072L56595,866$10.6M1.12%
32BERKSHIRE HATHAWAY INC DELBRK-A18,523$8.4M0.89%
33VANGUARD TAX-MANAGED FDS921943858172,553$8.3M0.87%
34NUVEEN N Y MUN VALUE FDNU1,015,670$8.2M0.87%
35VANGUARD INTL EQUITY INDEX F922042858183,922$8.1M0.86%
36PROGRESSIVE CORP74331510332,622$7.8M0.83%
37JANUS DETROIT STR TR47103U845149,928$7.6M0.81%
38DIMENSIONAL ETF TRUST25434V708219,055$7.6M0.80%
39SPDR INDEX SHS FDS78463X889220,812$7.5M0.80%
40DIMENSIONAL ETF TRUST25434V203243,345$7.1M0.75%
41VANGUARD INDEX FDS92290863725,842$7.0M0.74%
42SPDR SER TR78468R853154,971$7.0M0.74%
43DIMENSIONAL ETF TRUST25434V864144,952$6.8M0.72%
44AMERICAN CENTY ETF TR02507287769,724$6.7M0.71%
45INVESCO EXCH TRADED FD TR IIIVZ254,903$6.7M0.71%
46NUVEEN SELECT MAT MUN FDNU751,335$6.5M0.69%
47DIMENSIONAL ETF TRUST25434V302250,818$6.4M0.67%
48SPDR SER TR78464A85487,880$6.1M0.64%
49ISHARES TR46428740831,706$6.1M0.64%
50VANGUARD SCOTTSDALE FDS92206C102102,446$6.0M0.63%
51AMERICAN CENTY ETF TR02507260498,964$5.8M0.62%
52DIMENSIONAL ETF TRUST25434V807162,918$5.8M0.61%
53VANECK ETF TRUST92189F536311,180$5.6M0.59%
54DIMENSIONAL ETF TRUST25434V815168,822$5.2M0.55%
55SCHWAB STRATEGIC TR808524607200,354$5.2M0.55%
56J P MORGAN EXCHANGE TRADED F46641Q65498,950$5.0M0.53%
57ISHARES TR46436E338204,788$4.8M0.51%
58SPDR DOW JONES INDL AVERAGE78467X10911,132$4.7M0.50%
59DIMENSIONAL ETF TRUST25434V40171,121$4.5M0.48%
60VANGUARD INDEX FDS92290861121,989$4.4M0.46%
61AMERICAN CENTY ETF TR02507236483,632$4.3M0.46%
62MICROSOFT CORPMSFT10,293$4.3M0.46%
63VANGUARD INTL EQUITY INDEX F92204271837,746$4.3M0.46%
64ISHARES TR46432F83456,986$3.8M0.40%
65SCHWAB STRATEGIC TR808524102165,378$3.8M0.40%
66SPDR INDEX SHS FDS78463X75663,213$3.7M0.39%
67SCHWAB STRATEGIC TR808524862153,766$3.7M0.39%
68VANGUARD MUN BD FDS92290774671,027$3.6M0.38%
69DIMENSIONAL ETF TRUST25434V740135,340$3.5M0.38%
70DIMENSIONAL ETF TRUST25434V83199,081$3.3M0.35%
71SPDR SER TR78464A30037,534$3.3M0.35%
72INVESCO EXCH TRADED FD TR IIIVZ130,681$3.1M0.33%
73ISHARES TR46428787927,606$3.0M0.32%
74AMERICAN CENTY ETF TR02507237263,346$2.9M0.31%
75VANGUARD INDEX FDS92290875111,798$2.8M0.30%
76SCHWAB STRATEGIC TR808524805151,520$2.8M0.30%
77VANGUARD INTL EQUITY INDEX F92204277545,563$2.6M0.28%
78AMERICAN CENTY ETF TR02507280236,741$2.4M0.25%
79VANGUARD INDEX FDS9229083634,370$2.4M0.25%
80ISHARES TR4642871017,626$2.2M0.23%
81DIMENSIONAL ETF TRUST25434V76586,715$2.2M0.23%
82SCHWAB STRATEGIC TR80852470679,103$2.1M0.22%
83JPMORGAN CHASE & CO.VYLD8,598$2.1M0.22%
84DIMENSIONAL ETF TRUST25434V50029,252$1.9M0.20%
85AMERICAN CENTY ETF TR02507270330,433$1.9M0.20%
86INVESCO EXCH TRADED FD TR IIIVZ79,333$1.8M0.19%
87SCHWAB STRATEGIC TR80852440966,904$1.7M0.18%
88ISHARES TR46428743219,575$1.7M0.18%
89ISHARES TR46428841415,523$1.7M0.18%
90VANGUARD SCOTTSDALE FDS92206C40921,072$1.6M0.17%
91ISHARES TR46432F3398,679$1.5M0.16%
92AMERICAN CENTY ETF TR02507234923,100$1.5M0.16%
93INVESCO QQQ TRIVZ2,883$1.5M0.16%
94ELI LILLY & COLLY1,883$1.5M0.15%
95COSTCO WHSL CORP NEW22160K1051,577$1.4M0.15%
96HOME DEPOT INCHD3,697$1.4M0.15%
97FIDELITY COVINGTON TRUST31609285752,474$1.4M0.15%
98ISHARES TR46428750721,485$1.3M0.14%
99VANGUARD WORLD FD92191073312,622$1.3M0.14%
100ISHARES TR4642876555,898$1.3M0.14%
101VANGUARD INTL EQUITY INDEX F92204274210,818$1.3M0.13%
102VANGUARD INDEX FDS92290855314,225$1.3M0.13%
103ISHARES TR46428746516,571$1.3M0.13%
104AMERICAN CENTY ETF TR02507232321,736$1.2M0.13%
105ISHARES TR4642876142,928$1.2M0.12%
106SPDR SER TR78464A28445,782$1.2M0.12%
107NVIDIA CORPORATIONNVDA8,675$1.2M0.12%
108ALPHABET INCGOOG6,147$1.2M0.12%
109VANGUARD SCOTTSDALE FDS92206C77125,460$1.2M0.12%
110AMAZON COM INCAMZN5,106$1.1M0.12%
111SPDR SER TR78464A66442,085$1.1M0.12%
112SPDR SER TR78468R72124,089$1.1M0.12%
113NUVEEN QUALITY MUNCP INCOMENU93,347$1.1M0.12%
114ISHARES TR46428827317,518$1.1M0.11%
115VANECK ETF TRUST92189H40920,180$1.0M0.11%
116NUVEEN AMT FREE QLTY MUN INCNU91,065$1.0M0.11%
117ISHARES TR46428723422,818$954,2490.10%
118ISHARES INC46428653316,255$942,6270.10%
119WISDOMTREE TRWT14,469$910,8240.10%
120DIMENSIONAL ETF TRUST25434V75735,517$878,6910.09%
121SCHWAB STRATEGIC TR80852485435,116$852,9640.09%
122VANGUARD STAR FDS92190976814,272$841,0300.09%
123ISHARES TR4642886797,620$839,0380.09%
124DIMENSIONAL ETF TRUST25434V78131,156$827,8150.09%
125ALPHABET INCGOOG4,319$822,5100.09%
126DIMENSIONAL ETF TRUST25434V88032,708$813,1210.09%
127SELECT SECTOR SPDR TR81369Y8033,348$778,4900.08%
128GOLDMAN SACHS GROUP INCGSCE1,355$775,9000.08%
129META PLATFORMS INCMETA1,303$762,9270.08%
130DIMENSIONAL ETF TRUST25434V85618,643$754,8510.08%
131WESTERN ASSET MUN HIGH INCOM95766N103106,408$723,5740.08%
132BROADCOM INCAVGO3,075$712,8820.08%
133INVESCO EXCHANGE TRADED FD TIVZ10,351$693,8280.07%
134NUVEEN N Y SELECT TAX FREE INU58,918$668,7140.07%
135PROCTER AND GAMBLE CO7427181093,974$666,1840.07%
136UNION PAC CORPUNP2,885$657,8950.07%
137PEPSICO INCPEP4,307$654,8730.07%
138DIMENSIONAL ETF TRUST25434V73224,093$631,0040.07%
139INTERNATIONAL BUSINESS MACHSINTR2,712$596,0760.06%
140ISHARES TR4642873095,710$579,7660.06%
141BATH & BODY WORKS INCBBWI14,744$571,6250.06%
142HEICO CORP NEWHEI-A3,006$559,2920.06%
143DNP SELECT INCOME FD INC23325P10461,439$541,8940.06%
144CISCO SYS INCCSCO9,035$534,8550.06%
145GLOBAL X FDS37954Y71516,503$527,2710.06%
146TESLA INCTSLA1,294$522,5690.06%
147BLACKROCK MUNIYIELD N Y QUALBLK51,625$520,3800.06%
148COLGATE PALMOLIVE COCL5,418$492,5410.05%
149J P MORGAN EXCHANGE TRADED F46641Q27410,485$488,9160.05%
150JOHNSON & JOHNSONJNJ3,266$472,3290.05%
151ISHARES TR4642888693,508$457,3730.05%
152EXXON MOBIL CORPXOM4,214$453,2530.05%
153CHEVRON CORP NEWCVX3,101$449,1630.05%
154EMERSON ELEC COEMR3,616$448,0720.05%
155VANECK ETF TRUST92189F38719,665$442,0690.05%
156PALANTIR TECHNOLOGIES INCPLTR5,707$431,6200.05%
157TAIWAN SEMICONDUCTOR MFG LTD8740391002,169$428,3560.05%
158STRYKER CORPORATIONSYK1,184$426,1610.05%
159VANGUARD BD INDEX FDS9219378275,459$421,8220.04%
160DIMENSIONAL ETF TRUST25434V71611,000$416,9000.04%
161SPDR INDEX SHS FDS78470E20512,631$407,9750.04%
162ISHARES TR4642875982,197$406,7310.04%
163PARKER-HANNIFIN CORPPH627$398,9160.04%
164ISHARES TR46436E7677,942$394,8760.04%
165ACCENTURE PLC IRELANDACN1,116$392,5980.04%
166AMERICAN EXPRESS COAXP1,277$379,0010.04%
167ISHARES TR4642881744,857$370,7830.04%
168MERCK & CO INCMRK3,681$366,2280.04%
169ZEBRA TECHNOLOGIES CORPORATIZBRA943$364,2050.04%
170MCDONALDS CORPMCD1,246$361,2720.04%
171SSGA ACTIVE ETF TR78467V6088,505$354,9140.04%
172DIMENSIONAL ETF TRUST25434V66611,787$353,9640.04%
173WESTERN AST INFL LKD OPP & I95766R10442,420$350,8130.04%
174VISA INCV1,099$347,3280.04%
175CATERPILLAR INCCAT932$338,1150.04%
176AMERICAN CENTY ETF TR0250722996,070$337,9780.04%
177LIGHTBRIDGE CORPLTBR70,296$332,5000.04%
178UNITEDHEALTH GROUP INCUNH657$332,3500.04%
179WESTERN ASSET INTER MUNI FD95843510942,295$327,3630.03%
180VANGUARD WORLD FD9219107255,676$321,8290.03%
181DIMENSIONAL ETF TRUST25434V77313,037$320,1240.03%
182PRICE T ROWE GROUP INCTROW2,819$318,8010.03%
183AMERICAN CENTY ETF TR0250722814,730$312,7560.03%
184PIMCO ETF TR72201R3045,903$307,3720.03%
185ISHARES TR4642875493,010$307,2910.03%
186KINDER MORGAN INC DELEP-PC11,156$305,6710.03%
187VANGUARD SPECIALIZED FUNDS9219088441,554$304,3200.03%
188INVESCO EXCHANGE TRADED FD TIVZ1,700$297,8910.03%
189MUELLER INDS INC6247561023,638$288,7120.03%
190NUVEEN CALIFORNIA MUNI VLU FNU34,063$287,8340.03%
191NUSHARES ETF TRNU7,215$284,0550.03%
192DIMENSIONAL ETF TRUST25434V82312,007$279,4030.03%
193ISHARES INC46434G8638,349$278,7730.03%
194ISHARES TR4642882405,220$272,2750.03%
195VANGUARD SCOTTSDALE FDS92206C7064,477$259,6440.03%
196BLACKROCK MUNIHLDNGS CALI QLBLK24,311$258,4260.03%
197AMERIPRISE FINL INC03076C106475$252,9860.03%
198SELECT SECTOR SPDR TR81369Y6055,135$248,1740.03%
199ABBOTT LABSABLZF2,167$245,1090.03%
200METTLER TOLEDO INTERNATIONALMTD200$244,7360.03%
201NUVEEN CA QUALTY MUN INCOMENU21,228$239,6640.03%
202ORACLE CORPORCL-PD1,435$239,1280.03%
203ISHARES TR4642874992,700$238,6800.03%
204TEXAS INSTRS INC8825081041,248$234,0120.02%
205ABBVIE INCABBV1,306$232,0530.02%
206TRAVELERS COMPANIES INCTRV961$231,3880.02%
207SPDR SER TR78468R7964,795$230,8790.02%
208AUTOMATIC DATA PROCESSING INADP768$224,8170.02%
209VANGUARD WORLD FD92204A8761,373$224,3760.02%
210ISHARES TR46434V1004,505$224,0790.02%
211VANGUARD INDEX FDS922908736539$221,2270.02%
212DISNEY WALT CO2546871061,980$220,5000.02%
213VANGUARD WORLD FD92204A504855$216,9050.02%
214EASTERN BANKSHARES INCEBC12,478$215,2460.02%
215ISHARES TR46435G4251,625$209,3330.02%
216ISHARES INC4642865175,750$207,5120.02%
217ISHARES TR4642871681,540$202,1960.02%
218ISHARES TR4642876711,438$200,3850.02%
219YUM BRANDS INCYUM1,489$199,7290.02%
220VANGUARD INDEX FDS922908629756$199,6820.02%
221RTX CORPORATIONRTX1,715$198,5160.02%
222AT&T INCT-PC8,714$198,4250.02%
223TRANE TECHNOLOGIES PLCTT537$198,3410.02%
224ISHARES TR46429B6972,222$197,2910.02%
225DIMENSIONAL ETF TRUST25434V6333,879$194,1440.02%
226EMPIRE ST RLTY OP L P29210210018,897$192,4040.02%
227ISHARES TR46435U6634,517$189,9400.02%
228SCHWAB STRATEGIC TR8085247976,882$188,0160.02%
229COCA COLA COKO3,016$187,7760.02%
230VANGUARD WORLD FD92204A108499$187,3150.02%
231AMERICAN CENTY ETF TR0250726954,045$186,6160.02%
232DIMENSIONAL ETF TRUST25434V6093,271$182,0640.02%
233ISHARES TR4642883233,412$181,5870.02%
234AXSOME THERAPEUTICS INCAXSM2,135$180,6420.02%
235COMCAST CORP NEWCCZ4,721$177,1970.02%
236CONOCOPHILLIPSCOP1,765$175,0010.02%
237INTUITIVE SURGICAL INCISRG335$174,8570.02%
238NUVEEN NEW YORK QLT MUN INCNU15,078$171,8890.02%
239AIR PRODS & CHEMS INCAIIR593$171,8880.02%
240MASTERCARD INCORPORATEDMA326$171,6620.02%
241HONEYWELL INTL INC438516106753$170,0590.02%
242TCW STRATEGIC INCOME FD INC87234010435,330$169,9370.02%
243TJX COS INC NEW8725401091,404$169,6170.02%
244VANGUARD INDEX FDS922908652885$168,1320.02%
245HARTFORD FINL SVCS GROUP INCHIG-PG1,523$166,5830.02%
246VANGUARD WORLD FD92204A702267$166,0210.02%
247ISHARES TR46434V8034,767$165,6530.02%
248FIDELITY COVINGTON TRUST3160928813,420$164,8100.02%
249AMERICAN CENTY ETF TR0250723563,925$164,5360.02%
250ADOBE INCADBE369$164,0870.02%
251VERIZON COMMUNICATIONS INCVZ4,024$160,9120.02%
252PHILIP MORRIS INTL INC7181721091,326$159,6080.02%
253VANGUARD WORLD FD92204A8841,011$156,6650.02%
254BOEING COBA-PA875$154,8750.02%
255AMERICAN CENTY ETF TR0250721412,867$152,8220.02%
256VANGUARD WORLD FD92204A603600$152,6340.02%
257SS&C TECHNOLOGIES HLDGS INCSSNC2,000$151,5600.02%
258NUSHARES ETF TRNU5,206$151,0780.02%
259INVESCO ACTIVELY MANAGED EXCIVZ5,960$149,6870.02%
260SHOPIFY INCSHOP1,402$149,0750.02%
261PROLOGIS INC.PLDGP1,391$147,0290.02%
262ISHARES INC4642864752,527$146,9200.02%
263LENNAR CORPLEN-B1,060$144,5390.02%
264ISHARES TR4642886042,922$144,5220.02%
265S&P GLOBAL INCSPGI282$140,4440.01%
266NEXTERA ENERGY INCNEE-PW1,943$139,3240.01%
267BLACKSTONE INCBX808$139,3150.01%
268GE AEROSPACE369604301833$138,9170.01%
269TEJON RANCH COTRC8,700$138,3300.01%
270HUNTINGTON BANCSHARES INCHBANP8,374$136,2460.01%
271DIMENSIONAL ETF TRUST25434V8723,294$135,9430.01%
272BLACKROCK INCBLK132$135,3150.01%
273VANGUARD WORLD FD92204A4051,146$135,3080.01%
274VANGUARD BD INDEX FDS9219378351,878$135,0400.01%
275NUVEEN AMT FREE MUN CR INC FNU10,450$128,1170.01%
276MORGAN STANLEYMS-PQ1,019$128,0970.01%
277NUVEEN MUNICIPAL CREDIT INCNU10,515$127,9680.01%
278SPDR INDEX SHS FDS78470E1063,167$126,0780.01%
279FRANKLIN TEMPLETON ETF TRFGDL4,400$125,8840.01%
280DTE ENERGY CODTK1,026$123,8900.01%
281EATON CORP PLCETN367$121,7960.01%
282MARATHON PETE CORPMARA860$120,0240.01%
283ISHARES TR4642885212,070$118,6320.01%
284SPDR SER TR78464A3916,050$118,1570.01%
285MARSH & MCLENNAN COS INC571748102556$118,1000.01%
286VANGUARD ADMIRAL FDS INC921932703640$118,0860.01%
287CONSTELLATION ENERGY CORPCEG526$117,6710.01%
288ROSS STORES INCROST769$116,3270.01%
289FIDELITY WISE ORIGIN BITCOINFBTC1,389$113,2940.01%
290ANALOG DEVICES INCADI522$110,9040.01%
291ROLLINS INCROL2,360$109,3860.01%
292LINDE PLCLIN261$109,2730.01%
293BANK AMERICA CORP0605051042,481$109,0400.01%
294PFIZER INCPFE4,110$109,0380.01%
295ISHARES TR4642871271,340$108,7540.01%
296SPDR SER TR78464A763818$108,0580.01%
297INVESCO EXCHANGE TRADED FD TIVZ1,000$107,6100.01%
298REGENERON PHARMACEUTICALSREGN151$107,5620.01%
299VANGUARD INDEX FDS922908512662$107,0920.01%
300DISCOVER FINL SVCS254709108609$105,4590.01%
301NUSHARES ETF TRNU3,500$105,2100.01%
302LINCOLN ELEC HLDGS INC533900106561$105,2080.01%
303ISHARES TR464287630637$104,5760.01%
304LENNOX INTL INC526107107171$104,1900.01%
305ISHARES TR4642888771,985$104,1530.01%
306INVESCO EXCHANGE TRADED FD TIVZ2,578$103,9850.01%
307VANGUARD WORLD FD92204A207481$101,6740.01%
308ADVANCED MICRO DEVICES INCAMD837$101,1010.01%
309SPDR S&P MIDCAP 400 ETF TRMDY177$100,8160.01%
310SCHWAB STRATEGIC TR8085246803,155$99,1620.01%
311KIMBERLY-CLARK CORPKMB756$99,1100.01%
312CVS HEALTH CORPCVS2,202$98,8500.01%
313MONDELEZ INTL INC6092071051,650$98,5360.01%
314SELECT SECTOR SPDR TR81369Y209710$97,6750.01%
315INVESCO EXCH TRADED FD TR IIIVZ1,800$97,5600.01%
316EDWARDS LIFESCIENCES CORPEW1,306$96,6830.01%
317LOWES COS INC548661107391$96,4990.01%
318VICTORIAS SECRET AND CO9264001022,314$95,8460.01%
319AMPHENOL CORP NEW0320951011,376$95,5630.01%
320LOCKHEED MARTIN CORPLMT196$95,2830.01%
321THERMO FISHER SCIENTIFIC INCTMO182$94,6820.01%
322NORTHROP GRUMMAN CORPNOC202$94,6670.01%
323AMERICAN CENTY ETF TR0250726872,040$94,1260.01%
324ISHARES INC464286525827$90,3080.01%
325INTERACTIVE BROKERS GROUP IN45841N107510$90,1020.01%
326CHURCH & DWIGHT CO INCCHD846$88,5850.01%
327T-MOBILE US INCTMUSZ401$88,5130.01%
328DIMENSIONAL ETF TRUST25434V7242,148$87,8960.01%
329CHUBB LIMITEDCB317$87,5870.01%
330LPL FINL HLDGS INC50212V100266$86,8520.01%
331CHIPOTLE MEXICAN GRILL INCCMG1,436$86,5910.01%
332ENTERPRISE PRODS PARTNERS L2937921072,720$85,2990.01%
333TXNM ENERGY INCTXNM1,728$84,9660.01%
334J P MORGAN EXCHANGE TRADED F46641Q1911,518$84,1280.01%
335ISHARES TR464287705656$81,9740.01%
336STARBUCKS CORPSBUX879$80,2090.01%
337ALLIANT ENERGY CORPLNT1,350$79,8390.01%
338ISHARES TR464287556603$79,7230.01%
339DIMENSIONAL ETF TRUST25434V6902,420$79,4970.01%
340SNAP ON INCSNA231$78,4200.01%
341BENTLEY SYS INCBSY1,675$78,2230.01%
342AMGEN INCAMGN300$78,1920.01%
343SELECT SECTOR SPDR TR81369Y852800$77,4480.01%
344HERSHEY COHSY454$76,8590.01%
345BERKLEY W R CORPWRB-PH1,313$76,8370.01%
346AMERICAN ELEC PWR CO INC025537101831$76,6430.01%
347GARTNER INCIT157$76,0620.01%
348TEXAS ROADHOUSE INCTXRH419$75,6000.01%
349IBOTTA INCIBTA1,136$73,9310.01%
350KB HOMEKBH1,118$73,4710.01%
351COOPER COS INC216648501790$72,6250.01%
352BRISTOL-MYERS SQUIBB COCELG-RI1,275$72,1220.01%
353PHILLIPS 66PSX633$72,1180.01%
354ISHARES TR464287648249$71,6670.01%
355HEICO CORP NEWHEI-A301$71,5470.01%
356UNIVERSAL DISPLAY CORPOLED488$71,3840.01%
357VORNADO RLTY TR9290421091,696$71,3000.01%
358POOL CORPPOOL208$70,9160.01%
359ISHARES BITCOIN TRUST ETFIBIT1,330$70,5570.01%
360UNITED RENTALS INCURI100$70,4440.01%
361YUM CHINA HLDGS INCYUMC1,459$70,2830.01%
362WATSCO INCWSO-B148$70,1360.01%
363CAPITAL ONE FINL CORP14040H105386$68,8320.01%
364NORFOLK SOUTHN CORP655844108293$68,7670.01%
365SOFI TECHNOLOGIES INCSOFI4,439$68,3610.01%
366JOHNSON CTLS INTL PLCG51502105864$68,1650.01%
367SPDR SER TR78464A5081,330$68,0160.01%
368VANGUARD SCOTTSDALE FDS92206C680655$67,6620.01%
369GENERAL MLS INC3703341041,056$67,3380.01%
370NUVEEN NEW YORK AMT QLT MUNINU6,400$66,9440.01%
371SELECT SECTOR SPDR TR81369Y886884$66,9100.01%
372NETFLIX INCNFLX75$66,8490.01%
373GE VERNOVA INCGEV203$66,7730.01%
374KROGER COKR1,091$66,6870.01%
375APPLIED MATLS INC038222105400$65,0520.01%
376RPM INTL INC749685103528$64,9580.01%
377EQUIFAX INCEFX254$64,7320.01%
378ISHARES TR464287440700$64,7150.01%
379ZURN ELKAY WATER SOLNS CORP98983L1081,731$64,5660.01%
380SALESFORCE INCCRM193$64,5260.01%
381QUALCOMM INCQCOM418$64,2520.01%
382OLO INC68134L1098,355$64,1660.01%
383SELECT SECTOR SPDR TR81369Y506745$63,8170.01%
384ASPEN TECHNOLOGY INC29109X106255$63,6560.01%
385J P MORGAN EXCHANGE TRADED F46641Q225883$62,3310.01%
386ISHARES TR464288257527$61,9230.01%
387DELL TECHNOLOGIES INCDELL535$61,6530.01%
388CHOICE HOTELS INTL INC169905106430$61,0510.01%
389ISHARES TR464287457735$60,2550.01%
390WELLS FARGO CO NEW949746101850$59,7040.01%
391ASML HOLDING N VASMLF85$58,9120.01%
392EXPEDITORS INTL WASH INC302130109529$58,5970.01%
393MOTOROLA SOLUTIONS INCMSI126$58,1940.01%
394GALLAGHER ARTHUR J & CO363576109204$57,9050.01%
395HENRY JACK & ASSOC INC426281101329$57,6740.01%
396TELEDYNE TECHNOLOGIES INCTDY124$57,5520.01%
397ONEOK INC NEWOKE569$57,1080.01%
398BECTON DICKINSON & COBDX251$57,0330.01%
399ANSYS INC03662Q105169$57,0090.01%
400DIMENSIONAL ETF TRUST25434V6821,720$56,9860.01%
401BIONTECH SEBNTX500$56,9750.01%
402EVERSOURCE ENERGYES990$56,8560.01%
403NORDSON CORPNDSN271$56,7040.01%
404WASTE MGMT INC DEL94106L109279$56,2990.01%
405PIMCO CALIF MUN INCOME FD II72200M1089,810$56,1130.01%
406VANGUARD INDEX FDS922908538219$55,5710.01%
407THOR INDS INC885160101576$55,1290.01%
408SERVICENOW INCNOW52$55,1260.01%
409INTUITINTU85$53,4230.01%
410WEST PHARMACEUTICAL SVSC INC955306105162$53,0650.01%
411ETF SER SOLUTIONS26922A420650$52,7480.01%
412ILLINOIS TOOL WKS INC452308109204$51,7260.01%
413SAIA INCSAIA113$51,4970.01%
414METLIFE INCMET-PF627$51,3330.01%
415STANLEY BLACK & DECKER INCSWK637$51,1450.01%
416US BANCORP DELUSB-PS1,066$50,9870.01%
417VANGUARD WHITEHALL FDS921946406399$50,9080.01%
418ALLEGION PLCALLE388$50,7040.01%
419SHERWIN WILLIAMS COSHW148$50,3100.01%
420NIKE INCNKE664$50,2450.01%
421ELME COMMUNITIESELME3,250$49,6280.01%
422TERADYNE INCTER390$49,1090.01%
423CHARLES RIV LABS INTL INC159864107263$48,5500.01%
424TYLER TECHNOLOGIES INCTYL84$48,4380.01%
425WYNDHAM HOTELS & RESORTS INCWH480$48,3790.01%
426PALO ALTO NETWORKS INCPANW264$48,0370.01%
427BJS WHSL CLUB HLDGS INC05550J101529$47,2660.01%
428DOUBLELINE ETF TRUST25861R303900$46,3140.00%
429BRIGHT HORIZONS FAM SOL IN D109194100417$46,2240.00%
4303M COMMM358$46,2140.00%
431FRANKLIN TEMPLETON ETF TRFGDL2,000$46,0040.00%
432FIRST TR EXCHANGE-TRADED FD33738R605775$45,7720.00%
433EXELON CORPEXC1,204$45,3190.00%
434OLLIES BARGAIN OUTLET HLDGS681116109413$45,3180.00%
435SPDR SER TR78464A6721,615$45,0260.00%
436INTERCONTINENTAL EXCHANGE IN45866F104296$44,1070.00%
437PAYPAL HLDGS INCPYPL515$43,9550.00%
438BOSTON SCIENTIFIC CORPBSX491$43,8560.00%
439CARDIFF ONCOLOGY INCCRDF10,000$43,4000.00%
440DT MIDSTREAM INCDTM436$43,3510.00%
441WISDOMTREE TRWT940$42,5540.00%
442NOVO-NORDISK A SNONOF489$42,0640.00%
443EVERGY INCEVRG676$41,6290.00%
444CONSOLIDATED EDISON INCED466$41,5810.00%
445HENRY SCHEIN INCHSIC598$41,3820.00%
446SOUTHERN COSOMN502$41,3250.00%
447CHEMED CORP NEWCHE78$41,3240.00%
448DIAGEO PLCDGEAF325$41,2710.00%
449HIPPO HLDGS INCHIPOW1,536$41,1190.00%
450PACKAGING CORP AMER695156109182$40,9740.00%
451ISHARES TR464288786314$39,7120.00%
452VANGUARD INTL EQUITY INDEX F9220426761,000$39,5600.00%
453EXPONENT INCEXPO440$39,2040.00%
454UFP INDUSTRIES INCUFPI348$39,2020.00%
455SITEONE LANDSCAPE SUPPLY INCSITE297$39,1360.00%
456DUKE ENERGY CORP NEWDUKB362$39,0020.00%
457SPDR SER TR78464A102191$38,5480.00%
458SYNOPSYS INCSNPS79$38,3430.00%
459KEYCORP4932671082,234$38,2990.00%
460WISDOMTREE TRWT1,000$38,2200.00%
461ISHARES TR464287523177$38,1420.00%
462LOEWS CORPL450$38,0970.00%
463ALTRIA GROUP INCMO728$38,0500.00%
464WP CAREY INC92936U109697$37,9730.00%
465AMERICAN TOWER CORP NEW03027X100206$37,7820.00%
466ISHARES TR464287515375$37,5450.00%
467BANK7 CORPBSVN800$37,3280.00%
468ENERGY TRANSFER L PET-PI1,900$37,2210.00%
469LIVE NATION ENTERTAINMENT INLYV287$37,1670.00%
470SELECT SECTOR SPDR TR81369Y100440$37,0220.00%
471SPDR GOLD TRGLD152$36,8040.00%
472OREILLY AUTOMOTIVE INC67103H10731$36,7600.00%
473TRANSDIGM GROUP INCTDG29$36,7510.00%
474NUVATION BIO INCNUVB13,752$36,5800.00%
475XYLEM INCXYL309$35,8500.00%
476ULTRAGENYX PHARMACEUTICAL INRARE845$35,5490.00%
477VANGUARD INTL EQUITY INDEX F922042866500$35,5200.00%
478AMERICAN CENTY ETF TR025072315700$35,3020.00%
479ISHARES TR464288752335$34,6360.00%
480ZOETIS INCZTS212$34,5410.00%
481BLUEPRINT MEDICINES CORP09627Y109396$34,5390.00%
482ISHARES TR46429B333800$34,3440.00%
483SCOTTS MIRACLE-GRO COSMG516$34,2310.00%
484ISHARES TR464287473263$34,0160.00%
485CHECK POINT SOFTWARE TECH LTM22465104182$33,9790.00%
486FAIR ISAAC CORPFICO17$33,8460.00%
487T ROWE PRICE ETF INC87283Q8671,014$33,7360.00%
488VANGUARD INDEX FDS922908595120$33,6070.00%
489GSK PLCGLAXF960$32,4670.00%
490CSX CORPCSX1,005$32,4310.00%
491EBAY INC.EBAY517$32,0280.00%
492SHELL PLCRYDAF506$31,7190.00%
493ISHARES TR46436E759470$30,3710.00%
494KLA CORPKLAC48$30,2460.00%
495CITIGROUP INCC-PR429$30,1970.00%
496MARTIN MARIETTA MATLS INC57328410658$29,9570.00%
497WALMART INCWMT329$29,7250.00%
498SCHWAB STRATEGIC TR8085247301,021$29,6600.00%
499DBX ETF TR23306X605800$29,6520.00%
500MATCH GROUP INC NEWMTCH906$29,6350.00%