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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

Heritage Wealth Advisors

Quarter ended Q3 2024 · Filed November 12, 2024 · Accession 0001591122-24-000007

Total Value
$2.13B
Positions
636
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1IShares S&P 500 Index464287200635,965$366.8M17.21%
2iShares Core MSCI EAFE46432F8421,690,479$131.9M6.19%
3Microsoft CorpMSFT169,855$73.1M3.43%
4iShares Core S&P Total US Stock Mkt464287150532,821$66.9M3.14%
5Apple Computer IncAAPL286,513$66.8M3.13%
6iShares Russell Midcap Value464287473498,053$65.9M3.09%
7Unitedhealth Group IncUNH111,905$65.4M3.07%
8Brookfield Corporation11271J1071,165,797$62.0M2.91%
9SPDR S&P 500 IndexSPY105,030$60.3M2.83%
10Berkshire Hathaway Cl BBRK-A129,861$59.8M2.80%
11Raytheon Technologies OrdRTX477,513$57.9M2.71%
12Merck & Co IncMRK494,740$56.2M2.64%
13Alphabet Inc. Class CGOOG335,279$56.1M2.63%
14Mastercard IncMA110,034$54.3M2.55%
15Auto Data ProcessingADP183,006$50.6M2.38%
16Johnson & JohnsonJNJ310,850$50.4M2.36%
17Progressive Corp Ohio743315103197,281$50.1M2.35%
18iShares Core MSCI Emerging Markets ETF46434G103830,667$47.7M2.24%
19Comcast Corp New Cl ACCZ1,112,195$46.5M2.18%
20Pepsico IncorporatedPEP264,383$45.0M2.11%
21Wal-Mart Stores IncWMT551,421$44.5M2.09%
22ConocophillipsCOP398,579$42.0M1.97%
23Home Depot IncHD93,854$38.0M1.78%
24Duke Energy NewDUKB317,622$36.6M1.72%
25Union Pacific CorpUNP148,534$36.6M1.72%
26Mc Donalds CorpMCD113,157$34.5M1.62%
27Vanguard 500 ETF92290836355,501$29.3M1.37%
28Vanguard Total World Stock ETF922042742188,312$22.5M1.06%
29Williams Companies969457100481,952$22.0M1.03%
30Markel Group IncMKL13,900$21.8M1.02%
31iShares MSCI ACWI ex US ETF464288240309,464$17.7M0.83%
32iShares MSCI EAFE464287465170,772$14.3M0.67%
33Enterprise Prd Prtnrs Lp293792107370,332$10.8M0.51%
34Philip Morris Intl Inc71817210980,604$9.8M0.46%
35Vanguard Dividend Appreciation92190884447,916$9.5M0.45%
36Fairfax Financial Hldgs Ltd Sub VtgFRFFF5,261$6.7M0.31%
37Nvidia CorpNVDA52,731$6.4M0.30%
38Amazon Com IncAMZN30,703$5.7M0.27%
39Ishares S&P 500 Growth46428730959,732$5.7M0.27%
40iShares MSCI Emrg Mkt Fd464287234121,740$5.6M0.26%
41Visa IncV20,118$5.5M0.26%
42Alphabet Inc. Class AGOOG28,103$4.7M0.22%
43Altria Group IncMO90,912$4.6M0.22%
44Sector Spdr Tech Select81369Y80319,316$4.4M0.20%
45Exxon Mobil CorporationXOM34,353$4.0M0.19%
46Ishares S&P Midcap46428770537,748$4.0M0.19%
47iShares S&P 10046428710113,304$3.7M0.17%
48American Century U.S. Quality Value ETF02507220850,248$3.1M0.15%
49Select Sector Spdr Trust The Utilities Select Sect81369Y88638,011$3.1M0.14%
50Costco Whsl Corp New22160K1053,126$2.8M0.13%
51Lowes Companies Inc54866110710,097$2.7M0.13%
52Jpmorgan Chase & CoVYLD12,632$2.7M0.12%
53C S X CorpCSX71,712$2.5M0.12%
54Mondelez Intl Inc Cl A60920710533,456$2.5M0.12%
55Oracle CorporationORCL-PD14,232$2.4M0.11%
56Invesco S&P 500 Equal Weight ETFIVZ13,242$2.4M0.11%
57Anthem IncELV4,473$2.3M0.11%
58Vanguard Mid-Cap ETF9229086298,328$2.2M0.10%
59iShares ESG Aware MSCI EAFE ETF46435G51626,026$2.2M0.10%
60Ishares Russell Midcap46428749923,573$2.1M0.10%
611/100 Berkshire Htwy ClaBRK-A300$2.1M0.10%
62Procter & Gamble74271810911,228$1.9M0.09%
63Abbvie Inc Com Usd0.01ABBV9,428$1.9M0.09%
64Truist Finl Corp Com89832Q10940,901$1.7M0.08%
65Raymond James Finl Inc75473010913,592$1.7M0.08%
66Vanguard Total Stock Mkt9229087695,800$1.6M0.08%
67Chevron CorporationCVX11,141$1.6M0.08%
68Thermo Electron CorpTMO2,441$1.5M0.07%
69PowerShares QQQ ETFIVZ3,079$1.5M0.07%
70iShares ESG Aware MSCI EM ETF46434G86338,837$1.4M0.07%
71Universal Corp VaUVV26,416$1.4M0.07%
72Trane Technologies PLCTT3,410$1.3M0.06%
73Zoetis IncZTS6,643$1.3M0.06%
74Ishares Tr Russell4642876224,010$1.3M0.06%
75General Dynamics CorpGD4,068$1.2M0.06%
76Abbott LaboratoriesABLZF10,746$1.2M0.06%
77Norfolk Southern Corp6558441084,919$1.2M0.06%
78Coca Cola CompanyKO16,613$1.2M0.06%
79Qualcomm IncQCOM6,775$1.2M0.05%
80SPDR Gold MiniSharesGLDW22,083$1.2M0.05%
81Ishares Russell 20004642876555,192$1.1M0.05%
82Cisco Systems IncCSCO21,507$1.1M0.05%
83DIMENSIONAL U S CORE EQUITY 2 ETF25434V70832,405$1.1M0.05%
84Bank Of America Corp06050510427,831$1.1M0.05%
85PIMCO Enhanced Short Maturity Active ETF72201R83310,803$1.1M0.05%
86Applied Materials Inc0382221055,266$1.1M0.05%
87Amgen IncorporatedAMGN3,227$1.0M0.05%
88Blackrock IncBLK1,061$1.0M0.05%
89Caterpillar IncCAT2,568$1.0M0.05%
90Nuveen ESG Mid-Cap Value ETFNU27,186$1.0M0.05%
91Eli Lilly and CoLLY1,119$991,3670.05%
92Intuit IncINTU1,551$963,0050.05%
93Intuitive Surgical NewISRG1,942$954,0460.04%
94Meta Platforms IncMETA1,628$931,9320.04%
95Utd Dominion Rlty Tr IncUDR19,913$902,8550.04%
96Intl Business MachinesINTR4,076$901,1220.04%
97Dominion Res Inc Va NewD14,634$845,6880.04%
98United Bankshares IncUNTCW21,924$813,3900.04%
99Adobe Systems IncADBE1,552$803,5950.04%
100Atlantic Un Bankshares Corp04911A10721,244$800,2610.04%
101Sector Spdr Health Fund81369Y2095,124$789,1980.04%
102Illinois Tool Works Inc4523081093,008$788,1890.04%
103Nextera Energy Inc ComNEE-PW9,238$780,8790.04%
104Blackstone Group LPBX5,071$776,5220.04%
105Sector Spdr Fincl Select81369Y60516,909$766,3160.04%
106Spdr Gold TRUSTGLD3,107$755,2320.04%
107Ishares Russell Midcap Growth4642874816,434$754,6440.04%
108Plymouth Industrial REIT Inc72964010233,100$748,0600.04%
109Texas Instruments Inc8825081043,589$741,3800.03%
110Owens & Minor Inc Hldg Co69073210246,894$735,7670.03%
111Starbucks CorpSBUX7,491$730,3310.03%
112Netflix IncNFLX1,001$709,9790.03%
113General Electric Company3696043013,763$709,6270.03%
114Honeywell International4385161063,391$700,9080.03%
115Cintas CorpCTAS3,316$682,6980.03%
116Ishares S&P Smcap Value4642878796,270$675,0280.03%
117iShares US Healthcare46428776210,300$669,5000.03%
118Vanguard Growth ETF9229087361,741$668,2870.03%
119Ishares Russell 2000 Value ETF4642876304,000$667,2800.03%
120Tri Continental Corp89543610320,183$666,8460.03%
121Vanguard Value ETF9229087443,787$661,0970.03%
122Emerson Electric CoEMR5,977$653,7040.03%
123Diageo Plc New AdrDGEAF4,628$649,4940.03%
124Vanguard S&P 500 Value ETF9219327033,362$641,1200.03%
125Fiserv IncFISV3,564$640,2730.03%
126Disney Walt Co2546871066,451$620,5560.03%
127Carmax IncKMX7,979$617,4150.03%
128Goldman Sachs Group IncGSCE1,242$615,1730.03%
129Waste Management, INC.94106L1092,819$585,2270.03%
130Microchip Technology IncMCHPP7,116$571,3750.03%
131Morgan StanleyMS-PQ5,417$564,6640.03%
132The Southern CompanySOMN6,174$556,7810.03%
133Vanguard Reit9229085535,709$556,1710.03%
134Avago Technologies LtdAVGO3,217$554,9330.03%
135Air Prod & Chemicals IncAIIR1,862$554,5070.03%
136Vanguard Information Technology ETF92204A702938$550,1560.03%
137Fairfax India Ho-Sub Com Sub Vtg Shs Isi30389710236,200$545,5340.03%
138R L I CorpRLI3,500$542,4300.03%
139Target CorporationTGT3,477$541,9250.03%
140United Rentals IncURI667$540,0900.03%
141Vanguard FTSE International9219438589,861$520,7550.02%
142Danaher Corp Del2358511021,854$515,4960.02%
143Sysco CorporationSYY6,584$513,9470.02%
144iShares MSCI Global Mtls&Mng Prdcrs ETF46434G84811,700$505,5570.02%
145United Parcel Service BUPS3,696$503,9080.02%
146Vanguard Short-Term Infl-Prot Secs ETF9220208059,719$479,2290.02%
147Vanguard Index Funds Vanguard High Dividend Yield9219464063,687$472,6730.02%
148Marriott Intl Inc Cl A5719032021,891$470,1030.02%
149Brookfield Asset Management1130041059,853$465,9480.02%
150Broadridge Finl Solution11133T1032,136$459,3040.02%
151Spdr Ser Tr S&P Divid Etf78464A7633,085$438,1930.02%
152Cigna Corp1255231001,263$437,5540.02%
153Mckesson CorporationMCK869$429,6510.02%
154Arthur J Gallagher & Co3635761091,498$421,4920.02%
155Ishares Barclays Aggregate Bond4642872264,120$417,2830.02%
156Newmarket CorporationNEU751$414,4690.02%
157Verizon CommunicationsVZ8,974$403,0220.02%
158Paychex IncPAYX2,919$391,7010.02%
159Biogen Idec IncBIIB2,000$387,6800.02%
160Accenture Ltd Cl AACN1,096$387,4800.02%
161American Express CompanyAXP1,426$386,7310.02%
162Northrop Grumman CorpNOC719$379,6820.02%
163Dover CorporationDOV1,980$379,6450.02%
164Pnc Finl Services Gp Inc6934751051,931$356,9230.02%
165Vanguard Health Care ETF92204A5041,262$356,2210.02%
166Advanced Micro DevicesAMD2,128$349,1620.02%
167Fastenal CoFAST4,774$340,9590.02%
168NetApp IncNTAP2,730$337,1820.02%
169CBRE Group IncCBRE2,680$333,6060.02%
170Vanguard Mid Cap Value9229085121,949$326,7890.02%
171Nucor CorpNUE2,133$320,6750.02%
172Ishares S&P Small-Cap4642878872,288$319,1530.01%
173iShares Core S&P Mid Cap ETF4642875075,095$317,5200.01%
174Chubb CorporationCB1,098$316,6450.01%
1753m CompanyMMM2,314$316,3010.01%
176Fortinet IncFTNT4,057$314,6200.01%
177Teledyne TechnologiesTDY708$309,8630.01%
178Ishares Dj Select Div Fd4642871682,260$305,2580.01%
179Salesforce ComCRM1,074$293,9650.01%
180iShares Currency Hedged MSCI EAFE46434V8038,103$287,0080.01%
181Albemarle CorpALB-PA3,015$285,5510.01%
182Hca IncHCA698$283,8380.01%
183Aon Plc Com Usd0.01 Cl AAON819$283,3660.01%
184Diamonds TRUST Series I78467X109666$281,7980.01%
185Deere & CoDE665$277,5240.01%
186Pfizer IncorporatedPFE9,550$276,3730.01%
187Ingersoll-Rand plcIR2,723$267,2900.01%
188Kimberly-Clark CorpKMB1,877$267,0600.01%
189Iron Mountain Inc New46284V1012,222$264,0400.01%
190Kraft Heinz Co ComKHC7,394$259,6030.01%
191Ishares Nasdaq Biotechnology4642875561,750$254,8000.01%
192Ares Capital CorpARCC11,850$248,1390.01%
193Sabra Health Care REIT IncSBRA12,971$241,3900.01%
194Travelers Companies IncTRV1,022$239,2710.01%
195Ge Vernova Llc ComGEV906$231,0120.01%
196Allstate CorporationALL-PJ1,205$228,5280.01%
197Vanguard Total International Stock ETF9219097683,507$227,0430.01%
198AvalonBay Communities IncAWX1,004$226,1510.01%
199Canadian Pac RailwayCP2,625$224,5430.01%
200Lockheed Martin CorpLMT383$223,8860.01%
201Parker-Hannifin CorpPH352$222,4010.01%
202Kinsale Cap Group Inc Com49714P108475$221,1460.01%
203Novo-Nordisk A-S AdrNONOF1,850$220,2800.01%
204Blue Ridge Bankshares IncBRBS78,305$219,2550.01%
205Hanover Insurance Group4108671051,480$219,2030.01%
206Amphenol Corp Cl A0320951013,361$219,0030.01%
207Prudential Financial IncPUKPF1,766$213,8630.01%
208Micron Technology IncMU2,044$211,9830.01%
209L3Harris Technologies OrdLHX884$210,2770.01%
210Enbridge IncENNPF5,011$203,4970.01%
211Canadian Natl Ry Co1363751021,731$202,7870.01%
212Avery Dennison CorpAVY911$201,1120.01%
213Gilead Sciences IncGILD2,314$194,0060.01%
214Intel CorpINTC8,244$193,4040.01%
215Capital One Financial Cp14040H1051,285$192,4030.01%
216PrologisPLDGP1,512$190,9350.01%
217SPDR S&P Bank ETF78464A7973,604$190,6160.01%
218Vanguard Small Cap922908751788$186,9210.01%
219Encompass Health CorpEHC1,918$185,3560.01%
220Unilever Plc Adr NewUNLYF2,815$182,8620.01%
221Boeing CoBA-PA1,193$181,3840.01%
222Main Str Cap Corp Com56035L1043,600$180,5040.01%
223Vanguard Short-Term Corp Bond ETF92206C4092,246$178,3860.01%
224Corning IncGLW3,890$175,6340.01%
225Sempra EnergySREA2,092$174,9540.01%
226Novartis A G Spon AdrNVSEF1,505$173,1050.01%
227Ford Motor Company New34537086016,392$173,0960.01%
228Vanguard Industrials ETF92204A603657$170,8660.01%
229Berkley W R CorpWRB-PH2,863$162,4180.01%
230Analog Devices IncADI702$161,4710.01%
231SPDR S&P Biotech ETF78464A8701,577$155,8080.01%
232Sector Spdr Materials Fd81369Y1001,573$151,6060.01%
233Dexcom IncDXCM2,236$149,9010.01%
234Vanguard Bond Index Fund9219378351,965$147,5900.01%
235Ross Stores IncROST980$147,5000.01%
236EPR Properties26884U1093,000$147,1200.01%
237Eaton CorporationETN439$145,5020.01%
238iShares Global Infrastructure ETF4642883722,669$145,2680.01%
239Toro CompanyTORO1,670$144,8390.01%
240Motorola Solutions Inc Com NewMSI321$144,4670.01%
241Edwards Lifesciences CpEW2,118$139,7670.01%
242Genuine Parts CoGPC1,000$139,6800.01%
243Apollo Global Management LLC Class A03769M1061,100$137,4010.01%
244NXP Semiconductors NVNXPI571$137,0930.01%
245FS KKR Capital CorpFSK6,720$132,5860.01%
246Amer Electric Pwr Co Inc0255371011,257$128,9680.01%
247Aptargroup IncATR770$123,3460.01%
248Schwab US Large-Cap ETF8085242011,802$122,2660.01%
249T J X Cos Inc8725401091,029$120,9490.01%
250WisdomTree SmallCap Dividend ETFWT3,469$119,6460.01%
251Ameriprise Financial Inc03076C106254$119,3320.01%
252Communication Services Sel Sect SPDRETF81369Y8521,311$118,5140.01%
253Seagate TechnologySE1,062$116,3210.01%
254SPDR Portfolio S&P 500 Value ETF78464A5082,200$116,2920.01%
255iShares Silver TrustSLV4,032$114,5490.01%
256PTC IncPTC625$112,9130.01%
257Huntsman CorporationHUN4,500$108,9000.01%
258Gildan Activewear IncGIL2,311$108,8710.01%
259Nestle S A Reg B Adr6410694061,075$108,2200.01%
260Colgate-Palmolive CoCL1,016$105,4710.00%
261Fedex CorporationFDX380$103,9980.00%
262ETFS Physical PalladiumPALL1,125$103,1180.00%
263Realty Income CorpO1,620$102,7400.00%
264Wells Fargo & Co New9497461011,806$102,0210.00%
265Nike Inc Class BNKE1,125$99,4500.00%
266Becton Dickinson & CoBDX407$98,0350.00%
267K L A Tencor CorpKLAC125$96,8010.00%
268Southwest Airlines Co8447411083,258$96,5350.00%
269Quest Diagnostic IncDGX600$93,1500.00%
270Tesla, IncTSLA349$91,3090.00%
271iShares Edge MSCI USA Quality Factor ETF46432F339505$90,5470.00%
272Citigroup IncC-PR1,438$90,0190.00%
273Stantec IncSTN1,115$89,6570.00%
274Bp Plc AdrBPPFF2,848$89,3990.00%
275J B Hunt Transport Svcs445658107510$87,8880.00%
276Kroger CompanyKR1,522$87,2110.00%
277S B A Communications CpSBAC362$87,1330.00%
278Lauder Estee Co Inc Cl A518439104872$86,9300.00%
279Marsh & Mc Lennan Co Inc571748102388$86,5430.00%
280Oneok Inc NewOKE947$86,3000.00%
281The Charles Schwab CorpSCHW-PJ1,309$84,8270.00%
282Vanguard Intl Eqty Index9220427751,322$83,2880.00%
283Idexx Labs Inc45168D104164$82,8560.00%
284NortonLifeLock IncGENVR3,005$82,4270.00%
285iShares Core Dividend Growth ETF46434V6211,289$80,8070.00%
286Vanguard Mid-Cap Growth ETF922908538329$80,1020.00%
287Chipotle Mexican GrillCMG1,390$80,0920.00%
288Roku Inc Com Cl AROKU1,067$79,6620.00%
289Genworth Financial Inc37247D10611,480$78,6380.00%
290National Retail Properties IncNNN1,600$77,5840.00%
291Valero Energy Corp NewVLO555$74,8770.00%
292Royal Bk Of Canada Isin #ca7800871021780087102600$74,8380.00%
293General Motors Corp37045V1001,642$73,6390.00%
294Sprott Physical Gold & Silver TrustSII3,000$73,4700.00%
295Ingredion IncINGR522$71,7380.00%
296Schlumberger LtdSLB1,704$71,4830.00%
297iShares US Real Estate ETF464287739700$71,3090.00%
298Lennar Corp Cl ALEN-B378$70,8670.00%
299A F L A C IncAFL624$69,7430.00%
300City Holding CoCHCO581$68,2040.00%
301DFA TA World ex US Core Equity I25434V8802,517$67,9840.00%
302A T & T Inc NewT-PC3,085$67,8700.00%
303Energy Transfer Equity LPET-PI4,200$67,4100.00%
304Moderna IncMRNA1,000$66,8300.00%
305Vanguard Emerging Market9220428581,380$66,0330.00%
306U S Bancorp Del NewUSB-PS1,428$65,2880.00%
307Chicago Mercantile ExchCME293$64,6500.00%
308Humana IncHUM204$64,6150.00%
309Brookfield Infrastructure CorpBIPC1,483$64,4070.00%
310Regeneron PharmaceuticalsREGN61$64,1260.00%
311iShares Core MSCI Total Intl Stk ETF46432F834872$63,3330.00%
312Dupont De Nemours IncDD684$60,9510.00%
313Cincinnati Financial Cp172062101438$59,6210.00%
314VERALTO ORD WIVLTO532$59,5260.00%
315Heico CorpHEI-A291$59,2940.00%
316VICI Properties Inc9256521091,750$58,2930.00%
317Carrier Global Corp-WiCARR712$57,3090.00%
318PhillipsPSX424$55,7350.00%
319Pub Svc Ent Group Inc744573106615$54,8380.00%
320Archer-Daniels-Midlnd CoADM906$54,1240.00%
321D T E Energy CompanyDTK421$54,0610.00%
322Rush Enterprises IncRUSHB1,125$53,9440.00%
323Essential Properties Realty Trust Inc29670E1071,550$52,9330.00%
324GE HEALTHCARE TECHNOLOGIES ORD WIGEHC548$51,4300.00%
325Discover Financial Svcs254709108366$51,3080.00%
326Roper Industries IncROP91$50,6360.00%
327Paypal Hldgs IncPYPL636$49,6270.00%
328Hologic IncHOLX599$48,7950.00%
329COPT Defense PropertiesCDP1,600$48,5280.00%
330Autozone IncAZO15$47,2510.00%
331Sanfilippo John B & Son IncJBSS500$47,1550.00%
332ATLANT UN BK 400 DS RP 1 SRS A PRF04911A2061,910$46,7570.00%
333Bristol-Myers Squibb CoCELG-RI900$46,5660.00%
334Old Dominion Freight LnsODFL232$46,0840.00%
335Eversource EnergyES672$45,7300.00%
336Willis Towers WatsonWTW154$45,3580.00%
337Vanguard Intl Div Apprec ETF921946810502$44,3170.00%
338C H Robinson Worldwd NewCHRW400$44,1480.00%
339C V S Corp DelCVS700$44,0160.00%
340Taiwan Semiconductr Adrf874039100250$43,4180.00%
341Verisk Analytics Inc ClaVRSK157$42,0700.00%
342Rpm International Inc749685103346$41,8660.00%
343Alexandria Real Est Eqty015271109350$41,5630.00%
344Evergy IncEVRG658$40,8030.00%
345LUCID GROUP ORDLCID11,500$40,5950.00%
346A E S CorpAES2,002$40,1600.00%
347Solventum Corp Com ShsSOLV576$40,1590.00%
348iShares MSCI USA Minimum Volatility46429B697427$38,9890.00%
349Lyondellbasell Industries NVLYB400$38,3600.00%
350Entergy Corp NewENO280$36,8510.00%
351Electronic Arts IncEA254$36,4340.00%
352Rowe T Price Group IncTROW333$36,2740.00%
353Dell IncDELL305$36,1550.00%
354Carlyle Secured Lending IncCGBD2,100$35,6370.00%
355Ishares U S Pfd Etf4642886871,072$35,6230.00%
356MPLX LPMPLXP782$34,7680.00%
357Highwoods Pptys Inc4312841081,017$34,0800.00%
358Liberty Media GroupFWONB436$33,7590.00%
359Aecom Technology CorpACM325$33,5630.00%
360New Jersey Resources CorporationNJR700$33,0400.00%
361Br Amer Tobacco Plc Adrf110448107900$32,9220.00%
362OWL ROCK CAPITAL ORDOWL2,200$32,0540.00%
363Ecolab IncECL124$31,6610.00%
364LINKBANCORP ORDLNKB4,938$31,6530.00%
365Everest Re Group LtdEG80$31,3460.00%
366J P MORGAN NASDAQ EQT PRM INC ETF46654Q203570$31,3100.00%
367Invesco Preferred ETFIVZ2,467$30,4670.00%
368Hewlett-Packard CompanyHPQ846$30,3460.00%
369C M S Energy CorpCMS-PC400$28,2520.00%
370P P G Industries Inc693506107211$27,9490.00%
371NextEra Energy Partners LPNEE-PW1,000$27,6200.00%
372BROADSTONE NET LEASE ORDBNL1,429$27,0800.00%
373State Street CorpSTT-PG300$26,5410.00%
374Brookfield Infra PtnrsG16252101750$26,2800.00%
375Fidelity Natl Info Svcs31620M106312$26,1300.00%
376Xcel Energy IncXELLL400$26,1200.00%
377M D U Resources Group552690109950$26,0400.00%
378General Mills Inc370334104346$25,5520.00%
379Starwood Property Trust Inc.STHO1,250$25,4750.00%
380Cardinal Health IncCAH228$25,1990.00%
381W P Carey Inc92936U109402$25,0450.00%
382Autonation IncAN138$24,6910.00%
383Dow Chemical CompanyDOW451$24,6380.00%
384Dollar Tree IncDLTR350$24,6120.00%
385Kontoor Brands Inc COMKTB300$24,5340.00%
386Stag Industrial Inc85254J102600$23,4540.00%
387iShares PHLX Semiconductor ETF464287523100$23,0590.00%
388Unumprovident CorpUNMA387$23,0030.00%
389Marathon Oil CorpMARA849$22,6090.00%
390Aptiv PlcAPTV305$21,9630.00%
391Lamb Weston Holdings IncLW333$21,5580.00%
392Ansys Inc03662Q10567$21,3480.00%
393Zoom Video Communications, IncZM300$20,9220.00%
394Goldman Sachs Access Treasury 0-1 Yr ETFNVGLF207$20,7600.00%
395iShares MSCI USA ESG Select ETF464288802172$20,7040.00%
396Mercadolibre IncMELI10$20,5200.00%
397Omega Healthcare Investors Inc681936100500$20,3500.00%
398iShares Edge MSCI Intl Quality Fctr ETF46434V456484$20,0810.00%
399iShares MSCI KLD 400 Social ETF464288570180$19,5820.00%
400Brixmor Property Group Inc11120U105700$19,5020.00%
401Allegion PLCALLE133$19,3830.00%
402Vaxart Inc Com NewVXRT21,780$18,4910.00%
403Virginia National Bankshares Corp928031103442$18,4090.00%
404Extra Space Storage IncEXR100$18,0190.00%
405U G I Corporation New902681105720$18,0140.00%
406Public StoragePSA-PS49$17,8370.00%
407Schwab US Large-Cap Growth ETF808524300171$17,8020.00%
408Schwab US Dividend Equity ETF808524797210$17,7510.00%
409Janus Henderson AAA CLO ETF47103U845348$17,7310.00%
410Ishares S&P Smallcap Core ETF464287804150$17,5440.00%
411Constellation Energy CoCEG66$17,1610.00%
412CareTrust REIT IncCTRE533$16,4480.00%
413Yum Brands IncYUM117$16,3460.00%
414Schwab US Aggregate Bond ETF808524839332$15,7640.00%
415Linde plcLIN33$15,7360.00%
416Devon Energy Cp New25179M103400$15,6480.00%
417Avista CorpAVA400$15,5000.00%
418Church & Dwight Co IncCHD146$15,2890.00%
419Akamai TechnologiesAKAM148$14,9410.00%
420Newmont Mining CorpNEMCL272$14,5510.00%
421WESTERN GAS PARTNERS LPWES375$14,3480.00%
422Companhia Vale Do AdrRTNTF200$14,2340.00%
423Shore Bancshares IncSHBI1,000$13,9900.00%
424Medical Pptys Tr Inc58463J3042,350$13,7480.00%
425Power Corp Cda Isin739239101432$13,6420.00%
426America First Multifamily Investors LPGHI972$13,6370.00%
427Ishares U S Technology Etf46428772185$12,8880.00%
428S&p Global IncSPGI24$12,3990.00%
429Fidelity MSCI Consumer Staples ETF316092303240$12,2520.00%
430Baxter International Inc071813109320$12,1500.00%
431Lululemon Athletica IncLULU44$11,9390.00%
432Pimco Corporate Opportunity FundPTY820$11,8000.00%
433DT MIDSTREAM ORD WIDTM150$11,7990.00%
434Fulton Financial Corp360271100635$11,5130.00%
435Liberty Global Inc Ser CLBTYK527$11,3880.00%
436Metlife IncMET-PF138$11,3820.00%
437Danone Spon Adr23636T100768$11,2130.00%
438Magna Intl Inc Cl A Vtgf559222401271$11,1220.00%
439Vodafone Group Plc Adr92857W3081,107$11,0920.00%
440Leggett & Platt IncLEG800$10,8960.00%
441CubeSmartCUBE200$10,7660.00%
442HA Sustainable Infrastructure Capital Inc41068X100300$10,3410.00%
443Ferguson PLCFERG52$10,3260.00%
444iShares Interm Government/Credit Bd46428861290$9,6790.00%
445iShares US Aerospace & Defense46428876062$9,2780.00%
446Schwab Fundamental US Large Company ETF808524771125$8,9700.00%
447Agilent Technologies IncA59$8,7600.00%
448Thor Industries Inc88516010177$8,4620.00%
449Hewlett Packard EnterprisesHPE-PC400$8,1840.00%
450Amern Tower Corp Class A03027X10035$8,1400.00%
451Exelon CorporationEXC200$8,1100.00%
452V F CorporationVFC400$7,9800.00%
453Chesapeake Financial Shares IncCPKF412$7,9520.00%
454Comerica Incorporated200340107130$7,7880.00%
455Stryker CorpSYK21$7,5860.00%
456Invesco Financial Preferred ETFIVZ484$7,5790.00%
457Marvell Tech Group LtdMRVL102$7,3660.00%
458NET LEASE OFFICE PROPERTIES ORD WINLOP237$7,2570.00%
459Transdigm Group IncTDG5$7,1360.00%
460Synopsys IncSNPS14$7,0890.00%
461Diamondback Energy Inc Com Usd0.01FANG41$7,0680.00%
462Goldman Sachs ActiveBeta EMkts Eq ETFNVGLF200$7,0220.00%
463MSCI IncMSCI12$6,9950.00%
464Reinsurance Grp Of Amer75935160432$6,9720.00%
465Shopify IncSHOP85$6,8120.00%
466PowerShares FTSE RAFI US 1500 Sm-Mid ETFIVZ160$6,6480.00%
467Apollo Commercial Real Estate Finance Inc03762U105700$6,4330.00%
468Sherwin Williams CoSHW16$6,1070.00%
469Howmet Aerospace IncHWM58$5,8150.00%
470Costar Group IncCSGP76$5,7330.00%
471Royal Caribbean Cruises LtdV7780T10331$5,4980.00%
472Schwab US Mid-Cap ETF80852450865$5,4270.00%
473Equinix Inc NewEQIX6$5,3260.00%
474Old Republic Intl Corp680223104150$5,3130.00%
475Healthpeak Properties OrdDOC228$5,2140.00%
476Grainger W W Inc3848021045$5,1940.00%
477Principal Financial GrpPFG59$5,0680.00%
478Hartford Finl Svcs GrpHIG-PG43$5,0570.00%
479Invesco NASDAQ 100 ETFIVZ25$5,0210.00%
480The Chemours CompanyCC246$4,9990.00%
481CAVA GROUP ORDCAVA40$4,9540.00%
482Lam Research CorporationLRCX6$4,8960.00%
483Dollar General Corp25667710557$4,8490.00%
484WARNER BROS. DISCOVERY SRS A ORD WIWBD586$4,8350.00%
485Berry Plastics Group Inc08579W10370$4,7590.00%
486Etsy Inc comETSY85$4,7200.00%
487Equifax IncEFX16$4,7020.00%
488Innovative Industrial Properties IncINHD35$4,6920.00%
489Yum China Hldgs Inc ComYUMC103$4,6370.00%
490O Reilly Automotive Inc67103H1074$4,6060.00%
491Pulte Homes Inc74586710132$4,5930.00%
492E O G Resources IncEOG37$4,5480.00%
493LEMONADE ORDLMND274$4,5180.00%
494Nrg Energy Inc NewNRG49$4,4640.00%
495Zimmer Biomet Holdings IncZBH40$4,3180.00%
496Martin Marietta Matrls5732841068$4,3060.00%
497Compass Diversified HoldingsCODI-PC190$4,2050.00%
498Boston Properties IncBXP52$4,1840.00%
499Constellation Brand Cl ASTZ16$4,1230.00%
500iShares Core US Treasury Bond46429B267175$4,1040.00%