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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 Q2 2025 · Filed August 11, 2025 · Accession 0001591122-25-000007

Total Value
$2.11B
Positions
590
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1IShares S&P 500 Index464287200657,131$408.0M19.38%
2iShares Core MSCI EAFE46432F8422,470,819$206.3M9.80%
3Microsoft CorpMSFT164,411$81.8M3.88%
4Raytheon Technologies OrdRTX473,306$69.1M3.28%
5iShares Russell Midcap Value464287473515,391$68.1M3.23%
6Brookfield Corporation11271J1071,097,631$67.9M3.22%
7Alphabet Inc. Class CGOOG366,001$64.9M3.08%
8Mastercard IncMA109,951$61.8M2.93%
9Berkshire Hathaway Cl BBRK-A124,907$60.7M2.88%
10Auto Data ProcessingADP185,744$57.3M2.72%
11Apple Computer IncAAPL271,983$55.8M2.65%
12Johnson & JohnsonJNJ336,611$51.4M2.44%
13iShares Core MSCI Emerging Markets ETF46434G103847,755$50.9M2.42%
14Progressive Corp Ohio743315103183,438$49.0M2.32%
15Wal-Mart Stores IncWMT493,542$48.3M2.29%
16Merck & Co IncMRK589,400$46.7M2.22%
17Comcast Corp New Cl ACCZ1,260,026$45.0M2.14%
18ConocophillipsCOP455,963$40.9M1.94%
19Duke Energy NewDUKB324,842$38.3M1.82%
20Pepsico IncorporatedPEP282,763$37.3M1.77%
21Union Pacific CorpUNP154,751$35.6M1.69%
22iShares Core S&P Total US Stock Mkt464287150258,328$34.9M1.66%
23Home Depot IncHD93,760$34.4M1.63%
24Mc Donalds CorpMCD114,958$33.6M1.60%
25Williams Companies969457100426,509$26.8M1.27%
26Vanguard Total World Stock ETF922042742178,195$22.9M1.09%
27Vanguard 500 ETF92290836336,657$20.8M0.99%
28iShares MSCI ACWI ex US ETF464288240309,464$18.9M0.90%
29iShares MSCI EAFE464287465165,959$14.8M0.70%
30Philip Morris Intl Inc71817210976,367$13.9M0.66%
31Markel Group IncMKL6,065$12.1M0.58%
32Enterprise Prd Prtnrs Lp293792107363,325$11.3M0.54%
33SPDR S&P 500 IndexSPY15,811$9.8M0.46%
34Vanguard Dividend Appreciation92190884443,645$8.9M0.42%
35Amazon Com IncAMZN33,915$7.4M0.35%
36Nvidia CorpNVDA45,365$7.2M0.34%
37Visa IncV20,160$7.2M0.34%
38Ishares S&P 500 Growth46428730959,238$6.5M0.31%
39iShares MSCI Emrg Mkt Fd464287234121,558$5.9M0.28%
40Altria Group IncMO88,405$5.2M0.25%
41Alphabet Inc. Class AGOOG28,471$5.0M0.24%
42Fairfax Financial Hldgs Ltd Sub VtgFRFFF2,677$4.8M0.23%
43Sector Spdr Tech Select81369Y80316,348$4.1M0.20%
44Ishares S&P Midcap46428770537,748$4.0M0.19%
45American Century U.S. Quality Value ETF02507220858,619$3.6M0.17%
46Exxon Mobil CorporationXOM32,868$3.5M0.17%
47iShares S&P 10046428710111,520$3.5M0.17%
48Jpmorgan Chase & CoVYLD10,853$3.1M0.15%
49iShares ESG Aware MSCI EAFE ETF46435G51633,677$3.0M0.14%
50Invesco S&P 500 Equal Weight ETFIVZ13,798$2.5M0.12%
51Vanguard Mid-Cap ETF9229086298,372$2.3M0.11%
52C S X CorpCSX71,252$2.3M0.11%
53Costco Whsl Corp New22160K1052,327$2.3M0.11%
54Oracle CorporationORCL-PD10,186$2.2M0.11%
55Lowes Companies Inc5486611079,947$2.2M0.10%
56Berkshire Hathaway Inc ABRK-A3$2.2M0.10%
57Mondelez Intl Inc Cl A60920710530,772$2.1M0.10%
58Raymond James Finl Inc75473010913,416$2.1M0.10%
59Ishares Russell Midcap46428749922,305$2.1M0.10%
60Truist Finl Corp Com89832Q10939,199$1.7M0.08%
61Vanguard Total Stock Mkt9229087695,311$1.6M0.08%
62iShares ESG Aware MSCI EM ETF46434G86339,458$1.5M0.07%
63Procter & Gamble7427181099,640$1.5M0.07%
64Trane Technologies PLCTT3,410$1.5M0.07%
65Cisco Systems IncCSCO21,201$1.5M0.07%
66SPDR Gold MiniSharesGLDW21,975$1.4M0.07%
67Chevron CorporationCVX9,603$1.4M0.07%
68Netflix IncNFLX1,001$1.3M0.06%
69Abbott LaboratoriesABLZF9,299$1.3M0.06%
70Meta Platforms IncMETA1,649$1.2M0.06%
71Ishares Tr Russell4642876223,548$1.2M0.06%
72Abbvie Inc Com Usd0.01ABBV6,472$1.2M0.06%
73Coca Cola CompanyKO16,676$1.2M0.06%
74DIMENSIONAL U S CORE EQUITY 2 ETF25434V70832,405$1.2M0.06%
75Norfolk Southern Corp6558441084,383$1.1M0.05%
76Qualcomm IncQCOM6,898$1.1M0.05%
77Intl Business MachinesINTR3,726$1.1M0.05%
78Elevance Health IncELV2,793$1.1M0.05%
79Blackrock IncBLK1,032$1.1M0.05%
80Universal Corp VaUVV17,793$1.0M0.05%
81PIMCO Enhanced Short Maturity Active ETF72201R83310,198$1.0M0.05%
82Caterpillar IncCAT2,568$996,9230.05%
83Intuitive Surgical NewISRG1,811$984,1160.05%
84Select Sector Spdr Trust The Utilities Select Sect81369Y88612,042$983,3500.05%
85Intuit IncINTU1,217$958,5980.05%
86Ishares Russell 20004642876554,361$941,1010.04%
87General Electric Company3696043013,636$935,8700.04%
88Nuveen ESG Mid-Cap Value ETFNU25,648$924,6250.04%
89Bank Of America Corp06050510419,424$919,1440.04%
90MicroStrategy IncSTRK2,221$897,7950.04%
91Broadcom IncAVGO3,237$892,2790.04%
92Applied Materials Inc0382221054,861$889,9030.04%
93Sector Spdr Fincl Select81369Y60516,909$885,5240.04%
94PowerShares QQQ ETFIVZ1,598$881,5210.04%
95Eli Lilly and CoLLY1,090$849,6880.04%
96Dominion Res Inc Va NewD14,508$819,9700.04%
97Utd Dominion Rlty Tr IncUDR19,913$813,0480.04%
98Emerson Electric CoEMR5,957$794,2470.04%
99Vanguard Value ETF9229087444,487$793,0320.04%
100Ishares Russell Midcap Growth4642874815,652$783,8190.04%
101Morgan StanleyMS-PQ5,431$765,0650.04%
102Goldman Sachs Group IncGSCE1,038$734,6450.03%
103Sector Spdr Health Fund81369Y2095,383$725,5750.03%
104Illinois Tool Works Inc4523081092,908$718,8920.03%
105Zoetis IncZTS4,530$706,4540.03%
106United Bankshares IncUNTCW18,654$679,5740.03%
107Fairfax India Ho-Sub Com Sub Vtg Shs Isi30389710236,200$672,9580.03%
108Atlantic Un Bankshares Corp04911A10721,196$663,0110.03%
109iShares US Healthcare46428776211,674$659,3480.03%
110Thermo Electron CorpTMO1,626$659,2780.03%
111Cintas CorpCTAS2,924$651,6720.03%
112Blackstone Group LPBX4,248$635,4160.03%
113Ishares S&P Smcap Value4642878796,270$623,8020.03%
114Vanguard Information Technology ETF92204A702913$605,5750.03%
115Fiserv IncFISV3,508$604,8140.03%
116Tri Continental Corp89543610319,028$602,4260.03%
117Vanguard FTSE International92194385810,453$595,9350.03%
118Honeywell International4385161062,512$584,9430.03%
119Taiwan Semiconductr Adrf8740391002,557$579,1350.03%
120The Southern CompanySOMN6,229$572,0190.03%
121Ishares Russell 2000 Value ETF4642876303,600$567,9360.03%
122Amgen IncorporatedAMGN1,973$550,8810.03%
123Plymouth Industrial REIT Inc72964010232,674$524,7440.02%
124Broadridge Finl Solution11133T1032,130$517,6540.02%
125General Dynamics CorpGD1,772$516,8220.02%
126Marriott Intl Inc Cl A5719032021,891$516,6400.02%
127Vanguard Reit9229085535,709$508,4440.02%
128Newmarket CorporationNEU735$507,7820.02%
129United Rentals IncURI669$504,0250.02%
130Sysco CorporationSYY6,584$498,6720.02%
131Microchip Technology IncMCHPP7,038$495,2910.02%
132Texas Instruments Inc8825081042,356$489,1530.02%
133Vanguard Index Funds Vanguard High Dividend Yield9219464063,612$481,5160.02%
134Arthur J Gallagher & Co3635761091,498$479,5400.02%
135Ge Vernova Llc ComGEV906$479,4100.02%
136Starbucks CorpSBUX5,193$475,8670.02%
137Carmax IncKMX6,976$468,8570.02%
138Spdr Gold TRUSTGLD1,504$458,5200.02%
139American Express CompanyAXP1,426$454,8650.02%
140Adobe Systems IncADBE1,167$451,4890.02%
141Verizon CommunicationsVZ10,306$445,9410.02%
142Ishares Barclays Aggregate Bond4642872264,470$443,4520.02%
143iShares MSCI Global Mtls&Mng Prdcrs ETF46434G84811,700$439,9200.02%
144Vanguard S&P 500 Value ETF9219327032,330$439,6470.02%
145Fortinet IncFTNT4,057$428,9060.02%
146Owens & Minor Inc Hldg Co69073210246,894$426,7350.02%
147Diageo Plc New AdrDGEAF4,220$425,5450.02%
148Waste Management, INC.94106L1091,858$425,1500.02%
149Nextera Energy Inc ComNEE-PW5,985$415,4790.02%
150Air Prod & Chemicals IncAIIR1,457$410,9610.02%
151CALVERT US LRG CAP RESPO INDX ETFMS-PQ5,276$403,8250.02%
152Paychex IncPAYX2,753$400,4510.02%
153Mckesson CorporationMCK518$379,5800.02%
154CBRE Group IncCBRE2,637$369,4960.02%
155Brookfield Asset Management1130041056,649$367,5570.02%
156Fastenal CoFAST8,726$366,4920.02%
157Teledyne TechnologiesTDY708$362,7150.02%
158Pnc Finl Services Gp Inc6934751051,933$360,3390.02%
159Entergy Corp NewENO4,276$355,4210.02%
160Vanguard Growth ETF922908736805$352,7580.02%
1613m CompanyMMM2,314$352,2580.02%
162Dover CorporationDOV1,905$349,0530.02%
163Deere & CoDE665$338,1460.02%
164Cigna Corp1255231001,013$334,8780.02%
165Amphenol Corp Cl A0320951013,361$331,8990.02%
166Capital One Financial Cp14040H1051,547$329,1450.02%
167Vanguard Mid Cap Value9229085121,949$320,5330.02%
168Vanguard Health Care ETF92204A5041,262$313,4800.01%
169iShares Currency Hedged MSCI EAFE46434V8038,103$307,5900.01%
170Advanced Micro DevicesAMD2,146$304,5170.01%
171Ishares S&P Small-Cap4642878872,288$304,3960.01%
172Ishares Dj Select Div Fd4642871682,260$300,1510.01%
173Danaher Corp Del2358511021,499$296,0670.01%
174Nucor CorpNUE2,248$291,2060.01%
175NetApp IncNTAP2,730$290,8820.01%
176Aon Plc Com Usd0.01 Cl AAON811$289,3320.01%
177Blue Ridge Bankshares IncBRBS78,305$281,1160.01%
178A T & T Inc NewT-PC9,643$279,0680.01%
179Chubb CorporationCB935$271,0180.01%
180Northrop Grumman CorpNOC530$264,9890.01%
181Diamonds TRUST Series I78467X109600$264,3900.01%
182Micron Technology IncMU2,044$251,9230.01%
183Biogen Idec IncBIIB2,000$251,1800.01%
184Boeing CoBA-PA1,193$249,9690.01%
185Gilead Sciences IncGILD2,254$249,9010.01%
186Vanguard Total International Stock ETF9219097683,609$249,3460.01%
187Parker-Hannifin CorpPH352$245,8610.01%
188Allstate CorporationALL-PJ1,200$241,5720.01%
189Encompass Health CorpEHC1,918$235,2040.01%
190Kinsale Cap Group Inc Com49714P108485$234,6920.01%
191Kimberly-Clark CorpKMB1,817$234,2480.01%
192Salesforce ComCRM841$229,3320.01%
193Iron Mountain Inc New46284V1012,222$227,9110.01%
194Enbridge IncENNPF5,011$227,0990.01%
195Ingersoll-Rand plcIR2,723$226,4990.01%
196Hca IncHCA591$226,2640.01%
197United Parcel Service BUPS2,219$224,0160.01%
198Ishares Nasdaq Biotechnology4642875561,750$221,3930.01%
199Disney Walt Co2546871061,732$214,7850.01%
200L3Harris Technologies OrdLHX852$213,7160.01%
201Main Str Cap Corp Com56035L1043,600$212,7600.01%
202Accenture Ltd Cl AACN707$211,2280.01%
203Berkley W R CorpWRB-PH2,863$210,3450.01%
204Canadian Pac RailwayCP2,625$208,0840.01%
205Intel CorpINTC9,198$206,0350.01%
206Corning IncGLW3,808$200,2630.01%
207Target CorporationTGT2,020$199,2730.01%
208Dexcom IncDXCM2,236$195,1800.01%
209Kraft Heinz Co ComKHC7,321$189,0280.01%
210Vanguard S&P Mid-Cap 400 Value ETF9219328441,975$188,5530.01%
211Novartis A G Spon AdrNVSEF1,556$188,2920.01%
212Albemarle CorpALB-PA3,000$188,0100.01%
213Ford Motor Company New34537086016,276$176,5910.01%
214EPR Properties26884U1093,000$174,7800.01%
215Prudential Financial IncPUKPF1,602$172,1190.01%
216SPDR S&P Bank ETF78464A7972,989$166,6670.01%
217Edwards Lifesciences CpEW2,063$161,3470.01%
218Avery Dennison CorpAVY911$159,8530.01%
219PrologisPLDGP1,500$157,6800.01%
220Apollo Global Management LLC Class A03769M1061,100$156,0570.01%
221Sempra EnergySREA2,042$154,7220.01%
222Seagate TechnologySE1,050$151,5470.01%
223Wells Fargo & Co New9497461011,806$144,6970.01%
224Unilever Plc Adr NewUNLYF2,274$139,1010.01%
225Ameriprise Financial Inc03076C106254$135,5670.01%
226Amer Electric Pwr Co Inc0255371011,293$134,1620.01%
227T J X Cos Inc8725401091,079$133,2460.01%
228Ross Stores IncROST980$125,0280.01%
229Schwab US Large-Cap ETF8085242014,976$121,6130.01%
230Genuine Parts CoGPC1,000$121,3100.01%
231Stantec IncSTN1,115$121,1780.01%
232Citigroup IncC-PR1,414$120,3600.01%
233Vanguard Mega Cap ETF921910873526$118,3080.01%
234D WAVE QUANTUM ORDQBTS7,985$116,9000.01%
235NXP Semiconductors NVNXPI531$115,9290.01%
236SPDR Portfolio S&P 500 Value ETF78464A5082,200$115,1480.01%
237Pfizer IncorporatedPFE4,746$115,0400.01%
238Gildan Activewear IncGIL2,311$113,7940.01%
239ETFS Physical PalladiumPALL1,125$113,1860.01%
240K L A Tencor CorpKLAC125$111,9680.01%
241iShares Silver TrustSLV3,382$110,9630.01%
242Canadian Natl Ry Co1363751021,065$110,8030.01%
243Vanguard Intl Eqty Index9220427751,589$106,8050.01%
244Nestle S A Reg B Adr6410694061,075$106,7690.01%
245Quest Diagnostic IncDGX590$105,9820.01%
246PTC IncPTC614$105,8170.01%
247Southwest Airlines Co8447411083,178$103,0940.00%
248Tesla, IncTSLA313$99,4280.00%
249Aptargroup IncATR630$98,5510.00%
250Roku Inc Com Cl AROKU1,067$93,7790.00%
251Energy Transfer Equity LPET-PI5,164$93,6290.00%
252Analog Devices IncADI381$90,7920.00%
253Sprott Physical Gold & Silver TrustSII3,000$90,3000.00%
254Ares Capital CorpARCC4,100$90,0360.00%
255Genworth Financial Inc37247D10611,480$89,3140.00%
256Motorola Solutions Inc Com NewMSI211$88,7520.00%
257Vanguard Small Cap922908751373$88,3940.00%
258NortonLifeLock IncGENVR3,005$88,3470.00%
259General Motors Corp37045V1001,613$79,3610.00%
260Royal Bk Of Canada Isin #ca7800871021780087102600$78,9300.00%
261FIDELITY WISE ORIGIN BITCOIN FUNDFBTC817$76,7490.00%
262Bp Plc AdrBPPFF2,548$76,2620.00%
263Oneok Inc NewOKE934$76,2420.00%
264Heico CorpHEI-A291$75,2960.00%
265Sector Spdr Materials Fd81369Y100850$74,6390.00%
266Valero Energy Corp NewVLO555$74,5390.00%
267DFA TA World ex US Core Equity I25434V8802,517$73,9240.00%
268Marsh & Mc Lennan Co Inc571748102337$73,6660.00%
269Hanover Insurance Group410867105430$73,0440.00%
270Novo-Nordisk A-S AdrNONOF1,050$72,4710.00%
271J B Hunt Transport Svcs445658107500$71,8000.00%
272VICI Properties Inc9256521092,200$71,7200.00%
273City Holding CoCHCO581$71,1260.00%
274Xcel Energy IncXELLL1,040$70,8240.00%
275Ingredion IncINGR522$70,7940.00%
276iShares Core Dividend Growth ETF46434V6211,104$70,5900.00%
277Idexx Labs Inc45168D104131$70,2610.00%
278National Retail Properties IncNNN1,600$69,0880.00%
279Vanguard Emerging Market9220428581,380$68,2550.00%
280iShares US Real Estate ETF464287739700$66,3390.00%
281Nike Inc Class BNKE912$64,7880.00%
282Colgate-Palmolive CoCL700$63,6300.00%
283Realty Income CorpO1,083$62,3920.00%
284MPLX LPMPLXP1,201$61,8800.00%
285Brookfield Infrastructure CorpBIPC1,483$61,6930.00%
286Janus Henderson AAA CLO ETF47103U8451,179$59,8320.00%
287Rush Enterprises IncRUSHB1,125$59,0400.00%
288Eversource EnergyES900$57,2580.00%
289WisdomTree SmallCap Dividend ETFWT1,769$56,1830.00%
290Cincinnati Financial Cp172062101372$55,3980.00%
291Travelers Companies IncTRV207$55,3810.00%
292Becton Dickinson & CoBDX317$54,5370.00%
293D T E Energy CompanyDTK400$52,9840.00%
294Autozone IncAZO14$51,9710.00%
295Carrier Global Corp-WiCARR700$51,2330.00%
296Essential Properties Realty Trust Inc29670E1071,550$49,4610.00%
297Schlumberger LtdSLB1,447$48,9090.00%
298Verisk Analytics Inc ClaVRSK157$48,9060.00%
299C V S Corp DelCVS700$48,2860.00%
300Eaton CorporationETN134$47,8370.00%
301Humana IncHUM195$47,6740.00%
302Br Amer Tobacco Plc Adrf1104481071,000$47,3300.00%
303Willis Towers WatsonWTW154$47,2010.00%
304AvalonBay Communities IncAWX228$46,3980.00%
305ATLANT UN BK 400 DS RP 1 SRS A PRF04911A2061,910$46,1270.00%
306Liberty Media GroupFWONB436$45,5620.00%
307Constellation Energy CoCEG141$45,5450.00%
308Evergy IncEVRG658$45,3560.00%
309Vanguard Intl Div Apprec ETF921946810502$45,2400.00%
310COPT Defense PropertiesCDP1,600$44,1280.00%
311Bristol-Myers Squibb CoCELG-RI900$41,6610.00%
312VERALTO ORD WIVLTO400$40,4110.00%
313J P MORGAN NASDAQ EQT PRM INC ETF46654Q203717$39,0050.00%
314Cardinal Health IncCAH228$38,3040.00%
315Rpm International Inc749685103346$38,0050.00%
316iShares Core MSCI Total Intl Stk ETF46432F834490$37,8500.00%
317Lennar Corp Cl ALEN-B342$37,8290.00%
318Old Dominion Freight LnsODFL232$37,6540.00%
319Dell IncDELL305$37,3930.00%
320Vanguard Mid-Cap Growth ETF922908538129$36,6860.00%
321GE HEALTHCARE TECHNOLOGIES ORD WIGEHC490$36,2940.00%
322SELECT STOXX EUROPE ASPC DFN ETF84858T772841$36,2890.00%
323LINKBANCORP ORDLNKB4,938$36,0970.00%
324Electronic Arts IncEA225$35,9330.00%
325Vanguard Small-Cap Value ETF922908611183$35,6870.00%
326LUCID GROUP ORDLCID16,500$34,8150.00%
327Toro CompanyTORO490$34,6330.00%
328OWL ROCK CAPITAL ORDOWL2,400$34,4160.00%
329InvenTrust Properties Corp.46124J2011,250$34,2500.00%
330Rowe T Price Group IncTROW346$33,3450.00%
331Brookfield Infra PtnrsG16252101950$31,8250.00%
332Sanfilippo John B & Son IncJBSS500$31,6200.00%
333Highwoods Pptys Inc4312841081,017$31,6190.00%
334New Jersey Resources CorporationNJR700$31,3740.00%
335Unumprovident CorpUNMA387$31,2540.00%
336Charter Communications Inc16119P10872$29,4340.00%
337Solventum Corp Com ShsSOLV386$29,2740.00%
338Dupont De Nemours IncDD424$29,0820.00%
339Carlyle Secured Lending IncCGBD2,100$28,7280.00%
340C M S Energy CorpCMS-PC400$27,7120.00%
341Moderna IncMRNA1,000$27,5900.00%
342Autonation IncAN138$27,4140.00%
343Everest Re Group LtdEG80$27,1880.00%
344Companhia Vale Do AdrRTNTF453$26,4230.00%
345U G I Corporation New902681105720$26,2220.00%
346Mercadolibre IncMELI10$26,1360.00%
347E O G Resources IncEOG218$26,0750.00%
348Alexandria Real Est Eqty015271109350$25,4210.00%
349Fidelity Natl Info Svcs31620M106312$25,4000.00%
350BROADSTONE NET LEASE ORDBNL1,579$25,3430.00%
351Starwood Property Trust Inc.STHO1,250$25,0880.00%
352W P Carey Inc92936U109402$25,0770.00%
353Schwab US Large-Cap Growth ETF808524300856$25,0160.00%
354Etsy Inc comETSY490$24,5780.00%
355iShares Bitcoin Trust ETFIBIT395$24,1780.00%
356Omega Healthcare Investors Inc681936100650$23,8230.00%
357Vertex Pharmaceuticals IncVRTX53$23,5960.00%
358Zoom Video Communications, IncZM300$23,3940.00%
359Lockheed Martin CorpLMT50$23,1570.00%
360Lyondellbasell Industries NVLYB400$23,1440.00%
361P P G Industries Inc693506107203$23,0910.00%
362Ishares S&P Smallcap Core ETF464287804208$22,7780.00%
363U S Bancorp Del NewUSB-PS500$22,6310.00%
364Pimco Corporate Opportunity FundPTY1,620$22,5340.00%
365Schwab US Dividend Equity ETF808524797830$21,9950.00%
366Stag Industrial Inc85254J102600$21,7680.00%
367CareTrust REIT IncCTRE700$21,4200.00%
368iShares MSCI USA ESG Select ETF464288802165$20,9140.00%
369iShares MSCI KLD 400 Social ETF464288570180$20,9090.00%
370Brixmor Property Group Inc11120U105800$20,8320.00%
371Carpenter Technology CpCRS75$20,7290.00%
372iShares Russell Top 200 Growth ETF46428943883$20,4600.00%
373FIDELITY ENHANCED LARGE CAP ETF31609A305552$20,4410.00%
374Kontoor Brands Inc COMKTB300$19,7910.00%
375A E S CorpAES1,875$19,7250.00%
376Hewlett-Packard CompanyHPQ800$19,5680.00%
377Unitedhealth Group IncUNH62$19,4910.00%
378CALVERT US MID CR RESPON INDX ETFMS-PQ299$18,1490.00%
379ARS Pharmaceuticals IncSPRY1,000$17,4500.00%
380Lamb Weston Holdings IncLW333$17,2660.00%
381Johnson Controls IncG51502105160$16,8990.00%
382iShares MSCI USA Minimum Volatility46429B697180$16,8970.00%
383Power Corp Cda Isin739239101432$16,8400.00%
384Yum Brands IncYUM113$16,7440.00%
385Schwab US Aggregate Bond ETF808524839718$16,6960.00%
386Vanguard Small-Cap Growth ETF92290859560$16,6160.00%
387Shift4 Payments Inc82452J109167$16,5510.00%
388DT MIDSTREAM ORD WIDTM150$16,4870.00%
389Virginia National Bankshares Corp928031103442$16,3540.00%
390Spirit Aerosystems Hldgs848574109425$16,2140.00%
391Hologic IncHOLX247$16,0950.00%
392Republic Services Inc76075910065$16,0300.00%
393Vanguard ESG US Stock ETF921910733146$16,0070.00%
394Shore Bancshares IncSHBI1,000$15,7200.00%
395Pinnacle West Capital CpPNW174$15,5680.00%
396General Mills Inc370334104300$15,5430.00%
397Exelon CorporationEXC355$15,4140.00%
398Avista CorpAVA400$15,1800.00%
399First Trust Value Line Dividend ETF33734H106336$15,0190.00%
400Dollar Tree IncDLTR150$14,8560.00%
401Public StoragePSA-PS51$14,8310.00%
402Extra Space Storage IncEXR100$14,7440.00%
403Regeneron PharmaceuticalsREGN28$14,7000.00%
404Newmont Mining CorpNEMCL250$14,5650.00%
405WESTERN GAS PARTNERS LPWES375$14,5130.00%
406Church & Dwight Co IncCHD146$14,0320.00%
407APPLOVIN CORP CL AAPP39$13,6800.00%
408Howmet Aerospace IncHWM70$13,0290.00%
409Devon Energy Cp New25179M103400$12,7240.00%
410Canadian Natural Res136385101400$12,5600.00%
411Tanger Fctry Outlet CtrsSKT406$12,4150.00%
412Fidelity MSCI Consumer Staples ETF316092303240$12,2760.00%
413LEMONADE ORDLMND274$12,0040.00%
414Akamai TechnologiesAKAM148$11,8040.00%
415iShares US Aerospace & Defense46428876062$11,6960.00%
416T-Mobile Us IncTMUSZ48$11,4360.00%
417Snowflake IncSNOW50$11,1890.00%
418Metlife IncMET-PF138$11,0980.00%
419America First Multifamily Investors LPGHI972$11,0030.00%
420Medical Pptys Tr Inc58463J3042,350$10,1290.00%
421iShares Interm Government/Credit Bd46428861293$9,9040.00%
422Pub Svc Ent Group Inc744573106117$9,8730.00%
423Vanguard World Fd Esg International Stock Etf921910725150$9,8250.00%
424Shopify IncSHOP85$9,8050.00%
425Vaxart Inc Com NewVXRT21,484$9,7110.00%
426Royal Caribbean Cruises LtdV7780T10331$9,7070.00%
427Baxter International Inc071813109320$9,6900.00%
428Chipotle Mexican GrillCMG170$9,5460.00%
429S&p Global IncSPGI18$9,4910.00%
430WARNER BROS. DISCOVERY SRS A ORD WIWBD766$8,7780.00%
431Chesapeake Financial Shares IncCPKF412$8,5900.00%
432CubeSmartCUBE200$8,5000.00%
433Dow Chemical CompanyDOW319$8,4470.00%
434Hewlett Packard EnterprisesHPE-PC400$8,1800.00%
435HA Sustainable Infrastructure Capital Inc41068X100300$8,0580.00%
436Welltower Inc ComWELL52$7,9940.00%
437Marvell Tech Group LtdMRVL102$7,9230.00%
438Transdigm Group IncTDG5$7,6030.00%
439Goldman Sachs ActiveBeta EMkts Eq ETFNVGLF200$7,4420.00%
440Synopsys IncSNPS14$7,1780.00%
441MSCI IncMSCI12$6,9210.00%
442Astrazeneca Plc AdrAZN99$6,9180.00%
443Invesco Financial Preferred ETFIVZ484$6,8290.00%
444Corteva Inc comCTVA91$6,7820.00%
445Apollo Commercial Real Estate Finance Inc03762U105700$6,7760.00%
446PowerShares FTSE RAFI US 1500 Sm-Mid ETFIVZ160$6,5070.00%
447Tapestry IncTPR74$6,4980.00%
448Arvinmeritor Inc04206820540$6,4700.00%
449UPSTART HOLDINGS INCUPST100$6,4680.00%
450Reinsurance Grp Of Amer75935160432$6,3480.00%
451Comfort Systems USA Inc19990810412$6,2050.00%
452Bloom Energy Corp Class ABE257$6,1470.00%
453Fedex CorporationFDX27$6,1370.00%
454Costar Group IncCSGP76$6,1100.00%
455Lam Research CorporationLRCX60$5,8400.00%
456Old Republic Intl Corp680223104150$5,7660.00%
457Diamondback Energy Inc Com Usd0.01FANG41$5,6330.00%
458Linde plcLIN12$5,6300.00%
459Schwab US Mid-Cap ETF808524508197$5,5370.00%
460O Reilly Automotive Inc67103H10760$5,4080.00%
461Vodafone Group Plc Adr92857W308477$5,0850.00%
462Lululemon Athletica IncLULU21$4,9890.00%
463BLUE OWL CAPITAL CL A ORDOWL253$4,8600.00%
464Paypal Hldgs IncPYPL65$4,8310.00%
465Archer-Daniels-Midlnd CoADM90$4,7500.00%
466MILLROSE PROPERTIES INCWHEN ISSUED601137102166$4,7330.00%
467V F CorporationVFC400$4,7000.00%
468Amcor Plc Com Usd0.01AMCCF507$4,6590.00%
469Wabtec92974010822$4,6060.00%
470Yum China Hldgs Inc ComYUMC103$4,6050.00%
471Dollar General Corp25667710537$4,2480.00%
472ServiceNow IncNOW4$4,1120.00%
473iShares Core US Treasury Bond46429B267179$4,1030.00%
474Cameco CorpCCJ54$4,0410.00%
475Townebank Portsmouth Va89214P109116$3,9650.00%
476Nrg Energy Inc NewNRG24$3,8540.00%
477Fidelity MSCI Materials ETF31609288175$3,7400.00%
478Delta Air Lines Inc NewDAL76$3,7380.00%
479Zimmer Biomet Holdings IncZBH40$3,6480.00%
480Baker Hughes a GE CoBKR94$3,6040.00%
481Kinder Morgan IncEP-PC117$3,4400.00%
482Fluor Corporation NewFLR66$3,3840.00%
483Pulte Homes Inc74586710132$3,3750.00%
484CAVA GROUP ORDCAVA40$3,3690.00%
485IONQ ORDIONQ-WT78$3,3520.00%
486Block IncBSQKZ49$3,3290.00%
487Banco Santander SABCDRF400$3,3200.00%
488Targa Resources CorpTRGP19$3,3080.00%
489Agilent Technologies IncA28$3,3040.00%
490Huntington Bancshs IncHBANP194$3,2470.00%
491Grainger W W Inc3848021043$3,1210.00%
492The Chemours CompanyCC272$3,1140.00%
493Boston Scientific CorpBSX28$3,0070.00%
494RIGETTI COMPUTING ORDRGTIW252$2,9890.00%
495J M Smucker Co New83269640530$2,9460.00%
496TXNM Energy IncTXNM50$2,8160.00%
497Kroger CompanyKR39$2,7970.00%
498Mylan NvVTRS301$2,6880.00%
499Hypatia Women CEO ETF90214Q57690$2,6720.00%
500Hartford Finl Svcs GrpHIG-PG21$2,6640.00%