Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 Q4 2025 · Filed February 13, 2026 · Accession 0001591122-26-000002

Total Value
$2.62B
Positions
609
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1IShares S&P 500 Index464287200662,356$453.7M17.33%
2iShares Core MSCI EAFE46432F8422,858,755$255.7M9.77%
3Sprott Physical Gold Trust UnitSII5,138,572$169.7M6.48%
4Alphabet Inc. Class CGOOG348,675$109.4M4.18%
5Microsoft CorpMSFT181,016$87.5M3.34%
6Raytheon Technologies OrdRTX451,381$82.8M3.16%
7iShares Russell Midcap Value464287473539,682$76.1M2.91%
8Apple Computer IncAAPL272,807$74.2M2.83%
9Brookfield Corporation11271J1071,615,356$74.1M2.83%
10Johnson & JohnsonJNJ335,135$69.4M2.65%
11Mastercard IncMA118,584$67.7M2.59%
12Merck & Co IncMRK610,573$64.3M2.45%
13Berkshire Hathaway Cl BBRK-A125,066$62.8M2.40%
14Amazon Com IncAMZN267,515$61.7M2.36%
15iShares Core MSCI Emerging Markets ETF46434G103896,439$60.3M2.30%
16Wal-Mart Stores IncWMT487,266$54.3M2.07%
17Auto Data ProcessingADP209,836$54.0M2.06%
18Jpmorgan Chase & CoVYLD151,264$48.7M1.86%
19ConocophillipsCOP490,606$45.9M1.75%
20Progressive Corp Ohio743315103190,238$43.3M1.65%
21iShares Core S&P Total US Stock Mkt464287150257,964$38.4M1.46%
22Duke Energy NewDUKB323,963$38.0M1.45%
23Union Pacific CorpUNP162,804$37.7M1.44%
24Mc Donalds CorpMCD119,538$36.5M1.40%
25Home Depot IncHD101,584$35.0M1.34%
26Williams Companies969457100436,298$26.2M1.00%
27Vanguard Total World Stock ETF922042742178,346$25.2M0.96%
28Vanguard 500 ETF92290836335,615$22.3M0.85%
29iShares MSCI ACWI ex US ETF464288240308,971$20.7M0.79%
30Markel Group IncMKL7,965$17.1M0.65%
31iShares MSCI EAFE464287465165,915$15.9M0.61%
32SPDR S&P 500 IndexSPY18,101$12.3M0.47%
33Philip Morris Intl Inc71817210975,043$12.0M0.46%
34Enterprise Prd Prtnrs Lp293792107360,341$11.6M0.44%
35Nvidia CorpNVDA50,831$9.5M0.36%
36Vanguard Dividend Appreciation92190884442,605$9.4M0.36%
37Alphabet Inc. Class AGOOG28,467$8.9M0.34%
38Ishares S&P 500 Growth46428730960,466$7.5M0.28%
39iShares MSCI Emrg Mkt Fd464287234121,558$6.7M0.25%
40Amphenol Corp Cl A03209510141,764$5.6M0.22%
41Visa IncV15,124$5.3M0.20%
42Fairfax Financial Hldgs Ltd Sub VtgFRFFF2,677$5.1M0.20%
43Altria Group IncMO87,656$5.1M0.19%
44Sector Spdr Tech Select81369Y80332,696$4.7M0.18%
45Ishares S&P Midcap46428770537,748$4.2M0.16%
46Ishares S&P 500 Value46428740819,058$4.0M0.15%
47Exxon Mobil CorporationXOM32,879$4.0M0.15%
48iShares S&P 10046428710111,502$3.9M0.15%
49Invesco S&P 500 Quality ETFIVZ52,185$3.9M0.15%
50The Charles Schwab CorpSCHW-PJ37,927$3.8M0.14%
51iShares ESG Aware MSCI EAFE ETF46435G51638,609$3.7M0.14%
52Eaton CorporationETN9,994$3.2M0.12%
53Invesco S&P 500 Equal Weight ETFIVZ14,038$2.7M0.10%
54T J X Cos Inc87254010917,238$2.6M0.10%
55Pepsico IncorporatedPEP18,223$2.6M0.10%
56C S X CorpCSX71,254$2.6M0.10%
57Cadence Design SystemCDNS8,030$2.5M0.10%
58Lowes Companies Inc5486611079,947$2.4M0.09%
59Vanguard Mid-Cap ETF9229086298,264$2.4M0.09%
60Iqvia Hldgs IncIQV10,439$2.4M0.09%
61Berkshire Hathaway Inc ABRK-A3$2.3M0.09%
62Cintas CorpCTAS11,473$2.2M0.08%
63Ishares Russell Midcap46428749922,225$2.1M0.08%
64Raymond James Finl Inc75473010913,186$2.1M0.08%
65Cooper Companies New21664850125,348$2.1M0.08%
66Roper Industries IncROP4,520$2.0M0.08%
67Oracle CorporationORCL-PD10,186$2.0M0.08%
68Zoetis IncZTS15,714$2.0M0.08%
69Fair Isaac CorpFICO1,160$2.0M0.07%
70SPDR Gold MiniSharesGLDW22,789$1.9M0.07%
71Costco Whsl Corp New22160K1052,230$1.9M0.07%
72Truist Finl Corp Com89832Q10938,230$1.9M0.07%
73Vanguard Total Stock Mkt9229087695,438$1.8M0.07%
74iShares ESG Aware MSCI EM ETF46434G86340,083$1.8M0.07%
75Arthur J Gallagher & Co3635761096,687$1.7M0.07%
76Mondelez Intl Inc Cl A60920710530,423$1.6M0.06%
77Cisco Systems IncCSCO20,161$1.6M0.06%
78Mid Cap S P D R TRUSTMDY2,560$1.5M0.06%
79Ecolab IncECL5,813$1.5M0.06%
80Abbvie Inc Com Usd0.01ABBV6,468$1.5M0.06%
81Caterpillar IncCAT2,523$1.4M0.06%
82Chevron CorporationCVX9,478$1.4M0.06%
83Ishares Russell 1000 Growth4642876143,027$1.4M0.05%
84Motorola Solutions Inc Com NewMSI3,637$1.4M0.05%
85Procter & Gamble7427181099,511$1.4M0.05%
86Trane Technologies PLCTT3,410$1.3M0.05%
87Ishares Tr Russell4642876223,548$1.3M0.05%
88Sector Spdr Engy Select81369Y50629,601$1.3M0.05%
89Norfolk Southern Corp6558441084,384$1.3M0.05%
90DIMENSIONAL U S CORE EQUITY 2 ETF25434V70831,658$1.3M0.05%
91Applied Materials Inc0382221054,861$1.2M0.05%
92American Century U.S. Quality Value ETF02507220817,870$1.2M0.05%
93Qualcomm IncQCOM6,898$1.2M0.05%
94Abbott LaboratoriesABLZF9,299$1.2M0.04%
95PIMCO Enhanced Short Maturity Active ETF72201R83311,604$1.2M0.04%
96Meta Platforms IncMETA1,734$1.1M0.04%
97Coca Cola CompanyKO16,278$1.1M0.04%
98General Electric Company3696043013,671$1.1M0.04%
99Intl Business MachinesINTR3,766$1.1M0.04%
100Broadcom IncAVGO3,199$1.1M0.04%
101Bank Of America Corp06050510419,920$1.1M0.04%
102Sector Spdr Health Fund81369Y2097,022$1.1M0.04%
103Ishares Russell 20004642876554,405$1.1M0.04%
104Eli Lilly and CoLLY1,006$1.1M0.04%
105Nuveen ESG Mid-Cap Value ETFNU25,919$1.0M0.04%
106Blackrock IncBLK944$1.0M0.04%
107PowerShares QQQ ETFIVZ1,598$981,6670.04%
108Universal Corp VaUVV18,356$968,2610.04%
109Morgan StanleyMS-PQ5,440$965,8300.04%
110Intuitive Surgical NewISRG1,702$963,9450.04%
111Thermo Electron CorpTMO1,626$942,1860.04%
112Netflix IncNFLX10,010$938,5380.04%
113Sector Spdr Fincl Select81369Y60516,909$926,1060.04%
114Elevance Health IncELV2,631$922,2970.04%
115Goldman Sachs Group IncGSCE1,038$912,4020.03%
116Vanguard Value ETF9229087444,487$856,9720.03%
117Dominion Res Inc Va NewD14,548$852,3890.03%
118iShares US Healthcare46428776212,368$805,1570.03%
119Emerson Electric CoEMR5,957$790,6130.03%
120Taiwan Semiconductr Adrf8740391002,557$777,0470.03%
121Ishares Russell Midcap Growth4642874815,652$773,9850.03%
122Atlantic Un Bankshares Corp04911A10721,089$744,4420.03%
123Utd Dominion Rlty Tr IncUDR19,913$730,4090.03%
124Vanguard Information Technology ETF92204A702964$726,8130.03%
125Ishares S&P Smcap Value4642878796,270$713,0240.03%
126Illinois Tool Works Inc4523081092,751$677,4600.03%
127Intuit IncINTU1,012$670,5520.03%
128Blackstone Group LPBX4,248$654,7870.03%
129Ishares Russell 2000 Value ETF4642876303,600$652,3560.02%
130Vanguard FTSE International92194385810,436$651,9290.02%
131P10 Inc. Class A69376K10665,277$640,3670.02%
132Amgen IncorporatedAMGN1,879$615,0150.02%
133Ishares S&P National AMT-Free4642884145,648$604,9570.02%
134Select Sector Spdr Trust The Utilities Select Sect81369Y88614,059$600,1790.02%
135Spdr Gold TRUSTGLD1,504$596,0500.02%
136Tri Continental Corp89543610318,168$593,3670.02%
137Marriott Intl Inc Cl A5719032021,891$586,6640.02%
138Micron Technology IncMU2,044$583,3780.02%
139Ge Vernova Llc ComGEV886$579,0630.02%
140The Southern CompanySOMN6,229$543,1780.02%
141United Rentals IncURI667$539,8160.02%
142American Express CompanyAXP1,426$527,5490.02%
143United Bankshares IncUNTCW13,237$508,3150.02%
144Ishares Barclays Aggregate Bond4642872264,962$495,6540.02%
145Honeywell International4385161062,512$490,0230.02%
146Sysco CorporationSYY6,584$485,1750.02%
147Vanguard S&P 500 Value ETF9219327032,346$480,4920.02%
148Broadridge Finl Solution11133T1032,130$475,3520.02%
149Advanced Micro DevicesAMD2,148$460,0160.02%
150Microchip Technology IncMCHPP7,038$448,4860.02%
151Starbucks CorpSBUX5,197$437,6180.02%
152iShares MSCI Global Mtls&Mng Prdcrs ETF46434G8488,500$436,3900.02%
153Newmarket CorporationNEU629$432,2870.02%
154Mckesson CorporationMCK518$424,9100.02%
155Albemarle CorpALB-PA3,000$424,3200.02%
156CBRE Group IncCBRE2,637$424,0030.02%
157Nextera Energy Inc ComNEE-PW5,233$420,1050.02%
158Verizon CommunicationsVZ10,306$419,7630.02%
159CALVERT US LRG CAP RESPO INDX ETFMS-PQ4,876$410,7540.02%
160Texas Instruments Inc8825081042,334$404,9260.02%
161Pnc Finl Services Gp Inc6934751051,906$397,8280.02%
162Entergy Corp NewENO4,276$395,2310.02%
163Vanguard Growth ETF922908736805$392,5560.01%
164Dover CorporationDOV1,977$385,9890.01%
165Capital One Financial Cp14040H1051,541$373,4810.01%
1663m CompanyMMM2,314$370,4450.01%
167Nucor CorpNUE2,248$366,6710.01%
168Teledyne TechnologiesTDY708$361,5970.01%
169Air Prod & Chemicals IncAIIR1,457$359,9080.01%
170Diageo Plc New AdrDGEAF4,086$352,4990.01%
171Biogen Idec IncBIIB2,000$351,9800.01%
172Fastenal CoFAST8,726$350,1740.01%
173Brookfield Asset Management1130041056,648$348,2890.01%
174Vanguard Mid Cap Value9229085121,949$345,6940.01%
175iShares Currency Hedged MSCI EAFE46434V8038,103$335,1400.01%
176Blue Ridge Bankshares IncBRBS78,315$334,4050.01%
177Corning IncGLW3,808$333,4280.01%
178Ishares S&P Small-Cap4642878872,288$322,9740.01%
179Fortinet IncFTNT4,057$322,1660.01%
180Intel CorpINTC8,698$320,9560.01%
181Ishares Dj Select Div Fd4642871682,260$318,9760.01%
182Waste Management, INC.94106L1091,450$318,5820.01%
183Danaher Corp Del2358511021,365$312,5310.01%
184Deere & CoDE665$309,6040.01%
185Parker-Hannifin CorpPH352$309,3940.01%
186Paychex IncPAYX2,733$306,5880.01%
187Northrop Grumman CorpNOC530$302,2110.01%
188Ishares Nasdaq Biotechnology4642875561,750$295,3480.01%
189NetApp IncNTAP2,730$292,3560.01%
190Seagate TechnologySE1,050$289,1600.01%
191Diamonds TRUST Series I78467X109600$288,3420.01%
192General Dynamics CorpGD849$285,8240.01%
193Aon Plc Com Usd0.01 Cl AAON803$283,3630.01%
194Ishares Comex Gold Trust ETFIAU3,485$282,8770.01%
195Cigna Corp1255231001,013$278,8080.01%
196Boeing CoBA-PA1,276$277,0450.01%
197Carmax IncKMX6,946$268,3930.01%
198Salesforce ComCRM984$260,6710.01%
199Hca IncHCA558$260,6320.01%
200Vanguard Total International Stock ETF9219097683,449$260,1930.01%
201Vanguard Index Funds Vanguard High Dividend Yield9219464061,798$258,0490.01%
202L3Harris Technologies OrdLHX852$250,1220.01%
203Allstate CorporationALL-PJ1,200$249,7800.01%
204Chubb CorporationCB786$245,3260.01%
205ProShares Ultra Bitcoin ETF74349Y70411,000$242,9900.01%
206Enbridge IncENNPF5,011$239,6760.01%
207A T & T Inc NewT-PC9,586$238,1160.01%
208Adobe Systems IncADBE663$232,0430.01%
209Gilead Sciences IncGILD1,785$219,0910.01%
210iShares Silver TrustSLV3,382$217,8680.01%
211Main Str Cap Corp Com56035L1043,600$217,4040.01%
212Ingersoll-Rand plcIR2,723$215,7160.01%
213Novartis A G Spon AdrNVSEF1,556$214,5260.01%
214D WAVE QUANTUM ORDQBTS7,985$208,8080.01%
215Encompass Health CorpEHC1,918$203,5770.01%
216Berkley W R CorpWRB-PH2,863$200,7540.01%
217Schwab US Large-Cap Growth ETF8085243006,133$200,0700.01%
218Disney Walt Co2546871061,722$195,9120.01%
219United Parcel Service BUPS1,957$194,1350.01%
220Canadian Pac RailwayCP2,625$193,2790.01%
221PrologisPLDGP1,500$191,4900.01%
222Kinsale Cap Group Inc Com49714P108485$189,6930.01%
223Iron Mountain Inc New46284V1012,222$184,3150.01%
224Kimberly-Clark CorpKMB1,817$183,3170.01%
225Amer Electric Pwr Co Inc0255371011,588$183,1120.01%
226SPDR S&P Bank ETF78464A7972,989$181,4020.01%
227Prudential Financial IncPUKPF1,602$180,8340.01%
228Kraft Heinz Co ComKHC7,321$177,5340.01%
229Ross Stores IncROST980$176,5370.01%
230Edwards Lifesciences CpEW2,063$175,8710.01%
231Tesla, IncTSLA378$169,9940.01%
232Sempra EnergySREA1,902$167,9280.01%
233Avery Dennison CorpAVY911$165,6930.01%
234AB US Low Volatility Equity ETF00039J3012,105$164,9480.01%
235ETFS Physical PalladiumPALL1,125$163,5530.01%
236Target CorporationTGT1,660$162,2650.01%
237Citigroup IncC-PR1,368$159,6320.01%
238Apollo Global Management LLC Class A03769M1061,100$159,2360.01%
239K L A Tencor CorpKLAC125$151,8850.01%
240EPR Properties26884U1093,000$149,7000.01%
241Wells Fargo & Co New9497461011,606$149,6790.01%
242Vanguard Health Care ETF92204A504512$147,4660.01%
243Gildan Activewear IncGIL2,311$144,3450.01%
244SPDR Portfolio S&P 500 Value ETF78464A5082,494$141,6840.01%
245Schwab US Large-Cap ETF8085242015,139$138,2900.01%
246Sprott Physical Gold & Silver TrustSII3,000$137,4000.01%
247Fiserv IncFISV2,035$136,6910.01%
248Owens & Minor Inc Hldg Co69073210246,894$131,3030.01%
249Accenture Ltd Cl AACN488$130,9300.01%
250Unilever Plc Adr NewUNLYF1,959$128,1190.00%
251Ameriprise Financial Inc03076C106254$124,5460.00%
252Dexcom IncDXCM1,860$123,4480.00%
253Genuine Parts CoGPC1,000$122,9600.00%
254Southwest Airlines Co8447411082,870$118,6170.00%
255Vanguard Intl Eqty Index9220427751,608$118,3130.00%
256Vanguard Mega Cap ETF921910873466$117,0450.00%
257NXP Semiconductors NVNXPI532$115,4780.00%
258Roku Inc Com Cl AROKU1,027$111,4190.00%
259Vanguard Reit9229085531,246$110,2590.00%
260PTC IncPTC614$106,9650.00%
261Nestle S A Reg B Adr6410694061,075$106,1890.00%
262Canadian Natl Ry Co1363751021,065$105,2750.00%
263Stantec IncSTN1,115$105,2110.00%
264Analog Devices IncADI383$103,9000.00%
265Genworth Financial Inc37247D10611,480$103,6640.00%
266Quest Diagnostic IncDGX590$102,3830.00%
267Royal Bk Of Canada Isin #ca7800871021780087102600$102,2940.00%
268J B Hunt Transport Svcs445658107500$97,1700.00%
269Vanguard Small Cap922908751373$96,2150.00%
270Valero Energy Corp NewVLO555$90,2710.00%
271Comcast Corp New Cl ACCZ3,019$90,2340.00%
272Idexx Labs Inc45168D104131$88,6250.00%
273Bp Plc AdrBPPFF2,548$88,4920.00%
274Vanguard Emerging Market9220428581,568$84,2960.00%
275Energy Transfer Equity LPET-PI5,100$84,0990.00%
276PROFESSIONALLY MANAGED ETF74316P5791,275$83,5250.00%
277DFA TA World ex US Core Equity I25434V8802,517$82,3810.00%
278NortonLifeLock IncGENVR3,005$81,7060.00%
279Ford Motor Company New3453708606,130$80,4260.00%
280VICI Properties Inc9256521092,800$78,7360.00%
281Hanover Insurance Group410867105430$78,5910.00%
282MPLX LPMPLXP1,452$77,5150.00%
283Sector Spdr Materials Fd81369Y1001,700$77,0950.00%
284Aptargroup IncATR630$76,8350.00%
285Xcel Energy IncXELLL1,040$76,8140.00%
286Heico CorpHEI-A291$73,4570.00%
287City Holding CoCHCO581$69,2550.00%
288Oneok Inc NewOKE934$68,6490.00%
289Brookfield Infrastructure CorpBIPC1,483$67,3280.00%
290Vanguard Tax-Exempt Bond ETF9229077461,337$67,2380.00%
291General Motors Corp37045V100822$66,8570.00%
292iShares US Real Estate ETF464287739700$65,7230.00%
293Travelers Companies IncTRV219$63,5230.00%
294National Retail Properties IncNNN1,600$63,4080.00%
295Rush Enterprises IncRUSHB1,125$63,2930.00%
296FIDELITY WISE ORIGIN BITCOIN FUNDFBTC830$63,2490.00%
297Constellation Energy CoCEG177$62,5880.00%
298iShares Core Dividend Growth ETF46434V621889$61,7140.00%
299Cardinal Health IncCAH300$61,6920.00%
300Janus Henderson AAA CLO ETF47103U8451,216$61,4830.00%
301Realty Income CorpO1,083$61,0490.00%
302Pfizer IncorporatedPFE2,441$60,7810.00%
303Cincinnati Financial Cp172062101372$60,7550.00%
304Eversource EnergyES900$60,5970.00%
305WisdomTree SmallCap Dividend ETFWT1,769$59,1730.00%
306Nike Inc Class BNKE912$58,1040.00%
307D T E Energy CompanyDTK450$58,0410.00%
308Ingredion IncINGR522$57,5560.00%
309Br Amer Tobacco Plc Adrf1104481071,000$56,6200.00%
310Marsh & Mc Lennan Co Inc571748102303$56,1990.00%
311C V S Corp DelCVS700$55,5520.00%
3122x Bitcoin Strategy ETF92864M3012,000$55,4800.00%
313Colgate-Palmolive CoCL700$55,3140.00%
314Sector Spdr Tr Con Stpls81369Y308695$53,9880.00%
315Schlumberger LtdSLB1,392$53,4250.00%
316Novo-Nordisk A-S AdrNONOF1,050$53,4240.00%
317Alliancebernstein Hldg01881G1061,350$51,9480.00%
318Essential Properties Realty Trust Inc29670E1071,750$51,9050.00%
319Becton Dickinson & CoBDX267$51,7420.00%
320DNP Select Income23325P1045,063$50,5790.00%
321Humana IncHUM195$49,9450.00%
322Bristol-Myers Squibb CoCELG-RI900$48,5460.00%
323Evergy IncEVRG658$47,6980.00%
324Autozone IncAZO14$47,4810.00%
325Rubrik IncRBRK620$47,4180.00%
326ATLANT UN BK 400 DS RP 1 SRS A PRF04911A2061,910$46,4700.00%
327Electronic Arts IncEA225$45,9740.00%
328Vanguard Intl Div Apprec ETF921946810502$45,9080.00%
329COPT Defense PropertiesCDP1,600$44,4800.00%
330Omega Healthcare Investors Inc6819361001,000$44,3400.00%
331Liberty Media GroupFWONB436$42,9500.00%
332iShares Core MSCI Total Intl Stk ETF46432F834498$42,1230.00%
333Willis Towers WatsonWTW127$41,7320.00%
334J P MORGAN NASDAQ EQT PRM INC ETF46654Q203717$41,6720.00%
335LINKBANCORP ORDLNKB4,938$40,7880.00%
336GE HEALTHCARE TECHNOLOGIES ORD WIGEHC490$40,1900.00%
337iShares Bitcoin Trust ETFIBIT795$39,4720.00%
338Lockheed Martin CorpLMT81$39,1100.00%
339SPDR Portfolio S&P 500 ETF78464A854484$38,8260.00%
340Vanguard Small-Cap Value ETF922908611183$38,7580.00%
341Vanguard Mid-Cap Growth ETF922908538138$38,6020.00%
342Toro CompanyTORO490$38,5730.00%
343Carrier Global Corp-WiCARR700$36,9880.00%
344Ares Capital CorpARCC1,800$36,4140.00%
345Old Dominion Freight LnsODFL232$36,3780.00%
346Companhia Vale Do AdrRTNTF453$36,2540.00%
347CareTrust REIT IncCTRE1,000$36,1600.00%
348Rpm International Inc749685103346$35,9840.00%
349Dell IncDELL285$35,8760.00%
350SELECT STOXX EUROPE ASPC DFN ETF84858T772841$35,4310.00%
351PIMCO Dynamic Income72201Y1012,000$35,4200.00%
352Sanfilippo John B & Son IncJBSS500$35,3000.00%
353InvenTrust Properties Corp.46124J2011,250$35,2630.00%
354Verisk Analytics Inc ClaVRSK157$35,1190.00%
355VERALTO ORD WIVLTO350$34,9230.00%
356Cohen & Steers REIT & Preferred Income19247X1001,758$34,9140.00%
357Brookfield Infra PtnrsG16252101950$33,0030.00%
358New Jersey Resources CorporationNJR700$32,2840.00%
359Bank of New York Mellon Corp.064058100267$30,9960.00%
360APPLOVIN CORP CL AAPP46$30,7340.00%
361Ishares Russell 1000 Val464287598146$30,7100.00%
362Solventum Corp Com ShsSOLV386$30,5870.00%
363Manulife Financial Corpf56501R106838$30,4030.00%
364Invesco China Technology ETFIVZ578$30,0560.00%
365Unumprovident CorpUNMA387$29,9930.00%
366OWL ROCK CAPITAL ORDOWL2,400$29,8320.00%
367Fidelity Ethereum Fund ETF31613E1031,000$29,6100.00%
368Moderna IncMRNA1,000$29,4900.00%
369Starwood Property Trust Inc.STHO1,610$28,9960.00%
370Lennar Corp Cl ALEN-B282$28,9900.00%
371Cohen & Steers Tot Ret Realty19247R1032,580$28,5090.00%
372Autonation IncAN138$28,4940.00%
373C M S Energy CorpCMS-PC400$27,9720.00%
374BROADSTONE NET LEASE ORDBNL1,579$27,4270.00%
375Etsy Inc comETSY490$27,1660.00%
376Everest Re Group LtdEG80$27,1480.00%
377U G I Corporation New902681105720$26,9500.00%
378A E S CorpAES1,875$26,8880.00%
379Highwoods Pptys Inc4312841081,017$26,2590.00%
380Solstice Advanced Materials Inc83443Q103540$26,2330.00%
381Carlyle Secured Lending IncCGBD2,100$26,2290.00%
382Brixmor Property Group Inc11120U1051,000$26,2200.00%
383Zoom Video Communications, IncZM300$25,8870.00%
384W P Carey Inc92936U109402$25,8730.00%
385RIGETTI COMPUTING ORDRGTIW1,164$25,7830.00%
386Ishares S&P Smallcap Core ETF464287804209$25,0730.00%
387Pimco Corporate Opportunity FundPTY1,920$24,7680.00%
388SPDR S&P 500 Growth78464A409223$23,7940.00%
389Carpenter Technology CpCRS75$23,6130.00%
390iShares MSCI KLD 400 Social ETF464288570180$23,1890.00%
391FIDELITY ENHANCED LARGE CAP ETF31609A305552$23,0180.00%
392iShares MSCI USA ESG Select ETF464288802165$22,9920.00%
393iShares Russell Top 200 Growth ETF46428943883$22,9860.00%
394E O G Resources IncEOG218$22,8920.00%
395Schwab US Dividend Equity ETF808524797830$22,7670.00%
396Newmont Mining CorpNEMCL226$22,5660.00%
397Bloom Energy Corp Class ABE257$22,3310.00%
398Stag Industrial Inc85254J102600$22,0560.00%
399Regeneron PharmaceuticalsREGN28$21,6120.00%
400Fidelity Natl Info Svcs31620M106312$20,7360.00%
401Mercadolibre IncMELI10$20,1430.00%
402Vanguard S&P Mid-Cap 400 Value ETF921932844198$20,0000.00%
403LEMONADE ORDLMND274$19,5030.00%
404Johnson Controls IncG51502105160$19,1600.00%
405Power Corp Cda Isin739239101360$19,1590.00%
406General Mills Inc370334104400$18,6000.00%
407Dollar Tree IncDLTR150$18,4520.00%
408Hologic IncHOLX247$18,3990.00%
409Kontoor Brands Inc COMKTB300$18,3270.00%
410Vanguard Small-Cap Growth ETF92290859560$18,1270.00%
411DT MIDSTREAM ORD WIDTM150$17,9520.00%
412Hewlett-Packard CompanyHPQ800$17,8240.00%
413Shore Bancshares IncSHBI1,000$17,6800.00%
414Vanguard ESG US Stock ETF921910733146$17,6600.00%
415Virginia National Bankshares Corp928031103442$17,6140.00%
416LUCID GROUP ORDLCID1,650$17,4410.00%
417Lyondellbasell Industries NVLYB400$17,3200.00%
418Qwest Communs Intl IncQ211$17,2280.00%
419Yum Brands IncYUM113$17,0950.00%
420Dupont De Nemours IncDD424$17,0450.00%
421iShares MSCI USA Minimum Volatility46429B697180$16,9490.00%
422CALVERT US MID CR RESPON INDX ETFMS-PQ264$16,9300.00%
423PhillipsPSX131$16,9040.00%
424Schwab US Aggregate Bond ETF808524839721$16,8500.00%
425First Trust Value Line Dividend ETF33734H106336$15,4830.00%
426Exelon CorporationEXC355$15,4740.00%
427Pinnacle West Capital CpPNW174$15,4340.00%
428Avista CorpAVA400$15,4160.00%
429Charter Communications Inc16119P10872$15,0300.00%
430WESTERN GAS PARTNERS LPWES375$14,8130.00%
431Republic Services Inc76075910065$13,7750.00%
432Shopify IncSHOP85$13,6820.00%
433Tanger Fctry Outlet CtrsSKT406$13,5480.00%
434Canadian Natural Res136385101400$13,5400.00%
435Public StoragePSA-PS52$13,4060.00%
436iShares US Aerospace & Defense46428876062$13,3110.00%
437Comfort Systems USA Inc19990810414$13,2390.00%
438Extra Space Storage IncEXR100$13,0220.00%
439Akamai TechnologiesAKAM148$12,9130.00%
440Church & Dwight Co IncCHD146$12,2420.00%
441U S Bancorp Del NewUSB-PS225$12,0060.00%
442Howmet Aerospace IncHWM58$11,8910.00%
443Medical Pptys Tr Inc58463J3042,350$11,7500.00%
444ARS Pharmaceuticals IncSPRY1,000$11,6500.00%
445Chesapeake Financial Shares IncCPKF412$11,6390.00%
446Titan America SAB9151N105692$11,4040.00%
447Snowflake IncSNOW50$10,9680.00%
448Metlife IncMET-PF138$10,8940.00%
449Vanguard World Fd Esg International Stock Etf921910725150$10,7430.00%
450Shift4 Payments Inc82452J109167$10,5160.00%
451Lam Research CorporationLRCX60$10,2710.00%
452iShares Interm Government/Credit Bd46428861295$10,1630.00%
453Palantir Technologies IncPLTR56$9,9540.00%
454T-Mobile Us IncTMUSZ48$9,7460.00%
455JPMorgan US Quality Factor ETF46641Q761153$9,6670.00%
456Welltower Inc ComWELL52$9,6520.00%
457Hewlett Packard EnterprisesHPE-PC400$9,6080.00%
458Pub Svc Ent Group Inc744573106119$9,5640.00%
459Brookfield Renewable Partners LPG16258108354$9,5470.00%
460Tapestry IncTPR74$9,4550.00%
461S&p Global IncSPGI18$9,4070.00%
462Astrazeneca Plc AdrAZN99$9,1010.00%
463Vaxart Inc Com NewVXRT25,984$9,0010.00%
464Marvell Tech Group LtdMRVL103$8,7110.00%
465Royal Caribbean Cruises LtdV7780T10331$8,6470.00%
466Goldman Sachs ActiveBeta EMkts Eq ETFNVGLF200$8,3240.00%
467Fidelity MSCI Consumer Staples ETF316092303162$7,9600.00%
468ServiceNow IncNOW50$7,6600.00%
469Synopsys IncSNPS16$7,5160.00%
470Dow Chemical CompanyDOW319$7,4580.00%
471WARNER BROS. DISCOVERY SRS A ORD WIWBD255$7,3490.00%
472PowerShares FTSE RAFI US 1500 Sm-Mid ETFIVZ160$7,3420.00%
473Devon Energy Cp New25179M103200$7,3260.00%
474V F CorporationVFC400$7,2320.00%
475CubeSmartCUBE200$7,2100.00%
476MSCI IncMSCI12$6,8850.00%
477Old Republic Intl Corp680223104150$6,8460.00%
478Invesco Financial Preferred ETFIVZ484$6,8440.00%
479Apollo Commercial Real Estate Finance Inc03762U105700$6,7760.00%
480America First Multifamily Investors LPGHI972$6,6970.00%
481Transdigm Group IncTDG5$6,6490.00%
482Reinsurance Grp Of Amer75935160432$6,5110.00%
483Vodafone Group Plc Adr92857W308477$6,3010.00%
484Lululemon Athletica IncLULU30$6,2340.00%
485Diamondback Energy Inc Com Usd0.01FANG41$6,1640.00%
486Baxter International Inc071813109320$6,1150.00%
487Corteva Inc comCTVA91$6,1000.00%
488Schwab US Mid-Cap ETF808524508199$5,9880.00%
489O Reilly Automotive Inc67103H10760$5,4730.00%
490Chipotle Mexican GrillCMG140$5,1800.00%
491Archer-Daniels-Midlnd CoADM90$5,1740.00%
492Linde plcLIN12$5,1170.00%
493Costar Group IncCSGP76$5,1100.00%
494Dollar General Corp25667710538$4,9860.00%
495Cameco CorpCCJ54$4,9800.00%
496MILLROSE PROPERTIES INCWHEN ISSUED601137102166$4,9580.00%
497Yum China Hldgs Inc ComYUMC103$4,9170.00%
498Alexandria Real Est Eqty015271109100$4,8940.00%
499Delta Air Lines Inc NewDAL70$4,8580.00%
500Wabtec92974010822$4,6960.00%