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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

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001599868-23-000001

Total Value
$1.33B
Positions
1,389
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES CORE DIVIDEND GROWTH ETF46434V6211,304,447$65.2M5.03%
2VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF922908512365,998$49.5M3.82%
3VANGUARD GROWTH ETF922908736225,638$48.1M3.71%
4JPMORGAN ACTIVE VALUE ETF46641Q167774,395$39.7M3.06%
5VANGUARD MID CAP GROWTH ETF922908538217,298$39.0M3.01%
6BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A121,161$37.4M2.89%
7ISHARES S&P 500 INDEX46428720090,337$34.7M2.68%
8VANGUARD FTSE DEVELOPED MARKETS ETF921943858791,182$33.1M2.56%
9SCHWAB US LARGE CAP GROWTH ETF 808524300472,718$26.3M2.03%
10ISHARES 1-3 YR CREDIT BOND ETF464288646452,053$22.5M1.74%
11VANGUARD S&P 500 ETF92290836353,436$18.8M1.45%
12APPLE INCAAPL141,975$18.4M1.42%
13SPDR SER TR DJ WILSHIRE SMALL CAP VALUE ETF78464A300230,946$17.1M1.32%
14ISHARES S&P SMALLCAP 600 ETF464287804177,657$16.8M1.30%
15SPDR PORTFOLIO S&P 500 VALUE ETF78464A508424,479$16.5M1.27%
16VANGUARD WORLD FUND ETF MEGA CAP 300 GROWTH ETF92191081689,998$15.5M1.20%
17VANGUARD SMALL CAP VALUE ETF92290861196,446$15.3M1.18%
18SCHWAB U.S. BROAD MARKET ETF808524102336,157$15.1M1.16%
19SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF78464A375455,211$14.5M1.12%
20VANGUARD SMALL CAP GROWTH ETF92290859572,173$14.5M1.12%
21SCHWAB SHORT-TERM US TREASURY ETF808524862286,926$13.8M1.07%
22VANGUARD FTSE EMERGING MARKETS ETF922042858344,393$13.4M1.04%
23SCHWAB US TIPS ETF808524870250,896$13.0M1.00%
24ISHARES AMT-FREE MUNI BOND ETF464288414120,327$12.7M0.98%
25VANGUARD TOTAL INTERNATIONAL BOND ETF92203J407252,397$12.0M0.92%
26ISHARES RUSSELL MIDCAP GROWTH ETF464287481136,568$11.4M0.88%
27ISHARES S&P 500 GROWTH ETF464287309190,974$11.2M0.86%
28VANECK FALLEN ANGEL HIGH YIELD BOND ETF92189F437396,759$10.7M0.83%
29ISHARES CORE S&P MID CAP ETF46428750743,043$10.4M0.80%
30VANGUARD VALUE ETF92290874474,087$10.4M0.80%
31CAMBRIA SHAREHOLDER YIELD ETF132061201169,681$10.1M0.78%
32VANGUARD WORLD FD MEGA CAP 300 VALUE INDEX ETF92191084092,807$9.5M0.74%
33VANGUARD INTERMEDIATE-TERM BOND921937819118,171$8.8M0.68%
34VANGUARD REIT INDEX ETF922908553106,367$8.8M0.68%
35SCHWAB US DIVIDEND EQUITY ETF808524797115,697$8.7M0.67%
36REAL ESTATE SELECT SECTOR SPDR FUND81369Y860231,805$8.6M0.66%
37SPDR SER TR S&P 400 MID CAP VALUE ETF78464A839130,328$8.4M0.65%
38UNION PAC CORP COMUNP38,869$8.0M0.62%
39MICROSOFTMSFT33,293$8.0M0.62%
40VANGUARD INTERMEDIATE TERM CORP BOND FD ETF92206C870100,174$7.8M0.60%
41POWERSHARES QQQ TRIVZ28,557$7.6M0.59%
42VANGUARD HIGH DIVIDEND YIELD92194640664,032$6.9M0.53%
43XTRACKERS USD HIGH YIELD CORPORATE BOND ETF233051432194,453$6.6M0.51%
44ISHARES RUSSELL TOP 200 GROWTH ETF46428943853,420$6.4M0.50%
45INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETFIVZ288,921$6.4M0.49%
46INVESCO BULLETSHARES 2024 CORPORATE BOND ETFIVZ303,642$6.2M0.48%
47SCHWAB US MID-CAP ETF 80852450894,655$6.2M0.48%
48JPMORGAN ACTIVE GROWTH ETF46654Q609130,730$5.8M0.45%
49VANGUARD SHORT-TERM BOND ETF92193782774,394$5.6M0.43%
50VANGUARD LARGE CAP92290863731,442$5.5M0.42%
51SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R853146,165$5.4M0.42%
52ABBVIE INC COMABBV32,674$5.3M0.41%
53PIMCO 15 YEAR US TIPS INDEX ETF72201R30490,341$5.3M0.41%
54VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF92194688582,422$5.0M0.39%
55ISHARES MSCI EAFE SMALL CAP ETF46428827388,978$5.0M0.39%
56JOHNSON & JOHNSON COMJNJ28,241$5.0M0.39%
57HOME DEPOTHD15,418$4.9M0.38%
58CHEVRON CORP NEW COMCVX26,838$4.8M0.37%
59DIMENSIONAL EMERGING CORE EQUITY MARKET ETF25434V302218,947$4.8M0.37%
60VANGUARD MID CAP 92290862923,707$4.4M0.34%
61JPMORGAN ULTRA-SHORT INCOME ETF46641Q83788,276$4.4M0.34%
62ORACLE CORPORATIONORCL-PD53,817$4.4M0.34%
63SCHWAB EMERGING MARKET EQ ETF 808524706185,098$4.4M0.34%
64MASTERCARD INC MA12,462$4.3M0.33%
65UNITEDHEALTH GROUPUNH7,960$4.2M0.33%
66EXXON MOBIL CORP COMXOM38,004$4.2M0.32%
67VANGUARD TOTAL INTERNATIONAL STOCK ETF92190976880,250$4.2M0.32%
68ISHARES MSCI USA MOMENTUM FACTOR ETF46432F39628,032$4.1M0.32%
69JPMORGAN CHASE & CO COMVYLD29,147$3.9M0.30%
70ISHARES RUSSELL TOP 200 ETF46428944643,219$3.9M0.30%
71FIRST TRUST CAPITAL STRENGTH ETF33733E10449,851$3.7M0.29%
72VANGUARD TOTAL BOND MARKET ETF92193783551,729$3.7M0.29%
73ISHARES MSCI WORLD ETF46428639233,662$3.7M0.28%
74AMAZON.COM INCAMZN43,584$3.7M0.28%
75BANK AMERICA CORP COM060505104108,788$3.6M0.28%
76MCDONALDS CORP COMMCD13,343$3.5M0.27%
77SCHWAB INTERNATIONAL EQUITY ETF808524805108,092$3.5M0.27%
78ISHARES SILVER TRUST ETFSLV157,682$3.5M0.27%
79BOEING CO COMBA-PA18,161$3.5M0.27%
80DANAHER CORPORATION COM23585110212,830$3.4M0.26%
81ALPHABET INC.GOOG38,542$3.4M0.26%
82GOLDMAN SACHS GROUP INCGSCE9,874$3.4M0.26%
83SCH US REIT ETF 808524847171,031$3.3M0.25%
84VANGUARD TOTAL STOCK MARKET ETF92290876917,194$3.3M0.25%
85AUTOMATIC DATA PROCESSING INC COMADP13,196$3.2M0.24%
86JANUS HENDERSON SHORT DURATION INCOME ETF47103U88665,046$3.1M0.24%
87SPDR PORTFOLIO S&P 500 GROWTH ETF78464A40959,650$3.0M0.23%
88KROGER CO COMKR67,048$3.0M0.23%
89SPDR GOLD MINISHARES TRUSTGLDW81,235$2.9M0.23%
90FISERV INCFISV29,039$2.9M0.23%
91AMERICAN EXPRESS CO COMAXP19,697$2.9M0.22%
92HONEYWELL INTL INC43851610613,542$2.9M0.22%
93NIKE INC CLASS BNKE24,413$2.9M0.22%
94ISHARES AGENCY BOND ETF46428816626,565$2.8M0.22%
95STRYKER CORPSYK11,369$2.8M0.21%
96PROCTER AND GAMBLE CO COM74271810919,816$2.8M0.21%
97ISHARES S&P 500 VALUE ETF46428740819,073$2.8M0.21%
98DISNEY WALT CO COM25468710631,875$2.8M0.21%
99PEPSICO INC COMPEP14,987$2.7M0.21%
100ONEOK INC NEW COMOKE40,452$2.7M0.21%
101BLACKROCK INC BLK3,634$2.6M0.20%
102ISHARES IBOXX CORPORATE BOND ETF46428724224,325$2.6M0.20%
103COSTCO WHOLESALE CORP22160K1055,526$2.5M0.19%
104SCHWAB STRATEGIC TR US LRG CAP ETF80852420154,450$2.5M0.19%
105NVIDIA CORPNVDA16,773$2.5M0.19%
106SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF78468R73951,245$2.4M0.19%
107META PLATFORMS INC CL AMETA19,677$2.4M0.18%
108ISHARES S&P MIDCAP 400 VALUE ETF46428770522,669$2.3M0.18%
109SCHWAB US AGGREGATE BOND ETF80852483949,407$2.3M0.17%
110VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF92204267654,420$2.2M0.17%
111ISHARES COHEN & STEERS RLTY46428756440,705$2.2M0.17%
112ISHARES CORE MSCI EAFE ETF46432F84235,312$2.2M0.17%
113INVESCO S&P 500 TOP 50 ETFIVZ7,843$2.1M0.16%
114ISHARES RUSSELL 1000 ETF46428762210,136$2.1M0.16%
115VISA INCV9,799$2.0M0.16%
116ANFIELD UNIVERSAL FIXED INCOME ETF90214Q766223,702$2.0M0.15%
117MICROSOFTMSFT8,107$1.9M0.15%
118DIMENSIONAL INTERNATIONAL VALUE ETF25434V80762,772$1.9M0.15%
119ISHARES GLOBAL 100 ETF46428757229,693$1.9M0.15%
120ALPHABET INC CAP STK CL CGOOG21,303$1.9M0.15%
121ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD46429B69725,514$1.8M0.14%
122ANFIELD U.S. EQUITY SECTOR ROTATION ETF90214Q733160,166$1.8M0.14%
123VANGUARD S&P 500 VALUE ETF92193270312,982$1.8M0.14%
124ISHARES SEMICONDUCTOR ETF4642875235,103$1.8M0.14%
125VANGUARD S&P MID-CAP 400 VALUE ETF92193284411,393$1.7M0.13%
126ALPHABET INC.GOOG19,677$1.7M0.13%
127ADAMS DIVERSIFIED EQUITY FD COM006212104118,491$1.7M0.13%
128WELLS FARGO CO NEW COM94974610140,987$1.7M0.13%
129SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF78464A80535,053$1.7M0.13%
130PFIZER INC COMPFE32,218$1.7M0.13%
131APPLE INCAAPL12,626$1.6M0.13%
132FIDELITY NASDAQ COMPOSITE INDEX ETF31591280839,681$1.6M0.13%
133ISHARES GOLD TRUST ETF IAU46,347$1.6M0.12%
134DEERE & CO COMDE3,727$1.6M0.12%
135SALESFORCE COM CRM12,042$1.6M0.12%
136ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF46428860444,071$1.6M0.12%
137ECOLAB INC COMECL10,597$1.5M0.12%
138INTERCONTINENTALEXCHINTL45866F10414,939$1.5M0.12%
139COCA COLA CO COMKO23,878$1.5M0.12%
140DIMENSIONAL U.S. TARGETED VALUE ETF25434V60932,998$1.5M0.11%
141INTL BUSINESS MACHINESINTR10,164$1.4M0.11%
142ABBOTT LABS COMABLZF13,105$1.4M0.11%
143VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF92202080530,300$1.4M0.11%
144VANGUARD SMALL CAP ETF9229087517,807$1.4M0.11%
145ISHARES RUSSELL 2000 ETF4642876558,176$1.4M0.11%
146BERKSHIRE HATHAWAY INC DEL CL ABRK-A3$1.4M0.11%
147NUVEEN QUALITY MUNCP INCOME FD COMNU118,925$1.4M0.11%
148JPMORGAN CHASE & CO COMVYLD10,345$1.4M0.11%
149ISHARES MSCI TAIWAN ETF46434G77234,319$1.4M0.11%
150LILLY ELI & CO COMLLY3,697$1.4M0.10%
151STATE STR CORP COMSTT-PG17,269$1.3M0.10%
152SPDR S&P 500 ETFSPY3,494$1.3M0.10%
153CHEESECAKE FACTORY INC COMCAKE41,651$1.3M0.10%
154ISHARES MSCI EAFE ETF46428746519,898$1.3M0.10%
155CONOCOPHILLIPS COMCOP11,009$1.3M0.10%
156VANGUARD DIVIDEND APPRECIATION ETF9219088448,551$1.3M0.10%
157ARK GENOMIC REVOLUTION ETF00214Q30245,858$1.3M0.10%
158CHARLES SCHWAB CORPSCHW-PJ15,243$1.3M0.10%
159WATSCO INC COMWSO-B5,083$1.3M0.10%
160TESLA INC COMTSLA9,831$1.2M0.09%
161NUVEEN AMT FREE QLTY MUN INCME COMNU106,458$1.2M0.09%
162SCHWAB INTL SMALL CAP ETF 80852488838,166$1.2M0.09%
163ALBANY INTL CORP CL A01234810812,003$1.2M0.09%
164SCHWAB ETFS- US SMALL-CAP ETF80852460729,166$1.2M0.09%
165ARROW ELECTRS INC COM04273510011,200$1.2M0.09%
166INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFIVZ26,798$1.2M0.09%
167HOULIHAN LOKEY INC CL AHLI13,377$1.2M0.09%
168WALMART INC COMWMT8,138$1.2M0.09%
169NOVARTIS AG SPONSORED ADRNVSEF12,594$1.1M0.09%
170CHURCH & DWIGHT CO INC COMCHD14,017$1.1M0.09%
171RAYTHEON TECHNOLOGIES CORP COMRTX10,901$1.1M0.09%
172AERCAP HOLDINGS NV SHSAER18,900$1.1M0.09%
173AZENTA INC COMAZTA18,718$1.1M0.08%
174COHEN & STEERS QUALITY INCOME RLTY FD INC19247L10693,986$1.1M0.08%
175BROOKFIELD CORP CL A LTD VT SH11271J10733,627$1.1M0.08%
176WD 40 CO COMWDFC6,509$1.0M0.08%
177RLI CORP COMRLI7,948$1.0M0.08%
178AT&T INC COMT-PC54,884$1.0M0.08%
179COMCAST CORP NEW CL ACCZ28,600$1.0M0.08%
180UNIFIRST CORP MASS COMUNF5,188$1.0M0.08%
181RBC BEARINGS INC COMRBC4,770$998,5990.08%
182LANDSTAR SYS INC COMLSTR6,121$997,1100.08%
183BANK HAWAII CORP COM06254010912,841$995,9470.08%
184ARK INNOVATION ETF00214Q10431,602$987,2710.08%
185EVERTEC INC COMEVTC30,079$973,9580.08%
186KINDER MORGAN INCEP-PC53,558$968,3320.07%
187MONSTER BEVERAGE CORP NEW COMMNST9,311$945,3450.07%
188OMNICOM GROUP INC COMOMC11,550$942,1330.07%
189JOHNSON & JOHNSON COMJNJ5,300$936,2450.07%
190SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X88931,478$934,5870.07%
191AMAZON.COM INCAMZN11,122$934,2480.07%
192THOR INDS INC COM88516010112,357$932,8290.07%
193QUALCOMM INCQCOM8,474$931,6980.07%
194THERMO FISHER SCIENTIFIC INC COMTMO1,691$931,2160.07%
195FIRST TRUST NASDAQ CYBERSECURITY ETF33734X84623,802$921,4000.07%
196KRAFT HEINZ CO COMKHC22,576$919,0680.07%
197NATIONAL BEVERAGE CORP COMFIZZ19,436$904,3570.07%
198LESLIES INC COM52706410974,033$903,9420.07%
199STOCK YDS BANCORP INC COM86102510413,847$899,7780.07%
200FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF3160928089,249$874,1860.07%
201SPDR PORTFOLIO S&P 500 ETF78464A85419,423$873,6720.07%
202MEDTRONIC PLC SHSMDT11,100$862,6920.07%
203UNILEVER PLC SPON ADR NEWUNLYF17,100$860,9850.07%
2043M CO COMMMM7,139$856,1240.07%
205NOVO-NORDISK A S ADRNONOF6,324$855,8900.07%
206BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A2,770$855,6530.07%
207TE CONNECTIVITY LTDTEL7,400$849,5200.07%
208OPEN TEXT CORP COMOTEX28,000$829,9200.06%
209NETFLIX COM INCNFLX2,784$820,9540.06%
210ISHARES 1-3 YR TREASURY BOND ETF4642874579,983$810,3430.06%
211FIDELITY NATIONAL FINANCIAL IN FNF GROUP COMFNF21,300$801,3060.06%
212CONSTRUCTION PARTNERS INC COM CL AROAD29,964$799,7390.06%
213WILLIAMS COS INC COM96945710024,200$796,1800.06%
214GRACO INC COMGGG11,817$794,8110.06%
215AUTOZONE INC COMAZO322$794,1090.06%
216HCA INCHCA3,300$791,8680.06%
217SITEONE LANDSCAPE SUPPLY INC COMSITE6,666$782,0550.06%
218VICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETF92647N82412,565$779,9090.06%
219PRIMERICA INC COMPRI5,465$775,0460.06%
220HASBRO INC COMHAS12,600$768,7260.06%
221ACTIVISION INC00507V10910,000$765,5000.06%
222FIRST TRUST RISING DIVIDEND ACHIEVERS ETF33738R50617,120$751,9130.06%
223MICRON TECHNOLOGYMU14,964$747,9440.06%
224DIAMONDBACK ENERGY INC COMFANG5,431$742,8520.06%
225DIMENSIONAL US SMALL CAP ETF25434V50014,289$730,9060.06%
226INTEL CORP COMINTC27,557$728,3510.06%
227BROADCOM INC COMAVGO1,296$725,0090.06%
228VERIZON COMMUNICATIONSVZ17,828$723,3310.06%
229ARMSTRONG WORLD INDS INC NEW COM04247X10210,488$719,3710.06%
230PAYPAL HLDGS INC COMPYPL10,075$717,5890.06%
231GLOBE LIFE INC COMGL-PD5,900$711,2450.05%
232DENTSPLY SIRONA INC COMXRAY22,300$710,0320.05%
233AUTODESK INC COMADSK3,797$709,5450.05%
234LABORATORY CORP AMER HLDGS COM NEW50540R4093,000$706,4400.05%
235WARNER MUSIC GROUP CORP COM CL AWMG20,100$703,9020.05%
236VERIZON COMMUNICATIONSVZ17,800$701,3200.05%
237IAA INC COM44925310317,200$688,0000.05%
238AMETEK INC COMAME4,850$677,6420.05%
239FULLER H B CO COMFUL9,455$677,1670.05%
240ASCENDIS PHARMA A/S SPONSORED ADRASND5,529$675,2560.05%
241US BANCORP DEL COM NEWUSB-PS15,400$671,5940.05%
242ISHARES DJ SELECT DIVIDEND4642871685,562$670,8080.05%
243ICON PLC SHSICLR3,418$663,9460.05%
244CHUBB LIMITED COMCB3,000$661,8000.05%
245STELLAR BANCORP INC COMSTEL22,333$657,9300.05%
246MASTERCARD INC MA1,872$650,9500.05%
247FIVE BELOW INC COMFIVE3,668$648,7590.05%
248CBRE GROUP INC CL ACBRE8,400$646,4640.05%
249CARMAX INC COMKMX10,600$645,4340.05%
250SABA CLOSED-END FUNDS ETF30151E80637,388$645,1780.05%
251EXXON MOBIL CORP COMXOM5,823$642,2760.05%
252PROGRESSIVE CORP COM7433151034,900$635,5790.05%
253ENCORE WIRE CORP COMECR4,594$631,9500.05%
254UNITEDHEALTH GROUPUNH1,188$629,8530.05%
255VANGUARD HEALTH CARE ETF92204A5042,532$628,0620.05%
256ARCH CAP GROUP LTD ORDG0450A10510,000$627,8000.05%
257VERTEX PHARMACEUTICALS INVRTX2,165$625,2080.05%
258NETFLIX COM INCNFLX2,077$612,4650.05%
259ISHARES S&P MIDCAP 400 GROWTH INDEX4642876068,950$611,3300.05%
260ISHARES S&P SMALLCAP 600 VALUE ETF4642878796,679$609,8900.05%
261MERCK & CO INCMRK5,445$604,2280.05%
262PHILIP MORRIS INTL INC7181721095,970$604,2230.05%
263GILDAN ACTIVEWEAR INC COMGIL22,000$602,8000.05%
264DECKERS OUTDOOR CORP COMDECK1,510$602,7310.05%
265WILLSCOT MOBIL MINI HLDNG CORP COM CL AWSC13,305$600,9860.05%
266META PLATFORMS INC CL AMETA4,988$600,2550.05%
267SPDR GOLD ETFGLD3,536$599,8470.05%
268GETTY RLTY CORP NEW COM37429710917,717$599,7200.05%
269HILLMAN SOLUTIONS CORP COMHLMN82,786$596,8870.05%
270PHILLIPS 66PSX5,728$596,2070.05%
271ENERGY SELECT SECTOR SPDR81369Y5066,913$596,0990.05%
272STARBUCKS CORP COMSBUX6,007$595,9460.05%
273ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF4642882816,921$585,5120.05%
274STARBUCKS CORP COMSBUX5,858$581,1130.04%
275ISHARES TIPS BOND ETF4642871765,428$577,7900.04%
276PROSHARES ULTRA QQQ74347R20616,385$574,1300.04%
277FIRST TRUST VALUE LINE DIVIDEND INDEX FUND33734H10614,324$571,7000.04%
278SUN CMNTYS INC COM8666741043,989$570,4270.04%
279EOG RESOURCES INCEOG4,400$569,8880.04%
280BECTON DICKINSON & CO COMBDX2,240$569,6320.04%
281AMGEN INCAMGN2,165$568,6150.04%
282BIO-RAD LABORATORIES, INC CMN CLASS A0905722071,341$563,8770.04%
283GILEAD SCIENCES INCGILD6,684$563,5640.04%
284HENRY JACK & ASSOC INC COM4262811013,177$557,7540.04%
285PROCTER AND GAMBLE CO COM7427181093,666$555,6180.04%
286ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4642871506,543$554,8780.04%
287SHERWIN WILLIAMS CO COMSHW2,328$552,5040.04%
288REGENERON PHARMACEUTICALS INCREGN764$551,2180.04%
289VANGUARD S&P SMALL-CAP 600 VALUE ETF9219327783,506$550,6600.04%
290IDEX CORP COM45167R1042,396$547,0780.04%
291MORGAN STANLEYMS-PQ6,433$546,9520.04%
292COHEN & STEERS INFRASTRUCTURE COM19248A10922,714$544,9170.04%
293ISHARES S&P U.S. PREFERRED STOCK ETF46428868717,717$540,9020.04%
294OVINTIV INC COMOVV10,617$538,3880.04%
295DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF25434V78124,202$537,5380.04%
296RED ROCK RESORTS INC CL ARRR13,413$536,6540.04%
297SAIA INC COMSAIA2,525$529,4420.04%
298ATMOS ENERGY CORPATO4,700$526,7290.04%
299WESCO INTL INC COM95082P1054,164$521,3320.04%
300PNC FINL SVCS GROUP INC COM6934751053,300$521,2020.04%
301TAPESTRY INC COMTPR13,657$520,0610.04%
302DISNEY WALT CO COM2546871065,972$518,8470.04%
303JOHN BEAN TECHNOLOGIES CORP COMJBTM5,676$518,3890.04%
304FIDELITY MSCI HEALTH CARE INDEX ETF3160926008,042$514,5620.04%
305SPDR S&P 600 SMALL CAP GROWTH ETF78464A2017,114$513,9670.04%
306LAKELAND FINL CORP COM5116561007,041$513,7810.04%
307ARES MANAGEMENT CORPORATION CL A COM STKARES-PB7,432$508,6460.04%
308AVERY DENNISON CORP COMAVY2,793$505,5330.04%
309BADGER METER INC COMBMI4,627$504,4810.04%
310FMC CORP COM NEWFMC4,039$504,0670.04%
311LILLY ELI & CO COMLLY1,374$502,6640.04%
312ALLSTATE CORPALL-PJ3,700$501,7200.04%
313ABBVIE INC COMABBV3,082$498,0820.04%
314SCOTTS MIRACLE-GRO CO CL ASMG10,211$496,1590.04%
315ISHARES TR S&P AGGRESSIVE ALLOCATION FD4642898598,252$493,0800.04%
316CATALENT INC COM14880610210,916$491,3290.04%
317ISHARES MSCI EAFE VALUE ETF46428887710,704$491,1390.04%
318ADAPTIVE ALPHA OPPORTUNITIES ETFSTHO23,963$491,0950.04%
319LOCKHEED MARTIN CORPLMT1,004$488,8350.04%
320SPDR PORTFOLIO SHORT TERM TREASURY ETF78468R10116,918$488,7610.04%
321WHIRLPOOL CORP COMWHR-PA3,450$488,0370.04%
322LPL FINL HLDGS INC COM50212V1002,237$483,5720.04%
323SCHWAB US LARGE CAP VALUE ETF 8085244097,299$481,9140.04%
324TELEDYNE TECHNOLOGIES INC COMTDY1,200$479,8920.04%
325ANFIELD DIVERSIFIED ALTERNATIVES ETF90213U11556,037$471,0930.04%
326CULLEN FROST BANKERS INC COMCFR-PB3,466$463,4040.04%
327ISHARES CORE MODERATE ALLOCATION ETF46428987512,174$462,7340.04%
328NEXTERA ENERGY INC COMNEE-PW5,532$462,5520.04%
329VISA INCV2,217$460,6030.04%
330FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF33741X10217,626$459,1710.04%
331CISCO SYS INCCSCO9,587$456,7540.04%
332NATIONAL VISION HLDGS INC COMEYE11,736$454,8870.04%
333ATKORE INC COMATKR3,886$440,7500.03%
334INGREDION INC COMINGR4,500$440,6850.03%
335GENERAL MLS INC COM3703341045,239$439,2960.03%
336SYNAPTICS INC COMSYNA4,592$436,9740.03%
337FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND3373451024,146$436,3250.03%
338BOEING CO COMBA-PA2,283$434,8880.03%
339ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY4,914$432,8740.03%
340LOWES COS INC COM5486611072,169$432,2210.03%
341SAREPTA THERAPEUTICS INC COMSRPT3,328$431,2420.03%
342SALESFORCE COM CRM3,249$430,7840.03%
343ADVANCED DRAIN SYS INC DEL COM00790R1045,212$427,2270.03%
344BLACKROCK MUNI INTERDURATION FD INC COMBLK37,591$425,9060.03%
345BROADCOM INC COMAVGO759$424,3790.03%
346ARCHER DANIELS MIDLAND CO COMADM4,570$424,3320.03%
347STANLEY BLACK & DECKER INC COMSWK5,600$420,6720.03%
348QUALCOMM INCQCOM3,800$417,7720.03%
349TENABLE HLDGS INC COM88025T10210,872$414,7660.03%
350SPDR PORTFOLIO S&P 400 MID CAP ETF78464A8479,719$413,0690.03%
351GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT36465A109113,523$411,8270.03%
352MONGODB INC CL AMDB2,084$410,2140.03%
353FORD MOTOR COMPANY34537086035,047$407,5980.03%
354BLACKROCK MUN TARGET TERM TR COM SHS BEN INBLK19,081$406,2340.03%
355LINCOLN ELEC HLDGS INC COM5339001062,810$406,0160.03%
356LINDE PLC SHSLIN1,244$405,7670.03%
357DUKE ENERGY CORP NEW COM NEWDUKB3,917$403,4110.03%
358ADVANCED MICRO DEVICES INC COMAMD6,193$401,1200.03%
359WOODWARD INC COMWWD4,100$396,1010.03%
360FACTSET RESH SYS INC COM303075105987$395,9940.03%
361PAYLOCITY HLDG CORP COMPCTY2,029$394,1530.03%
362VISTEON CORP COM NEWVC3,008$393,5360.03%
363GENPACT LIMITED SHSG8,479$392,7470.03%
364SEAGEN INC COMSE3,050$391,9550.03%
365ABBOTT LABS COMABLZF3,562$391,0710.03%
366EXPEDITORS INTL WASH INC COM3021301093,760$390,7390.03%
367PENTAIR PLC SHSPNR8,610$387,2980.03%
368BANK AMERICA CORP COM06050510411,601$384,2250.03%
369XCEL ENERGY INC COMXELLL5,417$379,7850.03%
370NUVEEN ESG MID-CAP GROWTH ETFNU10,757$378,6720.03%
371SYNCHRONY FINANCIAL COMSYF-PB11,500$377,8900.03%
372THERMO FISHER SCIENTIFIC INC COMTMO686$377,7730.03%
373GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHTIVZ2,671$377,2960.03%
374LANTHEUS HLDGS INC COMLNTH7,387$376,4410.03%
375ISHARES MSCI KLD 400 SOCIAL ETF4642885705,228$375,3180.03%
376RH TACTICAL ROTATION ETFSTHO31,904$373,3150.03%
377ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF46435U85310,727$370,4030.03%
378CONOCOPHILLIPS COMCOP3,127$368,9860.03%
379BOSTON SCIENTIFIC CORP COMBSX7,929$366,8740.03%
380FIRST FINL BANKSHARES INC COM32020R10910,664$366,8410.03%
381ILLUMINA INCILMN1,813$366,5880.03%
382CSG SYS INTL INC COM1263491096,388$365,4120.03%
383NUVEEN ESG MID-CAP VALUE ETFNU12,250$364,4400.03%
384INSPIRE MED SYS INC COM4577301091,443$363,4620.03%
385FEDEX CORPFDX2,098$363,4360.03%
386REPUBLIC SERVICES INC 7607591002,795$360,5270.03%
387LOWES COS INC COM5486611071,807$360,0260.03%
388AVANTOR INC COMAVTR17,006$358,6560.03%
389ASML HOLDING N V N Y REGISTRY SHSASMLF647$353,5490.03%
390ISHARES TR S&P ALLOCATION FD GROWTH ALLOCATION FD4642898677,472$352,4150.03%
391TRANSUNION COMTRU6,198$351,7360.03%
392HUBSPOT INC COMHUBS1,212$350,4250.03%
393BRISTOL-MYERS SQUIBB CO COMCELG-RI4,869$350,3240.03%
394PROCORE TECHNOLOGIES INC COMPCOR7,395$348,8960.03%
395BLACKROCK INC BLK492$348,6450.03%
396AT&T INC COMT-PC18,897$347,8930.03%
397INTUITIVE SURGICAL, INC.ISRG1,301$345,2200.03%
398TEXAS PACIFIC LAND CORPORATION COMTPL147$344,6010.03%
399NVENT ELECTRIC PLC SHSNVT8,876$341,4680.03%
400US BANCORP DEL COM NEWUSB-PS7,793$339,8910.03%
401HARTFORD FINL SVCS GROUP INC COMHIG-PG4,456$337,8980.03%
402BOSTON SCIENTIFIC CORP COMBSX7,293$337,4470.03%
403MARKETAXESS HLDGS INC COMMKTX1,209$337,1780.03%
404PACCAR INC COMPCAR3,400$336,4980.03%
405BRP INC COM SUN VTGDOO4,406$336,3980.03%
406WELLS FARGO CO NEW COM9497461018,089$333,9940.03%
407INSULET CORP COMPODD1,133$333,5430.03%
408YUM! BRANDS INCYUM2,600$333,0080.03%
409BERKLEY W R CORP COMWRB-PH4,586$332,8450.03%
410AMERICAN FINL GROUP INC O0259321042,406$330,2950.03%
411AMERICAN TOWER CORP NEW COM03027X1001,559$330,2890.03%
412F5 NETWORKS INC FFIV2,298$329,7850.03%
413AMER SOFTWARE INC CL A02968310922,419$329,1100.03%
414SEI INVTS CO COM7841171035,642$328,9280.03%
415TJX COS INC NEW COM8725401094,110$327,1560.03%
416ORACLE CORPORATIONORCL-PD4,001$327,0410.03%
417NORTHROP GRUMMAN CORP COMNOC598$326,2740.03%
418OKTA INC CL AOKTA4,745$324,2250.03%
419JUNIPER NETWORKS INC 48203R10410,140$324,0740.03%
420XTRACKERS RUSSELL US MULTIFACTOR ETF2330514817,679$323,8600.02%
421SCHLUMBERGER LTD COM STKSLB6,018$321,7220.02%
422GENERAL ELECTRIC CO COM NEW3696043013,830$320,9740.02%
423SHOPIFY INC CL ASHOP9,206$319,5400.02%
424ISHARES AGGREGATE BOND ETF4642872263,350$315,3780.02%
425NVIDIA CORPNVDA2,151$314,3470.02%
426CVS HEALTH CORP COMCVS3,371$314,1430.02%
427NUVEEN SELECT MAT MUN FD SH BEN INTNU34,258$310,3860.02%
428POWERSHARES GLOBAL PREFERRED ETFIVZ27,248$303,6220.02%
429ADOBE SYS INCADBE902$303,5500.02%
430REALTY INCOME CORPO4,783$303,3870.02%
431EMERSON ELEC CO COMEMR3,141$301,7240.02%
432CANADIAN PAC RY LTD COM13645T1004,023$300,1150.02%
433PAYPAL HLDGS INC COMPYPL4,209$299,7640.02%
434DUKE ENERGY CORP NEW COM NEWDUKB2,880$296,6780.02%
435REPLIGEN CORP COMRGEN1,738$294,2600.02%
436HORIZON THERAPEUTICS PUB L SHSG461881012,571$292,5790.02%
437ROCKET PHARMACEUTICALS INC COMRCKTW14,905$291,6900.02%
438RINGCENTRAL INC CL ARNG8,232$291,4120.02%
439ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF4642885133,929$289,3650.02%
440PARKER-HANNIFIN CORP COMPH993$288,9630.02%
441INDEPENDENCE RLTY TR INC COM45378A10616,817$283,5340.02%
442LUMEN TECHNOLOGIES INC COMLUMN53,954$281,6420.02%
443BLOCK INC CL ABSQKZ4,466$280,6430.02%
444NICE LTD SPONSORED ADRNCSYF1,452$279,2190.02%
445MONSTER BEVERAGE CORP NEW COMMNST2,746$278,8010.02%
446JOHNSON CTLS INCG515021054,346$278,1440.02%
447MONOLITHIC PWR SYS INC COM609839105782$276,5230.02%
448AMERISOURCEBERGEN CORP COMCOR1,659$274,9120.02%
449KNIGHT-SWIFT TRANSN HLDGS INC CL A4990491045,228$273,9990.02%
450PRUDENTIAL FINL INC COMPUKPF2,742$272,7430.02%
451NEUROCRINE BIOSCIENCES INC COMNBIX2,282$272,5620.02%
452ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF4642886385,497$272,1960.02%
453CLAYMORE EXCHANGE TRADED FD TR 2 CLAYMORE CLEARETFIVZ8,960$270,9800.02%
454ENTEGRIS INC COMENTG4,131$270,9520.02%
455CABLE ONE INC COMCABO377$268,3710.02%
456QUANTA SVCS INC COM74762E1021,873$266,9020.02%
457DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF25434V73211,834$265,7920.02%
458MAXLINEAR INC COMMXL7,824$265,6240.02%
459ELEVANCE HEALTH INC COMELV508$260,5880.02%
460PIMCO ENHANCED SHORT MATURITY ACTIVE ETF72201R8332,635$259,9420.02%
461SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF78468R7962,745$256,2450.02%
462PROLOGIS INC. COMPLDGP2,260$254,7690.02%
463BILL COM HLDGS INC COMBILL2,335$254,4210.02%
464DIMENSIONAL INTERNATIONAL SMALL CAP ETF25434V77311,736$252,4420.02%
465CATERPILLAR INC COMCAT1,050$251,6660.02%
466ENTERPRISE PRODS PARTNERS L P29379210710,404$250,9460.02%
467MARRIOTT INTL INC NEW CL A5719032021,676$249,5390.02%
468AUTODESK INC COMADSK1,334$249,2840.02%
469CHARLES SCHWAB CORPSCHW-PJ2,974$247,6290.02%
470PAYA HOLDINGS INC COM CL A70434P10331,385$246,9990.02%
471CONSTELLATION BRANDS INC CL ASTZ1,061$245,8860.02%
472TAKE-TWO INTERACTIVE SOFTWARE COMTTWO2,358$245,5380.02%
473AVANTOR INC COMAVTR11,591$244,4540.02%
474ONE GAS INCOGS3,227$244,4190.02%
475GENERAL MOTORS CORP37045V1007,097$238,7530.02%
476WORKDAY INC CL AWDAY1,419$237,4410.02%
477COHEN & STEERS TOTAL RETURN RL COM19247R10319,390$237,1390.02%
478FOX CORP CL A COMFOX7,800$236,8860.02%
479ESAB CORPORATION COMESAB5,033$236,1480.02%
480METLIFE INC COMMET-PF4,249$235,4240.02%
481NXP SEMICONDUCTORS N V COMNXPI1,479$233,7260.02%
482FIRST TR MORNINGSTARDIVID LEADERS INDEX FD SHS3369171096,382$233,3300.02%
483DB COMMODITY INDEX TRACKINGIVZ9,452$232,9920.02%
484MICROSECTORS U.S. BIG OIL INDEX -3X INVERSE LEVERAGED ETN063679633715$230,5230.02%
485SOUTHWEST AIRLS CO COM8447411086,846$230,5040.02%
486BP PLC SPONSORED ADRBPPFF6,553$228,8960.02%
487TARGET CORP COMTGT1,524$227,1360.02%
488COMMERCIAL METALS CO COMCMC4,700$227,0100.02%
489ISHARES S&P SMALLCAP 600 GROWTH ETF4642878872,090$225,9320.02%
490SPDR HIGH YIELD BOND ETF78468R6222,493$224,4030.02%
491VERTEX PHARMACEUTICALS INVRTX760$219,4720.02%
492SPDR S&P DIVIDEND ETF78464A7631,744$218,1910.02%
493HUMANA INC COMHUM425$217,6800.02%
494VANGUARD TOTAL WORLD STOCK ETF9220427422,516$216,8760.02%
495FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND33733E2031,403$216,2440.02%
496OCCIDENTAL PETE CORP COM6745991053,114$215,6600.02%
497GENERAL MOTORS CORP37045V1006,395$215,1270.02%
498MARVELL TECHNOLOGY INC COMMRVL5,782$214,1650.02%
499ROCKWELL AUTOMATION INC COMROK828$213,2670.02%
500PIMCO ENHANCED LOW DURATION ACTIVE ETF72201R7182,260$213,0270.02%