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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

Stonebridge Capital Advisors LLC

Quarter ended Q4 2023 · Filed November 15, 2023 · Accession 0001600035-23-000005

Total Value
$908.5M
Positions
931
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC COMAAPL293,954$50.3M5.56%
2MICROSOFT CORP COMMSFT123,539$39.0M4.31%
3ALPHABET INC CAP STK CL AGOOG233,211$30.5M3.37%
4AMAZON COM INC COMAMZN193,521$24.6M2.72%
5ISHARES CORE S&P 500 ETF46428720054,830$23.5M2.60%
6JPMORGAN CHASE & CO COMVYLD153,907$22.3M2.46%
7PROCTER AND GAMBLE CO COM742718109137,505$20.1M2.21%
8META PLATFORMS INC CL AMETA59,634$17.9M1.98%
9MCDONALDS CORP COMMCD61,331$16.2M1.78%
10BLACKROCK INC COMBLK24,268$15.7M1.73%
11HOME DEPOT INC COMHD51,745$15.6M1.73%
12EXXON MOBIL CORP COMXOM128,838$15.1M1.67%
13VISA INC COM CL AV62,319$14.3M1.58%
14ORACLE CORP COMORCL-PD134,148$14.2M1.57%
15JOHNSON & JOHNSON COMJNJ90,302$14.1M1.55%
16COCA COLA CO COMKO248,228$13.9M1.53%
17QUALCOMM INC COMQCOM123,499$13.7M1.51%
18WALMART INC COMWMT84,645$13.5M1.49%
19CHEVRON CORP NEW COMCVX80,152$13.5M1.49%
20INVESCO BULLETSHARES 2024 CORPORATE BOND ETFIVZ633,454$13.1M1.45%
21MERCK & CO INC COMMRK123,845$12.7M1.41%
22THERMO FISHER SCIENTIFIC INC COMTMO23,956$12.1M1.34%
23VANGUARD SHORT-TERM CORPORATE BOND ETF92206C409160,795$12.1M1.33%
24UNITEDHEALTH GROUP INC COMUNH23,760$12.0M1.32%
25MEDTRONIC PLC SHSMDT152,841$12.0M1.32%
26INVESCO BULLETSHARES 2025 CORPORATE BOND ETFIVZ561,325$11.3M1.25%
27NIKE INC CL BNKE116,593$11.1M1.23%
28INVESCO BULLETSHARES 2023 CORPORATE BOND ETFIVZ513,395$10.9M1.20%
29HONEYWELL INTL INC COM43851610657,086$10.5M1.16%
30DISNEY WALT CO COM254687106128,897$10.4M1.15%
31ANALOG DEVICES INC COMADI59,305$10.4M1.15%
32BRISTOL-MYERS SQUIBB CO COMCELG-RI178,196$10.3M1.14%
33UNITED PARCEL SERVICE INC CL BUPS62,592$9.8M1.08%
34TRAVELERS COMPANIES INC COMTRV58,658$9.6M1.06%
35KINDER MORGAN INC DEL COMEP-PC549,673$9.1M1.01%
36US BANCORP DEL COM NEWUSB-PS264,183$8.7M0.96%
37GILEAD SCIENCES INC COMGILD113,486$8.5M0.94%
38SALESFORCE INC COMCRM40,017$8.1M0.90%
39NVIDIA CORPORATION COMNVDA18,598$8.1M0.89%
40DUKE ENERGY CORP NEW COM NEWDUKB89,005$7.9M0.87%
41CONSTELLATION BRANDS INC CL ASTZ30,174$7.6M0.84%
42CVS HEALTH CORP COMCVS107,157$7.5M0.83%
43MARRIOTT INTL INC NEW CL A57190320237,535$7.4M0.81%
44DIAGEO PLC SPON ADR NEWDGEAF49,194$7.3M0.81%
45AT&T INC COMT-PC487,639$7.3M0.81%
46EXPEDIA GROUP INC COM NEWEXPE70,094$7.2M0.80%
47VERIZON COMMUNICATIONS INC COMVZ221,411$7.2M0.79%
48TRUIST FINL CORP COM89832Q109243,485$7.0M0.77%
49CONOCOPHILLIPS COMCOP56,498$6.8M0.75%
50AGNICO EAGLE MINES LTD COMAEM144,972$6.6M0.73%
51BOEING CO COMBA-PA33,422$6.4M0.71%
52HUNTINGTON INGALLS INDS INC COM44641310630,255$6.2M0.68%
53VANGUARD HIGH DIVIDEND YIELD INDEX ETF92194640652,413$5.4M0.60%
54ADVANCED MICRO DEVICES INC COMAMD51,898$5.3M0.59%
55BHP GROUP LTD SPONSORED ADSBHPLF86,147$4.9M0.54%
56OLD NATL BANCORP IND COM680033107334,270$4.9M0.54%
57REAL ESTATE SELECT SECTOR SPDR FUND81369Y860141,773$4.8M0.53%
58ISHARES RUSSELL MID-CAP GROWTH ETF46428748152,500$4.8M0.53%
59ISHARES SELECT DIVIDEND ETF46428716843,032$4.6M0.51%
60VANGUARD FTSE ALL-WORLD EX-US INDEX FUND92204277584,247$4.4M0.48%
61EATON CORP PLC SHSETN20,065$4.3M0.47%
62GOLDMAN SACHS GROUP INC COMGSCE13,166$4.3M0.47%
63INVESCO BULLETSHARES 2028 CORPORATE BOND ETFIVZ215,835$4.2M0.46%
64INVESCO BULLETSHARES 2026 CORPORATE BOND ETFIVZ220,863$4.1M0.46%
65SCHWAB U.S. LARGE-CAP VALUE ETF80852440959,898$3.9M0.43%
66INTERNATIONAL BUSINESS MACHS COMINTR24,899$3.5M0.39%
67CISCO SYS INC COMCSCO57,486$3.1M0.34%
68ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF46435U697119,278$3.1M0.34%
69SEMPRA COMSREA44,462$3.0M0.33%
70GRACO INC COMGGG40,755$3.0M0.33%
71RTX CORPORATION COMRTX40,342$2.9M0.32%
72TARGET CORP COMTGT25,998$2.9M0.32%
73WINMARK CORP COMWINA7,682$2.9M0.32%
74ALPHABET INC CAP STK CL CGOOG20,618$2.7M0.30%
75CF INDS HLDGS INC COM12526910030,386$2.6M0.29%
76MICROCHIP TECHNOLOGY INC. COMMCHPP33,310$2.6M0.29%
77SCHWAB CHARLES CORP COMSCHW-PJ47,278$2.6M0.29%
78ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF46435U43294,748$2.5M0.27%
79ISHARES RUSSELL 1000 GROWTH ETF4642876149,006$2.4M0.26%
80ISHARES IBONDS DEC 2023 TERM MUNI BOND ETF46435G31892,143$2.4M0.26%
81WELLS FARGO CO NEW COM94974610155,982$2.3M0.25%
82LABORATORY CORP AMER HLDGS COM NEW50540R40911,219$2.3M0.25%
83ELEVANCE HEALTH INC COMELV5,091$2.2M0.24%
84STRYKER CORPORATION COMSYK8,029$2.2M0.24%
85STARBUCKS CORP COMSBUX23,197$2.1M0.23%
86KRAFT HEINZ CO COMKHC62,702$2.1M0.23%
87ACCENTURE PLC IRELAND SHS CLASS AACN6,781$2.1M0.23%
88PRUDENTIAL FINL INC COMPUKPF21,546$2.0M0.23%
89PEPSICO INC COMPEP11,997$2.0M0.22%
90ABBOTT LABS COMABLZF20,351$2.0M0.22%
91CROWDSTRIKE HLDGS INC CL ACRWD11,364$1.9M0.21%
92IQVIA HLDGS INC COMIQV9,418$1.9M0.20%
93BANK AMERICA CORP COM06050510465,495$1.8M0.20%
94HERSHEY CO COMHSY8,529$1.7M0.19%
95HASBRO INC COMHAS24,583$1.6M0.18%
96BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A4,576$1.6M0.18%
97EDWARDS LIFESCIENCES CORP COMEW22,813$1.6M0.17%
98BALL CORP COMBALL31,446$1.6M0.17%
99ISHARES MSCI ACWI EX U.S. ETF46428824032,985$1.6M0.17%
100APPLIED MATLS INC COM03822210510,779$1.5M0.16%
101EOG RES INC COMEOG11,634$1.5M0.16%
102DARLING INGREDIENTS INC COMDAR28,104$1.5M0.16%
103CITIGROUP INC COM NEWC-PR35,578$1.5M0.16%
104SYSCO CORP COMSYY21,830$1.4M0.16%
105INVESCO BULLETSHARES 2027 CORPORATE BOND ETFIVZ72,195$1.4M0.15%
106INTUITIVE SURGICAL INC COM NEWISRG4,545$1.3M0.15%
107INTEL CORP COMINTC36,325$1.3M0.14%
108VANGUARD TAX-EXEMPT BOND ETF92290774626,010$1.3M0.14%
109MARVELL TECHNOLOGY INC COMMRVL22,744$1.2M0.14%
110SPDR S&P 500 ETF TRUSTSPY2,792$1.2M0.13%
111VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C87015,560$1.2M0.13%
112CORNING INC COMGLW38,450$1.2M0.13%
113ISHARES RUSSELL 2000 ETF4642876556,494$1.1M0.13%
114DELTA AIR LINES INC DEL COM NEWDAL28,802$1.1M0.12%
115INVESCO LTD SHSIVZ72,413$1.1M0.12%
116ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF46435U25939,568$981,6800.11%
117TORO CO COMTORO11,767$977,8380.11%
118ALLIANT ENERGY CORP COMLNT19,780$958,3590.11%
119ELI LILLY & CO COMLLY1,741$935,3030.10%
120ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF46428864617,992$896,5570.10%
121GENERAL MLS INC COM37033410413,437$859,8110.09%
122ENBRIDGE INC COMENNPF25,473$852,4600.09%
123ROCKWELL AUTOMATION INC COMROK2,822$806,7250.09%
124NEWELL BRANDS INC COMNWL85,274$770,0250.09%
125FEDEX CORP COMFDX2,819$746,7710.08%
126PAYPAL HLDGS INC COMPYPL12,529$732,4450.08%
127PFIZER INC COMPFE21,757$721,6710.08%
128ASSOCIATED BANC CORP COMASBA38,000$650,1800.07%
129ISHARES CORE U.S. AGGREGATE BOND ETF4642872266,771$636,7790.07%
130CATERPILLAR INC COMCAT2,261$617,1920.07%
131ISHARES MSCI EMERGING MARKETS ETF46428723416,070$609,8570.07%
132ONTO INNOVATION INC COMONTO4,741$604,5720.07%
133ECOLAB INC COMECL3,531$598,1510.07%
134AIR PRODS & CHEMS INC COMAIIR2,087$591,4560.07%
135ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4642871505,754$541,9690.06%
136SCHLUMBERGER LTD COM STKSLB8,981$523,5630.06%
137KIMBERLY-CLARK CORP COMKMB4,277$516,8750.06%
138ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF46435U32520,890$509,9250.06%
139XCEL ENERGY INC COMXELLL8,615$492,9540.05%
140NEXTERA ENERGY INC COMNEE-PW7,926$454,0710.05%
141NUCOR CORP COMNUE2,787$435,7470.05%
142COMCAST CORP NEW CL ACCZ9,598$425,5750.05%
143TAKE-TWO INTERACTIVE SOFTWARE COMTTWO3,026$424,8200.05%
144VANGUARD FTSE DEVELOPED MARKETS ETF9219438589,196$402,0340.04%
145LITTELFUSE INC COMLFUS1,625$401,8950.04%
146DARDEN RESTAURANTS INC COMDRI2,636$377,5280.04%
147FISERV INC COMFISV3,263$368,5880.04%
148BIO-TECHNE CORP COMTECH5,171$351,9900.04%
149SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X1091,017$340,6440.04%
150MASTERCARD INCORPORATED CL AMA856$338,8990.04%
151ENTEGRIS INC COMENTG3,550$333,3810.04%
152VANGUARD S&P 500 ETF922908363844$331,4390.04%
153PHILIP MORRIS INTL INC COM7181721093,576$331,0660.04%
154VANGUARD DIVIDEND APPRECIATION ETF9219088442,081$323,4080.04%
155HORMEL FOODS CORP COMHRL8,497$323,1410.04%
156SCHWAB U.S. LARGE-CAP ETF8085242016,052$306,2310.03%
157MOTOROLA SOLUTIONS INC COM NEWMSI1,107$301,3700.03%
158FASTENAL CO COMFAST5,513$301,2300.03%
159TESLA INC COMTSLA1,200$300,2640.03%
160AMERICAN EXPRESS CO COMAXP2,005$299,1260.03%
161SNAP ON INC COMSNA1,152$293,8810.03%
162COSTCO WHSL CORP NEW COM22160K105511$288,6950.03%
163STELLANTIS N.V SHSSTLA15,000$286,9500.03%
164BROWN & BROWN INC COMBRO4,100$286,3440.03%
165FULLER H B CO COMFUL4,150$284,7320.03%
166ABBVIE INC COMABBV1,891$281,8720.03%
167PAYCOM SOFTWARE INC COMPAYC1,087$281,7200.03%
168HEXCEL CORP NEW COM4282911084,300$280,1020.03%
169LOCKHEED MARTIN CORP COMLMT678$277,2750.03%
170FORTREA HLDGS INC COMMON STOCKFTRE9,684$276,8660.03%
171LOWES COS INC COM5486611071,315$273,3100.03%
172NVENT ELECTRIC PLC SHSNVT5,119$271,2560.03%
173SPDR S&P DIVIDEND ETF78464A7632,338$268,8930.03%
174CHEMED CORP NEW COMCHE503$261,4090.03%
175AMER STATES WTR CO COM0298991013,300$259,6440.03%
176DONALDSON INC COMDCI4,245$253,1720.03%
177VANGUARD VALUE ETF9229087441,813$250,0690.03%
178VANGUARD TOTAL BOND MARKET ETF9219378353,571$249,1840.03%
179ADOBE INC COMADBE477$243,2220.03%
180GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFNVGLF2,881$242,6670.03%
181UNION PAC CORP COMUNP1,181$240,5550.03%
182FORD MTR CO DEL COM34537086019,191$238,3520.03%
183BARINGS CORPORATE INVS COM06759X10714,735$234,8760.03%
184CONSTELLATION ENERGY CORP COMCEG2,108$229,9410.03%
185SOUTHERN CO COMSOMN3,545$229,4440.03%
186TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391002,628$228,3730.03%
187REGIONS FINANCIAL CORP NEW COMRF-PF13,264$228,1410.03%
188GENERAL ELECTRIC CO COM NEW3696043012,038$225,3010.02%
189ISHARES CORE S&P MID-CAP ETF464287507893$222,6700.02%
190ROYAL BK CDA COM7800871022,536$221,7430.02%
191ISHARES CORE MSCI EAFE ETF46432F8423,424$220,3340.02%
192ISHARES YIELD OPTIMIZED BOND ETF46434V78710,250$219,0900.02%
193COLGATE PALMOLIVE CO COMCL3,051$216,9260.02%
194COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH3,144$212,9750.02%
195BAKER HUGHES COMPANY CL ABKR6,022$212,6970.02%
196ONEOK INC NEW COMOKE3,325$210,9020.02%
197INVESCO QQQ TRUST SERIES IIVZ587$210,4200.02%
198SNOWFLAKE INC CL ASNOW1,365$208,5310.02%
199MONDELEZ INTL INC CL A6092071052,991$207,5750.02%
200EXELON CORP COMEXC5,438$205,5020.02%
201SOUTHWEST AIRLS CO COM8447411087,554$204,4840.02%
202TENNANT CO COMTNC2,750$203,9130.02%
203LAMB WESTON HLDGS INC COMLW2,133$197,2170.02%
204BROADCOM INC COMAVGO237$196,8470.02%
205VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF9220208054,039$190,9640.02%
206ISHARES CORE S&P SMALL CAP ETF4642878042,021$190,6410.02%
207MICRON TECHNOLOGY INC COMMU2,663$181,1640.02%
208ALTRIA GROUP INC COMMO4,306$181,0760.02%
209EATON VANCE TAX MNGED BUY WRIT COMETN14,000$176,5400.02%
210ISHARES TIPS BOND ETF4642871761,701$176,4280.02%
211AKAMAI TECHNOLOGIES INC COMAKAM1,655$176,3240.02%
212CONAGRA BRANDS INC COMCAG6,400$175,4880.02%
213ITT INC COMITT1,792$175,4550.02%
214AUTOMATIC DATA PROCESSING INC COMADP728$175,1420.02%
215NATIONAL HEALTHCARE CORP COMNHC2,712$173,5140.02%
216SHELL PLC SPON ADSRYDAF2,691$173,2470.02%
217PALANTIR TECHNOLOGIES INC CL APLTR10,655$170,4800.02%
218FAIR ISAAC CORP COMFICO195$169,3630.02%
219AMERICAN WTR WKS CO INC NEW COM0304201031,350$167,1710.02%
220NORFOLK SOUTHN CORP COM655844108845$166,4060.02%
221CHENIERE ENERGY INC COM NEWLNG1,000$165,9600.02%
222PIONEER NAT RES CO COM723787107715$164,1280.02%
223ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF46435U2836,700$164,0160.02%
224WORKIVA INC COM CL AWK1,596$161,7390.02%
225MARATHON PETE CORP COMMARA1,048$158,6040.02%
226FREEPORT-MCMORAN INC CL BFCX4,234$157,9010.02%
227DOLLAR GEN CORP NEW COM2566771051,432$151,5470.02%
228HALLIBURTON CO COMHAL3,700$149,8500.02%
229RANGE RES CORP COMRRC4,600$149,0860.02%
230DUPONT DE NEMOURS INC COMDD1,968$146,7930.02%
231SPROTT PHYSICAL GOLD TR UNITSII10,250$146,7800.02%
232GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC2,155$146,6260.02%
233ISHARES GLOBAL 100 ETF4642875722,000$146,4800.02%
234WEYERHAEUSER CO MTN BE COM NEWWY4,700$144,1020.02%
235THE CIGNA GROUP COM125523100495$141,6050.02%
236BLACKROCK ENHANCED EQUITY DIVI COMBLK18,284$139,1410.02%
237INTERCONTINENTAL EXCHANGE INC COM45866F1041,259$138,5150.02%
238BLACKSTONE INC COMBX1,291$138,3180.02%
239DEERE & CO COMDE364$137,3660.02%
240SPDR GOLD SHARESGLD800$137,1600.02%
241C H ROBINSON WORLDWIDE INC COM NEWCHRW1,575$135,6550.01%
242CHENIERE ENERGY PARTNERS LP COM UNITLNG2,500$135,4750.01%
243SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF78464A6724,870$134,0710.01%
244VANGUARD SMALL-CAP ETF922908751697$131,7820.01%
245PACER US CASH COWS 100 ETF69374H8812,662$131,5830.01%
246JPMORGAN ULTRA-SHORT INCOME ETF46641Q8372,600$130,4680.01%
247TRANE TECHNOLOGIES PLC SHSTT642$130,2680.01%
248VANGUARD GROWTH ETF922908736477$129,8920.01%
249WELLTOWER INC COMWELL1,576$129,1060.01%
250AMERICAN TOWER CORP NEW COM03027X100780$128,3450.01%
251L3HARRIS TECHNOLOGIES INC COMLHX727$126,5460.01%
252SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF78464A2845,030$119,8150.01%
253VICTORYSHARES US 500 VOLATILITY WTD ETF92647N7661,742$118,6130.01%
254EMERSON ELEC CO COMEMR1,227$118,4910.01%
255VALERO ENERGY CORP COMVLO830$117,6770.01%
256DEVON ENERGY CORP NEW COM25179M1032,416$115,2430.01%
257GSK PLC SPONSORED ADRGLAXF3,173$115,0210.01%
258WINTRUST FINL CORP COM97650W1081,500$113,2500.01%
259PRINCIPAL FINANCIAL GROUP INC COMPFG1,570$113,1500.01%
260TANDEM DIABETES CARE INC COM NEWTNDM5,400$112,1580.01%
261TECHNOLOGY SELECT SECTOR SPDR FUND81369Y803680$111,4720.01%
262SCHWAB U.S. SMALL-CAP ETF8085246072,652$109,8460.01%
263SHERWIN WILLIAMS CO COMSHW429$109,4250.01%
264POLARIS INC COMPII1,050$109,3470.01%
265AFLAC INC COMAFL1,419$108,8890.01%
266WISDOMTREE U.S. TOTAL DIVIDEND FUNDWT1,804$108,5470.01%
267PHILLIPS 66 COMPSX885$106,3380.01%
268ATMOS ENERGY CORP COMATO1,000$105,9300.01%
269WASTE MGMT INC DEL COM94106L109694$105,8350.01%
270ALBEMARLE CORP COMALB-PA619$105,2550.01%
271URANIUM ENERGY CORP COMUEC20,000$103,0000.01%
272DANAHER CORPORATION COM235851102408$101,2250.01%
273BLACKROCK ULTRA SHORT-TERM BOND ETF46434V8782,000$100,7600.01%
274CALIFORNIA WTR SVC GROUP COM1307881022,125$100,5340.01%
275FS KKR CAP CORP COMFSK5,056$99,5510.01%
276FORTUNE BRANDS INNOVATIONS INC COMFBIN1,591$98,8970.01%
277BAXTER INTL INC COM0718131092,608$98,4260.01%
278NOVO-NORDISK A S ADRNONOF1,038$94,3960.01%
279PNC FINL SVCS GROUP INC COM693475105752$92,3230.01%
280CARRIER GLOBAL CORPORATION COMCARR1,655$91,3560.01%
281HENRY SCHEIN INC COMHSIC1,230$91,3280.01%
282VALE S A SPONSORED ADSVALE6,800$91,1200.01%
283SCHWAB US DIVIDEND EQUITY ETF8085247971,246$88,1460.01%
284WEC ENERGY GROUP INC COMWEC1,068$86,0200.01%
285DOMINION ENERGY INC COMD1,918$85,6710.01%
286STIFEL FINL CORP COM8606301021,380$84,7870.01%
287PAYCHEX INC COMPAYX733$84,5370.01%
288BP PLC SPONSORED ADRBPPFF2,119$82,0480.01%
289CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y407500$80,4900.01%
290VANGUARD TOTAL STOCK MARKET ETF922908769371$78,8580.01%
291MORGAN STANLEY COM NEWMS-PQ960$78,4130.01%
292TYSON FOODS INC CL ATSN1,550$78,2480.01%
293FINANCIAL SELECT SECTOR SPDR FUND81369Y6052,355$78,1150.01%
294SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B8336351051,300$77,5710.01%
295KROGER CO COMKR1,726$77,2390.01%
296ISHARES RUSSELL 1000 VALUE ETF464287598496$75,3030.01%
297CONSOLIDATED EDISON INC COMED878$75,0750.01%
298QUANTA SVCS INC COM74762E102400$74,8280.01%
299ISHARES RUSSELL 2000 GROWTH ETF464287648330$73,9700.01%
300GENUINE PARTS CO COMGPC512$73,9230.01%
301NETFLIX INC COMNFLX193$72,8770.01%
302LIVENT CORP COMLIVG3,950$72,7200.01%
303NORTHROP GRUMMAN CORP COMNOC165$72,6310.01%
304TJX COS INC NEW COM872540109814$72,3480.01%
305ISHARES RUSSELL MIDCAP ETF4642874991,039$71,9510.01%
306MADISON COVERED CALL & EQUITY COMMCN10,000$70,7000.01%
307VANGUARD FTSE EMERGING MARKETS ETF9220428581,803$70,6880.01%
308NUTRIEN LTD COMNTR1,140$70,4760.01%
309YUM BRANDS INC COMYUM564$70,4660.01%
310CHUBB LIMITED COMCB338$70,3650.01%
311CANADIAN NATL RY CO COM136375102647$70,0900.01%
312BARINGS PARTN INVS SH BEN INT06761A1035,208$69,9430.01%
313JPMORGAN EQUITY PREMIUM INCOME ETF46641Q3321,300$69,6280.01%
314DIGITAL RLTY TR INC COM253868103568$68,7390.01%
315ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF4642886381,386$67,4290.01%
316VANGUARD MID-CAP VALUE ETF922908512513$67,1450.01%
317SPDR GOLD MINISHARES TRUSTGLDW1,801$66,0250.01%
318AMERIPRISE FINL INC COM03076C106200$65,9360.01%
319ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396468$65,3800.01%
320TC ENERGY CORP COMTRPRF1,900$65,3790.01%
321AMGEN INC COMAMGN243$65,2480.01%
322STEEL DYNAMICS INC COMSTLD600$64,3320.01%
323GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF37954Y7152,600$64,2720.01%
324SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSSE960$63,3340.01%
325ISHARES INVESTMENT GRADE CORPORATE BOND BUYWRITE STRATEGY ETF46436E2882,000$63,0400.01%
326CENTERPOINT ENERGY INC COMCNP2,342$62,8830.01%
327ESSENTIAL UTILS INC COM29670G1021,819$62,4460.01%
328AECOM COMACM750$62,2800.01%
329UNILEVER PLC SPON ADR NEWUNLYF1,250$61,7500.01%
330PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A467696$61,6190.01%
331MARTIN MARIETTA MATLS INC COM573284106149$61,1620.01%
332ISHARES ESG AWARE MSCI USA ETF46435G425651$61,1340.01%
333T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF87283Q8672,450$60,7850.01%
334HALEON PLC SPON ADSHLNCF7,295$60,7670.01%
335SPDR LOOMIS SAYLES OPPORTUNISTIC BOND ETF78470P8042,400$60,1510.01%
336NEWMONT CORP COMNEMCL1,617$59,7480.01%
337SCHWAB U.S. LARGE-CAP GROWTH ETF808524300820$59,6150.01%
338SHOPIFY INC CL ASHOP1,080$58,9360.01%
339STARWOOD PPTY TR INC COMSTHO3,000$58,0500.01%
340LAS VEGAS SANDS CORP COMLVS1,257$57,6210.01%
341MP MATERIALS CORP COM CL AMP3,000$57,3000.01%
342TRACTOR SUPPLY CO COMTSCO282$57,2600.01%
343HOWMET AEROSPACE INC COMHWM1,233$57,0260.01%
344VIRTUS DIVIDEND INTEREST & PR COMNFJ5,011$56,7750.01%
345SCHWAB INTERNATIONAL EQUITY ETF8085248051,668$56,6450.01%
346CLEVELAND-CLIFFS INC NEW COMCLF3,600$56,2680.01%
347BLACK HILLS CORP COMBKH1,100$55,6490.01%
348REAVES UTIL INCOME FD COM SH BEN INT7561581012,210$54,4770.01%
349DNP SELECT INCOME FD INC COM23325P1045,623$53,5310.01%
350ISHARES PREFERRED & INCOME SECURITIES ETF4642886871,775$53,5160.01%
351ISHARES 1-3 YEAR TREASURY BOND ETF464287457654$52,9540.01%
352AMERICAN ELEC PWR CO INC COM025537101697$52,4280.01%
353ALCOA CORP COMAA1,800$52,3080.01%
354HORIZON THERAPEUTICS PUB L SHSG46188101450$52,0610.01%
355MONGODB INC CL AMDB150$51,8790.01%
356TECK RESOURCES LTD CL BTCKRF1,200$51,7080.01%
357DIAMEDICA THERAPEUTICS INC COM NEWDMAC20,000$51,6000.01%
358NXP SEMICONDUCTORS N V COMNXPI258$51,5790.01%
359INVESCO S&P 500 EQUAL WEIGHT ETFIVZ362$51,2920.01%
360PINTEREST INC CL APINS1,880$50,8160.01%
361SPOTIFY TECHNOLOGY S A SHSSPOT325$50,2580.01%
362ISHARES 7-10 YEAR TREASURY BOND ETF464287440540$49,4590.01%
363EATON VANCE TAX-MANAGED GLOBAL COMETN6,697$49,3570.01%
364PREFORMED LINE PRODS CO COM740444104300$48,7740.01%
365HARTFORD FINL SVCS GROUP INC COMHIG-PG683$48,4320.01%
366WP CAREY INC COM92936U109895$48,4020.01%
367CHECK POINT SOFTWARE TECH LTD ORDM22465104358$47,7140.01%
368OPEN TEXT CORP COMOTEX1,356$47,5960.01%
369ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF46435G2431,989$47,2790.01%
370APOGEE ENTERPRISES INC COMAPOG1,000$47,0800.01%
371CADENCE DESIGN SYSTEM INC COMCDNS200$46,8600.01%
372ISHARES RUSSELL 1000 ETF464287622196$46,1360.01%
373UFP INDUSTRIES INC COMUFPI450$46,0800.01%
374TE CONNECTIVITY LTD SHSTEL371$45,8300.01%
375AUTODESK INC COMADSK221$45,7270.01%
376MCKESSON CORP COMMCK105$45,6590.01%
377SCHWAB U.S. MID-CAP ETF808524508670$45,3460.01%
378JPMORGAN CORE PLUS BOND ETF46641Q6701,000$44,6700.00%
379CME GROUP INC COMCME222$44,5230.00%
380APA CORPORATION COMAPA1,040$42,7440.00%
381ROYAL GOLD INC COMRGLD400$42,5320.00%
382OTIS WORLDWIDE CORP COMOTIS527$42,3230.00%
383VERTEX PHARMACEUTICALS INC COMVRTX121$42,0770.00%
384METLIFE INC COMMET-PF662$41,6370.00%
385CARNIVAL CORP COMMON STOCKCUKPF2,999$41,1460.00%
386NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETFNU1,483$40,5160.00%
387BANK NEW YORK MELLON CORP COM064058100948$40,4320.00%
388CENTRUS ENERGY CORP CL ALEU700$39,7320.00%
389ISHARES RUSSELL MID-CAP VALUE ETF464287473375$39,1280.00%
390INVESCO DB AGRICULTURE FUNDIVZ1,800$38,5380.00%
391SPDR PORTFOLIO LONG TERM TREASURY ETF78464A6641,472$38,4930.00%
392SCHWAB SHORT-TERM US TREASURY ETF808524862801$38,3600.00%
393SCHWAB INTERMEDIATE-TERM US TREASURY ETF808524854797$38,2080.00%
394TASEKO MINES LTD COMTGB30,000$38,1000.00%
395MCCORMICK & CO INC COM NON VTGMKC-V500$37,8200.00%
396ILLINOIS TOOL WKS INC COM452308109163$37,5410.00%
397MOSAIC CO NEW COMMOS1,035$36,8460.00%
398CHURCH & DWIGHT CO INC COMCHD400$36,6520.00%
399CUMMINS INC COMCMI160$36,5540.00%
400BARINGS BDC INC COMBBDC4,102$36,5490.00%
401OREILLY AUTOMOTIVE INC COM67103H10740$36,3540.00%
402JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF46641Q134668$36,3190.00%
403PUBLIC SVC ENTERPRISE GRP INC COM744573106633$36,0240.00%
404SCHWAB EMERGING MARKETS EQUITY ETF8085247061,495$35,7900.00%
405SERVICENOW INC COMNOW64$35,7730.00%
406INVESCO FOOD & BEVERAGE ETFIVZ835$35,3710.00%
407SABRA HEALTH CARE REIT INC COMSBRA2,532$35,2960.00%
408DIGI INTL INC COM2537981021,300$35,1000.00%
409ANGLOGOLD ASHANTI PLC COM SHSAU2,200$34,7600.00%
410ISHARES 20 YEAR TREASURY BOND BUYWRITE STRATEGY ETF46436E3381,200$34,6680.00%
411AIRSCULPT TECHNOLOGIES INC COMAIRS5,000$34,2000.00%
412VANGUARD ESG U.S. STOCK ETF921910733450$33,8490.00%
413BECTON DICKINSON & CO COMBDX129$33,3500.00%
414SMUCKER J M CO COM NEW832696405269$33,0590.00%
415ENTERPRISE PRODS PARTNERS L P COM2937921071,200$32,8440.00%
416EATON VANCE TAX-MANAGED DIVERS COMETN2,826$32,6120.00%
417JOHNSON CTLS INTL PLC SHSG51502105609$32,4050.00%
418HEALTH CARE SELECT SECTOR SPDR FUND81369Y209251$32,3140.00%
419DTE ENERGY CO COMDTK325$32,2660.00%
420METTLER TOLEDO INTERNATIONAL COMMTD29$32,1340.00%
421FIRST TR SR FLTG RATE INCOME F COM33733U1083,180$31,8000.00%
422UNITED MICROELECTRONICS CORP SPON ADR NEWUMC4,500$31,7700.00%
423INVESCO FTSE RAFI US 1500 SMALL-MID ETFIVZ951$31,3720.00%
424NORWEGIAN CRUISE LINE HLDG LTD SHSNCLH1,900$31,3120.00%
425JP MORGAN BETABUILDERS U.S. EQUITY ETF46641Q399404$31,1400.00%
426MATSON INC COMMATX350$31,0520.00%
427PENTAIR PLC SHSPNR473$30,6270.00%
428BLACKROCK HEALTH SCIENCES TR COMBLK780$30,5370.00%
429COHEN & STEERS QUALITY INCOME COM19247L1063,000$30,3600.00%
430ISHARES MORNINGSTAR MID-CAP VALUE ETF464288406500$30,2950.00%
431HUNTINGTON BANCSHARES INC COMHBANP2,884$29,9940.00%
432GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETFNVGLF501$29,9250.00%
433GENERAL DYNAMICS CORP COMGD135$29,8310.00%
434IQ MACKAY MUNICIPAL INSURED ETF45409F8431,300$29,7050.00%
435NETAPP INC COMNTAP389$29,5170.00%
436SURGERY PARTNERS INC COMSGRY1,000$29,2500.00%
437ENTERGY CORP NEW COMENO315$29,1550.00%
438ALLSTATE CORP COMALL-PJ259$28,8550.00%
439PALO ALTO NETWORKS INC COMPANW123$28,8360.00%
440FORTIS INC COMFTRSF756$28,7200.00%
441BEST BUY INC COMBBY411$28,5520.00%
442PENN ENTERTAINMENT INC COMPENN1,240$28,4580.00%
443DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF25434V8801,240$27,9250.00%
444OLD SECOND BANCORP INC ILL COMOSBC2,032$27,6560.00%
445PRICE T ROWE GROUP INC COMTROW261$27,3910.00%
446INVESCO BULLETSHARES 2029 CORPORATE BOND ETFIVZ1,555$27,2510.00%
447DIAMONDBACK ENERGY INC COMFANG175$27,1040.00%
448TOTALENERGIES SE SPONSORED ADSTTE412$27,0930.00%
449WISDOMTREE U.S. AI ENHANCED VALUE FUNDWT301$26,7720.00%
450ISHARES NATIONAL MUNI BOND ETF464288414260$26,6600.00%
451CORTEVA INC COMCTVA521$26,6290.00%
452AIRBNB INC COM CL AABNB192$26,3440.00%
453MARSH & MCLENNAN COS INC COM571748102138$26,2610.00%
454API GROUP CORP COM STKAPG1,000$25,9300.00%
455PLAINS GP HLDGS L P LTD PARTNR INT APAGP1,601$25,8060.00%
456EASTMAN CHEM CO COMEMN333$25,5480.00%
457MSC INDL DIRECT INC CL A553530106260$25,5190.00%
458BAUSCH HEALTH COS INC COM0717341073,100$25,4820.00%
459ICICI BANK LIMITED ADRIBN1,100$25,4320.00%
460MODERNA INC COMMRNA245$25,3060.00%
461VANGUARD CONSUMER STAPLES ETF92204A207138$25,2080.00%
462ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF464287242245$25,0430.00%
463UNITED RENTALS INC COMURI56$24,8960.00%
464BARRICK GOLD CORP COM0679011081,700$24,7350.00%
465PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN7265031051,600$24,5120.00%
466AVERY DENNISON CORP COMAVY134$24,4780.00%
467SENSEONICS HLDGS INC COMSENS40,500$24,4580.00%
468KULICKE & SOFFA INDS INC COM501242101500$24,3150.00%
469FOUR CORNERS PPTY TR INC COM35086T1091,093$24,2540.00%
470SPROTT PHYSICAL GOLD & SILVER TR UNITSII1,400$24,2480.00%
471SPDR S&P 600 SMALL CAP VALUE ETF78464A300335$24,2440.00%
472SYNOPSYS INC COMSNPS52$23,8660.00%
473CANADIAN PACIFIC KANSAS CITY COMCP320$23,8170.00%
474NATIONAL FUEL GAS CO COMNFG450$23,3600.00%
475CLOROX CO DEL COMCLX176$23,0690.00%
476SABINE RTY TR UNIT BEN INT785688102350$23,0650.00%
477KIMCO RLTY CORP COM49446R1091,304$22,9370.00%
478ISHARES MBS ETF464288588257$22,8220.00%
479DRAFTKINGS INC NEW COM CL ADKNG775$22,8160.00%
480MARATHON OIL CORP COMMARA850$22,7380.00%
481VANECK MERK GOLD TRUSTOUNZ1,266$22,6490.00%
482ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF464288513302$22,2630.00%
483VANECK GOLD MINERS ETF92189F106826$22,2280.00%
484CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INTCSQ1,557$21,9070.00%
485GENTHERM INC COMTHRM400$21,7040.00%
486VANGUARD MID-CAP ETF922908629104$21,6570.00%
487EBAY INC. COMEBAY490$21,6040.00%
488IRON MTN INC DEL COM46284V101363$21,5760.00%
489OLD REP INTL CORP COM680223104800$21,5520.00%
490LYONDELLBASELL INDUSTRIES N V SHS - A -LYB227$21,4970.00%
491ABRDN NATL MUN INCOME FD SH BEN INT24610T1082,490$21,4390.00%
492COPART INC COMCPRT496$21,3730.00%
493ALIGN TECHNOLOGY INC COMALGN70$21,3720.00%
494MESABI TR CTF BEN INTMSB1,050$21,0700.00%
495RIO TINTO PLC SPONSORED ADRRTNTF331$21,0650.00%
496HEALTHCARE RLTY TR CL A COM42226K1051,356$20,7040.00%
497PIMCO CORPORATE & INCM STRG FD COM72200U1001,699$20,6770.00%
498GLOBE LIFE INC COMGL-PD190$20,6590.00%
499MATERIALS SELECT SECTOR SPDR FUND81369Y100260$20,4230.00%
500BLACKROCK ENHANCD CAP & INM FD COMBLK1,095$20,4220.00%