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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

Anchor Investment Management, LLC

Quarter ended Q1 2025 · Filed May 20, 2025 · Accession 0001634149-25-000003

Total Value
$1.07B
Positions
1,041
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORP COMMSFT105,030$39.4M3.72%
2VISA INC COM CL AV107,100$37.5M3.54%
3APPLE INC COMAAPL135,648$30.1M2.84%
4SCHWAB U.S. LARGE-CAP ETF8085242011,133,017$25.0M2.36%
5INVESCO BULLETSHARES 2027 CORPORATE BOND ETFIVZ1,046,203$20.5M1.93%
6BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A37,326$19.9M1.87%
7INVESCO QQQ TRUST SERIES IIVZ41,755$19.6M1.85%
8INVESCO BULLETSHARES 2026 CORPORATE BOND ETFIVZ992,493$19.3M1.82%
9INVESCO BULLETSHARES 2028 CORPORATE BOND ETFIVZ934,159$19.0M1.79%
10ABBVIE INC COMABBV84,926$17.8M1.68%
11ALPHABET INC CAP STK CL AGOOG104,476$16.2M1.52%
12FIRST CTZNS BANCSHARES INC N C CL A31946M1038,451$15.7M1.48%
13VANGUARD INFORMATION TECHNOLOGY ETF92204A70228,837$15.6M1.47%
14JOHNSON & JOHNSON COMJNJ86,258$14.3M1.35%
15ALPHABET INC CAP STK CL CGOOG90,936$14.2M1.34%
16AMAZON COM INC COMAMZN69,876$13.3M1.25%
17UNITEDHEALTH GROUP INC COMUNH23,542$12.3M1.16%
18EXXON MOBIL CORP COMXOM102,018$12.1M1.14%
19ELI LILLY & CO COMLLY14,016$11.6M1.09%
20META PLATFORMS INC CL AMETA19,761$11.4M1.07%
21PROCTER AND GAMBLE CO COM74271810965,106$11.1M1.05%
22LOWES COS INC COM54866110745,492$10.6M1.00%
23UNION PAC CORP COMUNP43,643$10.3M0.97%
24DUKE ENERGY CORP NEW COM NEWDUKB81,521$9.9M0.94%
25JPMORGAN CHASE & CO. COMVYLD39,963$9.8M0.92%
26MEDTRONIC PLC SHSMDT106,996$9.6M0.91%
27REPUBLIC SVCS INC COM76075910039,333$9.5M0.90%
28WATSCO INC COMWSO-B18,266$9.3M0.87%
29COCA COLA CO COMKO121,088$8.7M0.82%
30NVIDIA CORPORATION COMNVDA79,799$8.6M0.82%
31COSTCO WHSL CORP NEW COM22160K1058,280$7.8M0.74%
32INVESCO NASDAQ 100 ETFIVZ40,400$7.8M0.73%
33FISERV INC COMFISV34,568$7.6M0.72%
34HOME DEPOT INC COMHD20,060$7.4M0.69%
35JPMORGAN ULTRA-SHORT INCOME ETF46641Q837141,912$7.2M0.68%
36PHILIP MORRIS INTL INC COM71817210945,195$7.2M0.68%
37WALMART INC COMWMT81,698$7.2M0.68%
38ABBOTT LABS COMABLZF53,225$7.1M0.67%
39SOUTHERN CO COMSOMN74,983$6.9M0.65%
40CHEVRON CORP NEW COMCVX41,126$6.9M0.65%
41WASTE MGMT INC DEL COM94106L10929,554$6.8M0.64%
42FEDEX CORP COMFDX27,611$6.7M0.63%
43ADOBE INC COMADBE16,782$6.4M0.61%
44ISHARES U.S. MEDICAL DEVICES ETF464288810106,797$6.4M0.61%
45MERCK & CO INC COMMRK69,985$6.3M0.59%
46QUALCOMM INC COMQCOM40,249$6.2M0.58%
47NETFLIX INC COMNFLX6,498$6.1M0.57%
48SHERWIN WILLIAMS CO COMSHW17,152$6.0M0.56%
49MCKESSON CORP COMMCK8,617$5.8M0.55%
50THERMO FISHER SCIENTIFIC INC COMTMO11,622$5.8M0.54%
51ORACLE CORP COMORCL-PD39,712$5.6M0.52%
52SCHWAB U.S. MID-CAP ETF808524508203,737$5.3M0.50%
53VERIZON COMMUNICATIONS INC COMVZ117,635$5.3M0.50%
54VANGUARD S&P 500 ETF92290836310,281$5.3M0.50%
55ENBRIDGE INC COMENNPF117,643$5.2M0.49%
56MASTERCARD INCORPORATED CL AMA9,267$5.1M0.48%
57AUTOMATIC DATA PROCESSING INC COMADP15,400$4.7M0.44%
58MCDONALDS CORP COMMCD14,940$4.7M0.44%
59SPDR S&P 500 ETF TRUSTSPY8,087$4.5M0.43%
60VANGUARD SHORT-TERM CORPORATE BOND ETF92206C40956,992$4.5M0.42%
61CORNING INC COMGLW96,863$4.4M0.42%
62UNITED PARCEL SERVICE INC CL BUPS40,173$4.4M0.42%
63AUTOZONE INC COMAZO1,147$4.4M0.41%
64ISHARES MSCI EAFE MIN VOL FACTOR ETF46429B68955,879$4.4M0.41%
65DISNEY WALT CO COM25468710643,402$4.3M0.40%
66CATERPILLAR INC COMCAT12,872$4.2M0.40%
67GOLUB CAP BDC INC COM38173M102279,423$4.2M0.40%
68VANGUARD HEALTH CARE ETF92204A50415,730$4.2M0.39%
69FORTINET INC COMFTNT43,153$4.2M0.39%
70VANGUARD ENERGY ETF92204A30631,247$4.1M0.38%
71UNUM GROUP COMUNMA49,403$4.0M0.38%
72VANGUARD FINANCIALS ETF92204A40533,270$4.0M0.37%
73GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETFNVGLF108,989$3.9M0.37%
74SCHWAB U.S. SMALL-CAP ETF808524607163,863$3.8M0.36%
75NEXTERA ENERGY INC COMNEE-PW51,718$3.7M0.35%
76STRYKER CORPORATION COMSYK9,785$3.6M0.34%
77GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETFNVGLF109,283$3.6M0.34%
78OREILLY AUTOMOTIVE INC COM67103H1072,455$3.5M0.33%
79ISHARES SEMICONDUCTOR ETF46428752318,399$3.5M0.33%
80BROADCOM INC COMAVGO20,592$3.4M0.32%
81NORFOLK SOUTHN CORP COM65584410814,476$3.4M0.32%
82KELLANOVA COMBEKE41,215$3.4M0.32%
83BANK AMERICA CORP COM06050510481,380$3.4M0.32%
84CISCO SYS INC COMCSCO54,943$3.4M0.32%
85VANGUARD CONSUMER DISCRETIONARY ETF92204A10810,383$3.4M0.32%
86PFIZER INC COMPFE133,115$3.4M0.32%
87EMERSON ELEC CO COMEMR30,624$3.4M0.32%
88PEPSICO INC COMPEP22,062$3.3M0.31%
89VANGUARD SHORT-TERM TREASURY ETF92206C10254,969$3.2M0.30%
90SCHWAB US DIVIDEND EQUITY ETF808524797114,537$3.2M0.30%
91LPL FINL HLDGS INC COM50212V1009,771$3.2M0.30%
92CHESAPEAKE UTILS CORP COM16530310824,577$3.2M0.30%
93VANGUARD TOTAL STOCK MARKET ETF92290876911,353$3.1M0.29%
94TEXAS INSTRS INC COM88250810417,050$3.1M0.29%
95EDWARDS LIFESCIENCES CORP COMEW41,740$3.0M0.29%
96TRUIST FINL CORP COM89832Q10973,387$3.0M0.28%
97VANGUARD REAL ESTATE ETF92290855331,708$2.9M0.27%
98ELEVANCE HEALTH INC COMELV6,490$2.8M0.27%
99BOOKING HOLDINGS INC COMBKNG611$2.8M0.27%
100VANGUARD COMMUNICATION SERVICES ETF92204A88418,182$2.7M0.25%
101FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF31609280816,595$2.7M0.25%
102VANGUARD VALUE ETF92290874415,339$2.6M0.25%
103VANGUARD INDUSTRIALS ETF92204A60310,614$2.6M0.25%
104MONDELEZ INTL INC CL A60920710538,441$2.6M0.25%
105CSX CORP COMCSX87,757$2.6M0.24%
106PRICE T ROWE GROUP INC COMTROW27,876$2.6M0.24%
107GOLDMAN SACHS GROUP INC COMGSCE4,641$2.5M0.24%
108KIMBERLY-CLARK CORP COMKMB17,716$2.5M0.24%
109UBER TECHNOLOGIES INC COMUBER34,056$2.5M0.23%
110VANGUARD DIVIDEND APPRECIATION ETF92190884412,760$2.5M0.23%
111AMERICAN EXPRESS CO COMAXP9,153$2.5M0.23%
112UNILEVER PLC SPON ADR NEWUNLYF40,875$2.4M0.23%
113RTX CORPORATION COMRTX18,227$2.4M0.23%
114GE AEROSPACE COM NEW36960430112,038$2.4M0.23%
115COMCAST CORP NEW CL ACCZ63,633$2.3M0.22%
116DOLLAR GEN CORP NEW COM25667710526,305$2.3M0.22%
117SCHWAB CHARLES CORP COMSCHW-PJ29,487$2.3M0.22%
118VANGUARD CONSUMER STAPLES ETF92204A20710,426$2.3M0.21%
119PAYPAL HLDGS INC COMPYPL34,911$2.3M0.21%
120TESLA INC COMTSLA8,712$2.3M0.21%
121VANGUARD GROWTH ETF9229087366,022$2.2M0.21%
122AFLAC INC COMAFL20,024$2.2M0.21%
123S&P GLOBAL INC COMSPGI4,350$2.2M0.21%
124CAPITAL GROUP GROWTH ETF14020G10163,652$2.2M0.21%
125ARCHER DANIELS MIDLAND CO COMADM44,550$2.1M0.20%
126TRACTOR SUPPLY CO COMTSCO38,425$2.1M0.20%
127PAYCHEX INC COMPAYX13,344$2.1M0.19%
128SMUCKER J M CO COM NEW83269640517,037$2.0M0.19%
129INTERNATIONAL BUSINESS MACHS COMINTR8,009$2.0M0.19%
130VANGUARD MID-CAP ETF9229086297,607$2.0M0.19%
131SONOCO PRODS CO COM83549510241,595$2.0M0.19%
132SIMPLIFY MBS ETF82889N52538,889$1.9M0.18%
133SCHWAB EMERGING MARKETS EQUITY ETF80852470668,933$1.9M0.18%
134VALERO ENERGY CORP COMVLO14,223$1.9M0.18%
135APPLIED MATLS INC COM03822210512,837$1.9M0.18%
136LOCKHEED MARTIN CORP COMLMT4,165$1.9M0.18%
137VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF92194679425,042$1.8M0.17%
138ISHARES INTERNATIONAL DIVIDEND GROWTH ETF46435G52425,262$1.8M0.17%
139SYNOPSYS INC COMSNPS4,235$1.8M0.17%
140DANAHER CORPORATION COM2358511028,607$1.8M0.17%
141WORKDAY INC CL AWDAY7,255$1.7M0.16%
142LULULEMON ATHLETICA INC COMLULU5,852$1.7M0.16%
143SOUTHSTATE CORPORATION COMSSB17,756$1.6M0.16%
144BANK NEW YORK MELLON CORP COM06405810019,531$1.6M0.15%
145GSK PLC SPONSORED ADRGLAXF40,908$1.6M0.15%
146ISHARES CORE DIVIDEND GROWTH ETF46434V62125,376$1.6M0.15%
147VANGUARD SMALL-CAP ETF9229087517,050$1.6M0.15%
148INTUIT COMINTU2,442$1.5M0.14%
149PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A46714,352$1.5M0.14%
150CLOROX CO DEL COMCLX9,864$1.5M0.14%
151AMGEN INC COMAMGN4,641$1.4M0.14%
152INTERCONTINENTAL EXCHANGE INC COM45866F1048,381$1.4M0.14%
153BLACKROCK MUN TARGET TERM TR COM SHS BEN INBLK67,945$1.4M0.14%
154AT&T INC COMT-PC50,943$1.4M0.14%
155ISHARES RUSSELL 1000 VALUE ETF4642875987,584$1.4M0.13%
156THE CIGNA GROUP COM1255231004,248$1.4M0.13%
157CHIPOTLE MEXICAN GRILL INC COMCMG27,747$1.4M0.13%
158ACCENTURE PLC IRELAND SHS CLASS AACN4,372$1.4M0.13%
159VANGUARD HIGH DIVIDEND YIELD INDEX ETF92194640610,411$1.3M0.13%
160LINDE PLC SHSLIN2,827$1.3M0.12%
161CHECK POINT SOFTWARE TECH LTD ORDM224651045,670$1.3M0.12%
162ILLINOIS TOOL WKS INC COM4523081095,199$1.3M0.12%
163CONOCOPHILLIPS COMCOP12,087$1.3M0.12%
164TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391007,610$1.3M0.12%
165ATMOS ENERGY CORP COMATO8,172$1.3M0.12%
166SOURCE CAPITAL COM SHS OF BEN ISOR30,352$1.3M0.12%
167SCHWAB INTERNATIONAL EQUITY ETF80852480562,769$1.2M0.12%
168ENTERPRISE PRODS PARTNERS L P COM29379210736,335$1.2M0.12%
169BLACKSTONE INC COMBX8,860$1.2M0.12%
170CULLEN FROST BANKERS INC COMCFR-PB9,800$1.2M0.12%
171GENERAL DYNAMICS CORP COMGD4,413$1.2M0.11%
172ISHARES CORE HIGH DIVIDEND ETF46429B6639,904$1.2M0.11%
173VANGUARD FTSE ALL-WORLD EX-US INDEX FUND92204277519,711$1.2M0.11%
174ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G76421,525$1.2M0.11%
175ENERGY TRANSFER L P COM UT LTD PTNET-PI63,655$1.2M0.11%
176MOODYS CORP COMMCO2,532$1.2M0.11%
177ISHARES CORE S&P SMALL CAP ETF46428780411,163$1.2M0.11%
178MERCADOLIBRE INC COMMELI587$1.1M0.11%
179ZIMMER BIOMET HOLDINGS INC COMZBH9,973$1.1M0.11%
180COPART INC COMCPRT19,912$1.1M0.11%
181COLGATE PALMOLIVE CO COMCL11,988$1.1M0.11%
182SCHWAB US TIPS ETF80852487039,730$1.1M0.10%
183KINDER MORGAN INC DEL COMEP-PC36,934$1.1M0.10%
184ASML HOLDING N V N Y REGISTRY SHSASMLF1,580$1.0M0.10%
185SALESFORCE INC COMCRM3,887$1.0M0.10%
186VANGUARD UTILITIES ETF92204A8765,796$989,9990.09%
187MICRON TECHNOLOGY INC COMMU11,235$976,2090.09%
188ADVANCED MICRO DEVICES INC COMAMD9,460$971,9200.09%
189STARBUCKS CORP COMSBUX9,904$971,5030.09%
190WELLS FARGO CO NEW COM94974610113,524$970,8640.09%
191ECOLAB INC COMECL3,762$953,7420.09%
192SERVICENOW INC COMNOW1,190$947,4070.09%
193NOVO-NORDISK A S ADRNONOF13,597$944,1760.09%
194LABCORP HOLDINGS INC COM SHSLH4,016$934,6840.09%
195BOEING CO COMBA-PA5,411$922,8460.09%
196ISHARES CORE S&P MID-CAP ETF46428750715,440$900,9240.08%
197COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH11,545$883,1930.08%
198SPDR PORTFOLIO S&P 500 ETF78464A85412,990$854,2220.08%
199EQUITABLE HLDGS INC COMEQH-PC16,367$852,5690.08%
200AIR PRODS & CHEMS INC COMAIIR2,836$836,4550.08%
201GALLAGHER ARTHUR J & CO COM3635761092,422$836,1170.08%
202ISHARES U.S. CONSUMER DISCRETIONARY ETF4642875809,416$831,6680.08%
203INTEL CORP COMINTC35,665$809,9450.08%
204WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDWT9,825$784,6250.07%
205NOVARTIS AG SPONSORED ADRNVSEF7,026$783,2580.07%
206VERTEX PHARMACEUTICALS INC COMVRTX1,615$782,9840.07%
207VANECK MORNINGSTAR WIDE MOAT ETF92189F6438,893$782,6030.07%
208NORTHROP GRUMMAN CORP COMNOC1,526$781,3270.07%
209ALLSTATE CORP COMALL-PJ3,745$775,4770.07%
210BOSTON SCIENTIFIC CORP COMBSX7,645$771,2280.07%
211WEYERHAEUSER CO MTN BE COM NEWWY26,244$768,4360.07%
212ALTRIA GROUP INC COMMO12,682$761,1740.07%
213REGENERON PHARMACEUTICALS COMREGN1,196$758,5390.07%
214BRISTOL-MYERS SQUIBB CO COMCELG-RI12,431$758,1470.07%
215PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF69374H43620,540$750,1210.07%
216LOEWS CORP COML8,100$744,4710.07%
217FINANCIAL SELECT SECTOR SPDR FUND81369Y60514,828$738,6010.07%
218FIRST CMNTY CORP S C COM31983510432,424$731,4850.07%
219TE CONNECTIVITY PLC ORD SHSTEL5,175$731,3310.07%
220BLACKROCK INC COMBLK769$727,8430.07%
221BAXTER INTL INC COM07181310921,164$724,4340.07%
222VANGUARD SMALL CAP VALUE ETF9229086113,869$720,8360.07%
223ISHARES RUSSELL 1000 GROWTH ETF4642876141,977$713,8750.07%
224FOX CORP CL A COMFOX12,594$712,7930.07%
225CVS HEALTH CORP COMCVS10,457$708,4790.07%
226MORGAN STANLEY COM NEWMS-PQ6,011$701,3030.07%
227ISHARES GLOBAL HEALTHCARE ETF4642873257,653$697,9340.07%
228GLOBAL PMTS INC COM37940X1027,000$685,4400.06%
229PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND72201R8336,650$669,1230.06%
230CENCORA INC COMCOR2,310$642,3880.06%
231PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND72201R86612,427$640,6120.06%
232DOMINION ENERGY INC COMD11,206$628,2960.06%
233HUMANA INC COMHUM2,332$617,0470.06%
234PULTE GROUP INC COM7458671015,974$614,1270.06%
235ISHARES S&P SMALL-CAP 600 VALUE ETF4642878796,164$600,8670.06%
236DEERE & CO COMDE1,240$582,0090.05%
237TARGET CORP COMTGT5,472$571,0260.05%
238ISHARES MSCI EAFE ETF4642874656,979$570,3940.05%
239DOVER CORP COMDOV3,241$569,3790.05%
240VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF9220427184,843$559,8540.05%
241VANGUARD MATERIALS ETF92204A8012,927$552,5620.05%
242L3HARRIS TECHNOLOGIES INC COMLHX2,583$540,6480.05%
243ALERIAN MLP ETF00162Q45210,399$540,1230.05%
244ISHARES MSCI USA QUALITY FACTOR ETF46432F3393,100$529,7590.05%
245VANECK GOLD MINERS ETF92189F10611,480$527,7360.05%
246ISHARES CORE S&P U.S. GROWTH ETF4642876714,134$525,3490.05%
247VANGUARD TOTAL INTERNATIONAL STOCK ETF9219097688,419$522,8310.05%
248AMERICAN TOWER CORP NEW COM03027X1002,339$509,0330.05%
249JPMORGAN CORE PLUS BOND ETF46641Q67010,703$503,4690.05%
250ANALOG DEVICES INC COMADI2,485$501,1500.05%
251GE VERNOVA INC COMGEV1,633$498,5290.05%
252CAPITAL GROUP CORE PLUS INCOME ETF14020Y10222,203$498,4570.05%
253SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X88913,667$497,6150.05%
254VANGUARD SMALL-CAP GROWTH ETF9229085951,972$496,3720.05%
255AMERICAN WTR WKS CO INC NEW COM0304201033,334$491,8180.05%
256BRITISH AMERN TOB PLC SPONSORED ADR11044810711,842$489,8950.05%
257ISHARES RUSSELL TOP 200 ETF4642894463,519$483,5460.05%
258VANGUARD MID-CAP GROWTH ETF9229085381,966$480,9040.05%
259BROOKFIELD CORP CL A LTD VT SH11271J1079,169$480,5470.05%
260LKQ CORP COMLKQ11,158$474,6810.04%
261INTUITIVE SURGICAL INC COM NEWISRG957$473,9730.04%
262VANGUARD FTSE DEVELOPED MARKETS ETF9219438589,291$472,2390.04%
263CINTAS CORP COMCTAS2,296$471,8100.04%
264METLIFE INC COMMET-PF5,866$470,9790.04%
265INVESCO S&P 500 EQUAL WEIGHT ETFIVZ2,716$470,5210.04%
266HOLOGIC INC COMHOLX7,530$465,1280.04%
267AMERICAN ELEC PWR CO INC COM0255371014,235$462,7580.04%
268PROGRESSIVE CORP COM7433151031,583$448,0050.04%
269CONSTELLATION BRANDS INC CL ASTZ2,440$447,7890.04%
270SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF82889N65720,373$447,6050.04%
271CAPITAL GROUP DIVIDEND VALUE ETF14020W10612,435$443,1830.04%
272WILLIAMS COS INC COM9694571007,379$440,9690.04%
273VANGUARD SHORT-TERM BOND ETF9219378275,591$437,6470.04%
274INTERNATIONAL FLAVORS&FRAGRANC COM4595061015,612$435,5680.04%
275KROGER CO COMKR6,110$413,5860.04%
276BROWN & BROWN INC COMBRO3,251$404,4240.04%
277PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF72201R8748,000$400,1600.04%
278SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R8539,713$395,9020.04%
279ISHARES BIOTECHNOLOGY ETF4642875563,082$394,2120.04%
280SCHWAB U.S. BROAD MARKET ETF80852410218,125$390,2310.04%
281DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF26922A3217,164$388,5750.04%
282SPDR S&P BIOTECH ETF78464A8704,694$380,6830.04%
283EXPEDITORS INTL WASH INC COM3021301093,140$377,5850.04%
284TOPBUILD CORP COMBLD1,225$373,5640.04%
285SHELL PLC SPON ADSRYDAF5,097$373,5080.04%
286D R HORTON INC COM23331A1092,931$372,6480.04%
287CORTEVA INC COMCTVA5,896$371,0430.03%
288SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTERESTGLDW5,949$368,1840.03%
289SONY GROUP CORP SPONSORED ADRSNEJF14,440$366,6320.03%
290EATON CORP PLC SHSETN1,345$365,6110.03%
291BROADRIDGE FINL SOLUTIONS INC COM11133T1031,500$363,6900.03%
292SPDR GOLD SHARESGLD1,260$363,0560.03%
293CARRIER GLOBAL CORPORATION COMCARR5,722$362,7750.03%
294NUVEEN SELECT MAT MUN FD SH BEN INTNU37,869$352,9390.03%
295CSW INDUSTRIALS INC COMCSW1,183$344,8680.03%
296PACER GLOBAL CASH COWS DIVIDEND ETF69374H7099,258$342,3760.03%
297ISHARES RUSSELL 1000 ETF4642876221,110$340,4810.03%
298NUCOR CORP COMNUE2,821$339,4960.03%
299ONEOK INC NEW COMOKE3,263$323,7550.03%
300MARKEL GROUP INC COMMKL173$323,4430.03%
301ATLANTA BRAVES HLDGS INC COM SER ABATRB7,290$319,8120.03%
302VANGUARD INTERMEDIATE-TERM BOND ETF9219378194,163$318,7610.03%
303EAGLE MATLS INC COM26969P1081,400$310,7020.03%
304CARDINAL HEALTH INC COMCAH2,250$309,9980.03%
305DRAFTKINGS INC NEW COM CL ADKNG9,150$303,8720.03%
306HEICO CORP NEW COMHEI-A1,117$298,4510.03%
307KEYSIGHT TECHNOLOGIES INC COMKEYS1,953$292,5010.03%
308SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF78464A4749,700$291,9700.03%
309TRAVELERS COMPANIES INC COMTRV1,103$291,6990.03%
310LLOYDS BANKING GROUP PLC SPONSORED ADRLLOBF76,000$290,3200.03%
311CRESCENT CAP BDC INC COM22565510916,909$289,4820.03%
312HCA HEALTHCARE INC COMHCA837$289,2250.03%
313FASTENAL CO COMFAST3,699$286,8570.03%
314ENERGY SELECT SECTOR SPDR FUND81369Y5063,040$284,1150.03%
315ISHARES U.S. TECHNOLOGY ETF4642877212,022$283,9220.03%
316ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF4642865334,775$278,5740.03%
317ENTEGRIS INC COMENTG3,171$277,3990.03%
318RIO TINTO PLC SPONSORED ADRRTNTF4,601$276,4280.03%
319EBAY INC. COMEBAY4,056$274,7130.03%
320PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF74347B6803,382$272,7880.03%
321VANGUARD FTSE EMERGING MARKETS ETF9220428585,991$271,1480.03%
322CORPAY INC COM SHSCPAY770$268,5140.03%
323ISHARES CORE MSCI EAFE ETF46432F8423,545$268,1790.03%
324VANGUARD MEGA CAP GROWTH ETF921910816868$268,1080.03%
325ZOETIS INC CL AZTS1,618$266,4040.03%
326AVANTIS U.S. SMALL CAP VALUE ETF0250728773,045$265,4330.03%
3273M CO COMMMM1,778$261,0740.02%
328PHILLIPS 66 COMPSX2,094$258,5670.02%
329INVESCO S&P 500 LOW VOLATILITY ETFIVZ3,454$258,0830.02%
330ESSENTIAL UTILS INC COM29670G1026,521$257,7860.02%
331INVESCO S&P 500 EQUAL WEIGHT ENERGY ETFIVZ3,141$257,1710.02%
332CUMMINS INC COMCMI800$250,7860.02%
333SIMPLIFY INTEREST RATE HEDGE ETF82889N8555,125$248,3580.02%
334ISHARES RUSSELL 3000 ETF464287689764$242,5490.02%
335NASDAQ INC COMNDAQ3,148$238,8070.02%
336COMERICA INC COM2003401074,000$236,2400.02%
337BJS WHSL CLUB HLDGS INC COM05550J1012,037$232,4220.02%
338COCA-COLA EUROPACIFIC PARTNERS SHSCCEP2,670$232,3700.02%
339UNITED RENTALS INC COMURI370$231,8790.02%
340ISHARES SELECT DIVIDEND ETF4642871681,720$230,9170.02%
341ADVANCED DRAIN SYS INC DEL COM00790R1042,057$223,4930.02%
342VANECK BDC INCOME ETF92189F41113,329$223,3940.02%
343GENERAC HLDGS INC COMGNRC1,755$222,2710.02%
344SKYWORKS SOLUTIONS INC COMSWKS3,438$222,1980.02%
345MANULIFE FINL CORP COM56501R1067,100$221,1650.02%
346HEALTHPEAK PROPERTIES INC COMDOC10,894$220,2700.02%
347VULCAN MATLS CO COM929160109937$218,6020.02%
348ALERIAN ENERGY INFRASTRUCTURE ETF00162Q6766,643$217,7040.02%
349MAIN SECTOR ROTATION ETFNTRSO4,257$217,3620.02%
350SCHWAB U.S. LARGE-CAP VALUE ETF8085244098,120$215,8230.02%
351SYSCO CORP COMSYY2,850$213,8930.02%
352MONSTER BEVERAGE CORP NEW COMMNST3,653$213,7740.02%
353BECTON DICKINSON & CO COMBDX917$210,0480.02%
354YUM BRANDS INC COMYUM1,329$209,1310.02%
355ISHARES CORE S&P 500 ETF464287200367$206,2170.02%
356ISHARES GLOBAL ENERGY ETF4642873414,901$206,1930.02%
357GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC2,530$204,2060.02%
358HUNTINGTON BANCSHARES INC COMHBANP13,500$202,6350.02%
359VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF9219468102,441$202,4570.02%
360HERSHEY CO COMHSY1,177$201,3020.02%
361EXPEDIA GROUP INC COM NEWEXPE1,197$201,2160.02%
362OWENS CORNING NEW COMOC1,375$196,3780.02%
363MARTIN MARIETTA MATLS INC COM573284106410$196,0330.02%
364FREEDOM 100 EMERGING MARKETS ETF02072L6075,504$192,9350.02%
365SYNOVUS FINL CORP COM NEW87161C5014,092$191,2600.02%
366FIDELITY HIGH DIVIDEND ETF3160928403,841$190,5010.02%
367PARKER-HANNIFIN CORP COMPH312$189,6490.02%
368OMEGA HEALTHCARE INVS INC COM6819361004,928$187,6510.02%
369ISHARES RUSSELL 2000 VALUE ETF4642876301,234$186,3090.02%
370ISHARES MSCI USA MIN VOL FACTOR ETF46429B6971,983$185,7280.02%
371TG THERAPEUTICS INC COMTGTX4,700$185,3210.02%
372MOTOROLA SOLUTIONS INC COM NEWMSI419$183,4420.02%
373CENTENE CORP DEL COMCNC3,000$182,1300.02%
374HONEYWELL INTL INC COM438516106859$181,9060.02%
375CITIGROUP INC COM NEWC-PR2,558$181,5780.02%
376ALLY FINL INC COM02005N1004,942$180,2480.02%
377TAYLOR MORRISON HOME CORP COMTMHC3,000$180,1200.02%
378PRUDENTIAL FINL INC COMPUKPF1,608$179,5810.02%
379CONSOLIDATED EDISON INC COMED1,600$176,9440.02%
380LAM RESEARCH CORP COM NEWLRCX2,421$176,0070.02%
381SUNOCO LP/SUNOCO FIN CORP COM UT REP LPSUN3,000$174,1800.02%
382VANECK AGRIBUSINESS ETF92189F7002,544$172,7120.02%
383SANOFI SPONSORED ADRSNYNF3,100$171,9260.02%
384EATON VANCE MUN INCOME 2028 TE SHSETN9,400$171,7380.02%
385DUPONT DE NEMOURS INC COMDD2,293$171,2410.02%
386BP PLC SPONSORED ADRBPPFF5,062$171,0470.02%
387GENUINE PARTS CO COMGPC1,434$170,8560.02%
388ROPER TECHNOLOGIES INC COMROP289$170,3890.02%
389ISHARES INTERNATIONAL SELECT DIVIDEND ETF4642884485,440$168,7400.02%
390CACI INTL INC CL A127190304456$167,3160.02%
391CROWN HLDGS INC COMCCK1,865$166,4700.02%
392ISHARES RUSSELL MID-CAP VALUE ETF4642874731,305$164,3910.02%
393SCHWAB U.S. LARGE-CAP GROWTH ETF8085243006,496$162,6600.02%
394FIRSTENERGY CORP COMFE4,000$161,6800.02%
395XYLEM INC COMXYL1,337$159,7180.02%
396IQVIA HLDGS INC COMIQV900$158,6700.01%
397CARETRUST REIT INC COMCTRE5,540$158,3330.01%
398ALEXANDRIA REAL ESTATE EQ INC COM0152711091,685$155,8790.01%
399PENTAIR PLC SHSPNR1,774$155,1900.01%
400BANCO SANTANDER S.A. ADRBCDRF23,000$154,1000.01%
401VONTIER CORPORATION COMVNT4,583$150,5520.01%
402PROSHARES ULTRA QQQ74347R2061,687$149,9410.01%
403BROOKFIELD INFRAST PARTNERS LP LP INT UNITG162521015,025$149,6950.01%
404DIAGEO PLC SPON ADR NEWDGEAF1,425$149,3260.01%
405ISHARES RUSSELL 2000 ETF464287655743$148,2210.01%
406SPOTIFY TECHNOLOGY S A SHSSPOT268$147,4080.01%
407HEWLETT PACKARD ENTERPRISE CO COMHPE-PC9,550$147,3570.01%
408OTIS WORLDWIDE CORP COMOTIS1,415$146,0280.01%
409NEWS CORP NEW CL ANWSLL5,362$145,9540.01%
410INCYTE CORP COMINCY2,350$142,2930.01%
411SPDR S&P AEROSPACE & DEFENSE ETF78464A631880$141,4070.01%
412SILA REALTY TRUST INC COMMON STOCKSILA5,184$138,4530.01%
413CROWN CASTLE INC COMCCI1,327$138,3130.01%
414FAIR ISAAC CORP COMFICO75$138,3120.01%
415DOLLAR TREE INC COMDLTR1,834$137,6780.01%
416ARES CAPITAL CORP COMARCC6,161$136,5280.01%
417US BANCORP DEL COM NEWUSB-PS3,200$135,1040.01%
418AVERY DENNISON CORP COMAVY751$133,6550.01%
419REGIONS FINANCIAL CORP NEW COMRF-PF6,144$133,5090.01%
420FIDELITY NATL INFORMATION SVCS COM31620M1061,756$131,1380.01%
421KNIFE RIVER CORP COMMON STOCKKNF1,450$130,8050.01%
422AMERIPRISE FINL INC COM03076C106270$130,7100.01%
423DOW INC COMDOW3,730$130,2490.01%
424ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN01881G1063,375$129,2960.01%
425GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF37954Y6733,400$128,2820.01%
426MARSH & MCLENNAN COS INC COM571748102517$126,1640.01%
427TELEDYNE TECHNOLOGIES INC COMTDY253$125,9210.01%
428EASTMAN CHEM CO COMEMN1,420$125,1160.01%
429CBRE GROUP INC CL ACBRE944$123,4560.01%
430CONSUMER STAPLES SELECT SECTOR SPDR FUND81369Y3081,494$122,0150.01%
431INGLES MKTS INC CL A4570301041,850$120,4910.01%
432HEALTH CARE SELECT SECTOR SPDR FUND81369Y209823$120,1660.01%
433JACOBS SOLUTIONS INC COMJ993$120,0440.01%
434FEDERAL SIGNAL CORP COMFSS1,632$120,0340.01%
435CAPITAL ONE FINL CORP COM14040H105653$117,0830.01%
436INVESCO SOLAR ETFIVZ3,830$116,6620.01%
437LENNOX INTL INC COM526107107206$115,5310.01%
438VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF9220208052,289$114,2410.01%
439VANGUARD ULTRA-SHORT BOND ETF92203C3032,281$113,7350.01%
440AKAMAI TECHNOLOGIES INC COMAKAM1,400$112,7000.01%
441NATIONAL FUEL GAS CO COMNFG1,400$110,8660.01%
442SBA COMMUNICATIONS CORP NEW CL ASBAC503$110,6650.01%
443BERKLEY W R CORP COMWRB-PH1,545$109,9420.01%
444ISHARES CORE S&P US VALUE ETF4642876631,189$109,7330.01%
445PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF74347B6981,667$109,3510.01%
446SS&C TECHNOLOGIES HLDGS INC COMSSNC1,298$108,4220.01%
447TECHNOLOGY SELECT SECTOR SPDR FUND81369Y803519$107,1630.01%
448TRANE TECHNOLOGIES PLC SHSTT318$107,1410.01%
449INTERACTIVE BROKERS GROUP INC COM CL A45841N107638$105,6460.01%
450HILTON WORLDWIDE HLDGS INC COMHLT459$104,4450.01%
451NIKE INC CL BNKE1,632$103,5990.01%
452OLD DOMINION FREIGHT LINE INC COMODFL622$102,8510.01%
453IDEXX LABS INC COM45168D104244$102,4680.01%
454CINCINNATI FINL CORP COM172062101686$101,3360.01%
455WILLIAMS SONOMA INC COMWSM635$100,4700.01%
456CME GROUP INC COMCME378$100,2800.01%
457VERALTO CORP COM SHSVLTO1,027$100,0810.01%
458HP INC COMHPQ3,602$99,7390.01%
459CHUBB LIMITED COMCB330$99,5110.01%
460ISHARES RUSSELL MIDCAP ETF4642874991,168$99,3620.01%
461SUPER MICRO COMPUTER INC COM NEWSMCI2,880$98,6110.01%
462PRIMIS FINANCIAL CORP COMFRST10,000$97,7000.01%
463ROLLINS INC COMROL1,797$97,0920.01%
464REALTY INCOME CORP COMO1,673$97,0300.01%
465SCHWAB SHORT-TERM US TREASURY ETF8085248623,980$96,8730.01%
466WHITE MTNS INS GROUP LTD COMG9618E10750$96,2910.01%
467SPDR S&P DIVIDEND ETF78464A763706$95,7900.01%
468KLA CORP COM NEWKLAC140$95,1720.01%
469MDU RES GROUP INC COM5526901095,600$94,6960.01%
470PACER US CASH COWS 100 ETF69374H8811,717$94,0130.01%
471SLM CORP COMSLMBP3,200$93,9840.01%
472UTILITIES SELECT SECTOR SPDR FUND81369Y8861,192$93,9760.01%
473ISHARES S&P 500 GROWTH ETF4642873091,008$93,5480.01%
474ISHARES SHORT TREASURY BOND ETF464288679846$93,4490.01%
475INTERNATIONAL PAPER CO COM4601461031,738$92,7220.01%
476ISHARES GLOBAL CONSUMER STAPLES ETF4642887371,435$91,9120.01%
477COOPER COS INC COM2166485011,084$91,4350.01%
478CELESTICA INC COMCLS1,150$90,6320.01%
479FERGUSON ENTERPRISES INC COMMON STOCK NEWFERG562$90,0490.01%
480CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y407454$89,6470.01%
481LINCOLN NATL CORP IND COM5341871092,495$89,5950.01%
482ASTRAZENECA PLC SPONSORED ADRAZN1,203$88,4210.01%
483BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS1130041051,815$87,9370.01%
484KEURIG DR PEPPER INC COMKDP2,567$87,8430.01%
485ISHARES MSCI EAFE VALUE ETF4642888771,478$87,1130.01%
486PGIM ACTIVE HIGH YIELD BOND ETF69344A2062,498$86,9710.01%
487ISHARES CYBERSECURITY & TECH ETF46435U1351,845$86,6780.01%
488UNITED THERAPEUTICS CORP DEL COMUTHR280$86,3160.01%
489SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X109205$86,2480.01%
490INVESCO DORSEY WRIGHT MOMENTUM ETFIVZ855$85,4830.01%
491WD 40 CO COMWDFC350$85,4000.01%
492NUVEEN PFD & INCOME OPPORTUNIT COMNU10,687$85,0700.01%
493BENTLEY SYS INC COM CL BBSY2,159$84,9350.01%
494ISHARES CORE U.S. AGGREGATE BOND ETF464287226856$84,6370.01%
495BRIGHT HORIZONS FAM SOL IN DEL COM109194100654$83,0840.01%
496ZEBRA TECHNOLOGIES CORPORATION CL AZBRA294$83,0730.01%
497PROSHARES ULTRA S&P 50074347R1071,000$82,7800.01%
498VANECK MORNINGSTAR INTERNATIONAL MOAT ETF92189F5932,479$82,4940.01%
499ISHARES CORE MSCI EMERGING MARKETS ETF46434G1031,524$82,2500.01%
500PUBLIC SVC ENTERPRISE GRP INC COM744573106996$81,9710.01%