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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

Florida Trust Wealth Management Co

Quarter ended Q3 2024 · Filed October 8, 2024 · Accession 0001651023-24-000006

Total Value
$3.12B
Positions
653
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPORATIONMSFT365,573$157.3M5.05%
2APPLE COMPUTER INCAAPL640,611$149.3M4.79%
3ALPHABET INCGOOG616,429$103.1M3.31%
4VANGUARD HIGH DIVDEND YIELD921946406774,655$99.3M3.19%
5HOME DEPOT, INC.HD243,393$98.6M3.17%
6ACCENTURE PLCACN231,659$81.9M2.63%
7VISA INCV281,081$77.3M2.48%
8JOHNSON & JOHNSONJNJ398,041$64.5M2.07%
9MERCK & CO INC NEWCOMMRK556,503$63.2M2.03%
10VANGUARD GROWTH922908736149,165$57.3M1.84%
11AMAZON.COM, INCAMZN301,746$56.2M1.81%
12BERKSHIRE HATHAWAY INC DELCL BBRK-A114,130$52.5M1.69%
13J.P. MORGAN CHASE &VYLD239,841$50.6M1.62%
14ABBVIE INCABBV246,734$48.7M1.56%
15MASTERCARD INCMA90,291$44.6M1.43%
16BROOKFIELD ORD SHS CLASS A11271J107835,392$44.4M1.43%
17ORACLE CORPORCL-PD256,508$43.7M1.40%
18COSTCO WHSL CORP NEW22160K10547,480$42.1M1.35%
19UNITEDHEALTH GRP INCUNH64,250$37.6M1.21%
20VANGUARD DIVIDEND APPRECIATION921908844170,925$33.9M1.09%
21SALESFORCE.COM INCCRM122,314$33.5M1.08%
22GENERAL DYNAMICSGD107,670$32.5M1.04%
23BLACKROCK INCBLK34,150$32.4M1.04%
24ALPHABET INC CL AGOOG193,938$32.2M1.03%
25PEPSICO, INC.PEP184,674$31.4M1.01%
26PROCTER & GAMBLE CO742718109178,547$30.9M0.99%
27IBM CORP.INTR129,167$28.6M0.92%
28CBRE GROUP, INC.CBRE219,113$27.3M0.88%
29NVIDIA CORPNVDA222,266$27.0M0.87%
30ENBRIDGE INCENNPF653,069$26.5M0.85%
31STARBUCKS CORPSBUX268,538$26.2M0.84%
32HONEYWELL INTL INC438516106123,234$25.5M0.82%
33AMGEN INCAMGN77,523$25.0M0.80%
34PAYCHEX INCPAYX171,171$23.0M0.74%
35CHEVRON CORPCVX155,428$22.9M0.74%
36DISNEY WALT CO254687106236,598$22.8M0.73%
37ADVANCED MICRO DEVAMD135,857$22.3M0.72%
38NEXTERA ENERGY INCCOMNEE-PW246,316$20.8M0.67%
39CUMMINS INCCMI63,246$20.5M0.66%
40SOUTHERN CO.SOMN223,736$20.2M0.65%
41INTUITINTU30,652$19.0M0.61%
42D B A CHUBB LIMITEDCB64,684$18.7M0.60%
43MCKESSON CORPMCK37,576$18.6M0.60%
44EXXON MOBIL CORPXOM157,856$18.5M0.59%
45STRYKER CORPSYK49,957$18.0M0.58%
46TJX COS INC872540109152,417$17.9M0.58%
47ADOBE SYS INCADBE34,196$17.7M0.57%
48SPDR PORT S&P 500 GROWTH78464A409210,239$17.4M0.56%
49CATERPILLAR INCCAT43,891$17.2M0.55%
50CHECK POINT SOFTWARE TECHM2246510488,228$17.0M0.55%
51ABBOTT LABORATORIESABLZF142,107$16.2M0.52%
52LILLY ELI & CO.LLY17,859$15.8M0.51%
53PUBLIC SVC ENTERPRISE GROUP744573106171,488$15.3M0.49%
54META PLATFORMS INC. CL AMETA26,196$15.0M0.48%
55COMCAST CORP NEW ACCZ354,061$14.8M0.47%
56RTX CORPORATIONRTX121,461$14.7M0.47%
57ISHARES CORE US AGGREGATE BOND464287226144,164$14.6M0.47%
58EMERSON ELECTRIC COEMR133,187$14.6M0.47%
59CORNING INCGLW318,863$14.4M0.46%
60SPDR S&P 500 ETFSPY24,705$14.2M0.46%
61BROADCOM INCAVGO78,326$13.5M0.43%
62FASTENAL COFAST183,753$13.1M0.42%
63O REILLY AUTOMOTIVE INC NEW COM67103H10711,315$13.0M0.42%
64ILLINOIS TOOL WORKS45230810948,459$12.7M0.41%
65NIKE, INC.NKE138,446$12.2M0.39%
66ISHARES TR SP US PFD464288687367,580$12.2M0.39%
67VERIZON COMM INCVZ270,756$12.2M0.39%
68KEURIG DR PEPPER INC.KDP323,120$12.1M0.39%
69AMERICAN EXPRESS COAXP44,589$12.1M0.39%
70WAL-MART STORES INCWMT146,151$11.8M0.38%
71DOW INCDOW211,435$11.6M0.37%
72BOOKING HOLDINGS INC.BKNG2,742$11.5M0.37%
73UNITED PARCEL SVCUPS79,372$10.8M0.35%
74MARATHON PETROLEUM CORPORATIONMARA66,357$10.8M0.35%
75AUTOZONE INCAZO3,411$10.7M0.35%
76MONDELEZ INTERNATIONAL INC609207105144,439$10.6M0.34%
77SERVICENOW INCNOW11,769$10.5M0.34%
78LOWES COMPANIES54866110738,648$10.5M0.34%
79FORTINET INCFTNT129,074$10.0M0.32%
80CIGNA CORPORATION12552310027,532$9.5M0.31%
81TARGET CORP.TGT60,576$9.4M0.30%
82BANK OF AMERICA CORP060505104228,123$9.1M0.29%
83PAYPAL HOLDINGS, INC.PYPL113,255$8.8M0.28%
84MEDTRONIC PLCMDT98,105$8.8M0.28%
85VANGUARD SMALL-CAP ETF92290875137,148$8.8M0.28%
86DUKE ENERGY CORP NEWDUKB75,358$8.7M0.28%
87SCHLUMBERGER LTDSLB200,679$8.4M0.27%
88GOLDMAN SACHS GROUPGSCE16,557$8.2M0.26%
89AUTODESK INCADSK29,094$8.0M0.26%
90VANGUARD S P 500 INDEX FUND ETF92290836314,791$7.8M0.25%
91PARKER HANNIFIN CORPPH11,921$7.5M0.24%
92T MOBILE US INCTMUSZ36,081$7.4M0.24%
93VANGUARD INTERMEDIATE TERM CORP92206C87088,498$7.4M0.24%
94MCDONALDS CORPMCD24,235$7.4M0.24%
95APPLE COMPUTER INCAAPL30,958$7.2M0.23%
96LOCKHEED MARTIN CORPLMT12,094$7.1M0.23%
97TESLA MOTORS INCTSLA26,677$7.0M0.22%
98M&T BANK CORP55261F10435,894$6.4M0.21%
99MICROSOFT CORPORATIONMSFT14,606$6.3M0.20%
100INTEL CORPINTC262,241$6.2M0.20%
101FEDEX CORPORATIONFDX21,976$6.0M0.19%
102CISCO SYSTEMS INCCSCO107,858$5.7M0.18%
103VANGUARD TOTAL STOCK MKT ETF92290876920,052$5.7M0.18%
104COLGATE-PALMOLIVE COCL52,414$5.4M0.17%
105DIAGEO PLC SPON ADRDGEAF38,411$5.4M0.17%
106BLACKSTONE GROUP ORD SHS CLASSBX34,983$5.4M0.17%
107REGENERON PHARMACEUTICALS INCREGN4,932$5.2M0.17%
108STANLEY BLACK & DECKER INCSWK46,998$5.2M0.17%
109ASML HOLDING NVASMLF5,847$4.9M0.16%
110UBER TECHNOLOGIES INCUBER63,867$4.8M0.15%
111CHARLES RIVER LABS15986410723,961$4.7M0.15%
112MCCORMICK & CO.MKC-V57,089$4.7M0.15%
113BROOKFIELD ASSET MANAGEMENT VOT11300410597,586$4.6M0.15%
114INTERCONTINENTAL EXCHANGE INC45866F10427,951$4.5M0.14%
115KRAFT HEINZ COKHC127,807$4.5M0.14%
116MARKEL CORPMKL2,851$4.5M0.14%
117PROGRESSIVE CORP OH74331510317,479$4.4M0.14%
118TRACTOR SUPPLY COMPANYTSCO15,215$4.4M0.14%
119ISHARES S&P SMALL CAP 60046428780437,779$4.4M0.14%
120COCA COLA COKO61,074$4.4M0.14%
121DANAHER CORP23585110215,654$4.4M0.14%
122VANGUARD SHORT TERM CORPORATE B92206C40951,621$4.1M0.13%
123NORTHROP GRUMMANNOC7,730$4.1M0.13%
124AMPHENOL CORP NEW03209510162,224$4.1M0.13%
125BROOKFIELD INFRAST PARTNERS LPG16252101110,793$3.9M0.12%
126TAIWAN SEMICONDUCTOR ADR87403910022,310$3.9M0.12%
127CONSTELLATION BRANDSSTZ15,029$3.9M0.12%
128ISHARES S&P 500 BARRA VALUE46428740819,464$3.8M0.12%
129PALO ALTO NETWORKS INCPANW10,893$3.7M0.12%
130NVIDIA CORPNVDA30,645$3.7M0.12%
131GENERAL ELEC CO36960430119,239$3.6M0.12%
132CBOE HOLDINGS INC12503M10817,599$3.6M0.12%
133CME GROUP INCCME16,331$3.6M0.12%
134CVS HEALTH CORPORATIONCVS55,262$3.5M0.11%
135QUALCOMM INCQCOM20,220$3.4M0.11%
136CONOCOPHILLIPS COMCOP29,573$3.1M0.10%
137ALPHABET INCGOOG18,250$3.1M0.10%
138VANGUARD MSCI EAFE ETF92194385857,554$3.0M0.10%
139BROADCOM INCAVGO17,098$2.9M0.09%
140AUTOMATIC DATA PROADP10,529$2.9M0.09%
141PNC FINANCIAL SERVICES GROUP IN69347510515,738$2.9M0.09%
142ISHARES RUSSELL 10004642876229,000$2.8M0.09%
143OMNICOM GROUP INCOMC27,062$2.8M0.09%
144DFA INTERNATIONAL CORE EQUITY M25434V20387,067$2.8M0.09%
145BERKSHIRE HATHAWAYBRK-A4$2.8M0.09%
146VANGUARD TAX-EXEMPT BOND INDEX92290774653,990$2.8M0.09%
147REALTY INCOME CORPO42,989$2.7M0.09%
148FACTSET RESH SYS3030751055,798$2.7M0.09%
149UNITED RENTALSURI3,194$2.6M0.08%
150UNILEVER PLC AMER SHUNLYF39,512$2.6M0.08%
151S P GLOBAL INCSPGI4,939$2.6M0.08%
152ISHARES S&P 5004642872004,417$2.5M0.08%
153INVESCO PREFERRED ETFIVZ203,115$2.5M0.08%
154ISHARES CORE MSCI EAFE46432F84231,236$2.4M0.08%
155PHILIP MORRIS INTL INC71817210919,979$2.4M0.08%
156KIMBERLY-CLARKKMB17,020$2.4M0.08%
157AMAZON.COM, INCAMZN12,933$2.4M0.08%
158ULTA BEAUTY INCULTA6,167$2.4M0.08%
159INVESCO QQQ TRUST SERIES 1IVZ4,904$2.4M0.08%
160VANGUARD SF REIT ETF92290855324,289$2.4M0.08%
161DISCOVER FINANCIAL SERVICES25470910816,811$2.4M0.08%
162QUANTA SERVICES74762E1027,485$2.2M0.07%
163MERCK & CO INC NEWCOMMRK19,641$2.2M0.07%
164DEERE & CODE5,301$2.2M0.07%
165ISHARES CORE MSCI EMERGING MARK46434G10337,043$2.1M0.07%
166AKAMAI TECHNOLOGIES INCAKAM20,840$2.1M0.07%
167EQUIFAX, INC.EFX7,071$2.1M0.07%
168BECTON, DICKINSONBDX8,572$2.1M0.07%
169ALPHABET INC CL AGOOG12,440$2.1M0.07%
170ISHARES MSCI EAFE46428746524,433$2.0M0.07%
171BOEING COMPANYBA-PA13,408$2.0M0.07%
172ISHARES RUSSELL 10004642876226,330$2.0M0.06%
173LILLY ELI & CO.LLY2,241$2.0M0.06%
174CARRIER GLOBAL CORPORATION COMCARR24,421$2.0M0.06%
175HOME DEPOT, INC.HD4,804$1.9M0.06%
176DIGITAL REALTY TRUST25386810311,947$1.9M0.06%
177ALTRIA GROUPMO37,217$1.9M0.06%
178NORFOLK SOUTHERN6558441087,595$1.9M0.06%
179BP AMOCO PLC ADRBPPFF60,094$1.9M0.06%
180PFIZER INCPFE64,894$1.9M0.06%
181MARATHON OIL CORPMARA69,462$1.8M0.06%
182DUPONT DE NEMOURS INCDD20,285$1.8M0.06%
183ABBVIE INCABBV8,998$1.8M0.06%
184BRISTOL MYERS SQUIBBCELG-RI33,721$1.7M0.06%
185SNOWFLAKE INC CL ASNOW15,024$1.7M0.06%
186PROCTER & GAMBLE CO7427181099,901$1.7M0.06%
187AT&T INC COMT-PC77,869$1.7M0.06%
188VANGUARD VALUE ETF9229087449,743$1.7M0.05%
189VANGUARD HIGH DIVDEND YIELD92194640612,990$1.7M0.05%
190AFLAC INCORPORATEDAFL14,887$1.7M0.05%
191ORACLE CORPORCL-PD9,740$1.7M0.05%
192ISHARES RUSSELL 1000 VALUE4642875988,672$1.6M0.05%
193TEXAS INSTRUMENTS8825081047,963$1.6M0.05%
194IQVIA HOLDINGS INCIQV6,936$1.6M0.05%
195SYSCO CORPSYY20,117$1.6M0.05%
196SPDR S&P DIVIDEND78464A76311,016$1.6M0.05%
197META PLATFORMS INC. CL AMETA2,719$1.6M0.05%
198VISA INCV5,536$1.5M0.05%
199APPLIED MATERIALS0382221057,524$1.5M0.05%
200ISHARES RUSSELL 1000 GROWTH4642876143,995$1.5M0.05%
201ISHARES HIGH YIELD CORP BND FD46428851318,323$1.5M0.05%
202UNITEDHEALTH GRP INCUNH2,494$1.5M0.05%
203CAPITAL ONE FINL14040H1059,690$1.5M0.05%
204BLACKROCK INCBLK1,528$1.5M0.05%
205PEPSICO, INC.PEP8,500$1.4M0.05%
206CDW CORPORATIONCDW6,251$1.4M0.05%
207ALIBABA GROUP HOLDING LIMITEDBBAAY13,121$1.4M0.04%
208GILEAD SCIENCES INCGILD16,205$1.4M0.04%
209CSX CORPCSX39,331$1.4M0.04%
210CHIPOTLE MEXICAN GRILL INCCMG23,250$1.3M0.04%
211NEXTERA ENERGY INCCOMNEE-PW15,700$1.3M0.04%
212DIMENSIONAL U S CORE EQUITY 2 E25434V70838,593$1.3M0.04%
213GENERAL MILLS37033410417,897$1.3M0.04%
214BERKSHIRE HATHAWAY INC DELCL BBRK-A2,848$1.3M0.04%
215J.P. MORGAN CHASE &VYLD6,208$1.3M0.04%
216SHELL PLC SPON ADRRYDAF19,576$1.3M0.04%
217STARBUCKS CORPSBUX13,214$1.3M0.04%
218ACCENTURE PLCACN3,638$1.3M0.04%
219AMERIPRISE FINANCIAL, INC.03076C1062,626$1.2M0.04%
220WILLIAMS CO.96945710026,917$1.2M0.04%
221MCDONALDS CORPMCD4,004$1.2M0.04%
222ASTRAZENECA ADRAZN15,420$1.2M0.04%
223RAYMOND JAMES FINL7547301099,802$1.2M0.04%
224WELLTOWER INCWELL9,300$1.2M0.04%
225SAP AKTIENGESELLSAPGF5,107$1.2M0.04%
226ISHARES RUSSELL 20004642876555,286$1.2M0.04%
227LIVE NATIONLYV10,631$1.2M0.04%
228D R HORTON INC23331A1096,100$1.2M0.04%
229SPDR GOLD TRGOLD SHSGLD4,581$1.1M0.04%
230NOVARTIS AGNVSEF9,620$1.1M0.04%
231JOHNSON & JOHNSONJNJ6,823$1.1M0.04%
232UNION PACIFIC CORPUNP4,433$1.1M0.04%
233OTIS WORLDWIDE CORPOTIS10,405$1.1M0.03%
234DIMENSIONAL U S SMALL CAP ETF25434V50016,625$1.1M0.03%
235CHEVRON CORPCVX7,302$1.1M0.03%
236LYONDELLBASELL INDUSTRIESLYB10,998$1.1M0.03%
237GENUINE PARTS COGPC7,519$1.1M0.03%
238BANK NEW YORK MELLON CORPCOM06405810014,572$1.0M0.03%
239XCEL ENERGY INCXELLL15,839$1.0M0.03%
240SALESFORCE.COM INCCRM3,749$1.0M0.03%
241VENTAS INCVTR15,739$1.0M0.03%
242SCHWAB US LARGE CAP GROWTH8085243009,427$982,1050.03%
243FISERV INCFISV5,457$980,3500.03%
244EATON CORP NEWETN2,950$977,7480.03%
245ADVANCED MICRO DEVAMD5,953$976,7680.03%
246HUMANA INCHUM3,002$950,8530.03%
247ENERGY SELECT SECTOR SPDR81369Y50610,680$937,7040.03%
248MERCADOLIBRE INCMELI456$935,6940.03%
249AMERICAN WTR WKS CO INC NEW0304201036,398$935,6440.03%
250EXXON MOBIL CORPXOM7,948$931,6650.03%
251MONDELEZ INTERNATIONAL INC60920710512,599$928,1680.03%
252THERMO FISHER SCIENTIFIC, INCTMO1,496$925,3810.03%
253NETFLIX INCNFLX1,298$920,6320.03%
254SPDR BARCLAYS ISSUER SCORED COR78464A14430,000$900,9000.03%
255AMGEN INCAMGN2,781$896,0660.03%
256KENVUE INC COMKVUE37,340$863,6740.03%
257ISHARES GOLD TRUST ETFIAU17,304$859,9590.03%
258DISNEY WALT CO2546871068,936$859,5540.03%
259ALLSTATE CORPALL-PJ4,443$842,6150.03%
260TEXAS INSTRUMENTS8825081044,059$838,4680.03%
261SPDR S&P MIDCAP 400 ETF TRMDY1,447$824,2980.03%
262SPDR DJ INDUSTRIAL AVERAGE ETF78467X1091,913$809,4290.03%
263BROOKFIELD ORD SHS CLASS A11271J10714,886$791,1910.03%
264QUALCOMM INCQCOM4,623$786,1410.03%
265MICRON TECHNOLOGYMU7,461$773,7800.02%
266KEMPER CORPKMPB12,600$771,7500.02%
267AUTOMATIC DATA PROADP2,775$767,9260.02%
268TAIWAN SEMICONDUCTOR ADR8740391004,399$763,9740.02%
269US BANCORP COMUSB-PS16,658$761,7700.02%
270PAYCHEX INCPAYX5,509$739,2530.02%
271WELLS FARGO & CO NEW94974610112,930$730,4160.02%
272CORTEVA INCCTVA12,307$723,5290.02%
273DOMINION RES INC VAD12,491$721,8550.02%
274MORGAN STANLEYMS-PQ6,913$720,6110.02%
275VANGUARD MID-CAP ETF9229086292,710$714,9790.02%
276FIDELITY NATL INFORMATION SVCS31620M1068,479$710,1160.02%
277MARSH & MCLENNAN CO5717481023,133$698,9410.02%
2783M CORPORATIONMMM5,054$690,8820.02%
279COMCAST CORP NEW ACCZ16,390$684,6100.02%
280D B A CHUBB LIMITEDCB2,356$679,4470.02%
281ISHARES S&P 500 BARRA GROWTH4642873096,896$660,2920.02%
282ENBRIDGE INCENNPF16,115$654,4300.02%
283VALERO ENERGYVLO4,815$650,1690.02%
284GENERAL DYNAMICSGD2,119$640,3620.02%
285ABBOTT LABORATORIESABLZF5,601$638,5700.02%
286BROOKFIELD INFRASTRUCTURE CORPBIPC14,695$638,2040.02%
287CISCO SYSTEMS INCCSCO11,933$635,0740.02%
288INTUITINTU1,015$630,3150.02%
289AIR PRODS & CHEMSAIIR2,114$629,4220.02%
290LOCKHEED MARTIN CORPLMT1,076$628,9870.02%
291WASTE MANAGEMENT INC94106L1093,019$626,7440.02%
292HP INCHPQ17,454$626,0750.02%
293INVESTCO EXCHANGE TRADED FD TRIVZ13,408$624,1420.02%
294ECOLAB INCECL2,362$603,0890.02%
295COSTCO WHSL CORP NEW22160K105680$602,8340.02%
296ELEVANCE HEALTH ORD SHSELV1,152$599,0400.02%
297BOOKING HOLDINGS INC.BKNG142$598,1210.02%
298LOWES COMPANIES5486611072,196$594,7870.02%
299GSK PLC SPONSORED ADRGLAXF14,517$593,4550.02%
300ILLINOIS TOOL WORKS4523081092,258$591,7540.02%
301EATON CORP NEWETN1,771$586,9800.02%
302CATERPILLAR INCCAT1,496$585,1160.02%
303ISHARES CORE S&P TOTAL US STOCK4642871504,509$566,4210.02%
304MATCH GROUP INC NEWMTCH14,892$563,5130.02%
305O REILLY AUTOMOTIVE INC NEW COM67103H107487$560,8290.02%
306CABOT CORPCBT5,000$558,8500.02%
307SELECT SECTOR SPDR-CONSUMER STA81369Y3086,652$552,1160.02%
308FORTUNE BRANDS HOME & SECURITY,FBIN6,093$545,5060.02%
309NOVO-NORDISK A/S ADRNONOF4,573$544,5070.02%
310BANK OF AMERICA CORP06050510413,702$543,6950.02%
311STREETTRACKS DJ WILSHIRE REIT E78464A6075,080$542,1880.02%
312AUTOZONE INCAZO171$538,6570.02%
313ISHARES RUSSELL MID CAP4642874996,110$538,5350.02%
314CITIGROUP INC COM NEWC-PR8,600$538,3600.02%
315ADOBE SYS INCADBE1,035$535,9020.02%
316SOUTHERN CO.SOMN5,922$534,0460.02%
317NOVO-NORDISK A/S ADRNONOF4,420$526,2890.02%
318WISDOMTREE US TTL DIV FD ETFWT6,850$525,2480.02%
319MASCO CORPORATIONMAS6,257$525,2130.02%
320BUILDERS FIRSTSOURCE INCBLDR2,680$519,5450.02%
321IDEXX LABS INC45168D1041,025$517,8510.02%
322FIRST TRUST VI FIRST TR NASDAQ33738R1186,430$516,3290.02%
323AIR PRODS & CHEMSAIIR1,721$512,4110.02%
324FORD MOTOR CO34537086048,145$508,4110.02%
325ASML HOLDING NVASMLF608$506,6160.02%
326CACI INTL INC CLASS A1271903041,000$504,5600.02%
327VANGUARD ESG US STOCK ETF9219107334,890$497,0690.02%
328PHILLIPS 66PSX3,770$495,5670.02%
329EDWARDS LIFESCIENCESEW7,424$489,9100.02%
330ONEOK INCOKE5,368$489,0950.02%
331VANGUARD DIVIDEND APPRECIATION9219088442,465$488,2180.02%
332TJX COS INC8725401094,125$484,8530.02%
333INVESCO KBW BANK ETFIVZ8,220$481,7740.02%
334UMB FINANCIAL CORPORATION9027881084,574$480,7730.02%
335SCHWAB US DIVIDEND EQUITY8085247975,683$480,3840.02%
336ALERIAN MLP ETF00162Q45210,000$471,3000.02%
337EDISON INTL2810201075,320$463,3190.01%
338AUTODESK INCADSK1,672$460,6030.01%
339YUM BRANDS INCYUM3,284$458,8080.01%
340ENTERPRISE PRODUCTS PARTNERS LP29379210715,745$458,3370.01%
341PROLOGISPLDGP3,592$453,5980.01%
342CHURCH & DWIGHT CO INCCHD4,331$453,5420.01%
343ISHARES S&P MIDCAP 4004642875077,201$448,7660.01%
344ANALOG DEVICES INCADI1,942$446,9900.01%
345REALTY INCOME CORPO7,031$445,9060.01%
346ISHARES S&P 1004642871011,597$441,9860.01%
347BLACKSTONE SECURED LENDING ORDBX15,000$439,3500.01%
348ROSS STORES, INCROST2,902$436,7800.01%
349HEXCEL CORP NEW4282911087,000$432,8100.01%
350CROWN HOLDINGS INCCCK4,500$431,4600.01%
351SEMPRA ENERGYSREA5,134$429,3560.01%
352AMERICAN EXPRESS COAXP1,575$427,1400.01%
353GATX CORPGATX3,200$423,8400.01%
354ISHARES RUSSELL MIDCAP GROWTH F4642874813,560$417,5520.01%
355CONOCOPHILLIPS COMCOP3,939$414,6980.01%
356IBM CORP.INTR1,875$414,5250.01%
357VERIZON COMM INCVZ9,217$413,9350.01%
358VERALTO ORD SHSVLTO3,700$413,8820.01%
359COCA COLA COKO5,731$411,8300.01%
360PHILLIPS 66PSX3,099$407,3640.01%
361INTEL CORPINTC17,350$407,0310.01%
362HONEYWELL INTL INC4385161061,950$403,0850.01%
363RTX CORPORATIONRTX3,308$400,7970.01%
364TARGET CORP.TGT2,540$395,8840.01%
365DANAHER CORP2358511021,420$394,7880.01%
366WISDOMTREE LC DVDNDWT4,990$392,0140.01%
367VANGUARD FTSE ALL WORLD ETF9220427756,180$389,3400.01%
368HORMEL FOODS CORPHRL12,045$381,8270.01%
369NIKE, INC.NKE4,316$381,5340.01%
370THE TRAVELERS COMPANIESTRV1,629$381,3810.01%
371CORNING INCGLW8,395$379,0340.01%
372MASTERCARD INCMA765$377,7570.01%
373NORTHROP GRUMMANNOC710$374,9300.01%
374FORTINET INCFTNT4,820$373,7910.01%
375LINDE PLC SHSLIN781$372,4280.01%
376IAC INTERACTIVECORP NEWIAC6,900$371,3580.01%
377LINDE PLC SHSLIN774$369,0900.01%
378GLOBAL X ROBO & AI THEMATIC ETF37954Y71511,400$366,5100.01%
379AMERICAN TOWER CORP03027X1001,572$365,5840.01%
380DFA T.A.WORLD EX U.S. CORE EQUI25434V88013,483$364,1760.01%
381SERVICENOW INCNOW405$362,2280.01%
382MCCORMICK & CO INC CL VMKC-V4,368$360,5350.01%
383NETFLIX INCNFLX504$357,4720.01%
384ADC THERAPEUTICS SAADCT113,000$355,9500.01%
385PFIZER INCPFE12,295$355,8170.01%
386SCHLUMBERGER LTDSLB8,470$355,3170.01%
387MONOLITHIC POWER SYSTEMS INC609839105383$354,0840.01%
388AMERICAN TOWER CORP03027X1001,518$353,0260.01%
389ENERGY TRANSFER EQ LPET-PI21,725$348,6860.01%
390FINANCIAL SEL SPDR81369Y6057,604$344,6130.01%
391CBRE GROUP, INC.CBRE2,768$344,5610.01%
392WILLIS TOWERS WATSON PUBLIC LTDWTW1,160$341,6550.01%
393ISHARES RUSSELL MIDCAP VALUE FD4642874732,568$339,6180.01%
394UNITED PARCEL SVCUPS2,471$336,8960.01%
395CROWN CASTLE INTERNATIONAL CORPCCI2,811$333,4690.01%
396GLOBALFOUNDRIES INC ORDINARY SHGFS8,270$332,8680.01%
397COLGATE-PALMOLIVE COCL3,200$332,1920.01%
398HARTFORD FINL SVCSHIG-PG2,817$331,3070.01%
399BROADSTONE NET LEASE INCBNL17,300$327,8350.01%
400NORFOLK SOUTHERN6558441081,317$327,2750.01%
401AMERICAN ELEC PWR0255371013,146$322,7800.01%
402PHILIP MORRIS INTL INC7181721092,641$320,6170.01%
403ISHARES S&P MIDCAP 400 BARRA VA4642877052,571$317,8270.01%
404FIRSTENERGY CORPFE7,099$314,8410.01%
405NEWMONT MINING CORPNEMCL5,882$314,3930.01%
406DUKE ENERGY CORP NEWDUKB2,724$314,0770.01%
407CIGNA CORPORATION125523100899$311,4500.01%
408MICROCHIP TECH INCMCHPP3,799$305,0220.01%
409CONSTELLATION ENERGY CORPCEG1,165$302,9230.01%
410WAL-MART STORES INCWMT3,741$302,0860.01%
411PUBLIC STORAGE INCPSA-PS830$302,0120.01%
412NOVARTIS AGNVSEF2,625$301,9280.01%
413KEURIG DR PEPPER INC.KDP7,930$297,2160.01%
414ISHARES RUSSELL 2000 GROWTH4642876481,040$295,3600.01%
415CANADIAN NATL RR1363751022,476$290,0630.01%
416MCKESSON CORPMCK585$289,2360.01%
417UNION PACIFIC CORPUNP1,169$288,1350.01%
418JACOBS SOLUTIONS INCJ2,179$285,2310.01%
419WORKDAY INCWDAY1,162$284,0040.01%
420INVESCO QQQ TRUST SERIES 1IVZ579$282,5930.01%
421ELEVANCE HEALTH ORD SHSELV530$275,6000.01%
422DOLLAR TREE INCDLTR3,907$274,7400.01%
423PRUDENTIAL FINANCIALPUKPF2,259$273,5650.01%
424CINTAS CORPCTAS1,300$267,6440.01%
425GE HEALTHCARE TECHNOLOGIES INCGEHC2,834$265,9710.01%
426EMERSON ELECTRIC COEMR2,388$261,1760.01%
427WEC ENERGY GROUP INCWEC2,709$260,5520.01%
428L3HARRIS TECHNOLOGIES ORD SHSLHX1,091$259,5160.01%
429BAXTER INTRNL0718131096,827$259,2210.01%
430VANGUARD S&P 500 GROWTH921932505750$258,9680.01%
431PPG INDUSTRIES6935061071,955$258,9590.01%
432ADR TOYOTA MOTORTOYOF1,445$258,0340.01%
433STANLEY BLACK & DECKER INCSWK2,339$257,5940.01%
434MEDTRONIC PLCMDT2,861$257,5760.01%
435SAP AKTIENGESELLSAPGF1,115$255,4470.01%
436INVESCO WATER RESOURCES ETF TRUIVZ3,600$253,9440.01%
437VANGUARD GROWTH922908736655$251,4740.01%
438ARES CAP CORPARCC12,000$251,2800.01%
439PINDUODUO INC ADRPDD1,844$248,5900.01%
440PTC THERAPEUTICS INCPTCT6,700$248,5700.01%
441SELECT SECTOR SPDR-HEALTH CARE81369Y2091,611$248,1260.01%
442AGNICO-EAGLE MINES LTDAEM3,058$246,3520.01%
443S P GLOBAL INCSPGI471$243,3280.01%
444JONES LANG LASALLE INCJLL900$242,8290.01%
445SHELL PLC SPON ADRRYDAF3,675$242,3660.01%
446HEICO CORPHEI-A923$241,3460.01%
447SPDR PORTFOLIO S&P 500 VALUE ET78464A5084,546$240,3020.01%
448PNC FINANCIAL SERVICES GROUP IN6934751051,293$239,0110.01%
449TYSON FOODS INC CL ATSN4,000$238,2400.01%
450GRAINGER W W INC384802104229$237,8870.01%
451EOG RES INCEOG1,899$233,4440.01%
452ISHARES DJ SELECT DIVIDEND4642871681,710$230,9700.01%
453KEYSIGHT TECHNOLOGIES INCKEYS1,450$230,4490.01%
454WASTE MANAGEMENT INC94106L1091,085$225,2460.01%
455CONSOL EDISON OF NYED2,154$224,2960.01%
456WILLIAMS CO.9694571004,877$222,6350.01%
457ISHARES RUSSELL 3000464287689675$220,5430.01%
458VANGUARD INTERNATIONAL HIGH ETF9219467943,000$220,2600.01%
459EXTRA SPACE STORAGE INCEXR1,220$219,8320.01%
460INGREDION INCORPORATEDINGR1,596$219,3380.01%
461CVS HEALTH CORPORATIONCVS3,471$218,2560.01%
462MARATHON PETROLEUM CORPORATIONMARA1,319$214,8780.01%
463KIMBERLY-CLARKKMB1,505$214,1310.01%
464ASTRAZENECA ADRAZN2,708$210,9800.01%
465THERMO FISHER SCIENTIFIC, INCTMO340$210,3140.01%
466MORGAN STANLEYMS-PQ1,994$207,8550.01%
467APPLIED MATERIALS0382221051,020$206,0910.01%
468ULTA BEAUTY INCULTA525$204,2880.01%
469MANULIFE FINL CORP56501R1066,882$203,3630.01%
470M&T BANK CORP55261F1041,135$202,1660.01%
471ESSENTIAL UTILITIES INC29670G1025,157$198,9050.01%
472ALLSTATE CORPALL-PJ1,040$197,2360.01%
473BOEING COMPANYBA-PA1,270$193,0910.01%
474ROYAL BANK OF CANADA7800871021,505$187,7190.01%
475METLIFE INC.MET-PF2,275$187,6420.01%
476PARKER HANNIFIN CORPPH295$186,3870.01%
477BHP BILLITON LIMITEDBHPLF2,986$185,4600.01%
478PROGRESSIVE CORP OH743315103730$185,2450.01%
479FACTSET RESH SYS303075105395$181,6410.01%
480LAM RESEARCH CORPORATIONLRCX222$181,1700.01%
481NUVEEN MUN VALUE FDNU20,000$180,4000.01%
482CITIGROUP INC COM NEWC-PR2,854$178,6600.01%
483TOTAL FINA ELF S.A.TTE2,746$177,4470.01%
484INTUITIVE SURGICAL, INC.ISRG360$176,8570.01%
485FEDEX CORPORATIONFDX645$176,5240.01%
486UNILEVER PLC AMER SHUNLYF2,700$175,3920.01%
487ISHARES TR SP US PFD4642886875,225$173,6270.01%
488GOLDMAN SACHS GROUPGSCE350$173,2890.01%
489PUBLIC SVC ENTERPRISE GROUP7445731061,925$171,7290.01%
490MOTOROLA SOLUTIONS INCMSI380$170,8590.01%
491KROGER COMPANYKR2,963$169,7800.01%
492BANCO SANTANDER ADRBCDRF33,258$169,6160.01%
493VERTEX PHARMACEUTICALS INCVRTX364$169,2890.01%
494CHARLES RIVER LABS159864107839$165,2580.01%
495FASTENAL COFAST2,290$163,5520.01%
496DEERE & CODE390$162,7590.01%
497TRANE TECHNOLOGIES PLCTT417$162,1000.01%
498GENERAL ELEC CO369604301859$161,9900.01%
499GILEAD SCIENCES INCGILD1,920$160,9730.01%
500OLD REPUBLIC INTL6802231044,531$160,4880.01%