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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

Kovitz Investment Group Partners, LLC

Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0001665198-25-000005

Total Value
$19.93B
Positions
1,243
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VALUED ADVISERS TR92046L35345,793,424$1.06B5.51%
2APPLE INCAAPL2,482,072$551.3M2.86%
3MICROSOFT CORPMSFT1,448,756$543.8M2.82%
4AMAZON COM INCAMZN2,180,635$414.9M2.15%
5SPDR S&P 500 ETF TRSPY720,213$402.9M2.09%
6JANUS DETROIT STR TR47103U8456,490,636$329.1M1.71%
7THERMO FISHER SCIENTIFIC INCTMO631,342$314.2M1.63%
8ALPHABET INCGOOG1,932,813$298.9M1.55%
9INTERCONTINENTAL EXCHANGE IN45866F1041,497,132$258.3M1.34%
10VANGUARD INDEX FDS922908769902,865$248.1M1.29%
11ISHARES TR464287200438,402$246.3M1.28%
12KEYSIGHT TECHNOLOGIES INCKEYS1,623,293$243.1M1.26%
13BERKSHIRE HATHAWAY INC DELBRK-A433,452$230.8M1.20%
14ISHARES TR464287614635,881$229.6M1.19%
15META PLATFORMS INCMETA397,416$229.1M1.19%
16LOWES COS INC548661107971,018$226.5M1.17%
17NVIDIA CORPORATIONNVDA2,031,263$220.1M1.14%
18VISA INCV620,160$217.3M1.13%
19SCHWAB CHARLES CORPSCHW-PJ2,681,809$209.9M1.09%
20UNITEDHEALTH GROUP INCUNH380,359$199.2M1.03%
21BROADCOM INCAVGO1,160,478$194.3M1.01%
22PHILIP MORRIS INTL INC7181721091,207,724$191.7M0.99%
23VANGUARD INDEX FDS9229087441,080,313$186.6M0.97%
24ADVANCED MICRO DEVICES INCAMD1,791,972$184.1M0.95%
25ISHARES TR464287598941,235$177.1M0.92%
26ALPHABET INCGOOG1,128,715$176.3M0.91%
27LAM RESEARCH CORPLRCX2,378,223$172.9M0.90%
28BECTON DICKINSON & COBDX746,259$170.9M0.89%
29GALLAGHER ARTHUR J & CO363576109488,468$168.6M0.87%
30APOLLO GLOBAL MGMT INC03769M1061,174,713$160.9M0.83%
31FISERV INCFISV686,312$151.6M0.79%
32PARKER-HANNIFIN CORPPH234,805$142.7M0.74%
33JACOBS SOLUTIONS INCJ1,178,267$142.4M0.74%
34SCHWAB STRATEGIC TR8085243005,487,959$137.4M0.71%
35ABBOTT LABSABLZF1,030,029$136.6M0.71%
36MERCK & CO INCMRK1,507,906$135.3M0.70%
37ISHARES TR4642874401,370,911$130.7M0.68%
38AON PLCAON327,323$130.6M0.68%
39JPMORGAN CHASE & CO.VYLD532,446$130.6M0.68%
40RTX CORPORATIONRTX984,189$130.4M0.68%
41GXO LOGISTICS INCORPORATEDGXO3,330,176$130.1M0.67%
42PACCAR INCPCAR1,261,941$122.9M0.64%
43ORACLE CORPORCL-PD871,206$121.8M0.63%
44CARMAX INCKMX1,536,241$119.7M0.62%
45BLACKSTONE INCBX840,177$117.4M0.61%
46ISHARES TR464287408592,878$113.0M0.59%
47ADOBE INCADBE287,998$110.5M0.57%
48PPG INDS INC693506107993,598$108.6M0.56%
49DOLLAR TREE INCDLTR1,408,755$105.8M0.55%
50ISHARES TR46436E8584,581,588$105.1M0.54%
51SALESFORCE INCCRM390,942$104.9M0.54%
52VANGUARD SCOTTSDALE FDS92206C7712,260,858$104.7M0.54%
53WISDOMTREE TRWT1,286,177$102.7M0.53%
54ZEBRA TECHNOLOGIES CORPORATIZBRA359,579$101.6M0.53%
55ISHARES TR464287101373,284$101.1M0.52%
56VANGUARD TAX-MANAGED FDS9219438581,967,079$100.0M0.52%
57ISHARES TR4642886461,842,049$96.5M0.50%
58DEERE & CODE205,035$96.2M0.50%
59APPLIED MATLS INC038222105653,156$94.8M0.49%
60JANUS DETROIT STR TR47103U8522,072,474$93.7M0.49%
61INVESCO EXCHANGE TRADED FD TIVZ1,410,061$93.5M0.48%
62ISHARES TR46436E718899,512$90.6M0.47%
63ISHARES TR464287804843,652$88.2M0.46%
64LULULEMON ATHLETICA INCLULU310,743$88.0M0.46%
65AMERICAN EXPRESS COAXP319,480$86.0M0.45%
66MOTOROLA SOLUTIONS INCMSI177,905$77.9M0.40%
67J P MORGAN EXCHANGE TRADED F46641Q8371,529,924$77.5M0.40%
68JOHNSON & JOHNSONJNJ460,924$76.4M0.40%
69VANGUARD INDEX FDS922908363146,506$75.3M0.39%
70INVESCO EXCHANGE TRADED FD TIVZ420,449$72.8M0.38%
71VANGUARD SCOTTSDALE FDS92206C7061,216,937$72.3M0.37%
72ISHARES TR464288588766,393$71.9M0.37%
73PNC FINL SVCS GROUP INC693475105403,834$71.0M0.37%
74STARBUCKS CORPSBUX696,704$68.3M0.35%
75ARISTA NETWORKS INCANET866,229$67.1M0.35%
76BUILDERS FIRSTSOURCE INCBLDR528,984$66.1M0.34%
77ISHARES TR46432F339372,298$63.6M0.33%
78DANAHER CORPORATION235851102304,909$62.5M0.32%
79ISHARES TR46432F842798,874$60.4M0.31%
80VANGUARD SCOTTSDALE FDS92206C1021,017,352$59.7M0.31%
81T-MOBILE US INCTMUSZ218,021$58.1M0.30%
82ISHARES TR464288661473,839$56.0M0.29%
83AMENTUM HOLDINGS INCAMTM3,075,305$56.0M0.29%
84DIMENSIONAL ETF TRUST25434V8071,417,716$55.8M0.29%
85QUALCOMM INCQCOM362,863$55.7M0.29%
86ISHARES TR464287622180,704$55.4M0.29%
87SIMPLIFY EXCHANGE TRADED FUN82889N5582,131,225$54.4M0.28%
88INVESCO EXCHANGE TRADED FD TIVZ1,342,570$54.3M0.28%
89ISHARES TR464287309581,067$53.9M0.28%
90VANGUARD INDEX FDS922908736145,080$53.8M0.28%
91ISHARES TR464287465625,053$51.1M0.26%
92EXXON MOBIL CORPXOM415,247$49.4M0.26%
93WALMART INCWMT560,157$49.2M0.25%
94AMERICAN CENTY ETF TR025072877557,406$48.6M0.25%
95HASBRO INCHAS788,957$48.5M0.25%
96BANK AMERICA CORP0605051041,152,105$48.1M0.25%
97ISHARES TR464287655240,582$48.0M0.25%
98CHEVRON CORP NEWCVX286,142$47.9M0.25%
99ISHARES TR464288638870,995$45.7M0.24%
100ISHARES INC46434G103814,577$44.0M0.23%
101JANUS DETROIT STR TR47103U746799,032$41.8M0.22%
102ISHARES TR464287507679,451$39.6M0.21%
103CITIGROUP INCC-PR554,899$39.4M0.20%
104ELI LILLY & COLLY47,584$39.3M0.20%
105INNOVATOR ETFS TRUSTINHD1,043,210$39.2M0.20%
106ISHARES TR464287150320,803$39.1M0.20%
107HAYWARD HLDGS INCHAYW2,776,298$38.6M0.20%
108PROCTER AND GAMBLE CO742718109225,795$38.5M0.20%
109AMPHENOL CORP NEW032095101577,804$37.9M0.20%
110AGF INVTS TR00110G4081,809,339$37.7M0.20%
111ISHARES TR46429B2671,634,809$37.6M0.19%
112BERKSHIRE HATHAWAY INC DELBRK-A47$37.5M0.19%
113BANK NEW YORK MELLON CORP064058100447,332$37.5M0.19%
114MASTERCARD INCORPORATEDMA68,296$37.4M0.19%
115CISCO SYS INCCSCO587,576$36.3M0.19%
116TESLA INCTSLA134,727$34.9M0.18%
117ISHARES TR46429B333792,834$34.8M0.18%
118PROGRESSIVE CORP743315103121,110$34.3M0.18%
119HOME DEPOT INCHD93,174$34.1M0.18%
120ISHARES GOLD TRIAU575,484$33.9M0.18%
121DISNEY WALT CO254687106343,585$33.9M0.18%
122PG&E CORPPCG-PX1,919,829$33.0M0.17%
123DIMENSIONAL ETF TRUST25434V104845,722$32.5M0.17%
124ZOETIS INCZTS196,490$32.4M0.17%
125ISHARES TR46429B655623,289$31.8M0.16%
126SPDR SER TR78468R663343,541$31.5M0.16%
127SPECIAL OPPORTUNITIES FD INC84741T4011,295,974$31.3M0.16%
128VERIZON COMMUNICATIONS INCVZ684,597$31.1M0.16%
129MICRON TECHNOLOGY INCMU353,272$30.7M0.16%
130AUTOZONE INCAZO7,832$29.9M0.15%
131FIRST TR EXCHANGE-TRADED FD33738D309641,010$29.3M0.15%
132AMGEN INCAMGN93,911$29.3M0.15%
133NEWMONT CORPNEMCL602,259$29.1M0.15%
134COPART INCCPRT510,641$28.9M0.15%
135COMCAST CORP NEWCCZ781,041$28.8M0.15%
136SERIES PORTFOLIOS TR81752T5281,079,563$28.7M0.15%
137MORGAN STANLEYMS-PQ239,375$27.9M0.14%
138PEPSICO INCPEP182,836$27.4M0.14%
139INVESCO QQQ TRIVZ58,384$27.4M0.14%
140CAPITAL ONE FINL CORP14040H105150,738$27.0M0.14%
141INTUITINTU43,900$27.0M0.14%
142ISHARES INC464286608504,169$26.8M0.14%
143VANGUARD SCOTTSDALE FDS92206C409334,837$26.4M0.14%
144EOG RES INCEOG199,806$25.6M0.13%
145ACCENTURE PLC IRELANDACN80,411$25.1M0.13%
146MOODYS CORPMCO53,185$24.8M0.13%
147CBOE GLOBAL MKTS INC12503M108107,948$24.4M0.13%
148INTERNATIONAL BUSINESS MACHSINTR97,840$24.3M0.13%
149TE CONNECTIVITY PLCTEL170,777$24.1M0.13%
150AMERIPRISE FINL INC03076C10648,965$23.7M0.12%
151VANGUARD WHITEHALL FDS921946406183,680$23.7M0.12%
152ISHARES TR464287457282,689$23.4M0.12%
153SPECIAL OPPORTUNITIES FD INC84741T1041,535,479$23.1M0.12%
154MCDONALDS CORPMCD73,139$22.8M0.12%
155PAYPAL HLDGS INCPYPL345,709$22.6M0.12%
156TEXAS INSTRS INC882508104124,060$22.3M0.12%
157ERIE INDTY CO29530P10252,818$22.1M0.11%
158GENERAL MTRS CO37045V100461,558$21.7M0.11%
159HOWMET AEROSPACE INCHWM165,945$21.5M0.11%
160SABA CAPITAL INCOME & OPRNT78518H2022,757,876$21.4M0.11%
161AMERICAN TOWER CORP NEW03027X10097,495$21.2M0.11%
162CME GROUP INCCME79,755$21.2M0.11%
163GOLDMAN SACHS GROUP INCGSCE38,522$21.0M0.11%
164LOCKHEED MARTIN CORPLMT46,620$20.8M0.11%
165WILLIAMS COS INC969457100345,548$20.7M0.11%
166UBER TECHNOLOGIES INCUBER282,921$20.6M0.11%
167DIMENSIONAL ETF TRUST25434V781702,368$20.5M0.11%
168SPDR SER TR78464A474678,346$20.4M0.11%
169LPL FINL HLDGS INC50212V10062,138$20.3M0.11%
170METLIFE INCMET-PF252,713$20.3M0.11%
171COSTCO WHSL CORP NEW22160K10521,026$19.9M0.10%
172MARSH & MCLENNAN COS INC57174810281,144$19.8M0.10%
173BLACKROCK INCBLK20,751$19.6M0.10%
174ABBVIE INCABBV93,218$19.5M0.10%
175SPDR SER TR78464A854294,413$19.4M0.10%
176ISHARES TR464287879198,584$19.4M0.10%
177ONEOK INC NEWOKE193,817$19.2M0.10%
178CORNING INCGLW413,125$18.9M0.10%
179NEXTERA ENERGY INCNEE-PW266,764$18.9M0.10%
180WELLS FARGO CO NEW949746101259,657$18.6M0.10%
181ISHARES TR46434V860363,550$18.4M0.10%
182HONEYWELL INTL INC43851610686,438$18.3M0.09%
183CHUBB LIMITEDCB60,545$18.3M0.09%
184ISHARES TR464288653175,479$18.2M0.09%
185CATERPILLAR INCCAT54,855$18.1M0.09%
186S&P GLOBAL INCSPGI35,229$17.9M0.09%
187ISHARES TR464287432195,921$17.8M0.09%
188VANGUARD WORLD FD92204A70232,855$17.8M0.09%
189NETFLIX INCNFLX19,093$17.8M0.09%
190AIR PRODS & CHEMS INCAIIR60,043$17.7M0.09%
191NUVEEN MUN VALUE FD INCNU2,012,078$17.6M0.09%
192ISHARES TR464289867302,000$17.4M0.09%
193NORFOLK SOUTHN CORP65584410873,036$17.3M0.09%
194FIRST TR EXCHANGE-TRADED FD33741X102508,709$17.0M0.09%
195STRATEGIC TRUST48817R870525,198$17.0M0.09%
196CBRE GROUP INCCBRE129,988$17.0M0.09%
197VANGUARD INTL EQUITY INDEX F922042742145,101$16.8M0.09%
198FEDEX CORPFDX68,676$16.7M0.09%
199EATON CORP PLCETN60,468$16.4M0.09%
200TJX COS INC NEW872540109133,737$16.3M0.08%
201CARNIVAL CORPCUKPF828,532$16.2M0.08%
202SPDR GOLD TRGLD54,845$15.8M0.08%
203INNOVATOR ETFS TRUSTINHD374,277$15.5M0.08%
204BRISTOL-MYERS SQUIBB COCELG-RI253,641$15.5M0.08%
205GE AEROSPACE36960430176,592$15.3M0.08%
206EATON VANCE ENHANCED EQUITYETN814,530$15.3M0.08%
207ISHARES TR46435G334407,760$15.3M0.08%
208SPDR SER TR78468R523152,165$15.1M0.08%
209CHURCHILL DOWNS INCCHDN135,930$15.1M0.08%
210SERVICENOW INCNOW18,671$14.9M0.08%
211VIRTUS DIVIDEND INTEREST & PNFJ1,218,874$14.8M0.08%
212COLGATE PALMOLIVE COCL155,725$14.6M0.08%
213ISHARES TR46436E841645,451$14.5M0.08%
214ISHARES TR464287739150,572$14.4M0.07%
215ELEVANCE HEALTH INCELV32,640$14.2M0.07%
216AMERICAN INTL GROUP INC026874784160,765$14.0M0.07%
217WASTE MGMT INC DEL94106L10960,287$14.0M0.07%
218UNION PAC CORPUNP59,067$14.0M0.07%
219CVS HEALTH CORPCVS204,515$13.9M0.07%
220TARGET CORPTGT132,598$13.8M0.07%
221KROGER COKR204,023$13.8M0.07%
222ISHARES TR46435G268216,691$13.6M0.07%
223SPDR SER TR78468R101460,755$13.5M0.07%
224CUMMINS INCCMI42,457$13.3M0.07%
225WISDOMTREE TRWT273,414$13.2M0.07%
226PLAINS ALL AMERN PIPELINE L726503105655,363$13.1M0.07%
227PALANTIR TECHNOLOGIES INCPLTR150,615$12.7M0.07%
228VANGUARD INDEX FDS92290861166,643$12.4M0.06%
229ISHARES TR464289511244,998$12.3M0.06%
230ISHARES TR46429B697130,584$12.2M0.06%
231CHIPOTLE MEXICAN GRILL INCCMG240,912$12.1M0.06%
232VANGUARD INDEX FDS92290875154,323$12.0M0.06%
233AUTOMATIC DATA PROCESSING INADP39,321$12.0M0.06%
234AT&T INCT-PC420,531$11.9M0.06%
235LINDE PLCLIN25,393$11.8M0.06%
236ISHARES INC46434G822172,035$11.8M0.06%
237PGIM SHORT DUR HIG YLD OPP F69355J104715,661$11.8M0.06%
238INNOVATOR ETFS TRUSTINHD329,192$11.8M0.06%
2393M COMMM79,571$11.7M0.06%
240TRUIST FINL CORP89832Q109281,505$11.6M0.06%
241ANALOG DEVICES INCADI57,170$11.5M0.06%
242INNOVATOR ETFS TRUSTINHD288,172$11.5M0.06%
243INNOVATOR ETFS TRUSTINHD309,813$11.5M0.06%
244TYSON FOODS INCTSN178,310$11.4M0.06%
245VISTRA CORPVST95,880$11.3M0.06%
246INTEL CORPINTC495,413$11.3M0.06%
247PRUDENTIAL FINL INCPUKPF100,684$11.2M0.06%
248VANGUARD INDEX FDS92290862943,195$11.2M0.06%
249TORTOISE CAPITAL SERIES TRUS890930100538,039$11.1M0.06%
250ISHARES TR464287226112,118$11.1M0.06%
251BLACKROCK ENHANCED LARGE CAPBLK598,633$11.1M0.06%
252COCA COLA COKO154,060$11.0M0.06%
253SYSCO CORPSYY146,882$11.0M0.06%
254KINDER MORGAN INC DELEP-PC382,367$10.9M0.06%
255CONOCOPHILLIPSCOP102,654$10.8M0.06%
256GILEAD SCIENCES INCGILD94,827$10.6M0.06%
257DIMENSIONAL ETF TRUST25434V302410,300$10.6M0.06%
258FIFTH THIRD BANCORPFITBM269,989$10.6M0.05%
259INNOVATOR ETFS TRUSTINHD296,713$10.6M0.05%
260MARRIOTT INTL INC NEW57190320244,337$10.6M0.05%
261TAPESTRY INCTPR148,991$10.5M0.05%
262SHERWIN WILLIAMS COSHW29,413$10.3M0.05%
263BARINGS BDC INCBBDC1,073,140$10.2M0.05%
264SEAGATE TECHNOLOGY HLDNGS PLSE119,872$10.2M0.05%
265ISHARES TR46428748186,288$10.1M0.05%
266GEN DIGITAL INCGENVR377,464$10.0M0.05%
267PFIZER INCPFE394,212$10.0M0.05%
268GENERAL DYNAMICS CORPGD36,549$10.0M0.05%
269FIDELITY COVINGTON TRUST31609280861,392$9.9M0.05%
270MANPOWERGROUP INC WISMAN170,677$9.9M0.05%
271CROCS INCCROX91,985$9.8M0.05%
272BOOKING HOLDINGS INCBKNG2,119$9.8M0.05%
273ARES CAPITAL CORPARCC438,266$9.7M0.05%
274ISHARES TR46428763064,319$9.7M0.05%
275MEDTRONIC PLCMDT108,030$9.7M0.05%
276ISHARES TR46428764837,974$9.7M0.05%
277ISHARES TR464288281106,586$9.7M0.05%
278ISHARES TR46428716871,628$9.6M0.05%
279SPDR S&P MIDCAP 400 ETF TRMDY17,797$9.5M0.05%
280SPDR SER TR78468R200307,607$9.5M0.05%
281ISHARES TR46428825781,403$9.5M0.05%
282ANSYS INC03662Q10529,681$9.4M0.05%
283SOUTHERN COSOMN102,115$9.4M0.05%
284MONDELEZ INTL INC609207105137,231$9.3M0.05%
285INNOVATOR ETFS TRUSTINHD245,610$9.3M0.05%
286NRG ENERGY INCNRG96,425$9.2M0.05%
287INNOVATOR ETFS TRUSTINHD238,791$9.2M0.05%
288SELECT SECTOR SPDR TR81369Y886114,653$9.0M0.05%
289MARATHON PETE CORPMARA62,023$9.0M0.05%
290COHERENT CORPCOHR138,540$9.0M0.05%
291ISHARES TR46432F834128,135$8.9M0.05%
292PIMCO ETF TR72201R635199,950$8.9M0.05%
293NUCOR CORPNUE74,230$8.9M0.05%
294INNOVATOR ETFS TRUSTINHD239,419$8.9M0.05%
295MCKESSON CORPMCK13,143$8.8M0.05%
296ISHARES TR464288372161,287$8.8M0.05%
297HCA HEALTHCARE INCHCA25,385$8.8M0.05%
298ISHARES TR46428841482,019$8.6M0.04%
299SNAP ON INCSNA25,477$8.6M0.04%
300BLACKROCK ETF TRUST IIBLK165,467$8.6M0.04%
301WHIRLPOOL CORPWHR-PA93,643$8.4M0.04%
302INNOVATOR ETFS TRUSTINHD209,789$8.4M0.04%
303AUTODESK INCADSK31,907$8.4M0.04%
304ISHARES TR46436E866355,730$8.3M0.04%
305INNOVATOR ETFS TRUSTINHD231,563$8.3M0.04%
306WISDOMTREE TRWT139,444$8.3M0.04%
307ARCHER DANIELS MIDLAND COADM171,151$8.2M0.04%
308HALLIBURTON COHAL323,516$8.2M0.04%
309ALEXANDRIA REAL ESTATE EQ IN01527110988,516$8.2M0.04%
310VANGUARD INTL EQUITY INDEX F922042858178,970$8.1M0.04%
311VIKING HOLDINGS LTDVIK200,537$8.0M0.04%
312HERSHEY COHSY46,558$8.0M0.04%
313HF SINCLAIR CORPDINO241,554$7.9M0.04%
314SABA CAPITAL INCOME & OPPORTBRW891,607$7.8M0.04%
315J P MORGAN EXCHANGE TRADED F46641Q332136,927$7.8M0.04%
316INNOVATOR ETFS TRUSTINHD199,851$7.8M0.04%
317MGM RESORTS INTERNATIONALMGM260,913$7.7M0.04%
318ILLINOIS TOOL WKS INC45230810931,159$7.7M0.04%
319ALLSTATE CORPALL-PJ36,914$7.6M0.04%
320BONDBLOXX ETF TRUST09789C788151,267$7.6M0.04%
321LADDER CAP CORPLADR662,075$7.6M0.04%
322NETAPP INCNTAP85,903$7.5M0.04%
323CARDINAL HEALTH INCCAH54,465$7.5M0.04%
324BENCHMARK ELECTRS INC08160H101197,280$7.5M0.04%
325ENERSYSENS81,830$7.5M0.04%
326IDEXX LABS INC45168D10417,759$7.5M0.04%
327EMERSON ELEC COEMR67,265$7.4M0.04%
328TCW STRATEGIC INCOME FD INC8723401041,513,568$7.4M0.04%
329COMERICA INC200340107124,326$7.3M0.04%
330DIGITAL RLTY TR INC25386810351,166$7.3M0.04%
331ROCKWELL AUTOMATION INCROK28,204$7.3M0.04%
332CDW CORPCDW45,336$7.3M0.04%
333INVESCO EXCH TRADED FD TR IIIVZ350,141$7.2M0.04%
334NIKE INCNKE113,373$7.2M0.04%
335CNH INDL N VN20944109584,483$7.2M0.04%
336ZIMMER BIOMET HOLDINGS INCZBH63,069$7.1M0.04%
337ISHARES TR46428724265,524$7.1M0.04%
338WILLIS TOWERS WATSON PLC LTDWTW20,917$7.1M0.04%
339PALO ALTO NETWORKS INCPANW41,050$7.0M0.04%
340PAYCHEX INCPAYX45,400$7.0M0.04%
341AFLAC INCAFL62,802$7.0M0.04%
342DELTA AIR LINES INC DELDAL159,637$7.0M0.04%
343ISHARES TR464288687222,245$6.8M0.04%
344FIDELITY COVINGTON TRUST31609260099,781$6.8M0.04%
345VANGUARD INTL EQUITY INDEX F922042775111,355$6.8M0.04%
346KIMBERLY-CLARK CORPKMB46,802$6.7M0.03%
347SCHWAB STRATEGIC TR808524102308,543$6.6M0.03%
348SELECT SECTOR SPDR TR81369Y80332,054$6.6M0.03%
349VANGUARD BD INDEX FDS92193782784,490$6.6M0.03%
350VANGUARD STAR FDS921909768105,986$6.6M0.03%
351DIAGEO PLCDGEAF62,464$6.5M0.03%
352ALPS ETF TR00162Q452125,924$6.5M0.03%
353SPDR S&P 500 ETF TRSPY395,289$6.5M0.03%
354ISHARES TR46428717658,082$6.5M0.03%
355CONSTELLATION BRANDS INCSTZ34,928$6.4M0.03%
356BROADRIDGE FINL SOLUTIONS IN11133T10326,264$6.4M0.03%
357GAMING & LEISURE PPTYS INC36467J108124,332$6.3M0.03%
358INTERNATIONAL PAPER CO460146103118,315$6.3M0.03%
359TRI CONTL CORP895436103205,747$6.3M0.03%
360LOEWS CORPL68,370$6.3M0.03%
361VANGUARD SPECIALIZED FUNDS92190884432,313$6.3M0.03%
362FIDELITY COVINGTON TRUST31609250189,487$6.2M0.03%
363YUM BRANDS INCYUM39,261$6.2M0.03%
364ALTRIA GROUP INCMO102,913$6.2M0.03%
365MARTIN MARIETTA MATLS INC57328410612,909$6.2M0.03%
366DIMENSIONAL ETF TRUST25434V815217,248$6.1M0.03%
367GDL FD361570104741,325$6.1M0.03%
368BAKER HUGHES COMPANYBKR137,724$6.1M0.03%
369NOVARTIS AGNVSEF54,162$6.0M0.03%
370ALBEMARLE CORPALB-PA83,374$6.0M0.03%
371GE HEALTHCARE TECHNOLOGIES IGEHC73,730$6.0M0.03%
372GREENBRIER COS INC393657101116,144$5.9M0.03%
373BLACKROCK MUN TARGET TERM TRBLK280,185$5.9M0.03%
374JUNIPER NETWORKS INC48203R104163,553$5.9M0.03%
375XYLEM INCXYL49,238$5.9M0.03%
376ISHARES TR46432F38855,149$5.9M0.03%
377OREILLY AUTOMOTIVE INC67103H1074,102$5.9M0.03%
378CELANESE CORP DELCE103,432$5.9M0.03%
379DOW INCDOW165,521$5.8M0.03%
380THE CIGNA GROUP12552310017,566$5.8M0.03%
381PULTE GROUP INC74586710156,195$5.8M0.03%
382SPDR SER TR78464A87071,163$5.8M0.03%
383BLACKROCK ETF TRUST IIBLK109,785$5.8M0.03%
384TORO COTORO78,577$5.7M0.03%
385ON HLDG AGH5919C104129,466$5.7M0.03%
386ISHARES TR46428851371,640$5.7M0.03%
387MORGAN STANLEY ETF TRUSTMS-PQ113,192$5.6M0.03%
388L3HARRIS TECHNOLOGIES INCLHX26,552$5.6M0.03%
389DTF TAX-FREE INCOME 2028 TERDTF493,570$5.5M0.03%
390STATE STR CORPSTT-PG61,236$5.5M0.03%
391NORTHROP GRUMMAN CORPNOC10,705$5.5M0.03%
392TOTALENERGIES SETTE84,591$5.5M0.03%
393KIMCO RLTY CORP49446R109256,191$5.4M0.03%
394PROSHARES TR74349Y845213,118$5.4M0.03%
395KKR & CO INCKKRT47,023$5.4M0.03%
396BANK OZK LITTLE ROCK ARKOZKAP123,441$5.4M0.03%
397GODADDY INCGDDY29,479$5.3M0.03%
398WENDYS CO95058W100362,601$5.3M0.03%
399FRANKLIN TEMPLETON ETF TRFGDL143,463$5.3M0.03%
400HARBOR ETF TRUST41151J885196,903$5.2M0.03%
401ABERCROMBIE & FITCH COANF67,965$5.2M0.03%
402VANECK ETF TRUST92189H74897,981$5.2M0.03%
403CORTEVA INCCTVA82,153$5.2M0.03%
404NOVO-NORDISK A SNONOF74,182$5.2M0.03%
405TEXTRON INCTXT71,280$5.1M0.03%
406GENERAC HLDGS INCGNRC40,499$5.1M0.03%
407IQVIA HLDGS INCIQV28,774$5.1M0.03%
408FIRST SOLAR INCFSLR39,852$5.0M0.03%
409REALTY INCOME CORPO86,668$5.0M0.03%
410ISHARES TR464288117126,832$5.0M0.03%
411PIMCO DYNAMIC INCOME STRATEGPDX203,165$5.0M0.03%
412BLACKROCK ETF TRUST IIBLK219,470$5.0M0.03%
413ENERGY TRANSFER L PET-PI262,399$4.9M0.03%
414SPDR DOW JONES INDL AVERAGE78467X10911,576$4.9M0.03%
415BROOKFIELD CORP11271J10791,824$4.8M0.02%
416ISHARES TR46428857046,509$4.8M0.02%
417HEWLETT PACKARD ENTERPRISE CHPE-PC302,149$4.7M0.02%
418JABIL INCJBL34,055$4.6M0.02%
419AMERICAN ELEC PWR CO INC02553710142,182$4.6M0.02%
420ISHARES TR46434V61399,361$4.6M0.02%
421ENTERPRISE PRODS PARTNERS L293792107133,995$4.6M0.02%
422ISHARES TR46428749953,424$4.5M0.02%
423BOEING COBA-PA26,612$4.5M0.02%
424VANGUARD SCOTTSDALE FDS92206C66455,993$4.5M0.02%
425STRYKER CORPORATIONSYK11,948$4.4M0.02%
426ISHARES TR464288448142,400$4.4M0.02%
427REGENERON PHARMACEUTICALSREGN6,929$4.4M0.02%
428DOORDASH INCDASH23,942$4.4M0.02%
429PETROLEO BRASILEIRO SA PETRO71654V408301,196$4.3M0.02%
430FACTSET RESH SYS INC3030751059,485$4.3M0.02%
431MOSAIC CO NEWMOS158,841$4.3M0.02%
432ELECTRONIC ARTS INCEA29,596$4.3M0.02%
433ISHARES TR46428824076,834$4.3M0.02%
434ECOLAB INCECL16,699$4.2M0.02%
435PHILLIPS 66PSX33,927$4.2M0.02%
436CITIZENS FINL GROUP INCCIA101,792$4.2M0.02%
437VANECK ETF TRUST92189F64346,997$4.1M0.02%
438VERTEX PHARMACEUTICALS INCVRTX8,469$4.1M0.02%
439COTERRA ENERGY INCCTRA141,913$4.1M0.02%
440MPLX LPMPLXP76,535$4.1M0.02%
441UNITED PARCEL SERVICE INCUPS37,076$4.1M0.02%
442WISDOMTREE TRWT80,503$4.1M0.02%
443GENUINE PARTS COGPC33,710$4.0M0.02%
444OCCIDENTAL PETE CORP67459910580,301$4.0M0.02%
445INTUITIVE SURGICAL INCISRG7,847$3.9M0.02%
446SPOTIFY TECHNOLOGY S ASPOT7,045$3.9M0.02%
447COMFORT SYS USA INC19990810411,956$3.9M0.02%
448SYNCHRONY FINANCIALSYF-PB72,774$3.9M0.02%
449TAIWAN SEMICONDUCTOR MFG LTD87403910023,133$3.8M0.02%
450FIRST TR EXCHNG TRADED FD VI33740F888153,622$3.8M0.02%
451OMNICOM GROUP INCOMC45,830$3.8M0.02%
452MOLSON COORS BEVERAGE COTAP-A62,028$3.8M0.02%
453LUMENTUM HLDGS INCLITE60,386$3.8M0.02%
454BLACKROCK ENHANCED EQUITY DIBLK437,481$3.8M0.02%
455KEYCORP493267108234,316$3.7M0.02%
456DICKS SPORTING GOODS INC25339310218,553$3.7M0.02%
457ROYALTY PHARMA PLCRPRX119,761$3.7M0.02%
458SCHWAB STRATEGIC TR808524201168,380$3.7M0.02%
459EQUITY LIFESTYLE PPTYS INC29472R10855,705$3.7M0.02%
460CHORD ENERGY CORPORATIONCHRD32,924$3.7M0.02%
461CONSTELLATION ENERGY CORPCEG18,348$3.7M0.02%
462NUTRIEN LTDNTR74,456$3.7M0.02%
463CARVANA COCVNA17,670$3.7M0.02%
464GOODYEAR TIRE & RUBR CO382550101398,453$3.7M0.02%
465FLAHERTY & CRUMRINE DYNAMICDFP181,118$3.7M0.02%
466DIMENSIONAL ETF TRUST25434V708111,017$3.7M0.02%
467EDWARDS LIFESCIENCES CORPEW50,099$3.6M0.02%
468RITHM CAPITAL CORPRITM-PF312,543$3.6M0.02%
469BOSTON SCIENTIFIC CORPBSX35,066$3.5M0.02%
470HUBSPOT INCHUBS6,185$3.5M0.02%
471ISHARES TR46428760642,062$3.5M0.02%
472ISHARES TR46435GAA0144,080$3.5M0.02%
473SANOFISNYNF62,859$3.5M0.02%
474FRESH DEL MONTE PRODUCE INCFDP112,882$3.5M0.02%
475CRESCENT CAP BDC INC225655109202,873$3.5M0.02%
476CIVITAS RESOURCES INC17888H10396,844$3.4M0.02%
477FIRST TR SR FLTG RATE INCOME33733U108333,112$3.4M0.02%
478ISHARES TR46435G25071,627$3.4M0.02%
479EASTERN BANKSHARES INCEBC205,157$3.4M0.02%
480HARTFORD INSURANCE GROUP INCHIG-PG26,808$3.3M0.02%
481HP INCHPQ119,683$3.3M0.02%
482SMURFIT WESTROCK PLCSW73,120$3.3M0.02%
483COHU INCCOHU223,447$3.3M0.02%
484KULICKE & SOFFA INDS INC50124210199,482$3.3M0.02%
485US BANCORP DELUSB-PS77,258$3.3M0.02%
486TARGA RES CORPTRGP16,240$3.3M0.02%
487OVINTIV INCOVV75,682$3.2M0.02%
488CSX CORPCSX108,939$3.2M0.02%
489CROWN CASTLE INCCCI30,264$3.2M0.02%
490PIMCO ETF TR72201R83331,349$3.2M0.02%
491PILGRIMS PRIDE CORPPPC57,862$3.2M0.02%
492INSULET CORPPODD11,994$3.1M0.02%
493ISHARES TR46428766333,938$3.1M0.02%
494VANECK ETF TRUST92189H40961,190$3.1M0.02%
495BAXTER INTL INC07181310990,815$3.1M0.02%
496KLA CORPKLAC4,567$3.1M0.02%
497SPDR SER TR78464A35939,925$3.1M0.02%
498TKO GROUP HOLDINGS INCTKO19,770$3.0M0.02%
499FIDELITY COVINGTON TRUST31609230358,810$3.0M0.02%
500VULCAN MATLS CO92916010912,833$3.0M0.02%