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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

Venturi Wealth Management, LLC

Quarter ended Q2 2025 · Filed July 23, 2025 · Accession 0001666363-25-000006

Total Value
$2.02B
Positions
935
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1Vanguard Charlotte (FDS Total Intl BD Etf)92203J4072,571,650$127.3M6.48%
2iShares Inc Core (msci Emerging MKTS Etf)46434G1031,343,621$80.7M4.10%
3iShares Trust Core (msci EAFE Etf)46432F842889,110$74.2M3.78%
4iShares TR JP Mor Em (MK Etf)464288281728,301$67.5M3.43%
5Vanguard (intermediate Term Corporate Bond Etf)92206C870668,427$55.4M2.82%
6iShares TR Broad Usd (high)46435U8531,349,284$50.6M2.58%
7Vanguard Russell (2000 Etf)92206C664481,955$42.0M2.14%
8MicrosoftMSFT81,384$40.5M2.06%
9Capital Group (international Eq SHS)14021M1071,224,140$40.3M2.05%
10iShares Core (S&P US Value Etf)464287663414,161$39.2M1.99%
11Nvidia CorporationNVDA221,321$35.0M1.78%
12Vanguard Short Term (treasury Etf)92206C102557,123$32.7M1.67%
13Vanguard S&P 500 ETF92290836357,571$32.7M1.66%
14Apple IncAAPL121,351$24.9M1.27%
15SPDR Portfolio (emerging Markets Etf)78463X509582,371$24.9M1.27%
16Broadcom Inc ComAVGO89,991$24.8M1.26%
17Alphabet Inc Cap STKGOOG135,194$23.8M1.21%
18Meta Platforms IncMETA30,563$22.6M1.15%
19iShares Russell 2000 (etf)46428765598,352$21.2M1.08%
20Harbor ETF Trust (international Compounders Etf)41151J885715,572$20.9M1.07%
21iShares Russell 1000 Growth ETF46428761446,888$19.9M1.01%
22Capital GRP Fixed (incm ETF TR Municipal Income)14020Y201743,191$19.8M1.01%
23Apple IncAAPL95,057$19.5M0.99%
24Visa IncV54,897$19.5M0.99%
25iShares Inc MSCI (emerg MRKT)464286533293,874$18.5M0.94%
26Micron TechnologyMU149,357$18.4M0.94%
27Kla Corp Com NewKLAC20,177$18.1M0.92%
28Heico Corp New CL AHEI-A67,817$17.5M0.89%
29Texas Instruments88250810482,088$17.0M0.87%
30Wal-MartWMT173,540$17.0M0.86%
31United Rentals IncURI21,475$16.2M0.82%
32Progressive Corp Com74331510360,208$16.1M0.82%
33Qualcomm IncQCOM99,304$15.8M0.80%
34iShares MSCI EAFE (etf)464287465174,702$15.6M0.79%
35Abbvie Inc ComABBV83,670$15.5M0.79%
36Vanguard Intl Equity (index FDS FTSE Emr MKT Etf)922042858313,958$15.5M0.79%
37JPMorgan ChaseVYLD53,363$15.5M0.79%
38Eli Lilly & CoLLY19,533$15.2M0.77%
39iShares Core S&P (small-Cap E)464287804136,411$14.9M0.76%
40TJX Companies Inc872540109118,328$14.6M0.74%
41Select Sector SPDR (trust Technology Select Sector Usd Dis)81369Y80356,991$14.4M0.73%
42Home DepotHD39,261$14.4M0.73%
43RTX Corporation ComRTX95,448$13.9M0.71%
44Conocophillips ComCOP154,971$13.9M0.71%
45Mueller Industries624756102171,598$13.6M0.69%
46MicrosoftMSFT26,774$13.3M0.68%
47Danaher Corporation23585110264,538$12.7M0.65%
48American Centy ETF (TR Avantis US Small Cap Value)025072877138,401$12.6M0.64%
49Fiserv Inc Com STKFISV71,684$12.4M0.63%
50Amazon.com IncAMZN51,938$11.4M0.58%
51Nvidia CorporationNVDA69,406$11.0M0.56%
52Invesco S&P Smallcap Low Volatility ETFIVZ239,248$10.9M0.55%
53Meta Platforms IncMETA14,412$10.6M0.54%
54Atlas EnergyAESI778,215$10.4M0.53%
55ExxonMobilXOM88,545$9.5M0.49%
56SPDR S&P500 ETF (trust Trust Unit Depositary Receipt)SPY14,140$8.7M0.44%
57Alphabet Inc Cap STKGOOG48,318$8.5M0.43%
58Q2 Holdings IncQTWO86,332$8.1M0.41%
59Broadcom Inc ComAVGO29,064$8.0M0.41%
60Q2 Holdings IncQTWO82,857$7.8M0.39%
61SPDR Portfolio (developed World Ex-US Etf)78463X889176,566$7.1M0.36%
62iShares Core S&P 500 ETF46428720011,212$7.0M0.35%
63Amazon.com IncAMZN31,273$6.9M0.35%
64iShares Edge MSCI Intl Momentum FCTR ETF46434V449146,010$6.7M0.34%
65Wisdomtree TR Intl (qulty Div)WT162,890$6.5M0.33%
66iShares Latin America 40464287390241,238$6.3M0.32%
67Select Sector SPDR (TR Financial)81369Y605110,267$5.8M0.29%
68Consumer (discretionary Select Sector SPDR Fund)81369Y40726,389$5.7M0.29%
69Heico Corp New CL AHEI-A21,783$5.6M0.29%
70Wal-MartWMT55,444$5.4M0.28%
71Advanced MicroAMD36,603$5.2M0.26%
72Select Sector SPDR (TR Communication)81369Y85246,770$5.1M0.26%
73Chevron Corp.CVX34,823$5.0M0.25%
74Health Care Select (sector SPDR)81369Y20935,332$4.8M0.24%
75iShares TR Core (total Usd)46434V613102,057$4.7M0.24%
76JPMorgan ChaseVYLD14,293$4.1M0.21%
77Atlas EnergyAESI308,039$4.1M0.21%
78Applied Materials03822210522,047$4.0M0.21%
79Asml Holding NVASMLF5,001$4.0M0.20%
80Select Sector SPDR (TR Indl)81369Y70426,307$3.9M0.20%
81Mercadolibre Inc ComMELI1,472$3.8M0.20%
82Visa IncV10,769$3.8M0.19%
83Servicenow Inc ComNOW3,670$3.8M0.19%
84Vanguard Growth Index ETF9229087368,606$3.8M0.19%
85Tesla MotorsTSLA11,824$3.8M0.19%
86Berkshire HathawayBRK-A3,211$3.7M0.19%
87Vanguard Specialized (funds DIV App Etf)92190884418,255$3.7M0.19%
88Palo Alto NetworksPANW15,784$3.2M0.16%
89Consumer Staples (select Sector SPDR)81369Y30839,734$3.2M0.16%
90Capital Group (international Eq SHS)14021M10796,738$3.2M0.16%
91iShares TR MSCI USA (QLT FCT)46432F33917,064$3.1M0.16%
92Netflix IncNFLX2,286$3.1M0.16%
93iShares S&P 500 (growth Etf)46428730927,722$3.1M0.16%
94Philip Morris71817210916,020$2.9M0.15%
95UnitedHealth GroupUNH9,279$2.9M0.15%
96J P Morgan Exchange (traded FD Ultra SHT Muncpl)46641Q65455,093$2.8M0.14%
97Costco Wholesale22160K1052,744$2.7M0.14%
98iShares National (muni Bond Etf)46428841424,746$2.6M0.13%
99BlackRock ETF Trust (us EQT Factor)BLK46,538$2.5M0.13%
100Oracle CorpORCL-PD11,592$2.5M0.13%
101Taiwan Semiconductor87403910011,181$2.5M0.13%
102Robinhood MKTS Inc77070010226,851$2.5M0.13%
103Crowdstrike HLDGSCRWD4,932$2.5M0.13%
104SAP ADR Rep 1 OrdSAPGF8,219$2.5M0.13%
105Invesco QQQ TR Unit (ser 1)IVZ4,333$2.4M0.12%
106Taiwan Semiconductor87403910010,503$2.4M0.12%
107Eli Lilly & CoLLY3,038$2.4M0.12%
108Invesco Exchange (traded FD TR S&P MDCP Quality)IVZ23,802$2.3M0.12%
109South PlainsSPFI63,377$2.3M0.12%
110Amgen IncAMGN7,834$2.2M0.11%
111Home DepotHD5,939$2.2M0.11%
112Te Connectivity PLC FTEL12,699$2.1M0.11%
113SPDR S&P Midcap 400 (etf)MDY3,749$2.1M0.11%
114Marvell TechnologyMRVL27,288$2.1M0.11%
115VertexVRTX4,683$2.1M0.11%
116iShares S&P 500 (value Etf)46428740810,479$2.0M0.10%
117Harbor ETF Trust (international Compounders Etf)41151J88569,145$2.0M0.10%
118Grainger W W Inc Com3848021041,929$2.0M0.10%
119Netflix IncNFLX1,483$2.0M0.10%
120Global X FDS GLB X (MLP Enrg I)37954Y29331,314$2.0M0.10%
121Autodesk IncADSK6,312$2.0M0.10%
122Colgate-Palmolive CoCL21,275$1.9M0.10%
123Berkshire HathawayBRK-A3,905$1.9M0.10%
124Abbott LaboratoriesABLZF13,735$1.9M0.10%
125FS KKR Cap Corp ComFSK89,070$1.8M0.09%
126Utilities Select (sector SPDR Fund)81369Y88622,619$1.8M0.09%
127Intuit IncINTU2,329$1.8M0.09%
128iShares Core (aggressive Allocation Etf)46428985921,913$1.8M0.09%
129American Express CoAXP5,728$1.8M0.09%
130iShares TR EAFE (value Etf)46428887728,393$1.8M0.09%
131Johnson & JohnsonJNJ11,765$1.8M0.09%
132Linde PLC ComLIN3,788$1.8M0.09%
133Asml Holding NVASMLF2,196$1.8M0.09%
134Tesla MotorsTSLA5,482$1.7M0.09%
135ExxonMobilXOM15,966$1.7M0.09%
136Kinsale Cap Group49714P1083,549$1.7M0.09%
137Cisco SystemsCSCO24,598$1.7M0.09%
138American Express CoAXP5,285$1.7M0.09%
139Automatic DataADP5,424$1.7M0.09%
140Texas Instruments8825081047,994$1.7M0.08%
141Brookfield11271J10728,425$1.6M0.08%
142Novo Nordisk A/SNONOF23,626$1.6M0.08%
143iShares TR Expanded (tech)46428751514,811$1.6M0.08%
144Procter & Gamble74271810910,119$1.6M0.08%
145Astrazeneca ADR RepAZN22,723$1.6M0.08%
146Novartis AGNVSEF12,957$1.6M0.08%
147SalesforceCRM5,747$1.6M0.08%
148Procter & Gamble7427181099,804$1.6M0.08%
149iShares Russell 1000 Growth ETF4642876143,671$1.6M0.08%
150Lowes Companies Inc5486611076,984$1.5M0.08%
151Tractor Supply CoTSCO29,173$1.5M0.08%
152Analog Devices IncADI6,429$1.5M0.08%
153Intuit IncINTU1,935$1.5M0.08%
154MastercardMA2,696$1.5M0.08%
155IBMINTR5,123$1.5M0.08%
156MastercardMA2,664$1.5M0.08%
157Mckesson CorpMCK2,027$1.5M0.08%
158iShares Core S&P 500 ETF4642872002,368$1.5M0.07%
159BlackRock Funding, Inc. CMNBLK1,396$1.5M0.07%
160Vanguard Mega Cap (growth Index Fund)9219108164,000$1.5M0.07%
161Cisco SystemsCSCO20,925$1.5M0.07%
162Abbott LaboratoriesABLZF10,469$1.4M0.07%
163Nextera Energy IncNEE-PW20,343$1.4M0.07%
164Vistra Corp ComVST7,254$1.4M0.07%
165Philip Morris7181721097,676$1.4M0.07%
166Oracle CorpORCL-PD6,328$1.4M0.07%
167Lowes Companies Inc5486611076,132$1.4M0.07%
168Lam Research CorpLRCX13,968$1.4M0.07%
169Accenture PLCACN4,534$1.4M0.07%
170Factset Research3030751053,028$1.4M0.07%
171Spotify TechnologySPOT1,750$1.3M0.07%
172Cummins IncCMI4,099$1.3M0.07%
173Cintas CorpCTAS5,979$1.3M0.07%
174Atmos Energy CorpATO8,617$1.3M0.07%
175Goldman Sachs GroupGSCE1,847$1.3M0.07%
176Reliance Inc Com NPVRS4,030$1.3M0.06%
177Johnson & JohnsonJNJ8,261$1.3M0.06%
178McDonaldsMCD4,309$1.3M0.06%
179Vanguard Russell (2000 Etf)92206C66414,334$1.3M0.06%
180Cintas CorpCTAS5,609$1.3M0.06%
181Relx PLC Spon AdsRLXXF22,336$1.2M0.06%
182VerizonVZ28,006$1.2M0.06%
183Amphenol Corp Class03209510112,249$1.2M0.06%
184Starbucks Corp ComSBUX13,137$1.2M0.06%
185iShares TR EAFE (GRWTH Etf)46428888510,716$1.2M0.06%
186Hca Healthcare IncHCA3,116$1.2M0.06%
187PalantirPLTR8,741$1.2M0.06%
188Comcast CorpCCZ32,949$1.2M0.06%
189Coca-ColaKO16,614$1.2M0.06%
190Vanguard Index FDS (vanguard Total STK MKT Etf)9229087693,808$1.2M0.06%
191Deutsche Bank AGD1819089839,357$1.2M0.06%
192Paychex Inc ComPAYX7,918$1.2M0.06%
193Pulte Group Inc Com74586710110,814$1.1M0.06%
194Capital One14040H1055,345$1.1M0.06%
195Arch Capital GroupG0450A10512,453$1.1M0.06%
196Abbvie Inc ComABBV6,095$1.1M0.06%
197SPDR Portfolio S&P (600 Small Cap Etf)78468R85326,553$1.1M0.06%
198Select Sector SPDR (TR Energy)81369Y50613,294$1.1M0.06%
199iShares TR 10-20 YR (TRS Etf)46428865311,033$1.1M0.06%
200Natwest Group PLCRBSPF79,187$1.1M0.06%
201CaterpillarCAT2,878$1.1M0.06%
202L3harrisLHX4,431$1.1M0.06%
203Sysco CorpSYY14,603$1.1M0.06%
204Vanguard Mega Cap (index Fund)9219108734,875$1.1M0.06%
205SPDR Portfolio (emerging Markets Etf)78463X50925,560$1.1M0.06%
206SalesforceCRM3,996$1.1M0.06%
207Williams Cos Inc Com96945710017,282$1.1M0.06%
208Marsh &mclennan5717481024,937$1.1M0.05%
209Applied Materials0382221055,834$1.1M0.05%
210iShares TR Rus Mid (cap Etf)46428749911,560$1.1M0.05%
211Williams-Sonoma IncWSM6,467$1.1M0.05%
212Amphenol Corp Class03209510110,678$1.1M0.05%
213iShares Trust DJ US (technology)4642877216,064$1.1M0.05%
214Shopify Inc Com NPVSHOP8,990$1.0M0.05%
215Illinois Tool Works4523081094,180$1.0M0.05%
216Cencora Inc ComCOR3,439$1.0M0.05%
217Roper TechnologiesROP1,814$1.0M0.05%
218Comfort Systems USA1999081041,887$1.0M0.05%
219Amgen IncAMGN3,615$1.0M0.05%
220Qualcomm IncQCOM6,334$1.0M0.05%
221iShares MSCI Emr MRK (ex Chna)46434G76415,973$1.0M0.05%
222Fastenal Com STKFAST23,962$1.0M0.05%
223Globe Life Inc ComGL-PD8,051$1.0M0.05%
224Servicenow Inc ComNOW965$992,0970.05%
225Markel Group Inc ComMKL496$990,6910.05%
226Total Energies SeTTE16,064$986,1880.05%
227iShares TR Rus Mid (cap Etf)46428749910,720$985,9180.05%
228iShares TR MBS ETF46428858810,461$982,2180.05%
229Arista Networks IncANET9,534$975,4240.05%
230Target CorpTGT9,878$974,4280.05%
231SPDR Gold TR Gold (SHS)GLD3,162$963,9920.05%
232General Mills Inc37033410418,424$954,5470.05%
233Costco Wholesale22160K105960$950,2400.05%
234Morgan Stanley ComMS-PQ6,741$949,5410.05%
235CDW Corp Com Usd0.01CDW5,286$944,0520.05%
236S&P Global Inc ComSPGI1,780$938,6060.05%
237iShares Russell 2000 (etf)4642876554,340$936,5290.05%
238Walt Disney2546871067,453$924,2590.05%
239Main STR Cap Corp (com)56035L10415,583$920,9550.05%
240Bank America Corp06050510419,134$905,4210.05%
241Kla Corp Com NewKLAC1,008$902,5220.05%
242Hca Healthcare IncHCA2,347$899,1360.05%
243Vanguard Intl Equity (index FDS FTSE Emr MKT Etf)92204285818,026$891,5800.05%
244Amdocs LTD OrdDOX9,745$889,1040.05%
245United Rentals IncURI1,166$878,4640.04%
246Armstrong World Inds04247X1025,393$876,0470.04%
247Aflac Inc ComAFL8,303$875,5910.04%
248Boeing CoBA-PA4,149$869,3400.04%
249NXP SemiconductorsNXPI3,937$860,2130.04%
250iShares Gold TR (ishares New Isin #us4642852044 Sedol #BKP74N6)IAU13,721$855,6420.04%
251Sherwin-Williams CoSHW2,489$854,6230.04%
252iShares TR MSCI USA (mmentm)46432F3963,542$851,2180.04%
253UnitedHealth GroupUNH2,711$845,6760.04%
254Vanguard Growth Index ETF9229087361,927$844,6980.04%
255Vanguard S&P 500 ETF9229083631,480$840,5450.04%
256BWX Technologies IncBWXT5,830$839,8700.04%
257Progressive Corp Com7433151033,138$837,4070.04%
258Valmont Industries9202531012,562$836,6760.04%
259Aon PLC SHS CL AAON2,344$836,2690.04%
260United ParcelUPS8,253$833,0470.04%
261LogitechH504302329,229$831,8400.04%
262United ParcelUPS8,230$830,7360.04%
263RTX Corporation ComRTX5,673$828,3710.04%
264iShares S&P 100 (index Fund)4642871012,713$825,5780.04%
265Hubspot IncHUBS1,482$824,9260.04%
266Freeport-McMoran IncFCX19,000$823,6430.04%
267Sea Limited Ads EachSE5,147$823,2110.04%
268Zoetis IncZTS5,238$816,8780.04%
269Citigroup IncC-PR9,579$815,3330.04%
270Micron TechnologyMU6,583$811,3550.04%
271Berkley W R Corp ComWRB-PH11,030$810,3740.04%
272SPDR Portfolio S&P (500 Growth Etf)78464A4098,471$807,4560.04%
273Simplify Exchange (traded Funds Simplify MBS Etf)82889N52515,974$800,1380.04%
274Gartner Inc ComIT1,968$795,5050.04%
275RPM International7496851037,238$795,0750.04%
2763MMMM5,148$783,6910.04%
277Autozone Inc ComAZO210$779,5680.04%
278Emerson Electric CoEMR5,839$778,5140.04%
279Shopify Inc Com NPVSHOP6,728$776,0750.04%
280iShares TR 0-3 MNTH (treasry)46436E7187,687$774,0390.04%
281iShares Russell 1000 (index Fund)4642876222,271$771,1630.04%
282Nuveen Municipal (value Fund Inc)NU87,192$757,7020.04%
283Union Pac Corp ComUNP3,291$757,1930.04%
284iShares Core S&P (mid-Cap Etf)46428750712,205$756,9540.04%
285Johnson ControlsG515021057,129$752,9650.04%
286Williams-Sonoma IncWSM4,568$746,3480.04%
287Synopsys IncSNPS1,442$739,2850.04%
288iShares Select (dividend Etf)4642871685,506$731,2520.04%
289West Pharmaceutical9553061053,332$729,0550.04%
290Stryker CorporationSYK1,835$725,9810.04%
291BlackRock ETF Trust (us Carbon Transition Readiness Etf)BLK10,756$723,5780.04%
292CBOE Global Markets12503M1083,100$722,9510.04%
293Vanguard Developed (markets Index Fund Etf)92194385812,529$714,2810.04%
294Coterra Energy IncCTRA28,098$713,1270.04%
295DR Horton Inc Com23331A1095,523$712,0170.04%
296Vanguard World FD (inf Tech Etf)92204A7021,059$702,5830.04%
297Costar Group IncCSGP8,731$701,9720.04%
298BlackRock ETF Trust (ii Flexible Income)BLK13,247$699,9830.04%
299Southern CoSOMN7,621$699,8360.04%
300Snowflake Inc CL ASNOW3,117$697,4910.04%
301American Centy ETF (TR Avantis US Small Cap Value)0250728777,638$695,7930.04%
302FerrariRACE1,409$691,4250.04%
303Pulte Group Inc Com7458671016,547$690,4470.04%
304Southern CoSOMN7,504$689,0920.04%
305iShares Gold TR (ishares New Isin #us4642852044 Sedol #BKP74N6)IAU11,001$686,0050.03%
306Centerpoint EnergyCNP18,497$679,5800.03%
307Moodys Corp ComMCO1,354$679,1530.03%
308iShares TR MSCI EAFE (min VL)46429B6898,031$675,0860.03%
309Linde PLC ComLIN1,435$673,3610.03%
310Pinterest Inc CL APINS18,490$663,0510.03%
311Rollins IncROL11,681$659,0420.03%
312Heico Corp New ComHEI-A2,000$656,0000.03%
313Vanguard Index FDS (vanguard Value ETF Formerly Vanguard)9229087443,711$655,8680.03%
314iShares Inc MSCI (emerg MRKT)46428653310,424$654,6270.03%
315Nisource Inc ComNI16,205$653,7100.03%
316iShares TR Core MSCI (total)46432F8348,362$646,4900.03%
317IBMINTR2,189$645,2730.03%
318Parker-Hannifin CorpPH920$642,5920.03%
319Bank America Corp06050510413,564$641,8520.03%
320Birkenstock HoldingBIRK13,046$641,6020.03%
321Honeywell4385161062,750$640,4200.03%
322Old Republic68022310416,633$639,3730.03%
323Interpublic GroupINTR25,904$634,1230.03%
324Canadian Natl RY Co1363751026,089$633,5000.03%
325iShares TR Esg Awr (us Agrgt)46435U54913,284$631,5210.03%
326Mckesson CorpMCK852$624,3290.03%
327Zebra TechnologiesZBRA2,020$622,8870.03%
328Axon Enterprise IncAXON750$620,9550.03%
329Automatic DataADP1,977$609,8220.03%
330Sherwin-Williams CoSHW1,773$608,7770.03%
331iShares Trust Esg (advanced MSCI USA Etf)46436E76711,232$605,7420.03%
332Wisdomtree TR (floatng Rat Trea)WT12,018$604,6120.03%
333Broadridge Financial11133T1032,476$601,7420.03%
334Merck &co. Inc ComMRK7,550$597,6580.03%
335Select Sector SPDR (TR RL Est Sel Sec)81369Y86014,427$597,5790.03%
336Arista Networks IncANET5,837$597,1830.03%
337PalantirPLTR4,371$595,8550.03%
338TeledyneTDY1,162$595,3040.03%
339Intuitive SurgicalISRG1,091$592,8600.03%
340Eaton CorporationETN1,660$592,6030.03%
341BlackRock Funding, Inc. CMNBLK563$591,1680.03%
342TJX Companies Inc8725401094,787$591,1470.03%
343Idexx Laboratories45168D1041,100$589,9740.03%
344Flex LTD Com Usd0.01FLEX11,773$587,7080.03%
345Brown & Brown IncBRO5,267$583,9520.03%
346Corpay Inc Com SHSCPAY1,758$583,3400.03%
347Sempra ComSREA7,674$581,4510.03%
348Monster BeverageMNST9,101$570,0870.03%
349SPDR Ser TR S&P (divid Etf)78464A7634,198$569,7950.03%
350Banco Santander SA ADRBCDRF68,145$565,6040.03%
351iShares TR MSCI USA (min Vol)46429B6976,002$563,4080.03%
352Banco Bilbao VizcayaBBVXF36,610$562,6960.03%
353Accenture PLCACN1,879$561,5020.03%
354Hess Midstream LP CLHESM14,524$559,3340.03%
355LPL Financial50212V1001,489$558,3300.03%
356Mueller Industries6247561027,024$558,1970.03%
357iShares TR Esg Awre (usd Etf)46435G19323,943$556,1960.03%
358Boston ScientificBSX5,171$555,4170.03%
359Xylem Inc ComXYL4,292$555,2130.03%
360CDW Corp Com Usd0.01CDW3,096$552,9150.03%
361Wec Energy Group IncWEC5,303$552,5420.03%
362iShares TR 20 YR TR (BD Etf)4642874326,250$551,5650.03%
363Goldman Sachs GroupGSCE770$544,9680.03%
364British American11044810711,463$542,5330.03%
365Royal Caribbean CruisesV7780T1031,729$541,4190.03%
366Intercontinental45866F1042,938$539,0350.03%
367iShares TR MSCI (KLD400 Soc)4642885704,585$532,5940.03%
368VertexVRTX1,188$528,8980.03%
369Chubb Limited ComCB1,825$528,7390.03%
370Phillips 66PSX4,422$527,5260.03%
371Blackstone IncBX3,520$526,5220.03%
372Chevron Corp.CVX3,666$524,9250.03%
373Waters Corp9418481031,500$523,5600.03%
374National Grid SponNMPWP6,992$520,2750.03%
375Pinnacle Financial72346Q1044,711$520,1420.03%
376GE Aerospace Com New3696043012,016$518,8980.03%
377Booking Holdings IncBKNG89$515,2420.03%
378Duke Energy Corp NewDUKB4,350$513,3000.03%
379Consolidated EdisonED5,049$506,6670.03%
380Marsh &mclennan5717481022,306$504,1390.03%
381Vanguard Large-Cap (index Fund)9229086371,765$503,5550.03%
382Anheuser-Busch InbevBUDFF7,327$503,5250.03%
383Dte Energy CoDTK3,801$503,4800.03%
384Materials Select (sector SPDR)81369Y1005,711$501,4670.03%
385Conocophillips ComCOP5,575$500,3000.03%
386Dollar Gen Corp New2566771054,350$497,5530.03%
387Xcel Energy Inc ComXELLL7,287$496,2450.03%
388Citigroup IncC-PR5,824$495,7390.03%
389Cohen & Steers IncCNS6,565$494,6730.03%
390SPDR S&P500 ETF (trust Trust Unit Depositary Receipt)SPY798$492,8370.03%
391Paccar Inc ComPCAR5,183$492,6960.03%
392Tko Group Holdings Incorporated Class ATKO2,704$491,9930.03%
393Hubbell Inc ComHUBB1,200$490,0920.02%
394Stifel Financial8606301024,683$486,0020.02%
395Corteva Inc ComCTVA6,471$482,2840.02%
396iShares Core (growth Allocation Etf)4642898677,820$481,4960.02%
397Oneok Inc ComOKE5,890$480,8150.02%
398Thor Industries Inc8851601015,378$477,6200.02%
399AT&TT-PC16,180$468,2490.02%
400Raymond James Finl7547301093,053$468,2390.02%
401McDonaldsMCD1,596$466,3010.02%
402PG&E Corp Com NPVPCG-PX33,374$465,2340.02%
403Vanguard Small-Cap (index Fund)9229087511,960$464,5960.02%
404Insulet CorpPODD1,474$463,1010.02%
405Ares ManagementARES-PB2,661$460,8850.02%
406MKS Instrs Inc ComMKSI4,559$452,9820.02%
407Darden RestaurantsDRI2,069$450,9800.02%
408Constellation EnergyCEG1,395$450,2500.02%
409Waste ConnectionsWCN2,387$445,7010.02%
410Fiserv Inc Com STKFISV2,572$443,4390.02%
411Katapult HoldingsKPLTW55,174$441,9440.02%
412Ryanair Holdings PLCRYAOF7,641$440,6560.02%
413Danaher Corporation2358511022,226$439,7240.02%
414Zscaler Inc ComZS1,400$439,5160.02%
415Invesco Exchange (traded FD TR S&P500 Eql WGT)IVZ2,397$435,5410.02%
416Canadian Pac KansCP5,489$435,1130.02%
417Truist Finl Corp Com89832Q10910,060$432,4790.02%
418Steris PLC OrdSTE1,800$432,3960.02%
419iShares Select (dividend Etf)4642871683,239$430,1720.02%
420Allegion PLC Ord SHSALLE2,972$428,3250.02%
421Mondelez Intl Inc6092071056,327$426,6960.02%
422Reinsurance GRP Of7593516042,144$425,2840.02%
423Western AllianceWAL-PA5,406$421,5600.02%
424Morgan Stanley ComMS-PQ2,964$417,4800.02%
425PPL Corp Com Usd0.01PPLC12,141$411,4540.02%
426VerizonVZ9,297$402,2810.02%
427BP PLC Sponsored ADRBPPFF13,439$402,2290.02%
428Southern Copper CorpSCCO3,966$401,2400.02%
429Uber TechnologiesUBER4,292$400,4440.02%
430Liberty Media CorpFWONB3,820$399,1900.02%
431Boston ScientificBSX3,695$396,8800.02%
432SPDR Nuveen (bloomberg Municipal Bond Etf)78468R7218,863$395,9040.02%
433Vanguard Small-Cap (growth Index Fund)9229085951,429$395,7470.02%
434iShares Trust (currency Hedged MSCI EAFE Etf)46434V80310,407$395,0500.02%
435Aon PLC SHS CL AAON1,107$395,0470.02%
436GE Aerospace Com New3696043011,532$394,3460.02%
437Packaging Corp Of6951561092,079$391,7880.02%
438First Citizens31946M103200$391,2940.02%
439Copart Inc ComCPRT7,970$391,0880.02%
440GE Vernova Inc ComGEV739$391,0430.02%
441Wells Fargo Co New9497461014,878$390,8250.02%
442Interactive Brokers45841N1077,036$389,8650.02%
443Howmet Aerospace IncHWM2,093$389,5700.02%
444Icici Bank LimitedIBN11,535$388,0370.02%
445Janus Detroit STR TR (henderson MTG)47103U8528,590$386,9800.02%
446US BancorpUSB-PS8,474$383,4490.02%
447Carlisle Companies1423391001,025$382,7350.02%
448Intuitive SurgicalISRG704$382,5610.02%
449White MTNS Ins GroupG9618E107213$382,4880.02%
450SPX Technologies IncSPXC2,275$381,4720.02%
451Interactive Brokers45841N1076,883$381,4040.02%
452Labcorp Holdings IncLH1,449$380,3770.02%
453iShares Core S&P (mid-Cap Etf)4642875076,058$375,7170.02%
454Cbre Group Inc ComCBRE2,675$374,8210.02%
455Mercadolibre Inc ComMELI143$373,7490.02%
456iShares TR Esg Aware (msci USA Etf)46435G4252,751$372,2100.02%
457Sony GroupSNEJF14,133$367,8820.02%
458Select Sector SPDR (trust Technology Select Sector Usd Dis)81369Y8031,439$364,3980.02%
459iShares TR (exponential Tech)46434V3815,547$361,9660.02%
460Ross Stores IncROST2,809$358,3720.02%
461Capital GRP Fixed (incm ETF TR Municipal Income)14020Y20113,378$357,0590.02%
462Fidelity MSCI Real (estate Index Etf)31609285713,066$353,3050.02%
463Blue Owl Capital (corporation Com Usd0.01)OWL24,600$352,7640.02%
464Doximity Incorporated Class ADOCS5,746$352,4600.02%
465Coupang Inc CL ACPNG11,706$350,7120.02%
466Axos Financial IncAX4,600$349,7840.02%
467Nutanix Inc CL ANTNX4,567$349,1010.02%
468Wisdomtree TR (us Small Cap Quality Divid Growth FD)WT7,459$347,2000.02%
469Cyberark SoftwareM2682V108850$345,8480.02%
470Canadian Pac KansCP4,326$342,9220.02%
471iShares Trust Core (msci EAFE Etf)46432F8424,092$341,6280.02%
472Air Products AndAIIR1,210$341,2930.02%
473Beigene LTD Spon AdsBEIGF1,405$340,1080.02%
474Altria Group IncMO5,788$339,3500.02%
475CaterpillarCAT874$339,1460.02%
476The Trade Desk Inc88339J1054,700$338,3530.02%
477Climb GlobalCLMB3,162$338,0490.02%
478Tfi International87241L1093,762$337,3390.02%
479GE Vernova Inc ComGEV637$337,0690.02%
480UBS Group AGUBS9,947$336,4080.02%
481Liberty BroadbandLBRDP3,379$332,4260.02%
482Gilead Sciences IncGILD2,991$331,6120.02%
483Lockheed Martin CorpLMT714$330,6820.02%
484Zoetis IncZTS2,115$329,8340.02%
485Centrus Energy CorpLEU1,800$329,7240.02%
486Metlife Inc ComMET-PF4,100$329,7220.02%
487Pepsico IncPEP2,489$328,6480.02%
488Vanguard Mid-Cap (index Fund)9229086291,172$328,0420.02%
489MSCI IncMSCI567$327,0120.02%
490Carrier GlobalCARR4,458$326,2810.02%
491S&P Global Inc ComSPGI616$325,0160.02%
492TG Therapeutics IncorporatedTGTX9,000$323,9100.02%
493Honeywell4385161061,388$323,2370.02%
494Lockheed Martin CorpLMT693$320,9560.02%
495Fox Corp CL A ComFOX5,716$320,3250.02%
496Reliance Inc Com NPVRS1,012$317,6670.02%
497Thermo FisherTMO777$315,0420.02%
498Kinder Morgan IncEP-PC10,696$314,4490.02%
499Nike Inc Class B ComNKE4,414$313,5710.02%
500Liberty Media CorpFWONB3,000$313,5000.02%