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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 Q3 2025 · Filed October 23, 2025 · Accession 0001666363-25-000008

Total Value
$2.15B
Positions
950
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1iShares Inc Core (msci Emerging MKTS Etf)46434G1032,406,880$158.7M7.60%
2Vanguard S&P 500 ETF922908363249,393$152.7M7.32%
3Vanguard Growth Index ETF922908736287,059$137.7M6.60%
4iShares Trust Core (msci EAFE Etf)46432F8421,257,772$109.8M5.26%
5Vanguard Russell (2000 Etf)92206C664462,411$45.2M2.17%
6Capital Group (international Eq SHS)14021M1071,277,933$43.1M2.07%
7MicrosoftMSFT79,164$41.0M1.97%
8Nvidia CorporationNVDA211,216$39.4M1.89%
9Alphabet Inc Cap STKGOOG134,358$32.7M1.57%
10Apple IncAAPL120,382$30.7M1.47%
11SPDR Portfolio (emerging Markets Etf)78463X509613,387$28.7M1.38%
12Broadcom Inc ComAVGO84,883$28.0M1.34%
13Capital GRP Fixed (incm ETF TR Municipal Income)14020Y2011,020,382$27.8M1.33%
14American Centy ETF (TR Avantis US Small Cap Value)025072877261,295$26.0M1.25%
15iShares Russell 2000 (etf)464287655103,271$25.0M1.20%
16Apple IncAAPL97,178$24.7M1.19%
17Micron TechnologyMU141,779$23.7M1.14%
18iShares Core (S&P US Value Etf)464287663231,580$23.1M1.11%
19Meta Platforms IncMETA30,569$22.4M1.08%
20Harbor ETF Trust (international Compounders Etf)41151J885758,038$22.4M1.07%
21American Centy ETF (TR Avantis Emgmkt)025072604283,139$21.3M1.02%
22Kla Corp Com NewKLAC19,540$21.1M1.01%
23United Rentals IncURI20,582$19.6M0.94%
24Abbvie Inc ComABBV82,150$19.0M0.91%
25Visa IncV55,554$19.0M0.91%
26Select Sector SPDR (trust Technology Select Sector Usd Dis)81369Y80365,620$18.5M0.89%
27Wal-MartWMT171,886$17.7M0.85%
28Mueller Industries624756102171,571$17.3M0.83%
29Heico Corp New CL AHEI-A67,693$17.2M0.82%
30TJX Companies Inc872540109118,647$17.1M0.82%
31Qualcomm IncQCOM102,866$17.1M0.82%
32JPMorgan ChaseVYLD53,963$17.0M0.82%
33iShares MSCI EAFE (etf)464287465178,234$16.6M0.80%
34Vanguard Intl Equity (index FDS FTSE Emr MKT Etf)922042858303,572$16.4M0.79%
35RTX Corporation ComRTX96,386$16.1M0.77%
36Home DepotHD39,716$16.1M0.77%
37Progressive Corp Com74331510363,017$15.6M0.75%
38Texas Instruments88250810483,852$15.4M0.74%
39Eli Lilly & CoLLY19,967$15.2M0.73%
40Conocophillips ComCOP157,352$14.9M0.71%
41MicrosoftMSFT28,709$14.9M0.71%
42Nvidia CorporationNVDA76,465$14.3M0.68%
43Danaher Corporation23585110270,438$14.0M0.67%
44Alphabet Inc Cap STKGOOG50,710$12.3M0.59%
45Fiserv Inc Com STKFISV90,284$11.6M0.56%
46Meta Platforms IncMETA15,343$11.3M0.54%
47Amazon.com IncAMZN51,208$11.2M0.54%
48Broadcom Inc ComAVGO30,201$10.0M0.48%
49iShares Core S&P 500 ETF46428720014,425$9.7M0.46%
50SPDR S&P500 ETF (trust Trust Unit Depositary Receipt)SPY14,488$9.7M0.46%
51ExxonMobilXOM84,901$9.6M0.46%
52Select Sector SPDR (TR Financial)81369Y605167,878$9.0M0.43%
53Atlas EnergyAESI778,215$8.8M0.42%
54SPDR Bloomberg 1-3 (month T-Bill Etf)78468R66385,965$7.9M0.38%
55SPDR Portfolio (developed World Ex-US Etf)78463X889176,445$7.6M0.36%
56Amazon.com IncAMZN34,097$7.5M0.36%
57iShares Latin America 40464287390252,997$7.3M0.35%
58iShares Edge MSCI Intl Momentum FCTR ETF46434V449147,424$7.1M0.34%
59Wisdomtree TR Intl (qulty Div)WT164,890$6.6M0.32%
60iShares TR MSCI Acwi (etf)46428825746,765$6.5M0.31%
61Wal-MartWMT57,805$6.0M0.29%
62Chevron Corp.CVX37,396$5.8M0.28%
63Select Sector SPDR (TR Communication)81369Y85248,584$5.8M0.28%
64Tesla MotorsTSLA12,620$5.6M0.27%
65Q2 Holdings IncQTWO77,287$5.6M0.27%
66Consumer (discretionary Select Sector SPDR Fund)81369Y40723,175$5.6M0.27%
67Heico Corp New CL AHEI-A21,770$5.5M0.27%
68iShares TR Core (total Usd)46434V613115,145$5.4M0.26%
69Health Care Select (sector SPDR)81369Y20937,177$5.2M0.25%
70JPMorgan ChaseVYLD15,211$4.8M0.23%
71Q2 Holdings IncQTWO65,085$4.7M0.23%
72UnitedHealth GroupUNH13,344$4.6M0.22%
73Capital Group (international Eq SHS)14021M107122,006$4.1M0.20%
74Advanced MicroAMD25,085$4.1M0.19%
75Applied Materials03822210519,341$4.0M0.19%
76Berkshire HathawayBRK-A3,177$3.9M0.18%
77Mercadolibre Inc ComMELI1,648$3.9M0.18%
78Visa IncV11,155$3.8M0.18%
79J P Morgan Exchange (traded FD Ultra SHT Muncpl)46641Q65474,411$3.8M0.18%
80Vanguard Specialized (funds DIV App Etf)92190884417,379$3.8M0.18%
81iShares S&P 500 (growth Etf)46428730931,006$3.7M0.18%
82iShares TR MSCI USA (QLT FCT)46432F33919,019$3.7M0.18%
83Palo Alto NetworksPANW18,097$3.7M0.18%
84Atlas EnergyAESI308,039$3.5M0.17%
85Oracle CorpORCL-PD12,285$3.5M0.17%
86iShares National (muni Bond Etf)46428841430,908$3.3M0.16%
87Taiwan Semiconductor87403910011,743$3.3M0.16%
88BlackRock ETF Trust (us EQT Factor)BLK52,555$3.1M0.15%
89Tesla MotorsTSLA6,811$3.0M0.15%
90Servicenow Inc ComNOW3,284$3.0M0.14%
91Invesco Exchange (traded FD TR S&P MDCP Quality)IVZ28,682$3.0M0.14%
92Taiwan Semiconductor87403910010,510$2.9M0.14%
93Netflix IncNFLX2,412$2.9M0.14%
94Marvell TechnologyMRVL33,878$2.8M0.14%
95iShares Core S&P (small-Cap E)46428780422,229$2.6M0.13%
96Invesco QQQ TR Unit (ser 1)IVZ4,321$2.6M0.12%
97Home DepotHD6,348$2.6M0.12%
98iShares Core S&P (total US Stock Market Etf)46428715017,422$2.5M0.12%
99iShares S&P 500 (value Etf)46428740812,078$2.5M0.12%
100Philip Morris71817210915,144$2.5M0.12%
101Select Sector SPDR (TR Indl)81369Y70415,721$2.4M0.12%
102Crowdstrike HLDGSCRWD4,934$2.4M0.12%
103Johnson & JohnsonJNJ12,893$2.4M0.11%
104Eli Lilly & CoLLY3,111$2.4M0.11%
105South PlainsSPFI60,964$2.4M0.11%
106iShares TR Expanded (tech)46428751520,273$2.3M0.11%
107Te Connectivity PLC FTEL10,365$2.3M0.11%
108Costco Wholesale22160K1052,456$2.3M0.11%
109Consumer Staples (select Sector SPDR)81369Y30828,790$2.3M0.11%
110SPDR S&P Midcap 400 (etf)MDY3,749$2.2M0.11%
111Amgen IncAMGN7,855$2.2M0.11%
112Asml Holding NVASMLF2,271$2.2M0.11%
113Berkshire HathawayBRK-A4,320$2.2M0.10%
114iShares TR EAFE (value Etf)46428887731,933$2.2M0.10%
115SAP ADR Rep 1 OrdSAPGF8,102$2.2M0.10%
116Advanced MicroAMD13,006$2.1M0.10%
117ExxonMobilXOM17,623$2.0M0.10%
118Autodesk IncADSK6,235$2.0M0.09%
119Vanguard Russell (2000 Etf)92206C66419,601$1.9M0.09%
120Global X FDS GLB X (MLP Enrg I)37954Y29330,244$1.9M0.09%
121Oracle CorpORCL-PD6,610$1.9M0.09%
122Lowes Companies Inc5486611077,354$1.8M0.09%
123VertexVRTX4,683$1.8M0.09%
124American Express CoAXP5,507$1.8M0.09%
125Brookfield11271J10728,532$1.8M0.09%
126Astrazeneca ADR RepAZN23,013$1.8M0.08%
127Utilities Select (sector SPDR Fund)81369Y88620,173$1.8M0.08%
128iShares Core (aggressive Allocation Etf)46428985919,790$1.7M0.08%
129American Express CoAXP5,249$1.7M0.08%
130Netflix IncNFLX1,453$1.7M0.08%
131Novartis AGNVSEF13,568$1.7M0.08%
132iShares Russell 1000 Growth ETF4642876143,669$1.7M0.08%
133Procter & Gamble74271810910,964$1.7M0.08%
134Abbvie Inc ComABBV7,243$1.7M0.08%
135Asml Holding NVASMLF1,724$1.7M0.08%
136Moodys Corp ComMCO3,486$1.7M0.08%
137Grainger W W Inc Com3848021041,712$1.6M0.08%
138PalantirPLTR8,741$1.6M0.08%
139Robinhood MKTS Inc77070010210,988$1.6M0.08%
140Cisco SystemsCSCO22,767$1.6M0.07%
141Novo Nordisk A/SNONOF28,056$1.6M0.07%
142MastercardMA2,699$1.5M0.07%
143iShares Russell 2000 (etf)4642876556,344$1.5M0.07%
144Abbott LaboratoriesABLZF11,396$1.5M0.07%
145Texas Instruments8825081048,185$1.5M0.07%
146iShares Core S&P 500 ETF4642872002,238$1.5M0.07%
147SPDR Gold TR Gold (SHS)GLD4,199$1.5M0.07%
148Vanguard Growth Index ETF9229087363,099$1.5M0.07%
149Linde PLC ComLIN3,123$1.5M0.07%
150Select Sector SPDR (TR Energy)81369Y50616,592$1.5M0.07%
151Abbott LaboratoriesABLZF10,984$1.5M0.07%
152Colgate-Palmolive CoCL18,237$1.5M0.07%
153Arista Networks IncANET9,538$1.4M0.07%
154iShares TR EAFE (GRWTH Etf)46428888512,163$1.4M0.07%
155L3harrisLHX4,431$1.4M0.06%
156Cummins IncCMI3,195$1.3M0.06%
157Vanguard Intl Equity (index FDS FTSE Emr MKT Etf)92204285824,716$1.3M0.06%
158Shopify Inc Com NPVSHOP9,003$1.3M0.06%
159Amphenol Corp Class03209510110,782$1.3M0.06%
160iShares Trust DJ US (technology)4642877216,804$1.3M0.06%
161FS KKR Cap Corp ComFSK89,149$1.3M0.06%
162Williams-Sonoma IncWSM6,801$1.3M0.06%
163iShares TR 10-20 YR (TRS Etf)46428865312,723$1.3M0.06%
164Micron TechnologyMU7,772$1.3M0.06%
165Lam Research CorpLRCX9,598$1.3M0.06%
166Intuit IncINTU1,857$1.3M0.06%
167Vaneck ETF Trust (uranium And Nucl)92189F6019,303$1.3M0.06%
168BlackRock Funding, Inc. CMNBLK1,076$1.3M0.06%
169Vanguard Index FDS (vanguard Total STK MKT Etf)9229087693,804$1.2M0.06%
170Lowes Companies Inc5486611074,958$1.2M0.06%
171Cisco SystemsCSCO18,013$1.2M0.06%
172MastercardMA2,163$1.2M0.06%
173Kinsale Cap Group49714P1082,893$1.2M0.06%
174United Rentals IncURI1,288$1.2M0.06%
175Kla Corp Com NewKLAC1,140$1.2M0.06%
176Qualcomm IncQCOM7,366$1.2M0.06%
177Sysco CorpSYY14,707$1.2M0.06%
178Nextera Energy IncNEE-PW15,899$1.2M0.06%
179Deutsche Bank AGD1819089833,883$1.2M0.06%
180Analog Devices IncADI4,875$1.2M0.06%
181Vanguard Mega Cap (index Fund)9219108734,875$1.2M0.06%
182iShares MSCI Emr MRK (ex Chna)46434G76417,619$1.2M0.06%
183Mckesson CorpMCK1,519$1.2M0.06%
184Arch Capital GroupG0450A10512,882$1.2M0.06%
185Automatic DataADP3,979$1.2M0.06%
186IBMINTR4,133$1.2M0.06%
187Tractor Supply CoTSCO20,103$1.1M0.05%
188Cintas CorpCTAS5,520$1.1M0.05%
189Natwest Group PLCRBSPF79,962$1.1M0.05%
190iShares TR MBS ETF46428858811,834$1.1M0.05%
191iShares TR Rus Mid (cap Etf)46428749911,560$1.1M0.05%
192SPDR Portfolio S&P (600 Small Cap Etf)78468R85324,053$1.1M0.05%
193Atmos Energy CorpATO6,468$1.1M0.05%
194Applied Materials0382221055,376$1.1M0.05%
195Pulte Group Inc Com7458671018,307$1.1M0.05%
196SalesforceCRM4,568$1.1M0.05%
197RTX Corporation ComRTX6,465$1.1M0.05%
198Philip Morris7181721096,651$1.1M0.05%
199Intuit IncINTU1,579$1.1M0.05%
200BWX Technologies IncBWXT5,830$1.1M0.05%
201Hca Healthcare IncHCA2,522$1.1M0.05%
202iShares TR JP Mor Em (MK Etf)46428828111,278$1.1M0.05%
203UnitedHealth GroupUNH3,106$1.1M0.05%
204Goldman Sachs GroupGSCE1,325$1.1M0.05%
205General Mills Inc37033410420,808$1.0M0.05%
206Relx PLC Spon AdsRLXXF21,727$1.0M0.05%
207iShares TR Rus Mid (cap Etf)46428749910,720$1.0M0.05%
208iShares S&P 100 (index Fund)4642871013,103$1.0M0.05%
209Pulte Group Inc Com7458671017,814$1.0M0.05%
210Coca-ColaKO15,501$1.0M0.05%
211Capital One14040H1054,823$1.0M0.05%
212Johnson & JohnsonJNJ5,528$1.0M0.05%
213Williams Cos Inc Com96945710016,159$1.0M0.05%
214Vistra Corp ComVST5,219$1.0M0.05%
215Shopify Inc Com NPVSHOP6,850$1.0M0.05%
216Total Energies SeTTE16,966$1.0M0.05%
217iShares Gold TR (ishares New Isin #us4642852044 Sedol #BKP74N6)IAU13,864$1.0M0.05%
218CaterpillarCAT2,098$1.0M0.05%
219iShares TR MSCI USA (mmentm)46432F3963,896$999,0410.05%
220Main STR Cap Corp (com)56035L10415,583$990,9230.05%
221Roblox Corp CL ARBLX7,095$982,7990.05%
222Comfort Systems USA1999081041,185$977,8470.05%
223Bank America Corp06050510418,553$957,1490.05%
224McDonaldsMCD3,134$952,2460.05%
225Markel Group Inc ComMKL496$948,0350.05%
226Procter & Gamble7427181096,160$946,5410.05%
227PalantirPLTR5,181$945,1180.05%
228DR Horton Inc Com23331A1095,523$935,9720.04%
229Sherwin-Williams CoSHW2,703$935,9410.04%
230Boeing CoBA-PA4,330$934,5440.04%
231Citigroup IncC-PR9,190$932,7470.04%
232Hca Healthcare IncHCA2,172$925,7460.04%
233Cintas CorpCTAS4,472$917,9570.04%
234Sea Limited Ads EachSE5,110$913,3100.04%
235Amphenol Corp Class0320951017,341$908,4720.04%
236iShares Gold TR (ishares New Isin #us4642852044 Sedol #BKP74N6)IAU12,389$901,5270.04%
237Autozone Inc ComAZO210$900,9500.04%
238iShares Core S&P (mid-Cap Etf)46428750713,763$898,1730.04%
239Walt Disney2546871067,833$896,8300.04%
240VerizonVZ20,397$896,4300.04%
241Costco Wholesale22160K105965$893,1380.04%
242Servicenow Inc ComNOW966$888,9900.04%
243Sony GroupSNEJF30,825$887,4520.04%
244SPDR Portfolio S&P (500 Growth Etf)78464A4098,471$885,3040.04%
245SPDR Portfolio (emerging Markets Etf)78463X50918,890$884,2410.04%
246Berkley W R Corp ComWRB-PH11,445$876,9160.04%
247Vanguard Developed (markets Index Fund Etf)92194385814,556$872,1840.04%
248Sherwin-Williams CoSHW2,514$870,4980.04%
249SalesforceCRM3,615$856,7650.04%
250iShares TR 0-3 MNTH (treasry)46436E7188,473$853,2110.04%
251Starbucks Corp ComSBUX10,080$852,7970.04%
252Progressive Corp Com7433151033,408$841,6060.04%
253Reliance Inc Com NPVRS2,987$838,8830.04%
254Chevron Corp.CVX5,385$836,2940.04%
255TJX Companies Inc8725401095,766$833,4180.04%
2563MMMM5,366$832,7010.04%
257iShares TR Broad Usd (high)46435U85321,980$830,4020.04%
258iShares Russell 1000 (index Fund)4642876222,271$830,0050.04%
259Idexx Laboratories45168D1041,275$814,5850.04%
260Paychex Inc ComPAYX6,398$811,0100.04%
261Heico Corp New ComHEI-A2,506$808,9870.04%
262Monster BeverageMNST11,972$805,8350.04%
263Vanguard Mega Cap (growth Index Fund)9219108162,000$804,8400.04%
264Nuveen Municipal (value Fund Inc)NU88,534$795,0380.04%
265Costar Group IncCSGP9,376$791,0530.04%
266Mueller Industries6247561027,819$790,5790.04%
267BlackRock ETF Trust (ii Flexible Income)BLK14,762$785,9310.04%
268Johnson ControlsG515021057,146$785,7030.04%
269iShares Core S&P (mid-Cap Etf)46428750712,037$785,5350.04%
270Illinois Tool Works4523081093,011$785,1010.04%
271Simplify Exchange (traded Funds Simplify MBS Etf)82889N52515,530$781,9360.04%
272Comcast CorpCCZ24,733$777,1180.04%
273Emerson Electric CoEMR5,919$776,4540.04%
274Banco Santander SA ADRBCDRF72,854$763,5100.04%
275Linde PLC ComLIN1,606$762,9390.04%
276BlackRock ETF Trust (us Carbon Transition Readiness Etf)BLK10,482$760,7700.04%
277CBOE Global Markets12503M1083,100$760,2750.04%
278Global X FDS GBL X (blockchain)37960A7358,807$759,8680.04%
279Arista Networks IncANET5,203$758,1290.04%
280Southern CoSOMN7,999$758,0650.04%
281iShares Select (dividend Etf)4642871685,309$754,4090.04%
282GE Aerospace Com New3696043012,501$752,3510.04%
283BlackRock Funding, Inc. CMNBLK639$745,4810.04%
284Fastenal Com STKFAST15,012$736,1740.04%
285Union Pac Corp ComUNP3,114$736,0560.04%
286Banco Bilbao VizcayaBBVXF38,069$732,8280.04%
287Amgen IncAMGN2,577$727,2970.03%
288Birkenstock HoldingBIRK16,046$726,0820.03%
289Factset Research3030751052,532$725,4140.03%
290Xylem Inc ComXYL4,918$725,4050.03%
291Bank America Corp06050510413,852$714,6280.03%
292Citigroup IncC-PR7,033$713,8500.03%
293Synopsys IncSNPS1,442$711,4680.03%
294Marsh &mclennan5717481023,523$710,0420.03%
295Globe Life Inc ComGL-PD4,951$707,8440.03%
296Old Republic68022310416,633$706,4040.03%
297Rollins IncROL12,015$705,7610.03%
298Morgan Stanley ComMS-PQ4,426$703,5730.03%
299Snowflake Inc CL ASNOW3,117$703,0390.03%
300Spotify TechnologySPOT1,006$702,1880.03%
301Goldman Sachs GroupGSCE877$698,3990.03%
302Parker-Hannifin CorpPH920$697,4980.03%
303Centerpoint EnergyCNP17,884$693,9010.03%
304Armstrong World Inds04247X1023,524$690,7530.03%
305iShares TR Core MSCI (total)46432F8348,362$690,5600.03%
306American Centy ETF (TR Avantis US Small Cap Value)0250728776,933$690,0100.03%
307Vanguard Index FDS (vanguard Value ETF Formerly Vanguard)9229087443,698$689,6250.03%
308Stryker CorporationSYK1,862$688,3260.03%
309Cencora Inc ComCOR2,194$685,7300.03%
310Southern CoSOMN7,231$685,2820.03%
311FerrariRACE1,407$682,6850.03%
312Flex LTD Com Usd0.01FLEX11,773$682,4810.03%
313iShares TR MSCI EAFE (min VL)46429B6898,031$681,2700.03%
314Merck &co. Inc ComMRK8,116$681,1760.03%
315Target CorpTGT7,547$676,9520.03%
316Conocophillips ComCOP7,071$668,8460.03%
317Roper TechnologiesROP1,335$665,7600.03%
318LogitechH504302326,053$663,9450.03%
319Valmont Industries9202531011,711$663,4150.03%
320Sempra ComSREA7,341$660,5340.03%
321Nano Nuclear EnergyNNE17,114$659,9160.03%
322Katapult HoldingsKPLTW55,174$659,8810.03%
323Autodesk IncADSK2,074$658,8480.03%
324iShares Trust Core (msci EAFE Etf)46432F8427,494$654,2860.03%
325Mckesson CorpMCK846$653,5690.03%
326Vanguard S&P 500 (growth Etf)9219325051,486$646,9650.03%
327Hubbell Inc ComHUBB1,500$645,4650.03%
328iShares Trust MSCI (emg MKTS ETF Usd Dis)46428723412,008$641,2500.03%
329British American11044810712,051$639,6550.03%
330iShares TR Esg Awr (us Agrgt)46435U54913,217$634,8130.03%
331TeledyneTDY1,082$634,0950.03%
332McDonaldsMCD2,070$629,1760.03%
333Astera Labs Inc ComALAB3,200$626,5600.03%
334Xcel Energy Inc ComXELLL7,747$624,7960.03%
335Aflac Inc ComAFL5,553$620,2320.03%
336iShares Trust Esg (advanced MSCI USA Etf)46436E76710,819$620,0370.03%
337IBMINTR2,191$618,2130.03%
338Nisource Inc ComNI14,243$616,7220.03%
339West Pharmaceutical9553061052,328$610,7210.03%
340NXP SemiconductorsNXPI2,642$601,6870.03%
341CDW Corp Com Usd0.01CDW3,764$599,5570.03%
342Broadridge Financial11133T1032,501$595,6630.03%
343Accenture PLCACN2,414$595,1790.03%
344Pinterest Inc CL APINS18,490$594,8230.03%
345Wec Energy Group IncWEC5,161$591,3650.03%
346SPDR Ser TR S&P (divid Etf)78464A7634,214$590,1710.03%
347Freeport-McMoran IncFCX15,021$589,1170.03%
348CaterpillarCAT1,228$586,0670.03%
349Eaton CorporationETN1,565$585,7010.03%
350S&P Global Inc ComSPGI1,201$584,5710.03%
351Booking Holdings IncBKNG108$583,1210.03%
352iShares TR MSCI USA (min Vol)46429B6976,122$582,4470.03%
353Williams-Sonoma IncWSM2,973$581,1660.03%
354Thor Industries Inc8851601015,575$578,0720.03%
355Duke Energy Corp NewDUKB4,629$572,8390.03%
356Zebra TechnologiesZBRA1,925$572,0330.03%
357Automatic DataADP1,945$570,9670.03%
358Chubb Limited ComCB2,019$569,8630.03%
359Morgan Stanley ComMS-PQ3,581$569,2030.03%
360RPM International7496851034,811$567,0650.03%
361Blackstone IncBX3,319$567,0510.03%
362iShares Inc MSCI (emerg MRKT)4642865338,869$566,1080.03%
363Lam Research CorpLRCX4,206$563,1160.03%
364Aon PLC SHS CL AAON1,578$562,7110.03%
365Honeywell4385161062,673$562,6670.03%
366iShares TR Esg Awre (usd Etf)46435G19323,861$562,1650.03%
367Packaging Corp Of6951561092,579$562,0410.03%
368iShares TR MSCI (KLD400 Soc)4642885704,462$561,9890.03%
369United ParcelUPS6,690$558,8160.03%
370Centrus Energy CorpLEU1,800$558,1260.03%
371Phillips 66PSX4,103$558,0680.03%
372Allegion PLC Ord SHSALLE3,140$556,8790.03%
373Royal Caribbean CruisesV7780T1031,719$556,2340.03%
374Consolidated EdisonED5,479$550,7490.03%
375Tko Group Holdings Incorporated Class ATKO2,704$546,1000.03%
376Vanguard Large-Cap (index Fund)9229086371,765$543,3730.03%
377Southern Copper CorpSCCO4,440$538,8380.03%
378iShares Core (growth Allocation Etf)4642898678,363$538,4150.03%
379Axon Enterprise IncAXON750$538,2300.03%
380AT&TT-PC18,991$536,3060.03%
381Zoetis IncZTS3,651$534,2290.03%
382MKS Instrs Inc ComMKSI4,308$533,2010.03%
383Stifel Financial8606301024,683$531,3800.03%
384Vanguard Developed (markets Index Fund Etf)9219438588,865$531,1910.03%
385General DynamicsGD1,552$529,2320.03%
386Raymond James Finl7547301093,053$526,9480.03%
387Cummins IncCMI1,240$523,8280.03%
388Amdocs LTD OrdDOX6,381$523,5460.03%
389Dte Energy CoDTK3,666$518,4820.02%
390Constellation EnergyCEG1,558$512,6960.02%
391Pepsico IncPEP3,627$509,3760.02%
392Thermo FisherTMO1,046$507,3310.02%
393Canadian Natl RY Co1363751025,368$506,2020.02%
394Boston ScientificBSX5,182$505,9190.02%
395The Trade Desk Inc88339J10510,313$505,4400.02%
396Gartner Inc ComIT1,921$504,9730.02%
397Wells Fargo Co New9497461015,995$502,5010.02%
398Dollar Gen Corp New2566771054,850$501,2480.02%
399SPDR S&P500 ETF (trust Trust Unit Depositary Receipt)SPY750$499,4120.02%
400Vanguard Small-Cap (index Fund)9229087511,960$498,5130.02%
401CDW Corp Com Usd0.01CDW3,114$495,9980.02%
402Interactive Brokers45841N1077,203$495,6380.02%
403Intercontinental45866F1042,938$494,9940.02%
404Coterra Energy IncCTRA20,852$493,1500.02%
405Transdigm Group IncTDG371$488,9850.02%
406Interpublic GroupINTR17,508$488,6590.02%
407United ParcelUPS5,782$482,9820.02%
408Beigene LTD Spon AdsBEIGF1,415$482,0910.02%
409Zscaler Inc ComZS1,603$480,3550.02%
410Select Sector SPDR (TR RL Est Sel Sec)81369Y86011,382$479,5380.02%
411Hess Midstream LP CLHESM13,875$479,3950.02%
412Uber TechnologiesUBER4,873$477,4080.02%
413iShares Trust (currency Hedged MSCI EAFE Etf)46434V80312,000$475,3090.02%
414Ryanair Holdings PLCRYAOF7,861$473,3890.02%
415Brown & Brown IncBRO5,008$469,7000.02%
416Western AllianceWAL-PA5,406$468,8080.02%
417Medtronic PLCMDT4,892$465,9140.02%
418Truist Finl Corp Com89832Q10910,060$459,9430.02%
419Ralph Lauren CorpRL1,464$459,0520.02%
420PG&E Corp Com NPVPCG-PX30,392$458,3110.02%
421GE Aerospace Com New3696043011,516$456,0760.02%
422Insulet CorpPODD1,474$455,0680.02%
423Vanguard (intermediate Term Corporate Bond Etf)92206C8705,391$453,4570.02%
424Ross Stores IncROST2,975$453,3600.02%
425UBS Group AGUBS10,984$450,3440.02%
426Waters Corp9418481031,500$449,7150.02%
427US BancorpUSB-PS9,286$448,7920.02%
428Steris PLC OrdSTE1,800$445,3920.02%
429Invesco QQQ TR Unit (ser 1)IVZ739$443,7800.02%
430GE Vernova Inc ComGEV711$437,1960.02%
431Interactive Brokers45841N1076,343$436,4830.02%
432Altria Group IncMO6,604$436,2600.02%
433Climb GlobalCLMB3,215$433,5110.02%
434VertexVRTX1,105$432,7620.02%
435PPL Corp Com Usd0.01PPLC11,607$431,3110.02%
436Canadian Pac KansCP5,750$428,3180.02%
437Ares ManagementARES-PB2,661$425,4670.02%
438SPX Technologies IncSPXC2,275$424,9250.02%
439GE Vernova Inc ComGEV691$424,8960.02%
440Aon PLC SHS CL AAON1,187$423,3740.02%
441Vanguard S&P 500 ETF922908363690$422,6980.02%
442Danaher Corporation2358511022,130$422,2940.02%
443Fox Corp CL A ComFOX6,684$421,4930.02%
444Cbre Group Inc ComCBRE2,675$421,4730.02%
445Liberty Media CorpFWONB4,034$421,3510.02%
446Cohen & Steers IncCNS6,413$420,7770.02%
447Doximity Incorporated Class ADOCS5,746$420,3200.02%
448VerizonVZ9,548$419,6350.02%
449Corteva Inc ComCTVA6,188$418,4940.02%
450Howmet Aerospace IncHWM2,104$412,8680.02%
451Reinsurance GRP Of7593516042,144$411,9270.02%
452iShares Latin America 4046428739014,239$411,3650.02%
453Seagate TechnologySE1,742$411,2170.02%
454Cyberark SoftwareM2682V108850$410,6780.02%
455Medpace HLDGS IncMEDP794$408,2430.02%
456Materials Select (sector SPDR)81369Y1004,532$406,1360.02%
457Ulta Beauty Inc ComULTA742$405,6890.02%
458Anheuser-Busch InbevBUDFF6,788$404,6440.02%
459SPDR Nuveen (bloomberg Municipal Bond Etf)78468R7218,863$403,8810.02%
460Palo Alto NetworksPANW1,973$401,7420.02%
461Labcorp Holdings IncLH1,397$401,0230.02%
462Icici Bank LimitedIBN13,225$399,7920.02%
463Waste ConnectionsWCN2,272$399,4180.02%
464iShares TR (exponential Tech)46434V3815,547$399,0810.02%
465Invesco Exchange (traded FD TR S&P500 Eql WGT)IVZ2,086$395,6200.02%
466Darden RestaurantsDRI2,069$393,8550.02%
467iShares TR Esg Aware (msci USA Etf)46435G4252,701$393,2660.02%
468Seagate TechnologySE1,652$389,9710.02%
469Axos Financial IncAX4,600$389,3900.02%
470Gilead Sciences IncGILD3,482$386,5020.02%
471Travel Plus Leisure8941641026,377$379,3680.02%
472Analog Devices IncADI1,542$378,7670.02%
473Boston ScientificBSX3,853$376,1680.02%
474Janus Detroit STR TR (henderson MTG)47103U8528,166$372,9410.02%
475Wisdomtree TR (us Small Cap Quality Divid Growth FD)WT7,459$372,7830.02%
476Mercadolibre Inc ComMELI159$371,5730.02%
477Doordash Inc CL ADASH1,360$369,9060.02%
478S&P Global Inc ComSPGI756$368,1420.02%
479Coupang Inc CL ACPNG11,347$365,3730.02%
480Capital GRP Fixed (incm ETF TR Municipal Income)14020Y20113,378$365,0860.02%
481LogitechH504302323,312$363,2600.02%
482Mitsubishi UFJ60682210422,784$363,1770.02%
483F5 Inc ComFFIV1,123$362,9420.02%
484Western DigitalWDC3,018$362,3410.02%
485Teradyne Inc ComTER2,621$360,7540.02%
486Nu Holdings LTDNU22,515$360,4650.02%
487iShares Inc Core (msci Emerging MKTS Etf)46434G1035,465$360,2200.02%
488Expedia Group IncEXPE1,681$359,3140.02%
489First Citizens31946M103200$357,8320.02%
490Barrick Mining06849F10810,894$356,9960.02%
491White MTNS Ins GroupG9618E107213$356,0340.02%
492Masco Corp ComMAS5,054$355,7510.02%
493Lockheed Martin CorpLMT711$354,9380.02%
494CVS HealthCVS4,699$354,2580.02%
495Boyd Gaming CorpBYD4,059$350,9010.02%
496Five Below IncFIVE2,251$348,2300.02%
497Snap-On IncSNA1,001$346,8770.02%
498ITT Inc ComITT1,936$346,0790.02%
499Talen Energy CorporationTLN813$345,8340.02%
500Zurn Elkay Water98983L1087,323$344,4010.02%