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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 Q4 2025 · Filed January 22, 2026 · Accession 0001666363-26-000001

Total Value
$2.25B
Positions
1,028
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1Vanguard S&P 500 ETF922908363256,242$160.7M7.40%
2Vanguard Growth Index ETF922908736286,390$139.7M6.43%
3iShares Core (S&P US Value Etf)4642876631,295,193$132.8M6.11%
4iShares Inc Core (msci Emerging MKTS Etf)46434G1031,738,046$116.8M5.38%
5Capital Group (international Eq SHS)14021M1071,381,322$48.1M2.21%
6iShares Trust Core (msci EAFE Etf)46432F842535,914$47.9M2.21%
7Vanguard Russell (2000 Etf)92206C664437,713$43.6M2.00%
8Nvidia CorporationNVDA231,638$43.2M1.99%
9Alphabet Inc Cap STKGOOG137,593$43.1M1.98%
10MicrosoftMSFT84,973$41.1M1.89%
11Micron TechnologyMU131,759$37.6M1.73%
12Apple IncAAPL129,112$35.1M1.62%
13Broadcom Inc ComAVGO87,515$30.3M1.39%
14SPDR Portfolio (emerging Markets Etf)78463X509624,226$29.2M1.34%
15Apple IncAAPL102,130$27.8M1.28%
16Capital GRP Fixed (incm ETF TR Municipal Income)14020Y2011,009,728$27.6M1.27%
17American Centy ETF (TR Avantis US Small Cap Value)025072877263,075$26.8M1.23%
18iShares Russell 2000 (etf)464287655107,830$26.5M1.22%
19Kla Corp Com NewKLAC19,296$23.4M1.08%
20Harbor ETF Trust (international Compounders Etf)41151J885774,054$23.4M1.08%
21Eli Lilly & CoLLY19,813$21.3M0.98%
22Meta Platforms IncMETA31,831$21.0M0.97%
23Mueller Industries624756102171,069$19.6M0.90%
24Visa IncV55,935$19.6M0.90%
25Wal-MartWMT172,366$19.2M0.88%
26Select Sector SPDR (trust Technology Select Sector Usd Dis)81369Y803131,906$19.0M0.87%
27Abbvie Inc ComABBV82,615$18.9M0.87%
28TJX Companies Inc872540109118,865$18.3M0.84%
29Qualcomm IncQCOM103,415$17.7M0.81%
30RTX Corporation ComRTX96,372$17.7M0.81%
31JPMorgan ChaseVYLD54,556$17.6M0.81%
32Heico Corp New CL AHEI-A67,704$17.1M0.79%
33iShares MSCI EAFE (etf)464287465176,758$17.0M0.78%
34United Rentals IncURI20,857$16.9M0.78%
35Alphabet Inc Cap STKGOOG52,524$16.5M0.76%
36Danaher Corporation23585110271,607$16.4M0.75%
37Nvidia CorporationNVDA82,440$15.4M0.71%
38Vanguard Intl Equity (index FDS FTSE Emr MKT Etf)922042858279,782$15.0M0.69%
39American Centy ETF (TR Avantis Emgmkt)025072604190,077$14.6M0.67%
40Conocophillips ComCOP156,315$14.6M0.67%
41MicrosoftMSFT30,232$14.6M0.67%
42Texas Instruments88250810483,858$14.5M0.67%
43Progressive Corp Com74331510363,641$14.5M0.67%
44Home DepotHD39,351$13.5M0.62%
45Amazon.com IncAMZN56,210$13.0M0.60%
46Chevron Corp.CVX72,140$11.0M0.51%
47Meta Platforms IncMETA15,520$10.2M0.47%
48Broadcom Inc ComAVGO29,356$10.2M0.47%
49ExxonMobilXOM82,793$10.0M0.46%
50SPDR S&P500 ETF (trust Trust Unit Depositary Receipt)SPY14,595$10.0M0.46%
51SPDR Bloomberg 1-3 (month T-Bill Etf)78468R663101,457$9.3M0.43%
52iShares Core S&P 500 ETF46428720012,671$8.7M0.40%
53Amazon.com IncAMZN37,556$8.7M0.40%
54Schwab Charles CorpSCHW-PJ80,821$8.1M0.37%
55iShares Latin America 40464287390247,506$7.5M0.35%
56Select Sector SPDR (TR Financial)81369Y605136,856$7.5M0.34%
57Atlas EnergyAESI778,215$7.3M0.34%
58SPDR Portfolio (developed World Ex-US Etf)78463X889160,255$7.1M0.33%
59iShares MSCI South (korea Etf)46428677269,209$6.7M0.31%
60iShares Edge MSCI Intl Momentum FCTR ETF46434V449140,146$6.7M0.31%
61Wal-MartWMT58,936$6.6M0.30%
62Wisdomtree TR Intl (qulty Div)WT157,009$6.5M0.30%
63Tesla MotorsTSLA13,382$6.0M0.28%
64Totalenergies SeTTE84,418$5.5M0.25%
65Heico Corp New CL AHEI-A21,770$5.5M0.25%
66iShares TR Core (total Usd)46434V613116,526$5.4M0.25%
67Advanced MicroAMD24,922$5.3M0.25%
68JPMorgan ChaseVYLD15,760$5.1M0.23%
69Applied Materials03822210519,655$5.1M0.23%
70Health Care Select (sector SPDR)81369Y20932,513$5.0M0.23%
71UnitedHealth GroupUNH15,097$5.0M0.23%
72Select Sector SPDR (TR Communication)81369Y85241,697$4.9M0.23%
73Vanguard World FD (utilities Etf)92204A87623,779$4.4M0.20%
74Berkshire HathawayBRK-A3,498$4.0M0.19%
75Visa IncV11,231$3.9M0.18%
76Consumer (discretionary Select Sector SPDR Fund)81369Y40732,506$3.9M0.18%
77Tesla MotorsTSLA8,617$3.9M0.18%
78Eli Lilly & CoLLY3,595$3.9M0.18%
79Mercadolibre Inc ComMELI1,890$3.8M0.18%
80iShares TR MSCI USA (QLT FCT)46432F33919,044$3.8M0.17%
81iShares S&P 500 (growth Etf)46428730930,340$3.7M0.17%
82Taiwan Semiconductor87403910012,171$3.7M0.17%
83Capital Group (international Eq SHS)14021M107104,221$3.6M0.17%
84Taiwan Semiconductor87403910011,883$3.6M0.17%
85iShares National (muni Bond Etf)46428841433,635$3.6M0.17%
86Vanguard Specialized (funds DIV App Etf)92190884416,261$3.6M0.16%
87Select Sector SPDR (TR Indl)81369Y70422,718$3.5M0.16%
88Palo Alto NetworksPANW19,009$3.5M0.16%
89Invesco Exchange (traded FD TR S&P MDCP Quality)IVZ31,869$3.3M0.15%
90BlackRock ETF Trust (us EQT Factor)BLK51,987$3.2M0.15%
91Asml Holding NVASMLF2,719$2.9M0.13%
92Atlas EnergyAESI308,039$2.9M0.13%
93iShares Russell 2000 (etf)46428765511,534$2.8M0.13%
94Johnson & JohnsonJNJ13,479$2.8M0.13%
95Servicenow Inc ComNOW17,458$2.7M0.12%
96Invesco QQQ TR Unit (ser 1)IVZ4,333$2.7M0.12%
97Amgen IncAMGN8,115$2.7M0.12%
98iShares S&P 500 (value Etf)46428740812,271$2.6M0.12%
99iShares Core S&P (total US Stock Market Etf)46428715017,489$2.6M0.12%
100Vanguard Whitehall (FDS Intl High Etf)92194679428,323$2.5M0.12%
101Oracle CorpORCL-PD13,065$2.5M0.12%
102Consumer Staples (select Sector SPDR)81369Y30832,181$2.5M0.12%
103Q2 Holdings IncQTWO33,434$2.4M0.11%
104Berkshire HathawayBRK-A4,792$2.4M0.11%
105iShares TR Expanded (tech)46428751522,761$2.4M0.11%
106Advanced MicroAMD11,165$2.4M0.11%
107Vanguard Russell (2000 Etf)92206C66423,893$2.4M0.11%
108iShares Core S&P (small-Cap E)46428780419,457$2.3M0.11%
109iShares TR EAFE (value Etf)46428887732,016$2.3M0.11%
110Te Connectivity PLC FTEL9,977$2.3M0.10%
111SPDR S&P Midcap 400 (etf)MDY3,750$2.3M0.10%
112Crowdstrike HLDGSCRWD4,823$2.3M0.10%
113ExxonMobilXOM18,626$2.2M0.10%
114South PlainsSPFI57,747$2.2M0.10%
115Philip Morris71817210913,946$2.2M0.10%
116Astrazeneca ADR RepAZN23,833$2.2M0.10%
117Asml Holding NVASMLF2,043$2.2M0.10%
118Utilities Select (sector SPDR Fund)81369Y88650,606$2.2M0.10%
119iShares Core S&P 500 ETF4642872003,139$2.1M0.10%
120Costco Wholesale22160K1052,468$2.1M0.10%
121American Express CoAXP5,734$2.1M0.10%
122Micron TechnologyMU7,246$2.1M0.10%
123Home DepotHD5,982$2.1M0.09%
124Netflix IncNFLX21,739$2.0M0.09%
125VertexVRTX4,463$2.0M0.09%
126SAP ADR Rep 1 OrdSAPGF8,113$2.0M0.09%
127Select Sector SPDR (TR Energy)81369Y50644,065$2.0M0.09%
128Q2 Holdings IncQTWO27,288$2.0M0.09%
129Marvell TechnologyMRVL23,048$2.0M0.09%
130Colgate-Palmolive CoCL24,737$2.0M0.09%
131American Express CoAXP5,280$2.0M0.09%
132British American11044810734,044$1.9M0.09%
133Novartis AGNVSEF13,857$1.9M0.09%
134Cisco SystemsCSCO24,799$1.9M0.09%
135Brookfield11271J10740,906$1.9M0.09%
136Vanguard Intl Equity (index FDS FTSE Emr MKT Etf)92204285834,833$1.9M0.09%
137Lowes Companies Inc5486611077,654$1.8M0.08%
138Autodesk IncADSK6,235$1.8M0.08%
139Global X FDS GLB X (MLP Enrg I)37954Y29330,037$1.8M0.08%
140Moodys Corp ComMCO3,538$1.8M0.08%
141Abbvie Inc ComABBV7,693$1.8M0.08%
142iShares Russell 1000 Growth ETF4642876143,669$1.7M0.08%
143iShares Core (aggressive Allocation Etf)46428985919,042$1.7M0.08%
144Procter & Gamble74271810911,884$1.7M0.08%
145MastercardMA2,902$1.7M0.08%
146Grainger W W Inc Com3848021041,631$1.6M0.08%
147Applied Materials0382221056,103$1.6M0.07%
148Lam Research CorpLRCX9,043$1.5M0.07%
149Cummins IncCMI3,023$1.5M0.07%
150PalantirPLTR8,598$1.5M0.07%
151Vanguard Growth Index ETF9229087363,044$1.5M0.07%
152SalesforceCRM5,544$1.5M0.07%
153Shopify Inc Com NPVSHOP9,098$1.5M0.07%
154Abbott LaboratoriesABLZF11,631$1.5M0.07%
155iShares TR MSCI Acwi (etf)46428825710,253$1.5M0.07%
156Natwest Group PLCRBSPF82,680$1.4M0.07%
157Abbott LaboratoriesABLZF11,485$1.4M0.07%
158Netflix IncNFLX15,229$1.4M0.07%
159Qualcomm IncQCOM8,221$1.4M0.06%
160Cisco SystemsCSCO18,227$1.4M0.06%
161iShares TR EAFE (GRWTH Etf)46428888512,284$1.4M0.06%
162Shopify Inc Com NPVSHOP8,629$1.4M0.06%
163Novo Nordisk A/SNONOF27,224$1.4M0.06%
164Kla Corp Com NewKLAC1,133$1.4M0.06%
165L3harrisLHX4,681$1.4M0.06%
166iShares TR 10-20 YR (TRS Etf)46428865313,445$1.4M0.06%
167Deutsche Bank AGD1819089835,271$1.4M0.06%
168IBMINTR4,493$1.3M0.06%
169iShares Trust DJ US (technology)4642877216,608$1.3M0.06%
170SPDR Gold TR Gold (SHS)GLD3,316$1.3M0.06%
171Amphenol Corp Class0320951019,611$1.3M0.06%
172Vaneck ETF Trust (uranium And Nucl)92189F60110,380$1.3M0.06%
173iShares MSCI Emr MRK (ex Chna)46434G76417,662$1.3M0.06%
174Vanguard Index FDS (vanguard Total STK MKT Etf)9229087693,817$1.3M0.06%
175Arista Networks IncANET9,725$1.3M0.06%
176MastercardMA2,229$1.3M0.06%
177Philip Morris7181721097,896$1.3M0.06%
178Williams-Sonoma IncWSM7,071$1.3M0.06%
179RTX Corporation ComRTX6,830$1.3M0.06%
180Hca Healthcare IncHCA2,665$1.2M0.06%
181Texas Instruments8825081047,167$1.2M0.06%
182Nextera Energy IncNEE-PW15,347$1.2M0.06%
183Vanguard Mega Cap (index Fund)9219108734,875$1.2M0.06%
184Robinhood MKTS Inc77070010210,666$1.2M0.06%
185Analog Devices IncADI4,429$1.2M0.06%
186Oracle CorpORCL-PD6,143$1.2M0.06%
187Coca-ColaKO17,075$1.2M0.05%
188Hca Healthcare IncHCA2,539$1.2M0.05%
189Mckesson CorpMCK1,440$1.2M0.05%
190Arch Capital GroupG0450A10512,281$1.2M0.05%
191Kinsale Cap Group49714P1083,008$1.2M0.05%
192Intuit IncINTU1,762$1.2M0.05%
193Johnson & JohnsonJNJ5,578$1.2M0.05%
194Totalenergies SeTTE17,590$1.2M0.05%
195J P Morgan Exchange (traded FD Ultra SHT Muncpl)46641Q65422,517$1.1M0.05%
196American Centy ETF (TR Avantis US Small Cap Value)02507287711,238$1.1M0.05%
197iShares Gold TR (ishares New Isin #us4642852044 Sedol #BKP74N6)IAU14,000$1.1M0.05%
198CaterpillarCAT1,984$1.1M0.05%
199iShares TR MBS ETF46428858811,897$1.1M0.05%
200Intuit IncINTU1,710$1.1M0.05%
201BlackRock Funding, Inc. CMNBLK1,052$1.1M0.05%
202iShares TR Rus Mid (cap Etf)46428749911,560$1.1M0.05%
203Markel Group Inc ComMKL516$1.1M0.05%
204SPDR Portfolio S&P (600 Small Cap Etf)78468R85323,053$1.1M0.05%
205SPDR Portfolio (emerging Markets Etf)78463X50922,893$1.1M0.05%
206UnitedHealth GroupUNH3,235$1.1M0.05%
207iShares S&P 100 (index Fund)4642871013,107$1.1M0.05%
208Bank America Corp06050510419,255$1.1M0.05%
209United Rentals IncURI1,305$1.1M0.05%
210Lowes Companies Inc5486611074,332$1.0M0.05%
211Atmos Energy CorpATO6,226$1.0M0.05%
212Cintas CorpCTAS5,521$1.0M0.05%
213iShares TR Rus Mid (cap Etf)46428749910,720$1.0M0.05%
214Sysco CorpSYY13,934$1.0M0.05%
215Monster BeverageMNST13,289$1.0M0.05%
216PalantirPLTR5,714$1.0M0.05%
217Pulte Group Inc Com7458671018,596$1.0M0.05%
218Capital One14040H1054,155$1.0M0.05%
219Automatic DataADP3,903$1.0M0.05%
220iShares TR JP Mor Em (MK Etf)46428828110,301$991,6890.05%
221iShares Gold TR (ishares New Isin #us4642852044 Sedol #BKP74N6)IAU12,193$989,6830.05%
222Sony GroupSNEJF38,580$987,6480.05%
223iShares TR MSCI USA (mmentm)46432F3963,941$986,3200.05%
224SPDR Portfolio S&P (500 Growth Etf)78464A4099,222$983,9880.05%
225Goldman Sachs GroupGSCE1,095$961,7940.04%
226Williams Cos Inc Com96945710015,826$951,2920.04%
227Banco Bilbao VizcayaBBVXF40,550$945,2210.04%
228Main STR Cap Corp (com)56035L10415,583$941,0580.04%
229Banco Santander SA ADRBCDRF78,558$921,4860.04%
230General Mills Inc37033410419,683$915,2600.04%
231Relx PLC Spon AdsRLXXF22,640$915,0860.04%
232Merck &co. Inc ComMRK8,635$908,9210.04%
233Nuveen Municipal (value Fund Inc)NU99,524$901,6850.04%
234Procter & Gamble7427181096,288$901,0530.04%
235Amphenol Corp Class0320951016,659$899,7910.04%
236Mueller Industries6247561027,812$896,8180.04%
237TJX Companies Inc8725401095,778$887,5590.04%
238Chevron Corp.CVX5,802$884,1870.04%
2393MMMM5,505$881,2400.04%
240Pulte Group Inc Com7458671017,453$873,8390.04%
241Sherwin-Williams CoSHW2,695$873,2610.04%
242iShares TR 0-3 MNTH (treasry)46436E7188,694$872,7000.04%
243Walt Disney2546871067,649$870,1790.04%
244Citigroup IncC-PR7,428$866,7740.04%
245iShares Core S&P (mid-Cap Etf)46428750713,090$863,9400.04%
246Idexx Laboratories45168D1041,275$862,5760.04%
247Goldman Sachs GroupGSCE973$855,2670.04%
248iShares Russell 1000 (index Fund)4642876222,271$848,0830.04%
249iShares Trust Core (msci EAFE Etf)46432F8429,462$846,4560.04%
250Lam Research CorpLRCX4,932$844,1750.04%
251Reliance Inc Com NPVRS2,908$839,7960.04%
252McDonaldsMCD2,741$837,5700.04%
253Ryanair Holdings PLCRYAOF11,584$836,2490.04%
254Heico Corp New ComHEI-A2,584$836,1570.04%
255Birkenstock HoldingBIRK20,415$834,9740.04%
256SalesforceCRM3,140$831,5670.04%
257Starbucks Corp ComSBUX9,849$829,3480.04%
258CBOE Global Markets12503M1083,300$828,3000.04%
259Cintas CorpCTAS4,374$822,4650.04%
260Dollar Gen Corp New2566771056,190$821,8470.04%
261Amgen IncAMGN2,507$820,3310.04%
262Emerson Electric CoEMR6,173$819,2810.04%
263Bank America Corp06050510414,881$818,4040.04%
264Linde PLC ComLIN1,920$818,3050.04%
265Parker-Hannifin CorpPH923$811,2810.04%
266GE Aerospace Com New3696043012,631$810,4270.04%
267CaterpillarCAT1,414$809,7630.04%
268VerizonVZ19,832$807,7250.04%
269United ParcelUPS8,051$798,5790.04%
270Vistra Corp ComVST4,940$796,8650.04%
271DR Horton Inc Com23331A1095,523$795,4690.04%
272Vanguard Developed (markets Index Fund Etf)92194385812,719$794,5450.04%
273Chubb Limited ComCB2,542$793,4100.04%
274Costco Wholesale22160K105917$790,6770.04%
275BWX Technologies IncBWXT4,573$790,3980.04%
276Citigroup IncC-PR6,750$787,6140.04%
277Autozone Inc ComAZO231$783,4370.04%
278BlackRock ETF Trust (us Carbon Transition Readiness Etf)BLK10,566$782,8450.04%
279FS KKR Cap Corp ComFSK52,526$777,9110.04%
280BlackRock ETF Trust (ii Flexible Income)BLK14,682$774,7370.04%
281Progressive Corp Com7433151033,399$774,0210.04%
282Mckesson CorpMCK942$772,7140.04%
283Simplify Exchange (traded Funds Simplify MBS Etf)82889N52515,328$772,6390.04%
284Arch Capital GroupG0450A1058,030$770,2380.04%
285Comcast CorpCCZ25,538$763,3230.04%
286McDonaldsMCD2,489$760,6610.04%
287Comfort Systems USA199908104812$756,9120.03%
288Globe Life Inc ComGL-PD5,336$746,2930.03%
289iShares Select (dividend Etf)4642871685,278$744,9370.03%
290Factset Research3030751052,565$744,0790.03%
291iShares TR Core MSCI (total)46432F8348,788$743,7580.03%
292Servicenow Inc ComNOW4,831$740,0610.03%
293iShares TR Broad Usd (high)46435U85319,788$739,9700.03%
294Vanguard Index FDS (vanguard Value ETF Formerly Vanguard)9229087443,816$728,7070.03%
295LogitechH504302327,237$725,2400.03%
296Southern CoSOMN8,257$720,0110.03%
297SPDR Portfolio (developed World Ex-US Etf)78463X88916,190$718,9980.03%
298Sherwin-Williams CoSHW2,199$712,5420.03%
299Flex LTD Com Usd0.01FLEX11,773$711,3250.03%
300Target CorpTGT7,262$709,8440.03%
301Morgan Stanley ComMS-PQ3,996$709,3730.03%
302British American11044810712,492$707,2850.03%
303Stryker CorporationSYK2,010$706,4550.03%
304Tractor Supply CoTSCO13,861$693,1460.03%
305iShares TR MSCI EAFE (min VL)46429B6898,031$692,6740.03%
306Xylem Inc ComXYL5,082$692,0670.03%
307Cummins IncCMI1,352$689,7270.03%
308MKS Instrs Inc ComMKSI4,314$689,3780.03%
309Costar Group IncCSGP10,248$689,0760.03%
310Paychex Inc ComPAYX6,101$684,4110.03%
311Centerpoint EnergyCNP17,844$684,1060.03%
312Union Pac Corp ComUNP2,955$683,5510.03%
313Royal Bank Of Canada (RY)7800871024,000$681,9600.03%
314iShares Latin America 4046428739022,349$680,5280.03%
315BlackRock Funding, Inc. CMNBLK627$670,4830.03%
316Microstrategy ComSTRK4,375$664,7820.03%
317IBMINTR2,243$664,4000.03%
318Listed FD TR (roundhill Magnif)53656G49810,030$661,5790.03%
319Cencora Inc ComCOR1,956$660,3460.03%
320Accenture PLCACN2,461$660,1800.03%
321Roblox Corp CL ARBLX8,110$657,1540.03%
322iShares TR Esg Awr (us Agrgt)46435U54913,726$656,7900.03%
323Illinois Tool Works4523081092,637$649,4580.03%
324Johnson ControlsG515021055,417$648,6860.03%
325Roper TechnologiesROP1,458$648,5660.03%
326Rollins IncROL10,799$648,1560.03%
327Autodesk IncADSK2,180$645,3020.03%
328Synopsys IncSNPS1,373$644,9260.03%
329Southern Copper CorpSCCO4,477$642,3160.03%
330Hubbell Inc ComHUBB1,441$639,9630.03%
331Sea Limited Ads EachSE4,940$630,1960.03%
332Marsh &mclennan5717481023,396$629,8940.03%
333iShares Trust Esg (advanced MSCI USA Etf)46436E76710,884$626,7010.03%
334Linde PLC ComLIN1,455$620,0510.03%
335Sempra ComSREA7,016$619,4340.03%
336Vanguard Mega Cap (growth Index Fund)9219108161,500$619,1550.03%
337Expedia Group IncEXPE2,181$617,9000.03%
338Consolidated EdisonED6,218$617,5720.03%
339Thermo FisherTMO1,064$616,5350.03%
340Pepsico IncPEP4,292$615,9880.03%
341Arista Networks IncANET4,699$615,7100.03%
342Vaneck ETF Trust (semiconductr Etf)92189F6761,700$612,2210.03%
343S&P Global Inc ComSPGI1,168$609,9040.03%
344West Pharmaceutical9553061052,192$602,8510.03%
345Nisource Inc ComNI14,384$600,6760.03%
346Stifel Financial8606301024,777$598,1760.03%
347Danaher Corporation2358511022,613$598,1680.03%
348Booking Holdings IncBKNG111$594,4420.03%
349Conocophillips ComCOP6,350$594,4240.03%
350Old Republic68022310412,949$590,9930.03%
351Morgan Stanley ComMS-PQ3,329$590,8490.03%
352Packaging Corp Of6951561092,864$590,6430.03%
353Transdigm Group IncTDG440$585,1340.03%
354Canadian Natl RY Co1363751025,908$584,0060.03%
355Ralph Lauren CorpRL1,644$581,3350.03%
356Vanguard S&P 500 (growth Etf)9219325051,299$577,3910.03%
357iShares TR MSCI USA (min Vol)46429B6976,123$576,5420.03%
358iShares TR MSCI (KLD400 Soc)4642885704,475$576,5150.03%
359Fastenal Com STKFAST14,279$573,0140.03%
360Wells Fargo Co New9497461016,140$572,2480.03%
361Waters Corp9418481031,500$569,7450.03%
362Southern CoSOMN6,505$567,2360.03%
363Broadridge Financial11133T1032,521$562,6120.03%
364Global X FDS GBL X (blockchain)37960A7358,807$562,5920.03%
365Berkley W R Corp ComWRB-PH8,014$561,9420.03%
366Xcel Energy Inc ComXELLL7,605$561,7060.03%
367UBS Group AGUBS12,075$559,1940.03%
368Ross Stores IncROST3,091$556,8130.03%
369Vanguard Large-Cap (index Fund)9229086371,765$555,6220.03%
370Aflac Inc ComAFL5,038$555,5110.03%
371United ParcelUPS5,565$551,9300.03%
372General DynamicsGD1,627$547,7460.03%
373iShares TR Esg Awre (usd Etf)46435G19323,200$542,5260.02%
374Phillips 66PSX4,204$542,4640.02%
375Wec Energy Group IncWEC5,144$542,4560.02%
376Teradyne Inc ComTER2,791$540,2260.02%
377Aon PLC SHS CL AAON1,523$537,1180.02%
378Boston ScientificBSX5,624$536,2490.02%
379Truist Finl Corp Com89832Q10910,869$534,8640.02%
380Automatic DataADP2,079$534,6200.02%
381Astera Labs Inc ComALAB3,200$532,3520.02%
382VertexVRTX1,167$529,0720.02%
383Duke Energy Corp NewDUKB4,508$528,3830.02%
384GE Aerospace Com New3696043011,710$526,4610.02%
385CDW Corp Com Usd0.01CDW3,846$523,7170.02%
386Boeing CoBA-PA2,412$523,6940.02%
387Williams-Sonoma IncWSM2,914$520,3230.02%
388Freeport-McMoran IncFCX10,198$517,9570.02%
389Select Sector SPDR (TR RL Est Sel Sec)81369Y86012,751$514,4920.02%
390Blackstone IncBX3,319$511,5910.02%
391SPDR S&P500 ETF (trust Trust Unit Depositary Receipt)SPY750$511,2120.02%
392Intuitive SurgicalISRG901$510,2910.02%
393Medtronic PLCMDT5,309$509,9830.02%
394Fox Corp CL A ComFOX6,916$505,3530.02%
395US BancorpUSB-PS9,434$503,3990.02%
396Nextera Energy IncNEE-PW6,259$502,4730.02%
397iShares Trust (currency Hedged MSCI EAFE Etf)46434V80312,131$501,7260.02%
398GE Vernova Inc ComGEV766$500,6350.02%
399Amdocs LTD OrdDOX6,178$497,3910.02%
400Tko Group Holdings Incorporated Class ATKO2,377$496,7930.02%
401Crown HLDGS Inc ComCCK4,820$496,3160.02%
402Select Sector SPDR (trust Technology Select Sector Usd Dis)81369Y8033,442$495,5450.02%
403Raymond James Finl7547301093,067$492,5300.02%
404Travel Plus Leisure8941641026,960$490,8890.02%
405PG&E Corp Com NPVPCG-PX30,443$489,2200.02%
406Anheuser-Busch InbevBUDFF7,633$488,7660.02%
407Constellation EnergyCEG1,383$488,2290.02%
408Omnicom Group IncOMC6,043$487,9460.02%
409Coterra Energy IncCTRA18,523$487,5260.02%
410Accenture PLCACN1,814$486,5960.02%
411Honeywell4385161062,486$484,9940.02%
412Western DigitalWDC2,810$484,0790.02%
413Mitsubishi UFJ60682210430,373$481,7160.02%
414RPM International7496851034,626$481,0610.02%
415NXP SemiconductorsNXPI2,214$480,3830.02%
416Paccar Inc ComPCAR4,385$480,2020.02%
417Analog Devices IncADI1,770$480,0110.02%
418Royal Caribbean CruisesV7780T1031,719$479,4640.02%
419Intercontinental45866F1042,960$479,4020.02%
420Vanguard Small-Cap (index Fund)9229087511,858$479,1390.02%
421Hess Midstream LP CLHESM13,804$476,2170.02%
422Snowflake Inc CL ASNOW2,170$476,0120.02%
423Dte Energy CoDTK3,686$475,4210.02%
424iShares Core (growth Allocation Etf)4642898677,283$473,4080.02%
425Icici Bank LimitedIBN15,870$472,9260.02%
426Zoom VideoZM5,463$471,4030.02%
427Aon PLC SHS CL AAON1,316$464,1500.02%
428Ulta Beauty Inc ComULTA764$462,2280.02%
429Steris PLC OrdSTE1,816$460,3930.02%
430Barrick Mining06849F10810,530$458,5820.02%
431Armstrong World Inds04247X1022,385$455,6020.02%
432SPX Technologies IncSPXC2,275$455,1370.02%
433Zoetis IncZTS3,616$454,8570.02%
434Valmont Industries9202531011,129$453,8320.02%
435GE Vernova Inc ComGEV693$452,2740.02%
436Howmet Aerospace IncHWM2,202$451,4550.02%
437American Centy ETF (TR Avantis Emgmkt)0250726045,840$449,7970.02%
438Beigene LTD Spon AdsBEIGF1,472$447,2090.02%
439Seagate TechnologySE1,621$446,4080.02%
440iShares Inc Core (msci Emerging MKTS Etf)46434G1036,636$446,0390.02%
441Eaton CorporationETN1,396$444,6400.02%
442White MTNS Ins GroupG9618E107213$442,6210.02%
443FerrariRACE1,194$441,3170.02%
444Orix CorporationORXCF15,093$441,0180.02%
445Cencora Inc ComCOR1,302$439,7440.02%
446Reinsurance GRP Of7593516042,144$436,2190.02%
447Gartner Inc ComIT1,724$434,9310.02%
448Vanguard S&P 500 ETF922908363689$431,6250.02%
449SAP ADR Rep 1 OrdSAPGF1,775$431,1660.02%
450First Citizens31946M103200$429,2360.02%
451Intuitive SurgicalISRG753$426,4700.02%
452Adobe Inc ComADBE1,215$425,2380.02%
453Cbre Group Inc ComCBRE2,642$424,8080.02%
45410X Genomics Inc CLTXG25,941$423,0980.02%
455Seagate TechnologySE1,526$420,2460.02%
456Astrazeneca ADR RepAZN4,565$419,6610.02%
457Nomura Holdings ADRNRSCF49,964$419,1980.02%
458Gilead Sciences IncGILD3,403$417,6850.02%
459Capital GRP Fixed (incm ETF TR Municipal Income)14020Y20115,213$416,5320.02%
460Medpace HLDGS IncMEDP741$416,1830.02%
461Schwab Charles CorpSCHW-PJ4,165$416,1260.02%
462Interactive Brokers45841N1076,444$414,3700.02%
463Nu Holdings LTDNU24,700$413,4780.02%
464iShares TR Esg Aware (msci USA Etf)46435G4252,759$411,0360.02%
465Waste ConnectionsWCN2,343$410,8690.02%
466Rio Tinto ADR EachRTNTF5,129$410,4740.02%
467PPL Corp Com Usd0.01PPLC11,622$406,9980.02%
468SPDR Nuveen (bloomberg Municipal Bond Etf)78468R7218,863$405,1220.02%
469AT&TT-PC16,210$402,6570.02%
470Five Below IncFIVE2,137$402,5260.02%
471The Trade Desk Inc88339J10510,562$400,9340.02%
472Western AllianceWAL-PA4,763$400,4260.02%
473S&P Global Inc ComSPGI763$398,4170.02%
474Axos Financial IncAX4,600$396,3360.02%
475Paycom Software IncPAYC2,478$394,8950.02%
476Janus Detroit STR TR (henderson MTG)47103U8528,565$391,3350.02%
477CVS HealthCVS4,924$390,7690.02%
478Expeditors3021301092,622$390,7050.02%
479Axon Enterprise IncAXON683$387,8970.02%
480Carnival Corp ComCUKPF12,675$387,0950.02%
481iShares Core S&P (mid-Cap Etf)4642875075,855$386,4300.02%
482Vanguard (intermediate Term Corporate Bond Etf)92206C8704,613$386,2750.02%
483Uber TechnologiesUBER4,720$385,6720.02%
484iShares Trust MSCI (emg MKTS ETF Usd Dis)4642872347,028$384,4870.02%
485Fiserv Inc Com STKFISV5,692$382,3320.02%
486Darden RestaurantsDRI2,069$380,7380.02%
487Baidu Inc Spon AdsBAIDF2,912$380,4820.02%
488Cyberark SoftwareM2682V108850$379,1510.02%
489Blue Owl Capital (corporation Com Usd0.01)OWL30,500$379,1150.02%
490United Airls HLDGSUNTCW3,368$376,6100.02%
491Royal Bank Of Canada7800871022,208$376,4420.02%
492Toyota Motor CorpTOYOF1,757$376,1040.02%
493Cohen & Steers IncCNS5,982$375,5300.02%
494J P Morgan Exchange (traded FD Equity Premium)46641Q3326,557$375,3170.02%
495Altria Group IncMO6,502$374,9060.02%
496BHP Group LTD SponBHPLF6,194$373,9320.02%
497iShares MSCI EAFE (etf)4642874653,889$373,4610.02%
498Ecolab IncECL1,421$373,0410.02%
499Wisdomtree TR (us Small Cap Quality Divid Growth FD)WT7,459$370,0870.02%
500Te Connectivity PLC FTEL1,625$369,7040.02%