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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

Pinnacle Bancorp, Inc.

Quarter ended Q4 2024 · Filed January 14, 2025 · Accession 0001703383-25-000001

Total Value
$307.5M
Positions
881
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1Berkshire Hathaway Inc Del Cl ABRK-A36$24.5M8.10%
2Vanguard 500 Index Fund ETF92290836335,437$19.1M6.31%
3Microsoft Corp ComMSFT23,008$9.7M3.20%
4Apple Computer Inc ComAAPL33,081$8.3M2.74%
5iShares Tr Midcap Index FD464287507122,248$7.6M2.52%
6Berkshire Hathaway Inc Del Cl B NewBRK-A14,411$6.5M2.16%
7Amazon Com IncAMZN27,182$6.0M1.97%
8iShares Tr S&P 500 Index4642872009,312$5.5M1.81%
9SPDR Tr Unit Ser 1SPY9,304$5.5M1.80%
10VISA Inc Class A SharesV15,734$5.0M1.64%
11Costco Whsl Corp New Com22160K1055,401$4.9M1.63%
12JP Morgan Chase & Co ComVYLD20,509$4.9M1.62%
13iShares Tr MSCI Eafe Idx46428746558,925$4.5M1.47%
14iShares S&P 500 Barra Value46428740822,434$4.3M1.41%
15Eli Lilly & Co ComLLY5,269$4.1M1.34%
16Alphabet Inc Class AGOOG20,917$4.0M1.31%
17Vanguard Total Bond Mkt92193783554,790$3.9M1.30%
18Meta Platforms Inc Ordinary Shares - Class AMETA6,447$3.8M1.25%
19Vanguard Mega Cap 300 Grwth92191081610,467$3.6M1.19%
20Alphabet Inc Class CGOOG17,425$3.3M1.10%
21Vanguard Div Appreciation92190884416,882$3.3M1.09%
22Vanguard Mega Cap 300 Value92191084025,505$3.2M1.05%
23Vanguard Ttl Stk Mkt ETF92290876910,283$3.0M0.98%
24Procter & Gamble Co74271810916,801$2.8M0.93%
25Vanguard Emerging Mkts ETF92204285860,454$2.7M0.88%
26iShares Tr S&P Smallcap 600 Index Fund46428780423,034$2.7M0.88%
27Johnson & Johnson ComJNJ16,653$2.4M0.80%
28Abbvie Inc ComABBV12,981$2.3M0.76%
29Ishares Tr Short-term Natl Mun Bd Etffd46428815821,481$2.3M0.75%
30iShares 400/Barra Value46428770517,121$2.1M0.71%
31Vanguard Index Fds Growth ETF9229087365,088$2.1M0.69%
32Bank of America Corporation Com06050510446,856$2.1M0.68%
33Vanguard Tax-exempt Bond Index Fund Muni Bnd Tax Exempt Etf92290774640,704$2.0M0.67%
34iShares Core MSCI Eafe ETF46432F84228,425$2.0M0.66%
35Wells Fargo & Co New Com94974610128,294$2.0M0.66%
36Invesco Qqq Trust Series 1 Invsc Srs EtfIVZ3,775$1.9M0.64%
37Vanguard Group, Inc. Short-Term Treasury Etf92206C10229,983$1.7M0.58%
38McDonalds Corp ComMCD5,898$1.7M0.56%
39Chevrontexaco Corp ComCVX11,706$1.7M0.56%
40iShares S&P 500/Barra Grwth46428730916,191$1.6M0.54%
41Proshares Trust S&p 500 Dividend Aristocrats Etf74348A46715,971$1.6M0.53%
42iShares Dow Jones Sel Index46428716811,781$1.5M0.51%
43iShares US Aggregate Bd Fund ETF46428722615,616$1.5M0.50%
44Vanguard Scottsdale Funds Short-Term Corp Bd92206C40919,097$1.5M0.49%
45Vanguard Intermediate Term Treas Index92206C70621,978$1.3M0.42%
46DFA Tax-Mng US Sml Cap ETF25434V50019,129$1.2M0.41%
47iShares Tr Russell 2000 X FD4642876555,633$1.2M0.41%
48iShares Tr Large Grwth46428711913,505$1.2M0.40%
49Vanguard 500 Grwth Index Fund #33419219325053,262$1.2M0.39%
50Pepsico Inc ComPEP7,709$1.2M0.39%
51Accenture PLC Ireland Shs Class AACN3,237$1.1M0.38%
52Unitedhealth Group Inc ComUNH2,248$1.1M0.38%
53Honeywell Intl Inc Com4385161064,760$1.1M0.36%
54Deutsche X-Trackers MSCI Eafe Hedged Equity ETF23305120025,922$1.1M0.35%
55Vanguard Sector Index Fds92290855311,972$1.1M0.35%
56Blackrock Inc NewBLK1,003$1.0M0.34%
57Cisco Sys Inc ComCSCO17,357$1.0M0.34%
58Wal Mart Stores Inc ComWMT11,338$1.0M0.34%
59Vanguard Value ETF9229087445,917$1.0M0.33%
60iShares Tr MBS ETF46428858810,572$969,2410.32%
61Vanguard Index Fds Mid Cap ETF9229086293,609$953,2450.31%
62iShares S&P Nat Muni Bond Fund4642884148,894$947,6590.31%
63Coca Cola Co ComKO14,786$920,5760.30%
64Lowes Cos Inc Com5486611073,705$914,3940.30%
65Schwab Strategic Trust U.S. Tips Etf80852487035,175$908,5700.30%
66Schwab Strategic Tr US Dividend Eq80852479732,529$888,6920.29%
67Automatic Data Processing IncomADP3,020$884,0450.29%
68SPDR Gold Trust Gold ShsGLD3,632$879,4160.29%
69DFA Tax Managed US Targeted Value Fund ETF25434V60915,399$857,1000.28%
70Emerson Elec Co ComEMR6,774$839,5020.28%
71Vanguard FTSE Developed Markets92194385816,866$806,5320.27%
72SPDR Barclarys Short-Term Corporate Bond FD78464A47426,856$801,9200.26%
73Travelers Cos (St Paul Cos)TRV3,318$799,2730.26%
74Vanguard Group, Inc. Mid-Cap Value Etf9229085124,907$793,8050.26%
75Blackrock Institutional Trust Company N.A. Ishares Core Dividend Growth Etf46434V62112,857$788,6480.26%
76Union Pac Corp ComUNP3,368$768,0390.25%
77Cadence Design System IncCDNS2,524$758,3610.25%
78iShares Core MSCI Emerging Markets ETF46434G10314,217$742,4120.25%
79First Trust Exchange-Traded Fund Iii Small Cap Value Alphadex33737M40913,413$737,8490.24%
80Pimco Trust 0-5 Yr Exchange72201R7837,767$727,6130.24%
81Merck & Co Inc New ComMRK7,292$725,4080.24%
82Home Depot Inc ComHD1,813$705,2390.23%
83Nvidia CorpNVDA5,155$692,2650.23%
84Abbott Labs ComABLZF6,117$691,8940.23%
85Exxon Mobil Corp ComXOM6,398$688,2330.23%
86Morgan StanleyMS-PQ5,402$679,1390.22%
87Adobe Systems IncADBE1,517$674,5800.22%
88Spdr Portfolio S&p 500 Value Etf78464A50813,133$671,6220.22%
89iShares Trust Russell Midcap4642874997,474$660,7020.22%
90First Tr Exchange33740F80515,367$660,3200.22%
91US Bancorp IncUSB-PS13,769$658,5710.22%
92AFLAC Inc ComAFL6,262$647,7410.21%
93Disney Walt Co Com Disney2546871065,736$638,7040.21%
94Paychex Inc ComPAYX4,383$614,5840.20%
95Vanguard S & P 500 Value9219327033,282$605,5620.20%
96Cummins Inc ComCMI1,729$602,7290.20%
97General Dynamics Corp ComGD2,269$597,8590.20%
98Zoetis Inc Cl AZTS3,595$585,7330.19%
99Vanguard Mid-Cap Growth ETF9229085382,302$584,1330.19%
100Salesforce Com IncCRM1,735$580,0630.19%
101Vanguard Group, Inc. Total Corporate Bond Etf92206C5737,650$579,1820.19%
102Verizon Communications ComVZ14,235$569,2420.19%
103Vanguard Small Cap9229087512,333$560,5730.19%
104iShares Tr Russell McP Vl4642874734,253$550,0830.18%
105Linde Plc CORP COMMONLIN1,306$546,7830.18%
106Starbucks Corp ComSBUX5,803$529,5240.17%
107Texas Instruments Inc8825081042,803$525,5910.17%
108iShares-Trks MSCI Mkt X46428723412,518$523,5030.17%
109Pfizer Inc ComPFE19,695$522,5080.17%
110Select Sector SPDR Tr Sbi Int-Tech81369Y8032,230$518,5200.17%
111Ishares Gold Trust ETFIAU10,357$512,7750.17%
112Invesco Capital Management LLC S&p 500 Pure Value EtfIVZ5,443$491,0130.16%
113Intercontinental Exchange Incom45866F1043,256$485,1770.16%
114Ishares Trust Ibonds Dec 2026 Term Treasury Etf46436E85821,025$479,5800.16%
115American Century Etf Trust Avantis U.S. Small Cap Value0250728774,961$478,8850.16%
116Servicenow Inc CommonNOW440$466,4530.15%
117Qualcomm Inc ComQCOM3,036$466,3900.15%
118International Business MacHscomINTR2,119$465,8200.15%
119Thermo Electron Corp ComTMO866$450,5190.15%
1203M CoMMM3,464$447,1680.15%
121Raytheon Technologies Corp COMMONRTX3,812$441,1250.15%
122Oracle Corp ComORCL-PD2,647$441,0960.15%
123Vanguard Mega Cap 300 ETF9219108732,068$439,7810.15%
124Mastercard Inc Cl AMA832$438,1060.14%
125iShares Tr Russell1000grw4642876141,084$435,3130.14%
126Ishares Trust Ibonds Dec 2027 Term Treasury Etf46436E84119,110$424,1790.14%
127Vanguard Sm Cap Grwth ETF9229085951,513$423,7310.14%
128Broadcom IncAVGO1,820$421,9490.14%
129Vanguard Sm Cap9229086112,127$421,5290.14%
130Vanguard Total World Stk9220427423,548$416,8190.14%
131Schwab US Mid Cap Etf Charles Mc80852450814,637$405,5910.13%
132Jacobs Solutions INC CORP COMMONJ3,009$402,0630.13%
133Ishares Tr Msci Eafe Minimum Volatilityetf46429B6895,665$400,5720.13%
134Ishare Sector SPDR Energy81369Y5064,619$395,6640.13%
135iShares Tr MSCI Eafe Value Index FD4642888777,471$392,0030.13%
136Schwab U.S. REIT ETF80852484718,372$386,9140.13%
137Ishares Trust Ibonds Dec 2025 Term Treasury Etf46436E86616,275$379,5330.13%
138Alps Sector Div. Dogs00162Q8586,700$378,6280.13%
139Applied Matls Inc Com0382221052,316$376,6510.12%
140Vanguard Group, Inc. Esg U.S. Stock Etf9219107333,586$376,1360.12%
141Invesco Capital Management LLC S&p 500 Equal Weight EtfIVZ2,118$371,1370.12%
142Schwab US Large Cap80852420115,972$370,2310.12%
143Altria Group Inc ComMO7,019$367,0240.12%
144Consolidated Edison Inc ComED4,102$366,0210.12%
145Palo Alto Networks Inc.PANW1,990$362,1000.12%
146Coca-Cola European Partners PLC, London ShsCCEP4,707$361,5450.12%
147Novartis A G Sponsored ADRNVSEF3,712$361,2150.12%
148Texas Pacific Land CorporationTPL325$359,4370.12%
149Vanguard Mtg-Backed92206C7717,756$351,6570.12%
150Waste Mgmt Inc Del Com94106L1091,732$349,5000.12%
151Grainger W W Inc Com384802104330$347,8370.11%
152Deere & Co ComDE817$346,1630.11%
153iShares Tr Russell1000val4642875981,858$343,9720.11%
154Nextera Energy Inc (FPL)NEE-PW4,711$337,7320.11%
155Schwab US Broad Market Etf80852410214,625$331,9880.11%
156Southern Co ComSOMN3,999$329,1980.11%
157Vanguard Sh-Term Inf9220208056,774$327,9970.11%
158Strategic Trust Running Oak Efficient Growth Etf48817R87010,000$327,7000.11%
159Valmont Inds Inc Com9202531011,067$327,2170.11%
160Philip Morris Intl Inc Com7181721092,687$323,3800.11%
161Marathon Pete Corp ComMARA2,309$322,1060.11%
162iShares Lehman 7-10 Yr Index4642874403,467$320,5240.11%
163Taiwan Semiconductor Mfg Ltdsponsored ADR8740391001,584$312,8240.10%
164EOG RES Inc ComEOG2,542$311,5980.10%
165Ishares Trust Ibonds Dec 2028 Term Treasury Etf46436E83314,127$309,4320.10%
166Ishares Lehman 20 Year Pls Treasury Bnd Etf4642874323,502$305,8300.10%
167General Mtrs Co Com37045V1005,691$303,1600.10%
168Schwab Strategic Trust U.S. Large-Cap Growth Etf80852430010,770$300,1600.10%
169Std&Poor MidcapMDY520$296,1820.10%
170iShares Tr US Treas Inflatio4642871762,777$295,8890.10%
171Enbridge Inc ComENNPF6,822$289,4570.10%
172Phillips 66 ComPSX2,535$288,8130.10%
173Marriott Intl Inc New Cl A5719032021,034$288,4240.10%
174Vanguard Group, Inc. Total International Stock Etf9219097684,885$287,8730.10%
175Illinois Tool Wks Inc Com4523081091,132$287,0300.09%
176SPDR DJ Wilshire Sm Cap78464A3003,288$286,8780.09%
177Intuitive Surgical IncISRG544$283,9460.09%
178Spdr Series Trust Portfolio High Yield Bond Etf78468R60611,990$281,4050.09%
179J.P.Morgan Investment Management Inc. JPMorgan Ultra-Short Income Etf46641Q8375,500$277,0350.09%
180AT&T Inc ComT-PC12,122$276,0180.09%
181IShares TR 0-5 YR Tips ETF46429B7472,734$275,0400.09%
182Target CorpTGT2,026$273,8750.09%
183Oneok Inc New ComOKE2,718$272,8870.09%
184Medtronic, Inc.MDT3,412$272,5510.09%
185Williams Sonoma IncWSM1,440$266,6590.09%
186Ishares Core Total Usd Bond Market Etf46434V6135,871$265,3690.09%
187Nike Inc Cl BNKE3,495$264,4670.09%
188I Shares Silver TrustSLV9,856$259,5080.09%
189Laboratory Corp of Amer HldgsLH1,118$256,3800.08%
190Invesco S&p Midcap Low Volatility Etf Invsc S PIVZ4,200$255,4440.08%
191Vanguard Short Term Bond9219378273,263$252,1320.08%
192Duke Energy Corp New Com NewDUKB2,292$246,9400.08%
193S&p Global Inc Ordinary SharesSPGI495$246,5250.08%
194ComcastCCZ6,483$243,3230.08%
195Select Sector SPDR Tr Sbi Int-Finl81369Y6054,986$240,9730.08%
196Dimensional Etf Trust US High Profitability25434V8316,983$235,9560.08%
197Amphenol Corp New Cl A0320951013,394$235,7130.08%
198Intel Corp ComINTC11,588$232,3390.08%
199Transdigm Group Inc CommonTDG183$231,9120.08%
200iShares US Medical4642888103,960$231,0660.08%
201Ecolab IncECL985$230,8050.08%
202Caterpillar Inc Del ComCAT634$229,9900.08%
203Schwab Charles Corp New ComSCHW-PJ3,075$227,5810.08%
204Intuit ComINTU362$227,5170.08%
205First Tr Value Line Divid33734H1065,194$226,6660.07%
206Vanguard Intrmdiate-Term Bd92206C8702,819$226,2810.07%
207United Parcel Service IncUPS1,785$225,0890.07%
208Nuveen Mun Value FD Inc ComNU26,000$223,3400.07%
209Blackrock Institutional Trust Company N.A. Ishares Msci Emerging Markets Min Vol Factor Etf4642865333,800$220,3620.07%
210Vanguard Health Care ETF92204A504866$219,6960.07%
211Prologis INC ReitPLDGP2,074$219,2220.07%
212Masco Corp CommonMAS3,001$217,7830.07%
213Eaton Corp PLC ShsETN647$214,7200.07%
214Northrop Grumman Corp ComNOC457$214,4660.07%
215Spdr Series Trust Portfolio Large Cap Etf78464A8543,109$214,3340.07%
216Sysco Corp ComSYY2,735$209,1180.07%
217Citigroup Inc Com NewC-PR2,920$205,5390.07%
218Tesla IncTSLA500$201,9200.07%
219Invesco Exchange-Traded Self-Indexed Fund Trust Bulletshares 2029 Corporate Bond EtfIVZ10,957$200,9510.07%
220Vanguard World Fds Inf Tech ETF92204A702321$199,5980.07%
221iShares Barclays 1-3 Yr Cr4642886463,849$198,9930.07%
222American Elec Pwr Inc Com0255371012,121$195,6200.06%
223Amgen Inc ComAMGN737$192,0920.06%
224Alerian MLP ETF00162Q4523,986$191,9660.06%
225First Trust Small Cap Growth Alphadex33737M3002,439$188,8520.06%
226First Trust Exchange-Traded Fund Iv Ft Vest S&p 500 Dividend Aristocrats Target Income Etf33739Q7053,747$188,1370.06%
227General Electric Co3696043011,122$187,1380.06%
228First Trust Emerging Markets Small Cap Aphadex ETF33737J3074,880$184,1050.06%
229Pacer Funds Trust US Cash Cows 100 Etf69374H8813,217$181,7170.06%
230Vanguard Intermediate9219378192,422$180,9960.06%
231Bristol Myers Squibb Co ComCELG-RI3,176$179,6350.06%
232Vanguard International Equity Ftse9220427753,110$178,5450.06%
233iShares Barclays Gnma Bond46429B3334,084$175,3260.06%
234Vanguard High Div Yield9219464061,371$174,9260.06%
235First Trust Exchange-Traded Fund Iii Rising Dividend Achievers Etf33738R5062,941$173,9310.06%
236iShares Iboxx Invt Grade Corp Bd Fund4642872421,621$173,1880.06%
237American Tower Corp Class A03027X100934$171,3050.06%
238Blackrock Institutional Trust Company N.A. Ishares Morningstar Mid-Cap Growth Etf4642883072,255$170,3200.06%
239Conocophillips ComCOP1,713$169,8780.06%
240Vanguard Group, Inc. Large Cap Etf922908637614$165,5960.05%
241Uber Technologies INC CORP COMMONUBER2,742$165,3970.05%
242Schwab Strategic Trust U.S. Small-Cap Etf8085246076,368$164,6760.05%
243Ishares Trust S & P 1500 Total US Stock Market Etf4642871501,271$163,4760.05%
244Allstate Corp ComALL-PJ841$162,1360.05%
245J.P. Morgan Exchange-Traded Fund Trust JPMorgan Equity Premium Income Etf46641Q3322,800$161,0840.05%
246First Tr Exchange Traded Fund Iv Low Duration Opportunitiesetf33739Q2003,296$160,4160.05%
247Vanguard Group, Inc. Esg International Stock Etf9219107252,818$159,7810.05%
248Dimensional Etf Trust International Core Equity 225434V7996,120$158,1710.05%
249Paypal Hldgs IncPYPL1,831$156,2760.05%
250SPDR Ser Tr S&P Divid ETF78464A7631,180$155,8780.05%
251Stryker Corp ComSYK430$154,8220.05%
252Arthur J Gallagher Co363576109543$154,1310.05%
253Toronto Dominion BankTORO2,890$153,8640.05%
254First Trust Mid cap Rising Dividend ETF33741X1024,255$152,5420.05%
255Blackrock Institutional Trust Company N.A. Ishares Emerging Markets Dividend Etf4642863195,800$149,8140.05%
256Trust For Professional Managers Activepassive U.S. Equity Etf89834G7294,157$148,6540.05%
257First Trust Exchange-Traded Fund Iii Short Duration Managed Municipal Etf33739P8307,433$147,4710.05%
258Vanguard Russell 1000 Growth Etf92206C6801,412$145,8600.05%
259Invesco Van Kampen MunIVZ15,000$145,8000.05%
260iShares MSCI USA Momentum Factor46432F396703$145,4650.05%
261iShares Midcap 400/Barra4642876061,572$142,9420.05%
262Gilead Sciences StockGILD1,537$141,9730.05%
263Dbx Etf Trust Xtrackers Russell US Multifactor2330514812,600$139,5900.05%
264Colgate Palmolive Co ComCL1,506$136,9100.05%
265Progressive Corp OH743315103568$136,0980.04%
266Invesco Capital Management LLC Bulletshares 2027 Corporate Bond EtfIVZ6,933$135,0550.04%
267Invesco Exchange-Traded Self-Indexed Fund Trust Bulletshares 2031 Corporate Bond EtfIVZ8,395$134,7400.04%
268Air Prods & Chems Inc ComAIIR456$132,2580.04%
269Diageo P L C Spon ADR NewDGEAF1,038$131,9610.04%
270Cintas Corp COMMONCTAS720$131,5440.04%
271NXP Semiconductors NVNXPI628$130,5300.04%
272Spdr Series Trust S&p 400 Mid Cap Value Etf78464A8391,619$129,8440.04%
273State Str Corp ComSTT-PG1,312$128,7730.04%
274Novo Nordisk A/SNONOF1,496$128,6860.04%
275Public StoragePSA-PS425$127,2620.04%
276DFA T.A. US Core Equity Fund ETF25434V7083,670$126,9520.04%
277Blackrock Institutional Trust Company N.A. Ishares Ibonds Dec 2025 Term Corporate Etf46434VBD15,027$125,9260.04%
278Goldman Sachs Activebeta US Large Cap Equity Etf Actvbeta LrgNVGLF1,091$125,6610.04%
279TJX Cos Inc New Com8725401091,038$125,4010.04%
280Chubb LimitedCB452$124,8880.04%
281Sap Aktiengesellschaft Sponsored ADRSAPGF503$123,8440.04%
282First Trust Nasdaq Cybersecurity Etf Cybrscrty33734X8461,942$123,2200.04%
283Vanguard International Dividend Appreciation9219468101,540$123,1850.04%
284ATMOS Energy Corp ComATO881$122,6970.04%
285Vanguard Charlotte Funds Total Intl Bd ETF92203J4072,487$121,9870.04%
286General Mls Inc Com3703341041,895$120,8440.04%
287Ishares MSCI Eafe Growth Index ETF4642888851,243$120,3600.04%
288Booking Holdings Inc Ordinary SharesBKNG24$119,2420.04%
289CME Group Inc Class ACME513$119,1340.04%
290Schw Emg Mkt Eq ETF8085247064,403$117,2520.04%
291Capital Group Companies Inc Global Growth Equity Etf14020X1044,000$116,8800.04%
292Schwab US Large Cap Value ETF8085244094,482$116,8460.04%
293iShares iBonds Dec 2026 Term Corporate46435GAA04,844$116,5950.04%
294Vanguard S&P Mid Cap9219328851,105$116,5780.04%
295Materials Sel Sect SPDR81369Y1001,378$115,9450.04%
296Mondelez Intl Inc Cl A6092071051,936$115,6370.04%
297Baxter Intl Inc Com0718131093,964$115,5900.04%
298Vanguard Extended MKT ETF922908652606$115,1280.04%
299Ameriprise Finl Inc Com03076C106211$112,3430.04%
300First Trust Exchange-Traded Fund Viii Ft Vest Laddered Buffer Etf33740F7553,682$112,1910.04%
301Sherwin Williams CO Sherwin Williams CORP COMMONSHW329$111,8370.04%
302Capital Group Companies Inc Growth Etf14020G1013,000$111,5100.04%
303First Trust Managed ETF33739N1082,150$109,6720.04%
304Shell Plc ADRRYDAF1,675$104,9390.03%
305Schw Intl Eq ETF8085248055,665$104,8030.03%
306SPDR Dow Jones Indl Avrg ETF ut Ser 178467X109246$104,6730.03%
307First Trust Capital Strength ETF33733E1041,188$104,3300.03%
308DFA Tax Managed International Value ETF25434V8072,940$104,3110.03%
309Genuine Parts Co ComGPC871$101,6980.03%
310XCEL Energy Inc ComXELLL1,497$101,0770.03%
311IShares MSCI USA Qlty46432F339551$98,1220.03%
312iShares Tr Russell McP Gr464287481773$97,9780.03%
313PNC Financial Services Group Inc693475105499$96,2320.03%
314First Trust Morningstar3369171092,382$95,8990.03%
315Parker Hannifin CorpPH150$95,4050.03%
316Dupont De Nemours INC CORP COMMONDD1,240$94,5500.03%
317Keysight Technologies IncKEYS586$94,1290.03%
318Boston Scientific Corp CommonBSX1,044$93,2500.03%
319O'Reilly Automotive Inc67103H10778$92,4920.03%
320Wisconsin Energy Corp.WEC982$92,3470.03%
321Vanguard Intl Equity Index9220428741,450$92,0320.03%
322Casey's General Stores Inc147528103232$91,9250.03%
323Kimberly Clark Corp ComKMB700$91,7280.03%
324GE Vernova IncGEV277$91,1140.03%
325Canadian Pac Ry LTD BDRCP1,250$90,4630.03%
326Lockheed Martin Corp ComLMT185$89,8990.03%
327Truist Financial Corp COMMON89832Q1092,059$89,3190.03%
328Wisdomtree Yield Enhanced US Aggregate Bond Fund Enhnc U S Aggre EtfWT2,057$88,2860.03%
329Cons Staple Sector SPDR81369Y3081,119$87,9650.03%
330Boeing Co ComBA-PA494$87,4380.03%
331American Express Co ComAXP294$87,2560.03%
332Wisdomtree International Hedged Quality Dividend Growth FundWT2,000$86,9400.03%
333CVS Corp ComCVS1,932$86,7270.03%
334Dover Corp ComDOV454$85,1700.03%
335Manulife Financial Corp56501R1062,754$84,5750.03%
336Kimco Realty Corp49446R1093,581$83,9030.03%
337Marvell Technology Group LtdMRVL757$83,6110.03%
338Invesco Capital Management LLC S&p 500 Quality EtfIVZ1,245$83,4630.03%
339Spdr Series Trust Nuveen Bloomberg Short Term Municipal Bond Etf78468R7391,726$81,7950.03%
340Cardinal Health Inc ComCAH690$81,6060.03%
341Goldman Sachs Group Inc ComGSCE141$80,7390.03%
342Realty Income CorpO1,500$80,1150.03%
343Broadridge Finl Solutions Incom11133T103354$80,0360.03%
344iShares Rusell Top 200464289446552$79,8800.03%
345Invesco Capital Management LLC S&p Midcap Quality EtfIVZ800$78,7760.03%
346GLOBAL X U.S. PREFERRED ETF37954Y6574,006$78,1570.03%
347Freeport-McMoran CopperFCX2,040$77,6830.03%
348Vanguard Group, Inc. Global ex-U.S. Real Estate Etf9220426761,954$77,3000.03%
349Principal Spectrum Prefered Securites ETF74255Y8884,120$76,6730.03%
350Astrazeneca PLC Sponsored ADRAZN1,159$75,9380.03%
351iShares Barclays Intermediate Cr Bd4642886381,470$75,7200.03%
352Lamb Weston Hldgs Inc CommonLW1,120$74,8500.02%
353First Tr Large Cap Valuealphadex Fund Common Shs33735J101963$73,6310.02%
354Principal Financial Group IncomPFG951$73,6170.02%
355Markel Corp ComMKL42$72,5020.02%
356Trust For Professional Managers Activepassive International Equity Etf89834G7372,586$72,4600.02%
357Fastenal Co ComFAST1,001$71,9820.02%
358J.P. Morgan Exchange-Traded Fund Trust JPMorgan U.S. Quality Factor Etf46641Q7611,237$70,8430.02%
359Advanced Micro Devices IncAMD586$70,7830.02%
360Hasbro IncHAS1,255$70,1670.02%
361Trust For Professional Managers Activepassive Core Bond Etf89834G7522,395$69,4070.02%
362First Trust Exchange-Traded Fund Iii Large Capital Growth Alphadex33735K108500$69,1250.02%
363Blackstone Group INC CLASS A CORP COMMONBX400$68,9680.02%
364Danaher Corp235851102300$68,8650.02%
365Paycom Software IncPAYC332$68,0500.02%
366Nuveen Select Tax-Free Income PortfolioNU4,491$68,0390.02%
367iShares Smallcap 600/Barra V464287887501$67,8200.02%
368Agilent Technologies Inc ComA500$67,1700.02%
369Align Technology IncALGN322$67,1400.02%
370Invesco Exchange-Traded Fund Trust Ii S&p 500 Revenue EtfIVZ678$66,3900.02%
371Fidelity Total Bd ETF3161883091,479$66,3630.02%
372John Hancock Investment Management LLC Multifactor Mid Cap Etf47804J2061,100$65,7030.02%
373First Trust Exchange-Traded Fund Growth Strength Etf33733E8232,086$65,5000.02%
374Hartford Finl Svcs Group InccomHIG-PG592$64,7650.02%
375Invesco Capital Management LLC Russell Top 200 Equal Weight EtfIVZ625$63,9250.02%
376Carrier Global Corp COMMONCARR930$63,4820.02%
377KLA-Tencor Corp ComKLAC100$63,0120.02%
378Ingredion Inc ComINGR456$62,7270.02%
379Capital Group Companies Inc International Focus Equity Etf14019W1092,540$62,6620.02%
380Conagra Foods Inc ComCAG2,258$62,6600.02%
381Anheuser Busch Inbev SA/NV Sponsored ADRBUDFF1,250$62,5880.02%
382Lam Research CorporationLRCX860$62,1180.02%
383SPDR Series Tr Barclays Highyield78468R622644$61,4830.02%
384Sony Corp Amern Sh NewSNEJF2,885$61,0470.02%
385First Trust Exchange-Traded Fund Iv Limited Duration Investment Grade Corporate Etf33738D8043,206$60,4970.02%
386Spotify Technology Sa CORP COMMONSPOT135$60,3960.02%
387Haleon PLC Spon ADS ADRHLNCF6,322$60,3120.02%
388GE Healthcare Technologies INC CORP COMMONGEHC771$60,2770.02%
389Crown Castle Intl Co REITCCI657$59,6290.02%
390Lyondellbasell IndustrieLYB800$59,4160.02%
391SPDR Doubleline Total Return Tactical ETF78467V8481,489$58,6520.02%
392Dominion RES Inc VA New ComD1,087$58,5460.02%
393Capital One Finl Corp Com14040H105328$58,4890.02%
394L3harris Technologies INC CORP COMMONLHX278$58,4580.02%
395Microchip Technology Inc ComMCHPP1,014$58,1530.02%
396Dun & Bradstreet26484T1064,664$58,1130.02%
397Delta Air Lines Inc.DAL940$56,8700.02%
398Welltower IncWELL450$56,7140.02%
399Pgim Etf Trust Ultra Short Bond69344A1071,134$56,1900.02%
400Brookfield Corporation Ordinary Shares - Class A11271J107969$55,6690.02%
401J.P. Morgan Exchange-Traded Fund Trust JPMorgan Core Plus Bond Etf46641Q6701,205$55,5140.02%
402Smucker J M Co Com New832696405502$55,2800.02%
403Vanguard S&P Mid-Cap 400 Value Index ETF921932844578$55,2310.02%
404Palantir TechPLTR730$55,2100.02%
405Vanguard Group, Inc. Long-Term Bond Etf921937793802$54,8810.02%
406First Trust Exchange-Traded Fund Iii Enhanced Short Maturity Etf33739Q408915$54,6900.02%
407Invesco Capital Management LLC Total Return Bond EtfIVZ1,172$54,3810.02%
408John Hancock Investment Management LLC Multifactor Small Cap Etf47804J8421,362$54,1260.02%
409Invesco S&p Smallcap Low Volatility Etf Invsc S P VolatiltyIVZ1,145$54,0750.02%
410Centene CorpCNC885$53,6130.02%
411Otis Worldwide Corp COMMONOTIS572$52,9730.02%
412BHP Billiton LTD Sponsored ADRBHPLF1,084$52,9320.02%
413Church & Dwight Inc ComCHD500$52,3550.02%
414Vanguard S&P Small-Cap 600 Index FD921932828493$52,2780.02%
415NYLI Merger Arbitrage ETF45409B8001,584$52,2090.02%
416Edwards Lifesciences Corp ComEW704$52,1170.02%
417Check Point Software Technologies Ltd. Ordinary SharesM22465104277$51,7160.02%
418Resmed Inc CommonRSMDF225$51,4550.02%
419iShares Tr Rusl 2000 Valu464287630312$51,2210.02%
420iShares iBonds Dec 2027 Term Corporate46435UAA92,135$51,1550.02%
421Invesco S & P 500IVZ486$51,0000.02%
422FedEx Corp ComFDX178$50,0770.02%
423Becton Dickinson & Co ComBDX220$49,9110.02%
424Ishares Edge Msci Intl Quality Factor Etf Qlt Fctr46434V4561,343$49,8520.02%
425Ishares Trust Ibonds Dec 2028 Term Corporate Etf46435U5152,000$49,8000.02%
426Canadian Natl Railway Co136375102489$49,6380.02%
427Avalonbay Cmntys IncAWX225$49,4930.02%
428Albemarle CorpALB-PA573$49,3240.02%
429Invesco Exchange-Traded Fund Trust Ii Nasdaq 100 EtfIVZ234$49,2450.02%
430Invesco S&p 500 Pure Growth Portfolio Powershr EtfIVZ1,185$48,8930.02%
431T-mobile US INC T Mobile CORP COMMONTMUSZ220$48,5610.02%
432Sanofi Aventis Sponsored ADRSNYNF1,006$48,5190.02%
433Berkley W R Corp CommonWRB-PH829$48,5130.02%
434Generac Holdings IncGNRC311$48,2210.02%
435Pimco Total Return72201R775530$47,9230.02%
436Corteva INC CORP COMMONCTVA838$47,7320.02%
437Clorox Co Del ComCLX290$47,0990.02%
438Ryanair Holdings PLCRYAOF1,075$46,8590.02%
439First Trust Dow Jones Globalselect Div33734X2002,100$46,7040.02%
440Autodesk INC CORP COMMONADSK158$46,7000.02%
441Pacer Funds Trust US Small Cap Cash Cows 100 Etf69374H8571,061$46,6740.02%
442Fifth Third Bancorp ComFITBM1,100$46,5080.02%
443Martin Marietta Materials Inc57328410690$46,4850.02%
444iShares JP Morgan Em Bond FD464288281520$46,3010.02%
445Atlassian Corporation PLC ATEAM189$45,9990.02%
446iShares Global Energy ETF4642873411,204$45,9690.02%
447Evergy INC CORP COMMONEVRG740$45,5470.02%
448Discover Finl Svcs Com254709108260$45,0400.01%
449McKesson Corp ComMCK79$45,0230.01%
450Hca Hldgs Inc CommonHCA150$45,0230.01%
451First Trust TCW Unconstrained Plus Bond ETF33740F8881,816$44,7640.01%
452Relx Plc ADR Rep CORP COMMONRLXXF983$44,6480.01%
453SPDR FD-Sh of Beneficial Int81369Y704336$44,2710.01%
454Dell Technologies Inc Ordinary Shares - Class CDELL382$44,0220.01%
455First Trust Dow Jones Internet Index Fund Cf Etf33733E302180$43,7710.01%
456Dimensional US Markets ETF25434V7241,061$43,4160.01%
457Banco Bilbao Vizcaya Argentaria SABBVXF4,391$42,6810.01%
458Constellation Brands INC CLASS A CORP COMMONSTZ191$42,2110.01%
459Apache CorporationAPA1,800$41,5620.01%
460Ammentum HoldingsAMTM1,974$41,5130.01%
461Select Sector SPDR Tr Sbi Healthcare81369Y209300$41,2710.01%
462Fidelity National Information Services INC Informatn Svcs CORP COMMON31620M106510$41,1930.01%
463Firstenergy Corp CommonFE1,034$41,1330.01%
464Fortune Brands Home & Sec IncomFBIN600$40,9980.01%
465Metlife Inc ComMET-PF483$39,5480.01%
466Hilton Worldwide Holdings WIHLT160$39,5460.01%
467BK Nova Scotia Halifax (Canada)064149107735$39,4840.01%
468Nuveen AMT-Free MunicipalNU3,500$39,4800.01%
469Dr Horton Inc23331A109281$39,2890.01%
470Vanguard Group, Inc. Emerging Markets Government Bond Etf921946885616$38,9000.01%
471Blackrock, Inc. (US) Blackrock Muniyield Quality Fund, IncBLK3,355$38,6500.01%
472Warner Bros Discovery Inc NPVWBD3,619$38,2530.01%
473Blackrock, Inc. (US) Blackrock Municipal Income Quality TrustBLK3,495$37,9210.01%
474Blackrock Muniholdings QTYBLK3,760$37,6000.01%
475Enovis CorpENOV850$37,2980.01%
476Blackrock Institutional Trust Company N.A. Ishares Broad USD High Yield Corporate Bond Etf46435U8531,004$36,9370.01%
477Fomento Economico Mexicano Sab De Cv Econ ADR Representing 10 CORP COMMON344419106429$36,6750.01%
478Analog Devices Inc ComADI169$35,9060.01%
479DNP Select Income Fund Inc23325P1044,051$35,7300.01%
480GSK PLc Sponsored ADRGLAXF1,056$35,7140.01%
481iShares Tr Russell 2000 Grw464287648124$35,6900.01%
482Capital Group Municipal Inc ETF14020Y2011,316$35,4270.01%
483Nuveen Bloomberg Municipal Bond ETF78468R721774$35,3130.01%
484Prudential Finl Inc ComPUKPF297$35,2030.01%
485Williams Cos Inc Del Com969457100650$35,1780.01%
486Trade Desk INC CLASS A CORP COMMON88339J105299$35,1410.01%
487Charles River Laboratories International INC Chrls Labs CORP COMMON159864107190$35,0740.01%
488Cognizant Technology Solutiocl ACTSH456$35,0660.01%
489Healthpeak PropertiesDOC1,725$34,9660.01%
490Invesco LtdIVZ2,000$34,9600.01%
491Kinder Morgan Inc Del ComEP-PC1,262$34,5790.01%
492Invesco S&P 500 Top 50 ETFIVZ692$34,5760.01%
493Dow INC CORP COMMONDOW855$34,3110.01%
494Schlumberger LTD ComSLB891$34,1610.01%
495Fiserv INC CORP COMMONFISV165$33,8940.01%
496Anthem IncELV91$33,5700.01%
497Norfolk Southern Corp Com655844108141$33,0930.01%
498Alibaba Group Hldg LTD Spon ADRBBAAY388$32,8990.01%
499Kkr & CO INC And CLASS A CORP COMMONKKRT221$32,6880.01%
500Dollar General Corp256677105430$32,6030.01%