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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

Valeo Financial Advisors, LLC

Quarter ended Q3 2023 · Filed July 14, 2023 · Accession 0001722641-23-000006

Total Value
$2.19B
Positions
623
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETFSPY922,558$402.5M18.51%
2ISHARES S&P SMALLCAP 600 ETF4642878041,663,420$152.4M7.01%
3APPLE INCAAPL630,478$113.8M5.23%
4INVESCO S&P 500 EQUAL WEIGHT ETFIVZ833,962$110.2M5.07%
5VANGUARD SHORT TERM CORP BOND FD ETF92206C4091,502,079$87.5M4.03%
6ISHARES S&P 500 INDEX464287200164,866$73.5M3.38%
7MICROSOFTMSFT209,902$61.1M2.81%
8VANGUARD INTERMEDIATE-TERM TREASURY ETF92206C706966,016$56.7M2.61%
9LILLY ELI & CO COMLLY103,384$48.5M2.23%
10ISHARES MSCI EAFE ETF464287465596,419$43.2M1.99%
11BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A274,397$40.0M1.84%
12AMAZON.COM INCAMZN275,266$35.9M1.65%
13VANGUARD FTSE EMERGING MARKETS ETF922042858753,236$30.6M1.41%
14ISHARES RUSSELL 2000 ETF464287655126,500$23.7M1.09%
15GOOGLE INCGOOG197,490$23.6M1.09%
16VANGUARD FTSE DEVELOPED MARKETS ETF921943858490,737$22.7M1.04%
17JPMORGAN CHASE & CO COMVYLD172,755$21.6M0.99%
18ISHARES CORE MSCI EAFE46432F842318,579$21.5M0.99%
19VANGUARD S&P 500 ETF92290836339,759$16.2M0.74%
20ALPHABET INC CAP STK CL CGOOG168,744$15.6M0.72%
21NVIDIA CORPNVDA36,577$15.5M0.71%
22JOHNSON & JOHNSON COMJNJ119,255$15.1M0.69%
23VISA INCV57,091$13.6M0.62%
24PROCTER AND GAMBLE CO COM74271810987,060$13.2M0.61%
25TESLA MOTORS INC TSLA44,705$11.7M0.54%
26SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R853268,532$10.4M0.48%
27POWERSHARES QQQ TRIVZ27,206$10.1M0.46%
28ORACLE CORPORATIONORCL-PD76,821$9.1M0.42%
29META PLATFORMS INC CL AMETA71,047$9.1M0.42%
30ISHARES RUSSELL 1000 VALUE ETF46428759857,473$9.1M0.42%
31PEPSICO INC COMPEP76,363$9.1M0.42%
32MERCK & CO INCMRK95,402$8.8M0.41%
33ISHARES RUSSELL 1000 GROWTH ETF46428761431,847$8.8M0.40%
34HOME DEPOTHD27,566$8.6M0.39%
35MASTERCARD INC MA21,171$8.3M0.38%
36EXXON MOBIL CORP COMXOM93,957$8.3M0.38%
37ISHARES MSCI EMERGING MARKETS ETF464287234214,862$8.2M0.38%
38PFIZER INC COMPFE218,920$8.0M0.37%
39DISNEY WALT CO COM254687106115,855$7.6M0.35%
40COSTCO WHOLESALE CORP22160K10513,890$7.5M0.34%
41BERKSHIRE HATHAWAY INC DEL CL ABRK-A14$7.2M0.33%
42MCDONALDS CORP COMMCD24,287$7.2M0.33%
43RAYTHEON TECHNOLOGIES CORP COMRTX99,193$7.0M0.32%
44LOCKHEED MARTIN CORPLMT15,270$7.0M0.32%
45WALMART INC COMWMT43,906$6.9M0.32%
46MERCHANTS BANCORP IND COMMBINN265,993$6.8M0.31%
47BOEING CO COMBA-PA59,719$6.5M0.30%
48CHEVRON CORP NEW COMCVX59,142$6.4M0.30%
49PARAGON 28 INC COM69913P105337,095$6.0M0.28%
50BANK AMERICA CORP COM060505104205,222$5.9M0.27%
51COCA COLA CO COMKO125,257$5.8M0.27%
52ABBVIE INC COMABBV76,643$5.7M0.26%
53VANGUARD TOTAL STOCK MARKET ETF92290876925,667$5.7M0.26%
54UNITEDHEALTH GROUPUNH11,636$5.6M0.26%
55SALESFORCE COM CRM72,039$5.5M0.25%
56VANGUARD VALUE ETF92290874436,139$5.1M0.24%
57AMGEN INCAMGN45,425$5.1M0.24%
58ISHARES TR RUSSELL 1000 INDEX ETF46428762220,626$5.0M0.23%
59CVS HEALTH CORP COMCVS72,250$5.0M0.23%
60ISHARES CURRENCY HEDGED MSCI EAFE ETF46434V803155,511$4.8M0.22%
61ZIMMER HLDGS INCZBH32,474$4.7M0.22%
62PHILIP MORRIS INTL INC71817210948,406$4.7M0.22%
63CATERPILLAR INC COMCAT18,929$4.7M0.21%
64ISHARES CORE MSCI EMERGING MKTS46434G10393,143$4.6M0.21%
65VERIZON COMMUNICATIONSVZ122,774$4.6M0.21%
66UNITED PARCEL SERVICE INCUPS25,358$4.5M0.21%
67CISCO SYS INCCSCO83,518$4.3M0.20%
68CONSTELLATION BRANDS INC CL ASTZ31,883$4.2M0.19%
69NIKE INC CLASS BNKE37,924$4.2M0.19%
70DEERE & CO COMDE10,245$4.2M0.19%
71ISHARES ESG AWARE MSCI USA ETF46435G42542,498$4.1M0.19%
72FEDEX CORPFDX16,603$4.1M0.19%
73STARBUCKS CORPSBUX71,534$4.1M0.19%
74VANGUARD TAX-EXEMPT BOND ETF92290774680,654$4.1M0.19%
75ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G76475,946$3.9M0.18%
76FORD MOTOR COMPANY345370860253,219$3.8M0.18%
77GITLAB INC CLASS A COMGTLB74,428$3.8M0.17%
78HONEYWELL INTL INC43851610618,242$3.8M0.17%
79VANGUARD SHORT-TERM TREASURY ETF92206C10265,404$3.8M0.17%
80INTEL CORP COMINTC110,261$3.7M0.17%
81FIRST MID ILL BANCSHARES INC COM320866106152,397$3.7M0.17%
82HILLENBRAND INCORPORATED 43157110870,343$3.6M0.17%
83TECHNOLOGY SELECT SECTOR SPDR81369Y80320,273$3.5M0.16%
84COMCAST CORP NEW CL ACCZ117,065$3.5M0.16%
85KIMBALL ELECTRONICS INC COMKE114,755$3.2M0.15%
86SNOWFLAKE INC CL ASNOW17,753$3.1M0.14%
87CITIGROUP INCC-PR66,946$3.1M0.14%
88ISHARES CORE S&P MID CAP ETF46428750711,711$3.1M0.14%
89BROADCOM INC COMAVGO3,518$3.1M0.14%
90AT&T INC COMT-PC197,934$3.1M0.14%
91TARGET CORP COMTGT22,686$3.0M0.14%
92NETFLIX COM INCNFLX6,779$3.0M0.14%
93ISHARES S&P 500 VALUE ETF46428740817,748$2.9M0.13%
94CUMMINS INC COMCMI11,655$2.9M0.13%
95ABBOTT LABS COMABLZF25,857$2.8M0.13%
96UNION PAC CORP COMUNP13,581$2.8M0.13%
97PROLOGIS SHARE BENEFICIAL INTPLDGP22,387$2.7M0.13%
98GOLDMAN SACHS GROUP INCGSCE27,054$2.6M0.12%
99WELLS FARGO CO NEW COM94974610160,586$2.6M0.12%
100CHARLES SCHWAB CORPSCHW-PJ44,987$2.5M0.12%
101ENTERPRISE PRODS PARTNERS L P29379210795,274$2.5M0.12%
102DANAHER CORP 23585110210,320$2.5M0.11%
103MONDELEZ INTL INC CL A60920710533,845$2.5M0.11%
104QUALCOMM INCQCOM45,134$2.5M0.11%
105OCCIDENTAL PETE CORP COM67459910540,731$2.4M0.11%
106ELEVANCE HEALTH INC COMELV5,368$2.4M0.11%
107PAYPAL HLDGS INC COMPYPL58,468$2.4M0.11%
108SCHWAB STRATEGIC TR US LRG CAP ETF80852420144,809$2.3M0.11%
109VANGUARD SMALL CAP VALUE ETF92290861120,984$2.3M0.11%
110AMERICAN EXPRESS CO COMAXP13,164$2.3M0.11%
111EATON CORP PLC SHSETN11,364$2.3M0.11%
112ISHARES TR S&P 1500 INDEX FD46428715022,925$2.2M0.10%
113CONOCOPHILLIPS COMCOP21,334$2.2M0.10%
114BRISTOL-MYERS SQUIBB CO COMCELG-RI52,909$2.2M0.10%
115ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIPET-PI171,486$2.2M0.10%
116ADOBE SYS INCADBE4,411$2.2M0.10%
117ALTRIA GROUP INC COMMO46,276$2.1M0.10%
118EQUINIX INC COMEQIX2,649$2.1M0.10%
119ISHARES DJ SELECT DIVIDEND46428716818,194$2.1M0.09%
120ISHARES S&P 500 GROWTH ETF46428730929,216$2.1M0.09%
121STRYKER CORPSYK6,646$2.0M0.09%
122FINANCIAL SELECT SECTOR SPDR81369Y60559,543$2.0M0.09%
123GENERAL MLS INC COM37033410426,018$2.0M0.09%
124ROYAL DUTCH SHELL PLC-ADRRYDAF43,516$2.0M0.09%
125TJX COS INC NEW COM87254010923,492$2.0M0.09%
126PIONEER NATURAL RESOURCES CO7237871079,577$2.0M0.09%
127MEDTRONIC PLC SHSMDT22,326$2.0M0.09%
128GENERAL ELECTRIC CO COM NEW36960430117,602$1.9M0.09%
129KIMBERLY-CLARK CORP COMKMB13,789$1.9M0.09%
130BLACKROCK INC BLK2,740$1.9M0.09%
131SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF80852477132,554$1.9M0.09%
132VANGUARD FTSE ALL-WORLD EX-US92204277533,609$1.8M0.08%
133BP PLC SPONSORED ADRBPPFF61,317$1.8M0.08%
134DIMENSIONAL US MARKETWIDE VALUE ETF25434V72452,281$1.8M0.08%
135DUKE ENERGY CORP NEW COM NEWDUKB19,413$1.7M0.08%
136VANGUARD GROWTH ETF9229087366,108$1.7M0.08%
137LABORATORY CORP OF AMERICA 50540R4097,124$1.7M0.08%
138VANGUARD TOTAL INTERNATIONAL STOCK ETF92190976830,392$1.7M0.08%
139ENERGY SELECT SECTOR SPDR81369Y50620,974$1.7M0.08%
140INTL BUSINESS MACHINESINTR12,666$1.7M0.08%
141ISHARES TR HIGH DIVID EQUITY FD46429B663161,186$1.7M0.08%
142THERMO FISHER SCIENTIFIC INC COMTMO3,185$1.7M0.08%
143SHOPIFY INC CL ASHOP25,379$1.6M0.08%
144ACCENTURE PLC CLASS AACN5,310$1.6M0.08%
145WASTE MANAGEMENT INC94106L1099,375$1.6M0.07%
146INSPIRE MED SYS INC COM4577301094,969$1.6M0.07%
147LEGGETT & PLATT INC COMLEG53,604$1.6M0.07%
148ISHARES TR RUSSELL MIDCAP INDEX FD46428749921,498$1.6M0.07%
149S&P GLOBAL INC COMSPGI3,912$1.6M0.07%
150DIAGEO PLCDGEAF34,884$1.5M0.07%
151AUTOMATIC DATA PROCESSING INC COMADP7,033$1.5M0.07%
152VERTEX PHARMACEUTICALS INVRTX4,311$1.5M0.07%
153TG THERAPEUTICS INC COMTGTX60,300$1.5M0.07%
154CIGNA CORP 1255231005,257$1.5M0.07%
155MORGAN STANLEYMS-PQ17,256$1.5M0.07%
156LOWES COS INC COM5486611076,518$1.5M0.07%
157TEXAS INSTRS INC COM8825081048,148$1.5M0.07%
158GENERAL DYNAMICS CORP COMGD6,791$1.5M0.07%
159LINDE PLC SHSLIN3,756$1.4M0.07%
160ISHARES CREDIT BOND ETF46428862028,405$1.4M0.07%
161SCHLUMBERGER LTD COM STKSLB28,795$1.4M0.07%
162CONSUMER DISCRETIONARY SEL SECTOR SPDR FD 81369Y4078,323$1.4M0.06%
163ISHARES RUSSELL 2000 GROWTH INDEX 4642876485,803$1.4M0.06%
164CSX CORPCSX41,137$1.4M0.06%
165KRAFT HEINZ CO COMKHC39,492$1.4M0.06%
166INVESCO TREASURY COLLATERAL ETFIVZ13,238$1.4M0.06%
167NOVO-NORDISK A/S ADR ADR CMNNONOF8,573$1.4M0.06%
168UNILEVER PLC SPON ADR NEWUNLYF26,525$1.4M0.06%
1693M CO COMMMM13,759$1.4M0.06%
170ISHARES RUSSELL 2000 VALUE4642876309,657$1.4M0.06%
171NORFOLK SOUTHERN CRP6558441085,989$1.4M0.06%
172SPDR GOLD ETFGLD7,337$1.3M0.06%
173TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD87403910012,824$1.3M0.06%
174PALO ALTO NETWORKS INC COMPANW4,967$1.3M0.06%
175ARES MANAGEMENT CORPORATION CL A COM STKARES-PB13,117$1.3M0.06%
176ADVANCED MICRO DEVICES INC COMAMD11,093$1.3M0.06%
177BK OF AMERICA CORP 7.25 CNV PFD06050568293,377$1.3M0.06%
178PHILLIPS 66PSX12,873$1.2M0.06%
179CINCINNATI FINL CORP COM17206210112,608$1.2M0.06%
180ASTRAZENECA PLC- SPONS ADRAZN17,001$1.2M0.06%
181KELLOGG CO COMBEKE17,794$1.2M0.06%
182LENNAR CORP CL ALEN-B9,496$1.2M0.05%
183ISHARES MSCI EAFE GROWTH INDEX ETF46428888512,456$1.2M0.05%
184NEXTERA ENERGY INC COMNEE-PW16,006$1.2M0.05%
185SCHWAB US LARGE CAP VALUE ETF 80852440917,702$1.2M0.05%
186EXP WORLD HLDGS INC COMEXPI57,290$1.2M0.05%
187ISHARES AGGREGATE BOND ETF46428722611,788$1.2M0.05%
188NORTHROP GRUMMAN CORP COMNOC2,526$1.2M0.05%
189ASML HOLDING N V N Y REGISTRY SHSASMLF1,582$1.1M0.05%
190ISHARES TR MSCI ACWIINDEX FD46428825711,525$1.1M0.05%
191ISHARES MSCI USA MOMENTUM FACTOR ETF46432F3967,620$1.1M0.05%
192AIR PRODS & CHEMS INC COMAIIR3,642$1.1M0.05%
193DEVON ENERGY CORP 25179M10322,524$1.1M0.05%
194HERSHEY CO COMHSY4,354$1.1M0.05%
195APPLIED MATLS INC COM0382221057,410$1.1M0.05%
196AFLAC INC COMAFL15,285$1.1M0.05%
197WISDOMTREE U.S. LARGECAP DIVIDEND FUNDWT16,699$1.1M0.05%
198VANGUARD SMALL CAP ETF9229087515,288$1.1M0.05%
199VANGUARD DIVIDEND APPRECIATION ETF9219088446,448$1.0M0.05%
200VANGUARD INFORMATION TECHNOLOGY92204A7022,342$1.0M0.05%
201SIMON PROPERTY GROUP INC8288061098,949$1.0M0.05%
202TERRE HAUTE FIRST FINANCIAL32021810031,547$1.0M0.05%
203SPDR HIGH YIELD BOND ETF78468R62210,907$1.0M0.05%
204INTUITIVE SURGICAL, INC.ISRG2,925$1.0M0.05%
205EMERSON ELEC CO COMEMR11,055$999,2290.05%
206VANGUARD TOTAL WORLD STOCK ETF92204274210,268$995,7860.05%
207PNC FINL SVCS GROUP INC COM6934751057,861$990,1290.05%
208DIMENSIONAL INTERNATIONAL VALUE ETF25434V80729,940$983,5240.05%
209SOUTHERN CO COMSOMN13,954$980,2780.05%
210NXP SEMICONDUCTORS NV COMNXPI4,679$957,6880.04%
211BLACKSTONE GROUP LPBX10,263$954,1650.04%
212DELTA AIR LINES INC DEL CMNDAL19,956$948,6860.04%
213VANGUARD ENERGY92204A3068,363$944,1380.04%
214US BANCORP DEL COM NEWUSB-PS28,135$929,5930.04%
215SCHWAB INTERNATIONAL EQUITY ETF80852480525,571$911,5940.04%
216NEW MOUNTAIN FIN CORP 64755110073,250$911,2300.04%
217AMERICAN INTL GROUP INC COM NEW02687478415,674$901,8700.04%
218BANK NEW YORK MELLON CORP COM06405810020,027$891,6150.04%
219ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF46435G24337,005$884,7900.04%
220ISHARES ESG AWARE US AGGREGATE BOND ETF46435U54918,571$875,9940.04%
221R1 RCM INC COM77634L10546,983$866,8360.04%
222MARSH & MCLENNAN COS INC COM5717481024,564$858,3400.04%
223COLUMBIA EM CORE EX-CHINA ETF19762B20229,858$853,9500.04%
224INTUIT INCINTU1,858$851,3390.04%
225UBER TECHNOLOGIES INC COMUBER19,696$850,2770.04%
226DIMENSIONAL U.S. SMALL CAP ETF25434V50015,463$847,3790.04%
227YUM! BRANDS INCYUM6,087$843,3950.04%
228TRUIST FINL CORP COM89832Q10927,628$838,5030.04%
229DOW INC COMDOW15,402$820,3110.04%
230DOMINION RESOURCES INCD15,817$819,1380.04%
231SCHWAB US LARGE CAP GROWTH ETF 80852430010,904$817,2550.04%
232COLGATE PALMOLIVE CO COMCL10,606$817,1030.04%
233ISHARES ESG AWARE MSCI EAFE ETF46435G51611,189$816,0140.04%
234MARATHON PETE CORPMARA6,942$809,3960.04%
235TOTAL SA ADRTTE13,919$802,2910.04%
236MIDLAND STATES BANCORP INC COMMSBIP39,866$793,7320.04%
237INDUSTRIAL SELECT SECTOR SPDR81369Y7047,381$792,1290.04%
238ABERCROMBIE & FITCH CO CL AANF20,819$784,4670.04%
239SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF78468R78821,154$784,3850.04%
240ISHARES ESG AWARE MSCI USA SMALL-CAP ETF46435U66321,912$778,3070.04%
241CBS CORP CL B92556H20648,862$777,4000.04%
242BECTON DICKINSON & CO COMBDX2,931$773,8960.04%
243MERCADOLIBRE INCMELI639$756,9590.03%
244SANOFI SASNYNF13,930$750,8270.03%
245NOVARTIS AG ADRNVSEF7,363$743,0350.03%
246BOSTON SCIENTIFIC CORPBSX13,682$740,0590.03%
247CONSUMER STAPLES SELECT SECTOR SPDR81369Y3089,922$735,9110.03%
248ISHARES SEMICONDUCTOR ETF4642875231,448$734,5170.03%
249AMERICAN TOWER CORP03027X1003,782$733,4670.03%
250CINTAS CORP CTAS1,471$731,2160.03%
251MICROCHIP TECHNOLOGY INC MCHPP8,112$726,7700.03%
252ZOETIS INC COM CL AZTS4,215$725,8010.03%
253FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD33733E3024,435$722,8610.03%
254AON CORPAON2,041$704,3810.03%
255ESSEX PPTY TR REIT2971781052,947$690,4820.03%
256CHUBB LIMITED COMCB3,584$690,0390.03%
257GILEAD SCIENCES INCGILD8,851$682,1420.03%
258HUNTINGTON BANCSHARES INC COMHBANP63,160$680,8630.03%
259ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F83410,842$678,9020.03%
260ILLINOIS TOOL WKS INC COM4523081092,690$673,0440.03%
261TRAVELERS COMPANIES INC COMTRV3,844$667,6330.03%
262CALUMET SPCLTY PRDCTS PRTNRS13147610342,023$666,4920.03%
263VANGUARD MID CAP 9229086293,005$661,5940.03%
264GSK PLC SPONSORED ADRGLAXF18,558$661,4160.03%
265MOODYS CORPMCO1,902$661,3830.03%
266FRANKLIN ELEC INC COMFELE6,413$659,8980.03%
267WELLS FARGO CO NEW PERP PFD CNV A94974680481,872$658,5230.03%
268SPDR DOW JONES INDUSTRIAL ETF78467X1091,906$655,3780.03%
269VANGUARD INTERMEDIATE TERM CORP BOND FD ETF92206C8708,243$651,4740.03%
270BOOKING HOLDINGS INC COMBKNG241$651,2390.03%
271ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY7,786$648,9670.03%
272INTERNATIONAL PAPER CO COM46014610320,047$637,6850.03%
273PROSHARES ULTRA TECHNOLOGY74347R69314,160$637,3420.03%
274VANGUARD ESG U.S. STOCK ETF9219107338,116$635,8910.03%
275ISHARES US REAL ESTATE ETF4642877397,281$630,1130.03%
276SUNCOR ENERGY COM NPV ISIN CA8672291066 SEDOL 2861142EXCHANGED FOR ONE SHARSU21,489$630,0470.03%
277ANALOG DEVICES INC COMADI3,234$629,9180.03%
278INTERCONTINENTAL EXCH INTL45866F1045,534$625,7280.03%
279DIMENSIONAL U.S. EQUITY ETF25434V40112,817$617,2670.03%
280BORG WARNER AUTOMOTIVE INCBWA12,611$616,8030.03%
281SERVICENOW INC COMNOW1,091$613,1090.03%
282VANGUARD HIGH DIVIDEND YIELD9219464065,743$609,1560.03%
283ISHARES MSCI USA QUALITY FACTOR ETF46432F3394,455$600,7990.03%
284VANGUARD MID-CAP GROWTH ETF9229085382,888$594,3570.03%
285SPDR SER TR S&P DIVID ETF78464A7634,842$593,4790.03%
286VMWARE INC CL A CLASS A9285634024,061$583,4530.03%
287HUBSPOT INC COMHUBS1,095$582,6390.03%
288KEYCORP COM49326710863,010$582,2100.03%
289GENERAL MOTORS CORP37045V10015,090$581,8530.03%
290LOUISIANA PACIFICLPX7,729$579,4910.03%
291LAM RESEARCH CORPLRCX893$573,8140.03%
292GERMAN AMERICAN BANCORP 37386510421,098$573,4440.03%
293ISHARES CORE DIVIDEND GROWTH ETF46434V62111,084$571,1590.03%
294REAVES UTIL INCOME FD COM SH BEN INT75615810120,718$568,0780.03%
295DOLLAR TREE STORES INCDLTR3,955$567,5430.03%
296SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF78468R40822,975$567,4920.03%
297FORTINET INC COMFTNT7,491$566,2450.03%
298ISHARES 1-3 YR TREASURY BOND ETF4642874576,952$563,6680.03%
299ISHARES MSCI EAFE VALUE INDEX ETF46428887711,478$561,7330.03%
300ADVANCE AUTO PARTS INC AAP7,875$553,6040.03%
301CAPITAL ONE FINANCIAL CORP14040H1054,938$540,0690.02%
302IDEXX LABS INC 45168D1041,067$535,8790.02%
303DUPONT DE NEMOURS INC COMDD7,485$534,7620.02%
304DEFINITIVE HEALTHCARE CORP CLASS A COMDH48,429$532,7190.02%
305AMERICAN ELEC PWR CO INC COM0255371016,239$525,3500.02%
306ENTERGY CORP NEW COMENO5,373$523,2080.02%
307SHERWIN WILLIAMS CO COMSHW1,964$521,4810.02%
308SCHWAB ETFS- US SMALL-CAP ETF80852460711,895$520,9890.02%
309COPA HOLDINGS SA CL ACPA4,695$519,1910.02%
310TE CONNECTIVITY LTDTEL3,692$517,4710.02%
311O REILLY AUTOMOTIVE INC67103H107542$517,2950.02%
312SOUTHWEST AIRLS CO COM84474110814,247$515,8680.02%
313SONY GROUP CORPORATION SPONSORED ADRSNEJF5,676$511,0220.02%
314CORNING INC COMGLW14,564$510,3110.02%
315CENTRAL FUND OF CANADA LTDSII28,237$508,8310.02%
316ISHARES SILVER TRUST ETFSLV24,353$508,7340.02%
317KROGER CO COMKR10,807$507,9240.02%
318UPSTART HLDGS INC COMUPST14,181$507,8220.02%
319FREEPORT MCMORAN COPPER FCX12,693$507,7050.02%
320CONAGRA BRANDS INC COMCAG14,919$503,0660.02%
321GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC6,185$502,4720.02%
322NUCOR CORP COMNUE3,052$500,4930.02%
323CARRIER GLOBAL CORPORATION COMCARR10,002$497,2110.02%
324GUGGENHEIM STRATEGIC OPPORTUN COM SBIGOF31,239$496,7000.02%
325LYONDELLBASELLLYB5,336$490,0270.02%
326THE TRADE DESK INC COM CL A88339J1056,300$486,4860.02%
327TOYOTA MOTOR CORP ADSTOYOF3,018$485,1440.02%
328ISHARES CORE S&P US VALUE ETF4642876636,151$481,3950.02%
329PARKER-HANNIFIN CORP COMPH1,234$481,2140.02%
330PIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX FD72201R7835,275$481,0370.02%
331MCKESSON CORPMCK1,122$479,4010.02%
332FIFTH THIRD BANCORPFITBM41,200$479,1700.02%
333MARTIN MARIETTA MATLS INC5732841061,033$476,9260.02%
334BHP GROUP LTD SPONSORED ADSBHPLF7,958$474,8540.02%
335RYDER SYS INC COMR5,558$471,2630.02%
336VANGUARD REIT INDEX ETF9229085535,635$470,8750.02%
337EDWARDS LIFESCIENCES CORP COMEW4,951$467,0280.02%
338CORTEVA INC COMCTVA8,128$465,7560.02%
339EOG RESOURCES INCEOG4,066$465,3420.02%
340MODERNA INC COMMRNA3,819$464,0030.02%
341ADVANCED DRAIN SYS INC DEL COM00790R1044,019$457,3150.02%
342TERADATA CORPTDC8,475$452,6500.02%
343SOFI TECHNOLOGIES INC COMSOFI54,116$451,3270.02%
344REPUBLIC SERVICES INC 7607591002,881$441,3060.02%
345SCHWAB US DIVIDEND EQUITY ETF8085247976,040$438,5950.02%
346FIRST INTERNET BANCORPINBKZ29,170$433,1690.02%
347YUM CHINA HLDGS INC COMYUMC7,640$431,6610.02%
348FISERV INCFISV3,397$428,5320.02%
349OTIS WORLDWIDE CORP COMOTIS4,737$421,6090.02%
350ISHARES RUSSELL MIDCAP VALUE INDEX4642874733,774$414,5440.02%
351BRITISH AMERICAN TOBACCO 11044810712,422$412,4050.02%
352GLAUKOS CORP COMGKOS5,770$410,8820.02%
353ISHARES DJ US TECHNOLOGY4642877213,750$408,3120.02%
354NEWMONT CORP COMNEMCL9,483$404,5530.02%
355ISHARES MSCI USA MIN VOL FACTOR ETF46429B6975,441$404,4300.02%
356IQVIA HLDGS INC COMIQV1,795$403,4620.02%
357ONEOK INC NEW COMOKE6,532$403,1610.02%
358ROCKWELL AUTOMATION INC COMROK1,219$401,6220.02%
359NORTHERN TR CORP COMNTRSO5,393$399,8370.02%
360HSBC HOLDINGS PLC SPONS ADRHBCYF10,083$399,4880.02%
361AMERIPRISE FINANCIAL INC.03076C1061,196$397,2900.02%
362ALASKA AIR GROUP INC COMALK7,423$394,7470.02%
363CRISPR THERAPEUTICS AG NAMEN AKTCRSP6,996$392,7550.02%
364ISHARES MSCI EAFE SMALL CAP ETF4642882736,659$392,7490.02%
365GENUINE PARTS CO COMGPC2,316$391,9390.02%
366FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF3160928082,998$391,6850.02%
367PROSHARES ULTRA SEMICONDUCTORS74347R6699,240$390,2050.02%
368COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y8525,991$389,8940.02%
369VANGUARD LARGE CAP9229086371,916$388,4120.02%
370R1 RCM INC COM77634L10521,008$387,5980.02%
371CHIPOTLE MEXICAN GRILL INCCMG181$387,1590.02%
372STEEL DYNAMICS INCSTLD3,522$383,6870.02%
373CROWDSTRIKE HLDGS INC CL ACRWD2,583$379,4280.02%
374MONSTER BEVERAGE CORP NEW COMMNST6,586$378,3000.02%
375METLIFE INC COMMET-PF6,691$378,2270.02%
376SEATTLE GENETICS INCSE1,953$375,8740.02%
377LULULEMON ATHLETICA INCLULU992$375,5470.02%
378CHARTER COMMUNICATIONS INC NEW CL A16119P1081,019$374,3500.02%
379ENGINE NO. 1 TRANSFORM 500 ETF29287L1067,235$373,3260.02%
380VANGUARD SMALL-CAP GROWTH ETF9229085951,615$371,0620.02%
381REGENERON PHARMACEUTICALS INCREGN516$370,7670.02%
382CHURCHILL DOWNS INC COMCHDN2,654$369,3570.02%
383SCHWAB U.S. BROAD MARKET ETF8085241027,122$368,2110.02%
384WP CAREY INC COM92936U1095,386$363,8870.02%
385HCA HEALTHCARE INC COMHCA1,198$363,5690.02%
386PRUDENTIAL FINL INCPUKPF4,108$362,3860.02%
387ALLSTATE CORPALL-PJ3,323$362,3400.02%
388ETFS GOLD TRUST ETF00326A10419,704$361,9620.02%
389AVALONBAY CMNTYS INC COMAWX1,907$360,9110.02%
390L3HARRIS TECHNOLOGIES INC COMLHX1,841$360,4950.02%
391OLD NATL BANCORP IND68003310725,813$359,8380.02%
392PALANTIR TECHNOLOGIES INC CL APLTR23,401$358,7370.02%
393PACCAR INC COMPCAR4,273$357,4350.02%
394MICRON TECHNOLOGYMU5,659$357,1170.02%
395ISHARES GOLD TRUST ETF IAU9,743$354,5480.02%
396SYSCO CORP COMSYY4,708$349,3590.02%
397ABRDN PHYSICAL PALLADIUM SHARES ETFPALL3,050$347,0290.02%
398REGIONS FINANCIAL CORP NEWRF-PF19,429$346,2250.02%
399SAP AKTIENGESELLSCHAFT ADRSAPGF2,530$346,1290.02%
400CAMPBELL SOUP CO COMCPB7,528$344,1050.02%
401NORTHWEST BANCSHARES INC MD COMNWBI32,377$343,1960.02%
402FIRST TRUST CAPITAL STRENGTH ETF33733E1044,552$341,7390.02%
403DISCOVERY HLDG CO WBD28,435$340,9970.02%
404FERRARI N V COMRACE1,044$339,4290.02%
405MILESTONE PHARMACEUTICALS INC COMMIST118,699$338,2920.02%
406KLA-TENCOR CORP KLAC697$337,8690.02%
407CLOROX CO DEL COMCLX2,124$337,8220.02%
408S & P MID CAP 400 DEP RCPTS MID CAPMDY703$336,6740.02%
409PAYCHEX INCPAYX3,003$335,9610.02%
410UBS AG NEW F UBS16,544$335,3470.02%
411DOLLAR GEN CORP2566771051,962$333,0820.02%
412ROYAL CARRIBBEAN CRUISES LTDV7780T1033,202$332,1750.02%
413ISHARES U.S. HEALTHCARE PROVIDERS ETF4642888281,298$332,0280.02%
414CHICAGO MERCANTILE HLDGS INCCME1,761$326,2960.02%
415ALPHATEC HLDGS INC COM NEWATEC18,125$325,8880.01%
416DIMENSIONAL EMERGING CORE EQUITY MARKET ETF25434V30213,887$325,7890.01%
417POWERSHARES GLOBAL PREFERRED ETFIVZ28,561$324,7390.01%
418BIOGEN IDEC INCBIIB1,137$323,8600.01%
419VANGUARD MORTGAGE-BACKED SECURITIES ETF92206C7717,022$322,9420.01%
420PROGRESSIVE CORP COM7433151032,394$316,8940.01%
421COTERRA ENERGY INC COMCTRA12,433$314,5540.01%
422ISHARES INTERNATIONAL SELECT DIVIDEND ETF46428844811,895$313,1950.01%
423ESTEE LAUDER COMPANIES INC5184391041,594$312,9400.01%
424FS KKR CAP CORP COMFSK16,314$312,9070.01%
425ISHARES ESG AWARE MSCI EM ETF46434G8639,887$312,7260.01%
426VANGUARD CONSUMER STAPLES ETF92204A2071,608$312,5990.01%
427MARATHON OIL CORP COMMARA13,514$311,0850.01%
428CADENCE DESIGN SYSTEM INC COMCDNS1,318$309,0970.01%
429FASTENAL COFAST5,234$308,7750.01%
430EASTMAN CHEMICAL COEMN3,655$305,9780.01%
431SCHWAB EMERGING MARKET EQ ETF 80852470612,416$305,8140.01%
432VANGUARD HEALTH CARE ETF92204A5041,244$304,6770.01%
433ACTIVISION INC00507V1093,612$304,4920.01%
434ISHARES RUSSELL MIDCAP GROWTH ETF4642874813,128$302,2700.01%
435VANGUARD ESG INTERNATIONAL STOCK ETF9219107255,678$301,5810.01%
436VANGUARD RUSSELL 2000 ETF92206C6643,957$299,2280.01%
437CARNIVAL CORPCUKPF15,785$297,2230.01%
438MONOLITHIC PWR SYS INC COM609839105545$294,4280.01%
439KINDER MORGAN INCEP-PC17,057$293,7200.01%
440FORTIVE CORP COMFTV3,903$291,7900.01%
441ISHARES S&P NORTH AMER TECH-SOFTWARE464287515842$291,2560.01%
442BALL CORP COMBALL4,985$290,1770.01%
443SUPER MICRO COMPUTER INC COMSMCI1,154$287,5350.01%
444JOHNSON CTLS INCG515021054,208$286,7400.01%
445CROWN CASTLE INTL CORPCCI2,487$283,3720.01%
446ISHARES MSCI UNITED KINGDOM ETF46435G3348,718$282,0430.01%
447ISHARES S&P SMALLCAP 600 GROWTH ETF4642878872,448$281,3200.01%
448EVERSOURCE ENERGY COMES3,956$280,5600.01%
449ULTA SALON COSMETICS & FRAGRANCE INC COMULTA595$280,0040.01%
450REALTY INCOME CORPO4,659$278,5610.01%
451VANGUARD INTERMEDIATE-TERM BOND9219378193,677$276,6000.01%
452EBAY INCEBAY6,183$276,3180.01%
453CANADIAN PAC RAILWAYLTDCP3,415$275,8190.01%
454HEICO CORP NEW COMHEI-A1,546$273,5490.01%
455BCE INC COM NEWBCPPF5,996$273,3580.01%
456WESTERN ALLIANCE BANCORP COMWAL-PA7,495$273,3460.01%
457MOTOROLA SOLUTIONS INC COM NEWMSI925$271,2230.01%
458BILL HOLDINGS INC COMBILL2,300$268,7550.01%
459ISHARES MSCI INTL VALUE FACTOR ETF46435G40910,541$268,2680.01%
460UNITED BANKSHARES INC W. VAUNTCW9,027$267,8310.01%
461AMERISOURCEBERGEN CORP COMCOR1,390$267,4200.01%
462LAMB WESTON HLDGS INC COMLW2,302$264,6360.01%
463RIO TINTO PLC SPON ADRRTNTF4,109$262,3370.01%
464ECOLAB INC COMECL1,402$261,6540.01%
465PHYSICIANS RLTY TR COM71943U10418,683$261,3750.01%
466WALGREENS BOOTS ALLIANCE INC COM9314271089,163$261,0540.01%
467BLOCK INC CL ABSQKZ3,871$257,6650.01%
468VANGUARD TOTAL BOND MARKET ETF9219378353,540$257,3070.01%
469ZEBRA TECHNOLOGIES CORPORATION CL AZBRA869$257,0760.01%
470D R HORTON INC23331A1092,106$256,2850.01%
471BANK OF MONTREAL0636711012,836$256,1190.01%
472GARTNER INC COMIT727$254,6750.01%
473VICI PPTYS INC COM9256521098,090$254,2780.01%
474DRAFTKINGS INC NEW COM CL ADKNG9,540$253,4790.01%
475POWERSHARES FTSE RAFI US 1000IVZ1,545$252,8030.01%
476SPDR SER TR DJ WILSHIRE SMALL CAP VALUE ETF78464A3003,244$250,4090.01%
477MITSUBISHI UFJ FINL GROUP INC SPONSORED60682210433,969$250,3520.01%
478HALEON PLC SPON ADSHLNCF29,708$248,9520.01%
479HONDA MOTOR LTD AMERN SHSHNDAF8,164$247,4510.01%
480POWERSHARES FTSE RAFI US 1500 S/M PTIVZ1,439$247,1940.01%
481WYNN RESORTS LTDWYNN2,338$246,9470.01%
482ENBRIDGE INC COMENNPF6,581$244,4780.01%
483VANGUARD TOTAL INTERNATIONAL BOND ETF92203J4074,997$244,2300.01%
484DIGITAL REALTY TRUST INC2538681032,136$243,2260.01%
485UNITED CONTL HLDGS INC UNTCW4,426$242,8550.01%
486UTILITIES SELECT SECTOR SPDR81369Y8863,707$242,5860.01%
487FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND3373441052,268$242,4490.01%
488CBIZ INC COMCBZ4,540$241,8910.01%
489RELX PLC SPONSORED ADRRLXXF7,197$240,5960.01%
490BAXTER INTL INC COM0718131095,278$240,4690.01%
491VANGUARD S&P SMALL-CAP 600 ETF9219328282,613$240,0650.01%
492INVESCO S&P 500 QUALITY ETFIVZ4,753$239,7770.01%
493WILLIAMS SONOMA INC COMWSM1,912$239,3040.01%
494WILLIAMS COS INC COM9694571007,315$238,6920.01%
495ON SEMICONDUCTOR CORP COMON2,517$238,0720.01%
496LOVESAC COMPANY COMLOVE8,805$237,3040.01%
497GENL AMERN INVESTORS CO 3688021045,646$235,5510.01%
498KKR & CO LP KKRT4,122$230,8370.01%
499PUBLIC SVC ENTERPRISE GRP INC COM7445731063,682$230,5140.01%
500ARES CAPITAL CORP COMARCC12,259$230,3520.01%