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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 Q1 2024 · Filed April 19, 2024 · Accession 0001722641-24-000002

Total Value
$2.91B
Positions
689
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETFSPY971,507$498.9M17.37%
2ISHARES S&P SMALLCAP 600 ETF4642878041,878,005$194.7M6.78%
3INVESCO S&P 500 EQUAL WEIGHT ETFIVZ779,004$131.9M4.59%
4ISHARES CORE MSCI EMERGING MKTS46434G1032,425,340$125.1M4.36%
5APPLE INCAAPL672,127$107.7M3.75%
6ISHARES S&P 500 INDEX464287200179,543$94.4M3.29%
7VANGUARD SHORT TERM CORP BOND FD ETF92206C4091,433,372$84.1M2.93%
8ELI LILLY & CO COMLLY105,646$82.2M2.86%
9MICROSOFTMSFT223,671$81.2M2.83%
10VANGUARD INTERMEDIATE-TERM TREASURY ETF92206C7061,140,653$66.8M2.33%
11ISHARES MSCI EAFE ETF464287465708,533$56.6M1.97%
12PROLOGIS SHARE BENEFICIAL INTPLDGP48,877,279$52.3M1.82%
13AMAZON.COM INCAMZN299,665$51.3M1.79%
14BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A298,966$50.8M1.77%
15NVIDIA CORPNVDA53,491$48.3M1.68%
16VANGUARD FTSE EMERGING MARKETS ETF922042858849,636$35.5M1.24%
17GOOGLE INCGOOG245,404$31.8M1.11%
18ISHARES CORE MSCI EAFE46432F842418,037$31.0M1.08%
19JPMORGAN CHASE & CO COMVYLD175,119$30.2M1.05%
20VANGUARD FTSE DEVELOPED MARKETS ETF921943858514,477$25.8M0.90%
21ISHARES RUSSELL 2000 ETF464287655117,632$24.7M0.86%
22VANGUARD S&P 500 ETF92290836342,850$20.6M0.72%
23ALPHABET INC CAP STK CL CGOOG172,364$20.1M0.70%
24POWERSHARES QQQ TRIVZ44,679$19.8M0.69%
25META PLATFORMS INC CL AMETA75,094$17.3M0.60%
26VISA INCV60,371$16.8M0.59%
27PROCTER AND GAMBLE CO COM7427181091,174,153$15.6M0.54%
28SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R853310,989$13.4M0.47%
29JOHNSON & JOHNSON COMJNJ112,071$13.3M0.46%
30HOME DEPOTHD29,819$11.4M0.40%
31MASTERCARD INCMA22,900$11.0M0.38%
32COSTCO WHOLESALE CORP22160K10514,887$10.9M0.38%
33ISHARES RUSSELL 1000 GROWTH ETF46428761432,143$10.8M0.38%
34PEPSICO INC COMPEP89,155$10.8M0.38%
35ISHARES CURRENCY HEDGED MSCI EAFE ETF46434V803299,849$10.5M0.36%
36ISHARES RUSSELL 1000 VALUE ETF46428759857,364$10.3M0.36%
37EXXON MOBIL CORP COMXOM88,387$10.3M0.36%
38MERCHANTS BANCORP IND COMMBINN235,321$10.2M0.35%
39MERCK & CO INCMRK95,416$10.1M0.35%
40TESLA MOTORS INCTSLA57,337$10.1M0.35%
41ORACLE CORPORATIONORCL-PD78,877$9.9M0.34%
42DISNEY WALT CO COM254687106108,478$9.6M0.33%
43BERKSHIRE HATHAWAY INC DEL CL ABRK-A14$8.9M0.31%
44WALMART INC COMWMT142,960$8.6M0.30%
45ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G764148,849$8.6M0.30%
46ABBVIE INC COMABBV79,804$8.2M0.29%
47CHEVRON CORP NEW COMCVX49,996$7.9M0.27%
48VANGUARD TOTAL STOCK MARKET ETF92290876929,779$7.7M0.27%
49SALESFORCE COMCRM71,676$7.6M0.27%
50CATERPILLAR INC COMCAT20,629$7.6M0.26%
51BANK AMERICA CORP COM060505104195,172$7.4M0.26%
52UNITEDHEALTH GROUPUNH14,667$7.3M0.25%
53MCDONALDS CORP COMMCD24,888$7.0M0.24%
54ISHARES MSCI EMERGING MARKETS ETF464287234169,764$7.0M0.24%
55LOCKHEED MARTIN CORPLMT15,244$6.9M0.24%
56RTX CORPORATION COMRTX96,063$6.7M0.23%
57ISHARES TR RUSSELL 1000 INDEX ETF46428762223,240$6.7M0.23%
58VANGUARD VALUE ETF92290874440,729$6.6M0.23%
59BROADCOM INC COMAVGO4,900$6.5M0.23%
60AMGEN INCAMGN45,081$6.5M0.22%
61COCA COLA CO COMKO128,784$6.1M0.21%
62INTEL CORP COMINTC119,859$5.3M0.18%
63BOEING CO COMBA-PA55,785$5.2M0.18%
64PFIZER INC COMPFE173,554$4.8M0.17%
65CISCO SYS INCCSCO96,117$4.8M0.17%
66ISHARES ESG AWARE MSCI USA ETF46435G42541,503$4.8M0.17%
67NOVO-NORDISK A/S ADR ADR CMNNONOF37,146$4.8M0.17%
68VANGUARD SHORT-TERM TREASURY ETF92206C10279,423$4.6M0.16%
69HONEYWELL INTL INC43851610622,295$4.6M0.16%
70NETFLIX COM INCNFLX7,424$4.5M0.16%
71CONSTELLATION BRANDS INC CL ASTZ16,534$4.5M0.16%
72NIKE INC CLASS BNKE47,796$4.5M0.16%
73VANGUARD GROWTH ETF92290873613,015$4.5M0.16%
74ISHARES AGGREGATE BOND ETF46428722645,632$4.5M0.16%
75ISHARES TRUST RUSSELL 3000 INDEX FD46428768914,545$4.4M0.15%
76FEDEX CORPFDX14,772$4.3M0.15%
77TECHNOLOGY SELECT SECTOR SPDR81369Y80320,177$4.2M0.15%
78PHILIP MORRIS INTL INC71817210945,558$4.2M0.15%
79VERIZON COMMUNICATIONSVZ98,735$4.1M0.14%
80ISHARES CORE S&P MID CAP ETF46428750765,663$4.0M0.14%
81VANGUARD SMALL CAP VALUE ETF92290861127,770$4.0M0.14%
82TARGET CORP COMTGT21,947$3.9M0.14%
83GOLDMAN SACHS GROUP INCGSCE28,147$3.9M0.14%
84DEERE & CO COMDE9,376$3.9M0.13%
85UNION PAC CORP COMUNP15,617$3.8M0.13%
86CUMMINS INC COMCMI12,811$3.8M0.13%
87PALO ALTO NETWORKS INC COMPANW13,271$3.8M0.13%
88ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIPET-PI238,971$3.8M0.13%
89HILLENBRAND INCORPORATED43157110871,522$3.6M0.13%
90AMERICAN EXPRESS CO COMAXP15,794$3.6M0.13%
91VANGUARD TOTAL WORLD STOCK ETF92204274232,537$3.6M0.13%
92EATON CORP PLC SHSETN11,430$3.6M0.12%
93ABBOTT LABS COMABLZF30,876$3.5M0.12%
94UNITED PARCEL SERVICE INCUPS23,175$3.4M0.12%
95SNOWFLAKE INC CL ASNOW21,243$3.4M0.12%
96QUALCOMM INCQCOM44,058$3.3M0.12%
97STARBUCKS CORPSBUX66,488$3.3M0.11%
98ISHARES S&P 500 VALUE ETF46428740817,470$3.3M0.11%
99CVS HEALTH CORP COMCVS40,215$3.2M0.11%
100ADVANCED MICRO DEVICES INC COMAMD17,732$3.2M0.11%
101DANAHER CORP23585110212,812$3.2M0.11%
102CITIGROUP INCC-PR49,805$3.1M0.11%
103VANGUARD TOTAL BOND MARKET ETF92193783542,843$3.1M0.11%
104GE AEROSPACE COM NEW36960430117,302$3.0M0.11%
105FORD MOTOR COMPANY345370860227,779$3.0M0.11%
106COMCAST CORP NEW CL ACCZ103,264$3.0M0.11%
107CONOCOPHILLIPS COMCOP23,688$3.0M0.10%
108PIONEER NATURAL RESOURCES CO72378710711,372$3.0M0.10%
109ENTERPRISE PRODS PARTNERS L P29379210799,052$2.9M0.10%
110WELLS FARGO CO NEW COM94974610149,757$2.9M0.10%
111SCHWAB STRATEGIC TR US LRG CAP ETF80852420146,297$2.9M0.10%
112AT&T INC COMT-PC160,478$2.8M0.10%
113VERTEX PHARMACEUTICALS INVRTX6,747$2.8M0.10%
114CHARLES SCHWAB CORPSCHW-PJ38,867$2.8M0.10%
115ADOBE SYS INCADBE5,563$2.8M0.10%
116ZIMMER HLDGS INCZBH21,238$2.8M0.10%
117VANGUARD TOTAL INTERNATIONAL STOCK ETF92190976845,397$2.7M0.10%
118STRYKER CORPSYK7,603$2.7M0.09%
119ACCENTURE PLC CLASS AACN7,830$2.7M0.09%
120VANGUARD TAX-EXEMPT BOND ETF92290774653,558$2.7M0.09%
121FINANCIAL SELECT SECTOR SPDR81369Y60561,771$2.6M0.09%
122GITLAB INC CLASS A COMGTLB44,228$2.6M0.09%
123TJX COS INC NEW COM87254010925,264$2.6M0.09%
124ISHARES S&P 500 GROWTH ETF46428730930,093$2.5M0.09%
125ISHARES DJ SELECT DIVIDEND46428716820,407$2.5M0.09%
126ELEVANCE HEALTH INC COMELV4,842$2.5M0.09%
127TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD87403910018,401$2.5M0.09%
128INTL BUSINESS MACHINESINTR12,962$2.5M0.09%
129BLACKROCK INCBLK2,963$2.5M0.09%
130LOWES COS INC COM5486611079,427$2.4M0.08%
131THERMO FISHER SCIENTIFIC INC COMTMO4,031$2.3M0.08%
132OCCIDENTAL PETE CORP COM67459910535,286$2.3M0.08%
133MONDELEZ INTL INC CL A60920710531,959$2.2M0.08%
134EQUINIX INC COMEQIX2,710$2.2M0.08%
135ISHARES TR RUSSELL MIDCAP INDEX FD46428749925,898$2.2M0.08%
136SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF80852477132,013$2.2M0.08%
137SPDR PORTFOLIO S&P 500 GROWTH ETF78464A40929,248$2.1M0.07%
138KIMBERLY-CLARK CORP COMKMB16,336$2.1M0.07%
139DUKE ENERGY CORP NEW COM NEWDUKB21,368$2.1M0.07%
140WASTE MANAGEMENT INC94106L1099,682$2.1M0.07%
141GENERAL DYNAMICS CORP COMGD7,305$2.1M0.07%
142ALTRIA GROUP INC COMMO47,266$2.1M0.07%
143ROYAL DUTCH SHELL PLC-ADRRYDAF30,227$2.0M0.07%
144PHILLIPS 66PSX12,392$2.0M0.07%
145NORFOLK SOUTHERN CRP6558441087,859$2.0M0.07%
146KIMBALL ELECTRONICS INC COMKE90,983$2.0M0.07%
147LINDE PLC SHSLIN4,241$2.0M0.07%
148AUTOMATIC DATA PROCESSING INC COMADP7,884$2.0M0.07%
149VANGUARD SMALL CAP ETF9229087518,546$2.0M0.07%
150MEDTRONIC PLC SHSMDT22,316$1.9M0.07%
151ISHARES TR S&P 1500 INDEX FD46428715016,754$1.9M0.07%
152ABERCROMBIE & FITCH CO CL AANF15,388$1.9M0.07%
153GENERAL MLS INC COM37033410427,333$1.9M0.07%
154ENERGY SELECT SECTOR SPDR81369Y50620,236$1.9M0.07%
155UBER TECHNOLOGIES INC COMUBER24,524$1.9M0.07%
156PARAGON 28 INC COM69913P105152,495$1.9M0.07%
157BP PLC SPONSORED ADRBPPFF49,691$1.9M0.07%
158KRAFT HEINZ CO COMKHC50,131$1.8M0.06%
159VANGUARD FTSE ALL-WORLD EX-US92204277531,455$1.8M0.06%
160MORGAN STANLEYMS-PQ18,971$1.8M0.06%
161ISHARES TR HIGH DIVID EQUITY FD46429B663169,602$1.8M0.06%
162CSX CORPCSX47,219$1.8M0.06%
163ARES MANAGEMENT CORPORATION CL A COM STKARES-PB13,154$1.7M0.06%
164ISHARES RUSSELL 2000 VALUE46428763010,970$1.7M0.06%
165HERSHEY CO COMHSY8,927$1.7M0.06%
166ASML HOLDING N V N Y REGISTRY SHSASMLF1,770$1.7M0.06%
167LABORATORY CORP OF AMERICA50540R4097,823$1.7M0.06%
168S&P GLOBAL INC COMSPGI3,987$1.7M0.06%
169CONSUMER DISCRETIONARY SEL SECTOR SPDR FD81369Y4079,130$1.7M0.06%
170BRISTOL-MYERS SQUIBB CO COMCELG-RI49,310$1.7M0.06%
171MARATHON PETE CORPMARA8,136$1.6M0.06%
172APPLIED MATLS INC COM0382221057,886$1.6M0.06%
173VANGUARD SMALL-CAP GROWTH ETF9229085956,228$1.6M0.06%
174LENNAR CORP CL ALEN-B9,431$1.6M0.06%
175CIGNA CORP1255231004,324$1.6M0.05%
176BLACKSTONE GROUP LPBX11,867$1.6M0.05%
177ISHARES RUSSELL MIDCAP GROWTH ETF46428748113,450$1.5M0.05%
178SERVICENOW INC COMNOW1,997$1.5M0.05%
179ISHARES CREDIT BOND ETF46428862029,890$1.5M0.05%
180PANAGRAM BBB-B CLO ETF81752T52856,154$1.5M0.05%
181ISHARES RUSSELL 2000 GROWTH INDEX4642876485,550$1.5M0.05%
182TEXAS INSTRS INC COM8825081048,581$1.5M0.05%
183INTUIT INCINTU2,297$1.5M0.05%
184SIMON PROPERTY GROUP INC8288061099,437$1.5M0.05%
185INVESCO SHORT TERM TREASURY ETFIVZ13,893$1.5M0.05%
186DIMENSIONAL US MARKETWIDE VALUE ETF25434V72435,750$1.5M0.05%
187BOSTON SCIENTIFIC CORPBSX21,076$1.4M0.05%
188VANGUARD INTERMEDIATE TERM CORP BOND FD ETF92206C87017,782$1.4M0.05%
189LULULEMON ATHLETICA INCLULU3,623$1.4M0.05%
190AMERICAN ELEC PWR CO INC COM02553710116,178$1.4M0.05%
191AFLAC INC COMAFL15,997$1.4M0.05%
192NEXTERA ENERGY INC COMNEE-PW21,488$1.4M0.05%
193VANGUARD INFORMATION TECHNOLOGY92204A7022,618$1.4M0.05%
194DIAGEO PLCDGEAF35,100$1.4M0.05%
195US BANCORP DEL COM NEWUSB-PS30,204$1.4M0.05%
196SCHLUMBERGER LTD COM STKSLB24,514$1.3M0.05%
197NXP SEMICONDUCTORS NV COMNXPI5,374$1.3M0.05%
198ZOETIS INC COM CL AZTS7,749$1.3M0.05%
199EMERSON ELEC CO COMEMR11,525$1.3M0.05%
200SUPER MICRO COMPUTER INC COMSMCI1,270$1.3M0.04%
201SCHWAB US LARGE CAP VALUE ETF80852440916,579$1.3M0.04%
202CHUBB LIMITED COMCB4,840$1.3M0.04%
203ISHARES SEMICONDUCTOR ETF4642875235,511$1.2M0.04%
204YUM! BRANDS INCYUM8,949$1.2M0.04%
205ISHARES MSCI EAFE GROWTH INDEX ETF46428888511,885$1.2M0.04%
206LAM RESEARCH CORPLRCX1,266$1.2M0.04%
207VANGUARD ENERGY92204A3069,315$1.2M0.04%
208CINTAS CORPCTAS1,781$1.2M0.04%
209AMERICAN INTL GROUP INC COM NEW02687478415,636$1.2M0.04%
210PAYPAL HLDGS INC COMPYPL40,996$1.2M0.04%
211CHIPOTLE MEXICAN GRILL INCCMG416$1.2M0.04%
212WISDOMTREE U.S. LARGECAP DIVIDEND FUNDWT16,699$1.2M0.04%
213INSPIRE MED SYS INC COM4577301095,591$1.2M0.04%
214NORTHROP GRUMMAN CORP COMNOC2,495$1.2M0.04%
215TERRE HAUTE FIRST FINANCIAL32021810030,567$1.2M0.04%
216INTUITIVE SURGICAL, INC.ISRG2,926$1.2M0.04%
217INDUSTRIAL SELECT SECTOR SPDR81369Y7049,231$1.2M0.04%
218DIMENSIONAL INTERNATIONAL VALUE ETF25434V80730,978$1.1M0.04%
219O REILLY AUTOMOTIVE INC67103H1071,002$1.1M0.04%
220SHOPIFY INC CL ASHOP14,635$1.1M0.04%
221SPDR HIGH YIELD BOND ETF78468R62211,825$1.1M0.04%
222TRAVELERS COMPANIES INC COMTRV4,890$1.1M0.04%
223SCHWAB INTERNATIONAL EQUITY ETF80852480528,821$1.1M0.04%
224DIMENSIONAL U.S. SMALL CAP ETF25434V50018,030$1.1M0.04%
225BOOKING HOLDINGS INC COMBKNG309$1.1M0.04%
226KEYCORP COM49326710869,213$1.1M0.04%
227VANGUARD MID CAP9229086294,374$1.1M0.04%
228SCHWAB US LARGE CAP GROWTH ETF80852430011,674$1.1M0.04%
229CROWDSTRIKE HLDGS INC CL ACRWD3,367$1.1M0.04%
230CBIZ INC COMCBZ13,669$1.1M0.04%
231ASTRAZENECA PLC- SPONS ADRAZN15,741$1.1M0.04%
232MARSH & MCLENNAN COS INC COM5717481025,175$1.1M0.04%
233MICRON TECHNOLOGYMU9,025$1.1M0.04%
234VANGUARD HEALTH CARE ETF92204A5043,888$1.1M0.04%
235SOUTHERN CO COMSOMN14,656$1.1M0.04%
236KELLANOVA COMBEKE18,296$1.0M0.04%
237SPDR GOLD ETFGLD5,095$1.0M0.04%
238VANGUARD DIVIDEND APPRECIATION ETF9219088445,706$1.0M0.04%
239COLGATE PALMOLIVE CO COMCL11,426$1.0M0.04%
240PNC FINL SVCS GROUP INC COM6934751056,321$1.0M0.04%
241BLUE OWL CAPITAL CORPORATION COMOWL65,000$999,7000.03%
242TOYOTA MOTOR CORP ADSTOYOF3,922$987,0890.03%
243DELTA AIR LINES INC DEL CMNDAL20,457$979,2640.03%
244ISHARES ESG AWARE US AGGREGATE BOND ETF46435U54920,677$973,0600.03%
245UNILEVER PLC SPON ADR NEWUNLYF19,325$969,9180.03%
246ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF46435G24339,089$956,8990.03%
247ISHARES TR MSCI ACWIINDEX FD4642882578,687$956,6500.03%
248FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD33733E3024,664$956,5400.03%
249DOW INC COMDOW16,470$954,0860.03%
250MICROCHIP TECHNOLOGY INCMCHPP10,534$945,0050.03%
251ISHARES ESG AWARE MSCI USA SMALL-CAP ETF46435U66323,459$944,6970.03%
252DEVON ENERGY CORP25179M10318,813$944,0360.03%
2533M CO COMMMM8,871$940,9330.03%
254TRUIST FINL CORP COM89832Q10923,958$933,8990.03%
255DOMINION RESOURCES INCD18,783$923,9330.03%
256VANGUARD HIGH DIVIDEND YIELD9219464067,636$923,9070.03%
257PROSHARES ULTRA SEMICONDUCTORS74347R6699,240$916,2380.03%
258PARKER-HANNIFIN CORP COMPH1,635$908,6730.03%
259ANALOG DEVICES INC COMADI4,591$907,9550.03%
260CONSUMER STAPLES SELECT SECTOR SPDR81369Y30811,782$899,6920.03%
261ISHARES ESG AWARE MSCI EAFE ETF46435G51611,234$897,7090.03%
262SPDR DOW JONES INDUSTRIAL ETF78467X1092,251$895,3580.03%
263UBS AG NEW FUBS29,144$895,3040.03%
264ILLINOIS TOOL WKS INC COM4523081093,331$893,6910.03%
265SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF78468R78821,572$878,2150.03%
266FREEPORT MCMORAN COPPERFCX18,656$877,1960.03%
267T-MOBILE US INC COMTMUSZ5,350$873,2010.03%
268AMERICAN TOWER CORP03027X1004,373$864,1010.03%
269AIR PRODS & CHEMS INC COMAIIR3,554$860,9530.03%
270PROSHARES ULTRA TECHNOLOGY74347R69314,160$860,0780.03%
271INTERCONTINENTAL EXCH INTL45866F1046,220$854,7460.03%
272GLAUKOS CORP COMGKOS8,932$842,1980.03%
273DIMENSIONAL U.S. EQUITY ETF25434V40114,674$836,1250.03%
274PROGRESSIVE CORP COM7433151034,009$829,1500.03%
275SHERWIN WILLIAMS CO COMSHW2,379$826,2980.03%
276PALANTIR TECHNOLOGIES INC CL APLTR35,563$818,2980.03%
277ISHARES MSCI USA MOMENTUM FACTOR ETF46432F3964,349$814,7940.03%
278FIRST INTERNET BANCORPINBKZ23,350$811,1850.03%
279ENTERGY CORP NEW COMENO7,645$807,9660.03%
280SCHWAB US DIVIDEND EQUITY ETF80852479710,017$807,6890.03%
281GENERAL MOTORS CORP37045V10017,232$781,4700.03%
282CINCINNATI FINL CORP COM1720621016,290$780,9710.03%
283MIDLAND STATES BANCORP INC COMMSBIP30,366$763,0980.03%
284NEW MOUNTAIN FIN CORP64755110059,850$758,3000.03%
285METLIFE INC COMMET-PF10,189$755,1160.03%
286DOLLAR TREE STORES INCDLTR5,634$750,1670.03%
287NUCOR CORP COMNUE3,764$744,8960.03%
288PACCAR INC COMPCAR6,000$743,3400.03%
289CAPITAL ONE FINANCIAL CORP14040H1054,992$743,2590.03%
290TOTAL SA ADRTTE10,583$728,4280.03%
291CARRIER GLOBAL CORPORATION COMCARR12,487$725,8970.03%
292HUNTINGTON BANCSHARES INC COMHBANP51,845$723,2380.03%
293GERMAN AMERICAN BANCORP37386510420,375$705,7900.02%
294VANGUARD ESG U.S. STOCK ETF9219107337,556$704,1480.02%
295DOLLAR GEN CORP2566771054,509$703,6970.02%
296COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y8528,592$701,6230.02%
297MCKESSON CORPMCK1,293$694,0190.02%
298FISERV INCFISV4,305$688,0250.02%
299ALLSTATE CORPALL-PJ3,935$680,7390.02%
300FASTENAL COFAST8,804$679,1430.02%
301VANGUARD MID-CAP GROWTH ETF9229085382,857$673,6520.02%
302FRANKLIN ELEC INC COMFELE6,270$669,6990.02%
303RYDER SYS INC COMR5,558$668,0160.02%
304MARRIOTT INTL INC5719032022,635$664,8830.02%
305GRAYSCALE BITCOIN TRUSTGBTC10,516$664,2960.02%
306DEXCOM INC COMDXCM4,788$664,0960.02%
307FORTINET INC COMFTNT9,721$664,0410.02%
308SANOFI SASNYNF13,640$662,9040.02%
309TG THERAPEUTICS INC COMTGTX43,344$659,2620.02%
310ISHARES MSCI EAFE VALUE INDEX ETF46428887712,112$658,8930.02%
311DELL TECHNOLOGIES INC CL CDELL5,740$654,9910.02%
312SPDR SER TR S&P DIVID ETF78464A7634,976$652,9890.02%
313THE TRADE DESK INC COM CL A88339J1057,461$652,2480.02%
314LOUISIANA PACIFICLPX7,700$646,1070.02%
315CADENCE DESIGN SYSTEM INC COMCDNS2,073$645,2830.02%
316NOVARTIS AG ADRNVSEF6,661$644,3510.02%
317MOODYS CORPMCO1,635$642,6040.02%
318CRISPR THERAPEUTICS AG NAMEN AKTCRSP9,379$639,2730.02%
319GILEAD SCIENCES INCGILD8,699$637,1760.02%
320REGENERON PHARMACEUTICALS INCREGN661$636,2060.02%
321TCW TRANSFORM 500 ETF29287L10610,348$633,8440.02%
322COLUMBIA EM CORE EX-CHINA ETF19762B20220,344$632,7020.02%
323BANK NEW YORK MELLON CORP COM06405810010,925$629,4830.02%
324GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC6,900$627,2990.02%
325PRUDENTIAL FINL INCPUKPF5,343$627,2530.02%
326CORTEVA INC COMCTVA10,861$626,3440.02%
327ISHARES S&P SMALLCAP 600 GROWTH ETF4642878874,755$621,6050.02%
328MARVELL TECHNOLOGY GROUP LTDMRVL8,735$619,1690.02%
329GSK PLC SPONSORED ADRGLAXF14,299$612,9820.02%
330CALUMET SPCLTY PRDCTS PRTNRS13147610341,241$612,8410.02%
331AON CORPAON1,830$610,7150.02%
332ISHARES MSCI USA QUALITY FACTOR ETF46432F3393,675$603,9880.02%
333TRANE TECHNOLOGIES PLC SHSTT2,005$601,9220.02%
334D R HORTON INC23331A1093,643$599,4560.02%
335HNI CORP COMHNI13,123$592,2370.02%
336HEALTH CARE SELECT SECTOR SPDR81369Y2094,002$591,1680.02%
337ISHARES US REAL ESTATE ETF4642877396,559$589,6500.02%
338ISHARES MSCI WORLD ETF4642863924,068$589,4940.02%
339EXP WORLD HLDGS INC COMEXPI56,920$587,9840.02%
340DIMENSIONAL EMERGING CORE EQUITY MARKET ETF25434V30223,624$583,9780.02%
341SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF78468R40822,975$579,4400.02%
342SONY GROUP CORP SPONSORED ADRSNEJF6,753$579,0080.02%
343BK OF AMERICA CORP 7.25 CNV PFD06050568292,787$578,2320.02%
344CENTRAL FUND OF CANADA LTDSII28,322$576,0650.02%
345TE CONNECTIVITY LTDTEL3,923$569,7770.02%
346LYONDELLBASELLLYB5,565$569,2130.02%
347VANGUARD LARGE CAP9229086372,372$568,7110.02%
348R1 RCM INC COM77634L10544,148$568,6260.02%
349INTERNATIONAL PAPER CO COM46014610314,547$567,6290.02%
350WELLS FARGO CO NEW PERP PFD CNV A94974680481,767$564,1890.02%
351SHOCKWAVE MED INC COM82489T1041,728$562,6890.02%
352DUPONT DE NEMOURS INC COMDD7,304$559,9670.02%
353KROGER CO COMKR9,725$555,6120.02%
354REAVES UTIL INCOME FD COM SH BEN INT75615810120,518$553,1560.02%
355FIDELITY ENHANCED LARGE CAP GROWTH ETF31609A30518,652$551,1620.02%
356ONEOK INC NEW COMOKE6,856$549,6420.02%
357ISHARES 1-3 YR TREASURY BOND ETF4642874576,644$543,3460.02%
358COINBASE GLOBAL INC COM CL ACOIN2,043$541,5200.02%
359KINDER MORGAN INCEP-PC29,470$540,4840.02%
360MERCADOLIBRE INCMELI356$538,5840.02%
361AMERIPRISE FINANCIAL INC.03076C1061,227$538,0030.02%
362KLA-TENCOR CORPKLAC766$534,8320.02%
363IQVIA HLDGS INC COMIQV2,114$534,6090.02%
364ISHARES INTERNATIONAL SELECT DIVIDEND ETF46428844819,061$534,4720.02%
365ISHARES S&P NORTH AMER TECH-SOFTWARE4642875156,260$533,7900.02%
366PANAGRAM AAA CLO ETF81752T48620,700$527,9540.02%
367ROCKWELL AUTOMATION INC COMROK1,803$525,2770.02%
368KINSALE CAP GROUP INC COM49714P1081,001$525,2650.02%
369VALERO ENERGY CORPVLO3,069$523,8880.02%
370HUBSPOT INC COMHUBS836$523,8040.02%
371STEEL DYNAMICS INCSTLD3,528$522,9520.02%
372REPUBLIC SERVICES INC7607591002,722$521,0420.02%
373PIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX FD72201R7835,570$520,6940.02%
374ISHARES SILVER TRUST ETFSLV22,877$520,4520.02%
375RIO TINTO PLC SPON ADRRTNTF8,093$515,8490.02%
376FIFTH THIRD BANCORPFITBM37,042$515,5580.02%
377CLOROX CO DEL COMCLX3,365$515,2660.02%
378ISHARES CORE DIVIDEND GROWTH ETF46434V6218,833$512,8440.02%
379ARISTA NETWORKS INC COMANET1,763$511,2350.02%
380DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF25434V20316,873$509,8890.02%
381CROWN CASTLE INTL CORPCCI4,817$509,7720.02%
382CONAGRA BRANDS INC COMCAG17,188$509,4650.02%
383EOG RESOURCES INCEOG3,956$505,7350.02%
384ISHARES CORE S&P US VALUE ETF4642876635,580$504,6550.02%
385ARES CAPITAL CORP COMARCC24,009$499,8730.02%
386BECTON DICKINSON & CO COMBDX2,019$499,6280.02%
387AGILENT TECH INCA3,426$498,4940.02%
388UNITED RENTALS INC COMURI690$497,5770.02%
389SUN CTRY AIRLS HLDGS INC COM86668310532,819$495,2390.02%
390REALTY INCOME CORPO9,123$493,5710.02%
391SCHWAB ETFS- US SMALL-CAP ETF8085246079,986$491,7220.02%
392BHP GROUP LTD SPONSORED ADSBHPLF8,506$490,7110.02%
393COPA HOLDINGS SA CL ACPA4,685$487,9900.02%
394FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF3160928083,105$483,8970.02%
395L3HARRIS TECHNOLOGIES INC COMLHX2,268$483,3260.02%
396ESSEX PPTY TR REIT2971781051,959$479,6080.02%
397ROYAL CARRIBBEAN CRUISES LTDV7780T1033,449$479,4450.02%
398OTIS WORLDWIDE CORP COMOTIS4,817$478,2150.02%
399REGIONS FINANCIAL CORP NEWRF-PF22,711$477,8390.02%
400SAP AKTIENGESELLSCHAFT ADRSAPGF2,444$476,6260.02%
401SPDR S&P REGIONAL BANKING ETF78464A6989,477$476,5180.02%
402GENUINE PARTS CO COMGPC3,072$475,9980.02%
403ISHARES DJ US TECHNOLOGY4642877213,510$474,0260.02%
404JOHNSON CTLS INCG515021057,256$473,9780.02%
405LEGGETT & PLATT INC COMLEG24,618$471,4350.02%
406WESTERN ALLIANCE BANCORP COMWAL-PA7,303$468,8070.02%
407FIDELITY ENHANCED LARGE CAP CORE ETF31609211315,528$458,0830.02%
408EDWARDS LIFESCIENCES CORP COMEW4,763$455,1520.02%
409MARTIN MARIETTA MATLS INC573284106739$453,7020.02%
410SYSCO CORP COMSYY5,561$451,4110.02%
411GENERAC HLDGS INC COMGNRC3,560$449,0580.02%
412CHICAGO MERCANTILE HLDGS INCCME2,085$448,8800.02%
413BALL CORP COMBALL6,615$445,5910.02%
414SOUTHWEST AIRLS CO COM84474110815,118$441,2800.02%
415WATSCO INC COMWSO-B1,017$439,3130.02%
416PAYCHEX INCPAYX3,572$438,5950.02%
417ISHARES RUSSELL MIDCAP VALUE INDEX4642874733,499$438,4830.02%
418FIRST SOLAR INCFSLR2,560$432,1280.02%
419OLD NATL BANCORP IND68003310724,681$429,6930.01%
420DEFINITIVE HEALTHCARE CORP CLASS A COMDH52,751$425,7010.01%
421SUMMIT MIDSTREAM PARTNERS LP COM UNIT LTDSMC15,093$423,6610.01%
422WISDOMTREE TR INDIA EARNINGS FDWT9,656$420,6340.01%
423ALASKA AIR GROUP INC COMALK9,775$420,2210.01%
424S & P MID CAP 400 DEP RCPTS MID CAPMDY755$420,0820.01%
425MONSTER BEVERAGE CORP NEW COMMNST7,063$418,6710.01%
426AMPHENOL CORP CL A0320951013,627$418,3910.01%
427ISHARES CORE S&P U.S. GROWTH ETF4642876713,559$417,1500.01%
428FERRARI N V COMRACE953$415,6540.01%
429ISHARES GOLD TRUST ETFIAU9,834$413,1260.01%
430GRAINGER W W INC COM384802104404$410,9890.01%
431ISHARES COHEN & STEERS RLTY4642875647,106$410,0220.01%
432DIGITAL REALTY TRUST INC2538681032,840$409,1170.01%
433DIAMONDBACK ENERGY INC COMFANG2,054$407,0600.01%
434FIRST MID ILL BANCSHARES INC COM32086610612,159$397,3560.01%
4351ST SOURCE CORP COMSRCE7,569$396,7670.01%
436ECOLAB INC COMECL1,698$391,9530.01%
437AIRBNB INC COM CL AABNB2,369$390,8360.01%
438HALLIBURTON CO COMHAL9,913$390,7540.01%
439SPDR SER TR DJ WILSHIRE SMALL CAP VALUE ETF78464A3004,675$387,8850.01%
440MARATHON OIL CORP COMMARA13,605$385,5660.01%
441VANECK SEMICONDUCTOR ETF92189F6761,711$385,0500.01%
442CAMPBELL SOUP CO COMCPB8,659$384,8920.01%
443CHENIERE ENERGY INC COM NEWLNG2,361$380,8350.01%
444GARTNER INC COMIT796$379,4290.01%
445FIRST TRUST ENHANCED SHORT MATURITY ETF33739Q4086,350$378,5870.01%
446MITSUBISHI UFJ FINL GROUP INC SPONSORED60682210436,939$377,8860.01%
447BLOCK INC CL ABSQKZ4,460$377,2500.01%
448KEYSIGHT TECHNOLOGIES INC COMKEYS2,389$373,5140.01%
449KKR & CO LPKKRT3,711$373,2520.01%
450AUTODESK INCADSK1,430$372,4010.01%
451ETFS GOLD TRUST ETF00326A10417,400$369,5760.01%
452MONOLITHIC PWR SYS INC COM609839105542$367,1620.01%
453CENCORA INC COMCOR1,510$366,9870.01%
454NASDAQ STK MKT INCNDAQ5,775$364,3760.01%
455HUMANA INC COMHUM1,048$363,3630.01%
456ULTA SALON COSMETICS & FRAGRANCE INC COMULTA692$361,6190.01%
457ISHARES S&P MIDCAP 400 GROWTH INDEX4642876063,949$360,3460.01%
458MSCI INC COMMSCI638$357,8170.01%
459AXON ENTERPRISE INC COMAXON1,141$356,9960.01%
460ISHARES U.S. HEALTHCARE PROVIDERS ETF4642888286,490$353,9650.01%
461PAYCOM SOFTWARE INC COMPAYC1,774$353,0440.01%
462AUTOZONE INC NEVAZO111$349,8330.01%
463BRITISH AMERICAN TOBACCO11044810711,387$347,2910.01%
464WELLTOWER INC COMWELL3,716$347,2230.01%
465WAHED FTSE USA SHARIAH ETF53656F6077,156$346,0600.01%
466CVRX INC COMCVRX19,000$345,9900.01%
467VANGUARD REIT INDEX ETF9229085533,982$344,3380.01%
468APA CORPORATION COMAPA9,996$343,6780.01%
469BILL HOLDINGS INC COMBILL5,000$343,6000.01%
470SYNOPSYS INC COMSNPS600$342,8770.01%
471SCHWAB EMERGING MARKET EQ ETF80852470613,557$342,3090.01%
472POWERSHARES GLOBAL PREFERRED ETFIVZ28,799$342,1320.01%
473RIVIAN AUTOMOTIVE INC COM CL ARIVN31,088$340,4110.01%
474VANGUARD RUSSELL 2000 ETF92206C6643,948$335,8200.01%
475HSBC HOLDINGS PLC SPONS ADRHBCYF8,512$335,0320.01%
476BORG WARNER AUTOMOTIVE INCBWA9,613$333,9690.01%
477QUANTA SERVICES INC74762E1021,283$333,3160.01%
478ISHARES ESG AWARE MSCI EM ETF46434G86310,337$333,1620.01%
479ON SEMICONDUCTOR CORP COMON4,515$332,0790.01%
480FORTIVE CORP COMFTV3,859$331,9140.01%
481ISHARES MSCI EAFE SMALL CAP ETF4642882735,240$331,8570.01%
482VANGUARD CONSUMER STAPLES ETF92204A2071,625$331,6470.01%
483TRANSDIGM GROUP INC COM DELAWARETDG269$330,7930.01%
484VANGUARD ESG INTERNATIONAL STOCK ETF9219107255,732$329,4300.01%
485DISCOVER FINANCIAL SERVICES LLC2547091082,502$327,9870.01%
486TRACTOR SUPPLY COTSCO1,249$326,8880.01%
487EQUIFAX INC COMEFX1,218$325,8390.01%
488ISHARES MSCI INTL VALUE FACTOR ETF46435G40911,522$325,2660.01%
489ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY4,480$324,1520.01%
490GLADSTONE COMMERCIAL CORP COMGOODO23,396$323,8010.01%
491NISOURCE INC COMNI11,701$323,6590.01%
492T ROWE PRICE GROUP INCTROW2,650$323,0990.01%
493WESTROCK CO COMWEST6,406$316,7800.01%
494CELANESE CORP DEL COMCE1,841$316,4730.01%
495VICI PPTYS INC COM92565210910,549$314,2660.01%
496VERALTO CORP COM SHSVLTO3,538$313,6970.01%
497WILLIAMS COS INC COM9694571008,043$313,4360.01%
498EVERCORE INC CLASS AEVR1,620$311,9960.01%
499FS KKR CAP CORP COMFSK16,285$310,5600.01%
500FIVERR INTL LTD ORD SHSM4R82T10614,710$309,9400.01%