Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Alera Investment Advisors, LLC

Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001759485-24-000007

Total Value
$851.4M
Positions
1,016
Other Managers
4
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR PORTFOLIO S&P 500 ETF78464A8541,333,529$90.0M10.74%
2ISHARES S&P 500 GROWTH ETF464287309580,888$55.6M6.64%
3ISHARES RUSSELL 1000 GROWTH ETF464287614108,116$40.6M4.84%
4SPDR PORTFOLIO S&P 500 VALUE ETF78464A508704,330$37.2M4.44%
5ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETFBLK684,140$33.8M4.04%
6SCHWAB US AGGREGATE BOND ETF808524839645,468$30.7M3.66%
7ISHARES S&P 500 VALUE ETF464287408149,164$29.4M3.51%
8ISHARES MSCI USA QUALITY FACTOR ETF46432F339163,142$29.3M3.49%
9ISHARES RUSSELL 1000 VALUE ETF464287598150,189$28.5M3.40%
10SPDR PORTFOLIO S&P 500 GROWTH ETF78464A409327,760$27.2M3.24%
11ISHARES NATIONAL MUNI BOND ETF464288414231,040$25.1M2.99%
12ISHARES U.S. TECHNOLOGY ETF464287721123,813$18.8M2.24%
13ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G764280,535$17.1M2.05%
14ISHARES CORE U.S. AGGREGATE BOND ETF464287226156,464$15.8M1.89%
15VANGUARD FTSE DEVELOPED MARKETS ETF921943858293,164$15.5M1.85%
16ISHARES MBS ETF464288588149,964$14.4M1.71%
17ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158127,786$13.6M1.62%
18ISHARES 20 YEAR TREASURY BOND ETF464287432126,618$12.4M1.48%
19VANGUARD FTSE EMERGING MARKETS ETF922042858227,102$10.9M1.30%
20ISHARES MSCI EAFE ETF464287465127,048$10.6M1.27%
21APPLE INC COMAAPL43,156$10.1M1.20%
22VANGUARD TAX-EXEMPT BOND ETF922907746194,084$9.9M1.18%
23ISHARES CORE S&P 500 ETF46428720017,061$9.8M1.17%
24ISHARES FLEXIBLE INCOME ACTIVE ETFBLK159,932$8.6M1.02%
25ISHARES EMERGING MARKETS EQUITY FACTOR ETF46434G889151,377$7.5M0.90%
26ISHARES MSCI EAFE GROWTH ETF46428888563,679$6.9M0.82%
27ISHARES CORE MSCI EAFE ETF46432F84286,181$6.7M0.80%
28VANGUARD S&P 500 ETF92290836311,409$6.0M0.72%
29ISHARES U.S. INFRASTRUCTURE ETF46435U713118,270$5.6M0.66%
30NVIDIA CORPORATION COMNVDA42,845$5.2M0.62%
31MICROSOFT CORP COMMSFT11,782$5.1M0.60%
32ISHARES CORE MSCI EMERGING MARKETS ETF46434G10379,026$4.5M0.54%
33SPDR S&P 500 ETF TRUSTSPY6,830$3.9M0.47%
34ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F83451,139$3.7M0.44%
35ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF46435U85396,115$3.6M0.43%
36ISHARES RUSSELL 2000 ETF46428765516,134$3.6M0.43%
37VANGUARD MID-CAP ETF92290862913,477$3.6M0.42%
38SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF78468R73972,950$3.5M0.42%
39ISHARES S&P 100 ETF46428710112,369$3.4M0.41%
40APPLE INC COMAAPL14,441$3.4M0.40%
41ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF46435G21971,251$3.3M0.40%
42ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF46428828134,394$3.2M0.38%
43NVIDIA CORPORATION COMNVDA25,325$3.1M0.37%
44MICROSOFT CORP COMMSFT6,914$3.0M0.35%
45VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF92204271821,930$2.8M0.33%
46ISHARES TIPS BOND ETF46428717623,096$2.6M0.30%
47META PLATFORMS INC CL AMETA4,405$2.5M0.30%
48AMAZON COM INC COMAMZN12,347$2.3M0.27%
49SPDR PORTFOLIO LONG TERM TREASURY ETF78464A66476,911$2.2M0.27%
50ISHARES S&P 500 GROWTH ETF46428730920,253$1.9M0.23%
51SPDR S&P DIVIDEND ETF78464A76312,739$1.8M0.22%
52ISHARES U.S. TREASURY BOND ETF46429B26766,148$1.6M0.19%
53INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARYINHD36,912$1.5M0.18%
54ISHARES RUSSELL 1000 VALUE ETF4642875987,917$1.5M0.18%
55ISHARES CORE S&P SMALL CAP ETF46428780412,752$1.5M0.18%
56AMAZON COM INC COMAMZN7,976$1.5M0.18%
57ISHARES RUSSELL 2000 VALUE ETF4642876308,594$1.4M0.17%
58ISHARES NATIONAL MUNI BOND ETF46428841412,775$1.4M0.17%
59ISHARES RUSSELL 2000 GROWTH ETF4642876484,867$1.4M0.16%
60ISHARES S&P 500 VALUE ETF4642874086,537$1.3M0.15%
61VANGUARD SMALL CAP VALUE ETF9229086116,340$1.3M0.15%
62ELI LILLY & CO COMLLY1,387$1.2M0.15%
63ALPHABET INC CAP STK CL AGOOG7,331$1.2M0.15%
64ISHARES RUSSELL 3000 ETF4642876893,698$1.2M0.14%
65JPMORGAN CHASE & CO. COMVYLD5,689$1.2M0.14%
66BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A2,545$1.2M0.14%
67ALPHABET INC CAP STK CL CGOOG6,957$1.2M0.14%
68UNITEDHEALTH GROUP INC COMUNH1,966$1.1M0.14%
69ISHARES CONVERTIBLE BOND ETF46435G10213,283$1.1M0.13%
70ALPHABET INC CAP STK CL AGOOG6,626$1.1M0.13%
71TESLA INC COMTSLA4,021$1.1M0.13%
72ISHARES 1-3 YEAR TREASURY BOND ETF46428745712,631$1.1M0.13%
73META PLATFORMS INC CL AMETA1,802$1.0M0.12%
74HOME DEPOT INC COMHD2,534$1.0M0.12%
75VANGUARD FTSE DEVELOPED MARKETS ETF92194385819,175$1.0M0.12%
76COSTCO WHSL CORP NEW COM22160K1051,142$1.0M0.12%
77PROCTER AND GAMBLE CO COM7427181095,758$997,2860.12%
78BROADCOM INC COMAVGO5,715$985,8380.12%
79ISHARES SHORT-TERM NATIONAL MUNI BOND ETF4642881589,242$981,4080.12%
80ARISTA NETWORKS INC COMANET2,490$955,7120.11%
81ELI LILLY & CO COMLLY1,073$950,6530.11%
82VISA INC COM CL AV3,332$916,1330.11%
83WALMART INC COMWMT11,243$907,8720.11%
84JOHNSON & JOHNSON COMJNJ5,387$873,0530.10%
85ISHARES RUSSELL 1000 GROWTH ETF4642876142,304$864,8760.10%
86AON PLC SHS CL AAON2,488$860,8230.10%
87INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARYINHD24,869$820,0450.10%
88ISHARES 3-7 YEAR TREASURY BOND ETF4642886616,515$779,2270.09%
89GE AEROSPACE COM NEW3696043013,991$752,6230.09%
90VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF9220427185,804$731,0720.09%
91ALPHABET INC CAP STK CL CGOOG4,325$723,0970.09%
92PEPSICO INC COMPEP4,245$721,8620.09%
93TESLA INC COMTSLA2,674$699,5990.08%
94ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF46428864613,127$691,2680.08%
95ISHARES MSCI EAFE VALUE ETF46428887711,897$684,4340.08%
96ISHARES MSCI USA MIN VOL FACTOR ETF46429B6977,464$681,5380.08%
97VANGUARD TOTAL STOCK MARKET ETF9229087692,397$678,7350.08%
98EXXON MOBIL CORP COMXOM5,771$676,4770.08%
99CME GROUP INC COMCME3,036$669,8930.08%
100ISHARES 10-20 YEAR TREASURY BOND ETF4642886536,097$666,5850.08%
101BROADCOM INC COMAVGO3,829$660,4680.08%
102SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF80852474817,246$657,9350.08%
103ISHARES MSCI EAFE ETF4642874657,788$651,3100.08%
104ABBVIE INC COMABBV3,263$644,3770.08%
105MICROSOFT CORP COMMSFT1,482$637,7050.08%
106ISHARES NATIONAL MUNI BOND ETF4642884145,864$637,0060.08%
107VERIZON COMMUNICATIONS INC COMVZ14,136$634,8480.08%
108TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391003,559$618,1300.07%
109SPDR PORTFOLIO S&P 500 GROWTH ETF78464A4097,341$608,8630.07%
110ISHARES TREASURY FLOATING RATE BOND ETF46434V86012,032$608,8190.07%
111VANGUARD INTERMEDIATE-TERM BOND ETF9219378197,726$605,4870.07%
112MERCK & CO INC COMMRK5,269$598,3480.07%
113HONEYWELL INTL INC COM4385161062,844$587,8830.07%
114VANGUARD DIVIDEND APPRECIATION ETF9219088442,940$582,2330.07%
115ADOBE INC COMADBE1,124$581,9850.07%
116PHILIP MORRIS INTL INC COM7181721094,778$580,0490.07%
117JPMORGAN CHASE & CO. COMVYLD2,745$578,9050.07%
118ISHARES MSCI EAFE SMALL-CAP ETF4642882738,436$571,1250.07%
119MASTERCARD INCORPORATED CL AMA1,136$560,9570.07%
120BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A1,201$552,7720.07%
121VANGUARD TOTAL BOND MARKET ETF9219378357,250$544,5480.06%
122UNITEDHEALTH GROUP INC COMUNH931$544,3370.06%
123UNION PAC CORP COMUNP2,176$536,3400.06%
124INTUITIVE SURGICAL INC COM NEWISRG1,087$534,0100.06%
125PROGRESSIVE CORP COM7433151032,101$533,1500.06%
126ISHARES ESG AWARE MSCI USA ETF46435G4254,143$522,7640.06%
127TEXAS INSTRS INC COM8825081042,513$519,1100.06%
128CISCO SYS INC COMCSCO9,650$513,5730.06%
129AUTOMATIC DATA PROCESSING INC COMADP1,837$508,3530.06%
130ISHARES RUSSELL 1000 ETF4642876221,599$502,7100.06%
131BANK AMERICA CORP COM06050510412,651$501,9920.06%
132NOVO-NORDISK A S ADRNONOF4,067$484,2580.06%
133ACCENTURE PLC IRELAND SHS CLASS AACN1,341$474,0170.06%
134ISHARES EXPANDED TECH SECTOR ETF4642875494,882$468,3790.06%
135HOME DEPOT INC COMHD1,150$466,0080.06%
136ISHARES SHORT TREASURY BOND ETF4642886794,196$464,2030.06%
137EXXON MOBIL CORP COMXOM3,932$460,9090.05%
138BLACKROCK INC COMBLK478$453,8660.05%
139THERMO FISHER SCIENTIFIC INC COMTMO729$450,9380.05%
140ISHARES MSCI INTL VALUE FACTOR ETF46435G40915,149$447,3500.05%
141NETFLIX INC COMNFLX620$439,7470.05%
142NVIDIA CORPORATION COMNVDA3,608$438,1560.05%
143ISHARES CORE MSCI EMERGING MARKETS ETF46434G1037,508$431,0340.05%
144VANGUARD FTSE EMERGING MARKETS ETF9220428589,000$430,6500.05%
145META PLATFORMS INC CL AMETA749$428,7580.05%
146NEXTERA ENERGY INC COMNEE-PW4,988$421,6360.05%
147ISHARES GNMA BOND ETF46429B3339,376$419,9510.05%
148VISA INC COM CL AV1,516$416,8320.05%
149COLGATE PALMOLIVE CO COMCL4,004$415,6550.05%
150MCDONALDS CORP COMMCD1,347$410,1750.05%
151INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCHINHD10,386$407,6510.05%
152ISHARES U.S. ENERGY ETF4642877968,688$402,6020.05%
153GALLAGHER ARTHUR J & CO COM3635761091,411$397,0130.05%
154ANALOG DEVICES INC COMADI1,681$386,9160.05%
155INNOVATOR U.S. EQUITY BUFFER ETF - JUNEINHD9,384$381,9280.05%
156ABBVIE INC COMABBV1,916$378,2800.05%
157LOCKHEED MARTIN CORP COMLMT647$378,2100.05%
158ABBOTT LABS COMABLZF3,286$374,6370.04%
159APPLE INC COMAAPL1,599$372,5670.04%
160MCKESSON CORP COMMCK750$370,8150.04%
161JPMORGAN BETABUILDERS U.S. EQUITY ETF46641Q3993,553$368,0200.04%
162MORGAN STANLEY COM NEWMS-PQ3,492$364,0060.04%
163COCA COLA CO COMKO5,025$361,0970.04%
164NOVO-NORDISK A S ADRNONOF3,011$358,5200.04%
165ISHARES SHORT-TERM NATIONAL MUNI BOND ETF4642881583,362$357,0110.04%
166ORACLE CORP COMORCL-PD2,081$354,6350.04%
167MASTERCARD INCORPORATED CL AMA700$345,6740.04%
168SALESFORCE INC COMCRM1,220$333,9260.04%
169NETFLIX INC COMNFLX469$332,6480.04%
170FASTENAL CO COMFAST4,654$332,3890.04%
171INTERNATIONAL BUSINESS MACHS COMINTR1,477$326,5350.04%
172SPDR PORTFOLIO S&P 500 VALUE ETF78464A5086,141$324,6130.04%
173CHEVRON CORP NEW COMCVX2,200$323,9940.04%
174WALMART INC COMWMT3,975$320,9810.04%
175PROCTER AND GAMBLE CO COM7427181091,850$320,4790.04%
176SCHWAB CHARLES CORP COMSCHW-PJ4,918$318,7360.04%
177ISHARES MSCI EMERGING MARKETS ETF4642872346,927$317,6720.04%
178MARSH & MCLENNAN COS INC COM5717481021,411$314,7800.04%
179BROADCOM INC COMAVGO1,817$313,4330.04%
180SERVICENOW INC COMNOW349$312,1420.04%
181RTX CORPORATION COMRTX2,567$311,0180.04%
182T-MOBILE US INC COMTMUSZ1,501$309,7460.04%
183COSTCO WHSL CORP NEW COM22160K105349$309,3950.04%
184MONDELEZ INTL INC CL A6092071054,171$307,2780.04%
185NOVARTIS AG SPONSORED ADRNVSEF2,668$306,8730.04%
186CONOCOPHILLIPS COMCOP2,900$305,3120.04%
187GILEAD SCIENCES INC COMGILD3,608$302,4950.04%
188MERCK & CO INC COMMRK2,637$299,4580.04%
189WASTE MGMT INC DEL COM94106L1091,437$298,3050.04%
190S&P GLOBAL INC COMSPGI574$296,5400.04%
191DANAHER CORPORATION COM2358511021,066$296,3870.04%
192ISHARES CORE S&P SMALL CAP ETF4642878042,529$295,7920.04%
193PNC FINL SVCS GROUP INC COM6934751051,599$295,5750.04%
194DANAHER CORPORATION COM2358511021,056$293,5930.04%
195ILLINOIS TOOL WKS INC COM4523081091,115$292,2080.03%
196FISERV INC COMFISV1,618$290,6740.03%
197ZOETIS INC CL AZTS1,484$289,9440.03%
198PAYCHEX INC COMPAYX2,159$289,7160.03%
199JOHNSON & JOHNSON COMJNJ1,786$289,4390.03%
200PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND72201R8332,856$287,5710.03%
201AMETEK INC COMAME1,669$286,5840.03%
202BOOKING HOLDINGS INC COMBKNG68$286,4240.03%
203CATERPILLAR INC COMCAT731$285,9090.03%
204WELLS FARGO CO NEW COM9497461015,044$284,9360.03%
205ISHARES CURRENCY HEDGED MSCI EUROZONE ETF46434V6397,704$283,1990.03%
206NOVO-NORDISK A S ADRNONOF2,314$275,5760.03%
207VANGUARD GROWTH ETF922908736713$273,7420.03%
208AMAZON COM INC COMAMZN1,463$272,6010.03%
209ALTRIA GROUP INC COMMO5,334$272,2470.03%
210ISHARES CORE TOTAL USD BOND MARKET ETF46434V6135,762$271,5050.03%
211ELI LILLY & CO COMLLY306$271,0980.03%
212BOOZ ALLEN HAMILTON HLDG CORP CL ABAH1,660$270,1820.03%
213APPLIED MATLS INC COM0382221051,334$269,5350.03%
214AMGEN INC COMAMGN835$269,0450.03%
215TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391001,525$264,8470.03%
216SPDR PORTFOLIO TIPS ETF78464A65610,074$264,7450.03%
217CHUBB LIMITED COMCB911$262,7230.03%
218ISHARES 7-10 YEAR TREASURY BOND ETF4642874402,657$260,7050.03%
219JPMORGAN CHASE & CO. COMVYLD1,232$259,7800.03%
220ABBOTT LABS COMABLZF2,260$257,6630.03%
221ALPHABET INC CAP STK CL CGOOG1,540$257,4730.03%
222ISHARES EUROPE ETF4642878614,410$256,9710.03%
223TESLA INC COMTSLA975$255,0890.03%
224GOLDMAN SACHS GROUP INC COMGSCE514$254,4870.03%
225ICICI BANK LIMITED ADRIBN8,405$250,8890.03%
226INSTALLED BLDG PRODS INC COM45780R1011,012$249,2250.03%
227ORACLE CORP COMORCL-PD1,460$248,7840.03%
228ISHARES ESG MSCI USA LEADERS ETF46435U2182,444$248,1150.03%
229ISHARES MSCI EAFE GROWTH ETF4642888852,296$247,1640.03%
230ROYAL BK CDA COM7800871021,974$246,2170.03%
231HEICO CORP NEW CL AHEI-A1,201$244,7160.03%
232GENERAL MLS INC COM3703341043,277$242,0060.03%
233ASTRAZENECA PLC SPONSORED ADRAZN3,101$241,5990.03%
234ELEVANCE HEALTH INC COMELV458$238,1600.03%
235WASTE CONNECTIONS INC COMWCN1,315$235,1480.03%
236INTUITIVE SURGICAL INC COM NEWISRG478$234,8270.03%
237EATON CORP PLC SHSETN707$234,3280.03%
238INTUIT COMINTU372$231,0120.03%
239APPLIED MATLS INC COM0382221051,133$228,9260.03%
240ASTRAZENECA PLC SPONSORED ADRAZN2,915$227,1080.03%
241AFLAC INC COMAFL2,018$225,6120.03%
242REGENERON PHARMACEUTICALS COMREGN214$224,9650.03%
243BRISTOL-MYERS SQUIBB CO COMCELG-RI4,340$224,5520.03%
244NEXTERA ENERGY INC COMNEE-PW2,652$224,1740.03%
245ASML HOLDING N V N Y REGISTRY SHSASMLF268$223,3220.03%
246LOWES COS INC COM548661107819$221,8260.03%
247AT&T INC COMT-PC10,050$221,1040.03%
248COMCAST CORP NEW CL ACCZ5,234$218,6240.03%
249AVALONBAY CMNTYS INC COMAWX969$218,2670.03%
250ADVANCED MICRO DEVICES INC COMAMD1,304$213,9600.03%
251COSTCO WHSL CORP NEW COM22160K105241$213,6510.03%
252COCA COLA CO COMKO2,960$212,7060.03%
253VERTEX PHARMACEUTICALS INC COMVRTX455$211,6110.03%
254CUMMINS INC COMCMI647$209,4920.02%
255ADVANCED MICRO DEVICES INC COMAMD1,275$209,2020.02%
256CHUNGHWA TELECOM CO LTD SPON ADR NEW11CHT5,257$208,5450.02%
257QUALCOMM INC COMQCOM1,220$207,4610.02%
258STARBUCKS CORP COMSBUX2,126$207,2640.02%
259SYNOPSYS INC COMSNPS406$205,5940.02%
260DATADOG INC CL A COMDDOG1,780$204,8070.02%
261CARMAX INC COMKMX2,618$202,5810.02%
262THE CIGNA GROUP COM125523100584$202,3210.02%
263LAM RESEARCH CORP COM NEWLRCX245$199,9400.02%
264DISNEY WALT CO COM2546871062,078$199,8830.02%
265MICRON TECHNOLOGY INC COMMU1,921$199,2270.02%
266ICICI BANK LIMITED ADRIBN6,649$198,4730.02%
267NORFOLK SOUTHN CORP COM655844108793$196,9780.02%
268CHURCH & DWIGHT CO INC COMCHD1,877$196,5590.02%
269PROGRESSIVE CORP COM743315103774$196,4100.02%
270AMERICAN EXPRESS CO COMAXP720$195,2640.02%
271NEWMONT CORP COMNEMCL3,619$193,4360.02%
272SHERWIN WILLIAMS CO COMSHW503$191,9800.02%
273AIR PRODS & CHEMS INC COMAIIR644$191,7450.02%
274HOME DEPOT INC COMHD471$190,8490.02%
275EOG RES INC COMEOG1,542$189,5580.02%
276HONEYWELL INTL INC COM438516106912$188,5200.02%
277MEDTRONIC PLC SHSMDT2,091$188,2530.02%
278AMPHENOL CORP NEW CL A0320951012,882$187,7910.02%
279CSX CORP COMCSX5,430$187,4980.02%
280TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391001,079$187,3900.02%
281SALESFORCE INC COMCRM682$186,6700.02%
282OREILLY AUTOMOTIVE INC COM67103H107162$186,5590.02%
283THERMO FISHER SCIENTIFIC INC COMTMO299$184,9520.02%
284BANK NOVA SCOTIA HALIFAX COM0641491073,389$184,6670.02%
285TJX COS INC NEW COM8725401091,565$183,9500.02%
286SHELL PLC SPON ADSRYDAF2,770$182,6820.02%
287GE AEROSPACE COM NEW369604301960$181,0370.02%
288BROADCOM INC COMAVGO1,040$179,4000.02%
289CARRIER GLOBAL CORPORATION COMCARR2,221$178,7680.02%
290FERRARI N V COMRACE380$178,6420.02%
291CHICAGO ATLANTIC REAL ESTATE F COMREFI11,408$176,9380.02%
292OCCIDENTAL PETE CORP COM6745991053,425$176,5250.02%
293ARISTA NETWORKS INC COMANET455$174,6380.02%
294THERMO FISHER SCIENTIFIC INC COMTMO280$173,2010.02%
295PHILIP MORRIS INTL INC COM7181721091,413$171,5380.02%
296NETFLIX INC COMNFLX239$169,5160.02%
297ADOBE INC COMADBE325$168,2790.02%
298MARATHON PETE CORP COMMARA1,023$166,6570.02%
299AMGEN INC COMAMGN516$166,2600.02%
300KIMBERLY-CLARK CORP COMKMB1,159$164,9030.02%
301S&P GLOBAL INC COMSPGI319$164,5820.02%
302LINDE PLC SHSLIN345$164,5170.02%
303TRAVELERS COMPANIES INC COMTRV702$164,3520.02%
304ISHARES RUSSELL 2000 VALUE ETF464287630981$163,6500.02%
305COMCAST CORP NEW CL ACCZ3,902$162,9870.02%
306SAP SE SPON ADRSAPGF709$162,4320.02%
307TORONTO DOMINION BK ONT COM NEWTORO2,561$162,0090.02%
308CATERPILLAR INC COMCAT413$161,5330.02%
309ASTRAZENECA PLC SPONSORED ADRAZN2,066$160,9330.02%
310GE AEROSPACE COM NEW369604301847$159,7270.02%
311VICI PPTYS INC COM9256521094,788$159,4880.02%
312HILTON WORLDWIDE HLDGS INC COMHLT689$158,8150.02%
313MOTOROLA SOLUTIONS INC COM NEWMSI353$158,7190.02%
314SIGMA LITHIUM CORPORATION COMSGML12,823$158,4920.02%
315MCDONALDS CORP COMMCD517$157,4320.02%
316PEPSICO INC COMPEP923$156,9560.02%
317RTX CORPORATION COMRTX1,293$156,6600.02%
318CANADIAN PACIFIC KANSAS CITY COMCP1,822$155,8540.02%
319ICICI BANK LIMITED ADRIBN5,180$154,6230.02%
320PFIZER INC COMPFE5,342$154,5970.02%
321ISHARES RUSSELL 2000 GROWTH ETF464287648544$154,4960.02%
322CITIGROUP INC COM NEWC-PR2,449$153,3070.02%
323GENERAL MTRS CO COM37045V1003,402$152,5460.02%
324BOOKING HOLDINGS INC COMBKNG36$151,6360.02%
325DEERE & CO COMDE362$151,0730.02%
326FREEPORT-MCMORAN INC CL BFCX3,024$150,9580.02%
327OREILLY AUTOMOTIVE INC COM67103H107131$150,8600.02%
328YUM BRANDS INC COMYUM1,079$150,7470.02%
329GE VERNOVA INC COMGEV588$149,9280.02%
330TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS874039100862$149,7040.02%
331BANK AMERICA CORP COM0605051043,744$148,5430.02%
332VERTEX PHARMACEUTICALS INC COMVRTX319$148,3610.02%
333MICROSOFT CORP COMMSFT343$147,5930.02%
334WELLS FARGO CO NEW COM9497461012,611$147,5030.02%
335PARKER-HANNIFIN CORP COMPH233$147,2140.02%
336CHEVRON CORP NEW COMCVX996$146,6810.02%
337BLACKSTONE INC COMBX951$145,6270.02%
338LOCKHEED MARTIN CORP COMLMT249$145,5550.02%
339CADENCE DESIGN SYSTEM INC COMCDNS537$145,5430.02%
340DUKE ENERGY CORP NEW COM NEWDUKB1,259$145,1630.02%
341BANK MONTREAL QUE COM0636711011,607$144,9510.02%
342FEDEX CORP COMFDX529$144,7770.02%
343NIKE INC CL BNKE1,636$144,6110.02%
344CARRIER GLOBAL CORPORATION COMCARR1,784$143,5940.02%
345BROADCOM INC COMAVGO824$142,1400.02%
346LINDE PLC SHSLIN298$142,1140.02%
347VISA INC COM CL AV515$141,5990.02%
348HSBC HLDGS PLC SPON ADR NEWHBCYF3,129$141,4000.02%
349UBER TECHNOLOGIES INC COMUBER1,881$141,3760.02%
350BLACKROCK INC COMBLK148$140,5270.02%
351INTUIT COMINTU226$140,3550.02%
352OLD DOMINION FREIGHT LINE INC COMODFL706$140,2400.02%
353SERVICENOW INC COMNOW156$139,5250.02%
354ASML HOLDING N V N Y REGISTRY SHSASMLF167$139,1530.02%
355CATERPILLAR INC COMCAT355$138,8800.02%
356HERSHEY CO COMHSY724$138,8490.02%
357LOWES COS INC COM548661107512$138,6930.02%
358NOVARTIS AG SPONSORED ADRNVSEF1,205$138,5450.02%
359KB FINL GROUP INC SPONSORED ADR48241A1052,236$138,0730.02%
360SOUTHERN CO COMSOMN1,523$137,3440.02%
361PHILIP MORRIS INTL INC COM7181721091,129$137,0610.02%
362META PLATFORMS INC CL AMETA237$135,6680.02%
363MOODYS CORP COMMCO283$134,3090.02%
364OCCIDENTAL PETE CORP COM6745991052,604$134,2100.02%
365SAP SE SPON ADRSAPGF583$133,5650.02%
366INTUITIVE SURGICAL INC COM NEWISRG270$132,6430.02%
367APPLE INC COMAAPL569$132,5770.02%
368UNION PAC CORP COMUNP533$131,3850.02%
369EATON CORP PLC SHSETN394$130,6040.02%
370HSBC HLDGS PLC SPON ADR NEWHBCYF2,890$130,5990.02%
371SOUTHERN COPPER CORP COMSCCO1,122$129,7820.02%
372WIPRO LTD SPON ADR 1 SHWIT19,988$129,5220.02%
373GOLDMAN SACHS GROUP INC COMGSCE261$129,2330.02%
374ASE TECHNOLOGY HLDG CO LTD SPONSORED ADSASX13,170$128,5390.02%
375PHILIP MORRIS INTL INC COM7181721091,058$128,4410.02%
376VICI PPTYS INC COM9256521093,823$127,3440.02%
377CHUNGHWA TELECOM CO LTD SPON ADR NEW11CHT3,148$124,8810.01%
378PAYPAL HLDGS INC COMPYPL1,595$124,4580.01%
379BOSTON SCIENTIFIC CORP COMBSX1,485$124,4430.01%
380MONTAUK RENEWABLES INC COMMNTK23,860$124,3110.01%
381LAM RESEARCH CORP COM NEWLRCX152$124,0440.01%
382UBER TECHNOLOGIES INC COMUBER1,648$123,8640.01%
383BLACKROCK INC COMBLK128$121,5370.01%
384CONOCOPHILLIPS COMCOP1,148$120,8610.01%
385UNILEVER PLC SPON ADR NEWUNLYF1,858$120,6960.01%
386AT&T INC COMT-PC5,480$120,5600.01%
387MICROSOFT CORP COMMSFT280$120,4840.01%
388ALTRIA GROUP INC COMMO2,344$119,6380.01%
389UNITED MICROELECTRONICS CORP SPON ADR NEWUMC14,173$119,3370.01%
390TEXAS INSTRS INC COM882508104576$119,0080.01%
391TRIPLE FLAG PRECIOUS METAL COMTFPM7,345$118,8420.01%
392ACCENTURE PLC IRELAND SHS CLASS AACN336$118,7870.01%
393RTX CORPORATION COMRTX979$118,6160.01%
394CHUBB LIMITED COMCB408$117,6630.01%
395UNILEVER PLC SPON ADR NEWUNLYF1,809$117,5130.01%
396AMERICAN EXPRESS CO COMAXP426$115,5500.01%
397EBAY INC. COMEBAY1,765$114,9190.01%
398PALO ALTO NETWORKS INC COMPANW336$114,8450.01%
399KLA CORP COM NEWKLAC148$114,6130.01%
400FASTENAL CO COMFAST1,603$114,4860.01%
401CME GROUP INC COMCME511$112,7520.01%
402CUMMINS INC COMCMI346$112,0310.01%
403QUALCOMM INC COMQCOM658$111,8930.01%
404ROYAL BK CDA COM780087102892$111,2870.01%
405SAP SE SPON ADRSAPGF477$109,2810.01%
406CANADIAN PACIFIC KANSAS CITY COMCP1,277$109,2370.01%
407PHILIP MORRIS INTL INC COM718172109886$107,5600.01%
408CARRIER GLOBAL CORPORATION COMCARR1,327$106,8100.01%
409MCKESSON CORP COMMCK216$106,7950.01%
410TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS874039100612$106,2860.01%
411NVIDIA CORPORATION COMNVDA874$106,1390.01%
412ANALOG DEVICES INC COMADI461$106,1150.01%
413TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS874039100611$106,1120.01%
414WALDENCAST PLC CLASS A ORD SHSWALDW29,140$106,0700.01%
415INTERNATIONAL BUSINESS MACHS COMINTR479$105,9260.01%
416SCHWAB CHARLES CORP COMSCHW-PJ1,628$105,5140.01%
417CHUBB LIMITED COMCB364$104,9740.01%
418MOTOROLA SOLUTIONS INC COM NEWMSI229$102,9740.01%
419SOUTHERN CO COMSOMN1,139$102,7150.01%
420ISHARES CORE S&P 500 ETF464287200178$102,6740.01%
421STRYKER CORPORATION COMSYK283$102,2370.01%
422CENTERPOINT ENERGY INC COMCNP3,471$102,1170.01%
423BROADCOM INC COMAVGO590$101,7750.01%
424PARKER-HANNIFIN CORP COMPH161$101,7230.01%
425REGENERON PHARMACEUTICALS COMREGN96$100,9190.01%
426MARSH & MCLENNAN COS INC COM571748102449$100,1670.01%
427T-MOBILE US INC COMTMUSZ484$99,8780.01%
428WALKME LTD ORD SHSM976281077,118$99,2960.01%
429WALKME LTD ORD SHSM976281077,114$99,2400.01%
430DEERE & CO COMDE237$98,9170.01%
431UNITEDHEALTH GROUP INC COMUNH169$98,8110.01%
432NOVO-NORDISK A S ADRNONOF824$98,1140.01%
433HILTON WORLDWIDE HLDGS INC COMHLT424$97,7320.01%
434AUTOMATIC DATA PROCESSING INC COMADP353$97,6860.01%
435MONDELEZ INTL INC CL A6092071051,325$97,6380.01%
436MOODYS CORP COMMCO205$97,2940.01%
437PALO ALTO NETWORKS INC COMPANW283$96,7290.01%
438TJX COS INC NEW COM872540109822$96,6180.01%
439VERTEX PHARMACEUTICALS INC COMVRTX205$95,3410.01%
440BANCO SANTANDER S.A. ADRBCDRF18,653$95,1300.01%
441STRYKER CORPORATION COMSYK263$95,0110.01%
442SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR86562M2097,490$94,5990.01%
443DANAHER CORPORATION COM235851102340$94,5270.01%
444ELEVANCE HEALTH INC COMELV181$94,1200.01%
445GRINDR INC COMGRND7,836$93,4830.01%
446RTX CORPORATION COMRTX770$93,2930.01%
447MASTERCARD INCORPORATED CL AMA186$91,8470.01%
448SALESFORCE INC COMCRM334$91,4190.01%
449ARISTA NETWORKS INC COMANET238$91,3490.01%
450CISCO SYS INC COMCSCO1,712$91,1020.01%
451BP PLC SPONSORED ADRBPPFF2,876$90,2780.01%
452NORTHROP GRUMMAN CORP COMNOC169$89,2440.01%
453BROADRIDGE FINL SOLUTIONS INC COM11133T103414$89,0220.01%
454BROADRIDGE FINL SOLUTIONS INC COM11133T103413$88,8070.01%
455KINROSS GOLD CORP COMKGCRF9,454$88,4890.01%
456AUTOMATIC DATA PROCESSING INC COMADP319$88,2850.01%
457BOOZ ALLEN HAMILTON HLDG CORP CL ABAH537$87,4020.01%
458GALLAGHER ARTHUR J & CO COM363576109309$86,9430.01%
459FEDEX CORP COMFDX311$85,1140.01%
460CARRIER GLOBAL CORPORATION COMCARR1,057$85,0780.01%
461SAP SE SPON ADRSAPGF371$84,9960.01%
462CADENCE DESIGN SYSTEM INC COMCDNS313$84,8320.01%
463HILTON WORLDWIDE HLDGS INC COMHLT366$84,3630.01%
464ELI LILLY & CO COMLLY95$84,1640.01%
465MICRON TECHNOLOGY INC COMMU809$83,9010.01%
466MARATHON PETE CORP COMMARA515$83,8990.01%
467SHOPIFY INC CL ASHOP1,044$83,6660.01%
468SCHLUMBERGER LTD COM STKSLB1,993$83,6060.01%
469SERVICENOW INC COMNOW93$83,1780.01%
470THE CIGNA GROUP COM125523100240$83,1460.01%
471MONROE CAP CORP COMMRCC10,285$83,1030.01%
472MORGAN STANLEY COM NEWMS-PQ796$82,9750.01%
473BOSTON SCIENTIFIC CORP COMBSX984$82,4590.01%
474GILEAD SCIENCES INC COMGILD981$82,2640.01%
475BANK AMERICA CORP COM0605051042,071$82,1770.01%
476AMPHENOL CORP NEW CL A0320951011,258$81,9750.01%
477PAYPAL HLDGS INC COMPYPL1,048$81,7750.01%
478STARBUCKS CORP COMSBUX836$81,5020.01%
479CENTERPOINT ENERGY INC COMCNP2,762$81,2580.01%
480SYNOPSYS INC COMSNPS160$81,0220.01%
481REGENERON PHARMACEUTICALS COMREGN77$80,9450.01%
482WASTE CONNECTIONS INC COMWCN452$80,8270.01%
483EQUINIX INC COMEQIX91$80,7740.01%
484ALPHABET INC CAP STK CL CGOOG483$80,7530.01%
485ROYAL CARIBBEAN GROUP COMV7780T103453$80,3440.01%
486WESTROCK COFFEE CO COMWEST12,332$80,1580.01%
487TESLA INC COMTSLA301$78,7510.01%
488TERNS PHARMACEUTICALS INC COMTERN9,372$78,1620.01%
489BLACKSTONE INC COMBX510$78,0960.01%
490UNITEDHEALTH GROUP INC COMUNH133$77,7620.01%
491ZOETIS INC CL AZTS398$77,7610.01%
492ROYAL CARIBBEAN GROUP COMV7780T103438$77,6840.01%
493COLGATE PALMOLIVE CO COMCL747$77,5460.01%
494ASTRAZENECA PLC SPONSORED ADRAZN994$77,4430.01%
495KLA CORP COM NEWKLAC100$77,4410.01%
496COLGATE PALMOLIVE CO COMCL743$77,1310.01%
497NORTHROP GRUMMAN CORP COMNOC146$77,0980.01%
498BANCO SANTANDER S.A. ADRBCDRF15,079$76,9030.01%
499TOTALENERGIES SE SPONSORED ADSTTE1,190$76,8980.01%
500SHELL PLC SPON ADSRYDAF1,163$76,7000.01%