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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

Old North State Trust, LLC

Quarter ended Q2 2023 · Filed May 23, 2023 · Accession 0001760444-23-000002

Total Value
$143,933
Positions
455
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (455)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES CORE 1-5 YEAR USD BOND ETF46432F85951,451$15,60810.84%
2APPLE INCAAPL51,746$7,6265.30%
3FNB Corp/PA302520101151$7,5535.25%
4SPDR BLMBG BARCLAYS CONVERT SECS ETF78464A35967,433$5,3883.74%
5SPDR S&P 500 ETFSPY18,852$4,9863.46%
6MICROSOFT CORPMSFT78,728$4,1962.92%
7Royal Bank of Canada7800871021,051$3,7272.59%
8DUKE ENERGY CORPDUKB32,944$2,5671.78%
9ELI LILLY & COLLY72,948$2,5621.78%
10ISHARES EDGE MSCI MIN VOL USA ETF46429B6975,911$2,0221.40%
11Arthur J Gallagher & Co3635761091,722$2,0111.40%
12PROCTER & GAMBLE CO/THE74271810912,898$1,7371.21%
13ISHARES SELECT DIVIDEND ETF4642871689,824$1,5681.09%
14SOUTHERN CO/THESOMN3,413$1,5301.06%
15Invesco S&P 500 Low Volatility ETFIVZ499$1,5211.06%
16Truist Financial Corp89832Q1093,103$1,4761.03%
17ISHARES CORE S&P MID-CAP ETF4642875075,359$1,4541.01%
18JOHNSON & JOHNSONJNJ14,911$1,4371.00%
19CISCO SYSTEMS INCCSCO5,731$1,4310.99%
20HOME DEPOT INC/THEHD10,826$1,4090.98%
21ISHARES CORE TOTAL USD BOND MARKET ETF46434V613963$1,4040.98%
22ABBVIE INCABBV12,211$1,3120.91%
23BRISTOL-MYERS SQUIBB COCELG-RI2,467$1,2690.88%
24ISHARES CORE S&P SMALL-CAP ETF4642878045,883$1,2670.88%
25COCA-COLA CO/THEKO13,221$1,2380.86%
26PFIZER INCPFE6,324$1,2230.85%
27iShares Russell 2000 ETF4642876556,244$1,2070.84%
28VERIZON COMMUNICATIONS INCVZ6,455$1,1500.80%
29VANGUARD TOTAL STOCK MARKET ET922908769593$1,1190.78%
30MERCK & CO INCMRK5,736$1,1150.77%
31NVIDIA CORPNVDA44,455$1,0980.76%
32MCDONALD'S CORPMCD11,727$1,0630.74%
33Genuine Parts CoGPC2,342$1,0440.73%
34COSTCO WHOLESALE CORP22160K10598,392$1,0040.70%
351/100 BERKSHIRE HTWY CLA 100 SBRK-A200$9310.65%
36PEPSICO INCPEP13,079$8950.62%
37BERKSHIRE HATHAWAY INC CLASS BBRK-A5,720$8610.60%
38INTEL CORPINTC2,793$8000.56%
39AMAZON.COM INCAMZN3,099$7910.55%
40WELLS FARGO & CO9497461012,002$7870.55%
41EXXON MOBIL CORPXOM1,769$7750.54%
42TARGET CORPTGT13,911$7630.53%
43WALMART INCWMT5,726$7510.52%
44MONDELEZ INTERNATIONAL INC6092071051,331$7190.50%
45BANK OF AMERICA CORP06050510421,109$6750.47%
46Vanguard Mid-Cap ETF9229086297,171$6660.46%
47SPDR S&P MidCap 400 ETFMDY5,501$6650.46%
48VANGUARD FTSE ALL WORLD EX US922042775842$6440.45%
49AMERIPRISE FINL03076C10647,215$6110.42%
50WALT DISNEY CO/THE25468710611,670$5890.41%
51Vanguard FTSE Developed Markets ETF921943858226$5880.41%
52AUTO DATA PROCESSINGADP35,845$5860.41%
53CHIPOTLE MEXICAN GRLCMG257,953$5720.40%
54JPMORGAN CHASE & COVYLD7,582$5610.39%
55Unilever PLCUNLYF312$5430.38%
56INTERNATIONAL BUSINESS MACHINEINTR1,803$5270.37%
57BLACKSTONE INCBX14,154$5240.36%
58HONEYWELL INTERNATIONAL INC43851610634,405$5210.36%
59ENBRIDGE INCENNPF4,542$5170.36%
60Accenture PLCACN48,016$5150.36%
61NIKE INC CLASS BNKE21,098$5030.35%
62NEXTERA ENERGY INCNEE-PW2,060$4860.34%
63MASTERCARD INC CLASS AMA57,432$4860.34%
64AT&T INCT-PC2,481$4830.34%
65CHEVRON CORPCVX7,540$4800.33%
66ALPHABET INC CLASS CGOOG2,896$4790.33%
67Archer-Daniels-Midland CoADM2,469$4670.32%
68UNION PACIFIC CORPUNP35,468$4550.32%
69KIMBERLY CLARK CORPKMB2,943$4500.31%
70Invesco QQQ TrustIVZ4,493$4440.31%
71VALERO ENERGY CORPVLO7,824$4160.29%
72ALPHABET INC CLASS AGOOG1,908$3960.28%
73T-MOBILE US INCTMUSZ21,439$3950.27%
74Financial Select Sector SPDR ETF81369Y60596$3920.27%
75ABBOTT LABORATORIESABLZF2,850$3810.26%
76ESTEE LAUDERCO INC CLASS A51843910438,712$3710.26%
77ISHARES S&P 500 GROWTH ETF464287309828$3700.26%
78Kinder Morgan Inc/DEEP-PC420$3650.25%
79BCE INC FBCPPF2,362$3610.25%
80MetLife IncMET-PF2,028$3570.25%
81AMGEN INC.AMGN12,039$3470.24%
82SANOFI S A F SPONSORED ADR 1 ASNYNF2,381$3460.24%
83KRAFT HEINZ CO/THEKHC480$3410.24%
84ABB LtdABLZF343$3380.23%
85ISHARES CORE S&P TOTAL US STOC4642871502,369$3340.23%
86Lockheed Martin CorpLMT22,691$3300.23%
87UNITEDHEALTH GRP INCUNH5,751$3250.23%
88Tractor Supply CoTSCO2,115$3150.22%
89ZOETIS INC CLASS AZTS25,969$3140.22%
90WASTE MANAGEMENT INC94106L1097,670$3120.22%
91Becton Dickinson and CoBDX16,585$3100.22%
92Weyerhaeuser CoWY452$3100.22%
93LULULEMON ATHLETICALULU58,639$3100.22%
94MICROCHIP TECHNOLOGYMCHPP3,611$3040.21%
95Sysco CorpSYY463$2970.21%
96iShares Russell Mid-Cap Growth ETF464287481819$2950.20%
97DOMINION ENERGY INCD2,267$2940.20%
98AllianceBernstein Holding LP01881G106219$2940.20%
99HINES GLOBAL INCOME TRUS T INC43324340927,131$2920.20%
100FACEBOOK INCMETA17,911$2860.20%
101CVS HEALTH CORPCVS2,465$2860.20%
102Technology Select Sector SPDR ETF81369Y803453$2860.20%
103Norfolk Southern Corp6558441085,088$2850.20%
104PRUDENTIAL FINANCIAL INCPUKPF9,685$2850.20%
105MCKESSON CORPMCK42,371$2810.20%
106iShares S&P 500 Value ETF464287408455$2790.19%
107AMERICAN TOWER CORP03027X10016,553$2770.19%
108TAIWAN SEMICONDUCTR F SPONSORE87403910011,420$2760.19%
109Northrop Grumman CorpNOC22,624$2760.19%
110Nucor CorpNUE1,854$2760.19%
111First Citizens BancShares Inc/NC31946M1031,946$2710.19%
112Invesco Variable Rate Preferred ETFIVZ487$2630.18%
113ALTRIA GROUP INCMO2,221$2530.18%
114Bank of Nova Scotia/The06414910750$2450.17%
115CITIGROUP INCC-PR7,660$2450.17%
116PIONEER NATURAL RES72378710720,443$2400.17%
117DEERE & CODE2,497$2400.17%
118ELEVANCE HEALTH INCELV3,448$2360.16%
119Enterprise Products Partners LP29379210752$2320.16%
120LYONDELLBASELL INDS F CLASS ALYB599$2300.16%
121United Parcel Service IncUPS4,074$2290.16%
122MEDTRONIC PLCMDT8,237$2280.16%
123ISHARES CORE S&P 500 ETF4642872003,719$2260.16%
124CROWN CASTLE INC REITCCI2,813$2230.15%
125ENERGY TRANSFER L P LPET-PI229$2210.15%
126AFLAC INCAFL699$2200.15%
127Vanguard Real Estate ETF922908553664$2200.15%
128Lowe's Cos Inc5486611073,000$2200.15%
129VISA INCV4,635$2190.15%
1303M CoMMM841$2170.15%
131Sonoco Products Co8354951021,098$2070.14%
132ADVANCED MICRO DEVICES INCAMD3,188$2030.14%
133EMERSON ELECTRIC COEMR799$2010.14%
134JACOBS SOLUTIONS INCJ13,875$1990.14%
135PHILIP MORRIS INTERNATIONAL IN7181721091,961$1960.14%
136Leggett & Platt IncLEG64$1910.13%
137MORGAN STANLEYMS-PQ308$1900.13%
138DUPONT DE NEMOURS INC IADD3,287$1890.13%
139VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF9220208053,086$1880.13%
140Pembina Pipeline CorpPPLOF65$1880.13%
141Rio Tinto Plc ADR Rep One CORP COMMONRTNTF206$1840.13%
142NUVEEN HIGH YIELD MUNICI PAL BNU12,133$1840.13%
143TRP INTEGRATED US SMALL- CAP G7799171034,931$1830.13%
144MARVELL TECHNOLOGY INCMRVL3,720$1790.12%
145BOEING CO/THEBA-PA5,137$1770.12%
146ASTRAZENECA PLC F SPONSORED ADAZN2,480$1730.12%
147DANAHER CORP23585110224,452$1720.12%
148ISHARES MSCI EAF MIN VOL FCT E46429B6891,164$1710.12%
149M&T Bank Corp55261F104239$1700.12%
150VANGUARD DIVIDEND APPRECIATION ETF9219088442,206$1650.11%
151BROADCOM INCAVGO3,315$1650.11%
152CUMMINS INCCMI7,901$1640.11%
153CHUBB LTD FCB1,545$1610.11%
154GOLDMAN SACHS GROUPGSCE1,502$1610.11%
155GSK PLC ADR F SPONSORED ADR 1GLAXF1,424$1600.11%
156DOW INCDOW1,132$1560.11%
157RAYTHEON TECHNOLOGIES CORTX2,257$1470.10%
158ENTERGY CORPENO1,177$1370.10%
159ANALOG DEVICES INCADI1,791$1370.10%
160THERMO FISHER SCNTFCTMO5,193$1330.09%
161GENERAL MILLS INC3703341041,340$1330.09%
162KLA CORPKLAC678$1300.09%
163Colgate-Palmolive CoCL902$1290.09%
164CSX CorpCSX60$1260.09%
165NXP Semiconductors NVNXPI11,561$1240.09%
166Netflix IncNFLX27,638$1230.09%
167CONOCOPHILLIPSCOP959$1190.08%
168PARKER-HANNIFIN CORPPH2,531$1160.08%
169DIGITAL REALT 5.85 PFD PFD SE2538688305,000$1160.08%
170PGIM HIGH YIELD Z74440Y80125,022$1150.08%
171BLACKROCK INCBLK10,040$1140.08%
172FirstEnergy CorpFE40$1120.08%
173WisdomTree Emerging Markets High Div ETFWT38$1090.08%
174Magellan Midstream Partners Limited Partnership55908010654$1090.08%
175ELECTRONIC ARTS INCEA13,372$1080.08%
176Goldman Sachs ActiveBeta US LgCp Eq ETFNVGLF81$1060.07%
177Starbucks CorpSBUX2,291$1060.07%
178iShares S&P Mid-Cap 400 Value ETF464287705308$1050.07%
179CATERPILLAR INCCAT508$1050.07%
180JPMORGAN CHASE & 6 PFD PFD SEVYLD4,150$1040.07%
181Clorox Co/TheCLX1,266$1020.07%
182AIR PROD & CHEMICALSAIIR2,200$1020.07%
183PUB SVC ENTERPISE GP744573106814$1010.07%
184First Trust Technology AlphaDEX ETF33734X176105$1010.07%
185British American Tobacco PLCBritish American Tobacco PLC11044810770$1000.07%
186COMCAST CORPCCZ1,657$990.07%
187NEWMONT CORPNEMCL1,574$970.07%
188TOTALENERGIES SE F SPONSORED ATTE1,648$970.07%
189CHEMOURS COCC1,786$970.07%
190PNC FINANCIAL SERVICES GROUP INC/THE6934751051,600$950.07%
191EVERSOURCE ENERGYES2,508$940.07%
192NOVARTIS AGNVSEF1,121$930.06%
193Discover Financial Services254709108593$920.06%
194PIMCO PREFERRED AND CAPI TAL S72202E66611,116$910.06%
195MARRIOTT INTL INC CLASS A5719032029,631$900.06%
196Texas Instruments Inc8825081041,488$880.06%
197Lincoln National Corp534187109225$880.06%
198Quanta Services Inc74762E1028,165$870.06%
199MARSH & MC LENNAN CO571748102522$870.06%
200CORNING INCGLW814$860.06%
201MASCO CORPMAS3,240$860.06%
202Vanguard Consumer Staples ETF92204A207774$830.06%
203Eaton Corp PLCETN1,885$830.06%
204APPLIED MATERIALS038222105276$810.06%
205SAP SE F SPONSORED ADR 1 ADR RSAPGF2,373$810.06%
206ISHARES SHORT MATURITY BOND ETF46431W5071,603$800.06%
207Simon Property Group INC 8288061097,054$790.05%
208Yum! Brands IncYUM528$790.05%
209Srh Total Return Fund INC CfSTEW12$790.05%
210WARNER BROTHERS DISCOVERWBD253$770.05%
211CAPITAL ONE FC14040H1051,041$760.05%
212Humana IncHUM1,456$750.05%
213VANGUARD VALUE ETF922908744677$750.05%
214SHELL PLC F SPONSORED ADR 1 ADRYDAF360$750.05%
215MICRON TECHNOLOGYMU3,983$730.05%
216HORMEL FOODS CORPHRL1,836$720.05%
217KROGER COKR1,334$720.05%
218ALLSTATE CORPALL-PJ633$710.05%
219CATALENT INC1488061024,491$710.05%
220NOVO-NORDISK AS VORMAL F SPONSNONOF2,200$700.05%
221iShares Russell Mid-Cap ETF464287499140$700.05%
222OCCIDENTAL PETROL CO674599105174$690.05%
223Edwards Lifesciences CorpEW248$690.05%
224PRINCIPAL FINANCIAL GROUP INCPFG922$690.05%
225Vanguard Mid-Cap Value ETF922908512134$670.05%
226TRANE TECHNOLOGIES PLC FTT366$670.05%
227Qorvo IncQRVO305$660.05%
228BP PLCBPPFF370$650.05%
229Real Estate Select Sector SPDR81369Y86037$650.05%
230iShares Edge MSCI Min Vol USA Sm-Cp ETF46435G43369$650.05%
231L3HARRIS TECHNOLOGIES INLHX550$620.04%
232TJX Cos Inc/The872540109549$620.04%
233ORACLE CORPORCL-PD480$600.04%
234EXPEDIA GROUP INC.EXPE6,698$590.04%
235STRYKER CORPSYK1,448$580.04%
236HCA HEALTHCARE INCHCA806$570.04%
237ILLINOIS TOOL WORKS INC4523081091,713$570.04%
238Charles Schwab Corp/TheSCHW-PJ210$570.04%
239AMER ELECTRIC PWR CO0255371011,053$560.04%
240PPL CORPPPLC1,285$560.04%
241PHILLIPS 66PSX566$560.04%
242MOTOROLA SOLUTIONSMSI864$550.04%
243ZIMMER BIOMET HLDGSZBH4,911$550.04%
244ECOLAB INCECL526$550.04%
245AVERY DENNISON CORPAVY547$540.04%
246Sun Life Financial IncSUNFF234$530.04%
247Linde Plc CORP COMMONLIN1,422$530.04%
248Carrier Global Corp COMMONCARR732$520.04%
249General Dynamics CorpGD913$520.04%
250AVALONBAY CMNTYS INC REITAWX6,070$510.04%
251REALTY INCOME CORP REITO430$510.04%
252Fastenal CoFAST539$500.03%
253UNIV AK 423 PUB EDUC DUE 10/0914046XT950,000$500.03%
254QUALCOMM IncQCOM1,403$480.03%
255INVESCO LTD FIVZ745$480.03%
256Dover CorpDOV456$470.03%
257ISHARES FLOATING RATE BOND ETF46429B655909$460.03%
258KEYCORP 5.625 PFD PFD SER GBEKE2,000$440.03%
259PUBLIC STORAGE REITPSA-PS704$440.03%
260WEC Energy Group IncWEC569$440.03%
261TRAVELERS COMPANIESTRV422$440.03%
262NASDAQ INCNDAQ279$440.03%
263TYSON FOODS INC CLASS ATSN506$430.03%
264Otis Worldwide Corp COMMONOTIS928$430.03%
265iShares National Muni Bond ETF464288414108$430.03%
266Spdr Nuveen Bloomberg Short Term Mun Bond Etf Nuven Blm Sht Tm Mpl Bnd78468R73948$430.03%
267GLOBAL PAYMENTS INC37940X1023,263$420.03%
268LA SALLE COUNTY ILL 429 GO UT504381AX240,000$420.03%
269EOG Resources IncEOG459$420.03%
270Ford Motor Co34537086025$420.03%
271INTERCONTINENTAL EXC45866F1041,270$400.03%
272HALEON PLC F SPONSORED ADR 1 AHLNCF1,663$400.03%
273LAB CO OF AMER HLDG50540R409921$400.03%
274GEN DIGITAL INCGENVR774$380.03%
275Paychex IncPAYX802$380.03%
276GENERAL ELECTRIC CO369604301495$380.03%
277Church & Dwight Co IncCHD796$370.03%
278SPDR INDEX SHARES EMERG MARKT78463X5091,084$370.03%
279SPDR Gold SharesGLD550$360.03%
280AMEREN CORPAEE402$350.02%
281VANGUARD 500 INDEX ADMIRAL92290871090$340.02%
282ASML HOLDING N V F SPONSORED AASMLF50$340.02%
283Hewlett Packard Enterprise CoHPE-PC64$340.02%
284QVC, INC. 6.375PFD DUE 09/13/QVCC4,000$340.02%
285LEAR CORPLEA302$320.02%
286Vertex Pharmaceuticals IncVRTX315$320.02%
287Yum China Holdings IncYUMC127$320.02%
288Interpublic Group of Cos Inc/TheINTR186$310.02%
289HP INC.HPQ192$310.02%
290Vanguard Long-term Bond Index Fund Long Term Etf92193779377$290.02%
291Campbell Soup CoCPB55$290.02%
292ASTOR MACRO ALTERNATIVE I66538B5522,795$290.02%
293Seagate Technology Holdings Plc CORP COMMONSE198$280.02%
294Baxter International Inc071813109162$280.02%
295IQVIA Holdings IncIQV597$270.02%
296Constellation Brands IncSTZ678$270.02%
297Xcel Energy IncXELLL135$270.02%
298Assurant IncAIZN240$270.02%
299MD ST DEPT TRANS 427 COMB TAX574204D4225,000$260.02%
300AMERICAN MUTUAL FUND F1027681402530$260.02%
301COLUMBUS OH 425 GO UTX DUE 08199492QR325,000$260.02%
302TEXTRON INCTXT347$250.02%
303FMC CorpFMC122$240.02%
304PAYPAL HOLDINGS INCORPORPYPL316$240.02%
305MI ST HSG RNTL 2.3530 MULT HS59465M6G525,000$230.02%
306SALESFORCE INCCRM1,006$230.02%
307Vanguard Short-Term Bond ETF921937827153$220.02%
308iShares MSCI EAFE ETF46428746572$210.01%
309SCHLUMBERGER LTD FSLB160$210.01%
310Marathon Petroleum CorpMARA270$210.01%
311EXELON CORPEXC109$200.01%
312Host Hotels & Resorts IncHST16$200.01%
313International Paper Co460146103361$200.01%
314iShares 1-3 Year Treasury Bond ETF464287457329$200.01%
315VIATRIS INCVTRS304$190.01%
316iShares Russell Mid-Cap Value ETF464287473106$190.01%
317CARLSBERG AS F SPONSORED ADR 1142795202570$180.01%
318SAFRAN F SPONSORED ADR 1 ADR R786584102484$180.01%
319US BancorpUSB-PS108$180.01%
320Boston Beer Co Inc/TheSAM329$180.01%
321Conagra Brands IncCAG113$180.01%
322PAWTUCKET RI 527 GO UTX DUE 07041653B315,000$170.01%
323Darden Restaurants IncDRI310$160.01%
324BRIDGEPORT CT 528 VP DUE 08/11081516Z915,000$160.01%
325ESSILOR INTL S A F SPONSORED A297284200174$160.01%
326PERNOD RICARD S A F SPONSORED714264306358$160.01%
327VANGUARD S&P SMALL CAP 600 VAL921932778200$160.01%
328SAUK VILLAGE IL 428 DB UTX DU804382HQ515,000$160.01%
329VANECK MORNINGSTAR WIDE MOAT E92189F643200$150.01%
330VERANO HLDGS CORP FVRNO5,000$150.01%
331Omnicom Group IncOMC94$150.01%
332Canadian Pacific Railway Ltd CORP COMMON13645T10077$150.01%
333LONDON STOCK EXCHANGE F SPONSO54211N101624$150.01%
334WY CDA HSG 330 SING HSG DUE 098322QSU215,000$150.01%
335DIAGEO PLC F SPONSORED ADR 1 ADGEAF1,136$140.01%
336General Motors Co37045V10037$140.01%
337Snap INC CLASS A CORP COMMONSNAP258$140.01%
338AIRBUS SE F SPONSORED ADR 1 ADAIIR430$140.01%
339ORGANON & COOGN654$140.01%
340Lamb Weston Holdings IncLW105$130.01%
341US TREASURY STRIP 026 DUE 05/912833LZ115,000$130.01%
342WD-40 CoWDFC178$130.01%
343Invesco Buyback Achievers Etf InvscIVZ85$120.01%
344CME Group IncCME383$120.01%
345MURATA MFG CO LTD F SPONSORED626425102795$120.01%
346CORTEVA INCCTVA197$120.01%
347CHARTER COMMUNICATN CLASS A16119P10832$110.01%
348Arista Networks INC CORP COMMONANET839$110.01%
349WisdomTree US LargeCap Dividend ETFWT124$110.01%
350VF CorpVFC137$110.01%
351First Bancorp/Southern Pines NC31891010636$110.01%
352Digital Realty Trust Inc253868103197$110.01%
353IBERDROLA S A F SPONSORED ADR450737101195$100.01%
354Splunk INC CORP COMMON84863710496$100.01%
355Cardinal Health IncCAH604$100.01%
356Regions Financial CorpRF-PF19$100.01%
357UNICHARM CORP F SPONSORED ADR90460M2041,216$100.01%
358Coca-Cola European Partners PLCCCEP118$90.01%
359ENEL-SOCIETA PER AZION F SPONS29265W2071,467$90.01%
360KeyCorp49326710813$90.01%
361MIDCAP FINL INVESTMENT C03761U502833$90.01%
362SPDR S&P Dividend ETF78464A763124$90.01%
363Check Point Software TechnologyM22465104130$80.01%
364Dte Energy CO CORP COMMONDTK110$80.01%
365AMG RIVER ROAD SMALL-MID CAP V00171A878910$80.01%
366Western Union Co/TheWU33$80.01%
367HDFC BK LTD F SPONSORED ADR 1HDB116$80.01%
368S&P GLOBAL INCSPGI1,038$80.01%
369Intuit IncINTU446$70.00%
370iShares JP Morgan USD Em Mkts Bd ETF464288281345$70.00%
371NiSource IncNI28$70.00%
372Ashland Global Holdings IncASH103$70.00%
373Crispr Therapeutics Ag CORP COMMONCRSP45$70.00%
374DSV A/S F SPONSORED ADR 1 ADR26251A10876$70.00%
375MERCADOLIBRE INCMELI5$70.00%
376AON PLC F CLASS AAON18$60.00%
377WisdomTree Emerging Markets SmCp Div ETFWT183$60.00%
378ASSA ABLOY AB F SPONSORED ADR045387107483$60.00%
379NIDEC CORP F SPONSORED ADR 1 ANODK470$60.00%
380Southwest Airlines Co84474110865$60.00%
381THE CIGNA GROUP12552310024$60.00%
382VANGUARD INFLATION-PROTE CTED922031745571$60.00%
383United Airlines Holdings IncUNTCW89$60.00%
384SAMSONITE INTERNTNL SA F SPONSSMSOF349$50.00%
385First Horizon National CorpFHN-PH373$50.00%
386Embecta Corp COMMONEMBC1,294$50.00%
387Kellogg CoBEKE67$50.00%
388ISHARES CORE MSCI EMERGING ETF46434G103101$50.00%
389JARDINE MATHESON HLD F SPONSOR47111540295$50.00%
390Wyndham Hotels & Resorts IncWH68$50.00%
391Vanguard Small-Cap Value ETF922908611318$50.00%
392SONOVA HOLDING A G F SPONSORED83569C10277$50.00%
393DANONE F SPONSORED ADR 1 ADR R23636T100426$50.00%
394iShares Edge MSCI Min Vol Emerg Mkts ETF46428653355$50.00%
395MASTERBRAND INCMBC466$40.00%
396DXC Technology CoDXC51$40.00%
397Activision Blizzard Inc00507V109171$40.00%
398BEIGENE LTD F SPONSORED ADR 1BEIGF19$40.00%
399PROLOGIS INC. REITPLDGP144$40.00%
400GE HEALTHCARE TECHNOLOGIGEHC119$40.00%
401THE MOSAIC COMOS80$40.00%
402AIR LIQUIDE F SPONSORED ADR 1AIIR110$40.00%
403CANADIAN NATL RAILWY F13637510236$40.00%
404SVENSKA HANDELSBANKEN F SPONSO86959C103852$40.00%
405Johnson Controls InternationalG51502105361$40.00%
406INTERCONTL HTLS F UNSPONSORED45857P80654$40.00%
407GIVAUDAN SA F SPONSORED ADR 137636P10869$40.00%
408American International Group Inc02687478450$30.00%
409Alcon IncALC141$30.00%
410TWO HARBORS INVESTMENTS90187B804175$30.00%
411Walgreens Boots Alliance Inc93142710835$30.00%
412iShares Russell 1000 Value ETF464287598914$30.00%
413DNB BANK ASA F SPONSORED ADR 123341C103165$30.00%
414Amerisourcebergen Corp COMMONCOR160$30.00%
415Hershey Co/TheHSY254$20.00%
416ADOBE INCADBE4$20.00%
417ACV AUCTIONS INC CLASS AACVA170$20.00%
418OBSIDIAN ENERGY LIMITE FOBE357$20.00%
419iShares Russell 1000 Growth ETF464287614244$20.00%
420MOODYS CORPMCO6$20.00%
421Utilities Select Sector SPDR ETF81369Y886406$20.00%
422MSCI INCMSCI3$20.00%
423LLOYDS BANKING GROUP F SPONSORLLOBF668$20.00%
424COPART INCCPRT24$20.00%
425LPL FINL HLDGS50212V10012$20.00%
426KOSE CORP F UNSPONSORED ADR 150067910592$20.00%
427Snowflake IncSNOW1,543$20.00%
428Dell Technologies IncDELL40$20.00%
429DOUBLELINE TOTAL RETURN BOND I258620103240$20.00%
430PacWest Bancorp69526310368$20.00%
431Gilead Sciences IncGILD166$20.00%
432BAKER HUGHES CO. CLASS ABKR84$20.00%
433Kontoor Brands IncKTB97$10.00%
434LIBERTY MEDIA CORP SERIES A LIFWONB16$10.00%
435CLEVELAND-CLIFFS INCCLF39$10.00%
436INCYTE CORPINCY20$10.00%
437Carnival CorpCUKPF10$10.00%
438Airbnb INCABNB746$10.00%
439Cincinnati Financial Corp172062101224$10.00%
440ZIONS BANCORP N A98970110722$10.00%
441TAPESTRY INCTPR31$10.00%
442ECHOSTAR CORP CLASS ASATS50$10.00%
443BLACKROCK HIGH YIELD BON D KBLK152$10.00%
444PALO ALTO NETWORKSPANW6$10.00%
445LAM RESEARCH CORPLRCX2$10.00%
446VIAVI SOLUTIONS INCVIAV62$10.00%
447AUTODESK INCADSK7$10.00%
448PROSUS N V F SPONSORED ADR 1 A74365P10855$10.00%
449RYOHIN KEIKAKU CO F SPONSORED78392U10574$10.00%
450WABTEC CORP9297401081$00.00%
451HORIZON BANCORP INCHBNC38$00.00%
452Zimvie INC CORP COMMON98888T107159$00.00%
453ORION OFFICE REIT INC REITONL16$00.00%
454Canaan INC ADR Rep 15 CORP COMMONCAN3$00.00%
455Sylvamo Corp COMMONSLVM49$00.00%