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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

Summit Financial, LLC

Quarter ended Q2 2024 · Filed July 31, 2024 · Accession 0001765536-24-000002

Total Value
$2.19B
Positions
487
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (487)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS TOTAL STK MKT9229087691,530,667$410.9M18.77%
2VANGUARD INTL EQUITY INDEX F ALLWRLD EX US9220427753,290,670$193.0M8.81%
3VANGUARD INDEX FDS GROWTH ETF922908736238,781$89.4M4.08%
4CHIPOTLE MEXICAN GRILL INC COMCMG1,154,736$72.3M3.30%
5VANGUARD INDEX FDS VALUE ETF922908744389,593$62.9M2.87%
6MICROSOFT CORPCOMMSFT103,509$46.3M2.11%
7APPLE INC COMAAPL203,192$42.8M1.95%
8AMAZON COM INC COMAMZN214,957$41.5M1.90%
9SPDR S&P 500 ETF TRTR UNITSPY75,573$41.3M1.88%
10NVIDIA CORPORATION COMNVDA300,549$37.1M1.70%
11VANGUARD INDEX FDS SM CP VAL ETF922908611193,022$35.4M1.62%
12VANGUARD INDEX FDS MCAPVLIDXVIP922908512195,074$29.5M1.35%
13VANGUARD INDEX FDSS&P 500 ETF SHS92290836349,706$24.9M1.14%
14ISHARESTRCOREMSCI EAFE46432F842331,044$24.0M1.10%
15ISHARES CORE S&P 500 ETF46428720042,542$23.3M1.06%
16VANGUARD TAX-MANAGED INTLFD FTSE DEV MKT ETF921943858423,051$20.9M0.95%
17COSTCO WHSL CORP NEW COM22160K10523,065$19.6M0.90%
18META PLATFORMS, INC.META37,288$18.8M0.86%
19WHEATON PRECIOUS METALS CORP COMWPM307,938$16.1M0.74%
20JPMORGAN CHASE & CO COMVYLD73,949$15.0M0.68%
21INVESCO QQQ TRUST 1IVZ30,855$14.8M0.68%
22ISHARES RUSSELL 2000ETF46428765572,288$14.7M0.67%
23BROADCOM INC.AVGO8,164$13.1M0.60%
24ISHARES TR 20 YR TR BD ETF464287432139,439$12.8M0.58%
25VANGUARD INDEX FDS SMALL CP ETF92290875157,156$12.5M0.57%
26UNITEDHEALTH GROUP NC COMUNH24,544$12.5M0.57%
27ISHARES TR CORE US AGGBD ET464287226128,202$12.4M0.57%
28ISHARES RUS 1000 GRW ETF46428761431,727$11.6M0.53%
29CATERPILLARINCCOMCAT34,456$11.5M0.52%
30VANGUARD INDEX FDS MID CAP ETF92290862946,791$11.4M0.52%
31DIAMONDBACK ENERGY, INC.FANG56,709$11.4M0.52%
32ISHARES INC CORE MSCI EMKT46434G103207,418$11.1M0.51%
33WALMART INC COMWMT156,271$10.6M0.48%
34VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF922042858241,764$10.6M0.48%
35BERKSHIRE HATHAWAY INC DEL CL BBRK-A25,303$10.3M0.47%
36ISHARESTRNATIONAL MUN ETF46428841492,269$9.8M0.45%
37SPDRSERTRPRTFLO S&P500 GW78464A409114,260$9.2M0.42%
38EXXON MOBIL CORPXOM79,342$9.1M0.42%
39ISHARES 7-10 YR TRSY BD46428744093,720$8.8M0.40%
40ISHARES TR CORE TOTAL USD46434V613192,540$8.7M0.40%
41VISA INCCOM CL AV33,145$8.7M0.40%
42SCHWAB STRATEGIC T RSCHWB FDT INTLG808524755244,373$8.6M0.39%
43REGENERON PHARMACEUTICALS, INC.REGN8,174$8.6M0.39%
44ISHARES RUS 1000 VAL ETF46428759847,588$8.3M0.38%
45ISHARES TR ISHS 1-5YR INVS464288646149,574$7.7M0.35%
46ELI LILLY AND COMPANYLLY8,374$7.6M0.35%
47SELECTSECTOR SPDR TRSBI INT-INDS81369Y70462,191$7.6M0.35%
48VANGUARD WHITEHALL FDS HIGH DIV YLD92194640663,180$7.5M0.34%
49ALPHABETINCCAPSTKCLCGOOG39,653$7.3M0.33%
50VANGUARD MUN BD FDS TAX EXEMPT BD922907746142,295$7.1M0.33%
51SPDR PTF S&P 500 VALUE78464A508145,032$7.1M0.32%
52VANGUARDBD INDEX FDSTOTAL BND MRKT92193783596,736$7.0M0.32%
53INVESCO S&P500 EWGHTIVZ41,796$6.9M0.31%
54DRAFTKINGS INC.DKNG178,913$6.8M0.31%
55ISHARESTRCORE S&P TTL STK46428715057,421$6.8M0.31%
56ISHARES:IBOXX $IG CORP46428724262,663$6.7M0.31%
57ABBVIE INCABBV38,511$6.6M0.30%
58UNITED RENTALS, INC.URI9,707$6.3M0.29%
59HOMEDEPOTINCCOMHD17,922$6.2M0.28%
60NETFLIX INCCOMNFLX8,932$6.0M0.28%
61SEL SECTOR:ENERGY SPDR81369Y50665,372$6.0M0.27%
62JOHNSON & JOHNSON COMJNJ38,661$5.7M0.26%
63HONEYWELLINTLINCCOM43851610626,417$5.6M0.26%
64PROCTER AND GAMBLE CO COM74271810934,080$5.6M0.26%
65VANGUARD SCOTTSDALE FDS INT-TERM CORP92206C87068,335$5.5M0.25%
66COCA COLA CO COMKO84,074$5.4M0.25%
67SPDR GOLD TRGOLD SHSGLD24,356$5.2M0.24%
68MERCK & CO INCCOMMRK41,116$5.1M0.23%
69S&P GLOBAL INC.SPGI11,423$5.1M0.23%
70ACCENTURE PLC IRELAND SHS CLASS AACN16,700$5.1M0.23%
71ISHARES TR CORE MSCI TOTAL46432F83474,300$5.0M0.23%
72ISHARES RUS 2000 GRW ETF46428764819,081$5.0M0.23%
73SALESFORCE COM INC COMCRM19,090$4.9M0.22%
74SCHWAB STRATEGIC TR US LCAP GR ETF80852430048,223$4.9M0.22%
75NEXTERA ENERGY INCCOMNEE-PW68,595$4.9M0.22%
76SCHWAB STRATEGIC TR US LCAP VA ETF80852440965,161$4.9M0.22%
77ABBOTT LABS COMABLZF46,668$4.8M0.22%
78ADVANCED MICRO DEVICES, INC.AMD29,389$4.8M0.22%
79SEL SECTOR SPDR TECHNOLOGY81369Y80320,744$4.7M0.21%
80ORACLE CORPORATIONORCL-PD33,230$4.7M0.21%
81MCDONALDS CORPCOMMCD18,122$4.6M0.21%
82ISHARESTRCORE S&P MCP ETF46428750778,838$4.6M0.21%
83ISHARES RUS MDCP VAL ETF46428747338,068$4.6M0.21%
84TESLA INCCOMTSLA23,105$4.6M0.21%
85MORGAN STANLEYMS-PQ46,468$4.5M0.21%
86ISHARES TR 0-5YR INVT GR CP46434V10090,503$4.5M0.20%
87SHERWIN WILLIAMS COCOMSHW14,801$4.4M0.20%
88TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD.87403910024,766$4.3M0.20%
89CYBERARK SOFTWARE LTD.M2682V10815,620$4.3M0.20%
90UNION PAC CORPCOMUNP18,642$4.2M0.19%
91AUTOMATIC DATA PROCESSING, INC.ADP16,743$4.0M0.18%
92THE SOUTHERN COMPANYSOMN51,017$4.0M0.18%
93BLACKROCK INC COMBLK4,846$3.8M0.17%
94ANALOG DEVICES, INC.ADI16,558$3.8M0.17%
95VANGUARD BD INDEX FDS INTERMED TERM92193781950,412$3.8M0.17%
96SPDR INDEX SHS FD SGLB NAT RESRCE78463X54167,536$3.8M0.17%
97CROWDSTRIKE HLDGS INC CL ACRWD9,406$3.6M0.16%
98CHUBBLIMITEDCOMCB14,012$3.6M0.16%
99SPDR BBG HIGH YIELD BD78468R62237,834$3.6M0.16%
100PHILLIPS66COMPSX25,264$3.6M0.16%
101MERCADOLIBRE, INC.MELI2,168$3.6M0.16%
102TEXAS INSTRS INCCOM88250810417,971$3.5M0.16%
103MASTERCARD INCORPORATEDCL AMA7,896$3.5M0.16%
104SEABRIDGE GOLD INCSA251,000$3.4M0.16%
105LINDEPLCSHSLIN7,807$3.4M0.16%
106ISHARES TR MSCI EAFE ETF46428746542,949$3.4M0.15%
107SPDR S&P MIDCAP 400 ETFMDY6,240$3.4M0.15%
108ENERGY TRANSFER UNTET-PI196,357$3.2M0.15%
109TJX COS INC NEWCOM87254010928,704$3.2M0.14%
110ISHARES RUS MD CP GR ETF46428748127,124$3.0M0.14%
111APPLIEDMATLSINCCOM03822210512,661$3.0M0.14%
112PEPSICO INC COMPEP17,558$2.9M0.13%
113ISHARES TR CORE S&P US VLU46428766332,018$2.8M0.13%
114ISHARESTRCORE S&P SCP ETF46428780426,203$2.8M0.13%
115UNITED PARCEL SERVICE INCCL BUPS20,243$2.8M0.13%
116VANGUARD SPECIALIZED FUNDS DIV APP ETF92190884415,046$2.8M0.13%
117ISHARES:S&P 10046428710110,412$2.8M0.13%
118INTUITIVE SURGICAL INC COMISRG6,062$2.7M0.12%
119ISHARES INC MSCI GBL MIN VOL46428652525,468$2.7M0.12%
120AMERIPRISE FINL INC COM03076C1066,237$2.7M0.12%
121MARSH & MCLENNAN COS INC COM57174810212,398$2.6M0.12%
122THERMO FISHER SCIENTIFICINCCOMTMO4,714$2.6M0.12%
123VANGUARD TOT I S;ETF92190976842,926$2.6M0.12%
124CONOCOPHILLIPSCOP22,594$2.6M0.12%
125SPDR PORTFOLIO INTRMD78464A37579,143$2.6M0.12%
126SPDR DOW JONES INDUS AVG78467X1096,564$2.6M0.12%
127OREILLY AUTOMOTIVE INCCOM67103H1072,430$2.6M0.12%
128MARRIOTT INTERNATIONAL, INC.57190320210,486$2.5M0.12%
129STARBUCKS CORP COMSBUX32,482$2.5M0.12%
130PALO ALTO NETWORKS INC COMPANW7,395$2.5M0.11%
131SEL SECTOR:H CARE SPDR81369Y20917,166$2.5M0.11%
132AMERICAN TOWER CORP NEW COM03027X10012,750$2.5M0.11%
133TRANE TECHNOLOGIES PLCTT7,524$2.5M0.11%
134CISCO SYS INC COMCSCO52,028$2.5M0.11%
135SUPER MICRO COMPUTER INC COMSMCI2,988$2.4M0.11%
136STRYKER CORPORATION COMSYK7,170$2.4M0.11%
137ISHARES:SH TRS BD ETF46428867921,998$2.4M0.11%
138FREEPORT-MCMORAN INC CL BFCX49,920$2.4M0.11%
139PARKER-HANNIFIN CORP COMPH4,648$2.4M0.11%
140PROLOGIS INC COMPLDGP20,525$2.3M0.11%
141ISHARES:CR MSCI INTL DM46435G32634,079$2.2M0.10%
142SEL SECTOR:C STP SPDR81369Y30828,779$2.2M0.10%
143GLOBAL MOFY METAVERSE LIMITED78463X50957,939$2.2M0.10%
144VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD92206C40928,243$2.2M0.10%
145WISDOMTREE:FLT RATE TRSWT43,209$2.2M0.10%
146INVESCO EXCHANGETRADED FD T FTSE RAFI 1000IVZ57,253$2.2M0.10%
147INTUIT INC.INTU3,297$2.2M0.10%
148CBOE GLOBAL MARKETS, INC.12503M10812,668$2.2M0.10%
149REPUBLICSVCSINCCOM76075910011,039$2.1M0.10%
150VANGUARD INDEX FDS SML CP GRW ETF9229085958,544$2.1M0.10%
151SEL SECTOR:FINL S SPDR81369Y60551,909$2.1M0.10%
152DISNEYWALTCOCOM25468710621,007$2.1M0.10%
153AT&TINCCOMT-PC109,107$2.1M0.10%
154SCHWAB CHARLES CORP COMSCHW-PJ27,457$2.0M0.09%
155LOWES COS INCCOM5486611079,124$2.0M0.09%
156DANAHERCORPORATIONCOM2358511028,012$2.0M0.09%
157ISHARES:S&P SC 600 VAL46428787920,166$2.0M0.09%
158BOSTON SCIENTIFIC CORPORATIONBSX25,454$2.0M0.09%
159FT ETF FIRST TR ENH33739Q40832,684$2.0M0.09%
160CAMEO CORP COMCCJ39,299$1.9M0.09%
161AMGEN INC COMAMGN6,137$1.9M0.09%
162ISHARES RUS 2000VALETF46428763012,492$1.9M0.09%
163ISHARES:MSCI INDIA46429B59833,871$1.9M0.09%
164ADOBE SYSTEM SINCORPORATED COMADBE3,357$1.9M0.09%
165EOG RESOURCES, INC.EOG14,489$1.8M0.08%
166BOEING CO COMBA-PA9,916$1.8M0.08%
167ZOETIS INC CL AZTS10,318$1.8M0.08%
168CHEVRON CORP NEW COMCVX11,421$1.8M0.08%
169AMERICAN ELECTRIC POWER COMPANY, INC.02553710119,919$1.7M0.08%
170DEVON ENERGY CORPORATION25179M10336,128$1.7M0.08%
171BANK OF AMERICA CORPORATION06050510442,722$1.7M0.08%
172ISHARES:CORE 1-5Y USD BD46432F85935,677$1.7M0.08%
173VERIZON COMMUNICATIONS INC COMVZ40,297$1.7M0.08%
174ISHARES RUS 1000 ETF4642876225,585$1.7M0.08%
175LOCKHEED MARTIN CORPCOMLMT3,466$1.6M0.07%
176ISHARES:BRD USD IG CP BD46428862031,885$1.6M0.07%
177CHURCH & DWIGHT CO., INC.CHD15,153$1.6M0.07%
178INTERNATIONALBUSINESSMACHSCOMINTR9,057$1.6M0.07%
179WORKDAY INCWDAY6,963$1.6M0.07%
180REGIONS FINANCIAL CORPORATIONRF-PF74,859$1.5M0.07%
181INTELCORPCOMINTC48,215$1.5M0.07%
182DEERE & CO COMDE3,874$1.5M0.07%
183NORTHROP GRUMMAN CORP COMNOC3,296$1.4M0.07%
184ISHARES TR TIPS BD ETF46428717613,118$1.4M0.06%
185VANECK:GOLD MINERS92189F10641,097$1.4M0.06%
186UBER TECHNOLOGIES INC COMUBER19,033$1.4M0.06%
187CRH PLC ORDCRH18,407$1.4M0.06%
188ISHARESTRIBOXX HI YD ETF46428851317,801$1.4M0.06%
189ISHARES INC MSCI JPN ETF NEW46434G82219,977$1.4M0.06%
190AFLAC INCORPORATEDAFL15,171$1.4M0.06%
191WELLS FARGO & COMPANY94974610122,764$1.4M0.06%
192VERISK ANALYTICS, INC.VRSK4,997$1.3M0.06%
193ISHARES:US HOME CONS ETF46428875212,886$1.3M0.06%
194KB HOMEKBH18,527$1.3M0.06%
195ASML HOLDING NV NY REGISTRY SHSASMLF1,271$1.3M0.06%
196GOLDMANSACHSGROUPINCCOMGSCE2,861$1.3M0.06%
197ISHARES:JPM USD EM BD46428828114,406$1.3M0.06%
198SPOTIFY TECHNOLOGY SASPOT4,039$1.3M0.06%
199SERVICENOW INC COMNOW1,607$1.3M0.06%
200FT CAPITAL STRENGTH33733E10414,952$1.3M0.06%
201VANECKVECTORSETFTRJP MORGAN MKTS92189H30052,579$1.3M0.06%
202ISHARES TR PFD AND INCM SEC46428868739,457$1.2M0.06%
203ISHARES S&P 500 VAL ETF4642874086,781$1.2M0.06%
204KRANESHS:CSI CHINA INTRT50076730645,507$1.2M0.06%
205MONDELEZ INTERNATIONAL, INC.60920710518,563$1.2M0.06%
206W.P. CAREY INC.92936U10921,387$1.2M0.05%
207SEL SECTOR:UTIL SPDR81369Y88617,481$1.2M0.05%
208VANGUARD LG-CP I;ETF9229086374,679$1.2M0.05%
209ROCKWELL AUTOMATION INC COMROK4,217$1.2M0.05%
210SHAKE SHACK INC CL ASHAK12,788$1.2M0.05%
211ISHARES TR MSCI USA MIN VOL46429B69713,450$1.1M0.05%
212SCHWAB STRATEGIC TR US TIPS ETF80852487021,010$1.1M0.05%
213AMERICAN WATER WORKS COMPANY, INC.0304201038,440$1.1M0.05%
214ALTRIA GROUP, INC.MO23,367$1.1M0.05%
215JEFFERIES FINANCIAL GROUP INC.47233W10921,558$1.1M0.05%
216SPDR BBG 1-3 MO T-BILL78468R66311,532$1.1M0.05%
217PHILIP MORRISINTLINCCOM71817210910,263$1.1M0.05%
218CHENIERE ENERGY, INC.LNG6,013$1.1M0.05%
219SPDR S&P DIVID ETF78464A7638,199$1.0M0.05%
220GENERAL DYNAMICS CORP COMGD3,587$1.0M0.05%
221DELTA AIR LINES INCDAL21,879$1.0M0.05%
222OMEGA HEALTHCARE INVESTORS, INC.68193610030,190$1.0M0.05%
223LYFT INC CL ALYFT72,930$1.0M0.05%
224QUALCOMM INCORPORATEDQCOM5,116$1.0M0.05%
225VANGUARD WORLD FDS UTILITIES ETF92204A8766,822$1.0M0.05%
226VANGUARD ST IPSI;ETF92202080520,759$1.0M0.05%
227ISHARES:S&P MC 400 GRO46428760611,363$1.0M0.05%
228WASTE MGMT INC94106L1094,682$998,9100.05%
229ISHARES TR SHRT NAT MUN ETF4642881589,515$994,8330.05%
230COLGATE-PALMOLIVE COMPANYCL10,025$972,8350.04%
231FIRSTTREXCHANGE-TRADEDFDDJINTERNTIDX33733E3024,736$970,5960.04%
232MEDTRONICPLCSHSMDT12,166$966,1240.04%
233FIRST TR NSDQ 100TECH IND SHS3373451024,883$964,2130.04%
234SCHWAB STRATEGIC TR US SML CAP ETF80852460720,226$962,6330.04%
235FRST TR:WATER33733B1009,586$958,4550.04%
236SPDR S&P AERO&DEF78464A6316,767$947,3000.04%
237SPDR S&P 600 SM CAP VAL78464A30011,979$938,1060.04%
238SCHWAB STRATEGIC TR US MID-CAP ETF80852450811,996$936,7120.04%
239FEDEX CORPORATIONFDX3,109$935,9250.04%
240GENERAL ELECTRIC CO COM NEW3696043015,861$931,7930.04%
241SCHLUMBERGER LTD COM STKSLB19,512$925,7750.04%
242FIRSTTREXCHTRADEDFDIIIPFDSECSINCETF33739E10853,291$925,1350.04%
243ENTERPRISE PRODUCTS PARTNERS UNT29379210731,558$914,5400.04%
244BROADRIDGE FINANCIAL SOLUTIONS, INC.11133T1034,624$914,5110.04%
245EATON CORPORATION PUBLIC LIMITED COMPANYETN2,915$914,0230.04%
246CITIGROUP INC.C-PR14,312$908,2190.04%
247FT ADEX:IND/PROD DRBLS33734X15013,275$903,4970.04%
248BLACKSTONE INCBX7,283$901,5860.04%
249TENNESSEE VALLEY AUTHORITYTVC40,791$898,6260.04%
250DIAGEO PLC SPON ADR NEWDGEAF7,040$887,6300.04%
251ISHARES:FLOATING RT BOND46429B65517,337$885,7690.04%
252CSX CORPORATIONCSX26,083$872,4850.04%
253ISHARES:BIOTECHNOLOGY4642875566,346$871,0590.04%
254KIMBERLY-CLARK CORPORATIONKMB6,118$852,9730.04%
255VANGUARDCHARLOTTE FDSINTL BD IDX ETF92203J40717,368$845,3160.04%
256FIRST TR LRGE CP CORE ALPHA COM SHS33734K1098,635$837,4980.04%
257ILLINOIS TOOL WORKS INC.4523081093,510$836,6550.04%
258PFIZER INC COMPFE29,446$823,8850.04%
259EMERSON ELEC CO COMEMR7,450$820,7420.04%
260TENNESSEE VALLEY AUTHORITY88059130035,919$815,0020.04%
261ISHARES:US HLTHCR ETF46428776213,161$806,3870.04%
262ISHARESTRMSCI INTL MULTFT46434V27426,432$772,6070.04%
263DUKE ENERGY CORPORATIONDUKB7,628$764,5160.03%
264L3HARRIS TECHNOLOGIES, INC.LHX3,402$764,0210.03%
265BOOKING HOLDINGS INC.BKNG193$763,3260.03%
266PROGRESSIVE CORP COM7433151033,671$762,5070.03%
267NIKE, INC.NKE9,862$746,5610.03%
268AMERICAN EXPRESS COMPANYAXP3,221$745,7080.03%
269AIR PRODS & CHEMS INC COMAIIR2,875$741,9010.03%
270LAM RESEARCH CORP COMLRCX675$720,1290.03%
271CVS HEALTH CORPORATIONCVS12,166$718,5350.03%
272INTERCONTINENTALEXCHANGEINCOM45866F1045,186$709,9140.03%
273ISHARES:BRD USD HY CP BD46435U85319,463$706,1180.03%
274VANGUARD RE IDX;ETF9229085538,257$700,1430.03%
275VANGUARD MC GRO;ETF9219108162,222$698,9170.03%
276PAYCHEX INCPAYX5,882$697,3810.03%
277NOVO-NORDISK A SNONOF4,845$691,5580.03%
278ISHARES INC MSCI MEXICO ETF46428682212,023$680,6020.03%
279DOW INCDOW12,800$679,0600.03%
280ISHARES:MBS ETF4642885887,237$664,4290.03%
281SPDR S&P BIOTECH78464A8707,125$660,5590.03%
282SPDR BBG ST HI YLD BD78468R40826,344$657,8190.03%
283BANK NEW YORK MELLON CORP COM06405810010,957$656,2150.03%
284AMPHENOL CORP NEW CL A0320951019,693$654,0850.03%
285MOODY'S CORPORATIONMCO1,549$652,0210.03%
286GENERAL MOTORS COMPANY37045V10014,009$650,8770.03%
287IDEXX LABORATORIES, INC.45168D1041,334$649,9250.03%
288JACK HENRY & ASSOCIATES, INC.4262811013,869$642,3310.03%
289INVESCO ETF TR II PFD ETFIVZ55,477$640,7540.03%
290TARGET CORP COMTGT4,262$630,9610.03%
291KKR & CO INC COMKKRT5,990$630,3950.03%
292PPG INDUSTRIES, INC.6935061074,928$620,3910.03%
293BECTON, DICKINSON AND COMPANYBDX2,650$619,3340.03%
294ISHARES TR 1 3 YR TREAS BD4642874577,559$617,1920.03%
295RADNET, INC.RDNT10,467$616,7160.03%
296CAPITAL ONE FINANCIAL CORPORATION14040H1054,440$614,6850.03%
297TARGA RESOURCES CORP.TRGP4,772$614,5470.03%
298SCHWAB STR:US DIV EQ ETF8085247977,710$605,8730.03%
299MCKESSON CORP COMMCK1,036$605,7140.03%
300BROWN & BROWN, INC.BRO6,771$605,4040.03%
301NUVEEN QUALITY MUNI INCNU50,846$600,6930.03%
302WESTERN GAS EQUITY PARTNERS COM UNTWES14,974$594,9170.03%
303TRANSDIGM GROUP INCORPORATEDTDG464$593,0410.03%
304HERSHEY CO COMHSY3,209$589,9280.03%
305FT VI:DW FOCUS 533738R6059,922$568,1980.03%
306FORDMTRCODELCOM34537086045,164$566,3550.03%
307VERTEX PHARMACEUTICALS INC COMVRTX1,205$564,8080.03%
308NUVEEN AMT-FREE MU CR INU44,586$559,0090.03%
309ALERIAN MLP00162Q45211,631$558,0660.03%
310SPDR S&P BANK ETF78464A79712,029$558,0250.03%
311BRISTOL-MYERS SQUIBB COMPANYCELG-RI13,349$554,3700.03%
312EATON VANCE LTD DUR INCETN56,626$551,5380.03%
313SPDR S&P 600 SM CAP GRO78464A2016,382$547,9580.03%
314ISHARESTREAFE SML CP ETF4642882738,838$544,7830.02%
315FRST TR II:CLOUDCOMP33734X1925,655$540,2220.02%
316FT ETF TECH ALPHADEX33734X1763,942$537,1370.02%
317BP P.L.C.BPPFF14,654$529,0080.02%
318MICRON TECHNOLOGY, INC.MU3,999$525,9880.02%
319FACTSET RESEARCH SYSTEMS INC.3030751051,279$522,2440.02%
320DELL TECHNOLOGIES INC CL CDELL3,746$516,6110.02%
321MCCORMICK & COMPANY, INCORPORATEDMKC-V7,198$510,6260.02%
322MARATHON PETROLEUM CORPORATIONMARA2,937$509,5110.02%
323FT:MS DIVIDEND LEADERS33691710913,287$503,9760.02%
324SPDR NUVEEN BLMBRG SH TM MUN78468R73910,553$498,0170.02%
325NXP SEMICONDUCTORS NVNXPI1,843$497,8860.02%
326T-MOBILE US, INC.TMUSZ2,811$495,2420.02%
327FISERV INC COMFISV3,314$493,9190.02%
328SEL SECTOR:C DSC SPDR81369Y4072,703$492,9800.02%
329DEUTSCHE BOERSE AGIVZ30,647$485,7550.02%
330ISHARES TR S&P SML 600 GWT4642878873,746$481,1560.02%
331CMS ENERGY CORPORATIONCMS-PC8,076$480,7640.02%
332VANECK:HIGH YIELD MUNI92189H4099,232$476,8140.02%
333SYNOPSYS, INC.SNPS797$474,2630.02%
334WEC ENERGY GROUP, INC.WEC6,000$470,7600.02%
335VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF9220427183,995$469,3720.02%
336MICROCHIP TECHNOLOGY INC COMMCHPP5,123$468,7120.02%
337VANGUARD WORLD FDS MATERIALS ETF92204A8012,387$461,7310.02%
338ISHARES TR S&P 500 GRWT ETF4642873094,988$461,5740.02%
339PUBLIC STORAGE COMPSA-PS1,589$457,0760.02%
340ISHARES:US MED DEV ETF4642888108,152$456,8380.02%
341CROWN CASTLE INC.CCI4,673$456,5610.02%
342THE CIGNA GROUP1255231001,378$455,5100.02%
343ISHARES:MSCI EAFE GRO4642888854,444$454,6210.02%
344KEYSIGHT TECHNOLOGIES INC COMKEYS3,314$453,1900.02%
345ISHARES:ITL SEL DIV46428844816,255$449,7760.02%
346ECOLAB INC COMECL1,870$446,1360.02%
347PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED7445731066,006$442,6420.02%
348REALTY INCOME CORPORATIONO8,346$440,8390.02%
349NORFOLK SOUTHERN CORPORATION6558441082,050$440,1200.02%
350CLOROX CO DEL COMCLX3,212$438,3420.02%
351ASTRAZENECA PLCAZN5,616$437,9920.02%
352WISDOMTREE:US MDCP DIVWT9,242$432,2480.02%
353ARAMARKCOMARMK12,703$432,1560.02%
354FT VALUE LINE DIVIDEND33734H10610,590$431,5430.02%
355MOTOROLA SOLUTIONS, INC.MSI1,103$426,8810.02%
3563M COMPANYMMM4,162$425,3380.02%
357NEWMONT CORPORATIONNEMCL10,138$424,4740.02%
358VANGUARD HLTH CR IDX;ETF92204A5041,589$424,1420.02%
359VANGUARD ST TRS;ETF92206C1027,149$414,5710.02%
360SCHWAB STR:US BR MKT ETF8085241026,486$409,0690.02%
361FT ADEX:FINANCIALS ADEX33734X1358,757$405,3620.02%
362THE PNC FINANCIAL SERVICES GROUP, INC.6934751052,605$404,9760.02%
363HCA HEALTHCARE, INC.HCA1,254$402,7600.02%
364SIMON PROPERTY GROUP, INC.8288061092,636$400,1850.02%
365WHIRLPOOL CORP COMWHR-PA3,856$394,0830.02%
366INVESCO S&P500 LOWVLIVZ6,066$393,9870.02%
367ISHARES:SEL DIV4642871683,244$392,4880.02%
368CADENCE DESIGN SYSTEMS, INC.CDNS1,273$391,6430.02%
369LENNAR CORP CL ALEN-B2,599$389,5790.02%
370CME GROUP INC.CME1,951$383,5670.02%
371ARK ETF TR NEXT GNRTN INTER00214Q4014,915$383,5490.02%
372ARISTA NETWORKS, INC.ANET1,086$380,6210.02%
373IRON MOUNTAIN INCORPORATED46284V1014,187$377,8370.02%
374DISCOVER FINANCIAL SERVICES2547091082,884$377,2600.02%
375MARTIN MARIETTA MATERIALS, INC.573284106685$371,1330.02%
376ONEOK, INC.OKE4,539$370,1720.02%
377EDWARDS LIFESCIENCES CORPORATIONEW3,993$368,8330.02%
378FT:NYSE ARCA BIOTECH33733E2032,393$368,4980.02%
379NOVARTIS AGSPONSORED ADRNVSEF3,451$367,3450.02%
380THE TRAVELERS COMPANIES, INC.TRV1,797$365,4020.02%
381PAYPAL HOLDINGS, INC.PYPL6,262$363,3840.02%
382CANADIAN PACIFIC KANSAS CITY LIMITEDCP4,582$361,3770.02%
383VULCAN MATERIALS COMPANY9291601091,452$361,1240.02%
384VANGUARD WORLD FDS INF TECH ETF92204A702625$360,9130.02%
385THE ALLSTATE CORPORATIONALL-PJ2,243$360,0550.02%
386INVESCO LARGE CAP GROWTHIVZ3,807$359,5890.02%
387KLA CORPORATIONKLAC435$358,6820.02%
388ROYAL BANK OF CANADA7800871023,361$357,5430.02%
389METLIFE, INC.MET-PF5,023$352,5680.02%
390NEW JERSEY RESOURCES CORPORATIONNJR8,144$351,4950.02%
391T. ROWE PRICE GROUP, INC.TROW2,995$345,3530.02%
392THE TIMKEN COMPANYTKR4,276$342,6360.02%
393SEL SECTOR:MATRLS SPDR81369Y1003,861$340,9650.02%
394UNITED AIRLINES HOLDINGS, INC.UNTCW6,941$337,7490.02%
395THE J. M. SMUCKER COMPANY8326964053,090$336,9340.02%
396HP INC.HPQ9,518$335,9250.02%
397HEXCELCORPNEWCOM4282911085,357$334,5720.02%
398CITIZENS FINANCIAL GROUP, INC.CIA9,272$334,0870.02%
399PRUDENTIAL FINANCIAL, INC.PUKPF2,831$331,7970.02%
400VALERO ENERGY CORPORATIONVLO2,111$330,9130.02%
401XCEL ENERGY INC.XELLL6,116$329,9980.02%
402CONSTELLATION BRANDS, INC.STZ1,273$327,5980.01%
403EQUIFAX INC COMEFX1,344$325,8660.01%
404ROPER TECHNOLOGIES, INC.ROP573$322,9770.01%
405AMERICAN INTERNATIONAL GROUP, INC.0268747844,349$322,8440.01%
406VANECK:INTERMEDIATE MUNI92189H2017,021$321,8390.01%
407INVESCO BUILDING & CONSIVZ4,724$320,3150.01%
408ALIBABA GROUP HOLDING LIMITEDBBAAY4,312$315,7620.01%
409CHART INDUSTRIES, INC.16115Q3082,185$315,3830.01%
410THE WILLIAMS COMPANIES, INC.9694571007,380$313,6370.01%
411ANSYS INC COM03662Q105969$311,3730.01%
412AUTOZONE, INC.AZO105$311,2310.01%
413DUPONT DE NEMOURS, INC.DD3,764$302,9570.01%
414AUTODESK, INC.ADSK1,215$300,6520.01%
415INVESCO WATER RESIVZ4,604$298,8460.01%
416SNAP-ON INCORPORATEDSNA1,132$295,9040.01%
417SCHWAB STR:US LG CAP ETF8085242014,567$293,6250.01%
418DOLLAR GENERAL CORPORATION2566771052,219$293,4190.01%
419NUCOR CORP COMNUE1,845$292,6220.01%
420CORTEVA, INC.CTVA5,420$292,3600.01%
421ISHARES:US UTL ETF4642876973,304$290,3860.01%
422ISHARES:US AER&DEF ETF4642887602,178$287,6090.01%
423FIDELITY NATIONAL INFORMATION SERVICES, INC.31620M1063,815$287,4980.01%
424AMETEK, INC.AME1,718$286,4610.01%
425HUMANA INC.HUM759$284,1970.01%
426JETBLUE AIRWAYS CORPORATION47714310146,450$282,8810.01%
427ISHARES:US BD & SE ETF4642887942,383$278,6440.01%
428FORTINET, INC.FTNT4,593$276,8200.01%
429CINTAS CORPORATIONCTAS394$275,9020.01%
430GARTNER, INC.IT608$273,0280.01%
431KEURIG DR PEPPER INC.KDP8,097$272,1810.01%
432RPM INTERNATIONAL INC.7496851032,514$270,7080.01%
433CONSTELLATION ENERGY CORPORATION.CEG1,347$269,7640.01%
434HOULIHAN LOKEY, INC.HLI1,994$268,9110.01%
435COPART, INC.CPRT4,949$268,0380.01%
436YUM! BRANDS, INC.YUM2,015$266,9340.01%
437HUNTINGTON INGALLS INDUSTRIES, INC.4464131061,080$266,0410.01%
438GILEAD SCIENCES, INC.GILD3,863$265,0400.01%
439THE HARTFORD FINANCIAL SERVICES GROUP, INC.HIG-PG2,616$264,1000.01%
440ALPS ETF GR OSHARES US QUALITY DIV00162Q3875,319$263,9470.01%
441INTERNATIONAL PAPER COMPANY4601461036,108$263,5600.01%
442VANGUARD WORLD FDS ENERGY ETF92204A3062,047$263,0870.01%
443CUMMINS INC.CMI945$261,7090.01%
444EQUINIX, INC.EQIX338$255,7770.01%
445SPDR S&P HOMEBUILD78464A8882,459$248,5560.01%
446ROSS STORES, INC.ROST1,710$248,5060.01%
447SYSCO CORPORATION.SYY3,474$248,0150.01%
448THE INTERPUBLIC GROUP OF COMPANIES, INC.INTR8,508$247,4980.01%
449GOLDMAN:AB US LG CAP EQNVGLF2,307$246,7340.01%
450W.W. GRAINGER, INC.384802104272$245,4090.01%
451COMMERCE BANCSHARES, INC.CBSH4,305$240,1330.01%
452WOLFSPEED INCWOLF10,519$239,4120.01%
453DINE BRANDS GLOBAL, INC.DIN6,325$232,1910.01%
454SPDR NUVEEN BLMBRG MU78468R7215,000$228,7500.01%
455ISHARES:SILVER TRUSTSLV8,536$226,8020.01%
456RHYOLITE RESOURCES LTD.IVZ2,813$226,7800.01%
457DOMINO'S PIZZA, INC.DPZ436$225,1200.01%
458JOHNSON CONTROLS INTERNATIONAL PLCG515021053,350$223,9140.01%
459THE TRADE DESK, INC.88339J1052,282$222,8920.01%
460INVESCO S&P GL WTRIVZ4,015$221,9880.01%
461MONSTER BEVERAGE CORP NEW COMMNST4,432$221,3580.01%
462TE CONNECTIVITY LTDTEL1,471$221,3130.01%
463GENERAC HOLDINGS INC.GNRC1,659$219,3530.01%
464QUEST DIAGNOSTICS INCORPORATEDDGX1,589$217,5020.01%
465KINDER MORGAN, INC.EP-PC10,901$216,5980.01%
466SPDR BBG IG FLOATNG RATE78468R2007,020$216,5670.01%
467SCHWAB STRATEGIC TR EMRG MKTEQ ETF8085247068,114$215,7960.01%
468EXELON CORPORATIONEXC6,176$213,7550.01%
469EASTMAN CHEMICAL COMPANYEMN2,160$213,3650.01%
470A. O. SMITH CORPORATIONAOS2,606$213,1190.01%
471HOST HOTELS & RESORTS, INC.HST11,685$212,4300.01%
472SPDR S&P OIL&GAS EXP78468R5561,448$210,6850.01%
473MGM RESORTS INTERNATIONALMGM4,615$205,0910.01%
474WYNN RESORTS, LIMITEDWYNN2,264$202,6560.01%
475OLD REPUBLIC INTERNATIONAL CORPORATION6802231046,533$201,8700.01%
476WATSCO, INC.WSO-B435$201,5090.01%
477ISHARES:0-5 HY CORP BD46434V4074,762$200,9570.01%
478CORNING INCORPORATEDGLW5,169$200,8050.01%
479NUVEEN S&P 500 BUY-WRITE INCCOMNU12,203$167,6270.01%
480HUNTINGTON BANCSHARES INCORPORATEDHBANP11,107$148,1060.01%
481VALE SAVALE12,529$139,9430.01%
482V.F. CORPORATIONVFC10,139$136,8770.01%
483DESKTOP METAL, INC.25058X30332,957$136,1120.01%
484VALLEY NATIONAL BANCORP91979410719,116$135,5320.01%
485WARNER BROS DISCOVERY INC COM SER AWBD17,625$131,1300.01%
486MEDICAL PROPERTIES TRUST, INC.58463J30426,027$116,0850.01%
487ESPERION THERAPEUTICS INC NE COMESPR32,687$72,5650.00%