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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 Q3 2024 · Filed November 12, 2024 · Accession 0001765536-24-000003

Total Value
$21.6M
Positions
556
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD TSM IDX;ETF9229087691,452,156$412.5M16.23%
2VANGUARD FTSE XUS;ETF9220427753,229,808$203.5M8.01%
3VANGUARD GRO IDX;ETF922908736223,916$86.0M3.38%
4CHIPOTLE MEXICAN GRILL, INC.CMG1,201,421$69.2M2.72%
5VANGUARD VALUE ETF922908744391,229$68.3M2.69%
6APPLE INC.AAPL255,400$59.5M2.34%
7MICROSOFT CORPORATIONMSFT118,902$51.2M2.01%
8SPDR S&P 500SPY83,366$48.0M1.89%
9VANGUARD 500 IDX;ETF92290836378,672$41.6M1.64%
10AMAZON.COM, INC.AMZN218,692$40.7M1.60%
11NVIDIA CORPORATIONNVDA301,906$36.7M1.44%
12VANGUARD SC V I;ETF922908611180,845$36.3M1.43%
13ISHARES:CORE S&P 50046428720059,541$34.3M1.35%
14META PLATFORMS, INC.META59,486$34.1M1.34%
15VANGUARD MC V I;ETF922908512174,882$29.3M1.15%
16ISHARES:CORE MSCI EAFE46432F842343,765$26.8M1.06%
17VANGUARD TAX-MANAGED INTLFD FTSE DEV MKT ETF921943858486,177$25.7M1.01%
18COSTCO WHOLESALE CORPORATION22160K10526,930$23.9M0.94%
19WHEATON PRECIOUS METALS CORP.WPM344,151$21.0M0.83%
20ISHARES:RUSS 2000 ETF46428765583,539$18.5M0.73%
21JPMORGAN CHASE & CO.VYLD87,109$18.4M0.72%
22ISHARES:CORE US AGG BD464287226181,288$18.4M0.72%
23INVESCO QQQ TRUST 1IVZ33,884$16.6M0.65%
24VANGUARD S-C ID;ETF92290875168,510$16.3M0.64%
25BERKSHIRE HATHAWAY INC.BRK-A33,826$15.6M0.61%
26BROADCOM INC.AVGO88,578$15.3M0.60%
27VANGUARD MD-CP I;ETF92290862957,602$15.2M0.60%
28WALMART INC.WMT183,563$14.8M0.58%
29CATERPILLAR INC.CAT36,884$14.4M0.57%
30NETFLIX, INC.NFLX19,784$14.0M0.55%
31UNITEDHEALTH GROUP INCORPORATEDUNH23,528$13.8M0.54%
32REGENERON PHARMACEUTICALS, INC.REGN12,782$13.4M0.53%
33VANGUARD TE BD I;ETF922907746256,306$13.1M0.52%
34ISHARES:RUSS 1000 GR46428761434,888$13.1M0.52%
35ISHARES:NATL MUNI BOND464288414118,819$12.9M0.51%
36ISHARES:20 TRS BD ETF464287432129,508$12.7M0.50%
37ISHARES:CORE MSCI EMMKTS46434G103220,997$12.7M0.50%
38ISHARES:CORE S&P MD-CP464287507192,078$12.0M0.47%
39VANGUARD EM ST I;ETF922042858243,048$11.6M0.46%
40SPDR PTF S&P 500 GROWTH78464A409138,879$11.5M0.45%
41DIAMONDBACK ENERGY, INC.FANG66,525$11.5M0.45%
42VISA INC.V38,197$10.5M0.41%
43ISHARES:1-5 IG CORP BD464288646198,769$10.5M0.41%
44EXXON MOBIL CORPORATIONXOM87,627$10.3M0.40%
45SPDR PTF S&P 500 VALUE78464A508188,382$10.0M0.39%
46ISHARES:CORE S&P TOT USM46428715078,202$9.8M0.39%
47SEL SECTOR:INDUST SPDR81369Y70471,925$9.7M0.38%
48VANGUARD INT CRP BD;ETF92206C870114,977$9.6M0.38%
49SCHWAB STR:FUND INTL EQ808524755250,068$9.3M0.37%
50ISHARES:7-10 TRS BD46428744095,013$9.3M0.37%
51ISHARES:RUSS 1000 VL ETF46428759847,893$9.1M0.36%
52ISHARES:CORE TOT USD BD46434V613184,018$8.7M0.34%
53UNITED RENTALS, INC.URI10,654$8.6M0.34%
54MERCK & CO., INC.MRK73,915$8.4M0.33%
55VANGUARD HI DV YLD;ETF92194640665,517$8.4M0.33%
56THE HOME DEPOT, INC.HD20,574$8.3M0.33%
57ABBVIE INC.ABBV40,081$7.9M0.31%
58INVESCO S&P500 EWGHTIVZ43,283$7.8M0.31%
59ALPHABET INC.GOOG45,359$7.6M0.30%
60DRAFTKINGS INC.DKNG183,271$7.2M0.28%
61JOHNSON & JOHNSONJNJ43,603$7.1M0.28%
62ISHARES:IBOXX $IG CORP46428724261,924$7.0M0.28%
63SEL SECTOR:TECH SPDR81369Y80330,976$7.0M0.28%
64VANGUARD TOT BD;ETF92193783592,144$6.9M0.27%
65TESLA, INC.TSLA25,745$6.7M0.27%
66SPDR GOLDGLD27,513$6.7M0.26%
67VANGUARD DIV A I;ETF92190884432,687$6.5M0.26%
68NEXTERA ENERGY, INC.NEE-PW76,454$6.5M0.25%
69THE COCA-COLA COMPANYKO87,752$6.3M0.25%
70ISHARES:CORE S&P SM-CP46428780454,147$6.3M0.25%
71THE PROCTER & GAMBLE COMPANY74271810936,377$6.3M0.25%
72ORACLE CORPORATIONORCL-PD36,834$6.3M0.25%
73SEL SECTOR:ENERGY SPDR81369Y50670,113$6.2M0.24%
74HONEYWELL INTERNATIONAL INCORPORATION43851610629,668$6.1M0.24%
75S&P GLOBAL INC.SPGI11,601$6.0M0.24%
76ISHARES:0-5 IG CORP BD46434V100118,642$6.0M0.24%
77ELI LILLY AND COMPANYLLY6,484$5.7M0.23%
78ABBOTT LABORATORIESABLZF49,953$5.7M0.22%
79SPDR INT TM CORP BOND ETF78464A375166,559$5.6M0.22%
80THE SHERWIN-WILLIAMS COMPANYSHW14,561$5.6M0.22%
81ISHARES:RUSS 2000 GR46428764819,470$5.5M0.22%
82ISHARES:CORE MSCI TIS46432F83473,965$5.4M0.21%
83MCDONALD'S CORPORATIONMCD17,507$5.3M0.21%
84ADVANCED MICRO DEVICES, INC.AMD32,267$5.3M0.21%
85SALESFORCE, INC.CRM19,220$5.3M0.21%
86SCHWAB STR:US LC GRO ETF80852430049,614$5.2M0.20%
87MORGAN STANLEYMS-PQ49,418$5.2M0.20%
88ISHARES:RUSS MC VAL46428747338,747$5.1M0.20%
89MERCADOLIBRE, INC.MELI2,448$5.0M0.20%
90SCHWAB STR:US LC VAL ETF80852440962,375$5.0M0.20%
91CYBERARK SOFTWARE LTD.M2682V10816,875$4.9M0.19%
92TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD.87403910027,970$4.9M0.19%
93ACCENTURE PUBLIC LIMITED COMPANYACN13,347$4.7M0.19%
94SCHWAB STR:IT US TR ETF80852485492,805$4.7M0.18%
95AUTOMATIC DATA PROCESSING, INC.ADP16,847$4.7M0.18%
96MASTERCARD INCORPORATED.MA9,470$4.7M0.18%
97THE SOUTHERN COMPANYSOMN51,185$4.6M0.18%
98BLACKROCK, INC.BLK4,829$4.6M0.18%
99SPDR S&P MIDCAP 400MDY8,014$4.6M0.18%
100CHUBB LTDCB15,509$4.5M0.18%
101SEL SECTOR:H CARE SPDR81369Y20928,677$4.4M0.17%
102GENERAL MOTORS COMPANY37045V10095,204$4.3M0.17%
103SEABRIDGE GOLD INC COMSA251,000$4.2M0.17%
104UNION PACIFIC CORPORATIONUNP16,903$4.2M0.16%
105ANALOG DEVICES, INC.ADI18,000$4.1M0.16%
106TEXAS INSTRUMENTS INCORPORATED88250810419,814$4.1M0.16%
107VANGUARD INT-T B;ETF92193781952,029$4.1M0.16%
108STARBUCKS CORPORATIONSBUX39,906$3.9M0.15%
109LINDE PUBLIC LIMITED COMPANYLIN8,129$3.9M0.15%
110SUNOCO UNTSUN71,236$3.8M0.15%
111SPDR BBG HIGH YIELD BD78468R62238,902$3.8M0.15%
112SPDR S&P GLOBAL NTRL RES78463X54165,817$3.8M0.15%
113ISHARES:MSCI EAFE46428746545,344$3.8M0.15%
114VANGUARD ST CORP BD;ETF92206C40947,601$3.8M0.15%
115THE TJX COMPANIES, INC.87254010930,807$3.6M0.14%
116UNITED PARCEL SERVICE, INC.UPS25,913$3.5M0.14%
117O'REILLY AUTOMOTIVE, INC.67103H1073,042$3.5M0.14%
118ISHARES:PREF AND INC SEC464288687104,229$3.5M0.14%
119ISHARES:RUSS MC GR46428748128,878$3.4M0.13%
120ENERGY TRANSFER UNTET-PI209,217$3.4M0.13%
121THERMO FISHER SCIENTIFIC INCORPORATEDTMO5,419$3.4M0.13%
122COMMERCE BANCSHARES, INC.CBSH56,450$3.4M0.13%
123SEL SECTOR:FINL S SPDR81369Y60573,375$3.3M0.13%
124SCHWAB STR:US TIPS80852487061,652$3.3M0.13%
125INTUITIVE SURGICAL, INC.ISRG6,562$3.2M0.13%
126SEL SECTOR:UTIL SPDR81369Y88639,838$3.2M0.13%
127AT&T INC.T-PC145,506$3.2M0.13%
128ISHARES:TIPS BD ETF46428717628,603$3.2M0.12%
129PEPSICO, INC.PEP18,450$3.1M0.12%
130INTERNATIONAL BUSINESS MACHINES CORPORATIONINTR14,001$3.1M0.12%
131VANGUARD EXT MI;ETF92290865216,804$3.1M0.12%
132VANGUARD TOT I S;ETF92190976847,255$3.1M0.12%
133SEL SECTOR:C STP SPDR81369Y30836,276$3.0M0.12%
134SCHWAB STR:IT US TR ETF80852485459,404$3.0M0.12%
135ISHARES:CORE S&P US VAL46428766331,454$3.0M0.12%
136TRANE TECHNOLOGIES PLCTT7,711$3.0M0.12%
137SPDR DOW JONES INDUS AVG78467X1097,055$3.0M0.12%
138SCHWAB STR:US LG CAP ETF80852420143,974$3.0M0.12%
139AMERICAN TOWER CORPORATION03027X10012,753$3.0M0.12%
140AMERIPRISE FINANCIAL INC03076C1066,276$2.9M0.12%
141ISHARES:S&P 10046428710110,652$2.9M0.12%
142WESTERN GAS EQUITY PARTNERS COM UNTWES76,250$2.9M0.11%
143ISHARES:MSCI GL MV FCTR46428652525,418$2.9M0.11%
144PARKER-HANNIFIN CORPORATIONPH4,597$2.9M0.11%
145THE WALT DISNEY COMPANY25468710629,996$2.9M0.11%
146CISCO SYSTEMS, INC.CSCO53,088$2.8M0.11%
147MARSH & MCLENNAN COMPANIES, INC.57174810212,654$2.8M0.11%
148PALO ALTO NETWORKS, INC.PANW8,103$2.8M0.11%
149AMGEN INC.AMGN8,548$2.8M0.11%
150INVESCO F R US 1KIVZ67,589$2.7M0.11%
151LOWE'S COMPANIES, INC.54866110710,036$2.7M0.11%
152CROWDSTRIKE HOLDINGS, INC.CRWD9,593$2.7M0.11%
153APPLIED MATERIALS, INC.03822210513,314$2.7M0.11%
154PROLOGIS, INC.PLDGP21,232$2.7M0.11%
155LOCKHEED MARTIN CORPORATIONLMT4,519$2.6M0.10%
156STRYKER CORPORATIONSYK7,260$2.6M0.10%
157PHILLIPS 66PSX19,863$2.6M0.10%
158VANGUARD INDEX FDS SML CP GRW ETF9229085959,603$2.6M0.10%
159GLOBAL MOFY AI LIMITED78463X50961,123$2.5M0.10%
160CONOCOPHILLIPSCOP23,730$2.5M0.10%
161THE WILLIAMS COMPANIES, INC.96945710054,470$2.5M0.10%
162FREEPORT-MCMORAN INC.FCX48,620$2.4M0.10%
163FIDELITY MSCI INFO TECH31609280813,827$2.4M0.09%
164DANAHER CORPORATION2358511028,376$2.3M0.09%
165ISHARES:CR MSCI INTL DM46435G32632,557$2.3M0.09%
166WISDOMTREE:FLT RATE TRSWT45,623$2.3M0.09%
167REPUBLIC SERVICES INC76075910011,399$2.3M0.09%
168SCHWAB STR:US TIPS80852487042,525$2.3M0.09%
169CHEVRON CORPORATIONCVX15,225$2.2M0.09%
170CBOE GLOBAL MARKETS, INC.12503M10810,860$2.2M0.09%
171INTUIT INC.INTU3,578$2.2M0.09%
172VERIZON COMMUNICATIONS INC.VZ49,311$2.2M0.09%
173ZOETIS INC.ZTS11,229$2.2M0.09%
174BOSTON SCIENTIFIC CORPORATIONBSX26,055$2.2M0.09%
175AFLAC INCORPORATEDAFL19,146$2.1M0.08%
176AMERICAN ELECTRIC POWER COMPANY, INC.02553710120,375$2.1M0.08%
177ISHARES:MSCI INDIA46429B59835,371$2.1M0.08%
178ISHARES:S&P SC 600 VAL46428787919,224$2.1M0.08%
179MARRIOTT INTERNATIONAL, INC.5719032028,285$2.1M0.08%
180SPDR S&P 500SPY3,563$2.1M0.08%
181THE CHARLES SCHWAB CORPORATIONSCHW-PJ31,607$2.0M0.08%
182CAMECO CORPORATIONCCJ41,718$2.0M0.08%
183ISHARES:RUSS 2000 VL ETF46428763011,896$2.0M0.08%
184VANGUARD FTSEXUSSC;ETF92204271815,706$2.0M0.08%
185VANGUARD LG-CP I;ETF9229086377,462$2.0M0.08%
186ADOBE INC.ADBE3,741$1.9M0.08%
187CONSTELLATION ENERGY CORPORATION.CEG7,118$1.9M0.07%
188ISHARES:RUSS 1000 ETF4642876225,730$1.8M0.07%
189DEERE & COMPANYDE4,243$1.8M0.07%
190EOG RESOURCES, INC.EOG14,438$1.8M0.07%
191BLACKSTONE INC.BX11,571$1.8M0.07%
192CRH PUBLIC LIMITED COMPANYCRH18,752$1.7M0.07%
193SCHWAB STR:US MD CP ETF80852450820,693$1.7M0.07%
194WORKDAY, INC.WDAY6,971$1.7M0.07%
195BANK OF AMERICA CORPORATION06050510442,863$1.7M0.07%
196FT IV:ENHANCED SHORT MAT33739Q40827,768$1.7M0.07%
197VANECK:GOLD MINERS92189F10641,323$1.6M0.06%
198SERVICENOW, INC.NOW1,800$1.6M0.06%
199VANGUARD INFOTCH IDX;ETF92204A7022,712$1.6M0.06%
200KB HOMEKBH18,527$1.6M0.06%
201ALTRIA GROUP, INC.MO30,264$1.6M0.06%
202SPOTIFY TECHNOLOGY SASPOT4,235$1.6M0.06%
203UBER TECHNOLOGIES, INC.UBER20,696$1.6M0.06%
204GENERAL ELECTRIC COMPANY3696043018,218$1.6M0.06%
205THE BOEING COMPANYBA-PA10,159$1.5M0.06%
206NORTHROP GRUMMAN CORPORATIONNOC2,908$1.5M0.06%
207REGIONS FINANCIAL CORPORATIONRF-PF65,099$1.5M0.06%
208FT III:PFD SEC & INC33739E10884,296$1.5M0.06%
209CHURCH & DWIGHT CO., INC.CHD14,532$1.5M0.06%
210MONDELEZ INTERNATIONAL, INC.60920710520,236$1.5M0.06%
211VANECK:JPM EM LC BOND92189H30058,902$1.5M0.06%
212ISHARES:JPM USD EM BD46428828115,946$1.5M0.06%
213ISHARES:MSCI JAPAN46434G82220,801$1.5M0.06%
214ISHARES:BRD USD IG CP BD46428862028,056$1.5M0.06%
215KRANESHS:CSI CHINA INTRT50076730642,956$1.5M0.06%
216AMERICAN EXPRESS COMPANYAXP5,199$1.4M0.06%
217COLGATE-PALMOLIVE COMPANYCL13,327$1.4M0.05%
218THE GOLDMAN SACHS GROUP, INC.GSCE2,791$1.4M0.05%
219VERISK ANALYTICS, INC.VRSK5,145$1.4M0.05%
220ISHARES:MSCI USA MVF46429B69714,977$1.4M0.05%
221FT:CAPITAL STRENGTH33733E10414,952$1.4M0.05%
222SHAKE SHACK INC.SHAK12,944$1.3M0.05%
223JEFFERIES FINANCIAL GROUP INC.47233W10921,603$1.3M0.05%
224ISHARES:IBOXX $HY CORP46428851316,527$1.3M0.05%
225PHILIP MORRIS INTERNATIONAL INC.71817210910,741$1.3M0.05%
226WELLS FARGO & COMPANY94974610122,754$1.3M0.05%
227IDEXX LABORATORIES, INC.45168D1042,532$1.3M0.05%
228VANGUARD UTIL INDX;ETF92204A8767,199$1.3M0.05%
229BOOKING HOLDINGS INC.BKNG300$1.3M0.05%
230SCHWAB STR:US LG CAP ETF80852420118,510$1.3M0.05%
231OMEGA HEALTHCARE INVESTORS, INC.68193610030,625$1.2M0.05%
232ISHARES:S&P 500 VAL4642874086,304$1.2M0.05%
233AMERICAN WATER WORKS COMPANY, INC.0304201038,346$1.2M0.05%
234ASML HOLDING NVASMLF1,432$1.2M0.05%
235MEDTRONIC PUBLIC LIMITED COMPANYMDT13,081$1.2M0.05%
236SPDR S&P DIVIDEND78464A7638,204$1.2M0.05%
237INTEL CORPORATIONINTC48,847$1.1M0.05%
238W.P. CAREY INC.92936U10917,980$1.1M0.04%
239SCHWAB STRATEGIC TR US SML CAP ETF80852460721,850$1.1M0.04%
240ROCKWELL AUTOMATION, INC.ROK4,158$1.1M0.04%
241SPDR S&P AERO&DEF78464A6317,067$1.1M0.04%
242DELTA AIR LINES, INC.DAL21,789$1.1M0.04%
243SCHWAB STR:US BR MKT ETF80852410216,564$1.1M0.04%
244FT IV:LOW DUR OPPTYS33739Q20022,295$1.1M0.04%
245THE PROGRESSIVE CORPORATION7433151034,339$1.1M0.04%
246ISHARES:CORE 1-5Y USD BD46432F85922,593$1.1M0.04%
247VANGUARD ST IPSI;ETF92202080522,271$1.1M0.04%
248GENERAL DYNAMICS CORPORATIONGD3,578$1.1M0.04%
249SPDR S&P 600 SM CAP VAL78464A30012,452$1.1M0.04%
250CHENIERE ENERGY, INC.LNG5,974$1.1M0.04%
251ISHARES:MSCI USA QF46432F3395,889$1.1M0.04%
252ISHARES:S&P MC 400 GRO46428760611,363$1.0M0.04%
253DOVER CORPORATIONDOV5,445$1.0M0.04%
254FT:WATER33733B1009,545$1.0M0.04%
255KKR & CO. INC.KKRT7,989$1.0M0.04%
256EATON CORPORATION PUBLIC LIMITED COMPANYETN3,123$1.0M0.04%
257WASTE MANAGEMENT, INC.94106L1094,953$1.0M0.04%
258SCHWAB STR:US DIV EQ ETF80852479712,143$1.0M0.04%
259SEL SECTOR:C DSC SPDR81369Y4075,101$1.0M0.04%
260FT ADEX:FINANCIALS ADEX33734X13519,975$1.0M0.04%
261FIDELITY MSCI HLTH CARE31609260013,875$1.0M0.04%
262TENNESSEE VALLEY AUTHORITYTVC44,395$1.0M0.04%
263VANGUARD RE IDX;ETF92290855310,181$1.0M0.04%
264DIAGEO PLCDGEAF6,997$999,5830.04%
265FEDEX CORPORATIONFDX3,610$992,9800.04%
266LINEAGE, INC.LINE12,510$985,2880.04%
267ISHARES:BIOTECHNOLOGY4642875566,728$979,6330.04%
268FT:DJ INTERNET INDEX FD33733E3024,612$976,9600.04%
269LYFT, INC.LYFT76,407$974,1880.04%
270BROADRIDGE FINANCIAL SOLUTIONS, INC.11133T1034,511$973,8650.04%
271ISHARES:ST NAT MUNI BOND4642881588,965$951,9730.04%
272ISHARES:0-5 IG CORP BD46434V10018,852$950,7290.04%
273DUKE ENERGY CORPORATIONDUKB8,115$935,7010.04%
274NIKE, INC.NKE10,453$927,7640.04%
275ENTERPRISE PRODUCTS PARTNERS UNT29379210731,632$920,8010.04%
276ILLINOIS TOOL WORKS INC.4523081093,483$918,0670.04%
277VANGUARD CNSMR DIS;ETF92204A1082,686$916,8060.04%
278QUALCOMM INCORPORATEDQCOM5,372$913,5160.04%
279PFIZER INC.PFE31,544$912,8870.04%
280FT ADEX:TECHNOLOGY ADEX33734X1766,565$910,2040.04%
281ROYAL CARIBBEAN CRUISES LTD.V7780T1035,114$909,0400.04%
282CSX CORPORATIONCSX26,198$904,6170.04%
283SUBURBAN PROPANE PARTNERS COM UNTSPH50,000$897,0000.04%
284AIR PRODUCTS AND CHEMICALS, INC.AIIR3,009$895,7630.04%
285EMERSON ELECTRIC CO.EMR8,087$884,5120.03%
286FT:NSDQ-100-TECHNOLOGY3373451024,611$882,1460.03%
287FT ADEX:IND/PROD DRBLS33734X15011,447$867,2250.03%
288ISHARES:S&P 500 GRO4642873099,047$866,2590.03%
289TENNESSEE VALLEY AUTHORITY88059130037,606$861,9300.03%
290CITIGROUP INC.C-PR13,662$855,2260.03%
291FT:MS DIVIDEND LEADERS33691710920,258$849,8230.03%
292VANGUARD TOT ITL BI;ETF92203J40716,869$848,1760.03%
293PIMCO ETF:1-5 YR US TIPS72201R20516,039$847,2590.03%
294SEL SECTOR:COMM SVC SPDR81369Y8529,328$843,2620.03%
295THE HERSHEY COMPANYHSY4,368$837,6490.03%
296BRISTOL-MYERS SQUIBB COMPANYCELG-RI16,149$835,5390.03%
297ISHARES:INTL EQTY FCT46434V27426,432$830,7580.03%
298SCHLUMBERGER N.V.SLB19,550$825,4390.03%
299INTERCONTINENTAL EXCHANGE, INC.45866F1045,081$816,2120.03%
300L3HARRIS TECHNOLOGIES, INC.LHX3,355$798,0540.03%
301PIMCO ETF:ENH SM ACT ETF72201R8337,857$791,1580.03%
302ISHARES:US HLTHCR46428776212,166$790,7690.03%
303JACK HENRY & ASSOCIATES, INC.4262811014,410$778,5410.03%
304THE BANK OF NEW YORK MELLON CORPORATION06405810010,786$775,0820.03%
305EATON VANCE LTD DUR INCETN73,469$772,1560.03%
306MOODY'S CORPORATIONMCO1,619$768,3610.03%
307ASTRAZENECA PLCAZN9,840$766,6340.03%
308EDISON INTERNATIONAL2810201078,741$761,2570.03%
309FISERV, INC.FISV4,225$759,0210.03%
310ISHARES:MSCI EAFE SM-CP46428827311,171$756,2740.03%
311RADNET, INC.RDNT10,849$752,8120.03%
312SEL SECTOR:MATRLS SPDR81369Y1007,519$724,6810.03%
313TRANSDIGM GROUP INCORPORATEDTDG505$720,9580.03%
314KIMBERLY-CLARK CORPORATIONKMB5,004$718,0490.03%
315VANGUARD MC GRO;ETF9219108162,223$715,5700.03%
316PPL CORPORATIONPPLC21,487$714,8000.03%
317TARGA RESOURCES CORP.TRGP4,802$710,7440.03%
318ISHARES:MBS ETF4642885887,417$710,5920.03%
319BROWN & BROWN, INC.BRO6,857$710,3810.03%
320VANGUARD CNSMR STP;ETF92204A2073,222$708,1630.03%
321PAYPAL HOLDINGS, INC.PYPL9,038$705,2350.03%
322PAYCHEX, INC.PAYX5,186$695,9090.03%
323FIDELITY MSCI CONS DISCR3160922047,824$691,9550.03%
324T-MOBILE US, INC.TMUSZ3,347$690,6870.03%
325CVS HEALTH CORPORATIONCVS10,984$690,6710.03%
326THE HARTFORD FINANCIAL SERVICES GROUP, INC.HIG-PG5,806$685,0330.03%
327LAM RESEARCH CORPORATIONLRCX831$680,3120.03%
328TARGET CORPORATIONTGT4,349$677,7680.03%
329AMPHENOL CORPORATION03209510110,307$673,2430.03%
330SPDR S&P BIOTECH78464A8706,630$655,0440.03%
331THE PNC FINANCIAL SERVICES GROUP, INC.6934751053,512$649,1630.03%
332INVESCO PREFERREDIVZ52,480$648,1250.03%
333BECTON, DICKINSON AND COMPANYBDX2,687$647,9330.03%
334DOW INC.DOW11,848$647,2630.03%
335PPG INDUSTRIES, INC.6935061074,866$644,5500.03%
336VERTEX PHARMACEUTICALS INCORPORATEDVRTX1,379$641,3450.03%
337ISHARES:MSCI MEXICO46428682211,890$638,5880.03%
338SPDR S&P BANK ETF78464A79712,007$635,0500.02%
339NUVEEN AMT-FREE MU CR INU46,782$630,2090.02%
340CAPITAL ONE FINANCIAL CORPORATION14040H1054,162$623,2360.02%
341PUBLIC STORAGE.PSA-PS1,710$622,3850.02%
342ALIBABA GROUP HOLDING LIMITEDBBAAY5,862$622,0600.02%
343CROWN CASTLE INC.CCI5,159$611,9830.02%
344AMETEK, INC.AME3,527$605,5370.02%
345ALERIAN MLP00162Q45212,822$604,2810.02%
346INVESCO WATER RESIVZ8,524$601,2830.02%
347FT ADEX:LARGE CAP CORE33734K1095,740$597,8780.02%
348ISHARES:BRD USD HY CP BD46435U85315,831$596,0370.02%
349REALTY INCOME CORPORATIONO9,398$596,0160.02%
350SPDR S&P 600 SM CAP GRO78464A2016,382$594,2470.02%
351THE CLOROX COMPANYCLX3,642$593,3180.02%
352AUTODESK, INC.ADSK2,133$587,5990.02%
353WESTERN GAS EQUITY PARTNERS COM UNTWES15,318$586,0850.02%
354WEC ENERGY GROUP, INC.WEC6,084$585,1590.02%
355VANGUARD HLTH CR IDX;ETF92204A5042,057$583,0000.02%
356WISDOMTREE:US MDCP DIVWT11,386$582,1660.02%
357CMS ENERGY CORPORATIONCMS-PC8,106$572,5270.02%
358MOTOROLA SOLUTIONS, INC.MSI1,270$572,3630.02%
359FT II:CLOUD COMPUTING33734X1925,568$569,3840.02%
360NOVO NORDISK A/SNONOF4,780$569,1850.02%
361NUVEEN QUALITY MUNI INCNU45,409$565,5640.02%
362HCA HEALTHCARE, INC.HCA1,385$562,7490.02%
363MCKESSON CORPORATIONMCK1,125$557,0110.02%
364MCCORMICK & COMPANY, INCORPORATEDMKC-V6,672$549,1060.02%
365BP P.L.C.BPPFF17,308$543,3070.02%
366ISHARES:US MED DEV ETF4642888109,076$537,4810.02%
367THE CIGNA GROUP1255231001,537$532,3870.02%
368KEYSIGHT TECHNOLOGIES, INC.KEYS3,348$532,0980.02%
369VANGUARD MTRLS IDX;ETF92204A8012,491$528,9340.02%
370IRON MOUNTAIN INCORPORATED46284V1014,391$524,9220.02%
371ISHARES:0-5 TIPS BD ETF46429B7475,175$524,3310.02%
372FACTSET RESEARCH SYSTEMS INC.3030751051,134$521,4700.02%
373DELL TECHNOLOGIES INC.DELL4,392$520,5810.02%
374NORFOLK SOUTHERN CORPORATION6558441082,094$520,3590.02%
375ISHARES:1-3 TRS BD ETF4642874576,090$506,3840.02%
3763M COMPANYMMM3,683$503,5010.02%
377VANECK:HIGH YIELD MUNI92189H4099,399$498,8150.02%
378ARAMARKARMK12,748$493,7300.02%
379FIDELITY MSCI INDUSTRIAL3160927096,836$493,3540.02%
380LENNAR CORPORATIONLEN-B2,631$493,3250.02%
381SIMON PROPERTY GROUP, INC.8288061092,911$492,0370.02%
382MARATHON PETROLEUM CORPORATIONMARA3,012$490,6850.02%
383PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED7445731065,403$482,0020.02%
384FT:VALUE LINE DIVIDEND33734H10610,590$481,7390.02%
385ISHARES:S&P SC 600 GRO4642878873,451$481,4350.02%
386ECOLAB INC.ECL1,879$480,9020.02%
387ISHARES:MSCI EAFE GRO4642888854,439$477,8580.02%
388ISHARES:ITL SEL DIV46428844815,706$474,7920.02%
389DEVON ENERGY CORPORATION25179M10311,983$468,7720.02%
390VANGUARD ENERGY IDX;ETF92204A3063,792$468,3840.02%
391T. ROWE PRICE GROUP, INC.TROW4,299$468,2900.02%
392MICRON TECHNOLOGY, INC.MU4,482$464,8460.02%
393FIDELITY MSCI FINANCIALS3160925017,257$463,3980.02%
394FORD MOTOR COMPANY34537086043,714$461,6180.02%
395WASTE CONNECTIONS, INC.WCN2,521$450,8180.02%
396FT VI:DW FOCUS 533738R6057,622$444,1390.02%
397NXP SEMICONDUCTORS NVNXPI1,810$436,1610.02%
398NOVARTIS INC.NVSEF3,790$435,8740.02%
399SYNOPSYS, INC.SNPS856$433,4700.02%
400CANADIAN PACIFIC KANSAS CITY LIMITEDCP5,052$432,1570.02%
401ONEOK, INC.OKE4,734$431,4090.02%
402ARK NEXT GEN INT00214Q4015,064$431,1330.02%
403ARISTA NETWORKS, INC.ANET1,114$427,5750.02%
404AUTOZONE, INC.AZO134$422,1050.02%
405METLIFE, INC.MET-PF5,080$419,0280.02%
406THE TRAVELERS COMPANIES, INC.TRV1,780$416,6730.02%
407FT:NYSE ARCA BIOTECH33733E2032,393$411,4280.02%
408THE ALLSTATE CORPORATIONALL-PJ2,157$411,0830.02%
409ISHARES:SEL DIV4642871683,042$410,8430.02%
410AMERICAN INTERNATIONAL GROUP, INC.0268747845,569$407,8300.02%
411DISCOVER FINANCIAL SERVICES2547091082,902$407,1220.02%
412INVESCO S&P500 LOWVLIVZ5,655$405,6330.02%
413ROYAL BANK OF CANADA7800871023,236$403,6260.02%
414MICROCHIP TECHNOLOGY INCORPORATEDMCHPP5,023$403,2690.02%
415CME GROUP INC.CME1,827$403,1280.02%
416FIDELITY MSCI FINANCIALS3160925016,270$400,3730.02%
417SEL SECTOR:RL EST SPDR81369Y8608,946$399,6230.02%
418ISHARES:FLOATING RT BOND46429B6557,788$397,5030.02%
419SPDR BBG ST HI YLD BD78468R40815,197$391,3230.02%
420EQUIFAX INC.EFX1,329$390,5400.02%
421ISHARES:MSCI EM MKTS4642872348,492$389,4510.02%
422ISHARES:CORE MSCI EMMKTS46434G1036,742$387,0310.02%
423RELIANCERS1,338$386,9930.02%
424WHIRLPOOL CORPORATIONWHR-PA3,612$386,4500.02%
425CINTAS CORPORATIONCTAS1,877$386,4370.02%
426VANGUARD COMM INDX;ETF92204A8842,621$382,4460.02%
427EDWARDS LIFESCIENCES CORPORATIONEW5,788$381,9500.02%
428MARTIN MARIETTA MATERIALS, INC.573284106705$379,5740.01%
429SCHWAB STR:US BR MKT ETF8085241025,676$377,5860.01%
430HUMANA INC.HUM1,182$375,5220.01%
431NEW JERSEY RESOURCES CORPORATIONNJR7,813$372,2910.01%
432SCHWAB STR:INTL EQTY ETF8085248058,986$369,5190.01%
433XCEL ENERGY INC.XELLL5,575$367,1030.01%
434JOHNSON CONTROLS INTERNATIONAL PLCG515021054,712$367,0990.01%
435COGNIZANT TECHNOLOGY SOLUTIONS CORPORATIONCTSH4,747$366,4040.01%
436UNITED AIRLINES HOLDINGS, INC.UNTCW6,418$366,2110.01%
437ISHARES:US HOME CONS ETF4642887522,871$364,9050.01%
438VULCAN MATERIALS COMPANY9291601091,455$364,4830.01%
439KLA CORPORATIONKLAC466$360,8750.01%
440CADENCE DESIGN SYSTEMS, INC.CDNS1,312$355,6320.01%
441DUPONT DE NEMOURS, INC.DD3,866$344,4810.01%
442THE J. M. SMUCKER COMPANY8326964052,842$344,1660.01%
443ROPER TECHNOLOGIES, INC.ROP618$343,8800.01%
444CITIZENS FINANCIAL GROUP, INC.CIA8,347$342,8300.01%
445FORTINET, INC.FTNT4,387$340,1920.01%
446ISHARES:SILVER TRUSTSLV11,970$340,0680.01%
447V.F. CORPORATIONVFC16,941$337,9730.01%
448FIDELITY MSCI ENERGY31609240213,964$336,2530.01%
449ISHARES:US AER&DEF ETF4642887602,229$333,6080.01%
450GILEAD SCIENCES, INC.GILD3,950$331,1680.01%
451FIDELITY MSCI CONS STPLS3160923036,469$330,2420.01%
452ISHARES:US UTL4642876973,234$329,9330.01%
453APOLLO GLOBAL MANAGEMENT, INC.03769M1062,635$329,1380.01%
454NVENT ELECTRIC PUBLIC LIMITED COMPANYNVT4,666$327,8490.01%
455VEEVA SYSTEMS INC.VEEV1,547$324,6690.01%
456WARNER BROS. DISCOVERY, INC.WBD39,167$323,1280.01%
457FIDELITY NATIONAL INFORMATION SERVICES, INC.31620M1063,818$319,7930.01%
458KEURIG DR PEPPER INC.KDP8,459$318,9870.01%
459WELLTOWER INC.WELL2,476$317,0150.01%
460CORTEVA, INC.CTVA5,384$316,5250.01%
461RPM INTERNATIONAL INC.7496851032,605$315,2530.01%
462CONSTELLATION BRANDS, INC.STZ1,217$313,6730.01%
463NVIDIA CORPORATIONNVDA2,574$312,6410.01%
464BROOKFIELD INFRASTRUCTUR PARTNER UNTG162521018,901$311,8910.01%
465VANGUARD ST TRS;ETF92206C1025,252$309,9730.01%
466THE TIMKEN COMPANYTKR3,654$307,9960.01%
467ISHARES:US BD & SE ETF4642887942,383$306,3580.01%
468SPDR S&P HOMEBUILDERS78464A8882,459$306,2930.01%
469HP INC.HPQ8,460$305,7350.01%
470GARTNER, INC.IT602$305,0700.01%
471THE INTERPUBLIC GROUP OF COMPANIES, INC.INTR9,609$303,9250.01%
472SNAP-ON INCORPORATEDSNA1,048$303,6300.01%
473EQUINIX, INC.EQIX335$297,4240.01%
474VANGUARD SC V I;ETF9229086111,459$292,8500.01%
475PRUDENTIAL FINANCIAL, INC.PUKPF2,408$291,6090.01%
476YUM! BRANDS, INC.YUM2,080$290,6320.01%
477CHART INDUSTRIES, INC.16115Q3082,340$290,4880.01%
478W.W. GRAINGER, INC.384802104279$289,8280.01%
479CUMMINS INC.CMI895$289,7920.01%
480EXELON CORPORATIONEXC7,106$288,1580.01%
481JETBLUE AIRWAYS CORPORATION47714310143,734$286,8950.01%
482FT ADEX:LARGE CAP CORE33734K1092,752$286,7130.01%
483PIMCO ETF:1-5 YR US TIPS72201R2055,401$285,3070.01%
484ANSYS, INC.03662Q105895$285,3010.01%
485FORTIVE CORPORATIONFTV3,591$283,4560.01%
486VALERO ENERGY CORPORATIONVLO2,069$279,3390.01%
487UNILEVER PLCUNLYF4,285$278,3670.01%
488CAPITAL SOUTHWEST CORPORATION.CSWC10,801$273,1570.01%
489FT IV:ENHANCED SHORT MAT33739Q4084,537$272,7610.01%
490GLOBE LIFE INC.GL-PD2,504$265,1990.01%
491NUCOR CORPORATIONNUE1,756$264,9450.01%
492COPART, INC.CPRT4,989$261,4240.01%
493SYSCO CORPORATIONSYY3,296$257,2760.01%
494FASTENAL COMPANYFAST3,584$255,9690.01%
495INTERNATIONAL PAPER COMPANY4601461035,213$254,6570.01%
496SAREPTA THERAPEUTICS, INC.SRPT2,039$254,5880.01%
497SPROTT PHYSICAL GOLD TRUSTSII12,474$254,2200.01%
498FIDELITY MSCI UTILITIES3160928654,862$251,9510.01%
499MERCK & CO., INC.MRK2,187$248,7790.01%
500ISHARES GOLD TRUSTIAU4,973$247,1580.01%