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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 COMBINATION REPORT

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001766904-25-000003

Total Value
$206.6M
Positions
2,961
Other Managers
28
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR PORTFOLIO S&P 500 GROWTH ETF78464A40953,789$5.1M3.24%
2SPDR PORTFOLIO S&P 500 VALUE ETF78464A50866,725$3.5M2.20%
3ENERGY TRANSFER L P COM UT LTD PTNET-PI157,220$2.9M1.80%
4TARGA RES CORP COMTRGP15,130$2.6M1.66%
5APPLE INC COMAAPL10,680$2.2M1.38%
6ENTERPRISE PRODS PARTNERS L P COM29379210767,900$2.1M1.33%
7SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R66321,412$2.0M1.24%
8JPMORGAN BETABUILDERS U.S. EQUITY ETF46641Q39917,266$1.9M1.22%
9WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INTWES46,680$1.8M1.14%
10WILLIAMS COS INC COM96945710028,270$1.8M1.12%
11JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q65434,727$1.8M1.12%
12SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X88943,331$1.8M1.11%
13NVIDIA CORPORATION COMNVDA9,103$1.4M0.91%
14MICROSOFT CORP COMMSFT2,666$1.3M0.84%
15SPDR S&P 400 MID CAP GROWTH ETF78464A82115,206$1.3M0.83%
16MICROSOFT CORP COMMSFT2,614$1.3M0.82%
17MICROSOFT CORP COMMSFT2,564$1.3M0.80%
18DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF25434V88043,089$1.3M0.80%
19SPDR S&P 400 MID CAP VALUE ETF78464A83915,746$1.3M0.79%
20APPLE INC COMAAPL5,974$1.2M0.77%
21MICROSOFT CORP COMMSFT2,372$1.2M0.74%
22DIMENSIONAL US SMALL CAP VALUE ETF25434V81536,202$1.1M0.67%
23BROADCOM INC COMAVGO3,835$1.1M0.67%
24UBER TECHNOLOGIES INC COMUBER11,200$1.0M0.66%
25MICROSOFT CORP COMMSFT2,077$1.0M0.65%
26APPLE INC COMAAPL4,796$983,9950.62%
27NVIDIA CORPORATION COMNVDA6,175$975,5880.62%
28NVIDIA CORPORATION COMNVDA6,165$974,0080.61%
29APPLE INC COMAAPL4,700$964,3300.61%
30NVIDIA CORPORATION COMNVDA5,965$942,4100.59%
31ISHARES CORE TOTAL USD BOND MARKET ETF46434V61320,009$925,0160.58%
32ALPHABET INC CAP STK CL CGOOG5,207$923,7330.58%
33NVIDIA CORPORATION COMNVDA5,794$915,3940.58%
34ALPHABET INC CAP STK CL CGOOG4,777$847,4550.53%
35AMAZON COM INC COMAMZN3,806$834,9290.53%
36META PLATFORMS INC CL AMETA1,090$804,2750.51%
37BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A1,527$741,9340.47%
38ONEOK INC NEW COMOKE8,900$726,5070.46%
39AMAZON COM INC COMAMZN3,279$719,3100.45%
40JPMORGAN CORE PLUS BOND ETF46641Q67014,655$689,6640.44%
41MICROSOFT CORP COMMSFT1,383$687,9180.43%
42MICROSOFT CORP COMMSFT1,374$683,4410.43%
43SPDR S&P 600 SMALL CAP GROWTH ETF78464A2017,354$652,6680.41%
44SPDR S&P 600 SMALL CAP VALUE ETF78464A3008,140$649,2460.41%
45AMAZON COM INC COMAMZN2,956$648,5170.41%
46PHILIP MORRIS INTL INC COM7181721093,237$589,5550.37%
47SPDR PORTFOLIO EMERGING MARKETS ETF78463X50913,626$582,3750.37%
48TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391002,568$581,6810.37%
49JPMORGAN ACTIVE GROWTH ETF46654Q6096,591$567,2870.36%
50META PLATFORMS INC CL AMETA767$566,1150.36%
51JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF46641Q3738,233$555,7280.35%
52ANTERO MIDSTREAM CORP COMAM28,825$546,2340.34%
53MICROSOFT CORP COMMSFT1,095$544,6640.34%
54ALPHABET INC CAP STK CL AGOOG3,025$533,0960.34%
55MASTERCARD INCORPORATED CL AMA934$525,0400.33%
56META PLATFORMS INC CL AMETA709$523,3110.33%
57VANGUARD SHORT-TERM BOND ETF9219378276,510$512,3370.32%
58VISA INC COM CL AV1,436$509,6760.32%
59APPLE INC COMAAPL2,444$501,4350.32%
60ISHARES MSCI USA QUALITY FACTOR ETF46432F3392,709$495,2590.31%
61APPLE INC COMAAPL2,403$493,0240.31%
62ISHARES CORE U.S. AGGREGATE BOND ETF4642872264,789$475,0690.30%
63NVIDIA CORPORATION COMNVDA2,990$472,3900.30%
64META PLATFORMS INC CL AMETA639$471,3970.30%
65AMAZON COM INC COMAMZN2,139$469,2750.30%
66ISHARES S&P 500 GROWTH ETF4642873094,201$462,5300.29%
67SPDR S&P 500 ETF TRUSTSPY739$456,8220.29%
68SIX FLAGS ENTERTAINMENT CORP COMFUN14,950$454,9290.29%
69MICROSOFT CORP COMMSFT897$446,1770.28%
70ISHARES MSCI EAFE VALUE ETF4642888777,024$445,8840.28%
71NVIDIA CORPORATION COMNVDA2,817$445,0580.28%
72JPMORGAN ACTIVE VALUE ETF46641Q1676,747$441,9290.28%
73ISHARES CORE TOTAL USD BOND MARKET ETF46434V6139,555$441,7280.28%
74ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETFBLK8,107$441,5070.28%
75APPLE INC COMAAPL2,076$426,0210.27%
76AMAZON COM INC COMAMZN1,940$425,6170.27%
77ISHARES CORE S&P 500 ETF464287200678$420,9700.27%
78BROADCOM INC COMAVGO1,492$411,2700.26%
79ALPHABET INC CAP STK CL AGOOG2,328$410,2640.26%
80ORACLE CORP COMORCL-PD1,853$405,0270.26%
81S&P GLOBAL INC COMSPGI744$392,4830.25%
82COSTCO WHSL CORP NEW COM22160K105391$387,4010.24%
83Technology Select Sector SPDR Fund81369Y8031,491$377,5660.24%
84JPMORGAN CHASE & CO. COMVYLD1,295$375,4330.24%
85INTERCONTINENTAL EXCHANGE INC COM45866F1042,039$374,0360.24%
86JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF46654Q7405,812$373,9440.24%
87JPMORGAN CHASE & CO. COMVYLD1,287$373,1140.24%
88NVIDIA CORPORATION COMNVDA2,282$360,5330.23%
89BROADCOM INC COMAVGO1,307$360,2970.23%
90ISHARES S&P 500 VALUE ETF4642874081,822$356,0550.22%
91MARSH & MCLENNAN COS INC COM5717481021,600$349,8240.22%
92APPLE INC COMAAPL1,688$346,2540.22%
93BOOKING HOLDINGS INC COMBKNG59$341,5650.22%
94COSTCO WHSL CORP NEW COM22160K105340$336,5800.21%
95JPMORGAN CHASE & CO. COMVYLD1,153$334,2660.21%
96ELI LILLY & CO COMLLY424$330,5210.21%
97BROADCOM INC COMAVGO1,198$330,1030.21%
98BROADCOM INC COMAVGO1,194$328,9880.21%
99SUNOCO LP/SUNOCO FIN CORP COM UT REP LPSUN6,116$327,7560.21%
100APPLE INC COMAAPL1,583$324,7840.20%
101BLUE OWL CAPITAL INC COM CL AOWL16,706$320,9220.20%
102STRYKER CORPORATION COMSYK802$317,2950.20%
103ALPHABET INC CAP STK CL AGOOG1,785$314,5710.20%
104TESLA INC COMTSLA978$310,6710.20%
105MICROSOFT CORP COMMSFT616$306,4050.19%
106INTUIT COMINTU385$303,2380.19%
107VISA INC COM CL AV852$302,5030.19%
108MICROSOFT CORP COMMSFT606$301,5050.19%
109ISHARES CORE MSCI EMERGING MARKETS ETF46434G1035,018$301,2310.19%
110BROADCOM INC COMAVGO1,090$300,4590.19%
111JPMORGAN EQUITY PREMIUM INCOME ETF46641Q3325,229$297,2690.19%
112JPMORGAN CHASE & CO. COMVYLD1,025$297,1580.19%
113WABTEC COM9297401081,416$296,5120.19%
114JPMORGAN NASDAQ EQUITY PREMIUM INNCOME ETF46654Q2035,400$293,7600.19%
115SALESFORCE INC COMCRM1,076$293,3700.19%
116JPMORGAN CHASE & CO. COMVYLD1,002$290,4900.18%
117GE AEROSPACE COM NEW3696043011,123$289,0490.18%
118BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A589$286,1190.18%
119VISA INC COM CL AV791$280,8450.18%
120APPLE INC COMAAPL1,364$279,8520.18%
121AMAZON COM INC COMAMZN1,262$276,8700.17%
122SEMPRA COMSREA3,650$276,5610.17%
123ISHARES MBS ETF4642885882,939$275,9430.17%
124VISA INC COM CL AV777$275,8740.17%
125MICROSOFT CORP COMMSFT553$275,2080.17%
126GALLAGHER ARTHUR J & CO COM363576109858$274,6600.17%
127ISHARES 10-20 YEAR TREASURY BOND ETF4642886532,691$273,4060.17%
128NVIDIA CORPORATION COMNVDA1,724$272,3750.17%
129AMAZON COM INC COMAMZN1,236$271,1660.17%
130VERTIV HOLDINGS CO COM CL AVRT2,093$268,7660.17%
131MICROSOFT CORP COMMSFT539$268,1040.17%
132REPUBLIC SVCS INC COM7607591001,080$266,4370.17%
133CASEYS GEN STORES INC COM147528103516$263,3610.17%
134JPMORGAN CHASE & CO. COMVYLD900$260,9930.16%
135ISHARES 10-20 YEAR TREASURY BOND ETF4642886532,568$260,9090.16%
136EATON CORP PLC SHSETN720$257,0330.16%
137ISHARES FLEXIBLE INCOME ACTIVE ETFBLK4,854$256,4850.16%
138ANSYS INC COM03662Q105729$256,0410.16%
139VANGUARD INTERMEDIATE-TERM BOND ETF9219378193,304$255,5310.16%
140AMPHENOL CORP NEW CL A0320951012,587$255,4660.16%
141INTUIT COMINTU323$254,7430.16%
142ALPHABET INC CAP STK CL AGOOG1,445$254,6520.16%
143HOME DEPOT INC COMHD688$252,2480.16%
144BROADCOM INC COMAVGO915$252,0820.16%
145NETFLIX INC COMNFLX188$251,7560.16%
146JPMORGAN CHASE & CO. COMVYLD862$249,9020.16%
147VISA INC COM CL AV703$249,4910.16%
148CHEVRON CORP NEW COMCVX1,733$248,1480.16%
149AMERICAN EXPRESS CO COMAXP775$247,2100.16%
150ELI LILLY & CO COMLLY317$247,1110.16%
151ALPHABET INC CAP STK CL AGOOG1,401$246,8980.16%
152WALMART INC COMWMT2,505$244,9800.15%
153ATMOS ENERGY CORP COMATO1,568$241,5680.15%
154ACCENTURE PLC IRELAND SHS CLASS AACN807$241,2040.15%
155RTX CORPORATION COMRTX1,648$240,6410.15%
156MASTERCARD INCORPORATED CL AMA426$239,3860.15%
157META PLATFORMS INC CL AMETA321$236,9270.15%
158CASEYS GEN STORES INC COM147528103464$236,8440.15%
159MORGAN STANLEY COM NEWMS-PQ1,672$235,4670.15%
160AUTOMATIC DATA PROCESSING INC COMADP763$235,4590.15%
161STRYKER CORPORATION COMSYK593$234,6860.15%
162BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A482$234,1410.15%
163JPMORGAN ACTIVE GROWTH ETF46654Q6092,718$233,9380.15%
164ELI LILLY & CO COMLLY298$232,3000.15%
165COSTCO WHSL CORP NEW COM22160K105234$231,3600.15%
166AMPHENOL CORP NEW CL A0320951012,342$231,3130.15%
167T-MOBILE US INC COMTMUSZ968$230,7200.15%
168TESLA INC COMTSLA724$229,9860.15%
169ABBVIE INC COMABBV1,236$229,4260.14%
170NETFLIX INC COMNFLX171$228,9910.14%
171CORTEVA INC COMCTVA3,071$228,8820.14%
172COMCAST CORP NEW CL ACCZ6,390$228,0590.14%
173GOLDMAN SACHS GROUP INC COMGSCE322$227,8960.14%
174ALPHABET INC CAP STK CL CGOOG1,283$227,5910.14%
175ASML HOLDING N V N Y REGISTRY SHSASMLF282$226,3040.14%
176META PLATFORMS INC CL AMETA306$225,8560.14%
177BLACKROCK INC COMBLK215$225,5890.14%
178JPMORGAN CHASE & CO. COMVYLD777$225,3750.14%
179EATON CORP PLC SHSETN628$224,1900.14%
180ARCH CAP GROUP LTD ORDG0450A1052,454$223,4370.14%
181ISHARES CORE MSCI EMERGING MARKETS ETF46434G1033,721$223,3720.14%
182EXXON MOBIL CORP COMXOM2,070$223,1870.14%
183WELLTOWER INC COMWELL1,450$222,9090.14%
184BANK AMERICA CORP COM0605051044,710$222,8770.14%
185VISA INC COM CL AV627$222,6160.14%
186BLACKSTONE INC COMBX1,486$222,2760.14%
187PHILIP MORRIS INTL INC COM7181721091,218$221,8340.14%
188ENSIGN GROUP INC COMENSG1,435$221,3000.14%
189JPMORGAN INCOME ETF46641Q1594,774$221,1320.14%
190TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS874039100974$220,6010.14%
191KINETIK HOLDINGS INC COM NEW CL AKNTK5,000$220,2500.14%
192WEC ENERGY GROUP INC COMWEC2,113$220,1970.14%
193JPMORGAN BETABUILDERS U.S. EQUITY ETF46641Q3991,948$218,0200.14%
194TCW FLEXIBLE INCOME ETF29287L7005,516$217,6060.14%
195JPMORGAN INCOME ETF46641Q1594,679$216,7310.14%
196ABBOTT LABS COMABLZF1,590$216,2560.14%
197UNITEDHEALTH GROUP INC COMUNH692$215,8830.14%
198APPLE INC COMAAPL1,050$215,4290.14%
199PRICESMART INC COMPSMT2,049$215,2630.14%
200TRACTOR SUPPLY CO COMTSCO4,075$215,0170.14%
201HOME DEPOT INC COMHD584$214,2880.14%
202ENCOMPASS HEALTH CORP COMEHC1,745$214,0190.14%
203FASTENAL CO COMFAST5,077$213,2280.13%
204AUTOMATIC DATA PROCESSING INC COMADP690$212,7960.13%
205WALMART INC COMWMT2,173$212,4760.13%
206TESLA INC COMTSLA666$211,5620.13%
207S&P GLOBAL INC COMSPGI401$211,5080.13%
208INTUIT COMINTU268$211,1260.13%
209MOTOROLA SOLUTIONS INC COM NEWMSI502$211,0710.13%
210NVIDIA CORPORATION COMNVDA1,334$210,7590.13%
211AMPHENOL CORP NEW CL A0320951012,134$210,7330.13%
212BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS1130041053,772$208,4990.13%
213ELI LILLY & CO COMLLY267$208,1350.13%
214RESMED INC COMRSMDF804$207,3440.13%
215ABBVIE INC COMABBV1,116$207,1970.13%
216FISERV INC COMFISV1,195$206,0300.13%
217MICROSOFT CORP COMMSFT414$205,9280.13%
218CAPITAL ONE FINL CORP COM14040H105963$204,8880.13%
219TEXAS INSTRS INC COM882508104986$204,6680.13%
220WASTE CONNECTIONS INC COMWCN1,093$204,1320.13%
221NORTHROP GRUMMAN CORP COMNOC408$203,9920.13%
222MASTERCARD INCORPORATED CL AMA362$203,6110.13%
223ISHARES MSCI EAFE GROWTH ETF4642888851,815$203,2800.13%
224NASDAQ INC COMNDAQ2,270$203,0040.13%
225HONEYWELL INTL INC COM438516106871$202,8380.13%
226PPL CORP COMPPLC5,976$202,5270.13%
227S&P GLOBAL INC COMSPGI384$202,4790.13%
228AMPHENOL CORP NEW CL A0320951012,041$201,5490.13%
229AMERIPRISE FINL INC COM03076C106377$201,4800.13%
230MCDONALDS CORP COMMCD690$201,4620.13%
231SNAP ON INC COMSNA647$201,1920.13%
232COSTCO WHSL CORP NEW COM22160K105203$201,1250.13%
233WATSCO INC COMWSO-B455$201,0860.13%
234VISA INC COM CL AV564$200,2480.13%
235EATON CORP PLC SHSETN560$199,9140.13%
236AIR LEASE CORP CL AAIIR3,411$199,5340.13%
237AMGEN INC COMAMGN713$199,0770.13%
238NUCOR CORP COMNUE1,535$198,8440.13%
239THOMSON REUTERS CORP COMTMSOF984$197,9120.12%
240ABBOTT LABS COMABLZF1,454$197,7590.12%
241BROADRIDGE FINL SOLUTIONS INC COM11133T103811$197,0620.12%
242KINSALE CAP GROUP INC COM49714P108407$196,9570.12%
243WASTE MGMT INC DEL COM94106L109859$196,5560.12%
244SALESFORCE INC COMCRM720$196,3370.12%
245CANADIAN NAT RES LTD COM1363851016,247$196,1680.12%
246HOME DEPOT INC COMHD535$196,1520.12%
247JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF46641Q1342,765$195,6790.12%
248ELI LILLY & CO COMLLY251$195,6620.12%
249VERIZON COMMUNICATIONS INC COMVZ4,511$195,1930.12%
250MOTOROLA SOLUTIONS INC COM NEWMSI463$194,7050.12%
251MASTERCARD INCORPORATED CL AMA346$194,4310.12%
252UNITEDHEALTH GROUP INC COMUNH623$194,3930.12%
253SHELL PLC SPON ADSRYDAF2,741$193,0170.12%
254ALLSTATE CORP COMALL-PJ953$191,8090.12%
255MSCI INC COMMSCI332$191,5950.12%
256SHERWIN WILLIAMS CO COMSHW557$191,3580.12%
257BENTLEY SYS INC COM CL BBSY3,542$191,1860.12%
258GALLAGHER ARTHUR J & CO COM363576109597$191,1840.12%
259M & T BK CORP COM55261F104983$190,6920.12%
260CISCO SYS INC COMCSCO2,740$190,1010.12%
261MASTERCARD INCORPORATED CL AMA338$189,9730.12%
262WILLIS TOWERS WATSON PLC LTD SHSWTW620$189,9190.12%
263CINTAS CORP COMCTAS848$189,0350.12%
264ACCENTURE PLC IRELAND SHS CLASS AACN631$188,6880.12%
265ROYAL CARIBBEAN GROUP COMV7780T103602$188,5100.12%
266NASDAQ INC COMNDAQ2,107$188,4210.12%
267BROADCOM INC COMAVGO681$187,7180.12%
268MOTOROLA SOLUTIONS INC COM NEWMSI446$187,5870.12%
269DARDEN RESTAURANTS INC COMDRI860$187,4540.12%
270ISHARES MSCI USA QUALITY FACTOR ETF46432F3391,021$186,6590.12%
271EOG RES INC COMEOG1,559$186,4720.12%
272ISHARES U.S. THEMATIC ROTATION ACTIVE ETFBLK5,234$186,2260.12%
273APPLE INC COMAAPL906$185,8840.12%
274BROADRIDGE FINL SOLUTIONS INC COM11133T103764$185,7790.12%
275NORFOLK SOUTHN CORP COM655844108724$185,3220.12%
276EBAY INC. COMEBAY2,489$185,3050.12%
277ABBOTT LABS COMABLZF1,362$185,1940.12%
278CENCORA INC COMCOR614$184,1160.12%
279DOMINOS PIZZA INC COMDPZ408$183,7730.12%
280CHENIERE ENERGY INC COM NEWLNG754$183,6860.12%
281AUTOMATIC DATA PROCESSING INC COMADP595$183,6160.12%
282GILEAD SCIENCES INC COMGILD1,651$183,0460.12%
283YUM BRANDS INC COMYUM1,230$182,2610.12%
284RTX CORPORATION COMRTX1,248$182,1610.11%
285ACCENTURE PLC IRELAND SHS CLASS AACN609$182,0240.11%
286MCCORMICK & CO INC COM NON VTGMKC-V2,400$181,9850.11%
287ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF46435G6723,556$181,6760.11%
288MCDONALDS CORP COMMCD619$180,8530.11%
289META PLATFORMS INC CL AMETA245$180,8320.11%
290CHUBB LIMITED COMCB623$180,4960.11%
291MONOLITHIC PWR SYS INC COM609839105247$180,4420.11%
292META PLATFORMS INC CL AMETA244$180,0970.11%
293EATON CORP PLC SHSETN504$179,9230.11%
294TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS874039100790$178,9420.11%
295MARRIOTT INTL INC NEW CL A571903202649$177,3660.11%
296GE AEROSPACE COM NEW369604301688$177,0840.11%
297KEURIG DR PEPPER INC COMKDP5,341$176,5730.11%
298SALESFORCE INC COMCRM647$176,4490.11%
299STERIS PLC SHS USDSTE734$176,2240.11%
300PROCTER AND GAMBLE CO COM7427181091,106$176,2080.11%
301QUALCOMM INC COMQCOM1,106$176,1030.11%
302CLEARWAY ENERGY INC CL CCWEN-A5,500$176,0000.11%
303CANADIAN NAT RES LTD COM1363851015,599$175,8090.11%
304META PLATFORMS INC CL AMETA238$175,6650.11%
305MASTERCARD INCORPORATED CL AMA311$174,7630.11%
306ABBVIE INC COMABBV941$174,6680.11%
307AMPHENOL CORP NEW CL A0320951011,766$174,3930.11%
308TRACTOR SUPPLY CO COMTSCO3,278$172,9800.11%
309EXXON MOBIL CORP COMXOM1,601$172,6320.11%
310MASTERCARD INCORPORATED CL AMA307$172,5160.11%
311SHERWIN WILLIAMS CO COMSHW501$172,0780.11%
312ZOETIS INC CL AZTS1,102$171,8080.11%
313ELI LILLY & CO COMLLY220$171,5430.11%
314TRANE TECHNOLOGIES PLC SHSTT392$171,4650.11%
315BROWN & BROWN INC COMBRO1,545$171,2940.11%
316HUNT J B TRANS SVCS INC COM4456581071,191$171,0240.11%
317WALMART INC COMWMT1,747$170,8220.11%
318AMERICAN TOWER CORP NEW COM03027X100772$170,6270.11%
319AMERICAN WTR WKS CO INC NEW COM0304201031,221$169,8140.11%
320WALMART INC COMWMT1,734$169,5510.11%
321ABBVIE INC COMABBV912$169,3170.11%
322ROSS STORES INC COMROST1,325$169,1010.11%
323NEXTERA ENERGY INC COMNEE-PW2,432$168,8290.11%
324SERVICENOW INC COMNOW164$168,6050.11%
325KINDER MORGAN INC DEL COMEP-PC5,731$168,4910.11%
326AMERICAN WTR WKS CO INC NEW COM0304201031,211$168,4380.11%
327LOCKHEED MARTIN CORP COMLMT363$168,1200.11%
328TJX COS INC NEW COM8725401091,353$167,0820.11%
329MARSH & MCLENNAN COS INC COM571748102764$167,0410.11%
330BRITISH AMERN TOB PLC SPONSORED ADR1104481073,529$167,0280.11%
331ASML HOLDING N V N Y REGISTRY SHSASMLF208$166,6890.11%
332LINDE PLC SHSLIN355$166,5590.11%
333CONSTELLATION ENERGY CORP COMCEG516$166,5440.11%
334ISHARES MSCI EAFE VALUE ETF4642888772,603$165,2380.10%
335S&P GLOBAL INC COMSPGI313$165,0420.10%
336S&P GLOBAL INC COMSPGI313$165,0420.10%
337HOME DEPOT INC COMHD449$164,5220.10%
338VISA INC COM CL AV462$164,0330.10%
339EQUINIX INC COMEQIX206$163,8360.10%
340QUALCOMM INC COMQCOM1,023$162,9230.10%
341SPOTIFY TECHNOLOGY S A SHSSPOT212$162,6760.10%
342HOME DEPOT INC COMHD443$162,4480.10%
343GRAINGER W W INC COM384802104156$162,2770.10%
344ISHARES S&P 500 GROWTH ETF4642873091,473$162,1770.10%
345ILLINOIS TOOL WKS INC COM452308109656$162,0800.10%
346HENRY JACK & ASSOC INC COM426281101900$162,0750.10%
347KKR & CO INC COMKKRT1,214$161,4980.10%
348OTIS WORLDWIDE CORP COMOTIS1,630$161,3700.10%
349GARTNER INC COMIT399$161,2840.10%
350SCHWAB CHARLES CORP COMSCHW-PJ1,761$160,6740.10%
351APPLE INC COMAAPL781$160,2380.10%
352ISHARES CORE S&P 500 ETF464287200256$158,9500.10%
353ALPHABET INC CAP STK CL CGOOG896$158,9410.10%
354VULCAN MATLS CO COM929160109608$158,6030.10%
355ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETFBLK2,908$158,3700.10%
356ISHARES S&P 500 GROWTH ETF4642873091,434$157,8830.10%
357L3HARRIS TECHNOLOGIES INC COMLHX629$157,8510.10%
358WELLS FARGO CO NEW COM9497461011,970$157,8360.10%
359BROADCOM INC COMAVGO572$157,6720.10%
360EMERSON ELEC CO COMEMR1,174$156,5290.10%
361KLA CORP COM NEWKLAC175$156,4970.10%
362QUEST DIAGNOSTICS INC COMDGX868$155,8300.10%
363BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A319$154,9610.10%
364iShares U.S. Technology ETF464287721894$154,9030.10%
365NEXTERA ENERGY INC COMNEE-PW2,226$154,5140.10%
366BANK AMERICA CORP COM0605051043,259$154,2160.10%
367CINTAS CORP COMCTAS689$153,5690.10%
368ELI LILLY & CO COMLLY197$153,5670.10%
369WEC ENERGY GROUP INC COMWEC1,469$153,0700.10%
370NETFLIX INC COMNFLX114$152,6610.10%
371PAYCHEX INC COMPAYX1,049$152,5880.10%
372STERIS PLC SHS USDSTE634$152,3520.10%
373VISA INC COM CL AV429$152,1410.10%
374SOUTHERN CO COMSOMN1,656$152,0700.10%
375EXXON MOBIL CORP COMXOM1,409$151,8900.10%
376ABBOTT LABS COMABLZF1,117$151,8850.10%
377TRUIST FINL CORP COM89832Q1093,521$151,3680.10%
378AMAZON COM INC COMAMZN688$150,9400.10%
379VISA INC COM CL AV424$150,5410.10%
380META PLATFORMS INC CL AMETA203$149,8320.09%
381APPLE INC COMAAPL730$149,7740.09%
382LENNAR CORP CL ALEN-B1,352$149,5450.09%
383JPMORGAN ACTIVE BOND ETF46654Q7162,787$149,3550.09%
384HOME DEPOT INC COMHD407$149,2220.09%
385PROLOGIS INC. COMPLDGP1,413$148,5350.09%
386ARES MANAGEMENT CORPORATION CL A COM STKARES-PB857$148,4320.09%
387META PLATFORMS INC CL AMETA200$147,6180.09%
388DELL TECHNOLOGIES INC CL CDELL1,203$147,4880.09%
389ROSS STORES INC COMROST1,152$146,9720.09%
390ELEVANCE HEALTH INC COMELV377$146,6380.09%
391REGENERON PHARMACEUTICALS COMREGN279$146,4750.09%
392ICICI BANK LIMITED ADRIBN4,336$145,8630.09%
393BOOZ ALLEN HAMILTON HLDG CORP CL ABAH1,400$145,7470.09%
394PHILIP MORRIS INTL INC COM718172109799$145,5220.09%
395LINDE PLC SHSLIN309$144,9770.09%
396CVS HEALTH CORP COMCVS2,086$143,8920.09%
397NOVARTIS AG SPONSORED ADRNVSEF1,186$143,4780.09%
398INTERNATIONAL BUSINESS MACHS COMINTR485$142,8700.09%
399ISHARES S&P 100 ETF464287101467$142,1310.09%
400NETFLIX INC COMNFLX106$141,9480.09%
401HDFC BANK LTD SPONSORED ADSHDB1,848$141,6860.09%
402MONDELEZ INTL INC CL A6092071052,093$141,1420.09%
403EXXON MOBIL CORP COMXOM1,309$141,1100.09%
404SCHLUMBERGER LTD COM STKSLB4,172$141,0270.09%
405NETFLIX INC COMNFLX104$139,2700.09%
406HONEYWELL INTL INC COM438516106595$138,5640.09%
407MONDELEZ INTL INC CL A6092071052,048$138,1170.09%
408ADOBE INC COMADBE356$137,7290.09%
409ACCENTURE PLC IRELAND SHS CLASS AACN461$137,6440.09%
410BLACKSTONE INC COMBX919$137,4640.09%
411CHEVRON CORP NEW COMCVX958$137,2010.09%
412CHEVRON CORP NEW COMCVX954$136,6030.09%
413EQUINIX INC COMEQIX171$136,1300.09%
414ABBOTT LABS COMABLZF997$135,6020.09%
415LOWES COS INC COM548661107611$135,5630.09%
416ZOETIS INC CL AZTS867$135,2090.09%
417BLACKSTONE INC COMBX903$135,0720.09%
418CHUBB LIMITED COMCB466$135,0100.09%
419DIAMONDBACK ENERGY INC COMFANG979$134,4650.08%
420ALPHABET INC CAP STK CL AGOOG760$133,9350.08%
421CARLISLE COS INC COM142339100358$133,6770.08%
422APPLIED MATLS INC COM038222105727$133,0920.08%
423WALMART INC COMWMT1,339$130,9270.08%
424COSTCO WHSL CORP NEW COM22160K105132$130,6720.08%
425ZOETIS INC CL AZTS835$130,2470.08%
426VANGUARD S&P 500 ETF922908363229$130,0790.08%
427JOHNSON & JOHNSON COMJNJ850$129,8880.08%
428WELLS FARGO CO NEW COM9497461011,620$129,8170.08%
429CDW CORP COMCDW726$129,6560.08%
430NORDSON CORP COMNDSN603$129,3300.08%
431VANGUARD VALUE ETF922908744731$129,1970.08%
432ISHARES S&P 500 VALUE ETF464287408661$129,1730.08%
433GALLAGHER ARTHUR J & CO COM363576109403$129,0080.08%
434CENCORA INC COMCOR430$128,9360.08%
435SPDR GOLD SHARESGLD422$128,6380.08%
436ISHARES MBS ETF4642885881,366$128,2540.08%
437JOHNSON & JOHNSON COMJNJ839$128,1000.08%
438SMURFIT WESTROCK PLC SHSSW2,964$127,8970.08%
439SEMPRA COMSREA1,684$127,5970.08%
440DEERE & CO COMDE249$126,6140.08%
441POOL CORP COMPOOL434$126,5900.08%
442STARBUCKS CORP COMSBUX1,380$126,4490.08%
443COMCAST CORP NEW CL ACCZ3,527$125,8790.08%
444EOG RES INC COMEOG1,050$125,6310.08%
445MCDONALDS CORP COMMCD429$125,3410.08%
446ALPHABET INC CAP STK CL CGOOG704$124,8830.08%
447ASTRAZENECA PLC SPONSORED ADRAZN1,779$124,3170.08%
448WALMART INC COMWMT1,268$123,9850.08%
449HENRY JACK & ASSOC INC COM426281101686$123,6570.08%
450ALPHABET INC CAP STK CL CGOOG695$123,2860.08%
451VANGUARD GROWTH ETF922908736281$123,1900.08%
452CATERPILLAR INC COMCAT315$122,2860.08%
453BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A251$121,9280.08%
454CISCO SYS INC COMCSCO1,744$121,0050.08%
455MCKESSON CORP COMMCK165$120,9090.08%
456MASTERCARD INCORPORATED CL AMA214$120,2630.08%
457ELI LILLY & CO COMLLY154$120,0480.08%
458BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A246$119,6630.08%
459INTERNATIONAL BUSINESS MACHS COMINTR406$119,5820.08%
460MERCK & CO INC COMMRK1,503$119,0000.08%
461T-MOBILE US INC COMTMUSZ497$118,4150.07%
462JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF46641Q3731,754$118,3950.07%
463TE CONNECTIVITY PLC ORD SHSTEL700$118,0690.07%
464ACCENTURE PLC IRELAND SHS CLASS AACN395$118,0620.07%
465JOHNSON & JOHNSON COMJNJ767$117,1590.07%
466PNC FINL SVCS GROUP INC COM693475105624$116,3260.07%
467VISTRA CORP COMVST600$116,2860.07%
468TESLA INC COMTSLA366$116,2640.07%
469TJX COS INC NEW COM872540109939$115,9570.07%
470AMAZON COM INC COMAMZN528$115,8380.07%
471BOOKING HOLDINGS INC COMBKNG20$115,7850.07%
472ORACLE CORP COMORCL-PD529$115,6550.07%
473LOWES COS INC COM548661107516$114,4850.07%
474ABBVIE INC COMABBV611$113,4140.07%
475PACCAR INC COMPCAR1,189$113,0260.07%
476ABBOTT LABS COMABLZF830$112,8880.07%
477COCA COLA CO COMKO1,594$112,7870.07%
478EXXON MOBIL CORP COMXOM1,036$111,6810.07%
479SAP SE SPON ADRSAPGF366$111,3010.07%
480CATERPILLAR INC COMCAT285$110,6400.07%
481HERSHEY CO COMHSY659$109,3610.07%
482HOME DEPOT INC COMHD298$109,2590.07%
483WALMART INC COMWMT1,117$109,2200.07%
484BANK AMERICA CORP COM0605051042,293$108,5050.07%
485ALPHABET INC CAP STK CL CGOOG611$108,3850.07%
486MCDONALDS CORP COMMCD369$107,8110.07%
487ABBVIE INC COMABBV579$107,4740.07%
488CHUBB LIMITED COMCB370$107,1960.07%
489MONDELEZ INTL INC CL A6092071051,577$106,3530.07%
490PROCTER AND GAMBLE CO COM742718109667$106,2660.07%
491AMERICAN EXPRESS CO COMAXP333$106,2200.07%
492FORTINET INC COMFTNT1,003$105,9850.07%
493LIBERTY MEDIA CORP DEL COM LBTY ONE S CFWONB1,014$105,9630.07%
494ORACLE CORP COMORCL-PD484$105,8410.07%
495CACI INTL INC CL A127190304222$105,8280.07%
496LABCORP HOLDINGS INC COM SHSLH402$105,5290.07%
497QUALCOMM INC COMQCOM661$105,2720.07%
498MORGAN STANLEY COM NEWMS-PQ743$104,6590.07%
499ASML HOLDING N V N Y REGISTRY SHSASMLF130$104,1810.07%
500DEERE & CO COMDE204$103,7320.07%