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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

Rise Advisors, LLC

Quarter ended Q4 2024 · Filed January 7, 2025 · Accession 0001831316-25-000001

Total Value
$207.90B
Positions
1,119
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD VALUE ETF922908744173,019$29.3M14.74%
2VANGUARD GROWTH ETF92290873669,909$28.7M14.44%
3DIMENSIONAL CORE FIXED INCOME ETF25434V872583,897$24.1M12.12%
4JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF47103U852292,300$12.9M6.50%
5JANUS HENDERSON SHORT DURATION INCOME ETF47103U886197,995$9.7M4.87%
6DIMENSIONAL U.S. TARGETED VALUE ETF25434V609158,034$8.8M4.43%
7FINANCIAL SELECT SECTOR SPDR FUND81369Y605108,900$5.3M2.65%
8INDUSTRIAL SELECT SECTOR SPDR FUND81369Y70436,367$4.8M2.41%
9WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDWT122,855$3.7M1.88%
10PAYPAL HLDGS INC COMPYPL39,725$3.4M1.71%
11NVIDIA CORPORATION COMNVDA22,537$3.0M1.52%
12MICROSOFT CORP COMMSFT5,186$2.2M1.10%
13AMAZON COM INC COMAMZN9,536$2.1M1.05%
14BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A3,878$1.8M0.88%
15JPMORGAN ULTRA-SHORT INCOME ETF46641Q83731,717$1.6M0.80%
16ALPHABET INC CAP STK CL CGOOG8,124$1.5M0.78%
17DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V70832,480$1.1M0.57%
18INVESCO QQQ TRUST SERIES IIVZ2,141$1.1M0.55%
19EXXON MOBIL CORP COMXOM10,156$1.1M0.55%
20TOMPKINS FINL CORP COM89011010915,804$1.1M0.54%
21APPLE INC COMAAPL4,254$1.1M0.54%
22TESLA INC COMTSLA2,598$1.0M0.53%
23JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF47103U84520,174$1.0M0.51%
24META PLATFORMS INC CL AMETA1,364$798,5480.40%
25JPMORGAN CHASE & CO. COMVYLD3,256$780,3940.39%
26SPDR S&P 500 ETF TRUSTSPY1,290$755,7540.38%
27PAYCHEX INC COMPAYX4,903$687,4600.35%
28COSTCO WHSL CORP NEW COM22160K105742$680,2440.34%
29ISHARES FLOATING RATE BOND ETF46429B65512,669$644,6020.32%
30FIDELITY TOTAL BOND ETF31618830913,982$627,3860.32%
31CISCO SYS INC COMCSCO9,911$586,7470.30%
32ISHARES CORE S&P MID-CAP ETF4642875079,057$564,3500.28%
33DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF25434V88022,561$560,8720.28%
34EATON CORP PLC SHSETN1,668$553,4290.28%
35BROADCOM INC COMAVGO2,335$541,2300.27%
36BANK AMERICA CORP COM06050510412,232$537,6150.27%
37MCDONALDS CORP COMMCD1,829$530,2500.27%
38CATERPILLAR INC COMCAT1,435$520,6920.26%
39MASTERCARD INCORPORATED CL AMA974$512,9820.26%
40ELI LILLY & CO COMLLY660$509,8890.26%
41BOEING CO COMBA-PA2,834$501,6180.25%
42BLACKSTONE INC COMBX2,814$485,2140.24%
43CHIPOTLE MEXICAN GRILL INC COMCMG7,868$474,4400.24%
44SOUTHERN CO COMSOMN5,730$471,7270.24%
45VANGUARD DIVIDEND APPRECIATION ETF9219088442,354$460,9900.23%
46MERCK & CO INC COMMRK4,608$458,4500.23%
47COCA COLA CO COMKO7,306$454,9020.23%
48JOHNSON & JOHNSON COMJNJ3,098$447,9830.23%
49US BANCORP DEL COM NEWUSB-PS9,147$437,5040.22%
50HOME DEPOT INC COMHD1,094$425,6060.21%
51ISHARES RUSSELL 2000 ETF4642876551,919$423,9780.21%
52GOLDMAN SACHS GROUP INC COMGSCE684$391,6370.20%
53FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF3160928082,105$389,2070.20%
54SPDR S&P MIDCAP 400 ETF TRUSTMDY681$388,0860.20%
55WASTE MGMT INC DEL COM94106L1091,920$387,4330.19%
56INTERNATIONAL BUSINESS MACHS COMINTR1,742$382,8880.19%
57PACKAGING CORP AMER COM6951561091,699$382,5480.19%
58PRUDENTIAL FINL INC COMPUKPF3,115$369,2260.19%
59PUBLIC STORAGE OPER CO COMPSA-PS1,165$348,7950.18%
60WALMART INC COMWMT3,815$344,7220.17%
61ISHARES CORE U.S. AGGREGATE BOND ETF4642872263,340$323,6660.16%
62UNITEDHEALTH GROUP INC COMUNH638$322,9180.16%
63HEALTH CARE SELECT SECTOR SPDR FUND81369Y2092,286$314,5510.16%
64ALLIANT ENERGY CORP COMLNT5,274$311,9340.16%
65VISA INC COM CL AV956$302,2330.15%
66NETFLIX INC COMNFLX337$300,3750.15%
67CONSOLIDATED EDISON INC COMED3,250$290,0340.15%
68VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF9219468103,535$282,7480.14%
69PROCTER AND GAMBLE CO COM7427181091,655$277,5420.14%
70RTX CORPORATION COMRTX2,333$269,9830.14%
71SALESFORCE INC COMCRM794$265,5760.13%
72ZIMMER BIOMET HOLDINGS INC COMZBH2,506$264,6920.13%
73VISTRA CORP COMVST1,855$255,6980.13%
74ORACLE CORP COMORCL-PD1,485$247,5080.12%
75DIMENSIONAL US MARKETWIDE VALUE ETF25434V7245,754$235,4420.12%
76SERVICENOW INC COMNOW221$234,2870.12%
77WELLS FARGO CO NEW COM9497461013,320$233,1790.12%
78ABBVIE INC COMABBV1,288$228,8130.12%
79CHEVRON CORP NEW COMCVX1,577$228,3440.11%
80IDEXX LABS INC COM45168D104543$224,4980.11%
81CHUBB LIMITED COMCB804$222,0870.11%
82MORGAN STANLEY COM NEWMS-PQ1,744$219,2570.11%
83ISHARES SELECT DIVIDEND ETF4642871681,597$209,7330.11%
84DISNEY WALT CO COM2546871061,853$206,3400.10%
85ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F8343,072$203,1690.10%
86LYONDELLBASELL INDUSTRIES N V SHS - A -LYB2,732$202,8990.10%
87CONSTELLATION BRANDS INC CL ASTZ906$200,2310.10%
88ISHARES CORE S&P 500 ETF464287200333$195,9620.10%
89VANGUARD TOTAL STOCK MARKET ETF922908769671$194,4800.10%
90KRAFT HEINZ CO COMKHC6,177$189,7060.10%
91MICRON TECHNOLOGY INC COMMU2,253$189,6180.10%
92INTUITIVE SURGICAL INC COM NEWISRG358$186,8620.09%
93PEPSICO INC COMPEP1,225$186,3200.09%
94ISHARES CORE MSCI EAFE ETF46432F8422,482$174,4200.09%
95VANGUARD MID-CAP ETF922908629658$173,8260.09%
96FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND33738R1182,200$172,6340.09%
97ADOBE INC COMADBE383$170,3120.09%
98LOWES COS INC COM548661107639$157,6080.08%
99AFLAC INC COMAFL1,491$154,2580.08%
100ASTRAZENECA PLC SPONSORED ADRAZN2,316$151,7360.08%
101GENERAL DYNAMICS CORP COMGD576$151,6410.08%
102QUALCOMM INC COMQCOM982$150,9260.08%
103TARGET CORP COMTGT1,112$150,2660.08%
104INTERCONTINENTAL EXCHANGE INC COM45866F104993$147,9830.07%
105UNION PAC CORP COMUNP645$147,1610.07%
106ISHARES S&P SMALL-CAP 600 VALUE ETF4642878791,352$146,8520.07%
107ISHARES MSCI KLD 400 SOCIAL ETF4642885701,324$145,9240.07%
108DOW INC COMDOW3,588$143,9950.07%
109VANGUARD INFORMATION TECHNOLOGY ETF92204A702230$142,9820.07%
110COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH1,849$142,1920.07%
111UNITED PARCEL SERVICE INC CL BUPS1,102$138,9450.07%
112STARBUCKS CORP COMSBUX1,519$138,5680.07%
113INTUIT COMINTU219$137,7600.07%
114SHOPIFY INC CL ASHOP1,294$137,5910.07%
115AMERICAN EXPRESS CO COMAXP462$137,0180.07%
116PALO ALTO NETWORKS INC COMPANW749$136,2880.07%
117INVESCO S&P ULTRA DIVIDEND REVENUE ETFIVZ2,773$133,8050.07%
118GENERAL MTRS CO COM37045V1002,500$133,1980.07%
119AMGEN INC COMAMGN511$133,1140.07%
120AT&T INC COMT-PC5,737$130,6280.07%
121THERMO FISHER SCIENTIFIC INC COMTMO251$130,3520.07%
122ABBOTT LABS COMABLZF1,151$130,1550.07%
123LINDE PLC SHSLIN310$129,7660.07%
124TJX COS INC NEW COM8725401091,072$129,4940.07%
125GE AEROSPACE COM NEW369604301775$129,3200.07%
126GENERATIONS BANCORP NY INC COMGBNY8,063$121,7510.06%
127FIDELITY ENHANCED LARGE CAP VALUE ETF31609A1073,992$121,6500.06%
128ISHARES U.S. REAL ESTATE ETF4642877391,300$120,9680.06%
129FAIR ISAAC CORP COMFICO59$117,4650.06%
130CARRIER GLOBAL CORPORATION COMCARR1,705$116,3830.06%
131PROGRESSIVE CORP COM743315103485$116,1110.06%
132ACCENTURE PLC IRELAND SHS CLASS AACN327$115,0160.06%
133BRISTOL-MYERS SQUIBB CO COMCELG-RI2,025$114,5270.06%
134PNC FINL SVCS GROUP INC COM693475105575$110,8060.06%
135VERIZON COMMUNICATIONS INC COMVZ2,716$108,6020.05%
136LAMAR ADVERTISING CO NEW CL ALAMR886$107,8560.05%
137ADVANCED MICRO DEVICES INC COMAMD865$104,4830.05%
138WP CAREY INC COM92936U1091,885$102,6940.05%
139STRYKER CORPORATION COMSYK278$100,2530.05%
140ISHARES CORE MSCI EMERGING MARKETS ETF46434G1031,889$98,6660.05%
141LULULEMON ATHLETICA INC COMLULU258$98,6620.05%
142DISCOVER FINL SVCS COM254709108563$97,5630.05%
143CROWDSTRIKE HLDGS INC CL ACRWD285$97,5160.05%
144CORNING INC COMGLW2,014$95,7110.05%
145ISHARES U.S. UTILITIES ETF464287697980$94,3270.05%
146COMCAST CORP NEW CL ACCZ2,494$93,5960.05%
147ZOETIS INC CL AZTS574$93,4430.05%
148TEXAS INSTRS INC COM882508104480$90,0540.05%
149FASTENAL CO COMFAST1,249$89,8410.05%
150S&P GLOBAL INC COMSPGI180$89,6500.05%
151UBER TECHNOLOGIES INC COMUBER1,429$86,1970.04%
152ARISTA NETWORKS INC COM SHSANET775$85,6610.04%
153CORE SCIENTIFIC INC NEW COM21874A1066,000$84,3000.04%
154AIR PRODS & CHEMS INC COMAIIR286$83,0700.04%
155ISHARES S&P 500 GROWTH ETF464287309818$83,0380.04%
156CONOCOPHILLIPS COMCOP821$81,4310.04%
157DANAHER CORPORATION COM235851102350$80,3650.04%
158MASTEC INC COMMTZ588$80,0500.04%
159DECKERS OUTDOOR CORP COMDECK392$79,6110.04%
160GODADDY INC CL AGDDY402$79,3430.04%
161FEDEX CORP COMFDX281$79,1480.04%
162ISHARES NATIONAL MUNI BOND ETF464288414741$78,9670.04%
163VANGUARD SMALL CAP VALUE ETF922908611398$78,9260.04%
164HONEYWELL INTL INC COM438516106346$78,1880.04%
165APPLIED MATLS INC COM038222105479$77,8470.04%
166ASML HOLDING N V N Y REGISTRY SHSASMLF110$76,2080.04%
167PPG INDS INC COM693506107631$75,4140.04%
168LOCKHEED MARTIN CORP COMLMT155$75,3480.04%
169KINSALE CAP GROUP INC COM49714P108162$75,3070.04%
170BLACKROCK INC COMBLK73$75,1660.04%
171ALPHABET INC CAP STK CL AGOOG392$74,2720.04%
172EQUITABLE HLDGS INC COMEQH-PC1,560$73,5960.04%
173DEERE & CO COMDE171$72,3510.04%
174VANGUARD TOTAL BOND MARKET ETF9219378351,002$72,0230.04%
175ISHARES ESG AWARE MSCI USA ETF46435G425555$71,5150.04%
176GILEAD SCIENCES INC COMGILD767$70,8840.04%
177NIKE INC CL BNKE932$70,5010.04%
178TRANSDIGM GROUP INC COMTDG56$70,4710.04%
179CITIGROUP INC COM NEWC-PR997$70,1860.04%
180KINDER MORGAN INC DEL COMEP-PC2,543$69,6780.04%
181BAKER HUGHES COMPANY CL ABKR1,696$69,5560.03%
182LITHIA MTRS INC COM536797103192$68,5210.03%
183OTIS WORLDWIDE CORP COMOTIS716$66,3060.03%
184BOSTON SCIENTIFIC CORP COMBSX741$66,1860.03%
185AMPHENOL CORP NEW CL A032095101953$66,1650.03%
186FISERV INC COMFISV317$65,1180.03%
187YUM BRANDS INC COMYUM484$64,9600.03%
188TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS874039100327$64,6720.03%
189TRANE TECHNOLOGIES PLC SHSTT174$64,4430.03%
190PROSHARES ULTRAPRO S&P50074347X864718$63,6420.03%
191GE VERNOVA INC COMGEV192$63,1550.03%
192WILLIAMS SONOMA INC COMWSM340$62,9320.03%
193VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF921946794914$62,0700.03%
194REGENERON PHARMACEUTICALS COMREGN87$61,9730.03%
195VERTEX PHARMACEUTICALS INC COMVRTX153$61,6130.03%
196SCHWAB CHARLES CORP COMSCHW-PJ812$60,1310.03%
197AUTOMATIC DATA PROCESSING INC COMADP205$60,1080.03%
198L3HARRIS TECHNOLOGIES INC COMLHX285$59,8510.03%
199DICKS SPORTING GOODS INC COM253393102261$59,6840.03%
200DEXCOM INC COMDXCM766$59,5720.03%
201ISHARES CORE S&P SMALL CAP ETF464287804513$59,0970.03%
202COMFORT SYS USA INC COM199908104138$58,7140.03%
203VANGUARD TAX-EXEMPT BOND ETF9229077461,136$56,9580.03%
204PURE STORAGE INC CL A74624M102922$56,6380.03%
205SHELL PLC SPON ADSRYDAF893$55,9720.03%
206ANALOG DEVICES INC COMADI262$55,7490.03%
207DRAFTKINGS INC NEW COM CL ADKNG1,498$55,7260.03%
208FIRSTENERGY CORP COMFE1,400$55,6780.03%
209MEDTRONIC PLC SHSMDT695$55,5460.03%
210AXON ENTERPRISE INC COMAXON93$55,2720.03%
211EOG RES INC COMEOG449$55,0850.03%
212MICROSTRATEGY INC CL A NEWSTRK190$55,0280.03%
213SAP SE SPON ADRSAPGF223$54,9070.03%
214GEN DIGITAL INC COMGENVR1,980$54,2080.03%
215MARSH & MCLENNAN COS INC COM571748102255$54,1240.03%
216T-MOBILE US INC COMTMUSZ245$53,9860.03%
217LAM RESEARCH CORP COM NEWLRCX745$53,7970.03%
218ARES MANAGEMENT CORPORATION CL A COM STKARES-PB302$53,4010.03%
219ENERGY TRANSFER L P COM UT LTD PTNET-PI2,719$53,2680.03%
220VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406414$52,8590.03%
221PROLOGIS INC. COMPLDGP498$52,6470.03%
222COSTAR GROUP INC COMCSGP730$52,2610.03%
223EMCOR GROUP INC COMEME114$51,8470.03%
224SUPER MICRO COMPUTER INC COM NEWSMCI1,696$51,6940.03%
225LENNOX INTL INC COM52610710785$51,5040.03%
226NEXTERA ENERGY INC COMNEE-PW712$51,0660.03%
227NOVO-NORDISK A S ADRNONOF592$50,8940.03%
228SPROUTS FMRS MKT INC COM85208M102400$50,8280.03%
229SPDR S&P AEROSPACE & DEFENSE ETF78464A631305$50,6280.03%
230SIMON PPTY GROUP INC NEW COM828806109290$49,9470.03%
231KLA CORP COM NEWKLAC79$49,5610.02%
232ISHARES S&P SMALL-CAP 600 GROWTH ETF464287887366$49,5510.02%
233BURLINGTON STORES INC COMBURL172$49,0300.02%
234UNITED THERAPEUTICS CORP DEL COMUTHR138$48,6920.02%
235CVS HEALTH CORP COMCVS1,084$48,6810.02%
236ISHARES S&P 500 VALUE ETF464287408253$48,3510.02%
237NISOURCE INC COMNI1,306$48,0170.02%
238AMERICAN TOWER CORP NEW COM03027X100259$47,5280.02%
239INTERACTIVE BROKERS GROUP INC COM CL A45841N107266$46,9400.02%
240DUKE ENERGY CORP NEW COM NEWDUKB435$46,8530.02%
241TOYOTA MOTOR CORP ADSTOYOF241$46,8210.02%
2423M CO COMMMM362$46,7780.02%
243EQT CORP COMEQT1,014$46,7660.02%
244NEUROCRINE BIOSCIENCES INC COMNBIX342$46,6830.02%
245ELEVANCE HEALTH INC COMELV126$46,3750.02%
246HSBC HLDGS PLC SPON ADR NEWHBCYF937$46,3530.02%
247EQUINIX INC COMEQIX49$46,2040.02%
248MARRIOTT INTL INC NEW CL A571903202166$46,1680.02%
249DELTA AIR LINES INC DEL COM NEWDAL759$45,9180.02%
250THE CIGNA GROUP COM125523100166$45,7830.02%
251CME GROUP INC COMCME197$45,7750.02%
252ISHARES RUSSELL 1000 VALUE ETF464287598246$45,6110.02%
253METLIFE INC COMMET-PF553$45,2920.02%
254WISDOMTREE CYBERSECURITY FUNDWT1,602$45,2680.02%
255CADENCE DESIGN SYSTEM INC COMCDNS150$45,0690.02%
256CARLISLE COS INC COM142339100122$45,0420.02%
257HILTON WORLDWIDE HLDGS INC COMHLT182$44,9830.02%
258CSX CORP COMCSX1,392$44,9170.02%
259ALPS O'SHARES GLOBAL INTERNET GIANTS ETF00162Q361975$44,8400.02%
260PARKER-HANNIFIN CORP COMPH70$44,3870.02%
261INTEL CORP COMINTC2,203$44,1630.02%
262SHERWIN WILLIAMS CO COMSHW128$43,5480.02%
263MONDELEZ INTL INC CL A609207105729$43,5320.02%
264MARATHON PETE CORP COMMARA311$43,3400.02%
265MOODYS CORP COMMCO92$43,3140.02%
266ENBRIDGE INC COMENNPF1,015$43,0530.02%
267MANHATTAN ASSOCIATES INC COMMANH159$42,9680.02%
268WATSCO INC COMWSO-B90$42,4310.02%
269MCKESSON CORP COMMCK74$42,3280.02%
270PINNACLE WEST CAP CORP COMPNW498$42,2180.02%
271VANGUARD FTSE DEVELOPED MARKETS ETF921943858882$42,1960.02%
272CADENCE BANK COM12740C1031,215$41,8710.02%
273ISHARES MORNINGSTAR SMALL CAP VALUE ETF464288703654$41,4710.02%
274ISHARES S&P MID-CAP 400 GROWTH ETF464287606455$41,3700.02%
275ISHARES RUSSELL MIDCAP ETF464287499468$41,3660.02%
276BELLRING BRANDS INC COMMON STOCKBRBR545$41,0600.02%
277BENCHMARK ELECTRS INC COM08160H101904$41,0580.02%
278IDACORP INC COMIDA374$40,8360.02%
279CONSTELLATION ENERGY CORP COMCEG181$40,5570.02%
280ISHARES 20 YEAR TREASURY BOND ETF464287432464$40,5060.02%
281COHERENT CORP COMCOHR427$40,4500.02%
282LIVE NATION ENTERTAINMENT INC COMLYV312$40,4040.02%
283SYNOPSYS INC COMSNPS83$40,2850.02%
284AON PLC SHS CL AAON112$40,1120.02%
285TE CONNECTIVITY PLC ORD SHSTEL280$40,0540.02%
286ROYAL CARIBBEAN GROUP COMV7780T103173$39,9900.02%
287RELIANCE INC COMRS148$39,8900.02%
288EMERSON ELEC CO COMEMR321$39,7910.02%
289XPO INC COMXPO303$39,7380.02%
290EXELIXIS INC COMEXEL1,189$39,5940.02%
291CAPITAL ONE FINL CORP COM14040H105222$39,5100.02%
292RPM INTL INC COM749685103320$39,3580.02%
293WILLIAMS COS INC COM969457100723$39,1410.02%
294FIRST BANCORP INC ME COMFNLC1,428$39,0660.02%
295COLGATE PALMOLIVE CO COMCL430$39,0530.02%
296BELDEN INC COMBDC347$39,0230.02%
297GENERAL MLS INC COM370334104611$38,9900.02%
298JONES LANG LASALLE INC COMJLL154$38,9840.02%
299OWENS CORNING NEW COMOC227$38,7140.02%
300DEVON ENERGY CORP NEW COM25179M1031,182$38,7010.02%
301CHENIERE ENERGY INC COM NEWLNG180$38,5990.02%
302PROVIDENT FINL SVCS INC COM74386T1052,035$38,3960.02%
303AUTOLIV INC COMALV406$38,0500.02%
304OREILLY AUTOMOTIVE INC COM67103H10732$37,9460.02%
305TEXAS ROADHOUSE INC COMTXRH210$37,8910.02%
306US FOODS HLDG CORP COMUSFD561$37,8450.02%
307NORTHROP GRUMMAN CORP COMNOC80$37,7570.02%
308MOTOROLA SOLUTIONS INC COM NEWMSI82$37,7180.02%
309BP PLC SPONSORED ADRBPPFF1,269$37,5100.02%
310CASEYS GEN STORES INC COM14752810394$37,3890.02%
311WELLTOWER INC COMWELL296$37,3470.02%
312EAST WEST BANCORP INC COMEWBC389$37,2860.02%
313ONEOK INC NEW COMOKE371$37,2290.02%
314SONY GROUP CORP SPONSORED ADRSNEJF1,747$36,9700.02%
315TRUIST FINL CORP COM89832Q109852$36,9650.02%
316NEWMONT CORP COMNEMCL990$36,8430.02%
317AUTODESK INC COMADSK124$36,6510.02%
318FORTINET INC COMFTNT384$36,2800.02%
319BUNGE GLOBAL SA COM SHSBG465$36,1390.02%
320AIRBNB INC COM CL AABNB274$36,0060.02%
321EDWARDS LIFESCIENCES CORP COMEW484$35,8310.02%
322KYNDRYL HLDGS INC COMMON STOCKKD1,029$35,6030.02%
323OLD NATL BANCORP IND COM6800331071,632$35,4160.02%
324ILLINOIS TOOL WKS INC COM452308109139$35,3210.02%
325BECTON DICKINSON & CO COMBDX156$35,2880.02%
326INVESCO S&P 500 REVENUE ETFIVZ359$35,1890.02%
327JEFFERIES FINL GROUP INC COM47233W109448$35,1290.02%
328EASTMAN CHEM CO COMEMN383$35,0050.02%
329ONTO INNOVATION INC COMONTO210$35,0010.02%
330TENET HEALTHCARE CORP COM NEWTHC275$34,7130.02%
331DYNATRACE INC COM NEWDT636$34,5670.02%
332CHART INDS INC COM16115Q308181$34,5420.02%
333GRACO INC COMGGG409$34,4570.02%
334PINNACLE FINL PARTNERS INC COM72346Q104301$34,4350.02%
335TOLL BROTHERS INC COMTOL272$34,3130.02%
336ECOLAB INC COMECL146$34,2150.02%
337FIRST HORIZON CORPORATION COMFHN-PH1,696$34,1500.02%
338ISHARES TIPS BOND ETF464287176320$34,1310.02%
339DOMINION ENERGY INC COMD634$34,1250.02%
340TD SYNNEX CORPORATION COMSNX290$34,0030.02%
341E L F BEAUTY INC COMELF270$33,8990.02%
342DTE ENERGY CO COMDTK280$33,8090.02%
343PLEXUS CORP COMPLXS216$33,8000.02%
344AECOM COMACM316$33,7720.02%
345DT MIDSTREAM INC COMMON STOCKDTM339$33,6930.02%
346HCA HEALTHCARE INC COMHCA112$33,5710.02%
347ISHARES ESG AWARE MSCI EAFE ETF46435G516438$33,3480.02%
348SERVICE CORP INTL COM817565104418$33,3290.02%
349HEALTHEQUITY INC COMHQY345$33,1030.02%
350JANUS HENDERSON SECURITIZED INCOME ETF47103U746638$33,0540.02%
351FLUOR CORP NEW COMFLR670$33,0440.02%
352DIGITAL RLTY TR INC COM253868103185$32,8770.02%
353CIENA CORP COM NEWCIEN386$32,7370.02%
354SCHWAB U.S. LARGE-CAP ETF8085242011,410$32,6780.02%
355HP INC COMHPQ1,000$32,6360.02%
356UNILEVER PLC SPON ADR NEWUNLYF575$32,5820.02%
357PERFORMANCE FOOD GROUP CO COMPFGC385$32,5520.02%
358RENAISSANCERE HLDGS LTD COMRNR-PG131$32,5010.02%
359MACOM TECH SOLUTIONS HLDGS INC COM55405Y100250$32,4780.02%
360REINSURANCE GRP OF AMERICA INC COM NEW759351604152$32,3940.02%
361CURTISS WRIGHT CORP COMCW91$32,3820.02%
362EVERCORE INC CLASS AEVR117$32,3280.02%
363CARVANA CO CL ACVNA158$32,1310.02%
364GALLAGHER ARTHUR J & CO COM363576109113$32,0740.02%
365CINTAS CORP COMCTAS175$32,0480.02%
366AUTOZONE INC COMAZO10$32,0200.02%
367LIGHT & WONDER INC COMLAWIL370$31,9610.02%
368TARGA RES CORP COMTRGP179$31,9120.02%
369WEBSTER FINL CORP COM947890109577$31,8590.02%
370FREEPORT-MCMORAN INC CL BFCX834$31,7500.02%
371NORFOLK SOUTHN CORP COM655844108135$31,7370.02%
372SCHLUMBERGER LTD COM STKSLB825$31,6250.02%
373AMERICAN ELEC PWR CO INC COM025537101343$31,5970.02%
374FIDELITY NATL INFORMATION SVCS COM31620M106391$31,5960.02%
375EXLSERVICE HOLDINGS INC COMEXLS709$31,4650.02%
376SAIA INC COMSAIA69$31,4450.02%
377VANGUARD TOTAL INTERNATIONAL STOCK ETF921909768533$31,4150.02%
378FORTUNE BRANDS INNOVATIONS INC COMFBIN455$31,0690.02%
379CLEAN HARBORS INC COMCLH135$31,0690.02%
380MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS6068221042,645$31,0000.02%
381NETAPP INC COMNTAP265$30,7070.02%
382AVNET INC COMAVT586$30,6800.02%
383UFP INDUSTRIES INC COMUFPI271$30,5260.02%
384JOHNSON CTLS INTL PLC SHSG51502105386$30,4700.02%
385BJS WHSL CLUB HLDGS INC COM05550J101340$30,3790.02%
386WASHINGTON TR BANCORP INC COM940610108967$30,3260.02%
387SEMPRA COMSREA344$30,2000.02%
388SIMPSON MFG INC COM829073105182$30,1570.02%
389SYNOVUS FINL CORP COM NEW87161C501587$30,0760.02%
390ANNALY CAPITAL MANAGEMENT INC COM NEWNLY-PJ1,640$30,0120.02%
391FLOOR & DECOR HLDGS INC CL AFND301$30,0100.02%
392HEALTHCARE RLTY TR CL A COM42226K1051,770$30,0100.02%
393COMMVAULT SYS INC COMCVLT198$29,8800.02%
394NXP SEMICONDUCTORS N V COMNXPI143$29,8150.02%
395ITT INC COMITT207$29,5610.01%
396AMCOR PLC ORDAMCCF3,133$29,4810.01%
397NVENT ELECTRIC PLC SHSNVT433$29,4800.01%
398ALLSTATE CORP COMALL-PJ152$29,3860.01%
399LITTELFUSE INC COMLFUS124$29,2710.01%
400ARAMARK COMARMK784$29,2650.01%
401HALOZYME THERAPEUTICS INC COMHALO611$29,2120.01%
402UNUM GROUP COMUNMA399$29,1430.01%
403NEXPOINT RESIDENTIAL TR INC COMNXRT697$29,0990.01%
404HEWLETT PACKARD ENTERPRISE CO COMHPE-PC1,362$29,0730.01%
405COCA COLA CONS INC COMCOKE23$29,0650.01%
406MSCI INC COMMSCI48$29,0450.01%
407ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646562$29,0380.01%
408ALLY FINL INC COM02005N100805$29,0020.01%
409ADVANCED ENERGY INDS COM007973100251$28,9890.01%
410PHILLIPS 66 COMPSX254$28,9550.01%
411COMMUNITY FINANCIAL SYSTEM INC COMCBU469$28,9100.01%
412TETRA TECH INC NEW COMTTEK724$28,8400.01%
413EQUITY LIFESTYLE PPTYS INC COM29472R108432$28,7970.01%
414CROWN HLDGS INC COMCCK348$28,7870.01%
415REGAL REXNORD CORPORATION COMRRX185$28,7360.01%
416ANTERO RESOURCES CORP COMAR819$28,7060.01%
417STIFEL FINL CORP COM860630102270$28,6630.01%
418OLD DOMINION FREIGHT LINE INC COMODFL162$28,6580.01%
419MATADOR RES CO COMMTDR509$28,6490.01%
420FTAI AVIATION LTD SHSFTAIN198$28,5880.01%
421HANCOCK WHITNEY CORPORATION COMHWCPZ521$28,4950.01%
422EXPAND ENERGY CORPORATION COMEXE286$28,4710.01%
423CHARTER COMMUNICATIONS INC NEW CL A16119P10883$28,4500.01%
424COPART INC COMCPRT495$28,4080.01%
425AGILENT TECHNOLOGIES INC COMA211$28,3810.01%
426UNITED RENTALS INC COMURI40$28,3540.01%
427DARDEN RESTAURANTS INC COMDRI152$28,3480.01%
428ARROW ELECTRS INC COM042735100250$28,2800.01%
429ROSS STORES INC COMROST187$28,2570.01%
430UMB FINL CORP COM902788108250$28,2420.01%
431MURPHY USA INC COMMUSA56$28,2050.01%
432CULLEN FROST BANKERS INC COMCFR-PB210$28,1870.01%
433PRIMO BRANDS CORPORATION CLASS A COM SHSPRMB915$28,1470.01%
434WESCO INTL INC COM95082P105154$27,9580.01%
435BLACK HILLS CORP COMBKH477$27,9150.01%
436SANMINA CORPORATION COMSANM368$27,8470.01%
437NOVANTA INC COMNOVTU182$27,8040.01%
438CNX RES CORP COMCNX758$27,7960.01%
439LANTHEUS HLDGS INC COMLNTH309$27,6430.01%
440MIZUHO FINANCIAL GROUP INC SPONSORED ADRMZHOF5,627$27,5180.01%
441APTARGROUP INC COMATR174$27,4090.01%
442AMERICAN INTL GROUP INC COM NEW026874784376$27,3560.01%
443OGE ENERGY CORP COMOGE663$27,3380.01%
444ISHARES U.S. HEALTHCARE ETF464287762467$27,2240.01%
445NEW YORK TIMES CO CL ANYT522$27,1740.01%
446ENTERPRISE FINL SVCS CORP COM293712105481$27,1300.01%
447TEMPUR SEALY INTL INC COMSGI477$27,0210.01%
448CBRE GROUP INC CL ACBRE205$26,9140.01%
449VORNADO RLTY TR SH BEN INT929042109640$26,9010.01%
450QUANTA SVCS INC COM74762E10285$26,8900.01%
451FIRST FINL BANKSHARES INC COM32020R109745$26,8670.01%
452PACCAR INC COMPCAR258$26,8260.01%
453INGREDION INC COMINGR195$26,7870.01%
454PERMIAN RESOURCES CORP CLASS A COMPR1,860$26,7460.01%
455NEW JERSEY RES CORP COMNJR572$26,7040.01%
456SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR86562M2091,841$26,6790.01%
457HOULIHAN LOKEY INC CL AHLI153$26,6380.01%
458ERIE INDTY CO CL A29530P10265$26,6300.01%
459VANGUARD TOTAL INTERNATIONAL BOND ETF92203J407541$26,5310.01%
460HEALTHPEAK PROPERTIES INC COMDOC1,307$26,4990.01%
461TOPBUILD CORP COMBLD85$26,4640.01%
462ARGENX SE SPONSORED ADRARGX43$26,4450.01%
463CHAMPIONX CORPORATION COM15872M104972$26,4410.01%
464EXPONENT INC COMEXPO297$26,4220.01%
465TXNM ENERGY INC COMTXNM536$26,3530.01%
466COMMERCE BANCSHARES INC COMCBSH422$26,3230.01%
467BWX TECHNOLOGIES INC COMBWXT236$26,3120.01%
468ENCOMPASS HEALTH CORP COMEHC285$26,2750.01%
469CUMMINS INC COMCMI75$26,2620.01%
470ALCOA CORP COMAA695$26,2480.01%
471LINCOLN ELEC HLDGS INC COM533900106139$26,1350.01%
472WOODWARD INC COMWWD157$26,1210.01%
473CORTEVA INC COMCTVA458$26,1110.01%
474PG&E CORP COMPCG-PX1,293$26,0950.01%
475OMEGA HEALTHCARE INVS INC COM681936100689$26,0880.01%
476BHP GROUP LTD SPONSORED ADSBHPLF534$26,0770.01%
477TAYLOR MORRISON HOME CORP COMTMHC426$26,0750.01%
478GATX CORP COMGATX168$26,0010.01%
479BRT APARTMENTS CORP COMBRT1,438$25,9300.01%
480COGNEX CORP COMCGNX722$25,9020.01%
481ARCADIUM LITHIUM PLC COM SHSG0508H1105,043$25,8710.01%
482KEYSIGHT TECHNOLOGIES INC COMKEYS161$25,8610.01%
483FOX CORP CL A COMFOX532$25,8400.01%
484VANGUARD ESG U.S. STOCK ETF921910733246$25,7730.01%
485KNOWLES CORP COMKN1,292$25,7500.01%
486JAZZ PHARMACEUTICALS PLC SHS USDJAZZ209$25,7380.01%
487MORNINGSTAR INC COMMORN76$25,6930.01%
488PORTLAND GEN ELEC CO COM NEW736508847586$25,5680.01%
489OSHKOSH CORP COMOSK269$25,5410.01%
490TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADSTKPHF1,927$25,5140.01%
491GRAINGER W W INC COM38480210424$25,5120.01%
492ONE LIBERTY PPTYS INC COM682406103934$25,4490.01%
493WINTRUST FINL CORP COM97650W108204$25,4450.01%
494BANK NEW YORK MELLON CORP COM064058100331$25,4140.01%
495CUBESMART COMCUBE593$25,4080.01%
496PAYLOCITY HLDG CORP COMPCTY127$25,3330.01%
497ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158240$25,2930.01%
498GAMING & LEISURE PPTYS INC COM36467J108525$25,2730.01%
499RBC BEARINGS INC COMRBC84$25,1280.01%
500KNIFE RIVER CORP COMMON STOCKKNF247$25,1050.01%