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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

WHITTIER TRUST CO OF NEVADA INC

Quarter ended Q4 2024 · Filed February 11, 2025 · Accession 0001839882-25-008236

Total Value
$4.07B
Positions
1,681
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE COMPUTER INC COMAAPL1,001,797$250.9M6.29%
2MICROSOFT CORP COMMSFT558,704$235.5M5.91%
3NVIDIA CORP COMNVDA1,476,273$198.2M4.97%
4SPDR TR S&P 500SPY227,297$133.2M3.34%
5AMAZON COM INC COMAMZN535,676$117.5M2.95%
6ALPHABET INC CL CGOOG605,532$115.3M2.89%
7ISHARES S&P 500 INDEX464287200154,763$91.1M2.28%
8BROADCOM INCAVGO293,226$68.0M1.70%
9JP MORGAN CHASE & CO COMVYLD282,953$67.8M1.70%
10VISA INC COM CL AV212,145$67.0M1.68%
11ISHARES S&P MIDCAP 400 INDEX464287507946,591$59.0M1.48%
12VANGUARD EMERGING MARKET EQUITY ETF9220428581,135,461$50.0M1.25%
13ISHARES INC CORE MSCI EMKT46434G103943,452$49.3M1.24%
14BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A99,895$45.3M1.14%
15META PLATFORMS INC CL AMETA75,263$44.1M1.11%
16VANGUARD FTSE DEVELOPED MARKETS921943858911,355$43.6M1.09%
17SERVICENOW INC COMNOW31,464$33.4M0.84%
18ISHARES TR CORE MSCI EAFE46432F842470,501$33.1M0.83%
19CHEVRON CORP COMCVX228,133$33.0M0.83%
20EATON CORP PLC SHSETN98,836$32.8M0.82%
21MIDCAP SPDR TR UNIT SER 1MDY54,070$30.8M0.77%
22INVESCO QQQ TR SER 1IVZ57,782$29.5M0.74%
23TJX COS INC872540109240,125$29.0M0.73%
24APPLE COMPUTER INC COMAAPL115,619$29.0M0.73%
25ISHARES TR RUSSELL 100046428762288,537$28.5M0.72%
26ALPHABET INC CL AGOOG147,494$27.9M0.70%
27LILLY ELI & CO COMLLY36,150$27.9M0.70%
28ISHARES RUSSELL 2000 VALUE464287630166,555$27.3M0.69%
29ISHARES RUSSELL 2000 INDEX464287655121,187$26.8M0.67%
30COSTCO WHSL CORP NEW COM22160K10528,581$26.2M0.66%
31HONEYWELL INTL INC COM438516106113,842$25.7M0.64%
32MICROSOFT CORP COMMSFT60,321$25.4M0.64%
33TARGA RES CORP COMTRGP140,250$25.0M0.63%
34ISHARES S&P SMALL CAP 600464287804216,812$25.0M0.63%
35CHIPOTLE MEXICAN GRILL INC COMCMG408,655$24.6M0.62%
36GOLDMAN SACHS GROUP INC COMGSCE42,438$24.3M0.61%
37MERCK & CO INC NEW COMMRK241,112$24.0M0.60%
38VANGUARD INDEX FDS S&P 500 ETF SHS92290836344,117$23.8M0.60%
39VANGUARD INDEX FDS MID CAP ETF92290862984,788$22.4M0.56%
40PROCTER & GAMBLE CO COM742718109131,263$22.0M0.55%
41PHILIP MORRIS INTL INC COM718172109176,226$21.2M0.53%
42BLACKSTONE INC COMBX122,130$21.1M0.53%
43UNITEDHEALTH GROUP INC COMUNH41,201$20.8M0.52%
44RTX CORPORATION COMRTX177,065$20.5M0.51%
45THERMO FISHER SCIENTIFIC INCCOMTMO38,290$19.9M0.50%
46LINDE PLC SHSLIN47,328$19.8M0.50%
47ABBOTT LABS COMABLZF173,415$19.6M0.49%
48ISHARES TR RUSSELL 300046428768956,490$18.9M0.47%
49ISHARES RUSSELL MIDCAP INDEX464287499207,019$18.3M0.46%
50SALESFORCE COM INC COMCRM54,205$18.1M0.45%
51DISNEY WALT CO COM DISNEY254687106160,912$17.9M0.45%
52VANGUARD INDEX FDS LARGE CAP ETF92290863765,557$17.7M0.44%
53JOHNSON & JOHNSON COMJNJ118,267$17.1M0.43%
54NORFOLK SOUTHERN CORP COM65584410870,578$16.6M0.42%
55ABBVIE INC COMABBV92,593$16.5M0.41%
56BERKSHIRE HATHAWAY INC DEL CL ABRK-A23$15.7M0.39%
57MCDONALDS CORP COMMCD53,878$15.6M0.39%
58UNITED RENTALS INC COMURI22,163$15.6M0.39%
59INTUITIVE SURGICAL INC COM NEWISRG29,851$15.6M0.39%
60VANGUARD INDEX FDS SMALL CP ETF92290875163,080$15.2M0.38%
61SPDR SERIES TRUST S&P BIOTECH78464A870159,121$14.3M0.36%
62PNC FINL SVCS GROUP INC COM69347510573,315$14.1M0.35%
63COPART INC COMCPRT243,835$14.0M0.35%
64DANAHER CORP DEL COM23585110258,662$13.5M0.34%
65MOTOROLA SOLUTIONS INC COM NEWMSI28,388$13.1M0.33%
66HOME DEPOT INC COMHD33,615$13.1M0.33%
67MARSH & MCLENNAN COS INC COM57174810261,525$13.1M0.33%
68FAIR ISAAC CORP COMFICO6,530$13.0M0.33%
69ELEVANCE HEALTH INCELV35,242$13.0M0.33%
70EOG RES INC COMEOG101,083$12.4M0.31%
71MONOLITHIC PWR SYS INC COM60983910520,750$12.3M0.31%
72CATERPILLAR INC DEL COMCAT33,744$12.2M0.31%
73WAL MART STORES INC COMWMT135,161$12.2M0.31%
74EAST-WEST BANCORP INCEWBC125,647$12.0M0.30%
75S&P GLOBAL INCSPGI23,969$11.9M0.30%
76BERKSHIRE HATHAWAY INC DEL CL ABRK-A17$11.6M0.29%
77SUN CMNTYS INC COM86667410493,330$11.5M0.29%
78PEPSICO INC COMPEP74,969$11.4M0.29%
79TESLA MTRS INC COMTSLA27,193$11.0M0.28%
80VANGUARD DIVIDEND APPRECIATION ETF92190884455,311$10.8M0.27%
81FORTIVE CORP COMFTV143,746$10.8M0.27%
82I SHARES MSCI EAFE IDEX FUND464287465141,824$10.7M0.27%
83DIAMONDS TR UNIT SER 178467X10924,941$10.6M0.27%
84BOSTON PROPERTIES INC COMBXP142,481$10.6M0.27%
85ORACLE CORP COMORCL-PD63,365$10.6M0.26%
86ISHARES RUSSELL 2000 GROWTH46428764836,540$10.5M0.26%
87EXXON MOBIL CORP COMXOM95,025$10.2M0.26%
88SCHWAB STRATEGIC TR US MID-CAP ETF808524508368,349$10.2M0.26%
89AMAZON COM INC COMAMZN46,011$10.1M0.25%
90MONDELEZ INTL INC CL A609207105167,865$10.0M0.25%
91IQVIA HLDGS INC COMIQV50,878$10.0M0.25%
92BUILDERS FIRSTSOURCE INC COMBLDR69,046$9.9M0.25%
93VALERO ENERGY CORP NEW COMVLO77,561$9.5M0.24%
94O REILLY AUTOMOTIVE INC NEW COM67103H1077,968$9.4M0.24%
95AMERICAN EXPRESS CO COMAXP31,722$9.4M0.24%
96INTUIT COMINTU14,861$9.3M0.23%
97CURTISS WRIGHT CORP COMCW25,439$9.0M0.23%
98EAGLE MATERIALS INC26969P10836,493$9.0M0.23%
99RBC BEARINGS INC COMRBC28,754$8.6M0.22%
100OLD DOMINION FGHT LINES INC COMODFL47,461$8.4M0.21%
101BROWN & BROWN INC COMBRO81,288$8.3M0.21%
102CONSTELLATION ENERGY CORP COMCEG35,303$7.9M0.20%
103VERTIV HOLDINGS CO COM CL AVRT69,010$7.8M0.20%
104RLI CORP COMRLI47,156$7.8M0.19%
105KKR & CO INC COMKKRT52,272$7.7M0.19%
106CISCO SYS INC COMCSCO129,279$7.7M0.19%
107SIMPSON MANUFACTURING CO INCCOM82907310544,792$7.4M0.19%
108RADNET INC COMRDNT105,528$7.4M0.18%
109GRACO INC COMGGG87,145$7.3M0.18%
110SCHWAB STRATEGIC TR US SML CAP ETF808524607282,394$7.3M0.18%
111WEST PHARMACEUTICAL SVSC INCCOM95530610522,127$7.2M0.18%
112ALPHABET INC CL CGOOG37,890$7.2M0.18%
113SPDR TR S&P 500SPY12,308$7.2M0.18%
114VANGUARD INTL EQUITY INDEX FALLWRLD EX US922042775125,393$7.2M0.18%
115SHERWIN WILLIAMS CO COMSHW21,137$7.2M0.18%
116AMPHENOL CORP NEW CL A032095101103,404$7.2M0.18%
117BOOT BARN HLDGS INC COMBOOT47,280$7.2M0.18%
118MIDCAP SPDR TR UNIT SER 1MDY12,362$7.0M0.18%
119EQT CORP COMEQT151,662$7.0M0.18%
120TELEDYNE TECHNOLOGIES INC COMTDY14,929$6.9M0.17%
121ENERGY TRANSFER EQUITY L P COM UT LTD PTNET-PI353,240$6.9M0.17%
122NEXTERA ENERGY INC COMNEE-PW95,264$6.8M0.17%
123VERTEX INC CL AVERX125,175$6.7M0.17%
124LOWES COS INC COM54866110727,000$6.7M0.17%
125BLACKROCK INC COMBLK6,309$6.5M0.16%
126COMCAST CORPCCZ169,626$6.4M0.16%
127NOVO-NORDISK A S ADRNONOF73,719$6.3M0.16%
128OLLIES BARGAIN OUTLT HLDGS ICOM68111610955,952$6.1M0.15%
129SIMON PPTY GROUP INC NEW COM82880610935,110$6.0M0.15%
130AXON ENTERPRISE INC COMAXON10,139$6.0M0.15%
131TOPBUILD CORP COMBLD19,336$6.0M0.15%
132HOULIHAN LOKEY INC CL AHLI34,553$6.0M0.15%
133ECOLAB INC COMECL25,496$6.0M0.15%
134DATADOG INC CL A COMDDOG41,437$5.9M0.15%
135INTERNATIONAL BUSINESS MACHSCOMINTR26,899$5.9M0.15%
136CASEYS GEN STORES INC COM14752810314,678$5.8M0.15%
137GE HEALTHCARE TECHNOLOGIES ICOMMON STOCKGEHC73,542$5.7M0.14%
138JP MORGAN CHASE & CO COMVYLD23,610$5.7M0.14%
139CHENIERE ENERGY INC COM NEWLNG26,051$5.6M0.14%
140WD-40 CO COMWDFC22,909$5.6M0.14%
141COCA COLA CO COMKO88,263$5.5M0.14%
142ISHARES TR RUSSELL 100046428762216,976$5.5M0.14%
143ISHARES RUSSEL 1000 VALUE46428759829,073$5.4M0.13%
144TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADR87403910027,191$5.4M0.13%
145FIRST CTZNS BANCSHARES INC NCL A31946M1032,537$5.4M0.13%
146ISHARES MSCI EMERGING MKTS464287234127,572$5.3M0.13%
147PLANET FITNESS INC CL APLNT53,590$5.3M0.13%
148SPDR SER TR S&P DIVID ETF78464A76339,281$5.2M0.13%
149VERIZON COMMUNICATIONS COMVZ127,447$5.1M0.13%
150VANGUARD INTERM CORP92206C87062,812$5.0M0.13%
151LULULEMON ATHLETICA INC COMLULU13,157$5.0M0.13%
152GUIDEWIRE SOFTWARE INC COMGWRE29,512$5.0M0.12%
153NVIDIA CORP COMNVDA36,945$5.0M0.12%
154FACTSET RESH SYS INC COM30307510510,324$5.0M0.12%
155GRAPHIC PACKAGING HLDG CO COMGPK179,258$4.9M0.12%
156AMGEN INC COMAMGN18,520$4.8M0.12%
157UNION PAC CORP COMUNP20,115$4.6M0.12%
158GE AEROSPACE COM NEW36960430127,496$4.6M0.12%
159HYATT HOTELS CORP COM CL AH28,528$4.5M0.11%
160EXXON MOBIL CORP COMXOM41,485$4.5M0.11%
161CULLEN FROST BANKERS INC COMCFR-PB32,860$4.4M0.11%
162BANK OF AMERICA CORPORATION COM060505104100,277$4.4M0.11%
1633M COMMM33,801$4.4M0.11%
164DOLLAR GEN CORP NEW COM25667710556,774$4.3M0.11%
165ISHARES TR S&P 100 ETF46428710114,865$4.3M0.11%
166STARBUCKS CORP COMSBUX47,053$4.3M0.11%
167DEERE & CO COMDE10,118$4.3M0.11%
168MCKESSON CORP COMMCK7,410$4.2M0.11%
169WEBSTER FINL CORP CONN COM94789010976,190$4.2M0.11%
170LPL FINL HLDGS INC COM50212V10012,874$4.2M0.11%
171ARIS WATER SOLUTIONS INC CLASS A COM04041L106174,173$4.2M0.10%
172PURE STORAGE INC CL A74624M10267,677$4.2M0.10%
173BOEING CO COMBA-PA23,133$4.1M0.10%
174INVITATION HOMES INC COMINVH127,464$4.1M0.10%
175HF SINCLAIR CORP COMDINO113,651$4.0M0.10%
176PEPSICO INC COMPEP25,861$3.9M0.10%
177ALPHABET INC CL AGOOG20,184$3.8M0.10%
178TRAVELERS COMPANIES, INC COMTRV15,672$3.8M0.09%
179ALTRIA GROUP INCMO71,667$3.7M0.09%
180ISHARES GOLD TR ISHARES NEWIAU75,556$3.7M0.09%
181NIKE INC CL BNKE49,138$3.7M0.09%
182SUNOCO LP COM U REP LPSUN72,000$3.7M0.09%
183EMERSON ELEC CO COMEMR29,648$3.7M0.09%
184VANGUARD INDEX FDS REIT ETF92290855340,915$3.6M0.09%
185DOMINOS PIZZA INC COMDPZ8,410$3.5M0.09%
186BANCORP INC DEL COMTBBK66,993$3.5M0.09%
187ISHARES S&P NATIONAL MUNIS AMT-FREE46428841433,051$3.5M0.09%
188BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A7,741$3.5M0.09%
189SPDR GOLD TRUST GOLD SHSGLD14,445$3.5M0.09%
190CROWDSTRIKE HLDGS INC CL ACRWD10,185$3.5M0.09%
191BRISTOL MYERS SQUIBB CO COMCELG-RI61,294$3.5M0.09%
192JOHNSON & JOHNSON COMJNJ23,864$3.5M0.09%
193RENAISSANCERE HOLDINGS LTD COMRNR-PG13,673$3.4M0.09%
194VANGUARD INDEX FDS GROWTH ETF9229087368,247$3.4M0.08%
195PROGRESSIVE CORP74331510314,098$3.4M0.08%
196ACCENTURE PLC IRELAND SHS CLASS AACN9,534$3.4M0.08%
197ENBRIDGE INC COMENNPF78,496$3.3M0.08%
198ILLINOIS TOOL WKS INC COM45230810912,859$3.3M0.08%
199TALEN ENERGY CORP COMTLN16,168$3.3M0.08%
200COSTCO WHSL CORP NEW COM22160K1053,553$3.3M0.08%
201GILEAD SCIENCES INC COMGILD34,902$3.2M0.08%
202OTTER TAIL CORP COMOTTR43,630$3.2M0.08%
203MARTIN MARIETTA MATLS INC COM5732841066,058$3.1M0.08%
204WINGSTOP INC COMWING10,985$3.1M0.08%
205NUSHARES ETF TR NUVEEN ESG MIDCPNU65,652$3.1M0.08%
206ISHARES RUSSELL 2000 INDEX46428765514,011$3.1M0.08%
207ISHARES TR INTRM GOV CR ETF46428861229,607$3.1M0.08%
208EMERSON ELEC CO COMEMR24,878$3.1M0.08%
209QUALCOMM INC COMQCOM19,973$3.1M0.08%
210ISHARES INC CORE MSCI EMKT46434G10357,996$3.0M0.08%
211ISHARES RUSSELL 1000 GROWTH4642876147,539$3.0M0.08%
212VANGUARD WHITEHALL FDS INC HIGH DIV YLD92194640623,169$3.0M0.07%
213PROCTER & GAMBLE CO COM74271810917,623$3.0M0.07%
214ISHARES S&P MIDCAP 400 VALUE46428770523,332$2.9M0.07%
215ADOBE SYS INC COMADBE6,551$2.9M0.07%
216CHUBB LTDCB10,535$2.9M0.07%
217HOME DEPOT INC COMHD7,482$2.9M0.07%
218VISA INC COM CL AV9,077$2.9M0.07%
219MOODYS CORP COMMCO6,034$2.9M0.07%
220KINDER MORGAN INC DEL COMEP-PC102,753$2.8M0.07%
221STRYKER CORP COMSYK7,744$2.8M0.07%
222PFIZER INC COMPFE105,082$2.8M0.07%
223AMERICAN ELEC PWR INC COM02553710129,918$2.8M0.07%
224RPM INTL INC COM74968510322,331$2.7M0.07%
225SELECT SECTOR SPDR TR SBI HEALTHCARE81369Y20919,801$2.7M0.07%
226ISHARES S&P MIDCAP 400 INDEX46428750743,700$2.7M0.07%
227ISHARES NON-US STOCKS46428824052,158$2.7M0.07%
228ISHARES TR KLD SOCIAL INDEX46428880221,249$2.6M0.06%
229FORTINET INC COMFTNT25,892$2.4M0.06%
230VANGUARD MUN BD FDS TAX EXEMPT BD92290774648,608$2.4M0.06%
231INTEL CORP COMINTC121,273$2.4M0.06%
232CISCO SYS INC COMCSCO40,647$2.4M0.06%
233CHEVRON CORP COMCVX16,537$2.4M0.06%
234SPS COMM INC COMSPSC13,018$2.4M0.06%
235ASML HOLDING N V N Y REGISTRY SHSASMLF3,443$2.4M0.06%
236CARRIER GLOBAL CORPORATION COMCARR34,810$2.4M0.06%
237AMERICAN WTR WKS CO INC NEW COM03042010319,062$2.4M0.06%
238COLGATE PALMOLIVE CO COMCL26,096$2.4M0.06%
239EATON CORP PLC SHSETN7,128$2.4M0.06%
240MASTERCARD INC CL AMA4,386$2.3M0.06%
241ISHARES RUSSELL MIDCAP VALUE46428747317,825$2.3M0.06%
242AVANTOR INC COMAVTR109,317$2.3M0.06%
243ISHARES S&P 500 INDEX4642872003,898$2.3M0.06%
244PIMCO ETF TR ENHAN SHRT MAT72201R83322,182$2.2M0.06%
245CHECK POINT SOFTWARE TECH LTORDM2246510411,826$2.2M0.06%
246VANGUARD INDEX FDS STK MRK ETF9229087697,443$2.2M0.05%
247VANGUARD INTL EQUITY INDEX FALLWRLD EX US92204277537,299$2.1M0.05%
248ISHARES TR CORE HIGH DV ETF46429B66318,914$2.1M0.05%
249PALO ALTO NETWORKS INC COMPANW11,661$2.1M0.05%
250TEXAS INSTRS INC COM88250810411,295$2.1M0.05%
251SPROTT INC COM NEWSII49,762$2.1M0.05%
252INTUITIVE SURGICAL INC COM NEWISRG3,955$2.1M0.05%
253YUM BRANDS INC COMYUM15,339$2.1M0.05%
254GENERAL MLS INC COM37033410431,681$2.0M0.05%
255SCHWAB STRATEGIC TR US LRG CAP ETF80852420186,144$2.0M0.05%
256NOVARTIS A G SPONSORED ADRNVSEF20,265$2.0M0.05%
257UNITEDHEALTH GROUP INC COMUNH3,887$2.0M0.05%
258GE VERNOVA INCGEV5,967$2.0M0.05%
259INVESCO QQQ TR SER 1IVZ3,766$1.9M0.05%
260NUSHARES ETF TR NUVEEN ESG SMLCPNU45,159$1.9M0.05%
261SCHWAB CHARLES CORP NEW COMSCHW-PJ25,542$1.9M0.05%
262INVESCO EXCHANGE TRADED FD TS&P500 EQL WGTIVZ10,641$1.9M0.05%
263MCKESSON CORP COMMCK3,212$1.8M0.05%
264DESCARTES SYS GROUP INC COM24990610816,093$1.8M0.05%
265PROLOGIS INC COMPLDGP17,249$1.8M0.05%
266SECTOR SPDR TR TECHNOLOGY81369Y8037,831$1.8M0.05%
267AT&T INC COMT-PC79,590$1.8M0.05%
268ISHARES DJ SELECT DIVD INDEX46428716813,557$1.8M0.04%
269ACCENTURE PLC IRELAND SHS CLASS AACN5,054$1.8M0.04%
270AMERICAN EXPRESS CO COMAXP5,948$1.8M0.04%
271AUTOMATIC DATA PROCESSING INCOMADP5,911$1.7M0.04%
272VANGUARD INDEX FDS EXTEND MKT ETF9229086529,083$1.7M0.04%
273GE AEROSPACE COM NEW36960430110,053$1.7M0.04%
274MERCK & CO INC NEW COMMRK16,480$1.6M0.04%
275MONDELEZ INTL INC CL A60920710527,296$1.6M0.04%
276KLA-TENCOR CORP COMKLAC2,568$1.6M0.04%
277LOCKHEED MARTIN CORP COMLMT3,316$1.6M0.04%
278BECTON DICKINSON & CO COMBDX7,034$1.6M0.04%
279INVESCO EXCH TRADED FD TR IISR LN ETFIVZ74,985$1.6M0.04%
280ARISTA NETWORKS INC COM SHSANET14,181$1.6M0.04%
281VEEVA SYS INC CL A COMVEEV7,416$1.6M0.04%
282ADVANCED MICRO DEVICES INC COMAMD12,747$1.5M0.04%
283RTX CORPORATION COMRTX13,271$1.5M0.04%
284LOWES COS INC COM5486611076,169$1.5M0.04%
285ABBOTT LABS COMABLZF13,452$1.5M0.04%
286MCDONALDS CORP COMMCD5,180$1.5M0.04%
287VANGUARD FTSE DEVELOPED MARKETS92194385831,377$1.5M0.04%
288AMERICAN TOWER CORP03027X1008,151$1.5M0.04%
289SYNCHRONY FINANCIAL COMSYF-PB22,585$1.5M0.04%
290ABBVIE INC COMABBV8,126$1.4M0.04%
291BRISTOL MYERS SQUIBB CO COMCELG-RI25,510$1.4M0.04%
292WELLS FARGO & CO NEW COM94974610120,236$1.4M0.04%
293GALLAGHER ARTHUR J & CO COM3635761094,980$1.4M0.04%
294AIR PRODS & CHEMS INC COMAIIR4,861$1.4M0.04%
295ISHARES S&P SMCAP 600 VALUE46428787912,905$1.4M0.04%
296OTIS WORLDWIDE CORP COMOTIS15,091$1.4M0.04%
297MARATHON PETE CORP COMMARA10,000$1.4M0.03%
298UNILEVER PLC SPON ADR NEWUNLYF24,215$1.4M0.03%
299SPDR SER TR BBG CONV SEC ETF78464A35917,600$1.4M0.03%
300TJX COS INC87254010911,315$1.4M0.03%
301VANGUARD WORLD FD ESG US STK ETF92191073313,013$1.4M0.03%
302TRAVELERS COMPANIES, INC COMTRV5,559$1.3M0.03%
303WORLD GOLD TR SPDR GLD MINISGLDW25,500$1.3M0.03%
304MERCADOLIBRE INC COMMELI779$1.3M0.03%
305SHELL PLC SPON ADSRYDAF21,139$1.3M0.03%
306SPDR SERIES TRUST INTR TRM CORP BD78464A37539,781$1.3M0.03%
307ISHARES TR MSCI KLD400 SOC46428857011,592$1.3M0.03%
308CONOCOPHILLIPSCOP12,869$1.3M0.03%
309LAM RESEARCH CORP COM NEWLRCX17,505$1.3M0.03%
310INVESCO EXCHANGE TRADED FD TS&P500 QUALITYIVZ18,749$1.3M0.03%
311AUTOMATIC DATA PROCESSING INCOMADP4,261$1.2M0.03%
312BLACKROCK INC COMBLK1,208$1.2M0.03%
313ISHARES RUSSELL MIDCAP INDEX46428749913,927$1.2M0.03%
314WASTE MGMT INC DEL COM94106L1096,052$1.2M0.03%
315LILLY ELI & CO COMLLY1,578$1.2M0.03%
316CINTAS CORP COMCTAS6,620$1.2M0.03%
317THERMO FISHER SCIENTIFIC INCCOMTMO2,297$1.2M0.03%
318ISHARES RUSSELL 1000 GROWTH4642876142,969$1.2M0.03%
319INTEL CORP COMINTC59,449$1.2M0.03%
320NUSHARES ETF TR NUVEEN ESG INTLNU39,557$1.2M0.03%
321WESTERN MIDSTREAM PARTNERS LCOM UNIT LP INTWES30,500$1.2M0.03%
322PHILIP MORRIS INTL INC COM7181721099,693$1.2M0.03%
323NORTHROP GRUMMAN CORP COMNOC2,469$1.2M0.03%
324VANGUARD WORLD FDS HEALTH CAR ETF92204A5044,554$1.2M0.03%
325FRANKLIN TEMPLETON ETF TR FRANKLIN INDIAFGDL30,466$1.2M0.03%
326BIOGEN IDEC INCBIIB7,546$1.2M0.03%
327VANECK VECTORS MORNINGSTAR WIDE92189F64312,295$1.1M0.03%
328ISHARES TR U.S. ENERGY ETF46428779624,739$1.1M0.03%
329KIMBERLY CLARK CORP COMKMB8,507$1.1M0.03%
330INVESCO EXCHANGE TRADED FD TBUYBACK ACHIEVIVZ9,600$1.1M0.03%
331SELECT SECTOR SPDR TR SBI CONS DISCR81369Y4074,914$1.1M0.03%
332SMUCKER J M CO COM NEW83269640510,000$1.1M0.03%
333DIAGEO P L C SPON ADR NEWDGEAF8,423$1.1M0.03%
334TRANSDIGM GROUP INC COMTDG844$1.1M0.03%
335ISHARES DJ EUR/.PAC DIV46428844838,661$1.1M0.03%
336VANGUARD INDEX FDS MCAP VL IDXVIP9229085126,451$1.0M0.03%
337VANGUARD EMERGING MARKET EQUITY ETF92204285823,650$1.0M0.03%
338DISNEY WALT CO COM DISNEY2546871069,352$1.0M0.03%
339UNIVERSAL HLTH SVCS INC CL B9139031005,704$1.0M0.03%
340META PLATFORMS INC CL AMETA1,738$1.0M0.03%
341TARGET CORP COMTGT7,513$1.0M0.03%
342BLACKROCK ENH CAP & INC FD ICOMBLK50,406$1.0M0.03%
343BROADCOM INCAVGO4,345$1.0M0.03%
344ASTRAZENECA PLC SPONSORED ADRAZN15,355$1.0M0.03%
345ISHARES RUSSELL 2000 VALUE4642876306,091$999,9530.03%
346BLACKSTONE INC COMBX5,796$999,3420.03%
347CME GROUP INC COMCME4,290$996,2410.02%
348NIKE INC CL BNKE12,991$983,0250.02%
349THE CIGNA GROUP COM1255231003,553$981,0800.02%
350ORACLE CORP COMORCL-PD5,866$977,5080.02%
351INVESCO VARIABLE RATE PFDIVZ40,365$976,0160.02%
352VANGUARD INDEX FDS REIT ETF92290855310,854$966,8720.02%
353HONEYWELL INTL INC COM4385161064,244$958,6690.02%
354ISHARES S&P SMALL CAP 6004642878048,219$946,9890.02%
355VERIZON COMMUNICATIONS COMVZ22,964$918,0940.02%
356AIRBNB INC COM CL AABNB6,979$917,0770.02%
357UNITED PARCEL SERVICE INC CL BUPS7,238$912,6860.02%
358WESTERN ASSET INTER MUNI FD COM958435109116,375$900,7340.02%
359AMGEN INC COMAMGN3,433$894,7420.02%
360GOLDMAN SACHS GROUP INC COMGSCE1,540$881,8140.02%
361NORFOLK SOUTHERN CORP COM6558441083,755$881,2940.02%
362MARATHON PETE CORP COMMARA6,286$876,8970.02%
363SPROTT PHYSICAL GOLD TR UNITSII43,532$876,2970.02%
364AES CORP COMAES66,689$858,2560.02%
365CITIGROUP INC COM NEWC-PR12,136$854,1150.02%
366TRANE TECHNOLOGIES PLC SHSTT2,300$849,4760.02%
367ALLSTATE CORP COMALL-PJ4,399$848,0830.02%
368VANGUARD INDEX FDS MID CAP ETF9229086293,200$845,2160.02%
369DANAHER CORP DEL COM2358511023,619$830,7360.02%
370BOEING CO COMBA-PA4,688$829,7760.02%
371GE VERNOVA INCGEV2,513$826,5720.02%
372MICROCHIP TECHNOLOGY INC COMMCHPP14,330$821,6790.02%
373VANGUARD SHRT-TERM CORP92206C40910,482$817,6970.02%
374HERSHEY CO COMHSY4,827$817,4500.02%
375WISDOMTREE TR US TOTAL DIVIDNDWT10,707$812,2320.02%
376ISHARES SILVER TRUST ISHARESSLV30,846$811,8650.02%
377HESS CORP COMHESM5,936$789,5400.02%
378NETFLIX INC COMNFLX880$784,3540.02%
379SAP AKTIENGESELLSCHAFT SPONSORED ADRSAPGF3,153$776,2880.02%
380APPLIED MATLS INC COM0382221054,672$759,7810.02%
381FERRARI N V COMRACE1,787$759,1590.02%
382SPDR SERIES TRUST BARC CAPTL ETF78464A47425,320$756,0510.02%
383MCCORMICK & CO INC COM NON VTGMKC-V9,906$755,2200.02%
384HUBBELL INC COMHUBB1,793$751,0670.02%
385MEDTRONIC PLC SHSMDT9,402$751,0250.02%
386ISHARES S&P 500/BARRA VALUE4642874083,873$739,2780.02%
387UNION PAC CORP COMUNP3,141$716,2680.02%
388HILTON WORLDWIDE HLDGS INC COMHLT2,895$715,5260.02%
389BP AMOCO P L C SPONSORED ADRBPPFF24,155$713,7710.02%
390EQUINIX INC COMEQIX735$693,0190.02%
391SECTOR SPDR TR TECHNOLOGY81369Y8032,943$684,3050.02%
392AMETEK INC NEW COMAME3,784$682,1010.02%
393CANADIAN NATL RY CO COM1363751026,639$673,9230.02%
394SPDR SER TR S&P DIVID ETF78464A7635,100$673,7090.02%
395WABTEC COM9297401083,515$666,4030.02%
396COCA COLA CO COMKO10,583$658,8950.02%
397ISHARES S&P MIDCAP400 GROWTH4642876067,164$651,4200.02%
398CADENCE DESIGN SYSTEMS INCCDNS2,168$651,3550.02%
399PAYCHEX INC COMPAYX4,588$643,3190.02%
400AON PLC SHS CL AAON1,784$640,7210.02%
401ISHR S&P U.S. PFD STK46428868720,261$636,7960.02%
402TARGET CORP COMTGT4,692$634,2580.02%
403J P MORGAN EXCHANGE TRADED FBETABUILDRS US46641Q3995,963$631,6000.02%
404ISHARES MSCI EMERGING MKTS46428723415,060$629,6560.02%
405ECOLAB INC COMECL2,652$621,4120.02%
406BANK NEW YORK MELLON CORP COM0640581008,067$619,7850.02%
407AMERICAN WTR WKS CO INC NEW COM0304201034,956$616,9710.02%
408COMCAST CORPCCZ16,375$614,3860.02%
409NXP SEMICONDUCTORS N V COMNXPI2,938$610,6600.02%
410PACCAR INC COMPCAR5,867$610,2840.02%
411DUPONT DE NEMOURS INC COMDD7,917$603,6670.02%
412WAL MART STORES INC COMWMT6,675$603,0820.02%
413AFLAC INC COMAFL5,741$593,8460.01%
414INTERCONTINENTAL EXCHANGE INCOM45866F1043,957$589,6290.01%
415ISHARES TR CORE S&P TTL STK4642871504,549$585,0880.01%
416VANGUARD BD INDEX FD INC SHORT TRM BOND9219378277,549$583,3070.01%
417SEMPRA ENERGY COMSREA6,636$582,1020.01%
418ELEVANCE HEALTH INCELV1,564$576,9380.01%
419ISHARES NON-US STOCKS46428824010,999$573,5970.01%
420SYNCHRONY FINANCIAL COMSYF-PB8,731$567,5150.01%
421FISERV INC COMFISV2,762$567,3650.01%
422GOLDMAN SACHS ETF TR ACTIVEBETA EMENVGLF17,743$566,1700.01%
423VANGUARD INDEX FDS MCAP GR IDXVIP9229085382,202$558,7560.01%
424PHILLIPS 66 COMPSX4,848$552,3270.01%
425NU HLDGS LTD ORD SHS CL ANU53,200$551,1420.01%
426SERVICENOW INC COMNOW518$549,1330.01%
427PARKER HANNIFIN CORP COMPH841$534,8870.01%
428ISHARES US CONSUMER4642875805,520$530,6910.01%
429FEDEX CORP COMFDX1,878$528,3170.01%
430I SHARES MSCI EAFE IDEX FUND4642874656,946$525,1860.01%
431LYONDELLBASELL INDUSTRIES N SHS - A -LYB7,030$522,1170.01%
432ISHARES MSCI EAFE VALUE INDX4642888779,938$521,4450.01%
433PAMPA ENERGIA S A SPONS ADR LVL I6976602075,915$520,1560.01%
434SELECT SECTOR SPDR TR COMMUNICATION81369Y8525,291$512,2200.01%
435WISDOMTREE TR US LARGECAP DIVDWT6,580$511,8570.01%
436WELLTOWER INC COMWELL3,979$501,4660.01%
437ISHARES S&P SMCAP 600 GROWTH4642878873,702$501,1380.01%
438CANADIAN NAT RES LTD COM13638510116,208$500,1620.01%
439CORTEVA INC COMCTVA8,744$497,9670.01%
440VERALTO CORPVLTO4,887$497,7190.01%
441TE CONNECTIVITY PLC ORD SHSTEL3,471$496,2400.01%
442CVS CORP COMCVS11,016$494,3810.01%
443PFIZER INC COMPFE18,538$491,6270.01%
444CORTEVA INC COMCTVA8,616$490,6480.01%
445REINSURANCE GRP OF AMERICA ICOM NEW7593516042,286$488,3560.01%
446VERISK ANALYTICS INC COMVRSK1,764$485,8280.01%
447ISHARES TR MSCI USA MIN VOL46429B6975,326$472,8940.01%
448T ROWE PRICE GROUP INCTROW4,164$470,9010.01%
449ISHARES TR CORE MSCI EAFE46432F8426,686$469,8890.01%
450SELECT SECTOR SPDR TR FINANCIALS81369Y6059,719$469,7160.01%
451WELLS FARGO & CO NEW COM9497461016,649$467,0250.01%
452TRIP COM GROUP LTD ADSTRPCF6,744$462,9670.01%
453US BANCORP DEL COM NEWUSB-PS9,648$461,3640.01%
454ISHARES TR LEHMAN AGGREGATE BONDS4642872264,736$458,9140.01%
455PRUDENTIAL FINANCIAL INCPUKPF3,857$457,1630.01%
456JEFFERIES FINL GROUP INC COM47233W1095,824$456,6000.01%
457HERITAGE COMM CORP COMHTBK48,591$455,7830.01%
458L3HARRIS TECHNOLOGIES INC COMLHX2,163$454,8300.01%
459CATERPILLAR INC DEL COMCAT1,252$454,1740.01%
460ANALOG DEVICES INC COMADI2,134$453,3830.01%
461ISHARES MIN VOL GBL ETF4642865254,150$453,1800.01%
462DUKE ENERGY CORP NEW COM NEWDUKB4,161$448,3030.01%
463ISHR US HEALTHCARE4642877627,625$444,3070.01%
464AT&T INC COMT-PC19,450$442,8750.01%
465GENERAL DYNAMICS CORP COMGD1,648$434,2130.01%
466INVESTORS TITLE CO COMITIC1,815$429,7190.01%
467GENUINE PARTS CO COMGPC3,671$428,6080.01%
468ISHARES NATIONAL 0-5 YR MUNIS4642881584,049$427,0830.01%
469INTUIT COMINTU678$426,1220.01%
470WISDOMTREE TR FLOATNG RAT TREAWT8,415$423,3580.01%
471COINBASE GLOBAL INC COM CL ACOIN1,692$420,1190.01%
472ALLSTATE CORP COMALL-PJ2,157$415,8450.01%
473TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADR8740391002,100$414,7290.01%
474VANGUARD INDEX FDS SM CP VAL ETF9229086112,084$413,0040.01%
475COLGATE PALMOLIVE CO COMCL4,537$412,4130.01%
476PAYPAL HLDGS INC COMPYPL4,832$412,4000.01%
477M & T BK CORP COM55261F1042,178$409,4810.01%
478METLIFE INC.MET-PF5,000$409,4000.01%
479CARRIER GLOBAL CORPORATION COMCARR5,990$408,8760.01%
480S&P GLOBAL INCSPGI819$407,8760.01%
481SPOTIFY TECHNOLOGY S A SHSSPOT909$406,6520.01%
482MITSUBISHI UFJ FINL GROUP INSPONSORED ADR60682210434,695$406,6120.01%
483GENESIS ENERGY L P UNIT LTD PARTNGEL40,000$404,4000.01%
484ISHARES RUSSELL 3000 VALUE4642876634,300$398,1360.01%
485APTIV PLC COM SHSAPTV6,556$396,4220.01%
486SELECT SECTOR SPDR TR SBI INT-INDS81369Y7043,005$395,9350.01%
487ISHARES RUSSEL MIDCAP GROWTH4642874813,106$393,6850.01%
488DOW INC COMDOW9,710$389,6340.01%
489CHIPOTLE MEXICAN GRILL INC COMCMG6,450$388,8690.01%
490PROSHARES TR S&P 500 DV ARIST74348A4673,903$388,5430.01%
491BAXTER INTL INC COM07181310913,318$388,2160.01%
492AFLAC INC COMAFL3,748$387,6930.01%
493T-MOBILE US INC COMTMUSZ1,752$386,7020.01%
494ISHARES S&P 500/BARRA GROWTH4642873093,804$386,2200.01%
495ISHARES GOLD TR ISHARES NEWIAU7,800$386,1000.01%
496INVESCO WATER RESOURCES ETFIVZ5,850$384,8710.01%
497REINSURANCE GRP OF AMERICA ICOM NEW7593516041,800$384,5340.01%
498ISHARES SHORT-TERM CORPORATEBOND ETF4642886467,435$384,3870.01%
499AUTODESK INC COMADSK1,280$378,3230.01%
500WELLS FARGO CO NEW PERP PFD CNV A949746804315$376,2010.01%