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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

SITTNER & NELSON, LLC

Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0001846138-25-000002

Total Value
$234.4M
Positions
499
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (499)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC COMAAPL169,585$37.7M16.07%
2BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A58,927$31.4M13.39%
3MICROSOFT CORP COMMSFT20,921$7.9M3.35%
4BERKSHIRE HATHAWAY INC DEL CL ABRK-A8$6.4M2.73%
5PIMCO ETF TR ENHANCED SHORT MAT ACTIVE ETF72201R83357,700$5.8M2.48%
6CAPITAL GROUP DIVID VALUE ETF SHS14020W106151,936$5.4M2.31%
7NVIDIA CORP COMNVDA45,747$5.0M2.12%
8STARBUCKS CORP COMSBUX47,843$4.7M2.00%
9CHEVRON CORP NEW COMCVX27,659$4.6M1.97%
10STRYKER CORP COMMONSYK11,723$4.4M1.86%
11COSTCO WHOLESALE CORP NEW COM22160K1054,363$4.1M1.76%
12ALPHABET INC CAP STK CL CGOOG22,856$3.6M1.52%
13JPMORGAN CHASE & CO COMVYLD13,906$3.4M1.46%
14AMAZON COM INC COMAMZN16,652$3.2M1.35%
15ALPHABET INC CL AGOOG20,171$3.1M1.33%
16SPDR S&P 500 ETF TR TR UNITSPY5,369$3.0M1.28%
17FASTENAL CO COMFAST35,194$2.7M1.16%
18GREENBRIER COS INC COM39365710150,456$2.6M1.10%
19CAPITAL GROUP CORE EQUITY ETF SHS14020V10876,918$2.6M1.10%
20AMGEN INC COMAMGN7,429$2.3M0.99%
21JOHNSON & JOHNSON COMJNJ13,839$2.3M0.98%
22AEROVIRONMENT INC COMAVAV17,338$2.1M0.88%
23CAPITAL GROUP INTL FOCUS EQUITY ETF SHS14019W10976,691$1.9M0.80%
24LINDE PLC NEW SHS ISIN#IE000S9YS762LIN4,021$1.9M0.80%
25EDWARDS LIFESCIENCES CORP COMEW25,145$1.8M0.78%
26NIKE INC CL BNKE28,351$1.8M0.77%
27WEYERHAEUSER CO COMWY60,366$1.8M0.75%
28T ROWE PRICE EXCHANGE-TRADED FDS INC SMALL-MID CAP ETF87283Q82655,529$1.7M0.72%
29EMERSON ELEC CO COMEMR14,973$1.6M0.70%
30PROCTER & GAMBLE CO COM7427181099,533$1.6M0.69%
31EXXON MOBIL CORP COMXOM13,445$1.6M0.68%
32TIMKEN CO COMTKR21,645$1.6M0.66%
33TRIMBLE INC COMTRMB20,475$1.3M0.57%
34TESLA INC COMTSLA4,729$1.2M0.52%
35META PLATFORMS INC CL AMETA2,080$1.2M0.51%
36PFIZER INC COMPFE45,857$1.2M0.50%
37VANGUARD INDEX FDS S&P 500 ETF SHS NEW9229083632,244$1.2M0.49%
38HARBOR ETF TR HARBOR LONG-TERM GROWERS ETF41151J40644,695$1.1M0.47%
39VANGUARD ADMIRAL FDS INC S&P MIDCAP 400 INDEX FD ETF SHS92193288511,050$1.1M0.47%
40WELLS FARGO & CO NEW COM94974610114,661$1.1M0.45%
41BRISTOL MYERS SQUIBB CO COMCELG-RI16,747$1.0M0.44%
42INVESCO QQQ TR UNIT SER 1IVZ2,117$992,7040.42%
43US BANCORP DEL COM NEWUSB-PS23,246$981,4260.42%
44GILEAD SCIENCES INC COMGILD8,530$955,7870.41%
45NOVARTIS AG SPONSORED ADRNVSEF8,529$950,8440.41%
46CATERPILLAR INS COMCAT2,766$912,3290.39%
47COLUMBIA BKG SYS INC COM19723610235,519$885,8440.38%
48DISNEY WALT CO DISNEY COM2546871068,859$874,3750.37%
49LILLY ELI & CO COMLLY1,053$869,6070.37%
50ASTRAZENECA PLC SPONSORED ADR ISIN#US0463531089AZN11,225$825,0380.35%
51HOME DEPOT INC COMHD2,223$814,5370.35%
52ASML HLDG N V N Y REGISTRY SHS NEW 2012ASMLF1,228$813,7100.35%
53INTERNATIONAL BUSINESS MACHS CORP COMINTR3,220$800,8020.34%
54DAVIS FUNDAMENTAL ETF TR SELECT FINL ETF23908L10820,233$794,7520.34%
55CAPITAL GROUP GLOBAL GROWTH EQUITY ETF SHS14020X10428,015$793,6650.34%
56CAPITAL GROUP GROWTH ETF SHS14020G10122,441$768,6040.33%
57COCA COLA CO COMKO10,114$724,3540.31%
58T ROWE PRICE EXCHANGE-TRADED FDS INC BLUE CHIP GROWTH ETF87283Q10718,918$720,5870.31%
59VERIZON COMMUNICATIONS INC COMVZ15,268$692,5560.30%
60MEDTRONIC PLC SHS ISIN#IE00BTN1Y115MDT7,419$666,6960.28%
61BANK AMER CORP COM06050510415,850$661,4090.28%
62BOEING CO COMBA-PA3,788$646,0030.28%
63METALLUS INC COMMTUS48,220$644,2190.27%
64ENTERPRISE PRODS PARTNERS L P COM UNIT29379210718,266$623,6010.27%
65T ROWE PRICE EXCHANGE-TRADED FDS INC CAP APPRECIATION EQUITY ETF87283Q86718,976$612,5450.26%
66MERCK & CO INC NEW COMMRK6,570$589,7550.25%
67VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF9229087692,027$557,1180.24%
683M CO COMMMM3,771$553,7840.24%
69WALMART INC COMWMT6,164$541,1570.23%
70MCDONALDS CORP COMMCD1,714$535,3690.23%
71INTEL CORP COMINTC22,664$514,6990.22%
72UNITED PARCEL SVC INC CL BUPS4,620$508,1280.22%
73KINDER MORGAN INC DEL COMEP-PC17,586$501,7330.21%
74SHERWIN-WILLIAMS CO COMSHW1,418$495,0190.21%
75VANGUARD WORLD FDS VANGUARD ENERGY ETF92204A3063,730$483,8180.21%
76AGILENT TECHNOLOGIES INC COMA4,073$476,4600.20%
77RTX CORP COMRTX3,554$470,7630.20%
78ILLUMINA INC COMILMN5,891$467,3920.20%
79PHILIP MORRIS INTL INC COM7181721092,901$460,4670.20%
80ALTRIA GROUP INC COMMO7,665$460,0690.20%
81AT&T INC COMT-PC16,156$456,8830.19%
82SHELL PLC SPONSORED ADR REPSTG ORD SH ISIN#US7802593050RYDAF6,189$453,5300.19%
83INTUITIVE SURGICAL INC COM NEWISRG911$451,1910.19%
84SNOWFLAKE INC CL ASNOW3,070$448,7110.19%
85VISA INC COM CL AV1,262$442,2810.19%
86AXALTA COATING SYSTEMS LTD SHS ISIN#BMG0750C1082AXTA13,200$437,8440.19%
87PIMCO ETF TR MUN INCOME OPPORTUNITIES ACTIVE EXCHANGE TRADED FD72201R6359,647$431,5190.18%
88T ROWE PRICE EXCHANGE-TRADED FDS INC INTL EQUITY ETF87283Q83414,477$423,1630.18%
89TRICO BANCSHARES COMTCBK9,899$395,6430.17%
90PPG INDS INC COM6935061073,605$394,2040.17%
91CROWN CASTLE INC COMCCI3,781$394,1320.17%
92CISCO SYS INC COMCSCO6,266$386,6540.16%
93VANGUARD STAR FDS VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS9219097686,119$380,0020.16%
94DUKE ENERGY CORP NEW COM NEWDUKB3,051$372,0990.16%
95EDISON INTL COM2810201076,288$370,4890.16%
96DUTCH BROS INC CL ABROS5,965$368,2790.16%
97AMERICAN EXPRESS CO COMAXP1,325$356,4900.15%
98NETFLIX INC COMNFLX370$345,0360.15%
99PIMCO ETF TR SHORT TERM MUN BD ACTIVE ETF72201R8746,850$342,6370.15%
100SEAGATE TECHNOLOGY HLDGS PB LTD CO ISIN#IE00BKVD2N49SE3,950$335,5530.14%
101UNITEDHEALTH GROUP INC COMUNH636$333,2850.14%
102PRICE T ROWE GROUP INC COMTROW3,577$328,5810.14%
103UNION PAC CORP COMUNP1,376$325,0660.14%
104BRITISH AMERN TOB PLC SPONSORED ADR ISIN#US11044810721104481077,750$320,6180.14%
105GSK PLC SPONSORED ADR NEWGLAXF8,153$315,8470.13%
106ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNERSHIP INTERESTS01881G1068,100$310,3110.13%
107CONOCOPHILLIPS COMCOP2,903$304,8620.13%
108SOUTHERN CO COMSOMN3,261$299,8490.13%
109ENERGY TRANSFER L P COM UNIT LTD PARTNERSHIPET-PI16,100$299,2990.13%
110FIDELITY COVINGTON TR ENHANCED LARGE CAP VALUE ETF31609A1079,595$294,9500.13%
111KNIFE RIV CORP COMKNF3,225$290,9270.12%
112DIMENSIONAL ETF TR U S EQUITY MKT ETF25434V4014,804$290,5460.12%
113SUNOCO LP COM UNIT REPSTG LTD PARTNERSHIP INTSUN5,000$290,3000.12%
114VERTEX PHARMACEUTICALS INC COMVRTX598$289,9220.12%
115ORACLE CORP COMORCL-PD2,057$287,6130.12%
116NEXTERA ENERGY INC COMNEE-PW3,936$279,0230.12%
117FAIR ISAAC CORPORATION COMFICO151$278,4680.12%
118CSX CORP COMCSX9,232$271,6910.12%
119MPLX LP COM UNIT REPSTG LTD PARTNER INTMPLXP5,000$267,6000.11%
120GENERAL ELEC CO COM NEW3696043011,317$263,5980.11%
121NOVO NORDISK A.S. ADR FORMERLY NOVO INDUSTRIE A.S. ADR SAME CUSIPNONOF3,746$260,1470.11%
122LAM RESH CORP COM NEWLRCX3,400$247,1800.11%
123ABBVIE INC COMABBV1,164$243,8520.10%
124ZIMMER BIOMET HLDGS INC COMZBH2,132$241,3350.10%
125MICRON TECHNOLOGY INC COMMU2,656$230,8020.10%
126CONSOLIDATED EDISON INC COMED2,086$230,7120.10%
127MERCURY GEN CORP NEW COM5894001003,980$222,4820.09%
128DOLBY LABORATORIES INC CL ADLB2,713$217,8810.09%
129UNILEVER PLC SPON ADR NEW ISIN#US9047677045UNLYF3,609$214,9220.09%
130SIMON PPTY GROUP INC NEW COM8288061091,294$214,9080.09%
131LOCKHEED MARTIN CORP COMLMT472$210,6250.09%
132NLIGHT INC COMLASR27,089$210,4820.09%
133PEPSICO INC COMPEP1,398$209,6580.09%
134INGREDION INC COMINGR1,548$209,3050.09%
135DEERE & CO COMDE446$209,2600.09%
136CARRIER GLOBAL CORP COMCARR3,287$208,3960.09%
137BIOMARIN PHARMACEUTICAL INC COMBMRN2,900$205,0010.09%
138VANGUARD INDEX FDS VANGUARD MID-CAP ETF922908629792$204,8270.09%
139ADVANCED MICRO DEVICES INC COMAMD1,990$204,4530.09%
140ISHARES TR CORE S&P TOTAL U S STK MKT ETF4642871501,645$200,7060.09%
141MEDICAL PPTYS TR INC COM58463J30433,000$198,9900.08%
142CAPITAL GROUP INTL EQUITY ETF SHS14021M1076,759$198,1740.08%
143PRUDENTIAL FINL INC COMPUKPF1,756$196,1550.08%
144SALESFORCE INC COMCRM716$192,2160.08%
145AUTOMATIC DATA PROCESSING INC COMADP625$190,9560.08%
146DOW INC COMDOW5,396$188,4280.08%
147DIMENSIONAL ETF TR US MARKETWIDE VALUE ETF25434V7244,511$185,8980.08%
148KEYSIGHT TECHNOLOGIES INC COMKEYS1,222$183,0190.08%
149CAPITAL GROUP GLOBAL EQUITY ETF SHS14020R1076,888$178,1240.08%
150ISHARES TR CORE S&P MID-CAP ETF4642875073,021$176,2560.08%
151ELECTRONIC ARTS INC COMEA1,210$174,8890.07%
152GARMIN LTD SHS ISIN#CH0114405324GRMN800$173,8000.07%
153FEDEX CORP COMFDX702$171,1340.07%
154SPDR SER TR S&P AEROSPACE & DEFENSE ETF78464A6311,040$167,1180.07%
155CARDINAL HEALTH INC COMCAH1,150$158,4350.07%
156DIMENSIONAL ETF TR INTL CORE ETF25434V2035,027$156,9930.07%
157CANADIAN NATURAL RES LTD ISIN#CA13638510171363851015,026$154,8050.07%
158KRAFT HEINZ CO COMKHC5,000$152,1500.06%
159PHILLIPS 66 COMPSX1,219$150,5770.06%
160CRISPR THERAPEUTICS AG NAMEN-AKT ISIN# CH0334081137CRSP4,390$149,3920.06%
161MUELLER INDS INC COM6247561021,950$148,4730.06%
162NATERA INC COMNTRA1,000$141,4100.06%
163ABBOTT LABS COMABLZF1,056$140,0780.06%
164COMCAST CORP NEW CL ACCZ3,759$138,7070.06%
165ROYCE SM-CAP TR INC COMRVT9,523$135,6080.06%
166YUM BRANDS INC COMYUM846$133,0610.06%
167SHOPIFY INC CL A ISIN#CA82509L1076SHOP1,384$132,1440.06%
168UNIVERSAL CORP VA COMUVV2,250$126,1130.05%
169SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 178467X109300$125,9640.05%
170DOMINION ENERGY INC COMD2,198$123,2420.05%
171VANGUARD INDEX FDS VANGUARD GROWTH ETF922908736331$122,7410.05%
172ALCON SA ACT NOM ISIN#CH0432492467ALC1,258$118,3650.05%
173CITIGROUP INC COM NEWC-PR1,638$116,2820.05%
174GOLDMAN SACHS GROUP INC COMGSCE207$113,2740.05%
175MARATHON PETE CORP COMMARA770$112,1810.05%
176HP INC COMHPQ4,025$111,4640.05%
177DIMENSIONAL ETF TR INTL VALE ETF25434V8072,760$108,6340.05%
178DELEK LOGISTICS PARTNERS LP COM UNIT REPSTG LTD PARTNERSHIP INTDKL2,500$108,1500.05%
179CIGNA GROUP COM125523100305$100,3760.04%
180GE VERNOVA INC COMGEV324$98,9110.04%
181CLOROX CO COMCLX669$98,5340.04%
182APPLIED MATLS INC COM038222105677$98,2960.04%
183BP PLC SPONS ADRBPPFF2,881$97,3420.04%
184WASTE MGMT INC DEL COM94106L109420$97,2610.04%
185XYLEM INC COMXYL800$95,5680.04%
186ISHARES TR RUSSELL MID-CAP GROWTH ETF464287481800$93,9920.04%
187VANGUARD WORLD FDS VANGUARD HEALTH CARE ETF92204A504352$93,1850.04%
188NORTHROP GRUMMAN CORP COMNOC178$91,0020.04%
189TRUIST FINL CORP COM89832Q1092,175$89,5010.04%
190IRON MTN INC NEW COM46284V1011,026$88,3040.04%
191SELECT SECTOR SPDR TR TECHNOLOGY81369Y803425$87,7540.04%
192ADOBE SYS INC COMADBE228$87,4450.04%
193ISHARES TR MSCI USA QUALITY FACTOR ETF46432F339511$87,3250.04%
194HCA HEALTHCARE INC COMHCA251$86,8490.04%
195AMERICAN ELEC PWR CO INC COM025537101794$86,7600.04%
196KLA CORP COMKLAC127$86,3350.04%
197NGL ENERGY PARTNERS LPNGL-PC18,750$85,1250.04%
198LOWES COS INC COM548661107349$81,3970.03%
199VANGUARD INTL FD FTSE DEVELOPED MKTS ETF9219438581,591$80,8800.03%
200SPDR GOLD TR GOLD SHSGLD275$79,2390.03%
201OCCIDENTAL PETE CORP COM6745991051,603$79,1030.03%
202CALIFORNIA WTR SVC GROUP COM1307881021,620$78,5050.03%
203DIMENSIONAL ETF TR EMERGING MKTS CORE ETF25434V3023,026$78,3430.03%
204CANADIAN PACIFIC KANSAS CITY LTD ISIN# CA13646K1084CP1,100$77,1930.03%
205METLIFE INC COMMET-PF960$77,0780.03%
206MAG SILVER CORP COM ISIN#CA55903Q104655903Q1045,000$76,4000.03%
207VANGUARD INDEX FDS VANGUARD VALUE ETF922908744441$76,1780.03%
208QUALCOMM INC COMQCOM483$74,1940.03%
209SOUTHERN COPPER CORP DEL COMSCCO762$71,2170.03%
210GOLDMAN SACHS ETF TR TR ACTIVEBETA U S LARGE CAP EQUITY ETFNVGLF639$70,3410.03%
211NORFOLK SOUTHN CORP COM655844108276$65,3710.03%
212ISHARES TR RUSSELL 1000 VALUE ETF464287598346$65,1030.03%
213VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS921908844328$63,6290.03%
214MOTOROLA SOLUTIONS INC COM NEWMSI145$63,4820.03%
215ISHARES TR GLOBAL HEALTHCARE ETF464287325690$62,9280.03%
216DIMENSIONAL ETF TR U S TARGET VALUE ETF25434V6091,213$62,4570.03%
217VANGUARD INDEX FDS REAL ESTATE INDEX FD ETF922908553674$61,0650.03%
218DIMENSIONAL ETF TR U S SM CAP ETF25434V5001,021$61,0050.03%
219REGENERON PHARMACEUTICALS INC COMREGN95$60,2520.03%
220TORONTO DOMINION BK ISIN#CA8911605092TORO1,000$59,9400.03%
221KIMBERLY-CLARK CORP COMKMB417$59,2590.03%
222GENERAL DYNAMICS CORP COMGD217$59,1500.03%
223ISHARES TR MSCI EAFE ETF464287465720$58,8460.03%
224BANK NEW YORK MELLON CORP COM064058100700$58,7090.03%
225PAYCHEX INC COMPAYX378$58,3840.02%
226HEWLETT PACKARD ENTERPRISE CO COMHPE-PC3,728$57,5230.02%
227DANAHER CORP COM235851102271$55,5550.02%
228DIMENSIONAL ETF TR DIMENSIONAL US SMALL CAP VALUE ETF25434V8151,951$54,9210.02%
229CORNING INC COMGLW1,164$53,2880.02%
230CME GROUP INC COMCME200$53,0580.02%
231ITT INC COMITT400$51,6640.02%
232DTE ENERGY CO COMDTK371$51,2980.02%
233ZOETIS INC COMZTS310$51,0420.02%
234INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETFIVZ293$50,7740.02%
235PALANTIR TECHNOLOGIES INC CL APLTR600$50,6400.02%
236PACCAR INC COMPCAR520$50,6320.02%
237MORGAN STANLEY COM NEWMS-PQ433$50,5180.02%
238SELECT SECTOR SPDR TR FINANCIAL81369Y6051,014$50,5070.02%
239MASTERCARD INC CL AMA92$50,4270.02%
240ISHARES TR CORE MSCI EAFE ETF46432F842658$49,7780.02%
241VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 1000 VALUE INDEX FD ETF SHS92206C714586$48,3680.02%
242J P MORGAN EXCHANGE-TRADED FD TR NASDAQ EQUITY PREM INCOME ETF46654Q203934$48,3630.02%
243UBER TECHNOLOGIES INC COMUBER660$48,0880.02%
244KENVUE INC COMKVUE2,000$47,9600.02%
245EASTMAN CHEM CO COMEMN534$47,0510.02%
246THERMO FISHER SCIENTIFIC INC COMTMO93$46,2770.02%
247DAVIS FUNDAMENTAL ETF TR SELECT INTL ETF23908L4052,000$46,2200.02%
248BLACKROCK INC NEW COMBLK48$45,4310.02%
249EATON CORPORATION PLC SHS ISIN#IE00B8KQN827ETN165$44,8520.02%
250PACER FDS TR TRENDPILOT US LARGE CAP ETF69374H105857$44,0930.02%
251HARBOR ETF TR HARBOR INTL COMPOUNDERS ETF41151J8851,659$44,0220.02%
252SOLVENTUM CORP COMSOLV575$43,7230.02%
253FISERV INC COMFISV192$42,3990.02%
254MONDELEZ INTL INC CL A609207105616$41,7960.02%
255HARRIS OAKMARK ETF TR OAKMARK U S LARGE CAP ETF41456U1061,700$41,5650.02%
256KONINKLIJKE PHILIPS N V ISIN#US5004723038RYLPF1,633$41,4780.02%
257CVS HEALTH CORP COMCVS607$41,1240.02%
258COHEN & STEERS ETF TR REAL ESTATE ACTIVE ETF19249U1041,558$39,7600.02%
259TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR ISIN#US8740391003874039100235$39,0100.02%
260DUPONT DE NEMOURS INC COMDD503$37,5640.02%
261CORTEVA INC COMCTVA586$36,8770.02%
262ROYCE MICRO-CAP TR INC COMRMT4,186$35,2880.02%
263RPM INTL INC COM749685103300$34,7040.01%
264AMERICAN TOWER CORP NEW COM03027X100159$34,5980.01%
265MCKESSON CORP COMMCK50$33,6500.01%
266PAYPAL HLDGS INC COMPYPL500$32,6250.01%
267INTERACTIVE BROKERS GROUP INC CL A - COM45841N107197$32,6210.01%
268ISHARES TR CORE S&P 500 ETF46428720057$32,0280.01%
269GE HEALTHCARE TECHNOLOGIES INC COMGEHC393$31,7190.01%
270WILLIAMS SONOMA INC COMWSM200$31,6200.01%
271HONEYWELL INTL INC COM438516106149$31,5510.01%
272ENERPAC TOOL GROUP CORP CL A COMEPAC698$31,3120.01%
273ISHARES TR CORE S&P SMALL-CAP ETF464287804292$30,5070.01%
274YUM CHINA HLDGS INC COMYUMC581$30,2470.01%
275BROADCOM INC COMAVGO180$30,1530.01%
276DIAGEO PLC SPONSORED ADR NEW ISIN#US25243Q2057DGEAF278$29,1110.01%
277SPDR SER TR PORTFOLIO S&P 400 MID CAP ETF78464A847565$28,9170.01%
278NUCOR CORP COMNUE239$28,7610.01%
279ISHARES TR US INDUSTRIALS ETF464287754220$28,6400.01%
280DIMENSIONAL ETF TR DIMENSIONAL US REAL ESTATE ETF25434V8231,161$27,5970.01%
281PNC FINL SVCS GROUP INC COM693475105156$27,4200.01%
282WELLTOWER INC COMWELL171$26,1990.01%
283TEXAS INSTRS INC COM882508104142$25,5170.01%
284ECOLAB INC COMECL100$25,3520.01%
285CAPITAL ONE FINL CORP COM14040H105140$25,1020.01%
286AIRBNB INC CL A COMABNB209$24,9670.01%
287KITE RLTY GROUP TR COM NEW49803T3001,115$24,9430.01%
288HARTFORD INS GROUP INC COMHIG-PG200$24,7460.01%
289LYONDELLBASELL INDUSTRIES N V ORD SHS CL ALYB350$24,6400.01%
290GRAIL INC COMGRAL961$24,5440.01%
291APTIV PLC NEW ORD SH ISIN#JE00BTDN8H13APTV411$24,4550.01%
292MARKEL GROUP INC COMMKL13$24,3050.01%
293WYNDHAM HOTELS & RESORTS INC COMWH267$24,1660.01%
294JOBY AVIATION INC COM ISIN#KYG651631007JOBY-WT4,000$24,0800.01%
295ENBRIDGE INC COM ISIN#CA29250N1050ENNPF539$23,8540.01%
296PINNACLE WEST CAP CORP COMPNW250$23,8130.01%
297VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF922908751107$23,7270.01%
298CENCORA INC COMCOR85$23,6380.01%
299BAXTER INTL INC COM071813109690$23,6190.01%
300L3HARRIS TECHNOLOGIES INC COMLHX112$23,4430.01%
301ISHARES TR S&P SMALL-CAP 600 GROWTH ETF464287887187$23,2820.01%
302NXP SEMICONDUCTORS NV COM STK ISIN#NL0009538784NXPI122$23,1870.01%
303BAKER HUGHES CO CL ABKR524$23,0300.01%
304ISHARES TR RUSSELL 2000 VALUE ETF464287630151$22,7980.01%
305HEICO CORP NEW CL AHEI-A107$22,5740.01%
306ACCENTURE PLC IRELAND SHS CL A ISIN#IE00B4BNMY34ACN68$21,2190.01%
307JOYY INC ADS REPSTG COM CL A ISIN#US46591M1099JOYY500$20,9900.01%
308MDU RES GROUP INC COM5526901091,241$20,9850.01%
309VENTAS INC COMVTR300$20,6280.01%
310JABIL INC COMJBL150$20,4110.01%
311ISHARES TR MSCI USA MINIMUM VOLATILITY FACTOR ETF46429B697216$20,2310.01%
312GAMESTOP CORP NEW CL AGME-WT900$20,0880.01%
313DIMENSIONAL ETF TR DIMENSIONAL INTL SMALL CAP ETF25434V773758$19,5870.01%
314MODERNA INC COMMRNA690$19,5620.01%
315FIRST HAWAIIAN INC COMFHB800$19,5520.01%
316FORTINET INC COMFTNT200$19,2520.01%
317ISHARES TR CORE S&P U S GROWTH ETF464287671148$18,8080.01%
318EOG RES INC COMEOG140$17,9540.01%
319DEVON ENERGY CORP NEW COM25179M103474$17,7280.01%
320CONSTELLATION ENERGY CORP COMCEG87$17,5690.01%
321CUMMINS INC COMCMI56$17,5530.01%
322SERVICENOW INC COMNOW22$17,5150.01%
323DT MIDSTREAM INC COMDTM181$17,4630.01%
324PENTAIR PLC SHS ISIN#IE00BLS09M33PNR196$17,1460.01%
325HERSHEY CO COMHSY100$17,1030.01%
326CROWDSTRIKE HOLDINGS INCCRWD48$16,9240.01%
327DIMENSIONAL ETF TR DIMENSIONAL EMERGING MKTS VALUE ETF25434V740623$16,8520.01%
328ISHARES TR S&P MIDCAP 400 VALUE ETF464287705139$16,6420.01%
329BARRICK GOLD CORP N/C EFF 05/09/25 1 NEW CU 06849F108 BARRICK MNG CORP FOR 1 OLD067901108834$16,2130.01%
330INTERNATIONAL PAPER CO COM460146103300$16,0050.01%
331SELECT SECTOR SPDR TR UTILS81369Y886200$15,7700.01%
332PACER FDS TR US CASH COWS 100 ETF69374H881284$15,5520.01%
333WILLIAMS COS INC COM969457100259$15,4780.01%
334FREEPORT-MCMORAN INC CL BFCX400$15,1440.01%
335BIOGEN INC COMBIIB110$15,0520.01%
336ISHARES TR MSCI USA VALUE FACTOR ETF46432F388138$14,7330.01%
337ISHARES TR CORE S&P U S VALUE ETF464287663158$14,5820.01%
338RYDER SYS INC COMR100$14,3810.01%
339PALO ALTO NETWORKS INC COMPANW84$14,3340.01%
340O REILLY AUTOMOTIVE INC NEW COM67103H10710$14,3260.01%
341RAYONIER INC COMRYN487$13,5780.01%
342VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS921946406105$13,5410.01%
343NU HOLDINGS LIMITED REGISTERED SHS -A- ISIN#KYG6683N1034NU1,300$13,3120.01%
344VANGUARD INDEX FDS VANGUARD LARGE-CAP ETF92290863751$13,1090.01%
345BOSTON SCIENTIFIC CORP COMBSX129$13,0140.01%
346TJX COS INC NEW COM872540109105$12,7890.01%
347FIRST SOLAR INC COMFSLR100$12,6430.01%
348HARLEY DAVIDSON INC COMHOG500$12,6250.01%
349SMUCKER J M CO COM NEW832696405105$12,4330.01%
350TRAVEL and LEISURE CO COM894164102267$12,3590.01%
351INTERPUBLIC GROUP COS INC COMINTR452$12,2760.01%
352PAR TECHNOLOGY CORP COMPAR200$12,2680.01%
353OTIS WORLDWIDE CORP COMOTIS118$12,1780.01%
354XCEL ENERGY INC COMXELLL169$11,9640.01%
355CIRRUS LOGIC INC COMCRUS120$11,9590.01%
356DIMENSIONAL ETF TR SHORT DURATION FXD INCOME ETF25434V864249$11,8320.01%
357OLIN CORP COM PAR $1OLN486$11,7810.01%
358DIMENSIONAL ETF TR CORE FXD INCOME ETF25434V872280$11,7770.01%
359WEC ENERGY GROUP INC COMWEC107$11,6060.00%
360EVERUS CONSTR GROUP INC COMEVEX-WT310$11,4980.00%
361GENERAL MTRS CO COM37045V100242$11,3810.00%
362VULCAN MATLS CO COM92916010948$11,1980.00%
363SCHWAB CHARLES CORP NEW COMSCHW-PJ142$11,1160.00%
364MARTIN MARIETTA MATLS INC COM57328410623$10,9970.00%
365REALTY INCOME CORP COMO182$10,5580.00%
366MILLERKNOLL INC COMMLKN551$10,5460.00%
367ISHARES TR CORE DIVID GROWTH ETF46434V621167$10,3170.00%
368NVENT ELECTRIC PLC REGISTERED SHS ISIN#IE00BDVJJQ56NVT196$10,2740.00%
369ISHARES TR BIOTECHNOLOGY ETF46428755677$9,8480.00%
370NEWMONT CORP COMNEMCL200$9,6560.00%
371ISHARES BITCOIN TR ETF SHS BEN INTIBIT206$9,6430.00%
372INVESCO S&P GLOBAL WATER ETFIVZ170$9,4670.00%
373ISHARES TR US FINANCIALS ETF INDEX FD46428778881$9,1410.00%
374BIONTECH SE ADS ISIN#US09075V1026BNTX100$9,1060.00%
375ISHARES INC CORE MSCI EMERGING MKTS ETF46434G103166$8,9590.00%
376NOMAD FOODS LTD SHS ISIN#VGG6564A1057NOMD452$8,8820.00%
377BORGWARNER INC COMBWA300$8,5950.00%
378SILICON LABORATORIES INC OC-COMSLAB75$8,4430.00%
379ON HOLDING AG NAMEN-AKT -A- ISIN#CH1134540470H5919C104192$8,4330.00%
380AMERIPRISE FINL INC COM03076C10617$8,2300.00%
381ISHARES TR GLOBAL ENERGY ETF464287341193$8,1200.00%
382ALLSTATE CORP COMALL-PJ39$8,0760.00%
383ISHARES TR S&P SMALL-CAP 600 VALUE ETF46428787981$7,8960.00%
384INTERNATIONAL FLAVORS & FRAGRANCES INC COM459506101100$7,7610.00%
385SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF808524797270$7,5490.00%
386LAS VEGAS SANDS CORP COMLVS190$7,3400.00%
387PARKER-HANNIFIN CORP COMPH12$7,2940.00%
388S&P GLOBAL INC COMSPGI14$7,1130.00%
389NUSCALE PWR CORP COMNU500$7,0800.00%
390HALEON PLC ADR ISIN#US4055521003HLNCF681$7,0070.00%
391BERRY GLOBAL GROUP INC C/A EFF 04/30/25 7.25 NEW CU G0250X107 AMCOR PLC FOR 1 OLD08579W103100$6,9810.00%
392INTUIT COMINTU11$6,7540.00%
393KKR & CO INC COMKKRT57$6,5940.00%
394WARNER BROS DISCOVERY INC COM SER AWBD564$6,0520.00%
395COLGATE PALMOLIVE CO COMCL64$5,9970.00%
396INVENTRUST PPTYS CORP COM NEW46124J201203$5,9620.00%
397HUNTINGTON INGALLS INDUSTRIES INC44641310629$5,9580.00%
398DIMENSIONAL ETF TR ULTRASHORT FIXED INCOME ETF25434V591115$5,8340.00%
399CLOUDFLARE INC CL ANET51$5,7470.00%
400FIRST CTZNS BANCSHARES INC CL A31946M1033$5,5620.00%
401SCHLUMBERGER LTD COM ISIN# AN8068571086SLB133$5,5590.00%
402AIR PRODS & CHEMS INC COMAIIR18$5,3090.00%
403KYNDRYL HLDGS INC COMKD169$5,3070.00%
404ISHARES TR MSCI EAFE VALUE ETF46428887784$4,9510.00%
405SAREPTA THERAPEUTICS INC COMSRPT75$4,7870.00%
406PAYCOM SOFTWARE INC COMPAYC21$4,5880.00%
407TRAVELERS COS INC COMTRV17$4,4960.00%
408ILLINOIS TOOL WKS INC COM45230810917$4,2160.00%
409EXPEDIA GROUP INC COM NEWEXPE25$4,2030.00%
410COPART INC COMCPRT74$4,1880.00%
411ISHARES TR S&P MIDCAP 400 GROWTH ETF46428760648$3,9970.00%
412NETAPP INC COMNTAP42$3,6890.00%
413ROCKWELL AUTOMATION INC COMROK14$3,6170.00%
414FORD MTR CO DEL COM PAR $0 01345370860357$3,5810.00%
415ROCKET LAB USA INC COMRKLB200$3,5760.00%
416T-MOBILE US INC COMTMUSZ13$3,4670.00%
417HILTON WORLDWIDE HLDGS INC COM NEWHLT15$3,4130.00%
418DXC TECHNOLOGY CO COMDXC198$3,3760.00%
419TELADOC HEALTH INC COMTDOC400$3,1840.00%
420BROWN & BROWN INC COMBRO25$3,1100.00%
421ISHARES TR MSCI EAFE GROWTH ETF46428888530$3,0000.00%
422VANGUARD BD INDEX FDS VANGUARD INTERMEDIATE TERM BD ETF92193781938$2,9100.00%
423APOLLO GLOBAL MGMT INC NEW COM03769M10621$2,8760.00%
424LULULEMON ATHLETICA INC COMLULU10$2,8310.00%
425UNIVERSAL DISPLAY CORP COMOLED20$2,7900.00%
426TRANSDIGM GROUP INC COMTDG2$2,7670.00%
427IRIDIUM COMMUNICATIONS INC COMIRDM100$2,7320.00%
428PHILLIPS EDISON & CO INC COM NEWPECO70$2,5540.00%
429BRIGHTHOUSE FINL INC COM10922N10344$2,5520.00%
430PHINIA INC COMPHIN60$2,5460.00%
431SONY GROUP CORP AMERN SH NEW ISIN#US8356993076SNEJF100$2,5390.00%
432JAMF HLDG CORP COM47074L105200$2,4300.00%
433VALE S A ADR ISIN#US91912E1055VALE237$2,3650.00%
434ARISTA NETWORKS INCANET30$2,3240.00%
435PROGRESSIVE CORP OH COM7433151038$2,2640.00%
436PORTLAND GEN ELEC CO COM NEW73650884750$2,2300.00%
437OKLO INC CL AOKLO100$2,1630.00%
438HELEN OF TROY LTD ORD NEW ISIN#BMG4388N1065HELE40$2,1400.00%
439STANDARD LITHIUM CP REGISTERED SHS ISIN#CA8536061010SLI1,630$2,0730.00%
440CORECIVIC INC COMCXW100$2,0290.00%
441TELEDYNE TECHNOLOGIES INC COMTDY4$1,9910.00%
442AMPHENOL CORP NEW CL A03209510130$1,9680.00%
443PROTHENA CORP PLC SHS ISIN#IE00B91XRN20PRTA155$1,9180.00%
444CBRE GROUP INC CL ACBRE14$1,8310.00%
445ROPER TECHNOLOGIES INC COMROP3$1,7690.00%
446AVALONBAY CMNTYS INC COMAWX8$1,7170.00%
447QUANTUM COMPUTING INCQUBT210$1,6800.00%
448BROOKFIELD INFRASTRUCTURE CORP NEW EXCHANGEABLE SUB VOTING SHS CL A ISIN#CA11276H1064BIPC46$1,6610.00%
449KELLANOVA COMBEKE20$1,6500.00%
450INTERCONTINENTAL EXCHANGE INC COM45866F1049$1,5530.00%
451SOFI TECHNOLOGIES INC COMSOFI133$1,5470.00%
452ARCH CAPITAL GROUP LTD SHS ISIN#BMG0450A1053G0450A10515$1,4430.00%
453NOVAVAX INC COM NEWNVAX223$1,4290.00%
454BECTON, DICKINSON & COBDX6$1,3810.00%
455CARMAX INC COMKMX17$1,3250.00%
456TYLER TECHNOLOGIES INC COMTYL2$1,1630.00%
457CIPHER MNG INC COM17253J106500$1,1500.00%
458EVGO INC CL A COMEVGOW428$1,1380.00%
459MSCI INC COMMSCI2$1,1310.00%
460LIBERTY MEDIA CORP DEL COM LIBERTY FORMULA ONE SER CFWONB12$1,0800.00%
461AUTODESK INC COMADSK4$1,0470.00%
462LENNAR CORP CL ALEN-B9$1,0330.00%
463SCHWAB STRATEGIC TR US SMALL-CAP ETF80852460744$1,0310.00%
464ARLO TECHNOLOGIES INC COMARLO100$9870.00%
465SABRA HEALTH CARE REIT INC COMSBRA56$9780.00%
466AMERICAN INTL GROUP INC COM NEW02687478411$9560.00%
467SOUNDHOUND AI INC CL ASOUNW117$9500.00%
468BROOKFIELD CORP VTG SHS CL A ISIN#CA11271J107511271J10718$9420.00%
469MICROCHIP TECHNOLOGY INC COMMCHPP19$9200.00%
470PUBLIC STORAGE COMPSA-PS3$8980.00%
471SBA COMMUNICATIONS CORP NEW CL ASBAC4$8800.00%
472DIGITALOCEAN HLDGS INC COMDOCN26$8680.00%
473NIO INC SHS A SPONSORED AMERICAN DEP SHS REPR 1 SH A ORD SH ISIN#US62914V1061NIOIF200$7620.00%
474VERALTO CORP COMVLTO7$6820.00%
475GRAB HLDGS LTD CL A ORD ISIN#KYG4124C1096GRABW147$6660.00%
476THE TRADE DESK INC COM CL A88339J10512$6570.00%
477CDW CORP COMCDW4$6410.00%
478BROOKFIELD RENEWABLE CORPORATION REGISTERED SHS -A- ISIN#CA11285B1085BEPC21$5860.00%
479DOCUSIGN INC COMDOCU7$5700.00%
480SCHWAB STRATEGIC TR US LARGE-CAP ETF80852420124$5300.00%
481HYATT HOTELS CORP COM CL AH4$4900.00%
482MAGNERA CORP COMMAGN27$4900.00%
483IDEXX LABS INC COM45168D1041$4200.00%
484QUANTUMSCAPE CORP CL AQS100$4160.00%
485VIATRISVTRS43$3750.00%
486LIBERTY MEDIA CORP DEL COM LIBERTY FORMULA ONE SER AFWONB4$3260.00%
487ANSYS INC COM03662Q1051$3170.00%
488SANMINA CORP COMSANM4$3050.00%
489VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF9219378354$3020.00%
490BROOKFIELD ASSET MANAGEMENT LTD CL A LTD VTG SHS ISIN#CA11300410581130041054$1940.00%
491FORTIS INC COM ISIN#CA3495531079FTRSF3$1370.00%
492SCHWAB STRATEGIC TR INTL EQUITY ETF8085248056$1190.00%
493BLINK CHARGING CO COMBLNK116$1060.00%
494CHARGEPOINT HLDGS INC CL ACHPT166$1000.00%
495SCHWAB STRATEGIC TR US AGGREGATE BD ETF8085248394$930.00%
496WK KELLOGG CO COM92942W1074$800.00%
497RIVIAN AUTOMOTIVE INC CL ARIVN5$620.00%
498DAVIS FUNDAMENTAL ETF TR SELECT WORLDWIDE ETF23908L3061$380.00%
499BAUDAX BIO INC COM PAR $0 0107160F4041$00.00%