13F HOLDINGS REPORT

Washington Trust Advisors, Inc.

Quarter ended Q4 2024 · Filed February 6, 2025 · Accession 0001900099-25-000001

Total Value

$1.20B

Positions

803

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (500)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	Apple	AAPL	306,945	$76.9M	6.44%
2	Quanta Services	74762E102	190,966	$60.4M	5.06%
3	Amazon	AMZN	217,676	$47.8M	4.00%
4	Meta Platforms	META	80,349	$47.0M	3.94%
5	Palo Alto Networks	PANW	254,170	$46.2M	3.87%
6	Visa	V	143,329	$45.3M	3.79%
7	Alphabet Cl C	GOOG	229,475	$43.7M	3.66%
8	Booking Holdings	BKNG	8,219	$40.8M	3.42%
9	Berkshire Hathaway B	BRK-A	82,432	$37.4M	3.13%
10	Alphabet Cl A	GOOG	178,319	$33.8M	2.83%
11	Deere & Co	DE	69,469	$29.4M	2.47%
12	ResMed	RSMDF	128,683	$29.4M	2.47%
13	IQVIA Holdings	IQV	136,340	$26.8M	2.24%
14	NVIDIA	NVDA	175,873	$23.6M	1.98%
15	Jacobs Solutions	J	168,433	$22.5M	1.89%
16	Becton Dickinson	BDX	95,852	$21.7M	1.82%
17	Regeneron Pharmaceuticals	REGN	29,222	$20.8M	1.74%
18	Air Products	AIIR	68,167	$19.8M	1.66%
19	PepsiCo	PEP	127,816	$19.4M	1.63%
20	Zebra Tech	ZBRA	50,045	$19.3M	1.62%
21	Uber Technologies	UBER	315,949	$19.1M	1.60%
22	SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF	808524771	783,337	$18.5M	1.55%
23	Starbucks	SBUX	191,877	$17.5M	1.47%
24	Walt Disney Company	254687106	144,775	$16.1M	1.35%
25	Vanguard S&P 500 Index Fd ETF	922908363	23,426	$12.6M	1.06%
26	PayPal	PYPL	145,459	$12.4M	1.04%
27	United Parcel Service	UPS	98,378	$12.4M	1.04%
28	Brookfield Renewable Corp	BEPC	422,526	$11.7M	0.98%
29	American Tower	03027X100	55,740	$10.2M	0.86%
30	Ecolab	ECL	42,679	$10.0M	0.84%
31	Intuitive Surgical	ISRG	19,029	$9.9M	0.83%
32	Nike	NKE	128,610	$9.7M	0.82%
33	Microsoft	MSFT	22,898	$9.7M	0.81%
34	Veeva Systems	VEEV	45,818	$9.6M	0.81%
35	Chewy	CHWY	274,712	$9.2M	0.77%
36	Vanguard Growth ETF	922908736	21,887	$9.0M	0.75%
37	Exxon Mobil	XOM	82,788	$8.9M	0.75%
38	Snowflake	SNOW	57,497	$8.9M	0.74%
39	Invitation Homes	INVH	271,271	$8.7M	0.73%
40	Edwards Lifesciences	EW	113,410	$8.4M	0.70%
41	SPDR Tr (S&P 500)	SPY	14,251	$8.4M	0.70%
42	Sphere Entertainment	SPHR	195,287	$7.9M	0.66%
43	WalMart	WMT	83,328	$7.5M	0.63%
44	JP Morgan Chase	VYLD	30,287	$7.3M	0.61%
45	Alexandria Real Estate Equities	015271109	73,978	$7.2M	0.60%
46	Xylem	XYL	59,738	$6.9M	0.58%
47	Johnson & Johnson	JNJ	46,862	$6.8M	0.57%
48	SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF	808524755	189,694	$6.3M	0.53%
49	Kinder Morgan	EP-PC	222,289	$6.1M	0.51%
50	Vanguard Value Index	922908744	32,139	$5.4M	0.46%
51	Penumbra	PEN	20,749	$4.9M	0.41%
52	IBM	INTR	21,821	$4.8M	0.40%
53	iShares IBOXX High Yield Bond Index	464288513	56,758	$4.5M	0.37%
54	Automatic Data	ADP	13,133	$3.8M	0.32%
55	Vanguard Total Stock VIPERS	922908769	13,054	$3.8M	0.32%
56	Diageo PLC	DGEAF	28,516	$3.6M	0.30%
57	Vail Resorts	MTN	18,857	$3.5M	0.30%
58	Berkshire Hathaway A	BRK-A	5	$3.4M	0.29%
59	Coca Cola	KO	54,026	$3.4M	0.28%
60	Abbott Labs	ABLZF	28,816	$3.3M	0.27%
61	Cisco Systems	CSCO	54,530	$3.2M	0.27%
62	Globus Medical	GMED	36,674	$3.0M	0.25%
63	Proctor & Gamble	742718109	17,641	$3.0M	0.25%
64	AbbVie	ABBV	15,917	$2.8M	0.24%
65	Vanguard FTSE Dev Markets	921943858	57,269	$2.7M	0.23%
66	Schwab US TIPS ETF	808524870	105,566	$2.7M	0.23%
67	Home Depot	HD	6,564	$2.6M	0.21%
68	VANGUARD SMALL-CAP ETF	922908751	10,273	$2.5M	0.21%
69	VANGUARD MID-CAP VALUE ETF	922908512	15,028	$2.4M	0.20%
70	Vanguard Tax-Exempt Bond ETF	922907746	45,418	$2.3M	0.19%
71	Evercore Partners	EVR	7,208	$2.0M	0.17%
72	Thermo Fisher Scientific	TMO	3,813	$2.0M	0.17%
73	Lowe's	548661107	7,899	$1.9M	0.16%
74	American Express	AXP	6,124	$1.8M	0.15%
75	iShares MSCI EAFE	464287465	22,660	$1.7M	0.14%
76	Amentum Holdings	AMTM	80,240	$1.7M	0.14%
77	Vanguard Short Term Corp Bond Index	92206C409	21,361	$1.7M	0.14%
78	VANGUARD MID-CAP GROWTH ETF	922908538	6,520	$1.7M	0.14%
79	Vanguard Total Bond Market ETF	921937835	22,554	$1.6M	0.14%
80	Microsoft	MSFT	3,832	$1.6M	0.14%
81	Eaton	ETN	4,842	$1.6M	0.13%
82	NVIDIA	NVDA	11,890	$1.6M	0.13%
83	DocuSign	DOCU	17,409	$1.6M	0.13%
84	FedEx	FDX	5,466	$1.5M	0.13%
85	CSW Industrials	CSW	4,200	$1.5M	0.12%
86	BlackRock	BLK	1,309	$1.3M	0.11%
87	ICON plc	ICLR	6,125	$1.3M	0.11%
88	GE Aerospace	369604301	7,689	$1.3M	0.11%
89	Pfizer	PFE	47,839	$1.3M	0.11%
90	Amazon	AMZN	5,774	$1.3M	0.11%
91	Brookfield Corp	11271J107	21,558	$1.2M	0.10%
92	McDonald's	MCD	4,188	$1.2M	0.10%
93	Moody's	MCO	2,555	$1.2M	0.10%
94	Raytheon Technologies	RTX	10,069	$1.2M	0.10%
95	DIMENSIONAL US CORE EQUITY MARKET ETF	25434V104	28,727	$1.2M	0.10%
96	iShares S&P 500	464287200	1,865	$1.1M	0.09%
97	Apple	AAPL	4,273	$1.1M	0.09%
98	iShares Core S&P Mid Cap	464287507	16,612	$1.0M	0.09%
99	Union Pacific	UNP	4,538	$1.0M	0.09%
100	iShares MSCI Emerging Markets	464287234	24,647	$1.0M	0.09%
101	Aptiv plc	APTV	16,981	$1.0M	0.09%
102	VANGUARD SMALL-CAP GROWTH ETF	922908595	3,662	$1.0M	0.09%
103	ChevronTexaco	CVX	6,853	$992,589	0.08%
104	Caterpillar	CAT	2,726	$988,842	0.08%
105	Emerson Electric	EMR	7,797	$966,282	0.08%
106	iShares Russell Growth	464287614	2,154	$865,003	0.07%
107	Merck	MRK	8,556	$851,140	0.07%
108	SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF	808524763	28,550	$847,935	0.07%
109	iShares Russell Growth	464287614	2,100	$843,198	0.07%
110	EQUINIX INC COM	EQIX	869	$819,371	0.07%
111	ISHARES RUSSELL 1000 VALUE ETF	464287598	4,374	$809,815	0.07%
112	Meta Platforms	META	1,344	$786,925	0.07%
113	PPG	693506107	6,326	$755,641	0.06%
114	Tesla	TSLA	1,850	$747,104	0.06%
115	Alphabet Cl A	GOOG	3,811	$721,422	0.06%
116	TR ACTIVEBETA US LARGE CAP EQUITY ETF	NVGLF	6,260	$721,027	0.06%
117	GE Vernova	GEV	2,169	$713,449	0.06%
118	iShares S&P Small Cap 600	464287804	6,107	$703,647	0.06%
119	Costco Companies	22160K105	758	$694,533	0.06%
120	Tesla	TSLA	1,653	$667,548	0.06%
121	Vanguard Emerging Markets	922042858	15,033	$662,049	0.06%
122	Philip Morris Int'l	718172109	5,310	$639,059	0.05%
123	PROLOGIS INC. COM	PLDGP	6,000	$634,200	0.05%
124	NBT Bancorp	NBTB	13,050	$623,268	0.05%
125	Illumina	ILMN	4,619	$617,237	0.05%
126	ARM HOLDINGS PLC SPONSORED ADS	042068205	4,997	$616,430	0.05%
127	iShares Core MSCI EAFE	46432F842	8,757	$615,442	0.05%
128	SCHWAB US DIVIDEND EQUITY ETF	808524797	22,377	$611,340	0.05%
129	iShares Core MSCI EAFE	46432F842	8,658	$608,484	0.05%
130	DIMENSIONAL CORE FIXED INCOME ETF	25434V872	14,316	$590,821	0.05%
131	Schlumberger	SLB	14,975	$574,142	0.05%
132	INVESCO NASDAQ 100 ETF	IVZ	2,619	$551,169	0.05%
133	ITT	ITT	3,703	$529,085	0.04%
134	DFA Tax Advantaged US Core Equity 2	25434V708	14,546	$503,146	0.04%
135	Lilly	LLY	620	$478,640	0.04%
136	Equifax	EFX	1,878	$478,608	0.04%
137	SPDR S&P Dividend ETF IV	78464A763	3,455	$456,406	0.04%
138	Wells Fargo	949746101	6,471	$454,523	0.04%
139	Visa	V	1,421	$449,093	0.04%
140	Franklin Electric	FELE	4,600	$448,270	0.04%
141	Netflix	NFLX	490	$437,127	0.04%
142	Goldman Sachs	GSCE	725	$415,150	0.03%
143	NextEra Energy	NEE-PW	5,688	$407,773	0.03%
144	Guidewire Software	GWRE	2,350	$396,163	0.03%
145	SCHWAB INTERNATIONAL EQUITY ETF	808524805	21,228	$392,718	0.03%
146	Vanguard Small Cap Value ETF	922908611	1,963	$389,093	0.03%
147	Lilly	LLY	504	$388,810	0.03%
148	Exxon Mobil	XOM	3,562	$383,164	0.03%
149	Carrier Global	CARR	5,579	$380,823	0.03%
150	Verizon	VZ	9,516	$380,545	0.03%
151	Bristol Myers-Squibb	CELG-RI	6,700	$378,952	0.03%
152	Broadcom	AVGO	1,624	$376,508	0.03%
153	Ingredion	INGR	2,720	$374,163	0.03%
154	iShares Core MSCI Emerging Markets	46434G103	7,145	$373,112	0.03%
155	AT&T	T-PC	16,368	$372,699	0.03%
156	JP Morgan Chase	VYLD	1,534	$367,715	0.03%
157	Reinsurance Group	759351604	1,705	$364,330	0.03%
158	ISHARES CORE HIGH DIVIDEND ETF	46429B663	3,182	$357,211	0.03%
159	Arrow Financial	042744102	12,310	$353,420	0.03%
160	Honeywell Int'l	438516106	1,550	$350,130	0.03%
161	Altria	MO	6,543	$342,133	0.03%
162	Texas Instruments	882508104	1,800	$337,518	0.03%
163	Broadridge Financial Solutions	11133T103	1,486	$335,970	0.03%
164	iShares MSCI USA Momentum Factor	46432F396	1,600	$331,072	0.03%
165	BlackRock	BLK	319	$327,010	0.03%
166	DFA Tax Managed US Equity	25434V401	5,087	$324,296	0.03%
167	Brookfield Infrastructure Partners LP	G16252101	10,083	$320,539	0.03%
168	Canadian Pacific Kansas City	CP	4,370	$316,257	0.03%
169	SPDR Gold Trust	GLD	1,299	$314,527	0.03%
170	Qualcomm	QCOM	2,046	$314,307	0.03%
171	Vanguard Total Bond Market ETF	921937835	4,349	$312,733	0.03%
172	Alphabet Cl C	GOOG	1,634	$311,179	0.03%
173	HUBBELL INC COM	HUBB	739	$309,560	0.03%
174	Thermo Fisher Scientific	TMO	575	$299,132	0.03%
175	TRANSDIGM GROUP INC COM	TDG	236	$299,078	0.03%
176	ALERIAN MLP ETF	00162Q452	6,148	$296,088	0.02%
177	Walt Disney Company	254687106	2,646	$294,632	0.02%
178	INVESCO S&P GLOBAL WATER INDEX ETF	IVZ	5,433	$294,469	0.02%
179	iShares S&P 500	464287200	483	$284,517	0.02%
180	Vanguard Mid Cap Index Fund ETF	922908629	1,044	$275,752	0.02%
181	SCHWAB EMERGING MARKETS EQUITY ETF	808524706	10,337	$275,274	0.02%
182	UnitedHealth Group	UNH	544	$275,188	0.02%
183	DIMENSIONAL U.S. SMALL CAP ETF	25434V500	4,224	$274,898	0.02%
184	Duke Energy	DUKB	2,505	$269,889	0.02%
185	Oracle	ORCL-PD	1,610	$268,290	0.02%
186	DFA Tax-Managed US Marketwide Value	25434V724	6,468	$264,671	0.02%
187	Suncor	SU	7,361	$262,640	0.02%
188	Mondelez	609207105	4,343	$259,407	0.02%
189	Trane Technologies	TT	700	$258,545	0.02%
190	iShares Core MSCI Emerging Markets	46434G103	4,920	$256,922	0.02%
191	DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF	25434V203	8,694	$253,865	0.02%
192	MONSTER BEVERAGE CORP NEW COM	MNST	4,798	$252,183	0.02%
193	Minerals Tech	MTX	3,300	$251,493	0.02%
194	Allstate	ALL-PJ	1,293	$249,277	0.02%
195	Unilever PLC	UNLYF	4,341	$246,135	0.02%
196	Salesforce	CRM	734	$245,299	0.02%
197	Brookfield Asset Management	113004105	4,495	$243,584	0.02%
198	Schwab Interm Gov't ETF	808524854	10,000	$242,900	0.02%
199	M & T Bank	55261F104	1,288	$242,157	0.02%
200	Align Technology	ALGN	1,145	$238,744	0.02%
201	Alliant Energy	LNT	3,866	$228,635	0.02%
202	Amgen	AMGN	868	$226,167	0.02%
203	Ameriprise	03076C106	420	$223,621	0.02%
204	AbbVie	ABBV	1,250	$222,125	0.02%
205	MSCI INC COM	MSCI	370	$222,004	0.02%
206	Home Depot	HD	569	$221,335	0.02%
207	3M Company	MMM	1,710	$220,744	0.02%
208	Cognizant Tech	CTSH	2,865	$220,319	0.02%
209	Berkshire Hathaway B	BRK-A	479	$217,121	0.02%
210	UnitedHealth Group	UNH	427	$216,002	0.02%
211	North European Royalty Trust	659310106	53,432	$215,865	0.02%
212	Waste Management	94106L109	1,057	$213,292	0.02%
213	Otis Worldwide	OTIS	2,300	$213,003	0.02%
214	iShares S&P 500/Barra Growth	464287309	2,057	$208,847	0.02%
215	VANGUARD LARGE-CAP ETF	922908637	773	$208,478	0.02%
216	DIMENSIONAL SHORT-DURATION FIXED INCOME ETF	25434V864	4,430	$207,678	0.02%
217	Paychex	PAYX	1,470	$206,123	0.02%
218	Proctor & Gamble	742718109	1,199	$201,077	0.02%
219	FISERV INC COM	FISV	952	$195,560	0.02%
220	Boeing	BA-PA	1,090	$192,930	0.02%
221	Intel	INTC	9,547	$191,415	0.02%
222	ISHARES RUSSELL MID-CAP GROWTH ETF	464287481	1,487	$188,477	0.02%
223	Citigroup	C-PR	2,625	$184,774	0.02%
224	Bank of America	060505104	4,195	$184,381	0.02%
225	Nisource	NI	5,000	$183,800	0.02%
226	GENERAL DYNAMICS CORP COM	GD	692	$182,335	0.02%
227	Accenture	ACN	517	$181,875	0.02%
228	Shell Adr	RYDAF	2,878	$180,307	0.02%
229	Becton Dickinson	BDX	783	$177,639	0.01%
230	Global X NASDAQ 100 Cov Call	37954Y483	9,535	$173,721	0.01%
231	Bank of New York	064058100	2,230	$171,331	0.01%
232	U.S. Bancorp	USB-PS	3,496	$167,214	0.01%
233	Oracle	ORCL-PD	1,000	$166,640	0.01%
234	Invesco S&P 500 Equal Weight	IVZ	949	$166,293	0.01%
235	Invesco S&P 500	IVZ	3,300	$164,868	0.01%
236	Brookfield Renewable	G16258108	7,201	$164,111	0.01%
237	Comcast Cl A	CCZ	4,200	$157,626	0.01%
238	Mastercard	MA	292	$153,769	0.01%
239	ISHARES RUSSELL 2000 VALUE ETF	464287630	925	$151,857	0.01%
240	Texas Roadhouse	TXRH	830	$149,757	0.01%
241	Curtiss Wright	CW	420	$149,216	0.01%
242	3D Systems	88554D205	45,445	$149,060	0.01%
243	GE Healthcare Technologies	GEHC	1,845	$144,242	0.01%
244	Neogen	NEOG	11,827	$143,580	0.01%
245	Advanced Micro Devices Inc	AMD	1,183	$142,895	0.01%
246	Uber Technologies	UBER	2,347	$141,571	0.01%
247	United Dominion Realty Trust	UDR	3,242	$140,735	0.01%
248	Sempra Energy	SREA	1,600	$140,352	0.01%
249	Amgen	AMGN	537	$140,073	0.01%
250	Palantir Technologies	PLTR	1,800	$136,134	0.01%
251	Intuitive Surgical	ISRG	258	$134,465	0.01%
252	Cummins Inc	CMI	381	$132,817	0.01%
253	AUTODESK INC COM	ADSK	446	$131,824	0.01%
254	SHOPIFY INC CL A	SHOP	1,235	$131,318	0.01%
255	VanEck Semiconductor ETF	92189F676	540	$130,772	0.01%
256	Enbridge	ENNPF	3,060	$129,836	0.01%
257	Edison Intl	281020107	1,600	$127,744	0.01%
258	Blackstone Group LP	BX	739	$127,418	0.01%
259	SPDR GOLD MINISHARES TRUST	GLDW	2,444	$127,064	0.01%
260	Consumer Staples Select SPDR	81369Y308	1,582	$124,361	0.01%
261	Colgate Palmolive	CL	1,352	$122,910	0.01%
262	SPDR S&P 500 Fossil Fues Res ETF	78468R796	2,544	$122,494	0.01%
263	Adobe Systems	ADBE	273	$121,398	0.01%
264	Check Point Software	M22465104	650	$121,355	0.01%
265	Nutrien	NTR	2,676	$119,751	0.01%
266	Snap On	SNA	350	$118,818	0.01%
267	PROLOGIS INC. COM	PLDGP	1,112	$117,538	0.01%
268	Norfolk Southern	655844108	500	$117,350	0.01%
269	Marsh & McLennan	571748102	550	$116,826	0.01%
270	American Water Works	030420103	938	$116,772	0.01%
271	Consol Edison	ED	1,300	$115,999	0.01%
272	IShares Edge MSCI Min VOL USA ETF	46429B697	1,300	$115,427	0.01%
273	CBOE GLOBAL MKTS INC COM	12503M108	587	$114,700	0.01%
274	GALLAGHER ARTHUR J & CO COM	363576109	402	$114,108	0.01%
275	GE Aerospace	369604301	675	$112,583	0.01%
276	VANGUARD UTILITIES ETF	92204A876	680	$111,126	0.01%
277	Kimberly-Clark	KMB	835	$109,418	0.01%
278	Capital Southwest	CSWC	5,000	$109,100	0.01%
279	Stryker	SYK	300	$108,015	0.01%
280	Dominion Resources	D	2,000	$107,720	0.01%
281	SPOTIFY TECHNOLOGY S A SHS	SPOT	237	$106,097	0.01%
282	Palo Alto Networks	PANW	579	$105,355	0.01%
283	Willis Towers Watson	WTW	336	$105,249	0.01%
284	DIMENSIONAL EMERGING CORE EQUITY MARKET ETF	25434V302	4,080	$103,510	0.01%
285	WisdomTree US Large Cap Dividend	WT	1,325	$103,072	0.01%
286	NextEra Energy	NEE-PW	1,350	$96,782	0.01%
287	Jefferies Finl	47233W109	1,232	$96,589	0.01%
288	Vertex Pharmaceuticals	VRTX	239	$96,245	0.01%
289	iShares Nat'l Muni Bond ETF	464288414	900	$95,895	0.01%
290	Vanguard Health Care Index ETF	92204A504	376	$95,387	0.01%
291	Broadcom	AVGO	410	$95,054	0.01%
292	Central Fund Of Canada Ltd	SII	4,000	$95,040	0.01%
293	Sherwin Williams	SHW	276	$93,821	0.01%
294	PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND	72201R833	930	$93,316	0.01%
295	ISHARES RUSSELL MID-CAP VALUE ETF	464287473	712	$92,129	0.01%
296	Consumer Discretionary Select SPDR	81369Y407	408	$91,535	0.01%
297	Enterprise Products	293792107	2,900	$90,944	0.01%
298	Servicenow	NOW	86	$90,834	0.01%
299	Weyerhaeuser	WY	3,200	$90,080	0.01%
300	Invesco QQQ ETF	IVZ	175	$89,465	0.01%
301	CSX	CSX	2,760	$89,065	0.01%
302	Yum Brands	YUM	660	$88,546	0.01%
303	INVESCO FTSE RAFI US 1000 ETF	IVZ	2,177	$87,820	0.01%
304	Johnson & Johnson	JNJ	603	$87,206	0.01%
305	Morgan Stanley	MS-PQ	685	$86,118	0.01%
306	Kadant Inc	KAI	246	$84,868	0.01%
307	Elevance Health	ELV	230	$84,847	0.01%
308	Health Care Select SPDR	81369Y209	615	$84,606	0.01%
309	DTE Energy	DTK	700	$84,525	0.01%
310	WORKDAY INC CL A	WDAY	327	$84,485	0.01%
311	Lam Research	LRCX	1,128	$81,475	0.01%
312	KKR & CO INC COM	KKRT	546	$80,759	0.01%
313	DFA Tax Adv World ex US Core Eq	25434V880	3,207	$79,726	0.01%
314	WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND	WT	1,312	$79,691	0.01%
315	CHIPOTLE MEXICAN GRILL INC COM	CMG	1,302	$78,511	0.01%
316	iShares S&P Small Cap 600/Barra Value	464287879	694	$75,375	0.01%
317	First Trust Value Dividend Index ETF	33734H106	1,725	$75,279	0.01%
318	Dover	DOV	400	$75,040	0.01%
319	Intuit	INTU	119	$74,989	0.01%
320	OREILLY AUTOMOTIVE INC COM	67103H107	63	$74,615	0.01%
321	BOSTON SCIENTIFIC CORP COM	BSX	827	$73,868	0.01%
322	VANGUARD REAL ESTATE ETF	922908553	803	$71,531	0.01%
323	MidCap SPDR Trust	MDY	125	$71,198	0.01%
324	Eaton Vance Enhanced Equity Income Fund II	ETN	2,965	$71,012	0.01%
325	Boeing	BA-PA	400	$70,800	0.01%
326	Xcel Energies	XELLL	1,030	$69,546	0.01%
327	ConocoPhillips	COP	697	$69,121	0.01%
328	Eaton	ETN	206	$68,495	0.01%
329	Travelers	TRV	284	$68,353	0.01%
330	Lowes	L	800	$67,752	0.01%
331	BLOCK INC CL A	BSQKZ	795	$67,567	0.01%
332	IShares Mrnstar Large Cap Grwth ETF	464287119	750	$67,200	0.01%
333	Booking Holdings	BKNG	14	$67,183	0.01%
334	Vanguard Short Inflation Protected ETF	922020805	1,368	$66,239	0.01%
335	Main Street Capital Corp	56035L104	1,129	$66,137	0.01%
336	Eversource Energy	ES	1,129	$64,838	0.01%
337	PowerShares Water Resources	IVZ	980	$64,474	0.01%
338	Ingersoll Rand	IR	705	$63,774	0.01%
339	Qualcomm	QCOM	415	$63,752	0.01%
340	Trane Technologies	TT	172	$63,702	0.01%
341	MGE Energy	MGEE	670	$62,953	0.01%
342	iShares Russell Midcap Index	464287499	711	$62,852	0.01%
343	Automatic Data	ADP	213	$62,381	0.01%
344	Texas Instruments	882508104	316	$59,201	0.00%
345	DuPont	DD	776	$59,170	0.00%
346	iShares MSCI EFT World	464286392	374	$58,223	0.00%
347	PNC Financial Services Group	693475105	300	$57,855	0.00%
348	Freeport-McMoran	FCX	1,500	$57,120	0.00%
349	iShares TIPS Bond ETF	464287176	536	$57,111	0.00%
350	Vanguard Hi Div Yield Index ETF	921946406	447	$57,033	0.00%
351	Norwegian Cruise Lines	NCLH	2,200	$56,606	0.00%
352	Gilead Sciences	GILD	600	$55,422	0.00%
353	VULCAN MATLS CO COM	929160109	208	$53,504	0.00%
354	Starbucks	SBUX	582	$53,108	0.00%
355	iShares Core Aggressive ETF	464289859	691	$52,938	0.00%
356	Ecolab	ECL	225	$52,769	0.00%
357	FAIR ISAAC CORP COM	FICO	26	$52,296	0.00%
358	EBAY INC. COM	EBAY	839	$51,976	0.00%
359	Stryker	SYK	143	$51,491	0.00%
360	T-MOBILE US INC COM	TMUSZ	232	$51,209	0.00%
361	Dow Chemical	DOW	1,276	$51,206	0.00%
362	iShares MSCI USA Quality Factor ETF	46432F339	286	$50,931	0.00%
363	Public Service Enterprise	744573106	600	$50,694	0.00%
364	TECHNOLOGY SELECT SECTOR SPDR FUND	81369Y803	217	$50,457	0.00%
365	F5 Networks	FFIV	200	$50,294	0.00%
366	GATX	GATX	321	$49,742	0.00%
367	HILTON WORLDWIDE HLDGS INC COM	HLT	200	$49,440	0.00%
368	Glaxo Smithkline	GLAXF	1,456	$49,242	0.00%
369	Regeneron Pharmaceuticals	REGN	68	$48,438	0.00%
370	SYNOPSYS INC COM	SNPS	100	$48,363	0.00%
371	Imperial Oil	IMO	780	$48,048	0.00%
372	ISHARES RUSSELL 2000 ETF	464287655	217	$47,948	0.00%
373	Medtronic PLC	MDT	600	$47,928	0.00%
374	Rayonier	RYN	1,829	$47,737	0.00%
375	IBM	INTR	217	$47,703	0.00%
376	VANGUARD FTSE ALL-WORLD EX-US INDEX FUND	922042775	828	$47,521	0.00%
377	Truist Financial	89832Q109	1,094	$47,458	0.00%
378	Alarm.Com	ALRM	776	$47,181	0.00%
379	Vanguard Extended Market	922908652	245	$46,545	0.00%
380	TAPESTRY INC COM	TPR	704	$45,992	0.00%
381	Illumina	ILMN	344	$45,969	0.00%
382	Lam Research	LRCX	636	$45,938	0.00%
383	TAKE-TWO INTERACTIVE SOFTWARE COM	TTWO	246	$45,284	0.00%
384	NOVO-NORDISK A S ADR	NONOF	518	$44,558	0.00%
385	Honeywell Int'l	438516106	195	$44,049	0.00%
386	FACTSET RESH SYS INC COM	303075105	91	$43,705	0.00%
387	Graham Holdings	GHM	50	$43,596	0.00%
388	SEI INVTS CO COM	784117103	519	$42,807	0.00%
389	APOLLO GLOBAL MGMT INC COM	03769M106	259	$42,776	0.00%
390	Skyworks Solutions	SWKS	473	$41,929	0.00%
391	Vanguard Total World Stock ETF	922042742	345	$40,530	0.00%
392	JPMorgan Ultra-Short Income ETF	46641Q837	763	$38,432	0.00%
393	Expeditors Int'l	302130109	345	$38,216	0.00%
394	Campbell Soup	CPB	900	$37,692	0.00%
395	Brookfield Infra Partners Cl A	BIPC	934	$37,369	0.00%
396	ChevronTexaco	CVX	256	$37,079	0.00%
397	Union Pacific	UNP	162	$36,942	0.00%
398	Salesforce	CRM	110	$36,776	0.00%
399	Financial Select Sector SPDR Fund	81369Y605	759	$36,682	0.00%
400	Wells Fargo	949746101	516	$36,277	0.00%
401	Industrial Select Sector SPDR	81369Y704	273	$35,970	0.00%
402	METLIFE INC COM	MET-PF	427	$34,963	0.00%
403	Danaher	235851102	150	$34,433	0.00%
404	Lockheed Martin	LMT	70	$34,016	0.00%
405	Elevance Health	ELV	92	$33,939	0.00%
406	PayPal	PYPL	397	$33,884	0.00%
407	Novartis	NVSEF	346	$33,669	0.00%
408	Freshpet	FRPT	225	$33,325	0.00%
409	Analog Devices	ADI	155	$32,931	0.00%
410	GENERAL MTRS CO COM	37045V100	614	$32,708	0.00%
411	FLEX LTD ORD	FLEX	848	$32,555	0.00%
412	Corteva	CTVA	571	$32,524	0.00%
413	Williams Cos	969457100	600	$32,472	0.00%
414	UTILITIES SELECT SECTOR SPDR FUND	81369Y886	426	$32,244	0.00%
415	Intercontinental Exchange	45866F104	215	$32,106	0.00%
416	Yum Brands	YUM	239	$32,064	0.00%
417	General Mills	370334104	500	$31,885	0.00%
418	Nike	NKE	421	$31,857	0.00%
419	Fastenal	FAST	440	$31,640	0.00%
420	KLA Tencor	KLAC	50	$31,506	0.00%
421	SPDR Doubleline Total Return TTCL ETF	78467V848	795	$31,315	0.00%
422	Bank of America	060505104	712	$31,292	0.00%
423	MCKESSON CORP COM	MCK	55	$31,226	0.00%
424	Zoetis	ZTS	191	$31,120	0.00%
425	iShares Russell 3000 Index	464287689	93	$31,085	0.00%
426	DTE Energy	DTK	255	$30,812	0.00%
427	Ishares Core Us Aggregate Bond Etf	464287226	314	$30,398	0.00%
428	SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF	808524755	907	$30,121	0.00%
429	Comcast Cl A	CCZ	802	$30,099	0.00%
430	ISHARES RUSSELL MID-CAP GROWTH ETF	464287481	237	$30,040	0.00%
431	SCHWAB US DIVIDEND EQUITY ETF	808524797	1,099	$30,025	0.00%
432	American Tower	03027X100	160	$29,346	0.00%
433	EPAM Systems	EPAM	125	$29,228	0.00%
434	Essex Property Trust	297178105	101	$28,829	0.00%
435	Bank of New York	064058100	374	$28,734	0.00%
436	Howmet Aerospace	HWM	262	$28,655	0.00%
437	SCHWAB CHARLES CORP COM	SCHW-PJ	387	$28,642	0.00%
438	TE CONNECTIVITY PLC ORD SHS	TEL	200	$28,594	0.00%
439	Intuit	INTU	45	$28,283	0.00%
440	Solventum	SOLV	427	$28,208	0.00%
441	Baker Hughes	BKR	687	$28,181	0.00%
442	LENNAR CORP CL A	LEN-B	205	$27,956	0.00%
443	Axsome Therapeutics	AXSM	330	$27,921	0.00%
444	Mastercard	MA	53	$27,908	0.00%
445	Constellation Brands Inc Cl A	STZ	125	$27,625	0.00%
446	Applied Materials	038222105	168	$27,322	0.00%
447	ALNYLAM PHARMACEUTICALS INC COM	ALNY	114	$26,825	0.00%
448	Morgan Stanley	MS-PQ	213	$26,778	0.00%
449	Vanguard Growth ETF	922908736	64	$26,134	0.00%
450	American Express	AXP	87	$25,821	0.00%
451	Hasbro	HAS	458	$25,607	0.00%
452	PINTEREST INC CL A	PINS	880	$25,520	0.00%
453	MARVELL TECHNOLOGY INC COM	MRVL	231	$25,495	0.00%
454	Snowflake	SNOW	165	$25,478	0.00%
455	Nisource	NI	688	$25,291	0.00%
456	Sysco Corporation	SYY	328	$25,079	0.00%
457	VANGUARD DIVIDEND APPRECIATION ETF	921908844	128	$25,066	0.00%
458	VANGUARD SMALL-CAP ETF	922908751	104	$24,989	0.00%
459	Intercontinental Exchange	45866F104	167	$24,885	0.00%
460	Canadian Natural Resources	136385101	800	$24,696	0.00%
461	ALIBABA GROUP HLDG LTD SPONSORED ADS	BBAAY	286	$24,250	0.00%
462	Public Service Enterprise	744573106	287	$24,249	0.00%
463	JOHNSON CTLS INTL PLC SHS	G51502105	305	$24,074	0.00%
464	CrowdStrike	CRWD	69	$23,609	0.00%
465	WalMart	WMT	260	$23,491	0.00%
466	Raytheon Technologies	RTX	201	$23,260	0.00%
467	Mondelez	609207105	387	$23,116	0.00%
468	Abbott Labs	ABLZF	204	$23,074	0.00%
469	Royal Caribbean Cruises	V7780T103	100	$23,069	0.00%
470	CME Group	CME	99	$22,991	0.00%
471	Vanguard Long Term Gov't Bond ETF	92206C847	414	$22,915	0.00%
472	SAP SE SPON ADR	SAPGF	92	$22,605	0.00%
473	Adobe Systems	ADBE	50	$22,234	0.00%
474	JONES LANG LASALLE INC COM	JLL	88	$22,209	0.00%
475	Hilton Hotels 8	HLNCF	2,327	$22,200	0.00%
476	Expeditors Int'l	302130109	200	$22,183	0.00%
477	ISHARES U.S. TREASURY BOND ETF	46429B267	965	$22,176	0.00%
478	EOG Resources	EOG	179	$21,942	0.00%
479	Target	TGT	158	$21,346	0.00%
480	Webster Financial	947890109	386	$21,315	0.00%
481	AON PLC SHS CL A	AON	59	$21,190	0.00%
482	ON SEMICONDUCTOR CORP COM	ON	328	$20,680	0.00%
483	TJX Cos.	872540109	170	$20,538	0.00%
484	Nuveen Preferred & Income Opportunities Fund	NU	2,600	$20,436	0.00%
485	ENTEGRIS INC COM	ENTG	206	$20,418	0.00%
486	GE Vernova	GEV	62	$20,279	0.00%
487	LINDE PLC SHS	LIN	48	$20,096	0.00%
488	SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF	808524771	846	$20,033	0.00%
489	CVS Caremark	CVS	440	$19,752	0.00%
490	Taiwan Semiconductor	874039100	100	$19,683	0.00%
491	SIMON PPTY GROUP INC NEW COM	828806109	114	$19,632	0.00%
492	Vanguard S&P Small-Cap 600 Growth ETF	921932794	169	$19,612	0.00%
493	Ameriprise	03076C106	37	$19,610	0.00%
494	Cohen & Steers Quality Income Realty Fund	19247L106	1,600	$19,584	0.00%
495	DICKS SPORTING GOODS INC COM	253393102	85	$19,564	0.00%
496	Vanguard S&P 500 Index Fd ETF	922908363	36	$19,397	0.00%
497	Sempra Energy	SREA	219	$19,211	0.00%
498	Sysco Corporation	SYY	250	$19,115	0.00%
499	BWX TECHNOLOGIES INC COM	BWXT	171	$19,048	0.00%
500	Aldeyra Therapeutics	ALDX	3,800	$18,962	0.00%