13F HOLDINGS REPORT

Washington Trust Advisors, Inc.

Quarter ended Q1 2025 · Filed April 25, 2025 · Accession 0001900099-25-000002

Total Value

$1.13B

Positions

773

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (500)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	Apple	AAPL	299,689	$66.6M	5.92%
2	Visa	V	142,813	$50.1M	4.45%
3	Quanta Services	74762E102	188,231	$47.8M	4.25%
4	Meta Platforms	META	76,902	$44.3M	3.94%
5	Palo Alto Networks	PANW	249,940	$42.6M	3.79%
6	Berkshire Hathaway B	BRK-A	77,742	$41.4M	3.68%
7	Amazon	AMZN	214,827	$40.9M	3.63%
8	Booking Holdings	BKNG	8,100	$37.3M	3.32%
9	Alphabet Cl C	GOOG	225,462	$35.2M	3.13%
10	Deere & Co	DE	68,608	$32.2M	2.86%
11	ResMed	RSMDF	128,315	$28.7M	2.55%
12	Alphabet Cl A	GOOG	174,968	$27.1M	2.41%
13	IQVIA Holdings	IQV	136,375	$24.0M	2.14%
14	Uber Technologies	UBER	313,887	$22.9M	2.03%
15	Becton Dickinson	BDX	95,852	$22.0M	1.95%
16	Jacobs Solutions	J	167,424	$20.2M	1.80%
17	Air Products	AIIR	67,545	$19.9M	1.77%
18	NVIDIA	NVDA	178,847	$19.4M	1.72%
19	PepsiCo	PEP	127,746	$19.2M	1.70%
20	Regeneron Pharmaceuticals	REGN	29,427	$18.7M	1.66%
21	Schwab Fundamental U.S. Large Company ETF	808524771	782,061	$18.5M	1.64%
22	Starbucks	SBUX	188,036	$18.4M	1.64%
23	Microsoft	MSFT	44,283	$16.6M	1.48%
24	Walt Disney Company	254687106	144,124	$14.2M	1.26%
25	Zebra Tech	ZBRA	49,694	$14.0M	1.25%
26	Vanguard S&P 500 Index Fd ETF	922908363	23,340	$12.0M	1.07%
27	Brookfield Renewable Corp	BEPC	425,765	$11.9M	1.06%
28	American Tower	03027X100	54,571	$11.9M	1.06%
29	Ecolab	ECL	42,647	$10.8M	0.96%
30	Veeva Systems	VEEV	45,498	$10.5M	0.94%
31	Exxon Mobil	XOM	82,598	$9.8M	0.87%
32	PayPal	PYPL	144,199	$9.4M	0.84%
33	Invitation Homes	INVH	269,401	$9.4M	0.83%
34	Chewy	CHWY	279,601	$9.1M	0.81%
35	Intuitive Surgical	ISRG	17,638	$8.7M	0.78%
36	Snowflake	SNOW	57,399	$8.4M	0.75%
37	Nike	NKE	131,071	$8.3M	0.74%
38	Edwards Lifesciences	EW	112,889	$8.2M	0.73%
39	Vanguard Growth ETF	922908736	21,590	$8.0M	0.71%
40	Alexandria Real Estate Equities	015271109	84,583	$7.8M	0.70%
41	Johnson & Johnson	JNJ	45,351	$7.5M	0.67%
42	Xylem	XYL	62,836	$7.5M	0.67%
43	SPDR Tr (S&P 500)	SPY	13,311	$7.4M	0.66%
44	JP Morgan Chase	VYLD	30,285	$7.4M	0.66%
45	WalMart	WMT	83,328	$7.3M	0.65%
46	Schwab Fundamental International Equity ETF	808524755	182,210	$6.6M	0.59%
47	Sphere Entertainment	SPHR	192,912	$6.3M	0.56%
48	Kinder Morgan	EP-PC	203,806	$5.8M	0.52%
49	Vanguard Value Index	922908744	32,023	$5.5M	0.49%
50	Penumbra	PEN	20,676	$5.5M	0.49%
51	IBM	INTR	21,661	$5.4M	0.48%
52	iShares IBOXX High Yield Bond Index	464288513	58,624	$4.6M	0.41%
53	Automatic Data	ADP	13,133	$4.0M	0.36%
54	Berkshire Hathaway A	BRK-A	5	$4.0M	0.35%
55	Coca Cola	KO	53,681	$3.8M	0.34%
56	Vanguard Total Stock VIPERS	922908769	13,259	$3.6M	0.32%
57	Abbott Labs	ABLZF	26,826	$3.6M	0.32%
58	Cisco Systems	CSCO	54,530	$3.4M	0.30%
59	AbbVie	ABBV	15,882	$3.3M	0.30%
60	Vanguard FTSE Dev Markets	921943858	59,887	$3.0M	0.27%
61	Diageo PLC	DGEAF	28,261	$3.0M	0.26%
62	Proctor & Gamble	742718109	17,291	$2.9M	0.26%
63	Schwab US TIPS ETF	808524870	105,666	$2.8M	0.25%
64	Vanguard Tax-Exempt Bond ETF	922907746	56,422	$2.8M	0.25%
65	Vail Resorts	MTN	16,632	$2.7M	0.24%
66	United Parcel Service	UPS	22,170	$2.4M	0.22%
67	Vanguard Mid-Cap Value ETF	922908512	14,945	$2.4M	0.21%
68	Home Depot	HD	6,464	$2.4M	0.21%
69	Vanguard Small-Cap ETF	922908751	10,502	$2.3M	0.21%
70	Globus Medical	GMED	27,136	$2.0M	0.18%
71	iShares MSCI EAFE	464287465	22,660	$1.9M	0.16%
72	Eaton	ETN	6,724	$1.8M	0.16%
73	Vanguard Short Term Corp Bond Index	92206C409	21,087	$1.7M	0.15%
74	Vanguard Total Bond Market ETF	921937835	22,554	$1.7M	0.15%
75	Lowe's	548661107	6,849	$1.6M	0.14%
76	Vanguard Mid-Cap Growth ETF	922908538	6,474	$1.6M	0.14%
77	American Express	AXP	5,870	$1.6M	0.14%
78	GE Aerospace	369604301	7,689	$1.5M	0.14%
79	Evercore Partners	EVR	7,008	$1.4M	0.12%
80	DocuSign	DOCU	17,013	$1.4M	0.12%
81	DFA US Core Equity ETF	25434V104	34,992	$1.3M	0.12%
82	Raytheon Technologies	RTX	10,069	$1.3M	0.12%
83	McDonald's	MCD	4,188	$1.3M	0.12%
84	FedEx	FDX	5,241	$1.3M	0.11%
85	BlackRock	BLK	1,333	$1.3M	0.11%
86	Pfizer	PFE	47,537	$1.2M	0.11%
87	CSW Industrials	CSW	4,100	$1.2M	0.11%
88	Microsoft	MSFT	3,177	$1.2M	0.11%
89	Moody's	MCO	2,555	$1.2M	0.11%
90	ChevronTexaco	CVX	6,853	$1.1M	0.10%
91	NVIDIA	NVDA	10,555	$1.1M	0.10%
92	Thermo Fisher Scientific	TMO	2,298	$1.1M	0.10%
93	Brookfield Corp	11271J107	21,558	$1.1M	0.10%
94	iShares MSCI Emerging Markets	464287234	24,647	$1.1M	0.10%
95	Union Pacific	UNP	4,536	$1.1M	0.10%
96	ICON plc	ICLR	6,025	$1.1M	0.09%
97	iShares S&P 500	464287200	1,865	$1.0M	0.09%
98	Amazon	AMZN	5,502	$1.0M	0.09%
99	Amentum Holdings	AMTM	53,846	$979,997	0.09%
100	iShares Core S&P Mid Cap	464287507	16,624	$970,005	0.09%
101	Vanguard Small-Cap Growth ETF	922908595	3,785	$952,949	0.08%
102	Caterpillar	CAT	2,726	$898,997	0.08%
103	Schwab US Dividend Equity ETF	808524797	31,459	$879,594	0.08%
104	Apple	AAPL	3,956	$878,746	0.08%
105	Emerson Electric	EMR	7,797	$854,863	0.08%
106	Philip Morris Int'l	718172109	5,300	$841,269	0.07%
107	iShares iBonds Dec 2025 Term Treasury ETF	46436E866	35,842	$837,628	0.07%
108	iShares Russell Growth	464287614	2,285	$824,920	0.07%
109	Meta Platforms	META	1,392	$802,293	0.07%
110	iShares Russell 1000 Value ETF	464287598	4,221	$794,259	0.07%
111	iShares Russell Growth	464287614	2,154	$777,788	0.07%
112	Vanguard Emerging Markets	922042858	17,146	$776,029	0.07%
113	Merck	MRK	8,572	$769,446	0.07%
114	Costco Companies	22160K105	758	$716,901	0.06%
115	Equinix Inc	EQIX	869	$708,539	0.06%
116	Aptiv plc	APTV	11,894	$707,693	0.06%
117	Schwab Fundamental U.S. Small Company ETF	808524763	25,372	$694,939	0.06%
118	PPG	693506107	6,326	$691,748	0.06%
119	DFA Core Fixed Income ETF	25434V872	16,359	$688,060	0.06%
120	Prologis Inc	PLDGP	6,000	$670,740	0.06%
121	iShares Core MSCI EAFE	46432F842	8,798	$665,569	0.06%
122	GE Vernova	GEV	2,169	$662,152	0.06%
123	iShares Core MSCI EAFE	46432F842	8,657	$654,902	0.06%
124	iShares S&P Small Cap 600	464287804	6,102	$638,035	0.06%
125	Schlumberger	SLB	14,975	$625,955	0.06%
126	Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	NVGLF	5,378	$592,010	0.05%
127	Visa	V	1,686	$591,013	0.05%
128	Alphabet Cl A	GOOG	3,698	$571,859	0.05%
129	NBT Bancorp	NBTB	12,988	$557,185	0.05%
130	ARM Holdings PLC Sponsored ADS	042068205	4,997	$533,630	0.05%
131	iShares iBonds Dec 2026 Term Treasury ETF	46436E858	22,310	$511,791	0.05%
132	Invesco Nasdaq 100 ETF	IVZ	2,619	$505,519	0.04%
133	DFA Tax Advantaged US Core Equity 2	25434V708	14,546	$479,873	0.04%
134	Lilly	LLY	580	$479,028	0.04%
135	ITT	ITT	3,703	$478,279	0.04%
136	SPDR S&P Dividend ETF IV	78464A763	3,455	$468,774	0.04%
137	Equifax	EFX	1,878	$457,406	0.04%
138	AT&T	T-PC	16,136	$456,326	0.04%
139	Lilly	LLY	550	$454,343	0.04%
140	Guidewire Software	GWRE	2,340	$438,422	0.04%
141	Netflix	NFLX	469	$437,551	0.04%
142	Tesla	TSLA	1,683	$436,060	0.04%
143	Franklin Electric	FELE	4,600	$431,848	0.04%
144	Schwab International Equity ETF	808524805	21,228	$419,890	0.04%
145	NextEra Energy	NEE-PW	5,688	$403,222	0.04%
146	Verizon	VZ	8,767	$397,671	0.04%
147	Goldman Sachs	GSCE	725	$396,060	0.04%
148	iShares Core MSCI Emerging Markets	46434G103	7,145	$385,616	0.03%
149	iShares Core High Dividend ETF	46429B663	3,182	$385,404	0.03%
150	SPDR Gold Trust	GLD	1,299	$374,294	0.03%
151	Illumina	ILMN	4,709	$373,612	0.03%
152	Ingredion	INGR	2,720	$367,771	0.03%
153	Altria	MO	5,975	$358,620	0.03%
154	Carrier Global	CARR	5,579	$353,709	0.03%
155	Broadcom	AVGO	2,075	$347,417	0.03%
156	Vanguard Small Cap Value ETF	922908611	1,826	$340,085	0.03%
157	Reinsurance Group	759351604	1,713	$337,352	0.03%
158	DFA International Core Equity Market ETF	25434V203	10,725	$334,942	0.03%
159	Wells Fargo	949746101	4,596	$329,947	0.03%
160	JP Morgan Chase	VYLD	1,331	$326,494	0.03%
161	Arrow Financial	042744102	12,310	$323,630	0.03%
162	Texas Instruments	882508104	1,800	$323,460	0.03%
163	iShares MSCI USA Momentum Factor	46432F396	1,600	$323,408	0.03%
164	Vanguard Total Bond Market ETF	921937835	4,378	$321,595	0.03%
165	Alerian MLP ETF	00162Q452	6,148	$319,327	0.03%
166	Palantir Technologies	PLTR	3,735	$315,234	0.03%
167	Qualcomm	QCOM	2,046	$314,286	0.03%
168	Broadridge Financial Solutions	11133T103	1,286	$311,804	0.03%
169	DFA Tax Managed US Equity	25434V401	5,087	$307,662	0.03%
170	Canadian Pacific Kansas City	CP	4,370	$306,818	0.03%
171	Duke Energy	DUKB	2,505	$305,535	0.03%
172	Vanguard Mid Cap Index Fund ETF	922908629	1,177	$304,396	0.03%
173	Exxon Mobil	XOM	2,556	$303,985	0.03%
174	Brookfield Infrastructure Partners LP	G16252101	10,083	$300,373	0.03%
175	Tesla	TSLA	1,150	$298,034	0.03%
176	Invesco S&P Global Water Index ETF	IVZ	5,252	$292,484	0.03%
177	Mondelez	609207105	4,268	$289,584	0.03%
178	Schwab Emerging Markets Equity ETF	808524706	10,337	$284,991	0.03%
179	UnitedHealth Group	UNH	544	$284,920	0.03%
180	iShares S&P 500	464287200	492	$276,631	0.02%
181	iShares Core MSCI Emerging Markets	46434G103	5,063	$273,250	0.02%
182	Bristol Myers-Squibb	CELG-RI	4,475	$272,930	0.02%
183	AbbVie	ABBV	1,291	$270,490	0.02%
184	Amgen	AMGN	868	$270,343	0.02%
185	DFA Tax-Managed US Marketwide Value	25434V724	6,468	$266,546	0.02%
186	SPDR Bloomberg 1-3 Month T-Bill ETF	78468R663	2,901	$266,109	0.02%
187	Dimensional U.S. Small Cap ETF	25434V500	4,287	$256,148	0.02%
188	Suncor	SU	6,561	$254,042	0.02%
189	North European Royalty Trust	659310106	53,432	$252,733	0.02%
190	3M Company	MMM	1,710	$251,131	0.02%
191	Walt Disney Company	254687106	2,533	$250,007	0.02%
192	Alliant Energy	LNT	3,866	$248,777	0.02%
193	Schwab Interm Gov't ETF	808524854	10,000	$248,600	0.02%
194	Waste Management	94106L109	1,057	$244,706	0.02%
195	Otis Worldwide	OTIS	2,300	$237,360	0.02%
196	Monster Beverage Corp	MNST	4,056	$237,357	0.02%
197	Trane Technologies	TT	700	$235,844	0.02%
198	Dimensional Short-Duration Fixed Income ETF	25434V864	4,910	$233,323	0.02%
199	Transdigm Group Inc	TDG	166	$229,626	0.02%
200	Salesforce	CRM	850	$227,996	0.02%
201	Paychex	PAYX	1,470	$226,792	0.02%
202	M & T Bank	55261F104	1,238	$221,293	0.02%
203	Brookfield Asset Management	113004105	4,495	$217,783	0.02%
204	Fiserv Inc	FISV	985	$217,518	0.02%
205	Allstate	ALL-PJ	1,050	$217,424	0.02%
206	Shell Adr	RYDAF	2,878	$210,900	0.02%
207	Alphabet Cl C	GOOG	1,346	$210,286	0.02%
208	Minerals Tech	MTX	3,300	$209,781	0.02%
209	Berkshire Hathaway B	BRK-A	390	$207,706	0.02%
210	Ameriprise	03076C106	420	$203,326	0.02%
211	Nisource	NI	5,000	$200,450	0.02%
212	Vanguard Large-Cap ETF	922908637	773	$198,684	0.02%
213	Cognizant Tech	CTSH	2,565	$196,223	0.02%
214	Align Technology	ALGN	1,205	$191,426	0.02%
215	Home Depot	HD	514	$188,376	0.02%
216	Oracle	ORCL-PD	1,341	$187,446	0.02%
217	Intel	INTC	8,248	$187,312	0.02%
218	Bank of New York	064058100	2,230	$187,030	0.02%
219	iShares S&P 500/Barra Growth	464287309	2,012	$186,774	0.02%
220	Boeing	BA-PA	1,090	$185,900	0.02%
221	Thermo Fisher Scientific	TMO	369	$183,614	0.02%
222	iShares Russell Mid-Cap Growth ETF	464287481	1,523	$178,937	0.02%
223	UnitedHealth Group	UNH	341	$178,448	0.02%
224	Bank of America	060505104	4,200	$175,278	0.02%
225	Progressive Corp	743315103	599	$169,523	0.02%
226	Proctor & Gamble	742718109	988	$168,429	0.01%
227	Invesco S&P 500 Equal Weight	IVZ	949	$164,395	0.01%
228	Zoetis	ZTS	991	$163,168	0.01%
229	Accenture	ACN	517	$161,325	0.01%
230	Brookfield Renewable	G16258108	7,201	$159,574	0.01%
231	WalMart	WMT	1,815	$159,339	0.01%
232	Global X NASDAQ 100 Cov Call	37954Y483	9,535	$158,561	0.01%
233	General Dynamics Corp	GD	576	$157,006	0.01%
234	BlackRock	BLK	161	$152,383	0.01%
235	Invesco S&P 500	IVZ	3,300	$151,866	0.01%
236	GE Healthcare Technologies	GEHC	1,845	$148,910	0.01%
237	Check Point Software	M22465104	650	$148,148	0.01%
238	Mastercard	MA	268	$146,907	0.01%
239	United Dominion Realty Trust	UDR	3,242	$146,441	0.01%
240	Vertex Pharmaceuticals	VRTX	298	$144,476	0.01%
241	Consol Edison	ED	1,300	$143,767	0.01%
242	Trane Technologies	TT	419	$141,045	0.01%
243	Oracle	ORCL-PD	1,000	$139,810	0.01%
244	iShares Russell 2000 Value ETF	464287630	925	$139,657	0.01%
245	American Water Works	030420103	938	$138,374	0.01%
246	Texas Roadhouse	TXRH	830	$138,303	0.01%
247	Intuitive Surgical	ISRG	275	$136,006	0.01%
248	Enbridge	ENNPF	3,060	$135,589	0.01%
249	Marsh & McLennan	571748102	550	$134,217	0.01%
250	U.S. Bancorp	USB-PS	3,168	$133,753	0.01%
251	Curtiss Wright	CW	420	$133,406	0.01%
252	Nutrien	NTR	2,676	$132,917	0.01%
253	Goldman Sachs	GSCE	241	$131,656	0.01%
254	SPDR Gold Minishares Trust	GLDW	2,109	$130,526	0.01%
255	Colgate Palmolive	CL	1,352	$126,682	0.01%
256	DFA Emerging Core Equity Market ETF	25434V302	4,770	$123,495	0.01%
257	GE Aerospace	369604301	616	$123,292	0.01%
258	IShares Edge MSCI Min VOL USA ETF	46429B697	1,300	$121,758	0.01%
259	Lam Research	LRCX	1,657	$120,464	0.01%
260	Shopify Inc	SHOP	1,257	$120,018	0.01%
261	Kimberly-Clark	KMB	835	$118,754	0.01%
262	Norfolk Southern	655844108	500	$118,425	0.01%
263	Snap On	SNA	350	$117,954	0.01%
264	SPDR S&P 500 Fossil Fues Res ETF	78468R796	2,544	$116,388	0.01%
265	Vanguard Utilities ETF	92204A876	680	$116,151	0.01%
266	Williams Cos	969457100	1,915	$114,440	0.01%
267	VanEck Semiconductor ETF	92189F676	540	$114,194	0.01%
268	Sempra Energy	SREA	1,600	$114,176	0.01%
269	Central Fund Of Canada Ltd	SII	4,000	$113,640	0.01%
270	Willis Towers Watson	WTW	336	$113,551	0.01%
271	Uber Technologies	UBER	1,546	$112,642	0.01%
272	Dominion Resources	D	2,000	$112,140	0.01%
273	Stryker	SYK	300	$111,675	0.01%
274	Capital Southwest	CSWC	5,000	$111,600	0.01%
275	Cummins Inc	CMI	343	$107,510	0.01%
276	Honeywell Int'l	438516106	500	$105,875	0.01%
277	Neogen	NEOG	11,827	$102,540	0.01%
278	Yum Brands	YUM	640	$100,710	0.01%
279	Adobe Systems	ADBE	262	$100,485	0.01%
280	Elevance Health	ELV	230	$100,041	0.01%
281	Vanguard Health Care Index ETF	92204A504	376	$99,538	0.01%
282	Enterprise Products	293792107	2,900	$99,006	0.01%
283	Prologis Inc	PLDGP	869	$97,146	0.01%
284	DTE Energy	DTK	700	$96,789	0.01%
285	Sherwin Williams	SHW	276	$96,376	0.01%
286	iShares Nat'l Muni Bond ETF	464288414	900	$94,896	0.01%
287	Edison Intl	281020107	1,600	$94,272	0.01%
288	Johnson & Johnson	JNJ	565	$93,700	0.01%
289	WisdomTree US Large Cap Dividend	WT	1,175	$93,260	0.01%
290	Amgen	AMGN	299	$93,068	0.01%
291	iShares Russell Mid-Cap Value ETF	464287473	737	$92,878	0.01%
292	Spotify Technology A	SPOT	166	$91,433	0.01%
293	Autodesk Inc	ADSK	347	$90,845	0.01%
294	Health Care Select SPDR	81369Y209	615	$89,796	0.01%
295	3D Systems	88554D205	42,165	$89,390	0.01%
296	PIMCO Enhanced Short Maturity Active ETF	72201R833	880	$88,546	0.01%
297	Servicenow	NOW	111	$88,155	0.01%
298	Invesco FTSE RAFI US 1000 ETF	IVZ	2,177	$87,973	0.01%
299	Wisdomtree International MidCap Dividend	WT	1,312	$86,841	0.01%
300	Workday Inc A	WDAY	364	$85,027	0.01%
301	DFA Tax Adv World ex US Core Eq	25434V880	3,207	$84,023	0.01%
302	Palo Alto Networks	PANW	490	$83,614	0.01%
303	Invesco QQQ ETF	IVZ	175	$82,061	0.01%
304	CSX	CSX	2,760	$81,227	0.01%
305	Fair Isaac Corp	FICO	44	$80,581	0.01%
306	Advanced Micro Devices Inc	AMD	769	$79,007	0.01%
307	Morgan Stanley	MS-PQ	665	$77,586	0.01%
308	First Trust Value Dividend Index ETF	33734H106	1,725	$76,918	0.01%
309	Boston Scientific Corp	BSX	752	$75,862	0.01%
310	Travelers	TRV	285	$75,266	0.01%
311	Unilever PLC	UNLYF	1,256	$74,795	0.01%
312	Vanguard Real Estate ETF	922908553	819	$74,152	0.01%
313	ConocoPhillips	COP	697	$73,199	0.01%
314	Xcel Energies	XELLL	1,030	$72,914	0.01%
315	Consumer Staples Select SPDR	81369Y308	892	$72,850	0.01%
316	Dover	DOV	400	$70,272	0.01%
317	Eversource Energy	ES	1,129	$70,122	0.01%
318	Blackstone Group LP	BX	499	$69,750	0.01%
319	Broadcom	AVGO	410	$68,646	0.01%
320	Vanguard Short Inflation Protected ETF	922020805	1,368	$68,263	0.01%
321	Boeing	BA-PA	400	$68,220	0.01%
322	NextEra Energy	NEE-PW	959	$67,984	0.01%
323	iShares S&P Small Cap 600/Barra Value	464287879	694	$67,651	0.01%
324	Chipotle Mexican Grill	CMG	1,344	$67,482	0.01%
325	Gilead Sciences	GILD	600	$67,230	0.01%
326	MidCap SPDR Trust	MDY	125	$66,685	0.01%
327	KKR & Co Inc	KKRT	573	$66,245	0.01%
328	Jefferies Finl	47233W109	1,232	$65,998	0.01%
329	Main Street Capital Corp	56035L104	1,129	$63,856	0.01%
330	Qualcomm	QCOM	415	$63,748	0.01%
331	PowerShares Water Resources	IVZ	980	$63,230	0.01%
332	Regeneron Pharmaceuticals	REGN	99	$62,789	0.01%
333	Eaton Vance Enhanced Equity Income Fund II	ETN	2,965	$62,562	0.01%
334	MGE Energy	MGEE	670	$62,283	0.01%
335	IShares Mrnstar Large Cap Grwth ETF	464287119	750	$60,743	0.01%
336	LPL Finl Hldgs Inc	50212V100	185	$60,646	0.01%
337	Texas Instruments	882508104	337	$60,559	0.01%
338	iShares Russell Midcap Index	464287499	711	$60,485	0.01%
339	Howmet Aerospace	HWM	462	$59,935	0.01%
340	Lowes	L	650	$59,742	0.01%
341	iShares TIPS Bond ETF	464287176	536	$59,544	0.01%
342	DuPont	DD	776	$57,952	0.01%
343	Vanguard Hi Div Yield Index ETF	921946406	447	$57,645	0.01%
344	iShares MSCI EFT World	464286392	374	$57,354	0.01%
345	Starbucks	SBUX	582	$57,088	0.01%
346	Booking Holdings	BKNG	12	$56,951	0.01%
347	O'Reilly Automotive Inc	67103H107	40	$56,908	0.01%
348	Freeport-McMoran	FCX	1,500	$56,790	0.01%
349	Ingersoll Rand	IR	705	$56,421	0.01%
350	Imperial Oil	IMO	780	$56,410	0.01%
351	Glaxo Smithkline	GLAXF	1,456	$56,405	0.01%
352	Doordash Inc	DASH	306	$55,928	0.00%
353	Novo-Nordisk A S ADR	NONOF	778	$54,024	0.00%
354	Medtronic PLC	MDT	600	$53,916	0.00%
355	Synopsis Inc	SNPS	125	$53,565	0.00%
356	Rayonier	RYN	1,921	$53,557	0.00%
357	Stryker	SYK	143	$53,236	0.00%
358	iShares Core Aggressive ETF	464289859	691	$52,862	0.00%
359	PNC Financial Services Group	693475105	300	$52,731	0.00%
360	EBay Inc	EBAY	770	$52,152	0.00%
361	T-Mobile US Inc	TMUSZ	190	$50,675	0.00%
362	GATX	GATX	321	$49,842	0.00%
363	Public Service Enterprise	744573106	600	$49,380	0.00%
364	Gallagher Arthur J&Co	363576109	142	$48,896	0.00%
365	Graham Holdings	GHM	50	$48,043	0.00%
366	Alnylam Pharmaceuticals Inc	ALNY	175	$47,226	0.00%
367	Weyerhaeuser	WY	1,600	$46,848	0.00%
368	ChevronTexaco	CVX	279	$46,674	0.00%
369	IBM	INTR	186	$46,251	0.00%
370	Lam Research	LRCX	636	$46,237	0.00%
371	Cintas	CTAS	222	$45,581	0.00%
372	Hilton Worldwide Hldgs Inc	HLT	200	$45,518	0.00%
373	Danaher	235851102	220	$45,177	0.00%
374	Truist Financial	89832Q109	1,094	$45,018	0.00%
375	Technology Select Sector SPDR Fund	81369Y803	217	$44,806	0.00%
376	Dow Chemical	DOW	1,276	$44,558	0.00%
377	Consumer Discretionary Select SPDR	81369Y407	224	$44,231	0.00%
378	Wells Fargo	949746101	616	$44,223	0.00%
379	iShares Russell 2000 ETF	464287655	217	$43,289	0.00%
380	Take-Two Interactive Software	TTWO	204	$42,279	0.00%
381	Vanguard Extended Market	922908652	245	$42,204	0.00%
382	Elevance Health	ELV	97	$42,191	0.00%
383	Norwegian Cruise Lines	NCLH	2,200	$41,712	0.00%
384	Expeditors Int'l	302130109	345	$41,486	0.00%
385	Kadant Inc	KAI	123	$41,440	0.00%
386	Factset	303075105	91	$41,372	0.00%
387	Honeywell Int'l	438516106	195	$41,291	0.00%
388	Block Inc	BSQKZ	759	$41,236	0.00%
389	iShares Russell Midcap Index	464287499	484	$41,152	0.00%
390	Ecolab	ECL	161	$40,865	0.00%
391	Union Pacific	UNP	172	$40,633	0.00%
392	SEI Investments Co	784117103	519	$40,290	0.00%
393	McKesson Corp	MCK	58	$39,066	0.00%
394	Intercontinental Exchange	45866F104	226	$38,985	0.00%
395	JPMorgan Ultra-Short Income ETF	46641Q837	763	$38,631	0.00%
396	Novartis	NVSEF	346	$38,572	0.00%
397	Alibaba Group	BBAAY	286	$37,818	0.00%
398	Yum Brands	YUM	239	$37,609	0.00%
399	DTE Energy	DTK	264	$36,535	0.00%
400	Corteva	CTVA	571	$35,933	0.00%
401	Campbell Soup	CPB	900	$35,928	0.00%
402	Williams Cos	969457100	600	$35,856	0.00%
403	Bank of America	060505104	839	$35,011	0.00%
404	American Tower	03027X100	160	$34,816	0.00%
405	MetLife	MET-PF	432	$34,685	0.00%
406	Fastenal	FAST	440	$34,122	0.00%
407	KLA Tencor	KLAC	50	$33,990	0.00%
408	Apollo Global Mgmt Inc	03769M106	247	$33,824	0.00%
409	Charles Schwab Corp	SCHW-PJ	432	$33,817	0.00%
410	Comcast Cl A	CCZ	912	$33,653	0.00%
411	TE Connectivity PLC	TEL	238	$33,634	0.00%
412	Schwab Fundamental International Equity ETF	808524755	907	$32,779	0.00%
413	Brookfield Infra Partners Cl A	BIPC	901	$32,607	0.00%
414	SPDR Doubleline Total Return TTCL ETF	78467V848	795	$32,031	0.00%
415	Vanguard Total World Stock ETF	922042742	276	$32,019	0.00%
416	Intuit	INTU	52	$31,927	0.00%
417	Bank of New York	064058100	374	$31,367	0.00%
418	Lockheed Martin	LMT	70	$31,270	0.00%
419	Analog Devices	ADI	155	$31,259	0.00%
420	Essex Property Trust	297178105	101	$30,964	0.00%
421	Danaher	235851102	150	$30,750	0.00%
422	Schwab US Dividend Equity ETF	808524797	1,099	$30,728	0.00%
423	Nike	NKE	475	$30,153	0.00%
424	Abbott Labs	ABLZF	226	$29,979	0.00%
425	General Mills	370334104	500	$29,895	0.00%
426	Zimmer Biomet	ZBH	262	$29,653	0.00%
427	iShares Russell 3000 Index	464287689	93	$29,541	0.00%
428	Salesforce	CRM	110	$29,520	0.00%
429	Baker Hughes	BKR	668	$29,359	0.00%
430	Axsome Therapeutics	AXSM	250	$29,158	0.00%
431	Mastercard	MA	53	$29,050	0.00%
432	Intercontinental Exchange	45866F104	167	$28,808	0.00%
433	Tapestry Inc	TPR	404	$28,446	0.00%
434	Hasbro	HAS	458	$28,162	0.00%
435	iShares Russell Mid-Cap Growth ETF	464287481	237	$27,845	0.00%
436	Intuit	INTU	45	$27,630	0.00%
437	Nisource	NI	688	$27,582	0.00%
438	General Motors	37045V100	572	$26,901	0.00%
439	F5 Networks	FFIV	100	$26,627	0.00%
440	Raytheon Technologies	RTX	201	$26,624	0.00%
441	CME Group	CME	99	$26,264	0.00%
442	Palantir Technologies	PLTR	309	$26,080	0.00%
443	EOG Resources	EOG	203	$26,033	0.00%
444	Ishares Core Us Aggregate Bond Etf	464287226	263	$25,987	0.00%
445	PayPal	PYPL	397	$25,904	0.00%
446	Flex Ltd	FLEX	781	$25,835	0.00%
447	PepsiCo	PEP	167	$25,040	0.00%
448	Pinterest Inc	PINS	806	$24,974	0.00%
449	Vanguard Dividend Appreciation ETF	921908844	128	$24,831	0.00%
450	Johnson Ctls Inl PLC	G51502105	305	$24,434	0.00%
451	Applied Materials	038222105	168	$24,380	0.00%
452	CrowdStrike	CRWD	69	$24,328	0.00%
453	Expeditors Int'l	302130109	200	$24,081	0.00%
454	Hilton Hotels 8	HLNCF	2,327	$23,945	0.00%
455	Vanguard Long Term Gov't Bond ETF	92206C847	414	$23,851	0.00%
456	Public Service Enterprise	744573106	287	$23,620	0.00%
457	AON PLC A	AON	59	$23,546	0.00%
458	American Express	AXP	87	$23,407	0.00%
459	Jones Lang Lasalle Inc	JLL	93	$23,170	0.00%
460	Vanguard Small-Cap ETF	922908751	104	$23,062	0.00%
461	Electronic Arts Inc	EA	159	$22,979	0.00%
462	Constellation Brands Inc Cl A	STZ	125	$22,940	0.00%
463	Linde PLC	LIN	48	$22,351	0.00%
464	iShares U.s. Treasury Bond ETF	46429B267	965	$22,181	0.00%
465	Morgan Stanley	MS-PQ	190	$22,167	0.00%
466	Lennar Corp	LEN-B	192	$22,038	0.00%
467	Aldeyra Therapeutics	ALDX	3,800	$21,850	0.00%
468	EPAM Systems	EPAM	125	$21,105	0.00%
469	TJX Cos.	872540109	170	$20,706	0.00%
470	Nuveen Preferred & Income Opportunities Fund	NU	2,600	$20,696	0.00%
471	Royal Caribbean Cruises	V7780T103	100	$20,544	0.00%
472	Illumina	ILMN	257	$20,390	0.00%
473	Deere & Co	DE	43	$20,182	0.00%
474	Axon Enterprise Inc	AXON	38	$20,058	0.00%
475	Schwab Fundamental U.S. Large Company ETF	808524771	846	$19,974	0.00%
476	AT&T	T-PC	700	$19,796	0.00%
477	Starwood Property Trust	STHO	1,000	$19,770	0.00%
478	American Elec Pwr	025537101	180	$19,669	0.00%
479	CVS Caremark	CVS	290	$19,648	0.00%
480	S&P Global Inc	SPGI	38	$19,308	0.00%
481	Adobe Systems	ADBE	50	$19,177	0.00%
482	Southern Copper	SCCO	201	$18,787	0.00%
483	Sysco Corporation	SYY	250	$18,760	0.00%
484	Hilton Hotels 8	HLNCF	1,820	$18,728	0.00%
485	Freshpet	FRPT	225	$18,713	0.00%
486	Simon Property Group	828806109	112	$18,601	0.00%
487	Vanguard S&P 500 Index Fd ETF	922908363	36	$18,501	0.00%
488	Southern	SOMN	200	$18,363	0.00%
489	Okta Inc	OKTA	174	$18,308	0.00%
490	Enbridge	ENNPF	409	$18,123	0.00%
491	Vanguard S&P Small-Cap 600 Growth ETF	921932794	169	$18,077	0.00%
492	Bellring Brands Inc	BRBR	242	$18,019	0.00%
493	GE Vernova	GEV	59	$17,966	0.00%
494	Ameriprise	03076C106	37	$17,831	0.00%
495	Biomarin Paharmaceutical	BMRN	252	$17,814	0.00%
496	Becton Dickinson	BDX	76	$17,409	0.00%
497	Old Dominion Freight Lines	ODFL	105	$17,382	0.00%
498	Sempra Energy	SREA	243	$17,340	0.00%
499	DuPont	DD	229	$17,102	0.00%
500	Shell Adr	RYDAF	233	$17,074	0.00%