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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

Ascent Group, LLC

Quarter ended Q2 2025 · Filed July 21, 2025 · Accession 0001913231-25-000003

Total Value
$2.57B
Positions
2,609
Other Managers
9
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SERIES TRUST78464A8541,056,693$76.8M3.44%
2ISHARES TR464287309494,423$54.4M2.44%
3BLACKROCK ETF TRUSTBLK870,723$47.4M2.12%
4ISHARES TR464287408219,245$42.8M1.92%
5ISHARES TR46432F339211,358$38.6M1.73%
6ISHARES TR46429B689427,592$35.9M1.61%
7SPDR GOLD TRGLD109,132$33.3M1.49%
8ISHARES INC46434G889622,432$32.4M1.45%
9ISHARES TR464288877475,481$30.2M1.35%
10ISHARES TR464288414287,049$30.0M1.34%
11ISHARES TR46429B697284,520$26.7M1.20%
12SPDR SERIES TRUST78464A664906,304$24.1M1.08%
13ISHARES TR464287721125,658$21.8M0.97%
14ISHARES TR464287226217,809$21.6M0.97%
15BLACKROCK ETF TRUSTBLK599,849$21.3M0.96%
16MICROSOFT CORPMSFT41,802$20.8M0.93%
17SPDR SERIES TRUST78464A854275,395$20.0M0.90%
18VANGUARD WORLD FD92191087388,460$19.9M0.89%
19ISHARES TR464287226192,250$19.1M0.85%
20ISHARES TR464288588200,089$18.8M0.84%
21ISHARES TR46428761442,122$17.9M0.80%
22ISHARES TR46428761442,000$17.8M0.80%
23ISHARES TR464288158165,346$17.6M0.79%
24VANGUARD CHARLOTTE FDS92203J407332,644$16.5M0.74%
25NVIDIA CORPORATIONNVDA96,385$15.2M0.68%
26SCHWAB STRATEGIC TR808524839644,898$15.0M0.67%
27INVESCO EXCH TRADED FD TR IIIVZ131,631$14.8M0.66%
28APPLE INCAAPL71,019$14.6M0.65%
29BLACKROCK ETF TRUST IIBLK268,050$14.2M0.63%
30ISHARES GOLD TRIAU219,273$13.7M0.61%
31ARISTA NETWORKS INCANET132,694$13.6M0.61%
32ISHARES TR46428720021,682$13.5M0.60%
33META PLATFORMS INCMETA18,209$13.4M0.60%
34ISHARES TR46428759868,296$13.3M0.59%
35ISHARES TR46434V860260,025$13.2M0.59%
36ISHARES TR464287457152,723$12.7M0.57%
37NVIDIA CORPORATIONNVDA80,036$12.6M0.57%
38ALPHABET INCGOOG68,117$12.0M0.54%
39BLACKROCK ETF TRUSTBLK400,580$11.6M0.52%
40MICROSOFT CORPMSFT22,959$11.4M0.51%
41MICROSOFT CORPMSFT22,148$11.0M0.49%
42ISHARES TR46428730999,778$11.0M0.49%
43ISHARES TR464288414102,014$10.7M0.48%
44NVIDIA CORPORATIONNVDA65,061$10.3M0.46%
45SPDR SERIES TRUST78464A508196,256$10.3M0.46%
46APPLE INCAAPL49,933$10.2M0.46%
47ALPHABET INCGOOG56,698$10.0M0.45%
48MICROSOFT CORPMSFT19,953$9.9M0.44%
49AMAZON COM INCAMZN44,816$9.8M0.44%
50META PLATFORMS INCMETA13,199$9.7M0.44%
51ISHARES TR46429B74793,633$9.6M0.43%
52VANGUARD INDEX FDS92290873621,946$9.6M0.43%
53VANGUARD INDEX FDS92290874453,429$9.4M0.42%
54ISHARES TR46428759846,712$9.1M0.41%
55BLACKROCK ETF TRUSTBLK166,156$9.0M0.41%
56JPMORGAN CHASE & CO.VYLD30,921$9.0M0.40%
57SPDR SERIES TRUST78464A40993,625$8.9M0.40%
58AMAZON COM INCAMZN39,601$8.7M0.39%
59SCHWAB CHARLES CORPSCHW-PJ94,900$8.7M0.39%
60ISHARES TR46428749993,036$8.6M0.38%
61ISHARES TR46428730977,578$8.5M0.38%
62ISHARES TR46428746594,002$8.4M0.38%
63SPDR SERIES TRUST78464A508159,406$8.3M0.37%
64ISHARES TR46432F33944,120$8.1M0.36%
65ISHARES TR46428866167,118$8.0M0.36%
66HEICO CORP NEWHEI-A30,772$8.0M0.36%
67VANGUARD TAX-MANAGED FDS921943858138,180$7.9M0.35%
68PROGRESSIVE CORP74331510329,404$7.8M0.35%
69SPDR SERIES TRUST78464A40979,382$7.6M0.34%
70APPLE INCAAPL36,286$7.4M0.33%
71NETFLIX INCNFLX5,419$7.3M0.32%
72VANGUARD INDEX FDS92290853825,006$7.1M0.32%
73AMAZON COM INCAMZN30,307$6.6M0.30%
74ISHARES TR46428730960,358$6.6M0.30%
75ISHARES TR46428710121,781$6.6M0.30%
76WALMART INCWMT67,504$6.6M0.30%
77VISA INCV18,453$6.6M0.29%
78ISHARES TR46428740833,475$6.5M0.29%
79ISHARES TR46434V407151,078$6.5M0.29%
80VISA INCV18,141$6.4M0.29%
81ISHARES TR46428740832,874$6.4M0.29%
82ALPHABET INCGOOG34,840$6.2M0.28%
83KINSALE CAP GROUP INC49714P10812,638$6.1M0.27%
84COSTCO WHSL CORP NEW22160K1056,161$6.1M0.27%
85MASTERCARD INCORPORATEDMA10,798$6.1M0.27%
86VANGUARD INTL EQUITY INDEX F922042858121,253$6.0M0.27%
87HOME DEPOT INCHD16,241$6.0M0.27%
88WALMART INCWMT60,339$5.9M0.26%
89ELI LILLY & COLLY7,561$5.9M0.26%
90VISA INCV16,273$5.8M0.26%
91VANGUARD MUN BD FDS922907746117,326$5.8M0.26%
92BROADCOM INCAVGO20,566$5.7M0.25%
93ISHARES TR46432F83472,856$5.6M0.25%
94VANGUARD INDEX FDS9229083639,830$5.6M0.25%
95META PLATFORMS INCMETA7,523$5.6M0.25%
96ISHARES TR46428828159,701$5.5M0.25%
97CINTAS CORPCTAS24,806$5.5M0.25%
98ISHARES INC46434G889104,838$5.5M0.24%
99JPMORGAN CHASE & CO.VYLD18,592$5.4M0.24%
100ISHARES TR46428887784,206$5.3M0.24%
101SPDR S&P 500 ETF TRSPY8,645$5.3M0.24%
102ISHARES U S ETF TR46431W838106,255$5.3M0.24%
103PHILIP MORRIS INTL INC71817210929,008$5.3M0.24%
104JOHNSON & JOHNSONJNJ34,578$5.3M0.24%
105VANGUARD INDEX FDS9229083639,251$5.3M0.24%
106TRANE TECHNOLOGIES PLCTT11,965$5.2M0.23%
107VANGUARD MALVERN FDS922020805104,096$5.2M0.23%
108MEDPACE HLDGS INCMEDP16,632$5.2M0.23%
109VANGUARD INDEX FDS9229083639,171$5.2M0.23%
110INSTALLED BLDG PRODS INC45780R10128,875$5.2M0.23%
111ISHARES TR46432F84261,441$5.1M0.23%
112VANGUARD TAX-MANAGED FDS92194385889,765$5.1M0.23%
113ISHARES INC46434G10383,701$5.0M0.22%
114ISHARES TR46428765523,107$5.0M0.22%
115AMETEK INCAME27,544$5.0M0.22%
116TJX COS INC NEW87254010940,266$5.0M0.22%
117BERKSHIRE HATHAWAY INC DELBRK-A10,236$5.0M0.22%
118META PLATFORMS INCMETA6,714$5.0M0.22%
119PROCTER AND GAMBLE CO74271810930,579$4.9M0.22%
120ISHARES TR46428851359,563$4.8M0.22%
121ISHARES TR46428745757,854$4.8M0.21%
122BROADCOM INCAVGO17,360$4.8M0.21%
123ISHARES TR4642872007,654$4.8M0.21%
124NVIDIA CORPORATIONNVDA30,021$4.7M0.21%
125ISHARES TR46435U853123,073$4.6M0.21%
126COSTCO WHSL CORP NEW22160K1054,549$4.5M0.20%
127ISHARES TR46432F84253,644$4.5M0.20%
128ISHARES TR46428746549,864$4.5M0.20%
129KROGER COKR60,032$4.3M0.19%
130VANGUARD BD INDEX FDS92193783558,167$4.3M0.19%
131WILLIAMS COS INC96945710068,045$4.3M0.19%
132J P MORGAN EXCHANGE TRADED F46641Q39937,910$4.2M0.19%
133MASTERCARD INCORPORATEDMA7,516$4.2M0.19%
134BROADCOM INCAVGO15,308$4.2M0.19%
135BERKSHIRE HATHAWAY INC DELBRK-A8,588$4.2M0.19%
136CREDIT ACCEP CORP MICH2253101018,140$4.1M0.19%
137CISCO SYS INCCSCO59,195$4.1M0.18%
138PROCTER AND GAMBLE CO74271810925,508$4.1M0.18%
139INTUITIVE SURGICAL INCISRG7,462$4.1M0.18%
140PHILIP MORRIS INTL INC71817210922,087$4.0M0.18%
141SEI INVTS CO78411710344,619$4.0M0.18%
142EXXON MOBIL CORPXOM37,040$4.0M0.18%
143JOHNSON & JOHNSONJNJ26,094$4.0M0.18%
144ISHARES TR46428740820,181$3.9M0.18%
145AAON INCAAON53,201$3.9M0.18%
146T-MOBILE US INCTMUSZ16,383$3.9M0.17%
147APPLE INCAAPL18,931$3.9M0.17%
148BLACKROCK ETF TRUSTBLK108,132$3.8M0.17%
149ISHARES TR46428866132,119$3.8M0.17%
150ISHARES TR46428888533,908$3.8M0.17%
151VERIZON COMMUNICATIONS INCVZ87,046$3.8M0.17%
152CARMAX INCKMX55,784$3.7M0.17%
153JPMORGAN CHASE & CO.VYLD12,914$3.7M0.17%
154ISHARES TR46428864669,839$3.7M0.16%
155FISERV INCFISV21,325$3.7M0.16%
156MCKESSON CORPMCK4,956$3.6M0.16%
157BLACKROCK ETF TRUST IIBLK74,619$3.6M0.16%
158CROWDSTRIKE HLDGS INCCRWD7,066$3.6M0.16%
159ISHARES TR46428747326,712$3.5M0.16%
160AT&T INCT-PC121,455$3.5M0.16%
161VANGUARD CHARLOTTE FDS92203J40770,274$3.5M0.16%
162ROPER TECHNOLOGIES INCROP6,026$3.4M0.15%
163LINDE PLCLIN7,199$3.4M0.15%
164VANGUARD INDEX FDS92290862912,005$3.4M0.15%
165QUANTA SVCS INC74762E1028,872$3.4M0.15%
166TESLA INCTSLA10,454$3.3M0.15%
167TESLA INCTSLA10,397$3.3M0.15%
168BOSTON SCIENTIFIC CORPBSX30,625$3.3M0.15%
169ISHARES INC46434G10354,570$3.3M0.15%
170MCDONALDS CORPMCD11,072$3.2M0.14%
171ENTERGY CORP NEWENO38,792$3.2M0.14%
172REPUBLIC SVCS INC76075910013,065$3.2M0.14%
173ISHARES TR4642876229,460$3.2M0.14%
174GENERAL MLS INC37033410461,374$3.2M0.14%
175SPDR SERIES TRUST78464A664118,932$3.2M0.14%
176ISHARES TR46428858833,635$3.2M0.14%
177ALPHABET INCGOOG17,897$3.2M0.14%
178T-MOBILE US INCTMUSZ13,189$3.1M0.14%
179BUILDERS FIRSTSOURCE INCBLDR26,913$3.1M0.14%
180RTX CORPORATIONRTX21,427$3.1M0.14%
181HCA HEALTHCARE INCHCA8,161$3.1M0.14%
182PHILIP MORRIS INTL INC71817210917,082$3.1M0.14%
183ISHARES TR46428828133,535$3.1M0.14%
184ALTRIA GROUP INCMO52,846$3.1M0.14%
185GILEAD SCIENCES INCGILD27,897$3.1M0.14%
186ISHARES TR46428867927,934$3.1M0.14%
187TJX COS INC NEW87254010924,631$3.0M0.14%
188VANGUARD BD INDEX FDS92193782738,520$3.0M0.14%
189INTERNATIONAL BUSINESS MACHSINTR10,262$3.0M0.14%
190VANGUARD TAX-MANAGED FDS92194385853,015$3.0M0.14%
191CENCORA INCCOR10,055$3.0M0.13%
192CHEVRON CORP NEWCVX21,015$3.0M0.13%
193VANGUARD WORLD FD92191087313,375$3.0M0.13%
194S&P GLOBAL INCSPGI5,679$3.0M0.13%
195ISHARES TR46428772117,116$3.0M0.13%
196LINDE PLCLIN6,282$2.9M0.13%
197SPDR S&P 500 ETF TRSPY4,721$2.9M0.13%
198CAPITAL ONE FINL CORP14040H10513,444$2.9M0.13%
199COCA COLA COKO40,253$2.8M0.13%
200ORACLE CORPORCL-PD12,994$2.8M0.13%
201ELI LILLY & COLLY3,626$2.8M0.13%
202CINCINNATI FINL CORP17206210118,923$2.8M0.13%
203WELLTOWER INCWELL18,314$2.8M0.13%
204CITIZENS FINL GROUP INCCIA62,869$2.8M0.13%
205SALESFORCE INCCRM10,317$2.8M0.13%
206CME GROUP INCCME10,175$2.8M0.13%
207AMETEK INCAME15,478$2.8M0.13%
208ALTRIA GROUP INCMO47,669$2.8M0.13%
209ALTRIA GROUP INCMO47,608$2.8M0.12%
210TAIWAN SEMICONDUCTOR MFG LTD87403910012,301$2.8M0.12%
211SPDR SERIES TRUST78468R73958,091$2.8M0.12%
212JPMORGAN CHASE & CO.VYLD9,569$2.8M0.12%
213TEXAS ROADHOUSE INCTXRH14,786$2.8M0.12%
214AMERICAN ELEC PWR CO INC02553710126,376$2.7M0.12%
215VANGUARD CHARLOTTE FDS92203J40755,274$2.7M0.12%
216GRACO INCGGG31,721$2.7M0.12%
217AMAZON COM INCAMZN12,399$2.7M0.12%
218AT&T INCT-PC93,744$2.7M0.12%
219VERTEX PHARMACEUTICALS INCVRTX6,031$2.7M0.12%
220VISTRA CORPVST13,826$2.7M0.12%
221PROCTER AND GAMBLE CO74271810916,726$2.7M0.12%
222NASDAQ INCNDAQ29,568$2.6M0.12%
223ISHARES TR46429B267114,489$2.6M0.12%
224COGNIZANT TECHNOLOGY SOLUTIOCTSH33,691$2.6M0.12%
225UNITEDHEALTH GROUP INCUNH8,364$2.6M0.12%
226DUKE ENERGY CORP NEWDUKB21,953$2.6M0.12%
227PUBLIC SVC ENTERPRISE GRP IN74457310630,400$2.6M0.11%
228VANGUARD INDEX FDS92290851215,556$2.6M0.11%
229FIFTH THIRD BANCORPFITBM62,075$2.6M0.11%
230AUTOMATIC DATA PROCESSING INADP8,263$2.5M0.11%
231THERMO FISHER SCIENTIFIC INCTMO6,256$2.5M0.11%
232CHURCH & DWIGHT CO INCCHD26,387$2.5M0.11%
233ZOETIS INCZTS16,096$2.5M0.11%
234NEXTERA ENERGY INCNEE-PW36,037$2.5M0.11%
235BERKSHIRE HATHAWAY INC DELBRK-A5,132$2.5M0.11%
236MCKESSON CORPMCK3,385$2.5M0.11%
237VERIZON COMMUNICATIONS INCVZ57,295$2.5M0.11%
238ABBOTT LABSABLZF17,962$2.4M0.11%
239INTERNATIONAL PAPER CO46014610352,121$2.4M0.11%
240ALIGN TECHNOLOGY INCALGN12,750$2.4M0.11%
241PARKER-HANNIFIN CORPPH3,456$2.4M0.11%
242MEDTRONIC PLCMDT27,661$2.4M0.11%
243ELI LILLY & COLLY3,078$2.4M0.11%
244UNION PAC CORPUNP10,263$2.4M0.11%
245ADOBE INCADBE6,075$2.4M0.11%
246KELLANOVABEKE29,552$2.4M0.11%
247NISOURCE INCNI58,188$2.3M0.11%
248HESS CORPHESM16,860$2.3M0.10%
249FOX CORPFOX44,905$2.3M0.10%
250ISHARES TR46432F83429,874$2.3M0.10%
251INVESCO EXCH TRADED FD TR IIIVZ20,491$2.3M0.10%
252META PLATFORMS INCMETA3,111$2.3M0.10%
253VANGUARD BD INDEX FDS92193779332,454$2.3M0.10%
254ISHARES TR46432F84226,784$2.2M0.10%
255ACCENTURE PLC IRELANDACN7,453$2.2M0.10%
256LOCKHEED MARTIN CORPLMT4,755$2.2M0.10%
257VANGUARD INDEX FDS9229087519,240$2.2M0.10%
258METLIFE INCMET-PF27,137$2.2M0.10%
259FERGUSON ENTERPRISES INCFERG9,929$2.2M0.10%
260VANGUARD INDEX FDS92290861110,989$2.1M0.10%
261BRISTOL-MYERS SQUIBB COCELG-RI46,237$2.1M0.10%
262MARSH & MCLENNAN COS INC5717481029,730$2.1M0.10%
263HOME DEPOT INCHD5,782$2.1M0.09%
264CISCO SYS INCCSCO30,476$2.1M0.09%
265PACKAGING CORP AMER69515610911,076$2.1M0.09%
266ISHARES TR46428745725,152$2.1M0.09%
267CITIGROUP INCC-PR24,154$2.1M0.09%
268ORACLE CORPORCL-PD9,375$2.0M0.09%
269NORTHROP GRUMMAN CORPNOC4,098$2.0M0.09%
270OREILLY AUTOMOTIVE INC67103H10722,697$2.0M0.09%
271EXXON MOBIL CORPXOM18,860$2.0M0.09%
272US BANCORP DELUSB-PS44,907$2.0M0.09%
273VANGUARD WHITEHALL FDS92194640615,168$2.0M0.09%
274BROADCOM INCAVGO7,176$2.0M0.09%
275TYLER TECHNOLOGIES INCTYL3,300$2.0M0.09%
276AMERICAN EXPRESS COAXP6,083$1.9M0.09%
277ISHARES TR46432F84222,991$1.9M0.09%
278ELI LILLY & COLLY2,432$1.9M0.08%
279UBER TECHNOLOGIES INCUBER20,052$1.9M0.08%
280ALPHABET INCGOOG10,537$1.9M0.08%
281ADOBE INCADBE4,801$1.9M0.08%
282VISA INCV5,228$1.9M0.08%
283UNITED PARCEL SERVICE INCUPS18,362$1.9M0.08%
284ABBVIE INCABBV9,973$1.9M0.08%
285VANGUARD INTL EQUITY INDEX F92204271813,752$1.8M0.08%
286JUNIPER NETWORKS INC48203R10446,103$1.8M0.08%
287REGIONS FINANCIAL CORP NEWRF-PF77,476$1.8M0.08%
288KLA CORPKLAC2,027$1.8M0.08%
289WASTE MGMT INC DEL94106L1097,931$1.8M0.08%
290CME GROUP INCCME6,577$1.8M0.08%
291WISDOMTREE TRWT57,059$1.8M0.08%
292ROPER TECHNOLOGIES INCROP3,181$1.8M0.08%
293JPMORGAN CHASE & CO.VYLD6,211$1.8M0.08%
294LOCKHEED MARTIN CORPLMT3,885$1.8M0.08%
295WEC ENERGY GROUP INCWEC17,065$1.8M0.08%
296OREILLY AUTOMOTIVE INC67103H10719,624$1.8M0.08%
297DOMINION ENERGY INCD31,263$1.8M0.08%
298DTE ENERGY CODTK13,288$1.8M0.08%
299FIRSTENERGY CORPFE43,490$1.8M0.08%
300FIDELITY NATIONAL FINANCIALFNF31,168$1.7M0.08%
301PEPSICO INCPEP13,156$1.7M0.08%
302COLGATE PALMOLIVE COCL18,991$1.7M0.08%
303MARSH & MCLENNAN COS INC5717481027,895$1.7M0.08%
304AMERICAN WTR WKS CO INC NEW03042010312,309$1.7M0.08%
305BLACKROCK ETF TRUSTBLK59,059$1.7M0.08%
306SPDR S&P 500 ETF TRSPY2,755$1.7M0.08%
307SPDR SERIES TRUST78464A76312,476$1.7M0.08%
308BLACKROCK ETF TRUST IIBLK32,001$1.7M0.08%
309EOG RES INCEOG14,084$1.7M0.08%
310TWFG INCTWFG48,056$1.7M0.08%
311PEPSICO INCPEP12,736$1.7M0.08%
312NETFLIX INCNFLX1,255$1.7M0.08%
313ISHARES TR46435G10218,557$1.7M0.07%
314TRAVELERS COMPANIES INCTRV6,222$1.7M0.07%
315SPDR INDEX SHS FDS78463X88940,972$1.7M0.07%
316ORACLE CORPORCL-PD7,579$1.7M0.07%
317TRANSDIGM GROUP INCTDG1,087$1.7M0.07%
318NASDAQ INCNDAQ18,423$1.6M0.07%
319FASTENAL COFAST39,190$1.6M0.07%
320PIMCO ETF TR72201R77517,843$1.6M0.07%
321CHEVRON CORP NEWCVX11,457$1.6M0.07%
322FIRSTENERGY CORPFE40,684$1.6M0.07%
323PNC FINL SVCS GROUP INC6934751058,786$1.6M0.07%
324ISHARES TR46429B26770,756$1.6M0.07%
325BERKSHIRE HATHAWAY INC DELBRK-A3,342$1.6M0.07%
326J P MORGAN EXCHANGE TRADED F46654Q60918,682$1.6M0.07%
327PFIZER INCPFE65,798$1.6M0.07%
328VANGUARD INDEX FDS9229087449,002$1.6M0.07%
329FIDELITY MERRIMACK STR TR31618830934,720$1.6M0.07%
330GILEAD SCIENCES INCGILD14,252$1.6M0.07%
331SPDR INDEX SHS FDS78463X50936,805$1.6M0.07%
332MONDELEZ INTL INC60920710523,182$1.6M0.07%
333VANGUARD WORLD FD92204A7022,348$1.6M0.07%
334PPL CORPPPLC45,892$1.6M0.07%
335AUTOMATIC DATA PROCESSING INADP4,991$1.5M0.07%
336BANK AMERICA CORP06050510432,492$1.5M0.07%
337BANK AMERICA CORP06050510432,331$1.5M0.07%
338ROCKWELL AUTOMATION INCROK4,595$1.5M0.07%
339CITIGROUP INCC-PR17,895$1.5M0.07%
340UNUM GROUPUNMA18,788$1.5M0.07%
341AON PLCAON4,237$1.5M0.07%
342ISHARES TR46429B69716,015$1.5M0.07%
343QUEST DIAGNOSTICS INCDGX8,295$1.5M0.07%
344VANGUARD INTL EQUITY INDEX F92204285829,775$1.5M0.07%
345UNITED PARCEL SERVICE INCUPS14,588$1.5M0.07%
346SCHWAB STRATEGIC TR80852483963,359$1.5M0.07%
347VANGUARD SCOTTSDALE FDS92206C77131,723$1.5M0.07%
348ISHARES TR46428744015,245$1.5M0.07%
349AT&T INCT-PC50,343$1.5M0.07%
350J P MORGAN EXCHANGE TRADED F46654Q77327,592$1.4M0.06%
351ISHARES TR46435G21931,673$1.4M0.06%
352ISHARES GOLD TRIAU22,882$1.4M0.06%
353SEMPRASREA18,761$1.4M0.06%
354ECOLAB INCECL5,261$1.4M0.06%
355SPDR SERIES TRUST78468R62214,221$1.4M0.06%
356EBAY INC.EBAY18,554$1.4M0.06%
357ISHARES TR4642872002,225$1.4M0.06%
358ISHARES INC46434G10323,002$1.4M0.06%
359SPDR SERIES TRUST78464A64953,900$1.4M0.06%
360J P MORGAN EXCHANGE TRADED F46641Q16721,051$1.4M0.06%
361IRHYTHM TECHNOLOGIES INCIRTC8,945$1.4M0.06%
362ISHARES TR4642876556,382$1.4M0.06%
363RB GLOBAL INCRBA12,920$1.4M0.06%
364GE AEROSPACE3696043015,327$1.4M0.06%
365VANGUARD BD INDEX FDS92193781917,706$1.4M0.06%
366VANGUARD BD INDEX FDS92193781917,439$1.3M0.06%
367STRYKER CORPORATIONSYK3,400$1.3M0.06%
368COSTCO WHSL CORP NEW22160K1051,356$1.3M0.06%
369ADVANCED MICRO DEVICES INCAMD9,457$1.3M0.06%
370PHILIP MORRIS INTL INC7181721097,335$1.3M0.06%
371ALPHABET INCGOOG7,553$1.3M0.06%
372EVERSOURCE ENERGYES20,690$1.3M0.06%
373REPUBLIC SVCS INC7607591005,224$1.3M0.06%
374VANGUARD WHITEHALL FDS92194679415,935$1.3M0.06%
375ADVANCED MICRO DEVICES INCAMD8,955$1.3M0.06%
376BROADCOM INCAVGO4,576$1.3M0.06%
377J P MORGAN EXCHANGE TRADED F46641Q37318,600$1.3M0.06%
378ALPHABET INCGOOG7,075$1.3M0.06%
379NVIDIA CORPORATIONNVDA7,934$1.3M0.06%
380AFLAC INCAFL11,844$1.2M0.06%
381VANGUARD INDEX FDS9229087694,056$1.2M0.06%
382TESLA INCTSLA3,877$1.2M0.06%
383ISHARES TR46428743213,922$1.2M0.05%
384EXXON MOBIL CORPXOM11,329$1.2M0.05%
385VANGUARD SPECIALIZED FUNDS9219088445,898$1.2M0.05%
386TRIPLE FLAG PRECIOUS METALTFPM50,885$1.2M0.05%
387VANGUARD WORLD FD92204A7021,817$1.2M0.05%
388HALEON PLCHLNCF115,735$1.2M0.05%
389HOME DEPOT INCHD3,271$1.2M0.05%
390WALMART INCWMT12,233$1.2M0.05%
391INTERCONTINENTAL EXCHANGE IN45866F1046,490$1.2M0.05%
392GENERAL DYNAMICS CORPGD4,066$1.2M0.05%
393NETFLIX INCNFLX880$1.2M0.05%
394BOOKING HOLDINGS INCBKNG203$1.2M0.05%
395ELEVANCE HEALTH INCELV3,018$1.2M0.05%
396ORACLE CORPORCL-PD5,368$1.2M0.05%
397NXP SEMICONDUCTORS N VNXPI5,357$1.2M0.05%
398ZOETIS INCZTS7,503$1.2M0.05%
399GE AEROSPACE3696043014,528$1.2M0.05%
400EXELON CORPEXC26,397$1.1M0.05%
401TAIWAN SEMICONDUCTOR MFG LTD8740391005,053$1.1M0.05%
402VANGUARD INDEX FDS9229086115,855$1.1M0.05%
403TAIWAN SEMICONDUCTOR MFG LTD8740391004,978$1.1M0.05%
404AMGEN INCAMGN4,031$1.1M0.05%
405SELECT SECTOR SPDR TR81369Y8034,415$1.1M0.05%
406XCEL ENERGY INCXELLL16,417$1.1M0.05%
407PROCTER AND GAMBLE CO7427181096,994$1.1M0.05%
408MASTERCARD INCORPORATEDMA1,964$1.1M0.05%
409BLACKSTONE INCBX7,362$1.1M0.05%
410STARBUCKS CORPSBUX11,833$1.1M0.05%
411BOEING COBA-PA5,142$1.1M0.05%
412ISHARES INC46434G76417,062$1.1M0.05%
413COCA COLA COKO15,192$1.1M0.05%
414SHERWIN WILLIAMS COSHW3,129$1.1M0.05%
415ISHARES TR46428750717,283$1.1M0.05%
416ILLINOIS TOOL WKS INC4523081094,334$1.1M0.05%
417ISHARES TR4642878049,741$1.1M0.05%
418AT&T INCT-PC36,656$1.1M0.05%
419GENERAL MLS INC37033410420,468$1.1M0.05%
420EXXON MOBIL CORPXOM9,823$1.1M0.05%
421GOLDMAN SACHS GROUP INCGSCE1,482$1.0M0.05%
422BANK AMERICA CORP06050510422,122$1.0M0.05%
423ROSS STORES INCROST8,044$1.0M0.05%
424EBAY INC.EBAY13,722$1.0M0.05%
425VANGUARD BD INDEX FDS92193783513,790$1.0M0.05%
426ABBVIE INCABBV5,461$1.0M0.05%
427SPDR SERIES TRUST78464A50819,350$1.0M0.05%
428WASTE MGMT INC DEL94106L1094,402$1.0M0.05%
429FAIR ISAAC CORPFICO550$1.0M0.05%
430META PLATFORMS INCMETA1,346$993,6020.04%
431HARTFORD INSURANCE GROUP INCHIG-PG7,815$991,4910.04%
432HARTFORD INSURANCE GROUP INCHIG-PG7,808$990,6010.04%
433ISHARES TR4642875498,816$990,3890.04%
434CSX CORPCSX30,297$988,5910.04%
435ISHARES TR4642876142,323$986,4170.04%
436MASTERCARD INCORPORATEDMA1,755$986,2050.04%
437TOAST INCTOST22,216$983,9470.04%
438SELECT SECTOR SPDR TR81369Y2097,262$978,8450.04%
439ISHARES TR46435G40929,755$978,6420.04%
440WELLS FARGO CO NEW94974610112,196$977,1440.04%
441MARVELL TECHNOLOGY INCMRVL12,558$971,9890.04%
442MICROSOFT CORPMSFT1,932$961,2000.04%
443TAIWAN SEMICONDUCTOR MFG LTD8740391004,211$953,7490.04%
444NORFOLK SOUTHN CORP6558441083,719$951,9520.04%
445KROGER COKR13,197$946,6460.04%
446SEAGATE TECHNOLOGY HLDNGS PLSE6,552$945,6500.04%
447WABTEC9297401084,509$943,9590.04%
448VERISK ANALYTICS INCVRSK2,996$933,2570.04%
449SPDR S&P 500 ETF TRSPY1,494$923,1540.04%
450MORGAN STANLEYMS-PQ6,545$921,9500.04%
451ISHARES TR46428749910,015$921,0470.04%
452BANK AMERICA CORP06050510419,383$917,2020.04%
453PAYCHEX INCPAYX6,232$906,5250.04%
454ISHARES TR4642888858,081$905,0720.04%
455ISHARES TR4642871012,970$903,9200.04%
456WATSCO INCWSO-B2,040$900,9050.04%
457J P MORGAN EXCHANGE TRADED F46654Q71616,772$898,8110.04%
458WASTE CONNECTIONS INCWCN4,813$898,6830.04%
459AUTOZONE INCAZO242$898,3600.04%
460ABBOTT LABSABLZF6,569$893,4880.04%
461BRITISH AMERN TOB PLC11044810718,588$879,7600.04%
462UNITEDHEALTH GROUP INCUNH2,815$878,2010.04%
463WORKDAY INCWDAY3,655$877,2000.04%
464BLACKROCK INCBLK835$876,1240.04%
465CENCORA INCCOR2,917$874,6710.04%
466COCA COLA COKO12,353$873,9750.04%
467NEXTERA ENERGY INCNEE-PW12,582$873,4340.04%
468DEXCOM INCDXCM9,975$870,7180.04%
469NORTHERN TR CORPNTRSO6,867$870,6100.04%
470COSTCO WHSL CORP NEW22160K105879$870,1570.04%
471ISHARES TR4642871506,418$866,6870.04%
472APPLOVIN CORPAPP2,461$861,5470.04%
473NOVARTIS AGNVSEF7,091$858,0370.04%
474CHUNGHWA TELECOM CO LTDCHT18,285$852,2640.04%
475EATON CORP PLCETN2,385$851,4210.04%
476VANECK ETF TRUST92189F52849,004$845,8090.04%
477GE AEROSPACE3696043013,275$842,9740.04%
478RELX PLCRLXXF15,500$842,2480.04%
479ARISTA NETWORKS INCANET8,232$842,2160.04%
480MASTERCARD INCORPORATEDMA1,498$841,7920.04%
481SELECT SECTOR SPDR TR81369Y8527,732$839,1540.04%
482JOHNSON & JOHNSONJNJ5,475$836,3650.04%
483CAPITAL ONE FINL CORP14040H1053,924$834,8770.04%
484LEIDOS HOLDINGS INCLDOS5,287$834,0940.04%
485J P MORGAN EXCHANGE TRADED F46654Q74012,928$831,7880.04%
486RTX CORPORATIONRTX5,632$822,3200.04%
487BLOCK H & R INCBSQKZ14,922$819,0690.04%
488INTERPUBLIC GROUP COS INCINTR33,245$813,8380.04%
489WELLS FARGO CO NEW94974610110,145$812,8190.04%
490S&P GLOBAL INCSPGI1,541$812,5540.04%
491PRINCIPAL FINANCIAL GROUP INPFG10,210$810,9800.04%
492FASTENAL COFAST19,233$807,7940.04%
493COSTAR GROUP INCCSGP10,030$806,4120.04%
494INTUITIVE SURGICAL INCISRG1,480$804,2470.04%
495VANGUARD INTL EQUITY INDEX F92204277511,928$801,8000.04%
496BOSTON SCIENTIFIC CORPBSX7,432$798,2710.04%
497FORD MTR CO34537086073,136$793,5260.04%
498J P MORGAN EXCHANGE TRADED F46641Q13411,207$793,1190.04%
499VANGUARD INDEX FDS9229083631,392$790,6980.04%
500ISHARES TR4642878047,225$789,6210.04%