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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

WHITTIER TRUST CO OF NEVADA INC

Quarter ended Q1 2024 · Filed May 2, 2024 · Accession 0001999371-24-005584

Total Value
$3.49B
Positions
1,542
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORP COMMSFT525,922$221.3M6.47%
2APPLE COMPUTER INC COMAAPL926,587$158.9M4.65%
3NVIDIA CORP COMNVDA145,703$131.6M3.85%
4SPDR TR S&P 500SPY226,172$118.3M3.46%
5AMAZON COM INC COMAMZN493,660$89.0M2.61%
6ALPHABET INC CL CGOOG558,035$85.0M2.49%
7ISHARES S&P 500 INDEX464287200147,089$77.3M2.26%
8VISA INC COM CL AV209,337$58.4M1.71%
9JP MORGAN CHASE & CO COMVYLD286,344$57.4M1.68%
10ISHARES S&P MIDCAP 400 INDEX464287507927,024$56.3M1.65%
11ISHARES INC CORE MSCI EMKT46434G103885,358$45.7M1.34%
12VANGUARD EMERGING MARKET EQUITY ETF9220428581,062,406$44.4M1.30%
13VANGUARD FTSE DEVELOPED MARKETS921943858870,562$43.7M1.28%
14BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A95,142$40.0M1.17%
15META PLATFORMS INC CL AMETA66,739$32.4M0.95%
16BROADCOM INCAVGO23,841$31.6M0.92%
17MERCK & CO INC NEW COMMRK230,496$30.4M0.89%
18ISHARES TR CORE MSCI EAFE46432F842405,693$30.1M0.88%
19MIDCAP SPDR TR UNIT SER 1MDY52,948$29.5M0.86%
20JOHNSON & JOHNSON COMJNJ184,950$29.3M0.86%
21EATON CORP PLC SHSETN91,847$28.7M0.84%
22ISHARES S&P SMALL CAP 600464287804237,860$26.3M0.77%
23MICROSOFT CORP COMMSFT61,594$25.9M0.76%
24CHEVRON CORP COMCVX163,496$25.8M0.75%
25INVESCO QQQ TR SER 1IVZ57,010$25.3M0.74%
26ISHARES RUSSELL 2000 VALUE464287630158,241$25.1M0.74%
27ISHARES RUSSELL 2000 INDEX464287655117,743$24.8M0.72%
28ISHARES TR RUSSELL 100046428762285,564$24.6M0.72%
29LINDE PLC SHSLIN49,467$23.0M0.67%
30TJX COS INC872540109222,597$22.6M0.66%
31HONEYWELL INTL INC COM438516106105,780$21.7M0.64%
32VANGUARD INDEX FDS S&P 500 ETF SHS92290836344,737$21.5M0.63%
33THERMO FISHER SCIENTIFIC INCCOMTMO36,480$21.2M0.62%
34CHIPOTLE MEXICAN GRILL INC COMCMG7,225$21.0M0.61%
35VANGUARD INDEX FDS MID CAP ETF92290862984,020$21.0M0.61%
36PEPSICO INC COMPEP119,511$20.9M0.61%
37ALPHABET INC CL AGOOG137,100$20.7M0.61%
38UNITEDHEALTH GROUP INC COMUNH40,366$20.0M0.58%
39APPLE COMPUTER INC COMAAPL116,105$19.9M0.58%
40COSTCO WHSL CORP NEW COM22160K10526,786$19.6M0.57%
41ELEVANCE HEALTH INCELV37,087$19.2M0.56%
42DISNEY WALT CO COM DISNEY254687106156,665$19.2M0.56%
43ABBOTT LABS COMABLZF167,385$19.0M0.56%
44NORFOLK SOUTHERN CORP COM65584410868,136$17.4M0.51%
45ABBVIE INC COMABBV91,755$16.7M0.49%
46SERVICENOW INC COMNOW21,897$16.7M0.49%
47MCDONALDS CORP COMMCD58,960$16.6M0.49%
48PROCTER & GAMBLE CO COM742718109100,714$16.3M0.48%
49ISHARES RUSSELL MIDCAP INDEX464287499193,172$16.2M0.48%
50RTX CORPORATION COMRTX163,287$15.9M0.47%
51VANGUARD INDEX FDS LARGE CAP ETF92290863766,418$15.9M0.47%
52BUILDERS FIRSTSOURCE INC COMBLDR72,385$15.1M0.44%
53BERKSHIRE HATHAWAY INC DEL CL ABRK-A23$14.6M0.43%
54VANGUARD INDEX FDS SMALL CP ETF92290875163,702$14.6M0.43%
55LILLY ELI & CO COMLLY18,421$14.3M0.42%
56UNITED RENTALS INC COMURI19,576$14.1M0.41%
57BLACKSTONE INC COMBX106,214$14.0M0.41%
58SALESFORCE COM INC COMCRM46,225$13.9M0.41%
59GOLDMAN SACHS GROUP INC COMGSCE33,235$13.9M0.41%
60SPDR SERIES TRUST S&P BIOTECH78464A870144,069$13.7M0.40%
61DANAHER CORP DEL COM23585110254,650$13.6M0.40%
62ASML HOLDING N V N Y REGISTRY SHSASMLF14,042$13.6M0.40%
63NIKE INC CL BNKE138,208$13.0M0.38%
64ACCENTURE PLC IRELAND SHS CLASS AACN37,267$12.9M0.38%
65CATERPILLAR INC DEL COMCAT35,241$12.9M0.38%
66MONOLITHIC PWR SYS INC COM60983910518,448$12.5M0.37%
67COPART INC COMCPRT215,621$12.5M0.37%
68ADOBE SYS INC COMADBE24,701$12.5M0.36%
69VALERO ENERGY CORP NEW COMVLO72,846$12.4M0.36%
70PHILIP MORRIS INTL INC COM718172109133,756$12.3M0.36%
71EOG RES INC COMEOG95,129$12.2M0.36%
72IQVIA HLDGS INC COMIQV46,550$11.8M0.34%
73HOME DEPOT INC COMHD30,549$11.7M0.34%
74MARSH & MCLENNAN COS INC COM57174810256,630$11.7M0.34%
75ADVANCED MICRO DEVICES INC COMAMD62,910$11.4M0.33%
76FORTIVE CORP COMFTV131,245$11.3M0.33%
77BERKSHIRE HATHAWAY INC DEL CL ABRK-A17$10.8M0.32%
78SUN CMNTYS INC COM86667410483,447$10.7M0.31%
79ISHARES TR RUSSELL 300046428768934,903$10.5M0.31%
80DIAMONDS TR UNIT SER 178467X10926,137$10.4M0.30%
81I SHARES MSCI EAFE IDEX FUND464287465128,105$10.2M0.30%
82SCHWAB STRATEGIC TR US MID-CAP ETF808524508125,352$10.2M0.30%
83ISHARES RUSSELL 2000 GROWTH46428764836,689$9.9M0.29%
84EXXON MOBIL CORP COMXOM84,642$9.8M0.29%
85MONDELEZ INTL INC CL A609207105140,514$9.8M0.29%
86NOVO-NORDISK A S ADRNONOF76,327$9.8M0.29%
87SIMPSON MANUFACTURING CO INCCOM82907310547,363$9.7M0.28%
88S&P GLOBAL INCSPGI22,065$9.4M0.27%
89EAST-WEST BANCORP INCEWBC114,184$9.0M0.26%
90INTUIT COMINTU13,811$9.0M0.26%
91BLACKROCK INC COMBLK10,509$8.8M0.26%
92O REILLY AUTOMOTIVE INC NEW COM67103H1077,491$8.5M0.25%
93RBC BEARINGS INC COMRBC30,933$8.4M0.24%
94VANGUARD INTERM CORP92206C870103,407$8.3M0.24%
95BOSTON PROPERTIES INC COMBXP125,189$8.2M0.24%
96AMAZON COM INC COMAMZN45,015$8.1M0.24%
97WAL MART STORES INC COMWMT134,229$8.1M0.24%
98ORACLE CORP COMORCL-PD64,200$8.1M0.24%
99EAGLE MATERIALS INC26969P10829,552$8.0M0.23%
100VANGUARD DIVIDEND APPRECIATION ETF92190884443,526$7.9M0.23%
101WEST PHARMACEUTICAL SVSC INCCOM95530610519,696$7.8M0.23%
102COMCAST CORPCCZ177,939$7.7M0.23%
103VANGUARD INTL EQUITY INDEX FALLWRLD EX US922042775129,307$7.6M0.22%
104TOPBUILD CORP COMBLD17,043$7.5M0.22%
105SCHWAB STRATEGIC TR US SML CAP ETF808524607150,707$7.4M0.22%
106AMERICAN EXPRESS CO COMAXP31,634$7.2M0.21%
107GRACO INC COMGGG76,672$7.2M0.21%
108FAIR ISAAC CORP COMFICO5,706$7.1M0.21%
109TESLA MTRS INC COMTSLA40,025$7.0M0.21%
110PNC FINL SVCS GROUP INC COM69347510542,743$6.9M0.20%
111MIDCAP SPDR TR UNIT SER 1MDY12,318$6.9M0.20%
112CISCO SYS INC COMCSCO136,540$6.8M0.20%
113ISHARES RUSSEL 1000 VALUE46428759837,999$6.8M0.20%
114SPDR TR S&P 500SPY12,918$6.8M0.20%
115PFIZER INC COMPFE238,352$6.6M0.19%
116INTEL CORP COMINTC149,000$6.6M0.19%
117LOWES COS INC COM54866110725,575$6.5M0.19%
118MOTOROLA SOLUTIONS INC COM NEWMSI17,928$6.4M0.19%
119BROWN & BROWN INC COMBRO72,281$6.3M0.19%
120RLI CORP COMRLI41,604$6.2M0.18%
121GE HEALTHCARE TECHNOLOGIES ICOMMON STOCKGEHC66,123$6.0M0.18%
122ISHARES MSCI EMERGING MKTS464287234146,292$6.0M0.18%
123COCA COLA CO COMKO97,394$6.0M0.17%
124CURTISS WRIGHT CORP COMCW22,857$5.8M0.17%
125ALPHABET INC CL CGOOG37,764$5.7M0.17%
126OLLIES BARGAIN OUTLT HLDGS ICOM68111610971,873$5.7M0.17%
127TELEDYNE TECHNOLOGIES INC COMTDY12,985$5.6M0.16%
128ALEXANDRIA REAL ESTATE EQ INCOM01527110942,552$5.5M0.16%
129ECOLAB INC COMECL23,750$5.5M0.16%
130AMPHENOL CORP NEW CL A03209510146,930$5.4M0.16%
131INTERNATIONAL BUSINESS MACHSCOMINTR28,287$5.4M0.16%
132SPDR SER TR S&P DIVID ETF78464A76340,819$5.4M0.16%
133HF SINCLAIR CORP COMDINO88,649$5.4M0.16%
134VERIZON COMMUNICATIONS COMVZ127,463$5.3M0.16%
135STERIS PLC SHS USDSTE23,751$5.3M0.16%
136CME GROUP INC COMCME24,774$5.3M0.16%
137SHERWIN WILLIAMS CO COMSHW15,089$5.2M0.15%
138CVS CORP COMCVS65,548$5.2M0.15%
139BOEING CO COMBA-PA26,552$5.1M0.15%
140WD-40 CO COMWDFC20,145$5.1M0.15%
141MONGODB INC CL AMDB13,840$5.0M0.15%
142EQT CORP COMEQT133,885$5.0M0.15%
143SIMON PPTY GROUP INC NEW COM82880610931,485$4.9M0.14%
144GENERAL ELECTRIC CO COM NEW36960430127,967$4.9M0.14%
145ISHARES TR RUSSELL 100046428762216,976$4.9M0.14%
146AMGEN INC COMAMGN17,174$4.9M0.14%
147AES CORP COMAES268,495$4.8M0.14%
148JP MORGAN CHASE & CO COMVYLD24,019$4.8M0.14%
149PEPSICO INC COMPEP26,955$4.7M0.14%
150BOOT BARN HLDGS INC COMBOOT49,334$4.7M0.14%
151GRAPHIC PACKAGING HLDG CO COMGPK160,808$4.7M0.14%
152OLD DOMINION FGHT LINES INC COMODFL20,990$4.6M0.13%
153STARBUCKS CORP COMSBUX49,629$4.5M0.13%
154WINGSTOP INC COMWING12,365$4.5M0.13%
155BANCORP INC DEL COMTBBK133,567$4.5M0.13%
156UNION PAC CORP COMUNP18,029$4.4M0.13%
157EXXON MOBIL CORP COMXOM38,132$4.4M0.13%
158ISHARES TR S&P 100 ETF46428710117,850$4.4M0.13%
159KINDER MORGAN INC DEL COMEP-PC238,418$4.4M0.13%
160VANGUARD INDEX FDS REIT ETF92290855350,456$4.4M0.13%
161INVITATION HOMES INC COMINVH121,022$4.3M0.13%
162DOLLAR GEN CORP NEW COM25667710527,385$4.3M0.13%
163CASEYS GEN STORES INC COM14752810313,140$4.2M0.12%
164DEERE & CO COMDE10,113$4.2M0.12%
165FACTSET RESH SYS INC COM3030751059,004$4.1M0.12%
166HYATT HOTELS CORP COM CL AH25,442$4.1M0.12%
167JOHNSON & JOHNSON COMJNJ25,225$4.0M0.12%
168CIVITAS RESOURCES INC COM NEW17888H10352,167$4.0M0.12%
169HOULIHAN LOKEY INC CL AHLI30,486$3.9M0.11%
170MCKESSON CORP COMMCK7,271$3.9M0.11%
1713M COMMM35,796$3.8M0.11%
172ILLINOIS TOOL WKS INC COM45230810914,022$3.8M0.11%
173TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADR87403910027,613$3.8M0.11%
174TRAVELERS COMPANIES, INC COMTRV16,182$3.7M0.11%
175DOMINOS PIZZA INC COMDPZ7,355$3.7M0.11%
176ALTRIA GROUP INCMO82,834$3.6M0.11%
177ISHARES S&P NATIONAL MUNIS AMT-FREE46428841433,330$3.6M0.10%
178LAUDER ESTEE COS INC CL A51843910422,790$3.5M0.10%
179VERTIV HOLDINGS CO COM CL AVRT42,840$3.5M0.10%
180BRISTOL MYERS SQUIBB CO COMCELG-RI64,166$3.5M0.10%
181AMERICAN WTR WKS CO INC NEW COM03042010328,235$3.5M0.10%
182VANGUARD INDEX FDS GROWTH ETF9229087369,902$3.4M0.10%
183ISHARES NON-US STOCKS46428824063,708$3.4M0.10%
184OTTER TAIL CORP COMOTTR39,095$3.4M0.10%
185EMERSON ELEC CO COMEMR29,648$3.4M0.10%
186GILEAD SCIENCES INC COMGILD45,068$3.3M0.10%
187APPLIED MATLS INC COM03822210515,959$3.3M0.10%
188BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A7,745$3.3M0.10%
189SPDR GOLD TRUST GOLD SHSGLD15,551$3.2M0.09%
190QUALCOMM INC COMQCOM18,750$3.2M0.09%
191POOL CORP COMPOOL7,783$3.1M0.09%
192EMERSON ELEC CO COMEMR27,182$3.1M0.09%
193GUIDEWIRE SOFTWARE INC COMGWRE26,354$3.1M0.09%
194NVIDIA CORP COMNVDA3,385$3.1M0.09%
195ISHARES INC CORE MSCI EMKT46434G10359,232$3.1M0.09%
196STRYKER CORP COMSYK8,456$3.0M0.09%
197ALPHABET INC CL AGOOG20,040$3.0M0.09%
198ISHARES RUSSELL 2000 INDEX46428765514,060$3.0M0.09%
199LPL FINL HLDGS INC COM50212V10011,104$2.9M0.09%
200ISHARES GOLD TR ISHARES NEWIAU69,677$2.9M0.09%
201ISHARES TR KLD SOCIAL INDEX46428880226,798$2.9M0.09%
202RENAISSANCERE HOLDINGS LTD COMRNR-PG12,225$2.9M0.08%
203HOME DEPOT INC COMHD7,482$2.9M0.08%
204PROCTER & GAMBLE CO COM74271810917,682$2.9M0.08%
205VANGUARD MUN BD FDS TAX EXEMPT BD92290774656,068$2.8M0.08%
206ISHARES S&P MIDCAP 400 VALUE46428770523,437$2.8M0.08%
207ISHARES S&P MIDCAP 400 INDEX46428750745,340$2.8M0.08%
208BANK OF AMERICA CORPORATION COM06050510472,303$2.7M0.08%
209INTEL CORP COMINTC61,221$2.7M0.08%
210BRUNSWICK CORP COMBC-PC27,973$2.7M0.08%
211CHEVRON CORP COMCVX16,743$2.6M0.08%
212INTERPUBLIC GROUP COS INC COMINTR80,737$2.6M0.08%
213NUSHARES ETF TR NUVEEN ESG MIDCPNU58,664$2.6M0.08%
214COSTCO WHSL CORP NEW COM22160K1053,553$2.6M0.08%
215VANGUARD WHITEHALL FDS INC HIGH DIV YLD92194640621,504$2.6M0.08%
216VISA INC COM CL AV9,289$2.6M0.08%
217AMERICAN ELEC PWR INC COM02553710128,771$2.5M0.07%
218AVANTOR INC COMAVTR96,766$2.5M0.07%
219COLGATE PALMOLIVE CO COMCL27,392$2.5M0.07%
220TEXAS INSTRS INC COM88250810414,126$2.5M0.07%
221RPM INTL INC COM74968510320,003$2.4M0.07%
222MOODYS CORP COMMCO5,969$2.3M0.07%
223FIVE BELOW INC COMFIVE12,925$2.3M0.07%
224ISHARES RUSSELL 1000 GROWTH4642876146,938$2.3M0.07%
225ISHARES RUSSELL MIDCAP VALUE46428747318,381$2.3M0.07%
226PROGRESS SOFTWARE CORP COM74331210041,858$2.2M0.07%
227EATON CORP PLC SHSETN7,134$2.2M0.07%
228DATADOG INC CL A COMDDOG18,008$2.2M0.07%
229MERCK & CO INC NEW COMMRK16,842$2.2M0.07%
230INVESCO VARIABLE RATE PFDIVZ92,893$2.2M0.06%
231YUM BRANDS INC COMYUM15,886$2.2M0.06%
232VANGUARD INTL EQUITY INDEX FALLWRLD EX US92204277537,299$2.2M0.06%
233AUTOMATIC DATA PROCESSING INCOMADP8,693$2.2M0.06%
234ISHARES S&P 500 INDEX4642872004,113$2.2M0.06%
235SPROTT INC COM NEWSII58,480$2.2M0.06%
236SPS COMM INC COMSPSC11,585$2.1M0.06%
237NOVARTIS A G SPONSORED ADRNVSEF21,845$2.1M0.06%
238CARRIER GLOBAL CORPORATION COMCARR36,244$2.1M0.06%
239NEXTERA ENERGY INC COMNEE-PW32,907$2.1M0.06%
240PORTLAND GEN ELEC CO COM NEW73650884749,951$2.1M0.06%
241INTUITIVE SURGICAL INC COM NEWISRG5,250$2.1M0.06%
242CISCO SYS INC COMCSCO41,297$2.1M0.06%
243LAM RESEARCH CORP COMLRCX2,093$2.0M0.06%
244MASTERCARD INC CL AMA4,209$2.0M0.06%
245ACCENTURE PLC IRELAND SHS CLASS AACN5,844$2.0M0.06%
246MARATHON PETE CORP COMMARA10,000$2.0M0.06%
247GALLAGHER ARTHUR J & CO COM3635761098,050$2.0M0.06%
248GENERAL MLS INC COM37033410428,437$2.0M0.06%
249CHECK POINT SOFTWARE TECH LTORDM2246510411,855$1.9M0.06%
250UNITEDHEALTH GROUP INC COMUNH3,889$1.9M0.06%
251MONDELEZ INTL INC CL A60920710527,455$1.9M0.06%
252DIAGEO P L C SPON ADR NEWDGEAF12,909$1.9M0.06%
253AMERICAN TOWER CORP03027X1009,625$1.9M0.06%
254VEEVA SYS INC CL A COMVEEV8,151$1.9M0.06%
255PROLOGIS INC COMPLDGP14,382$1.9M0.05%
256FORTINET INC COMFTNT27,185$1.9M0.05%
257SCHWAB STRATEGIC TR US LRG CAP ETF80852420129,743$1.8M0.05%
258VANGUARD INDEX FDS STK MRK ETF9229087697,100$1.8M0.05%
259SECTOR SPDR TR TECHNOLOGY81369Y8038,789$1.8M0.05%
260BECTON DICKINSON & CO COMBDX7,389$1.8M0.05%
261KLA-TENCOR CORP COMKLAC2,543$1.8M0.05%
262GENERAL ELECTRIC CO COM NEW36960430110,053$1.8M0.05%
263UNITED PARCEL SERVICE INC CL BUPS11,808$1.8M0.05%
264VANGUARD FTSE DEVELOPED MARKETS92194385834,406$1.7M0.05%
265MCKESSON CORP COMMCK3,212$1.7M0.05%
266INVESCO QQQ TR SER 1IVZ3,835$1.7M0.05%
267CONOCOPHILLIPSCOP13,318$1.7M0.05%
268SPDR SERIES TRUST INTR TRM CORP BD78464A37550,916$1.7M0.05%
269NUSHARES ETF TR NUVEEN ESG SMLCPNU39,911$1.7M0.05%
270PALO ALTO NETWORKS INC COMPANW5,760$1.6M0.05%
271ISHARES TR LEHMAN AGGREGATE BONDS46428722616,686$1.6M0.05%
272BIOGEN IDEC INCBIIB7,546$1.6M0.05%
273NIKE INC CL BNKE17,216$1.6M0.05%
274LOWES COS INC COM5486611076,169$1.6M0.05%
275ABBOTT LABS COMABLZF13,759$1.6M0.05%
276MCDONALDS CORP COMMCD5,462$1.5M0.05%
277OTIS WORLDWIDE CORP COMOTIS15,451$1.5M0.04%
278ABBVIE INC COMABBV8,409$1.5M0.04%
279SCHWAB CHARLES CORP NEW COMSCHW-PJ20,866$1.5M0.04%
280CHUBB LTDCB5,786$1.5M0.04%
281INTUITIVE SURGICAL INC COM NEWISRG3,618$1.4M0.04%
282AMERICAN EXPRESS CO COMAXP6,223$1.4M0.04%
283TRAVELERS COMPANIES, INC COMTRV6,034$1.4M0.04%
284BRISTOL MYERS SQUIBB CO COMCELG-RI25,510$1.4M0.04%
285THE CIGNA GROUP COM1255231003,768$1.4M0.04%
286ULTA BEAUTY INC COMULTA2,617$1.4M0.04%
287SPDR SER TR BBG CONV SEC ETF78464A35918,300$1.3M0.04%
288THERMO FISHER SCIENTIFIC INCCOMTMO2,297$1.3M0.04%
289MARATHON PETE CORP COMMARA6,619$1.3M0.04%
290ISHARES S&P SMCAP 600 VALUE46428787912,975$1.3M0.04%
291UNILEVER PLC SPON ADR NEWUNLYF26,370$1.3M0.04%
292RTX CORPORATION COMRTX13,514$1.3M0.04%
293TARGET CORP COMTGT7,330$1.3M0.04%
294MICROCHIP TECHNOLOGY INC COMMCHPP14,330$1.3M0.04%
295LOCKHEED MARTIN CORP COMLMT2,820$1.3M0.04%
296INVESCO EXCHANGE TRADED FD TS&P500 EQL WGTIVZ7,475$1.3M0.04%
297SMUCKER J M CO COM NEW83269640510,000$1.3M0.04%
298WASTE MGMT INC DEL COM94106L1095,902$1.3M0.04%
299WELLS FARGO & CO NEW COM94974610121,679$1.3M0.04%
300KIMBERLY CLARK CORP COMKMB9,646$1.2M0.04%
301INVESCO TAXABLE MUNICIPAL BDIVZ46,808$1.2M0.04%
302CITIGROUP INC COM NEWC-PR19,487$1.2M0.04%
303AIR PRODS & CHEMS INC COMAIIR5,061$1.2M0.04%
304ISHARES RUSSELL MIDCAP INDEX46428749914,527$1.2M0.04%
305CANADIAN NATL RY CO COM1363751029,248$1.2M0.04%
306WESTERN ASSET INTER MUNI FD COM958435109151,992$1.2M0.04%
307APTIV PLC SHSAPTV15,078$1.2M0.04%
308VANGUARD INDEX FDS EXTEND MKT ETF9229086526,673$1.2M0.03%
309NORTHROP GRUMMAN CORP COMNOC2,412$1.2M0.03%
310TJX COS INC87254010911,329$1.1M0.03%
311SHELL PLC SPON ADSRYDAF17,118$1.1M0.03%
312DISNEY WALT CO COM DISNEY2546871069,358$1.1M0.03%
313INVESCO EXCHANGE TRADED FD TS&P500 QUALITYIVZ18,749$1.1M0.03%
314PIMCO ETF TR ENHAN SHRT MAT72201R83311,251$1.1M0.03%
315BLACKROCK INC COMBLK1,355$1.1M0.03%
316WORLD GOLD TR SPDR GLD MINISGLDW25,500$1.1M0.03%
317ISHARES RUSSELL 1000 GROWTH4642876143,294$1.1M0.03%
318VANECK VECTORS MORNINGSTAR WIDE92189F64312,295$1.1M0.03%
319ISHARES RUSSELL 2000 VALUE4642876306,933$1.1M0.03%
320VANGUARD SHRT-TERM CORP92206C40914,119$1.1M0.03%
321UNIVERSAL HLTH SVCS INC CL B9139031005,950$1.1M0.03%
322DOW INC COMDOW18,575$1.1M0.03%
323AT&T INC COMT-PC60,703$1.1M0.03%
324AUTOMATIC DATA PROCESSING INCOMADP4,261$1.1M0.03%
325BLACKROCK ENH CAP & INC FD ICOMBLK54,050$1.1M0.03%
326INVESCO EXCHANGE TRADED FD TBUYBACK ACHIEVIVZ9,600$1.0M0.03%
327LILLY ELI & CO COMLLY1,324$1.0M0.03%
328TRANSDIGM GROUP INC COMTDG826$1.0M0.03%
329MERCADOLIBRE INC COMMELI669$1.0M0.03%
330VANGUARD EMERGING MARKET EQUITY ETF92204285824,100$1.0M0.03%
331VANGUARD INDEX FDS MCAP VL IDXVIP9229085126,451$1.0M0.03%
332VANGUARD WORLD FD ESG US STK ETF92191073310,785$1.0M0.03%
333SYNCHRONY FINANCIAL COMSYF-PB23,211$1.0M0.03%
334BOEING CO COMBA-PA5,128$989,6470.03%
335AMGEN INC COMAMGN3,433$976,0700.03%
336NUSHARES ETF TR NUVEEN ESG INTLNU31,304$972,3000.03%
337HESS CORP COMHESM6,366$971,6960.03%
338SELECT SECTOR SPDR TR SBI CONS DISCR81369Y4075,273$969,6450.03%
339MEDTRONIC PLC SHSMDT11,059$963,7790.03%
340VERIZON COMMUNICATIONS COMVZ22,964$963,3310.03%
341ARISTA NETWORKS INC COMANET3,322$963,2790.03%
342NORFOLK SOUTHERN CORP COM6558441083,761$958,5610.03%
343ISHARES S&P SMALL CAP 6004642878048,665$957,6500.03%
344ISHARES DJ SELECT DIVD INDEX4642871687,662$943,8010.03%
345HERSHEY CO COMHSY4,828$939,0440.03%
346VANGUARD INDEX FDS REIT ETF92290855310,854$938,5420.03%
347ISHARES TR CORE HIGH DV ETF46429B6638,344$919,5820.03%
348PHILLIPS 66 COMPSX5,536$904,2450.03%
349DANAHER CORP DEL COM2358511023,621$904,2300.03%
350BP AMOCO P L C SPONSORED ADRBPPFF23,254$876,1990.03%
351HONEYWELL INTL INC COM4385161064,251$872,5120.03%
352AMERICA MOVIL SAB DE CVAMXOF45,816$854,4560.03%
353PACCAR INC COMPCAR6,892$853,8490.02%
354META PLATFORMS INC CL AMETA1,738$843,9340.02%
355SPROTT PHYSICAL GOLD TR UNITSII48,717$842,3150.02%
356TARGET CORP COMTGT4,692$831,4640.02%
357PHILIP MORRIS INTL INC COM7181721099,027$827,0500.02%
358ELEVANCE HEALTH INCELV1,566$812,0090.02%
359T ROWE PRICE GROUP INCTROW6,610$805,8860.02%
360VANGUARD BD INDEX FD INC SHORT TRM BOND92193782710,500$805,0320.02%
361NXP SEMICONDUCTORS N V COMNXPI3,235$801,5290.02%
362VANGUARD INDEX FDS MID CAP ETF9229086293,200$799,5520.02%
363BLACKSTONE INC COMBX5,999$788,0850.02%
364CADENCE DESIGN SYSTEMS INCCDNS2,504$779,4040.02%
365UNION PAC CORP COMUNP3,141$772,4610.02%
366FRANKLIN TEMPLETON ETF TR FRANKLIN INDIAFGDL20,810$766,6380.02%
367VANGUARD WORLD FDS HEALTH CAR ETF92204A5042,826$764,4590.02%
368ALLSTATE CORP COMALL-PJ4,399$761,0700.02%
369MCCORMICK & CO INC COM NON VTGMKC-V9,862$757,4910.02%
370HILTON WORLDWIDE HLDGS INC COMHLT3,513$749,3470.02%
371COMCAST CORPCCZ17,263$748,1750.02%
372HUBBELL INC COMHUBB1,793$744,1640.02%
373WISDOMTREE TR US TOTAL DIVIDNDWT10,467$740,2260.02%
374ORACLE CORP COMORCL-PD5,836$733,0560.02%
375SONY CORP SPONSORED ADRSNEJF8,532$731,5240.02%
376ISHARES S&P 500/BARRA VALUE4642874083,873$723,5140.02%
377GENUINE PARTS CO COMGPC4,598$712,3510.02%
378ISHARES SILVER TRUST ISHARESSLV31,000$705,2500.02%
379ATMOS ENERGY CORP COMATO5,908$702,2730.02%
380TOTAL S A SPONSORED ADRTTE9,980$686,9120.02%
381PAYCHEX INC COMPAYX5,558$682,5150.02%
382SPDR SER TR S&P DIVID ETF78464A7635,195$681,7900.02%
383ASTRAZENECA PLC SPONSORED ADRAZN9,744$660,1450.02%
384ISHARES S&P MIDCAP400 GROWTH4642876067,234$660,1010.02%
385ISHARES MSCI EMERGING MKTS46428723415,988$656,6240.02%
386COCA COLA CO COMKO10,583$647,4650.02%
387AMETEK INC NEW COMAME3,477$635,9390.02%
388PFIZER INC COMPFE22,639$628,2270.02%
389SECTOR SPDR TR TECHNOLOGY81369Y8032,943$612,9370.02%
390ECOLAB INC COMECL2,652$612,3410.02%
391DUPONT DE NEMOURS INC COMDD7,917$606,9950.02%
392AON PLC SHS CL AAON1,803$601,6750.02%
393AMERICAN WTR WKS CO INC NEW COM0304201034,902$599,0720.02%
394VANGUARD INDEX FDS SM CP VAL ETF9229086113,122$599,0450.02%
395US BANCORP DEL COM NEWUSB-PS13,290$594,0560.02%
396ISHARES NON-US STOCKS46428824010,999$587,1260.02%
397J P MORGAN EXCHANGE TRADED FBETABUILDRS US46641Q3996,201$585,5600.02%
398GOLDMAN SACHS GROUP INC COMGSCE1,395$582,6720.02%
399BROADCOM INCAVGO434$575,2250.02%
400GOLDMAN SACHS ETF TR ACTIVEBETA EMENVGLF17,845$559,2530.02%
401AFLAC INC COMAFL6,512$559,1140.02%
402I SHARES MSCI EAFE IDEX FUND4642874656,946$554,7060.02%
403TRANE TECHNOLOGIES PLC SHSTT1,847$554,4450.02%
404SPDR SERIES TRUST BARC CAPTL ETF78464A47418,550$552,2300.02%
405ISHARES MSCI EAFE VALUE INDX46428887710,109$549,9280.02%
406SEMPRA ENERGY COMSREA7,575$544,1090.02%
407BAXTER INTL INC COM07181310912,701$542,7110.02%
408VERALTO CORPVLTO6,092$540,0220.02%
409CORTEVA INC COMCTVA9,242$532,9520.02%
410ISHARES TR MSCI USA MIN VOL46429B6976,356$531,2340.02%
411BANK NEW YORK MELLON CORP COM0640581009,185$529,1430.02%
412ISHARES TR MSCI KLD400 SOC4642885705,184$522,5970.02%
413INTERCONTINENTAL EXCHANGE INCOM45866F1043,784$520,0300.02%
414TE CONNECTIVITY LTD SHSTEL3,565$517,7760.02%
415VALERO ENERGY CORP NEW COMVLO2,980$508,6520.01%
416BHP BILLITON LTD SPONSORED ADRBHPLF8,784$506,6570.01%
417BCE INC COM NEWBCPPF14,872$505,2000.01%
418CORTEVA INC COMCTVA8,744$504,2640.01%
419VANGUARD INDEX FDS MCAP GR IDXVIP9229085382,116$498,9300.01%
420EQUINIX INC COMEQIX599$494,3670.01%
421ANALOG DEVICES INC COMADI2,487$491,8950.01%
422ISHR US HEALTHCARE4642877627,875$487,4610.01%
423DOW INC COMDOW8,373$485,0460.01%
424ISHARES S&P SMCAP 600 GROWTH4642878873,702$483,9610.01%
425WISDOMTREE TR US LARGECAP DIVDWT6,580$475,0090.01%
426WABTEC COM9297401083,258$474,6180.01%
427L3HARRIS TECHNOLOGIES INC COMLHX2,176$463,7020.01%
428FISERV INC COMFISV2,885$461,0760.01%
429CATERPILLAR INC DEL COMCAT1,252$458,7560.01%
430PARKER HANNIFIN CORP COMPH819$455,1780.01%
431CANADIAN PACIFIC KANSAS CITYCOMCP5,157$454,6870.01%
432LINDE PLC SHSLIN977$453,6360.01%
433HERITAGE COMM CORP COMHTBK52,791$452,9460.01%
434ISHARES US CONSUMER4642875805,520$452,4730.01%
435BROOKFIELD CORP11271J10710,800$452,0880.01%
436ISHARES TR CORE MSCI EAFE46432F8426,053$449,2500.01%
437COINBASE GLOBAL INC COM CL ACOIN1,692$448,5590.01%
438EOG RES INC COMEOG3,472$443,8560.01%
439ISHARES DJ EUR/.PAC DIV46428844815,737$441,2580.01%
440REINSURANCE GRP OF AMERICA ICOM NEW7593516042,287$441,1150.01%
441INTUIT COMINTU678$440,7000.01%
442NETFLIX INC COMNFLX722$438,4860.01%
443DUPONT DE NEMOURS INC COMDD5,711$437,8470.01%
444ISHARES MIN VOL GBL ETF4642865254,150$436,8700.01%
445PDD HOLDINGS INC SPONSORED ADSPDD3,750$435,9360.01%
446SELECT SECTOR SPDR TR COMMUNICATION81369Y8525,301$432,8260.01%
447CVS CORP COMCVS5,306$423,1960.01%
448ISHARE BIOTECH4642875563,071$421,3980.01%
449ISHARES NATIONAL 0-5 YR MUNIS4642881584,011$420,0670.01%
450ISHARES TR CORE S&P TTL STK4642871503,601$415,1920.01%
451SELECT SECTOR SPDR TR FINANCIALS81369Y6059,719$409,2630.01%
452COLGATE PALMOLIVE CO COMCL4,537$408,5560.01%
453QUALCOMM INC COMQCOM2,400$406,3200.01%
454ISHARES SHORT-TERM CORPORATEBOND ETF4642886467,910$405,5380.01%
455WAL MART STORES INC COMWMT6,675$401,6300.01%
456DUKE ENERGY CORP NEW COM NEWDUKB4,124$398,8270.01%
457SELECT SECTOR SPDR TR SBI INT-INDS81369Y7043,161$398,1540.01%
458IDEXX LABS INC COM45168D104735$396,8390.01%
459SPDR SER TR PORTFOLIO S&P60078468R8539,205$396,1820.01%
460INVESCO WATER RESOURCES ETFIVZ5,850$389,3760.01%
461WELLS FARGO & CO NEW COM9497461016,649$385,3090.01%
462WELLS FARGO CO NEW PERP PFD CNV A949746804315$384,0870.01%
463PRUDENTIAL FINANCIAL INCPUKPF3,264$383,1890.01%
464ZIMMER HLDGS INC COMZBH2,903$383,1350.01%
465PIONEER NATURAL RESOURCES COMPANY7237871071,444$379,0500.01%
466FORTIVE CORP COMFTV4,390$377,6220.01%
467SYNCHRONY FINANCIAL COMSYF-PB8,731$376,3930.01%
468CHIPOTLE MEXICAN GRILL INC COMCMG129$374,9700.01%
469METLIFE INC.MET-PF5,000$370,5500.01%
470AIRBNB INC COM CL AABNB2,236$368,8400.01%
471NOVARTIS A G SPONSORED ADRNVSEF3,807$368,2490.01%
472TRUIST FINL CORP COM89832Q1099,419$367,0420.01%
473CINTAS CORP COMCTAS528$362,7440.01%
474VERISK ANALYTICS INC COMVRSK1,533$361,3640.01%
475ISHARES GLOBAL INTERMEDIATE CREDIT INDEX4642886386,973$359,7320.01%
476M & T BK CORP COM55261F1042,458$357,4830.01%
477PAYPAL HLDGS INC COMPYPL5,321$356,4410.01%
478ISHARES RUSSEL MIDCAP GROWTH4642874813,106$354,5180.01%
479PROLOGIS INC COMPLDGP2,713$353,2860.01%
480SCHWAB STRATEGIC TR US SML CAP ETF8085246077,102$349,7020.01%
481S&P GLOBAL INCSPGI819$348,4410.01%
482GE HEALTHCARE TECHNOLOGIES ICOMMON STOCKGEHC3,833$348,4150.01%
483CARRIER GLOBAL CORPORATION COMCARR5,990$348,1970.01%
484SYSCO CORP COMSYY4,278$347,2870.01%
485REINSURANCE GRP OF AMERICA ICOM NEW7593516041,800$347,1840.01%
486TEXTRON INC COMTXT3,600$345,3480.01%
487AT&T INC COMT-PC19,450$342,1240.01%
488KIMBERLY CLARK CORP COMKMB2,600$336,3080.01%
489INVESTORS TITLE CO COMITIC2,055$335,3550.01%
490AUTODESK INC COMADSK1,286$334,8810.01%
491DIMENSIONAL ETF TRUST US CORE EQUITY 225434V70810,468$334,4510.01%
492ISHARES MSCI EAFE VALUE INDX4642888776,138$333,9060.01%
493FASTENAL CO COMFAST4,307$332,1930.01%
494SELECT SECTOR SPDR TR SBI HEALTHCARE81369Y2092,242$331,2080.01%
495INVESCO EXCHANGE TRADED FD TDYNMC PHRMCTLSIVZ4,130$331,0190.01%
496ISHARES TR 3 7 YR TREAS BD4642886612,842$329,1280.01%
497ISHARES TR INTRM GOV CR ETF4642886123,153$327,8480.01%
498ISHARES GOLD TR ISHARES NEWIAU7,800$327,6000.01%
499SCHWAB STRATEGIC TR US DIVIDEND EQ8085247973,994$322,0340.01%
500AFLAC INC COMAFL3,748$321,8010.01%