Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

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

Essex Savings Bank

Quarter ended Q4 2024 · Filed January 14, 2025 · Accession 0001999371-25-000325

Total Value
$404.0M
Positions
551
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1CHEVRON COMCVX127,083$18.4M4.57%
2EXXON MOBIL CORPORATIONXOM155,632$16.7M4.15%
3APPLE COMPUTER INC. CMN.AAPL63,591$15.9M3.95%
4APPLE COMPUTER INC. CMN.AAPL49,057$12.3M3.05%
5AUTOMATIC DATA PROCESSING INC - TAXABLEADP40,824$11.9M2.97%
6BERKSHIRE HATHAWAY INC DELBRK-A15$10.2M2.53%
7MICROSOFT COMMSFT21,445$9.0M2.24%
8JOHNSON & JOHNSON COMJNJ52,437$7.6M1.88%
9NVIDIA CORPNVDA43,870$5.9M1.46%
10AMAZON COM INC COMAMZN26,011$5.7M1.42%
11LILLY ELI & COMPANYLLY7,072$5.5M1.35%
12ISHARES TR S&P 500 INDEX4642872007,327$4.3M1.07%
13VERISK ANALYTICS INC CL AVRSK15,500$4.3M1.06%
14TARGET CORPORATIONTGT31,306$4.2M1.05%
15ALPHABET INC.GOOG20,908$4.0M0.99%
16BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A8,581$3.9M0.97%
17JP MORGAN CHASE & CO COMVYLD15,899$3.8M0.95%
18ALPHABET INC CAP STK CL AGOOG19,541$3.7M0.92%
19HOME DEPOT COMHD9,160$3.6M0.88%
20BROADCOM INCAVGO14,758$3.4M0.85%
21LILLY ELI & COMPANYLLY3,982$3.1M0.76%
22JP MORGAN CHASE & CO COMVYLD12,677$3.0M0.75%
23MICROSOFT COMMSFT7,139$3.0M0.75%
24PROCTER & GAMBLE CO.74271810917,719$3.0M0.74%
25HOME DEPOT COMHD7,554$2.9M0.73%
26VANGUARD INDEX FDS S&P 500 ETF SHS9229083635,417$2.9M0.72%
27WAL-MARTWMT28,807$2.6M0.65%
28FACEBOOK INC CL AMETA4,388$2.6M0.64%
29PROCTER & GAMBLE CO.74271810915,151$2.5M0.63%
30EXXON MOBIL CORPORATIONXOM23,344$2.5M0.62%
31BROADCOM INCAVGO10,779$2.5M0.62%
32VISA INC COM CL AV7,902$2.5M0.62%
33JOHNSON & JOHNSON COMJNJ16,947$2.5M0.61%
34VISA INC COM CL AV7,701$2.4M0.60%
35ALPHABET INC.GOOG11,961$2.3M0.57%
36VANGUARD INDEX FDS S&P 500 ETF SHS9229083634,049$2.2M0.54%
37SPDR TR UNIT SER 1SPY3,644$2.1M0.53%
38INVESCO QQQ TR UNIT SER 1IVZ4,024$2.1M0.51%
39DEERE & CO COMDE4,775$2.0M0.50%
40ISHARES TR CORE S&P TTL STK46428715015,410$2.0M0.49%
41MOODYS CORP COMMCO4,090$1.9M0.48%
42RTX CORPORATION COMRTX16,693$1.9M0.48%
43TRANE TECHNOLOGIES PLCTT5,000$1.8M0.46%
44MERCK & CO INCMRK17,849$1.8M0.44%
45STRYKER CORPSYK4,827$1.7M0.43%
46MASTERCARD INCORPORATED CL AMA3,271$1.7M0.43%
47PEPSICO INCPEP11,307$1.7M0.43%
48VANGUARD MID CAP ETF9229086296,226$1.6M0.41%
49VANGUARD TOTAL STK MKT ETF9229087695,656$1.6M0.41%
50VANGUARD TAX-MANAGED FD EUROPE PAC ETF92194385834,047$1.6M0.40%
51MCDONALDS CORP COMMCD5,543$1.6M0.40%
52AMAZON COM INC COMAMZN7,318$1.6M0.40%
53MERCK & CO INCMRK15,518$1.5M0.38%
54ISHARES TR S&P 500 INDEX4642872002,608$1.5M0.38%
55VANGUARD SCOTTSDALE FDS INTER TERM TREAS92206C70626,468$1.5M0.38%
56WAL-MARTWMT16,966$1.5M0.38%
57INVESCO QQQ TR UNIT SER 1IVZ2,987$1.5M0.38%
58NETFLIX INC COMNFLX1,690$1.5M0.37%
59NORFOLK SOUTHERN CORP COM6558441086,195$1.5M0.36%
60ABBVIE INC COMABBV8,055$1.4M0.36%
61CATERPILLAR INC COMCAT3,920$1.4M0.35%
62KIMBERLY - CLARK CORPKMB10,777$1.4M0.35%
63CISCOCSCO23,643$1.4M0.35%
64PEPSICO INCPEP8,849$1.3M0.33%
65COSTCO WHSL CORP NEW COM22160K1051,456$1.3M0.33%
66ISHARES TR RUSSELL 20004642876555,984$1.3M0.33%
67TESLA MTRS INC COMTSLA3,193$1.3M0.32%
68SPDR TR UNIT SER 1SPY2,113$1.2M0.31%
69SCHWAB CHARLES CORP NEW COMSCHW-PJ16,497$1.2M0.30%
70ALPHABET INC CAP STK CL AGOOG6,418$1.2M0.30%
71JP MORGAN ETF ULTRA SHORT INCOME46641Q83724,063$1.2M0.30%
72ADOBE INC COMADBE2,684$1.2M0.30%
73VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF9219464069,184$1.2M0.29%
74ACCENTURE PLC IRELAND SHS CLASS AACN3,294$1.2M0.29%
75UNION PAC CORP COMUNP4,960$1.1M0.28%
76VANGUARD ADMIRAL FDS INC 500 GRTH IDX F9219325053,046$1.1M0.28%
77BLACKROCK INC COMBLK1,073$1.1M0.27%
78RTX CORPORATION COMRTX9,461$1.1M0.27%
79VANGUARD INDEX FDS SMALL CP ETF9229087514,443$1.1M0.26%
80ISHARES DIVIDEND GROWTH ETF46434V62117,236$1.1M0.26%
81ISHARES TR INDEX RUSSELL1000GRW4642876142,620$1.1M0.26%
82CHEVRON COMCVX7,213$1.0M0.26%
83INTL BUSINESS MACHINES COMINTR4,749$1.0M0.26%
84UNITEDHEALTH GROUP INCUNH2,013$1.0M0.25%
85L3HARRIS TECHNOLOGIES INC COMLHX4,824$1.0M0.25%
86PALO ALTO NETWORKS INC COMPANW5,460$993,4970.25%
87ABBVIE INC COMABBV5,533$983,2070.24%
88BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A2,142$970,8990.24%
89GRAINGER W.W. INC384802104899$947,5810.24%
90ISHARES TR S&P SMALL CAP 600 INDEX4642878048,168$941,1120.23%
91EATON CORP CMNETN2,774$920,5730.23%
92ISHARES TR S&P 500 GRWT ETF4642873099,055$919,3540.23%
93ISHARES TR S&P 500 GRWT ETF4642873098,856$899,1480.22%
94VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF9219464067,028$896,6970.22%
95GENERAL DYNAMICS CORPORATIONGD3,380$890,5610.22%
96AUTOMATIC DATA PROCESSING INC - TAXABLEADP3,029$886,6440.22%
97AFLAC INC COMAFL8,511$880,3770.22%
98COLGATE PALMOLIVE COCL9,660$878,0920.22%
99VANGUARD SCOTTSDALE FDS SHORT TERM TREAS92206C10214,932$868,7410.22%
100BLACKROCK INC COMBLK843$864,1550.21%
101LOCKHEED MARTIN CORP COMLMT1,777$863,5060.21%
102VANGUARD TAX-MANAGED FD EUROPE PAC ETF92194385818,028$861,9130.21%
103ISHARES TR RUSSELL 20004642876553,878$856,8800.21%
104CHENIERE ENERGY INC COM NEWLNG3,970$853,0310.21%
105VANGUARD SPECIALIZED PORT DIVD APPREC INDX ETF9219088444,323$846,5690.21%
106ISHARES TR S&P SMALL CAP 600 INDEX4642878047,221$832,0010.21%
107SALESFORCE COM INC COMCRM2,478$828,4390.21%
108SONOCO PRODS CO COM83549510216,531$807,3730.20%
109CATERPILLAR INC COMCAT2,209$801,3340.20%
110ILLINOIS TOOL WKS INC COM4523081093,151$798,9670.20%
111ORACLE CORPORATIONORCL-PD4,781$796,6990.20%
112AMGEN INC COMAMGN3,045$793,6110.20%
113HONEYWELL INTL INC COM4385161063,399$767,7970.19%
114NEXTERA ENERGY INCNEE-PW10,621$761,4080.19%
115WELLS FARGO & CO NEW COM94974610110,809$759,2240.19%
116VANGUARD INDEX FDS SMALL CP ETF9229087513,156$758,3220.19%
117LOCKHEED MARTIN CORP COMLMT1,540$748,3430.19%
118GOLDMAN SACHSGSCE1,243$711,7480.18%
119INTL BUSINESS MACHINES COMINTR3,211$705,8680.18%
120BRISTOL MYERS SQUIBBCELG-RI12,454$704,3880.17%
121CISCOCSCO11,869$702,6380.17%
122SALESFORCE COM INC COMCRM2,097$701,0660.17%
123AMERICAN EXPRESSAXP2,354$698,6140.17%
124ISHARES TR S&P MIDCAP 40046428750711,176$696,3740.17%
125BERKSHIRE HATHAWAY INC DELBRK-A1$680,9200.17%
126ISHARES INC CORE MSCI EMKT46434G10312,690$662,6670.16%
127VANGUARD ADMIRAL FDS INC MIDCP 400 IDX9219328856,146$648,4030.16%
128COMCAST CORP NEW CL ACCZ17,220$646,0910.16%
129PFIZER INC COMPFE24,348$645,7060.16%
130DANAHER CORPORATION2358511022,797$642,0480.16%
131VANGUARD INDEX FDS VALUE ETF9229087443,785$640,7980.16%
132ISHARES TR DJ US TECH SEC4642877214,015$640,4720.16%
133ISHARES TR INDEX RUSSELL MCP GR4642874815,043$639,2000.16%
134COCA COLA CO COMKO10,261$638,8460.16%
135COCA COLA CO COMKO10,259$638,7150.16%
136TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR8740391003,185$629,0000.16%
137CVS CORP.CVS14,015$628,9910.16%
138FLEXSHARES TR ESG & CLM US LRGFLEX9,500$624,0550.15%
139ECOLAB INC COMECL2,650$620,9450.15%
140ISHARES TR S&P 500 VAL ETF4642874083,242$618,8320.15%
141NOVO-NORDISK A S ADRNONOF7,164$616,2470.15%
142PALO ALTO NETWORKS INC COMPANW3,368$612,8370.15%
143ISHARES TR CORE MSCI EAFE46432F8428,666$609,0430.15%
144CUMMINS INC COMCMI1,735$604,8030.15%
145HONEYWELL INTL INC COM4385161062,670$603,1210.15%
146ADOBE INC COMADBE1,342$596,7410.15%
147ASML HOLDING NV NY REG SHSASMLF860$596,0460.15%
148EMERSON ELECTRICEMR4,704$582,9650.14%
149MASTERCARD INCORPORATED CL AMA1,097$577,6430.14%
150MONDELEZ INTL INC CL A6092071059,505$567,6380.14%
151ISHARES CORE S&P VALUE4642876636,124$567,0190.14%
1523M COMPANY COMMMM4,365$563,4760.14%
153ISHARES TR S&P MIDCAP 4004642875079,012$561,5350.14%
154WHITE MTNS INS GROUP LTD COMG9618E107284$552,3940.14%
155CIGNA CORP NEW1255231001,988$548,9400.14%
156CUMMINS INC COMCMI1,573$548,3310.14%
157EMERSON ELECTRICEMR4,415$547,1490.14%
158ORACLE CORPORATIONORCL-PD3,279$546,4110.14%
159GENERAL DYNAMICS CORPORATIONGD2,070$545,3970.14%
160DISNEY WALT CO COM2546871064,891$544,6050.14%
161SERVICENOW INC COMNOW512$542,7720.13%
162DISNEY WALT CO COM2546871064,849$539,9310.13%
163NIKE INC CL BNKE7,040$532,7150.13%
164ACCENTURE PLC IRELAND SHS CLASS AACN1,513$532,2370.13%
165VANGUARD MID CAP ETF9229086291,981$523,2400.13%
166THERMO FISHER SCIENTIFIC INCTMO1,000$520,2170.13%
167MCDONALDS CORP COMMCD1,787$518,0110.13%
168UNION PAC CORP COMUNP2,255$514,2210.13%
169CONOCOPHILLIPS COMCOP5,140$509,7320.13%
170SOUTHERN COMPANYSOMN6,190$509,4950.13%
171GENERAL ELECTRIC CO COM NEW3696043013,052$509,0380.13%
172VANGUARD ADMIRAL FDS INC 500 GRTH IDX F9219325051,387$507,7100.13%
173ISHARES TR INDEX MSCI EAFE IDX4642874656,689$505,7520.13%
174PNC FINL SVCS GROUP INC COM6934751052,610$503,3330.12%
175VANGUARD INTL EQUITY INDEX FEMR MKT ETF92204285811,264$496,0650.12%
176DUPONT DE NEMOURS INC (NEW)DD6,484$494,4050.12%
177WELLS FARGO & CO NEW COM9497461017,021$493,1490.12%
178STARBUCKS CORP COMSBUX5,395$492,2850.12%
179UNITED PARCEL SERVICE CL B COMUPS3,897$491,4100.12%
180VANGUARD SPECIALIZED PORT DIVD APPREC INDX ETF9219088442,474$484,4820.12%
181QUALCOMM INC COMQCOM3,125$480,0580.12%
182VERIZON COMMUNICATIONSVZ11,985$479,1520.12%
183VANGUARD RUSSELL 1000 VALUE ETF92206C7145,877$477,5050.12%
184ISHARES TR RUSSELL MIDCAP INDEX FD4642874995,295$468,0760.12%
185ABBOTT LABS COMABLZF4,122$466,2330.12%
186DANAHER CORPORATION2358511021,985$455,6520.11%
187DUKE ENERGY CORP NEW COM NEWDUKB4,207$453,2580.11%
188DOVER CORPDOV2,400$450,2400.11%
189CHUBB LIMITED COMCB1,620$447,5860.11%
190FLEXSHARES MORNINGSTAR USFLEX2,045$441,6170.11%
191PFIZER INC COMPFE16,419$435,4270.11%
192COLGATE PALMOLIVE COCL4,780$434,5010.11%
193GOLDMAN SACHSGSCE754$431,7390.11%
194CONOCOPHILLIPS COMCOP4,271$423,5460.11%
195ISHARES TR INDEX RUSSELL1000GRW4642876141,042$418,4340.10%
196ISHARES TR MSCI VAL IDX4642888777,948$417,0280.10%
197AIR PRODS & CHEMS INC COMAIIR1,427$413,8680.10%
198VANGUARD SCOTTSDALE FDS LONG TERM TREAS92206C8477,470$413,3890.10%
199SCHWAB STRATEGIC TR US DIVIDEND EQ80852479714,980$409,1030.10%
200VALERO ENERGY CORP NEW COMVLO3,316$406,5060.10%
201MORGAN STANLEY DEAN WITTERMS-PQ3,221$404,9390.10%
202FACEBOOK INC CL AMETA688$402,8270.10%
203INGERSOLL RAND INC COMIR4,412$399,1090.10%
204SCHWAB CHARLES CORP NEW COMSCHW-PJ5,367$397,2060.10%
205BOEING CO COMBA-PA2,241$396,6570.10%
206PAYCHEX INC COMPAYX2,804$393,1760.10%
207BANK OF AMERICA CORP COM0605051048,934$392,6460.10%
208ALTRIA GROUP INCMO7,453$389,7150.10%
209THERMO FISHER SCIENTIFIC INCTMO748$389,1160.10%
210AT&T INC COMT-PC17,054$388,3160.10%
211DUKE ENERGY CORP NEW COM NEWDUKB3,575$385,1660.10%
212EATON CORP CMNETN1,154$382,9630.10%
213MARRIOTT INTL INC NEW CL A5719032021,370$382,1460.09%
214CIGNA CORP NEW1255231001,359$375,2580.09%
215NVIDIA CORPNVDA2,770$371,9790.09%
216ARISTA NETWORKS INC COMANET3,308$365,6310.09%
217LOWES COMPANIES5486611071,481$365,5080.09%
218STRYKER CORPSYK1,014$365,0780.09%
219STATE STREET CORPSTT-PG3,700$363,1550.09%
220INVESCO ETF S&P 500 EQUAL WEIGHTIVZ2,063$361,4980.09%
221COSTCO WHSL CORP NEW COM22160K105381$349,0930.09%
222SOUTHERN COMPANYSOMN4,204$346,0290.09%
223IRON MTN INC NEW COM46284V1013,231$339,6080.08%
224PHILLIPS 66 COMPSX2,972$338,5930.08%
225SCHWAB STRATEGIC TR US LRG CAP ETF80852420114,580$337,9620.08%
226PACKAGING CORP AMER COM6951561091,500$337,6950.08%
227FLEXSHARES TRUST INTERNATIONAL QUALITY DIVFLEX14,263$331,9000.08%
228FREEPORT-MCMORAN COPPER & GOLD COMFCX8,671$330,1040.08%
229KENVUE INC COMKVUE15,465$330,0230.08%
230VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX9219328283,104$329,1480.08%
231VANGUARD SCOTTSDALE FDS S/T CORP BD INDEX ETF92206C4094,208$328,2650.08%
232BHP BILLITON LTD SPONSORED ADRBHPLF6,713$327,7950.08%
233AMERICAN ELECTRIC POWER0255371013,541$326,5830.08%
234SCHWAB STRATEGIC TR US BRD MKT ETF80852410214,366$326,1080.08%
235INTUIT COMINTU518$325,5610.08%
236TEVA PHARMACEUTICAL INDUS. LTD ADR88162420914,770$325,3820.08%
237SPDR SER TR RUSSELL 1000 ETF78464A8544,717$325,1890.08%
238CLOROX CO DEL COMCLX2,000$324,8200.08%
239FEDEX CORPFDX1,153$324,3600.08%
240PROSHARES TR S&P MDCP 400 DIV74347B6804,020$324,2120.08%
241ST PAUL TRAVELERS COSTRV1,342$323,2720.08%
242INVESCO ETF S&P 500 EQUAL WEIGHTIVZ1,827$320,1430.08%
243PHILIP MORRIS INTL INC COM7181721092,649$318,8030.08%
244J P MORGAN EXCHANGE TRADED FHEDGED EQUITY LA46654Q7245,060$313,9210.08%
245AMGEN INC COMAMGN1,201$313,0110.08%
246ONEOK INC NEW COMOKE3,116$312,8450.08%
247GILEAD SCIENCES INCGILD3,359$310,2690.08%
248ISHARES TR MSCI ACWI INDX4642882572,635$309,6120.08%
249AERCAP HOLDINGS NVAER3,235$309,5890.08%
250T. ROWE PRICE GROUP INCTROW2,696$304,8890.08%
251VANGUARD INDEX FDS MCAP VL IDXVIP9229085121,880$304,1190.08%
252SCHWAB STRATEGIC INTL EQUITYETF80852480516,429$303,9360.08%
253ISHARES TR RUSSELL1000VAL4642875981,625$300,8320.07%
254FREEPORT-MCMORAN COPPER & GOLD COMFCX7,878$299,9120.07%
255US BANCORP DEL COM NEWUSB-PS6,265$299,5900.07%
256UBER TECHNOLOGIES INC COMUBER4,960$299,1340.07%
257DOVER CORPDOV1,587$297,7190.07%
258TEXAS INSTRUMENTS8825081041,584$297,0100.07%
259ASTRAZENECA PLC SPONSORED ADRAZN4,509$295,4250.07%
260ISHARES TR INDEX MSCI EAFE IDX4642874653,901$294,9490.07%
261PHILLIPS 66 COMPSX2,581$294,0520.07%
262ISHARES TR INDEX DJ SEL DIV INX4642871682,231$292,9070.07%
263US BANCORP DEL COM NEWUSB-PS6,085$290,9840.07%
264VANGUARD TOTAL STK MKT ETF922908769997$288,9300.07%
265LABORATORY CORP AMER HLDGS COM NEWLH1,256$288,0220.07%
266METLIFE INC COMMET-PF3,487$285,5110.07%
267INTUITIVE SURGICAL INC COM NEWISRG546$284,9810.07%
268UNITED PARCEL SERVICE CL B COMUPS2,252$283,9730.07%
269BRISTOL MYERS SQUIBBCELG-RI4,978$281,5540.07%
270ST PAUL TRAVELERS COSTRV1,158$278,9500.07%
271ISHARES TR RUSSELL MIDCAP INDEX FD4642874993,154$278,8120.07%
272UNITEDHEALTH GROUP INCUNH549$277,7080.07%
273NIKE INC CL BNKE3,667$277,4750.07%
274REALTY INCOME CORP COMO5,187$276,9820.07%
275DIAGEO P L C SPON ADR NEWDGEAF2,160$274,6000.07%
276CARRIER GLOBAL CORPORATION COMCARR4,018$274,2670.07%
277AMER STATES WTR CO COM0298991013,512$272,9520.07%
278TJX COS INC NEW COM8725401092,225$268,7970.07%
279VANECK ETF TRUST MRNGSTR WDE MOAT92189F6432,876$266,6620.07%
280ISHARES TR USA QUALITY FCTR46432F3391,487$264,8030.07%
281CLEAR SECURE INC COM CL AYOU9,901$263,6630.07%
282ADVANCED MICRO DEVICES INC COMAMD2,178$263,0790.07%
283MARSH & MCLENNAN COS INC COM5717481021,224$259,9860.06%
284J P MORGAN EXCHANGE-TRADED FULTRA SHT MUNCPL46641Q6545,105$258,8230.06%
285BLACKSTONE GROUP INC COM CL ABX1,500$258,6300.06%
286PPG INDS INC COM6935061072,158$257,7700.06%
287ABBOTT LABS COMABLZF2,260$255,6240.06%
288ISHARES TR EXPANDED TECH4642875152,525$252,8020.06%
289UNILEVER PLC SPON ADR NEWUNLYF4,458$252,7670.06%
290SPDR GOLD TRUST GOLD SHSGLD1,041$252,0550.06%
291BROOKFIELD ASSET MGMT INC11271J1074,382$251,7440.06%
292I SHARES TR S&P 100 ETF464287101870$251,2900.06%
2933M COMPANY COMMMM1,944$250,9460.06%
294FIDELITY NATIONAL FINANCIAL FNF GROUP COMFNF4,460$250,3380.06%
295VANGUARD WELLINGTON FD SHORT TRM TAX EX9219358702,490$249,6220.06%
296VANGUARD CHARLOTTE FDS TOTALINTL BD INDEX FD ETF92203J4075,044$247,3560.06%
297FLUOR CORP. (NEW)FLR5,000$246,5500.06%
298CONSTELLATION ENERGY CORPCEG1,100$246,0810.06%
299PROSHARES TR S&P 500 DV ARIST74348A4672,466$245,4900.06%
300INVESCO EXCH TRADED FD TR IIS&P500 LOW VOLIVZ3,482$243,7400.06%
301ISHARES TR RUSSELL MIDCAP VALUE INDEX FUND4642874731,883$243,5450.06%
302FIRST TR EXCHANGE TRADED FD IV LIMITED DURATION33738D80412,901$243,3110.06%
303PARKER HANNIFIN CORP COMPH380$241,6850.06%
304TECHNOLOGY SELECT SECTOR81369Y8031,035$240,6540.06%
305LENNAR CORPLEN-B1,757$239,6000.06%
306ISHARES GOLD TRUSTIAU4,834$239,2830.06%
307PROSHARES TR S&P 500 DV ARIST74348A4672,400$238,9200.06%
308QUALCOMM INC COMQCOM1,553$238,5680.06%
309EXELON CORP COMEXC6,311$237,4810.06%
310HCA HLDGS INC COMHCA791$237,4100.06%
311AVERY DENNISON CORP COMAVY1,267$237,0930.06%
312ARISTA NETWORKS INC COMANET2,128$235,2070.06%
313VERTEX PHARMACEUTICALS INC COMVRTX584$235,1730.06%
314DEERE & CO COMDE555$235,1500.06%
315ISHARES TR CORE MSCI EAFE46432F8423,338$234,5900.06%
316FLEXSHARES TR MORNSTAR UPSTRFLEX6,371$231,6480.06%
317ISHARES TR PHLX SEMICND ETF4642875231,074$231,4360.06%
318SPDR INDEX SHS FDS GLB NAT RESRCE78463X5414,623$229,9930.06%
319SPDR SER TR PRTFLO S&P500 VL78464A5084,463$228,1920.06%
320VANGUARD INDEX FDS VALUE ETF9229087441,344$227,5390.06%
321L3HARRIS TECHNOLOGIES INC COMLHX1,080$227,1010.06%
322TJX COS INC NEW COM8725401091,879$226,9990.06%
323FIDELITY NATL INFORMATION SVCOM31620M1062,810$226,9610.06%
324WISDOMTREE TRUST SMLCAP EARN FDWT4,200$226,5060.06%
325ILLINOIS TOOL WKS INC COM452308109893$226,4230.06%
326EQUINIX INC COMEQIX240$226,2900.06%
327CANADIAN PAC RY LTD COMCP3,114$225,3580.06%
328VANGUARD INTL EQUITY INDEX FEMR MKT ETF9220428585,067$223,1500.06%
329RUSH ENTERPRISES INC CL ARUSHB4,050$221,8990.06%
330GE VERNOVA INC COMGEV673$221,3590.05%
331KKR & CO INC COMKKRT1,494$220,9770.05%
332JP MORGAN ETF ULTRA SHORT INCOME46641Q8374,383$220,7270.05%
333CORTEVA INC COMCTVA3,863$219,9970.05%
334ALLEGION PUB LTD CO ORD SHSALLE1,676$219,0180.05%
335BOOKING HLDGS INC.COMBKNG44$218,6080.05%
336BOSTON SCIENTIFIC CORP COMBSX2,440$217,9150.05%
337OGE ENERGY CORP COMOGE5,280$217,7990.05%
338ISHARES TR DJ PHARMA INDX4642888363,300$216,8760.05%
339CHESAPEAKE ENERGY CORP COMEXE2,175$216,5200.05%
340J P MORGAN EXCHANGE TRADED FHEDGED EQUITY LA46654Q7243,490$216,5160.05%
341ISHARES TR CORE HIGH DV ETF46429B6631,927$216,3220.05%
342INTERCONTINENTALEXCHANGE INCCOM45866F1041,450$216,0620.05%
343LAM RESEARCH CORP COMLRCX2,969$214,4190.05%
344WISDOMTREE TRUST MIDCAP DIVI FDWT4,200$214,0740.05%
345AUTODESK INC COMADSK721$213,1020.05%
346WASTE MANAGEMENT INC DEL94106L1091,056$213,0860.05%
347OTIS WORLDWIDE CORP COMOTIS2,299$212,9070.05%
348NOVO-NORDISK A S ADRNONOF2,472$212,6390.05%
349TRANE TECHNOLOGIES PLCTT574$211,9990.05%
350CMS ENERGY CORPCMS-PC3,174$211,5420.05%
351ISHARES GOLD TRUSTIAU4,257$210,7210.05%
352SHERWIN WILLIAMS CO COMSHW618$210,0680.05%
353CROWDSTRIKE HLDGS INC CL ACRWD610$208,7090.05%
354UNITED RENTALS INC COMURI296$208,5120.05%
355NEXTERA ENERGY INCNEE-PW2,904$208,1860.05%
356ISHARES TR RUSSELL1000VAL4642875981,124$208,0850.05%
357BANK NEW YORK MELLON CORP COM0640581002,708$208,0540.05%
358ALLSTATE CORP COMALL-PJ1,079$208,0160.05%
359CITIGROUP INC COM NEWC-PR2,948$207,4760.05%
360VANGUARD SCOTTSDALE FDS LONG TERM TREAS92206C8473,711$205,3660.05%
361SPDR SER TR PORTFOLIO SM ETF78468R8534,541$203,9300.05%
362CORNING INC COMGLW4,253$202,0980.05%
363JACOBS SOLUTIONS INC COMJ1,500$200,4300.05%
364MSCI INC CL AMSCI334$200,4010.05%
365NORTHROP GRUMMAN CORP COMNOC427$200,3790.05%
366CORNING INC COMGLW4,214$200,2470.05%
367NOVARTIS A G SPONSORED ADRNVSEF2,052$199,6790.05%
368BOEING CO COMBA-PA1,122$198,5940.05%
369VANGUARD INDEX FDS GROWTH ETF922908736483$198,2420.05%
370MONDELEZ INTL INC CL A6092071053,308$197,5470.05%
371VANGUARD BD INDEX FD INC SHORT TRM BOND9219378272,545$196,6510.05%
372AMERICAN TOWER CORP NEW COM03027X1001,068$195,8770.05%
373TEXAS INSTRUMENTS8825081041,042$195,3810.05%
374WEC ENERGY GROUP INC COMWEC2,059$193,6240.05%
375ISHARES TR MSCI GRW IDX4642888851,986$192,2980.05%
376KKR & CO INC COMKKRT1,300$192,2830.05%
377SHELL PLC SPONSORED ADR REPRESENTING B SHRSRYDAF3,042$190,5780.05%
378J P MORGAN EXCHANGE-TRADED FEQUITY PREMIUM46641Q3323,219$185,1560.05%
379NORTHROP GRUMMAN CORP COMNOC392$183,9550.05%
380MEDTRONIC PLCMDT2,301$183,8030.05%
381NOVARTIS A G SPONSORED ADRNVSEF1,883$183,2340.05%
382LINDE PLC COM EURO .001LIN436$182,5270.05%
383ISHARES TR CORE 1 5 YR USD46432F8593,800$181,5250.05%
384ISHARES INC CORE MSCI EMKT46434G1033,474$181,4090.05%
385ISHARES TR S&P 500 VAL ETF464287408947$180,7630.04%
386ISHARES TR USD INV GRDE ETF4642886203,591$180,5170.04%
387STARBUCKS CORP COMSBUX1,955$178,3900.04%
388CHUBB LIMITED COMCB644$177,9270.04%
389ANALOG DEVICES INCADI835$177,3980.04%
390ADVANCED MICRO DEVICES INC COMAMD1,467$177,1970.04%
391CONSTELLATION ENERGY CORPCEG792$177,1760.04%
392I SHARES US TREASURY BOND ETF46429B2677,680$176,4080.04%
393AMERICAN EXPRESSAXP594$176,2870.04%
394SHELL PLC SPONSORED ADR REPRESENTING B SHRSRYDAF2,789$174,7290.04%
395CARRIER GLOBAL CORPORATION COMCARR2,551$174,1290.04%
396ALTRIA GROUP INCMO3,317$173,4440.04%
397VANGUARD BD INDEX FD INC INTERMED TERM9219378192,321$173,4220.04%
398TARGET CORPORATIONTGT1,282$173,2940.04%
399GALLAGHER ARTHUR J & CO COM363576109606$172,0030.04%
400PACER FDS TR US CASH COWS 10069374H8813,044$171,8920.04%
401DOMINION ENERGY INC COMD3,168$170,6270.04%
402SPDR SER TRU PORTOLIO SH TSR78468R1015,779$167,5910.04%
403CROWN CASTLE INC COMCCI1,835$166,5410.04%
404UBER TECHNOLOGIES INC COMUBER2,761$166,5150.04%
405SPDR SERIES TRUST S&P DIVID ETF78464A7631,255$165,7850.04%
406SCHLUMBERGER LTDSLB4,276$163,9400.04%
407FORTINET INC COMFTNT1,705$161,0870.04%
408BP AMOCO PLC ADS (UK)BPPFF5,199$153,6290.04%
409BLACKSTONE GROUP INC COM CL ABX891$153,6220.04%
410ASML HOLDING NV NY REG SHSASMLF218$151,0900.04%
411DUPONT DE NEMOURS INC (NEW)DD1,973$150,4410.04%
412SPDR S & P MIDCAP ETFMDY264$150,3680.04%
413IRON MTN INC NEW COM46284V1011,414$148,6230.04%
414WILLIAMS COS INC COM9694571002,742$148,3680.04%
415FLEXSHARES TR HIG YLD VL ETFFLEX3,500$142,3800.04%
416SPDR SERIES TRUST S&P BIOTECH78464A8701,576$141,9330.04%
417REALTY INCOME CORP COMO2,641$141,0280.04%
418CVS CORP.CVS3,134$140,6500.03%
419NETFLIX INC COMNFLX154$137,2600.03%
420HALEON PLC SPNSD ADRHLNCF14,384$137,2200.03%
421VERIZON COMMUNICATIONSVZ3,385$135,3310.03%
422ECOLAB INC COMECL574$134,4960.03%
423VANGUARD INDEX FDS MCAP VL IDXVIP922908512813$131,5180.03%
424YUM BRANDS INC COMYUM978$131,2040.03%
425ISHARES TR INDEX BARCLY USAGG B4642872261,330$128,8760.03%
426TR AVANTIS0250728771,334$128,7710.03%
427CITIGROUP INC COM NEWC-PR1,824$128,3710.03%
428SPDR GOLD TRUST GOLD SHSGLD530$128,3280.03%
429FISERV INCFISV620$127,3600.03%
430I SHARES US TREASURY BOND ETF46429B2675,544$127,3440.03%
431AVERY DENNISON CORP COMAVY674$126,1250.03%
432TR AVANTIS0250728771,291$124,6200.03%
433PAYCHEX INC COMPAYX860$120,5850.03%
434INTEL COMINTC5,953$119,2950.03%
435SPDR SER TR PORTFOLIO SM ETF78468R8532,652$119,0990.03%
436GILEAD SCIENCES INCGILD1,284$118,5990.03%
437SERVICENOW INC COMNOW110$116,6090.03%
438AIR PRODS & CHEMS INC COMAIIR400$116,0110.03%
439VANGUARD SCOTTSDALE FDS S/T CORP BD INDEX ETF92206C4091,476$115,1410.03%
440ROYAL CARIBBEAN CRUISES LTD COMV7780T103498$114,8810.03%
441BOSTON SCIENTIFIC CORP COMBSX1,285$114,7620.03%
442PNC FINL SVCS GROUP INC COM693475105578$111,4660.03%
443YUM BRANDS INC COMYUM830$111,3520.03%
444INGERSOLL RAND INC COMIR1,198$108,3670.03%
445OTIS WORLDWIDE CORP COMOTIS1,169$108,2570.03%
446DOW INC COMDOW2,619$105,0980.03%
447SCHWAB STRATEGIC TR US LRG CAP ETF8085242014,500$104,3100.03%
448INTEL COMINTC5,124$102,6830.03%
449ISHARES TR INDEX DJ SEL DIV INX464287168781$102,5370.03%
450FIDELITY NATIONAL FINANCIAL FNF GROUP COMFNF1,801$101,0900.03%
451FISERV INCFISV490$100,6530.02%
452DOW INC COMDOW2,484$99,6810.02%
453GRAINGER W.W. INC38480210494$99,0790.02%
454AT&T INC COMT-PC4,273$97,2940.02%
455J P MORGAN EXCHANGE-TRADED FULTRA SHT MUNCPL46641Q6541,903$96,4820.02%
456WIPRO LTD SPONS ADRWIT27,310$96,4040.02%
457KIMBERLY - CLARK CORPKMB719$94,2150.02%
458SHERWIN WILLIAMS CO COMSHW276$93,8150.02%
459ISHARES TR INDEX BARCLY USAGG B464287226955$92,5390.02%
460ROYAL CARIBBEAN CRUISES LTD COMV7780T103400$92,2760.02%
461PACER FDS TR US CASH COWS 10069374H8811,586$89,5610.02%
462PHILIP MORRIS INTL INC COM718172109725$87,2520.02%
463SPDR S & P MIDCAP ETFMDY151$86,0060.02%
464SPDR SERIES TRUST S&P DIVID ETF78464A763650$85,8650.02%
465METLIFE INC COMMET-PF1,021$83,5990.02%
466DOMINION ENERGY INC COMD1,548$83,3750.02%
467LOWES COMPANIES548661107330$81,4430.02%
468INTUIT COMINTU128$80,4470.02%
469ISHARES TR CORE 1 5 YR USD46432F8591,670$79,7750.02%
470BP AMOCO PLC ADS (UK)BPPFF2,666$78,7800.02%
471VANGUARD INDEX FDS GROWTH ETF922908736189$77,5730.02%
472SPDR SER TR PRTFLO S&P500 VL78464A5081,505$76,9500.02%
473LINDE PLC COM EURO .001LIN183$76,6130.02%
474AFLAC INC COMAFL728$75,3020.02%
475SPDR SERIES TRUST S&P BIOTECH78464A870812$73,1280.02%
476NORFOLK SOUTHERN CORP COM655844108302$70,8780.02%
477ASTRAZENECA PLC SPONSORED ADRAZN1,071$70,1700.02%
478AMERICAN ELECTRIC POWER025537101759$70,0020.02%
479ISHARES TR MSCI GRW IDX464288885710$68,7480.02%
480TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR874039100327$64,5780.02%
481GALLAGHER ARTHUR J & CO COM363576109222$63,0110.02%
482BANK OF AMERICA CORP COM0605051041,425$62,6270.02%
483VANGUARD BD INDEX FD INC INTERMED TERM921937819820$61,2690.02%
484FLEXSHARES TR HIG YLD VL ETFFLEX1,477$60,0840.01%
485INTUITIVE SURGICAL INC COM NEWISRG114$59,5010.01%
486WILLIAMS COS INC COM9694571001,092$59,0880.01%
487DIAGEO P L C SPON ADR NEWDGEAF449$57,0790.01%
488ISHARES TR CORE HIGH DV ETF46429B663500$56,1300.01%
489ISHARES TR MSCI VAL IDX4642888771,066$55,9320.01%
490EXELON CORP COMEXC1,452$54,6380.01%
491MEDTRONIC PLCMDT681$54,3970.01%
492SCHWAB STRATEGIC TR US DIVIDEND EQ8085247971,932$52,7620.01%
493AMERICAN TOWER CORP NEW COM03027X100267$48,9670.01%
494WASTE MANAGEMENT INC DEL94106L109240$48,4280.01%
495VANGUARD SCOTTSDALE FDS INTER TERM TREAS92206C706790$45,8200.01%
496VERTEX PHARMACEUTICALS INC COMVRTX108$43,4900.01%
497TESLA MTRS INC COMTSLA107$43,2080.01%
498FORTINET INC COMFTNT450$42,5160.01%
499GENERAL ELECTRIC CO COM NEW369604301252$42,0300.01%
500KENVUE INC COMKVUE1,944$41,4830.01%