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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

Essex Savings Bank

Quarter ended Q2 2025 · Filed July 11, 2025 · Accession 0001999371-25-008989

Total Value
$419.6M
Positions
573
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1CHEVRON COMCVX125,719$18.0M4.31%
2EXXON MOBIL CORPORATIONXOM153,688$16.6M3.97%
3APPLE COMPUTER INC. CMN.AAPL62,114$12.7M3.05%
4AUTOMATIC DATA PROCESSING INC - TAXABLEADP40,704$12.6M3.01%
5BERKSHIRE HATHAWAY INC DELBRK-A15$10.9M2.62%
6MICROSOFT COMMSFT21,276$10.6M2.54%
7APPLE COMPUTER INC. CMN.AAPL49,219$10.1M2.42%
8JOHNSON & JOHNSON COMJNJ52,838$8.1M1.93%
9NVIDIA CORPNVDA43,559$6.9M1.65%
10AMAZON COM INC COMAMZN26,842$5.9M1.41%
11LILLY ELI & COMPANYLLY7,098$5.5M1.33%
12JP MORGAN CHASE & CO COMVYLD16,306$4.7M1.13%
13BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A8,949$4.3M1.04%
14BROADCOM INCAVGO14,843$4.1M0.98%
15VERISK ANALYTICS INC CL AVRSK12,205$3.8M0.91%
16MICROSOFT COMMSFT7,390$3.7M0.88%
17JP MORGAN CHASE & CO COMVYLD12,517$3.6M0.87%
18ALPHABET INC.GOOG20,151$3.6M0.86%
19LILLY ELI & COMPANYLLY4,461$3.5M0.83%
20FACEBOOK INC CL AMETA4,557$3.4M0.81%
21ALPHABET INC CAP STK CL AGOOG18,375$3.2M0.78%
22HOME DEPOT COMHD8,656$3.2M0.76%
23VANGUARD INDEX FDS S&P 500 ETF SHS9229083635,342$3.0M0.73%
24TARGET CORPORATIONTGT30,492$3.0M0.72%
25ISHARES TR S&P 500 INDEX4642872004,712$2.9M0.70%
26BROADCOM INCAVGO10,333$2.8M0.68%
27WAL-MARTWMT28,932$2.8M0.68%
28PROCTER & GAMBLE CO.74271810917,626$2.8M0.67%
29VISA INC COM CL AV7,621$2.7M0.65%
30EXXON MOBIL CORPORATIONXOM24,988$2.7M0.65%
31SPDR TR UNIT SER 1SPY4,307$2.7M0.64%
32PROCTER & GAMBLE CO.74271810916,062$2.6M0.61%
33HOME DEPOT COMHD6,924$2.5M0.61%
34JOHNSON & JOHNSON COMJNJ16,489$2.5M0.60%
35VANGUARD INDEX FDS S&P 500 ETF SHS9229083634,389$2.5M0.60%
36VISA INC COM CL AV6,933$2.5M0.59%
37ISHARES TR CORE S&P TTL STK46428715018,155$2.5M0.59%
38RTX CORPORATION COMRTX16,693$2.4M0.58%
39DEERE & CO COMDE4,775$2.4M0.58%
40TRANE TECHNOLOGIES PLCTT5,025$2.2M0.53%
41NETFLIX INC COMNFLX1,640$2.2M0.53%
42INVESCO QQQ TR UNIT SER 1IVZ3,943$2.2M0.52%
43ALPHABET INC.GOOG11,848$2.1M0.50%
44MOODYS CORP COMMCO4,076$2.0M0.49%
45VANGUARD TAX-MANAGED FD EUROPE PAC ETF92194385835,719$2.0M0.49%
46MASTERCARD INCORPORATED CL AMA3,415$1.9M0.46%
47STRYKER CORPSYK4,827$1.9M0.46%
48WAL-MARTWMT18,604$1.8M0.44%
49VANGUARD MID CAP ETF9229086296,206$1.7M0.42%
50VANGUARD TOTAL STK MKT ETF9229087695,656$1.7M0.41%
51VANGUARD SCOTTSDALE FDS INTER TERM TREAS92206C70628,631$1.7M0.41%
52AMAZON COM INC COMAMZN7,446$1.6M0.39%
53CISCOCSCO23,065$1.6M0.38%
54NORFOLK SOUTHERN CORP COM6558441086,195$1.6M0.38%
55ISHARES TR S&P 500 INDEX4642872002,538$1.6M0.38%
56ABBVIE INC COMABBV8,432$1.6M0.38%
57INVESCO QQQ TR UNIT SER 1IVZ2,828$1.6M0.37%
58SCHWAB CHARLES CORP NEW COMSCHW-PJ16,497$1.5M0.36%
59SPDR TR UNIT SER 1SPY2,431$1.5M0.36%
60JP MORGAN ETF ULTRA SHORT INCOME46641Q83729,203$1.5M0.35%
61PEPSICO INCPEP11,008$1.5M0.35%
62CATERPILLAR INC COMCAT3,730$1.4M0.35%
63ADOBE INC COMADBE3,712$1.4M0.34%
64COSTCO WHSL CORP NEW COM22160K1051,450$1.4M0.34%
65MCDONALDS CORP COMMCD4,875$1.4M0.34%
66INTL BUSINESS MACHINES COMINTR4,799$1.4M0.34%
67MERCK & CO INCMRK17,785$1.4M0.34%
68KIMBERLY - CLARK CORPKMB10,800$1.4M0.33%
69RTX CORPORATION COMRTX9,306$1.4M0.33%
70ISHARES TR RUSSELL 20004642876555,984$1.3M0.31%
71VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF9219464069,184$1.2M0.29%
72VANGUARD ADMIRAL FDS INC 500 GRTH IDX F9219325053,072$1.2M0.29%
73ISHARES DIVIDEND GROWTH ETF46434V62118,821$1.2M0.29%
74VANGUARD TAX-MANAGED FD EUROPE PAC ETF92194385821,029$1.2M0.29%
75L3HARRIS TECHNOLOGIES INC COMLHX4,765$1.2M0.29%
76ISHARES TR INDEX RUSSELL1000GRW4642876142,790$1.2M0.28%
77COLGATE PALMOLIVE COCL12,671$1.2M0.28%
78EATON CORP CMNETN3,222$1.2M0.28%
79ALPHABET INC CAP STK CL AGOOG6,443$1.1M0.27%
80UNION PAC CORP COMUNP4,929$1.1M0.27%
81BLACKROCK INC COMBLK1,074$1.1M0.27%
82PALO ALTO NETWORKS INC COMPANW5,300$1.1M0.26%
83MERCK & CO INCMRK13,593$1.1M0.26%
84VANGUARD INDEX FDS SMALL CP ETF9229087514,442$1.1M0.25%
85ABBVIE INC COMABBV5,545$1.0M0.25%
86CHEVRON COMCVX7,179$1.0M0.25%
87ORACLE CORPORATIONORCL-PD4,669$1.0M0.24%
88BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A2,077$1.0M0.24%
89GENERAL ELECTRIC CO COM NEW3696043013,882$999,1450.24%
90ISHARES TR S&P 500 GRWT ETF4642873099,055$996,9550.24%
91GENERAL DYNAMICS CORPORATIONGD3,381$986,0670.24%
92TESLA MTRS INC COMTSLA3,077$977,4030.23%
93ACCENTURE PLC IRELAND SHS CLASS AACN3,270$977,3350.23%
94CHENIERE ENERGY INC COM NEWLNG3,962$964,8220.23%
95PROFESIONALLY MANAGED PORTFOCONGRESS INTERME74316P58738,471$959,0810.23%
96INTL BUSINESS MACHINES COMINTR3,237$954,1650.23%
97CVS CORP.CVS13,699$944,8160.23%
98GRAINGER W.W. INC384802104900$936,2050.22%
99VANGUARD SCOTTSDALE FDS SHORT TERM TREAS92206C10215,866$932,4420.22%
100VANGUARD SPECIALIZED PORT DIVD APPREC INDX ETF9219088444,499$920,8060.22%
101AFLAC INC COMAFL8,519$898,4130.22%
102AUTOMATIC DATA PROCESSING INC - TAXABLEADP2,893$892,1690.21%
103COCA COLA CO COMKO12,466$881,9610.21%
104WELLS FARGO & CO NEW COM94974610110,809$866,0160.21%
105VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF9219464066,466$861,9750.21%
106ISHARES TR S&P 500 GRWT ETF4642873097,797$858,4490.21%
107GOLDMAN SACHSGSCE1,192$843,6320.20%
108CUMMINS INC COMCMI2,553$836,1060.20%
109BLACKROCK INC COMBLK790$828,9010.20%
1103M COMPANY COMMMM5,434$827,2710.20%
111VANGUARD RUSSELL 1000 VALUE ETF92206C7149,589$817,0780.20%
112ISHARES TR RUSSELL 20004642876553,750$809,2100.19%
113CISCOCSCO11,661$809,0340.19%
114CATERPILLAR INC COMCAT2,054$797,3620.19%
115HONEYWELL INTL INC COM4385161063,396$790,8570.19%
116PALO ALTO NETWORKS INC COMPANW3,809$779,4720.19%
117ILLINOIS TOOL WKS INC COM4523081093,150$778,8350.19%
118VANGUARD INDEX FDS SMALL CP ETF9229087513,286$778,7130.19%
119SALESFORCE COM INC COMCRM2,759$752,3430.18%
120SOUTHERN COMPANYSOMN8,089$742,8100.18%
121ECOLAB INC COMECL2,737$737,4550.18%
122BERKSHIRE HATHAWAY INC DELBRK-A1$728,8000.17%
123LOCKHEED MARTIN CORP COMLMT1,573$728,5100.17%
124GOLDMAN SACHSGSCE1,026$726,1470.17%
125COCA COLA CO COMKO10,261$725,9640.17%
126PEPSICO INCPEP5,487$724,4940.17%
127SONOCO PRODS CO COM83549510216,531$720,0890.17%
128LOCKHEED MARTIN CORP COMLMT1,543$714,6220.17%
129TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR8740391003,111$704,6060.17%
130EATON CORP CMNETN1,963$700,7490.17%
131AMERICAN EXPRESSAXP2,193$699,4950.17%
132ISHARES TR INDEX RUSSELL MCP GR4642874815,043$699,3610.17%
133ASML HOLDING NV NY REG SHSASMLF868$695,6020.17%
134ISHARES TR S&P MIDCAP 40046428750711,176$693,1350.17%
135NEXTERA ENERGY INCNEE-PW9,926$689,0550.17%
136ISHARES TR CORE MSCI EAFE46432F8428,183$683,0290.16%
137ORACLE CORPORATIONORCL-PD3,104$678,6240.16%
138VANGUARD INDEX FDS VALUE ETF9229087443,785$668,9590.16%
139NIKE INC CL BNKE9,411$668,5570.16%
140ISHARES TR S&P SMALL CAP 600 INDEX4642878045,973$652,7860.16%
141CIGNA CORP NEW1255231001,971$651,5500.16%
142MONDELEZ INTL INC CL A6092071059,532$642,8380.15%
143FLEXSHARES TR ESG & CLM US LRGFLEX9,396$635,4510.15%
144ADOBE INC COMADBE1,638$633,7040.15%
145EMERSON ELECTRICEMR4,704$627,1830.15%
146AMGEN INC COMAMGN2,224$620,9360.15%
147VANGUARD ADMIRAL FDS INC 500 GRTH IDX F9219325051,520$602,7240.14%
148GENERAL DYNAMICS CORPORATIONGD2,053$598,7520.14%
149ISHARES TR INDEX MSCI EAFE IDX4642874656,689$597,9280.14%
150MASTERCARD INCORPORATED CL AMA1,051$590,5950.14%
151DISNEY WALT CO COM2546871064,751$589,1670.14%
152ISHARES TR S&P SMALL CAP 600 INDEX4642878045,326$582,0730.14%
153ISHARES TR DJ US TECH SEC4642877213,345$579,5880.14%
154HONEYWELL INTL INC COM4385161062,487$579,1660.14%
155PFIZER INC COMPFE23,719$574,7050.14%
156CUMMINS INC COMCMI1,735$568,2120.14%
157ABBOTT LABS COMABLZF4,129$561,5760.13%
158ISHARES TR S&P MIDCAP 4004642875079,012$558,9230.13%
159STRYKER CORPSYK1,409$557,4390.13%
160VANGUARD MID CAP ETF9229086291,981$554,3230.13%
161UNION PAC CORP COMUNP2,402$552,6450.13%
162UNITEDHEALTH GROUP INCUNH1,770$552,1620.13%
163CHUBB LIMITED COMCB1,896$549,2850.13%
164WELLS FARGO & CO NEW COM9497461016,823$546,6520.13%
165DANAHER CORPORATION2358511022,767$546,5900.13%
166SALESFORCE COM INC COMCRM1,990$542,6500.13%
167EMERSON ELECTRICEMR4,003$533,7180.13%
168BRISTOL MYERS SQUIBBCELG-RI11,446$529,8290.13%
169SERVICENOW INC COMNOW510$524,3140.13%
170ISHARES CORE S&P VALUE4642876635,494$519,8960.12%
171VERIZON COMMUNICATIONSVZ11,961$517,5460.12%
172BANK OF AMERICA CORP COM06050510410,874$514,4430.12%
173GE VERNOVA INC COMGEV972$514,3220.12%
174DUKE ENERGY CORP NEW COM NEWDUKB4,337$511,7660.12%
175WHITE MTNS INS GROUP LTD COMG9618E107284$509,9820.12%
176FACEBOOK INC CL AMETA686$506,3270.12%
177NOVO-NORDISK A S ADRNONOF7,204$497,2200.12%
178QUALCOMM INC COMQCOM3,091$492,2670.12%
179DISNEY WALT CO COM2546871063,969$492,1920.12%
180MCDONALDS CORP COMMCD1,677$489,9480.12%
181COMCAST CORP NEW CL ACCZ13,716$489,3810.12%
182FREEPORT-MCMORAN COPPER & GOLD COMFCX11,188$484,8870.12%
183ISHARES TR MSCI VAL IDX4642888777,632$484,4000.12%
184AT&T INC COMT-PC16,551$478,8150.11%
185SCHWAB CHARLES CORP NEW COMSCHW-PJ5,244$478,4580.11%
186PHILIP MORRIS INTL INC COM7181721092,624$477,9050.11%
187VANGUARD SPECIALIZED PORT DIVD APPREC INDX ETF9219088442,315$473,8080.11%
188BOEING CO COMBA-PA2,261$473,7450.11%
189CONOCOPHILLIPS COMCOP5,162$463,2340.11%
190FLEXSHARES MORNINGSTAR USFLEX2,045$458,0800.11%
191ISHARES TR RUSSELL MIDCAP INDEX FD4642874994,979$457,9170.11%
192UBER TECHNOLOGIES INC COMUBER4,898$456,9810.11%
193VANGUARD SCOTTSDALE FDS LONG TERM TREAS92206C8478,126$455,9490.11%
194VANGUARD SCOTTSDALE FDS S/T CORP BD INDEX ETF92206C4095,724$455,0570.11%
195CROWDSTRIKE HLDGS INC CL ACRWD885$450,7280.11%
196DUPONT DE NEMOURS INC (NEW)DD6,484$444,7370.11%
197VALERO ENERGY CORP NEW COMVLO3,301$443,7190.11%
198CIGNA CORP NEW1255231001,333$440,6470.11%
199DOVER CORPDOV2,400$439,7520.11%
200SPDR GOLD TRUST GOLD SHSGLD1,441$439,2430.11%
201ISHARES TR S&P 500 VAL ETF4642874082,244$438,5210.11%
202COLGATE PALMOLIVE COCL4,772$433,7730.10%
203ACCENTURE PLC IRELAND SHS CLASS AACN1,451$433,6680.10%
204FLEXSHARES TRUST INTERNATIONAL QUALITY DIVFLEX16,006$433,6020.10%
205THERMO FISHER SCIENTIFIC INCTMO1,056$428,1500.10%
206MORGAN STANLEY DEAN WITTERMS-PQ3,037$427,7870.10%
207NVIDIA CORPNVDA2,703$427,0420.10%
208ISHARES TR INDEX RUSSELL1000GRW4642876141,000$424,5680.10%
209ALTRIA GROUP INCMO7,233$424,0680.10%
210PAYCHEX INC COMPAYX2,814$409,3240.10%
211SCHWAB STRATEGIC TR US DIVIDEND EQ80852479715,150$401,4750.10%
212JP MORGAN ETF ULTRA SHORT INCOME46641Q8377,833$396,9730.10%
213STATE STREET CORPSTT-PG3,700$393,4580.09%
214ISHARES TR IBONDS 25 TRM TS46436E86616,841$393,4050.09%
215AIR PRODS & CHEMS INC COMAIIR1,380$389,2240.09%
216CONSTELLATION ENERGY CORPCEG1,204$388,6030.09%
217DUKE ENERGY CORP NEW COM NEWDUKB3,286$387,7480.09%
218SOUTHERN COMPANYSOMN4,204$386,0510.09%
219ADVANCED MICRO DEVICES INC COMAMD2,654$376,6020.09%
220STARBUCKS CORP COMSBUX4,107$376,3180.09%
221INTUIT COMINTU476$374,9080.09%
222GILEAD SCIENCES INCGILD3,359$372,4100.09%
223AMERICAN ELECTRIC POWER0255371013,537$366,9950.09%
224INGERSOLL RAND INC COMIR4,412$366,9900.09%
225ISHARES INC CORE MSCI EMKT46434G1036,104$366,3580.09%
226CONOCOPHILLIPS COMCOP4,030$361,6470.09%
227INVESCO ETF S&P 500 EQUAL WEIGHTIVZ1,983$360,3890.09%
228COSTCO WHSL CORP NEW COM22160K105359$355,3830.09%
229MARRIOTT INTL INC NEW CL A5719032021,300$355,1590.09%
230SCHWAB STRATEGIC TR US LRG CAP ETF80852420114,513$354,5500.08%
231J P MORGAN EXCHANGE-TRADED FULTRA SHT MUNCPL46641Q6546,912$351,8890.08%
232ST PAUL TRAVELERS COSTRV1,301$348,0530.08%
233PROSHARES TR S&P MDCP 400 DIV74347B6804,265$347,7240.08%
234DANAHER CORPORATION2358511021,744$344,5040.08%
235AERCAP HOLDINGS NVAER2,942$344,2140.08%
236SPDR SER TR RUSSELL 1000 ETF78464A8544,717$342,8780.08%
237VANGUARD INTL EQUITY INDEX FEMR MKT ETF9220428586,916$341,9940.08%
238AMGEN INC COMAMGN1,214$338,9460.08%
239ARISTA NETWORKS INC COMANET3,286$336,1890.08%
240ONEOK INC NEW COMOKE4,116$335,9880.08%
241SCHWAB STRATEGIC INTL EQUITYETF80852480515,201$335,7890.08%
242PHILLIPS 66 COMPSX2,809$335,1090.08%
243J P MORGAN EXCHANGE TRADED FHEDGED EQUITY LA46654Q7245,307$332,1110.08%
244LABORATORY CORP AMER HLDGS COM NEWLH1,256$329,7090.08%
245HCA HLDGS INC COMHCA855$327,5400.08%
246TEXAS INSTRUMENTS8825081041,571$326,1670.08%
247KENVUE INC COMKVUE15,465$323,6820.08%
248INVESCO ETF S&P 500 EQUAL WEIGHTIVZ1,774$322,4050.08%
249INTUITIVE SURGICAL INC COM NEWISRG590$320,6020.08%
250SCHWAB STRATEGIC TR US BRD MKT ETF80852410213,372$318,5210.08%
251LOWES COMPANIES5486611071,434$318,1570.08%
252ISHARES TR MSCI ACWI INDX4642882572,473$318,0270.08%
253PNC FINL SVCS GROUP INC COM6934751051,699$316,7240.08%
254IRON MTN INC NEW COM46284V1013,081$316,0160.08%
255ISHARES TR RUSSELL1000VAL4642875981,625$315,6210.08%
256ISHARES GOLD TRUSTIAU5,057$315,3540.08%
257VANGUARD SCOTTSDALE FDS S/T CORP BD INDEX ETF92206C4093,956$314,5010.08%
258TJX COS INC NEW COM8725401092,544$314,1550.08%
259NOVARTIS A G SPONSORED ADRNVSEF2,589$313,2920.08%
260BROOKFIELD ASSET MGMT INC11271J1075,009$309,8060.07%
261ST PAUL TRAVELERS COSTRV1,158$309,7990.07%
262PHILLIPS 66 COMPSX2,581$307,9130.07%
263INVESCO EXCHANGE TRADED FD TS&P 500 TOP 50IVZ5,873$305,9210.07%
264VANGUARD INDEX FDS MCAP VL IDXVIP9229085121,852$304,5740.07%
265VANGUARD TOTAL STK MKT ETF922908769997$303,0070.07%
266ISHARES TR RUSSELL MIDCAP INDEX FD4642874993,268$300,5560.07%
267J P MORGAN EXCHANGE-TRADED FULTRA SHT MUNCPL46641Q6545,869$298,7890.07%
268ASTRAZENECA PLC SPONSORED ADRAZN4,275$298,7320.07%
269CONSTELLATION ENERGY CORPCEG925$298,5510.07%
270ISHARES TR INDEX DJ SEL DIV INX4642871682,231$296,2980.07%
2713M COMPANY COMMMM1,944$295,9490.07%
272METLIFE INC COMMET-PF3,669$295,0570.07%
273ABBOTT LABS COMABLZF2,165$294,4580.07%
274ILLINOIS TOOL WKS INC COM4523081091,190$294,2250.07%
275CARRIER GLOBAL CORPORATION COMCARR4,018$294,0740.07%
276VANGUARD ADMIRAL FDS INC MIDCP 400 IDX9219328852,791$292,9990.07%
277ISHARES TR INDEX MSCI EAFE IDX4642874653,273$292,5710.07%
278LAM RESEARCH CORP COMLRCX2,985$290,5570.07%
279BLACKSTONE GROUP INC COM CL ABX1,934$289,2830.07%
280US BANCORP DEL COM NEWUSB-PS6,389$289,1010.07%
281BOEING CO COMBA-PA1,371$287,2630.07%
282PROFESIONALLY MANAGED PORTFOCONGRESS INTERME74316P58711,478$286,1460.07%
283PACKAGING CORP AMER COM6951561091,500$282,6750.07%
284TEVA PHARMACEUTICAL INDUS. LTD ADR88162420916,770$280,8970.07%
285ISHARES TR EXPANDED TECH4642875152,525$276,4860.07%
286ADVANCED MICRO DEVICES INC COMAMD1,937$274,8570.07%
287DEERE & CO COMDE540$274,5750.07%
288EXELON CORP COMEXC6,281$272,6570.07%
289CHESAPEAKE ENERGY CORP COMEXE2,325$271,8830.07%
290CAPITAL ONE FINL CORP COM14040H1051,275$271,2640.07%
291WASTE MANAGEMENT INC DEL94106L1091,173$268,4040.06%
292VANECK ETF TRUST MRNGSTR WDE MOAT92189F6432,861$268,3330.06%
293ISHARES GOLD TRUSTIAU4,292$267,6490.06%
294MCKESSON CORP COMMCK365$267,4570.06%
295UBER TECHNOLOGIES INC COMUBER2,862$267,0230.06%
296I SHARES TR S&P 100 ETF464287101870$264,7750.06%
297ISHARES TR CORE MSCI EAFE46432F8423,158$263,5950.06%
298ISHARES TR USA QUALITY FCTR46432F3391,441$263,4420.06%
299CLEAR SECURE INC COM CL AYOU9,475$262,9310.06%
300PIMCO ETF TRUST MULTISECTOR BOND ACTIVE EXCHANGE72201R5859,895$262,6120.06%
301VERTEX PHARMACEUTICALS INC COMVRTX584$259,9940.06%
302MARSH & MCLENNAN COS INC COM5717481021,185$259,0840.06%
303BOSTON SCIENTIFIC CORP COMBSX2,401$257,8870.06%
304SHELL PLC SPONSORED ADR REPRESENTING B SHRSRYDAF3,655$257,3100.06%
305ISHARES TR PHLX SEMICND ETF4642875231,074$256,3630.06%
306BOOKING HLDGS INC.COMBKNG44$254,7250.06%
307BNY MELLON ETF TRUST II DYNAMIC VALUE05613H1009,557$254,3080.06%
308INVESCO EXCH TRADED FD TR IIS&P500 LOW VOLIVZ3,482$253,5230.06%
309INTERCONTINENTALEXCHANGE INCCOM45866F1041,380$253,1860.06%
310THERMO FISHER SCIENTIFIC INCTMO621$251,7780.06%
311VANGUARD WELLINGTON FD SHORT TRM TAX EX9219358702,490$251,3150.06%
312BANK NEW YORK MELLON CORP COM0640581002,752$250,7320.06%
313VANGUARD INTL EQUITY INDEX FEMR MKT ETF9220428585,067$250,5620.06%
314FIDELITY NATIONAL FINANCIAL COM SHSFNF4,460$250,0250.06%
315ISHARES TR RUSSELL MIDCAP VALUE INDEX FUND4642874731,883$248,8170.06%
316PROSHARES TR S&P 500 DV ARIST74348A4672,466$248,3260.06%
317QUALCOMM INC COMQCOM1,555$247,6460.06%
318L3HARRIS TECHNOLOGIES INC COMLHX985$247,0770.06%
319FIRST TR EXCHANGE TRADED FD IV LIMITED DURATION33738D80412,901$246,5360.06%
320PARKER HANNIFIN CORP COMPH351$245,1560.06%
321NOVARTIS A G SPONSORED ADRNVSEF2,022$244,6800.06%
322NOVO-NORDISK A S ADRNONOF3,531$243,7080.06%
323BLACKSTONE GROUP INC COM CL ABX1,626$243,2160.06%
324UNILEVER PLC SPON ADR NEWUNLYF3,973$243,0250.06%
325DOVER CORPDOV1,321$242,0450.06%
326BRISTOL MYERS SQUIBBCELG-RI5,228$242,0030.06%
327ALLEGION PUB LTD CO ORD SHSALLE1,676$241,5440.06%
328FLEXSHARES TR MORNSTAR UPSTRFLEX6,011$241,0990.06%
329CLOROX CO DEL COMCLX2,000$240,1400.06%
330CITIGROUP INC COM NEWC-PR2,819$239,9510.06%
331VANGUARD CHARLOTTE FDS TOTALINTL BD INDEX FD ETF92203J4074,819$238,5390.06%
332VANGUARD INDEX FDS VALUE ETF9229087441,342$237,1840.06%
333PROSHARES TR S&P 500 DV ARIST74348A4672,300$231,6100.06%
334TECHNOLOGY SELECT SECTOR81369Y803913$231,1970.06%
335TJX COS INC NEW COM8725401091,862$229,9350.06%
336PALANTIR TECHNOLOGIES INC CL APLTR1,679$228,8790.05%
337OGE ENERGY CORP COMOGE5,155$228,7780.05%
338CORTEVA INC COMCTVA3,066$228,5070.05%
339PFIZER INC COMPFE9,409$227,9770.05%
340NEXTERA ENERGY INCNEE-PW3,284$227,9740.05%
341SPDR SERIES TRUST PRTFLO S&P500 VL78464A5084,342$227,2590.05%
342T. ROWE PRICE GROUP INCTROW2,350$226,7740.05%
343ISHARES TR CORE HIGH DV ETF46429B6631,927$225,7850.05%
344AMERICAN EXPRESSAXP707$225,5100.05%
345SCHLUMBERGER LTDSLB6,645$224,5320.05%
346OTIS WORLDWIDE CORP COMOTIS2,262$223,9830.05%
347AVERY DENNISON CORP COMAVY1,267$222,3200.05%
348FEDEX CORPFDX977$222,0780.05%
349CORNING INC COMGLW4,185$220,0850.05%
350FIDELITY NATL INFORMATION SVCOM31620M1062,695$219,3710.05%
351I SHARES US TREASURY BOND ETF46429B2679,528$218,8560.05%
352BECTON DICKINSON & COBDX1,268$218,4120.05%
353J P MORGAN EXCHANGE TRADED FHEDGED EQUITY LA46654Q7243,490$218,4010.05%
354ISHARES TR MSCI GRW IDX4642888851,947$218,0640.05%
355AUTODESK INC COMADSK703$217,6250.05%
356CORNING INC COMGLW4,125$216,9290.05%
357CMS ENERGY CORPCMS-PC3,127$216,6330.05%
358HEICO CORP NEWHEI-A660$216,4800.05%
359ISHARES TR DJ PHARMA INDX4642888363,300$216,2820.05%
360FERGUSON PLC NEWFERG990$215,5710.05%
361KLA-TENCOR CORP COMKLAC240$214,9730.05%
362WEC ENERGY GROUP INC COMWEC2,059$214,5440.05%
363NORTHROP GRUMMAN CORP COMNOC429$214,4840.05%
364WISDOMTREE TRUST SMLCAP EARN FDWT4,200$213,9900.05%
365ALLSTATE CORP COMALL-PJ1,056$212,5800.05%
366ALTRIA GROUP INCMO3,617$212,0630.05%
367DIAGEO P L C SPON ADR NEWDGEAF2,093$211,0580.05%
368ARISTA NETWORKS INC COMANET2,061$210,8600.05%
369WISDOMTREE TRUST MIDCAP DIVI FDWT4,200$210,4620.05%
370ISHARES MSCI KLD 400 SOCIAL INDEX FUND4642885701,809$210,1320.05%
371AMERISOURCE BERGEN CORPCOR700$209,8880.05%
372LINDE PLC COM EURO .001LIN447$209,7130.05%
373ISHARES TR GLB INFRASTR ETF4642883723,534$209,2120.05%
374RUSH ENTERPRISES INC CL ARUSHB4,050$208,5750.05%
375ISHARES INC CORE MSCI EMKT46434G1033,474$208,5070.05%
376VANGUARD SCOTTSDALE FDS LONG TERM TREAS92206C8473,711$208,2240.05%
377BROADRIDGE FINL SOLUTIONS INCOM11133T103854$207,5450.05%
378ISHARES TR RUSSELL1000VAL4642875981,065$206,8530.05%
379EQT CORP COMEQT3,547$206,8230.05%
380NETFLIX INC COMNFLX154$206,2210.05%
381TRANE TECHNOLOGIES PLCTT471$206,0140.05%
382AXON ENTERPRISE INC COMAXON248$205,3270.05%
383TEXAS INSTRUMENTS882508104988$205,1240.05%
384SPDR SER TR PORTFOLIO SM ETF78468R8534,779$203,5320.05%
385KKR & CO INC COMKKRT1,507$200,4750.05%
386ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY1,766$200,2800.05%
387MEDTRONIC PLCMDT2,291$199,7040.05%
388ASML HOLDING NV NY REG SHSASMLF248$198,7410.05%
389VANGUARD INDEX FDS GROWTH ETF922908736453$198,5890.05%
390REALTY INCOME CORP COMO3,437$198,0040.05%
391AMERICAN TOWER CORP NEW COM03027X100891$196,9250.05%
392NORTHROP GRUMMAN CORP COMNOC392$195,9860.05%
393SHELL PLC SPONSORED ADR REPRESENTING B SHRSRYDAF2,783$195,9220.05%
394CVS CORP.CVS2,838$195,7330.05%
395SHERWIN WILLIAMS CO COMSHW560$192,2730.05%
396SAP AKLENGESELLSCHAFT SPONSORED ADRSAPGF628$190,9670.05%
397VANGUARD BD INDEX FD INC SHORT TRM BOND9219378272,420$190,4530.05%
398GALLAGHER ARTHUR J & CO COM363576109592$189,5030.05%
399ISHARES TR USD INV GRDE ETF4642886203,668$188,6430.05%
400CHUBB LIMITED COMCB641$185,7010.04%
401ISHARES TR S&P 500 VAL ETF464287408947$185,0620.04%
402ISHARES TR CORE 1 5 YR USD46432F8593,800$184,8690.04%
403ANALOG DEVICES INCADI773$183,9840.04%
404FORTINET INC COMFTNT1,731$182,9990.04%
405J P MORGAN EXCHANGE-TRADED FEQUITY PREMIUM46641Q3323,219$182,9670.04%
406MONDELEZ INTL INC CL A6092071052,704$182,3540.04%
407VANGUARD BD INDEX FD INC INTERMED TERM9219378192,321$179,5040.04%
408SPDR SER TR PROTFOLIO LN TSR78464A6646,727$178,7330.04%
409KKR & CO INC COMKKRT1,326$176,3970.04%
410WILLIAMS COS INC COM9694571002,795$175,5490.04%
411SPDR SERIES TRUST S&P DIVID ETF78464A7631,265$171,6970.04%
412SHOPIFY INC CL ASHOP1,475$170,1380.04%
413SPDR SER TR PORTFOLIO SM ETF78468R8533,987$169,8030.04%
414PACER FDS TR US CASH COWS 10069374H8813,044$167,6930.04%
415SPDR SER TRU PORTOLIO SH TSR78468R1015,711$167,2730.04%
416SPDR GOLD TRUST GOLD SHSGLD528$160,9430.04%
417BP AMOCO PLC ADS (UK)BPPFF5,359$160,3930.04%
418PHILIP MORRIS INTL INC COM718172109855$155,7180.04%
419INTEL COMINTC6,938$155,3390.04%
420CITIGROUP INC COM NEWC-PR1,824$155,2560.04%
421SPDR S & P MIDCAP ETFMDY274$155,2100.04%
422ECOLAB INC COMECL574$154,6550.04%
423ROYAL CARIBBEAN CRUISES LTD COMV7780T103492$154,0580.04%
424CARRIER GLOBAL CORPORATION COMCARR2,040$149,3060.04%
425INVESCO EXCHANGE TRADED FD TRAFI US 1000 ETFIVZ3,525$149,0010.04%
426ISHARES TR RUSL 3000 GROW464287671989$148,7450.04%
427ISHARES MBS ETF4642885881,580$148,3430.04%
428VERIZON COMMUNICATIONSVZ3,367$145,6880.03%
429IRON MTN INC NEW COM46284V1011,414$145,0310.03%
430DOMINION ENERGY INC COMD2,548$144,0120.03%
431FLEXSHARES TR HIG YLD VL ETFFLEX3,500$143,5700.03%
432HALEON PLC SPNSD ADRHLNCF13,807$143,1760.03%
433HOWMET AEROSPACE INC COMHWM748$139,2230.03%
434VANGUARD SCOTTSDALE FDS MORTG-BACK SEC92206C7712,996$138,8340.03%
435FISERV INCFISV805$138,7870.03%
436DOMINION ENERGY INC COMD2,438$137,7940.03%
437VANGUARD INDEX FDS GROWTH ETF922908736305$133,7070.03%
438VANGUARD INDEX FDS MCAP VL IDXVIP922908512813$133,7050.03%
439ISHARES TR INDEX BARCLY USAGG B4642872261,345$133,4230.03%
440BOSTON SCIENTIFIC CORP COMBSX1,218$130,8240.03%
441O REILLY AUTOMOTIVE INC NEW COM67103H1071,437$129,5130.03%
442DUPONT DE NEMOURS INC (NEW)DD1,877$128,7430.03%
443NIKE INC CL BNKE1,767$125,5250.03%
444ROYAL CARIBBEAN CRUISES LTD COMV7780T103400$125,2520.03%
445AMPHENOL CORP NEW0320951011,268$125,2140.03%
446PAYCHEX INC COMPAYX860$125,0920.03%
447SCHWAB STRATEGIC TR US MID-CAP ETF8085245084,417$123,8510.03%
448VANGUARD WHITEHALL INTL HIGHDIVIDEND YIELD ETF9219467941,545$123,7690.03%
449AT&T INC COMT-PC4,273$123,6150.03%
450TR AVANTIS0250728771,334$121,5270.03%
451SPDR S & P MIDCAP ETFMDY213$120,6560.03%
452AMPHENOL CORP NEW0320951011,220$120,4750.03%
453REALTY INCOME CORP COMO2,082$119,9420.03%
454AVERY DENNISON CORP COMAVY674$118,2660.03%
455FREEPORT-MCMORAN COPPER & GOLD COMFCX2,703$117,1480.03%
456AIR PRODS & CHEMS INC COMAIIR400$112,8190.03%
457SCHWAB STRATEGIC TR US LRG CAP ETF8085242014,500$109,9350.03%
458INGERSOLL RAND INC COMIR1,311$109,0450.03%
459PNC FINL SVCS GROUP INC COM693475105578$107,7500.03%
460GILEAD SCIENCES INCGILD949$105,2150.03%
461SERVICENOW INC COMNOW102$104,8620.03%
462WILLIAMS COS INC COM9694571001,619$101,6880.02%
463FIDELITY NATIONAL FINANCIAL COM SHSFNF1,801$100,9640.02%
464TR AVANTIS0250728771,100$100,2100.02%
465GRAINGER W.W. INC38480210493$96,7400.02%
466UNITEDHEALTH GROUP INCUNH305$95,1450.02%
467ISHARES TR INDEX DJ SEL DIV INX464287168716$95,0910.02%
468ISHARES TR INDEX BARCLY USAGG B464287226955$94,7360.02%
469STARBUCKS CORP COMSBUX1,032$94,5610.02%
470VANGUARD SCOTTSDALE FDS MORTG-BACK SEC92206C7711,942$89,9920.02%
471SPDR SERIES TRUST S&P DIVID ETF78464A763650$88,2240.02%
472INVESCO EXCHANGE TRADED FD TS&P 500 TOP 50IVZ1,679$87,4580.02%
473PACER FDS TR US CASH COWS 10069374H8811,586$87,3720.02%
474FISERV INCFISV506$87,2370.02%
475OTIS WORLDWIDE CORP COMOTIS873$86,4420.02%
476TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR874039100380$86,0640.02%
477I SHARES US TREASURY BOND ETF46429B2673,746$86,0440.02%
478ISHARES MBS ETF464288588909$85,3450.02%
479INVESCO EXCHANGE TRADED FD TRAFI US 1000 ETFIVZ2,000$84,5400.02%
480METLIFE INC COMMET-PF1,021$82,1070.02%
481KIMBERLY - CLARK CORPKMB633$81,6040.02%
482ISHARES TR CORE 1 5 YR USD46432F8591,670$81,2450.02%
483SCHWAB STRATEGIC TR US MID-CAP ETF8085245082,880$80,7540.02%
484VANGUARD WHITEHALL INTL HIGHDIVIDEND YIELD ETF9219467941,000$80,1100.02%
485BP AMOCO PLC ADS (UK)BPPFF2,666$79,7930.02%
486ISHARES TR MSCI GRW IDX464288885710$79,5200.02%
487TARGET CORPORATIONTGT804$79,3120.02%
488SPDR SERIES TRUST PRTFLO S&P500 VL78464A5081,505$78,7710.02%
489AMERICAN ELECTRIC POWER025537101759$78,7530.02%
490BANK OF AMERICA CORP COM0605051041,652$78,1540.02%
491BECTON DICKINSON & COBDX451$77,6830.02%
492O REILLY AUTOMOTIVE INC NEW COM67103H107854$76,9680.02%
493LOWES COMPANIES548661107346$76,7660.02%
494US BANCORP DEL COM NEWUSB-PS1,684$76,2010.02%
495ASTRAZENECA PLC SPONSORED ADRAZN1,059$74,0010.02%
496WIPRO LTD SPONS ADRWIT23,966$72,1370.02%
497INTEL COMINTC3,180$71,2000.02%
498ISHARES TR MSCI VAL IDX4642888771,066$67,6580.02%
499LINDE PLC COM EURO .001LIN144$67,5580.02%
500GENERAL ELECTRIC CO COM NEW369604301256$65,8890.02%