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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 Q3 2025 · Filed November 4, 2025 · Accession 0001999371-25-016817

Total Value
$444.0M
Positions
566
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1CHEVRON COMCVX125,682$19.5M4.42%
2EXXON MOBIL CORPORATIONXOM153,380$17.3M3.91%
3APPLE COMPUTER INC. CMN.AAPL61,778$15.7M3.56%
4APPLE COMPUTER INC. CMN.AAPL49,238$12.5M2.84%
5AUTOMATIC DATA PROCESSING INC - TAXABLEADP40,606$11.9M2.70%
6BERKSHIRE HATHAWAY INC DELBRK-A15$11.3M2.56%
7MICROSOFT COMMSFT21,300$11.0M2.50%
8JOHNSON & JOHNSON COMJNJ52,726$9.8M2.21%
9NVIDIA CORPNVDA43,482$8.1M1.84%
10AMAZON COM INC COMAMZN26,776$5.9M1.33%
11LILLY ELI & COMPANYLLY6,998$5.3M1.21%
12JP MORGAN CHASE & CO COMVYLD15,829$5.0M1.13%
13BROADCOM INCAVGO14,725$4.9M1.10%
14ALPHABET INC.GOOG19,831$4.8M1.09%
15BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A9,214$4.6M1.05%
16ALPHABET INC CAP STK CL AGOOG18,497$4.5M1.02%
17ISHARES TR S&P 500 INDEX4642872006,050$4.0M0.92%
18JP MORGAN CHASE & CO COMVYLD12,242$3.9M0.87%
19MICROSOFT COMMSFT7,281$3.8M0.85%
20HOME DEPOT COMHD8,635$3.5M0.79%
21BROADCOM INCAVGO10,013$3.3M0.75%
22VANGUARD INDEX FDS S&P 500 ETF SHS9229083635,330$3.3M0.74%
23LILLY ELI & COMPANYLLY4,230$3.2M0.73%
24FACEBOOK INC CL AMETA4,304$3.2M0.72%
25VERISK ANALYTICS INC CL AVRSK12,205$3.1M0.69%
26SPDR TR UNIT SER 1SPY4,487$3.0M0.68%
27WAL-MARTWMT28,915$3.0M0.67%
28ALPHABET INC.GOOG11,899$2.9M0.66%
29JOHNSON & JOHNSON COMJNJ15,537$2.9M0.65%
30RTX CORPORATION COMRTX16,693$2.8M0.63%
31ISHARES TR CORE S&P TTL STK46428715019,146$2.8M0.63%
32TARGET CORPORATIONTGT30,492$2.7M0.62%
33VANGUARD INDEX FDS S&P 500 ETF SHS9229083634,448$2.7M0.62%
34PROCTER & GAMBLE CO.74271810917,624$2.7M0.61%
35VISA INC COM CL AV7,614$2.6M0.59%
36EXXON MOBIL CORPORATIONXOM22,779$2.6M0.58%
37PROCTER & GAMBLE CO.74271810916,050$2.5M0.56%
38INVESCO QQQ TR UNIT SER 1IVZ4,011$2.4M0.55%
39VISA INC COM CL AV6,919$2.4M0.53%
40VANGUARD SCOTTSDALE FDS INTER TERM TREAS92206C70637,401$2.2M0.51%
41DEERE & CO COMDE4,775$2.2M0.49%
42VANGUARD TAX-MANAGED FD EUROPE PAC ETF92194385835,619$2.1M0.48%
43TRANE TECHNOLOGIES PLCTT5,025$2.1M0.48%
44VANGUARD TOTAL STK MKT ETF9229087695,956$2.0M0.44%
45MASTERCARD INCORPORATED CL AMA3,423$1.9M0.44%
46MOODYS CORP COMMCO4,060$1.9M0.44%
47ABBVIE INC COMABBV8,288$1.9M0.43%
48WAL-MARTWMT18,612$1.9M0.43%
49NORFOLK SOUTHERN CORP COM6558441086,195$1.9M0.42%
50NETFLIX INC COMNFLX1,540$1.8M0.42%
51VANGUARD MID CAP ETF9229086296,196$1.8M0.41%
52STRYKER CORPSYK4,827$1.8M0.40%
53CATERPILLAR INC COMCAT3,630$1.7M0.39%
54ISHARES TR S&P 500 INDEX4642872002,538$1.7M0.38%
55INVESCO QQQ TR UNIT SER 1IVZ2,779$1.7M0.38%
56HOME DEPOT COMHD4,091$1.7M0.38%
57AMAZON COM INC COMAMZN7,358$1.6M0.37%
58SPDR TR UNIT SER 1SPY2,424$1.6M0.37%
59SCHWAB CHARLES CORP NEW COMSCHW-PJ16,497$1.6M0.36%
60CISCOCSCO22,688$1.6M0.35%
61PEPSICO INCPEP11,012$1.5M0.35%
62ALPHABET INC CAP STK CL AGOOG6,350$1.5M0.35%
63RTX CORPORATION COMRTX9,208$1.5M0.35%
64MERCK & CO INCMRK17,766$1.5M0.34%
65L3HARRIS TECHNOLOGIES INC COMLHX4,767$1.5M0.33%
66ISHARES TR RUSSELL 20004642876555,984$1.4M0.33%
67JP MORGAN ETF ULTRA SHORT INCOME46641Q83728,535$1.4M0.33%
68VANGUARD TAX-MANAGED FD EUROPE PAC ETF92194385823,216$1.4M0.31%
69ISHARES TR INDEX RUSSELL1000GRW4642876142,916$1.4M0.31%
70TESLA MTRS INC COMTSLA3,062$1.4M0.31%
71INTL BUSINESS MACHINES COMINTR4,799$1.4M0.31%
72KIMBERLY - CLARK CORPKMB10,800$1.3M0.30%
73COSTCO WHSL CORP NEW COM22160K1051,448$1.3M0.30%
74VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF9219464069,184$1.3M0.29%
75VANGUARD ADMIRAL FDS INC 500 GRTH IDX F9219325052,950$1.3M0.29%
76ISHARES DIVIDEND GROWTH ETF46434V62118,821$1.3M0.29%
77ORACLE CORPORATIONORCL-PD4,534$1.3M0.29%
78ABBVIE INC COMABBV5,459$1.3M0.29%
79BLACKROCK INC COMBLK1,075$1.3M0.28%
80ADOBE INC COMADBE3,512$1.2M0.28%
81EATON CORP CMNETN3,123$1.2M0.26%
82UNION PAC CORP COMUNP4,900$1.2M0.26%
83GENERAL DYNAMICS CORPORATIONGD3,370$1.1M0.26%
84MERCK & CO INCMRK13,429$1.1M0.26%
85ISHARES TR S&P 500 GRWT ETF4642873099,055$1.1M0.25%
86VANGUARD INDEX FDS SMALL CP ETF9229087514,292$1.1M0.25%
87CUMMINS INC COMCMI2,554$1.1M0.24%
88PALO ALTO NETWORKS INC COMPANW5,283$1.1M0.24%
89BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A2,077$1.0M0.24%
90CVS CORP.CVS13,680$1.0M0.23%
91CHEVRON COMCVX6,634$1.0M0.23%
92COLGATE PALMOLIVE COCL12,662$1.0M0.23%
93PIMCO ETF TR ENHAN SHRT MA AC72201R8339,936$1.0M0.23%
94CATERPILLAR INC COMCAT2,054$980,0440.22%
95VANGUARD SPECIALIZED PORT DIVD APPREC INDX ETF9219088444,499$970,8360.22%
96GENERAL ELECTRIC CO COM NEW3696043013,209$965,3290.22%
97PROFESIONALLY MANAGED PORTFOCONGRESS INTERME74316P58738,471$962,5430.22%
98AFLAC INC COMAFL8,445$943,3060.21%
99BLACKROCK INC COMBLK797$929,1810.21%
100ISHARES TR S&P 500 GRWT ETF4642873097,674$926,4040.21%
101WELLS FARGO & CO NEW COM94974610110,809$905,9020.21%
102GOLDMAN SACHSGSCE1,127$897,4690.20%
103MCDONALDS CORP COMMCD2,911$884,5850.20%
104VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF9219464066,181$871,2060.20%
105GRAINGER W.W. INC384802104900$857,6620.19%
106AUTOMATIC DATA PROCESSING INC - TAXABLEADP2,893$849,0930.19%
1073M COMPANY COMMMM5,434$843,2450.19%
108ASML HOLDING NV NY REG SHSASMLF869$841,2660.19%
109VANGUARD INDEX FDS SMALL CP ETF9229087513,286$835,5610.19%
110ISHARES TR RUSSELL 20004642876553,450$834,7600.19%
111TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR8740391002,962$827,2240.19%
112ILLINOIS TOOL WKS INC COM4523081093,154$822,4360.19%
113COCA COLA CO COMKO12,396$821,9690.19%
114CHENIERE ENERGY INC COM NEWLNG3,462$813,4970.18%
115GOLDMAN SACHSGSCE1,015$808,2780.18%
116CISCOCSCO11,732$802,6930.18%
117VANGUARD RUSSELL 1000 VALUE ETF92206C7148,938$798,7890.18%
118ORACLE CORPORATIONORCL-PD2,829$795,5960.18%
119ACCENTURE PLC IRELAND SHS CLASS AACN3,217$793,3110.18%
120PALO ALTO NETWORKS INC COMPANW3,827$779,2490.18%
121LOCKHEED MARTIN CORP COMLMT1,561$779,2480.18%
122LOCKHEED MARTIN CORP COMLMT1,542$769,7650.17%
123SOUTHERN COMPANYSOMN8,089$766,5900.17%
124NEXTERA ENERGY INCNEE-PW10,131$764,7780.17%
125BERKSHIRE HATHAWAY INC DELBRK-A1$754,2000.17%
126ISHARES TR S&P MIDCAP 40046428750711,478$749,0530.17%
127ECOLAB INC COMECL2,731$747,8790.17%
128CUMMINS INC COMCMI1,735$732,7940.17%
129EATON CORP CMNETN1,948$729,0360.17%
130ISHARES INC CORE MSCI EMKT46434G10310,937$720,9630.16%
131ISHARES TR INDEX RUSSELL MCP GR4642874815,043$718,1730.16%
132ISHARES TR CORE MSCI EAFE46432F8428,183$714,4550.16%
133HONEYWELL INTL INC COM4385161063,391$713,8030.16%
134SONOCO PRODS CO COM83549510216,531$712,3190.16%
135ISHARES TR S&P SMALL CAP 600 INDEX4642878045,973$709,7690.16%
136VANGUARD INDEX FDS VALUE ETF9229087443,785$705,8600.16%
137VANGUARD ADMIRAL FDS INC 500 GRTH IDX F9219325051,620$705,4260.16%
138AMERICAN EXPRESSAXP2,123$705,1500.16%
139GENERAL DYNAMICS CORPORATIONGD2,044$697,0040.16%
140FLEXSHARES TR ESG & CLM US LRGFLEX9,396$682,3370.15%
141UNITEDHEALTH GROUP INCUNH1,952$673,9990.15%
142UNION PAC CORP COMUNP2,840$671,2850.15%
143COCA COLA CO COMKO10,061$667,1410.15%
144NIKE INC CL BNKE9,459$659,4810.15%
145ISHARES TR DJ US TECH SEC4642877213,345$655,1510.15%
146INTL BUSINESS MACHINES COMINTR2,310$651,7600.15%
147AMGEN INC COMAMGN2,211$623,9160.14%
148EMERSON ELECTRICEMR4,709$617,7250.14%
149SALESFORCE COM INC COMCRM2,550$604,3500.14%
150MONDELEZ INTL INC CL A6092071059,535$595,6500.13%
151MASTERCARD INCORPORATED CL AMA1,035$588,7050.13%
152ISHARES TR S&P MIDCAP 4004642875079,012$588,1210.13%
153GE VERNOVA INC COMGEV953$585,9880.13%
154PIMCO ETF TRUST MULTISECTOR BOND ACTIVE EXCHANGE72201R58521,695$582,2930.13%
155ISHARES CORE S&P VALUE4642876635,824$582,1080.13%
156VANGUARD MID CAP ETF9229086291,981$581,8770.13%
157PEPSICO INCPEP4,031$566,1080.13%
158SPDR GOLD TRUST GOLD SHSGLD1,587$564,1120.13%
159ABBOTT LABS COMABLZF4,185$560,5310.13%
160CIGNA CORP NEW1255231001,939$558,9130.13%
161ADOBE INC COMADBE1,569$553,4600.13%
162DANAHER CORPORATION2358511022,755$546,2030.12%
163BANK OF AMERICA CORP COM06050510410,482$540,7600.12%
164ISHARES TR S&P SMALL CAP 600 INDEX4642878044,539$539,3670.12%
165DUKE ENERGY CORP NEW COM NEWDUKB4,328$535,5860.12%
166DISNEY WALT CO COM2546871064,606$527,3840.12%
167CHUBB LIMITED COMCB1,867$526,9560.12%
168HONEYWELL INTL INC COM4385161062,468$519,5120.12%
169STRYKER CORPSYK1,405$519,3680.12%
170QUALCOMM INC COMQCOM3,104$516,3750.12%
171VALERO ENERGY CORP NEW COMVLO3,030$515,8870.12%
172ISHARES TR MSCI VAL IDX4642888777,567$513,2660.12%
173MCDONALDS CORP COMMCD1,678$509,9060.12%
174THERMO FISHER SCIENTIFIC INCTMO1,051$509,7430.12%
175FACEBOOK INC CL AMETA689$505,9840.11%
176DUPONT DE NEMOURS INC (NEW)DD6,484$505,1030.11%
177NVIDIA CORPNVDA2,692$502,2700.11%
178VANGUARD SPECIALIZED PORT DIVD APPREC INDX ETF9219088442,315$499,5520.11%
179VANGUARD SCOTTSDALE FDS S/T CORP BD INDEX ETF92206C4096,230$497,9620.11%
180SCHWAB CHARLES CORP NEW COMSCHW-PJ5,205$496,9150.11%
181FLEXSHARES MORNINGSTAR USFLEX2,045$495,4830.11%
182CONOCOPHILLIPS COMCOP5,162$488,2700.11%
183BOEING CO COMBA-PA2,262$488,2050.11%
184DISNEY WALT CO COM2546871064,257$487,4240.11%
185MORGAN STANLEY DEAN WITTERMS-PQ3,051$484,9820.11%
186ARISTA NETWORKS INC COMANET3,305$481,5700.11%
187ISHARES TR RUSSELL MIDCAP INDEX FD4642874994,979$480,7210.11%
188ALTRIA GROUP INCMO7,233$477,8100.11%
189WHITE MTNS INS GROUP LTD COMG9618E107284$474,7090.11%
190SALESFORCE COM INC COMCRM1,983$469,9710.11%
191EMERSON ELECTRICEMR3,571$468,4430.11%
192ISHARES TR INDEX RUSSELL1000GRW4642876141,000$468,3990.11%
193UBER TECHNOLOGIES INC COMUBER4,772$467,5090.11%
194SERVICENOW INC COMNOW507$466,5750.11%
195BRISTOL MYERS SQUIBBCELG-RI10,290$463,9700.11%
196ISHARES TR S&P 500 VAL ETF4642874082,244$463,4070.10%
197FLEXSHARES TRUST INTERNATIONAL QUALITY DIVFLEX16,006$456,6510.10%
198PFIZER INC COMPFE17,619$448,7510.10%
199ADVANCED MICRO DEVICES INC COMAMD2,733$442,1690.10%
200FREEPORT-MCMORAN COPPER & GOLD COMFCX11,177$438,3610.10%
201ISHARES TR INDEX MSCI EAFE IDX4642874654,689$437,8100.10%
202VERIZON COMMUNICATIONSVZ9,909$435,4960.10%
203CROWDSTRIKE HLDGS INC CL ACRWD885$433,9840.10%
204STATE STREET CORPSTT-PG3,700$429,2370.10%
205PHILIP MORRIS INTL INC COM7181721092,636$427,5550.10%
206JP MORGAN ETF ULTRA SHORT INCOME46641Q8378,373$424,6760.10%
207WELLS FARGO & CO NEW COM9497461015,053$423,4870.10%
208DUKE ENERGY CORP NEW COM NEWDUKB3,286$406,6390.09%
209LAM RESEARCH CORP COMLRCX3,004$402,2340.09%
210DOVER CORPDOV2,400$400,3920.09%
211ISHARES INC CORE MSCI EMKT46434G1036,055$399,1400.09%
212SOUTHERN COMPANYSOMN4,204$398,4120.09%
213AMERICAN ELECTRIC POWER0255371013,537$397,9100.09%
214CONSTELLATION ENERGY CORPCEG1,209$397,8440.09%
215NOVO-NORDISK A S ADRNONOF7,107$394,3670.09%
216ISHARES TR IBONDS 25 TRM TS46436E86616,841$393,4050.09%
217DANAHER CORPORATION2358511021,984$393,3420.09%
218SCHWAB STRATEGIC TR US DIVIDEND EQ80852479714,406$393,1380.09%
219PALANTIR TECHNOLOGIES INC CL APLTR2,141$390,5580.09%
220COMCAST CORP NEW CL ACCZ12,431$390,4520.09%
221SPDR SER TR RUSSELL 1000 ETF78464A8544,927$385,9800.09%
222CIGNA CORP NEW1255231001,331$383,6590.09%
223CONOCOPHILLIPS COMCOP4,030$381,1910.09%
224PHILLIPS 66 COMPSX2,788$379,2190.09%
225ISHARES GOLD TRUSTIAU5,180$376,9460.09%
226TJX COS INC NEW COM8725401092,606$376,6670.09%
227INVESCO ETF S&P 500 EQUAL WEIGHTIVZ1,983$376,1740.09%
228COLGATE PALMOLIVE COCL4,690$374,9170.08%
229GILEAD SCIENCES INCGILD3,359$372,8490.08%
230VANGUARD INTL EQUITY INDEX FEMR MKT ETF9220428586,837$370,4250.08%
231INGERSOLL RAND INC COMIR4,412$364,5190.08%
232HCA HLDGS INC COMHCA855$364,4000.08%
233PROSHARES TR S&P MDCP 400 DIV74347B6804,265$363,9740.08%
234ST PAUL TRAVELERS COSTRV1,301$363,2490.08%
235LOWES COMPANIES5486611071,438$361,3790.08%
236PAYCHEX INC COMPAYX2,814$356,7020.08%
237AT&T INC COMT-PC12,565$354,7040.08%
238SCHWAB STRATEGIC INTL EQUITYETF80852480515,201$353,7260.08%
239LABORATORY CORP AMER HLDGS COM NEWLH1,225$351,6330.08%
240PHILLIPS 66 COMPSX2,585$351,6100.08%
241SCHWAB STRATEGIC TR US LRG CAP ETF80852420113,340$351,3740.08%
242AERCAP HOLDINGS NVAER2,892$349,9320.08%
243J P MORGAN EXCHANGE TRADED FHEDGED EQUITY LA46654Q7245,307$344,9550.08%
244ISHARES TR MSCI ACWI INDX4642882572,473$341,8670.08%
245BROOKFIELD ASSET MGMT INC11271J1074,980$341,5260.08%
246CORNING INC COMGLW4,155$340,8320.08%
247STARBUCKS CORP COMSBUX4,017$339,8310.08%
248MARRIOTT INTL INC NEW CL A5719032021,300$338,5700.08%
249CORNING INC COMGLW4,125$338,3680.08%
250INVESCO EXCHANGE TRADED FD TS&P 500 TOP 50IVZ5,873$337,8110.08%
251ADVANCED MICRO DEVICES INC COMAMD2,083$337,0050.08%
252COSTCO WHSL CORP NEW COM22160K105364$336,9260.08%
253INVESCO ETF S&P 500 EQUAL WEIGHTIVZ1,774$336,5270.08%
254J P MORGAN EXCHANGE-TRADED FULTRA SHT MUNCPL46641Q6546,592$336,4550.08%
255AMGEN INC COMAMGN1,189$335,5170.08%
256PNC FINL SVCS GROUP INC COM6934751051,662$333,9400.08%
257NOVARTIS A G SPONSORED ADRNVSEF2,589$332,0110.08%
258THERMO FISHER SCIENTIFIC INCTMO682$330,7710.07%
259BLACKSTONE GROUP INC COM CL ABX1,934$330,4180.07%
260SCHWAB STRATEGIC TR US BRD MKT ETF80852410212,771$328,2140.07%
261ISHARES GOLD TRUSTIAU4,497$327,2460.07%
262VANGUARD TOTAL STK MKT ETF922908769997$327,1740.07%
263PACKAGING CORP AMER COM6951561091,500$326,8950.07%
264INVESCO EXCHANGE TRADED FD TRAFI US 1000 ETFIVZ7,225$326,5700.07%
265TEVA PHARMACEUTICAL INDUS. LTD ADR88162420916,070$324,6140.07%
266ST PAUL TRAVELERS COSTRV1,158$323,3240.07%
267INTUIT COMINTU473$323,0080.07%
268ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY1,789$319,7460.07%
269ACCENTURE PLC IRELAND SHS CLASS AACN1,289$317,8630.07%
270ISHARES TR RUSSELL1000VAL4642875981,561$317,7990.07%
271VANGUARD INDEX FDS MCAP VL IDXVIP9229085121,817$317,2060.07%
272VANGUARD SCOTTSDALE FDS S/T CORP BD INDEX ETF92206C4093,966$317,0010.07%
273AIR PRODS & CHEMS INC COMAIIR1,153$314,4310.07%
274IRON MTN INC NEW COM46284V1013,081$314,0760.07%
275ISHARES TR INDEX DJ SEL DIV INX4642871682,210$314,0400.07%
276PROFESIONALLY MANAGED PORTFOCONGRESS INTERME74316P58712,394$310,0970.07%
277US BANCORP DEL COM NEWUSB-PS6,389$308,7780.07%
278VANGUARD ADMIRAL FDS INC MIDCP 400 IDX9219328852,791$308,0700.07%
279ISHARES TR RUSSELL MIDCAP INDEX FD4642874993,178$306,8350.07%
280ISHARES TR INDEX MSCI EAFE IDX4642874653,273$305,5960.07%
281CONSTELLATION ENERGY CORPCEG925$304,3870.07%
282ARISTA NETWORKS INC COMANET2,089$304,3860.07%
283ILLINOIS TOOL WKS INC COM4523081091,163$303,2610.07%
2843M COMPANY COMMMM1,944$301,6660.07%
285ASTRAZENECA PLC SPONSORED ADRAZN3,932$301,6600.07%
286METLIFE INC COMMET-PF3,661$301,5520.07%
287CLEAR SECURE INC COM CL AYOU9,025$301,2540.07%
288J P MORGAN EXCHANGE-TRADED FULTRA SHT MUNCPL46641Q6545,869$299,5530.07%
289L3HARRIS TECHNOLOGIES INC COMLHX980$299,2910.07%
290BOEING CO COMBA-PA1,380$297,8430.07%
291ALLEGION PUB LTD CO ORD SHSALLE1,677$297,4150.07%
292BANK NEW YORK MELLON CORP COM0640581002,721$296,4770.07%
293CITIGROUP INC COM NEWC-PR2,915$295,8720.07%
294ISHARES TR PHLX SEMICND ETF4642875231,074$291,1720.07%
295ISHARES TR EXPANDED TECH4642875152,525$290,3990.07%
296I SHARES TR S&P 100 ETF464287101870$289,5620.07%
297ISHARES TR CORE MSCI EAFE46432F8423,268$285,3240.06%
298ABBOTT LABS COMABLZF2,130$285,2910.06%
299EXELON CORP COMEXC6,250$281,2500.06%
300TEXAS INSTRUMENTS8825081041,514$278,1610.06%
301BLACKSTONE GROUP INC COM CL ABX1,626$277,8010.06%
302ISHARES FLOATING RATE BOND ETF46429B6555,410$276,3420.06%
303VANGUARD INTL EQUITY INDEX FEMR MKT ETF9220428585,067$274,5280.06%
304CAPITAL ONE FINL CORP COM14040H1051,281$272,3120.06%
305FIDELITY NATIONAL FINANCIAL COM SHSFNF4,460$269,7830.06%
306VANECK ETF TRUST MRNGSTR WDE MOAT92189F6432,703$267,8940.06%
307UBER TECHNOLOGIES INC COMUBER2,732$267,6510.06%
308BNY MELLON ETF TRUST II DYNAMIC VALUE05613H1009,557$265,5860.06%
309NORTHROP GRUMMAN CORP COMNOC435$265,0520.06%
310PFIZER INC COMPFE10,352$263,6610.06%
311ISHARES TR RUSSELL MIDCAP VALUE INDEX FUND4642874731,883$262,9950.06%
312INTUITIVE SURGICAL INC COM NEWISRG587$262,5140.06%
313QUALCOMM INC COMQCOM1,577$262,3470.06%
314PARKER HANNIFIN CORP COMPH343$260,0440.06%
315SHELL PLC SPONSORED ADR REPRESENTING B SHRSRYDAF3,630$259,6510.06%
316NOVARTIS A G SPONSORED ADRNVSEF2,022$259,3000.06%
317WASTE MANAGEMENT INC DEL94106L1091,173$259,0320.06%
318KLA-TENCOR CORP COMKLAC239$257,7820.06%
319TJX COS INC NEW COM8725401091,783$257,7120.06%
320TECHNOLOGY SELECT SECTOR81369Y803913$257,3260.06%
321ISHARES TR USA QUALITY FCTR46432F3391,320$256,7400.06%
322INVESCO EXCH TRADED FD TR IIS&P500 LOW VOLIVZ3,482$255,8210.06%
323FLEXSHARES TR MORNSTAR UPSTRFLEX5,826$255,0010.06%
324PROSHARES TR S&P 500 DV ARIST74348A4672,466$254,1700.06%
325VANGUARD WELLINGTON FD SHORT TRM TAX EX9219358702,490$253,7800.06%
326KENVUE INC COMKVUE15,465$250,8420.06%
327VANGUARD INDEX FDS VALUE ETF9229087441,342$250,2680.06%
328VANGUARD CHARLOTTE FDS TOTALINTL BD INDEX FD ETF92203J4075,042$249,3240.06%
329FIRST TR EXCHANGE TRADED FD IV LIMITED DURATION33738D80412,901$247,6970.06%
330NEXTERA ENERGY INCNEE-PW3,276$247,3040.06%
331MICRON TECHNOLOGY INC COMMU1,477$247,1270.06%
332CLOROX CO DEL COMCLX2,000$246,6000.06%
333DEERE & CO COMDE539$246,4590.06%
334SPDR SER TR PORTFOLIO SM ETF78468R8535,317$246,2260.06%
335T. ROWE PRICE GROUP INCTROW2,350$241,2030.05%
336CHESAPEAKE ENERGY CORP COMEXE2,267$240,8450.05%
337SPDR SERIES TRUST PRTFLO S&P500 VL78464A5084,342$240,2410.05%
338CARRIER GLOBAL CORPORATION COMCARR4,018$239,8720.05%
339ISHARES TR DJ PHARMA INDX4642888363,300$239,4480.05%
340ALTRIA GROUP INCMO3,617$238,9380.05%
341NORTHROP GRUMMAN CORP COMNOC392$238,8510.05%
342OGE ENERGY CORP COMOGE5,155$238,5210.05%
343VERTEX PHARMACEUTICALS INC COMVRTX608$238,1120.05%
344BOOKING HLDGS INC.COMBKNG44$237,5660.05%
345BECTON DICKINSON & COBDX1,268$237,3300.05%
346ASML HOLDING NV NY REG SHSASMLF244$236,2110.05%
347ISHARES TR CORE HIGH DV ETF46429B6631,927$235,9590.05%
348WEC ENERGY GROUP INC COMWEC2,059$235,9360.05%
349INTEL COMINTC7,016$235,3140.05%
350MARSH & MCLENNAN COS INC COM5717481021,165$234,7770.05%
351WISDOMTREE TRUST SMLCAP EARN FDWT4,200$234,6120.05%
352BOSTON SCIENTIFIC CORP COMBSX2,386$232,9430.05%
353INTERCONTINENTALEXCHANGE INCCOM45866F1041,380$232,5000.05%
354FEDEX CORPFDX977$230,3840.05%
355WILLIAMS COS INC COM9694571003,617$229,1320.05%
356CMS ENERGY CORPCMS-PC3,127$229,0790.05%
357SCHLUMBERGER LTDSLB6,645$228,3200.05%
358ALLSTATE CORP COMALL-PJ1,057$226,8820.05%
359J P MORGAN EXCHANGE TRADED FHEDGED EQUITY LA46654Q7243,490$226,8500.05%
360UNILEVER PLC SPON ADR NEWUNLYF3,813$225,9940.05%
361CVS CORP.CVS2,997$225,9100.05%
362AMERICAN EXPRESSAXP679$225,5280.05%
363SHOPIFY INC CL ASHOP1,507$223,9520.05%
364LENNAR CORPLEN-B1,762$222,0810.05%
365VANGUARD SCOTTSDALE FDS SHORT TERM TREAS92206C1023,770$221,8250.05%
366AUTODESK INC COMADSK697$221,4070.05%
367SPDR SER TR PORTFOLIO SM ETF78468R8534,770$220,8920.05%
368MEDTRONIC PLCMDT2,307$219,7170.05%
369WISDOMTREE TRUST MIDCAP DIVI FDWT4,200$219,6180.05%
370FERGUSON PLC NEWFERG975$218,9640.05%
371BRISTOL MYERS SQUIBBCELG-RI4,855$218,9110.05%
372AMERISOURCE BERGEN CORPCOR700$218,7640.05%
373DOVER CORPDOV1,306$217,8770.05%
374VANGUARD INDEX FDS GROWTH ETF922908736453$217,2580.05%
375ISHARES TR RUSSELL1000VAL4642875981,065$216,8220.05%
376RUSH ENTERPRISES INC CL ARUSHB4,050$216,5530.05%
377PROSHARES TR S&P 500 DV ARIST74348A4672,100$216,4470.05%
378ISHARES TR GLB INFRASTR ETF4642883723,534$215,9620.05%
379VANGUARD INDEX FD LARGE CAP ETF922908637697$214,5670.05%
380BWX TECHNOLOGIES INC COMBWXT1,149$211,8400.05%
381VANGUARD SCOTTSDALE FDS LONG TERM TREAS92206C8473,711$211,0070.05%
382HEICO CORP NEWHEI-A648$209,1860.05%
383REALTY INCOME CORP COMO3,437$208,9340.05%
384ISHARES TR MSCI GRW IDX4642888851,833$208,7370.05%
385LINDE PLC COM EURO .001LIN438$208,0500.05%
386CORTEVA INC COMCTVA3,066$207,3520.05%
387MONSTER BEVERAGE CORP NEW COMMNST3,078$207,1780.05%
388OTIS WORLDWIDE CORP COMOTIS2,262$206,8130.05%
389AVERY DENNISON CORP COMAVY1,267$205,4690.05%
390MCKESSON CORP COMMCK264$203,9450.05%
391BROADRIDGE FINL SOLUTIONS INCOM11133T103855$203,6310.05%
392VANGUARD BD INDEX FD INC SHORT TRM BOND9219378272,577$203,3250.05%
393TRANE TECHNOLOGIES PLCTT478$201,6890.05%
394ONEOK INC NEW COMOKE2,754$200,9570.05%
395DIAGEO P L C SPON ADR NEWDGEAF2,093$199,7340.05%
396SHELL PLC SPONSORED ADR REPRESENTING B SHRSRYDAF2,783$199,0660.05%
397ISHARES TR S&P 500 VAL ETF464287408947$195,5640.04%
398KKR & CO INC COMKKRT1,497$194,5340.04%
399SHERWIN WILLIAMS CO COMSHW561$194,2490.04%
400SPDR GOLD TRUST GOLD SHSGLD528$187,6800.04%
401BP AMOCO PLC ADS (UK)BPPFF5,426$186,9240.04%
402ANALOG DEVICES INCADI760$186,7270.04%
403GALLAGHER ARTHUR J & CO COM363576109600$185,8360.04%
404ISHARES TR CORE 1 5 YR USD46432F8593,800$185,5910.04%
405CITIGROUP INC COM NEWC-PR1,824$185,1340.04%
406AMPHENOL CORP NEW0320951011,468$181,6640.04%
407VANGUARD BD INDEX FD INC INTERMED TERM9219378192,321$181,2440.04%
408SPDR SER TR PROTFOLIO LN TSR78464A6646,706$180,7220.04%
409TEXAS INSTRUMENTS882508104969$178,0300.04%
410I SHARES US TREASURY BOND ETF46429B2677,680$177,4840.04%
411NETFLIX INC COMNFLX148$177,4350.04%
412PACER FDS TR US CASH COWS 10069374H8813,044$174,9360.04%
413SPDR SERIES TRUST S&P DIVID ETF78464A7631,246$174,5010.04%
414CHUBB LIMITED COMCB612$172,7350.04%
415KKR & CO INC COMKKRT1,327$172,4430.04%
416AMERICAN TOWER CORP NEW COM03027X100890$171,1620.04%
417PIMCO ETF TR ENHAN SHRT MA AC72201R8331,687$169,8630.04%
418NOVO-NORDISK A S ADRNONOF3,056$169,5760.04%
419AGNICO EAGLE MINES LTD COMAEM1,000$168,5600.04%
420SPDR S & P MIDCAP ETFMDY274$163,3080.04%
421ISHARES TR RUSL 3000 GROW464287671989$162,7300.04%
422MONDELEZ INTL INC CL A6092071052,596$162,1680.04%
423AMPHENOL CORP NEW0320951011,300$160,8740.04%
424SCHWAB STRATEGIC TR US SML CAP ETF8085246075,744$160,2000.04%
425ROYAL CARIBBEAN CRUISES LTD COMV7780T103492$159,1950.04%
426ECOLAB INC COMECL573$156,9120.04%
427DOMINION ENERGY INC COMD2,548$155,8610.04%
428ISHARES INTL SELECT DIVIDENDETF4642884484,233$154,6730.04%
429O REILLY AUTOMOTIVE INC NEW COM67103H1071,424$153,5160.03%
430ISHARES MBS ETF4642885881,580$150,3340.03%
431DOMINION ENERGY INC COMD2,438$149,1290.03%
432VERIZON COMMUNICATIONSVZ3,349$147,1860.03%
433VANGUARD INDEX FDS GROWTH ETF922908736305$146,2760.03%
434DUPONT DE NEMOURS INC (NEW)DD1,877$146,2180.03%
435FLEXSHARES TR HIG YLD VL ETFFLEX3,500$144,2000.03%
436IRON MTN INC NEW COM46284V1011,414$144,1410.03%
437VANGUARD INDEX FDS MCAP VL IDXVIP922908512813$141,9330.03%
438VANGUARD SCOTTSDALE FDS MORTG-BACK SEC92206C7712,996$140,6620.03%
439PHILIP MORRIS INTL INC COM718172109855$138,6800.03%
440ISHARES TR INDEX BARCLY USAGG B4642872261,345$134,8350.03%
441TR AVANTIS0250728771,334$132,7730.03%
442NIKE INC CL BNKE1,889$131,6970.03%
443VANGUARD WHITEHALL INTL HIGHDIVIDEND YIELD ETF9219467941,545$130,8300.03%
444ROYAL CARIBBEAN CRUISES LTD COMV7780T103400$129,4280.03%
445SPDR S & P MIDCAP ETFMDY213$126,9520.03%
446REALTY INCOME CORP COMO2,060$125,2260.03%
447CARRIER GLOBAL CORPORATION COMCARR2,040$121,7860.03%
448BOSTON SCIENTIFIC CORP COMBSX1,242$121,2550.03%
449AT&T INC COMT-PC4,273$120,6240.03%
450SCHWAB STRATEGIC TR US LRG CAP ETF8085242014,500$118,5300.03%
451PNC FINL SVCS GROUP INC COM693475105578$116,1360.03%
452INGERSOLL RAND INC COMIR1,367$112,9380.03%
453HALEON PLC SPNSD ADRHLNCF12,492$112,0520.03%
454TR AVANTIS0250728771,100$109,4830.02%
455AVERY DENNISON CORP COMAVY674$109,3020.02%
456AIR PRODS & CHEMS INC COMAIIR400$109,0830.02%
457PAYCHEX INC COMPAYX860$109,0130.02%
458FIDELITY NATIONAL FINANCIAL COM SHSFNF1,801$108,9420.02%
459GILEAD SCIENCES INCGILD968$107,4480.02%
460INTEL COMINTC3,180$106,6570.02%
461FREEPORT-MCMORAN COPPER & GOLD COMFCX2,703$106,0110.02%
462TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR874039100377$105,2870.02%
463I SHARES US TREASURY BOND ETF46429B2674,553$105,2190.02%
464NUVEEN MUN VALUE FD INC COMNU11,520$103,4490.02%
465ISHARES TR INDEX DJ SEL DIV INX464287168716$101,7430.02%
466WILLIAMS COS INC COM9694571001,582$100,2180.02%
467INVESCO EXCHANGE TRADED FD TS&P 500 TOP 50IVZ1,679$96,5740.02%
468ISHARES TR INDEX BARCLY USAGG B464287226955$95,7380.02%
469VANGUARD SCOTTSDALE FDS MORTG-BACK SEC92206C7712,017$94,6970.02%
470ASTRAZENECA PLC SPONSORED ADRAZN1,231$94,4410.02%
471BP AMOCO PLC ADS (UK)BPPFF2,666$91,8430.02%
472PACER FDS TR US CASH COWS 10069374H8811,586$91,1470.02%
473SPDR SERIES TRUST S&P DIVID ETF78464A763650$91,0320.02%
474INVESCO EXCHANGE TRADED FD TRAFI US 1000 ETFIVZ2,000$90,4000.02%
475ISHARES MBS ETF464288588938$89,2500.02%
476GRAINGER W.W. INC38480210493$88,6240.02%
477O REILLY AUTOMOTIVE INC NEW COM67103H107818$88,1870.02%
478LOWES COMPANIES548661107348$87,4550.02%
479AMERICAN ELECTRIC POWER025537101759$85,3870.02%
480VANGUARD WHITEHALL INTL HIGHDIVIDEND YIELD ETF9219467941,000$84,6800.02%
481METLIFE INC COMMET-PF1,021$84,0980.02%
482STARBUCKS CORP COMSBUX988$83,5840.02%
483SPDR SERIES TRUST PRTFLO S&P500 VL78464A5081,505$83,2710.02%
484ISHARES TR CORE 1 5 YR USD46432F8591,670$81,5620.02%
485GENERAL ELECTRIC CO COM NEW369604301271$81,5220.02%
486SERVICENOW INC COMNOW88$80,9820.02%
487KIMBERLY - CLARK CORPKMB614$76,3420.02%
488AGNICO EAGLE MINES LTD COMAEM440$74,1660.02%
489ISHARES TR MSCI GRW IDX464288885640$72,8810.02%
490BECTON DICKINSON & COBDX388$72,6200.02%
491TARGET CORPORATIONTGT808$72,4740.02%
492ISHARES TR MSCI VAL IDX4642888771,066$72,3060.02%
493BANK OF AMERICA CORP COM0605051041,373$70,8310.02%
494LINDE PLC COM EURO .001LIN147$69,8250.02%
495US BANCORP DEL COM NEWUSB-PS1,425$68,8700.02%
496UNITEDHEALTH GROUP INCUNH199$68,7110.02%
497TESLA MTRS INC COMTSLA151$67,1490.02%
498PIMCO ETF TRUST MULTISECTOR BOND ACTIVE EXCHANGE72201R5852,478$66,5090.02%
499SCHLUMBERGER LTDSLB1,932$66,3830.02%
500EXELON CORP COMEXC1,452$65,3400.01%