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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

BARTLETT & CO. WEALTH MANAGEMENT LLC

Quarter ended Q4 2025 · Filed January 22, 2026 · Accession 0002010186-26-000001

Total Value
$7.64B
Positions
1,231
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1Microsoft CorpMSFT974,883$471.5M6.19%
2Apple IncAAPL1,683,579$457.7M6.01%
3Alphabet Inc. Class CGOOG1,370,381$430.0M5.64%
4JPMorgan Chase & CoVYLD746,883$240.7M3.16%
5Amazon.Com IncAMZN919,389$212.2M2.79%
6Vanguard S&P 500 ETF922908363336,080$210.8M2.77%
7Nvidia CorpNVDA1,128,349$210.4M2.76%
8Berkshire Hathaway Class BBRK-A398,778$200.4M2.63%
9Mastercard Inc Class AMA335,969$191.8M2.52%
10TJX Companies Inc8725401091,009,661$155.1M2.04%
11Procter & Gamble7427181091,056,107$151.4M1.99%
12iShares Core MSCI EAFE ETF46432F8421,568,882$140.4M1.84%
13Alphabet Inc. Class AGOOG420,489$131.6M1.73%
14Abbott LaboratoriesABLZF1,011,054$126.7M1.66%
15Lowes Cos Inc548661107513,091$123.7M1.62%
16Costco Wholesale Co22160K105141,010$121.6M1.60%
17Amgen Inc.AMGN348,174$114.0M1.50%
18Thermo Fisher Scientific Inc.TMO194,369$112.7M1.48%
19Meta Platforms Inc Class AMETA163,517$107.9M1.42%
20Deere & CoDE212,372$99.2M1.30%
21Linde plcLIN228,538$97.4M1.28%
22Intuit IncINTU145,542$96.4M1.27%
23Nextera Energy IncNEE-PW1,124,864$90.3M1.19%
24Analog Devices IncADI328,449$89.1M1.17%
25Accenture PLC F Class AACN316,125$84.8M1.11%
26Pepsico IncPEP556,259$80.6M1.06%
27Eaton Corp PLC FETN238,030$75.8M1.00%
28Chubb LTD FCB236,227$73.9M0.97%
29Chevron CorpCVX478,543$72.9M0.96%
30Salesforce IncCRM270,916$71.9M0.94%
31Qualcomm IncQCOM410,215$70.2M0.92%
32Duke Energy CorpDUKB592,671$69.5M0.91%
33Waste Management Inc94106L109309,174$67.9M0.89%
34Asml Holding NVASMLF61,568$65.9M0.86%
35S&P Global Inc ComSPGI120,642$63.0M0.83%
36Unitedhealth GRP IncUNH186,045$61.4M0.81%
37iShares Core S&P Small Cap ETF464287804495,044$59.5M0.78%
38iShares Core S&P Mid Cap ETF464287507859,610$56.7M0.74%
39Vanguard Short Term Corp Bond ETF92206C409710,963$56.7M0.74%
40Berkshire Hathaway Class ABRK-A74$55.9M0.73%
41Vanguard Intermediate Term Cor ETF92206C870642,293$53.8M0.71%
42Vanguard Total Stock Market ETF922908769157,268$52.7M0.69%
43Labcorp Holdings IncLH206,961$51.9M0.68%
44Johnson & JohnsonJNJ242,668$50.2M0.66%
45Illinois Tool Works452308109200,376$49.6M0.65%
46Palo Alto Networks IncPANW264,643$48.7M0.64%
47WalMart IncWMT381,913$42.6M0.56%
48MC Cormick & Co IncMKC-V566,253$38.8M0.51%
49iShares Core MSCI Emerging ETF46434G103574,589$38.6M0.51%
50SPDR S&P Midcap 400 ETFMDY63,317$38.3M0.50%
51American Express CoAXP102,538$37.9M0.50%
52Uber Technologies IncUBER432,835$35.4M0.46%
53General Dynamics CoGD93,565$31.5M0.41%
54Vanguard Mortgage Backed Sec ETF92206C771632,336$29.8M0.39%
55Union Pacific CorpUNP120,886$28.0M0.37%
56Lilly Eli & CoLLY25,740$27.7M0.36%
57JPMorgan U.S. Quality Factor ETF46641Q761436,961$27.6M0.36%
58iShares Core 1 5 Year Usd Bond ETF46432F859556,170$27.1M0.36%
59iShares TR Is 1 5 YR In GR CR BD ETF464288646512,016$27.1M0.36%
60Abbvie IncABBV116,896$26.7M0.35%
61SPDR S&P 500 ETFSPY38,425$26.3M0.34%
62Zoetis Inc Class AZTS208,152$26.2M0.34%
63Auto Data ProcessingADP100,211$25.9M0.34%
64Schwab Fundamental US Large Co ETF808524771933,529$25.4M0.33%
65Raytheon Technologies CoRTX134,736$24.7M0.32%
66Vanguard Short-Term Bond ETF921937827296,970$23.4M0.31%
67Cullen Frost BankersCFR-PB181,495$23.0M0.30%
68SPDR Intermediate Term Corp Bond ETF78464A375675,373$22.8M0.30%
69Cincinnati Finl172062101131,755$21.6M0.28%
70McDonalds CorpMCD68,229$20.9M0.27%
71Norfolk Southern Co65584410869,414$20.0M0.26%
72US BancorpUSB-PS367,072$19.8M0.26%
73iShares Russell Mid Cap ETF464287499203,958$19.6M0.26%
74Schwab US Broad Market ETF808524102726,836$19.1M0.25%
75Vanguard FTSE All World Ex US ETF922042775256,064$18.8M0.25%
76iShares 1-3 Year Treasry Bond ETF464287457227,158$18.8M0.25%
77Canadian Pacific Kansas City LTDCP249,873$18.4M0.24%
78iShares MSCI EAFE ETF464287465174,772$16.8M0.22%
79Broadcom IncAVGO47,998$16.6M0.22%
80Walt Disney Co254687106139,267$15.9M0.21%
81Tesla IncTSLA34,941$15.7M0.21%
82iShares Core US Aggregate Bond ETF464287226155,259$15.5M0.20%
83iShares Russell Mid Cap Growth ETF464287481108,375$14.8M0.19%
84Danaher Corp23585110263,440$14.5M0.19%
85iShares MBS ETF IV464288588152,596$14.5M0.19%
86Technology Select Sector SPDR ETF81369Y803100,780$14.5M0.19%
87T-Mobile US Inc ComTMUSZ70,451$14.3M0.19%
88iShares Russell 1000 ETF46428762237,739$14.1M0.18%
89Vanguard Small Cap Value ETF92290861165,659$13.9M0.18%
90Merck & Co. Inc.MRK124,785$13.2M0.17%
91Vanguard Intermediate Term Bond ETF921937819169,968$13.2M0.17%
92First Comwlth Finl Corp319829107779,194$13.1M0.17%
93iShares High Yield Corporate Bond ETF46434V407305,003$13.1M0.17%
94Exxon Mobil CorpXOM106,562$12.8M0.17%
95iShares Core S&P 500 ETF46428720018,221$12.5M0.16%
96Emerson Electric CoEMR93,859$12.5M0.16%
97Home Depot IncHD36,083$12.4M0.16%
98Vanguard Small Cap ETF92290875148,005$12.4M0.16%
99The Coca-Cola CoKO167,007$11.7M0.15%
100Novartis AG F Sponsored ADRNVSEF84,499$11.6M0.15%
101Travelers CompaniesTRV39,277$11.4M0.15%
102Oracle CorpORCL-PD58,213$11.3M0.15%
103iShares Russell Mid Cap Value ETF46428747380,398$11.3M0.15%
104Fedex CorpFDX38,208$11.1M0.15%
105Rockwell AutomationROK28,120$10.9M0.14%
106American Tower Corp REIT03027X10060,116$10.7M0.14%
107Vanguard Small Cap Growth ETF92290859533,919$10.2M0.13%
108iShares US Treasury Bond ETF46429B267429,576$9.9M0.13%
109iShares National Muni Bond ETF46428841486,311$9.2M0.12%
110Visa Inc Class AV25,684$9.0M0.12%
111Vanguard FTSE Emerging Markets ETF922042858163,336$8.8M0.12%
112iShares US Technology ETF46428772142,286$8.4M0.11%
113W E C Energy Group IncWEC78,349$8.3M0.11%
114SPDR Fund Consumer Discre Select ETF81369Y40767,979$8.1M0.11%
115Mckesson CorpMCK9,761$8.0M0.11%
116Schwab International Equity ETF808524805330,110$7.9M0.10%
117iShares Russell 2000 ETF46428765530,385$7.5M0.10%
118Bristol-Myers SquibbCELG-RI134,602$7.3M0.10%
119Vanguard Dividend Appreciation ETF92190884432,628$7.2M0.09%
120iShares Broad USD Investment Grade Corporate Bond ETF464288620137,908$7.1M0.09%
121Schwab US Large Cap ETF808524201259,978$7.0M0.09%
122Colgate-Palmolive CoCL88,035$7.0M0.09%
123Mondelez Intl Class A609207105127,009$6.9M0.09%
124Kroger CoKR109,473$6.8M0.09%
125IBM CorpINTR22,665$6.7M0.09%
126Lockheed Martin CorpLMT13,191$6.4M0.08%
127Booz Allen Hamilton Class ABAH74,197$6.3M0.08%
128Schwab US Large Cap Growth ETF808524300190,984$6.2M0.08%
129Vanguard Information Technology ETF92204A7028,147$6.1M0.08%
130Yum Brands IncYUM40,088$6.1M0.08%
131Stryker CorpSYK16,916$6.0M0.08%
132Vanguard Short Term Treasury ETF92206C102100,201$5.9M0.08%
133Vanguard Financials ETF92204A40542,847$5.7M0.08%
134Cisco Systems IncCSCO72,839$5.6M0.07%
135CDW CorpCDW40,510$5.5M0.07%
136Cintas CorpCTAS29,188$5.5M0.07%
137iShares S&P 500 Growth ETF46428730944,258$5.5M0.07%
138Becton Dickinson & Co.BDX27,819$5.4M0.07%
139Philip Morris Intl71817210932,220$5.2M0.07%
140iShares TRT Is 5 10 Inv GR CR BD ETF46428863894,854$5.1M0.07%
141Vanguard Extended Market ETF92290865223,598$4.9M0.06%
142Sysco CorpSYY66,944$4.9M0.06%
143Vanguard Mid Cap ETF92290862916,737$4.9M0.06%
144iShares S&P 500 Value ETF46428740822,238$4.7M0.06%
145Starbucks CorpSBUX54,705$4.6M0.06%
146Williams Companies96945710075,995$4.6M0.06%
147Take-Two InteractiveTTWO17,615$4.5M0.06%
148GE Aerospace36960430114,282$4.4M0.06%
149Texas Pacific Land CorpTPL15,159$4.4M0.06%
150Morgan StanleyMS-PQ22,406$4.0M0.05%
151Vanguard ESG U.S. Stock ETF92191073332,713$4.0M0.05%
152Schwab Emerging Markets Equity ETF808524706120,022$3.9M0.05%
153Byline Bancorp Inc ComBY134,158$3.9M0.05%
154Vanguard Total Bond Market ETF92193783549,976$3.7M0.05%
155SPDR Short Term Corporate BND ETF78464A474122,340$3.7M0.05%
156Vanguard Industrials ETF92204A60311,990$3.6M0.05%
157Booking Holdings IncBKNG654$3.5M0.05%
158Ameriprise Finl03076C1067,122$3.5M0.05%
159Cardinal Health IncCAH16,984$3.5M0.05%
160Vanguard FTSE Developed Markets ETF92194385855,709$3.5M0.05%
161iShares Russell 1000 Growth ETF4642876147,310$3.5M0.05%
162Vanguard Growth ETF9229087366,867$3.4M0.04%
163CSX CorpCSX92,244$3.3M0.04%
164Honeywell Intl Inc43851610616,930$3.3M0.04%
165JPMorgan Ultra Short Income ETF46641Q83763,428$3.2M0.04%
166Select Sector Health Care SPDR ETF81369Y20920,733$3.2M0.04%
167Enbridge Inc FENNPF66,972$3.2M0.04%
168Caterpillar IncCAT5,569$3.2M0.04%
169Micron TechnologyMU10,905$3.1M0.04%
170iShares TIPS Bond ETF46428717627,305$3.0M0.04%
171iShares MSCI EAFE Small Cap ETF46428827337,856$2.9M0.04%
172Goldman Sachs GroupGSCE3,335$2.9M0.04%
173Intel CorpINTC75,961$2.8M0.04%
174Vanguard Large Cap ETF9229086378,793$2.8M0.04%
175Wesbanco IncWSBCO81,829$2.8M0.04%
176A T & T IncT-PC110,556$2.7M0.04%
177iShares Russell 2000 Growth ETF4642876488,440$2.7M0.04%
178Vanguard SHRT Inf Prot Sec Index ETF92202080554,874$2.7M0.04%
179Vanguard Russell 2000 Value ETF92206C64916,829$2.7M0.04%
180Vulcan Materials Com9291601099,347$2.7M0.03%
1813M CoMMM16,649$2.7M0.03%
182Advanced MicroAMD12,352$2.6M0.03%
183Bank Of America Corp06050510448,088$2.6M0.03%
184iShares Russell 2000 Value ETF46428763014,504$2.6M0.03%
185Parker-Hannifin CorpPH2,951$2.6M0.03%
186Invesco QQQ TrustIVZ4,144$2.5M0.03%
187Pfizer IncPFE98,670$2.5M0.03%
188Kimberly Clark CorpKMB23,168$2.4M0.03%
189ConocophillipsCOP25,016$2.3M0.03%
190Charles Schwab US MC ETF80852450877,602$2.3M0.03%
191BlackRock Inc ComBLK2,141$2.3M0.03%
192Northrop Grumman CoNOC3,946$2.3M0.03%
193Phillips 66PSX17,014$2.2M0.03%
194Fifth Third BancorpFITBM45,698$2.2M0.03%
195Charles Schwab CorpSCHW-PJ21,541$2.2M0.03%
196iShares Esg Awr 1 5 Y Usd CP BND ETF46435G24385,196$2.2M0.03%
197Novo-Nordisk A S F Sponsored ADRNONOF40,911$2.1M0.03%
198iShares MSCI USA QLTY Fact ETF46432F33910,430$2.1M0.03%
199Paccar IncPCAR18,638$2.1M0.03%
200Vanguard Consumer Staple ETF92204A2079,784$2.1M0.03%
201iShares Nasdaq Biotechnology ETF46428755612,230$2.1M0.03%
202iShares MSCI Emerging Markets ETF46428723437,588$2.1M0.03%
203Target CorpTGT20,788$2.0M0.03%
204PNC Finl Services6934751059,643$2.0M0.03%
205Texas Instruments88250810411,524$2.0M0.03%
206GE Vernova Inc ComGEV3,055$2.0M0.03%
207Boeing CoBA-PA9,100$2.0M0.03%
208Allstate CorpALL-PJ9,355$2.0M0.03%
209Schwab US Small Cap ETF80852460767,582$1.9M0.03%
210Northern Trust CorpNTRSO14,006$1.9M0.03%
211Wells Fargo & Co94974610120,638$1.9M0.03%
212Toro CoTORO24,209$1.9M0.03%
213Marriott Intl Inc Class A5719032026,123$1.9M0.02%
214Marsh & MC Lennan Co57174810210,172$1.9M0.02%
215Vanguard Intermediate-Term Treasury Index FD ETF92206C70631,486$1.9M0.02%
216Bank Of NY Mellon Co06405810016,183$1.9M0.02%
217Vanguard Muni BND Tax Exempt ETF92290774636,992$1.9M0.02%
218Vanguard Total World Stock ETF92204274213,064$1.8M0.02%
219L3harris Technologies Inc.LHX6,240$1.8M0.02%
220iShares US Industrials ETF46428775412,335$1.8M0.02%
221iShares Russell 1000 Value ETF4642875988,631$1.8M0.02%
222Yum China Holdings IncYUMC38,025$1.8M0.02%
223Vaneck Vectors Long Muni ETF92189F536101,975$1.8M0.02%
224SPDR Gold Shares ETFGLD4,315$1.7M0.02%
225Donaldson CoDCI19,122$1.7M0.02%
226Communicat SVS SLCT Sec SPDR ETF81369Y85214,261$1.7M0.02%
227Martin Marietta Materials Inc5732841062,691$1.7M0.02%
228Nike Inc Class BNKE26,019$1.7M0.02%
229iShares Esg Aware US Aggrgt BND ETF46435U54934,313$1.6M0.02%
230Vanguard Real Estate ETF92290855318,544$1.6M0.02%
231Intuitive SurgicalISRG2,821$1.6M0.02%
232Cencora IncCOR4,726$1.6M0.02%
233Marathon Pete CorpMARA9,506$1.5M0.02%
234Elevance Health, IncELV4,410$1.5M0.02%
235Vanguard Health Care ETF92204A5045,370$1.5M0.02%
236Carrier Global CorpCARR28,659$1.5M0.02%
237Manulife Finl F56501R10640,423$1.5M0.02%
238Comcast Corp Class ACCZ48,828$1.5M0.02%
239NRG Energy IncNRG9,116$1.5M0.02%
240American Water Works03042010310,710$1.4M0.02%
241Diageo PLC F Sponsored ADRDGEAF16,030$1.4M0.02%
242Schwab US Dividend Equity ETF80852479749,412$1.4M0.02%
243Sempra EnergySREA15,189$1.4M0.02%
244Taiwan Semiconductor F Sponsored ADR8740391004,287$1.3M0.02%
245iShares Russell 3000 ETF4642876893,345$1.3M0.02%
246Metlife IncMET-PF16,240$1.3M0.02%
247Prudential FinlPUKPF11,203$1.3M0.02%
248Accenture PLC Class AACN4,384$1.2M0.02%
249Kinder Morgan IncEP-PC42,525$1.2M0.02%
250Vanguard Esg Internatnl Stock ETF92191072516,168$1.2M0.02%
251Jabil IncJBL4,966$1.1M0.01%
252Vanguard Value ETF9229087445,831$1.1M0.01%
253Seagate Technology Holdings PB LTD CoSE4,025$1.1M0.01%
254Hubbell IncHUBB2,416$1.1M0.01%
255Dover CorpDOV5,401$1.1M0.01%
256Applied Materials0382221054,096$1.1M0.01%
257WW Grainger Inc3848021041,025$1.0M0.01%
258Sherwin Williams CoSHW3,188$1.0M0.01%
259iShares GNMA Bond ETF46429B33323,136$1.0M0.01%
260Air Prod & ChemicalsAIIR4,068$1.0M0.01%
261Gilead Sciences IncGILD8,161$1.0M0.01%
262Amer Electric PWR Co0255371018,643$996,7600.01%
263Adobe IncADBE2,819$986,6220.01%
264Liberty All Star Equity530158104156,236$981,2020.01%
265Vaneck Vectors Short Muni ETF92189F52855,363$963,8700.01%
266Cohen Steers REIT Prefer19247X10048,485$962,9120.01%
267iShares US Healthcare ETF46428776214,703$957,1650.01%
268iShares US Basic Materials ETF4642878386,196$953,9360.01%
269Verizon CommunicationVZ23,095$940,6560.01%
270iShares U.S. Consumer Services ETF4642875809,085$936,9360.01%
271General Mills Inc37033410419,947$927,5360.01%
272iShares Core Dividend Growth ETF46434V62113,308$923,8410.01%
273Invesco S&P 500 Equal Weight ETFIVZ4,780$915,6570.01%
274Altria Group IncMO15,259$894,4580.01%
275Medpace Holdings IncMEDP1,581$887,9690.01%
276iShares Total US Stock Market ETF4642871505,916$879,6500.01%
277Vanguard Esg US Bond ETF92191069113,716$872,7490.01%
278Vanguard High Dividend Yield ETF9219464066,065$870,4270.01%
279Chipotle Mexican GRLCMG23,515$870,0550.01%
280Vanguard Russell 2000 ETF92206C6648,655$861,3460.01%
281Schwab US Large Cap Value ETF80852440929,089$861,3130.01%
282First Citizens BKSH Class A31946M103400$858,4720.01%
283Capital One FC14040H1053,452$836,6270.01%
284Southern CoSOMN9,549$832,6370.01%
285Deutsche X-Trackers MSCI EAFE Hedged Equity23305120017,250$829,8980.01%
286Idex Corp45167R1044,661$829,3780.01%
287Brown Forman Corp Class BBF-B31,323$823,5420.01%
288Arista Networks IncANET6,207$813,3030.01%
289Otis Worldwide CorpOTIS9,268$809,6030.01%
290Expedia Group Inc.EXPE2,813$796,9510.01%
291Vanguard S&P Mid Cap 400 ETF9219328857,127$796,7990.01%
292Humana IncHUM3,029$778,4980.01%
293Moodys Corp ComMCO1,464$747,8840.01%
294Hershey CoHSY4,096$745,4060.01%
295CIGNA Corp1255231002,706$744,7720.01%
296iShares MSCI KLD 400 Social Indx ETF4642885705,763$742,4470.01%
297Vanguard Utilities ETF92204A8764,007$741,4550.01%
298Intercontinental Exc45866F1044,534$734,3270.01%
299JPMorgan Municipal ETF46641Q64714,286$723,6710.01%
300Invesco S&P 500 Low Volatility ETFIVZ10,120$722,7700.01%
301Siriusxm HLDGS Inc82993310035,584$711,5020.01%
302Entergy CorpENO7,587$701,3050.01%
303PPG Industries Inc6935061076,843$701,1340.01%
304iShares Select Dividend ETF4642871684,630$653,4780.01%
305Corning IncGLW7,455$652,7190.01%
306United Parcel Service Class BUPS6,486$643,3030.01%
307Hartford Finl SVC GPHIG-PG4,646$643,0060.01%
308On SemiconductorON11,830$640,5950.01%
309Blackstone Group IncBX4,128$636,2900.01%
310Vanguard Ultra Short Bond ETF92203C30312,585$627,2360.01%
311Shell PLC F Unsponsored ADRRYDAF8,452$621,0530.01%
312LCNB CorpLCNB37,713$618,1130.01%
313CDN Imperial BK Comm FCNDIF6,804$616,5100.01%
314American Intl Group0268747847,190$615,1050.01%
315Liberty Live HLDGS Inc Ser C Liberty Live Group ComLLYVK7,330$609,5630.01%
316eBay IncEBAY6,758$588,6220.01%
317Crispr Therapeutics FCRSP11,100$582,0840.01%
318Fidelity High Dividend ETF31609284010,218$579,2590.01%
319Stanley Black & DeckSWK7,739$574,8530.01%
320Everest Group, Ltd.EG1,682$570,7870.01%
321Citigroup IncC-PR4,724$551,2790.01%
322Schein Henry IncHSIC7,272$549,6180.01%
323Unilever PLC-Sponsored ADRUNLYF8,379$547,9870.01%
324iShares S&P Small-Cap 600 Growth ETF4642878873,879$547,5600.01%
325Netflix IncNFLX5,716$535,9320.01%
326Microchip TechnologyMCHPP8,368$533,2090.01%
327Motorola SolutionsMSI1,383$531,8050.01%
328Warner Brothers DiscoverWBD18,221$525,1290.01%
329Edwards LifesciencesEW6,082$518,4910.01%
330Atmos Energy CorpATO3,093$518,4440.01%
331Flextronics Intl LTD Ord SHSFLEX8,500$514,7650.01%
332Interactive Brokers Class A45841N1078,000$514,4800.01%
333Procter & Gamble Co7427181093,555$509,4670.01%
334Main Street Capital56035L1048,400$507,2760.01%
335Netapp IncNTAP4,731$506,6430.01%
336Vanguard Total International STK ETF9219097686,714$506,5200.01%
337iShares Cohen And Steers REIT ETF4642875648,348$498,1250.01%
338iShares Preferred Income Sec ETF46428868715,592$482,7360.01%
339Nuveen Clifornia Qulty MNU40,750$481,2580.01%
340CVS Health CorpCVS5,942$471,5510.01%
341Synchrony FinlSYF-PB5,574$465,0390.01%
342KKR & Co IncKKRT3,636$463,5170.01%
343Tapestry IncTPR3,627$463,4220.01%
344iShares Floating Rate Bond ETF46429B6559,020$458,7570.01%
345Canadian Natl Railwy F1363751024,564$451,1510.01%
346Roundhill ETF Trust (S&P 500 0dte Covered Call Strategy Etf)77926X20510,600$442,2660.01%
347Medtronic PLC FMDT4,574$441,9160.01%
348Vanguard S&P Small Cap 600 ETF9219328283,973$440,8440.01%
349Waste Connectionsinc FWCN2,512$440,5040.01%
350H & R BlockBSQKZ10,000$440,0000.01%
351Paypal Holdings IncPYPL7,501$437,9080.01%
352Black Stone Minerals LPBSMLP32,746$435,1940.01%
353Arthur J Gallagher&c3635761091,670$432,1790.01%
354iShares U.S. Consumer Goods ETF4642878126,446$431,3660.01%
355Tractor Supply CompTSCO8,598$429,9860.01%
356iShares Govt Credit Bond ETF4642885964,095$428,7470.01%
357Truist Finl Corp89832Q1098,662$426,2570.01%
358J M Smucker Co8326964054,352$425,6690.01%
359Fastenal CoFAST10,334$414,7030.01%
360Brookfield Corp F Class A11271J1078,961$411,2200.01%
361Dimensional U S Core Equity 2 ETF25434V70810,255$405,9950.01%
362Schwab Short Term US Treasury ETF80852486216,581$404,0790.01%
363SPDR S&P Dividend ETF78464A7632,892$402,4970.01%
364Veralto CorpVLTO3,962$395,8240.01%
365Lamar Advertising CoLAMR3,100$392,3980.01%
366SPDR Bloomberg Barclays High Yield Bond ETF78468R6224,036$392,3400.01%
367iShares MSCI USA Esg Select ETF4642888022,760$384,5920.01%
368SPDR S&P Biotech ETF78464A8703,120$380,4220.00%
369Brown Forman Corp Class ABF-B14,174$376,1920.00%
370Palantir Technologies In Class APLTR2,093$372,1080.00%
371Principal FinlPFG4,218$372,0700.00%
372Lam Research CorpLRCX2,157$369,7960.00%
373The Macerich Co REITMAC20,000$369,2000.00%
374Cbre Group Inc Class ACBRE2,295$369,0130.00%
375Schlumberger LTD FSLB9,499$367,3360.00%
376First Solar IncFSLR1,403$366,5060.00%
377Cme Group Inc Class ACME1,332$363,7430.00%
378Vaneck Preferred Securities Ex Financials ETF92189F42920,391$360,1050.00%
379Etfis Ser TR I InfraCap MLP ETF26923G7728,850$354,7970.00%
380Shopify Inc F Class ASHOP2,188$352,2020.00%
381Hewlett Packard EnterpriseHPE-PC14,355$346,9240.00%
382Textron IncTXT3,970$346,1440.00%
383Draftkings Inc New Class ADKNG10,000$344,6000.00%
384Autodesk IncADSK1,155$341,8920.00%
385Rio Tinto PLC F Sponsored ADRRTNTF4,225$338,1270.00%
386Ea Bridgeway Omni SML Cap Val ETF IV02072L53214,455$336,8020.00%
387Bloom Energy Corp ABE3,868$336,0910.00%
388Energy Select Sector SPDR ETF81369Y5067,500$335,3250.00%
389VGRD FTSE All WRLD Ex US SML Cap ETF9220427182,326$333,3860.00%
390Agilent Technologies Inc ComA2,429$330,5140.00%
391Marzetti CoMZTI2,000$328,8400.00%
392SPDR Nuveen Bloomberg Barclays Short Term Muni Bond ETF78468R7396,800$326,3320.00%
393Takeda Pharma Co F Sponsored ADRTKPHF20,781$323,9760.00%
394iShares MSCI USA Min Vol FCTR ETF46429B6973,436$323,5490.00%
395Cohen & Steers IncCNS5,116$321,1820.00%
396iShares Short Term NTNL Mun BND ETF4642881583,005$320,6340.00%
397American Centy ETF (TR Avantis Intl Eqt)0250727033,843$316,3560.00%
398Nuveen Arizona QLTY MNCPNU26,400$313,6320.00%
399Toyota Motor Corp F Sponsored ADRTOYOF1,465$313,5980.00%
400Liberty Broadband Co Class CLBRDP6,433$312,6440.00%
401Vaneck Merk Gold ETFOUNZ7,500$311,1000.00%
402SPDR S&P 400 Mid Cap Growth ETF78464A8213,359$310,4720.00%
403EQT Corporation ComEQT5,785$310,0760.00%
404O Reilly Automotive67103H1073,373$307,6510.00%
405L S I Industries Inc50216C10816,731$306,5120.00%
406Progressive Co Ohio7433151031,332$303,3230.00%
407Steris PLC FSTE1,193$302,4490.00%
408Te Connectivity PLC FTEL1,307$297,3560.00%
409iShares ESG Advanced TTL USD BND ETF46436E6196,762$296,9190.00%
410Constellation Brand Class ASTZ2,077$286,5430.00%
411National Retail Properties IncNNN7,200$285,4560.00%
412The Mosaic CoMOS11,800$284,3100.00%
413SPDR Dow Jones Industrial Average ETF Trust78467X109585$281,7440.00%
414Constellation Energy Corp ComCEG790$279,0830.00%
415Regeneron Pharms IncREGN361$278,6450.00%
416Loews CorpL2,601$273,9110.00%
417Vertex PharmaceuticaVRTX601$272,4690.00%
418Professionally Managed Portfolios Akre Focus74316P5794,090$267,9360.00%
419Corteva IncCTVA3,974$266,3770.00%
420Astrazeneca PLC F Sponsored ADRAZN2,896$266,2290.00%
421Expand Energy CorpEXE2,394$264,2020.00%
422Liberty Live HLDGS IncLLYVK3,222$262,5930.00%
423Telephone & Data SYSTDS-PV6,354$260,5140.00%
424Huntington BancshsHBANP14,784$258,7940.00%
425Choice Hotels Intl1699051062,700$257,2020.00%
426Genuine Parts CoGPC2,054$254,6330.00%
427NXP Semiconductors FNXPI1,146$249,9130.00%
428PIMCO Intrmediate Muni Bond Actv ETF72201R8664,741$249,1870.00%
429Fiserv IncFISV3,709$249,1340.00%
430Crowdstrike HLDGS IncCRWD530$248,6670.00%
431Vanguard Internatnl HGH DIV YLD ETF9219467942,754$247,8600.00%
432iShares Esg Aware MSCI Em ETF46434G8635,525$244,0390.00%
433Freeport-Mcmoran IncFCX4,724$239,9320.00%
434Old Second BNCP IncOSBC12,258$239,0390.00%
435Select Sector Uti Select SPDR ETF81369Y8865,530$236,0760.00%
436Hillenbrand Inc4315711087,433$235,7750.00%
437Vanguard Consumer Discretionary ETF92204A108595$234,3820.00%
438iShares Morningstar Small Cap ETF4642885053,600$234,0460.00%
439N V R IncNVR32$233,3690.00%
440SPDR Port MRTGG BCKD BND ETF78464A38310,341$231,7940.00%
441HP Inc.HPQ9,877$223,0230.00%
442Public Storage REITPSA-PS848$220,0560.00%
443Vanguard Russell (1000 Growth Etf)92206C6801,801$219,2720.00%
444Select Sector SPDR TR Real Estate Select Sector SPDR FD81369Y8605,427$218,9790.00%
445iShares MSCI EAFE Value ETF4642888773,028$216,2460.00%
446Cadence Bank12740C1035,000$215,5750.00%
447Quanta Services Inc74762E102500$211,0300.00%
448iShares TR Edge MSCI USA Momentum Factor ETF46432F396822$205,8680.00%
449Schwab US Aggregate Bond ETF8085248398,754$204,5810.00%
450Brixmor Property Group REIT11120U1057,800$204,5160.00%
451iShares Semiconductor ETF IV464287523677$203,8790.00%
452Vanguard Total International BND ETF92203J4074,175$201,7360.00%
453iShares ESG Aware MSCI EAFE ETF46435G5162,110$200,6400.00%
454Vaneck Clo ETF92189H7483,775$199,3580.00%
455Fortive Corp DiscFTV3,603$198,9220.00%
456Synopsys IncSNPS422$198,2220.00%
457iShares Expanded Tech STW SCTR ETF4642875151,870$197,6400.00%
458Fortinet IncFTNT2,456$195,0310.00%
459iShares Esg Aware MSCI USA ETF46435G4251,294$192,7800.00%
460Invesco Water Resources ETFIVZ2,700$190,1060.00%
461Wisdomtree India Earnings ETFWT4,100$189,7890.00%
462Royal Gold IncRGLD850$188,9470.00%
463General Motors Co37045V1002,317$188,4520.00%
464Royal Caribbean Group FV7780T103658$184,1870.00%
465Cummins IncCMI360$183,7620.00%
466Vanguard Mid Cap Value ETF9229085121,022$181,2720.00%
467Broadridge Financial Solutions11133T103803$179,9880.00%
468T Rowe Price GroupTROW1,752$179,3700.00%
469Lincoln National Co5341871094,000$178,1200.00%
470Vanguard Mid Cap Growth ETF922908538635$177,2540.00%
471Linde PLCLIN413$176,0990.00%
472Atlanta Braves HLDGS Inc Com Ser CBATRB4,463$176,0650.00%
473Gold Fields LTD ADRGFIOF4,000$174,6400.00%
474Solstice Advanced83443Q1033,520$171,0020.00%
475Biglari Holdings Inc Class BBH503$167,2120.00%
476Rivian Automotive Inc Class ARIVN8,425$166,0570.00%
477Church & Dwight CoCHD1,964$164,6810.00%
478Omega Hlthcare Invts REIT6819361003,700$164,0580.00%
479Alliant Energy CorpLNT2,515$163,5000.00%
480O G E Energy CP HLDGOGE3,800$162,2600.00%
481Illumina IncILMN1,225$160,6710.00%
482Vaneck Vectors Semiconductor ETF92189F676445$160,2580.00%
483First Source CorpSRCE2,550$159,3500.00%
484Hannon Armstrong Sustainable41068X1005,000$159,2500.00%
485Kla CorpKLAC130$157,9600.00%
486Amphenol Corp Class A0320951011,166$157,8650.00%
487Dominion Energy IncD2,692$157,7240.00%
488Acuity Brands IncAYI437$157,3370.00%
489PIMCO Enhanced SHRT Maturty Actv ETF72201R8331,555$156,5890.00%
490GE Healthcare TechnologiesGEHC1,894$155,3460.00%
491Invesco Preferred ETFIVZ13,775$154,8300.00%
492Trane Technologies PLC FTT395$153,7340.00%
493Invesco Exchange Traded FD TR FTSE Rafi 1000IVZ3,243$152,1620.00%
494Toronto-Dominion BK FTORO1,600$150,7200.00%
495Darden RestaurantsDRI815$149,9760.00%
496Liberty Broadband Corp Series ALBRDP3,063$147,8820.00%
497iShares S&P Europe 350 Index Fund4642878612,149$147,4210.00%
498Canadian Natural Res LTD1363851014,300$146,6190.00%
499Fortune Brand Innovations Inc.FBIN2,925$146,3090.00%
500Global X Robotics/Artificial Intelligence37954Y7154,000$145,5520.00%