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

FOSTER DYKEMA CABOT & PARTNERS, LLC

Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0002011882-25-000005

Total Value
$1.52B
Positions
421
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (421)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TrustSPY418,982$279.9M18.36%
2JP Morgan USD UltraShort Income ETF46641Q8373,867,938$196.2M12.87%
3iShares Ultra Short Duration Bond Active ETF46434V8782,179,609$110.6M7.26%
4Amphenol Corporation Class A032095101601,421$74.5M4.89%
5Microsoft CorporationMSFT112,873$58.5M3.84%
6Amazon.com, Inc.AMZN240,865$52.9M3.47%
7Quanta Services Com74762E102116,170$48.1M3.16%
8Alphabet Inc. Class AGOOG163,271$39.7M2.60%
9Costco Wholesale Corporation22160K10542,201$39.1M2.56%
10NVIDIA CorporationNVDA208,055$38.8M2.55%
11JPMorgan Chase & Co.VYLD122,878$38.8M2.54%
12American Express CompanyAXP116,477$38.7M2.54%
13Eaton Corp. PlcETN92,407$34.6M2.27%
14Motorola Solutions Inc.MSI69,581$31.9M2.09%
15Cintas Corp.CTAS151,269$31.0M2.04%
16Berkshire Hathaway Inc. Class BBRK-A57,487$28.9M1.90%
17Synopsys IncSNPS55,057$27.2M1.78%
18Waste Management, Inc.94106L109120,963$26.7M1.75%
19Northrop Grumman Corp.NOC42,064$25.6M1.68%
20Apple Inc.AAPL96,940$24.7M1.62%
21KKR & Co IncKKRT189,295$24.6M1.61%
22Vertex Pharmaceuticals IncorporatedVRTX60,689$23.8M1.56%
23iShares Core MSCI EAFE ETF46432F842270,735$23.6M1.55%
24Eli Lilly and CompanyLLY30,079$22.9M1.51%
25Lowe's Companies, Inc.54866110786,844$21.8M1.43%
26Thermo Fisher Scientific Inc.TMO44,726$21.7M1.42%
27Vanguard Total Stock Market ETF92290876955,139$18.1M1.19%
28Alphabet Inc. Class CGOOG33,912$8.3M0.54%
29Technology Select Sector SPDR Fund81369Y80327,623$7.8M0.51%
30SPDR S&P 500 Fossil Fuel Res Free ETF78468R796101,531$5.6M0.37%
31Independent Bank Corp.45383610879,002$5.5M0.36%
32iShares Russell 1000 Growth ETF46428761411,649$5.5M0.36%
33Vanguard S&P 500 ETF9229083638,629$5.3M0.35%
34Procter & Gamble Company74271810929,768$4.6M0.30%
35iShares Core S&P 500 ETF4642872004,457$3.0M0.20%
36iShares Russell 1000 Value ETF46428759811,875$2.4M0.16%
37iShares MSCI Global Sus Dev Goals ETF46435G53221,446$1.8M0.12%
38Sprott Physical Gold TrustSII59,799$1.8M0.12%
39Walmart Inc.WMT16,375$1.7M0.11%
40Visa Inc. Class AV4,917$1.7M0.11%
41Vanguard Mid-Cap ETF9229086295,071$1.5M0.10%
42McDonald's CorporationMCD4,708$1.4M0.09%
43S&P Global, Inc.SPGI2,859$1.4M0.09%
44PepsiCo, Inc.PEP9,782$1.4M0.09%
45Vanguard Intl Equity (index FDS Allwrld Ex Us)92204277518,690$1.3M0.09%
46Broadcom Inc.AVGO4,019$1.3M0.09%
47Johnson & JohnsonJNJ6,414$1.2M0.08%
48AbbVie, Inc.ABBV4,884$1.1M0.07%
49Cisco Systems, Inc.CSCO15,962$1.1M0.07%
50Abbott LaboratoriesABLZF8,108$1.1M0.07%
51BlackRock Inc ComBLK921$1.1M0.07%
52Morgan StanleyMS-PQ6,692$1.1M0.07%
53Invesco QQQ TrustIVZ1,708$1.0M0.07%
54Automatic Data Processing, Inc.ADP3,430$1.0M0.07%
55Coca-Cola CompanyKO14,985$1.0M0.07%
56iShares S&P 500 Growth ETF4642873098,043$970,9510.06%
57Accenture Plc Class AACN3,925$967,9050.06%
58UniCredit Spa NPVT9T23L64212,555$951,0690.06%
59Prologis IncorporatedPLDGP8,232$942,7290.06%
60Merck & Co IncMRK10,197$863,9850.06%
61TJX Companies Inc8725401095,758$832,2610.05%
62Exxon Mobil CorporationXOM7,341$827,6980.05%
63Oracle CorporationORCL-PD2,899$815,3150.05%
64Walt Disney Company2546871066,892$789,1340.05%
65iShares Russell Midcap ETF4642874997,913$763,6870.05%
66Zoetis, Inc. Class AZTS5,120$749,1580.05%
67Caterpillar Inc.CAT1,540$734,8110.05%
68Raytheon Technologies CorporationRTX4,362$729,8930.05%
69Tesla IncTSLA1,620$720,5490.05%
70Lockheed Martin CorporationLMT1,437$717,3650.05%
71Union Pacific CorporationUNP3,031$716,4370.05%
72Te Connectivity PLCTEL3,235$710,1800.05%
73Netflix, Inc.NFLX562$673,7930.04%
74M&T Bank Corporation55261F1043,377$667,3630.04%
75Vanguard Growth ETF9229087361,390$667,3620.04%
76IBM CorporationINTR2,358$665,3330.04%
77Home Depot, Inc.HD1,558$631,2860.04%
78Vanguard FTSE Developed Markets ETF92194385810,474$627,3650.04%
79Philip Morris International Inc.7181721093,831$621,3880.04%
80Dimensional ETF (trust US Equity Etf)25434V4018,289$600,4550.04%
81Idexx Laboratories, Inc.45168D104894$571,1680.04%
82Meta Platforms Inc. Class AMETA725$532,4260.03%
83Sprott Physical Silver TrustSII31,570$495,6490.03%
84Danaher Corporation2358511022,275$451,7700.03%
85Chubb LimitedCB1,576$446,8400.03%
86Ecolab IncECL1,618$444,1110.03%
87General Electric Company3696043011,470$442,7350.03%
88iShares Russell 2000 ETF4642876551,783$431,1860.03%
89Palo Alto Networks, Inc.PANW2,000$407,2400.03%
90Vanguard Small Cap ETF9229087511,585$404,3100.03%
91Wisdomtree TR (us Quality Divid Growth FD)WT4,536$403,5230.03%
92Kinsale Cap Group49714P108944$401,4450.03%
93Servicenow IncNOW430$395,7200.03%
94Qualcomm IncorporatedQCOM2,326$386,9530.03%
95Texas Instruments Incorporated8825081042,051$376,7800.02%
96Marriott International, Inc. Class A5719032021,373$357,5840.02%
97Marsh & McLennan Companies, Inc.5717481021,767$356,1040.02%
98KraneShares Global Carbon Strategy ETF50076767810,695$346,5180.02%
99iShares Core S&P Small Cap ETF4642878042,915$346,4430.02%
100NextEra Energy, Inc.NEE-PW4,472$337,5910.02%
101Hershey CompanyHSY1,783$333,5100.02%
102General Dynamics CorporationGD968$330,0880.02%
103T-Mobile US Inc ComTMUSZ1,376$329,3870.02%
104Watsco, Inc.WSO-B810$327,4830.02%
105Colgate-Palmolive CompanyCL4,033$322,3980.02%
106Taiwan Semiconductor MFG Co LTD8740391001,143$320,1680.02%
107Vanguard Value ETF9229087441,690$316,7620.02%
108SPDR MSCI EAFE Fossil Fuel Free ETF78470E1066,287$310,0390.02%
109iShares TR (ibonds Dec 2026 Term Corp Etf)46435GAA012,500$303,7500.02%
110Financial Select Sector SPDR Fund81369Y6055,594$301,3490.02%
111Altria Group IncMO4,463$299,0880.02%
112Vanguard Intl Equity (index FDS TT WRLD ST Etf)9220427422,157$297,2350.02%
113iShares TR Ibds (dec28 Etf)46435U51511,200$285,8240.02%
114Intel CorporationINTC8,276$277,6600.02%
115O'Reilly Automotive, Inc.67103H1072,560$275,9940.02%
116iShares TR Esg Aw (msci Eafe)46435G5162,756$256,2530.02%
117Vanguard FTSE Emerging Markets ETF9220428584,717$255,5670.02%
118iShares TR Esg Aware (msci USA Etf)46435G4251,740$253,3440.02%
119iShares Ibonds (dec 2025 Term Corporate Etf)46434VBD110,000$251,9000.02%
120Novo Nordisk A/S Sponsored ADR Class BNONOF4,526$251,1480.02%
121iShares Core S&P Mid-Cap ETF4642875073,835$250,2730.02%
122Honeywell International Inc.4385161061,172$246,7060.02%
123Analog Devices, Inc.ADI997$244,9630.02%
124SPDR Gold TR Gold (SHS)GLD681$242,0750.02%
125Consolidated Edison, Inc.ED2,332$234,4130.02%
126Northern Trust CorporationNTRSO1,699$230,0450.02%
127Equinox Gold CorpEQX20,322$228,0130.01%
1283M CompanyMMM1,463$227,0280.01%
129Emerson Electric Co.EMR1,666$218,5460.01%
130Kellogg CompanyBEKE2,661$218,2550.01%
131Amgen Inc.AMGN767$216,4470.01%
132Mercadolibre Inc ComMELI92$214,9980.01%
133GE Vernova Inc ComGEV344$211,5260.01%
134Cummins Inc.CMI498$210,3400.01%
135Bank of America Corp0605051044,029$207,8560.01%
136Vanguard Dividend Appreciation ETF921908844952$206,2550.01%
137Southern CompanySOMN2,155$204,2290.01%
138SPDR Portfolio S&P (500 Etf)78464A8542,502$196,0070.01%
139Shell PLCRYDAF2,527$180,7560.01%
140Agilent Technologies, Inc.A1,320$169,7490.01%
141Blackstone Group IncBX951$162,4780.01%
142TMC The Metals Company Inc.TMCWW25,413$161,8810.01%
143Phillips 66PSX1,171$159,2790.01%
144iShares MSCI USA ESG Select ETF4642888021,136$154,0980.01%
145iShares MSCI USA Quality Factor ETF46432F339785$152,6830.01%
146Xylem Inc.XYL1,006$148,3850.01%
147iShares Core MSCI Emerging Markets ETF46434G1032,234$147,2650.01%
148Sempra EnergySREA1,636$147,2070.01%
149ConocophillipsCOP1,537$145,3850.01%
150iShares Russell 2000 Value ETF464287630807$142,6860.01%
151Novartis AG Sponsored ADRNVSEF1,094$140,2950.01%
152SoundThinking, Inc.SSTI11,443$138,0030.01%
153Carrier Global Corp.CARR2,304$137,5490.01%
154Vanguard FTSE Europe ETF9220428741,706$136,1390.01%
155Pfizer Inc.PFE5,070$129,1840.01%
156Astrazeneca PLC Spons ADRAZN1,642$125,9740.01%
157SPDR Portfolio S&P (600 Small Cap Etf)78468R8532,700$125,0640.01%
158Otis Worldwide CorporationOTIS1,366$124,8930.01%
159Williams Cos., Inc.9694571001,855$117,5140.01%
160Chevron CorporationCVX754$117,0890.01%
161Mondelez International, Inc. Class A6092071051,859$117,0610.01%
162CSX CorporationCSX3,222$114,4130.01%
163Dimensional ETF (trust US Mktwide Value)25434V7242,540$113,5130.01%
164Salesforce, Inc.CRM478$113,4850.01%
165Air Products and Chemicals, Inc.AIIR413$112,6330.01%
166iShares Select Dividend ETF464287168788$111,9750.01%
167Digital Realty Trust, Inc.253868103637$110,1250.01%
168General Mills, Inc.3703341042,170$109,4110.01%
169Henry Schein, Inc.HSIC1,637$108,6480.01%
170SPDR S&P Midcap 400 ETF TrustMDY179$107,0210.01%
171Linde PLC ComLIN223$105,9250.01%
172iShares S&P 500 (value Etf)464287408512$105,7330.01%
173iShares Core S&P Totl U.S. Stock Mkt ETF464287150719$104,6660.01%
174JP Morgan ETF Trust (hedged Equity Laddered Overlay Etf)46654Q7241,603$104,1950.01%
175Waters Corporation941848103340$101,9350.01%
176Eversource EnergyES1,335$94,9720.01%
177Ford Motor Company3453708607,937$94,9270.01%
178Duke Energy CorporationDUKB764$94,5450.01%
179Kla-Tencor Corp.KLAC86$92,7600.01%
180Trane Technologies PLCTT216$91,1430.01%
181Xcel Energy, Inc.XELLL1,069$86,8240.01%
182Raymond James Financial, Inc.754730109500$86,3000.01%
183Starbucks CorporationSBUX1,014$85,7840.01%
184Bristol-Myers Squibb CompanyCELG-RI1,897$84,3980.01%
185Toronto-Dominion BankTORO1,035$82,7480.01%
186Wells Fargo & Company949746101979$82,0600.01%
187iShares Gold TR (ishares New)IAU1,099$79,9740.01%
188Target CorporationTGT887$79,5640.01%
189Best Buy Co., Inc.BBY1,034$79,1730.01%
190Medtronic PlcMDT797$76,4720.01%
191iShares Bitcoin TR Com NPVIBIT1,053$68,4450.00%
192Asml Holding NVASMLF68$65,8300.00%
193Intuitive Surgical Inc. NewISRG147$65,7430.00%
194Illinois Tool Works Inc.452308109248$65,0680.00%
195SolaredgeSEDG1,752$64,8240.00%
196Applied Materials Inc.038222105308$63,0600.00%
197Dimensional ETF (trust US Small Cap Etf)25434V500918$62,8460.00%
198U.S. BancorpUSB-PS1,281$62,5770.00%
199Gilead Sciences IncGILD515$57,1650.00%
200Dimensional ETF (trust US Targeted Vlu)25434V609976$56,8130.00%
201Schwab Strategic TR (us TIPS Etf)8085248702,072$55,8400.00%
202Paychex, Inc.PAYX435$55,1410.00%
203Blue Owl TechnologyOTF3,850$54,7470.00%
204SPDR Portfolio S&P (400 Mid Cap Etf)78464A847953$54,5020.00%
205Ameren CorporationAEE519$54,1730.00%
206iShares Broad USD High Yield ETF46435U8531,422$53,7230.00%
207AT&T Inc.T-PC1,894$53,4870.00%
208Banco Santander S.A.BCDRF5,076$53,1960.00%
209SentinelOne, Inc. Class AS3,007$52,9530.00%
210Iron Mountain Inc46284V101504$51,7730.00%
211Allstate CorpALL-PJ240$51,7560.00%
212Truist Financial Corp89832Q1091,106$50,5660.00%
213Boston Scientific CorporationBSX495$48,3270.00%
214SAP AG - Sponsored ADRSAPGF180$48,0980.00%
215iShares Russell 1000 ETF464287622131$47,8780.00%
216Equinor Asa Spon ADRSTOHF1,960$47,7850.00%
217Resmed IncRSMDF166$45,4390.00%
218Sherwin-Williams CompanySHW130$45,0140.00%
219Crowdstrike HLDGSCRWD91$44,6250.00%
220Advanced Micro Devices Inc.AMD275$44,4920.00%
221Booking Holdings Inc.BKNG8$43,1940.00%
222Opera LimitedOPRA2,050$42,3120.00%
223Zimmer Biomet Holdings, Inc.ZBH425$41,9650.00%
224LM Ericsson Telephone Co Ads2948216084,969$41,8460.00%
225Public Service Enterprise Group Inc744573106500$41,7300.00%
226Toll Brothers IncTOL300$41,4420.00%
227Mettler-ToledoMTD33$40,5110.00%
228Permian Basin7142361062,193$40,2760.00%
229Dominion Resources, Inc.D658$40,2500.00%
230Mosaic CompanyMOS1,157$40,1250.00%
231Fidelity Natl Info Services, Inc.31620M106600$39,5640.00%
232Cme Group IncCME142$38,3670.00%
233Vanguard Financials ETF92204A405288$37,7970.00%
234United Rentals IncURI39$37,2320.00%
235Stryker CorporationSYK100$37,0510.00%
236Adobe IncorporatedADBE104$36,6860.00%
237Labcorp Holdings IncLH127$36,4570.00%
238Nextracker Inc ClassNXT486$35,9590.00%
239Shopify, Inc. Class ASHOP240$35,6660.00%
240Ovintiv Inc ComOVV883$35,6560.00%
241DTE Energy CompanyDTK250$35,6300.00%
242Coinbase Global, IncCOIN105$35,4360.00%
243Infosys LTD Spon ADRINFY2,136$34,7530.00%
244iShares Core Russell U.S. Growth ETF464287671211$34,7180.00%
245State Street CorporationSTT-PG298$34,5710.00%
246Vanguard World FD (comm SRVC Etf)92204A884184$34,5420.00%
247Peapack-Gladstone Financial Corporation7046991071,231$33,9760.00%
248Hasbro Inc.HAS442$33,5260.00%
249Kulicke & Soffa Industries, Inc.501242101819$33,4520.00%
250First Solar IncFSLR150$33,0800.00%
251Dover CorporationDOV195$32,5320.00%
252Royal CaribbeanV7780T103100$32,4580.00%
253Metlife Inc.MET-PF394$32,4540.00%
254Intercontinental Exchange, Inc.45866F104190$32,0110.00%
255Baxter International Inc.0718131091,392$31,9320.00%
256Mastercard Inc.MA56$31,8530.00%
257SPDR Portfolio S&P 500 Value ETF78464A508569$31,4830.00%
258Kimberly Clark Corp. (KMB Csus)KMB251$31,4300.00%
259Vertiv Holdings CoVRT203$30,6250.00%
260Republic Services, Inc.760759100133$30,5210.00%
261Alibaba Group Holding Ltd. Sponsored ADRBBAAY167$29,8480.00%
262Aptiv PLCAPTV346$29,8320.00%
263Energy Select Sector SPDR Fund81369Y506331$29,5720.00%
264Organon & Co.OGN2,711$28,9530.00%
265UnitedHealth GroupUNH83$28,6600.00%
266Verizon Communications Inc.VZ649$28,5240.00%
267Alaska Air GroupALK570$28,3750.00%
268Pure Storage Inc CL74624M102330$27,6570.00%
269Thor Industries, Inc.885160101265$27,4780.00%
270Artisan Partners Asset Management Inc04316A108632$27,4290.00%
271Washington Trust Bancorp.940610108940$27,1660.00%
272Sony Corp. ADRSNEJF935$26,9190.00%
273Fiserv, Inc.FISV200$25,7860.00%
274East West Bancorp, Inc.EWBC242$25,7610.00%
275Total SA Sponsored ADR Class BTTE422$25,6080.00%
276Wisdomtree Trust Japan Hedge EqWT200$25,6060.00%
277Caseys General Stores, Inc.14752810345$25,4390.00%
278iShares MSCI USA Momentum Factor ETF46432F39699$25,4010.00%
279Bunge Global SA ComBG311$25,2690.00%
280Vanguard World FD (materials Etf)92204A801122$24,9930.00%
281Norfolk Southern Corporation65584410883$24,9340.00%
282iShares MSCI EAFE ETF464287465266$24,8740.00%
283CSG Systems126349109379$24,5210.00%
284Williams-Sonoma, Inc.WSM122$23,8450.00%
285iShares MSCI EAFE Value ETF464288877351$23,8080.00%
286Chesapeake Utilities Corporation165303108175$23,6910.00%
287Industrial Select Sector SPDR Fund81369Y704153$23,5970.00%
288Molson Coors Brewing CompanyTAP-A516$23,3490.00%
289T. Rowe Price GroupTROW224$22,9910.00%
290Emcor Group Inc ComEME35$22,7340.00%
291Evergy, Inc.EVRG299$22,7300.00%
292Global Payments Inc37940X102271$22,5150.00%
293Roper Technologies, Inc.ROP45$22,4410.00%
294Rockwell AutomationROK64$22,3700.00%
295Comfort Systems USA19990810427$22,2800.00%
296Nisource, Inc.NI500$21,6500.00%
297GE HealthcareGEHC288$21,6290.00%
298ARK Innovation ETF00214Q104244$21,0570.00%
299iShares MSCI Emerging Markets ETF464287234392$20,9470.00%
300Fedex CorporationFDX85$20,1670.00%
301Tri Pointe Homes IncTPH589$20,0080.00%
302Hartford Financial Services Group, Inc.HIG-PG150$19,9160.00%
303Concentrix Corp ComCNXC428$19,7520.00%
304iShares TR Usd Inv (grde Etf)464288620376$19,6350.00%
305Schneider Electric80687P106347$19,4390.00%
306HDFC Bank LTD SponHDB554$18,9250.00%
307PNC Finl SVCS Group Inc69347510594$18,8870.00%
308Regenxbio Inc ComRGNX1,946$18,7790.00%
309Elevance Health IncELV56$18,0950.00%
310SPDR S&P Dividend ETF78464A763127$17,8250.00%
311United Parcel Service IncUPS210$17,5410.00%
312Newmont Mining Corp.NEMCL207$17,4520.00%
313Warner Music GroupWMG511$17,4050.00%
314Bank Ozk Little RockOZKAP341$17,3840.00%
315Becton, Dickinson and CompanyBDX91$17,0320.00%
316DocuSign, Inc.DOCU235$16,9410.00%
317Aflac Inc.AFL151$16,8670.00%
318Nvent Electric PLCNVT166$16,3740.00%
319Crocs IncCROX189$15,7910.00%
320Healthcare Select Sector SPDR ETF81369Y209111$15,4480.00%
321Nomad Foods LimitedNOMD1,169$15,3720.00%
322Zim IntegratedZIM1,129$15,2980.00%
323iShares MSCI USA Min Vol Factor ETF46429B697159$15,1020.00%
324Illumina, Inc.ILMN157$14,9100.00%
325CDW Corp Com Usd0.01CDW92$14,6540.00%
326Boeing CompanyBA-PA63$13,5970.00%
327Ingredion Inc ComINGR111$13,5540.00%
328Haleon PLC Spon AdsHLNCF1,451$13,0150.00%
329Bce Inc.BCPPF531$12,5850.00%
330Pool Corp ComPOOL40$12,4030.00%
331Targa Resources Corp.TRGP74$12,3980.00%
332Expeditor's International302130109100$12,2590.00%
333SMC SPN ADR Rep Ord78445W306784$12,1990.00%
334Solventum Corp ComSOLV167$12,1910.00%
335Erie Indemnity Co29530P10238$12,0900.00%
336Chemed CorporationCHE27$12,0890.00%
337Hubbell Inc ComHUBB28$12,0490.00%
338International Paper Company460146103255$11,8320.00%
339L Oreal Unspon ADR502117203135$11,6960.00%
340KeyCorp493267108619$11,5690.00%
341Assured Guaranty LTDAGO131$11,0890.00%
342Flex LTD Com Usd0.01FLEX181$10,4930.00%
343Restaurant Brands76131D103158$10,2320.00%
344Citigroup Inc.C-PR100$10,1500.00%
345iShares MSCI EAFE Growth ETF46428888584$9,5660.00%
346American Homes 4AMH-PG277$9,2100.00%
347Essential Utils Inc29670G102230$9,1770.00%
348SPDR Portfolio (emerging Markets Etf)78463X509196$9,1750.00%
349Carmax Inc.KMX200$8,9740.00%
350Cigna Corporation12552310031$8,9360.00%
351Devon Energy Corporation25179M103250$8,7650.00%
352Invesco FTSE RAFI US 1000 ETFIVZ190$8,5900.00%
353Reliance Inc Com NPVRS29$8,1440.00%
354Chipotle Mexican Grill Inc.CMG200$7,8380.00%
355iShares iBoxx $invst Grade CRP Bond46428724269$7,6910.00%
356Vanguard Real Estate ETF92290855378$7,1310.00%
357Berkley W R Corp ComWRB-PH93$7,1260.00%
358CVS Health CorporationCVS94$7,0870.00%
359iShares TR 3 7 YR (treas BD)46428866157$6,8120.00%
360Fidelity Momentum (factor Etf)31609281679$6,5950.00%
361Pinnacle WestPNW73$6,5450.00%
362First TR (exchange-Traded FD IV No Amer Energy)33738D101166$6,3560.00%
363Prudential Financial, Inc.PUKPF61$6,3280.00%
364Moody's CorporationMCO13$6,1940.00%
365iShares National Amt-Free Muni Bond Fund46428841458$6,1820.00%
366Godaddy Inc CL AGDDY45$6,1570.00%
367Garmin LTD ComGRMN25$6,1560.00%
368Arvinas, Inc.ARVN700$5,9640.00%
369Broadridge Financial Solutions, Inc.11133T10322$5,2610.00%
370UBS Group AGUBS128$5,2480.00%
371Bank Of Montreal Com06367110140$5,2100.00%
372Lyondellbasell Industries NVLYB106$5,1980.00%
373iShares S&P Mid-Cap (400 Growth Etf)46428760652$5,0180.00%
374Paccar, Inc.PCAR50$4,9160.00%
375Westinghouse Air Brake Tech. Corp.92974010823$4,6110.00%
376Halliburton CompanyHAL185$4,5510.00%
377Fortive Corp.FTV92$4,5070.00%
378J P Morgan Exchange (traded FD Intrnl Res Eqt)46641Q13461$4,4540.00%
379Comcast Corporation Class ACCZ137$4,3050.00%
380Vanguard Intermediate-Term Treasury ETF92206C70670$4,1770.00%
381Natwest Group PLCRBSPF284$4,0190.00%
382LPL Financial50212V10012$3,9920.00%
383Schlumberger NVSLB113$3,9160.00%
384Doordash Inc CL ADASH13$3,5360.00%
385iShares U.S. Real Estate ETF46428773934$3,3010.00%
386eBay, Inc.EBAY35$3,1830.00%
387Trex Company Inc.TREX61$3,1520.00%
388Ingersoll-RandIR38$3,1400.00%
389SPDR S&P 600 Small Cap Growth ETF78464A20132$3,0180.00%
390Vanguard Small Cap Growth ETF92290859510$2,9810.00%
391iShares S&P Smallcap (600 Value Index Fund)46428787926$2,8750.00%
392Veralto Corp Com SHSVLTO26$2,7750.00%
393SPDR Dow Jones Global Real Estate ETF78463X74953$2,4260.00%
394Block Inc CL ABSQKZ33$2,3850.00%
395Invesco Exch Traded (FD TR II Nasdaq 100 Etf)IVZ10$2,3800.00%
396Carlyle Group Inc/TheCGABL36$2,2570.00%
397American Electric Power Company, Inc.02553710116$1,8000.00%
398Veeva Systems IncVEEV6$1,7870.00%
399GSK PLC Spon AdsGLAXF40$1,7260.00%
400Schwab Strategic TR (us REIT Etf)80852484768$1,4650.00%
401Clorox CompanyCLX11$1,3560.00%
402Ralliant Corp ComRAL30$1,3120.00%
403iShares Core U.S. Treasury Bond ETF46429B26747$1,0980.00%
404Lucid Group IncLCID43$1,0230.00%
405BP P.L.C. Sponsored ADRBPPFF28$9650.00%
406iShares MSCI EAFE Min Vol Factor ETF46429B68910$8680.00%
407General Motors37045V10014$8540.00%
408Vontier CorpVNT17$7130.00%
409CRISPR Therapeutics AGCRSP10$6480.00%
410Dexcom IncDXCM8$5380.00%
411Gap Inc ComGAP25$5350.00%
412Embecta CorporationEMBC19$2680.00%
413Moderna, Inc.MRNA10$2580.00%
414iShares TR Usd GRN (bond Etf)46435U4404$1930.00%
415Occidental Petroleum Corporation6745991054$1890.00%
416Warner Bros. Discovery, Inc. Series AWBD7$1370.00%
417Invesco Actvely MNGD (etc FD TR Optimum Yield)IVZ10$1340.00%
418Chargepoint HLDGS IncCHPT9$980.00%
419Fisker Inc CL A Com33813J10633$00.00%
420Teraforce Technology Corporation88077T1092,000$00.00%
421Hollund Indl Marine435730403200$00.00%