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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

LRI Investments, LLC

Quarter ended Q1 2025 · Filed May 1, 2025 · Accession 0002023325-25-000002

Total Value
$1.03B
Positions
1,488
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ARES MANAGEMENT CORPORATION CL A COM STKARES-PB2,382,041$349.2M34.21%
2DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V7082,410,102$79.5M7.79%
3DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF25434V8801,100,527$28.8M2.82%
4DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF25434V203893,680$27.9M2.73%
5WISDOMTREE U.S. LARGECAP DIVIDEND FUNDWT337,618$26.8M2.63%
6VANGUARD FTSE ALL-WORLD EX-US INDEX FUND922042775440,358$26.7M2.62%
7ASSURED GUARANTY LTD COMAGO292,429$25.8M2.52%
8WISDOMTREE INTERNATIONAL EQUITY FUNDWT389,546$22.7M2.22%
9DIMENSIONAL US MARKETWIDE VALUE ETF25434V724530,110$21.8M2.14%
10APPLE INC COMAAPL73,073$16.2M1.59%
11DIMENSIONAL INTERNATIONAL VALUE ETF25434V807363,521$14.3M1.40%
12VANGUARD REAL ESTATE ETF922908553155,934$14.1M1.38%
13DIMENSIONAL U.S. SMALL CAP ETF25434V500224,275$13.4M1.31%
14WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUNDWT202,350$13.4M1.31%
15DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF25434V781445,081$13.0M1.27%
16RTX CORPORATION COMRTX77,272$10.2M1.00%
17MICROSOFT CORP COMMSFT52,629$9.9M0.97%
18AMAZON COM INC COMAMZN64,564$8.3M0.82%
19AVANTIS U.S. EQUITY ETF02507288583,858$7.7M0.76%
20DIMENSIONAL US CORE EQUITY 1 ETF25434V625125,771$7.7M0.76%
21NVIDIA CORPORATION COMNVDA61,443$6.7M0.65%
22DIMENSIONAL US LARGE CAP VALUE ETF25434V666199,943$6.1M0.60%
23SPDR S&P 500 ETF TRUSTSPY9,766$5.5M0.54%
24EXXON MOBIL CORP COMXOM39,007$4.6M0.45%
25JPMORGAN CHASE & CO. COMVYLD40,049$4.2M0.41%
26VANGUARD MATERIALS ETF92204A80122,129$4.2M0.41%
27NUCOR CORP COMNUE33,781$4.1M0.40%
28BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A7,517$4.0M0.39%
29META PLATFORMS INC CL AMETA33,446$4.0M0.39%
30DIMENSIONAL GLOBAL REAL ESTATE ETF25434V658147,143$3.9M0.38%
31COCA COLA CO COMKO53,157$3.8M0.37%
32VANGUARD TOTAL STOCK MARKET ETF92290876913,825$3.8M0.37%
33CARRIER GLOBAL CORPORATION COMCARR57,371$3.6M0.36%
34VANGUARD ENERGY ETF92204A30626,770$3.5M0.34%
35ACCENTURE PLC IRELAND SHS CLASS AACN10,855$3.4M0.33%
36VANGUARD S&P 500 ETF9229083636,229$3.2M0.31%
37ABBVIE INC COMABBV14,919$3.1M0.31%
38BROADCOM INC COMAVGO17,978$3.0M0.29%
39OTIS WORLDWIDE CORP COMOTIS29,129$3.0M0.29%
40ISHARES FUTURE AI & TECH ETF46435U55694,115$3.0M0.29%
41AVANTIS U.S. LARGE CAP VALUE ETF02507234942,375$2.8M0.27%
42VANGUARD VALUE ETF92290874414,491$2.5M0.25%
43DIMENSIONAL U.S. EQUITY MARKET ETF25434V40140,655$2.5M0.24%
44JOHNSON & JOHNSON COMJNJ14,231$2.4M0.23%
45ALPHABET INC CAP STK CL CGOOG15,021$2.3M0.23%
46WALMART INC COMWMT25,815$2.3M0.22%
47CHEVRON CORP NEW COMCVX13,336$2.2M0.22%
48MCDONALDS CORP COMMCD6,982$2.2M0.21%
49ALPHABET INC CAP STK CL AGOOG52,423$2.2M0.21%
50HOME DEPOT INC COMHD26,090$2.2M0.21%
51ISHARES MORNINGSTAR MID-CAP GROWTH ETF46428830729,730$2.1M0.21%
52M & T BK CORP COM55261F10411,719$2.1M0.21%
53ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF46428860446,497$2.1M0.21%
54DIMENSIONAL US CORE EQUITY MARKET ETF25434V10453,030$2.0M0.20%
55VISA INC COM CL AV31,082$2.0M0.19%
56FLEXSHARES MORNINGSTAR DEVELOPED MARKETS EX-US FACTOR TILT INDEX FUNDFLEX26,436$2.0M0.19%
57VANGUARD DIVIDEND APPRECIATION ETF92190884410,135$2.0M0.19%
58GOLUB CAP BDC INC COM38173M102118,986$1.8M0.18%
59ISHARES U.S. TECHNOLOGY ETF46428772112,465$1.8M0.17%
60ISHARES MSCI ACWI ETF46428825714,957$1.7M0.17%
61ISHARES MORNINGSTAR MID-CAP VALUE ETF46428840622,656$1.7M0.16%
62THE CIGNA GROUP COM1255231005,104$1.7M0.16%
63HONEYWELL INTL INC COM4385161067,892$1.7M0.16%
64ELI LILLY & CO COMLLY2,020$1.7M0.16%
65TRAVELERS COMPANIES INC COMTRV6,254$1.7M0.16%
66PACER GLOBAL CASH COWS DIVIDEND ETF69374H70944,082$1.6M0.16%
67PROCTER AND GAMBLE CO COM7427181099,308$1.6M0.16%
68ENTERPRISE PRODS PARTNERS L P COM29379210743,728$1.5M0.15%
69SELECTIVE INS GROUP INC COM81630010715,712$1.4M0.14%
70LOCKHEED MARTIN CORP COMLMT3,215$1.4M0.14%
71BANK AMERICA CORP COM06050510433,917$1.4M0.14%
72PEPSICO INC COMPEP9,365$1.4M0.14%
73ISHARES RUSSELL 1000 VALUE ETF4642875987,370$1.4M0.14%
74TORONTO DOMINION BK ONT COM NEWTORO22,961$1.4M0.13%
75SS&C TECHNOLOGIES HLDGS INC COMSSNC16,455$1.4M0.13%
76AVANTIS INTERNATIONAL SMALL CAP VALUE ETF02507280219,331$1.3M0.13%
77PARAMETRIC EQUITY PREMIUM INCOME ETFMS-PQ50,100$1.3M0.13%
78JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF46654Q20324,900$1.3M0.13%
79DIMENSIONAL US REAL ESTATE ETF25434V82354,073$1.3M0.13%
80FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF33739Q70525,000$1.3M0.12%
81VANGUARD TOTAL INTERNATIONAL STOCK ETF92190976820,179$1.3M0.12%
82VANGUARD GROWTH ETF9229087363,319$1.2M0.12%
83JPMORGAN EQUITY PREMIUM INCOME ETF46641Q33221,507$1.2M0.12%
84PHILIP MORRIS INTL INC COM7181721097,708$1.2M0.12%
85AVANTIS INTERNATIONAL EQUITY ETF02507270318,254$1.2M0.12%
86MASTERCARD INCORPORATED CL AMA2,198$1.2M0.12%
87AVANTIS INTERNATIONAL LARGE CAP VALUE ETF02507236420,908$1.2M0.12%
88WEBSTER FINL CORP COM94789010922,962$1.2M0.12%
89JPMORGAN ACTIVE VALUE ETF46641Q16718,350$1.2M0.11%
90CATERPILLAR INC COMCAT3,454$1.1M0.11%
91VANGUARD ESG INTERNATIONAL STOCK ETF92191072519,192$1.1M0.11%
92PROLOGIS INC. COMPLDGP10,124$1.1M0.11%
93MERCK & CO INC COMMRK12,532$1.1M0.11%
94MERCADOLIBRE INC COMMELI567$1.1M0.11%
95UNITEDHEALTH GROUP INC COMUNH18,741$1.1M0.11%
96GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF37954Y67328,657$1.1M0.11%
97ISHARES MORNINGSTAR SMALL CAP VALUE ETF46428870317,976$1.1M0.10%
98INTERNATIONAL BUSINESS MACHS COMINTR4,238$1.1M0.10%
99GENERAL DYNAMICS CORP COMGD3,799$1.0M0.10%
100FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDFLEX26,672$1.0M0.10%
101AVANTIS EMERGING MARKETS EQUITY ETF02507260417,186$1.0M0.10%
102ISHARES MSCI EAFE VALUE ETF46428887717,206$1.0M0.10%
103REALTY INCOME CORP COMO17,241$1.0M0.10%
104BLACKSTONE INC COMBX7,002$978,7280.10%
105MEDTRONIC PLC SHSMDT10,888$978,3960.10%
106DEERE & CO COMDE2,072$972,4930.10%
107CVS HEALTH CORP COMCVS14,151$958,7640.09%
108CISCO SYS INC COMCSCO15,381$949,1630.09%
109NETFLIX INC COMNFLX1,011$942,5670.09%
110WP CAREY INC COM92936U10914,918$941,5000.09%
111NOVO-NORDISK A S ADRNONOF13,548$940,7860.09%
112FINANCIAL SELECT SECTOR SPDR FUND81369Y60518,807$936,7770.09%
113ISHARES RUSSELL 1000 GROWTH ETF4642876142,571$928,5280.09%
114AT&T INC COMT-PC31,967$904,0270.09%
115AIR PRODS & CHEMS INC COMAIIR3,011$887,9000.09%
116VERIZON COMMUNICATIONS INC COMVZ19,449$882,1860.09%
117GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF37954Y63223,090$840,0140.08%
118DANAHER CORPORATION COM2358511024,053$830,8520.08%
119CHUBB LIMITED COMCB2,742$828,0570.08%
120CORNING INC COMGLW17,779$813,9230.08%
121ALLSTATE CORP COMALL-PJ16,839$806,9120.08%
122SERVICENOW INC COMNOW1,001$797,0870.08%
123TESLA INC COMTSLA3,002$777,9200.08%
124GOLDMAN SACHS GROUP INC COMGSCE1,362$744,0290.07%
125ADOBE INC COMADBE1,938$743,3380.07%
126ANALOG DEVICES INC COMADI3,621$730,1920.07%
127VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF9220427186,307$729,0890.07%
128PNC FINL SVCS GROUP INC COM6934751054,115$723,2970.07%
129ELEVANCE HEALTH INC COMELV1,660$722,0340.07%
130WELLTOWER INC COMWELL4,676$716,4100.07%
131TEXAS INSTRS INC COM8825081043,979$715,0260.07%
132VANGUARD COMMUNICATION SERVICES ETF92204A8844,800$712,2720.07%
133VANGUARD SMALL-CAP ETF9229087513,143$696,9600.07%
134ISHARES U.S. MEDICAL DEVICES ETF46428881011,391$685,6240.07%
135ISHARES EMERGING MARKETS DIVIDEND ETF46428631925,000$682,2500.07%
136VANGUARD SHORT-TERM TREASURY ETF92206C10211,508$675,4050.07%
137SPDR GOLD SHARESGLD2,315$667,0440.07%
138ORACLE CORP COMORCL-PD4,654$650,6400.06%
139MICROSOFT CORP COMMSFT1,697$637,0370.06%
140UNION PAC CORP COMUNP2,675$631,9790.06%
141ISHARES MSCI USA ESG SELECT ETF4642888025,430$623,7440.06%
142PALO ALTO NETWORKS INC COMPANW3,640$621,1300.06%
143BOSTON SCIENTIFIC CORP COMBSX6,143$619,6770.06%
144GENERAL MTRS CO COM37045V10013,075$614,9020.06%
145AMAZON COM INC COMAMZN3,226$613,7790.06%
146INVESCO QQQ TRUST SERIES IIVZ1,299$609,1270.06%
147DIMENSIONAL ULTRASHORT FIXED INCOME ETF25434V59111,735$595,3170.06%
148ENERGY SELECT SECTOR SPDR FUND81369Y5066,364$594,7160.06%
149ISHARES MORNINGSTAR GROWTH ETF4642871197,230$585,5580.06%
150INTUITIVE SURGICAL INC COM NEWISRG1,159$574,2650.06%
151PUBLIC SVC ENTERPRISE GRP INC COM7445731066,951$572,0670.06%
152INVESCO NASDAQ NEXT GEN 100 ETFIVZ562,679$562,6790.06%
153NVIDIA CORPORATION COMNVDA5,140$557,0730.05%
154EMERSON ELEC CO COMEMR5,062$554,9980.05%
155EATON CORP PLC SHSETN2,033$552,6840.05%
156ASML HOLDING N V N Y REGISTRY SHSASMLF820$543,5140.05%
157BLACKROCK INC COMBLK570$539,8530.05%
158KEYCORP COM49326710833,666$538,3200.05%
159MONDELEZ INTL INC CL A6092071057,916$537,1010.05%
160COLGATE PALMOLIVE CO COMCL5,644$528,8280.05%
161ROCKWELL AUTOMATION INC COMROK2,026$523,5780.05%
162APPLE INC COMAAPL2,352$522,4500.05%
163SPDR S&P DIVIDEND ETF78464A7633,743$507,8500.05%
1643M CO COMMMM3,452$506,9920.05%
165ISHARES U.S. FINANCIALS ETF4642877884,343$490,1080.05%
166DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF26922A3219,004$488,3620.05%
167VANGUARD FTSE EMERGING MARKETS ETF92204285810,594$479,4840.05%
168WISDOMTREE US VALUE FUND OF BENEF INTERESTWT5,783$475,2150.05%
169SPOTIFY TECHNOLOGY S A SHSSPOT860$472,7560.05%
170ABBOTT LABS COMABLZF3,562$472,4840.05%
171LOWES COS INC COM5486611072,017$470,4720.05%
172NEXTERA ENERGY INC COMNEE-PW6,635$470,3550.05%
173COSTCO WHSL CORP NEW COM22160K105490$463,3040.05%
174DOMINION ENERGY INC COMD8,255$462,8350.05%
175ISHARES RUSSELL 2000 ETF4642876552,290$456,7690.04%
176UBER TECHNOLOGIES INC COMUBER6,235$454,2820.04%
177BOOKING HOLDINGS INC COMBKNG97$448,5060.04%
178CITIGROUP INC COM NEWC-PR6,272$445,2600.04%
179ALTRIA GROUP INC COMMO7,376$442,7280.04%
180VANGUARD ESG U.S. STOCK ETF9219107334,507$441,4610.04%
181SALESFORCE INC COMCRM24,791$425,4840.04%
182DIAGEO PLC SPON ADR NEWDGEAF4,025$421,7800.04%
183KELLANOVA COMBEKE5,074$418,5540.04%
184ENBRIDGE INC COMENNPF9,441$418,1620.04%
185INTEL CORP COMINTC18,069$410,3360.04%
186KENVUE INC COMKVUE17,093$409,8810.04%
187VANGUARD TOTAL BOND MARKET ETF9219378355,481$402,5630.04%
188CAPITAL ONE FINL CORP COM14040H1052,226$399,1220.04%
189GE AEROSPACE COM NEW3696043011,984$397,1040.04%
190NORTHROP GRUMMAN CORP COMNOC775$396,8080.04%
191WELLS FARGO CO NEW COM9497461015,503$395,0700.04%
192INTERNATIONAL PAPER CO COM4601461037,287$388,7610.04%
193BROADCOM INC COMAVGO2,240$375,0430.04%
194CORTEVA INC COMCTVA5,949$374,3610.04%
195DELL TECHNOLOGIES INC CL CDELL4,093$373,0490.04%
196SIMON PPTY GROUP INC NEW COM8288061092,223$369,1960.04%
197AMERICAN INTL GROUP INC COM NEW0268747844,212$366,1910.04%
198XYLEM INC COMXYL3,064$366,0250.04%
199NIKE INC CL BNKE5,729$363,6770.04%
200VERTEX PHARMACEUTICALS INC COMVRTX732$354,8240.03%
201VANGUARD CONSUMER DISCRETIONARY ETF92204A1081,068$347,6450.03%
202WASTE MGMT INC DEL COM94106L1091,485$343,7920.03%
203ISHARES CORE S&P US VALUE ETF4642876633,703$341,7500.03%
204INVESCO WATER RESOURCES ETFIVZ5,276$340,4080.03%
205FIRST CTZNS BANCSHARES INC N C CL A31946M103182$336,5600.03%
206INTERCONTINENTAL EXCHANGE INC COM45866F10425,425$330,8930.03%
207SHERWIN WILLIAMS CO COMSHW939$327,7710.03%
208DIMENSIONAL US HIGH PROFITABILITY ETF25434V8319,805$324,9260.03%
209AMGEN INC COMAMGN1,037$323,0640.03%
210TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391001,912$317,3500.03%
211BRISTOL-MYERS SQUIBB CO COMCELG-RI5,154$314,3280.03%
212JOHNSON CTLS INTL PLC SHSG515021053,897$312,1910.03%
213DIAMONDBACK ENERGY INC COMFANG18,610$307,4320.03%
214NOVARTIS AG SPONSORED ADRNVSEF2,734$304,7930.03%
215INTUIT COMINTU489$300,3960.03%
216NEWMONT CORP COMNEMCL6,207$299,6740.03%
217AUTOMATIC DATA PROCESSING INC COMADP972$296,9750.03%
218VANGUARD INFORMATION TECHNOLOGY ETF92204A702545$295,5970.03%
219ALCON AG ORD SHSALC3,049$289,3980.03%
220DISNEY WALT CO COM2546871062,914$287,5960.03%
221ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY2,167$286,6060.03%
222FERRARI N V COMRACE671$286,2550.03%
223PARKER-HANNIFIN CORP COMPH468$284,5190.03%
224VANGUARD MEGA CAP VALUE ETF9219108402,159$278,1660.03%
225KRAFT HEINZ CO COMKHC9,100$276,9130.03%
226ISHARES RUSSELL MID-CAP GROWTH ETF4642874812,350$276,1020.03%
227MAKEMYTRIP LIMITED MAURITIUS SHSMMYT2,812$275,5480.03%
228FORTIVE CORP COMFTV3,750$274,4250.03%
229INVESCO S&P GLOBAL WATER INDEX ETFIVZ4,835$269,2610.03%
230COMCAST CORP NEW CL ACCZ7,218$266,3320.03%
231CROWDSTRIKE HLDGS INC CL ACRWD753$265,4930.03%
232SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTNSPH12,485$262,3100.03%
233PHILLIPS 66 COMPSX2,056$253,8450.02%
234COSTCO WHSL CORP NEW COM22160K105256$242,1200.02%
235TELEDYNE TECHNOLOGIES INC COMTDY485$241,2290.02%
236DISCOVER FINL SVCS COM2547091081,411$240,8580.02%
237ASTRAZENECA PLC SPONSORED ADRAZN3,267$240,1250.02%
238TPI COMPOSITES INC COMTPICQ296,663$239,1100.02%
239TJX COS INC NEW COM87254010925,501$238,9550.02%
240AON PLC SHS CL AAON597$238,1690.02%
241CSX CORP COMCSX8,047$236,8230.02%
242CONOCOPHILLIPS COMCOP2,252$236,4950.02%
243ISHARES BITCOIN TRUST ETFIBIT5,000$234,0500.02%
244ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF46435G2439,326$233,0570.02%
245ARCHER DANIELS MIDLAND CO COMADM4,848$232,7520.02%
246AMERIPRISE FINL INC COM03076C106479$231,8890.02%
247THERMO FISHER SCIENTIFIC INC COMTMO466$231,7540.02%
248VANGUARD LARGE-CAP ETF922908637896$230,2990.02%
249RIO TINTO PLC SPONSORED ADRRTNTF3,826$229,8660.02%
250ENERGY TRANSFER L P COM UT LTD PTNET-PI12,290$228,4710.02%
251GALLAGHER ARTHUR J & CO COM363576109651$224,7510.02%
252META PLATFORMS INC CL AMETA373$214,9820.02%
253GENERAL MLS INC COM3703341043,593$214,7990.02%
254VANGUARD TAX-EXEMPT BOND ETF9229077464,298$213,2670.02%
255SPDR PORTFOLIO S&P 500 GROWTH ETF78464A4092,647$212,7390.02%
256ISHARES U.S. REGIONAL BANKS ETF4642887784,450$207,5040.02%
257VANGUARD CORE BOND ETF9220207482,677$207,2800.02%
258COTERRA ENERGY INC COMCTRA6,963$201,2310.02%
259ARISTA NETWORKS INC COM SHSANET2,596$201,1350.02%
260ISHARES SEMICONDUCTOR ETF4642875231,068$200,9660.02%
261L3HARRIS TECHNOLOGIES INC COMLHX17,666$200,1450.02%
262US BANCORP DEL COM NEWUSB-PS4,715$199,0670.02%
263INSPERITY INC COMNSP2,225$198,5370.02%
264MANULIFE FINL CORP COM56501R1066,371$198,4690.02%
265SONY GROUP CORP SPONSORED ADRSNEJF7,789$197,7630.02%
266NORTHERN TR CORP COMNTRSO2,000$197,3000.02%
267LANTHEUS HLDGS INC COMLNTH2,013$196,4840.02%
268FISERV INC COMFISV20,405$191,1990.02%
269UTILITIES SELECT SECTOR SPDR FUND81369Y8862,424$191,1320.02%
270RPM INTL INC COM7496851031,644$190,1780.02%
271OMNICOM GROUP INC COMOMC2,279$188,9520.02%
272WISDOMTREE U.S. TOTAL DIVIDEND FUNDWT2,451$188,5850.02%
273QUALCOMM INC COMQCOM1,202$184,6140.02%
274ISHARES CYBERSECURITY & TECH ETF46435U1353,900$183,2220.02%
275ECOLAB INC COMECL716$181,5200.02%
276DICKS SPORTING GOODS INC COM253393102900$181,4040.02%
277STARBUCKS CORP COMSBUX1,840$180,4380.02%
278GE VERNOVA INC COMGEV589$179,7140.02%
279T-MOBILE US INC COMTMUSZ673$179,4960.02%
280EQUIFAX INC COMEFX736$179,3800.02%
281TOTALENERGIES SE SPONSORED ADSTTE2,752$178,0270.02%
282ADVANCED MICRO DEVICES INC COMAMD23,908$177,9430.02%
283BERKLEY W R CORP COMWRB-PH2,467$175,5750.02%
284BAXTER INTL INC COM0718131095,119$175,2230.02%
285LPL FINL HLDGS INC COM50212V100532$174,1100.02%
286ILLINOIS TOOL WKS INC COM452308109701$173,8550.02%
287WHITE MTNS INS GROUP LTD COMG9618E10790$173,4920.02%
288SPDR S&P MIDCAP 400 ETF TRUSTMDY324$172,9670.02%
289SPDR PORTFOLIO S&P 500 VALUE ETF78464A5083,383$172,7700.02%
290TRUIST FINL CORP COM89832Q1094,179$171,9660.02%
291VANGUARD SMALL CAP VALUE ETF922908611918$171,0140.02%
292U HAUL HOLDING COMPANY COM SER NUHAL-B2,859$169,1960.02%
293DELTA AIR LINES INC DEL COM NEWDAL3,880$169,1800.02%
294ISHARES SELECT DIVIDEND ETF4642871681,255$168,5340.02%
295CITIGROUP INC COM NEWC-PR2,362$167,6780.02%
296ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF3015057313,735$165,2770.02%
297SCHWAB CHARLES CORP COMSCHW-PJ2,085$163,2140.02%
298KINDER MORGAN INC DEL COMEP-PC5,706$162,7920.02%
299LINDE PLC SHSLIN345$160,8550.02%
300ANSYS INC COM03662Q105506$160,1790.02%
301ISHARES GOLD TRUSTIAU2,701$159,2510.02%
302CADENCE DESIGN SYSTEM INC COMCDNS625$158,9560.02%
303STRYKER CORPORATION COMSYK422$157,2240.02%
304PFIZER INC COMPFE6,187$156,7750.02%
305BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A294$156,5790.02%
306MARVELL TECHNOLOGY INC COMMRVL2,540$156,3880.02%
307MARTIN MARIETTA MATLS INC COM573284106327$156,3750.02%
308INVESCO AI AND NEXT GEN SOFTWARE ETFIVZ3,855$156,0890.02%
309KIMBERLY-CLARK CORP COMKMB1,092$155,3300.02%
310ATMOS ENERGY CORP COMATO1,004$155,1980.02%
311LENNAR CORP CL ALEN-B1,348$154,7230.02%
312MCKESSON CORP COMMCK229$154,0240.02%
313CADENCE DESIGN SYSTEM INC COMCDNS605$153,9720.02%
314FRONTDOOR INC COMFTDR4,003$153,7960.02%
315ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4642871501,250$152,5130.01%
316ISHARES MORNINGSTAR VALUE ETF4642881091,866$151,9860.01%
317VANGUARD MID-CAP GROWTH ETF922908538615$150,4540.01%
318PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND72201R8331,493$150,2260.01%
319INTERDIGITAL INC COMIDCC721$149,0840.01%
320CYBERARK SOFTWARE LTD SHSM2682V108439$148,3820.01%
321GILEAD SCIENCES INC COMGILD1,322$148,1190.01%
322PACCAR INC COMPCAR1,519$147,9050.01%
323WATSCO INC COMWSO-B290$147,5230.01%
324ASSURANT INC COMAIZN701$146,9940.01%
325ISHARES TRUST ISHARES USD GREEN BOND ETF46435U4403,099$146,7690.01%
326ZOETIS INC CL AZTS890$146,5390.01%
327AIR LEASE CORP CL AAIIR3,026$146,1860.01%
328XTRACKERS MSCI EAFE HEDGED EQUITY ETF2330512003,375$146,1380.01%
329ROLLINS INC COMROL2,697$145,7190.01%
330INDUSTRIAL SELECT SECTOR SPDR FUND81369Y7041,110$145,4880.01%
331NXP SEMICONDUCTORS N V COMNXPI24,584$144,8260.01%
332DUPONT DE NEMOURS INC COMDD1,924$143,7070.01%
333MICROCHIP TECHNOLOGY INC. COMMCHPP2,954$143,0270.01%
334WINTRUST FINL CORP COM97650W1081,262$141,9330.01%
335SYNOPSYS INC COMSNPS331$141,8880.01%
336CHIPOTLE MEXICAN GRILL INC COMCMG2,825$141,8430.01%
337ISHARES S&P MID-CAP 400 VALUE ETF4642877051,180$141,2810.01%
338VERALTO CORP COM SHSVLTO1,445$140,7720.01%
339ALPHABET INC CAP STK CL AGOOG907$140,2580.01%
340CLOROX CO DEL COMCLX951$140,0350.01%
341DOORDASH INC CL ADASH759$138,7980.01%
342ACI WORLDWIDE INC COMACIW2,536$138,7360.01%
343WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDWT1,733$138,3970.01%
344ISHARES ETHEREUM TRUST ETF46438R10510,000$138,2000.01%
345YUM BRANDS INC COMYUM877$138,0050.01%
346AMERICAN EXPRESS CO COMAXP508$136,6770.01%
347INTERACTIVE BROKERS GROUP INC COM CL A45841N107822$136,0960.01%
348FIRST AMERN FINL CORP COM31847R1022,067$135,6740.01%
349BENTLEY SYS INC COM CL BBSY3,399$133,7170.01%
350VANGUARD U.S. MULTIFACTOR ETF9219356071,058$133,6960.01%
351SPDR PORTFOLIO EMERGING MARKETS ETF78463X5093,387$133,3460.01%
352HDFC BANK LTD SPONSORED ADSHDB2,007$133,3150.01%
353MARATHON PETE CORP COMMARA914$133,2090.01%
354COOPER COS INC COM2166485011,579$133,1670.01%
355EXXON MOBIL CORP COMXOM1,115$132,6070.01%
356GCM GROSVENOR INC COM CL AGCMG10,000$132,3000.01%
357CRH PLC ORDCRH1,499$131,8550.01%
358ALLEGION PLC ORD SHSALLE1,010$131,8050.01%
359ADAPTHEALTH CORP COMMON STOCKAHCO12,088$131,0340.01%
360HOWMET AEROSPACE INC COMHWM1,002$130,0040.01%
361EURONET WORLDWIDE INC COMEEFT1,215$129,7850.01%
362BHP GROUP LTD SPONSORED ADSBHPLF2,667$129,4560.01%
363HILLMAN SOLUTIONS CORP COMHLMN14,666$128,9140.01%
364ISHARES IBONDS 2025 TERM HIGH YIELD & INCOME ETF46435U1685,517$128,2150.01%
365POOL CORP COMPOOL402$128,1200.01%
366UNIVERSAL DISPLAY CORP COMOLED915$127,6830.01%
367CATERPILLAR INC COMCAT387$127,6330.01%
368ONEOK INC NEW COMOKE1,283$127,2990.01%
369MARCUS & MILLICHAP INC COMMMI3,686$126,9830.01%
370MAXIMUS INC COMMMS1,833$124,9610.01%
371ISHARES 0-3 MONTH TREASURY BOND ETF46436E7181,238$124,6290.01%
372CITIZENS FINL GROUP INC COMCIA3,034$124,3030.01%
373ISHARES RUSSELL MIDCAP ETF4642874991,460$124,2020.01%
374ZIMMER BIOMET HOLDINGS INC COMZBH1,094$123,8490.01%
375MODINE MFG CO COM6078281001,612$123,7520.01%
376GRAND CANYON ED INC COMLOPE715$123,7480.01%
377AMERICAN WTR WKS CO INC NEW COM030420103836$123,3150.01%
378ISHARES S&P SMALL-CAP 600 VALUE ETF4642878791,260$122,8250.01%
379DOW INC COMDOW3,514$122,7250.01%
380DIMENSIONAL US SUSTAINABILITY CORE 1 ETF25434V7163,419$122,4340.01%
381HENRY JACK & ASSOC INC COM426281101668$121,9820.01%
382LENNOX INTL INC COM526107107217$121,8480.01%
383OREILLY AUTOMOTIVE INC COM67103H10785$121,7690.01%
384XCEL ENERGY INC COMXELLL1,718$121,6170.01%
385GLADSTONE LD CORP COM37654910111,365$119,5600.01%
386FIRST HAWAIIAN INC COMFHB4,825$117,9230.01%
387CARDINAL HEALTH INC COMCAH849$116,9670.01%
388BJS WHSL CLUB HLDGS INC COM05550J1011,017$116,0590.01%
389FIDELITY MSCI ENERGY INDEX ETF3160924024,536$115,8950.01%
390NORDSON CORP COMNDSN573$115,6010.01%
391TE CONNECTIVITY PLC ORD SHSTEL817$115,5030.01%
392FREEPORT-MCMORAN INC CL BFCX3,050$115,4730.01%
393MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS6068221048,459$115,2960.01%
394EOG RES INC COMEOG898$115,1600.01%
395WISDOMTREE INTERNATIONAL LARGECAP DIVIDEND FUNDWT2,085$114,8210.01%
396OSHKOSH CORP COMOSK1,218$114,5890.01%
397ISHARES RUSSELL 2000 VALUE ETF464287630758$114,4430.01%
398FEDEX CORP COMFDX467$113,9410.01%
399SEA LTD SPONSORD ADSSE872$113,7870.01%
400SHOPIFY INC CL A SUB VTG SHSSHOP1,185$113,1160.01%
401WASTE MGMT INC DEL COM94106L109488$112,9770.01%
402ZURN ELKAY WATER SOLNS CORP COM98983L1083,416$112,6600.01%
403CHOICE HOTELS INTL INC COM169905106846$112,2810.01%
404HESS CORP COMHESM701$111,9640.01%
405JPMORGAN CHASE & CO. COMVYLD454$111,3660.01%
406AMERICAN TOWER CORP NEW COM03027X100502$109,2350.01%
407CULLEN FROST BANKERS INC COMCFR-PB872$109,1740.01%
408DOLLAR TREE INC COMDLTR1,454$109,1520.01%
409GLOBE LIFE INC COMGL-PD825$108,6800.01%
410CME GROUP INC COMCME409$108,5220.01%
411PAYPAL HLDGS INC COMPYPL1,655$107,9890.01%
412SAIA INC COMSAIA309$107,9860.01%
413BRIGHT HORIZONS FAM SOL IN DEL COM109194100849$107,9190.01%
414DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF25434V6903,077$107,3570.01%
415ZEBRA TECHNOLOGIES CORPORATION CL AZBRA377$106,6370.01%
416BOEING CO COMBA-PA623$106,2530.01%
417WATTS WATER TECHNOLOGIES INC CL AWTS521$106,2420.01%
418AUTOZONE INC COMAZO28$105,6830.01%
419TRANSDIGM GROUP INC COMTDG76$105,5510.01%
420MONOLITHIC PWR SYS INC COM609839105180$104,3960.01%
421OLLIES BARGAIN OUTLET HLDGS IN COM681116109893$103,9650.01%
422OREILLY AUTOMOTIVE INC COM67103H10772$103,8280.01%
423LAM RESEARCH CORP COM NEWLRCX1,419$103,1610.01%
424PACER US CASH COWS 100 ETF69374H8811,874$102,6200.01%
425AVANTIS ALL EQUITY MARKETS ETF0250722321,429$101,7310.01%
426EQT CORP COMEQT1,900$101,5170.01%
427ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF46434V1002,003$100,7110.01%
428INTERNATIONAL BANCSHARES CORP COMINTR1,594$100,5430.01%
429METLIFE INC COMMET-PF1,251$100,4540.01%
430FAIR ISAAC CORP COMFICO54$100,3910.01%
431ECOLAB INC COMECL395$100,1400.01%
432GSK PLC SPONSORED ADRGLAXF2,562$99,2540.01%
433TARGA RES CORP COMTRGP490$98,2300.01%
434EDWARDS LIFESCIENCES CORP COMEW14,776$97,4590.01%
435SKECHERS U S A INC CL A8305661051,715$97,3650.01%
436REAL ESTATE SELECT SECTOR SPDR FUND81369Y8602,310$96,6740.01%
437ISHARES MSCI GLOBAL ENERGY PRODUCERS ETF4642863433,883$96,5700.01%
438THOR INDS INC COM8851601011,267$96,0540.01%
439DOLBY LABORATORIES INC COM CL ADLB1,194$95,8900.01%
440ROYAL CARIBBEAN GROUP COMV7780T103464$95,3410.01%
441PAR TECHNOLOGY CORP COMPAR1,533$94,0410.01%
442CHEMED CORP NEW COMCHE150$92,5690.01%
443APPLOVIN CORP COM CL AAPP347$92,0370.01%
444CRANE COMPANY COMMON STOCKCR600$91,9080.01%
445SCOTTS MIRACLE-GRO CO CL ASMG1,673$91,8090.01%
446UNITED PARCEL SERVICE INC CL BUPS834$91,7320.01%
447CAVA GROUP INC COMCAVA1,053$90,9900.01%
448CONSOLIDATED EDISON INC COMED822$90,8860.01%
449GABELLI EQUITY TR INC COMGAB-PK16,347$90,0720.01%
450ELI LILLY & CO COMLLY109$90,0240.01%
451HUBSPOT INC COMHUBS157$89,6540.01%
452STATE STR CORP COMSTT-PG979$87,6500.01%
453LENNAR CORP CL ALEN-B763$87,5770.01%
454EQUITY LIFESTYLE PPTYS INC COM29472R1081,313$87,5460.01%
455AMETEK INC COMAME508$87,4980.01%
456ISHARES CORE HIGH DIVIDEND ETF46429B663720$87,2060.01%
457FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF316092808537$86,6020.01%
458CHARLES RIV LABS INTL INC COM159864107572$86,0690.01%
459SOUTHERN CO COMSOMN935$85,9730.01%
460DEERE & CO COMDE182$85,4220.01%
461WELLS FARGO CO NEW COM9497461011,187$85,2150.01%
462ORACLE CORP COMORCL-PD609$85,1440.01%
463KKR & CO INC COMKKRT735$84,9840.01%
464UBER TECHNOLOGIES INC COMUBER1,165$84,8820.01%
465ENCOMPASS HEALTH CORP COMEHC832$84,2330.01%
466TRANE TECHNOLOGIES PLC SHSTT40,241$83,0070.01%
467VISA INC COM CL AV236$82,7090.01%
468INVESCO S&P 500 EQUAL WEIGHT ETFIVZ475$82,2840.01%
469WILLIS TOWERS WATSON PLC LTD SHSWTW240$81,1620.01%
470MARRIOTT INTL INC NEW CL A571903202339$80,7500.01%
471GMS INC COM36251C1031,093$79,9750.01%
472TRANSOCEAN LTD REGISTERED SHSRIG25,135$79,6780.01%
473COMMERCE BANCSHARES INC COMCBSH1,280$79,6540.01%
474HOME DEPOT INC COMHD217$79,5280.01%
475CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y407400$78,9840.01%
476NU HLDGS LTD ORD SHS CL ANU7,696$78,8070.01%
477APPLIED MATLS INC COM038222105540$78,3240.01%
478DUKE ENERGY CORP NEW COM NEWDUKB635$77,4510.01%
479TARGET CORP COMTGT738$77,0140.01%
480LABCORP HOLDINGS INC COM SHSLH330$76,7420.01%
481VANGUARD TOTAL WORLD STOCK ETF922042742660$76,5240.01%
482HEALTHPEAK PROPERTIES INC COMDOC3,784$76,5120.01%
483VANGUARD FTSE DEVELOPED MARKETS ETF9219438581,501$76,2960.01%
484VANGUARD EXTENDED MARKET ETF922908652437$75,2780.01%
485SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF78464A6722,608$74,5370.01%
486THE CAMPBELLS COMPANY COMCPB1,865$74,4510.01%
487ISHARES CORE S&P SMALL CAP ETF464287804710$74,2940.01%
488GENUINE PARTS CO COMGPC622$74,1050.01%
489FIRST HORIZON CORPORATION COMFHN-PH3,802$73,8350.01%
490EXPONENT INC COMEXPO907$73,5500.01%
491VOYA FINANCIAL INC COMVOYA-PB1,081$73,2470.01%
492AMPHENOL CORP NEW CL A0320951011,111$72,8450.01%
493RYMAN HOSPITALITY PPTYS INC COM78377T107785$71,7960.01%
494SITEONE LANDSCAPE SUPPLY INC COMSITE590$71,6960.01%
495HAMILTON LANE INC CL AHLNE482$71,6580.01%
496ISHARES MSCI EMERGING MARKETS ETF4642872341,638$71,5810.01%
497JPMORGAN BETABUILDERS JAPAN ETF46641Q2171,258$70,6120.01%
498CENTENE CORP DEL COMCNC1,155$70,1200.01%
499ALPHABET INC CAP STK CL CGOOG448$69,9910.01%
500NORFOLK SOUTHN CORP COM655844108295$69,8710.01%