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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

Global Financial Private Client, LLC

Quarter ended Q1 2024 · Filed May 16, 2024 · Accession 0002023568-24-000006

Total Value
$139.4M
Positions
575
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1BERKSHIRE HATHAWAY INC DEL CL ABRK-A15$5.9M4.20%
2VANGUARD TOTAL INTERNATIONAL BOND ETF92203J40799,986$5.7M4.10%
3SCHWAB INTERNATIONAL EQUITY ETF808524805146,831$5.6M4.02%
4APPLE INC COMAAPL42,629$5.2M3.76%
5VANGUARD GROWTH ETF92290873619,706$5.2M3.70%
6SPDR S&P 500 ETF TRUSTSPY12,202$4.9M3.51%
7SCHWAB US DIVIDEND EQUITY ETF80852479763,698$4.7M3.35%
8SPDR PORTFOLIO S&P 500 VALUE ETF78464A508113,300$4.3M3.10%
9VANGUARD RUSSELL 2000 ETF92206C66423,035$4.2M2.99%
10VANGUARD SHORT-TERM BOND ETF92193782742,448$3.5M2.50%
11MICROSOFT CORP COMMSFT13,362$3.2M2.32%
12VANGUARD S&P 500 ETF9229083638,508$3.1M2.25%
13VANGUARD SHORT-TERM CORPORATE BOND ETF92206C40936,705$3.0M2.17%
14ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF4642875158,534$3.0M2.14%
15VANGUARD INTERMEDIATE-TERM BOND ETF92193781929,933$2.7M1.90%
16SCHWAB EMERGING MARKETS EQUITY ETF80852470671,839$2.3M1.65%
17VANGUARD MORTGAGE-BACKED SECURITIES ETF92206C77138,853$2.1M1.49%
18BANK AMERICA CORP COM06050510451,639$2.0M1.46%
19ISHARES TIPS BOND ETF46428717614,320$1.8M1.29%
20MCDONALDS CORP COMMCD7,018$1.6M1.13%
21VANGUARD LONG-TERM BOND ETF92193779314,784$1.5M1.05%
22DISNEY WALT CO COM2546871067,658$1.4M1.04%
23INVESCO QQQ TRUST SERIES IIVZ4,046$1.3M0.94%
24HOME DEPOT INC COMHD3,969$1.2M0.88%
25ISHARES MBS ETF46428858810,577$1.1M0.82%
26BOEING CO COMBA-PA4,214$1.1M0.76%
27INVESCO PREFERRED ETFIVZ69,773$1.0M0.75%
28VISA INC COM CL AV4,607$999,0740.72%
29AMAZON COM INC COMAMZN306$968,3440.69%
30ISHARES IBONDS DEC 2021 TERM MUNI BD ETF46435G78937,171$954,5510.68%
31ISHARES U.S. TECHNOLOGY ETF46428772110,524$944,2130.68%
32PROCTER AND GAMBLE CO COM7427181096,810$914,4470.66%
33S&P GLOBAL INC COMSPGI2,478$898,6470.64%
34HEALTHCARE RLTY TR CL A COM42225P50131,081$876,4980.63%
35ISHARES U.S. AEROSPACE & DEFENSE ETF4642887608,240$860,6150.62%
36ISHARES U.S. TREASURY BOND ETF46429B26732,725$858,8680.62%
37VANGUARD INDUSTRIALS ETF92204A6034,499$857,1940.61%
38ISHARES MSCI EAFE GROWTH ETF4642888858,371$855,7670.61%
39GENERAL MTRS CO COM37045V10014,607$844,2850.61%
40PEPSICO INC COMPEP5,858$827,6320.59%
41EXXON MOBIL CORP COMXOM14,308$821,1430.59%
42KRATOS DEFENSE & SEC SOLUTIONS COM NEW50077B20727,996$792,0070.57%
43INTEL CORP COMINTC11,562$746,3400.54%
44ISHARES CONVERTIBLE BOND ETF46435G1027,376$734,5370.53%
45COLGATE PALMOLIVE CO COMCL9,348$734,2850.53%
46WALMART INC COMWMT5,414$734,2470.53%
47FINANCIAL SELECT SECTOR SPDR FUND81369Y60521,294$734,0350.53%
48CHEVRON CORP NEW COMCVX6,786$717,7150.51%
49CVS HEALTH CORP COMCVS9,568$710,9020.51%
50MERCK & CO INC COMMRK9,002$693,9640.50%
51ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF46428864612,411$677,6410.49%
52ISHARES CORE TOTAL USD BOND MARKET ETF46434V61312,758$674,0050.48%
53ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF4642872425,028$656,7070.47%
54INVESCO NASDAQ INTERNET ETFIVZ2,752$648,3440.47%
55CISCO SYS INC COMCSCO12,464$647,8790.46%
56PROSHARES ULTRA QQQ74347R2065,066$614,5060.44%
57ISHARES CORE S&P 500 ETF4642872001,474$592,6660.43%
58ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F8348,309$591,6690.42%
59SPDR S&P SEMICONDUCTOR ETF78464A8623,111$588,3210.42%
60ZIONS BANCORPORATION N A COM98970110710,531$583,5230.42%
61META PLATFORMS INC CL AMETA1,897$566,5580.41%
62SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X1091,698$562,9350.40%
63COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y8527,395$551,5190.40%
64ABRDN PHYSICAL GOLD SHARES ETF00326A10431,396$521,8020.37%
65TEXAS INSTRS INC COM8825081042,689$516,4490.37%
66LOCKHEED MARTIN CORP COMLMT1,366$506,9050.36%
67ALPHABET INC CAP STK CL CGOOG232$495,9580.36%
68AFLAC INC COMAFL9,366$481,6000.35%
69SOUTHWEST AIRLS CO COM8447411087,806$478,5500.34%
70INVESCO SOLAR ETFIVZ5,239$475,0730.34%
71BAXTER INTL INC COM0718131095,497$463,5070.33%
72JOHNSON & JOHNSON COMJNJ2,779$452,5050.32%
73ISHARES U.S. HEALTHCARE PROVIDERS ETF4642888281,784$447,1240.32%
74JPMORGAN CHASE & CO COMVYLD2,897$445,3900.32%
75BRISTOL-MYERS SQUIBB CO COMCELG-RI6,562$412,9470.30%
76ISHARES MSCI EAFE VALUE ETF4642888777,517$385,9980.28%
77ISHARES ESG AWARE MSCI USA ETF46435G4254,158$382,3280.27%
78AUTOMATIC DATA PROCESSING INC COMADP1,948$368,9510.26%
79HARTFORD FINL SVCS GROUP INC COMHIG-PG5,393$368,2340.26%
80COCA COLA CO COMKO6,996$367,3820.26%
81TECHNOLOGY SELECT SECTOR SPDR FUND81369Y8032,701$365,9310.26%
82SYNOPSYS INC COMSNPS1,423$361,7690.26%
83RAYMOND JAMES FINL INC COM7547301092,855$361,1860.26%
84ISHARES BIOTECHNOLOGY ETF4642875562,328$352,7390.25%
85ARK GENOMIC REVOLUTION ETF00214Q3023,891$348,2830.25%
86EOG RES INC COMEOG4,597$346,3380.25%
87HEALTH CARE SELECT SECTOR SPDR FUND81369Y2092,938$342,0240.25%
88VERIZON COMMUNICATIONS INC COMVZ5,821$339,3880.24%
89FORTINET INC COMFTNT1,791$333,8240.24%
90UNITEDHEALTH GROUP INC COMUNH896$328,8950.24%
91AT&T INC COMT-PC10,628$323,8600.23%
92MATERIALS SELECT SECTOR SPDR FUND81369Y1004,058$322,5700.23%
93ISHARES FALLEN ANGELS USD BOND ETF46435G47410,372$302,9660.22%
94PAYPAL HLDGS INC COMPYPL1,099$272,0460.20%
95AMERICAN AIRLS GROUP INC COM02376R10211,319$270,0710.19%
96INTERNATIONAL BUSINESS MACHS COMINTR2,017$268,7780.19%
97ALPHABET INC CAP STK CL AGOOG124$264,0930.19%
98VANGUARD HIGH DIVIDEND YIELD INDEX ETF9219464062,596$263,7540.19%
99PACER TRENDPILOT US LARGE CAP ETF69374H1057,472$262,3420.19%
100PFIZER INC COMPFE6,982$253,4610.18%
101SPDR S&P DIVIDEND ETF78464A7632,130$252,9160.18%
102NVIDIA CORPORATION COMNVDA447$246,9540.18%
103INVESCO BULLETSHARES 2021 CORP BD ETFIVZ11,599$245,1050.18%
104INVESCO S&P 500 TOP 50 ETFIVZ800$239,8400.17%
105MEDPACE HLDGS INC COMMEDP1,400$237,5240.17%
106ABBVIE INC COMABBV2,178$236,3770.17%
107ORACLE CORP COMORCL-PD3,051$219,0920.16%
108SS&C TECHNOLOGIES HLDGS INC COMSSNC3,020$214,4500.15%
109ROYAL CARIBBEAN GROUP COMV7780T1032,472$214,2480.15%
110RTX CORPORATION COMRTX2,716$209,9010.15%
111SPDR PORTFOLIO S&P 500 ETF78464A8544,423$208,2350.15%
112ABBOTT LABS COMABLZF1,745$207,6160.15%
113HONEYWELL INTL INC COM438516106933$202,2740.15%
114CARNIVAL CORP PAIRED CTFCUKPF7,444$199,9460.14%
115MASTERCARD INCORPORATED CL AMA547$198,7250.14%
116FORD MTR CO DEL COM34537086016,056$195,4020.14%
117UNION PAC CORP COMUNP837$184,3160.13%
118ISHARES ESG AWARE MSCI EM ETF46434G8634,199$183,5800.13%
119BEST BUY INC COMBBY1,570$181,7430.13%
120CHECK POINT SOFTWARE TECH LTD ORDM224651041,584$179,9420.13%
121ELI LILLY & CO COMLLY970$179,8200.13%
122DELTA AIR LINES INC DEL COM NEWDAL3,651$178,2780.13%
123ISHARES EXPANDED TECH SECTOR ETF464287549481$177,5270.13%
124DARDEN RESTAURANTS INC COMDRI1,197$172,7030.12%
125TESLA INC COMTSLA252$166,7610.12%
126ISHARES MSCI USA VALUE FACTOR ETF46432F3881,566$162,0970.12%
127WASTE MGMT INC DEL COM94106L1091,242$160,5660.12%
128AMERICAN EXPRESS CO COMAXP1,014$146,5940.11%
129MICRON TECHNOLOGY INC COMMU1,576$145,6380.10%
130ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4642871501,494$138,5830.10%
131SPDR GOLD SHARESGLD855$138,4930.10%
132ISHARES CORE S&P SMALL CAP ETF4642878041,234$135,8510.10%
133ALTRIA GROUP INC COMMO2,618$133,5390.10%
134ASANA INC CL AASAN4,200$129,4020.09%
135MARRIOTT INTL INC NEW CL A571903202830$123,0640.09%
136INVESCO S&P 500 EQUAL WEIGHT ETFIVZ853$122,0470.09%
137TELADOC HEALTH INC COMTDOC667$121,9210.09%
138GOLDMAN SACHS GROUP INC COMGSCE368$120,5720.09%
139GENERAL MLS INC COM3703341041,879$114,4690.08%
140SKYWORKS SOLUTIONS INC COMSWKS606$113,7460.08%
141GE AEROSPACE COM NEW3696043018,412$111,7110.08%
142LAM RESEARCH CORP COMLRCX173$110,5990.08%
143NORFOLK SOUTHN CORP COM655844108396$107,3870.08%
144MONDELEZ INTL INC CL A6092071051,813$105,9520.08%
145BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A407$105,0870.08%
146WYNN RESORTS LTD COMWYNN804$102,9920.07%
147ISHARES U.S. ENERGY ETF4642877963,821$102,7850.07%
148COMCAST CORP NEW CL ACCZ1,874$102,6020.07%
149ISHARES MORNINGSTAR SMALL CAP VALUE ETF464288703600$102,5280.07%
150VANGUARD SMALL-CAP ETF922908751462$100,4300.07%
151FIRST TRUST TECHNOLOGY ALPHADEX FUND33734X176854$99,6870.07%
152F N B CORP COM3025201017,634$97,2570.07%
153TJX COS INC NEW COM8725401091,452$95,8030.07%
154VANGUARD MID-CAP ETF922908629423$94,9760.07%
155AMGEN INC COMAMGN381$94,9340.07%
156KIMBERLY-CLARK CORP COMKMB691$94,6530.07%
157ISHARES CORE AGGRESSIVE ALLOCATION ETF4642898591,400$94,5280.07%
158ZEBRA TECHNOLOGIES CORPORATION CL AZBRA185$90,9790.07%
159HARLEY DAVIDSON INC COMHOG2,244$89,6700.06%
160BANK NEW YORK MELLON CORP COM0640581001,888$89,6230.06%
161PNC FINL SVCS GROUP INC COM693475105505$89,5920.06%
162VANGUARD TOTAL STOCK MARKET ETF922908769424$88,7350.06%
163SOLAREDGE TECHNOLOGIES INC COMSEDG311$88,1340.06%
164D R HORTON INC COM23331A109963$87,6810.06%
165ISHARES RUSSELL 2000 ETF464287655389$87,0350.06%
166ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF464288513976$84,9800.06%
167KEYCORP COM4932671084,148$84,0800.06%
168UNITED PARCEL SERVICE INC CL BUPS490$83,9270.06%
169MODERNA INC COMMRNA630$83,5070.06%
170QUALCOMM INC COMQCOM600$82,6740.06%
171PHILLIPS 66 COMPSX987$82,0790.06%
172PPG INDS INC COM693506107532$80,8430.06%
173WELLS FARGO CO NEW COM9497461012,021$80,0920.06%
174SPDR S&P AEROSPACE & DEFENSE ETF78464A631615$77,7910.06%
175MORGAN STANLEY COM NEWMS-PQ964$75,4040.05%
176ISHARES GOLD TRUSTIAU4,420$72,7530.05%
177FINWARD BANCORP COMFNWD1,707$72,0350.05%
178WISDOMTREE U.S. SMALLCAP FUNDWT1,500$71,8950.05%
179CDW CORP COMCDW416$70,4870.05%
180LAS VEGAS SANDS CORP COMLVS1,128$69,8160.05%
181ISHARES GLOBAL TECH ETF464287291220$69,0620.05%
182TYSON FOODS INC CL ATSN910$68,1320.05%
183DISCOVER FINL SVCS COM254709108700$68,0400.05%
184FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF33738R6051,496$67,9030.05%
185ISHARES MSCI EAFE ETF464287465870$66,8680.05%
186ADOBE INC COMADBE138$66,7010.05%
187ZOOM VIDEO COMMUNICATIONS INC CL AZM200$65,2460.05%
188ISHARES CORE U.S. AGGREGATE BOND ETF464287226570$65,0030.05%
189SYSCO CORP COMSYY819$63,8740.05%
190DOLLAR GEN CORP NEW COM256677105306$61,9340.04%
191CERNER CORP COM156782104848$61,8360.04%
192MID-AMER APT CMNTYS INC COM59522J103404$59,2430.04%
193PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A467677$58,7210.04%
194ISHARES U.S. CONSUMER DISCRETIONARY ETF464287580756$57,2440.04%
195NETFLIX INC COMNFLX106$57,1790.04%
196THERMO FISHER SCIENTIFIC INC COMTMO124$56,5810.04%
197NEXTERA ENERGY INC COMNEE-PW744$56,3730.04%
198T-MOBILE US INC COMTMUSZ438$55,9110.04%
199FIRST TRUST SENIOR LOAN FUND33738D3091,134$54,3530.04%
200STARBUCKS CORP COMSBUX484$52,9400.04%
201ISHARES SELECT DIVIDEND ETF464287168450$51,6740.04%
202AON PLC SHS CL AAON222$51,4600.04%
203SCHWAB CHARLES CORP COMSCHW-PJ766$50,8930.04%
204XENIA HOTELS & RESORTS INC COMXHR2,528$50,3320.04%
205CADENCE DESIGN SYSTEM INC COMCDNS346$48,9560.04%
206VANGUARD SMALL CAP VALUE ETF922908611290$48,6130.03%
207ISHARES U.S. MEDICAL DEVICES ETF464288810147$48,5630.03%
208SHELL PLC SPON ADSRYDAF1,200$48,2280.03%
209CLOROX CO DEL COMCLX250$48,2080.03%
210WATERS CORP COM941848103168$48,0800.03%
211AKAMAI TECHNOLOGIES INC COMAKAM460$47,3020.03%
212INTUITIVE SURGICAL INC COM NEWISRG63$47,0990.03%
213UNILEVER PLC SPON ADR NEWUNLYF840$46,9220.03%
214PALANTIR TECHNOLOGIES INC CL APLTR2,000$46,1400.03%
215ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396282$46,0820.03%
216BLOCK INC CL ABSQKZ200$45,9020.03%
217GSK PLC SPONSORED ADRGLAXF1,275$45,6710.03%
218ISHARES RUSSELL 1000 ETF464287622201$45,5220.03%
219ACTIVISION BLIZZARD INC COM00507V109474$45,2860.03%
220SANOFI SPONSORED ADRSNYNF900$44,4240.03%
221MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP5590801061,000$44,1900.03%
222SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF78468R2001,435$43,9540.03%
223ADVANCED MICRO DEVICES INC COMAMD540$43,7890.03%
224ARK INNOVATION ETF00214Q104351$42,4460.03%
225SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF78464A359501$42,3150.03%
226ISHARES S&P SMALL-CAP 600 VALUE ETF464287879402$40,9480.03%
227NUCOR CORP COMNUE512$40,8990.03%
228SPDR S&P HOMEBUILDERS ETF78464A888570$40,8060.03%
229VANGUARD FTSE DEVELOPED MARKETS ETF921943858805$40,0490.03%
230AMERICAN HOMES 4 RENT CL AAMH-PG1,141$39,0560.03%
231VANGUARD COMMUNICATION SERVICES ETF92204A884291$38,5430.03%
232INVESCO S&P 500 PURE GROWTH ETFIVZ229$38,2800.03%
233SPDR S&P TRANSPORTATION ETF78464A532425$37,5530.03%
234ISHARES U.S. BASIC MATERIALS ETF464287838295$37,4560.03%
235PACKAGING CORP AMER COM695156109275$37,2820.03%
236SONY GROUP CORP SPONSORED ADRSNEJF338$36,1610.03%
237ISHARES RUSSELL 1000 VALUE ETF464287598235$35,9220.03%
238NEWMONT CORP COMNEMCL563$34,7990.02%
239AMERICAN ELEC PWR CO INC COM025537101400$34,2160.02%
240CMS ENERGY CORP COMCMS-PC557$33,9880.02%
241JD.COM INC SPON ADR CL AJDCMF403$33,9770.02%
242MOTOROLA SOLUTIONS INC COM NEWMSI180$33,9050.02%
243TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS874039100271$33,8210.02%
244GENUINE PARTS CO COMGPC284$33,1200.02%
245ISHARES MSCI USA MIN VOL FACTOR ETF46429B697473$32,9780.02%
246VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870353$32,8780.02%
247CATERPILLAR INC COMCAT141$32,8160.02%
248KRAFT HEINZ CO COMKHC770$30,8230.02%
249VERTEX PHARMACEUTICALS INC COMVRTX144$30,6780.02%
250AMERICAN TOWER CORP NEW COM03027X100126$30,2480.02%
251TRAVELERS COMPANIES INC COMTRV200$30,1240.02%
252DUKE ENERGY CORP NEW COM NEWDUKB300$28,8840.02%
253AGCO CORP COMAGCO200$28,8840.02%
254EMERSON ELEC CO COMEMR319$28,8410.02%
255PRUDENTIAL FINL INC COMPUKPF309$28,6470.02%
256US BANCORP DEL COM NEWUSB-PS510$28,4730.02%
257GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFNVGLF350$28,0110.02%
258CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y407164$27,7850.02%
259FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF316092808250$27,0250.02%
260LEIDOS HOLDINGS INC COMLDOS280$27,0060.02%
261SPDR S&P 600 SMALL CAP GROWTH ETF78464A201308$26,8790.02%
262SHELL PLC SPON ADR B780259107714$26,7540.02%
263GLOBAL NET LEASE INC COM NEWGNL-PE1,423$26,4540.02%
264INVESCO FTSE RAFI US 1000 ETFIVZ161$24,6150.02%
265CONOCOPHILLIPS COMCOP444$23,9850.02%
266PLUG POWER INC COM NEWPLUG680$23,9770.02%
267CHARTER COMMUNICATIONS INC NEW CL A16119P10839$23,7350.02%
268INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETFIVZ499$23,2930.02%
269IQ MERGER ARBITRAGE ETF45409B800667$22,0110.02%
270BP PLC SPONSORED ADRBPPFF884$21,7430.02%
271SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF78464A151582$21,0100.02%
272SPDR ICE PREFERRED SECURITIES ETF78464A292483$20,9680.02%
273RITE AID CORP COM7677548721,000$20,9400.02%
274REGENERON PHARMACEUTICALS COMREGN44$20,8970.01%
275CHEWY INC CL ACHWY250$20,6780.01%
276INVESCO FTSE RAFI US 1500 SMALL-MID ETFIVZ114$20,4220.01%
277SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF78464A490365$20,2760.01%
278CAPITAL ONE FINL CORP COM14040H105155$20,1160.01%
279NORTHROP GRUMMAN CORP COMNOC61$19,6570.01%
280BROADCOM INC COMAVGO41$19,6090.01%
281CUMMINS INC COMCMI72$18,5560.01%
282ISHARES U.S. INDUSTRIALS ETF464287754160$17,0400.01%
283GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETFNVGLF500$16,7300.01%
284VANGUARD TOTAL INTERNATIONAL STOCK ETF921909768260$16,5230.01%
285GILEAD SCIENCES INC COMGILD237$15,7460.01%
286VANGUARD TAX-EXEMPT BOND ETF922907746288$15,7330.01%
287BLACKROCK SHORT DURATION BOND ETF46431W507300$15,0470.01%
288INVESCO MSCI SUSTAINABLE FUTURE ETFIVZ196$14,9120.01%
289GOLD FIELDS LTD SPONSORED ADRGFIOF1,470$14,9060.01%
290VANGUARD FTSE EMERGING MARKETS ETF922042858279$14,6850.01%
291INVESCO S&P 500 LOW VOLATILITY ETFIVZ250$14,5880.01%
292ELEVANCE HEALTH INC COMELV41$14,5040.01%
293VANGUARD ENERGY ETF92204A306201$14,0360.01%
294VIATRIS INC COMVTRS977$13,5800.01%
295CBIZ INC COMCBZ406$13,4300.01%
296NICE LTD SPONSORED ADRNCSYF59$13,3070.01%
297SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF808524748343$13,0070.01%
298INVESCO FTSE RAFI EMERGING MARKETS ETFIVZ564$12,7070.01%
299SCHWAB U.S. SMALL-CAP ETF808524607124$12,5230.01%
300AMERICAN WTR WKS CO INC NEW COM03042010380$12,0470.01%
301PROOFPOINT INC COM74342410393$11,9560.01%
302NIO INC SPON ADSNIOIF300$11,8980.01%
303ONEOK INC NEW COMOKE230$11,8110.01%
304WALGREENS BOOTS ALLIANCE INC COM931427108210$11,4980.01%
305ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF46431W705118$11,4010.01%
306BIONTECH SE SPONSORED ADSBNTX100$11,3870.01%
307ISHARES CURRENCY HEDGED MSCI EUROZONE ETF46434V639322$11,1570.01%
308SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF808524888274$11,0040.01%
309CORNING INC COMGLW250$10,9980.01%
310EMERGENT BIOSOLUTIONS INC COMEBS134$10,7820.01%
311TERADYNE INC COMTER83$10,6910.01%
312VANGUARD DIVIDEND APPRECIATION ETF92190884472$10,6620.01%
313VIRTUS NEWFLEET MULTI-SECTOR BOND ETF26923G707422$10,5920.01%
314PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND PIMCO ENHANCED SH72201R833100$10,1890.01%
315ENERGY SELECT SECTOR SPDR FUND81369Y506200$10,0620.01%
316KEURIG DR PEPPER INC COMKDP288$9,9360.01%
317SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETF808524730308$9,4490.01%
318FIRST TRUST HEALTH CARE ALPHADEX FUND33734X14386$9,4070.01%
319PEMBINA PIPELINE CORP COMPPLOF319$9,3240.01%
320FIRST TRUST TACTICAL HIGH YIELD ETF33738D408190$9,2680.01%
321ENTERPRISE PRODS PARTNERS L P COM293792107414$9,2200.01%
322THE CIGNA GROUP COM12552310038$9,1900.01%
323CROWN CASTLE INC COMCCI49$8,6530.01%
324ISHARES RUSSELL 1000 GROWTH ETF46428761435$8,6410.01%
325BIO RAD LABS INC CL A09057220714$8,1190.01%
326VANECK BIOTECH ETF92189F72644$7,7900.01%
327SPDR S&P MIDCAP 400 ETF TRUSTMDY16$7,7170.01%
328FOUR CORNERS PPTY TR INC COM35086T109270$7,6380.01%
329VIRTUS NEWFLEET SHORT DURATION HIGH YIELD BOND ETF92790A207308$7,5240.01%
3303M CO COMMMM39$7,5150.01%
331ISHARES MSCI KLD 400 SOCIAL ETF46428857096$7,4240.01%
332CATALENT INC COM14880610269$7,3510.01%
333HEICO CORP NEW COMHEI-A57$7,2950.01%
334SIBANYE STILLWATER LTD SPONSORED ADRSBYSF388$7,1510.01%
335ISHARES CORE MSCI EMERGING MARKETS ETF46434G103108$7,0280.01%
336MONOLITHIC PWR SYS INC COM60983910519$6,9830.01%
337WEYERHAEUSER CO MTN BE COM NEWWY184$6,7790.00%
338ZIMMER BIOMET HOLDINGS INC COMZBH42$6,7200.00%
339NEWS CORP NEW CL ANWSLL255$6,6450.00%
340ISHARES GLOBAL UTILITIES ETF464288711109$6,6060.00%
341BURLINGTON STORES INC COMBURL22$6,5840.00%
342COSTCO WHSL CORP NEW COM22160K10518$6,3890.00%
343WEST PHARMACEUTICAL SVSC INC COM95530610522$6,2650.00%
344EDISON INTL COM281020107106$6,1790.00%
345EVERCORE INC CLASS AEVR44$5,9760.00%
346FIRST TRUST RISING DIVIDEND ACHIEVERS ETF33738R506127$5,8950.00%
347QUALYS INC COMQLYS56$5,8170.00%
348PIMCO ACTIVE BOND EXCHANGE-TRADED FUND72201R77553$5,8070.00%
349ISHARES ESG ADVANCED MSCI USA ETF46436E767173$5,8060.00%
350SPDR S&P REGIONAL BANKING ETF78464A69885$5,7060.00%
351GREYSTONE HOUSING IMPACT INVES BEN UNIT CTFGHI1,026$5,6430.00%
352ASTRAZENECA PLC SPONSORED ADRAZN113$5,5970.00%
353ADVISORSHARES NEWFLEET MULT-SECT INC ETF00768Y727112$5,4940.00%
354GALLAGHER ARTHUR J & CO COM36357610943$5,4440.00%
355BIO-TECHNE CORP COMTECH14$5,4390.00%
356AMERICAN STRATEGIC INVEST CO COM CL A649439205639$5,4320.00%
357STERIS PLC SHS USDSTE28$5,4180.00%
358ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF46436E619103$5,0600.00%
359VANECK SEMICONDUCTOR ETF92189F67620$5,0590.00%
360COGNEX CORP COMCGNX60$5,0590.00%
361ISHARES US FINANCIAL SERVICES ETF46428777029$5,0360.00%
362SALESFORCE INC COMCRM23$5,0310.00%
363OMNICELL COM COMOMCL37$4,9850.00%
364ROYALTY PHARMA PLC SHS CLASS ARPRX115$4,9460.00%
365OLLIES BARGAIN OUTLET HLDGS IN COM68111610955$4,8510.00%
366ISHARES ESG AWARE MSCI EAFE ETF46435G51661$4,6860.00%
367BRIGHT HORIZONS FAM SOL IN DEL COM10919410026$4,5960.00%
368ISHARES RUSSELL 2000 GROWTH ETF46428764815$4,5750.00%
369HELEN OF TROY LTD COMHELE21$4,4680.00%
370POWER INTEGRATIONS INC COMPOWI52$4,4410.00%
371FIRST TRUST PREFERRED SECURITIES & INCOME ETF33739E108215$4,3590.00%
372KAYNE ANDERSON ENERGY INFRSTR COM486606106589$4,3530.00%
373WATSCO INC COMWSO-B16$4,2760.00%
374FISERV INC COMFISV34$4,1540.00%
375ISHARES ESG AWARE MSCI USA SMALL-CAP ETF46435U66399$3,8730.00%
376INDUSTRIAL SELECT SECTOR SPDR FUND81369Y70439$3,8520.00%
377TEXAS ROADHOUSE INC COMTXRH40$3,8510.00%
378IRIDIUM COMMUNICATIONS INC COMIRDM94$3,7790.00%
379DOLBY LABORATORIES INC COM CL ADLB37$3,7740.00%
380ISHARES ESG ADVANCED MSCI EAFE ETF46436E75957$3,7560.00%
381ISHARES GLOBAL CONSUMER STAPLES ETF46428873762$3,6100.00%
382RELIANCE INC COMRS23$3,5800.00%
383RIO TINTO PLC SPONSORED ADRRTNTF44$3,4620.00%
384SPDR S&P BANK ETF78464A79766$3,4500.00%
385BALCHEM CORP COMBCPC27$3,4120.00%
386AUTODESK INC COMADSK12$3,4070.00%
387FIRST SOLAR INC COMFSLR39$3,3600.00%
388PALO ALTO NETWORKS INC COMPANW10$3,2810.00%
389IDEX CORP COM45167R10415$3,1840.00%
390ICU MED INC COMICUI15$3,1120.00%
391SCHWAB U.S. LARGE-CAP ETF80852420132$3,1110.00%
392CARRIER GLOBAL CORPORATION COMCARR74$3,1090.00%
393CASEYS GEN STORES INC COM14752810314$3,0340.00%
394ISHARES DOW JONES U.S. ETF46428784630$3,0320.00%
395APTARGROUP INC COMATR21$3,0210.00%
396FIRST TRUST CLOUD COMPUTING ETF33734X19230$2,9480.00%
397TELEFLEX INCORPORATED COMTFX7$2,8990.00%
398FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND33734510219$2,8490.00%
399GLOBUS MED INC CL AGMED46$2,8450.00%
400AUTOZONE INC COMAZO2$2,8380.00%
401LINDE PLC SHSLIN10$2,8080.00%
402FIRST TRUST VALUE LINE DIVIDEND INDEX FUND33734H10672$2,7780.00%
403TORO CO COMTORO26$2,7390.00%
404GRAPHIC PACKAGING HLDG CO COMGPK148$2,7160.00%
405SEMTECH CORP COMSMTC38$2,7150.00%
406CROWN HLDGS INC COMCCK27$2,7100.00%
407LITTELFUSE INC COMLFUS10$2,6740.00%
408DEERE & CO COMDE7$2,6050.00%
409ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF46435G44150$2,5990.00%
410INTEGRA LIFESCIENCES HLDGS CP COM NEWIART38$2,5870.00%
411ISHARES S&P 100 ETF46428710114$2,5740.00%
412OTIS WORLDWIDE CORP COMOTIS37$2,5630.00%
413CITIZENS FINL GROUP INC COMCIA56$2,5170.00%
414LANDSTAR SYS INC COMLSTR15$2,5160.00%
415ACCENTURE PLC IRELAND SHS CLASS AACN9$2,5050.00%
416PRIMORIS SVCS CORP COM74164F10372$2,4080.00%
417APPLIED MATLS INC COM03822210517$2,4060.00%
418MICROCHIP TECHNOLOGY INC. COMMCHPP15$2,4030.00%
419BOOKING HOLDINGS INC COMBKNG1$2,3820.00%
420INTUIT COMINTU6$2,3710.00%
421ISHARES U.S. HOME CONSTRUCTION ETF46428875234$2,3580.00%
422BLACKROCK INC COMBLK3$2,3000.00%
423ISHARES ESG AWARE USD CORPORATE BOND ETF46435G19385$2,2990.00%
424REINSURANCE GRP OF AMERICA INC COM NEW75935160418$2,2940.00%
425RB GLOBAL INC COMRBA37$2,2380.00%
426TARGET CORP COMTGT11$2,2080.00%
427BERRY GLOBAL GROUP INC COM08579W10335$2,1550.00%
428ACTINIUM PHARMACEUTICALS INC COMATNM266$2,1440.00%
429LOWES COS INC COM54866110711$2,1050.00%
430GENTHERM INC COMTHRM27$2,0840.00%
431GARTNER INC COMIT11$2,0600.00%
432MARATHON PETE CORP COMMARA36$2,0420.00%
433SMITH A O CORP COMAOS30$2,0360.00%
434EQUINIX INC COMEQIX3$2,0340.00%
435ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF46428828118$2,0130.00%
436TERRENO RLTY CORP COM88146M10134$2,0130.00%
437HENRY JACK & ASSOC INC COM42628110113$2,0100.00%
438LITHIUM AMERICAS ARGENTINA COR COM SHS53681K100126$2,0000.00%
439BALLARD PWR SYS INC NEW COMBALL81$1,9560.00%
440MADDEN STEVEN LTD COM55626910852$1,9320.00%
441PUBLIC SVC ENTERPRISE GRP INC COM74457310632$1,9090.00%
442UNIVERSAL DISPLAY CORP COMOLED8$1,9050.00%
443NUVASIVE INC COMNU29$1,8760.00%
444TRIMBLE INC COMTRMB23$1,8570.00%
445GARMIN LTD SHSGRMN14$1,8550.00%
446SOUTHSTATE CORPORATION COMSSB23$1,8310.00%
447PROTO LABS INC COMPRLB15$1,8000.00%
448FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND33733E20311$1,7930.00%
449BLINK CHARGING CO COMBLNK43$1,7740.00%
450TRACTOR SUPPLY CO COMTSCO10$1,7650.00%
451INVITAE CORP COM46185L10343$1,6850.00%
452FUELCELL ENERGY INC COMFCELB116$1,6650.00%
453INVESCO WATER RESOURCES ETFIVZ33$1,6460.00%
454SOUTHERN COPPER CORP COMSCCO23$1,6380.00%
455ADVANCED ENERGY INDS COM00797310014$1,6340.00%
456QUANTUMSCAPE CORP COM CL AQS33$1,6270.00%
457GRAINGER W W INC COM3848021044$1,6250.00%
458NUVVE HOLDING CORP COM NEWNVVE125$1,6080.00%
459REPUBLIC SVCS INC COM76075910016$1,5960.00%
460NIKE INC CL BNKE12$1,5900.00%
461PARKER-HANNIFIN CORP COMPH5$1,5810.00%
462LINCOLN NATL CORP IND COM53418710925$1,5730.00%
463AES CORP COMAES58$1,5700.00%
464EAGLE BANCORP INC MD COMEGBN28$1,5150.00%
465PRA GROUP INC COMPRAA40$1,5070.00%
466ALBEMARLE CORP COMALB-PA10$1,5070.00%
467SHERWIN WILLIAMS CO COMSHW6$1,4990.00%
468LINCOLN ELEC HLDGS INC COM53390010612$1,4850.00%
469VODAFONE GROUP PLC NEW SPONSORED ADR92857W30878$1,4760.00%
470ENPHASE ENERGY INC COMENPH9$1,4640.00%
471CHIPOTLE MEXICAN GRILL INC COMCMG1$1,4380.00%
472ZOETIS INC CL AZTS9$1,4210.00%
473VALE S A SPONSORED ADSVALE82$1,4110.00%
474PRICE T ROWE GROUP INC COMTROW8$1,3920.00%
475CSX CORP COMCSX14$1,3620.00%
476VANGUARD MEGA CAP VALUE ETF92191084014$1,3390.00%
477DUPONT DE NEMOURS INC COMDD17$1,3280.00%
478SK TELECOM LTD SPONSORED ADRSKM47$1,3090.00%
479BHP GROUP LTD SPONSORED ADSBHPLF18$1,3070.00%
480RESIDEO TECHNOLOGIES INC COMREZI44$1,3020.00%
481FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND33738D10156$1,3020.00%
482WESTERN DIGITAL CORP. COMWDC18$1,2850.00%
483AMERICAN INTL GROUP INC COM NEW02687478427$1,2520.00%
484ROPER TECHNOLOGIES INC COMROP3$1,2310.00%
485MOODYS CORP COMMCO4$1,2250.00%
486STRYKER CORPORATION COMSYK5$1,2150.00%
487TRANSDIGM GROUP INC COMTDG2$1,2070.00%
488VANGUARD FTSE ALL-WORLD EX-US INDEX FUND92204277519$1,2040.00%
489METTLER TOLEDO INTERNATIONAL COMMTD1$1,1750.00%
490EBAY INC. COMEBAY18$1,1360.00%
491EATON CORP PLC SHSETN8$1,1160.00%
492EASTMAN CHEM CO COMEMN10$1,1130.00%
493HUNTINGTON BANCSHARES INC COMHBANP69$1,1030.00%
494EQUITABLE HLDGS INC COMEQH-PC33$1,0890.00%
495WARNER BROS DISCOVERY INC COM SER AWBD25$1,0830.00%
496ALLY FINL INC COM02005N10023$1,0750.00%
497TWILIO INC CL ATWLO3$1,0560.00%
498ROCKWELL AUTOMATION INC COMROK4$1,0540.00%
499KLA CORP COM NEWKLAC3$1,0420.00%
500AGILENT TECHNOLOGIES INC COMA8$1,0220.00%