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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 0002023568-24-000012

Total Value
$173.6M
Positions
653
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC COMAAPL68,374$9.7M5.62%
2SCHWAB US DIVIDEND EQUITY ETF808524797127,466$8.7M5.01%
3BERKSHIRE HATHAWAY INC DEL CL ABRK-A15$6.2M3.57%
4SPDR S&P 500 ETF TRUSTSPY16,614$6.1M3.51%
5VANGUARD S&P 500 ETF92290836315,468$5.2M3.01%
6VANGUARD GROWTH ETF92290873618,512$4.1M2.34%
7SCHWAB INTERNATIONAL EQUITY ETF808524805141,101$4.1M2.34%
8SPDR PORTFOLIO S&P 500 VALUE ETF78464A508103,196$3.7M2.11%
9VANGUARD RUSSELL 2000 ETF92206C66452,924$3.6M2.09%
10ISHARES CORE S&P 500 ETF4642872009,825$3.6M2.09%
11MICROSOFT CORP COMMSFT14,642$3.5M2.03%
12VANGUARD SHORT-TERM CORPORATE BOND ETF92206C40943,393$3.2M1.87%
13ISHARES U.S. AEROSPACE & DEFENSE ETF46428876029,946$2.8M1.62%
14CHEVRON CORP NEW COMCVX17,888$2.7M1.56%
15VANGUARD SHORT-TERM BOND ETF92193782730,381$2.3M1.31%
16ISHARES TIPS BOND ETF46428717619,850$2.1M1.22%
17ISHARES CORE TOTAL USD BOND MARKET ETF46434V61345,090$2.0M1.16%
18CVS HEALTH CORP COMCVS20,080$2.0M1.13%
19ISHARES PREFERRED & INCOME SECURITIES ETF46428868757,786$1.8M1.06%
20SCHWAB EMERGING MARKETS EQUITY ETF80852470681,108$1.8M1.06%
21PEPSICO INC COMPEP10,523$1.7M1.00%
22EXXON MOBIL CORP COMXOM18,669$1.7M0.99%
23ISHARES U.S. TREASURY BOND ETF46429B26772,062$1.6M0.95%
24MCDONALDS CORP COMMCD6,874$1.6M0.93%
25VANGUARD TOTAL INTERNATIONAL BOND ETF92203J40733,322$1.6M0.92%
26MERCK & CO INC COMMRK18,294$1.6M0.92%
27HOME DEPOT INC COMHD5,476$1.6M0.90%
28SEACOAST BKG CORP FLA COM NEWSE47,951$1.5M0.85%
29ISHARES ESG AWARE MSCI USA ETF46435G42517,171$1.4M0.81%
30FINANCIAL SELECT SECTOR SPDR FUND81369Y60543,912$1.4M0.79%
31VANGUARD MORTGAGE-BACKED SECURITIES ETF92206C77129,013$1.3M0.76%
32NUCOR CORP COMNUE10,840$1.2M0.71%
33BANK AMERICA CORP COM06050510438,631$1.2M0.69%
34ISHARES IBONDS DEC 2023 TERM MUNI BD ETF46435G31846,287$1.2M0.67%
35AMAZON COM INC COMAMZN9,855$1.1M0.66%
36ISHARES NORTH AMERICAN NATURAL RESOURCES ETF46428737430,846$1.1M0.65%
37ISHARES MSCI EAFE ETF46428746519,475$1.1M0.64%
38EOG RES INC COMEOG8,917$1.1M0.62%
39VANGUARD INTERMEDIATE-TERM BOND ETF92193781914,068$1.0M0.60%
40ZIONS BANCORPORATION N A COM98970110719,767$1.0M0.60%
41DISNEY WALT CO COM25468710610,616$1.0M0.59%
42JOHNSON & JOHNSON COMJNJ6,267$1.0M0.59%
43CONSUMER STAPLES SELECT SECTOR SPDR FUND81369Y30814,815$1.0M0.58%
44WALMART INC COMWMT7,411$982,2590.57%
45INVESCO QQQ TRUST SERIES IIVZ3,451$944,2040.54%
46QUALCOMM INC COMQCOM8,020$940,1040.54%
47CISCO SYS INC COMCSCO22,341$922,4740.53%
48AFLAC INC COMAFL15,346$887,9690.51%
49GOLDMAN SACHS GROUP INC COMGSCE2,934$877,7060.51%
50AUTOMATIC DATA PROCESSING INC COMADP3,764$874,3860.50%
51HEALTH CARE SELECT SECTOR SPDR FUND81369Y2096,936$857,2900.49%
52ISHARES MSCI EAFE GROWTH ETF46428888511,504$850,4910.49%
53PFIZER INC COMPFE19,253$849,8620.49%
54ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F83416,341$848,9180.49%
55ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF46435U69732,447$828,0470.48%
56INVESCO BULLETSHARES 2024 CORPORATE BOND ETFIVZ39,977$818,3290.47%
57ISHARES U.S. TECHNOLOGY ETF46428772110,480$792,9170.46%
58ISHARES RUSSELL 2000 ETF4642876554,602$779,0730.45%
59ISHARES MSCI EAFE VALUE ETF46428887718,624$735,4620.42%
60BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A2,665$727,0120.42%
61COLGATE PALMOLIVE CO COMCL9,858$701,0020.40%
62GENERAL DYNAMICS CORP COMGD3,171$699,3010.40%
63KROGER CO COMKR15,424$674,8000.39%
64PACCAR INC COMPCAR7,741$669,4420.39%
65ALPHABET INC CAP STK CL CGOOG6,740$669,2820.39%
66CUMMINS INC COMCMI3,185$667,5440.38%
67HEALTHCARE RLTY TR CL A COM42226K10530,433$646,4110.37%
68ISHARES U.S. HEALTHCARE PROVIDERS ETF4642888282,390$626,4260.36%
69VANGUARD INDUSTRIALS ETF92204A6033,841$623,5860.36%
70TEXAS INSTRS INC COM8825081043,877$619,7880.36%
71ISHARES MBS ETF4642885886,583$607,0840.35%
72FORTINET INC COMFTNT11,683$595,3660.34%
73SPDR S&P SEMICONDUCTOR ETF78464A8623,727$588,9410.34%
74PROCTER AND GAMBLE CO COM7427181094,530$582,1500.34%
75PACER US CASH COWS 100 ETF69374H88113,651$581,6690.34%
76ISHARES CORE MODERATE ALLOCATION ETF46428987515,533$576,4530.33%
77SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X1091,793$528,5580.30%
78INVESCO SOLAR ETFIVZ6,805$512,8930.30%
79ABBVIE INC COMABBV3,674$508,2730.29%
80INDUSTRIAL SELECT SECTOR SPDR FUND81369Y7045,689$485,4990.28%
81ALPHABET INC CAP STK CL AGOOG4,910$484,3220.28%
82WASTE MGMT INC DEL COM94106L1092,906$479,7520.28%
83JPMORGAN CHASE & CO COMVYLD4,440$478,3210.28%
84NVIDIA CORPORATION COMNVDA3,754$469,7000.27%
85SPDR SSGA U.S. SECTOR ROTATION ETF78470P40812,597$464,8290.27%
86SPDR S&P DIVIDEND ETF78464A7633,999$457,7660.26%
87TESLA INC COMTSLA1,884$456,6820.26%
88META PLATFORMS INC CL AMETA3,262$452,1460.26%
89ISHARES SHORT-TERM NATIONAL MUNI BOND ETF4642881584,335$445,2050.26%
90ELI LILLY & CO COMLLY1,381$444,2480.26%
91ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF4642875151,709$439,9830.25%
92AMERICAN ELEC PWR CO INC COM0255371014,961$437,7090.25%
93INVESCO BULLETSHARES 2023 CORP BD ETFIVZ20,846$435,4730.25%
94RAYMOND JAMES FINL INC COM7547301094,282$434,2800.25%
95ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF4642865338,402$429,9300.25%
96SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X88916,230$428,6340.25%
97ISHARES BIOTECHNOLOGY ETF4642875563,516$419,2480.24%
98ORACLE CORP COMORCL-PD6,558$413,6790.24%
99COCA COLA CO COMKO7,157$405,4610.23%
100NEXTERA ENERGY INC COMNEE-PW4,848$393,6090.23%
101UNITEDHEALTH GROUP INC COMUNH763$393,3340.23%
102MATERIALS SELECT SECTOR SPDR FUND81369Y1005,593$392,7400.23%
103ISHARES CORE 1-5 YEAR USD BOND ETF46432F8598,375$387,0930.22%
104RTX CORPORATION COMRTX4,549$378,0770.22%
105BOEING CO COMBA-PA2,899$365,5340.21%
106BIOGEN INC COMBIIB1,364$360,5050.21%
107SYNOPSYS INC COMSNPS1,131$358,7160.21%
108VERIZON COMMUNICATIONS INC COMVZ8,626$337,7940.19%
109TECHNOLOGY SELECT SECTOR SPDR FUND81369Y8032,713$332,2340.19%
110SEMPRA COMSREA1,908$295,9690.17%
111DEVON ENERGY CORP NEW COM25179M1034,501$294,0500.17%
112KRATOS DEFENSE & SEC SOLUTIONS COM NEW50077B20727,996$292,2780.17%
113AMGEN INC COMAMGN1,246$287,1280.17%
114GILEAD SCIENCES INC COMGILD4,592$286,1730.16%
115AT&T INC COMT-PC17,669$280,9470.16%
116UNION PAC CORP COMUNP1,395$279,3630.16%
117CHECK POINT SOFTWARE TECH LTD ORDM224651042,321$269,0500.16%
118HCI GROUP INC COMHCIIP6,957$267,6360.15%
119CANO HEALTH INC COM CL A13781Y20229,856$267,5100.15%
120ISHARES FALLEN ANGELS USD BOND ETF46435G47410,933$263,2670.15%
121UTILITIES SELECT SECTOR SPDR FUND81369Y8863,789$255,4920.15%
122VANGUARD HIGH DIVIDEND YIELD INDEX ETF9219464062,596$253,0580.15%
123LOCKHEED MARTIN CORP COMLMT631$252,3210.15%
124INTEL CORP COMINTC9,320$251,3600.14%
125ENPHASE ENERGY INC COMENPH865$247,9180.14%
126DARLING INGREDIENTS INC COMDAR3,593$247,8810.14%
127ISHARES CYBERSECURITY & TECH ETF46435U1357,134$247,4780.14%
128PROSHARES ULTRA QQQ74347R2066,432$246,9240.14%
129VISA INC COM CL AV1,354$246,0630.14%
130SOUTHWEST AIRLS CO COM8447411087,705$240,5720.14%
131ISHARES CORE S&P SMALL CAP ETF4642878042,658$237,5990.14%
132VANGUARD FINANCIALS ETF92204A4053,100$236,8710.14%
133VANECK SEMICONDUCTOR ETF92189F6761,220$233,9470.13%
134ISHARES U.S. ENERGY ETF4642877965,378$222,8110.13%
135ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF46431W8536,074$222,0650.13%
136INVESCO S&P 500 TOP 50 ETFIVZ800$219,9760.13%
137ORGANON & CO COMMON STOCKOGN8,909$214,4530.12%
138COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y8524,340$213,6580.12%
139FORD MTR CO DEL COM34537086018,596$213,2960.12%
140BLACKROCK ULTRA SHORT-TERM BOND ETF46434V8784,239$211,6530.12%
141SPDR PORTFOLIO EMERGING MARKETS ETF78463X5096,679$210,3220.12%
142DANAHER CORPORATION COM235851102764$205,3560.12%
143ON SEMICONDUCTOR CORP COMON3,128$202,6630.12%
144ISHARES CORE HIGH DIVIDEND ETF46429B6632,106$198,2800.11%
145ISHARES MSCI USA MIN VOL FACTOR ETF46429B6972,913$197,2970.11%
146ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF4642872421,832$190,5280.11%
147INTERNATIONAL BUSINESS MACHS COMINTR1,553$188,7050.11%
148MASTERCARD INCORPORATED CL AMA647$187,9410.11%
149ABBOTT LABS COMABLZF1,832$182,3870.11%
150ISHARES 10-20 YEAR TREASURY BOND ETF4642886531,652$181,9680.10%
151PLUG POWER INC COM NEWPLUG8,201$178,9460.10%
152BRISTOL-MYERS SQUIBB CO COMCELG-RI2,513$177,3050.10%
153TJX COS INC NEW COM8725401092,759$173,5410.10%
154ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF46435G6723,468$169,2730.10%
155UNITED PARCEL SERVICE INC CL BUPS981$159,9910.09%
156ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF4642886121,564$159,8960.09%
157INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETFIVZ9,647$159,8510.09%
158AMERICAN EXPRESS CO COMAXP1,132$158,5030.09%
159ISHARES CONVERTIBLE BOND ETF46435G1022,260$157,5220.09%
160INVESCO NASDAQ INTERNET ETFIVZ1,326$154,0550.09%
161SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R8534,403$153,7090.09%
162DARDEN RESTAURANTS INC COMDRI1,207$151,3700.09%
163FIRST SOLAR INC COMFSLR1,099$150,1450.09%
164SERVICE CORP INTL COM8175651042,493$147,9600.09%
165GENERAL MLS INC COM3703341041,879$147,4640.09%
166CROWDSTRIKE HLDGS INC CL ACRWD870$147,3000.08%
167PNC FINL SVCS GROUP INC COM693475105928$142,7260.08%
168ALBEMARLE CORP COMALB-PA502$137,4120.08%
169ISHARES EXPANDED TECH SECTOR ETF464287549481$136,6760.08%
170HUMANA INC COMHUM273$136,3690.08%
171HONEYWELL INTL INC COM438516106784$135,6630.08%
172SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF78468R7212,927$129,0230.07%
173SPDR PORTFOLIO LONG TERM TREASURY ETF78464A6644,247$127,6220.07%
174VANGUARD COMMUNICATION SERVICES ETF92204A8841,491$126,3620.07%
175AEROJET ROCKETDYNE HLDGS INC COM0078001053,096$126,0070.07%
176PRUDENTIAL FINL INC COMPUKPF1,409$125,6690.07%
177TRAVELERS COMPANIES INC COMTRV800$125,6560.07%
178SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R6631,372$125,4280.07%
179STARBUCKS CORP COMSBUX1,444$123,6660.07%
180DOCUSIGN INC COMDOCU2,318$122,6920.07%
181ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4642871501,494$121,8210.07%
182VANGUARD FTSE EMERGING MARKETS ETF9220428583,250$120,4130.07%
183ALCOA CORP COMAA3,191$119,3110.07%
184MARRIOTT INTL INC NEW CL A571903202830$116,8640.07%
185CATERPILLAR INC COMCAT681$116,6080.07%
186VANGUARD TOTAL STOCK MARKET ETF922908769624$114,8350.07%
187CORTEVA INC COMCTVA1,931$114,2770.07%
188SPDR PORTFOLIO S&P 400 MID CAP ETF78464A8472,869$113,7850.07%
189INVESCO S&P 500 EQUAL WEIGHT ETFIVZ853$111,5980.06%
190SPDR GOLD SHARESGLD683$108,2080.06%
191INVENTRUST PPTYS CORP COM NEW46124J2014,992$107,9270.06%
192THE CIGNA GROUP COM125523100369$105,9840.06%
193DELTA AIR LINES INC DEL COM NEWDAL3,651$103,1770.06%
194MONDELEZ INTL INC CL A6092071051,813$102,1630.06%
195BEST BUY INC COMBBY1,590$101,2350.06%
196T-MOBILE US INC COMTMUSZ718$99,7300.06%
197BLACKSTONE INC COMBX1,142$98,7720.06%
198COSTCO WHSL CORP NEW COM22160K105205$97,9350.06%
199ROYAL CARIBBEAN GROUP COMV7780T1032,572$96,6810.06%
200ISHARES SELECT DIVIDEND ETF464287168868$95,6450.06%
201VANGUARD SMALL-CAP ETF922908751539$94,7290.05%
202SHOPIFY INC CL ASHOP3,284$91,1640.05%
203ENERGY SELECT SECTOR SPDR FUND81369Y5061,164$88,5690.05%
204LINDE PLC SHSLIN319$87,9870.05%
205ISHARES MORNINGSTAR SMALL CAP VALUE ETF4642887031,800$87,8940.05%
206ISHARES U.S. INFRASTRUCTURE ETF46435U7132,625$87,8060.05%
207THERMO FISHER SCIENTIFIC INC COMTMO167$87,3290.05%
208NORFOLK SOUTHN CORP COM655844108396$85,8530.05%
209DOLLAR GEN CORP NEW COM256677105346$85,2820.05%
210SPDR S&P INTERNATIONAL SMALL CAP ETF78463X8713,197$84,8160.05%
211WELLS FARGO CO NEW COM9497461012,021$84,0330.05%
212PHILLIPS 66 COMPSX987$83,4800.05%
213VANGUARD MID-CAP ETF922908629423$81,8840.05%
214LOWES COS INC COM548661107421$81,6400.05%
215HARLEY DAVIDSON INC COMHOG2,244$81,0310.05%
216PHILIP MORRIS INTL INC COM718172109929$78,9930.05%
217KIMBERLY-CLARK CORP COMKMB691$78,8290.05%
218SCHWAB CHARLES CORP COMSCHW-PJ1,071$78,4080.05%
219MORGAN STANLEY COM NEWMS-PQ964$77,4860.04%
220FIRST TRUST TECHNOLOGY ALPHADEX FUND33734X176854$76,4670.04%
221ISHARES CORE AGGRESSIVE ALLOCATION ETF4642898591,325$74,9290.04%
222ARCHER DANIELS MIDLAND CO COMADM895$74,3820.04%
223COMCAST CORP NEW CL ACCZ2,358$72,2260.04%
224AMERICAN AIRLS GROUP INC COM02376R1026,000$71,5200.04%
225DOLLAR TREE INC COMDLTR500$70,8250.04%
226AMERICAN TOWER CORP NEW COM03027X100326$70,7970.04%
227MOTOROLA SOLUTIONS INC COM NEWMSI308$70,5230.04%
228LITHIUM AMERICAS ARGENTINA COR COM SHS53681K1002,528$68,3820.04%
229D R HORTON INC COM23331A109963$68,1230.04%
230SPDR S&P KENSHO SMART MOBILITY ETF78468R6892,106$67,9400.04%
231SANOFI SPONSORED ADRSNYNF1,727$67,6810.04%
232LAM RESEARCH CORP COMLRCX173$67,4150.04%
233CDW CORP COMCDW416$66,5230.04%
234DISCOVER FINL SVCS COM254709108700$65,7230.04%
235SENSUS HEALTHCARE INC COMSRTS5,000$65,6500.04%
236MID-AMER APT CMNTYS INC COM59522J103404$64,0700.04%
237FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF33738R6051,496$64,0140.04%
238ALTRIA GROUP INC COMMO1,543$63,8750.04%
239SMUCKER J M CO COM NEW832696405454$63,4980.04%
240SHELL PLC SPON ADSRYDAF1,205$63,0580.04%
241SPDR BLACKSTONE SENIOR LOAN ETF78467V6081,536$62,7460.04%
242VANGUARD FTSE PACIFIC ETF9220428661,071$62,6430.04%
243ZOETIS INC CL AZTS411$62,2050.04%
244NIKE INC CL BNKE727$62,0860.04%
245GLACIER BANCORP INC NEW COMGBCI1,239$62,0240.04%
246HARTFORD FINL SVCS GROUP INC COMHIG-PG966$61,4370.04%
247AON PLC SHS CL AAON222$61,1810.04%
248PPG INDS INC COM693506107532$60,7490.04%
249TYSON FOODS INC CL ATSN910$60,7150.04%
250VANGUARD FTSE EUROPE ETF9220428741,278$60,3220.03%
251CAPITAL ONE FINL CORP COM14040H105631$60,3050.03%
252WISDOMTREE U.S. SMALLCAP FUNDWT1,500$60,2550.03%
253CHARGEPOINT HOLDINGS INC COM CL ACHPT3,980$59,8990.03%
254SPDR S&P INSURANCE ETF78464A7891,598$59,1740.03%
255SYSCO CORP COMSYY819$59,0420.03%
256CADENCE DESIGN SYSTEM INC COMCDNS346$58,9170.03%
257FINWARD BANCORP COMFNWD1,707$58,8660.03%
258GE AEROSPACE COM NEW369604301924$58,7660.03%
259ABRDN PHYSICAL GOLD SHARES ETF00326A1043,507$57,2070.03%
260METLIFE INC COMMET-PF908$56,8590.03%
261SPDR S&P AEROSPACE & DEFENSE ETF78464A631570$54,0020.03%
262PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A467648$53,2920.03%
263SKYWORKS SOLUTIONS INC COMSWKS606$53,2550.03%
264ROKU INC COM CL AROKU879$52,3530.03%
265ACCENTURE PLC IRELAND SHS CLASS AACN194$51,3890.03%
266INTUIT COMINTU129$51,1870.03%
267ISHARES CORE 10 YEAR USD BOND ETF464289479995$50,5960.03%
268ZEBRA TECHNOLOGIES CORPORATION CL AZBRA185$50,3370.03%
269CONOCOPHILLIPS COMCOP444$48,8270.03%
270ISHARES CORE U.S. AGGREGATE BOND ETF464287226503$48,7460.03%
271ISHARES RUSSELL 1000 VALUE ETF464287598340$47,5080.03%
272WATERS CORP COM941848103168$46,8350.03%
273GENERAL MTRS CO COM37045V1001,423$46,7940.03%
274S&P GLOBAL INC COMSPGI146$46,1320.03%
275COINBASE GLOBAL INC COM CL ACOIN691$45,5710.03%
276FEDEX CORP COMFDX300$45,4380.03%
277HUNT J B TRANS SVCS INC COM445658107280$45,3680.03%
278ZOOM VIDEO COMMUNICATIONS INC CL AZM600$44,3640.03%
279TOTALENERGIES SE SPONSORED ADSTTE900$44,3070.03%
280KEYCORP COM4932671082,648$43,6130.03%
281GENUINE PARTS CO COMGPC284$43,4260.03%
282SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF78468R2001,435$43,3800.03%
283SALESFORCE INC COMCRM293$43,3350.02%
284ISHARES U.S. CONSUMER DISCRETIONARY ETF464287580728$42,8430.02%
285VERTEX PHARMACEUTICALS INC COMVRTX144$42,8300.02%
286ISHARES RUSSELL 1000 ETF464287622201$40,6600.02%
287ROBINHOOD MKTS INC COM CL A7707001023,898$39,3700.02%
288ADOBE INC COMADBE138$39,3630.02%
289BANK NEW YORK MELLON CORP COM064058100981$38,9060.02%
290AIR PRODS & CHEMS INC COMAIIR163$38,8480.02%
291PAYPAL HLDGS INC COMPYPL445$38,7950.02%
292AMERICAN HOMES 4 RENT CL AAMH-PG1,141$38,1660.02%
293SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF78464A3751,205$38,0060.02%
294STATE STR CORP COMSTT-PG600$37,8660.02%
295PRINCIPAL FINANCIAL GROUP INC COMPFG500$37,7750.02%
296SPDR PORTFOLIO MORTGAGE BACKED BOND ETF78464A3831,749$37,7430.02%
297UNILEVER PLC SPON ADR NEWUNLYF840$37,0610.02%
298XENIA HOTELS & RESORTS INC COMXHR2,528$35,8720.02%
299AMERIPRISE FINL INC COM03076C106133$34,9010.02%
300INVESCO S&P 500 PURE GROWTH ETFIVZ229$34,1530.02%
301ISHARES S&P SMALL-CAP 600 VALUE ETF464287879402$33,9970.02%
302VERTEX ENERGY INC COMVERX5,000$33,6500.02%
303DEERE & CO COMDE97$33,3730.02%
304CMS ENERGY CORP COMCMS-PC557$33,3360.02%
305ISHARES U.S. BASIC MATERIALS ETF464287838295$33,0840.02%
306GRAYSCALE BITCOIN TRUSTGBTC2,810$32,7650.02%
307CLOROX CO DEL COMCLX250$32,4450.02%
308SPDR S&P HOMEBUILDERS ETF78464A888570$32,4050.02%
309REGENERON PHARMACEUTICALS COMREGN44$32,3460.02%
310SPDR PORTFOLIO EUROPE ETF78463X1031,089$32,0170.02%
311PACKAGING CORP AMER COM695156109275$31,6250.02%
312GSK PLC SPONSORED ADRGLAXF1,020$30,8550.02%
313SPDR PORTFOLIO TIPS ETF78464A6561,199$30,7540.02%
314ISHARES GOLD TRUSTIAU934$30,1500.02%
315BAXTER INTL INC COM071813109540$30,0460.02%
316VANGUARD FTSE DEVELOPED MARKETS ETF921943858805$29,9220.02%
317L3HARRIS TECHNOLOGIES INC COMLHX137$29,7840.02%
318VANECK INTERMEDIATE MUNI ETF92189H201680$29,7770.02%
319NORTHROP GRUMMAN CORP COMNOC61$29,6280.02%
320WELLS FARGO CO NEW PERP PFD CNV A94974680425$29,6250.02%
321VANGUARD CONSUMER STAPLES ETF92204A207167$29,1970.02%
322ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF464288281361$28,9630.02%
323DUKE ENERGY CORP NEW COM NEWDUKB300$28,5990.02%
324SAP SE SPON ADRSAPGF337$28,2880.02%
325VANGUARD SMALL CAP VALUE ETF922908611190$28,0040.02%
326CANADIAN NATL RY CO COM136375102248$27,9790.02%
327SPDR S&P TRANSPORTATION ETF78464A532425$27,8500.02%
328MODERNA INC COMMRNA230$27,8280.02%
329MARSH & MCLENNAN COS INC COM571748102175$27,1040.02%
330ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V407667$26,7400.02%
331FRONTIER COMMUNICATIONS PARENT COM35909D1091,114$26,6800.02%
332KRAFT HEINZ CO COMKHC770$26,1490.02%
333BP PLC SPONSORED ADRBPPFF852$25,6450.01%
334GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFNVGLF350$25,5330.01%
335SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF78463X8631,023$25,1040.01%
336ECOLAB INC COMECL168$25,0540.01%
337SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF78464A672881$24,9410.01%
338NEWMONT CORP COMNEMCL563$24,6090.01%
339EMERSON ELEC CO COMEMR319$24,0970.01%
340INTERCONTINENTAL EXCHANGE INC COM45866F104255$23,6690.01%
341REPUBLIC SVCS INC COM760759100168$23,4020.01%
342SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF78464A3911,216$23,3110.01%
343OPPENHEIMER HLDGS INC CL A NON VTGOPY750$23,1450.01%
344INVESCO FTSE RAFI US 1000 ETFIVZ161$23,0040.01%
345PACER TRENDPILOT US LARGE CAP ETF69374H105582$21,9360.01%
346VANGUARD ENERGY ETF92204A306201$21,5330.01%
347SPDR S&P 600 SMALL CAP GROWTH ETF78464A201308$21,5080.01%
348US BANCORP DEL COM NEWUSB-PS510$21,2010.01%
349BLACKROCK INC COMBLK37$21,1910.01%
350IQ MERGER ARBITRAGE ETF45409B800667$20,9100.01%
351FIRST TRUST SENIOR LOAN FUND33738D309460$20,3640.01%
352EDISON INTL COM281020107336$19,9580.01%
353AGCO CORP COMAGCO200$19,8880.01%
354WISDOMTREE GLOBAL HIGH DIVIDEND FUNDWT468$19,7110.01%
355CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y407138$19,6770.01%
356SPDR BLOOMBERG 1-10 YEAR TIPS ETF78468R8611,055$19,4330.01%
357ELEVANCE HEALTH INC COMELV41$19,2720.01%
358BOISE CASCADE CO DEL COMBCC307$18,7850.01%
359BOOZ ALLEN HAMILTON HLDG CORP CL ABAH195$18,7140.01%
360BUNGE GLOBAL SA COM SHSBG221$18,6500.01%
361CBIZ INC COMCBZ406$18,1560.01%
362INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETFIVZ499$17,9590.01%
363MICRON TECHNOLOGY INC COMMU347$17,9470.01%
364BROADCOM INC COMAVGO39$17,8140.01%
365SCHWAB U.S. REIT ETF808524847930$17,6420.01%
366AXCELIS TECHNOLOGIES INC COM NEWACLS278$17,5840.01%
367INVESCO FTSE RAFI US 1500 SMALL-MID ETFIVZ114$17,0600.01%
368GLOBAL PMTS INC COM37940X102153$17,0480.01%
369PALANTIR TECHNOLOGIES INC CL APLTR2,000$16,4800.01%
370BALL CORP COMBALL332$16,3910.01%
371SOUTHERN CO COMSOMN233$16,2470.01%
372WARNER BROS DISCOVERY INC COM SER AWBD1,349$16,1210.01%
373M & T BK CORP COM55261F10488$15,9300.01%
374SPDR ICE PREFERRED SECURITIES ETF78464A292450$15,6780.01%
375VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870203$15,5250.01%
376GLOBAL NET LEASE INC COM NEWGNL-PE1,423$15,4820.01%
377CHARTER COMMUNICATIONS INC NEW CL A16119P10846$14,7320.01%
378PUBLIC STORAGE OPER CO COMPSA-PS50$14,6980.01%
379ISHARES MSCI KLD 400 SOCIAL ETF464288570203$13,9010.01%
380VANGUARD TAX-EXEMPT BOND ETF922907746288$13,8840.01%
381ISHARES U.S. INDUSTRIALS ETF464287754160$13,7780.01%
382BIONTECH SE SPONSORED ADSBNTX100$13,6680.01%
383SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF78464A359210$13,4690.01%
384FOUR CORNERS PPTY TR INC COM35086T109550$13,2280.01%
385QIAGEN NV SHS NEWQGEN314$13,1910.01%
386ONEOK INC NEW COMOKE230$12,3170.01%
387GOLD FIELDS LTD SPONSORED ADRGFIOF1,470$12,3040.01%
388VANGUARD TOTAL INTERNATIONAL STOCK ETF921909768260$12,1520.01%
389AVALONBAY CMNTYS INC COMAWX65$12,1300.01%
390CROWN CASTLE INC COMCCI82$12,1120.01%
391GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETFNVGLF475$12,0410.01%
392F N B CORP COM3025201011,000$11,8900.01%
393SOLAREDGE TECHNOLOGIES INC COMSEDG50$11,8420.01%
394INVESCO S&P 500 LOW VOLATILITY ETFIVZ200$11,8380.01%
3953M CO COMMMM104$11,7750.01%
396TRACTOR SUPPLY CO COMTSCO60$11,6470.01%
397NICE LTD SPONSORED ADRNCSYF59$11,3630.01%
398ISHARES ESG ADVANCED MSCI USA ETF46436E767390$11,1890.01%
399ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF46436E619263$11,0720.01%
400FORTIVE CORP COMFTV180$10,9130.01%
401AMERICAN WTR WKS CO INC NEW COM03042010380$10,7480.01%
402KEURIG DR PEPPER INC COMKDP288$10,6190.01%
403ADVANCE AUTO PARTS INC COMAAP65$10,6190.01%
404ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF46431W705118$10,5520.01%
405CHUBB LIMITED COMCB56$10,4780.01%
406MEDPACE HLDGS INC COMMEDP64$10,2910.01%
407PEMBINA PIPELINE CORP COMPPLOF319$10,2690.01%
408ENTERPRISE PRODS PARTNERS L P COM293792107414$10,0060.01%
409VANGUARD DIVIDEND APPRECIATION ETF92190884472$9,9780.01%
410BLACKROCK SHORT DURATION BOND ETF46431W507200$9,8260.01%
411INVESCO MSCI SUSTAINABLE FUTURE ETFIVZ196$9,7000.01%
412SCHWAB U.S. SMALL-CAP ETF808524607248$9,6200.01%
413SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF808524748343$9,5250.01%
414ISHARES CURRENCY HEDGED MSCI EUROZONE ETF46434V639322$9,4960.01%
415THOMSON REUTERS CORP. COMTMSOF90$9,3960.01%
416INVESCO FTSE RAFI EMERGING MARKETS ETFIVZ564$9,3910.01%
417LEIDOS HOLDINGS INC COMLDOS99$8,9880.01%
418INVESCO PREFERRED ETFIVZ748$8,9540.01%
419ROCKWELL AUTOMATION INC COMROK39$8,8000.01%
420VIATRIS INC COMVTRS997$8,6940.01%
421ADVANCED MICRO DEVICES INC COMAMD131$8,6600.00%
422FIRST TRUST HEALTH CARE ALPHADEX FUND33734X14386$8,5550.00%
423SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF78464A367386$8,5310.00%
424ARISTA NETWORKS INC COMANET73$8,4560.00%
425HEICO CORP NEW COMHEI-A57$8,4190.00%
426BLOCK INC CL ABSQKZ150$8,3670.00%
427SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETF808524730338$8,1150.00%
428QUALYS INC COMQLYS56$8,0110.00%
429ANALOG DEVICES INC COMADI55$7,9820.00%
430HALEON PLC SPON ADSHLNCF1,275$7,8290.00%
431HANCOCK JOHN PREM DIVID FD COM SH BEN INT41013T105561$7,8150.00%
432SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF808524888274$7,7820.00%
433ISHARES ESG AWARE MSCI USA SMALL-CAP ETF46435U663246$7,7480.00%
434GALLAGHER ARTHUR J & CO COM36357610943$7,5930.00%
435ISHARES RUSSELL 1000 GROWTH ETF46428761435$7,5380.00%
436CORNING INC COMGLW250$7,4680.00%
437HOULIHAN LOKEY INC CL AHLI97$7,4390.00%
438ARES MANAGEMENT CORPORATION CL A COM STKARES-PB115$7,3620.00%
439ARES CAPITAL CORP COMARCC415$7,2210.00%
440MONOLITHIC PWR SYS INC COM60983910519$7,1630.00%
441SPDR BLOOMBERG HIGH YIELD BOND ETF78468R62280$7,0620.00%
442WALGREENS BOOTS ALLIANCE INC COM931427108210$6,8100.00%
443APPLIED MATLS INC COM03822210578$6,7280.00%
444SPDR S&P MIDCAP 400 ETF TRUSTMDY16$6,6120.00%
445TERADYNE INC COMTER83$6,5310.00%
446ALEXANDRIA REAL ESTATE EQ INC COM01527110945$6,4840.00%
447BLACKROCK U.S. CARBON TRANSITION READINESS ETFBLK158$6,4530.00%
448ISHARES ESG ADVANCED MSCI EAFE ETF46436E759135$6,3830.00%
449VANECK BIOTECH ETF92189F72644$6,3100.00%
450ISHARES GLOBAL UTILITIES ETF464288711109$6,1500.00%
451STARWOOD PPTY TR INC COMSTHO330$6,1280.00%
452ISHARES ESG AWARE MSCI EAFE ETF46435G516105$6,0300.00%
453BIO RAD LABS INC CL A09057220714$5,9900.00%
454FS KKR CAP CORP COMFSK345$5,9750.00%
455SONY GROUP CORP SPONSORED ADRSNEJF90$5,9540.00%
456TARGET CORP COMTGT39$5,9200.00%
457GREYSTONE HOUSING IMPACT INVES BEN UNIT CTFGHI342$5,9200.00%
458MEDTRONIC PLC SHSMDT70$5,7890.00%
459NETFLIX INC COMNFLX24$5,7370.00%
460WEST PHARMACEUTICAL SVSC INC COM95530610522$5,6300.00%
461TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS87403910081$5,6090.00%
462WEYERHAEUSER CO MTN BE COM NEWWY184$5,4040.00%
463REAL ESTATE SELECT SECTOR SPDR FUND81369Y860145$5,3190.00%
464CATALENT INC COM14880610269$5,2800.00%
465ARK GENOMIC REVOLUTION ETF00214Q302159$5,2770.00%
466ISHARES ESG AWARE MSCI EM ETF46434G863182$5,1230.00%
467PALO ALTO NETWORKS INC COMPANW30$5,0910.00%
468KAYNE ANDERSON ENERGY INFRSTR COM486606106589$4,9650.00%
469RITE AID CORP COM7677548721,000$4,8700.00%
470ROPER TECHNOLOGIES INC COMROP13$4,8390.00%
471ISHARES ESG AWARE USD CORPORATE BOND ETF46435G193217$4,7780.00%
472MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP559080106100$4,7700.00%
473ASANA INC CL AASAN200$4,7680.00%
474STERIS PLC SHS USDSTE28$4,7620.00%
475ISHARES CORE MSCI EMERGING MARKETS ETF46434G103108$4,7210.00%
476NIO INC SPON ADSNIOIF300$4,6470.00%
477ROYALTY PHARMA PLC SHS CLASS ARPRX115$4,6220.00%
478ZIMMER BIOMET HOLDINGS INC COMZBH42$4,5070.00%
479AUTOZONE INC COMAZO2$4,3950.00%
480IRIDIUM COMMUNICATIONS INC COMIRDM94$4,3250.00%
481WATSCO INC COMWSO-B16$4,2470.00%
482RELIANCE INC COMRS23$4,1880.00%
483ACTIVISION BLIZZARD INC COM00507V10956$4,1640.00%
484BIO-TECHNE CORP COMTECH14$4,1030.00%
485NEWS CORP NEW CL ANWSLL255$3,9860.00%
486INVESCO WATER RESOURCES ETFIVZ83$3,9380.00%
487SPDR SSGA FIXED INCOME SECTOR ROTATION ETF78470P507148$3,7950.00%
488ARK INNOVATION ETF00214Q104100$3,7900.00%
489SIBANYE STILLWATER LTD SPONSORED ADRSBYSF388$3,7520.00%
490EVERCORE INC CLASS AEVR44$3,7280.00%
491TEXAS ROADHOUSE INC COMTXRH40$3,4840.00%
492VANECK PHARMACEUTICAL ETF92189F69251$3,4660.00%
493JD.COM INC SPON ADR CL AJDCMF70$3,4660.00%
494POWER INTEGRATIONS INC COMPOWI52$3,4560.00%
495CONDUENT INC COMCNDT1,000$3,4200.00%
496BALCHEM CORP COMBCPC27$3,4030.00%
497ISHARES GLOBAL CONSUMER STAPLES ETF46428873762$3,3730.00%
498OMNICELL COM COMOMCL37$3,3310.00%
499FISERV INC COMFISV34$3,2440.00%
500ISHARES RUSSELL 2000 GROWTH ETF46428764815$3,1850.00%