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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 0002023568-24-000013

Total Value
$178.7M
Positions
680
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB US DIVIDEND EQUITY ETF808524797150,951$11.4M6.39%
2APPLE INC COMAAPL70,730$9.2M5.15%
3BERKSHIRE HATHAWAY INC DEL CL ABRK-A15$7.0M3.94%
4SPDR S&P 500 ETF TRUSTSPY14,317$5.5M3.07%
5VANGUARD S&P 500 ETF92290836313,903$4.9M2.74%
6VANGUARD RUSSELL 2000 ETF92206C66455,073$3.9M2.17%
7ISHARES U.S. AEROSPACE & DEFENSE ETF46428876034,004$3.8M2.13%
8MICROSOFT CORP COMMSFT14,923$3.6M2.01%
9CHEVRON CORP NEW COMCVX19,515$3.5M1.96%
10SPDR PORTFOLIO S&P 500 VALUE ETF78464A50888,837$3.5M1.94%
11VANGUARD SHORT-TERM CORPORATE BOND ETF92206C40943,136$3.2M1.82%
12ISHARES CORE S&P 500 ETF4642872008,375$3.2M1.80%
13SCHWAB INTERNATIONAL EQUITY ETF80852480593,249$3.0M1.68%
14INVESCO S&P 500 EQUAL WEIGHT ETFIVZ20,098$2.8M1.59%
15VANGUARD GROWTH ETF92290873612,214$2.6M1.46%
16MERCK & CO INC COMMRK21,100$2.3M1.31%
17PEPSICO INC COMPEP12,196$2.2M1.24%
18EXXON MOBIL CORP COMXOM19,854$2.2M1.23%
19ISHARES PREFERRED & INCOME SECURITIES ETF46428868770,768$2.2M1.21%
20CVS HEALTH CORP COMCVS22,806$2.1M1.19%
21MCDONALDS CORP COMMCD7,554$2.0M1.12%
22HOME DEPOT INC COMHD5,901$1.9M1.04%
23SCHWAB EMERGING MARKETS EQUITY ETF80852470677,706$1.8M1.03%
24ISHARES IBONDS DEC 2023 TERM MUNI BD ETF46435G31872,093$1.8M1.02%
25FINANCIAL SELECT SECTOR SPDR FUND81369Y60550,680$1.7M0.97%
26ISHARES TIPS BOND ETF46428717615,318$1.6M0.91%
27NUCOR CORP COMNUE12,213$1.6M0.90%
28SEACOAST BKG CORP FLA COM NEWSE47,951$1.5M0.84%
29ISHARES NORTH AMERICAN NATURAL RESOURCES ETF46428737436,497$1.5M0.83%
30PFIZER INC COMPFE27,445$1.4M0.79%
31JOHNSON & JOHNSON COMJNJ7,418$1.3M0.73%
32BANK AMERICA CORP COM06050510438,706$1.3M0.72%
33VANGUARD SHORT-TERM BOND ETF92193782716,895$1.3M0.71%
34AFLAC INC COMAFL17,638$1.3M0.71%
35CUMMINS INC COMCMI5,044$1.2M0.69%
36EOG RES INC COMEOG9,092$1.2M0.66%
37PACER US CASH COWS 100 ETF69374H88125,282$1.2M0.66%
38GOLDMAN SACHS GROUP INC COMGSCE3,319$1.1M0.64%
39PROCTER AND GAMBLE CO COM7427181097,334$1.1M0.62%
40CONSUMER STAPLES SELECT SECTOR SPDR FUND81369Y30814,820$1.1M0.62%
41CISCO SYS INC COMCSCO23,101$1.1M0.62%
42AUTOMATIC DATA PROCESSING INC COMADP4,339$1.0M0.58%
43HEALTH CARE SELECT SECTOR SPDR FUND81369Y2097,615$1.0M0.58%
44PACCAR INC COMPCAR10,334$1.0M0.57%
45INVESCO QQQ TRUST SERIES IIVZ3,504$933,0590.52%
46GENERAL DYNAMICS CORP COMGD3,759$932,6450.52%
47QUALCOMM INC COMQCOM8,195$900,9580.51%
48ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF46435U69733,265$856,5740.48%
49ISHARES U.S. TECHNOLOGY ETF46428772111,412$850,0800.48%
50ISHARES CORE TOTAL USD BOND MARKET ETF46434V61318,439$828,4640.46%
51ISHARES RUSSELL 2000 ETF4642876554,590$800,3120.45%
52ISHARES MSCI PACIFIC EX-JAPAN ETF46428666518,516$792,3000.44%
53VANGUARD TOTAL INTERNATIONAL BOND ETF92203J40716,457$780,5560.44%
54COLGATE PALMOLIVE CO COMCL9,858$776,7120.44%
55LOCKHEED MARTIN CORP COMLMT1,577$767,4720.43%
56ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F83412,679$733,8890.41%
57ZIONS BANCORPORATION N A COM98970110714,885$731,7760.41%
58SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X88924,491$727,1380.41%
59ISHARES SHORT-TERM NATIONAL MUNI BOND ETF4642881586,937$723,3210.41%
60VANGUARD INDUSTRIALS ETF92204A6033,959$723,0720.41%
61INVESCO BULLETSHARES 2023 CORP BD ETFIVZ34,025$713,8450.40%
62SPDR SSGA U.S. SECTOR ROTATION ETF78470P40817,936$697,8900.39%
63WASTE MGMT INC DEL COM94106L1094,333$679,7610.38%
64ISHARES BIOTECHNOLOGY ETF4642875565,033$660,7830.37%
65INVESCO BULLETSHARES 2024 CORPORATE BOND ETFIVZ32,225$660,1320.37%
66VANGUARD MORTGAGE-BACKED SECURITIES ETF92206C77114,402$655,5790.37%
67ISHARES U.S. HEALTHCARE PROVIDERS ETF4642888282,446$654,9480.37%
68ABBVIE INC COMABBV4,022$649,9970.36%
69TEXAS INSTRS INC COM8825081043,891$642,9620.36%
70SPDR S&P SEMICONDUCTOR ETF78464A8623,819$638,6510.36%
71BOEING CO COMBA-PA3,334$635,2670.36%
72JPMORGAN CHASE & CO COMVYLD4,532$607,7410.34%
73ISHARES CORE MODERATE ALLOCATION ETF46428987515,952$606,3460.34%
74VANGUARD INTERMEDIATE-TERM BOND ETF9219378198,142$605,1130.34%
75SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X1091,793$594,0750.33%
76HEALTHCARE RLTY TR CL A COM42226K10530,403$585,8790.33%
77FORTINET INC COMFTNT11,956$584,5290.33%
78ISHARES MBS ETF4642885886,226$577,4620.32%
79INDUSTRIAL SELECT SECTOR SPDR FUND81369Y7045,834$572,9570.32%
80ALPHABET INC CAP STK CL CGOOG6,340$562,5480.32%
81AMAZON COM INC COMAMZN6,640$557,8290.31%
82ORACLE CORP COMORCL-PD6,558$536,0510.30%
83ELI LILLY & CO COMLLY1,438$526,4250.30%
84ISHARES ESG AWARE MSCI USA ETF46435G4256,136$520,0260.29%
85INVESCO SOLAR ETFIVZ6,924$505,0370.28%
86DISNEY WALT CO COM2546871065,768$501,1290.28%
87SPDR S&P DIVIDEND ETF78464A7633,999$500,3150.28%
88RTX CORPORATION COMRTX4,663$470,6010.26%
89RAYMOND JAMES FINL INC COM7547301094,282$457,5320.26%
90COCA COLA CO COMKO7,157$455,2750.26%
91MATERIALS SELECT SECTOR SPDR FUND81369Y1005,681$441,3000.25%
92ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF4642875151,712$438,1860.25%
93NEXTERA ENERGY INC COMNEE-PW4,939$412,9000.23%
94UNITEDHEALTH GROUP INC COMUNH770$408,2390.23%
95GILEAD SCIENCES INC COMGILD4,727$405,8130.23%
96ISHARES U.S. TREASURY BOND ETF46429B26717,821$404,8930.23%
97BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A1,306$403,4230.23%
98ALPHABET INC CAP STK CL AGOOG4,554$401,7990.23%
99US BANCORP DEL COM NEWUSB-PS9,158$399,3800.22%
100BIOGEN INC COMBIIB1,391$385,1960.22%
101SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF78468R7218,393$382,8890.21%
102SYNOPSYS INC COMSNPS1,157$369,6310.21%
103AT&T INC COMT-PC19,318$355,6520.20%
104ISHARES MSCI EAFE ETF4642874655,412$355,2440.20%
105AMGEN INC COMAMGN1,324$347,7350.19%
106WALMART INC COMWMT2,436$345,4710.19%
107DEVON ENERGY CORP NEW COM25179M1035,569$342,5490.19%
108TECHNOLOGY SELECT SECTOR SPDR FUND81369Y8032,713$337,6060.19%
109PALO ALTO NETWORKS INC COMPANW2,253$314,3840.18%
110AAR CORP COMAIR6,664$299,2140.17%
111CHECK POINT SOFTWARE TECH LTD ORDM224651042,368$298,7470.17%
112UNION PAC CORP COMUNP1,405$290,9330.16%
113KRATOS DEFENSE & SEC SOLUTIONS COM NEW50077B20727,996$288,9190.16%
114VISA INC COM CL AV1,364$283,5090.16%
115VANGUARD HIGH DIVIDEND YIELD INDEX ETF9219464062,596$280,9130.16%
116ISHARES MSCI EAFE VALUE ETF4642888776,106$280,1430.16%
117HCI GROUP INC COMHCIIP6,957$275,4280.15%
118SOUTHWEST AIRLS CO COM8447411087,705$259,4510.15%
119VANGUARD FINANCIALS ETF92204A4053,100$256,4630.14%
120DANAHER CORPORATION COM235851102944$250,5560.14%
121SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R8536,777$250,5460.14%
122ISHARES U.S. ENERGY ETF4642877965,378$250,0230.14%
123VANECK SEMICONDUCTOR ETF92189F6761,220$247,5870.14%
124SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R6632,706$247,5180.14%
125INTEL CORP COMINTC9,320$246,3280.14%
126SPDR PORTFOLIO EMERGING MARKETS ETF78463X5097,353$242,3550.14%
127HONEYWELL INTL INC COM4385161061,104$236,5870.13%
128ENPHASE ENERGY INC COMENPH874$231,5750.13%
129MASTERCARD INCORPORATED CL AMA658$228,8060.13%
130PROSHARES ULTRA QQQ74347R2066,432$225,3770.13%
131NORTHROP GRUMMAN CORP COMNOC411$224,2460.13%
132FORD MTR CO DEL COM34537086019,055$221,6160.12%
133INVESCO S&P 500 TOP 50 ETFIVZ800$220,7840.12%
134TJX COS INC NEW COM8725401092,759$219,6160.12%
135INTERNATIONAL BUSINESS MACHS COMINTR1,553$218,8020.12%
136COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y8524,479$214,9470.12%
137ISHARES MSCI EAFE GROWTH ETF4642888852,565$214,8440.12%
138SPDR PORTFOLIO S&P 400 MID CAP ETF78464A8474,996$212,3300.12%
139BRISTOL-MYERS SQUIBB CO COMCELG-RI2,901$208,7920.12%
140INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETFIVZ14,081$208,1170.12%
141ON SEMICONDUCTOR CORP COMON3,333$207,8790.12%
142ABBOTT LABS COMABLZF1,854$203,6010.11%
143UNITED PARCEL SERVICE INC CL BUPS1,044$181,4890.10%
144TESLA INC COMTSLA1,470$181,0750.10%
145AEROJET ROCKETDYNE HLDGS INC COM0078001053,128$174,9490.10%
146ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF4642865333,296$174,8530.10%
147BLACKROCK ULTRA SHORT-TERM BOND ETF46434V8783,465$173,3890.10%
148SERVICE CORP INTL COM8175651042,493$172,3660.10%
149SPDR PORTFOLIO LONG TERM TREASURY ETF78464A6645,933$172,2350.10%
150ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF4642872421,615$170,2690.10%
151VANGUARD FTSE PACIFIC ETF9220428662,605$167,6320.09%
152AMERICAN EXPRESS CO COMAXP1,132$167,2530.09%
153DARDEN RESTAURANTS INC COMDRI1,207$166,9640.09%
154FIRST SOLAR INC COMFSLR1,108$165,9670.09%
155GENERAL MLS INC COM3703341041,948$163,3400.09%
156CATERPILLAR INC COMCAT681$163,1400.09%
157SPDR S&P INTERNATIONAL SMALL CAP ETF78463X8715,396$158,6960.09%
158PNC FINL SVCS GROUP INC COM693475105975$153,9920.09%
159TRAVELERS COMPANIES INC COMTRV800$149,9920.08%
160INVESCO NASDAQ INTERNET ETFIVZ1,326$148,8270.08%
161SPDR BLACKSTONE SENIOR LOAN ETF78467V6083,628$148,3850.08%
162ALCOA CORP COMAA3,242$147,4140.08%
163ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF46435G6723,061$145,5510.08%
164MODERNA INC COMMRNA809$145,3130.08%
165STARBUCKS CORP COMSBUX1,444$143,2800.08%
166PRUDENTIAL FINL INC COMPUKPF1,409$140,1390.08%
167HUMANA INC COMHUM273$139,8280.08%
168VANGUARD COMMUNICATION SERVICES ETF92204A8841,673$137,6040.08%
169SPDR BLOOMBERG 1-10 YEAR TIPS ETF78468R8617,321$135,0720.08%
170ISHARES EXPANDED TECH SECTOR ETF464287549481$134,6800.08%
171VANGUARD FTSE EMERGING MARKETS ETF9220428583,315$129,2190.07%
172BEST BUY INC COMBBY1,605$128,7370.07%
173ROYAL CARIBBEAN GROUP COMV7780T1032,572$127,1340.07%
174ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4642871501,494$126,6910.07%
175SPDR GOLD SHARESGLD739$125,3640.07%
176ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V4073,064$125,2870.07%
177MARRIOTT INTL INC NEW CL A571903202830$123,5790.07%
178THE CIGNA GROUP COM125523100369$122,2640.07%
179MONDELEZ INTL INC CL A6092071051,813$120,8360.07%
180DELTA AIR LINES INC DEL COM NEWDAL3,651$119,9720.07%
181VANGUARD TOTAL STOCK MARKET ETF922908769624$119,3030.07%
182AMERICAN ELEC PWR CO INC COM0255371011,249$118,5930.07%
183INVENTRUST PPTYS CORP COM NEW46124J2014,992$118,1610.07%
184META PLATFORMS INC CL AMETA972$116,9700.07%
185ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF46431W8534,127$116,3400.07%
186CORTEVA INC COMCTVA1,948$114,5030.06%
187ENERGY SELECT SECTOR SPDR FUND81369Y5061,269$110,9990.06%
188ISHARES CORE S&P SMALL CAP ETF4642878041,163$110,0660.06%
189ALBEMARLE CORP COMALB-PA507$109,9480.06%
190PLUG POWER INC COM NEWPLUG8,831$109,2390.06%
191NVIDIA CORPORATION COMNVDA721$105,3670.06%
192ISHARES SELECT DIVIDEND ETF464287168868$104,6810.06%
193LINDE PLC SHSLIN319$104,0510.06%
194ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF4642886121,012$103,6900.06%
195FIDELITY HIGH DIVIDEND ETF3160928402,766$103,2020.06%
196PHILLIPS 66 COMPSX987$102,7270.06%
197T-MOBILE US INC COMTMUSZ718$100,5200.06%
198KIMBERLY-CLARK CORP COMKMB720$97,7400.05%
199NORFOLK SOUTHN CORP COM655844108396$97,5820.05%
200COSTCO WHSL CORP NEW COM22160K105211$96,3220.05%
201THERMO FISHER SCIENTIFIC INC COMTMO173$95,2690.05%
202PHILIP MORRIS INTL INC COM718172109929$94,0240.05%
203SHOPIFY INC CL ASHOP2,704$93,8560.05%
204ISHARES MORNINGSTAR SMALL CAP VALUE ETF4642887031,800$93,7080.05%
205HARLEY DAVIDSON INC COMHOG2,244$93,3500.05%
206VANGUARD SMALL-CAP ETF922908751508$93,2380.05%
207SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF78464A3914,529$93,1160.05%
208CROWDSTRIKE HLDGS INC CL ACRWD882$92,8660.05%
209ARCHER DANIELS MIDLAND CO COMADM986$91,6290.05%
210SCHWAB CHARLES CORP COMSCHW-PJ1,071$89,1710.05%
211DOLLAR GEN CORP NEW COM256677105359$88,4040.05%
212NIKE INC CL BNKE743$86,9380.05%
213VANGUARD MID-CAP ETF922908629423$86,2120.05%
214D R HORTON INC COM23331A109963$85,8420.05%
215ISHARES MSCI USA MIN VOL FACTOR ETF46429B6971,184$85,3660.05%
216BLACKSTONE INC COMBX1,142$84,7250.05%
217LOWES COS INC COM548661107421$83,8800.05%
218MORGAN STANLEY COM NEWMS-PQ984$83,6600.05%
219SANOFI SPONSORED ADRSNYNF1,727$83,6390.05%
220WELLS FARGO CO NEW COM9497461012,021$83,4470.05%
221COMCAST CORP NEW CL ACCZ2,358$82,4590.05%
222VERIZON COMMUNICATIONS INC COMVZ2,026$79,8240.04%
223MOTOROLA SOLUTIONS INC COM NEWMSI308$79,3750.04%
224ISHARES CORE AGGRESSIVE ALLOCATION ETF4642898591,325$79,1690.04%
225FIRST TRUST TECHNOLOGY ALPHADEX FUND33734X176854$78,1840.04%
226GE AEROSPACE COM NEW369604301924$77,4220.04%
227ISHARES 10-20 YEAR TREASURY BOND ETF464288653713$77,1320.04%
228AMERICAN AIRLS GROUP INC COM02376R1026,000$76,3200.04%
229CDW CORP COMCDW416$74,2890.04%
230ISHARES CONVERTIBLE BOND ETF46435G1021,059$73,5690.04%
231HARTFORD FINL SVCS GROUP INC COMHIG-PG964$73,1340.04%
232LAM RESEARCH CORP COMLRCX173$72,7120.04%
233SMUCKER J M CO COM NEW832696405454$72,0970.04%
234VANGUARD FTSE EUROPE ETF9220428741,278$70,8520.04%
235DOLLAR TREE INC COMDLTR500$70,7200.04%
236VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870911$70,6120.04%
237SHELL PLC SPON ADSRYDAF1,228$69,9350.04%
238FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF33738R6051,496$69,6390.04%
239AMERICAN TOWER CORP NEW COM03027X100326$69,0660.04%
240SPDR PORTFOLIO EUROPE ETF78463X1031,979$68,6520.04%
241DISCOVER FINL SVCS COM254709108700$68,4810.04%
242PPG INDS INC COM693506107532$66,8940.04%
243AON PLC SHS CL AAON222$66,6310.04%
244METLIFE INC COMMET-PF908$65,7120.04%
245ISHARES FALLEN ANGELS USD BOND ETF46435G4742,650$65,2170.04%
246WISDOMTREE U.S. SMALLCAP FUNDWT1,500$63,8850.04%
247MID-AMER APT CMNTYS INC COM59522J103404$63,4240.04%
248SPDR S&P AEROSPACE & DEFENSE ETF78464A631570$62,7290.04%
249SYSCO CORP COMSYY819$62,6130.04%
250SPDR PORTFOLIO MORTGAGE BACKED BOND ETF78464A3832,874$62,3660.03%
251TOTALENERGIES SE SPONSORED ADSTTE1,000$62,0800.03%
252ISHARES CORE U.S. AGGREGATE BOND ETF464287226638$61,8800.03%
253FINWARD BANCORP COMFNWD1,707$61,7930.03%
254CANO HEALTH INC COM CL A13781Y20244,856$61,4530.03%
255GLACIER BANCORP INC NEW COMGBCI1,239$61,2310.03%
256SPDR S&P INSURANCE ETF78464A7891,495$61,2200.03%
257ZOETIS INC CL AZTS411$60,2320.03%
258ABRDN PHYSICAL GOLD SHARES ETF00326A1043,434$60,0010.03%
259SKYWORKS SOLUTIONS INC COMSWKS648$59,0520.03%
260CAPITAL ONE FINL CORP COM14040H105631$58,6580.03%
261CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y407454$58,6390.03%
262PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A467648$58,3140.03%
263WATERS CORP COM941848103168$57,8500.03%
264TYSON FOODS INC CL ATSN910$56,6480.03%
265CADENCE DESIGN SYSTEM INC COMCDNS346$55,5810.03%
266FEDEX CORP COMFDX320$55,5370.03%
267STATE STR CORP COMSTT-PG693$53,7560.03%
268ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396364$53,1190.03%
269SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF78464A3751,655$52,6790.03%
270ACCENTURE PLC IRELAND SHS CLASS AACN197$52,5670.03%
271CONOCOPHILLIPS COMCOP444$52,3920.03%
272ISHARES RUSSELL 1000 VALUE ETF464287598340$51,5610.03%
273AIR PRODS & CHEMS INC COMAIIR163$50,2460.03%
274INTUIT COMINTU129$50,2090.03%
275GENUINE PARTS CO COMGPC284$49,2770.03%
276HUNT J B TRANS SVCS INC COM445658107280$48,8210.03%
277SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF78464A6721,725$48,7140.03%
278LITHIUM AMERICAS ARGENTINA COR COM SHS53681K1002,570$48,7020.03%
279GENERAL MTRS CO COM37045V1001,415$47,6210.03%
280ZEBRA TECHNOLOGIES CORPORATION CL AZBRA185$47,4360.03%
281DUKE ENERGY CORP NEW COM NEWDUKB460$47,3750.03%
282S&P GLOBAL INC COMSPGI138$46,4060.03%
283UNILEVER PLC SPON ADR NEWUNLYF919$46,2720.03%
284KEYCORP COM4932671082,648$46,1280.03%
285BANK NEW YORK MELLON CORP COM064058100981$44,6550.03%
286SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF78468R2001,435$43,6100.02%
287ISHARES CORE HIGH DIVIDEND ETF46429B663415$43,2600.02%
288ISHARES RUSSELL 1000 ETF464287622201$42,3150.02%
289DEERE & CO COMDE98$42,0180.02%
290PRINCIPAL FINANCIAL GROUP INC COMPFG500$41,9600.02%
291SPDR SSGA FIXED INCOME SECTOR ROTATION ETF78470P5071,628$41,6820.02%
292VERTEX PHARMACEUTICALS INC COMVRTX144$41,5840.02%
293ISHARES U.S. CONSUMER DISCRETIONARY ETF464287580728$41,4670.02%
294AMERIPRISE FINL INC COM03076C106133$41,4120.02%
295KRAFT HEINZ CO COMKHC998$40,6290.02%
296SALESFORCE INC COMCRM293$38,8490.02%
297EMERSON ELEC CO COMEMR404$38,8080.02%
298CHARGEPOINT HOLDINGS INC COM CL ACHPT4,029$38,3960.02%
299VANGUARD CONSUMER STAPLES ETF92204A207197$37,7390.02%
300SENSUS HEALTHCARE INC COMSRTS5,000$37,1000.02%
301ISHARES U.S. BASIC MATERIALS ETF464287838295$36,8070.02%
302ISHARES S&P SMALL-CAP 600 VALUE ETF464287879402$36,7070.02%
303GSK PLC SPONSORED ADRGLAXF1,020$35,8430.02%
304ISHARES U.S. INFRASTRUCTURE ETF46435U713978$35,4620.02%
305CMS ENERGY CORP COMCMS-PC557$35,2750.02%
306PACKAGING CORP AMER COM695156109275$35,1750.02%
307CLOROX CO DEL COMCLX250$35,0830.02%
308SAP SE SPON ADRSAPGF337$34,7750.02%
309INVESCO S&P 500 PURE GROWTH ETFIVZ229$34,7190.02%
310ISHARES GLOBAL ENERGY ETF464287341890$34,7010.02%
311AMERICAN HOMES 4 RENT CL AAMH-PG1,141$34,3900.02%
312SPDR S&P HOMEBUILDERS ETF78464A888570$34,3820.02%
313VANGUARD FTSE DEVELOPED MARKETS ETF921943858805$33,7860.02%
314NEWMONT CORP COMNEMCL708$33,4180.02%
315XENIA HOTELS & RESORTS INC COMXHR2,528$33,3190.02%
316ROBINHOOD MKTS INC COM CL A7707001023,971$32,3240.02%
317ISHARES GOLD TRUSTIAU934$32,3070.02%
318OPPENHEIMER HLDGS INC CL A NON VTGOPY750$31,7480.02%
319REGENERON PHARMACEUTICALS COMREGN44$31,7460.02%
320BLACKROCK INC COMBLK44$31,1800.02%
321VANECK INTERMEDIATE MUNI ETF92189H201680$31,0150.02%
322VERTEX ENERGY INC COMVERX5,000$31,0000.02%
323VANGUARD SMALL CAP VALUE ETF922908611190$30,1720.02%
324BP PLC SPONSORED ADRBPPFF852$29,7600.02%
325WELLS FARGO CO NEW PERP PFD CNV A94974680425$29,6250.02%
326CANADIAN NATL RY CO COM136375102248$29,4820.02%
327SPDR PORTFOLIO TIPS ETF78464A6561,133$29,1860.02%
328MARSH & MCLENNAN COS INC COM571748102175$28,9590.02%
329SPDR S&P TRANSPORTATION ETF78464A532425$28,5640.02%
330L3HARRIS TECHNOLOGIES INC COMLHX137$28,5250.02%
331FRONTIER COMMUNICATIONS PARENT COM35909D1091,114$28,3850.02%
332PUBLIC STORAGE OPER CO COMPSA-PS100$28,0190.02%
333AGCO CORP COMAGCO200$27,7380.02%
334CORNING INC COMGLW865$27,6280.02%
335INTERCONTINENTAL EXCHANGE INC COM45866F104268$27,4940.02%
336BAXTER INTL INC COM071813109537$27,3810.02%
337MARATHON PETE CORP COMMARA235$27,3520.02%
3383M CO COMMMM227$27,2220.02%
339GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFNVGLF350$26,6460.01%
340INVESCO BULLETSHARES 2025 CORPORATE BOND ETFIVZ1,290$25,9810.01%
341CHEWY INC CL ACHWY678$25,1400.01%
342ALTRIA GROUP INC COMMO549$25,1110.01%
343INVESCO FTSE RAFI US 1000 ETFIVZ161$24,9790.01%
344BROADCOM INC COMAVGO44$24,6020.01%
345ECOLAB INC COMECL168$24,4540.01%
346VANGUARD ENERGY ETF92204A306201$24,3770.01%
347ELEVANCE HEALTH INC COMELV46$23,5970.01%
348SPDR S&P 600 SMALL CAP GROWTH ETF78464A201308$22,2500.01%
349AXCELIS TECHNOLOGIES INC COM NEWACLS278$22,0620.01%
350BUNGE GLOBAL SA COM SHSBG221$22,0490.01%
351WISDOMTREE GLOBAL HIGH DIVIDEND FUNDWT468$21,9020.01%
352PACER TRENDPILOT US LARGE CAP ETF69374H105582$21,8190.01%
353REPUBLIC SVCS INC COM760759100168$21,6700.01%
354EDISON INTL COM281020107336$21,3760.01%
355IQ MERGER ARBITRAGE ETF45409B800667$21,1640.01%
356BOISE CASCADE CO DEL COMBCC307$21,0820.01%
357ROYAL BK CDA COM780087102224$21,0600.01%
358INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETFIVZ499$20,7280.01%
359FIRST TRUST SENIOR LOAN FUND33738D309460$20,5110.01%
360BOOZ ALLEN HAMILTON HLDG CORP CL ABAH195$20,3810.01%
361CBIZ INC COMCBZ406$19,0210.01%
362BLOCK INC CL ABSQKZ300$18,8520.01%
363INVESCO FTSE RAFI US 1500 SMALL-MID ETFIVZ114$18,0590.01%
364SCHWAB U.S. REIT ETF808524847930$17,9400.01%
365GLOBAL NET LEASE INC COM NEWGNL-PE1,423$17,8870.01%
366MICRON TECHNOLOGY INC COMMU347$17,3430.01%
367BALL CORP COMBALL332$16,9780.01%
368SEMPRA COMSREA108$16,6900.01%
369SOUTHERN CO COMSOMN233$16,6390.01%
370UTILITIES SELECT SECTOR SPDR FUND81369Y886229$16,1450.01%
371SCHWAB U.S. SMALL-CAP ETF808524607398$16,1230.01%
372QIAGEN NV SHS NEWQGEN314$15,6590.01%
373CHARTER COMMUNICATIONS INC NEW CL A16119P10846$15,5990.01%
374ISHARES U.S. INDUSTRIALS ETF464287754160$15,4340.01%
375GLOBAL PMTS INC COM37940X102153$15,2900.01%
376GOLD FIELDS LTD SPONSORED ADRGFIOF1,470$15,2150.01%
377KROGER CO COMKR340$15,1570.01%
378ONEOK INC NEW COMOKE230$15,1110.01%
379MEDTRONIC PLC SHSMDT194$15,0780.01%
380BIONTECH SE SPONSORED ADSBNTX100$15,0220.01%
381SPDR ICE PREFERRED SECURITIES ETF78464A292450$14,7690.01%
382ISHARES MSCI KLD 400 SOCIAL ETF464288570203$14,5730.01%
383INGREDION INC COMINGR146$14,2980.01%
384ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF464288281169$14,2960.01%
385FOUR CORNERS PPTY TR INC COM35086T109550$14,2620.01%
386VANGUARD TAX-EXEMPT BOND ETF922907746288$14,2530.01%
387SOLAREDGE TECHNOLOGIES INC COMSEDG50$14,1640.01%
388PAYPAL HLDGS INC COMPYPL195$13,8880.01%
389GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETFNVGLF475$13,6710.01%
390ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646274$13,6510.01%
391MEDPACE HLDGS INC COMMEDP64$13,5940.01%
392SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF78464A359210$13,5110.01%
393TRACTOR SUPPLY CO COMTSCO60$13,4980.01%
394SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF78463X863504$13,4920.01%
395VANGUARD TOTAL INTERNATIONAL STOCK ETF921909768260$13,4470.01%
396F N B CORP COM3025201011,000$13,0500.01%
397ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288638261$12,9220.01%
398PALANTIR TECHNOLOGIES INC CL APLTR2,000$12,8400.01%
399INVESCO S&P 500 LOW VOLATILITY ETFIVZ200$12,7800.01%
400M & T BK CORP COM55261F10488$12,7650.01%
401CHUBB LIMITED COMCB56$12,3540.01%
402AMERICAN WTR WKS CO INC NEW COM03042010380$12,1940.01%
403LYONDELLBASELL INDUSTRIES N V SHS - A -LYB146$12,1220.01%
404INTERNATIONAL PAPER CO COM460146103348$12,0510.01%
405ISHARES ESG ADVANCED MSCI USA ETF46436E767390$11,9570.01%
406BLACK HILLS CORP COMBKH168$11,8170.01%
407PPL CORP COMPPLC393$11,4830.01%
408WARNER BROS DISCOVERY INC COM SER AWBD1,211$11,4800.01%
409NICE LTD SPONSORED ADRNCSYF59$11,3460.01%
410EATON CORP PLC SHSETN72$11,3000.01%
411CROWN CASTLE INC COMCCI82$11,1220.01%
412ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF46436E619263$11,0990.01%
413VIATRIS INC COMVTRS997$11,0970.01%
414VANGUARD DIVIDEND APPRECIATION ETF92190884472$10,9330.01%
415PEMBINA PIPELINE CORP COMPPLOF319$10,8300.01%
416SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF808524748343$10,7220.01%
417ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF46431W705118$10,6780.01%
418AVALONBAY CMNTYS INC COMAWX65$10,4990.01%
419LEIDOS HOLDINGS INC COMLDOS99$10,4140.01%
420ORGANON & CO COMMON STOCKOGN370$10,3350.01%
421KEURIG DR PEPPER INC COMKDP288$10,2700.01%
422THOMSON REUTERS CORP. COMTMSOF90$10,2660.01%
423HALEON PLC SPON ADSHLNCF1,275$10,2000.01%
424BCE INC COM NEWBCPPF231$10,1520.01%
425MGM RESORTS INTERNATIONAL COMMGM300$10,0590.01%
426ROCKWELL AUTOMATION INC COMROK39$10,0450.01%
427ENTERPRISE PRODS PARTNERS L P COM293792107414$9,9860.01%
428INVESCO FTSE RAFI EMERGING MARKETS ETFIVZ564$9,9380.01%
429BLACKROCK SHORT DURATION BOND ETF46431W507200$9,8540.01%
430ADVANCE AUTO PARTS INC COMAAP65$9,5570.01%
431INVESCO MSCI SUSTAINABLE FUTURE ETFIVZ196$9,3650.01%
432FIRST TRUST HEALTH CARE ALPHADEX FUND33734X14386$9,3510.01%
433ISHARES CORE 1-5 YEAR USD BOND ETF46432F859200$9,2880.01%
434BOSTON SCIENTIFIC CORP COMBSX200$9,2540.01%
435ANALOG DEVICES INC COMADI55$9,0220.01%
436ISHARES CURRENCY HEDGED MSCI EUROZONE ETF46434V639322$8,9450.01%
437ARISTA NETWORKS INC COMANET73$8,8590.00%
438HEICO CORP NEW COMHEI-A57$8,7570.00%
439SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF78464A367386$8,6660.00%
440SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF808524888274$8,6230.00%
441INVESCO BULLETSHARES 2026 CORPORATE BOND ETFIVZ454$8,5920.00%
442ADVANCED MICRO DEVICES INC COMAMD131$8,4850.00%
443HOULIHAN LOKEY INC CL AHLI97$8,4550.00%
444SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETF808524730338$8,3760.00%
445INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETFIVZ358$8,2130.00%
446GALLAGHER ARTHUR J & CO COM36357610943$8,1070.00%
447ISHARES ESG AWARE MSCI USA SMALL-CAP ETF46435U663246$8,0880.00%
448FORTIVE CORP COMFTV125$8,0310.00%
449KELLANOVA COMBEKE112$7,9790.00%
450NETFLIX INC COMNFLX27$7,9620.00%
451ARES MANAGEMENT CORPORATION CL A COM STKARES-PB115$7,8710.00%
452WALGREENS BOOTS ALLIANCE INC COM931427108210$7,8460.00%
453MDU RES GROUP INC COM552690109253$7,6760.00%
454ARES CAPITAL CORP COMARCC415$7,6650.00%
455APPLIED MATLS INC COM03822210578$7,5960.00%
456ISHARES RUSSELL 1000 GROWTH ETF46428761435$7,4980.00%
457ISHARES ESG ADVANCED MSCI EAFE ETF46436E759135$7,3260.00%
458HANCOCK JOHN PREM DIVID FD COM SH BEN INT41013T105561$7,2590.00%
459TERADYNE INC COMTER83$7,2500.00%
460SPDR S&P MIDCAP 400 ETF TRUSTMDY16$7,0850.00%
461VANECK BIOTECH ETF92189F72644$7,0290.00%
462ISHARES ESG AWARE MSCI EAFE ETF46435G516105$6,9030.00%
463SONY GROUP CORP SPONSORED ADRSNEJF90$6,8650.00%
464ZOOM VIDEO COMMUNICATIONS INC CL AZM100$6,7740.00%
465MONOLITHIC PWR SYS INC COM60983910519$6,7190.00%
466BLACKROCK U.S. CARBON TRANSITION READINESS ETFBLK158$6,7020.00%
467ISHARES GLOBAL UTILITIES ETF464288711109$6,5590.00%
468ALEXANDRIA REAL ESTATE EQ INC COM01527110945$6,5550.00%
469CLEVELAND-CLIFFS INC NEW COMCLF400$6,4440.00%
470VANECK LONG MUNI ETF92189F536361$6,3030.00%
471QUALYS INC COMQLYS56$6,2850.00%
472STARWOOD PPTY TR INC COMSTHO330$6,0490.00%
473FS KKR CAP CORP COMFSK345$6,0380.00%
474TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS87403910081$6,0340.00%
475GREYSTONE HOUSING IMPACT INVES BEN UNIT CTFGHI345$6,0030.00%
476BIO RAD LABS INC CL A09057220714$5,8870.00%
477TARGET CORP COMTGT39$5,8130.00%
478WEYERHAEUSER CO MTN BE COM NEWWY184$5,7040.00%
479ROPER TECHNOLOGIES INC COMROP13$5,6170.00%
480OGE ENERGY CORP COMOGE141$5,5770.00%
481REAL ESTATE SELECT SECTOR SPDR FUND81369Y860145$5,3550.00%
482ZIMMER BIOMET HOLDINGS INC COMZBH42$5,3550.00%
483ISHARES ESG AWARE MSCI EM ETF46434G863178$5,3520.00%
484WEST PHARMACEUTICAL SVSC INC COM95530610522$5,1780.00%
485STERIS PLC SHS USDSTE28$5,1710.00%
486ISHARES CORE MSCI EMERGING MARKETS ETF46434G103108$5,0440.00%
487KAYNE ANDERSON ENERGY INFRSTR COM486606106589$5,0420.00%
488MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP559080106100$5,0210.00%
489AUTOZONE INC COMAZO2$4,9320.00%
490ISHARES ESG AWARE USD CORPORATE BOND ETF46435G193217$4,8390.00%
491IRIDIUM COMMUNICATIONS INC COMIRDM94$4,8320.00%
492EVERCORE INC CLASS AEVR44$4,8000.00%
493RELIANCE INC COMRS23$4,6560.00%
494NEWS CORP NEW CL ANWSLL255$4,6410.00%
495BIO-TECHNE CORP COMTECH56$4,6410.00%
496ROYALTY PHARMA PLC SHS CLASS ARPRX115$4,5450.00%
497HONDA MOTOR LTD ADR ECH CNV IN 3HNDAF196$4,4810.00%
498BURLINGTON STORES INC COMBURL22$4,4610.00%
499VANGUARD CONSUMER DISCRETIONARY ETF92204A10820$4,3800.00%
500ACTIVISION BLIZZARD INC COM00507V10956$4,2870.00%