Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Global Financial Private Client, LLC

Quarter ended Q1 2024 · Filed May 16, 2024 · Accession 0002023568-24-000014

Total Value
$193.9M
Positions
686
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB US DIVIDEND EQUITY ETF808524797158,292$11.6M6.01%
2APPLE INC COMAAPL68,707$11.4M5.90%
3BERKSHIRE HATHAWAY INC DEL CL ABRK-A15$7.0M3.64%
4SPDR S&P 500 ETF TRUSTSPY15,532$6.4M3.30%
5VANGUARD S&P 500 ETF92290836314,580$5.5M2.84%
6MICROSOFT CORP COMMSFT15,082$4.3M2.24%
7VANGUARD RUSSELL 2000 ETF92206C66454,126$3.9M2.02%
8CHEVRON CORP NEW COMCVX20,758$3.5M1.82%
9SPDR PORTFOLIO S&P 500 VALUE ETF78464A50885,788$3.5M1.81%
10ISHARES U.S. AEROSPACE & DEFENSE ETF46428876029,217$3.4M1.76%
11SCHWAB INTERNATIONAL EQUITY ETF80852480589,193$3.1M1.62%
12INVESCO BULLETSHARES 2023 CORP BD ETFIVZ145,946$3.1M1.59%
13VANGUARD GROWTH ETF92290873611,581$2.9M1.49%
14INVESCO S&P 500 EQUAL WEIGHT ETFIVZ18,046$2.6M1.35%
15EXXON MOBIL CORP COMXOM21,118$2.5M1.27%
16ISHARES IBONDS DEC 2023 TERM MUNI BD ETF46435G31896,452$2.5M1.27%
17ISHARES CORE S&P 500 ETF4642872005,865$2.4M1.25%
18PEPSICO INC COMPEP13,254$2.4M1.25%
19MCDONALDS CORP COMMCD8,172$2.3M1.19%
20MERCK & CO INC COMMRK18,761$2.0M1.06%
21SCHWAB EMERGING MARKETS EQUITY ETF80852470679,200$2.0M1.01%
22ISHARES PREFERRED & INCOME SECURITIES ETF46428868760,719$1.9M0.98%
23HOME DEPOT INC COMHD5,941$1.8M0.91%
24CVS HEALTH CORP COMCVS22,145$1.7M0.87%
25GOLDMAN SACHS GROUP INC COMGSCE5,160$1.7M0.87%
26PACER US CASH COWS 100 ETF69374H88133,647$1.6M0.83%
27ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF46435U69761,259$1.6M0.82%
28ENERGY SELECT SECTOR SPDR FUND81369Y50618,205$1.6M0.81%
29TEXAS INSTRS INC COM8825081048,278$1.5M0.79%
30INVESCO BULLETSHARES 2024 CORPORATE BOND ETFIVZ73,171$1.5M0.78%
31NUCOR CORP COMNUE9,473$1.5M0.76%
32BANK AMERICA CORP COM06050510446,939$1.3M0.69%
33CUMMINS INC COMCMI5,484$1.3M0.68%
34JOHNSON & JOHNSON COMJNJ8,174$1.3M0.66%
35PACCAR INC COMPCAR17,240$1.3M0.65%
36FINANCIAL SELECT SECTOR SPDR FUND81369Y60539,083$1.3M0.65%
37SPDR S&P SEMICONDUCTOR ETF78464A8626,091$1.3M0.65%
38AFLAC INC COMAFL19,214$1.2M0.64%
39CISCO SYS INC COMCSCO23,207$1.2M0.63%
40LOCKHEED MARTIN CORP COMLMT2,438$1.2M0.61%
41PFIZER INC COMPFE27,924$1.2M0.60%
42SEACOAST BKG CORP FLA COM NEWSE47,951$1.1M0.59%
43INVESCO QQQ TRUST SERIES IIVZ3,514$1.1M0.58%
44SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF78464A47437,718$1.1M0.58%
45VANGUARD SHORT-TERM BOND ETF92193782714,549$1.1M0.57%
46ISHARES MSCI PACIFIC EX-JAPAN ETF46428666524,929$1.1M0.57%
47EOG RES INC COMEOG8,794$1.1M0.55%
48AUTOMATIC DATA PROCESSING INC COMADP4,888$1.1M0.55%
49ISHARES U.S. TECHNOLOGY ETF46428772111,166$1.0M0.54%
50QUALCOMM INC COMQCOM8,073$1.0M0.52%
51GENERAL DYNAMICS CORP COMGD4,310$1.0M0.52%
52SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X88930,874$999,7000.52%
53ISHARES MSCI EAFE VALUE ETF46428887718,583$912,4250.47%
54SPDR SSGA U.S. SECTOR ROTATION ETF78470P40821,374$862,6550.45%
55JPMORGAN CHASE & CO COMVYLD6,459$840,7030.43%
56ZIONS BANCORPORATION N A COM98970110728,854$840,2430.43%
57ISHARES RUSSELL 2000 ETF4642876554,641$828,3260.43%
58FORTINET INC COMFTNT11,672$773,9700.40%
59VANGUARD TOTAL INTERNATIONAL BOND ETF92203J40715,276$747,4550.39%
60COLGATE PALMOLIVE CO COMCL9,858$742,8990.38%
61HEALTH CARE SELECT SECTOR SPDR FUND81369Y2095,660$740,9510.38%
62PROCTER AND GAMBLE CO COM7427181094,803$718,0970.37%
63ISHARES SHORT-TERM NATIONAL MUNI BOND ETF4642881586,840$717,1060.37%
64BOEING CO COMBA-PA3,270$704,5210.36%
65VANGUARD INDUSTRIALS ETF92204A6033,567$681,4400.35%
66AMAZON COM INC COMAMZN6,640$680,0860.35%
67ALPHABET INC CAP STK CL CGOOG6,340$665,1290.34%
68DOVER CORP COMDOV4,415$664,5460.34%
69JANUS HENDERSON GROUP PLC ORD SHSJHG25,041$663,3360.34%
70ISHARES CORE MODERATE ALLOCATION ETF46428987516,325$653,8350.34%
71ABBVIE INC COMABBV4,023$645,4390.33%
72INVESCO BULLETSHARES 2025 CORPORATE BOND ETFIVZ31,361$638,5100.33%
73ORACLE CORP COMORCL-PD6,742$633,2090.33%
74INVESCO BULLETSHARES 2026 CORPORATE BOND ETFIVZ32,289$621,0790.32%
75ISHARES BIOTECHNOLOGY ETF4642875564,776$619,7820.32%
76SPDR BLOOMBERG 1-10 YEAR TIPS ETF78468R86132,320$611,4940.32%
77ISHARES TIPS BOND ETF4642871765,477$604,2780.31%
78VANGUARD MORTGAGE-BACKED SECURITIES ETF92206C77112,936$604,1110.31%
79SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X1091,793$602,2870.31%
80ISHARES CORE TOTAL USD BOND MARKET ETF46434V61312,924$596,8300.31%
81INDUSTRIAL SELECT SECTOR SPDR FUND81369Y7045,834$591,3340.31%
82HEALTHCARE RLTY TR CL A COM42226K10530,403$590,4390.31%
83DISNEY WALT CO COM2546871065,763$574,9230.30%
84META PLATFORMS INC CL AMETA2,621$558,4560.29%
85ALPHABET INC CAP STK CL AGOOG5,244$547,2640.28%
86US BANCORP DEL COM NEWUSB-PS15,300$545,2920.28%
87VANGUARD CONSUMER DISCRETIONARY ETF92204A1082,154$540,4170.28%
88CONSUMER STAPLES SELECT SECTOR SPDR FUND81369Y3087,035$528,3290.27%
89LAM RESEARCH CORP COMLRCX1,006$524,6390.27%
90INVESCO SOLAR ETFIVZ6,716$512,8340.26%
91NVIDIA CORPORATION COMNVDA1,814$507,2850.26%
92ELI LILLY & CO COMLLY1,439$504,8740.26%
93ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF4642875151,668$504,6880.26%
94ISHARES ESG AWARE MSCI USA ETF46435G4255,513$499,8090.26%
95VANGUARD INTERMEDIATE-TERM BOND ETF9219378196,444$495,7370.26%
96SPDR S&P DIVIDEND ETF78464A7633,999$495,0760.26%
97BIOGEN INC COMBIIB1,782$494,2200.26%
98COCA COLA CO COMKO7,667$478,4390.25%
99VANGUARD SHORT-TERM CORPORATE BOND ETF92206C4096,255$477,5070.25%
100ISHARES U.S. HEALTHCARE PROVIDERS ETF4642888281,877$474,9280.25%
101RTX CORPORATION COMRTX4,717$474,4360.25%
102SYNOPSYS INC COMSNPS1,124$437,2980.23%
103MATERIALS SELECT SECTOR SPDR FUND81369Y1005,351$434,3410.22%
104PALO ALTO NETWORKS INC COMPANW2,207$433,3000.22%
105ISHARES MBS ETF4642885884,507$427,7140.22%
106TECHNOLOGY SELECT SECTOR SPDR FUND81369Y8032,703$407,5310.21%
107BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A1,306$405,2650.21%
108SPDR PORTFOLIO EMERGING MARKETS ETF78463X50911,653$399,8140.21%
109RAYMOND JAMES FINL INC COM7547301094,282$394,3720.20%
110UNITEDHEALTH GROUP INC COMUNH792$391,3980.20%
111GILEAD SCIENCES INC COMGILD4,631$385,4840.20%
112ISHARES MSCI EAFE ETF4642874655,332$384,3840.20%
113NEXTERA ENERGY INC COMNEE-PW4,939$378,6730.20%
114AT&T INC COMT-PC19,320$374,6330.19%
115HCI GROUP INC COMHCIIP6,957$371,7820.19%
116KRATOS DEFENSE & SEC SOLUTIONS COM NEW50077B20727,996$370,1070.19%
117ISHARES EXPANDED TECH SECTOR ETF4642875491,085$367,6200.19%
118WALMART INC COMWMT2,471$367,5460.19%
119AAR CORP COMAIR6,606$364,6510.19%
120ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF46435U25913,967$356,2980.18%
121ISHARES CORE MSCI PACIFIC ETF46434V6966,177$352,7680.18%
122ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF46435U43213,167$349,9790.18%
123ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF4642882813,966$342,0280.18%
124VISA INC COM CL AV1,448$331,7070.17%
125AMGEN INC COMAMGN1,324$323,6390.17%
126VANECK SEMICONDUCTOR ETF92189F6761,220$319,2620.16%
127PROSHARES ULTRA QQQ74347R2066,432$317,2260.16%
128INTEL CORP COMINTC9,320$306,5350.16%
129SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R8538,044$303,8220.16%
130TESLA INC COMTSLA1,557$303,2570.16%
131SPDR PORTFOLIO EUROPE ETF78463X1037,888$302,1100.16%
132ISHARES FLOATING RATE BOND ETF46429B6555,999$301,5700.16%
133NORTHROP GRUMMAN CORP COMNOC614$288,0830.15%
134UNION PAC CORP COMUNP1,405$280,3540.14%
135VANGUARD HIGH DIVIDEND YIELD INDEX ETF9219464062,596$275,9550.14%
136ON SEMICONDUCTOR CORP COMON3,333$270,4400.14%
137COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y8524,355$253,5050.13%
138SCHLUMBERGER LTD COM STKSLB4,767$249,4570.13%
139INVESCO S&P 500 TOP 50 ETFIVZ800$249,3680.13%
140ISHARES U.S. TREASURY BOND ETF46429B26710,611$248,3500.13%
141FORD MTR CO DEL COM34537086019,055$241,6240.12%
142MASTERCARD INCORPORATED CL AMA658$241,1370.12%
143SOUTHWEST AIRLS CO COM8447411087,562$239,6620.12%
144ISHARES U.S. ENERGY ETF4642877965,235$238,9780.12%
145DANAHER CORPORATION COM235851102944$236,0850.12%
146HONEYWELL INTL INC COM4385161061,204$232,7090.12%
147SPDR PORTFOLIO S&P 400 MID CAP ETF78464A8475,284$232,1790.12%
148FIRST SOLAR INC COMFSLR1,108$231,0070.12%
149TJX COS INC NEW COM8725401092,759$217,5750.11%
150ISHARES MSCI EAFE GROWTH ETF4642888852,295$215,5230.11%
151INTERNATIONAL BUSINESS MACHS COMINTR1,620$213,9370.11%
152BOSTON SCIENTIFIC CORP COMBSX4,292$213,3980.11%
153UNITED PARCEL SERVICE INC CL BUPS1,100$213,0920.11%
154WASTE MGMT INC DEL COM94106L1091,266$207,4590.11%
155ABBOTT LABS COMABLZF2,013$204,5320.11%
156BRISTOL-MYERS SQUIBB CO COMCELG-RI2,869$199,9750.10%
157SPDR S&P INTERNATIONAL SMALL CAP ETF78463X8716,085$190,0580.10%
158GENERAL MLS INC COM3703341042,193$188,4230.10%
159INVESCO NASDAQ INTERNET ETFIVZ1,326$186,3030.10%
160DARDEN RESTAURANTS INC COMDRI1,207$185,7450.10%
161AMERICAN EXPRESS CO COMAXP1,132$185,3990.10%
162SPDR GOLD SHARESGLD973$179,5570.09%
163ENPHASE ENERGY INC COMENPH884$179,0980.09%
164AEROJET ROCKETDYNE HLDGS INC COM0078001053,128$176,0130.09%
165VANGUARD FTSE EMERGING MARKETS ETF9220428584,315$175,0600.09%
166SERVICE CORP INTL COM8175651042,493$172,3410.09%
167STARBUCKS CORP COMSBUX1,636$171,5720.09%
168ROYAL CARIBBEAN GROUP COMV7780T1032,572$165,2510.09%
169ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF4642865332,976$162,9660.08%
170VANGUARD COMMUNICATION SERVICES ETF92204A8841,673$162,1640.08%
171CATERPILLAR INC COMCAT701$161,1390.08%
172CROWDSTRIKE HLDGS INC CL ACRWD1,170$159,7640.08%
173SCHWAB CHARLES CORP COMSCHW-PJ3,077$158,6810.08%
174BLACKROCK ULTRA SHORT-TERM BOND ETF46434V8783,030$151,8030.08%
175ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF4642872421,301$143,0190.07%
176SPDR SSGA FIXED INCOME SECTOR ROTATION ETF78470P5075,415$142,8480.07%
177HUMANA INC COMHUM273$139,2980.07%
178TRAVELERS COMPANIES INC COMTRV800$137,8320.07%
179ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF46435G6722,784$136,6670.07%
180MARRIOTT INTL INC NEW CL A571903202830$136,5020.07%
181ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4642871501,494$135,6700.07%
182ALCOA CORP COMAA3,242$135,4180.07%
183INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETFIVZ9,069$131,1380.07%
184SHOPIFY INC CL ASHOP2,704$128,9270.07%
185VANGUARD TOTAL STOCK MARKET ETF922908769624$127,6950.07%
186MONDELEZ INTL INC CL A6092071051,813$127,3090.07%
187BEST BUY INC COMBBY1,615$126,7940.07%
188DELTA AIR LINES INC DEL COM NEWDAL3,651$125,5580.06%
189PNC FINL SVCS GROUP INC COM693475105975$121,8750.06%
190CORTEVA INC COMCTVA1,948$118,8280.06%
191PHILIP MORRIS INTL INC COM7181721091,198$117,2840.06%
192INVENTRUST PPTYS CORP COM NEW46124J2014,992$116,7630.06%
193VANGUARD FINANCIALS ETF92204A4051,500$116,6250.06%
194PRUDENTIAL FINL INC COMPUKPF1,409$116,1440.06%
195LINDE PLC SHSLIN319$114,2340.06%
196MODERNA INC COMMRNA709$113,0710.06%
197ISHARES CORE S&P SMALL CAP ETF4642878041,155$111,7920.06%
198VERIZON COMMUNICATIONS INC COMVZ2,826$110,8360.06%
199ALBEMARLE CORP COMALB-PA507$110,7440.06%
200CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y407745$110,3870.06%
201AMERICAN ELEC PWR CO INC COM0255371011,213$110,2620.06%
202ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF46431W8533,834$105,8570.05%
203COMCAST CORP NEW CL ACCZ2,780$105,6680.05%
204T-MOBILE US INC COMTMUSZ718$105,3740.05%
205COSTCO WHSL CORP NEW COM22160K105211$104,8730.05%
206NIKE INC CL BNKE849$103,2980.05%
207ISHARES SELECT DIVIDEND ETF464287168868$101,8340.05%
208PHILLIPS 66 COMPSX987$101,5720.05%
209SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R6631,107$101,2570.05%
210THERMO FISHER SCIENTIFIC INC COMTMO173$98,6220.05%
211PLUG POWER INC COM NEWPLUG8,831$98,2010.05%
212KIMBERLY-CLARK CORP COMKMB720$97,2070.05%
213BLACKSTONE INC COMBX1,142$97,0240.05%
214SPDR PORTFOLIO LONG TERM TREASURY ETF78464A6643,132$96,9350.05%
215THE CIGNA GROUP COM125523100369$96,6780.05%
216VANGUARD SMALL-CAP ETF922908751508$96,2510.05%
217MORGAN STANLEY COM NEWMS-PQ1,090$95,0040.05%
218D R HORTON INC COM23331A109963$94,4900.05%
219ISHARES MORNINGSTAR SMALL CAP VALUE ETF4642887031,800$93,9170.05%
220SANOFI SPONSORED ADRSNYNF1,727$93,5690.05%
221ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF464288612868$90,9140.05%
222GE AEROSPACE COM NEW369604301924$89,5540.05%
223FIRST TRUST TECHNOLOGY ALPHADEX FUND33734X176854$89,4650.05%
224VANGUARD MID-CAP ETF922908629423$89,0750.05%
225MOTOROLA SOLUTIONS INC COM NEWMSI308$87,9120.05%
226AMERICAN AIRLS GROUP INC COM02376R1026,000$86,5200.04%
227HARLEY DAVIDSON INC COMHOG2,244$86,4840.04%
228LOWES COS INC COM548661107421$85,8800.04%
229SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF78464A3914,033$85,3380.04%
230ISHARES MSCI USA MIN VOL FACTOR ETF46429B6971,167$85,2260.04%
231ISHARES CORE AGGRESSIVE ALLOCATION ETF4642898591,325$84,6540.04%
232NORFOLK SOUTHN CORP COM655844108396$82,6770.04%
233AGCO CORP COMAGCO620$82,6580.04%
234CDW CORP COMCDW416$80,5750.04%
235ARCHER DANIELS MIDLAND CO COMADM986$79,2940.04%
236VANGUARD FTSE EUROPE ETF9220428741,278$78,4440.04%
237SKYWORKS SOLUTIONS INC COMSWKS663$77,8300.04%
238WELLS FARGO CO NEW COM9497461012,021$76,2320.04%
239DOLLAR GEN CORP NEW COM256677105359$76,0610.04%
240ZOETIS INC CL AZTS445$74,6090.04%
241PPG INDS INC COM693506107532$74,5010.04%
242SHELL PLC SPON ADSRYDAF1,228$74,3060.04%
243DOLLAR TREE INC COMDLTR500$74,0050.04%
244CANO HEALTH INC COM CL A13781Y20254,856$73,5070.04%
245FEDEX CORP COMFDX320$73,3780.04%
246CADENCE DESIGN SYSTEM INC COMCDNS346$73,1410.04%
247SMUCKER J M CO COM NEW832696405454$71,7240.04%
248SPDR BLACKSTONE SENIOR LOAN ETF78467V6081,738$71,6400.04%
249AON PLC SHS CL AAON222$70,3920.04%
250ACCENTURE PLC IRELAND SHS CLASS AACN243$69,4590.04%
251DISCOVER FINL SVCS COM254709108700$69,1740.04%
252FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF33738R6051,496$67,5440.03%
253ISHARES CONVERTIBLE BOND ETF46435G102925$66,8960.03%
254SPDR S&P AEROSPACE & DEFENSE ETF78464A631565$66,6980.03%
255AMERICAN TOWER CORP NEW COM03027X100326$65,5590.03%
256WISDOMTREE U.S. SMALLCAP FUNDWT1,500$64,6800.03%
257SYSCO CORP COMSYY819$64,0130.03%
258SPDR PORTFOLIO MORTGAGE BACKED BOND ETF78464A3832,874$63,8320.03%
259HARTFORD FINL SVCS GROUP INC COMHIG-PG902$63,2830.03%
260TOTALENERGIES SE SPONSORED ADSTTE1,000$63,1400.03%
261CAPITAL ONE FINL CORP COM14040H105631$60,7780.03%
262MID-AMER APT CMNTYS INC COM59522J103404$60,5270.03%
263ABRDN PHYSICAL GOLD SHARES ETF00326A1043,182$60,4990.03%
264GENUINE PARTS CO COMGPC357$60,0760.03%
265DUKE ENERGY CORP NEW COM NEWDUKB628$59,7170.03%
266PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A467648$59,2980.03%
267ZEBRA TECHNOLOGIES CORPORATION CL AZBRA185$57,6550.03%
268SALESFORCE INC COMCRM293$57,5720.03%
269INTUIT COMINTU129$56,8460.03%
270LITHIUM AMERICAS ARGENTINA COR COM SHS53681K1002,570$55,2810.03%
271TYSON FOODS INC CL ATSN910$54,0630.03%
272ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V4071,305$54,0140.03%
273BROADCOM INC COMAVGO84$53,9670.03%
274BRUKER CORP COMBRKRP691$53,9260.03%
275SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF78464A3751,655$53,8870.03%
276METLIFE INC COMMET-PF908$52,6370.03%
277ISHARES FALLEN ANGELS USD BOND ETF46435G4742,090$52,5530.03%
278STATE STR CORP COMSTT-PG693$52,2940.03%
279WATERS CORP COM941848103168$51,9200.03%
280VERTEX ENERGY INC COMVERX5,000$51,6500.03%
281GLACIER BANCORP INC NEW COMGBCI1,239$51,3570.03%
282ISHARES 10-20 YEAR TREASURY BOND ETF464288653445$50,9440.03%
283FINWARD BANCORP COMFNWD1,707$50,6130.03%
284GENERAL MTRS CO COM37045V1001,366$49,5720.03%
285HUNT J B TRANS SVCS INC COM445658107280$48,5580.03%
286UNILEVER PLC SPON ADR NEWUNLYF919$48,4310.03%
287CONOCOPHILLIPS COMCOP444$48,1380.02%
288AIR PRODS & CHEMS INC COMAIIR163$47,1140.02%
289ISHARES U.S. CONSUMER DISCRETIONARY ETF464287580728$46,8690.02%
290VERTEX PHARMACEUTICALS INC COMVRTX144$45,5520.02%
291ISHARES RUSSELL 1000 ETF464287622201$45,4100.02%
292BANK NEW YORK MELLON CORP COM064058100981$44,2920.02%
293SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF78468R2001,435$43,5810.02%
294ISHARES CORE HIGH DIVIDEND ETF46429B663415$42,6950.02%
295SAP SE SPON ADRSAPGF337$42,5700.02%
296ALTRIA GROUP INC COMMO928$41,7590.02%
297CHARGEPOINT HOLDINGS INC COM CL ACHPT4,029$41,5390.02%
298AMERIPRISE FINL INC COM03076C106133$40,7340.02%
299DEERE & CO COMDE98$40,6690.02%
300GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF37954Y6241,693$40,0730.02%
301ISHARES U.S. BASIC MATERIALS ETF464287838295$39,2850.02%
302CLOROX CO DEL COMCLX250$39,1880.02%
303KRAFT HEINZ CO COMKHC998$38,7720.02%
304ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396273$38,7200.02%
305SPDR S&P HOMEBUILDERS ETF78464A888570$38,6690.02%
306PACKAGING CORP AMER COM695156109275$38,5830.02%
307ISHARES S&P SMALL-CAP 600 VALUE ETF464287879402$37,6230.02%
308BCE INC COM NEWBCPPF813$36,8610.02%
309PRINCIPAL FINANCIAL GROUP INC COMPFG500$36,8200.02%
310AXCELIS TECHNOLOGIES INC COM NEWACLS278$36,8130.02%
311GSK PLC SPONSORED ADRGLAXF1,020$36,6690.02%
312VANGUARD FTSE DEVELOPED MARKETS ETF921943858805$36,6600.02%
313ISHARES CORE U.S. AGGREGATE BOND ETF464287226367$36,6340.02%
314REGENERON PHARMACEUTICALS COMREGN44$36,3520.02%
315ISHARES RUSSELL 1000 VALUE ETF464287598235$35,9760.02%
316ISHARES U.S. INFRASTRUCTURE ETF46435U713965$35,9370.02%
317AMERICAN HOMES 4 RENT CL AAMH-PG1,141$35,9070.02%
318EMERSON ELEC CO COMEMR404$35,2450.02%
319ISHARES GLOBAL ENERGY ETF464287341890$35,2170.02%
320INVESCO S&P 500 PURE GROWTH ETFIVZ229$35,1720.02%
321ISHARES GOLD TRUSTIAU934$35,1650.02%
322NEWMONT CORP COMNEMCL708$35,0250.02%
323CMS ENERGY CORP COMCMS-PC557$33,9990.02%
324BLACKROCK INC COMBLK51$33,9870.02%
325BP PLC SPONSORED ADRBPPFF852$33,8580.02%
326KEYCORP COM4932671082,648$32,7560.02%
327XENIA HOTELS & RESORTS INC COMXHR2,528$32,4340.02%
3283M CO COMMMM310$32,4170.02%
329S&P GLOBAL INC COMSPGI92$31,9430.02%
330MARATHON PETE CORP COMMARA235$31,8750.02%
331VANECK INTERMEDIATE MUNI ETF92189H201680$31,5590.02%
332SPDR PORTFOLIO AGGREGATE BOND ETF78464A6491,200$30,9960.02%
333MEDTRONIC PLC SHSMDT389$30,9920.02%
334PUBLIC STORAGE OPER CO COMPSA-PS100$30,7700.02%
335SPDR S&P TRANSPORTATION ETF78464A532425$30,3880.02%
336CORNING INC COMGLW865$30,2320.02%
337VANGUARD SMALL CAP VALUE ETF922908611190$30,1830.02%
338VANGUARD FTSE PACIFIC ETF922042866441$30,1600.02%
339CANADIAN NATL RY CO COM136375102248$29,5640.02%
340MARSH & MCLENNAN COS INC COM571748102175$29,5100.02%
341WELLS FARGO CO NEW PERP PFD CNV A94974680425$29,2250.02%
342OPPENHEIMER HLDGS INC CL A NON VTGOPY750$28,8900.01%
343GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFNVGLF350$28,5500.01%
344INTERCONTINENTAL EXCHANGE INC COM45866F104268$28,2530.01%
345ECOLAB INC COMECL168$27,8910.01%
346SPDR PORTFOLIO TIPS ETF78464A6561,030$27,2740.01%
347L3HARRIS TECHNOLOGIES INC COMLHX137$27,2560.01%
348SENSUS HEALTHCARE INC COMSRTS5,000$26,4000.01%
349INVESCO FTSE RAFI US 1000 ETFIVZ161$25,3620.01%
350CHEWY INC CL ACHWY678$25,1810.01%
351GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC307$25,1160.01%
352FRONTIER COMMUNICATIONS PARENT COM35909D1091,114$24,8310.01%
353EVERSOURCE ENERGY COMES318$24,6160.01%
354VANGUARD ENERGY ETF92204A306201$24,0560.01%
355NOVARTIS AG SPONSORED ADRNVSEF258$23,8700.01%
356VANGUARD CONSUMER STAPLES ETF92204A207122$23,7560.01%
357EDISON INTL COM281020107336$23,7010.01%
358REPUBLIC SVCS INC COM760759100168$22,8700.01%
359SPDR S&P 600 SMALL CAP GROWTH ETF78464A201308$22,7400.01%
360PACER TRENDPILOT US LARGE CAP ETF69374H105582$22,2380.01%
361INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETFIVZ499$22,2200.01%
362WISDOMTREE GLOBAL HIGH DIVIDEND FUNDWT468$22,0780.01%
363ELEVANCE HEALTH INC COMELV46$21,9190.01%
364ROYAL BK CDA COM780087102224$21,8580.01%
365PARKER-HANNIFIN CORP COMPH64$21,7070.01%
366BAXTER INTL INC COM071813109536$21,4490.01%
367BUNGE GLOBAL SA COM SHSBG221$21,3620.01%
368IQ MERGER ARBITRAGE ETF45409B800667$21,0640.01%
369FIRST TRUST SENIOR LOAN FUND33738D309460$20,8470.01%
370MICRON TECHNOLOGY INC COMMU347$20,6850.01%
371TRUIST FINL CORP COM89832Q109618$20,4740.01%
372BLOCK INC CL ABSQKZ300$20,3490.01%
373CBIZ INC COMCBZ406$20,1620.01%
374OMNICOM GROUP INC COMOMC211$20,0870.01%
375DIAGEO PLC SPON ADR NEWDGEAF110$19,9800.01%
376GOLD FIELDS LTD SPONSORED ADRGFIOF1,470$19,7860.01%
377BOISE CASCADE CO DEL COMBCC307$19,4670.01%
378KINDER MORGAN INC DEL COMEP-PC1,091$19,2670.01%
379INVESCO FTSE RAFI US 1500 SMALL-MID ETFIVZ114$18,7370.01%
380BOOZ ALLEN HAMILTON HLDG CORP CL ABAH195$18,5270.01%
381BALL CORP COMBALL332$18,2870.01%
382GLOBAL NET LEASE INC COM NEWGNL-PE1,423$18,2570.01%
383CROWN CASTLE INC COMCCI136$17,9820.01%
384SCHWAB U.S. REIT ETF808524847930$17,9770.01%
385WARNER BROS DISCOVERY INC COM SER AWBD1,211$17,9350.01%
386CITIZENS FINL GROUP INC COMCIA571$17,2440.01%
387PALANTIR TECHNOLOGIES INC CL APLTR2,000$16,7600.01%
388SCHWAB U.S. SMALL-CAP ETF808524607398$16,6800.01%
389CHARTER COMMUNICATIONS INC NEW CL A16119P10846$16,3860.01%
390VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870203$16,3350.01%
391GLOBAL PMTS INC COM37940X102153$16,2030.01%
392SOUTHERN CO COMSOMN233$16,0700.01%
393ISHARES U.S. INDUSTRIALS ETF464287754160$16,0660.01%
394ISHARES MSCI KLD 400 SOCIAL ETF464288570203$15,8340.01%
395SEMPRA COMSREA105$15,7060.01%
396SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF78463X863581$15,4950.01%
397GALLAGHER ARTHUR J & CO COM36357610980$15,4610.01%
398UTILITIES SELECT SECTOR SPDR FUND81369Y886229$15,3960.01%
399SPDR DOW JONES REIT ETF78464A607174$15,3450.01%
400SPDR ICE PREFERRED SECURITIES ETF78464A292450$15,2870.01%
401WATSCO INC COMWSO-B47$15,0490.01%
402INGREDION INC COMINGR146$14,9660.01%
403ONEOK INC NEW COMOKE230$14,9640.01%
404GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETFNVGLF475$14,7680.01%
405FOUR CORNERS PPTY TR INC COM35086T109550$14,7020.01%
406PAYPAL HLDGS INC COMPYPL195$14,6820.01%
407VANGUARD TAX-EXEMPT BOND ETF922907746288$14,5670.01%
408TRACTOR SUPPLY CO COMTSCO60$14,5000.01%
409VANGUARD TOTAL INTERNATIONAL STOCK ETF921909768260$14,4590.01%
410ISHARES NORTH AMERICAN NATURAL RESOURCES ETF464287374355$14,4410.01%
411QIAGEN NV SHS NEWQGEN314$14,2900.01%
412SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF78464A672493$14,2870.01%
413SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF78464A359210$14,0410.01%
414LYONDELLBASELL INDUSTRIES N V SHS - A -LYB146$13,8990.01%
415ILLINOIS TOOL WKS INC COM45230810956$13,6850.01%
416SPDR BLOOMBERG HIGH YIELD BOND ETF78468R622146$13,4740.01%
417MGM RESORTS INTERNATIONAL COMMGM300$13,2750.01%
418NICE LTD SPONSORED ADRNCSYF59$13,2690.01%
419BIONTECH SE SPONSORED ADSBNTX100$12,9530.01%
420ISHARES ESG ADVANCED MSCI USA ETF46436E767390$12,9030.01%
421ADVANCED MICRO DEVICES INC COMAMD131$12,6490.01%
422INTERNATIONAL PAPER CO COM460146103348$12,5140.01%
423EATON CORP PLC SHSETN72$12,2790.01%
424ARISTA NETWORKS INC COMANET73$12,2450.01%
425MEDPACE HLDGS INC COMMEDP64$12,1690.01%
426THOMSON REUTERS CORP. COMTMSOF90$11,7920.01%
427SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF78468R721250$11,6950.01%
428AMERICAN WTR WKS CO INC NEW COM03042010380$11,6350.01%
429SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF808524748343$11,4530.01%
430F N B CORP COM3025201011,000$11,4100.01%
431ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF46436E619263$11,3770.01%
432ROCKWELL AUTOMATION INC COMROK39$11,3600.01%
433VANGUARD DIVIDEND APPRECIATION ETF92190884472$11,1640.01%
434CHUBB LIMITED COMCB56$11,0140.01%
435AVALONBAY CMNTYS INC COMAWX65$10,8600.01%
436INVESCO FTSE RAFI EMERGING MARKETS ETFIVZ589$10,8430.01%
437ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF46431W705118$10,8410.01%
438PPL CORP COMPPLC393$10,8390.01%
439ENTERPRISE PRODS PARTNERS L P COM293792107414$10,8100.01%
440ANALOG DEVICES INC COMADI55$10,7950.01%
441HUNTINGTON BANCSHARES INC COMHBANP946$10,5670.01%
442PEMBINA PIPELINE CORP COMPPLOF319$10,5530.01%
443BLACK HILLS CORP COMBKH168$10,5150.01%
444M & T BK CORP COM55261F10488$10,4490.01%
445SOLAREDGE TECHNOLOGIES INC COMSEDG35$10,4410.01%
446HALEON PLC SPON ADSHLNCF1,275$10,4170.01%
447KEURIG DR PEPPER INC COMKDP288$10,1920.01%
448ISHARES CURRENCY HEDGED MSCI EUROZONE ETF46434V639322$10,1720.01%
449BLACKROCK SHORT DURATION BOND ETF46431W507200$9,8950.01%
450HEICO CORP NEW COMHEI-A57$9,8180.01%
451VIATRIS INC COMVTRS997$9,5810.00%
452INVESCO MSCI SUSTAINABLE FUTURE ETFIVZ196$9,5510.00%
453ARES MANAGEMENT CORPORATION CL A COM STKARES-PB115$9,4610.00%
454ISHARES CORE 1-5 YEAR USD BOND ETF46432F859200$9,4320.00%
455NETFLIX INC COMNFLX27$9,4040.00%
456MONOLITHIC PWR SYS INC COM60983910519$9,3660.00%
457SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF808524888274$9,3020.00%
458FIRST TRUST HEALTH CARE ALPHADEX FUND33734X14386$9,2610.00%
459LEIDOS HOLDINGS INC COMLDOS99$9,2270.00%
460SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF78464A367386$9,1370.00%
461TERADYNE INC COMTER83$8,8640.00%
462SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETF808524730338$8,8450.00%
463ISHARES RUSSELL 1000 GROWTH ETF46428761435$8,5630.00%
464FORTIVE CORP COMFTV125$8,4750.00%
465HOULIHAN LOKEY INC CL AHLI97$8,4490.00%
466ISHARES ESG AWARE MSCI USA SMALL-CAP ETF46435U663246$8,3690.00%
467SONY GROUP CORP SPONSORED ADRSNEJF90$8,2200.00%
468ISHARES ESG ADVANCED MSCI EAFE ETF46436E759135$8,0690.00%
469FIDELITY NATL INFORMATION SVCS COM31620M106148$8,0050.00%
470ADVANCE AUTO PARTS INC COMAAP65$7,9750.00%
471MDU RES GROUP INC COM552690109253$7,6660.00%
472WEST PHARMACEUTICAL SVSC INC COM95530610522$7,6350.00%
473ISHARES ESG AWARE MSCI EAFE ETF46435G516105$7,6080.00%
474ARES CAPITAL CORP COMARCC415$7,5950.00%
475KROGER CO COMKR151$7,5660.00%
476TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS87403910081$7,5200.00%
477KELLANOVA COMBEKE112$7,5160.00%
478WALGREENS BOOTS ALLIANCE INC COM931427108210$7,4470.00%
479CLEVELAND-CLIFFS INC NEW COMCLF400$7,3680.00%
480ZOOM VIDEO COMMUNICATIONS INC CL AZM100$7,3670.00%
481SPDR S&P MIDCAP 400 ETF TRUSTMDY16$7,3280.00%
482BLACKROCK U.S. CARBON TRANSITION READINESS ETFBLK158$7,1670.00%
483VANECK BIOTECH ETF92189F72644$7,1290.00%
484QUALYS INC COMQLYS56$7,1210.00%
485HANCOCK JOHN PREM DIVID FD COM SH BEN INT41013T105561$7,0850.00%
486ISHARES GLOBAL UTILITIES ETF464288711109$6,5680.00%
487BIO RAD LABS INC CL A09057220714$6,5070.00%
488FS KKR CAP CORP COMFSK345$6,3690.00%
489LEGGETT & PLATT INC COMLEG193$6,1550.00%
490GREYSTONE HOUSING IMPACT INVES BEN UNIT CTFGHI348$6,0030.00%
491RELIANCE INC COMRS23$5,9070.00%
492IRIDIUM COMMUNICATIONS INC COMIRDM94$5,8340.00%
493STARWOOD PPTY TR INC COMSTHO330$5,8080.00%
494ROPER TECHNOLOGIES INC COMROP13$5,7300.00%
495ACTIVISION BLIZZARD INC COM00507V10966$5,6320.00%
496ISHARES ESG AWARE MSCI EM ETF46434G863178$5,6110.00%
497ALEXANDRIA REAL ESTATE EQ INC COM01527110945$5,5960.00%
498WEYERHAEUSER CO MTN BE COM NEWWY184$5,5200.00%
499MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP559080106100$5,4600.00%
500ZIMMER BIOMET HOLDINGS INC COMZBH42$5,3780.00%