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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 0002023568-24-000015

Total Value
$203.3M
Positions
672
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC COMAAPL68,587$13.2M6.50%
2SCHWAB US DIVIDEND EQUITY ETF808524797107,269$7.8M3.86%
3BERKSHIRE HATHAWAY INC DEL CL ABRK-A15$7.8M3.84%
4SPDR S&P 500 ETF TRUSTSPY16,469$7.3M3.60%
5VANGUARD S&P 500 ETF92290836314,516$5.9M2.92%
6MICROSOFT CORP COMMSFT14,739$5.0M2.45%
7SPDR PORTFOLIO S&P 500 VALUE ETF78464A50883,896$3.6M1.79%
8VANGUARD DIVIDEND APPRECIATION ETF92190884421,945$3.6M1.76%
9VANGUARD RUSSELL 2000 ETF92206C66446,111$3.5M1.73%
10SCHWAB INTERNATIONAL EQUITY ETF80852480591,878$3.3M1.62%
11VANGUARD GROWTH ETF92290873611,501$3.3M1.60%
12CHEVRON CORP NEW COMCVX19,690$3.1M1.53%
13INVESCO BULLETSHARES 2023 CORP BD ETFIVZ142,942$3.0M1.49%
14ISHARES CORE S&P 500 ETF4642872005,832$2.6M1.28%
15INVESCO S&P 500 EQUAL WEIGHT ETFIVZ16,941$2.5M1.25%
16ISHARES IBONDS DEC 2023 TERM MUNI BD ETF46435G31892,508$2.4M1.16%
17MCDONALDS CORP COMMCD7,515$2.2M1.09%
18EXXON MOBIL CORP COMXOM20,505$2.2M1.09%
19ISHARES U.S. AEROSPACE & DEFENSE ETF46428876017,422$2.0M1.00%
20MERCK & CO INC COMMRK17,675$2.0M1.00%
21PEPSICO INC COMPEP10,867$2.0M0.99%
22TEXAS INSTRS INC COM88250810410,882$2.0M0.96%
23VANGUARD CONSUMER DISCRETIONARY ETF92204A1086,356$1.8M0.90%
24SCHWAB EMERGING MARKETS EQUITY ETF80852470667,719$1.7M0.83%
25SPDR S&P SEMICONDUCTOR ETF78464A8627,477$1.7M0.82%
26NUCOR CORP COMNUE9,567$1.6M0.78%
27ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF46435U69759,886$1.5M0.76%
28PROCTER AND GAMBLE CO COM7427181099,958$1.5M0.75%
29PACCAR INC COMPCAR17,878$1.5M0.74%
30ISHARES MSCI PACIFIC EX-JAPAN ETF46428666534,890$1.5M0.73%
31INVESCO BULLETSHARES 2024 CORPORATE BOND ETFIVZ71,647$1.5M0.73%
32ENERGY SELECT SECTOR SPDR FUND81369Y50617,988$1.5M0.72%
33HOME DEPOT INC COMHD4,596$1.4M0.70%
34CUMMINS INC COMCMI5,644$1.4M0.69%
35LOCKHEED MARTIN CORP COMLMT3,006$1.4M0.69%
36AFLAC INC COMAFL19,748$1.4M0.68%
37BANK AMERICA CORP COM06050510447,025$1.4M0.68%
38PACER US CASH COWS 100 ETF69374H88128,535$1.4M0.68%
39INVESCO QQQ TRUST SERIES IIVZ3,554$1.3M0.65%
40JOHNSON & JOHNSON COMJNJ8,004$1.3M0.64%
41ISHARES U.S. TECHNOLOGY ETF46428772111,800$1.3M0.63%
42ORACLE CORP COMORCL-PD10,400$1.2M0.60%
43CISCO SYS INC COMCSCO23,402$1.2M0.60%
44VISA INC COM CL AV5,046$1.2M0.59%
45ZIONS BANCORPORATION N A COM98970110742,480$1.2M0.59%
46ISHARES MSCI EAFE VALUE ETF46428887723,370$1.1M0.57%
47AUTOMATIC DATA PROCESSING INC COMADP5,085$1.1M0.55%
48SEACOAST BKG CORP FLA COM NEWSE48,556$1.1M0.54%
49SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF78464A47436,952$1.1M0.53%
50ISHARES PREFERRED & INCOME SECURITIES ETF46428868733,997$1.1M0.52%
51ACCENTURE PLC IRELAND SHS CLASS AACN3,388$1.1M0.52%
52ISHARES RUSSELL 2000 ETF4642876555,611$1.1M0.52%
53VANGUARD SHORT-TERM BOND ETF92193782713,854$1.0M0.51%
54SPDR SSGA U.S. SECTOR ROTATION ETF78470P40823,289$1.0M0.50%
55KIMBERLY-CLARK CORP COMKMB6,986$960,4350.47%
56JPMORGAN CHASE & CO COMVYLD6,436$943,5820.46%
57FORTINET INC COMFTNT12,125$905,2530.45%
58SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X88927,086$883,8160.44%
59AMAZON COM INC COMAMZN6,640$864,7680.43%
60EOG RES INC COMEOG7,295$836,7370.41%
61JANUS HENDERSON GROUP PLC ORD SHSJHG29,126$798,6350.39%
62NVIDIA CORPORATION COMNVDA1,878$796,5160.39%
63KROGER CO COMKR16,708$792,6510.39%
64FINANCIAL SELECT SECTOR SPDR FUND81369Y60522,597$766,0700.38%
65ALPHABET INC CAP STK CL CGOOG6,340$764,3500.38%
66COLGATE PALMOLIVE CO COMCL9,858$760,4460.37%
67META PLATFORMS INC CL AMETA2,632$752,8050.37%
68HEALTH CARE SELECT SECTOR SPDR FUND81369Y2095,593$736,2630.36%
69BOEING CO COMBA-PA3,430$723,6480.36%
70VANGUARD TOTAL INTERNATIONAL BOND ETF92203J40714,604$710,7770.35%
71US BANCORP DEL COM NEWUSB-PS20,757$697,0200.34%
72ISHARES SHORT-TERM NATIONAL MUNI BOND ETF4642881586,562$681,4640.34%
73ISHARES CORE MODERATE ALLOCATION ETF46428987516,744$678,1540.33%
74FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF3160928085,197$678,0010.33%
75ELI LILLY & CO COMLLY1,439$664,3570.33%
76LAM RESEARCH CORP COMLRCX993$646,4330.32%
77ALPHABET INC CAP STK CL AGOOG5,228$626,8370.31%
78ISHARES CORE TOTAL USD BOND MARKET ETF46434V61313,752$621,7280.31%
79INDUSTRIAL SELECT SECTOR SPDR FUND81369Y7045,776$619,9960.31%
80SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X1091,793$616,9180.30%
81ISHARES BIOTECHNOLOGY ETF4642875564,809$609,8290.30%
82ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF4642875151,750$602,2900.30%
83INVESCO BULLETSHARES 2025 CORPORATE BOND ETFIVZ29,459$593,0100.29%
84INVESCO BULLETSHARES 2026 CORPORATE BOND ETFIVZ31,194$590,1900.29%
85SPDR BLOOMBERG 1-10 YEAR TIPS ETF78468R86131,855$584,3190.29%
86VANGUARD INDUSTRIALS ETF92204A6032,826$580,9970.29%
87HEALTHCARE RLTY TR CL A COM42226K10530,403$578,2780.28%
88SPDR PORTFOLIO EMERGING MARKETS ETF78463X50916,099$558,6350.28%
89VANGUARD MORTGAGE-BACKED SECURITIES ETF92206C77111,723$536,2100.26%
90ISHARES CORE MSCI PACIFIC ETF46434V6969,187$530,2280.26%
91ISHARES TIPS BOND ETF4642871764,952$529,8680.26%
92CONSUMER STAPLES SELECT SECTOR SPDR FUND81369Y3087,000$523,2500.26%
93DISNEY WALT CO COM2546871065,736$519,1140.26%
94INVESCO SOLAR ETFIVZ7,268$519,0810.26%
95COMCAST CORP NEW CL ACCZ12,280$512,8130.25%
96BIOGEN INC COMBIIB1,795$512,3650.25%
97SYNOPSYS INC COMSNPS1,145$497,0860.24%
98INVESCO NASDAQ 100 ETFIVZ3,245$494,4080.24%
99SPDR S&P DIVIDEND ETF78464A7633,999$492,2770.24%
100ISHARES U.S. HEALTHCARE PROVIDERS ETF4642888281,921$488,8900.24%
101RTX CORPORATION COMRTX4,933$485,3580.24%
102VANGUARD INTERMEDIATE-TERM BOND ETF9219378196,404$479,0190.24%
103VANGUARD SHORT-TERM CORPORATE BOND ETF92206C4096,255$471,5020.23%
104ISHARES MBS ETF4642885885,052$468,3710.23%
105PALO ALTO NETWORKS INC COMPANW1,822$463,9540.23%
106ISHARES EXPANDED TECH SECTOR ETF4642875491,180$463,0910.23%
107COCA COLA CO COMKO7,552$457,5180.23%
108MATERIALS SELECT SECTOR SPDR FUND81369Y1005,393$448,5900.22%
109BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A1,306$446,6520.22%
110RAYMOND JAMES FINL INC COM7547301094,282$445,1570.22%
111KRATOS DEFENSE & SEC SOLUTIONS COM NEW50077B20730,937$437,7590.22%
112TESLA INC COMTSLA1,556$435,4000.21%
113TECHNOLOGY SELECT SECTOR SPDR FUND81369Y8032,507$434,9390.21%
114HCI GROUP INC COMHCIIP6,957$431,3340.21%
115PROSHARES ULTRA QQQ74347R2066,432$416,0860.21%
116NXP SEMICONDUCTORS N V COMNXPI1,995$413,2240.20%
117INGREDION INC COMINGR3,720$396,1800.20%
118WALMART INC COMWMT2,471$391,0540.19%
119AAR CORP COMAIR6,778$390,9550.19%
120COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y8525,970$389,8410.19%
121ISHARES MSCI EAFE ETF4642874655,320$385,2740.19%
122ABBVIE INC COMABBV2,848$384,6360.19%
123ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF4642882814,391$379,2070.19%
124VANGUARD FTSE EMERGING MARKETS ETF9220428589,215$378,5520.19%
125UNITEDHEALTH GROUP INC COMUNH792$378,4810.19%
126GILEAD SCIENCES INC COMGILD4,922$377,5910.19%
127VANECK SEMICONDUCTOR ETF92189F6762,440$374,7840.18%
128BUILDERS FIRSTSOURCE INC COMBLDR2,731$372,3170.18%
129SPDR PORTFOLIO EUROPE ETF78463X1039,658$371,3050.18%
130NEXTERA ENERGY INC COMNEE-PW4,901$364,5360.18%
131SCHLUMBERGER LTD COM STKSLB7,106$351,5340.17%
132ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF4642872423,262$350,6320.17%
133CVS HEALTH CORP COMCVS4,940$344,6810.17%
134ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF46435U25913,363$335,9480.17%
135HONEYWELL INTL INC COM4385161061,609$335,1550.17%
136ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF46435U43212,574$330,6960.16%
137VANGUARD FTSE PACIFIC ETF9220428664,712$330,1700.16%
138ISHARES MSCI USA QUALITY FACTOR ETF46432F3392,417$325,5460.16%
139ON SEMICONDUCTOR CORP COMON3,297$319,2490.16%
140PFIZER INC COMPFE8,648$316,9780.16%
141SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R8538,008$313,1930.15%
142NORTHROP GRUMMAN CORP COMNOC682$312,4650.15%
143AT&T INC COMT-PC19,345$311,8560.15%
144INTEL CORP COMINTC9,261$311,3550.15%
145ISHARES FLOATING RATE BOND ETF46429B6555,887$297,8820.15%
146AMGEN INC COMAMGN1,319$296,7880.15%
147FORD MTR CO DEL COM34537086019,055$290,4060.14%
148UNION PAC CORP COMUNP1,405$289,6130.14%
149VANGUARD HIGH DIVIDEND YIELD INDEX ETF9219464062,669$284,6220.14%
150INVESCO S&P 500 TOP 50 ETFIVZ806$282,1080.14%
151SOUTHWEST AIRLS CO COM8447411087,562$280,1220.14%
152ISHARES MSCI EAFE GROWTH ETF4642888852,941$279,0710.14%
153BOSTON SCIENTIFIC CORP COMBSX5,013$268,3960.13%
154GOLDMAN SACHS GROUP INC COMGSCE817$267,0040.13%
155QUALCOMM INC COMQCOM2,211$265,5190.13%
156ROYAL CARIBBEAN GROUP COMV7780T1032,572$265,4300.13%
157MASTERCARD INCORPORATED CL AMA658$259,2260.13%
158SPDR PORTFOLIO S&P 400 MID CAP ETF78464A8475,617$258,7190.13%
159SPDR GOLD SHARESGLD1,368$244,1470.12%
160ISHARES U.S. TREASURY BOND ETF46429B26710,230$233,3460.11%
161TJX COS INC NEW COM8725401092,759$232,4180.11%
162DANAHER CORPORATION COM235851102935$221,4170.11%
163ISHARES U.S. ENERGY ETF4642877965,079$218,4480.11%
164WASTE MGMT INC DEL COM94106L1091,266$216,9920.11%
165ABBOTT LABS COMABLZF1,993$213,7050.11%
166FIRST SOLAR INC COMFSLR1,089$208,4240.10%
167INVESCO NASDAQ INTERNET ETFIVZ1,326$208,2220.10%
168INTERNATIONAL BUSINESS MACHS COMINTR1,553$207,5900.10%
169DARDEN RESTAURANTS INC COMDRI1,197$200,4380.10%
170SPDR S&P INTERNATIONAL SMALL CAP ETF78463X8716,514$199,1980.10%
171AMERICAN EXPRESS CO COMAXP1,132$198,5980.10%
172UNITED PARCEL SERVICE INC CL BUPS1,048$192,5910.09%
173CROWDSTRIKE HLDGS INC CL ACRWD1,287$187,8510.09%
174SPDR PORTFOLIO S&P 500 GROWTH ETF78464A4093,065$187,1180.09%
175ENPHASE ENERGY INC COMENPH1,100$186,5050.09%
176SHOPIFY INC CL ASHOP2,704$175,3540.09%
177DELTA AIR LINES INC DEL COM NEWDAL3,651$175,1020.09%
178CATERPILLAR INC COMCAT701$173,3780.09%
179SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R6631,882$172,1470.08%
180ISHARES CORE MSCI EMERGING MARKETS ETF46434G1033,372$168,0940.08%
181BRISTOL-MYERS SQUIBB CO COMCELG-RI2,568$165,4880.08%
182SERVICE CORP INTL COM8175651042,493$163,3160.08%
183STARBUCKS CORP COMSBUX1,636$162,2450.08%
184VANGUARD COMMUNICATION SERVICES ETF92204A8841,491$159,1940.08%
185MARRIOTT INTL INC NEW CL A571903202830$152,9110.08%
186BLACKROCK ULTRA SHORT-TERM BOND ETF46434V8783,030$151,8330.07%
187ISHARES CORE S&P SMALL CAP ETF4642878041,497$150,1190.07%
188SCHWAB CHARLES CORP COMSCHW-PJ2,560$147,7630.07%
189ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4642871501,494$146,4720.07%
190CORTEVA INC COMCTVA2,517$145,9860.07%
191GENERAL MLS INC COM3703341041,878$144,8310.07%
192VANGUARD TAX-EXEMPT BOND ETF9229077462,845$142,5630.07%
193VANGUARD TOTAL STOCK MARKET ETF922908769639$141,1810.07%
194ISHARES ESG AWARE MSCI USA ETF46435G4251,429$139,5280.07%
195TRAVELERS COMPANIES INC COMTRV800$138,4720.07%
196GE AEROSPACE COM NEW3696043011,274$137,9490.07%
197ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF46435G6722,784$137,0560.07%
198SPDR SSGA FIXED INCOME SECTOR ROTATION ETF78470P5075,297$136,3110.07%
199MONDELEZ INTL INC CL A6092071051,813$133,2740.07%
200BEST BUY INC COMBBY1,615$132,7050.07%
201PRUDENTIAL FINL INC COMPUKPF1,409$125,6120.06%
202VANGUARD FINANCIALS ETF92204A4051,500$122,8050.06%
203HUMANA INC COMHUM273$121,8320.06%
204LINDE PLC SHSLIN319$120,6330.06%
205PNC FINL SVCS GROUP INC COM693475105928$118,3480.06%
206MODERNA INC COMMRNA972$118,3220.06%
207INVENTRUST PPTYS CORP COM NEW46124J2014,992$117,8610.06%
208D R HORTON INC COM23331A109963$115,7240.06%
209ALBEMARLE CORP COMALB-PA501$114,8590.06%
210COSTCO WHSL CORP NEW COM22160K105211$114,1590.06%
211CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y407660$113,4280.06%
212AGCO CORP COMAGCO846$112,2470.06%
213ALCOA CORP COMAA3,219$110,3150.05%
214AMERICAN AIRLS GROUP INC COM02376R1026,000$108,6000.05%
215BLACKSTONE INC COMBX1,142$108,2160.05%
216THE CIGNA GROUP COM125523100369$103,4420.05%
217ISHARES MSCI USA MIN VOL FACTOR ETF46429B6971,392$103,3560.05%
218T-MOBILE US INC COMTMUSZ718$100,0390.05%
219BRUKER CORP COMBRKRP1,372$99,7860.05%
220ISHARES SELECT DIVIDEND ETF464287168868$99,1600.05%
221FIRST TRUST TECHNOLOGY ALPHADEX FUND33734X176854$98,3920.05%
222ISHARES MORNINGSTAR SMALL CAP VALUE ETF4642887031,800$97,9200.05%
223LOWES COS INC COM548661107421$94,5520.05%
224PHILLIPS 66 COMPSX987$94,4160.05%
225VANGUARD MID-CAP ETF922908629423$93,4410.05%
226SANOFI SPONSORED ADRSNYNF1,727$92,6190.05%
227VANGUARD SMALL-CAP ETF922908751462$92,2430.05%
228PHILIP MORRIS INTL INC COM718172109929$91,4880.05%
229MORGAN STANLEY COM NEWMS-PQ1,050$90,7310.04%
230NORFOLK SOUTHN CORP COM655844108396$90,6360.04%
231MOTOROLA SOLUTIONS INC COM NEWMSI308$90,1700.04%
232VERIZON COMMUNICATIONS INC COMVZ2,416$90,0680.04%
233THERMO FISHER SCIENTIFIC INC COMTMO173$89,8060.04%
234ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF464288612868$89,0100.04%
235ISHARES CORE AGGRESSIVE ALLOCATION ETF4642898591,325$87,9270.04%
236WELLS FARGO CO NEW COM9497461012,021$87,7110.04%
237SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF78464A3914,137$87,3730.04%
238ISHARES CORE S&P MID-CAP ETF464287507330$86,5360.04%
239EDWARDS LIFESCIENCES CORP COMEW938$85,8180.04%
240DISCOVER FINL SVCS COM254709108700$82,6630.04%
241MAIDEN HOLDINGS LTD SHSMHNC40,000$81,6000.04%
242HARLEY DAVIDSON INC COMHOG2,244$81,5690.04%
243CADENCE DESIGN SYSTEM INC COMCDNS346$81,4480.04%
244NIKE INC CL BNKE743$81,0690.04%
245FEDEX CORP COMFDX320$79,3770.04%
246VANGUARD FTSE EUROPE ETF9220428741,278$78,6230.04%
247UIPATH INC CL APATH4,610$78,0010.04%
248CDW CORP COMCDW416$76,2200.04%
249AON PLC SHS CL AAON222$75,1890.04%
250SPDR BLACKSTONE SENIOR LOAN ETF78467V6081,796$74,7670.04%
251PPG INDS INC COM693506107500$74,5350.04%
252DOLLAR TREE INC COMDLTR500$73,7350.04%
253BROADCOM INC COMAVGO84$73,6210.04%
254SHELL PLC SPON ADSRYDAF1,205$73,3360.04%
255ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF46431W8532,802$72,8520.04%
256SKYWORKS SOLUTIONS INC COMSWKS648$72,3820.04%
257SPDR PORTFOLIO LONG TERM TREASURY ETF78464A6642,430$72,0980.04%
258ARCHER DANIELS MIDLAND CO COMADM939$72,0490.04%
259FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF33738R6051,496$70,3870.03%
260CANO HEALTH INC COM CL A13781Y20254,856$70,2160.03%
261CAPITAL ONE FINL CORP COM14040H105631$70,0730.03%
262ZOETIS INC CL AZTS411$69,9650.03%
263SMUCKER J M CO COM NEW832696405454$68,4250.03%
264WISDOMTREE U.S. SMALLCAP FUNDWT1,500$67,8600.03%
265HARTFORD FINL SVCS GROUP INC COMHIG-PG902$65,2510.03%
266AMERICAN TOWER CORP NEW COM03027X100326$63,5830.03%
267SPDR PORTFOLIO MORTGAGE BACKED BOND ETF78464A3832,874$62,5670.03%
268ISHARES 10-20 YEAR TREASURY BOND ETF464288653567$62,2510.03%
269MID-AMER APT CMNTYS INC COM59522J103404$62,1110.03%
270SALESFORCE INC COMCRM293$62,0130.03%
271SYSCO CORP COMSYY819$61,6710.03%
272PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A467648$61,1580.03%
273DOLLAR GEN CORP NEW COM256677105346$59,0170.03%
274SPDR S&P AEROSPACE & DEFENSE ETF78464A631485$58,9520.03%
275ABRDN PHYSICAL GOLD SHARES ETF00326A1043,182$58,5580.03%
276INTUIT COMINTU129$58,2530.03%
277ARK INNOVATION ETF00214Q1041,242$56,0390.03%
278MSCI INC COMMSCI117$55,3200.03%
279ZEBRA TECHNOLOGIES CORPORATION CL AZBRA185$54,8100.03%
280SPDR BLOOMBERG HIGH YIELD BOND ETF78468R622593$54,2480.03%
281GENERAL MTRS CO COM37045V1001,366$53,2490.03%
282SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF78464A3751,655$52,8940.03%
283TOTALENERGIES SE SPONSORED ADSTTE900$52,3260.03%
284ISHARES U.S. CONSUMER DISCRETIONARY ETF464287580728$52,2190.03%
285TERADYNE INC COMTER468$52,1960.03%
286METLIFE INC COMMET-PF908$52,0100.03%
287LITHIUM AMERICAS ARGENTINA COR COM SHS53681K1002,540$51,8410.03%
288HUNT J B TRANS SVCS INC COM445658107280$51,0750.03%
289AXCELIS TECHNOLOGIES INC COM NEWACLS278$50,5240.02%
290VERTEX PHARMACEUTICALS INC COMVRTX144$50,0500.02%
291JABIL INC COMJBL455$49,5180.02%
292ISHARES RUSSELL 1000 ETF464287622201$49,0360.02%
293AIR PRODS & CHEMS INC COMAIIR163$48,4220.02%
294GENUINE PARTS CO COMGPC284$47,7090.02%
295UNILEVER PLC SPON ADR NEWUNLYF906$47,3660.02%
296TYSON FOODS INC CL ATSN910$47,1470.02%
297CONOCOPHILLIPS COMCOP444$46,2780.02%
298SPDR S&P HOMEBUILDERS ETF78464A888570$45,6290.02%
299SAP SE SPON ADRSAPGF337$45,3430.02%
300WATERS CORP COM941848103168$44,7110.02%
301STATE STR CORP COMSTT-PG600$44,6040.02%
302AMERIPRISE FINL INC COM03076C106133$44,5660.02%
303BANK NEW YORK MELLON CORP COM064058100981$44,2140.02%
304GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF37954Y6241,674$44,0600.02%
305DEERE & CO COMDE108$43,9000.02%
306SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF78468R2001,435$43,7960.02%
307AMERICAN HOMES 4 RENT CL AAMH-PG1,141$40,7110.02%
308CLOROX CO DEL COMCLX250$40,0850.02%
309FINWARD BANCORP COMFNWD1,707$39,6190.02%
310ISHARES U.S. BASIC MATERIALS ETF464287838295$39,4560.02%
311GLACIER BANCORP INC NEW COMGBCI1,239$39,4370.02%
312ISHARES S&P SMALL-CAP 600 VALUE ETF464287879402$38,4920.02%
313ISHARES U.S. INFRASTRUCTURE ETF46435U713976$38,3280.02%
314PRINCIPAL FINANCIAL GROUP INC COMPFG500$38,2950.02%
315VITA COCO CO INC COMCOCO1,434$38,2160.02%
316SOFI TECHNOLOGIES INC COMSOFI4,476$38,1360.02%
317ISHARES RUSSELL 1000 VALUE ETF464287598235$37,2310.02%
318PACKAGING CORP AMER COM695156109275$36,4680.02%
319GSK PLC SPONSORED ADRGLAXF1,020$35,9960.02%
320SPDR S&P TRANSPORTATION ETF78464A532425$35,8320.02%
321ISHARES CORE U.S. AGGREGATE BOND ETF464287226367$35,8120.02%
322KRAFT HEINZ CO COMKHC998$35,7380.02%
323INVESCO S&P 500 PURE GROWTH ETFIVZ229$34,9960.02%
324AMERICAN ELEC PWR CO INC COM025537101400$34,1280.02%
325ISHARES GOLD TRUSTIAU934$34,0070.02%
326CMS ENERGY CORP COMCMS-PC557$33,3090.02%
327ISHARES CONVERTIBLE BOND ETF46435G102425$32,5930.02%
328MARSH & MCLENNAN COS INC COM571748102175$32,4490.02%
329XENIA HOTELS & RESORTS INC COMXHR2,528$32,4340.02%
330VANGUARD SMALL CAP VALUE ETF922908611190$31,6100.02%
331REGENERON PHARMACEUTICALS COMREGN44$31,5960.02%
332VERTEX ENERGY INC COMVERX5,000$31,5000.02%
333ECOLAB INC COMECL168$31,3450.02%
334VANECK INTERMEDIATE MUNI ETF92189H201680$31,2290.02%
335BP PLC SPONSORED ADRBPPFF852$30,6120.02%
336GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFNVGLF350$30,5760.02%
337BLACKROCK INC COMBLK44$30,5180.02%
338ISHARES FALLEN ANGELS USD BOND ETF46435G4741,201$30,3010.01%
339INTERCONTINENTAL EXCHANGE INC COM45866F104268$30,2650.01%
340CANADIAN NATL RY CO COM136375102248$30,1470.01%
341OPPENHEIMER HLDGS INC CL A NON VTGOPY750$29,9850.01%
342PUBLIC STORAGE OPER CO COMPSA-PS100$29,2990.01%
343EMERSON ELEC CO COMEMR319$28,9520.01%
344WELLS FARGO CO NEW PERP PFD CNV A94974680425$28,8750.01%
345BOISE CASCADE CO DEL COMBCC307$27,8050.01%
346DUKE ENERGY CORP NEW COM NEWDUKB300$27,2160.01%
347L3HARRIS TECHNOLOGIES INC COMLHX137$27,0900.01%
348BCE INC COM NEWBCPPF582$26,7310.01%
349INVESCO FTSE RAFI US 1000 ETFIVZ161$26,4430.01%
350SPDR PORTFOLIO TIPS ETF78464A6561,030$26,3780.01%
351ALTRIA GROUP INC COMMO559$25,6910.01%
352VANGUARD FTSE DEVELOPED MARKETS ETF921943858555$25,6740.01%
353NOVARTIS AG SPONSORED ADRNVSEF258$25,4830.01%
354REPUBLIC SVCS INC COM760759100168$25,4350.01%
355PARKER-HANNIFIN CORP COMPH64$25,0250.01%
356KEYCORP COM4932671082,600$24,8820.01%
357NEWMONT CORP COMNEMCL563$24,2320.01%
358PACER TRENDPILOT US LARGE CAP ETF69374H105582$24,0540.01%
359VANGUARD CONSUMER STAPLES ETF92204A207122$23,8970.01%
360SPDR S&P 600 SMALL CAP GROWTH ETF78464A201308$23,7840.01%
361EDISON INTL COM281020107336$23,2140.01%
362SCHWAB U.S. BROAD MARKET ETF808524102444$23,0040.01%
363VANGUARD ENERGY ETF92204A306201$22,7630.01%
364INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETFIVZ499$22,5270.01%
365MICRON TECHNOLOGY INC COMMU347$22,1730.01%
366WISDOMTREE GLOBAL HIGH DIVIDEND FUNDWT468$21,9310.01%
367BOOZ ALLEN HAMILTON HLDG CORP CL ABAH195$21,8380.01%
368CBIZ INC COMCBZ406$21,7860.01%
369GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC266$21,4640.01%
370BUNGE GLOBAL SA COM SHSBG221$21,4640.01%
371IQ MERGER ARBITRAGE ETF45409B800667$20,7700.01%
372GOLD FIELDS LTD SPONSORED ADRGFIOF1,470$20,4620.01%
373ELEVANCE HEALTH INC COMELV46$20,4460.01%
374OMNICOM GROUP INC COMOMC211$20,1630.01%
375VANGUARD MID-CAP GROWTH ETF92290853898$20,1610.01%
376BLOCK INC CL ABSQKZ300$19,8600.01%
377INVESCO FTSE RAFI US 1500 SMALL-MID ETFIVZ114$19,7110.01%
378BALL CORP COMBALL332$19,4290.01%
379TRUIST FINL CORP COM89832Q109602$18,8970.01%
380SCHWAB U.S. REIT ETF808524847930$18,3400.01%
381WATSCO INC COMWSO-B47$17,7640.01%
382SCHWAB U.S. SMALL-CAP ETF808524607398$17,5240.01%
383ISHARES U.S. INDUSTRIALS ETF464287754160$17,0050.01%
384CHARTER COMMUNICATIONS INC NEW CL A16119P10846$16,9370.01%
385SOUTHERN CO COMSOMN233$16,4430.01%
386SENSUS HEALTHCARE INC COMSRTS5,000$16,1500.01%
387ISHARES MSCI KLD 400 SOCIAL ETF464288570191$16,1180.01%
388SPDR DOW JONES REIT ETF78464A607175$16,0110.01%
389GLOBAL PMTS INC COM37940X102149$15,3190.01%
390MEDPACE HLDGS INC COMMEDP64$15,2990.01%
391ADVANCED MICRO DEVICES INC COMAMD131$15,1720.01%
392WARNER BROS DISCOVERY INC COM SER AWBD1,164$15,1440.01%
393BAXTER INTL INC COM071813109338$15,1240.01%
394SPDR ICE PREFERRED SECURITIES ETF78464A292450$15,1200.01%
395UTILITIES SELECT SECTOR SPDR FUND81369Y886229$15,0980.01%
396ISHARES ESG ADVANCED MSCI USA ETF46436E767416$14,9760.01%
397GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETFNVGLF475$14,9010.01%
398SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF78464A359210$14,7740.01%
399SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF78463X863589$14,7720.01%
400VANGUARD TOTAL INTERNATIONAL STOCK ETF921909768260$14,6410.01%
401SPDR PORTFOLIO AGGREGATE BOND ETF78464A649578$14,5890.01%
402ONEOK INC NEW COMOKE230$14,3520.01%
403BLACKROCK U.S. CARBON TRANSITION READINESS ETFBLK293$14,3240.01%
404QIAGEN NV SHS NEWQGEN314$14,1800.01%
405FOUR CORNERS PPTY TR INC COM35086T109550$14,0970.01%
406ISHARES NORTH AMERICAN NATURAL RESOURCES ETF464287374355$13,8490.01%
407TRACTOR SUPPLY CO COMTSCO60$13,2620.01%
408MGM RESORTS INTERNATIONAL COMMGM300$13,1400.01%
409ROCKWELL AUTOMATION INC COMROK39$12,8490.01%
410INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETFIVZ928$12,6390.01%
411AVALONBAY CMNTYS INC COMAWX65$12,3830.01%
412ISHARES GLOBAL 100 ETF464287572162$12,3070.01%
413VANGUARD MEGA CAP GROWTH ETF92191081652$12,2300.01%
414NETFLIX INC COMNFLX27$11,9190.01%
415NICE LTD SPONSORED ADRNCSYF59$11,9190.01%
416ARISTA NETWORKS INC COMANET73$11,6730.01%
417ISHARES ESG AWARE USD CORPORATE BOND ETF46435G193516$11,6720.01%
418F N B CORP COM3025201011,000$11,6400.01%
419SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF78468R721250$11,5200.01%
420AMERICAN WTR WKS CO INC NEW COM03042010380$11,5180.01%
421THOMSON REUTERS CORP. COMTMSOF86$11,4540.01%
422SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF808524748343$11,4240.01%
423M & T BK CORP COM55261F10488$11,2160.01%
424ARES MANAGEMENT CORPORATION CL A COM STKARES-PB115$11,0990.01%
425ENTERPRISE PRODS PARTNERS L P COM293792107414$10,9880.01%
426VANGUARD TOTAL WORLD STOCK ETF922042742111$10,7990.01%
427BIONTECH SE SPONSORED ADSBNTX100$10,7820.01%
428CHUBB LIMITED COMCB56$10,7690.01%
429ANALOG DEVICES INC COMADI55$10,6880.01%
430INVESCO FTSE RAFI EMERGING MARKETS ETFIVZ564$10,6370.01%
431HALEON PLC SPON ADSHLNCF1,275$10,4420.01%
432ISHARES CURRENCY HEDGED MSCI EUROZONE ETF46434V639322$10,3430.01%
433VANGUARD SMALL-CAP GROWTH ETF92290859545$10,3370.01%
434MONOLITHIC PWR SYS INC COM60983910519$10,3090.01%
435PEMBINA PIPELINE CORP COMPPLOF319$10,0580.00%
436HEICO CORP NEW COMHEI-A57$10,0490.00%
437VANGUARD REAL ESTATE ETF922908553119$10,0410.00%
438BLACKROCK SHORT DURATION BOND ETF46431W507200$9,9100.00%
439ISHARES U.S. REAL ESTATE ETF464287739112$9,7750.00%
440INVESCO MSCI SUSTAINABLE FUTURE ETFIVZ196$9,7730.00%
441ISHARES RUSSELL 1000 GROWTH ETF46428761435$9,6220.00%
442ISHARES CORE HIGH DIVIDEND ETF46429B66395$9,6040.00%
443HOULIHAN LOKEY INC CL AHLI97$9,5780.00%
444CROWN CASTLE INC COMCCI82$9,4690.00%
445SOLAREDGE TECHNOLOGIES INC COMSEDG35$9,4650.00%
446VIATRIS INC COMVTRS952$9,4150.00%
447SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF808524888274$9,3050.00%
448GALLAGHER ARTHUR J & CO COM36357610943$9,2960.00%
449ISHARES CORE 1-5 YEAR USD BOND ETF46432F859200$9,2960.00%
450FORTIVE CORP COMFTV125$9,2400.00%
451FIRST TRUST HEALTH CARE ALPHADEX FUND33734X14386$9,2300.00%
452S&P GLOBAL INC COMSPGI23$9,2280.00%
453GENERAL DYNAMICS CORP COMGD42$9,1170.00%
454KEURIG DR PEPPER INC COMKDP288$9,0630.00%
455SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF78464A367386$8,9170.00%
456CORNING INC COMGLW250$8,7900.00%
457ISHARES ESG AWARE MSCI EAFE ETF46435G516120$8,7420.00%
458TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS87403910081$8,3550.00%
459SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETF808524730308$8,3440.00%
460WEST PHARMACEUTICAL SVSC INC COM95530610522$8,3230.00%
461ISHARES CORE S&P US VALUE ETF464287663106$8,3210.00%
462SONY GROUP CORP SPONSORED ADRSNEJF90$8,2400.00%
463MEDTRONIC PLC SHSMDT92$8,0170.00%
464ISHARES ESG ADVANCED MSCI EAFE ETF46436E759130$7,8960.00%
465ARES CAPITAL CORP COMARCC415$7,8390.00%
466KELLANOVA COMBEKE112$7,6780.00%
467SPDR S&P MIDCAP 400 ETF TRUSTMDY16$7,6740.00%
468SCHWAB U.S. LARGE-CAP VALUE ETF808524409111$7,4670.00%
469ISHARES ESG AWARE MSCI USA SMALL-CAP ETF46435U663208$7,4240.00%
470QUALYS INC COMQLYS56$7,1900.00%
471VANECK BIOTECH ETF92189F72644$6,8570.00%
472ZOOM VIDEO COMMUNICATIONS INC CL AZM100$6,8290.00%
473ISHARES ESG AWARE US AGGREGATE BOND ETF46435U549143$6,7220.00%
474CLEVELAND-CLIFFS INC NEW COMCLF400$6,6880.00%
475FS KKR CAP CORP COMFSK345$6,6410.00%
4763M CO COMMMM65$6,5740.00%
477ISHARES GLOBAL UTILITIES ETF464288711109$6,5590.00%
478ISHARES GLOBAL ENERGY ETF464287341173$6,4620.00%
479VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C87082$6,4480.00%
480HANCOCK JOHN PREM DIVID FD COM SH BEN INT41013T105561$6,4230.00%
481STARWOOD PPTY TR INC COMSTHO330$6,4090.00%
482RELIANCE INC COMRS23$6,2600.00%
483MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP559080106100$6,2550.00%
484ROPER TECHNOLOGIES INC COMROP13$6,2060.00%
485WEYERHAEUSER CO MTN BE COM NEWWY184$6,1710.00%
486ISHARES ESG AWARE MSCI EM ETF46434G863192$6,1400.00%
487STERIS PLC SHS USDSTE28$6,1360.00%
488MARATHON PETE CORP COMMARA51$5,9950.00%
489ZIMMER BIOMET HOLDINGS INC COMZBH42$5,9850.00%
490WALGREENS BOOTS ALLIANCE INC COM931427108200$5,8040.00%
491IRIDIUM COMMUNICATIONS INC COMIRDM94$5,7770.00%
492GREYSTONE HOUSING IMPACT INVES BEN UNIT CTFGHI348$5,7590.00%
493PAYPAL HLDGS INC COMPYPL83$5,6520.00%
494REAL ESTATE SELECT SECTOR SPDR FUND81369Y860145$5,5090.00%
495ACTIVISION BLIZZARD INC COM00507V10966$5,5000.00%
496EVERCORE INC CLASS AEVR44$5,4780.00%
497BIO RAD LABS INC CL A09057220714$5,2860.00%
498ALEXANDRIA REAL ESTATE EQ INC COM01527110945$5,2250.00%
499PLUG POWER INC COM NEWPLUG500$5,1500.00%
500TARGET CORP COMTGT38$5,1250.00%