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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 0002023568-24-000016

Total Value
$193.5M
Positions
682
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC COMAAPL68,411$11.9M6.15%
2BERKSHIRE HATHAWAY INC DEL CL ABRK-A15$7.9M4.10%
3SCHWAB US DIVIDEND EQUITY ETF808524797106,349$7.5M3.86%
4SPDR S&P 500 ETF TRUSTSPY17,173$7.3M3.80%
5VANGUARD S&P 500 ETF92290836314,300$5.6M2.91%
6MICROSOFT CORP COMMSFT14,742$4.7M2.46%
7SPDR PORTFOLIO S&P 500 VALUE ETF78464A50883,896$3.4M1.78%
8VANGUARD DIVIDEND APPRECIATION ETF92190884421,861$3.4M1.75%
9VANGUARD RUSSELL 2000 ETF92206C66447,810$3.4M1.74%
10CHEVRON CORP NEW COMCVX19,564$3.3M1.69%
11VANGUARD GROWTH ETF92290873611,501$3.2M1.63%
12SCHWAB INTERNATIONAL EQUITY ETF80852480591,878$3.1M1.59%
13INVESCO BULLETSHARES 2023 CORP BD ETFIVZ141,589$3.0M1.56%
14INVESCO S&P 500 EQUAL WEIGHT ETFIVZ16,891$2.4M1.22%
15ISHARES CORE S&P 500 ETF4642872005,460$2.3M1.21%
16EXXON MOBIL CORP COMXOM19,935$2.3M1.19%
17ISHARES IBONDS DEC 2023 TERM MUNI BD ETF46435G31881,055$2.1M1.07%
18MCDONALDS CORP COMMCD7,511$1.9M1.00%
19PEPSICO INC COMPEP10,861$1.8M0.95%
20MERCK & CO INC COMMRK17,651$1.8M0.94%
21PROCTER AND GAMBLE CO COM74271810912,179$1.8M0.92%
22TEXAS INSTRS INC COM88250810410,877$1.7M0.90%
23VANGUARD CONSUMER DISCRETIONARY ETF92204A1086,272$1.7M0.87%
24PACCAR INC COMPCAR17,864$1.5M0.78%
25ISHARES U.S. AEROSPACE & DEFENSE ETF46428876014,445$1.5M0.78%
26AFLAC INC COMAFL19,733$1.5M0.78%
27ORACLE CORP COMORCL-PD13,896$1.5M0.77%
28NUCOR CORP COMNUE9,561$1.5M0.77%
29INVESCO BULLETSHARES 2024 CORPORATE BOND ETFIVZ71,195$1.5M0.76%
30SPDR S&P SEMICONDUCTOR ETF78464A8627,429$1.5M0.75%
31HOME DEPOT INC COMHD4,596$1.4M0.71%
32PACER US CASH COWS 100 ETF69374H88127,997$1.4M0.71%
33ISHARES MSCI PACIFIC EX-JAPAN ETF46428666534,630$1.4M0.70%
34ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF46435U69752,395$1.3M0.70%
35ENERGY SELECT SECTOR SPDR FUND81369Y50614,573$1.3M0.67%
36CISCO SYS INC COMCSCO23,285$1.3M0.66%
37SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R66313,801$1.3M0.65%
38JOHNSON & JOHNSON COMJNJ7,999$1.2M0.64%
39AUTOMATIC DATA PROCESSING INC COMADP4,905$1.2M0.61%
40INVESCO QQQ TRUST SERIES IIVZ3,235$1.2M0.60%
41ISHARES U.S. TECHNOLOGY ETF46428772110,998$1.2M0.60%
42ACCENTURE PLC IRELAND SHS CLASS AACN3,789$1.2M0.60%
43SPDR SSGA U.S. SECTOR ROTATION ETF78470P40827,373$1.1M0.58%
44VANGUARD FTSE EMERGING MARKETS ETF92204285828,831$1.1M0.58%
45VISA INC COM CL AV4,869$1.1M0.58%
46ISHARES MSCI EAFE VALUE ETF46428887723,045$1.1M0.57%
47COMCAST CORP NEW CL ACCZ24,425$1.1M0.56%
48SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF78464A47436,612$1.1M0.55%
49BANK AMERICA CORP COM06050510439,871$1.1M0.55%
50SEACOAST BKG CORP FLA COM NEWSE48,556$1.0M0.54%
51ISHARES PREFERRED & INCOME SECURITIES ETF46428868732,211$953,9290.49%
52AMAZON COM INC COMAMZN7,212$933,7720.48%
53JPMORGAN CHASE & CO COMVYLD6,427$924,0100.48%
54VANGUARD SHORT-TERM BOND ETF92193782712,238$915,9290.47%
55SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X88929,999$915,8690.47%
56ISHARES RUSSELL 2000 ETF4642876555,240$912,1270.47%
57FORTINET INC COMFTNT15,533$910,7000.47%
58EOG RES INC COMEOG7,250$896,5350.46%
59FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF3160928087,160$888,3410.46%
60ALPHABET INC CAP STK CL CGOOG6,348$858,0590.44%
61NVIDIA CORPORATION COMNVDA1,877$840,5580.44%
62SCHWAB EMERGING MARKETS EQUITY ETF80852470634,843$831,3540.43%
63QUALCOMM INC COMQCOM7,266$807,2530.42%
64META PLATFORMS INC CL AMETA2,624$805,0960.42%
65ELI LILLY & CO COMLLY1,440$775,1880.40%
66ZIONS BANCORPORATION N A COM98970110723,004$770,4210.40%
67SPDR PORTFOLIO EMERGING MARKETS ETF78463X50922,833$763,7640.40%
68FINANCIAL SELECT SECTOR SPDR FUND81369Y60522,387$736,3230.38%
69KROGER CO COMKR16,697$735,1910.38%
70JANUS HENDERSON GROUP PLC ORD SHSJHG28,907$731,0580.38%
71HEALTH CARE SELECT SECTOR SPDR FUND81369Y2095,578$717,1080.37%
72MAGNA INTL INC COM55922240112,931$683,6620.35%
73ALPHABET INC CAP STK CL AGOOG5,074$680,7790.35%
74INVESCO NASDAQ 100 ETFIVZ4,550$676,3580.35%
75COLGATE PALMOLIVE CO COMCL9,558$676,3240.35%
76ISHARES CORE MODERATE ALLOCATION ETF46428987517,105$661,6520.34%
77BOEING CO COMBA-PA3,421$642,7370.33%
78VANGUARD TOTAL INTERNATIONAL BOND ETF92203J40713,439$639,2930.33%
79PIONEER NAT RES CO COM7237871072,814$631,6300.33%
80LAM RESEARCH CORP COMLRCX987$622,6790.32%
81ISHARES SHORT-TERM NATIONAL MUNI BOND ETF4642881585,868$602,2330.31%
82SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X1091,793$599,0230.31%
83ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF4642875151,743$598,2250.31%
84INVESCO BULLETSHARES 2025 CORPORATE BOND ETFIVZ29,186$586,3470.30%
85INDUSTRIAL SELECT SECTOR SPDR FUND81369Y7045,776$579,8530.30%
86INVESCO BULLETSHARES 2026 CORPORATE BOND ETFIVZ30,910$579,5630.30%
87ISHARES MSCI USA QUALITY FACTOR ETF46432F3394,318$570,4510.30%
88SPDR BLOOMBERG 1-10 YEAR TIPS ETF78468R86130,905$555,6720.29%
89VANGUARD INDUSTRIALS ETF92204A6032,791$538,8860.28%
90SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R85314,518$528,4550.27%
91SYNOPSYS INC COMSNPS1,134$526,1270.27%
92ISHARES MBS ETF4642885885,806$508,6060.26%
93ISHARES CORE MSCI PACIFIC ETF46434V6969,154$503,8360.26%
94ISHARES TIPS BOND ETF4642871764,787$492,7300.26%
95ISHARES U.S. HEALTHCARE PROVIDERS ETF4642888281,911$473,2270.24%
96KRATOS DEFENSE & SEC SOLUTIONS COM NEW50077B20730,937$466,2210.24%
97ISHARES EXPANDED TECH SECTOR ETF4642875491,180$456,4480.24%
98BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A1,309$455,6370.24%
99DISNEY WALT CO COM2546871065,560$454,0900.24%
100SPDR S&P DIVIDEND ETF78464A7633,999$453,7270.23%
101BIOGEN INC COMBIIB1,789$452,3670.23%
102HEALTHCARE RLTY TR CL A COM42226K10530,403$451,7990.23%
103VANGUARD MORTGAGE-BACKED SECURITIES ETF92206C77110,436$450,8350.23%
104VANGUARD SHORT-TERM CORPORATE BOND ETF92206C4095,925$443,0120.23%
105PALO ALTO NETWORKS INC COMPANW1,819$430,6850.22%
106ISHARES CORE TOTAL USD BOND MARKET ETF46434V6139,765$422,7270.22%
107ABBVIE INC COMABBV2,850$422,5710.22%
108MATERIALS SELECT SECTOR SPDR FUND81369Y1005,430$420,8790.22%
109RAYMOND JAMES FINL INC COM7547301094,282$420,0210.22%
110COCA COLA CO COMKO7,552$419,0010.22%
111VANGUARD INTERMEDIATE-TERM BOND ETF9219378195,847$418,5870.22%
112NORTHROP GRUMMAN CORP COMNOC940$415,6870.22%
113TECHNOLOGY SELECT SECTOR SPDR FUND81369Y8032,483$411,4080.21%
114SCHLUMBERGER LTD COM STKSLB7,059$408,9980.21%
115NXP SEMICONDUCTORS N V COMNXPI2,036$407,5870.21%
116UNITEDHEALTH GROUP INC COMUNH792$407,5390.21%
117COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y8525,970$394,3780.20%
118US BANCORP DEL COM NEWUSB-PS12,246$393,5860.20%
119AAR CORP COMAIR6,743$392,6450.20%
120WALMART INC COMWMT2,446$391,6050.20%
121PROSHARES ULTRA QQQ74347R2066,432$387,8500.20%
122TESLA INC COMTSLA1,504$378,4060.20%
123HCI GROUP INC COMHCIIP6,957$376,3740.19%
124AMGEN INC COMAMGN1,412$376,0300.19%
125ISHARES MSCI EAFE ETF4642874655,320$361,2810.19%
126INVESCO SOLAR ETFIVZ7,231$357,4280.19%
127VANECK SEMICONDUCTOR ETF92189F6762,440$356,8010.18%
128ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF4642882814,286$348,3230.18%
129CVS HEALTH CORP COMCVS4,940$344,2860.18%
130BUILDERS FIRSTSOURCE INC COMBLDR2,679$329,5170.17%
131INTEL CORP COMINTC9,286$329,2820.17%
132LOCKHEED MARTIN CORP COMLMT765$312,2370.16%
133VANGUARD FTSE PACIFIC ETF9220428664,708$311,4810.16%
134FORD MTR CO DEL COM34537086024,246$298,4680.15%
135VANGUARD TAX-EXEMPT BOND ETF9229077466,222$296,8520.15%
136ISHARES FLOATING RATE BOND ETF46429B6555,833$295,5580.15%
137HONEYWELL INTL INC COM4385161061,609$293,8190.15%
138PFIZER INC COMPFE8,648$293,5400.15%
139SPDR S&P HOMEBUILDERS ETF78464A8883,853$291,4020.15%
140ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF46435U25911,533$285,0960.15%
141UNION PAC CORP COMUNP1,405$284,7090.15%
142SPDR PORTFOLIO S&P 400 MID CAP ETF78464A8476,524$281,9670.15%
143ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF46435U43210,812$281,4900.15%
144AT&T INC COMT-PC19,181$281,3920.15%
145INVESCO S&P 500 TOP 50 ETFIVZ8,086$276,6220.14%
146VANGUARD HIGH DIVIDEND YIELD INDEX ETF9219464062,669$272,4520.14%
147SPDR S&P OIL & GAS EQUIPMENT & SERVICES ETF78468R5492,862$264,9350.14%
148MASTERCARD INCORPORATED CL AMA658$260,4690.13%
149GOLDMAN SACHS GROUP INC COMGSCE817$260,3740.13%
150ISHARES BIOTECHNOLOGY ETF4642875562,148$259,1350.13%
151ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF4642872422,546$256,3570.13%
152TEXTRON INC COMTXT3,315$256,2160.13%
153LEIDOS HOLDINGS INC COMLDOS2,740$255,3680.13%
154SPDR GOLD SHARESGLD1,491$252,9480.13%
155TJX COS INC NEW COM8725401092,759$244,6680.13%
156ISHARES U.S. ENERGY ETF4642877965,079$236,0210.12%
157ROYAL CARIBBEAN GROUP COMV7780T1032,572$235,8520.12%
158ON SEMICONDUCTOR CORP COMON2,476$231,1840.12%
159SPDR S&P INTERNATIONAL SMALL CAP ETF78463X8717,773$222,9300.12%
160CROWDSTRIKE HLDGS INC CL ACRWD1,292$219,0460.11%
161INTERNATIONAL BUSINESS MACHS COMINTR1,553$218,6620.11%
162SOUTHWEST AIRLS CO COM8447411087,562$205,6300.11%
163INVESCO NASDAQ INTERNET ETFIVZ6,630$204,6680.11%
164CONSUMER STAPLES SELECT SECTOR SPDR FUND81369Y3082,936$200,6460.10%
165DANAHER CORPORATION COM235851102935$199,8470.10%
166NEXTERA ENERGY INC COMNEE-PW3,682$192,0160.10%
167WASTE MGMT INC DEL COM94106L1091,266$191,4320.10%
168ABBOTT LABS COMABLZF1,994$190,8880.10%
169CATERPILLAR INC COMCAT701$190,4760.10%
170SPDR PORTFOLIO S&P 500 GROWTH ETF78464A4093,065$182,5510.09%
171DARDEN RESTAURANTS INC COMDRI1,197$170,4650.09%
172FIRST SOLAR INC COMFSLR1,089$170,2540.09%
173AMERICAN EXPRESS CO COMAXP1,132$169,2110.09%
174GE AEROSPACE COM NEW3696043011,526$166,0140.09%
175SPDR SSGA FIXED INCOME SECTOR ROTATION ETF78470P5076,700$163,8490.08%
176UNITED PARCEL SERVICE INC CL BUPS1,048$162,5240.08%
177MARRIOTT INTL INC NEW CL A571903202830$160,8130.08%
178JACOBS SOLUTIONS INC COMJ1,175$157,8730.08%
179BLACKROCK ULTRA SHORT-TERM BOND ETF46434V8783,030$152,0450.08%
180STARBUCKS CORP COMSBUX1,636$149,1210.08%
181SHOPIFY INC CL ASHOP2,709$146,2860.08%
182ISHARES MSCI EAFE GROWTH ETF4642888851,719$146,2350.08%
183BRISTOL-MYERS SQUIBB CO COMCELG-RI2,506$145,0010.08%
184ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4642871501,494$140,4810.07%
185ISHARES CORE S&P SMALL CAP ETF4642878041,497$139,1610.07%
186SERVICE CORP INTL COM8175651042,493$138,7110.07%
187VANGUARD TOTAL STOCK MARKET ETF922908769639$135,5510.07%
188HUMANA INC COMHUM273$134,2450.07%
189DELTA AIR LINES INC DEL COM NEWDAL3,651$133,0790.07%
190PRUDENTIAL FINL INC COMPUKPF1,409$131,5720.07%
191ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF46435G6722,684$130,3080.07%
192TRAVELERS COMPANIES INC COMTRV800$129,8160.07%
193ENPHASE ENERGY INC COMENPH1,100$128,5240.07%
194VANGUARD COMMUNICATION SERVICES ETF92204A8841,200$126,9720.07%
195CORTEVA INC COMCTVA2,517$125,9760.07%
196MONDELEZ INTL INC CL A6092071051,813$124,1720.06%
197BLACKSTONE INC COMBX1,142$122,3770.06%
198COSTCO WHSL CORP NEW COM22160K105211$120,5460.06%
199ISHARES TREASURY FLOATING RATE BOND ETF46434V8602,370$119,7320.06%
200VANGUARD FINANCIALS ETF92204A4051,500$119,3700.06%
201LINDE PLC SHSLIN319$118,0970.06%
202GENERAL MLS INC COM3703341041,878$117,5250.06%
203PHILLIPS 66 COMPSX987$117,4730.06%
204INVENTRUST PPTYS CORP COM NEW46124J2014,992$116,1640.06%
205JABIL INC COMJBL866$111,6010.06%
206BEST BUY INC COMBBY1,615$111,5800.06%
207PNC FINL SVCS GROUP INC COM693475105928$111,3790.06%
208FIRST TRUST NASDAQ CYBERSECURITY ETF33734X8462,405$109,5960.06%
209BLACKROCK SHORT MATURITY MUNICIPAL BOND ETF46431W8382,200$109,2720.06%
210ISHARES CORE S&P MID-CAP ETF464287507440$108,2840.06%
211KIMBERLY-CLARK CORP COMKMB903$107,4660.06%
212CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y407660$106,3330.06%
213THE CIGNA GROUP COM125523100369$106,1020.05%
214D R HORTON INC COM23331A109963$102,2510.05%
215MODERNA INC COMMRNA972$100,4170.05%
216T-MOBILE US INC COMTMUSZ718$99,9890.05%
217AGCO CORP COMAGCO846$99,4130.05%
218UIPATH INC CL APATH5,705$98,3540.05%
219PALANTIR TECHNOLOGIES INC CL APLTR5,830$92,5800.05%
220SANOFI SPONSORED ADRSNYNF1,727$92,5330.05%
221GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF37954Y6243,975$92,4590.05%
222ISHARES MORNINGSTAR SMALL CAP VALUE ETF4642887031,800$91,6740.05%
223ISHARES SELECT DIVIDEND ETF464287168868$91,3050.05%
224ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF464288612868$87,3730.05%
225VANGUARD MID-CAP ETF922908629423$87,0530.05%
226LOWES COS INC COM548661107421$86,6170.04%
227VANGUARD SMALL-CAP ETF922908751462$86,1910.04%
228THERMO FISHER SCIENTIFIC INC COMTMO173$85,7720.04%
229PHILIP MORRIS INTL INC COM718172109929$84,9200.04%
230MORGAN STANLEY COM NEWMS-PQ1,050$84,4310.04%
231ISHARES CORE MSCI EMERGING MARKETS ETF46434G1031,780$84,2830.04%
232MOTOROLA SOLUTIONS INC COM NEWMSI308$84,0590.04%
233CDW CORP COMCDW416$83,6080.04%
234ISHARES CORE AGGRESSIVE ALLOCATION ETF4642898591,325$83,5680.04%
235SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF78464A3914,224$82,4520.04%
236CADENCE DESIGN SYSTEM INC COMCDNS346$81,8260.04%
237ALBEMARLE CORP COMALB-PA501$81,3670.04%
238ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF46431W8532,802$81,0060.04%
239WELLS FARGO CO NEW COM9497461012,021$80,0520.04%
240FEDEX CORP COMFDX300$79,5330.04%
241AMERICAN AIRLS GROUP INC COM02376R1026,000$76,5000.04%
242SHELL PLC SPON ADSRYDAF1,205$76,3490.04%
243SPDR BLACKSTONE SENIOR LOAN ETF78467V6081,836$76,2670.04%
244NORFOLK SOUTHN CORP COM655844108396$75,8340.04%
245ISHARES 20 YEAR TREASURY BOND ETF464287432852$74,0640.04%
246VANGUARD FTSE EUROPE ETF9220428741,278$72,7690.04%
247HARLEY DAVIDSON INC COMHOG2,244$72,4810.04%
248BROADCOM INC COMAVGO86$71,8060.04%
249AON PLC SHS CL AAON222$71,3420.04%
250ZOETIS INC CL AZTS411$70,9920.04%
251NIKE INC CL BNKE743$70,2580.04%
252ARCHER DANIELS MIDLAND CO COMADM939$69,6740.04%
253INTUIT COMINTU129$66,7960.03%
254FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF33738R6051,496$66,1080.03%
255MAIDEN HOLDINGS LTD SHSMHNC40,000$66,0000.03%
256VANECK LONG MUNI ETF92189F5364,000$65,9600.03%
257FIRST TRUST TECHNOLOGY ALPHADEX FUND33734X176584$65,1100.03%
258PPG INDS INC COM693506107500$64,6850.03%
259ISHARES MSCI USA MIN VOL FACTOR ETF46429B697898$64,5750.03%
260WISDOMTREE U.S. SMALLCAP FUNDWT1,500$64,0800.03%
261HARTFORD FINL SVCS GROUP INC COMHIG-PG902$63,9240.03%
262DRAFTKINGS INC NEW COM CL ADKNG2,196$63,7720.03%
263SKYWORKS SOLUTIONS INC COMSWKS648$63,6660.03%
264DISCOVER FINL SVCS COM254709108700$63,5810.03%
265SALESFORCE INC COMCRM297$60,5020.03%
266CAPITAL ONE FINL CORP COM14040H105631$60,0210.03%
267SOFI TECHNOLOGIES INC COMSOFI7,589$59,4980.03%
268MSCI INC COMMSCI117$59,3180.03%
269SPDR PORTFOLIO MORTGAGE BACKED BOND ETF78464A3832,874$59,0320.03%
270TOTALENERGIES SE SPONSORED ADSTTE900$58,1580.03%
271PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A467648$56,7780.03%
272METLIFE INC COMMET-PF908$56,0150.03%
273ABRDN PHYSICAL GOLD SHARES ETF00326A1043,182$55,6940.03%
274SMUCKER J M CO COM NEW832696405454$55,2630.03%
275ISHARES S&P 500 GROWTH ETF464287309793$54,5030.03%
276SPDR BLOOMBERG HIGH YIELD BOND ETF78468R622608$54,3190.03%
277SPDR S&P AEROSPACE & DEFENSE ETF78464A631485$53,7960.03%
278SYSCO CORP COMSYY819$53,3820.03%
279AMERICAN TOWER CORP NEW COM03027X100326$52,7170.03%
280HUNT J B TRANS SVCS INC COM445658107280$52,4780.03%
281DOLLAR TREE INC COMDLTR500$52,3300.03%
282CONOCOPHILLIPS COMCOP444$51,9920.03%
283VERIZON COMMUNICATIONS INC COMVZ1,635$51,9280.03%
284SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF78464A3751,655$51,6360.03%
285MID-AMER APT CMNTYS INC COM59522J103404$51,4290.03%
286SPDR PORTFOLIO LONG TERM TREASURY ETF78464A6641,989$51,0780.03%
287VERTEX PHARMACEUTICALS INC COMVRTX144$50,0880.03%
288ISHARES U.S. CONSUMER DISCRETIONARY ETF464287580728$48,7180.03%
289ARK INNOVATION ETF00214Q1041,242$48,4880.03%
290VEEVA SYS INC CL A COMVEEV236$47,4780.02%
291ISHARES RUSSELL 1000 ETF464287622201$47,2170.02%
292SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF78464A2842,000$47,2000.02%
293TERADYNE INC COMTER468$47,1140.02%
294WATERS CORP COM941848103168$45,6820.02%
295AIR PRODS & CHEMS INC COMAIIR163$45,4900.02%
296AXCELIS TECHNOLOGIES INC COM NEWACLS278$45,2110.02%
297TYSON FOODS INC CL ATSN910$44,8080.02%
298UNILEVER PLC SPON ADR NEWUNLYF906$44,1580.02%
299SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF78468R2001,435$43,8820.02%
300AMERIPRISE FINL INC COM03076C106133$43,3390.02%
301SAP SE SPON ADRSAPGF337$43,3250.02%
302ZEBRA TECHNOLOGIES CORPORATION CL AZBRA185$43,2220.02%
303PACKAGING CORP AMER COM695156109275$42,1520.02%
304BANK NEW YORK MELLON CORP COM064058100981$41,2710.02%
305GENUINE PARTS CO COMGPC284$41,2310.02%
306SCHWAB CHARLES CORP COMSCHW-PJ766$41,0190.02%
307LITHIUM AMERICAS ARGENTINA COR COM SHS53681K1002,540$40,7160.02%
308STATE STR CORP COMSTT-PG600$39,7140.02%
309GENERAL MTRS CO COM37045V1001,218$39,5730.02%
310SPDR NUVEEN MUNICIPAL BOND ETF78470P7051,500$38,8730.02%
311AMERICAN HOMES 4 RENT CL AAMH-PG1,141$37,7790.02%
312GSK PLC SPONSORED ADRGLAXF1,020$36,8120.02%
313ISHARES U.S. BASIC MATERIALS ETF464287838295$36,7190.02%
314ISHARES ESG AWARE MSCI USA ETF46435G425391$36,6800.02%
315REGENERON PHARMACEUTICALS COMREGN44$35,9930.02%
316DOLLAR GEN CORP NEW COM256677105346$35,9080.02%
317FINWARD BANCORP COMFNWD1,707$35,6930.02%
318GLACIER BANCORP INC NEW COMGBCI1,239$35,6340.02%
319ISHARES S&P SMALL-CAP 600 VALUE ETF464287879402$35,3360.02%
320ISHARES RUSSELL 1000 VALUE ETF464287598235$35,2780.02%
321PRINCIPAL FINANCIAL GROUP INC COMPFG500$35,1050.02%
322INVESCO S&P 500 PURE GROWTH ETFIVZ1,145$34,0640.02%
323KRAFT HEINZ CO COMKHC998$33,0240.02%
324CLOROX CO DEL COMCLX250$32,5850.02%
325ISHARES GOLD TRUSTIAU934$32,3540.02%
326BP PLC SPONSORED ADRBPPFF852$32,2230.02%
327SPDR S&P TRANSPORTATION ETF78464A532425$31,4080.02%
328ISHARES CONVERTIBLE BOND ETF46435G102425$31,4080.02%
329BOISE CASCADE CO DEL COMBCC307$31,3820.02%
330EMERSON ELEC CO COMEMR319$30,5310.02%
331XENIA HOTELS & RESORTS INC COMXHR2,528$30,0580.02%
332VANECK INTERMEDIATE MUNI ETF92189H201680$29,8450.02%
333VANGUARD SMALL CAP VALUE ETF922908611190$29,8190.02%
334GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFNVGLF350$29,4700.02%
335INTERCONTINENTAL EXCHANGE INC COM45866F104268$29,2710.02%
336AMERICAN ELEC PWR CO INC COM025537101400$28,7360.01%
337BLACKROCK INC COMBLK44$28,2940.01%
338CMS ENERGY CORP COMCMS-PC557$28,1670.01%
339ECOLAB INC COMECL168$28,0390.01%
340OPPENHEIMER HLDGS INC CL A NON VTGOPY750$27,7950.01%
341WELLS FARGO CO NEW PERP PFD CNV A94974680425$27,5000.01%
342KEYCORP COM4932671082,600$27,1700.01%
343CANADIAN NATL RY CO COM136375102248$26,3870.01%
344VERALTO CORP COM SHSVLTO310$26,3870.01%
345NOVARTIS AG SPONSORED ADRNVSEF258$26,1970.01%
346PUBLIC STORAGE OPER CO COMPSA-PS100$26,0740.01%
347DUKE ENERGY CORP NEW COM NEWDUKB300$25,6320.01%
348INVESCO FTSE RAFI US 1000 ETFIVZ805$25,4300.01%
349SPDR PORTFOLIO TIPS ETF78464A6561,030$25,3590.01%
350VANGUARD ENERGY ETF92204A306201$24,9540.01%
351PARKER-HANNIFIN CORP COMPH64$24,6550.01%
352SPDR BLACKSTONE HIGH INCOME ETF78470P846900$24,5250.01%
353ISHARES U.S. INFRASTRUCTURE ETF46435U713676$24,0590.01%
354VANGUARD FTSE DEVELOPED MARKETS ETF921943858555$23,8870.01%
355REPUBLIC SVCS INC COM760759100168$23,7150.01%
356MICRON TECHNOLOGY INC COMMU347$23,5820.01%
357BUNGE GLOBAL SA COM SHSBG221$23,5780.01%
358L3HARRIS TECHNOLOGIES INC COMLHX137$23,5040.01%
359GILEAD SCIENCES INC COMGILD317$23,4900.01%
360ALTRIA GROUP INC COMMO564$23,4830.01%
361PACER TRENDPILOT US LARGE CAP ETF69374H105582$23,2280.01%
362ISHARES CORE U.S. AGGREGATE BOND ETF464287226247$23,0030.01%
363SPDR S&P 600 SMALL CAP GROWTH ETF78464A201308$22,3390.01%
364BOOZ ALLEN HAMILTON HLDG CORP CL ABAH195$22,1460.01%
365SCHWAB U.S. BROAD MARKET ETF808524102444$22,0980.01%
366VERTEX ENERGY INC COMVERX5,000$21,7500.01%
367INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETFIVZ499$21,3520.01%
368BCE INC COM NEWBCPPF582$21,3190.01%
369IQ MERGER ARBITRAGE ETF45409B800667$20,9970.01%
370WISDOMTREE GLOBAL HIGH DIVIDEND FUNDWT468$20,9370.01%
371CBIZ INC COMCBZ406$20,8280.01%
372EDISON INTL COM281020107336$20,5090.01%
373ELEVANCE HEALTH INC COMELV46$20,2490.01%
374CHARTER COMMUNICATIONS INC NEW CL A16119P10846$20,1710.01%
375NEWMONT CORP COMNEMCL563$20,0090.01%
376VANGUARD MID-CAP GROWTH ETF92290853898$18,9470.01%
377INVESCO FTSE RAFI US 1500 SMALL-MID ETFIVZ570$18,5710.01%
378C3 AI INC CL AAI750$18,5250.01%
379GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC266$18,0450.01%
380WATSCO INC COMWSO-B47$17,6510.01%
381GLOBAL PMTS INC COM37940X102149$17,3800.01%
382SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF78463X863743$17,3790.01%
383SPDR DOW JONES REIT ETF78464A607212$17,2700.01%
384VANGUARD CONSUMER STAPLES ETF92204A20792$16,6870.01%
385TRUIST FINL CORP COM89832Q109602$16,6330.01%
386SCHWAB U.S. SMALL-CAP ETF808524607398$16,2500.01%
387SCHWAB U.S. REIT ETF808524847930$16,2010.01%
388ISHARES U.S. INDUSTRIALS ETF464287754160$16,0300.01%
389ISHARES MSCI KLD 400 SOCIAL ETF464288570191$15,5570.01%
390MEDPACE HLDGS INC COMMEDP64$15,5240.01%
391OMNICOM GROUP INC COMOMC211$15,4790.01%
392GOLD FIELDS LTD SPONSORED ADRGFIOF1,470$15,2880.01%
393CANO HEALTH INC COM CL A13781Y20254,856$15,2170.01%
394SOUTHERN CO COMSOMN233$14,6110.01%
395ADVANCED MICRO DEVICES INC COMAMD141$14,5610.01%
396ISHARES NORTH AMERICAN NATURAL RESOURCES ETF464287374355$14,4340.01%
397ISHARES ESG ADVANCED MSCI USA ETF46436E767416$14,4190.01%
398SPDR ICE PREFERRED SECURITIES ETF78464A292450$14,3280.01%
399ONEOK INC NEW COMOKE230$14,2260.01%
400SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF78464A359210$14,1560.01%
401GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETFNVGLF475$14,0270.01%
402SPDR PORTFOLIO AGGREGATE BOND ETF78464A649578$13,9180.01%
403BLACKROCK U.S. CARBON TRANSITION READINESS ETFBLK293$13,7890.01%
404INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETFIVZ928$13,7810.01%
405VANGUARD TOTAL INTERNATIONAL STOCK ETF921909768260$13,7360.01%
406ARISTA NETWORKS INC COMANET73$13,7100.01%
407RTX CORPORATION COMRTX190$13,5550.01%
408SENSUS HEALTHCARE INC COMSRTS5,000$13,5500.01%
409INGREDION INC COMINGR138$13,3630.01%
410BLOCK INC CL ABSQKZ300$12,9570.01%
411UTILITIES SELECT SECTOR SPDR FUND81369Y886229$12,8680.01%
412QIAGEN NV SHS NEWQGEN314$12,5690.01%
413TRACTOR SUPPLY CO COMTSCO60$12,2100.01%
414FOUR CORNERS PPTY TR INC COM35086T109550$12,1280.01%
415VANGUARD MEGA CAP GROWTH ETF92191081652$11,9160.01%
416ISHARES GLOBAL 100 ETF464287572162$11,8990.01%
417WARNER BROS DISCOVERY INC COM SER AWBD1,125$11,8240.01%
418ARES MANAGEMENT CORPORATION CL A COM STKARES-PB115$11,7810.01%
419CHUBB LIMITED COMCB56$11,5580.01%
420BAXTER INTL INC COM071813109305$11,4100.01%
421BIONTECH SE SPONSORED ADSBNTX100$11,2750.01%
422ENTERPRISE PRODS PARTNERS L P COM293792107414$11,2610.01%
423DEERE & CO COMDE30$11,2150.01%
424ISHARES ESG AWARE USD CORPORATE BOND ETF46435G193516$11,0940.01%
425ROCKWELL AUTOMATION INC COMROK39$11,0740.01%
426MGM RESORTS INTERNATIONAL COMMGM300$11,0370.01%
427NETFLIX INC COMNFLX29$11,0300.01%
428AVALONBAY CMNTYS INC COMAWX65$10,9260.01%
429SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF78468R721250$10,8500.01%
430SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF808524748343$10,8460.01%
431F N B CORP COM3025201011,000$10,6000.01%
432BOSTON SCIENTIFIC CORP COMBSX200$10,5620.01%
433HALEON PLC SPON ADSHLNCF1,275$10,5440.01%
434THOMSON REUTERS CORP. COMTMSOF86$10,4600.01%
435VANGUARD TOTAL WORLD STOCK ETF922042742111$10,2870.01%
436HOULIHAN LOKEY INC CL AHLI97$10,2360.01%
437NICE LTD SPONSORED ADRNCSYF59$10,1920.01%
438INVESCO FTSE RAFI EMERGING MARKETS ETFIVZ564$9,9880.01%
439BLACKROCK SHORT DURATION BOND ETF46431W507200$9,9400.01%
440ISHARES CURRENCY HEDGED MSCI EUROZONE ETF46434V639322$9,7920.01%
441GALLAGHER ARTHUR J & CO COM36357610943$9,6710.01%
442ANALOG DEVICES INC COMADI55$9,6490.00%
443AMERICAN WTR WKS CO INC NEW COM03042010380$9,5800.00%
444VIATRIS INC COMVTRS952$9,5680.00%
445VANGUARD SMALL-CAP GROWTH ETF92290859545$9,5470.00%
446GENERAL DYNAMICS CORP COMGD42$9,4190.00%
447ISHARES RUSSELL 1000 GROWTH ETF46428761435$9,3890.00%
448PEMBINA PIPELINE CORP COMPPLOF319$9,3180.00%
449ISHARES CORE 1-5 YEAR USD BOND ETF46432F859200$9,2300.00%
450FORTIVE CORP COMFTV125$9,2130.00%
451HEICO CORP NEW COMHEI-A57$9,1780.00%
452KEURIG DR PEPPER INC COMKDP288$8,9880.00%
453VANGUARD REAL ESTATE ETF922908553119$8,8380.00%
454MONOLITHIC PWR SYS INC COM60983910519$8,7270.00%
455SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF808524888274$8,6500.00%
456ISHARES U.S. REAL ESTATE ETF464287739112$8,5900.00%
457QUALYS INC COMQLYS56$8,5650.00%
458S&P GLOBAL INC COMSPGI23$8,5260.00%
459INVESCO MSCI SUSTAINABLE FUTURE ETFIVZ196$8,4860.00%
460FIRST TRUST HEALTH CARE ALPHADEX FUND33734X14386$8,3070.00%
461ISHARES ESG AWARE MSCI EAFE ETF46435G516120$8,1740.00%
462WEST PHARMACEUTICAL SVSC INC COM95530610522$8,1530.00%
463SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF78464A367386$8,0520.00%
464SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETF808524730308$8,0360.00%
465TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS87403910091$7,9760.00%
466ARES CAPITAL CORP COMARCC415$7,9560.00%
467ISHARES CORE S&P US VALUE ETF464287663106$7,8580.00%
468MARATHON PETE CORP COMMARA51$7,6510.00%
469CORNING INC COMGLW250$7,5530.00%
470CROWN CASTLE INC COMCCI82$7,4560.00%
471SONY GROUP CORP SPONSORED ADRSNEJF90$7,3490.00%
472ISHARES ESG ADVANCED MSCI EAFE ETF46436E759130$7,3090.00%
473SPDR S&P MIDCAP 400 ETF TRUSTMDY16$7,2100.00%
474MEDTRONIC PLC SHSMDT92$7,1550.00%
475SCHWAB U.S. LARGE-CAP VALUE ETF808524409111$7,0840.00%
476ZOOM VIDEO COMMUNICATIONS INC CL AZM100$7,0110.00%
477ISHARES GLOBAL ENERGY ETF464287341173$6,9890.00%
478ISHARES ESG AWARE MSCI USA SMALL-CAP ETF46435U663208$6,8950.00%
479VANECK BIOTECH ETF92189F72644$6,7940.00%
480FS KKR CAP CORP COMFSK345$6,7450.00%
481ISHARES ESG AWARE US AGGREGATE BOND ETF46435U549143$6,4120.00%
482ROPER TECHNOLOGIES INC COMROP13$6,2900.00%
483CLEVELAND-CLIFFS INC NEW COMCLF400$6,2840.00%
484STARWOOD PPTY TR INC COMSTHO330$6,2300.00%
485ACTIVISION BLIZZARD INC COM00507V10966$6,2000.00%
486VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C87082$6,1620.00%
487STERIS PLC SHS USDSTE28$6,0340.00%
488RELIANCE INC COMRS23$5,9800.00%
489EVERCORE INC CLASS AEVR44$5,9070.00%
490KELLANOVA COMBEKE112$5,8800.00%
4913M CO COMMMM65$5,8640.00%
492ISHARES ESG AWARE MSCI EM ETF46434G863192$5,7810.00%
493ISHARES GLOBAL UTILITIES ETF464288711109$5,6380.00%
494WEYERHAEUSER CO MTN BE COM NEWWY184$5,5160.00%
495GREYSTONE HOUSING IMPACT INVES BEN UNIT CTFGHI349$5,4160.00%
496HANCOCK JOHN PREM DIVID FD COM SH BEN INT41013T105561$5,2340.00%
497NEWS CORP NEW CL ANWSLL255$5,1000.00%
498AUTOZONE INC COMAZO2$5,0460.00%
499BIO RAD LABS INC CL A09057220714$4,9220.00%
500PAYPAL HLDGS INC COMPYPL83$4,8600.00%