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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 0002023568-24-000017

Total Value
$213.7M
Positions
687
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC COMAAPL69,975$13.5M6.32%
2SPDR S&P 500 ETF TRUSTSPY20,558$9.8M4.58%
3BERKSHIRE HATHAWAY INC DEL CL ABRK-A15$8.1M3.82%
4SCHWAB US DIVIDEND EQUITY ETF808524797101,405$7.7M3.62%
5VANGUARD S&P 500 ETF92290836313,977$6.1M2.86%
6MICROSOFT CORP COMMSFT15,081$5.7M2.66%
7VANGUARD DIVIDEND APPRECIATION ETF92190884422,802$3.9M1.82%
8VANGUARD GROWTH ETF92290873610,782$3.4M1.57%
9VANGUARD RUSSELL 2000 ETF92206C66439,876$3.2M1.52%
10CHEVRON CORP NEW COMCVX20,230$3.0M1.41%
11ISHARES CORE S&P 500 ETF4642872005,774$2.8M1.29%
12SPDR PORTFOLIO S&P 500 VALUE ETF78464A50858,120$2.7M1.27%
13INVESCO S&P 500 EQUAL WEIGHT ETFIVZ16,729$2.6M1.24%
14MCDONALDS CORP COMMCD7,928$2.4M1.10%
15MERCK & CO INC COMMRK19,558$2.1M1.00%
16SCHWAB INTERNATIONAL EQUITY ETF80852480556,791$2.1M0.98%
17EXXON MOBIL CORP COMXOM20,488$2.0M0.96%
18PEPSICO INC COMPEP11,395$1.9M0.91%
19PROCTER AND GAMBLE CO COM74271810912,897$1.9M0.89%
20SPDR SSGA U.S. SECTOR ROTATION ETF78470P40841,116$1.9M0.88%
21VANGUARD CONSUMER DISCRETIONARY ETF92204A1086,127$1.9M0.87%
22PACCAR INC COMPCAR18,593$1.8M0.85%
23NUCOR CORP COMNUE10,095$1.8M0.82%
24ISHARES U.S. AEROSPACE & DEFENSE ETF46428876013,660$1.7M0.81%
25AFLAC INC COMAFL20,016$1.7M0.77%
26HOME DEPOT INC COMHD4,596$1.6M0.75%
27VISA INC COM CL AV6,092$1.6M0.74%
28SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X88945,898$1.6M0.73%
29ORACLE CORP COMORCL-PD14,612$1.5M0.72%
30ZIONS BANCORPORATION N A COM98970110734,084$1.5M0.70%
31ISHARES U.S. TECHNOLOGY ETF46428772111,245$1.4M0.65%
32VANGUARD FTSE PACIFIC ETF92204286618,641$1.3M0.63%
33BANK AMERICA CORP COM06050510439,871$1.3M0.63%
34ACCENTURE PLC IRELAND SHS CLASS AACN3,824$1.3M0.63%
35SPDR PORTFOLIO EMERGING MARKETS ETF78463X50937,527$1.3M0.62%
36TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS87403910012,765$1.3M0.62%
37INVESCO QQQ TRUST SERIES IIVZ3,236$1.3M0.62%
38FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF3160928089,061$1.3M0.61%
39JOHNSON & JOHNSON COMJNJ8,173$1.3M0.60%
40CISCO SYS INC COMCSCO25,077$1.3M0.59%
41ISHARES MSCI USA QUALITY FACTOR ETF46432F3398,452$1.2M0.58%
42PACER US CASH COWS 100 ETF69374H88123,856$1.2M0.58%
43SEACOAST BKG CORP FLA COM NEWSE43,556$1.2M0.58%
44VANGUARD FTSE EMERGING MARKETS ETF92204285829,192$1.2M0.56%
45VANGUARD FTSE DEVELOPED MARKETS ETF92194385824,904$1.2M0.56%
46AUTOMATIC DATA PROCESSING INC COMADP5,041$1.2M0.55%
47QUALCOMM INC COMQCOM8,023$1.2M0.54%
48PRICE T ROWE GROUP INC COMTROW10,675$1.1M0.54%
49META PLATFORMS INC CL AMETA3,190$1.1M0.53%
50JPMORGAN CHASE & CO COMVYLD6,539$1.1M0.52%
51VANGUARD TOTAL INTERNATIONAL BOND ETF92203J40722,485$1.1M0.52%
52VANGUARD SHORT-TERM BOND ETF92193782714,382$1.1M0.52%
53VANECK SEMICONDUCTOR ETF92189F6766,333$1.1M0.52%
54AMAZON COM INC COMAMZN7,222$1.1M0.51%
55COMCAST CORP NEW CL ACCZ24,688$1.1M0.51%
56ISHARES RUSSELL 2000 ETF4642876555,258$1.1M0.49%
57SPDR S&P SEMICONDUCTOR ETF78464A8624,476$1.0M0.47%
58SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R66310,608$969,4650.45%
59NVIDIA CORPORATION COMNVDA1,957$969,1460.45%
60VANGUARD VALUE ETF9229087446,396$956,2020.45%
61BOEING CO COMBA-PA3,655$952,9500.45%
62EOG RES INC COMEOG7,843$948,6110.44%
63FORTINET INC COMFTNT16,065$940,2840.44%
64SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R85321,976$926,9480.43%
65SCHWAB EMERGING MARKETS EQUITY ETF80852470636,285$899,5050.42%
66VANGUARD TAX-EXEMPT BOND ETF92290774617,550$895,9280.42%
67ALPHABET INC CAP STK CL CGOOG6,348$894,6240.42%
68INVESCO BULLETSHARES 2024 CORPORATE BOND ETFIVZ41,936$875,8330.41%
69VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C87010,660$866,4450.41%
70ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF46435U69733,330$864,2470.41%
71SPDR S&P OIL & GAS EQUIPMENT & SERVICES ETF78468R54910,079$851,7760.40%
72INTERNATIONAL BUSINESS MACHS COMINTR5,170$845,5540.40%
73ELI LILLY & CO COMLLY1,440$839,6160.39%
74LAM RESEARCH CORP COMLRCX1,058$828,6890.39%
75ALPHABET INC CAP STK CL AGOOG5,764$805,1730.38%
76INVESCO NASDAQ 100 ETFIVZ4,724$796,1830.37%
77FINANCIAL SELECT SECTOR SPDR FUND81369Y60521,042$791,1800.37%
78ISHARES 20 YEAR TREASURY BOND ETF4642874327,897$780,8550.37%
79KROGER CO COMKR16,916$773,2530.36%
80ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF4642875151,856$753,0030.35%
81VANGUARD MORTGAGE-BACKED SECURITIES ETF92206C77116,221$752,0060.35%
82VANGUARD LONG-TERM BOND ETF9219377939,916$739,5350.35%
83ISHARES CORE MODERATE ALLOCATION ETF46428987517,515$727,0610.34%
84HEALTH CARE SELECT SECTOR SPDR FUND81369Y2095,178$706,1760.33%
85TEXAS INSTRS INC COM8825081044,142$706,0880.33%
86COLGATE PALMOLIVE CO COMCL8,558$682,1580.32%
87ISHARES EXPANDED TECH SECTOR ETF4642875491,484$665,0990.31%
88SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X1091,761$663,6680.31%
89INDUSTRIAL SELECT SECTOR SPDR FUND81369Y7045,776$658,4060.31%
90VANGUARD INDUSTRIALS ETF92204A6032,976$656,0000.31%
91PIONEER NAT RES CO COM7237871072,898$651,7890.31%
92ISHARES CONVERTIBLE BOND ETF46435G1028,270$649,9390.30%
93SYNOPSYS INC COMSNPS1,241$639,1750.30%
94SPDR S&P HOMEBUILDERS ETF78464A8886,662$637,2870.30%
95BUILDERS FIRSTSOURCE INC COMBLDR3,799$634,2050.30%
96ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF46435G67212,425$618,7650.29%
97HCI GROUP INC COMHCIIP6,957$608,0420.29%
98SPDR BLOOMBERG 1-10 YEAR TIPS ETF78468R86131,167$579,3950.27%
99COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y8527,959$578,3010.27%
100PALO ALTO NETWORKS INC COMPANW1,956$576,7850.27%
101ISHARES CORE MSCI PACIFIC ETF46434V6969,540$567,7250.27%
102ISHARES U.S. HEALTHCARE PROVIDERS ETF4642888282,054$539,3650.25%
103HEALTHCARE RLTY TR CL A COM42226K10530,403$523,8550.25%
104NXP SEMICONDUCTORS N V COMNXPI2,280$523,6700.25%
105SPDR GOLD SHARESGLD2,693$514,8210.24%
106VANGUARD INTERMEDIATE-TERM BOND ETF9219378196,671$509,5310.24%
107INVESCO BULLETSHARES 2025 CORPORATE BOND ETFIVZ24,797$507,2230.24%
108INVESCO BULLETSHARES 2026 CORPORATE BOND ETFIVZ26,265$506,9150.24%
109KRATOS DEFENSE & SEC SOLUTIONS COM NEW50077B20724,930$505,8300.24%
110VANECK LONG MUNI ETF92189F53627,640$504,4300.24%
111SPDR S&P DIVIDEND ETF78464A7634,014$501,6300.24%
112DISNEY WALT CO COM2546871065,508$497,3230.23%
113PROSHARES ULTRA QQQ74347R2066,432$488,8320.23%
114INTEL CORP COMINTC9,686$486,7220.23%
115JACOBS SOLUTIONS INC COMJ3,691$479,0920.22%
116SPDR PORTFOLIO S&P 400 MID CAP ETF78464A8479,831$478,9660.22%
117MATERIALS SELECT SECTOR SPDR FUND81369Y1005,596$478,6820.22%
118TECHNOLOGY SELECT SECTOR SPDR FUND81369Y8032,483$477,9280.22%
119RAYMOND JAMES FINL INC COM7547301094,282$477,4430.22%
120NORTHROP GRUMMAN CORP COMNOC1,009$472,3530.22%
121BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A1,309$466,8680.22%
122SPDR SSGA FIXED INCOME SECTOR ROTATION ETF78470P50717,825$463,7170.22%
123AAR CORP COMAIR7,318$456,6430.21%
124ISHARES CORE 1-5 YEAR USD BOND ETF46432F8599,087$432,1780.20%
125VANECK PREFERRED SECURITIES EX FINANCIALS ETF92189F42924,514$421,1510.20%
126UNITEDHEALTH GROUP INC COMUNH792$416,9640.20%
127COCA COLA CO COMKO7,042$415,0020.19%
128CHUBB LIMITED COMCB1,835$414,7100.19%
129AMGEN INC COMAMGN1,431$412,1570.19%
130SCHLUMBERGER LTD COM STKSLB7,898$411,0120.19%
131ISHARES MSCI EAFE ETF4642874655,320$400,8620.19%
132SPDR S&P INTERNATIONAL SMALL CAP ETF78463X87112,376$393,0620.18%
133ABBVIE INC COMABBV2,522$390,8370.18%
134WALMART INC COMWMT2,446$385,6120.18%
135VANGUARD ENERGY ETF92204A3063,252$381,3950.18%
136TESLA INC COMTSLA1,510$375,2050.18%
137ISHARES CORE TOTAL USD BOND MARKET ETF46434V6138,083$372,3840.17%
138AKAMAI TECHNOLOGIES INC COMAKAM3,120$369,2520.17%
139ENERGY SELECT SECTOR SPDR FUND81369Y5064,308$361,1830.17%
140VANGUARD SMALL-CAP ETF9229087511,679$358,1810.17%
141ISHARES MBS ETF4642885883,700$348,0960.16%
142LOCKHEED MARTIN CORP COMLMT765$346,7460.16%
143UNION PAC CORP COMUNP1,405$345,0960.16%
144XTRACKERS USD HIGH YIELD CORPORATE BOND ETF2330514329,630$342,3470.16%
145CROWDSTRIKE HLDGS INC CL ACRWD1,331$339,8310.16%
146ROYAL CARIBBEAN GROUP COMV7780T1032,572$333,0480.16%
147LEIDOS HOLDINGS INC COMLDOS2,958$320,1740.15%
148ISHARES BIOTECHNOLOGY ETF4642875562,286$310,5530.15%
149INVESCO S&P 500 TOP 50 ETFIVZ8,102$305,6070.14%
150TEXTRON INC COMTXT3,760$302,3790.14%
151VANGUARD HIGH DIVIDEND YIELD INDEX ETF9219464062,669$297,9400.14%
152GOLDMAN SACHS GROUP INC COMGSCE749$289,1350.14%
153MASTERCARD INCORPORATED CL AMA658$280,6440.13%
154FIRST SOLAR INC COMFSLR1,575$271,3410.13%
155INVESCO NASDAQ INTERNET ETFIVZ7,315$263,8520.12%
156VANGUARD COMMUNICATION SERVICES ETF92204A8842,200$258,9930.12%
157TJX COS INC NEW COM8725401092,759$258,8220.12%
158ISHARES FLOATING RATE BOND ETF46429B6554,963$251,2270.12%
159SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF78464A2849,802$247,9910.12%
160PFIZER INC COMPFE8,583$247,1270.12%
161CVS HEALTH CORP COMCVS3,090$244,0060.11%
162GE AEROSPACE COM NEW3696043011,885$240,5830.11%
163SPDR PORTFOLIO S&P 500 GROWTH ETF78464A4093,610$234,8670.11%
164FORD MTR CO DEL COM34537086019,156$233,5120.11%
165ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF46435U2599,107$232,3290.11%
166ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF46435U4328,501$225,6590.11%
167WASTE MGMT INC DEL COM94106L1091,257$225,1290.11%
168ISHARES U.S. ENERGY ETF4642877965,079$224,0850.11%
169DANAHER CORPORATION COM235851102935$216,3030.10%
170ON SEMICONDUCTOR CORP COMON2,568$214,5050.10%
171AMERICAN EXPRESS CO COMAXP1,132$212,0690.10%
172SHOPIFY INC CL ASHOP2,709$211,0310.10%
173CATERPILLAR INC COMCAT701$207,2650.10%
174ISHARES MSCI EAFE VALUE ETF4642888773,946$205,5870.10%
175ABBOTT LABS COMABLZF1,836$202,1980.09%
176DARDEN RESTAURANTS INC COMDRI1,197$196,6670.09%
177AT&T INC COMT-PC11,434$191,8780.09%
178MARRIOTT INTL INC NEW CL A571903202830$187,1730.09%
179SPDR PORTFOLIO AGGREGATE BOND ETF78464A6497,256$186,0440.09%
180SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF78464A6726,413$183,1550.09%
181SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF78464A3918,076$171,5340.08%
182SERVICE CORP INTL COM8175651042,493$170,6460.08%
183HONEYWELL INTL INC COM438516106797$167,1390.08%
184DEERE & CO COMDE398$159,1480.07%
185ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4642871501,494$157,2140.07%
186STARBUCKS CORP COMSBUX1,636$157,1070.07%
187ISHARES CORE S&P SMALL CAP ETF4642878041,417$153,3900.07%
188TRAVELERS COMPANIES INC COMTRV800$152,3920.07%
189VANGUARD TOTAL STOCK MARKET ETF922908769639$151,5840.07%
190BLACKSTONE INC COMBX1,142$149,5110.07%
191UIPATH INC CL APATH5,920$147,0530.07%
192DELTA AIR LINES INC DEL COM NEWDAL3,651$146,8800.07%
193D R HORTON INC COM23331A109963$146,3570.07%
194PRUDENTIAL FINL INC COMPUKPF1,409$146,1270.07%
195PNC FINL SVCS GROUP INC COM693475105928$143,7010.07%
196UNITED PARCEL SERVICE INC CL BUPS909$142,9220.07%
197ADOBE INC COMADBE238$141,9910.07%
198FIRST TRUST NASDAQ CYBERSECURITY ETF33734X8462,635$141,8680.07%
199COSTCO WHSL CORP NEW COM22160K105211$139,2770.07%
200VANGUARD FINANCIALS ETF92204A4051,500$138,3900.06%
201PHILLIPS 66 COMPSX987$131,4090.06%
202MONDELEZ INTL INC CL A6092071051,813$131,3160.06%
203LINDE PLC SHSLIN319$131,0160.06%
204BRISTOL-MYERS SQUIBB CO COMCELG-RI2,506$128,6090.06%
205INVENTRUST PPTYS CORP COM NEW46124J2014,992$126,4970.06%
206HUMANA INC COMHUM273$124,9820.06%
207VANGUARD SHORT-TERM TAX EXEMPT BOND ETF9219358701,230$124,7340.06%
208SPDR BLACKSTONE SENIOR LOAN ETF78467V6082,929$122,8130.06%
209CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y407686$122,6640.06%
210GENERAL MLS INC COM3703341041,878$122,3330.06%
211SOFI TECHNOLOGIES INC COMSOFI11,919$118,5940.06%
212ISHARES MSCI EAFE GROWTH ETF4642888851,195$115,7360.05%
213T-MOBILE US INC COMTMUSZ718$115,1170.05%
214JABIL INC COMJBL903$115,0420.05%
215PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A4671,177$112,0500.05%
216THE CIGNA GROUP COM125523100369$110,4970.05%
217BLACKROCK SHORT MATURITY MUNICIPAL BOND ETF46431W8382,200$109,9780.05%
218ALBEMARLE CORP COMALB-PA751$108,5040.05%
219PALANTIR TECHNOLOGIES INC CL APLTR6,227$106,9180.05%
220ISHARES MORNINGSTAR SMALL CAP VALUE ETF4642887031,800$106,5780.05%
221KIMBERLY-CLARK CORP COMKMB876$106,4430.05%
222ISHARES TREASURY FLOATING RATE BOND ETF46434V8602,101$106,0370.05%
223SOUTHWEST AIRLS CO COM8447411083,610$104,2770.05%
224GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF37954Y6244,131$101,9120.05%
225ISHARES SELECT DIVIDEND ETF464287168868$101,7470.05%
226SANOFI SPONSORED ADRSNYNF2,027$100,8030.05%
227BEST BUY INC COMBBY1,280$100,1980.05%
228WELLS FARGO CO NEW COM9497461012,021$99,4740.05%
229ARK INNOVATION ETF00214Q1041,892$99,0840.05%
230VANGUARD MID-CAP ETF922908629423$98,4070.05%
231NEXTERA ENERGY INC COMNEE-PW1,608$97,6700.05%
232MOTOROLA SOLUTIONS INC COM NEWMSI308$96,4320.05%
233BROADCOM INC COMAVGO86$95,9980.05%
234SPDR PORTFOLIO LONG TERM TREASURY ETF78464A6643,308$95,9980.05%
235GENERAL MTRS CO COM37045V1002,640$94,8560.04%
236CDW CORP COMCDW416$94,5650.04%
237CADENCE DESIGN SYSTEM INC COMCDNS346$94,2400.04%
238LOWES COS INC COM548661107421$93,6940.04%
239NORFOLK SOUTHN CORP COM655844108396$93,6060.04%
240VEEVA SYS INC CL A COMVEEV480$92,4100.04%
241MAIDEN HOLDINGS LTD SHSMHNC40,000$91,6000.04%
242ISHARES CORE AGGRESSIVE ALLOCATION ETF4642898591,325$91,4910.04%
243MORGAN STANLEY COM NEWMS-PQ964$89,8930.04%
244PHILIP MORRIS INTL INC COM718172109929$87,4000.04%
245ISHARES PREFERRED & INCOME SECURITIES ETF4642886872,697$84,1190.04%
246THERMO FISHER SCIENTIFIC INC COMTMO158$83,8650.04%
247ISHARES CORE S&P MID-CAP ETF464287507301$83,4220.04%
248CAPITAL ONE FINL CORP COM14040H105631$82,7370.04%
249HARLEY DAVIDSON INC COMHOG2,244$82,6690.04%
250AMERICAN AIRLS GROUP INC COM02376R1026,000$82,4400.04%
251VANGUARD FTSE EUROPE ETF9220428741,278$82,4050.04%
252ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF464287242743$82,2200.04%
253ZOETIS INC CL AZTS411$81,1190.04%
254NIKE INC CL BNKE743$80,6680.04%
255INTUIT COMINTU129$80,6290.04%
256DRAFTKINGS INC NEW COM CL ADKNG2,284$80,5110.04%
257SHELL PLC SPON ADSRYDAF1,205$79,2890.04%
258DISCOVER FINL SVCS COM254709108700$78,6800.04%
259SALESFORCE INC COMCRM297$78,1530.04%
260ISHARES CORE MSCI EMERGING MARKETS ETF46434G1031,545$78,1460.04%
261TERADYNE INC COMTER718$77,9170.04%
262FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF33738R6051,496$77,1190.04%
263FEDEX CORP COMFDX300$75,8910.04%
264FIRST TRUST TECHNOLOGY ALPHADEX FUND33734X176584$74,7930.04%
265PPG INDS INC COM693506107500$74,7750.04%
266WISDOMTREE U.S. SMALLCAP FUNDWT1,500$74,7300.04%
267SKYWORKS SOLUTIONS INC COMSWKS648$72,8480.03%
268HARTFORD FINL SVCS GROUP INC COMHIG-PG902$72,5430.03%
269ISHARES S&P 100 ETF464287101319$71,4130.03%
270DOLLAR TREE INC COMDLTR500$71,0250.03%
271AMERICAN TOWER CORP NEW COM03027X100326$70,3770.03%
272ARCHER DANIELS MIDLAND CO COMADM939$67,8150.03%
273CONSUMER STAPLES SELECT SECTOR SPDR FUND81369Y308940$67,7080.03%
274SPDR S&P AEROSPACE & DEFENSE ETF78464A631496$67,1680.03%
275MSCI INC COMMSCI117$66,1810.03%
276AON PLC SHS CL AAON222$64,6060.03%
277ISHARES S&P 500 GROWTH ETF464287309839$63,0090.03%
278ABRDN PHYSICAL GOLD SHARES ETF00326A1043,182$62,8230.03%
279ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF464288612586$61,3890.03%
280TOTALENERGIES SE SPONSORED ADSTTE900$60,6420.03%
281METLIFE INC COMMET-PF908$60,0460.03%
282SYSCO CORP COMSYY819$59,8930.03%
283VERTEX PHARMACEUTICALS INC COMVRTX144$58,5920.03%
284UBER TECHNOLOGIES INC COMUBER934$57,5060.03%
285SMUCKER J M CO COM NEW832696405454$57,5010.03%
286SPDR BLOOMBERG HIGH YIELD BOND ETF78468R622604$57,2170.03%
287ISHARES ESG AWARE MSCI USA ETF46435G425535$56,1320.03%
288HUNT J B TRANS SVCS INC COM445658107280$55,9270.03%
289BOISE CASCADE CO DEL COMBCC432$55,8840.03%
290WATERS CORP COM941848103168$55,5960.03%
291ISHARES U.S. CONSUMER DISCRETIONARY ETF464287580728$55,1610.03%
292SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF78464A3751,655$54,3340.03%
293MID-AMER APT CMNTYS INC COM59522J103404$54,3220.03%
294ISHARES RUSSELL 1000 ETF464287622201$52,7140.02%
295SCHWAB CHARLES CORP COMSCHW-PJ766$52,7010.02%
296AXCELIS TECHNOLOGIES INC COM NEWACLS403$52,2650.02%
297SAP SE SPON ADRSAPGF337$52,0970.02%
298CONOCOPHILLIPS COMCOP444$51,5350.02%
299GLACIER BANCORP INC NEW COMGBCI1,239$51,1950.02%
300BANK NEW YORK MELLON CORP COM064058100981$51,0610.02%
301ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158484$51,0280.02%
302ZEBRA TECHNOLOGIES CORPORATION CL AZBRA185$50,5660.02%
303AMERIPRISE FINL INC COM03076C106133$50,5170.02%
304DOLLAR GEN CORP NEW COM256677105346$47,0390.02%
305STATE STR CORP COMSTT-PG600$46,4760.02%
306CLOUDFLARE INC CL A COMNET557$46,3760.02%
307PACKAGING CORP AMER COM695156109275$44,8000.02%
308AIR PRODS & CHEMS INC COMAIIR163$44,6290.02%
309UNILEVER PLC SPON ADR NEWUNLYF906$43,9230.02%
310SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF78468R2001,435$43,8970.02%
311US BANCORP DEL COM NEWUSB-PS990$42,8470.02%
312ISHARES S&P SMALL-CAP 600 VALUE ETF464287879402$41,4340.02%
313SPDR NUVEEN MUNICIPAL BOND ETF78470P7051,500$41,2730.02%
314AMERICAN HOMES 4 RENT CL AAMH-PG1,141$41,0300.02%
315ISHARES U.S. BASIC MATERIALS ETF464287838295$40,7570.02%
316TENET HEALTHCARE CORP COM NEWTHC533$40,2790.02%
317PRINCIPAL FINANCIAL GROUP INC COMPFG500$39,3350.02%
318GENUINE PARTS CO COMGPC284$39,3340.02%
319ISHARES RUSSELL 1000 VALUE ETF464287598235$38,8340.02%
320REGENERON PHARMACEUTICALS COMREGN44$38,6450.02%
321GSK PLC SPONSORED ADRGLAXF1,020$37,8010.02%
322INVESCO S&P 500 PURE GROWTH ETFIVZ1,145$36,9380.02%
323KRAFT HEINZ CO COMKHC998$36,9060.02%
324ISHARES GOLD TRUSTIAU934$36,4540.02%
325VERIZON COMMUNICATIONS INC COMVZ951$35,8530.02%
326BLACKROCK INC COMBLK44$35,7190.02%
327CLOROX CO DEL COMCLX250$35,6480.02%
328SPDR S&P TRANSPORTATION ETF78464A532425$35,4830.02%
329ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G764634$35,1300.02%
330XENIA HOTELS & RESORTS INC COMXHR2,528$34,4310.02%
331INTERCONTINENTAL EXCHANGE INC COM45866F104268$34,4190.02%
332VANGUARD SMALL CAP VALUE ETF922908611190$34,1940.02%
333ISHARES TIPS BOND ETF464287176312$33,5910.02%
334ECOLAB INC COMECL168$33,3230.02%
335GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFNVGLF350$32,8340.02%
336AMERICAN ELEC PWR CO INC COM025537101400$32,4880.02%
337CMS ENERGY CORP COMCMS-PC557$32,3450.02%
338VANECK INTERMEDIATE MUNI ETF92189H201680$31,9800.01%
339ISHARES GLOBAL ENERGY ETF464287341817$31,9530.01%
340CANADIAN NATL RY CO COM136375102248$31,1560.01%
341EMERSON ELEC CO COMEMR319$31,0480.01%
342OPPENHEIMER HLDGS INC CL A NON VTGOPY750$30,9900.01%
343ENTERPRISE PRODS PARTNERS L P COM2937921071,159$30,5400.01%
344PUBLIC STORAGE OPER CO COMPSA-PS100$30,5000.01%
345ISHARES U.S. INFRASTRUCTURE ETF46435U713755$30,4040.01%
346BP PLC SPONSORED ADRBPPFF852$30,1610.01%
347WELLS FARGO CO NEW PERP PFD CNV A94974680425$29,8910.01%
348MICRON TECHNOLOGY INC COMMU347$29,6130.01%
349PARKER-HANNIFIN CORP COMPH64$29,4850.01%
350DUKE ENERGY CORP NEW COM NEWDUKB300$29,1120.01%
351L3HARRIS TECHNOLOGIES INC COMLHX137$28,8550.01%
352ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF464288281320$28,4990.01%
353HAWAIIAN HOLDINGS INC COMHE2,000$28,4000.01%
354INVESCO FTSE RAFI US 1000 ETFIVZ805$28,3360.01%
355SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF78463X8631,028$28,0540.01%
356MODERNA INC COMMRNA280$27,8460.01%
357SPDR DOW JONES REIT ETF78464A607292$27,8330.01%
358REPUBLIC SVCS INC COM760759100168$27,7050.01%
359ISHARES MSCI USA MIN VOL FACTOR ETF46429B697354$27,6230.01%
360BLACKROCK U.S. CARBON TRANSITION READINESS ETFBLK510$26,6930.01%
361TYSON FOODS INC CL ATSN486$26,1230.01%
362NOVARTIS AG SPONSORED ADRNVSEF258$26,0500.01%
363SPDR S&P 600 SMALL CAP GROWTH ETF78464A201308$25,7580.01%
364GILEAD SCIENCES INC COMGILD317$25,6800.01%
365VERALTO CORP COM SHSVLTO310$25,5010.01%
366JOBY AVIATION INC COMMON STOCKJOBY-WT3,832$25,4830.01%
367CBIZ INC COMCBZ406$25,4120.01%
368SPDR BLACKSTONE HIGH INCOME ETF78470P846900$25,3170.01%
369PACER TRENDPILOT US LARGE CAP ETF69374H105582$25,1830.01%
370BOOZ ALLEN HAMILTON HLDG CORP CL ABAH195$24,9420.01%
371SPDR PORTFOLIO MORTGAGE BACKED BOND ETF78464A3831,125$24,8290.01%
372SCHWAB U.S. BROAD MARKET ETF808524102444$24,7170.01%
373ISHARES CORE U.S. AGGREGATE BOND ETF464287226247$24,5150.01%
374AGCO CORP COMAGCO200$24,2820.01%
375EDISON INTL COM281020107336$24,0210.01%
376INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETFIVZ499$23,6500.01%
377BIOGEN INC COMBIIB90$23,2890.01%
378BLOCK INC CL ABSQKZ300$23,2050.01%
379SPDR PORTFOLIO TIPS ETF78464A656905$23,1410.01%
380ALTRIA GROUP INC COMMO570$23,0320.01%
381WISDOMTREE GLOBAL HIGH DIVIDEND FUNDWT468$22,8420.01%
382VANGUARD TOTAL INTERNATIONAL STOCK ETF921909768394$22,8360.01%
383JANUS HENDERSON GROUP PLC ORD SHSJHG747$22,5220.01%
384RIO TINTO PLC SPONSORED ADRRTNTF300$22,3380.01%
385BUNGE GLOBAL SA COM SHSBG221$22,3100.01%
386ELEVANCE HEALTH INC COMELV46$21,6920.01%
387KEYCORP COM4932671081,500$21,6000.01%
388VANGUARD MID-CAP GROWTH ETF92290853898$21,5180.01%
389INVESCO FTSE RAFI US 1500 SMALL-MID ETFIVZ570$21,3690.01%
390GOLD FIELDS LTD SPONSORED ADRGFIOF1,470$21,2560.01%
391IQ MERGER ARBITRAGE ETF45409B800667$20,9500.01%
392ADVANCED MICRO DEVICES INC COMAMD141$20,7850.01%
393GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC266$20,5670.01%
394WATSCO INC COMWSO-B47$20,1380.01%
395MEDPACE HLDGS INC COMMEDP64$19,6180.01%
396SCHWAB U.S. REIT ETF808524847930$19,2600.01%
397GLOBAL PMTS INC COM37940X102149$19,0430.01%
398SCHWAB U.S. SMALL-CAP ETF808524607398$18,8020.01%
399ISHARES MSCI KLD 400 SOCIAL ETF464288570205$18,6650.01%
400ISHARES U.S. INDUSTRIALS ETF464287754160$18,2980.01%
401CHARTER COMMUNICATIONS INC NEW CL A16119P10846$17,8790.01%
402LITHIUM AMERICAS ARGENTINA COR COM SHS53681K1002,780$17,5700.01%
403ARISTA NETWORKS INC COMANET73$17,1920.01%
404VERTEX ENERGY INC COMVERX5,000$16,9500.01%
405SOUTHERN CO COMSOMN233$16,3380.01%
406ONEOK INC NEW COMOKE230$16,1510.01%
407ISHARES MSCI PACIFIC EX-JAPAN ETF464286665369$16,0180.01%
408RTX CORPORATION COMRTX190$15,9870.01%
409ISHARES ESG ADVANCED MSCI USA ETF46436E767396$15,7690.01%
410WALGREENS BOOTS ALLIANCE INC COM931427108600$15,6660.01%
411GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETFNVGLF475$15,5140.01%
412SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF78464A359210$15,1520.01%
413SPDR ICE PREFERRED SECURITIES ETF78464A292450$15,0840.01%
414UTILITIES SELECT SECTOR SPDR FUND81369Y886229$14,5030.01%
415ISHARES NORTH AMERICAN NATURAL RESOURCES ETF464287374355$14,4560.01%
416NETFLIX INC COMNFLX29$14,1200.01%
417VANGUARD SHORT-TERM CORPORATE BOND ETF92206C409182$14,0810.01%
418FOUR CORNERS PPTY TR INC COM35086T109550$13,9150.01%
419F N B CORP COM3025201011,000$13,7700.01%
420ARES MANAGEMENT CORPORATION CL A COM STKARES-PB115$13,6760.01%
421QIAGEN NV SHS NEWQGEN314$13,6370.01%
422VANGUARD MEGA CAP GROWTH ETF92191081652$13,4950.01%
423MGM RESORTS INTERNATIONAL COMMGM300$13,4040.01%
424ISHARES GLOBAL 100 ETF464287572162$13,0440.01%
425TRACTOR SUPPLY CO COMTSCO60$12,9020.01%
426THOMSON REUTERS CORP. COMTMSOF86$12,5750.01%
427TARGET CORP COMTGT88$12,5330.01%
428INGREDION INC COMINGR115$12,4810.01%
429INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETFIVZ928$12,3420.01%
430AVALONBAY CMNTYS INC COMAWX65$12,1690.01%
431ROCKWELL AUTOMATION INC COMROK39$12,1090.01%
432SUNOCO LP/SUNOCO FIN CORP COM UT REP LPSUN200$11,9860.01%
433MONOLITHIC PWR SYS INC COM60983910519$11,9850.01%
434SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF808524748343$11,9570.01%
435NEWMONT CORP COMNEMCL288$11,9200.01%
436ISHARES ESG AWARE USD CORPORATE BOND ETF46435G193512$11,9140.01%
437BAXTER INTL INC COM071813109305$11,8110.01%
438SENSUS HEALTHCARE INC COMSRTS5,000$11,8000.01%
439NICE LTD SPONSORED ADRNCSYF59$11,7710.01%
440SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF78468R721250$11,7500.01%
441HOULIHAN LOKEY INC CL AHLI97$11,6310.01%
442BOSTON SCIENTIFIC CORP COMBSX200$11,5620.01%
443VANGUARD TOTAL WORLD STOCK ETF922042742111$11,4200.01%
444QUALYS INC COMQLYS56$10,9920.01%
445PEMBINA PIPELINE CORP COMPPLOF319$10,9800.01%
446ANALOG DEVICES INC COMADI55$10,9210.01%
447VANGUARD SMALL-CAP GROWTH ETF92290859545$10,8800.01%
448INVESCO FTSE RAFI EMERGING MARKETS ETFIVZ564$10,7720.01%
449ISHARES CURRENCY HEDGED MSCI EUROZONE ETF46434V639322$10,7230.01%
450ISHARES RUSSELL 1000 GROWTH ETF46428761435$10,6110.00%
451AMERICAN WTR WKS CO INC NEW COM03042010380$10,5590.00%
452BIONTECH SE SPONSORED ADSBNTX100$10,5540.00%
453VANGUARD REAL ESTATE ETF922908553119$10,5150.00%
454HALEON PLC SPON ADSHLNCF1,275$10,4930.00%
455S&P GLOBAL INC COMSPGI23$10,2420.00%
456ISHARES U.S. REAL ESTATE ETF464287739112$10,2380.00%
457HEICO CORP NEW COMHEI-A57$10,1960.00%
458VALE S A SPONSORED ADSVALE639$10,1350.00%
459BLACKROCK SHORT DURATION BOND ETF46431W507200$10,1040.00%
460VIATRIS INC COMVTRS933$10,1040.00%
461WARNER BROS DISCOVERY INC COM SER AWBD884$10,0600.00%
462GALLAGHER ARTHUR J & CO COM36357610943$9,6700.00%
463KEURIG DR PEPPER INC COMKDP288$9,5960.00%
464SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF808524888274$9,5600.00%
465CROWN CASTLE INC COMCCI82$9,4460.00%
466INVESCO MSCI SUSTAINABLE FUTURE ETFIVZ196$9,2580.00%
467FORTIVE CORP COMFTV125$9,2040.00%
468DEVON ENERGY CORP NEW COM25179M103200$9,0600.00%
469ISHARES ESG ADVANCED MSCI EAFE ETF46436E759140$8,9430.00%
470ISHARES CORE S&P US VALUE ETF464287663106$8,9390.00%
471FIRST TRUST HEALTH CARE ALPHADEX FUND33734X14386$8,9060.00%
472ENPHASE ENERGY INC COMENPH66$8,7210.00%
473CHECK POINT SOFTWARE TECH LTD ORDM2246510457$8,7090.00%
474GENERAL DYNAMICS CORP COMGD33$8,6340.00%
475SONY GROUP CORP SPONSORED ADRSNEJF90$8,5220.00%
476SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETF808524730308$8,3590.00%
477ARES CAPITAL CORP COMARCC415$8,3120.00%
478INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETFIVZ153$8,2880.00%
479FIDELITY BLUE CHIP GROWTH ETF316092352247$8,2280.00%
480CLEVELAND-CLIFFS INC NEW COMCLF400$8,1680.00%
481SPDR S&P MIDCAP 400 ETF TRUSTMDY16$8,1180.00%
482SCHWAB U.S. LARGE-CAP VALUE ETF808524409111$7,7810.00%
483WEST PHARMACEUTICAL SVSC INC COM95530610522$7,7470.00%
484CORNING INC COMGLW250$7,6130.00%
485MEDTRONIC PLC SHSMDT92$7,5790.00%
486MARATHON PETE CORP COMMARA51$7,5660.00%
487EVERCORE INC CLASS AEVR44$7,5260.00%
488VANECK BIOTECH ETF92189F72644$7,2740.00%
489ZOOM VIDEO COMMUNICATIONS INC CL AZM100$7,1910.00%
4903M CO COMMMM65$7,1060.00%
491ROPER TECHNOLOGIES INC COMROP13$7,0870.00%
492STARWOOD PPTY TR INC COMSTHO330$6,9370.00%
493FS KKR CAP CORP COMFSK345$6,8900.00%
494RELIANCE INC COMRS23$6,4330.00%
495WEYERHAEUSER CO MTN BE COM NEWWY184$6,3980.00%
496ISHARES GLOBAL UTILITIES ETF464288711109$6,3710.00%
497KELLANOVA COMBEKE112$6,2620.00%
498NEWS CORP NEW CL ANWSLL255$6,2600.00%
499STERIS PLC SHS USDSTE28$6,1560.00%
500HANCOCK JOHN PREM DIVID FD COM SH BEN INT41013T105561$5,9750.00%