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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

LRI Investments, LLC

Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0002056315-25-000004

Total Value
$1.04B
Positions
1,371
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ARES MANAGEMENT CORPORATION CL A COM STKARES-PB2,599,176$460.1M44.89%
2DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V7082,483,760$85.9M8.38%
3ASSURED GUARANTY LTD COMAGO292,952$26.4M2.57%
4WISDOMTREE U.S. LARGECAP DIVIDEND FUNDWT337,724$26.3M2.56%
5DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF25434V203895,035$26.1M2.55%
6DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF25434V880993,253$24.7M2.41%
7WISDOMTREE INTERNATIONAL EQUITY FUNDWT390,651$20.6M2.01%
8APPLE INC COMAAPL74,543$18.7M1.82%
9AMAZON COM INC COMAMZN86,920$14.5M1.41%
10DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF25434V781483,365$12.8M1.25%
11WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUNDWT202,350$12.7M1.24%
12VANGUARD REAL ESTATE ETF922908553139,513$12.4M1.21%
13MICROSOFT CORP COMMSFT53,410$11.4M1.12%
14RTX CORPORATION COMRTX77,338$8.9M0.87%
15NVIDIA CORPORATION COMNVDA60,880$8.2M0.80%
16DIMENSIONAL US LARGE CAP VALUE ETF25434V666210,960$6.3M0.62%
17SPDR S&P 500 ETF TRUSTSPY9,304$5.5M0.53%
18BROADCOM INC COMAVGO19,055$4.4M0.43%
19DIMENSIONAL GLOBAL REAL ESTATE ETF25434V658159,330$4.1M0.40%
20JPMORGAN CHASE & CO. COMVYLD39,660$4.0M0.39%
21CARRIER GLOBAL CORPORATION COMCARR58,794$4.0M0.39%
22NUCOR CORP COMNUE33,781$3.9M0.38%
23EXXON MOBIL CORP COMXOM36,630$3.9M0.38%
24META PLATFORMS INC CL AMETA33,105$3.8M0.37%
25ACCENTURE PLC IRELAND SHS CLASS AACN10,855$3.8M0.37%
26VANGUARD S&P 500 ETF9229083636,465$3.5M0.34%
27COCA COLA CO COMKO54,207$3.4M0.33%
28BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A7,361$3.3M0.33%
29VANGUARD TOTAL STOCK MARKET ETF92290876911,308$3.3M0.32%
30ALPHABET INC CAP STK CL CGOOG15,345$2.9M0.29%
31M & T BK CORP COM55261F10414,772$2.8M0.27%
32OTIS WORLDWIDE CORP COMOTIS29,158$2.7M0.26%
33ABBVIE INC COMABBV14,962$2.7M0.26%
34ALPHABET INC CAP STK CL AGOOG52,176$2.6M0.25%
35DIMENSIONAL U.S. EQUITY MARKET ETF25434V40140,655$2.6M0.25%
36HOME DEPOT INC COMHD26,547$2.5M0.24%
37WALMART INC COMWMT27,154$2.5M0.24%
38ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF46428860448,567$2.4M0.23%
39ELI LILLY & CO COMLLY2,977$2.3M0.22%
40ISHARES MORNINGSTAR MID-CAP GROWTH ETF46428830729,730$2.2M0.22%
41DIMENSIONAL US CORE EQUITY MARKET ETF25434V10453,310$2.2M0.21%
42MCDONALDS CORP COMMCD7,347$2.1M0.21%
43HONEYWELL INTL INC COM4385161068,871$2.0M0.20%
44PROCTER AND GAMBLE CO COM74271810911,933$2.0M0.20%
45CHEVRON CORP NEW COMCVX13,336$1.9M0.19%
46VANGUARD DIVIDEND APPRECIATION ETF9219088449,722$1.9M0.19%
47VANGUARD FTSE ALL-WORLD EX-US INDEX FUND92204277532,522$1.9M0.18%
48JOHNSON & JOHNSON COMJNJ12,724$1.8M0.18%
49GOLUB CAP BDC INC COM38173M102118,986$1.8M0.18%
50LOCKHEED MARTIN CORP COMLMT3,679$1.8M0.17%
51SS&C TECHNOLOGIES HLDGS INC COMSSNC22,580$1.7M0.17%
52ISHARES MORNINGSTAR MID-CAP VALUE ETF46428840622,656$1.7M0.16%
53BANK AMERICA CORP COM06050510435,837$1.6M0.15%
54TRAVELERS COMPANIES INC COMTRV6,364$1.5M0.15%
55VISA INC COM CL AV30,229$1.5M0.15%
56PACER GLOBAL CASH COWS DIVIDEND ETF69374H70944,082$1.5M0.15%
57THE CIGNA GROUP COM1255231005,244$1.4M0.14%
58PEPSICO INC COMPEP9,457$1.4M0.14%
59MERCK & CO INC COMMRK14,056$1.4M0.14%
60ENTERPRISE PRODS PARTNERS L P COM29379210743,728$1.4M0.13%
61VANGUARD GROWTH ETF9229087363,319$1.4M0.13%
62BLACKSTONE INC COMBX7,608$1.3M0.13%
63JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF46654Q20323,000$1.3M0.13%
64WEBSTER FINL CORP COM94789010922,962$1.3M0.12%
65PARAMETRIC EQUITY PREMIUM INCOME ETFMS-PQ48,100$1.3M0.12%
66JPMORGAN EQUITY PREMIUM INCOME ETF46641Q33221,822$1.3M0.12%
67FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF33739Q70525,000$1.3M0.12%
68CATERPILLAR INC COMCAT3,454$1.3M0.12%
69TORONTO DOMINION BK ONT COM NEWTORO22,991$1.2M0.12%
70MASTERCARD INCORPORATED CL AMA2,235$1.2M0.11%
71SERVICENOW INC COMNOW1,094$1.2M0.11%
72ISHARES MORNINGSTAR SMALL CAP VALUE ETF46428870318,201$1.2M0.11%
73NOVO-NORDISK A S ADRNONOF13,060$1.1M0.11%
74DIMENSIONAL US CORE EQUITY 1 ETF25434V62517,210$1.1M0.11%
75GENERAL DYNAMICS CORP COMGD4,071$1.1M0.10%
76PROLOGIS INC. COMPLDGP10,124$1.1M0.10%
77NETFLIX INC COMNFLX1,112$991,0660.10%
78CISCO SYS INC COMCSCO16,721$989,8850.10%
79DANAHER CORPORATION COM2358511024,224$969,6380.09%
80VERIZON COMMUNICATIONS INC COMVZ24,236$969,1790.09%
81UNITEDHEALTH GROUP INC COMUNH18,587$966,7290.09%
82INTERNATIONAL BUSINESS MACHS COMINTR4,396$966,3490.09%
83DEERE & CO COMDE2,260$957,5620.09%
84ADOBE INC COMADBE2,142$952,5700.09%
85REALTY INCOME CORP COMO17,330$925,5950.09%
86DIMENSIONAL US MARKETWIDE VALUE ETF25434V72422,382$915,8710.09%
87DIMENSIONAL INTERNATIONAL VALUE ETF25434V80725,386$900,6870.09%
88MEDTRONIC PLC SHSMDT11,130$889,0640.09%
89CORNING INC COMGLW18,654$886,4380.09%
90VANGUARD TOTAL INTERNATIONAL STOCK ETF92190976814,833$874,1010.09%
91PNC FINL SVCS GROUP INC COM6934751054,494$866,7380.08%
92GOLDMAN SACHS GROUP INC COMGSCE1,479$846,6740.08%
93EATON CORP PLC SHSETN2,550$846,1450.08%
94FINANCIAL SELECT SECTOR SPDR FUND81369Y60517,459$843,7930.08%
95MERCADOLIBRE INC COMMELI492$836,1440.08%
96PHILIP MORRIS INTL INC COM7181721096,864$826,1210.08%
97ORACLE CORP COMORCL-PD4,881$813,3160.08%
98WP CAREY INC COM92936U10914,911$812,3730.08%
99MICROSOFT CORP COMMSFT1,907$803,8010.08%
100ALLSTATE CORP COMALL-PJ17,037$790,2970.08%
101INVESCO QQQ TRUST SERIES IIVZ1,529$781,6710.08%
102ANALOG DEVICES INC COMADI3,621$769,2600.08%
103CHUBB LIMITED COMCB2,742$757,6150.07%
104TEXAS INSTRS INC COM8825081043,979$746,1020.07%
105VANGUARD COMMUNICATION SERVICES ETF92204A8844,800$743,8080.07%
106AMAZON COM INC COMAMZN3,226$707,7520.07%
107GENERAL MTRS CO COM37045V10013,283$707,5850.07%
108AT&T INC COMT-PC30,785$700,9740.07%
109AIR PRODS & CHEMS INC COMAIIR2,395$694,6460.07%
110NVIDIA CORPORATION COMNVDA5,140$690,2510.07%
111FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDFLEX18,812$684,0160.07%
112TESLA INC COMTSLA1,670$674,5440.07%
113ISHARES U.S. MEDICAL DEVICES ETF46428881011,391$664,6650.06%
114VANGUARD SHORT-TERM TREASURY ETF92206C10211,365$661,2160.06%
115INTUITIVE SURGICAL INC COM NEWISRG1,256$655,7250.06%
116EMERSON ELEC CO COMEMR5,277$653,9790.06%
117ISHARES MORNINGSTAR GROWTH ETF4642871197,230$647,8080.06%
118ISHARES EMERGING MARKETS DIVIDEND ETF46428631925,000$645,7500.06%
119KEYCORP COM49326710837,429$641,5330.06%
120WELLTOWER INC COMWELL4,935$621,9580.06%
121ELEVANCE HEALTH INC COMELV1,637$603,8890.06%
122APPLE INC COMAAPL2,371$593,7460.06%
123LOWES COS INC COM5486611072,380$587,4340.06%
124BLACKROCK INC COMBLK570$584,7020.06%
125ARISTA NETWORKS INC COM SHSANET5,247$579,9510.06%
126ROCKWELL AUTOMATION INC COMROK2,026$579,1210.06%
127JPMORGAN ACTIVE VALUE ETF46641Q1679,000$569,7000.06%
128TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391002,883$569,3140.06%
129INVESCO NASDAQ NEXT GEN 100 ETFIVZ562,679$562,6790.05%
130TPI COMPOSITES INC COMTPICQ296,663$560,6930.05%
131SPDR GOLD SHARESGLD2,315$560,5310.05%
132UNION PAC CORP COMUNP2,430$554,1330.05%
133FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF33741X10215,000$537,7500.05%
134HA SUSTAINABLE INFRA CAP INC COM41068X10020,000$536,6000.05%
135FAIR ISAAC CORP COMFICO265$527,6600.05%
136BROADCOM INC COMAVGO2,240$519,3220.05%
137CORTEVA INC COMCTVA9,029$514,2830.05%
138DIAGEO PLC SPON ADR NEWDGEAF4,041$513,7320.05%
139BOSTON SCIENTIFIC CORP COMBSX5,704$509,4810.05%
140DELL TECHNOLOGIES INC CL CDELL4,390$505,9510.05%
141SPDR S&P DIVIDEND ETF78464A7633,743$494,4500.05%
142COLGATE PALMOLIVE CO COMCL5,437$494,2630.05%
143ISHARES RUSSELL 1000 GROWTH ETF4642876141,199$481,4940.05%
144ISHARES U.S. FINANCIALS ETF4642877884,343$480,2490.05%
145NEXTERA ENERGY INC COMNEE-PW6,635$475,6630.05%
146CAPITAL ONE FINL CORP COM14040H1052,653$473,0860.05%
147MONDELEZ INTL INC CL A6092071057,916$472,8230.05%
148CITIGROUP INC COM NEWC-PR6,705$471,9750.05%
149ASML HOLDING N V N Y REGISTRY SHSASMLF678$469,6180.05%
150WISDOMTREE US VALUE FUND OF BENEF INTERESTWT5,434$454,1740.04%
151DIMENSIONAL U.S. SMALL CAP ETF25434V5006,976$453,9980.04%
152WELLS FARGO CO NEW COM9497461016,459$453,6890.04%
153FIRST CTZNS BANCSHARES INC N C CL A31946M103213$450,3730.04%
154NIKE INC CL BNKE5,929$448,6470.04%
155ISHARES RUSSELL 1000 VALUE ETF4642875982,405$445,2380.04%
156XYLEM INC COMXYL3,817$442,8480.04%
157COSTCO WHSL CORP NEW COM22160K105483$442,4340.04%
158PARKER-HANNIFIN CORP COMPH691$439,5440.04%
1593M CO COMMMM3,401$439,0850.04%
160VANGUARD VALUE ETF9229087442,567$434,6270.04%
161DOMINION ENERGY INC COMD7,887$424,8170.04%
162SALESFORCE INC COMCRM24,480$420,4780.04%
163KELLANOVA COMBEKE5,107$413,5140.04%
164CVS HEALTH CORP COMCVS9,162$411,3040.04%
165VANGUARD TOTAL BOND MARKET ETF9219378355,605$403,0400.04%
166VANGUARD CONSUMER DISCRETIONARY ETF92204A1081,068$400,9060.04%
167ENBRIDGE INC COMENNPF9,441$400,5710.04%
168FERRARI N V COMRACE912$388,0920.04%
169ALTRIA GROUP INC COMMO7,376$385,7090.04%
170SIMON PPTY GROUP INC NEW COM8288061092,223$382,8230.04%
171KENVUE INC COMKVUE17,881$381,7620.04%
172PALO ALTO NETWORKS INC COMPANW2,088$379,8930.04%
173AVANTIS U.S. LARGE CAP VALUE ETF0250723495,687$379,7210.04%
174AMERIPRISE FINL INC COM03076C106713$379,6230.04%
175DISNEY WALT CO COM2546871063,402$378,8270.04%
176AMGEN INC COMAMGN1,431$372,9890.04%
177COMCAST CORP NEW CL ACCZ9,872$370,4840.04%
178INTERNATIONAL PAPER CO COM4601461036,836$367,9140.04%
179ABBOTT LABS COMABLZF3,232$365,5330.04%
180NORTHROP GRUMMAN CORP COMNOC775$363,7000.04%
181TELEDYNE TECHNOLOGIES INC COMTDY771$357,8070.03%
182DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF26922A3216,503$357,1820.03%
183US BANCORP DEL COM NEWUSB-PS7,446$356,1420.03%
184AMERICAN INTL GROUP INC COM NEW0268747844,836$352,0340.03%
185SPOTIFY TECHNOLOGY S A SHSSPOT784$350,5390.03%
186UBER TECHNOLOGIES INC COMUBER5,726$345,3920.03%
187ISHARES CORE S&P US VALUE ETF4642876633,703$342,8610.03%
188VANGUARD INFORMATION TECHNOLOGY ETF92204A702545$338,8810.03%
189PUBLIC SVC ENTERPRISE GRP INC COM7445731063,951$333,8200.03%
190DIMENSIONAL US HIGH PROFITABILITY ETF25434V8319,781$330,4940.03%
191BOOKING HOLDINGS INC COMBKNG66$329,1180.03%
192GE AEROSPACE COM NEW3696043011,970$328,5820.03%
193LENNOX INTL INC COM526107107538$327,8610.03%
194SHERWIN WILLIAMS CO COMSHW939$319,0790.03%
195INTUIT COMINTU506$317,7490.03%
196JOHNSON CTLS INTL PLC SHSG515021053,942$311,1420.03%
197ALCON AG ORD SHSALC3,621$307,3480.03%
198FRONTDOOR INC COMFTDR5,601$306,2070.03%
199RPM INTL INC COM7496851032,452$301,7430.03%
200LENNAR CORP CL ALEN-B2,210$301,3780.03%
201INTEL CORP COMINTC14,998$300,7010.03%
202WASTE MGMT INC DEL COM94106L1091,485$299,6580.03%
203ISHARES RUSSELL MID-CAP GROWTH ETF4642874812,350$297,8630.03%
204QUALCOMM INC COMQCOM1,939$297,8440.03%
205INTERACTIVE BROKERS GROUP INC COM CL A45841N1071,646$290,8840.03%
206LPL FINL HLDGS INC COM50212V100878$286,7540.03%
207CONOCOPHILLIPS COMCOP2,869$284,5450.03%
208AUTOMATIC DATA PROCESSING INC COMADP972$284,5340.03%
209CLOROX CO DEL COMCLX1,751$284,3800.03%
210FORTIVE CORP COMFTV3,750$281,2500.03%
211KRAFT HEINZ CO COMKHC9,148$280,9350.03%
212MARVELL TECHNOLOGY INC COMMRVL2,540$280,5430.03%
213LANTHEUS HLDGS INC COMLNTH3,107$277,9520.03%
214ARCHER DANIELS MIDLAND CO COMADM5,428$274,2230.03%
215L3HARRIS TECHNOLOGIES INC COMLHX17,989$268,9470.03%
216VANGUARD MEGA CAP VALUE ETF9219108402,152$268,8060.03%
217SONY GROUP CORP SPONSORED ADRSNEJF12,655$267,7800.03%
218EQUIFAX INC COMEFX1,046$266,4800.03%
219VANGUARD MATERIALS ETF92204A8011,417$266,2270.03%
220ECOLAB INC COMECL1,136$266,1880.03%
221NOVARTIS AG SPONSORED ADRNVSEF2,734$266,0510.03%
222ISHARES BITCOIN TRUST ETFIBIT5,000$265,2500.03%
223PHILLIPS 66 COMPSX2,322$264,5450.03%
224BENTLEY SYS INC COM CL BBSY5,538$258,6250.03%
225OMNICOM GROUP INC COMOMC2,993$257,5390.03%
226VANGUARD SMALL CAP VALUE ETF9229086111,290$255,6520.02%
227COTERRA ENERGY INC COMCTRA9,947$254,0460.02%
228THERMO FISHER SCIENTIFIC INC COMTMO488$253,7860.02%
229ISHARES ETHEREUM TRUST ETF46438R10510,000$252,9000.02%
230THE TRADE DESK INC COM CL A88339J1052,128$250,1280.02%
231TOTALENERGIES SE SPONSORED ADSTTE4,574$249,2830.02%
232ANSYS INC COM03662Q105738$248,9500.02%
233MARTIN MARIETTA MATLS INC COM573284106480$247,9480.02%
234CSX CORP COMCSX7,672$247,5750.02%
235TJX COS INC NEW COM87254010925,581$246,8700.02%
236ATMOS ENERGY CORP COMATO1,767$246,0900.02%
237DISCOVER FINL SVCS COM2547091081,411$244,4280.02%
238VANGUARD LARGE-CAP ETF922908637896$241,6510.02%
239ENERGY TRANSFER L P COM UT LTD PTNET-PI12,290$240,7610.02%
240BRISTOL-MYERS SQUIBB CO COMCELG-RI4,190$236,9730.02%
241BERKLEY W R CORP COMWRB-PH4,016$235,0160.02%
242COSTCO WHSL CORP NEW COM22160K105256$234,5650.02%
243ZEBRA TECHNOLOGIES CORPORATION CL AZBRA605$233,6270.02%
244U HAUL HOLDING COMPANY COM SER NUHAL-B3,609$231,1560.02%
245ISHARES SEMICONDUCTOR ETF4642875231,068$230,1430.02%
246COOPER COS INC COM2166485012,501$229,9170.02%
247GENERAL MLS INC COM3703341043,593$229,0970.02%
248REDDIT INC CL ARDDT1,389$227,0180.02%
249SCOTTS MIRACLE-GRO CO CL ASMG3,409$226,1650.02%
250ISHARES U.S. REGIONAL BANKS ETF4642887784,450$224,1020.02%
251WATSCO INC COMWSO-B472$223,6760.02%
252INSPERITY INC COMNSP2,883$223,4610.02%
253POOL CORP COMPOOL653$222,6520.02%
254CADENCE DESIGN SYSTEM INC COMCDNS738$221,7390.02%
255MAKEMYTRIP LIMITED MAURITIUS SHSMMYT1,968$220,9670.02%
256ASTRAZENECA PLC SPONSORED ADRAZN3,351$219,5580.02%
257META PLATFORMS INC CL AMETA373$218,3950.02%
258WHITE MTNS INS GROUP LTD COMG9618E107111$215,2790.02%
259MICROCHIP TECHNOLOGY INC. COMMCHPP3,747$214,9190.02%
260SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTNSPH12,485$214,7420.02%
261GE VERNOVA INC COMGEV643$211,5540.02%
262THOR INDS INC COM8851601012,208$211,3560.02%
263PAYPAL HLDGS INC COMPYPL2,432$207,5760.02%
264ASPEN TECHNOLOGY INC COM29109X106831$207,4060.02%
265AXCELIS TECHNOLOGIES INC COM NEWACLS2,966$207,2340.02%
266ZURN ELKAY WATER SOLNS CORP COM98983L1085,530$206,2690.02%
267DICKS SPORTING GOODS INC COM253393102900$205,9560.02%
268XCEL ENERGY INC COMXELLL3,037$205,0580.02%
269NORTHERN TR CORP COMNTRSO2,000$205,0000.02%
270CHIPOTLE MEXICAN GRILL INC COMCMG3,336$201,1680.02%
271NEWMONT CORP COMNEMCL5,381$200,2810.02%
272VANGUARD TAX-EXEMPT BOND ETF9229077463,960$198,5150.02%
273NORDSON CORP COMNDSN946$197,8800.02%
274WINTRUST FINL CORP COM97650W1081,577$196,7130.02%
275ACI WORLDWIDE INC COMACIW3,776$196,0030.02%
276MANULIFE FINL CORP COM56501R1066,371$195,6650.02%
277ROLLINS INC COMROL4,181$193,7990.02%
278CHOICE HOTELS INTL INC COM1699051061,356$192,5030.02%
279FEDEX CORP COMFDX682$191,8650.02%
280ISHARES CYBERSECURITY & TECH ETF46435U1353,900$190,2810.02%
281VANGUARD SMALL-CAP ETF922908751790$189,8210.02%
282GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF37954Y6324,910$189,7220.02%
283HENRY JACK & ASSOC INC COM4262811011,076$188,6920.02%
284CADENCE DESIGN SYSTEM INC COMCDNS625$187,7880.02%
285INTERCONTINENTAL EXCHANGE INC COM45866F10424,744$187,7030.02%
286MARCUS & MILLICHAP INC COMMMI4,892$187,1680.02%
287AIR LEASE CORP CL AAIIR3,849$185,5600.02%
288PFIZER INC COMPFE6,939$184,0980.02%
289HILLMAN SOLUTIONS CORP COMHLMN18,849$183,5890.02%
290UTILITIES SELECT SECTOR SPDR FUND81369Y8862,424$183,4730.02%
291ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF3015057313,735$183,0150.02%
292TRUIST FINL CORP COM89832Q1094,179$181,2850.02%
293D R HORTON INC COM23331A1091,278$178,7560.02%
294ILLINOIS TOOL WKS INC COM452308109701$177,7460.02%
295MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS60682210415,156$177,6280.02%
296VANGUARD CORE BOND ETF9220207482,341$177,4710.02%
297INTERDIGITAL INC COMIDCC914$177,0160.02%
298DELTA AIR LINES INC DEL COM NEWDAL2,909$175,9950.02%
299AMERICAN WTR WKS CO INC NEW COM0304201031,411$175,6460.02%
300CHARLES RIV LABS INTL INC COM159864107949$175,1050.02%
301INVESCO AI AND NEXT GEN SOFTWARE ETFIVZ3,855$174,3620.02%
302CONSTELLATION BRANDS INC CL ASTZ784$173,2640.02%
303ALPHABET INC CAP STK CL AGOOG907$171,6950.02%
304CITIGROUP INC COM NEWC-PR2,423$170,5550.02%
305ADVANCED MICRO DEVICES INC COMAMD23,616$170,0000.02%
306AON PLC SHS CL AAON472$169,4480.02%
307SAIA INC COMSAIA371$169,2870.02%
308FIRST AMERN FINL CORP COM31847R1022,705$168,9000.02%
309OSHKOSH CORP COMOSK1,750$166,3730.02%
310CULLEN FROST BANKERS INC COMCFR-PB1,237$166,0670.02%
311ENERGY SELECT SECTOR SPDR FUND81369Y5061,924$164,8100.02%
312ISHARES SELECT DIVIDEND ETF4642871681,255$164,7690.02%
313KKR & CO INC COMKKRT1,110$164,2300.02%
314SILICON MOTION TECHNOLOGY CORP SPONSORED ADRSIMO3,033$163,9270.02%
315SYNOPSYS INC COMSNPS336$163,1120.02%
316ALLEGION PLC ORD SHSALLE1,236$161,5720.02%
317DEXCOM INC COMDXCM9,773$161,3170.02%
318ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4642871501,250$160,7750.02%
319VERTEX PHARMACEUTICALS INC COMVRTX397$160,0450.02%
320TERADYNE INC COMTER1,266$159,3620.02%
321FIRST HAWAIIAN INC COMFHB6,101$158,3210.02%
322EURONET WORLDWIDE INC COMEEFT1,536$157,9460.02%
323NXP SEMICONDUCTORS N V COMNXPI24,584$156,1400.02%
324VANGUARD MID-CAP GROWTH ETF922908538615$156,0560.02%
325PACCAR INC COMPCAR1,500$156,0300.02%
326CROWDSTRIKE HLDGS INC CL ACRWD455$155,7960.02%
327SCHWAB CHARLES CORP COMSCHW-PJ2,085$154,3110.02%
328BRIGHT HORIZONS FAM SOL IN DEL COM1091941001,389$154,0070.02%
329OLLIES BARGAIN OUTLET HLDGS IN COM6811161091,400$153,6730.01%
330BAXTER INTL INC COM0718131095,214$152,0400.01%
331BJS WHSL CLUB HLDGS INC COM05550J1011,691$151,0690.01%
332AMERICAN EXPRESS CO COMAXP508$150,7690.01%
333GRAND CANYON ED INC COMLOPE918$150,4150.01%
334T-MOBILE US INC COMTMUSZ673$148,5510.01%
335ISHARES FUTURE AI & TECH ETF46435U5564,000$148,2800.01%
336AVANTIS U.S. EQUITY ETF0250728851,529$148,2060.01%
337ISHARES S&P MID-CAP 400 VALUE ETF4642877051,180$147,4530.01%
338STARBUCKS CORP COMSBUX1,608$146,7150.01%
339DUPONT DE NEMOURS INC COMDD1,921$146,4410.01%
340EQT CORP COMEQT3,173$146,3070.01%
341PAR TECHNOLOGY CORP COMPAR2,013$146,2850.01%
342ADAPTHEALTH CORP COMMON STOCKAHCO15,331$145,9510.01%
343ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY1,712$145,1220.01%
344ZOETIS INC CL AZTS890$145,0080.01%
345LINDE PLC SHSLIN345$144,6290.01%
346TRANSDIGM GROUP INC COMTDG113$143,3500.01%
347KIMBERLY-CLARK CORP COMKMB1,092$143,1190.01%
348ENCOMPASS HEALTH CORP COMEHC1,543$142,5350.01%
349SNOWFLAKE INC CL ASNOW923$142,5200.01%
350EQUITY LIFESTYLE PPTYS INC COM29472R1082,132$141,9600.01%
351SKECHERS U S A INC CL A8305661052,104$141,4440.01%
352HDFC BANK LTD SPONSORED ADSHDB2,214$141,3860.01%
353DOW INC COMDOW3,514$141,0350.01%
354UNIVERSAL DISPLAY CORP COMOLED964$140,9160.01%
355MCKESSON CORP COMMCK247$140,6610.01%
356APPLOVIN CORP COM CL AAPP434$140,4260.01%
357CATERPILLAR INC COMCAT387$140,3880.01%
358XTRACKERS MSCI EAFE HEDGED EQUITY ETF2330512003,375$139,7250.01%
359ALEXANDER & BALDWIN INC NEW COM0144911047,874$139,6850.01%
360MARRIOTT INTL INC NEW CL A571903202499$139,1910.01%
361ONEOK INC NEW COMOKE1,383$138,8530.01%
362VERALTO CORP COM SHSVLTO1,355$137,9660.01%
363ISHARES S&P SMALL-CAP 600 VALUE ETF4642878791,260$136,8490.01%
364CHEMED CORP NEW COMCHE253$133,7890.01%
365ASGN INC COMASGN1,600$133,3220.01%
366BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A294$133,2640.01%
367SPDR S&P MIDCAP 400 ETF TRUSTMDY232$132,1430.01%
368VANGUARD U.S. MULTIFACTOR ETF9219356071,005$131,2140.01%
369BHP GROUP LTD SPONSORED ADSBHPLF2,667$130,2300.01%
370EXPONENT INC COMEXPO1,460$130,1140.01%
371CITIZENS FINL GROUP INC COMCIA2,972$130,0550.01%
372DIMENSIONAL US SUSTAINABILITY CORE 1 ETF25434V7163,419$129,5800.01%
373ISHARES MORNINGSTAR VALUE ETF4642881091,600$129,5680.01%
374ISHARES RUSSELL MIDCAP ETF4642874991,460$129,0640.01%
375AMERICAN TOWER CORP NEW COM03027X100702$128,7540.01%
376TRANE TECHNOLOGIES PLC SHSTT40,349$126,9520.01%
377DESPEGAR COM CORP ORD SHSG273581036,586$126,7810.01%
378INTERNATIONAL BANCSHARES CORP COMINTR2,005$126,6360.01%
379SITEONE LANDSCAPE SUPPLY INC COMSITE951$125,2620.01%
380COMMERCE BANCSHARES INC COMCBSH2,004$124,8690.01%
381HUBBELL INC COMHUBB297$124,4970.01%
382ISHARES RUSSELL 2000 VALUE ETF464287630758$124,4410.01%
383EOG RES INC COMEOG1,009$123,6830.01%
384GLADSTONE LD CORP COM37654910111,365$123,3100.01%
385GCM GROSVENOR INC COM CL AGCMG10,000$122,7000.01%
386DOORDASH INC CL ADASH730$122,5190.01%
387MAXIMUS INC COMMMS1,638$122,2760.01%
388GMS INC COM36251C1031,431$121,4200.01%
389EXXON MOBIL CORP COMXOM1,115$119,9410.01%
390TE CONNECTIVITY PLC ORD SHSTEL829$118,5520.01%
391LAM RESEARCH CORP COM NEWLRCX1,641$118,5290.01%
392YUM BRANDS INC COMYUM877$117,6580.01%
393CAVA GROUP INC COMCAVA1,032$116,4100.01%
394APPLIED MATLS INC COM038222105711$115,6310.01%
395AIRBNB INC COM CL AABNB866$113,8010.01%
396INDUSTRIAL SELECT SECTOR SPDR FUND81369Y704859$113,1820.01%
397ASSURANT INC COMAIZN526$112,0610.01%
398ASTERA LABS INC COMALAB845$111,9200.01%
399DATADOG INC CL A COMDDOG775$110,7400.01%
400ISHARES RUSSELL 2000 ETF464287655500$110,4800.01%
401BOEING CO COMBA-PA623$110,2710.01%
402HOWMET AEROSPACE INC COMHWM1,005$109,9710.01%
403CENTENE CORP DEL COMCNC1,813$109,8130.01%
404HUBSPOT INC COMHUBS157$109,1450.01%
405DOLLAR TREE INC COMDLTR1,454$108,9630.01%
406JPMORGAN CHASE & CO. COMVYLD454$108,8280.01%
407FIDELITY MSCI ENERGY INDEX ETF3160924024,536$108,1380.01%
408SPDR PORTFOLIO EMERGING MARKETS ETF78463X5092,799$107,3980.01%
409AVANTIS INTERNATIONAL SMALL CAP VALUE ETF0250728021,650$107,3820.01%
410MONOLITHIC PWR SYS INC COM609839105180$106,5060.01%
411FREEPORT-MCMORAN INC CL BFCX2,789$106,2050.01%
412RYMAN HOSPITALITY PPTYS INC COM78377T1071,015$105,9530.01%
413WATTS WATER TECHNOLOGIES INC CL AWTS521$105,9190.01%
414PACER US CASH COWS 100 ETF69374H8811,874$105,8440.01%
415AMPHENOL CORP NEW CL A0320951011,522$105,7150.01%
416FISERV INC COMFISV20,043$104,8780.01%
417KINDER MORGAN INC DEL COMEP-PC3,809$104,3670.01%
418LAS VEGAS SANDS CORP COMLVS2,029$104,2060.01%
419LENNAR CORP CL ALEN-B763$104,0500.01%
420AVANTIS ALL EQUITY MARKETS ETF0250722321,429$103,4170.01%
421WISDOMTREE INTERNATIONAL LARGECAP DIVIDEND FUNDWT2,085$103,0820.01%
422ORACLE CORP COMORCL-PD609$101,4840.01%
423MODINE MFG CO COM607828100874$101,3360.01%
424DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF25434V6903,077$101,0790.01%
425OREILLY AUTOMOTIVE INC COM67103H10785$100,7930.01%
426CRH PLC ORDCRH1,073$99,2620.01%
427IQVIA HLDGS INC COMIQV23,776$98,8520.01%
428STRYKER CORPORATION COMSYK274$98,7100.01%
429ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF46434V1001,960$97,4900.01%
430PPL CORP COMPPLC3,000$97,3800.01%
431STATE STR CORP COMSTT-PG979$96,0890.01%
432WARNER BROS DISCOVERY INC COM SER AWBD9,079$95,9650.01%
433CARDINAL HEALTH INC COMCAH800$94,6160.01%
434SHOPIFY INC CL ASHOP889$94,4760.01%
435QUANTA SVCS INC COM74762E102297$93,9950.01%
436REAL ESTATE SELECT SECTOR SPDR FUND81369Y8602,310$93,9480.01%
437ECOLAB INC COMECL395$92,5560.01%
438CRANE COMPANY COMMON STOCKCR600$91,0500.01%
439VOYA FINANCIAL INC COMVOYA-PB1,310$90,1670.01%
440CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y407400$89,7400.01%
441ZIMMER BIOMET HOLDINGS INC COMZBH846$89,3920.01%
442GLOBE LIFE INC COMGL-PD796$88,7910.01%
443WHIRLPOOL CORP COMWHR-PA775$88,7110.01%
444NU HLDGS LTD ORD SHS CL ANU8,551$88,5880.01%
445GABELLI EQUITY TR INC COMGAB-PK16,347$87,9470.01%
446ONTO INNOVATION INC COMONTO525$87,5020.01%
447HILLENBRAND INC COM4315711082,833$87,2000.01%
448ELEMENT SOLUTIONS INC COMESI3,418$86,9200.01%
449MARATHON PETE CORP COMMARA621$86,6770.01%
450GSK PLC SPONSORED ADRGLAXF2,562$86,6480.01%
451OREILLY AUTOMOTIVE INC COM67103H10772$85,9420.01%
452ALPHABET INC CAP STK CL CGOOG448$85,3170.01%
453ELI LILLY & CO COMLLY110$84,9200.01%
454HOME DEPOT INC COMHD217$84,4110.01%
455DOLBY LABORATORIES INC COM CL ADLB1,080$84,3480.01%
456GENUINE PARTS CO COMGPC722$84,3010.01%
457INVESCO S&P 500 EQUAL WEIGHT ETFIVZ475$83,2340.01%
458VANGUARD EXTENDED MARKET ETF922908652437$83,0210.01%
459WISDOMTREE U.S. HIGH DIVIDEND FUNDWT885$82,6240.01%
460BANK NEW YORK MELLON CORP COM0640581001,075$82,5920.01%
461GOLDMAN SACHS GROUP INC COMGSCE144$82,4570.01%
462METLIFE INC COMMET-PF1,005$82,2890.01%
463FIRST HORIZON CORPORATION COMFHN-PH4,065$81,8690.01%
464AUTOZONE INC COMAZO26$81,8050.01%
465VERTIV HOLDINGS CO COM CL AVRT720$81,7630.01%
466CME GROUP INC COMCME352$81,7230.01%
467UNITED PARCEL SERVICE INC CL BUPS645$81,3350.01%
468DIAMONDBACK ENERGY INC COMFANG17,185$81,2880.01%
469ISHARES CORE HIGH DIVIDEND ETF46429B663720$80,8270.01%
470SPROUTS FMRS MKT INC COM85208M102634$80,5060.01%
471KROGER CO COMKR1,314$80,3510.01%
472NU HLDGS LTD ORD SHS CL ANU7,649$79,2440.01%
473GENTEX CORP COMGNTX2,750$79,0080.01%
474THE CAMPBELLS COMPANY COMCPB1,865$78,1060.01%
475EDWARDS LIFESCIENCES CORP COMEW14,480$77,3970.01%
476DEERE & CO COMDE182$77,1130.01%
477SOUTHERN CO COMSOMN935$76,9690.01%
478ISHARES 0-3 MONTH TREASURY BOND ETF46436E718763$76,5440.01%
479CARTERS INC COMCRI1,410$76,4110.01%
480VANGUARD TOTAL WORLD STOCK ETF922042742646$75,8920.01%
481TERADYNE INC COMTER600$75,5520.01%
482ISHARES MSCI EAFE VALUE ETF4642888771,429$74,9800.01%
483GILEAD SCIENCES INC COMGILD811$74,9570.01%
484VISA INC COM CL AV236$74,5850.01%
485INVESCO WATER RESOURCES ETFIVZ1,133$74,5400.01%
486CBRE GROUP INC CL ACBRE567$74,4410.01%
487HEALTHPEAK PROPERTIES INC COMDOC3,635$73,6810.01%
488WILLIS TOWERS WATSON PLC LTD SHSWTW235$73,6610.01%
489CONSOLIDATED EDISON INC COMED822$73,3310.01%
490AUTODESK INC COMADSK248$73,3010.01%
491VANECK SEMICONDUCTOR ETF92189F676300$72,6510.01%
492WEST PHARMACEUTICAL SVSC INC COM955306105218$71,4080.01%
493TARGA RES CORP COMTRGP400$71,4000.01%
494WILLIAMS COS INC COM9694571001,312$71,0050.01%
495SCHLUMBERGER LTD COM STKSLB1,849$70,8760.01%
496UNILEVER PLC SPON ADR NEWUNLYF1,245$70,6020.01%
497GXO LOGISTICS INCORPORATED COMMON STOCKGXO1,622$70,5600.01%
498NORFOLK SOUTHN CORP COM655844108295$69,2370.01%
499ISHARES MSCI EMERGING MARKETS ETF4642872341,638$68,5010.01%
500DUKE ENERGY CORP NEW COM NEWDUKB635$68,4150.01%