Caldwell Trust Co - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 30, 2026, for the 2025 Q4 period, Caldwell Trust Co held in its portfolio 500 assets valued at $1,125,028,570 (i.e. $1.13B).
The most valuable assets in the portfolio included: APPLE INC ($67.71M), NVIDIA CORPORATION ($60.37M), and SPDR S&P 500 ETF TR ($42.01M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Caldwell Trust Co - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 249061 | 67709724 | COM |
| NVIDIA CORPORATION | 323722 | 60374153 | COM |
| SPDR S&P 500 ETF TR | 61602 | 42007636 | TR UNIT |
| ALPHABET INC | 123338 | 38604794 | CAP STK CL A |
| MICROSOFT CORP | 74876 | 36211531 | COM |
| AMAZON COM INC | 132950 | 30687519 | COM |
| VANGUARD INDEX FDS | 37291 | 23386305 | S&P 500 ETF SHS |
| ELI LILLY & CO | 21295 | 22885311 | COM |
| JPMORGAN CHASE & CO. | 66039 | 21279087 | COM |
| ISHARES TR | 29066 | 19908466 | CORE S&P500 ETF |
| HOME DEPOT INC | 47727 | 16422861 | COM |
| SPDR SERIES TRUST | 433761 | 14422040 | STATE STREET SPD |
| INVESCO EXCHANGE TRADED FD T | 74543 | 14279457 | S&P500 EQL WGT |
| VANGUARD INDEX FDS | 42454 | 14233553 | TOTAL STK MKT |
| NEXTERA ENERGY INC | 177126 | 14219675 | COM |
| ISHARES TR | 265759 | 14053336 | ISHS 1-5YR INVS |
| ISHARES TR | 135527 | 13536437 | CORE US AGGBD ET |
| MASTERCARD INCORPORATED | 23497 | 13413967 | CL A |
| COSTCO WHSL CORP NEW | 15537 | 13398177 | COM |
| BLACKROCK INC | 11992 | 12835517 | COM |
| ISHARES TR | 238146 | 12831306 | ISHS 5-10YR INVT |
| SPDR S&P MIDCAP 400 ETF TR | 20814 | 12556670 | UTSER1 S&PDCRP |
| JOHNSON & JOHNSON | 58037 | 12010757 | COM |
| INVESCO QQQ TR | 19249 | 11824853 | UNIT SER 1 |
| WALMART INC | 105493 | 11752975 | COM |
| ISHARES TR | 94065 | 11304732 | CORE S&P SCP ETF |
| VISA INC | 31773 | 11143109 | COM CL A |
| CATERPILLAR INC | 18711 | 10718971 | COM |
| ISHARES TR | 160155 | 10570230 | CORE S&P MCP ETF |
| BERKSHIRE HATHAWAY INC DEL | 20717 | 10413400 | CL B NEW |
| AMGEN INC | 31398 | 10276879 | COM |
| MCDONALDS CORP | 33618 | 10274669 | COM |
| PROCTER AND GAMBLE CO | 67751 | 9709396 | COM |
| BROADCOM INC | 27817 | 9627464 | COM |
| VANGUARD INDEX FDS | 31980 | 9281236 | MID CAP ETF |
| CHEVRON CORP NEW | 55591 | 8472624 | COM |
| ISHARES TR | 84268 | 7538615 | CORE MSCI EAFE |
| BLACKSTONE INC | 48855 | 7530510 | COM |
| EXXON MOBIL CORP | 57629 | 6935074 | COM |
| VANGUARD TAX-MANAGED FDS | 108863 | 6800672 | VAN FTSE DEV MKT |
| AMERICAN EXPRESS CO | 18105 | 6697945 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 21480 | 6527557 | SPONSORED ADS |
| ARISTA NETWORKS INC | 48728 | 6384830 | COM SHS |
| ABBOTT LABS | 49994 | 6263749 | COM |
| BERKSHIRE HATHAWAY INC DEL | 8 | 6038400 | CL A |
| INTERNATIONAL BUSINESS MACHS | 19790 | 5861996 | COM |
| META PLATFORMS INC | 8812 | 5816713 | CL A |
| CISCO SYS INC | 74228 | 5717783 | COM |
| ALPHABET INC | 18196 | 5709905 | CAP STK CL C |
| NETFLIX INC | 59612 | 5589221 | COM |
| ABBVIE INC | 24449 | 5586352 | COM |
| UNION PAC CORP | 23755 | 5495007 | COM |
| ORACLE CORP | 28103 | 5477556 | COM |
| QUANTA SVCS INC | 12947 | 5464411 | COM |
| PROSHARES TR | 46174 | 4805328 | S&P 500 DV ARIST |
| SELECT SECTOR SPDR TR | 32750 | 4715018 | STATE STREET TEC |
| HONEYWELL INTL INC | 23660 | 4615829 | COM |
| T-MOBILE US INC | 21516 | 4368609 | COM |
| PEPSICO INC | 30234 | 4339184 | COM |
| STRYKER CORPORATION | 11783 | 4141371 | COM |
| MERCK & CO INC | 38392 | 4041141 | COM |
| PHILIP MORRIS INTL INC | 25191 | 4040636 | COM |
| EMERSON ELEC CO | 29793 | 3954127 | COM |
| DUKE ENERGY CORP NEW | 33344 | 3908250 | COM NEW |
| RTX CORPORATION | 21245 | 3896333 | COM |
| ISHARES INC | 53259 | 3870864 | MSCI EMRG CHN |
| SALESFORCE INC | 14573 | 3860533 | COM |
| COCA COLA CO | 54425 | 3804852 | COM |
| APPLIED MATLS INC | 13771 | 3539009 | COM |
| SPDR DOW JONES INDL AVERAGE | 7272 | 3494705 | UT SER 1 |
| MORGAN STANLEY | 19026 | 3377686 | COM NEW |
| CUMMINS INC | 6551 | 3343958 | COM |
| BERKLEY W R CORP | 47276 | 3314993 | COM |
| BANK AMERICA CORP | 59992 | 3299560 | COM |
| VANGUARD INDEX FDS | 6748 | 3292079 | GROWTH ETF |
| GENUINE PARTS CO | 26390 | 3244914 | COM |
| PARKER-HANNIFIN CORP | 3635 | 3195020 | COM |
| VANGUARD SPECIALIZED FUNDS | 14288 | 3140217 | DIV APP ETF |
| WASTE MGMT INC DEL | 13387 | 2941258 | COM |
| ISHARES TR | 27189 | 2912214 | NATIONAL MUN ETF |
| VANGUARD BD INDEX FDS | 36919 | 2909586 | SHORT TRM BOND |
| LOCKHEED MARTIN CORP | 5875 | 2841561 | COM |
| LPL FINL HLDGS INC | 7883 | 2815571 | COM |
| PALO ALTO NETWORKS INC | 14968 | 2757106 | COM |
| ALLSTATE CORP | 12804 | 2665153 | COM |
| AMERIPRISE FINL INC | 5396 | 2645875 | COM |
| QUALCOMM INC | 15374 | 2629723 | COM |
| TJX COS INC NEW | 17019 | 2614289 | COM |
| SOUTHERN CO | 29422 | 2565598 | COM |
| UNITED RENTALS INC | 3167 | 2563116 | COM |
| SCHWAB STRATEGIC TR | 92078 | 2525700 | US DIVIDEND EQ |
| ISHARES TR | 5191 | 2456900 | RUS 1000 GRW ETF |
| PAYCHEX INC | 21856 | 2451806 | COM |
| 3M CO | 15065 | 2411907 | COM |
| UNITEDHEALTH GROUP INC | 7043 | 2324965 | COM |
| SHELL PLC | 31381 | 2305876 | SPON ADS |
| TRANE TECHNOLOGIES PLC | 5862 | 2281490 | SHS |
| PHILLIPS 66 | 17389 | 2243877 | COM |
| VERIZON COMMUNICATIONS INC | 55049 | 2242146 | COM |
| CONSOLIDATED EDISON INC | 22502 | 2234899 | COM |
| CONSTELLATION ENERGY CORP | 5958 | 2104783 | COM |
| SCHWAB CHARLES CORP | 20078 | 2005993 | COM |
| VALERO ENERGY CORP | 12147 | 1977410 | COM |
| WEC ENERGY GROUP INC | 18086 | 1907350 | COM |
| AUTOMATIC DATA PROCESSING IN | 7354 | 1891669 | COM |
| QUEST DIAGNOSTICS INC | 10879 | 1887833 | COM |
| ISHARES TR | 14036 | 1846997 | S&P MC 400VL ETF |
| AON PLC | 5200 | 1834976 | SHS CL A |
| NORFOLK SOUTHN CORP | 6341 | 1830774 | COM |
| BRISTOL-MYERS SQUIBB CO | 33584 | 1811521 | COM |
| FIDELITY NATL INFORMATION SV | 26669 | 1772422 | COM |
| AIR PRODS & CHEMS INC | 7041 | 1739268 | COM |
| KROGER CO | 27798 | 1736819 | COM |
| GE AEROSPACE | 5590 | 1721888 | COM NEW |
| ANALOG DEVICES INC | 6326 | 1715611 | COM |
| TOLL BROTHERS INC | 12630 | 1707829 | COM |
| ALPS ETF TR | 29423 | 1697707 | OSHARES US QUALT |
| WELLS FARGO CO NEW | 18169 | 1693351 | COM |
| ISHARES TR | 11968 | 1689164 | SELECT DIVID ETF |
| MARVELL TECHNOLOGY INC | 19861 | 1687788 | COM |
| CSX CORP | 46512 | 1686060 | COM |
| ADVANCED MICRO DEVICES INC | 7808 | 1672161 | COM |
| VANGUARD INDEX FDS | 8744 | 1670017 | VALUE ETF |
| JACOBS SOLUTIONS INC | 12444 | 1648332 | COM |
| DICKS SPORTING GOODS INC | 8267 | 1636618 | COM |
| DUPONT DE NEMOURS INC | 40653 | 1634250 | COM |
| PRUDENTIAL FINL INC | 14123 | 1594204 | COM |
| MCKESSON CORP | 1933 | 1585621 | COM |
| TEXAS INSTRS INC | 8987 | 1559155 | COM |
| AUTOZONE INC | 454 | 1539741 | COM |
| DEERE & CO | 3285 | 1529397 | COM |
| NICOLET BANKSHARES INC | 12578 | 1525711 | COM |
| ILLINOIS TOOL WKS INC | 6137 | 1511543 | COM |
| ACCENTURE PLC IRELAND | 5569 | 1494163 | SHS CLASS A |
| ECOLAB INC | 5637 | 1479825 | COM |
| KIMCO RLTY CORP | 72687 | 1473365 | COM |
| ALTRIA GROUP INC | 25515 | 1471195 | COM |
| FINWARD BANCORP | 40430 | 1422732 | COM |
| NORTHROP GRUMMAN CORP | 2445 | 1394163 | COM |
| CORNING INC | 15819 | 1385112 | COM |
| CAPITAL ONE FINL CORP | 5426 | 1315045 | COM |
| CHURCH & DWIGHT CO INC | 15271 | 1280473 | COM |
| INTUITIVE SURGICAL INC | 2254 | 1276575 | COM NEW |
| UNITED PARCEL SERVICE INC | 12857 | 1275286 | CL B |
| VANGUARD BD INDEX FDS | 16310 | 1270223 | INTERMED TERM |
| GOLDMAN SACHS GROUP INC | 1418 | 1246422 | COM |
| VANGUARD BD INDEX FDS | 16765 | 1241784 | TOTAL BND MRKT |
| BLACKSTONE SECD LENDING FD | 47000 | 1237510 | COMMON STOCK |
| COLGATE PALMOLIVE CO | 15251 | 1205134 | COM |
| ROPER TECHNOLOGIES INC | 2704 | 1203631 | COM |
| OREILLY AUTOMOTIVE INC | 13136 | 1198135 | COM |
| PFIZER INC | 45345 | 1129091 | COM |
| CHIPOTLE MEXICAN GRILL INC | 30186 | 1116882 | COM |
| WORLD GOLD TR | 13063 | 1115188 | SPDR GLD MINIS |
| LINDE PLC | 2613 | 1114157 | SHS |
| ISHARES TR | 4500 | 1107720 | RUSSELL 2000 ETF |
| GENERAL DYNAMICS CORP | 3213 | 1081689 | COM |
| ADOBE INC | 3087 | 1080420 | COM |
| DANAHER CORPORATION | 4480 | 1025561 | COM |
| ISHARES TR | 8425 | 1024564 | CORE HIGH DV ETF |
| CONOCOPHILLIPS | 10891 | 1019507 | COM |
| ASTRAZENECA PLC | 11020 | 1013069 | SPONSORED ADR |
| NXP SEMICONDUCTORS N V | 4654 | 1010197 | COM |
| KLA CORP | 830 | 1008516 | COM NEW |
| DISNEY WALT CO | 8807 | 1001972 | COM |
| SYSCO CORP | 13485 | 993710 | COM |
| THERMO FISHER SCIENTIFIC INC | 1696 | 982747 | COM |
| MOTOROLA SOLUTIONS INC | 2533 | 970950 | COM NEW |
| AT&T INC | 38560 | 957830 | COM |
| SHERWIN WILLIAMS CO | 2937 | 951676 | COM |
| SPDR GOLD TR | 2322 | 920232 | GOLD SHS |
| VANGUARD INDEX FDS | 3453 | 890701 | SMALL CP ETF |
| BARRICK MNG CORP | 20365 | 886896 | COM SHS |
| DOMINION ENERGY INC | 15011 | 879494 | COM |
| LOWES COS INC | 3638 | 877340 | COM |
| ISHARES TR | 26937 | 833970 | PFD AND INCM SEC |
| LAM RESEARCH CORP | 4812 | 823718 | COM NEW |
| ISHARES TR | 8496 | 815871 | MSCI EAFE ETF |
| NUCOR CORP | 5000 | 815550 | COM |
| ELECTRONIC ARTS INC | 3982 | 813642 | COM |
| VANGUARD WHITEHALL FDS | 5497 | 788929 | HIGH DIV YLD |
| VANGUARD INDEX FDS | 3768 | 787964 | EXTEND MKT ETF |
| KIMBERLY-CLARK CORP | 7677 | 774533 | COM |
| NUVEEN AMT FREE MUN CR INC F | 61033 | 772678 | COM |
| VANGUARD INDEX FDS | 3565 | 755031 | SM CP VAL ETF |
| CBOE GLOBAL MKTS INC | 3000 | 753000 | COM |
| VANGUARD SCOTTSDALE FDS | 9359 | 746193 | SHRT TRM CORP BD |
| MARRIOTT INTL INC NEW | 2371 | 735579 | CL A |
| BECTON DICKINSON & CO | 3785 | 734555 | COM |
| S&P GLOBAL INC | 1392 | 727445 | COM |
| ISHARES TR | 7531 | 725009 | RUS MID CAP ETF |
| CARRIER GLOBAL CORPORATION | 13572 | 717144 | COM |
| VANGUARD INDEX FDS | 8061 | 713318 | REAL ESTATE ETF |
| SELECT SECTOR SPDR TR | 13014 | 712777 | STATE STREET FIN |
| GE VERNOVA INC | 1081 | 706509 | COM |
| YUM BRANDS INC | 4653 | 703906 | COM |
| PACKAGING CORP AMER | 3394 | 699945 | COM |
| SELECT SECTOR SPDR TR | 4501 | 696755 | STATE STREET HEA |
| EXELON CORP | 15062 | 656553 | COM |
| MARSH & MCLENNAN COS INC | 3531 | 655071 | COM |
| BOSTON SCIENTIFIC CORP | 6839 | 652099 | COM |
| MEDTRONIC PLC | 6740 | 647444 | SHS |
| SELECT SECTOR SPDR TR | 5409 | 636747 | STATE STREET COM |
| GALLAGHER ARTHUR J & CO | 2458 | 636106 | COM |
| AMPHENOL CORP NEW | 4706 | 635969 | CL A |
| VANGUARD MUN BD FDS | 12285 | 617813 | TAX EXEMPT BD |
| ISHARES TR | 5512 | 605824 | TIPS BD ETF |
| ISHARES TR | 3305 | 598899 | RUS 2000 VAL ETF |
| AMERICAN TOWER CORP NEW | 3398 | 596587 | COM |
| ISHARES TR | 2777 | 596194 | US AER DEF ETF |
| INTERCONTINENTAL EXCHANGE IN | 3666 | 593745 | COM |
| HCA HEALTHCARE INC | 1256 | 586376 | COM |
| INTUIT | 880 | 582930 | COM |
| VANGUARD INTL EQUITY INDEX F | 10803 | 580769 | FTSE EMR MKT ETF |
| ISHARES TR | 6627 | 577609 | 20 YR TR BD ETF |
| PNC FINL SVCS GROUP INC | 2766 | 577347 | COM |
| VANGUARD WORLD FD | 750 | 565335 | INF TECH ETF |
| ASML HOLDING N V | 524 | 560607 | N Y REGISTRY SHS |
| NIKE INC | 8684 | 553258 | CL B |
| GE HEALTHCARE TECHNOLOGIES I | 6728 | 551830 | COMMON STOCK |
| VANGUARD MALVERN FDS | 11120 | 549995 | STRM INFPROIDX |
| ZOETIS INC | 4267 | 536874 | CL A |
| QNITY ELECTRONICS INC | 6560 | 535624 | COMMON STOCK |
| PUBLIC SVC ENTERPRISE GRP IN | 6664 | 535119 | COM |
| AXON ENTERPRISE INC | 936 | 531582 | COM |
| INTEL CORP | 14214 | 524497 | COM |
| MONDELEZ INTL INC | 9712 | 522797 | CL A |
| TARGA RES CORP | 2779 | 512726 | COM |
| ISHARES TR | 8104 | 503664 | U.S. MED DVC ETF |
| FASTENAL CO | 12526 | 502668 | COM |
| MICROCHIP TECHNOLOGY INC. | 7635 | 486502 | COM |
| VANGUARD INDEX FDS | 1595 | 481865 | SML CP GRW ETF |
| THE CIGNA GROUP | 1708 | 470093 | COM |
| FIRST TR EXCHANGE TRADED FD | 6568 | 469284 | NASDAQ CYB ETF |
| SERVICENOW INC | 3004 | 460183 | COM |
| AMERICAN ELEC PWR CO INC | 3961 | 456743 | COM |
| VANECK ETF TRUST | 8867 | 453281 | HIGH YLD MUNIETF |
| AFLAC INC | 4040 | 445491 | COM |
| ISHARES TR | 3248 | 444781 | RUS MD CP GR ETF |
| SELECT SECTOR SPDR TR | 9420 | 427197 | STATE STREET MAT |
| EATON CORP PLC | 1335 | 425211 | SHS |
| MCCORMICK & CO INC | 6218 | 423508 | COM NON VTG |
| TESLA INC | 936 | 420938 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 1526 | 420245 | ORD SHS |
| ISHARES TR | 3601 | 396794 | IBOXX INV CP ETF |
| ISHARES TR | 3205 | 395048 | S&P 500 GRWT ETF |
| SELECT SECTOR SPDR TR | 8774 | 392286 | STATE STREET ENE |
| VANGUARD SCOTTSDALE FDS | 6410 | 384151 | INTER TERM TREAS |
| AVALONBAY CMNTYS INC | 2096 | 380026 | COM |
| DIMENSIONAL ETF TRUST | 5070 | 376042 | US EQUITY MARKET |
| VANGUARD WORLD FD | 1290 | 371327 | HEALTH CAR ETF |
| UNILEVER PLC | 5609 | 366829 | SPON ADR NEW |
| COHEN & STEERS QUALITY INCOM | 31797 | 363122 | COM |
| VANGUARD INTL EQUITY INDEX F | 4927 | 362430 | ALLWRLD EX US |
| VANGUARD INDEX FDS | 1281 | 357578 | MCAP GR IDXVIP |
| ROCKWELL AUTOMATION INC | 917 | 356777 | COM |
| SELECT SECTOR SPDR TR | 3413 | 340319 | STATE STREET CON |
| TRUIST FINL CORP | 6826 | 335907 | COM |
| DIGITAL RLTY TR INC | 2161 | 334328 | COM |
| L3HARRIS TECHNOLOGIES INC | 1136 | 333496 | COM |
| GENERAL MTRS CO | 4100 | 333412 | COM |
| TRAVELERS COMPANIES INC | 1146 | 332409 | COM |
| DIMENSIONAL ETF TRUST | 7089 | 330277 | US MKTWIDE VALUE |
| MARATHON PETE CORP | 2026 | 329488 | COM |
| CINTAS CORP | 1743 | 327806 | COM |
| FORTINET INC | 4125 | 327566 | COM |
| EASTMAN CHEM CO | 5000 | 319150 | COM |
| NOVARTIS AG | 2310 | 318480 | SPONSORED ADR |
| INVESCO EXCHANGE TRADED FD T | 6148 | 316651 | DIVID ACHIEVEV |
| COOPER COS INC | 3850 | 315546 | COM |
| DOORDASH INC | 1392 | 315260 | CL A |
| SYNOPSYS INC | 669 | 314243 | COM |
| ENBRIDGE INC | 6477 | 309795 | COM |
| MOODYS CORP | 600 | 306510 | COM |
| ISHARES TR | 3764 | 303491 | IBOXX HI YD ETF |
| ONEOK INC NEW | 4067 | 298925 | COM |
| FISERV INC | 4445 | 298571 | COM |
| CITIGROUP INC | 2544 | 296859 | COM NEW |
| HERSHEY CO | 1598 | 290804 | COM |
| SCHWAB STRATEGIC TR | 9645 | 290025 | US MID-CAP ETF |
| EXPEDITORS INTL WASH INC | 1940 | 289079 | COM |
| BP PLC | 8251 | 286557 | SPONSORED ADR |
| UBER TECHNOLOGIES INC | 3446 | 281573 | COM |
| NRG ENERGY INC | 1720 | 273893 | COM NEW |
| EOG RES INC | 2563 | 269141 | COM |
| EQT CORP | 5000 | 268000 | COM |
| VANGUARD INDEX FDS | 1509 | 267651 | MCAP VL IDXVIP |
| JOHNSON CTLS INTL PLC | 2189 | 262133 | SHS |
| DIMENSIONAL ETF TRUST | 5130 | 255987 | INTERNATNAL VAL |
| AUTODESK INC | 848 | 251016 | COM |
| FIFTH THIRD BANCORP | 5359 | 250855 | COM |
| CORTEVA INC | 3740 | 250692 | COM |
| OTIS WORLDWIDE CORP | 2833 | 247463 | COM |
| PRICE T ROWE GROUP INC | 2410 | 246736 | COM |
| SELECT SECTOR SPDR TR | 1586 | 246020 | STATE STREET IND |
| VANGUARD STAR FDS | 3256 | 245633 | VG TL INTL STK F |
| ROYAL BK CDA | 1435 | 244653 | COM |
| DNP SELECT INCOME FD INC | 24400 | 243756 | COM |
| SELECT SECTOR SPDR TR | 5650 | 241199 | STATE STREET UTI |
| STARBUCKS CORP | 2841 | 239241 | COM |
| SELECT SECTOR SPDR TR | 5924 | 239033 | STATE STREET REA |
| OLD NATL BANCORP IND | 10689 | 238472 | COM |
| OCCIDENTAL PETE CORP | 5619 | 231053 | COM |
| ISHARES TR | 1368 | 230877 | ISHARES BIOTECH |
| SPROTT ASSET MANAGEMENT LP | 6970 | 230149 | PHYSICAL GOLD TR |
| AVERY DENNISON CORP | 1263 | 229714 | COM |
| BLACKROCK MUNIYILD QULT FD I | 19517 | 220542 | COM |
| DIMENSIONAL ETF TRUST | 3146 | 219182 | US SMALL CAP ETF |
| ENTERPRISE PRODS PARTNERS L | 6830 | 218970 | COM |
| INVESCO EXCH TRADED FD TR II | 4553 | 218544 | S&P500 HDL VOL |
| INTERNATIONAL PAPER CO | 5546 | 218457 | COM |
| METLIFE INC | 2759 | 217795 | COM |
| DTE ENERGY CO | 1688 | 217718 | COM |
| DIMENSIONAL ETF TRUST | 3606 | 214701 | US TARGETED VLU |
| WW GRAINGER INC | 211 | 212910 | COM |
| BOEING CO | 958 | 208001 | COM |
| RAYMOND JAMES FINL INC | 1248 | 200416 | COM |
| GARMIN LTD | 980 | 198793 | SHS |
| ISHARES SILVER TR | 3081 | 198478 | ISHARES |
| LENNAR CORP | 1917 | 197068 | CL A |
| BOSTON BEER INC | 1000 | 195130 | CL A |
| BANK MONTREAL QUE | 1500 | 194685 | COM |
| COCA COLA CONS INC | 1250 | 191625 | COM |
| ROYAL CARIBBEAN GROUP | 686 | 191339 | COM |
| VANGUARD WELLINGTON FD | 1396 | 185361 | US VALUE FACTR |
| FLEXSHARES TR | 2280 | 184247 | QUALT DIVD IDX |
| WISDOMTREE TR | 5480 | 183306 | US SMALLCAP DIVD |
| WEYERHAEUSER CO MTN BE | 7702 | 182460 | COM NEW |
| RESTAURANT BRANDS INTL INC | 2599 | 177330 | COM |
| ISHARES TR | 2720 | 177072 | US HLTHCARE ETF |
| ISHARES GOLD TR | 2179 | 176869 | ISHARES NEW |
| ENTERGY CORP NEW | 1906 | 176172 | COM |
| SEMPRA | 1970 | 173931 | COM |
| CONSTRUCTION PARTNERS INC | 1587 | 172269 | COM CL A |
| TRANSUNION | 2000 | 171500 | COM |
| VANGUARD WORLD FD | 892 | 165056 | UTILITIES ETF |
| VENTAS INC | 2120 | 164046 | COM |
| ISHARES TR | 1698 | 161684 | MBS ETF |
| VANGUARD SCOTTSDALE FDS | 2731 | 160392 | SHORT TERM TREAS |
| ISHARES TR | 805 | 159889 | MSCI USA QLT FCT |
| HUMANA INC | 621 | 159057 | COM |
| COMCAST CORP NEW | 5289 | 158088 | CL A |
| ISHARES TR | 743 | 157568 | S&P 500 VAL ETF |
| HARTFORD INSURANCE GROUP INC | 1142 | 157368 | COM |
| HP INC | 6994 | 155826 | COM |
| ISHARES TR | 1200 | 154596 | ESG MSCI KLD 400 |
| SOLSTICE ADVANCED MATLS INC | 3168 | 153901 | COM SHS |
| GENERAL MLS INC | 3257 | 151451 | COM |
| ISHARES TR | 1595 | 150185 | MSCI USA MIN VOL |
| FIRST TR EXCHANGE-TRADED FD | 3900 | 149448 | SMID RISNG ETF |
| INVESCO EXCHANGE TRADED FD T | 2850 | 149441 | S&P MDCP400 PR |
| ISHARES TR | 733 | 146365 | U.S. TECH ETF |
| US BANCORP DEL | 2724 | 145353 | COM NEW |
| CROWDSTRIKE HLDGS INC | 305 | 142972 | CL A |
| FLEXSHARES TR | 5942 | 142965 | IBOXX 3R TARGT |
| HOME BANCSHARES INC | 5132 | 142567 | COM |
| BROWN FORMAN CORP | 5455 | 142157 | CL B |
| VANGUARD INDEX FDS | 441 | 138827 | LARGE CAP ETF |
| TARGET CORP | 1414 | 138219 | COM |
| SANOFI SA | 2790 | 135203 | SPONSORED ADR |
| CDW CORP | 990 | 134838 | COM |
| GILEAD SCIENCES INC | 1093 | 134155 | COM |
| NATIONAL HEALTH INVS INC | 1733 | 132349 | COM |
| PROLOGIS INC. | 1014 | 129447 | COM |
| ISHARES TR | 1547 | 127597 | CORE MSCI INTL |
| BANK NEW YORK MELLON CORP | 1099 | 127583 | COM |
| VANGUARD WORLD FD | 320 | 126054 | CONSUM DIS ETF |
| ISHARES BITCOIN TRUST ETF | 2509 | 124572 | SHS BEN INT |
| TOTALENERGIES SE | 1901 | 124363 | ACT |
| CAMECO CORP | 1344 | 122963 | COM |
| FIRST TR EXCHANGE-TRADED FD | 1300 | 120265 | CAP STRENGTH ETF |
| NEWMONT CORP | 1194 | 119221 | COM |
| BALL CORP | 2206 | 116852 | COM |
| FEDEX CORP | 400 | 115544 | COM |
| OLD DOMINION FREIGHT LINE IN | 720 | 112896 | COM |
| SPDR INDEX SHS FDS | 1800 | 111852 | GLB NAT RESRCE |
| VANECK ETF TRUST | 1300 | 111501 | GOLD MINERS ETF |
| ISHARES TR | 800 | 111476 | ESG OPTIMIZED |
| ISHARES INC | 1656 | 111316 | CORE MSCI EMKT |
| CARLISLE COS INC | 337 | 107793 | COM |
| SCHWAB STRATEGIC TR | 3677 | 104721 | US SML CAP ETF |
| ISHARES TR | 1910 | 104496 | MSCI EMG MKT ETF |
| HCI GROUP INC | 544 | 104279 | COM |
| FACTSET RESH SYS INC | 357 | 103598 | COM |
| MONSTER BEVERAGE CORP NEW | 1350 | 103505 | COM |
| ISHARES TR | 1249 | 103442 | 1 3 YR TREAS BD |
| ALLIANT ENERGY CORP | 1555 | 101091 | COM |
| ULTA BEAUTY INC | 166 | 100432 | COM |
| MICRON TECHNOLOGY INC | 350 | 99894 | COM |
| ELEVANCE HEALTH INC FORMERLY | 280 | 98154 | COM |
| VANGUARD WORLD FD | 805 | 97373 | ESG US STK ETF |
| ISHARES TR | 4229 | 97373 | US TREAS BD ETF |
| SONOCO PRODS CO | 2210 | 96444 | COM |
| REALTY INCOME CORP | 1688 | 95153 | COM |
| PALANTIR TECHNOLOGIES INC | 520 | 92430 | CL A |
| INVESCO LTD | 3470 | 91157 | SHS |
| WORTHINGTON ENTERPRISES INC | 1754 | 90454 | COM |
| ISHARES TR | 2250 | 90293 | CORE 30/70 CONSE |
| CARDINAL HEALTH INC | 436 | 89598 | COM |
| FTI CONSULTING INC | 522 | 89173 | COM |
| BROWN & BROWN INC | 1113 | 88706 | COM |
| DYCOM INDS INC | 250 | 84475 | COM |
| INVESCO EXCHANGE TRADED FD T | 4130 | 84193 | HIG YLD EQ DIV |
| PPL CORP | 2398 | 83978 | COM |
| INGREDION INC | 751 | 82805 | COM |
| HALLIBURTON CO | 2883 | 81474 | COM |
| DOW INC | 3446 | 80567 | COM |
| ITT INC | 460 | 79815 | COM |
| STMICROELECTRONICS N V | 3000 | 77820 | NY REGISTRY |
| FIDELITY COVINGTON TRUST | 346 | 77736 | MSCI INFO TECH I |
| ISHARES TR | 2070 | 77408 | BROAD USD HIGH |
| BLACKROCK MUN INCOME QUALITY | 7000 | 76580 | COM |
| AMERICAN CENTY ETF TR | 974 | 76313 | LARGE CAP EQUITY |
| CMS ENERGY CORP | 1087 | 76014 | COM |
| ISHARES TR | 358 | 75302 | RUS 1000 VAL ETF |
| NUVEEN AMT FREE QLTY MUN INC | 6473 | 75281 | COM |
| COGNIZANT TECHNOLOGY SOLUTIO | 900 | 74700 | CL A |
| HUNTINGTON BANCSHARES INC | 4267 | 74032 | COM |
| FRANKLIN RESOURCES INC | 3009 | 71885 | COM |
| FIRST TR EXCHANGE-TRADED FD | 1431 | 71464 | SHS |
| EATON VANCE TAX-MANAGED GLOB | 7469 | 70956 | COM |
| SOLVENTUM CORP | 890 | 70524 | COM SHS |
| SCHWAB STRATEGIC TR | 2922 | 70245 | INTL EQTY ETF |
| DIAGEO PLC | 808 | 69706 | SPON ADR NEW |
| OGE ENERGY CORP | 1632 | 69686 | COM |
| FIRST TR EXCHANGE TRADED FD | 700 | 68824 | RBA INDL ETF |
| FLEXSHARES TR | 1126 | 68134 | STOXX GLOBR INF |
| WILLIAMS COS INC | 1126 | 67684 | COM |
| AMERICAN WTR WKS CO INC NEW | 518 | 67599 | COM |
| PUBLIC STORAGE OPER CO | 260 | 67470 | COM |
| BIOGEN INC | 383 | 67404 | COM |
| WELLTOWER INC | 361 | 67005 | COM |
| NASDAQ INC | 687 | 66728 | COM |
| SCHWAB STRATEGIC TR | 2235 | 66178 | US LCAP VA ETF |
| MARTIN MARIETTA MATLS INC | 105 | 65379 | COM |
| J P MORGAN EXCHANGE TRADED F | 1301 | 65146 | DIVERSFD EQT ETF |
| CANADIAN NATL RY CO | 650 | 64253 | COM |
| GOLDMAN SACHS ETF TR | 641 | 64062 | ACCES TREASURY |
| CLOROX CO DEL | 635 | 64027 | COM |
| FLEXSHARES TR | 1383 | 63411 | MORNSTAR UPSTR |
| ISHARES TR | 168 | 62738 | RUS 1000 ETF |
| AGNICO EAGLE MINES LTD | 370 | 62726 | COM |
| FLEXSHARES TR | 395 | 62508 | STOX US ESG SLCT |
| KRYSTAL BIOTECH INC | 250 | 61635 | COM |
| WORTHINGTON STL INC | 1752 | 60654 | COM SHS |
| CHUBB LIMITED | 194 | 60551 | COM |
| INDEPENDENCE RLTY TR INC | 3452 | 60341 | COM |
| KINDER MORGAN INC DEL | 2188 | 60148 | COM |
| IRON MTN INC DEL | 725 | 60139 | COM |
| DBX ETF TR | 1250 | 60138 | XTRACK MSCI EAFE |
| SOUTHSTATE BK CORP | 621 | 58442 | COM |
| SEACOAST BKG CORP FLA | 1829 | 57467 | COM NEW |
| WISDOMTREE TR | 1304 | 56776 | DYNAMIC INTL EQT |
| ASHLAND INC | 956 | 56089 | COM |
| ARROW ELECTRS INC | 500 | 55090 | COM |
| FORTUNE BRANDS INNOVATIONS I | 1096 | 54822 | COM |
| BANCROFT FD LTD | 2479 | 54786 | COM |
| WELLS FARGO CO NEW | 45 | 54540 | PERP PFD CNV A |
| ZEBRA TECHNOLOGIES CORPORATI | 224 | 54392 | CL A |
| RELIANCE INC | 186 | 53730 | COM |
| BOOKING HOLDINGS INC | 10 | 53553 | COM |
| TORONTO DOMINION BK ONT | 560 | 52752 | COM NEW |
| CINCINNATI FINL CORP | 320 | 52262 | COM |
| BLOCK INC | 800 | 52072 | CL A |
| FREEPORT-MCMORAN INC | 1025 | 52060 | CL B |
| NORTHERN TR CORP | 381 | 52041 | COM |
| CENCORA INC | 154 | 52014 | COM |
| CF INDS HLDGS INC | 666 | 51508 | COM |
| IDEXX LABS INC | 76 | 51416 | COM |
| SMUCKER J M CO | 525 | 51350 | COM NEW |
| JOHN HANCOCK EXCHANGE TRADED | 780 | 51074 | MULTIFACTOR MI |
| WHEATON PRECIOUS METALS CORP | 430 | 50534 | COM |
| GARTNER INC | 200 | 50456 | COM |
| TRACTOR SUPPLY CO | 1000 | 50010 | COM |
| CVS HEALTH CORP | 630 | 49997 | COM |
| CHENIERE ENERGY INC | 257 | 49958 | COM NEW |
| ATMOS ENERGY CORP | 295 | 49451 | COM |
| AMCOR PLC | 5856 | 48839 | ORD |
| FIRST MERCHANTS CORP | 1300 | 48724 | COM |
| VERALTO CORP | 473 | 47196 | COM SHS |
| FIDELITY COVINGTON TRUST | 600 | 46644 | MSCI FINLS IDX |
| WASTE CONNECTIONS INC | 264 | 46295 | COM |
| ZSCALER INC | 200 | 44984 | COM |
| ADAMS DIVERSIFIED EQUITY FD | 1926 | 44914 | COM |
| ROYAL GOLD INC | 200 | 44458 | COM |
| INVESCO EXCH TRD SLF IDX FD | 2245 | 44316 | BULSHS 2027 CB |
| XYLEM INC | 320 | 43578 | COM |
| ENERGY TRANSFER L P | 2627 | 43319 | COM UT LTD PTN |
| DELL TECHNOLOGIES INC | 340 | 42799 | CL C |
| TE CONNECTIVITY PLC | 186 | 42317 | ORD SHS |
| XCEL ENERGY INC | 569 | 42026 | COM |
| OSHKOSH CORP | 334 | 41960 | COM |
| OMNICOM GROUP INC | 513 | 41425 | COM |
| VANGUARD WORLD FD | 136 | 40580 | INDUSTRIAL ETF |
| BHP GROUP LTD | 660 | 39844 | SPONSORED ADS |
| PLAINS ALL AMERN PIPELINE L | 2205 | 39602 | UNIT LTD PARTN |
| RAYONIER INC | 1829 | 39598 | COM |
| WESTERN UN CO | 4243 | 39502 | COM |
| AMERICAN CENTY ETF TR | 770 | 38793 | DIVERSIFIED MU |
| EVERSOURCE ENERGY | 574 | 38647 | COM |
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