Associated Banc-Corp Diversified Active

CIK: 0000007789 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 10, 2022

Total Value ($000): $2,727,430 (100.0% shares, 0.0% debt)

Holdings (327)

MSFT MICROSOFT CORP 5.8%
Value ($000) $157,049 Shares 466,963 Est. Cost $42.18 Unrealized +643.0%
AAPL APPLE INC 5.0%
Value ($000) $135,131 Shares 760,998 Est. Cost $112.88 Unrealized +37.1%
GOOGL ALPHABET INC 3.6%
Value ($000) $98,126 Shares 33,871 Est. Cost $49.49 Unrealized +188.9%
AMZN AMAZON COM INC 3.1%
Value ($000) $83,952 Shares 25,178 Est. Cost $46.51 Unrealized +268.0%
LAM RESEARCH CORP 2.7%
Value ($000) $74,390 Shares 103,441 Est. Cost $203.21 Unrealized
ASB ASSOCIATED BANC CORP 2.2%
Value ($000) $59,952 Shares 2,653,928 Est. Cost $11.59 Unrealized +65.2%
JPM JPMORGAN CHASE & CO 2.2%
Value ($000) $59,130 Shares 373,411 Est. Cost $45.80 Unrealized +222.8%
KMB KIMBERLY-CLARK CORP 2.0%
Value ($000) $55,297 Shares 386,907 Est. Cost $65.46 Unrealized +76.1%
META META PLATFORMS INC 1.6%
Value ($000) $43,896 Shares 130,507 Est. Cost $216.30 Unrealized +52.4%
TMO THERMO FISHER SCIENTIFIC INC 1.6%
Value ($000) $43,624 Shares 65,380 Est. Cost $315.97 Unrealized +95.4%
BLACKROCK INC 1.6%
Value ($000) $42,665 Shares 46,600 Est. Cost $319.02 Unrealized
PG PROCTER AND GAMBLE CO 1.5%
Value ($000) $41,829 Shares 255,712 Est. Cost $64.16 Unrealized +109.0%
PM PHILIP MORRIS INTL INC 1.4%
Value ($000) $39,106 Shares 411,636 Est. Cost $55.42 Unrealized +37.7%
NOC NORTHROP GRUMMAN CORP 1.4%
Value ($000) $38,416 Shares 99,248 Est. Cost $333.80 Unrealized +4.3%
NOW SERVICENOW INC 1.4%
Value ($000) $36,922 Shares 56,881 Est. Cost $60.72 Unrealized +116.2%
LOW LOWES COS INC 1.3%
Value ($000) $35,708 Shares 138,147 Est. Cost $114.61 Unrealized +91.8%
MDLZ MONDELEZ INTL INC 1.3%
Value ($000) $34,647 Shares 522,496 Est. Cost $31.70 Unrealized +74.5%
UNH UNITEDHEALTH GROUP INC 1.2%
Value ($000) $32,638 Shares 64,999 Est. Cost $82.48 Unrealized +411.9%
DISCOVER FINL SVCS 1.2%
Value ($000) $32,432 Shares 280,652 Est. Cost $57.79 Unrealized
FISV FISERV INC 1.2%
Value ($000) $31,608 Shares 304,544 Est. Cost $110.08 Unrealized -6.1%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $31,306 Shares 182,996 Est. Cost $76.94 Unrealized +88.6%
APD AIR PRODS & CHEMS INC 1.1%
Value ($000) $31,234 Shares 102,655 Est. Cost $78.20 Unrealized +237.1%
BFC BANK FIRST CORP 1.1%
Value ($000) $29,706 Shares 411,211 Est. Cost $16.91 Unrealized +283.2%
PEP PEPSICO INC 1.1%
Value ($000) $29,337 Shares 168,882 Est. Cost $81.24 Unrealized +76.6%
DHR DANAHER CORPORATION 1.0%
Value ($000) $27,519 Shares 83,642 Est. Cost $47.67 Unrealized +466.7%
SPY SPDR S&P 500 ETF TR 1.0%
Value ($000) $27,256 Shares 57,385 Est. Cost $228.18 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $26,864 Shares 89,847 Est. Cost $139.87 Unrealized +104.8%
PYPL PAYPAL HLDGS INC 0.9%
Value ($000) $25,435 Shares 134,876 Est. Cost $257.70 Unrealized -16.2%
MCD MCDONALDS CORP 0.9%
Value ($000) $25,215 Shares 94,063 Est. Cost $116.28 Unrealized +97.5%
ETN EATON CORP PLC 0.9%
Value ($000) $25,141 Shares 145,476 Est. Cost $62.88 Unrealized +147.2%
CMI CUMMINS INC 0.9%
Value ($000) $24,307 Shares 111,426 Est. Cost $223.08 Unrealized -7.7%
VOO VANGUARD INDEX FDS 0.9%
Value ($000) $23,535 Shares 53,909 Est. Cost $259.95 Unrealized
INTC INTEL CORP 0.8%
Value ($000) $23,068 Shares 447,933 Est. Cost $36.57 Unrealized +29.3%
UNP UNION PAC CORP 0.8%
Value ($000) $23,042 Shares 91,464 Est. Cost $124.81 Unrealized +72.3%
CI CIGNA CORP NEW 0.8%
Value ($000) $22,609 Shares 98,458 Est. Cost $184.62 Unrealized +6.8%
SYY SYSCO CORP 0.8%
Value ($000) $22,328 Shares 284,249 Est. Cost $62.05 Unrealized +10.9%
MA MASTERCARD INCORPORATED 0.8%
Value ($000) $22,226 Shares 61,855 Est. Cost $123.26 Unrealized +174.1%
ABT ABBOTT LABS 0.8%
Value ($000) $21,932 Shares 155,835 Est. Cost $42.13 Unrealized +181.7%
CAT CATERPILLAR INC 0.8%
Value ($000) $21,461 Shares 103,804 Est. Cost $115.22 Unrealized +62.0%
DIS DISNEY WALT CO 0.8%
Value ($000) $21,289 Shares 137,445 Est. Cost $73.41 Unrealized +114.9%
VO VANGUARD INDEX FDS 0.7%
Value ($000) $20,380 Shares 79,991 Est. Cost $168.79 Unrealized
CMCSA COMCAST CORP NEW 0.7%
Value ($000) $20,131 Shares 399,974 Est. Cost $36.48 Unrealized +26.5%
XLK SELECT SECTOR SPDR TR 0.7%
Value ($000) $19,889 Shares 114,386 Est. Cost $34.55 Unrealized
TJX TJX COS INC NEW 0.7%
Value ($000) $19,463 Shares 256,352 Est. Cost $63.43 Unrealized +2.9%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $19,351 Shares 164,903 Est. Cost $73.32 Unrealized +31.1%
CSCO CISCO SYS INC 0.7%
Value ($000) $19,129 Shares 301,852 Est. Cost $19.43 Unrealized +159.7%
XEL XCEL ENERGY INC 0.7%
Value ($000) $18,530 Shares 273,710 Est. Cost $28.39 Unrealized +100.2%
GOOG ALPHABET INC 0.7%
Value ($000) $18,145 Shares 6,271 Est. Cost $40.91 Unrealized +250.6%
PFE PFIZER INC 0.7%
Value ($000) $18,126 Shares 306,965 Est. Cost $24.81 Unrealized +62.1%
BSX BOSTON SCIENTIFIC CORP 0.7%
Value ($000) $18,052 Shares 424,957 Est. Cost $30.82 Unrealized +36.4%
KO COCA COLA CO 0.7%
Value ($000) $17,952 Shares 303,196 Est. Cost $35.70 Unrealized +37.8%
XOM EXXON MOBIL CORP 0.7%
Value ($000) $17,880 Shares 292,194 Est. Cost $50.88 Unrealized +5.9%
BSV VANGUARD BD INDEX FDS 0.6%
Value ($000) $17,581 Shares 217,500 Est. Cost $81.45 Unrealized
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $17,188 Shares 184,110 Est. Cost $65.35 Unrealized +18.4%
PSX PHILLIPS 66 0.6%
Value ($000) $16,432 Shares 226,780 Est. Cost $55.75 Unrealized +16.1%
CVS CVS HEALTH CORP 0.6%
Value ($000) $16,391 Shares 158,889 Est. Cost $55.03 Unrealized +46.3%
BAC BK OF AMERICA CORP 0.6%
Value ($000) $16,046 Shares 360,665 Est. Cost $21.41 Unrealized +91.6%
HON HONEYWELL INTL INC 0.6%
Value ($000) $15,185 Shares 72,828 Est. Cost $129.30 Unrealized +43.1%
DOC HEALTHPEAK PROPERTIES INC 0.5%
Value ($000) $14,558 Shares 403,390 Est. Cost $26.28 Unrealized +4.2%
MRK MERCK & CO INC 0.5%
Value ($000) $14,354 Shares 187,286 Est. Cost $54.24 Unrealized +28.9%
ALL ALLSTATE CORP 0.5%
Value ($000) $14,343 Shares 121,912 Est. Cost $48.60 Unrealized +119.9%
VNQ VANGUARD INDEX FDS 0.5%
Value ($000) $14,222 Shares 122,594 Est. Cost $89.23 Unrealized
AMP AMERIPRISE FINL INC 0.5%
Value ($000) $14,011 Shares 46,447 Est. Cost $129.77 Unrealized +114.4%
VTI VANGUARD INDEX FDS 0.5%
Value ($000) $13,199 Shares 54,666 Est. Cost $130.06 Unrealized
IQV IQVIA HLDGS INC 0.5%
Value ($000) $12,914 Shares 45,774 Est. Cost $224.01 Unrealized +15.8%
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value ($000) $12,908 Shares 207,024 Est. Cost $41.21 Unrealized +19.5%
TFC TRUIST FINL CORP 0.5%
Value ($000) $12,819 Shares 218,936 Est. Cost $40.79 Unrealized +21.9%
ZTS ZOETIS INC 0.5%
Value ($000) $12,475 Shares 51,122 Est. Cost $42.00 Unrealized +401.2%
NKE NIKE INC 0.4%
Value ($000) $11,910 Shares 71,454 Est. Cost $119.85 Unrealized +29.0%
USB US BANCORP DEL 0.4%
Value ($000) $11,419 Shares 203,299 Est. Cost $28.83 Unrealized +69.4%
SBUX STARBUCKS CORP 0.4%
Value ($000) $11,259 Shares 96,255 Est. Cost $53.26 Unrealized +91.9%
WM WASTE MGMT INC DEL 0.4%
Value ($000) $10,986 Shares 65,821 Est. Cost $46.09 Unrealized +226.9%
HD HOME DEPOT INC 0.4%
Value ($000) $10,515 Shares 25,338 Est. Cost $215.55 Unrealized +59.2%
TGT TARGET CORP 0.4%
Value ($000) $10,412 Shares 44,986 Est. Cost $184.65 Unrealized +16.0%
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $9,833 Shares 30,642 Est. Cost $186.25 Unrealized
WWD WOODWARD INC 0.3%
Value ($000) $9,464 Shares 86,462 Est. Cost $96.05 Unrealized +13.8%
IEFA ISHARES TR 0.3%
Value ($000) $9,223 Shares 123,562 Est. Cost $64.18 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $9,105 Shares 175,228 Est. Cost $31.82 Unrealized +26.9%
TROW PRICE T ROWE GROUP INC 0.3%
Value ($000) $9,059 Shares 46,070 Est. Cost $53.12 Unrealized +217.5%
PRU PRUDENTIAL FINL INC 0.3%
Value ($000) $9,058 Shares 83,686 Est. Cost $52.73 Unrealized +68.6%
IJH ISHARES TR 0.3%
Value ($000) $9,045 Shares 31,953 Est. Cost $175.82 Unrealized
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $8,688 Shares 59,056 Est. Cost $102.41 Unrealized
BA BOEING CO 0.3%
Value ($000) $8,096 Shares 40,217 Est. Cost $101.18 Unrealized +108.8%
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value ($000) $8,002 Shares 46,593 Est. Cost $130.46 Unrealized
SDY SPDR SER TR 0.3%
Value ($000) $7,961 Shares 61,660 Est. Cost $92.56 Unrealized
IVV ISHARES TR 0.3%
Value ($000) $7,904 Shares 16,570 Est. Cost $278.16 Unrealized
AMGN AMGEN INC 0.3%
Value ($000) $7,861 Shares 34,942 Est. Cost $180.65 Unrealized +2.5%
SO SOUTHERN CO 0.3%
Value ($000) $7,475 Shares 108,995 Est. Cost $34.14 Unrealized +60.3%
VB VANGUARD INDEX FDS 0.3%
Value ($000) $7,235 Shares 32,012 Est. Cost $158.96 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.3%
Value ($000) $7,204 Shares 66,004 Est. Cost $111.99 Unrealized -8.9%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $7,184 Shares 84,181 Est. Cost $47.13 Unrealized +50.5%
IJR ISHARES TR 0.2%
Value ($000) $6,724 Shares 58,722 Est. Cost $79.53 Unrealized
IWD ISHARES TR 0.2%
Value ($000) $6,705 Shares 39,926 Est. Cost $97.30 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $6,651 Shares 64,297 Est. Cost $103.38 Unrealized -1.3%
T AT&T INC 0.2%
Value ($000) $6,638 Shares 269,871 Est. Cost $13.43 Unrealized +9.2%
WMT WALMART INC 0.2%
Value ($000) $6,453 Shares 44,600 Est. Cost $25.76 Unrealized +75.4%
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $6,437 Shares 75,947 Est. Cost $83.84 Unrealized
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $6,392 Shares 25,898 Est. Cost $95.20 Unrealized +120.9%
GDX VANECK ETF TRUST 0.2%
Value ($000) $6,139 Shares 191,660 Est. Cost $27.19 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.2%
Value ($000) $6,115 Shares 70,236 Est. Cost $49.80 Unrealized +48.3%
MMM 3M CO 0.2%
Value ($000) $6,086 Shares 34,261 Est. Cost $79.63 Unrealized +59.8%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $5,772 Shares 30,625 Est. Cost $108.20 Unrealized +57.2%
ABBV ABBVIE INC 0.2%
Value ($000) $5,771 Shares 42,617 Est. Cost $50.43 Unrealized +101.7%
AMCOR PLC 0.2%
Value ($000) $5,623 Shares 468,168 Est. Cost $8.59 Unrealized +16.4%
IVW ISHARES TR 0.2%
Value ($000) $5,559 Shares 66,440 Est. Cost $75.99 Unrealized
IJK ISHARES TR 0.2%
Value ($000) $5,520 Shares 64,745 Est. Cost $86.28 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $5,396 Shares 25,173 Est. Cost $101.43 Unrealized +66.2%
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $5,262 Shares 10,164 Est. Cost $247.35 Unrealized
SYK STRYKER CORPORATION 0.2%
Value ($000) $5,140 Shares 19,222 Est. Cost $184.89 Unrealized +35.8%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $5,018 Shares 12,614 Est. Cost $360.43 Unrealized
XLY SELECT SECTOR SPDR TR 0.2%
Value ($000) $5,007 Shares 24,489 Est. Cost $87.66 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $4,915 Shares 57,107 Est. Cost $75.71 Unrealized +4.8%
SNDR SCHNEIDER NATIONAL INC 0.2%
Value ($000) $4,876 Shares 181,202 Est. Cost $21.24 Unrealized +18.1%
IEMG ISHARES INC 0.2%
Value ($000) $4,746 Shares 79,284 Est. Cost $57.01 Unrealized
EMR EMERSON ELEC CO 0.2%
Value ($000) $4,568 Shares 49,134 Est. Cost $42.99 Unrealized +101.2%
LLY LILLY ELI & CO 0.2%
Value ($000) $4,554 Shares 16,487 Est. Cost $95.18 Unrealized +156.2%
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $4,523 Shares 20,597 Est. Cost $219.77 Unrealized -11.5%
XLP SELECT SECTOR SPDR TR 0.2%
Value ($000) $4,249 Shares 55,099 Est. Cost $43.09 Unrealized
EOG EOG RES INC 0.1%
Value ($000) $4,053 Shares 45,626 Est. Cost $63.55 Unrealized +15.4%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $3,992 Shares 28,332 Est. Cost $89.47 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.1%
Value ($000) $3,842 Shares 75,234 Est. Cost $37.98 Unrealized
IVE ISHARES TR 0.1%
Value ($000) $3,696 Shares 23,595 Est. Cost $126.49 Unrealized
IJJ ISHARES TR 0.1%
Value ($000) $3,668 Shares 33,144 Est. Cost $106.66 Unrealized
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $3,607 Shares 7,873 Est. Cost $120.01 Unrealized
ITOT ISHARES TR 0.1%
Value ($000) $3,588 Shares 33,542 Est. Cost $65.22 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $3,485 Shares 19,823 Est. Cost $86.65 Unrealized +90.0%
WY WEYERHAEUSER CO MTN BE 0.1%
Value ($000) $3,443 Shares 83,601 Est. Cost $19.74 Unrealized +62.0%
GLD SPDR GOLD TR 0.1%
Value ($000) $3,409 Shares 19,944 Est. Cost $129.71 Unrealized
NTRS NORTHERN TR CORP 0.1%
Value ($000) $3,348 Shares 27,986 Est. Cost $51.17 Unrealized +105.2%
IBB ISHARES TR 0.1%
Value ($000) $3,341 Shares 21,892 Est. Cost $132.72 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $3,268 Shares 10,696 Est. Cost $151.90 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $3,223 Shares 67,997 Est. Cost $21.55 Unrealized +52.1%
V VISA INC 0.1%
Value ($000) $3,165 Shares 14,602 Est. Cost $121.80 Unrealized +70.9%
BHP BHP GROUP LTD 0.1%
Value ($000) $3,012 Shares 49,905 Est. Cost $52.61 Unrealized
DOW DOW INC 0.1%
Value ($000) $2,859 Shares 50,402 Est. Cost $37.29 Unrealized +20.8%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $2,856 Shares 25,477 Est. Cost $101.27 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $2,856 Shares 29,420 Est. Cost $59.70 Unrealized +33.0%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $2,797 Shares 58,284 Est. Cost $30.95 Unrealized +43.5%
EVOQUA WATER TECHNOLOGIES CO 0.1%
Value ($000) $2,770 Shares 59,251 Est. Cost $15.41 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $2,686 Shares 68,784 Est. Cost $23.06 Unrealized
RHHBY ROCHE HLDG LTD 0.1%
Value ($000) $2,576 Shares 49,524 Est. Cost $48.15 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $2,541 Shares 35,499 Est. Cost $49.41 Unrealized
STT STATE STR CORP 0.1%
Value ($000) $2,519 Shares 27,091 Est. Cost $49.87 Unrealized +64.3%
GIS GENERAL MLS INC 0.1%
Value ($000) $2,466 Shares 36,601 Est. Cost $37.08 Unrealized +49.0%
IJT ISHARES TR 0.1%
Value ($000) $2,435 Shares 17,540 Est. Cost $133.33 Unrealized
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $2,431 Shares 27,750 Est. Cost $90.05 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $2,390 Shares 10,746 Est. Cost $117.57 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $2,382 Shares 18,750 Est. Cost $78.65 Unrealized +60.5%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $2,314 Shares 10,851 Est. Cost $195.61 Unrealized +4.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $2,298 Shares 17,197 Est. Cost $114.01 Unrealized -6.6%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $2,262 Shares 9,171 Est. Cost $110.21 Unrealized +88.1%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $2,213 Shares 39,871 Est. Cost $49.92 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $2,205 Shares 26,217 Est. Cost $55.12 Unrealized +38.8%
EFA ISHARES TR 0.1%
Value ($000) $2,187 Shares 27,798 Est. Cost $58.05 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $2,112 Shares 14,552 Est. Cost $51.36 Unrealized +179.2%
ISHARES TR 0.1%
Value ($000) $2,076 Shares 80,885 Est. Cost $26.05 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $2,056 Shares 19,427 Est. Cost $56.45 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $2,040 Shares 3,597 Est. Cost $142.74 Unrealized +337.9%
WPC WP CAREY INC 0.1%
Value ($000) $2,035 Shares 24,800 Est. Cost $63.72 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $2,023 Shares 33,004 Est. Cost $55.56 Unrealized
BMO BANK MONTREAL QUE 0.1%
Value ($000) $2,007 Shares 18,626 Est. Cost $66.68 Unrealized +35.8%
ISHARES TR 0.1%
Value ($000) $1,991 Shares 75,353 Est. Cost $26.90 Unrealized
WELBILT INC 0.1%
Value ($000) $1,975 Shares 83,095 Est. Cost $18.94 Unrealized
ISHARES TR 0.1%
Value ($000) $1,956 Shares 75,419 Est. Cost $26.31 Unrealized
IBDR ISHARES TR 0.1%
Value ($000) $1,925 Shares 73,858 Est. Cost $26.53 Unrealized
CSX CSX CORP 0.1%
Value ($000) $1,916 Shares 50,946 Est. Cost $25.08 Unrealized +32.7%
COP CONOCOPHILLIPS 0.1%
Value ($000) $1,909 Shares 26,449 Est. Cost $41.36 Unrealized +51.4%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $1,863 Shares 62,202 Est. Cost $37.23 Unrealized -22.9%
IJS ISHARES TR 0.1%
Value ($000) $1,746 Shares 16,705 Est. Cost $103.00 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $1,737 Shares 11,555 Est. Cost $88.84 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,571 Shares 31,765 Est. Cost $37.12 Unrealized
FTV FORTIVE CORP 0.1%
Value ($000) $1,568 Shares 20,547 Est. Cost $41.72 Unrealized +33.1%
IBDS ISHARES TR 0.1%
Value ($000) $1,567 Shares 58,993 Est. Cost $26.99 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $1,538 Shares 4,020 Est. Cost $204.45 Unrealized +74.4%
TSLA TESLA INC 0.1%
Value ($000) $1,532 Shares 1,450 Est. Cost $228.59 Unrealized +46.7%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $1,518 Shares 10,078 Est. Cost $49.71 Unrealized +159.9%
ISHARES TR 0.1%
Value ($000) $1,518 Shares 60,364 Est. Cost $25.39 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,375 Shares 8,402 Est. Cost $90.78 Unrealized +78.2%
NSRGY NESTLE S A 0.1%
Value ($000) $1,374 Shares 9,824 Est. Cost $77.53 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $1,352 Shares 3 Est. Cost $270069.34 Unrealized +59.9%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $1,291 Shares 5,070 Est. Cost $118.82 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $1,275 Shares 21,700 Est. Cost $32.27 Unrealized +53.8%
RRX REGAL REXNORD CORPORATION 0.0%
Value ($000) $1,252 Shares 7,355 Est. Cost $73.58 Unrealized +115.2%
IBDT ISHARES TR 0.0%
Value ($000) $1,245 Shares 44,015 Est. Cost $28.88 Unrealized
PLXS PLEXUS CORP 0.0%
Value ($000) $1,244 Shares 12,978 Est. Cost $65.88 Unrealized +40.1%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $1,228 Shares 4,176 Est. Cost $17.28 Unrealized +58.9%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $1,164 Shares 4,129 Est. Cost $154.42 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $1,127 Shares 13,215 Est. Cost $45.80 Unrealized +48.6%
GLW CORNING INC 0.0%
Value ($000) $1,123 Shares 30,175 Est. Cost $17.99 Unrealized +85.3%
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,108 Shares 17,613 Est. Cost $61.16 Unrealized
DJP BARCLAYS BANK PLC 0.0%
Value ($000) $1,050 Shares 36,580 Est. Cost $24.99 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $1,002 Shares 8,173 Est. Cost $98.21 Unrealized
ICLN ISHARES TR 0.0%
Value ($000) $976 Shares 46,122 Est. Cost $22.77 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $950 Shares 1,673 Est. Cost $236.85 Unrealized +106.1%
TREX TREX CO INC 0.0%
Value ($000) $934 Shares 6,919 Est. Cost $84.84 Unrealized +41.5%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $928 Shares 10,239 Est. Cost $48.80 Unrealized
HUBB HUBBELL INC 0.0%
Value ($000) $912 Shares 4,380 Est. Cost $162.07 Unrealized +15.5%
NVS NOVARTIS AG 0.0%
Value ($000) $894 Shares 10,218 Est. Cost $72.47 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $894 Shares 9,462 Est. Cost $62.95 Unrealized -2.2%
IWB ISHARES TR 0.0%
Value ($000) $894 Shares 3,379 Est. Cost $157.41 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $892 Shares 4,987 Est. Cost $104.69 Unrealized
BP BP PLC 0.0%
Value ($000) $883 Shares 33,137 Est. Cost $36.49 Unrealized
NIC NICOLET BANKSHARES INC 0.0%
Value ($000) $843 Shares 9,828 Est. Cost $65.22 Unrealized +13.1%
EFV ISHARES TR 0.0%
Value ($000) $788 Shares 15,647 Est. Cost $51.06 Unrealized
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $778 Shares 10,684 Est. Cost $54.46 Unrealized +20.0%
O REALTY INCOME CORP 0.0%
Value ($000) $764 Shares 10,675 Est. Cost $30.07 Unrealized +84.1%
IDXX IDEXX LABS INC 0.0%
Value ($000) $762 Shares 1,158 Est. Cost $337.16 Unrealized +86.2%
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $752 Shares 22,456 Est. Cost $28.45 Unrealized -6.6%
ORCL ORACLE CORP 0.0%
Value ($000) $745 Shares 8,539 Est. Cost $43.00 Unrealized +106.7%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $738 Shares 9,079 Est. Cost $37.87 Unrealized +83.8%
SEAGEN INC 0.0%
Value ($000) $722 Shares 4,667 Est. Cost $169.70 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $699 Shares 8,028 Est. Cost $87.46 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $680 Shares 6,163 Est. Cost $87.20 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $677 Shares 1,828 Est. Cost $152.98 Unrealized +107.7%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $673 Shares 4,923 Est. Cost $65.40 Unrealized +91.7%
EMB ISHARES TR 0.0%
Value ($000) $669 Shares 6,131 Est. Cost $109.19 Unrealized
HST HOST HOTELS & RESORTS INC 0.0%
Value ($000) $663 Shares 38,122 Est. Cost $11.44 Unrealized +22.0%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $656 Shares 29,864 Est. Cost $38.76 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $641 Shares 12,288 Est. Cost $58.49 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $610 Shares 5,296 Est. Cost $113.01 Unrealized
DE DEERE & CO 0.0%
Value ($000) $608 Shares 1,772 Est. Cost $235.76 Unrealized +39.4%
CRM SALESFORCE COM INC 0.0%
Value ($000) $602 Shares 2,370 Est. Cost $157.14 Unrealized +76.7%
WELL WELLTOWER INC 0.0%
Value ($000) $595 Shares 6,931 Est. Cost $59.22 Unrealized +26.7%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $586 Shares 7,545 Est. Cost $53.52 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $585 Shares 1,411 Est. Cost $175.23 Unrealized +95.9%
IBDU ISHARES TR 0.0%
Value ($000) $578 Shares 21,955 Est. Cost $26.82 Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $568 Shares 10,972 Est. Cost $45.78 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $553 Shares 4,047 Est. Cost $61.95 Unrealized +77.4%
AFL AFLAC INC 0.0%
Value ($000) $552 Shares 9,457 Est. Cost $38.42 Unrealized +32.7%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $550 Shares 3,497 Est. Cost $128.83 Unrealized +8.3%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $535 Shares 5,103 Est. Cost $63.61 Unrealized +35.6%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $534 Shares 8,693 Est. Cost $33.94 Unrealized +47.5%
AVNS AVANOS MED INC 0.0%
Value ($000) $515 Shares 14,864 Est. Cost $55.07 Unrealized -41.3%
AAXJ ISHARES TR 0.0%
Value ($000) $513 Shares 6,201 Est. Cost $71.21 Unrealized
IHG INTERCONTINENTAL HOTELS GROU 0.0%
Value ($000) $503 Shares 7,719 Est. Cost $44.39 Unrealized
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $501 Shares 1,288 Est. Cost $244.65 Unrealized +34.7%
USMV ISHARES TR 0.0%
Value ($000) $500 Shares 6,175 Est. Cost $66.04 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $485 Shares 30,574 Est. Cost $16.34 Unrealized -19.2%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $457 Shares 12,731 Est. Cost $41.31 Unrealized -28.6%
OSK OSHKOSH CORP 0.0%
Value ($000) $456 Shares 4,050 Est. Cost $113.78 Unrealized -10.8%
VCR VANGUARD WORLD FDS 0.0%
Value ($000) $451 Shares 1,325 Est. Cost $182.03 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $438 Shares 2,263 Est. Cost $128.46 Unrealized +27.3%
SLV ISHARES SILVER TR 0.0%
Value ($000) $437 Shares 20,306 Est. Cost $15.28 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $428 Shares 25,583 Est. Cost $12.29 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $420 Shares 6,963 Est. Cost $54.28 Unrealized +5.3%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $419 Shares 1,179 Est. Cost $302.05 Unrealized +2.3%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $418 Shares 5,753 Est. Cost $47.91 Unrealized +22.8%
PFF ISHARES TR 0.0%
Value ($000) $418 Shares 10,596 Est. Cost $38.21 Unrealized
MTW MANITOWOC CO INC 0.0%
Value ($000) $417 Shares 22,456 Est. Cost $37.84 Unrealized -46.5%
F FORD MTR CO DEL 0.0%
Value ($000) $417 Shares 20,098 Est. Cost $8.53 Unrealized +64.0%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $413 Shares 2,642 Est. Cost $123.02 Unrealized +17.0%
IBDV ISHARES TR 0.0%
Value ($000) $409 Shares 16,295 Est. Cost $25.48 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $408 Shares 2,554 Est. Cost $89.11 Unrealized +69.9%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $407 Shares 6,018 Est. Cost $55.79 Unrealized +2.9%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $403 Shares 1,156 Est. Cost $249.16 Unrealized +23.6%
EEM ISHARES TR 0.0%
Value ($000) $402 Shares 8,239 Est. Cost $37.93 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $390 Shares 1,765 Est. Cost $108.16 Unrealized
PSBQ PSB HLDGS INC WIS 0.0%
Value ($000) $390 Shares 14,958 Est. Cost $22.26 Unrealized +17.4%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $389 Shares 1,085 Est. Cost $144.96 Unrealized +13.9%
SANDY SPRING BANCORP INC 0.0%
Value ($000) $382 Shares 7,941 Est. Cost $44.08 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $372 Shares 2,877 Est. Cost $114.17 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $363 Shares 9,287 Est. Cost $29.29 Unrealized +4.7%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $360 Shares 1,024 Est. Cost $335.49 Unrealized +23.6%
MTUM ISHARES TR 0.0%
Value ($000) $356 Shares 1,958 Est. Cost $181.82 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $349 Shares 1,803 Est. Cost $135.35 Unrealized +31.2%
FDX FEDEX CORP 0.0%
Value ($000) $343 Shares 1,325 Est. Cost $270.30 Unrealized -18.6%
EIX EDISON INTL 0.0%
Value ($000) $342 Shares 5,012 Est. Cost $34.27 Unrealized +53.6%
NTR NUTRIEN LTD 0.0%
Value ($000) $341 Shares 4,535 Est. Cost $51.34 Unrealized +20.1%
GWW GRAINGER W W INC 0.0%
Value ($000) $333 Shares 642 Est. Cost $262.40 Unrealized +72.4%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $333 Shares 2,571 Est. Cost $94.26 Unrealized +23.7%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $332 Shares 2,915 Est. Cost $103.95 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $327 Shares 1,997 Est. Cost $145.72 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $318 Shares 1,737 Est. Cost $182.53 Unrealized
INTU INTUIT 0.0%
Value ($000) $317 Shares 493 Est. Cost $421.44 Unrealized +42.7%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $313 Shares 1,051 Est. Cost $250.29 Unrealized +2.0%
BLUEROCK RESIDENTIAL GWT REI 0.0%
Value ($000) $309 Shares 11,718 Est. Cost $10.18 Unrealized
KNTK ALTUS MIDSTREAM CO 0.0%
Value ($000) $307 Shares 5,000 Est. Cost $31.62 Unrealized +8.0%
SRE SEMPRA 0.0%
Value ($000) $306 Shares 2,314 Est. Cost $58.86 Unrealized -5.8%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $301 Shares 3,722 Est. Cost $30.58 Unrealized -4.5%
CTAS CINTAS CORP 0.0%
Value ($000) $300 Shares 677 Est. Cost $84.94 Unrealized +22.1%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $298 Shares 5,493 Est. Cost $41.98 Unrealized +21.4%
ICLR ICON PLC 0.0%
Value ($000) $294 Shares 950 Est. Cost $215.79 Unrealized +29.7%
MGEE MGE ENERGY INC 0.0%
Value ($000) $290 Shares 3,528 Est. Cost $53.58 Unrealized +30.9%
MORN MORNINGSTAR INC 0.0%
Value ($000) $283 Shares 827 Est. Cost $242.63 Unrealized +27.6%
KELLOGG CO 0.0%
Value ($000) $282 Shares 4,380 Est. Cost $51.49 Unrealized -0.8%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $281 Shares 1,056 Est. Cost $166.05 Unrealized
TFI SPDR SER TR 0.0%
Value ($000) $271 Shares 5,246 Est. Cost $50.51 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $270 Shares 406 Est. Cost $51.79 Unrealized 0.0%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $263 Shares 3,382 Est. Cost $119.35 Unrealized -26.1%
MCO MOODYS CORP 0.0%
Value ($000) $263 Shares 673 Est. Cost $211.69 Unrealized +75.9%
BX BLACKSTONE INC 0.0%
Value ($000) $259 Shares 2,005 Est. Cost $76.25 Unrealized +52.3%
IWS ISHARES TR 0.0%
Value ($000) $257 Shares 2,098 Est. Cost $114.99 Unrealized
HLNE HAMILTON LANE INC 0.0%
Value ($000) $247 Shares 2,387 Est. Cost $90.54 Unrealized +13.4%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $246 Shares 5,654 Est. Cost $37.13 Unrealized 0.0%
VFC V F CORP 0.0%
Value ($000) $244 Shares 3,326 Est. Cost $76.73 Unrealized -4.8%
MEDP MEDPACE HLDGS INC 0.0%
Value ($000) $244 Shares 1,120 Est. Cost $182.39 Unrealized +14.8%
MS MORGAN STANLEY 0.0%
Value ($000) $244 Shares 2,488 Est. Cost $73.70 Unrealized +17.7%
DEO DIAGEO PLC 0.0%
Value ($000) $243 Shares 1,103 Est. Cost $191.30 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $241 Shares 2,806 Est. Cost $72.03 Unrealized +1.6%
WAT WATERS CORP 0.0%
Value ($000) $241 Shares 648 Est. Cost $316.51 Unrealized +10.5%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $240 Shares 1,050 Est. Cost $188.33 Unrealized +12.8%
AGM/A FED AGRI MTG CORP 0.0%
Value ($000) $240 Shares 2,000 Est. Cost $16.67 Unrealized +487.0%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $239 Shares 1,949 Est. Cost $100.93 Unrealized +15.7%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $238 Shares 1,300 Est. Cost $208.64 Unrealized 0.0%
OZK BANK OZK 0.0%
Value ($000) $238 Shares 5,105 Est. Cost $35.29 Unrealized +10.8%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $232 Shares 2,611 Est. Cost $74.27 Unrealized -2.4%
POOL POOL CORP 0.0%
Value ($000) $232 Shares 410 Est. Cost $398.28 Unrealized +24.9%
NOVT NOVANTA INC 0.0%
Value ($000) $232 Shares 1,317 Est. Cost $145.41 Unrealized +14.9%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $231 Shares 2,652 Est. Cost $71.71 Unrealized +9.4%
KLAC KLA CORP 0.0%
Value ($000) $230 Shares 534 Est. Cost $369.50 Unrealized 0.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $230 Shares 1,257 Est. Cost $146.06 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $226 Shares 1,572 Est. Cost $134.42 Unrealized 0.0%
IYW ISHARES TR 0.0%
Value ($000) $224 Shares 1,952 Est. Cost $114.75 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $223 Shares 3,473 Est. Cost $52.24 Unrealized +11.8%
BCPC BALCHEM CORP 0.0%
Value ($000) $221 Shares 1,313 Est. Cost $131.79 Unrealized +18.6%
KAI KADANT INC 0.0%
Value ($000) $216 Shares 939 Est. Cost $218.28 Unrealized 0.0%
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $216 Shares 1,035 Est. Cost $150.02 Unrealized 0.0%
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $207 Shares 1,196 Est. Cost $157.79 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $206 Shares 2,269 Est. Cost $72.67 Unrealized 0.0%
ALTRA INDL MOTION CORP 0.0%
Value ($000) $205 Shares 3,966 Est. Cost $51.69 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $204 Shares 1,169 Est. Cost $129.35 Unrealized +12.6%
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $203 Shares 1,514 Est. Cost $134.08 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $202 Shares 546 Est. Cost $369.96 Unrealized
WESTAIM CORPORATION 0.0%
Value ($000) $40 Shares 20,200 Est. Cost $1.98 Unrealized
22ND CENTY GROUP INC 0.0%
Value ($000) $31 Shares 10,000 Est. Cost $0.85 Unrealized
ETBI EASTGATE BIOTECH CORP 0.0%
Value ($000) $1 Shares 288,600 Est. Cost $0.00 Unrealized +11.4%
WCUI WELLNESS CTR USA INC 0.0%
Value ($000) $0 Shares 12,500 Est. Cost $0.04 Unrealized -29.8%