ROWLANDMILLER & PARTNERS.ADV Diversified Active

CIK: 0000225816 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 15, 2025

Total Value ($000): $475,173 (100.0% shares, 0.0% debt)

Holdings (185)

PGR PROGRESSIVE CORP COM 6.7%
Value ($000) $31,944 Shares 112,871 Est. Cost $23.88 Unrealized +927.3%
AAPL APPLE INC COM 6.4%
Value ($000) $30,269 Shares 136,268 Est. Cost $137.11 Unrealized +68.3%
MSFT MICROSOFT CORP COM 4.0%
Value ($000) $19,097 Shares 50,871 Est. Cost $110.78 Unrealized +265.7%
ADP AUTOMATIC DATA PROCESSING INC COM 4.0%
Value ($000) $18,799 Shares 61,530 Est. Cost $68.80 Unrealized +329.4%
WMT WALMART INC COM 3.5%
Value ($000) $16,595 Shares 189,030 Est. Cost $44.89 Unrealized +107.0%
LLY ELI LILLY & CO COM 3.3%
Value ($000) $15,805 Shares 19,136 Est. Cost $70.44 Unrealized +1073.5%
KO COCA COLA CO COM 3.2%
Value ($000) $15,131 Shares 211,273 Est. Cost $31.04 Unrealized +109.3%
GOOG ALPHABET INC CAP STK CL C 2.8%
Value ($000) $13,334 Shares 85,350 Est. Cost $113.28 Unrealized +61.1%
MCD MCDONALDS CORP COM 2.5%
Value ($000) $12,102 Shares 38,741 Est. Cost $76.49 Unrealized +282.9%
JNJ JOHNSON & JOHNSON COM 2.4%
Value ($000) $11,530 Shares 69,525 Est. Cost $111.53 Unrealized +36.7%
HD HOME DEPOT INC COM 2.4%
Value ($000) $11,510 Shares 31,407 Est. Cost $137.26 Unrealized +177.4%
CB CHUBB LIMITED COM 2.3%
Value ($000) $10,810 Shares 35,796 Est. Cost $140.27 Unrealized +96.9%
QCOM QUALCOMM INC COM 2.2%
Value ($000) $10,478 Shares 68,211 Est. Cost $54.35 Unrealized +193.8%
XOM EXXON MOBIL CORP COM 2.1%
Value ($000) $10,005 Shares 84,125 Est. Cost $54.34 Unrealized +97.3%
ABBV ABBVIE INC COM 2.0%
Value ($000) $9,547 Shares 45,564 Est. Cost $102.58 Unrealized +84.6%
CVX CHEVRON 1.7%
Value ($000) $8,014 Shares 47,906 Est. Cost $78.24 Unrealized +92.3%
TFC TRUIST FINL CORP COM 1.7%
Value ($000) $8,011 Shares 194,678 Est. Cost $41.35 Unrealized +3.2%
VZ VERIZON COMMUNICATIONS INC COM 1.7%
Value ($000) $7,984 Shares 176,021 Est. Cost $39.20 Unrealized +1.0%
CMI CUMMINS INC COM 1.6%
Value ($000) $7,418 Shares 23,665 Est. Cost $123.38 Unrealized +180.5%
GPC GENUINE PARTS CO COM 1.4%
Value ($000) $6,557 Shares 55,038 Est. Cost $72.66 Unrealized +60.8%
CFR CULLEN FROST BANKERS INC COM 1.4%
Value ($000) $6,520 Shares 52,074 Est. Cost $56.53 Unrealized +131.1%
JPM JPMORGAN CHASE & CO. COM 1.3%
Value ($000) $6,157 Shares 25,101 Est. Cost $114.05 Unrealized +120.0%
CPRT COPART INC COM 1.3%
Value ($000) $6,157 Shares 108,794 Est. Cost $31.69 Unrealized +77.6%
AMGN AMGEN INC COM 1.2%
Value ($000) $5,480 Shares 17,588 Est. Cost $120.11 Unrealized +139.1%
UPS UNITED PARCEL SERVICE INC CL B 1.0%
Value ($000) $4,904 Shares 44,588 Est. Cost $90.81 Unrealized +24.1%
CTAS CINTAS CORP COM 1.0%
Value ($000) $4,756 Shares 23,139 Est. Cost $151.08 Unrealized +30.9%
COST COSTCO WHSL CORP NEW COM 1.0%
Value ($000) $4,743 Shares 5,015 Est. Cost $157.03 Unrealized +518.1%
PAYX PAYCHEX INC COM 1.0%
Value ($000) $4,658 Shares 30,194 Est. Cost $61.76 Unrealized +131.8%
NVDA NVIDIA CORPORATION COM 1.0%
Value ($000) $4,610 Shares 42,540 Est. Cost $93.95 Unrealized +34.9%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 1.0%
Value ($000) $4,588 Shares 16,239 Est. Cost $136.16 Unrealized +151.0%
INTC INTEL CORP COM 1.0%
Value ($000) $4,558 Shares 200,686 Est. Cost $28.20 Unrealized -22.4%
SYY SYSCO CORP COM 1.0%
Value ($000) $4,544 Shares 60,553 Est. Cost $34.13 Unrealized +108.9%
COP CONOCOPHILLIPS COM 0.9%
Value ($000) $4,344 Shares 41,365 Est. Cost $47.34 Unrealized +104.5%
WY WEYERHAEUSER CO MTN BE COM NEW 0.9%
Value ($000) $4,122 Shares 140,773 Est. Cost $20.59 Unrealized +40.2%
GILD GILEAD SCIENCES INC COM 0.8%
Value ($000) $3,807 Shares 33,976 Est. Cost $54.98 Unrealized +82.8%
MRK MERCK & CO INC COM 0.8%
Value ($000) $3,653 Shares 40,698 Est. Cost $39.93 Unrealized +125.7%
TROW PRICE T ROWE GROUP INC COM 0.7%
Value ($000) $3,510 Shares 38,201 Est. Cost $149.24 Unrealized -32.6%
WM WASTE MGMT INC DEL COM 0.7%
Value ($000) $3,441 Shares 14,863 Est. Cost $107.61 Unrealized +102.9%
DUK DUKE ENERGY CORP NEW COM NEW 0.7%
Value ($000) $3,239 Shares 26,555 Est. Cost $57.11 Unrealized +93.6%
AFL AFLAC INC COM 0.7%
Value ($000) $3,220 Shares 28,960 Est. Cost $36.23 Unrealized +187.2%
WERN WERNER ENTERPRISES INC COM 0.7%
Value ($000) $3,124 Shares 106,623 Est. Cost $30.15 Unrealized +11.4%
KMB KIMBERLY-CLARK CORP COM 0.6%
Value ($000) $3,063 Shares 21,538 Est. Cost $79.35 Unrealized +63.6%
SON SONOCO PRODS CO COM 0.6%
Value ($000) $3,026 Shares 64,066 Est. Cost $37.94 Unrealized +19.3%
SMCI SUPER MICRO COMPUTER INC COM NEW 0.6%
Value ($000) $2,928 Shares 85,525 Est. Cost $38.06 Unrealized -0.3%
PKG PACKAGING CORP AMER COM 0.6%
Value ($000) $2,818 Shares 14,231 Est. Cost $83.12 Unrealized +150.7%
EMR EMERSON ELEC CO COM 0.6%
Value ($000) $2,806 Shares 25,589 Est. Cost $63.30 Unrealized +87.7%
CSX CSX CORP COM 0.6%
Value ($000) $2,639 Shares 89,683 Est. Cost $30.02 Unrealized +4.3%
VRT VERTIV HOLDINGS CO COM CL A 0.5%
Value ($000) $2,567 Shares 35,558 Est. Cost $78.58 Unrealized +35.3%
IDCC INTERDIGITAL INC COM 0.5%
Value ($000) $2,486 Shares 12,023 Est. Cost $70.25 Unrealized +186.6%
TECH BIO-TECHNE CORP COM 0.5%
Value ($000) $2,338 Shares 39,880 Est. Cost $66.78 Unrealized +1.0%
TXN TEXAS INSTRS INC COM 0.5%
Value ($000) $2,309 Shares 12,851 Est. Cost $158.28 Unrealized +15.1%
ENVA ENOVA INTL INC COM 0.4%
Value ($000) $2,130 Shares 22,062 Est. Cost $38.00 Unrealized +170.8%
PFE PFIZER INC COM 0.4%
Value ($000) $2,037 Shares 80,394 Est. Cost $23.96 Unrealized +3.1%
PSA PUBLIC STORAGE OPER CO COM 0.4%
Value ($000) $1,998 Shares 6,676 Est. Cost $287.61 Unrealized -0.0%
SWKS SKYWORKS SOLUTIONS INC COM 0.4%
Value ($000) $1,970 Shares 30,478 Est. Cost $96.52 Unrealized -24.0%
PATTERSON COS INC COM 0.4%
Value ($000) $1,923 Shares 61,563 Est. Cost $23515.96 Unrealized
AMZN AMAZON COM INC COM 0.4%
Value ($000) $1,917 Shares 10,077 Est. Cost $132.08 Unrealized +64.3%
SNA SNAP ON INC COM 0.4%
Value ($000) $1,844 Shares 5,471 Est. Cost $188.71 Unrealized +75.8%
META META PLATFORMS INC CL A 0.4%
Value ($000) $1,815 Shares 3,149 Est. Cost $401.19 Unrealized +60.3%
BA BOEING CO COM 0.4%
Value ($000) $1,764 Shares 10,340 Est. Cost $191.16 Unrealized -9.5%
DIS DISNEY WALT CO COM 0.4%
Value ($000) $1,762 Shares 17,855 Est. Cost $132.46 Unrealized -19.8%
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $1,601 Shares 9,397 Est. Cost $73.04 Unrealized +124.5%
DISCOVER FINL SVCS COM 0.3%
Value ($000) $1,601 Shares 9,381 Est. Cost $94564.83 Unrealized
EXPD EXPEDITORS INTL WASH INC COM 0.3%
Value ($000) $1,521 Shares 12,651 Est. Cost $115.08 Unrealized -1.2%
PSX PHILLIPS 66 COM 0.3%
Value ($000) $1,517 Shares 12,283 Est. Cost $85.16 Unrealized +40.0%
LULU LULULEMON ATHLETICA INC COM 0.3%
Value ($000) $1,463 Shares 5,169 Est. Cost $314.79 Unrealized +16.5%
SBUX STARBUCKS CORP COM 0.3%
Value ($000) $1,452 Shares 14,804 Est. Cost $92.75 Unrealized +8.9%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $1,445 Shares 20,381 Est. Cost $68.49 Unrealized +0.2%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $1,438 Shares 2,700 Est. Cost $222.00 Unrealized +119.0%
MDT MEDTRONIC PLC SHS 0.3%
Value ($000) $1,423 Shares 15,836 Est. Cost $85.06 Unrealized +2.8%
DVN DEVON ENERGY CORP NEW COM 0.3%
Value ($000) $1,303 Shares 34,841 Est. Cost $40.51 Unrealized -14.6%
ISRG INTUITIVE SURGICAL INC COM NEW 0.3%
Value ($000) $1,274 Shares 2,572 Est. Cost $314.15 Unrealized +76.0%
WEC WEC ENERGY GROUP INC COM 0.2%
Value ($000) $1,154 Shares 10,591 Est. Cost $77.08 Unrealized +28.7%
SO SOUTHERN CO COM 0.2%
Value ($000) $1,151 Shares 12,519 Est. Cost $46.30 Unrealized +81.7%
PNR PENTAIR PLC SHS 0.2%
Value ($000) $1,130 Shares 12,920 Est. Cost $40.62 Unrealized +132.7%
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $1,088 Shares 4,388 Est. Cost $84.80 Unrealized +195.6%
RNR RENAISSANCERE HLDGS LTD COM 0.2%
Value ($000) $1,086 Shares 4,525 Est. Cost $187.16 Unrealized +29.3%
TGT TARGET CORP COM 0.2%
Value ($000) $1,044 Shares 10,001 Est. Cost $110.89 Unrealized +8.4%
TFX TELEFLEX INCORPORATED COM 0.2%
Value ($000) $1,029 Shares 7,449 Est. Cost $127.46 Unrealized +25.8%
DLR DIGITAL RLTY TR INC COM 0.2%
Value ($000) $1,019 Shares 7,110 Est. Cost $127.72 Unrealized +23.7%
BF/B BROWN FORMAN CORP CL B 0.2%
Value ($000) $1,001 Shares 29,479 Est. Cost $49.57 Unrealized -33.9%
ROST ROSS STORES INC COM 0.2%
Value ($000) $964 Shares 7,546 Est. Cost $68.19 Unrealized +103.1%
GE GE AEROSPACE COM NEW 0.2%
Value ($000) $935 Shares 4,670 Est. Cost $61.56 Unrealized +218.0%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $903 Shares 3,284 Est. Cost $110907.09 Unrealized
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $885 Shares 4,180 Est. Cost $79.20 Unrealized +150.5%
ORCL ORACLE CORP COM 0.2%
Value ($000) $865 Shares 6,190 Est. Cost $125.14 Unrealized +29.1%
WU WESTERN UN CO COM 0.2%
Value ($000) $853 Shares 80,621 Est. Cost $19221.01 Unrealized
GNTX GENTEX CORP COM 0.2%
Value ($000) $812 Shares 34,837 Est. Cost $34.62 Unrealized -26.1%
BLK BLACKROCK INC COM 0.2%
Value ($000) $810 Shares 856 Est. Cost $961.85 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value ($000) $767 Shares 3,083 Est. Cost $135.51 Unrealized +76.7%
NFLX NETFLIX INC COM 0.2%
Value ($000) $747 Shares 801 Est. Cost $26.46 Unrealized +259.5%
CHD CHURCH & DWIGHT CO INC COM 0.2%
Value ($000) $714 Shares 6,488 Est. Cost $45.68 Unrealized +131.7%
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $602 Shares 5,447 Est. Cost $54.29 Unrealized +75.4%
VTSAX VANGUARD TOTAL STOCK MKT IDX ADM 0.1%
Value ($000) $583 Shares 4,360 Est. Cost $66903.19 Unrealized
FAST FASTENAL CO COM 0.1%
Value ($000) $560 Shares 7,227 Est. Cost $26.47 Unrealized +39.2%
SJM SMUCKER J M CO COM NEW 0.1%
Value ($000) $551 Shares 4,653 Est. Cost $89.26 Unrealized +16.9%
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $547 Shares 977 Est. Cost $283724.40 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $541 Shares 1,459 Est. Cost $160570.86 Unrealized
WTRG ESSENTIAL UTILS INC COM 0.1%
Value ($000) $538 Shares 13,617 Est. Cost $48.23 Unrealized -23.9%
FCPGX FIDELITY SMALL CAP GROWTH 0.1%
Value ($000) $537 Shares 18,026 Est. Cost $28448.54 Unrealized
HRL HORMEL FOODS CORP COM 0.1%
Value ($000) $506 Shares 16,353 Est. Cost $31.42 Unrealized -8.5%
ULTA ULTA BEAUTY INC COM 0.1%
Value ($000) $504 Shares 1,375 Est. Cost $406.94 Unrealized -6.3%
D DOMINION ENERGY INC COM 0.1%
Value ($000) $494 Shares 8,810 Est. Cost $59.45 Unrealized -11.3%
MAS MASCO CORP COM 0.1%
Value ($000) $481 Shares 6,923 Est. Cost $21.99 Unrealized +234.6%
MKC MCCORMICK & CO INC COM NON VTG 0.1%
Value ($000) $471 Shares 5,719 Est. Cost $67.73 Unrealized +12.8%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.1%
Value ($000) $464 Shares 9,250 Est. Cost $61.35 Unrealized -11.4%
FICO FAIR ISAAC CORP COM 0.1%
Value ($000) $461 Shares 250 Est. Cost $465.09 Unrealized +298.2%
EG EVEREST GROUP LTD COM 0.1%
Value ($000) $460 Shares 1,265 Est. Cost $228.76 Unrealized +52.9%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $452 Shares 1,533 Est. Cost $117.55 Unrealized +155.5%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $439 Shares 1,258 Est. Cost $276.85 Unrealized +25.7%
BMO BANK MONTREAL QUE COM 0.1%
Value ($000) $428 Shares 4,476 Est. Cost $52.79 Unrealized +82.6%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $424 Shares 2,578 Est. Cost $192.38 Unrealized -14.5%
MLI MUELLER INDS INC COM 0.1%
Value ($000) $409 Shares 5,375 Est. Cost $57.82 Unrealized +36.6%
AYI ACUITY INC COM 0.1%
Value ($000) $409 Shares 1,553 Est. Cost $133.39 Unrealized +126.1%
T AT&T INC COM 0.1%
Value ($000) $389 Shares 13,768 Est. Cost $19.24 Unrealized +26.6%
SWYMX SCHWAB TARGET 2050 INDEX 0.1%
Value ($000) $389 Shares 21,035 Est. Cost $15.82 Unrealized
HDPSX HODGES SMALL CAP RETAIL 0.1%
Value ($000) $389 Shares 21,105 Est. Cost $19.63 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $359 Shares 3,832 Est. Cost $54009.92 Unrealized
RF REGIONS FINANCIAL CORP NEW COM 0.1%
Value ($000) $355 Shares 16,326 Est. Cost $6.91 Unrealized +224.1%
GEV GE VERNOVA INC COM 0.1%
Value ($000) $354 Shares 1,160 Est. Cost $158.10 Unrealized +120.2%
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.1%
Value ($000) $347 Shares 6,748 Est. Cost $47519.86 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $334 Shares 3,562 Est. Cost $53.31 Unrealized +64.8%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $333 Shares 2,155 Est. Cost $112.64 Unrealized +60.4%
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $330 Shares 4,358 Est. Cost $49235.54 Unrealized
MPC MARATHON PETE CORP COM 0.1%
Value ($000) $324 Shares 2,222 Est. Cost $35.20 Unrealized +312.4%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $317 Shares 1,833 Est. Cost $90385.23 Unrealized
FSPSX FIDELITY INTERNATIONAL INDEX 0.1%
Value ($000) $316 Shares 6,152 Est. Cost $39858.49 Unrealized
FDS FACTSET RESH SYS INC COM 0.1%
Value ($000) $305 Shares 670 Est. Cost $199.15 Unrealized +126.2%
PEP PEPSICO INC COM 0.1%
Value ($000) $302 Shares 2,015 Est. Cost $110.73 Unrealized +29.6%
ABT ABBOTT LABS COM 0.1%
Value ($000) $281 Shares 2,116 Est. Cost $67.43 Unrealized +86.1%
NUE NUCOR CORP COM 0.1%
Value ($000) $269 Shares 2,238 Est. Cost $118.11 Unrealized +7.3%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $250 Shares 4,639 Est. Cost $30008.90 Unrealized
CF CF INDS HLDGS INC COM 0.1%
Value ($000) $250 Shares 3,195 Est. Cost $76.06 Unrealized +8.0%
RTX RTX CORPORATION COM 0.1%
Value ($000) $238 Shares 1,797 Est. Cost $68.28 Unrealized +82.7%
METLIFE INC PFD A FLT RATE 0.1%
Value ($000) $238 Shares 10,000 Est. Cost $24056.03 Unrealized
FFIV F5 INC COM 0.0%
Value ($000) $237 Shares 890 Est. Cost $159.54 Unrealized +75.3%
V VISA INC COM CL A 0.0%
Value ($000) $233 Shares 664 Est. Cost $168.40 Unrealized +99.7%
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.0%
Value ($000) $228 Shares 5,537 Est. Cost $31599.97 Unrealized
SWPPX SCHWAB S&P 500 INDEX 0.0%
Value ($000) $208 Shares 2,410 Est. Cost $57248.65 Unrealized
DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 0.0%
Value ($000) $204 Shares 3,370 Est. Cost $51700.00 Unrealized
BNL BROADSTONE NET LEASE INC COM 0.0%
Value ($000) $203 Shares 11,904 Est. Cost $17.01 Unrealized
GPGI COMPOSECURE INC COM CL A 0.0%
Value ($000) $196 Shares 18,025 Est. Cost $10.09 Unrealized +21.6%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $196 Shares 2,170 Est. Cost $200.00 Unrealized -47.0%
GLW CORNING INC COM 0.0%
Value ($000) $190 Shares 4,160 Est. Cost $30.87 Unrealized +57.3%
RPM RPM INTL INC COM 0.0%
Value ($000) $188 Shares 1,627 Est. Cost $88.24 Unrealized +37.8%
CBSH COMMERCE BANCSHARES INC COM 0.0%
Value ($000) $188 Shares 3,022 Est. Cost $35.69 Unrealized +67.8%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $180 Shares 2,924 Est. Cost $49.34 Unrealized +21.8%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $176 Shares 2,932 Est. Cost $46.48 Unrealized +9.8%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $171 Shares 382 Est. Cost $369.68 Unrealized +21.3%
AMCOR PLC ORD 0.0%
Value ($000) $168 Shares 17,286 Est. Cost $8.89 Unrealized +8.5%
BIO BIO RAD LABS INC CL A 0.0%
Value ($000) $163 Shares 668 Est. Cost $642.78 Unrealized -53.2%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $160 Shares 676 Est. Cost $206.67 Unrealized +15.8%
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $158 Shares 5,063 Est. Cost $19.21 Unrealized +57.3%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $153 Shares 260 Est. Cost $516.89 Unrealized +7.9%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $152 Shares 3,000 Est. Cost $46.18 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $148 Shares 270 Est. Cost $369.85 Unrealized +46.5%
FISV FISERV INC COM 0.0%
Value ($000) $144 Shares 654 Est. Cost $204.14 Unrealized +7.2%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $142 Shares 431 Est. Cost $213.76 Unrealized +64.6%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $141 Shares 1,678 Est. Cost $55.73 Unrealized +48.1%
TSLA TESLA INC COM 0.0%
Value ($000) $140 Shares 540 Est. Cost $324.77 Unrealized +2.6%
NORDSTROM INC COM 0.0%
Value ($000) $137 Shares 5,600 Est. Cost $18.45 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $137 Shares 2,215 Est. Cost $52439.49 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $136 Shares 1,243 Est. Cost $93.11 Unrealized +5.7%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $131 Shares 264 Est. Cost $607.16 Unrealized -11.1%
QQQ INVESCO QQQ TRUST SERIES I 0.0%
Value ($000) $128 Shares 273 Est. Cost $468.92 Unrealized
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $128 Shares 3,879 Est. Cost $27.15 Unrealized
VFIAX VANGUARD 500 INDEX ADMIRAL 0.0%
Value ($000) $126 Shares 243 Est. Cost $517.95 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $126 Shares 240 Est. Cost $434.99 Unrealized +14.8%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $125 Shares 1,219 Est. Cost $90.36 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value ($000) $124 Shares 897 Est. Cost $115.05 Unrealized +7.5%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $123 Shares 238 Est. Cost $325068.38 Unrealized
RY ROYAL BK CDA COM 0.0%
Value ($000) $117 Shares 1,042 Est. Cost $88.10 Unrealized +33.7%
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $117 Shares 2,180 Est. Cost $53.52 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $115 Shares 685 Est. Cost $192.12 Unrealized +9.2%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $114 Shares 3,323 Est. Cost $52.11 Unrealized -38.2%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $113 Shares 2,551 Est. Cost $35.52 Unrealized +16.5%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $112 Shares 1,435 Est. Cost $77.67 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $112 Shares 2,025 Est. Cost $52.49 Unrealized +2.7%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $110 Shares 9,826 Est. Cost $11.17 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $108 Shares 845 Est. Cost $125.12 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $108 Shares 210 Est. Cost $470.02 Unrealized 0.0%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $105 Shares 716 Est. Cost $141.19 Unrealized +4.8%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $105 Shares 1,295 Est. Cost $69.79 Unrealized +23.0%
DE DEERE & CO COM 0.0%
Value ($000) $103 Shares 219 Est. Cost $461.52 Unrealized 0.0%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $100 Shares 165 Est. Cost $560.34 Unrealized +15.7%