1ST SOURCE BANK Diversified Active

CIK: 0000356264 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: Apr 29, 2020

Total Value ($000): $994,164 (100.0% shares, 0.0% debt)

Holdings (217)

SRCE 1ST SOURCE CORP 23.5%
Value ($000) $233,896 Shares 7,212,336 Est. Cost $24.41 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ET 10.5%
Value ($000) $104,194 Shares 691,629 Est. Cost $105.11 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 5.3%
Value ($000) $53,051 Shares 534,894 Est. Cost $105.59 Unrealized
SDY SPDR S&P DIVIDEND ETF 5.2%
Value ($000) $51,863 Shares 649,425 Est. Cost $84.51 Unrealized
SPY SPDR S&P 500 ETF TRUST 3.5%
Value ($000) $34,715 Shares 134,685 Est. Cost $199.49 Unrealized
MSFT MICROSOFT CORP 2.2%
Value ($000) $21,657 Shares 137,322 Est. Cost $27.19 Unrealized +475.0%
EFA ISHARES MSCI EAFE ETF 1.9%
Value ($000) $19,329 Shares 361,546 Est. Cost $61.47 Unrealized
IWM ISHARES RUSSELL 2000 ETF 1.8%
Value ($000) $17,839 Shares 155,860 Est. Cost $126.01 Unrealized
VEA VANGUARD MSCI EAFE ETF 1.8%
Value ($000) $17,488 Shares 524,533 Est. Cost $34.89 Unrealized
HON HONEYWELL INTERNATIONAL INC 1.7%
Value ($000) $17,045 Shares 127,402 Est. Cost $67.67 Unrealized +101.8%
AAPL APPLE INC 1.7%
Value ($000) $16,977 Shares 66,765 Est. Cost $19.32 Unrealized +267.8%
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $13,428 Shares 102,405 Est. Cost $59.82 Unrealized +100.8%
VWO VANGUARD MSCI EMERGING MARKETS 1.3%
Value ($000) $13,087 Shares 390,090 Est. Cost $40.46 Unrealized
EEM ISHARES MSCI EMERGING MKT ETF 1.3%
Value ($000) $12,783 Shares 374,529 Est. Cost $37.48 Unrealized
AMZN AMAZON.COM INC 1.0%
Value ($000) $9,970 Shares 5,114 Est. Cost $42.18 Unrealized +129.5%
PEP PEPSICO INC 1.0%
Value ($000) $9,744 Shares 81,128 Est. Cost $56.85 Unrealized +98.3%
MRK MERCK & CO INC 0.9%
Value ($000) $8,991 Shares 116,853 Est. Cost $30.89 Unrealized +110.7%
JPM JP MORGAN CHASE & CO 0.9%
Value ($000) $8,777 Shares 97,498 Est. Cost $37.26 Unrealized +178.1%
IJH ISHARES CORE S&P MID-CAP ETF 0.9%
Value ($000) $8,588 Shares 59,696 Est. Cost $166.72 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.8%
Value ($000) $8,196 Shares 31,177 Est. Cost $265.17 Unrealized
INTC INTEL CORP 0.8%
Value ($000) $7,787 Shares 143,883 Est. Cost $17.47 Unrealized +199.6%
PG PROCTER & GAMBLE CO 0.8%
Value ($000) $7,763 Shares 70,571 Est. Cost $55.40 Unrealized +87.4%
LLY LILLY ELI & CO 0.8%
Value ($000) $7,574 Shares 54,598 Est. Cost $57.54 Unrealized +122.8%
GOOGL ALPHABET INC CL A 0.8%
Value ($000) $7,535 Shares 6,485 Est. Cost $37.30 Unrealized +80.3%
DIS DISNEY WALT CO NEW 0.7%
Value ($000) $7,398 Shares 76,590 Est. Cost $58.21 Unrealized +112.2%
HD HOME DEPOT INC 0.7%
Value ($000) $7,306 Shares 39,130 Est. Cost $56.08 Unrealized +239.0%
MCD MCDONALDS CORP 0.7%
Value ($000) $7,300 Shares 44,151 Est. Cost $72.29 Unrealized +137.7%
VZ VERIZON COMMUNICATIONS 0.7%
Value ($000) $6,517 Shares 121,287 Est. Cost $28.60 Unrealized +43.4%
NSC NORFOLK SOUTHERN CORP 0.6%
Value ($000) $6,287 Shares 43,066 Est. Cost $58.66 Unrealized +178.9%
TMO THERMO FISHER SCIENTIFIC INC 0.6%
Value ($000) $5,958 Shares 21,009 Est. Cost $88.60 Unrealized +250.5%
DHR DANAHER CORP 0.6%
Value ($000) $5,653 Shares 40,843 Est. Cost $33.70 Unrealized +289.6%
ADP AUTOMATIC DATA PROCESSING INC 0.6%
Value ($000) $5,488 Shares 40,153 Est. Cost $46.01 Unrealized +208.5%
META FACEBOOK INC-A 0.5%
Value ($000) $5,279 Shares 31,644 Est. Cost $119.20 Unrealized +63.1%
MMM 3M CO 0.5%
Value ($000) $5,071 Shares 37,150 Est. Cost $62.77 Unrealized +68.8%
CSCO CISCO SYSTEMS INC 0.5%
Value ($000) $5,015 Shares 127,578 Est. Cost $16.23 Unrealized +126.0%
PFE PFIZER INC 0.5%
Value ($000) $4,974 Shares 152,370 Est. Cost $17.75 Unrealized +45.5%
GOOG ALPHABET INC CL C 0.5%
Value ($000) $4,619 Shares 3,972 Est. Cost $35.61 Unrealized +89.1%
AGG ISHARES CORE U.S. AGGREGATE BO 0.5%
Value ($000) $4,611 Shares 39,967 Est. Cost $110.18 Unrealized
T AT&T INC 0.4%
Value ($000) $4,422 Shares 151,719 Est. Cost $12.09 Unrealized +50.2%
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $4,397 Shares 51,362 Est. Cost $60.91 Unrealized +76.7%
CVX CHEVRON CORPORATION 0.4%
Value ($000) $4,397 Shares 60,675 Est. Cost $71.42 Unrealized +6.4%
FVD FIRST TRUST VALUE LINE DVD 0.4%
Value ($000) $4,259 Shares 153,843 Est. Cost $30.38 Unrealized
IBM INTL. BUSINESS MACHINES CORP 0.4%
Value ($000) $4,238 Shares 38,199 Est. Cost $117.50 Unrealized -16.4%
ALL ALLSTATE CORP 0.4%
Value ($000) $3,984 Shares 43,437 Est. Cost $37.45 Unrealized +151.7%
AWK AMERICAN WATER WORKS CO INC 0.4%
Value ($000) $3,875 Shares 32,414 Est. Cost $38.28 Unrealized +201.6%
NKE NIKE INC-CLASS B 0.4%
Value ($000) $3,499 Shares 42,278 Est. Cost $50.30 Unrealized +70.8%
ABT ABBOTT LABS 0.3%
Value ($000) $3,429 Shares 43,452 Est. Cost $33.11 Unrealized +127.5%
PYPL PAYPAL HOLDINGS INC 0.3%
Value ($000) $3,423 Shares 35,753 Est. Cost $37.92 Unrealized +190.5%
MA MASTERCARD INC CL A 0.3%
Value ($000) $3,416 Shares 14,141 Est. Cost $107.59 Unrealized +167.5%
QCOM QUALCOMM INC 0.3%
Value ($000) $3,318 Shares 49,041 Est. Cost $45.81 Unrealized +57.0%
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $3,268 Shares 58,622 Est. Cost $33.67 Unrealized +44.3%
LKFN LAKELAND FINL CORP 0.3%
Value ($000) $3,186 Shares 86,709 Est. Cost $18.90 Unrealized +94.5%
COST COSTCO WHOLESALE CORP 0.3%
Value ($000) $3,162 Shares 11,090 Est. Cost $160.36 Unrealized +73.2%
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.3%
Value ($000) $3,101 Shares 16,960 Est. Cost $130.86 Unrealized +62.4%
ORCL ORACLE CORPORATION 0.3%
Value ($000) $3,086 Shares 63,849 Est. Cost $27.58 Unrealized +72.2%
XOM EXXONMOBIL CORP 0.3%
Value ($000) $2,977 Shares 78,405 Est. Cost $54.19 Unrealized -22.3%
V VISA INC CL A 0.3%
Value ($000) $2,864 Shares 17,774 Est. Cost $103.93 Unrealized +73.8%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $2,813 Shares 22,000 Est. Cost $63.06 Unrealized +77.8%
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $2,653 Shares 20,052 Est. Cost $115.32 Unrealized +25.7%
MDT MEDTRONIC PLC 0.3%
Value ($000) $2,647 Shares 29,347 Est. Cost $60.20 Unrealized +49.8%
APD AIR PRODUCTS & CHEMICALS INC 0.3%
Value ($000) $2,609 Shares 13,071 Est. Cost $62.01 Unrealized +217.8%
WMT WALMART INC 0.2%
Value ($000) $2,478 Shares 21,806 Est. Cost $24.20 Unrealized +46.2%
AEP AMERICAN ELEC PWR INC 0.2%
Value ($000) $2,428 Shares 30,357 Est. Cost $32.58 Unrealized +134.9%
EL LAUDER ESTEE COS CL-A 0.2%
Value ($000) $2,361 Shares 14,815 Est. Cost $85.36 Unrealized +109.1%
TJX TJX COS INC 0.2%
Value ($000) $2,332 Shares 48,789 Est. Cost $37.64 Unrealized +41.7%
ACTIVISION BLIZZARD, INC 0.2%
Value ($000) $2,277 Shares 38,282 Est. Cost $54.42 Unrealized
PATK PATRICK INDS INC 0.2%
Value ($000) $2,274 Shares 80,764 Est. Cost $29.70 Unrealized -4.4%
GVI ISHARES INTERMEDIATE GOV/CR ET 0.2%
Value ($000) $2,214 Shares 19,299 Est. Cost $110.54 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $2,208 Shares 33,586 Est. Cost $42.27 Unrealized +68.0%
IBB ISHARES NASDAQ BIOTECH ETF 0.2%
Value ($000) $2,120 Shares 19,679 Est. Cost $157.64 Unrealized
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $2,111 Shares 21,242 Est. Cost $65.65 Unrealized +67.0%
MCHP MICROCHIP TECHNOLOGY INC 0.2%
Value ($000) $2,090 Shares 30,832 Est. Cost $28.30 Unrealized +48.4%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $1,996 Shares 5,888 Est. Cost $334.02 Unrealized +0.3%
BAC BANK OF AMERICA CORP 0.2%
Value ($000) $1,989 Shares 93,712 Est. Cost $17.83 Unrealized +45.3%
FTV FORTIVE CORP 0.2%
Value ($000) $1,959 Shares 35,493 Est. Cost $31.51 Unrealized +35.3%
NVDA NVIDIA CORP 0.2%
Value ($000) $1,899 Shares 7,203 Est. Cost $4.69 Unrealized +34.1%
BA BOEING CO 0.2%
Value ($000) $1,839 Shares 12,326 Est. Cost $170.06 Unrealized +60.4%
WM WASTE MANAGEMENT INC 0.2%
Value ($000) $1,838 Shares 19,854 Est. Cost $33.07 Unrealized +215.0%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $1,823 Shares 3,681 Est. Cost $163.87 Unrealized +11.8%
CAT CATERPILLAR INC 0.2%
Value ($000) $1,781 Shares 15,349 Est. Cost $70.43 Unrealized +61.0%
UNITED TECHNOLOGIES CORP 0.2%
Value ($000) $1,675 Shares 17,758 Est. Cost $97.93 Unrealized
PUTNAM MUNI OPPORTUNITIES TR 0.2%
Value ($000) $1,643 Shares 137,685 Est. Cost $11.30 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $1,601 Shares 21,017 Est. Cost $35.69 Unrealized +88.3%
USB US BANCORP NEW 0.2%
Value ($000) $1,591 Shares 46,179 Est. Cost $22.50 Unrealized +65.5%
FBT FIRST TRUST NYSE ARCA BIOTEC 0.2%
Value ($000) $1,525 Shares 11,634 Est. Cost $138.97 Unrealized
WFC WELLS FARGO & CO 0.2%
Value ($000) $1,522 Shares 53,031 Est. Cost $33.74 Unrealized +8.6%
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $1,453 Shares 14,378 Est. Cost $104.29 Unrealized +19.7%
YUM YUM! BRANDS INC 0.1%
Value ($000) $1,441 Shares 21,032 Est. Cost $46.52 Unrealized +79.6%
HYG ISHARES IBOXX USD HIGH YIELD 0.1%
Value ($000) $1,408 Shares 18,268 Est. Cost $90.28 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $1,386 Shares 5,758 Est. Cost $17.54 Unrealized +209.6%
ELAN ELANCO ANIMAL HEALTH INC 0.1%
Value ($000) $1,346 Shares 60,125 Est. Cost $27.21 Unrealized +0.6%
MET METLIFE INC 0.1%
Value ($000) $1,325 Shares 43,339 Est. Cost $26.98 Unrealized +35.1%
CMCSA COMCAST CORP-CL A 0.1%
Value ($000) $1,290 Shares 37,519 Est. Cost $29.52 Unrealized +22.1%
SCHW CHARLES SCHWAB CORP 0.1%
Value ($000) $1,263 Shares 37,572 Est. Cost $34.63 Unrealized +11.7%
SYY SYSCO CORP 0.1%
Value ($000) $1,253 Shares 27,460 Est. Cost $24.40 Unrealized +141.1%
DE DEERE & CO 0.1%
Value ($000) $1,192 Shares 8,625 Est. Cost $69.22 Unrealized +110.5%
BP BP PLC SPONS ADR 0.1%
Value ($000) $1,166 Shares 47,779 Est. Cost $35.17 Unrealized
XLRE REAL ESTATE SELECT SECT SPDR 0.1%
Value ($000) $1,149 Shares 37,081 Est. Cost $36.91 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $1,120 Shares 8,281 Est. Cost $115.02 Unrealized +17.1%
LOW LOWES COS INC 0.1%
Value ($000) $1,084 Shares 12,592 Est. Cost $52.16 Unrealized +88.4%
QQQ INVESCO QQQ TRUST SERIES 1 0.1%
Value ($000) $1,019 Shares 5,347 Est. Cost $171.63 Unrealized
GENERAL ELECTRIC CORP 0.1%
Value ($000) $987 Shares 124,397 Est. Cost $22.92 Unrealized
BAX BAXTER INTL INC 0.1%
Value ($000) $986 Shares 12,141 Est. Cost $31.28 Unrealized +145.3%
XLU UTILITIES SELECT SECTOR SPDR 0.1%
Value ($000) $979 Shares 17,669 Est. Cost $45.26 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $956 Shares 16,117 Est. Cost $53.64 Unrealized +3.1%
AVGO BROADCOM INC 0.1%
Value ($000) $956 Shares 4,031 Est. Cost $19.73 Unrealized +23.1%
PANW PALO ALTO NETWORKS 0.1%
Value ($000) $942 Shares 5,748 Est. Cost $35.78 Unrealized -2.4%
ENB ENBRIDGE INCORPORATED 0.1%
Value ($000) $936 Shares 32,169 Est. Cost $24.73 Unrealized +1.1%
CERNER CORP 0.1%
Value ($000) $931 Shares 14,792 Est. Cost $75.30 Unrealized
DUK DUKE ENERGY CORP 0.1%
Value ($000) $931 Shares 11,509 Est. Cost $50.09 Unrealized +45.1%
KO COCA COLA CO 0.1%
Value ($000) $924 Shares 20,875 Est. Cost $29.01 Unrealized +55.1%
LQD ISHARES IBOXX INV GRD CORP BON 0.1%
Value ($000) $840 Shares 6,805 Est. Cost $116.02 Unrealized
HBNC HORIZON BANCORP INC/IN 0.1%
Value ($000) $840 Shares 85,210 Est. Cost $15.00 Unrealized +2.1%
C CITIGROUP INC 0.1%
Value ($000) $837 Shares 19,885 Est. Cost $41.56 Unrealized +30.4%
UPS UNITED PARCEL SERVICE CL B 0.1%
Value ($000) $834 Shares 8,926 Est. Cost $72.58 Unrealized +12.8%
MAS MASCO CORP 0.1%
Value ($000) $826 Shares 23,894 Est. Cost $25.66 Unrealized +54.1%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $820 Shares 24,050 Est. Cost $27.24 Unrealized -33.4%
DOW DOW INC 0.1%
Value ($000) $788 Shares 26,969 Est. Cost $36.37 Unrealized -15.9%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $771 Shares 4,087 Est. Cost $25.77 Unrealized +179.9%
GIS GENERAL MLS INC 0.1%
Value ($000) $729 Shares 13,817 Est. Cost $32.28 Unrealized +34.2%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $717 Shares 16,620 Est. Cost $76.59 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $717 Shares 1,096 Est. Cost $15.81 Unrealized 0.0%
TGT TARGET CORP 0.1%
Value ($000) $691 Shares 7,440 Est. Cost $58.08 Unrealized +63.5%
NI NISOURCE INC 0.1%
Value ($000) $689 Shares 27,621 Est. Cost $8.98 Unrealized +152.3%
D DOMINION ENERGY INC 0.1%
Value ($000) $689 Shares 9,542 Est. Cost $44.50 Unrealized +41.8%
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $685 Shares 7,633 Est. Cost $73.96 Unrealized +66.9%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $674 Shares 2,610 Est. Cost $225.13 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $667 Shares 5,668 Est. Cost $40.64 Unrealized +208.4%
ONB OLD NATL BANCORP 0.1%
Value ($000) $666 Shares 50,514 Est. Cost $15.45 Unrealized +8.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $664 Shares 21,563 Est. Cost $42.28 Unrealized -3.1%
EMR EMERSON ELEC CO 0.1%
Value ($000) $660 Shares 13,842 Est. Cost $43.10 Unrealized +34.0%
NVS NOVARTIS AG SPONS ADR 0.1%
Value ($000) $647 Shares 7,857 Est. Cost $86.80 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $632 Shares 3,117 Est. Cost $98.86 Unrealized +84.3%
CRM SALESFORCE.COM 0.1%
Value ($000) $616 Shares 4,279 Est. Cost $95.35 Unrealized +77.7%
YUMC YUM CHINA HOLDINGS INC 0.1%
Value ($000) $613 Shares 14,392 Est. Cost $26.68 Unrealized +67.1%
UNP UNION PAC CORP 0.1%
Value ($000) $608 Shares 4,309 Est. Cost $86.55 Unrealized +67.5%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $603 Shares 3,995 Est. Cost $94.07 Unrealized +77.8%
GLAXO SMITHKLINE SPONS ADR 0.1%
Value ($000) $575 Shares 15,183 Est. Cost $40.05 Unrealized
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $563 Shares 11,735 Est. Cost $34.69 Unrealized +27.6%
THFF FIRST FINANCIAL CORP INDIANA 0.1%
Value ($000) $553 Shares 16,396 Est. Cost $20.42 Unrealized +62.9%
CTVA CORTEVA INC 0.1%
Value ($000) $547 Shares 23,292 Est. Cost $25.04 Unrealized +2.1%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.1%
Value ($000) $541 Shares 11,651 Est. Cost $40.69 Unrealized +33.9%
PM PHILIP MORRIS INTERNATIONAL 0.1%
Value ($000) $523 Shares 7,168 Est. Cost $55.86 Unrealized +8.7%
ELV ANTHEM INC 0.0%
Value ($000) $494 Shares 2,173 Est. Cost $136.80 Unrealized +83.8%
LHX L3 HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $483 Shares 2,683 Est. Cost $180.49 Unrealized +0.8%
IWP ISHARES RUSSELL MIDCAP GRWTH E 0.0%
Value ($000) $478 Shares 3,930 Est. Cost $88.81 Unrealized
RAYTHEON COMPANY 0.0%
Value ($000) $472 Shares 3,598 Est. Cost $178.92 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $465 Shares 1,480 Est. Cost $158.42 Unrealized +102.0%
NUE NUCOR CORP 0.0%
Value ($000) $455 Shares 12,630 Est. Cost $32.73 Unrealized +20.8%
WY WEYERHAEUSER CO REIT 0.0%
Value ($000) $452 Shares 26,650 Est. Cost $18.42 Unrealized +14.9%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $450 Shares 1,805 Est. Cost $135.59 Unrealized +84.2%
SYK STRYKER CORPORATION 0.0%
Value ($000) $445 Shares 2,671 Est. Cost $165.44 Unrealized +10.8%
EBAY EBAY INC 0.0%
Value ($000) $445 Shares 14,792 Est. Cost $20.58 Unrealized +53.2%
CBT CABOT CORP 0.0%
Value ($000) $439 Shares 16,816 Est. Cost $27.93 Unrealized +18.4%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $435 Shares 1,839 Est. Cost $196.68 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $435 Shares 12,782 Est. Cost $17.73 Unrealized +120.8%
MO ALTRIA GROUP INC 0.0%
Value ($000) $407 Shares 10,517 Est. Cost $20.82 Unrealized +32.4%
CABOT MICROELECTRONICS CORP 0.0%
Value ($000) $384 Shares 3,365 Est. Cost $63.30 Unrealized
KEY KEYCORP 0.0%
Value ($000) $384 Shares 37,052 Est. Cost $12.25 Unrealized +1.6%
PSX PHILLIPS 66 0.0%
Value ($000) $372 Shares 6,941 Est. Cost $50.70 Unrealized +25.8%
GLD SPDR GOLD TRUST 0.0%
Value ($000) $371 Shares 2,504 Est. Cost $127.04 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $365 Shares 4,139 Est. Cost $37.60 Unrealized +111.4%
FISV FISERV INC 0.0%
Value ($000) $365 Shares 3,840 Est. Cost $58.64 Unrealized +89.4%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $352 Shares 4,783 Est. Cost $91.46 Unrealized -6.9%
INTU INTUIT INC 0.0%
Value ($000) $349 Shares 1,519 Est. Cost $126.99 Unrealized +105.4%
CME CME GROUP INC. 0.0%
Value ($000) $344 Shares 1,991 Est. Cost $58.11 Unrealized +174.7%
AMT AMERICAN TOWER CORP REIT 0.0%
Value ($000) $341 Shares 1,566 Est. Cost $156.74 Unrealized +25.8%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $335 Shares 2,355 Est. Cost $120.05 Unrealized +22.9%
TLT ISHARES 20 PLUS YEAR TREASURY BOND 0.0%
Value ($000) $334 Shares 2,022 Est. Cost $135.50 Unrealized
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $327 Shares 2,828 Est. Cost $131.76 Unrealized
CI CIGNA CORP 0.0%
Value ($000) $322 Shares 1,817 Est. Cost $190.77 Unrealized -7.0%
CLX CLOROX COMPANY 0.0%
Value ($000) $313 Shares 1,808 Est. Cost $84.44 Unrealized +64.2%
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $308 Shares 3,685 Est. Cost $88.22 Unrealized +12.2%
WPC WP CAREY INC REIT 0.0%
Value ($000) $290 Shares 5,000 Est. Cost $58.00 Unrealized
NOC NORTHROP GRUMMAN CORPORATION 0.0%
Value ($000) $289 Shares 954 Est. Cost $173.04 Unrealized +82.3%
GLW CORNING INC 0.0%
Value ($000) $283 Shares 13,798 Est. Cost $12.15 Unrealized +81.8%
GWW GRAINGER W W INC 0.0%
Value ($000) $280 Shares 1,125 Est. Cost $189.50 Unrealized +45.4%
BRK/A BERKSHIRE HATHAWAY INC CLASS A 0.0%
Value ($000) $272 Shares 1 Est. Cost $199512.94 Unrealized +59.8%
ADBE ADOBE INC 0.0%
Value ($000) $272 Shares 854 Est. Cost $107.80 Unrealized +217.3%
CSX CSX CORP 0.0%
Value ($000) $266 Shares 4,650 Est. Cost $13.61 Unrealized +58.5%
IWS ISHARES RUSSELL MIDCAP VALUE E 0.0%
Value ($000) $263 Shares 4,097 Est. Cost $64.09 Unrealized
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $260 Shares 2,602 Est. Cost $88.07 Unrealized +15.4%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $258 Shares 7,334 Est. Cost $23.37 Unrealized +47.8%
SO SOUTHERN COMPANY 0.0%
Value ($000) $257 Shares 4,733 Est. Cost $43.23 Unrealized +16.8%
JACOBS ENGINEERING GROUP INC 0.0%
Value ($000) $257 Shares 3,245 Est. Cost $75.20 Unrealized
PGR PROGRESSIVE CORP OHIO 0.0%
Value ($000) $257 Shares 3,481 Est. Cost $40.57 Unrealized +61.1%
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $256 Shares 8,291 Est. Cost $40.89 Unrealized -12.0%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $244 Shares 4,861 Est. Cost $39.25 Unrealized +19.0%
SWX SOUTHWEST GAS CORP 0.0%
Value ($000) $241 Shares 3,470 Est. Cost $48.72 Unrealized +47.5%
WEN WENDY'S CO/THE 0.0%
Value ($000) $239 Shares 16,085 Est. Cost $6.89 Unrealized +185.5%
BDX BECTON DICKINSON 0.0%
Value ($000) $239 Shares 1,042 Est. Cost $196.62 Unrealized +14.4%
CB CHUBB LTD 0.0%
Value ($000) $238 Shares 2,127 Est. Cost $98.71 Unrealized +32.1%
IJR ISHARES CORE S&P SMALL-CAP ETF 0.0%
Value ($000) $236 Shares 4,201 Est. Cost $97.75 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $235 Shares 3,550 Est. Cost $44.95 Unrealized +36.9%
DVY ISHARES DJ SELECT DIVIDEND ETF 0.0%
Value ($000) $233 Shares 3,162 Est. Cost $92.80 Unrealized
BLACKROCK MUNICIPAL 2030 TARGE 0.0%
Value ($000) $231 Shares 10,200 Est. Cost $22.65 Unrealized
CORP PIMCO INV GRADE CORP BD ETF 0.0%
Value ($000) $228 Shares 2,153 Est. Cost $109.61 Unrealized
WTRG ESSENTIAL UTILITIES INC 0.0%
Value ($000) $224 Shares 5,512 Est. Cost $47.18 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $219 Shares 4,781 Est. Cost $71.16 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $218 Shares 3,000 Est. Cost $46.22 Unrealized +44.7%
NFLX NETFLIX INC 0.0%
Value ($000) $216 Shares 574 Est. Cost $35.38 Unrealized 0.0%
WMB WILLIAMS COS INC 0.0%
Value ($000) $215 Shares 15,187 Est. Cost $13.99 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $211 Shares 3,874 Est. Cost $31.32 Unrealized +164.3%
AIG AMERICAN INTERNATIONAL GROUP 0.0%
Value ($000) $210 Shares 8,650 Est. Cost $35.37 Unrealized +3.9%
BLACKROCK INC CL A 0.0%
Value ($000) $210 Shares 477 Est. Cost $468.68 Unrealized
UHS UNIVERSAL HEALTH SVCS INC 0.0%
Value ($000) $205 Shares 2,065 Est. Cost $66.39 Unrealized +85.6%
KMPR KEMPER CORP 0.0%
Value ($000) $202 Shares 2,714 Est. Cost $74.59 Unrealized +0.4%
KELLOGG CO 0.0%
Value ($000) $201 Shares 3,350 Est. Cost $45.36 Unrealized +9.3%
ICF ISHARES COHEN & STEERS RLTY ET 0.0%
Value ($000) $200 Shares 2,189 Est. Cost $111.37 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $187 Shares 13,429 Est. Cost $13.37 Unrealized 0.0%
PFXF VANECK VECTORS PFD SEC EX FIN 0.0%
Value ($000) $172 Shares 10,411 Est. Cost $20.65 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $147 Shares 10,873 Est. Cost $53.82 Unrealized -53.0%
CODI COMPASS DIVERSIFIED HOLDINGS L 0.0%
Value ($000) $139 Shares 10,410 Est. Cost $8.13 Unrealized +82.4%
HAL HALLIBURTON CO 0.0%
Value ($000) $97 Shares 14,148 Est. Cost $43.20 Unrealized -63.8%
ALERIAN MLP ETF 0.0%
Value ($000) $94 Shares 27,517 Est. Cost $12.00 Unrealized
ANNALY CAPITAL MANAGEMENT REIT 0.0%
Value ($000) $87 Shares 17,163 Est. Cost $5.07 Unrealized
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $67 Shares 13,937 Est. Cost $21.34 Unrealized -55.8%