1ST SOURCE BANK Diversified Active

CIK: 0000356264 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 7, 2020

Total Value ($000): $1,163,070 (100.0% shares, 0.0% debt)

Holdings (217)

SRCE 1ST SOURCE CORP 22.0%
Value ($000) $256,070 Shares 7,197,030 Est. Cost $24.41 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ET 10.9%
Value ($000) $127,152 Shares 662,422 Est. Cost $105.11 Unrealized
SDY SPDR S&P DIVIDEND ETF 5.5%
Value ($000) $63,681 Shares 698,261 Est. Cost $84.97 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 5.1%
Value ($000) $59,676 Shares 529,888 Est. Cost $105.59 Unrealized
SPY SPDR S&P 500 ETF TRUST 3.7%
Value ($000) $43,283 Shares 140,365 Est. Cost $203.89 Unrealized
MSFT MICROSOFT CORP 2.4%
Value ($000) $27,515 Shares 135,202 Est. Cost $27.19 Unrealized +536.5%
AAPL APPLE INC 2.1%
Value ($000) $24,169 Shares 66,252 Est. Cost $19.32 Unrealized +288.7%
IWM ISHARES RUSSELL 2000 ETF 2.0%
Value ($000) $23,351 Shares 163,093 Est. Cost $126.77 Unrealized
VEA VANGUARD MSCI EAFE ETF 1.8%
Value ($000) $20,516 Shares 528,901 Est. Cost $34.89 Unrealized
EFA ISHARES MSCI EAFE ETF 1.7%
Value ($000) $20,229 Shares 332,329 Est. Cost $61.47 Unrealized
HON HONEYWELL INTERNATIONAL INC 1.6%
Value ($000) $18,542 Shares 128,236 Est. Cost $67.67 Unrealized +74.2%
EEM ISHARES MSCI EMERGING MKT ETF 1.3%
Value ($000) $15,494 Shares 387,462 Est. Cost $37.56 Unrealized
VWO VANGUARD MSCI EMERGING MARKETS 1.3%
Value ($000) $15,001 Shares 378,723 Est. Cost $40.46 Unrealized
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $14,370 Shares 102,187 Est. Cost $59.82 Unrealized +107.7%
AMZN AMAZON.COM INC 1.2%
Value ($000) $13,956 Shares 5,059 Est. Cost $42.18 Unrealized +186.3%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.9%
Value ($000) $11,049 Shares 34,052 Est. Cost $270.18 Unrealized
PEP PEPSICO INC 0.9%
Value ($000) $11,027 Shares 83,367 Est. Cost $58.30 Unrealized +90.0%
HD HOME DEPOT INC 0.8%
Value ($000) $9,732 Shares 38,849 Est. Cost $56.08 Unrealized +256.1%
IJH ISHARES CORE S&P MID-CAP ETF 0.8%
Value ($000) $9,418 Shares 52,961 Est. Cost $166.72 Unrealized
GOOGL ALPHABET INC CL A 0.8%
Value ($000) $9,359 Shares 6,600 Est. Cost $37.81 Unrealized +77.0%
JPM JP MORGAN CHASE & CO 0.8%
Value ($000) $9,206 Shares 97,876 Est. Cost $37.26 Unrealized +119.4%
MRK MERCK & CO INC 0.8%
Value ($000) $9,107 Shares 117,768 Est. Cost $30.89 Unrealized +103.5%
LLY LILLY ELI & CO 0.8%
Value ($000) $8,991 Shares 54,763 Est. Cost $57.54 Unrealized +150.1%
INTC INTEL CORP 0.7%
Value ($000) $8,584 Shares 143,467 Est. Cost $17.47 Unrealized +204.6%
DIS DISNEY WALT CO NEW 0.7%
Value ($000) $8,454 Shares 75,816 Est. Cost $58.21 Unrealized +85.3%
PG PROCTER & GAMBLE CO 0.7%
Value ($000) $8,364 Shares 69,946 Est. Cost $55.40 Unrealized +83.3%
MCD MCDONALDS CORP 0.7%
Value ($000) $8,161 Shares 44,240 Est. Cost $72.29 Unrealized +122.7%
NSC NORFOLK SOUTHERN CORP 0.6%
Value ($000) $7,550 Shares 43,003 Est. Cost $58.66 Unrealized +157.4%
TMO THERMO FISHER SCIENTIFIC INC 0.6%
Value ($000) $7,532 Shares 20,787 Est. Cost $88.60 Unrealized +272.8%
DHR DANAHER CORP 0.6%
Value ($000) $7,210 Shares 40,773 Est. Cost $33.70 Unrealized +315.5%
META FACEBOOK INC-A 0.6%
Value ($000) $6,986 Shares 30,765 Est. Cost $119.20 Unrealized +73.9%
VZ VERIZON COMMUNICATIONS 0.6%
Value ($000) $6,733 Shares 122,130 Est. Cost $28.60 Unrealized +42.5%
FVD FIRST TRUST VALUE LINE DVD 0.5%
Value ($000) $6,284 Shares 207,259 Est. Cost $30.36 Unrealized
PYPL PAYPAL HOLDINGS INC 0.5%
Value ($000) $6,144 Shares 35,262 Est. Cost $37.92 Unrealized +263.6%
CSCO CISCO SYSTEMS INC 0.5%
Value ($000) $6,009 Shares 128,824 Est. Cost $16.23 Unrealized +128.0%
ADP AUTOMATIC DATA PROCESSING INC 0.5%
Value ($000) $5,918 Shares 39,748 Est. Cost $46.01 Unrealized +176.0%
MMM 3M CO 0.5%
Value ($000) $5,788 Shares 37,105 Est. Cost $62.77 Unrealized +63.2%
GOOG ALPHABET INC CL C 0.5%
Value ($000) $5,420 Shares 3,834 Est. Cost $35.61 Unrealized +88.1%
CVX CHEVRON CORPORATION 0.5%
Value ($000) $5,280 Shares 59,173 Est. Cost $71.42 Unrealized -2.2%
PATK PATRICK INDS INC 0.4%
Value ($000) $4,923 Shares 80,368 Est. Cost $29.70 Unrealized -8.5%
PFE PFIZER INC 0.4%
Value ($000) $4,832 Shares 147,767 Est. Cost $17.75 Unrealized +46.5%
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $4,818 Shares 50,615 Est. Cost $60.91 Unrealized +40.6%
T AT&T INC 0.4%
Value ($000) $4,754 Shares 157,260 Est. Cost $12.21 Unrealized +26.9%
AGG ISHARES CORE U.S. AGGREGATE BO 0.4%
Value ($000) $4,747 Shares 40,157 Est. Cost $110.18 Unrealized
IBM INTL. BUSINESS MACHINES CORP 0.4%
Value ($000) $4,618 Shares 38,241 Est. Cost $117.50 Unrealized -22.2%
QCOM QUALCOMM INC 0.4%
Value ($000) $4,403 Shares 48,276 Est. Cost $45.81 Unrealized +54.9%
ALL ALLSTATE CORP 0.4%
Value ($000) $4,246 Shares 43,778 Est. Cost $37.45 Unrealized +128.7%
AWK AMERICAN WATER WORKS CO INC 0.4%
Value ($000) $4,149 Shares 32,244 Est. Cost $38.28 Unrealized +192.4%
NKE NIKE INC-CLASS B 0.4%
Value ($000) $4,114 Shares 41,957 Est. Cost $50.30 Unrealized +69.9%
MA MASTERCARD INC CL A 0.3%
Value ($000) $4,027 Shares 13,618 Est. Cost $107.59 Unrealized +154.1%
LKFN LAKELAND FINL CORP 0.3%
Value ($000) $4,027 Shares 86,444 Est. Cost $18.90 Unrealized +84.4%
ABT ABBOTT LABS 0.3%
Value ($000) $3,996 Shares 43,705 Est. Cost $33.11 Unrealized +147.5%
COST COSTCO WHOLESALE CORP 0.3%
Value ($000) $3,512 Shares 11,584 Est. Cost $165.42 Unrealized +68.8%
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $3,507 Shares 59,640 Est. Cost $33.92 Unrealized +41.3%
ORCL ORACLE CORPORATION 0.3%
Value ($000) $3,393 Shares 61,388 Est. Cost $27.58 Unrealized +77.6%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $3,313 Shares 74,086 Est. Cost $54.19 Unrealized -35.7%
V VISA INC CL A 0.3%
Value ($000) $3,227 Shares 16,704 Est. Cost $103.93 Unrealized +68.9%
MCHP MICROCHIP TECHNOLOGY INC 0.3%
Value ($000) $3,218 Shares 30,557 Est. Cost $28.30 Unrealized +42.6%
APD AIR PRODUCTS & CHEMICALS INC 0.3%
Value ($000) $3,116 Shares 12,906 Est. Cost $62.01 Unrealized +220.4%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $3,098 Shares 21,914 Est. Cost $63.06 Unrealized +78.7%
ACTIVISION BLIZZARD, INC 0.2%
Value ($000) $2,886 Shares 38,026 Est. Cost $54.42 Unrealized
EL LAUDER ESTEE COS CL-A 0.2%
Value ($000) $2,844 Shares 15,075 Est. Cost $86.75 Unrealized +90.9%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $2,780 Shares 7,620 Est. Cost $331.68 Unrealized -2.4%
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.2%
Value ($000) $2,755 Shares 15,429 Est. Cost $130.86 Unrealized +39.6%
IBB ISHARES NASDAQ BIOTECH ETF 0.2%
Value ($000) $2,726 Shares 19,943 Est. Cost $157.36 Unrealized
NVDA NVIDIA CORP 0.2%
Value ($000) $2,689 Shares 7,079 Est. Cost $4.69 Unrealized +72.0%
WMT WALMART INC 0.2%
Value ($000) $2,658 Shares 22,192 Est. Cost $24.44 Unrealized +55.8%
MDT MEDTRONIC PLC 0.2%
Value ($000) $2,643 Shares 28,820 Est. Cost $60.20 Unrealized +35.9%
TJX TJX COS INC 0.2%
Value ($000) $2,564 Shares 50,717 Est. Cost $37.98 Unrealized +22.8%
SBUX STARBUCKS CORP 0.2%
Value ($000) $2,476 Shares 33,644 Est. Cost $42.27 Unrealized +56.9%
ABBV ABBVIE INC 0.2%
Value ($000) $2,438 Shares 24,830 Est. Cost $41.03 Unrealized +71.8%
FTV FORTIVE CORP 0.2%
Value ($000) $2,401 Shares 35,479 Est. Cost $31.51 Unrealized +20.9%
AEP AMERICAN ELEC PWR INC 0.2%
Value ($000) $2,383 Shares 29,934 Est. Cost $32.58 Unrealized +104.5%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $2,338 Shares 4,103 Est. Cost $165.45 Unrealized +8.3%
GVI ISHARES INTERMEDIATE GOV/CR ET 0.2%
Value ($000) $2,268 Shares 19,267 Est. Cost $110.54 Unrealized
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $2,248 Shares 19,709 Est. Cost $65.65 Unrealized +42.5%
BA BOEING CO 0.2%
Value ($000) $2,239 Shares 12,215 Est. Cost $170.06 Unrealized -9.6%
BAC BANK OF AMERICA CORP 0.2%
Value ($000) $2,154 Shares 90,703 Est. Cost $17.83 Unrealized +15.4%
WM WASTE MANAGEMENT INC 0.2%
Value ($000) $2,076 Shares 19,605 Est. Cost $33.07 Unrealized +178.6%
FBT FIRST TRUST NYSE ARCA BIOTEC 0.2%
Value ($000) $2,052 Shares 12,234 Est. Cost $140.38 Unrealized
YUM YUM! BRANDS INC 0.2%
Value ($000) $1,898 Shares 21,847 Est. Cost $47.66 Unrealized +61.2%
CAT CATERPILLAR INC 0.2%
Value ($000) $1,882 Shares 14,884 Est. Cost $70.43 Unrealized +50.8%
SYY SYSCO CORP 0.2%
Value ($000) $1,825 Shares 33,402 Est. Cost $28.10 Unrealized +60.8%
MET METLIFE INC 0.2%
Value ($000) $1,808 Shares 49,503 Est. Cost $27.23 Unrealized +6.4%
ZBH ZIMMER BIOMET HOLDINGS INC 0.2%
Value ($000) $1,762 Shares 14,756 Est. Cost $104.44 Unrealized +5.3%
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $1,759 Shares 28,538 Est. Cost $54.61 Unrealized 0.0%
PUTNAM MUNI OPPORTUNITIES TR 0.1%
Value ($000) $1,685 Shares 131,803 Est. Cost $11.30 Unrealized
USB US BANCORP NEW 0.1%
Value ($000) $1,647 Shares 44,722 Est. Cost $22.50 Unrealized +23.8%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $1,637 Shares 10,950 Est. Cost $115.32 Unrealized +7.8%
COP CONOCOPHILLIPS 0.1%
Value ($000) $1,622 Shares 38,613 Est. Cost $38.15 Unrealized -13.7%
ELAN ELANCO ANIMAL HEALTH INC 0.1%
Value ($000) $1,524 Shares 71,049 Est. Cost $26.43 Unrealized -16.4%
HYG ISHARES IBOXX USD HIGH YIELD 0.1%
Value ($000) $1,500 Shares 18,369 Est. Cost $90.28 Unrealized
BX BLACKSTONE GROUP INC CL A 0.1%
Value ($000) $1,493 Shares 26,349 Est. Cost $43.48 Unrealized 0.0%
CMCSA COMCAST CORP-CL A 0.1%
Value ($000) $1,481 Shares 37,994 Est. Cost $29.56 Unrealized +10.8%
PANW PALO ALTO NETWORKS 0.1%
Value ($000) $1,480 Shares 6,444 Est. Cost $35.72 Unrealized -1.4%
QQQ INVESCO QQQ TRUST SERIES 1 0.1%
Value ($000) $1,440 Shares 5,815 Est. Cost $177.75 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $1,432 Shares 8,266 Est. Cost $115.02 Unrealized +21.1%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $1,403 Shares 5,843 Est. Cost $18.04 Unrealized +188.1%
AVGO BROADCOM INC 0.1%
Value ($000) $1,350 Shares 4,276 Est. Cost $20.00 Unrealized +22.6%
BAX BAXTER INTL INC 0.1%
Value ($000) $1,342 Shares 15,591 Est. Cost $41.54 Unrealized +86.9%
WFC WELLS FARGO & CO 0.1%
Value ($000) $1,311 Shares 51,221 Est. Cost $33.74 Unrealized -28.9%
DE DEERE & CO 0.1%
Value ($000) $1,311 Shares 8,343 Est. Cost $69.22 Unrealized +93.9%
XLRE REAL ESTATE SELECT SECT SPDR 0.1%
Value ($000) $1,306 Shares 37,513 Est. Cost $36.88 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $1,282 Shares 9,486 Est. Cost $52.16 Unrealized +98.1%
SCHW CHARLES SCHWAB CORP 0.1%
Value ($000) $1,236 Shares 36,647 Est. Cost $34.63 Unrealized -4.2%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $1,196 Shares 22,508 Est. Cost $27.24 Unrealized -36.0%
MAS MASCO CORP 0.1%
Value ($000) $1,194 Shares 23,775 Est. Cost $25.66 Unrealized +53.5%
CVS CVS HEALTH CORP 0.1%
Value ($000) $1,124 Shares 17,293 Est. Cost $53.57 Unrealized -1.8%
LHX L3 HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $1,114 Shares 6,567 Est. Cost $172.96 Unrealized -3.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $1,111 Shares 1,056 Est. Cost $15.81 Unrealized +17.1%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $1,107 Shares 16,020 Est. Cost $59.51 Unrealized +19.4%
BP BP PLC SPONS ADR 0.1%
Value ($000) $1,091 Shares 46,798 Est. Cost $35.17 Unrealized
DOW DOW INC 0.1%
Value ($000) $1,064 Shares 26,095 Est. Cost $36.37 Unrealized -26.2%
UPS UNITED PARCEL SERVICE CL B 0.1%
Value ($000) $1,054 Shares 9,480 Est. Cost $73.00 Unrealized +9.2%
CERNER CORP 0.1%
Value ($000) $1,000 Shares 14,592 Est. Cost $75.30 Unrealized
XLU UTILITIES SELECT SECTOR SPDR 0.1%
Value ($000) $996 Shares 17,656 Est. Cost $45.26 Unrealized
ENB ENBRIDGE INCORPORATED 0.1%
Value ($000) $964 Shares 31,697 Est. Cost $24.73 Unrealized -14.7%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $936 Shares 11,707 Est. Cost $50.39 Unrealized +34.2%
LQD ISHARES IBOXX INV GRD CORP BON 0.1%
Value ($000) $915 Shares 6,805 Est. Cost $116.02 Unrealized
HBNC HORIZON BANCORP INC/IN 0.1%
Value ($000) $911 Shares 85,210 Est. Cost $15.00 Unrealized -32.0%
KO COCA COLA CO 0.1%
Value ($000) $905 Shares 20,243 Est. Cost $29.01 Unrealized +33.5%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $896 Shares 16,716 Est. Cost $76.59 Unrealized
GENERAL ELECTRIC CORP 0.1%
Value ($000) $883 Shares 129,282 Est. Cost $22.32 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $864 Shares 13,935 Est. Cost $43.10 Unrealized +16.7%
GIS GENERAL MLS INC 0.1%
Value ($000) $852 Shares 13,817 Est. Cost $32.28 Unrealized +54.6%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $851 Shares 3,995 Est. Cost $94.07 Unrealized +86.6%
UNP UNION PAC CORP 0.1%
Value ($000) $819 Shares 4,846 Est. Cost $92.63 Unrealized +52.7%
CRM SALESFORCE.COM 0.1%
Value ($000) $815 Shares 4,348 Est. Cost $96.48 Unrealized +72.6%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $779 Shares 2,516 Est. Cost $225.13 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $777 Shares 3,295 Est. Cost $103.87 Unrealized +84.5%
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $767 Shares 7,893 Est. Cost $74.80 Unrealized +32.8%
D DOMINION ENERGY INC 0.1%
Value ($000) $761 Shares 9,367 Est. Cost $44.50 Unrealized +40.8%
EBAY EBAY INC 0.1%
Value ($000) $747 Shares 14,242 Est. Cost $20.58 Unrealized +86.7%
YUMC YUM CHINA HOLDINGS INC 0.1%
Value ($000) $733 Shares 15,256 Est. Cost $27.84 Unrealized +69.4%
ONB OLD NATL BANCORP 0.1%
Value ($000) $695 Shares 50,514 Est. Cost $15.45 Unrealized -12.7%
ZTS ZOETIS INC 0.1%
Value ($000) $680 Shares 4,960 Est. Cost $40.64 Unrealized +206.3%
NVS NOVARTIS AG SPONS ADR 0.1%
Value ($000) $675 Shares 7,732 Est. Cost $86.80 Unrealized
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $659 Shares 12,619 Est. Cost $35.37 Unrealized +25.5%
MS MORGAN STANLEY 0.1%
Value ($000) $653 Shares 13,517 Est. Cost $18.68 Unrealized +88.5%
SYK STRYKER CORPORATION 0.1%
Value ($000) $633 Shares 3,514 Est. Cost $167.42 Unrealized +3.7%
TGT TARGET CORP 0.1%
Value ($000) $628 Shares 5,237 Est. Cost $58.08 Unrealized +69.0%
NI NISOURCE INC 0.1%
Value ($000) $628 Shares 27,621 Est. Cost $8.98 Unrealized +122.1%
CBT CABOT CORP 0.1%
Value ($000) $625 Shares 16,880 Est. Cost $27.93 Unrealized +5.2%
IWP ISHARES RUSSELL MIDCAP GRWTH E 0.1%
Value ($000) $621 Shares 3,930 Est. Cost $88.81 Unrealized
WY WEYERHAEUSER CO REIT 0.1%
Value ($000) $591 Shares 26,330 Est. Cost $18.42 Unrealized -10.7%
GLAXO SMITHKLINE SPONS ADR 0.1%
Value ($000) $589 Shares 14,447 Est. Cost $40.05 Unrealized
CTVA CORTEVA INC 0.1%
Value ($000) $584 Shares 21,815 Est. Cost $25.04 Unrealized -2.7%
THFF FIRST FINANCIAL CORP INDIANA 0.1%
Value ($000) $584 Shares 15,858 Est. Cost $20.42 Unrealized +37.8%
KEY KEYCORP 0.1%
Value ($000) $582 Shares 47,820 Est. Cost $11.47 Unrealized -23.1%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $571 Shares 10,051 Est. Cost $40.69 Unrealized +21.2%
HUM HUMANA INC 0.0%
Value ($000) $560 Shares 1,444 Est. Cost $158.42 Unrealized +124.5%
ELV ANTHEM INC 0.0%
Value ($000) $528 Shares 2,010 Est. Cost $136.80 Unrealized +80.6%
BLACKROCK INC CL A 0.0%
Value ($000) $523 Shares 961 Est. Cost $506.73 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $522 Shares 1,839 Est. Cost $196.68 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $494 Shares 6,866 Est. Cost $50.70 Unrealized +10.9%
NUE NUCOR CORP 0.0%
Value ($000) $490 Shares 11,832 Est. Cost $32.73 Unrealized +11.3%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $475 Shares 8,356 Est. Cost $47.48 Unrealized 0.0%
GLD SPDR GOLD TRUST 0.0%
Value ($000) $471 Shares 2,812 Est. Cost $131.47 Unrealized
CABOT MICROELECTRONICS CORP 0.0%
Value ($000) $470 Shares 3,365 Est. Cost $63.30 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $469 Shares 6,689 Est. Cost $55.86 Unrealized -1.9%
INTU INTUIT INC 0.0%
Value ($000) $464 Shares 1,566 Est. Cost $131.13 Unrealized +102.0%
CTS CTS CORP 0.0%
Value ($000) $447 Shares 22,300 Est. Cost $20.91 Unrealized 0.0%
C CITIGROUP INC 0.0%
Value ($000) $444 Shares 8,705 Est. Cost $41.56 Unrealized -6.9%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $442 Shares 4,765 Est. Cost $91.46 Unrealized -8.8%
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $439 Shares 3,010 Est. Cost $132.61 Unrealized
THO THOR INDUSTRIES INC 0.0%
Value ($000) $431 Shares 4,048 Est. Cost $69.97 Unrealized 0.0%
AMT AMERICAN TOWER CORP REIT 0.0%
Value ($000) $430 Shares 1,663 Est. Cost $159.88 Unrealized +31.7%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $415 Shares 1,408 Est. Cost $135.59 Unrealized +92.6%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $403 Shares 2,305 Est. Cost $120.05 Unrealized +19.0%
CLX CLOROX COMPANY 0.0%
Value ($000) $402 Shares 1,831 Est. Cost $85.50 Unrealized +97.4%
MO ALTRIA GROUP INC 0.0%
Value ($000) $401 Shares 10,217 Est. Cost $20.82 Unrealized +19.9%
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $391 Shares 3,685 Est. Cost $88.22 Unrealized -2.1%
FISV FISERV INC 0.0%
Value ($000) $375 Shares 3,840 Est. Cost $58.64 Unrealized +71.7%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $372 Shares 16,730 Est. Cost $17.13 Unrealized 0.0%
GWW GRAINGER W W INC 0.0%
Value ($000) $364 Shares 1,160 Est. Cost $191.95 Unrealized +41.0%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $363 Shares 4,139 Est. Cost $37.60 Unrealized +99.7%
GLW CORNING INC 0.0%
Value ($000) $357 Shares 13,798 Est. Cost $12.15 Unrealized +59.6%
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $352 Shares 2,776 Est. Cost $88.79 Unrealized +12.1%
WEN WENDY'S CO/THE 0.0%
Value ($000) $350 Shares 16,085 Est. Cost $6.89 Unrealized +188.4%
CI CIGNA CORP 0.0%
Value ($000) $341 Shares 1,817 Est. Cost $190.77 Unrealized -9.0%
CME CME GROUP INC. 0.0%
Value ($000) $339 Shares 2,085 Est. Cost $62.00 Unrealized +132.8%
WPC WP CAREY INC REIT 0.0%
Value ($000) $338 Shares 5,000 Est. Cost $58.00 Unrealized
TLT ISHARES 20 PLUS YEAR TREASURY BOND 0.0%
Value ($000) $331 Shares 2,022 Est. Cost $135.50 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $330 Shares 758 Est. Cost $107.80 Unrealized +243.7%
CSX CSX CORP 0.0%
Value ($000) $324 Shares 4,650 Est. Cost $13.61 Unrealized +50.7%
NOC NORTHROP GRUMMAN CORPORATION 0.0%
Value ($000) $318 Shares 1,033 Est. Cost $182.63 Unrealized +63.4%
CB CHUBB LTD 0.0%
Value ($000) $317 Shares 2,504 Est. Cost $99.84 Unrealized +6.4%
IWS ISHARES RUSSELL MIDCAP VALUE E 0.0%
Value ($000) $314 Shares 4,097 Est. Cost $64.09 Unrealized
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $301 Shares 8,021 Est. Cost $40.89 Unrealized -32.2%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $293 Shares 7,334 Est. Cost $23.37 Unrealized +36.6%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $290 Shares 3,824 Est. Cost $31.32 Unrealized +92.9%
WMB WILLIAMS COS INC 0.0%
Value ($000) $289 Shares 15,187 Est. Cost $13.99 Unrealized -1.4%
SO SOUTHERN COMPANY 0.0%
Value ($000) $277 Shares 5,333 Est. Cost $43.40 Unrealized +3.1%
IJR ISHARES CORE S&P SMALL-CAP ETF 0.0%
Value ($000) $271 Shares 3,974 Est. Cost $97.75 Unrealized
BRK/A BERKSHIRE HATHAWAY INC CLASS A 0.0%
Value ($000) $267 Shares 1 Est. Cost $199512.94 Unrealized +37.4%
VTWO VANGUARD RUSSELL 2000 ETF 0.0%
Value ($000) $266 Shares 2,307 Est. Cost $115.30 Unrealized
BDX BECTON DICKINSON 0.0%
Value ($000) $265 Shares 1,109 Est. Cost $198.05 Unrealized +11.2%
JACOBS ENGINEERING GROUP INC 0.0%
Value ($000) $262 Shares 3,087 Est. Cost $75.20 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $260 Shares 3,550 Est. Cost $44.95 Unrealized +38.8%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $255 Shares 4,977 Est. Cost $39.38 Unrealized +13.2%
DVY ISHARES DJ SELECT DIVIDEND ETF 0.0%
Value ($000) $248 Shares 3,072 Est. Cost $92.80 Unrealized
CORP PIMCO INV GRADE CORP BD ETF 0.0%
Value ($000) $246 Shares 2,153 Est. Cost $109.61 Unrealized
BLACKROCK MUNICIPAL 2030 TARGE 0.0%
Value ($000) $242 Shares 10,200 Est. Cost $22.65 Unrealized
AIG AMERICAN INTERNATIONAL GROUP 0.0%
Value ($000) $241 Shares 7,720 Est. Cost $35.37 Unrealized -31.1%
WTRG ESSENTIAL UTILITIES INC 0.0%
Value ($000) $233 Shares 5,512 Est. Cost $47.18 Unrealized -10.5%
DXCM DEXCOM 0.0%
Value ($000) $231 Shares 571 Est. Cost $89.45 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value ($000) $223 Shares 489 Est. Cost $35.38 Unrealized +20.3%
KELLOGG CO 0.0%
Value ($000) $215 Shares 3,250 Est. Cost $45.36 Unrealized +9.0%
AEE AMEREN CORP 0.0%
Value ($000) $211 Shares 3,000 Est. Cost $46.22 Unrealized +33.1%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $210 Shares 4,966 Est. Cost $70.09 Unrealized
VIACOMCBS INC CL B 0.0%
Value ($000) $210 Shares 9,018 Est. Cost $23.29 Unrealized
HESS CORPORATION 0.0%
Value ($000) $208 Shares 4,007 Est. Cost $51.91 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $206 Shares 4,062 Est. Cost $37.36 Unrealized 0.0%
KMI KINDER MORGAN INC 0.0%
Value ($000) $200 Shares 13,181 Est. Cost $13.37 Unrealized -18.8%
CODI COMPASS DIVERSIFIED HOLDINGS L 0.0%
Value ($000) $179 Shares 10,410 Est. Cost $8.13 Unrealized +56.1%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $163 Shares 13,937 Est. Cost $21.34 Unrealized -67.4%
ANNALY CAPITAL MANAGEMENT REIT 0.0%
Value ($000) $105 Shares 16,000 Est. Cost $5.07 Unrealized