1ST SOURCE BANK Diversified Active

CIK: 0000356264 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 9, 2023

Total Value ($000): $1,468,853 (100.0% shares, 0.0% debt)

Holdings (244)

SRCE 1ST SOURCE CORP 20.5%
Value ($000) $300,677 Shares 7,143,670 Est. Cost $25.50 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ET 11.2%
Value ($000) $164,253 Shares 617,517 Est. Cost $118.18 Unrealized
SDY SPDR S&P DIVIDEND ETF 6.9%
Value ($000) $100,729 Shares 875,826 Est. Cost $95.61 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 6.0%
Value ($000) $87,994 Shares 579,597 Est. Cost $114.49 Unrealized
SPY SPDR S&P 500 ETF TRUST 4.8%
Value ($000) $70,631 Shares 165,227 Est. Cost $244.74 Unrealized
AAPL APPLE INC 2.1%
Value ($000) $31,232 Shares 182,419 Est. Cost $84.38 Unrealized +114.9%
EFA ISHARES MSCI EAFE ETF 2.1%
Value ($000) $30,170 Shares 437,755 Est. Cost $65.33 Unrealized
MSFT MICROSOFT CORP 1.9%
Value ($000) $28,072 Shares 88,906 Est. Cost $27.19 Unrealized +1093.8%
VEA VANGUARD MSCI EAFE ETF 1.9%
Value ($000) $27,334 Shares 625,205 Est. Cost $36.97 Unrealized
EMXC ISHARES MSCI EMR MRK EX CHNA 1.8%
Value ($000) $26,931 Shares 540,448 Est. Cost $48.44 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 1.5%
Value ($000) $22,547 Shares 239,023 Est. Cost $93.21 Unrealized
LLY LILLY ELI & CO 1.4%
Value ($000) $21,288 Shares 39,633 Est. Cost $60.01 Unrealized +744.5%
IWM ISHARES RUSSELL 2000 ETF 1.3%
Value ($000) $18,363 Shares 103,898 Est. Cost $157.88 Unrealized
HON HONEYWELL INTERNATIONAL INC 1.2%
Value ($000) $17,543 Shares 94,958 Est. Cost $69.12 Unrealized +151.5%
MDY SPDR S&P MIDCAP 400 ETF TRUST 1.1%
Value ($000) $16,629 Shares 36,415 Est. Cost $295.44 Unrealized
VWO VANGUARD MSCI EMERGING MARKETS 1.0%
Value ($000) $15,039 Shares 383,556 Est. Cost $42.57 Unrealized
GOOGL ALPHABET INC CL A 1.0%
Value ($000) $14,439 Shares 110,338 Est. Cost $106.55 Unrealized +20.5%
EFV ISHARES MSCI EAFE VALUE ETF 0.9%
Value ($000) $13,419 Shares 274,259 Est. Cost $50.45 Unrealized
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $13,371 Shares 85,848 Est. Cost $59.82 Unrealized +156.2%
IJH ISHARES CORE S&P MID-CAP ETF 0.9%
Value ($000) $12,702 Shares 50,940 Est. Cost $172.88 Unrealized
PEP PEPSICO INC 0.9%
Value ($000) $12,551 Shares 74,073 Est. Cost $62.76 Unrealized +166.3%
PATK PATRICK INDS INC 0.8%
Value ($000) $12,440 Shares 165,732 Est. Cost $38.91 Unrealized +32.8%
AMZN AMAZON.COM INC 0.8%
Value ($000) $11,386 Shares 89,565 Est. Cost $121.57 Unrealized +10.2%
JPM JP MORGAN CHASE & CO 0.8%
Value ($000) $11,067 Shares 76,312 Est. Cost $39.09 Unrealized +264.0%
MRK MERCK & CO INC 0.7%
Value ($000) $10,235 Shares 99,414 Est. Cost $31.86 Unrealized +213.4%
MCD MCDONALDS CORP 0.6%
Value ($000) $8,937 Shares 33,923 Est. Cost $72.29 Unrealized +272.8%
TMO THERMO FISHER SCIENTIFIC INC 0.6%
Value ($000) $8,706 Shares 17,199 Est. Cost $102.12 Unrealized +417.9%
CVX CHEVRON CORPORATION 0.6%
Value ($000) $8,339 Shares 49,455 Est. Cost $77.34 Unrealized +88.5%
ADP AUTOMATIC DATA PROCESSING INC 0.5%
Value ($000) $8,060 Shares 33,501 Est. Cost $46.01 Unrealized +402.4%
FVD FIRST TRUST VALUE LINE DVD 0.5%
Value ($000) $7,754 Shares 207,394 Est. Cost $31.17 Unrealized
HD HOME DEPOT INC 0.5%
Value ($000) $7,630 Shares 25,253 Est. Cost $60.64 Unrealized +399.6%
PG PROCTER & GAMBLE CO 0.5%
Value ($000) $7,577 Shares 51,948 Est. Cost $56.25 Unrealized +156.2%
GOOG ALPHABET INC CL C 0.5%
Value ($000) $7,498 Shares 56,869 Est. Cost $107.47 Unrealized +20.1%
COST COSTCO WHOLESALE CORP 0.5%
Value ($000) $7,090 Shares 12,549 Est. Cost $191.61 Unrealized +177.8%
SPYG SPDR PORTFOLIO S&P 500 GROWTH 0.5%
Value ($000) $6,638 Shares 111,969 Est. Cost $50.82 Unrealized
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.4%
Value ($000) $6,607 Shares 18,860 Est. Cost $181.26 Unrealized +95.7%
NSC NORFOLK SOUTHERN CORP 0.4%
Value ($000) $6,483 Shares 32,919 Est. Cost $61.74 Unrealized +232.0%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $6,194 Shares 52,681 Est. Cost $56.25 Unrealized +79.6%
DHR DANAHER CORP 0.4%
Value ($000) $5,738 Shares 23,129 Est. Cost $33.70 Unrealized +553.3%
COP CONOCOPHILLIPS 0.4%
Value ($000) $5,658 Shares 47,230 Est. Cost $46.84 Unrealized +130.3%
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $5,381 Shares 36,065 Est. Cost $60.91 Unrealized +160.9%
ORCL ORACLE CORPORATION 0.4%
Value ($000) $5,309 Shares 50,127 Est. Cost $31.29 Unrealized +260.4%
TJX TJX COS INC 0.4%
Value ($000) $5,241 Shares 58,968 Est. Cost $44.50 Unrealized +91.8%
EEM ISHARES MSCI EMERGING MKT ETF 0.3%
Value ($000) $5,110 Shares 134,638 Est. Cost $40.27 Unrealized
CSCO CISCO SYSTEMS INC 0.3%
Value ($000) $4,907 Shares 91,277 Est. Cost $17.21 Unrealized +192.3%
IBM INTL. BUSINESS MACHINES CORP 0.3%
Value ($000) $4,778 Shares 34,057 Est. Cost $116.96 Unrealized +12.7%
GVI ISHARES INTERMEDIATE GOV/CR ET 0.3%
Value ($000) $4,652 Shares 45,910 Est. Cost $108.42 Unrealized
MA MASTERCARD INC CL A 0.3%
Value ($000) $4,621 Shares 11,673 Est. Cost $116.06 Unrealized +241.4%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $4,573 Shares 19,505 Est. Cost $70.28 Unrealized +68.4%
MCHP MICROCHIP TECHNOLOGY INC 0.3%
Value ($000) $4,543 Shares 58,211 Est. Cost $53.34 Unrealized +47.6%
ABBV ABBVIE INC 0.3%
Value ($000) $4,478 Shares 30,043 Est. Cost $59.93 Unrealized +125.8%
ALL ALLSTATE CORP 0.3%
Value ($000) $4,290 Shares 38,502 Est. Cost $44.62 Unrealized +132.1%
PFE PFIZER INC 0.3%
Value ($000) $4,278 Shares 128,987 Est. Cost $19.48 Unrealized +56.9%
DIS DISNEY WALT CO NEW 0.3%
Value ($000) $4,278 Shares 52,779 Est. Cost $58.21 Unrealized +43.3%
AGG ISHARES CORE U.S. AGGREGATE 0.3%
Value ($000) $4,246 Shares 45,149 Est. Cost $111.29 Unrealized
NVDA NVIDIA CORP 0.3%
Value ($000) $4,178 Shares 9,605 Est. Cost $16.48 Unrealized +171.7%
ABT ABBOTT LABS 0.3%
Value ($000) $4,063 Shares 41,949 Est. Cost $44.41 Unrealized +126.2%
BX BLACKSTONE INC 0.2%
Value ($000) $3,652 Shares 34,089 Est. Cost $57.12 Unrealized +70.6%
WMT WALMART INC 0.2%
Value ($000) $3,492 Shares 21,835 Est. Cost $29.20 Unrealized +77.4%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $3,477 Shares 11,896 Est. Cost $287.33 Unrealized +8.7%
MET METLIFE INC 0.2%
Value ($000) $3,233 Shares 51,396 Est. Cost $33.45 Unrealized +73.4%
V VISA INC CL A 0.2%
Value ($000) $3,158 Shares 13,728 Est. Cost $114.59 Unrealized +106.1%
SBUX STARBUCKS CORP 0.2%
Value ($000) $3,130 Shares 34,295 Est. Cost $46.15 Unrealized +100.4%
XLRE REAL ESTATE SELECT SECT SPDR 0.2%
Value ($000) $3,100 Shares 90,980 Est. Cost $39.03 Unrealized
NKE NIKE INC-CLASS B 0.2%
Value ($000) $3,092 Shares 32,334 Est. Cost $52.14 Unrealized +88.4%
AVGO BROADCOM INC 0.2%
Value ($000) $3,032 Shares 3,650 Est. Cost $26.33 Unrealized +218.9%
HYG ISHARES IBOXX USD HIGH YIELD 0.2%
Value ($000) $2,899 Shares 39,319 Est. Cost $74.61 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $2,847 Shares 10,429 Est. Cost $92.17 Unrealized +183.7%
QCOM QUALCOMM INC 0.2%
Value ($000) $2,728 Shares 24,560 Est. Cost $49.68 Unrealized +121.5%
AWK AMERICAN WATER WORKS CO INC 0.2%
Value ($000) $2,702 Shares 21,824 Est. Cost $38.28 Unrealized +246.8%
APD AIR PRODUCTS & CHEMICALS INC 0.2%
Value ($000) $2,639 Shares 9,311 Est. Cost $64.67 Unrealized +325.0%
BAC BANK OF AMERICA CORP 0.2%
Value ($000) $2,623 Shares 95,803 Est. Cost $20.46 Unrealized +36.0%
WM WASTE MANAGEMENT INC 0.2%
Value ($000) $2,613 Shares 17,138 Est. Cost $35.17 Unrealized +343.7%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $2,599 Shares 15,916 Est. Cost $65.65 Unrealized +143.4%
MMM 3M CO 0.2%
Value ($000) $2,527 Shares 26,987 Est. Cost $66.67 Unrealized +19.3%
LKFN LAKELAND FINL CORP 0.2%
Value ($000) $2,466 Shares 51,964 Est. Cost $18.90 Unrealized +152.0%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $2,462 Shares 6,019 Est. Cost $336.62 Unrealized +23.3%
DE DEERE & CO 0.2%
Value ($000) $2,432 Shares 6,444 Est. Cost $83.36 Unrealized +377.4%
CTS CTS CORP 0.2%
Value ($000) $2,394 Shares 57,351 Est. Cost $30.27 Unrealized +41.0%
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $2,389 Shares 41,169 Est. Cost $34.19 Unrealized +58.9%
LOW LOWES COS INC 0.2%
Value ($000) $2,229 Shares 10,724 Est. Cost $84.36 Unrealized +154.8%
YUM YUM! BRANDS INC 0.1%
Value ($000) $2,117 Shares 16,947 Est. Cost $50.43 Unrealized +149.0%
SPYV SPDR PORTFOLIO S&P 500 VALUE E 0.1%
Value ($000) $2,117 Shares 51,312 Est. Cost $36.95 Unrealized
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $2,109 Shares 8,573 Est. Cost $86.91 Unrealized +208.8%
IBB ISHARES BIOTECHNOLOGY ETF 0.1%
Value ($000) $2,064 Shares 16,875 Est. Cost $156.96 Unrealized
AEP AMERICAN ELEC PWR INC 0.1%
Value ($000) $2,054 Shares 27,305 Est. Cost $36.75 Unrealized +102.4%
FTV FORTIVE CORP 0.1%
Value ($000) $1,931 Shares 26,040 Est. Cost $33.14 Unrealized +71.7%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $1,881 Shares 32,833 Est. Cost $60.57 Unrealized +6.3%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $1,858 Shares 15,374 Est. Cost $63.06 Unrealized +86.7%
RTX RTX CORPORATION 0.1%
Value ($000) $1,858 Shares 25,814 Est. Cost $57.84 Unrealized +40.5%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $1,846 Shares 8,356 Est. Cost $123.29 Unrealized +71.3%
FNOV FT CBOE VEST US EQUITY BUFF 0.1%
Value ($000) $1,834 Shares 47,200 Est. Cost $35.84 Unrealized
GLD SPDR GOLD TRUST 0.1%
Value ($000) $1,829 Shares 10,668 Est. Cost $168.62 Unrealized
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $1,777 Shares 54,838 Est. Cost $28.60 Unrealized +1.4%
SYY SYSCO CORP 0.1%
Value ($000) $1,772 Shares 26,832 Est. Cost $29.52 Unrealized +127.1%
BA BOEING CO 0.1%
Value ($000) $1,759 Shares 9,177 Est. Cost $175.30 Unrealized +24.8%
INTC INTEL CORP 0.1%
Value ($000) $1,729 Shares 48,633 Est. Cost $17.47 Unrealized +95.9%
QQQ INVESCO QQQ TRUST SERIES 1 0.1%
Value ($000) $1,720 Shares 4,801 Est. Cost $203.11 Unrealized
ACTIVISION BLIZZARD, INC 0.1%
Value ($000) $1,684 Shares 17,985 Est. Cost $55.80 Unrealized
EL LAUDER ESTEE COS CL-A 0.1%
Value ($000) $1,641 Shares 11,353 Est. Cost $102.00 Unrealized +55.9%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $1,489 Shares 813 Est. Cost $15.97 Unrealized +144.2%
UNP UNION PAC CORP 0.1%
Value ($000) $1,470 Shares 7,217 Est. Cost $132.06 Unrealized +56.1%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $1,439 Shares 19,289 Est. Cost $27.24 Unrealized +9.7%
NUE NUCOR CORP 0.1%
Value ($000) $1,353 Shares 8,651 Est. Cost $32.73 Unrealized +387.3%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $1,322 Shares 11,959 Est. Cost $62.59 Unrealized +41.7%
MDT MEDTRONIC PLC 0.1%
Value ($000) $1,321 Shares 16,859 Est. Cost $61.41 Unrealized +26.7%
SCHW CHARLES SCHWAB CORP 0.1%
Value ($000) $1,319 Shares 24,027 Est. Cost $34.99 Unrealized +67.1%
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $1,299 Shares 11,574 Est. Cost $106.47 Unrealized +16.6%
MS MORGAN STANLEY 0.1%
Value ($000) $1,299 Shares 15,900 Est. Cost $31.20 Unrealized +157.3%
META META PLATFORMS INC CL A 0.1%
Value ($000) $1,289 Shares 4,293 Est. Cost $136.22 Unrealized +119.7%
PYPL PAYPAL HOLDINGS INC 0.1%
Value ($000) $1,285 Shares 21,987 Est. Cost $59.82 Unrealized +8.6%
USB US BANCORP NEW 0.1%
Value ($000) $1,208 Shares 36,546 Est. Cost $23.89 Unrealized +36.1%
DOW DOW INC 0.1%
Value ($000) $1,196 Shares 23,197 Est. Cost $37.52 Unrealized +23.4%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $1,189 Shares 2,769 Est. Cost $278.88 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $1,187 Shares 6,820 Est. Cost $75.87 Unrealized +133.2%
BP BP PLC SPONS ADR 0.1%
Value ($000) $1,182 Shares 30,519 Est. Cost $33.25 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.1%
Value ($000) $1,166 Shares 12,420 Est. Cost $90.96 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $1,131 Shares 20,199 Est. Cost $38.38 Unrealized +45.2%
DFEB FT CBOE VEST US EQY DEEP BUF 0.1%
Value ($000) $1,124 Shares 32,255 Est. Cost $33.80 Unrealized
CMCSA COMCAST CORP-CL A 0.1%
Value ($000) $1,077 Shares 24,299 Est. Cost $29.59 Unrealized +40.3%
XLU UTILITIES SELECT SECTOR SPDR 0.1%
Value ($000) $1,073 Shares 18,204 Est. Cost $49.42 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $1,029 Shares 3,600 Est. Cost $94.07 Unrealized +215.4%
CTVA CORTEVA INC 0.1%
Value ($000) $1,024 Shares 20,019 Est. Cost $27.36 Unrealized +88.4%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $999 Shares 2,295 Est. Cost $230.01 Unrealized +89.8%
CVS CVS HEALTH CORP 0.1%
Value ($000) $984 Shares 14,095 Est. Cost $61.55 Unrealized +4.9%
ADBE ADOBE INC 0.1%
Value ($000) $980 Shares 1,921 Est. Cost $326.33 Unrealized +60.8%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $965 Shares 13,933 Est. Cost $76.50 Unrealized
DUK DUKE ENERGY CORP 0.1%
Value ($000) $928 Shares 10,519 Est. Cost $53.11 Unrealized +57.3%
SYK STRYKER CORPORATION 0.1%
Value ($000) $917 Shares 3,355 Est. Cost $175.70 Unrealized +59.4%
UPS UNITED PARCEL SERVICE CL B 0.1%
Value ($000) $885 Shares 5,675 Est. Cost $100.50 Unrealized +50.9%
AMGN AMGEN INC 0.1%
Value ($000) $853 Shares 3,172 Est. Cost $120.08 Unrealized +93.1%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $846 Shares 1,677 Est. Cost $217.52 Unrealized +116.0%
CRM SALESFORCE INC 0.1%
Value ($000) $838 Shares 4,131 Est. Cost $124.07 Unrealized +72.1%
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $837 Shares 12,239 Est. Cost $68.42 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $832 Shares 6,926 Est. Cost $57.47 Unrealized +79.8%
GWW GRAINGER W W INC 0.1%
Value ($000) $803 Shares 1,160 Est. Cost $191.95 Unrealized +269.1%
CBT CABOT CORP 0.1%
Value ($000) $800 Shares 11,548 Est. Cost $27.93 Unrealized +137.0%
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $799 Shares 5,191 Est. Cost $153.84 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $781 Shares 11,277 Est. Cost $59.51 Unrealized +35.0%
VB VANGUARD SMALL-CAP ETF 0.1%
Value ($000) $749 Shares 3,962 Est. Cost $165.35 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.1%
Value ($000) $747 Shares 8,264 Est. Cost $73.98 Unrealized
BLACKROCK INC CL A 0.1%
Value ($000) $744 Shares 1,151 Est. Cost $616.02 Unrealized
HBNC HORIZON BANCORP INC/IN 0.1%
Value ($000) $743 Shares 69,533 Est. Cost $14.83 Unrealized -24.3%
IWP ISHARES RUSSELL MIDCAP GRWTH E 0.1%
Value ($000) $741 Shares 8,109 Est. Cost $94.30 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $738 Shares 3,206 Est. Cost $142.95 Unrealized +60.9%
MAS MASCO CORP 0.1%
Value ($000) $738 Shares 13,800 Est. Cost $29.49 Unrealized +87.5%
ENB ENBRIDGE INCORPORATED 0.0%
Value ($000) $720 Shares 21,692 Est. Cost $24.79 Unrealized +22.6%
WFC WELLS FARGO & CO 0.0%
Value ($000) $718 Shares 17,571 Est. Cost $33.91 Unrealized +20.0%
DNOV FT CBOE VEST US EQUITY DEEP 0.0%
Value ($000) $697 Shares 19,637 Est. Cost $34.16 Unrealized
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $694 Shares 6,013 Est. Cost $145.89 Unrealized -20.4%
LHX L3 HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $683 Shares 3,921 Est. Cost $174.45 Unrealized +0.3%
FBT FIRST TRUST NYSE ARCA BIOTEC 0.0%
Value ($000) $680 Shares 4,644 Est. Cost $140.78 Unrealized
T AT&T INC 0.0%
Value ($000) $670 Shares 44,630 Est. Cost $12.36 Unrealized +4.8%
ESGD ISHARES ESG AWARE MSCI EAFE ET 0.0%
Value ($000) $660 Shares 9,548 Est. Cost $70.33 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $659 Shares 11,306 Est. Cost $27.85 Unrealized +95.4%
HUM HUMANA INC 0.0%
Value ($000) $657 Shares 1,351 Est. Cost $158.42 Unrealized +188.2%
NI NISOURCE INC 0.0%
Value ($000) $653 Shares 26,452 Est. Cost $11.02 Unrealized +127.3%
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $649 Shares 4,082 Est. Cost $108.14 Unrealized +46.9%
EOG EOG RES INC 0.0%
Value ($000) $642 Shares 5,064 Est. Cost $66.16 Unrealized +77.1%
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $631 Shares 11,325 Est. Cost $27.84 Unrealized +101.0%
INTU INTUIT INC 0.0%
Value ($000) $628 Shares 1,230 Est. Cost $144.09 Unrealized +246.2%
ETN EATON CORP PLC 0.0%
Value ($000) $627 Shares 2,942 Est. Cost $125.09 Unrealized +67.6%
MPC MARATHON PETROLEUM CORPORATION 0.0%
Value ($000) $622 Shares 4,112 Est. Cost $52.47 Unrealized +152.8%
DLR DIGITAL REALTY TRUST INC REIT 0.0%
Value ($000) $602 Shares 4,973 Est. Cost $131.05 Unrealized -13.3%
PUTNAM MUNI OPPORTUNITIES TR 0.0%
Value ($000) $600 Shares 65,211 Est. Cost $11.68 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $573 Shares 1,460 Est. Cost $218.67 Unrealized
FDX FEDEX CORPORATION 0.0%
Value ($000) $572 Shares 2,161 Est. Cost $219.73 Unrealized +12.3%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $572 Shares 6,592 Est. Cost $37.35 Unrealized +132.2%
CB CHUBB LTD 0.0%
Value ($000) $564 Shares 2,708 Est. Cost $118.34 Unrealized +66.3%
QMAR FT CBOE VEST NASDAQ-100 BUFF 0.0%
Value ($000) $541 Shares 22,500 Est. Cost $22.67 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $539 Shares 5,583 Est. Cost $47.42 Unrealized +92.3%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $536 Shares 1,390 Est. Cost $333.10 Unrealized +14.7%
DOCT FT CBOE VEST US DEEP BUFF OCT 0.0%
Value ($000) $531 Shares 15,328 Est. Cost $33.08 Unrealized
FISV FISERV INC 0.0%
Value ($000) $526 Shares 4,655 Est. Cost $69.73 Unrealized +76.6%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $494 Shares 6,549 Est. Cost $27.66 Unrealized +169.7%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $492 Shares 8,911 Est. Cost $17.78 Unrealized +200.6%
EBAY EBAY INC 0.0%
Value ($000) $487 Shares 11,048 Est. Cost $23.94 Unrealized +78.3%
CI THE CIGNA GROUP 0.0%
Value ($000) $479 Shares 1,675 Est. Cost $190.77 Unrealized +43.0%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $478 Shares 8,835 Est. Cost $56.62 Unrealized +3.4%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $468 Shares 6,902 Est. Cost $41.19 Unrealized +61.2%
GIS GENERAL MLS INC 0.0%
Value ($000) $465 Shares 7,266 Est. Cost $32.49 Unrealized +98.7%
CSX CSX CORP 0.0%
Value ($000) $436 Shares 14,192 Est. Cost $25.28 Unrealized +21.0%
NOC NORTHROP GRUMMAN CORPORATION 0.0%
Value ($000) $423 Shares 960 Est. Cost $215.19 Unrealized +96.0%
BAX BAXTER INTL INC 0.0%
Value ($000) $420 Shares 11,133 Est. Cost $42.97 Unrealized -6.6%
GLW CORNING INC 0.0%
Value ($000) $416 Shares 13,641 Est. Cost $13.68 Unrealized +124.4%
IWS ISHARES RUSSELL MIDCAP VALUE E 0.0%
Value ($000) $412 Shares 3,952 Est. Cost $64.09 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $399 Shares 1,748 Est. Cost $120.15 Unrealized +90.2%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $388 Shares 1,652 Est. Cost $190.32 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $375 Shares 2,747 Est. Cost $100.41 Unrealized +5.2%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $370 Shares 4,607 Est. Cost $49.96 Unrealized +64.5%
SCHD SCHWAB US DVD EQUITY ETF 0.0%
Value ($000) $369 Shares 5,210 Est. Cost $73.61 Unrealized
ACN ACCENTURE PLC CL A 0.0%
Value ($000) $363 Shares 1,181 Est. Cost $308.44 Unrealized -1.3%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $362 Shares 2,529 Est. Cost $31.32 Unrealized +369.8%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $357 Shares 4,427 Est. Cost $40.47 Unrealized +97.0%
AMT AMERICAN TOWER CORP REIT 0.0%
Value ($000) $355 Shares 2,156 Est. Cost $171.05 Unrealized -2.0%
KEY KEYCORP 0.0%
Value ($000) $352 Shares 32,705 Est. Cost $13.65 Unrealized -28.6%
D DOMINION ENERGY INC 0.0%
Value ($000) $350 Shares 7,829 Est. Cost $47.27 Unrealized -6.8%
BDX BECTON DICKINSON 0.0%
Value ($000) $347 Shares 1,341 Est. Cost $206.83 Unrealized +24.9%
LQD ISHARES IBOXX INV GRD CORP BON 0.0%
Value ($000) $345 Shares 3,384 Est. Cost $117.40 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $343 Shares 1,960 Est. Cost $155.29 Unrealized +14.0%
CME CME GROUP INC. 0.0%
Value ($000) $336 Shares 1,678 Est. Cost $67.16 Unrealized +168.3%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $325 Shares 4,684 Est. Cost $44.87 Unrealized +49.8%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $322 Shares 2,323 Est. Cost $93.28 Unrealized +50.5%
WEN WENDY'S CO/THE 0.0%
Value ($000) $308 Shares 15,085 Est. Cost $6.89 Unrealized +203.0%
XLB MATERIALS SELECT SPDR FUND 0.0%
Value ($000) $307 Shares 3,909 Est. Cost $80.88 Unrealized
ONB OLD NATL BANCORP 0.0%
Value ($000) $306 Shares 21,062 Est. Cost $15.47 Unrealized +0.1%
DJUL FT CBOE VEST US EQ DEEP BUF 0.0%
Value ($000) $304 Shares 8,939 Est. Cost $32.71 Unrealized
ET ENERGY TRANSFER LP 0.0%
Value ($000) $301 Shares 21,444 Est. Cost $9.56 Unrealized
FICO FAIR ISAAC CORP 0.0%
Value ($000) $294 Shares 338 Est. Cost $526.19 Unrealized +63.1%
IVOO VANGUARD S&P MID CAP 400 ETF 0.0%
Value ($000) $288 Shares 3,404 Est. Cost $84.68 Unrealized
ESML ISHARES ESG AWARE MSCI USA SM- 0.0%
Value ($000) $285 Shares 8,463 Est. Cost $38.27 Unrealized
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $279 Shares 9,759 Est. Cost $39.82 Unrealized -31.8%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $268 Shares 3,936 Est. Cost $71.08 Unrealized +2.0%
SO SOUTHERN COMPANY 0.0%
Value ($000) $267 Shares 4,119 Est. Cost $44.01 Unrealized +44.9%
TGT TARGET CORP 0.0%
Value ($000) $266 Shares 2,406 Est. Cost $82.01 Unrealized +41.9%
VO VANGUARD IND FD MID-CAP 0.0%
Value ($000) $265 Shares 1,273 Est. Cost $205.41 Unrealized
IESC IES HOLDINGS INC 0.0%
Value ($000) $263 Shares 4,000 Est. Cost $47.79 Unrealized +36.2%
XLK TECHNOLOGY SELECT SECT SPDR 0.0%
Value ($000) $262 Shares 1,596 Est. Cost $125.75 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $255 Shares 2,396 Est. Cost $93.34 Unrealized +43.5%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $252 Shares 1,583 Est. Cost $165.24 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $252 Shares 1,781 Est. Cost $122.12 Unrealized 0.0%
PWR QUANTA SERVICES INC 0.0%
Value ($000) $251 Shares 1,340 Est. Cost $199.88 Unrealized 0.0%
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $249 Shares 2,688 Est. Cost $58.84 Unrealized +46.4%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $247 Shares 1,736 Est. Cost $87.87 Unrealized +64.2%
MO ALTRIA GROUP INC 0.0%
Value ($000) $246 Shares 5,842 Est. Cost $23.26 Unrealized +56.6%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $242 Shares 621 Est. Cost $333.10 Unrealized +17.5%
AIG AMERICAN INTERNATIONAL GROUP 0.0%
Value ($000) $240 Shares 3,955 Est. Cost $32.13 Unrealized +76.3%
BCE BCE INC 0.0%
Value ($000) $239 Shares 6,252 Est. Cost $36.50 Unrealized -5.2%
CLX CLOROX COMPANY 0.0%
Value ($000) $237 Shares 1,808 Est. Cost $91.15 Unrealized +53.5%
FAD FIRST TRUST MULTI CAP GROWTH 0.0%
Value ($000) $225 Shares 2,250 Est. Cost $85.99 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $223 Shares 513 Est. Cost $359.20 Unrealized +16.0%
SRE SEMPRA 0.0%
Value ($000) $221 Shares 3,242 Est. Cost $61.01 Unrealized +9.2%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $220 Shares 680 Est. Cost $307.90 Unrealized +2.4%
FAPR FT CBOE VEST US EQ BUFF APR ET 0.0%
Value ($000) $220 Shares 6,817 Est. Cost $30.89 Unrealized
DJAN FT CBOE VEST US EQ DEEP JAN 0.0%
Value ($000) $216 Shares 6,682 Est. Cost $30.38 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $215 Shares 2,801 Est. Cost $70.52 Unrealized 0.0%
FJAN FT CBOE VEST US EQ BUFF JAN 0.0%
Value ($000) $214 Shares 5,850 Est. Cost $34.88 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $212 Shares 1,538 Est. Cost $138.11 Unrealized
THO THOR INDUSTRIES INC 0.0%
Value ($000) $204 Shares 2,148 Est. Cost $79.83 Unrealized +24.3%
DAPR FT CB US EQ DEEP BUFF APR ETF 0.0%
Value ($000) $204 Shares 6,726 Est. Cost $30.74 Unrealized
KD KYNDRYL HOLDINGS INC 0.0%
Value ($000) $203 Shares 13,447 Est. Cost $13.53 Unrealized +9.6%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $200 Shares 1,946 Est. Cost $104.35 Unrealized +4.0%
MATTERPORT INC CL A 0.0%
Value ($000) $41 Shares 18,692 Est. Cost $2.73 Unrealized
SAB BIOTHERAPEUTICS INC 0.0%
Value ($000) $6 Shares 10,000 Est. Cost $1.50 Unrealized