CIK: 0000356264 · Show all filings
Period: Q3 2025 (← Previous) (Next →)
Filing Date: Nov 12, 2025
Total Value ($000): $1,897,071 (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value ($000) | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| SRCE | 1ST SOURCE CORP | 5,190,558 | $319,531 | 16.8% | $25.50 | — | COM | 336901103 |
| IWF | ISHARES TR | 568,098 | $266,103 | 14.0% | $118.18 | — | RUS 1000 GRW ETF | 464287614 |
| IWD | ISHARES TR | 686,114 | $139,686 | 7.4% | $124.54 | — | RUS 1000 VAL ETF | 464287598 |
| SPY | SPDR S&P 500 ETF TR | 180,881 | $120,499 | 6.4% | $276.28 | — | TR UNIT | 78462F103 |
| SDY | SPDR SERIES TRUST | 607,596 | $85,094 | 4.5% | $96.12 | — | S&P DIVID ETF | 78464A763 |
| EMXC | ISHARES INC | 741,030 | $50,027 | 2.6% | $51.08 | — | MSCI EMRG CHN | 46434G764 |
| EFA | ISHARES TR | 479,734 | $44,793 | 2.4% | $67.88 | — | MSCI EAFE ETF | 464287465 |
| MSFT | MICROSOFT CORP | 81,869 | $42,404 | 2.2% | $27.19 | +1770.9% | COM | 594918104 |
| VEA | VANGUARD TAX-MANAGED FDS | 605,569 | $36,286 | 1.9% | $37.37 | — | VAN FTSE DEV MKT | 921943858 |
| AAPL | APPLE INC | 140,897 | $35,877 | 1.9% | $84.38 | +167.3% | COM | 037833100 |
| LLY | ELI LILLY & CO | 33,355 | $25,450 | 1.3% | $60.01 | +1136.8% | COM | 532457108 |
| IJH | ISHARES TR | 380,722 | $24,846 | 1.3% | $76.72 | — | CORE S&P MCP ETF | 464287507 |
| GOOGL | ALPHABET INC | 101,138 | $24,587 | 1.3% | $106.55 | +96.3% | CAP STK CL A | 02079K305 |
| IWM | ISHARES TR | 99,499 | $24,075 | 1.3% | $159.50 | — | RUSSELL 2000 ETF | 464287655 |
| IJR | ISHARES TR | 201,587 | $23,955 | 1.3% | $93.21 | — | CORE S&P SCP ETF | 464287804 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 35,820 | $21,350 | 1.1% | $295.44 | — | UTSER1 S&PDCRP | 78467Y107 |
| JPM | JPMORGAN CHASE & CO. | 66,000 | $20,818 | 1.1% | $39.09 | +657.0% | COM | 46625H100 |
| AMZN | AMAZON COM INC | 90,480 | $19,867 | 1.0% | $123.21 | +83.7% | COM | 023135106 |
| HON | HONEYWELL INTL INC | 90,713 | $19,095 | 1.0% | $69.12 | +199.6% | COM | 438516106 |
| NVDA | NVIDIA CORPORATION | 74,082 | $13,822 | 0.7% | $93.54 | +86.3% | COM | 67066G104 |
| GOOG | ALPHABET INC | 53,010 | $12,911 | 0.7% | $108.84 | +92.9% | CAP STK CL C | 02079K107 |
| ORCL | ORACLE CORP | 44,866 | $12,618 | 0.7% | $31.29 | +712.2% | COM | 68389X105 |
| JNJ | JOHNSON & JOHNSON | 68,017 | $12,612 | 0.7% | $59.82 | +183.4% | COM | 478160104 |
| COST | COSTCO WHSL CORP NEW | 11,651 | $10,785 | 0.6% | $191.61 | +399.3% | COM | 22160K105 |
| PATK | PATRICK INDS INC | 102,650 | $10,617 | 0.6% | $55.07 | +89.6% | COM | 703343103 |
| AVGO | BROADCOM INC | 30,339 | $10,009 | 0.5% | $144.42 | +111.7% | COM | 11135F101 |
| PANW | PALO ALTO NETWORKS INC | 47,212 | $9,613 | 0.5% | $138.26 | +38.5% | COM | 697435105 |
| SPYG | SPDR SERIES TRUST | 90,908 | $9,501 | 0.5% | $51.29 | — | PRTFLO S&P500 GW | 78464A409 |
| AXP | AMERICAN EXPRESS CO | 28,467 | $9,456 | 0.5% | $60.91 | +419.7% | COM | 025816109 |
| PEP | PEPSICO INC | 66,018 | $9,272 | 0.5% | $62.76 | +123.8% | COM | 713448108 |
| HD | HOME DEPOT INC | 22,085 | $8,949 | 0.5% | $60.64 | +541.7% | COM | 437076102 |
| MCD | MCDONALDS CORP | 29,415 | $8,939 | 0.5% | $72.29 | +316.9% | COM | 580135101 |
| ADP | AUTOMATIC DATA PROCESSING IN | 29,759 | $8,734 | 0.5% | $46.01 | +547.3% | COM | 053015103 |
| TJX | TJX COS INC NEW | 56,755 | $8,203 | 0.4% | $45.30 | +192.0% | COM | 872540109 |
| EFV | ISHARES TR | 120,929 | $8,203 | 0.4% | $50.69 | — | EAFE VALUE ETF | 464288877 |
| PG | PROCTER AND GAMBLE CO | 53,383 | $8,202 | 0.4% | $66.40 | +133.3% | COM | 742718109 |
| MRK | MERCK & CO INC | 96,067 | $8,063 | 0.4% | $39.79 | +103.6% | COM | 58933Y105 |
| NSC | NORFOLK SOUTHN CORP | 26,830 | $8,060 | 0.4% | $61.74 | +347.1% | COM | 655844108 |
| IBM | INTERNATIONAL BUSINESS MACHS | 28,058 | $7,917 | 0.4% | $116.96 | +121.9% | COM | 459200101 |
| FVD | FIRST TR EXCHANGE-TRADED FD | 170,848 | $7,900 | 0.4% | $31.32 | — | SHS | 33734H106 |
| TMO | THERMO FISHER SCIENTIFIC INC | 16,135 | $7,826 | 0.4% | $102.12 | +355.1% | COM | 883556102 |
| ALL | ALLSTATE CORP | 32,494 | $6,975 | 0.4% | $44.62 | +348.7% | COM | 020002101 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 13,661 | $6,868 | 0.4% | $189.77 | +155.2% | CL B NEW | 084670702 |
| XOM | EXXON MOBIL CORP | 60,146 | $6,781 | 0.4% | $65.03 | +68.7% | COM | 30231G102 |
| CVX | CHEVRON CORP NEW | 43,285 | $6,722 | 0.4% | $77.34 | +96.9% | COM | 166764100 |
| WMT | WALMART INC | 64,562 | $6,654 | 0.4% | $48.05 | +106.5% | COM | 931142103 |
| MA | MASTERCARD INCORPORATED | 10,879 | $6,188 | 0.3% | $116.06 | +394.1% | CL A | 57636Q104 |
| ABBV | ABBVIE INC | 26,671 | $6,175 | 0.3% | $59.93 | +237.0% | COM | 00287Y109 |
| BX | BLACKSTONE INC | 32,160 | $5,495 | 0.3% | $57.12 | +196.7% | COM | 09260D107 |
| CSCO | CISCO SYS INC | 78,871 | $5,396 | 0.3% | $17.21 | +291.6% | COM | 17275R102 |
| DIS | DISNEY WALT CO | 46,272 | $5,298 | 0.3% | $58.21 | +101.0% | COM | 254687106 |
| ISRG | INTUITIVE SURGICAL INC | 11,642 | $5,207 | 0.3% | $294.00 | +63.2% | COM NEW | 46120E602 |
| ABT | ABBOTT LABS | 38,333 | $5,134 | 0.3% | $44.41 | +194.1% | COM | 002824100 |
| BAC | BANK AMERICA CORP | 98,615 | $5,088 | 0.3% | $20.77 | +132.8% | COM | 060505104 |
| GLD | SPDR GOLD TR | 14,212 | $5,052 | 0.3% | $201.35 | — | GOLD SHS | 78463V107 |
| GVI | ISHARES TR | 46,805 | $5,029 | 0.3% | $107.99 | — | INTRM GOV CR ETF | 464288612 |
| AGG | ISHARES TR | 50,004 | $5,013 | 0.3% | $109.99 | — | CORE US AGGBD ET | 464287226 |
| VWO | VANGUARD INTL EQUITY INDEX F | 87,331 | $4,732 | 0.2% | $42.88 | — | FTSE EMR MKT ETF | 922042858 |
| META | META PLATFORMS INC | 6,332 | $4,650 | 0.2% | $285.65 | +160.2% | CL A | 30303M102 |
| EEM | ISHARES TR | 86,319 | $4,609 | 0.2% | $40.27 | — | MSCI EMG MKT ETF | 464287234 |
| CAT | CATERPILLAR INC | 9,617 | $4,589 | 0.2% | $101.76 | +318.0% | COM | 149123101 |
| V | VISA INC | 13,028 | $4,447 | 0.2% | $117.34 | +194.1% | COM CL A | 92826C839 |
| RTX | RTX CORPORATION | 25,565 | $4,278 | 0.2% | $59.79 | +158.0% | COM | 75513E101 |
| DJUN | FIRST TR EXCHNG TRADED FD VI | 90,357 | $4,202 | 0.2% | $45.14 | — | FT VEST US EQT | 33740F714 |
| COP | CONOCOPHILLIPS | 43,200 | $4,086 | 0.2% | $46.84 | +99.2% | COM | 20825C104 |
| DHR | DANAHER CORPORATION | 20,024 | $3,970 | 0.2% | $33.70 | +488.6% | COM | 235851102 |
| QCOM | QUALCOMM INC | 23,694 | $3,942 | 0.2% | $49.68 | +216.4% | COM | 747525103 |
| TRV | TRAVELERS COMPANIES INC | 14,055 | $3,924 | 0.2% | $65.65 | +305.1% | COM | 89417E109 |
| MMM | 3M CO | 24,795 | $3,848 | 0.2% | $67.06 | +128.3% | COM | 88579Y101 |
| XLRE | SELECT SECTOR SPDR TR | 85,623 | $3,607 | 0.2% | $39.06 | — | RL EST SEL SEC | 81369Y860 |
| MET | METLIFE INC | 43,486 | $3,582 | 0.2% | $33.45 | +132.9% | COM | 59156R108 |
| HCA | HCA HEALTHCARE INC | 8,298 | $3,537 | 0.2% | $91.55 | +322.1% | COM | 40412C101 |
| WM | WASTE MGMT INC DEL | 15,681 | $3,463 | 0.2% | $40.57 | +451.3% | COM | 94106L109 |
| GE | GE AEROSPACE | 10,746 | $3,233 | 0.2% | $67.61 | +303.4% | COM NEW | 369604301 |
| LMT | LOCKHEED MARTIN CORP | 6,284 | $3,137 | 0.2% | $340.06 | +31.8% | COM | 539830109 |
| LKFN | LAKELAND FINL CORP | 48,744 | $3,129 | 0.2% | $18.90 | +237.0% | COM | 511656100 |
| QQQ | INVESCO QQQ TR | 4,983 | $2,992 | 0.2% | $219.81 | — | UNIT SER 1 | 46090E103 |
| AEP | AMERICAN ELEC PWR CO INC | 26,576 | $2,990 | 0.2% | $38.99 | +177.5% | COM | 025537101 |
| DE | DEERE & CO | 6,402 | $2,927 | 0.2% | $91.64 | +434.3% | COM | 244199105 |
| MCHP | MICROCHIP TECHNOLOGY INC. | 44,769 | $2,875 | 0.2% | $53.34 | +25.4% | COM | 595017104 |
| SBUX | STARBUCKS CORP | 33,131 | $2,803 | 0.1% | $51.45 | +72.1% | COM | 855244109 |
| PWR | QUANTA SVCS INC | 6,543 | $2,712 | 0.1% | $284.39 | +36.6% | COM | 74762E102 |
| SPYV | SPDR SERIES TRUST | 48,114 | $2,662 | 0.1% | $37.67 | — | PRTFLO S&P500 VL | 78464A508 |
| GD | GENERAL DYNAMICS CORP | 7,547 | $2,574 | 0.1% | $123.29 | +154.5% | COM | 369550108 |
| MS | MORGAN STANLEY | 16,114 | $2,561 | 0.1% | $32.44 | +351.4% | COM NEW | 617446448 |
| NEE | NEXTERA ENERGY INC | 33,466 | $2,526 | 0.1% | $60.47 | +19.4% | COM | 65339F101 |
| YUM | YUM BRANDS INC | 16,559 | $2,517 | 0.1% | $50.43 | +189.7% | COM | 988498101 |
| IVV | ISHARES TR | 3,535 | $2,366 | 0.1% | $400.51 | — | CORE S&P500 ETF | 464287200 |
| AWK | AMERICAN WTR WKS CO INC NEW | 16,519 | $2,299 | 0.1% | $38.28 | +265.8% | COM | 030420103 |
| SCHW | SCHWAB CHARLES CORP | 23,370 | $2,231 | 0.1% | $35.20 | +168.5% | COM | 808513105 |
| ESGU | ISHARES TR | 15,319 | $2,230 | 0.1% | $97.70 | — | ESG AWR MSCI USA | 46435G425 |
| APD | AIR PRODS & CHEMS INC | 8,132 | $2,218 | 0.1% | $75.20 | +279.7% | COM | 009158106 |
| DIA | SPDR DOW JONES INDL AVERAGE | 4,633 | $2,149 | 0.1% | $425.50 | — | UT SER 1 | 78467X109 |
| LOW | LOWES COS INC | 8,548 | $2,148 | 0.1% | $84.36 | +189.5% | COM | 548661107 |
| IWR | ISHARES TR | 21,720 | $2,097 | 0.1% | $81.88 | — | RUS MID CAP ETF | 464287499 |
| SYK | STRYKER CORPORATION | 5,626 | $2,080 | 0.1% | $220.81 | +74.1% | COM | 863667101 |
| IWP | ISHARES TR | 14,110 | $2,009 | 0.1% | $106.32 | — | RUS MD CP GR ETF | 464287481 |
| IBB | ISHARES TR | 13,871 | $2,003 | 0.1% | $156.96 | — | ISHARES BIOTECH | 464287556 |
| NKE | NIKE INC | 26,115 | $1,821 | 0.1% | $52.91 | +39.5% | CL B | 654106103 |
| SYY | SYSCO CORP | 21,790 | $1,794 | 0.1% | $29.91 | +163.6% | COM | 871829107 |
| HYG | ISHARES TR | 21,970 | $1,784 | 0.1% | $74.61 | — | IBOXX HI YD ETF | 464288513 |
| IVW | ISHARES TR | 14,724 | $1,777 | 0.1% | $76.19 | — | S&P 500 GRWT ETF | 464287309 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | 40,054 | $1,747 | 0.1% | $43.63 | — | FT VEST U.S. | 33740F854 |
| VOO | VANGUARD INDEX FDS | 2,715 | $1,663 | 0.1% | $330.27 | — | S&P 500 ETF SHS | 922908363 |
| UNP | UNION PAC CORP | 6,925 | $1,637 | 0.1% | $141.25 | +58.0% | COM | 907818108 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | 31,490 | $1,635 | 0.1% | $51.91 | — | FT VEST US EQT | 33740F862 |
| GEV | GE VERNOVA INC | 2,582 | $1,588 | 0.1% | $165.23 | +266.5% | COM | 36828A101 |
| BA | BOEING CO | 7,347 | $1,586 | 0.1% | $191.76 | +17.6% | COM | 097023105 |
| XLU | SELECT SECTOR SPDR TR | 17,872 | $1,559 | 0.1% | $52.11 | — | SBI INT-UTILS | 81369Y886 |
| CMG | CHIPOTLE MEXICAN GRILL INC | 39,396 | $1,544 | 0.1% | $60.95 | -26.1% | COM | 169656105 |
| CRM | SALESFORCE INC | 6,241 | $1,479 | 0.1% | $180.56 | +39.2% | COM | 79466L302 |
| VZ | VERIZON COMMUNICATIONS INC | 33,114 | $1,455 | 0.1% | $28.60 | +48.6% | COM | 92343V104 |
| USB | US BANCORP DEL | 29,602 | $1,431 | 0.1% | $24.54 | +88.9% | COM NEW | 902973304 |
| PFE | PFIZER INC | 53,972 | $1,375 | 0.1% | $19.82 | +21.8% | COM | 717081103 |
| ETN | EATON CORP PLC | 3,649 | $1,366 | 0.1% | $187.10 | +94.2% | SHS | G29183103 |
| DUK | DUKE ENERGY CORP NEW | 10,921 | $1,351 | 0.1% | $56.43 | +112.3% | COM NEW | 26441C204 |
| DD | DUPONT DE NEMOURS INC | 17,199 | $1,340 | 0.1% | $27.29 | +14.1% | COM | 26614N102 |
| KMB | KIMBERLY-CLARK CORP | 10,637 | $1,323 | 0.1% | $63.06 | +101.1% | COM | 494368103 |
| KO | COCA COLA CO | 19,619 | $1,301 | 0.1% | $40.28 | +68.6% | COM | 191216100 |
| SXI | STANDEX INTL CORP | 6,126 | $1,298 | 0.1% | $172.20 | +9.7% | COM | 854231107 |
| CTVA | CORTEVA INC | 19,125 | $1,293 | 0.1% | $28.24 | +155.6% | COM | 22052L104 |
| JCI | JOHNSON CTLS INTL PLC | 11,401 | $1,254 | 0.1% | $50.71 | +110.7% | SHS | G51502105 |
| BLK | BLACKROCK INC | 1,069 | $1,246 | 0.1% | $987.69 | +12.3% | COM | 09290D101 |
| GWW | GRAINGER W W INC | 1,266 | $1,206 | 0.1% | $262.87 | +280.7% | COM | 384802104 |
| BMY | BRISTOL-MYERS SQUIBB CO | 26,071 | $1,176 | 0.1% | $34.54 | +31.8% | COM | 110122108 |
| MDT | MEDTRONIC PLC | 12,214 | $1,163 | 0.1% | $61.41 | +48.6% | SHS | G5960L103 |
| ADBE | ADOBE INC | 3,236 | $1,142 | 0.1% | $390.22 | -8.1% | COM | 00724F101 |
| FTV | FORTIVE CORP | 22,650 | $1,110 | 0.1% | $33.14 | +48.4% | COM | 34959J108 |
| WFC | WELLS FARGO CO NEW | 13,207 | $1,107 | 0.1% | $33.91 | +137.3% | COM | 949746101 |
| AMD | ADVANCED MICRO DEVICES INC | 6,832 | $1,105 | 0.1% | $130.07 | +24.1% | COM | 007903107 |
| LHX | L3HARRIS TECHNOLOGIES INC | 3,572 | $1,091 | 0.1% | $174.94 | +55.1% | COM | 502431109 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | 20,611 | $1,090 | 0.1% | $37.36 | — | FT VEST US EQT | 33740F847 |
| ZTS | ZOETIS INC | 7,441 | $1,089 | 0.1% | $100.75 | +49.4% | CL A | 98978V103 |
| MRVL | MARVELL TECHNOLOGY INC | 12,826 | $1,078 | 0.1% | $62.08 | +18.4% | COM | 573874104 |
| VB | VANGUARD INDEX FDS | 4,134 | $1,051 | 0.1% | $169.19 | — | SMALL CP ETF | 922908751 |
| T | AT&T INC | 35,917 | $1,014 | 0.1% | $12.44 | +125.7% | COM | 00206R102 |
| NI | NISOURCE INC | 23,323 | $1,010 | 0.1% | $11.02 | +272.4% | COM | 65473P105 |
| VTV | VANGUARD INDEX FDS | 5,402 | $1,007 | 0.1% | $165.27 | — | VALUE ETF | 922908744 |
| ESGD | ISHARES TR | 10,829 | $1,007 | 0.1% | $71.34 | — | ESG AW MSCI EAFE | 46435G516 |
| IVE | ISHARES TR | 4,874 | $1,007 | 0.1% | $158.43 | — | S&P 500 VAL ETF | 464287408 |
| NUE | NUCOR CORP | 7,364 | $997 | 0.1% | $38.67 | +263.3% | COM | 670346105 |
| BP | BP PLC | 28,431 | $980 | 0.1% | $33.28 | — | SPONSORED ADR | 055622104 |
| EMR | EMERSON ELEC CO | 7,408 | $972 | 0.1% | $63.90 | +112.0% | COM | 291011104 |
| NOBL | PROSHARES TR | 9,424 | $971 | 0.1% | $95.55 | — | S&P 500 DV ARIST | 74348A467 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | 20,460 | $955 | 0.1% | $46.70 | — | FT VEST US EQT | 33740F698 |
| GLW | CORNING INC | 11,406 | $936 | 0.0% | $14.48 | +348.6% | COM | 219350105 |
| PYPL | PAYPAL HLDGS INC | 13,901 | $932 | 0.0% | $60.27 | +16.7% | COM | 70450Y103 |
| ITW | ILLINOIS TOOL WKS INC | 3,561 | $929 | 0.0% | $160.29 | +60.5% | COM | 452308109 |
| ENB | ENBRIDGE INC | 18,224 | $920 | 0.0% | $25.69 | +79.5% | COM | 29250N105 |
| CVS | CVS HEALTH CORP | 11,889 | $896 | 0.0% | $61.97 | +9.4% | COM | 126650100 |
| MPC | MARATHON PETE CORP | 4,544 | $876 | 0.0% | $63.89 | +173.1% | COM | 56585A102 |
| CB | CHUBB LIMITED | 3,022 | $853 | 0.0% | $139.31 | +97.6% | COM | H1467J104 |
| FISV | FISERV INC | 6,614 | $853 | 0.0% | $100.23 | +43.0% | COM | 337738108 |
| CBT | CABOT CORP | 11,128 | $846 | 0.0% | $27.93 | +176.3% | COM | 127055101 |
| PSX | PHILLIPS 66 | 6,221 | $846 | 0.0% | $58.24 | +117.0% | COM | 718546104 |
| AMGN | AMGEN INC | 2,915 | $823 | 0.0% | $126.53 | +126.5% | COM | 031162100 |
| DLR | DIGITAL RLTY TR INC | 4,728 | $817 | 0.0% | $135.18 | +24.8% | COM | 253868103 |
| MAS | MASCO CORP | 11,350 | $799 | 0.0% | $29.49 | +137.0% | COM | 574599106 |
| IESC | IES HLDGS INC | 2,000 | $795 | 0.0% | $95.85 | +259.1% | COM | 44951W106 |
| EW | EDWARDS LIFESCIENCES CORP | 10,194 | $793 | 0.0% | $59.51 | +31.3% | COM | 28176E108 |
| CAH | CARDINAL HEALTH INC | 5,043 | $792 | 0.0% | $37.35 | +311.2% | COM | 14149Y108 |
| CMI | CUMMINS INC | 1,800 | $760 | 0.0% | $137.01 | +177.8% | COM | 231021106 |
| INTU | INTUIT | 1,084 | $740 | 0.0% | $144.09 | +399.3% | COM | 461202103 |
| CTS | CTS CORP | 18,172 | $726 | 0.0% | $30.27 | +36.7% | COM | 126501105 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | 22,500 | $724 | 0.0% | $22.67 | — | FT VEST NAS | 33740F581 |
| EBAY | EBAY INC. | 7,725 | $703 | 0.0% | $23.94 | +267.4% | COM | 278642103 |
| INTC | INTEL CORP | 20,391 | $684 | 0.0% | $17.47 | +38.7% | COM | 458140100 |
| FBT | FIRST TR EXCHANGE-TRADED FD | 3,757 | $674 | 0.0% | $140.78 | — | NY ARCA BIOTECH | 33733E203 |
| KEY | KEYCORP | 35,960 | $672 | 0.0% | $15.75 | +15.4% | COM | 493267108 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 6,785 | $668 | 0.0% | $106.05 | -7.0% | COM | 98956P102 |
| UNH | UNITEDHEALTH GROUP INC | 1,928 | $666 | 0.0% | $259.00 | +15.4% | COM | 91324P102 |
| VLO | VALERO ENERGY CORP | 3,828 | $652 | 0.0% | $136.09 | +8.6% | COM | 91913Y100 |
| MUB | ISHARES TR | 6,060 | $645 | 0.0% | $107.89 | — | NATIONAL MUN ETF | 464288414 |
| CMCSA | COMCAST CORP NEW | 20,082 | $631 | 0.0% | $29.86 | +11.1% | CL A | 20030N101 |
| NOC | NORTHROP GRUMMAN CORP | 996 | $607 | 0.0% | $237.75 | +136.9% | COM | 666807102 |
| GRAL | GRAIL INC | 10,042 | $594 | 0.0% | $31.72 | +20.5% | COM | 384747101 |
| IWB | ISHARES TR | 1,615 | $590 | 0.0% | $214.55 | — | RUS 1000 ETF | 464287622 |
| EOG | EOG RES INC | 5,208 | $584 | 0.0% | $68.38 | +72.5% | COM | 26875P101 |
| HBNC | HORIZON BANCORP INC | 36,000 | $576 | 0.0% | $14.83 | +8.0% | COM | 440407104 |
| RSP | INVESCO EXCHANGE TRADED FD T | 3,037 | $576 | 0.0% | $179.51 | — | S&P500 EQL WGT | 46137V357 |
| VTI | VANGUARD INDEX FDS | 1,706 | $560 | 0.0% | $291.07 | — | TOTAL STK MKT | 922908769 |
| CARR | CARRIER GLOBAL CORPORATION | 9,249 | $552 | 0.0% | $21.10 | +220.6% | COM | 14448C104 |
| ELV | ELEVANCE HEALTH INC FORMERLY | 1,708 | $552 | 0.0% | $241.02 | +27.8% | COM | 036752103 |
| ROK | ROCKWELL AUTOMATION INC | 1,575 | $551 | 0.0% | $94.07 | +265.1% | COM | 773903109 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | 11,496 | $535 | 0.0% | $42.15 | — | FT VEST US | 33740F771 |
| IWS | ISHARES TR | 3,802 | $531 | 0.0% | $64.09 | — | RUS MDCP VAL ETF | 464287473 |
| SO | SOUTHERN CO | 5,501 | $521 | 0.0% | $55.59 | +65.9% | COM | 842587107 |
| TSLA | TESLA INC | 1,153 | $513 | 0.0% | $234.52 | +47.9% | COM | 88160R101 |
| XLE | SELECT SECTOR SPDR TR | 5,689 | $508 | 0.0% | $73.98 | — | ENERGY | 81369Y506 |
| GS | GOLDMAN SACHS GROUP INC | 636 | $506 | 0.0% | $316.51 | +132.2% | COM | 38141G104 |
| DOW | DOW INC | 21,417 | $491 | 0.0% | $37.65 | -35.4% | COM | 260557103 |
| XLK | SELECT SECTOR SPDR TR | 1,736 | $489 | 0.0% | $136.17 | — | TECHNOLOGY | 81369Y803 |
| ESML | ISHARES TR | 10,818 | $488 | 0.0% | $38.96 | — | ESG AWARE MSCI | 46435U663 |
| CI | THE CIGNA GROUP | 1,674 | $483 | 0.0% | $192.21 | +52.5% | COM | 125523100 |
| ADI | ANALOG DEVICES INC | 1,953 | $480 | 0.0% | $161.90 | +47.6% | COM | 032654105 |
| MU | MICRON TECHNOLOGY INC | 2,818 | $472 | 0.0% | $95.31 | +34.1% | COM | 595112103 |
| AMAT | APPLIED MATLS INC | 2,295 | $470 | 0.0% | $100.05 | +80.7% | COM | 038222105 |
| D | DOMINION ENERGY INC | 7,544 | $461 | 0.0% | $46.62 | +25.1% | COM | 25746U109 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1,634 | $456 | 0.0% | $180.18 | — | SPONSORED ADS | 874039100 |
| SCHD | SCHWAB STRATEGIC TR | 16,669 | $455 | 0.0% | $41.83 | — | US DIVIDEND EQ | 808524797 |
| CME | CME GROUP INC | 1,639 | $443 | 0.0% | $67.16 | +301.8% | COM | 12572Q105 |
| AMT | AMERICAN TOWER CORP NEW | 2,292 | $441 | 0.0% | $180.63 | +13.2% | COM | 03027X100 |
| PM | PHILIP MORRIS INTL INC | 2,713 | $440 | 0.0% | $64.87 | +154.6% | COM | 718172109 |
| PH | PARKER-HANNIFIN CORP | 568 | $431 | 0.0% | $346.43 | +112.2% | COM | 701094104 |
| SOLV | SOLVENTUM CORP | 5,866 | $428 | 0.0% | $60.70 | +20.8% | COM SHS | 83444M101 |
| NFLX | NETFLIX INC | 355 | $426 | 0.0% | $69.90 | +74.6% | COM | 64110L106 |
| YUMC | YUM CHINA HLDGS INC | 9,880 | $424 | 0.0% | $27.84 | +63.3% | COM | 98850P109 |
| OTIS | OTIS WORLDWIDE CORP | 4,516 | $413 | 0.0% | $51.74 | +74.2% | COM | 68902V107 |
| TXN | TEXAS INSTRS INC | 2,244 | $412 | 0.0% | $108.14 | +78.7% | COM | 882508104 |
| FDX | FEDEX CORP | 1,735 | $409 | 0.0% | $220.55 | +3.5% | COM | 31428X106 |
| SPIB | SPDR SERIES TRUST | 12,001 | $407 | 0.0% | $33.63 | — | PORTFOLIO INTRMD | 78464A375 |
| SLB | SCHLUMBERGER LTD | 11,726 | $403 | 0.0% | $28.67 | +19.8% | COM STK | 806857108 |
| VO | VANGUARD INDEX FDS | 1,371 | $403 | 0.0% | $210.08 | — | MID CAP ETF | 922908629 |
| KD | KYNDRYL HLDGS INC | 13,405 | $403 | 0.0% | $13.53 | +153.8% | COMMON STOCK | 50155Q100 |
| ET | ENERGY TRANSFER L P | 22,994 | $395 | 0.0% | $10.01 | — | COM UT LTD PTN | 29273V100 |
| J | JACOBS SOLUTIONS INC | 2,600 | $390 | 0.0% | $100.41 | +42.6% | COM | 46982L108 |
| RSG | REPUBLIC SVCS INC | 1,693 | $389 | 0.0% | $87.87 | +165.5% | COM | 760759100 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 5,753 | $386 | 0.0% | $41.19 | +74.4% | CL A | 192446102 |
| MO | ALTRIA GROUP INC | 5,822 | $385 | 0.0% | $25.21 | +143.6% | COM | 02209S103 |
| ACN | ACCENTURE PLC IRELAND | 1,554 | $383 | 0.0% | $314.05 | -17.0% | SHS CLASS A | G1151C101 |
| IVOO | VANGUARD ADMIRAL FDS INC | 3,404 | $376 | 0.0% | $84.68 | — | MIDCP 400 IDX | 921932885 |
| REZI | RESIDEO TECHNOLOGIES INC | 8,608 | $372 | 0.0% | $31.24 | 0.0% | COM | 76118Y104 |
| TFC | TRUIST FINL CORP | 8,114 | $371 | 0.0% | $39.94 | +11.0% | COM | 89832Q109 |
| UPS | UNITED PARCEL SERVICE INC | 4,407 | $368 | 0.0% | $103.13 | -14.5% | CL B | 911312106 |
| MDLZ | MONDELEZ INTL INC | 5,792 | $362 | 0.0% | $52.66 | +20.4% | CL A | 609207105 |
| AFL | AFLAC INC | 3,155 | $352 | 0.0% | $71.52 | +45.7% | COM | 001055102 |
| DRI | DARDEN RESTAURANTS INC | 1,844 | $351 | 0.0% | $31.32 | +550.7% | COM | 237194105 |
| WEC | WEC ENERGY GROUP INC | 3,021 | $346 | 0.0% | $41.39 | +158.8% | COM | 92939U106 |
| ADM | ARCHER DANIELS MIDLAND CO | 5,757 | $344 | 0.0% | $27.99 | +106.4% | COM | 039483102 |
| MCK | MCKESSON CORP | 434 | $335 | 0.0% | $359.20 | +95.7% | COM | 58155Q103 |
| XLB | SELECT SECTOR SPDR TR | 3,704 | $332 | 0.0% | $80.88 | — | SBI MATERIALS | 81369Y100 |
| ICF | ISHARES TR | 5,369 | $331 | 0.0% | $61.33 | — | SELECT US REIT | 464287564 |
| VBR | VANGUARD INDEX FDS | 1,583 | $330 | 0.0% | $165.24 | — | SM CP VAL ETF | 922908611 |
| HUM | HUMANA INC | 1,265 | $329 | 0.0% | $158.42 | +64.9% | COM | 444859102 |
| ONB | OLD NATL BANCORP IND | 14,804 | $325 | 0.0% | $15.47 | +42.9% | COM | 680033107 |
| GIS | GENERAL MLS INC | 6,336 | $319 | 0.0% | $32.49 | +52.2% | COM | 370334104 |
| SLV | ISHARES SILVER TR | 7,500 | $318 | 0.0% | $30.99 | — | ISHARES | 46428Q109 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | 6,278 | $315 | 0.0% | $35.52 | — | FT VEST US EQT | 33740F623 |
| CTAS | CINTAS CORP | 1,520 | $312 | 0.0% | $176.48 | +20.6% | COM | 172908105 |
| IBIT | ISHARES BITCOIN TRUST ETF | 4,750 | $309 | 0.0% | $53.80 | — | SHS BEN INT | 46438F101 |
| CEG | CONSTELLATION ENERGY CORP | 914 | $301 | 0.0% | $263.84 | +22.1% | COM | 21037T109 |
| RAL | RALLIANT CORP | 6,819 | $298 | 0.0% | $44.46 | 0.0% | COM | 750940108 |
| PGR | PROGRESSIVE CORP | 1,202 | $297 | 0.0% | $149.57 | +54.9% | COM | 743315103 |
| SHOP | SHOPIFY INC | 1,968 | $292 | 0.0% | $135.57 | 0.0% | CL A SUB VTG SHS | 82509L107 |
| VUG | VANGUARD INDEX FDS | 606 | $291 | 0.0% | $374.60 | — | GROWTH ETF | 922908736 |
| VLTO | VERALTO CORP | 2,721 | $290 | 0.0% | $73.75 | +42.7% | COM SHS | 92338C103 |
| AZO | AUTOZONE INC | 63 | $270 | 0.0% | $3166.27 | +26.7% | COM | 053332102 |
| SRE | SEMPRA | 2,940 | $265 | 0.0% | $61.95 | +28.9% | COM | 816851109 |
| AIG | AMERICAN INTL GROUP INC | 3,300 | $259 | 0.0% | $32.13 | +146.2% | COM NEW | 026874784 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | 1,606 | $258 | 0.0% | $133.60 | — | COM SHS | 33733F101 |
| XLF | SELECT SECTOR SPDR TR | 4,635 | $250 | 0.0% | $48.60 | — | FINANCIAL | 81369Y605 |
| WRB | BERKLEY W R CORP | 3,075 | $236 | 0.0% | $59.89 | +16.9% | COM | 084423102 |
| MTUM | ISHARES TR | 909 | $233 | 0.0% | $202.76 | — | MSCI USA MMENTM | 46432F396 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 3,072 | $231 | 0.0% | $71.40 | +4.4% | COMMON STOCK | 36266G107 |
| THO | THOR INDS INC | 2,191 | $227 | 0.0% | $99.75 | 0.0% | COM | 885160101 |
| ECL | ECOLAB INC | 823 | $225 | 0.0% | $270.32 | 0.0% | COM | 278865100 |
| FITB | FIFTH THIRD BANCORP | 4,921 | $219 | 0.0% | $36.56 | +17.7% | COM | 316773100 |
| SHEL | SHELL PLC | 3,059 | $219 | 0.0% | $70.41 | — | SPON ADS | 780259305 |
| STLD | STEEL DYNAMICS INC | 1,564 | $218 | 0.0% | $126.36 | +3.2% | COM | 858119100 |
| DLTR | DOLLAR TREE INC | 2,272 | $214 | 0.0% | $86.31 | +24.0% | COM | 256746108 |
| XLV | SELECT SECTOR SPDR TR | 1,521 | $212 | 0.0% | $136.41 | — | SBI HEALTHCARE | 81369Y209 |
| ETR | ENTERGY CORP NEW | 2,270 | $212 | 0.0% | $87.11 | 0.0% | COM | 29364G103 |
| PNC | PNC FINL SVCS GROUP INC | 1,050 | $211 | 0.0% | $146.60 | +33.5% | COM | 693475105 |
| COR | CENCORA INC | 668 | $209 | 0.0% | $249.56 | +17.6% | COM | 03073E105 |
| AZN | ASTRAZENECA PLC | 2,622 | $201 | 0.0% | $76.72 | — | SPONSORED ADR | 046353108 |
| WEN | WENDYS CO | 14,585 | $134 | 0.0% | $6.89 | +49.0% | COM | 95058W100 |
| — | DRAGONFLY ENERGY HOLDINGS CO | 17,329 | $10 | 0.0% | $0.59 | — | COM NEW | 26145B304 |