COZAD ASSET MANAGEMENT INC Diversified Active

CIK: 0000709428 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 8, 2025

Total Value ($000): $1,000,609 (100.0% shares, 0.0% debt)

Holdings (384)

VTI Vanguard Total Stock Market ETF 3.2%
Value ($000) $32,146 Shares 116,963 Est. Cost $195.13 Unrealized
AAPL Apple Inc. 3.2%
Value ($000) $31,954 Shares 143,854 Est. Cost $111.66 Unrealized +106.7%
Nvidia Corp. 2.0%
Value ($000) $19,634 Shares 181,163 Est. Cost $136.87 Unrealized
AMZN Amazon.com, Inc. 1.8%
Value ($000) $17,910 Shares 94,132 Est. Cost $120.73 Unrealized +79.7%
LLY Lilly (Eli) 1.7%
Value ($000) $16,573 Shares 20,066 Est. Cost $682.29 Unrealized +21.2%
Invesco S&P 500 Quality ETF A 1.6%
Value ($000) $16,217 Shares 244,453 Est. Cost $44.24 Unrealized
COST Costco Wholesale Corp. 1.6%
Value ($000) $16,151 Shares 17,077 Est. Cost $309.31 Unrealized +213.8%
Broadcom Inc. 1.6%
Value ($000) $15,843 Shares 94,624 Est. Cost $189.89 Unrealized
Alphabet Inc., Cl. A 1.6%
Value ($000) $15,563 Shares 100,642 Est. Cost $163.85 Unrealized
SCHD Schwab US Div Equity ETF 1.5%
Value ($000) $15,406 Shares 550,987 Est. Cost $39.73 Unrealized
MGC Vanguard Mega Cap ETF 1.5%
Value ($000) $14,615 Shares 72,572 Est. Cost $122.73 Unrealized
VIG Vanguard Dividend Appreciation ETF 1.4%
Value ($000) $14,157 Shares 72,978 Est. Cost $123.67 Unrealized
Meta Platforms, Inc. 1.3%
Value ($000) $13,347 Shares 23,157 Est. Cost $409.81 Unrealized
MasterCard, Inc. 1.3%
Value ($000) $13,179 Shares 24,044 Est. Cost $320.72 Unrealized
Blackstone Group Inc. Cl. A 1.3%
Value ($000) $12,993 Shares 92,955 Est. Cost $69.70 Unrealized
URI United Rentals, Inc. 1.3%
Value ($000) $12,844 Shares 20,495 Est. Cost $165.58 Unrealized +312.0%
UnitedHealth Group 1.2%
Value ($000) $12,442 Shares 23,755 Est. Cost $381.37 Unrealized
CMG Chipotle Mexican Grill, A 1.2%
Value ($000) $11,765 Shares 234,313 Est. Cost $61.31 Unrealized -11.3%
LRCX LAM Research Corp. 1.2%
Value ($000) $11,715 Shares 161,140 Est. Cost $76.13 Unrealized +2.6%
VOO Vanguard S&P 500 ETF 1.2%
Value ($000) $11,701 Shares 22,769 Est. Cost $439.82 Unrealized
Pacer U.S. Cash Cows 100 - ETF 1.2%
Value ($000) $11,574 Shares 211,351 Est. Cost $49.46 Unrealized
GS Goldman Sachs Group 1.1%
Value ($000) $11,377 Shares 20,826 Est. Cost $526.58 Unrealized +12.2%
FLEX Flextronics Internat'l. Ltd. 1.1%
Value ($000) $11,242 Shares 339,834 Est. Cost $20.56 Unrealized +90.5%
FISV Fiserv, Inc. 1.1%
Value ($000) $11,092 Shares 50,228 Est. Cost $86.23 Unrealized +153.9%
AppLovin Corporation 1.1%
Value ($000) $10,846 Shares 40,933 Est. Cost $278.70 Unrealized
GSLC Goldman Sachs ActiveBeta US LargeCp Eq ETF 1.0%
Value ($000) $10,457 Shares 94,994 Est. Cost $79.86 Unrealized
HCA Healthcare Co. 1.0%
Value ($000) $10,242 Shares 29,639 Est. Cost $140.22 Unrealized
MSFT Microsoft Corporation 1.0%
Value ($000) $10,087 Shares 26,869 Est. Cost $220.64 Unrealized +83.6%
VO Vanguard Mid Cap ETF 1.0%
Value ($000) $9,801 Shares 37,899 Est. Cost $198.74 Unrealized
Vanguard Russell 1000 ETF 0.9%
Value ($000) $9,177 Shares 36,150 Est. Cost $154.83 Unrealized
JPEF JPMorgan Equity Focus - ETF 0.9%
Value ($000) $8,671 Shares 136,202 Est. Cost $57.96 Unrealized
Interactive Brokers Group, Inc. 0.9%
Value ($000) $8,516 Shares 51,430 Est. Cost $105.63 Unrealized
HD Home Depot, Inc. 0.8%
Value ($000) $8,041 Shares 21,941 Est. Cost $169.67 Unrealized +124.4%
Cheniere Energy, Inc 0.8%
Value ($000) $7,707 Shares 33,306 Est. Cost $146.04 Unrealized
BUSE First Busey Corp. 0.8%
Value ($000) $7,659 Shares 354,570 Est. Cost $19.87 Unrealized +11.6%
TSM Taiwan Semiconductor Mfg. Co. Ltd. 0.8%
Value ($000) $7,562 Shares 45,553 Est. Cost $150.31 Unrealized
SPY SPDR S&P 500 ETF 0.8%
Value ($000) $7,543 Shares 13,484 Est. Cost $394.90 Unrealized
GEN Gen Digital Inc. 0.7%
Value ($000) $7,283 Shares 274,400 Est. Cost $24.33 Unrealized +10.9%
OC Owens Corning 0.7%
Value ($000) $7,159 Shares 50,128 Est. Cost $109.00 Unrealized +51.7%
BRK/B Berkshire Hathaway, Cl. B 0.7%
Value ($000) $7,105 Shares 13,340 Est. Cost $233.40 Unrealized +108.3%
FDL First Trust Morningstar Div Leaders ETF 0.7%
Value ($000) $6,856 Shares 157,816 Est. Cost $30.22 Unrealized
VOOG Vanguard S&P 500 Growth ETF 0.7%
Value ($000) $6,594 Shares 19,713 Est. Cost $199.52 Unrealized
VB Vanguard Index Small Cap ETF 0.7%
Value ($000) $6,544 Shares 29,513 Est. Cost $166.72 Unrealized
COR Cencora, Inc. 0.7%
Value ($000) $6,525 Shares 23,464 Est. Cost $244.75 Unrealized +2.0%
IJR IShares S&P SmallCap 600 Index ETF 0.6%
Value ($000) $6,355 Shares 60,769 Est. Cost $94.67 Unrealized
Invesco QQQ Tr Unit Ser. 1 ETF 0.6%
Value ($000) $6,163 Shares 13,142 Est. Cost $327.91 Unrealized
ADM Archer Daniels Midland 0.6%
Value ($000) $6,095 Shares 126,958 Est. Cost $38.11 Unrealized +22.8%
UHS Universal Health Svcs., Cl. B 0.6%
Value ($000) $6,066 Shares 32,282 Est. Cost $179.89 Unrealized +1.0%
Intercontinental Exchange Group 0.6%
Value ($000) $5,883 Shares 34,105 Est. Cost $96.13 Unrealized
SPGP Invesco S&P 500 GARP - ETF 0.6%
Value ($000) $5,680 Shares 56,868 Est. Cost $85.75 Unrealized
TMUS T-Mobile US Inc. 0.6%
Value ($000) $5,595 Shares 20,980 Est. Cost $142.39 Unrealized +70.7%
SPDR S&P Value ETF 0.6%
Value ($000) $5,586 Shares 109,387 Est. Cost $36.63 Unrealized
Expedia Group Inc. 0.5%
Value ($000) $5,279 Shares 31,401 Est. Cost $139.54 Unrealized
Targa Resources Corp. 0.5%
Value ($000) $5,248 Shares 26,180 Est. Cost $198.87 Unrealized
First Trust Rising Dividend Achievers ETF 0.5%
Value ($000) $5,245 Shares 89,600 Est. Cost $50.91 Unrealized
IWY iShares Russell Top 200 Growth ETF 0.5%
Value ($000) $4,865 Shares 23,061 Est. Cost $169.17 Unrealized
IShares MSCI USA Momentum Factor ETF 0.5%
Value ($000) $4,837 Shares 23,929 Est. Cost $136.54 Unrealized
TMO Thermo Fisher Scientific, Inc. 0.5%
Value ($000) $4,765 Shares 9,575 Est. Cost $263.74 Unrealized +104.7%
Capital Group Growth - ETF 0.5%
Value ($000) $4,757 Shares 138,895 Est. Cost $30.73 Unrealized
ProShares S&P 500 Dividend Aristocrats ETF 0.5%
Value ($000) $4,661 Shares 45,612 Est. Cost $86.30 Unrealized
IWV IShares Russell 3000 Index ETF 0.5%
Value ($000) $4,625 Shares 14,559 Est. Cost $180.52 Unrealized
Invesco S&P 500 Low Volatility ETF 0.5%
Value ($000) $4,606 Shares 61,646 Est. Cost $58.52 Unrealized
Vanguard Russell 1000 Growth ETF 0.4%
Value ($000) $4,491 Shares 48,400 Est. Cost $91.92 Unrealized
Garmin Ltd. 0.4%
Value ($000) $4,421 Shares 20,360 Est. Cost $100.36 Unrealized
IShares MSCI USA Minimum Volatility ETF 0.4%
Value ($000) $4,343 Shares 46,371 Est. Cost $62.54 Unrealized
WMT Wal-Mart Stores 0.4%
Value ($000) $3,991 Shares 45,456 Est. Cost $52.82 Unrealized +76.0%
IJH IShares S&P Midcap 400 Index ETF 0.4%
Value ($000) $3,990 Shares 68,374 Est. Cost $83.08 Unrealized
SCHB Schwab US Broad Market ETF 0.4%
Value ($000) $3,963 Shares 184,089 Est. Cost $35.71 Unrealized
Cardinal Health 0.4%
Value ($000) $3,852 Shares 27,963 Est. Cost $71.54 Unrealized
Salesforce.com 0.4%
Value ($000) $3,845 Shares 14,329 Est. Cost $195.88 Unrealized
AbbVie, Inc. 0.4%
Value ($000) $3,833 Shares 18,297 Est. Cost $112.37 Unrealized
CALF Pacer U.S. Small Cap Cash Cows 100 - ETF 0.4%
Value ($000) $3,827 Shares 102,055 Est. Cost $44.48 Unrealized
iShares MSCI Multifactor USA Small-Cap ETF 0.4%
Value ($000) $3,820 Shares 61,459 Est. Cost $55.87 Unrealized
Quanta Services, Inc. 0.4%
Value ($000) $3,700 Shares 14,555 Est. Cost $39.23 Unrealized
KO Coca Cola 0.4%
Value ($000) $3,647 Shares 50,917 Est. Cost $44.50 Unrealized +46.0%
PAYX PayChex Inc. 0.4%
Value ($000) $3,506 Shares 22,723 Est. Cost $64.71 Unrealized +121.3%
VUG Vanguard Growth ETF 0.3%
Value ($000) $3,481 Shares 9,387 Est. Cost $243.91 Unrealized
First Trust Value Line Dividend ETF 0.3%
Value ($000) $3,345 Shares 75,021 Est. Cost $30.78 Unrealized
RPM RPM Inc. Ohio 0.3%
Value ($000) $3,113 Shares 26,914 Est. Cost $58.81 Unrealized +106.7%
FBND Fidelity Merrimack Str Total Bond Fund ETF 0.3%
Value ($000) $3,048 Shares 66,763 Est. Cost $45.37 Unrealized
QQEW First Trust NASDAQ-100 Equal Wtd ETF 0.3%
Value ($000) $3,042 Shares 25,157 Est. Cost $85.38 Unrealized
JPM J.P. Morgan Chase & Co. 0.3%
Value ($000) $3,016 Shares 12,294 Est. Cost $132.08 Unrealized +90.0%
JBL Jabil Circuit, Inc. 0.3%
Value ($000) $3,013 Shares 22,140 Est. Cost $75.69 Unrealized +102.9%
Invesco Russell 1000 Dynamic Multi ETF 0.3%
Value ($000) $2,995 Shares 56,174 Est. Cost $43.22 Unrealized
SHW Sherwin Williams Company 0.3%
Value ($000) $2,985 Shares 8,549 Est. Cost $253.47 Unrealized +37.3%
IWM IShares Russell 2000 Index ETF 0.3%
Value ($000) $2,951 Shares 14,792 Est. Cost $185.43 Unrealized
JNJ Johnson & Johnson 0.3%
Value ($000) $2,949 Shares 17,784 Est. Cost $126.10 Unrealized +20.9%
DLR Digital Realty Trust Inc. 0.3%
Value ($000) $2,902 Shares 20,256 Est. Cost $95.97 Unrealized +64.7%
First Trust SMID Cap Rising Div Achv ETF 0.3%
Value ($000) $2,848 Shares 85,019 Est. Cost $29.71 Unrealized
VYM Vanguard High Dividend Yield ETF 0.3%
Value ($000) $2,819 Shares 21,862 Est. Cost $88.91 Unrealized
Alphabet Inc., Cl. C 0.3%
Value ($000) $2,808 Shares 17,976 Est. Cost $167.76 Unrealized
GSIE Goldman Sachs ActiveBeta Int'l Eq ETF 0.3%
Value ($000) $2,805 Shares 78,671 Est. Cost $30.18 Unrealized
WMB Williams Companies 0.3%
Value ($000) $2,789 Shares 46,672 Est. Cost $19.02 Unrealized +191.5%
Visa Inc. 0.3%
Value ($000) $2,783 Shares 7,940 Est. Cost $253.28 Unrealized
CALM Cal-Maine Foods, Inc. 0.3%
Value ($000) $2,758 Shares 30,339 Est. Cost $47.22 Unrealized +91.7%
Vanguard Information Technology ETF 0.3%
Value ($000) $2,756 Shares 5,082 Est. Cost $341.75 Unrealized
SNA Snap-on Incorporated 0.3%
Value ($000) $2,747 Shares 8,151 Est. Cost $214.13 Unrealized +54.9%
PEP PepsiCo Inc 0.3%
Value ($000) $2,672 Shares 17,821 Est. Cost $104.17 Unrealized +37.7%
FTCS First Trust Capital Strength ETF 0.3%
Value ($000) $2,650 Shares 29,563 Est. Cost $66.78 Unrealized
PG Procter and Gamble 0.3%
Value ($000) $2,619 Shares 15,369 Est. Cost $99.46 Unrealized +64.8%
GLW Corning Inc. 0.3%
Value ($000) $2,534 Shares 55,356 Est. Cost $31.95 Unrealized +52.0%
IBM I.B.M. 0.3%
Value ($000) $2,533 Shares 10,188 Est. Cost $134.47 Unrealized +78.0%
IWR IShares Russell Midcap Index ETF 0.3%
Value ($000) $2,528 Shares 29,721 Est. Cost $55.83 Unrealized
AVUV Avantis U.S. Small Cap Value - ETF 0.2%
Value ($000) $2,473 Shares 28,370 Est. Cost $90.06 Unrealized
Vanguard World Health Care ETF 0.2%
Value ($000) $2,440 Shares 9,218 Est. Cost $206.04 Unrealized
DKS Dicks Sporting Goods 0.2%
Value ($000) $2,429 Shares 12,049 Est. Cost $135.05 Unrealized +61.5%
Hilton Worldwide Holdings, Inc. 0.2%
Value ($000) $2,392 Shares 10,510 Est. Cost $159.42 Unrealized
Enbridge Inc. 0.2%
Value ($000) $2,379 Shares 53,746 Est. Cost $36.44 Unrealized
NFG National Fuel Gas Co. 0.2%
Value ($000) $2,368 Shares 29,905 Est. Cost $62.25 Unrealized +15.5%
AVT Avnet Inc. 0.2%
Value ($000) $2,350 Shares 48,861 Est. Cost $40.52 Unrealized +21.8%
Capital Group Dividend Value - ETF 0.2%
Value ($000) $2,325 Shares 65,238 Est. Cost $32.04 Unrealized
NUE Nucor Corp. 0.2%
Value ($000) $2,312 Shares 19,214 Est. Cost $71.29 Unrealized +77.8%
Allete, Inc. 0.2%
Value ($000) $2,294 Shares 34,922 Est. Cost $56.19 Unrealized
MCD McDonalds Corp. 0.2%
Value ($000) $2,292 Shares 7,337 Est. Cost $186.05 Unrealized +57.4%
IJJ IShares S&P MidCap 400/Barra Value ETF 0.2%
Value ($000) $2,251 Shares 18,798 Est. Cost $115.57 Unrealized
SPDR S&P Dividend ETF 0.2%
Value ($000) $2,207 Shares 16,263 Est. Cost $95.26 Unrealized
TKR Timken Co. 0.2%
Value ($000) $2,207 Shares 30,702 Est. Cost $58.43 Unrealized +32.1%
GIS General Mills 0.2%
Value ($000) $2,188 Shares 36,589 Est. Cost $49.43 Unrealized +17.3%
KEY KeyCorp 0.2%
Value ($000) $2,167 Shares 135,542 Est. Cost $11.19 Unrealized +45.2%
ABT Abbott Laboratories 0.2%
Value ($000) $2,118 Shares 15,971 Est. Cost $66.19 Unrealized +89.6%
AWR American States Water Co. 0.2%
Value ($000) $2,118 Shares 26,913 Est. Cost $58.32 Unrealized +26.3%
ESS Essex Property Trust 0.2%
Value ($000) $2,114 Shares 6,897 Est. Cost $226.38 Unrealized +24.4%
ORI Old Republic Nat'l. Corp. 0.2%
Value ($000) $2,089 Shares 53,264 Est. Cost $15.28 Unrealized +120.5%
IP International Paper 0.2%
Value ($000) $2,078 Shares 38,951 Est. Cost $33.94 Unrealized +55.4%
PM Philip Morris Internat'l. 0.2%
Value ($000) $2,072 Shares 13,052 Est. Cost $62.96 Unrealized +117.6%
BBY Best Buy Company, Inc. 0.2%
Value ($000) $2,048 Shares 27,825 Est. Cost $66.56 Unrealized +17.7%
DVY IShares Select Dividend ETF 0.2%
Value ($000) $2,044 Shares 15,223 Est. Cost $94.75 Unrealized
MTG MGIC Investment Corp. 0.2%
Value ($000) $2,044 Shares 82,468 Est. Cost $15.55 Unrealized +55.8%
Hewlett Packard Enterprise Co. 0.2%
Value ($000) $2,039 Shares 132,173 Est. Cost $15.86 Unrealized
JPMorgan Ultra-Short Income ETF 0.2%
Value ($000) $2,029 Shares 40,066 Est. Cost $50.37 Unrealized
MCHP Microchip Technology, Inc. 0.2%
Value ($000) $2,027 Shares 41,872 Est. Cost $59.23 Unrealized -8.5%
Merck & Co Inc. 0.2%
Value ($000) $1,992 Shares 22,198 Est. Cost $80.92 Unrealized
CAT Caterpillar Inc. 0.2%
Value ($000) $1,970 Shares 5,974 Est. Cost $199.20 Unrealized +76.7%
OMC Omnicom Group 0.2%
Value ($000) $1,901 Shares 22,934 Est. Cost $67.45 Unrealized +19.6%
S&P Global, Inc. 0.2%
Value ($000) $1,880 Shares 3,700 Est. Cost $399.12 Unrealized
LNT Alliant Energy Corp. 0.2%
Value ($000) $1,804 Shares 28,037 Est. Cost $48.65 Unrealized +22.5%
XOM Exxon Mobil Corp. 0.2%
Value ($000) $1,718 Shares 14,449 Est. Cost $68.45 Unrealized +56.6%
Pacer FDS TR Developed Mrkts Int'l CC ETF 0.2%
Value ($000) $1,692 Shares 53,884 Est. Cost $30.07 Unrealized
Cisco Systems 0.2%
Value ($000) $1,688 Shares 27,360 Est. Cost $50.07 Unrealized
M & T Bank Corp. 0.2%
Value ($000) $1,678 Shares 9,387 Est. Cost $139.92 Unrealized
ADP Automatic Data Processing 0.2%
Value ($000) $1,635 Shares 5,353 Est. Cost $134.94 Unrealized +118.9%
W. P. Carey Inc. 0.2%
Value ($000) $1,622 Shares 25,698 Est. Cost $68.85 Unrealized
First Trust Water ETF 0.2%
Value ($000) $1,613 Shares 16,016 Est. Cost $88.63 Unrealized
ITW Illinois Tool Works 0.2%
Value ($000) $1,591 Shares 6,416 Est. Cost $208.28 Unrealized +20.4%
IShares Core MSCI Total Int'l Stk ETF 0.2%
Value ($000) $1,591 Shares 22,786 Est. Cost $62.77 Unrealized
First Trust Mid Cap Core AlphaDEX ETF 0.2%
Value ($000) $1,584 Shares 14,533 Est. Cost $68.77 Unrealized
SPDR Gold Shares ETF 0.2%
Value ($000) $1,572 Shares 5,455 Est. Cost $204.65 Unrealized
Essent Group Ltd. 0.2%
Value ($000) $1,559 Shares 27,007 Est. Cost $47.64 Unrealized
ASML Hldg N V 0.1%
Value ($000) $1,493 Shares 2,253 Est. Cost $791.86 Unrealized
Eaton Corp., PLC 0.1%
Value ($000) $1,475 Shares 5,428 Est. Cost $130.20 Unrealized
Janus Henderson AAA CLO - ETF 0.1%
Value ($000) $1,468 Shares 28,953 Est. Cost $50.81 Unrealized
AVUS American Centy ETF TR Avantis US Equity 0.1%
Value ($000) $1,458 Shares 15,787 Est. Cost $83.74 Unrealized
BP BP Amoco PLC ADR 0.1%
Value ($000) $1,431 Shares 42,356 Est. Cost $30.30 Unrealized
GPC Genuine Parts Co. 0.1%
Value ($000) $1,408 Shares 11,817 Est. Cost $88.71 Unrealized +31.7%
AZN AstraZeneca PLC ADR 0.1%
Value ($000) $1,387 Shares 18,864 Est. Cost $64.28 Unrealized
Tesla Motors Inc. 0.1%
Value ($000) $1,384 Shares 5,340 Est. Cost $377.38 Unrealized
PANW Palo Alto Networks, Inc. 0.1%
Value ($000) $1,384 Shares 8,108 Est. Cost $154.55 Unrealized +19.7%
AFL AFLAC, Inc. 0.1%
Value ($000) $1,362 Shares 12,247 Est. Cost $39.48 Unrealized +163.6%
VanEck Morningstar Wide Moat - ETF 0.1%
Value ($000) $1,356 Shares 15,408 Est. Cost $83.12 Unrealized
AXP American Express 0.1%
Value ($000) $1,342 Shares 4,989 Est. Cost $223.02 Unrealized +31.1%
IShares Edge MSCI USA Quality Factor ETF 0.1%
Value ($000) $1,331 Shares 7,790 Est. Cost $119.41 Unrealized
IWN IShares Russell 2000 Value Index ETF 0.1%
Value ($000) $1,303 Shares 8,632 Est. Cost $138.12 Unrealized
VOT Vanguard Mid-Cap Growth ETF 0.1%
Value ($000) $1,302 Shares 5,321 Est. Cost $172.39 Unrealized
SPDR S&P MidCap 400 ETF 0.1%
Value ($000) $1,282 Shares 2,403 Est. Cost $339.37 Unrealized
VEU Vanguard FTSE All-World (ex. US) ETF 0.1%
Value ($000) $1,281 Shares 21,120 Est. Cost $49.73 Unrealized
APLE Apple Hospitality REIT, Inc. 0.1%
Value ($000) $1,279 Shares 99,081 Est. Cost $14.74 Unrealized
Invesco PLC 0.1%
Value ($000) $1,274 Shares 84,011 Est. Cost $15.17 Unrealized
VTV Vanguard Value ETF 0.1%
Value ($000) $1,261 Shares 7,301 Est. Cost $127.09 Unrealized
FT CBOE Vest Fund of Buffer - ETF 0.1%
Value ($000) $1,254 Shares 42,239 Est. Cost $28.27 Unrealized
Vanguard Russell 1000 Value ETF 0.1%
Value ($000) $1,253 Shares 15,176 Est. Cost $85.37 Unrealized
ORCL Oracle Corp 0.1%
Value ($000) $1,216 Shares 8,695 Est. Cost $50.40 Unrealized +220.6%
Palantir Technologies, Inc. 0.1%
Value ($000) $1,215 Shares 14,400 Est. Cost $75.99 Unrealized
NFLX Netflix Inc. 0.1%
Value ($000) $1,215 Shares 1,303 Est. Cost $61.79 Unrealized +53.9%
CMI Cummins Engine Inc. 0.1%
Value ($000) $1,214 Shares 3,874 Est. Cost $197.48 Unrealized +75.2%
HP Helmerich & Payne Inc. 0.1%
Value ($000) $1,195 Shares 45,739 Est. Cost $29.07 Unrealized 0.0%
Axis Capital Holdings Ltd. 0.1%
Value ($000) $1,174 Shares 11,715 Est. Cost $93.27 Unrealized
IVV IShares S&P 500 Index ETF 0.1%
Value ($000) $1,147 Shares 2,041 Est. Cost $408.87 Unrealized
TGT Target Corp. 0.1%
Value ($000) $1,143 Shares 10,952 Est. Cost $117.32 Unrealized +2.5%
TEX Terex Corp. 0.1%
Value ($000) $1,142 Shares 30,220 Est. Cost $49.55 Unrealized -11.9%
DE Deere & Co. 0.1%
Value ($000) $1,118 Shares 2,382 Est. Cost $295.39 Unrealized +56.2%
NEE NextEra Energy 0.1%
Value ($000) $1,112 Shares 15,680 Est. Cost $64.42 Unrealized +6.6%
BKH Black Hills Corp. 0.1%
Value ($000) $1,104 Shares 18,199 Est. Cost $43.31 Unrealized +30.4%
WisdomTree International Hdgd Div Gr ETF 0.1%
Value ($000) $1,095 Shares 25,225 Est. Cost $35.76 Unrealized
AGNC Investment Corp 0.1%
Value ($000) $1,093 Shares 114,104 Est. Cost $9.99 Unrealized
IWS IShares Russell Midcap Value Index ETF 0.1%
Value ($000) $1,073 Shares 8,520 Est. Cost $107.69 Unrealized
DAL Delta Airlines Inc. 0.1%
Value ($000) $1,069 Shares 24,508 Est. Cost $47.03 Unrealized +24.7%
CSWC Capital Southwest Corp. 0.1%
Value ($000) $1,052 Shares 47,151 Est. Cost $19.40 Unrealized +2.3%
SCHX Schwab US Large-Cap ETF 0.1%
Value ($000) $1,046 Shares 47,395 Est. Cost $36.98 Unrealized
VOE Vanguard Mid-Cap Value ETF 0.1%
Value ($000) $1,035 Shares 6,448 Est. Cost $142.71 Unrealized
JPMorgan Equity Premium Income ETF 0.1%
Value ($000) $1,026 Shares 17,962 Est. Cost $55.57 Unrealized
ProShares S&P MidCap 400 Dividend Aristo. 0.1%
Value ($000) $1,017 Shares 12,612 Est. Cost $69.73 Unrealized
SPDR Dow Jones Industrial Average ETF 0.1%
Value ($000) $1,010 Shares 2,406 Est. Cost $305.22 Unrealized
Booking Holdings, Inc. 0.1%
Value ($000) $1,004 Shares 218 Est. Cost $4223.81 Unrealized
NVO Novo Nordisk A.S. ADR 0.1%
Value ($000) $992 Shares 14,289 Est. Cost $99.69 Unrealized
IWF IShares Russell 1000 Growth Index ETF 0.1%
Value ($000) $978 Shares 2,710 Est. Cost $206.08 Unrealized
JPMorgan Ultra-Short Municipal Inc - ETF 0.1%
Value ($000) $973 Shares 19,132 Est. Cost $50.72 Unrealized
IWB IShares Russell 1000 Index Fund ETF 0.1%
Value ($000) $968 Shares 3,157 Est. Cost $184.06 Unrealized
T. Rowe Price Dividend Growth ETF 0.1%
Value ($000) $963 Shares 23,847 Est. Cost $33.21 Unrealized
CL Colgate Palmolive Co. 0.1%
Value ($000) $956 Shares 10,201 Est. Cost $71.37 Unrealized +23.1%
Capital Group Core Equity - ETF 0.1%
Value ($000) $947 Shares 28,359 Est. Cost $33.43 Unrealized
PFE Pfizer, Inc. 0.1%
Value ($000) $927 Shares 36,577 Est. Cost $27.59 Unrealized -10.4%
SCHG Schwab US Large-Cap Growth ETF 0.1%
Value ($000) $921 Shares 36,785 Est. Cost $44.20 Unrealized
IWL IShares - Russell 200 Index ETF 0.1%
Value ($000) $904 Shares 6,578 Est. Cost $99.13 Unrealized
SCHA Schwab Strategic US Small-Cap ETF 0.1%
Value ($000) $890 Shares 38,007 Est. Cost $40.40 Unrealized
FSLR First Solar, Inc. 0.1%
Value ($000) $888 Shares 7,022 Est. Cost $138.18 Unrealized +13.0%
MO Altria Group, Inc. 0.1%
Value ($000) $877 Shares 14,616 Est. Cost $34.27 Unrealized +48.9%
Energy Select Sector SPDR ETF 0.1%
Value ($000) $856 Shares 9,158 Est. Cost $80.33 Unrealized
Nuveen TR ESG Large Cap Growth ETF 0.1%
Value ($000) $845 Shares 10,795 Est. Cost $54.29 Unrealized
AB Ultra Short Income ETF 0.1%
Value ($000) $840 Shares 16,592 Est. Cost $50.63 Unrealized
PIMCO MultiSector Bond Active - ETF 0.1%
Value ($000) $829 Shares 31,470 Est. Cost $26.35 Unrealized
BRK/A Berkshire Hathaway, Cl. A 0.1%
Value ($000) $798 Shares 1 Est. Cost $448761.72 Unrealized +62.5%
Intuitive Surgical, Inc. 0.1%
Value ($000) $785 Shares 1,586 Est. Cost $495.27 Unrealized
First TR. Ex. Tr. FD N. American Energy 0.1%
Value ($000) $776 Shares 20,699 Est. Cost $28.15 Unrealized
First Tr Large Cap Core AlphaDex Fd ETF 0.1%
Value ($000) $776 Shares 7,571 Est. Cost $64.86 Unrealized
MDLZ Mondelez International, Inc. 0.1%
Value ($000) $772 Shares 11,373 Est. Cost $47.85 Unrealized +24.9%
CVX Chevron Corp. 0.1%
Value ($000) $770 Shares 4,601 Est. Cost $119.10 Unrealized +26.3%
LDOS Leidos Holdings, Inc. 0.1%
Value ($000) $767 Shares 5,683 Est. Cost $63.46 Unrealized +117.9%
3M Company 0.1%
Value ($000) $764 Shares 5,201 Est. Cost $141.67 Unrealized
Invesco ETF Trust II - S&P500 Momentum ETF 0.1%
Value ($000) $763 Shares 8,249 Est. Cost $94.54 Unrealized
Tenet Healthcare Corp. 0.1%
Value ($000) $759 Shares 5,641 Est. Cost $134.50 Unrealized
JPMorgan Active Growth ETF 0.1%
Value ($000) $757 Shares 10,262 Est. Cost $78.47 Unrealized
ESGV Vanguard ESG US Stock - ETF 0.1%
Value ($000) $757 Shares 7,729 Est. Cost $64.79 Unrealized
VV Vanguard Large Cap ETF 0.1%
Value ($000) $755 Shares 2,936 Est. Cost $146.39 Unrealized
WM Waste Management, Inc. 0.1%
Value ($000) $753 Shares 3,253 Est. Cost $118.36 Unrealized +84.5%
AVEM Avantis Emerging Markets Equity - ETF 0.1%
Value ($000) $749 Shares 12,450 Est. Cost $61.10 Unrealized
First Tr TCW Opportunistic Fixed Inc ETF 0.1%
Value ($000) $738 Shares 16,832 Est. Cost $55.00 Unrealized
PHYS Sprott Physical Gold Trust 0.1%
Value ($000) $738 Shares 30,669 Est. Cost $17.74 Unrealized
JPMorgan Hedged Equity Laddered Overly ETF 0.1%
Value ($000) $727 Shares 12,186 Est. Cost $61.54 Unrealized
Pacer Global Cash Cows Dividend ETF 0.1%
Value ($000) $714 Shares 19,305 Est. Cost $31.27 Unrealized
FNDB Schwab Fundamental US Broad Market ETF 0.1%
Value ($000) $689 Shares 29,936 Est. Cost $30.07 Unrealized
T AT&T Inc. 0.1%
Value ($000) $682 Shares 24,112 Est. Cost $15.02 Unrealized +62.2%
WisdomTree U.S. LargeCap Dividend ETF 0.1%
Value ($000) $665 Shares 8,373 Est. Cost $79.00 Unrealized
Linde PLC 0.1%
Value ($000) $657 Shares 1,411 Est. Cost $413.04 Unrealized
JPMorgan Market Expansion Enh Eq - ETF 0.1%
Value ($000) $647 Shares 11,558 Est. Cost $60.83 Unrealized
LOW Lowe's Cos 0.1%
Value ($000) $646 Shares 2,770 Est. Cost $189.61 Unrealized +27.7%
PSX Phillips 66 0.1%
Value ($000) $642 Shares 5,199 Est. Cost $115.26 Unrealized +3.5%
HON Honeywell Internat'l. 0.1%
Value ($000) $641 Shares 3,029 Est. Cost $164.13 Unrealized +20.9%
VBK Vanguard Small Cap Growth ETF 0.1%
Value ($000) $638 Shares 2,533 Est. Cost $223.68 Unrealized
VOOV Vanguard S&P 500 Value ETF 0.1%
Value ($000) $636 Shares 3,450 Est. Cost $125.57 Unrealized
Unilever PLC ADR 0.1%
Value ($000) $634 Shares 10,651 Est. Cost $56.92 Unrealized
SHEL Shell PLC ADR 0.1%
Value ($000) $628 Shares 8,564 Est. Cost $57.14 Unrealized
Invesco S&P 500 Revenue ETF 0.1%
Value ($000) $622 Shares 6,264 Est. Cost $51.10 Unrealized
IYH IShares US Healthcare ETF 0.1%
Value ($000) $616 Shares 10,115 Est. Cost $96.15 Unrealized
Vanguard Russell 3000 ETF 0.1%
Value ($000) $615 Shares 2,493 Est. Cost $154.70 Unrealized
GILD Gilead Sciences Inc. 0.1%
Value ($000) $614 Shares 5,481 Est. Cost $65.41 Unrealized +53.7%
VBR Vanguard Small Cap Value ETF 0.1%
Value ($000) $614 Shares 3,295 Est. Cost $157.46 Unrealized
COP ConocoPhillips 0.1%
Value ($000) $591 Shares 5,628 Est. Cost $89.41 Unrealized +8.2%
SPDR S&P Emerging Markets ETF 0.1%
Value ($000) $588 Shares 14,930 Est. Cost $34.97 Unrealized
UNP Union Pacific Corp. 0.1%
Value ($000) $583 Shares 2,469 Est. Cost $169.13 Unrealized +39.3%
RIO Rio Tinto PLC ADR F 0.1%
Value ($000) $575 Shares 9,577 Est. Cost $64.06 Unrealized
SCHW Charles Schwab Corp. 0.1%
Value ($000) $569 Shares 7,274 Est. Cost $48.53 Unrealized +60.0%
BDX Becton Dickinson & Co. 0.1%
Value ($000) $563 Shares 2,457 Est. Cost $207.66 Unrealized +9.5%
Civitas Resources, Inc. 0.1%
Value ($000) $562 Shares 16,108 Est. Cost $63.17 Unrealized
AJG Gallagher, Arthur J & Co. 0.1%
Value ($000) $558 Shares 1,617 Est. Cost $111.99 Unrealized +179.8%
United Therapeutics Corp. 0.1%
Value ($000) $556 Shares 1,805 Est. Cost $308.27 Unrealized
AMAT Applied Materials 0.1%
Value ($000) $553 Shares 3,812 Est. Cost $104.32 Unrealized +59.8%
RTX Corp. 0.1%
Value ($000) $551 Shares 4,163 Est. Cost $96.80 Unrealized
FITB Fifth Third Bancorp 0.1%
Value ($000) $550 Shares 14,040 Est. Cost $21.03 Unrealized +93.5%
VWO Vanguard Emerging Mkts. ETF 0.1%
Value ($000) $549 Shares 12,138 Est. Cost $43.35 Unrealized
DIS Walt Disney Co 0.1%
Value ($000) $546 Shares 5,535 Est. Cost $100.35 Unrealized +5.9%
AMGN Amgen, Inc. 0.1%
Value ($000) $545 Shares 1,749 Est. Cost $187.93 Unrealized +52.8%
Crowdstrike Holdings, Inc. 0.1%
Value ($000) $536 Shares 1,520 Est. Cost $347.30 Unrealized
First Trust Senior Loan Fund ETF 0.1%
Value ($000) $534 Shares 11,705 Est. Cost $47.67 Unrealized
SCHM Schwab US Mid-Cap ETF 0.1%
Value ($000) $534 Shares 20,382 Est. Cost $39.09 Unrealized
VNQ Vanguard REIT ETF 0.1%
Value ($000) $528 Shares 5,833 Est. Cost $92.02 Unrealized
Technology Select Sector SPDR ETF 0.1%
Value ($000) $520 Shares 2,518 Est. Cost $135.02 Unrealized
T. Rowe Price Capital Apprec Equity ETF 0.1%
Value ($000) $518 Shares 16,043 Est. Cost $32.97 Unrealized
Microport Scientific Corp. 0.1%
Value ($000) $517 Shares 504,670 Est. Cost $2.53 Unrealized
AEE Ameren Corp. 0.1%
Value ($000) $513 Shares 5,107 Est. Cost $73.39 Unrealized +27.7%
IJS IShares S&P SmallCap 600 Barra Value ETF 0.1%
Value ($000) $511 Shares 5,241 Est. Cost $95.75 Unrealized
JHMM John Hancock Multifactor Mid Cap ETF 0.1%
Value ($000) $508 Shares 8,860 Est. Cost $51.42 Unrealized
YUM Yum Brands, Inc. 0.1%
Value ($000) $506 Shares 3,214 Est. Cost $120.63 Unrealized +17.4%
First Trust Managed Municipal ETF 0.1%
Value ($000) $502 Shares 9,964 Est. Cost $53.85 Unrealized
MCO Moody's Corp. 0.0%
Value ($000) $498 Shares 1,070 Est. Cost $248.00 Unrealized +93.0%
JPMorgan Nasdaq Equity Premium Inc ETF 0.0%
Value ($000) $476 Shares 9,191 Est. Cost $52.21 Unrealized
SO Southern Company 0.0%
Value ($000) $474 Shares 5,150 Est. Cost $46.05 Unrealized +82.7%
Coca Cola European Partners PLC 0.0%
Value ($000) $472 Shares 5,422 Est. Cost $54.92 Unrealized
BAC Bank of America 0.0%
Value ($000) $469 Shares 11,234 Est. Cost $27.35 Unrealized +59.5%
MGK Vanguard Mega Cap Growth ETF 0.0%
Value ($000) $463 Shares 1,498 Est. Cost $183.10 Unrealized
MSI Motorola Solutions, Inc. 0.0%
Value ($000) $460 Shares 1,051 Est. Cost $323.18 Unrealized +36.6%
Industrial Select Sector SPDR ETF 0.0%
Value ($000) $458 Shares 3,493 Est. Cost $88.88 Unrealized
MAS Masco Corp. 0.0%
Value ($000) $458 Shares 6,580 Est. Cost $55.17 Unrealized +33.4%
MercadoLibre Inc. 0.0%
Value ($000) $445 Shares 228 Est. Cost $1387.95 Unrealized
QGRO American Century U.S. Quality Growth - ETF 0.0%
Value ($000) $444 Shares 4,737 Est. Cost $89.27 Unrealized
APD Air Products & Chem 0.0%
Value ($000) $438 Shares 1,484 Est. Cost $217.49 Unrealized +38.1%
VRTX Vertex Pharmaceutical 0.0%
Value ($000) $436 Shares 900 Est. Cost $304.77 Unrealized +52.9%
CVS CVS Health Corp. 0.0%
Value ($000) $429 Shares 6,330 Est. Cost $60.91 Unrealized -4.8%
ANET Arista Networks, Inc. 0.0%
Value ($000) $427 Shares 5,506 Est. Cost $102.53 Unrealized -1.1%
MU Micron Technology, Inc. 0.0%
Value ($000) $416 Shares 4,785 Est. Cost $74.81 Unrealized +28.0%
REZ IShares Residential Real Estate Capped ETF 0.0%
Value ($000) $416 Shares 4,808 Est. Cost $74.47 Unrealized
TRV Travelers Companies Inc. 0.0%
Value ($000) $415 Shares 1,568 Est. Cost $154.17 Unrealized +59.2%
DHR Danaher Corp. 0.0%
Value ($000) $407 Shares 1,983 Est. Cost $116.78 Unrealized +85.8%
EMR Emerson Electric Co. 0.0%
Value ($000) $388 Shares 3,543 Est. Cost $81.61 Unrealized +45.5%
BMY Bristol-Myers Squibb 0.0%
Value ($000) $388 Shares 6,357 Est. Cost $49.48 Unrealized +12.1%
Dimensional US Marketwide Value - ETF 0.0%
Value ($000) $386 Shares 9,375 Est. Cost $33.31 Unrealized
Marathon Petroleum Corp. 0.0%
Value ($000) $382 Shares 2,623 Est. Cost $55.33 Unrealized
RCL Royal Caribbean Cruises, Ltd. 0.0%
Value ($000) $376 Shares 1,831 Est. Cost $233.26 Unrealized 0.0%
Farmland Partners, Inc. 0.0%
Value ($000) $373 Shares 33,415 Est. Cost $10.72 Unrealized
IWD IShares Russell 1000 Value Index ETF 0.0%
Value ($000) $369 Shares 1,961 Est. Cost $129.48 Unrealized
PVAL Putnam Focased Large Cap Value ETF 0.0%
Value ($000) $356 Shares 9,343 Est. Cost $37.85 Unrealized
MUB iShares National Muni Bond ETF 0.0%
Value ($000) $354 Shares 3,355 Est. Cost $103.64 Unrealized
GE General Electric 0.0%
Value ($000) $353 Shares 1,763 Est. Cost $132.75 Unrealized +47.4%
VZ Verizon Communications 0.0%
Value ($000) $351 Shares 7,742 Est. Cost $35.71 Unrealized +10.8%
LMT Lockheed Martin Corp. 0.0%
Value ($000) $350 Shares 783 Est. Cost $362.55 Unrealized +23.6%
Discover Financial Services, Inc. 0.0%
Value ($000) $348 Shares 2,036 Est. Cost $99.00 Unrealized
ICF IShares Cohen & Steers REIT ETF 0.0%
Value ($000) $343 Shares 5,573 Est. Cost $60.51 Unrealized
WDFC W D 40 Co. 0.0%
Value ($000) $339 Shares 1,389 Est. Cost $139.06 Unrealized +66.7%
CASY Caseys General Stores, Inc. 0.0%
Value ($000) $339 Shares 780 Est. Cost $344.78 Unrealized +18.3%
IVW IShares S&P 500 Barra Growth Index ETF 0.0%
Value ($000) $335 Shares 3,605 Est. Cost $84.67 Unrealized
SYK Stryker Corporation 0.0%
Value ($000) $331 Shares 888 Est. Cost $227.35 Unrealized +65.9%
NOC Northrop Grumman 0.0%
Value ($000) $329 Shares 643 Est. Cost $360.31 Unrealized +30.5%
IUSV IShares Core US Value ETF 0.0%
Value ($000) $328 Shares 3,555 Est. Cost $62.46 Unrealized
VXF Vanguard Extended Market ETF 0.0%
Value ($000) $327 Shares 1,900 Est. Cost $118.42 Unrealized
LOGI Logitech Internat'l. SA 0.0%
Value ($000) $326 Shares 3,868 Est. Cost $35.54 Unrealized +161.0%
EFA IShares MSCI EAFE ETF 0.0%
Value ($000) $321 Shares 3,921 Est. Cost $60.87 Unrealized
T. Rowe Price US Equity Research ETF 0.0%
Value ($000) $320 Shares 9,104 Est. Cost $36.17 Unrealized
Pacer Large Cap Cash Cows Growth - ETF 0.0%
Value ($000) $320 Shares 10,385 Est. Cost $31.75 Unrealized
ADBE Adobe Systems, Inc. 0.0%
Value ($000) $314 Shares 820 Est. Cost $433.87 Unrealized -1.2%
American Tower Corp. 0.0%
Value ($000) $310 Shares 1,424 Est. Cost $226.32 Unrealized
H&E Equipment Services, Inc. 0.0%
Value ($000) $303 Shares 3,194 Est. Cost $39.28 Unrealized
Pacer FDS TR Cash Cows - ETF 0.0%
Value ($000) $303 Shares 8,076 Est. Cost $38.54 Unrealized
Materials Select Sector SPDR ETF 0.0%
Value ($000) $302 Shares 3,513 Est. Cost $70.74 Unrealized
Constellation Brands, Inc. 0.0%
Value ($000) $299 Shares 1,628 Est. Cost $175.99 Unrealized
IAU IShares Gold Trust 0.0%
Value ($000) $298 Shares 5,051 Est. Cost $58.96 Unrealized
WisdomTree US Quality Dividend Gr ETF 0.0%
Value ($000) $297 Shares 3,725 Est. Cost $53.42 Unrealized
VEA Vanguard Tax-Mgd Int'l Dev. Markets ETF 0.0%
Value ($000) $296 Shares 5,827 Est. Cost $48.92 Unrealized
Duke Energy Corp 0.0%
Value ($000) $295 Shares 2,423 Est. Cost $109.03 Unrealized
ELV Elevance Health 0.0%
Value ($000) $294 Shares 675 Est. Cost $372.72 Unrealized +5.8%
IJT IShares S&P SmallCap 600 Barra Growth ETF 0.0%
Value ($000) $289 Shares 2,320 Est. Cost $131.97 Unrealized
AZO AutoZone, Inc. 0.0%
Value ($000) $286 Shares 75 Est. Cost $845.03 Unrealized +308.3%
Veolia Environment ADR 0.0%
Value ($000) $284 Shares 16,455 Est. Cost $20.04 Unrealized
AVDE Avantis International Equity - ETF 0.0%
Value ($000) $284 Shares 4,278 Est. Cost $61.37 Unrealized
SPDR Portfolio S&P 500 Growth ETF 0.0%
Value ($000) $276 Shares 3,438 Est. Cost $81.00 Unrealized
NSC Norfolk Southern Corp. 0.0%
Value ($000) $276 Shares 1,165 Est. Cost $178.69 Unrealized +33.9%
ADI Analog Devices Inc. 0.0%
Value ($000) $276 Shares 1,368 Est. Cost $151.66 Unrealized +40.4%
O Realty Income Corp. 0.0%
Value ($000) $273 Shares 4,707 Est. Cost $41.02 Unrealized +28.2%
FNDA Schwab Fundamental US Small Company ETF 0.0%
Value ($000) $273 Shares 9,961 Est. Cost $41.77 Unrealized
SIEGY Siemens AG ADR 0.0%
Value ($000) $271 Shares 2,345 Est. Cost $68.79 Unrealized
Corteva Inc. 0.0%
Value ($000) $270 Shares 4,291 Est. Cost $57.31 Unrealized
Health Care Select Sector SPDR ETF 0.0%
Value ($000) $269 Shares 1,845 Est. Cost $125.97 Unrealized
DOW Dow Inc. 0.0%
Value ($000) $269 Shares 7,698 Est. Cost $40.55 Unrealized -11.3%
QCOM Qualcomm Inc. 0.0%
Value ($000) $268 Shares 1,748 Est. Cost $135.01 Unrealized +18.3%
BMO Bank of Montreal 0.0%
Value ($000) $267 Shares 2,797 Est. Cost $43.21 Unrealized +123.0%
CME Group, Inc. 0.0%
Value ($000) $263 Shares 990 Est. Cost $265.29 Unrealized
IYR IShares US Real Estate ETF 0.0%
Value ($000) $261 Shares 2,725 Est. Cost $82.79 Unrealized
PIMCO Intermediate Muni Bd Actv - ETF 0.0%
Value ($000) $255 Shares 4,945 Est. Cost $52.51 Unrealized
ADSK Autodesk 0.0%
Value ($000) $254 Shares 970 Est. Cost $210.13 Unrealized +35.3%
SLF Sun Life Financial, Inc. 0.0%
Value ($000) $251 Shares 4,383 Est. Cost $43.00 Unrealized +32.5%
INFY Infosys Technologies, Ltd. 0.0%
Value ($000) $251 Shares 13,735 Est. Cost $10.71 Unrealized
KMB Kimberly Clark Corp 0.0%
Value ($000) $247 Shares 1,737 Est. Cost $129.79 Unrealized 0.0%
ITOT IShares Tr. S&P 1500 Index ETF 0.0%
Value ($000) $247 Shares 2,022 Est. Cost $115.60 Unrealized
AEP American Electric Power 0.0%
Value ($000) $246 Shares 2,253 Est. Cost $98.44 Unrealized 0.0%
IWP IShares Russell Midcap Growth Index ETF 0.0%
Value ($000) $245 Shares 2,088 Est. Cost $114.14 Unrealized
MUFG Mitsubishi UFJ Fin'l. Grp. ADR 0.0%
Value ($000) $245 Shares 17,947 Est. Cost $6.36 Unrealized
Novartis AG ADR 0.0%
Value ($000) $241 Shares 2,158 Est. Cost $86.40 Unrealized
ServiceNow, Inc. 0.0%
Value ($000) $240 Shares 302 Est. Cost $568.15 Unrealized
Eversource Energy Com. 0.0%
Value ($000) $240 Shares 3,864 Est. Cost $60.92 Unrealized
SSREY Swiss Re Ltd. 0.0%
Value ($000) $240 Shares 5,629 Est. Cost $23.50 Unrealized
GD General Dynamics 0.0%
Value ($000) $240 Shares 880 Est. Cost $237.14 Unrealized +7.9%
Wisconsin Energy 0.0%
Value ($000) $239 Shares 2,194 Est. Cost $94.04 Unrealized
SAIA Saia, Inc. 0.0%
Value ($000) $238 Shares 680 Est. Cost $261.17 Unrealized +66.5%
Essentials Utilities Inc. 0.0%
Value ($000) $237 Shares 6,000 Est. Cost $39.53 Unrealized
CIBR First Trust NASDAQ Cybersecurity - ETF 0.0%
Value ($000) $236 Shares 3,753 Est. Cost $63.40 Unrealized
IVOO Vanguard S&P Mid-Cap 400 Index Fund - ETF 0.0%
Value ($000) $235 Shares 2,386 Est. Cost $88.55 Unrealized
DaVita HealthCare Partners, Inc. 0.0%
Value ($000) $235 Shares 1,538 Est. Cost $138.05 Unrealized
First Trust Dow Jones Internet ETF 0.0%
Value ($000) $235 Shares 1,056 Est. Cost $205.09 Unrealized
FAST Fastenal Company 0.0%
Value ($000) $231 Shares 2,985 Est. Cost $33.19 Unrealized +11.0%
First Trust NYSE Arca Biotech ETF 0.0%
Value ($000) $228 Shares 1,340 Est. Cost $167.02 Unrealized
WFC Wells Fargo & Co. 0.0%
Value ($000) $227 Shares 3,160 Est. Cost $50.54 Unrealized +45.8%
PAC Grupo Aeroportuario del Pacifico ADR 0.0%
Value ($000) $224 Shares 1,208 Est. Cost $174.02 Unrealized
CSX CSX Corp. 0.0%
Value ($000) $221 Shares 7,509 Est. Cost $28.73 Unrealized +8.9%
Ferrari N V New Com. 0.0%
Value ($000) $220 Shares 520 Est. Cost $436.28 Unrealized
Ishares Bitcoin Trust 0.0%
Value ($000) $220 Shares 4,692 Est. Cost $38.75 Unrealized
Seagate Technology Holdings PLC 0.0%
Value ($000) $216 Shares 2,545 Est. Cost $70.98 Unrealized
AMD Advanced Micro Devices 0.0%
Value ($000) $215 Shares 2,093 Est. Cost $72.51 Unrealized +53.3%
ABBNY ABB Ltd. Sponsored ADR 0.0%
Value ($000) $215 Shares 4,122 Est. Cost $30.46 Unrealized
Morgan Stanley Total Return Bond ETF 0.0%
Value ($000) $209 Shares 4,130 Est. Cost $49.86 Unrealized
NGG National Grid PLC ADR 0.0%
Value ($000) $209 Shares 3,180 Est. Cost $65.61 Unrealized
ITA IShares U.S. Aerospace & Defense ETF 0.0%
Value ($000) $206 Shares 1,344 Est. Cost $153.10 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $205 Shares 1,755 Est. Cost $119.51 Unrealized +5.4%
Regeneron Pharmaceuticals 0.0%
Value ($000) $203 Shares 320 Est. Cost $695.28 Unrealized
First Trust Preferred Secs & Inc ETF 0.0%
Value ($000) $193 Shares 10,946 Est. Cost $16.18 Unrealized
Barings BDC, Inc. 0.0%
Value ($000) $151 Shares 15,874 Est. Cost $8.33 Unrealized
UMC United Microelectronics ADR 0.0%
Value ($000) $92 Shares 12,829 Est. Cost $7.06 Unrealized