FIRST FINANCIAL CORP /IN/ Diversified Active

CIK: 0000714562 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 15, 2022

Total Value ($000): $151,961 (100.0% shares, 0.0% debt)

Holdings (323)

THFF FIRST FINANCIAL CORPORATION 21.0%
Value ($000) $31,852 Shares 715,790 Est. Cost $24.49 Unrealized +56.0%
VOO VANGUARD S&P 500 ETF 10.1%
Value ($000) $15,351 Shares 44,255 Est. Cost $299.76 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY INDEX 4.4%
Value ($000) $6,759 Shares 20,699 Est. Cost $195.49 Unrealized
AAPL APPLE INC 3.0%
Value ($000) $4,562 Shares 33,372 Est. Cost $84.23 Unrealized +76.5%
MSFT MICROSOFT CORP 2.9%
Value ($000) $4,390 Shares 17,094 Est. Cost $43.49 Unrealized +505.7%
VHT VANGUARD HEALTH CARE ETF 2.2%
Value ($000) $3,402 Shares 14,443 Est. Cost $151.62 Unrealized
VFH VANGUARD FINANCIAL ETF 1.7%
Value ($000) $2,646 Shares 34,275 Est. Cost $64.42 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY 1.6%
Value ($000) $2,415 Shares 10,614 Est. Cost $183.55 Unrealized
VOX VANGUARD TELECOMMUNICATION SERVICES ETF 1.5%
Value ($000) $2,338 Shares 24,862 Est. Cost $84.77 Unrealized
PG PROCTER & GAMBLE CO 1.5%
Value ($000) $2,255 Shares 15,685 Est. Cost $74.89 Unrealized +83.3%
LLY LILLY ELI & CO 1.4%
Value ($000) $2,180 Shares 6,724 Est. Cost $62.70 Unrealized +364.0%
ABT ABBOTT LABS 1.3%
Value ($000) $1,980 Shares 18,224 Est. Cost $37.94 Unrealized +179.6%
VO VANGUARD MID CAP ETF 1.2%
Value ($000) $1,787 Shares 9,075 Est. Cost $203.95 Unrealized
XOM EXXON MOBIL CORP 1.2%
Value ($000) $1,767 Shares 20,637 Est. Cost $52.71 Unrealized +51.0%
ABBV ABBVIE INC 1.0%
Value ($000) $1,545 Shares 10,089 Est. Cost $38.29 Unrealized +250.3%
IWD ISHARES TR RUSSELL 1000 VALUE ETF 0.9%
Value ($000) $1,379 Shares 9,508 Est. Cost $124.00 Unrealized
LMT LOCKHEED MARTIN CORP 0.9%
Value ($000) $1,340 Shares 3,118 Est. Cost $266.34 Unrealized +49.4%
BP BP P.L.C. 0.9%
Value ($000) $1,310 Shares 46,201 Est. Cost $40.04 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.8%
Value ($000) $1,246 Shares 2,292 Est. Cost $238.36 Unrealized +128.5%
WCN WASTE CONNECTIONS INC 0.8%
Value ($000) $1,209 Shares 9,750 Est. Cost $51.00 Unrealized +148.2%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.8%
Value ($000) $1,192 Shares 29,226 Est. Cost $46.22 Unrealized
V VISA INC CLASS A SHARES 0.8%
Value ($000) $1,187 Shares 6,030 Est. Cost $148.43 Unrealized +35.5%
JPM JPMORGAN CHASE & COMPANY 0.8%
Value ($000) $1,183 Shares 10,505 Est. Cost $54.57 Unrealized +107.1%
HON HONEYWELL INT'L INC 0.7%
Value ($000) $1,086 Shares 6,248 Est. Cost $117.26 Unrealized +41.8%
VIS VANGUARD INDUSTRIALS ETF 0.7%
Value ($000) $1,083 Shares 6,630 Est. Cost $121.93 Unrealized
HD HOME DEPOT INC 0.7%
Value ($000) $1,052 Shares 3,836 Est. Cost $156.62 Unrealized +71.8%
NKE NIKE INC CL B 0.7%
Value ($000) $1,026 Shares 10,044 Est. Cost $54.92 Unrealized +102.7%
SBUX STARBUCKS CORPORATION 0.6%
Value ($000) $984 Shares 12,882 Est. Cost $54.65 Unrealized +28.8%
VDE VANGUARD ENERGY ETF 0.6%
Value ($000) $981 Shares 9,856 Est. Cost $79.84 Unrealized
CMCSA COMCAST CORPORATION 0.6%
Value ($000) $976 Shares 24,894 Est. Cost $32.23 Unrealized +19.0%
MDLZ MONDELEZ INTERNATIONAL INC 0.6%
Value ($000) $971 Shares 15,638 Est. Cost $33.99 Unrealized +68.4%
KO COCA COLA CO 0.6%
Value ($000) $967 Shares 15,362 Est. Cost $39.27 Unrealized +44.6%
PANW PALO ALTO NETWORKS INC 0.6%
Value ($000) $952 Shares 1,927 Est. Cost $40.41 Unrealized +119.4%
MRK MERCK & CO INC 0.6%
Value ($000) $948 Shares 10,395 Est. Cost $34.19 Unrealized +131.7%
MCD MCDONALDS CORP 0.6%
Value ($000) $929 Shares 3,762 Est. Cost $91.74 Unrealized +146.8%
QQQ INVESCO QQQ TRUST SERIES 1 0.6%
Value ($000) $919 Shares 3,279 Est. Cost $206.03 Unrealized
VDC VANGUARD CONSUMER STAPLE ETF FUND 0.6%
Value ($000) $892 Shares 4,817 Est. Cost $146.69 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.6%
Value ($000) $851 Shares 11,040 Est. Cost $31.66 Unrealized +105.2%
AMZN AMAZON.COM INC 0.6%
Value ($000) $848 Shares 7,980 Est. Cost $120.59 Unrealized +3.8%
IWF ISHARES TR RUSSELL 1000 GROW 0.6%
Value ($000) $845 Shares 3,865 Est. Cost $72.73 Unrealized
VNQ VANGUARD REIT ETF 0.5%
Value ($000) $818 Shares 8,977 Est. Cost $89.50 Unrealized
DUK DUKE ENERGY CORP 0.5%
Value ($000) $814 Shares 7,596 Est. Cost $50.89 Unrealized +87.4%
VPU VANGUARD UTILITIES ETF 0.5%
Value ($000) $804 Shares 5,277 Est. Cost $119.93 Unrealized
PFE PFIZER INC 0.5%
Value ($000) $798 Shares 15,230 Est. Cost $19.93 Unrealized +110.7%
VB VANGUARD SMALL-CAP ETF 0.5%
Value ($000) $793 Shares 4,503 Est. Cost $185.82 Unrealized
LINDE PLC 0.5%
Value ($000) $785 Shares 2,733 Est. Cost $202.77 Unrealized
AVUV AVANTIS US SMALL CAP VALUE 0.5%
Value ($000) $775 Shares 11,336 Est. Cost $72.02 Unrealized
META META PLATFORM INC-CLASS A 0.5%
Value ($000) $753 Shares 4,668 Est. Cost $183.18 Unrealized +4.6%
NVDA NVIDIA CORP 0.5%
Value ($000) $749 Shares 4,945 Est. Cost $16.51 Unrealized +14.1%
SCHW CHARLES SCHWAB CORP 0.5%
Value ($000) $742 Shares 11,731 Est. Cost $31.53 Unrealized +107.8%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $706 Shares 3,977 Est. Cost $77.68 Unrealized +105.9%
SYY SYSCO CORPORATION 0.5%
Value ($000) $689 Shares 8,141 Est. Cost $46.32 Unrealized +63.5%
PEP PEPSICO INC 0.4%
Value ($000) $672 Shares 4,032 Est. Cost $72.65 Unrealized +106.2%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $659 Shares 8,503 Est. Cost $54.43 Unrealized +26.5%
SCHD SCHWAB US DVD EQUITY ETF 0.4%
Value ($000) $656 Shares 9,165 Est. Cost $57.72 Unrealized
BA BOEING CO 0.4%
Value ($000) $627 Shares 4,582 Est. Cost $162.48 Unrealized -9.2%
VAW VANGUARD MATERIALS ETF 0.4%
Value ($000) $614 Shares 3,833 Est. Cost $110.82 Unrealized
FIRST TRUST INTERMEDIATE DUR 0.4%
Value ($000) $606 Shares 32,445 Est. Cost $20.56 Unrealized
UNP UNION PAC CORP 0.4%
Value ($000) $602 Shares 2,820 Est. Cost $192.24 Unrealized +8.6%
INTC INTEL CORP 0.4%
Value ($000) $589 Shares 15,740 Est. Cost $19.29 Unrealized +110.6%
DIA SPDR DOW JONES INDUSTRIAL AVG ETF TRUST 0.4%
Value ($000) $589 Shares 1,914 Est. Cost $273.83 Unrealized
AMT AMERICAN TOWER CORP 0.4%
Value ($000) $585 Shares 2,288 Est. Cost $122.26 Unrealized +81.7%
ALL THE ALLSTATE CORPORATION 0.4%
Value ($000) $582 Shares 4,595 Est. Cost $72.37 Unrealized +65.8%
GOOGL ALPHABET INC - CL A 0.4%
Value ($000) $564 Shares 259 Est. Cost $39.66 Unrealized +194.6%
RTX RAYTHEON TECHNOLOGIES CORP 0.4%
Value ($000) $542 Shares 5,645 Est. Cost $59.27 Unrealized +49.4%
CVX CHEVRON CORPORATION 0.3%
Value ($000) $515 Shares 3,563 Est. Cost $70.92 Unrealized +101.2%
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $467 Shares 9,195 Est. Cost $28.66 Unrealized +39.9%
WMT WAL MART STORES INC 0.3%
Value ($000) $464 Shares 3,817 Est. Cost $27.74 Unrealized +58.8%
PYPL PAYPAL HOLDINGS INC 0.3%
Value ($000) $450 Shares 6,436 Est. Cost $114.86 Unrealized -24.6%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $424 Shares 825 Est. Cost $83.89 Unrealized +461.5%
CAT CATERPILLAR INC DEL 0.3%
Value ($000) $383 Shares 2,145 Est. Cost $92.26 Unrealized +113.8%
CRM SALESFORCE.COM INC 0.3%
Value ($000) $380 Shares 2,305 Est. Cost $68.52 Unrealized +154.8%
T AT&T CORP NEW 0.2%
Value ($000) $374 Shares 17,882 Est. Cost $12.26 Unrealized +33.0%
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $369 Shares 8,648 Est. Cost $17.18 Unrealized +149.2%
GOOG ALPHABET INC - CL C 0.2%
Value ($000) $363 Shares 166 Est. Cost $44.36 Unrealized +164.4%
BHP BHP BILLITON LTD SPON ADR 0.2%
Value ($000) $356 Shares 6,349 Est. Cost $41.65 Unrealized
RSG REPUBLIC SERVICES INC 0.2%
Value ($000) $355 Shares 2,714 Est. Cost $30.60 Unrealized +309.5%
MOO VANECK VECTORS AGRIBUSINESS ETF 0.2%
Value ($000) $346 Shares 4,000 Est. Cost $48.01 Unrealized
DHR DANAHER CORPORATION 0.2%
Value ($000) $339 Shares 1,339 Est. Cost $34.90 Unrealized +548.3%
SU SUNCOR ENERGY INC 0.2%
Value ($000) $326 Shares 9,285 Est. Cost $23.10 Unrealized +36.7%
LOW LOWES COMPANIES INC 0.2%
Value ($000) $303 Shares 1,739 Est. Cost $48.18 Unrealized +272.7%
ORCL ORACLE CORP 0.2%
Value ($000) $282 Shares 4,039 Est. Cost $31.19 Unrealized +124.0%
GIS GENERAL MLS INC 0.2%
Value ($000) $281 Shares 3,717 Est. Cost $32.24 Unrealized +91.8%
CL COLGATE-PALMOLIVE CO 0.2%
Value ($000) $271 Shares 3,378 Est. Cost $45.17 Unrealized +59.0%
ADP AUTOMATIC DATA PROCESSING 0.2%
Value ($000) $267 Shares 1,272 Est. Cost $61.13 Unrealized +231.3%
SPY SPDR S&P 500 ETF TRUST 0.2%
Value ($000) $258 Shares 685 Est. Cost $207.45 Unrealized
VWO VANGUARD FTSE EMERGING MKTS ETF 0.2%
Value ($000) $244 Shares 5,863 Est. Cost $42.51 Unrealized
IYR I SHARE TR DJ US REAL ESTATE 0.2%
Value ($000) $237 Shares 2,573 Est. Cost $103.93 Unrealized
GD GENERAL DYNAMICS CORPORATION 0.2%
Value ($000) $233 Shares 1,054 Est. Cost $107.36 Unrealized +98.8%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $233 Shares 739 Est. Cost $88.01 Unrealized +283.2%
IWP ISHARES TR RUSSELL MID-CAP GROWTH ETF 0.1%
Value ($000) $225 Shares 2,835 Est. Cost $119.44 Unrealized
IWS I SHARES TR RUSSELL MIDCAP 0.1%
Value ($000) $221 Shares 2,180 Est. Cost $112.14 Unrealized
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $209 Shares 6,131 Est. Cost $24.31 Unrealized +17.5%
DIS DISNEY WALT COMPANY 0.1%
Value ($000) $208 Shares 2,202 Est. Cost $92.84 Unrealized +16.8%
MO ALTRIA GROUP INC 0.1%
Value ($000) $207 Shares 4,950 Est. Cost $17.67 Unrealized +117.6%
DG DOLLAR GENERAL CORP 0.1%
Value ($000) $205 Shares 834 Est. Cost $69.32 Unrealized +216.0%
XSOE WISDMTREE EMERG MKT EX-ST OW 0.1%
Value ($000) $199 Shares 6,940 Est. Cost $32.69 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.1%
Value ($000) $198 Shares 1,721 Est. Cost $146.22 Unrealized
MPC MARATHON PETROLEUM 0.1%
Value ($000) $198 Shares 2,404 Est. Cost $33.26 Unrealized +159.4%
RYN RAYONIER INC 0.1%
Value ($000) $192 Shares 5,149 Est. Cost $38.49 Unrealized
FXO FIRST TRUST FINANCIAL ALPHAD 0.1%
Value ($000) $186 Shares 4,791 Est. Cost $22.95 Unrealized
CARR CARRIER GLOBAL CORP 0.1%
Value ($000) $178 Shares 4,998 Est. Cost $26.75 Unrealized +39.4%
DVY ISHARES TR SELECT DIVIDEND 0.1%
Value ($000) $171 Shares 1,455 Est. Cost $82.79 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $169 Shares 2,126 Est. Cost $66.23 Unrealized +23.6%
PAYX PAYCHEX INC COM 0.1%
Value ($000) $165 Shares 1,453 Est. Cost $30.93 Unrealized +265.0%
RWK INVESCO S&P MIDCAP 400 REV 0.1%
Value ($000) $156 Shares 1,988 Est. Cost $61.03 Unrealized
DE DEERE & COMPANY 0.1%
Value ($000) $153 Shares 511 Est. Cost $90.15 Unrealized +287.9%
CME CME GROUP INC 0.1%
Value ($000) $152 Shares 742 Est. Cost $62.58 Unrealized +190.7%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $151 Shares 2,130 Est. Cost $57.35 Unrealized +21.1%
COST COSTCO WHOLESALE CORP NEW 0.1%
Value ($000) $151 Shares 314 Est. Cost $135.78 Unrealized +257.1%
HUM HUMANA INC COM 0.1%
Value ($000) $150 Shares 320 Est. Cost $71.14 Unrealized +502.4%
BLACKROCK INC 0.1%
Value ($000) $149 Shares 245 Est. Cost $293.21 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $148 Shares 962 Est. Cost $82.16 Unrealized +93.5%
DOW DOW INC 0.1%
Value ($000) $148 Shares 2,864 Est. Cost $41.63 Unrealized +24.4%
ICE INTERCONTINENTAL EXCHANGE INCOME 0.1%
Value ($000) $147 Shares 1,563 Est. Cost $54.35 Unrealized +87.2%
D DOMINION RESOURCES INC/VA 0.1%
Value ($000) $144 Shares 1,804 Est. Cost $38.40 Unrealized +80.6%
VIG VANGUARD DIVIDEND APPREC ETF 0.1%
Value ($000) $143 Shares 1,000 Est. Cost $95.00 Unrealized
QCOM QUALCOMM INCORPORATED 0.1%
Value ($000) $140 Shares 1,097 Est. Cost $51.15 Unrealized +144.2%
LW LAMB WESTON HOLDINGS 0.1%
Value ($000) $140 Shares 1,958 Est. Cost $29.75 Unrealized +108.5%
BSV VANGUARD SHORT TERM BOND ETF 0.1%
Value ($000) $138 Shares 1,799 Est. Cost $79.94 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $137 Shares 287 Est. Cost $220.94 Unrealized +95.9%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $134 Shares 872 Est. Cost $55.65 Unrealized +171.3%
CANADIAN PACIFIC RAILWAY LTD 0.1%
Value ($000) $133 Shares 1,903 Est. Cost $71.99 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $132 Shares 1,469 Est. Cost $43.62 Unrealized +106.2%
PM PHILLIP MORRIS INTERNATIONAL 0.1%
Value ($000) $132 Shares 1,338 Est. Cost $53.29 Unrealized +60.3%
NTRS NORTHERN TR CORP 0.1%
Value ($000) $125 Shares 1,300 Est. Cost $56.68 Unrealized +65.5%
IHDG WISDOMTREE INTERNATIONAL HED 0.1%
Value ($000) $122 Shares 3,250 Est. Cost $31.08 Unrealized
EFA ISHARES TR MSCI EAFE ETF 0.1%
Value ($000) $120 Shares 1,924 Est. Cost $60.55 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $120 Shares 530 Est. Cost $66.88 Unrealized +238.6%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $120 Shares 890 Est. Cost $84.88 Unrealized +35.2%
IUSV ISHARES CORE RUSSELL U.S. VALUE ETF 0.1%
Value ($000) $118 Shares 1,759 Est. Cost $66.04 Unrealized
CMS CMS ENERGY CORP 0.1%
Value ($000) $117 Shares 1,728 Est. Cost $21.10 Unrealized +192.2%
AZN ASTRAZENECA PLC SPONS ADR 0.1%
Value ($000) $116 Shares 1,760 Est. Cost $39.73 Unrealized
TSCO TRACTOR SUPPLY COMPANY 0.1%
Value ($000) $113 Shares 585 Est. Cost $11.28 Unrealized +237.9%
QDF FLEXSHARES QUALITY DIVIDEND 0.1%
Value ($000) $112 Shares 2,201 Est. Cost $45.43 Unrealized
INBK FIRST INTERNET BK OF IN 0.1%
Value ($000) $110 Shares 3,000 Est. Cost $17.42 Unrealized +120.8%
AMGN AMGEN INC 0.1%
Value ($000) $110 Shares 451 Est. Cost $99.80 Unrealized +119.0%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $110 Shares 795 Est. Cost $69.64 Unrealized +126.3%
MSEX MIDDLESEX WATER CO 0.1%
Value ($000) $110 Shares 1,250 Est. Cost $21.29 Unrealized +321.1%
VFC V F CORP 0.1%
Value ($000) $107 Shares 2,440 Est. Cost $61.53 Unrealized -18.5%
WM WASTE MANAGEMENT INC NEW 0.1%
Value ($000) $107 Shares 700 Est. Cost $51.00 Unrealized +190.1%
BAX BAXTER INTL INC 0.1%
Value ($000) $107 Shares 1,675 Est. Cost $35.88 Unrealized +85.2%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $106 Shares 1,107 Est. Cost $59.49 Unrealized +74.0%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $106 Shares 562 Est. Cost $131.33 Unrealized
BIV VANGUARD INTERMEDIATE TERM BOND ETF 0.1%
Value ($000) $105 Shares 1,355 Est. Cost $89.58 Unrealized
BUSE FIRST BUSEY CORP 0.1%
Value ($000) $104 Shares 4,569 Est. Cost $14.41 Unrealized +37.3%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $98 Shares 1,549 Est. Cost $62.95 Unrealized -24.4%
GABC GERMAN AMERICAN BANCORP 0.1%
Value ($000) $98 Shares 2,863 Est. Cost $17.55 Unrealized +84.3%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $98 Shares 75 Est. Cost $7.17 Unrealized +288.4%
CB CHUBB LIMITED 0.1%
Value ($000) $90 Shares 461 Est. Cost $96.06 Unrealized +104.3%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $90 Shares 1,618 Est. Cost $27.34 Unrealized -7.3%
BND VANGUARD TOTAL BOND MKT 0.1%
Value ($000) $90 Shares 1,200 Est. Cost $87.70 Unrealized
AVB AVALONBAY COMMUNITIES INC 0.1%
Value ($000) $89 Shares 459 Est. Cost $95.26 Unrealized +99.2%
IBM INTERNATL BUSINESS MACHINES 0.1%
Value ($000) $88 Shares 622 Est. Cost $110.46 Unrealized +6.4%
TD TORONTO-DOMINION BANK 0.1%
Value ($000) $88 Shares 1,345 Est. Cost $44.50 Unrealized +63.2%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $87 Shares 50 Est. Cost $1930.99 Unrealized +8.7%
HCA HCA HOLDINGS INC 0.1%
Value ($000) $84 Shares 500 Est. Cost $68.21 Unrealized +205.0%
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $83 Shares 870 Est. Cost $40.74 Unrealized +106.3%
WFC WELLS FARGO & CO NEW 0.1%
Value ($000) $80 Shares 2,050 Est. Cost $31.11 Unrealized +28.4%
CINF CINCINNATI FINANCIAL STOCK 0.1%
Value ($000) $79 Shares 665 Est. Cost $32.92 Unrealized +250.6%
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $76 Shares 415 Est. Cost $84.33 Unrealized +117.0%
ADI ANALOG DEVICES 0.1%
Value ($000) $76 Shares 521 Est. Cost $94.57 Unrealized +56.1%
BRK/B BERKSHIRE HATHAWAY INC 0.0%
Value ($000) $75 Shares 275 Est. Cost $216.77 Unrealized +44.7%
AZO AUTOZONE INC 0.0%
Value ($000) $75 Shares 35 Est. Cost $1120.85 Unrealized +83.5%
IRM IRON MOUNTAIN INC 0.0%
Value ($000) $73 Shares 1,500 Est. Cost $22.90 Unrealized +99.9%
NVS NOVARTIS AG SPNSRD ADR 0.0%
Value ($000) $73 Shares 864 Est. Cost $79.71 Unrealized
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $72 Shares 775 Est. Cost $45.62 Unrealized +88.3%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $72 Shares 746 Est. Cost $54.17 Unrealized +63.3%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $70 Shares 315 Est. Cost $223.14 Unrealized
PKG PACKAGING CORP OF AMERICA 0.0%
Value ($000) $69 Shares 500 Est. Cost $51.10 Unrealized +170.1%
EFG ISHARES TR MSCI EAFE GROWTH ETF 0.0%
Value ($000) $68 Shares 840 Est. Cost $90.70 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $68 Shares 1,248 Est. Cost $26.68 Unrealized +109.2%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $68 Shares 600 Est. Cost $105.04 Unrealized +5.6%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $68 Shares 1,800 Est. Cost $76.57 Unrealized
STX SEAGATE TECHNOLOGY PLC 0.0%
Value ($000) $68 Shares 950 Est. Cost $77.58 Unrealized -7.4%
NUE NUCOR CORPORATION 0.0%
Value ($000) $67 Shares 640 Est. Cost $85.58 Unrealized +49.4%
IJR ISHARES TR S&P SMALLCAP 0.0%
Value ($000) $66 Shares 710 Est. Cost $95.45 Unrealized
FDL FIRST TRUST MORN DVD LEAD IN 0.0%
Value ($000) $66 Shares 1,875 Est. Cost $27.73 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $65 Shares 381 Est. Cost $63.44 Unrealized +155.1%
EVRG EVERGY INC 0.0%
Value ($000) $65 Shares 1,000 Est. Cost $40.03 Unrealized +45.5%
IEMG ISHARES CORE MSCI EMERGING 0.0%
Value ($000) $64 Shares 1,297 Est. Cost $51.59 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $64 Shares 570 Est. Cost $41.86 Unrealized +159.6%
PFG PRINCIPAL FINANCIAL GROUP 0.0%
Value ($000) $64 Shares 955 Est. Cost $27.60 Unrealized +123.7%
IJT I SHS TR S&P SM/ CAP 600 GRO 0.0%
Value ($000) $63 Shares 600 Est. Cost $125.63 Unrealized
MET METLIFE INC 0.0%
Value ($000) $62 Shares 993 Est. Cost $32.32 Unrealized +83.4%
TJX TJX COS INC NEW 0.0%
Value ($000) $60 Shares 1,082 Est. Cost $42.39 Unrealized +35.4%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $60 Shares 640 Est. Cost $100.97 Unrealized -7.6%
CI CIGNA CORP 0.0%
Value ($000) $60 Shares 228 Est. Cost $190.51 Unrealized +26.7%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $60 Shares 785 Est. Cost $100.01 Unrealized -6.4%
GUNR FLEXSHARES GLOBAL UPSTREAM N 0.0%
Value ($000) $59 Shares 1,485 Est. Cost $33.67 Unrealized
CASY CASEY'S GENERAL STORES INC 0.0%
Value ($000) $58 Shares 315 Est. Cost $53.46 Unrealized +268.4%
MKC MCCORMICK & CO - NON VOTING SHARES 0.0%
Value ($000) $56 Shares 670 Est. Cost $56.50 Unrealized +54.1%
EG EVEREST RE GROUP LTD 0.0%
Value ($000) $56 Shares 200 Est. Cost $138.77 Unrealized +91.0%
LAM RESEARCH CORP 0.0%
Value ($000) $55 Shares 130 Est. Cost $130.77 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $53 Shares 375 Est. Cost $73.61 Unrealized +72.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $53 Shares 3,950 Est. Cost $18.55 Unrealized 0.0%
UPS UNITED PARCEL SERVICE 0.0%
Value ($000) $53 Shares 289 Est. Cost $88.57 Unrealized +73.1%
SJM SMUCKER J M CO 0.0%
Value ($000) $52 Shares 400 Est. Cost $71.35 Unrealized +65.0%
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $52 Shares 1,100 Est. Cost $40.89 Unrealized -0.3%
MDT MEDTRONIC PLC 0.0%
Value ($000) $51 Shares 567 Est. Cost $61.08 Unrealized +48.0%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $51 Shares 1,654 Est. Cost $20.69 Unrealized +58.2%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $50 Shares 550 Est. Cost $27.48 Unrealized +286.0%
AVGO BROADCOM INC 0.0%
Value ($000) $49 Shares 100 Est. Cost $22.73 Unrealized +130.5%
ELV ANTHEM INC 0.0%
Value ($000) $48 Shares 99 Est. Cost $231.64 Unrealized +102.7%
MAGELLAN MIDSTREAM PARTNERS LP 0.0%
Value ($000) $48 Shares 1,000 Est. Cost $55.00 Unrealized
WDS WOODSIDE ENERGY GROUP-ADR 0.0%
Value ($000) $48 Shares 2,231 Est. Cost $21.52 Unrealized
MMM 3M CO 0.0%
Value ($000) $47 Shares 361 Est. Cost $78.80 Unrealized +33.5%
MS MORGAN STANLEY 0.0%
Value ($000) $47 Shares 624 Est. Cost $59.03 Unrealized +22.7%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $46 Shares 290 Est. Cost $47.55 Unrealized +206.0%
DNP SELECT INCOME FD INC COM 0.0%
Value ($000) $45 Shares 4,170 Est. Cost $10.74 Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $45 Shares 400 Est. Cost $61.14 Unrealized +71.2%
IVV I SHARES TR CORE S&P 500 ETF 0.0%
Value ($000) $44 Shares 116 Est. Cost $380.18 Unrealized
MTCH MATCH GROUP INC 0.0%
Value ($000) $43 Shares 614 Est. Cost $103.47 Unrealized -23.4%
ACN ACCENTURE PLC 0.0%
Value ($000) $43 Shares 155 Est. Cost $74.77 Unrealized +280.6%
SWK STANLEY BLACK & DECKER CORP 0.0%
Value ($000) $42 Shares 400 Est. Cost $56.98 Unrealized +87.2%
WY WEYERHAEUSER COMPANY 0.0%
Value ($000) $42 Shares 1,275 Est. Cost $34.12 Unrealized -1.6%
TMUS T-MOBILE US INC 0.0%
Value ($000) $42 Shares 315 Est. Cost $111.83 Unrealized +12.7%
CDW CDW CORP/DE 0.0%
Value ($000) $42 Shares 269 Est. Cost $127.80 Unrealized +25.6%
KMX CARMAX INC 0.0%
Value ($000) $42 Shares 460 Est. Cost $45.40 Unrealized +107.1%
EPD ENTERPRISE PRODUCTS PARTNERS LP 0.0%
Value ($000) $41 Shares 1,700 Est. Cost $34.65 Unrealized
MAR MARRIOTT INT'L CL A 0.0%
Value ($000) $41 Shares 300 Est. Cost $72.09 Unrealized +121.2%
RY ROYAL BANK OF CANADA 0.0%
Value ($000) $40 Shares 415 Est. Cost $59.94 Unrealized +70.6%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $39 Shares 163 Est. Cost $95.55 Unrealized +165.8%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $39 Shares 173 Est. Cost $249.55 Unrealized -0.6%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $39 Shares 775 Est. Cost $51.61 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $38 Shares 327 Est. Cost $67.54 Unrealized +53.0%
PNW PINNACLE WEST CAPITAL 0.0%
Value ($000) $37 Shares 500 Est. Cost $62.43 Unrealized +2.3%
SCCO SOUTHERN COPPER CORP DEL 0.0%
Value ($000) $37 Shares 750 Est. Cost $32.79 Unrealized +56.8%
MAA MID-AMERICA APARTMENT COMM 0.0%
Value ($000) $37 Shares 211 Est. Cost $98.48 Unrealized +64.5%
MED MEDFAST INC 0.0%
Value ($000) $36 Shares 200 Est. Cost $81.17 Unrealized +100.9%
GLAXOSMITHKLINE PLC ADR 0.0%
Value ($000) $36 Shares 815 Est. Cost $42.84 Unrealized
BAH BOOZ ALLEN HAMILTON HOLDINGS 0.0%
Value ($000) $35 Shares 389 Est. Cost $62.96 Unrealized +26.1%
NXST NEXSTAR MEDIA GROUP INC-CL A 0.0%
Value ($000) $35 Shares 217 Est. Cost $151.10 Unrealized -2.4%
FDX FEDEX CORP 0.0%
Value ($000) $34 Shares 153 Est. Cost $151.04 Unrealized +30.2%
ONB OLD NATL BANCORP IND 0.0%
Value ($000) $33 Shares 2,199 Est. Cost $16.19 Unrealized -4.9%
ICUI ICU MEDICAL INC 0.0%
Value ($000) $33 Shares 200 Est. Cost $76.66 Unrealized +151.1%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $32 Shares 338 Est. Cost $43.00 Unrealized +101.5%
CHKP CHECKPOINT SOFTWARE 0.0%
Value ($000) $32 Shares 262 Est. Cost $48.11 Unrealized +166.8%
WMB WILLIAMS CO INC (DELAWARE) 0.0%
Value ($000) $31 Shares 1,000 Est. Cost $25.54 Unrealized +14.3%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $30 Shares 814 Est. Cost $31.32 Unrealized +3.5%
DTE DTE ENERGY CO 0.0%
Value ($000) $30 Shares 235 Est. Cost $89.25 Unrealized +28.9%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $29 Shares 86 Est. Cost $305.20 Unrealized +13.2%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $29 Shares 190 Est. Cost $118.55 Unrealized +28.0%
MCHP MICROCHIP TECH INC 0.0%
Value ($000) $29 Shares 490 Est. Cost $43.85 Unrealized +38.8%
NICE NICE LTD - SPON ADR 0.0%
Value ($000) $28 Shares 148 Est. Cost $141.89 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $27 Shares 438 Est. Cost $52.55 Unrealized +18.5%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $27 Shares 345 Est. Cost $33.96 Unrealized
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $26 Shares 234 Est. Cost $157.64 Unrealized -22.6%
ETN EATON CORP PLC 0.0%
Value ($000) $25 Shares 200 Est. Cost $50.61 Unrealized +162.0%
ROST ROSS STORES INC 0.0%
Value ($000) $24 Shares 335 Est. Cost $99.04 Unrealized -13.7%
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $23 Shares 64 Est. Cost $358.15 Unrealized +13.6%
EXC EXELON CORPORATION 0.0%
Value ($000) $23 Shares 500 Est. Cost $17.56 Unrealized +134.8%
ORLY O REILLY AUTOMOTIVE INC 0.0%
Value ($000) $22 Shares 35 Est. Cost $25.83 Unrealized +66.6%
HAL HALLIBURTON CO 0.0%
Value ($000) $22 Shares 700 Est. Cost $35.28 Unrealized -2.2%
IAC IAC/INTERACTIVECORP 0.0%
Value ($000) $22 Shares 285 Est. Cost $129.53 Unrealized -45.6%
PPL PPL CORPORATION 0.0%
Value ($000) $22 Shares 800 Est. Cost $23.19 Unrealized +9.1%
BRO BROWN & BROWN INC 0.0%
Value ($000) $22 Shares 372 Est. Cost $34.20 Unrealized +75.2%
GM GENERAL MOTORS CO 0.0%
Value ($000) $22 Shares 700 Est. Cost $26.12 Unrealized +38.6%
OGN ORGANON & CO 0.0%
Value ($000) $21 Shares 600 Est. Cost $26.93 Unrealized +9.6%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $21 Shares 600 Est. Cost $53.69 Unrealized -28.7%
MDB MONGODB INC 0.0%
Value ($000) $21 Shares 80 Est. Cost $253.72 Unrealized +23.2%
VMC VULCAN MATERIALS CO 0.0%
Value ($000) $21 Shares 150 Est. Cost $104.21 Unrealized +53.9%
VLO VALERO REFINING & MARKETING 0.0%
Value ($000) $21 Shares 200 Est. Cost $23.95 Unrealized +342.3%
TSLA TESLA MOTORS INC 0.0%
Value ($000) $20 Shares 30 Est. Cost $311.47 Unrealized -12.4%
CTSH COGNIZANT TECHNLGY SOL 0.0%
Value ($000) $20 Shares 300 Est. Cost $47.91 Unrealized +50.4%
FIS FIDELITY NATL INFORMATION SERVICES 0.0%
Value ($000) $20 Shares 213 Est. Cost $117.12 Unrealized -22.7%
EATON VANCE TAX MNGD BUY - WRITE OPP FUND 0.0%
Value ($000) $20 Shares 1,500 Est. Cost $13.20 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $19 Shares 113 Est. Cost $114.57 Unrealized +45.6%
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $19 Shares 76 Est. Cost $25.59 Unrealized +70.5%
C CITIGROUP INC 0.0%
Value ($000) $19 Shares 406 Est. Cost $45.10 Unrealized -3.0%
INTU INTUIT COM 0.0%
Value ($000) $19 Shares 49 Est. Cost $347.69 Unrealized +16.3%
QSR RESTAURANT BRANDS INTL 0.0%
Value ($000) $18 Shares 350 Est. Cost $60.88 Unrealized -12.1%
SHEL SHELL PLC-ADR 0.0%
Value ($000) $18 Shares 350 Est. Cost $54.29 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $18 Shares 199 Est. Cost $28.29 Unrealized +192.5%
PSX PHILLIPS 66 0.0%
Value ($000) $18 Shares 220 Est. Cost $49.25 Unrealized +64.4%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $18 Shares 74 Est. Cost $180.55 Unrealized +23.8%
NEM NEWMONT MINING CORP 0.0%
Value ($000) $18 Shares 300 Est. Cost $60.03 Unrealized +5.4%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $18 Shares 200 Est. Cost $59.84 Unrealized +50.1%
YUM YUM BRANDS INC 0.0%
Value ($000) $18 Shares 155 Est. Cost $38.97 Unrealized +178.1%
FTV FORTIVE CORPORATION 0.0%
Value ($000) $17 Shares 314 Est. Cost $34.54 Unrealized +26.1%
CPRT COPART INC 0.0%
Value ($000) $17 Shares 159 Est. Cost $19.41 Unrealized +46.6%
CC CHEMOURS CO/THE 0.0%
Value ($000) $17 Shares 520 Est. Cost $7.03 Unrealized +358.0%
NFLX NETFLIX INC 0.0%
Value ($000) $17 Shares 95 Est. Cost $12.24 Unrealized +81.1%
VT VANGUARD TOT WORLD STK ETF 0.0%
Value ($000) $16 Shares 193 Est. Cost $82.90 Unrealized
DOX AMDOCS LIMITED 0.0%
Value ($000) $14 Shares 166 Est. Cost $56.21 Unrealized +35.3%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $13 Shares 250 Est. Cost $51.38 Unrealized +2.5%
OXY OCCIDENTAL PETE CORP DEL 0.0%
Value ($000) $12 Shares 200 Est. Cost $56.60 Unrealized +2.7%
MLCO MELCO CROWN ENTERTAINMENT 0.0%
Value ($000) $12 Shares 2,000 Est. Cost $22.50 Unrealized
FTSL FIRST TRUST SENIOR LOAN ETF 0.0%
Value ($000) $12 Shares 271 Est. Cost $44.28 Unrealized
BX BLACKSTONE GROUP LP 0.0%
Value ($000) $11 Shares 122 Est. Cost $56.43 Unrealized +70.3%
CEG CONSTELLATION ENERGY 0.0%
Value ($000) $10 Shares 166 Est. Cost $47.25 Unrealized +23.6%
APD AIR PRODUCTS & CHEMICAL INC. 0.0%
Value ($000) $9 Shares 38 Est. Cost $240.69 Unrealized -8.2%
KE KIMBALL ELECTRONICS INC 0.0%
Value ($000) $9 Shares 450 Est. Cost $16.44 Unrealized +14.5%
TGT TARGET CORPORATION 0.0%
Value ($000) $9 Shares 65 Est. Cost $117.23 Unrealized +45.2%
ISRG INTUITIVE SURGIAL INC 0.0%
Value ($000) $8 Shares 39 Est. Cost $287.03 Unrealized -18.3%
IJH ISHARES TR CORE S&P MID-CAP 0.0%
Value ($000) $8 Shares 37 Est. Cost $207.34 Unrealized
ESGU ISHARES ESG AWARE MSCI USA 0.0%
Value ($000) $7 Shares 83 Est. Cost $84.34 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $7 Shares 26 Est. Cost $176.91 Unrealized +51.3%
NFG NATIONAL FUEL GAS 0.0%
Value ($000) $7 Shares 100 Est. Cost $42.58 Unrealized +64.7%
NWL NEWELL BRANDS INC 0.0%
Value ($000) $6 Shares 300 Est. Cost $15.76 Unrealized +13.9%
DTM DT MIDSTREAM INC 0.0%
Value ($000) $6 Shares 117 Est. Cost $35.96 Unrealized +29.5%
SO THE SOUTHERN COMPANY 0.0%
Value ($000) $6 Shares 85 Est. Cost $29.62 Unrealized +117.0%
UNILEVER PLC AMER SHS 0.0%
Value ($000) $5 Shares 100 Est. Cost $60.00 Unrealized
WAB WABTEC CORP 0.0%
Value ($000) $5 Shares 64 Est. Cost $70.74 Unrealized +23.4%
KIMBALL INTERNATIONAL - B 0.0%
Value ($000) $5 Shares 600 Est. Cost $20.00 Unrealized
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $4 Shares 114 Est. Cost $29.17 Unrealized +33.2%
VBK VANGUARD SM-CAP GRWTH ETF 0.0%
Value ($000) $4 Shares 22 Est. Cost $269.88 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $4 Shares 37 Est. Cost $116.55 Unrealized -1.4%
SWBI SMITH & WESSON BRANDS INC 0.0%
Value ($000) $4 Shares 300 Est. Cost $9.29 Unrealized +56.1%
ALC ALCON INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $57.87 Unrealized +24.7%
VTRS VIATRIS INC 0.0%
Value ($000) $2 Shares 185 Est. Cost $13.33 Unrealized -30.3%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $121.59 Unrealized -20.5%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $1 Shares 36 Est. Cost $35.78 Unrealized +6.0%
VOD VODAFONE GROUP PLC-SP ADR 0.0%
Value ($000) $1 Shares 39 Est. Cost $20.68 Unrealized
JCI JOHNSON CONTROLS INTL PLC 0.0%
Value ($000) $1 Shares 29 Est. Cost $32.78 Unrealized +58.0%
CCL CARNIVAL CORPORATION 0.0%
Value ($000) $1 Shares 100 Est. Cost $21.39 Unrealized -31.4%
OXY/WS OCCIDENTAL PETROLEUM WARRANTEXP DTE 080327 0.0%
Value ($000) $1 Shares 25 Est. Cost Unrealized
AOUT AMERICAN OUTDOOR BRANDS INC 0.0%
Value ($000) $1 Shares 75 Est. Cost $14.76 Unrealized -19.8%
KD KYNDRYL HOLDINGS INC 0.0%
Value ($000) $1 Shares 88 Est. Cost $21.59 Unrealized -46.1%
MAC THE MACERICH CO 0.0%
Value ($000) $1 Shares 100 Est. Cost $15.00 Unrealized
ALKALINE WATER CO INC / THE 0.0%
Value ($000) $0 Shares 200 Est. Cost Unrealized
ZIMVIE INC 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
TABULA RASA HEALTHCARE INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $40.00 Unrealized