CITY HOLDING CO Diversified Active

CIK: 0000726854 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 12, 2024

Total Value ($000): $676,482 (100.0% shares, 0.0% debt)

Holdings (459)

CHCO CITY HLDG CO COM 4.2%
Value ($000) $28,221 Shares 265,606 Est. Cost $35.64 Unrealized +174.7%
AAPL APPLE INC COM 4.1%
Value ($000) $27,612 Shares 131,099 Est. Cost $86.02 Unrealized +115.2%
MSFT MICROSOFT CORP COM 3.8%
Value ($000) $26,019 Shares 58,215 Est. Cost $59.42 Unrealized +602.2%
LLY LILLY ELI & CO COM 3.6%
Value ($000) $24,063 Shares 26,578 Est. Cost $61.05 Unrealized +1195.6%
GOOGL ALPHABET INC CAP STK CL A 3.5%
Value ($000) $23,988 Shares 131,697 Est. Cost $107.88 Unrealized +55.1%
AMZN AMAZON COM INC COM 2.6%
Value ($000) $17,368 Shares 89,872 Est. Cost $124.21 Unrealized +47.9%
META META PLATFORMS INC (FB) 2.3%
Value ($000) $15,709 Shares 31,155 Est. Cost $185.86 Unrealized +160.0%
WMT WAL MART STORES INC COM 1.9%
Value ($000) $12,885 Shares 190,321 Est. Cost $46.34 Unrealized +33.7%
LOW LOWES COS INC COM 1.7%
Value ($000) $11,444 Shares 51,910 Est. Cost $54.81 Unrealized +303.8%
NVDA NVIDIA CORP COM 1.6%
Value ($000) $10,534 Shares 85,269 Est. Cost $92.74 Unrealized +9.0%
WM WASTE MGMT INC DEL COM 1.5%
Value ($000) $10,355 Shares 48,539 Est. Cost $60.33 Unrealized +236.2%
PG PROCTER & GAMBLE CO COM 1.4%
Value ($000) $9,566 Shares 58,005 Est. Cost $64.08 Unrealized +145.3%
JPM J P MORGAN CHASE & CO COM 1.3%
Value ($000) $9,059 Shares 44,792 Est. Cost $82.22 Unrealized +130.1%
MA MASTERCARD INC CL A 1.3%
Value ($000) $8,814 Shares 19,979 Est. Cost $219.29 Unrealized +105.9%
XOM EXXON MOBIL CORP COM 1.2%
Value ($000) $8,197 Shares 71,206 Est. Cost $62.23 Unrealized +76.9%
IWF ISHARES TR RUSSELL1000GRW 1.2%
Value ($000) $7,980 Shares 21,894 Est. Cost $178.18 Unrealized
DE DEERE & CO COM 1.1%
Value ($000) $7,747 Shares 20,736 Est. Cost $119.38 Unrealized +218.7%
CAT CATERPILLAR INC DEL COM 1.1%
Value ($000) $7,359 Shares 22,094 Est. Cost $93.02 Unrealized +264.1%
MCD MCDONALDS CORP COM 1.1%
Value ($000) $7,337 Shares 28,791 Est. Cost $106.06 Unrealized +140.5%
V VISA INC COM CL A 1.1%
Value ($000) $7,131 Shares 27,171 Est. Cost $134.60 Unrealized +101.2%
HD HOME DEPOT INC COM 1.0%
Value ($000) $7,057 Shares 20,502 Est. Cost $135.13 Unrealized +142.4%
ABBV ABBVIE INC COM 1.0%
Value ($000) $6,943 Shares 40,482 Est. Cost $80.38 Unrealized +95.5%
PJAN INNOVATOR U.S. EQUITY POWER BUFFER (JAN) 1.0%
Value ($000) $6,579 Shares 163,570 Est. Cost $31.72 Unrealized
COST COSTCO WHSL CORP NEW COM 1.0%
Value ($000) $6,438 Shares 7,575 Est. Cost $530.64 Unrealized +45.8%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.9%
Value ($000) $6,213 Shares 15,274 Est. Cost $229.34 Unrealized +78.2%
CVX CHEVRON CORPORATION 0.9%
Value ($000) $6,020 Shares 38,486 Est. Cost $81.30 Unrealized +82.5%
UNH UNITEDHEALTH GROUP INC COM 0.9%
Value ($000) $5,979 Shares 11,741 Est. Cost $394.15 Unrealized +20.0%
KO COCA COLA CO COM 0.9%
Value ($000) $5,871 Shares 92,245 Est. Cost $32.35 Unrealized +82.0%
AMD ADVANCED MICRO DEVICES INC COM 0.8%
Value ($000) $5,692 Shares 35,089 Est. Cost $104.14 Unrealized +54.5%
DIS DISNEY WALT CO COM DISNEY 0.8%
Value ($000) $5,435 Shares 54,736 Est. Cost $106.74 Unrealized -1.1%
PEP PEPSICO INC COM 0.8%
Value ($000) $5,407 Shares 32,785 Est. Cost $87.95 Unrealized +84.6%
IWR I SHARES RUSSELL MID-CAP INDEX FD 0.8%
Value ($000) $5,272 Shares 65,024 Est. Cost $70.97 Unrealized
INTU INTUIT COM 0.8%
Value ($000) $5,212 Shares 7,931 Est. Cost $321.38 Unrealized +91.1%
TT TRANE TECHNOLOGIES PLC 0.8%
Value ($000) $5,179 Shares 15,746 Est. Cost $107.73 Unrealized +191.2%
SO SOUTHERN CO COM 0.7%
Value ($000) $5,061 Shares 65,253 Est. Cost $36.85 Unrealized +94.8%
IWM I SHARES RUSSELL 2000 INDEX ETF 0.7%
Value ($000) $4,776 Shares 23,540 Est. Cost $141.48 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.7%
Value ($000) $4,773 Shares 81,558 Est. Cost $86.87 Unrealized
EFA ETF I-SHARES TRUST EAFE INDEX FUND 0.7%
Value ($000) $4,729 Shares 60,376 Est. Cost $66.72 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.7%
Value ($000) $4,677 Shares 74,650 Est. Cost $61.77 Unrealized +0.6%
CMI CUMMINS INC COM 0.7%
Value ($000) $4,640 Shares 16,755 Est. Cost $150.87 Unrealized +83.0%
ADP AUTOMATIC DATA PROCESSING INCOM 0.7%
Value ($000) $4,587 Shares 19,220 Est. Cost $60.08 Unrealized +293.8%
AFL AFLAC INC COM 0.7%
Value ($000) $4,524 Shares 50,662 Est. Cost $42.49 Unrealized +95.5%
ABT ABBOTT LABS COM 0.7%
Value ($000) $4,459 Shares 42,913 Est. Cost $37.63 Unrealized +173.6%
RDVY FIRST TR RISING DIVIDEND ACHIEVERS ETF 0.6%
Value ($000) $4,346 Shares 79,374 Est. Cost $50.98 Unrealized
SHYG I SHARES 0-5YR HIGH YIELD CORP BD 0.6%
Value ($000) $4,059 Shares 96,188 Est. Cost $45.23 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.6%
Value ($000) $4,026 Shares 37,748 Est. Cost $92.84 Unrealized
EEM ISHARES TR INDEX MSCI EMERG MKT 0.6%
Value ($000) $3,925 Shares 92,161 Est. Cost $47.50 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.6%
Value ($000) $3,921 Shares 12,923 Est. Cost $198.76 Unrealized +50.6%
LIN LINDE PLC SHS 0.6%
Value ($000) $3,777 Shares 8,608 Est. Cost $380.58 Unrealized +13.1%
JNJ JOHNSON & JOHNSON COM 0.5%
Value ($000) $3,689 Shares 25,243 Est. Cost $77.29 Unrealized +83.0%
MS MORGAN STANLEY 0.5%
Value ($000) $3,662 Shares 37,677 Est. Cost $76.83 Unrealized +18.2%
VV VANGUARD LARGE CAP ETF 0.5%
Value ($000) $3,641 Shares 14,586 Est. Cost $205.10 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.5%
Value ($000) $3,600 Shares 13,458 Est. Cost $196.29 Unrealized
MCHP MICROCHIP TECHNOLOGY INC COM 0.5%
Value ($000) $3,541 Shares 38,698 Est. Cost $47.49 Unrealized +84.0%
NEE NEXTERA ENERGY INC COM 0.5%
Value ($000) $3,531 Shares 49,874 Est. Cost $57.34 Unrealized +17.9%
VO VANGUARD INDEX FDS MID CAP ETF 0.5%
Value ($000) $3,465 Shares 14,311 Est. Cost $209.89 Unrealized
XLF SELECT SECTOR SPDR TR SBI INT-FINL 0.5%
Value ($000) $3,388 Shares 82,415 Est. Cost $27.33 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.5%
Value ($000) $3,365 Shares 13,081 Est. Cost $175.84 Unrealized +41.2%
AMGN AMGEN INC COM 0.5%
Value ($000) $3,328 Shares 10,652 Est. Cost $114.23 Unrealized +144.5%
ORCL ORACLE CORP COM 0.5%
Value ($000) $3,244 Shares 22,976 Est. Cost $56.76 Unrealized +115.5%
QQQ INVESCO QQQ TR UNIT SER 1 0.5%
Value ($000) $3,094 Shares 6,459 Est. Cost $379.71 Unrealized
IWN ISHARES TR INDEX RUSL 2000 VALU 0.5%
Value ($000) $3,087 Shares 20,270 Est. Cost $112.52 Unrealized
SPY SPDR S&P 500 ETF TR TR UNIT 0.4%
Value ($000) $3,025 Shares 5,559 Est. Cost $213.14 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $3,006 Shares 5,435 Est. Cost $543.29 Unrealized +4.9%
XLK SELECT SECTOR SPDR TR TECHNOLOGY 0.4%
Value ($000) $2,975 Shares 13,150 Est. Cost $72.77 Unrealized
COP CONOCOPHILLIPS COM 0.4%
Value ($000) $2,911 Shares 25,454 Est. Cost $63.99 Unrealized +80.3%
IWS ISHARES TR RUSSELL MCP VL 0.4%
Value ($000) $2,888 Shares 23,916 Est. Cost $77.55 Unrealized
FPE FIRST TRUST SECURITIES AND INCOME ETF 0.4%
Value ($000) $2,870 Shares 165,297 Est. Cost $20.28 Unrealized
TGT TARGET CORP COM 0.4%
Value ($000) $2,853 Shares 19,271 Est. Cost $99.51 Unrealized +48.7%
GMAR FIRST TR EXCHANGE ETF (MAR) 0.4%
Value ($000) $2,803 Shares 79,100 Est. Cost $31.34 Unrealized
IWV ISHARES TR RUSSELL 3000 ETF 0.4%
Value ($000) $2,792 Shares 9,046 Est. Cost $182.92 Unrealized
RSG REPUBLIC SVCS INC COM 0.4%
Value ($000) $2,763 Shares 14,218 Est. Cost $102.58 Unrealized +80.5%
PSX PHILLIPS 66 COM 0.4%
Value ($000) $2,761 Shares 19,559 Est. Cost $54.86 Unrealized +154.5%
DVY I SHARES SELECT DIVIDEND INDEX 0.4%
Value ($000) $2,737 Shares 22,624 Est. Cost $102.81 Unrealized
HON HONEYWELL INTL INC COM 0.4%
Value ($000) $2,663 Shares 12,473 Est. Cost $145.35 Unrealized +26.4%
DHR DANAHER CORP 0.4%
Value ($000) $2,648 Shares 10,597 Est. Cost $222.33 Unrealized +12.6%
GAPR FIRST TR EXCHANGE ETF (APR) 0.4%
Value ($000) $2,635 Shares 73,900 Est. Cost $31.19 Unrealized
PMAR INNOVATOR ETFS TRUST S&P 500POWER BUFFER (MAR) 0.4%
Value ($000) $2,475 Shares 65,297 Est. Cost $30.33 Unrealized
MRK MERCK & CO INC NEW COM 0.4%
Value ($000) $2,474 Shares 19,984 Est. Cost $74.42 Unrealized +63.5%
MPC MARATHON PETE CORP COM 0.3%
Value ($000) $2,260 Shares 13,028 Est. Cost $88.13 Unrealized +103.8%
SCHW SCHWAB CHARLES CORP NEW COM 0.3%
Value ($000) $2,219 Shares 30,111 Est. Cost $56.57 Unrealized +27.9%
VZ VERIZON COMMUNICATIONS COM 0.3%
Value ($000) $2,093 Shares 50,765 Est. Cost $33.31 Unrealized +9.5%
ITW ILLINOIS TOOL WKS INC COM 0.3%
Value ($000) $2,075 Shares 8,756 Est. Cost $122.76 Unrealized +92.9%
MSCI MSCI INC COM 0.3%
Value ($000) $2,074 Shares 4,305 Est. Cost $515.43 Unrealized -5.6%
GSEP ETF FIRST TR EXCHANGE (SEP) 0.3%
Value ($000) $2,038 Shares 60,310 Est. Cost $31.61 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BD ETF 0.3%
Value ($000) $2,034 Shares 42,955 Est. Cost $49.89 Unrealized
GFEB FIRST TR EXCHANGE ETF (FEB) 0.3%
Value ($000) $2,029 Shares 57,257 Est. Cost $31.85 Unrealized
LMBS FIRST TRUST LOW DURATIONS OPPOS ETF 0.3%
Value ($000) $1,939 Shares 40,370 Est. Cost $47.76 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.3%
Value ($000) $1,931 Shares 19,266 Est. Cost $57.95 Unrealized +62.6%
LHX L3 HARRIS TECHNOLOGIES INC 0.3%
Value ($000) $1,894 Shares 8,434 Est. Cost $180.73 Unrealized +15.8%
BND VANGUARD BD INDEX FDS TOTAL BND MRKT 0.3%
Value ($000) $1,846 Shares 25,631 Est. Cost $79.69 Unrealized
PSEP INNOVATOR ETFS TRUST US EQTY PWR BUF (SEP) 0.3%
Value ($000) $1,833 Shares 48,930 Est. Cost $27.81 Unrealized
CSX CSX CORP COM 0.3%
Value ($000) $1,833 Shares 54,811 Est. Cost $26.41 Unrealized +25.4%
SBUX STARBUCKS CORP COM 0.3%
Value ($000) $1,821 Shares 23,398 Est. Cost $88.08 Unrealized -11.4%
FISV FISERV INC COM 0.3%
Value ($000) $1,820 Shares 12,210 Est. Cost $116.42 Unrealized +30.0%
CSCO CISCO SYS INC COM 0.3%
Value ($000) $1,789 Shares 37,666 Est. Cost $18.20 Unrealized +148.9%
TJX TJX COS INC NEW COM 0.3%
Value ($000) $1,761 Shares 15,991 Est. Cost $61.84 Unrealized +59.5%
SOXX ISHARES SEMICONDUCTOR ETF 0.3%
Value ($000) $1,750 Shares 7,095 Est. Cost $309.05 Unrealized
PFF ISHARES TR US PFD STK IDX 0.3%
Value ($000) $1,732 Shares 54,921 Est. Cost $37.10 Unrealized
RWR ETF SPDR DOW JONES REIT 0.2%
Value ($000) $1,664 Shares 17,875 Est. Cost $89.32 Unrealized
GAUG ETF FIRST TR EXCHANGE (AUG) 0.2%
Value ($000) $1,634 Shares 48,550 Est. Cost $29.45 Unrealized
CDW CDW CORP COM 0.2%
Value ($000) $1,626 Shares 7,266 Est. Cost $136.64 Unrealized +65.9%
ED CONSOLIDATED EDISON INC COM 0.2%
Value ($000) $1,616 Shares 18,070 Est. Cost $53.91 Unrealized +62.8%
VLTO VERALTO CORP COM SHS 0.2%
Value ($000) $1,609 Shares 16,853 Est. Cost $75.94 Unrealized +25.0%
PAPR INNOVATOR ETFS TRUST US EQT PWR BUF (APR) 0.2%
Value ($000) $1,609 Shares 46,422 Est. Cost $27.49 Unrealized
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $1,573 Shares 8,088 Est. Cost $55.96 Unrealized +214.8%
AVY AVERY DENNISON CORP COM 0.2%
Value ($000) $1,571 Shares 7,183 Est. Cost $184.26 Unrealized +16.6%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $1,553 Shares 14,095 Est. Cost $47.52 Unrealized +126.2%
SYY SYSCO CORP 0.2%
Value ($000) $1,531 Shares 21,445 Est. Cost $27.97 Unrealized +154.5%
GNOV ETF FIRST TR EXCHANGE (NOV) 0.2%
Value ($000) $1,528 Shares 45,262 Est. Cost $31.69 Unrealized
VOT ETF VANGUARD MID-CAP 0.2%
Value ($000) $1,506 Shares 6,561 Est. Cost $222.35 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.2%
Value ($000) $1,501 Shares 10,965 Est. Cost $77.52 Unrealized +67.7%
GDX VANECK VECTORS GOLD MINERS ETF 0.2%
Value ($000) $1,479 Shares 43,600 Est. Cost $29.77 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 0.2%
Value ($000) $1,452 Shares 15,196 Est. Cost $90.59 Unrealized
GMAY FIRST TR EXCHANGE ETF (MAY) 0.2%
Value ($000) $1,415 Shares 40,434 Est. Cost $31.21 Unrealized
NKE NIKE INC 0.2%
Value ($000) $1,396 Shares 18,524 Est. Cost $92.49 Unrealized -3.0%
RTX RTX CORPORATION COM 0.2%
Value ($000) $1,380 Shares 13,746 Est. Cost $57.16 Unrealized +75.2%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $1,287 Shares 6,464 Est. Cost $130.01 Unrealized +40.3%
VNQ VANGUARD INDEX FDS REIT ETF 0.2%
Value ($000) $1,266 Shares 15,115 Est. Cost $86.38 Unrealized
BAC BANK OF AMERICA CORPORATION COM 0.2%
Value ($000) $1,239 Shares 31,157 Est. Cost $20.57 Unrealized +79.1%
IJT ISHARES S&P SMALL CAP 600 GROWTH INDEX FUND 0.2%
Value ($000) $1,219 Shares 9,494 Est. Cost $125.01 Unrealized
HYG ISHARES TRUSTIBOXX HIGHYIELDCORPORATE BOND 0.2%
Value ($000) $1,201 Shares 15,573 Est. Cost $77.26 Unrealized
VWO VANGUARD INTL EQUITY INDEX EMERG MKT ETF 0.2%
Value ($000) $1,200 Shares 27,428 Est. Cost $41.22 Unrealized
VRSK VERISK ANALYTICS INC COM 0.2%
Value ($000) $1,195 Shares 4,432 Est. Cost $151.07 Unrealized +60.2%
SPGI S&P GLOBAL INC COM 0.2%
Value ($000) $1,181 Shares 2,647 Est. Cost $397.09 Unrealized +6.7%
XLU SELECT SECTOR SPDR TR SBI INT-UTILS 0.2%
Value ($000) $1,175 Shares 17,250 Est. Cost $47.14 Unrealized
GRMN GARMIN LTD SHS 0.2%
Value ($000) $1,169 Shares 7,178 Est. Cost $92.22 Unrealized +66.1%
VEA VANGUARD TAX MANAGED FDS VAN FTSE DEV MKT 0.2%
Value ($000) $1,168 Shares 23,637 Est. Cost $45.26 Unrealized
CME CME GROUP INC COM 0.2%
Value ($000) $1,150 Shares 5,847 Est. Cost $157.52 Unrealized +23.8%
DG DOLLAR GEN CORP NEW COM 0.2%
Value ($000) $1,144 Shares 8,653 Est. Cost $79.34 Unrealized +69.6%
NSC NORFOLK SOUTHERN CORP COM 0.2%
Value ($000) $1,117 Shares 5,204 Est. Cost $71.58 Unrealized +213.2%
GJUL FIRST TR EXCHANGE ETF (JULY) 0.2%
Value ($000) $1,076 Shares 30,950 Est. Cost $29.93 Unrealized
GJUN FIRST TR EXCHANGE ETF (JUNE) 0.2%
Value ($000) $1,071 Shares 31,400 Est. Cost $30.66 Unrealized
D DOMINION RES INC VA NEW COM 0.2%
Value ($000) $1,049 Shares 21,399 Est. Cost $49.74 Unrealized -5.3%
ACWX ISHARES MSCI ACWI EX US ETF 0.2%
Value ($000) $1,046 Shares 19,685 Est. Cost $53.11 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.2%
Value ($000) $1,045 Shares 21,279 Est. Cost $45.72 Unrealized
CI THE CIGNA GROUP COM 0.2%
Value ($000) $1,024 Shares 3,097 Est. Cost $266.02 Unrealized +25.6%
ODFL OLD DOMINION FREIGHT LINE INCOM 0.2%
Value ($000) $1,023 Shares 5,794 Est. Cost $181.60 Unrealized +2.7%
IJS ISHARES S&P SMALL CAP 600 VALUE INDEX FUND 0.2%
Value ($000) $1,022 Shares 10,505 Est. Cost $100.61 Unrealized
PAUG INNOVATOR U.S. EQUITY POWER BUFFER ETF (AUG) 0.1%
Value ($000) $1,012 Shares 27,717 Est. Cost $27.06 Unrealized
PDEC INNOVATOR ETFS TRUST (PDEC) 0.1%
Value ($000) $1,004 Shares 26,778 Est. Cost $31.28 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.1%
Value ($000) $1,002 Shares 4,005 Est. Cost $268.03 Unrealized
FYX FIRST TRUST SMALL CAP CORE ALPHADEX FUND 0.1%
Value ($000) $1,001 Shares 11,063 Est. Cost $88.50 Unrealized
XLY SELECT SECTOR SPDR TR SBI CONS DISCR 0.1%
Value ($000) $1,000 Shares 5,484 Est. Cost $151.99 Unrealized
IWD ISHARES TR RUS 1000 VAL ETF 0.1%
Value ($000) $990 Shares 5,672 Est. Cost $150.44 Unrealized
CHKP CHECK POINT SOFTWARE TECH LTORD 0.1%
Value ($000) $987 Shares 5,980 Est. Cost $137.57 Unrealized +13.3%
DTM DT MIDSTREAM INC 0.1%
Value ($000) $956 Shares 13,458 Est. Cost $39.22 Unrealized +58.1%
POCT INNOVATOR ETFS TRUST S&P 500 POWER BUFFER (OCT) 0.1%
Value ($000) $945 Shares 24,672 Est. Cost $29.58 Unrealized
FTCS FIRST TRUST CAPITAL STRENGTHETF 0.1%
Value ($000) $932 Shares 11,093 Est. Cost $71.08 Unrealized
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $922 Shares 11,718 Est. Cost $70.53 Unrealized +10.7%
INTERPUBLIC GROUP COS INC COM 0.1%
Value ($000) $921 Shares 31,668 Est. Cost $29.20 Unrealized -1.3%
SPSB SPDR SERIES TRUST BARC SHT TR CP 0.1%
Value ($000) $911 Shares 30,669 Est. Cost $29.67 Unrealized
IJK ISHARES S&P MIDCAP 400 GROWTH INDEX FUND 0.1%
Value ($000) $903 Shares 10,248 Est. Cost $87.12 Unrealized
CARR CARRIER GLOBAL CORP 0.1%
Value ($000) $896 Shares 14,208 Est. Cost $20.61 Unrealized +192.1%
CINF CINN FINCL CRPT OHIO 0.1%
Value ($000) $883 Shares 7,477 Est. Cost $77.14 Unrealized +45.9%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $879 Shares 14,890 Est. Cost $60.44 Unrealized -3.2%
GLD SPDR GOLD TRUST GOLD SHS 0.1%
Value ($000) $874 Shares 4,066 Est. Cost $164.76 Unrealized
GOCT FIRST TR EXCHANGE ETF (OCT) CBOE VEST US EQUITY 0.1%
Value ($000) $869 Shares 25,480 Est. Cost $32.34 Unrealized
EL LAUDER ESTEE COS INC CL A 0.1%
Value ($000) $846 Shares 7,950 Est. Cost $181.41 Unrealized -30.1%
PFE PFIZER INC COM 0.1%
Value ($000) $837 Shares 29,910 Est. Cost $22.98 Unrealized +7.8%
CTVA CORTEVA INC COM 0.1%
Value ($000) $824 Shares 15,279 Est. Cost $33.09 Unrealized +63.4%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $823 Shares 4,489 Est. Cost $108.94 Unrealized +55.0%
VOE VANGUARD MID-CAP VALUE 0.1%
Value ($000) $823 Shares 5,473 Est. Cost $134.43 Unrealized
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $806 Shares 3,450 Est. Cost $98.36 Unrealized +131.7%
DTE DTE ENERGY CO COM 0.1%
Value ($000) $803 Shares 7,232 Est. Cost $66.39 Unrealized +58.9%
IVW ISHARES S&P 500 GROWTH INDEX FUND 0.1%
Value ($000) $802 Shares 8,668 Est. Cost $67.85 Unrealized
VBR VANGUARD INDEX FDS SMALL CAP 0.1%
Value ($000) $784 Shares 4,296 Est. Cost $168.46 Unrealized
T AT&T INC 0.1%
Value ($000) $750 Shares 39,261 Est. Cost $13.29 Unrealized +21.6%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $732 Shares 7,547 Est. Cost $53.14 Unrealized +67.6%
IBM INTERNATIONAL BUSINESS MACHSCOM 0.1%
Value ($000) $720 Shares 4,165 Est. Cost $104.16 Unrealized +59.2%
GIS GENERAL MILLS INC 0.1%
Value ($000) $715 Shares 11,298 Est. Cost $36.51 Unrealized +76.5%
INTC INTEL CORP COM 0.1%
Value ($000) $684 Shares 22,095 Est. Cost $24.57 Unrealized +32.3%
TIP ISHARES BARCLAYS TIP BOND FUND 0.1%
Value ($000) $683 Shares 6,399 Est. Cost $127.33 Unrealized
IDXX IDEXX LABS INC COM 0.1%
Value ($000) $668 Shares 1,371 Est. Cost $577.77 Unrealized -13.1%
COF CAPITAL ONE FINL CORP COM 0.1%
Value ($000) $664 Shares 4,795 Est. Cost $137.09 Unrealized +0.1%
DOW DOW INC 0.1%
Value ($000) $635 Shares 11,968 Est. Cost $37.13 Unrealized +37.9%
BA BOEING CO COM 0.1%
Value ($000) $615 Shares 3,378 Est. Cost $194.09 Unrealized -8.2%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.1%
Value ($000) $612 Shares 1 Est. Cost $173485.66 Unrealized +255.4%
MAR MARRIOTT INTERNATION NEW CL A 0.1%
Value ($000) $609 Shares 2,517 Est. Cost $69.39 Unrealized +240.3%
TROW PRICE T ROWE GROUP INC COM 0.1%
Value ($000) $608 Shares 5,270 Est. Cost $116.19 Unrealized -8.9%
BMY BRISTOL MYERS SQUIBB CO COM 0.1%
Value ($000) $601 Shares 14,479 Est. Cost $39.69 Unrealized +3.3%
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $599 Shares 15,427 Est. Cost $36.12 Unrealized -3.3%
IEFA ISHARES TR CORE MSCI EAFE 0.1%
Value ($000) $581 Shares 8,003 Est. Cost $70.14 Unrealized
XPO XPO LOGISTICS INC COM 0.1%
Value ($000) $560 Shares 5,274 Est. Cost $80.79 Unrealized +38.8%
DVA DAVITA HEALTHCARE PARTNERS ICOM 0.1%
Value ($000) $554 Shares 3,996 Est. Cost $104.54 Unrealized +31.8%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $552 Shares 1,851 Est. Cost $266.90 Unrealized +14.3%
ITA ISHARES TR US AER DEF ETF 0.1%
Value ($000) $531 Shares 4,025 Est. Cost $171.25 Unrealized
GPC GENUINE PARTS CO COM 0.1%
Value ($000) $503 Shares 3,636 Est. Cost $62.71 Unrealized +125.8%
YUM YUM BRANDS INC COM 0.1%
Value ($000) $496 Shares 3,741 Est. Cost $90.47 Unrealized +47.3%
PNOV INNOVATOR ETFS TRUST US EQTY PWR BUF(NOV) 0.1%
Value ($000) $490 Shares 13,500 Est. Cost $29.32 Unrealized
ADM ARCHER DANIELS MIDLAND 0.1%
Value ($000) $465 Shares 7,697 Est. Cost $52.48 Unrealized +10.0%
MET MET LIFE COMMON STOCK 0.1%
Value ($000) $444 Shares 6,325 Est. Cost $45.05 Unrealized +51.3%
XLE SELECT SECTOR SPDR TR SBI INT-ENERGY 0.1%
Value ($000) $436 Shares 4,789 Est. Cost $72.71 Unrealized
NWSA NEWS CORP NEW CL A 0.1%
Value ($000) $407 Shares 14,753 Est. Cost $21.45 Unrealized +19.1%
ELV ELEVANCE HEALTH INC COM 0.1%
Value ($000) $387 Shares 715 Est. Cost $160.31 Unrealized +220.4%
KELLANOVA COM 0.1%
Value ($000) $382 Shares 6,616 Est. Cost $42.98 Unrealized +30.7%
ALB ALBEMARLE CORP COM 0.1%
Value ($000) $381 Shares 3,991 Est. Cost $149.71 Unrealized -23.1%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $370 Shares 1,596 Est. Cost $81.84 Unrealized +177.7%
XLV CEF SELECT SECTOR SPDR FUND HEALTHCARE BE 0.1%
Value ($000) $369 Shares 2,533 Est. Cost $121.31 Unrealized
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $368 Shares 3,827 Est. Cost $55.80 Unrealized +68.0%
IYR ISHARES TR U.S. REAL ES ETF 0.1%
Value ($000) $367 Shares 4,186 Est. Cost $65.61 Unrealized
VIG VANGUARD SPECIALIZED PORTFOLDIV APP ETF 0.1%
Value ($000) $357 Shares 1,953 Est. Cost $128.44 Unrealized
CMCSA COMCAST CORPORATION (NEW) 0.1%
Value ($000) $352 Shares 9,000 Est. Cost $38.33 Unrealized -3.2%
HACK ETF AMPLIFY CYBERSECURITY 0.1%
Value ($000) $351 Shares 5,420 Est. Cost $64.11 Unrealized
AEP AMERICAN ELEC PWR INC COM 0.0%
Value ($000) $335 Shares 3,815 Est. Cost $45.05 Unrealized +83.4%
IVV ISHARES TR CORE S&P500 ETF 0.0%
Value ($000) $328 Shares 600 Est. Cost $272.06 Unrealized
IWP ISHARES TR RUSSELL MID CAP G 0.0%
Value ($000) $320 Shares 2,899 Est. Cost $106.37 Unrealized
RCL ROYAL CARIBBEAN CRUISES LTD COM 0.0%
Value ($000) $319 Shares 2,000 Est. Cost $79.83 Unrealized +77.0%
UNP UNION PAC CORP COM 0.0%
Value ($000) $319 Shares 1,408 Est. Cost $104.23 Unrealized +116.3%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 0.0%
Value ($000) $317 Shares 634 Est. Cost $365.82 Unrealized
IEMG ISHARES INC CORE MSCI EMKT 0.0%
Value ($000) $312 Shares 5,834 Est. Cost $55.76 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $311 Shares 2,000 Est. Cost $81.00 Unrealized +81.0%
UBSI UNITED BANKSHARES INC WV 0.0%
Value ($000) $300 Shares 9,258 Est. Cost $35.95 Unrealized -8.1%
IDCC INTERDIGITAL INC COM 0.0%
Value ($000) $295 Shares 2,531 Est. Cost $45.29 Unrealized +136.0%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $287 Shares 1,106 Est. Cost $53.67 Unrealized +355.5%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORP BD FD 0.0%
Value ($000) $277 Shares 2,584 Est. Cost $126.74 Unrealized
TSLA TESLA MTRS INC COM 0.0%
Value ($000) $276 Shares 1,397 Est. Cost $266.13 Unrealized -34.3%
PJUL INNOVATOR ETFS TRUST (JUL) 0.0%
Value ($000) $276 Shares 7,100 Est. Cost $30.12 Unrealized
XYL XYLEM INC COM 0.0%
Value ($000) $271 Shares 1,996 Est. Cost $84.36 Unrealized +58.2%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $264 Shares 6,660 Est. Cost $32.33 Unrealized +16.8%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $262 Shares 19,845 Est. Cost $11.18 Unrealized +12.3%
IVE ISHARES S&P 500 VALUE INDEX FUND 0.0%
Value ($000) $252 Shares 1,385 Est. Cost $141.99 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $244 Shares 841 Est. Cost $103.57 Unrealized +174.2%
SHEL ROYAL DUTCH SHELL ADR 0.0%
Value ($000) $240 Shares 3,330 Est. Cost $55.07 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $240 Shares 514 Est. Cost $154.82 Unrealized +185.2%
BP TRAVELCENTERS OF AMERICA INC SPONSORED ADR 0.0%
Value ($000) $237 Shares 6,566 Est. Cost $41.20 Unrealized
FV FIRST TRUST DORSEY WRIGHT FOCUS ETF 0.0%
Value ($000) $235 Shares 4,100 Est. Cost $27.50 Unrealized
AIA ISHARES TR ASIA 50 ETF 0.0%
Value ($000) $229 Shares 3,415 Est. Cost $85.04 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $217 Shares 6,493 Est. Cost $38.12 Unrealized -6.8%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $211 Shares 200 Est. Cost $30.19 Unrealized +129.0%
SDY SPDR SERIES TRUST S&P DIVID ETF 0.0%
Value ($000) $207 Shares 1,624 Est. Cost $105.41 Unrealized
SLV ISHARES SILVER TRUST ISHARES 0.0%
Value ($000) $191 Shares 7,185 Est. Cost $21.49 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $184 Shares 407 Est. Cost $141.04 Unrealized +200.4%
PNW PINNACLE WEST CAPITAL CORP 0.0%
Value ($000) $180 Shares 2,360 Est. Cost $52.68 Unrealized +34.3%
BK BANK OF NEW YORK MELLON CORPCOM 0.0%
Value ($000) $170 Shares 2,844 Est. Cost $33.12 Unrealized +68.3%
MO ALTRIA GROUP INC 0.0%
Value ($000) $170 Shares 3,733 Est. Cost $26.83 Unrealized +45.8%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $169 Shares 2,350 Est. Cost $123.55 Unrealized
VYM VANGUARD WHITEHALL FDS INC HIGH DIV YLD 0.0%
Value ($000) $166 Shares 1,400 Est. Cost $105.90 Unrealized
MDU MDU RESOURCES GROUP 0.0%
Value ($000) $164 Shares 6,530 Est. Cost $7.32 Unrealized +80.0%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $155 Shares 1,532 Est. Cost $56.05 Unrealized +62.9%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $153 Shares 1,120 Est. Cost $103.97 Unrealized +26.7%
PH PARKER HANNIFIN CORP COM 0.0%
Value ($000) $152 Shares 301 Est. Cost $112.08 Unrealized +370.8%
NCLH NORWEGIAN CRUISE LINE HLDG LSHS 0.0%
Value ($000) $151 Shares 8,060 Est. Cost $19.13 Unrealized -8.2%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $143 Shares 628 Est. Cost $114.60 Unrealized +81.2%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $143 Shares 520 Est. Cost $270.11 Unrealized -2.8%
VTV VANGUARD INDEX FDS VALUE ETF 0.0%
Value ($000) $139 Shares 866 Est. Cost $141.17 Unrealized
XLP SELECT SECTOR SPDR TR SBI CONS STPLS 0.0%
Value ($000) $138 Shares 1,798 Est. Cost $57.36 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $136 Shares 85 Est. Cost $31.05 Unrealized +343.3%
LYV LIVE NATION INC 0.0%
Value ($000) $134 Shares 1,433 Est. Cost $87.85 Unrealized +7.6%
PIMCO MUN INCOME FD II COM 0.0%
Value ($000) $124 Shares 14,537 Est. Cost $13.65 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $119 Shares 1,018 Est. Cost $70.93 Unrealized +50.5%
WSBC WESBANCO INC COM 0.0%
Value ($000) $117 Shares 4,200 Est. Cost $41.19 Unrealized -32.9%
MCK MCKESSON CORP COM 0.0%
Value ($000) $117 Shares 200 Est. Cost $152.81 Unrealized +261.6%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $114 Shares 6,109 Est. Cost $17.32 Unrealized -10.7%
IGF ISHARES TR GLB INFRASTR ETF 0.0%
Value ($000) $114 Shares 2,376 Est. Cost $48.13 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $110 Shares 596 Est. Cost $196.08 Unrealized -6.2%
JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF 0.0%
Value ($000) $108 Shares 1,970 Est. Cost $52.65 Unrealized
XLI SELECT SECTOR SPDR TR SBI INT-INDS 0.0%
Value ($000) $105 Shares 859 Est. Cost $92.50 Unrealized
SPYD SPDR PORTFOLIO S & P 500 HIGH DIVIDEND FD 0.0%
Value ($000) $103 Shares 2,552 Est. Cost $38.51 Unrealized
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $98 Shares 1,079 Est. Cost $31.60 Unrealized +190.5%
SLF SUN LIFE FINL INC COM 0.0%
Value ($000) $98 Shares 2,000 Est. Cost $40.02 Unrealized +26.8%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $96 Shares 471 Est. Cost $83.71 Unrealized +149.5%
GSK GLAXOSMITHKLINE PLC 25P ADR 0.0%
Value ($000) $96 Shares 2,484 Est. Cost $29.33 Unrealized
ESOA ENERGY SVCS OF AMERICA CORP COM 0.0%
Value ($000) $92 Shares 12,909 Est. Cost $2.83 Unrealized +152.2%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $91 Shares 770 Est. Cost $47.39 Unrealized +155.5%
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $90 Shares 351 Est. Cost $168.61 Unrealized +57.0%
FNX FIRST TRUST MID CAP CORE ALPHADEX FD 0.0%
Value ($000) $90 Shares 825 Est. Cost $65.96 Unrealized
FPX FIRST TRUST EXHANGE TRADED TRST EQUITY OPPORT E 0.0%
Value ($000) $89 Shares 900 Est. Cost $69.91 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $88 Shares 712 Est. Cost $69.24 Unrealized +70.2%
NUE NUCOR CORP COM 0.0%
Value ($000) $88 Shares 555 Est. Cost $40.62 Unrealized +316.0%
RXO RXO INC 0.0%
Value ($000) $87 Shares 3,320 Est. Cost $19.63 Unrealized +5.9%
EQIX EQUINIX INC COM PAR $0.001 0.0%
Value ($000) $85 Shares 112 Est. Cost $214.24 Unrealized +241.9%
MMM 3M CO COM 0.0%
Value ($000) $82 Shares 805 Est. Cost $98.67 Unrealized -4.5%
ET ENERGY TRANSFER EQUITY L P COM UT LTD PTN 0.0%
Value ($000) $80 Shares 4,963 Est. Cost $12.61 Unrealized
XTL ETF SPDR S&P TELECOM 0.0%
Value ($000) $79 Shares 1,025 Est. Cost $56.04 Unrealized
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $79 Shares 53 Est. Cost $108.47 Unrealized +1091.6%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $78 Shares 250 Est. Cost $73.05 Unrealized +334.4%
IJJ ISHARES S&P MIDCAP 400 VALUE INDEX FUND 0.0%
Value ($000) $78 Shares 690 Est. Cost $121.18 Unrealized
DIA SPDR DOW JONES INDL AVG UNIT SER 1 0.0%
Value ($000) $78 Shares 200 Est. Cost $173.44 Unrealized
QUAL I SHARES EDGE MSCI USA ETF 0.0%
Value ($000) $77 Shares 450 Est. Cost $134.87 Unrealized
AGG ISHARES CORE TOTAL US BOND MARKET ETF 0.0%
Value ($000) $73 Shares 757 Est. Cost $104.65 Unrealized
TOL TOLL BROTHERS INC COM 0.0%
Value ($000) $70 Shares 612 Est. Cost $57.66 Unrealized +109.9%
EPD ENTERPRISE PRODS PARTNERS L P COM UNIT 0.0%
Value ($000) $70 Shares 2,410 Est. Cost $23.39 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $70 Shares 186 Est. Cost $286.02 Unrealized
VHT VANGUARD WORLD FDS HEALTH CAR ETF 0.0%
Value ($000) $69 Shares 259 Est. Cost $132.76 Unrealized
WFC WELLS FARGO & CO NEW COM 0.0%
Value ($000) $69 Shares 1,160 Est. Cost $37.64 Unrealized +51.1%
BALL BALL CORP COM 0.0%
Value ($000) $67 Shares 1,117 Est. Cost $66.96 Unrealized -2.3%
NFLX NETFLIX INC COM 0.0%
Value ($000) $67 Shares 99 Est. Cost $59.88 Unrealized +4.3%
VPU VANGUARD WORLD FDS UTILITIES ETF 0.0%
Value ($000) $66 Shares 448 Est. Cost $130.48 Unrealized
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $66 Shares 1,720 Est. Cost $16.53 Unrealized +151.1%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $65 Shares 960 Est. Cost $43.93 Unrealized +41.7%
VB VANGUARD INDEX FDS SMALL CP ETF 0.0%
Value ($000) $64 Shares 294 Est. Cost $171.74 Unrealized
QCLN FIRST TRUST CLEAN EDGE GREENENERGY ETF 0.0%
Value ($000) $63 Shares 1,865 Est. Cost $68.39 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY FD 0.0%
Value ($000) $61 Shares 105 Est. Cost $361.90 Unrealized
VMBS VANGUARD MTG BKD ETF 0.0%
Value ($000) $60 Shares 1,313 Est. Cost $46.36 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $58 Shares 1,680 Est. Cost $16.79 Unrealized +106.9%
PMAY INNOVATOR ETFS TRUST S&P 500POWER BUFFER (MAY) 0.0%
Value ($000) $57 Shares 1,677 Est. Cost $27.32 Unrealized
KR KROGER CO COM 0.0%
Value ($000) $56 Shares 1,123 Est. Cost $27.62 Unrealized +88.4%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $56 Shares 126 Est. Cost $265.00 Unrealized +50.3%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $56 Shares 694 Est. Cost $27.59 Unrealized +14.4%
PFG PRINCIPAL FINANCIAL 0.0%
Value ($000) $56 Shares 708 Est. Cost $40.75 Unrealized +87.4%
HYLS FIRST TRUST EXCHANGE TRADED FD HIGH YIELD 0.0%
Value ($000) $55 Shares 1,355 Est. Cost $48.71 Unrealized
SCHG SCHWAB STRATEGIC TR US LCAP GR ETF 0.0%
Value ($000) $55 Shares 542 Est. Cost $102.24 Unrealized
EWJ ISHARES INC MSCI JPN ETF NEW 0.0%
Value ($000) $55 Shares 800 Est. Cost $62.63 Unrealized
CP CANADIAN PAC KANS CITY LTD NPV 0.0%
Value ($000) $54 Shares 688 Est. Cost $77.51 Unrealized +3.8%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $52 Shares 753 Est. Cost $60.64 Unrealized +4.1%
SPYG ETF SPDR PORT S&P 500 GROWTH 0.0%
Value ($000) $51 Shares 640 Est. Cost $54.92 Unrealized
CAG CONAGRA FOODS INC COM 0.0%
Value ($000) $50 Shares 1,745 Est. Cost $20.19 Unrealized +35.5%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $46 Shares 700 Est. Cost $38.02 Unrealized +71.4%
BLACKROCK ENHANCED EQT DIV TCOM 0.0%
Value ($000) $45 Shares 5,512 Est. Cost $7.91 Unrealized
IWY I SHARES RUSSELL TOP 200 GROWTH ETF 0.0%
Value ($000) $44 Shares 205 Est. Cost $134.18 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $44 Shares 320 Est. Cost $133.89 Unrealized -1.9%
KNF KNIFE RIVER CORP COMMON STOCK 0.0%
Value ($000) $43 Shares 615 Est. Cost $44.43 Unrealized +68.1%
EMLP FIRST TRUST NORTH AMERICAN ENERGY FD 0.0%
Value ($000) $43 Shares 1,416 Est. Cost $27.68 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $43 Shares 808 Est. Cost $40.41 Unrealized +23.2%
XYZ BLOCK INC CL A 0.0%
Value ($000) $43 Shares 663 Est. Cost $149.32 Unrealized -53.1%
ALLSPRING UTILITIES AND HIGHINCOME FUND 0.0%
Value ($000) $40 Shares 4,117 Est. Cost $11.80 Unrealized
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $40 Shares 159 Est. Cost $20.83 Unrealized +1169.1%
LDOS LEIDOS HLDGS INC COM 0.0%
Value ($000) $36 Shares 250 Est. Cost $33.42 Unrealized +311.0%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $36 Shares 785 Est. Cost $31.54 Unrealized +40.7%
EIX EDISON INTL COM 0.0%
Value ($000) $36 Shares 500 Est. Cost $33.25 Unrealized +101.9%
VVV VALVOLINE INC 0.0%
Value ($000) $36 Shares 823 Est. Cost $23.06 Unrealized +82.0%
FAST FASTENAL CO COM 0.0%
Value ($000) $35 Shares 564 Est. Cost $11.34 Unrealized +187.6%
FEM FIRST TR TRADED ALPHADEX FD II 0.0%
Value ($000) $35 Shares 1,450 Est. Cost $27.83 Unrealized
HANCOCK JOHN PFD INCOME FD SH BEN INT 0.0%
Value ($000) $33 Shares 2,000 Est. Cost $20.00 Unrealized
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $33 Shares 862 Est. Cost $35.85 Unrealized +1.3%
CPT CAMDEN PROPERTY TRUST REIT SBI 0.0%
Value ($000) $33 Shares 300 Est. Cost $47.98 Unrealized +101.9%
VAC MARRIOTT VACATIONS WRLDWDE CCOM 0.0%
Value ($000) $33 Shares 373 Est. Cost $75.27 Unrealized +26.0%
EMB ETF ISHARES JPM USD EM 0.0%
Value ($000) $31 Shares 355 Est. Cost $109.90 Unrealized
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $31 Shares 2,850 Est. Cost $9.37 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $31 Shares 490 Est. Cost $44.76 Unrealized +31.2%
FMC F M C CORP COM NEW 0.0%
Value ($000) $31 Shares 536 Est. Cost $94.90 Unrealized -41.9%
VXF VANGUARD I EXTENDED MARKET ETF 0.0%
Value ($000) $30 Shares 180 Est. Cost $177.78 Unrealized
SPEM SPDR PORTFOLIO EMEMRGIN MARKETS ETF 0.0%
Value ($000) $30 Shares 796 Est. Cost $34.38 Unrealized
SRLN SSGA ACTIVE ETF TR BLACKSTONE SENR 0.0%
Value ($000) $30 Shares 707 Est. Cost $41.38 Unrealized
IFV FIRST TRUST DORSEY WRIGHT INTER FOCUS ETF 0.0%
Value ($000) $29 Shares 1,500 Est. Cost $22.33 Unrealized
PDBC INVESO OPTIMUM YLD DIVERSIFIED COMMODITY FD 0.0%
Value ($000) $28 Shares 2,025 Est. Cost $13.30 Unrealized
GDDY GODADDY INC CL A 0.0%
Value ($000) $28 Shares 200 Est. Cost $78.52 Unrealized +68.0%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $28 Shares 475 Est. Cost $167.82 Unrealized -62.2%
EATON VANCE ENH EQTY INC FD COM 0.0%
Value ($000) $27 Shares 1,260 Est. Cost $13.49 Unrealized
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $27 Shares 200 Est. Cost $348.46 Unrealized -57.6%
KFY KORN/FERRY INTL COM NEW 0.0%
Value ($000) $27 Shares 400 Est. Cost $50.29 Unrealized +22.4%
MDY SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 0.0%
Value ($000) $27 Shares 50 Est. Cost $245.06 Unrealized
VGK VANGUARD INTL EQUITY INDEX FFTSE EUROPE ETF 0.0%
Value ($000) $27 Shares 400 Est. Cost $64.47 Unrealized
F FORD MTR CO DEL COM PAR $0.01 0.0%
Value ($000) $26 Shares 2,090 Est. Cost $8.20 Unrealized +35.8%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $26 Shares 200 Est. Cost $78.88 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $26 Shares 100 Est. Cost $108.85 Unrealized +132.2%
IGSB ETF ISHARES 1-3 YEAR CCREDIT BOND FUND 0.0%
Value ($000) $25 Shares 490 Est. Cost $52.39 Unrealized
PFEB INNOVATOR ETFS TRUST (FEB) 0.0%
Value ($000) $25 Shares 700 Est. Cost $26.67 Unrealized
HDV I SHARES HIGH DIVIDEND 0.0%
Value ($000) $24 Shares 225 Est. Cost $100.79 Unrealized
PRKS UNITED PARKS & RESORTS INC COM 0.0%
Value ($000) $24 Shares 450 Est. Cost $25.98 Unrealized +101.2%
SIVR ABRDN SILVER ETF TRUST PHYSCL SILVR SHS 0.0%
Value ($000) $24 Shares 875 Est. Cost $24.00 Unrealized
PLTM GRANITESHARES PLA 0.0%
Value ($000) $24 Shares 2,500 Est. Cost $9.66 Unrealized
PINNACLE FINL PARTNERS INC 0.0%
Value ($000) $24 Shares 300 Est. Cost $63.36 Unrealized
AMLP ALPS ETF TR ALERIAN MLP 0.0%
Value ($000) $24 Shares 500 Est. Cost $31.25 Unrealized
IYW ISHARES TR DJ US TECH SEC 0.0%
Value ($000) $23 Shares 150 Est. Cost $100.00 Unrealized
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $22 Shares 495 Est. Cost $38.24 Unrealized +9.8%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $22 Shares 300 Est. Cost $55.80 Unrealized +24.6%
CBRL CRACKER BARREL OLD CTRY STORCOM 0.0%
Value ($000) $21 Shares 500 Est. Cost $73.92 Unrealized -30.4%
IWO ISHARES TR RUSL 2000 GROW 0.0%
Value ($000) $21 Shares 80 Est. Cost $252.21 Unrealized
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $10.15 Unrealized +77.9%
VFH VANGUARD WORLD FDS FINANCIALS ETF 0.0%
Value ($000) $20 Shares 200 Est. Cost $70.00 Unrealized
ARI APOLLO COML REAL EST FIN INCCOM 0.0%
Value ($000) $20 Shares 2,000 Est. Cost $11.00 Unrealized
CHTR CHARTER COMMUNICATIONS INC NCL A 0.0%
Value ($000) $19 Shares 65 Est. Cost $304.98 Unrealized -10.5%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $19 Shares 182 Est. Cost $90.94 Unrealized +2.1%
FCBC FIRST CMNTY BANCSHARES INC NCOM 0.0%
Value ($000) $19 Shares 525 Est. Cost $10.24 Unrealized +188.9%
XLC SELECT SECTOR COMMUNICATIONS 0.0%
Value ($000) $19 Shares 221 Est. Cost $81.30 Unrealized
WBD WARNER BROS DISCOVERY INC NPV 0.0%
Value ($000) $19 Shares 2,544 Est. Cost $18.55 Unrealized -56.8%
CSIQ CANADIAN SOLAR INC COM 0.0%
Value ($000) $18 Shares 1,218 Est. Cost $46.46 Unrealized -63.6%
REMX VANECK RARE/EARTHSTRATEGIC METALS 0.0%
Value ($000) $17 Shares 400 Est. Cost $42.52 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $17 Shares 95 Est. Cost $122.58 Unrealized +33.5%
LAM RESEARCH CORP COM 0.0%
Value ($000) $16 Shares 15 Est. Cost $360.00 Unrealized
HAIL SPDR SER TR S&P KENSHO SMART 0.0%
Value ($000) $16 Shares 575 Est. Cost $42.87 Unrealized
BHRB BURKE HERBERT FINL 0.0%
Value ($000) $15 Shares 302 Est. Cost $47.69 Unrealized 0.0%
SPYV ETF SPDR PORT S&P 500 VALUE 0.0%
Value ($000) $15 Shares 315 Est. Cost $34.04 Unrealized
PJUN INNOVATOR ETFS TRUST US EQTY PWR BUF (JUNE) 0.0%
Value ($000) $15 Shares 430 Est. Cost $28.35 Unrealized
SPHB INVESCO EX S&P HIGH BETA ETF 0.0%
Value ($000) $15 Shares 175 Est. Cost $68.57 Unrealized
NVS NOVARTIS A G SPONSORED ADR 0.0%
Value ($000) $14 Shares 135 Est. Cost $86.69 Unrealized
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $14 Shares 1,715 Est. Cost $6.18 Unrealized
IEX IDEX CORP COM 0.0%
Value ($000) $14 Shares 70 Est. Cost $84.95 Unrealized +151.2%
DEO DIAGEO P L C SPON ADR NEW 0.0%
Value ($000) $14 Shares 111 Est. Cost $116.65 Unrealized
FYC ALPHADEX SMALL CAP FUND 0.0%
Value ($000) $14 Shares 211 Est. Cost $47.39 Unrealized
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $14 Shares 61 Est. Cost $125.33 Unrealized +73.9%
TAN INVESCO EXCHNG TRADED FD TR SOLAR ETF 0.0%
Value ($000) $13 Shares 335 Est. Cost $86.42 Unrealized
NNN NNN REIT INC COM 0.0%
Value ($000) $13 Shares 300 Est. Cost $42.73 Unrealized
PUTNAM MANAGED MUNICIPAL INCOME TRUST 0.0%
Value ($000) $12 Shares 2,000 Est. Cost $7.50 Unrealized
FTA FIRST TRUST LARGE CAP VALUE OPPORTUNITIES FD 0.0%
Value ($000) $12 Shares 165 Est. Cost $66.68 Unrealized
RWX SPDR INDEX SHS FDS DJ INTL RL ETF 0.0%
Value ($000) $12 Shares 500 Est. Cost $38.01 Unrealized
SPHD INVESCO S&P 500 HIGH DIVIDNDLOW VOLATILITY 0.0%
Value ($000) $12 Shares 270 Est. Cost $42.25 Unrealized
IGLB I SHARES TR 10 YEAR CORPORATE BOND ETF 0.0%
Value ($000) $12 Shares 230 Est. Cost $49.79 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $11 Shares 565 Est. Cost $14.92 Unrealized +18.8%
NUVEEN PREFERRED INCOME SECURITIES 0.0%
Value ($000) $11 Shares 1,435 Est. Cost $6.76 Unrealized
WPM WHEATON PRECIOUS METALS CORPCOM 0.0%
Value ($000) $10 Shares 199 Est. Cost $18.25 Unrealized +189.8%
MKL MARKEL GROUP INC COM 0.0%
Value ($000) $10 Shares 12 Est. Cost $963.23 Unrealized +61.2%
BIO BIO RAD LABS INC CL A 0.0%
Value ($000) $10 Shares 37 Est. Cost $672.34 Unrealized -56.7%
PCT PURECYCLE TECHNOLOGIS INC 0.0%
Value ($000) $10 Shares 1,613 Est. Cost $8.13 Unrealized -33.2%
UNITED STATES STL CORP NEW COM 0.0%
Value ($000) $9 Shares 250 Est. Cost $22.38 Unrealized
FTSL FIRST TRUST SENIOR LOAN FD 0.0%
Value ($000) $9 Shares 200 Est. Cost $45.29 Unrealized
IGIB ISHARES TR ISHS 5-10YR INVT 0.0%
Value ($000) $9 Shares 170 Est. Cost $48.99 Unrealized
IBIT ISHARES BITCOIN TR SHS 0.0%
Value ($000) $9 Shares 250 Est. Cost $34.13 Unrealized
PPA ETF INVESCO AEROSPACE & DEFENSE 0.0%
Value ($000) $9 Shares 83 Est. Cost $101.57 Unrealized
PSK SPDR WELLS FARGO PFD STOCK 0.0%
Value ($000) $8 Shares 250 Est. Cost $44.00 Unrealized
ING ING GROEP N V SPONSORED ADR 0.0%
Value ($000) $8 Shares 487 Est. Cost $14.35 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $8 Shares 114 Est. Cost $62.73 Unrealized +11.1%
EPP ISHARES INC MSCI PAC J IDX 0.0%
Value ($000) $8 Shares 175 Est. Cost $48.24 Unrealized
BATT AMPLIFY LITHIUM & BATTERY TECHNOLOGY ETF 0.0%
Value ($000) $7 Shares 840 Est. Cost $16.85 Unrealized
EATON VANCE TAX MGD DIV EQUITY INCOME FUND 0.0%
Value ($000) $7 Shares 506 Est. Cost $12.80 Unrealized
MVBF MVB FINANCIAL CORP COM 0.0%
Value ($000) $7 Shares 380 Est. Cost $28.19 Unrealized -35.9%
XLB SELECT SECTOR SPDR TR SBI MATERIALS 0.0%
Value ($000) $7 Shares 75 Est. Cost $84.96 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $7 Shares 50 Est. Cost $38.08 Unrealized +228.8%
RMD RESMED INC COM 0.0%
Value ($000) $6 Shares 32 Est. Cost $62.92 Unrealized +217.9%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $6 Shares 20 Est. Cost $334.33 Unrealized 0.0%
PEBO PEOPLES BANCORP INC COM 0.0%
Value ($000) $6 Shares 185 Est. Cost $30.24 Unrealized -4.0%
GBTC GRAYSCALE BITCOIN TR BTC SHS 0.0%
Value ($000) $5 Shares 100 Est. Cost $63.17 Unrealized
BAB INVESCO EXCHNG TRADED FD TR TAXABLE MUN BD 0.0%
Value ($000) $5 Shares 189 Est. Cost $31.75 Unrealized
KCE SPDR S&P CAPITAL MARKETS ETF 0.0%
Value ($000) $5 Shares 45 Est. Cost $86.81 Unrealized
MRNA MODERNA INC COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $133.25 Unrealized -5.0%
KARS KRANESHARES TRUST ELEC VEH FUTUR 0.0%
Value ($000) $5 Shares 245 Est. Cost $36.73 Unrealized
BB BLACKBERRY LTD COM 0.0%
Value ($000) $5 Shares 1,875 Est. Cost $10.48 Unrealized -73.4%
ARKK ARK ETF TR INNOVATION ETF 0.0%
Value ($000) $5 Shares 105 Est. Cost $99.98 Unrealized
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $5 Shares 81 Est. Cost $41.71 Unrealized +31.8%
EFV ISHARES EAFE VALUE ETF 0.0%
Value ($000) $4 Shares 84 Est. Cost $48.93 Unrealized
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value ($000) $4 Shares 25 Est. Cost $159.19 Unrealized +12.3%
ETF AMPLIFY TR TREATMENTS TESTING & ADVANCEMEN 0.0%
Value ($000) $4 Shares 235 Est. Cost $18.40 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $4 Shares 110 Est. Cost $21.13 Unrealized +59.4%
MARATHON OIL CORP 0.0%
Value ($000) $4 Shares 147 Est. Cost $11.93 Unrealized
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $4 Shares 75 Est. Cost $133.41 Unrealized -56.6%
ARCADIUM LITHIUM PLC COM SHS 0.0%
Value ($000) $4 Shares 1,205 Est. Cost $4.30 Unrealized
TAGS ETF TEUCRIUM AGRICULTURAL FDCOMMODIT 0.0%
Value ($000) $4 Shares 150 Est. Cost $30.00 Unrealized
NOW SERVICENOW INC COM 0.0%
Value ($000) $4 Shares 5 Est. Cost $90.05 Unrealized +62.9%
ARCC ARES CAP CORP COM 0.0%
Value ($000) $4 Shares 175 Est. Cost $16.25 Unrealized +10.2%
FROG JFROG LTD ORD SHS 0.0%
Value ($000) $3 Shares 90 Est. Cost $22.27 Unrealized +64.5%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $3 Shares 2 Est. Cost $1636.68 Unrealized -3.5%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $3 Shares 34 Est. Cost $53.72 Unrealized +63.1%
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $3 Shares 75 Est. Cost $35.66 Unrealized +19.0%
PBW INVESCO EX WILDERHILL CLEAN ENERGY 0.0%
Value ($000) $3 Shares 150 Est. Cost $52.62 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $3 Shares 24 Est. Cost $95.88 Unrealized +32.8%
ORMP ORAMED PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $3 Shares 1,070 Est. Cost $10.66 Unrealized -79.2%
BLBD BLUE BIRD CORP COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $20.59 Unrealized +123.6%
JNK SPDR SERIE BLOOMBERG BARCLAYS HIGH YIELD BD ETF 0.0%
Value ($000) $2 Shares 25 Est. Cost $107.59 Unrealized
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $2 Shares 350 Est. Cost $34.02 Unrealized -80.0%
RAMP LIVERAMP HLDGS INC COM 0.0%
Value ($000) $2 Shares 75 Est. Cost $23.11 Unrealized +39.0%
NIO ADR NIO INC 0.0%
Value ($000) $2 Shares 500 Est. Cost $21.56 Unrealized
AOR ISHARES CORE GROWTH ALLOCATION ETF 0.0%
Value ($000) $2 Shares 35 Est. Cost $56.29 Unrealized
ETF AMPLIFY TR ALTERNATIVE HARVEST 0.0%
Value ($000) $2 Shares 570 Est. Cost $4.18 Unrealized
BCE BCE INC COM NEW 0.0%
Value ($000) $2 Shares 57 Est. Cost $29.94 Unrealized -2.9%
FXI ISHARES TR CHINA LG-CAP ETF 0.0%
Value ($000) $1 Shares 55 Est. Cost $36.36 Unrealized
NWL NEWELL RUBBERMAID INC COM 0.0%
Value ($000) $1 Shares 157 Est. Cost $23.01 Unrealized -70.1%
TWLO TWILIO INC CL A 0.0%
Value ($000) $1 Shares 15 Est. Cost $79.91 Unrealized -26.2%
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $1 Shares 201 Est. Cost $5.47 Unrealized
NIKOLA CORP USD 0.0%
Value ($000) $1 Shares 69 Est. Cost $8.17 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $1 Shares 20 Est. Cost $21.18 Unrealized +13.2%
UNITI GROUP INC COM 0.0%
Value ($000) $0 Shares 166 Est. Cost $12.01 Unrealized
BARRICK GOLD CORP COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $16.93 Unrealized
GREENPOWER MTR CO INC COM NEW 0.0%
Value ($000) $0 Shares 132 Est. Cost $1.02 Unrealized
ALPP ALPINE 4 HLDGS INC USD 0.0%
Value ($000) $0 Shares 214 Est. Cost $2.66 Unrealized -75.2%
VBI VACCINES INC CDA COM NEW 0.0%
Value ($000) $0 Shares 33 Est. Cost $3.27 Unrealized
SNDL SNDL INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $1.52 Unrealized +41.2%
IBIO IBIO INC CON NEW 0.0%
Value ($000) $0 Shares 4 Est. Cost $4.38 Unrealized -50.9%