OLD SECOND NATIONAL BANK OF AURORA Diversified Active

CIK: 0000903783 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 1, 2021

Total Value ($000): $337,257 (100.0% shares, 0.0% debt)

Holdings (306)

AAPL Apple Computer Inc 4.5%
Value ($000) $15,024 Shares 113,226 Est. Cost $83.96 Unrealized +39.4%
KWEB Kraneshares CSI China ETF 4.1%
Value ($000) $13,847 Shares 180,317 Est. Cost $41.68 Unrealized
ICSH Ishares Tr Ultra Short Term Bond Fund 4.1%
Value ($000) $13,826 Shares 273,671 Est. Cost $50.56 Unrealized
MSFT Microsoft Corp 3.8%
Value ($000) $12,707 Shares 57,130 Est. Cost $29.80 Unrealized +591.3%
BAB Invesco ETF Taxable Muni Bond 3.1%
Value ($000) $10,607 Shares 316,641 Est. Cost $33.50 Unrealized
JPM J P Morgan Chase & Co 2.6%
Value ($000) $8,742 Shares 68,796 Est. Cost $42.29 Unrealized +132.1%
GOOGL Alphabet Inc Cap Class A 2.3%
Value ($000) $7,815 Shares 4,459 Est. Cost $38.54 Unrealized +116.6%
SPEM SPDR Portfolio Emerging Mkt 2.3%
Value ($000) $7,670 Shares 181,931 Est. Cost $33.51 Unrealized
Blackrock Inc 2.2%
Value ($000) $7,494 Shares 10,385 Est. Cost $272.59 Unrealized
SPY SPDR S&P 500 ETF Trust 2.1%
Value ($000) $7,080 Shares 18,937 Est. Cost $245.10 Unrealized
AVGO Broadcom Inc 2.1%
Value ($000) $6,947 Shares 15,865 Est. Cost $22.16 Unrealized +57.1%
KLAC KLA-Tencor Corp 2.0%
Value ($000) $6,756 Shares 26,093 Est. Cost $186.13 Unrealized +18.4%
AMZN Amazon.com Inc. 2.0%
Value ($000) $6,700 Shares 2,057 Est. Cost $92.24 Unrealized +73.0%
PYPL Paypal Holdings Inc 1.8%
Value ($000) $6,214 Shares 26,531 Est. Cost $35.94 Unrealized +475.2%
JNJ Johnson & Johnson 1.8%
Value ($000) $6,099 Shares 38,754 Est. Cost $63.41 Unrealized +101.1%
MA Mastercard Inc. 1.8%
Value ($000) $5,960 Shares 16,697 Est. Cost $81.25 Unrealized +298.0%
USB US Bancorp Del Com New 1.7%
Value ($000) $5,565 Shares 119,460 Est. Cost $29.10 Unrealized +16.3%
VZ Verizon Communications 1.6%
Value ($000) $5,305 Shares 90,306 Est. Cost $31.19 Unrealized +41.0%
CMI Cummins Inc. 1.6%
Value ($000) $5,253 Shares 23,133 Est. Cost $137.53 Unrealized +44.2%
DIS Disney Common Stock 1.5%
Value ($000) $5,047 Shares 27,859 Est. Cost $95.26 Unrealized +47.2%
ABT Abbott Laboratories 1.4%
Value ($000) $4,663 Shares 42,588 Est. Cost $31.04 Unrealized +219.8%
NVDA Nvidia Corporation 1.4%
Value ($000) $4,591 Shares 8,792 Est. Cost $4.29 Unrealized +210.8%
TSN Tyson Foods Inc Class A 1.3%
Value ($000) $4,466 Shares 69,304 Est. Cost $51.94 Unrealized +2.5%
PFE Pfizer Inc 1.3%
Value ($000) $4,446 Shares 120,784 Est. Cost $21.17 Unrealized +35.2%
MDT Medtronic Holdings LTD 1.3%
Value ($000) $4,253 Shares 36,310 Est. Cost $82.09 Unrealized +15.8%
DHR Danaher Corp 1.2%
Value ($000) $4,071 Shares 18,327 Est. Cost $58.14 Unrealized +237.1%
TMO Thermo Fisher Scientific Inc. 1.1%
Value ($000) $3,772 Shares 8,099 Est. Cost $138.70 Unrealized +233.5%
PG Procter & Gamble Co 1.1%
Value ($000) $3,757 Shares 27,001 Est. Cost $56.35 Unrealized +118.6%
ETN Eaton Corp PLC 1.1%
Value ($000) $3,646 Shares 30,347 Est. Cost $54.96 Unrealized +89.0%
ABBV Abbvie Inc 1.1%
Value ($000) $3,596 Shares 33,558 Est. Cost $52.59 Unrealized +50.1%
MS Morgan Stanley 1.1%
Value ($000) $3,545 Shares 51,739 Est. Cost $37.09 Unrealized +31.6%
QCOM Qualcomm Inc 1.0%
Value ($000) $3,531 Shares 23,183 Est. Cost $47.22 Unrealized +164.1%
NSC Norfolk Southern Corp 1.0%
Value ($000) $3,512 Shares 14,783 Est. Cost $60.99 Unrealized +235.7%
Activision Blizzard Inc 1.0%
Value ($000) $3,293 Shares 35,465 Est. Cost $60.03 Unrealized
CSCO Cisco Systems Inc 1.0%
Value ($000) $3,289 Shares 73,490 Est. Cost $20.67 Unrealized +70.7%
PHM Pulte Homes, Inc 1.0%
Value ($000) $3,286 Shares 76,204 Est. Cost $21.36 Unrealized +97.0%
WMT Wal-Mart Stores Inc 1.0%
Value ($000) $3,261 Shares 22,623 Est. Cost $30.38 Unrealized +48.9%
Aptiv PLC 1.0%
Value ($000) $3,234 Shares 24,827 Est. Cost $82.35 Unrealized
ROP Roper Industries Inc 1.0%
Value ($000) $3,225 Shares 7,483 Est. Cost $179.01 Unrealized +122.5%
ALB Albemarle Corp. 1.0%
Value ($000) $3,218 Shares 21,815 Est. Cost $67.44 Unrealized +65.6%
AES Aes Corp 0.9%
Value ($000) $3,108 Shares 132,254 Est. Cost $12.76 Unrealized +35.2%
SBUX Starbucks Corp 0.9%
Value ($000) $3,038 Shares 28,394 Est. Cost $49.98 Unrealized +70.4%
FISV Fiserv Inc 0.8%
Value ($000) $2,792 Shares 24,524 Est. Cost $58.68 Unrealized +83.6%
HD Home Depot Inc 0.8%
Value ($000) $2,751 Shares 10,358 Est. Cost $154.06 Unrealized +57.4%
SYK Stryker Corp 0.8%
Value ($000) $2,700 Shares 11,018 Est. Cost $172.63 Unrealized +24.3%
PEG Public Service Enterprise Group Inc 0.8%
Value ($000) $2,695 Shares 46,222 Est. Cost $34.38 Unrealized +42.3%
XLE Select Sector Spider Tr Energy 0.8%
Value ($000) $2,673 Shares 70,527 Est. Cost $30.04 Unrealized
MCD McDonalds Corp 0.8%
Value ($000) $2,658 Shares 12,384 Est. Cost $145.82 Unrealized +32.5%
Discover Financial Services 0.8%
Value ($000) $2,657 Shares 29,343 Est. Cost $50.10 Unrealized
VNQ Vanguard REIT 0.8%
Value ($000) $2,622 Shares 30,874 Est. Cost $82.36 Unrealized
PEP Pepsico Inc. 0.8%
Value ($000) $2,610 Shares 17,596 Est. Cost $96.51 Unrealized +25.6%
LKQ LKQ Corporation 0.8%
Value ($000) $2,565 Shares 72,789 Est. Cost $27.61 Unrealized +11.2%
STZ Constellation Brands Inc 0.7%
Value ($000) $2,485 Shares 11,342 Est. Cost $130.66 Unrealized +38.4%
ZTS Zoetis Inc 0.7%
Value ($000) $2,386 Shares 14,417 Est. Cost $124.46 Unrealized +24.9%
BMY Bristol Myers Squibb Co 0.7%
Value ($000) $2,318 Shares 37,357 Est. Cost $45.73 Unrealized +9.4%
PAYX Paychex Inc 0.7%
Value ($000) $2,270 Shares 24,364 Est. Cost $32.16 Unrealized +139.2%
Unilever Plc Sponsored ADR 0.7%
Value ($000) $2,219 Shares 36,750 Est. Cost $45.89 Unrealized
CMCSA Comcast Corp New Class A 0.6%
Value ($000) $2,181 Shares 41,621 Est. Cost $35.65 Unrealized +16.9%
SWK Stanley Black & Decker Inc 0.6%
Value ($000) $2,174 Shares 12,172 Est. Cost $78.15 Unrealized +92.0%
MET Metlife Inc 0.6%
Value ($000) $2,160 Shares 46,017 Est. Cost $25.74 Unrealized +43.8%
META Facebook Inc 0.6%
Value ($000) $1,952 Shares 7,148 Est. Cost $199.89 Unrealized +36.2%
PKG Packaging Corp of America 0.6%
Value ($000) $1,892 Shares 13,719 Est. Cost $83.38 Unrealized +29.3%
ENB Enbridge Inc 0.5%
Value ($000) $1,733 Shares 54,193 Est. Cost $24.22 Unrealized -10.4%
HON Honeywell Intl Inc 0.5%
Value ($000) $1,618 Shares 7,606 Est. Cost $127.14 Unrealized +28.8%
GLW Corning Inc 0.5%
Value ($000) $1,616 Shares 44,880 Est. Cost $22.10 Unrealized +39.7%
VLO Valero Energy Corp 0.5%
Value ($000) $1,588 Shares 28,067 Est. Cost $52.96 Unrealized -23.4%
PAYC Paycom Software Inc 0.5%
Value ($000) $1,560 Shares 3,451 Est. Cost $269.25 Unrealized +45.1%
VPU Vanguard Utilities ETF 0.4%
Value ($000) $1,431 Shares 10,431 Est. Cost $123.77 Unrealized
XLB SPDR Materials ETF 0.4%
Value ($000) $1,424 Shares 19,681 Est. Cost $72.35 Unrealized
CVX Chevron Corp 0.4%
Value ($000) $1,291 Shares 15,280 Est. Cost $71.99 Unrealized -9.7%
Walgreens Boots Alliance Inc 0.4%
Value ($000) $1,181 Shares 29,619 Est. Cost $43.06 Unrealized
CCI Crown Castle Intl Corp 0.3%
Value ($000) $1,142 Shares 7,173 Est. Cost $129.05 Unrealized -1.0%
BA Boeing Co 0.3%
Value ($000) $982 Shares 4,585 Est. Cost $322.99 Unrealized -40.5%
LLY Lilly Eli & Co 0.3%
Value ($000) $928 Shares 5,492 Est. Cost $56.29 Unrealized +151.1%
T AT&T Inc 0.2%
Value ($000) $814 Shares 28,310 Est. Cost $14.49 Unrealized +6.2%
EFA Ishares MSCI Eafe Index Fd 0.2%
Value ($000) $812 Shares 11,138 Est. Cost $62.43 Unrealized
INTC Intel Corp 0.2%
Value ($000) $806 Shares 16,172 Est. Cost $18.40 Unrealized +139.2%
MRK Merck & Co Inc 0.2%
Value ($000) $767 Shares 9,376 Est. Cost $36.72 Unrealized +76.6%
IVV Ishares S & P 500 Index Fund 0.2%
Value ($000) $676 Shares 1,800 Est. Cost $206.73 Unrealized
MOAT Vaneck Vectors Morningstar Wide MOAT ETF 0.2%
Value ($000) $653 Shares 10,532 Est. Cost $32.52 Unrealized
PM Philip Morris Intl Inc 0.2%
Value ($000) $638 Shares 7,705 Est. Cost $51.22 Unrealized +17.8%
IWM Ishares Tr Russell 2000 Index Fd 0.2%
Value ($000) $620 Shares 3,163 Est. Cost $123.37 Unrealized
WEC WEC Energy Group Inc 0.2%
Value ($000) $610 Shares 6,623 Est. Cost $37.67 Unrealized +117.9%
CAT Caterpillar Inc 0.2%
Value ($000) $586 Shares 3,219 Est. Cost $88.45 Unrealized +74.1%
Public Storage Pfd 0.2%
Value ($000) $564 Shares 19,960 Est. Cost $23.55 Unrealized
FITB Fifth Third Bancorp 0.2%
Value ($000) $561 Shares 20,359 Est. Cost $20.77 Unrealized -0.0%
MDY SPDR S&P Midcap 400 Ser 1 0.2%
Value ($000) $555 Shares 1,324 Est. Cost $275.93 Unrealized
IWR Ishares Tr Russell Midcap Index Fund 0.2%
Value ($000) $533 Shares 7,780 Est. Cost $76.63 Unrealized
MO Altria Group Inc 0.2%
Value ($000) $515 Shares 12,559 Est. Cost $19.03 Unrealized +40.3%
DIA SPDR Dow Jones Indl Average Ser 1 0.1%
Value ($000) $474 Shares 1,549 Est. Cost $177.70 Unrealized
VB Vanguard Small Cap ETF 0.1%
Value ($000) $464 Shares 2,385 Est. Cost $127.01 Unrealized
MDLZ Mondelez Intl Inc 0.1%
Value ($000) $411 Shares 7,030 Est. Cost $28.00 Unrealized +79.0%
VYM Vanguard High Dividend Yield 0.1%
Value ($000) $390 Shares 4,263 Est. Cost $78.73 Unrealized
Public Storage Pfd 0.1%
Value ($000) $386 Shares 13,900 Est. Cost $26.21 Unrealized
VIG Vanguard Dividend Appreciation ETF 0.1%
Value ($000) $378 Shares 2,684 Est. Cost $105.71 Unrealized
WM Waste Management New 0.1%
Value ($000) $362 Shares 3,066 Est. Cost $34.85 Unrealized +208.3%
ORCL Oracle Corp 0.1%
Value ($000) $340 Shares 5,260 Est. Cost $27.89 Unrealized +99.1%
NEE Nextera Energy Inc 0.1%
Value ($000) $294 Shares 3,808 Est. Cost $56.55 Unrealized +16.1%
SO Southern Co. 0.1%
Value ($000) $283 Shares 4,593 Est. Cost $32.37 Unrealized +53.0%
SPDW SPDR Developed World ex-US 0.1%
Value ($000) $276 Shares 8,187 Est. Cost $26.64 Unrealized
XLU Select Sector Spdr Tr Utils 0.1%
Value ($000) $273 Shares 4,352 Est. Cost $52.05 Unrealized
CHE Chemed Corp 0.1%
Value ($000) $266 Shares 500 Est. Cost $300.29 Unrealized +60.9%
XEL Xcel Energy 0.1%
Value ($000) $265 Shares 3,979 Est. Cost $43.12 Unrealized +37.1%
DUK Duke Energy Corp New 0.1%
Value ($000) $264 Shares 2,893 Est. Cost $53.96 Unrealized +40.3%
America Movil Sa De Sv Sponsored ADR 0.1%
Value ($000) $263 Shares 18,122 Est. Cost $14.57 Unrealized
IWF Ishares Tr Russell 1000 Growth Index Fund 0.1%
Value ($000) $260 Shares 1,081 Est. Cost $95.51 Unrealized
TGT Target Corp 0.1%
Value ($000) $259 Shares 1,463 Est. Cost $59.46 Unrealized +143.6%
IBM International Business Machines Corp 0.1%
Value ($000) $259 Shares 2,060 Est. Cost $104.45 Unrealized -10.6%
CSX CSX Corp. 0.1%
Value ($000) $253 Shares 2,785 Est. Cost $9.89 Unrealized +171.2%
LMT Lockheed Martin Corp 0.1%
Value ($000) $246 Shares 693 Est. Cost $184.46 Unrealized +72.9%
COST Costco Wholesale Corp 0.1%
Value ($000) $223 Shares 592 Est. Cost $93.92 Unrealized +269.9%
CMA Comerica Inc Common Stock 0.1%
Value ($000) $223 Shares 3,995 Est. Cost $44.43 Unrealized -13.7%
KO Coca Cola Co 0.1%
Value ($000) $222 Shares 4,033 Est. Cost $30.80 Unrealized +43.7%
Digital Rlty Tr Inc Prrd 0.1%
Value ($000) $219 Shares 8,000 Est. Cost $25.88 Unrealized
UNP Union Pacific Corp 0.1%
Value ($000) $206 Shares 993 Est. Cost $77.81 Unrealized +128.9%
RTX Raytheon Technologies Corp 0.1%
Value ($000) $186 Shares 2,601 Est. Cost $54.61 Unrealized +7.0%
MMM 3m Co 0.1%
Value ($000) $177 Shares 1,008 Est. Cost $65.17 Unrealized +80.3%
BAC Bank America Corp 0.0%
Value ($000) $163 Shares 5,377 Est. Cost $15.89 Unrealized +48.9%
VTV Vanguard Value ETF 0.0%
Value ($000) $157 Shares 1,316 Est. Cost $90.71 Unrealized
XLY SPDR Discrectionary ETF 0.0%
Value ($000) $156 Shares 973 Est. Cost $103.42 Unrealized
AWK American Water Works Co 0.0%
Value ($000) $153 Shares 1,000 Est. Cost $36.16 Unrealized +285.4%
DE Deere & Co 0.0%
Value ($000) $151 Shares 560 Est. Cost $73.61 Unrealized +215.3%
AEP American Electric Power Co 0.0%
Value ($000) $150 Shares 1,801 Est. Cost $43.94 Unrealized +63.9%
SPYV SPDR Portfolio S&P 500 Value 0.0%
Value ($000) $150 Shares 4,371 Est. Cost $31.61 Unrealized
XOM Exxon Mobil Corp 0.0%
Value ($000) $147 Shares 3,562 Est. Cost $53.71 Unrealized -43.5%
EXC Exelon Corp 0.0%
Value ($000) $146 Shares 3,454 Est. Cost $20.23 Unrealized +21.7%
SPIB SPDR Portfolio Intermediate Corp Bond ETF 0.0%
Value ($000) $144 Shares 3,866 Est. Cost $35.37 Unrealized
SHOP Shopify Inc 0.0%
Value ($000) $139 Shares 123 Est. Cost $13.55 Unrealized +674.8%
BRK/B Berkshire Hathaway Inc Class B 0.0%
Value ($000) $135 Shares 580 Est. Cost $132.27 Unrealized +66.5%
UNH Unitedhealth Group Inc 0.0%
Value ($000) $131 Shares 374 Est. Cost $212.51 Unrealized +45.0%
CL Colgate-Palmolive Co 0.0%
Value ($000) $126 Shares 1,474 Est. Cost $60.64 Unrealized +21.1%
QQQ Invesco QQQ Trust Series 1 0.0%
Value ($000) $125 Shares 400 Est. Cost $171.11 Unrealized
BKLN Invesco Senior Loan ETF 0.0%
Value ($000) $123 Shares 5,518 Est. Cost $22.55 Unrealized
BABA Alibaba Group Holding Ltd 0.0%
Value ($000) $121 Shares 520 Est. Cost $132.74 Unrealized
EEM Ishares Tr MSCI Emerging Markets 0.0%
Value ($000) $114 Shares 2,212 Est. Cost $37.10 Unrealized
BAX Baxter Intl Inc 0.0%
Value ($000) $110 Shares 1,370 Est. Cost $30.58 Unrealized +132.3%
ADBE Adobe Systems Inc. 0.0%
Value ($000) $109 Shares 218 Est. Cost $291.98 Unrealized +65.5%
GLD Spider Gold Tr 0.0%
Value ($000) $108 Shares 604 Est. Cost $115.40 Unrealized
SPYG SPDR Portfolio S&P 500 Grwth 0.0%
Value ($000) $106 Shares 1,911 Est. Cost $35.24 Unrealized
APD Air Products & Chemicals Inc 0.0%
Value ($000) $106 Shares 387 Est. Cost $124.57 Unrealized +98.7%
ETR Entergy Corp 0.0%
Value ($000) $100 Shares 1,002 Est. Cost $28.84 Unrealized +51.2%
UPS United Parcel Service Inc Class B 0.0%
Value ($000) $98 Shares 580 Est. Cost $58.56 Unrealized +133.8%
XLF Financial Select Sector SPDR 0.0%
Value ($000) $98 Shares 3,325 Est. Cost $23.32 Unrealized
WWD Woodward Governor Co 0.0%
Value ($000) $97 Shares 800 Est. Cost $34.67 Unrealized +183.2%
GIS General Mills Inc 0.0%
Value ($000) $94 Shares 1,600 Est. Cost $32.17 Unrealized +58.1%
DVY Ishares Dow Jones Select Div. Index Fd. 0.0%
Value ($000) $88 Shares 912 Est. Cost $79.34 Unrealized
Allstate Corp 0.0%
Value ($000) $84 Shares 3,000 Est. Cost $26.33 Unrealized
VO Vanguard Mid-Cap ETF 0.0%
Value ($000) $82 Shares 397 Est. Cost $176.32 Unrealized
XBI SPDR S&P Biotech ETF 0.0%
Value ($000) $82 Shares 582 Est. Cost $88.54 Unrealized
AFL Aflac Inc. 0.0%
Value ($000) $81 Shares 1,818 Est. Cost $35.32 Unrealized +2.9%
BP BP Amoco PLC Sponsored ADR 0.0%
Value ($000) $80 Shares 3,889 Est. Cost $36.84 Unrealized
EMR Emerson Electric Corp 0.0%
Value ($000) $80 Shares 994 Est. Cost $47.46 Unrealized +40.8%
EPD Enterprise Prods Partners L P 0.0%
Value ($000) $79 Shares 4,050 Est. Cost $42.51 Unrealized
ADP Automatic Data Processing Inc 0.0%
Value ($000) $79 Shares 450 Est. Cost $110.58 Unrealized +33.3%
AMT American Tower Corp Cl A 0.0%
Value ($000) $79 Shares 350 Est. Cost $59.44 Unrealized +236.0%
KMB Kimberly-Clark Corp 0.0%
Value ($000) $79 Shares 589 Est. Cost $75.25 Unrealized +54.1%
IDV Ishares DJ Intl Select Div 0.0%
Value ($000) $79 Shares 2,673 Est. Cost $32.61 Unrealized
OKE Oneok Inc 0.0%
Value ($000) $78 Shares 2,029 Est. Cost $28.72 Unrealized -13.3%
PFG Principal Financial Group Inc 0.0%
Value ($000) $78 Shares 1,571 Est. Cost $40.87 Unrealized -7.1%
EMXC MCSI Emerging Mkts ex China 0.0%
Value ($000) $78 Shares 1,378 Est. Cost $56.60 Unrealized
AMGN Amgen Inc 0.0%
Value ($000) $77 Shares 336 Est. Cost $145.53 Unrealized +34.9%
LNT Alliant Energy Corp 0.0%
Value ($000) $76 Shares 1,467 Est. Cost $24.33 Unrealized +87.4%
WTRG Aqua Amer Inc 0.0%
Value ($000) $76 Shares 1,600 Est. Cost $47.18 Unrealized -5.9%
NGG National Grid PLC SP-ADR 0.0%
Value ($000) $73 Shares 1,237 Est. Cost $62.34 Unrealized
VGK Vanguard FTSE Europe ETF 0.0%
Value ($000) $71 Shares 1,174 Est. Cost $52.49 Unrealized
TXN Texas Instruments Inc 0.0%
Value ($000) $71 Shares 435 Est. Cost $103.48 Unrealized +30.1%
Linde PLC 0.0%
Value ($000) $66 Shares 250 Est. Cost $212.12 Unrealized
MAR Marriott International Class A 0.0%
Value ($000) $66 Shares 500 Est. Cost $127.67 Unrealized -13.7%
TT Trane Technologies Plc 0.0%
Value ($000) $65 Shares 450 Est. Cost $88.50 Unrealized +46.1%
VWO Vanguard MSCI Emerging Markets ETF 0.0%
Value ($000) $64 Shares 1,274 Est. Cost $38.02 Unrealized
IJR Ishares S&P Smallcap 600 Index Fd 0.0%
Value ($000) $63 Shares 692 Est. Cost $81.59 Unrealized
DGX Quest Diagnostics Inc 0.0%
Value ($000) $60 Shares 500 Est. Cost $46.22 Unrealized +139.1%
SPSM Spdr Portfolio Small Cap ETF 0.0%
Value ($000) $60 Shares 1,674 Est. Cost $30.00 Unrealized
SPMD Spdr Portfolio Mid Cap ETF 0.0%
Value ($000) $59 Shares 1,469 Est. Cost $34.02 Unrealized
BDX Becton Dickinson & Co 0.0%
Value ($000) $58 Shares 232 Est. Cost $220.02 Unrealized -2.5%
LQD Ishares Iboxx Invt Grade Group Bd Fnd 0.0%
Value ($000) $58 Shares 420 Est. Cost $118.67 Unrealized
MAS Masco Corp 0.0%
Value ($000) $55 Shares 1,000 Est. Cost $34.09 Unrealized +47.6%
Bank of Americal Corp Prfd 0.0%
Value ($000) $55 Shares 2,000 Est. Cost $25.50 Unrealized
ATT Inc Preferred 0.0%
Value ($000) $54 Shares 2,000 Est. Cost $26.50 Unrealized
PFF Ishares US Preferred Stock E 0.0%
Value ($000) $53 Shares 1,400 Est. Cost $39.69 Unrealized
XLK Select Sector Spider Technology 0.0%
Value ($000) $52 Shares 400 Est. Cost $117.50 Unrealized
WELL Welltower Inc 0.0%
Value ($000) $52 Shares 808 Est. Cost $48.48 Unrealized +9.1%
MPC Marathon Pete Corp 0.0%
Value ($000) $51 Shares 1,227 Est. Cost $32.76 Unrealized -4.5%
SPAB Spdr Portfolio Ggregate Bond ETF 0.0%
Value ($000) $51 Shares 1,656 Est. Cost $30.39 Unrealized
CSW CSW Industrials Inc 0.0%
Value ($000) $51 Shares 460 Est. Cost $33.91 Unrealized +187.6%
GD General Dynamics Corp 0.0%
Value ($000) $50 Shares 335 Est. Cost $97.35 Unrealized +34.2%
ALL Allstate Corp 0.0%
Value ($000) $50 Shares 454 Est. Cost $80.18 Unrealized +8.1%
D Dominion Resources Inc New 0.0%
Value ($000) $49 Shares 641 Est. Cost $38.79 Unrealized +63.5%
Royal Dutch Shell 0.0%
Value ($000) $49 Shares 1,450 Est. Cost $66.73 Unrealized
DOW Dow Inc 0.0%
Value ($000) $48 Shares 868 Est. Cost $35.14 Unrealized +11.1%
BTI British Amern Tob Plc ADR 0.0%
Value ($000) $46 Shares 1,252 Est. Cost $56.01 Unrealized
TFC Truist Finl Corp 0.0%
Value ($000) $43 Shares 900 Est. Cost $40.50 Unrealized -11.9%
LOW Lowes Companies Inc 0.0%
Value ($000) $43 Shares 265 Est. Cost $95.00 Unrealized +55.8%
ALLE Allegion PLC 0.0%
Value ($000) $41 Shares 350 Est. Cost $65.52 Unrealized +55.1%
Kirlkland Lake Gold Ltd 0.0%
Value ($000) $41 Shares 1,000 Est. Cost $21.00 Unrealized
GS Goldman Sachs Group Inc 0.0%
Value ($000) $40 Shares 151 Est. Cost $122.25 Unrealized +61.2%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $40 Shares 262 Est. Cost $104.50 Unrealized +29.5%
XYLD Global X S&P 500 Covered Call ETF 0.0%
Value ($000) $37 Shares 790 Est. Cost $48.30 Unrealized
RPM Rpm Inc 0.0%
Value ($000) $37 Shares 410 Est. Cost $68.88 Unrealized +28.0%
USRT IShares Core US REIT ETF 0.0%
Value ($000) $37 Shares 761 Est. Cost $51.87 Unrealized
XLV Sector Spdr Healthcare 0.0%
Value ($000) $37 Shares 325 Est. Cost $81.96 Unrealized
General Electric Co 0.0%
Value ($000) $35 Shares 3,250 Est. Cost $21.54 Unrealized
XLI Industrial Select Sector Spdr 0.0%
Value ($000) $35 Shares 400 Est. Cost $77.50 Unrealized
SNA Snap-On Inc. 0.0%
Value ($000) $34 Shares 200 Est. Cost $90.29 Unrealized +62.2%
Thomson Reuters Corp 0.0%
Value ($000) $33 Shares 408 Est. Cost $58.48 Unrealized
LNG Cheniere Energy 0.0%
Value ($000) $33 Shares 548 Est. Cost $58.84 Unrealized -8.9%
ILMN Illumina Inc 0.0%
Value ($000) $32 Shares 86 Est. Cost $318.74 Unrealized +0.0%
MBGAF Daimler AG 0.0%
Value ($000) $32 Shares 450 Est. Cost $24.85 Unrealized +81.5%
DEO Diageo PLC ADR 0.0%
Value ($000) $32 Shares 200 Est. Cost $113.13 Unrealized
GOOG Alphabet Inc Cap Class C 0.0%
Value ($000) $30 Shares 17 Est. Cost $57.10 Unrealized +46.6%
CARR Carrier Global Corporation 0.0%
Value ($000) $30 Shares 800 Est. Cost $18.55 Unrealized +82.3%
HSY Hershey Co. 0.0%
Value ($000) $30 Shares 200 Est. Cost $71.56 Unrealized +83.0%
FAST Fastenal Co 0.0%
Value ($000) $29 Shares 600 Est. Cost $11.39 Unrealized +82.0%
CEF Sprott Physical Gold & Silver Trust 0.0%
Value ($000) $29 Shares 1,500 Est. Cost $13.33 Unrealized
STT State Street Corp 0.0%
Value ($000) $29 Shares 400 Est. Cost $54.12 Unrealized +6.2%
IAT Ishares Regional Bank 0.0%
Value ($000) $29 Shares 633 Est. Cost $34.88 Unrealized
IShares Gold Trust 0.0%
Value ($000) $28 Shares 1,550 Est. Cost $11.61 Unrealized
Glaxosmithkline PLC ADR 0.0%
Value ($000) $28 Shares 750 Est. Cost $39.76 Unrealized
Guggenheim Def Port Conv&Inc Series 31 0.0%
Value ($000) $28 Shares 2,199 Est. Cost $10.46 Unrealized
JCI Johnson Controls International PLC 0.0%
Value ($000) $28 Shares 600 Est. Cost $33.32 Unrealized +20.6%
CB Chubb LTD 0.0%
Value ($000) $28 Shares 180 Est. Cost $117.82 Unrealized +10.4%
SCHH Schwab Strategic Tr US Reit ETF 0.0%
Value ($000) $27 Shares 705 Est. Cost $45.39 Unrealized
ED Consolidated Edison Inc. 0.0%
Value ($000) $27 Shares 370 Est. Cost $40.30 Unrealized +60.3%
IYH Ishares DJ US Healthcare 0.0%
Value ($000) $27 Shares 109 Est. Cost $192.66 Unrealized
CAH Cardinal Health Inc. 0.0%
Value ($000) $27 Shares 502 Est. Cost $44.60 Unrealized +2.2%
Wells Fargo Co Pfd Non-Cumlative Class A 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $26.00 Unrealized
Store Capital Corp 0.0%
Value ($000) $25 Shares 729 Est. Cost $24.61 Unrealized
Marvell Tech Group 0.0%
Value ($000) $25 Shares 525 Est. Cost $47.62 Unrealized
INDY Ishares India 50 ETF 0.0%
Value ($000) $25 Shares 600 Est. Cost $27.11 Unrealized
TIP Ishares TIPS Bond ETF 0.0%
Value ($000) $24 Shares 185 Est. Cost $113.16 Unrealized
PNW Pinnacle West Capital Corp 0.0%
Value ($000) $24 Shares 295 Est. Cost $69.59 Unrealized -5.4%
VEA Vanguard FTSE Deloped ETF 0.0%
Value ($000) $24 Shares 509 Est. Cost $40.88 Unrealized
WFC Wells Fargo & Co New 0.0%
Value ($000) $24 Shares 793 Est. Cost $36.27 Unrealized -36.5%
WTFC Wintrust Financial Corp 0.0%
Value ($000) $24 Shares 400 Est. Cost $82.50 Unrealized -34.8%
JP Morgan Chase 6.15 0.0%
Value ($000) $24 Shares 940 Est. Cost $26.60 Unrealized
SJM Smucker J M Co 0.0%
Value ($000) $23 Shares 202 Est. Cost $74.83 Unrealized +31.2%
Hanesbrands Inc. 0.0%
Value ($000) $23 Shares 1,600 Est. Cost $20.55 Unrealized
KHC Kraft Heinz Co 0.0%
Value ($000) $23 Shares 657 Est. Cost $47.08 Unrealized -45.7%
Jacobs Engineering Group Inc 0.0%
Value ($000) $22 Shares 200 Est. Cost $60.06 Unrealized
SLV Ishares Silver Tr 0.0%
Value ($000) $22 Shares 886 Est. Cost $15.80 Unrealized
CLX Clorox Co 0.0%
Value ($000) $22 Shares 107 Est. Cost $60.00 Unrealized +193.9%
ICF Ishares Tr Cohen & Steers Realty Majors 0.0%
Value ($000) $22 Shares 412 Est. Cost $75.24 Unrealized
AVB Avalonbay Communities Inc 0.0%
Value ($000) $22 Shares 140 Est. Cost $130.70 Unrealized +1.8%
VTI Vanguard Total Stock Market ETF 0.0%
Value ($000) $21 Shares 106 Est. Cost $128.93 Unrealized
KMI Kinder Morgan Inc 0.0%
Value ($000) $21 Shares 1,500 Est. Cost $20.77 Unrealized -52.2%
Laboratory Corp of America Holdings 0.0%
Value ($000) $20 Shares 100 Est. Cost $100.00 Unrealized
ATO Atmos Energy Corp 0.0%
Value ($000) $20 Shares 213 Est. Cost $31.05 Unrealized +172.7%
OTIS Otis Worldwide Corp 0.0%
Value ($000) $20 Shares 300 Est. Cost $49.22 Unrealized +22.1%
CHTR Charter Communications Inc CL A 0.0%
Value ($000) $20 Shares 30 Est. Cost $411.14 Unrealized +54.8%
Cohen & Steers Infrastructure Fund 0.0%
Value ($000) $19 Shares 755 Est. Cost $21.79 Unrealized
Columbia Property Trust Inc 0.0%
Value ($000) $18 Shares 1,250 Est. Cost $22.40 Unrealized
CRM Salesforce Com Inc. 0.0%
Value ($000) $17 Shares 77 Est. Cost $145.00 Unrealized +65.7%
HAS Hasbro Inc. 0.0%
Value ($000) $17 Shares 186 Est. Cost $45.36 Unrealized +60.1%
GILD Gilead Sciences Inc 0.0%
Value ($000) $17 Shares 300 Est. Cost $53.92 Unrealized -8.5%
MNA Indexiq Merger Arbitrage ETF 0.0%
Value ($000) $16 Shares 484 Est. Cost $31.65 Unrealized
CAG Conagra Brands Inc 0.0%
Value ($000) $16 Shares 450 Est. Cost $17.69 Unrealized +63.3%
CTVA Corteva Inc 0.0%
Value ($000) $16 Shares 413 Est. Cost $25.02 Unrealized +34.9%
TCEHY Tencent Hldgs Ltd-UNS ADR 0.0%
Value ($000) $15 Shares 207 Est. Cost $51.13 Unrealized
IJJ Ishares S & P Midcap 400/Value 0.0%
Value ($000) $15 Shares 176 Est. Cost $105.11 Unrealized
LUV Southwest Airlines Co 0.0%
Value ($000) $14 Shares 300 Est. Cost $53.50 Unrealized -24.7%
YUM Yum Brands Inc 0.0%
Value ($000) $13 Shares 120 Est. Cost $54.22 Unrealized +71.1%
IR Ingersoll Rand Inc 0.0%
Value ($000) $12 Shares 264 Est. Cost $31.60 Unrealized +30.3%
Invesco Van Kampen Adv Muni Income II 0.0%
Value ($000) $12 Shares 1,059 Est. Cost $10.39 Unrealized
SNN Smith & Nephew PLC 0.0%
Value ($000) $11 Shares 250 Est. Cost $45.60 Unrealized
Guggenheim Def Port MultiNtl Titan 18 0.0%
Value ($000) $11 Shares 973 Est. Cost $10.28 Unrealized
DD Dupont De Nemours Inc 0.0%
Value ($000) $11 Shares 153 Est. Cost $27.24 Unrealized -12.9%
Biotricity Inc 0.0%
Value ($000) $11 Shares 15,000 Est. Cost $1.87 Unrealized
ADI Analog Devices, Inc. 0.0%
Value ($000) $11 Shares 74 Est. Cost $88.44 Unrealized +37.0%
AZN Astrazeneca PLC Sponsored ADR UK 0.0%
Value ($000) $10 Shares 200 Est. Cost $30.06 Unrealized
AMAT Applied Materials Inc 0.0%
Value ($000) $9 Shares 108 Est. Cost $12.22 Unrealized +478.7%
NXPI NPX Semiconductors NV 0.0%
Value ($000) $9 Shares 58 Est. Cost $97.57 Unrealized +38.2%
Draftkings Inc 0.0%
Value ($000) $9 Shares 200 Est. Cost $45.00 Unrealized
Nordstrom Inc 0.0%
Value ($000) $9 Shares 300 Est. Cost $60.00 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $9 Shares 100 Est. Cost $48.01 Unrealized +56.9%
HEDJ Wisdomtree Trust Europe Hedged Eqty Fd 0.0%
Value ($000) $9 Shares 130 Est. Cost $60.24 Unrealized
VYX NCR Corp Common Stock 0.0%
Value ($000) $8 Shares 200 Est. Cost $18.70 Unrealized -11.4%
AXP American Express Co 0.0%
Value ($000) $8 Shares 69 Est. Cost $103.28 Unrealized +0.6%
Nuveen Credit Stategies Income Fd 0.0%
Value ($000) $8 Shares 1,200 Est. Cost $7.50 Unrealized
PNNT Pennantpark Investment Corp 0.0%
Value ($000) $8 Shares 1,702 Est. Cost $2.37 Unrealized -14.1%
IBB Ishares Nasdaq Biotech ETF 0.0%
Value ($000) $8 Shares 51 Est. Cost $169.40 Unrealized
ROKU Roku Inc 0.0%
Value ($000) $7 Shares 20 Est. Cost $115.11 Unrealized +127.9%
Heritage Crystal Clean Inc. 0.0%
Value ($000) $7 Shares 347 Est. Cost $14.41 Unrealized
YUMC Yum China Holdings Inc 0.0%
Value ($000) $7 Shares 120 Est. Cost $26.68 Unrealized +110.5%
ZM Zoom Video Communications Inc 0.0%
Value ($000) $7 Shares 20 Est. Cost $98.68 Unrealized +351.8%
TWLO Twilio Inc-A 0.0%
Value ($000) $7 Shares 20 Est. Cost $109.80 Unrealized +184.6%
IYM I Shares U.S. Basic Materials EFT 0.0%
Value ($000) $6 Shares 50 Est. Cost $60.00 Unrealized
Guggenheim Def Port F&C Pfd 49 CA 0.0%
Value ($000) $6 Shares 664 Est. Cost $9.04 Unrealized
Barrick Gold Corp 0.0%
Value ($000) $5 Shares 200 Est. Cost $10.00 Unrealized
VTRS Viatris Inc 0.0%
Value ($000) $5 Shares 270 Est. Cost $13.33 Unrealized 0.0%
FQVLF First Quantum Minerals Ltd. 0.0%
Value ($000) $4 Shares 250 Est. Cost $15.00 Unrealized -14.3%
CVS CVS Health Corp 0.0%
Value ($000) $4 Shares 52 Est. Cost $51.79 Unrealized +6.6%
CGNX Cognex Corp 0.0%
Value ($000) $4 Shares 56 Est. Cost $46.71 Unrealized +47.9%
TSLA Tesla Motors 0.0%
Value ($000) $3 Shares 4 Est. Cost $118.07 Unrealized +44.5%
ALC Alcon Inc 0.0%
Value ($000) $3 Shares 42 Est. Cost $55.82 Unrealized +10.5%
COP Conocophillips Com 0.0%
Value ($000) $2 Shares 50 Est. Cost $44.32 Unrealized -30.7%
CCL Carnival Corp Com Paired 0.0%
Value ($000) $2 Shares 100 Est. Cost $45.03 Unrealized -60.5%
MGTI MGT Capital Investments Inc. 0.0%
Value ($000) $2 Shares 37,974 Est. Cost $2.22 Unrealized -99.0%
VOD Vodafone Group PLC 0.0%
Value ($000) $1 Shares 73 Est. Cost $14.01 Unrealized
Seadrill Ltd 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
EBND Spdr Blmbrg Barclay Emerg Mkt Local Bnd ETF 0.0%
Value ($000) $0 Shares 11 Est. Cost $27.33 Unrealized
OMEX Odyssey Marine Exploration Inc 0.0%
Value ($000) $0 Shares 42 Est. Cost $3.63 Unrealized +88.6%
OXY/WS Occidental Pete Corp Wt Exp 080327 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
NOK Nokia Corp Sponsored ADR 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
Quantum Fuel Sys Tech Worldwde 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
H-Entertainment Inc. 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
Frontier Communications Corp New 0.0%
Value ($000) $0 Shares 113 Est. Cost Unrealized