OLD SECOND NATIONAL BANK OF AURORA Diversified Active

CIK: 0000903783 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 25, 2023

Total Value ($000): $328,678 (100.0% shares, 0.0% debt)

Holdings (345)

IJH Ishares Core S&P Midcap ETF 7.8%
Value ($000) $25,477 Shares 102,175 Est. Cost $261.73 Unrealized
MSFT Microsoft Corp 4.0%
Value ($000) $13,176 Shares 41,730 Est. Cost $54.31 Unrealized +497.7%
XYLD Global X S&P 500 Covered Call ETF 3.7%
Value ($000) $12,301 Shares 316,291 Est. Cost $42.09 Unrealized
AAPL Apple Computer Inc 3.6%
Value ($000) $11,953 Shares 69,817 Est. Cost $90.94 Unrealized +99.4%
VGK Vanguard FTSE Europe ETF 3.3%
Value ($000) $10,959 Shares 189,178 Est. Cost $61.91 Unrealized
Invesco BulletShares 2024 Corporate ETF 3.2%
Value ($000) $10,492 Shares 507,588 Est. Cost $20.46 Unrealized
GOOGL Alphabet Class A 2.5%
Value ($000) $8,108 Shares 61,961 Est. Cost $106.64 Unrealized +20.4%
NVDA Nvidia Corporation 2.4%
Value ($000) $7,747 Shares 17,810 Est. Cost $22.26 Unrealized +101.1%
JPM J P Morgan Chase & Co 2.2%
Value ($000) $7,257 Shares 50,041 Est. Cost $49.16 Unrealized +189.5%
BSJO Invesco Bulletshares 2024 High Yield C 1.8%
Value ($000) $6,073 Shares 270,123 Est. Cost $22.48 Unrealized
AVGO Broadcom Inc 1.7%
Value ($000) $5,631 Shares 6,780 Est. Cost $22.82 Unrealized +267.9%
LLY Eli Lilly & Co 1.7%
Value ($000) $5,582 Shares 10,393 Est. Cost $282.35 Unrealized +79.5%
Blackrock Inc 1.7%
Value ($000) $5,548 Shares 8,582 Est. Cost $295.13 Unrealized
SPY SPDR S&P 500 ETF 1.5%
Value ($000) $5,040 Shares 11,791 Est. Cost $272.14 Unrealized
JNJ Johnson & Johnson 1.5%
Value ($000) $5,018 Shares 32,217 Est. Cost $74.17 Unrealized +106.7%
AMZN Amazon.com Inc. 1.5%
Value ($000) $4,945 Shares 38,903 Est. Cost $123.83 Unrealized +8.2%
MS Morgan Stanley 1.4%
Value ($000) $4,658 Shares 57,030 Est. Cost $54.85 Unrealized +46.4%
BSCQ Invesco BulletShares 2026 Corp Bond ETF 1.4%
Value ($000) $4,588 Shares 244,221 Est. Cost $19.16 Unrealized
CMI Cummins Inc. 1.3%
Value ($000) $4,239 Shares 18,554 Est. Cost $140.91 Unrealized +62.2%
OSBC Old Second Bancorp Inc 1.2%
Value ($000) $4,045 Shares 297,232 Est. Cost $14.09 Unrealized 0.0%
KLAC KLA Corp 1.2%
Value ($000) $3,961 Shares 8,636 Est. Cost $207.55 Unrealized +126.2%
MET Metlife Inc 1.2%
Value ($000) $3,889 Shares 61,826 Est. Cost $46.08 Unrealized +25.9%
ABBV Abbvie Inc 1.2%
Value ($000) $3,835 Shares 25,725 Est. Cost $53.08 Unrealized +154.9%
BX Blackstone Inc 1.1%
Value ($000) $3,778 Shares 35,265 Est. Cost $80.78 Unrealized +20.6%
PHM Pulte Homes, Inc 1.1%
Value ($000) $3,763 Shares 50,814 Est. Cost $23.53 Unrealized +232.6%
EOG EOG Resources Inc 1.1%
Value ($000) $3,727 Shares 29,401 Est. Cost $95.47 Unrealized +22.7%
VLO Valero Energy Corp 1.1%
Value ($000) $3,575 Shares 25,228 Est. Cost $56.14 Unrealized +117.5%
Invesco BulletShares 2025 Corporate ETF 1.1%
Value ($000) $3,475 Shares 172,813 Est. Cost $20.01 Unrealized
PG Procter & Gamble Co 1.1%
Value ($000) $3,465 Shares 23,755 Est. Cost $58.38 Unrealized +146.9%
XLE SPDR Energy Sector ETF 1.0%
Value ($000) $3,338 Shares 36,930 Est. Cost $30.04 Unrealized
ETN Eaton Corp PLC 1.0%
Value ($000) $3,298 Shares 15,465 Est. Cost $70.60 Unrealized +197.0%
MA Mastercard Inc. 0.9%
Value ($000) $3,014 Shares 7,613 Est. Cost $143.63 Unrealized +175.9%
ABT Abbott Laboratories 0.9%
Value ($000) $2,997 Shares 30,942 Est. Cost $37.41 Unrealized +168.5%
MDT Medtronic Holdings LTD 0.9%
Value ($000) $2,996 Shares 38,234 Est. Cost $86.26 Unrealized -9.8%
MCD McDonalds Corp 0.9%
Value ($000) $2,992 Shares 11,359 Est. Cost $152.51 Unrealized +76.7%
PEP Pepsico Inc. 0.9%
Value ($000) $2,991 Shares 17,654 Est. Cost $107.30 Unrealized +55.8%
DHR Danaher Corp 0.9%
Value ($000) $2,915 Shares 11,750 Est. Cost $92.42 Unrealized +138.2%
ROP Roper Industries Inc 0.9%
Value ($000) $2,889 Shares 5,966 Est. Cost $179.01 Unrealized +169.7%
BMI Badger Meter Inc 0.8%
Value ($000) $2,662 Shares 18,501 Est. Cost $95.17 Unrealized +63.2%
HD Home Depot Inc 0.8%
Value ($000) $2,661 Shares 8,807 Est. Cost $155.02 Unrealized +95.4%
WMT Wal-Mart Stores Inc 0.8%
Value ($000) $2,628 Shares 16,434 Est. Cost $30.38 Unrealized +70.5%
COST Costco Wholesale Corp 0.8%
Value ($000) $2,571 Shares 4,550 Est. Cost $476.86 Unrealized +11.6%
SBUX Starbucks Corp 0.8%
Value ($000) $2,535 Shares 27,780 Est. Cost $54.74 Unrealized +68.9%
REGN Regeneron Pharmaceuticals Inc 0.8%
Value ($000) $2,522 Shares 3,065 Est. Cost $629.16 Unrealized +24.2%
NSC Norfolk Southern Corp 0.7%
Value ($000) $2,348 Shares 11,923 Est. Cost $71.54 Unrealized +186.5%
ALB Albemarle Corp. 0.7%
Value ($000) $2,331 Shares 13,709 Est. Cost $83.47 Unrealized +129.2%
SYK Stryker Corp 0.7%
Value ($000) $2,217 Shares 8,113 Est. Cost $172.63 Unrealized +62.2%
Aptiv PLC 0.7%
Value ($000) $2,214 Shares 22,453 Est. Cost $92.89 Unrealized
LKQ LKQ Corporation 0.7%
Value ($000) $2,174 Shares 43,920 Est. Cost $30.03 Unrealized +66.0%
ADBE Adobe Systems Inc. 0.6%
Value ($000) $2,134 Shares 4,185 Est. Cost $397.03 Unrealized +32.1%
CSCO Cisco Systems Inc 0.6%
Value ($000) $2,134 Shares 39,691 Est. Cost $24.66 Unrealized +104.0%
ZTS Zoetis Inc 0.6%
Value ($000) $2,108 Shares 12,116 Est. Cost $127.67 Unrealized +38.6%
SOFI Sofi Technologies Inc 0.6%
Value ($000) $2,099 Shares 262,760 Est. Cost $10.93 Unrealized -19.5%
CF CF Industries 0.6%
Value ($000) $2,044 Shares 23,835 Est. Cost $77.84 Unrealized -4.1%
Discover Financial Services 0.6%
Value ($000) $1,985 Shares 22,918 Est. Cost $52.84 Unrealized
PEG Public Service Enterprise Group Inc 0.6%
Value ($000) $1,918 Shares 33,706 Est. Cost $36.86 Unrealized +53.9%
BMY Bristol Myers Squibb Co 0.6%
Value ($000) $1,916 Shares 33,013 Est. Cost $47.01 Unrealized +15.6%
CIBR First Trust Cybersecurity ETF 0.6%
Value ($000) $1,852 Shares 40,773 Est. Cost $39.39 Unrealized
QCOM Qualcomm Inc 0.6%
Value ($000) $1,846 Shares 16,624 Est. Cost $54.91 Unrealized +100.4%
DIS Walt Disney Co 0.6%
Value ($000) $1,838 Shares 22,678 Est. Cost $98.85 Unrealized -15.6%
CVX Chevron Corp 0.5%
Value ($000) $1,781 Shares 10,560 Est. Cost $72.11 Unrealized +102.1%
ENB Enbridge Inc 0.5%
Value ($000) $1,762 Shares 53,089 Est. Cost $25.08 Unrealized +21.1%
PKG Packaging Corp of America 0.5%
Value ($000) $1,741 Shares 11,339 Est. Cost $83.84 Unrealized +63.1%
MDY SPDR S&P Midcap 400 ETF 0.5%
Value ($000) $1,710 Shares 3,745 Est. Cost $409.58 Unrealized
Unilever PLC 0.5%
Value ($000) $1,644 Shares 33,283 Est. Cost $46.35 Unrealized
APD Air Products & Chemicals Inc 0.5%
Value ($000) $1,636 Shares 5,771 Est. Cost $231.88 Unrealized +18.5%
DE Deere & Co 0.5%
Value ($000) $1,603 Shares 4,248 Est. Cost $347.70 Unrealized +14.5%
XLP Select Sector Spdr Tr Consumer Staples 0.4%
Value ($000) $1,421 Shares 20,654 Est. Cost $74.17 Unrealized
CMCSA Comcast Corp New Class A 0.4%
Value ($000) $1,351 Shares 30,478 Est. Cost $36.01 Unrealized +15.2%
AES Aes Corp 0.4%
Value ($000) $1,343 Shares 88,356 Est. Cost $14.07 Unrealized +20.8%
VPU Vanguard Utilities ETF 0.4%
Value ($000) $1,329 Shares 10,424 Est. Cost $130.81 Unrealized
WELL Welltower Inc 0.4%
Value ($000) $1,263 Shares 15,420 Est. Cost $76.59 Unrealized +2.0%
BSMO Invesco BulletShares 2024 Muni Bond ETF 0.4%
Value ($000) $1,243 Shares 50,441 Est. Cost $24.75 Unrealized
GLW Corning Inc 0.4%
Value ($000) $1,239 Shares 40,672 Est. Cost $22.45 Unrealized +36.7%
PYPL Paypal Holdings Inc 0.3%
Value ($000) $1,126 Shares 19,261 Est. Cost $66.73 Unrealized -2.6%
UPS United Parcel Service Inc Class B 0.3%
Value ($000) $1,109 Shares 7,118 Est. Cost $142.45 Unrealized +6.5%
PLD Prologis Inc 0.3%
Value ($000) $1,106 Shares 9,855 Est. Cost $113.01 Unrealized 0.0%
VZ Verizon Communications 0.3%
Value ($000) $1,035 Shares 31,932 Est. Cost $34.87 Unrealized -16.9%
HON Honeywell Intl Inc 0.3%
Value ($000) $942 Shares 5,101 Est. Cost $130.52 Unrealized +33.2%
TJX TJX Companies Inc 0.3%
Value ($000) $853 Shares 9,600 Est. Cost $70.72 Unrealized +20.7%
MRK Merck & Co Inc 0.3%
Value ($000) $849 Shares 8,250 Est. Cost $38.32 Unrealized +160.6%
Invesco BulletShares 2025 Muni Bond ETF 0.2%
Value ($000) $790 Shares 32,925 Est. Cost $24.11 Unrealized
IVV Ishares S & P 500 ETF 0.2%
Value ($000) $775 Shares 1,804 Est. Cost $220.71 Unrealized
PM Philip Morris Intl Inc 0.2%
Value ($000) $661 Shares 7,145 Est. Cost $54.77 Unrealized +57.4%
TMO Thermo Fisher Scientific Inc. 0.2%
Value ($000) $654 Shares 1,292 Est. Cost $423.05 Unrealized +25.0%
XOM Exxon Mobil Corp 0.2%
Value ($000) $650 Shares 5,529 Est. Cost $68.86 Unrealized +46.7%
NOC Northrop Grumman Corp 0.2%
Value ($000) $605 Shares 1,375 Est. Cost $421.70 Unrealized 0.0%
IWM Ishares Russell 2000 ETF 0.2%
Value ($000) $602 Shares 3,408 Est. Cost $148.53 Unrealized
BA Boeing Co 0.2%
Value ($000) $558 Shares 2,912 Est. Cost $312.63 Unrealized -30.0%
ICSH BlackRock Ultra Short Term Bond Fund ETF 0.2%
Value ($000) $552 Shares 10,951 Est. Cost $50.55 Unrealized
IWR Ishares Russell Midcap ETF 0.2%
Value ($000) $539 Shares 7,780 Est. Cost $76.63 Unrealized
FITB Fifth Third Bancorp 0.2%
Value ($000) $525 Shares 20,726 Est. Cost $21.80 Unrealized +12.3%
ORCL Oracle Corp 0.2%
Value ($000) $520 Shares 4,910 Est. Cost $28.54 Unrealized +295.1%
MOAT Vaneck Vectors Morningstar Wide MOAT ETF 0.1%
Value ($000) $484 Shares 6,379 Est. Cost $32.52 Unrealized
IBM International Business Machines Corp 0.1%
Value ($000) $477 Shares 3,400 Est. Cost $109.39 Unrealized +20.4%
EFA Ishares MSCI EAFE ETF 0.1%
Value ($000) $469 Shares 6,804 Est. Cost $62.65 Unrealized
DIA SPDR Dow Jones Industrial Average ETF 0.1%
Value ($000) $459 Shares 1,370 Est. Cost $191.78 Unrealized
VB Vanguard Small Cap ETF 0.1%
Value ($000) $451 Shares 2,385 Est. Cost $127.01 Unrealized
VYM Vanguard High Dividend ETF 0.1%
Value ($000) $434 Shares 4,200 Est. Cost $80.22 Unrealized
BSJP Invesco BulletShares 2025 High Yld Bd ETF 0.1%
Value ($000) $431 Shares 19,173 Est. Cost $22.48 Unrealized
WEC WEC Energy Group Inc 0.1%
Value ($000) $412 Shares 5,118 Est. Cost $45.40 Unrealized +75.6%
MDLZ Mondelez Intl Inc 0.1%
Value ($000) $408 Shares 5,884 Est. Cost $31.17 Unrealized +115.6%
SPEM SPDR Emerging Market ETF 0.1%
Value ($000) $397 Shares 11,828 Est. Cost $38.30 Unrealized
XEL Xcel Energy 0.1%
Value ($000) $383 Shares 6,698 Est. Cost $54.49 Unrealized +1.3%
WM Waste Management Co ETF 0.1%
Value ($000) $378 Shares 2,478 Est. Cost $38.17 Unrealized +308.8%
IBTE iShares Dec 2024 Treasury ETF 0.1%
Value ($000) $363 Shares 15,234 Est. Cost $23.85 Unrealized
SPMD SPDR S&P 400 Mid Cap ETF 0.1%
Value ($000) $355 Shares 8,103 Est. Cost $41.92 Unrealized
CAT Caterpillar Inc 0.1%
Value ($000) $353 Shares 1,294 Est. Cost $109.63 Unrealized +138.5%
MO Altria Group Inc 0.1%
Value ($000) $337 Shares 8,009 Est. Cost $19.93 Unrealized +82.8%
CMA Comerica Inc 0.1%
Value ($000) $330 Shares 7,935 Est. Cost $62.67 Unrealized -33.0%
SPDW SPDR Developed World ETF 0.1%
Value ($000) $321 Shares 10,352 Est. Cost $28.55 Unrealized
VIG Vanguard Dividend Appreciation ETF 0.1%
Value ($000) $305 Shares 1,964 Est. Cost $144.29 Unrealized
PFE Pfizer Inc 0.1%
Value ($000) $284 Shares 8,547 Est. Cost $21.89 Unrealized +39.7%
SPYV SPDR S&P 500 Value ETF 0.1%
Value ($000) $275 Shares 6,654 Est. Cost $34.55 Unrealized
QQQ Invesco QQQ Trust 0.1%
Value ($000) $269 Shares 750 Est. Cost $349.37 Unrealized
T AT&T Inc 0.1%
Value ($000) $269 Shares 17,888 Est. Cost $14.97 Unrealized -13.5%
CME CME Group Inc 0.1%
Value ($000) $267 Shares 1,335 Est. Cost $166.55 Unrealized +8.2%
VEA Vanguard FTSE Developed Markets ETF 0.1%
Value ($000) $261 Shares 5,964 Est. Cost $43.58 Unrealized
SPYM SPDR S&P 500 Portfolio ETF 0.1%
Value ($000) $256 Shares 5,085 Est. Cost $48.20 Unrealized
BDX Becton Dickinson & Co 0.1%
Value ($000) $243 Shares 939 Est. Cost $236.88 Unrealized +9.0%
BSMQ Invesco BulletShares 2026 Muni Bond ETF 0.1%
Value ($000) $242 Shares 10,519 Est. Cost $23.77 Unrealized
NEE Nextera Energy Inc 0.1%
Value ($000) $240 Shares 4,196 Est. Cost $61.39 Unrealized +4.9%
AXP American Express Co 0.1%
Value ($000) $232 Shares 1,555 Est. Cost $160.00 Unrealized -0.7%
KO Coca Cola Co 0.1%
Value ($000) $224 Shares 4,004 Est. Cost $38.64 Unrealized +44.2%
CSX CSX Corp. 0.1%
Value ($000) $198 Shares 6,450 Est. Cost $29.56 Unrealized +3.5%
Invesco BulletShares 2023 Muni Fund ETF 0.1%
Value ($000) $198 Shares 7,903 Est. Cost $25.10 Unrealized
LMT Lockheed Martin Corp 0.1%
Value ($000) $197 Shares 482 Est. Cost $190.25 Unrealized +118.2%
IWF Ishares Russell 1000 Growth ETF 0.1%
Value ($000) $197 Shares 741 Est. Cost $95.51 Unrealized
Walgreens Boots Alliance Inc 0.1%
Value ($000) $196 Shares 8,818 Est. Cost $33.76 Unrealized
UNH Unitedhealth Group Inc 0.1%
Value ($000) $191 Shares 378 Est. Cost $230.41 Unrealized +104.0%
FISV Fiserv Inc 0.1%
Value ($000) $189 Shares 1,670 Est. Cost $59.52 Unrealized +106.9%
EEM Ishares MSCI Emerging Market ETF 0.1%
Value ($000) $189 Shares 4,969 Est. Cost $38.06 Unrealized
UNP Union Pacific Corp 0.1%
Value ($000) $186 Shares 913 Est. Cost $77.81 Unrealized +165.0%
SO Southern Co. 0.1%
Value ($000) $182 Shares 2,808 Est. Cost $39.80 Unrealized +60.2%
BRK/B Berkshire Hathaway Inc Class B 0.1%
Value ($000) $180 Shares 515 Est. Cost $136.02 Unrealized +160.8%
ITOT Ishares Core S&P Total Market ETF 0.1%
Value ($000) $173 Shares 1,838 Est. Cost $89.54 Unrealized
XLU SPDR Utilities Sector ETF 0.1%
Value ($000) $172 Shares 2,923 Est. Cost $53.42 Unrealized
DUK Duke Energy Corp 0.1%
Value ($000) $169 Shares 1,917 Est. Cost $58.89 Unrealized +41.9%
PAYX Paychex Inc 0.1%
Value ($000) $168 Shares 1,457 Est. Cost $104.96 Unrealized +6.9%
VWO Vanguard MSCI Emerging Markets ETF 0.0%
Value ($000) $152 Shares 3,888 Est. Cost $39.86 Unrealized
SPYG SPDR S&P 500 Growth ETF 0.0%
Value ($000) $145 Shares 2,438 Est. Cost $42.73 Unrealized
INTC Intel Corp 0.0%
Value ($000) $141 Shares 3,980 Est. Cost $21.68 Unrealized +57.8%
RTX RTX Corp 0.0%
Value ($000) $141 Shares 1,959 Est. Cost $66.45 Unrealized +22.3%
BAC Bank America Corp 0.0%
Value ($000) $141 Shares 5,142 Est. Cost $16.89 Unrealized +64.7%
MPC Marathon Pete Corp 0.0%
Value ($000) $140 Shares 927 Est. Cost $36.45 Unrealized +263.8%
VTV Vanguard Value ETF 0.0%
Value ($000) $133 Shares 966 Est. Cost $97.91 Unrealized
VNQ Vanguard REIT-ETF 0.0%
Value ($000) $120 Shares 1,592 Est. Cost $82.49 Unrealized
SPIB SPDR Intermediate Corp Bond ETF 0.0%
Value ($000) $119 Shares 3,778 Est. Cost $32.32 Unrealized
TGT Target Corp 0.0%
Value ($000) $105 Shares 951 Est. Cost $62.65 Unrealized +85.8%
EXC Exelon Corp 0.0%
Value ($000) $105 Shares 2,769 Est. Cost $23.62 Unrealized +57.6%
CEG Constellation Energy Corp 0.0%
Value ($000) $104 Shares 951 Est. Cost $49.40 Unrealized +105.3%
GLD SPDR Gold Shares 0.0%
Value ($000) $104 Shares 605 Est. Cost $137.44 Unrealized
GIS General Mills Inc 0.0%
Value ($000) $102 Shares 1,600 Est. Cost $34.78 Unrealized +85.7%
WWD Woodward Governor Co 0.0%
Value ($000) $99 Shares 800 Est. Cost $34.67 Unrealized +254.8%
CARR Carrier Global Corporation 0.0%
Value ($000) $99 Shares 1,800 Est. Cost $29.87 Unrealized +78.9%
AMX America Movil Sab De Cv 0.0%
Value ($000) $97 Shares 5,622 Est. Cost $21.21 Unrealized
ETR Entergy Corp 0.0%
Value ($000) $97 Shares 1,052 Est. Cost $30.21 Unrealized +48.4%
DVY Ishares Select Dividend ETF 0.0%
Value ($000) $97 Shares 900 Est. Cost $80.11 Unrealized
LIN Linde Plc EURO .001 share 0.0%
Value ($000) $97 Shares 260 Est. Cost $322.30 Unrealized +14.5%
AFL Aflac Inc. 0.0%
Value ($000) $96 Shares 1,252 Est. Cost $38.45 Unrealized +83.4%
EMR Emerson Electric Corp 0.0%
Value ($000) $92 Shares 956 Est. Cost $47.46 Unrealized +92.1%
SPSM SPDR S&P 600 Small Cap ETF 0.0%
Value ($000) $90 Shares 2,444 Est. Cost $33.26 Unrealized
BP BP Amoco PLC Sponsored ADR 0.0%
Value ($000) $90 Shares 2,315 Est. Cost $36.84 Unrealized
CBOE CBOE Global Markes Inc. 0.0%
Value ($000) $86 Shares 550 Est. Cost $112.97 Unrealized +27.3%
Ishares Dec 2023 Treasury ETF 0.0%
Value ($000) $81 Shares 3,273 Est. Cost $24.75 Unrealized
SPAB SPDR Aggregate Bond ETF 0.0%
Value ($000) $81 Shares 3,325 Est. Cost $26.01 Unrealized
AMP Ameriprise Financial Inc 0.0%
Value ($000) $81 Shares 245 Est. Cost $314.59 Unrealized +5.1%
CSW CSW Industrials Inc 0.0%
Value ($000) $81 Shares 460 Est. Cost $33.91 Unrealized +417.0%
ALL Allstate Corp 0.0%
Value ($000) $80 Shares 716 Est. Cost $109.79 Unrealized -5.7%
MMM 3m Co 0.0%
Value ($000) $79 Shares 840 Est. Cost $67.22 Unrealized +18.3%
CHE Chemed Corp 0.0%
Value ($000) $78 Shares 150 Est. Cost $300.29 Unrealized +71.6%
ADP Automatic Data Processing Inc 0.0%
Value ($000) $78 Shares 323 Est. Cost $110.58 Unrealized +109.0%
AMT American Tower Corp Cl A 0.0%
Value ($000) $75 Shares 456 Est. Cost $91.84 Unrealized +82.5%
OKE Oneok Inc 0.0%
Value ($000) $75 Shares 1,178 Est. Cost $32.48 Unrealized +78.5%
GD General Dynamics Corp 0.0%
Value ($000) $72 Shares 326 Est. Cost $103.28 Unrealized +104.4%
XLF SPDR Financial Sector ETF 0.0%
Value ($000) $71 Shares 2,127 Est. Cost $25.70 Unrealized
IJR Ishares S&P Small-Cap 600 ETF 0.0%
Value ($000) $69 Shares 734 Est. Cost $84.78 Unrealized
KMB Kimberly-Clark Corp 0.0%
Value ($000) $69 Shares 572 Est. Cost $83.57 Unrealized +40.9%
VUG Vanguard Growth ETF 0.0%
Value ($000) $67 Shares 247 Est. Cost $272.31 Unrealized
XLK SPDR Technology Sector ETF 0.0%
Value ($000) $66 Shares 400 Est. Cost $117.50 Unrealized
USRT IShares Core US REIT ETF 0.0%
Value ($000) $64 Shares 1,361 Est. Cost $51.26 Unrealized
AEM Agnico Eagle Mines Ltd 0.0%
Value ($000) $62 Shares 1,367 Est. Cost $49.03 Unrealized -4.8%
EWZ Ishares MSCI Brazil ETF 0.0%
Value ($000) $61 Shares 2,005 Est. Cost $34.02 Unrealized
SHOP Shopify Inc 0.0%
Value ($000) $61 Shares 1,110 Est. Cost $41.08 Unrealized +47.5%
VTI Vanguard Total Stock Market ETF 0.0%
Value ($000) $61 Shares 285 Est. Cost $191.19 Unrealized
COP Conocophillips 0.0%
Value ($000) $60 Shares 502 Est. Cost $102.92 Unrealized +4.8%
GE General Electric Co 0.0%
Value ($000) $60 Shares 543 Est. Cost $57.48 Unrealized +54.2%
ROK Rockwell Automation Inc 0.0%
Value ($000) $57 Shares 200 Est. Cost $237.86 Unrealized +24.7%
DGX Quest Diagnostics Inc 0.0%
Value ($000) $57 Shares 466 Est. Cost $52.62 Unrealized +141.8%
OTIS Otis Worldwide Corp 0.0%
Value ($000) $56 Shares 700 Est. Cost $61.18 Unrealized +34.3%
WTRG Aqua Amer Inc 0.0%
Value ($000) $55 Shares 1,600 Est. Cost $47.18 Unrealized -17.9%
IDV Ishares International Select ETF 0.0%
Value ($000) $54 Shares 2,125 Est. Cost $32.61 Unrealized
SNA Snap-On Inc. 0.0%
Value ($000) $51 Shares 200 Est. Cost $90.29 Unrealized +181.0%
DOW Dow Inc 0.0%
Value ($000) $50 Shares 979 Est. Cost $39.93 Unrealized +16.0%
EPD Enterprise Prods Partners L P 0.0%
Value ($000) $50 Shares 1,844 Est. Cost $36.98 Unrealized
BC Brunswick Corp 0.0%
Value ($000) $50 Shares 632 Est. Cost $84.69 Unrealized -8.1%
MAR Marriott International Class A 0.0%
Value ($000) $49 Shares 249 Est. Cost $127.67 Unrealized +52.0%
GS Goldman Sachs Group Inc 0.0%
Value ($000) $49 Shares 151 Est. Cost $122.25 Unrealized +158.0%
TRI Thomson Reuters Corp. 0.0%
Value ($000) $48 Shares 393 Est. Cost $122.38 Unrealized +1.8%
LNT Alliant Energy Corp 0.0%
Value ($000) $48 Shares 992 Est. Cost $29.42 Unrealized +62.6%
FLBL Franklin Templeton ETF TR 0.0%
Value ($000) $47 Shares 1,972 Est. Cost $23.81 Unrealized
CAH Cardinal Health Inc. 0.0%
Value ($000) $47 Shares 538 Est. Cost $46.41 Unrealized +86.8%
TXN Texas Instruments Inc 0.0%
Value ($000) $46 Shares 290 Est. Cost $106.22 Unrealized +49.6%
YUM Yum Brands Inc 0.0%
Value ($000) $45 Shares 360 Est. Cost $94.11 Unrealized +33.4%
Invesco Bond Fund 0.0%
Value ($000) $44 Shares 3,045 Est. Cost $17.41 Unrealized
IWD Ishares Russell 1000 Value Index Fund 0.0%
Value ($000) $43 Shares 284 Est. Cost $151.82 Unrealized
VXF Vanguard Extended Market ETF 0.0%
Value ($000) $43 Shares 298 Est. Cost $132.86 Unrealized
XBI SPDR S&P Biotech ETF 0.0%
Value ($000) $42 Shares 582 Est. Cost $88.54 Unrealized
XLI SPDR Industrial Sector ETF 0.0%
Value ($000) $41 Shares 400 Est. Cost $77.50 Unrealized
HSY Hershey Co. 0.0%
Value ($000) $40 Shares 200 Est. Cost $71.56 Unrealized +191.6%
RPM Rpm Inc 0.0%
Value ($000) $39 Shares 410 Est. Cost $68.88 Unrealized +41.5%
AZO Autozone Inc 0.0%
Value ($000) $38 Shares 15 Est. Cost $2416.82 Unrealized +3.8%
WBD Warner Bros Discovery Inc 0.0%
Value ($000) $38 Shares 3,476 Est. Cost $16.80 Unrealized -25.7%
CB Chubb LTD 0.0%
Value ($000) $37 Shares 180 Est. Cost $135.63 Unrealized +45.1%
TT Trane Technologies Plc 0.0%
Value ($000) $37 Shares 180 Est. Cost $100.51 Unrealized +94.8%
SPMB Spdr Portfolio Mortage Backed Bond ETF 0.0%
Value ($000) $36 Shares 1,725 Est. Cost $20.80 Unrealized
LQD Ishares Inv Grade Corp Bond ETF 0.0%
Value ($000) $36 Shares 349 Est. Cost $102.02 Unrealized
SLV Ishares Silver Tr 0.0%
Value ($000) $33 Shares 1,636 Est. Cost $18.70 Unrealized
GEHC GE Healthcare Technologies Inc 0.0%
Value ($000) $33 Shares 488 Est. Cost $71.08 Unrealized +2.0%
FAST Fastenal Co 0.0%
Value ($000) $33 Shares 600 Est. Cost $11.39 Unrealized +135.4%
XLY SPDR Discrectionary Sector ETF 0.0%
Value ($000) $32 Shares 200 Est. Cost $103.42 Unrealized
USB US Bancorp Del Com New 0.0%
Value ($000) $31 Shares 949 Est. Cost $29.53 Unrealized +10.1%
WTFC Wintrust Financial Corp 0.0%
Value ($000) $30 Shares 400 Est. Cost $82.50 Unrealized -4.6%
DEO Diageo PLC ADR 0.0%
Value ($000) $30 Shares 200 Est. Cost $113.13 Unrealized
DTE DTE Energy Co. 0.0%
Value ($000) $30 Shares 300 Est. Cost $101.47 Unrealized -2.7%
IYH Ishares U.S. Healthcare ETF 0.0%
Value ($000) $29 Shares 109 Est. Cost $192.66 Unrealized
CTVA Corteva Inc 0.0%
Value ($000) $28 Shares 553 Est. Cost $31.99 Unrealized +61.1%
NOW Servicenow Inc 0.0%
Value ($000) $28 Shares 50 Est. Cost $112.05 Unrealized +1.8%
BKLN Invesco Senior Loan ETF 0.0%
Value ($000) $28 Shares 1,327 Est. Cost $21.69 Unrealized
J Jacobs Solutions Inc 0.0%
Value ($000) $27 Shares 200 Est. Cost $100.68 Unrealized +4.9%
MU Micron Technology, Inc 0.0%
Value ($000) $27 Shares 400 Est. Cost $66.51 Unrealized -0.4%
INDY Ishares India 50 ETF 0.0%
Value ($000) $27 Shares 600 Est. Cost $27.11 Unrealized
MAS Masco Corp 0.0%
Value ($000) $27 Shares 498 Est. Cost $34.09 Unrealized +62.2%
XT Exponential Technologies ETF 0.0%
Value ($000) $26 Shares 505 Est. Cost $52.21 Unrealized
D Dominion Resources Inc New 0.0%
Value ($000) $26 Shares 587 Est. Cost $44.64 Unrealized -1.3%
CEF Sprott Physical Gold & Silver Trust 0.0%
Value ($000) $26 Shares 1,500 Est. Cost $13.33 Unrealized
CHTR Charter Communications Inc CL A 0.0%
Value ($000) $26 Shares 58 Est. Cost $382.30 Unrealized +8.8%
SJM JM Smucker Co 0.0%
Value ($000) $25 Shares 202 Est. Cost $82.02 Unrealized +58.3%
BAX Baxter Intl Inc 0.0%
Value ($000) $24 Shares 645 Est. Cost $42.80 Unrealized -6.2%
AVB Avalonbay Communities Inc 0.0%
Value ($000) $24 Shares 140 Est. Cost $130.70 Unrealized +29.7%
XLV SPDR Healthcare Sector ETF 0.0%
Value ($000) $24 Shares 185 Est. Cost $113.68 Unrealized
IPGP IPG Photonics Corp 0.0%
Value ($000) $23 Shares 230 Est. Cost $98.83 Unrealized +14.2%
GILD Gilead Sciences Inc 0.0%
Value ($000) $22 Shares 300 Est. Cost $55.49 Unrealized +27.4%
GSK GSK PLC ADR 0.0%
Value ($000) $22 Shares 600 Est. Cost $30.00 Unrealized
PFG Principal Financial Group Inc 0.0%
Value ($000) $22 Shares 300 Est. Cost $40.87 Unrealized +73.9%
ICF Ishares Tr Cohen & Steers Realty Majors 0.0%
Value ($000) $21 Shares 412 Est. Cost $75.24 Unrealized
KHC Kraft Heinz Co 0.0%
Value ($000) $21 Shares 611 Est. Cost $47.08 Unrealized -35.2%
SMH VanEk Vectors Semiconductor ETF 0.0%
Value ($000) $20 Shares 140 Est. Cost $207.72 Unrealized
Laboratory Corp of America Holdings 0.0%
Value ($000) $20 Shares 100 Est. Cost $100.00 Unrealized
YUMC Yum China Holdings Inc 0.0%
Value ($000) $20 Shares 360 Est. Cost $42.78 Unrealized +30.8%
PFFD Global X Preferred ETF 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $23.45 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $18 Shares 160 Est. Cost $104.50 Unrealized +18.8%
IJJ Ishares S&P Mid-Cap 400 Value ETF 0.0%
Value ($000) $18 Shares 176 Est. Cost $105.11 Unrealized
META Meta Platforms Inc 0.0%
Value ($000) $17 Shares 58 Est. Cost $240.14 Unrealized +24.6%
GLTR Aberdeen Standard Precious Metals ETF 0.0%
Value ($000) $17 Shares 200 Est. Cost $95.00 Unrealized
PFF Ishares US Preferred Stock E 0.0%
Value ($000) $17 Shares 550 Est. Cost $32.91 Unrealized
Heritage Crystal Clean Inc. 0.0%
Value ($000) $16 Shares 347 Est. Cost $14.41 Unrealized
GOOG Alphabet Class C 0.0%
Value ($000) $15 Shares 115 Est. Cost $108.15 Unrealized +19.3%
CE Celanese Corp 0.0%
Value ($000) $15 Shares 120 Est. Cost $142.81 Unrealized -16.4%
Cohen & Steers Infrastructure Fund 0.0%
Value ($000) $15 Shares 755 Est. Cost $21.79 Unrealized
AMAT Applied Materials Inc 0.0%
Value ($000) $14 Shares 98 Est. Cost $96.17 Unrealized +46.0%
AZN Astrazeneca PLC 0.0%
Value ($000) $14 Shares 200 Est. Cost $48.91 Unrealized
OGE Oge Energy Corp 0.0%
Value ($000) $13 Shares 400 Est. Cost $37.92 Unrealized -7.6%
IAU Ishares Gold Trust 0.0%
Value ($000) $13 Shares 375 Est. Cost $37.42 Unrealized
TSLA Tesla Inc 0.0%
Value ($000) $13 Shares 50 Est. Cost $256.88 Unrealized 0.0%
WMB Williams Co Inc. 0.0%
Value ($000) $12 Shares 368 Est. Cost $25.54 Unrealized +20.9%
CAG Conagra Brands Inc 0.0%
Value ($000) $12 Shares 450 Est. Cost $17.69 Unrealized +53.1%
DD Dupont De Nemours Inc 0.0%
Value ($000) $11 Shares 153 Est. Cost $27.24 Unrealized +9.7%
WY Weyerhaeuser Company 0.0%
Value ($000) $11 Shares 366 Est. Cost $34.12 Unrealized -10.2%
ONON On Holding AG 0.0%
Value ($000) $11 Shares 400 Est. Cost $21.64 Unrealized +46.3%
ALLE Allegion PLC 0.0%
Value ($000) $11 Shares 105 Est. Cost $72.99 Unrealized +49.7%
Xai Octagon Floating Rate & Alternative 0.0%
Value ($000) $10 Shares 1,500 Est. Cost $6.43 Unrealized
MRNA Moderna Inc 0.0%
Value ($000) $10 Shares 100 Est. Cost $168.36 Unrealized -33.7%
SNX TD Synnex Corporation 0.0%
Value ($000) $10 Shares 101 Est. Cost $89.53 Unrealized +6.7%
AMGN Amgen Inc 0.0%
Value ($000) $10 Shares 37 Est. Cost $156.15 Unrealized +48.5%
CLX Clorox Co 0.0%
Value ($000) $10 Shares 73 Est. Cost $65.60 Unrealized +113.3%
TFC Truist Finl Corp 0.0%
Value ($000) $9 Shares 300 Est. Cost $43.60 Unrealized -37.7%
EFG Ishares MSCI EAFE ETF 0.0%
Value ($000) $8 Shares 96 Est. Cost $93.75 Unrealized
CNXC Concentrix Corp 0.0%
Value ($000) $8 Shares 101 Est. Cost $113.49 Unrealized -35.0%
PGR Progressive Corp 0.0%
Value ($000) $8 Shares 58 Est. Cost $98.48 Unrealized +22.2%
CNP Centerpoint Energy Inc 0.0%
Value ($000) $8 Shares 300 Est. Cost $26.78 Unrealized +1.3%
KOMP Spdr Kensho New Economies Composite ETF 0.0%
Value ($000) $8 Shares 202 Est. Cost $39.60 Unrealized
NANR Spdr S&P North American Nat Res ETF 0.0%
Value ($000) $8 Shares 150 Est. Cost $52.94 Unrealized
DTM Dt Midstream Inc 0.0%
Value ($000) $8 Shares 150 Est. Cost $49.92 Unrealized -4.9%
OXY Occidental Petroleum Corp. 0.0%
Value ($000) $8 Shares 120 Est. Cost $64.70 Unrealized -6.8%
VTRS Viatris Inc 0.0%
Value ($000) $8 Shares 763 Est. Cost $11.09 Unrealized -15.8%
TSM Taiwan Semiconductor Mfg Co Ltd ADR 0.0%
Value ($000) $7 Shares 86 Est. Cost $104.65 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $7 Shares 103 Est. Cost $83.17 Unrealized -16.0%
BCE BCE Inc 0.0%
Value ($000) $7 Shares 187 Est. Cost $39.99 Unrealized -13.4%
CCI Crown Castle Inc 0.0%
Value ($000) $7 Shares 76 Est. Cost $149.63 Unrealized -39.6%
NGG National Grid PLC SP-ADR 0.0%
Value ($000) $7 Shares 111 Est. Cost $63.33 Unrealized
IJT MFC S&P Small Cap 600 Ishares 0.0%
Value ($000) $7 Shares 60 Est. Cost $128.21 Unrealized
CM Canadian Imperial Bank of Commerce Toronto 0.0%
Value ($000) $7 Shares 170 Est. Cost $49.19 Unrealized -24.0%
HAS Hasbro Inc. 0.0%
Value ($000) $6 Shares 93 Est. Cost $45.36 Unrealized +31.4%
VICI Vici Pptys Inc Com 0.0%
Value ($000) $6 Shares 198 Est. Cost $22.68 Unrealized +19.1%
FNF Fidelity National Financial Inc New 0.0%
Value ($000) $6 Shares 138 Est. Cost $39.29 Unrealized -10.1%
DLR Digital Realty Trust Pfd 0.0%
Value ($000) $6 Shares 46 Est. Cost $125.50 Unrealized -9.5%
BTCY Biotricity Inc 0.0%
Value ($000) $5 Shares 2,500 Est. Cost $2.42 Unrealized 0.0%
F Ford Motor Co 0.0%
Value ($000) $5 Shares 400 Est. Cost $10.07 Unrealized +10.2%
PTLO Portillos Inc 0.0%
Value ($000) $5 Shares 316 Est. Cost $26.48 Unrealized -26.2%
C Citigroup Inc New 0.0%
Value ($000) $5 Shares 115 Est. Cost $43.26 Unrealized -6.5%
Nordstrom Inc 0.0%
Value ($000) $4 Shares 300 Est. Cost $60.00 Unrealized
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $4 Shares 430 Est. Cost $13.07 Unrealized -22.8%
EQIX Equinix Inc Com 0.0%
Value ($000) $4 Shares 6 Est. Cost $664.62 Unrealized +10.7%
MTB M&T Bank 0.0%
Value ($000) $4 Shares 34 Est. Cost $155.43 Unrealized -22.5%
OGN Organon & Co 0.0%
Value ($000) $4 Shares 230 Est. Cost $28.56 Unrealized -35.1%
IDA Idacorp Inc 0.0%
Value ($000) $4 Shares 41 Est. Cost $108.86 Unrealized -9.3%
SNN Smith & Nephew PLC 0.0%
Value ($000) $4 Shares 150 Est. Cost $45.60 Unrealized
CVS CVS Health Corp 0.0%
Value ($000) $4 Shares 52 Est. Cost $68.53 Unrealized -5.8%
SRE Sempra Energy 0.0%
Value ($000) $4 Shares 52 Est. Cost $67.74 Unrealized -1.7%
IWB Ishares Russell 1000 ETF 0.0%
Value ($000) $4 Shares 15 Est. Cost $251.91 Unrealized
GLPI Gaming & Leisure Pptys Inc Com 0.0%
Value ($000) $4 Shares 77 Est. Cost $51.95 Unrealized
CIEN Ciena Corp Com New 0.0%
Value ($000) $3 Shares 71 Est. Cost $45.21 Unrealized -2.5%
PPL PPL Corp 0.0%
Value ($000) $3 Shares 139 Est. Cost $24.69 Unrealized -3.6%
ALC Alcon Inc 0.0%
Value ($000) $3 Shares 42 Est. Cost $55.82 Unrealized +46.3%
CNA CNA Financial Corp 0.0%
Value ($000) $3 Shares 80 Est. Cost $35.00 Unrealized -5.4%
RF Regions Financial Corp 0.0%
Value ($000) $3 Shares 182 Est. Cost $19.89 Unrealized -14.8%
TSN Tyson Foods Inc Class A 0.0%
Value ($000) $3 Shares 61 Est. Cost $52.14 Unrealized -6.1%
BKH Black Hills Corp 0.0%
Value ($000) $3 Shares 60 Est. Cost $58.63 Unrealized -13.9%
FTRE Fortrea Hldgs Inc 0.0%
Value ($000) $3 Shares 100 Est. Cost $29.59 Unrealized 0.0%
Atlantica Sustainable Infr Plc 0.0%
Value ($000) $3 Shares 141 Est. Cost $35.46 Unrealized
NTAP Netapp Inc. 0.0%
Value ($000) $3 Shares 35 Est. Cost $79.10 Unrealized -7.1%
PNC PNC Financial Services Group 0.0%
Value ($000) $3 Shares 21 Est. Cost $174.10 Unrealized -33.9%
IYM Ishares U.S. Basic Materials EFT 0.0%
Value ($000) $3 Shares 20 Est. Cost $96.00 Unrealized
SLB Schlumberger Ltd 0.0%
Value ($000) $2 Shares 42 Est. Cost $35.90 Unrealized +51.6%
CGNX Cognex Corp 0.0%
Value ($000) $2 Shares 56 Est. Cost $46.71 Unrealized +3.3%
TAK Takeda Pharmaceutic Ltd ADR 0.0%
Value ($000) $2 Shares 145 Est. Cost $15.60 Unrealized
GEN Gen Digital Inc 0.0%
Value ($000) $2 Shares 121 Est. Cost $25.34 Unrealized -26.5%
LHX L3Harris Technologies 0.0%
Value ($000) $2 Shares 10 Est. Cost $214.65 Unrealized -18.5%
CCL Carnival Corp 0.0%
Value ($000) $1 Shares 100 Est. Cost $45.03 Unrealized -63.2%
DVN Devon Energy Corp New 0.0%
Value ($000) $1 Shares 26 Est. Cost $59.35 Unrealized -22.3%
KMI Kinder Morgan Inc 0.0%
Value ($000) $1 Shares 69 Est. Cost $18.25 Unrealized -16.4%
OXY/WS Occidental Pete Corp Wt Exp 080327 0.0%
Value ($000) $1 Shares 25 Est. Cost $41.24 Unrealized
VIAV Viavi Solutions Inc 0.0%
Value ($000) $1 Shares 75 Est. Cost $12.05 Unrealized -13.5%
LITE Lumentum Hldgs Inc 0.0%
Value ($000) $1 Shares 15 Est. Cost $61.43 Unrealized -17.3%
WAB Westinghouse Air Brake Technologies 0.0%
Value ($000) $1 Shares 6 Est. Cost $93.96 Unrealized +17.1%
KD Kyndryl Hldgs Inc 0.0%
Value ($000) $1 Shares 40 Est. Cost $10.06 Unrealized +47.4%
TDC Teradata Corp 0.0%
Value ($000) $1 Shares 12 Est. Cost $32.17 Unrealized +52.1%
KWEB Kraneshares CSI China ETF 0.0%
Value ($000) $0 Shares 16 Est. Cost $30.30 Unrealized
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $93.25 Unrealized -9.8%
VYX NCR Voyix Corp 0.0%
Value ($000) $0 Shares 12 Est. Cost $13.30 Unrealized +28.0%
FG F&G Annuities & Life Inc 0.0%
Value ($000) $0 Shares 9 Est. Cost $18.85 Unrealized +35.5%
Zimvie Inc 0.0%
Value ($000) $0 Shares 16 Est. Cost $38.46 Unrealized
BNY Mellon Strategic Muns Inc 0.0%
Value ($000) $0 Shares 18 Est. Cost $6.22 Unrealized
LE Land's End Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost $8.38 Unrealized +1.5%