OLD SECOND NATIONAL BANK OF AURORA Diversified Active

CIK: 0000903783 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 23, 2025

Total Value ($000): $439,845 (100.0% shares, 0.0% debt)

Holdings (508)

IJH Ishares Core S&P Midcap ETF 7.4%
Value ($000) $32,440 Shares 520,629 Est. Cost $99.55 Unrealized
MFSI MFS Active International ETF 6.0%
Value ($000) $26,518 Shares 1,092,100 Est. Cost $24.28 Unrealized
NVDA Nvidia Corporation 4.2%
Value ($000) $18,675 Shares 139,063 Est. Cost $92.96 Unrealized +48.2%
MSFT Microsoft Corp 3.7%
Value ($000) $16,390 Shares 38,884 Est. Cost $54.31 Unrealized +677.7%
AAPL Apple Computer Inc 3.3%
Value ($000) $14,509 Shares 57,939 Est. Cost $93.92 Unrealized +149.7%
AVGO Broadcom Inc 3.1%
Value ($000) $13,742 Shares 59,273 Est. Cost $144.38 Unrealized +26.7%
BSCQ Invesco BulletShares 2026 Corp Bond ETF 3.0%
Value ($000) $13,292 Shares 684,100 Est. Cost $19.40 Unrealized
VNQ Vanguard REIT-ETF 2.9%
Value ($000) $12,735 Shares 142,957 Est. Cost $83.97 Unrealized
ASIA Matthews Pacific Tiger Active Intl ETF 2.8%
Value ($000) $12,446 Shares 475,774 Est. Cost $25.53 Unrealized
VGK Vanguard FTSE Europe ETF 2.6%
Value ($000) $11,332 Shares 178,546 Est. Cost $61.91 Unrealized
GOOGL Alphabet Class A 2.4%
Value ($000) $10,516 Shares 55,552 Est. Cost $106.64 Unrealized +63.3%
JPM J P Morgan Chase & Co 2.3%
Value ($000) $10,144 Shares 42,316 Est. Cost $49.16 Unrealized +363.9%
FLIN Franklin FTSE India ETF 1.9%
Value ($000) $8,473 Shares 223,564 Est. Cost $36.99 Unrealized
BLK Blackrock Financial Class B 1.8%
Value ($000) $7,883 Shares 7,690 Est. Cost $991.05 Unrealized 0.0%
AMZN Amazon.com Inc. 1.6%
Value ($000) $7,228 Shares 32,945 Est. Cost $123.83 Unrealized +65.2%
MS Morgan Stanley 1.5%
Value ($000) $6,531 Shares 51,945 Est. Cost $54.85 Unrealized +117.9%
SPY SPDR S&P 500 ETF 1.5%
Value ($000) $6,511 Shares 11,110 Est. Cost $304.56 Unrealized
BX Blackstone Inc 1.4%
Value ($000) $6,310 Shares 36,598 Est. Cost $84.22 Unrealized +100.4%
BSCR Invesco Bulletshares 2027 ETF 1.4%
Value ($000) $6,071 Shares 311,638 Est. Cost $19.49 Unrealized
CMI Cummins Inc. 1.3%
Value ($000) $5,556 Shares 15,937 Est. Cost $140.91 Unrealized +143.7%
LLY Eli Lilly & Co 1.2%
Value ($000) $5,438 Shares 7,044 Est. Cost $282.35 Unrealized +190.8%
SOFI Sofi Technologies Inc 1.1%
Value ($000) $4,761 Shares 309,143 Est. Cost $10.28 Unrealized +26.4%
KLAC KLA Corp 1.1%
Value ($000) $4,662 Shares 7,399 Est. Cost $207.55 Unrealized +222.4%
ETN Eaton Corp PLC 1.0%
Value ($000) $4,535 Shares 13,665 Est. Cost $70.60 Unrealized +391.7%
MET Metlife Inc 1.0%
Value ($000) $4,503 Shares 54,998 Est. Cost $46.08 Unrealized +75.0%
PHM Pulte Homes, Inc 1.0%
Value ($000) $4,500 Shares 41,318 Est. Cost $23.53 Unrealized +446.5%
JNJ Johnson & Johnson 1.0%
Value ($000) $4,457 Shares 30,819 Est. Cost $74.17 Unrealized +101.7%
BSJQ Invesco Bulletshares 2026 High Yld ETF 1.0%
Value ($000) $4,382 Shares 188,262 Est. Cost $23.42 Unrealized
PEP Pepsico Inc. 0.9%
Value ($000) $4,151 Shares 27,299 Est. Cost $128.08 Unrealized +22.2%
ABBV Abbvie Inc 0.9%
Value ($000) $3,973 Shares 22,358 Est. Cost $53.08 Unrealized +234.2%
PG Procter & Gamble Co 0.9%
Value ($000) $3,778 Shares 22,534 Est. Cost $59.57 Unrealized +178.2%
WMT Wal-Mart Stores Inc 0.9%
Value ($000) $3,758 Shares 41,595 Est. Cost $47.14 Unrealized +82.0%
MA Mastercard Inc. 0.8%
Value ($000) $3,731 Shares 7,086 Est. Cost $143.63 Unrealized +258.3%
BMI Badger Meter Inc 0.8%
Value ($000) $3,701 Shares 17,446 Est. Cost $102.40 Unrealized +110.9%
COST Costco Wholesale Corp 0.8%
Value ($000) $3,697 Shares 4,035 Est. Cost $476.86 Unrealized +93.5%
ABT Abbott Laboratories 0.8%
Value ($000) $3,395 Shares 30,014 Est. Cost $37.41 Unrealized +202.9%
EOG EOG Resources Inc 0.8%
Value ($000) $3,300 Shares 26,925 Est. Cost $95.47 Unrealized +29.2%
Discover Financial Services 0.7%
Value ($000) $3,255 Shares 18,789 Est. Cost $52.84 Unrealized
ROP Roper Industries Inc 0.7%
Value ($000) $2,937 Shares 5,650 Est. Cost $179.01 Unrealized +204.1%
XLE SPDR Energy Sector ETF 0.7%
Value ($000) $2,935 Shares 34,266 Est. Cost $30.04 Unrealized
HD Home Depot Inc 0.7%
Value ($000) $2,908 Shares 7,475 Est. Cost $155.02 Unrealized +156.3%
MDT Medtronic Holdings LTD 0.7%
Value ($000) $2,900 Shares 36,303 Est. Cost $86.05 Unrealized -2.6%
SYK Stryker Corp 0.6%
Value ($000) $2,734 Shares 7,592 Est. Cost $172.63 Unrealized +112.2%
VLO Valero Energy Corp 0.6%
Value ($000) $2,719 Shares 22,182 Est. Cost $56.14 Unrealized +130.0%
DHR Danaher Corp 0.6%
Value ($000) $2,715 Shares 11,828 Est. Cost $96.66 Unrealized +152.4%
NEE Nextera Energy Inc 0.6%
Value ($000) $2,697 Shares 37,620 Est. Cost $56.02 Unrealized +33.9%
CVX Chevron Corp 0.6%
Value ($000) $2,665 Shares 18,397 Est. Cost $103.24 Unrealized +40.9%
NSC Norfolk Southern Corp 0.6%
Value ($000) $2,622 Shares 11,170 Est. Cost $71.54 Unrealized +247.3%
PEG Public Service Enterprise Group Inc 0.6%
Value ($000) $2,523 Shares 29,860 Est. Cost $36.86 Unrealized +131.4%
MCD McDonalds Corp 0.6%
Value ($000) $2,450 Shares 8,451 Est. Cost $159.13 Unrealized +82.4%
SBUX Starbucks Corp 0.5%
Value ($000) $2,412 Shares 26,433 Est. Cost $54.74 Unrealized +71.6%
HON Honeywell Intl Inc 0.5%
Value ($000) $2,385 Shares 10,559 Est. Cost $161.09 Unrealized +26.4%
CIBR First Trust Cybersecurity ETF 0.5%
Value ($000) $2,328 Shares 36,684 Est. Cost $39.39 Unrealized
DE Deere & Co 0.5%
Value ($000) $2,239 Shares 5,284 Est. Cost $351.66 Unrealized +17.7%
QCOM Qualcomm Inc 0.5%
Value ($000) $2,202 Shares 14,337 Est. Cost $54.91 Unrealized +190.5%
DIS Walt Disney Co 0.5%
Value ($000) $2,179 Shares 19,565 Est. Cost $98.85 Unrealized +4.7%
PKG Packaging Corp of America 0.5%
Value ($000) $2,151 Shares 9,554 Est. Cost $83.84 Unrealized +167.8%
SPYM SPDR S&P 500 Portfolio ETF 0.5%
Value ($000) $2,109 Shares 30,585 Est. Cost $62.21 Unrealized
MDY SPDR S&P Midcap 400 ETF 0.5%
Value ($000) $2,088 Shares 3,666 Est. Cost $414.99 Unrealized
ENB Enbridge Inc 0.5%
Value ($000) $2,077 Shares 48,943 Est. Cost $25.08 Unrealized +56.3%
IVV Ishares S & P 500 ETF 0.5%
Value ($000) $2,054 Shares 3,490 Est. Cost $392.63 Unrealized
REGN Regeneron Pharmaceuticals Inc 0.5%
Value ($000) $2,025 Shares 2,843 Est. Cost $629.16 Unrealized +32.7%
ZTS Zoetis Inc 0.4%
Value ($000) $1,915 Shares 11,756 Est. Cost $127.67 Unrealized +38.1%
WELL Welltower Inc 0.4%
Value ($000) $1,807 Shares 14,341 Est. Cost $76.65 Unrealized +67.9%
GLW Corning Inc 0.4%
Value ($000) $1,803 Shares 37,932 Est. Cost $22.99 Unrealized +101.6%
ADBE Adobe Systems Inc. 0.4%
Value ($000) $1,767 Shares 3,973 Est. Cost $397.03 Unrealized +24.7%
INGR Ingredion Inc 0.4%
Value ($000) $1,752 Shares 12,734 Est. Cost $140.75 Unrealized 0.0%
LKQ LKQ Corporation 0.4%
Value ($000) $1,623 Shares 44,169 Est. Cost $30.29 Unrealized +21.5%
XLP Select Sector Spdr Tr Consumer Staples 0.4%
Value ($000) $1,598 Shares 20,331 Est. Cost $74.13 Unrealized
NOC Northrop Grumman Corp 0.4%
Value ($000) $1,597 Shares 3,403 Est. Cost $446.27 Unrealized +10.5%
APTV Aptiv PLC 0.3%
Value ($000) $1,470 Shares 24,308 Est. Cost $61.22 Unrealized 0.0%
VPU Vanguard Utilities ETF 0.3%
Value ($000) $1,457 Shares 8,917 Est. Cost $130.81 Unrealized
ALB Albemarle Corp. 0.3%
Value ($000) $1,435 Shares 16,675 Est. Cost $87.73 Unrealized +10.9%
USHY MFC Tr Broad High Yield Corp Bd Ishares 0.3%
Value ($000) $1,126 Shares 30,608 Est. Cost $36.79 Unrealized
AES Aes Corp 0.3%
Value ($000) $1,114 Shares 86,548 Est. Cost $14.10 Unrealized -0.7%
VZ Verizon Communications 0.3%
Value ($000) $1,106 Shares 27,652 Est. Cost $34.87 Unrealized +13.0%
CMCSA Comcast Corp New Class A 0.2%
Value ($000) $1,091 Shares 29,078 Est. Cost $36.03 Unrealized +11.0%
PLD Prologis Inc 0.2%
Value ($000) $1,084 Shares 10,258 Est. Cost $112.74 Unrealized -2.3%
ORCL Oracle Corp 0.2%
Value ($000) $912 Shares 5,471 Est. Cost $42.60 Unrealized +312.8%
FITB Fifth Third Bancorp 0.2%
Value ($000) $805 Shares 19,044 Est. Cost $21.80 Unrealized +96.9%
Invesco BulletShares 2025 Muni Bond ETF 0.2%
Value ($000) $751 Shares 30,635 Est. Cost $24.12 Unrealized
IEFA Ishares Core MSCI Eafe ETF 0.2%
Value ($000) $738 Shares 10,495 Est. Cost $73.77 Unrealized
XOM Exxon Mobil Corp 0.2%
Value ($000) $723 Shares 6,725 Est. Cost $75.73 Unrealized +48.4%
VTV Vanguard Value ETF 0.2%
Value ($000) $710 Shares 4,194 Est. Cost $146.01 Unrealized
IWR Ishares Russell Midcap ETF 0.2%
Value ($000) $688 Shares 7,780 Est. Cost $76.63 Unrealized
VOO Vanguard S&P 500 ETF 0.2%
Value ($000) $674 Shares 1,250 Est. Cost $527.67 Unrealized
PM Philip Morris Intl Inc 0.1%
Value ($000) $658 Shares 5,471 Est. Cost $54.77 Unrealized +120.2%
IVW Ishares S&P 500 Growth Index 0.1%
Value ($000) $653 Shares 6,431 Est. Cost $92.54 Unrealized
MRK Merck & Co Inc 0.1%
Value ($000) $648 Shares 6,516 Est. Cost $38.32 Unrealized +157.6%
JQUA JP Morgan US Quality Factor ETF 0.1%
Value ($000) $642 Shares 11,209 Est. Cost $52.95 Unrealized
TJX TJX Companies Inc 0.1%
Value ($000) $587 Shares 4,862 Est. Cost $70.72 Unrealized +66.5%
VB Vanguard Small Cap ETF 0.1%
Value ($000) $573 Shares 2,385 Est. Cost $130.15 Unrealized
TMO Thermo Fisher Scientific Inc. 0.1%
Value ($000) $572 Shares 1,099 Est. Cost $423.05 Unrealized +29.4%
DIA SPDR Dow Jones Industrial Average ETF 0.1%
Value ($000) $568 Shares 1,336 Est. Cost $191.78 Unrealized
VWO Vanguard MSCI Emerging Markets ETF 0.1%
Value ($000) $562 Shares 12,762 Est. Cost $43.56 Unrealized
IWM Ishares Russell 2000 ETF 0.1%
Value ($000) $559 Shares 2,528 Est. Cost $152.21 Unrealized
WM Waste Management Co 0.1%
Value ($000) $513 Shares 2,540 Est. Cost $44.84 Unrealized +370.8%
SPMD SPDR S&P 400 Mid Cap ETF 0.1%
Value ($000) $503 Shares 9,189 Est. Cost $43.33 Unrealized
VYM Vanguard High Dividend ETF 0.1%
Value ($000) $501 Shares 3,925 Est. Cost $81.38 Unrealized
CMA Comerica Inc 0.1%
Value ($000) $488 Shares 7,887 Est. Cost $62.67 Unrealized -1.5%
CSCO Cisco Systems Inc 0.1%
Value ($000) $477 Shares 8,062 Est. Cost $24.66 Unrealized +124.5%
SPSM SPDR S&P 600 Small Cap ETF 0.1%
Value ($000) $471 Shares 10,494 Est. Cost $39.98 Unrealized
CAT Caterpillar Inc 0.1%
Value ($000) $450 Shares 1,241 Est. Cost $109.63 Unrealized +248.2%
SPEM SPDR Emerging Market ETF 0.1%
Value ($000) $447 Shares 11,659 Est. Cost $38.21 Unrealized
WEC WEC Energy Group Inc 0.1%
Value ($000) $434 Shares 4,615 Est. Cost $45.73 Unrealized +104.2%
VEA Vanguard FTSE Developed Markets ETF 0.1%
Value ($000) $407 Shares 8,501 Est. Cost $46.13 Unrealized
VIG Vanguard Dividend Appreciation ETF 0.1%
Value ($000) $397 Shares 2,027 Est. Cost $145.90 Unrealized
QQQ Invesco QQQ Trust 0.1%
Value ($000) $396 Shares 775 Est. Cost $354.53 Unrealized
SPDW SPDR Developed World ETF 0.1%
Value ($000) $385 Shares 11,276 Est. Cost $30.30 Unrealized
EFA Ishares MSCI EAFE ETF 0.1%
Value ($000) $383 Shares 5,070 Est. Cost $62.65 Unrealized
MO Altria Group Inc 0.1%
Value ($000) $369 Shares 7,056 Est. Cost $20.34 Unrealized +140.0%
IJK IShares Tr S&P Mid Cap 400 Growth 0.1%
Value ($000) $362 Shares 3,978 Est. Cost $88.41 Unrealized
BRK/B Berkshire Hathaway Inc Class B 0.1%
Value ($000) $342 Shares 754 Est. Cost $220.78 Unrealized +109.1%
IJJ Ishares S&P Mid-Cap 400 Value ETF 0.1%
Value ($000) $339 Shares 2,710 Est. Cost $113.02 Unrealized
FISV Fiserv Inc 0.1%
Value ($000) $337 Shares 1,642 Est. Cost $59.52 Unrealized +243.0%
SPYV SPDR S&P 500 Value ETF 0.1%
Value ($000) $336 Shares 6,565 Est. Cost $36.14 Unrealized
VTI Vanguard Total Stock Market ETF 0.1%
Value ($000) $323 Shares 1,113 Est. Cost $289.81 Unrealized
MDLZ Mondelez Intl Inc 0.1%
Value ($000) $318 Shares 5,328 Est. Cost $31.17 Unrealized +104.1%
CME CME Group Inc 0.1%
Value ($000) $308 Shares 1,326 Est. Cost $166.55 Unrealized +31.9%
AXP American Express Co 0.1%
Value ($000) $300 Shares 1,010 Est. Cost $161.22 Unrealized +75.9%
ICSH BlackRock Ultra Short Term Bond Fund ETF 0.1%
Value ($000) $292 Shares 5,800 Est. Cost $50.55 Unrealized
MOAT Vaneck Vectors Morningstar Wide MOAT ETF 0.1%
Value ($000) $282 Shares 3,036 Est. Cost $32.52 Unrealized
DFAS Dimensional US Small Cap ETF 0.1%
Value ($000) $278 Shares 4,279 Est. Cost $65.08 Unrealized
ITOT Ishares Core S&P Total Market ETF 0.1%
Value ($000) $270 Shares 2,098 Est. Cost $94.43 Unrealized
IWF Ishares Russell 1000 Growth ETF 0.1%
Value ($000) $268 Shares 667 Est. Cost $95.51 Unrealized
LMT Lockheed Martin Corp 0.1%
Value ($000) $254 Shares 522 Est. Cost $226.00 Unrealized +133.3%
FTRB Federated Hermes ETF Total Return 0.1%
Value ($000) $252 Shares 10,193 Est. Cost $24.81 Unrealized
GOOG Alphabet Class C 0.1%
Value ($000) $250 Shares 1,314 Est. Cost $150.98 Unrealized +16.4%
SPYG SPDR S&P 500 Growth ETF 0.1%
Value ($000) $244 Shares 2,772 Est. Cost $52.24 Unrealized
XEL Xcel Energy 0.1%
Value ($000) $230 Shares 3,404 Est. Cost $54.49 Unrealized +18.2%
SO Southern Co. 0.1%
Value ($000) $229 Shares 2,780 Est. Cost $44.70 Unrealized +89.1%
UNH Unitedhealth Group Inc 0.1%
Value ($000) $227 Shares 448 Est. Cost $268.33 Unrealized +106.0%
IBM International Business Machines Corp 0.1%
Value ($000) $222 Shares 1,010 Est. Cost $110.45 Unrealized +95.8%
XLU SPDR Utilities Sector ETF 0.1%
Value ($000) $222 Shares 2,933 Est. Cost $53.58 Unrealized
IJR Ishares S&P Small-Cap 600 ETF 0.0%
Value ($000) $214 Shares 1,856 Est. Cost $103.87 Unrealized
EEM Ishares MSCI Emerging Market ETF 0.0%
Value ($000) $208 Shares 4,969 Est. Cost $38.32 Unrealized
KO Coca Cola Co 0.0%
Value ($000) $207 Shares 3,320 Est. Cost $38.64 Unrealized +63.2%
BAC Bank America Corp 0.0%
Value ($000) $205 Shares 4,671 Est. Cost $17.87 Unrealized +139.7%
BA Boeing Co 0.0%
Value ($000) $205 Shares 1,157 Est. Cost $312.63 Unrealized -49.8%
CSX CSX Corp. 0.0%
Value ($000) $198 Shares 6,136 Est. Cost $29.56 Unrealized +14.0%
DUK Duke Energy Corp 0.0%
Value ($000) $197 Shares 1,826 Est. Cost $61.29 Unrealized +77.5%
SPIB SPDR Intermediate Corp Bond ETF 0.0%
Value ($000) $194 Shares 5,910 Est. Cost $32.51 Unrealized
UNP Union Pacific Corp 0.0%
Value ($000) $193 Shares 848 Est. Cost $77.81 Unrealized +195.9%
SCHB Schwab Strategic Tr US Broad Market 0.0%
Value ($000) $187 Shares 8,250 Est. Cost $37.31 Unrealized
BSMQ Invesco BulletShares 2026 Muni Bond ETF 0.0%
Value ($000) $186 Shares 7,877 Est. Cost $23.77 Unrealized
PAYX Paychex Inc 0.0%
Value ($000) $185 Shares 1,317 Est. Cost $106.22 Unrealized +29.3%
USRT IShares Core US REIT ETF 0.0%
Value ($000) $179 Shares 3,120 Est. Cost $53.52 Unrealized
DVY Ishares Select Dividend ETF 0.0%
Value ($000) $171 Shares 1,300 Est. Cost $119.79 Unrealized
GUNR Flexshares Global Natural Resources 0.0%
Value ($000) $163 Shares 4,484 Est. Cost $36.36 Unrealized
ETR Entergy Corp 0.0%
Value ($000) $160 Shares 2,104 Est. Cost $50.08 Unrealized +39.7%
ALL Allstate Corp 0.0%
Value ($000) $150 Shares 777 Est. Cost $116.40 Unrealized +63.1%
Unilever PLC 0.0%
Value ($000) $149 Shares 2,636 Est. Cost $46.35 Unrealized
T AT&T Inc 0.0%
Value ($000) $149 Shares 6,524 Est. Cost $16.05 Unrealized +34.0%
MPC Marathon Pete Corp 0.0%
Value ($000) $139 Shares 994 Est. Cost $44.03 Unrealized +238.0%
CEG Constellation Energy Corp 0.0%
Value ($000) $136 Shares 610 Est. Cost $52.33 Unrealized +373.5%
WWD Woodward Governor Co 0.0%
Value ($000) $133 Shares 800 Est. Cost $34.67 Unrealized +389.5%
AMP Ameriprise Financial Inc 0.0%
Value ($000) $132 Shares 247 Est. Cost $314.59 Unrealized +67.3%
GLD SPDR Gold Shares 0.0%
Value ($000) $128 Shares 530 Est. Cost $137.44 Unrealized
ED Consolidated Edison Inc. 0.0%
Value ($000) $128 Shares 1,432 Est. Cost $94.78 Unrealized 0.0%
VUG Vanguard Growth ETF 0.0%
Value ($000) $127 Shares 310 Est. Cost $336.92 Unrealized
AFL Aflac Inc. 0.0%
Value ($000) $126 Shares 1,214 Est. Cost $38.45 Unrealized +176.8%
TGT Target Corp 0.0%
Value ($000) $123 Shares 908 Est. Cost $66.56 Unrealized +105.3%
VBK Vanguard Small Cap Growth Index ETF 0.0%
Value ($000) $119 Shares 425 Est. Cost $267.37 Unrealized
OKE Oneok Inc 0.0%
Value ($000) $119 Shares 1,182 Est. Cost $32.48 Unrealized +198.2%
EMR Emerson Electric Corp 0.0%
Value ($000) $118 Shares 955 Est. Cost $48.29 Unrealized +146.5%
SHOP Shopify Inc 0.0%
Value ($000) $118 Shares 1,110 Est. Cost $41.08 Unrealized +136.8%
GD General Dynamics Corp 0.0%
Value ($000) $109 Shares 414 Est. Cost $137.03 Unrealized +105.8%
CBOE CBOE Global Markes Inc. 0.0%
Value ($000) $108 Shares 552 Est. Cost $112.97 Unrealized +80.9%
TXN Texas Instruments Inc 0.0%
Value ($000) $107 Shares 572 Est. Cost $130.33 Unrealized +48.2%
AEM Agnico Eagle Mines Ltd 0.0%
Value ($000) $107 Shares 1,367 Est. Cost $49.03 Unrealized +65.5%
LIN Linde Plc EURO .001 share 0.0%
Value ($000) $106 Shares 253 Est. Cost $323.80 Unrealized +38.6%
GIS General Mills Inc 0.0%
Value ($000) $102 Shares 1,604 Est. Cost $34.78 Unrealized +84.3%
AGG Ishares Core Total US Bond 0.0%
Value ($000) $102 Shares 1,051 Est. Cost $101.27 Unrealized
CARR Carrier Global Corporation 0.0%
Value ($000) $97 Shares 1,420 Est. Cost $29.87 Unrealized +149.0%
EXC Exelon Corp 0.0%
Value ($000) $96 Shares 2,549 Est. Cost $23.78 Unrealized +56.7%
TFLR T Rowe Price Floating Rate ETF 0.0%
Value ($000) $95 Shares 1,837 Est. Cost $51.67 Unrealized
XLK SPDR Technology Sector ETF 0.0%
Value ($000) $93 Shares 400 Est. Cost $117.50 Unrealized
VBR Vanguard Small Cap Value ETF 0.0%
Value ($000) $93 Shares 467 Est. Cost $200.78 Unrealized
MMM 3m Co 0.0%
Value ($000) $90 Shares 700 Est. Cost $67.22 Unrealized +91.0%
GS Goldman Sachs Group Inc 0.0%
Value ($000) $90 Shares 157 Est. Cost $138.40 Unrealized +293.7%
RTX RTX Corp 0.0%
Value ($000) $89 Shares 765 Est. Cost $66.45 Unrealized +78.0%
GE GE Aerospace 0.0%
Value ($000) $85 Shares 508 Est. Cost $83.69 Unrealized +111.7%
ADP Automatic Data Processing Inc 0.0%
Value ($000) $83 Shares 282 Est. Cost $110.58 Unrealized +160.4%
NFLX Netflix Inc 0.0%
Value ($000) $75 Shares 84 Est. Cost $63.40 Unrealized +29.8%
VSS Vanguard Intl Equity Index Fds 0.0%
Value ($000) $73 Shares 639 Est. Cost $125.96 Unrealized
KMB Kimberly-Clark Corp 0.0%
Value ($000) $71 Shares 545 Est. Cost $92.71 Unrealized +40.3%
AMT American Tower Corp Cl A 0.0%
Value ($000) $68 Shares 373 Est. Cost $98.41 Unrealized +101.6%
SNA Snap-On Inc. 0.0%
Value ($000) $68 Shares 200 Est. Cost $90.29 Unrealized +262.7%
DGX Quest Diagnostics Inc 0.0%
Value ($000) $68 Shares 450 Est. Cost $52.62 Unrealized +190.0%
CAH Cardinal Health Inc. 0.0%
Value ($000) $68 Shares 572 Est. Cost $50.65 Unrealized +126.7%
META Meta Platforms Inc 0.0%
Value ($000) $67 Shares 115 Est. Cost $382.78 Unrealized +52.8%
XLF SPDR Financial Sector ETF 0.0%
Value ($000) $65 Shares 1,338 Est. Cost $28.32 Unrealized
TRI Thomson Reuters Corp. 0.0%
Value ($000) $63 Shares 393 Est. Cost $122.38 Unrealized +32.3%
NLR VanEck Vectors ETF Trust 0.0%
Value ($000) $61 Shares 755 Est. Cost $81.34 Unrealized
UPS United Parcel Service Inc Class B 0.0%
Value ($000) $59 Shares 469 Est. Cost $142.09 Unrealized -13.9%
LNT Alliant Energy Corp 0.0%
Value ($000) $59 Shares 992 Est. Cost $29.42 Unrealized +98.4%
WTRG Essential Utilities Inc 0.0%
Value ($000) $59 Shares 1,613 Est. Cost $47.18 Unrealized -17.7%
ROK Rockwell Automation Inc 0.0%
Value ($000) $57 Shares 201 Est. Cost $237.86 Unrealized +16.1%
NOW Servicenow Inc 0.0%
Value ($000) $53 Shares 50 Est. Cost $112.05 Unrealized +80.8%
IDV Ishares International Select ETF 0.0%
Value ($000) $53 Shares 1,925 Est. Cost $32.61 Unrealized
XLI SPDR Industrial Sector ETF 0.0%
Value ($000) $53 Shares 400 Est. Cost $77.50 Unrealized
IWD Ishares Russell 1000 Value Index Fund 0.0%
Value ($000) $53 Shares 284 Est. Cost $151.82 Unrealized
XBI SPDR S&P Biotech ETF 0.0%
Value ($000) $52 Shares 582 Est. Cost $88.54 Unrealized
CB Chubb LTD 0.0%
Value ($000) $51 Shares 186 Est. Cost $140.33 Unrealized +100.5%
TT Trane Technologies Plc 0.0%
Value ($000) $51 Shares 138 Est. Cost $106.88 Unrealized +268.2%
RPM Rpm Inc 0.0%
Value ($000) $50 Shares 410 Est. Cost $68.88 Unrealized +91.5%
EPD Enterprise Prods Partners L P 0.0%
Value ($000) $50 Shares 1,600 Est. Cost $36.98 Unrealized
BSCS Invesco Bulletshares 2028 ETF 0.0%
Value ($000) $49 Shares 2,450 Est. Cost $20.56 Unrealized
FAST Fastenal Co 0.0%
Value ($000) $49 Shares 683 Est. Cost $14.64 Unrealized +160.6%
OTIS Otis Worldwide Corp 0.0%
Value ($000) $47 Shares 508 Est. Cost $61.18 Unrealized +60.7%
USB US Bancorp Del Com New 0.0%
Value ($000) $47 Shares 980 Est. Cost $30.07 Unrealized +55.1%
TSM Taiwan Semiconductor Mfg Co Ltd ADR 0.0%
Value ($000) $46 Shares 232 Est. Cost $148.09 Unrealized
IUSB iShares Core Total US bond Market ETF 0.0%
Value ($000) $45 Shares 1,000 Est. Cost $45.20 Unrealized
XLY SPDR Discrectionary Sector ETF 0.0%
Value ($000) $45 Shares 200 Est. Cost $103.42 Unrealized
INTC Intel Corp 0.0%
Value ($000) $44 Shares 2,210 Est. Cost $23.08 Unrealized -2.3%
VXF Vanguard Extended Market ETF 0.0%
Value ($000) $42 Shares 219 Est. Cost $132.86 Unrealized
IBTI Ishares Ibonds Dec 2028 Term ETF 0.0%
Value ($000) $40 Shares 1,825 Est. Cost $21.90 Unrealized
SMH VanEk Vectors Semiconductor ETF 0.0%
Value ($000) $40 Shares 165 Est. Cost $220.43 Unrealized
PFE Pfizer Inc 0.0%
Value ($000) $38 Shares 1,426 Est. Cost $22.07 Unrealized +13.8%
VGT Vanguard Info Tech ETF 0.0%
Value ($000) $37 Shares 60 Est. Cost $484.00 Unrealized
V Visa Inc 0.0%
Value ($000) $35 Shares 112 Est. Cost $251.97 Unrealized +18.4%
MU Micron Technology, Inc 0.0%
Value ($000) $35 Shares 415 Est. Cost $67.77 Unrealized +49.4%
GILD Gilead Sciences Inc 0.0%
Value ($000) $35 Shares 375 Est. Cost $64.55 Unrealized +34.8%
BP BP Amoco PLC Sponsored ADR 0.0%
Value ($000) $34 Shares 1,165 Est. Cost $36.84 Unrealized
GEHC GE Healthcare Technologies Inc 0.0%
Value ($000) $34 Shares 430 Est. Cost $71.08 Unrealized +19.4%
CEF Sprott Physical Gold & Silver Trust 0.0%
Value ($000) $33 Shares 1,400 Est. Cost $13.33 Unrealized
COP Conocophillips 0.0%
Value ($000) $33 Shares 334 Est. Cost $102.92 Unrealized -0.6%
D Dominion Resources Inc New 0.0%
Value ($000) $33 Shares 604 Est. Cost $44.90 Unrealized +20.4%
Walgreens Boots Alliance Inc 0.0%
Value ($000) $32 Shares 3,463 Est. Cost $27.32 Unrealized
DOW Dow Inc 0.0%
Value ($000) $32 Shares 803 Est. Cost $40.56 Unrealized +5.9%
YUM Yum Brands Inc 0.0%
Value ($000) $32 Shares 240 Est. Cost $94.11 Unrealized +40.5%
IYH Ishares U.S. Healthcare ETF 0.0%
Value ($000) $32 Shares 545 Est. Cost $88.05 Unrealized
AVB Avalonbay Communities Inc 0.0%
Value ($000) $31 Shares 143 Est. Cost $132.49 Unrealized +63.2%
VOOG Vanguard S&P 500 Growth 0.0%
Value ($000) $31 Shares 85 Est. Cost $270.79 Unrealized
GEV GE Vernova Inc 0.0%
Value ($000) $31 Shares 93 Est. Cost $158.10 Unrealized +97.3%
INDY Ishares India 50 ETF 0.0%
Value ($000) $31 Shares 600 Est. Cost $27.11 Unrealized
VRT Vertiv Holdings CO-A 0.0%
Value ($000) $30 Shares 260 Est. Cost $118.54 Unrealized 0.0%
BJ BJS Whsl Club Hldgs Inc 0.0%
Value ($000) $27 Shares 300 Est. Cost $67.67 Unrealized +33.6%
J Jacobs Solutions Inc 0.0%
Value ($000) $27 Shares 200 Est. Cost $100.68 Unrealized +35.3%
QUAL Ishares Quality Factor EFT 0.0%
Value ($000) $27 Shares 150 Est. Cost $179.30 Unrealized
XLV SPDR Healthcare Sector ETF 0.0%
Value ($000) $25 Shares 185 Est. Cost $113.68 Unrealized
DEO Diageo PLC ADR 0.0%
Value ($000) $25 Shares 200 Est. Cost $113.13 Unrealized
BSJP Invesco BulletShares 2025 High Yld Bd ETF 0.0%
Value ($000) $25 Shares 1,085 Est. Cost $22.80 Unrealized
MAS Masco Corp 0.0%
Value ($000) $25 Shares 339 Est. Cost $35.01 Unrealized +124.0%
PFG Principal Financial Group Inc 0.0%
Value ($000) $24 Shares 308 Est. Cost $41.90 Unrealized +92.5%
NXST Nexstar Media Group Inc 0.0%
Value ($000) $24 Shares 150 Est. Cost $133.22 Unrealized +19.3%
SLV Ishares Silver Tr 0.0%
Value ($000) $23 Shares 886 Est. Cost $18.70 Unrealized
LOW Lowes Companies Inc 0.0%
Value ($000) $23 Shares 94 Est. Cost $197.57 Unrealized +32.4%
MAR Marriott International Class A 0.0%
Value ($000) $23 Shares 83 Est. Cost $127.67 Unrealized +112.7%
LH Labcorp Holdings Inc. 0.0%
Value ($000) $23 Shares 100 Est. Cost $199.50 Unrealized +13.5%
FOLD Amicus Therapeutics Inc 0.0%
Value ($000) $23 Shares 2,410 Est. Cost $10.89 Unrealized -4.6%
PLTR Palantir Technologies Inc 0.0%
Value ($000) $23 Shares 300 Est. Cost $58.25 Unrealized 0.0%
ELV Elevance Health Inc 0.0%
Value ($000) $22 Shares 60 Est. Cost $409.27 Unrealized 0.0%
GLTR Aberdeen Standard Precious Metals ETF 0.0%
Value ($000) $22 Shares 200 Est. Cost $95.00 Unrealized
ONON On Holding AG 0.0%
Value ($000) $22 Shares 400 Est. Cost $21.64 Unrealized +144.8%
WMB Williams Co Inc. 0.0%
Value ($000) $21 Shares 389 Est. Cost $26.95 Unrealized +91.9%
GSK GSK PLC ADR 0.0%
Value ($000) $20 Shares 600 Est. Cost $30.00 Unrealized
TSLA Tesla Inc 0.0%
Value ($000) $20 Shares 50 Est. Cost $256.88 Unrealized +25.3%
BKNG Booking Holdings Inc 0.0%
Value ($000) $20 Shares 4 Est. Cost $3654.84 Unrealized +30.4%
SJM JM Smucker Co 0.0%
Value ($000) $20 Shares 180 Est. Cost $82.02 Unrealized +34.1%
SYY Sysco Corporation 0.0%
Value ($000) $20 Shares 259 Est. Cost $66.95 Unrealized +10.4%
PFFD Global X Preferred ETF 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $23.45 Unrealized
GWW Grainger, Ww Inc 0.0%
Value ($000) $19 Shares 18 Est. Cost $927.67 Unrealized +20.3%
BSMR Invesco BulletShares 2027 Muni Bond ETF 0.0%
Value ($000) $19 Shares 800 Est. Cost $23.60 Unrealized
IAU Ishares Gold Trust 0.0%
Value ($000) $19 Shares 375 Est. Cost $37.42 Unrealized
Cohen & Steers Infrastructure Fund 0.0%
Value ($000) $18 Shares 755 Est. Cost $21.79 Unrealized
DTE DTE Energy Co. 0.0%
Value ($000) $18 Shares 150 Est. Cost $101.47 Unrealized +16.7%
AMGN Amgen Inc 0.0%
Value ($000) $18 Shares 69 Est. Cost $238.96 Unrealized +19.7%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $17 Shares 160 Est. Cost $104.50 Unrealized +1.4%
PGR Progressive Corp 0.0%
Value ($000) $15 Shares 61 Est. Cost $105.05 Unrealized +120.8%
CHTR Charter Communications Inc CL A 0.0%
Value ($000) $14 Shares 41 Est. Cost $382.30 Unrealized -5.4%
TFC Truist Finl Corp 0.0%
Value ($000) $14 Shares 323 Est. Cost $41.30 Unrealized +2.5%
ALLE Allegion PLC 0.0%
Value ($000) $14 Shares 105 Est. Cost $72.99 Unrealized +91.7%
KHC Kraft Heinz Co 0.0%
Value ($000) $13 Shares 431 Est. Cost $47.08 Unrealized -34.9%
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $13 Shares 100 Est. Cost $132.10 Unrealized
AZN Astrazeneca PLC 0.0%
Value ($000) $13 Shares 200 Est. Cost $48.91 Unrealized
CAG Conagra Brands Inc 0.0%
Value ($000) $12 Shares 450 Est. Cost $17.69 Unrealized +49.5%
SNOW Snowflake Inc 0.0%
Value ($000) $12 Shares 80 Est. Cost $147.69 Unrealized -4.7%
PYPL Paypal Holdings Inc 0.0%
Value ($000) $11 Shares 128 Est. Cost $63.46 Unrealized +32.2%
CM Canadian Imperial Bank of Commerce Toronto 0.0%
Value ($000) $11 Shares 170 Est. Cost $49.19 Unrealized +25.1%
KMI Kinder Morgan Inc 0.0%
Value ($000) $11 Shares 392 Est. Cost $23.71 Unrealized +4.9%
AMAT Applied Materials Inc 0.0%
Value ($000) $11 Shares 65 Est. Cost $96.17 Unrealized +86.3%
XLB SPDR Materials Sector ETF 0.0%
Value ($000) $11 Shares 125 Est. Cost $88.31 Unrealized
SHW Sherwin-Williams Company 0.0%
Value ($000) $10 Shares 30 Est. Cost $305.10 Unrealized +21.1%
DTM Dt Midstream Inc 0.0%
Value ($000) $10 Shares 96 Est. Cost $49.92 Unrealized +83.9%
DON Wisdomtree US Mid Cap Dvd Fd 0.0%
Value ($000) $9 Shares 180 Est. Cost $51.13 Unrealized
NTAP Netapp Inc. 0.0%
Value ($000) $9 Shares 78 Est. Cost $119.15 Unrealized 0.0%
DLR Digital Realty Trust Pfd 0.0%
Value ($000) $9 Shares 50 Est. Cost $129.15 Unrealized +32.6%
CTVA Corteva Inc 0.0%
Value ($000) $9 Shares 153 Est. Cost $31.99 Unrealized +82.6%
APD Air Products & Chemicals Inc 0.0%
Value ($000) $9 Shares 30 Est. Cost $304.00 Unrealized 0.0%
BABA Alibaba Group Holding 0.0%
Value ($000) $8 Shares 100 Est. Cost $84.79 Unrealized
CE Celanese Corp 0.0%
Value ($000) $8 Shares 120 Est. Cost $142.81 Unrealized -33.0%
OGE Oge Energy Corp 0.0%
Value ($000) $8 Shares 200 Est. Cost $37.92 Unrealized +9.8%
BMY Bristol Myers Squibb Co 0.0%
Value ($000) $8 Shares 140 Est. Cost $44.03 Unrealized +19.4%
FNF Fidelity National Financial Inc New 0.0%
Value ($000) $8 Shares 138 Est. Cost $39.29 Unrealized +41.7%
PRU Prudential Financial, Inc. 0.0%
Value ($000) $8 Shares 65 Est. Cost $116.71 Unrealized 0.0%
Nordstrom Inc 0.0%
Value ($000) $7 Shares 300 Est. Cost $60.00 Unrealized
CCI Crown Castle Inc 0.0%
Value ($000) $7 Shares 76 Est. Cost $149.63 Unrealized -34.4%
CF CF Industries 0.0%
Value ($000) $7 Shares 80 Est. Cost $77.84 Unrealized +8.2%
CLX Clorox Co 0.0%
Value ($000) $7 Shares 42 Est. Cost $65.60 Unrealized +139.9%
NGG National Grid PLC SP-ADR 0.0%
Value ($000) $7 Shares 111 Est. Cost $63.33 Unrealized
MRSH Marsh & McLennan Company, Inc 0.0%
Value ($000) $7 Shares 31 Est. Cost $217.77 Unrealized 0.0%
PFF Ishares US Preferred Stock E 0.0%
Value ($000) $6 Shares 195 Est. Cost $31.44 Unrealized
SNX TD Synnex Corporation 0.0%
Value ($000) $6 Shares 51 Est. Cost $89.53 Unrealized +31.5%
LYB Lyondellbasell Industry Inc. A 0.0%
Value ($000) $6 Shares 79 Est. Cost $75.68 Unrealized 0.0%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $6 Shares 120 Est. Cost $42.78 Unrealized +10.8%
EQIX Equinix Inc Com 0.0%
Value ($000) $6 Shares 6 Est. Cost $897.54 Unrealized 0.0%
CVS CVS Health Corp 0.0%
Value ($000) $5 Shares 116 Est. Cost $60.32 Unrealized -11.1%
SOLV Solventum Corp 0.0%
Value ($000) $5 Shares 75 Est. Cost $60.70 Unrealized +15.3%
CNP Centerpoint Energy Inc 0.0%
Value ($000) $5 Shares 150 Est. Cost $26.78 Unrealized +11.9%
SRE Sempra Energy 0.0%
Value ($000) $5 Shares 52 Est. Cost $67.74 Unrealized +24.5%
PPTA Perpetua Resources Corp. 0.0%
Value ($000) $5 Shares 425 Est. Cost $10.26 Unrealized 0.0%
Nuveen Municipal Value Fund Inc 0.0%
Value ($000) $4 Shares 500 Est. Cost $8.63 Unrealized
AMTM Amentum Holdings Inc. 0.0%
Value ($000) $4 Shares 200 Est. Cost $28.49 Unrealized -9.3%
MRNA Moderna Inc 0.0%
Value ($000) $4 Shares 100 Est. Cost $168.36 Unrealized -71.6%
CRM Salesforce Inc 0.0%
Value ($000) $4 Shares 12 Est. Cost $264.72 Unrealized +19.7%
WFC Wells Fargo Co 0.0%
Value ($000) $4 Shares 51 Est. Cost $66.67 Unrealized 0.0%
ALC Alcon Inc 0.0%
Value ($000) $4 Shares 42 Est. Cost $55.82 Unrealized +61.0%
NEM Newmont Mining Corp 0.0%
Value ($000) $3 Shares 93 Est. Cost $44.64 Unrealized 0.0%
XHB Spdr S&P Homebuilders 0.0%
Value ($000) $3 Shares 33 Est. Cost $104.52 Unrealized
OXY Occidental Petroleum Corp. 0.0%
Value ($000) $3 Shares 68 Est. Cost $64.70 Unrealized -23.9%
SPGI S&P Global Inc 0.0%
Value ($000) $3 Shares 6 Est. Cost $503.12 Unrealized 0.0%
OGN Organon & Co 0.0%
Value ($000) $3 Shares 200 Est. Cost $28.56 Unrealized -44.9%
PTLO Portillos Inc 0.0%
Value ($000) $3 Shares 316 Est. Cost $13.88 Unrealized -17.6%
LHX L3Harris Technologies 0.0%
Value ($000) $3 Shares 13 Est. Cost $219.24 Unrealized +7.0%
IYM Ishares U.S. Basic Materials EFT 0.0%
Value ($000) $3 Shares 20 Est. Cost $96.00 Unrealized
IXUS MFC Core Total International Stk ETF 0.0%
Value ($000) $3 Shares 39 Est. Cost $66.13 Unrealized
PH Parker Hannifin Corp 0.0%
Value ($000) $3 Shares 4 Est. Cost $655.15 Unrealized 0.0%
CCL Carnival Corp 0.0%
Value ($000) $2 Shares 100 Est. Cost $45.03 Unrealized -48.0%
VTRS Viatris Inc 0.0%
Value ($000) $2 Shares 191 Est. Cost $10.96 Unrealized +6.1%
CNXC Concentrix Corp 0.0%
Value ($000) $2 Shares 50 Est. Cost $113.49 Unrealized -62.3%
FCNCA First Citizens Bancshares Inc 0.0%
Value ($000) $2 Shares 1 Est. Cost $2085.37 Unrealized 0.0%
WAB Westinghouse Air Brake Technologies 0.0%
Value ($000) $2 Shares 11 Est. Cost $135.65 Unrealized +41.9%
KKR KKR & Co Inc 0.0%
Value ($000) $2 Shares 14 Est. Cost $145.82 Unrealized 0.0%
CGNX Cognex Corp 0.0%
Value ($000) $2 Shares 56 Est. Cost $46.71 Unrealized -17.0%
TMUS T Mobile US Inc 0.0%
Value ($000) $2 Shares 9 Est. Cost $223.42 Unrealized 0.0%
F Ford Motor Co 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.07 Unrealized -1.9%
MRVL Marvell Technology Inc 0.0%
Value ($000) $2 Shares 17 Est. Cost $92.47 Unrealized 0.0%
RCL Royal Caribbean Group 0.0%
Value ($000) $2 Shares 8 Est. Cost $218.15 Unrealized 0.0%
AME Ametek Inc 0.0%
Value ($000) $2 Shares 10 Est. Cost $180.74 Unrealized 0.0%
ICE Intercontinental Exchange Inc. 0.0%
Value ($000) $2 Shares 12 Est. Cost $156.24 Unrealized 0.0%
BSX Boston Scientific Corp 0.0%
Value ($000) $2 Shares 20 Est. Cost $88.03 Unrealized 0.0%
COF Capital One Financial 0.0%
Value ($000) $2 Shares 10 Est. Cost $170.68 Unrealized 0.0%
CL Colgate-Palmolive Co 0.0%
Value ($000) $2 Shares 19 Est. Cost $93.07 Unrealized 0.0%
SCHW Charles Schwab Corporation 0.0%
Value ($000) $2 Shares 23 Est. Cost $73.82 Unrealized 0.0%
ADI Analog Devices, Inc. 0.0%
Value ($000) $2 Shares 8 Est. Cost $216.79 Unrealized 0.0%
DRVN Driven Brands Holdings Inc 0.0%
Value ($000) $2 Shares 97 Est. Cost $15.69 Unrealized 0.0%
PNC PNC Financial Services Group 0.0%
Value ($000) $2 Shares 8 Est. Cost $189.31 Unrealized 0.0%
PCAR Paccar Inc 0.0%
Value ($000) $1 Shares 14 Est. Cost $103.86 Unrealized 0.0%
UTHR United Therapeutics Corp 0.0%
Value ($000) $1 Shares 4 Est. Cost $367.56 Unrealized 0.0%
MSI Motorola Solutions Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $468.46 Unrealized 0.0%
CI Cigna Group 0.0%
Value ($000) $1 Shares 5 Est. Cost $311.40 Unrealized 0.0%
NDAQ Nasdaq Inc 0.0%
Value ($000) $1 Shares 17 Est. Cost $76.22 Unrealized 0.0%
EBAY Ebay Inc Com 0.0%
Value ($000) $1 Shares 21 Est. Cost $62.40 Unrealized 0.0%
TDG TransDigm Group Inc 0.0%
Value ($000) $1 Shares 1 Est. Cost $1229.53 Unrealized 0.0%
APH Amphenol Corp 0.0%
Value ($000) $1 Shares 18 Est. Cost $69.34 Unrealized 0.0%
ARW Arrow Electronics Inc 0.0%
Value ($000) $1 Shares 11 Est. Cost $123.44 Unrealized 0.0%
HLT Hilton Worldwide Holdings Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $244.13 Unrealized 0.0%
CNH CNH Industrial NV 0.0%
Value ($000) $1 Shares 108 Est. Cost $11.17 Unrealized 0.0%
ORLY O Reilly Automotive Inc 0.0%
Value ($000) $1 Shares 1 Est. Cost $80.63 Unrealized 0.0%
MCK McKesson Corp 0.0%
Value ($000) $1 Shares 2 Est. Cost $557.26 Unrealized 0.0%
BDX Becton Dickinson & Co 0.0%
Value ($000) $1 Shares 5 Est. Cost $236.88 Unrealized -4.9%
Frontier Communications Parent Inc 0.0%
Value ($000) $1 Shares 32 Est. Cost $34.69 Unrealized
NRG Nrg Energy Inc New 0.0%
Value ($000) $1 Shares 12 Est. Cost $91.23 Unrealized 0.0%
FERG Ferguson Enterprises Inc 0.0%
Value ($000) $1 Shares 6 Est. Cost $194.48 Unrealized 0.0%
SPG Simon Property Group Inc 0.0%
Value ($000) $1 Shares 6 Est. Cost $165.60 Unrealized 0.0%
MLM Martin Marietta Materials, Inc. 0.0%
Value ($000) $1 Shares 2 Est. Cost $563.61 Unrealized 0.0%
TROW T Rowe Price Group Inc 0.0%
Value ($000) $1 Shares 9 Est. Cost $109.05 Unrealized 0.0%
CTSH Cognizant Technology Solutions Corp 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.85 Unrealized 0.0%
LOPE Grand Canyon Education Inc 0.0%
Value ($000) $1 Shares 6 Est. Cost $153.25 Unrealized 0.0%
TAK Takeda Pharmaceutic Ltd ADR 0.0%
Value ($000) $1 Shares 73 Est. Cost $15.60 Unrealized
AMD Advanced Micro Devices 0.0%
Value ($000) $1 Shares 8 Est. Cost $143.89 Unrealized 0.0%
NVST Envista Holdings Corp 0.0%
Value ($000) $1 Shares 50 Est. Cost $19.78 Unrealized 0.0%
TRV Travelers Cos Inc 0.0%
Value ($000) $1 Shares 4 Est. Cost $244.86 Unrealized 0.0%
ATR Aptargroup Inc 0.0%
Value ($000) $1 Shares 6 Est. Cost $164.19 Unrealized 0.0%
BKR Baker Hughes Co 0.0%
Value ($000) $1 Shares 23 Est. Cost $39.41 Unrealized 0.0%
DCI Donaldson Co Inc 0.0%
Value ($000) $1 Shares 14 Est. Cost $72.21 Unrealized 0.0%
CFR Cullen Frost Bankers Inc. 0.0%
Value ($000) $1 Shares 7 Est. Cost $126.85 Unrealized 0.0%
WTW Willis Towers Watson PLC Com 0.0%
Value ($000) $1 Shares 3 Est. Cost $302.48 Unrealized 0.0%
MTN Vail Resorts Inc. 0.0%
Value ($000) $1 Shares 5 Est. Cost $178.92 Unrealized 0.0%
XYL Xylem Inc 0.0%
Value ($000) $1 Shares 8 Est. Cost $124.71 Unrealized 0.0%
EXR Extra Space Storage Inc 0.0%
Value ($000) $1 Shares 6 Est. Cost $155.36 Unrealized 0.0%
AVT Avnet Inc. 0.0%
Value ($000) $1 Shares 17 Est. Cost $52.56 Unrealized 0.0%
STT State Street Corp 0.0%
Value ($000) $1 Shares 9 Est. Cost $91.24 Unrealized 0.0%
UAL United Continental Holdings Inc 0.0%
Value ($000) $1 Shares 9 Est. Cost $84.54 Unrealized 0.0%
AJG Arthur J Gallagher & Co. 0.0%
Value ($000) $1 Shares 3 Est. Cost $288.06 Unrealized 0.0%
HSY Hershey Co. 0.0%
Value ($000) $1 Shares 5 Est. Cost $71.56 Unrealized +141.6%
FDX FedEx Corp 0.0%
Value ($000) $1 Shares 3 Est. Cost $271.73 Unrealized 0.0%
AAL American Airlines Group Inc 0.0%
Value ($000) $1 Shares 48 Est. Cost $14.38 Unrealized 0.0%
BRX Brixmor Property Group Inc 0.0%
Value ($000) $1 Shares 30 Est. Cost $27.83 Unrealized
CFG Citizens Financial Group Inc 0.0%
Value ($000) $1 Shares 19 Est. Cost $42.45 Unrealized 0.0%
PB Prosperity Bancshares Inc 0.0%
Value ($000) $1 Shares 11 Est. Cost $74.22 Unrealized 0.0%
GRMN Garmin Ltd 0.0%
Value ($000) $1 Shares 4 Est. Cost $192.45 Unrealized 0.0%
EMN Eastman Chem Co 0.0%
Value ($000) $1 Shares 9 Est. Cost $97.31 Unrealized 0.0%
LEN Lennar Corp Cl A 0.0%
Value ($000) $1 Shares 6 Est. Cost $159.73 Unrealized 0.0%
IR Ingersoll Rand Inc 0.0%
Value ($000) $1 Shares 9 Est. Cost $99.45 Unrealized 0.0%
RS Reliance Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $296.62 Unrealized 0.0%
AIG American International Group Inc 0.0%
Value ($000) $1 Shares 11 Est. Cost $73.28 Unrealized 0.0%
STLD Steel Dynamics Inc. 0.0%
Value ($000) $1 Shares 7 Est. Cost $130.47 Unrealized 0.0%
CASY Caseys General Store Inc. com 0.0%
Value ($000) $1 Shares 2 Est. Cost $400.59 Unrealized 0.0%
DAL Delta Air Lines Inc 0.0%
Value ($000) $1 Shares 13 Est. Cost $58.33 Unrealized 0.0%
ARE Alexandria Real Estate Equities Inc. 0.0%
Value ($000) $1 Shares 8 Est. Cost $101.62 Unrealized 0.0%
RJF Raymond James Financial Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $148.59 Unrealized 0.0%
HWM Howmet Aerospace Inc 0.0%
Value ($000) $1 Shares 7 Est. Cost $109.18 Unrealized 0.0%
AOA Blackrock Instl Core Agressive ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $76.60 Unrealized
MTB M&T Bank 0.0%
Value ($000) $1 Shares 4 Est. Cost $192.14 Unrealized 0.0%
DOV Dover Corp. 0.0%
Value ($000) $1 Shares 4 Est. Cost $193.06 Unrealized 0.0%
TAP Molson Coors Beverage Company 0.0%
Value ($000) $1 Shares 13 Est. Cost $55.94 Unrealized 0.0%
EA Electronic Arts 0.0%
Value ($000) $1 Shares 5 Est. Cost $153.06 Unrealized 0.0%
DVN Devon Energy Corp New 0.0%
Value ($000) $1 Shares 22 Est. Cost $59.35 Unrealized -38.6%
MHK Mohawk Industries Inc 0.0%
Value ($000) $1 Shares 6 Est. Cost $139.79 Unrealized 0.0%
OWL Blue Owl Capital Inc 0.0%
Value ($000) $1 Shares 30 Est. Cost $22.89 Unrealized 0.0%
HLI Houlihan Lokey Inc 0.0%
Value ($000) $1 Shares 4 Est. Cost $173.44 Unrealized 0.0%
DOCS Doximity Inc Class A 0.0%
Value ($000) $1 Shares 13 Est. Cost $48.96 Unrealized 0.0%
KD Kyndryl Hldgs Inc 0.0%
Value ($000) $1 Shares 20 Est. Cost $10.06 Unrealized +189.3%
IFF International Flavors & Fragrances Inc. 0.0%
Value ($000) $1 Shares 8 Est. Cost $91.45 Unrealized 0.0%
KR Kroger Co 0.0%
Value ($000) $1 Shares 11 Est. Cost $57.34 Unrealized 0.0%
FANG Diamondback Energy Inc 0.0%
Value ($000) $1 Shares 4 Est. Cost $170.91 Unrealized 0.0%
AGCO Agco Corporation 0.0%
Value ($000) $1 Shares 7 Est. Cost $95.41 Unrealized 0.0%
TPR Tapestry Inc 0.0%
Value ($000) $1 Shares 10 Est. Cost $53.51 Unrealized 0.0%
FHB First Hawaiian Inc 0.0%
Value ($000) $1 Shares 25 Est. Cost $24.30 Unrealized 0.0%
LUV Southwest Airlines Co 0.0%
Value ($000) $1 Shares 19 Est. Cost $31.07 Unrealized 0.0%
VTIP Vanguard Malvern ST Inflation Protec ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $48.38 Unrealized
VAC Marriott Vacations Worldwide Corp 0.0%
Value ($000) $1 Shares 7 Est. Cost $86.60 Unrealized 0.0%
HRL Hormel Foods Corp 0.0%
Value ($000) $1 Shares 20 Est. Cost $30.03 Unrealized 0.0%
STE Steris PLC 0.0%
Value ($000) $1 Shares 3 Est. Cost $217.42 Unrealized 0.0%
NTRS Northern Trust Corp 0.0%
Value ($000) $1 Shares 6 Est. Cost $99.01 Unrealized 0.0%
DD Dupont De Nemours Inc 0.0%
Value ($000) $1 Shares 8 Est. Cost $33.84 Unrealized 0.0%
M Macys Inc 0.0%
Value ($000) $1 Shares 36 Est. Cost $15.93 Unrealized 0.0%
RSG Republic Services Inc Com 0.0%
Value ($000) $1 Shares 3 Est. Cost $204.32 Unrealized 0.0%
HPQ HP Inc 0.0%
Value ($000) $1 Shares 18 Est. Cost $34.20 Unrealized 0.0%
NUE Nucor Corp 0.0%
Value ($000) $1 Shares 5 Est. Cost $140.88 Unrealized 0.0%
POST Post Holdings Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $113.94 Unrealized 0.0%
WHR Whirlpool Corporation 0.0%
Value ($000) $1 Shares 5 Est. Cost $110.34 Unrealized 0.0%
ESS Essex Property Trust Inc REIT 0.0%
Value ($000) $1 Shares 2 Est. Cost $282.24 Unrealized 0.0%
PSX Phillips 66 0.0%
Value ($000) $1 Shares 5 Est. Cost $122.03 Unrealized 0.0%
C Citigroup Inc New 0.0%
Value ($000) $1 Shares 8 Est. Cost $52.14 Unrealized +25.4%
CBSH Commerce Bancshares Inc 0.0%
Value ($000) $1 Shares 9 Est. Cost $59.04 Unrealized 0.0%
EXPD Expeditors Intl of Washington Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $117.40 Unrealized 0.0%
BAX Baxter Intl Inc 0.0%
Value ($000) $1 Shares 19 Est. Cost $42.80 Unrealized -23.0%
HIG Hartford Financial Services Group 0.0%
Value ($000) $1 Shares 5 Est. Cost $113.69 Unrealized 0.0%
PRI Primerica Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $283.50 Unrealized 0.0%
GPK Graphic Packaging Holding Co 0.0%
Value ($000) $1 Shares 20 Est. Cost $28.92 Unrealized 0.0%
RGLD Royal Gold Inc 0.0%
Value ($000) $1 Shares 4 Est. Cost $144.33 Unrealized 0.0%
FTV Fortive Corp 0.0%
Value ($000) $1 Shares 7 Est. Cost $57.10 Unrealized 0.0%
CHD Church & Dwight Co., Inc. 0.0%
Value ($000) $1 Shares 5 Est. Cost $104.03 Unrealized 0.0%
VMC Vulcan Materials Company 0.0%
Value ($000) $1 Shares 2 Est. Cost $266.73 Unrealized 0.0%
EEFT Euronet Worldwide Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $101.78 Unrealized 0.0%
ACI Albertsons Companies Inc 0.0%
Value ($000) $1 Shares 26 Est. Cost $18.22 Unrealized 0.0%
BRO Brown & Brown, Inc. 0.0%
Value ($000) $1 Shares 5 Est. Cost $106.04 Unrealized 0.0%
L Loews Corp Com 0.0%
Value ($000) $1 Shares 6 Est. Cost $82.15 Unrealized 0.0%
SEE Sealed Air Corp 0.0%
Value ($000) $1 Shares 15 Est. Cost $34.70 Unrealized 0.0%
RIVN Rivian Automotive Inc 0.0%
Value ($000) $1 Shares 38 Est. Cost $11.51 Unrealized 0.0%
ADM Archer Daniels Midland Co 0.0%
Value ($000) $1 Shares 10 Est. Cost $51.78 Unrealized 0.0%
MUSA Murphy USA Inc 0.0%
Value ($000) $1 Shares 1 Est. Cost $507.74 Unrealized 0.0%
CSGP Costar Group Inc 0.0%
Value ($000) $1 Shares 7 Est. Cost $75.52 Unrealized 0.0%
OXY/WS Occidental Pete Corp Wt Exp 080327 0.0%
Value ($000) $0 Shares 18 Est. Cost $41.24 Unrealized
RLI RLI Corp 0.0%
Value ($000) $0 Shares 3 Est. Cost $78.47 Unrealized 0.0%
CWEN/A Clearway Energy Inc Class A 0.0%
Value ($000) $0 Shares 20 Est. Cost $24.12 Unrealized 0.0%
PCG P G & E Corp 0.0%
Value ($000) $0 Shares 24 Est. Cost $20.16 Unrealized 0.0%
USFD US Foods Holding Corp 0.0%
Value ($000) $0 Shares 7 Est. Cost $65.62 Unrealized 0.0%
R Ryder System Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $156.26 Unrealized 0.0%
SLGN Silgan Holdings Inc 0.0%
Value ($000) $0 Shares 9 Est. Cost $53.33 Unrealized 0.0%
ACGL Arch Capital Group Ltd 0.0%
Value ($000) $0 Shares 5 Est. Cost $98.18 Unrealized 0.0%
SSNC SS&C Technologies Holdings Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost $74.81 Unrealized 0.0%
ROST Ross Stores Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $145.12 Unrealized 0.0%
SWKS Skyworks Solutions Inc. 0.0%
Value ($000) $0 Shares 5 Est. Cost $86.71 Unrealized 0.0%
STZ Constellation Brands Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $231.32 Unrealized 0.0%
ON On Semiconductor Corp 0.0%
Value ($000) $0 Shares 7 Est. Cost $68.91 Unrealized 0.0%
OLLI Ollies Bargain Outlet Holdings Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $99.53 Unrealized 0.0%
UNM UNUM Group 0.0%
Value ($000) $0 Shares 6 Est. Cost $68.94 Unrealized 0.0%
BLDR Builders Firstsource Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $176.96 Unrealized 0.0%
BBY Best Buy Co Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $85.83 Unrealized 0.0%
RGA Reinsurance Group of America 0.0%
Value ($000) $0 Shares 2 Est. Cost $218.04 Unrealized 0.0%
INVH Invitation Homes Inc 0.0%
Value ($000) $0 Shares 13 Est. Cost $31.86 Unrealized 0.0%
EIX Edison Intl 0.0%
Value ($000) $0 Shares 5 Est. Cost $78.92 Unrealized 0.0%
WPC WP Carey Inc 0.0%
Value ($000) $0 Shares 7 Est. Cost $54.43 Unrealized
CPB Campbell Soup Co 0.0%
Value ($000) $0 Shares 9 Est. Cost $43.24 Unrealized 0.0%
RF Regions Financial Corp 0.0%
Value ($000) $0 Shares 16 Est. Cost $23.54 Unrealized 0.0%
MPT Medical Properties Trust Inc 0.0%
Value ($000) $0 Shares 92 Est. Cost $3.95 Unrealized
FE Firstenergy Corp 0.0%
Value ($000) $0 Shares 9 Est. Cost $39.95 Unrealized 0.0%
HAL Halliburton Co 0.0%
Value ($000) $0 Shares 13 Est. Cost $28.28 Unrealized 0.0%
WRB WR Berkley Corp 0.0%
Value ($000) $0 Shares 6 Est. Cost $57.87 Unrealized 0.0%
PNW Pinnacle West Capital Corp 0.0%
Value ($000) $0 Shares 4 Est. Cost $84.97 Unrealized 0.0%
EVRG Evergy Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $59.13 Unrealized 0.0%
SLB Schlumberger Ltd 0.0%
Value ($000) $0 Shares 8 Est. Cost $40.51 Unrealized 0.0%
FMC FMC Corp 0.0%
Value ($000) $0 Shares 6 Est. Cost $54.84 Unrealized 0.0%
CWEN Clearway Energy Inc Class C 0.0%
Value ($000) $0 Shares 11 Est. Cost $25.85 Unrealized 0.0%
DHI D R Horton Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $164.94 Unrealized 0.0%
ATO Atmos Energy Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $138.63 Unrealized 0.0%
KVUE Kenvue Inc 0.0%
Value ($000) $0 Shares 13 Est. Cost $21.68 Unrealized 0.0%
ZION Zions Bancorporation 0.0%
Value ($000) $0 Shares 5 Est. Cost $54.79 Unrealized 0.0%
LEG Leggett & Platt Inc 0.0%
Value ($000) $0 Shares 28 Est. Cost $11.97 Unrealized 0.0%
STWD Starwood Property Trust Inc 0.0%
Value ($000) $0 Shares 14 Est. Cost $18.93 Unrealized
IRDM Iridium Communications Inc 0.0%
Value ($000) $0 Shares 9 Est. Cost $29.74 Unrealized 0.0%
WAL Western Alliance Bancorp 0.0%
Value ($000) $0 Shares 3 Est. Cost $85.75 Unrealized 0.0%
JAZZ Jazz Pharmaceuticals PLC 0.0%
Value ($000) $0 Shares 2 Est. Cost $117.86 Unrealized 0.0%
Zimvie Inc 0.0%
Value ($000) $0 Shares 16 Est. Cost $38.46 Unrealized
WU Western Union Co 0.0%
Value ($000) $0 Shares 21 Est. Cost $10.62 Unrealized
MAT Mattel, Inc. 0.0%
Value ($000) $0 Shares 12 Est. Cost $18.90 Unrealized 0.0%
MGC Vanguard World Fund Mega Cap ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $213.00 Unrealized
RYN Rayonier Inc 0.0%
Value ($000) $0 Shares 8 Est. Cost $26.13 Unrealized
SBAC SBA Communications Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $220.13 Unrealized 0.0%
TDC Teradata Corp 0.0%
Value ($000) $0 Shares 6 Est. Cost $32.17 Unrealized -2.7%
VICI Vici Pptys Inc Com 0.0%
Value ($000) $0 Shares 5 Est. Cost $29.50 Unrealized 0.0%
NATL NCR Atleos Corporation 0.0%
Value ($000) $0 Shares 3 Est. Cost $22.89 Unrealized +32.4%
VYX NCR Voyix Corp 0.0%
Value ($000) $0 Shares 6 Est. Cost $13.30 Unrealized +4.3%
WBD Warner Bros Discovery Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $16.80 Unrealized -44.7%