HORIZON BANCORP INC /IN/ Diversified Active

CIK: 0000706129 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 13, 2025

Total Value ($000): $212 (100.0% shares, 0.0% debt)

Holdings (193)

BND Vanguard Bd Index Fds 29.5%
Value ($000) $63 Shares 870,285 Est. Cost $0.07 Unrealized
GVI Ishares Intermediate Government Credit ETF 14.6%
Value ($000) $31 Shares 296,950 Est. Cost $0.10 Unrealized
VTV ETF Vanguard Value 5.6%
Value ($000) $12 Shares 69,923 Est. Cost $0.15 Unrealized
VUG Vanguard Index Funds Growth ETF 5.5%
Value ($000) $12 Shares 28,467 Est. Cost $0.32 Unrealized
HBNC Horizon Bancorp Inc 4.4%
Value ($000) $9 Shares 572,730 Est. Cost $15.59 Unrealized +7.6%
TDTT Flexshares IBOXX 3 Year Target Date 4.0%
Value ($000) $8 Shares 359,278 Est. Cost $0.02 Unrealized
EFA Ishares Msci Eafe Index 3.8%
Value ($000) $8 Shares 105,723 Est. Cost $0.43 Unrealized
SKOR Flexshares Credit Scored US Corp Bond 3.6%
Value ($000) $8 Shares 159,728 Est. Cost $0.05 Unrealized
IEFA Ishares Core Msci Eafe ETF 3.3%
Value ($000) $7 Shares 100,826 Est. Cost $0.07 Unrealized
EEM Ishares Msci Emerging Markets 2.6%
Value ($000) $5 Shares 130,808 Est. Cost $0.04 Unrealized
HYGV Flexshares High Yield VL ETF 2.2%
Value ($000) $5 Shares 116,864 Est. Cost $0.04 Unrealized
QDF Flexshares Quality Dividend Index ETF 1.7%
Value ($000) $4 Shares 52,582 Est. Cost $0.06 Unrealized
GUNR Flexshares Morningstar Global Ups 1.4%
Value ($000) $3 Shares 80,775 Est. Cost $0.04 Unrealized
VNQ Vanguard REIT ETF 1.3%
Value ($000) $3 Shares 30,487 Est. Cost $3.65 Unrealized
SPY SPDR S&P 500 0.9%
Value ($000) $2 Shares 3,308 Est. Cost $0.58 Unrealized
PFE Pfizer Inc 0.9%
Value ($000) $2 Shares 68,383 Est. Cost $26.82 Unrealized -6.3%
VBK Vanguard Index Funds Smallcap Growth ETF 0.8%
Value ($000) $2 Shares 5,813 Est. Cost $0.24 Unrealized
VBR Vanguard Index Funds Smallcap Value ETF 0.7%
Value ($000) $2 Shares 7,772 Est. Cost $0.18 Unrealized
MSFT Microsoft Corp 0.7%
Value ($000) $1 Shares 3,276 Est. Cost $275.27 Unrealized +53.4%
NVDA Nvidia Corp 0.6%
Value ($000) $1 Shares 10,063 Est. Cost $97.60 Unrealized +41.2%
AAPL Apple Inc 0.6%
Value ($000) $1 Shares 4,970 Est. Cost $156.83 Unrealized +49.5%
MRK Merck & CO Inc 0.5%
Value ($000) $1 Shares 10,414 Est. Cost $98.54 Unrealized +0.2%
AMZN Amazon.Com Inc 0.5%
Value ($000) $1 Shares 4,541 Est. Cost $124.85 Unrealized +63.9%
ORCL Oracle Corp 0.4%
Value ($000) $1 Shares 5,004 Est. Cost $70.53 Unrealized +149.3%
BRK/B Berkshire Hathaway Inc Class B 0.3%
Value ($000) $1 Shares 1,561 Est. Cost $292.06 Unrealized +58.1%
JPM JPMorgan 0.3%
Value ($000) $1 Shares 2,761 Est. Cost $147.31 Unrealized +54.8%
META Meta Platforms Inc Cl A 0.3%
Value ($000) $1 Shares 1,040 Est. Cost $246.81 Unrealized +136.9%
NI Nisource Inc 0.3%
Value ($000) $1 Shares 16,197 Est. Cost $22.35 Unrealized +55.8%
COST Costco Wholesale Corp 0.3%
Value ($000) $1 Shares 616 Est. Cost $555.03 Unrealized +66.2%
MA Mastercard Inc 0.3%
Value ($000) $1 Shares 1,059 Est. Cost $347.48 Unrealized +48.1%
ELV Elevance Health INC 0.2%
Value ($000) $1 Shares 1,380 Est. Cost $375.22 Unrealized +9.1%
IGM Ishares Expanded Tech Sector ETF 0.2%
Value ($000) $1 Shares 4,910 Est. Cost $0.14 Unrealized
GOOGL Alphabet Inc Cl A 0.2%
Value ($000) $0 Shares 2,591 Est. Cost $131.04 Unrealized +32.9%
VOE Vanguard Mid-Cap Value ETF Voe 0.2%
Value ($000) $0 Shares 2,873 Est. Cost $0.14 Unrealized
ABT Abbott Labs 0.2%
Value ($000) $0 Shares 3,947 Est. Cost $84.61 Unrealized +33.9%
GOOG Alphabet Inc Cl C 0.2%
Value ($000) $0 Shares 2,147 Est. Cost $127.23 Unrealized +38.1%
CMG Chipotle Mexican Grill Inc 0.2%
Value ($000) $0 Shares 6,474 Est. Cost $61.16 Unrealized -1.5%
DD DuPont de Nemours Inc Com 0.2%
Value ($000) $0 Shares 4,420 Est. Cost $28.88 Unrealized +17.2%
VOT Vanguard Mid-Cap Growth Index 0.2%
Value ($000) $0 Shares 1,330 Est. Cost $0.23 Unrealized
AAAU Goldman Sachs Physical Gold Unit 0.2%
Value ($000) $0 Shares 12,889 Est. Cost $0.02 Unrealized
ABBV Abbvie Inc 0.2%
Value ($000) $0 Shares 1,850 Est. Cost $88.15 Unrealized +101.3%
XOM Exxon Mobil Corp 0.2%
Value ($000) $0 Shares 3,051 Est. Cost $95.72 Unrealized +17.4%
CRM Salesforce Com Inc 0.2%
Value ($000) $0 Shares 963 Est. Cost $221.41 Unrealized +43.1%
BA Boeing Co 0.1%
Value ($000) $0 Shares 1,710 Est. Cost $212.80 Unrealized -26.3%
NOW Servicenow Inc 0.1%
Value ($000) $0 Shares 282 Est. Cost $149.54 Unrealized +35.5%
TJX TJX Cos Inc 0.1%
Value ($000) $0 Shares 2,229 Est. Cost $76.84 Unrealized +53.2%
CTVA Corteva Inc Com 0.1%
Value ($000) $0 Shares 4,670 Est. Cost $46.03 Unrealized +26.9%
BX Blackstone Group Inc 0.1%
Value ($000) $0 Shares 1,528 Est. Cost $99.64 Unrealized +69.4%
GD General Dynamics Corp 0.1%
Value ($000) $0 Shares 970 Est. Cost $188.04 Unrealized +49.9%
NSC Norfolk Southern Corp 0.1%
Value ($000) $0 Shares 1,092 Est. Cost $211.50 Unrealized +17.5%
ADI Analog Devices 0.1%
Value ($000) $0 Shares 1,144 Est. Cost $181.87 Unrealized +19.2%
PANW Palo Alto Networks Inc 0.1%
Value ($000) $0 Shares 1,324 Est. Cost $159.93 Unrealized +18.1%
ACN Accenture PLC 0.1%
Value ($000) $0 Shares 679 Est. Cost $295.07 Unrealized +20.2%
HD Home Depot Inc 0.1%
Value ($000) $0 Shares 592 Est. Cost $303.88 Unrealized +30.7%
HON Honeywell International Inc 0.1%
Value ($000) $0 Shares 1,006 Est. Cost $176.00 Unrealized +15.7%
CSCO Cisco Systems Inc 0.1%
Value ($000) $0 Shares 3,822 Est. Cost $46.96 Unrealized +17.9%
DIS Disney Walt CO 0.1%
Value ($000) $0 Shares 1,997 Est. Cost $102.21 Unrealized +1.3%
MRSH Marsh & McLennan Cos Inc 0.1%
Value ($000) $0 Shares 1,016 Est. Cost $188.33 Unrealized +15.6%
CVX Chevron Corp 0.1%
Value ($000) $0 Shares 1,445 Est. Cost $120.13 Unrealized +21.1%
KO Coca Cola CO 0.1%
Value ($000) $0 Shares 3,277 Est. Cost $52.92 Unrealized +19.2%
ADBE Adobe Systems Inc 0.1%
Value ($000) $0 Shares 442 Est. Cost $487.75 Unrealized +1.5%
TFC Truist Finl Corp 0.1%
Value ($000) $0 Shares 4,481 Est. Cost $28.39 Unrealized +49.1%
COR CENCORA INC 0.1%
Value ($000) $0 Shares 856 Est. Cost $187.33 Unrealized +24.4%
MDLZ Mondelez International Inc 0.1%
Value ($000) $0 Shares 3,148 Est. Cost $67.56 Unrealized -5.8%
ICE Intercontinental Exchange Inc 0.1%
Value ($000) $0 Shares 1,261 Est. Cost $112.02 Unrealized +39.5%
SCHW Charles Schwab Corp 0.1%
Value ($000) $0 Shares 2,507 Est. Cost $61.49 Unrealized +20.1%
MAS Masco Corporation 0.1%
Value ($000) $0 Shares 2,481 Est. Cost $57.14 Unrealized +37.2%
AMT American Tower Corp REIT 0.1%
Value ($000) $0 Shares 979 Est. Cost $174.76 Unrealized +13.5%
VCR Vanguard Consumer Discretionary 0.1%
Value ($000) $0 Shares 472 Est. Cost $165.10 Unrealized
SDY SPDR S&P Dividend 0.1%
Value ($000) $0 Shares 1,304 Est. Cost $7.04 Unrealized
GWW Grainger Inc 0.1%
Value ($000) $0 Shares 163 Est. Cost $718.83 Unrealized +55.3%
BBWI Bath & Body Works Inc 0.1%
Value ($000) $0 Shares 4,411 Est. Cost $35.45 Unrealized -9.7%
PYPL Paypal Hldgs Inc 0.1%
Value ($000) $0 Shares 1,934 Est. Cost $62.41 Unrealized +34.4%
PG Procter & Gamble CO 0.1%
Value ($000) $0 Shares 985 Est. Cost $129.59 Unrealized +27.9%
AMD Advanced Micro Devices 0.1%
Value ($000) $0 Shares 1,360 Est. Cost $118.83 Unrealized +21.1%
CMCSA Comcast Corp Cl A 0.1%
Value ($000) $0 Shares 4,154 Est. Cost $38.28 Unrealized +4.5%
FDX Fedex Corp 0.1%
Value ($000) $0 Shares 556 Est. Cost $243.95 Unrealized +11.4%
EFV Ishares Tr EAFE Value ETF 0.1%
Value ($000) $0 Shares 2,925 Est. Cost $0.05 Unrealized
NEE Nextera Energy Inc 0.1%
Value ($000) $0 Shares 2,030 Est. Cost $66.29 Unrealized +13.2%
GSK GSK PLC ADr 0.1%
Value ($000) $0 Shares 4,235 Est. Cost $0.04 Unrealized
XLE SPDR Energy Select Sector SPDR 0.1%
Value ($000) $0 Shares 1,653 Est. Cost $0.09 Unrealized
XLU SPDR Utilities Select Sector 0.1%
Value ($000) $0 Shares 1,869 Est. Cost $0.06 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.1%
Value ($000) $0 Shares 1,331 Est. Cost $123.42 Unrealized -14.1%
HBAN Huntington Bancshares 0.1%
Value ($000) $0 Shares 8,151 Est. Cost $12.42 Unrealized +26.4%
MCD McDonalds Corp 0.1%
Value ($000) $0 Shares 442 Est. Cost $260.84 Unrealized +11.3%
V Visa Inc Cl A 0.1%
Value ($000) $0 Shares 400 Est. Cost $172.55 Unrealized +72.9%
RTX RTX CORPORATION 0.1%
Value ($000) $0 Shares 1,083 Est. Cost $90.09 Unrealized +31.3%
BMY Bristol Myers Squibb Co 0.1%
Value ($000) $0 Shares 2,175 Est. Cost $52.26 Unrealized +0.6%
SLB Schlumberger 0.1%
Value ($000) $0 Shares 3,174 Est. Cost $47.98 Unrealized -15.6%
CDW CDW Corp 0.1%
Value ($000) $0 Shares 703 Est. Cost $196.43 Unrealized -2.8%
VHT Vanguard Health Care Index Fund 0.1%
Value ($000) $0 Shares 481 Est. Cost $0.24 Unrealized
EOG EOG Resources Inc Com 0.1%
Value ($000) $0 Shares 965 Est. Cost $110.81 Unrealized +11.3%
LLY Lilly Eli & CO 0.1%
Value ($000) $0 Shares 152 Est. Cost $110.93 Unrealized +640.2%
BDX Becton Dickinson & Co 0.1%
Value ($000) $0 Shares 513 Est. Cost $248.88 Unrealized -9.5%
VIS Vanguard Industrials ETF 0.1%
Value ($000) $0 Shares 457 Est. Cost $0.20 Unrealized
VDC Vanguard Consumer Staples ETF 0.1%
Value ($000) $0 Shares 520 Est. Cost $0.18 Unrealized
CVS CVS Health Corp 0.1%
Value ($000) $0 Shares 2,430 Est. Cost $63.67 Unrealized -15.7%
AON AON PLC Shs Cl A 0.0%
Value ($000) $0 Shares 290 Est. Cost $285.70 Unrealized +27.8%
SCZ Ishares Trust EAFE Small Cap ETF 0.0%
Value ($000) $0 Shares 1,613 Est. Cost $0.06 Unrealized
NKE Nike Inc 0.0%
Value ($000) $0 Shares 1,263 Est. Cost $98.85 Unrealized -22.6%
FFBC First Financial Bancorp 0.0%
Value ($000) $0 Shares 3,426 Est. Cost $18.77 Unrealized +39.1%
VFH Vanguard Financials ETF 0.0%
Value ($000) $0 Shares 676 Est. Cost $0.09 Unrealized
FCX Freeport McMoran Inc 0.0%
Value ($000) $0 Shares 2,062 Est. Cost $38.51 Unrealized +14.3%
MCHP Microchip Technology Inc. 0.0%
Value ($000) $0 Shares 1,372 Est. Cost $78.98 Unrealized -16.0%
FXO First Trust Financials Alphadex 0.0%
Value ($000) $0 Shares 1,334 Est. Cost $14.61 Unrealized
HAL Halliburton CO 0.0%
Value ($000) $0 Shares 2,638 Est. Cost $32.79 Unrealized -13.8%
BIIB Biogen Inc 0.0%
Value ($000) $0 Shares 461 Est. Cost $258.33 Unrealized -34.7%
DOW Dow Inc 0.0%
Value ($000) $0 Shares 1,670 Est. Cost $44.42 Unrealized -3.3%
IWM Ishares Russell 2000 Index 0.0%
Value ($000) $0 Shares 296 Est. Cost $59.30 Unrealized
MSI Motorola Solutions Inc 0.0%
Value ($000) $0 Shares 139 Est. Cost $150.79 Unrealized +210.7%
INTC Intel Corp 0.0%
Value ($000) $0 Shares 3,194 Est. Cost $49.16 Unrealized -54.1%
PM Philip Morris International Inc 0.0%
Value ($000) $0 Shares 500 Est. Cost $60.04 Unrealized +100.9%
VOX Vanguard Communication Services 0.0%
Value ($000) $0 Shares 381 Est. Cost $26.35 Unrealized
WMT Wal-Mart Inc 0.0%
Value ($000) $0 Shares 627 Est. Cost $51.76 Unrealized +65.8%
NOC Northrop Grumman Corp 0.0%
Value ($000) $0 Shares 118 Est. Cost $317.67 Unrealized +55.2%
IBM International Business Machines 0.0%
Value ($000) $0 Shares 250 Est. Cost $134.59 Unrealized +60.7%
IVV Ishares Core S&P 500 ETF 0.0%
Value ($000) $0 Shares 94 Est. Cost $0.43 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $0 Shares 149 Est. Cost $192.33 Unrealized +78.6%
IWO Ishares Russell 2000 Growth 0.0%
Value ($000) $0 Shares 182 Est. Cost $0.24 Unrealized
LMT Lockheed Martin Corp 0.0%
Value ($000) $0 Shares 96 Est. Cost $324.81 Unrealized +62.3%
LHX L3 Harris Technologies Inc Com 0.0%
Value ($000) $0 Shares 214 Est. Cost $177.92 Unrealized +31.8%
PYZ Invesco Dwa Basic Materials 0.0%
Value ($000) $0 Shares 509 Est. Cost $0.08 Unrealized
SPGI S&P Global Inc 0.0%
Value ($000) $0 Shares 87 Est. Cost $246.86 Unrealized +103.8%
QCOM Qualcomm Inc 0.0%
Value ($000) $0 Shares 274 Est. Cost $73.64 Unrealized +116.6%
AMGN Amgen Inc 0.0%
Value ($000) $0 Shares 159 Est. Cost $184.19 Unrealized +55.3%
INTU Intuit 0.0%
Value ($000) $0 Shares 65 Est. Cost $251.45 Unrealized +152.4%
PJP Invesco Dynamic Pharmaceuticals 0.0%
Value ($000) $0 Shares 487 Est. Cost $0.07 Unrealized
IBB Ishares Nasdaq Biotechnology 0.0%
Value ($000) $0 Shares 290 Est. Cost $0.12 Unrealized
YUM Yum Brands Inc 0.0%
Value ($000) $0 Shares 277 Est. Cost $91.75 Unrealized +44.2%
TXT Textron Inc 0.0%
Value ($000) $0 Shares 468 Est. Cost $40.38 Unrealized +107.2%
XLP Select Sector Spdr 0.0%
Value ($000) $0 Shares 445 Est. Cost $0.08 Unrealized
MMM 3M CO 0.0%
Value ($000) $0 Shares 250 Est. Cost $111.73 Unrealized +14.9%
ETN Eaton Corp PLC Shs 0.0%
Value ($000) $0 Shares 97 Est. Cost $336.24 Unrealized +3.2%
COP Conocophillips 0.0%
Value ($000) $0 Shares 308 Est. Cost $40.23 Unrealized +154.3%
VGT Vanguard Info Tech 0.0%
Value ($000) $0 Shares 50 Est. Cost $0.32 Unrealized
STZ Constellation Brands Inc Cl A 0.0%
Value ($000) $0 Shares 125 Est. Cost $248.34 Unrealized -6.9%
MO Altria Group Inc 0.0%
Value ($000) $0 Shares 500 Est. Cost $28.58 Unrealized +70.8%
OGN Organon & Co 0.0%
Value ($000) $0 Shares 1,651 Est. Cost $15.91 Unrealized -1.0%
IWN Ishares Russell 2000 Value ETF 0.0%
Value ($000) $0 Shares 145 Est. Cost $0.16 Unrealized
UPS United Parcel Service Inc Cl B 0.0%
Value ($000) $0 Shares 189 Est. Cost $92.83 Unrealized +31.8%
AEP American Electric & Power CO 0.0%
Value ($000) $0 Shares 248 Est. Cost $79.57 Unrealized +17.0%
DTE DTE Energy 0.0%
Value ($000) $0 Shares 156 Est. Cost $98.78 Unrealized +19.9%
WFC Wells Fargo & CO 0.0%
Value ($000) $0 Shares 255 Est. Cost $43.02 Unrealized +55.0%
BIP Brookfield Infrast Partners LP ADR 0.0%
Value ($000) $0 Shares 540 Est. Cost $31.49 Unrealized
PEP Pepsico Inc 0.0%
Value ($000) $0 Shares 104 Est. Cost $125.92 Unrealized +24.3%
BEP Brookfield Renewable Partners ADR 0.0%
Value ($000) $0 Shares 716 Est. Cost $18.17 Unrealized
JNJ Johnson & Johnson 0.0%
Value ($000) $0 Shares 113 Est. Cost $117.84 Unrealized +26.9%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $0 Shares 300 Est. Cost $55.40 Unrealized -11.1%
VTRS Viatris Inc 0.0%
Value ($000) $0 Shares 1,212 Est. Cost $9.05 Unrealized +28.5%
ORLY O'Reilly Automotive Inc 0.0%
Value ($000) $0 Shares 12 Est. Cost $28.61 Unrealized +181.8%
ARKK Ark ETF Tr 0.0%
Value ($000) $0 Shares 240 Est. Cost $0.03 Unrealized
ED Consolidated Edison Inc 0.0%
Value ($000) $0 Shares 144 Est. Cost $94.43 Unrealized +0.4%
KRE SPDR S&P Regional Banking ETF 0.0%
Value ($000) $0 Shares 176 Est. Cost $0.04 Unrealized
T AT&T Inc 0.0%
Value ($000) $0 Shares 504 Est. Cost $14.31 Unrealized +50.3%
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $0 Shares 72 Est. Cost $146.90 Unrealized -0.1%
PEG Public Svc Enterprise Grp Inc 0.0%
Value ($000) $0 Shares 120 Est. Cost $76.36 Unrealized +11.7%
CSX Csx Corp 0.0%
Value ($000) $0 Shares 243 Est. Cost $22.49 Unrealized +49.8%
FNWD Finward Bancorp 0.0%
Value ($000) $0 Shares 268 Est. Cost $30.65 Unrealized -0.6%
PLTR Palantir Technologies Inc Cl A 0.0%
Value ($000) $0 Shares 100 Est. Cost $7.58 Unrealized +668.4%
Walgreens Boots Alliance Inc 0.0%
Value ($000) $0 Shares 725 Est. Cost $57.79 Unrealized
DTM DT Midstream Inc 0.0%
Value ($000) $0 Shares 66 Est. Cost $71.25 Unrealized +28.8%
WEC Wec Energy Group Inc 0.0%
Value ($000) $0 Shares 68 Est. Cost $84.61 Unrealized +10.3%
WSR Whitestone REIT 0.0%
Value ($000) $0 Shares 385 Est. Cost $0.01 Unrealized
MDT Medtronic PLC 0.0%
Value ($000) $0 Shares 60 Est. Cost $92.57 Unrealized -9.4%
EL Estee Lauder Cos Inc 0.0%
Value ($000) $0 Shares 65 Est. Cost $155.22 Unrealized -50.2%
IFF International Flavors & Fragrance 0.0%
Value ($000) $0 Shares 64 Est. Cost $89.88 Unrealized +1.7%
SBUX Starbucks Corp 0.0%
Value ($000) $0 Shares 60 Est. Cost $77.46 Unrealized +21.3%
RWX Spdr Ix Shs Fun/Dow Jones Intl Rl ETF 0.0%
Value ($000) $0 Shares 208 Est. Cost $0.02 Unrealized
LUV Southwest Airlines CO 0.0%
Value ($000) $0 Shares 110 Est. Cost $44.50 Unrealized -30.2%
SOLV Solventum Corp 0.0%
Value ($000) $0 Shares 62 Est. Cost $60.70 Unrealized +15.3%
VZ Verizon Communications Inc 0.0%
Value ($000) $0 Shares 103 Est. Cost $35.37 Unrealized +11.4%
PPL PPL Corp 0.0%
Value ($000) $0 Shares 96 Est. Cost $25.15 Unrealized +26.1%
Sandstorm Gold Ltd 0.0%
Value ($000) $0 Shares 478 Est. Cost $8.37 Unrealized
ROP Roper Technologies, Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $333.07 Unrealized +63.4%
PXI Invesco Dwa Energy Momentum ETF 0.0%
Value ($000) $0 Shares 60 Est. Cost $0.05 Unrealized
DOC Healthpeak Pptys Inc 0.0%
Value ($000) $0 Shares 133 Est. Cost $23.91 Unrealized -15.7%
FTRE Fortrea Holdings Inc 0.0%
Value ($000) $0 Shares 128 Est. Cost $29.59 Unrealized -34.1%
SPYM SPDR S&P 500 Large Cap ETF 0.0%
Value ($000) $0 Shares 29 Est. Cost $0.05 Unrealized
SPYV SPDR S&P 500 Value ETF 0.0%
Value ($000) $0 Shares 36 Est. Cost $0.04 Unrealized
IJR Ishares Core S&P Smallcap ETF 0.0%
Value ($000) $0 Shares 15 Est. Cost $0.10 Unrealized
KHC Kraft Heinz Company 0.0%
Value ($000) $0 Shares 15 Est. Cost $22.09 Unrealized +38.8%
PTLO Portillos Inc 0.0%
Value ($000) $0 Shares 50 Est. Cost $20.03 Unrealized -42.9%
XT Ishares Exponential Technologies ETF 0.0%
Value ($000) $0 Shares 17 Est. Cost $0.06 Unrealized
GEHC GE Healthcare Technologies Inc 0.0%
Value ($000) $0 Shares 13 Est. Cost $75.55 Unrealized +12.3%
VWO Vanguard Ftse Emerging Markets 0.0%
Value ($000) $0 Shares 27 Est. Cost $0.03 Unrealized
MOO Vaneck ETF Trust AgriBusiness 0.0%
Value ($000) $0 Shares 12 Est. Cost $0.08 Unrealized
EIX Edison Intl 0.0%
Value ($000) $0 Shares 7 Est. Cost $62.39 Unrealized +26.5%
KOMP SPDR S&P Kensho New Economies Composite ETF 0.0%
Value ($000) $0 Shares 8 Est. Cost $0.05 Unrealized
CC Chemours CO Com 0.0%
Value ($000) $0 Shares 40 Est. Cost $13.00 Unrealized +43.2%
Eaton Vance Ltd Duration Incom 0.0%
Value ($000) $0 Shares 42 Est. Cost $0.01 Unrealized
Amplify Trust Alternative Harvest ETF 0.0%
Value ($000) $0 Shares 22 Est. Cost Unrealized
WBD Warner Bros Discovery Inc Series A Com 0.0%
Value ($000) $0 Shares 17 Est. Cost $12.03 Unrealized -22.7%
WAB Wabtec Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $97.66 Unrealized +97.1%