BRIDGES INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001007295 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 12, 2022

Total Value ($000): $2,748,957 (100.0% shares, 0.0% debt)

Holdings (215)

AAPL APPLE INC 6.0%
Value ($000) $165,408 Shares 1,209,833 Est. Cost $86.80 Unrealized +71.2%
BRK/A BERKSHIRE HATHAWAY INC CLASS A 4.6%
Value ($000) $125,548 Shares 307 Est. Cost $230062.69 Unrealized +104.8%
MSFT MICROSOFT CORP COM 4.4%
Value ($000) $121,942 Shares 474,796 Est. Cost $104.48 Unrealized +152.1%
IJH ISHARES CORE S&P MID CAP ETF 4.3%
Value ($000) $118,950 Shares 525,792 Est. Cost $177.17 Unrealized
BRIDGES INVESTMENT FUND INC 3.8%
Value ($000) $104,671 Shares 1,360,246 Est. Cost $74.82 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 3.6%
Value ($000) $97,952 Shares 1,059,984 Est. Cost $78.66 Unrealized
GOOGL ALPHABET INC CL A 3.3%
Value ($000) $89,534 Shares 41,085 Est. Cost $54.36 Unrealized +114.9%
MA MASTERCARD 3.0%
Value ($000) $83,794 Shares 265,610 Est. Cost $129.00 Unrealized +161.5%
FINN FIRST NATL NEB INC COM 2.9%
Value ($000) $80,342 Shares 5,698 Est. Cost $4474.80 Unrealized +189.2%
BRK/B BERKSHIRE HATHAWAY INC CLASS B 2.8%
Value ($000) $77,422 Shares 283,576 Est. Cost $171.00 Unrealized +83.5%
AMZN AMAZON.COM INC 2.7%
Value ($000) $73,244 Shares 689,617 Est. Cost $122.58 Unrealized +2.1%
UNP UNION PACIFIC CORP COM 2.6%
Value ($000) $71,637 Shares 335,880 Est. Cost $100.92 Unrealized +106.9%
VWO VANGUARD FTSE EMERGING MARKETS 2.1%
Value ($000) $57,651 Shares 1,384,182 Est. Cost $43.42 Unrealized
UNH UNITEDHEALTH GROUP INC COM 2.1%
Value ($000) $56,998 Shares 110,971 Est. Cost $237.32 Unrealized +98.5%
V VISA INC. CLASS A 1.9%
Value ($000) $53,140 Shares 269,899 Est. Cost $115.68 Unrealized +73.8%
IWD ISHARES RUSSELL 1000 VALUE ETF 1.7%
Value ($000) $47,963 Shares 330,846 Est. Cost $102.33 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ET 1.7%
Value ($000) $47,764 Shares 218,401 Est. Cost $95.44 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 1.5%
Value ($000) $42,122 Shares 843,112 Est. Cost $51.93 Unrealized
ODFL OLD DOMINION FREIGHT LINE, INC 1.5%
Value ($000) $40,273 Shares 157,141 Est. Cost $54.97 Unrealized +133.8%
GOOG ALPHABET INC CL C 1.4%
Value ($000) $38,436 Shares 17,571 Est. Cost $46.65 Unrealized +151.4%
VEA VANGUARD FTSE DEVELOPED MARKET 1.3%
Value ($000) $35,725 Shares 875,622 Est. Cost $40.47 Unrealized
PANW PALO ALTO NETWORKS INC COM 1.3%
Value ($000) $34,817 Shares 70,489 Est. Cost $36.68 Unrealized +141.8%
HD HOME DEPOT INC COM 1.3%
Value ($000) $34,737 Shares 126,651 Est. Cost $138.90 Unrealized +93.7%
JPM JPMORGAN CHASE & CO COM 1.2%
Value ($000) $33,970 Shares 301,652 Est. Cost $82.62 Unrealized +36.8%
PGR PROGRESSIVE CORP 1.2%
Value ($000) $33,350 Shares 286,833 Est. Cost $63.56 Unrealized +62.6%
BLACKROCK, INC. 1.2%
Value ($000) $33,280 Shares 54,644 Est. Cost $408.72 Unrealized
TMO THERMO FISHER SCIENTIFIC 1.2%
Value ($000) $32,721 Shares 60,228 Est. Cost $236.99 Unrealized +129.8%
LOW LOWES COMPANIES COM 1.1%
Value ($000) $31,491 Shares 180,286 Est. Cost $87.37 Unrealized +105.5%
META META PLATFORMS INC 1.1%
Value ($000) $30,646 Shares 190,048 Est. Cost $174.89 Unrealized +9.5%
SVB FINANCIAL GROUP 1.0%
Value ($000) $28,820 Shares 72,965 Est. Cost $250.99 Unrealized
ADBE ADOBE INC COM 1.0%
Value ($000) $28,741 Shares 78,512 Est. Cost $293.75 Unrealized +38.5%
SPGI S & P GLOBAL INC 1.0%
Value ($000) $26,423 Shares 78,392 Est. Cost $231.73 Unrealized +49.2%
IVV ISHARES CORE S&P 500 ETF 0.9%
Value ($000) $25,370 Shares 66,912 Est. Cost $277.63 Unrealized
NVDA NVIDIA CORPORATION 0.9%
Value ($000) $24,920 Shares 164,392 Est. Cost $17.46 Unrealized +7.9%
ALC ALCON AG ORD SHS 0.8%
Value ($000) $22,352 Shares 319,799 Est. Cost $57.11 Unrealized +26.4%
IAA INC. 0.8%
Value ($000) $21,005 Shares 641,005 Est. Cost $41.37 Unrealized
TPL TEXAS PACIFIC LAND CORP 0.7%
Value ($000) $20,389 Shares 13,702 Est. Cost $120.70 Unrealized +29.3%
WFC WELLS FARGO & CO DEL COM 0.7%
Value ($000) $20,332 Shares 519,047 Est. Cost $38.77 Unrealized +3.1%
PEP PEPSICO INC COM 0.7%
Value ($000) $19,916 Shares 119,503 Est. Cost $74.58 Unrealized +100.9%
TRU TRANSUNION 0.7%
Value ($000) $19,672 Shares 245,922 Est. Cost $82.15 Unrealized +2.7%
EOG EOG RESOURCES INC. 0.6%
Value ($000) $17,730 Shares 160,542 Est. Cost $76.52 Unrealized +38.2%
PYPL PAYPAL HOLDINGS INC 0.6%
Value ($000) $17,438 Shares 249,688 Est. Cost $91.16 Unrealized -5.0%
SHW SHERWIN WILLIAMS CO COM 0.6%
Value ($000) $17,372 Shares 77,586 Est. Cost $213.25 Unrealized +16.4%
ICE INTERCONTINENTAL EXCHANGE INC. 0.6%
Value ($000) $16,500 Shares 175,455 Est. Cost $87.20 Unrealized +16.7%
EW EDWARDS LIFESCIENCES CORP COM 0.6%
Value ($000) $16,094 Shares 169,244 Est. Cost $77.31 Unrealized +33.9%
CASY CASEYS GEN STORES COM 0.6%
Value ($000) $16,092 Shares 86,993 Est. Cost $166.49 Unrealized +18.3%
ABBV ABBVIE INC 0.6%
Value ($000) $15,866 Shares 103,592 Est. Cost $61.00 Unrealized +119.8%
ULTA ULTA SALON COSMETICS & FRAGRAN 0.5%
Value ($000) $15,064 Shares 39,080 Est. Cost $278.86 Unrealized +42.5%
CVX CHEVRON CORP COM 0.5%
Value ($000) $14,978 Shares 103,458 Est. Cost $80.95 Unrealized +76.3%
ATR APTARGROUP INC 0.5%
Value ($000) $14,568 Shares 141,149 Est. Cost $125.91 Unrealized -17.6%
JNJ JOHNSON & JOHNSON COM 0.5%
Value ($000) $14,368 Shares 80,940 Est. Cost $97.52 Unrealized +64.0%
CABO CABLE ONE INC 0.5%
Value ($000) $14,366 Shares 11,142 Est. Cost $1543.66 Unrealized -22.8%
CRM SALESFORCE.COM INC 0.5%
Value ($000) $14,256 Shares 86,378 Est. Cost $172.30 Unrealized +1.3%
MCD MCDONALDS CORP COM 0.5%
Value ($000) $14,246 Shares 57,706 Est. Cost $115.60 Unrealized +95.8%
AMT AMERICAN TOWER CORP COM 0.5%
Value ($000) $13,282 Shares 51,968 Est. Cost $206.28 Unrealized +7.7%
IQV IQVIA HOLDINGS INC 0.5%
Value ($000) $13,027 Shares 60,035 Est. Cost $128.76 Unrealized +68.7%
BWXT BWX TECHNOLOGIES INC 0.5%
Value ($000) $12,593 Shares 228,593 Est. Cost $54.54 Unrealized -8.4%
CHE CHEMED CORP COM 0.4%
Value ($000) $12,173 Shares 25,934 Est. Cost $470.62 Unrealized +2.3%
IWS ISHARES RUSSELL MID CAP VALUE 0.3%
Value ($000) $9,407 Shares 92,615 Est. Cost $81.77 Unrealized
ABT ABBOTT LABS COM 0.3%
Value ($000) $9,098 Shares 83,740 Est. Cost $54.94 Unrealized +93.1%
ADSK AUTODESK INC 0.3%
Value ($000) $8,958 Shares 52,092 Est. Cost $167.07 Unrealized +15.1%
NOW SERVICENOW INC COM 0.3%
Value ($000) $8,599 Shares 18,084 Est. Cost $104.41 Unrealized -8.7%
COST COSTCO WHOLESALE CORP 0.3%
Value ($000) $7,794 Shares 16,263 Est. Cost $206.58 Unrealized +134.7%
AMGN AMGEN INC COM 0.3%
Value ($000) $7,689 Shares 31,598 Est. Cost $128.64 Unrealized +69.9%
TGT TARGET CORP COM 0.3%
Value ($000) $7,424 Shares 52,570 Est. Cost $56.62 Unrealized +200.6%
PM PHILIP MORRIS INTERNATIONAL IN 0.3%
Value ($000) $7,136 Shares 72,271 Est. Cost $59.21 Unrealized +44.2%
QDF FLEXSHARES QUALITY DIVIDEND IN 0.3%
Value ($000) $7,011 Shares 138,218 Est. Cost $42.18 Unrealized
EEM ISHARES MSCI EMERGING MKTS ETF 0.2%
Value ($000) $6,595 Shares 164,447 Est. Cost $44.56 Unrealized
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $6,590 Shares 76,959 Est. Cost $56.27 Unrealized +41.4%
ACN ACCENTURE PLC F CLASS A 0.2%
Value ($000) $6,261 Shares 22,548 Est. Cost $152.40 Unrealized +86.7%
TERMINIX GLOBAL HOLDINGS 0.2%
Value ($000) $6,215 Shares 152,879 Est. Cost $49.92 Unrealized
GNRC GENERAC HOLDINGS INC 0.2%
Value ($000) $6,049 Shares 28,729 Est. Cost $273.51 Unrealized -10.1%
HON HONEYWELL INTERNATIONAL INC CO 0.2%
Value ($000) $5,399 Shares 31,063 Est. Cost $104.95 Unrealized +58.5%
QUAL ISHARES EDGE MSCI USA QUALITY 0.2%
Value ($000) $5,304 Shares 47,470 Est. Cost $95.94 Unrealized
TXN TEXAS INSTRUMENTS INC COM 0.2%
Value ($000) $5,071 Shares 33,007 Est. Cost $95.87 Unrealized +57.5%
MRK MERCK & CO INC COM 0.2%
Value ($000) $5,068 Shares 55,587 Est. Cost $50.84 Unrealized +55.8%
CMCSA COMCAST CORP CL A 0.2%
Value ($000) $4,828 Shares 123,018 Est. Cost $31.47 Unrealized +21.9%
PG PROCTER & GAMBLE CO COM 0.2%
Value ($000) $4,719 Shares 32,820 Est. Cost $64.35 Unrealized +113.4%
ING ING GROEP NV ADR 0.2%
Value ($000) $4,688 Shares 472,535 Est. Cost $15.09 Unrealized
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $4,601 Shares 60,218 Est. Cost $58.35 Unrealized +20.6%
USB U.S. BANCORP COM (NEW) 0.2%
Value ($000) $4,456 Shares 96,813 Est. Cost $34.52 Unrealized +21.4%
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $4,392 Shares 10,213 Est. Cost $278.12 Unrealized +43.1%
ADP AUTOMATIC DATA PROCESSING COM 0.1%
Value ($000) $3,887 Shares 18,505 Est. Cost $118.21 Unrealized +71.3%
NKE NIKE INC CL B 0.1%
Value ($000) $3,813 Shares 37,312 Est. Cost $57.07 Unrealized +95.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $3,552 Shares 85,028 Est. Cost $27.65 Unrealized +39.1%
WMT WALMART INC 0.1%
Value ($000) $3,468 Shares 28,523 Est. Cost $23.32 Unrealized +88.9%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $3,457 Shares 10,663 Est. Cost $76.93 Unrealized +278.2%
BA BOEING CO COM 0.1%
Value ($000) $3,404 Shares 24,896 Est. Cost $270.79 Unrealized -45.5%
IWR ISHARES RUSSELL MID CAP ETF 0.1%
Value ($000) $3,388 Shares 52,397 Est. Cost $71.97 Unrealized
IBM INTERNATIONAL BUS MACH COM 0.1%
Value ($000) $3,285 Shares 23,266 Est. Cost $105.63 Unrealized +11.2%
ZFSVF ZURICH INSURANCE GROUP AG 0.1%
Value ($000) $3,257 Shares 7,510 Est. Cost $359.22 Unrealized +26.2%
LINDE PLC 0.1%
Value ($000) $3,244 Shares 11,281 Est. Cost $180.92 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $3,228 Shares 6,645 Est. Cost $31.85 Unrealized +64.5%
VZ VERIZON COMMUNICATIONS COM 0.1%
Value ($000) $3,218 Shares 63,424 Est. Cost $33.00 Unrealized +21.6%
CSCO CISCO SYS INC COM 0.1%
Value ($000) $3,214 Shares 75,385 Est. Cost $27.81 Unrealized +54.0%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.1%
Value ($000) $3,035 Shares 22,289 Est. Cost $117.10 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $3,015 Shares 57,501 Est. Cost $22.24 Unrealized +88.8%
FIRST TRUST MLP & ENERGY INCOM 0.1%
Value ($000) $2,811 Shares 365,600 Est. Cost $7.87 Unrealized
FISV FISERV INC WISCONSIN COM 0.1%
Value ($000) $2,811 Shares 31,600 Est. Cost $74.60 Unrealized +30.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $2,745 Shares 28,547 Est. Cost $55.17 Unrealized +60.4%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $2,732 Shares 21,385 Est. Cost $57.57 Unrealized +117.0%
ETN EATON CORP PLC 0.1%
Value ($000) $2,699 Shares 21,425 Est. Cost $69.89 Unrealized +89.7%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $2,594 Shares 6,573 Est. Cost $212.23 Unrealized +100.2%
UPS UNITED PARCEL SERVICE CL B 0.1%
Value ($000) $2,547 Shares 13,950 Est. Cost $92.61 Unrealized +65.6%
VB VANGUARD SMALL CAP INDEX FUND 0.1%
Value ($000) $2,502 Shares 14,211 Est. Cost $136.93 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $2,489 Shares 16,191 Est. Cost $98.04 Unrealized +62.2%
TSLA TESLA INC 0.1%
Value ($000) $2,473 Shares 3,672 Est. Cost $133.17 Unrealized +105.0%
SYK STRYKER CORP COM 0.1%
Value ($000) $2,414 Shares 12,133 Est. Cost $181.92 Unrealized +24.2%
DE DEERE & CO COM 0.1%
Value ($000) $2,339 Shares 7,810 Est. Cost $167.50 Unrealized +108.7%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $2,320 Shares 29,948 Est. Cost $57.79 Unrealized +19.1%
IEMG ISHARES CORE MSCI EMERGING MKT 0.1%
Value ($000) $2,260 Shares 46,069 Est. Cost $47.61 Unrealized
DIS DISNEY (WALT) 0.1%
Value ($000) $2,194 Shares 23,243 Est. Cost $93.16 Unrealized +16.4%
CTAS CINTAS CORP COM 0.1%
Value ($000) $2,193 Shares 5,872 Est. Cost $72.13 Unrealized +30.7%
VO VANGUARD MID-CAP INDEX FUND -E 0.1%
Value ($000) $2,099 Shares 10,655 Est. Cost $133.15 Unrealized
TLTD FLEXSHARES MSTAR DEVELOPED MAR 0.1%
Value ($000) $2,032 Shares 35,244 Est. Cost $57.03 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $2,031 Shares 5,856 Est. Cost $251.84 Unrealized
TJX TJX COMPANIES INC 0.1%
Value ($000) $2,013 Shares 36,044 Est. Cost $49.01 Unrealized +17.1%
IJS ISHARES S&P SMALL CAP 600 VALU 0.1%
Value ($000) $2,009 Shares 22,566 Est. Cost $109.63 Unrealized
KLAC KLA CORP COM 0.1%
Value ($000) $2,006 Shares 6,285 Est. Cost $250.45 Unrealized +29.3%
KO COCA COLA CO COM 0.1%
Value ($000) $1,875 Shares 29,797 Est. Cost $33.47 Unrealized +69.6%
IBKR INTERACTIVE BROKERS GROUPS, IN 0.1%
Value ($000) $1,859 Shares 33,800 Est. Cost $10.11 Unrealized +43.9%
CAG CONAGRA BRANDS INC COM 0.1%
Value ($000) $1,858 Shares 54,286 Est. Cost $24.69 Unrealized +15.7%
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $1,851 Shares 7,507 Est. Cost $195.08 Unrealized +22.2%
ACTIVISION BLIZZARD INC 0.1%
Value ($000) $1,740 Shares 22,346 Est. Cost $78.10 Unrealized
TILT FLEXSHARES MORNINGSTAR US MARK 0.1%
Value ($000) $1,654 Shares 11,396 Est. Cost $107.93 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS L 0.1%
Value ($000) $1,634 Shares 67,025 Est. Cost $28.43 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $1,613 Shares 6,676 Est. Cost $191.58 Unrealized +16.7%
MDLZ MONDELEZ INTERNATIONAL INC CL 0.1%
Value ($000) $1,493 Shares 24,060 Est. Cost $36.88 Unrealized +55.2%
COF CAPITAL ONE FINANCIAL COM 0.1%
Value ($000) $1,492 Shares 14,315 Est. Cost $73.17 Unrealized +56.4%
TROW T ROWE PRICE GROUP INC 0.1%
Value ($000) $1,475 Shares 12,991 Est. Cost $96.30 Unrealized +11.3%
SCHW CHARLES SCHWAB CORP 0.1%
Value ($000) $1,437 Shares 22,743 Est. Cost $39.46 Unrealized +66.1%
MDT MEDTRONIC PLC 0.1%
Value ($000) $1,414 Shares 15,752 Est. Cost $85.75 Unrealized +5.4%
ORCL ORACLE CORP COM 0.1%
Value ($000) $1,411 Shares 20,199 Est. Cost $48.77 Unrealized +43.2%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $1,323 Shares 16,625 Est. Cost $52.71 Unrealized +55.3%
INTU INTUIT INC 0.0%
Value ($000) $1,298 Shares 3,366 Est. Cost $384.55 Unrealized +5.2%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $1,297 Shares 16,187 Est. Cost $56.08 Unrealized +28.1%
BMY BRISTOL MYERS SQUIBB COM 0.0%
Value ($000) $1,268 Shares 16,464 Est. Cost $39.95 Unrealized +62.6%
TLTE FLEXSHARES MORNINGSTAR EMERGIN 0.0%
Value ($000) $1,191 Shares 24,276 Est. Cost $49.45 Unrealized
LEG LEGGETT & PLATT INC COM 0.0%
Value ($000) $1,164 Shares 33,650 Est. Cost $43.83 Unrealized -16.5%
LW LAMB WESTON HOLDINGS INC 0.0%
Value ($000) $1,153 Shares 16,127 Est. Cost $67.77 Unrealized -8.5%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $1,143 Shares 12,543 Est. Cost $89.95 Unrealized
AMP AMERIPRISE FINANCIAL INC COM 0.0%
Value ($000) $1,101 Shares 4,637 Est. Cost $119.65 Unrealized +112.3%
GIS GENERAL MILLS INC COM 0.0%
Value ($000) $1,089 Shares 14,440 Est. Cost $51.45 Unrealized +20.2%
IVW ISHARES S&P 500 GROWTH INDEX F 0.0%
Value ($000) $1,012 Shares 16,774 Est. Cost $91.86 Unrealized
T AT&T INC COM 0.0%
Value ($000) $970 Shares 46,275 Est. Cost $14.75 Unrealized +10.5%
MMM 3M CO COM 0.0%
Value ($000) $938 Shares 7,251 Est. Cost $111.76 Unrealized -5.9%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $930 Shares 532 Est. Cost $1877.65 Unrealized +11.8%
IVE ISHARES S&P 500 VALUE INDEX FU 0.0%
Value ($000) $911 Shares 6,628 Est. Cost $115.70 Unrealized
HSY HERSHEY COMPANY 0.0%
Value ($000) $890 Shares 4,135 Est. Cost $125.16 Unrealized +58.7%
ET ENERGY TRANSFER LP 0.0%
Value ($000) $851 Shares 85,260 Est. Cost $8.23 Unrealized
PAA PLAINS ALL AMERICAN PIPELINE L 0.0%
Value ($000) $799 Shares 81,361 Est. Cost $9.35 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT E 0.0%
Value ($000) $794 Shares 5,920 Est. Cost $110.59 Unrealized
EL ESTEE LAUDER COMPANY COM 0.0%
Value ($000) $788 Shares 3,098 Est. Cost $269.54 Unrealized -11.5%
MKC MCCORMICK & COMPANY, INC. 0.0%
Value ($000) $786 Shares 9,440 Est. Cost $65.36 Unrealized +33.2%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $774 Shares 8,992 Est. Cost $72.98 Unrealized +8.7%
INTC INTEL CORP 0.0%
Value ($000) $747 Shares 19,967 Est. Cost $35.66 Unrealized +13.9%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $730 Shares 4,315 Est. Cost $115.59 Unrealized +40.0%
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $724 Shares 4,050 Est. Cost $102.99 Unrealized +91.6%
MLI MUELLER INDS INC COM 0.0%
Value ($000) $709 Shares 13,300 Est. Cost $11.21 Unrealized +129.7%
MCO MOODY'S CORP 0.0%
Value ($000) $708 Shares 2,600 Est. Cost $229.08 Unrealized +26.6%
VIG VANGUARD DIVIDEND APPRECIATION 0.0%
Value ($000) $699 Shares 4,871 Est. Cost $128.84 Unrealized
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $691 Shares 11,440 Est. Cost $86.44 Unrealized -29.9%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $688 Shares 1,425 Est. Cost $214.53 Unrealized +118.8%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $679 Shares 19,043 Est. Cost $17.13 Unrealized +117.7%
KMB KIMBERLY CLARK CORP COM 0.0%
Value ($000) $653 Shares 4,831 Est. Cost $89.24 Unrealized +28.6%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $646 Shares 9,140 Est. Cost $47.48 Unrealized +46.3%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $615 Shares 9,663 Est. Cost $62.95 Unrealized -24.4%
STT STATE STREET CORP COM 0.0%
Value ($000) $609 Shares 9,865 Est. Cost $57.59 Unrealized +8.1%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $603 Shares 6,000 Est. Cost $43.50 Unrealized +105.6%
APH AMPHENOL CORP CL A 0.0%
Value ($000) $598 Shares 9,284 Est. Cost $34.01 Unrealized -1.2%
VMI VALMONT INDS INC COM 0.0%
Value ($000) $593 Shares 2,641 Est. Cost $142.36 Unrealized +72.0%
DOX AMDOCS LTD 0.0%
Value ($000) $587 Shares 7,043 Est. Cost $56.92 Unrealized +33.6%
TE CONNECTIVITY LTD 0.0%
Value ($000) $577 Shares 5,100 Est. Cost $86.09 Unrealized
BP BP PLC SPONS ADR 0.0%
Value ($000) $563 Shares 19,843 Est. Cost $36.81 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $545 Shares 14,392 Est. Cost $52.11 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $477 Shares 5,980 Est. Cost $52.21 Unrealized +32.8%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $470 Shares 3,333 Est. Cost $114.75 Unrealized +10.3%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $461 Shares 14,648 Est. Cost $69.60 Unrealized
NIC NICOLET BANKSHARES INC 0.0%
Value ($000) $456 Shares 6,300 Est. Cost $52.21 Unrealized +50.0%
PAYX PAYCHEX INC 0.0%
Value ($000) $451 Shares 3,960 Est. Cost $52.87 Unrealized +113.5%
AZO AUTOZONE INC COM 0.0%
Value ($000) $430 Shares 200 Est. Cost $1077.64 Unrealized +90.8%
SO SOUTHERN CO COM 0.0%
Value ($000) $418 Shares 5,850 Est. Cost $32.35 Unrealized +98.7%
ROM PROSHARES ULTRA TECHNOLOGY 0.0%
Value ($000) $412 Shares 14,400 Est. Cost $69.69 Unrealized
MAR MARRIOTT INTL INC CL A 0.0%
Value ($000) $376 Shares 2,766 Est. Cost $115.64 Unrealized +37.9%
ARKF ARK FINTECH INNOVATION ETF 0.0%
Value ($000) $367 Shares 23,748 Est. Cost $39.25 Unrealized
QLV FLEXSHARES US QUALITY LOW VOLA 0.0%
Value ($000) $365 Shares 7,420 Est. Cost $56.87 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $347 Shares 6,636 Est. Cost $55.00 Unrealized
SCHV SCHWAB US LARGE CAP VALUE ETF 0.0%
Value ($000) $346 Shares 5,540 Est. Cost $54.62 Unrealized
JCI JOHNSON CONTROLS INTERNATIONAL 0.0%
Value ($000) $338 Shares 7,052 Est. Cost $27.45 Unrealized +88.7%
IJK ISHARES S&P MID CAP 400 GROWTH 0.0%
Value ($000) $332 Shares 5,203 Est. Cost $101.66 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $327 Shares 1,360 Est. Cost $139.76 Unrealized +58.0%
IJT ISHARES S&P SMALL CAP 600 GROW 0.0%
Value ($000) $312 Shares 2,961 Est. Cost $155.33 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $311 Shares 2,895 Est. Cost $62.81 Unrealized +51.9%
SPY SPDR S&P 500 SER 1 ETF TR 0.0%
Value ($000) $308 Shares 816 Est. Cost $277.07 Unrealized
AEP AMERICAN ELEC PWR INC COM 0.0%
Value ($000) $297 Shares 3,095 Est. Cost $55.99 Unrealized +54.7%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $290 Shares 1,899 Est. Cost $78.34 Unrealized +88.8%
TRN TRINITY INDS INC COM 0.0%
Value ($000) $289 Shares 11,900 Est. Cost $15.54 Unrealized +48.7%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $286 Shares 4,875 Est. Cost $24.81 Unrealized +115.6%
AWR AMER STATES WTR CO COM 0.0%
Value ($000) $285 Shares 3,500 Est. Cost $44.03 Unrealized +68.9%
IJJ ISHARES S&P MID CAP VALUE ETF 0.0%
Value ($000) $273 Shares 2,887 Est. Cost $107.86 Unrealized
AEROJET ROCKETDYNE HLDGS INC C 0.0%
Value ($000) $244 Shares 6,000 Est. Cost $31.36 Unrealized
DOW DOW INC 0.0%
Value ($000) $235 Shares 4,544 Est. Cost $36.37 Unrealized +42.4%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $230 Shares 480 Est. Cost $282.57 Unrealized +53.2%
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $229 Shares 1,450 Est. Cost $107.67 Unrealized +35.1%
MAGELLAN MIDSTREAM PARTNERS 0.0%
Value ($000) $226 Shares 4,750 Est. Cost $56.93 Unrealized
THOMSON REUTERS CORP 0.0%
Value ($000) $223 Shares 2,144 Est. Cost $99.35 Unrealized
DHR DANAHER CORP DEL 0.0%
Value ($000) $216 Shares 852 Est. Cost $217.87 Unrealized +3.8%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $209 Shares 2,325 Est. Cost $79.66 Unrealized +12.9%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $202 Shares 3,648 Est. Cost $27.25 Unrealized -7.0%
CRLBF CRESCO LABORATORIES INC 0.0%
Value ($000) $39 Shares 15,443 Est. Cost $11.85 Unrealized -64.7%
NIOCORP DEVS LTD 0.0%
Value ($000) $20 Shares 28,200 Est. Cost $0.85 Unrealized
ANZFF AIR NEW ZEALAND LIMITED 0.0%
Value ($000) $9 Shares 26,315 Est. Cost $0.68 Unrealized -41.9%
CGTV MEDIA GROUP, INC 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized
USGA U.S. GLOBAL NANOSPACE INC 0.0%
Value ($000) $0 Shares 107,000 Est. Cost $0.00 Unrealized -85.9%
LILY PAD, LLC 0.0%
Value ($000) $0 Shares 90,206 Est. Cost Unrealized