GREENWOOD GEARHART INC Diversified Active

CIK: 0001084683 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 13, 2024

Total Value ($000): $937,591 (100.0% shares, 0.0% debt)

Holdings (303)

VOO S&P 500 Index ETF 8.8%
Value ($000) $82,418 Shares 188,685 Est. Cost $436.80 Unrealized
SCHX U.S. Large-Cap ETF 6.7%
Value ($000) $62,488 Shares 1,107,955 Est. Cost $56.15 Unrealized
IGIB iShares Intermediate Credit Bond ETF 5.5%
Value ($000) $51,561 Shares 991,562 Est. Cost $53.52 Unrealized
AAPL Apple Inc 4.2%
Value ($000) $39,499 Shares 205,158 Est. Cost $105.92 Unrealized +72.6%
MSFT Microsoft Corp 3.8%
Value ($000) $35,248 Shares 93,739 Est. Cost $201.49 Unrealized +73.9%
IGSB iShares 1-3 Year Credit Bond ETF 3.4%
Value ($000) $31,887 Shares 621,877 Est. Cost $52.16 Unrealized
JBHT JB Hunt Transport Services Inc 3.3%
Value ($000) $31,159 Shares 156,000 Est. Cost $151.30 Unrealized +19.7%
XLP Consumer Staples Sector ETF 3.1%
Value ($000) $29,271 Shares 406,372 Est. Cost $72.03 Unrealized
JPST JP Morgan Ultra-short Income ETF 3.1%
Value ($000) $28,997 Shares 577,279 Est. Cost $50.45 Unrealized
XLV Health Care Select ETF 3.0%
Value ($000) $28,333 Shares 207,751 Est. Cost $134.72 Unrealized
GOOG Alphabet Inc 2.6%
Value ($000) $23,942 Shares 169,895 Est. Cost $107.50 Unrealized +25.3%
WMT Wal-Mart Stores Inc 2.2%
Value ($000) $20,665 Shares 131,083 Est. Cost $35.99 Unrealized +43.5%
BRK/B Berkshire Hathaway Inc Class B 2.2%
Value ($000) $20,369 Shares 57,111 Est. Cost $210.59 Unrealized +66.7%
IEF iShares 7-10 Year Treasury Bond ETF 2.2%
Value ($000) $20,166 Shares 209,208 Est. Cost $92.13 Unrealized
VXUS Vanguard International ETF 2.1%
Value ($000) $19,475 Shares 336,014 Est. Cost $57.10 Unrealized
SOXX Semiconductor Index ETF 1.8%
Value ($000) $16,766 Shares 29,104 Est. Cost $339.76 Unrealized
AMZN Amazon.com Inc 1.7%
Value ($000) $16,091 Shares 105,907 Est. Cost $121.73 Unrealized +15.2%
JPM JPMorgan Chase & Co 1.7%
Value ($000) $15,889 Shares 93,409 Est. Cost $100.50 Unrealized +44.2%
QQQ Nasdaq-100 ETF 1.5%
Value ($000) $14,502 Shares 35,412 Est. Cost $293.99 Unrealized
CAT Caterpillar Inc 1.5%
Value ($000) $14,286 Shares 48,319 Est. Cost $107.20 Unrealized +134.4%
VNQ Vanguard US REIT ETF 1.5%
Value ($000) $14,255 Shares 161,325 Est. Cost $86.81 Unrealized
ACN Accenture PLC 1.5%
Value ($000) $14,131 Shares 40,272 Est. Cost $198.95 Unrealized +57.2%
IWM iShares Russell 2000 ETF 1.5%
Value ($000) $14,090 Shares 70,203 Est. Cost $200.71 Unrealized
IJH Core S&P Mid-Cap ETF 1.5%
Value ($000) $14,032 Shares 50,628 Est. Cost $275.09 Unrealized
MRK Merck & Co Inc 1.5%
Value ($000) $13,852 Shares 127,060 Est. Cost $50.76 Unrealized +90.7%
SHEL Royal Dutch Shell PLC 1.5%
Value ($000) $13,696 Shares 208,144 Est. Cost $55.21 Unrealized
HD Home Depot Inc 1.5%
Value ($000) $13,650 Shares 39,389 Est. Cost $133.90 Unrealized +119.3%
SCHW Charles Schwab Corp 1.4%
Value ($000) $13,390 Shares 194,631 Est. Cost $43.76 Unrealized +28.2%
TMO Thermo Fisher Scientific Inc 1.4%
Value ($000) $12,902 Shares 24,308 Est. Cost $485.64 Unrealized -1.0%
V Visa Inc 1.3%
Value ($000) $12,440 Shares 47,784 Est. Cost $185.57 Unrealized +30.8%
ASML ASML Holding 1.3%
Value ($000) $12,436 Shares 16,430 Est. Cost $572.19 Unrealized
ADBE Adobe Systems Inc 1.3%
Value ($000) $12,018 Shares 20,145 Est. Cost $525.16 Unrealized +9.8%
XLU Utilities Select ETF 1.2%
Value ($000) $11,629 Shares 183,633 Est. Cost $63.33 Unrealized
DIS Walt Disney Co 1.2%
Value ($000) $11,379 Shares 126,026 Est. Cost $92.29 Unrealized -6.6%
EMXC iShares Emerging Markets ETF 1.2%
Value ($000) $11,253 Shares 203,080 Est. Cost $49.46 Unrealized
NVDA Nvidia Corp 1.2%
Value ($000) $11,182 Shares 22,580 Est. Cost $45.59 Unrealized +1.6%
J Jacobs Solutions Inc 1.2%
Value ($000) $11,166 Shares 86,029 Est. Cost $99.90 Unrealized +7.0%
FWONK Liberty Formula One 1.2%
Value ($000) $10,829 Shares 171,517 Est. Cost $74.54 Unrealized
JNJ Johnson & Johnson 1.1%
Value ($000) $10,708 Shares 68,316 Est. Cost $93.06 Unrealized +54.3%
DE Deere & Co 1.1%
Value ($000) $10,653 Shares 26,640 Est. Cost $344.54 Unrealized +6.0%
META Facebook Inc 0.9%
Value ($000) $8,781 Shares 24,809 Est. Cost $321.06 Unrealized +0.7%
TSLA Tesla Inc 0.8%
Value ($000) $7,758 Shares 31,222 Est. Cost $235.74 Unrealized +0.8%
VCIT Vanguard Intermediate Fund 0.8%
Value ($000) $7,215 Shares 88,768 Est. Cost $81.28 Unrealized
TAN Solar ETF 0.7%
Value ($000) $7,029 Shares 131,749 Est. Cost $70.18 Unrealized
HOMB Homebanc Shares Inc 0.7%
Value ($000) $6,762 Shares 266,967 Est. Cost $22.19 Unrealized +0.5%
TSN Tyson Foods Inc 0.7%
Value ($000) $6,567 Shares 122,182 Est. Cost $48.45 Unrealized -7.0%
SYK Stryker Corp 0.2%
Value ($000) $2,153 Shares 7,189 Est. Cost $138.49 Unrealized +98.5%
XOM Exxon Mobil Corp 0.2%
Value ($000) $2,112 Shares 21,128 Est. Cost $50.24 Unrealized +94.2%
MCD McDonald's Corp 0.2%
Value ($000) $1,682 Shares 5,672 Est. Cost $74.08 Unrealized +249.2%
AON Aon PLC 0.2%
Value ($000) $1,566 Shares 5,379 Est. Cost $211.65 Unrealized +49.0%
TOST Toast Inc 0.2%
Value ($000) $1,430 Shares 78,300 Est. Cost $22.28 Unrealized -26.4%
OZK Bank of the Ozarks Inc 0.1%
Value ($000) $1,312 Shares 26,336 Est. Cost $26.62 Unrealized +42.1%
AXP American Express Co 0.1%
Value ($000) $1,310 Shares 6,993 Est. Cost $59.68 Unrealized +163.1%
LOW Lowe's Cos Inc 0.1%
Value ($000) $1,251 Shares 5,621 Est. Cost $43.48 Unrealized +347.8%
BA Boeing Co 0.1%
Value ($000) $1,222 Shares 4,689 Est. Cost $139.93 Unrealized +52.8%
ETR Entergy Corp New Com 0.1%
Value ($000) $1,004 Shares 9,922 Est. Cost $45.86 Unrealized -1.1%
PG Procter & Gamble Co 0.1%
Value ($000) $886 Shares 6,046 Est. Cost $128.21 Unrealized +9.7%
UNP Union Pacific Corp 0.1%
Value ($000) $734 Shares 2,991 Est. Cost $120.22 Unrealized +74.0%
CVX Chevron Corp 0.1%
Value ($000) $705 Shares 4,729 Est. Cost $83.97 Unrealized +64.1%
ORCL Oracle Corp 0.1%
Value ($000) $670 Shares 6,353 Est. Cost $39.93 Unrealized +167.3%
RYN Rayonier Inc COM 0.1%
Value ($000) $655 Shares 19,607 Est. Cost $40.34 Unrealized
AVGO Broadcom Inc 0.1%
Value ($000) $613 Shares 549 Est. Cost $52.18 Unrealized +76.7%
CSCO Cisco Systems Inc 0.1%
Value ($000) $598 Shares 11,829 Est. Cost $22.57 Unrealized +112.6%
SGOV iShares 0-3 Month Treasury ETF 0.1%
Value ($000) $548 Shares 5,463 Est. Cost $100.27 Unrealized
UNH UnitedHealth Group Inc 0.1%
Value ($000) $505 Shares 960 Est. Cost $422.19 Unrealized +21.1%
SCHV U.S. Large-Cap Value ETF 0.1%
Value ($000) $504 Shares 7,190 Est. Cost $62.81 Unrealized
NVS Novartis AG 0.1%
Value ($000) $499 Shares 4,942 Est. Cost $80.58 Unrealized
IBM International Business Machines 0.1%
Value ($000) $472 Shares 2,888 Est. Cost $109.80 Unrealized +28.9%
DEO Diageo PLC 0.0%
Value ($000) $467 Shares 3,199 Est. Cost $138.26 Unrealized
LLY Eli Lilly & Co 0.0%
Value ($000) $463 Shares 794 Est. Cost $191.90 Unrealized +199.7%
SCHG U.S. Large-Cap Growth ETF 0.0%
Value ($000) $457 Shares 5,512 Est. Cost $90.42 Unrealized
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $454 Shares 1,733 Est. Cost $182.51 Unrealized
IUSG iShares Core S&P U.S. Growth ETF 0.0%
Value ($000) $453 Shares 4,355 Est. Cost $83.51 Unrealized
VTI Vanguard Total Stock Market ETF 0.0%
Value ($000) $450 Shares 1,899 Est. Cost $200.59 Unrealized
XLI Industrial Select Sector Spdr Fund 0.0%
Value ($000) $431 Shares 3,783 Est. Cost $113.99 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $415 Shares 2,821 Est. Cost $110.22 Unrealized
SCHF Schwab Intl Equity ETF 0.0%
Value ($000) $390 Shares 10,557 Est. Cost $36.37 Unrealized
GLW Corning Inc 0.0%
Value ($000) $365 Shares 11,962 Est. Cost $22.76 Unrealized +19.2%
SCHM Schwab U.S. Mid-Cap ETF 0.0%
Value ($000) $363 Shares 4,822 Est. Cost $69.73 Unrealized
COP ConocoPhillips 0.0%
Value ($000) $349 Shares 3,006 Est. Cost $52.54 Unrealized +108.8%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $347 Shares 1,177 Est. Cost $80.29 Unrealized +66.5%
SPY S&P 500 Index 0.0%
Value ($000) $298 Shares 627 Est. Cost $341.76 Unrealized
RTX Raytheon Technologies Corp 0.0%
Value ($000) $261 Shares 3,099 Est. Cost $78.15 Unrealized -3.2%
LIN Linde PLC 0.0%
Value ($000) $259 Shares 630 Est. Cost $322.30 Unrealized +19.0%
DDS Dillard's Inc 0.0%
Value ($000) $252 Shares 625 Est. Cost $261.04 Unrealized +12.3%
PetIQ Inc Com Cl A 0.0%
Value ($000) $239 Shares 12,117 Est. Cost $19.70 Unrealized
BX Blackstone Group LP 0.0%
Value ($000) $232 Shares 1,772 Est. Cost $102.08 Unrealized 0.0%
ZTS Zoetis Inc 0.0%
Value ($000) $228 Shares 1,155 Est. Cost $176.93 Unrealized -2.3%
ADI Analog Devices Inc 0.0%
Value ($000) $223 Shares 1,125 Est. Cost $172.22 Unrealized 0.0%
PSX Phillips 66 0.0%
Value ($000) $222 Shares 1,665 Est. Cost $103.33 Unrealized +7.5%
AMGN Amgen Inc 0.0%
Value ($000) $215 Shares 746 Est. Cost $231.86 Unrealized +10.0%
OTIS Otis Worldwide Corp 0.0%
Value ($000) $213 Shares 2,375 Est. Cost $67.62 Unrealized +18.7%
WEST Westrock Coffee Co Com 0.0%
Value ($000) $204 Shares 20,000 Est. Cost $8.95 Unrealized 0.0%
ETN Eaton Corp 0.0%
Value ($000) $202 Shares 840 Est. Cost $215.55 Unrealized 0.0%
ABBV AbbVie Inc 0.0%
Value ($000) $195 Shares 1,256 Est. Cost $135.72 Unrealized 0.0%
VGT Vanguard Information Technology Index Fund 0.0%
Value ($000) $189 Shares 390 Est. Cost $484.00 Unrealized
ROK Rockwell Automation Inc 0.0%
Value ($000) $186 Shares 600 Est. Cost $270.11 Unrealized 0.0%
CMCSA Comcast Corp New Class A 0.0%
Value ($000) $183 Shares 4,165 Est. Cost $30.06 Unrealized +33.4%
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $182 Shares 1,100 Est. Cost $136.68 Unrealized
WM Waste Mgmt Inc 0.0%
Value ($000) $181 Shares 1,012 Est. Cost $162.45 Unrealized 0.0%
PSTG Pure Storage Inc Cl A 0.0%
Value ($000) $173 Shares 4,861 Est. Cost $35.07 Unrealized 0.0%
GOOGL Alphabet Inc 0.0%
Value ($000) $173 Shares 1,240 Est. Cost $133.35 Unrealized 0.0%
WMB Williams Cos 0.0%
Value ($000) $171 Shares 4,915 Est. Cost $32.16 Unrealized 0.0%
APO Apollo Global Mgmt Inc Com Cl A 0.0%
Value ($000) $168 Shares 1,800 Est. Cost $85.57 Unrealized 0.0%
IWF iShares Russell 1000 Growth ETF 0.0%
Value ($000) $165 Shares 545 Est. Cost $303.17 Unrealized
BAC Bank of America Corp 0.0%
Value ($000) $165 Shares 4,890 Est. Cost $35.25 Unrealized -21.7%
AMD Advanced Micro Devices 0.0%
Value ($000) $162 Shares 1,100 Est. Cost $117.86 Unrealized 0.0%
MDLZ Mondelez Intl Inc Cl A 0.0%
Value ($000) $159 Shares 2,193 Est. Cost $64.31 Unrealized 0.0%
IWN iShares Russell 2000 Value ETF 0.0%
Value ($000) $155 Shares 1,000 Est. Cost $155.33 Unrealized
UPS United Parcel Service Inc 0.0%
Value ($000) $152 Shares 965 Est. Cost $134.26 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $151 Shares 975 Est. Cost $144.29 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $151 Shares 700 Est. Cost $39.39 Unrealized 0.0%
DHR Danaher 0.0%
Value ($000) $150 Shares 650 Est. Cost $210.35 Unrealized 0.0%
IUSV iShares Core S&P U.S. Value Etf 0.0%
Value ($000) $148 Shares 1,750 Est. Cost $84.33 Unrealized
MO Altria Group Inc 0.0%
Value ($000) $144 Shares 3,575 Est. Cost $34.81 Unrealized 0.0%
SFNC Simmons First National Corp 0.0%
Value ($000) $143 Shares 7,193 Est. Cost $16.73 Unrealized 0.0%
TRV Travelers Companies Inc 0.0%
Value ($000) $134 Shares 701 Est. Cost $166.66 Unrealized 0.0%
IWO iShares Russell 2000 Growth ETF 0.0%
Value ($000) $131 Shares 520 Est. Cost $252.22 Unrealized
MA Mastercard Incorporated Cl A 0.0%
Value ($000) $128 Shares 300 Est. Cost $397.11 Unrealized 0.0%
CARR Carrier Global Corp 0.0%
Value ($000) $128 Shares 2,225 Est. Cost $51.55 Unrealized 0.0%
PINS Pinterest Inc Cl A 0.0%
Value ($000) $124 Shares 3,345 Est. Cost $31.43 Unrealized 0.0%
Pioneer Natural Resources 0.0%
Value ($000) $124 Shares 550 Est. Cost $224.88 Unrealized
VRTX Vertex Pharmaceuticals 0.0%
Value ($000) $122 Shares 300 Est. Cost $369.42 Unrealized 0.0%
IWP iShares Russell Mid-Cap Growth ETF 0.0%
Value ($000) $118 Shares 1,130 Est. Cost $104.46 Unrealized
PM Philip Morris International Inc 0.0%
Value ($000) $116 Shares 1,232 Est. Cost $83.71 Unrealized 0.0%
LMT Lockheed Martin Corp 0.0%
Value ($000) $116 Shares 255 Est. Cost $417.42 Unrealized 0.0%
IWS iShares Russell Mid-Cap Value ETF 0.0%
Value ($000) $112 Shares 962 Est. Cost $116.29 Unrealized
NFLX Netflix Inc Com 0.0%
Value ($000) $108 Shares 222 Est. Cost $43.65 Unrealized 0.0%
IGV Expanded Software ETF 0.0%
Value ($000) $106 Shares 263 Est. Cost $313.76 Unrealized
TXN Texas Instruments Inc 0.0%
Value ($000) $106 Shares 620 Est. Cost $145.50 Unrealized 0.0%
STX Seagate Tech PLC 0.0%
Value ($000) $105 Shares 1,235 Est. Cost $70.61 Unrealized 0.0%
NOC Northrop Grumman Corp 0.0%
Value ($000) $105 Shares 225 Est. Cost $452.04 Unrealized 0.0%
BCSF Bain Cap Specialty Fin Inc Com Stk 0.0%
Value ($000) $104 Shares 6,910 Est. Cost $11.57 Unrealized 0.0%
TE Connectivity Ltd 0.0%
Value ($000) $103 Shares 730 Est. Cost $140.50 Unrealized
ADSK Autodesk Inc 0.0%
Value ($000) $102 Shares 420 Est. Cost $215.94 Unrealized 0.0%
GD General Dynamics Corp 0.0%
Value ($000) $97 Shares 375 Est. Cost $234.24 Unrealized 0.0%
BN Brookfield Asset Mgmt Inc Cl A Ltd Vt Sh 0.0%
Value ($000) $90 Shares 2,250 Est. Cost $22.38 Unrealized 0.0%
FDX FedEx Corp 0.0%
Value ($000) $90 Shares 355 Est. Cost $242.32 Unrealized 0.0%
PPG PPG Industries Inc 0.0%
Value ($000) $90 Shares 600 Est. Cost $128.87 Unrealized 0.0%
DUK Duke Energy Corp New Com New 0.0%
Value ($000) $89 Shares 917 Est. Cost $83.85 Unrealized 0.0%
LHX L3 Harris Technologies 0.0%
Value ($000) $89 Shares 422 Est. Cost $179.88 Unrealized 0.0%
RF Regions Financial Corp 0.0%
Value ($000) $88 Shares 4,520 Est. Cost $15.05 Unrealized 0.0%
AZN Astrazeneca 0.0%
Value ($000) $87 Shares 1,285 Est. Cost $67.35 Unrealized
AMT American Tower Corp 0.0%
Value ($000) $86 Shares 400 Est. Cost $175.15 Unrealized 0.0%
VHI Valhi Inc New Com 0.0%
Value ($000) $83 Shares 5,483 Est. Cost $13.20 Unrealized 0.0%
GE General Electric Co 0.0%
Value ($000) $83 Shares 652 Est. Cost $91.47 Unrealized 0.0%
SWX Southwest Gas Corp 0.0%
Value ($000) $79 Shares 1,250 Est. Cost $60.11 Unrealized 0.0%
TGT Target Corp 0.0%
Value ($000) $78 Shares 548 Est. Cost $113.03 Unrealized 0.0%
GLD SPDR Gold Shares 0.0%
Value ($000) $76 Shares 400 Est. Cost $191.17 Unrealized
COST Costco Wholesale Corp 0.0%
Value ($000) $75 Shares 114 Est. Cost $573.49 Unrealized 0.0%
XLK Technology Select SPDR 0.0%
Value ($000) $75 Shares 388 Est. Cost $192.48 Unrealized
GWW WW Grainger Inc 0.0%
Value ($000) $75 Shares 90 Est. Cost $756.34 Unrealized 0.0%
F Ford Motor Co 0.0%
Value ($000) $74 Shares 6,075 Est. Cost $9.63 Unrealized 0.0%
NEE Nextera Energy Inc 0.0%
Value ($000) $73 Shares 1,200 Est. Cost $53.46 Unrealized 0.0%
AIG American International Group Inc 0.0%
Value ($000) $72 Shares 1,065 Est. Cost $60.81 Unrealized 0.0%
MUR Murphy Oil Corp 0.0%
Value ($000) $64 Shares 1,500 Est. Cost $39.75 Unrealized 0.0%
WFC Wells Fargo & Co 0.0%
Value ($000) $63 Shares 1,290 Est. Cost $41.03 Unrealized 0.0%
XLY Consumer Discretionary Select Sector SPDR Fund 0.0%
Value ($000) $63 Shares 350 Est. Cost $178.81 Unrealized
XEL Xcel Energy Inc 0.0%
Value ($000) $61 Shares 990 Est. Cost $55.51 Unrealized 0.0%
PEP PepsiCo Inc 0.0%
Value ($000) $61 Shares 359 Est. Cost $153.75 Unrealized 0.0%
FXL First Trust Technology Alphadex Fund 0.0%
Value ($000) $61 Shares 475 Est. Cost $128.07 Unrealized
WHR Whirlpool Corp 0.0%
Value ($000) $59 Shares 486 Est. Cost $116.51 Unrealized 0.0%
PSA Public Storage 0.0%
Value ($000) $59 Shares 193 Est. Cost $242.81 Unrealized 0.0%
SLV iShares Silver Trust 0.0%
Value ($000) $59 Shares 2,700 Est. Cost $21.78 Unrealized
VDE Vanguard Energy Index Fund 0.0%
Value ($000) $50 Shares 423 Est. Cost $117.28 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $49 Shares 400 Est. Cost $109.35 Unrealized 0.0%
FSK FS KKR Capital Corp Com 0.0%
Value ($000) $47 Shares 2,374 Est. Cost $14.14 Unrealized 0.0%
SHOP Shopify Inc 0.0%
Value ($000) $47 Shares 600 Est. Cost $63.86 Unrealized 0.0%
MET MetLife Inc 0.0%
Value ($000) $47 Shares 705 Est. Cost $58.77 Unrealized 0.0%
ULTA Ulta Beauty Inc 0.0%
Value ($000) $47 Shares 95 Est. Cost $421.81 Unrealized 0.0%
INTC Intel Corp 0.0%
Value ($000) $45 Shares 900 Est. Cost $40.04 Unrealized 0.0%
SPGI S&P Global Inc Com 0.0%
Value ($000) $42 Shares 96 Est. Cost $388.21 Unrealized 0.0%
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $42 Shares 100 Est. Cost $399.79 Unrealized 0.0%
VO Vanguard Mid-Cap Index Fund 0.0%
Value ($000) $41 Shares 177 Est. Cost $232.64 Unrealized
Benson Hill Inc 0.0%
Value ($000) $41 Shares 233,051 Est. Cost $2.89 Unrealized
QQQJ Invesco Nasdaq Next Gen 100 Etf 0.0%
Value ($000) $40 Shares 1,492 Est. Cost $26.99 Unrealized
YUM YUM Brands Inc 0.0%
Value ($000) $40 Shares 303 Est. Cost $119.71 Unrealized 0.0%
DLB Dolby Laboratories 0.0%
Value ($000) $37 Shares 425 Est. Cost $80.91 Unrealized 0.0%
KO Coca-Cola Co 0.0%
Value ($000) $35 Shares 588 Est. Cost $53.26 Unrealized 0.0%
PFE Pfizer Inc 0.0%
Value ($000) $34 Shares 1,183 Est. Cost $26.40 Unrealized 0.0%
ABT Abbott Laboratories 0.0%
Value ($000) $34 Shares 305 Est. Cost $96.07 Unrealized 0.0%
PAVE Global X U.S. Infrastructure Development ETF 0.0%
Value ($000) $33 Shares 952 Est. Cost $34.46 Unrealized
VEA Vanguard FTSE Dev Markets ETF 0.0%
Value ($000) $32 Shares 674 Est. Cost $47.90 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $30 Shares 528 Est. Cost $53.44 Unrealized 0.0%
Unilever PLC ADR 0.0%
Value ($000) $29 Shares 595 Est. Cost $48.48 Unrealized
KNX Knight Swift Transportation Inc 0.0%
Value ($000) $29 Shares 500 Est. Cost $50.84 Unrealized 0.0%
XLE Energy Select Sector SPDR Fund 0.0%
Value ($000) $26 Shares 310 Est. Cost $83.84 Unrealized
Snap One Holdings Corp Com 0.0%
Value ($000) $25 Shares 2,775 Est. Cost $8.91 Unrealized
INGR Ingredion Inc 0.0%
Value ($000) $24 Shares 224 Est. Cost $100.33 Unrealized 0.0%
ARCB Arcbest Corp Com 0.0%
Value ($000) $24 Shares 200 Est. Cost $109.42 Unrealized 0.0%
APA Apache Corp 0.0%
Value ($000) $24 Shares 670 Est. Cost $34.62 Unrealized 0.0%
CLX Clorox Co 0.0%
Value ($000) $24 Shares 167 Est. Cost $124.04 Unrealized 0.0%
GLOB Globant 0.0%
Value ($000) $24 Shares 100 Est. Cost $204.19 Unrealized 0.0%
CVS CVS Health Corp 0.0%
Value ($000) $24 Shares 300 Est. Cost $65.40 Unrealized 0.0%
VZ Verizon Communications Inc 0.0%
Value ($000) $24 Shares 633 Est. Cost $39.24 Unrealized -21.0%
CHD Church & Dwight Co Inc 0.0%
Value ($000) $24 Shares 250 Est. Cost $89.26 Unrealized 0.0%
DG Dollar General Corp 0.0%
Value ($000) $23 Shares 170 Est. Cost $115.93 Unrealized 0.0%
PKG Packaging Corp Amer Com 0.0%
Value ($000) $23 Shares 141 Est. Cost $148.76 Unrealized 0.0%
NSC Norfolk Southern Corp 0.0%
Value ($000) $22 Shares 95 Est. Cost $200.12 Unrealized 0.0%
IEMG iShares Core MSCI EM ETF 0.0%
Value ($000) $21 Shares 424 Est. Cost $50.58 Unrealized
NET Cloudflare Inc Cl A Com 0.0%
Value ($000) $21 Shares 250 Est. Cost $69.95 Unrealized 0.0%
NKE Nike Inc 0.0%
Value ($000) $20 Shares 182 Est. Cost $96.16 Unrealized +7.1%
A Agilent Technologies Inc 0.0%
Value ($000) $19 Shares 138 Est. Cost $117.22 Unrealized 0.0%
CRWD Crowdstrike Hldgs Inc Cl A 0.0%
Value ($000) $18 Shares 72 Est. Cost $209.43 Unrealized 0.0%
CSX CSX Corp 0.0%
Value ($000) $18 Shares 510 Est. Cost $30.86 Unrealized 0.0%
AMP Ameriprise Financial 0.0%
Value ($000) $17 Shares 45 Est. Cost $333.50 Unrealized 0.0%
EVRG Evergy Inc Com 0.0%
Value ($000) $16 Shares 314 Est. Cost $45.92 Unrealized 0.0%
VUG Vanguard Growth ETF 0.0%
Value ($000) $16 Shares 50 Est. Cost $310.88 Unrealized
QCOM Qualcomm Inc 0.0%
Value ($000) $15 Shares 106 Est. Cost $118.34 Unrealized 0.0%
TJX TJX Cos Inc 0.0%
Value ($000) $15 Shares 157 Est. Cost $87.27 Unrealized 0.0%
NVO Novo Nordisk A/S 0.0%
Value ($000) $15 Shares 142 Est. Cost $103.45 Unrealized
VIG Vanguard Dividend Index Fund 0.0%
Value ($000) $14 Shares 85 Est. Cost $170.40 Unrealized
GDX Vaneck Vectors Gold Miners ETF 0.0%
Value ($000) $14 Shares 450 Est. Cost $31.01 Unrealized
Fs Global Credit Opportunities Fund 0.0%
Value ($000) $14 Shares 2,442 Est. Cost $5.67 Unrealized
OKE ONEOK Inc 0.0%
Value ($000) $14 Shares 193 Est. Cost $60.36 Unrealized 0.0%
TTWO Take-Two Interactive 0.0%
Value ($000) $13 Shares 81 Est. Cost $149.20 Unrealized 0.0%
Barrick Gold Corp 0.0%
Value ($000) $13 Shares 700 Est. Cost $18.09 Unrealized
DPZ Dominos Pizza 0.0%
Value ($000) $12 Shares 30 Est. Cost $363.43 Unrealized 0.0%
TGNA Tegna Inc Com 0.0%
Value ($000) $12 Shares 780 Est. Cost $14.99 Unrealized 0.0%
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $12 Shares 105 Est. Cost $90.94 Unrealized 0.0%
BP BP PLC 0.0%
Value ($000) $12 Shares 328 Est. Cost $35.40 Unrealized
WEC WEC Energy Group 0.0%
Value ($000) $12 Shares 137 Est. Cost $76.28 Unrealized 0.0%
SLI Standard Lithium LTD 0.0%
Value ($000) $11 Shares 5,410 Est. Cost $2.49 Unrealized 0.0%
YUMC YUM China Holdings Inc 0.0%
Value ($000) $11 Shares 256 Est. Cost $46.55 Unrealized 0.0%
BOC Boston Omaha Corp 0.0%
Value ($000) $11 Shares 648 Est. Cost $22.79 Unrealized -33.4%
ITW Illinois Tool Works Inc 0.0%
Value ($000) $10 Shares 40 Est. Cost $227.33 Unrealized 0.0%
CPK Chesapeake Utils Corp Com 0.0%
Value ($000) $10 Shares 99 Est. Cost $90.84 Unrealized 0.0%
CMI Cummins Inc Com 0.0%
Value ($000) $10 Shares 43 Est. Cost $216.82 Unrealized 0.0%
LNC Lincoln Natl Corp 0.0%
Value ($000) $10 Shares 380 Est. Cost $21.24 Unrealized 0.0%
NYT New York Times Co 0.0%
Value ($000) $10 Shares 200 Est. Cost $43.00 Unrealized 0.0%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $10 Shares 89 Est. Cost $92.03 Unrealized 0.0%
GM General Motors Co 0.0%
Value ($000) $10 Shares 260 Est. Cost $33.70 Unrealized -10.3%
HSY Hershey Co 0.0%
Value ($000) $9 Shares 50 Est. Cost $177.67 Unrealized 0.0%
PAAS PAN AMERN SILVER CORP COM 0.0%
Value ($000) $9 Shares 559 Est. Cost $14.97 Unrealized 0.0%
MUSA Murphy USA Inc 0.0%
Value ($000) $9 Shares 25 Est. Cost $358.80 Unrealized 0.0%
HNST Honest Co 0.0%
Value ($000) $8 Shares 2,543 Est. Cost $1.82 Unrealized 0.0%
Southwestern Energy Co 0.0%
Value ($000) $8 Shares 1,145 Est. Cost $6.55 Unrealized
KMB Kimberly Clark 0.0%
Value ($000) $7 Shares 61 Est. Cost $111.21 Unrealized 0.0%
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value ($000) $7 Shares 131 Est. Cost $47.96 Unrealized 0.0%
AEP American Electric Power Inc 0.0%
Value ($000) $7 Shares 84 Est. Cost $71.72 Unrealized 0.0%
Brookfield Infrastructure Corp Com Sb Vtg Shs A 0.0%
Value ($000) $7 Shares 189 Est. Cost $35.28 Unrealized
GEHC GE Healthcare Technologies Inc Common Stock 0.0%
Value ($000) $7 Shares 86 Est. Cost $69.79 Unrealized 0.0%
MMM 3M Co 0.0%
Value ($000) $7 Shares 60 Est. Cost $75.54 Unrealized 0.0%
CL Colgate-Palmolive Co 0.0%
Value ($000) $6 Shares 81 Est. Cost $71.73 Unrealized 0.0%
89BIO INC COM 0.0%
Value ($000) $6 Shares 577 Est. Cost $11.17 Unrealized
SRE Sempra Energy 0.0%
Value ($000) $6 Shares 78 Est. Cost $66.74 Unrealized 0.0%
CAG ConAgra Foods Inc 0.0%
Value ($000) $6 Shares 200 Est. Cost $24.91 Unrealized 0.0%
GIS General Mills Inc 0.0%
Value ($000) $6 Shares 88 Est. Cost $59.53 Unrealized 0.0%
BMY Bristol-Myers Squibb Co 0.0%
Value ($000) $5 Shares 92 Est. Cost $47.02 Unrealized 0.0%
TER Teradyne Inc 0.0%
Value ($000) $5 Shares 42 Est. Cost $115.49 Unrealized -18.6%
MCK McKesson Corp 0.0%
Value ($000) $5 Shares 10 Est. Cost $450.30 Unrealized 0.0%
MPC Marathon Petroleum 0.0%
Value ($000) $4 Shares 29 Est. Cost $141.98 Unrealized 0.0%
PUMP Propetro Holding Corp 0.0%
Value ($000) $4 Shares 490 Est. Cost $9.43 Unrealized 0.0%
RIVN Rivian Automotive Inc Com Cl A 0.0%
Value ($000) $4 Shares 175 Est. Cost $18.80 Unrealized 0.0%
TFC BB&T Corp 0.0%
Value ($000) $4 Shares 110 Est. Cost $28.22 Unrealized 0.0%
URNM North Shore Global Uranium Mining ETF 0.0%
Value ($000) $4 Shares 80 Est. Cost $48.27 Unrealized
APPN Appian Corp Cl A 0.0%
Value ($000) $4 Shares 100 Est. Cost $39.09 Unrealized 0.0%
STNE StoneCo 0.0%
Value ($000) $4 Shares 200 Est. Cost $18.03 Unrealized
Activision Blizzard Inc 0.0%
Value ($000) $3 Shares 35 Est. Cost $90.09 Unrealized
ENB Enbridge Inc Com 0.0%
Value ($000) $3 Shares 90 Est. Cost $29.41 Unrealized 0.0%
ABNB AirBNB Inc 0.0%
Value ($000) $3 Shares 23 Est. Cost $128.95 Unrealized 0.0%
XIFR NextEra Energy Partners 0.0%
Value ($000) $3 Shares 79 Est. Cost $61.97 Unrealized -58.9%
CI Cigna Corp 0.0%
Value ($000) $3 Shares 10 Est. Cost $280.77 Unrealized 0.0%
ARKK ARK Innovation ETF 0.0%
Value ($000) $3 Shares 58 Est. Cost $50.45 Unrealized
D Dominion Energy Inc 0.0%
Value ($000) $3 Shares 62 Est. Cost $40.17 Unrealized 0.0%
WEN WENDYS CO COM 0.0%
Value ($000) $3 Shares 145 Est. Cost $19.25 Unrealized 0.0%
Kellogg Co 0.0%
Value ($000) $3 Shares 50 Est. Cost $48.79 Unrealized 0.0%
WIT Wipro Ltd Spon Adr 1 Sh 0.0%
Value ($000) $3 Shares 500 Est. Cost $5.57 Unrealized
ROKU Roku Inc CL A 0.0%
Value ($000) $3 Shares 30 Est. Cost $83.65 Unrealized 0.0%
CYH Community Health Systems Inc 0.0%
Value ($000) $2 Shares 740 Est. Cost $2.70 Unrealized 0.0%
OGS ONE Gas Inc Com 0.0%
Value ($000) $2 Shares 36 Est. Cost $63.18 Unrealized 0.0%
LUV Southwest Airlines Co 0.0%
Value ($000) $2 Shares 79 Est. Cost $24.74 Unrealized 0.0%
CX Cemex SAB de CV ADR 0.0%
Value ($000) $2 Shares 260 Est. Cost $7.75 Unrealized
PYPL PayPal Holdings Inc 0.0%
Value ($000) $2 Shares 26 Est. Cost $115.81 Unrealized -50.7%
Fisker Inc Cl A Com Stk 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $1.75 Unrealized
Triumph Group Inc New Com 0.0%
Value ($000) $2 Shares 100 Est. Cost $16.58 Unrealized
VHC VirnetX Holding Corporation 0.0%
Value ($000) $2 Shares 226 Est. Cost $6.40 Unrealized 0.0%
GILT Gilat Satellite Networks Ltd Shs New 0.0%
Value ($000) $2 Shares 250 Est. Cost $6.21 Unrealized 0.0%
GMGI GOLDEN MATRIX GROUP INC COM 0.0%
Value ($000) $1 Shares 600 Est. Cost $2.49 Unrealized 0.0%
VLTO Veralto Corp Com Shs 0.0%
Value ($000) $1 Shares 16 Est. Cost $73.75 Unrealized 0.0%
IAK Ishares U.s. Insurance Etf 0.0%
Value ($000) $1 Shares 12 Est. Cost $100.17 Unrealized
HTZWW HERTZ GLOBAL HLDGS INC WT EXP 063051 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.48 Unrealized
C Citigroup Inc 0.0%
Value ($000) $1 Shares 20 Est. Cost $41.35 Unrealized 0.0%
IRBTQ iRobot Corp 0.0%
Value ($000) $1 Shares 25 Est. Cost $35.58 Unrealized 0.0%
Crescent Pt Energy Corp Com 0.0%
Value ($000) $1 Shares 136 Est. Cost $6.93 Unrealized
LUMN CenturyLink Inc 0.0%
Value ($000) $1 Shares 399 Est. Cost $1.42 Unrealized 0.0%
AMC Amc Entmt Hldgs Inc Cl A 0.0%
Value ($000) $1 Shares 100 Est. Cost $8.12 Unrealized 0.0%
GTE GRAN TIERRA ENERGY INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $6.22 Unrealized 0.0%
Virgin Galactic Holdings 0.0%
Value ($000) $1 Shares 225 Est. Cost $2.45 Unrealized
COIN Coinbase Global Inc Com Cl A 0.0%
Value ($000) $1 Shares 3 Est. Cost $109.20 Unrealized 0.0%
RBLX Roblox Corp 0.0%
Value ($000) $0 Shares 10 Est. Cost $36.95 Unrealized 0.0%
Liberty Live Group 0.0%
Value ($000) $0 Shares 10 Est. Cost $32.10 Unrealized
Desktop Metal 0.0%
Value ($000) $0 Shares 200 Est. Cost $1.82 Unrealized
BATRK Atlanta Braves Hldgs Inc Com Ser C 0.0%
Value ($000) $0 Shares 8 Est. Cost $36.49 Unrealized 0.0%
ELAN Elan Animal Health Inc 0.0%
Value ($000) $0 Shares 15 Est. Cost $11.33 Unrealized 0.0%
Tilray Inc COM Cl 2 0.0%
Value ($000) $0 Shares 86 Est. Cost $2.30 Unrealized
RGR Sturm Ruger & Co Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $48.01 Unrealized 0.0%
Tellurian Inc New Com 0.0%
Value ($000) $0 Shares 33 Est. Cost $0.76 Unrealized
Cara Therapeutics Inc Com 0.0%
Value ($000) $0 Shares 10 Est. Cost $0.70 Unrealized
ROII RISKON INTERNATIONAL INC COM 0.0%
Value ($000) $0 Shares 19 Est. Cost $0.46 Unrealized 0.0%
Strata Skin Sciences Inc Com New 0.0%
Value ($000) $0 Shares 5 Est. Cost $0.60 Unrealized
Aurora Cannabis Inc Com 0.0%
Value ($000) $0 Shares 6 Est. Cost $0.50 Unrealized
BTCS BTCS INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.15 Unrealized 0.0%