Goelzer Investment Management, Inc. Diversified Active

CIK: 0001550057 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 21, 2025

Total Value ($000): $1,723,201 (100.0% shares, 0.0% debt)

Holdings (235)

LLY ELI LILLY & CO 24.5%
Value ($000) $422,622 Shares 547,438 Est. Cost $453.56 Unrealized +81.0%
IVV ISHARES TR 8.5%
Value ($000) $145,744 Shares 247,578 Est. Cost $403.59 Unrealized
SLYV SPDR SER TR 4.2%
Value ($000) $73,160 Shares 838,513 Est. Cost $59.17 Unrealized
IJH ISHARES TR 4.1%
Value ($000) $70,625 Shares 1,133,441 Est. Cost $82.27 Unrealized
AAPL APPLE INC 2.2%
Value ($000) $38,430 Shares 153,462 Est. Cost $95.37 Unrealized +145.9%
MSFT MICROSOFT CORP 2.2%
Value ($000) $37,054 Shares 87,911 Est. Cost $93.30 Unrealized +352.7%
SCHF SCHWAB STRATEGIC TR 2.0%
Value ($000) $35,273 Shares 1,906,668 Est. Cost $25.38 Unrealized
ETN EATON CORP PLC 1.1%
Value ($000) $19,109 Shares 57,580 Est. Cost $75.52 Unrealized +359.6%
IJR ISHARES TR 1.1%
Value ($000) $19,000 Shares 164,899 Est. Cost $82.33 Unrealized
GOOG ALPHABET INC 1.1%
Value ($000) $18,113 Shares 95,112 Est. Cost $111.64 Unrealized +57.4%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $17,800 Shares 165,475 Est. Cost $57.47 Unrealized +95.5%
QCOM QUALCOMM INC 1.0%
Value ($000) $16,530 Shares 107,601 Est. Cost $44.59 Unrealized +257.8%
TLH ISHARES TR 0.9%
Value ($000) $15,111 Shares 151,809 Est. Cost $107.36 Unrealized
AVGO BROADCOM INC 0.8%
Value ($000) $14,512 Shares 62,594 Est. Cost $145.38 Unrealized +25.8%
LMT LOCKHEED MARTIN CORP 0.8%
Value ($000) $14,056 Shares 28,926 Est. Cost $193.82 Unrealized +172.0%
NVDA NVIDIA CORPORATION 0.8%
Value ($000) $13,633 Shares 101,516 Est. Cost $97.75 Unrealized +41.0%
JMBS JANUS DETROIT STR TR 0.8%
Value ($000) $13,248 Shares 299,873 Est. Cost $46.65 Unrealized
OHI OMEGA HEALTHCARE INVS INC 0.8%
Value ($000) $13,039 Shares 344,504 Est. Cost $30.41 Unrealized
MRK MERCK & CO INC 0.8%
Value ($000) $13,036 Shares 131,045 Est. Cost $41.73 Unrealized +136.5%
JPM JPMORGAN CHASE & CO. 0.7%
Value ($000) $12,509 Shares 52,185 Est. Cost $114.64 Unrealized +98.9%
IGSB ISHARES TR 0.7%
Value ($000) $12,358 Shares 239,034 Est. Cost $52.66 Unrealized
PEP PEPSICO INC 0.7%
Value ($000) $12,059 Shares 79,303 Est. Cost $116.99 Unrealized +33.8%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $11,763 Shares 81,211 Est. Cost $77.18 Unrealized +88.5%
NI NISOURCE INC 0.7%
Value ($000) $11,686 Shares 317,899 Est. Cost $22.25 Unrealized +56.6%
USB US BANCORP DEL 0.7%
Value ($000) $11,487 Shares 240,154 Est. Cost $29.35 Unrealized +58.9%
MUNI PIMCO ETF TR 0.7%
Value ($000) $11,213 Shares 216,752 Est. Cost $52.71 Unrealized
AMZN AMAZON COM INC 0.6%
Value ($000) $11,038 Shares 50,314 Est. Cost $135.66 Unrealized +50.8%
BAC BANK AMERICA CORP 0.6%
Value ($000) $10,067 Shares 229,046 Est. Cost $31.39 Unrealized +36.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $9,841 Shares 21,712 Est. Cost $192.37 Unrealized +140.0%
IWD ISHARES TR 0.6%
Value ($000) $9,803 Shares 52,952 Est. Cost $116.17 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.5%
Value ($000) $9,440 Shares 121,946 Est. Cost $33.40 Unrealized +141.5%
ADI ANALOG DEVICES INC 0.5%
Value ($000) $9,345 Shares 43,984 Est. Cost $155.23 Unrealized +39.7%
TRV TRAVELERS COMPANIES INC 0.5%
Value ($000) $9,325 Shares 38,709 Est. Cost $89.88 Unrealized +172.4%
ABBV ABBVIE INC 0.5%
Value ($000) $9,171 Shares 51,612 Est. Cost $57.51 Unrealized +208.5%
ENB ENBRIDGE INC 0.5%
Value ($000) $8,947 Shares 210,866 Est. Cost $24.46 Unrealized +60.3%
PANW PALO ALTO NETWORKS INC 0.5%
Value ($000) $8,932 Shares 49,089 Est. Cost $132.49 Unrealized +42.6%
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $8,867 Shares 9,677 Est. Cost $201.40 Unrealized +358.1%
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $8,858 Shares 15,114 Est. Cost $283.85 Unrealized
CFG CITIZENS FINL GROUP INC 0.5%
Value ($000) $8,804 Shares 201,177 Est. Cost $20.73 Unrealized +104.7%
TEL TE CONNECTIVITY PLC 0.5%
Value ($000) $8,663 Shares 60,593 Est. Cost $146.90 Unrealized -0.1%
APD AIR PRODS & CHEMS INC 0.5%
Value ($000) $8,520 Shares 29,375 Est. Cost $145.93 Unrealized +108.3%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $8,363 Shares 16,532 Est. Cost $262.11 Unrealized +110.9%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $8,295 Shares 57,360 Est. Cost $88.74 Unrealized +68.6%
ETR ENTERGY CORP NEW 0.5%
Value ($000) $8,254 Shares 108,858 Est. Cost $60.49 Unrealized +15.6%
V VISA INC 0.5%
Value ($000) $8,083 Shares 25,575 Est. Cost $104.07 Unrealized +186.7%
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value ($000) $7,891 Shares 35,895 Est. Cost $102.63 Unrealized +110.8%
GNTX GENTEX CORP 0.5%
Value ($000) $7,871 Shares 273,958 Est. Cost $20.11 Unrealized +48.8%
WMT WALMART INC 0.4%
Value ($000) $7,555 Shares 83,614 Est. Cost $45.20 Unrealized +89.8%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $7,533 Shares 188,380 Est. Cost $31.06 Unrealized +26.9%
CSCO CISCO SYS INC 0.4%
Value ($000) $7,497 Shares 126,632 Est. Cost $25.66 Unrealized +115.8%
TROW PRICE T ROWE GROUP INC 0.4%
Value ($000) $7,295 Shares 64,503 Est. Cost $69.37 Unrealized +57.2%
AEP AMERICAN ELEC PWR CO INC 0.4%
Value ($000) $7,211 Shares 78,187 Est. Cost $79.73 Unrealized +16.8%
PRU PRUDENTIAL FINL INC 0.4%
Value ($000) $7,160 Shares 60,407 Est. Cost $56.65 Unrealized +106.0%
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $7,144 Shares 126,307 Est. Cost $43.18 Unrealized +21.8%
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $6,949 Shares 41,452 Est. Cost $115.18 Unrealized +43.9%
GATX GATX CORP 0.4%
Value ($000) $6,902 Shares 44,539 Est. Cost $53.05 Unrealized +175.8%
IVW ISHARES TR 0.4%
Value ($000) $6,699 Shares 65,977 Est. Cost $94.89 Unrealized
ADBE ADOBE INC 0.4%
Value ($000) $6,687 Shares 15,038 Est. Cost $357.31 Unrealized +38.6%
MDY SPDR S&P MIDCAP 400 ETF TR 0.4%
Value ($000) $6,545 Shares 11,491 Est. Cost $234.53 Unrealized
BKNG BOOKING HOLDINGS INC 0.4%
Value ($000) $6,524 Shares 1,313 Est. Cost $2278.24 Unrealized +109.1%
MCK MCKESSON CORP 0.4%
Value ($000) $6,309 Shares 11,071 Est. Cost $174.99 Unrealized +218.5%
WSM WILLIAMS SONOMA INC 0.4%
Value ($000) $6,292 Shares 33,977 Est. Cost $60.11 Unrealized +159.8%
SYY SYSCO CORP 0.4%
Value ($000) $6,257 Shares 81,838 Est. Cost $46.06 Unrealized +60.5%
IJK ISHARES TR 0.4%
Value ($000) $6,244 Shares 68,671 Est. Cost $101.31 Unrealized
TJX TJX COS INC NEW 0.4%
Value ($000) $6,212 Shares 51,418 Est. Cost $47.56 Unrealized +147.5%
INGR INGREDION INC 0.4%
Value ($000) $6,130 Shares 44,562 Est. Cost $98.04 Unrealized +43.6%
LOW LOWES COS INC 0.3%
Value ($000) $6,013 Shares 24,364 Est. Cost $105.00 Unrealized +149.1%
INTERPUBLIC GROUP COS INC 0.3%
Value ($000) $5,953 Shares 212,451 Est. Cost $18.56 Unrealized +53.7%
SJM SMUCKER J M CO 0.3%
Value ($000) $5,900 Shares 53,581 Est. Cost $96.15 Unrealized +14.4%
MDT MEDTRONIC PLC 0.3%
Value ($000) $5,707 Shares 71,441 Est. Cost $73.45 Unrealized +14.2%
CAT CATERPILLAR INC 0.3%
Value ($000) $5,673 Shares 15,639 Est. Cost $199.35 Unrealized +91.5%
APO APOLLO GLOBAL MGMT INC 0.3%
Value ($000) $5,663 Shares 34,287 Est. Cost $105.89 Unrealized +47.3%
META META PLATFORMS INC 0.3%
Value ($000) $5,645 Shares 9,641 Est. Cost $278.16 Unrealized +110.2%
ACWX ISHARES TR 0.3%
Value ($000) $5,575 Shares 106,880 Est. Cost $42.43 Unrealized
AZN ASTRAZENECA PLC 0.3%
Value ($000) $5,483 Shares 83,689 Est. Cost $66.97 Unrealized
SBUX STARBUCKS CORP 0.3%
Value ($000) $5,437 Shares 59,579 Est. Cost $85.68 Unrealized +9.6%
ANET ARISTA NETWORKS INC 0.3%
Value ($000) $5,376 Shares 48,637 Est. Cost $102.84 Unrealized 0.0%
TGT TARGET CORP 0.3%
Value ($000) $5,353 Shares 39,599 Est. Cost $60.10 Unrealized +127.4%
HD HOME DEPOT INC 0.3%
Value ($000) $5,295 Shares 13,612 Est. Cost $291.50 Unrealized +36.3%
IGIB ISHARES TR 0.3%
Value ($000) $5,281 Shares 102,530 Est. Cost $56.02 Unrealized
UNP UNION PAC CORP 0.3%
Value ($000) $5,201 Shares 22,809 Est. Cost $189.68 Unrealized +21.4%
RTX RTX CORPORATION 0.3%
Value ($000) $5,195 Shares 44,897 Est. Cost $63.66 Unrealized +85.8%
HON HONEYWELL INTL INC 0.3%
Value ($000) $5,168 Shares 22,877 Est. Cost $76.51 Unrealized +166.1%
SO SOUTHERN CO 0.3%
Value ($000) $4,985 Shares 60,552 Est. Cost $47.22 Unrealized +79.0%
PFE PFIZER INC 0.3%
Value ($000) $4,884 Shares 184,109 Est. Cost $25.54 Unrealized -1.7%
TSLA TESLA INC 0.3%
Value ($000) $4,875 Shares 12,072 Est. Cost $209.71 Unrealized +53.4%
FITB FIFTH THIRD BANCORP 0.3%
Value ($000) $4,495 Shares 106,314 Est. Cost $21.14 Unrealized +103.0%
RIO RIO TINTO PLC 0.3%
Value ($000) $4,495 Shares 76,431 Est. Cost $71.63 Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $4,492 Shares 8,531 Est. Cost $118.25 Unrealized +335.2%
CI THE CIGNA GROUP 0.3%
Value ($000) $4,410 Shares 15,971 Est. Cost $223.28 Unrealized +39.5%
IJJ ISHARES TR 0.3%
Value ($000) $4,336 Shares 34,699 Est. Cost $108.25 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $4,259 Shares 14,351 Est. Cost $67.25 Unrealized +321.7%
JCI JOHNSON CTLS INTL PLC 0.2%
Value ($000) $4,179 Shares 52,948 Est. Cost $33.31 Unrealized +137.9%
BWA BORGWARNER INC 0.2%
Value ($000) $4,129 Shares 129,896 Est. Cost $29.69 Unrealized +12.7%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $4,086 Shares 6 Est. Cost $692527.00 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC 0.2%
Value ($000) $4,051 Shares 50,460 Est. Cost $73.16 Unrealized +20.3%
CTVA CORTEVA INC 0.2%
Value ($000) $4,026 Shares 70,689 Est. Cost $33.23 Unrealized +75.8%
ZTS ZOETIS INC 0.2%
Value ($000) $3,901 Shares 23,940 Est. Cost $107.53 Unrealized +64.0%
IQV IQVIA HLDGS INC 0.2%
Value ($000) $3,882 Shares 19,754 Est. Cost $101.62 Unrealized +107.5%
ULTA ULTA BEAUTY INC 0.2%
Value ($000) $3,822 Shares 8,788 Est. Cost $405.35 Unrealized -4.4%
THG HANOVER INS GROUP INC 0.2%
Value ($000) $3,778 Shares 24,430 Est. Cost $52.63 Unrealized +187.2%
NXST NEXSTAR MEDIA GROUP INC 0.2%
Value ($000) $3,711 Shares 23,490 Est. Cost $153.67 Unrealized +3.4%
EQIX EQUINIX INC 0.2%
Value ($000) $3,702 Shares 3,926 Est. Cost $480.92 Unrealized +86.6%
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $3,451 Shares 90,612 Est. Cost $32.45 Unrealized +35.7%
IWF ISHARES TR 0.2%
Value ($000) $3,424 Shares 8,525 Est. Cost $272.55 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $3,388 Shares 30,431 Est. Cost $96.28 Unrealized +7.5%
KLAC KLA CORP 0.2%
Value ($000) $3,360 Shares 5,333 Est. Cost $339.38 Unrealized +97.1%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $3,347 Shares 6,412 Est. Cost $303.43 Unrealized +71.7%
EMN EASTMAN CHEM CO 0.2%
Value ($000) $3,319 Shares 36,341 Est. Cost $97.31 Unrealized 0.0%
TMUS T-MOBILE US INC 0.2%
Value ($000) $3,318 Shares 15,031 Est. Cost $131.74 Unrealized +69.6%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $3,313 Shares 46,218 Est. Cost $55.92 Unrealized +34.2%
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $3,156 Shares 35,337 Est. Cost $30.04 Unrealized +193.0%
GLW CORNING INC 0.2%
Value ($000) $3,128 Shares 65,816 Est. Cost $40.86 Unrealized +13.4%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $3,098 Shares 44,110 Est. Cost $32.32 Unrealized +106.3%
SCHW SCHWAB CHARLES CORP 0.2%
Value ($000) $3,096 Shares 41,831 Est. Cost $67.67 Unrealized +9.1%
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $3,035 Shares 79,151 Est. Cost $23.50 Unrealized +72.4%
EOG EOG RES INC 0.2%
Value ($000) $2,853 Shares 23,276 Est. Cost $112.47 Unrealized +9.7%
BAX BAXTER INTL INC 0.2%
Value ($000) $2,806 Shares 96,215 Est. Cost $37.29 Unrealized -11.6%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $2,695 Shares 7,661 Est. Cost $298.42 Unrealized +18.9%
VO VANGUARD INDEX FDS 0.2%
Value ($000) $2,641 Shares 10,000 Est. Cost $204.42 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $2,510 Shares 10,447 Est. Cost $151.85 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $2,261 Shares 25,577 Est. Cost $67.82 Unrealized
IWS ISHARES TR 0.1%
Value ($000) $2,193 Shares 16,959 Est. Cost $61.25 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $2,154 Shares 42,473 Est. Cost $50.78 Unrealized
IJS ISHARES TR 0.1%
Value ($000) $2,018 Shares 18,582 Est. Cost $113.91 Unrealized
PII POLARIS INC 0.1%
Value ($000) $1,972 Shares 34,224 Est. Cost $97.01 Unrealized -28.3%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $1,969 Shares 3,852 Est. Cost $321.69 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $1,885 Shares 27,611 Est. Cost $32.27 Unrealized +130.5%
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $1,871 Shares 25,700 Est. Cost $41.42 Unrealized +76.9%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.1%
Value ($000) $1,732 Shares 13,459 Est. Cost $150.56 Unrealized 0.0%
EFA ISHARES TR 0.1%
Value ($000) $1,558 Shares 20,608 Est. Cost $63.74 Unrealized
VEEV VEEVA SYS INC 0.1%
Value ($000) $1,519 Shares 7,225 Est. Cost $197.66 Unrealized +11.3%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $1,507 Shares 5,201 Est. Cost $135.70 Unrealized
TLT ISHARES TR 0.1%
Value ($000) $1,345 Shares 15,401 Est. Cost $116.87 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $1,289 Shares 3,699 Est. Cost $178.96 Unrealized +91.9%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $1,274 Shares 17,719 Est. Cost $70.49 Unrealized
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $1,203 Shares 12,995 Est. Cost $64.52 Unrealized +52.4%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $1,189 Shares 4,061 Est. Cost $174.84 Unrealized +64.7%
GOOGL ALPHABET INC 0.1%
Value ($000) $1,181 Shares 6,237 Est. Cost $114.72 Unrealized +51.8%
ORCL ORACLE CORP 0.1%
Value ($000) $1,139 Shares 6,838 Est. Cost $61.83 Unrealized +184.4%
MCD MCDONALDS CORP 0.1%
Value ($000) $1,106 Shares 3,815 Est. Cost $144.14 Unrealized +101.3%
AGZ ISHARES TR 0.1%
Value ($000) $1,094 Shares 10,132 Est. Cost $112.91 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $1,049 Shares 4,471 Est. Cost $113.57 Unrealized +118.8%
VGT VANGUARD WORLD FD 0.1%
Value ($000) $1,031 Shares 1,659 Est. Cost $323.94 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $961 Shares 9,307 Est. Cost $84.62 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $949 Shares 7,656 Est. Cost $54.56 Unrealized +118.2%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $878 Shares 4,430 Est. Cost $117.02 Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $861 Shares 4,856 Est. Cost $46.65 Unrealized +267.0%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $845 Shares 9,863 Est. Cost $44.33 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $832 Shares 7,353 Est. Cost $86.04 Unrealized +31.7%
FMAO FARMERS & MERCHANTS BANCORP 0.0%
Value ($000) $812 Shares 27,564 Est. Cost $19.47 Unrealized +47.0%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $771 Shares 1,915 Est. Cost $241.68 Unrealized +91.8%
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $770 Shares 6,687 Est. Cost $80.91 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $747 Shares 15,462 Est. Cost $28.54 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $734 Shares 1,363 Est. Cost $433.55 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $732 Shares 4,111 Est. Cost $116.73 Unrealized
DGII DIGI INTL INC 0.0%
Value ($000) $706 Shares 23,350 Est. Cost $18.78 Unrealized +65.9%
FELE FRANKLIN ELEC INC 0.0%
Value ($000) $688 Shares 7,055 Est. Cost $102.55 Unrealized 0.0%
IEF ISHARES TR 0.0%
Value ($000) $680 Shares 7,351 Est. Cost $98.13 Unrealized
IEFA ISHARES TR 0.0%
Value ($000) $670 Shares 9,534 Est. Cost $70.61 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $668 Shares 12,587 Est. Cost $51.93 Unrealized +6.7%
DBEF DBX ETF TR 0.0%
Value ($000) $653 Shares 15,774 Est. Cost $29.77 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $633 Shares 14,362 Est. Cost $40.18 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $628 Shares 9,370 Est. Cost $67.03 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $619 Shares 2,662 Est. Cost $72.79 Unrealized
IGV ISHARES TR 0.0%
Value ($000) $615 Shares 6,145 Est. Cost $110.88 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $591 Shares 5,598 Est. Cost $103.44 Unrealized +2.5%
FAST FASTENAL CO 0.0%
Value ($000) $579 Shares 8,050 Est. Cost $22.97 Unrealized +66.1%
BA BOEING CO 0.0%
Value ($000) $569 Shares 3,213 Est. Cost $118.22 Unrealized +32.7%
MMM 3M CO 0.0%
Value ($000) $562 Shares 4,350 Est. Cost $80.00 Unrealized +60.5%
SNA SNAP ON INC 0.0%
Value ($000) $553 Shares 1,628 Est. Cost $193.04 Unrealized +69.6%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $552 Shares 1,612 Est. Cost $155.44 Unrealized +113.9%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $550 Shares 2,452 Est. Cost $141.88 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $542 Shares 2,315 Est. Cost $147.13 Unrealized +66.9%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $536 Shares 2,114 Est. Cost $189.50 Unrealized
BLK BLACKROCK INC 0.0%
Value ($000) $523 Shares 510 Est. Cost $991.05 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $514 Shares 2,546 Est. Cost $162.61 Unrealized +29.8%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $504 Shares 3,666 Est. Cost $68.91 Unrealized
AON AON PLC 0.0%
Value ($000) $498 Shares 1,386 Est. Cost $185.48 Unrealized +96.9%
VONE VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $489 Shares 1,834 Est. Cost $204.78 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $488 Shares 3,980 Est. Cost $100.75 Unrealized +28.2%
CVS CVS HEALTH CORP 0.0%
Value ($000) $487 Shares 10,850 Est. Cost $53.18 Unrealized +0.9%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $484 Shares 1,838 Est. Cost $230.90 Unrealized +22.1%
AAXJ ISHARES TR 0.0%
Value ($000) $483 Shares 6,693 Est. Cost $58.55 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $476 Shares 2,596 Est. Cost $90.13 Unrealized +120.1%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $470 Shares 2,669 Est. Cost $135.93 Unrealized +46.4%
VHT VANGUARD WORLD FD 0.0%
Value ($000) $461 Shares 1,817 Est. Cost $174.90 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $430 Shares 2,655 Est. Cost $138.34 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $426 Shares 819 Est. Cost $430.75 Unrealized +27.1%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $416 Shares 4,672 Est. Cost $80.98 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $412 Shares 1,863 Est. Cost $166.00 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $410 Shares 2,078 Est. Cost $137.47 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $408 Shares 6,050 Est. Cost $26.01 Unrealized +147.7%
CR CRANE COMPANY 0.0%
Value ($000) $405 Shares 2,672 Est. Cost $79.52 Unrealized +106.2%
VONV VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $400 Shares 4,929 Est. Cost $82.37 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $392 Shares 6,295 Est. Cost $55.68 Unrealized +13.3%
ITOT ISHARES TR 0.0%
Value ($000) $382 Shares 2,971 Est. Cost $115.30 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $382 Shares 2,022 Est. Cost $176.79 Unrealized +18.9%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $378 Shares 2,870 Est. Cost $60.29 Unrealized
GTLS CHART INDS INC 0.0%
Value ($000) $371 Shares 1,942 Est. Cost $106.10 Unrealized +51.4%
CB CHUBB LIMITED 0.0%
Value ($000) $370 Shares 1,340 Est. Cost $222.31 Unrealized +26.6%
SYK STRYKER CORPORATION 0.0%
Value ($000) $365 Shares 1,015 Est. Cost $240.51 Unrealized +52.3%
IVE ISHARES TR 0.0%
Value ($000) $363 Shares 1,900 Est. Cost $190.88 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $362 Shares 3,503 Est. Cost $76.99 Unrealized +38.2%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $341 Shares 832 Est. Cost $410.44 Unrealized
CSX CSX CORP 0.0%
Value ($000) $341 Shares 10,565 Est. Cost $23.64 Unrealized +42.5%
VOX VANGUARD WORLD FD 0.0%
Value ($000) $338 Shares 2,184 Est. Cost $106.03 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $330 Shares 3,332 Est. Cost $69.35 Unrealized +47.5%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $330 Shares 8,802 Est. Cost $42.77 Unrealized -6.5%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $328 Shares 5,709 Est. Cost $50.14 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $315 Shares 3,249 Est. Cost $96.90 Unrealized
GSIE GOLDMAN SACHS ETF TR 0.0%
Value ($000) $312 Shares 9,370 Est. Cost $27.24 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $310 Shares 2,431 Est. Cost $128.05 Unrealized
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $304 Shares 1,330 Est. Cost $163.58 Unrealized +24.8%
IWP ISHARES TR 0.0%
Value ($000) $289 Shares 2,277 Est. Cost $91.05 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $283 Shares 1,445 Est. Cost $182.59 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $278 Shares 663 Est. Cost $384.29 Unrealized +16.8%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $273 Shares 8,889 Est. Cost $22.24 Unrealized +37.9%
EPAM EPAM SYS INC 0.0%
Value ($000) $273 Shares 1,167 Est. Cost $161.19 Unrealized +38.0%
IEMG ISHARES INC 0.0%
Value ($000) $271 Shares 5,180 Est. Cost $52.22 Unrealized
FRME FIRST MERCHANTS CORP 0.0%
Value ($000) $270 Shares 6,765 Est. Cost $38.77 Unrealized 0.0%
PSX PHILLIPS 66 0.0%
Value ($000) $264 Shares 2,320 Est. Cost $115.58 Unrealized +5.6%
AMGN AMGEN INC 0.0%
Value ($000) $263 Shares 1,010 Est. Cost $258.40 Unrealized +10.7%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $263 Shares 1,159 Est. Cost $216.08 Unrealized +4.2%
MPC MARATHON PETE CORP 0.0%
Value ($000) $259 Shares 1,854 Est. Cost $78.84 Unrealized +88.8%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $257 Shares 1,519 Est. Cost $169.30 Unrealized
JIRE J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $254 Shares 4,343 Est. Cost $50.06 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $252 Shares 682 Est. Cost $449.48 Unrealized -8.9%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $240 Shares 3,059 Est. Cost $74.43 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $238 Shares 2,620 Est. Cost $81.33 Unrealized +14.4%
PAYX PAYCHEX INC 0.0%
Value ($000) $229 Shares 1,630 Est. Cost $121.91 Unrealized +12.6%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $222 Shares 7,240 Est. Cost $26.86 Unrealized +15.3%
IWY ISHARES TR 0.0%
Value ($000) $217 Shares 924 Est. Cost $235.27 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $217 Shares 1,799 Est. Cost $118.87 Unrealized +21.1%
BP BP PLC 0.0%
Value ($000) $214 Shares 7,237 Est. Cost $26.81 Unrealized