OLD POINT TRUST & FINANCIAL SERVICES N A Diversified Active

CIK: 0001102256 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 11, 2025

Total Value ($000): $284,930 (100.0% shares, 0.0% debt)

Holdings (337)

MSFT MICROSOFT CORP 5.5%
Value ($000) $15,719 Shares 37,292 Est. Cost $35.99 Unrealized +1073.6%
AAPL APPLE INC 4.4%
Value ($000) $12,403 Shares 49,528 Est. Cost $101.17 Unrealized +131.8%
COP CONOCOPHILLIPS 3.6%
Value ($000) $10,225 Shares 103,109 Est. Cost $57.01 Unrealized +79.5%
XOM EXXON MOBIL CORPORATION 3.4%
Value ($000) $9,659 Shares 89,796 Est. Cost $58.21 Unrealized +93.0%
PG PROCTER & GAMBLE CO. 3.2%
Value ($000) $9,071 Shares 54,105 Est. Cost $64.63 Unrealized +156.4%
PLTR PALANTIR TECHNOLOGIES INC - A 3.1%
Value ($000) $8,968 Shares 118,579 Est. Cost $17.53 Unrealized +232.2%
BX BLACKSTONE INC 3.0%
Value ($000) $8,482 Shares 49,195 Est. Cost $43.45 Unrealized +288.4%
ACN ACCENTURE PLC CL A 2.9%
Value ($000) $8,187 Shares 23,273 Est. Cost $74.96 Unrealized +373.2%
PEP PEPSICO INC 2.8%
Value ($000) $8,000 Shares 52,613 Est. Cost $56.53 Unrealized +176.9%
CSCO CISCO SYSTEMS 2.7%
Value ($000) $7,796 Shares 131,685 Est. Cost $17.36 Unrealized +219.0%
RTX RTX CORPORATION 2.6%
Value ($000) $7,548 Shares 65,223 Est. Cost $55.60 Unrealized +112.7%
AMZN AMAZON.COM INC 2.6%
Value ($000) $7,536 Shares 34,351 Est. Cost $125.79 Unrealized +62.6%
TFC TRUIST FINANCIAL CORP 2.5%
Value ($000) $7,222 Shares 166,484 Est. Cost $38.52 Unrealized +9.9%
JNJ JOHNSON & JOHNSON 2.5%
Value ($000) $7,153 Shares 49,460 Est. Cost $73.62 Unrealized +103.2%
OLD POINT FINANCIAL CORPORATIO 2.4%
Value ($000) $6,865 Shares 263,439 Est. Cost $6929.13 Unrealized
AMGN AMGEN INC 2.2%
Value ($000) $6,374 Shares 24,454 Est. Cost $105.48 Unrealized +171.2%
SO SOUTHERN CO 2.2%
Value ($000) $6,339 Shares 77,003 Est. Cost $31.24 Unrealized +170.5%
KMI KINDER MORGAN INC 2.0%
Value ($000) $5,571 Shares 203,310 Est. Cost $12.58 Unrealized +97.8%
NEE NEXTERA ENERGY INC 1.9%
Value ($000) $5,426 Shares 75,683 Est. Cost $57.92 Unrealized +29.5%
ENB ENBRIDGE INC 1.8%
Value ($000) $5,048 Shares 118,980 Est. Cost $24.38 Unrealized +60.8%
NSC NORFOLK SOUTHERN CORP. 1.7%
Value ($000) $4,949 Shares 21,086 Est. Cost $115.70 Unrealized +114.7%
ECL ECOLAB INC 1.7%
Value ($000) $4,914 Shares 20,970 Est. Cost $122.33 Unrealized +100.7%
VZ VERIZON COMMUNICATIONS 1.4%
Value ($000) $4,009 Shares 100,253 Est. Cost $30.35 Unrealized +29.8%
LMT LOCKHEED MARTIN CORP 1.4%
Value ($000) $3,990 Shares 8,211 Est. Cost $120.08 Unrealized +339.0%
GOOGL ALPHABET INC - CL A 1.2%
Value ($000) $3,330 Shares 17,590 Est. Cost $140.78 Unrealized +23.7%
IBM INTERNATIONAL BUSINESS MACHINE 1.2%
Value ($000) $3,329 Shares 15,145 Est. Cost $108.57 Unrealized +99.2%
D DOMINION ENERGY INC 1.1%
Value ($000) $3,259 Shares 60,510 Est. Cost $49.96 Unrealized +8.2%
UPS UNITED PARCEL SERVICE CL B 1.0%
Value ($000) $2,985 Shares 23,672 Est. Cost $91.07 Unrealized +34.3%
VBR VANGUARD SMALL-CAP VALUE ETF 1.0%
Value ($000) $2,861 Shares 14,437 Est. Cost $198.18 Unrealized
SYY SYSCO CORP 1.0%
Value ($000) $2,796 Shares 36,566 Est. Cost $33.71 Unrealized +119.4%
KO COCA-COLA CO 0.9%
Value ($000) $2,476 Shares 39,773 Est. Cost $48.09 Unrealized +31.2%
FNDF SCHWAB FUNDAMENTAL INTL L/C 0.9%
Value ($000) $2,454 Shares 73,886 Est. Cost $33.21 Unrealized
ETN EATON CORP PLC 0.9%
Value ($000) $2,423 Shares 7,302 Est. Cost $75.65 Unrealized +358.8%
HPE HEWLETT PACKARD ENTERPRISE CO 0.8%
Value ($000) $2,209 Shares 103,480 Est. Cost $10.73 Unrealized +90.5%
YUM YUM! BRANDS INC 0.7%
Value ($000) $2,060 Shares 15,357 Est. Cost $53.55 Unrealized +147.0%
WY WEYERHAEUSER CO 0.7%
Value ($000) $2,006 Shares 71,245 Est. Cost $23.21 Unrealized +29.6%
MRK MERCK & CO INC NEW 0.6%
Value ($000) $1,850 Shares 18,592 Est. Cost $50.42 Unrealized +95.7%
INTC INTEL CORP 0.6%
Value ($000) $1,827 Shares 91,134 Est. Cost $20.07 Unrealized +12.3%
V VISA INC - CLASS A SHARES 0.6%
Value ($000) $1,778 Shares 5,626 Est. Cost $244.75 Unrealized +21.9%
PFE PFIZER, INC 0.6%
Value ($000) $1,726 Shares 65,073 Est. Cost $22.68 Unrealized +10.8%
TGT TARGET CORP 0.6%
Value ($000) $1,712 Shares 12,667 Est. Cost $64.32 Unrealized +112.5%
GE GE AEROSPACE 0.6%
Value ($000) $1,580 Shares 9,471 Est. Cost $81.63 Unrealized +117.0%
T AT&T INC 0.5%
Value ($000) $1,548 Shares 68,002 Est. Cost $16.25 Unrealized +32.4%
BDX BECTON DICKINSON & CO 0.5%
Value ($000) $1,536 Shares 6,771 Est. Cost $230.75 Unrealized -2.4%
MAR MARRIOTT INTERNATIONAL INC NEW 0.5%
Value ($000) $1,495 Shares 5,360 Est. Cost $222.54 Unrealized +22.0%
ULTA ULTA BEAUTY INC 0.5%
Value ($000) $1,480 Shares 3,402 Est. Cost $445.22 Unrealized -13.0%
PM PHILIP MORRIS INTERNATIONAL IN 0.5%
Value ($000) $1,475 Shares 12,260 Est. Cost $53.75 Unrealized +124.4%
BKR BAKER HUGHES CO 0.5%
Value ($000) $1,337 Shares 32,597 Est. Cost $27.56 Unrealized +43.0%
VOO VANGUARD S&P 500 ETF 0.5%
Value ($000) $1,306 Shares 2,423 Est. Cost $538.81 Unrealized
CRM SALESFORCE INC 0.4%
Value ($000) $1,261 Shares 3,772 Est. Cost $267.29 Unrealized +18.5%
QQQ INVESCO QQQ TRUST SERIES 1 0.4%
Value ($000) $1,218 Shares 2,382 Est. Cost $511.23 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.4%
Value ($000) $1,204 Shares 5,330 Est. Cost $97.44 Unrealized +108.9%
CVX CHEVRON CORP 0.4%
Value ($000) $1,186 Shares 8,191 Est. Cost $101.65 Unrealized +43.1%
WMT WALMART INC 0.4%
Value ($000) $1,124 Shares 12,444 Est. Cost $57.23 Unrealized +49.9%
JPM JP MORGAN CHASE & CO 0.4%
Value ($000) $1,080 Shares 4,506 Est. Cost $152.39 Unrealized +49.6%
CB CHUBB CORP 0.4%
Value ($000) $1,080 Shares 3,907 Est. Cost $239.99 Unrealized +17.2%
TROW T ROWE PRICE GROUP INC 0.4%
Value ($000) $1,070 Shares 9,465 Est. Cost $72.68 Unrealized +50.0%
BRK/B BERKSHIRE HATHAWAY INC CL B NE 0.4%
Value ($000) $1,021 Shares 2,252 Est. Cost $298.18 Unrealized +54.9%
WRB WR BERKLEY CORP 0.4%
Value ($000) $998 Shares 17,055 Est. Cost $51.53 Unrealized +12.3%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $980 Shares 7,477 Est. Cost $78.18 Unrealized +66.4%
DE DEERE & CO 0.3%
Value ($000) $964 Shares 2,276 Est. Cost $373.02 Unrealized +11.0%
A AGILENT TECHNOLOGIES INC 0.3%
Value ($000) $947 Shares 7,051 Est. Cost $127.64 Unrealized +6.5%
ORCL ORACLE CORP 0.3%
Value ($000) $926 Shares 5,558 Est. Cost $70.41 Unrealized +149.7%
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $923 Shares 20,998 Est. Cost $31.08 Unrealized +37.8%
BMY BRISTOL-MYERS SQUIBB CO. 0.3%
Value ($000) $914 Shares 16,161 Est. Cost $45.53 Unrealized +15.5%
RY ROYAL BK CDA MONTREAL QUE COM 0.3%
Value ($000) $904 Shares 7,500 Est. Cost $88.10 Unrealized +40.1%
BSCR INVESCO BULLETSHARES 2027 0.3%
Value ($000) $891 Shares 45,756 Est. Cost $19.48 Unrealized
DIS WALT DISNEY CO/THE 0.3%
Value ($000) $873 Shares 7,842 Est. Cost $122.24 Unrealized -15.3%
MPC MARATHON PETROLEUM CORP 0.3%
Value ($000) $868 Shares 6,225 Est. Cost $57.70 Unrealized +158.0%
NVDA NVIDIA CORP 0.3%
Value ($000) $779 Shares 5,800 Est. Cost $94.33 Unrealized +46.1%
FOX FOX CORP - CLASS B 0.3%
Value ($000) $746 Shares 16,305 Est. Cost $28.96 Unrealized +44.0%
TOWN TOWNEBANK 0.3%
Value ($000) $745 Shares 21,887 Est. Cost $27.56 Unrealized +26.2%
INVESCO BULLETSH 2025 0.3%
Value ($000) $720 Shares 34,855 Est. Cost $20.65 Unrealized
BSCS INVESCO BULLETSHARES 2028 0.2%
Value ($000) $712 Shares 35,352 Est. Cost $20.13 Unrealized
ELV ELEVANCE HEALTH INC 0.2%
Value ($000) $703 Shares 1,907 Est. Cost $474.15 Unrealized -13.7%
GLD SPDR GOLD TRUST 0.2%
Value ($000) $668 Shares 2,759 Est. Cost $178.27 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $656 Shares 12,549 Est. Cost $22.48 Unrealized +117.2%
IWF ISHARES RUSSELL 1000 GROWTH ET 0.2%
Value ($000) $643 Shares 1,602 Est. Cost $401.58 Unrealized
BSCQ INVESCO BULLETSHARES 2026 0.2%
Value ($000) $598 Shares 30,758 Est. Cost $19.43 Unrealized
HSY HERSHEY COMPANY 0.2%
Value ($000) $549 Shares 3,240 Est. Cost $180.08 Unrealized -4.0%
DVN DEVON ENERGY CORPORATION NEW 0.2%
Value ($000) $543 Shares 16,575 Est. Cost $37.83 Unrealized -3.7%
FSLR FIRST SOLAR INC 0.2%
Value ($000) $536 Shares 3,040 Est. Cost $84.57 Unrealized +135.4%
CBRE CBRE GROUP INC 0.2%
Value ($000) $510 Shares 3,883 Est. Cost $89.55 Unrealized +46.2%
IAU ISHARES GOLD TRUST NEW 0.2%
Value ($000) $507 Shares 10,250 Est. Cost $49.51 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $491 Shares 4,309 Est. Cost $72.72 Unrealized +67.8%
PPG PPG INDUSTRIES, INC. 0.2%
Value ($000) $484 Shares 4,050 Est. Cost $77.91 Unrealized +56.0%
ABT ABBOTT LABORATORIES 0.2%
Value ($000) $470 Shares 4,155 Est. Cost $104.57 Unrealized +8.4%
GEV GE VERNOVA LLC COM 0.2%
Value ($000) $464 Shares 1,410 Est. Cost $158.10 Unrealized +97.3%
BAX BAXTER INTL INC 0.2%
Value ($000) $462 Shares 15,839 Est. Cost $38.78 Unrealized -15.0%
GPC GENUINE PARTS CO 0.2%
Value ($000) $451 Shares 3,860 Est. Cost $138.30 Unrealized -13.1%
CSX CSX CORP 0.2%
Value ($000) $449 Shares 13,900 Est. Cost $33.84 Unrealized -0.5%
CAT CATERPILLAR INC 0.2%
Value ($000) $441 Shares 1,217 Est. Cost $213.85 Unrealized +78.5%
ADI ANALOG DEVICES INC 0.2%
Value ($000) $432 Shares 2,035 Est. Cost $160.34 Unrealized +35.2%
MMM 3M CO 0.1%
Value ($000) $426 Shares 3,302 Est. Cost $71.73 Unrealized +79.0%
MDLZ MONDELEZ INTERNATIONAL, INC 0.1%
Value ($000) $354 Shares 5,922 Est. Cost $33.38 Unrealized +90.6%
HD HOME DEPOT INC. 0.1%
Value ($000) $347 Shares 891 Est. Cost $121.29 Unrealized +227.5%
ABBV ABBVIE INC 0.1%
Value ($000) $346 Shares 1,949 Est. Cost $108.12 Unrealized +64.1%
DHR DANAHER CORP 0.1%
Value ($000) $338 Shares 1,471 Est. Cost $231.72 Unrealized +5.3%
MCD MCDONALDS CORP 0.1%
Value ($000) $337 Shares 1,164 Est. Cost $165.49 Unrealized +75.4%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $337 Shares 588 Est. Cost $317.74 Unrealized +71.5%
QCOM QUALCOMM INC 0.1%
Value ($000) $328 Shares 2,136 Est. Cost $151.68 Unrealized +5.2%
IUSV iShares Core S&P US Value ETF 0.1%
Value ($000) $328 Shares 3,540 Est. Cost $92.59 Unrealized
NKE NIKE, INC. 0.1%
Value ($000) $310 Shares 4,097 Est. Cost $51.50 Unrealized +48.5%
META META PLATFORMS INC 0.1%
Value ($000) $309 Shares 527 Est. Cost $386.46 Unrealized +51.3%
IVV ISHARES S&P 500 INDEX FUND ETF 0.1%
Value ($000) $304 Shares 517 Est. Cost $588.68 Unrealized
UNH UNITED HEALTH GROUP INC 0.1%
Value ($000) $301 Shares 595 Est. Cost $457.25 Unrealized +20.9%
CLX CLOROX CO 0.1%
Value ($000) $300 Shares 1,850 Est. Cost $105.93 Unrealized +48.6%
VIG VANGUARD DIVIDEND APPRECIATION 0.1%
Value ($000) $288 Shares 1,470 Est. Cost $195.83 Unrealized
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $264 Shares 1,042 Est. Cost $146.38 Unrealized +75.8%
LOW LOWES COMPANIES 0.1%
Value ($000) $259 Shares 1,049 Est. Cost $189.75 Unrealized +37.8%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.1%
Value ($000) $257 Shares 452 Est. Cost $569.58 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $252 Shares 625 Est. Cost $202.31 Unrealized +59.0%
IEFA ISHARES TR CORE MSCI EAFE ETF 0.1%
Value ($000) $250 Shares 3,555 Est. Cost $70.28 Unrealized
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $224 Shares 1,200 Est. Cost $156.66 Unrealized +3.8%
AMD ADVANCED MICRO DEVICS 0.1%
Value ($000) $219 Shares 1,810 Est. Cost $121.62 Unrealized +18.3%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $215 Shares 4,246 Est. Cost $64.57 Unrealized -19.8%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $208 Shares 1,700 Est. Cost $123.69 Unrealized +4.4%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $206 Shares 225 Est. Cost $613.39 Unrealized +50.4%
IBTG iShares iBonds Dec 2026 Term T 0.1%
Value ($000) $184 Shares 8,050 Est. Cost $22.88 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $183 Shares 830 Est. Cost $220.96 Unrealized
FRT FEDERAL RLTY INVT TR NEW 0.1%
Value ($000) $181 Shares 1,616 Est. Cost $86.64 Unrealized +23.5%
BSCT INVESCO BULLETSHARES 2029 0.1%
Value ($000) $180 Shares 9,823 Est. Cost $18.34 Unrealized
IDEV iShares Core MSCI Internationa 0.1%
Value ($000) $179 Shares 2,780 Est. Cost $64.47 Unrealized
MOS MOSAIC CO/THE 0.1%
Value ($000) $177 Shares 7,200 Est. Cost $28.74 Unrealized -12.3%
CL COLGATE PALMOLIVE CO. 0.1%
Value ($000) $176 Shares 1,941 Est. Cost $71.73 Unrealized +29.8%
ALB ALBEMARLE CORP 0.1%
Value ($000) $170 Shares 1,980 Est. Cost $130.91 Unrealized -25.7%
CMCSA COMCAST CORP CL A 0.1%
Value ($000) $163 Shares 4,338 Est. Cost $38.16 Unrealized +4.8%
IBTH iShares iBonds Dec 2027 Term T 0.1%
Value ($000) $162 Shares 7,300 Est. Cost $22.38 Unrealized
VICI VICI PROPERTIES INC 0.1%
Value ($000) $150 Shares 5,150 Est. Cost $27.10 Unrealized +8.9%
LLY LILLY (ELI) & CO. 0.1%
Value ($000) $145 Shares 188 Est. Cost $575.10 Unrealized +42.8%
CP CANADIAN PACIFIC KANSAS CITY L 0.1%
Value ($000) $145 Shares 2,000 Est. Cost $72.13 Unrealized +6.0%
VCIT VANGUARD INTERMED TRM CORP BD 0.1%
Value ($000) $144 Shares 1,797 Est. Cost $80.27 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $143 Shares 1,569 Est. Cost $91.97 Unrealized +2.1%
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $142 Shares 5,076 Est. Cost $28.92 Unrealized -1.4%
IJJ ISHARES S&P MID-CAP 400 VALUE 0.0%
Value ($000) $133 Shares 1,062 Est. Cost $124.96 Unrealized
BSV VANGUARD SHORT - TERM BOND ETF 0.0%
Value ($000) $129 Shares 1,672 Est. Cost $77.27 Unrealized
VGIT VANGUARD INTERME 0.0%
Value ($000) $126 Shares 2,180 Est. Cost $58.12 Unrealized
WAB WABTEC CORP COM 0.0%
Value ($000) $126 Shares 664 Est. Cost $137.58 Unrealized +39.9%
SYK STRYKER CORP 0.0%
Value ($000) $120 Shares 332 Est. Cost $274.84 Unrealized +33.3%
DUK DUKE ENERGY CORP NEW COM 0.0%
Value ($000) $117 Shares 1,082 Est. Cost $83.85 Unrealized +29.8%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $116 Shares 248 Est. Cost $452.04 Unrealized +9.1%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $112 Shares 1,500 Est. Cost $119.61 Unrealized -42.6%
MSM MSC INDUSTRIAL DIRECT CO-A 0.0%
Value ($000) $112 Shares 1,500 Est. Cost $98.05 Unrealized -15.9%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $111 Shares 1,425 Est. Cost $71.66 Unrealized +18.4%
CI CIGNA GROUP 0.0%
Value ($000) $106 Shares 385 Est. Cost $280.77 Unrealized +10.9%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $102 Shares 9,605 Est. Cost $7.83 Unrealized +18.7%
TRV TRAVELERS COMPANIES INC/THE 0.0%
Value ($000) $101 Shares 420 Est. Cost $166.66 Unrealized +46.9%
PLD PROLOGIS INC 0.0%
Value ($000) $99 Shares 932 Est. Cost $105.61 Unrealized +4.3%
AFL AFLAC INC 0.0%
Value ($000) $98 Shares 943 Est. Cost $76.99 Unrealized +38.2%
MA MASTERCARD INC - CLASS A 0.0%
Value ($000) $97 Shares 185 Est. Cost $442.10 Unrealized +16.4%
SIVR ABERDEEN STD SILVER ETF TR 0.0%
Value ($000) $96 Shares 3,500 Est. Cost $27.57 Unrealized
SONY SONY CORP 0.0%
Value ($000) $93 Shares 4,400 Est. Cost $34.08 Unrealized
TSCO TRACTOR SUPPLY COMPANY 0.0%
Value ($000) $92 Shares 1,725 Est. Cost $52.84 Unrealized +4.9%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $90 Shares 302 Est. Cost $202.90 Unrealized +39.8%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $89 Shares 850 Est. Cost $89.26 Unrealized +16.6%
TXT TEXTRON INC 0.0%
Value ($000) $89 Shares 1,159 Est. Cost $87.67 Unrealized -4.6%
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $83 Shares 1,183 Est. Cost $47.82 Unrealized +39.4%
CEG CONSTELLATION ENERGY CORPORATI 0.0%
Value ($000) $82 Shares 366 Est. Cost $115.14 Unrealized +115.2%
AZN ASTRAZENECA PLC-SPONS ADR 0.0%
Value ($000) $80 Shares 1,225 Est. Cost $67.38 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value ($000) $77 Shares 262 Est. Cost $222.04 Unrealized +29.7%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $75 Shares 8,091 Est. Cost $81.27 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $75 Shares 1,666 Est. Cost $65.91 Unrealized -18.6%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $73 Shares 388 Est. Cost $222.46 Unrealized -5.5%
FDX FEDEX CORPORATION 0.0%
Value ($000) $70 Shares 250 Est. Cost $241.81 Unrealized +12.4%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $70 Shares 347 Est. Cost $162.45 Unrealized +30.0%
AWK AMERICAN WATER WORKS INC 0.0%
Value ($000) $69 Shares 557 Est. Cost $120.02 Unrealized +9.5%
SPEM SPDR INDEX SHARES EMERG 0.0%
Value ($000) $67 Shares 1,742 Est. Cost $38.37 Unrealized
WAFD WASHINGTON FEDERAL INC 0.0%
Value ($000) $65 Shares 2,020 Est. Cost $25.46 Unrealized +31.5%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $64 Shares 279 Est. Cost $227.27 Unrealized +1.3%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $61 Shares 344 Est. Cost $116.77 Unrealized +46.2%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $60 Shares 662 Est. Cost $94.20 Unrealized +3.3%
VTI VANGUARD US TOTAL STOCK MARKET 0.0%
Value ($000) $60 Shares 208 Est. Cost $289.81 Unrealized
SW SMURFIT WESTROCK LIMITED 0.0%
Value ($000) $58 Shares 1,084 Est. Cost $43.84 Unrealized +12.7%
SPHY SPDR Portfolio High Yield Bond 0.0%
Value ($000) $57 Shares 2,414 Est. Cost $23.47 Unrealized
PSA PUBLIC STORAGE INC COM 0.0%
Value ($000) $55 Shares 185 Est. Cost $242.81 Unrealized +30.1%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $53 Shares 500 Est. Cost $63.86 Unrealized +52.3%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $53 Shares 700 Est. Cost $57.66 Unrealized +21.3%
SPG SIMON PROPERTY GROUP INC 0.0%
Value ($000) $52 Shares 300 Est. Cost $133.23 Unrealized +24.3%
ZTS ZOETIS INC 0.0%
Value ($000) $51 Shares 316 Est. Cost $172.86 Unrealized +2.0%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $51 Shares 1,925 Est. Cost $21.78 Unrealized
VYMI VANGUARD INT HDV 0.0%
Value ($000) $50 Shares 738 Est. Cost $67.88 Unrealized
CFFI C & F FINANCIAL CORPORATION 0.0%
Value ($000) $50 Shares 700 Est. Cost $54.77 Unrealized +21.3%
TEX TEREX CORP 0.0%
Value ($000) $49 Shares 1,054 Est. Cost $51.70 Unrealized +0.8%
USHY MFC ISHARES TR BROAD USD HI YL 0.0%
Value ($000) $47 Shares 1,288 Est. Cost $36.79 Unrealized
MTB M & T BANK CORP 0.0%
Value ($000) $47 Shares 250 Est. Cost $130.61 Unrealized +47.1%
JCPB JPMorgan Core Plus Bond ETF 0.0%
Value ($000) $46 Shares 1,006 Est. Cost $46.07 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH 0.0%
Value ($000) $46 Shares 750 Est. Cost $61.34 Unrealized
FULT FULTON FINANCIAL CORP 0.0%
Value ($000) $44 Shares 2,280 Est. Cost $12.84 Unrealized +45.2%
SHEL SHELL PLC ADR 0.0%
Value ($000) $44 Shares 701 Est. Cost $66.04 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $42 Shares 47 Est. Cost $43.65 Unrealized +88.5%
EXC EXELON CORPORATION 0.0%
Value ($000) $41 Shares 1,100 Est. Cost $35.51 Unrealized +4.9%
LIN LINDE PLC 0.0%
Value ($000) $40 Shares 95 Est. Cost $383.62 Unrealized +17.0%
AVGO BROADCOM INC COM 0.0%
Value ($000) $39 Shares 170 Est. Cost $169.92 Unrealized +7.6%
GOOG ALPHABET INC - CL C 0.0%
Value ($000) $38 Shares 200 Est. Cost $138.26 Unrealized +27.1%
iShares iBonds Dec 2025 Term T 0.0%
Value ($000) $37 Shares 1,600 Est. Cost $23.32 Unrealized
IEMG ISHARES CORE MSCI EMERGING MKT 0.0%
Value ($000) $36 Shares 698 Est. Cost $52.22 Unrealized
CINF CINCINNATI FINANCIAL CORP 0.0%
Value ($000) $36 Shares 250 Est. Cost $107.61 Unrealized +32.0%
COKE COCA COLA BOTTLING CO CONS 0.0%
Value ($000) $35 Shares 28 Est. Cost $70.13 Unrealized +76.7%
FERG FERGUSON ENTERPRISES INC 0.0%
Value ($000) $35 Shares 202 Est. Cost $197.54 Unrealized -1.5%
TSM TAIWAN SEMICONDUCTOR - SP ADR 0.0%
Value ($000) $35 Shares 177 Est. Cost $104.00 Unrealized
CRWD CROWDSTRIKE HOLDINGS INC - A 0.0%
Value ($000) $35 Shares 102 Est. Cost $209.43 Unrealized +58.8%
CTVA CORTEVA INC 0.0%
Value ($000) $34 Shares 591 Est. Cost $46.55 Unrealized +25.5%
PTNQ PACER TRENDPILOT 100 ETF 0.0%
Value ($000) $33 Shares 452 Est. Cost $74.02 Unrealized
ITOT ISHARES CORE S&P TOTAL US STOC 0.0%
Value ($000) $32 Shares 250 Est. Cost $128.62 Unrealized
OKE ONEOK INC 0.0%
Value ($000) $32 Shares 316 Est. Cost $66.73 Unrealized +45.1%
BLK BLACKROCK INC NEW COM 0.0%
Value ($000) $31 Shares 30 Est. Cost $991.05 Unrealized 0.0%
IGM ISHARES EXPANDED TECH SECTOR 0.0%
Value ($000) $31 Shares 300 Est. Cost $102.09 Unrealized
DAL DELTA AIR LINES INC 0.0%
Value ($000) $30 Shares 500 Est. Cost $40.46 Unrealized +44.1%
GPK GRAPHIC PACKAGING HOLDING CO 0.0%
Value ($000) $29 Shares 1,086 Est. Cost $22.41 Unrealized +29.1%
DOW DOW INC 0.0%
Value ($000) $29 Shares 719 Est. Cost $44.66 Unrealized -3.9%
EMB ISHARES JP MORGA 0.0%
Value ($000) $28 Shares 317 Est. Cost $89.04 Unrealized
GSK GSK PLC SPON ADS EACH REP 2 OR 0.0%
Value ($000) $28 Shares 828 Est. Cost $38.94 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $27 Shares 161 Est. Cost $169.30 Unrealized
VMC VULCAN MATERIALS CO 0.0%
Value ($000) $27 Shares 105 Est. Cost $208.58 Unrealized +27.9%
EMBC EMBECTA CORPORATION COM 0.0%
Value ($000) $27 Shares 1,297 Est. Cost $14.23 Unrealized +9.2%
GM GENERAL MOTORS CO 0.0%
Value ($000) $27 Shares 500 Est. Cost $32.83 Unrealized +57.6%
ARLP ALLIANCE RESOURCE PARTNERS 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $21.18 Unrealized
PHG KONINKLIJKE PHILIPS NV 0.0%
Value ($000) $26 Shares 1,029 Est. Cost $20.17 Unrealized
GOVT ISHARES US TREASURY BD FD ETF 0.0%
Value ($000) $26 Shares 1,118 Est. Cost $22.98 Unrealized
IBTI iShares ibonds Dec 2028 Term T 0.0%
Value ($000) $25 Shares 1,150 Est. Cost $21.90 Unrealized
HLT HILTON WORLDWIDE HOLDINGS IN 0.0%
Value ($000) $25 Shares 100 Est. Cost $195.74 Unrealized +24.7%
SCHO SCHWAB SHORT-TERM US TREAS ETF 0.0%
Value ($000) $25 Shares 1,020 Est. Cost $24.06 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $23 Shares 87 Est. Cost $234.24 Unrealized +20.4%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $23 Shares 217 Est. Cost $109.35 Unrealized -3.0%
DKNG DRAFTKINGS INC NEW CL A 0.0%
Value ($000) $22 Shares 600 Est. Cost $33.46 Unrealized +18.6%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $22 Shares 250 Est. Cost $83.05 Unrealized +14.1%
STZ CONSTELLATION BRANDS INC-A 0.0%
Value ($000) $22 Shares 100 Est. Cost $243.38 Unrealized -5.0%
APO APOLLO GLOBAL MANAGEMENT INC 0.0%
Value ($000) $22 Shares 132 Est. Cost $85.57 Unrealized +82.3%
VFC VF CORPORATION 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $17.16 Unrealized +18.7%
DELL DELL TECHNOLOGIES INC COM CL C 0.0%
Value ($000) $21 Shares 182 Est. Cost $68.27 Unrealized +80.4%
TMO THERMO FISHER SCIENTIFIC INC. 0.0%
Value ($000) $20 Shares 39 Est. Cost $480.76 Unrealized +13.9%
INTU INTUIT INC 0.0%
Value ($000) $20 Shares 32 Est. Cost $544.67 Unrealized +16.5%
UAL UNITED CONTINENTAL HOLDINGS IN 0.0%
Value ($000) $19 Shares 200 Est. Cost $42.85 Unrealized +97.3%
GLW CORNING INC 0.0%
Value ($000) $19 Shares 403 Est. Cost $27.79 Unrealized +66.8%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $19 Shares 46 Est. Cost $410.43 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $19 Shares 134 Est. Cost $111.08 Unrealized +23.6%
BXP BOSTON PROPERTIES INC 0.0%
Value ($000) $19 Shares 250 Est. Cost $59.55 Unrealized +28.1%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $19 Shares 107 Est. Cost $131.09 Unrealized
ADBE ADOBE SYS INC 0.0%
Value ($000) $18 Shares 41 Est. Cost $576.76 Unrealized -14.2%
MBB ISHARES MBS ETF 0.0%
Value ($000) $18 Shares 196 Est. Cost $91.68 Unrealized
RSP MFC INVESCO S&P500 EQUAL WEIGH 0.0%
Value ($000) $18 Shares 100 Est. Cost $175.23 Unrealized
XLE SPDR AMEX ENERGY SELECT 0.0%
Value ($000) $17 Shares 200 Est. Cost $85.66 Unrealized
SOLV SOLVENTUM CORP COM 0.0%
Value ($000) $17 Shares 250 Est. Cost $60.70 Unrealized +15.3%
FBIN FORTUNE BRANDS INNOVATIONS INC 0.0%
Value ($000) $16 Shares 239 Est. Cost $63.36 Unrealized +23.3%
MIDD MIDDLEBY CORP 0.0%
Value ($000) $16 Shares 120 Est. Cost $147.31 Unrealized -6.4%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $16 Shares 200 Est. Cost $80.71 Unrealized +9.1%
FDS FACTSET RESEARCH SYSTEMS INC 0.0%
Value ($000) $16 Shares 33 Est. Cost $440.11 Unrealized +6.6%
H HYATT HOTELS CORP CL A 0.0%
Value ($000) $16 Shares 100 Est. Cost $139.75 Unrealized +10.5%
CTSH COGNIZANT TECH SOLUTIONS-A 0.0%
Value ($000) $15 Shares 200 Est. Cost $74.12 Unrealized +3.7%
RIG TRANSOCEAN LTD 0.0%
Value ($000) $15 Shares 4,000 Est. Cost $6.69 Unrealized -37.9%
MS MORGAN STANLEY 0.0%
Value ($000) $15 Shares 119 Est. Cost $77.46 Unrealized +54.3%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $15 Shares 484 Est. Cost $30.83 Unrealized -0.5%
WMB WILLIAMS COS INC 0.0%
Value ($000) $15 Shares 269 Est. Cost $32.56 Unrealized +58.9%
LRCX LAM RESEARCH CORP NEW 0.0%
Value ($000) $14 Shares 200 Est. Cost $74.98 Unrealized 0.0%
TRP TC ENERGY CORP 0.0%
Value ($000) $14 Shares 300 Est. Cost $33.49 Unrealized +36.0%
BARRICK GOLD CORP 0.0%
Value ($000) $14 Shares 900 Est. Cost $17.28 Unrealized
ASML ASML HOLDING NV-NY REG SHS 0.0%
Value ($000) $14 Shares 20 Est. Cost $756.90 Unrealized
SCHR SCHWAB INTERMEDI 0.0%
Value ($000) $14 Shares 570 Est. Cost $24.29 Unrealized
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $14 Shares 110 Est. Cost $88.09 Unrealized +35.1%
GIS GENERAL MILLS INC 0.0%
Value ($000) $13 Shares 200 Est. Cost $59.53 Unrealized +7.6%
HDV ISHARES CORE HIG 0.0%
Value ($000) $12 Shares 109 Est. Cost $112.26 Unrealized
TJX TJX COMPANIES INC 0.0%
Value ($000) $12 Shares 100 Est. Cost $87.27 Unrealized +34.9%
CSV CARRIAGE SERVICES INC 0.0%
Value ($000) $12 Shares 300 Est. Cost $24.39 Unrealized +49.1%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $12 Shares 100 Est. Cost $95.72 Unrealized +21.9%
BNDX VANGUARD CHARLOTTE FDS INTL BD 0.0%
Value ($000) $12 Shares 238 Est. Cost $49.05 Unrealized
BCE BCE INC NEW 0.0%
Value ($000) $12 Shares 500 Est. Cost $32.46 Unrealized -19.4%
SLYV SPDR S&P 600 SMALL CAP VALUE 0.0%
Value ($000) $11 Shares 125 Est. Cost $87.25 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALU 0.0%
Value ($000) $11 Shares 100 Est. Cost $108.61 Unrealized
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $10 Shares 123 Est. Cost $57.15 Unrealized +46.8%
FE FIRSTENERGY CORP 0.0%
Value ($000) $10 Shares 263 Est. Cost $33.15 Unrealized +20.5%
UNILEVER PLC SPONSORED ADR 0.0%
Value ($000) $10 Shares 183 Est. Cost $48.48 Unrealized
VGLT VANGUARD LT TREA 0.0%
Value ($000) $10 Shares 184 Est. Cost $55.35 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $10 Shares 1,914 Est. Cost $1.42 Unrealized +386.8%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $10 Shares 128 Est. Cost $29.01 Unrealized +16.7%
KGC KINROSS GOLD CORP 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $5.44 Unrealized +81.2%
VWO VANGUARD FTSE EMERGING MARKET 0.0%
Value ($000) $9 Shares 210 Est. Cost $44.04 Unrealized
KR KROGER CO 0.0%
Value ($000) $9 Shares 150 Est. Cost $44.41 Unrealized +29.1%
MET METLIFE INC 0.0%
Value ($000) $9 Shares 110 Est. Cost $58.77 Unrealized +37.2%
SCHH SCHWAB US REIT ETF 0.0%
Value ($000) $9 Shares 412 Est. Cost $21.06 Unrealized
BN BROOKFIELD CORP VTG SHS CL A 0.0%
Value ($000) $9 Shares 150 Est. Cost $22.38 Unrealized +67.1%
SCHW CHARLES SCHWAB CORP NEW 0.0%
Value ($000) $9 Shares 116 Est. Cost $56.12 Unrealized +31.5%
MRNA MODERNA INC 0.0%
Value ($000) $8 Shares 200 Est. Cost $84.11 Unrealized -43.2%
BIV VANGUARD INTERM-TERM BD FD ETF 0.0%
Value ($000) $8 Shares 111 Est. Cost $74.73 Unrealized
AUB ATLANTIC UNION BANKSHARES CORP 0.0%
Value ($000) $8 Shares 217 Est. Cost $28.69 Unrealized +30.7%
HAL HALLIBURTON CO. 0.0%
Value ($000) $8 Shares 300 Est. Cost $36.44 Unrealized -22.4%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $8 Shares 50 Est. Cost $180.39 Unrealized -0.7%
VCSH VANGUARD-S/T COR 0.0%
Value ($000) $8 Shares 104 Est. Cost $78.01 Unrealized
HLN HALEON PLC - ADR 0.0%
Value ($000) $8 Shares 836 Est. Cost $8.33 Unrealized
TLT ISHARES 20 YR TR 0.0%
Value ($000) $8 Shares 89 Est. Cost $98.10 Unrealized
SCHG SCHWAB US LARGE CAP 0.0%
Value ($000) $8 Shares 276 Est. Cost $27.87 Unrealized
SPTL SPDR PORT LNG TRM TRSRY 0.0%
Value ($000) $8 Shares 287 Est. Cost $26.19 Unrealized
NGVT INGEVITY CORP 0.0%
Value ($000) $7 Shares 180 Est. Cost $44.95 Unrealized -7.4%
VOD VODAFONE GROUP PLC NEW - SP AD 0.0%
Value ($000) $7 Shares 854 Est. Cost $8.49 Unrealized
BHP BHP BILLITON LTD SPON ADR 0.0%
Value ($000) $7 Shares 143 Est. Cost $68.31 Unrealized
FRST PRIMIS FINANCIAL CORP 0.0%
Value ($000) $7 Shares 583 Est. Cost $8.98 Unrealized +27.4%
SRE SEMPRA ENERGY 0.0%
Value ($000) $7 Shares 76 Est. Cost $66.74 Unrealized +26.3%
MATW MATTHEWS INTL CORP-CLASS A 0.0%
Value ($000) $7 Shares 240 Est. Cost $28.51 Unrealized -15.2%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $62.05 Unrealized +15.1%
FTSM FIRST TRUST ENH SHORT MAT FD 0.0%
Value ($000) $6 Shares 100 Est. Cost $59.77 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 28 Est. Cost $179.88 Unrealized +30.4%
AIG AMERICAN INTERNATIONAL GROUP 0.0%
Value ($000) $6 Shares 79 Est. Cost $65.09 Unrealized +12.6%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $5 Shares 100 Est. Cost $57.57 Unrealized -14.5%
PIMCO HIGH INCOME FUND 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $4.86 Unrealized
SNY SANOFI-ADR 0.0%
Value ($000) $5 Shares 100 Est. Cost $49.73 Unrealized
SCHF SCHWAB INTERNATIONAL 0.0%
Value ($000) $4 Shares 242 Est. Cost $18.50 Unrealized
BA BOEING CO. 0.0%
Value ($000) $4 Shares 25 Est. Cost $168.64 Unrealized -6.9%
BABA ALIBABA GROUP HOLDING-SP ADR 0.0%
Value ($000) $4 Shares 50 Est. Cost $74.08 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $66.39 Unrealized +18.4%
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $4 Shares 351 Est. Cost $11.53 Unrealized
PRLB PROTO LABS INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $36.11 Unrealized -0.5%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $4 Shares 100 Est. Cost $51.21 Unrealized -20.9%
MLPX GLOBAL X MLP & E 0.0%
Value ($000) $4 Shares 63 Est. Cost $60.56 Unrealized
IEF ISHARES 7-10 YR TREAS BD ETF 0.0%
Value ($000) $4 Shares 41 Est. Cost $92.44 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $83.65 Unrealized -9.4%
LMND LEMONADE INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $16.81 Unrealized +89.9%
SCHM CHARLES SCHWAB US MC 0.0%
Value ($000) $3 Shares 126 Est. Cost $27.71 Unrealized
NWS NEWS CORP - CLASS B (NEW) 0.0%
Value ($000) $3 Shares 100 Est. Cost $22.32 Unrealized +34.3%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $3 Shares 100 Est. Cost $36.03 Unrealized
EWU ISHARES MSCI UNITED KINGDOM 0.0%
Value ($000) $3 Shares 85 Est. Cost $33.91 Unrealized
VTIP VANGUARD SHORT-TERM TIPS 0.0%
Value ($000) $3 Shares 59 Est. Cost $48.42 Unrealized
NEM NEWMONT MINING 0.0%
Value ($000) $3 Shares 76 Est. Cost $33.15 Unrealized +34.6%
VBK VANGUARD SM-CAP GROWTH ETF 0.0%
Value ($000) $3 Shares 10 Est. Cost $280.10 Unrealized
ACCO ACCO BRANDS CORP 0.0%
Value ($000) $2 Shares 410 Est. Cost $5.21 Unrealized -2.0%
BAM BROOKFIELD ASSET MGMT LTD CL A 0.0%
Value ($000) $2 Shares 37 Est. Cost $31.45 Unrealized +65.7%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $2 Shares 18 Est. Cost $106.56 Unrealized
MFC SOURCE CAPITAL INC STK CLO 0.0%
Value ($000) $2 Shares 41 Est. Cost $43.49 Unrealized
PCY INVESCO EMERGING MARKETS SOV D 0.0%
Value ($000) $1 Shares 64 Est. Cost $19.81 Unrealized
SIRI SIRIUS XM HLDGS INC NEW COM 0.0%
Value ($000) $1 Shares 46 Est. Cost $31.06 Unrealized -17.9%
SSYS STRATASYS LTD 0.0%
Value ($000) $1 Shares 100 Est. Cost $12.83 Unrealized -32.9%
NATL NCR ATLEOS CORP 0.0%
Value ($000) $1 Shares 19 Est. Cost $21.39 Unrealized +41.7%
VYX NCR VOYIX CORP 0.0%
Value ($000) $1 Shares 38 Est. Cost $14.40 Unrealized -3.7%
OXY/WS OCCIDENTAL PETE CORP WT EXP 08 0.0%
Value ($000) $0 Shares 12 Est. Cost $27.58 Unrealized
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $0 Shares 43 Est. Cost $4.37 Unrealized
LIDRW AEYE INC WT EXP 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $0.01 Unrealized
LAZRQ LUMINAR TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $10.57 Unrealized 0.0%
ZOSANO PHARMA CORP 0.0%
Value ($000) $0 Shares 28 Est. Cost Unrealized
CONTRA TRAWS PHARMA I RIGHT 0.0%
Value ($000) $0 Shares 166 Est. Cost Unrealized