OLD POINT TRUST & FINANCIAL SERVICES N A Diversified Active

CIK: 0001102256 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 30, 2025

Total Value ($000): $286,505

Holdings (326)

MSFT MICROSOFT CORP 6.1%
Value ($000) $17,354 Shares 34,888 Est. Cost $35.99 Unrealized +1101.5%
PLTR PALANTIR TECHNOLOGIES INC - A 3.9%
Value ($000) $11,312 Shares 82,984 Est. Cost $17.53 Unrealized +569.0%
AAPL APPLE INC 3.3%
Value ($000) $9,469 Shares 46,154 Est. Cost $101.17 Unrealized +99.1%
OLD POINT FINANCIAL CORPORATIO 3.3%
Value ($000) $9,315 Shares 237,319 Est. Cost $6929.13 Unrealized
XOM EXXON MOBIL CORPORATION 3.2%
Value ($000) $9,142 Shares 84,805 Est. Cost $58.21 Unrealized +79.5%
RTX RTX CORPORATION 3.1%
Value ($000) $8,997 Shares 61,616 Est. Cost $55.60 Unrealized +137.0%
PG PROCTER & GAMBLE CO. 3.1%
Value ($000) $8,946 Shares 56,148 Est. Cost $69.66 Unrealized +130.8%
COP CONOCOPHILLIPS 3.1%
Value ($000) $8,818 Shares 98,264 Est. Cost $57.01 Unrealized +54.4%
CSCO CISCO SYSTEMS 3.0%
Value ($000) $8,613 Shares 124,142 Est. Cost $17.36 Unrealized +247.9%
JNJ JOHNSON & JOHNSON 2.6%
Value ($000) $7,460 Shares 48,841 Est. Cost $73.62 Unrealized +104.9%
AMZN AMAZON.COM INC 2.6%
Value ($000) $7,418 Shares 33,811 Est. Cost $125.79 Unrealized +57.3%
BX BLACKSTONE INC 2.4%
Value ($000) $6,900 Shares 46,130 Est. Cost $43.45 Unrealized +210.9%
PEP PEPSICO INC 2.4%
Value ($000) $6,771 Shares 51,280 Est. Cost $56.53 Unrealized +131.8%
SO SOUTHERN CO 2.4%
Value ($000) $6,757 Shares 73,583 Est. Cost $31.24 Unrealized +181.6%
ACN ACCENTURE PLC CL A 2.4%
Value ($000) $6,757 Shares 22,607 Est. Cost $74.96 Unrealized +304.1%
TFC TRUIST FINANCIAL CORP 2.3%
Value ($000) $6,597 Shares 153,450 Est. Cost $38.52 Unrealized -1.4%
AMGN AMGEN INC 2.2%
Value ($000) $6,419 Shares 22,991 Est. Cost $105.48 Unrealized +163.3%
KMI KINDER MORGAN INC 2.0%
Value ($000) $5,722 Shares 194,610 Est. Cost $12.58 Unrealized +112.8%
ECL ECOLAB INC 1.9%
Value ($000) $5,373 Shares 19,940 Est. Cost $122.33 Unrealized +106.3%
ENB ENBRIDGE INC 1.8%
Value ($000) $5,080 Shares 112,084 Est. Cost $24.38 Unrealized +79.6%
NEE NEXTERA ENERGY INC 1.7%
Value ($000) $4,900 Shares 70,578 Est. Cost $57.92 Unrealized +17.6%
VZ VERIZON COMMUNICATIONS 1.5%
Value ($000) $4,372 Shares 101,051 Est. Cost $30.55 Unrealized +36.9%
LMT LOCKHEED MARTIN CORP 1.3%
Value ($000) $3,736 Shares 8,067 Est. Cost $120.08 Unrealized +282.3%
IBM INTERNATIONAL BUSINESS MACHINE 1.3%
Value ($000) $3,666 Shares 12,437 Est. Cost $108.57 Unrealized +133.8%
FNDF SCHWAB FUNDAMENTAL INTL L/C 1.3%
Value ($000) $3,664 Shares 91,560 Est. Cost $34.64 Unrealized
NSC NORFOLK SOUTHERN CORP. 1.2%
Value ($000) $3,553 Shares 13,882 Est. Cost $115.70 Unrealized +101.4%
GOOGL ALPHABET INC - CL A 1.1%
Value ($000) $3,260 Shares 18,500 Est. Cost $142.18 Unrealized +14.8%
VBR VANGUARD SMALL-CAP VALUE ETF 1.1%
Value ($000) $3,247 Shares 16,652 Est. Cost $197.68 Unrealized
ETN EATON CORP PLC 1.0%
Value ($000) $2,946 Shares 8,252 Est. Cost $102.38 Unrealized +199.6%
SYY SYSCO CORP 0.9%
Value ($000) $2,661 Shares 35,128 Est. Cost $33.71 Unrealized +110.9%
PM PHILIP MORRIS INTERNATIONAL IN 0.8%
Value ($000) $2,379 Shares 13,060 Est. Cost $59.44 Unrealized +181.6%
GE GE AEROSPACE 0.8%
Value ($000) $2,297 Shares 8,924 Est. Cost $81.63 Unrealized +167.8%
YUM YUM! BRANDS INC 0.8%
Value ($000) $2,220 Shares 14,982 Est. Cost $55.09 Unrealized +161.7%
KO COCA-COLA CO 0.8%
Value ($000) $2,177 Shares 30,767 Est. Cost $48.09 Unrealized +45.1%
V VISA INC - CLASS A SHARES 0.8%
Value ($000) $2,156 Shares 6,072 Est. Cost $255.08 Unrealized +36.0%
D DOMINION ENERGY INC 0.7%
Value ($000) $2,077 Shares 36,744 Est. Cost $49.96 Unrealized +6.4%
UPS UNITED PARCEL SERVICE CL B 0.7%
Value ($000) $1,973 Shares 19,551 Est. Cost $91.07 Unrealized +3.3%
T AT&T INC 0.7%
Value ($000) $1,935 Shares 66,846 Est. Cost $16.45 Unrealized +63.9%
HPE HEWLETT PACKARD ENTERPRISE CO 0.7%
Value ($000) $1,872 Shares 91,518 Est. Cost $10.73 Unrealized +53.5%
VOO VANGUARD S&P 500 ETF 0.6%
Value ($000) $1,819 Shares 3,203 Est. Cost $539.39 Unrealized
WY WEYERHAEUSER CO 0.6%
Value ($000) $1,752 Shares 68,215 Est. Cost $23.21 Unrealized +10.2%
MAR MARRIOTT INTERNATIONAL INC NEW 0.5%
Value ($000) $1,519 Shares 5,560 Est. Cost $223.38 Unrealized +11.6%
PFE PFIZER, INC 0.5%
Value ($000) $1,514 Shares 62,463 Est. Cost $22.68 Unrealized -1.4%
ULTA ULTA BEAUTY INC 0.5%
Value ($000) $1,504 Shares 3,215 Est. Cost $445.22 Unrealized -7.1%
VGIT VANGUARD INTERME 0.5%
Value ($000) $1,497 Shares 25,021 Est. Cost $59.47 Unrealized
MRK MERCK & CO INC NEW 0.5%
Value ($000) $1,453 Shares 18,349 Est. Cost $51.03 Unrealized +51.7%
WRB WR BERKLEY CORP 0.5%
Value ($000) $1,436 Shares 19,548 Est. Cost $52.64 Unrealized +32.9%
BSV VANGUARD SHORT - TERM BOND ETF 0.5%
Value ($000) $1,338 Shares 16,995 Est. Cost $78.37 Unrealized
QQQ INVESCO QQQ TRUST SERIES 1 0.5%
Value ($000) $1,313 Shares 2,380 Est. Cost $509.12 Unrealized
JPM JP MORGAN CHASE & CO 0.5%
Value ($000) $1,298 Shares 4,477 Est. Cost $153.69 Unrealized +64.4%
SPHY SPDR Portfolio High Yield Bond 0.4%
Value ($000) $1,201 Shares 50,447 Est. Cost $23.54 Unrealized
BKR BAKER HUGHES CO 0.4%
Value ($000) $1,169 Shares 30,500 Est. Cost $27.56 Unrealized +35.2%
CB CHUBB CORP 0.4%
Value ($000) $1,161 Shares 4,006 Est. Cost $241.84 Unrealized +18.7%
DE DEERE & CO 0.4%
Value ($000) $1,145 Shares 2,251 Est. Cost $373.02 Unrealized +29.9%
TGT TARGET CORP 0.4%
Value ($000) $1,139 Shares 11,543 Est. Cost $64.32 Unrealized +45.1%
CRM SALESFORCE INC 0.4%
Value ($000) $1,124 Shares 4,122 Est. Cost $267.14 Unrealized -0.4%
HON HONEYWELL INTERNATIONAL INC 0.4%
Value ($000) $1,099 Shares 4,720 Est. Cost $97.44 Unrealized +104.9%
KMB KIMBERLY CLARK CORP 0.4%
Value ($000) $1,041 Shares 8,077 Est. Cost $82.02 Unrealized +60.6%
BSCR INVESCO BULLETSHARES 2027 0.4%
Value ($000) $1,040 Shares 52,951 Est. Cost $19.50 Unrealized
CVX CHEVRON CORP 0.3%
Value ($000) $1,002 Shares 6,995 Est. Cost $101.65 Unrealized +34.8%
NVDA NVIDIA CORP 0.3%
Value ($000) $956 Shares 6,050 Est. Cost $95.63 Unrealized +31.6%
BSCS INVESCO BULLETSHARES 2028 0.3%
Value ($000) $955 Shares 46,622 Est. Cost $20.21 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $955 Shares 42,631 Est. Cost $20.07 Unrealized +3.3%
MPC MARATHON PETROLEUM CORP 0.3%
Value ($000) $918 Shares 5,525 Est. Cost $57.70 Unrealized +156.3%
IWF ISHARES RUSSELL 1000 GROWTH ET 0.3%
Value ($000) $897 Shares 2,112 Est. Cost $391.80 Unrealized
DIS WALT DISNEY CO/THE 0.3%
Value ($000) $890 Shares 7,174 Est. Cost $122.24 Unrealized -15.9%
A AGILENT TECHNOLOGIES INC 0.3%
Value ($000) $862 Shares 7,304 Est. Cost $126.88 Unrealized -13.0%
VCIT VANGUARD INTERMED TRM CORP BD 0.3%
Value ($000) $855 Shares 10,316 Est. Cost $81.93 Unrealized
GLD SPDR GOLD TRUST 0.3%
Value ($000) $841 Shares 2,759 Est. Cost $178.27 Unrealized
RY ROYAL BK CDA MONTREAL QUE COM 0.3%
Value ($000) $829 Shares 6,300 Est. Cost $88.10 Unrealized +38.8%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.3%
Value ($000) $801 Shares 1,414 Est. Cost $550.11 Unrealized
TROW T ROWE PRICE GROUP INC 0.3%
Value ($000) $784 Shares 8,125 Est. Cost $72.68 Unrealized +22.0%
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $756 Shares 15,982 Est. Cost $31.08 Unrealized +33.3%
BMY BRISTOL-MYERS SQUIBB CO. 0.3%
Value ($000) $755 Shares 16,301 Est. Cost $45.68 Unrealized +3.3%
MO ALTRIA GROUP INC 0.3%
Value ($000) $747 Shares 12,739 Est. Cost $23.15 Unrealized +141.7%
IDEV iShares Core MSCI Internationa 0.2%
Value ($000) $714 Shares 9,390 Est. Cost $70.37 Unrealized
IUSV iShares Core S&P US Value ETF 0.2%
Value ($000) $697 Shares 7,365 Est. Cost $92.67 Unrealized
ELV ELEVANCE HEALTH INC 0.2%
Value ($000) $664 Shares 1,707 Est. Cost $467.79 Unrealized -15.2%
INVESCO BULLETSH 2025 0.2%
Value ($000) $650 Shares 31,455 Est. Cost $20.65 Unrealized
BSCQ INVESCO BULLETSHARES 2026 0.2%
Value ($000) $641 Shares 32,823 Est. Cost $19.43 Unrealized
GEV GE VERNOVA LLC COM 0.2%
Value ($000) $636 Shares 1,202 Est. Cost $158.10 Unrealized +163.1%
TOWN TOWNEBANK 0.2%
Value ($000) $626 Shares 18,311 Est. Cost $27.56 Unrealized +21.0%
IAU ISHARES GOLD TRUST NEW 0.2%
Value ($000) $624 Shares 10,000 Est. Cost $49.51 Unrealized
CBRE CBRE GROUP INC 0.2%
Value ($000) $614 Shares 4,383 Est. Cost $93.76 Unrealized +34.9%
FOX FOX CORP - CLASS B 0.2%
Value ($000) $525 Shares 10,172 Est. Cost $28.96 Unrealized +67.3%
CAT CATERPILLAR INC 0.2%
Value ($000) $511 Shares 1,317 Est. Cost $222.73 Unrealized +48.5%
FSLR FIRST SOLAR INC 0.2%
Value ($000) $478 Shares 2,890 Est. Cost $84.57 Unrealized +74.6%
JCPB JPMorgan Core Plus Bond ETF 0.2%
Value ($000) $475 Shares 10,086 Est. Cost $46.95 Unrealized
MDLZ MONDELEZ INTERNATIONAL, INC 0.2%
Value ($000) $475 Shares 7,038 Est. Cost $38.00 Unrealized +71.4%
PSX PHILLIPS 66 0.2%
Value ($000) $459 Shares 3,850 Est. Cost $72.72 Unrealized +50.5%
MMM 3M CO 0.2%
Value ($000) $456 Shares 2,994 Est. Cost $71.73 Unrealized +96.9%
GPC GENUINE PARTS CO 0.2%
Value ($000) $454 Shares 3,745 Est. Cost $138.30 Unrealized -14.8%
HSY HERSHEY COMPANY 0.2%
Value ($000) $438 Shares 2,640 Est. Cost $180.08 Unrealized -10.3%
CSX CSX CORP 0.2%
Value ($000) $436 Shares 13,353 Est. Cost $33.51 Unrealized -11.1%
DVN DEVON ENERGY CORPORATION NEW 0.2%
Value ($000) $430 Shares 13,525 Est. Cost $37.83 Unrealized -17.4%
WMT WALMART INC 0.1%
Value ($000) $418 Shares 4,276 Est. Cost $57.23 Unrealized +65.6%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $416 Shares 588 Est. Cost $317.74 Unrealized +79.9%
BRK/B BERKSHIRE HATHAWAY INC CL B NE 0.1%
Value ($000) $410 Shares 845 Est. Cost $298.18 Unrealized +70.3%
PPG PPG INDUSTRIES, INC. 0.1%
Value ($000) $404 Shares 3,550 Est. Cost $77.91 Unrealized +36.5%
BAX BAXTER INTL INC 0.1%
Value ($000) $399 Shares 13,181 Est. Cost $38.78 Unrealized -22.7%
META META PLATFORMS INC 0.1%
Value ($000) $389 Shares 527 Est. Cost $386.46 Unrealized +59.6%
IMCG iShares Morningstar Mid-Cap Gr 0.1%
Value ($000) $389 Shares 4,844 Est. Cost $79.22 Unrealized
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $371 Shares 2,727 Est. Cost $104.57 Unrealized +24.9%
IBTG iShares iBonds Dec 2026 Term T 0.1%
Value ($000) $344 Shares 15,000 Est. Cost $22.91 Unrealized
BSCT INVESCO BULLETSHARES 2029 0.1%
Value ($000) $320 Shares 17,088 Est. Cost $18.51 Unrealized
HD HOME DEPOT INC. 0.1%
Value ($000) $319 Shares 871 Est. Cost $121.29 Unrealized +193.4%
VIG VANGUARD DIVIDEND APPRECIATION 0.1%
Value ($000) $301 Shares 1,470 Est. Cost $195.83 Unrealized
IEFA ISHARES TR CORE MSCI EAFE ETF 0.1%
Value ($000) $297 Shares 3,555 Est. Cost $70.28 Unrealized
NKE NIKE, INC. 0.1%
Value ($000) $289 Shares 4,066 Est. Cost $51.50 Unrealized +14.7%
IBTH iShares iBonds Dec 2027 Term T 0.1%
Value ($000) $284 Shares 12,610 Est. Cost $22.41 Unrealized
CLX CLOROX CO 0.1%
Value ($000) $282 Shares 2,350 Est. Cost $114.87 Unrealized +13.5%
IVV ISHARES S&P 500 INDEX FUND ETF 0.1%
Value ($000) $281 Shares 452 Est. Cost $588.68 Unrealized
DHR DANAHER CORP 0.1%
Value ($000) $278 Shares 1,406 Est. Cost $224.01 Unrealized -13.8%
QCOM QUALCOMM INC 0.1%
Value ($000) $271 Shares 1,700 Est. Cost $151.68 Unrealized -4.4%
MCD MCDONALDS CORP 0.1%
Value ($000) $268 Shares 918 Est. Cost $165.49 Unrealized +83.4%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $262 Shares 1,200 Est. Cost $156.66 Unrealized +30.4%
CL COLGATE PALMOLIVE CO. 0.1%
Value ($000) $259 Shares 2,850 Est. Cost $77.21 Unrealized +16.6%
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $239 Shares 966 Est. Cost $146.38 Unrealized +62.0%
ORCL ORACLE CORP 0.1%
Value ($000) $231 Shares 1,058 Est. Cost $70.41 Unrealized +128.4%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $229 Shares 1,700 Est. Cost $123.69 Unrealized -1.1%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $223 Shares 225 Est. Cost $613.39 Unrealized +61.5%
DUK DUKE ENERGY CORP NEW COM 0.1%
Value ($000) $222 Shares 1,880 Est. Cost $96.32 Unrealized +19.8%
VICI VICI PROPERTIES INC 0.1%
Value ($000) $214 Shares 6,550 Est. Cost $27.54 Unrealized +10.8%
MOS MOSAIC CO/THE 0.1%
Value ($000) $212 Shares 5,800 Est. Cost $28.74 Unrealized +9.3%
SPEM SPDR INDEX SHARES EMERG 0.1%
Value ($000) $211 Shares 4,942 Est. Cost $40.21 Unrealized
SPYG SPDR Portfolio S&P 500 Growth 0.1%
Value ($000) $202 Shares 2,120 Est. Cost $85.84 Unrealized
LOW LOWES COMPANIES 0.1%
Value ($000) $201 Shares 908 Est. Cost $189.75 Unrealized +16.3%
TSLA TESLA INC 0.1%
Value ($000) $199 Shares 625 Est. Cost $202.31 Unrealized +48.9%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $189 Shares 796 Est. Cost $160.34 Unrealized +28.5%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $181 Shares 839 Est. Cost $220.73 Unrealized
LLY LILLY (ELI) & CO. 0.1%
Value ($000) $178 Shares 228 Est. Cost $609.89 Unrealized +26.8%
UNH UNITED HEALTH GROUP INC 0.1%
Value ($000) $172 Shares 551 Est. Cost $457.25 Unrealized -18.0%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $162 Shares 3,066 Est. Cost $64.57 Unrealized -26.3%
MS MORGAN STANLEY 0.1%
Value ($000) $158 Shares 1,119 Est. Cost $116.33 Unrealized +4.0%
CG Carlyle Group Inc. 0.1%
Value ($000) $154 Shares 3,000 Est. Cost $48.12 Unrealized -12.5%
SBUX STARBUCKS CORP 0.1%
Value ($000) $144 Shares 1,569 Est. Cost $91.97 Unrealized -7.4%
Jefferies Financial Group 0.0%
Value ($000) $142 Shares 2,592 Est. Cost $53.57 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE 0.0%
Value ($000) $131 Shares 1,062 Est. Cost $124.96 Unrealized
MSM MSC INDUSTRIAL DIRECT CO-A 0.0%
Value ($000) $128 Shares 1,500 Est. Cost $98.05 Unrealized -19.4%
AMD ADVANCED MICRO DEVICS 0.0%
Value ($000) $127 Shares 898 Est. Cost $121.62 Unrealized -10.5%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $124 Shares 248 Est. Cost $452.04 Unrealized +7.5%
ABBV ABBVIE INC 0.0%
Value ($000) $123 Shares 660 Est. Cost $108.12 Unrealized +68.9%
CEG CONSTELLATION ENERGY CORPORATI 0.0%
Value ($000) $118 Shares 366 Est. Cost $115.14 Unrealized +129.2%
TRV TRAVELERS COMPANIES INC/THE 0.0%
Value ($000) $112 Shares 420 Est. Cost $166.66 Unrealized +56.4%
MA MASTERCARD INC - CLASS A 0.0%
Value ($000) $104 Shares 185 Est. Cost $442.10 Unrealized +24.7%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $102 Shares 1,371 Est. Cost $72.40 Unrealized -3.9%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $96 Shares 302 Est. Cost $202.90 Unrealized +37.7%
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $95 Shares 1,183 Est. Cost $47.82 Unrealized +48.8%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $94 Shares 388 Est. Cost $222.46 Unrealized -0.9%
TXT TEXTRON INC 0.0%
Value ($000) $93 Shares 1,159 Est. Cost $87.67 Unrealized -17.5%
TSCO TRACTOR SUPPLY COMPANY 0.0%
Value ($000) $91 Shares 1,725 Est. Cost $52.84 Unrealized -4.3%
AZN ASTRAZENECA PLC-SPONS ADR 0.0%
Value ($000) $86 Shares 1,225 Est. Cost $67.38 Unrealized
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $85 Shares 3,480 Est. Cost $28.92 Unrealized -17.7%
iShares iBonds Dec 2025 Term T 0.0%
Value ($000) $84 Shares 3,600 Est. Cost $23.35 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $83 Shares 1,330 Est. Cost $130.91 Unrealized -55.4%
AEP AMERICAN ELECTRIC POWER CO INC 0.0%
Value ($000) $83 Shares 800 Est. Cost $98.44 Unrealized +3.6%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $82 Shares 850 Est. Cost $89.26 Unrealized +9.6%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $79 Shares 347 Est. Cost $162.45 Unrealized +41.4%
CP CANADIAN PACIFIC KANSAS CITY L 0.0%
Value ($000) $79 Shares 1,000 Est. Cost $72.13 Unrealized +6.2%
AFL AFLAC INC 0.0%
Value ($000) $74 Shares 699 Est. Cost $76.99 Unrealized +34.6%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $73 Shares 344 Est. Cost $116.77 Unrealized +58.5%
SYK STRYKER CORP 0.0%
Value ($000) $72 Shares 182 Est. Cost $274.84 Unrealized +35.2%
VTI VANGUARD US TOTAL STOCK MARKET 0.0%
Value ($000) $63 Shares 208 Est. Cost $289.81 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $63 Shares 1,925 Est. Cost $21.78 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $63 Shares 47 Est. Cost $43.65 Unrealized +159.0%
VYMI VANGUARD INT HDV 0.0%
Value ($000) $59 Shares 738 Est. Cost $67.88 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $59 Shares 5,116 Est. Cost $81.27 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $58 Shares 700 Est. Cost $57.66 Unrealized +41.0%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $58 Shares 500 Est. Cost $63.86 Unrealized +56.6%
CVS CVS HEALTH CORP 0.0%
Value ($000) $57 Shares 833 Est. Cost $65.91 Unrealized -2.6%
FDX FEDEX CORPORATION 0.0%
Value ($000) $57 Shares 250 Est. Cost $241.81 Unrealized -11.0%
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value ($000) $56 Shares 182 Est. Cost $222.04 Unrealized +36.2%
PSA PUBLIC STORAGE INC COM 0.0%
Value ($000) $54 Shares 185 Est. Cost $242.81 Unrealized +18.4%
Nuveen Multi-Asset Income Fund 0.0%
Value ($000) $52 Shares 4,100 Est. Cost $12.02 Unrealized
ROK ROCKWELL INTL CORP 0.0%
Value ($000) $51 Shares 154 Est. Cost $282.18 Unrealized 0.0%
SJM SMUCKER J M CO NEW 0.0%
Value ($000) $51 Shares 516 Est. Cost $104.34 Unrealized +2.8%
Virtus Total Return Fund Inc 0.0%
Value ($000) $50 Shares 8,000 Est. Cost $5.97 Unrealized
EMN EASTMAN CHEM CO 0.0%
Value ($000) $49 Shares 662 Est. Cost $94.20 Unrealized -19.4%
ZTS ZOETIS INC 0.0%
Value ($000) $49 Shares 316 Est. Cost $172.86 Unrealized -9.0%
TEX TEREX CORP 0.0%
Value ($000) $49 Shares 1,054 Est. Cost $51.70 Unrealized -19.1%
MTB M & T BANK CORP 0.0%
Value ($000) $48 Shares 250 Est. Cost $130.61 Unrealized +32.4%
SPG SIMON PROPERTY GROUP INC 0.0%
Value ($000) $48 Shares 300 Est. Cost $133.23 Unrealized +14.6%
DGRO ISHARES CORE DIVIDEND GROWTH 0.0%
Value ($000) $48 Shares 750 Est. Cost $61.34 Unrealized
EXC EXELON CORPORATION 0.0%
Value ($000) $48 Shares 1,100 Est. Cost $35.51 Unrealized +22.7%
IBTI iShares ibonds Dec 2028 Term T 0.0%
Value ($000) $47 Shares 2,100 Est. Cost $22.06 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $47 Shares 170 Est. Cost $169.92 Unrealized +27.1%
CTVA CORTEVA INC 0.0%
Value ($000) $44 Shares 591 Est. Cost $46.55 Unrealized +42.2%
FERG FERGUSON ENTERPRISES INC 0.0%
Value ($000) $44 Shares 202 Est. Cost $197.54 Unrealized -7.8%
CFFI C & F FINANCIAL CORPORATION 0.0%
Value ($000) $43 Shares 700 Est. Cost $54.77 Unrealized +14.2%
IEMG ISHARES CORE MSCI EMERGING MKT 0.0%
Value ($000) $42 Shares 698 Est. Cost $52.22 Unrealized
TSM TAIWAN SEMICONDUCTOR - SP ADR 0.0%
Value ($000) $40 Shares 177 Est. Cost $104.00 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $40 Shares 584 Est. Cost $66.02 Unrealized +2.7%
CWEN/A Clearway Energy Inc. 0.0%
Value ($000) $38 Shares 1,250 Est. Cost $26.96 Unrealized 0.0%
CINF CINCINNATI FINANCIAL CORP 0.0%
Value ($000) $37 Shares 250 Est. Cost $107.61 Unrealized +30.9%
SHEL SHELL PLC ADR 0.0%
Value ($000) $35 Shares 500 Est. Cost $66.04 Unrealized
ITOT ISHARES CORE S&P TOTAL US STOC 0.0%
Value ($000) $34 Shares 250 Est. Cost $128.62 Unrealized
IGM ISHARES EXPANDED TECH SECTOR 0.0%
Value ($000) $34 Shares 300 Est. Cost $102.09 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $34 Shares 800 Est. Cost $40.11 Unrealized 0.0%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $32 Shares 1,084 Est. Cost $34.00 Unrealized
PTNQ PACER TRENDPILOT 100 ETF 0.0%
Value ($000) $32 Shares 452 Est. Cost $74.02 Unrealized
VRT Vertiv Holdings Co. 0.0%
Value ($000) $32 Shares 250 Est. Cost $97.15 Unrealized 0.0%
COKE COCA COLA BOTTLING CO CONS 0.0%
Value ($000) $31 Shares 280 Est. Cost $115.00 Unrealized +4.3%
PLD PROLOGIS INC 0.0%
Value ($000) $30 Shares 285 Est. Cost $105.61 Unrealized -3.1%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $28 Shares 161 Est. Cost $169.30 Unrealized
VMC VULCAN MATERIALS CO 0.0%
Value ($000) $27 Shares 105 Est. Cost $208.58 Unrealized +22.7%
HLT HILTON WORLDWIDE HOLDINGS IN 0.0%
Value ($000) $27 Shares 100 Est. Cost $195.74 Unrealized +21.4%
ARLP ALLIANCE RESOURCE PARTNERS 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $21.18 Unrealized
HUN Huntsman Corporation 0.0%
Value ($000) $26 Shares 2,500 Est. Cost $17.00 Unrealized -28.3%
CRWD CROWDSTRIKE HOLDINGS INC - A 0.0%
Value ($000) $26 Shares 51 Est. Cost $209.43 Unrealized +107.0%
OKE ONEOK INC 0.0%
Value ($000) $26 Shares 316 Est. Cost $66.73 Unrealized +20.9%
DKNG DRAFTKINGS INC NEW CL A 0.0%
Value ($000) $26 Shares 600 Est. Cost $33.46 Unrealized +7.2%
GOVT ISHARES US TREASURY BD FD ETF 0.0%
Value ($000) $26 Shares 1,118 Est. Cost $22.98 Unrealized
BF/B Brown-Forman Corporation Class 0.0%
Value ($000) $25 Shares 937 Est. Cost $32.77 Unrealized -4.2%
INTU INTUIT INC 0.0%
Value ($000) $25 Shares 32 Est. Cost $544.67 Unrealized +23.8%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $25 Shares 250 Est. Cost $83.05 Unrealized +24.9%
GM GENERAL MOTORS CO 0.0%
Value ($000) $25 Shares 500 Est. Cost $32.83 Unrealized +43.4%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $25 Shares 500 Est. Cost $40.46 Unrealized +12.6%
VRSN VeriSign, Inc. 0.0%
Value ($000) $22 Shares 75 Est. Cost $268.94 Unrealized 0.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $22 Shares 834 Est. Cost $29.38 Unrealized -9.3%
GSK GSK PLC SPON ADS EACH REP 2 OR 0.0%
Value ($000) $22 Shares 560 Est. Cost $38.94 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $21 Shares 200 Est. Cost $104.55 Unrealized -4.1%
LIN LINDE PLC 0.0%
Value ($000) $21 Shares 45 Est. Cost $383.62 Unrealized +17.9%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $20 Shares 46 Est. Cost $410.43 Unrealized
LRCX LAM RESEARCH CORP NEW 0.0%
Value ($000) $19 Shares 200 Est. Cost $74.98 Unrealized +5.2%
VST VISTRA CORP 0.0%
Value ($000) $19 Shares 100 Est. Cost $147.45 Unrealized 0.0%
AWK AMERICAN WATER WORKS INC 0.0%
Value ($000) $19 Shares 138 Est. Cost $120.02 Unrealized +17.6%
B BARRICK MINING CORPORATION 0.0%
Value ($000) $19 Shares 900 Est. Cost $19.29 Unrealized 0.0%
APO APOLLO GLOBAL MANAGEMENT INC 0.0%
Value ($000) $19 Shares 132 Est. Cost $85.57 Unrealized +53.5%
MBB ISHARES MBS ETF 0.0%
Value ($000) $18 Shares 196 Est. Cost $91.68 Unrealized
GOOG ALPHABET INC - CL C 0.0%
Value ($000) $18 Shares 100 Est. Cost $138.26 Unrealized +19.2%
SCHR SCHWAB INTERMEDI 0.0%
Value ($000) $18 Shares 700 Est. Cost $24.69 Unrealized
MIDD MIDDLEBY CORP 0.0%
Value ($000) $17 Shares 120 Est. Cost $147.31 Unrealized -4.4%
XLE SPDR AMEX ENERGY SELECT 0.0%
Value ($000) $17 Shares 200 Est. Cost $85.66 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $17 Shares 269 Est. Cost $32.56 Unrealized +77.1%
BNDX VANGUARD CHARLOTTE FDS INTL BD 0.0%
Value ($000) $16 Shares 332 Est. Cost $48.98 Unrealized
WAB WABTEC CORP COM 0.0%
Value ($000) $16 Shares 78 Est. Cost $137.58 Unrealized +39.3%
STZ CONSTELLATION BRANDS INC-A 0.0%
Value ($000) $16 Shares 100 Est. Cost $243.38 Unrealized -27.4%
ASML ASML HOLDING NV-NY REG SHS 0.0%
Value ($000) $16 Shares 20 Est. Cost $756.90 Unrealized
UAL UNITED CONTINENTAL HOLDINGS IN 0.0%
Value ($000) $16 Shares 200 Est. Cost $42.85 Unrealized +71.9%
ADBE ADOBE SYS INC 0.0%
Value ($000) $16 Shares 41 Est. Cost $576.76 Unrealized -33.2%
TMO THERMO FISHER SCIENTIFIC INC. 0.0%
Value ($000) $16 Shares 39 Est. Cost $480.76 Unrealized -13.2%
DOW DOW INC 0.0%
Value ($000) $16 Shares 591 Est. Cost $44.66 Unrealized -37.8%
KGC KINROSS GOLD CORP 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $5.44 Unrealized +167.6%
CTSH COGNIZANT TECH SOLUTIONS-A 0.0%
Value ($000) $16 Shares 200 Est. Cost $74.12 Unrealized +2.3%
IBTJ iShares iBonds Dec 2029 Term T 0.0%
Value ($000) $15 Shares 700 Est. Cost $21.92 Unrealized
TRP TC ENERGY CORP 0.0%
Value ($000) $15 Shares 300 Est. Cost $33.49 Unrealized +44.7%
H HYATT HOTELS CORP CL A 0.0%
Value ($000) $14 Shares 100 Est. Cost $139.75 Unrealized -11.0%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $14 Shares 60 Est. Cost $227.27 Unrealized -3.9%
CSV CARRIAGE SERVICES INC 0.0%
Value ($000) $14 Shares 300 Est. Cost $24.39 Unrealized +69.7%
CMCSA COMCAST CORP CL A 0.0%
Value ($000) $14 Shares 382 Est. Cost $38.16 Unrealized -11.1%
SOLV SOLVENTUM CORP COM 0.0%
Value ($000) $13 Shares 175 Est. Cost $60.70 Unrealized +16.7%
HDV ISHARES CORE HIG 0.0%
Value ($000) $13 Shares 109 Est. Cost $112.26 Unrealized
TJX TJX COMPANIES INC 0.0%
Value ($000) $12 Shares 100 Est. Cost $87.27 Unrealized +44.2%
BLK BLACKROCK INC NEW COM 0.0%
Value ($000) $12 Shares 11 Est. Cost $991.05 Unrealized -5.8%
UNILEVER PLC SPONSORED ADR 0.0%
Value ($000) $11 Shares 183 Est. Cost $48.48 Unrealized
BCE BCE INC NEW 0.0%
Value ($000) $11 Shares 500 Est. Cost $32.46 Unrealized -35.1%
KR KROGER CO 0.0%
Value ($000) $11 Shares 150 Est. Cost $44.41 Unrealized +53.5%
FE FIRSTENERGY CORP 0.0%
Value ($000) $11 Shares 263 Est. Cost $33.15 Unrealized +21.5%
SCHW CHARLES SCHWAB CORP NEW 0.0%
Value ($000) $11 Shares 116 Est. Cost $56.12 Unrealized +48.2%
GLW CORNING INC 0.0%
Value ($000) $11 Shares 200 Est. Cost $27.79 Unrealized +66.6%
GIS GENERAL MILLS INC 0.0%
Value ($000) $10 Shares 200 Est. Cost $59.53 Unrealized -9.7%
RIG TRANSOCEAN LTD 0.0%
Value ($000) $10 Shares 4,000 Est. Cost $6.69 Unrealized -61.5%
VGLT VANGUARD LT TREA 0.0%
Value ($000) $10 Shares 184 Est. Cost $55.35 Unrealized
SLYV SPDR S&P 600 SMALL CAP VALUE 0.0%
Value ($000) $10 Shares 125 Est. Cost $87.25 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALU 0.0%
Value ($000) $10 Shares 100 Est. Cost $108.61 Unrealized
SNY SANOFI-ADR 0.0%
Value ($000) $10 Shares 200 Est. Cost $49.02 Unrealized
AGG ISHARES CORE US AGGREGATE BOND 0.0%
Value ($000) $9 Shares 95 Est. Cost $98.92 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $62.05 Unrealized +32.7%
BN BROOKFIELD CORP VTG SHS CL A 0.0%
Value ($000) $9 Shares 150 Est. Cost $22.38 Unrealized +64.9%
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $9 Shares 123 Est. Cost $57.15 Unrealized +19.6%
MET METLIFE INC 0.0%
Value ($000) $9 Shares 110 Est. Cost $58.77 Unrealized +29.0%
IWR MFC ISHARES TR RUSSELL MID-CAP 0.0%
Value ($000) $8 Shares 92 Est. Cost $85.07 Unrealized
VCSH VANGUARD-S/T COR 0.0%
Value ($000) $8 Shares 104 Est. Cost $78.01 Unrealized
OEF MFC ISHARES TR S&P 100 ETF 0.0%
Value ($000) $8 Shares 27 Est. Cost $270.81 Unrealized
SCHG SCHWAB US LARGE CAP 0.0%
Value ($000) $8 Shares 276 Est. Cost $27.87 Unrealized
TLT ISHARES 20 YR TR 0.0%
Value ($000) $8 Shares 89 Est. Cost $98.10 Unrealized
SCHO SCHWAB SHORT-TERM US TREAS ETF 0.0%
Value ($000) $8 Shares 320 Est. Cost $24.06 Unrealized
SPTL SPDR PORT LNG TRM TRSRY 0.0%
Value ($000) $8 Shares 287 Est. Cost $26.19 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $7 Shares 25 Est. Cost $234.24 Unrealized +16.3%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $7 Shares 28 Est. Cost $179.88 Unrealized +26.2%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $7 Shares 40 Est. Cost $230.75 Unrealized -21.8%
BHP BHP BILLITON LTD SPON ADR 0.0%
Value ($000) $7 Shares 143 Est. Cost $68.31 Unrealized
AUB ATLANTIC UNION BANKSHARES CORP 0.0%
Value ($000) $7 Shares 217 Est. Cost $28.69 Unrealized -3.2%
AIG AMERICAN INTERNATIONAL GROUP 0.0%
Value ($000) $7 Shares 79 Est. Cost $65.09 Unrealized +26.0%
VTS Vitesse Energy, Inc. 0.0%
Value ($000) $7 Shares 305 Est. Cost $25.60 Unrealized -14.4%
FRST PRIMIS FINANCIAL CORP 0.0%
Value ($000) $6 Shares 583 Est. Cost $8.98 Unrealized -0.5%
HAL HALLIBURTON CO. 0.0%
Value ($000) $6 Shares 300 Est. Cost $36.44 Unrealized -43.6%
NEM NEWMONT MINING 0.0%
Value ($000) $6 Shares 100 Est. Cost $37.89 Unrealized +39.6%
SRE SEMPRA ENERGY 0.0%
Value ($000) $6 Shares 76 Est. Cost $66.74 Unrealized +8.8%
MATW MATTHEWS INTL CORP-CLASS A 0.0%
Value ($000) $6 Shares 240 Est. Cost $28.51 Unrealized -28.7%
BABA ALIBABA GROUP HOLDING-SP ADR 0.0%
Value ($000) $6 Shares 50 Est. Cost $74.08 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $84.11 Unrealized -68.7%
SCHF SCHWAB INTERNATIONAL 0.0%
Value ($000) $5 Shares 242 Est. Cost $18.50 Unrealized
BA BOEING CO. 0.0%
Value ($000) $5 Shares 25 Est. Cost $168.64 Unrealized +12.0%
HLN HALEON PLC - ADR 0.0%
Value ($000) $5 Shares 500 Est. Cost $8.33 Unrealized
PIMCO HIGH INCOME FUND 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $4.86 Unrealized
USHY MFC ISHARES TR BROAD USD HI YL 0.0%
Value ($000) $5 Shares 120 Est. Cost $36.79 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $83.65 Unrealized -16.5%
LMND LEMONADE INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $16.81 Unrealized +98.2%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $4 Shares 100 Est. Cost $57.57 Unrealized -28.5%
PRLB PROTO LABS INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $36.11 Unrealized +3.2%
IEF ISHARES 7-10 YR TREAS BD ETF 0.0%
Value ($000) $4 Shares 41 Est. Cost $92.44 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $66.39 Unrealized +16.4%
SCHM CHARLES SCHWAB US MC 0.0%
Value ($000) $4 Shares 126 Est. Cost $27.71 Unrealized
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $3 Shares 47 Est. Cost $67.32 Unrealized 0.0%
NWS NEWS CORP - CLASS B (NEW) 0.0%
Value ($000) $3 Shares 100 Est. Cost $22.32 Unrealized +41.5%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $3 Shares 100 Est. Cost $51.21 Unrealized -33.7%
VBK VANGUARD SM-CAP GROWTH ETF 0.0%
Value ($000) $3 Shares 10 Est. Cost $280.10 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET 0.0%
Value ($000) $3 Shares 44 Est. Cost $50.84 Unrealized
HPQ HP INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $24.71 Unrealized 0.0%
EFAV iShares MSCI EAFE Min Vol ETF 0.0%
Value ($000) $2 Shares 27 Est. Cost $77.93 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 500 Est. Cost $1.42 Unrealized +173.4%
BAM BROOKFIELD ASSET MGMT LTD CL A 0.0%
Value ($000) $2 Shares 37 Est. Cost $31.45 Unrealized +67.1%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $2 Shares 18 Est. Cost $106.56 Unrealized
TTWO Take-Two Interactive Software 0.0%
Value ($000) $2 Shares 8 Est. Cost $225.31 Unrealized 0.0%
VWO VANGUARD FTSE EMERGING MARKET 0.0%
Value ($000) $2 Shares 31 Est. Cost $44.20 Unrealized
NLY ANNALY CAP MGMT INC NEW 0.0%
Value ($000) $1 Shares 75 Est. Cost $18.83 Unrealized
PCY INVESCO EMERGING MARKETS SOV D 0.0%
Value ($000) $1 Shares 64 Est. Cost $19.81 Unrealized
SSYS STRATASYS LTD 0.0%
Value ($000) $1 Shares 100 Est. Cost $12.83 Unrealized -21.0%
PSEC PROSPECT CAP CORP 0.0%
Value ($000) $1 Shares 300 Est. Cost $3.02 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $1 Shares 65 Est. Cost $8.57 Unrealized +8.9%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $1 Shares 6 Est. Cost $95.42 Unrealized 0.0%
OXY/WS OCCIDENTAL PETE CORP WT EXP 08 0.0%
Value ($000) $0 Shares 12 Est. Cost $27.58 Unrealized
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $0 Shares 8 Est. Cost $15.38 Unrealized 0.0%
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 -64.0%