COUNTRY TRUST BANK Diversified Active

CIK: 0001209324 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 26, 2022

Total Value ($000): $3,687,181 (100.0% shares, 0.0% debt)

Holdings (506)

FBND FIDELITY TOTAL BOND ETF 6.2%
Value ($000) $227,721 Shares 4,295,003 Est. Cost $52.41 Unrealized
AAPL APPLE COMPUTER COMMON 5.4%
Value ($000) $198,923 Shares 1,120,253 Est. Cost $83.66 Unrealized +84.9%
MSFT MICROSOFT CORPORATION COMMON 5.1%
Value ($000) $188,358 Shares 560,056 Est. Cost $62.26 Unrealized +403.4%
LQD ISHARES IBOXX INV GR CORP BOND 2.9%
Value ($000) $108,368 Shares 817,750 Est. Cost $4188.63 Unrealized
VEA VANGUARD MSCI EAFE ETF 2.9%
Value ($000) $108,028 Shares 2,115,711 Est. Cost $10110.58 Unrealized
AGG ISHARES CORE TOTAL US BOND 2.9%
Value ($000) $105,608 Shares 925,733 Est. Cost $2766.10 Unrealized
AMZN AMAZON.COM INC. COMMON 2.5%
Value ($000) $90,894 Shares 27,260 Est. Cost $73.27 Unrealized +133.6%
IWR ISHARES RUSSELL MIDCAP INDEX 2.5%
Value ($000) $90,535 Shares 1,090,646 Est. Cost $10770.63 Unrealized
GOOG ALPHABET INC CLASS C COMMON 2.3%
Value ($000) $85,613 Shares 29,587 Est. Cost $49.14 Unrealized +192.0%
V VISA INC COMMON 1.9%
Value ($000) $69,893 Shares 322,518 Est. Cost $149.81 Unrealized +38.9%
NVDA NVIDIA CORP COMMON 1.8%
Value ($000) $68,051 Shares 231,378 Est. Cost $15.93 Unrealized +72.4%
META META PLATFORMS INC COMMON 1.8%
Value ($000) $65,097 Shares 193,540 Est. Cost $200.83 Unrealized +64.2%
JPM JP MORGAN CHASE & CO. COMMON 1.7%
Value ($000) $63,526 Shares 401,177 Est. Cost $64.00 Unrealized +131.0%
AVTR AVANTOR INC COMMON 1.7%
Value ($000) $61,981 Shares 1,470,839 Est. Cost $16.03 Unrealized +145.8%
LOW LOWE'S COMPANIES COMMON 1.6%
Value ($000) $58,772 Shares 227,374 Est. Cost $98.64 Unrealized +122.8%
CVS CVS CAREMARK CORPORATION COMMON 1.6%
Value ($000) $58,487 Shares 566,953 Est. Cost $53.29 Unrealized +51.0%
LLY ELI LILLY & CO. COMMON 1.4%
Value ($000) $50,637 Shares 183,320 Est. Cost $71.28 Unrealized +242.1%
XLY SPDR CONSUMER DISCRETIONARY ETF 1.3%
Value ($000) $49,431 Shares 241,788 Est. Cost $196.06 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES 1.3%
Value ($000) $46,991 Shares 2,312,532 Est. Cost $19.34 Unrealized
GOOGL ALPHABET INC CLASS A COMMON 1.2%
Value ($000) $45,944 Shares 15,859 Est. Cost $48.53 Unrealized +194.5%
MKL MARKEL CORPORATION COMMON 1.2%
Value ($000) $45,707 Shares 37,040 Est. Cost $1092.78 Unrealized +15.5%
VWO VANGUARD EMERGING MARKETS ETF 1.2%
Value ($000) $45,639 Shares 922,753 Est. Cost $6201.87 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 1.2%
Value ($000) $45,531 Shares 80,293 Est. Cost $415.40 Unrealized +50.5%
CSCO CISCO SYSTEMS, INC. COMMON 1.2%
Value ($000) $45,073 Shares 711,265 Est. Cost $20.47 Unrealized +146.5%
CB CHUBB LIMITED COMMON 1.2%
Value ($000) $43,989 Shares 227,558 Est. Cost $133.65 Unrealized +32.9%
XLB SPDR MATERIALS SELECT SECTOR ETF 1.2%
Value ($000) $42,659 Shares 470,798 Est. Cost $61.25 Unrealized
USB U.S. BANCORP NEW COMMON 1.2%
Value ($000) $42,597 Shares 758,355 Est. Cost $33.66 Unrealized +45.1%
CAT CATERPILLAR INC. COMMON 1.1%
Value ($000) $42,306 Shares 204,635 Est. Cost $131.13 Unrealized +42.4%
BNDX VANGUARD TOTAL INTERNATIONAL 1.1%
Value ($000) $41,967 Shares 760,828 Est. Cost $56.65 Unrealized
PG PROCTER & GAMBLE COMMON 1.1%
Value ($000) $41,729 Shares 255,096 Est. Cost $76.20 Unrealized +76.0%
FIVE FIVE BELOW INC COMMON 1.1%
Value ($000) $40,838 Shares 197,392 Est. Cost $143.39 Unrealized +37.2%
VRTX VERTEX PHARMACEUTICALS INC 1.1%
Value ($000) $39,455 Shares 179,668 Est. Cost $202.53 Unrealized -4.0%
OVL OVERLAY LARGE CAP EQUITY ETF 1.0%
Value ($000) $38,249 Shares 941,400 Est. Cost $37.32 Unrealized
APH AMPHENOL CORP COMMON CLASS A 1.0%
Value ($000) $37,203 Shares 425,371 Est. Cost $36.42 Unrealized +6.9%
ABIOMED INC COMMON 1.0%
Value ($000) $36,989 Shares 102,986 Est. Cost $256.95 Unrealized
TMUS T MOBILE US INC COMMON 1.0%
Value ($000) $36,103 Shares 311,284 Est. Cost $123.28 Unrealized -7.8%
NOC NORTHROP GRUMMAN CORP. COMMON 1.0%
Value ($000) $35,613 Shares 92,006 Est. Cost $301.05 Unrealized +15.7%
EMB ISHARES JPMORGAN USD EMERGING 1.0%
Value ($000) $35,219 Shares 322,932 Est. Cost $7097.63 Unrealized
INCY INCYTE CORPORATION COMMON 0.9%
Value ($000) $34,822 Shares 474,410 Est. Cost $77.75 Unrealized -13.3%
KNX KNIGHT-SWIFT TRANSPORTATION 0.9%
Value ($000) $34,735 Shares 569,989 Est. Cost $36.14 Unrealized +49.3%
VUG VANGUARD GROWTH ETF 0.9%
Value ($000) $34,479 Shares 107,444 Est. Cost $325.35 Unrealized
AXP AMERICAN EXPRESS COMMON 0.9%
Value ($000) $34,461 Shares 210,639 Est. Cost $80.86 Unrealized +100.1%
FTNT FORTINET INC COMMON 0.9%
Value ($000) $34,438 Shares 95,821 Est. Cost $25.77 Unrealized +155.3%
BLACKROCK INC COMMON 0.9%
Value ($000) $34,330 Shares 37,496 Est. Cost $203568.11 Unrealized
GNTX GENTEX CORPORATION COMMON 0.9%
Value ($000) $34,218 Shares 981,857 Est. Cost $20.18 Unrealized +75.8%
LINDE PLC COMMON 0.9%
Value ($000) $33,811 Shares 97,598 Est. Cost $280.40 Unrealized
VOO VANGUARD S&P 500 INDEX ETF 0.9%
Value ($000) $33,165 Shares 75,967 Est. Cost $730.82 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.9%
Value ($000) $32,976 Shares 148,242 Est. Cost $18273.94 Unrealized
WMT WAL-MART STORES COMMON 0.9%
Value ($000) $32,898 Shares 227,371 Est. Cost $29.05 Unrealized +55.5%
SRLN SPDR BLACKSTONE GSO SENIOR LOAN 0.9%
Value ($000) $31,631 Shares 693,212 Est. Cost $45.88 Unrealized
STT STATE STREET CORP. COMMON 0.9%
Value ($000) $31,457 Shares 338,247 Est. Cost $52.33 Unrealized +56.6%
FISV FISERV INC. COMMON 0.8%
Value ($000) $31,293 Shares 301,506 Est. Cost $111.32 Unrealized -7.1%
EQIX EQUINIX INC COMMON 0.8%
Value ($000) $29,371 Shares 34,724 Est. Cost $378.96 Unrealized +94.8%
DIS WALT DISNEY COMMON 0.8%
Value ($000) $29,257 Shares 188,887 Est. Cost $116.05 Unrealized +36.0%
XLU SPDR UTILITIES SELECT SECTOR ETF 0.8%
Value ($000) $27,852 Shares 389,110 Est. Cost $57.16 Unrealized
HON HONEYWELL INTERNATIONAL, INC. 0.7%
Value ($000) $25,661 Shares 123,069 Est. Cost $194.27 Unrealized -4.7%
PEP PEPSICO, INC. COMMON 0.7%
Value ($000) $25,530 Shares 146,967 Est. Cost $109.71 Unrealized +30.8%
COP CONOCOPHILLIPS COMMON 0.7%
Value ($000) $25,222 Shares 349,432 Est. Cost $42.98 Unrealized +45.7%
PYPL PAYPAL HOLDINGS INC. COMMON 0.7%
Value ($000) $24,669 Shares 130,813 Est. Cost $215.91 Unrealized -0.0%
EW EDWARDS LIFESCIENCES CP COMMON 0.7%
Value ($000) $24,377 Shares 188,163 Est. Cost $62.40 Unrealized +86.9%
VLO VALERO ENERGY CORP. COMMON 0.7%
Value ($000) $23,970 Shares 319,136 Est. Cost $57.94 Unrealized +12.4%
ROP ROPER TECHNOLOGIES INC COMMON 0.6%
Value ($000) $23,842 Shares 48,473 Est. Cost $260.35 Unrealized +78.2%
CMCSA COMCAST CORP CLASS A COMMON 0.6%
Value ($000) $23,205 Shares 461,062 Est. Cost $31.54 Unrealized +46.3%
DAL DELTA AIR LINES COMMON 0.6%
Value ($000) $22,843 Shares 584,509 Est. Cost $43.22 Unrealized -9.9%
PFF ISHARES S&P US PREFERRED STOCK 0.6%
Value ($000) $22,435 Shares 568,984 Est. Cost $38.81 Unrealized
POST POST HOLDINGS INC COMMON 0.6%
Value ($000) $21,346 Shares 189,353 Est. Cost $42.05 Unrealized +63.1%
IVV ISHARES CORE S&P 500 INDEX ETF 0.6%
Value ($000) $21,200 Shares 44,446 Est. Cost $278.76 Unrealized
JNJ JOHNSON & JOHNSON COMMON 0.6%
Value ($000) $20,764 Shares 121,380 Est. Cost $83.30 Unrealized +74.2%
SYY SYSCO CORPORATION COMMON 0.5%
Value ($000) $19,846 Shares 252,656 Est. Cost $48.81 Unrealized +40.9%
CVX CHEVRON CORPORATION COMMON 0.5%
Value ($000) $19,673 Shares 167,640 Est. Cost $80.53 Unrealized +19.3%
AWK AMERICAN WATER WORKS COMPANY 0.5%
Value ($000) $18,973 Shares 100,461 Est. Cost $65.52 Unrealized +144.8%
ACTIVISION BLIZZARD INC COMMON 0.5%
Value ($000) $18,227 Shares 273,960 Est. Cost $77.39 Unrealized
ISTB ISHARES CORE 1 TO 5 YEAR USD 0.4%
Value ($000) $14,818 Shares 293,830 Est. Cost $50.50 Unrealized
MTZ MASTEC INC. COMMON 0.4%
Value ($000) $13,831 Shares 149,880 Est. Cost $91.39 Unrealized 0.0%
IGF ISHARES GLOBAL INFRASTRUCTURE 0.3%
Value ($000) $11,719 Shares 246,240 Est. Cost $44.27 Unrealized
XLRE SPDR REAL ESTATE SELECT SECTOR 0.3%
Value ($000) $11,464 Shares 221,273 Est. Cost $51.81 Unrealized
FALN ISHARES FALLEN ANGELS USD BOND 0.2%
Value ($000) $9,171 Shares 306,000 Est. Cost $29.32 Unrealized
HYG ISHARES IBOXX HIGH YIELD CORP 0.2%
Value ($000) $8,570 Shares 98,500 Est. Cost $77.07 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND 0.2%
Value ($000) $6,777 Shares 77,346 Est. Cost $88.74 Unrealized
VNQ VANGUARD REIT VIPERS ETF 0.2%
Value ($000) $6,552 Shares 56,480 Est. Cost $25832.12 Unrealized
EFA ISHARES MSCI EAFE INDEX ETF FUND 0.2%
Value ($000) $6,198 Shares 78,776 Est. Cost $71.41 Unrealized
XLK SPDR TECHNOLOGY SECTOR ETF 0.2%
Value ($000) $5,815 Shares 33,445 Est. Cost $168.46 Unrealized
VNQI VANGUARD GLOBAL EX US REAL 0.1%
Value ($000) $5,291 Shares 98,077 Est. Cost $55.57 Unrealized
MUB ISHARES S&P NATIONAL MUNI BOND 0.1%
Value ($000) $5,124 Shares 44,070 Est. Cost $115.93 Unrealized
HANESBRANDS INC. COMMON 0.1%
Value ($000) $5,110 Shares 305,638 Est. Cost $12.73 Unrealized
BAB INVESCO TAXABLE MUNICIPAL BOND 0.1%
Value ($000) $4,614 Shares 140,000 Est. Cost $32.92 Unrealized
GE GENERAL ELECTRIC NEW COMMON 0.1%
Value ($000) $3,878 Shares 41,048 Est. Cost $62.95 Unrealized -2.2%
XLI SPDR INDUSTRIAL SELECT SECT ETF 0.1%
Value ($000) $3,712 Shares 35,082 Est. Cost $101.99 Unrealized
XLV SPDR HEALTHCARE SECTOR ETF 0.1%
Value ($000) $3,507 Shares 24,895 Est. Cost $130.37 Unrealized
IEMG ISHARES CORE MSCI EMERGING MKTS 0.1%
Value ($000) $2,945 Shares 49,206 Est. Cost $59.45 Unrealized
FMB FIRST TRUST MANAGED MUNICIPAL 0.1%
Value ($000) $2,921 Shares 51,255 Est. Cost $55.53 Unrealized
XLC SPDR COMMUNICATION SERVICES 0.1%
Value ($000) $2,230 Shares 28,713 Est. Cost $75.05 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $2,168 Shares 4,564 Est. Cost $15452.07 Unrealized
TSLA TESLA MOTORS INC COMMON 0.1%
Value ($000) $2,026 Shares 1,917 Est. Cost $175.39 Unrealized +91.2%
VO VANGUARD MID CAP ETF 0.0%
Value ($000) $1,183 Shares 4,645 Est. Cost $245.42 Unrealized
SHM SPDR NUVEEN BLOOMBERG SHORT TERM 0.0%
Value ($000) $1,042 Shares 21,184 Est. Cost $49.21 Unrealized
ITOT ISHARES CORE S&P TOTAL US STOCK 0.0%
Value ($000) $1,025 Shares 9,580 Est. Cost $75.47 Unrealized
UPS UNITED PARCEL SERVICES - CL B 0.0%
Value ($000) $984 Shares 4,591 Est. Cost $151.33 Unrealized +11.4%
IJR ISHARES S&P SMALL CAP 600 0.0%
Value ($000) $916 Shares 7,997 Est. Cost $76.67 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $899 Shares 3,400 Est. Cost $189.81 Unrealized
XLF SPDR FINANCIAL SELECT ETF 0.0%
Value ($000) $692 Shares 17,716 Est. Cost $33.00 Unrealized
QQQ INVESCO QQQ TRUST SERIES 1 ETF 0.0%
Value ($000) $658 Shares 1,654 Est. Cost $176.20 Unrealized
MPC MARATHON PETROLEUM CORP COMMON 0.0%
Value ($000) $652 Shares 10,188 Est. Cost $47.48 Unrealized +23.0%
MCD MCDONALD'S CORPORATION COMMON 0.0%
Value ($000) $632 Shares 2,359 Est. Cost $215.94 Unrealized +6.3%
UNH UNITEDHEALTH GROUP INC COMMON 0.0%
Value ($000) $632 Shares 1,258 Est. Cost $278.46 Unrealized +51.6%
FULC FULCRUM THERAPEUTICS INC COMMON 0.0%
Value ($000) $622 Shares 35,186 Est. Cost $14.07 Unrealized +40.8%
PIMCO ENERGY & TACTICAL CREDIT 0.0%
Value ($000) $602 Shares 46,722 Est. Cost $8.83 Unrealized
FMHI FIRST TRUST MUNICIPAL HIGH 0.0%
Value ($000) $598 Shares 10,652 Est. Cost $56.14 Unrealized
VB VANGUARD SMALL CAP ETF 0.0%
Value ($000) $595 Shares 2,632 Est. Cost $218.69 Unrealized
SO SOUTHERN COMPANY COMMON 0.0%
Value ($000) $563 Shares 8,212 Est. Cost $49.31 Unrealized +11.0%
HD HOME DEPOT COMMON 0.0%
Value ($000) $543 Shares 1,308 Est. Cost $231.78 Unrealized +48.1%
EMR EMERSON ELECTRIC COMMON 0.0%
Value ($000) $490 Shares 5,273 Est. Cost $61.20 Unrealized +41.4%
BRK/B BERKSHIRE HATHAWAY INC. CLASS B 0.0%
Value ($000) $483 Shares 1,615 Est. Cost $153.57 Unrealized +86.5%
IBM IBM COMMON 0.0%
Value ($000) $439 Shares 3,284 Est. Cost $108.59 Unrealized -1.9%
XLE SPDR ENERGY SELECT ETF 0.0%
Value ($000) $420 Shares 7,567 Est. Cost $39.32 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $376 Shares 1,230 Est. Cost $152.10 Unrealized
PFE PFIZER, INC. COMMON 0.0%
Value ($000) $369 Shares 6,249 Est. Cost $24.64 Unrealized +63.2%
FDL FIRST TRUST MORNINGSTAR DIVIDEND 0.0%
Value ($000) $340 Shares 9,567 Est. Cost $27.90 Unrealized
PIMCO DYNAMIC INCOME CEF 0.0%
Value ($000) $318 Shares 12,277 Est. Cost $25.90 Unrealized
AVGO BROADCOM INC COMMON (NEW) 0.0%
Value ($000) $315 Shares 474 Est. Cost $42.43 Unrealized +22.1%
IVE ISHARES S&P 500 VALUE INDEX 0.0%
Value ($000) $294 Shares 1,877 Est. Cost $101.23 Unrealized
FDN FIRST TRUST DOW JONES INTERNET 0.0%
Value ($000) $287 Shares 1,267 Est. Cost $188.63 Unrealized
ICE INTERCONTINENTAL EXCHANGE GRP 0.0%
Value ($000) $277 Shares 2,024 Est. Cost $48.76 Unrealized +157.1%
DVY ISHARES DJ SELECT DIVIDEND ETF 0.0%
Value ($000) $275 Shares 2,245 Est. Cost $86.31 Unrealized
T AT&T INC. NEW COMMON 0.0%
Value ($000) $267 Shares 10,846 Est. Cost $13.23 Unrealized +10.9%
NTRS NORTHERN TRUST CORP. COMMON 0.0%
Value ($000) $263 Shares 2,200 Est. Cost $45.81 Unrealized +129.2%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $246 Shares 369 Est. Cost $466.00 Unrealized +32.5%
DUK DUKE ENERGY CORP. NEW COMMON 0.0%
Value ($000) $239 Shares 2,280 Est. Cost $69.54 Unrealized +24.1%
IMCB ISHARES MORNINGSTAR MID CAP ETF 0.0%
Value ($000) $224 Shares 3,156 Est. Cost $95.69 Unrealized
WALGREEN BOOTS ALLIANCE INC 0.0%
Value ($000) $221 Shares 4,245 Est. Cost $7985.01 Unrealized
ALGN ALIGN TECHNOLOGY INC COMMON 0.0%
Value ($000) $211 Shares 321 Est. Cost $593.73 Unrealized +8.3%
IVW ISHARES S&P 500 GROWTH INDEX 0.0%
Value ($000) $207 Shares 2,477 Est. Cost $78.15 Unrealized
MARATHON OIL CORP. COMMON 0.0%
Value ($000) $205 Shares 12,506 Est. Cost $16.39 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY 0.0%
Value ($000) $202 Shares 1,991 Est. Cost $100.78 Unrealized
MBB ISHARES MBS ETF 0.0%
Value ($000) $196 Shares 1,822 Est. Cost $107.57 Unrealized
ACN ACCENTURE PLC COMMON 0.0%
Value ($000) $187 Shares 452 Est. Cost $310.95 Unrealized +10.4%
KO COCA-COLA COMMON 0.0%
Value ($000) $186 Shares 3,144 Est. Cost $44.94 Unrealized +9.4%
DE DEERE & COMPANY COMMON 0.0%
Value ($000) $185 Shares 540 Est. Cost $155.83 Unrealized +110.9%
ETN EATON CORP NEW COMMON 0.0%
Value ($000) $184 Shares 1,062 Est. Cost $108.63 Unrealized +43.1%
CERNER CORPORATION COMMON 0.0%
Value ($000) $176 Shares 1,891 Est. Cost $36621.01 Unrealized
AMGN AMGEN INC. COMMON 0.0%
Value ($000) $172 Shares 764 Est. Cost $125.62 Unrealized +47.4%
FXH FIRST TRUST HEALTH CARE ALPHADEX 0.0%
Value ($000) $169 Shares 1,364 Est. Cost $94.57 Unrealized
PAYC PAYCOM SOFTWARE INC COMMON 0.0%
Value ($000) $167 Shares 402 Est. Cost $386.34 Unrealized +20.1%
WEC WEC ENERGY GROUP COMMON 0.0%
Value ($000) $166 Shares 1,705 Est. Cost $56.88 Unrealized +39.6%
MMM 3M CO COMMON 0.0%
Value ($000) $165 Shares 929 Est. Cost $101.82 Unrealized +25.0%
SF STIFEL FINANCIAL CORP COMMON 0.0%
Value ($000) $162 Shares 2,303 Est. Cost $33.11 Unrealized +103.2%
SPGI S&P GLOBAL INC COMMON 0.0%
Value ($000) $161 Shares 341 Est. Cost $220.80 Unrealized +100.1%
BA BOEING CO COMMON 0.0%
Value ($000) $159 Shares 791 Est. Cost $198.49 Unrealized +6.4%
QCOM QUALCOMM INC. COMMON 0.0%
Value ($000) $158 Shares 865 Est. Cost $55.23 Unrealized +164.5%
CSX CSX CORPORATION COMMON 0.0%
Value ($000) $158 Shares 4,215 Est. Cost $23.18 Unrealized +43.6%
VZ VERIZON COMMUNICATIONS COMMON 0.0%
Value ($000) $158 Shares 3,048 Est. Cost $32.26 Unrealized +25.2%
SPIB SPDR BARCLAYS INTERMED TERM CORP 0.0%
Value ($000) $157 Shares 4,351 Est. Cost $36.17 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT 0.0%
Value ($000) $153 Shares 2,831 Est. Cost $3777.40 Unrealized
XLP SPDR CONSUMER STAPLES ETF 0.0%
Value ($000) $149 Shares 1,929 Est. Cost $71.89 Unrealized
ORCL ORACLE CORPORATION COMMON 0.0%
Value ($000) $145 Shares 1,662 Est. Cost $55.88 Unrealized +59.1%
FBT FIRST TRUST NYSE ARCA 0.0%
Value ($000) $140 Shares 863 Est. Cost $157.59 Unrealized
IJT ISHARES S&P SMALL CAP 600 GROWTH 0.0%
Value ($000) $133 Shares 959 Est. Cost $137.04 Unrealized
AIVL WISDOMTREE US DIVIDEND 0.0%
Value ($000) $132 Shares 1,309 Est. Cost $75.55 Unrealized
MDT MEDTRONIC PLC COMMON 0.0%
Value ($000) $130 Shares 1,257 Est. Cost $109.80 Unrealized -7.1%
TXN TEXAS INSTRUMENTS COMMON 0.0%
Value ($000) $129 Shares 687 Est. Cost $168.53 Unrealized +1.0%
PPG PPG INDUSTRIES COMMON 0.0%
Value ($000) $128 Shares 742 Est. Cost $103.05 Unrealized +43.1%
FXD FIRST TRUST CONSUMER DISCRET 0.0%
Value ($000) $120 Shares 1,931 Est. Cost $42.47 Unrealized
DD DUPONT DE NEMOURS INC COMMON 0.0%
Value ($000) $118 Shares 1,464 Est. Cost $27.26 Unrealized +7.2%
IJS ISHARES S&P SMALLCAP 600 VALUE 0.0%
Value ($000) $113 Shares 1,084 Est. Cost $110.81 Unrealized
ADP AUTOMATIC DATA PROCESSING COMMON 0.0%
Value ($000) $111 Shares 450 Est. Cost $123.15 Unrealized +68.3%
TIP ISHARES BARCLAYS US TREASURY 0.0%
Value ($000) $111 Shares 862 Est. Cost $113.84 Unrealized
ABT ABBOTT LABORATORIES COMMON 0.0%
Value ($000) $111 Shares 790 Est. Cost $72.10 Unrealized +64.6%
IWO ISHARES ISHARES RUSSELL 2000 GR 0.0%
Value ($000) $110 Shares 377 Est. Cost $190.07 Unrealized
MRNA MODERNA INC COMMON 0.0%
Value ($000) $106 Shares 418 Est. Cost $81.29 Unrealized +259.7%
FXG FIRST TRUST CONSUMER STAPLES 0.0%
Value ($000) $99 Shares 1,600 Est. Cost $48.13 Unrealized
POOL POOL CORP COMMON 0.0%
Value ($000) $97 Shares 171 Est. Cost $497.54 Unrealized 0.0%
ALPINE 4 HOLDINGS INC CLASS A 0.0%
Value ($000) $96 Shares 50,000 Est. Cost $1.92 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $96 Shares 186 Est. Cost $389.51 Unrealized
ECL ECOLAB INC COMMON 0.0%
Value ($000) $96 Shares 408 Est. Cost $176.52 Unrealized +22.1%
OMC OMNICOM GROUP COMMON 0.0%
Value ($000) $92 Shares 1,254 Est. Cost $63.17 Unrealized -2.7%
ITW ILLINOIS TOOL WORKS COMMON 0.0%
Value ($000) $92 Shares 373 Est. Cost $184.65 Unrealized +13.9%
DEO DIAGEO PLC COMMON 0.0%
Value ($000) $91 Shares 415 Est. Cost $51077.91 Unrealized
PNQI INVESCO NASDAQ INTERNET ETF 0.0%
Value ($000) $88 Shares 408 Est. Cost $205.88 Unrealized
MET METLIFE INC. COMMON 0.0%
Value ($000) $87 Shares 1,398 Est. Cost $51.47 Unrealized +7.6%
WFC WELLS FARGO COMPANY COMMON 0.0%
Value ($000) $86 Shares 1,799 Est. Cost $38.88 Unrealized +14.2%
CRM SALESFORCE COM INC COMMON 0.0%
Value ($000) $84 Shares 331 Est. Cost $222.85 Unrealized +24.6%
NEE NEXTERA ENERGY INC. COMMON 0.0%
Value ($000) $84 Shares 896 Est. Cost $63.16 Unrealized +22.5%
KMB KIMBERLY CLARK COMPANY COMMON 0.0%
Value ($000) $83 Shares 578 Est. Cost $98.88 Unrealized +16.6%
DOW DOW CORPORATION COMMON 0.0%
Value ($000) $82 Shares 1,439 Est. Cost $40.78 Unrealized +10.5%
ESBA EMPIRE STATE REALTY OP LP 0.0%
Value ($000) $81 Shares 9,176 Est. Cost $14.82 Unrealized
RLI RLI CORP. COMMON 0.0%
Value ($000) $78 Shares 700 Est. Cost $44.15 Unrealized +3.4%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $77 Shares 524 Est. Cost $5908.09 Unrealized
SBUX STARBUCKS CORPORATION COMMON 0.0%
Value ($000) $77 Shares 660 Est. Cost $54.34 Unrealized +88.1%
MRK MERCK & CO INC COMMON (NEW) 0.0%
Value ($000) $77 Shares 999 Est. Cost $64.72 Unrealized +8.0%
PIONEER NATURAL RESOURCES CO. 0.0%
Value ($000) $75 Shares 414 Est. Cost $219825.67 Unrealized
NSC NORFOLK SOUTHERN COMMON 0.0%
Value ($000) $73 Shares 245 Est. Cost $106.78 Unrealized +139.0%
SON SUNOCO PRODUCTS COMPANY COMMON 0.0%
Value ($000) $70 Shares 1,212 Est. Cost $50.02 Unrealized +2.1%
PRU PRUDENTIAL FINANCIAL INC. COMMON 0.0%
Value ($000) $69 Shares 635 Est. Cost $81.40 Unrealized +9.2%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $68 Shares 787 Est. Cost $63.75 Unrealized +24.4%
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.0%
Value ($000) $68 Shares 413 Est. Cost $72.00 Unrealized
VYMI VANGUARD INTERNATIONAL HIGH DIV 0.0%
Value ($000) $66 Shares 985 Est. Cost $67.01 Unrealized
DOV DOVER CORPORATION COMMON 0.0%
Value ($000) $65 Shares 356 Est. Cost $98.11 Unrealized +64.0%
GIS GENERAL MILLS COMMON 0.0%
Value ($000) $65 Shares 969 Est. Cost $42.54 Unrealized +29.9%
XOM EXXON MOBIL CORP. COMMON 0.0%
Value ($000) $64 Shares 1,041 Est. Cost $52.57 Unrealized +2.5%
PLUG PLUG POWER, INC. NEW COMMON 0.0%
Value ($000) $64 Shares 2,256 Est. Cost $29.01 Unrealized +19.3%
PM PHILIP MORRIS INTERNATIONAL INC. 0.0%
Value ($000) $63 Shares 663 Est. Cost $69.34 Unrealized +10.1%
CLX CLOROX COMPANY COMMON 0.0%
Value ($000) $61 Shares 350 Est. Cost $137.56 Unrealized +5.9%
BDX BECTON DICKINSON & CO COMMON 0.0%
Value ($000) $59 Shares 236 Est. Cost $225.04 Unrealized -0.7%
EL ESTEE LAUDER COMPANIES INC 0.0%
Value ($000) $58 Shares 158 Est. Cost $228.86 Unrealized +38.8%
LHX L3HARRIS TECHNOLOGIES INC COMMON 0.0%
Value ($000) $57 Shares 265 Est. Cost $185.40 Unrealized +9.8%
INTC INTEL CORPORATION COMMON 0.0%
Value ($000) $57 Shares 1,103 Est. Cost $42.74 Unrealized +10.6%
AMD ADVANCED MICRO DEVICES COMMON 0.0%
Value ($000) $57 Shares 397 Est. Cost $11.86 Unrealized +1033.6%
ABBV ABBVIE INC COMMON 0.0%
Value ($000) $56 Shares 413 Est. Cost $66.20 Unrealized +53.6%
CTVA CORTEVA INC COMMON 0.0%
Value ($000) $56 Shares 1,176 Est. Cost $25.02 Unrealized +74.0%
USMV ISHARES EDGE MSCI MINIMUM 0.0%
Value ($000) $56 Shares 698 Est. Cost $72.23 Unrealized
HCA HCA HEALTHCARE INC COMMON 0.0%
Value ($000) $55 Shares 215 Est. Cost $236.02 Unrealized 0.0%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.0%
Value ($000) $55 Shares 300 Est. Cost $103.19 Unrealized +58.6%
TGT TARGET CORP. COMMON 0.0%
Value ($000) $52 Shares 225 Est. Cost $154.54 Unrealized +38.6%
MDLZ MONDELEZ INT'L INC. A COMMON 0.0%
Value ($000) $50 Shares 750 Est. Cost $37.84 Unrealized +46.2%
ABNB AIRBNB INC COMMON 0.0%
Value ($000) $50 Shares 300 Est. Cost $185.28 Unrealized -5.0%
TWLO TWILIO INC CLASS A COMMON 0.0%
Value ($000) $49 Shares 187 Est. Cost $312.48 Unrealized -4.3%
CME CME GROUP INC COMMON 0.0%
Value ($000) $49 Shares 215 Est. Cost $124.79 Unrealized +48.1%
CASY CASEY'S GENERAL STORES COMMON 0.0%
Value ($000) $49 Shares 250 Est. Cost $109.41 Unrealized +72.3%
ROST ROSS STORES, INC. COMMON 0.0%
Value ($000) $48 Shares 424 Est. Cost $99.15 Unrealized +7.5%
MRSH MARSH & MCLENNAN COMMON 0.0%
Value ($000) $48 Shares 277 Est. Cost $115.64 Unrealized +35.1%
BAX BAXTER INTERNATIONAL INC. COMMON 0.0%
Value ($000) $46 Shares 534 Est. Cost $73.17 Unrealized 0.0%
NWN NORTHWEST NATURAL HOLDING CO 0.0%
Value ($000) $46 Shares 950 Est. Cost $66.85 Unrealized -30.4%
OKE ONEOK INC COMMON (NEW) 0.0%
Value ($000) $46 Shares 779 Est. Cost $35.41 Unrealized +40.1%
BROS DUTCH BROS INC CLASS A COMMON 0.0%
Value ($000) $46 Shares 900 Est. Cost $47.51 Unrealized +16.9%
YETI YETI HOLDINGS INC COMMON 0.0%
Value ($000) $45 Shares 544 Est. Cost $59.19 Unrealized +55.1%
NVS NOVARTIS AG ADR 0.0%
Value ($000) $44 Shares 507 Est. Cost $22370.59 Unrealized
ENB ENBRIDGE INC COMMON 0.0%
Value ($000) $43 Shares 1,094 Est. Cost $22.74 Unrealized +34.8%
LUV SOUTHWEST AIRLINES CO COMMON 0.0%
Value ($000) $43 Shares 1,012 Est. Cost $35.00 Unrealized +24.8%
HPQ HP INC COMMON 0.0%
Value ($000) $42 Shares 1,107 Est. Cost $22.85 Unrealized +23.4%
BAC BANK OF AMERICA CORP. COMMON 0.0%
Value ($000) $42 Shares 945 Est. Cost $31.84 Unrealized +28.8%
CAR AVIS BUDGET GROUP INC COMMON 0.0%
Value ($000) $41 Shares 200 Est. Cost $37.79 Unrealized +457.2%
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $41 Shares 203 Est. Cost $71.58 Unrealized +143.5%
BABA ALIBABA GROUP HOLDING ADR 0.0%
Value ($000) $39 Shares 328 Est. Cost $219.95 Unrealized
AJG ARTHUR J GALLAGHER & CO COMMON 0.0%
Value ($000) $38 Shares 225 Est. Cost $156.75 Unrealized 0.0%
OEF ISHARES S&P 100 INDEX FUND ETF 0.0%
Value ($000) $38 Shares 173 Est. Cost $219.65 Unrealized
LUCID GROUP INC COMMON 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $25.00 Unrealized
SHYL XTRACKERS SHORT DURATION HIGH YD 0.0%
Value ($000) $37 Shares 780 Est. Cost $48.72 Unrealized
RWR SPDR DJ REIT ETF 0.0%
Value ($000) $36 Shares 297 Est. Cost $104.38 Unrealized
WH WYNDHAM HOTELS & RESORTS INC 0.0%
Value ($000) $36 Shares 400 Est. Cost $57.84 Unrealized +44.5%
DIA SPDR DOW JONES INDUSTRIAL 0.0%
Value ($000) $36 Shares 100 Est. Cost $280.00 Unrealized
RSPT INVESCO S&P 500 EQUAL WEIGHT 0.0%
Value ($000) $35 Shares 109 Est. Cost $165.14 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $33 Shares 200 Est. Cost $110.00 Unrealized
IJK ISHARES S&P MIDCAP 400 GRWTH 0.0%
Value ($000) $33 Shares 384 Est. Cost $107.27 Unrealized
LMT LOCKHEED MARTIN CORPORATION 0.0%
Value ($000) $33 Shares 93 Est. Cost $320.64 Unrealized -3.6%
GLD SPDR GOLD TRUST ETF 0.0%
Value ($000) $33 Shares 194 Est. Cost $8840.64 Unrealized
TFC TRUIST FINANCIAL CORP COMMON 0.0%
Value ($000) $33 Shares 561 Est. Cost $48.64 Unrealized +2.2%
COST COSTCO WHOLESALE CORP COMMON 0.0%
Value ($000) $32 Shares 57 Est. Cost $135.50 Unrealized +260.2%
XYZ BLOCK INC CLASS A COMMON 0.0%
Value ($000) $32 Shares 200 Est. Cost $233.92 Unrealized -7.4%
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.0%
Value ($000) $32 Shares 350 Est. Cost $81.13 Unrealized
UNILEVER PLC SPONSORED ADR 0.0%
Value ($000) $30 Shares 563 Est. Cost $45310.84 Unrealized
PTLO PORTILLOS INC CLASS A COMMON 0.0%
Value ($000) $29 Shares 770 Est. Cost $40.09 Unrealized 0.0%
IJJ ISHARES S&P MIDCAP 400 VALUE 0.0%
Value ($000) $29 Shares 266 Est. Cost $121.49 Unrealized
GPC GENUINE PARTS COMMON 0.0%
Value ($000) $28 Shares 200 Est. Cost $116.48 Unrealized +1.3%
ADM ARCHER DANIELS MIDLAND COMMON 0.0%
Value ($000) $28 Shares 420 Est. Cost $33.99 Unrealized +68.8%
BCE BCE INC. COMMON 0.0%
Value ($000) $28 Shares 538 Est. Cost $34.95 Unrealized +8.8%
FLEETCOR TECHNOLOGIES INC COMMON 0.0%
Value ($000) $28 Shares 127 Est. Cost $275.59 Unrealized
RJF RAYMOND JAMES FINANCIAL CORP. 0.0%
Value ($000) $28 Shares 277 Est. Cost $66.40 Unrealized +40.0%
DLTR DOLLAR TREE INC COMMON 0.0%
Value ($000) $28 Shares 200 Est. Cost $85.14 Unrealized +42.7%
VCIT VANGUARD INTERMEDIATE-TERM CORP 0.0%
Value ($000) $28 Shares 299 Est. Cost $93.69 Unrealized
TSCO TRACTOR SUPPLY COMPANY COMMON 0.0%
Value ($000) $28 Shares 117 Est. Cost $29.90 Unrealized +36.2%
ES EVERSOURCE ENERGY COMMON (NEW) 0.0%
Value ($000) $28 Shares 308 Est. Cost $72.67 Unrealized 0.0%
PH PARKER-HANNIFIN COMMON 0.0%
Value ($000) $27 Shares 86 Est. Cost $292.73 Unrealized 0.0%
EXC EXELON CORPORATION COMMON 0.0%
Value ($000) $26 Shares 447 Est. Cost $26.63 Unrealized +22.1%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $26 Shares 200 Est. Cost $120.00 Unrealized
IYY ISHARES DOW JONES US ETF 0.0%
Value ($000) $25 Shares 216 Est. Cost $116.22 Unrealized
RGA REINSURANCE GROUP OF AMERICA 0.0%
Value ($000) $25 Shares 225 Est. Cost $89.99 Unrealized +23.5%
XEL XCEL ENERGY INC. COMMON 0.0%
Value ($000) $24 Shares 350 Est. Cost $53.56 Unrealized +6.1%
NKE NIKE INC. CLASS B COMMON 0.0%
Value ($000) $24 Shares 142 Est. Cost $153.96 Unrealized +0.4%
QUAL ISHARES EDGE MSCI USA QUALITY 0.0%
Value ($000) $24 Shares 167 Est. Cost $125.35 Unrealized
BLACKROCK MUNIASSETS FUND INC 0.0%
Value ($000) $24 Shares 1,600 Est. Cost $15.00 Unrealized
MO ALTRIA GROUP INC. COMMON 0.0%
Value ($000) $24 Shares 505 Est. Cost $30.62 Unrealized +7.1%
CC CHEMOURS COMPANY COMMON 0.0%
Value ($000) $23 Shares 688 Est. Cost $27.31 Unrealized -1.7%
IAU ISHARES GOLD TRUST ETF 0.0%
Value ($000) $23 Shares 652 Est. Cost $33.74 Unrealized
IJH ISHARES S&P MIDCAP 400 ETF 0.0%
Value ($000) $22 Shares 76 Est. Cost $256.23 Unrealized
RIVN RIVIAN AUTOMOTIVE INC CLASS A 0.0%
Value ($000) $22 Shares 210 Est. Cost $115.22 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS NV COMMON 0.0%
Value ($000) $21 Shares 91 Est. Cost $191.52 Unrealized +2.7%
EEM ISHARES MSCI EMERGING MARKETS 0.0%
Value ($000) $21 Shares 422 Est. Cost $1756.64 Unrealized
THO THOR INDUSTRIES INC. COMMON 0.0%
Value ($000) $21 Shares 200 Est. Cost $47.71 Unrealized +107.9%
GD GENERAL DYNAMICS COMMON 0.0%
Value ($000) $20 Shares 97 Est. Cost $126.42 Unrealized +46.5%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $20 Shares 180 Est. Cost $105.56 Unrealized
TRV TRAVELERS COS INC/THE COMMON 0.0%
Value ($000) $20 Shares 128 Est. Cost $132.25 Unrealized +8.8%
WM WASTE MANAGEMENT INC. COMMON 0.0%
Value ($000) $20 Shares 118 Est. Cost $103.04 Unrealized +46.2%
RMD RESMED INC COMMON 0.0%
Value ($000) $20 Shares 75 Est. Cost $151.51 Unrealized +65.2%
XNTK SPDR NYSE TECHNOLOGY ETF 0.0%
Value ($000) $20 Shares 118 Est. Cost $144.07 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY IDX 0.0%
Value ($000) $19 Shares 126 Est. Cost $134.41 Unrealized
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $19 Shares 113 Est. Cost $118.72 Unrealized
HRL HORMEL FOODS CORP. COMMON 0.0%
Value ($000) $19 Shares 390 Est. Cost $31.07 Unrealized +24.3%
COLUMBIA SELIGMAN PREMIUM 0.0%
Value ($000) $19 Shares 500 Est. Cost $32.00 Unrealized
BRO BROWN & BROWN INC COMMON 0.0%
Value ($000) $19 Shares 270 Est. Cost $44.47 Unrealized +41.2%
FLTR VANECK VECTORS INV GRAD FLOATING 0.0%
Value ($000) $19 Shares 762 Est. Cost $24.93 Unrealized
NRG NRG ENERGY INC COMMON 0.0%
Value ($000) $19 Shares 431 Est. Cost $28.17 Unrealized +24.1%
FRCB FIRST REPUBLIC BANK COMMON 0.0%
Value ($000) $19 Shares 92 Est. Cost $194.69 Unrealized +7.3%
ZTS ZOETIS INC COMMON 0.0%
Value ($000) $19 Shares 77 Est. Cost $193.72 Unrealized +8.7%
EVRG EVERGY INC COMMON 0.0%
Value ($000) $18 Shares 262 Est. Cost $50.34 Unrealized +9.0%
KMI KINDER MORGAN INC COMMON 0.0%
Value ($000) $18 Shares 1,130 Est. Cost $12.62 Unrealized +4.6%
DHR DANAHER CORP. COMMON 0.0%
Value ($000) $18 Shares 56 Est. Cost $225.66 Unrealized +19.7%
AON AON PLC COMMON 0.0%
Value ($000) $18 Shares 60 Est. Cost $260.29 Unrealized +11.8%
CCI CROWN CASTLE INTL CORP REIT NEW 0.0%
Value ($000) $18 Shares 85 Est. Cost $149.47 Unrealized +0.4%
VCSH VANGUARD SHORT TERM CORPORATE BD 0.0%
Value ($000) $18 Shares 226 Est. Cost $79.65 Unrealized
VFC V.F. CORPORATION COMMON 0.0%
Value ($000) $17 Shares 229 Est. Cost $73.05 Unrealized 0.0%
MNA IQ MERGER ARBITRAGE ETF 0.0%
Value ($000) $17 Shares 531 Est. Cost $33.90 Unrealized
TNL TRAVEL AND LEISURE CO COMMON 0.0%
Value ($000) $17 Shares 300 Est. Cost $45.04 Unrealized -0.0%
CL COLGATE-PALMOLIVE COMMON 0.0%
Value ($000) $17 Shares 198 Est. Cost $67.97 Unrealized +4.3%
AEE AMEREN CORPORATION COMMON 0.0%
Value ($000) $17 Shares 188 Est. Cost $37.81 Unrealized +98.4%
AFL AFLAC INC. COMMON 0.0%
Value ($000) $16 Shares 273 Est. Cost $37.56 Unrealized +35.7%
AMAT APPLIED MATERIALS COMMON 0.0%
Value ($000) $16 Shares 100 Est. Cost $54.36 Unrealized +156.8%
SJM JM SMUCKER NEW COMMON 0.0%
Value ($000) $16 Shares 121 Est. Cost $109.93 Unrealized +1.0%
TER TERADYNE INC COMMON 0.0%
Value ($000) $16 Shares 100 Est. Cost $61.91 Unrealized +123.2%
JOHN HANCOCK PREFERRED INCOME 0.0%
Value ($000) $15 Shares 745 Est. Cost $20.13 Unrealized
IUSG ISHARES CORE S&P US GROWTH ETF 0.0%
Value ($000) $15 Shares 128 Est. Cost $93.75 Unrealized
SECUREWORKS CORP A COMMON 0.0%
Value ($000) $15 Shares 921 Est. Cost $13.03 Unrealized
BX BLACKSTONE INC COMMON 0.0%
Value ($000) $15 Shares 118 Est. Cost $80.33 Unrealized +44.5%
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $15 Shares 152 Est. Cost $98.68 Unrealized
TT TRANE TECHNOLOGIES PLC COMMMON 0.0%
Value ($000) $15 Shares 74 Est. Cost $153.32 Unrealized +16.5%
D DOMINION ENERGY INC. COMMON 0.0%
Value ($000) $14 Shares 180 Est. Cost $61.63 Unrealized +0.8%
IHS MARKIT LTD COMMON 0.0%
Value ($000) $14 Shares 107 Est. Cost $112.15 Unrealized
INTU INTUIT INC COMMON 0.0%
Value ($000) $14 Shares 22 Est. Cost $524.46 Unrealized +14.7%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $14 Shares 161 Est. Cost $85.22 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $14 Shares 59 Est. Cost $215.53 Unrealized
IYR ISHARES DJ US REAL ESTATE ETF 0.0%
Value ($000) $13 Shares 109 Est. Cost $100.92 Unrealized
CEF SPROTT PHYSICAL GOLD AND SILVER 0.0%
Value ($000) $13 Shares 724 Est. Cost $19.34 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV 0.0%
Value ($000) $13 Shares 136 Est. Cost $73.14 Unrealized -6.5%
LIBERTY ALL STAR EQUITY FUND 0.0%
Value ($000) $13 Shares 1,577 Est. Cost $8.46 Unrealized
KD KYNDRYL HOLDINGS INC COMMON 0.0%
Value ($000) $12 Shares 668 Est. Cost $21.59 Unrealized 0.0%
IBDRY IBERDROLA SA SPONSORED ADR 0.0%
Value ($000) $12 Shares 259 Est. Cost $46.33 Unrealized
OLED UNIVERSAL DISPLAY CORP COMMON 0.0%
Value ($000) $12 Shares 75 Est. Cost $68.17 Unrealized +131.9%
C CITIGROUP INC. COMMON (NEW) 0.0%
Value ($000) $12 Shares 195 Est. Cost $49.87 Unrealized +14.6%
SHW SHERWIN-WILLIAMS COMMON 0.0%
Value ($000) $12 Shares 35 Est. Cost $281.41 Unrealized +10.6%
OGS ONE GAS INC COMMON 0.0%
Value ($000) $12 Shares 156 Est. Cost $42.74 Unrealized +62.9%
SYK STRYKER CORP. COMMON 0.0%
Value ($000) $11 Shares 42 Est. Cost $255.22 Unrealized -1.6%
LIT GLOBAL X LITHIUM AND BATTERY 0.0%
Value ($000) $11 Shares 132 Est. Cost $54.70 Unrealized
MU MICRON TECHNOLOGY, INC. COMMON 0.0%
Value ($000) $11 Shares 118 Est. Cost $44.12 Unrealized +72.9%
IDXX IDEXX LABORATORIES INC COMMON 0.0%
Value ($000) $11 Shares 17 Est. Cost $671.94 Unrealized -6.6%
NDAQ THE NASDAQ OMX GROUP COMMON 0.0%
Value ($000) $11 Shares 54 Est. Cost $59.23 Unrealized +8.5%
FBIN FORTUNE BRANDS HOME & SECURITY 0.0%
Value ($000) $11 Shares 100 Est. Cost $48.33 Unrealized +67.3%
CI CIGNA CORPORATION NEW COMMON 0.0%
Value ($000) $11 Shares 48 Est. Cost $190.59 Unrealized +3.5%
AMT AMERICAN TOWER REIT 0.0%
Value ($000) $10 Shares 35 Est. Cost $180.16 Unrealized +32.9%
VOE VANGUARD MID CAP VALUE ETF 0.0%
Value ($000) $10 Shares 68 Est. Cost $67979.13 Unrealized
LNG CHENIERE ENERGY INC COMMON 0.0%
Value ($000) $10 Shares 100 Est. Cost $51.25 Unrealized +103.5%
ENTG ENTEGRIS INC COMMON 0.0%
Value ($000) $10 Shares 71 Est. Cost $118.42 Unrealized +16.1%
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value ($000) $10 Shares 134 Est. Cost $67.16 Unrealized
MNST MONSTER BEVERAGE CORP COMMON 0.0%
Value ($000) $10 Shares 104 Est. Cost $45.27 Unrealized -1.8%
MS MORGAN STANLEY COMMON 0.0%
Value ($000) $9 Shares 91 Est. Cost $85.71 Unrealized +1.2%
KHC KRAFT HEINZ COMPANY COMMON 0.0%
Value ($000) $9 Shares 240 Est. Cost $22.12 Unrealized +33.3%
SVB FINANCIAL GROUP COMMON 0.0%
Value ($000) $9 Shares 13 Est. Cost $656.80 Unrealized
CATALENT INC COMMON 0.0%
Value ($000) $9 Shares 72 Est. Cost $138.89 Unrealized
AZN ASTRAZENECA PLC COMMON 0.0%
Value ($000) $9 Shares 147 Est. Cost $42.67 Unrealized
CIEN CIENA CORP COMMON 0.0%
Value ($000) $9 Shares 117 Est. Cost $55.54 Unrealized +11.1%
WSO WATSCO INC COMMON 0.0%
Value ($000) $9 Shares 30 Est. Cost $296.23 Unrealized 0.0%
SILK ROAD MEDICAL INC COMMON 0.0%
Value ($000) $9 Shares 200 Est. Cost $50.00 Unrealized
GEN NORTONLIFELOCK INC COMMON 0.0%
Value ($000) $8 Shares 299 Est. Cost $22.60 Unrealized +2.7%
RCL ROYAL CARIBBEAN GROUP LTD COMMON 0.0%
Value ($000) $8 Shares 110 Est. Cost $47.66 Unrealized +67.5%
NTAP NETAPP INC COMMON 0.0%
Value ($000) $8 Shares 83 Est. Cost $69.83 Unrealized +16.7%
STX SEAGATE TECHNOLOGY HOLDINGS PLC 0.0%
Value ($000) $8 Shares 72 Est. Cost $75.37 Unrealized +12.4%
CDK GLOBAL INC COMMON 0.0%
Value ($000) $8 Shares 186 Est. Cost $7595.92 Unrealized
LEG LEGGETT & PLATT COMMON 0.0%
Value ($000) $8 Shares 184 Est. Cost $43.43 Unrealized 0.0%
CYRUSONE INC COMMON 0.0%
Value ($000) $8 Shares 89 Est. Cost $67.42 Unrealized
BMY BRISTOL-MYERS SQUIBB COMPANY 0.0%
Value ($000) $8 Shares 135 Est. Cost $51.58 Unrealized -4.5%
GRMN GARMIN LTD. COMMON 0.0%
Value ($000) $8 Shares 60 Est. Cost $126.72 Unrealized +3.8%
UNP UNION PACIFIC COMMON 0.0%
Value ($000) $8 Shares 31 Est. Cost $192.47 Unrealized +11.7%
F FORD MOTOR COMMON 0.0%
Value ($000) $8 Shares 400 Est. Cost $7.67 Unrealized +82.6%
APD AIR PRODUCTS & CHEMICALS COMMON 0.0%
Value ($000) $7 Shares 22 Est. Cost $135.57 Unrealized +94.5%
CMS CMS ENERGY COMMON 0.0%
Value ($000) $7 Shares 100 Est. Cost $53.66 Unrealized +0.7%
DAR DARLING INGREDIENTS INC COMMON 0.0%
Value ($000) $7 Shares 95 Est. Cost $71.56 Unrealized +1.5%
DLR DIGITAL REALTY TRUST INC. REIT 0.0%
Value ($000) $7 Shares 41 Est. Cost $128.42 Unrealized +7.5%
FLCA FRANKLIN FTSE CANADA ETF 0.0%
Value ($000) $7 Shares 211 Est. Cost $33.18 Unrealized
USHY ISHARES BROAD USD HIGH YIELD 0.0%
Value ($000) $7 Shares 158 Est. Cost $44.30 Unrealized
SRE SEMPRA ENERGY COMMON 0.0%
Value ($000) $7 Shares 50 Est. Cost $58.40 Unrealized -5.0%
PSX PHILLIPS 66 COMMON 0.0%
Value ($000) $7 Shares 100 Est. Cost $58.87 Unrealized +9.9%
WTRG ESSENTIAL UTILITIES INC COMMON 0.0%
Value ($000) $7 Shares 124 Est. Cost $47.18 Unrealized +2.9%
MOH MOLINA HEALTHCARE INC COMMON 0.0%
Value ($000) $7 Shares 21 Est. Cost $264.10 Unrealized +12.6%
GS GOLDMAN SACHS GROUP INC COMMON 0.0%
Value ($000) $7 Shares 17 Est. Cost $349.92 Unrealized +1.9%
HSY HERSHEY FOODS COMMON 0.0%
Value ($000) $7 Shares 36 Est. Cost $130.99 Unrealized +24.9%
MAA MID AMERICAN APARTMENT COMM INC 0.0%
Value ($000) $7 Shares 31 Est. Cost $178.27 Unrealized 0.0%
JBL JABIL INC COMMON 0.0%
Value ($000) $6 Shares 80 Est. Cost $58.58 Unrealized +6.4%
MPWR MONOLITHIC POWER SYSTEMS INC 0.0%
Value ($000) $6 Shares 12 Est. Cost $440.15 Unrealized +13.6%
INOVIO PHARMACEUTICALS INC NEW 0.0%
Value ($000) $6 Shares 1,210 Est. Cost $7.44 Unrealized
HLI HOULIHAN LOKEY INC COMMON 0.0%
Value ($000) $6 Shares 61 Est. Cost $80.88 Unrealized +22.4%
GLW CORNING INC. COMMON 0.0%
Value ($000) $6 Shares 150 Est. Cost $38.31 Unrealized -13.0%
CNMD CONMED CORP COMMON 0.0%
Value ($000) $6 Shares 41 Est. Cost $125.78 Unrealized +8.4%
FELE FRANKLIN ELECTRIC CO INC COMMON 0.0%
Value ($000) $6 Shares 68 Est. Cost $78.42 Unrealized +9.3%
CGNX COGNEX CORPORATION COMMON STOCK 0.0%
Value ($000) $6 Shares 73 Est. Cost $55.17 Unrealized +42.2%
BSX BOSTON SCIENTIFIC CORP. COMMON 0.0%
Value ($000) $6 Shares 148 Est. Cost $44.24 Unrealized -5.0%
TRU TRANSUNION COMMON 0.0%
Value ($000) $5 Shares 45 Est. Cost $89.24 Unrealized +25.6%
CMI CUMMINS INC COMMON 0.0%
Value ($000) $5 Shares 23 Est. Cost $228.30 Unrealized -9.8%
TOTALENERGIES SE ADR 0.0%
Value ($000) $5 Shares 95 Est. Cost $48.49 Unrealized
MGA MAGNA INTERNATIONAL COMMON 0.0%
Value ($000) $5 Shares 67 Est. Cost $70.50 Unrealized 0.0%
LAZARD INC COMMON 0.0%
Value ($000) $5 Shares 116 Est. Cost $43.10 Unrealized
STAG STAG INDUSTRIAL INC COMMON 0.0%
Value ($000) $5 Shares 103 Est. Cost $38.83 Unrealized
IWS ISHARES RUSSELLL MID CAP VALUE 0.0%
Value ($000) $5 Shares 42 Est. Cost $119.05 Unrealized
TAK TAKEDA PHARMACEUTICALS ADR 0.0%
Value ($000) $5 Shares 367 Est. Cost $13.62 Unrealized
ETFMG ISE CYBER SECURITY ETF 0.0%
Value ($000) $5 Shares 85 Est. Cost $58.82 Unrealized
WELL WELLTOWER INC COMMON 0.0%
Value ($000) $5 Shares 55 Est. Cost $76.81 Unrealized -2.3%
VTRS VIATRIS INC COMMON 0.0%
Value ($000) $5 Shares 378 Est. Cost $13.33 Unrealized -16.6%
AOS SMITH (A.O.) CLASS B COMMON 0.0%
Value ($000) $5 Shares 56 Est. Cost $70.77 Unrealized 0.0%
YUMC YUM CHINA HOLDINGS COMMON 0.0%
Value ($000) $5 Shares 100 Est. Cost $40.34 Unrealized +34.5%
SANM SANMINA CORP COMMON 0.0%
Value ($000) $5 Shares 124 Est. Cost $38.36 Unrealized +2.5%
WHR WHIRLPOOL CORPORATION COMMON 0.0%
Value ($000) $5 Shares 21 Est. Cost $219.62 Unrealized 0.0%
O REALTY INCOME CORPORATION COMMON 0.0%
Value ($000) $4 Shares 62 Est. Cost $46.02 Unrealized +20.3%
MYGN MYRIAD GENETICS INC COMMON 0.0%
Value ($000) $4 Shares 151 Est. Cost $33.21 Unrealized -12.8%
EPAM EPAM SYSTEMS INC COMMON 0.0%
Value ($000) $4 Shares 6 Est. Cost $588.43 Unrealized +9.4%
MSM MSC INDUSTRIAL DIRECT CO INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $72.67 Unrealized +15.0%
EBAY EBAY INC. COMMON 0.0%
Value ($000) $4 Shares 55 Est. Cost $66.14 Unrealized -0.2%
R RYDER SYSTEM COMMON 0.0%
Value ($000) $4 Shares 44 Est. Cost $76.97 Unrealized +8.9%
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $4 Shares 358 Est. Cost $14.32 Unrealized
PAYX PAYCHEX INC COMMON 0.0%
Value ($000) $4 Shares 30 Est. Cost $80.38 Unrealized +36.7%
NFLX NETFLIX INC COMMON 0.0%
Value ($000) $4 Shares 6 Est. Cost $55.03 Unrealized +16.1%
ASML ASML HOLDING NV COMMON 0.0%
Value ($000) $4 Shares 5 Est. Cost $800.00 Unrealized
PGR PROGRESSIVE CORPORATION-OHIO 0.0%
Value ($000) $4 Shares 41 Est. Cost $85.34 Unrealized +0.5%
BUNGE LIMITED COMMON 0.0%
Value ($000) $4 Shares 48 Est. Cost $83.33 Unrealized
CBT CABOT CORP COMMON 0.0%
Value ($000) $4 Shares 66 Est. Cost $48.69 Unrealized +3.6%
ALC ALCON INC COMMON 0.0%
Value ($000) $4 Shares 47 Est. Cost $75.98 Unrealized +7.0%
PLXS PLEXUS CORP COMMON 0.0%
Value ($000) $4 Shares 39 Est. Cost $88.94 Unrealized +3.8%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $4 Shares 52 Est. Cost $72.14 Unrealized
COHERENT INC COMMON 0.0%
Value ($000) $4 Shares 15 Est. Cost $266.67 Unrealized
IBN ICICI BANK LTD COMMON 0.0%
Value ($000) $4 Shares 217 Est. Cost $18.43 Unrealized
GSLC GOLDMAN SACHS ACTIVE BETA US 0.0%
Value ($000) $4 Shares 45 Est. Cost $88.89 Unrealized
ISRG INTUITIVE SURGICAL INC COMMON 0.0%
Value ($000) $4 Shares 12 Est. Cost $341.30 Unrealized +0.8%
IVZ INVESCO LTD COMMON 0.0%
Value ($000) $4 Shares 166 Est. Cost $18.28 Unrealized +10.6%
TDC TERADATA CORP COMMON 0.0%
Value ($000) $4 Shares 100 Est. Cost $29.23 Unrealized +68.8%
TE CONNECTIVITY LTD COMMON 0.0%
Value ($000) $4 Shares 22 Est. Cost $181.82 Unrealized
SNPS SYNOPSYS INC COMMON 0.0%
Value ($000) $3 Shares 8 Est. Cost $303.56 Unrealized +11.1%
LAM RESEARCH CORP. COMMON 0.0%
Value ($000) $3 Shares 4 Est. Cost $500.00 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO 0.0%
Value ($000) $3 Shares 212 Est. Cost $11.94 Unrealized +11.8%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $3 Shares 18 Est. Cost $166.72 Unrealized -4.9%
INN SUMMIT HOTEL PROPERTIES INC 0.0%
Value ($000) $3 Shares 298 Est. Cost $10.07 Unrealized
H&E EQUITMENT SERVICES INC 0.0%
Value ($000) $3 Shares 79 Est. Cost $37.97 Unrealized
MCK MCKESSON HBOC INC. COMMON 0.0%
Value ($000) $3 Shares 13 Est. Cost $195.10 Unrealized +10.1%
GWW GRAINGER (W.W.) INC. COMMON 0.0%
Value ($000) $3 Shares 5 Est. Cost $414.76 Unrealized +9.1%
TRGP TARGA RESOURCES CORP COMMON 0.0%
Value ($000) $3 Shares 48 Est. Cost $49.03 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC COMMON 0.0%
Value ($000) $3 Shares 5 Est. Cost $70.26 Unrealized +23.1%
FAF FIRST AMERICAN CORP COMMMON 0.0%
Value ($000) $3 Shares 41 Est. Cost $64.40 Unrealized 0.0%
SNA SNAP-ON INC COMMON 0.0%
Value ($000) $3 Shares 13 Est. Cost $191.57 Unrealized 0.0%
EFSC ENTERPRISE FINANCIAL SVCS CORP 0.0%
Value ($000) $3 Shares 60 Est. Cost $40.72 Unrealized +7.0%
PEB PEBBLEBROOK HOTEL TRUST REIT 0.0%
Value ($000) $3 Shares 150 Est. Cost $20.00 Unrealized
ETSY ETSY INC COMMON 0.0%
Value ($000) $3 Shares 13 Est. Cost $202.78 Unrealized +18.8%
PPL PPL CORPORATION COMMON 0.0%
Value ($000) $3 Shares 103 Est. Cost $24.94 Unrealized 0.0%
IQV IQVIA HOLDINGS INC COMMON 0.0%
Value ($000) $3 Shares 10 Est. Cost $252.41 Unrealized +2.8%
ATLASSIAN CORPORATION PLC COMMON 0.0%
Value ($000) $3 Shares 7 Est. Cost $428.57 Unrealized
TD TORONTO DOMINION BANK COMMON 0.0%
Value ($000) $3 Shares 38 Est. Cost $72.90 Unrealized 0.0%
AEP AMERICAN ELECTRIC POWER COMMON 0.0%
Value ($000) $3 Shares 39 Est. Cost $72.48 Unrealized 0.0%
FLTW FRANKLIN FTSE TAIWAN ETF 0.0%
Value ($000) $3 Shares 57 Est. Cost $52.63 Unrealized
FE FIRSTENERGY CORP. COMMON 0.0%
Value ($000) $3 Shares 81 Est. Cost $32.61 Unrealized 0.0%
AVANGRID INC COMMON 0.0%
Value ($000) $3 Shares 67 Est. Cost $44.78 Unrealized
APTIV PLC COMMON 0.0%
Value ($000) $2 Shares 12 Est. Cost $166.67 Unrealized
TTD TRADE DESK INC CLASS A COMMON 0.0%
Value ($000) $2 Shares 18 Est. Cost $87.59 Unrealized 0.0%
DXCM DEXCOM INC COMMON 0.0%
Value ($000) $2 Shares 3 Est. Cost $126.11 Unrealized +13.9%
TW TRADEWEB MARKETS INC COMMON 0.0%
Value ($000) $2 Shares 24 Est. Cost $86.27 Unrealized +6.9%
DG DOLLAR GENERAL CORP COMMON 0.0%
Value ($000) $2 Shares 9 Est. Cost $210.44 Unrealized -1.9%
AKAM AKAMAI TECHNOLOGIES COMMON 0.0%
Value ($000) $2 Shares 14 Est. Cost $114.26 Unrealized -3.8%
UBER UBER TECHNOLOGIES INC COMMON 0.0%
Value ($000) $2 Shares 42 Est. Cost $43.69 Unrealized -1.3%
ULTA ULTA BEAUTY INC COMMON 0.0%
Value ($000) $2 Shares 6 Est. Cost $361.20 Unrealized +7.6%
AAP ADVANCE AUTO PARTS COMMON 0.0%
Value ($000) $2 Shares 9 Est. Cost $186.49 Unrealized +10.1%
COVETRUS INC COMMON 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
ABBNY ABB LIMITED SPONSORED ADR 0.0%
Value ($000) $2 Shares 41 Est. Cost $24.39 Unrealized
HLT HILTON WORLDWIDE HOLDINGS INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $124.85 Unrealized +13.9%
MFC MANULIFE FINANCIAL INC. COMMON 0.0%
Value ($000) $2 Shares 129 Est. Cost $16.54 Unrealized +17.1%
SPLUNK INC COMMON 0.0%
Value ($000) $2 Shares 13 Est. Cost $153.85 Unrealized
IYZ ISHARES DJ US TELECOM ETF 0.0%
Value ($000) $2 Shares 61 Est. Cost $32.79 Unrealized
LVS LAS VEGAS SANDS CORP COMMON 0.0%
Value ($000) $2 Shares 46 Est. Cost $36.70 Unrealized 0.0%
GMAB GENMAB A/S COMMON 0.0%
Value ($000) $2 Shares 58 Est. Cost $51.72 Unrealized
KLAC KLA-TENCOR CORPORATION COMMON 0.0%
Value ($000) $2 Shares 4 Est. Cost $318.72 Unrealized +15.9%
STEELCASE INC-CL A COMMON 0.0%
Value ($000) $2 Shares 135 Est. Cost $14.81 Unrealized
TSM TAIWAN SEMICONDUCTOR-SP ADR 0.0%
Value ($000) $2 Shares 20 Est. Cost $100.00 Unrealized
CDL VICTORYSHARES US LG CAP HIGH DIV 0.0%
Value ($000) $2 Shares 30 Est. Cost $55.95 Unrealized
ORI OLD REPUBLIC INTERNATIONAL CORP 0.0%
Value ($000) $2 Shares 97 Est. Cost $18.39 Unrealized 0.0%
NVO NOVO-NORDISK A/S SPONSORED ADR 0.0%
Value ($000) $2 Shares 19 Est. Cost $105.26 Unrealized
WY WEYERHAEUSER COMPANY COMMON 0.0%
Value ($000) $2 Shares 57 Est. Cost $28.30 Unrealized +13.0%
WDAY WORKDAY INC COMMON 0.0%
Value ($000) $2 Shares 6 Est. Cost $247.61 Unrealized +12.1%
VYX NCR CORPORATION COMMON 0.0%
Value ($000) $2 Shares 44 Est. Cost $17.74 Unrealized +43.1%
SIX FLAGS ENTERTAINMENT CORP 0.0%
Value ($000) $2 Shares 57 Est. Cost $35.09 Unrealized
YUM YUM! BRANDS INC. COMMON 0.0%
Value ($000) $1 Shares 7 Est. Cost $116.80 Unrealized +1.2%
RYAAY RYANAIR HOLDINGS PLC COMMON 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
PLTR PALANTIR TECHNOLOGIES COMMON 0.0%
Value ($000) $1 Shares 40 Est. Cost $22.08 Unrealized 0.0%
SE SEA LTD ADR 0.0%
Value ($000) $1 Shares 5 Est. Cost $400.00 Unrealized
SAP SAP AG SPONSORED ADR 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.86 Unrealized
VOD VODAFONE GROUP PLC COMMON ADR 0.0%
Value ($000) $1 Shares 95 Est. Cost $16.34 Unrealized
DRAFTKINGS INC COMMON 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
NTNX NUTANIX INC COMMON 0.0%
Value ($000) $1 Shares 21 Est. Cost $37.80 Unrealized -9.3%
EA ELECTRONIC ARTS INC. COMMON 0.0%
Value ($000) $1 Shares 5 Est. Cost $137.03 Unrealized -4.1%
SEAGEN INC COMMON 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
EOG EOG RESOURCES INC. COMMON 0.0%
Value ($000) $1 Shares 7 Est. Cost $58.82 Unrealized +24.6%
UBS UBS GROUP AG COMMON 0.0%
Value ($000) $1 Shares 62 Est. Cost $16.20 Unrealized +8.7%
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $78.90 Unrealized +4.6%
BH BIGLARI HOLDINGS, INC. CLASS B 0.0%
Value ($000) $1 Shares 5 Est. Cost $125.66 Unrealized +23.4%
CCL CARNIVAL CORPORATION COMMON 0.0%
Value ($000) $1 Shares 48 Est. Cost $21.39 Unrealized 0.0%
AMPIO PHARMACEUTICALS INC. 0.0%
Value ($000) $1 Shares 2,000 Est. Cost $4.00 Unrealized
AME AMETEK INC COMMON 0.0%
Value ($000) $1 Shares 9 Est. Cost $130.48 Unrealized +2.0%
AMERICA MOVIL SAB DE CV ADR 0.0%
Value ($000) $1 Shares 63 Est. Cost $15.87 Unrealized
BHF BRIGHTHOUSE FINANCIAL INC COMMON 0.0%
Value ($000) $1 Shares 14 Est. Cost $51.16 Unrealized 0.0%
AES AES CORP. COMMON 0.0%
Value ($000) $1 Shares 21 Est. Cost $20.54 Unrealized +0.7%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.86 Unrealized
CFG CTIIZENS FINANCIAL GROUP INC 0.0%
Value ($000) $1 Shares 29 Est. Cost $36.41 Unrealized +10.6%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $1 Shares 8 Est. Cost $153.85 Unrealized
LESLIES INC COMMON 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
GERN GERON CORP. COMMON 0.0%
Value ($000) $1 Shares 643 Est. Cost $1.43 Unrealized 0.0%
GILD GILEAD SCIENCES INC COMMON 0.0%
Value ($000) $1 Shares 12 Est. Cost $59.38 Unrealized -1.0%
TTWO TAKE-TWO INTERACTIVE SOFTWARE 0.0%
Value ($000) $1 Shares 7 Est. Cost $161.97 Unrealized +7.6%
MCO MOODY'S CORP COMMON 0.0%
Value ($000) $1 Shares 3 Est. Cost $363.20 Unrealized +2.5%
FTV FORTIVE CORP COMMON 0.0%
Value ($000) $0 Shares 5 Est. Cost $53.72 Unrealized +3.3%
GTX GARRETT MOTION INC COMMON 0.0%
Value ($000) $0 Shares 4 Est. Cost $7.37 Unrealized 0.0%
AVNS AVANOS MEDICAL INC COMMON 0.0%
Value ($000) $0 Shares 6 Est. Cost $29.86 Unrealized +8.3%
VERU INC COMMON 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
OGN ORGANON & CO COMMON 0.0%
Value ($000) $0 Shares 10 Est. Cost $26.93 Unrealized +0.1%
REZI RESIDEO TECHNOLOGIES INC COMMON 0.0%
Value ($000) $0 Shares 6 Est. Cost $25.92 Unrealized 0.0%
ONL ORION OFFICE REIT INC COMMON 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized