PARK NATIONAL CORP /OH/ Diversified Active

CIK: 0000805676 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 3, 2023

Total Value ($000): $2,295,999 (100.0% shares, 0.0% debt)

Holdings (275)

AAPL Apple Inc 5.8%
Value ($000) $134,311 Shares 692,434 Est. Cost $85.76 Unrealized +100.6%
PRK Park National Corporation 5.7%
Value ($000) $130,669 Shares 1,277,058 Est. Cost $74.44 Unrealized +42.6%
MSFT Microsoft Corporation 5.7%
Value ($000) $129,903 Shares 381,461 Est. Cost $27.14 Unrealized +1031.9%
NVDA NVIDIA Corporation 3.3%
Value ($000) $76,507 Shares 180,860 Est. Cost $14.65 Unrealized +126.5%
JPM JPMorgan Chase & Co 3.0%
Value ($000) $68,554 Shares 471,359 Est. Cost $38.37 Unrealized +237.9%
FPE First Trust Preferred Securiti 2.7%
Value ($000) $61,856 Shares 3,873,248 Est. Cost $19.93 Unrealized
CSCO Cisco Systems Inc 2.0%
Value ($000) $46,218 Shares 893,277 Est. Cost $31.78 Unrealized +43.2%
GOOGL Alphabet Inc Class A 2.0%
Value ($000) $46,122 Shares 385,316 Est. Cost $106.61 Unrealized +7.2%
JNJ Johnson & Johnson 1.9%
Value ($000) $43,144 Shares 260,655 Est. Cost $62.04 Unrealized +140.0%
ABT Abbott Laboratories 1.8%
Value ($000) $41,278 Shares 378,627 Est. Cost $44.10 Unrealized +130.0%
PG Procter & Gamble Company 1.7%
Value ($000) $39,579 Shares 260,836 Est. Cost $60.11 Unrealized +135.1%
ACN Accenture PLC Class A 1.6%
Value ($000) $36,709 Shares 118,960 Est. Cost $194.01 Unrealized +44.2%
ADI Analog Devices Inc 1.5%
Value ($000) $33,471 Shares 171,815 Est. Cost $128.03 Unrealized +38.2%
DIS Disney (Walt) Company 1.5%
Value ($000) $33,419 Shares 374,318 Est. Cost $103.12 Unrealized -10.2%
CVX Chevron Corp 1.4%
Value ($000) $32,476 Shares 206,395 Est. Cost $72.50 Unrealized +97.6%
VGT Vanguard Information Technolog 1.4%
Value ($000) $31,897 Shares 72,140 Est. Cost $322.20 Unrealized
WM Waste Management Inc 1.3%
Value ($000) $30,382 Shares 175,193 Est. Cost $115.37 Unrealized +37.6%
TTWO Take-Two Interactive Software 1.3%
Value ($000) $29,579 Shares 201,000 Est. Cost $116.61 Unrealized +12.1%
FTCS First Trust Capital Strength E 1.3%
Value ($000) $29,442 Shares 392,140 Est. Cost $65.68 Unrealized
V Visa Inc Class A 1.3%
Value ($000) $29,268 Shares 123,242 Est. Cost $153.87 Unrealized +45.9%
PEP PepsiCo Inc 1.2%
Value ($000) $28,601 Shares 154,418 Est. Cost $57.41 Unrealized +197.1%
MCD McDonald's Corporation 1.2%
Value ($000) $27,328 Shares 91,579 Est. Cost $133.64 Unrealized +104.3%
DE Deere & Company 1.2%
Value ($000) $26,711 Shares 65,923 Est. Cost $330.02 Unrealized +11.5%
NEE NextEra Energy Inc 1.1%
Value ($000) $25,774 Shares 347,357 Est. Cost $63.35 Unrealized +10.5%
XOM Exxon Mobil Corporation 1.1%
Value ($000) $24,887 Shares 232,048 Est. Cost $58.88 Unrealized +69.2%
DHR Danaher Corporation 1.0%
Value ($000) $23,571 Shares 98,213 Est. Cost $63.92 Unrealized +226.6%
KO Coca-Cola Company 1.0%
Value ($000) $22,899 Shares 380,250 Est. Cost $32.05 Unrealized +79.0%
BlackRock Inc 1.0%
Value ($000) $22,294 Shares 32,257 Est. Cost $482.35 Unrealized
DHI DR Horton Inc 1.0%
Value ($000) $22,099 Shares 181,601 Est. Cost $46.66 Unrealized +128.5%
PNC PNC Financial Services Group 1.0%
Value ($000) $21,912 Shares 173,971 Est. Cost $106.50 Unrealized +3.7%
FTSM First Trust Enhanced Short Mat 0.9%
Value ($000) $21,778 Shares 366,569 Est. Cost $59.82 Unrealized
LMT Lockheed Martin Corporation 0.9%
Value ($000) $21,460 Shares 46,614 Est. Cost $412.09 Unrealized +4.7%
AMZN Amazon.com Inc 0.9%
Value ($000) $21,344 Shares 163,730 Est. Cost $121.47 Unrealized -6.0%
CDNS Cadence Design Systems Inc 0.9%
Value ($000) $21,211 Shares 90,445 Est. Cost $217.63 Unrealized 0.0%
ABBV AbbVie Inc 0.9%
Value ($000) $20,016 Shares 148,565 Est. Cost $88.28 Unrealized +51.5%
SPGI S&P Global Inc 0.9%
Value ($000) $19,869 Shares 49,561 Est. Cost $248.42 Unrealized +44.0%
ICE Intercontinental Exchange Inc 0.9%
Value ($000) $19,670 Shares 173,945 Est. Cost $70.54 Unrealized +48.4%
COST Costco Wholesale Corporation 0.8%
Value ($000) $19,443 Shares 36,114 Est. Cost $288.06 Unrealized +69.1%
COP ConocoPhillips 0.8%
Value ($000) $19,306 Shares 186,338 Est. Cost $41.97 Unrealized +125.1%
FVD First Trust Value Line Dividen 0.8%
Value ($000) $18,543 Shares 462,528 Est. Cost $1976.86 Unrealized
SLB Schlumberger Limited 0.8%
Value ($000) $18,355 Shares 373,672 Est. Cost $34.80 Unrealized +27.9%
CMG Chipotle Mexican Grill Inc 0.8%
Value ($000) $17,422 Shares 8,145 Est. Cost $23.35 Unrealized +69.4%
HYLS First Trust Tactical High Yiel 0.8%
Value ($000) $17,416 Shares 439,467 Est. Cost $47.03 Unrealized
TJX TJX Companies Inc 0.8%
Value ($000) $17,253 Shares 203,483 Est. Cost $50.79 Unrealized +49.9%
ZTS Zoetis Inc 0.7%
Value ($000) $17,200 Shares 99,880 Est. Cost $92.46 Unrealized +81.8%
TDIV First Trust NASDAQ Tech Divide 0.7%
Value ($000) $16,946 Shares 288,886 Est. Cost $1332.52 Unrealized
TGT Target Corporation 0.7%
Value ($000) $16,612 Shares 125,945 Est. Cost $53.70 Unrealized +151.3%
F Ford Motor Company 0.7%
Value ($000) $16,411 Shares 1,084,682 Est. Cost $10.67 Unrealized +0.2%
PFE Pfizer Inc 0.7%
Value ($000) $16,316 Shares 444,819 Est. Cost $24.82 Unrealized +33.8%
NKE Nike Inc Class B 0.7%
Value ($000) $15,724 Shares 142,463 Est. Cost $48.51 Unrealized +129.5%
SYK Stryker Corporation 0.7%
Value ($000) $15,518 Shares 50,864 Est. Cost $158.41 Unrealized +77.6%
SCHW Schwab (Charles) Corporation 0.7%
Value ($000) $15,148 Shares 267,246 Est. Cost $69.91 Unrealized -27.8%
RDVY First Trust NASDAQ Rising Div 0.6%
Value ($000) $14,371 Shares 305,108 Est. Cost $45.05 Unrealized
VNQ Vanguard Real Estate ETF 0.6%
Value ($000) $14,313 Shares 171,291 Est. Cost $17796.77 Unrealized
CSX CSX Corporation 0.6%
Value ($000) $14,217 Shares 416,910 Est. Cost $27.69 Unrealized +9.9%
HD Home Depot Inc 0.6%
Value ($000) $13,852 Shares 44,593 Est. Cost $56.05 Unrealized +393.1%
CVS CVS Health Corporation 0.6%
Value ($000) $13,421 Shares 194,144 Est. Cost $51.33 Unrealized +25.3%
APD Air Products & Chemicals Inc 0.6%
Value ($000) $13,012 Shares 43,443 Est. Cost $101.88 Unrealized +160.4%
ECL Ecolab Inc 0.6%
Value ($000) $12,822 Shares 68,682 Est. Cost $181.05 Unrealized -7.6%
MRK Merck & Company Inc (New) 0.5%
Value ($000) $11,161 Shares 96,725 Est. Cost $36.98 Unrealized +182.5%
EMR Emerson Electric Company 0.5%
Value ($000) $10,886 Shares 120,439 Est. Cost $42.35 Unrealized +89.1%
BRK/A Berkshire Hathaway Inc Class A 0.5%
Value ($000) $10,874 Shares 21 Est. Cost $208776.58 Unrealized +138.4%
ADP Automatic Data Processing Inc 0.4%
Value ($000) $10,327 Shares 46,987 Est. Cost $64.46 Unrealized +215.3%
VOX Vanguard Communication Service 0.4%
Value ($000) $10,088 Shares 94,892 Est. Cost $82.25 Unrealized
AZN AstraZeneca PLC Sponsored ADR 0.4%
Value ($000) $10,074 Shares 140,751 Est. Cost $53.13 Unrealized
IVV iShares Core S&P 500 ETF 0.4%
Value ($000) $10,000 Shares 22,436 Est. Cost $277.41 Unrealized
AMT American Tower Corporation REI 0.4%
Value ($000) $8,700 Shares 44,858 Est. Cost $149.07 Unrealized +19.5%
INTC Intel Corporation 0.4%
Value ($000) $8,549 Shares 255,658 Est. Cost $22.88 Unrealized +34.3%
HAL Halliburton Company 0.3%
Value ($000) $7,721 Shares 234,048 Est. Cost $25.17 Unrealized +17.9%
VHT Vanguard Health Care ETF 0.3%
Value ($000) $7,102 Shares 29,008 Est. Cost $247.90 Unrealized
MCK McKesson Corporation 0.3%
Value ($000) $6,954 Shares 16,275 Est. Cost $199.39 Unrealized +90.3%
MNST Monster Beverage Corporation ( 0.3%
Value ($000) $6,931 Shares 120,668 Est. Cost $56.87 Unrealized 0.0%
HCA HCA Healthcare Inc 0.3%
Value ($000) $6,892 Shares 22,710 Est. Cost $187.60 Unrealized +45.0%
COR AmerisourceBergen Corp 0.3%
Value ($000) $6,780 Shares 35,234 Est. Cost $119.85 Unrealized +41.1%
EMLP First Trust North Amer Energy 0.3%
Value ($000) $6,616 Shares 245,050 Est. Cost $25.17 Unrealized
QCOM QUALCOMM Inc 0.3%
Value ($000) $6,421 Shares 53,938 Est. Cost $121.94 Unrealized -11.2%
META Meta Platforms Inc Class A 0.3%
Value ($000) $6,347 Shares 22,115 Est. Cost $148.91 Unrealized +64.6%
EL Estee Lauder Companies Inc Cla 0.3%
Value ($000) $6,109 Shares 31,110 Est. Cost $185.89 Unrealized +8.4%
GPC Genuine Parts Company 0.3%
Value ($000) $6,054 Shares 35,773 Est. Cost $61.52 Unrealized +145.9%
MMM 3M Company 0.3%
Value ($000) $6,029 Shares 60,231 Est. Cost $77.94 Unrealized -0.5%
LLY Lilly (Eli) & Company 0.3%
Value ($000) $6,001 Shares 12,796 Est. Cost $90.80 Unrealized +353.2%
VCR Vanguard Consumer Discretionar 0.3%
Value ($000) $5,930 Shares 20,939 Est. Cost $219.02 Unrealized
FGD First Trust Dow Jones Global S 0.3%
Value ($000) $5,922 Shares 276,196 Est. Cost $24.24 Unrealized
BNDC FlexShares Core Select Bond ET 0.2%
Value ($000) $5,682 Shares 256,826 Est. Cost $24.74 Unrealized
TT Trane Technologies PLC 0.2%
Value ($000) $5,601 Shares 29,284 Est. Cost $152.86 Unrealized +13.0%
GD General Dynamics Corporation 0.2%
Value ($000) $5,359 Shares 24,909 Est. Cost $136.20 Unrealized +50.2%
GE General Electric Company (New) 0.2%
Value ($000) $5,082 Shares 46,264 Est. Cost $62.95 Unrealized +26.8%
BAC Bank of America Corp 0.2%
Value ($000) $4,976 Shares 173,456 Est. Cost $12.62 Unrealized +110.9%
CMCSA Comcast Corporation Class A (N 0.2%
Value ($000) $4,834 Shares 116,333 Est. Cost $39.10 Unrealized -6.3%
VOO Vanguard S&P 500 ETF 0.2%
Value ($000) $4,805 Shares 11,799 Est. Cost $325.51 Unrealized
CTAS Cintas Corporation 0.2%
Value ($000) $4,626 Shares 9,306 Est. Cost $35.57 Unrealized +222.5%
CB Chubb Ltd (New) 0.2%
Value ($000) $4,566 Shares 23,710 Est. Cost $99.61 Unrealized +90.6%
FYX First Trust Small Cap Core Alp 0.2%
Value ($000) $4,553 Shares 55,353 Est. Cost $8916.68 Unrealized
RDVI FT Cboe Vest Rising Div Achiev 0.2%
Value ($000) $4,533 Shares 206,323 Est. Cost $21.97 Unrealized
BRO Brown & Brown Inc 0.2%
Value ($000) $4,475 Shares 65,000 Est. Cost $18.96 Unrealized +229.9%
RPM RPM International Inc 0.2%
Value ($000) $4,344 Shares 48,412 Est. Cost $79.46 Unrealized +3.4%
TXN Texas Instruments Inc 0.2%
Value ($000) $4,342 Shares 24,120 Est. Cost $25.75 Unrealized +517.8%
HON Honeywell International Inc 0.2%
Value ($000) $4,055 Shares 19,544 Est. Cost $126.55 Unrealized +38.7%
BDX Becton Dickinson & Co 0.2%
Value ($000) $3,994 Shares 15,129 Est. Cost $241.97 Unrealized 0.0%
GUNR FlexShares Morningstar Glbl Up 0.2%
Value ($000) $3,904 Shares 97,422 Est. Cost $668.13 Unrealized
SHW Sherwin-Williams Company 0.2%
Value ($000) $3,897 Shares 14,678 Est. Cost $254.00 Unrealized -9.4%
UNP Union Pacific Corporation 0.2%
Value ($000) $3,772 Shares 18,433 Est. Cost $77.35 Unrealized +141.8%
UPS United Parcel Service Inc Clas 0.2%
Value ($000) $3,702 Shares 20,652 Est. Cost $64.94 Unrealized +138.0%
AXP American Express Co 0.2%
Value ($000) $3,477 Shares 19,961 Est. Cost $66.94 Unrealized +133.3%
T AT&T Inc 0.1%
Value ($000) $3,436 Shares 215,414 Est. Cost $15.04 Unrealized -1.7%
VFH Vanguard Financials ETF 0.1%
Value ($000) $3,396 Shares 41,803 Est. Cost $82.20 Unrealized
VZ Verizon Communications Inc 0.1%
Value ($000) $3,347 Shares 89,988 Est. Cost $32.51 Unrealized -4.0%
USB US Bancorp (DE) 0.1%
Value ($000) $3,277 Shares 99,190 Est. Cost $24.65 Unrealized +15.2%
UCON First Trust TCW Unconstrained 0.1%
Value ($000) $3,077 Shares 127,310 Est. Cost $24.17 Unrealized
VTI Vanguard Total Stock Market ET 0.1%
Value ($000) $2,983 Shares 13,540 Est. Cost $191.19 Unrealized
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $2,858 Shares 6,447 Est. Cost $383.36 Unrealized
VIS Vanguard Industrials ETF 0.1%
Value ($000) $2,723 Shares 13,249 Est. Cost $182.64 Unrealized
HBAN Huntington Bancshares Inc 0.1%
Value ($000) $2,663 Shares 246,990 Est. Cost $8.85 Unrealized +7.1%
BRK/B Berkshire Hathaway Inc Class B 0.1%
Value ($000) $2,596 Shares 7,614 Est. Cost $146.85 Unrealized +122.2%
VDE Vanguard Energy ETF 0.1%
Value ($000) $2,452 Shares 21,716 Est. Cost $121.28 Unrealized
ITW Illinois Tool Works Inc 0.1%
Value ($000) $2,363 Shares 9,444 Est. Cost $51.36 Unrealized +327.7%
ADBE Adobe Inc 0.1%
Value ($000) $2,319 Shares 4,742 Est. Cost $261.45 Unrealized +54.1%
TDTT FlexShares iBoxx 3-Year Target 0.1%
Value ($000) $2,297 Shares 97,635 Est. Cost $24.85 Unrealized
GRC Gorman-Rupp Company 0.1%
Value ($000) $2,249 Shares 78,012 Est. Cost $26.04 Unrealized -2.2%
MZTI Lancaster Colony Corporation 0.1%
Value ($000) $2,246 Shares 11,169 Est. Cost $89.60 Unrealized +126.3%
IBM International Business Machine 0.1%
Value ($000) $2,217 Shares 16,566 Est. Cost $113.18 Unrealized +4.3%
BK Bank of New York Mellon Corp 0.1%
Value ($000) $2,205 Shares 49,527 Est. Cost $35.13 Unrealized +13.6%
CAT Caterpillar Inc 0.1%
Value ($000) $2,162 Shares 8,786 Est. Cost $85.46 Unrealized +150.1%
FTGS First Trust Growth Strength ET 0.1%
Value ($000) $2,069 Shares 88,118 Est. Cost $23.48 Unrealized
DVY iShares Select Dividend ETF 0.1%
Value ($000) $1,945 Shares 17,171 Est. Cost $19637.14 Unrealized
NVS Novartis AG Sponsored ADR 0.1%
Value ($000) $1,902 Shares 18,851 Est. Cost $56763.66 Unrealized
NSC Norfolk Southern Corporation 0.1%
Value ($000) $1,902 Shares 8,386 Est. Cost $77.64 Unrealized +157.9%
JCI Johnson Controls International 0.1%
Value ($000) $1,864 Shares 27,356 Est. Cost $33.27 Unrealized +76.3%
FNX First Trust Mid Cap Core Alpha 0.1%
Value ($000) $1,846 Shares 19,169 Est. Cost $9446.24 Unrealized
AVGO Broadcom Inc 0.1%
Value ($000) $1,844 Shares 2,126 Est. Cost $23.33 Unrealized +194.6%
MPC Marathon Petroleum Corporation 0.1%
Value ($000) $1,793 Shares 15,380 Est. Cost $44.30 Unrealized +148.1%
DG Dollar General Corporation (Ne 0.1%
Value ($000) $1,789 Shares 10,537 Est. Cost $121.69 Unrealized +53.9%
VAW Vanguard Materials ETF 0.1%
Value ($000) $1,788 Shares 9,825 Est. Cost $170.52 Unrealized
BMY Bristol-Myers Squibb Company 0.1%
Value ($000) $1,783 Shares 27,885 Est. Cost $32.52 Unrealized +81.2%
FTRI FT Indxx Global Natural Resour 0.1%
Value ($000) $1,783 Shares 141,851 Est. Cost $12.57 Unrealized
ORCL Oracle Corporation 0.1%
Value ($000) $1,776 Shares 14,917 Est. Cost $29.50 Unrealized +240.4%
DUK Duke Energy Corporation (New) 0.1%
Value ($000) $1,767 Shares 19,695 Est. Cost $43.28 Unrealized +96.7%
DAL Delta Air Lines Inc 0.1%
Value ($000) $1,723 Shares 36,253 Est. Cost $43.04 Unrealized -16.6%
LQD iShares iBoxx $ Invest Grade C 0.1%
Value ($000) $1,695 Shares 15,674 Est. Cost $106.47 Unrealized
VDC Vanguard Consumer Staples ETF 0.1%
Value ($000) $1,664 Shares 8,555 Est. Cost $191.60 Unrealized
NUE Nucor Corporation 0.1%
Value ($000) $1,641 Shares 10,005 Est. Cost $46.06 Unrealized +204.5%
VIG Vanguard Dividend Appreciation 0.1%
Value ($000) $1,596 Shares 9,824 Est. Cost $151.85 Unrealized
VYM Vanguard High Dividend Yield E 0.1%
Value ($000) $1,582 Shares 14,910 Est. Cost $108.08 Unrealized
GOOG Alphabet Inc Class C 0.1%
Value ($000) $1,576 Shares 13,027 Est. Cost $107.40 Unrealized +7.0%
SHEL Shell PLC Sponsored ADR 0.1%
Value ($000) $1,496 Shares 24,776 Est. Cost $54.94 Unrealized
LOW Lowe's Companies Inc 0.1%
Value ($000) $1,486 Shares 6,582 Est. Cost $52.10 Unrealized +279.6%
BIV Vanguard Intermediate-Term Bon 0.1%
Value ($000) $1,445 Shares 19,208 Est. Cost $74.39 Unrealized
CINF Cincinnati Financial Corporati 0.1%
Value ($000) $1,415 Shares 14,537 Est. Cost $36.35 Unrealized +165.3%
FEX First Trust Large Cap Core Alp 0.1%
Value ($000) $1,399 Shares 16,656 Est. Cost $10182.70 Unrealized
WMT Walmart Inc 0.1%
Value ($000) $1,378 Shares 8,770 Est. Cost $24.46 Unrealized +100.1%
QLC FlexShares US Quality Large Ca 0.1%
Value ($000) $1,352 Shares 27,505 Est. Cost $34.69 Unrealized
PCAR PACCAR Inc 0.1%
Value ($000) $1,260 Shares 15,066 Est. Cost $56.04 Unrealized +18.7%
AZO AutoZone Inc 0.1%
Value ($000) $1,254 Shares 503 Est. Cost $2550.38 Unrealized 0.0%
VUG Vanguard Growth ETF 0.1%
Value ($000) $1,249 Shares 4,414 Est. Cost $236.34 Unrealized
GDX VanEck Vectors Gold Miners ETF 0.1%
Value ($000) $1,204 Shares 40,000 Est. Cost $32.51 Unrealized
MO Altria Group Inc 0.1%
Value ($000) $1,189 Shares 26,256 Est. Cost $29.84 Unrealized +22.5%
BA Boeing Company (The) 0.1%
Value ($000) $1,165 Shares 5,517 Est. Cost $130.00 Unrealized +59.8%
AEP American Electric Power Co 0.0%
Value ($000) $1,146 Shares 13,615 Est. Cost $52.04 Unrealized +53.6%
UNH UnitedHealth Group Inc 0.0%
Value ($000) $1,089 Shares 2,266 Est. Cost $137.01 Unrealized +239.3%
NFRA FlexShares STOXX Global Broad 0.0%
Value ($000) $1,074 Shares 20,507 Est. Cost $49.33 Unrealized
PM Philip Morris International In 0.0%
Value ($000) $1,064 Shares 10,895 Est. Cost $65.38 Unrealized +29.2%
GQRE FlexShares Global Quality Real 0.0%
Value ($000) $1,063 Shares 20,038 Est. Cost $58.12 Unrealized
GEHC GE Healthcare Technologies Inc 0.0%
Value ($000) $1,062 Shares 13,072 Est. Cost $71.08 Unrealized +11.8%
SYY Sysco Corporation 0.0%
Value ($000) $1,049 Shares 14,131 Est. Cost $34.70 Unrealized +97.5%
GLW Corning Inc 0.0%
Value ($000) $990 Shares 28,248 Est. Cost $14.96 Unrealized +104.5%
IYW iShares U.S. Technology ETF 0.0%
Value ($000) $982 Shares 9,019 Est. Cost $18977.90 Unrealized
VB Vanguard Small-Cap ETF 0.0%
Value ($000) $975 Shares 4,901 Est. Cost $183.54 Unrealized
QQQ Invesco QQQ Trust Series 1 0.0%
Value ($000) $963 Shares 2,608 Est. Cost $271.42 Unrealized
TLTD FlexShares Morn Dev Mkts ex-US 0.0%
Value ($000) $932 Shares 14,365 Est. Cost $65.32 Unrealized
VXF Vanguard Extended Market ETF 0.0%
Value ($000) $919 Shares 6,175 Est. Cost $131.25 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $910 Shares 34,721 Est. Cost $16.81 Unrealized +37.5%
QCLN First Tr NASDAQ Clean Edge Gre 0.0%
Value ($000) $879 Shares 17,176 Est. Cost $53.88 Unrealized
DD DuPont de Nemours Inc 0.0%
Value ($000) $852 Shares 11,928 Est. Cost $27.24 Unrealized -0.2%
PAYX Paychex Inc 0.0%
Value ($000) $820 Shares 7,328 Est. Cost $35.29 Unrealized +186.3%
VEA Vanguard FTSE Developed Market 0.0%
Value ($000) $820 Shares 17,748 Est. Cost $41.97 Unrealized
ALL Allstate Corp 0.0%
Value ($000) $807 Shares 7,403 Est. Cost $57.77 Unrealized +84.8%
WOR Worthington Industries Inc 0.0%
Value ($000) $791 Shares 11,391 Est. Cost $22.63 Unrealized +63.6%
TILT FlexShares MS US Market Factor 0.0%
Value ($000) $778 Shares 4,617 Est. Cost $116.28 Unrealized
EFA iShares MSCI EAFE ETF 0.0%
Value ($000) $762 Shares 10,512 Est. Cost $35266.32 Unrealized
RTX Raytheon Technologies Corp 0.0%
Value ($000) $754 Shares 7,697 Est. Cost $66.09 Unrealized +39.6%
CL Colgate-Palmolive Company 0.0%
Value ($000) $731 Shares 9,486 Est. Cost $47.09 Unrealized +54.8%
SO Southern Company 0.0%
Value ($000) $728 Shares 10,357 Est. Cost $30.68 Unrealized +112.8%
MDT Medtronic PLC 0.0%
Value ($000) $691 Shares 7,840 Est. Cost $58.10 Unrealized +36.6%
VPU Vanguard Utilities ETF 0.0%
Value ($000) $689 Shares 4,846 Est. Cost $153.01 Unrealized
KMB Kimberly-Clark Corporation 0.0%
Value ($000) $688 Shares 4,986 Est. Cost $81.59 Unrealized +54.1%
CLX Clorox Company 0.0%
Value ($000) $686 Shares 4,315 Est. Cost $146.20 Unrealized +1.0%
AJG Arthur J Gallagher & Co 0.0%
Value ($000) $678 Shares 3,087 Est. Cost $35.38 Unrealized +474.3%
MDY SPDR S&P MidCap 400 ETF 0.0%
Value ($000) $665 Shares 1,389 Est. Cost $88150.03 Unrealized
PPG PPG Industries Inc 0.0%
Value ($000) $662 Shares 4,465 Est. Cost $93.98 Unrealized +40.1%
BEN Franklin Resources Inc 0.0%
Value ($000) $647 Shares 24,227 Est. Cost $21.47 Unrealized +3.8%
WFC Wells Fargo & Co (New) 0.0%
Value ($000) $623 Shares 14,588 Est. Cost $37.31 Unrealized +0.9%
CI Cigna Group 0.0%
Value ($000) $620 Shares 2,208 Est. Cost $202.40 Unrealized +22.5%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $614 Shares 5,393 Est. Cost $85.15 Unrealized +22.1%
ISRG Intuitive Surgical Inc 0.0%
Value ($000) $598 Shares 1,750 Est. Cost $261.84 Unrealized +15.6%
CME CME Group Inc 0.0%
Value ($000) $584 Shares 3,152 Est. Cost $142.82 Unrealized +16.6%
AMGN Amgen Inc 0.0%
Value ($000) $580 Shares 2,614 Est. Cost $123.77 Unrealized +72.6%
Discover Financial Services 0.0%
Value ($000) $578 Shares 4,944 Est. Cost $44915.66 Unrealized
MDLZ Mondelez International Inc Cla 0.0%
Value ($000) $570 Shares 7,809 Est. Cost $38.80 Unrealized +76.6%
STZ Constellation Brands Inc Class 0.0%
Value ($000) $569 Shares 2,310 Est. Cost $208.78 Unrealized +6.7%
ETN Eaton Corporation PLC 0.0%
Value ($000) $550 Shares 2,734 Est. Cost $71.82 Unrealized +137.2%
DIVO Amplify CWP Enhanced Dividend 0.0%
Value ($000) $537 Shares 14,925 Est. Cost $36.00 Unrealized
TRV Travelers Companies Inc 0.0%
Value ($000) $530 Shares 3,052 Est. Cost $108.03 Unrealized +55.3%
KR Kroger Co 0.0%
Value ($000) $529 Shares 11,248 Est. Cost $30.12 Unrealized +49.4%
SJM Smucker (J M) Co (New) 0.0%
Value ($000) $510 Shares 3,456 Est. Cost $79.75 Unrealized +73.7%
DOW Dow Inc 0.0%
Value ($000) $502 Shares 9,419 Est. Cost $37.18 Unrealized +21.7%
TSCO Tractor Supply Company 0.0%
Value ($000) $495 Shares 2,237 Est. Cost $29.45 Unrealized +48.5%
CTVA Corteva Inc 0.0%
Value ($000) $491 Shares 8,574 Est. Cost $25.45 Unrealized +122.5%
IVW iShares S&P 500 Growth ETF 0.0%
Value ($000) $490 Shares 6,959 Est. Cost $58.61 Unrealized
GLD SPDR Gold Trust ETF 0.0%
Value ($000) $484 Shares 2,716 Est. Cost $132.41 Unrealized
CRM Salesforce Inc 0.0%
Value ($000) $466 Shares 2,205 Est. Cost $193.44 Unrealized +4.3%
ELV Elevance Health Inc 0.0%
Value ($000) $456 Shares 1,027 Est. Cost $132.24 Unrealized +234.7%
FAST Fastenal Company 0.0%
Value ($000) $453 Shares 7,675 Est. Cost $12.46 Unrealized +106.1%
WSO Watsco Inc 0.0%
Value ($000) $443 Shares 1,160 Est. Cost $167.99 Unrealized +101.9%
CIVB Civista Bancshares Inc 0.0%
Value ($000) $440 Shares 25,275 Est. Cost $15.79 Unrealized -9.0%
D Dominion Energy Inc 0.0%
Value ($000) $428 Shares 8,272 Est. Cost $38.33 Unrealized +24.1%
BAX Baxter International Inc 0.0%
Value ($000) $427 Shares 9,363 Est. Cost $43.57 Unrealized -6.4%
IYH iShares U.S. Healthcare ETF 0.0%
Value ($000) $420 Shares 1,500 Est. Cost $98992.90 Unrealized
VWO Vanguard FTSE Emerging Markets 0.0%
Value ($000) $417 Shares 10,246 Est. Cost $39.06 Unrealized
TSLA Tesla Inc 0.0%
Value ($000) $410 Shares 1,565 Est. Cost $182.96 Unrealized +9.3%
TSN Tyson Foods Inc Class A 0.0%
Value ($000) $403 Shares 7,889 Est. Cost $63.04 Unrealized -21.4%
MA Mastercard Inc Class A 0.0%
Value ($000) $396 Shares 1,008 Est. Cost $206.77 Unrealized +78.9%
NVO Novo-Nordisk A/S Sponsored ADR 0.0%
Value ($000) $396 Shares 2,447 Est. Cost $111.05 Unrealized
WBD Warner Bros. Discovery Inc 0.0%
Value ($000) $395 Shares 31,528 Est. Cost $11.29 Unrealized +14.9%
BTU Peabody Energy Corp 0.0%
Value ($000) $390 Shares 18,000 Est. Cost $26.43 Unrealized -19.2%
MSA MSA Safety Inc 0.0%
Value ($000) $387 Shares 2,226 Est. Cost $80.24 Unrealized +78.4%
TRP TC Energy Corporation 0.0%
Value ($000) $381 Shares 9,436 Est. Cost $34.41 Unrealized +3.9%
MCHP Microchip Technology Inc 0.0%
Value ($000) $376 Shares 4,200 Est. Cost $59.48 Unrealized +24.1%
RIO Rio Tinto PLC Sponsored ADR 0.0%
Value ($000) $370 Shares 5,793 Est. Cost $58.64 Unrealized
WEC WEC Energy Group Inc 0.0%
Value ($000) $352 Shares 3,988 Est. Cost $84.10 Unrealized -0.0%
LECO Lincoln Electric Holdings Inc 0.0%
Value ($000) $333 Shares 1,675 Est. Cost $119.50 Unrealized +45.8%
MS Morgan Stanley 0.0%
Value ($000) $332 Shares 3,889 Est. Cost $39.78 Unrealized +97.0%
AFL Aflac Inc 0.0%
Value ($000) $324 Shares 4,636 Est. Cost $54.39 Unrealized +16.2%
ASML ASML Holding NV-NY Reg Shs 0.0%
Value ($000) $322 Shares 444 Est. Cost $193.22 Unrealized
AON Aon PLC Class A 0.0%
Value ($000) $315 Shares 912 Est. Cost $265.09 Unrealized +20.2%
SNA Snap-on Incorporated 0.0%
Value ($000) $295 Shares 1,025 Est. Cost $174.59 Unrealized +38.4%
BSV Vanguard Short-Term Bond ETF 0.0%
Value ($000) $293 Shares 3,878 Est. Cost $75464.65 Unrealized
AMP Ameriprise Financial Inc 0.0%
Value ($000) $291 Shares 877 Est. Cost $208.66 Unrealized +42.1%
SBUX Starbucks Corporation 0.0%
Value ($000) $284 Shares 2,862 Est. Cost $71.50 Unrealized +36.0%
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $281 Shares 1,780 Est. Cost $157.83 Unrealized
AR Antero Resources Corporation 0.0%
Value ($000) $276 Shares 12,000 Est. Cost $34.55 Unrealized -35.7%
TLTE FlexShares MS Emerging Mkts Fa 0.0%
Value ($000) $272 Shares 5,584 Est. Cost $55.49 Unrealized
ICLR ICON PLC 0.0%
Value ($000) $261 Shares 1,045 Est. Cost $198.26 Unrealized +7.1%
EFX Equifax Inc 0.0%
Value ($000) $259 Shares 1,100 Est. Cost $191.11 Unrealized +8.1%
GILD Gilead Sciences Inc 0.0%
Value ($000) $257 Shares 3,340 Est. Cost $63.26 Unrealized +14.7%
WY Weyerhaeuser Company 0.0%
Value ($000) $253 Shares 7,543 Est. Cost $28.59 Unrealized -2.7%
BMO Bank of Montreal 0.0%
Value ($000) $247 Shares 2,735 Est. Cost $67.48 Unrealized +17.2%
TEAM Atlassian Corporation C A 0.0%
Value ($000) $243 Shares 1,446 Est. Cost $159.52 Unrealized +0.4%
GOVT iShares U.S. Treasury Bond ETF 0.0%
Value ($000) $240 Shares 10,484 Est. Cost $22.90 Unrealized
IWF iShares Russell 1000 Growth ET 0.0%
Value ($000) $239 Shares 870 Est. Cost $275.18 Unrealized
ESGV Vanguard ESG US Stock ETF 0.0%
Value ($000) $236 Shares 3,011 Est. Cost $72.20 Unrealized
STE Steris PLC (New) 0.0%
Value ($000) $235 Shares 1,046 Est. Cost $188.38 Unrealized +3.7%
MU Micron Technology Inc 0.0%
Value ($000) $235 Shares 3,722 Est. Cost $57.76 Unrealized +9.9%
PFG Principal Financial Group Inc 0.0%
Value ($000) $232 Shares 3,055 Est. Cost $65.46 Unrealized 0.0%
IJR iShares Core S&P Small-Cap ETF 0.0%
Value ($000) $228 Shares 2,289 Est. Cost $94.64 Unrealized
NFLX Netflix Inc 0.0%
Value ($000) $223 Shares 507 Est. Cost $33.09 Unrealized +11.3%
ALLE Allegion PLC 0.0%
Value ($000) $222 Shares 1,850 Est. Cost $105.58 Unrealized 0.0%
IRM Iron Mountain Inc (New) 0.0%
Value ($000) $222 Shares 3,905 Est. Cost $47.24 Unrealized +5.7%
IBN ICICI Bank Ltd Sponsored ADR 0.0%
Value ($000) $219 Shares 9,499 Est. Cost $21.58 Unrealized
FBIN Fortune Brands Home & Security 0.0%
Value ($000) $218 Shares 3,034 Est. Cost $60.80 Unrealized 0.0%
CHE Chemed Corporation 0.0%
Value ($000) $217 Shares 400 Est. Cost $481.46 Unrealized +12.5%
FERG1GBX Ferguson PLC 0.0%
Value ($000) $215 Shares 1,366 Est. Cost $157.31 Unrealized
PLD ProLogis Inc 0.0%
Value ($000) $213 Shares 1,737 Est. Cost $111.97 Unrealized +0.8%
KWR Quaker Chemical Corp 0.0%
Value ($000) $213 Shares 1,092 Est. Cost $191.25 Unrealized +2.3%
XLI Industrial Select Sector SPDR 0.0%
Value ($000) $210 Shares 1,960 Est. Cost $107.32 Unrealized
GM General Motors Company 0.0%
Value ($000) $208 Shares 5,393 Est. Cost $27.82 Unrealized +20.9%
NOC Northrop Grumman Corporation 0.0%
Value ($000) $206 Shares 453 Est. Cost $432.83 Unrealized +0.2%
NI NiSource Inc 0.0%
Value ($000) $205 Shares 7,511 Est. Cost $11.69 Unrealized +118.0%
HRB H&R Block Inc 0.0%
Value ($000) $203 Shares 6,357 Est. Cost $27.82 Unrealized +7.4%
XLK Technology Select Sector SPDR 0.0%
Value ($000) $201 Shares 1,157 Est. Cost $173.86 Unrealized
KEY KeyCorp 0.0%
Value ($000) $169 Shares 18,305 Est. Cost $7.63 Unrealized +18.0%
AM Antero Midstream Corporation 0.0%
Value ($000) $162 Shares 14,000 Est. Cost $8.56 Unrealized +4.5%
Fanhua Inc Sponsored ADR 0.0%
Value ($000) $130 Shares 15,615 Est. Cost $13.93 Unrealized
BCS Barclays PLC Sponsored ADR 0.0%
Value ($000) $89 Shares 11,349 Est. Cost $7.73 Unrealized
ABEV Ambev SA Sponsored ADR 0.0%
Value ($000) $54 Shares 16,835 Est. Cost $2.77 Unrealized
NOK Nokia Corp Sponsored ADR 0.0%
Value ($000) $47 Shares 11,276 Est. Cost $5.40 Unrealized