PARK NATIONAL CORP /OH/ Diversified Active

CIK: 0000805676 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 2, 2024

Total Value ($000): $2,444,055 (100.0% shares, 0.0% debt)

Holdings (283)

PRK Park National Corporation 6.7%
Value ($000) $163,539 Shares 1,230,911 Est. Cost $74.44 Unrealized +49.2%
MSFT Microsoft Corporation 5.4%
Value ($000) $132,227 Shares 351,630 Est. Cost $27.14 Unrealized +1190.8%
AAPL Apple Inc 5.1%
Value ($000) $125,671 Shares 652,735 Est. Cost $85.76 Unrealized +113.2%
JPM JPMorgan Chase & Co 3.2%
Value ($000) $78,374 Shares 460,753 Est. Cost $38.37 Unrealized +277.6%
NVDA NVIDIA Corporation 3.1%
Value ($000) $75,541 Shares 152,540 Est. Cost $14.65 Unrealized +216.2%
FPE First Trust Preferred Securiti 2.3%
Value ($000) $55,580 Shares 3,296,545 Est. Cost $19.93 Unrealized
GOOGL Alphabet Inc Class A 2.1%
Value ($000) $51,632 Shares 369,615 Est. Cost $106.61 Unrealized +25.1%
CSCO Cisco Systems Inc 1.9%
Value ($000) $47,252 Shares 935,304 Est. Cost $32.53 Unrealized +47.5%
ACN Accenture PLC Class A 1.7%
Value ($000) $42,127 Shares 120,051 Est. Cost $196.59 Unrealized +59.1%
TTWO Take-Two Interactive Software 1.6%
Value ($000) $39,914 Shares 247,993 Est. Cost $122.64 Unrealized +21.7%
FTCS First Trust Capital Strength E 1.6%
Value ($000) $39,854 Shares 497,927 Est. Cost $67.73 Unrealized
JNJ Johnson & Johnson 1.6%
Value ($000) $39,429 Shares 251,557 Est. Cost $62.04 Unrealized +131.4%
WM Waste Management Inc 1.6%
Value ($000) $38,297 Shares 213,828 Est. Cost $123.65 Unrealized +31.4%
ABT Abbott Laboratories 1.5%
Value ($000) $37,305 Shares 338,920 Est. Cost $44.10 Unrealized +117.8%
ADI Analog Devices Inc 1.5%
Value ($000) $37,017 Shares 186,428 Est. Cost $131.73 Unrealized +30.7%
PG Procter & Gamble Company 1.5%
Value ($000) $36,082 Shares 246,229 Est. Cost $60.11 Unrealized +133.9%
DE Deere & Company 1.4%
Value ($000) $35,137 Shares 87,871 Est. Cost $339.10 Unrealized +7.7%
DIS Disney (Walt) Company 1.4%
Value ($000) $34,161 Shares 378,348 Est. Cost $102.58 Unrealized -16.0%
VGT Vanguard Information Technolog 1.3%
Value ($000) $32,482 Shares 67,112 Est. Cost $322.20 Unrealized
V Visa Inc Class A 1.3%
Value ($000) $31,945 Shares 122,699 Est. Cost $157.28 Unrealized +54.3%
LMT Lockheed Martin Corporation 1.3%
Value ($000) $31,508 Shares 69,517 Est. Cost $413.67 Unrealized +0.9%
DHI DR Horton Inc 1.3%
Value ($000) $30,957 Shares 203,692 Est. Cost $54.13 Unrealized +122.7%
CVX Chevron Corp 1.3%
Value ($000) $30,779 Shares 206,349 Est. Cost $72.50 Unrealized +90.1%
MCD McDonald's Corporation 1.2%
Value ($000) $30,031 Shares 101,283 Est. Cost $145.88 Unrealized +77.3%
BlackRock Inc 1.2%
Value ($000) $28,934 Shares 35,642 Est. Cost $516.72 Unrealized
CDNS Cadence Design Systems Inc 1.2%
Value ($000) $28,444 Shares 104,433 Est. Cost $219.94 Unrealized +17.2%
AMZN Amazon.com Inc 1.1%
Value ($000) $26,951 Shares 177,380 Est. Cost $122.80 Unrealized +14.2%
PEP PepsiCo Inc 1.1%
Value ($000) $25,966 Shares 152,884 Est. Cost $57.41 Unrealized +167.8%
ICE Intercontinental Exchange Inc 1.1%
Value ($000) $25,824 Shares 201,077 Est. Cost $76.66 Unrealized +44.0%
XOM Exxon Mobil Corporation 1.0%
Value ($000) $25,235 Shares 252,398 Est. Cost $61.94 Unrealized +57.5%
SPGI S&P Global Inc 1.0%
Value ($000) $24,689 Shares 56,044 Est. Cost $263.97 Unrealized +47.1%
COST Costco Wholesale Corporation 0.9%
Value ($000) $22,988 Shares 34,826 Est. Cost $288.06 Unrealized +99.1%
TJX TJX Companies Inc 0.9%
Value ($000) $22,959 Shares 244,743 Est. Cost $56.90 Unrealized +53.4%
KO Coca-Cola Company 0.9%
Value ($000) $22,939 Shares 389,258 Est. Cost $32.42 Unrealized +64.3%
DHR Danaher Corporation 0.9%
Value ($000) $22,724 Shares 98,229 Est. Cost $68.40 Unrealized +207.5%
ABBV AbbVie Inc 0.9%
Value ($000) $22,501 Shares 145,197 Est. Cost $89.30 Unrealized +52.0%
CMG Chipotle Mexican Grill Inc 0.9%
Value ($000) $22,312 Shares 9,756 Est. Cost $26.16 Unrealized +59.1%
NEE NextEra Energy Inc 0.9%
Value ($000) $22,056 Shares 363,129 Est. Cost $62.85 Unrealized -14.9%
SCHW Schwab (Charles) Corporation 0.9%
Value ($000) $21,781 Shares 316,583 Est. Cost $67.51 Unrealized -16.9%
FTSM First Trust Enhanced Short Mat 0.8%
Value ($000) $20,772 Shares 348,176 Est. Cost $59.82 Unrealized
FVD First Trust Value Line Dividen 0.8%
Value ($000) $20,640 Shares 508,872 Est. Cost $1800.36 Unrealized
F Ford Motor Company 0.8%
Value ($000) $20,466 Shares 1,678,958 Est. Cost $10.44 Unrealized -7.8%
TDIV First Trust NASDAQ Tech Divide 0.8%
Value ($000) $20,321 Shares 317,063 Est. Cost $1219.38 Unrealized
COP ConocoPhillips 0.8%
Value ($000) $19,900 Shares 171,444 Est. Cost $41.97 Unrealized +161.5%
ZTS Zoetis Inc 0.7%
Value ($000) $18,259 Shares 92,513 Est. Cost $92.46 Unrealized +86.9%
SLB Schlumberger Limited 0.7%
Value ($000) $17,616 Shares 338,504 Est. Cost $35.08 Unrealized +46.0%
HYLS First Trust Tactical High Yiel 0.7%
Value ($000) $16,637 Shares 400,217 Est. Cost $47.03 Unrealized
CVS CVS Health Corporation 0.6%
Value ($000) $15,554 Shares 196,984 Est. Cost $51.68 Unrealized +26.6%
SYK Stryker Corporation 0.6%
Value ($000) $15,459 Shares 51,623 Est. Cost $162.87 Unrealized +68.8%
ECL Ecolab Inc 0.6%
Value ($000) $15,322 Shares 77,246 Est. Cost $180.52 Unrealized -2.6%
RDVY First Trust Rising Dividend Ac 0.6%
Value ($000) $15,197 Shares 294,110 Est. Cost $45.24 Unrealized
VNQ Vanguard Real Estate ETF 0.6%
Value ($000) $13,765 Shares 155,784 Est. Cost $17576.59 Unrealized
PFE Pfizer Inc 0.6%
Value ($000) $13,541 Shares 470,341 Est. Cost $24.90 Unrealized +6.0%
HD Home Depot Inc 0.5%
Value ($000) $12,292 Shares 35,469 Est. Cost $59.33 Unrealized +395.1%
UCON First Trust TCW Unconstrained 0.5%
Value ($000) $12,235 Shares 494,540 Est. Cost $24.22 Unrealized
MNST Monster Beverage Corporation ( 0.5%
Value ($000) $12,107 Shares 210,156 Est. Cost $55.83 Unrealized -4.3%
HAL Halliburton Company 0.5%
Value ($000) $11,278 Shares 311,975 Est. Cost $28.77 Unrealized +26.7%
INTC Intel Corporation 0.5%
Value ($000) $11,270 Shares 224,270 Est. Cost $22.88 Unrealized +75.0%
RDVI FT Cboe Vest Rising Div Achiev 0.5%
Value ($000) $11,057 Shares 479,066 Est. Cost $21.79 Unrealized
VOX Vanguard Communication Service 0.5%
Value ($000) $11,049 Shares 93,854 Est. Cost $85.98 Unrealized
BRK/A Berkshire Hathaway Inc Class A 0.4%
Value ($000) $10,853 Shares 20 Est. Cost $208776.58 Unrealized +155.7%
Arista Networks Inc 0.4%
Value ($000) $10,849 Shares 46,067 Est. Cost $235.51 Unrealized
AMT American Tower Corporation REI 0.4%
Value ($000) $10,804 Shares 50,046 Est. Cost $151.54 Unrealized +15.6%
IVV iShares Core S&P 500 ETF 0.4%
Value ($000) $10,604 Shares 22,202 Est. Cost $277.41 Unrealized
PNC PNC Financial Services Group 0.4%
Value ($000) $10,566 Shares 68,232 Est. Cost $106.50 Unrealized +12.6%
TGT Target Corporation 0.4%
Value ($000) $9,951 Shares 69,871 Est. Cost $53.70 Unrealized +110.5%
MRK Merck & Company Inc (New) 0.4%
Value ($000) $9,940 Shares 91,177 Est. Cost $36.98 Unrealized +161.8%
AZN AstraZeneca PLC Sponsored ADR 0.4%
Value ($000) $9,843 Shares 146,146 Est. Cost $53.83 Unrealized
CSX CSX Corporation 0.4%
Value ($000) $8,694 Shares 250,776 Est. Cost $27.69 Unrealized +11.5%
NKE Nike Inc Class B 0.3%
Value ($000) $8,142 Shares 74,996 Est. Cost $48.51 Unrealized +112.3%
VTI Vanguard Total Stock Market ET 0.3%
Value ($000) $8,062 Shares 33,984 Est. Cost $204.52 Unrealized
FYX First Trust Small Cap Core Alp 0.3%
Value ($000) $8,047 Shares 87,889 Est. Cost $5646.76 Unrealized
ADP Automatic Data Processing Inc 0.3%
Value ($000) $8,020 Shares 34,426 Est. Cost $64.46 Unrealized +244.5%
FTGS First Trust Growth Strength ET 0.3%
Value ($000) $7,924 Shares 291,015 Est. Cost $24.36 Unrealized
APD Air Products & Chemicals Inc 0.3%
Value ($000) $7,914 Shares 28,906 Est. Cost $101.88 Unrealized +154.4%
FGD First Trust Dow Jones Global S 0.3%
Value ($000) $7,691 Shares 345,524 Est. Cost $23.58 Unrealized
EMR Emerson Electric Company 0.3%
Value ($000) $7,624 Shares 78,336 Est. Cost $42.35 Unrealized +108.0%
MCK McKesson Corporation 0.3%
Value ($000) $7,326 Shares 15,823 Est. Cost $205.50 Unrealized +119.1%
HCA HCA Healthcare Inc 0.3%
Value ($000) $7,173 Shares 26,499 Est. Cost $196.95 Unrealized +23.4%
LLY Lilly (Eli) & Company 0.3%
Value ($000) $7,127 Shares 12,226 Est. Cost $90.80 Unrealized +533.4%
BIV Vanguard Intermediate-Term Bon 0.3%
Value ($000) $7,100 Shares 92,953 Est. Cost $73.19 Unrealized
VHT Vanguard Health Care ETF 0.3%
Value ($000) $6,787 Shares 27,072 Est. Cost $247.90 Unrealized
BNDC FlexShares Core Select Bond ET 0.3%
Value ($000) $6,434 Shares 287,626 Est. Cost $24.38 Unrealized
BDX Becton Dickinson & Co 0.2%
Value ($000) $5,946 Shares 24,386 Est. Cost $242.76 Unrealized -2.6%
VCR Vanguard Consumer Discretionar 0.2%
Value ($000) $5,930 Shares 19,471 Est. Cost $219.71 Unrealized
EMLP First Trust North Amer Energy 0.2%
Value ($000) $5,577 Shares 201,425 Est. Cost $25.17 Unrealized
RPM RPM International Inc 0.2%
Value ($000) $5,404 Shares 48,412 Est. Cost $79.46 Unrealized +27.1%
VOO Vanguard S&P 500 ETF 0.2%
Value ($000) $4,976 Shares 11,392 Est. Cost $325.51 Unrealized
BAC Bank of America Corp 0.2%
Value ($000) $4,969 Shares 147,584 Est. Cost $12.62 Unrealized +118.8%
CB Chubb Ltd (New) 0.2%
Value ($000) $4,874 Shares 21,566 Est. Cost $99.61 Unrealized +114.6%
GUNR FlexShares Morningstar Glbl Up 0.2%
Value ($000) $4,364 Shares 106,569 Est. Cost $603.44 Unrealized
FTRI FT Indxx Global Natural Resour 0.2%
Value ($000) $4,243 Shares 325,896 Est. Cost $12.66 Unrealized
BRO Brown & Brown Inc 0.2%
Value ($000) $4,210 Shares 59,200 Est. Cost $18.96 Unrealized +272.0%
TT Trane Technologies PLC 0.2%
Value ($000) $4,208 Shares 17,255 Est. Cost $152.86 Unrealized +40.4%
MPC Marathon Petroleum Corporation 0.2%
Value ($000) $4,171 Shares 28,117 Est. Cost $86.25 Unrealized +64.6%
GPC Genuine Parts Company 0.2%
Value ($000) $3,906 Shares 28,204 Est. Cost $62.60 Unrealized +105.2%
GD General Dynamics Corporation 0.2%
Value ($000) $3,847 Shares 14,814 Est. Cost $136.20 Unrealized +72.0%
HON Honeywell International Inc 0.2%
Value ($000) $3,826 Shares 18,242 Est. Cost $129.49 Unrealized +33.1%
CTAS Cintas Corporation 0.2%
Value ($000) $3,719 Shares 6,171 Est. Cost $35.57 Unrealized +270.2%
VEA Vanguard FTSE Developed Market 0.2%
Value ($000) $3,704 Shares 77,320 Est. Cost $43.34 Unrealized
QCOM QUALCOMM Inc 0.2%
Value ($000) $3,697 Shares 25,563 Est. Cost $121.94 Unrealized -3.0%
USB US Bancorp (DE) 0.2%
Value ($000) $3,667 Shares 84,734 Est. Cost $24.65 Unrealized +34.3%
UNP Union Pacific Corporation 0.1%
Value ($000) $3,620 Shares 14,738 Est. Cost $77.35 Unrealized +170.5%
AXP American Express Co 0.1%
Value ($000) $3,614 Shares 19,289 Est. Cost $66.94 Unrealized +134.5%
VFH Vanguard Financials ETF 0.1%
Value ($000) $3,605 Shares 39,075 Est. Cost $82.17 Unrealized
TXN Texas Instruments Inc 0.1%
Value ($000) $3,462 Shares 20,311 Est. Cost $25.75 Unrealized +465.1%
VIS Vanguard Industrials ETF 0.1%
Value ($000) $3,237 Shares 14,684 Est. Cost $185.14 Unrealized
HBAN Huntington Bancshares Inc 0.1%
Value ($000) $3,228 Shares 253,804 Est. Cost $8.87 Unrealized +12.5%
MMM 3M Company 0.1%
Value ($000) $3,198 Shares 29,257 Est. Cost $77.94 Unrealized -3.1%
UPS United Parcel Service Inc Clas 0.1%
Value ($000) $3,053 Shares 19,420 Est. Cost $67.34 Unrealized +99.4%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $2,960 Shares 6,227 Est. Cost $383.36 Unrealized
BRK/B Berkshire Hathaway Inc Class B 0.1%
Value ($000) $2,830 Shares 7,936 Est. Cost $166.07 Unrealized +111.4%
GRC Gorman-Rupp Company 0.1%
Value ($000) $2,772 Shares 78,012 Est. Cost $26.04 Unrealized +23.8%
ADBE Adobe Inc 0.1%
Value ($000) $2,760 Shares 4,627 Est. Cost $261.45 Unrealized +120.6%
CMCSA Comcast Corporation Class A (N 0.1%
Value ($000) $2,694 Shares 61,436 Est. Cost $39.10 Unrealized +2.5%
CAT Caterpillar Inc 0.1%
Value ($000) $2,636 Shares 8,916 Est. Cost $88.67 Unrealized +183.3%
IBM International Business Machine 0.1%
Value ($000) $2,627 Shares 16,061 Est. Cost $113.71 Unrealized +24.4%
META Meta Platforms Inc Class A 0.1%
Value ($000) $2,614 Shares 7,384 Est. Cost $148.91 Unrealized +117.2%
BK Bank of New York Mellon Corp 0.1%
Value ($000) $2,504 Shares 48,104 Est. Cost $35.13 Unrealized +24.3%
ITW Illinois Tool Works Inc 0.1%
Value ($000) $2,474 Shares 9,443 Est. Cost $51.36 Unrealized +342.6%
VDE Vanguard Energy ETF 0.1%
Value ($000) $2,431 Shares 20,726 Est. Cost $121.28 Unrealized
SHW Sherwin-Williams Company 0.1%
Value ($000) $2,397 Shares 7,685 Est. Cost $254.00 Unrealized +4.0%
AVGO Broadcom Inc 0.1%
Value ($000) $2,231 Shares 1,999 Est. Cost $23.33 Unrealized +295.3%
TDTT FlexShares iBoxx 3-Year Target 0.1%
Value ($000) $2,230 Shares 94,432 Est. Cost $24.79 Unrealized
NSC Norfolk Southern Corporation 0.1%
Value ($000) $2,065 Shares 8,735 Est. Cost $86.33 Unrealized +131.8%
VZ Verizon Communications Inc 0.1%
Value ($000) $2,027 Shares 53,778 Est. Cost $32.51 Unrealized -4.7%
DVY iShares Select Dividend ETF 0.1%
Value ($000) $1,983 Shares 16,915 Est. Cost $19637.14 Unrealized
GE General Electric Company (New) 0.1%
Value ($000) $1,934 Shares 15,154 Est. Cost $62.95 Unrealized +45.3%
COR Cencora Inc 0.1%
Value ($000) $1,892 Shares 9,214 Est. Cost $119.85 Unrealized +60.0%
FNX First Trust Mid Cap Core Alpha 0.1%
Value ($000) $1,853 Shares 17,743 Est. Cost $9446.24 Unrealized
MZTI Lancaster Colony Corporation 0.1%
Value ($000) $1,849 Shares 11,115 Est. Cost $89.60 Unrealized +87.5%
NVS Novartis AG Sponsored ADR 0.1%
Value ($000) $1,809 Shares 17,912 Est. Cost $56763.66 Unrealized
GOOG Alphabet Inc Class C 0.1%
Value ($000) $1,806 Shares 12,812 Est. Cost $107.40 Unrealized +25.4%
VAW Vanguard Materials ETF 0.1%
Value ($000) $1,802 Shares 9,486 Est. Cost $170.52 Unrealized
SHEL Shell PLC Sponsored ADR 0.1%
Value ($000) $1,799 Shares 27,345 Est. Cost $55.90 Unrealized
DUK Duke Energy Corporation (New) 0.1%
Value ($000) $1,682 Shares 17,334 Est. Cost $45.08 Unrealized +86.0%
VDC Vanguard Consumer Staples ETF 0.1%
Value ($000) $1,564 Shares 8,189 Est. Cost $191.60 Unrealized
VWO Vanguard FTSE Emerging Markets 0.1%
Value ($000) $1,536 Shares 37,374 Est. Cost $39.17 Unrealized
LOW Lowe's Companies Inc 0.1%
Value ($000) $1,531 Shares 6,880 Est. Cost $63.98 Unrealized +204.4%
ORCL Oracle Corporation 0.1%
Value ($000) $1,514 Shares 14,358 Est. Cost $29.50 Unrealized +261.8%
CINF Cincinnati Financial Corporati 0.1%
Value ($000) $1,491 Shares 14,416 Est. Cost $36.35 Unrealized +164.4%
PCAR PACCAR Inc 0.1%
Value ($000) $1,466 Shares 15,013 Est. Cost $56.04 Unrealized +46.0%
NUE Nucor Corporation 0.1%
Value ($000) $1,466 Shares 8,422 Est. Cost $46.06 Unrealized +232.8%
DAL Delta Air Lines Inc 0.1%
Value ($000) $1,458 Shares 36,250 Est. Cost $43.04 Unrealized -17.7%
T AT&T Inc 0.1%
Value ($000) $1,431 Shares 85,306 Est. Cost $15.04 Unrealized -5.5%
FEX First Trust Large Cap Core Alp 0.1%
Value ($000) $1,387 Shares 15,381 Est. Cost $10182.70 Unrealized
BMY Bristol-Myers Squibb Company 0.1%
Value ($000) $1,378 Shares 26,865 Est. Cost $35.06 Unrealized +34.1%
VUG Vanguard Growth ETF 0.1%
Value ($000) $1,372 Shares 4,414 Est. Cost $236.34 Unrealized
WMT Walmart Inc 0.1%
Value ($000) $1,372 Shares 8,703 Est. Cost $24.46 Unrealized +111.1%
FITB Fifth Third Bancorp 0.1%
Value ($000) $1,261 Shares 36,566 Est. Cost $17.28 Unrealized +47.8%
QLC FlexShares US Quality Large Ca 0.1%
Value ($000) $1,248 Shares 23,569 Est. Cost $34.69 Unrealized
VLTO Veralto Corp 0.1%
Value ($000) $1,243 Shares 15,111 Est. Cost $73.75 Unrealized 0.0%
GDX VanEck Gold Miners ETF (USA) 0.1%
Value ($000) $1,240 Shares 40,000 Est. Cost $32.51 Unrealized
VYM Vanguard High Dividend Yield E 0.0%
Value ($000) $1,204 Shares 10,785 Est. Cost $108.08 Unrealized
UNH UnitedHealth Group Inc 0.0%
Value ($000) $1,194 Shares 2,267 Est. Cost $142.93 Unrealized +257.7%
MO Altria Group Inc 0.0%
Value ($000) $1,134 Shares 28,112 Est. Cost $30.28 Unrealized +15.0%
BA Boeing Company (The) 0.0%
Value ($000) $1,122 Shares 4,304 Est. Cost $130.00 Unrealized +64.5%
LQD iShares iBoxx $ Invest Grade C 0.0%
Value ($000) $1,121 Shares 10,134 Est. Cost $106.47 Unrealized
GQRE FlexShares Global Quality Real 0.0%
Value ($000) $1,118 Shares 20,051 Est. Cost $58.09 Unrealized
PM Philip Morris International In 0.0%
Value ($000) $1,102 Shares 11,718 Est. Cost $66.69 Unrealized +25.5%
AEP American Electric Power Co 0.0%
Value ($000) $1,101 Shares 13,555 Est. Cost $55.64 Unrealized +28.9%
NFRA FlexShares STOXX Global Broad 0.0%
Value ($000) $1,078 Shares 20,151 Est. Cost $49.33 Unrealized
SYY Sysco Corporation 0.0%
Value ($000) $1,078 Shares 14,735 Est. Cost $39.42 Unrealized +64.6%
VB Vanguard Small-Cap ETF 0.0%
Value ($000) $1,049 Shares 4,916 Est. Cost $183.54 Unrealized
VXF Vanguard Extended Market ETF 0.0%
Value ($000) $1,015 Shares 6,175 Est. Cost $132.15 Unrealized
ALL Allstate Corp 0.0%
Value ($000) $1,013 Shares 7,240 Est. Cost $63.35 Unrealized +96.9%
EL Estee Lauder Companies Inc Cla 0.0%
Value ($000) $1,011 Shares 6,915 Est. Cost $185.89 Unrealized -31.6%
PAYX Paychex Inc 0.0%
Value ($000) $960 Shares 8,056 Est. Cost $42.14 Unrealized +163.6%
VIG Vanguard Dividend Appreciation 0.0%
Value ($000) $935 Shares 5,486 Est. Cost $151.85 Unrealized
VPU Vanguard Utilities ETF 0.0%
Value ($000) $924 Shares 6,740 Est. Cost $147.80 Unrealized
DG Dollar General Corporation (Ne 0.0%
Value ($000) $874 Shares 6,429 Est. Cost $121.69 Unrealized -4.7%
QQQ Invesco QQQ Trust Series 1 0.0%
Value ($000) $860 Shares 2,099 Est. Cost $271.42 Unrealized
IYW iShares U.S. Technology ETF 0.0%
Value ($000) $849 Shares 6,919 Est. Cost $18977.90 Unrealized
TLTD FlexShares Morn Dev Mkts ex-US 0.0%
Value ($000) $810 Shares 11,868 Est. Cost $65.32 Unrealized
EFA iShares MSCI EAFE ETF 0.0%
Value ($000) $792 Shares 10,510 Est. Cost $35266.32 Unrealized
TILT FlexShares MS US Market Factor 0.0%
Value ($000) $777 Shares 4,260 Est. Cost $116.28 Unrealized
BEN Franklin Resources Inc 0.0%
Value ($000) $744 Shares 24,988 Est. Cost $21.53 Unrealized +2.0%
QCLN First Tr NASDAQ Clean Edge Gre 0.0%
Value ($000) $723 Shares 17,150 Est. Cost $53.88 Unrealized
SO Southern Company 0.0%
Value ($000) $694 Shares 9,899 Est. Cost $30.68 Unrealized +107.8%
MDY SPDR S&P MidCap 400 ETF 0.0%
Value ($000) $694 Shares 1,367 Est. Cost $88150.03 Unrealized
AJG Arthur J Gallagher & Co 0.0%
Value ($000) $681 Shares 3,027 Est. Cost $35.38 Unrealized +556.9%
GLW Corning Inc 0.0%
Value ($000) $680 Shares 22,332 Est. Cost $14.96 Unrealized +81.3%
WFC Wells Fargo & Co (New) 0.0%
Value ($000) $678 Shares 13,771 Est. Cost $37.31 Unrealized +10.0%
TRV Travelers Companies Inc 0.0%
Value ($000) $677 Shares 3,554 Est. Cost $117.11 Unrealized +42.3%
RTX RTX Corporation 0.0%
Value ($000) $675 Shares 8,022 Est. Cost $67.07 Unrealized +12.8%
ETN Eaton Corporation PLC 0.0%
Value ($000) $671 Shares 2,787 Est. Cost $79.35 Unrealized +171.7%
PPG PPG Industries Inc 0.0%
Value ($000) $668 Shares 4,465 Est. Cost $93.98 Unrealized +37.1%
GEHC GE Healthcare Technologies Inc 0.0%
Value ($000) $667 Shares 8,629 Est. Cost $71.08 Unrealized -1.8%
WOR WORTHINGTON ENTERPRISE INC 0.0%
Value ($000) $656 Shares 11,391 Est. Cost $22.63 Unrealized +94.1%
AMGN Amgen Inc 0.0%
Value ($000) $633 Shares 2,199 Est. Cost $125.00 Unrealized +104.1%
AZO AutoZone Inc 0.0%
Value ($000) $621 Shares 240 Est. Cost $2550.38 Unrealized +1.7%
CI Cigna Group 0.0%
Value ($000) $614 Shares 2,051 Est. Cost $202.40 Unrealized +38.7%
CLX Clorox Company 0.0%
Value ($000) $606 Shares 4,249 Est. Cost $146.20 Unrealized -15.2%
ISRG Intuitive Surgical Inc 0.0%
Value ($000) $590 Shares 1,750 Est. Cost $261.84 Unrealized +13.8%
GLD SPDR Gold Shares ETF 0.0%
Value ($000) $562 Shares 2,940 Est. Cost $138.88 Unrealized
MDLZ Mondelez International Inc Cla 0.0%
Value ($000) $561 Shares 7,742 Est. Cost $38.80 Unrealized +65.7%
STZ Constellation Brands Inc Class 0.0%
Value ($000) $558 Shares 2,310 Est. Cost $208.78 Unrealized +9.2%
KMB Kimberly-Clark Corporation 0.0%
Value ($000) $550 Shares 4,526 Est. Cost $81.59 Unrealized +36.3%
DIVO Amplify CWP Enhanced Dividend 0.0%
Value ($000) $546 Shares 14,925 Est. Cost $36.00 Unrealized
CME CME Group Inc 0.0%
Value ($000) $531 Shares 2,519 Est. Cost $142.82 Unrealized +36.3%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $523 Shares 3,549 Est. Cost $85.15 Unrealized +38.4%
DOW Dow Inc 0.0%
Value ($000) $520 Shares 9,488 Est. Cost $38.83 Unrealized +15.0%
KR Kroger Co 0.0%
Value ($000) $506 Shares 11,080 Est. Cost $30.12 Unrealized +40.7%
FAST Fastenal Company 0.0%
Value ($000) $496 Shares 7,664 Est. Cost $16.35 Unrealized +75.5%
NVO Novo-Nordisk A/S Sponsored ADR 0.0%
Value ($000) $488 Shares 4,721 Est. Cost $101.09 Unrealized
WSO Watsco Inc 0.0%
Value ($000) $485 Shares 1,132 Est. Cost $167.99 Unrealized +130.6%
TSCO Tractor Supply Company 0.0%
Value ($000) $470 Shares 2,187 Est. Cost $29.45 Unrealized +33.8%
CRM Salesforce Inc 0.0%
Value ($000) $468 Shares 1,780 Est. Cost $194.31 Unrealized +15.1%
CIVB Civista Bancshares Inc 0.0%
Value ($000) $466 Shares 25,275 Est. Cost $15.79 Unrealized -6.6%
IVW iShares S&P 500 Growth ETF 0.0%
Value ($000) $456 Shares 6,074 Est. Cost $58.61 Unrealized
CL Colgate-Palmolive Company 0.0%
Value ($000) $445 Shares 5,586 Est. Cost $47.09 Unrealized +52.3%
CTVA Corteva Inc 0.0%
Value ($000) $441 Shares 9,211 Est. Cost $29.06 Unrealized +60.2%
BTU Peabody Energy Corp 0.0%
Value ($000) $438 Shares 18,000 Est. Cost $26.43 Unrealized -11.5%
BX Blackstone Inc 0.0%
Value ($000) $437 Shares 3,335 Est. Cost $97.43 Unrealized +4.8%
MA Mastercard Inc Class A 0.0%
Value ($000) $424 Shares 995 Est. Cost $206.77 Unrealized +92.1%
TSLA Tesla Inc 0.0%
Value ($000) $410 Shares 1,650 Est. Cost $186.42 Unrealized +27.5%
AFL Aflac Inc 0.0%
Value ($000) $382 Shares 4,635 Est. Cost $54.39 Unrealized +41.6%
FCX Freeport-McMoran Inc Class B 0.0%
Value ($000) $381 Shares 8,960 Est. Cost $39.01 Unrealized -8.0%
MCHP Microchip Technology Inc 0.0%
Value ($000) $379 Shares 4,200 Est. Cost $59.48 Unrealized +29.4%
SJM Smucker (J M) Co (New) 0.0%
Value ($000) $369 Shares 2,923 Est. Cost $81.74 Unrealized +30.7%
ICLR ICON PLC 0.0%
Value ($000) $367 Shares 1,298 Est. Cost $208.74 Unrealized +24.0%
TRP TC Energy Corporation 0.0%
Value ($000) $366 Shares 9,375 Est. Cost $34.41 Unrealized -4.1%
LECO Lincoln Electric Holdings Inc 0.0%
Value ($000) $364 Shares 1,675 Est. Cost $119.50 Unrealized +61.4%
DD DuPont de Nemours Inc 0.0%
Value ($000) $364 Shares 4,732 Est. Cost $27.37 Unrealized +6.0%
MSA MSA Safety Inc 0.0%
Value ($000) $362 Shares 2,143 Est. Cost $80.24 Unrealized +102.7%
RIO Rio Tinto PLC Sponsored ADR 0.0%
Value ($000) $359 Shares 4,825 Est. Cost $58.64 Unrealized
TEAM Atlassian Corporation Class A 0.0%
Value ($000) $342 Shares 1,439 Est. Cost $160.74 Unrealized +22.1%
BAX Baxter International Inc 0.0%
Value ($000) $339 Shares 8,760 Est. Cost $43.57 Unrealized -22.9%
MS Morgan Stanley 0.0%
Value ($000) $337 Shares 3,618 Est. Cost $39.78 Unrealized +88.1%
ASML ASML Holding NV-NY Reg Shs 0.0%
Value ($000) $336 Shares 444 Est. Cost $193.22 Unrealized
Discover Financial Services 0.0%
Value ($000) $335 Shares 2,976 Est. Cost $44915.66 Unrealized
AMP Ameriprise Financial Inc 0.0%
Value ($000) $332 Shares 874 Est. Cost $208.66 Unrealized +59.8%
NOC Northrop Grumman Corporation 0.0%
Value ($000) $331 Shares 707 Est. Cost $452.04 Unrealized 0.0%
MELI MercadoLibre Inc 0.0%
Value ($000) $327 Shares 208 Est. Cost $1417.24 Unrealized 0.0%
MU Micron Technology Inc 0.0%
Value ($000) $318 Shares 3,722 Est. Cost $57.76 Unrealized +27.5%
TLTE FlexShares MS Emerging Mkts Fa 0.0%
Value ($000) $316 Shares 6,202 Est. Cost $54.70 Unrealized
D Dominion Energy Inc 0.0%
Value ($000) $314 Shares 6,677 Est. Cost $38.33 Unrealized +4.8%
DDS Dillards Inc Class A 0.0%
Value ($000) $313 Shares 775 Est. Cost $282.07 Unrealized +3.9%
HRB H&R Block Inc 0.0%
Value ($000) $307 Shares 6,357 Est. Cost $27.82 Unrealized +50.7%
FMAO Farmers & Merchants Bancorp 0.0%
Value ($000) $307 Shares 12,360 Est. Cost $18.51 Unrealized -1.1%
GILD Gilead Sciences Inc 0.0%
Value ($000) $303 Shares 3,742 Est. Cost $64.63 Unrealized +11.7%
SNA Snap-on Incorporated 0.0%
Value ($000) $296 Shares 1,025 Est. Cost $174.59 Unrealized +46.0%
BMO Bank of Montreal 0.0%
Value ($000) $290 Shares 2,935 Est. Cost $68.31 Unrealized +12.1%
BSV Vanguard Short-Term Bond ETF 0.0%
Value ($000) $281 Shares 3,644 Est. Cost $75464.65 Unrealized
MDT Medtronic PLC 0.0%
Value ($000) $280 Shares 3,401 Est. Cost $58.10 Unrealized +23.0%
IRM Iron Mountain Inc (New) 0.0%
Value ($000) $273 Shares 3,905 Est. Cost $47.24 Unrealized +23.7%
WEC WEC Energy Group Inc 0.0%
Value ($000) $272 Shares 3,235 Est. Cost $84.10 Unrealized -9.3%
AR Antero Resources Corporation 0.0%
Value ($000) $272 Shares 12,000 Est. Cost $34.55 Unrealized -26.6%
EFX Equifax Inc 0.0%
Value ($000) $272 Shares 1,100 Est. Cost $191.11 Unrealized +4.6%
WY Weyerhaeuser Company 0.0%
Value ($000) $266 Shares 7,648 Est. Cost $28.62 Unrealized +1.8%
FERG1GBX Ferguson PLC 0.0%
Value ($000) $264 Shares 1,366 Est. Cost $157.31 Unrealized
SBUX Starbucks Corporation 0.0%
Value ($000) $262 Shares 2,733 Est. Cost $71.50 Unrealized +28.9%
AON Aon PLC Class A 0.0%
Value ($000) $259 Shares 891 Est. Cost $265.09 Unrealized +18.9%
KEY KeyCorp 0.0%
Value ($000) $258 Shares 17,897 Est. Cost $7.63 Unrealized +39.6%
ESGV Vanguard ESG US Stock ETF 0.0%
Value ($000) $256 Shares 3,005 Est. Cost $72.20 Unrealized
PSX Phillips 66 0.0%
Value ($000) $252 Shares 1,892 Est. Cost $103.33 Unrealized +7.5%
XLI Industrial Select Sector SPDR 0.0%
Value ($000) $248 Shares 2,176 Est. Cost $106.45 Unrealized
XLK Technology Select Sector SPDR 0.0%
Value ($000) $237 Shares 1,229 Est. Cost $171.21 Unrealized
ALLE Allegion PLC 0.0%
Value ($000) $234 Shares 1,850 Est. Cost $104.12 Unrealized 0.0%
KWR Quaker Chemical Corp 0.0%
Value ($000) $233 Shares 1,092 Est. Cost $172.32 Unrealized 0.0%
BR Broadridge Financial Solutions 0.0%
Value ($000) $233 Shares 1,132 Est. Cost $170.29 Unrealized +4.6%
FBIN Fortune Brands Innovations Inc 0.0%
Value ($000) $231 Shares 3,035 Est. Cost $63.36 Unrealized 0.0%
Veritex Holdings Inc 0.0%
Value ($000) $230 Shares 9,875 Est. Cost $17.95 Unrealized
PFG Principal Financial Group Inc 0.0%
Value ($000) $229 Shares 2,917 Est. Cost $65.46 Unrealized +2.3%
IYH iShares U.S. Healthcare ETF 0.0%
Value ($000) $229 Shares 800 Est. Cost $98992.90 Unrealized
NFLX Netflix Inc 0.0%
Value ($000) $229 Shares 470 Est. Cost $43.65 Unrealized 0.0%
IJR iShares Core S&P Small-Cap ETF 0.0%
Value ($000) $226 Shares 2,091 Est. Cost $108.25 Unrealized
WestRock Company 0.0%
Value ($000) $225 Shares 5,425 Est. Cost $41.52 Unrealized
PLD ProLogis Inc 0.0%
Value ($000) $224 Shares 1,683 Est. Cost $112.01 Unrealized -5.7%
CHE Chemed Corporation 0.0%
Value ($000) $224 Shares 383 Est. Cost $481.46 Unrealized +15.3%
NOW ServiceNow Inc 0.0%
Value ($000) $223 Shares 316 Est. Cost $126.04 Unrealized 0.0%
STE Steris PLC (New) 0.0%
Value ($000) $221 Shares 1,003 Est. Cost $188.38 Unrealized +10.2%
IBN ICICI Bank Ltd Sponsored ADR 0.0%
Value ($000) $217 Shares 9,121 Est. Cost $21.58 Unrealized
BP BP PLC Sponsored ADR 0.0%
Value ($000) $217 Shares 6,135 Est. Cost $38.67 Unrealized
ACGL Arch Capital Group Ltd 0.0%
Value ($000) $213 Shares 2,874 Est. Cost $74.00 Unrealized +5.0%
OKE ONEOK Inc 0.0%
Value ($000) $208 Shares 2,957 Est. Cost $60.36 Unrealized 0.0%
UBS UBS Group AG 0.0%
Value ($000) $203 Shares 6,555 Est. Cost $26.30 Unrealized 0.0%
ELV Elevance Health Inc 0.0%
Value ($000) $200 Shares 425 Est. Cost $132.24 Unrealized +237.7%
AM Antero Midstream Corporation 0.0%
Value ($000) $175 Shares 14,000 Est. Cost $8.56 Unrealized +28.8%
BCS Barclays PLC Sponsored ADR 0.0%
Value ($000) $93 Shares 11,760 Est. Cost $7.73 Unrealized
BNY Mellon Strategic Municipal 0.0%
Value ($000) $63 Shares 11,019 Est. Cost $5.71 Unrealized
NOK Nokia Oyj Sponsored ADR 0.0%
Value ($000) $39 Shares 11,276 Est. Cost $5.40 Unrealized
ABEV Ambev SA Sponsored ADR 0.0%
Value ($000) $33 Shares 11,688 Est. Cost $2.77 Unrealized