PARK NATIONAL CORP /OH/ Diversified Active

CIK: 0000805676 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 1, 2024

Total Value ($000): $2,595,924 (100.0% shares, 0.0% debt)

Holdings (287)

PRK Park National Corporation 6.2%
Value ($000) $162,162 Shares 1,193,681 Est. Cost $74.44 Unrealized +74.6%
MSFT Microsoft Corporation 5.3%
Value ($000) $138,325 Shares 328,782 Est. Cost $27.14 Unrealized +1371.0%
NVDA NVIDIA Corporation 4.4%
Value ($000) $113,772 Shares 125,915 Est. Cost $14.65 Unrealized +394.5%
AAPL Apple Inc 4.3%
Value ($000) $110,510 Shares 644,449 Est. Cost $85.76 Unrealized +110.2%
JPM JPMorgan Chase & Co 3.4%
Value ($000) $89,298 Shares 445,822 Est. Cost $38.37 Unrealized +352.5%
GOOGL Alphabet Inc Class A 2.4%
Value ($000) $63,049 Shares 417,740 Est. Cost $110.68 Unrealized +28.3%
FPE First Trust Preferred Securiti 2.2%
Value ($000) $56,510 Shares 3,262,711 Est. Cost $19.93 Unrealized
CSCO Cisco Systems Inc 1.9%
Value ($000) $49,193 Shares 985,628 Est. Cost $33.28 Unrealized +41.9%
TTWO Take-Two Interactive Software 1.8%
Value ($000) $47,360 Shares 318,945 Est. Cost $129.90 Unrealized +19.5%
WM Waste Management Inc 1.7%
Value ($000) $45,256 Shares 212,319 Est. Cost $123.65 Unrealized +54.5%
ACN Accenture PLC Class A 1.7%
Value ($000) $43,744 Shares 126,206 Est. Cost $204.30 Unrealized +73.6%
FTCS First Trust Capital Strength E 1.6%
Value ($000) $42,042 Shares 490,858 Est. Cost $67.73 Unrealized
ADI Analog Devices Inc 1.6%
Value ($000) $40,430 Shares 204,411 Est. Cost $136.53 Unrealized +36.4%
PG Procter & Gamble Company 1.5%
Value ($000) $39,214 Shares 241,689 Est. Cost $60.11 Unrealized +149.3%
JNJ Johnson & Johnson 1.5%
Value ($000) $38,676 Shares 244,488 Est. Cost $62.04 Unrealized +142.2%
DE Deere & Company 1.5%
Value ($000) $38,567 Shares 93,897 Est. Cost $341.25 Unrealized +9.2%
ABT Abbott Laboratories 1.4%
Value ($000) $35,546 Shares 312,738 Est. Cost $44.10 Unrealized +151.2%
CDNS Cadence Design Systems Inc 1.4%
Value ($000) $35,397 Shares 113,714 Est. Cost $226.13 Unrealized +30.8%
LMT Lockheed Martin Corporation 1.4%
Value ($000) $35,197 Shares 77,378 Est. Cost $413.90 Unrealized +0.5%
V Visa Inc Class A 1.3%
Value ($000) $34,260 Shares 122,759 Est. Cost $157.28 Unrealized +73.2%
DHI DR Horton Inc 1.3%
Value ($000) $34,157 Shares 207,578 Est. Cost $55.87 Unrealized +163.3%
AMZN Amazon.com Inc 1.3%
Value ($000) $32,626 Shares 180,874 Est. Cost $123.65 Unrealized +35.0%
VGT Vanguard Information Technolog 1.2%
Value ($000) $32,325 Shares 61,648 Est. Cost $322.20 Unrealized
CVX Chevron Corp 1.2%
Value ($000) $32,007 Shares 202,909 Est. Cost $72.50 Unrealized +91.8%
MCD McDonald's Corporation 1.2%
Value ($000) $31,530 Shares 111,830 Est. Cost $158.34 Unrealized +75.6%
BlackRock Inc 1.2%
Value ($000) $29,965 Shares 35,942 Est. Cost $516.72 Unrealized
XOM Exxon Mobil Corporation 1.1%
Value ($000) $28,437 Shares 244,638 Est. Cost $61.94 Unrealized +58.4%
CMG Chipotle Mexican Grill Inc 1.1%
Value ($000) $28,263 Shares 9,723 Est. Cost $26.16 Unrealized +95.5%
ICE Intercontinental Exchange Inc 1.1%
Value ($000) $27,685 Shares 201,450 Est. Cost $76.66 Unrealized +69.3%
Arista Networks Inc 1.0%
Value ($000) $27,061 Shares 93,319 Est. Cost $263.09 Unrealized
PEP PepsiCo Inc 1.0%
Value ($000) $26,674 Shares 152,413 Est. Cost $57.41 Unrealized +173.9%
TJX TJX Companies Inc 1.0%
Value ($000) $26,580 Shares 262,080 Est. Cost $59.39 Unrealized +59.3%
SPGI S&P Global Inc 1.0%
Value ($000) $24,866 Shares 58,446 Est. Cost $270.68 Unrealized +57.8%
ABBV AbbVie Inc 0.9%
Value ($000) $24,479 Shares 134,426 Est. Cost $89.30 Unrealized +81.4%
SCHW Schwab (Charles) Corporation 0.9%
Value ($000) $24,476 Shares 338,347 Est. Cost $67.30 Unrealized -4.5%
COST Costco Wholesale Corporation 0.9%
Value ($000) $23,715 Shares 32,369 Est. Cost $288.06 Unrealized +145.4%
KO Coca-Cola Company 0.9%
Value ($000) $23,561 Shares 385,116 Est. Cost $32.42 Unrealized +74.9%
NEE NextEra Energy Inc 0.9%
Value ($000) $22,778 Shares 356,410 Est. Cost $62.85 Unrealized -11.8%
DHR Danaher Corporation 0.9%
Value ($000) $22,330 Shares 89,420 Est. Cost $68.40 Unrealized +253.0%
TDIV First Trust NASDAQ Tech Divide 0.8%
Value ($000) $21,996 Shares 315,716 Est. Cost $1219.38 Unrealized
DIS Disney (Walt) Company 0.8%
Value ($000) $21,800 Shares 178,159 Est. Cost $102.58 Unrealized -0.2%
COP ConocoPhillips 0.8%
Value ($000) $21,374 Shares 167,927 Est. Cost $41.97 Unrealized +156.5%
FVD First Trust Value Line Dividen 0.8%
Value ($000) $21,314 Shares 504,712 Est. Cost $1800.36 Unrealized
FTSM First Trust Enhanced Short Mat 0.7%
Value ($000) $19,465 Shares 326,489 Est. Cost $59.82 Unrealized
SYK Stryker Corporation 0.7%
Value ($000) $18,550 Shares 51,834 Est. Cost $162.87 Unrealized +102.8%
SLB Schlumberger Limited 0.7%
Value ($000) $18,162 Shares 331,358 Est. Cost $35.08 Unrealized +36.3%
VOX Vanguard Communication Service 0.7%
Value ($000) $18,142 Shares 138,253 Est. Cost $100.51 Unrealized
ECL Ecolab Inc 0.7%
Value ($000) $17,201 Shares 74,494 Est. Cost $180.52 Unrealized +15.2%
RDVY First Trust Rising Dividend Ac 0.6%
Value ($000) $16,458 Shares 292,999 Est. Cost $45.24 Unrealized
CVS CVS Health Corporation 0.6%
Value ($000) $15,720 Shares 197,087 Est. Cost $51.68 Unrealized +37.0%
HYLS First Trust Tactical High Yiel 0.6%
Value ($000) $15,595 Shares 378,233 Est. Cost $47.03 Unrealized
ZTS Zoetis Inc 0.6%
Value ($000) $15,116 Shares 89,335 Est. Cost $92.46 Unrealized +98.3%
UCON First Trust TCW Unconstrained 0.6%
Value ($000) $14,717 Shares 598,259 Est. Cost $24.29 Unrealized
MNST Monster Beverage Corporation ( 0.5%
Value ($000) $13,568 Shares 228,887 Est. Cost $55.97 Unrealized +2.7%
VNQ Vanguard Real Estate ETF 0.5%
Value ($000) $13,357 Shares 154,452 Est. Cost $17576.59 Unrealized
HD Home Depot Inc 0.5%
Value ($000) $13,237 Shares 34,508 Est. Cost $59.33 Unrealized +487.4%
RDVI FT Cboe Vest Rising Div Achiev 0.5%
Value ($000) $13,191 Shares 538,862 Est. Cost $22.09 Unrealized
BRK/A Berkshire Hathaway Inc Class A 0.5%
Value ($000) $12,689 Shares 20 Est. Cost $208776.58 Unrealized +184.5%
F Ford Motor Company 0.5%
Value ($000) $12,655 Shares 952,943 Est. Cost $10.44 Unrealized +2.4%
PFE Pfizer Inc 0.5%
Value ($000) $12,393 Shares 446,577 Est. Cost $24.90 Unrealized -1.0%
HAL Halliburton Company 0.5%
Value ($000) $11,910 Shares 302,143 Est. Cost $28.77 Unrealized +18.6%
IVV iShares Core S&P 500 ETF 0.4%
Value ($000) $11,650 Shares 22,160 Est. Cost $277.41 Unrealized
MRK Merck & Company Inc (New) 0.4%
Value ($000) $10,976 Shares 83,183 Est. Cost $36.98 Unrealized +213.0%
AMT American Tower Corporation REI 0.4%
Value ($000) $10,052 Shares 50,873 Est. Cost $152.11 Unrealized +22.4%
AZN AstraZeneca PLC Sponsored ADR 0.4%
Value ($000) $9,613 Shares 141,883 Est. Cost $53.83 Unrealized
TGT Target Corporation 0.4%
Value ($000) $9,227 Shares 52,069 Est. Cost $53.70 Unrealized +164.4%
LLY Lilly (Eli) & Company 0.4%
Value ($000) $9,142 Shares 11,751 Est. Cost $90.80 Unrealized +673.7%
FTGS First Trust Growth Strength ET 0.3%
Value ($000) $9,026 Shares 293,910 Est. Cost $24.36 Unrealized
ADP Automatic Data Processing Inc 0.3%
Value ($000) $8,568 Shares 34,307 Est. Cost $64.46 Unrealized +263.4%
INTC Intel Corporation 0.3%
Value ($000) $8,454 Shares 191,398 Est. Cost $22.88 Unrealized +92.5%
HCA HCA Healthcare Inc 0.3%
Value ($000) $8,372 Shares 25,102 Est. Cost $196.95 Unrealized +52.9%
VTI Vanguard Total Stock Market ET 0.3%
Value ($000) $8,313 Shares 31,985 Est. Cost $204.52 Unrealized
MCK McKesson Corporation 0.3%
Value ($000) $8,312 Shares 15,482 Est. Cost $205.50 Unrealized +145.0%
CSX CSX Corporation 0.3%
Value ($000) $8,234 Shares 222,130 Est. Cost $27.69 Unrealized +28.1%
FYX First Trust Small Cap Core Alp 0.3%
Value ($000) $8,025 Shares 86,065 Est. Cost $5646.76 Unrealized
PNC PNC Financial Services Group 0.3%
Value ($000) $7,884 Shares 48,787 Est. Cost $106.50 Unrealized +32.5%
FGD First Trust Dow Jones Global S 0.3%
Value ($000) $7,814 Shares 343,189 Est. Cost $23.58 Unrealized
EMR Emerson Electric Company 0.3%
Value ($000) $7,691 Shares 67,807 Est. Cost $42.35 Unrealized +134.7%
VHT Vanguard Health Care ETF 0.3%
Value ($000) $7,088 Shares 26,200 Est. Cost $247.90 Unrealized
BDX Becton Dickinson & Co 0.3%
Value ($000) $6,755 Shares 27,300 Est. Cost $241.46 Unrealized -4.5%
NKE Nike Inc Class B 0.3%
Value ($000) $6,505 Shares 69,213 Est. Cost $48.51 Unrealized +101.7%
MPC Marathon Petroleum Corporation 0.2%
Value ($000) $6,066 Shares 30,106 Est. Cost $91.41 Unrealized +79.8%
COR Cencora Inc 0.2%
Value ($000) $5,947 Shares 24,476 Est. Cost $186.30 Unrealized +21.5%
APD Air Products & Chemicals Inc 0.2%
Value ($000) $5,910 Shares 24,395 Est. Cost $101.88 Unrealized +128.2%
VCR Vanguard Consumer Discretionar 0.2%
Value ($000) $5,869 Shares 18,471 Est. Cost $219.71 Unrealized
BIV Vanguard Intermediate-Term Bon 0.2%
Value ($000) $5,743 Shares 76,162 Est. Cost $73.19 Unrealized
RPM RPM International Inc 0.2%
Value ($000) $5,669 Shares 47,655 Est. Cost $79.46 Unrealized +40.0%
EMLP First Trust North Amer Energy 0.2%
Value ($000) $5,661 Shares 191,712 Est. Cost $25.17 Unrealized
BNDC FlexShares Core Select Bond ET 0.2%
Value ($000) $5,619 Shares 254,722 Est. Cost $24.38 Unrealized
CB Chubb Ltd (New) 0.2%
Value ($000) $5,393 Shares 20,813 Est. Cost $99.61 Unrealized +142.2%
VOO Vanguard S&P 500 ETF 0.2%
Value ($000) $5,341 Shares 11,111 Est. Cost $325.51 Unrealized
BAC Bank of America Corp 0.2%
Value ($000) $5,229 Shares 137,894 Est. Cost $12.62 Unrealized +159.9%
BRO Brown & Brown Inc 0.2%
Value ($000) $5,147 Shares 58,800 Est. Cost $18.96 Unrealized +319.2%
TT Trane Technologies PLC 0.2%
Value ($000) $4,686 Shares 15,610 Est. Cost $152.86 Unrealized +74.7%
FTRI FT Indxx Global Natural Resour 0.2%
Value ($000) $4,359 Shares 328,354 Est. Cost $12.66 Unrealized
AXP American Express Co 0.2%
Value ($000) $4,155 Shares 18,249 Est. Cost $66.94 Unrealized +203.1%
CTAS Cintas Corporation 0.2%
Value ($000) $4,140 Shares 6,026 Est. Cost $35.57 Unrealized +326.4%
GPC Genuine Parts Company 0.2%
Value ($000) $4,139 Shares 26,713 Est. Cost $62.60 Unrealized +119.7%
GD General Dynamics Corporation 0.2%
Value ($000) $3,949 Shares 13,981 Est. Cost $136.20 Unrealized +89.4%
VFH Vanguard Financials ETF 0.1%
Value ($000) $3,746 Shares 36,589 Est. Cost $82.17 Unrealized
VEA Vanguard FTSE Developed Market 0.1%
Value ($000) $3,666 Shares 73,081 Est. Cost $43.34 Unrealized
UNP Union Pacific Corporation 0.1%
Value ($000) $3,589 Shares 14,594 Est. Cost $77.35 Unrealized +204.6%
TXN Texas Instruments Inc 0.1%
Value ($000) $3,546 Shares 20,357 Est. Cost $25.75 Unrealized +513.2%
HBAN Huntington Bancshares Inc 0.1%
Value ($000) $3,480 Shares 249,490 Est. Cost $8.87 Unrealized +34.6%
META Meta Platforms Inc Class A 0.1%
Value ($000) $3,362 Shares 6,923 Est. Cost $148.91 Unrealized +197.6%
BRK/B Berkshire Hathaway Inc Class B 0.1%
Value ($000) $3,262 Shares 7,756 Est. Cost $166.07 Unrealized +136.9%
GUNR FlexShares Morningstar Glbl Up 0.1%
Value ($000) $3,218 Shares 78,360 Est. Cost $603.44 Unrealized
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $3,205 Shares 6,127 Est. Cost $383.36 Unrealized
VIS Vanguard Industrials ETF 0.1%
Value ($000) $3,189 Shares 13,060 Est. Cost $185.14 Unrealized
CAT Caterpillar Inc 0.1%
Value ($000) $3,183 Shares 8,686 Est. Cost $88.67 Unrealized +250.8%
HON Honeywell International Inc 0.1%
Value ($000) $3,160 Shares 15,397 Est. Cost $129.49 Unrealized +39.6%
GRC Gorman-Rupp Company 0.1%
Value ($000) $3,085 Shares 78,012 Est. Cost $26.04 Unrealized +37.1%
USB US Bancorp (DE) 0.1%
Value ($000) $3,061 Shares 68,483 Est. Cost $24.65 Unrealized +56.7%
IBM International Business Machine 0.1%
Value ($000) $2,972 Shares 15,561 Est. Cost $113.71 Unrealized +51.8%
QCOM QUALCOMM Inc 0.1%
Value ($000) $2,882 Shares 17,024 Est. Cost $121.94 Unrealized +21.8%
BK Bank of New York Mellon Corp 0.1%
Value ($000) $2,712 Shares 47,067 Est. Cost $35.13 Unrealized +49.9%
MMM 3M Company 0.1%
Value ($000) $2,613 Shares 24,630 Est. Cost $77.94 Unrealized +1.7%
VDE Vanguard Energy ETF 0.1%
Value ($000) $2,481 Shares 18,841 Est. Cost $121.28 Unrealized
CMCSA Comcast Corporation Class A (N 0.1%
Value ($000) $2,428 Shares 56,001 Est. Cost $39.10 Unrealized +3.9%
SHW Sherwin-Williams Company 0.1%
Value ($000) $2,427 Shares 6,987 Est. Cost $254.00 Unrealized +23.4%
ITW Illinois Tool Works Inc 0.1%
Value ($000) $2,388 Shares 8,900 Est. Cost $51.36 Unrealized +382.2%
GOOG Alphabet Inc Class C 0.1%
Value ($000) $2,329 Shares 15,297 Est. Cost $113.23 Unrealized +26.5%
MZTI Lancaster Colony Corporation 0.1%
Value ($000) $2,284 Shares 11,000 Est. Cost $89.60 Unrealized +112.4%
ADBE Adobe Inc 0.1%
Value ($000) $2,191 Shares 4,343 Est. Cost $261.45 Unrealized +119.2%
UPS United Parcel Service Inc Clas 0.1%
Value ($000) $2,142 Shares 14,412 Est. Cost $67.34 Unrealized +102.6%
NSC Norfolk Southern Corporation 0.1%
Value ($000) $2,117 Shares 8,308 Est. Cost $86.33 Unrealized +175.4%
DVY iShares Select Dividend ETF 0.1%
Value ($000) $2,084 Shares 16,915 Est. Cost $19637.14 Unrealized
VZ Verizon Communications Inc 0.1%
Value ($000) $2,023 Shares 48,218 Est. Cost $32.51 Unrealized +10.5%
GE General Electric Company (New) 0.1%
Value ($000) $2,022 Shares 11,517 Est. Cost $62.95 Unrealized +84.9%
FNX First Trust Mid Cap Core Alpha 0.1%
Value ($000) $1,978 Shares 17,443 Est. Cost $9446.24 Unrealized
TDTT FlexShares iBoxx 3-Year Target 0.1%
Value ($000) $1,968 Shares 82,846 Est. Cost $24.79 Unrealized
SHEL Shell PLC Sponsored ADR 0.1%
Value ($000) $1,945 Shares 29,008 Est. Cost $56.53 Unrealized
VAW Vanguard Materials ETF 0.1%
Value ($000) $1,922 Shares 9,403 Est. Cost $170.52 Unrealized
PCAR PACCAR Inc 0.1%
Value ($000) $1,854 Shares 14,961 Est. Cost $56.04 Unrealized +79.9%
LOW Lowe's Companies Inc 0.1%
Value ($000) $1,848 Shares 7,255 Est. Cost $72.14 Unrealized +207.8%
CINF Cincinnati Financial Corporati 0.1%
Value ($000) $1,784 Shares 14,370 Est. Cost $36.35 Unrealized +196.0%
AVGO Broadcom Inc 0.1%
Value ($000) $1,754 Shares 1,323 Est. Cost $23.33 Unrealized +419.5%
CAH Cardinal Health Inc 0.1%
Value ($000) $1,742 Shares 15,566 Est. Cost $104.61 Unrealized 0.0%
DAL Delta Air Lines Inc 0.1%
Value ($000) $1,735 Shares 36,250 Est. Cost $43.04 Unrealized -6.0%
WMT Walmart Inc 0.1%
Value ($000) $1,688 Shares 28,062 Est. Cost $46.25 Unrealized +21.2%
ORCL Oracle Corporation 0.1%
Value ($000) $1,631 Shares 12,981 Est. Cost $29.50 Unrealized +280.9%
DUK Duke Energy Corporation (New) 0.1%
Value ($000) $1,605 Shares 16,593 Est. Cost $45.08 Unrealized +96.2%
NVS Novartis AG Sponsored ADR 0.1%
Value ($000) $1,551 Shares 16,034 Est. Cost $56763.66 Unrealized
VUG Vanguard Growth ETF 0.1%
Value ($000) $1,519 Shares 4,414 Est. Cost $236.34 Unrealized
VDC Vanguard Consumer Staples ETF 0.1%
Value ($000) $1,489 Shares 7,293 Est. Cost $191.60 Unrealized
FEX First Trust Large Cap Core Alp 0.1%
Value ($000) $1,482 Shares 14,936 Est. Cost $10182.70 Unrealized
VWO Vanguard FTSE Emerging Markets 0.1%
Value ($000) $1,467 Shares 35,124 Est. Cost $39.17 Unrealized
NUE Nucor Corporation 0.1%
Value ($000) $1,366 Shares 6,900 Est. Cost $46.06 Unrealized +284.8%
QQQ Invesco QQQ Trust Series 1 0.1%
Value ($000) $1,358 Shares 3,059 Est. Cost $325.59 Unrealized
FITB Fifth Third Bancorp 0.1%
Value ($000) $1,343 Shares 36,092 Est. Cost $17.28 Unrealized +87.3%
SYY Sysco Corporation 0.1%
Value ($000) $1,341 Shares 16,518 Est. Cost $43.22 Unrealized +72.6%
T AT&T Inc 0.1%
Value ($000) $1,334 Shares 75,772 Est. Cost $15.04 Unrealized +3.9%
QLC FlexShares US Quality Large Ca 0.1%
Value ($000) $1,305 Shares 22,161 Est. Cost $34.69 Unrealized
ALL Allstate Corp 0.1%
Value ($000) $1,302 Shares 7,526 Est. Cost $66.71 Unrealized +127.7%
GDX VanEck Gold Miners ETF (USA) 0.0%
Value ($000) $1,265 Shares 40,000 Est. Cost $32.51 Unrealized
GLD SPDR Gold Shares ETF 0.0%
Value ($000) $1,236 Shares 6,010 Est. Cost $173.02 Unrealized
VYM Vanguard High Dividend Yield E 0.0%
Value ($000) $1,231 Shares 10,178 Est. Cost $108.08 Unrealized
BMY Bristol-Myers Squibb Company 0.0%
Value ($000) $1,200 Shares 22,122 Est. Cost $35.06 Unrealized +31.7%
GQRE FlexShares Global Quality Real 0.0%
Value ($000) $1,171 Shares 20,611 Est. Cost $58.06 Unrealized
NFRA FlexShares STOXX Global Broad 0.0%
Value ($000) $1,154 Shares 21,143 Est. Cost $49.58 Unrealized
UNH UnitedHealth Group Inc 0.0%
Value ($000) $1,129 Shares 2,282 Est. Cost $142.93 Unrealized +242.1%
VB Vanguard Small-Cap ETF 0.0%
Value ($000) $1,119 Shares 4,896 Est. Cost $183.54 Unrealized
MO Altria Group Inc 0.0%
Value ($000) $1,098 Shares 25,181 Est. Cost $30.28 Unrealized +17.9%
LQD iShares iBoxx $ Invest Grade C 0.0%
Value ($000) $1,090 Shares 10,004 Est. Cost $106.47 Unrealized
VXF Vanguard Extended Market ETF 0.0%
Value ($000) $1,082 Shares 6,175 Est. Cost $132.15 Unrealized
AEP American Electric Power Co 0.0%
Value ($000) $1,067 Shares 12,388 Est. Cost $55.64 Unrealized +36.6%
PAYX Paychex Inc 0.0%
Value ($000) $994 Shares 8,093 Est. Cost $42.14 Unrealized +172.1%
VIG Vanguard Dividend Appreciation 0.0%
Value ($000) $964 Shares 5,280 Est. Cost $151.85 Unrealized
PM Philip Morris International In 0.0%
Value ($000) $955 Shares 10,424 Est. Cost $66.69 Unrealized +27.4%
VPU Vanguard Utilities ETF 0.0%
Value ($000) $913 Shares 6,405 Est. Cost $147.80 Unrealized
ETN Eaton Corporation PLC 0.0%
Value ($000) $897 Shares 2,869 Est. Cost $84.73 Unrealized +215.8%
IYW iShares U.S. Technology ETF 0.0%
Value ($000) $894 Shares 6,619 Est. Cost $18977.90 Unrealized
VLTO Veralto Corp 0.0%
Value ($000) $885 Shares 9,982 Est. Cost $73.75 Unrealized +11.5%
BA Boeing Company (The) 0.0%
Value ($000) $861 Shares 4,459 Est. Cost $132.62 Unrealized +54.9%
TILT FlexShares MS US Market Factor 0.0%
Value ($000) $842 Shares 4,243 Est. Cost $116.28 Unrealized
EFA iShares MSCI EAFE ETF 0.0%
Value ($000) $839 Shares 10,510 Est. Cost $35266.32 Unrealized
TLTD FlexShares Morn Dev Mkts ex-US 0.0%
Value ($000) $822 Shares 11,477 Est. Cost $65.32 Unrealized
MDY SPDR S&P MidCap 400 ETF 0.0%
Value ($000) $822 Shares 1,477 Est. Cost $81626.47 Unrealized
WFC Wells Fargo & Co (New) 0.0%
Value ($000) $798 Shares 13,771 Est. Cost $37.31 Unrealized +34.3%
KR Kroger Co 0.0%
Value ($000) $792 Shares 13,868 Est. Cost $33.58 Unrealized +40.9%
AJG Arthur J Gallagher & Co 0.0%
Value ($000) $754 Shares 3,017 Est. Cost $35.38 Unrealized +568.2%
CI Cigna Group 0.0%
Value ($000) $722 Shares 1,988 Est. Cost $202.40 Unrealized +57.0%
WOR Worthington Enterprises Inc 0.0%
Value ($000) $709 Shares 11,391 Est. Cost $22.63 Unrealized +163.1%
RTX RTX Corporation 0.0%
Value ($000) $707 Shares 7,247 Est. Cost $67.07 Unrealized +29.5%
BEN Franklin Resources Inc 0.0%
Value ($000) $702 Shares 24,988 Est. Cost $21.53 Unrealized +14.2%
ISRG Intuitive Surgical Inc 0.0%
Value ($000) $698 Shares 1,750 Est. Cost $261.84 Unrealized +44.3%
SO Southern Company 0.0%
Value ($000) $691 Shares 9,637 Est. Cost $30.68 Unrealized +111.0%
TRV Travelers Companies Inc 0.0%
Value ($000) $691 Shares 3,004 Est. Cost $117.11 Unrealized +76.5%
GLW Corning Inc 0.0%
Value ($000) $670 Shares 20,329 Est. Cost $14.96 Unrealized +103.5%
CLX Clorox Company 0.0%
Value ($000) $648 Shares 4,232 Est. Cost $146.20 Unrealized -4.2%
PPG PPG Industries Inc 0.0%
Value ($000) $647 Shares 4,465 Est. Cost $93.98 Unrealized +44.6%
AMGN Amgen Inc 0.0%
Value ($000) $633 Shares 2,228 Est. Cost $126.97 Unrealized +117.4%
STZ Constellation Brands Inc Class 0.0%
Value ($000) $628 Shares 2,310 Est. Cost $208.78 Unrealized +16.6%
AZO AutoZone Inc 0.0%
Value ($000) $593 Shares 188 Est. Cost $2550.38 Unrealized +12.1%
FAST Fastenal Company 0.0%
Value ($000) $590 Shares 7,642 Est. Cost $16.35 Unrealized +107.9%
QCLN First Tr NASDAQ Clean Edge Gre 0.0%
Value ($000) $582 Shares 16,772 Est. Cost $53.88 Unrealized
TSCO Tractor Supply Company 0.0%
Value ($000) $572 Shares 2,187 Est. Cost $29.45 Unrealized +57.3%
NVO Novo-Nordisk A/S Sponsored ADR 0.0%
Value ($000) $569 Shares 4,432 Est. Cost $101.09 Unrealized
IVW iShares S&P 500 Growth ETF 0.0%
Value ($000) $566 Shares 6,706 Est. Cost $61.04 Unrealized
DOW Dow Inc 0.0%
Value ($000) $560 Shares 9,671 Est. Cost $39.03 Unrealized +25.5%
MDLZ Mondelez International Inc Cla 0.0%
Value ($000) $559 Shares 7,992 Est. Cost $39.74 Unrealized +73.4%
CRM Salesforce Inc 0.0%
Value ($000) $536 Shares 1,780 Est. Cost $194.31 Unrealized +46.8%
MA Mastercard Inc Class A 0.0%
Value ($000) $523 Shares 1,086 Est. Cost $227.36 Unrealized +99.1%
WSO Watsco Inc 0.0%
Value ($000) $489 Shares 1,132 Est. Cost $167.99 Unrealized +139.1%
CL Colgate-Palmolive Company 0.0%
Value ($000) $473 Shares 5,252 Est. Cost $47.09 Unrealized +72.7%
CTVA Corteva Inc 0.0%
Value ($000) $454 Shares 7,881 Est. Cost $29.06 Unrealized +74.1%
ICLR ICON PLC 0.0%
Value ($000) $440 Shares 1,309 Est. Cost $208.74 Unrealized +41.2%
BX Blackstone Inc 0.0%
Value ($000) $438 Shares 3,335 Est. Cost $97.43 Unrealized +21.8%
BTU Peabody Energy Corp 0.0%
Value ($000) $437 Shares 18,000 Est. Cost $26.43 Unrealized -7.4%
MU Micron Technology Inc 0.0%
Value ($000) $435 Shares 3,690 Est. Cost $57.76 Unrealized +55.5%
ASML ASML Holding NV-NY Reg Shs 0.0%
Value ($000) $428 Shares 441 Est. Cost $193.22 Unrealized
LECO Lincoln Electric Holdings Inc 0.0%
Value ($000) $428 Shares 1,675 Est. Cost $119.50 Unrealized +97.7%
KMB Kimberly-Clark Corporation 0.0%
Value ($000) $426 Shares 3,295 Est. Cost $81.59 Unrealized +39.8%
GILD Gilead Sciences Inc 0.0%
Value ($000) $426 Shares 5,813 Est. Cost $67.25 Unrealized +7.1%
EL Estee Lauder Companies Inc Cla 0.0%
Value ($000) $423 Shares 2,746 Est. Cost $185.89 Unrealized -26.5%
Discover Financial Services 0.0%
Value ($000) $419 Shares 3,198 Est. Cost $41806.79 Unrealized
MSA MSA Safety Inc 0.0%
Value ($000) $415 Shares 2,143 Est. Cost $80.24 Unrealized +119.2%
AFL Aflac Inc 0.0%
Value ($000) $398 Shares 4,635 Est. Cost $54.39 Unrealized +44.8%
CIVB Civista Bancshares Inc 0.0%
Value ($000) $389 Shares 25,275 Est. Cost $15.79 Unrealized -5.8%
AMP Ameriprise Financial Inc 0.0%
Value ($000) $383 Shares 874 Est. Cost $208.66 Unrealized +87.3%
MS Morgan Stanley 0.0%
Value ($000) $382 Shares 4,062 Est. Cost $44.52 Unrealized +86.9%
MCHP Microchip Technology Inc 0.0%
Value ($000) $377 Shares 4,200 Est. Cost $59.48 Unrealized +37.7%
DD DuPont de Nemours Inc 0.0%
Value ($000) $371 Shares 4,836 Est. Cost $27.39 Unrealized +4.2%
GEHC GE Healthcare Technologies Inc 0.0%
Value ($000) $367 Shares 4,042 Est. Cost $71.08 Unrealized +16.7%
SJM Smucker (J M) Co (New) 0.0%
Value ($000) $367 Shares 2,914 Est. Cost $81.74 Unrealized +44.1%
BAX Baxter International Inc 0.0%
Value ($000) $366 Shares 8,560 Est. Cost $43.57 Unrealized -10.7%
TLTE FlexShares MS Emerging Mkts Fa 0.0%
Value ($000) $357 Shares 6,960 Est. Cost $54.34 Unrealized
AR Antero Resources Corporation 0.0%
Value ($000) $348 Shares 12,000 Est. Cost $34.55 Unrealized -30.1%
NOC Northrop Grumman Corporation 0.0%
Value ($000) $342 Shares 714 Est. Cost $452.04 Unrealized -1.4%
D Dominion Energy Inc 0.0%
Value ($000) $332 Shares 6,750 Est. Cost $38.38 Unrealized +11.1%
MDT Medtronic PLC 0.0%
Value ($000) $315 Shares 3,617 Est. Cost $59.45 Unrealized +35.7%
IRM Iron Mountain Inc (New) 0.0%
Value ($000) $313 Shares 3,905 Est. Cost $47.24 Unrealized +44.0%
HRB H&R Block Inc 0.0%
Value ($000) $312 Shares 6,357 Est. Cost $27.82 Unrealized +61.7%
AON Aon PLC Class A 0.0%
Value ($000) $297 Shares 889 Est. Cost $265.09 Unrealized +15.4%
EFX Equifax Inc 0.0%
Value ($000) $294 Shares 1,100 Est. Cost $191.11 Unrealized +31.4%
FERG1GBX Ferguson PLC 0.0%
Value ($000) $293 Shares 1,342 Est. Cost $157.31 Unrealized
DDS Dillards Inc Class A 0.0%
Value ($000) $292 Shares 620 Est. Cost $282.07 Unrealized +31.1%
TEAM Atlassian Corporation Class A 0.0%
Value ($000) $292 Shares 1,497 Est. Cost $162.96 Unrealized +33.8%
DIVO Amplify CWP Enhanced Dividend 0.0%
Value ($000) $290 Shares 7,463 Est. Cost $36.00 Unrealized
SNA Snap-on Incorporated 0.0%
Value ($000) $289 Shares 975 Est. Cost $174.59 Unrealized +54.6%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $288 Shares 1,595 Est. Cost $85.15 Unrealized +105.3%
BMO Bank of Montreal 0.0%
Value ($000) $287 Shares 2,935 Est. Cost $68.31 Unrealized +28.4%
SBUX Starbucks Corporation 0.0%
Value ($000) $282 Shares 3,082 Est. Cost $73.44 Unrealized +20.7%
KEY KeyCorp 0.0%
Value ($000) $280 Shares 17,738 Est. Cost $7.63 Unrealized +72.5%
ESGV Vanguard ESG US Stock ETF 0.0%
Value ($000) $280 Shares 3,005 Est. Cost $72.20 Unrealized
FMAO Farmers & Merchants Bancorp 0.0%
Value ($000) $276 Shares 12,360 Est. Cost $18.51 Unrealized +8.7%
PSX Phillips 66 0.0%
Value ($000) $275 Shares 1,685 Est. Cost $103.33 Unrealized +30.6%
WY Weyerhaeuser Company 0.0%
Value ($000) $275 Shares 7,647 Est. Cost $28.62 Unrealized +11.5%
RIO Rio Tinto PLC Sponsored ADR 0.0%
Value ($000) $270 Shares 4,229 Est. Cost $58.64 Unrealized
XLK Technology Select Sector SPDR 0.0%
Value ($000) $270 Shares 1,294 Est. Cost $173.07 Unrealized
TSLA Tesla Inc 0.0%
Value ($000) $269 Shares 1,533 Est. Cost $186.42 Unrealized +4.8%
WestRock Company 0.0%
Value ($000) $268 Shares 5,425 Est. Cost $41.52 Unrealized
XLI Industrial Select Sector SPDR 0.0%
Value ($000) $268 Shares 2,126 Est. Cost $106.45 Unrealized
WEC WEC Energy Group Inc 0.0%
Value ($000) $266 Shares 3,245 Est. Cost $84.10 Unrealized -10.5%
ACGL Arch Capital Group Ltd 0.0%
Value ($000) $262 Shares 2,833 Est. Cost $74.00 Unrealized +8.6%
MELI MercadoLibre Inc 0.0%
Value ($000) $259 Shares 171 Est. Cost $1417.24 Unrealized +15.5%
FBIN Fortune Brands Innovations Inc 0.0%
Value ($000) $257 Shares 3,035 Est. Cost $63.36 Unrealized +21.1%
ALLE Allegion PLC 0.0%
Value ($000) $249 Shares 1,850 Est. Cost $104.12 Unrealized +20.3%
IYH iShares U.S. Healthcare ETF 0.0%
Value ($000) $248 Shares 4,000 Est. Cost $19848.10 Unrealized
BSV Vanguard Short-Term Bond ETF 0.0%
Value ($000) $248 Shares 3,229 Est. Cost $75464.65 Unrealized
CME CME Group Inc 0.0%
Value ($000) $247 Shares 1,149 Est. Cost $142.82 Unrealized +38.1%
CHE Chemed Corporation 0.0%
Value ($000) $246 Shares 383 Est. Cost $481.46 Unrealized +25.2%
PFG Principal Financial Group Inc 0.0%
Value ($000) $240 Shares 2,780 Est. Cost $65.46 Unrealized +14.2%
DG Dollar General Corporation (Ne 0.0%
Value ($000) $237 Shares 1,521 Est. Cost $121.69 Unrealized +12.1%
OKE ONEOK Inc 0.0%
Value ($000) $237 Shares 2,957 Est. Cost $60.36 Unrealized +10.6%
UBS UBS Group AG 0.0%
Value ($000) $235 Shares 7,645 Est. Cost $26.76 Unrealized +10.4%
BR Broadridge Financial Solutions 0.0%
Value ($000) $232 Shares 1,132 Est. Cost $170.29 Unrealized +14.8%
IBN ICICI Bank Ltd Sponsored ADR 0.0%
Value ($000) $226 Shares 8,555 Est. Cost $21.58 Unrealized
STE Steris PLC (New) 0.0%
Value ($000) $225 Shares 1,003 Est. Cost $188.38 Unrealized +17.8%
WCN Waste Connections Inc 0.0%
Value ($000) $225 Shares 1,309 Est. Cost $158.95 Unrealized 0.0%
KWR Quaker Chemical Corp 0.0%
Value ($000) $224 Shares 1,092 Est. Cost $172.32 Unrealized +15.1%
IJR iShares Core S&P Small-Cap ETF 0.0%
Value ($000) $223 Shares 2,019 Est. Cost $108.25 Unrealized
ELV Elevance Health Inc 0.0%
Value ($000) $220 Shares 425 Est. Cost $132.24 Unrealized +264.4%
NU NU Holdings Ltd Class A 0.0%
Value ($000) $219 Shares 18,344 Est. Cost $10.21 Unrealized 0.0%
AMAT Applied Materials Inc 0.0%
Value ($000) $218 Shares 1,058 Est. Cost $180.39 Unrealized 0.0%
CMI Cummins Inc 0.0%
Value ($000) $215 Shares 730 Est. Cost $247.59 Unrealized 0.0%
GGG Graco Inc 0.0%
Value ($000) $210 Shares 2,250 Est. Cost $86.25 Unrealized 0.0%
PGR Progressive Corporation 0.0%
Value ($000) $207 Shares 1,001 Est. Cost $170.60 Unrealized 0.0%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $207 Shares 356 Est. Cost $557.71 Unrealized 0.0%
DEO Diageo PLC Sponsored ADR 0.0%
Value ($000) $205 Shares 1,380 Est. Cost $148.74 Unrealized
Veritex Holdings Inc 0.0%
Value ($000) $202 Shares 9,875 Est. Cost $17.95 Unrealized
TRI Thomson Reuters Corp New 0.0%
Value ($000) $202 Shares 1,295 Est. Cost $148.11 Unrealized 0.0%
AM Antero Midstream Corporation 0.0%
Value ($000) $197 Shares 14,000 Est. Cost $8.56 Unrealized +33.1%
BCS Barclays PLC Sponsored ADR 0.0%
Value ($000) $138 Shares 14,552 Est. Cost $8.06 Unrealized
VOD Vodafone Group PLC Sponsored A 0.0%
Value ($000) $136 Shares 15,251 Est. Cost $8.90 Unrealized
NOK Nokia Oyj Sponsored ADR 0.0%
Value ($000) $58 Shares 16,274 Est. Cost $4.83 Unrealized
ABEV Ambev SA Sponsored ADR 0.0%
Value ($000) $35 Shares 14,164 Est. Cost $2.72 Unrealized