Atlantic Union Bankshares Corp Diversified Active

CIK: 0000883948 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 24, 2024

Total Value ($000): $1,604,002 (100.0% shares, 0.0% debt)

Holdings (310)

IWR I SHARES TR RUSSEL MIDCAP INDEX FD 4.7%
Value ($000) $75,730 Shares 934,014 Est. Cost $61.35 Unrealized
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 4.6%
Value ($000) $73,919 Shares 344,578 Est. Cost $94.99 Unrealized
AAPL APPLE INC COM 4.6%
Value ($000) $73,789 Shares 350,341 Est. Cost $123.04 Unrealized +50.5%
MSFT MICROSOFT CORPORATION 3.9%
Value ($000) $63,109 Shares 141,200 Est. Cost $220.57 Unrealized +89.2%
ERIE ERIE INDTY CO CL A 3.3%
Value ($000) $53,110 Shares 146,552 Est. Cost $167.63 Unrealized +121.9%
NVDA NVIDIA CORPORATION 2.8%
Value ($000) $44,805 Shares 362,673 Est. Cost $97.61 Unrealized +3.5%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 2.3%
Value ($000) $36,906 Shares 651,131 Est. Cost $54.78 Unrealized
JPM J P MORGAN CHASE & CO 2.0%
Value ($000) $32,193 Shares 159,168 Est. Cost $109.74 Unrealized +72.4%
IBTO ISHARES IBONDS DEC 2033 1.7%
Value ($000) $26,701 Shares 1,112,658 Est. Cost $24.58 Unrealized
AVGO BROADCOM INC COM 1.6%
Value ($000) $25,884 Shares 16,122 Est. Cost $24.89 Unrealized +453.1%
AVSC AVANTIS U.S SMALL CAP EQUITY ETF 1.6%
Value ($000) $25,220 Shares 505,311 Est. Cost $51.67 Unrealized
AMZN AMAZON COM INC COM 1.4%
Value ($000) $22,984 Shares 118,933 Est. Cost $150.08 Unrealized +22.4%
GOOGL ALPHABET INC CAP STK CL A 1.4%
Value ($000) $21,824 Shares 119,812 Est. Cost $116.83 Unrealized +43.2%
META META PLATFORMS INC CL A 1.3%
Value ($000) $21,071 Shares 41,790 Est. Cost $388.88 Unrealized +24.3%
BSCW INVESCO BULLETSHS 2032 1.2%
Value ($000) $19,746 Shares 986,339 Est. Cost $20.31 Unrealized
BSCU INVESCO BULLETSHARES 2030 CORPORATE BOND ETF 1.2%
Value ($000) $19,516 Shares 1,200,323 Est. Cost $16.38 Unrealized
MRK MERCK & CO NEW 1.2%
Value ($000) $19,320 Shares 156,057 Est. Cost $82.73 Unrealized +47.1%
QCOM QUALCOMM INC 1.2%
Value ($000) $18,518 Shares 92,969 Est. Cost $77.34 Unrealized +135.8%
KLAC KLA CORP COM NEW 1.2%
Value ($000) $18,474 Shares 22,406 Est. Cost $165.98 Unrealized +338.9%
LOW LOWES COMPANY INC 1.1%
Value ($000) $17,860 Shares 81,014 Est. Cost $117.46 Unrealized +88.5%
ABBV ABBVIE INC COM 1.0%
Value ($000) $16,345 Shares 95,298 Est. Cost $122.37 Unrealized +28.4%
SPY SPDR S&P 500 ETF TR TR UNIT 1.0%
Value ($000) $15,775 Shares 28,986 Est. Cost $500.22 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.0%
Value ($000) $15,442 Shares 37,960 Est. Cost $353.07 Unrealized +15.7%
GOOG ALPHABET INC CAP STK CL C 1.0%
Value ($000) $15,341 Shares 83,637 Est. Cost $156.77 Unrealized +7.7%
AUB ATLANTIC UN BANKSHARES CORP COM 0.9%
Value ($000) $15,066 Shares 458,689 Est. Cost $27.56 Unrealized +9.7%
PEP PEPSICO INC COM 0.9%
Value ($000) $14,974 Shares 90,789 Est. Cost $108.71 Unrealized +49.3%
XOM EXXON MOBIL CORP COM 0.9%
Value ($000) $14,739 Shares 128,030 Est. Cost $81.56 Unrealized +35.0%
GLD SPDR GOLD SHARES 0.9%
Value ($000) $14,585 Shares 67,832 Est. Cost $162.32 Unrealized
CVX CHEVRON CORP NEW COM 0.9%
Value ($000) $13,968 Shares 89,299 Est. Cost $102.41 Unrealized +44.9%
BSCV INVESCO BULLETSHARES 2031 CORPORATE BOND ETF 0.8%
Value ($000) $13,489 Shares 845,718 Est. Cost $16.00 Unrealized
MA MASTERCARD INC 0.8%
Value ($000) $13,443 Shares 30,473 Est. Cost $421.41 Unrealized +7.2%
V VISA INC COM CL A 0.8%
Value ($000) $13,267 Shares 50,548 Est. Cost $229.88 Unrealized +17.8%
BSCT INVESCO BULLETSHARES 2029 CORPORATE BOND ETF 0.8%
Value ($000) $12,847 Shares 707,476 Est. Cost $18.10 Unrealized
CSCO CISCO SYS INC COM 0.7%
Value ($000) $11,969 Shares 251,930 Est. Cost $32.65 Unrealized +38.7%
TJX TJX COMPANIES INC 0.7%
Value ($000) $11,775 Shares 106,946 Est. Cost $91.35 Unrealized +8.0%
JNJ JOHNSON & JOHNSON COM 0.7%
Value ($000) $11,249 Shares 76,963 Est. Cost $104.74 Unrealized +35.0%
BAC BANK AMERICA CORP COM 0.7%
Value ($000) $10,886 Shares 273,715 Est. Cost $28.95 Unrealized +27.2%
LLY ELI LILLY & CO 0.7%
Value ($000) $10,693 Shares 11,810 Est. Cost $207.16 Unrealized +281.8%
PG PROCTER & GAMBLE CO COM 0.7%
Value ($000) $10,574 Shares 64,114 Est. Cost $130.11 Unrealized +20.8%
ADBE ADOBE INC COM 0.7%
Value ($000) $10,457 Shares 18,823 Est. Cost $514.10 Unrealized -5.8%
BKNG BOOKING HOLDINGS INC COM 0.7%
Value ($000) $10,443 Shares 2,636 Est. Cost $3081.61 Unrealized +18.6%
ABT ABBOTT LABS COM 0.6%
Value ($000) $10,402 Shares 100,109 Est. Cost $70.17 Unrealized +46.7%
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.6%
Value ($000) $9,915 Shares 515,905 Est. Cost $19.13 Unrealized
IBTE ISHARES IBONDS DEC 2024 0.6%
Value ($000) $9,894 Shares 412,620 Est. Cost $23.96 Unrealized
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.6%
Value ($000) $9,851 Shares 481,702 Est. Cost $20.32 Unrealized
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.6%
Value ($000) $9,675 Shares 504,563 Est. Cost $19.05 Unrealized
ETN EATON CORP PLC SHS 0.6%
Value ($000) $9,336 Shares 29,776 Est. Cost $113.99 Unrealized +178.4%
UNH UNITEDHEALTH GROUP INC COM 0.6%
Value ($000) $9,111 Shares 17,891 Est. Cost $239.27 Unrealized +97.7%
WFC WELLS FARGO & CO NEW 0.6%
Value ($000) $8,982 Shares 151,250 Est. Cost $46.42 Unrealized +22.5%
HON HONEYWELL INTL INC COM 0.5%
Value ($000) $8,772 Shares 41,080 Est. Cost $161.86 Unrealized +13.5%
RTX RTX CORPORATION (FORMERLY RAYTHEON TECH) 0.5%
Value ($000) $8,659 Shares 86,253 Est. Cost $81.50 Unrealized +22.9%
DHI D R HORTON INC COM 0.5%
Value ($000) $8,458 Shares 60,014 Est. Cost $96.95 Unrealized +49.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.5%
Value ($000) $8,242 Shares 27,165 Est. Cost $185.37 Unrealized +61.5%
HD HOME DEPOT INC COM 0.5%
Value ($000) $8,082 Shares 23,477 Est. Cost $186.27 Unrealized +75.8%
PM PHILLIP MORRIS INTL INC 0.5%
Value ($000) $8,055 Shares 79,488 Est. Cost $60.83 Unrealized +50.1%
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value ($000) $7,973 Shares 14,418 Est. Cost $488.07 Unrealized +16.7%
MCD MCDONALDS CORP COM 0.5%
Value ($000) $7,633 Shares 29,952 Est. Cost $160.41 Unrealized +59.0%
COST COSTCO WHSL CORP NEW COM 0.5%
Value ($000) $7,533 Shares 8,862 Est. Cost $439.09 Unrealized +76.2%
ORCL ORACLE CORP COM 0.5%
Value ($000) $7,480 Shares 52,976 Est. Cost $51.07 Unrealized +139.5%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $7,468 Shares 105,471 Est. Cost $64.11 Unrealized +5.5%
GILD GILEAD SCIENCES INC COM 0.5%
Value ($000) $7,436 Shares 108,376 Est. Cost $70.14 Unrealized -10.0%
AXP AMERICAN EXPRESS CO COM 0.4%
Value ($000) $7,026 Shares 30,342 Est. Cost $74.53 Unrealized +205.0%
PH PARKER-HANNIFIN CORP COM 0.4%
Value ($000) $6,872 Shares 13,587 Est. Cost $120.48 Unrealized +337.9%
PSX PHILLIPS 66 COM 0.4%
Value ($000) $6,297 Shares 44,605 Est. Cost $58.61 Unrealized +138.2%
NXPI NXP SEMICONDUCTORS 0.4%
Value ($000) $5,967 Shares 22,177 Est. Cost $250.12 Unrealized 0.0%
EFA ISHARES MSCI EAFE ETF 0.4%
Value ($000) $5,947 Shares 75,922 Est. Cost $76.63 Unrealized
IVV I SHARES TR S & P 500 INDEX FUND 0.4%
Value ($000) $5,887 Shares 10,758 Est. Cost $381.19 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.4%
Value ($000) $5,867 Shares 24,761 Est. Cost $197.16 Unrealized +20.1%
LIN LINDE PLC SHS 0.4%
Value ($000) $5,710 Shares 13,014 Est. Cost $402.44 Unrealized +7.0%
CRM SALESFORCE INC (FORMERLY SALESFORCE.COM INC 0.4%
Value ($000) $5,674 Shares 22,071 Est. Cost $254.96 Unrealized +3.8%
AJG GALLAGHER ARTHUR J & CO COM 0.3%
Value ($000) $5,602 Shares 21,602 Est. Cost $56.81 Unrealized +330.4%
COP CONOCOPHILLIPS COM 0.3%
Value ($000) $5,515 Shares 48,216 Est. Cost $105.59 Unrealized +9.3%
PANW PALO ALTO NETWORKS INC COM 0.3%
Value ($000) $5,504 Shares 16,235 Est. Cost $68.31 Unrealized +119.0%
NUE NUCOR 0.3%
Value ($000) $5,464 Shares 34,566 Est. Cost $153.38 Unrealized +10.2%
GRMN GARMIN LTD SHS 0.3%
Value ($000) $5,462 Shares 33,523 Est. Cost $145.66 Unrealized +5.2%
ADI ANALOG DEVICES INC 0.3%
Value ($000) $5,353 Shares 23,451 Est. Cost $207.63 Unrealized 0.0%
CVS CVS HEALTH CORP COM 0.3%
Value ($000) $5,243 Shares 88,774 Est. Cost $59.22 Unrealized -1.2%
DOW DOW INC COM 0.3%
Value ($000) $5,161 Shares 97,291 Est. Cost $45.73 Unrealized +12.0%
ROP ROPER INDS INC NEW 0.3%
Value ($000) $5,128 Shares 9,098 Est. Cost $533.24 Unrealized 0.0%
AME AMETEK INC NEW COM 0.3%
Value ($000) $5,028 Shares 30,163 Est. Cost $170.82 Unrealized 0.0%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.3%
Value ($000) $4,996 Shares 64,248 Est. Cost $65.76 Unrealized
CSX CSX CORP COM 0.3%
Value ($000) $4,932 Shares 147,449 Est. Cost $30.36 Unrealized +9.1%
MDLZ MONDELEZ INTERNATIONAL INC. 0.3%
Value ($000) $4,819 Shares 73,643 Est. Cost $48.08 Unrealized +35.5%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $4,792 Shares 116,203 Est. Cost $35.08 Unrealized +4.0%
UNP UNION PACIFIC CORP 0.3%
Value ($000) $4,785 Shares 21,150 Est. Cost $194.85 Unrealized +15.7%
MPC MARATHON PETE CORP 0.3%
Value ($000) $4,620 Shares 26,634 Est. Cost $118.33 Unrealized +51.8%
ASML ASML HOLDING NV 0.3%
Value ($000) $4,559 Shares 4,458 Est. Cost $1022.70 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.3%
Value ($000) $4,454 Shares 9,847 Est. Cost $175.19 Unrealized +141.9%
STLD STEEL DYNAMICS INC COM 0.3%
Value ($000) $4,403 Shares 34,000 Est. Cost $97.72 Unrealized +33.2%
CDNS CADENCE DESIGN SYSTEM INC COM 0.3%
Value ($000) $4,340 Shares 14,103 Est. Cost $254.26 Unrealized +16.4%
LEN LENNAR CORP 0.3%
Value ($000) $4,260 Shares 28,427 Est. Cost $121.84 Unrealized +21.9%
DE DEERE & CO COM 0.3%
Value ($000) $4,105 Shares 10,986 Est. Cost $360.39 Unrealized +5.6%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $3,977 Shares 8,916 Est. Cost $423.77 Unrealized 0.0%
ELV ELEVANCE HEALTH INC COM 0.2%
Value ($000) $3,930 Shares 7,253 Est. Cost $487.77 Unrealized +5.3%
AMP AMERIPRISE FINL INC COM 0.2%
Value ($000) $3,867 Shares 9,053 Est. Cost $336.74 Unrealized +24.3%
KO COCA COLA CO COM 0.2%
Value ($000) $3,837 Shares 60,281 Est. Cost $46.69 Unrealized +26.1%
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $3,801 Shares 83,456 Est. Cost $35.18 Unrealized +11.2%
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $3,784 Shares 19,452 Est. Cost $133.11 Unrealized +32.3%
BN BROOKFIELD CORP NVP 0.2%
Value ($000) $3,744 Shares 90,140 Est. Cost $26.61 Unrealized +3.6%
ADSK AUTODESK INC COM 0.2%
Value ($000) $3,567 Shares 14,414 Est. Cost $216.45 Unrealized +3.8%
WMT WAL-MART STORES 0.2%
Value ($000) $3,512 Shares 51,868 Est. Cost $53.92 Unrealized +14.9%
OTIS OTIS WORLDWIDE CORP 0.2%
Value ($000) $3,501 Shares 36,372 Est. Cost $83.50 Unrealized +12.2%
SBUX STARBUCKS CORPORATION 0.2%
Value ($000) $3,468 Shares 44,550 Est. Cost $59.41 Unrealized +31.4%
AZO AUTOZONE INC COM 0.2%
Value ($000) $3,459 Shares 1,167 Est. Cost $2676.23 Unrealized +9.4%
DUK DUKE ENERGY CORP NEW COM NEW 0.2%
Value ($000) $3,420 Shares 34,123 Est. Cost $76.36 Unrealized +23.4%
VRTX VERTEX PHARMACEUTICAL INC 0.2%
Value ($000) $3,388 Shares 7,229 Est. Cost $365.58 Unrealized +18.7%
INVESCO BULLETSHARES 2025 MUNICIPAL BOND ETF 0.2%
Value ($000) $3,255 Shares 134,019 Est. Cost $24.32 Unrealized
PNC PNC BANK CORP 0.2%
Value ($000) $3,225 Shares 20,743 Est. Cost $128.14 Unrealized +14.4%
STZ CONSTELLATION BRANDS CLASS A 0.2%
Value ($000) $3,208 Shares 12,468 Est. Cost $248.34 Unrealized 0.0%
BSMR INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF 0.2%
Value ($000) $3,172 Shares 135,107 Est. Cost $23.53 Unrealized
INTC INTEL CORP COM 0.2%
Value ($000) $3,161 Shares 102,094 Est. Cost $32.49 Unrealized +0.0%
MARKEL GROUP INC FORMERLY MARKEL CO 0.2%
Value ($000) $3,132 Shares 1,988 Est. Cost $1575.60 Unrealized
AFL AFLAC INC COM 0.2%
Value ($000) $3,128 Shares 35,029 Est. Cost $61.31 Unrealized +35.5%
EOG EOG RES INC COM 0.2%
Value ($000) $3,115 Shares 24,746 Est. Cost $116.53 Unrealized +4.8%
UPS UNITED PARCEL SERVICE CLASS B 0.2%
Value ($000) $3,114 Shares 22,758 Est. Cost $93.13 Unrealized +39.6%
DISCOVER FINL SVCS COM 0.2%
Value ($000) $3,107 Shares 23,749 Est. Cost $116.82 Unrealized
VLO VALERO ENERGY 0.2%
Value ($000) $3,024 Shares 19,293 Est. Cost $134.36 Unrealized +14.2%
FTNT FORTINET INC COM 0.2%
Value ($000) $2,911 Shares 48,305 Est. Cost $64.11 Unrealized -3.0%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $2,866 Shares 6,574 Est. Cost $412.24 Unrealized +7.7%
CAT CATERPILLAR INC COM 0.2%
Value ($000) $2,842 Shares 8,533 Est. Cost $129.77 Unrealized +161.0%
BSMW INVESCO BULLETSHARES 2032 MUNICIPAL BOND ETF 0.2%
Value ($000) $2,820 Shares 111,863 Est. Cost $25.18 Unrealized
XYL XYLEM INC 0.2%
Value ($000) $2,801 Shares 20,655 Est. Cost $133.48 Unrealized 0.0%
BDX BECTON DICKINSON & CO COM 0.2%
Value ($000) $2,789 Shares 11,934 Est. Cost $189.44 Unrealized +20.3%
ODFL OLD DOMINION FREIGHT LINES 0.2%
Value ($000) $2,718 Shares 15,389 Est. Cost $190.11 Unrealized -1.9%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.2%
Value ($000) $2,703 Shares 53,547 Est. Cost $50.41 Unrealized
TSLA TESLA INC COM 0.2%
Value ($000) $2,701 Shares 13,649 Est. Cost $193.22 Unrealized -9.5%
MTD METTLER-TOLEDO INTL 0.2%
Value ($000) $2,556 Shares 1,829 Est. Cost $1340.46 Unrealized +2.0%
NKE NIKE INC CL B 0.2%
Value ($000) $2,513 Shares 33,337 Est. Cost $87.23 Unrealized +2.8%
EBAY EBAY INC. COM 0.2%
Value ($000) $2,490 Shares 46,343 Est. Cost $44.41 Unrealized +14.2%
WDAY WORKDAY INC 0.2%
Value ($000) $2,462 Shares 11,011 Est. Cost $232.63 Unrealized +3.5%
PFE PFIZER INC COM 0.2%
Value ($000) $2,410 Shares 86,148 Est. Cost $27.75 Unrealized -10.7%
VRSK VERISK ANALYTICS INC 0.2%
Value ($000) $2,407 Shares 8,929 Est. Cost $235.79 Unrealized +2.7%
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.1%
Value ($000) $2,240 Shares 53,177 Est. Cost $41.45 Unrealized
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $2,212 Shares 8,854 Est. Cost $93.41 Unrealized +167.9%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $2,171 Shares 10,111 Est. Cost $173.54 Unrealized +29.2%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $2,169 Shares 2,064 Est. Cost $833.26 Unrealized +15.7%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $2,138 Shares 27,166 Est. Cost $78.14 Unrealized -0.1%
BLACKROCK INC COM 0.1%
Value ($000) $2,132 Shares 2,708 Est. Cost $652.64 Unrealized
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $2,113 Shares 8,952 Est. Cost $157.04 Unrealized +34.6%
GPC GENUINE PARTS CO COM 0.1%
Value ($000) $2,111 Shares 15,264 Est. Cost $69.42 Unrealized +104.0%
GDX VANECK GOLD MINERS ETF 0.1%
Value ($000) $2,100 Shares 61,899 Est. Cost $35.12 Unrealized
CSGP COSTAR GROUP INC COM 0.1%
Value ($000) $2,083 Shares 28,098 Est. Cost $79.99 Unrealized +5.9%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $2,039 Shares 7,902 Est. Cost $194.88 Unrealized +24.4%
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $1,999 Shares 8,903 Est. Cost $185.68 Unrealized +12.7%
TFC TRUIST FINANCIAL CORPORATION 0.1%
Value ($000) $1,999 Shares 51,455 Est. Cost $37.71 Unrealized -7.3%
ARCC ARES CAPITAL CORP COM 0.1%
Value ($000) $1,991 Shares 95,522 Est. Cost $9.79 Unrealized +82.9%
DIS DISNEY WALT CO COM 0.1%
Value ($000) $1,985 Shares 19,991 Est. Cost $116.70 Unrealized -9.6%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $1,969 Shares 17,872 Est. Cost $77.97 Unrealized +37.8%
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $1,968 Shares 14,881 Est. Cost $134.54 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.1%
Value ($000) $1,932 Shares 21,117 Est. Cost $56.45 Unrealized +54.8%
HIG HARTFORD FINL SVCS GROUP INC COM 0.1%
Value ($000) $1,910 Shares 19,000 Est. Cost $45.92 Unrealized +112.5%
NVS NOVARTIS AG SPONSORED ADR 0.1%
Value ($000) $1,904 Shares 17,881 Est. Cost $85.01 Unrealized
C CITIGROUP INC COM NEW 0.1%
Value ($000) $1,902 Shares 29,968 Est. Cost $47.99 Unrealized +22.3%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $1,863 Shares 9,163 Est. Cost $144.00 Unrealized +45.1%
BSMO INVESCO BULLETSHARES 2024 MUNICIPAL BOND ETF 0.1%
Value ($000) $1,840 Shares 74,114 Est. Cost $24.79 Unrealized
BSMQ INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETF 0.1%
Value ($000) $1,792 Shares 76,266 Est. Cost $23.52 Unrealized
CP CANADIAN PACIFIC KANSAS CITY COM 0.1%
Value ($000) $1,791 Shares 22,744 Est. Cost $77.51 Unrealized +3.8%
BSMU INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF 0.1%
Value ($000) $1,787 Shares 82,088 Est. Cost $21.88 Unrealized
TE CONNECTIVITY LTD SHS 0.1%
Value ($000) $1,780 Shares 11,836 Est. Cost $135.50 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.1%
Value ($000) $1,761 Shares 13,970 Est. Cost $127.19 Unrealized
BSMT INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF 0.1%
Value ($000) $1,760 Shares 76,797 Est. Cost $22.99 Unrealized
CHE CHEMED CORPORATON 0.1%
Value ($000) $1,755 Shares 3,234 Est. Cost $568.90 Unrealized 0.0%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $1,743 Shares 18,582 Est. Cost $113.22 Unrealized
VRSN VERISIGN INC 0.1%
Value ($000) $1,739 Shares 9,783 Est. Cost $201.82 Unrealized -12.5%
ORI OLD REP INTL CORP COM 0.1%
Value ($000) $1,698 Shares 54,960 Est. Cost $12.59 Unrealized +106.5%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $1,636 Shares 6,856 Est. Cost $130.50 Unrealized +81.3%
DLR DIGITAL RLTY TR INC COM 0.1%
Value ($000) $1,629 Shares 10,712 Est. Cost $103.81 Unrealized +31.4%
HPQ HP INC COM 0.1%
Value ($000) $1,578 Shares 45,073 Est. Cost $16.14 Unrealized +84.1%
ROYCE SMALL CAP TRUST INC COM 0.1%
Value ($000) $1,486 Shares 102,707 Est. Cost $17.52 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.1%
Value ($000) $1,455 Shares 9,669 Est. Cost $138.32 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $1,428 Shares 8,258 Est. Cost $101.46 Unrealized +63.5%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.1%
Value ($000) $1,357 Shares 12,299 Est. Cost $119.63 Unrealized
ZTS ZOETIS INC CL A 0.1%
Value ($000) $1,346 Shares 7,766 Est. Cost $102.00 Unrealized +60.1%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $1,341 Shares 32,290 Est. Cost $37.10 Unrealized +10.6%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $1,337 Shares 2,673 Est. Cost $457.94 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $1,317 Shares 13,567 Est. Cost $78.71 Unrealized +13.1%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.1%
Value ($000) $1,274 Shares 21,731 Est. Cost $47.26 Unrealized
GAIN GLADSTONE INVT CORP COM 0.1%
Value ($000) $1,252 Shares 89,545 Est. Cost $5.78 Unrealized +97.3%
AMGN AMGEN INC COM 0.1%
Value ($000) $1,224 Shares 3,916 Est. Cost $214.28 Unrealized +30.3%
D DOMINION ENERGY INC COM 0.1%
Value ($000) $1,213 Shares 24,764 Est. Cost $50.56 Unrealized -6.8%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $1,207 Shares 4,513 Est. Cost $206.86 Unrealized
VO VANGUARD MID CAP ETF 0.1%
Value ($000) $1,174 Shares 4,851 Est. Cost $194.52 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $1,164 Shares 29,728 Est. Cost $40.79 Unrealized -9.0%
COHEN & STEERS REIT & PFD & IN COM 0.1%
Value ($000) $1,162 Shares 57,034 Est. Cost $23.75 Unrealized
UDR UDR INC COM 0.1%
Value ($000) $1,146 Shares 27,848 Est. Cost $35.31 Unrealized +2.3%
DFUS DIMENSIONAL U.S. EQUITY ETF 0.1%
Value ($000) $1,139 Shares 19,356 Est. Cost $51.83 Unrealized
IRT INDEPENDENCE RLTY TR INC COM 0.1%
Value ($000) $1,127 Shares 60,125 Est. Cost $11.57 Unrealized
ABNB AIRBNB INC COM CL A 0.1%
Value ($000) $1,124 Shares 7,410 Est. Cost $117.60 Unrealized +29.9%
T AT&T INC COM 0.1%
Value ($000) $1,094 Shares 57,274 Est. Cost $15.31 Unrealized +5.6%
HSY HERSHEY CO COM 0.1%
Value ($000) $1,088 Shares 5,918 Est. Cost $233.00 Unrealized -21.1%
EL LAUDER ESTEE COS INC CL A 0.1%
Value ($000) $1,060 Shares 9,962 Est. Cost $156.93 Unrealized -19.2%
IJR ISHARES CORE S&P SMALLCAP 0.1%
Value ($000) $1,044 Shares 9,790 Est. Cost $97.28 Unrealized
BITO PROSHARES BITCOIN STRATEGY ETF 0.1%
Value ($000) $1,026 Shares 45,586 Est. Cost $23.36 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1,014 Shares 2,170 Est. Cost $404.96 Unrealized +9.0%
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $1,004 Shares 7,266 Est. Cost $96.85 Unrealized +29.4%
ISRG INTUITIVE SURGICAL INC. 0.1%
Value ($000) $1,000 Shares 2,247 Est. Cost $398.28 Unrealized 0.0%
SYK STRYKER CORPORATION COM 0.1%
Value ($000) $928 Shares 2,727 Est. Cost $182.37 Unrealized +82.8%
QQQ INVESCO QQQ TRUST SERIES I 0.1%
Value ($000) $917 Shares 1,913 Est. Cost $310.82 Unrealized
GM GENERAL MTRS CO COM 0.1%
Value ($000) $878 Shares 18,900 Est. Cost $35.25 Unrealized +25.9%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $856 Shares 4,909 Est. Cost $153.58 Unrealized
MAS MASCO CORP COM 0.1%
Value ($000) $853 Shares 12,796 Est. Cost $35.00 Unrealized +95.8%
MRSH MARSH & MCLENNAN COS INC COM 0.1%
Value ($000) $849 Shares 4,028 Est. Cost $87.21 Unrealized +129.5%
CB CHUBB LIMITED COM 0.1%
Value ($000) $839 Shares 3,291 Est. Cost $227.27 Unrealized +11.2%
WELL WELLTOWER INC COM 0.1%
Value ($000) $834 Shares 8,000 Est. Cost $62.42 Unrealized +52.3%
MNST MONSTER BEVERAGE CORP NEW COM 0.1%
Value ($000) $827 Shares 16,548 Est. Cost $41.91 Unrealized +26.5%
BROOKFIELD ASSET MGMT LTD CLASS A VOTING SHA 0.1%
Value ($000) $813 Shares 21,386 Est. Cost $38.04 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $797 Shares 2,130 Est. Cost $205.69 Unrealized
ARISTA NETWORKS INC 0.0%
Value ($000) $773 Shares 2,205 Est. Cost $350.47 Unrealized
ACA ARCOSA INC COM 0.0%
Value ($000) $770 Shares 9,236 Est. Cost $35.11 Unrealized +136.4%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $763 Shares 22,590 Est. Cost $26.55 Unrealized +33.0%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $755 Shares 8,421 Est. Cost $23.21 Unrealized +230.3%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $729 Shares 7,458 Est. Cost $89.58 Unrealized +0.2%
MET METLIFE INC COM 0.0%
Value ($000) $680 Shares 9,684 Est. Cost $37.74 Unrealized +80.6%
ENB ENBRIDGE INC NPV 0.0%
Value ($000) $664 Shares 18,645 Est. Cost $32.36 Unrealized 0.0%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $663 Shares 4,155 Est. Cost $84.27 Unrealized +91.6%
GIS GENERAL MILLS INC 0.0%
Value ($000) $659 Shares 10,410 Est. Cost $64.44 Unrealized 0.0%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $646 Shares 7,251 Est. Cost $77.81 Unrealized +14.0%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $644 Shares 10,062 Est. Cost $38.42 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $643 Shares 4,007 Est. Cost $118.60 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $639 Shares 2,368 Est. Cost $52.31 Unrealized 0.0%
SO SOUTHERN CO COM 0.0%
Value ($000) $639 Shares 8,234 Est. Cost $38.64 Unrealized +85.8%
IEFA ISHARES TR CORE MSCI EAFE 0.0%
Value ($000) $617 Shares 8,501 Est. Cost $66.42 Unrealized
BX BLACKSTONE INC COM 0.0%
Value ($000) $616 Shares 4,972 Est. Cost $46.34 Unrealized +154.3%
CMI CUMMINS INC COM 0.0%
Value ($000) $606 Shares 2,189 Est. Cost $138.07 Unrealized +100.0%
MUB ISHARES NATIONAL MUNI BD 0.0%
Value ($000) $601 Shares 5,639 Est. Cost $106.55 Unrealized
GVI ISHARES INTERMED GOVT/CREDITBOND 0.0%
Value ($000) $596 Shares 5,745 Est. Cost $103.73 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $590 Shares 2,607 Est. Cost $173.60 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $587 Shares 2,557 Est. Cost $220.20 Unrealized
FRST PRIMIS FINANCIAL CORP COM 0.0%
Value ($000) $581 Shares 55,473 Est. Cost $11.57 Unrealized -15.3%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $570 Shares 4,805 Est. Cost $116.34 Unrealized 0.0%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $549 Shares 5,930 Est. Cost $70.48 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $542 Shares 3,957 Est. Cost $83.97 Unrealized +56.9%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $541 Shares 17,152 Est. Cost $34.32 Unrealized
TRN TRINITY INDS INC COM 0.0%
Value ($000) $536 Shares 17,926 Est. Cost $16.45 Unrealized +64.9%
NUVEEN VIRGINIA PREMIUM INCOME MUN FUND 0.0%
Value ($000) $529 Shares 46,002 Est. Cost $11.50 Unrealized
AEP AMERICAN ELECTRIC POWER CO 0.0%
Value ($000) $507 Shares 5,784 Est. Cost $82.62 Unrealized 0.0%
FTEC FIDELITY MSCI INFO TECH 0.0%
Value ($000) $492 Shares 2,868 Est. Cost $171.52 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $489 Shares 3,305 Est. Cost $134.72 Unrealized +9.8%
VABK VIRGINIA NATL BANKSHARES CORP COM 0.0%
Value ($000) $489 Shares 14,902 Est. Cost $32.45 Unrealized -10.2%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value ($000) $488 Shares 3,830 Est. Cost $127.48 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $469 Shares 4,587 Est. Cost $91.40 Unrealized +3.1%
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $467 Shares 2,220 Est. Cost $290.43 Unrealized -28.9%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $463 Shares 7,727 Est. Cost $40.73 Unrealized +36.8%
IUSB ETF ISHARES TTL CORE US BND 0.0%
Value ($000) $462 Shares 10,210 Est. Cost $45.22 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $460 Shares 2,801 Est. Cost $134.48 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $438 Shares 7,611 Est. Cost $35.62 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $438 Shares 3,162 Est. Cost $96.49 Unrealized +42.2%
HBAN HUNTINGTON BANKSHARES INC 0.0%
Value ($000) $411 Shares 31,199 Est. Cost $12.55 Unrealized 0.0%
OSK OSHKOSH CORP COM 0.0%
Value ($000) $411 Shares 3,800 Est. Cost $70.02 Unrealized +60.1%
FNB F N B CORP COM 0.0%
Value ($000) $408 Shares 29,800 Est. Cost $10.53 Unrealized +21.4%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $407 Shares 5,637 Est. Cost $54.91 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $403 Shares 1,985 Est. Cost $165.54 Unrealized
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.0%
Value ($000) $386 Shares 18,327 Est. Cost $20.77 Unrealized
SHY ISHARES 1-3 YR TREASURY BOND 0.0%
Value ($000) $384 Shares 4,705 Est. Cost $81.65 Unrealized
ABRDN LIFE SCIENCES INVESTORS SH BEN INT 0.0%
Value ($000) $384 Shares 27,103 Est. Cost $19.31 Unrealized
ADC AGREE RLTY CORP COM 0.0%
Value ($000) $382 Shares 6,160 Est. Cost $64.02 Unrealized
XXINSIXX INSIGHT SELECT INCOME FD COM 0.0%
Value ($000) $379 Shares 23,201 Est. Cost $20.34 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $375 Shares 4,892 Est. Cost $68.67 Unrealized
BLACKROCK TAX MUNICPAL BD TR SHS 0.0%
Value ($000) $367 Shares 22,424 Est. Cost $24.95 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $361 Shares 9,299 Est. Cost $19.18 Unrealized +75.6%
AZN ASTRAZENECA PLC NPV ADR 0.0%
Value ($000) $360 Shares 4,616 Est. Cost $77.98 Unrealized
IEF ISHARES 7-10 YEAR TRES ETF 0.0%
Value ($000) $352 Shares 3,757 Est. Cost $93.65 Unrealized
J JACOBS SOLUTIONS INC COM 0.0%
Value ($000) $346 Shares 2,475 Est. Cost $104.20 Unrealized +10.9%
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 0.0%
Value ($000) $335 Shares 16,799 Est. Cost $20.07 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $335 Shares 7,091 Est. Cost $33.43 Unrealized +37.5%
CME CME GROUP INC 0.0%
Value ($000) $326 Shares 1,659 Est. Cost $194.99 Unrealized 0.0%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $318 Shares 16,216 Est. Cost $16.13 Unrealized +7.1%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $317 Shares 1,094 Est. Cost $143.39 Unrealized +98.1%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $316 Shares 5,754 Est. Cost $61.87 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $312 Shares 7,593 Est. Cost $24.24 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $301 Shares 1,653 Est. Cost $161.19 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $301 Shares 8,330 Est. Cost $42.61 Unrealized
MS MORGAN STANLEY DEAN WITTER DISCOVER & CO 0.0%
Value ($000) $290 Shares 2,984 Est. Cost $90.80 Unrealized 0.0%
DFLV DIMENSIONAL US LARGE CAP VALUE ETF 0.0%
Value ($000) $284 Shares 9,834 Est. Cost $28.91 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $278 Shares 5,542 Est. Cost $50.11 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $272 Shares 1,399 Est. Cost $188.46 Unrealized -6.5%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $267 Shares 253 Est. Cost $60.36 Unrealized +14.5%
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $264 Shares 1,298 Est. Cost $199.50 Unrealized 0.0%
BROOKFIELD RENEWABLE CORP 0.0%
Value ($000) $263 Shares 9,260 Est. Cost $28.38 Unrealized
DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF 0.0%
Value ($000) $259 Shares 9,862 Est. Cost $26.29 Unrealized
USB US BANCORP 0.0%
Value ($000) $256 Shares 6,443 Est. Cost $37.76 Unrealized 0.0%
KELLANOVA COM 0.0%
Value ($000) $255 Shares 4,425 Est. Cost $41.80 Unrealized +34.4%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $251 Shares 2,806 Est. Cost $40.91 Unrealized +114.5%
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $251 Shares 1,577 Est. Cost $119.70 Unrealized +32.0%
BLACKROCK CORE BD TR SHS BEN INT 0.0%
Value ($000) $248 Shares 23,256 Est. Cost $13.29 Unrealized
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $248 Shares 937 Est. Cost $223.39 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $245 Shares 745 Est. Cost $267.07 Unrealized +17.5%
MSCI MSCI INC COM 0.0%
Value ($000) $244 Shares 506 Est. Cost $484.30 Unrealized +0.4%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $237 Shares 3,758 Est. Cost $42.52 Unrealized +41.6%
SANDY SPRING BANCORP INC COM 0.0%
Value ($000) $232 Shares 9,507 Est. Cost $23.18 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $230 Shares 2,981 Est. Cost $77.28 Unrealized
PLD PROLOGIS INC 0.0%
Value ($000) $230 Shares 2,048 Est. Cost $104.48 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $227 Shares 762 Est. Cost $264.03 Unrealized +15.6%
KMX CARMAX INC COM 0.0%
Value ($000) $227 Shares 3,096 Est. Cost $66.93 Unrealized +7.7%
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 0.0%
Value ($000) $227 Shares 4,471 Est. Cost $51.05 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND 0.0%
Value ($000) $227 Shares 1,964 Est. Cost $115.46 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $223 Shares 750 Est. Cost $288.03 Unrealized
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $223 Shares 892 Est. Cost $218.15 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $222 Shares 3,253 Est. Cost $62.62 Unrealized
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $214 Shares 2,186 Est. Cost $81.45 Unrealized +13.8%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $214 Shares 1,800 Est. Cost $115.30 Unrealized
IT GARTNER INC. 0.0%
Value ($000) $214 Shares 476 Est. Cost $444.91 Unrealized 0.0%
BA BOEING CO COM 0.0%
Value ($000) $213 Shares 1,171 Est. Cost $215.49 Unrealized -17.3%
SYY SYSCO CORPORATION 0.0%
Value ($000) $212 Shares 2,977 Est. Cost $71.17 Unrealized 0.0%
ABRDN HEALTHCARE INVESTORS SH BEN INT 0.0%
Value ($000) $206 Shares 11,803 Est. Cost $24.55 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $204 Shares 3,802 Est. Cost $50.60 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $203 Shares 301 Est. Cost $62.46 Unrealized 0.0%
FISV FISERV INC COM 0.0%
Value ($000) $201 Shares 1,350 Est. Cost $145.64 Unrealized +3.9%
HOFT HOOKER FURNITURE CORP 0.0%
Value ($000) $198 Shares 13,640 Est. Cost $17.52 Unrealized 0.0%
MORGAN STANLEY EMERGING MKTS COM 0.0%
Value ($000) $49 Shares 10,700 Est. Cost $6.03 Unrealized