Atlantic Union Bankshares Corp Diversified Active

CIK: 0000883948 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 14, 2024

Total Value ($000): $1,721,218 (100.0% shares, 0.0% debt)

Holdings (320)

IWY ISHARES RUSSELL TOP 200 GROWTH ETF 6.3%
Value ($000) $109,162 Shares 496,078 Est. Cost $133.19 Unrealized
AAPL APPLE INC COM 4.7%
Value ($000) $80,700 Shares 346,350 Est. Cost $123.04 Unrealized +80.4%
IWR I SHARES TR RUSSEL MIDCAP INDEX FD 3.8%
Value ($000) $65,342 Shares 741,344 Est. Cost $61.35 Unrealized
ERIE ERIE INDTY CO CL A 3.5%
Value ($000) $60,663 Shares 112,377 Est. Cost $167.63 Unrealized +166.8%
MSFT MICROSOFT CORP COM 3.4%
Value ($000) $59,282 Shares 137,771 Est. Cost $220.57 Unrealized +91.8%
NVDA NVIDIA CORPORATION 2.6%
Value ($000) $43,915 Shares 361,617 Est. Cost $97.61 Unrealized +21.0%
JPM J P MORGAN CHASE & CO 1.9%
Value ($000) $33,452 Shares 158,648 Est. Cost $109.74 Unrealized +86.8%
AVSC AVANTIS US SMALL CAP EQUITY ETF 1.7%
Value ($000) $28,999 Shares 536,826 Est. Cost $51.81 Unrealized
AVGO BROADCOM INC 1.6%
Value ($000) $27,722 Shares 160,706 Est. Cost $144.65 Unrealized +9.2%
META META PLATFORMS (FORMERLY FACEBOOK INC) 1.4%
Value ($000) $24,155 Shares 42,196 Est. Cost $388.88 Unrealized +31.7%
BSCW INVESCO BULLETSHS 2032 1.4%
Value ($000) $24,110 Shares 1,149,834 Est. Cost $20.40 Unrealized
BSCU INVESCO BULLETSHS 2030 1.4%
Value ($000) $23,791 Shares 1,403,744 Est. Cost $16.46 Unrealized
LOW LOWES COMPANY INC 1.3%
Value ($000) $21,603 Shares 79,763 Est. Cost $117.46 Unrealized +101.1%
AMZN AMAZON.COM INC 1.3%
Value ($000) $21,534 Shares 115,572 Est. Cost $150.08 Unrealized +21.6%
IBTO ISHARES IBONDS DEC 2033 1.2%
Value ($000) $20,608 Shares 820,813 Est. Cost $24.58 Unrealized
GOOGL ALPHABET INC CAP STK CL A 1.2%
Value ($000) $20,221 Shares 121,926 Est. Cost $117.69 Unrealized +41.7%
ABBV ABBVIE INC 1.1%
Value ($000) $18,783 Shares 95,112 Est. Cost $122.37 Unrealized +46.0%
AUB ATLANTIC UNION BANKSHARES CORP 1.1%
Value ($000) $18,642 Shares 494,921 Est. Cost $28.12 Unrealized +25.5%
MRK MERCK & CO NEW 1.0%
Value ($000) $17,873 Shares 157,390 Est. Cost $82.73 Unrealized +36.6%
MGC VANGUARD MEGA CAP ETF 1.0%
Value ($000) $16,907 Shares 81,821 Est. Cost $206.64 Unrealized
KLAC KLA CORP COM NEW 1.0%
Value ($000) $16,844 Shares 21,751 Est. Cost $165.98 Unrealized +367.0%
SPY SPDR S&P 500 ETF TR TR UNIT 0.9%
Value ($000) $16,284 Shares 28,381 Est. Cost $500.22 Unrealized
BSCV INVESCO BULLETSHS 2031 0.9%
Value ($000) $16,230 Shares 973,733 Est. Cost $16.09 Unrealized
GLD SPDR GOLD SHARES 0.9%
Value ($000) $16,034 Shares 65,967 Est. Cost $162.32 Unrealized
QCOM QUALCOMM INC 0.9%
Value ($000) $16,015 Shares 94,176 Est. Cost $78.54 Unrealized +117.9%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.9%
Value ($000) $15,949 Shares 34,653 Est. Cost $353.07 Unrealized +25.2%
BSCT INVESCO BULLETSHS 2029 0.9%
Value ($000) $15,859 Shares 843,172 Est. Cost $18.22 Unrealized
XOM EXXON MOBIL CORP COM 0.9%
Value ($000) $15,337 Shares 130,838 Est. Cost $82.17 Unrealized +33.9%
MA MASTERCARD INC 0.9%
Value ($000) $15,226 Shares 30,835 Est. Cost $421.88 Unrealized +9.4%
PEP PEPSICO INC COM 0.9%
Value ($000) $14,802 Shares 87,047 Est. Cost $108.71 Unrealized +49.8%
V VISA INC COM CL A 0.8%
Value ($000) $13,482 Shares 49,034 Est. Cost $229.88 Unrealized +16.5%
CSCO CISCO SYSTEMS INC 0.8%
Value ($000) $13,260 Shares 249,152 Est. Cost $32.65 Unrealized +43.3%
GOOG ALPHABET INC CAP STK CL C 0.8%
Value ($000) $13,219 Shares 79,068 Est. Cost $156.77 Unrealized +7.3%
IBTP ISHARES IBONDS DEC TREAS ETF 0.7%
Value ($000) $12,745 Shares 482,441 Est. Cost $26.42 Unrealized
CVX CHEVRON CORPORATION 0.7%
Value ($000) $12,667 Shares 86,016 Est. Cost $102.41 Unrealized +36.7%
JNJ JOHNSON & JOHNSON COM 0.7%
Value ($000) $12,345 Shares 76,176 Est. Cost $104.74 Unrealized +45.8%
TJX TJX COMPANIES INC 0.7%
Value ($000) $12,224 Shares 104,003 Est. Cost $91.35 Unrealized +23.4%
DHI D R HORTON INC 0.7%
Value ($000) $12,094 Shares 63,394 Est. Cost $101.01 Unrealized +71.4%
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.7%
Value ($000) $11,965 Shares 606,782 Est. Cost $19.22 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.7%
Value ($000) $11,693 Shares 2,776 Est. Cost $3117.54 Unrealized +21.7%
BAC BANK OF AMERICA CORP 0.7%
Value ($000) $11,692 Shares 294,646 Est. Cost $29.65 Unrealized +30.8%
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.7%
Value ($000) $11,620 Shares 594,110 Est. Cost $19.13 Unrealized
IBGA ISHARES IBONDS DEC 2044 TREAS ETF 0.7%
Value ($000) $11,584 Shares 432,711 Est. Cost $26.77 Unrealized
INVESCO BULLETSHS 2025 0.7%
Value ($000) $11,481 Shares 556,011 Est. Cost $20.36 Unrealized
PG PROCTER & GAMBLE CO COM 0.6%
Value ($000) $10,897 Shares 62,917 Est. Cost $130.11 Unrealized +26.2%
ABT ABBOTT LABS COM 0.6%
Value ($000) $10,849 Shares 95,159 Est. Cost $70.17 Unrealized +52.6%
ADBE ADOBE INC COM 0.6%
Value ($000) $10,373 Shares 20,033 Est. Cost $516.17 Unrealized +6.3%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $10,270 Shares 17,566 Est. Cost $239.27 Unrealized +129.2%
LLY ELI LILLY & CO 0.6%
Value ($000) $10,165 Shares 11,474 Est. Cost $207.16 Unrealized +329.8%
RTX RTX CORPORATION (FORMERLY RAYTHEON TECH) 0.6%
Value ($000) $10,051 Shares 82,957 Est. Cost $81.50 Unrealized +36.3%
WFC WELLS FARGO & CO NEW 0.6%
Value ($000) $10,031 Shares 177,570 Est. Cost $47.67 Unrealized +15.1%
ETN EATON CORP PLC SHS 0.6%
Value ($000) $9,687 Shares 29,228 Est. Cost $113.99 Unrealized +164.3%
PM PHILLIP MORRIS INTL INC 0.6%
Value ($000) $9,661 Shares 79,583 Est. Cost $60.83 Unrealized +80.5%
HD HOME DEPOT INC COM 0.5%
Value ($000) $9,356 Shares 23,090 Est. Cost $186.27 Unrealized +89.3%
ACN ACCENTURE PLC 0.5%
Value ($000) $9,222 Shares 26,089 Est. Cost $185.37 Unrealized +74.1%
ORCL ORACLE CORP COM 0.5%
Value ($000) $8,944 Shares 52,488 Est. Cost $51.07 Unrealized +180.1%
GILD GILEAD SCIENCES INC COM 0.5%
Value ($000) $8,852 Shares 105,587 Est. Cost $70.14 Unrealized +4.2%
MCD MCDONALDS CORP COM 0.5%
Value ($000) $8,759 Shares 28,763 Est. Cost $160.41 Unrealized +66.3%
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value ($000) $8,503 Shares 13,746 Est. Cost $488.07 Unrealized +20.7%
NEE NEXTERA ENERGY INC COM 0.5%
Value ($000) $8,478 Shares 100,301 Est. Cost $64.11 Unrealized +16.8%
PH PARKER-HANNIFIN CORP COM 0.5%
Value ($000) $8,441 Shares 13,360 Est. Cost $120.48 Unrealized +365.1%
HON HONEYWELL INTL INC COM 0.5%
Value ($000) $8,117 Shares 39,269 Est. Cost $161.86 Unrealized +16.4%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.5%
Value ($000) $8,113 Shares 136,337 Est. Cost $54.78 Unrealized
AXP AMERICAN EXPRESS CO COM 0.5%
Value ($000) $8,001 Shares 29,502 Est. Cost $74.53 Unrealized +228.9%
COST COSTCO WHOLESALE CORP 0.4%
Value ($000) $7,652 Shares 8,631 Est. Cost $439.09 Unrealized +96.3%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.4%
Value ($000) $7,614 Shares 90,078 Est. Cost $71.14 Unrealized
IVV I SHARES TR S & P 500 INDEX FUND 0.4%
Value ($000) $7,401 Shares 12,831 Est. Cost $412.80 Unrealized
CRM SALESFORCE INC (FORMERLY SALESFORCE.COM INC 0.4%
Value ($000) $7,290 Shares 26,635 Est. Cost $254.77 Unrealized -0.4%
ITW ILLINOIS TOOL WORKS INC 0.4%
Value ($000) $6,424 Shares 24,514 Est. Cost $197.16 Unrealized +20.4%
EFA ISHARES MSCI EAFE ETF 0.4%
Value ($000) $6,343 Shares 75,842 Est. Cost $76.63 Unrealized
GRMN GARMIN LTD SHS 0.4%
Value ($000) $6,302 Shares 35,801 Est. Cost $147.13 Unrealized +14.8%
LIN LINDE PLC SHS 0.4%
Value ($000) $6,034 Shares 12,655 Est. Cost $402.44 Unrealized +11.3%
AJG GALLAGHER ARTHUR J & CO COM 0.3%
Value ($000) $5,902 Shares 20,975 Est. Cost $56.81 Unrealized +390.4%
LEN LENNAR CORP CL A 0.3%
Value ($000) $5,806 Shares 30,969 Est. Cost $125.32 Unrealized +31.1%
COP CONOCOPHILLIPS COM 0.3%
Value ($000) $5,752 Shares 54,639 Est. Cost $105.53 Unrealized -0.4%
PSX PHILLIPS 66 COM 0.3%
Value ($000) $5,684 Shares 43,244 Est. Cost $58.61 Unrealized +119.1%
PANW PALO ALTO NETWORKS INC COM 0.3%
Value ($000) $5,540 Shares 16,208 Est. Cost $68.31 Unrealized +146.4%
CSX CSX CORP COM 0.3%
Value ($000) $5,486 Shares 158,890 Est. Cost $30.57 Unrealized +8.7%
DOW DOW HOLDINGS INC 0.3%
Value ($000) $5,261 Shares 96,301 Est. Cost $45.73 Unrealized +4.8%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $5,231 Shares 116,490 Est. Cost $35.08 Unrealized +9.4%
NUE NUCOR 0.3%
Value ($000) $5,176 Shares 34,432 Est. Cost $153.38 Unrealized -4.3%
ADI ANALOG DEVICES INC 0.3%
Value ($000) $5,094 Shares 22,132 Est. Cost $207.63 Unrealized +6.0%
CVS CVS HEALTH CORP COM 0.3%
Value ($000) $5,071 Shares 80,649 Est. Cost $59.22 Unrealized -6.8%
MDLZ MONDELEZ INTERNATIONAL INC. 0.3%
Value ($000) $5,009 Shares 67,990 Est. Cost $48.08 Unrealized +39.7%
NXPI NXP SEMICONDUCTORS 0.3%
Value ($000) $4,976 Shares 20,734 Est. Cost $250.12 Unrealized -2.4%
UNP UNION PACIFIC CORP 0.3%
Value ($000) $4,953 Shares 20,094 Est. Cost $194.85 Unrealized +20.4%
AME AMETEK INC NEW COM 0.3%
Value ($000) $4,803 Shares 27,972 Est. Cost $170.82 Unrealized -3.2%
GS GOLDMAN SACHS GROUP INC COM 0.3%
Value ($000) $4,784 Shares 9,663 Est. Cost $175.19 Unrealized +171.2%
DE DEERE & CO COM 0.3%
Value ($000) $4,705 Shares 11,274 Est. Cost $360.61 Unrealized +2.4%
AMP AMERIPRISE FINL INC COM 0.3%
Value ($000) $4,666 Shares 9,932 Est. Cost $344.69 Unrealized +23.7%
MPC MARATHON PETE CORP 0.3%
Value ($000) $4,639 Shares 28,477 Est. Cost $121.29 Unrealized +35.2%
BN BROOKFIELD CORP NVP 0.3%
Value ($000) $4,636 Shares 87,217 Est. Cost $26.61 Unrealized +17.6%
ROP ROPER INDS INC NEW 0.3%
Value ($000) $4,512 Shares 8,109 Est. Cost $533.24 Unrealized +2.1%
MO ALTRIA GROUP INC COM 0.3%
Value ($000) $4,482 Shares 87,809 Est. Cost $35.69 Unrealized +27.6%
INVESCO BULLETSHARES 2025 MUNICIPAL BOND ETF 0.3%
Value ($000) $4,475 Shares 182,746 Est. Cost $24.37 Unrealized
BSMR INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF 0.3%
Value ($000) $4,413 Shares 186,189 Est. Cost $23.57 Unrealized
ADSK AUTODESK INC 0.3%
Value ($000) $4,381 Shares 15,903 Est. Cost $219.75 Unrealized +14.6%
SPGI S&P GLOBAL INC 0.3%
Value ($000) $4,335 Shares 8,392 Est. Cost $423.77 Unrealized +15.6%
STLD STEEL DYNAMICS INC COM 0.2%
Value ($000) $4,287 Shares 34,000 Est. Cost $97.72 Unrealized +21.6%
KO COCA COLA CO COM 0.2%
Value ($000) $4,231 Shares 58,883 Est. Cost $46.69 Unrealized +40.6%
CDNS CADENCE DESIGN SYSTEM INC COM 0.2%
Value ($000) $4,208 Shares 15,527 Est. Cost $256.29 Unrealized +7.9%
AFL AFLAC INC 0.2%
Value ($000) $4,162 Shares 37,225 Est. Cost $63.52 Unrealized +55.5%
WMT WAL-MART STORES 0.2%
Value ($000) $4,154 Shares 51,438 Est. Cost $53.92 Unrealized +34.4%
SBUX STARBUCKS CORPORATION 0.2%
Value ($000) $4,136 Shares 42,424 Est. Cost $59.41 Unrealized +39.4%
BSMW INVESCO BULLETSHARES 2032 MUNICIPAL BOND ETF 0.2%
Value ($000) $4,089 Shares 159,528 Est. Cost $25.32 Unrealized
OTIS OTIS WORLDWIDE CORP 0.2%
Value ($000) $4,021 Shares 38,688 Est. Cost $84.07 Unrealized +10.7%
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $3,940 Shares 19,073 Est. Cost $133.11 Unrealized +45.0%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $3,929 Shares 34,077 Est. Cost $76.36 Unrealized +38.7%
AZO AUTOZONE INC COM 0.2%
Value ($000) $3,903 Shares 1,239 Est. Cost $2699.13 Unrealized +13.7%
FTNT FORTINET INC COM 0.2%
Value ($000) $3,871 Shares 49,912 Est. Cost $64.25 Unrealized +6.3%
DISCOVER FINANCIAL SERVICES 0.2%
Value ($000) $3,740 Shares 26,657 Est. Cost $119.38 Unrealized
TSLA TESLA INC COM 0.2%
Value ($000) $3,539 Shares 13,526 Est. Cost $193.22 Unrealized +18.0%
VRTX VERTEX PHARMACEUTICAL INC 0.2%
Value ($000) $3,515 Shares 7,558 Est. Cost $370.57 Unrealized +29.6%
ELV ELEVANCE HEALTH INC (FORMERLY ANTHEM) 0.2%
Value ($000) $3,465 Shares 6,664 Est. Cost $487.77 Unrealized +6.8%
ASML ASML HOLDING NV 0.2%
Value ($000) $3,432 Shares 4,119 Est. Cost $1022.70 Unrealized
PNC PNC BANK CORP 0.2%
Value ($000) $3,408 Shares 18,439 Est. Cost $128.14 Unrealized +30.7%
ODFL OLD DOMINION FREIGHT LINES 0.2%
Value ($000) $3,292 Shares 16,573 Est. Cost $190.30 Unrealized +1.3%
EBAY EBAY INC 0.2%
Value ($000) $3,230 Shares 49,616 Est. Cost $45.20 Unrealized +24.5%
CAT CATERPILLAR INC COM 0.2%
Value ($000) $3,226 Shares 8,247 Est. Cost $129.77 Unrealized +161.0%
EOG EOG RESOURCES INC 0.2%
Value ($000) $3,219 Shares 26,188 Est. Cost $116.74 Unrealized +3.1%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.2%
Value ($000) $3,120 Shares 61,491 Est. Cost $50.46 Unrealized
MTD METTLER-TOLEDO INTL 0.2%
Value ($000) $3,109 Shares 2,073 Est. Cost $1347.90 Unrealized +4.1%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $3,082 Shares 5,836 Est. Cost $412.24 Unrealized +16.0%
UPS UNITED PARCEL SERVICE CLASS B 0.2%
Value ($000) $2,961 Shares 21,721 Est. Cost $93.13 Unrealized +29.4%
VLO VALERO ENERGY CORP COM 0.2%
Value ($000) $2,842 Shares 21,050 Est. Cost $134.78 Unrealized +3.4%
WDAY WORKDAY INC 0.2%
Value ($000) $2,828 Shares 11,570 Est. Cost $232.80 Unrealized +1.5%
NKE NIKE INC CL B 0.2%
Value ($000) $2,788 Shares 31,536 Est. Cost $87.23 Unrealized -12.9%
STZ CONSTELLATION BRANDS CLASS A 0.2%
Value ($000) $2,762 Shares 10,718 Est. Cost $248.34 Unrealized -3.3%
BDX BECTON DICKINSON & CO COM 0.2%
Value ($000) $2,638 Shares 10,940 Est. Cost $189.44 Unrealized +20.2%
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.2%
Value ($000) $2,596 Shares 53,177 Est. Cost $41.45 Unrealized
VRSK VERISK ANALYTICS INC COM 0.1%
Value ($000) $2,547 Shares 9,504 Est. Cost $237.75 Unrealized +12.8%
MARKEL GROUP INC FORMERLY MARKEL CO 0.1%
Value ($000) $2,528 Shares 1,612 Est. Cost $1575.60 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $2,471 Shares 9,942 Est. Cost $173.54 Unrealized +34.3%
PFE PFIZER INC COM 0.1%
Value ($000) $2,436 Shares 84,168 Est. Cost $27.75 Unrealized -3.8%
XYL XYLEM INC 0.1%
Value ($000) $2,435 Shares 18,036 Est. Cost $133.48 Unrealized -1.4%
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $2,432 Shares 8,747 Est. Cost $93.41 Unrealized +181.0%
GDX VANECK GOLD MINERS ETF 0.1%
Value ($000) $2,431 Shares 61,052 Est. Cost $35.12 Unrealized
BSMU INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF 0.1%
Value ($000) $2,429 Shares 109,657 Est. Cost $21.95 Unrealized
BSMQ INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETF 0.1%
Value ($000) $2,415 Shares 101,731 Est. Cost $23.57 Unrealized
BSMT INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF 0.1%
Value ($000) $2,397 Shares 102,987 Est. Cost $23.06 Unrealized
BSSX INVESCO BULLETSHARES 2033 MUNICIPAL BOND ETF 0.1%
Value ($000) $2,384 Shares 90,483 Est. Cost $26.35 Unrealized
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $2,383 Shares 2,267 Est. Cost $857.75 Unrealized +29.0%
HIG HARTFORD FINL SVCS GROUP INC COM 0.1%
Value ($000) $2,235 Shares 19,000 Est. Cost $45.92 Unrealized +133.1%
CSGP COSTAR GROUP, INC. 0.1%
Value ($000) $2,208 Shares 29,266 Est. Cost $79.83 Unrealized -5.0%
TFC TRUIST FINANCIAL CORPORATION 0.1%
Value ($000) $2,199 Shares 51,425 Est. Cost $37.71 Unrealized +4.9%
C CITIGROUP INC COM NEW 0.1%
Value ($000) $2,166 Shares 34,598 Est. Cost $49.52 Unrealized +20.0%
MDT MEDTRONIC PLC 0.1%
Value ($000) $2,164 Shares 24,036 Est. Cost $78.14 Unrealized +3.4%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $2,145 Shares 9,163 Est. Cost $144.00 Unrealized +49.5%
VRSN VERISIGN INC 0.1%
Value ($000) $2,085 Shares 10,974 Est. Cost $199.32 Unrealized -10.3%
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $2,084 Shares 8,763 Est. Cost $185.68 Unrealized +21.0%
NVS NOVARTIS AG SPONSORED ADR 0.1%
Value ($000) $2,037 Shares 17,711 Est. Cost $85.01 Unrealized
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $1,966 Shares 9,730 Est. Cost $160.67 Unrealized +26.0%
ORI OLD REP INTL CORP COM 0.1%
Value ($000) $1,947 Shares 54,960 Est. Cost $12.59 Unrealized +130.1%
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $1,936 Shares 17,703 Est. Cost $77.97 Unrealized +34.8%
APD AIR PRODUCTS AND CHEMICALS INC. 0.1%
Value ($000) $1,913 Shares 6,425 Est. Cost $194.88 Unrealized +35.0%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $1,892 Shares 6,836 Est. Cost $130.50 Unrealized +94.2%
ARCC ARES CAPITAL CORP COM 0.1%
Value ($000) $1,859 Shares 88,783 Est. Cost $9.79 Unrealized +86.2%
DIS DISNEY WALT CO COM 0.1%
Value ($000) $1,852 Shares 19,256 Est. Cost $116.70 Unrealized -22.4%
GPC GENUINE PARTS CO COM 0.1%
Value ($000) $1,836 Shares 13,144 Est. Cost $69.42 Unrealized +91.2%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $1,794 Shares 18,582 Est. Cost $113.22 Unrealized
CHE CHEMED CORPORATON 0.1%
Value ($000) $1,779 Shares 2,960 Est. Cost $568.90 Unrealized -0.9%
DLR DIGITAL RLTY TR INC COM 0.1%
Value ($000) $1,700 Shares 10,507 Est. Cost $103.81 Unrealized +41.5%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.1%
Value ($000) $1,658 Shares 20,654 Est. Cost $56.45 Unrealized +40.3%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $1,656 Shares 32,010 Est. Cost $37.10 Unrealized +17.7%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $1,648 Shares 7,453 Est. Cost $101.46 Unrealized +86.3%
VOE VANGUARD MID-CAP VALUE ETF 0.1%
Value ($000) $1,621 Shares 9,669 Est. Cost $138.32 Unrealized
CP CANADIAN PACIFIC KANSAS CITY COM 0.1%
Value ($000) $1,618 Shares 18,913 Est. Cost $77.51 Unrealized +5.1%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $1,596 Shares 3,024 Est. Cost $466.03 Unrealized
HPQ HP INC COM 0.1%
Value ($000) $1,563 Shares 43,573 Est. Cost $16.14 Unrealized +106.0%
ROYCE SMALL CAP TRUST INC COM 0.1%
Value ($000) $1,547 Shares 98,532 Est. Cost $17.52 Unrealized
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $1,521 Shares 5,767 Est. Cost $205.53 Unrealized
ZTS ZOETIS INC CL A 0.1%
Value ($000) $1,504 Shares 7,696 Est. Cost $102.00 Unrealized +77.8%
BLK BLACKROCK INC COM 0.1%
Value ($000) $1,489 Shares 1,568 Est. Cost $840.24 Unrealized 0.0%
DEO DIAGEO PLC SPON ADR NEW 0.1%
Value ($000) $1,420 Shares 10,118 Est. Cost $127.19 Unrealized
D DOMINION ENERGY INC COM 0.1%
Value ($000) $1,415 Shares 24,477 Est. Cost $50.56 Unrealized +1.2%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $1,394 Shares 13,425 Est. Cost $78.71 Unrealized +25.7%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.1%
Value ($000) $1,365 Shares 21,670 Est. Cost $47.26 Unrealized
COHEN & STEERS REIT & PFD & IN COM 0.1%
Value ($000) $1,350 Shares 57,034 Est. Cost $23.75 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.1%
Value ($000) $1,325 Shares 11,332 Est. Cost $99.96 Unrealized
GAIN GLADSTONE INVT CORP COM 0.1%
Value ($000) $1,294 Shares 89,545 Est. Cost $5.78 Unrealized +92.3%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1,274 Shares 2,180 Est. Cost $404.96 Unrealized +27.5%
AMGN AMGEN INC COM 0.1%
Value ($000) $1,255 Shares 3,896 Est. Cost $214.28 Unrealized +46.1%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $1,219 Shares 4,304 Est. Cost $206.86 Unrealized
IRT INDEPENDENCE RLTY TR INC COM 0.1%
Value ($000) $1,218 Shares 59,425 Est. Cost $11.57 Unrealized
DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 0.1%
Value ($000) $1,204 Shares 19,356 Est. Cost $51.83 Unrealized
CBRE CBRE GROUP INC CL A 0.1%
Value ($000) $1,147 Shares 9,218 Est. Cost $84.47 Unrealized +29.1%
ISRG INTUITIVE SURGICAL INC. 0.1%
Value ($000) $1,104 Shares 2,247 Est. Cost $398.28 Unrealized +16.9%
UDR UDR INC COM 0.1%
Value ($000) $1,103 Shares 24,331 Est. Cost $35.31 Unrealized +15.0%
T AT&T INC 0.1%
Value ($000) $1,091 Shares 49,585 Est. Cost $15.31 Unrealized +22.7%
MAS MASCO CORP COM 0.1%
Value ($000) $1,074 Shares 12,796 Est. Cost $35.00 Unrealized +111.6%
HSY HERSHEY CO COM 0.1%
Value ($000) $1,066 Shares 5,557 Est. Cost $233.00 Unrealized -20.2%
BLACKROCK INC. 0.1%
Value ($000) $1,040 Shares 1,095 Est. Cost $652.64 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $1,028 Shares 7,226 Est. Cost $96.85 Unrealized +38.6%
WELL WELLTOWER INC COM 0.1%
Value ($000) $1,024 Shares 8,000 Est. Cost $62.42 Unrealized +82.4%
SYK STRYKER CORPORATION COM 0.1%
Value ($000) $985 Shares 2,727 Est. Cost $182.37 Unrealized +86.7%
EL LAUDER ESTEE COS INC CL A 0.1%
Value ($000) $983 Shares 9,865 Est. Cost $156.93 Unrealized -41.2%
IRM IRON MTN INC DEL COM 0.1%
Value ($000) $971 Shares 8,171 Est. Cost $23.21 Unrealized +339.8%
BROOKFIELD ASSET MGMT LTD CLASS A VOTING SHA 0.1%
Value ($000) $956 Shares 20,213 Est. Cost $38.04 Unrealized
CB CHUBB LIMITED COM 0.1%
Value ($000) $944 Shares 3,275 Est. Cost $227.27 Unrealized +19.1%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $929 Shares 22,238 Est. Cost $40.79 Unrealized -7.5%
ABNB AIRBNB INC COM CL A 0.1%
Value ($000) $911 Shares 7,181 Est. Cost $117.60 Unrealized +10.3%
MRSH MARSH & MCLENNAN COS INC COM 0.1%
Value ($000) $899 Shares 4,028 Est. Cost $87.21 Unrealized +148.7%
ACA ARCOSA INC COM 0.1%
Value ($000) $873 Shares 9,211 Est. Cost $35.11 Unrealized +147.9%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $869 Shares 4,579 Est. Cost $153.58 Unrealized
BITO PROSHARES BITCOIN ETF 0.1%
Value ($000) $867 Shares 45,191 Est. Cost $23.36 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $855 Shares 16,382 Est. Cost $41.91 Unrealized +18.2%
ARISTA NETWORKS INC 0.0%
Value ($000) $846 Shares 2,205 Est. Cost $350.47 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $799 Shares 9,684 Est. Cost $37.74 Unrealized +90.4%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $797 Shares 2,075 Est. Cost $205.69 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $791 Shares 33,733 Est. Cost $32.49 Unrealized -23.4%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $790 Shares 9,341 Est. Cost $134.54 Unrealized -21.2%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $788 Shares 4,155 Est. Cost $84.27 Unrealized +105.1%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $772 Shares 17,227 Est. Cost $35.25 Unrealized +29.6%
GIS GENERAL MILLS INC 0.0%
Value ($000) $769 Shares 10,410 Est. Cost $64.44 Unrealized +1.9%
ENB ENBRIDGE INC NPV 0.0%
Value ($000) $757 Shares 18,645 Est. Cost $32.36 Unrealized +9.7%
BX BLACKSTONE INC COM 0.0%
Value ($000) $750 Shares 4,896 Est. Cost $46.34 Unrealized +188.5%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $750 Shares 6,391 Est. Cost $119.63 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $743 Shares 8,234 Est. Cost $38.64 Unrealized +111.2%
CMI CUMMINS INC COM 0.0%
Value ($000) $709 Shares 2,189 Est. Cost $138.07 Unrealized +108.6%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $689 Shares 2,368 Est. Cost $52.31 Unrealized +0.4%
IEFA ISHARES TR CORE MSCI EAFE 0.0%
Value ($000) $685 Shares 8,775 Est. Cost $66.78 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $679 Shares 10,062 Est. Cost $38.42 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $678 Shares 3,882 Est. Cost $118.60 Unrealized
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $656 Shares 5,533 Est. Cost $89.58 Unrealized +13.9%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $649 Shares 19,518 Est. Cost $34.19 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $645 Shares 4,805 Est. Cost $116.34 Unrealized +4.8%
QQQ INVESCO QQQ TRUST SERIES I 0.0%
Value ($000) $637 Shares 1,305 Est. Cost $310.82 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $636 Shares 3,957 Est. Cost $83.97 Unrealized +80.6%
MMM 3M CO COM 0.0%
Value ($000) $627 Shares 4,587 Est. Cost $91.40 Unrealized +30.3%
TRN TRINITY INDS INC COM 0.0%
Value ($000) $625 Shares 17,926 Est. Cost $16.45 Unrealized +83.5%
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $623 Shares 2,557 Est. Cost $220.20 Unrealized
VABK VIRGINIA NATL BANKSHARES CORP COM 0.0%
Value ($000) $621 Shares 14,902 Est. Cost $32.45 Unrealized +15.5%
GVI ISHARES INTERMED GOVT/CREDITBOND 0.0%
Value ($000) $615 Shares 5,745 Est. Cost $103.73 Unrealized
MUB ISHARES NATIONAL MUNI BD 0.0%
Value ($000) $613 Shares 5,639 Est. Cost $106.55 Unrealized
AEP AMERICAN ELECTRIC POWER CO 0.0%
Value ($000) $593 Shares 5,776 Est. Cost $82.62 Unrealized +12.6%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $568 Shares 5,930 Est. Cost $70.48 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $555 Shares 7,727 Est. Cost $40.73 Unrealized +56.8%
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $529 Shares 2,140 Est. Cost $290.43 Unrealized -20.7%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value ($000) $505 Shares 3,830 Est. Cost $127.48 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $502 Shares 2,801 Est. Cost $134.48 Unrealized
FTEC FIDELITY MSCI INFO TECH 0.0%
Value ($000) $479 Shares 2,745 Est. Cost $171.52 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $477 Shares 7,611 Est. Cost $35.62 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $473 Shares 3,162 Est. Cost $96.49 Unrealized +45.0%
IBTE ISHARES IBONDS DEC 2024 0.0%
Value ($000) $462 Shares 19,244 Est. Cost $23.96 Unrealized
HBAN HUNTINGTON BANKSHARES INC 0.0%
Value ($000) $459 Shares 31,199 Est. Cost $12.55 Unrealized +7.0%
ADC AGREE RLTY CORP COM 0.0%
Value ($000) $455 Shares 6,040 Est. Cost $64.02 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $438 Shares 1,985 Est. Cost $165.54 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $425 Shares 2,728 Est. Cost $134.72 Unrealized +4.7%
FNB F N B CORP COM 0.0%
Value ($000) $420 Shares 29,800 Est. Cost $10.53 Unrealized +29.7%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $406 Shares 4,892 Est. Cost $68.67 Unrealized
BLACKROCK TAX MUNICPAL BD TR SHS 0.0%
Value ($000) $390 Shares 21,897 Est. Cost $24.95 Unrealized
ABRDN LIFE SCIENCES INVESTORS SH BEN INT 0.0%
Value ($000) $389 Shares 25,803 Est. Cost $19.31 Unrealized
XXINSIXX INSIGHT SELECT INCOME FD COM 0.0%
Value ($000) $384 Shares 21,760 Est. Cost $20.34 Unrealized
OSK OSHKOSH CORP COM 0.0%
Value ($000) $381 Shares 3,800 Est. Cost $70.02 Unrealized +44.8%
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 0.0%
Value ($000) $375 Shares 18,249 Est. Cost $20.11 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $372 Shares 5,637 Est. Cost $54.91 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $368 Shares 16,091 Est. Cost $16.13 Unrealized +22.7%
CME CME GROUP INC 0.0%
Value ($000) $366 Shares 1,659 Est. Cost $194.99 Unrealized +0.7%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $360 Shares 12,402 Est. Cost $26.55 Unrealized +14.2%
AZN ASTRAZENECA PLC NPV ADR 0.0%
Value ($000) $360 Shares 4,616 Est. Cost $77.98 Unrealized
KELLANOVA COM 0.0%
Value ($000) $357 Shares 4,425 Est. Cost $41.80 Unrealized +63.6%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $344 Shares 7,593 Est. Cost $24.24 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $343 Shares 7,602 Est. Cost $19.18 Unrealized +113.0%
IUSB ETF ISHARES TTL CORE US BND 0.0%
Value ($000) $339 Shares 7,204 Est. Cost $45.22 Unrealized
TEL TE CONNECTIVITY PLC ORD SHS 0.0%
Value ($000) $335 Shares 2,220 Est. Cost $146.90 Unrealized 0.0%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $331 Shares 5,099 Est. Cost $61.87 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $326 Shares 1,653 Est. Cost $161.19 Unrealized
DFLV DIMENSIONAL US LARGE CAP VALUE ETF 0.0%
Value ($000) $324 Shares 10,516 Est. Cost $29.03 Unrealized
J JACOBS SOLUTIONS INC COM 0.0%
Value ($000) $324 Shares 2,475 Est. Cost $104.20 Unrealized +14.3%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $323 Shares 1,387 Est. Cost $188.46 Unrealized +11.9%
MS MORGAN STANLEY DEAN WITTER DISCOVER & CO 0.0%
Value ($000) $311 Shares 2,984 Est. Cost $90.80 Unrealized +6.7%
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.0%
Value ($000) $306 Shares 14,494 Est. Cost $20.77 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $300 Shares 994 Est. Cost $143.39 Unrealized +99.8%
SANDY SPRING BANCORP INC COM 0.0%
Value ($000) $298 Shares 9,507 Est. Cost $23.18 Unrealized
DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF 0.0%
Value ($000) $297 Shares 10,546 Est. Cost $26.41 Unrealized
BROOKFIELD RENEWABLE CORP 0.0%
Value ($000) $296 Shares 9,078 Est. Cost $28.38 Unrealized
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $296 Shares 1,567 Est. Cost $119.70 Unrealized +40.3%
USB US BANCORP 0.0%
Value ($000) $295 Shares 6,443 Est. Cost $37.76 Unrealized +8.9%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $291 Shares 3,617 Est. Cost $42.52 Unrealized +61.2%
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $290 Shares 1,298 Est. Cost $199.50 Unrealized +8.4%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $290 Shares 745 Est. Cost $267.07 Unrealized +28.5%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $286 Shares 1,266 Est. Cost $173.60 Unrealized
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $284 Shares 2,731 Est. Cost $40.91 Unrealized +130.8%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $283 Shares 5,542 Est. Cost $50.11 Unrealized
BLACKROCK CORE BD TR SHS BEN INT 0.0%
Value ($000) $280 Shares 23,261 Est. Cost $13.29 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $272 Shares 713 Est. Cost $264.03 Unrealized +30.6%
SHY ISHARES 1-3 YR TREASURY BOND 0.0%
Value ($000) $262 Shares 3,152 Est. Cost $81.65 Unrealized
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $259 Shares 937 Est. Cost $223.39 Unrealized
PLD PROLOGIS INC 0.0%
Value ($000) $259 Shares 2,048 Est. Cost $104.48 Unrealized +13.0%
IEF ISHARES 7-10 YEAR TRES ETF 0.0%
Value ($000) $255 Shares 2,604 Est. Cost $93.65 Unrealized
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $248 Shares 2,213 Est. Cost $81.61 Unrealized +15.4%
HOFT HOOKER FURNITURE CORP 0.0%
Value ($000) $246 Shares 13,640 Est. Cost $17.52 Unrealized -11.8%
NEM NEWMONT CORP COM 0.0%
Value ($000) $246 Shares 4,594 Est. Cost $48.40 Unrealized 0.0%
FISV FISERV INC COM 0.0%
Value ($000) $243 Shares 1,350 Est. Cost $145.64 Unrealized +13.3%
IT GARTNER INC. 0.0%
Value ($000) $241 Shares 476 Est. Cost $444.91 Unrealized +8.1%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $240 Shares 5,732 Est. Cost $33.43 Unrealized +27.7%
KMX CARMAX INC COM 0.0%
Value ($000) $240 Shares 3,096 Est. Cost $66.93 Unrealized +18.2%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $236 Shares 750 Est. Cost $288.03 Unrealized
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $235 Shares 892 Est. Cost $218.15 Unrealized
SYY SYSCO CORPORATION 0.0%
Value ($000) $232 Shares 2,977 Est. Cost $71.17 Unrealized +1.3%
BRX BRIXMOR PPTY GROUP INC COM 0.0%
Value ($000) $226 Shares 8,125 Est. Cost $27.86 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $226 Shares 1,800 Est. Cost $115.30 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $226 Shares 7,191 Est. Cost $42.61 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $224 Shares 109 Est. Cost $1882.53 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $224 Shares 860 Est. Cost $197.12 Unrealized 0.0%
MTB M & T BK CORP COM 0.0%
Value ($000) $219 Shares 1,230 Est. Cost $159.11 Unrealized 0.0%
MSCI MSCI INC COM 0.0%
Value ($000) $219 Shares 375 Est. Cost $484.30 Unrealized +10.1%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $218 Shares 3,802 Est. Cost $50.60 Unrealized
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $215 Shares 4,329 Est. Cost $49.70 Unrealized
ABRDN HEALTHCARE INVESTORS SH BEN INT 0.0%
Value ($000) $214 Shares 11,503 Est. Cost $24.55 Unrealized
IJH ISHARES S&P MIDCAP 400 0.0%
Value ($000) $211 Shares 3,380 Est. Cost $62.31 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $210 Shares 643 Est. Cost $326.73 Unrealized
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 0.0%
Value ($000) $210 Shares 4,122 Est. Cost $51.05 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $207 Shares 1,674 Est. Cost $123.62 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $207 Shares 4,318 Est. Cost $47.85 Unrealized
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value ($000) $205 Shares 4,967 Est. Cost $41.28 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $205 Shares 1,518 Est. Cost $135.07 Unrealized
FTV FORTIVE CORP COM 0.0%
Value ($000) $204 Shares 2,588 Est. Cost $54.67 Unrealized 0.0%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $204 Shares 2,521 Est. Cost $62.62 Unrealized
MORGAN STANLEY EMERGING MKTS COM 0.0%
Value ($000) $54 Shares 10,700 Est. Cost $6.03 Unrealized