Atlantic Union Bankshares Corp Diversified Active

CIK: 0000883948 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 7, 2025

Total Value ($000): $1,718,290 (100.0% shares, 0.0% debt)

Holdings (312)

IWY ISHARES RUSSELL TOP 200 GROWTH ETF 6.9%
Value ($000) $118,468 Shares 503,540 Est. Cost $134.70 Unrealized
AAPL APPLE INC 5.0%
Value ($000) $86,647 Shares 346,009 Est. Cost $123.04 Unrealized +90.6%
IWR ISHARES RUSSELL MIDCAP ETF 3.9%
Value ($000) $67,130 Shares 759,391 Est. Cost $61.99 Unrealized
MSFT MICROSOFT CORP COM 3.4%
Value ($000) $57,669 Shares 136,819 Est. Cost $220.57 Unrealized +91.5%
NVDA NVIDIA CORPORATION COM 2.8%
Value ($000) $48,698 Shares 362,637 Est. Cost $97.61 Unrealized +41.2%
ERIE ERIE INDTY CO CL A 2.7%
Value ($000) $45,913 Shares 111,377 Est. Cost $167.63 Unrealized +163.0%
JPM JPMORGAN CHASE & CO. COM 2.2%
Value ($000) $37,889 Shares 158,062 Est. Cost $109.74 Unrealized +107.8%
AVGO BROADCOM INC COM 2.1%
Value ($000) $36,878 Shares 159,066 Est. Cost $144.65 Unrealized +26.4%
AVSC AVANTIS U.S SMALL CAP EQUITY ETF 1.8%
Value ($000) $30,762 Shares 565,887 Est. Cost $51.94 Unrealized
BSCW INVESCO BULLETSHARES 2032 CORPORATE BOND ETF 1.5%
Value ($000) $25,065 Shares 1,246,420 Est. Cost $20.38 Unrealized
META META PLATFORMS INC CL A 1.5%
Value ($000) $25,065 Shares 42,809 Est. Cost $391.69 Unrealized +49.3%
BSCU INVESCO BULLETSHARES 2030 CORPORATE BOND ETF 1.5%
Value ($000) $24,938 Shares 1,523,532 Est. Cost $16.45 Unrealized
AMZN AMAZON.COM INC 1.4%
Value ($000) $24,842 Shares 113,234 Est. Cost $150.08 Unrealized +36.3%
GOOGL ALPHABET INC CAP STK CL A 1.4%
Value ($000) $23,499 Shares 124,134 Est. Cost $118.70 Unrealized +46.7%
LOW LOWES COMPANY INC 1.1%
Value ($000) $19,548 Shares 79,208 Est. Cost $117.46 Unrealized +122.7%
ABBV ABBVIE INC COM 1.1%
Value ($000) $18,940 Shares 106,586 Est. Cost $128.29 Unrealized +38.3%
MGC VANGUARD MEGA CAP ETF 1.1%
Value ($000) $18,272 Shares 85,922 Est. Cost $206.93 Unrealized
BSCV INVESCO BULLETSHARES 2031 CORPORATE BOND ETF 1.0%
Value ($000) $16,926 Shares 1,054,696 Est. Cost $16.09 Unrealized
BSCT INVESCO BULLETSHARES 2029 CORPORATE BOND ETF 1.0%
Value ($000) $16,810 Shares 916,589 Est. Cost $18.23 Unrealized
IBTO ISHARES IBONDS DEC 2033 TERM TREASURY ETF 1.0%
Value ($000) $16,803 Shares 711,093 Est. Cost $24.58 Unrealized
AUB ATLANTIC UN BANKSHARES CORP COM 1.0%
Value ($000) $16,712 Shares 441,176 Est. Cost $28.12 Unrealized +33.3%
MA MASTERCARD INCORPORATED CL A 1.0%
Value ($000) $16,395 Shares 31,135 Est. Cost $421.88 Unrealized +22.0%
SPY SPDR S&P 500 ETF TRUST 0.9%
Value ($000) $16,118 Shares 27,502 Est. Cost $500.22 Unrealized
MRK MERCK & CO INC COM 0.9%
Value ($000) $15,533 Shares 156,141 Est. Cost $82.73 Unrealized +19.3%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.9%
Value ($000) $15,402 Shares 33,979 Est. Cost $353.07 Unrealized +30.8%
BKNG BOOKING HOLDINGS INC 0.9%
Value ($000) $15,392 Shares 3,098 Est. Cost $3288.68 Unrealized +44.9%
GLD SPDR GOLD SHARES 0.9%
Value ($000) $15,176 Shares 62,679 Est. Cost $162.32 Unrealized
V VISA INC COM CL A 0.9%
Value ($000) $15,143 Shares 47,915 Est. Cost $229.88 Unrealized +29.8%
GOOG ALPHABET INC. CLASS C 0.9%
Value ($000) $14,869 Shares 78,077 Est. Cost $156.77 Unrealized +12.1%
QCOM QUALCOMM INC COM 0.8%
Value ($000) $14,602 Shares 95,051 Est. Cost $78.54 Unrealized +103.1%
PG PROCTER AND GAMBLE CO COM 0.8%
Value ($000) $14,499 Shares 86,484 Est. Cost $139.81 Unrealized +18.5%
XOM EXXON MOBIL CORP COM 0.8%
Value ($000) $14,365 Shares 133,541 Est. Cost $82.78 Unrealized +35.7%
WFC WELLS FARGO CO NEW COM 0.8%
Value ($000) $13,808 Shares 196,584 Est. Cost $49.50 Unrealized +34.7%
IBTP ISHARES IBONDS DEC 2034 TERM TREASURY ETF 0.8%
Value ($000) $13,620 Shares 548,785 Est. Cost $26.22 Unrealized
KLAC KLA CORP COM NEW 0.8%
Value ($000) $13,355 Shares 21,194 Est. Cost $165.98 Unrealized +303.1%
BAC BANK AMERICA CORP COM 0.8%
Value ($000) $13,219 Shares 300,777 Est. Cost $29.92 Unrealized +43.2%
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.7%
Value ($000) $12,848 Shares 659,579 Est. Cost $19.24 Unrealized
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.7%
Value ($000) $12,551 Shares 645,940 Est. Cost $19.15 Unrealized
TJX TJX COS INC NEW COM 0.7%
Value ($000) $12,495 Shares 103,426 Est. Cost $91.35 Unrealized +28.9%
PEP PEPSICO INC COM 0.7%
Value ($000) $12,451 Shares 81,886 Est. Cost $108.71 Unrealized +44.0%
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.7%
Value ($000) $12,431 Shares 602,055 Est. Cost $20.38 Unrealized
CVX CHEVRON CORP NEW COM 0.7%
Value ($000) $12,181 Shares 84,102 Est. Cost $102.41 Unrealized +42.1%
IBGA ISHARES IBONDS DEC 2044 TERM TREASURY ETF 0.7%
Value ($000) $11,484 Shares 471,561 Est. Cost $26.57 Unrealized
JNJ JOHNSON & JOHNSON COM 0.6%
Value ($000) $10,801 Shares 74,689 Est. Cost $104.74 Unrealized +42.8%
ABT ABBOTT LABORATORIES 0.6%
Value ($000) $10,040 Shares 88,762 Est. Cost $70.17 Unrealized +61.5%
GILD GILEAD SCIENCES INC 0.6%
Value ($000) $9,948 Shares 107,697 Est. Cost $70.47 Unrealized +23.5%
CSCO CISCO SYS INC COM 0.6%
Value ($000) $9,847 Shares 166,341 Est. Cost $32.65 Unrealized +69.6%
PM PHILLIP MORRIS INTL INC 0.6%
Value ($000) $9,622 Shares 79,949 Est. Cost $60.83 Unrealized +98.3%
ETN EATON CORP PLC SHS 0.6%
Value ($000) $9,544 Shares 28,757 Est. Cost $113.99 Unrealized +204.5%
ADBE ADOBE INC COM 0.5%
Value ($000) $9,352 Shares 21,032 Est. Cost $515.17 Unrealized -3.9%
DHI D R HORTON INC COM 0.5%
Value ($000) $9,252 Shares 66,171 Est. Cost $103.69 Unrealized +59.1%
CRM SALESFORCE INC COM 0.5%
Value ($000) $9,146 Shares 27,358 Est. Cost $256.40 Unrealized +23.5%
HD HOME DEPOT INC COM 0.5%
Value ($000) $8,844 Shares 22,736 Est. Cost $186.27 Unrealized +113.3%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.5%
Value ($000) $8,810 Shares 25,045 Est. Cost $185.37 Unrealized +91.4%
ORCL ORACLE CORP COM 0.5%
Value ($000) $8,656 Shares 51,946 Est. Cost $51.07 Unrealized +244.3%
HON HONEYWELL INTL INC COM 0.5%
Value ($000) $8,649 Shares 38,290 Est. Cost $161.86 Unrealized +25.8%
AXP AMERICAN EXPRESS CO COM 0.5%
Value ($000) $8,636 Shares 29,098 Est. Cost $74.53 Unrealized +280.5%
UNH UNITEDHEALTH GROUP INC COM 0.5%
Value ($000) $8,540 Shares 16,883 Est. Cost $239.27 Unrealized +131.1%
GRMN GARMIN LTD SHS 0.5%
Value ($000) $8,529 Shares 41,351 Est. Cost $153.22 Unrealized +25.6%
LLY ELI LILLY & CO COM 0.5%
Value ($000) $8,433 Shares 10,924 Est. Cost $207.16 Unrealized +296.4%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.5%
Value ($000) $8,416 Shares 308,039 Est. Cost $40.14 Unrealized
PH PARKER-HANNIFIN CORP COM 0.5%
Value ($000) $8,381 Shares 13,177 Est. Cost $120.48 Unrealized +443.8%
MCD MCDONALDS CORP COM 0.5%
Value ($000) $8,116 Shares 27,997 Est. Cost $160.41 Unrealized +80.9%
COST COSTCO WHSL CORP NEW COM 0.5%
Value ($000) $7,863 Shares 8,581 Est. Cost $439.09 Unrealized +110.1%
C CITIGROUP INC NEW 0.5%
Value ($000) $7,846 Shares 111,467 Est. Cost $60.45 Unrealized +8.1%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.4%
Value ($000) $7,598 Shares 132,070 Est. Cost $54.78 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.4%
Value ($000) $7,556 Shares 12,836 Est. Cost $412.80 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.4%
Value ($000) $7,050 Shares 13,552 Est. Cost $488.07 Unrealized +12.2%
NEE NEXTERA ENERGY INC COM 0.4%
Value ($000) $7,034 Shares 98,117 Est. Cost $64.11 Unrealized +17.0%
ITW ILLINOIS TOOL WKS INC COM 0.4%
Value ($000) $6,260 Shares 24,688 Est. Cost $197.16 Unrealized +30.5%
INVESCO BULLETSHARES 2025 MUNICIPAL BOND ETF 0.3%
Value ($000) $5,995 Shares 244,584 Est. Cost $24.40 Unrealized
BSMR INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF 0.3%
Value ($000) $5,913 Shares 250,543 Est. Cost $23.58 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.3%
Value ($000) $5,902 Shares 32,436 Est. Cost $128.65 Unrealized +46.8%
AJG GALLAGHER ARTHUR J & CO COM 0.3%
Value ($000) $5,804 Shares 20,446 Est. Cost $56.81 Unrealized +407.1%
BSMW INVESCO BULLETSHARES 2032 MUNICIPAL BOND ETF 0.3%
Value ($000) $5,504 Shares 219,372 Est. Cost $25.25 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.3%
Value ($000) $5,455 Shares 9,526 Est. Cost $175.19 Unrealized +211.0%
AMP AMERIPRISE FINL INC COM 0.3%
Value ($000) $5,316 Shares 9,984 Est. Cost $344.69 Unrealized +52.7%
RTX CORPORATION (FORMERLY RAYTHEON TECH) 0.3%
Value ($000) $5,302 Shares 45,815 Est. Cost $115.72 Unrealized
COP CONOCOPHILLIPS COM 0.3%
Value ($000) $5,300 Shares 53,447 Est. Cost $105.53 Unrealized -3.1%
LIN LINDE PLC SHS 0.3%
Value ($000) $5,221 Shares 12,472 Est. Cost $402.44 Unrealized +11.5%
CSX CSX CORP COM 0.3%
Value ($000) $5,176 Shares 160,384 Est. Cost $30.57 Unrealized +10.2%
MO ALTRIA GROUP INC 0.3%
Value ($000) $5,129 Shares 98,096 Est. Cost $37.07 Unrealized +31.7%
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $5,056 Shares 66,864 Est. Cost $76.63 Unrealized
AME AMETEK INC NEW COM 0.3%
Value ($000) $4,926 Shares 27,328 Est. Cost $170.82 Unrealized +5.8%
DISCOVER FINL SVCS COM 0.3%
Value ($000) $4,885 Shares 28,202 Est. Cost $122.33 Unrealized
DE DEERE & CO. 0.3%
Value ($000) $4,809 Shares 11,351 Est. Cost $360.61 Unrealized +14.8%
PSX PHILLIPS 66 COM 0.3%
Value ($000) $4,787 Shares 42,013 Est. Cost $58.61 Unrealized +108.2%
ADSK AUTODESK INC COM 0.3%
Value ($000) $4,783 Shares 16,184 Est. Cost $221.06 Unrealized +33.6%
ADI ANALOG DEVICES INC 0.3%
Value ($000) $4,623 Shares 21,758 Est. Cost $207.63 Unrealized +4.4%
WMT WALMART INC COM 0.3%
Value ($000) $4,558 Shares 50,453 Est. Cost $53.92 Unrealized +59.1%
VZ VERIZON COMMUNICATIONS INC COM 0.3%
Value ($000) $4,558 Shares 113,977 Est. Cost $35.08 Unrealized +12.3%
TSLA TESLA INC COM 0.3%
Value ($000) $4,548 Shares 11,261 Est. Cost $193.22 Unrealized +66.5%
BN BROOKFIELD CORP NVP 0.3%
Value ($000) $4,420 Shares 76,934 Est. Cost $26.61 Unrealized +40.6%
LEN LENNAR CORP CL A 0.3%
Value ($000) $4,351 Shares 31,908 Est. Cost $126.34 Unrealized +26.4%
NXPI NXP SEMICONDUCTORS 0.2%
Value ($000) $4,222 Shares 20,312 Est. Cost $250.12 Unrealized -11.0%
AZO AUTOZONE INC 0.2%
Value ($000) $4,198 Shares 1,311 Est. Cost $2724.78 Unrealized +16.2%
RTX RTX CORPORATION COM 0.2%
Value ($000) $4,145 Shares 35,818 Est. Cost $81.50 Unrealized +45.1%
MPC MARATHON PETE CORP COM 0.2%
Value ($000) $4,032 Shares 28,906 Est. Cost $121.70 Unrealized +22.3%
UNP UNION PAC CORP COM 0.2%
Value ($000) $4,029 Shares 17,667 Est. Cost $194.85 Unrealized +18.2%
AFL AFLAC INC COM 0.2%
Value ($000) $3,963 Shares 38,316 Est. Cost $64.74 Unrealized +64.4%
FTNT FORTINET INC COM 0.2%
Value ($000) $3,942 Shares 41,727 Est. Cost $64.25 Unrealized +38.4%
ISHARES IBONDS DEC 2033 0.2%
Value ($000) $3,916 Shares 165,796 Est. Cost $23.62 Unrealized
ROP ROPER INDS INC NEW 0.2%
Value ($000) $3,743 Shares 7,201 Est. Cost $533.24 Unrealized +2.1%
SBUX STARBUCKS CORPORATION 0.2%
Value ($000) $3,731 Shares 40,887 Est. Cost $59.41 Unrealized +58.1%
DUK DUKE ENERGY CORP NEW COM NEW 0.2%
Value ($000) $3,690 Shares 34,251 Est. Cost $76.36 Unrealized +42.5%
MDLZ MONDELEZ INTL INC CL A 0.2%
Value ($000) $3,654 Shares 61,173 Est. Cost $48.08 Unrealized +32.3%
OTIS OTIS WORLDWIDE CORP 0.2%
Value ($000) $3,646 Shares 39,370 Est. Cost $84.32 Unrealized +16.6%
DOW DOW INC COM 0.2%
Value ($000) $3,621 Shares 90,226 Est. Cost $45.73 Unrealized -6.1%
KO COCA COLA CO COM 0.2%
Value ($000) $3,619 Shares 58,120 Est. Cost $46.69 Unrealized +35.1%
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $3,557 Shares 18,970 Est. Cost $133.11 Unrealized +45.1%
STLD STEEL DYNAMICS INC COM 0.2%
Value ($000) $3,536 Shares 31,000 Est. Cost $97.72 Unrealized +33.5%
NUE NUCOR 0.2%
Value ($000) $3,535 Shares 30,286 Est. Cost $153.38 Unrealized -8.1%
EOG EOG RES INC COM 0.2%
Value ($000) $3,528 Shares 28,778 Est. Cost $117.34 Unrealized +5.1%
PNC PNC BANK CORP 0.2%
Value ($000) $3,364 Shares 17,444 Est. Cost $128.14 Unrealized +47.7%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $3,355 Shares 6,736 Est. Cost $423.77 Unrealized +18.7%
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $3,183 Shares 6,551 Est. Cost $486.52 Unrealized +8.4%
BSMQ INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETF 0.2%
Value ($000) $3,162 Shares 134,135 Est. Cost $23.57 Unrealized
EBAY EBAY INC. COM 0.2%
Value ($000) $3,156 Shares 50,942 Est. Cost $45.65 Unrealized +36.7%
BSMU INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF 0.2%
Value ($000) $3,139 Shares 144,523 Est. Cost $21.89 Unrealized
BSMT INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF 0.2%
Value ($000) $3,122 Shares 136,102 Est. Cost $23.03 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.2%
Value ($000) $3,096 Shares 61,463 Est. Cost $50.46 Unrealized
BSSX INVESCO BULLETSHARES 2033 MUNICIPAL BOND ETF 0.2%
Value ($000) $3,095 Shares 120,176 Est. Cost $26.20 Unrealized
WDAY WORKDAY INC CL A 0.2%
Value ($000) $3,022 Shares 11,713 Est. Cost $233.07 Unrealized +9.6%
CVS CVS HEALTH CORP COM 0.2%
Value ($000) $3,016 Shares 67,183 Est. Cost $59.22 Unrealized -9.4%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.2%
Value ($000) $2,982 Shares 16,905 Est. Cost $190.53 Unrealized +6.1%
CAT CATERPILLAR INC COM 0.2%
Value ($000) $2,889 Shares 7,965 Est. Cost $129.77 Unrealized +194.2%
REGN REGENERON PHARMACEUTICALS COM 0.2%
Value ($000) $2,846 Shares 3,996 Est. Cost $847.73 Unrealized -1.5%
BLK BLACKROCK INC NEW NPV 0.2%
Value ($000) $2,676 Shares 2,610 Est. Cost $900.45 Unrealized +10.1%
VRSK VERISK ANALYTICS INC COM 0.2%
Value ($000) $2,640 Shares 9,585 Est. Cost $237.75 Unrealized +16.1%
UPS UNITED PARCEL SERVICE INC CL B 0.2%
Value ($000) $2,625 Shares 20,816 Est. Cost $93.13 Unrealized +31.4%
VLO VALERO ENERGY CORP COM 0.2%
Value ($000) $2,580 Shares 21,050 Est. Cost $134.78 Unrealized -4.2%
MTD METTLER TOLEDO INTERNATIONAL COM 0.1%
Value ($000) $2,549 Shares 2,083 Est. Cost $1347.90 Unrealized -3.2%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $2,446 Shares 23,683 Est. Cost $111.09 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $2,382 Shares 5,077 Est. Cost $412.24 Unrealized +19.6%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $2,270 Shares 9,672 Est. Cost $173.54 Unrealized +43.2%
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $2,239 Shares 51,621 Est. Cost $37.71 Unrealized +12.2%
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $2,229 Shares 9,823 Est. Cost $189.44 Unrealized +18.9%
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.1%
Value ($000) $2,209 Shares 51,670 Est. Cost $41.45 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $2,179 Shares 17,583 Est. Cost $77.97 Unrealized +52.7%
NKE NIKE INC CL B 0.1%
Value ($000) $2,087 Shares 27,575 Est. Cost $87.23 Unrealized -12.3%
ASML ASML HOLDING NV 0.1%
Value ($000) $2,086 Shares 3,010 Est. Cost $1022.70 Unrealized
HIG HARTFORD FINL SVCS GROUP INC COM 0.1%
Value ($000) $2,076 Shares 18,975 Est. Cost $45.92 Unrealized +147.6%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $2,051 Shares 3,807 Est. Cost $481.00 Unrealized
DIS DISNEY WALT CO COM 0.1%
Value ($000) $2,024 Shares 18,174 Est. Cost $116.70 Unrealized -11.3%
PFE PFIZER INC COM 0.1%
Value ($000) $2,000 Shares 75,404 Est. Cost $27.75 Unrealized -9.5%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $1,999 Shares 6,829 Est. Cost $130.50 Unrealized +120.6%
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $1,998 Shares 8,706 Est. Cost $93.41 Unrealized +161.2%
ORI OLD REP INTL CORP COM 0.1%
Value ($000) $1,989 Shares 54,960 Est. Cost $12.59 Unrealized +149.8%
GDX VANECK GOLD MINERS ETF 0.1%
Value ($000) $1,922 Shares 56,694 Est. Cost $35.12 Unrealized
STZ CONSTELLATION BRANDS CLASS A 0.1%
Value ($000) $1,918 Shares 8,678 Est. Cost $248.34 Unrealized -6.9%
ARCC ARES CAPITAL CORP COM 0.1%
Value ($000) $1,854 Shares 84,714 Est. Cost $9.79 Unrealized +97.9%
DLR DIGITAL RLTY TR INC COM 0.1%
Value ($000) $1,785 Shares 10,067 Est. Cost $103.81 Unrealized +64.9%
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $1,778 Shares 8,454 Est. Cost $185.68 Unrealized +26.3%
VRSN VERISIGN INC COM 0.1%
Value ($000) $1,763 Shares 8,518 Est. Cost $199.32 Unrealized -6.3%
XYL XYLEM INC 0.1%
Value ($000) $1,723 Shares 14,855 Est. Cost $133.48 Unrealized -6.6%
NVS NOVARTIS AG SPONSORED ADR 0.1%
Value ($000) $1,703 Shares 17,503 Est. Cost $85.01 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $1,702 Shares 30,094 Est. Cost $37.10 Unrealized +41.7%
MARKEL GROUP INC FORMERLY MARKEL CO 0.1%
Value ($000) $1,669 Shares 967 Est. Cost $1575.60 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.1%
Value ($000) $1,661 Shares 10,265 Est. Cost $139.68 Unrealized
AMAT APPLIED MATERIALS INC 0.1%
Value ($000) $1,652 Shares 10,157 Est. Cost $161.45 Unrealized +11.0%
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $1,640 Shares 6,810 Est. Cost $144.00 Unrealized +70.0%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $1,638 Shares 5,648 Est. Cost $194.88 Unrealized +56.0%
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $1,506 Shares 5,702 Est. Cost $205.53 Unrealized
ROYCE SMALL CAP TRUST INC COM 0.1%
Value ($000) $1,497 Shares 94,773 Est. Cost $17.52 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $1,411 Shares 6,418 Est. Cost $101.46 Unrealized +113.2%
HPQ HP INC COM 0.1%
Value ($000) $1,389 Shares 42,573 Est. Cost $16.14 Unrealized +111.9%
D DOMINION RES INC VA NEW 0.1%
Value ($000) $1,376 Shares 25,556 Est. Cost $50.71 Unrealized +6.6%
IJR ISHARES CORE S&P SMALL CAP ETF 0.1%
Value ($000) $1,361 Shares 11,808 Est. Cost $100.57 Unrealized
CL COLGATE PALMOLIVE COMPANY 0.1%
Value ($000) $1,268 Shares 13,951 Est. Cost $79.25 Unrealized +17.4%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $1,251 Shares 7,679 Est. Cost $102.00 Unrealized +72.9%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.1%
Value ($000) $1,244 Shares 21,670 Est. Cost $47.26 Unrealized
DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 0.1%
Value ($000) $1,234 Shares 19,356 Est. Cost $51.83 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $1,228 Shares 4,238 Est. Cost $206.86 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $1,227 Shares 15,363 Est. Cost $78.14 Unrealized +7.3%
CP CANADIAN PACIFIC KANSAS CITY COM 0.1%
Value ($000) $1,222 Shares 16,880 Est. Cost $77.51 Unrealized -1.4%
ELV ELEVANCE HEALTH INC COM 0.1%
Value ($000) $1,211 Shares 3,282 Est. Cost $487.77 Unrealized -16.1%
GAIN GLADSTONE INVT CORP COM 0.1%
Value ($000) $1,198 Shares 90,418 Est. Cost $5.78 Unrealized +107.8%
CHE CHEMED CORPORATON 0.1%
Value ($000) $1,180 Shares 2,227 Est. Cost $568.90 Unrealized -1.4%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.1%
Value ($000) $1,177 Shares 20,520 Est. Cost $56.45 Unrealized +17.5%
ISRG INTUITIVE SURGICAL INC. 0.1%
Value ($000) $1,173 Shares 2,247 Est. Cost $398.28 Unrealized +30.8%
IRT INDEPENDENCE RLTY TR INC COM 0.1%
Value ($000) $1,171 Shares 59,025 Est. Cost $11.57 Unrealized
COHEN & STEERS REIT & PFD & IN COM 0.1%
Value ($000) $1,140 Shares 54,534 Est. Cost $23.75 Unrealized
T AT&T INC COM 0.1%
Value ($000) $1,124 Shares 49,365 Est. Cost $15.31 Unrealized +40.5%
CBRE CBRE GROUP INC CL A 0.1%
Value ($000) $1,096 Shares 8,351 Est. Cost $84.47 Unrealized +55.0%
TEL TE CONNECTIVITY PLC ORD SHS 0.1%
Value ($000) $1,077 Shares 7,535 Est. Cost $146.84 Unrealized -0.0%
UDR UDR INC COM 0.1%
Value ($000) $1,049 Shares 24,164 Est. Cost $35.31 Unrealized +19.8%
AMGN AMGEN INC 0.1%
Value ($000) $1,033 Shares 3,964 Est. Cost $215.52 Unrealized +32.7%
BITO PROSHARES BITCOIN ETF 0.1%
Value ($000) $1,029 Shares 45,191 Est. Cost $23.36 Unrealized
GPC GENUINE PARTS CO COM 0.1%
Value ($000) $1,018 Shares 8,723 Est. Cost $69.42 Unrealized +73.1%
CDNS CADENCE DESIGN SYSTEMS INC 0.1%
Value ($000) $1,009 Shares 3,359 Est. Cost $256.29 Unrealized +13.4%
WELL WELLTOWER INC COM 0.1%
Value ($000) $1,008 Shares 8,000 Est. Cost $62.42 Unrealized +106.2%
SYK STRYKER CORPORATION COM 0.1%
Value ($000) $982 Shares 2,727 Est. Cost $182.37 Unrealized +100.9%
ANET ARISTA NETWORKS INC NEW 0.1%
Value ($000) $975 Shares 8,820 Est. Cost $102.84 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $960 Shares 7,326 Est. Cost $97.30 Unrealized +33.7%
ABNB AIRBNB INC COM CL A 0.1%
Value ($000) $944 Shares 7,181 Est. Cost $117.60 Unrealized +14.5%
BROOKFIELD ASSET MGMT LTD CLASS A VOTING SHA 0.1%
Value ($000) $939 Shares 17,324 Est. Cost $38.04 Unrealized
MAS MASCO CORP COM 0.1%
Value ($000) $929 Shares 12,796 Est. Cost $35.00 Unrealized +124.0%
GM GENERAL MTRS CO COM 0.1%
Value ($000) $912 Shares 17,118 Est. Cost $35.25 Unrealized +46.8%
FORTINET INC 0.1%
Value ($000) $912 Shares 9,651 Est. Cost $94.48 Unrealized
CB CHUBB LIMITED COM 0.1%
Value ($000) $899 Shares 3,253 Est. Cost $227.27 Unrealized +23.8%
HSY HERSHEY CO COM 0.1%
Value ($000) $881 Shares 5,205 Est. Cost $233.00 Unrealized -25.8%
MNST MONSTER BEVERAGE CORP NEW COM 0.1%
Value ($000) $861 Shares 16,382 Est. Cost $41.91 Unrealized +26.5%
ACA ARCOSA INC COM 0.0%
Value ($000) $859 Shares 8,879 Est. Cost $35.11 Unrealized +185.5%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $859 Shares 8,171 Est. Cost $23.21 Unrealized +386.0%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $856 Shares 4,028 Est. Cost $87.21 Unrealized +149.7%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $850 Shares 2,072 Est. Cost $205.69 Unrealized
BX BLACKSTONE INC COM 0.0%
Value ($000) $841 Shares 4,876 Est. Cost $46.34 Unrealized +264.2%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $810 Shares 6,391 Est. Cost $119.63 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $801 Shares 4,155 Est. Cost $84.27 Unrealized +125.3%
MET METLIFE INC COM 0.0%
Value ($000) $793 Shares 9,684 Est. Cost $37.74 Unrealized +113.7%
CMI CUMMINS INC COM 0.0%
Value ($000) $763 Shares 2,189 Est. Cost $138.07 Unrealized +148.7%
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $751 Shares 2,960 Est. Cost $224.77 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $678 Shares 8,234 Est. Cost $38.64 Unrealized +118.7%
ENB ENBRIDGE INC NPV 0.0%
Value ($000) $677 Shares 15,968 Est. Cost $32.36 Unrealized +21.1%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $677 Shares 9,023 Est. Cost $156.93 Unrealized -50.7%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $676 Shares 3,993 Est. Cost $120.01 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $669 Shares 17,826 Est. Cost $40.79 Unrealized -1.9%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $669 Shares 4,769 Est. Cost $116.34 Unrealized +18.0%
QQQ INVESCO QQQ TRUST SERIES I 0.0%
Value ($000) $667 Shares 1,305 Est. Cost $310.82 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $628 Shares 11,840 Est. Cost $54.81 Unrealized +1.1%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $622 Shares 8,856 Est. Cost $66.78 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $621 Shares 9,736 Est. Cost $64.44 Unrealized -0.5%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $618 Shares 19,644 Est. Cost $34.19 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $617 Shares 8,955 Est. Cost $38.42 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $610 Shares 6,005 Est. Cost $70.87 Unrealized
TRN TRINITY INDS INC COM 0.0%
Value ($000) $598 Shares 17,050 Est. Cost $16.45 Unrealized +108.0%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $598 Shares 3,232 Est. Cost $153.58 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $594 Shares 7,727 Est. Cost $40.73 Unrealized +85.4%
MMM 3M CO COM 0.0%
Value ($000) $592 Shares 4,587 Est. Cost $91.40 Unrealized +40.4%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $590 Shares 3,957 Est. Cost $83.97 Unrealized +86.1%
VABK VIRGINIA NATL BANKSHARES CORP COM 0.0%
Value ($000) $569 Shares 14,902 Est. Cost $32.45 Unrealized +26.0%
GVI ISHARES INTERMED GOVT/CREDITBOND 0.0%
Value ($000) $562 Shares 5,394 Est. Cost $103.73 Unrealized
TRAVELERS COMPANIES INC 0.0%
Value ($000) $553 Shares 2,294 Est. Cost $240.88 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $536 Shares 26,724 Est. Cost $32.49 Unrealized -30.6%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $525 Shares 1,303 Est. Cost $370.57 Unrealized +25.1%
VERISIGN INC 0.0%
Value ($000) $525 Shares 2,535 Est. Cost $206.95 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $518 Shares 2,904 Est. Cost $96.49 Unrealized +76.9%
AEP AMERICAN ELECTRIC POWER CO 0.0%
Value ($000) $510 Shares 5,527 Est. Cost $82.62 Unrealized +12.7%
FTEC FIDELITY MSCI INFO TECH 0.0%
Value ($000) $506 Shares 2,739 Est. Cost $171.52 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $501 Shares 2,857 Est. Cost $135.27 Unrealized
MUB ISHARES NATIONAL MUNI BD 0.0%
Value ($000) $494 Shares 4,635 Est. Cost $106.55 Unrealized
HBAN HUNTINGTON BANKSHARES INC 0.0%
Value ($000) $476 Shares 29,265 Est. Cost $12.55 Unrealized +25.1%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $467 Shares 7,611 Est. Cost $35.62 Unrealized
FNB F N B CORP COM 0.0%
Value ($000) $440 Shares 29,800 Est. Cost $10.53 Unrealized +40.5%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $440 Shares 1,990 Est. Cost $165.54 Unrealized
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 0.0%
Value ($000) $432 Shares 21,484 Est. Cost $20.11 Unrealized
ADC AGREE RLTY CORP COM 0.0%
Value ($000) $426 Shares 6,040 Est. Cost $64.02 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $415 Shares 3,265 Est. Cost $127.19 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $385 Shares 4,892 Est. Cost $68.67 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $381 Shares 1,640 Est. Cost $194.99 Unrealized +12.7%
MS MORGAN STANLEY DEAN WITTER DISCOVER & CO 0.0%
Value ($000) $372 Shares 2,956 Est. Cost $90.80 Unrealized +31.6%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $367 Shares 7,593 Est. Cost $24.24 Unrealized
OSK OSHKOSH CORP COM 0.0%
Value ($000) $361 Shares 3,800 Est. Cost $70.02 Unrealized +46.2%
KELLANOVA COM 0.0%
Value ($000) $358 Shares 4,425 Est. Cost $41.80 Unrealized +87.0%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $353 Shares 5,637 Est. Cost $54.91 Unrealized
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $348 Shares 1,955 Est. Cost $290.43 Unrealized -30.2%
XXINSIXX INSIGHT SELECT INCOME FD COM 0.0%
Value ($000) $343 Shares 19,780 Est. Cost $20.34 Unrealized
J JACOBS SOLUTIONS INC COM 0.0%
Value ($000) $331 Shares 2,475 Est. Cost $104.20 Unrealized +30.7%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value ($000) $323 Shares 2,321 Est. Cost $127.48 Unrealized
SANDY SPRING BANCORP INC COM 0.0%
Value ($000) $320 Shares 9,507 Est. Cost $23.18 Unrealized
ABRDN LIFE SCIENCES INVESTORS SH BEN INT 0.0%
Value ($000) $317 Shares 24,148 Est. Cost $19.31 Unrealized
DFLV DIMENSIONAL US LARGE CAP VALUE ETF 0.0%
Value ($000) $316 Shares 10,516 Est. Cost $29.03 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $316 Shares 1,653 Est. Cost $161.19 Unrealized
USB US BANCORP 0.0%
Value ($000) $303 Shares 6,345 Est. Cost $37.76 Unrealized +23.5%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $303 Shares 3,334 Est. Cost $89.58 Unrealized +9.5%
AZN ASTRAZENECA PLC NPV ADR 0.0%
Value ($000) $300 Shares 4,579 Est. Cost $77.98 Unrealized
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $298 Shares 1,298 Est. Cost $199.50 Unrealized +13.5%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $294 Shares 1,266 Est. Cost $173.60 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $289 Shares 5,099 Est. Cost $61.87 Unrealized
INVESCO QQQ UNIT SER 1 0.0%
Value ($000) $280 Shares 548 Est. Cost $511.22 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $278 Shares 5,542 Est. Cost $50.11 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $277 Shares 1,350 Est. Cost $145.64 Unrealized +40.2%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $275 Shares 745 Est. Cost $267.07 Unrealized +47.4%
DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF 0.0%
Value ($000) $273 Shares 10,546 Est. Cost $26.41 Unrealized
IUSB ETF ISHARES TTL CORE US BND 0.0%
Value ($000) $270 Shares 5,980 Est. Cost $45.22 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $269 Shares 1,992 Est. Cost $134.72 Unrealized +1.4%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $266 Shares 9,772 Est. Cost $26.55 Unrealized +6.5%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $262 Shares 994 Est. Cost $143.39 Unrealized +96.6%
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $261 Shares 1,567 Est. Cost $119.70 Unrealized +48.0%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $254 Shares 1,387 Est. Cost $188.46 Unrealized +5.2%
KMX CARMAX INC COM 0.0%
Value ($000) $253 Shares 3,096 Est. Cost $66.93 Unrealized +17.4%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $247 Shares 3,617 Est. Cost $42.52 Unrealized +75.0%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $246 Shares 3,240 Est. Cost $134.54 Unrealized -42.9%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $244 Shares 2,731 Est. Cost $40.91 Unrealized +131.7%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $242 Shares 713 Est. Cost $264.03 Unrealized +40.0%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value ($000) $242 Shares 1,895 Est. Cost $127.59 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $242 Shares 750 Est. Cost $288.03 Unrealized
IPERIONX LIMITED 0.0%
Value ($000) $241 Shares 7,000 Est. Cost $34.39 Unrealized
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $241 Shares 892 Est. Cost $218.15 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $240 Shares 5,060 Est. Cost $19.18 Unrealized +141.6%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $232 Shares 1,800 Est. Cost $115.30 Unrealized
MTB M & T BK CORP COM 0.0%
Value ($000) $231 Shares 1,230 Est. Cost $159.11 Unrealized +20.8%
IT GARTNER INC. 0.0%
Value ($000) $231 Shares 476 Est. Cost $444.91 Unrealized +15.9%
BLACKROCK CORE BD TR SHS BEN INT 0.0%
Value ($000) $230 Shares 22,030 Est. Cost $13.29 Unrealized
BRX BRIXMOR PPTY GROUP INC COM 0.0%
Value ($000) $226 Shares 8,125 Est. Cost $27.86 Unrealized
SHY ISHARES 1-3 YR TREASURY BOND 0.0%
Value ($000) $224 Shares 2,736 Est. Cost $81.65 Unrealized
SYY SYSCO CORPORATION 0.0%
Value ($000) $221 Shares 2,885 Est. Cost $71.17 Unrealized +3.9%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $216 Shares 5,632 Est. Cost $33.43 Unrealized +21.2%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $214 Shares 4,329 Est. Cost $49.70 Unrealized
PLD PROLOGIS INC 0.0%
Value ($000) $213 Shares 2,019 Est. Cost $104.48 Unrealized +5.4%
IEF ISHARES 7-10 YEAR TRES ETF 0.0%
Value ($000) $211 Shares 2,281 Est. Cost $93.65 Unrealized
IJH ISHARES S&P MIDCAP 400 0.0%
Value ($000) $211 Shares 3,380 Est. Cost $62.31 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $209 Shares 1,674 Est. Cost $123.62 Unrealized
BLACKROCK TAX MUNICPAL BD TR SHS 0.0%
Value ($000) $206 Shares 12,785 Est. Cost $24.95 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $204 Shares 508 Est. Cost $401.58 Unrealized
MSCI MSCI INC COM 0.0%
Value ($000) $203 Shares 339 Est. Cost $484.30 Unrealized +22.2%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $202 Shares 2,213 Est. Cost $81.61 Unrealized +19.2%
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $201 Shares 697 Est. Cost $223.39 Unrealized
WSBC WESBANCO INC COM 0.0%
Value ($000) $201 Shares 6,171 Est. Cost $33.12 Unrealized 0.0%
HOFT HOOKER FURNITURE CORP 0.0%
Value ($000) $191 Shares 13,640 Est. Cost $17.52 Unrealized -4.0%
MORGAN STANLEY EMERGING MKTS COM 0.0%
Value ($000) $49 Shares 10,700 Est. Cost $6.03 Unrealized
AMPLIFY ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $25 Shares 11,320 Est. Cost $2.24 Unrealized