PARK NATIONAL CORP /OH/ Diversified Active

CIK: 0000805676 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 2, 2025

Total Value ($000): $2,719,646 (100.0% shares, 0.0% debt)

Holdings (290)

PRK Park National Corporation 6.1%
Value ($000) $165,233 Shares 1,091,364 Est. Cost $74.44 Unrealized +120.4%
AAPL Apple Inc 4.0%
Value ($000) $108,463 Shares 488,285 Est. Cost $85.76 Unrealized +169.1%
SDVY First Trust SMID Cap Rising Di 3.8%
Value ($000) $103,786 Shares 3,098,076 Est. Cost $35.45 Unrealized
MSFT Microsoft Corporation 3.6%
Value ($000) $97,447 Shares 259,590 Est. Cost $27.14 Unrealized +1392.5%
JPM JPMorgan Chase & Co 3.3%
Value ($000) $90,225 Shares 367,814 Est. Cost $38.37 Unrealized +553.9%
NVDA NVIDIA Corporation 3.1%
Value ($000) $84,682 Shares 781,342 Est. Cost $90.26 Unrealized +40.4%
TTWO Take-Two Interactive Software 2.1%
Value ($000) $57,691 Shares 278,362 Est. Cost $133.79 Unrealized +49.3%
GOOGL Alphabet Inc Class A 2.1%
Value ($000) $57,427 Shares 371,359 Est. Cost $112.31 Unrealized +60.9%
CSCO Cisco Systems Inc 1.9%
Value ($000) $52,939 Shares 857,875 Est. Cost $34.53 Unrealized +74.0%
WM Waste Management Inc 1.7%
Value ($000) $47,072 Shares 203,328 Est. Cost $125.84 Unrealized +73.5%
FPE First Trust Preferred Securiti 1.6%
Value ($000) $44,497 Shares 2,529,670 Est. Cost $19.93 Unrealized
FTCS First Trust Capital Strength E 1.6%
Value ($000) $42,279 Shares 471,648 Est. Cost $67.73 Unrealized
PG Procter & Gamble Company 1.6%
Value ($000) $42,219 Shares 247,737 Est. Cost $69.53 Unrealized +135.8%
DE Deere & Company 1.5%
Value ($000) $41,596 Shares 88,625 Est. Cost $344.58 Unrealized +33.9%
ADI Analog Devices Inc 1.5%
Value ($000) $39,896 Shares 197,830 Est. Cost $142.88 Unrealized +49.0%
MCD McDonald's Corporation 1.4%
Value ($000) $39,013 Shares 124,894 Est. Cost $173.19 Unrealized +69.1%
ACN Accenture PLC Class A 1.4%
Value ($000) $38,780 Shares 124,279 Est. Cost $219.70 Unrealized +59.1%
V Visa Inc Class A 1.4%
Value ($000) $38,178 Shares 108,937 Est. Cost $163.41 Unrealized +105.8%
AMZN Amazon.com Inc 1.3%
Value ($000) $34,249 Shares 180,013 Est. Cost $128.58 Unrealized +68.8%
TJX TJX Companies Inc 1.3%
Value ($000) $34,138 Shares 280,277 Est. Cost $66.48 Unrealized +80.6%
DSTL Distillate US Fundamental Stab 1.2%
Value ($000) $33,180 Shares 611,727 Est. Cost $52.55 Unrealized
VGT Vanguard Information Technolog 1.2%
Value ($000) $33,080 Shares 60,991 Est. Cost $332.24 Unrealized
CDNS Cadence Design Systems Inc 1.2%
Value ($000) $32,186 Shares 126,554 Est. Cost $237.70 Unrealized +17.0%
ICE Intercontinental Exchange Inc 1.2%
Value ($000) $31,754 Shares 184,084 Est. Cost $82.07 Unrealized +97.5%
ABT Abbott Laboratories 1.2%
Value ($000) $31,543 Shares 237,788 Est. Cost $44.10 Unrealized +184.5%
DHI DR Horton Inc 1.2%
Value ($000) $31,485 Shares 247,656 Est. Cost $78.96 Unrealized +68.1%
KO Coca-Cola Company 1.1%
Value ($000) $30,107 Shares 420,369 Est. Cost $38.61 Unrealized +68.3%
BLK Blackrock Inc 1.1%
Value ($000) $29,938 Shares 31,631 Est. Cost $961.85 Unrealized 0.0%
PANW Palo Alto Networks Inc 1.1%
Value ($000) $29,486 Shares 172,799 Est. Cost $169.73 Unrealized +8.9%
SPGI S&P Global Inc 1.1%
Value ($000) $29,111 Shares 57,294 Est. Cost $289.08 Unrealized +75.6%
COST Costco Wholesale Corporation 1.1%
Value ($000) $29,017 Shares 30,680 Est. Cost $328.07 Unrealized +195.8%
CVX Chevron Corp 1.0%
Value ($000) $27,891 Shares 166,724 Est. Cost $72.50 Unrealized +107.6%
CRM Salesforce Inc 1.0%
Value ($000) $27,810 Shares 103,631 Est. Cost $254.44 Unrealized +21.4%
CMG Chipotle Mexican Grill Inc 1.0%
Value ($000) $27,387 Shares 545,453 Est. Cost $60.54 Unrealized -10.2%
ANET Arista Networks Inc 1.0%
Value ($000) $27,053 Shares 349,159 Est. Cost $101.39 Unrealized 0.0%
META Meta Platforms Inc Class A 1.0%
Value ($000) $26,790 Shares 46,482 Est. Cost $573.56 Unrealized +12.2%
ABBV AbbVie Inc 1.0%
Value ($000) $26,645 Shares 127,173 Est. Cost $94.72 Unrealized +100.0%
XOM Exxon Mobil Corporation 0.9%
Value ($000) $25,727 Shares 216,321 Est. Cost $61.94 Unrealized +73.1%
BRK/B Berkshire Hathaway Inc Class B 0.9%
Value ($000) $25,532 Shares 47,940 Est. Cost $390.68 Unrealized +24.4%
SCHW Schwab (Charles) Corporation 0.9%
Value ($000) $24,924 Shares 318,400 Est. Cost $67.79 Unrealized +14.6%
NEE NextEra Energy Inc 0.9%
Value ($000) $23,648 Shares 333,585 Est. Cost $63.74 Unrealized +7.7%
TDIV First Trust NASDAQ Tech Divide 0.8%
Value ($000) $22,567 Shares 306,575 Est. Cost $1219.38 Unrealized
UCON First Trust TCW Unconstrained 0.8%
Value ($000) $21,887 Shares 884,325 Est. Cost $24.40 Unrealized
FVD First Trust Value Line Dividen 0.8%
Value ($000) $21,612 Shares 484,690 Est. Cost $1800.36 Unrealized
LMT Lockheed Martin Corporation 0.8%
Value ($000) $21,258 Shares 47,589 Est. Cost $416.02 Unrealized +7.8%
MPWR Monolithic Power Systems Inc 0.7%
Value ($000) $19,507 Shares 33,634 Est. Cost $624.99 Unrealized 0.0%
JNJ Johnson & Johnson 0.6%
Value ($000) $17,665 Shares 106,516 Est. Cost $62.04 Unrealized +145.7%
SYK Stryker Corporation 0.6%
Value ($000) $17,636 Shares 47,378 Est. Cost $166.06 Unrealized +127.1%
DHR Danaher Corporation 0.6%
Value ($000) $17,173 Shares 83,769 Est. Cost $68.40 Unrealized +217.2%
RDVI FT Cboe Vest Rising Div Achiev 0.6%
Value ($000) $16,609 Shares 700,203 Est. Cost $22.53 Unrealized
RDVY First Trust Rising Dividend Ac 0.6%
Value ($000) $16,534 Shares 282,437 Est. Cost $45.24 Unrealized
VOX Vanguard Communication Service 0.6%
Value ($000) $15,732 Shares 106,017 Est. Cost $108.64 Unrealized
COP ConocoPhillips 0.6%
Value ($000) $15,687 Shares 149,374 Est. Cost $41.97 Unrealized +130.6%
BRK/A Berkshire Hathaway Inc Class A 0.6%
Value ($000) $15,170 Shares 19 Est. Cost $208776.58 Unrealized +249.3%
LIN Linde PLC 0.6%
Value ($000) $15,154 Shares 32,544 Est. Cost $448.71 Unrealized -0.9%
FTSM First Trust Enhanced Short Mat 0.5%
Value ($000) $14,706 Shares 245,760 Est. Cost $59.82 Unrealized
ZTS Zoetis Inc 0.5%
Value ($000) $14,252 Shares 86,562 Est. Cost $96.80 Unrealized +70.0%
CVS CVS Health Corporation 0.5%
Value ($000) $13,903 Shares 205,210 Est. Cost $53.15 Unrealized +9.1%
HYLS First Trust Tactical High Yiel 0.5%
Value ($000) $13,361 Shares 325,551 Est. Cost $47.03 Unrealized
VTI Vanguard Total Stock Market ET 0.5%
Value ($000) $13,057 Shares 47,506 Est. Cost $227.80 Unrealized
IVV iShares Core S&P 500 ETF 0.5%
Value ($000) $12,984 Shares 23,108 Est. Cost $286.87 Unrealized
GEV GE Vernova Inc 0.5%
Value ($000) $12,762 Shares 41,803 Est. Cost $339.23 Unrealized +2.6%
SLB Schlumberger Limited 0.5%
Value ($000) $12,408 Shares 296,851 Est. Cost $35.22 Unrealized +13.3%
HD Home Depot Inc 0.4%
Value ($000) $11,786 Shares 32,160 Est. Cost $59.33 Unrealized +541.7%
CAH Cardinal Health Inc 0.4%
Value ($000) $11,598 Shares 84,187 Est. Cost $100.50 Unrealized +25.3%
MDT Medtronic PLC 0.4%
Value ($000) $11,393 Shares 126,782 Est. Cost $78.74 Unrealized +11.0%
AZN AstraZeneca PLC Sponsored ADR 0.4%
Value ($000) $10,858 Shares 147,725 Est. Cost $56.75 Unrealized
MCK McKesson Corporation 0.4%
Value ($000) $10,791 Shares 16,035 Est. Cost $264.78 Unrealized +132.6%
MKC McCormick & Company Inc 0.4%
Value ($000) $10,673 Shares 129,663 Est. Cost $76.37 Unrealized 0.0%
FGD First Trust Dow Jones Global S 0.4%
Value ($000) $10,410 Shares 430,153 Est. Cost $23.36 Unrealized
AMT American Tower Corporation REI 0.4%
Value ($000) $10,395 Shares 47,770 Est. Cost $154.54 Unrealized +22.6%
COR Cencora Inc 0.4%
Value ($000) $10,382 Shares 37,334 Est. Cost $203.07 Unrealized +22.9%
HCA HCA Healthcare Inc 0.4%
Value ($000) $10,161 Shares 29,404 Est. Cost $226.60 Unrealized +40.9%
FTGS First Trust Growth Strength ET 0.4%
Value ($000) $9,990 Shares 335,785 Est. Cost $25.18 Unrealized
ADP Automatic Data Processing Inc 0.3%
Value ($000) $9,225 Shares 30,193 Est. Cost $64.46 Unrealized +358.3%
LLY Lilly (Eli) & Company 0.3%
Value ($000) $8,957 Shares 10,845 Est. Cost $90.80 Unrealized +810.5%
BDX Becton Dickinson & Co 0.3%
Value ($000) $8,763 Shares 38,256 Est. Cost $237.03 Unrealized -4.1%
VAW Vanguard Materials ETF 0.3%
Value ($000) $8,428 Shares 44,637 Est. Cost $186.16 Unrealized
FANG Diamondback Energy Inc 0.3%
Value ($000) $8,232 Shares 51,491 Est. Cost $181.91 Unrealized -13.6%
PEP PepsiCo Inc 0.3%
Value ($000) $8,164 Shares 54,446 Est. Cost $57.41 Unrealized +149.9%
HAL Halliburton Company 0.3%
Value ($000) $8,144 Shares 321,003 Est. Cost $28.64 Unrealized -10.7%
FIXD First Tr TCW Opportunistic Fix 0.3%
Value ($000) $7,819 Shares 178,358 Est. Cost $43.75 Unrealized
O Realty Income Corp 0.3%
Value ($000) $7,189 Shares 123,932 Est. Cost $54.14 Unrealized -2.9%
ECL Ecolab Inc 0.2%
Value ($000) $6,573 Shares 25,925 Est. Cost $180.52 Unrealized +38.3%
EMR Emerson Electric Company 0.2%
Value ($000) $6,445 Shares 58,779 Est. Cost $42.35 Unrealized +180.5%
EMLP First Trust North Amer Energy 0.2%
Value ($000) $6,441 Shares 171,800 Est. Cost $25.17 Unrealized
BRO Brown & Brown Inc 0.2%
Value ($000) $6,423 Shares 51,634 Est. Cost $18.96 Unrealized +486.0%
APD Air Products & Chemicals Inc 0.2%
Value ($000) $5,923 Shares 20,085 Est. Cost $101.88 Unrealized +194.8%
COF Capital One Financial Corporat 0.2%
Value ($000) $5,713 Shares 31,865 Est. Cost $186.79 Unrealized 0.0%
CTAS Cintas Corporation 0.2%
Value ($000) $5,602 Shares 27,256 Est. Cost $158.42 Unrealized +24.8%
VCR Vanguard Consumer Discretionar 0.2%
Value ($000) $5,562 Shares 17,086 Est. Cost $221.27 Unrealized
VNQ Vanguard Real Estate ETF 0.2%
Value ($000) $5,560 Shares 61,408 Est. Cost $17576.59 Unrealized
VOO Vanguard S&P 500 ETF 0.2%
Value ($000) $5,313 Shares 10,338 Est. Cost $325.51 Unrealized
RPM RPM International Inc 0.2%
Value ($000) $5,171 Shares 44,702 Est. Cost $79.46 Unrealized +53.0%
PNC PNC Financial Services Group 0.2%
Value ($000) $4,882 Shares 27,775 Est. Cost $106.50 Unrealized +72.1%
DIS Disney (Walt) Company 0.2%
Value ($000) $4,708 Shares 47,696 Est. Cost $102.58 Unrealized +3.6%
BIV Vanguard Intermediate-Term Bon 0.2%
Value ($000) $4,606 Shares 60,150 Est. Cost $73.39 Unrealized
MRK Merck & Company Inc (New) 0.2%
Value ($000) $4,599 Shares 51,233 Est. Cost $36.98 Unrealized +143.7%
AXP American Express Co 0.2%
Value ($000) $4,502 Shares 16,733 Est. Cost $66.94 Unrealized +336.9%
VEA Vanguard FTSE Developed Market 0.2%
Value ($000) $4,458 Shares 87,701 Est. Cost $44.46 Unrealized
CSX CSX Corporation 0.2%
Value ($000) $4,446 Shares 151,081 Est. Cost $27.69 Unrealized +13.1%
TT Trane Technologies PLC 0.2%
Value ($000) $4,381 Shares 13,003 Est. Cost $152.86 Unrealized +134.9%
FTRI FT Indxx Global Natural Resour 0.2%
Value ($000) $4,285 Shares 323,678 Est. Cost $12.67 Unrealized
TGT Target Corporation 0.1%
Value ($000) $3,938 Shares 37,738 Est. Cost $53.70 Unrealized +123.8%
VIS Vanguard Industrials ETF 0.1%
Value ($000) $3,916 Shares 15,821 Est. Cost $199.35 Unrealized
VHT Vanguard Health Care ETF 0.1%
Value ($000) $3,884 Shares 14,672 Est. Cost $247.97 Unrealized
HYGV FlexShares High Yield Value-Sc 0.1%
Value ($000) $3,775 Shares 93,476 Est. Cost $40.38 Unrealized
VFH Vanguard Financials ETF 0.1%
Value ($000) $3,753 Shares 31,416 Est. Cost $82.17 Unrealized
HBAN Huntington Bancshares Inc 0.1%
Value ($000) $3,646 Shares 242,876 Est. Cost $8.87 Unrealized +75.1%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $3,642 Shares 6,511 Est. Cost $407.96 Unrealized
IBM International Business Machine 0.1%
Value ($000) $3,483 Shares 14,007 Est. Cost $113.71 Unrealized +110.5%
CB Chubb Ltd (New) 0.1%
Value ($000) $3,365 Shares 11,142 Est. Cost $99.61 Unrealized +177.3%
FYX First Trust Small Cap Core Alp 0.1%
Value ($000) $3,285 Shares 36,467 Est. Cost $5646.76 Unrealized
GD General Dynamics Corporation 0.1%
Value ($000) $3,264 Shares 11,976 Est. Cost $136.20 Unrealized +87.8%
NKE Nike Inc Class B 0.1%
Value ($000) $3,159 Shares 49,764 Est. Cost $48.51 Unrealized +48.5%
TXN Texas Instruments Inc 0.1%
Value ($000) $3,081 Shares 17,148 Est. Cost $25.75 Unrealized +607.7%
BAC Bank of America Corp 0.1%
Value ($000) $3,065 Shares 73,453 Est. Cost $12.62 Unrealized +245.6%
UNP Union Pacific Corporation 0.1%
Value ($000) $3,027 Shares 12,814 Est. Cost $77.35 Unrealized +204.6%
GPC Genuine Parts Company 0.1%
Value ($000) $2,879 Shares 24,165 Est. Cost $62.60 Unrealized +86.6%
MMM 3M Company 0.1%
Value ($000) $2,864 Shares 19,499 Est. Cost $77.94 Unrealized +85.5%
TDTT FlexShares iBoxx 3-Year Target 0.1%
Value ($000) $2,714 Shares 111,340 Est. Cost $24.32 Unrealized
CAT Caterpillar Inc 0.1%
Value ($000) $2,712 Shares 8,222 Est. Cost $88.67 Unrealized +296.9%
MPC Marathon Petroleum Corporation 0.1%
Value ($000) $2,574 Shares 17,666 Est. Cost $109.12 Unrealized +33.0%
WMT Walmart Inc 0.1%
Value ($000) $2,326 Shares 26,490 Est. Cost $46.25 Unrealized +101.0%
HON Honeywell International Inc 0.1%
Value ($000) $2,280 Shares 10,767 Est. Cost $129.49 Unrealized +53.2%
DVY iShares Select Dividend ETF 0.1%
Value ($000) $2,258 Shares 16,815 Est. Cost $19637.14 Unrealized
VDE Vanguard Energy ETF 0.1%
Value ($000) $2,133 Shares 16,442 Est. Cost $121.32 Unrealized
GE GE Aerospace 0.1%
Value ($000) $2,126 Shares 10,623 Est. Cost $62.95 Unrealized +210.9%
GRC Gorman-Rupp Company 0.1%
Value ($000) $2,113 Shares 60,197 Est. Cost $26.04 Unrealized +44.3%
AVGO Broadcom Inc 0.1%
Value ($000) $1,942 Shares 11,600 Est. Cost $147.12 Unrealized +42.6%
ITW Illinois Tool Works Inc 0.1%
Value ($000) $1,929 Shares 7,777 Est. Cost $59.05 Unrealized +324.6%
MZTI Lancaster Colony Corporation 0.1%
Value ($000) $1,925 Shares 11,000 Est. Cost $89.60 Unrealized +101.2%
CINF Cincinnati Financial Corporati 0.1%
Value ($000) $1,874 Shares 12,686 Est. Cost $36.35 Unrealized +278.7%
GDX VanEck Gold Miners ETF (USA) 0.1%
Value ($000) $1,839 Shares 40,000 Est. Cost $32.51 Unrealized
DUK Duke Energy Corporation (New) 0.1%
Value ($000) $1,838 Shares 15,069 Est. Cost $45.08 Unrealized +145.2%
T AT&T Inc 0.1%
Value ($000) $1,775 Shares 62,774 Est. Cost $15.16 Unrealized +60.7%
NSC Norfolk Southern Corporation 0.1%
Value ($000) $1,744 Shares 7,363 Est. Cost $86.33 Unrealized +177.2%
BNDC FlexShares Core Select Bond ET 0.1%
Value ($000) $1,722 Shares 77,525 Est. Cost $24.38 Unrealized
NFRA FlexShares STOXX Global Broad 0.1%
Value ($000) $1,701 Shares 29,519 Est. Cost $52.24 Unrealized
SHEL Shell PLC Sponsored ADR 0.1%
Value ($000) $1,698 Shares 23,165 Est. Cost $56.53 Unrealized
FUN Six Flags Entertainment Corp. 0.1%
Value ($000) $1,693 Shares 47,450 Est. Cost $43.85 Unrealized -3.0%
GQRE FlexShares Global Quality Real 0.1%
Value ($000) $1,684 Shares 29,063 Est. Cost $58.77 Unrealized
INTC Intel Corporation 0.1%
Value ($000) $1,679 Shares 73,953 Est. Cost $22.84 Unrealized -4.2%
SHW Sherwin-Williams Company 0.1%
Value ($000) $1,665 Shares 4,769 Est. Cost $269.85 Unrealized +29.0%
DAL Delta Air Lines Inc 0.1%
Value ($000) $1,582 Shares 36,291 Est. Cost $43.04 Unrealized +36.2%
ORCL Oracle Corporation 0.1%
Value ($000) $1,574 Shares 11,260 Est. Cost $29.50 Unrealized +447.8%
QCOM QUALCOMM Inc 0.1%
Value ($000) $1,549 Shares 10,087 Est. Cost $121.94 Unrealized +31.0%
NVS Novartis AG Sponsored ADR 0.1%
Value ($000) $1,543 Shares 13,845 Est. Cost $56763.66 Unrealized
PFE Pfizer Inc 0.1%
Value ($000) $1,509 Shares 59,551 Est. Cost $24.90 Unrealized -0.8%
GOOG Alphabet Inc Class C 0.1%
Value ($000) $1,439 Shares 9,208 Est. Cost $113.23 Unrealized +61.2%
PCAR PACCAR Inc 0.1%
Value ($000) $1,420 Shares 14,582 Est. Cost $56.04 Unrealized +83.7%
LOW Lowe's Companies Inc 0.1%
Value ($000) $1,409 Shares 6,043 Est. Cost $73.67 Unrealized +228.6%
VZ Verizon Communications Inc 0.1%
Value ($000) $1,397 Shares 30,793 Est. Cost $32.51 Unrealized +21.7%
VUG Vanguard Growth ETF 0.1%
Value ($000) $1,395 Shares 3,761 Est. Cost $246.71 Unrealized
VDC Vanguard Consumer Staples ETF 0.0%
Value ($000) $1,345 Shares 6,146 Est. Cost $191.60 Unrealized
USB US Bancorp (DE) 0.0%
Value ($000) $1,327 Shares 31,440 Est. Cost $24.65 Unrealized +79.3%
BK Bank of New York Mellon Corp 0.0%
Value ($000) $1,326 Shares 15,809 Est. Cost $35.13 Unrealized +135.0%
QLC FlexShares US Quality Large Ca 0.0%
Value ($000) $1,313 Shares 20,582 Est. Cost $35.12 Unrealized
UPS United Parcel Service Inc Clas 0.0%
Value ($000) $1,278 Shares 11,615 Est. Cost $67.34 Unrealized +67.3%
FPEI First Trust Inst Preferred Sec 0.0%
Value ($000) $1,263 Shares 67,555 Est. Cost $18.77 Unrealized
BMY Bristol-Myers Squibb Company 0.0%
Value ($000) $1,259 Shares 20,649 Est. Cost $35.33 Unrealized +57.0%
MO Altria Group Inc 0.0%
Value ($000) $1,216 Shares 20,260 Est. Cost $30.28 Unrealized +68.5%
PM Philip Morris International In 0.0%
Value ($000) $1,198 Shares 7,549 Est. Cost $66.69 Unrealized +105.4%
FNX First Trust Mid Cap Core Alpha 0.0%
Value ($000) $1,180 Shares 10,829 Est. Cost $9446.24 Unrealized
VXF Vanguard Extended Market ETF 0.0%
Value ($000) $1,121 Shares 6,505 Est. Cost $135.00 Unrealized
AEP American Electric Power Co 0.0%
Value ($000) $1,120 Shares 10,253 Est. Cost $55.64 Unrealized +76.9%
VB Vanguard Small-Cap ETF 0.0%
Value ($000) $1,088 Shares 4,905 Est. Cost $184.85 Unrealized
ADBE Adobe Inc 0.0%
Value ($000) $1,068 Shares 2,784 Est. Cost $261.45 Unrealized +64.0%
FITB Fifth Third Bancorp 0.0%
Value ($000) $1,058 Shares 26,988 Est. Cost $19.50 Unrealized +108.7%
VYM Vanguard High Dividend Yield E 0.0%
Value ($000) $1,042 Shares 8,077 Est. Cost $108.44 Unrealized
ALL Allstate Corp 0.0%
Value ($000) $1,026 Shares 4,954 Est. Cost $66.71 Unrealized +186.7%
EFA iShares MSCI EAFE ETF 0.0%
Value ($000) $983 Shares 12,028 Est. Cost $29477.02 Unrealized
WFC Wells Fargo & Co (New) 0.0%
Value ($000) $978 Shares 13,619 Est. Cost $37.31 Unrealized +97.5%
AJG Arthur J Gallagher & Co 0.0%
Value ($000) $960 Shares 2,781 Est. Cost $35.38 Unrealized +785.6%
QQQ Invesco QQQ Trust Series 1 0.0%
Value ($000) $957 Shares 2,041 Est. Cost $325.59 Unrealized
VWO Vanguard FTSE Emerging Markets 0.0%
Value ($000) $953 Shares 21,050 Est. Cost $40.01 Unrealized
MNST Monster Beverage Corporation 0.0%
Value ($000) $940 Shares 16,059 Est. Cost $54.86 Unrealized -5.0%
FEX First Trust Large Cap Core Alp 0.0%
Value ($000) $936 Shares 9,135 Est. Cost $10182.70 Unrealized
QQEW First Tr NASDAQ-100 Equal Weig 0.0%
Value ($000) $928 Shares 7,671 Est. Cost $122.30 Unrealized
UNH UnitedHealth Group Inc 0.0%
Value ($000) $910 Shares 1,737 Est. Cost $142.93 Unrealized +249.5%
RTX RTX Corporation 0.0%
Value ($000) $900 Shares 6,793 Est. Cost $69.45 Unrealized +79.7%
VIG Vanguard Dividend Appreciation 0.0%
Value ($000) $885 Shares 4,560 Est. Cost $151.85 Unrealized
GUNR FlexShares Morningstar Glbl Up 0.0%
Value ($000) $880 Shares 22,683 Est. Cost $603.44 Unrealized
CMCSA Comcast Corporation Class A 0.0%
Value ($000) $856 Shares 23,210 Est. Cost $39.10 Unrealized -10.4%
SYY Sysco Corporation 0.0%
Value ($000) $853 Shares 11,363 Est. Cost $49.28 Unrealized +44.7%
IYW iShares U.S. Technology ETF 0.0%
Value ($000) $850 Shares 6,050 Est. Cost $18977.90 Unrealized
PAYX Paychex Inc 0.0%
Value ($000) $843 Shares 5,463 Est. Cost $42.14 Unrealized +239.7%
KR Kroger Co 0.0%
Value ($000) $835 Shares 12,331 Est. Cost $35.20 Unrealized +76.9%
GLD SPDR Gold Shares ETF 0.0%
Value ($000) $796 Shares 2,762 Est. Cost $177.57 Unrealized
NUE Nucor Corporation 0.0%
Value ($000) $769 Shares 6,391 Est. Cost $46.06 Unrealized +175.3%
SO Southern Company 0.0%
Value ($000) $766 Shares 8,330 Est. Cost $30.68 Unrealized +174.2%
ISRG Intuitive Surgical Inc 0.0%
Value ($000) $766 Shares 1,546 Est. Cost $265.04 Unrealized +108.7%
ETN Eaton Corporation PLC 0.0%
Value ($000) $741 Shares 2,727 Est. Cost $90.21 Unrealized +242.0%
AZO AutoZone Inc 0.0%
Value ($000) $717 Shares 188 Est. Cost $2550.38 Unrealized +35.3%
GLW Corning Inc 0.0%
Value ($000) $712 Shares 15,546 Est. Cost $14.96 Unrealized +224.5%
VPU Vanguard Utilities ETF 0.0%
Value ($000) $690 Shares 4,038 Est. Cost $148.57 Unrealized
MDY SPDR S&P MidCap 400 ETF 0.0%
Value ($000) $678 Shares 1,270 Est. Cost $81626.47 Unrealized
TILT FlexShares MS US Market Factor 0.0%
Value ($000) $673 Shares 3,271 Est. Cost $117.27 Unrealized
TRV Travelers Companies Inc 0.0%
Value ($000) $672 Shares 2,540 Est. Cost $117.11 Unrealized +109.6%
IVW iShares S&P 500 Growth ETF 0.0%
Value ($000) $607 Shares 6,541 Est. Cost $61.04 Unrealized
TSCO Tractor Supply Company 0.0%
Value ($000) $597 Shares 10,835 Est. Cost $50.23 Unrealized +7.3%
AMGN Amgen Inc 0.0%
Value ($000) $584 Shares 1,873 Est. Cost $131.60 Unrealized +118.3%
MA Mastercard Inc Class A 0.0%
Value ($000) $577 Shares 1,052 Est. Cost $273.13 Unrealized +98.4%
CI Cigna Group 0.0%
Value ($000) $566 Shares 1,721 Est. Cost $205.97 Unrealized +43.6%
AFL Aflac Inc 0.0%
Value ($000) $558 Shares 5,019 Est. Cost $58.12 Unrealized +79.1%
WOR Worthington Enterprises Inc 0.0%
Value ($000) $552 Shares 11,017 Est. Cost $26.67 Unrealized +58.0%
TSLA Tesla Inc 0.0%
Value ($000) $541 Shares 2,086 Est. Cost $224.73 Unrealized +48.3%
TLTD FlexShares Morn Dev Mkts ex-US 0.0%
Value ($000) $538 Shares 7,190 Est. Cost $65.49 Unrealized
BA Boeing Company (The) 0.0%
Value ($000) $531 Shares 3,116 Est. Cost $132.62 Unrealized +30.5%
WSO Watsco Inc 0.0%
Value ($000) $524 Shares 1,031 Est. Cost $167.99 Unrealized +193.4%
F Ford Motor Company 0.0%
Value ($000) $510 Shares 50,851 Est. Cost $10.44 Unrealized -11.5%
MDLZ Mondelez International Inc Cla 0.0%
Value ($000) $508 Shares 7,487 Est. Cost $39.74 Unrealized +50.3%
IWR iShares Russell Midcap ETF 0.0%
Value ($000) $505 Shares 5,941 Est. Cost $85.07 Unrealized
CLX Clorox Company 0.0%
Value ($000) $486 Shares 3,302 Est. Cost $146.20 Unrealized +1.2%
AR Antero Resources Corporation 0.0%
Value ($000) $485 Shares 12,000 Est. Cost $34.55 Unrealized +11.0%
PPG PPG Industries Inc 0.0%
Value ($000) $483 Shares 4,415 Est. Cost $95.21 Unrealized +18.3%
Discover Financial Services 0.0%
Value ($000) $482 Shares 2,822 Est. Cost $41806.79 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $477 Shares 4,091 Est. Cost $44.52 Unrealized +182.8%
CP Canadian Pacific Kansas City L 0.0%
Value ($000) $472 Shares 6,729 Est. Cost $76.44 Unrealized -1.1%
TSM Taiwan Semiconductor Manufactu 0.0%
Value ($000) $461 Shares 2,776 Est. Cost $172.80 Unrealized
CIVB Civista Bancshares Inc 0.0%
Value ($000) $455 Shares 23,275 Est. Cost $16.12 Unrealized +22.6%
BEN Franklin Resources Inc 0.0%
Value ($000) $451 Shares 23,445 Est. Cost $21.53 Unrealized -12.1%
SAP SAP SE Sponsored ADR 0.0%
Value ($000) $443 Shares 1,651 Est. Cost $246.21 Unrealized
IWF iShares Russell 1000 Growth ET 0.0%
Value ($000) $432 Shares 1,197 Est. Cost $361.09 Unrealized
KMB Kimberly-Clark Corporation 0.0%
Value ($000) $431 Shares 3,031 Est. Cost $82.82 Unrealized +56.7%
SE Sea Ltd Sponsored ADR 0.0%
Value ($000) $431 Shares 3,303 Est. Cost $94.28 Unrealized
WEC WEC Energy Group Inc 0.0%
Value ($000) $430 Shares 3,950 Est. Cost $83.03 Unrealized +19.5%
AMP Ameriprise Financial Inc 0.0%
Value ($000) $424 Shares 875 Est. Cost $208.66 Unrealized +148.6%
QCLN First Tr NASDAQ Clean Edge Gre 0.0%
Value ($000) $415 Shares 14,490 Est. Cost $53.23 Unrealized
SPOT Spotify Technology S A 0.0%
Value ($000) $411 Shares 747 Est. Cost $308.75 Unrealized +81.0%
VLTO Veralto Corp 0.0%
Value ($000) $391 Shares 4,016 Est. Cost $73.75 Unrealized +34.7%
FAST Fastenal Company 0.0%
Value ($000) $375 Shares 4,830 Est. Cost $16.35 Unrealized +125.4%
CTVA Corteva Inc 0.0%
Value ($000) $368 Shares 5,840 Est. Cost $29.06 Unrealized +110.8%
HRB H&R Block Inc 0.0%
Value ($000) $362 Shares 6,601 Est. Cost $31.33 Unrealized +65.7%
STZ Constellation Brands Inc Class 0.0%
Value ($000) $353 Shares 1,921 Est. Cost $208.78 Unrealized -14.8%
IRM Iron Mountain Inc (New) 0.0%
Value ($000) $330 Shares 3,838 Est. Cost $47.24 Unrealized +97.2%
NVO Novo-Nordisk A/S Sponsored ADR 0.0%
Value ($000) $327 Shares 4,713 Est. Cost $105.21 Unrealized
DD DuPont de Nemours Inc 0.0%
Value ($000) $321 Shares 4,298 Est. Cost $27.39 Unrealized +16.4%
MU Micron Technology Inc 0.0%
Value ($000) $319 Shares 3,668 Est. Cost $58.33 Unrealized +64.1%
BX Blackstone Inc 0.0%
Value ($000) $315 Shares 2,257 Est. Cost $97.43 Unrealized +62.4%
SNA Snap-on Incorporated 0.0%
Value ($000) $297 Shares 882 Est. Cost $189.20 Unrealized +75.3%
WS Worthington Steel Inc 0.0%
Value ($000) $296 Shares 11,683 Est. Cost $38.99 Unrealized -27.7%
LECO Lincoln Electric Holdings Inc 0.0%
Value ($000) $295 Shares 1,560 Est. Cost $126.92 Unrealized +54.7%
ELV Elevance Health Inc 0.0%
Value ($000) $295 Shares 678 Est. Cost $394.28 Unrealized 0.0%
ESGV Vanguard ESG US Stock ETF 0.0%
Value ($000) $294 Shares 3,005 Est. Cost $72.20 Unrealized
NFLX Netflix Inc 0.0%
Value ($000) $289 Shares 310 Est. Cost $85.03 Unrealized +11.8%
BR Broadridge Financial Solutions 0.0%
Value ($000) $274 Shares 1,132 Est. Cost $170.29 Unrealized +36.2%
EFX Equifax Inc 0.0%
Value ($000) $273 Shares 1,122 Est. Cost $192.26 Unrealized +29.8%
BAX Baxter International Inc 0.0%
Value ($000) $269 Shares 7,864 Est. Cost $43.57 Unrealized -26.2%
ACGL Arch Capital Group Ltd 0.0%
Value ($000) $264 Shares 2,750 Est. Cost $74.59 Unrealized +23.7%
CL Colgate-Palmolive Company 0.0%
Value ($000) $263 Shares 2,806 Est. Cost $47.09 Unrealized +86.5%
KEY KeyCorp 0.0%
Value ($000) $261 Shares 16,329 Est. Cost $7.63 Unrealized +112.9%
SJM Smucker (J M) Co (New) 0.0%
Value ($000) $260 Shares 2,192 Est. Cost $81.74 Unrealized +27.6%
XLK Technology Select Sector SPDR 0.0%
Value ($000) $259 Shares 1,254 Est. Cost $175.07 Unrealized
XLI Industrial Select Sector SPDR 0.0%
Value ($000) $258 Shares 1,967 Est. Cost $106.45 Unrealized
MSA MSA Safety Inc 0.0%
Value ($000) $252 Shares 1,718 Est. Cost $80.24 Unrealized +98.7%
AM Antero Midstream Corporation 0.0%
Value ($000) $252 Shares 14,000 Est. Cost $8.56 Unrealized +83.1%
MELI MercadoLibre Inc 0.0%
Value ($000) $250 Shares 128 Est. Cost $1417.24 Unrealized +40.1%
OKE ONEOK Inc 0.0%
Value ($000) $248 Shares 2,495 Est. Cost $60.36 Unrealized +57.3%
D Dominion Energy Inc 0.0%
Value ($000) $245 Shares 4,378 Est. Cost $38.79 Unrealized +35.9%
NFG National Fuel Gas Company (NJ) 0.0%
Value ($000) $238 Shares 3,000 Est. Cost $71.92 Unrealized 0.0%
BTU Peabody Energy Corp 0.0%
Value ($000) $237 Shares 17,500 Est. Cost $26.43 Unrealized -40.0%
NOC Northrop Grumman Corporation 0.0%
Value ($000) $237 Shares 463 Est. Cost $449.86 Unrealized +4.5%
ALLE Allegion PLC 0.0%
Value ($000) $237 Shares 1,815 Est. Cost $104.12 Unrealized +23.4%
CHE Chemed Corporation 0.0%
Value ($000) $236 Shares 383 Est. Cost $481.46 Unrealized +17.6%
PFG Principal Financial Group Inc 0.0%
Value ($000) $235 Shares 2,787 Est. Cost $65.46 Unrealized +22.6%
SW Smurfit Westrock PLC 0.0%
Value ($000) $232 Shares 5,150 Est. Cost $49.43 Unrealized +0.2%
GS Goldman Sachs Group Inc 0.0%
Value ($000) $230 Shares 421 Est. Cost $550.30 Unrealized +7.3%
CMI Cummins Inc 0.0%
Value ($000) $229 Shares 732 Est. Cost $247.59 Unrealized +39.8%
GRMN Garmin Ltd (Switzerland) 0.0%
Value ($000) $228 Shares 1,050 Est. Cost $192.45 Unrealized +10.6%
WY Weyerhaeuser Company 0.0%
Value ($000) $226 Shares 7,714 Est. Cost $28.94 Unrealized -0.3%
ICLR ICON PLC 0.0%
Value ($000) $223 Shares 1,277 Est. Cost $211.09 Unrealized -8.2%
IWM iShares Russell 2000 ETF 0.0%
Value ($000) $222 Shares 1,115 Est. Cost $199.49 Unrealized
BMO Bank of Montreal 0.0%
Value ($000) $222 Shares 2,325 Est. Cost $68.31 Unrealized +41.1%
UBS UBS Group AG 0.0%
Value ($000) $222 Shares 7,245 Est. Cost $26.86 Unrealized +24.2%
STE Steris PLC (New) 0.0%
Value ($000) $218 Shares 961 Est. Cost $188.88 Unrealized +15.7%
NI NiSource Inc 0.0%
Value ($000) $218 Shares 5,432 Est. Cost $34.83 Unrealized +8.1%
CPNG Coupang Inc 0.0%
Value ($000) $216 Shares 9,851 Est. Cost $21.68 Unrealized +7.2%
IBN ICICI Bank Ltd Sponsored ADR 0.0%
Value ($000) $216 Shares 6,847 Est. Cost $21.77 Unrealized
GEHC GE Healthcare Technologies Inc 0.0%
Value ($000) $212 Shares 2,630 Est. Cost $71.86 Unrealized +19.4%
FNF Fidelity National Financial In 0.0%
Value ($000) $208 Shares 3,200 Est. Cost $56.05 Unrealized 0.0%
ASML ASML Holding NV-NY Reg Shs 0.0%
Value ($000) $206 Shares 311 Est. Cost $193.22 Unrealized
BSV Vanguard Short-Term Bond ETF 0.0%
Value ($000) $205 Shares 2,616 Est. Cost $58243.41 Unrealized
MCHP Microchip Technology Inc 0.0%
Value ($000) $204 Shares 4,208 Est. Cost $59.48 Unrealized -8.9%
FTGC First Tr Glbl Tactical Commodi 0.0%
Value ($000) $203 Shares 7,973 Est. Cost $23.69 Unrealized
DSMC Distillate Small/Mid Cash Flow 0.0%
Value ($000) $200 Shares 6,350 Est. Cost $36.01 Unrealized
Pimco Dynamic Income Opportuni 0.0%
Value ($000) $152 Shares 10,974 Est. Cost $14.12 Unrealized
NU NU Holdings Ltd Class A 0.0%
Value ($000) $146 Shares 14,279 Est. Cost $10.26 Unrealized +15.2%
VOD Vodafone Group PLC Sponsored A 0.0%
Value ($000) $137 Shares 14,650 Est. Cost $8.90 Unrealized
GENI Genius Sports Limited 0.0%
Value ($000) $107 Shares 10,670 Est. Cost $9.27 Unrealized 0.0%