Atlantic Union Bankshares Corp Diversified Active

CIK: 0000883948 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 5, 2025

Total Value ($000): $1,652,957 (100.0% shares, 0.0% debt)

Holdings (303)

IWY ISHARES RUSSELL TOP 200 GROWTH ETF 6.3%
Value ($000) $104,943 Shares 497,504 Est. Cost $134.70 Unrealized
AAPL APPLE INC COM 4.5%
Value ($000) $75,145 Shares 338,292 Est. Cost $123.04 Unrealized +87.6%
IWR I SHARES TR RUSSEL MIDCAP INDEX FD 3.9%
Value ($000) $64,237 Shares 755,115 Est. Cost $61.99 Unrealized
MSFT MICROSOFT CORP COM 3.1%
Value ($000) $50,659 Shares 134,952 Est. Cost $220.57 Unrealized +83.7%
ERIE ERIE INDTY CO CL A 2.5%
Value ($000) $41,644 Shares 99,377 Est. Cost $167.63 Unrealized +140.6%
NVDA NVIDIA CORPORATION 2.4%
Value ($000) $38,951 Shares 359,390 Est. Cost $97.61 Unrealized +29.8%
JPM J P MORGAN CHASE & CO 2.2%
Value ($000) $35,989 Shares 146,716 Est. Cost $109.74 Unrealized +128.6%
BSCU INVESCO BULLETSHARES 2030 CORPORATE BOND ETF 1.8%
Value ($000) $29,695 Shares 1,789,939 Est. Cost $16.47 Unrealized
BSCW INVESCO BULLETSHS 2032 1.8%
Value ($000) $29,595 Shares 1,453,006 Est. Cost $20.38 Unrealized
AVSC AVANTIS U.S SMALL CAP EQUITY ETF 1.7%
Value ($000) $28,299 Shares 584,685 Est. Cost $51.82 Unrealized
AVGO BROADCOM INC 1.6%
Value ($000) $26,404 Shares 157,704 Est. Cost $144.65 Unrealized +45.1%
BSCV INVESCO BULLETSHARES 2031 CORPORATE BOND ETF 1.5%
Value ($000) $24,884 Shares 1,525,872 Est. Cost $16.16 Unrealized
META META PLATFORMS (FORMERLY FACEBOOK INC) 1.5%
Value ($000) $24,482 Shares 42,477 Est. Cost $391.69 Unrealized +64.2%
ABBV ABBVIE INC 1.3%
Value ($000) $22,234 Shares 106,117 Est. Cost $128.29 Unrealized +47.6%
AMZN AMAZON COM INC COM 1.3%
Value ($000) $20,770 Shares 109,169 Est. Cost $150.08 Unrealized +44.6%
GILD GILEAD SCIENCES INC 1.2%
Value ($000) $19,663 Shares 175,482 Est. Cost $82.08 Unrealized +22.5%
GOOGL ALPHABET INC CAP STK CL A 1.2%
Value ($000) $19,626 Shares 126,912 Est. Cost $120.05 Unrealized +50.5%
IBTP ISHARES IBONDS DEC 2034 TREAS ETF 1.1%
Value ($000) $18,628 Shares 725,718 Est. Cost $26.09 Unrealized
LOW LOWES COMPANY INC 1.1%
Value ($000) $18,324 Shares 78,567 Est. Cost $117.46 Unrealized +106.1%
BSCT INVESCO BULLETSHARES 2029 CORPORATE BOND ETF 1.1%
Value ($000) $18,277 Shares 986,444 Est. Cost $18.25 Unrealized
IBTO ISHARES IBONDS DEC 2033 TERM TREASURY ETF 1.1%
Value ($000) $17,892 Shares 733,299 Est. Cost $24.57 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.1%
Value ($000) $17,500 Shares 32,860 Est. Cost $353.07 Unrealized +37.7%
QCOM QUALCOMM INC 1.0%
Value ($000) $17,311 Shares 112,693 Est. Cost $91.24 Unrealized +75.0%
MGC VANGUARD MEGA CAP ETF 1.0%
Value ($000) $17,252 Shares 85,670 Est. Cost $206.93 Unrealized
MA MASTERCARD INCORPORATED CL A 1.0%
Value ($000) $17,071 Shares 31,146 Est. Cost $421.88 Unrealized +28.5%
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 1.0%
Value ($000) $16,540 Shares 844,325 Est. Cost $19.32 Unrealized
V VISA INC COM CL A 1.0%
Value ($000) $16,384 Shares 46,751 Est. Cost $229.88 Unrealized +46.3%
IBGA ISHARES IBONDS DEC 2044 TREAS ETF 1.0%
Value ($000) $16,094 Shares 635,575 Est. Cost $26.25 Unrealized
XOM EXXON MOBIL CORP COM 0.9%
Value ($000) $15,534 Shares 130,618 Est. Cost $82.78 Unrealized +29.5%
AUB ATLANTIC UN BANKSHARES CORP COM 0.9%
Value ($000) $15,256 Shares 489,977 Est. Cost $28.70 Unrealized +18.0%
SPY SPDR S&P 500 ETF TRUST 0.9%
Value ($000) $14,856 Shares 26,558 Est. Cost $500.22 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.9%
Value ($000) $14,756 Shares 3,203 Est. Cost $3336.56 Unrealized +42.3%
PG PROCTER AND GAMBLE CO COM 0.9%
Value ($000) $14,444 Shares 84,754 Est. Cost $139.81 Unrealized +17.3%
KLAC KLA CORP COM NEW 0.9%
Value ($000) $14,127 Shares 20,781 Est. Cost $165.98 Unrealized +330.7%
MRK MERCK & CO INC COM 0.8%
Value ($000) $13,952 Shares 155,442 Est. Cost $82.73 Unrealized +8.9%
CVX CHEVRON CORPORATION 0.8%
Value ($000) $13,707 Shares 81,934 Est. Cost $102.41 Unrealized +46.9%
WFC WELLS FARGO & CO NEW 0.8%
Value ($000) $12,832 Shares 178,742 Est. Cost $49.50 Unrealized +48.9%
BAC BANK AMERICA CORP COM 0.8%
Value ($000) $12,703 Shares 304,437 Est. Cost $30.08 Unrealized +45.0%
PM PHILLIP MORRIS INTL INC 0.8%
Value ($000) $12,619 Shares 79,498 Est. Cost $60.83 Unrealized +125.2%
TJX TJX COS INC NEW COM 0.8%
Value ($000) $12,462 Shares 102,320 Est. Cost $91.35 Unrealized +31.5%
JNJ JOHNSON & JOHNSON COM 0.7%
Value ($000) $11,999 Shares 72,356 Est. Cost $104.74 Unrealized +45.6%
GOOG ALPHABET INC CAP STK CL C 0.7%
Value ($000) $11,583 Shares 74,140 Est. Cost $156.77 Unrealized +16.4%
ABT ABBOTT LABS COM 0.7%
Value ($000) $11,247 Shares 84,784 Est. Cost $70.17 Unrealized +78.8%
PEP PEPSICO INC COM 0.7%
Value ($000) $11,096 Shares 74,005 Est. Cost $108.71 Unrealized +32.0%
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.6%
Value ($000) $10,034 Shares 515,131 Est. Cost $19.15 Unrealized
CSCO CISCO SYSTEMS INC 0.6%
Value ($000) $10,009 Shares 162,204 Est. Cost $32.65 Unrealized +84.0%
GRMN GARMIN LTD SHS 0.6%
Value ($000) $9,271 Shares 42,696 Est. Cost $155.10 Unrealized +37.2%
BMY BRISTOL-MYERS SQUIBB CO COM 0.5%
Value ($000) $9,014 Shares 147,791 Est. Cost $51.73 Unrealized +7.2%
DHI D R HORTON INC 0.5%
Value ($000) $9,013 Shares 70,894 Est. Cost $105.63 Unrealized +25.7%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.5%
Value ($000) $8,861 Shares 316,917 Est. Cost $39.79 Unrealized
C CITIGROUP INC COM NEW 0.5%
Value ($000) $8,768 Shares 123,507 Est. Cost $61.83 Unrealized +20.6%
MCD MCDONALDS CORP COM 0.5%
Value ($000) $8,468 Shares 27,109 Est. Cost $160.41 Unrealized +82.6%
LLY ELI LILLY & CO COM 0.5%
Value ($000) $8,380 Shares 10,147 Est. Cost $207.16 Unrealized +299.0%
HD HOME DEPOT INC COM 0.5%
Value ($000) $8,326 Shares 22,718 Est. Cost $186.27 Unrealized +104.4%
ADBE ADOBE INC COM 0.5%
Value ($000) $8,315 Shares 21,680 Est. Cost $512.59 Unrealized -16.3%
GLD SPDR GOLD SHARES 0.5%
Value ($000) $8,276 Shares 28,723 Est. Cost $162.32 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.5%
Value ($000) $8,115 Shares 15,494 Est. Cost $239.27 Unrealized +108.7%
PH PARKER-HANNIFIN CORP COM 0.5%
Value ($000) $7,846 Shares 12,907 Est. Cost $120.48 Unrealized +438.3%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.5%
Value ($000) $7,780 Shares 136,157 Est. Cost $54.86 Unrealized
HON HONEYWELL INTL INC COM 0.5%
Value ($000) $7,643 Shares 36,096 Est. Cost $161.86 Unrealized +22.6%
ETN EATON CORP PLC SHS 0.5%
Value ($000) $7,472 Shares 27,488 Est. Cost $113.99 Unrealized +170.7%
AXP AMERICAN EXPRESS CO COM 0.4%
Value ($000) $7,366 Shares 27,376 Est. Cost $74.53 Unrealized +292.4%
COST COSTCO WHSL CORP NEW COM 0.4%
Value ($000) $7,364 Shares 7,786 Est. Cost $439.09 Unrealized +121.0%
CRM SALESFORCE INC (FORMERLY SALESFORCE.COM INC 0.4%
Value ($000) $7,337 Shares 27,341 Est. Cost $256.40 Unrealized +20.5%
ACN ACCENTURE PLC 0.4%
Value ($000) $7,309 Shares 23,424 Est. Cost $185.37 Unrealized +88.5%
IVV I SHARES TR S & P 500 INDEX FUND 0.4%
Value ($000) $7,226 Shares 12,860 Est. Cost $412.80 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.4%
Value ($000) $6,891 Shares 19,961 Est. Cost $56.81 Unrealized +451.5%
ORCL ORACLE CORP COM 0.4%
Value ($000) $6,843 Shares 48,942 Est. Cost $51.07 Unrealized +216.3%
BSMR INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF 0.4%
Value ($000) $6,572 Shares 279,069 Est. Cost $23.58 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $6,513 Shares 13,090 Est. Cost $488.07 Unrealized +10.6%
NEE NEXTERA ENERGY INC COM 0.4%
Value ($000) $6,492 Shares 91,582 Est. Cost $64.11 Unrealized +7.1%
MO ALTRIA GROUP INC COM 0.4%
Value ($000) $6,122 Shares 102,007 Est. Cost $37.60 Unrealized +35.7%
ITW ILLINOIS TOOL WKS INC COM 0.4%
Value ($000) $6,121 Shares 24,682 Est. Cost $197.16 Unrealized +27.2%
BSMW INVESCO BULLETSHARES 2032 MUNICIPAL BOND ETF 0.4%
Value ($000) $6,059 Shares 246,315 Est. Cost $25.18 Unrealized
RTX CORPORATION (FORMERLY RAYTHEON TECH) 0.4%
Value ($000) $5,926 Shares 44,738 Est. Cost $115.72 Unrealized
LIN LINDE PLC SHS 0.3%
Value ($000) $5,765 Shares 12,381 Est. Cost $402.44 Unrealized +10.5%
COP CONOCOPHILLIPS COM 0.3%
Value ($000) $5,588 Shares 53,209 Est. Cost $105.53 Unrealized -8.3%
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $5,275 Shares 64,547 Est. Cost $76.63 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.3%
Value ($000) $5,210 Shares 30,533 Est. Cost $128.65 Unrealized +43.7%
DE DEERE & CO COM 0.3%
Value ($000) $5,206 Shares 11,092 Est. Cost $360.61 Unrealized +28.0%
GS GOLDMAN SACHS GROUP INC COM 0.3%
Value ($000) $5,164 Shares 9,453 Est. Cost $175.19 Unrealized +237.2%
VZ VERIZON COMMUNICATIONS INC COM 0.3%
Value ($000) $5,074 Shares 111,868 Est. Cost $35.08 Unrealized +12.8%
PSX PHILLIPS 66 COM 0.3%
Value ($000) $5,008 Shares 40,561 Est. Cost $58.61 Unrealized +103.5%
DISCOVER FINANCIAL SERVICES 0.3%
Value ($000) $4,990 Shares 29,231 Est. Cost $124.03 Unrealized
AMP AMERIPRISE FINL INC COM 0.3%
Value ($000) $4,860 Shares 10,040 Est. Cost $344.69 Unrealized +50.5%
CSX CSX CORP COM 0.3%
Value ($000) $4,721 Shares 160,403 Est. Cost $30.57 Unrealized +2.4%
RTX RTX CORPORATION COM 0.3%
Value ($000) $4,595 Shares 34,689 Est. Cost $81.50 Unrealized +53.1%
AME AMETEK INC NEW COM 0.3%
Value ($000) $4,544 Shares 26,398 Est. Cost $170.82 Unrealized +5.7%
ADSK AUTODESK INC 0.3%
Value ($000) $4,519 Shares 17,262 Est. Cost $225.02 Unrealized +26.4%
WMT WALMART INC COM 0.3%
Value ($000) $4,391 Shares 50,014 Est. Cost $53.92 Unrealized +72.4%
CVS CVS HEALTH CORP COM 0.3%
Value ($000) $4,302 Shares 63,491 Est. Cost $59.22 Unrealized -2.1%
ADI ANALOG DEVICES INC 0.3%
Value ($000) $4,276 Shares 21,201 Est. Cost $207.63 Unrealized +2.5%
AFL AFLAC INC COM 0.3%
Value ($000) $4,194 Shares 37,723 Est. Cost $64.74 Unrealized +60.7%
ISHARES IBONDS DEC 2033 0.3%
Value ($000) $4,186 Shares 171,629 Est. Cost $23.65 Unrealized
MPC MARATHON PETE CORP COM 0.3%
Value ($000) $4,155 Shares 28,518 Est. Cost $121.70 Unrealized +19.3%
ROP ROPER INDS INC NEW 0.2%
Value ($000) $4,096 Shares 6,948 Est. Cost $533.24 Unrealized +4.5%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $4,070 Shares 17,230 Est. Cost $194.85 Unrealized +20.9%
OTIS OTIS WORLDWIDE CORP 0.2%
Value ($000) $4,046 Shares 39,207 Est. Cost $84.32 Unrealized +14.1%
DUK DUKE ENERGY CORP NEW COM NEW 0.2%
Value ($000) $4,041 Shares 33,132 Est. Cost $76.36 Unrealized +44.8%
KO COCA COLA CO COM 0.2%
Value ($000) $3,986 Shares 55,652 Est. Cost $46.69 Unrealized +39.2%
INVESCO BULLETSHARES 2025 MUNICIPAL BOND ETF 0.2%
Value ($000) $3,977 Shares 162,464 Est. Cost $24.40 Unrealized
FTNT FORTINET INC COM 0.2%
Value ($000) $3,971 Shares 41,249 Est. Cost $64.25 Unrealized +57.8%
EOG EOG RESOURCES INC 0.2%
Value ($000) $3,868 Shares 30,162 Est. Cost $117.69 Unrealized +6.3%
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $3,862 Shares 39,371 Est. Cost $59.41 Unrealized +70.0%
BN BROOKFIELD CORP NVP 0.2%
Value ($000) $3,766 Shares 71,865 Est. Cost $26.61 Unrealized +41.2%
NXPI NXP SEMICONDUCTORS 0.2%
Value ($000) $3,761 Shares 19,791 Est. Cost $250.12 Unrealized -16.2%
STLD STEEL DYNAMICS INC COM 0.2%
Value ($000) $3,752 Shares 30,000 Est. Cost $97.72 Unrealized +27.9%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $3,715 Shares 8,317 Est. Cost $478.40 Unrealized -6.3%
LEN LENNAR CORP CL A 0.2%
Value ($000) $3,649 Shares 31,791 Est. Cost $126.34 Unrealized -2.5%
MDLZ MONDELEZ INTERNATIONAL INC. 0.2%
Value ($000) $3,570 Shares 52,613 Est. Cost $48.08 Unrealized +24.3%
NUE NUCOR 0.2%
Value ($000) $3,548 Shares 29,482 Est. Cost $153.38 Unrealized -17.3%
EBAY EBAY INC. COM 0.2%
Value ($000) $3,513 Shares 51,873 Est. Cost $46.01 Unrealized +42.8%
BSMQ INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETF 0.2%
Value ($000) $3,499 Shares 148,205 Est. Cost $23.58 Unrealized
BSMU INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF 0.2%
Value ($000) $3,449 Shares 159,834 Est. Cost $21.86 Unrealized
BSMT INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF 0.2%
Value ($000) $3,425 Shares 150,618 Est. Cost $23.00 Unrealized
BSSX INVESCO BULLETSHARES 2033 MUNICIPAL BOND ETF 0.2%
Value ($000) $3,372 Shares 133,194 Est. Cost $26.12 Unrealized
SPGI S&P GLOBAL INC 0.2%
Value ($000) $3,355 Shares 6,603 Est. Cost $423.77 Unrealized +19.8%
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $3,343 Shares 18,606 Est. Cost $133.11 Unrealized +36.9%
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.2%
Value ($000) $3,101 Shares 149,968 Est. Cost $20.38 Unrealized
PNC PNC BANK CORP 0.2%
Value ($000) $2,988 Shares 17,001 Est. Cost $128.14 Unrealized +43.1%
TSLA TESLA INC COM 0.2%
Value ($000) $2,942 Shares 11,351 Est. Cost $193.22 Unrealized +72.5%
VRSK VERISK ANALYTICS INC COM 0.2%
Value ($000) $2,904 Shares 9,756 Est. Cost $238.60 Unrealized +20.0%
TFC TRUIST FINL CORP COM 0.2%
Value ($000) $2,826 Shares 68,675 Est. Cost $38.95 Unrealized +9.6%
VLO VALERO ENERGY CORP COM 0.2%
Value ($000) $2,754 Shares 20,851 Est. Cost $134.78 Unrealized -4.0%
REGN REGENERON PHARMACEUTICALS COM 0.2%
Value ($000) $2,751 Shares 4,337 Est. Cost $834.89 Unrealized -18.0%
BSMV INVESCO BULLETSHARES 2031 MUNICIPAL BOND ETF 0.2%
Value ($000) $2,693 Shares 129,903 Est. Cost $20.73 Unrealized
CAT CATERPILLAR INC COM 0.2%
Value ($000) $2,582 Shares 7,829 Est. Cost $129.77 Unrealized +171.2%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.2%
Value ($000) $2,506 Shares 49,502 Est. Cost $50.46 Unrealized
HIG HARTFORD INSURANCE GROUP INC COM 0.1%
Value ($000) $2,403 Shares 19,425 Est. Cost $47.48 Unrealized +137.9%
MTD METTLER-TOLEDO INTL 0.1%
Value ($000) $2,395 Shares 2,028 Est. Cost $1347.90 Unrealized -5.3%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $2,386 Shares 9,021 Est. Cost $168.85 Unrealized +45.3%
BLK BLACKROCK INC COM 0.1%
Value ($000) $2,338 Shares 2,470 Est. Cost $900.45 Unrealized +6.8%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $2,255 Shares 9,522 Est. Cost $173.54 Unrealized +37.9%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $2,221 Shares 4,321 Est. Cost $484.91 Unrealized
VRSN VERISIGN INC COM 0.1%
Value ($000) $2,206 Shares 8,690 Est. Cost $199.83 Unrealized +12.7%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $2,198 Shares 23,683 Est. Cost $111.09 Unrealized
ORI OLD REP INTL CORP COM 0.1%
Value ($000) $2,190 Shares 55,838 Est. Cost $12.93 Unrealized +160.7%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $2,110 Shares 19,181 Est. Cost $93.13 Unrealized +21.0%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $2,096 Shares 6,860 Est. Cost $130.50 Unrealized +126.4%
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $2,056 Shares 8,976 Est. Cost $189.44 Unrealized +20.0%
NVS NOVARTIS AG SPONSORED ADR 0.1%
Value ($000) $1,961 Shares 17,588 Est. Cost $85.01 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $1,930 Shares 17,607 Est. Cost $77.97 Unrealized +52.4%
PYPL PAYPAL HOLDINGS INC 0.1%
Value ($000) $1,894 Shares 29,034 Est. Cost $77.71 Unrealized 0.0%
PFE PFIZER INC COM 0.1%
Value ($000) $1,881 Shares 74,248 Est. Cost $27.75 Unrealized -11.0%
ARCC ARES CAPITAL CORP COM 0.1%
Value ($000) $1,866 Shares 84,214 Est. Cost $9.79 Unrealized +112.9%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $1,842 Shares 3,598 Est. Cost $412.24 Unrealized +14.0%
ASML ASML HOLDING NV 0.1%
Value ($000) $1,820 Shares 2,747 Est. Cost $1022.70 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $1,703 Shares 8,136 Est. Cost $185.68 Unrealized +10.9%
NKE NIKE INC CL B 0.1%
Value ($000) $1,658 Shares 26,126 Est. Cost $87.23 Unrealized -17.4%
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $1,643 Shares 8,013 Est. Cost $93.41 Unrealized +132.3%
VOE VANGUARD MID-CAP VALUE ETF 0.1%
Value ($000) $1,620 Shares 10,093 Est. Cost $139.68 Unrealized
XYL XYLEM INC 0.1%
Value ($000) $1,591 Shares 13,319 Est. Cost $133.48 Unrealized -8.1%
DIS DISNEY WALT CO COM 0.1%
Value ($000) $1,580 Shares 16,004 Est. Cost $116.70 Unrealized -8.9%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $1,576 Shares 6,338 Est. Cost $101.46 Unrealized +136.0%
MARKEL GROUP INC FORMERLY MARKEL CO 0.1%
Value ($000) $1,548 Shares 828 Est. Cost $1575.60 Unrealized
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $1,521 Shares 5,880 Est. Cost $207.14 Unrealized
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $1,520 Shares 5,154 Est. Cost $194.88 Unrealized +54.1%
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $1,492 Shares 10,280 Est. Cost $161.51 Unrealized +3.2%
DLR DIGITAL RLTY TR INC COM 0.1%
Value ($000) $1,377 Shares 9,611 Est. Cost $103.81 Unrealized +52.2%
T AT&T INC 0.1%
Value ($000) $1,377 Shares 48,700 Est. Cost $15.31 Unrealized +59.1%
ROYCE SMALL CAP TRUST INC COM 0.1%
Value ($000) $1,346 Shares 94,539 Est. Cost $17.52 Unrealized
CHE CHEMED CORPORATON 0.1%
Value ($000) $1,319 Shares 2,144 Est. Cost $568.90 Unrealized -0.5%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.1%
Value ($000) $1,315 Shares 21,685 Est. Cost $47.26 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.1%
Value ($000) $1,284 Shares 12,280 Est. Cost $100.73 Unrealized
D DOMINION ENERGY INC COM 0.1%
Value ($000) $1,283 Shares 22,887 Est. Cost $50.71 Unrealized +4.0%
IRT INDEPENDENCE RLTY TR INC COM 0.1%
Value ($000) $1,256 Shares 59,181 Est. Cost $11.57 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $1,251 Shares 4,016 Est. Cost $216.44 Unrealized +32.7%
WELL WELLTOWER INC COM 0.1%
Value ($000) $1,250 Shares 8,159 Est. Cost $63.94 Unrealized +119.4%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $1,233 Shares 4,485 Est. Cost $210.61 Unrealized
HPQ HP INC COM 0.1%
Value ($000) $1,205 Shares 43,516 Est. Cost $16.45 Unrealized +84.6%
GAIN GLADSTONE INVT CORP COM 0.1%
Value ($000) $1,184 Shares 88,613 Est. Cost $5.78 Unrealized +108.5%
DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 0.1%
Value ($000) $1,171 Shares 19,356 Est. Cost $51.83 Unrealized
COHEN & STEERS REIT & PFD & IN COM 0.1%
Value ($000) $1,170 Shares 53,034 Est. Cost $23.75 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $1,162 Shares 12,403 Est. Cost $79.25 Unrealized +10.8%
ISRG INTUITIVE SURGICAL INC. 0.1%
Value ($000) $1,113 Shares 2,247 Est. Cost $398.28 Unrealized +38.9%
CP CANADIAN PACIFIC KANSAS CITY COM 0.1%
Value ($000) $1,069 Shares 15,225 Est. Cost $77.51 Unrealized -2.4%
ELV ELEVANCE HEALTH INC COM 0.1%
Value ($000) $1,042 Shares 2,395 Est. Cost $487.77 Unrealized -19.2%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $1,037 Shares 6,297 Est. Cost $102.00 Unrealized +61.3%
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $1,033 Shares 7,261 Est. Cost $97.30 Unrealized +33.4%
CBRE CBRE GROUP INC CL A 0.1%
Value ($000) $1,027 Shares 7,855 Est. Cost $84.47 Unrealized +60.9%
SYK STRYKER CORPORATION COM 0.1%
Value ($000) $1,023 Shares 2,748 Est. Cost $182.37 Unrealized +106.8%
MRSH MARSH & MCLENNAN COS INC COM 0.1%
Value ($000) $990 Shares 4,058 Est. Cost $87.21 Unrealized +156.1%
MDT MEDTRONIC PLC 0.1%
Value ($000) $968 Shares 10,769 Est. Cost $78.14 Unrealized +11.9%
UDR UDR INC COM 0.1%
Value ($000) $959 Shares 21,231 Est. Cost $35.31 Unrealized +17.2%
CB CHUBB LIMITED COM 0.1%
Value ($000) $941 Shares 3,116 Est. Cost $227.27 Unrealized +21.5%
MNST MONSTER BEVERAGE CORP NEW COM 0.1%
Value ($000) $928 Shares 15,866 Est. Cost $41.91 Unrealized +24.3%
FORTINET INC 0.1%
Value ($000) $928 Shares 9,643 Est. Cost $94.48 Unrealized
WDAY WORKDAY INC CL A 0.1%
Value ($000) $920 Shares 3,940 Est. Cost $233.07 Unrealized +9.5%
TEL TE CONNECTIVITY PLC ORD SHS 0.1%
Value ($000) $860 Shares 6,089 Est. Cost $146.84 Unrealized -0.2%
ALL ALLSTATE CORP COM 0.1%
Value ($000) $860 Shares 4,155 Est. Cost $84.27 Unrealized +127.0%
BITO PROSHARES BITCOIN ETF 0.1%
Value ($000) $828 Shares 45,191 Est. Cost $23.36 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $826 Shares 2,228 Est. Cost $217.25 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $786 Shares 16,243 Est. Cost $56.45 Unrealized -4.0%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $781 Shares 16,605 Est. Cost $35.25 Unrealized +38.5%
SO SOUTHERN CO COM 0.0%
Value ($000) $771 Shares 8,384 Est. Cost $39.46 Unrealized +113.2%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $770 Shares 6,444 Est. Cost $117.60 Unrealized +13.9%
MAS MASCO CORP COM 0.0%
Value ($000) $762 Shares 10,956 Est. Cost $35.00 Unrealized +110.3%
BROOKFIELD ASSET MGMT LTD CLASS A VOTING SHA 0.0%
Value ($000) $757 Shares 15,630 Est. Cost $38.04 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $734 Shares 4,758 Est. Cost $116.34 Unrealized +23.1%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $728 Shares 6,196 Est. Cost $119.63 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $724 Shares 2,960 Est. Cost $224.77 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $718 Shares 8,939 Est. Cost $37.74 Unrealized +115.0%
ENB ENBRIDGE INC NPV 0.0%
Value ($000) $712 Shares 16,066 Est. Cost $32.36 Unrealized +27.9%
ACA ARCOSA INC COM 0.0%
Value ($000) $706 Shares 9,156 Est. Cost $36.82 Unrealized +148.6%
BX BLACKSTONE INC COM 0.0%
Value ($000) $701 Shares 5,016 Est. Cost $49.46 Unrealized +219.8%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $689 Shares 8,012 Est. Cost $23.21 Unrealized +301.3%
CMI CUMMINS INC COM 0.0%
Value ($000) $686 Shares 2,189 Est. Cost $138.07 Unrealized +150.7%
QQQ INVESCO QQQ TRUST SERIES I 0.0%
Value ($000) $685 Shares 1,461 Est. Cost $327.70 Unrealized
VERISIGN INC 0.0%
Value ($000) $681 Shares 2,684 Est. Cost $209.56 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $679 Shares 3,928 Est. Cost $120.01 Unrealized
ANET ARISTA NETWORKS INC NEW 0.0%
Value ($000) $677 Shares 8,738 Est. Cost $102.84 Unrealized -1.4%
MMM 3M CO COM 0.0%
Value ($000) $667 Shares 4,543 Est. Cost $91.40 Unrealized +58.2%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $662 Shares 3,839 Est. Cost $83.97 Unrealized +93.0%
STZ CONSTELLATION BRANDS CLASS A 0.0%
Value ($000) $653 Shares 3,556 Est. Cost $248.34 Unrealized -28.4%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $652 Shares 11,840 Est. Cost $54.81 Unrealized -1.6%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $641 Shares 7,637 Est. Cost $40.73 Unrealized +102.7%
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 0.0%
Value ($000) $617 Shares 30,322 Est. Cost $20.18 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $608 Shares 3,232 Est. Cost $153.58 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $604 Shares 19,648 Est. Cost $34.19 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $589 Shares 8,955 Est. Cost $38.42 Unrealized
AEP AMERICAN ELECTRIC POWER CO 0.0%
Value ($000) $573 Shares 5,242 Est. Cost $82.62 Unrealized +19.2%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $550 Shares 5,930 Est. Cost $70.87 Unrealized
VABK VIRGINIA NATL BANKSHARES CORP COM 0.0%
Value ($000) $538 Shares 14,902 Est. Cost $32.45 Unrealized +11.2%
GIS GENERAL MILLS INC 0.0%
Value ($000) $535 Shares 8,954 Est. Cost $64.44 Unrealized -10.0%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $534 Shares 3,080 Est. Cost $138.02 Unrealized
IEFA ISHARES TR CORE MSCI EAFE 0.0%
Value ($000) $531 Shares 7,024 Est. Cost $66.78 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $527 Shares 17,000 Est. Cost $31.02 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $521 Shares 2,904 Est. Cost $96.49 Unrealized +93.6%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $519 Shares 1,071 Est. Cost $370.57 Unrealized +25.8%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $496 Shares 7,518 Est. Cost $156.93 Unrealized -54.6%
INTC INTEL CORP COM 0.0%
Value ($000) $496 Shares 21,842 Est. Cost $32.49 Unrealized -32.7%
WSBC WESBANCO INC COM 0.0%
Value ($000) $492 Shares 15,904 Est. Cost $33.29 Unrealized +0.3%
MUB ISHARES NATIONAL MUNI BD 0.0%
Value ($000) $489 Shares 4,635 Est. Cost $106.55 Unrealized
TRN TRINITY INDS INC COM 0.0%
Value ($000) $488 Shares 17,383 Est. Cost $16.75 Unrealized +91.2%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $475 Shares 1,867 Est. Cost $256.29 Unrealized +8.5%
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $471 Shares 10,235 Est. Cost $35.12 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $470 Shares 7,611 Est. Cost $35.62 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $469 Shares 3,940 Est. Cost $69.42 Unrealized +68.3%
ADC AGREE RLTY CORP COM 0.0%
Value ($000) $466 Shares 6,040 Est. Cost $64.02 Unrealized
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $439 Shares 7,681 Est. Cost $41.45 Unrealized
FTEC FIDELITY MSCI INFO TECH 0.0%
Value ($000) $428 Shares 2,657 Est. Cost $171.52 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $424 Shares 1,599 Est. Cost $194.99 Unrealized +24.3%
OSK OSHKOSH CORP COM 0.0%
Value ($000) $414 Shares 4,400 Est. Cost $73.87 Unrealized +33.0%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $413 Shares 5,637 Est. Cost $54.91 Unrealized
FNB F N B CORP COM 0.0%
Value ($000) $401 Shares 29,800 Est. Cost $10.53 Unrealized +35.5%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $400 Shares 4,892 Est. Cost $68.67 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $396 Shares 1,985 Est. Cost $165.54 Unrealized
HBAN HUNTINGTON BANKSHARES INC 0.0%
Value ($000) $388 Shares 25,823 Est. Cost $12.55 Unrealized +23.8%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $378 Shares 7,593 Est. Cost $24.24 Unrealized
KELLANOVA COM 0.0%
Value ($000) $365 Shares 4,425 Est. Cost $41.80 Unrealized +91.4%
MS MORGAN STANLEY DEAN WITTER DISCOVER & CO 0.0%
Value ($000) $344 Shares 2,948 Est. Cost $90.80 Unrealized +38.7%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $343 Shares 9,299 Est. Cost $40.79 Unrealized -14.1%
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $334 Shares 1,667 Est. Cost $124.26 Unrealized +57.5%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value ($000) $325 Shares 2,517 Est. Cost $127.93 Unrealized
DFLV DIMENSIONAL US LARGE CAP VALUE ETF 0.0%
Value ($000) $321 Shares 10,516 Est. Cost $29.03 Unrealized
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $319 Shares 3,062 Est. Cost $89.58 Unrealized -0.5%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $315 Shares 1,653 Est. Cost $161.19 Unrealized
AZN ASTRAZENECA PLC NPV ADR 0.0%
Value ($000) $309 Shares 4,200 Est. Cost $77.98 Unrealized
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $302 Shares 1,298 Est. Cost $199.50 Unrealized +20.4%
FISV FISERV INC COM 0.0%
Value ($000) $298 Shares 1,350 Est. Cost $145.64 Unrealized +50.3%
KKR INCOME OPPORTUNITIES FD COM 0.0%
Value ($000) $298 Shares 24,237 Est. Cost $12.29 Unrealized
J JACOBS SOLUTIONS INC COM 0.0%
Value ($000) $297 Shares 2,457 Est. Cost $104.20 Unrealized +22.5%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $296 Shares 4,975 Est. Cost $61.87 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value ($000) $295 Shares 2,321 Est. Cost $127.48 Unrealized
DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF 0.0%
Value ($000) $293 Shares 10,546 Est. Cost $26.41 Unrealized
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $280 Shares 2,531 Est. Cost $40.91 Unrealized +132.8%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $274 Shares 813 Est. Cost $274.76 Unrealized +30.7%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $271 Shares 994 Est. Cost $143.39 Unrealized +78.4%
USB US BANCORP 0.0%
Value ($000) $267 Shares 6,317 Est. Cost $37.76 Unrealized +17.0%
SANDY SPRING BANCORP INC COM 0.0%
Value ($000) $266 Shares 9,507 Est. Cost $23.18 Unrealized
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $265 Shares 1,920 Est. Cost $290.43 Unrealized -44.8%
DOW DOW INC COM 0.0%
Value ($000) $261 Shares 7,479 Est. Cost $45.73 Unrealized -21.4%
INVESCO QQQ UNIT SER 1 0.0%
Value ($000) $257 Shares 548 Est. Cost $511.22 Unrealized
ABRDN LIFE SCIENCES INVESTORS SH BEN INT 0.0%
Value ($000) $252 Shares 19,826 Est. Cost $19.31 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $249 Shares 713 Est. Cost $264.03 Unrealized +31.8%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $242 Shares 1,112 Est. Cost $188.46 Unrealized +0.6%
MCK MCKESSON CORP COM 0.0%
Value ($000) $241 Shares 358 Est. Cost $615.89 Unrealized 0.0%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $240 Shares 7,116 Est. Cost $33.79 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $236 Shares 1,142 Est. Cost $173.60 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $234 Shares 5,113 Est. Cost $19.49 Unrealized +149.2%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $231 Shares 3,923 Est. Cost $49.70 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $231 Shares 161 Est. Cost $86.99 Unrealized 0.0%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $230 Shares 750 Est. Cost $288.03 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $230 Shares 5,494 Est. Cost $33.43 Unrealized +19.4%
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $229 Shares 892 Est. Cost $218.15 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $228 Shares 3,602 Est. Cost $42.52 Unrealized +54.7%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $225 Shares 2,557 Est. Cost $82.79 Unrealized +9.2%
BSJR INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $224 Shares 9,985 Est. Cost $22.40 Unrealized
BSJP INVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $220 Shares 9,561 Est. Cost $23.05 Unrealized
MTB M & T BK CORP COM 0.0%
Value ($000) $220 Shares 1,230 Est. Cost $159.11 Unrealized +16.0%
BSJQ INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF 0.0%
Value ($000) $219 Shares 9,432 Est. Cost $23.19 Unrealized
SYY SYSCO CORPORATION 0.0%
Value ($000) $216 Shares 2,879 Est. Cost $71.17 Unrealized +0.2%
BRX BRIXMOR PPTY GROUP INC COM 0.0%
Value ($000) $216 Shares 8,125 Est. Cost $27.86 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $216 Shares 4,766 Est. Cost $45.26 Unrealized
BLACKROCK TAX MUNICPAL BD TR SHS 0.0%
Value ($000) $213 Shares 12,785 Est. Cost $24.95 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $207 Shares 1,700 Est. Cost $115.30 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $206 Shares 1,414 Est. Cost $146.01 Unrealized
BLACKROCK CORE BD TR SHS BEN INT 0.0%
Value ($000) $206 Shares 18,980 Est. Cost $13.29 Unrealized
PLD PROLOGIS INC 0.0%
Value ($000) $206 Shares 1,840 Est. Cost $104.48 Unrealized +7.1%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $205 Shares 105 Est. Cost $1984.94 Unrealized 0.0%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $200 Shares 1,674 Est. Cost $123.62 Unrealized
HOFT HOOKER FURNITURE CORP 0.0%
Value ($000) $137 Shares 13,640 Est. Cost $17.52 Unrealized -27.9%
MORGAN STANLEY EMERGING MKTS COM 0.0%
Value ($000) $50 Shares 10,700 Est. Cost $6.03 Unrealized