FIRST COMMUNITY TRUST NA Diversified Active

CIK: 0001130344 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 6, 2023

Total Value ($000): $84,454 (100.0% shares, 0.0% debt)

Holdings (293)

AAPL Apple Inc Com 11.7%
Value ($000) $9,853 Shares 59,750 Est. Cost $154.71 Unrealized -6.0%
MSFT Microsoft Corp Com 6.6%
Value ($000) $5,562 Shares 19,293 Est. Cost $301.41 Unrealized -17.2%
DE Deere & Co Com 6.4%
Value ($000) $5,402 Shares 13,083 Est. Cost $329.82 Unrealized +20.4%
AMAT Applied Matls Inc Com 5.7%
Value ($000) $4,789 Shares 38,985 Est. Cost $139.59 Unrealized -19.8%
PG Procter & Gamble Co Com 4.9%
Value ($000) $4,122 Shares 27,724 Est. Cost $134.13 Unrealized -0.7%
ACN Accenture PLC Ireland Shs Class A 2.5%
Value ($000) $2,138 Shares 7,482 Est. Cost $343.31 Unrealized -23.9%
GOOGL Alphabet Inc Cap Stk CL A 2.5%
Value ($000) $2,111 Shares 20,351 Est. Cost $111.70 Unrealized -14.8%
ABBV Abbvie Inc Com 2.4%
Value ($000) $2,024 Shares 12,701 Est. Cost $102.96 Unrealized +34.2%
BDX Becton Dickinson & Co Com 2.4%
Value ($000) $2,001 Shares 8,083 Est. Cost $223.48 Unrealized +3.9%
USB US Bancorp Del Com New 1.9%
Value ($000) $1,596 Shares 44,275 Est. Cost $48.84 Unrealized -20.9%
META Meta Platforms Inc CL A 1.9%
Value ($000) $1,564 Shares 7,378 Est. Cost $329.69 Unrealized -48.7%
GOOG Alphabet Inc Cap Stk CL C 1.8%
Value ($000) $1,559 Shares 14,990 Est. Cost $111.43 Unrealized -14.0%
CLX Clorox Co Del Com 1.8%
Value ($000) $1,533 Shares 9,685 Est. Cost $145.62 Unrealized -6.4%
HOLX Hologic Inc Com 1.6%
Value ($000) $1,374 Shares 17,025 Est. Cost $73.51 Unrealized +9.5%
ZBH Zimmer Biomet Hldgs Inc Com 1.6%
Value ($000) $1,343 Shares 10,395 Est. Cost $126.23 Unrealized -3.1%
PFE Pfizer Inc Com 1.5%
Value ($000) $1,302 Shares 31,924 Est. Cost $40.29 Unrealized -9.3%
CVX Chevron Corporation 1.4%
Value ($000) $1,213 Shares 7,436 Est. Cost $98.43 Unrealized +50.8%
BRK/B Berkshire Hathaway Inc Del CL B New 1.4%
Value ($000) $1,150 Shares 3,724 Est. Cost $286.99 Unrealized +7.4%
WMT Wal-Mart Stores Inc Com 1.3%
Value ($000) $1,129 Shares 7,658 Est. Cost $45.18 Unrealized +1.4%
CBSH Commerce Bancshares Inc 1.2%
Value ($000) $1,008 Shares 17,280 Est. Cost $54.93 Unrealized -3.9%
NTRS Northern Tr Corp Com 1.0%
Value ($000) $846 Shares 9,600 Est. Cost $105.01 Unrealized -19.9%
MOAT Vaneck ETF Trust Mrngstr Wde MOAT 1.0%
Value ($000) $834 Shares 11,294 Est. Cost $76109.98 Unrealized
AMZN Amazon Com Inc Com 1.0%
Value ($000) $830 Shares 8,038 Est. Cost $120.80 Unrealized -20.0%
NEE Nextera Energy Inc Com 1.0%
Value ($000) $829 Shares 10,750 Est. Cost $77.35 Unrealized -8.7%
TGT Target Corp Com 1.0%
Value ($000) $818 Shares 4,941 Est. Cost $213.26 Unrealized -30.3%
JNJ Johnson & Johnson Com 0.9%
Value ($000) $801 Shares 5,168 Est. Cost $145.09 Unrealized +1.9%
SMG Scotts Co CL A 0.9%
Value ($000) $779 Shares 11,175 Est. Cost $120.12 Unrealized -47.6%
MMM 3M Co Com 0.9%
Value ($000) $767 Shares 7,295 Est. Cost $127.29 Unrealized -33.3%
PEP PepsiCo Inc Com 0.9%
Value ($000) $745 Shares 4,085 Est. Cost $143.52 Unrealized +10.6%
AMBA Ambarella Inc Shs 0.8%
Value ($000) $711 Shares 9,190 Est. Cost $185.38 Unrealized -53.8%
PFGC Performance Food Group Co 0.8%
Value ($000) $709 Shares 11,757 Est. Cost $45.46 Unrealized +28.5%
DIS Disney Walt Co Com Disney 0.8%
Value ($000) $688 Shares 6,873 Est. Cost $156.15 Unrealized -36.9%
MCK McKesson Hboc Inc Com 0.8%
Value ($000) $685 Shares 1,925 Est. Cost $214.77 Unrealized +65.8%
TMO Thermo Fisher Scientific Inccom 0.8%
Value ($000) $648 Shares 1,124 Est. Cost $584.41 Unrealized -4.4%
VTI Vanguard Index FDS Total Stk Mkt 0.6%
Value ($000) $548 Shares 2,684 Est. Cost $220480.27 Unrealized
T AT&T Inc Com 0.6%
Value ($000) $541 Shares 28,081 Est. Cost $14.67 Unrealized +11.5%
COHR Coherent Corp 0.6%
Value ($000) $529 Shares 13,895 Est. Cost $47.89 Unrealized -15.0%
Walgreens Boots Alliance Inccom 0.6%
Value ($000) $522 Shares 15,084 Est. Cost $52160.01 Unrealized
JPM JPMorgan Chase & Co 0.6%
Value ($000) $513 Shares 3,936 Est. Cost $145.42 Unrealized -11.9%
Stericycle Inc Com 0.6%
Value ($000) $473 Shares 10,855 Est. Cost $59639.98 Unrealized
UNH UnitedHealth Group Inc Com 0.6%
Value ($000) $468 Shares 991 Est. Cost $431.30 Unrealized +6.0%
BWA Borgwarner Inc Com 0.5%
Value ($000) $454 Shares 9,240 Est. Cost $37.80 Unrealized +5.3%
XOM Exxon Mobil Corp Com 0.5%
Value ($000) $436 Shares 3,979 Est. Cost $53.90 Unrealized +85.9%
RTX Raytheon Technologies Corp 0.5%
Value ($000) $427 Shares 4,358 Est. Cost $80.44 Unrealized +14.7%
HON Honeywell Intl Inc Com 0.5%
Value ($000) $394 Shares 2,061 Est. Cost $185.07 Unrealized -4.5%
SWKS Skyworks Solutions Inc Com 0.4%
Value ($000) $376 Shares 3,190 Est. Cost $135.60 Unrealized -25.5%
QCOM Qualcomm Inc Com 0.4%
Value ($000) $351 Shares 2,750 Est. Cost $146.06 Unrealized -20.3%
ROK Rockwell Automation 0.4%
Value ($000) $346 Shares 1,178 Est. Cost $308.06 Unrealized -12.2%
ITW Illinois Tool WKS Inc Com 0.4%
Value ($000) $336 Shares 1,381 Est. Cost $210.22 Unrealized +3.5%
CAT Caterpillar Inc Del Com 0.4%
Value ($000) $332 Shares 1,450 Est. Cost $186.69 Unrealized +23.5%
UNP Union Pac Corp Com 0.4%
Value ($000) $319 Shares 1,584 Est. Cost $214.98 Unrealized -11.9%
CSCO Cisco Sys Inc Com 0.4%
Value ($000) $305 Shares 5,842 Est. Cost $50.04 Unrealized -10.4%
VT Vanguard Total World Stock ETF 0.3%
Value ($000) $293 Shares 3,180 Est. Cost $107429.92 Unrealized
AMGN Amgen Inc Com 0.3%
Value ($000) $280 Shares 1,157 Est. Cost $188.59 Unrealized +18.8%
VV Vanguard Index Fund Large Cap ETF 0.3%
Value ($000) $259 Shares 1,388 Est. Cost $0.17 Unrealized
VO Vanguard Index FDS Mid Cap ETF 0.3%
Value ($000) $249 Shares 1,182 Est. Cost $177175.19 Unrealized
INTC Intel Corp Com 0.3%
Value ($000) $244 Shares 7,470 Est. Cost $47.29 Unrealized -41.8%
SPHD ETF Invesco S&P 500 High Divlow Volatility 0.3%
Value ($000) $232 Shares 5,490 Est. Cost $45280.00 Unrealized
IWM iShares Russell 2000 ETF 0.3%
Value ($000) $231 Shares 1,295 Est. Cost $203554.84 Unrealized
MDLZ Mondelez Intl Inc CL A 0.3%
Value ($000) $223 Shares 3,198 Est. Cost $55.31 Unrealized +10.5%
BA Boeing Co Com 0.3%
Value ($000) $218 Shares 1,027 Est. Cost $203.16 Unrealized +2.3%
CTVA Corteva Inc 0.3%
Value ($000) $218 Shares 3,609 Est. Cost $43.54 Unrealized +35.8%
CMG Chipotle Mexican Grill Inc 0.3%
Value ($000) $214 Shares 125 Est. Cost $28.91 Unrealized +8.7%
Heartland Finl USA Inc Com 0.2%
Value ($000) $210 Shares 5,482 Est. Cost $35081.73 Unrealized
HRL Hormel Foods Corp Com 0.2%
Value ($000) $199 Shares 5,000 Est. Cost $38.61 Unrealized +1.2%
DHR Danaher Corp Del Com 0.2%
Value ($000) $195 Shares 775 Est. Cost $270.11 Unrealized -17.0%
MPC Marathon Pete Corp Com 0.2%
Value ($000) $195 Shares 1,446 Est. Cost $58.41 Unrealized +101.3%
EMR Emerson Elec Co Com 0.2%
Value ($000) $190 Shares 2,177 Est. Cost $86.52 Unrealized -4.5%
MRK Merck & Co Inc Com 0.2%
Value ($000) $180 Shares 1,690 Est. Cost $73.66 Unrealized +34.0%
TXN Texas Instrs Inc Com 0.2%
Value ($000) $179 Shares 963 Est. Cost $153.80 Unrealized +4.9%
ABT Abbott Labs Com 0.2%
Value ($000) $176 Shares 1,740 Est. Cost $118.64 Unrealized -15.7%
VLO Valero Energy Corp New Com 0.2%
Value ($000) $168 Shares 1,200 Est. Cost $65.32 Unrealized +88.3%
NVDA Nvidia Corp Com 0.2%
Value ($000) $167 Shares 600 Est. Cost $27.30 Unrealized -20.8%
EFA iShares MSCI Eafe ETF 0.2%
Value ($000) $157 Shares 2,197 Est. Cost $71803.83 Unrealized
V VISA Inc Com CL A 0.2%
Value ($000) $156 Shares 690 Est. Cost $207.41 Unrealized +5.0%
KO Coca Cola Co Com 0.2%
Value ($000) $155 Shares 2,494 Est. Cost $49.18 Unrealized +12.7%
EXPD Expeditors Intl Wash Inc Com 0.2%
Value ($000) $154 Shares 1,400 Est. Cost $99.06 Unrealized +5.7%
VZ Verizon Communications Com 0.2%
Value ($000) $148 Shares 3,809 Est. Cost $39.68 Unrealized -17.6%
GIS General Mls Inc Com 0.2%
Value ($000) $147 Shares 1,724 Est. Cost $58.17 Unrealized +23.7%
RLI RLI Corp Natl Financial Serv 0.2%
Value ($000) $146 Shares 1,100 Est. Cost $45.65 Unrealized +32.6%
TRV Travelers Companies Inc Com 0.2%
Value ($000) $145 Shares 845 Est. Cost $143.90 Unrealized +19.5%
FDX FedEx Corp Com 0.2%
Value ($000) $137 Shares 600 Est. Cost $155.01 Unrealized +23.0%
PM Philip Morris Intl Inc Com 0.2%
Value ($000) $134 Shares 1,380 Est. Cost $76.42 Unrealized +13.8%
Adams Diversified Equity FD 0.2%
Value ($000) $133 Shares 8,526 Est. Cost $19410.04 Unrealized
EPD Enterprise Prods Partners L Com 0.2%
Value ($000) $128 Shares 4,960 Est. Cost $23.79 Unrealized
SCHM Schwab Strategic Tr US Mid-Cap ETF 0.1%
Value ($000) $125 Shares 1,845 Est. Cost $80430.00 Unrealized
AXP American Express Co Com 0.1%
Value ($000) $123 Shares 747 Est. Cost $161.79 Unrealized -1.1%
XEL XCEL Energy Inc Com 0.1%
Value ($000) $121 Shares 1,800 Est. Cost $56.85 Unrealized +7.2%
COST Costco Whsl Corp New Com 0.1%
Value ($000) $114 Shares 230 Est. Cost $469.36 Unrealized +0.4%
WM Waste Mgmt Inc Del Com 0.1%
Value ($000) $114 Shares 700 Est. Cost $150.67 Unrealized -2.9%
VXUS Vanguard Total International stock ETF 0.1%
Value ($000) $106 Shares 1,925 Est. Cost $0.05 Unrealized
BAX Baxter Intl Inc Com 0.1%
Value ($000) $97 Shares 2,400 Est. Cost $73.17 Unrealized -46.1%
SCHA Schwab Strategic Tr US Sml Cap ETF 0.1%
Value ($000) $96 Shares 2,300 Est. Cost $51223.62 Unrealized
LOW Lowes Cos Inc Com 0.1%
Value ($000) $93 Shares 467 Est. Cost $212.89 Unrealized -9.7%
FTCS First Trust Capital Strength ETF 0.1%
Value ($000) $92 Shares 1,260 Est. Cost $84549.73 Unrealized
HD Home Depot Inc Com 0.1%
Value ($000) $91 Shares 307 Est. Cost $343.18 Unrealized -17.1%
DD DuPont DE Nemours Inc 0.1%
Value ($000) $90 Shares 1,256 Est. Cost $29.21 Unrealized -1.8%
MCD McDonalds Corp Com 0.1%
Value ($000) $90 Shares 322 Est. Cost $229.22 Unrealized +9.3%
WBD Warner Bros Discovery Inc 0.1%
Value ($000) $88 Shares 5,823 Est. Cost $18.55 Unrealized -23.3%
ES Eversource Energy 0.1%
Value ($000) $87 Shares 1,106 Est. Cost $72.68 Unrealized -4.6%
Easterly Government Properties Inc 0.1%
Value ($000) $86 Shares 6,276 Est. Cost $5361.98 Unrealized
VOO Vanguard Index FDS S&P 500 ETF Shs 0.1%
Value ($000) $85 Shares 226 Est. Cost $16206.78 Unrealized
DNP Select Income FD Com 0.1%
Value ($000) $83 Shares 7,525 Est. Cost $10.38 Unrealized
WFC Wells Fargo Co New Com 0.1%
Value ($000) $83 Shares 2,213 Est. Cost $44.41 Unrealized -8.9%
IBM International Business MacHscom 0.1%
Value ($000) $81 Shares 620 Est. Cost $106.49 Unrealized +13.4%
CB Chubb Limited Com 0.1%
Value ($000) $81 Shares 415 Est. Cost $178.07 Unrealized +13.9%
CMCSA Comcast Corp New CL A 0.1%
Value ($000) $80 Shares 2,122 Est. Cost $45.69 Unrealized -24.2%
SCHP Schwab Strategic Tr US TIPS ETF 0.1%
Value ($000) $80 Shares 1,500 Est. Cost $62890.00 Unrealized
Tri Contl Corp Com 0.1%
Value ($000) $80 Shares 3,000 Est. Cost $33190.00 Unrealized
PSA Public Sto Com 0.1%
Value ($000) $76 Shares 250 Est. Cost $275.62 Unrealized -5.4%
VB Vanguard Index FDS Small CP ETF 0.1%
Value ($000) $75 Shares 396 Est. Cost $0.18 Unrealized
DNL Wisdomtree Tr GLB US Qtly Div 0.1%
Value ($000) $71 Shares 2,000 Est. Cost $27.50 Unrealized
FPE First Trust Preferred SEC & Inc ETF 0.1%
Value ($000) $69 Shares 4,300 Est. Cost $20319.91 Unrealized
Activision Blizzard Inc Com 0.1%
Value ($000) $68 Shares 800 Est. Cost $66530.00 Unrealized
GE General Electric Co 0.1%
Value ($000) $68 Shares 711 Est. Cost $61.56 Unrealized +7.1%
ED Consolidated Edison Inc Com 0.1%
Value ($000) $67 Shares 700 Est. Cost $68.08 Unrealized +24.6%
Kellogg Co Com 0.1%
Value ($000) $67 Shares 1,000 Est. Cost $51.09 Unrealized +12.0%
ADI Analog Devices Inc Com 0.1%
Value ($000) $66 Shares 337 Est. Cost $163.67 Unrealized +4.2%
DVA Davita Healthcare Partners 0.1%
Value ($000) $65 Shares 800 Est. Cost $107.49 Unrealized -25.5%
ALL Allstate Corp Com 0.1%
Value ($000) $65 Shares 585 Est. Cost $106.90 Unrealized +10.5%
CARR Carrier Global Corp 0.1%
Value ($000) $62 Shares 1,365 Est. Cost $47.70 Unrealized -9.6%
BMY Bristol Myers Squibb Co Com 0.1%
Value ($000) $62 Shares 894 Est. Cost $50.63 Unrealized +21.5%
VWO Vanguard Intl Equity Index Femr Mkt ETF 0.1%
Value ($000) $61 Shares 1,500 Est. Cost $47221.19 Unrealized
AEE Ameren Corp Com 0.1%
Value ($000) $60 Shares 700 Est. Cost $75.02 Unrealized +4.0%
MU Micron Technology Inc Com 0.1%
Value ($000) $60 Shares 1,000 Est. Cost $76.29 Unrealized -24.3%
Blackrock Inc 0.1%
Value ($000) $60 Shares 90 Est. Cost $732478.50 Unrealized
MO Altria Group Inc Com 0.1%
Value ($000) $59 Shares 1,330 Est. Cost $32.79 Unrealized +10.7%
TJX TJX Cos Inc New Com 0.1%
Value ($000) $59 Shares 750 Est. Cost $65.27 Unrealized +15.9%
PDBC Invesco Optm Yld Dvrs Cdty Strat No K1 ETF 0.1%
Value ($000) $59 Shares 4,129 Est. Cost $14060.06 Unrealized
MDT Medtronic PLC Shs 0.1%
Value ($000) $58 Shares 722 Est. Cost $97.26 Unrealized -23.4%
AMT American Tower Corp New Com 0.1%
Value ($000) $58 Shares 283 Est. Cost $205.92 Unrealized -7.9%
OTIS OTIS Worldwide Corp 0.1%
Value ($000) $58 Shares 682 Est. Cost $76.21 Unrealized +3.5%
ROP Roper Technologies Inc Com 0.1%
Value ($000) $57 Shares 130 Est. Cost $463.97 Unrealized -8.5%
AVGO Broadcom Inc 0.1%
Value ($000) $57 Shares 89 Est. Cost $50.66 Unrealized +13.7%
BAC BK of America Corp Com 0.1%
Value ($000) $55 Shares 1,931 Est. Cost $41.02 Unrealized -25.5%
COP ConocoPhillips Com 0.1%
Value ($000) $55 Shares 552 Est. Cost $62.64 Unrealized +58.8%
ORCL Oracle Corp Com 0.1%
Value ($000) $54 Shares 583 Est. Cost $83.97 Unrealized +1.0%
ADP Automatic Data Processing Incom 0.1%
Value ($000) $53 Shares 238 Est. Cost $206.54 Unrealized +2.4%
DUK Duke Energy Corp New Com New 0.1%
Value ($000) $53 Shares 548 Est. Cost $86.27 Unrealized +2.2%
NKE Nike Inc CL B 0.1%
Value ($000) $52 Shares 422 Est. Cost $154.31 Unrealized -24.4%
EBAY EBAY Inc Com 0.1%
Value ($000) $51 Shares 1,150 Est. Cost $66.02 Unrealized -34.4%
DRI Darden Restaurants Inc Com 0.1%
Value ($000) $50 Shares 323 Est. Cost $122.22 Unrealized +10.5%
RWO SPDR Index Shs FDS DJ GLB RL ES ETF 0.1%
Value ($000) $49 Shares 1,200 Est. Cost $56530.00 Unrealized
FLXS Flexsteel Inds Inc Com 0.1%
Value ($000) $48 Shares 2,500 Est. Cost $22.70 Unrealized -20.0%
PFG Principal Finl Group Inc Com 0.1%
Value ($000) $47 Shares 634 Est. Cost $68.99 Unrealized +10.5%
KMB Kimberly Clark Corp Com 0.1%
Value ($000) $47 Shares 350 Est. Cost $115.26 Unrealized +0.9%
AFL AFLAC Inc Com 0.1%
Value ($000) $47 Shares 722 Est. Cost $51.43 Unrealized +25.0%
MA Mastercard Incorporated CL A 0.1%
Value ($000) $46 Shares 127 Est. Cost $337.80 Unrealized +5.8%
PAYX Paychex Inc Com 0.1%
Value ($000) $46 Shares 400 Est. Cost $109.86 Unrealized -5.1%
CL Colgate Palmolive Co Com 0.1%
Value ($000) $46 Shares 608 Est. Cost $70.96 Unrealized -1.9%
PLD Prologis Inc Com 0.1%
Value ($000) $46 Shares 366 Est. Cost $131.96 Unrealized -15.2%
BK Bank New York Mellon Corp Com 0.1%
Value ($000) $45 Shares 1,000 Est. Cost $51.03 Unrealized -12.3%
RDIV Invesco S&P Ultra Dividend Revenue ETF 0.1%
Value ($000) $45 Shares 1,100 Est. Cost $42150.00 Unrealized
SYY Sysco Corp Com 0.1%
Value ($000) $45 Shares 579 Est. Cost $68.92 Unrealized +2.5%
XLV Select Sector SPDR Tr SBI Healthcare 0.1%
Value ($000) $44 Shares 342 Est. Cost $140888.89 Unrealized
HDV iShares CORE High Dividend ETF 0.1%
Value ($000) $44 Shares 435 Est. Cost $100990.80 Unrealized
SCHC Schwab Strategic Tr Intl Sceqt ETF 0.1%
Value ($000) $44 Shares 1,300 Est. Cost $40930.00 Unrealized
HBIA Hills Bancorporation 0.1%
Value ($000) $42 Shares 648 Est. Cost $67.53 Unrealized +5.5%
APD Air Prods & Chems Inc Com 0.0%
Value ($000) $42 Shares 147 Est. Cost $259.98 Unrealized +3.9%
EXAS Exact Sciences Corp Com 0.0%
Value ($000) $42 Shares 615 Est. Cost $84.43 Unrealized -23.9%
TSN Tyson Foods Inc CL A 0.0%
Value ($000) $42 Shares 700 Est. Cost $72.11 Unrealized -23.1%
FDS FactSet Research Sys Inc 0.0%
Value ($000) $42 Shares 100 Est. Cost $429.35 Unrealized -5.8%
MDY SPDR S and P Midcap 400 ETF Tr Utser1 S and Pdcrp 0.0%
Value ($000) $41 Shares 90 Est. Cost $517677.78 Unrealized
KHC Kraft Heinz Co Com 0.0%
Value ($000) $41 Shares 1,052 Est. Cost $29.49 Unrealized +15.9%
FHLC Fidelity Health Care Index 0.0%
Value ($000) $39 Shares 637 Est. Cost $68660.13 Unrealized
UPS United Parcel Service Inc CL B 0.0%
Value ($000) $39 Shares 199 Est. Cost $160.41 Unrealized -1.4%
SBUX Starbucks Corp Com 0.0%
Value ($000) $38 Shares 363 Est. Cost $97.11 Unrealized -0.1%
CASH Meta Financial Group Inc 0.0%
Value ($000) $37 Shares 900 Est. Cost $58.81 Unrealized -20.7%
Nuveen AMT-Free Quality Municipal 0.0%
Value ($000) $37 Shares 3,299 Est. Cost $10.61 Unrealized
LLY Eli Lilly & Co 0.0%
Value ($000) $36 Shares 105 Est. Cost $243.85 Unrealized +35.3%
WTRG Essential Utilities Inc 0.0%
Value ($000) $35 Shares 802 Est. Cost $48.56 Unrealized -7.1%
XLE CEF Select Sector SPDR Energy 0.0%
Value ($000) $34 Shares 415 Est. Cost $23.02 Unrealized
F Ford Mtr Co Del Com Par 0.01 0.0%
Value ($000) $33 Shares 2,643 Est. Cost $13.59 Unrealized -24.9%
LNT Alliant Energy Corp Com 0.0%
Value ($000) $33 Shares 611 Est. Cost $50.05 Unrealized -3.5%
LUV Southwest Airls Co Com 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $33.54 Unrealized -5.1%
COF Capital One Finl Corp Com 0.0%
Value ($000) $32 Shares 335 Est. Cost $143.40 Unrealized -30.5%
XLF Financial Sel SEC SPDR ETF 0.0%
Value ($000) $32 Shares 989 Est. Cost $39049.55 Unrealized
GILD Gilead Sciences Inc Com 0.0%
Value ($000) $31 Shares 370 Est. Cost $58.66 Unrealized +27.3%
HPQ HP Inc Com 0.0%
Value ($000) $31 Shares 1,045 Est. Cost $28.19 Unrealized -8.8%
BABA Alibaba Group Hldg LTD Sponsored ADS 0.0%
Value ($000) $31 Shares 300 Est. Cost $118790.00 Unrealized
PEG Public Svc Enterprise Group Com 0.0%
Value ($000) $29 Shares 470 Est. Cost $55.02 Unrealized -0.2%
CVS CVS/Caremark Corp 0.0%
Value ($000) $29 Shares 395 Est. Cost $80.49 Unrealized -6.6%
PCY Invesco Exchng Traded FD Tr Emrng Mkt Svrg 0.0%
Value ($000) $29 Shares 1,500 Est. Cost $26350.00 Unrealized
SYK Stryker Corp Com 0.0%
Value ($000) $29 Shares 100 Est. Cost $251.12 Unrealized +2.6%
C Citigroup Inc Com New 0.0%
Value ($000) $28 Shares 605 Est. Cost $57.18 Unrealized -22.6%
SO Southern Co Com 0.0%
Value ($000) $28 Shares 400 Est. Cost $54.72 Unrealized +10.9%
XLY Consumer Discretion Sel Sect SPDR ETF 0.0%
Value ($000) $28 Shares 184 Est. Cost $204440.22 Unrealized
ADM Archer Daniels Midland Co Com 0.0%
Value ($000) $27 Shares 345 Est. Cost $78.47 Unrealized -5.2%
AIQ Global X Artificial Intelligence & Tech ETF 0.0%
Value ($000) $26 Shares 1,050 Est. Cost $24.59 Unrealized
IJH iShares CORE S&P Mid-Cap ETF 0.0%
Value ($000) $25 Shares 100 Est. Cost $283080.00 Unrealized
VTRS Viatris Inc 0.0%
Value ($000) $25 Shares 2,594 Est. Cost $11.12 Unrealized -12.8%
DOV Dover Corp Com 0.0%
Value ($000) $25 Shares 163 Est. Cost $160.92 Unrealized -11.9%
NSC Norfolk Southern Corp Com 0.0%
Value ($000) $24 Shares 115 Est. Cost $254.92 Unrealized -15.0%
USXF iShares ESG Advanved US ETF 0.0%
Value ($000) $22 Shares 670 Est. Cost $39440.21 Unrealized
MFC Manulife Finl Corp Com 0.0%
Value ($000) $22 Shares 1,199 Est. Cost $19.36 Unrealized -1.8%
LHX L3 Harris Technologies Inc 0.0%
Value ($000) $21 Shares 108 Est. Cost $205.07 Unrealized -6.3%
Pioneer Natural Resources Company 0.0%
Value ($000) $21 Shares 103 Est. Cost $0.23 Unrealized
VEGN US Vegan Climate ETF 0.0%
Value ($000) $21 Shares 595 Est. Cost $43317.24 Unrealized
VGT Vanguard Info Tec Index ETF 0.0%
Value ($000) $20 Shares 53 Est. Cost $458169.80 Unrealized
IRM Iron Mountain Inc REIT 0.0%
Value ($000) $20 Shares 385 Est. Cost $40.12 Unrealized +17.7%
GEHC GE Healthcare Technologies Inc 0.0%
Value ($000) $19 Shares 236 Est. Cost $71.08 Unrealized 0.0%
TSLX Sixth Street Specialty Lending Inc 0.0%
Value ($000) $19 Shares 1,040 Est. Cost $23.30 Unrealized -20.4%
ARC Healthcare Trust II REIT 0.0%
Value ($000) $18 Shares 1,216 Est. Cost $13509.85 Unrealized
WEC WEC Energy Group Inc Com 0.0%
Value ($000) $18 Shares 192 Est. Cost $79.59 Unrealized +5.0%
BIIB Biogen Inc Com 0.0%
Value ($000) $18 Shares 65 Est. Cost $257.12 Unrealized +7.6%
DOW Dow Holdings Inc 0.0%
Value ($000) $18 Shares 329 Est. Cost $46.13 Unrealized +2.5%
XPO XPO Logistics Inc Com 0.0%
Value ($000) $16 Shares 500 Est. Cost $33.69 Unrealized +6.9%
Unilever PLC Spon ADR New 0.0%
Value ($000) $16 Shares 307 Est. Cost $53791.53 Unrealized
Lam Research Corp 0.0%
Value ($000) $16 Shares 30 Est. Cost $719166.70 Unrealized
OHI Omega Healthcare Invs Inc Com 0.0%
Value ($000) $16 Shares 576 Est. Cost $29590.28 Unrealized
HWM Howmet Aerospace Inc 0.0%
Value ($000) $16 Shares 370 Est. Cost $30.44 Unrealized +33.4%
CI Cigna Group 0.0%
Value ($000) $16 Shares 61 Est. Cost $206.85 Unrealized +33.5%
PCAR PACCAR Inc Com 0.0%
Value ($000) $15 Shares 210 Est. Cost $53.88 Unrealized +19.0%
RJF Raymond James Finl Inc Com 0.0%
Value ($000) $15 Shares 163 Est. Cost $92.93 Unrealized +9.1%
OTTR Otter Tail Corp Com 0.0%
Value ($000) $14 Shares 200 Est. Cost $58.09 Unrealized +6.3%
CFR Cullen Frost Bankers Inc Com 0.0%
Value ($000) $14 Shares 137 Est. Cost $113.50 Unrealized -0.2%
HPE Hewlett Packard Enterprise Ccom 0.0%
Value ($000) $14 Shares 850 Est. Cost $13.35 Unrealized +8.4%
DEO Diageo P L C Spon ADR New 0.0%
Value ($000) $13 Shares 70 Est. Cost $220136.84 Unrealized
ICLN iShares Global Clean Energy ETF 0.0%
Value ($000) $12 Shares 625 Est. Cost $21169.60 Unrealized
MGV Vanguard Mega Cap Value ETF 0.0%
Value ($000) $12 Shares 120 Est. Cost $106816.66 Unrealized
WHR Whirlpool Corp Com 0.0%
Value ($000) $12 Shares 90 Est. Cost $219.62 Unrealized -35.1%
DVY iShares Select Dividend ETF 0.0%
Value ($000) $12 Shares 100 Est. Cost $122589.93 Unrealized
PSX Phillips 66 Com 0.0%
Value ($000) $11 Shares 111 Est. Cost $67.78 Unrealized +35.2%
CNC Centene Corp Del Com 0.0%
Value ($000) $11 Shares 178 Est. Cost $73.27 Unrealized -3.1%
PII Polaris Inds Inc Com 0.0%
Value ($000) $11 Shares 101 Est. Cost $116.70 Unrealized -5.1%
GS Goldman Sachs Group Inc Com 0.0%
Value ($000) $11 Shares 34 Est. Cost $321.54 Unrealized +0.7%
BNY Mellon Strategic Municipals Inc 0.0%
Value ($000) $11 Shares 1,700 Est. Cost $5.88 Unrealized
AZN Astrazeneca PLC Sponsored ADR 0.0%
Value ($000) $10 Shares 150 Est. Cost $58253.33 Unrealized
NVS Novartis AG CHF 0.0%
Value ($000) $10 Shares 113 Est. Cost $81289.36 Unrealized
SEE Sealed Air Corp New Com 0.0%
Value ($000) $10 Shares 226 Est. Cost $57.22 Unrealized -18.7%
RCL Royal Caribbean Group 0.0%
Value ($000) $10 Shares 157 Est. Cost $67.22 Unrealized -3.6%
Interpublic Group Cos Inc Com 0.0%
Value ($000) $10 Shares 275 Est. Cost $31.06 Unrealized +3.3%
FLEX FLEX LTD Ord 0.0%
Value ($000) $10 Shares 440 Est. Cost $13.53 Unrealized +27.8%
SCHW Schwab Charles Corp New Com 0.0%
Value ($000) $10 Shares 188 Est. Cost $76.51 Unrealized -8.2%
SLB Schlumberger LTD Com 0.0%
Value ($000) $10 Shares 200 Est. Cost $28.71 Unrealized +72.0%
APAM Artisan Partners Asset Mgmt 0.0%
Value ($000) $10 Shares 300 Est. Cost $30.92 Unrealized -15.8%
PKW Invesco Buyback Achievers ETF 0.0%
Value ($000) $9 Shares 110 Est. Cost $85.07 Unrealized
WPC W P Carey Inc Com 0.0%
Value ($000) $9 Shares 120 Est. Cost $82050.00 Unrealized
TE Connectivity LTD Reg Shs 0.0%
Value ($000) $9 Shares 70 Est. Cost $161342.86 Unrealized
EA Electronic Arts Inc Com 0.0%
Value ($000) $9 Shares 75 Est. Cost $131.47 Unrealized -12.1%
CTSH Cognizant Technology Solutiocl A 0.0%
Value ($000) $9 Shares 145 Est. Cost $75.26 Unrealized -20.6%
KMI Kinder Morgan Inc Del Com 0.0%
Value ($000) $9 Shares 500 Est. Cost $13.20 Unrealized +15.5%
CE Celanese Corp Class A 0.0%
Value ($000) $9 Shares 80 Est. Cost $151.80 Unrealized -27.2%
GRMN Garmin LTD 0.0%
Value ($000) $8 Shares 80 Est. Cost $131.47 Unrealized -30.0%
Nuveen Select Mat Mun FD SH Ben Int 0.0%
Value ($000) $8 Shares 860 Est. Cost $9.30 Unrealized
STZ Constellation Brands Inc CL A 0.0%
Value ($000) $8 Shares 35 Est. Cost $212.48 Unrealized -0.7%
WEN Wendys Co Com 0.0%
Value ($000) $8 Shares 350 Est. Cost $22.24 Unrealized -1.2%
ORI Old Republic Intl Corp 0.0%
Value ($000) $7 Shares 300 Est. Cost $18.39 Unrealized +11.1%
FXR First Trust Indstrl/Prod Durb Alpha ETF 0.0%
Value ($000) $7 Shares 134 Est. Cost $62410.45 Unrealized
MS Morgan Stanley Com New 0.0%
Value ($000) $7 Shares 83 Est. Cost $86.14 Unrealized -1.5%
FHN First Horizon Corp 0.0%
Value ($000) $7 Shares 385 Est. Cost $21.53 Unrealized -7.7%
XLRE Real Estate Sel Sect SPDR 0.0%
Value ($000) $7 Shares 178 Est. Cost $33.71 Unrealized
CRM Salesforce Com Inc Com 0.0%
Value ($000) $7 Shares 33 Est. Cost $144.17 Unrealized +15.8%
GSK GSK PLC ADR 0.0%
Value ($000) $6 Shares 160 Est. Cost $28.81 Unrealized
TSLA Tesla Inc 0.0%
Value ($000) $6 Shares 27 Est. Cost $297.04 Unrealized -41.3%
D Dominion Energy Inc Com 0.0%
Value ($000) $6 Shares 100 Est. Cost $62.13 Unrealized -18.6%
FANG Diamondback Energy Inc 0.0%
Value ($000) $6 Shares 41 Est. Cost $89.41 Unrealized +38.4%
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $5 Shares 36 Est. Cost $167916.67 Unrealized
AA Alcoa Corp Com 0.0%
Value ($000) $5 Shares 127 Est. Cost $47.93 Unrealized -3.0%
XLC Communication Services Sel Sect SPDR ETF 0.0%
Value ($000) $5 Shares 90 Est. Cost $77677.78 Unrealized
QSR Restaurant Brands Intl Inc Com 0.0%
Value ($000) $5 Shares 75 Est. Cost $58.94 Unrealized +10.6%
STT State Street Corp 0.0%
Value ($000) $5 Shares 66 Est. Cost $81.00 Unrealized -6.0%
IWF iShares Russell 1000 Growth ETF 0.0%
Value ($000) $5 Shares 20 Est. Cost $305600.00 Unrealized
EIX Edison Intl Com 0.0%
Value ($000) $5 Shares 69 Est. Cost $52.64 Unrealized +12.5%
OKE Oneok Inc New Com 0.0%
Value ($000) $5 Shares 75 Est. Cost $49.62 Unrealized +15.5%
PIPR Piper Sandler Cos Com 0.0%
Value ($000) $5 Shares 34 Est. Cost $169.95 Unrealized -16.1%
DRIV Global X Atnms & Electrc Vhcls ETF 0.0%
Value ($000) $4 Shares 175 Est. Cost $30531.43 Unrealized
NCLH Norwegian Cruise Line Hldg Lshs 0.0%
Value ($000) $4 Shares 300 Est. Cost $17.34 Unrealized -13.7%
LIN Linde Plc Ireland 0.0%
Value ($000) $4 Shares 11 Est. Cost $322.30 Unrealized 0.0%
QRVO QORVO Inc 0.0%
Value ($000) $4 Shares 37 Est. Cost $158.98 Unrealized -36.2%
PRU Prudential Finl Inc Com 0.0%
Value ($000) $4 Shares 45 Est. Cost $88.87 Unrealized -7.0%
Arconic Corp 0.0%
Value ($000) $4 Shares 137 Est. Cost $33007.30 Unrealized
SMTC Semtech Corp Com 0.0%
Value ($000) $4 Shares 145 Est. Cost $85.14 Unrealized -63.3%
PH Parker Hannifin Corp 0.0%
Value ($000) $3 Shares 10 Est. Cost $292.73 Unrealized +9.3%
HAIN The Hain Celestial Group Inc 0.0%
Value ($000) $3 Shares 180 Est. Cost $42.66 Unrealized -57.3%
GD General Dynamics Corp Com 0.0%
Value ($000) $3 Shares 13 Est. Cost $185.25 Unrealized +17.5%
HLT Hilton Worldwide Hldgs Inc 0.0%
Value ($000) $3 Shares 18 Est. Cost $142.26 Unrealized -1.9%
MHK Mohawk Inds Inc Com 0.0%
Value ($000) $3 Shares 25 Est. Cost $178.47 Unrealized -38.9%
AMD Advanced Micro Devices Inc Com 0.0%
Value ($000) $2 Shares 25 Est. Cost $91.91 Unrealized -11.5%
STNE Stoneco LTD 0.0%
Value ($000) $2 Shares 250 Est. Cost $16860.00 Unrealized
374Water Inc 0.0%
Value ($000) $2 Shares 500 Est. Cost $2.00 Unrealized
CCL Carnival Corp 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.36 Unrealized 0.0%
CAG Conagra Brands Inc 0.0%
Value ($000) $2 Shares 51 Est. Cost $26.97 Unrealized +18.4%
LW Lamb Weston Hldgs Inc 0.0%
Value ($000) $2 Shares 17 Est. Cost $53.78 Unrealized +74.3%
Tekla Life Sciences Invs SH Ben Int 0.0%
Value ($000) $1 Shares 100 Est. Cost $19230.00 Unrealized
ASIX AdvanSix Inc Com 0.0%
Value ($000) $1 Shares 28 Est. Cost $42.15 Unrealized -11.7%
VMware 0.0%
Value ($000) $1 Shares 8 Est. Cost $115875.00 Unrealized
AG First Majestic Silver Corp Com 0.0%
Value ($000) $1 Shares 128 Est. Cost $11.92 Unrealized -38.8%
PLTR Palantir Technologies Inc 0.0%
Value ($000) $1 Shares 100 Est. Cost $7.58 Unrealized +3.2%
DELL DELL Technologies Inc 0.0%
Value ($000) $1 Shares 19 Est. Cost $51.11 Unrealized -25.5%
Bitnile Metaverse Inc 0.0%
Value ($000) $0 Shares 2,500 Est. Cost $2230.00 Unrealized
LUMN Lumen Technologies Inc 0.0%
Value ($000) $0 Shares 56 Est. Cost $11.76 Unrealized -65.7%
China Pharma Hldgs Inc 0.0%
Value ($000) $0 Shares 150 Est. Cost $0.39 Unrealized