FIRST COMMUNITY TRUST NA Diversified Active

CIK: 0001130344 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 7, 2025

Total Value ($000): $129,220 (100.0% shares, 0.0% debt)

Holdings (340)

AAPL Apple Inc Com 11.2%
Value ($000) $14,446 Shares 56,735 Est. Cost $155.31 Unrealized +45.2%
MSFT Microsoft Corp Com 8.3%
Value ($000) $10,682 Shares 20,623 Est. Cost $310.42 Unrealized +63.9%
NVDA Nvidia Corp Com 6.8%
Value ($000) $8,848 Shares 47,420 Est. Cost $101.26 Unrealized +72.1%
AMAT Applied Matls Inc Com 6.1%
Value ($000) $7,826 Shares 38,224 Est. Cost $141.30 Unrealized +27.9%
DE Deere & Co Com 5.1%
Value ($000) $6,553 Shares 14,330 Est. Cost $376.58 Unrealized +30.0%
META Meta Platforms Inc CL A 4.6%
Value ($000) $5,969 Shares 8,128 Est. Cost $346.31 Unrealized +114.6%
GOOGL Alphabet Inc Cap Stk CL A 3.4%
Value ($000) $4,403 Shares 18,110 Est. Cost $116.14 Unrealized +80.1%
PG Procter & Gamble Co Com 3.0%
Value ($000) $3,842 Shares 25,007 Est. Cost $134.13 Unrealized +15.5%
GOOG Alphabet Inc Cap Stk CL C 2.4%
Value ($000) $3,095 Shares 12,707 Est. Cost $112.39 Unrealized +86.8%
ABBV Abbvie Inc Com 2.1%
Value ($000) $2,752 Shares 11,884 Est. Cost $104.47 Unrealized +93.3%
AMZN Amazon Com Inc Com 2.0%
Value ($000) $2,581 Shares 11,753 Est. Cost $135.58 Unrealized +67.0%
WMT Wal-Mart Stores Inc Com 1.9%
Value ($000) $2,462 Shares 23,886 Est. Cost $54.99 Unrealized +80.4%
SHY iShares 1-3 Yr Treasury ETF 1.5%
Value ($000) $1,899 Shares 22,887 Est. Cost $81.28 Unrealized
IVV Blackrock Institutional Trust Company N.A. Ishares Core S&p 500 Etf 1.4%
Value ($000) $1,864 Shares 2,785 Est. Cost $520.49 Unrealized
VV Vanguard Index Fund Large Cap ETF 1.4%
Value ($000) $1,773 Shares 5,760 Est. Cost $200.02 Unrealized
AVGO Broadcom Inc 1.3%
Value ($000) $1,679 Shares 5,089 Est. Cost $155.94 Unrealized +96.1%
IEF iShares 7-10 Yr Treasury ETF 1.1%
Value ($000) $1,465 Shares 15,185 Est. Cost $91.59 Unrealized
BRK/B Berkshire Hathaway Inc Del CL B New 1.1%
Value ($000) $1,430 Shares 2,845 Est. Cost $290.88 Unrealized +66.5%
BDX Becton Dickinson & Co Com 1.0%
Value ($000) $1,349 Shares 7,210 Est. Cost $223.07 Unrealized -17.5%
XLK Select Sector SPDR Tr Technology 1.0%
Value ($000) $1,335 Shares 4,737 Est. Cost $186.85 Unrealized
ACN Accenture PLC Ireland Shs Class A 1.0%
Value ($000) $1,309 Shares 5,307 Est. Cost $343.52 Unrealized -24.1%
USB US Bancorp Del Com New 1.0%
Value ($000) $1,306 Shares 27,019 Est. Cost $48.84 Unrealized -5.1%
CVX Chevron Corporation 0.9%
Value ($000) $1,185 Shares 7,632 Est. Cost $100.33 Unrealized +51.8%
CLX Clorox Co Del Com 0.9%
Value ($000) $1,161 Shares 9,413 Est. Cost $145.94 Unrealized -16.2%
HOLX Hologic Inc Com 0.9%
Value ($000) $1,118 Shares 16,561 Est. Cost $73.63 Unrealized -9.8%
PFGC Performance Food Group Co 0.8%
Value ($000) $1,075 Shares 10,331 Est. Cost $45.46 Unrealized +120.2%
NTRS Northern Tr Corp Com 0.8%
Value ($000) $1,013 Shares 7,529 Est. Cost $104.50 Unrealized +21.9%
JPM JPMorgan Chase & Co 0.8%
Value ($000) $987 Shares 3,130 Est. Cost $149.79 Unrealized +97.6%
ZBH Zimmer Biomet Hldgs Inc Com 0.7%
Value ($000) $902 Shares 9,157 Est. Cost $126.23 Unrealized -21.9%
RTX RTX Corporation 0.6%
Value ($000) $826 Shares 4,939 Est. Cost $85.56 Unrealized +80.3%
VTV Vanguard Value ETF 0.6%
Value ($000) $824 Shares 4,419 Est. Cost $140.33 Unrealized
MOAT Vaneck ETF Trust Mrngstr Wde MOAT 0.6%
Value ($000) $817 Shares 8,242 Est. Cost $76109.98 Unrealized
AMD Advanced Micro Devices Inc Com 0.5%
Value ($000) $674 Shares 4,168 Est. Cost $173.84 Unrealized -7.2%
COST Costco Whsl Corp New Com 0.5%
Value ($000) $656 Shares 709 Est. Cost $631.54 Unrealized +51.5%
VXUS Vanguard Total International stock ETF 0.5%
Value ($000) $650 Shares 8,849 Est. Cost $54.50 Unrealized
VOO Vanguard Index FDS S&P 500 ETF Shs 0.5%
Value ($000) $641 Shares 1,046 Est. Cost $900.19 Unrealized
PFE Pfizer Inc Com 0.5%
Value ($000) $629 Shares 24,670 Est. Cost $40.29 Unrealized -40.1%
DIS Disney Walt Co Com Disney 0.4%
Value ($000) $580 Shares 5,068 Est. Cost $156.15 Unrealized -25.1%
PANW Palo Alto Networks Inc 0.4%
Value ($000) $566 Shares 2,782 Est. Cost $173.33 Unrealized +10.4%
SMCI Super Micro Computer Inc 0.4%
Value ($000) $561 Shares 11,710 Est. Cost $37.94 Unrealized +25.8%
CEG Constellation Energy Corp 0.4%
Value ($000) $559 Shares 1,700 Est. Cost $249.66 Unrealized +29.0%
CRWD Crowdstrike Holdings Inc Class A 0.4%
Value ($000) $557 Shares 1,135 Est. Cost $323.21 Unrealized +40.7%
JNJ Johnson & Johnson Com 0.4%
Value ($000) $516 Shares 2,785 Est. Cost $145.35 Unrealized +16.6%
IOO Blackrock Institutional Trust Company N.A. Ishares Global 100 Etf 0.4%
Value ($000) $505 Shares 4,204 Est. Cost $96.58 Unrealized
QQQ Invesco QQQ Tr Unit Ser 1 ETF 0.4%
Value ($000) $493 Shares 821 Est. Cost $411.50 Unrealized
WCLD Wisdomtree Cld Cmutng FD ETF 0.4%
Value ($000) $468 Shares 13,310 Est. Cost $34.78 Unrealized
QCOM Qualcomm Inc Com 0.4%
Value ($000) $457 Shares 2,750 Est. Cost $146.06 Unrealized +7.6%
CAT Caterpillar Inc Del Com 0.4%
Value ($000) $454 Shares 951 Est. Cost $186.69 Unrealized +127.9%
UMBF UMB Financial Corp 0.3%
Value ($000) $441 Shares 3,730 Est. Cost $110.25 Unrealized +4.5%
SMG Scotts Co CL A 0.3%
Value ($000) $440 Shares 7,720 Est. Cost $119.49 Unrealized -48.7%
VO Vanguard Index FDS Mid Cap ETF 0.3%
Value ($000) $430 Shares 1,463 Est. Cost $35818.67 Unrealized
LNT Alliant Energy Corp Com 0.3%
Value ($000) $416 Shares 6,169 Est. Cost $46.81 Unrealized +36.5%
AMBA Ambarella Inc Shs 0.3%
Value ($000) $413 Shares 5,000 Est. Cost $183.96 Unrealized -60.5%
ROK Rockwell Automation 0.3%
Value ($000) $408 Shares 1,168 Est. Cost $308.06 Unrealized +11.5%
VB Vanguard Index FDS Small CP ETF 0.3%
Value ($000) $402 Shares 1,581 Est. Cost $185.50 Unrealized
BLK Blackrock Inc 0.3%
Value ($000) $356 Shares 305 Est. Cost $941.76 Unrealized +17.7%
VT Vanguard Total World Stock ETF 0.3%
Value ($000) $333 Shares 2,415 Est. Cost $107429.92 Unrealized
NEE Nextera Energy Inc Com 0.3%
Value ($000) $331 Shares 4,388 Est. Cost $77.35 Unrealized -6.6%
ITW Illinois Tool WKS Inc Com 0.2%
Value ($000) $323 Shares 1,238 Est. Cost $210.22 Unrealized +22.4%
SPYV Spdr Series Trust Portfolio S&p 500 Value Etf 0.2%
Value ($000) $322 Shares 5,820 Est. Cost $48.74 Unrealized
TGT Target Corp Com 0.2%
Value ($000) $292 Shares 3,254 Est. Cost $213.26 Unrealized -54.6%
BWA Borgwarner Inc Com 0.2%
Value ($000) $283 Shares 6,429 Est. Cost $37.36 Unrealized +6.3%
CRM Salesforce Com Inc Com 0.2%
Value ($000) $278 Shares 1,175 Est. Cost $271.31 Unrealized -7.3%
TMO Thermo Fisher Scientific Inccom 0.2%
Value ($000) $275 Shares 567 Est. Cost $584.41 Unrealized -20.5%
INTC Intel Corp Com 0.2%
Value ($000) $271 Shares 8,077 Est. Cost $45.39 Unrealized -46.6%
V VISA Inc Com CL A 0.2%
Value ($000) $267 Shares 781 Est. Cost $218.05 Unrealized +58.3%
AMGN Amgen Inc Com 0.2%
Value ($000) $264 Shares 937 Est. Cost $188.59 Unrealized +52.0%
SUB iShares Short-term National Muni Bond ETF 0.2%
Value ($000) $263 Shares 2,461 Est. Cost $105.48 Unrealized
CSCO Cisco Sys Inc Com 0.2%
Value ($000) $237 Shares 3,468 Est. Cost $50.04 Unrealized +34.7%
PEP PepsiCo Inc Com 0.2%
Value ($000) $229 Shares 1,628 Est. Cost $143.52 Unrealized -2.2%
CTVA Corteva Inc 0.2%
Value ($000) $228 Shares 3,376 Est. Cost $43.54 Unrealized +65.7%
ABT Abbott Labs Com 0.2%
Value ($000) $225 Shares 1,683 Est. Cost $118.64 Unrealized +10.1%
SHOP Shopify Inc CL A 0.2%
Value ($000) $225 Shares 1,515 Est. Cost $100.02 Unrealized +35.5%
TRV Travelers Companies Inc Com 0.2%
Value ($000) $223 Shares 800 Est. Cost $143.90 Unrealized +84.8%
LLY Eli Lilly & Co 0.2%
Value ($000) $219 Shares 287 Est. Cost $638.85 Unrealized +16.2%
VRT Vertiv Holdings Co Class A 0.2%
Value ($000) $218 Shares 1,446 Est. Cost $64.84 Unrealized +105.6%
VLO Valero Energy Corp New Com 0.2%
Value ($000) $204 Shares 1,200 Est. Cost $65.32 Unrealized +126.3%
GE GE Aerospace 0.2%
Value ($000) $202 Shares 671 Est. Cost $61.56 Unrealized +343.0%
MPC Marathon Pete Corp Com 0.2%
Value ($000) $197 Shares 1,020 Est. Cost $58.41 Unrealized +198.7%
CMG Chipotle Mexican Grill Inc 0.2%
Value ($000) $196 Shares 5,000 Est. Cost $59.17 Unrealized -23.9%
XRAY Dentsply Sirona Inc 0.1%
Value ($000) $191 Shares 15,090 Est. Cost $18.57 Unrealized -21.9%
MDLZ Mondelez Intl Inc CL A 0.1%
Value ($000) $185 Shares 2,968 Est. Cost $55.31 Unrealized +14.6%
PM Philip Morris Intl Inc Com 0.1%
Value ($000) $184 Shares 1,135 Est. Cost $76.42 Unrealized +116.2%
AXP American Express Co Com 0.1%
Value ($000) $183 Shares 550 Est. Cost $161.79 Unrealized +95.6%
IBM International Business MacHscom 0.1%
Value ($000) $174 Shares 617 Est. Cost $106.49 Unrealized +143.7%
HOOD Robinhood Markets Inc. 0.1%
Value ($000) $172 Shares 1,200 Est. Cost $59.18 Unrealized +84.3%
FDX FedEx Corp Com 0.1%
Value ($000) $169 Shares 716 Est. Cost $181.59 Unrealized +25.7%
MU Micron Technology Inc Com 0.1%
Value ($000) $167 Shares 1,000 Est. Cost $76.29 Unrealized +67.5%
BA Boeing Co Com 0.1%
Value ($000) $167 Shares 772 Est. Cost $202.00 Unrealized +11.6%
ORCL Oracle Corp Com 0.1%
Value ($000) $164 Shares 583 Est. Cost $83.97 Unrealized +202.7%
SWKS Skyworks Solutions Inc Com 0.1%
Value ($000) $161 Shares 2,090 Est. Cost $135.60 Unrealized -46.0%
HD Home Depot Inc Com 0.1%
Value ($000) $156 Shares 384 Est. Cost $359.13 Unrealized +8.4%
EPD Enterprise Prods Partners L Com 0.1%
Value ($000) $155 Shares 4,960 Est. Cost $23.79 Unrealized
WM Waste Mgmt Inc Del Com 0.1%
Value ($000) $155 Shares 700 Est. Cost $150.67 Unrealized +48.5%
TXN Texas Instrs Inc Com 0.1%
Value ($000) $154 Shares 838 Est. Cost $153.80 Unrealized +25.7%
EMR Emerson Elec Co Com 0.1%
Value ($000) $151 Shares 1,153 Est. Cost $86.52 Unrealized +56.6%
WFC Wells Fargo Co New Com 0.1%
Value ($000) $143 Shares 1,704 Est. Cost $47.61 Unrealized +69.0%
QYLD Global X Nasdaq 100 Covered Call ETF 0.1%
Value ($000) $140 Shares 8,251 Est. Cost $17.32 Unrealized
VWO Vanguard Intl Equity Index Femr Mkt ETF 0.1%
Value ($000) $138 Shares 2,547 Est. Cost $17630.00 Unrealized
KO Coca Cola Co Com 0.1%
Value ($000) $138 Shares 2,076 Est. Cost $49.18 Unrealized +38.1%
COF Capital One Finl Corp Com 0.1%
Value ($000) $135 Shares 635 Est. Cost $140.47 Unrealized +55.1%
MRK Merck & Co Inc Com 0.1%
Value ($000) $132 Shares 1,575 Est. Cost $73.66 Unrealized +10.0%
UNH UnitedHealth Group Inc Com 0.1%
Value ($000) $129 Shares 373 Est. Cost $438.63 Unrealized -31.8%
XOM Exxon Mobil Corp Com 0.1%
Value ($000) $123 Shares 1,089 Est. Cost $63.61 Unrealized +72.4%
XEL XCEL Energy Inc Com 0.1%
Value ($000) $121 Shares 1,500 Est. Cost $56.85 Unrealized +25.5%
HRL Hormel Foods Corp Com 0.1%
Value ($000) $115 Shares 4,665 Est. Cost $38.61 Unrealized -29.2%
TJX TJX Cos Inc New Com 0.1%
Value ($000) $110 Shares 764 Est. Cost $65.98 Unrealized +100.5%
SPY SPDR S&P 500 ETF Tr Tr Unit 0.1%
Value ($000) $108 Shares 162 Est. Cost $586.08 Unrealized
LOW Lowes Cos Inc Com 0.1%
Value ($000) $107 Shares 426 Est. Cost $212.89 Unrealized +14.7%
Adams Diversified Equity FD 0.1%
Value ($000) $104 Shares 4,680 Est. Cost $19410.04 Unrealized
EXPD Expeditors Intl Wash Inc Com 0.1%
Value ($000) $104 Shares 851 Est. Cost $99.06 Unrealized +19.4%
SCHM Schwab Strategic Tr US Mid-Cap ETF 0.1%
Value ($000) $104 Shares 3,500 Est. Cost $26828.47 Unrealized
KVUE Kenvue Inc Corp Common 0.1%
Value ($000) $102 Shares 6,260 Est. Cost $21.04 Unrealized -4.6%
GEV GE Vernova LLC 0.1%
Value ($000) $101 Shares 165 Est. Cost $158.10 Unrealized +283.0%
SCHA Schwab Strategic Tr US Sml Cap ETF 0.1%
Value ($000) $98 Shares 3,500 Est. Cost $25624.74 Unrealized
MCK McKesson Hboc Inc Com 0.1%
Value ($000) $97 Shares 125 Est. Cost $214.77 Unrealized +227.3%
DD DuPont DE Nemours Inc 0.1%
Value ($000) $95 Shares 1,218 Est. Cost $29.49 Unrealized +5.6%
BK Bank New York Mellon Corp Com 0.1%
Value ($000) $94 Shares 866 Est. Cost $51.03 Unrealized +98.6%
UPS United Parcel Service Inc CL B 0.1%
Value ($000) $94 Shares 1,129 Est. Cost $101.67 Unrealized -13.3%
XLC Communication Services Sel Sect SPDR ETF 0.1%
Value ($000) $94 Shares 794 Est. Cost $8877.19 Unrealized
VZ Verizon Communications Com 0.1%
Value ($000) $92 Shares 2,085 Est. Cost $39.79 Unrealized +6.8%
RLI RLI Corp Natl Financial Serv 0.1%
Value ($000) $91 Shares 1,400 Est. Cost $59.38 Unrealized +9.9%
MGK Vanguard Group, Inc. Mega Cap Growth Etf 0.1%
Value ($000) $90 Shares 223 Est. Cost $321.95 Unrealized
HON Honeywell Intl Inc Com 0.1%
Value ($000) $90 Shares 426 Est. Cost $185.07 Unrealized +11.9%
CARR Carrier Global Corp 0.1%
Value ($000) $88 Shares 1,472 Est. Cost $49.91 Unrealized +35.5%
MO Altria Group Inc Com 0.1%
Value ($000) $86 Shares 1,300 Est. Cost $32.79 Unrealized +87.3%
KLAC Kla Corp 0.1%
Value ($000) $85 Shares 79 Est. Cost $728.44 Unrealized +27.7%
DFUS Dimensional Etf Trust U.S. Equity Market 0.1%
Value ($000) $80 Shares 1,103 Est. Cost $62.20 Unrealized
FNDX Schwab Strategic Trust Fundamental U.S. Large Company Etf 0.1%
Value ($000) $78 Shares 2,979 Est. Cost $39.71 Unrealized
IYW iShares U.S. Technology ETF 0.1%
Value ($000) $78 Shares 400 Est. Cost $140.44 Unrealized
SLV iShares Silver Trust ETF 0.1%
Value ($000) $77 Shares 1,825 Est. Cost $28.41 Unrealized
ES Eversource Energy 0.1%
Value ($000) $77 Shares 1,080 Est. Cost $72.68 Unrealized -11.7%
EFG iShares MSCI EAFE Growth ETF 0.1%
Value ($000) $75 Shares 659 Est. Cost $109.22 Unrealized
IAU iShares Gold Trust 0.1%
Value ($000) $75 Shares 1,030 Est. Cost $49.70 Unrealized
UNP Union Pac Corp Com 0.1%
Value ($000) $74 Shares 315 Est. Cost $214.98 Unrealized +3.8%
ADI Analog Devices Inc Com 0.1%
Value ($000) $73 Shares 299 Est. Cost $163.67 Unrealized +46.0%
AEE Ameren Corp Com 0.1%
Value ($000) $73 Shares 700 Est. Cost $75.02 Unrealized +31.4%
AGNC AGNC Investment Corp REIT 0.1%
Value ($000) $71 Shares 7,300 Est. Cost $9.19 Unrealized
ASML ASML Holding Nv ADR 0.1%
Value ($000) $71 Shares 73 Est. Cost $918.90 Unrealized
ED Consolidated Edison Inc Com 0.1%
Value ($000) $70 Shares 700 Est. Cost $68.08 Unrealized +45.6%
JCPB J.P. Morgan Exchange-Traded Fund Trust JPMorgan Core Plus Bond Etf 0.1%
Value ($000) $70 Shares 1,479 Est. Cost $48.24 Unrealized
EBAY EBAY Inc Com 0.1%
Value ($000) $68 Shares 750 Est. Cost $66.02 Unrealized +33.2%
T AT&T Inc Com 0.1%
Value ($000) $68 Shares 2,411 Est. Cost $16.16 Unrealized +73.6%
VFQY Vanguard Group, Inc. U.S. Quality Factor Etf 0.1%
Value ($000) $68 Shares 450 Est. Cost $142.88 Unrealized
COP ConocoPhillips Com 0.1%
Value ($000) $68 Shares 717 Est. Cost $76.76 Unrealized +21.5%
CMCSA Comcast Corp New CL A 0.1%
Value ($000) $67 Shares 2,122 Est. Cost $45.69 Unrealized -27.4%
CASH Pathward Financial Group Inc 0.1%
Value ($000) $67 Shares 900 Est. Cost $58.81 Unrealized +32.3%
XPO XPO Logistics Inc Com 0.1%
Value ($000) $65 Shares 500 Est. Cost $33.69 Unrealized +285.3%
GIS General Mls Inc Com 0.0%
Value ($000) $64 Shares 1,274 Est. Cost $58.17 Unrealized -15.0%
C Citigroup Inc Com New 0.0%
Value ($000) $63 Shares 625 Est. Cost $58.13 Unrealized +61.9%
ADP Automatic Data Processing Incom 0.0%
Value ($000) $62 Shares 211 Est. Cost $206.54 Unrealized +44.2%
DHR Danaher Corp Del Com 0.0%
Value ($000) $61 Shares 308 Est. Cost $265.09 Unrealized -25.2%
DNL Wisdomtree Tr GLB US Qtly Div 0.0%
Value ($000) $61 Shares 1,500 Est. Cost $27.50 Unrealized
DFIV DFA International Value 0.0%
Value ($000) $61 Shares 1,314 Est. Cost $38.08 Unrealized
IWF iShares Russell 1000 Growth ETF 0.0%
Value ($000) $59 Shares 125 Est. Cost $49252.65 Unrealized
ROP Roper Technologies Inc Com 0.0%
Value ($000) $57 Shares 115 Est. Cost $463.97 Unrealized +14.5%
RDIV Invesco S&P Ultra Dividend Revenue ETF 0.0%
Value ($000) $57 Shares 1,100 Est. Cost $42150.00 Unrealized
SCHD Schwab Strategic Tr US Dividend Eq 0.0%
Value ($000) $57 Shares 2,097 Est. Cost $32.60 Unrealized
QTUM Etf Series Solutions Trust Defiance Quantum 0.0%
Value ($000) $56 Shares 536 Est. Cost $61.37 Unrealized
ALL Allstate Corp Com 0.0%
Value ($000) $55 Shares 255 Est. Cost $106.90 Unrealized +87.3%
RHP Ryman Hospitality Properties INC REIT 0.0%
Value ($000) $54 Shares 600 Est. Cost $108.16 Unrealized
MDY SPDR S and P Midcap 400 ETF Tr Utser1 S and Pdcrp 0.0%
Value ($000) $54 Shares 90 Est. Cost $517677.78 Unrealized
BABA Alibaba Group Hldg LTD Sponsored ADS 0.0%
Value ($000) $54 Shares 300 Est. Cost $118790.00 Unrealized
HDV iShares CORE High Dividend ETF 0.0%
Value ($000) $53 Shares 435 Est. Cost $100990.80 Unrealized
ALLY Ally Financial Inc 0.0%
Value ($000) $53 Shares 1,342 Est. Cost $36.85 Unrealized +6.9%
TSM Taiwan Semiconductor Manufacturing Co Ltd 0.0%
Value ($000) $52 Shares 187 Est. Cost $173.81 Unrealized
DRI Darden Restaurants Inc Com 0.0%
Value ($000) $52 Shares 273 Est. Cost $122.22 Unrealized +66.7%
BAC BK of America Corp Com 0.0%
Value ($000) $52 Shares 1,000 Est. Cost $41.02 Unrealized +17.9%
DFAS Dimensional Etf Trust U.S. Small Cap 0.0%
Value ($000) $51 Shares 750 Est. Cost $64.86 Unrealized
MCD McDonalds Corp Com 0.0%
Value ($000) $51 Shares 168 Est. Cost $229.22 Unrealized +31.5%
IEFA iShares Tr CORE MSCI Eafe ETF 0.0%
Value ($000) $50 Shares 574 Est. Cost $77.13 Unrealized
BND Vanguard Bond Index 0.0%
Value ($000) $50 Shares 669 Est. Cost $74.44 Unrealized
IWM iShares Russell 2000 ETF 0.0%
Value ($000) $48 Shares 198 Est. Cost $147332.98 Unrealized
PAYX Paychex Inc Com 0.0%
Value ($000) $47 Shares 371 Est. Cost $109.86 Unrealized +24.9%
VUG Vanguard Growth ETF 0.0%
Value ($000) $47 Shares 97 Est. Cost $466.15 Unrealized
SYK Stryker Corp Com 0.0%
Value ($000) $46 Shares 125 Est. Cost $276.31 Unrealized +39.2%
CWI SPDR Index Shs FDS MSCI ACWI Exus 0.0%
Value ($000) $46 Shares 1,312 Est. Cost $32.66 Unrealized
SCHC Schwab Strategic Tr Intl Sceqt ETF 0.0%
Value ($000) $46 Shares 1,000 Est. Cost $40930.00 Unrealized
XLV Select Sector SPDR Tr SBI Healthcare 0.0%
Value ($000) $45 Shares 324 Est. Cost $130462.87 Unrealized
XLY Consumer Discretion Sel Sect SPDR ETF 0.0%
Value ($000) $43 Shares 181 Est. Cost $204440.22 Unrealized
DUK Duke Energy Corp New Com New 0.0%
Value ($000) $43 Shares 348 Est. Cost $86.27 Unrealized +38.9%
FHLC Fidelity Health Care Index 0.0%
Value ($000) $43 Shares 637 Est. Cost $68660.13 Unrealized
CVS CVS/Caremark Corp 0.0%
Value ($000) $42 Shares 562 Est. Cost $68.68 Unrealized -1.3%
XLF Financial Sel SEC SPDR ETF 0.0%
Value ($000) $42 Shares 778 Est. Cost $39049.55 Unrealized
MDT Medtronic PLC Shs 0.0%
Value ($000) $42 Shares 439 Est. Cost $97.26 Unrealized -6.2%
RWO SPDR Index Shs FDS DJ GLB RL ES ETF 0.0%
Value ($000) $41 Shares 900 Est. Cost $56530.00 Unrealized
YLD Principal Exchange-Traded Funds Active High Yield Etf 0.0%
Value ($000) $41 Shares 2,113 Est. Cost $19.53 Unrealized
MA Mastercard Incorporated CL A 0.0%
Value ($000) $41 Shares 72 Est. Cost $337.80 Unrealized +69.8%
PEG Public Svc Enterprise Group Com 0.0%
Value ($000) $41 Shares 488 Est. Cost $56.96 Unrealized +45.2%
OTIS OTIS Worldwide Corp 0.0%
Value ($000) $40 Shares 436 Est. Cost $78.04 Unrealized +15.5%
VGT Vanguard Info Tec Index ETF 0.0%
Value ($000) $40 Shares 53 Est. Cost $458169.80 Unrealized
PFG Principal Finl Group Inc Com 0.0%
Value ($000) $39 Shares 476 Est. Cost $67.68 Unrealized +16.2%
HWM Howmet Aerospace Inc 0.0%
Value ($000) $39 Shares 200 Est. Cost $30.44 Unrealized +498.3%
JNK Spdr Bloomberg High Yield Bond ETF 0.0%
Value ($000) $39 Shares 400 Est. Cost $97.96 Unrealized
TSN Tyson Foods Inc CL A 0.0%
Value ($000) $38 Shares 700 Est. Cost $65.92 Unrealized -17.5%
SO Southern Co Com 0.0%
Value ($000) $38 Shares 400 Est. Cost $54.72 Unrealized +68.5%
XLE CEF Select Sector SPDR Energy 0.0%
Value ($000) $37 Shares 415 Est. Cost $28.13 Unrealized
CL Colgate Palmolive Co Com 0.0%
Value ($000) $37 Shares 463 Est. Cost $70.96 Unrealized +19.3%
APD Air Prods & Chems Inc Com 0.0%
Value ($000) $35 Shares 130 Est. Cost $259.98 Unrealized +9.8%
VEGN US Vegan Climate ETF 0.0%
Value ($000) $35 Shares 595 Est. Cost $43317.24 Unrealized
AMT American Tower Corp New Com 0.0%
Value ($000) $35 Shares 180 Est. Cost $205.92 Unrealized -0.7%
SCHV Schwab Strategic Trust U.S. Large-Cap Value Etf 0.0%
Value ($000) $35 Shares 1,188 Est. Cost $27.67 Unrealized
NI Nisource Inc 0.0%
Value ($000) $34 Shares 792 Est. Cost $26.92 Unrealized +52.5%
VTR Ventas Inc 0.0%
Value ($000) $34 Shares 479 Est. Cost $44.49 Unrealized +49.1%
ALB Albemarle Corp 0.0%
Value ($000) $32 Shares 400 Est. Cost $108.78 Unrealized -29.6%
RCL Royal Caribbean Group 0.0%
Value ($000) $32 Shares 100 Est. Cost $67.22 Unrealized +393.9%
SCHP Schwab Strategic Tr US TIPS ETF 0.0%
Value ($000) $32 Shares 1,200 Est. Cost $31457.91 Unrealized
WTRG Essential Utilities Inc 0.0%
Value ($000) $32 Shares 802 Est. Cost $48.56 Unrealized -21.5%
SPIB Spdr Portfolio Intermediate Term Corp Bond ETF 0.0%
Value ($000) $32 Shares 942 Est. Cost $33.92 Unrealized
GILD Gilead Sciences Inc Com 0.0%
Value ($000) $32 Shares 285 Est. Cost $58.66 Unrealized +91.4%
SBUX Starbucks Corp Com 0.0%
Value ($000) $31 Shares 363 Est. Cost $97.11 Unrealized -8.8%
VEEV Veeva Systems Inc 0.0%
Value ($000) $31 Shares 103 Est. Cost $198.49 Unrealized +41.8%
BIV Vanguard Bd Index FD Inc Intermed Term 0.0%
Value ($000) $30 Shares 390 Est. Cost $78.09 Unrealized
AEP American Elec Pwr Inc Com 0.0%
Value ($000) $30 Shares 266 Est. Cost $82.62 Unrealized +30.9%
WBD Warner Bros Discovery Inc 0.0%
Value ($000) $30 Shares 1,528 Est. Cost $8.01 Unrealized +70.0%
DELL DELL Technologies Inc 0.0%
Value ($000) $30 Shares 209 Est. Cost $116.60 Unrealized +10.8%
VCSH Vanguard Scottsdale FDS Shrt Trm Corp Bd ETF 0.0%
Value ($000) $29 Shares 369 Est. Cost $79.42 Unrealized
UAL United Airlines Holdings Inc 0.0%
Value ($000) $29 Shares 302 Est. Cost $50.33 Unrealized +91.1%
LHX L3 Harris Technologies Inc 0.0%
Value ($000) $28 Shares 93 Est. Cost $205.07 Unrealized +32.3%
AIQ Global X Artificial Intelligence & Tech ETF 0.0%
Value ($000) $27 Shares 550 Est. Cost $31.12 Unrealized
GS Goldman Sachs Group Inc Com 0.0%
Value ($000) $27 Shares 34 Est. Cost $321.54 Unrealized +128.5%
FDS FactSet Research Sys Inc 0.0%
Value ($000) $27 Shares 93 Est. Cost $429.35 Unrealized -11.6%
ADBE Adobe Inc 0.0%
Value ($000) $26 Shares 74 Est. Cost $484.22 Unrealized -25.9%
DOV Dover Corp Com 0.0%
Value ($000) $25 Shares 150 Est. Cost $160.92 Unrealized +11.0%
SLB Schlumberger LTD Com 0.0%
Value ($000) $25 Shares 728 Est. Cost $41.23 Unrealized -16.7%
ENPH Enphase Energy Inc 0.0%
Value ($000) $25 Shares 700 Est. Cost $108.55 Unrealized -65.8%
EW Edwards Lifesciences Corp 0.0%
Value ($000) $24 Shares 314 Est. Cost $88.55 Unrealized -11.8%
OHI Omega Healthcare Invs Inc Com 0.0%
Value ($000) $24 Shares 576 Est. Cost $29590.28 Unrealized
SCHF Schwab Strategic Trust International Equity Etf 0.0%
Value ($000) $24 Shares 1,024 Est. Cost $22.10 Unrealized
TSLX Sixth Street Specialty Lending Inc 0.0%
Value ($000) $24 Shares 1,040 Est. Cost $23.30 Unrealized +3.2%
HPQ HP Inc Com 0.0%
Value ($000) $23 Shares 850 Est. Cost $28.19 Unrealized -7.3%
IBIT Ishares Bitcoin Trust Etf Beneficial Interest 0.0%
Value ($000) $23 Shares 352 Est. Cost $65.00 Unrealized
SPYM Spdr Series Trust Portfolio S&p 500 Etf 0.0%
Value ($000) $23 Shares 292 Est. Cost $72.69 Unrealized
EFV iShares MSCI EAFE Value ETF 0.0%
Value ($000) $22 Shares 318 Est. Cost $67.23 Unrealized
JEPI JPMorgan Equity Premium Income ETF 0.0%
Value ($000) $21 Shares 374 Est. Cost $56.41 Unrealized
ONB Old National Bancorp 0.0%
Value ($000) $21 Shares 970 Est. Cost $20.81 Unrealized +6.2%
HPE Hewlett Packard Enterprise Ccom 0.0%
Value ($000) $21 Shares 850 Est. Cost $13.35 Unrealized +63.9%
PCAR PACCAR Inc Com 0.0%
Value ($000) $21 Shares 210 Est. Cost $53.88 Unrealized +79.9%
BOND Pimco Exchange Traded Fund Active Bond Etf 0.0%
Value ($000) $21 Shares 221 Est. Cost $90.42 Unrealized
ADM Archer Daniels Midland Co Com 0.0%
Value ($000) $21 Shares 345 Est. Cost $78.47 Unrealized -26.4%
HII Huntington Ingalls Industries Inc 0.0%
Value ($000) $19 Shares 67 Est. Cost $250.18 Unrealized +5.7%
PRU Prudential Finl Inc Com 0.0%
Value ($000) $19 Shares 184 Est. Cost $101.25 Unrealized +2.0%
BAX Baxter Intl Inc Com 0.0%
Value ($000) $19 Shares 836 Est. Cost $73.17 Unrealized -65.5%
WEC WEC Energy Group Inc Com 0.0%
Value ($000) $19 Shares 166 Est. Cost $79.59 Unrealized +34.6%
AFL AFLAC Inc Com 0.0%
Value ($000) $19 Shares 170 Est. Cost $51.43 Unrealized +102.6%
QAI Indexig ET IQ Hedge Multi-Strtg ETF 0.0%
Value ($000) $19 Shares 559 Est. Cost $33.57 Unrealized
KMB Kimberly Clark Corp Com 0.0%
Value ($000) $19 Shares 150 Est. Cost $115.26 Unrealized +10.0%
VOE Vanguard Mid-Cap Value ETF 0.0%
Value ($000) $19 Shares 106 Est. Cost $156.07 Unrealized
FANG Diamondback Energy Inc 0.0%
Value ($000) $18 Shares 128 Est. Cost $188.88 Unrealized -25.4%
EXAS Exact Sciences Corp Com 0.0%
Value ($000) $18 Shares 325 Est. Cost $84.09 Unrealized -40.6%
KMX Carmax Inc 0.0%
Value ($000) $18 Shares 394 Est. Cost $72.06 Unrealized -17.1%
ICSH Ishares Ultra Short Duration Bond Active Etf 0.0%
Value ($000) $18 Shares 348 Est. Cost $50.75 Unrealized
CI Cigna Group 0.0%
Value ($000) $18 Shares 61 Est. Cost $206.85 Unrealized +41.7%
EOG EOG Resources Inc 0.0%
Value ($000) $17 Shares 155 Est. Cost $122.13 Unrealized -3.4%
ARM Arm Holdings PLC ADR 0.0%
Value ($000) $17 Shares 120 Est. Cost $142.09 Unrealized
MINT Pimco Exchange Traded Fund Enhanced Short Maturity Active Exchange-Traded 0.0%
Value ($000) $17 Shares 167 Est. Cost $100.34 Unrealized
GEHC GE Healthcare Technologies Inc 0.0%
Value ($000) $17 Shares 223 Est. Cost $71.08 Unrealized +4.9%
SYY Sysco Corp Com 0.0%
Value ($000) $16 Shares 196 Est. Cost $68.92 Unrealized +14.4%
GPN Global Payments Inc 0.0%
Value ($000) $16 Shares 194 Est. Cost $108.15 Unrealized -22.6%
CFR Cullen Frost Bankers Inc Com 0.0%
Value ($000) $16 Shares 125 Est. Cost $113.50 Unrealized +13.0%
PSX Phillips 66 Com 0.0%
Value ($000) $15 Shares 111 Est. Cost $67.78 Unrealized +86.5%
NSC Norfolk Southern Corp Com 0.0%
Value ($000) $15 Shares 50 Est. Cost $254.92 Unrealized +8.3%
PKW Invesco Buyback Achievers ETF 0.0%
Value ($000) $15 Shares 110 Est. Cost $85.07 Unrealized
PYPL PayPal Hldgs Inc Com 0.0%
Value ($000) $15 Shares 217 Est. Cost $63.46 Unrealized +10.8%
INCE Franklin Income Equity Focus ETF 0.0%
Value ($000) $15 Shares 246 Est. Cost $59.15 Unrealized
AVEM American Century Etf Trust Avantis Emerging Markets Equity 0.0%
Value ($000) $14 Shares 187 Est. Cost $68.54 Unrealized
NKE Nike Inc CL B 0.0%
Value ($000) $14 Shares 200 Est. Cost $154.31 Unrealized -52.2%
JGRO J.P. Morgan Exchange-Traded Fund Trust JPMorgan Active Growth Etf 0.0%
Value ($000) $14 Shares 148 Est. Cost $93.75 Unrealized
DGRO Blackrock Institutional Trust Company N.A. Ishares Core Dividend Growth Etf 0.0%
Value ($000) $13 Shares 197 Est. Cost $68.08 Unrealized
AVUV American Century Etf Trust Avantis U.S. Small Cap Value 0.0%
Value ($000) $13 Shares 131 Est. Cost $91.10 Unrealized
APAM Artisan Partners Asset Mgmt 0.0%
Value ($000) $13 Shares 300 Est. Cost $30.92 Unrealized +39.7%
NVS Novartis AG CHF 0.0%
Value ($000) $13 Shares 98 Est. Cost $81289.36 Unrealized
IUSB Blackrock Institutional Trust Company N.A. Ishares Core Total USD Bond Market Etf 0.0%
Value ($000) $12 Shares 263 Est. Cost $46.23 Unrealized
SCHG Schwab Strategic Tr US Lcap GR ETF 0.0%
Value ($000) $12 Shares 385 Est. Cost $29.21 Unrealized
SLYG Spdr Series Trust S&p 600 Small Cap Growth Etf 0.0%
Value ($000) $12 Shares 128 Est. Cost $88.75 Unrealized
MS Morgan Stanley Com New 0.0%
Value ($000) $12 Shares 73 Est. Cost $86.14 Unrealized +70.0%
CCL Carnival Corp 0.0%
Value ($000) $12 Shares 400 Est. Cost $13.39 Unrealized +125.5%
AZN Astrazeneca PLC Sponsored ADR 0.0%
Value ($000) $12 Shares 150 Est. Cost $58253.33 Unrealized
STZ Constellation Brands Inc CL A 0.0%
Value ($000) $11 Shares 85 Est. Cost $248.34 Unrealized -36.6%
MGV Vanguard Mega Cap Value ETF 0.0%
Value ($000) $11 Shares 80 Est. Cost $106816.66 Unrealized
LMT Lockheed Martin Corp. Ordinary Shares 0.0%
Value ($000) $11 Shares 22 Est. Cost $459.07 Unrealized -2.4%
PCY Invesco Exchng Traded FD Tr Emrng Mkt Svrg 0.0%
Value ($000) $11 Shares 500 Est. Cost $26350.00 Unrealized
IDLV Invesco S&P International Developed Low Volatility ETF 0.0%
Value ($000) $11 Shares 319 Est. Cost $33.39 Unrealized
SMTC Semtech Corp Com 0.0%
Value ($000) $10 Shares 145 Est. Cost $85.14 Unrealized -36.2%
ICLN iShares Global Clean Energy ETF 0.0%
Value ($000) $10 Shares 625 Est. Cost $21169.60 Unrealized
BIIB Biogen Inc Com 0.0%
Value ($000) $9 Shares 65 Est. Cost $257.12 Unrealized -47.4%
FHN First Horizon Corp 0.0%
Value ($000) $9 Shares 385 Est. Cost $21.53 Unrealized +2.0%
WPC W P Carey Inc Com 0.0%
Value ($000) $8 Shares 120 Est. Cost $82050.00 Unrealized
KHC Kraft Heinz Co Com 0.0%
Value ($000) $8 Shares 307 Est. Cost $29.49 Unrealized -10.2%
IJH iShares CORE S&P Mid-Cap ETF 0.0%
Value ($000) $8 Shares 121 Est. Cost $65.26 Unrealized
IGF Ishares Global Infrastructure ETF 0.0%
Value ($000) $8 Shares 129 Est. Cost $61.01 Unrealized
VBR Vanguard Index FDS SM CP Val ETF 0.0%
Value ($000) $8 Shares 37 Est. Cost $207.76 Unrealized
PH Parker Hannifin Corp 0.0%
Value ($000) $8 Shares 10 Est. Cost $292.73 Unrealized +151.1%
FTC First Trust Exchange-Traded Fund Iii Large Capital Growth Alphadex 0.0%
Value ($000) $7 Shares 46 Est. Cost $138.26 Unrealized
NCLH Norwegian Cruise Line Hldg Lshs 0.0%
Value ($000) $7 Shares 300 Est. Cost $18.19 Unrealized +33.6%
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $7 Shares 36 Est. Cost $167916.67 Unrealized
EMB iShares J P Morgan USD Emerging Mkts Bd ETF 0.0%
Value ($000) $7 Shares 76 Est. Cost $95.34 Unrealized
IWR Blackrock Institutional Trust Company N.A. Ishares Russell Mid-Cap Etf 0.0%
Value ($000) $7 Shares 74 Est. Cost $91.97 Unrealized
VBK Vanguard Index FDS Sml CP Grw ETF 0.0%
Value ($000) $7 Shares 24 Est. Cost $296.88 Unrealized
WHR Whirlpool Corp Com 0.0%
Value ($000) $7 Shares 90 Est. Cost $219.62 Unrealized -58.2%
GSK GSK PLC ADR 0.0%
Value ($000) $7 Shares 160 Est. Cost $28.81 Unrealized
VMBS Vanguard Scottsdale Mtg Backed Funds ETF 0.0%
Value ($000) $7 Shares 146 Est. Cost $45.34 Unrealized
IWP iShares Russell Mid Cap Growth ETF 0.0%
Value ($000) $7 Shares 48 Est. Cost $138.69 Unrealized
AGG iShares CORE US Aggregate Bond 0.0%
Value ($000) $7 Shares 65 Est. Cost $99.20 Unrealized
LRGE Legg Mason Etf Investment Trust Clearbridge Large Cap Growth Select 0.0%
Value ($000) $6 Shares 75 Est. Cost $75.27 Unrealized
MDYG Spdr Series Trust S&p 400 Mid Cap Growth Etf 0.0%
Value ($000) $6 Shares 67 Est. Cost $86.87 Unrealized
IWS iShares Russell Mid Cap Value ETF 0.0%
Value ($000) $6 Shares 41 Est. Cost $132.15 Unrealized
OKE Oneok Inc New Com 0.0%
Value ($000) $5 Shares 75 Est. Cost $49.62 Unrealized +51.3%
QSR Restaurant Brands Intl Inc Com 0.0%
Value ($000) $5 Shares 75 Est. Cost $58.94 Unrealized +11.6%
SCZ iShares MSCI Eafe Small Cap ETF 0.0%
Value ($000) $5 Shares 62 Est. Cost $72.68 Unrealized
STNE Stoneco LTD 0.0%
Value ($000) $5 Shares 250 Est. Cost $16860.00 Unrealized
HLT Hilton Worldwide Hldgs Inc 0.0%
Value ($000) $5 Shares 18 Est. Cost $142.26 Unrealized +89.9%
PII Polaris Inds Inc Com 0.0%
Value ($000) $4 Shares 72 Est. Cost $116.70 Unrealized -53.8%
AA Alcoa Corp Com 0.0%
Value ($000) $4 Shares 127 Est. Cost $47.93 Unrealized -35.4%
USHY iShares Broad USD High Yield Corp Bd ETF 0.0%
Value ($000) $4 Shares 108 Est. Cost $37.51 Unrealized
FXR First Trust Indstrl/Prod Durb Alpha ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $62410.45 Unrealized
DOW Dow Holdings Inc 0.0%
Value ($000) $4 Shares 170 Est. Cost $46.13 Unrealized -47.3%
EIX Edison Intl Com 0.0%
Value ($000) $4 Shares 69 Est. Cost $52.64 Unrealized +0.9%
BMY Bristol Myers Squibb Co Com 0.0%
Value ($000) $4 Shares 80 Est. Cost $51.07 Unrealized -10.9%
F Ford Mtr Co Del Com Par 0.01 0.0%
Value ($000) $4 Shares 300 Est. Cost $13.59 Unrealized -16.6%
EPI Wisdomtree Trust India Earnings Fund 0.0%
Value ($000) $3 Shares 78 Est. Cost $45.27 Unrealized
MDYV Spdr Series Trust S&p 400 Mid Cap Value Etf 0.0%
Value ($000) $3 Shares 41 Est. Cost $79.44 Unrealized
CASY Caseys Gen Stores Inc Com 0.0%
Value ($000) $3 Shares 6 Est. Cost $521.89 Unrealized 0.0%
QRVO QORVO Inc 0.0%
Value ($000) $3 Shares 37 Est. Cost $158.98 Unrealized -44.0%
USSG Xtrackers MSCI USA Selection Equity ETF 0.0%
Value ($000) $3 Shares 53 Est. Cost $53.98 Unrealized
MHK Mohawk Inds Inc Com 0.0%
Value ($000) $3 Shares 25 Est. Cost $178.47 Unrealized -30.6%
FV First Trust Dorsey Wright Focus 5 ETF 0.0%
Value ($000) $3 Shares 49 Est. Cost $59.06 Unrealized
VTI Vanguard Index FDS Total Stk Mkt 0.0%
Value ($000) $3 Shares 9 Est. Cost $217706.36 Unrealized
GEVO Gevo Inc 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $0.87 Unrealized +87.4%
WEN Wendys Co Com 0.0%
Value ($000) $2 Shares 200 Est. Cost $22.24 Unrealized -53.8%
VTRS Viatris Inc 0.0%
Value ($000) $2 Shares 170 Est. Cost $11.12 Unrealized -14.0%
AG First Majestic Silver Corp Com 0.0%
Value ($000) $2 Shares 128 Est. Cost $11.92 Unrealized -22.3%
FLIN Franklin Templeton Etf Trust Ftse India 0.0%
Value ($000) $1 Shares 40 Est. Cost $37.20 Unrealized
LW Lamb Weston Hldgs Inc 0.0%
Value ($000) $1 Shares 17 Est. Cost $53.78 Unrealized +0.8%
CAG Conagra Brands Inc 0.0%
Value ($000) $1 Shares 51 Est. Cost $26.97 Unrealized -30.8%
VEA Vanguard Ftse Developed Markets ETF 0.0%
Value ($000) $1 Shares 14 Est. Cost $47.79 Unrealized
FBND Fidelity Covington Trust Total Bond Etf 0.0%
Value ($000) $1 Shares 14 Est. Cost $46.72 Unrealized
LUMN Lumen Technologies Inc 0.0%
Value ($000) $0 Shares 56 Est. Cost $11.76 Unrealized -59.2%
GLDM SPDR Gold Minishares Trust 0.0%
Value ($000) $0 Shares 3 Est. Cost $52.40 Unrealized
374Water Inc 0.0%
Value ($000) $0 Shares 500 Est. Cost $2.00 Unrealized