VESTOR CAPITAL, LLC Diversified Active

CIK: 0001132699 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 10, 2023

Total Value ($000): $851 (100.0% shares, 0.0% debt)

Holdings (242)

AAPL Apple Inc Com 6.7%
Value ($000) $57 Shares 344,109 Est. Cost $102.79 Unrealized +41.5%
MSFT Microsoft 4.8%
Value ($000) $40 Shares 140,198 Est. Cost $135.98 Unrealized +83.4%
SLB Schlumberger Limited 3.5%
Value ($000) $30 Shares 611,783 Est. Cost $36.48 Unrealized +35.4%
V Visa Inc Com Cl A 3.2%
Value ($000) $28 Shares 122,229 Est. Cost $179.47 Unrealized +21.4%
UNH Unitedhealth Group Inc 2.8%
Value ($000) $24 Shares 49,931 Est. Cost $353.05 Unrealized +29.5%
CAH Cardinal Health Inc. 2.5%
Value ($000) $22 Shares 285,482 Est. Cost $56.42 Unrealized +26.7%
CP Canadian Pacific Ltd 2.4%
Value ($000) $20 Shares 265,287 Est. Cost $75.65 Unrealized 0.0%
MCK McKesson Corp 2.3%
Value ($000) $19 Shares 53,850 Est. Cost $220.87 Unrealized +61.3%
PEP Pepsico Inc 2.2%
Value ($000) $19 Shares 101,518 Est. Cost $104.40 Unrealized +52.0%
IVV Ishares Tr S&P 500 Index Fd 1.9%
Value ($000) $16 Shares 40,061 Est. Cost $299.23 Unrealized
SPDR S&P Midcap 400 TR 1.9%
Value ($000) $16 Shares 34,721 Est. Cost $419.92 Unrealized
CTVA Corteva Inc com 1.8%
Value ($000) $16 Shares 259,643 Est. Cost $40.10 Unrealized +47.4%
Nvidia Corp 1.8%
Value ($000) $15 Shares 55,008 Est. Cost $96.57 Unrealized
SPGI S&Pglobal Inc Com 1.8%
Value ($000) $15 Shares 43,941 Est. Cost $341.06 Unrealized +0.8%
EFA Ishares Tr MSCI Index 1.8%
Value ($000) $15 Shares 209,568 Est. Cost $55.43 Unrealized
GOOG Alphabet Inc. Class C Capital 1.7%
Value ($000) $15 Shares 140,022 Est. Cost $103.74 Unrealized -7.6%
MRK Merck & Co Inc New Com 1.7%
Value ($000) $14 Shares 136,136 Est. Cost $79.57 Unrealized +24.0%
COP ConocoPhillips 1.7%
Value ($000) $14 Shares 145,356 Est. Cost $58.62 Unrealized +69.7%
MCD McDonalds Corporation 1.7%
Value ($000) $14 Shares 51,336 Est. Cost $188.29 Unrealized +33.0%
BDX Becton Dickinson 1.6%
Value ($000) $14 Shares 56,102 Est. Cost $220.09 Unrealized +5.5%
HD Home Depot 1.6%
Value ($000) $13 Shares 45,125 Est. Cost $177.73 Unrealized +60.1%
PANW Palo Alto Networks Inc 1.3%
Value ($000) $11 Shares 56,448 Est. Cost $84.74 Unrealized 0.0%
ELV Elevance Health Inc 1.3%
Value ($000) $11 Shares 24,226 Est. Cost $464.20 Unrealized -1.9%
LYB LyondellBasell Industries NV 1.3%
Value ($000) $11 Shares 115,896 Est. Cost $73.68 Unrealized +3.5%
AVGO Broadcom Ltd 1.3%
Value ($000) $11 Shares 16,917 Est. Cost $47.61 Unrealized +21.0%
META Facebook Inc Cl A 1.3%
Value ($000) $11 Shares 51,000 Est. Cost $169.12 Unrealized 0.0%
VZ Verizon Communications 1.2%
Value ($000) $10 Shares 256,021 Est. Cost $35.28 Unrealized -7.3%
FISV Fiserv Inc 1.2%
Value ($000) $10 Shares 87,805 Est. Cost $104.10 Unrealized +5.7%
JPM JP Morgan Chase & Co 1.1%
Value ($000) $10 Shares 73,872 Est. Cost $96.39 Unrealized +33.0%
MRVL Marvell Technology Inc 1.1%
Value ($000) $9 Shares 209,270 Est. Cost $41.65 Unrealized 0.0%
CRWD CrowdStrike Holdings Inc 1.0%
Value ($000) $9 Shares 65,042 Est. Cost $126.59 Unrealized -8.6%
SNOW Snowflake Cl A Ord 1.0%
Value ($000) $8 Shares 54,913 Est. Cost $150.28 Unrealized -2.4%
ORCL Oracle Corp Com 1.0%
Value ($000) $8 Shares 90,806 Est. Cost $80.96 Unrealized +4.7%
VWO Vanguard Emerging Markets Etf 1.0%
Value ($000) $8 Shares 203,124 Est. Cost $26.23 Unrealized
AMD Advanced Micro Devices Inc 1.0%
Value ($000) $8 Shares 83,676 Est. Cost $81.91 Unrealized -0.6%
ABT Abbott Laboratories 1.0%
Value ($000) $8 Shares 80,347 Est. Cost $50.37 Unrealized +98.5%
TMO Thermo Electron Corp 1.0%
Value ($000) $8 Shares 14,091 Est. Cost $275.43 Unrealized +102.8%
AZO Autozone Inc 0.9%
Value ($000) $8 Shares 3,256 Est. Cost $1955.59 Unrealized +24.7%
PG Procter & Gamble Co Com 0.9%
Value ($000) $8 Shares 52,421 Est. Cost $83.87 Unrealized +58.8%
XLE Select Sector SPDR TR Energy 0.9%
Value ($000) $8 Shares 93,840 Est. Cost $41.34 Unrealized
LLY Eli Lilly & Co. 0.9%
Value ($000) $8 Shares 22,622 Est. Cost $198.92 Unrealized +65.8%
A Agilent Technologies Inc Com 0.9%
Value ($000) $7 Shares 52,385 Est. Cost $125.64 Unrealized +14.0%
NOV National Oilwell Varco Inc 0.8%
Value ($000) $7 Shares 383,442 Est. Cost $18.55 Unrealized +16.4%
AMZN Amazon Com Inc 0.8%
Value ($000) $7 Shares 65,398 Est. Cost $100.20 Unrealized -3.6%
VNQ Vanguard Index Fds Reit 0.7%
Value ($000) $6 Shares 75,186 Est. Cost $79.63 Unrealized
Walgreen Boots Alliance Inc Co 0.7%
Value ($000) $6 Shares 179,418 Est. Cost $1.45 Unrealized
EMXC iShares MSCI Emerging Mkts ex 0.7%
Value ($000) $6 Shares 120,457 Est. Cost $38.12 Unrealized
WM Waste Management Inc Com 0.7%
Value ($000) $6 Shares 36,258 Est. Cost $71.47 Unrealized +104.8%
VPU Vanguard Utilities ETF 0.7%
Value ($000) $6 Shares 40,003 Est. Cost $132.98 Unrealized
ABNB Airbnb Inc 0.7%
Value ($000) $6 Shares 47,096 Est. Cost $114.18 Unrealized 0.0%
NET Cloudflare Inc 0.7%
Value ($000) $6 Shares 93,374 Est. Cost $55.20 Unrealized -0.9%
VMC Vulcan Minerals Co 0.6%
Value ($000) $5 Shares 31,390 Est. Cost $166.92 Unrealized +4.0%
ORLY O Reilly Automotive Inc 0.6%
Value ($000) $5 Shares 6,308 Est. Cost $43.29 Unrealized +26.6%
ADBE Adobe Systems Inc 0.6%
Value ($000) $5 Shares 13,804 Est. Cost $355.42 Unrealized 0.0%
LIN Linde plc 0.6%
Value ($000) $5 Shares 14,917 Est. Cost $322.30 Unrealized 0.0%
ABBV Abbvie Inc Com 0.6%
Value ($000) $5 Shares 30,522 Est. Cost $120.94 Unrealized +14.2%
MPWR Monolithic Power Systems Inc 0.6%
Value ($000) $5 Shares 9,594 Est. Cost $396.18 Unrealized +13.4%
JNJ Johnson & Johnson Com 0.6%
Value ($000) $5 Shares 30,297 Est. Cost $116.18 Unrealized +27.3%
IVW IShares TR S&P 500 Growth Inde 0.5%
Value ($000) $5 Shares 72,814 Est. Cost $83.80 Unrealized
UNP Union Pacific Corp 0.5%
Value ($000) $5 Shares 22,467 Est. Cost $166.07 Unrealized +14.0%
FMC FMC Corp 0.5%
Value ($000) $4 Shares 34,193 Est. Cost $108.32 Unrealized +3.1%
Bunge Ltd 0.5%
Value ($000) $4 Shares 43,477 Est. Cost $0.10 Unrealized
IJH Ishares Tr S&P Midcap 400 Inde 0.5%
Value ($000) $4 Shares 16,099 Est. Cost $171.81 Unrealized
MS Morgan Stanley Come New 0.5%
Value ($000) $4 Shares 44,149 Est. Cost $84.81 Unrealized 0.0%
ULTA Ulta Salon Cosmetics & Fragran 0.4%
Value ($000) $4 Shares 6,913 Est. Cost $402.75 Unrealized +27.4%
IFF Intl Flavors & Fragrances Inc 0.4%
Value ($000) $4 Shares 40,643 Est. Cost $91.04 Unrealized +0.6%
UBER Uber Technologies Inc 0.4%
Value ($000) $4 Shares 117,525 Est. Cost $30.43 Unrealized +4.2%
DHR Danaher Corp. Del 0.4%
Value ($000) $4 Shares 14,721 Est. Cost $234.46 Unrealized -4.4%
ITW Illinois Tool Works 0.4%
Value ($000) $4 Shares 14,665 Est. Cost $63.49 Unrealized +242.8%
TMUS TMobile US Inc 0.4%
Value ($000) $4 Shares 24,508 Est. Cost $135.18 Unrealized +3.5%
NOC Northrop Grumman Corp 0.4%
Value ($000) $3 Shares 7,432 Est. Cost $495.16 Unrealized -10.7%
IJR iShares Tr S&P Smallcap 600 0.4%
Value ($000) $3 Shares 34,944 Est. Cost $89.73 Unrealized
WCN WASTE CONNECTIONS INC COM 0.4%
Value ($000) $3 Shares 23,407 Est. Cost $133.14 Unrealized -1.9%
MSCI MSCI Inc 0.4%
Value ($000) $3 Shares 5,530 Est. Cost $441.24 Unrealized +15.9%
ZS Zscaler Inc 0.3%
Value ($000) $3 Shares 25,071 Est. Cost $119.97 Unrealized 0.0%
RIG Transocean Ltd 0.3%
Value ($000) $3 Shares 454,571 Est. Cost $3.86 Unrealized +66.5%
FTI TechnipFMC PLC 0.3%
Value ($000) $3 Shares 207,216 Est. Cost $10.98 Unrealized +21.1%
CNI Canadian National Railroad 0.3%
Value ($000) $3 Shares 23,805 Est. Cost $108.99 Unrealized +2.3%
BRK/A Berkshire Hathaway Inc A 0.3%
Value ($000) $3 Shares 6 Est. Cost $303880.44 Unrealized +53.6%
EXPRO GROUP HLDGS NV COM 0.3%
Value ($000) $3 Shares 142,541 Est. Cost $0.02 Unrealized
DON WisdomTree MidCap Dividend ETF 0.3%
Value ($000) $3 Shares 61,252 Est. Cost $37.21 Unrealized
SDRL Seadrill Ltd 0.3%
Value ($000) $2 Shares 60,675 Est. Cost $39.18 Unrealized 0.0%
WBD WARNER BROS. DISCOVERY SRS A O 0.3%
Value ($000) $2 Shares 144,397 Est. Cost $14.39 Unrealized -1.1%
TTD The Trade Desk Inc Com Cl A 0.3%
Value ($000) $2 Shares 35,499 Est. Cost $53.23 Unrealized 0.0%
DDOG Datadog Inc 0.3%
Value ($000) $2 Shares 29,488 Est. Cost $73.42 Unrealized 0.0%
BRK/B Berkshire Hathaway Inc Del Cl 0.2%
Value ($000) $2 Shares 6,686 Est. Cost $183.65 Unrealized +67.8%
DES Wisdomtree Tr Smallcap Div Fd 0.2%
Value ($000) $2 Shares 72,163 Est. Cost $28.74 Unrealized
MAIN Main Street Capital Corp 0.2%
Value ($000) $2 Shares 48,400 Est. Cost $35.11 Unrealized +12.3%
PLD Prologis Shs 0.2%
Value ($000) $2 Shares 12,764 Est. Cost $133.04 Unrealized -15.9%
ISRG Intuitive Surgical Inc 0.2%
Value ($000) $2 Shares 5,989 Est. Cost $250.51 Unrealized -1.7%
TSLA Tesla Motors Inc 0.2%
Value ($000) $1 Shares 7,002 Est. Cost $236.83 Unrealized -26.3%
WTFC Wintrust Financial Corp 0.2%
Value ($000) $1 Shares 19,258 Est. Cost $56.09 Unrealized +52.5%
CCI Crown Castle Intl Corp 0.2%
Value ($000) $1 Shares 10,334 Est. Cost $149.96 Unrealized -21.6%
Vanguard Mega Cap ETF 529F 0.1%
Value ($000) $1 Shares 30,783 Est. Cost $26.09 Unrealized
SPY S&P Spider Trust Unit Series 1 0.1%
Value ($000) $1 Shares 2,502 Est. Cost $346.61 Unrealized
AON AON PLC 0.1%
Value ($000) $1 Shares 3,193 Est. Cost $261.40 Unrealized +16.0%
PTLO PORTILLOS CL A ORD 0.1%
Value ($000) $1 Shares 46,677 Est. Cost $21.56 Unrealized -2.6%
XOM Exxon Mobil Corp Com 0.1%
Value ($000) $1 Shares 9,029 Est. Cost $52.13 Unrealized +92.2%
Focus Financial Partners Inc 0.1%
Value ($000) $1 Shares 19,000 Est. Cost $35.63 Unrealized
DLN WisdomTree LargeCap Dividend E 0.1%
Value ($000) $1 Shares 15,004 Est. Cost $73.14 Unrealized
VTRS Viatris Inc 0.1%
Value ($000) $1 Shares 95,298 Est. Cost $9.06 Unrealized +6.9%
USB US Bancorp New 0.1%
Value ($000) $1 Shares 24,792 Est. Cost $26.19 Unrealized +47.5%
NTRS Northern Trust Corporation 0.1%
Value ($000) $1 Shares 7,796 Est. Cost $82.21 Unrealized +2.4%
NSC Norfolk Southern Corp 0.1%
Value ($000) $1 Shares 3,174 Est. Cost $113.08 Unrealized +91.7%
BA Boeing Company 0.1%
Value ($000) $1 Shares 3,066 Est. Cost $307.56 Unrealized -32.4%
Spdr Gold Tr Gold Shs ETF 0.1%
Value ($000) $1 Shares 3,521 Est. Cost $170.74 Unrealized
PFE Pfizer Inc. 0.1%
Value ($000) $1 Shares 14,952 Est. Cost $30.44 Unrealized +20.0%
COST Costco Wholesale Corp 0.1%
Value ($000) $1 Shares 1,043 Est. Cost $458.45 Unrealized +2.8%
OLED Universal Display Corp 0.1%
Value ($000) $1 Shares 3,255 Est. Cost $204.14 Unrealized -36.1%
HUBB Hubbell Inc 0.1%
Value ($000) $1 Shares 2,066 Est. Cost $181.74 Unrealized +26.5%
KO Coca Cola Company 0.1%
Value ($000) $0 Shares 7,503 Est. Cost $47.82 Unrealized +15.9%
T AT&T Inc 0.1%
Value ($000) $0 Shares 23,209 Est. Cost $15.27 Unrealized +7.1%
GOOGL Alphabet Inc. Class A Common S 0.1%
Value ($000) $0 Shares 4,304 Est. Cost $103.09 Unrealized -7.6%
VTI Vanguard Index Fds Total Stk M 0.0%
Value ($000) $0 Shares 1,933 Est. Cost $176.47 Unrealized
AJG Gallagher Arthur J & Co 0.0%
Value ($000) $0 Shares 2,044 Est. Cost $97.68 Unrealized +89.1%
PM Philip Morris Intl Inc Com 0.0%
Value ($000) $0 Shares 3,769 Est. Cost $62.64 Unrealized +38.8%
QQQ Powershares QQQ Tr Unit Ser 1 0.0%
Value ($000) $0 Shares 1,091 Est. Cost $283.15 Unrealized
Ares Cap Corp Com 0.0%
Value ($000) $0 Shares 17,198 Est. Cost $0.02 Unrealized
VOO Vanguard 500 ETF 0.0%
Value ($000) $0 Shares 747 Est. Cost $370.81 Unrealized
MDLZ Mondelez Intl Incl Cl A 0.0%
Value ($000) $0 Shares 3,873 Est. Cost $47.32 Unrealized +29.2%
UPS United Parcel Service Inc Cl B 0.0%
Value ($000) $0 Shares 1,368 Est. Cost $161.15 Unrealized -1.9%
ILMN Illumina Inc Com Isin#US452327 0.0%
Value ($000) $0 Shares 1,098 Est. Cost $198.16 Unrealized +3.3%
RBCAA Republic Bancorp Inc. Cl. A 0.0%
Value ($000) $0 Shares 5,594 Est. Cost $45.12 Unrealized -4.4%
SPHQ Invesco S&P 500 Quality ETF 0.0%
Value ($000) $0 Shares 4,988 Est. Cost $48.52 Unrealized
FBCG Fidelity Blue Chip Growth ETF 0.0%
Value ($000) $0 Shares 8,918 Est. Cost $28.55 Unrealized
KMB Kimberly Clark Corp 0.0%
Value ($000) $0 Shares 1,589 Est. Cost $107.01 Unrealized +8.6%
F Ford Motor Co. 0.0%
Value ($000) $0 Shares 16,493 Est. Cost $12.13 Unrealized -15.9%
MO Altria Group Inc 0.0%
Value ($000) $0 Shares 4,582 Est. Cost $29.54 Unrealized +22.8%
VLO Valero Energy 0.0%
Value ($000) $0 Shares 1,450 Est. Cost $77.57 Unrealized +58.6%
CVX Chevron Corp 0.0%
Value ($000) $0 Shares 1,218 Est. Cost $111.08 Unrealized +33.6%
SBUX Starbucks Corp Com 0.0%
Value ($000) $0 Shares 1,882 Est. Cost $74.51 Unrealized +30.3%
Marathon Pete Corp Com 0.0%
Value ($000) $0 Shares 1,415 Est. Cost $60.84 Unrealized
GE General Electric Co 0.0%
Value ($000) $0 Shares 1,978 Est. Cost $65.07 Unrealized +1.3%
MSI Motorola Solutions Inc Com 0.0%
Value ($000) $0 Shares 661 Est. Cost $183.28 Unrealized +39.4%
DIS Walt Disney 0.0%
Value ($000) $0 Shares 1,853 Est. Cost $141.58 Unrealized -30.4%
Sector Spdr Tr Shs Ben Int Tec 0.0%
Value ($000) $0 Shares 1,206 Est. Cost $130.43 Unrealized
ONB Old National Bancorp 0.0%
Value ($000) $0 Shares 12,548 Est. Cost $18.21 Unrealized -7.0%
PSX Phillips 66 Com 0.0%
Value ($000) $0 Shares 1,727 Est. Cost $64.50 Unrealized +42.1%
CME Group Inc 0.0%
Value ($000) $0 Shares 903 Est. Cost $181.62 Unrealized
BAC Bank of America Corp 0.0%
Value ($000) $0 Shares 5,822 Est. Cost $29.24 Unrealized +4.6%
XEL Xcel Energy Inc 0.0%
Value ($000) $0 Shares 2,442 Est. Cost $50.47 Unrealized +20.8%
CSCO Cisco Systems Inc. 0.0%
Value ($000) $0 Shares 3,053 Est. Cost $39.50 Unrealized +13.5%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $0 Shares 2,546 Est. Cost $14.79 Unrealized +299.9%
MMM 3M Company 0.0%
Value ($000) $0 Shares 1,495 Est. Cost $119.31 Unrealized -28.9%
MRSH Marsh & McLennan 0.0%
Value ($000) $0 Shares 911 Est. Cost $76.56 Unrealized +108.1%
RTX Raytheon Technologies Ord 0.0%
Value ($000) $0 Shares 1,540 Est. Cost $59.09 Unrealized +56.2%
DUK Duke Energy Corp New Com New 0.0%
Value ($000) $0 Shares 1,523 Est. Cost $62.94 Unrealized +40.1%
MIDD Middleby Corp 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $120.71 Unrealized +23.1%
JEF Jefferies Group Inc New Com 0.0%
Value ($000) $0 Shares 4,646 Est. Cost $17.89 Unrealized +84.5%
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $0 Shares 12,917 Est. Cost $12.39 Unrealized -1.9%
IWF iShares Tr Russell 1000 Gorwth 0.0%
Value ($000) $0 Shares 586 Est. Cost $150.09 Unrealized
GOVT iShares US Treasury Bond 0.0%
Value ($000) $0 Shares 6,013 Est. Cost $0.02 Unrealized
WEC Wisconsin Energy Corp 0.0%
Value ($000) $0 Shares 1,449 Est. Cost $87.08 Unrealized -4.1%
CBSH Commerce Bancshares 0.0%
Value ($000) $0 Shares 2,356 Est. Cost $55.22 Unrealized -4.4%
VOOG Vanguard S&P 500 Growth ETF 0.0%
Value ($000) $0 Shares 585 Est. Cost $261.54 Unrealized
IBM International Business Machine 0.0%
Value ($000) $0 Shares 1,024 Est. Cost $103.46 Unrealized +16.7%
Viad Corp Com New 0.0%
Value ($000) $0 Shares 6,354 Est. Cost $45.43 Unrealized
Vanguard Small Cap ETF 529F 0.0%
Value ($000) $0 Shares 4,822 Est. Cost $22.47 Unrealized
Arista Networks Inc 0.0%
Value ($000) $0 Shares 738 Est. Cost $110.87 Unrealized
Salesforce.com Inc 0.0%
Value ($000) $0 Shares 603 Est. Cost $219.66 Unrealized
IWM iShares Trust Russell 2000 Ind 0.0%
Value ($000) $0 Shares 657 Est. Cost $193.62 Unrealized
CL Colgate Palmolive 0.0%
Value ($000) $0 Shares 1,560 Est. Cost $72.82 Unrealized -4.4%
VGT Vanguard Information Technolog 0.0%
Value ($000) $0 Shares 300 Est. Cost $206.25 Unrealized
SPG Simon Property Group Inc 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $102.30 Unrealized -0.4%
ADSK Autodesk Inc 0.0%
Value ($000) $0 Shares 531 Est. Cost $229.05 Unrealized -10.1%
BP BP Plc Spons ADR 0.0%
Value ($000) $0 Shares 2,895 Est. Cost $33.77 Unrealized
STZ Constellation Brands Inc Cl A 0.0%
Value ($000) $0 Shares 480 Est. Cost $160.48 Unrealized +31.5%
Nuveen Dividend Advantage Muni 0.0%
Value ($000) $0 Shares 9,319 Est. Cost $15.02 Unrealized
VIG Vanguard Spcld Port Div App In 0.0%
Value ($000) $0 Shares 689 Est. Cost $129.91 Unrealized
MTZ MasTec Inc 0.0%
Value ($000) $0 Shares 1,108 Est. Cost $87.37 Unrealized +8.8%
MELI MercadoLibre Inc 0.0%
Value ($000) $0 Shares 80 Est. Cost $1403.77 Unrealized -19.0%
STM St Microelectronics NV 0.0%
Value ($000) $0 Shares 1,900 Est. Cost $26.84 Unrealized
WMT Wal Mart Stores Inc 0.0%
Value ($000) $0 Shares 676 Est. Cost $42.16 Unrealized +8.6%
SYK Stryker Corp 0.0%
Value ($000) $0 Shares 350 Est. Cost $183.63 Unrealized +40.4%
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $0 Shares 752 Est. Cost $111.70 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $0 Shares 3,494 Est. Cost $32.28 Unrealized -8.9%
TGT Target Corp Com 0.0%
Value ($000) $0 Shares 541 Est. Cost $119.18 Unrealized +24.7%
AWR American States Water Co 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $78.89 Unrealized +8.5%
Select Sector Spdr Fd Healthca 0.0%
Value ($000) $0 Shares 644 Est. Cost $113.78 Unrealized
Select Sector Spdr Fd Utilitie 0.0%
Value ($000) $0 Shares 1,233 Est. Cost $65.69 Unrealized
SAIA Saia Inc 0.0%
Value ($000) $0 Shares 295 Est. Cost $164.12 Unrealized +62.6%
BX Blackstone Group L P Com Unit 0.0%
Value ($000) $0 Shares 900 Est. Cost $90.69 Unrealized -10.5%
AGG iShares Tr Lehman US Aggregate 0.0%
Value ($000) $0 Shares 763 Est. Cost $82.61 Unrealized
CIEN Ciena Corp 0.0%
Value ($000) $0 Shares 1,431 Est. Cost $54.86 Unrealized -9.0%
IWD iShares Tr Russell 1000 Value 0.0%
Value ($000) $0 Shares 483 Est. Cost $0.15 Unrealized
HAL Halliburton Co 0.0%
Value ($000) $0 Shares 2,298 Est. Cost $32.98 Unrealized +5.0%
SCHW Charles Schwab Corp. New 0.0%
Value ($000) $0 Shares 1,397 Est. Cost $68.38 Unrealized +2.7%
AFG American Financial Group Inc. 0.0%
Value ($000) $0 Shares 600 Est. Cost $47.45 Unrealized +129.4%
AMAT Applied Materials 0.0%
Value ($000) $0 Shares 583 Est. Cost $93.49 Unrealized +19.7%
VO Seagram LTD 0.0%
Value ($000) $0 Shares 337 Est. Cost $231.74 Unrealized
YUM Yum Brands Inc Common 0.0%
Value ($000) $0 Shares 536 Est. Cost $94.45 Unrealized +28.9%
CACI Caci International Inc Class A 0.0%
Value ($000) $0 Shares 240 Est. Cost $276.04 Unrealized +6.8%
EMR Emerson Electric Company 0.0%
Value ($000) $0 Shares 808 Est. Cost $78.66 Unrealized +5.0%
IP International Paper Co 0.0%
Value ($000) $0 Shares 1,937 Est. Cost $45.90 Unrealized -29.2%
LBRDK Liberty Broadband Corp Com Ser 0.0%
Value ($000) $0 Shares 853 Est. Cost $122.60 Unrealized -34.1%
XLP Select Sector SPDR Tr Consumer 0.0%
Value ($000) $0 Shares 927 Est. Cost $68.22 Unrealized
Select Sector Spdr Tr Consumer 0.0%
Value ($000) $0 Shares 447 Est. Cost $154.68 Unrealized
VHT Vanguard Health Care ETF 0.0%
Value ($000) $0 Shares 275 Est. Cost $247.27 Unrealized
INTC Intel Corp 0.0%
Value ($000) $0 Shares 2,031 Est. Cost $36.70 Unrealized -25.0%
ADM Archer Daniels Midland 0.0%
Value ($000) $0 Shares 821 Est. Cost $83.12 Unrealized -10.5%
EXC Exelon Corp 0.0%
Value ($000) $0 Shares 1,549 Est. Cost $24.12 Unrealized +55.1%
ADI Analog Devices 0.0%
Value ($000) $0 Shares 327 Est. Cost $147.75 Unrealized +15.4%
Thomson Reuters Corp Com 0.0%
Value ($000) $0 Shares 476 Est. Cost $102.94 Unrealized
XLF Select Sector SPDR TR Financia 0.0%
Value ($000) $0 Shares 1,895 Est. Cost $32.57 Unrealized
Vertex Pharmaceuticals Inc 0.0%
Value ($000) $0 Shares 193 Est. Cost $194.39 Unrealized
SCHH Schwab US REIT ETF 0.0%
Value ($000) $0 Shares 3,108 Est. Cost $24.77 Unrealized
Liberty Media Corp Delaware Co 0.0%
Value ($000) $0 Shares 2,130 Est. Cost $47.41 Unrealized
ES Eversource Energy 0.0%
Value ($000) $0 Shares 765 Est. Cost $75.93 Unrealized -8.7%
FNB F N B Corp PA 0.0%
Value ($000) $0 Shares 5,078 Est. Cost $7.01 Unrealized +72.0%
SBLK Star Bulk Carriers Corp 0.0%
Value ($000) $0 Shares 2,804 Est. Cost $28.99 Unrealized -24.6%
BAB Invesco Taxable Municipal Bond 0.0%
Value ($000) $0 Shares 2,143 Est. Cost $0.03 Unrealized
AMN Ameron Intl Inc Com 0.0%
Value ($000) $0 Shares 696 Est. Cost $103.82 Unrealized -9.3%
DLTR Dollar Tree Inc 0.0%
Value ($000) $0 Shares 406 Est. Cost $148.81 Unrealized -2.5%
Devon Energy Corp. 0.0%
Value ($000) $0 Shares 1,134 Est. Cost $55.11 Unrealized
VCIT Vanguard Interm Tm Corp Bd Idx 0.0%
Value ($000) $0 Shares 697 Est. Cost $0.08 Unrealized
Liberty Global Plc Shs Cl C 0.0%
Value ($000) $0 Shares 2,718 Est. Cost $21.71 Unrealized
QCOM Qualcomm Corp 0.0%
Value ($000) $0 Shares 434 Est. Cost $120.97 Unrealized -3.8%
Sector Spdr Tr Shs Ben Int Ind 0.0%
Value ($000) $0 Shares 530 Est. Cost $89.15 Unrealized
Business Development Corp Of A 0.0%
Value ($000) $0 Shares 7,411 Est. Cost $6.53 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES ORD 0.0%
Value ($000) $0 Shares 658 Est. Cost $71.08 Unrealized 0.0%
AWK American Waterworks Co Inc 0.0%
Value ($000) $0 Shares 361 Est. Cost $121.28 Unrealized +14.5%
D Dominion Resources Inc Va 0.0%
Value ($000) $0 Shares 946 Est. Cost $58.39 Unrealized -13.4%
MR COOPER GROUP INC 0.0%
Value ($000) $0 Shares 1,245 Est. Cost $34.54 Unrealized
NFG National Fuel Gas Co 0.0%
Value ($000) $0 Shares 850 Est. Cost $51.80 Unrealized +11.9%
Select Sector Spdr Fd Material 0.0%
Value ($000) $0 Shares 610 Est. Cost $72.76 Unrealized
TRV The Travelers Companies Inc Co 0.0%
Value ($000) $0 Shares 287 Est. Cost $134.69 Unrealized +27.7%
LVS Las Vegas Sands Corp 0.0%
Value ($000) $0 Shares 856 Est. Cost $40.52 Unrealized +32.0%
BUSE First Busey Corp 0.0%
Value ($000) $0 Shares 2,375 Est. Cost $15.79 Unrealized +29.6%
AXP American Express Co. 0.0%
Value ($000) $0 Shares 290 Est. Cost $142.37 Unrealized +12.4%
EXAS Exact Sciences Corp 0.0%
Value ($000) $0 Shares 675 Est. Cost $64.28 Unrealized 0.0%
IDEV Indevus Pharmaceuticals Inc 0.0%
Value ($000) $0 Shares 754 Est. Cost $0.06 Unrealized
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $0 Shares 385 Est. Cost $101.01 Unrealized 0.0%
IEMG iShares Core MSCI Emerging Mar 0.0%
Value ($000) $0 Shares 923 Est. Cost $0.05 Unrealized
SONY Sony Group Corp 0.0%
Value ($000) $0 Shares 500 Est. Cost $0.09 Unrealized
FRME First Merchants Corp 0.0%
Value ($000) $0 Shares 1,355 Est. Cost $25.94 Unrealized +36.0%
Diageo PLC 0.0%
Value ($000) $0 Shares 248 Est. Cost $0.18 Unrealized
PNC PNC Financial 0.0%
Value ($000) $0 Shares 335 Est. Cost $110.24 Unrealized +22.1%
CHDN Churchill Downs Inc 0.0%
Value ($000) $0 Shares 166 Est. Cost $119.44 Unrealized 0.0%
SHY Ishares 13 Year Treasury Index 0.0%
Value ($000) $0 Shares 526 Est. Cost $72.88 Unrealized
HR Healthcare Trust of America In 0.0%
Value ($000) $0 Shares 2,163 Est. Cost $20.80 Unrealized
CEG Constellation Energy Group Inc 0.0%
Value ($000) $0 Shares 515 Est. Cost $72.32 Unrealized +9.3%
MDT Medtronic Inc 0.0%
Value ($000) $0 Shares 501 Est. Cost $68.09 Unrealized +9.4%