WEST BANCORPORATION INC Diversified Active

CIK: 0001166928 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 29, 2022

Total Value ($000): $161,260 (100.0% shares, 0.0% debt)

Holdings (319)

American Equity Investment Life Holding CO 12.6%
Value ($000) $20,316 Shares 509,054 Est. Cost $35.58 Unrealized
WTBA West Bancorporation INC 6.8%
Value ($000) $10,981 Shares 403,571 Est. Cost $29.00 Unrealized +1.9%
IWD Russell 1000 Value Ishare ETF 5.8%
Value ($000) $9,308 Shares 56,079 Est. Cost $137.86 Unrealized
IWF ISHARES Russell 1000 Growth ETF 5.5%
Value ($000) $8,949 Shares 32,234 Est. Cost $175.93 Unrealized
IWR ISHARES Russell Midcap ETF 5.4%
Value ($000) $8,691 Shares 111,370 Est. Cost $59.62 Unrealized
SPY Spdr S&p 500 Etf Trust 3.5%
Value ($000) $5,591 Shares 12,380 Est. Cost $451.62 Unrealized
IVV ISHARES Core S&P 500 ETF 3.4%
Value ($000) $5,485 Shares 12,089 Est. Cost $323.22 Unrealized
MSFT Microsoft Corp 3.1%
Value ($000) $4,937 Shares 16,014 Est. Cost $237.25 Unrealized +22.8%
IWM ISHARES Russell 2000 Index Fd ETF 2.9%
Value ($000) $4,641 Shares 22,609 Est. Cost $164.11 Unrealized
VEA Vanguard FTSE Developed Markets ETF 2.3%
Value ($000) $3,658 Shares 76,155 Est. Cost $43.97 Unrealized
VYM Vanguard High Dividend Yield ETF 2.2%
Value ($000) $3,529 Shares 31,441 Est. Cost $95.43 Unrealized
VTIP Vanguard Sht-term Inflation-protected Sec Idx Shrt Inf Prot Index Etf 2.2%
Value ($000) $3,523 Shares 68,794 Est. Cost $51.24 Unrealized
AAPL Apple INC 2.1%
Value ($000) $3,407 Shares 19,512 Est. Cost $130.98 Unrealized +25.8%
VB Vanguard Small Cap ETF 1.7%
Value ($000) $2,715 Shares 12,776 Est. Cost $221.47 Unrealized
DON Wisdomtree US Mid Cap Dividend ETF 1.5%
Value ($000) $2,370 Shares 53,363 Est. Cost $39.85 Unrealized
DES Wisdomtree US Smallcap Dividend Fund Etf 1.1%
Value ($000) $1,715 Shares 53,808 Est. Cost $29.18 Unrealized
CASY Caseys General Stores INC 1.0%
Value ($000) $1,585 Shares 8,000 Est. Cost $159.01 Unrealized +15.6%
PFE Pfizer INC 0.9%
Value ($000) $1,490 Shares 28,787 Est. Cost $33.58 Unrealized +26.5%
HON Honeywell International INC 0.9%
Value ($000) $1,457 Shares 7,489 Est. Cost $159.82 Unrealized +6.6%
HD Home Depot INC 0.8%
Value ($000) $1,277 Shares 4,266 Est. Cost $224.83 Unrealized +39.7%
ABT Abbott Laboratories 0.8%
Value ($000) $1,251 Shares 10,566 Est. Cost $107.72 Unrealized +7.1%
ABBV Abbvie INC 0.8%
Value ($000) $1,239 Shares 7,642 Est. Cost $123.89 Unrealized +2.0%
COST Costco Wholesale Corp 0.8%
Value ($000) $1,238 Shares 2,149 Est. Cost $420.88 Unrealized +19.0%
SO Southern CO 0.7%
Value ($000) $1,180 Shares 16,269 Est. Cost $50.83 Unrealized +15.5%
PEP Pepsico INC 0.7%
Value ($000) $1,099 Shares 6,568 Est. Cost $144.76 Unrealized +2.5%
VO Vanguard Mid Cap ETF 0.6%
Value ($000) $1,033 Shares 4,343 Est. Cost $237.04 Unrealized
GOOG Alphabet INC 0.6%
Value ($000) $1,005 Shares 360 Est. Cost $75.17 Unrealized +79.5%
JPM JPMORGAN Chase & CO 0.6%
Value ($000) $955 Shares 7,004 Est. Cost $117.72 Unrealized +13.5%
CSCO Cisco Systems INC 0.6%
Value ($000) $952 Shares 17,073 Est. Cost $49.72 Unrealized +1.1%
VZ Verizon Communications INC 0.6%
Value ($000) $938 Shares 18,411 Est. Cost $42.00 Unrealized -1.2%
PFG Principal Financial Group INC 0.6%
Value ($000) $917 Shares 12,487 Est. Cost $61.66 Unrealized +2.0%
SDY Spdr S&p Dividend Etf 0.6%
Value ($000) $913 Shares 7,126 Est. Cost $107.57 Unrealized
EFA ISHARES MSCI EAFE Index Fd ETF 0.6%
Value ($000) $912 Shares 12,395 Est. Cost $69.31 Unrealized
NVDA Nvidia Corp 0.5%
Value ($000) $836 Shares 3,065 Est. Cost $22.36 Unrealized +12.0%
VIG Vanguard Dividend Appreciation ETF 0.5%
Value ($000) $817 Shares 5,036 Est. Cost $131.88 Unrealized
VWO Vanguard FTSE Emerging Markets ETF 0.5%
Value ($000) $813 Shares 17,633 Est. Cost $44.22 Unrealized
MCD Mcdonald's Corp 0.5%
Value ($000) $742 Shares 3,000 Est. Cost $227.78 Unrealized 0.0%
PM Philip Morris International INC 0.5%
Value ($000) $726 Shares 7,728 Est. Cost $60.01 Unrealized +38.0%
IDV ISHARES Intl Select Dividend ETF 0.4%
Value ($000) $721 Shares 22,702 Est. Cost $33.40 Unrealized
AMZN Amazon.com INC 0.4%
Value ($000) $688 Shares 211 Est. Cost $91.40 Unrealized +69.1%
WFC Wells Fargo & CO 0.4%
Value ($000) $671 Shares 13,847 Est. Cost $47.39 Unrealized +2.3%
VTI Vanguard Total Stock Market VIPERs ETF 0.4%
Value ($000) $653 Shares 2,869 Est. Cost $222.33 Unrealized
BX Blackstone INC 0.4%
Value ($000) $641 Shares 5,048 Est. Cost $107.28 Unrealized -0.1%
BRK/B Berkshire Hathaway INC 0.4%
Value ($000) $639 Shares 1,811 Est. Cost $237.13 Unrealized +36.4%
MRK Merck & CO INC 0.4%
Value ($000) $633 Shares 7,720 Est. Cost $67.83 Unrealized +3.0%
ADM Archer Daniels Midland CO 0.4%
Value ($000) $619 Shares 6,859 Est. Cost $35.73 Unrealized +94.9%
INTC Intel Corp 0.4%
Value ($000) $614 Shares 12,379 Est. Cost $46.83 Unrealized -1.4%
MO Altria Group INC 0.4%
Value ($000) $598 Shares 11,438 Est. Cost $32.37 Unrealized +14.7%
VTV Vanguard Index Funds Vanguard Value ETF 0.4%
Value ($000) $586 Shares 3,968 Est. Cost $132.29 Unrealized
BAC Bank Of America Corp 0.4%
Value ($000) $581 Shares 14,105 Est. Cost $38.06 Unrealized +7.3%
T AT&T INC 0.4%
Value ($000) $574 Shares 24,310 Est. Cost $17.63 Unrealized -15.4%
UNP Union Pacific Corp 0.4%
Value ($000) $573 Shares 2,099 Est. Cost $173.68 Unrealized +32.8%
IBM International Business Machines Corp 0.3%
Value ($000) $532 Shares 4,088 Est. Cost $102.85 Unrealized +9.0%
Blackrock INC 0.3%
Value ($000) $523 Shares 684 Est. Cost $589.18 Unrealized
VOOV Vanguard S&p 500 Value Index Fund Etf 0.3%
Value ($000) $520 Shares 3,450 Est. Cost $150.72 Unrealized
EOG Eog Resources INC 0.3%
Value ($000) $516 Shares 4,331 Est. Cost $92.62 Unrealized +0.9%
MMM 3M CO 0.3%
Value ($000) $468 Shares 3,144 Est. Cost $112.00 Unrealized +2.3%
PAYX Paychex INC 0.3%
Value ($000) $452 Shares 3,313 Est. Cost $109.73 Unrealized 0.0%
JNJ Johnson & Johnson 0.3%
Value ($000) $449 Shares 2,534 Est. Cost $127.61 Unrealized +19.0%
CAT Caterpillar INC 0.3%
Value ($000) $445 Shares 1,996 Est. Cost $189.45 Unrealized +3.2%
UPS United Parcel Service INC 0.3%
Value ($000) $443 Shares 2,065 Est. Cost $170.26 Unrealized +4.1%
PG Procter & Gamble CO 0.3%
Value ($000) $442 Shares 2,895 Est. Cost $120.02 Unrealized +18.4%
CB Chubb Ltd 0.3%
Value ($000) $413 Shares 1,931 Est. Cost $182.23 Unrealized +5.9%
LUMN Lumen Technologies INC 0.3%
Value ($000) $410 Shares 36,400 Est. Cost $11.76 Unrealized -8.4%
HPQ Hp INC 0.2%
Value ($000) $399 Shares 10,988 Est. Cost $32.05 Unrealized 0.0%
EW Edwards Lifesciences 0.2%
Value ($000) $392 Shares 3,331 Est. Cost $78.03 Unrealized +43.8%
DD Dupont De Nemours INC 0.2%
Value ($000) $374 Shares 5,086 Est. Cost $28.20 Unrealized +6.6%
RSP Invesco S&p 500 Eql Wght Etf Invsc S P Equal Weight 0.2%
Value ($000) $373 Shares 2,363 Est. Cost $162.28 Unrealized
DHR Danaher Corp 0.2%
Value ($000) $372 Shares 1,268 Est. Cost $127.73 Unrealized +92.4%
ROST Ross Stores INC 0.2%
Value ($000) $362 Shares 4,000 Est. Cost $91.07 Unrealized 0.0%
HCA Hca Healthcare INC 0.2%
Value ($000) $360 Shares 1,437 Est. Cost $224.01 Unrealized +8.3%
CVX Chevron Corp 0.2%
Value ($000) $355 Shares 2,181 Est. Cost $117.96 Unrealized +4.1%
TSCO Tractor Supply Co 0.2%
Value ($000) $351 Shares 1,503 Est. Cost $41.27 Unrealized 0.0%
DOW Dow INC 0.2%
Value ($000) $324 Shares 5,086 Est. Cost $45.66 Unrealized +5.7%
ZTS Zoetis INC 0.2%
Value ($000) $322 Shares 1,707 Est. Cost $125.31 Unrealized +51.8%
SPGI S&p Global INC 0.2%
Value ($000) $321 Shares 783 Est. Cost $441.83 Unrealized -10.8%
ROK Rockwell Automation INC 0.2%
Value ($000) $317 Shares 1,133 Est. Cost $190.21 Unrealized +41.0%
TMO Thermo Fisher Scientific INC 0.2%
Value ($000) $316 Shares 535 Est. Cost $309.17 Unrealized +83.8%
GNRC Generac Holdings INC 0.2%
Value ($000) $315 Shares 1,058 Est. Cost $164.57 Unrealized +82.3%
MA Mastercard INC 0.2%
Value ($000) $313 Shares 877 Est. Cost $286.05 Unrealized +22.9%
VNQ Vanguard Real Estate ETF 0.2%
Value ($000) $308 Shares 2,842 Est. Cost $104.26 Unrealized
ITOT ISHARES S&P 1500 Index Fund 0.2%
Value ($000) $308 Shares 3,054 Est. Cost $101.68 Unrealized
BUD Anheuser Busch Inbev SA/NV 0.2%
Value ($000) $296 Shares 4,936 Est. Cost $59.97 Unrealized
CTVA Corteva INC 0.2%
Value ($000) $292 Shares 5,086 Est. Cost $43.48 Unrealized +12.7%
LNT Alliant Energy Corp 0.2%
Value ($000) $292 Shares 4,676 Est. Cost $45.52 Unrealized +15.0%
IQV Iqvia Holdings INC 0.2%
Value ($000) $292 Shares 1,263 Est. Cost $146.27 Unrealized +61.9%
QCOM Qualcomm INC 0.2%
Value ($000) $291 Shares 1,903 Est. Cost $144.97 Unrealized +5.9%
VOO Vanguard Index Funds S&p 500 ETF 0.2%
Value ($000) $283 Shares 681 Est. Cost $323.90 Unrealized
Pioneer Natural Resources CO Resource 0.2%
Value ($000) $282 Shares 1,128 Est. Cost $181.93 Unrealized
MS Morgan Stanley 0.2%
Value ($000) $274 Shares 3,130 Est. Cost $86.77 Unrealized -2.5%
APH Amphenol Corp A 0.2%
Value ($000) $270 Shares 3,578 Est. Cost $37.32 Unrealized 0.0%
IWP ISHARES Russell Midcap Growth ETF 0.2%
Value ($000) $259 Shares 2,582 Est. Cost $129.86 Unrealized
COR Amerisourcebergen Corp 0.2%
Value ($000) $257 Shares 1,659 Est. Cost $136.20 Unrealized 0.0%
MAC Macerich CO Reit 0.2%
Value ($000) $250 Shares 15,993 Est. Cost $17.18 Unrealized
PEG Public Service Enterprise Group INC 0.2%
Value ($000) $249 Shares 3,557 Est. Cost $57.97 Unrealized +0.1%
KEYS Keysight Technologies INC 0.1%
Value ($000) $240 Shares 1,517 Est. Cost $101.66 Unrealized +63.9%
NOW Servicenow INC 0.1%
Value ($000) $239 Shares 430 Est. Cost $131.29 Unrealized -14.7%
GLD SPDR Gold Trust 0.1%
Value ($000) $239 Shares 1,322 Est. Cost $165.04 Unrealized
STZ Constellation Brands INC 0.1%
Value ($000) $236 Shares 1,024 Est. Cost $161.12 Unrealized +34.0%
MET MetLife 0.1%
Value ($000) $230 Shares 3,270 Est. Cost $60.10 Unrealized 0.0%
MDLZ Mondelez International INC 0.1%
Value ($000) $226 Shares 3,598 Est. Cost $45.84 Unrealized +28.0%
VGT Vanguard Information Technology Etf 0.1%
Value ($000) $223 Shares 536 Est. Cost $244.40 Unrealized
CRM Salesforce.com INC 0.1%
Value ($000) $222 Shares 1,044 Est. Cost $160.68 Unrealized +32.3%
IJR ISHARES Core S & P Small Cap ETF 0.1%
Value ($000) $221 Shares 2,052 Est. Cost $82.50 Unrealized
OSK Oshkosh 0.1%
Value ($000) $219 Shares 2,171 Est. Cost $101.52 Unrealized +3.1%
DHI D R Horton Inc 0.1%
Value ($000) $219 Shares 2,934 Est. Cost $92.30 Unrealized -9.7%
First Trust Enhanced Equity Income Fund 0.1%
Value ($000) $218 Shares 10,746 Est. Cost $15.94 Unrealized
IJK ISHARES S&P Mid-Cap 400 Growth Index 0.1%
Value ($000) $218 Shares 2,825 Est. Cost $131.66 Unrealized
V Visa INC 0.1%
Value ($000) $215 Shares 970 Est. Cost $190.06 Unrealized +10.5%
VCR Vanguard Consumer Discretionary Etf 0.1%
Value ($000) $208 Shares 680 Est. Cost $189.71 Unrealized
Discovery INC Srs C 0.1%
Value ($000) $208 Shares 8,327 Est. Cost $24.98 Unrealized
ISRG Intuitive Surgical INC 0.1%
Value ($000) $201 Shares 667 Est. Cost $291.78 Unrealized +0.1%
AEP American Electric Power Company INC 0.1%
Value ($000) $200 Shares 2,000 Est. Cost $74.24 Unrealized +6.7%
GLW Corning 0.1%
Value ($000) $196 Shares 5,322 Est. Cost $34.93 Unrealized 0.0%
VEEV Veeva Systems INC 0.1%
Value ($000) $193 Shares 908 Est. Cost $290.73 Unrealized -25.4%
BIV Vanguard Intermediate Term B 0.1%
Value ($000) $190 Shares 2,318 Est. Cost $91.01 Unrealized
DVY ISHARES Dow Jones Select Dividend 0.1%
Value ($000) $190 Shares 1,486 Est. Cost $105.54 Unrealized
EPD Enterprise Products Partners LP 0.1%
Value ($000) $187 Shares 7,240 Est. Cost $28.18 Unrealized
USB U.S. Bancorp US 0.1%
Value ($000) $184 Shares 3,454 Est. Cost $45.41 Unrealized +5.3%
CMG Chipotle Mexican Grill INC 0.1%
Value ($000) $180 Shares 114 Est. Cost $30.11 Unrealized 0.0%
XLK Technology Select Sector SPDR 0.1%
Value ($000) $179 Shares 1,126 Est. Cost $111.51 Unrealized
PSTG Pure Storage INC A 0.1%
Value ($000) $177 Shares 5,000 Est. Cost $29.10 Unrealized 0.0%
FAST Fastenal Co 0.1%
Value ($000) $175 Shares 2,950 Est. Cost $25.41 Unrealized 0.0%
IWN ISHARES Russell 2000 Value 0.1%
Value ($000) $174 Shares 1,078 Est. Cost $152.83 Unrealized
AGG ISHARES Barclays Aggregate Bond Fund ETN 0.1%
Value ($000) $169 Shares 1,581 Est. Cost $113.85 Unrealized
DEO Diageo P L C Spon 0.1%
Value ($000) $160 Shares 788 Est. Cost $196.43 Unrealized
VHT Vanguard Health Care Etf 0.1%
Value ($000) $159 Shares 625 Est. Cost $188.00 Unrealized
RS Reliance Stl & Alum Co 0.1%
Value ($000) $156 Shares 852 Est. Cost $172.99 Unrealized 0.0%
CBRE Cbre Group INC A 0.1%
Value ($000) $155 Shares 1,695 Est. Cost $97.43 Unrealized 0.0%
IJJ ISHARES S&P Mid-Cap 400 Value Index 0.1%
Value ($000) $154 Shares 1,409 Est. Cost $142.76 Unrealized
CVS CVS Health Corp 0.1%
Value ($000) $152 Shares 1,505 Est. Cost $86.37 Unrealized +6.5%
MDT Medtronic Plc 0.1%
Value ($000) $146 Shares 1,312 Est. Cost $92.78 Unrealized +1.0%
VFH Vanguard Financials Etf 0.1%
Value ($000) $143 Shares 1,530 Est. Cost $76.47 Unrealized
VXUS Vanguard Total International Stock Index Fund Stk Etf 0.1%
Value ($000) $141 Shares 2,357 Est. Cost $63.63 Unrealized
DUK Duke Energy Corp 0.1%
Value ($000) $140 Shares 1,250 Est. Cost $77.09 Unrealized +15.7%
OKE Oneok INC 0.1%
Value ($000) $139 Shares 1,970 Est. Cost $47.69 Unrealized +9.1%
LOW Lowe's Companies INC 0.1%
Value ($000) $138 Shares 683 Est. Cost $210.44 Unrealized +1.4%
ACN Accenture Ltd Cl A 0.1%
Value ($000) $133 Shares 395 Est. Cost $318.52 Unrealized 0.0%
IWS ISHARES Russell Mid-Cap Value ETF 0.1%
Value ($000) $131 Shares 1,097 Est. Cost $100.95 Unrealized
Brookfield Asset Management INC A 0.1%
Value ($000) $129 Shares 2,280 Est. Cost $56.58 Unrealized
KMB Kimberly-clark Kimberly Clark 0.1%
Value ($000) $122 Shares 987 Est. Cost $114.02 Unrealized 0.0%
WMT Walmart INC 0.1%
Value ($000) $117 Shares 787 Est. Cost $35.81 Unrealized +24.5%
BWA Borgwarner INC 0.1%
Value ($000) $115 Shares 2,962 Est. Cost $35.30 Unrealized 0.0%
OMC Omnicom Group INC 0.1%
Value ($000) $106 Shares 1,250 Est. Cost $70.18 Unrealized 0.0%
LLY Eli Lilly And CO 0.1%
Value ($000) $106 Shares 371 Est. Cost $114.16 Unrealized +117.7%
VXF Vanguard Extended Markets Index Fund Market Etf 0.1%
Value ($000) $106 Shares 641 Est. Cost $182.73 Unrealized
GIS General Mills INC 0.1%
Value ($000) $102 Shares 1,500 Est. Cost $42.80 Unrealized +37.3%
ENB Enbridge Inc 0.1%
Value ($000) $100 Shares 2,160 Est. Cost $33.29 Unrealized 0.0%
MAR Marriott International INC A 0.1%
Value ($000) $95 Shares 538 Est. Cost $151.70 Unrealized +5.7%
IEFA Ishares Core Msci Eafe Etf 0.1%
Value ($000) $91 Shares 1,305 Est. Cost $65.43 Unrealized
SBUX Starbucks Corp 0.1%
Value ($000) $91 Shares 1,000 Est. Cost $102.21 Unrealized -15.9%
PYPL Paypal Holdings INC 0.1%
Value ($000) $90 Shares 780 Est. Cost $105.70 Unrealized +25.6%
XLV Health Care Select Sector SPDR 0.1%
Value ($000) $88 Shares 645 Est. Cost $113.51 Unrealized
DIS Walt Disney CO 0.1%
Value ($000) $88 Shares 642 Est. Cost $155.42 Unrealized -9.1%
HDV ISHARES Core High Dividend ETF 0.1%
Value ($000) $85 Shares 799 Est. Cost $97.62 Unrealized
VUG Vanguard Index Funds Vanguard Growth ETF 0.1%
Value ($000) $85 Shares 296 Est. Cost $209.95 Unrealized
IJH ISHARES Core S&P Mid-Cap ETF 0.1%
Value ($000) $83 Shares 309 Est. Cost $261.41 Unrealized
BSV Vanguard Short-Term Bond ETF 0.1%
Value ($000) $81 Shares 1,042 Est. Cost $82.03 Unrealized
CMCSA Comcast Corp 0.0%
Value ($000) $79 Shares 1,688 Est. Cost $37.86 Unrealized +13.2%
META Meta Platforms INC A 0.0%
Value ($000) $72 Shares 325 Est. Cost $195.63 Unrealized +26.9%
HIG Hartford Financial Services Group INC Grup 0.0%
Value ($000) $72 Shares 1,000 Est. Cost $64.85 Unrealized +0.5%
WMB Williams Companies INC 0.0%
Value ($000) $67 Shares 2,000 Est. Cost $22.75 Unrealized +12.3%
DHS Wisdomtree US High Dividend Fund Etf 0.0%
Value ($000) $66 Shares 750 Est. Cost $77.33 Unrealized
CHKP Check Point Software Tech 0.0%
Value ($000) $66 Shares 475 Est. Cost $130.56 Unrealized 0.0%
WHR Whirlpool Corp 0.0%
Value ($000) $64 Shares 373 Est. Cost $151.00 Unrealized +34.2%
WY Weyerhaeuser CO Reit 0.0%
Value ($000) $61 Shares 1,600 Est. Cost $23.11 Unrealized +47.7%
PEY Invesco High Yield Equity Dividend Achvrs Etf 0.0%
Value ($000) $60 Shares 2,750 Est. Cost $19.05 Unrealized
IEMG Ishares Core Msci Emerging Markets Etf 0.0%
Value ($000) $60 Shares 1,084 Est. Cost $53.89 Unrealized
MAA Mid America Apartment Communities Inc. 0.0%
Value ($000) $60 Shares 288 Est. Cost $178.27 Unrealized +1.8%
XLY Consumer Discretionary Select Sector SPDT Fd 0.0%
Value ($000) $60 Shares 327 Est. Cost $126.71 Unrealized
GSLC Goldman Sachs Activebeta US Large Cap Equity Etf Actvbeta Lrg 0.0%
Value ($000) $59 Shares 662 Est. Cost $78.35 Unrealized
RTX Raytheon Technologies Corp 0.0%
Value ($000) $57 Shares 574 Est. Cost $71.85 Unrealized +20.8%
AXP American Express CO 0.0%
Value ($000) $56 Shares 300 Est. Cost $110.13 Unrealized +56.0%
CTSH Cognizant Technology Solutions Corp 0.0%
Value ($000) $54 Shares 601 Est. Cost $55.57 Unrealized +48.4%
HRL Hormel Foods 0.0%
Value ($000) $52 Shares 1,000 Est. Cost $38.61 Unrealized +12.3%
XLI Industrial Select Sector SPDR 0.0%
Value ($000) $52 Shares 508 Est. Cost $92.78 Unrealized
Hmn Financial INC 0.0%
Value ($000) $50 Shares 2,000 Est. Cost $24.50 Unrealized
FDL First Tr Morningstar Dividend Leaders Index Fund 0.0%
Value ($000) $48 Shares 1,275 Est. Cost $32.94 Unrealized
ARCC Ares Capital 0.0%
Value ($000) $47 Shares 2,241 Est. Cost $13.96 Unrealized +4.8%
Spdr Dj Wilshire Small Cap Etf S&p 600 0.0%
Value ($000) $47 Shares 500 Est. Cost $72.00 Unrealized
ILMN Illumina INC 0.0%
Value ($000) $46 Shares 132 Est. Cost $303.09 Unrealized +11.4%
IWO ISHARES Russell 2000 Growth Index Fund 0.0%
Value ($000) $46 Shares 179 Est. Cost $215.49 Unrealized
FE Firstenergy 0.0%
Value ($000) $46 Shares 1,000 Est. Cost $32.61 Unrealized +10.7%
BBY Best Buy CO INC 0.0%
Value ($000) $45 Shares 500 Est. Cost $59.90 Unrealized +37.2%
ARKK Ark Innovation Etf 0.0%
Value ($000) $45 Shares 675 Est. Cost $86.32 Unrealized
UNH Unitedhealth Group INC Grp 0.0%
Value ($000) $45 Shares 89 Est. Cost $293.69 Unrealized +53.6%
KHC Kraft Heinz CO 0.0%
Value ($000) $44 Shares 1,117 Est. Cost $22.63 Unrealized +37.1%
QQQ Invesco Qqq Trust Series 1 Invsc Srs Etf 0.0%
Value ($000) $44 Shares 120 Est. Cost $397.86 Unrealized
PNC PNC Financial Services Group INC 0.0%
Value ($000) $44 Shares 240 Est. Cost $115.89 Unrealized +50.2%
XLF Financial Select Sector SPDR 0.0%
Value ($000) $44 Shares 1,157 Est. Cost $30.57 Unrealized
XOM Exxon Mobil Corp 0.0%
Value ($000) $43 Shares 516 Est. Cost $52.07 Unrealized +30.4%
FDX Fedex 0.0%
Value ($000) $43 Shares 185 Est. Cost $219.91 Unrealized -1.8%
STM Stmicroelectronics Nv 0.0%
Value ($000) $43 Shares 1,000 Est. Cost $49.00 Unrealized
O Realty Income Reit 0.0%
Value ($000) $42 Shares 610 Est. Cost $55.33 Unrealized 0.0%
CL Colgate-palmolive CO 0.0%
Value ($000) $40 Shares 522 Est. Cost $59.11 Unrealized +22.4%
Eaton Vance Enhanced Equity Income Fund 0.0%
Value ($000) $39 Shares 2,143 Est. Cost $16.75 Unrealized
XLP Consumer Staples Sector SPDR 0.0%
Value ($000) $36 Shares 468 Est. Cost $65.58 Unrealized
UBER Uber Technologies INC 0.0%
Value ($000) $36 Shares 1,000 Est. Cost $43.11 Unrealized -16.6%
PDBC Invesco Optimum Yld Dvsfd Cmd Str No K-1 Etf Invsc Actvly Mng Optm Yd Dvrs 0.0%
Value ($000) $34 Shares 1,931 Est. Cost $14.04 Unrealized
MINT Pimco Enhanced Short Maturity Active Exch Tr Shrt Maturty Actv Etf 0.0%
Value ($000) $34 Shares 335 Est. Cost $101.49 Unrealized
F Ford Motor CO 0.0%
Value ($000) $34 Shares 2,000 Est. Cost $14.00 Unrealized +3.9%
MSI Motorola Solutions INC 0.0%
Value ($000) $34 Shares 142 Est. Cost $239.53 Unrealized -7.4%
D Dominion Energy INC 0.0%
Value ($000) $33 Shares 385 Est. Cost $62.20 Unrealized +7.6%
AMGN Amgen INC 0.0%
Value ($000) $33 Shares 137 Est. Cost $182.69 Unrealized +11.3%
Hancock John Prem Div Fund 0.0%
Value ($000) $33 Shares 2,000 Est. Cost $16.50 Unrealized
VTR Ventas INC Reit 0.0%
Value ($000) $33 Shares 540 Est. Cost $47.59 Unrealized 0.0%
Liberty All-star Equity Fund All Star (Closed-End Fd) 0.0%
Value ($000) $32 Shares 3,950 Est. Cost $6.80 Unrealized
Eaton Vance Enhanced Equity Income Fund Ii 0.0%
Value ($000) $32 Shares 1,500 Est. Cost $18.00 Unrealized
Lam Research Corp 0.0%
Value ($000) $31 Shares 57 Est. Cost $369.04 Unrealized
VEU Vanguard Intl Equity Index Funds Vanguard Ftse All World Ex Usetf 0.0%
Value ($000) $29 Shares 505 Est. Cost $53.74 Unrealized
Walgreens Boots Alliance INC 0.0%
Value ($000) $29 Shares 656 Est. Cost $59.45 Unrealized
UBS Ubs Group Ag 0.0%
Value ($000) $29 Shares 1,456 Est. Cost $11.26 Unrealized +68.0%
ALGM Allegro Microsystems INC 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $32.55 Unrealized -12.2%
GOOGL Alphabet INC 0.0%
Value ($000) $28 Shares 10 Est. Cost $64.02 Unrealized +110.6%
REZI Resideo Technologies INC 0.0%
Value ($000) $28 Shares 1,163 Est. Cost $19.23 Unrealized +30.5%
AVGO Broadcom INC 0.0%
Value ($000) $27 Shares 43 Est. Cost $30.86 Unrealized +78.5%
SRVR Pacer Benchmark Data & Infrastructure Re Sctr Bnchmrk Dt And Infr Rl Est Etf 0.0%
Value ($000) $27 Shares 702 Est. Cost $42.84 Unrealized
VDE Vanguard Energy Index Fund Etf 0.0%
Value ($000) $27 Shares 250 Est. Cost $76.00 Unrealized
TJX Tjx Companies INC 0.0%
Value ($000) $27 Shares 452 Est. Cost $53.53 Unrealized +18.1%
SAN Banco Santander Sa Rep 1 0.0%
Value ($000) $26 Shares 7,647 Est. Cost $3.27 Unrealized
BP BP PLC 0.0%
Value ($000) $26 Shares 897 Est. Cost $34.70 Unrealized
ATLO Ames National 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $19.85 Unrealized +2.3%
ARI Apollo Commercial Real Estate Finance INC Comm Est Fin Reit 0.0%
Value ($000) $24 Shares 1,711 Est. Cost $13.44 Unrealized
TFI Spdr Lehman Municipal Bond Etf Nuveen Blmbrg Brcly Mncp 0.0%
Value ($000) $24 Shares 500 Est. Cost $50.90 Unrealized
SYK Stryker Corp 0.0%
Value ($000) $24 Shares 90 Est. Cost $173.69 Unrealized +42.9%
BANX Stonecastle Financial Corp 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $12.26 Unrealized +14.6%
RF Regions Financial 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $19.19 Unrealized +3.6%
Brookfield Infrastructure A 0.0%
Value ($000) $22 Shares 285 Est. Cost $66.67 Unrealized
EMN Eastman Chemical CO 0.0%
Value ($000) $22 Shares 200 Est. Cost $61.58 Unrealized +64.0%
DFE Wisdomtree Europe Smallcap Dividend Fund Smlcp Etf 0.0%
Value ($000) $22 Shares 320 Est. Cost $64.44 Unrealized
VOT Vanguard Mid-cap Growth Index Fund Mid Cap Etf 0.0%
Value ($000) $21 Shares 94 Est. Cost $170.21 Unrealized
VOE Vanguard Mid-cap Value Index Fund Mid Cap Etf 0.0%
Value ($000) $21 Shares 138 Est. Cost $94.20 Unrealized
TIP ISHARES Barclays Tips Bond Fund ETF 0.0%
Value ($000) $21 Shares 171 Est. Cost $116.96 Unrealized
TBCH Turtle Beach Corp 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $26.99 Unrealized -22.4%
CARR Carrier Global Corp 0.0%
Value ($000) $21 Shares 460 Est. Cost $44.60 Unrealized 0.0%
Discover Financial Services 0.0%
Value ($000) $21 Shares 191 Est. Cost $85.27 Unrealized
OHI Omega Healthcare Investors INC Reit 0.0%
Value ($000) $21 Shares 673 Est. Cost $29.72 Unrealized
VCSH Vanguard Short-term Corporate Bond Idx FUND Short Term Cor Bd Etf 0.0%
Value ($000) $20 Shares 260 Est. Cost $80.77 Unrealized
IWB Ishares Russell 1000 Index Fund Etf 0.0%
Value ($000) $20 Shares 81 Est. Cost $176.00 Unrealized
FLXS Flexsteel Industries INC 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $25.85 Unrealized -19.8%
C Citigroup INC 0.0%
Value ($000) $19 Shares 352 Est. Cost $43.41 Unrealized +23.2%
OTIS Otis Worldwide Corp 0.0%
Value ($000) $18 Shares 230 Est. Cost $75.10 Unrealized 0.0%
Te Connectivity Ltd 0.0%
Value ($000) $18 Shares 137 Est. Cost $92.92 Unrealized
HYG ISHARES IBOXX H/Y Corp Bond ETF 0.0%
Value ($000) $18 Shares 222 Est. Cost $90.09 Unrealized
CTMX Cytomx Therapeutics INC 0.0%
Value ($000) $17 Shares 6,400 Est. Cost $3.84 Unrealized 0.0%
VOD Vodafone Group PLC 0.0%
Value ($000) $17 Shares 1,046 Est. Cost $15.63 Unrealized
ETN Eaton Corporation Plc 0.0%
Value ($000) $16 Shares 108 Est. Cost $79.74 Unrealized +84.8%
CE Celanese Corp 0.0%
Value ($000) $16 Shares 115 Est. Cost $75.33 Unrealized +89.6%
CLNE Clean Energy Fuels 0.0%
Value ($000) $16 Shares 2,000 Est. Cost $7.84 Unrealized -14.1%
EA Electronic Arts INC 0.0%
Value ($000) $15 Shares 120 Est. Cost $104.23 Unrealized +22.2%
Glaxosmithkline PLC 0.0%
Value ($000) $15 Shares 334 Est. Cost $46.28 Unrealized
HBAN Huntington Bancshares INC 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $13.03 Unrealized +0.3%
QQQJ Invesco Nasdaq Next Gen 100 Etf 0.0%
Value ($000) $14 Shares 485 Est. Cost $32.99 Unrealized
HAIN Hain Celestial Group INC 0.0%
Value ($000) $14 Shares 406 Est. Cost $30.71 Unrealized +18.3%
ASIX Advansix INC 0.0%
Value ($000) $14 Shares 278 Est. Cost $32.00 Unrealized +27.7%
FLEX Flextronics Intl 0.0%
Value ($000) $12 Shares 668 Est. Cost $7.21 Unrealized +77.3%
MRSH Marsh & Mclennan Companies INC 0.0%
Value ($000) $12 Shares 70 Est. Cost $95.06 Unrealized +56.4%
SLV ISHARES Silver Trust ETF 0.0%
Value ($000) $11 Shares 500 Est. Cost $18.98 Unrealized
VBR Vanguard Small Cap Value Etf 0.0%
Value ($000) $11 Shares 61 Est. Cost $114.75 Unrealized
RSPG Invesco S&p 500 Eql Wght Energy Etf 0.0%
Value ($000) $11 Shares 165 Est. Cost $48.48 Unrealized
ORCL Oracle Corp 0.0%
Value ($000) $11 Shares 136 Est. Cost $50.44 Unrealized +52.6%
ET Energy Transfer Equity LP 0.0%
Value ($000) $10 Shares 906 Est. Cost $13.25 Unrealized
DVN Devon Energy 0.0%
Value ($000) $10 Shares 171 Est. Cost $33.60 Unrealized +32.6%
MFC Manulife Financial 0.0%
Value ($000) $10 Shares 477 Est. Cost $12.59 Unrealized +62.8%
VBK Vanguard Small-cap Growth Index Fund Small Cap Etf 0.0%
Value ($000) $10 Shares 39 Est. Cost $205.13 Unrealized
TD Toronto-Dominion Bank 0.0%
Value ($000) $10 Shares 121 Est. Cost $42.57 Unrealized +89.3%
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $10 Shares 132 Est. Cost $58.59 Unrealized
SU Suncor Energy INC 0.0%
Value ($000) $10 Shares 295 Est. Cost $20.36 Unrealized +25.2%
Total S.A. 0.0%
Value ($000) $9 Shares 187 Est. Cost $34.56 Unrealized
BA Boeing CO 0.0%
Value ($000) $9 Shares 47 Est. Cost $261.84 Unrealized -23.3%
ED Consolidated Edison INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $68.08 Unrealized +11.0%
LVS Las Vegas Sands Corp 0.0%
Value ($000) $9 Shares 220 Est. Cost $56.09 Unrealized -29.4%
VPU Vanguard Utilities Etf 0.0%
Value ($000) $9 Shares 57 Est. Cost $140.35 Unrealized
ALV Autoliv INC 0.0%
Value ($000) $8 Shares 102 Est. Cost $87.85 Unrealized -5.7%
CME Cme Group INC 0.0%
Value ($000) $8 Shares 33 Est. Cost $144.33 Unrealized +39.1%
AMLP Alerian Mlp Alps Etf 0.0%
Value ($000) $8 Shares 200 Est. Cost $20.00 Unrealized
FIS Fidelity National Information Services INC Informatn Svcs 0.0%
Value ($000) $7 Shares 74 Est. Cost $112.78 Unrealized -15.9%
TWI Titan International INC 0.0%
Value ($000) $7 Shares 500 Est. Cost $7.84 Unrealized +49.0%
QUAL Ishares Msci Usa Quality Factor Etf Qlty Fact 0.0%
Value ($000) $7 Shares 50 Est. Cost $143.94 Unrealized
Imv INC 0.0%
Value ($000) $7 Shares 4,687 Est. Cost $2.99 Unrealized
Synovus Financial 0.0%
Value ($000) $7 Shares 142 Est. Cost $49.30 Unrealized
XLRE Real Estate Select Sector Spdr Fund Sctr Etf 0.0%
Value ($000) $6 Shares 122 Est. Cost $40.98 Unrealized
AIG American International Group INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $45.11 Unrealized +22.0%
Argo Group International 0.0%
Value ($000) $6 Shares 152 Est. Cost $59.21 Unrealized
LYV Live Nation Entertainment INC 0.0%
Value ($000) $6 Shares 49 Est. Cost $43.83 Unrealized +160.4%
VGK Vanguard European Stock Index Fund Ftse Europe Etf 0.0%
Value ($000) $6 Shares 100 Est. Cost $70.00 Unrealized
XLB Materials Select Sector SPDR ETF 0.0%
Value ($000) $6 Shares 67 Est. Cost $59.70 Unrealized
XRX Xerox Holdings 0.0%
Value ($000) $5 Shares 250 Est. Cost $20.32 Unrealized +3.5%
SNA Snap-on INC 0.0%
Value ($000) $5 Shares 26 Est. Cost $138.76 Unrealized +37.3%
WM Waste Management INC 0.0%
Value ($000) $5 Shares 32 Est. Cost $101.80 Unrealized +40.0%
HOG Harley-davidson INC 0.0%
Value ($000) $5 Shares 136 Est. Cost $37.23 Unrealized +3.6%
GILD Gilead Sciences INC 0.0%
Value ($000) $4 Shares 66 Est. Cost $51.27 Unrealized +7.6%
GNW Genworth Financial INC A 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $4.16 Unrealized -3.4%
BNS Bank Of Nova Scotia 0.0%
Value ($000) $4 Shares 62 Est. Cost $51.23 Unrealized +14.5%
MTW Manitowoc Company INC 0.0%
Value ($000) $4 Shares 250 Est. Cost $20.26 Unrealized -15.0%
SYY Sysco Corp 0.0%
Value ($000) $4 Shares 49 Est. Cost $68.78 Unrealized +5.6%
TGT Target Corp 0.0%
Value ($000) $4 Shares 19 Est. Cost $214.19 Unrealized -10.7%
Interpublic Group of COS INC 0.0%
Value ($000) $4 Shares 108 Est. Cost $31.06 Unrealized -0.1%
Spirit Aerosystems Holdings INC Hldgs A 0.0%
Value ($000) $3 Shares 67 Est. Cost $19.61 Unrealized
Unilever Plc Rep 1 0.0%
Value ($000) $3 Shares 66 Est. Cost $60.61 Unrealized
KO Coca-cola CO 0.0%
Value ($000) $3 Shares 51 Est. Cost $44.51 Unrealized +21.5%
GRMN Garmin Ltd 0.0%
Value ($000) $3 Shares 25 Est. Cost $131.47 Unrealized -16.2%
NVS Novartis Ag 0.0%
Value ($000) $3 Shares 34 Est. Cost $93.53 Unrealized
LMT Lockheed Martin Corp 0.0%
Value ($000) $3 Shares 6 Est. Cost $324.81 Unrealized +12.4%
Uniti Group INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $15.00 Unrealized
LEE Lee Enterprises INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $25.38 Unrealized +31.9%
TRP Tc Energy Corp 0.0%
Value ($000) $2 Shares 39 Est. Cost $37.40 Unrealized +15.0%
BKNG Booking Holdings INC 0.0%
Value ($000) $2 Shares 1 Est. Cost $2332.00 Unrealized -1.4%
ADI Analog Devices INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $100.85 Unrealized +50.0%
Activision Blizzard INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $50.00 Unrealized
PNR Pentair PLC 0.0%
Value ($000) $1 Shares 24 Est. Cost $38.80 Unrealized +48.1%
CC Chemours CO 0.0%
Value ($000) $1 Shares 28 Est. Cost $13.00 Unrealized +108.8%
RBCN Rubicon Technology INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $9.76 Unrealized -8.2%
VTRS Viatris INC 0.0%
Value ($000) $1 Shares 94 Est. Cost $11.12 Unrealized -0.6%
Lions Gate Entertainment Corp 0.0%
Value ($000) $1 Shares 40 Est. Cost Unrealized
UAA Under Armour INC 0.0%
Value ($000) $1 Shares 47 Est. Cost $19.42 Unrealized -7.7%
Highlands REIT 0.0%
Value ($000) $0 Shares 1,046 Est. Cost Unrealized
DJP Barclays Bank PLC IPATH Bloomberg Commodity Index Total Return ETN 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
Check Cap Ltd 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $1.00 Unrealized