WEST BANCORPORATION INC Diversified Active

CIK: 0001166928 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 15, 2022

Total Value ($000): $142,017 (100.0% shares, 0.0% debt)

Holdings (288)

American Equity Investment Life Holding CO 11.6%
Value ($000) $16,440 Shares 449,547 Est. Cost $35.58 Unrealized
WTBA West Bancorporation INC 6.9%
Value ($000) $9,784 Shares 401,966 Est. Cost $29.00 Unrealized -14.1%
IWD Russell 1000 Value Ishare ETF 5.9%
Value ($000) $8,351 Shares 57,604 Est. Cost $138.05 Unrealized
IWR ISHARES Russell Midcap ETF 5.4%
Value ($000) $7,607 Shares 117,645 Est. Cost $59.89 Unrealized
IWF ISHARES Russell 1000 Growth ETF 4.6%
Value ($000) $6,589 Shares 30,129 Est. Cost $175.93 Unrealized
SPY Spdr S&p 500 Etf Trust 3.3%
Value ($000) $4,670 Shares 12,380 Est. Cost $451.62 Unrealized
IVV ISHARES Core S&P 500 ETF 3.1%
Value ($000) $4,444 Shares 11,721 Est. Cost $323.22 Unrealized
MSFT Microsoft Corp 2.8%
Value ($000) $3,943 Shares 15,353 Est. Cost $237.25 Unrealized +11.0%
IWM ISHARES Russell 2000 Index Fd ETF 2.6%
Value ($000) $3,677 Shares 21,710 Est. Cost $164.11 Unrealized
VYM Vanguard High Dividend Yield ETF 2.5%
Value ($000) $3,618 Shares 35,573 Est. Cost $96.16 Unrealized
VTIP Vanguard Sht-term Inflation-protected Sec Idx Shrt Inf Prot Index Etf 2.5%
Value ($000) $3,535 Shares 70,524 Est. Cost $51.21 Unrealized
VEA Vanguard FTSE Developed Markets ETF 2.1%
Value ($000) $3,038 Shares 74,451 Est. Cost $43.97 Unrealized
AAPL Apple INC 1.8%
Value ($000) $2,570 Shares 18,801 Est. Cost $130.98 Unrealized +13.5%
VB Vanguard Small Cap ETF 1.7%
Value ($000) $2,402 Shares 13,642 Est. Cost $218.59 Unrealized
DON Wisdomtree US Mid Cap Dividend ETF 1.5%
Value ($000) $2,134 Shares 54,757 Est. Cost $39.83 Unrealized
VTV Vanguard Index Funds Vanguard Value ETF 1.5%
Value ($000) $2,124 Shares 16,103 Est. Cost $132.00 Unrealized
DES Wisdomtree US Smallcap Dividend Fund Etf 1.2%
Value ($000) $1,741 Shares 61,691 Est. Cost $29.06 Unrealized
PFE Pfizer INC 1.2%
Value ($000) $1,672 Shares 31,884 Est. Cost $34.39 Unrealized +22.1%
VOO Vanguard Index Funds S&p 500 ETF 1.1%
Value ($000) $1,553 Shares 4,476 Est. Cost $343.45 Unrealized
CASY Caseys General Stores INC 1.0%
Value ($000) $1,480 Shares 8,000 Est. Cost $159.01 Unrealized +23.8%
HON Honeywell International INC 0.9%
Value ($000) $1,302 Shares 7,489 Est. Cost $159.82 Unrealized +4.1%
SO Southern CO 0.8%
Value ($000) $1,160 Shares 16,269 Est. Cost $50.83 Unrealized +26.5%
MRK Merck & CO INC 0.8%
Value ($000) $1,147 Shares 12,583 Est. Cost $72.23 Unrealized +9.7%
HD Home Depot INC 0.8%
Value ($000) $1,146 Shares 4,179 Est. Cost $224.83 Unrealized +19.7%
ABBV Abbvie INC 0.8%
Value ($000) $1,143 Shares 7,466 Est. Cost $123.89 Unrealized +8.3%
IWN ISHARES Russell 2000 Value 0.8%
Value ($000) $1,110 Shares 8,153 Est. Cost $138.35 Unrealized
ABT Abbott Laboratories 0.8%
Value ($000) $1,098 Shares 10,102 Est. Cost $107.72 Unrealized -1.5%
IWS ISHARES Russell Mid-Cap Value ETF 0.8%
Value ($000) $1,088 Shares 10,716 Est. Cost $101.47 Unrealized
PEP Pepsico INC 0.7%
Value ($000) $1,024 Shares 6,143 Est. Cost $144.76 Unrealized +3.5%
SDY Spdr S&p Dividend Etf 0.7%
Value ($000) $1,005 Shares 8,466 Est. Cost $109.33 Unrealized
COST Costco Wholesale Corp 0.7%
Value ($000) $987 Shares 2,060 Est. Cost $420.88 Unrealized +15.2%
VO Vanguard Mid Cap ETF 0.7%
Value ($000) $981 Shares 4,979 Est. Cost $231.93 Unrealized
VZ Verizon Communications INC 0.6%
Value ($000) $918 Shares 18,085 Est. Cost $42.00 Unrealized -4.5%
IEFA Ishares Core Msci Eafe Etf 0.6%
Value ($000) $879 Shares 14,932 Est. Cost $59.44 Unrealized
PFG Principal Financial Group INC 0.6%
Value ($000) $830 Shares 12,427 Est. Cost $61.66 Unrealized +0.1%
VIG Vanguard Dividend Appreciation ETF 0.6%
Value ($000) $783 Shares 5,459 Est. Cost $132.77 Unrealized
PM Philip Morris International INC 0.5%
Value ($000) $763 Shares 7,728 Est. Cost $60.01 Unrealized +42.3%
GOOG Alphabet INC 0.5%
Value ($000) $744 Shares 340 Est. Cost $75.17 Unrealized +56.0%
IDV ISHARES Intl Select Dividend ETF 0.5%
Value ($000) $743 Shares 27,344 Est. Cost $32.34 Unrealized
EFA ISHARES MSCI EAFE Index Fd ETF 0.5%
Value ($000) $741 Shares 11,864 Est. Cost $69.31 Unrealized
MCD Mcdonald's Corp 0.5%
Value ($000) $741 Shares 3,000 Est. Cost $227.78 Unrealized -0.6%
CSCO Cisco Systems INC 0.5%
Value ($000) $692 Shares 16,232 Est. Cost $49.72 Unrealized -13.9%
VWO Vanguard FTSE Emerging Markets ETF 0.5%
Value ($000) $690 Shares 16,572 Est. Cost $44.22 Unrealized
JPM JPMORGAN Chase & CO 0.5%
Value ($000) $688 Shares 6,113 Est. Cost $117.72 Unrealized -4.0%
IBM International Business Machines Corp 0.4%
Value ($000) $569 Shares 4,033 Est. Cost $102.85 Unrealized +14.2%
ADM Archer Daniels Midland CO 0.4%
Value ($000) $532 Shares 6,859 Est. Cost $35.73 Unrealized +119.6%
VTI Vanguard Total Stock Market VIPERs ETF 0.4%
Value ($000) $516 Shares 2,737 Est. Cost $222.33 Unrealized
WFC Wells Fargo & CO 0.4%
Value ($000) $513 Shares 13,091 Est. Cost $47.39 Unrealized -15.7%
EOG Eog Resources INC 0.4%
Value ($000) $498 Shares 4,513 Est. Cost $93.15 Unrealized +13.5%
T AT&T INC 0.3%
Value ($000) $495 Shares 23,597 Est. Cost $17.63 Unrealized -7.5%
DBC Invesco Db Commodity Index Tracking Fund Invsc Trackng Etf 0.3%
Value ($000) $487 Shares 18,290 Est. Cost $26.63 Unrealized
BRK/B Berkshire Hathaway INC 0.3%
Value ($000) $486 Shares 1,780 Est. Cost $237.13 Unrealized +32.3%
MO Altria Group INC 0.3%
Value ($000) $462 Shares 11,050 Est. Cost $32.37 Unrealized +18.8%
BX Blackstone INC 0.3%
Value ($000) $461 Shares 5,048 Est. Cost $107.28 Unrealized -10.4%
VOOV Vanguard S&p 500 Value Index Fund Etf 0.3%
Value ($000) $458 Shares 3,450 Est. Cost $150.72 Unrealized
PAYX Paychex INC 0.3%
Value ($000) $428 Shares 3,760 Est. Cost $110.11 Unrealized +2.5%
UNH Unitedhealth Group INC Grp 0.3%
Value ($000) $414 Shares 807 Est. Cost $451.49 Unrealized +4.3%
PG Procter & Gamble CO 0.3%
Value ($000) $408 Shares 2,835 Est. Cost $120.02 Unrealized +14.4%
LUMN Lumen Technologies INC 0.3%
Value ($000) $397 Shares 36,400 Est. Cost $11.76 Unrealized -8.0%
INTC Intel Corp 0.3%
Value ($000) $378 Shares 10,106 Est. Cost $46.83 Unrealized -13.3%
MMM 3M CO 0.3%
Value ($000) $371 Shares 2,865 Est. Cost $112.00 Unrealized -6.1%
BAC Bank Of America Corp 0.3%
Value ($000) $365 Shares 11,727 Est. Cost $38.06 Unrealized -14.0%
HPQ Hp INC 0.3%
Value ($000) $358 Shares 10,932 Est. Cost $32.05 Unrealized +0.1%
CB Chubb Ltd 0.2%
Value ($000) $353 Shares 1,794 Est. Cost $182.23 Unrealized +7.7%
UPS United Parcel Service INC 0.2%
Value ($000) $352 Shares 1,930 Est. Cost $170.26 Unrealized -9.9%
Blackrock INC 0.2%
Value ($000) $348 Shares 571 Est. Cost $589.18 Unrealized
AMZN Amazon.com INC 0.2%
Value ($000) $348 Shares 3,278 Est. Cost $122.96 Unrealized +1.8%
NVDA Nvidia Corp 0.2%
Value ($000) $326 Shares 2,153 Est. Cost $22.36 Unrealized -15.7%
TSCO Tractor Supply Co 0.2%
Value ($000) $325 Shares 1,677 Est. Cost $40.95 Unrealized -6.9%
WMT Walmart INC 0.2%
Value ($000) $324 Shares 2,668 Est. Cost $41.61 Unrealized +5.8%
ITOT ISHARES S&P 1500 Index Fund 0.2%
Value ($000) $320 Shares 3,825 Est. Cost $98.05 Unrealized
RSP Invesco S&p 500 Eql Wght Etf Invsc S P Equal Weight 0.2%
Value ($000) $317 Shares 2,363 Est. Cost $162.28 Unrealized
CVX Chevron Corp 0.2%
Value ($000) $304 Shares 2,103 Est. Cost $117.96 Unrealized +21.0%
DHR Danaher Corp 0.2%
Value ($000) $301 Shares 1,186 Est. Cost $127.73 Unrealized +77.1%
DEO Diageo P L C Spon 0.2%
Value ($000) $298 Shares 1,710 Est. Cost $184.48 Unrealized
ROST Ross Stores INC 0.2%
Value ($000) $281 Shares 4,000 Est. Cost $91.07 Unrealized -6.2%
TMO Thermo Fisher Scientific INC 0.2%
Value ($000) $275 Shares 506 Est. Cost $309.17 Unrealized +76.2%
DD Dupont De Nemours INC 0.2%
Value ($000) $274 Shares 4,937 Est. Cost $28.20 Unrealized -10.2%
LNT Alliant Energy Corp 0.2%
Value ($000) $274 Shares 4,676 Est. Cost $45.52 Unrealized +17.5%
CTVA Corteva INC 0.2%
Value ($000) $269 Shares 4,969 Est. Cost $43.48 Unrealized +28.3%
CAT Caterpillar INC 0.2%
Value ($000) $263 Shares 1,470 Est. Cost $189.45 Unrealized +4.1%
KO Coca-cola CO 0.2%
Value ($000) $259 Shares 4,110 Est. Cost $56.61 Unrealized +0.3%
MET MetLife 0.2%
Value ($000) $257 Shares 4,087 Est. Cost $59.93 Unrealized -1.1%
DOW Dow INC 0.2%
Value ($000) $256 Shares 4,965 Est. Cost $45.66 Unrealized +13.4%
MA Mastercard INC 0.2%
Value ($000) $253 Shares 801 Est. Cost $286.05 Unrealized +17.9%
Pioneer Natural Resources CO Resource 0.2%
Value ($000) $250 Shares 1,121 Est. Cost $181.93 Unrealized
BUD Anheuser Busch Inbev SA/NV 0.2%
Value ($000) $249 Shares 4,623 Est. Cost $59.97 Unrealized
SPGI S&p Global INC 0.2%
Value ($000) $247 Shares 733 Est. Cost $441.83 Unrealized -21.8%
UNP Union Pacific Corp 0.2%
Value ($000) $238 Shares 1,114 Est. Cost $173.68 Unrealized +20.2%
STZ Constellation Brands INC 0.2%
Value ($000) $231 Shares 993 Est. Cost $161.12 Unrealized +41.8%
PEG Public Service Enterprise Group INC 0.2%
Value ($000) $225 Shares 3,557 Est. Cost $57.97 Unrealized +3.6%
QCOM Qualcomm INC 0.2%
Value ($000) $225 Shares 1,760 Est. Cost $144.97 Unrealized -13.8%
GLD SPDR Gold Trust 0.2%
Value ($000) $214 Shares 1,272 Est. Cost $165.04 Unrealized
COR Amerisourcebergen Corp 0.1%
Value ($000) $213 Shares 1,504 Est. Cost $136.20 Unrealized +8.4%
GNRC Generac Holdings INC 0.1%
Value ($000) $213 Shares 1,011 Est. Cost $164.57 Unrealized +49.4%
AMT American Tower Corp Reit 0.1%
Value ($000) $211 Shares 827 Est. Cost $222.20 Unrealized 0.0%
APH Amphenol Corp A 0.1%
Value ($000) $209 Shares 3,240 Est. Cost $37.32 Unrealized -10.0%
MDLZ Mondelez International INC 0.1%
Value ($000) $208 Shares 3,355 Est. Cost $45.84 Unrealized +24.9%
PNW Pinnacle West Capital 0.1%
Value ($000) $207 Shares 2,830 Est. Cost $63.84 Unrealized 0.0%
JNJ Johnson & Johnson 0.1%
Value ($000) $205 Shares 1,157 Est. Cost $127.61 Unrealized +25.3%
HCA Hca Healthcare INC 0.1%
Value ($000) $205 Shares 1,218 Est. Cost $224.01 Unrealized -7.1%
IJR ISHARES Core S & P Small Cap ETF 0.1%
Value ($000) $198 Shares 2,141 Est. Cost $82.91 Unrealized
AEP American Electric Power Company INC 0.1%
Value ($000) $192 Shares 2,000 Est. Cost $74.24 Unrealized +16.7%
NOW Servicenow INC 0.1%
Value ($000) $187 Shares 394 Est. Cost $131.29 Unrealized -27.4%
IWP ISHARES Russell Midcap Growth ETF 0.1%
Value ($000) $181 Shares 2,281 Est. Cost $129.86 Unrealized
First Trust Enhanced Equity Income Fund 0.1%
Value ($000) $176 Shares 10,746 Est. Cost $15.94 Unrealized
EPD Enterprise Products Partners LP 0.1%
Value ($000) $176 Shares 7,240 Est. Cost $28.18 Unrealized
VGT Vanguard Information Technology Etf 0.1%
Value ($000) $175 Shares 536 Est. Cost $244.40 Unrealized
V Visa INC 0.1%
Value ($000) $175 Shares 889 Est. Cost $190.06 Unrealized +5.8%
DVY ISHARES Dow Jones Select Dividend 0.1%
Value ($000) $173 Shares 1,470 Est. Cost $105.54 Unrealized
CRM Salesforce.com INC 0.1%
Value ($000) $170 Shares 1,030 Est. Cost $160.68 Unrealized +8.6%
IJK ISHARES S&P Mid-Cap 400 Growth Index 0.1%
Value ($000) $169 Shares 2,652 Est. Cost $131.66 Unrealized
VBR Vanguard Small Cap Value Etf 0.1%
Value ($000) $167 Shares 1,116 Est. Cost $147.73 Unrealized
GLW Corning 0.1%
Value ($000) $163 Shares 5,188 Est. Cost $34.93 Unrealized -11.1%
USB U.S. Bancorp US 0.1%
Value ($000) $159 Shares 3,454 Est. Cost $45.41 Unrealized -7.7%
VCR Vanguard Consumer Discretionary Etf 0.1%
Value ($000) $155 Shares 680 Est. Cost $189.71 Unrealized
VDE Vanguard Energy Index Fund Etf 0.1%
Value ($000) $147 Shares 1,477 Est. Cost $95.54 Unrealized
VHT Vanguard Health Care Etf 0.1%
Value ($000) $147 Shares 625 Est. Cost $188.00 Unrealized
FAST Fastenal Co 0.1%
Value ($000) $147 Shares 2,950 Est. Cost $25.41 Unrealized -3.0%
VNQ Vanguard Real Estate ETF 0.1%
Value ($000) $140 Shares 1,533 Est. Cost $104.26 Unrealized
CMG Chipotle Mexican Grill INC 0.1%
Value ($000) $140 Shares 107 Est. Cost $30.11 Unrealized -7.5%
CVS CVS Health Corp 0.1%
Value ($000) $139 Shares 1,505 Est. Cost $86.37 Unrealized -0.5%
XLK Technology Select Sector SPDR 0.1%
Value ($000) $138 Shares 1,087 Est. Cost $111.51 Unrealized
IJJ ISHARES S&P Mid-Cap 400 Value Index 0.1%
Value ($000) $136 Shares 1,441 Est. Cost $141.68 Unrealized
RS Reliance Stl & Alum Co 0.1%
Value ($000) $135 Shares 796 Est. Cost $172.99 Unrealized +8.0%
DUK Duke Energy Corp 0.1%
Value ($000) $134 Shares 1,250 Est. Cost $77.09 Unrealized +23.7%
MAC Macerich CO Reit 0.1%
Value ($000) $130 Shares 14,968 Est. Cost $17.18 Unrealized
LUV Southwest Airlines Co 0.1%
Value ($000) $130 Shares 3,600 Est. Cost $40.00 Unrealized 0.0%
PSTG Pure Storage INC A 0.1%
Value ($000) $129 Shares 5,000 Est. Cost $29.10 Unrealized -4.9%
MOS Mosaic Co 0.1%
Value ($000) $129 Shares 2,726 Est. Cost $55.77 Unrealized 0.0%
KMB Kimberly-clark Kimberly Clark 0.1%
Value ($000) $125 Shares 928 Est. Cost $114.02 Unrealized +0.7%
CBRE Cbre Group INC A 0.1%
Value ($000) $125 Shares 1,695 Est. Cost $97.43 Unrealized -17.4%
VXUS Vanguard Total International Stock Index Fund Stk Etf 0.1%
Value ($000) $122 Shares 2,357 Est. Cost $63.63 Unrealized
LLY Eli Lilly And CO 0.1%
Value ($000) $120 Shares 371 Est. Cost $114.16 Unrealized +154.8%
LOW Lowe's Companies INC 0.1%
Value ($000) $119 Shares 683 Est. Cost $210.44 Unrealized -14.7%
VFH Vanguard Financials Etf 0.1%
Value ($000) $118 Shares 1,530 Est. Cost $76.47 Unrealized
ISRG Intuitive Surgical INC 0.1%
Value ($000) $118 Shares 587 Est. Cost $291.78 Unrealized -19.6%
GIS General Mills INC 0.1%
Value ($000) $113 Shares 1,500 Est. Cost $42.80 Unrealized +44.5%
ACN Accenture Ltd Cl A 0.1%
Value ($000) $110 Shares 395 Est. Cost $318.52 Unrealized -10.7%
OKE Oneok INC 0.1%
Value ($000) $109 Shares 1,970 Est. Cost $47.69 Unrealized +12.0%
Brookfield Asset Management INC A 0.1%
Value ($000) $101 Shares 2,280 Est. Cost $56.58 Unrealized
BWA Borgwarner INC 0.1%
Value ($000) $93 Shares 2,775 Est. Cost $35.30 Unrealized -11.5%
ENB Enbridge Inc 0.1%
Value ($000) $91 Shares 2,160 Est. Cost $33.29 Unrealized +5.9%
VIOV Vanguard S&p Small Cap 600 Value Etf 0.1%
Value ($000) $84 Shares 546 Est. Cost $153.85 Unrealized
VXF Vanguard Extended Markets Index Fund Market Etf 0.1%
Value ($000) $84 Shares 641 Est. Cost $182.73 Unrealized
IVOV Vanguard S&p Mid-cap 400 Value Index Fund Mid Cap Etf 0.1%
Value ($000) $83 Shares 573 Est. Cost $144.85 Unrealized
HDV ISHARES Core High Dividend ETF 0.1%
Value ($000) $80 Shares 799 Est. Cost $97.62 Unrealized
OMC Omnicom Group INC 0.1%
Value ($000) $80 Shares 1,250 Est. Cost $70.18 Unrealized -7.1%
SBUX Starbucks Corp 0.1%
Value ($000) $76 Shares 1,000 Est. Cost $102.21 Unrealized -31.1%
MAR Marriott International INC A 0.1%
Value ($000) $73 Shares 538 Est. Cost $151.70 Unrealized +5.1%
XLV Health Care Select Sector SPDR 0.1%
Value ($000) $72 Shares 559 Est. Cost $113.51 Unrealized
IJH ISHARES Core S&P Mid-Cap ETF 0.0%
Value ($000) $70 Shares 309 Est. Cost $261.41 Unrealized
AGG ISHARES Barclays Aggregate Bond Fund ETN 0.0%
Value ($000) $69 Shares 678 Est. Cost $113.85 Unrealized
VUG Vanguard Index Funds Vanguard Growth ETF 0.0%
Value ($000) $65 Shares 292 Est. Cost $209.95 Unrealized
HIG Hartford Financial Services Group INC Grup 0.0%
Value ($000) $65 Shares 1,000 Est. Cost $64.85 Unrealized +0.5%
WMB Williams Companies INC 0.0%
Value ($000) $62 Shares 2,000 Est. Cost $22.75 Unrealized +28.4%
DHS Wisdomtree US High Dividend Fund Etf 0.0%
Value ($000) $62 Shares 750 Est. Cost $77.33 Unrealized
CMCSA Comcast Corp 0.0%
Value ($000) $61 Shares 1,556 Est. Cost $37.86 Unrealized +1.3%
CHKP Check Point Software Tech 0.0%
Value ($000) $58 Shares 475 Est. Cost $130.56 Unrealized -1.7%
WHR Whirlpool Corp 0.0%
Value ($000) $58 Shares 373 Est. Cost $151.00 Unrealized +15.2%
IEMG Ishares Core Msci Emerging Markets Etf 0.0%
Value ($000) $56 Shares 1,146 Est. Cost $53.61 Unrealized
PYPL Paypal Holdings INC 0.0%
Value ($000) $54 Shares 780 Est. Cost $105.70 Unrealized -18.1%
WY Weyerhaeuser CO Reit 0.0%
Value ($000) $53 Shares 1,600 Est. Cost $23.11 Unrealized +45.3%
DIS Walt Disney CO 0.0%
Value ($000) $52 Shares 555 Est. Cost $155.42 Unrealized -30.2%
META Meta Platforms INC A 0.0%
Value ($000) $52 Shares 325 Est. Cost $195.63 Unrealized -2.1%
MAA Mid America Apartment Communities Inc. 0.0%
Value ($000) $50 Shares 288 Est. Cost $178.27 Unrealized -9.1%
VOE Vanguard Mid-cap Value Index Fund Mid Cap Etf 0.0%
Value ($000) $50 Shares 383 Est. Cost $117.45 Unrealized
RTX Raytheon Technologies Corp 0.0%
Value ($000) $49 Shares 505 Est. Cost $71.85 Unrealized +23.2%
MDT Medtronic Plc 0.0%
Value ($000) $48 Shares 535 Est. Cost $92.78 Unrealized -2.6%
HRL Hormel Foods 0.0%
Value ($000) $47 Shares 1,000 Est. Cost $38.61 Unrealized +15.0%
Hmn Financial INC 0.0%
Value ($000) $46 Shares 2,000 Est. Cost $24.50 Unrealized
GSLC Goldman Sachs Activebeta US Large Cap Equity Etf Actvbeta Lrg 0.0%
Value ($000) $45 Shares 600 Est. Cost $78.35 Unrealized
COP Conocophillips 0.0%
Value ($000) $45 Shares 500 Est. Cost $89.94 Unrealized 0.0%
XLY Consumer Discretionary Select Sector SPDT Fd 0.0%
Value ($000) $45 Shares 327 Est. Cost $126.71 Unrealized
XLI Industrial Select Sector SPDR 0.0%
Value ($000) $44 Shares 508 Est. Cost $92.78 Unrealized
KHC Kraft Heinz CO 0.0%
Value ($000) $43 Shares 1,117 Est. Cost $22.63 Unrealized +48.3%
O Realty Income Reit 0.0%
Value ($000) $42 Shares 610 Est. Cost $55.33 Unrealized +2.1%
FDX Fedex 0.0%
Value ($000) $42 Shares 185 Est. Cost $219.91 Unrealized -10.5%
Spdr Dj Wilshire Small Cap Etf S&p 600 0.0%
Value ($000) $40 Shares 500 Est. Cost $72.00 Unrealized
FE Firstenergy 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $32.61 Unrealized +12.8%
XLF Financial Select Sector SPDR 0.0%
Value ($000) $36 Shares 1,157 Est. Cost $30.57 Unrealized
XLP Consumer Staples Sector SPDR 0.0%
Value ($000) $34 Shares 468 Est. Cost $65.58 Unrealized
QQQ Invesco Qqq Trust Series 1 Invsc Srs Etf 0.0%
Value ($000) $34 Shares 120 Est. Cost $397.86 Unrealized
Eaton Vance Enhanced Equity Income Fund 0.0%
Value ($000) $32 Shares 2,143 Est. Cost $16.75 Unrealized
STM Stmicroelectronics Nv 0.0%
Value ($000) $31 Shares 1,000 Est. Cost $49.00 Unrealized
D Dominion Energy INC 0.0%
Value ($000) $31 Shares 385 Est. Cost $62.20 Unrealized +11.5%
MSI Motorola Solutions INC 0.0%
Value ($000) $30 Shares 142 Est. Cost $239.53 Unrealized -12.8%
IUSB Ishares Core Total Usd Bond Market Etf 0.0%
Value ($000) $30 Shares 640 Est. Cost $46.88 Unrealized
IWO ISHARES Russell 2000 Growth Index Fund 0.0%
Value ($000) $29 Shares 139 Est. Cost $215.49 Unrealized
CTSH Cognizant Technology Solutions Corp 0.0%
Value ($000) $29 Shares 437 Est. Cost $55.57 Unrealized +29.7%
VTR Ventas INC Reit 0.0%
Value ($000) $28 Shares 540 Est. Cost $47.59 Unrealized +3.2%
AMGN Amgen INC 0.0%
Value ($000) $28 Shares 117 Est. Cost $182.69 Unrealized +19.6%
Hancock John Prem Div Fund 0.0%
Value ($000) $28 Shares 2,000 Est. Cost $16.50 Unrealized
ARKK Ark Innovation Etf 0.0%
Value ($000) $25 Shares 625 Est. Cost $86.32 Unrealized
BP BP PLC 0.0%
Value ($000) $25 Shares 897 Est. Cost $34.70 Unrealized
VEU Vanguard Intl Equity Index Funds Vanguard Ftse All World Ex Usetf 0.0%
Value ($000) $25 Shares 505 Est. Cost $53.74 Unrealized
Liberty All-star Equity Fund All Star (Closed-End Fd) 0.0%
Value ($000) $25 Shares 3,950 Est. Cost $6.80 Unrealized
Eaton Vance Enhanced Equity Income Fund Ii 0.0%
Value ($000) $24 Shares 1,500 Est. Cost $18.00 Unrealized
SRVR Pacer Benchmark Data & Infrastructure Re Sctr Bnchmrk Dt And Infr Rl Est Etf 0.0%
Value ($000) $24 Shares 702 Est. Cost $42.84 Unrealized
ILMN Illumina INC 0.0%
Value ($000) $24 Shares 132 Est. Cost $303.09 Unrealized -15.7%
PDBC Invesco Optimum Yld Dvsfd Cmd Str No K-1 Etf Invsc Actvly Mng Optm Yd Dvrs 0.0%
Value ($000) $23 Shares 1,275 Est. Cost $14.04 Unrealized
REZI Resideo Technologies INC 0.0%
Value ($000) $23 Shares 1,163 Est. Cost $19.23 Unrealized +17.3%
F Ford Motor CO 0.0%
Value ($000) $22 Shares 2,000 Est. Cost $14.00 Unrealized -24.7%
ATLO Ames National 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $19.85 Unrealized -1.6%
AVGO Broadcom INC 0.0%
Value ($000) $21 Shares 43 Est. Cost $30.86 Unrealized +69.8%
SAN Banco Santander Sa Rep 1 0.0%
Value ($000) $21 Shares 7,647 Est. Cost $3.27 Unrealized
Elements Rogers Intl Commodity ETN 0.0%
Value ($000) $21 Shares 2,500 Est. Cost $8.40 Unrealized
Lam Research Corp 0.0%
Value ($000) $21 Shares 50 Est. Cost $369.04 Unrealized
TJX Tjx Companies INC 0.0%
Value ($000) $21 Shares 375 Est. Cost $53.53 Unrealized +7.3%
RF Regions Financial 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $19.19 Unrealized -8.4%
BANX Stonecastle Financial Corp 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $12.26 Unrealized +6.4%
TIP ISHARES Barclays Tips Bond Fund ETF 0.0%
Value ($000) $19 Shares 171 Est. Cost $116.96 Unrealized
DFE Wisdomtree Europe Smallcap Dividend Fund Smlcp Etf 0.0%
Value ($000) $18 Shares 320 Est. Cost $64.44 Unrealized
SYK Stryker Corp 0.0%
Value ($000) $18 Shares 90 Est. Cost $173.69 Unrealized +30.1%
XOM Exxon Mobil Corp 0.0%
Value ($000) $18 Shares 216 Est. Cost $52.07 Unrealized +52.8%
EMN Eastman Chemical CO 0.0%
Value ($000) $18 Shares 200 Est. Cost $61.58 Unrealized +45.9%
FLXS Flexsteel Industries INC 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $25.85 Unrealized -29.2%
Brookfield Infrastructure A 0.0%
Value ($000) $18 Shares 427 Est. Cost $58.52 Unrealized
ARI Apollo Commercial Real Estate Finance INC Comm Est Fin Reit 0.0%
Value ($000) $18 Shares 1,711 Est. Cost $13.44 Unrealized
IWB Ishares Russell 1000 Index Fund Etf 0.0%
Value ($000) $17 Shares 81 Est. Cost $176.00 Unrealized
VOD Vodafone Group PLC 0.0%
Value ($000) $16 Shares 1,046 Est. Cost $15.63 Unrealized
UBS Ubs Group Ag 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $11.26 Unrealized +55.7%
CARR Carrier Global Corp 0.0%
Value ($000) $16 Shares 460 Est. Cost $44.60 Unrealized -16.4%
OTIS Otis Worldwide Corp 0.0%
Value ($000) $16 Shares 230 Est. Cost $75.10 Unrealized -7.5%
PNC PNC Financial Services Group INC 0.0%
Value ($000) $15 Shares 95 Est. Cost $115.89 Unrealized +25.6%
Discover Financial Services 0.0%
Value ($000) $14 Shares 151 Est. Cost $85.27 Unrealized
ETN Eaton Corporation Plc 0.0%
Value ($000) $14 Shares 108 Est. Cost $79.74 Unrealized +66.3%
CE Celanese Corp 0.0%
Value ($000) $14 Shares 115 Est. Cost $75.33 Unrealized +79.2%
TBCH Turtle Beach Corp 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $26.99 Unrealized -36.9%
HBAN Huntington Bancshares INC 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $13.03 Unrealized -14.0%
CTMX Cytomx Therapeutics INC 0.0%
Value ($000) $12 Shares 6,400 Est. Cost $3.84 Unrealized -50.1%
GOOGL Alphabet INC 0.0%
Value ($000) $11 Shares 5 Est. Cost $64.02 Unrealized +82.5%
RSPG Invesco S&p 500 Eql Wght Energy Etf 0.0%
Value ($000) $10 Shares 165 Est. Cost $48.48 Unrealized
FLEX Flextronics Intl 0.0%
Value ($000) $10 Shares 668 Est. Cost $7.21 Unrealized +71.9%
ED Consolidated Edison INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $68.08 Unrealized +23.5%
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $9 Shares 132 Est. Cost $58.59 Unrealized
DVN Devon Energy 0.0%
Value ($000) $9 Shares 171 Est. Cost $33.60 Unrealized +62.5%
CLNE Clean Energy Fuels 0.0%
Value ($000) $9 Shares 2,000 Est. Cost $7.84 Unrealized -26.2%
SLV ISHARES Silver Trust ETF 0.0%
Value ($000) $9 Shares 500 Est. Cost $18.98 Unrealized
ASIX Advansix INC 0.0%
Value ($000) $9 Shares 278 Est. Cost $32.00 Unrealized +28.3%
VPU Vanguard Utilities Etf 0.0%
Value ($000) $9 Shares 57 Est. Cost $140.35 Unrealized
VBK Vanguard Small-cap Growth Index Fund Small Cap Etf 0.0%
Value ($000) $8 Shares 39 Est. Cost $205.13 Unrealized
TWI Titan International INC 0.0%
Value ($000) $8 Shares 500 Est. Cost $7.84 Unrealized +105.8%
HAIN Hain Celestial Group INC 0.0%
Value ($000) $8 Shares 353 Est. Cost $30.71 Unrealized -7.3%
GSIE Goldman Sachs Activebeta International Equity Etf Actvbt Intereqy 0.0%
Value ($000) $8 Shares 283 Est. Cost $28.27 Unrealized
ALV Autoliv INC 0.0%
Value ($000) $7 Shares 102 Est. Cost $87.85 Unrealized -22.6%
Argo Group International 0.0%
Value ($000) $6 Shares 152 Est. Cost $59.21 Unrealized
VGK Vanguard European Stock Index Fund Ftse Europe Etf 0.0%
Value ($000) $5 Shares 100 Est. Cost $70.00 Unrealized
MRSH Marsh & Mclennan Companies INC 0.0%
Value ($000) $5 Shares 35 Est. Cost $95.06 Unrealized +59.6%
XLRE Real Estate Select Sector Spdr Fund Sctr Etf 0.0%
Value ($000) $5 Shares 122 Est. Cost $40.98 Unrealized
XLB Materials Select Sector SPDR ETF 0.0%
Value ($000) $5 Shares 67 Est. Cost $59.70 Unrealized
XLE Energy Select Sector SPDR 0.0%
Value ($000) $5 Shares 67 Est. Cost $74.63 Unrealized
Synovus Financial 0.0%
Value ($000) $5 Shares 142 Est. Cost $49.30 Unrealized
SNA Snap-on INC 0.0%
Value ($000) $5 Shares 26 Est. Cost $138.76 Unrealized +39.5%
LYV Live Nation Entertainment INC 0.0%
Value ($000) $4 Shares 49 Est. Cost $43.83 Unrealized +119.5%
SYY Sysco Corp 0.0%
Value ($000) $4 Shares 49 Est. Cost $68.78 Unrealized +10.1%
XRX Xerox Holdings 0.0%
Value ($000) $4 Shares 250 Est. Cost $20.32 Unrealized -12.8%
BNS Bank Of Nova Scotia 0.0%
Value ($000) $4 Shares 62 Est. Cost $51.23 Unrealized +3.5%
GILD Gilead Sciences INC 0.0%
Value ($000) $4 Shares 66 Est. Cost $51.27 Unrealized +5.5%
HOG Harley-davidson INC 0.0%
Value ($000) $4 Shares 136 Est. Cost $37.23 Unrealized -4.5%
GNW Genworth Financial INC A 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $4.16 Unrealized -8.0%
ARCC Ares Capital 0.0%
Value ($000) $4 Shares 241 Est. Cost $13.96 Unrealized -0.9%
C Citigroup INC 0.0%
Value ($000) $4 Shares 90 Est. Cost $43.41 Unrealized +0.8%
NVS Novartis Ag 0.0%
Value ($000) $3 Shares 34 Est. Cost $93.53 Unrealized
MTW Manitowoc Company INC 0.0%
Value ($000) $3 Shares 250 Est. Cost $20.26 Unrealized -38.1%
LMT Lockheed Martin Corp 0.0%
Value ($000) $3 Shares 6 Est. Cost $324.81 Unrealized +22.5%
TGT Target Corp 0.0%
Value ($000) $3 Shares 19 Est. Cost $214.19 Unrealized -20.5%
Imv INC 0.0%
Value ($000) $3 Shares 4,687 Est. Cost $2.99 Unrealized
Interpublic Group of COS INC 0.0%
Value ($000) $3 Shares 108 Est. Cost $31.06 Unrealized -11.3%
Activision Blizzard INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $50.00 Unrealized
Uniti Group INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $15.00 Unrealized
ADI Analog Devices INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $100.85 Unrealized +46.4%
BKNG Booking Holdings INC 0.0%
Value ($000) $2 Shares 1 Est. Cost $2332.00 Unrealized -10.0%
GRMN Garmin Ltd 0.0%
Value ($000) $2 Shares 25 Est. Cost $131.47 Unrealized -26.2%
TRP Tc Energy Corp 0.0%
Value ($000) $2 Shares 39 Est. Cost $37.40 Unrealized +23.4%
Te Connectivity Ltd 0.0%
Value ($000) $2 Shares 17 Est. Cost $92.92 Unrealized
LEE Lee Enterprises INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $25.38 Unrealized -13.7%
EA Electronic Arts INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $104.23 Unrealized +19.9%
RBCN Rubicon Technology INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $9.76 Unrealized -6.3%
PNR Pentair PLC 0.0%
Value ($000) $1 Shares 24 Est. Cost $38.80 Unrealized +23.0%
VTRS Viatris INC 0.0%
Value ($000) $1 Shares 94 Est. Cost $11.12 Unrealized -16.4%
CC Chemours CO 0.0%
Value ($000) $1 Shares 28 Est. Cost $13.00 Unrealized +147.8%
Unilever Plc Rep 1 0.0%
Value ($000) $1 Shares 23 Est. Cost $60.61 Unrealized
Highlands REIT 0.0%
Value ($000) $0 Shares 1,046 Est. Cost Unrealized
Check Cap Ltd 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $1.00 Unrealized
DJP Barclays Bank PLC IPATH Bloomberg Commodity Index Total Return ETN 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
UAA Under Armour INC 0.0%
Value ($000) $0 Shares 47 Est. Cost $19.42 Unrealized -36.8%
Lions Gate Entertainment Corp 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized