CENTRAL BANK & TRUST CO Diversified Active

CIK: 0001175954 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: Apr 14, 2020

Total Value ($000): $415,455 (100.0% shares, 0.0% debt)

Holdings (252)

AGG ISHARES TR CORE US AGGREGATE BOND ETF 8.7%
Value ($000) $36,284 Shares 314,501 Est. Cost $111.77 Unrealized
VWOB VANGUARD EMERG MKTS GOV BND ETF 5.4%
Value ($000) $22,561 Shares 320,474 Est. Cost $75.93 Unrealized
VNQ VANGUARD INDEX FDS REIT #986 5.3%
Value ($000) $21,898 Shares 313,497 Est. Cost $12670.82 Unrealized
SPY SPDR S&P 500 ETF TRUST 3.6%
Value ($000) $15,126 Shares 58,684 Est. Cost $16558.19 Unrealized
AAPL APPLE INC 2.6%
Value ($000) $10,915 Shares 42,922 Est. Cost $24.71 Unrealized +187.7%
EFA ISHARES MSCI EAFE INDEX FD 2.6%
Value ($000) $10,858 Shares 203,143 Est. Cost $63.89 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 2.4%
Value ($000) $9,845 Shares 30,937 Est. Cost $90.27 Unrealized +278.9%
VWO VANGUARD MSCI EMERGING MARKETS ETF 2.2%
Value ($000) $9,332 Shares 278,243 Est. Cost $1874.44 Unrealized
NVDA NVIDIA CORP COM 2.1%
Value ($000) $8,920 Shares 33,839 Est. Cost $1.03 Unrealized +507.2%
V VISA INC CLASS A 2.1%
Value ($000) $8,600 Shares 53,376 Est. Cost $58.24 Unrealized +210.2%
GOOGL ALPHABET INC CAP STK CL A 1.9%
Value ($000) $7,992 Shares 6,878 Est. Cost $38.23 Unrealized +75.9%
AMZN AMAZON COM INC 1.8%
Value ($000) $7,653 Shares 3,925 Est. Cost $42.14 Unrealized +129.7%
SPGI S&P GLOBAL INC 1.8%
Value ($000) $7,616 Shares 31,078 Est. Cost $145.47 Unrealized +79.5%
IWM I SHARES RUSSELL 2000 1.8%
Value ($000) $7,420 Shares 64,828 Est. Cost $11462.43 Unrealized
HYG ISHARES TR IBOXX USD HIGH YIELD CORP ETF 1.6%
Value ($000) $6,535 Shares 84,806 Est. Cost $82.08 Unrealized
COST COSTCO WHOLESALE CORP 1.6%
Value ($000) $6,454 Shares 22,637 Est. Cost $125.90 Unrealized +120.6%
SYK STRYKER CORP COM 1.5%
Value ($000) $6,205 Shares 37,272 Est. Cost $110.17 Unrealized +66.4%
AMGN AMGEN INC 1.4%
Value ($000) $5,882 Shares 29,016 Est. Cost $127.40 Unrealized +43.0%
INTU INTUIT INC 1.4%
Value ($000) $5,707 Shares 24,813 Est. Cost $210.09 Unrealized +24.2%
UNH UNITEDHEALTH GROUP INC COM 1.4%
Value ($000) $5,661 Shares 22,701 Est. Cost $162.91 Unrealized +53.3%
IYW I SHARES US TECHNOLOGY ETF 1.3%
Value ($000) $5,362 Shares 26,234 Est. Cost $196.75 Unrealized
XLV SECTOR SPDR TR FUND HEALTH CARE 1.3%
Value ($000) $5,290 Shares 59,720 Est. Cost $92.98 Unrealized
DG DOLLAR GEN CORP NEW 1.3%
Value ($000) $5,257 Shares 34,816 Est. Cost $106.54 Unrealized +33.6%
INTC INTEL CORP 1.3%
Value ($000) $5,255 Shares 97,126 Est. Cost $42.23 Unrealized +23.9%
PGR PROGRESSIVE CORP OHIO 1.2%
Value ($000) $5,176 Shares 70,103 Est. Cost $46.92 Unrealized +39.3%
CMCSA COMCAST CORP NEW CL A 1.2%
Value ($000) $5,125 Shares 149,060 Est. Cost $32.41 Unrealized +11.2%
HON HONEYWELL INTL INC COM 1.2%
Value ($000) $4,933 Shares 36,869 Est. Cost $76.23 Unrealized +79.2%
NEE NEXTERA ENERGY INC 1.2%
Value ($000) $4,803 Shares 19,960 Est. Cost $35.16 Unrealized +54.4%
ICE INTERCONTINENTAL EXCHANGE 1.1%
Value ($000) $4,395 Shares 54,426 Est. Cost $52.63 Unrealized +59.6%
ISRG INTUITIVE SURGICAL INC 1.0%
Value ($000) $4,026 Shares 8,131 Est. Cost $176.31 Unrealized +3.9%
MDT MEDTRONIC PLC 1.0%
Value ($000) $3,965 Shares 43,964 Est. Cost $90.03 Unrealized +0.2%
UNP UNION PACIFIC CORP 0.9%
Value ($000) $3,922 Shares 27,811 Est. Cost $124.59 Unrealized +16.4%
HSY HERSHEY COMPANY 0.9%
Value ($000) $3,893 Shares 29,380 Est. Cost $97.68 Unrealized +31.5%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.9%
Value ($000) $3,822 Shares 14,540 Est. Cost $56480.68 Unrealized
MCO MOODYS CORP COM 0.9%
Value ($000) $3,674 Shares 17,370 Est. Cost $217.63 Unrealized +6.3%
MSFT MICROSOFT CORP 0.9%
Value ($000) $3,631 Shares 23,021 Est. Cost $82.80 Unrealized +88.8%
EFAV ISHARES EDGE MSCI MIN VOL 0.8%
Value ($000) $3,517 Shares 56,696 Est. Cost $63.87 Unrealized
TGT TARGET CORP 0.8%
Value ($000) $3,404 Shares 36,617 Est. Cost $83.38 Unrealized +13.9%
SCZ ISHARES TR EAFE SML CP ETF 0.8%
Value ($000) $3,207 Shares 71,549 Est. Cost $54.52 Unrealized
XLF SELECT SECTOR FINANCIAL 0.8%
Value ($000) $3,183 Shares 152,979 Est. Cost $26.48 Unrealized
XEL XCEL ENERGY INC 0.8%
Value ($000) $3,176 Shares 52,684 Est. Cost $38.06 Unrealized +42.6%
DISCOVERY COMMUNICATIONSL INC CL A 0.8%
Value ($000) $3,140 Shares 161,622 Est. Cost $26.00 Unrealized
URI UNITED RENTALS INC 0.8%
Value ($000) $3,128 Shares 30,401 Est. Cost $128.39 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.7%
Value ($000) $3,094 Shares 36,136 Est. Cost $109.24 Unrealized -1.5%
VPL VANGUARD MSCI PACIFIC ETF 0.7%
Value ($000) $2,829 Shares 51,294 Est. Cost $5431.74 Unrealized
TSN TYSON FOODS INC CL A 0.7%
Value ($000) $2,748 Shares 47,501 Est. Cost $69.47 Unrealized -9.8%
BIIB BIOGEN INC 0.6%
Value ($000) $2,674 Shares 8,452 Est. Cost $242.31 Unrealized +25.2%
SHW SHERWIN WILLIAMS CO COM 0.6%
Value ($000) $2,577 Shares 5,608 Est. Cost $134.03 Unrealized +27.7%
SBUX STARBUCKS CORPORATION 0.6%
Value ($000) $2,504 Shares 38,085 Est. Cost $44.92 Unrealized +58.1%
XLP SECTOR SPDR TR CONS STAPLES 0.6%
Value ($000) $2,475 Shares 45,435 Est. Cost $56.64 Unrealized
XLC SELECT SECTOR COMM SERVICES 0.6%
Value ($000) $2,441 Shares 55,181 Est. Cost $47.64 Unrealized
SYY SYSCO CORP COM 0.6%
Value ($000) $2,439 Shares 53,463 Est. Cost $58.68 Unrealized +0.3%
XLY SELECT SECTOR CONS DISC 0.6%
Value ($000) $2,409 Shares 24,560 Est. Cost $116.10 Unrealized
DISCOVER FINANCIAL SERVICES 0.6%
Value ($000) $2,396 Shares 67,202 Est. Cost $2254.22 Unrealized
META FACEBOOK INC 0.5%
Value ($000) $2,139 Shares 12,822 Est. Cost $131.38 Unrealized +48.0%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.5%
Value ($000) $2,134 Shares 39,515 Est. Cost $61.76 Unrealized
TJX TJX COS INC NEW 0.5%
Value ($000) $2,101 Shares 43,944 Est. Cost $38.13 Unrealized +39.9%
DHI D R HORTON INC 0.5%
Value ($000) $2,063 Shares 60,689 Est. Cost $48.94 Unrealized -0.0%
AEE AMEREN CORP 0.5%
Value ($000) $2,041 Shares 28,028 Est. Cost $59.30 Unrealized +12.8%
MAS MASCO CORPORATION 0.5%
Value ($000) $2,031 Shares 58,778 Est. Cost $24.08 Unrealized +64.3%
DPZ DOMINO'S PIZZA INC 0.5%
Value ($000) $1,904 Shares 5,876 Est. Cost $68.05 Unrealized +322.2%
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $1,795 Shares 32,205 Est. Cost $43.70 Unrealized +11.2%
HUM HUMANA INC 0.4%
Value ($000) $1,763 Shares 5,615 Est. Cost $71.82 Unrealized +345.5%
VLO VALERO ENERGY CORP 0.4%
Value ($000) $1,746 Shares 38,497 Est. Cost $37.81 Unrealized +51.2%
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $1,726 Shares 15,695 Est. Cost $65.88 Unrealized +57.6%
DIS DISNEY (WALT) COMPANY HOLDING CO 0.4%
Value ($000) $1,630 Shares 16,869 Est. Cost $66.76 Unrealized +85.0%
XLI SECTOR SPDR INDUSTRIALS 0.4%
Value ($000) $1,592 Shares 26,987 Est. Cost $75.22 Unrealized
IVV ISHARES S&P 500 INDEX FUND US 0.4%
Value ($000) $1,539 Shares 5,957 Est. Cost $1238.55 Unrealized
MRK MERCK & CO INC NEW 0.3%
Value ($000) $1,454 Shares 18,894 Est. Cost $54.11 Unrealized +20.3%
CRM SALESFORCE.COM 0.3%
Value ($000) $1,426 Shares 9,905 Est. Cost $72.85 Unrealized +132.5%
TXN TEXAS INSTRUMENTS INC 0.3%
Value ($000) $1,399 Shares 13,997 Est. Cost $78.68 Unrealized +29.2%
PSX PHILLIPS 66 0.3%
Value ($000) $1,397 Shares 26,035 Est. Cost $61.06 Unrealized +4.5%
NOC NORTHROP GRUMMAN CORP COM 0.3%
Value ($000) $1,382 Shares 4,566 Est. Cost $278.32 Unrealized +13.4%
HD HOME DEPOT INC 0.3%
Value ($000) $1,321 Shares 7,074 Est. Cost $97.73 Unrealized +94.5%
IJH ISHARES TR S&P MIDCAP 400 0.3%
Value ($000) $1,290 Shares 8,964 Est. Cost $160.92 Unrealized
XLU SECTOR SPDR UTILITIES 0.3%
Value ($000) $1,221 Shares 22,043 Est. Cost $58.86 Unrealized
VZ VERIZON COMMUNICATIONS INC USD 0.3%
Value ($000) $1,101 Shares 20,494 Est. Cost $35.10 Unrealized +16.9%
PKG PACKAGING CORP AMER COM 0.3%
Value ($000) $1,064 Shares 12,254 Est. Cost $54.97 Unrealized +47.4%
LAM RESEARCH CORP COM 0.2%
Value ($000) $1,028 Shares 4,284 Est. Cost $211.18 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,002 Shares 7,644 Est. Cost $62.27 Unrealized +92.9%
FISV FISERV INC USD 0.01 0.2%
Value ($000) $995 Shares 10,471 Est. Cost $47.12 Unrealized +135.7%
ORCL ORACLE CORPORATION 0.2%
Value ($000) $950 Shares 19,650 Est. Cost $28.02 Unrealized +69.5%
LDOS LEIDOS HOLDINGS INC 0.2%
Value ($000) $944 Shares 10,296 Est. Cost $81.14 Unrealized +14.9%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $923 Shares 2,723 Est. Cost $320.12 Unrealized +4.6%
ZTS ZOETIS INC 0.2%
Value ($000) $870 Shares 7,393 Est. Cost $87.89 Unrealized +42.6%
TFC TRUIST FINANCIAL CORPORATION 0.2%
Value ($000) $843 Shares 27,350 Est. Cost $40.89 Unrealized -12.0%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $832 Shares 2,933 Est. Cost $237.74 Unrealized +30.6%
LOW LOWES COS INC COM 0.2%
Value ($000) $782 Shares 9,084 Est. Cost $66.90 Unrealized +46.9%
PFE PFIZER INC 0.2%
Value ($000) $729 Shares 22,327 Est. Cost $17.42 Unrealized +48.2%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $727 Shares 3,164 Est. Cost $103.32 Unrealized +117.7%
ITW ILLINOIS TOOL WORKS 0.2%
Value ($000) $632 Shares 4,450 Est. Cost $100.99 Unrealized +46.1%
CMI CUMMINS INC 0.1%
Value ($000) $620 Shares 4,583 Est. Cost $138.05 Unrealized -2.4%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $617 Shares 15,691 Est. Cost $20.28 Unrealized +80.8%
WMT WAL-MART STORES INC COM 0.1%
Value ($000) $599 Shares 5,274 Est. Cost $34.91 Unrealized +1.3%
XLE SECTOR SPDR TR ENERGY 0.1%
Value ($000) $586 Shares 20,181 Est. Cost $64.02 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $526 Shares 5,733 Est. Cost $93.40 Unrealized +0.9%
JPM J P MORGAN CHASE & CO 0.1%
Value ($000) $513 Shares 5,699 Est. Cost $69.76 Unrealized +48.5%
NKE NIKE INC CL B 0.1%
Value ($000) $507 Shares 6,124 Est. Cost $53.89 Unrealized +59.4%
SCHW CHARLES SCHWAB CORP 0.1%
Value ($000) $481 Shares 14,316 Est. Cost $31.99 Unrealized +20.9%
VOO VANGUARD INDEX FUNDS S&P 500 ETF 0.1%
Value ($000) $468 Shares 1,976 Est. Cost $269.26 Unrealized
WM WASTE MANAGEMENT INC NEW 0.1%
Value ($000) $454 Shares 4,906 Est. Cost $92.50 Unrealized +12.6%
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $445 Shares 5,641 Est. Cost $55.01 Unrealized +36.9%
BA BOEING CO 0.1%
Value ($000) $433 Shares 2,904 Est. Cost $197.00 Unrealized +38.5%
T AT&T INC 0.1%
Value ($000) $429 Shares 14,723 Est. Cost $14.41 Unrealized +26.0%
PEP PEPSICO INC 0.1%
Value ($000) $426 Shares 3,544 Est. Cost $62.75 Unrealized +79.7%
CBOE CBOE GLOBAL MARKETS INC 0.1%
Value ($000) $417 Shares 4,676 Est. Cost $104.39 Unrealized -0.9%
KO COCA COLA CO 0.1%
Value ($000) $416 Shares 9,405 Est. Cost $32.62 Unrealized +37.9%
CMBS ISHARES CMBS 0.1%
Value ($000) $407 Shares 7,584 Est. Cost $53.67 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $391 Shares 4,367 Est. Cost $69.52 Unrealized +41.5%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $370 Shares 5,079 Est. Cost $50.85 Unrealized +19.4%
XLB SECTOR SPDR BASIC MATERIALS 0.1%
Value ($000) $358 Shares 7,943 Est. Cost $53.06 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $335 Shares 2,024 Est. Cost $89.08 Unrealized +92.9%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $317 Shares 273 Est. Cost $36.65 Unrealized +83.8%
EL LAUDER ESTEE COS INC CL A 0.1%
Value ($000) $306 Shares 1,921 Est. Cost $126.44 Unrealized +41.2%
MO ALTRIA GROUP INC 0.1%
Value ($000) $297 Shares 7,680 Est. Cost $19.80 Unrealized +39.2%
ADSK AUTODESK INC 0.1%
Value ($000) $290 Shares 1,855 Est. Cost $135.07 Unrealized +35.9%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $244 Shares 6,418 Est. Cost $53.46 Unrealized -21.3%
HOLLYFRONTIER CORP 0.1%
Value ($000) $243 Shares 9,928 Est. Cost $49.28 Unrealized
CSX CSX CORP 0.1%
Value ($000) $233 Shares 4,066 Est. Cost $22.44 Unrealized -3.9%
MNST MONSTER BEVERAGE CORP NEW COM 0.1%
Value ($000) $226 Shares 4,012 Est. Cost $27.18 Unrealized +18.2%
CTBI COMMUNITY TRUST BANK 0.1%
Value ($000) $216 Shares 6,779 Est. Cost $23.48 Unrealized +34.9%
PYPL PAYPAL HLDGINGS INC 0.0%
Value ($000) $193 Shares 2,017 Est. Cost $83.67 Unrealized +31.6%
EQT EQT CORP 0.0%
Value ($000) $190 Shares 26,885 Est. Cost $12.66 Unrealized -48.0%
MAR MARRIOTT INTL INC CLASS A 0.0%
Value ($000) $184 Shares 2,461 Est. Cost $89.64 Unrealized +33.5%
TSLA TESLA, INC 0.0%
Value ($000) $183 Shares 350 Est. Cost $41.46 Unrealized 0.0%
MTDR MATADOR RES CO 0.0%
Value ($000) $175 Shares 70,570 Est. Cost $17.33 Unrealized -36.6%
DHR DANAHER CORP DEL COM 0.0%
Value ($000) $171 Shares 1,232 Est. Cost $41.96 Unrealized +212.9%
CVS CVS CAREMARK CORP 0.0%
Value ($000) $168 Shares 2,830 Est. Cost $55.93 Unrealized -1.1%
EOG EOG RES INC 0.0%
Value ($000) $163 Shares 4,527 Est. Cost $66.91 Unrealized -25.7%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $162 Shares 1,999 Est. Cost $45.84 Unrealized +58.6%
D DOMINION RES INC VA 0.0%
Value ($000) $161 Shares 2,231 Est. Cost $45.07 Unrealized +40.1%
CVX CHEVRON CORPORATION 0.0%
Value ($000) $161 Shares 2,225 Est. Cost $79.23 Unrealized -4.1%
PZZA PAPA JOHNS INC 0.0%
Value ($000) $160 Shares 3,000 Est. Cost $41.00 Unrealized +26.1%
VTWO VANGUARD RUSSELL 0.0%
Value ($000) $158 Shares 1,711 Est. Cost $103.70 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $152 Shares 1,096 Est. Cost $56.56 Unrealized +126.6%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $149 Shares 4,319 Est. Cost $34.07 Unrealized +9.3%
IWR ISHARES RUSSELL MID CAP INDEX 0.0%
Value ($000) $149 Shares 3,461 Est. Cost $2618.48 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $146 Shares 2,920 Est. Cost $53.64 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $144 Shares 1,726 Est. Cost $79.61 Unrealized +24.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $144 Shares 786 Est. Cost $132.25 Unrealized +60.7%
TMUS T MOBILE US INC 0.0%
Value ($000) $136 Shares 1,622 Est. Cost $60.48 Unrealized +35.2%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $134 Shares 1,206 Est. Cost $111.02 Unrealized -11.5%
PNC PNC FINANCIAL SERVICES GROUPINC 0.0%
Value ($000) $127 Shares 1,330 Est. Cost $65.77 Unrealized +64.7%
VTI VANGUARD TOTAL STOCK MKT ETF 0.0%
Value ($000) $122 Shares 944 Est. Cost $44855.88 Unrealized
IJT ISHARES TR SP SMCP600GR ETF 0.0%
Value ($000) $120 Shares 867 Est. Cost $122.80 Unrealized
FDX FEDEX CORPORATION 0.0%
Value ($000) $115 Shares 947 Est. Cost $151.89 Unrealized -17.0%
NSC NORFOLK SOUTHERN CORPORATION 0.0%
Value ($000) $107 Shares 730 Est. Cost $77.82 Unrealized +110.3%
GLD SPDR GOLD TR 0.0%
Value ($000) $105 Shares 708 Est. Cost $5927.38 Unrealized
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $103 Shares 1,059 Est. Cost $72.69 Unrealized +31.4%
AVGO BROADCOM INC 0.0%
Value ($000) $102 Shares 429 Est. Cost $19.73 Unrealized +23.1%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $100 Shares 2,100 Est. Cost $45.26 Unrealized +27.6%
QCOM QUALCOMM INC 0.0%
Value ($000) $100 Shares 1,475 Est. Cost $47.95 Unrealized +50.0%
GENERAL ELECTRIC CO 0.0%
Value ($000) $99 Shares 12,507 Est. Cost $13766.77 Unrealized
ACN ACCENTURE PLC 0.0%
Value ($000) $90 Shares 550 Est. Cost $119.48 Unrealized +48.2%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $84 Shares 1,331 Est. Cost $38.44 Unrealized +75.4%
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $80 Shares 848 Est. Cost $24500.54 Unrealized
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value ($000) $79 Shares 6,040 Est. Cost $9.11 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $79 Shares 2,579 Est. Cost $51.63 Unrealized -20.6%
MLM MARTIN MARIETTA MATLS 0.0%
Value ($000) $75 Shares 396 Est. Cost $89.34 Unrealized +157.0%
GPC GENUINE PARTS CO 0.0%
Value ($000) $75 Shares 1,112 Est. Cost $85.31 Unrealized -11.9%
VGT VANGUARD INFORMATION TECHONOLGY 0.0%
Value ($000) $74 Shares 350 Est. Cost $211.16 Unrealized
EBAY EBAY INC COM 0.0%
Value ($000) $71 Shares 2,360 Est. Cost $35.53 Unrealized -11.3%
EQUITRANS MIDSTREAM CORP 0.0%
Value ($000) $71 Shares 14,192 Est. Cost $14.75 Unrealized
LHX L3 HARRIS TECHNOLOGIES 0.0%
Value ($000) $68 Shares 377 Est. Cost $182.00 Unrealized 0.0%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $66 Shares 1,000 Est. Cost $47.98 Unrealized +28.2%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $66 Shares 500 Est. Cost $128.16 Unrealized +13.1%
MKL MARKEL CORPORATION (HOLDING COMPANY) 0.0%
Value ($000) $65 Shares 70 Est. Cost $523.59 Unrealized +118.4%
XYZ SQUARE INC CLASS A 0.0%
Value ($000) $64 Shares 1,229 Est. Cost $68.39 Unrealized 0.0%
CI CIGNA CORP NEW 0.0%
Value ($000) $64 Shares 360 Est. Cost $190.77 Unrealized -7.0%
MMM 3M CO 0.0%
Value ($000) $58 Shares 425 Est. Cost $100.09 Unrealized +5.9%
ABBV ABBVIE INC USD 0.01 0.0%
Value ($000) $56 Shares 733 Est. Cost $46.28 Unrealized +45.2%
XILINX INC 0.0%
Value ($000) $55 Shares 706 Est. Cost $85.51 Unrealized
BRISTOL MYERS SQUIBB COMPANY 03-31-2021 0.0%
Value ($000) $53 Shares 14,117 Est. Cost $3.00 Unrealized
LINDE PLC EUR 0.0%
Value ($000) $52 Shares 300 Est. Cost $156.41 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $51 Shares 426 Est. Cost $76.18 Unrealized +51.6%
ISHARES GOLD TRUST 0.0%
Value ($000) $50 Shares 3,300 Est. Cost $12.12 Unrealized
DE DEERE & CO 0.0%
Value ($000) $50 Shares 365 Est. Cost $133.20 Unrealized +9.4%
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $48 Shares 350 Est. Cost $82.28 Unrealized +72.5%
ECL ECOLAB INC COM 0.0%
Value ($000) $47 Shares 300 Est. Cost $117.38 Unrealized +50.2%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $45 Shares 1,319 Est. Cost $27.24 Unrealized -33.4%
DOW DOW INC 0.0%
Value ($000) $41 Shares 1,389 Est. Cost $36.05 Unrealized -15.2%
HOLX HOLOGIC INCORPORATED 0.0%
Value ($000) $40 Shares 1,137 Est. Cost $38.19 Unrealized +24.7%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $39 Shares 269 Est. Cost $121.82 Unrealized +31.4%
ELV ANTHEM INC 0.0%
Value ($000) $38 Shares 168 Est. Cost $140.89 Unrealized +78.4%
VMC VULCAN MATERIALS CO 0.0%
Value ($000) $37 Shares 346 Est. Cost $135.83 Unrealized -10.6%
TRV TRAVELERS COS INC 0.0%
Value ($000) $36 Shares 360 Est. Cost $97.61 Unrealized +12.3%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $35 Shares 700 Est. Cost $30.64 Unrealized +52.5%
KR KROGER CO 0.0%
Value ($000) $33 Shares 1,084 Est. Cost $26.55 Unrealized -2.4%
AEP AMERICAN ELECTRIC POWER CO 0.0%
Value ($000) $32 Shares 400 Est. Cost $35.97 Unrealized +112.8%
SBIO ALPS MEDICAL BREAKTHROUGHS ETF 0.0%
Value ($000) $32 Shares 1,000 Est. Cost $32.00 Unrealized
MA MASTERCARD INCORPORATE 0.0%
Value ($000) $30 Shares 124 Est. Cost $167.75 Unrealized +71.6%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $30 Shares 1,203 Est. Cost $46.27 Unrealized -55.3%
IJR ISHARES S&P SMALLCAP 600 INDEX FUND 0.0%
Value ($000) $29 Shares 521 Est. Cost $86.73 Unrealized
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $27 Shares 260 Est. Cost $66.59 Unrealized +101.1%
NUE NUCOR CORP 0.0%
Value ($000) $27 Shares 753 Est. Cost $49.09 Unrealized -19.5%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $26 Shares 294 Est. Cost $44.58 Unrealized +78.3%
RAYTHEON CO COM NEW 0.0%
Value ($000) $26 Shares 196 Est. Cost $28437.14 Unrealized
LULU LULULEMON ATHLETICA INC USD 0.01 0.0%
Value ($000) $24 Shares 125 Est. Cost $186.88 Unrealized +19.7%
BP BP AMOCO P L C 0.0%
Value ($000) $23 Shares 928 Est. Cost $6162.30 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $22 Shares 520 Est. Cost $51.92 Unrealized +4.4%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $21 Shares 164 Est. Cost $165.10 Unrealized +1.0%
WOR WORTHINGTON IND INC 0.0%
Value ($000) $20 Shares 750 Est. Cost $20.24 Unrealized +3.2%
ICUI ICU MEDIAL INC 0.0%
Value ($000) $20 Shares 100 Est. Cost $66.13 Unrealized +191.1%
CTVA CORTEVA INC 0.0%
Value ($000) $20 Shares 872 Est. Cost $25.02 Unrealized +2.2%
NFLX NETFLIX COM 0.0%
Value ($000) $18 Shares 47 Est. Cost $32.11 Unrealized +10.2%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $18 Shares 1,592 Est. Cost $57.36 Unrealized -47.6%
IYC ISHARES US CONSUMER SERVICESETF 0.0%
Value ($000) $18 Shares 102 Est. Cost $176.47 Unrealized
SIRIUS XM HLDGS INC 0.0%
Value ($000) $18 Shares 3,700 Est. Cost $5.12 Unrealized
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $18 Shares 220 Est. Cost $69.88 Unrealized +9.8%
VTEB VANGUARD TAX-EXEMPT BOND EFT 0.0%
Value ($000) $17 Shares 330 Est. Cost $51.52 Unrealized
GLW CORNING INCORPORATED 0.0%
Value ($000) $17 Shares 840 Est. Cost $20.50 Unrealized +7.8%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $17 Shares 320 Est. Cost $64.45 Unrealized -8.5%
GIS GENERAL MILLS INC 0.0%
Value ($000) $16 Shares 300 Est. Cost $35.24 Unrealized +22.9%
BAC BANKAMERICA CORP NEW 0.0%
Value ($000) $15 Shares 690 Est. Cost $19.42 Unrealized +33.4%
VB VANGUARD INDEX FDS SMALL CP ETF 0.0%
Value ($000) $13 Shares 112 Est. Cost $148.95 Unrealized
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $13 Shares 286 Est. Cost $48.25 Unrealized +12.7%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $12 Shares 257 Est. Cost $22.18 Unrealized +105.1%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $12 Shares 101 Est. Cost $121591.41 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $12 Shares 51 Est. Cost $229.39 Unrealized 0.0%
LOB LIVE OAK BANCSHARES INC 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $21.20 Unrealized -25.3%
CLX CLOROX COMPANY 0.0%
Value ($000) $11 Shares 61 Est. Cost $125.69 Unrealized +10.3%
IWF ISHARES RUSSELL 1000 GROWTH INDEX FUND 0.0%
Value ($000) $11 Shares 73 Est. Cost $135.14 Unrealized
IWB ISHARES TR RUS 1000 ETF 0.0%
Value ($000) $11 Shares 77 Est. Cost $113.82 Unrealized
WFC WELLS FARGO & COMPANY NEW 0.0%
Value ($000) $10 Shares 353 Est. Cost $38.45 Unrealized -4.7%
NVS NOVARTIS A G SPONSORED ADR 0.0%
Value ($000) $10 Shares 117 Est. Cost $27218.37 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $10 Shares 300 Est. Cost $67.50 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $9 Shares 174 Est. Cost $44.85 Unrealized +27.6%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $7 Shares 85 Est. Cost $105.88 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $7 Shares 80 Est. Cost $85.36 Unrealized +18.0%
IYE ISHARES US ENERGY ETF 0.0%
Value ($000) $6 Shares 375 Est. Cost $24.41 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $6 Shares 15 Est. Cost $26.03 Unrealized +73.2%
TRMB TRIMBLE NAVIGATION 0.0%
Value ($000) $6 Shares 200 Est. Cost $22.08 Unrealized +77.1%
MS MORGAN STANLEY 0.0%
Value ($000) $5 Shares 136 Est. Cost $33.75 Unrealized +16.0%
RCL ROYAL CARIBBEAN CRUISES LTD 0.0%
Value ($000) $5 Shares 161 Est. Cost $109.05 Unrealized -18.4%
RCI ROGERS COMMUNICATIONS INC CL B NON-VTG 0.0%
Value ($000) $4 Shares 100 Est. Cost $47.39 Unrealized -1.3%
WY WEYERHAEUSER CO 0.0%
Value ($000) $4 Shares 240 Est. Cost $21.92 Unrealized -3.4%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $4 Shares 44 Est. Cost $93.73 Unrealized 0.0%
EEM ISHARES MSCI EMER MKTS IDX MARKETS INDEX 0.0%
Value ($000) $4 Shares 115 Est. Cost $41.75 Unrealized
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $4 Shares 277 Est. Cost $65.72 Unrealized -61.5%
RADIUS HEALTH INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $25.00 Unrealized
BF/B BROWN FORMAN CORP CL B COM 0.0%
Value ($000) $3 Shares 59 Est. Cost $33.70 Unrealized +71.6%
HCSG HEALTHCARE SVCS GROUP INC 0.0%
Value ($000) $3 Shares 125 Est. Cost $39.20 Unrealized -34.4%
CDW CDW CORP COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $106.19 Unrealized +7.4%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $3 Shares 58 Est. Cost $42.64 Unrealized -7.0%
BLACKROCK COM SBI USD 0.001 0.0%
Value ($000) $2 Shares 201 Est. Cost $12.04 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $11194.53 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $2 Shares 150 Est. Cost $27.66 Unrealized +27.6%
AIG AMERICAN INTL GROUP 0.0%
Value ($000) $2 Shares 100 Est. Cost $44.32 Unrealized -17.1%
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $2 Shares 150 Est. Cost $38.53 Unrealized -40.9%
CPRI CAPRI HOLDINGS LTD 0.0%
Value ($000) $1 Shares 100 Est. Cost $43.70 Unrealized -39.9%
IR INGERSOLL RAND INC 0.0%
Value ($000) $1 Shares 38 Est. Cost $31.60 Unrealized 0.0%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $1 Shares 39 Est. Cost $55.56 Unrealized