CENTRAL BANK & TRUST CO Diversified Active

CIK: 0001175954 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 15, 2020

Total Value ($000): $506,457 (100.0% shares, 0.0% debt)

Holdings (256)

AGG ISHARES TR CORE US AGGREGATE BOND ETF 7.5%
Value ($000) $38,170 Shares 322,902 Est. Cost $111.94 Unrealized
VWOB VANGUARD EMERG MKTS GOV BND ETF 5.9%
Value ($000) $29,736 Shares 382,405 Est. Cost $76.23 Unrealized
VNQ VANGUARD INDEX FDS REIT #986 5.4%
Value ($000) $27,598 Shares 351,445 Est. Cost $11311.15 Unrealized
SPY SPDR S&P 500 ETF TRUST 3.6%
Value ($000) $17,992 Shares 58,348 Est. Cost $16558.19 Unrealized
VWO VANGUARD MSCI EMERGING MARKETS ETF 3.2%
Value ($000) $16,178 Shares 408,445 Est. Cost $1289.54 Unrealized
NVDA NVIDIA CORP COM 2.8%
Value ($000) $14,028 Shares 36,925 Est. Cost $1.62 Unrealized +397.0%
AAPL APPLE INC 2.8%
Value ($000) $14,026 Shares 38,451 Est. Cost $24.71 Unrealized +203.9%
ADBE ADOBE SYSTEMS INCORPORATED 2.4%
Value ($000) $12,348 Shares 28,366 Est. Cost $90.27 Unrealized +310.5%
AMZN AMAZON COM INC 2.2%
Value ($000) $11,110 Shares 4,027 Est. Cost $44.13 Unrealized +173.7%
SPGI S&P GLOBAL INC 2.0%
Value ($000) $10,118 Shares 30,710 Est. Cost $145.47 Unrealized +97.3%
V VISA INC CLASS A 1.9%
Value ($000) $9,473 Shares 49,039 Est. Cost $58.24 Unrealized +201.4%
GOOGL ALPHABET INC CAP STK CL A 1.9%
Value ($000) $9,406 Shares 6,633 Est. Cost $38.23 Unrealized +75.1%
MSFT MICROSOFT CORP 1.7%
Value ($000) $8,533 Shares 41,928 Est. Cost $123.50 Unrealized +40.1%
INTU INTUIT INC 1.4%
Value ($000) $7,254 Shares 24,491 Est. Cost $210.09 Unrealized +26.1%
IYW I SHARES US TECHNOLOGY ETF 1.4%
Value ($000) $7,033 Shares 26,070 Est. Cost $196.75 Unrealized
UNH UNITEDHEALTH GROUP INC COM 1.3%
Value ($000) $6,732 Shares 22,824 Est. Cost $162.91 Unrealized +60.3%
DG DOLLAR GEN CORP NEW 1.3%
Value ($000) $6,727 Shares 35,311 Est. Cost $107.39 Unrealized +55.7%
AMGN AMGEN INC 1.3%
Value ($000) $6,620 Shares 28,066 Est. Cost $127.40 Unrealized +50.5%
COST COSTCO WHOLESALE CORP 1.3%
Value ($000) $6,583 Shares 21,713 Est. Cost $125.90 Unrealized +121.7%
XLV SECTOR SPDR TR FUND HEALTH CARE 1.3%
Value ($000) $6,402 Shares 63,973 Est. Cost $93.45 Unrealized
EFA ISHARES MSCI EAFE INDEX FD 1.2%
Value ($000) $6,294 Shares 103,413 Est. Cost $63.89 Unrealized
HYG ISHARES TR IBOXX USD HIGH YIELD CORP ETF 1.2%
Value ($000) $6,290 Shares 77,060 Est. Cost $82.08 Unrealized
VEA VANGUARD MSCI EURO PACIFIC ETF 1.2%
Value ($000) $6,069 Shares 156,458 Est. Cost $38.79 Unrealized
CMCSA COMCAST CORP NEW CL A 1.2%
Value ($000) $6,045 Shares 155,122 Est. Cost $32.42 Unrealized +1.0%
INTC INTEL CORP 1.2%
Value ($000) $6,007 Shares 100,404 Est. Cost $42.59 Unrealized +24.9%
SYK STRYKER CORP COM 1.1%
Value ($000) $5,745 Shares 31,886 Est. Cost $110.17 Unrealized +57.7%
IWM I SHARES RUSSELL 2000 1.1%
Value ($000) $5,539 Shares 38,682 Est. Cost $11462.43 Unrealized
PGR PROGRESSIVE CORP OHIO 1.1%
Value ($000) $5,530 Shares 69,033 Est. Cost $46.92 Unrealized +41.4%
HON HONEYWELL INTL INC COM 1.1%
Value ($000) $5,323 Shares 36,818 Est. Cost $76.23 Unrealized +54.6%
ICE INTERCONTINENTAL EXCHANGE 1.0%
Value ($000) $4,882 Shares 53,300 Est. Cost $52.63 Unrealized +61.8%
NEE NEXTERA ENERGY INC 1.0%
Value ($000) $4,858 Shares 20,227 Est. Cost $35.38 Unrealized +46.9%
MCO MOODYS CORP COM 0.9%
Value ($000) $4,801 Shares 17,475 Est. Cost $217.63 Unrealized +11.4%
URI UNITED RENTALS INC 0.9%
Value ($000) $4,734 Shares 31,763 Est. Cost $128.15 Unrealized -4.1%
REGN REGENERON PHARMACEUTICALS 0.9%
Value ($000) $4,713 Shares 7,558 Est. Cost $564.49 Unrealized 0.0%
UNP UNION PACIFIC CORP 0.9%
Value ($000) $4,566 Shares 27,009 Est. Cost $124.59 Unrealized +13.5%
TGT TARGET CORP 0.9%
Value ($000) $4,554 Shares 37,971 Est. Cost $83.90 Unrealized +17.0%
ISRG INTUITIVE SURGICAL INC 0.9%
Value ($000) $4,551 Shares 7,987 Est. Cost $176.31 Unrealized +1.7%
QCOM QUALCOMM INC 0.8%
Value ($000) $4,286 Shares 46,996 Est. Cost $70.24 Unrealized +1.0%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.8%
Value ($000) $3,993 Shares 12,308 Est. Cost $56480.68 Unrealized
DHI D R HORTON INC 0.8%
Value ($000) $3,833 Shares 69,134 Est. Cost $48.56 Unrealized -5.7%
LMT LOCKHEED MARTIN CORP 0.8%
Value ($000) $3,806 Shares 10,431 Est. Cost $322.79 Unrealized +0.3%
SHW SHERWIN WILLIAMS CO COM 0.7%
Value ($000) $3,797 Shares 6,572 Est. Cost $139.53 Unrealized +23.0%
HSY HERSHEY COMPANY 0.7%
Value ($000) $3,796 Shares 29,289 Est. Cost $97.68 Unrealized +20.5%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.7%
Value ($000) $3,649 Shares 60,181 Est. Cost $61.38 Unrealized
EBS EMERGENT BIO SOLUTIONS 0.7%
Value ($000) $3,640 Shares 46,030 Est. Cost $74.52 Unrealized 0.0%
XLF SELECT SECTOR FINANCIAL 0.7%
Value ($000) $3,538 Shares 152,979 Est. Cost $26.48 Unrealized
EFAV ISHARES EDGE MSCI MIN VOL 0.7%
Value ($000) $3,450 Shares 52,225 Est. Cost $63.87 Unrealized
SCZ ISHARES TR EAFE SML CP ETF 0.7%
Value ($000) $3,335 Shares 62,201 Est. Cost $54.52 Unrealized
PSX PHILLIPS 66 0.7%
Value ($000) $3,306 Shares 45,985 Est. Cost $58.96 Unrealized -4.7%
XEL XCEL ENERGY INC 0.6%
Value ($000) $3,288 Shares 52,611 Est. Cost $38.06 Unrealized +38.8%
LHX L3 HARRIS TECHNOLOGIES 0.6%
Value ($000) $3,271 Shares 19,281 Est. Cost $168.03 Unrealized -0.2%
LAM RESEARCH CORP COM 0.6%
Value ($000) $3,204 Shares 9,905 Est. Cost $274.91 Unrealized
AXP AMERICAN EXPRESS CO 0.6%
Value ($000) $3,175 Shares 33,352 Est. Cost $109.24 Unrealized -21.6%
XLY SELECT SECTOR CONS DISC 0.6%
Value ($000) $3,136 Shares 24,560 Est. Cost $116.10 Unrealized
VLO VALERO ENERGY CORP 0.6%
Value ($000) $3,105 Shares 52,801 Est. Cost $40.50 Unrealized +17.9%
XLC SELECT SECTOR COMM SERVICES 0.6%
Value ($000) $2,982 Shares 55,181 Est. Cost $47.64 Unrealized
XLP SECTOR SPDR TR CONS STAPLES 0.5%
Value ($000) $2,666 Shares 45,465 Est. Cost $56.64 Unrealized
META FACEBOOK INC 0.5%
Value ($000) $2,574 Shares 11,338 Est. Cost $131.38 Unrealized +57.8%
CBOE CBOE GLOBAL MARKETS INC 0.5%
Value ($000) $2,570 Shares 27,554 Est. Cost $93.54 Unrealized -2.4%
SBUX STARBUCKS CORPORATION 0.5%
Value ($000) $2,453 Shares 33,339 Est. Cost $44.92 Unrealized +47.7%
ZTS ZOETIS INC 0.5%
Value ($000) $2,364 Shares 17,249 Est. Cost $108.79 Unrealized +14.4%
BIIB BIOGEN INC 0.4%
Value ($000) $2,250 Shares 8,412 Est. Cost $242.31 Unrealized +24.1%
DPZ DOMINO'S PIZZA INC 0.4%
Value ($000) $2,171 Shares 5,876 Est. Cost $68.05 Unrealized +405.4%
MAS MASCO CORPORATION 0.4%
Value ($000) $2,120 Shares 42,241 Est. Cost $24.08 Unrealized +63.6%
HUM HUMANA INC 0.4%
Value ($000) $2,113 Shares 5,450 Est. Cost $71.82 Unrealized +395.3%
TJX TJX COS INC NEW 0.4%
Value ($000) $2,057 Shares 40,690 Est. Cost $38.13 Unrealized +22.3%
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $1,925 Shares 32,750 Est. Cost $43.77 Unrealized +9.5%
XLI SECTOR SPDR INDUSTRIALS 0.4%
Value ($000) $1,856 Shares 27,014 Est. Cost $75.22 Unrealized
IJR ISHARES S&P SMALLCAP 600 INDEX FUND 0.4%
Value ($000) $1,808 Shares 26,472 Est. Cost $68.66 Unrealized
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $1,801 Shares 15,057 Est. Cost $65.88 Unrealized +54.1%
HD HOME DEPOT INC 0.3%
Value ($000) $1,770 Shares 7,063 Est. Cost $97.73 Unrealized +104.4%
DIS DISNEY (WALT) COMPANY HOLDING CO 0.3%
Value ($000) $1,730 Shares 15,521 Est. Cost $66.76 Unrealized +61.6%
IJH ISHARES TR S&P MIDCAP 400 0.3%
Value ($000) $1,697 Shares 9,545 Est. Cost $161.95 Unrealized
IVV ISHARES S&P 500 INDEX FUND US 0.3%
Value ($000) $1,671 Shares 5,395 Est. Cost $1238.55 Unrealized
TXN TEXAS INSTRUMENTS INC 0.3%
Value ($000) $1,627 Shares 12,813 Est. Cost $78.68 Unrealized +26.5%
MRK MERCK & CO INC NEW 0.3%
Value ($000) $1,471 Shares 19,014 Est. Cost $54.11 Unrealized +16.2%
CMBS ISHARES CMBS 0.3%
Value ($000) $1,464 Shares 26,664 Est. Cost $54.55 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.3%
Value ($000) $1,387 Shares 4,513 Est. Cost $278.32 Unrealized +7.3%
CRM SALESFORCE.COM 0.3%
Value ($000) $1,378 Shares 7,355 Est. Cost $72.85 Unrealized +128.5%
XLU SECTOR SPDR UTILITIES 0.2%
Value ($000) $1,245 Shares 22,071 Est. Cost $58.86 Unrealized
AEE AMEREN CORP 0.2%
Value ($000) $1,222 Shares 17,373 Est. Cost $59.30 Unrealized +3.7%
PKG PACKAGING CORP AMER COM 0.2%
Value ($000) $1,215 Shares 12,179 Est. Cost $54.97 Unrealized +45.9%
VZ VERIZON COMMUNICATIONS INC USD 0.2%
Value ($000) $1,165 Shares 21,124 Est. Cost $35.27 Unrealized +15.6%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $1,066 Shares 2,941 Est. Cost $237.74 Unrealized +38.9%
LOW LOWES COS INC COM 0.2%
Value ($000) $1,048 Shares 7,757 Est. Cost $66.90 Unrealized +54.4%
ORCL ORACLE CORPORATION 0.2%
Value ($000) $1,015 Shares 18,360 Est. Cost $28.02 Unrealized +74.8%
FISV FISERV INC USD 0.01 0.2%
Value ($000) $1,011 Shares 10,354 Est. Cost $47.12 Unrealized +113.7%
DISCOVERY COMMUNICATIONSL INC CL A 0.2%
Value ($000) $964 Shares 45,725 Est. Cost $26.00 Unrealized
WMT WAL-MART STORES INC COM 0.2%
Value ($000) $940 Shares 7,852 Est. Cost $35.95 Unrealized +5.9%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $897 Shares 6,379 Est. Cost $62.27 Unrealized +99.5%
ALL ALLSTATE CORP 0.2%
Value ($000) $840 Shares 8,659 Est. Cost $90.78 Unrealized -5.7%
NFLX NETFLIX COM 0.2%
Value ($000) $832 Shares 1,828 Est. Cost $42.29 Unrealized +0.6%
LDOS LEIDOS HOLDINGS INC 0.2%
Value ($000) $831 Shares 8,871 Est. Cost $81.14 Unrealized +12.6%
NOW SERVICENOW INC 0.2%
Value ($000) $806 Shares 1,991 Est. Cost $70.61 Unrealized 0.0%
VPL VANGUARD MSCI PACIFIC ETF 0.2%
Value ($000) $794 Shares 12,472 Est. Cost $5431.74 Unrealized
CVX CHEVRON CORPORATION 0.2%
Value ($000) $775 Shares 8,684 Est. Cost $72.23 Unrealized -3.3%
XLE SECTOR SPDR TR ENERGY 0.2%
Value ($000) $764 Shares 20,181 Est. Cost $64.02 Unrealized
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $736 Shares 8,052 Est. Cost $63.07 Unrealized +29.9%
WM WASTE MANAGEMENT INC NEW 0.1%
Value ($000) $712 Shares 6,722 Est. Cost $92.41 Unrealized -0.3%
PFE PFIZER INC 0.1%
Value ($000) $699 Shares 21,374 Est. Cost $17.42 Unrealized +49.2%
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $676 Shares 3,869 Est. Cost $100.99 Unrealized +41.5%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $621 Shares 13,309 Est. Cost $20.28 Unrealized +82.5%
CMI CUMMINS INC 0.1%
Value ($000) $611 Shares 3,526 Est. Cost $138.05 Unrealized +0.9%
VOO VANGUARD INDEX FUNDS S&P 500 ETF 0.1%
Value ($000) $560 Shares 1,976 Est. Cost $269.26 Unrealized
JPM J P MORGAN CHASE & CO 0.1%
Value ($000) $536 Shares 5,699 Est. Cost $69.76 Unrealized +17.2%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $493 Shares 2,061 Est. Cost $103.32 Unrealized +113.2%
NKE NIKE INC CL B 0.1%
Value ($000) $485 Shares 4,950 Est. Cost $53.89 Unrealized +58.6%
PEP PEPSICO INC 0.1%
Value ($000) $463 Shares 3,494 Est. Cost $62.75 Unrealized +76.5%
XLB SECTOR SPDR BASIC MATERIALS 0.1%
Value ($000) $447 Shares 7,943 Est. Cost $53.06 Unrealized
T AT&T INC 0.1%
Value ($000) $445 Shares 14,723 Est. Cost $14.41 Unrealized +7.5%
ADSK AUTODESK INC 0.1%
Value ($000) $444 Shares 1,855 Est. Cost $135.07 Unrealized +45.5%
KO COCA COLA CO 0.1%
Value ($000) $415 Shares 9,293 Est. Cost $32.62 Unrealized +18.7%
TSLA TESLA, INC 0.1%
Value ($000) $378 Shares 350 Est. Cost $41.46 Unrealized +30.5%
MCD MCDONALDS CORP 0.1%
Value ($000) $373 Shares 2,024 Est. Cost $89.08 Unrealized +80.7%
SCHW CHARLES SCHWAB CORP 0.1%
Value ($000) $360 Shares 10,676 Est. Cost $31.99 Unrealized +3.7%
MTDR MATADOR RES CO 0.1%
Value ($000) $356 Shares 41,870 Est. Cost $17.33 Unrealized -59.7%
MNST MONSTER BEVERAGE CORP NEW COM 0.1%
Value ($000) $345 Shares 4,975 Est. Cost $28.24 Unrealized +15.6%
PYPL PAYPAL HLDGINGS INC 0.1%
Value ($000) $344 Shares 1,973 Est. Cost $83.67 Unrealized +64.8%
LLY LILLY ELI & CO 0.1%
Value ($000) $327 Shares 1,989 Est. Cost $95.77 Unrealized +50.3%
EQT EQT CORP 0.1%
Value ($000) $320 Shares 26,885 Est. Cost $12.66 Unrealized -2.8%
XYZ SQUARE INC CLASS A 0.1%
Value ($000) $291 Shares 2,769 Est. Cost $72.93 Unrealized +5.0%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $287 Shares 6,418 Est. Cost $53.46 Unrealized -34.9%
MDT MEDTRONIC PLC 0.1%
Value ($000) $268 Shares 2,919 Est. Cost $90.03 Unrealized -9.2%
CSX CSX CORP 0.1%
Value ($000) $262 Shares 3,764 Est. Cost $22.44 Unrealized -8.6%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $257 Shares 3,667 Est. Cost $50.85 Unrealized +7.7%
IWR ISHARES RUSSELL MID CAP INDEX 0.0%
Value ($000) $252 Shares 4,701 Est. Cost $1941.94 Unrealized
BA BOEING CO 0.0%
Value ($000) $238 Shares 1,301 Est. Cost $197.00 Unrealized -22.0%
PZZA PAPA JOHNS INC 0.0%
Value ($000) $238 Shares 3,000 Est. Cost $41.00 Unrealized +56.4%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $236 Shares 167 Est. Cost $36.65 Unrealized +82.8%
CTBI COMMUNITY TRUST BANK 0.0%
Value ($000) $222 Shares 6,779 Est. Cost $23.48 Unrealized +8.7%
DHR DANAHER CORP DEL COM 0.0%
Value ($000) $220 Shares 1,246 Est. Cost $43.06 Unrealized +225.2%
EOG EOG RES INC 0.0%
Value ($000) $220 Shares 4,350 Est. Cost $66.91 Unrealized -44.2%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $211 Shares 4,212 Est. Cost $2254.22 Unrealized
MAR MARRIOTT INTL INC CLASS A 0.0%
Value ($000) $211 Shares 2,461 Est. Cost $89.64 Unrealized -6.6%
PPG PPG INDS INC COM 0.0%
Value ($000) $183 Shares 1,726 Est. Cost $79.61 Unrealized +8.5%
D DOMINION RES INC VA 0.0%
Value ($000) $181 Shares 2,231 Est. Cost $45.07 Unrealized +39.0%
CVS CVS CAREMARK CORP 0.0%
Value ($000) $181 Shares 2,787 Est. Cost $55.93 Unrealized -6.0%
VTWO VANGUARD RUSSELL 0.0%
Value ($000) $175 Shares 1,516 Est. Cost $103.70 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $167 Shares 2,920 Est. Cost $53.64 Unrealized
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $161 Shares 854 Est. Cost $126.44 Unrealized +31.0%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $160 Shares 1,999 Est. Cost $45.84 Unrealized +47.5%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $158 Shares 4,294 Est. Cost $34.07 Unrealized -18.3%
TMUS T MOBILE US INC 0.0%
Value ($000) $154 Shares 1,476 Est. Cost $60.48 Unrealized +53.1%
VTI VANGUARD TOTAL STOCK MKT ETF 0.0%
Value ($000) $148 Shares 944 Est. Cost $44855.88 Unrealized
IJT ISHARES TR SP SMCP600GR ETF 0.0%
Value ($000) $147 Shares 867 Est. Cost $122.80 Unrealized
BABA ALIBABA 0.0%
Value ($000) $147 Shares 683 Est. Cost $215.23 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $146 Shares 1,212 Est. Cost $111.02 Unrealized -17.7%
KR KROGER CO 0.0%
Value ($000) $140 Shares 4,142 Est. Cost $28.19 Unrealized +2.1%
PNC PNC FINANCIAL SERVICES GROUPINC 0.0%
Value ($000) $140 Shares 1,330 Est. Cost $65.77 Unrealized +30.7%
MO ALTRIA GROUP INC 0.0%
Value ($000) $137 Shares 3,480 Est. Cost $19.80 Unrealized +26.1%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $130 Shares 2,100 Est. Cost $45.26 Unrealized +11.1%
NSC NORFOLK SOUTHERN CORPORATION 0.0%
Value ($000) $128 Shares 730 Est. Cost $77.82 Unrealized +94.0%
EBAY EBAY INC COM 0.0%
Value ($000) $124 Shares 2,360 Est. Cost $35.53 Unrealized +8.1%
GLD SPDR GOLD TR 0.0%
Value ($000) $118 Shares 708 Est. Cost $5927.38 Unrealized
ACN ACCENTURE PLC 0.0%
Value ($000) $118 Shares 550 Est. Cost $119.48 Unrealized +46.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $107 Shares 599 Est. Cost $132.25 Unrealized +38.1%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $107 Shares 864 Est. Cost $72.69 Unrealized +23.6%
VGT VANGUARD INFORMATION TECHONOLGY 0.0%
Value ($000) $98 Shares 350 Est. Cost $211.16 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $97 Shares 307 Est. Cost $19.73 Unrealized +24.3%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $92 Shares 1,217 Est. Cost $38.44 Unrealized +53.4%
FDX FEDEX CORPORATION 0.0%
Value ($000) $88 Shares 630 Est. Cost $151.89 Unrealized -25.5%
GENERAL ELECTRIC CO 0.0%
Value ($000) $86 Shares 12,507 Est. Cost $13766.77 Unrealized
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value ($000) $86 Shares 6,040 Est. Cost $9.11 Unrealized
CERNER CORP COMMON 0.0%
Value ($000) $83 Shares 1,211 Est. Cost $68.54 Unrealized
MLM MARTIN MARIETTA MATLS 0.0%
Value ($000) $82 Shares 396 Est. Cost $89.34 Unrealized +107.2%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $79 Shares 1,496 Est. Cost $53.02 Unrealized 0.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $76 Shares 1,239 Est. Cost $54.61 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $75 Shares 500 Est. Cost $128.16 Unrealized -3.0%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $73 Shares 1,000 Est. Cost $47.98 Unrealized +30.0%
ABBV ABBVIE INC USD 0.01 0.0%
Value ($000) $72 Shares 733 Est. Cost $46.28 Unrealized +52.3%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $70 Shares 1,319 Est. Cost $27.24 Unrealized -36.0%
CI CIGNA CORP NEW 0.0%
Value ($000) $68 Shares 360 Est. Cost $190.77 Unrealized -9.0%
MMM 3M CO 0.0%
Value ($000) $66 Shares 425 Est. Cost $100.09 Unrealized +2.3%
LINDE PLC EUR 0.0%
Value ($000) $64 Shares 300 Est. Cost $156.41 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $60 Shares 300 Est. Cost $117.38 Unrealized +55.2%
ISHARES GOLD TRUST 0.0%
Value ($000) $56 Shares 3,300 Est. Cost $12.12 Unrealized
MKL MARKEL CORPORATION (HOLDING COMPANY) 0.0%
Value ($000) $55 Shares 60 Est. Cost $523.59 Unrealized +73.6%
DOW DOW INC 0.0%
Value ($000) $54 Shares 1,319 Est. Cost $36.05 Unrealized -25.5%
HOLX HOLOGIC INCORPORATED 0.0%
Value ($000) $50 Shares 872 Est. Cost $38.19 Unrealized +28.5%
BRISTOL MYERS SQUIBB COMPANY 03-31-2021 0.0%
Value ($000) $50 Shares 14,117 Est. Cost $3.00 Unrealized
XILINX INC 0.0%
Value ($000) $50 Shares 506 Est. Cost $85.51 Unrealized
ELV ANTHEM INC 0.0%
Value ($000) $49 Shares 186 Est. Cost $151.17 Unrealized +63.5%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $49 Shares 397 Est. Cost $69.52 Unrealized +42.9%
DE DEERE & CO 0.0%
Value ($000) $49 Shares 311 Est. Cost $133.20 Unrealized +0.8%
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $48 Shares 325 Est. Cost $82.28 Unrealized +54.3%
GPC GENUINE PARTS CO 0.0%
Value ($000) $47 Shares 536 Est. Cost $85.31 Unrealized -21.1%
PROSHARES SHORT S&P 500 0.0%
Value ($000) $45 Shares 2,000 Est. Cost $22.50 Unrealized
TRV TRAVELERS COS INC 0.0%
Value ($000) $41 Shares 360 Est. Cost $97.61 Unrealized -4.2%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $39 Shares 260 Est. Cost $66.59 Unrealized +75.4%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $39 Shares 223 Est. Cost $121.82 Unrealized +24.7%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $38 Shares 1,203 Est. Cost $46.27 Unrealized -50.1%
MA MASTERCARD INCORPORATE 0.0%
Value ($000) $37 Shares 124 Est. Cost $167.75 Unrealized +62.9%
SYY SYSCO CORP COM 0.0%
Value ($000) $36 Shares 665 Est. Cost $58.68 Unrealized -23.0%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $35 Shares 700 Est. Cost $30.64 Unrealized +45.4%
TFC TRUIST FINANCIAL CORPORATION 0.0%
Value ($000) $34 Shares 902 Est. Cost $40.89 Unrealized -32.2%
NVAX NOVAVAX INC 0.0%
Value ($000) $33 Shares 400 Est. Cost $38.25 Unrealized 0.0%
AEP AMERICAN ELECTRIC POWER CO 0.0%
Value ($000) $32 Shares 400 Est. Cost $35.97 Unrealized +85.2%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $30 Shares 164 Est. Cost $165.10 Unrealized -9.5%
MRNA MODERNA INC 0.0%
Value ($000) $27 Shares 422 Est. Cost $54.76 Unrealized 0.0%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $26 Shares 294 Est. Cost $44.58 Unrealized +68.4%
LULU LULULEMON ATHLETICA INC USD 0.01 0.0%
Value ($000) $23 Shares 75 Est. Cost $186.88 Unrealized +36.8%
IYC ISHARES US CONSUMER SERVICESETF 0.0%
Value ($000) $22 Shares 102 Est. Cost $176.47 Unrealized
BP BP AMOCO P L C 0.0%
Value ($000) $22 Shares 928 Est. Cost $6162.30 Unrealized
SIRIUS XM HLDGS INC 0.0%
Value ($000) $22 Shares 3,700 Est. Cost $5.12 Unrealized
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $19 Shares 220 Est. Cost $69.88 Unrealized +11.1%
WOR WORTHINGTON IND INC 0.0%
Value ($000) $19 Shares 500 Est. Cost $20.24 Unrealized -11.8%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $19 Shares 320 Est. Cost $64.45 Unrealized -31.3%
GIS GENERAL MILLS INC 0.0%
Value ($000) $18 Shares 300 Est. Cost $35.24 Unrealized +41.6%
ICUI ICU MEDIAL INC 0.0%
Value ($000) $18 Shares 100 Est. Cost $66.13 Unrealized +200.4%
VTEB VANGUARD TAX-EXEMPT BOND EFT 0.0%
Value ($000) $18 Shares 330 Est. Cost $51.52 Unrealized
LOB LIVE OAK BANCSHARES INC 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $21.20 Unrealized -36.0%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $15 Shares 51 Est. Cost $229.39 Unrealized +18.2%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $15 Shares 825 Est. Cost $57.36 Unrealized -74.2%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $15 Shares 200 Est. Cost $61.47 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $14 Shares 250 Est. Cost $47.48 Unrealized 0.0%
SHOP SHOPIFY INC 0.0%
Value ($000) $14 Shares 15 Est. Cost $26.03 Unrealized +166.6%
IWF ISHARES RUSSELL 1000 GROWTH INDEX FUND 0.0%
Value ($000) $14 Shares 73 Est. Cost $135.14 Unrealized
VB VANGUARD INDEX FDS SMALL CP ETF 0.0%
Value ($000) $14 Shares 99 Est. Cost $148.95 Unrealized
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $13 Shares 583 Est. Cost $17.13 Unrealized 0.0%
IWB ISHARES TR RUS 1000 ETF 0.0%
Value ($000) $13 Shares 77 Est. Cost $113.82 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $13 Shares 317 Est. Cost $51.63 Unrealized -36.3%
NUE NUCOR CORP 0.0%
Value ($000) $13 Shares 317 Est. Cost $49.09 Unrealized -25.8%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $13 Shares 101 Est. Cost $121591.41 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $12 Shares 257 Est. Cost $22.18 Unrealized +83.6%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $12 Shares 202 Est. Cost $48.25 Unrealized +6.2%
BAC BANKAMERICA CORP NEW 0.0%
Value ($000) $12 Shares 510 Est. Cost $19.42 Unrealized +5.9%
CLX CLOROX COMPANY 0.0%
Value ($000) $11 Shares 52 Est. Cost $125.69 Unrealized +34.2%
STT STATE STREET CORP 0.0%
Value ($000) $11 Shares 174 Est. Cost $44.85 Unrealized +12.0%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $10 Shares 300 Est. Cost $67.50 Unrealized
NVS NOVARTIS A G SPONSORED ADR 0.0%
Value ($000) $10 Shares 117 Est. Cost $27218.37 Unrealized
GLW CORNING INCORPORATED 0.0%
Value ($000) $9 Shares 347 Est. Cost $20.50 Unrealized -5.4%
WFC WELLS FARGO & COMPANY NEW 0.0%
Value ($000) $9 Shares 353 Est. Cost $38.45 Unrealized -37.6%
TRMB TRIMBLE NAVIGATION 0.0%
Value ($000) $9 Shares 200 Est. Cost $22.08 Unrealized +69.8%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $8 Shares 85 Est. Cost $105.88 Unrealized
IYE ISHARES US ENERGY ETF 0.0%
Value ($000) $8 Shares 375 Est. Cost $24.41 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $7 Shares 136 Est. Cost $33.75 Unrealized +4.3%
EEM ISHARES MSCI EMER MKTS IDX MARKETS INDEX 0.0%
Value ($000) $5 Shares 115 Est. Cost $41.75 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $5 Shares 186 Est. Cost $28.82 Unrealized -2.5%
ROST ROSS STORES INC 0.0%
Value ($000) $5 Shares 60 Est. Cost $85.36 Unrealized +0.4%
CTVA CORTEVA INC 0.0%
Value ($000) $5 Shares 170 Est. Cost $25.02 Unrealized -2.7%
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $5 Shares 277 Est. Cost $65.72 Unrealized -76.5%
RCI ROGERS COMMUNICATIONS INC CL B NON-VTG 0.0%
Value ($000) $4 Shares 100 Est. Cost $47.39 Unrealized -12.1%
RADIUS HEALTH INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $25.00 Unrealized
HCSG HEALTHCARE SVCS GROUP INC 0.0%
Value ($000) $3 Shares 125 Est. Cost $39.20 Unrealized -39.6%
CDW CDW CORP COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $106.19 Unrealized -4.7%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $3 Shares 58 Est. Cost $42.64 Unrealized -3.3%
AIG AMERICAN INTL GROUP 0.0%
Value ($000) $3 Shares 100 Est. Cost $44.32 Unrealized -45.0%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $3 Shares 58 Est. Cost $69.47 Unrealized -26.3%
HANESBRANDS INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $11194.53 Unrealized
CPRI CAPRI HOLDINGS LTD 0.0%
Value ($000) $2 Shares 100 Est. Cost $43.70 Unrealized -66.1%
BLACKROCK COM SBI USD 0.001 0.0%
Value ($000) $2 Shares 201 Est. Cost $12.04 Unrealized
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $2 Shares 150 Est. Cost $38.53 Unrealized -68.5%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $1 Shares 39 Est. Cost $55.56 Unrealized
EQUITRANS MIDSTREAM CORP 0.0%
Value ($000) $1 Shares 80 Est. Cost $14.75 Unrealized
TMOBILE RIGHTS 07/27/2020 0.0%
Value ($000) $0 Shares 1,476 Est. Cost Unrealized
SKT TANGER FACTORY COM 0.0%
Value ($000) $0 Shares 18 Est. Cost Unrealized