CENTRAL BANK & TRUST CO Diversified Active

CIK: 0001175954 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 8, 2020

Total Value ($000): $534,234 (100.0% shares, 0.0% debt)

Holdings (303)

AGG ISHARES TR CORE US AGGREGATE BOND ETF 7.7%
Value ($000) $41,199 Shares 348,972 Est. Cost $112.40 Unrealized
VWOB VANGUARD EMERG MKTS GOV BND ETF 5.4%
Value ($000) $28,656 Shares 363,197 Est. Cost $76.23 Unrealized
SPY SPDR S&P 500 ETF TRUST 3.7%
Value ($000) $19,704 Shares 58,840 Est. Cost $16558.19 Unrealized
NVDA NVIDIA CORP COM 3.6%
Value ($000) $19,381 Shares 35,810 Est. Cost $1.62 Unrealized +615.1%
VWO VANGUARD MSCI EMERGING MARKETS ETF 3.2%
Value ($000) $17,025 Shares 393,821 Est. Cost $1289.54 Unrealized
AAPL APPLE INC 3.0%
Value ($000) $16,184 Shares 139,749 Est. Cost $83.61 Unrealized +26.7%
ADBE ADOBE SYSTEMS INCORPORATED 2.5%
Value ($000) $13,296 Shares 27,111 Est. Cost $90.27 Unrealized +415.3%
VNQ VANGUARD INDEX FDS REIT #986 2.4%
Value ($000) $12,935 Shares 163,825 Est. Cost $11311.15 Unrealized
AMZN AMAZON COM INC 2.3%
Value ($000) $12,548 Shares 3,985 Est. Cost $44.13 Unrealized +257.3%
SPGI S&P GLOBAL INC 2.0%
Value ($000) $10,918 Shares 30,279 Est. Cost $145.47 Unrealized +132.0%
V VISA INC CLASS A 1.8%
Value ($000) $9,752 Shares 48,767 Est. Cost $58.24 Unrealized +230.0%
GOOGL ALPHABET INC CAP STK CL A 1.8%
Value ($000) $9,588 Shares 6,542 Est. Cost $38.23 Unrealized +97.8%
MSFT MICROSOFT CORP 1.8%
Value ($000) $9,556 Shares 45,436 Est. Cost $129.47 Unrealized +55.1%
INTU INTUIT INC 1.5%
Value ($000) $7,814 Shares 23,955 Est. Cost $210.09 Unrealized +44.1%
IYW I SHARES US TECHNOLOGY ETF 1.5%
Value ($000) $7,780 Shares 25,842 Est. Cost $196.75 Unrealized
DG DOLLAR GEN CORP NEW 1.4%
Value ($000) $7,639 Shares 36,442 Est. Cost $109.70 Unrealized +66.0%
COST COSTCO WHOLESALE CORP 1.4%
Value ($000) $7,481 Shares 21,074 Est. Cost $125.90 Unrealized +145.5%
UNH UNITEDHEALTH GROUP INC COM 1.3%
Value ($000) $7,133 Shares 22,881 Est. Cost $162.91 Unrealized +72.6%
CMCSA COMCAST CORP NEW CL A 1.3%
Value ($000) $7,115 Shares 153,842 Est. Cost $32.42 Unrealized +16.0%
EFA ISHARES MSCI EAFE INDEX FD 1.3%
Value ($000) $7,002 Shares 110,008 Est. Cost $63.87 Unrealized
AMGN AMGEN INC 1.3%
Value ($000) $6,932 Shares 27,274 Est. Cost $127.40 Unrealized +64.5%
XLV SECTOR SPDR TR FUND HEALTH CARE 1.3%
Value ($000) $6,792 Shares 64,391 Est. Cost $93.45 Unrealized
HYG ISHARES TR IBOXX USD HIGH YIELD CORP ETF 1.3%
Value ($000) $6,720 Shares 80,091 Est. Cost $82.15 Unrealized
PGR PROGRESSIVE CORP OHIO 1.2%
Value ($000) $6,404 Shares 67,644 Est. Cost $46.92 Unrealized +63.1%
VEA VANGUARD MSCI EURO PACIFIC ETF 1.2%
Value ($000) $6,328 Shares 154,698 Est. Cost $38.79 Unrealized
IWM I SHARES RUSSELL 2000 1.2%
Value ($000) $6,237 Shares 41,636 Est. Cost $10659.82 Unrealized
DHI D R HORTON INC 1.2%
Value ($000) $6,227 Shares 82,334 Est. Cost $51.15 Unrealized +26.5%
MDY SPDR S&P MIDCAP 400 ETF TRUST 1.1%
Value ($000) $6,097 Shares 17,997 Est. Cost $38733.76 Unrealized
HON HONEYWELL INTL INC COM 1.1%
Value ($000) $6,033 Shares 36,651 Est. Cost $76.23 Unrealized +74.8%
TGT TARGET CORP 1.1%
Value ($000) $5,867 Shares 37,271 Est. Cost $83.90 Unrealized +41.4%
ISRG INTUITIVE SURGICAL INC 1.1%
Value ($000) $5,740 Shares 8,090 Est. Cost $176.92 Unrealized +26.9%
NEE NEXTERA ENERGY INC 1.1%
Value ($000) $5,625 Shares 20,268 Est. Cost $35.38 Unrealized +70.4%
URI UNITED RENTALS INC 1.0%
Value ($000) $5,565 Shares 31,891 Est. Cost $128.15 Unrealized +27.1%
QCOM QUALCOMM INC 1.0%
Value ($000) $5,534 Shares 47,027 Est. Cost $70.24 Unrealized +35.5%
UNP UNION PACIFIC CORP 1.0%
Value ($000) $5,314 Shares 26,994 Est. Cost $124.59 Unrealized +32.3%
INTC INTEL CORP 0.9%
Value ($000) $5,057 Shares 97,679 Est. Cost $42.59 Unrealized +9.2%
MCO MOODYS CORP COM 0.9%
Value ($000) $5,054 Shares 17,439 Est. Cost $217.63 Unrealized +25.4%
SYK STRYKER CORP COM 0.9%
Value ($000) $5,013 Shares 24,058 Est. Cost $110.17 Unrealized +66.7%
EBS EMERGENT BIO SOLUTIONS 0.9%
Value ($000) $4,959 Shares 47,995 Est. Cost $75.88 Unrealized +42.1%
SHW SHERWIN WILLIAMS CO COM 0.8%
Value ($000) $4,478 Shares 6,428 Est. Cost $139.53 Unrealized +49.2%
REGN REGENERON PHARMACEUTICALS 0.8%
Value ($000) $4,408 Shares 7,874 Est. Cost $566.03 Unrealized +6.5%
ICE INTERCONTINENTAL EXCHANGE 0.8%
Value ($000) $4,299 Shares 42,965 Est. Cost $52.63 Unrealized +74.8%
HSY HERSHEY COMPANY 0.8%
Value ($000) $4,195 Shares 29,270 Est. Cost $97.68 Unrealized +27.8%
LMT LOCKHEED MARTIN CORP 0.7%
Value ($000) $4,002 Shares 10,442 Est. Cost $322.79 Unrealized +1.9%
EFAV ISHARES EDGE MSCI MIN VOL 0.7%
Value ($000) $3,684 Shares 54,072 Est. Cost $64.02 Unrealized
XEL XCEL ENERGY INC 0.7%
Value ($000) $3,598 Shares 52,140 Est. Cost $38.06 Unrealized +51.2%
XLF SELECT SECTOR FINANCIAL 0.6%
Value ($000) $3,455 Shares 143,609 Est. Cost $26.48 Unrealized
LAM RESEARCH CORP COM 0.6%
Value ($000) $3,419 Shares 10,305 Est. Cost $277.11 Unrealized
CBOE CBOE GLOBAL MARKETS INC 0.6%
Value ($000) $3,333 Shares 37,989 Est. Cost $90.85 Unrealized -7.8%
XLC SELECT SECTOR COMM SERVICES 0.6%
Value ($000) $3,276 Shares 55,146 Est. Cost $47.64 Unrealized
CMBS ISHARES CMBS 0.6%
Value ($000) $3,248 Shares 58,505 Est. Cost $55.08 Unrealized
LHX L3 HARRIS TECHNOLOGIES 0.6%
Value ($000) $3,205 Shares 18,871 Est. Cost $168.03 Unrealized -6.4%
SCZ ISHARES TR EAFE SML CP ETF 0.6%
Value ($000) $3,155 Shares 53,483 Est. Cost $54.52 Unrealized
XLP SECTOR SPDR TR CONS STAPLES 0.5%
Value ($000) $2,903 Shares 45,285 Est. Cost $56.64 Unrealized
META FACEBOOK INC 0.5%
Value ($000) $2,821 Shares 10,773 Est. Cost $131.38 Unrealized +94.9%
ZTS ZOETIS INC 0.5%
Value ($000) $2,798 Shares 16,922 Est. Cost $108.79 Unrealized +34.9%
IJH ISHARES TR S&P MIDCAP 400 0.5%
Value ($000) $2,720 Shares 14,680 Est. Cost $170.11 Unrealized
SBUX STARBUCKS CORPORATION 0.5%
Value ($000) $2,647 Shares 30,806 Est. Cost $44.92 Unrealized +57.6%
XLY SELECT SECTOR CONS DISC 0.5%
Value ($000) $2,614 Shares 17,784 Est. Cost $116.10 Unrealized
DPZ DOMINO'S PIZZA INC 0.5%
Value ($000) $2,501 Shares 5,882 Est. Cost $68.05 Unrealized +447.3%
MAS MASCO CORPORATION 0.5%
Value ($000) $2,468 Shares 44,763 Est. Cost $25.59 Unrealized +99.3%
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $2,392 Shares 17,213 Est. Cost $72.20 Unrealized +61.1%
BIIB BIOGEN INC 0.4%
Value ($000) $2,365 Shares 8,337 Est. Cost $242.31 Unrealized +15.1%
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $2,238 Shares 22,327 Est. Cost $109.24 Unrealized -15.9%
TJX TJX COS INC NEW 0.4%
Value ($000) $2,212 Shares 39,743 Est. Cost $38.13 Unrealized +31.2%
IJR ISHARES S&P SMALLCAP 600 INDEX FUND 0.4%
Value ($000) $2,197 Shares 31,290 Est. Cost $68.90 Unrealized
PSX PHILLIPS 66 0.4%
Value ($000) $2,113 Shares 40,765 Est. Cost $58.96 Unrealized -16.8%
HUM HUMANA INC 0.4%
Value ($000) $2,054 Shares 4,962 Est. Cost $71.82 Unrealized +433.3%
D DOMINION RES INC VA 0.4%
Value ($000) $1,945 Shares 24,646 Est. Cost $60.50 Unrealized +2.5%
IVV ISHARES S&P 500 INDEX FUND US 0.3%
Value ($000) $1,804 Shares 5,367 Est. Cost $1238.55 Unrealized
NOW SERVICENOW INC 0.3%
Value ($000) $1,794 Shares 3,699 Est. Cost $79.25 Unrealized +12.7%
TXN TEXAS INSTRUMENTS INC 0.3%
Value ($000) $1,763 Shares 12,348 Est. Cost $78.68 Unrealized +48.5%
DIS DISNEY (WALT) COMPANY HOLDING CO 0.3%
Value ($000) $1,752 Shares 14,119 Est. Cost $66.76 Unrealized +82.9%
CRM SALESFORCE.COM 0.3%
Value ($000) $1,711 Shares 6,809 Est. Cost $72.85 Unrealized +196.9%
HD HOME DEPOT INC 0.3%
Value ($000) $1,623 Shares 5,846 Est. Cost $97.73 Unrealized +143.2%
VLO VALERO ENERGY CORP 0.3%
Value ($000) $1,547 Shares 35,711 Est. Cost $40.50 Unrealized +5.2%
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $1,535 Shares 25,453 Est. Cost $43.77 Unrealized +11.0%
XLI SECTOR SPDR INDUSTRIALS 0.3%
Value ($000) $1,430 Shares 18,577 Est. Cost $75.22 Unrealized
NFLX NETFLIX COM 0.3%
Value ($000) $1,380 Shares 2,760 Est. Cost $44.82 Unrealized +11.0%
NOC NORTHROP GRUMMAN CORP COM 0.3%
Value ($000) $1,380 Shares 4,375 Est. Cost $278.32 Unrealized +7.1%
AEE AMEREN CORP 0.3%
Value ($000) $1,369 Shares 17,315 Est. Cost $59.30 Unrealized +13.0%
MRK MERCK & CO INC NEW 0.2%
Value ($000) $1,332 Shares 16,069 Est. Cost $54.11 Unrealized +21.8%
LOW LOWES COS INC COM 0.2%
Value ($000) $1,308 Shares 7,886 Est. Cost $68.09 Unrealized +105.4%
XLU SECTOR SPDR UTILITIES 0.2%
Value ($000) $1,301 Shares 21,918 Est. Cost $58.86 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $1,219 Shares 2,760 Est. Cost $237.74 Unrealized +71.4%
WMT WAL-MART STORES INC COM 0.2%
Value ($000) $1,158 Shares 8,280 Est. Cost $36.22 Unrealized +14.0%
LDOS LEIDOS HOLDINGS INC 0.2%
Value ($000) $1,150 Shares 12,903 Est. Cost $82.07 Unrealized +2.5%
ORCL ORACLE CORPORATION 0.2%
Value ($000) $1,043 Shares 17,468 Est. Cost $28.02 Unrealized +88.2%
ALL ALLSTATE CORP 0.2%
Value ($000) $1,021 Shares 10,843 Est. Cost $88.96 Unrealized -8.1%
FISV FISERV INC USD 0.01 0.2%
Value ($000) $1,013 Shares 9,832 Est. Cost $47.12 Unrealized +111.4%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $982 Shares 6,593 Est. Cost $64.37 Unrealized +97.3%
WM WASTE MANAGEMENT INC NEW 0.2%
Value ($000) $917 Shares 8,104 Est. Cost $93.93 Unrealized +7.9%
ABT ABBOTT LABORATORIES 0.2%
Value ($000) $876 Shares 8,053 Est. Cost $63.07 Unrealized +46.4%
PFE PFIZER INC 0.2%
Value ($000) $819 Shares 22,303 Est. Cost $17.83 Unrealized +52.1%
VZ VERIZON COMMUNICATIONS INC USD 0.1%
Value ($000) $784 Shares 13,186 Est. Cost $35.27 Unrealized +20.7%
TSLA TESLA, INC 0.1%
Value ($000) $751 Shares 1,750 Est. Cost $102.75 Unrealized +14.9%
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $694 Shares 3,594 Est. Cost $100.99 Unrealized +65.7%
CVX CHEVRON CORPORATION 0.1%
Value ($000) $693 Shares 9,620 Est. Cost $71.68 Unrealized -7.2%
CMI CUMMINS INC 0.1%
Value ($000) $654 Shares 3,099 Est. Cost $138.05 Unrealized +26.7%
TMUS T MOBILE US INC 0.1%
Value ($000) $608 Shares 5,321 Est. Cost $94.16 Unrealized +13.7%
VOO VANGUARD INDEX FUNDS S&P 500 ETF 0.1%
Value ($000) $608 Shares 1,976 Est. Cost $269.26 Unrealized
XLE SECTOR SPDR TR ENERGY 0.1%
Value ($000) $569 Shares 18,988 Est. Cost $64.02 Unrealized
JPM J P MORGAN CHASE & CO 0.1%
Value ($000) $549 Shares 5,706 Est. Cost $69.76 Unrealized +22.5%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.1%
Value ($000) $530 Shares 8,320 Est. Cost $61.38 Unrealized
XLB SECTOR SPDR BASIC MATERIALS 0.1%
Value ($000) $505 Shares 7,943 Est. Cost $53.06 Unrealized
KR KROGER CO 0.1%
Value ($000) $484 Shares 14,276 Est. Cost $30.04 Unrealized +2.5%
PEP PEPSICO INC 0.1%
Value ($000) $477 Shares 3,444 Est. Cost $62.75 Unrealized +83.5%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $465 Shares 11,816 Est. Cost $20.28 Unrealized +82.8%
NKE NIKE INC CL B 0.1%
Value ($000) $465 Shares 3,702 Est. Cost $53.89 Unrealized +84.9%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $465 Shares 2,000 Est. Cost $103.32 Unrealized +118.1%
MCD MCDONALDS CORP 0.1%
Value ($000) $453 Shares 2,064 Est. Cost $90.87 Unrealized +99.6%
XYZ SQUARE INC CLASS A 0.1%
Value ($000) $450 Shares 2,768 Est. Cost $72.93 Unrealized +93.6%
KO COCA COLA CO 0.1%
Value ($000) $433 Shares 8,765 Est. Cost $32.62 Unrealized +25.1%
ADSK AUTODESK INC 0.1%
Value ($000) $429 Shares 1,855 Est. Cost $135.07 Unrealized +75.9%
T AT&T INC 0.1%
Value ($000) $428 Shares 15,014 Est. Cost $14.44 Unrealized +7.8%
SCHW CHARLES SCHWAB CORP 0.1%
Value ($000) $387 Shares 10,690 Est. Cost $31.99 Unrealized +1.3%
IWR ISHARES RUSSELL MID CAP INDEX 0.1%
Value ($000) $380 Shares 6,620 Est. Cost $1395.65 Unrealized
VPL VANGUARD MSCI PACIFIC ETF 0.1%
Value ($000) $367 Shares 5,394 Est. Cost $5431.74 Unrealized
EQT EQT CORP 0.1%
Value ($000) $348 Shares 26,885 Est. Cost $12.66 Unrealized +8.9%
MTDR MATADOR RES CO 0.1%
Value ($000) $346 Shares 41,870 Est. Cost $17.33 Unrealized -48.3%
LLY LILLY ELI & CO 0.1%
Value ($000) $322 Shares 2,174 Est. Cost $100.03 Unrealized +45.7%
IYY ISHARES DOW JONES U.S. ETF 0.1%
Value ($000) $310 Shares 1,860 Est. Cost $166.67 Unrealized
PKG PACKAGING CORP AMER COM 0.1%
Value ($000) $290 Shares 2,659 Est. Cost $54.97 Unrealized +58.1%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $275 Shares 3,667 Est. Cost $50.85 Unrealized +15.8%
MNST MONSTER BEVERAGE CORP NEW COM 0.1%
Value ($000) $275 Shares 3,428 Est. Cost $28.24 Unrealized +39.9%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $267 Shares 1,865 Est. Cost $26.36 Unrealized 0.0%
UPS UNITED PARCEL SERVICE 0.0%
Value ($000) $255 Shares 1,530 Est. Cost $117.34 Unrealized 0.0%
ZM ZOOM VIDEO COMMUNICATIONS 0.0%
Value ($000) $248 Shares 527 Est. Cost $319.79 Unrealized 0.0%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $245 Shares 167 Est. Cost $36.65 Unrealized +106.6%
DLN WISDOMTREE US LARGE CAP DIV FD 0.0%
Value ($000) $245 Shares 2,527 Est. Cost $96.95 Unrealized
PYPL PAYPAL HLDGINGS INC 0.0%
Value ($000) $241 Shares 1,222 Est. Cost $83.67 Unrealized +124.6%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $241 Shares 4,175 Est. Cost $2254.22 Unrealized
CSX CSX CORP 0.0%
Value ($000) $232 Shares 2,993 Est. Cost $22.44 Unrealized +2.3%
MAR MARRIOTT INTL INC CLASS A 0.0%
Value ($000) $228 Shares 2,461 Est. Cost $89.64 Unrealized +1.5%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $220 Shares 6,418 Est. Cost $53.46 Unrealized -39.5%
MDT MEDTRONIC PLC 0.0%
Value ($000) $212 Shares 2,036 Est. Cost $90.03 Unrealized -4.2%
PPG PPG INDS INC COM 0.0%
Value ($000) $201 Shares 1,650 Est. Cost $79.61 Unrealized +32.3%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $195 Shares 2,205 Est. Cost $47.79 Unrealized +39.6%
CTBI COMMUNITY TRUST BANK 0.0%
Value ($000) $192 Shares 6,779 Est. Cost $23.48 Unrealized +7.4%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $185 Shares 2,259 Est. Cost $60.19 Unrealized +23.4%
VTWO VANGUARD RUSSELL 0.0%
Value ($000) $183 Shares 1,516 Est. Cost $103.70 Unrealized
REMARK HOLDINGS INC 0.0%
Value ($000) $181 Shares 156,146 Est. Cost $1.16 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $176 Shares 2,920 Est. Cost $53.64 Unrealized
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $176 Shares 8,799 Est. Cost $20.00 Unrealized
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $169 Shares 773 Est. Cost $126.44 Unrealized +50.9%
DISCOVERY COMMUNICATIONSL INC CL A 0.0%
Value ($000) $168 Shares 7,736 Est. Cost $26.00 Unrealized
VTI VANGUARD TOTAL STOCK MKT ETF 0.0%
Value ($000) $168 Shares 987 Est. Cost $42909.09 Unrealized
PZZA PAPA JOHNS INC 0.0%
Value ($000) $165 Shares 2,000 Est. Cost $41.00 Unrealized +93.5%
BA BOEING CO 0.0%
Value ($000) $162 Shares 978 Est. Cost $197.00 Unrealized -13.5%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $159 Shares 2,678 Est. Cost $58.07 Unrealized +1.4%
FDX FEDEX CORPORATION 0.0%
Value ($000) $158 Shares 630 Est. Cost $151.89 Unrealized +19.1%
FAST FASTENAL CO 0.0%
Value ($000) $158 Shares 3,510 Est. Cost $20.06 Unrealized 0.0%
CVS CVS CAREMARK CORP 0.0%
Value ($000) $158 Shares 2,707 Est. Cost $55.93 Unrealized -6.4%
IJT ISHARES TR SP SMCP600GR ETF 0.0%
Value ($000) $153 Shares 867 Est. Cost $122.80 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $147 Shares 1,206 Est. Cost $111.02 Unrealized -15.5%
PNC PNC FINANCIAL SERVICES GROUPINC 0.0%
Value ($000) $146 Shares 1,330 Est. Cost $65.77 Unrealized +34.9%
BABA ALIBABA 0.0%
Value ($000) $146 Shares 497 Est. Cost $215.23 Unrealized
FVD FIRST TRUST VL DIVIDEND 0.0%
Value ($000) $143 Shares 4,533 Est. Cost $31.55 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $141 Shares 2,571 Est. Cost $54.84 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $140 Shares 2,129 Est. Cost $45.44 Unrealized +29.4%
EOG EOG RES INC 0.0%
Value ($000) $128 Shares 3,575 Est. Cost $66.91 Unrealized -47.9%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $128 Shares 471 Est. Cost $270.85 Unrealized +1.9%
MO ALTRIA GROUP INC 0.0%
Value ($000) $127 Shares 3,280 Est. Cost $19.80 Unrealized +37.3%
ACN ACCENTURE PLC 0.0%
Value ($000) $124 Shares 550 Est. Cost $119.48 Unrealized +77.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $117 Shares 551 Est. Cost $132.25 Unrealized +54.7%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $111 Shares 864 Est. Cost $72.69 Unrealized +44.4%
VGT VANGUARD INFORMATION TECHONOLGY 0.0%
Value ($000) $109 Shares 350 Est. Cost $211.16 Unrealized
DHR DANAHER CORP DEL COM 0.0%
Value ($000) $106 Shares 494 Est. Cost $43.06 Unrealized +303.4%
GLD SPDR GOLD TR 0.0%
Value ($000) $104 Shares 587 Est. Cost $5927.38 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $100 Shares 275 Est. Cost $19.73 Unrealized +50.3%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $97 Shares 1,217 Est. Cost $38.44 Unrealized +67.9%
MLM MARTIN MARIETTA MATLS 0.0%
Value ($000) $93 Shares 395 Est. Cost $89.34 Unrealized +133.8%
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value ($000) $91 Shares 6,040 Est. Cost $9.11 Unrealized
KLAC KLA-TENCOR CORPORATION 0.0%
Value ($000) $87 Shares 448 Est. Cost $186.13 Unrealized 0.0%
XPRESSPA GROUP INC NPV 0.0%
Value ($000) $85 Shares 43,333 Est. Cost $1.96 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $85 Shares 2,359 Est. Cost $34.07 Unrealized -15.1%
ABBV ABBVIE INC USD 0.01 0.0%
Value ($000) $82 Shares 933 Est. Cost $52.72 Unrealized +44.8%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $77 Shares 1,000 Est. Cost $47.98 Unrealized +40.3%
GENERAL ELECTRIC CO 0.0%
Value ($000) $75 Shares 12,033 Est. Cost $13766.77 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $74 Shares 1,328 Est. Cost $27.24 Unrealized -22.6%
LINDE PLC EUR 0.0%
Value ($000) $71 Shares 300 Est. Cost $156.41 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $69 Shares 500 Est. Cost $128.16 Unrealized +2.2%
DE DEERE & CO 0.0%
Value ($000) $69 Shares 311 Est. Cost $133.20 Unrealized +35.0%
MMM 3M CO 0.0%
Value ($000) $68 Shares 425 Est. Cost $100.09 Unrealized +10.3%
DOW DOW INC 0.0%
Value ($000) $62 Shares 1,328 Est. Cost $36.05 Unrealized -7.1%
CI CIGNA CORP NEW 0.0%
Value ($000) $61 Shares 360 Est. Cost $190.77 Unrealized -15.6%
EQUITRANS MIDSTREAM CORP 0.0%
Value ($000) $61 Shares 7,180 Est. Cost $8.57 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $59 Shares 58 Est. Cost $80.44 Unrealized +23.6%
ISHARES GOLD TRUST 0.0%
Value ($000) $59 Shares 3,300 Est. Cost $12.12 Unrealized
MKL MARKEL CORPORATION (HOLDING COMPANY) 0.0%
Value ($000) $58 Shares 60 Est. Cost $523.59 Unrealized +94.0%
HOLX HOLOGIC INCORPORATED 0.0%
Value ($000) $58 Shares 872 Est. Cost $38.19 Unrealized +65.7%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $57 Shares 900 Est. Cost $57.30 Unrealized -2.1%
WSBC WESBANCO INC 0.0%
Value ($000) $54 Shares 2,521 Est. Cost $21.26 Unrealized 0.0%
XILINX INC 0.0%
Value ($000) $53 Shares 506 Est. Cost $85.51 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $50 Shares 250 Est. Cost $117.38 Unrealized +60.5%
ELV ANTHEM INC 0.0%
Value ($000) $50 Shares 186 Est. Cost $151.17 Unrealized +65.4%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $48 Shares 174 Est. Cost $275.86 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $46 Shares 397 Est. Cost $69.52 Unrealized +53.1%
GPC GENUINE PARTS CO 0.0%
Value ($000) $46 Shares 479 Est. Cost $85.31 Unrealized -6.2%
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $45 Shares 325 Est. Cost $82.28 Unrealized +51.9%
NVAX NOVAVAX INC 0.0%
Value ($000) $43 Shares 400 Est. Cost $38.25 Unrealized +218.5%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $43 Shares 543 Est. Cost $79.19 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $42 Shares 223 Est. Cost $121.82 Unrealized +37.1%
SYY SYSCO CORP COM 0.0%
Value ($000) $41 Shares 665 Est. Cost $58.68 Unrealized -14.1%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $41 Shares 700 Est. Cost $30.64 Unrealized +58.5%
PROSHARES SHORT S&P 500 0.0%
Value ($000) $41 Shares 2,000 Est. Cost $22.50 Unrealized
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $40 Shares 260 Est. Cost $66.59 Unrealized +112.3%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $40 Shares 701 Est. Cost $54.61 Unrealized -1.7%
TRV TRAVELERS COS INC 0.0%
Value ($000) $39 Shares 360 Est. Cost $97.61 Unrealized +5.0%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $37 Shares 254 Est. Cost $127.84 Unrealized 0.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $36 Shares 1,203 Est. Cost $46.27 Unrealized -44.1%
MA MASTERCARD INCORPORATE 0.0%
Value ($000) $36 Shares 105 Est. Cost $167.75 Unrealized +88.2%
VYM VANGUARD HIGH DIVIDEND YIELDETF 0.0%
Value ($000) $35 Shares 435 Est. Cost $80.46 Unrealized
AEP AMERICAN ELECTRIC POWER CO 0.0%
Value ($000) $33 Shares 400 Est. Cost $35.97 Unrealized +88.5%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $33 Shares 164 Est. Cost $165.10 Unrealized +10.7%
BRISTOL MYERS SQUIBB COMPANY 03-31-2021 0.0%
Value ($000) $32 Shares 14,117 Est. Cost $3.00 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $28 Shares 294 Est. Cost $44.58 Unrealized +75.2%
MRNA MODERNA INC 0.0%
Value ($000) $28 Shares 395 Est. Cost $54.76 Unrealized +27.3%
IYC ISHARES US CONSUMER SERVICESETF 0.0%
Value ($000) $26 Shares 102 Est. Cost $176.47 Unrealized
LOB LIVE OAK BANCSHARES INC 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $21.20 Unrealized -8.1%
LULU LULULEMON ATHLETICA INC USD 0.01 0.0%
Value ($000) $25 Shares 75 Est. Cost $186.88 Unrealized +78.6%
WORKHORSE GROUP INC 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $25.00 Unrealized
TFC TRUIST FINANCIAL CORPORATION 0.0%
Value ($000) $23 Shares 602 Est. Cost $40.89 Unrealized -28.2%
SIRIUS XM HLDGS INC 0.0%
Value ($000) $20 Shares 3,700 Est. Cost $5.12 Unrealized
WOR WORTHINGTON IND INC 0.0%
Value ($000) $20 Shares 500 Est. Cost $20.24 Unrealized +20.4%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $20 Shares 320 Est. Cost $64.45 Unrealized -21.8%
GIS GENERAL MILLS INC 0.0%
Value ($000) $19 Shares 300 Est. Cost $35.24 Unrealized +47.9%
APOLLO SENIOR FLOATING RATE 0.0%
Value ($000) $19 Shares 1,500 Est. Cost $12.67 Unrealized
SO SOUTHERN COMPANY 0.0%
Value ($000) $19 Shares 350 Est. Cost $43.54 Unrealized 0.0%
ICUI ICU MEDIAL INC 0.0%
Value ($000) $18 Shares 100 Est. Cost $66.13 Unrealized +184.7%
FIRST EAGLE SR LN FD 0.0%
Value ($000) $18 Shares 1,450 Est. Cost $12.41 Unrealized
BLACKROCK CORE BOND TRUST SH BEN INT 0.0%
Value ($000) $18 Shares 1,120 Est. Cost $16.07 Unrealized
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $18 Shares 220 Est. Cost $69.88 Unrealized +7.6%
EBAY EBAY INC COM 0.0%
Value ($000) $17 Shares 331 Est. Cost $35.53 Unrealized +41.4%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $16 Shares 493 Est. Cost $44.34 Unrealized -29.6%
IWF ISHARES RUSSELL 1000 GROWTH INDEX FUND 0.0%
Value ($000) $16 Shares 73 Est. Cost $135.14 Unrealized
BP BP AMOCO P L C 0.0%
Value ($000) $16 Shares 928 Est. Cost $6162.30 Unrealized
VB VANGUARD INDEX FDS SMALL CP ETF 0.0%
Value ($000) $15 Shares 99 Est. Cost $148.95 Unrealized
JOHN HANCOCK INCOME SECS TR 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $15.00 Unrealized
TIP ISHARES BARCLAYS TIPS BOND FUND 0.0%
Value ($000) $15 Shares 120 Est. Cost $125.00 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $15 Shares 500 Est. Cost $28.05 Unrealized 0.0%
NUE NUCOR CORP 0.0%
Value ($000) $14 Shares 317 Est. Cost $49.09 Unrealized -17.9%
CAT CATERPILLAR INC 0.0%
Value ($000) $14 Shares 95 Est. Cost $126.81 Unrealized 0.0%
IWB ISHARES TR RUS 1000 ETF 0.0%
Value ($000) $14 Shares 77 Est. Cost $113.82 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $13 Shares 101 Est. Cost $121591.41 Unrealized
NUVEEN QUALITY PFD INCOME FD2 0.0%
Value ($000) $13 Shares 1,500 Est. Cost $8.67 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $13 Shares 257 Est. Cost $22.18 Unrealized +98.5%
BLACKROCK COMMON STOCK 0.0%
Value ($000) $12 Shares 900 Est. Cost $13.33 Unrealized
BARCLAYS IPATH SER B S&P 500VIX SHORT TERM 0.0%
Value ($000) $12 Shares 500 Est. Cost $24.00 Unrealized
GLW CORNING INCORPORATED 0.0%
Value ($000) $11 Shares 347 Est. Cost $20.50 Unrealized +30.0%
CLX CLOROX COMPANY 0.0%
Value ($000) $11 Shares 52 Est. Cost $125.69 Unrealized +50.3%
NUVEEN ENH COM 0.0%
Value ($000) $10 Shares 700 Est. Cost $14.29 Unrealized
NVS NOVARTIS A G SPONSORED ADR 0.0%
Value ($000) $10 Shares 117 Est. Cost $27218.37 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $10 Shares 174 Est. Cost $44.85 Unrealized +21.5%
PUTNAM MUN COM SBI NPV 0.0%
Value ($000) $10 Shares 800 Est. Cost $12.50 Unrealized
TRMB TRIMBLE NAVIGATION 0.0%
Value ($000) $10 Shares 200 Est. Cost $22.08 Unrealized +116.4%
VTEB VANGUARD TAX-EXEMPT BOND EFT 0.0%
Value ($000) $10 Shares 180 Est. Cost $51.52 Unrealized
WESTERN ASSET INFLATION-LNKDOPPORTUNITIES 0.0%
Value ($000) $9 Shares 775 Est. Cost $11.61 Unrealized
ARES DYNAMIC COM 0.0%
Value ($000) $9 Shares 700 Est. Cost $12.86 Unrealized
WESTERN ASSET GLOBAL CORP DFND OPPORTUNITY 0.0%
Value ($000) $9 Shares 550 Est. Cost $16.36 Unrealized
AIVL WISDOMTREE US DIVIDEND EX-FINANCIALS FD 0.0%
Value ($000) $8 Shares 100 Est. Cost $80.00 Unrealized
HDV ISHARES TR ISHARES CORE HIGHDIVIDEND 0.0%
Value ($000) $8 Shares 100 Est. Cost $80.00 Unrealized
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $8 Shares 650 Est. Cost $18.53 Unrealized -32.4%
FIRST TRUST INTERMEDIATE 0.0%
Value ($000) $8 Shares 350 Est. Cost $22.86 Unrealized
HANCOCK JOHN TAX ADVANTAGED DIVIDEND FUND 0.0%
Value ($000) $8 Shares 400 Est. Cost $20.00 Unrealized
HANCOCK JOHN PFD INCOME FD 0.0%
Value ($000) $8 Shares 400 Est. Cost $20.00 Unrealized
HYZD WISDOMTREE INTEREST RATE HEDGED H/Y BD FD 0.0%
Value ($000) $8 Shares 400 Est. Cost $20.00 Unrealized
PUTNAM MASTER INTERMEDIATE INCOME TR 0.0%
Value ($000) $8 Shares 2,000 Est. Cost $4.00 Unrealized
BLACKROCK DEBT STRATEGIES 0.0%
Value ($000) $8 Shares 816 Est. Cost $9.80 Unrealized
WFC WELLS FARGO & COMPANY NEW 0.0%
Value ($000) $8 Shares 353 Est. Cost $38.45 Unrealized -43.2%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $8 Shares 300 Est. Cost $67.50 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $8 Shares 85 Est. Cost $105.88 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $7 Shares 186 Est. Cost $28.82 Unrealized +15.6%
VIG VANGUARD S DIVIDEND APPRECIATION 0.0%
Value ($000) $6 Shares 50 Est. Cost $120.00 Unrealized
IYE ISHARES US ENERGY ETF 0.0%
Value ($000) $6 Shares 375 Est. Cost $24.41 Unrealized
DVY ISHARES DJ SELECT DIV ETF SELECT DIVID ETF 0.0%
Value ($000) $6 Shares 75 Est. Cost $80.00 Unrealized
EEM ISHARES MSCI EMER MKTS IDX MARKETS INDEX 0.0%
Value ($000) $5 Shares 115 Est. Cost $41.75 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $5 Shares 179 Est. Cost $25.09 Unrealized +5.5%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $5 Shares 529 Est. Cost $57.36 Unrealized -76.9%
WALGREENS BOOTS ALLIANCE 0.0%
Value ($000) $5 Shares 126 Est. Cost $39.68 Unrealized
CDW CDW CORP COM 0.0%
Value ($000) $4 Shares 30 Est. Cost $106.19 Unrealized +1.0%
WESTERN ASSET MANAGED MUNICIPALS 0.0%
Value ($000) $4 Shares 300 Est. Cost $13.33 Unrealized
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $4 Shares 143 Est. Cost $17.13 Unrealized +53.9%
RCI ROGERS COMMUNICATIONS INC CL B NON-VTG 0.0%
Value ($000) $4 Shares 100 Est. Cost $47.39 Unrealized -13.4%
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $4 Shares 277 Est. Cost $65.72 Unrealized -74.8%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $3 Shares 58 Est. Cost $42.64 Unrealized -3.2%
MDU MDU RESOURCES GROUP INC 0.0%
Value ($000) $3 Shares 141 Est. Cost $7.32 Unrealized 0.0%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $3 Shares 58 Est. Cost $69.47 Unrealized -24.6%
MS MORGAN STANLEY 0.0%
Value ($000) $3 Shares 68 Est. Cost $33.75 Unrealized +26.0%
HYS PIMCO 0-5 YEAR HI-YIELD ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $100.00 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $11194.53 Unrealized
HCSG HEALTHCARE SVCS GROUP INC 0.0%
Value ($000) $3 Shares 125 Est. Cost $39.20 Unrealized -40.5%
AIG AMERICAN INTL GROUP 0.0%
Value ($000) $3 Shares 100 Est. Cost $44.32 Unrealized -41.0%
BLACKROCK COM SBI USD 0.001 0.0%
Value ($000) $2 Shares 201 Est. Cost $12.04 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $2 Shares 30 Est. Cost $47.48 Unrealized +18.9%
RADIUS HEALTH INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $25.00 Unrealized
HAL HALLIBURTON COMPANY 0.0%
Value ($000) $2 Shares 201 Est. Cost $13.17 Unrealized 0.0%
CPRI CAPRI HOLDINGS LTD 0.0%
Value ($000) $2 Shares 100 Est. Cost $43.70 Unrealized -61.2%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $1 Shares 39 Est. Cost $55.56 Unrealized
SYF SYNCHRONY FINL COM 0.0%
Value ($000) $1 Shares 36 Est. Cost $21.42 Unrealized 0.0%
VTIP VANGUARD SHORT TERM INFLATION PROTECTED 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
WAB WABTEC CORPORATION 0.0%
Value ($000) $0 Shares 3 Est. Cost $62.20 Unrealized 0.0%
OXY/WS OCCIDENTAL PETROLEUM CORP WARRANTS 0.0%
Value ($000) $0 Shares 89 Est. Cost Unrealized