CENTRAL BANK & TRUST CO Diversified Active

CIK: 0001175954 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Jan 12, 2021

Total Value ($000): $578,896 (100.0% shares, 0.0% debt)

Holdings (274)

AGG ISHARES TR CORE US AGGREGATE BOND ETF 6.8%
Value ($000) $39,358 Shares 333,009 Est. Cost $112.40 Unrealized
VWOB VANGUARD EMERG MKTS GOV BND ETF 5.4%
Value ($000) $31,045 Shares 377,221 Est. Cost $76.45 Unrealized
SPY SPDR S&P 500 ETF TRUST 3.7%
Value ($000) $21,405 Shares 57,251 Est. Cost $16558.19 Unrealized
VWO VANGUARD MSCI EMERGING MARKETS ETF 3.3%
Value ($000) $19,061 Shares 380,391 Est. Cost $1289.54 Unrealized
NVDA NVIDIA CORP COM 3.2%
Value ($000) $18,810 Shares 36,020 Est. Cost $1.62 Unrealized +723.0%
AAPL APPLE INC 3.1%
Value ($000) $18,103 Shares 136,431 Est. Cost $83.61 Unrealized +39.9%
VNQ VANGUARD INDEX FDS REIT #986 2.5%
Value ($000) $14,278 Shares 168,120 Est. Cost $11024.35 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 2.3%
Value ($000) $13,523 Shares 27,041 Est. Cost $90.27 Unrealized +435.2%
AMZN AMAZON COM INC 2.3%
Value ($000) $13,057 Shares 4,009 Est. Cost $44.13 Unrealized +261.6%
GOOGL ALPHABET INC CAP STK CL A 2.0%
Value ($000) $11,495 Shares 6,559 Est. Cost $38.23 Unrealized +118.4%
V VISA INC CLASS A 1.8%
Value ($000) $10,687 Shares 48,858 Est. Cost $58.24 Unrealized +238.6%
MSFT MICROSOFT CORP 1.8%
Value ($000) $10,318 Shares 46,391 Est. Cost $131.04 Unrealized +57.2%
SPGI S&P GLOBAL INC 1.7%
Value ($000) $9,950 Shares 30,268 Est. Cost $145.47 Unrealized +122.2%
INTU INTUIT INC 1.6%
Value ($000) $9,040 Shares 23,800 Est. Cost $210.09 Unrealized +62.0%
IYW I SHARES US TECHNOLOGY ETF 1.5%
Value ($000) $8,717 Shares 102,456 Est. Cost $113.25 Unrealized
IWM I SHARES RUSSELL 2000 1.4%
Value ($000) $8,206 Shares 41,858 Est. Cost $10659.82 Unrealized
EFA ISHARES MSCI EAFE INDEX FD 1.4%
Value ($000) $8,169 Shares 111,979 Est. Cost $64.03 Unrealized
CMCSA COMCAST CORP NEW CL A 1.4%
Value ($000) $8,141 Shares 155,362 Est. Cost $32.42 Unrealized +28.5%
UNH UNITEDHEALTH GROUP INC COM 1.4%
Value ($000) $8,064 Shares 22,996 Est. Cost $162.91 Unrealized +89.2%
COST COSTCO WHOLESALE CORP 1.4%
Value ($000) $7,992 Shares 21,212 Est. Cost $125.90 Unrealized +175.9%
VEA VANGUARD MSCI EURO PACIFIC ETF 1.4%
Value ($000) $7,934 Shares 168,097 Est. Cost $39.46 Unrealized
DG DOLLAR GEN CORP NEW 1.3%
Value ($000) $7,739 Shares 36,801 Est. Cost $109.70 Unrealized +80.5%
MDY SPDR S&P MIDCAP 400 ETF TRUST 1.3%
Value ($000) $7,730 Shares 18,408 Est. Cost $37878.32 Unrealized
URI UNITED RENTALS INC 1.3%
Value ($000) $7,406 Shares 31,937 Est. Cost $128.15 Unrealized +59.7%
XLV SECTOR SPDR TR FUND HEALTH CARE 1.3%
Value ($000) $7,291 Shares 64,268 Est. Cost $93.45 Unrealized
QCOM QUALCOMM INC 1.2%
Value ($000) $7,167 Shares 47,047 Est. Cost $70.24 Unrealized +77.6%
HYG ISHARES TR IBOXX USD HIGH YIELD CORP ETF 1.2%
Value ($000) $6,945 Shares 79,552 Est. Cost $82.15 Unrealized
PGR PROGRESSIVE CORP OHIO 1.2%
Value ($000) $6,735 Shares 68,113 Est. Cost $46.92 Unrealized +71.8%
TGT TARGET CORP 1.1%
Value ($000) $6,615 Shares 37,472 Est. Cost $83.90 Unrealized +72.7%
ISRG INTUITIVE SURGICAL INC 1.1%
Value ($000) $6,614 Shares 8,085 Est. Cost $176.92 Unrealized +40.3%
AMGN AMGEN INC 1.1%
Value ($000) $6,308 Shares 27,436 Est. Cost $127.40 Unrealized +54.1%
DHI D R HORTON INC 1.0%
Value ($000) $5,938 Shares 86,153 Est. Cost $51.95 Unrealized +33.3%
SYK STRYKER CORP COM 1.0%
Value ($000) $5,842 Shares 23,840 Est. Cost $110.17 Unrealized +94.8%
UNP UNION PACIFIC CORP 1.0%
Value ($000) $5,635 Shares 27,061 Est. Cost $124.59 Unrealized +42.9%
FDX FEDEX CORPORATION 0.9%
Value ($000) $5,440 Shares 20,955 Est. Cost $248.17 Unrealized +1.2%
MCO MOODYS CORP COM 0.9%
Value ($000) $5,056 Shares 17,420 Est. Cost $217.63 Unrealized +23.1%
ICE INTERCONTINENTAL EXCHANGE 0.9%
Value ($000) $4,994 Shares 43,321 Est. Cost $52.63 Unrealized +84.5%
HON HONEYWELL INTL INC COM 0.8%
Value ($000) $4,910 Shares 23,086 Est. Cost $76.23 Unrealized +114.8%
LAM RESEARCH CORP COM 0.8%
Value ($000) $4,817 Shares 10,199 Est. Cost $277.11 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.8%
Value ($000) $4,790 Shares 6,518 Est. Cost $140.74 Unrealized +61.1%
NEE NEXTERA ENERGY INC 0.8%
Value ($000) $4,720 Shares 61,183 Est. Cost $55.62 Unrealized +18.0%
AMAT APPLIED MATERIALS INC 0.8%
Value ($000) $4,698 Shares 54,434 Est. Cost $70.07 Unrealized +0.9%
HSY HERSHEY COMPANY 0.8%
Value ($000) $4,411 Shares 28,955 Est. Cost $97.68 Unrealized +34.1%
EBS EMERGENT BIO SOLUTIONS 0.7%
Value ($000) $4,291 Shares 47,887 Est. Cost $75.88 Unrealized +21.0%
XLF SELECT SECTOR FINANCIAL 0.7%
Value ($000) $4,228 Shares 143,455 Est. Cost $26.48 Unrealized
EFAV ISHARES EDGE MSCI MIN VOL 0.7%
Value ($000) $3,904 Shares 53,193 Est. Cost $64.02 Unrealized
SCZ ISHARES TR EAFE SML CP ETF 0.7%
Value ($000) $3,794 Shares 55,509 Est. Cost $55.03 Unrealized
EA ELECTRONIC ARTS 0.7%
Value ($000) $3,785 Shares 26,355 Est. Cost $125.41 Unrealized 0.0%
XLC SELECT SECTOR COMM SERVICES 0.6%
Value ($000) $3,717 Shares 55,096 Est. Cost $47.64 Unrealized
LMT LOCKHEED MARTIN CORP 0.6%
Value ($000) $3,555 Shares 10,014 Est. Cost $322.79 Unrealized -1.2%
CBOE CBOE GLOBAL MARKETS INC 0.6%
Value ($000) $3,542 Shares 38,041 Est. Cost $90.85 Unrealized -9.9%
CMBS ISHARES CMBS 0.6%
Value ($000) $3,350 Shares 60,539 Est. Cost $55.09 Unrealized
ACTIVISION BLIZZARD INC 0.6%
Value ($000) $3,251 Shares 35,014 Est. Cost $92.85 Unrealized
IJH ISHARES TR S&P MIDCAP 400 0.6%
Value ($000) $3,223 Shares 14,024 Est. Cost $170.11 Unrealized
XLP SECTOR SPDR TR CONS STAPLES 0.5%
Value ($000) $3,051 Shares 45,231 Est. Cost $56.64 Unrealized
META FACEBOOK INC 0.5%
Value ($000) $2,914 Shares 10,667 Est. Cost $131.38 Unrealized +107.2%
IJR ISHARES S&P SMALLCAP 600 INDEX FUND 0.5%
Value ($000) $2,855 Shares 31,063 Est. Cost $68.90 Unrealized
XLY SELECT SECTOR CONS DISC 0.5%
Value ($000) $2,840 Shares 17,665 Est. Cost $116.10 Unrealized
ZTS ZOETIS INC 0.5%
Value ($000) $2,807 Shares 16,963 Est. Cost $108.79 Unrealized +42.9%
TJX TJX COS INC NEW 0.5%
Value ($000) $2,787 Shares 40,808 Est. Cost $38.61 Unrealized +46.3%
INTC INTEL CORP 0.4%
Value ($000) $2,593 Shares 52,053 Est. Cost $42.59 Unrealized +3.4%
MAS MASCO CORPORATION 0.4%
Value ($000) $2,539 Shares 46,232 Est. Cost $26.38 Unrealized +90.7%
DIS DISNEY (WALT) COMPANY HOLDING CO 0.4%
Value ($000) $2,461 Shares 13,586 Est. Cost $66.76 Unrealized +110.1%
CLX CLOROX COMPANY 0.4%
Value ($000) $2,442 Shares 12,096 Est. Cost $176.15 Unrealized +0.1%
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $2,438 Shares 17,527 Est. Cost $73.12 Unrealized +68.5%
SBUX STARBUCKS CORPORATION 0.4%
Value ($000) $2,426 Shares 22,673 Est. Cost $44.92 Unrealized +89.6%
XEL XCEL ENERGY INC 0.4%
Value ($000) $2,346 Shares 35,194 Est. Cost $38.06 Unrealized +55.3%
DPZ DOMINO'S PIZZA INC 0.4%
Value ($000) $2,255 Shares 5,882 Est. Cost $68.05 Unrealized +441.3%
BIIB BIOGEN INC 0.4%
Value ($000) $2,233 Shares 9,119 Est. Cost $243.75 Unrealized +6.3%
REGN REGENERON PHARMACEUTICALS 0.4%
Value ($000) $2,143 Shares 4,437 Est. Cost $566.03 Unrealized -5.2%
IVV ISHARES S&P 500 INDEX FUND US 0.4%
Value ($000) $2,089 Shares 5,566 Est. Cost $1207.68 Unrealized
TXN TEXAS INSTRUMENTS INC 0.4%
Value ($000) $2,073 Shares 12,630 Est. Cost $79.93 Unrealized +68.4%
HUM HUMANA INC 0.4%
Value ($000) $2,048 Shares 4,992 Est. Cost $71.82 Unrealized +452.1%
NOW SERVICENOW INC 0.4%
Value ($000) $2,046 Shares 3,718 Est. Cost $79.25 Unrealized +31.2%
VLO VALERO ENERGY CORP 0.3%
Value ($000) $1,950 Shares 34,473 Est. Cost $40.50 Unrealized +0.2%
XLI SECTOR SPDR INDUSTRIALS 0.3%
Value ($000) $1,644 Shares 18,566 Est. Cost $75.22 Unrealized
NFLX NETFLIX COM 0.3%
Value ($000) $1,608 Shares 2,974 Est. Cost $45.24 Unrealized +12.1%
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $1,540 Shares 24,829 Est. Cost $43.77 Unrealized +14.3%
HD HOME DEPOT INC 0.3%
Value ($000) $1,517 Shares 5,710 Est. Cost $97.73 Unrealized +148.1%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $1,474 Shares 12,191 Est. Cost $109.24 Unrealized -4.9%
XLU SECTOR SPDR UTILITIES 0.2%
Value ($000) $1,435 Shares 22,885 Est. Cost $59.03 Unrealized
CRM SALESFORCE.COM 0.2%
Value ($000) $1,376 Shares 6,185 Est. Cost $72.85 Unrealized +229.8%
LDOS LEIDOS HOLDINGS INC 0.2%
Value ($000) $1,332 Shares 12,674 Est. Cost $82.07 Unrealized +9.2%
MRK MERCK & CO INC NEW 0.2%
Value ($000) $1,319 Shares 16,124 Est. Cost $54.11 Unrealized +19.8%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $1,279 Shares 2,746 Est. Cost $237.74 Unrealized +94.6%
ALL ALLSTATE CORP 0.2%
Value ($000) $1,272 Shares 11,567 Est. Cost $88.82 Unrealized -2.4%
PSX PHILLIPS 66 0.2%
Value ($000) $1,252 Shares 17,896 Est. Cost $58.96 Unrealized -18.6%
LOW LOWES COS INC COM 0.2%
Value ($000) $1,249 Shares 7,784 Est. Cost $68.09 Unrealized +117.4%
TSLA TESLA, INC 0.2%
Value ($000) $1,242 Shares 1,760 Est. Cost $102.75 Unrealized +66.1%
WMT WAL-MART STORES INC COM 0.2%
Value ($000) $1,238 Shares 8,586 Est. Cost $36.55 Unrealized +23.8%
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value ($000) $1,132 Shares 3,714 Est. Cost $278.32 Unrealized +0.9%
FISV FISERV INC USD 0.01 0.2%
Value ($000) $1,119 Shares 9,832 Est. Cost $47.12 Unrealized +128.7%
TSCO TRACTOR SUPPLY CO COM 0.2%
Value ($000) $1,111 Shares 7,900 Est. Cost $25.89 Unrealized -0.6%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,080 Shares 6,860 Est. Cost $66.83 Unrealized +90.8%
ORCL ORACLE CORPORATION 0.2%
Value ($000) $1,079 Shares 16,678 Est. Cost $28.02 Unrealized +98.1%
WM WASTE MANAGEMENT INC NEW 0.2%
Value ($000) $982 Shares 8,327 Est. Cost $94.29 Unrealized +13.9%
CVX CHEVRON CORPORATION 0.2%
Value ($000) $937 Shares 11,099 Est. Cost $70.79 Unrealized -8.2%
AEE AMEREN CORP 0.2%
Value ($000) $906 Shares 11,602 Est. Cost $59.30 Unrealized +16.1%
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $862 Shares 7,869 Est. Cost $63.07 Unrealized +57.4%
PFE PFIZER INC 0.1%
Value ($000) $839 Shares 22,789 Est. Cost $18.06 Unrealized +58.6%
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $820 Shares 4,020 Est. Cost $109.47 Unrealized +65.3%
TMUS T MOBILE US INC 0.1%
Value ($000) $773 Shares 5,736 Est. Cost $95.98 Unrealized +24.3%
CMI CUMMINS INC 0.1%
Value ($000) $745 Shares 3,282 Est. Cost $141.41 Unrealized +40.2%
VZ VERIZON COMMUNICATIONS INC USD 0.1%
Value ($000) $735 Shares 12,506 Est. Cost $35.27 Unrealized +24.7%
JPM J P MORGAN CHASE & CO 0.1%
Value ($000) $696 Shares 5,481 Est. Cost $69.76 Unrealized +40.7%
VOO VANGUARD INDEX FUNDS S&P 500 ETF 0.1%
Value ($000) $679 Shares 1,976 Est. Cost $269.26 Unrealized
KR KROGER CO 0.1%
Value ($000) $597 Shares 18,813 Est. Cost $29.81 Unrealized -2.5%
XLB SECTOR SPDR BASIC MATERIALS 0.1%
Value ($000) $574 Shares 7,934 Est. Cost $53.06 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $566 Shares 1,855 Est. Cost $135.07 Unrealized +95.1%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $515 Shares 11,504 Est. Cost $20.28 Unrealized +74.0%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $512 Shares 2,048 Est. Cost $105.93 Unrealized +102.6%
FAST FASTENAL CO 0.1%
Value ($000) $511 Shares 10,470 Est. Cost $20.50 Unrealized +1.1%
PEP PEPSICO INC 0.1%
Value ($000) $511 Shares 3,444 Est. Cost $62.75 Unrealized +93.2%
NKE NIKE INC CL B 0.1%
Value ($000) $504 Shares 3,560 Est. Cost $53.89 Unrealized +128.6%
LLY LILLY ELI & CO 0.1%
Value ($000) $500 Shares 2,963 Est. Cost $111.03 Unrealized +27.3%
SCHW CHARLES SCHWAB CORP 0.1%
Value ($000) $500 Shares 9,431 Est. Cost $31.99 Unrealized +32.4%
KO COCA COLA CO 0.1%
Value ($000) $478 Shares 8,714 Est. Cost $32.62 Unrealized +35.7%
IWR ISHARES RUSSELL MID CAP INDEX 0.1%
Value ($000) $446 Shares 6,509 Est. Cost $1395.65 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $432 Shares 2,014 Est. Cost $90.87 Unrealized +112.7%
XYZ SQUARE INC CLASS A 0.1%
Value ($000) $432 Shares 1,984 Est. Cost $72.93 Unrealized +167.5%
T AT&T INC 0.1%
Value ($000) $432 Shares 15,014 Est. Cost $14.44 Unrealized +6.5%
VPL VANGUARD MSCI PACIFIC ETF 0.1%
Value ($000) $425 Shares 5,339 Est. Cost $5431.74 Unrealized
UPS UNITED PARCEL SERVICE 0.1%
Value ($000) $407 Shares 2,418 Est. Cost $124.52 Unrealized +9.9%
MNST MONSTER BEVERAGE CORP NEW COM 0.1%
Value ($000) $386 Shares 4,177 Est. Cost $30.71 Unrealized +36.8%
MTDR MATADOR RES CO 0.1%
Value ($000) $366 Shares 30,370 Est. Cost $17.33 Unrealized -43.6%
DISCOVER FINANCIAL SERVICES 0.1%
Value ($000) $344 Shares 3,804 Est. Cost $2254.22 Unrealized
EQT EQT CORP 0.1%
Value ($000) $342 Shares 26,885 Est. Cost $12.66 Unrealized +6.9%
D DOMINION RES INC VA 0.1%
Value ($000) $341 Shares 4,540 Est. Cost $60.50 Unrealized +4.8%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $337 Shares 3,672 Est. Cost $70.24 Unrealized +22.9%
MAR MARRIOTT INTL INC CLASS A 0.1%
Value ($000) $325 Shares 2,461 Est. Cost $89.64 Unrealized +22.9%
XLE SECTOR SPDR TR ENERGY 0.1%
Value ($000) $302 Shares 7,965 Est. Cost $64.02 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $298 Shares 170 Est. Cost $37.48 Unrealized +123.4%
PKG PACKAGING CORP AMER COM 0.1%
Value ($000) $294 Shares 2,133 Est. Cost $54.97 Unrealized +96.1%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $293 Shares 3,542 Est. Cost $50.85 Unrealized +18.7%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $277 Shares 1,173 Est. Cost $246.07 Unrealized -6.8%
CSX CSX CORP 0.0%
Value ($000) $273 Shares 3,004 Est. Cost $22.44 Unrealized +19.5%
PYPL PAYPAL HLDGINGS INC 0.0%
Value ($000) $265 Shares 1,132 Est. Cost $83.67 Unrealized +147.1%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $262 Shares 6,368 Est. Cost $53.46 Unrealized -43.2%
CTBI COMMUNITY TRUST BANK 0.0%
Value ($000) $251 Shares 6,779 Est. Cost $23.48 Unrealized +17.1%
VTWO VANGUARD RUSSELL 0.0%
Value ($000) $240 Shares 1,516 Est. Cost $103.70 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $238 Shares 1,650 Est. Cost $79.61 Unrealized +58.2%
DISCOVERY COMMUNICATIONSL INC CL A 0.0%
Value ($000) $233 Shares 7,736 Est. Cost $26.00 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $232 Shares 1,984 Est. Cost $90.03 Unrealized +5.6%
ZM ZOOM VIDEO COMMUNICATIONS 0.0%
Value ($000) $230 Shares 681 Est. Cost $348.29 Unrealized +28.0%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $206 Shares 2,255 Est. Cost $48.41 Unrealized +56.3%
CAT CATERPILLAR INC 0.0%
Value ($000) $206 Shares 1,134 Est. Cost $151.70 Unrealized +1.5%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $202 Shares 2,920 Est. Cost $53.64 Unrealized
PNC PNC FINANCIAL SERVICES GROUPINC 0.0%
Value ($000) $198 Shares 1,330 Est. Cost $65.77 Unrealized +61.9%
IJT ISHARES TR SP SMCP600GR ETF 0.0%
Value ($000) $198 Shares 1,734 Est. Cost $118.49 Unrealized
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $194 Shares 728 Est. Cost $126.44 Unrealized +76.9%
CVS CVS CAREMARK CORP 0.0%
Value ($000) $185 Shares 2,707 Est. Cost $55.93 Unrealized -1.3%
BA BOEING CO 0.0%
Value ($000) $182 Shares 850 Est. Cost $197.00 Unrealized -2.4%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $174 Shares 3,458 Est. Cost $42.82 Unrealized 0.0%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $171 Shares 2,129 Est. Cost $45.44 Unrealized +47.0%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $152 Shares 1,206 Est. Cost $111.02 Unrealized -15.9%
VTI VANGUARD TOTAL STOCK MKT ETF 0.0%
Value ($000) $147 Shares 753 Est. Cost $42909.09 Unrealized
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value ($000) $145 Shares 1,540 Est. Cost $166.67 Unrealized
LEN LENNAR CORP COM 0.0%
Value ($000) $145 Shares 1,908 Est. Cost $69.65 Unrealized 0.0%
ACN ACCENTURE PLC 0.0%
Value ($000) $144 Shares 550 Est. Cost $119.48 Unrealized +86.7%
ELV ANTHEM INC 0.0%
Value ($000) $143 Shares 445 Est. Cost $229.74 Unrealized +24.6%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $137 Shares 2,750 Est. Cost $54.52 Unrealized
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $131 Shares 864 Est. Cost $72.69 Unrealized +57.3%
GENERAL ELECTRIC CO 0.0%
Value ($000) $130 Shares 12,033 Est. Cost $13766.77 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $130 Shares 3,155 Est. Cost $19.80 Unrealized +34.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $125 Shares 541 Est. Cost $132.25 Unrealized +66.5%
EOG EOG RES INC 0.0%
Value ($000) $125 Shares 2,503 Est. Cost $66.91 Unrealized -49.0%
AVGO BROADCOM INC 0.0%
Value ($000) $120 Shares 275 Est. Cost $19.73 Unrealized +76.5%
BABA ALIBABA 0.0%
Value ($000) $116 Shares 497 Est. Cost $215.23 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $113 Shares 1,217 Est. Cost $38.44 Unrealized +100.2%
MLM MARTIN MARIETTA MATLS 0.0%
Value ($000) $112 Shares 395 Est. Cost $89.34 Unrealized +188.5%
ABBV ABBVIE INC USD 0.01 0.0%
Value ($000) $111 Shares 1,033 Est. Cost $55.25 Unrealized +42.9%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $110 Shares 2,359 Est. Cost $34.07 Unrealized -0.6%
DHR DANAHER CORP DEL COM 0.0%
Value ($000) $108 Shares 486 Est. Cost $43.06 Unrealized +355.1%
GLD SPDR GOLD TR 0.0%
Value ($000) $105 Shares 587 Est. Cost $5927.38 Unrealized
KLAC KLA-TENCOR CORPORATION 0.0%
Value ($000) $99 Shares 384 Est. Cost $186.13 Unrealized +18.4%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.0%
Value ($000) $97 Shares 1,424 Est. Cost $61.38 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $94 Shares 1,319 Est. Cost $27.24 Unrealized -12.9%
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value ($000) $91 Shares 6,040 Est. Cost $9.11 Unrealized
LHX L3 HARRIS TECHNOLOGIES 0.0%
Value ($000) $91 Shares 483 Est. Cost $168.03 Unrealized -1.9%
SO SOUTHERN COMPANY 0.0%
Value ($000) $88 Shares 1,432 Est. Cost $48.06 Unrealized +3.0%
DLN WISDOMTREE US LARGE CAP DIV FD 0.0%
Value ($000) $87 Shares 809 Est. Cost $96.95 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $86 Shares 1,000 Est. Cost $47.98 Unrealized +53.0%
DE DEERE & CO 0.0%
Value ($000) $84 Shares 311 Est. Cost $133.20 Unrealized +74.3%
LINDE PLC EUR 0.0%
Value ($000) $79 Shares 300 Est. Cost $156.41 Unrealized
WSBC WESBANCO INC 0.0%
Value ($000) $76 Shares 2,521 Est. Cost $21.26 Unrealized +26.9%
CI CIGNA CORP NEW 0.0%
Value ($000) $75 Shares 360 Est. Cost $190.77 Unrealized -5.9%
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $75 Shares 2,933 Est. Cost $20.00 Unrealized
HAL HALLIBURTON COMPANY 0.0%
Value ($000) $75 Shares 3,958 Est. Cost $14.11 Unrealized +0.4%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $74 Shares 500 Est. Cost $128.16 Unrealized +1.9%
MMM 3M CO 0.0%
Value ($000) $74 Shares 425 Est. Cost $100.09 Unrealized +17.4%
DOW DOW INC 0.0%
Value ($000) $73 Shares 1,319 Est. Cost $36.05 Unrealized +8.3%
XILINX INC 0.0%
Value ($000) $72 Shares 506 Est. Cost $85.51 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $66 Shares 58 Est. Cost $80.44 Unrealized +30.5%
MRNA MODERNA INC 0.0%
Value ($000) $66 Shares 630 Est. Cost $72.07 Unrealized +40.4%
HOLX HOLOGIC INCORPORATED 0.0%
Value ($000) $64 Shares 872 Est. Cost $38.19 Unrealized +84.9%
MKL MARKEL CORPORATION (HOLDING COMPANY) 0.0%
Value ($000) $62 Shares 60 Est. Cost $523.59 Unrealized +90.4%
ISHARES GOLD TRUST 0.0%
Value ($000) $60 Shares 3,300 Est. Cost $12.12 Unrealized
EQUITRANS MIDSTREAM CORP 0.0%
Value ($000) $58 Shares 7,180 Est. Cost $8.57 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $57 Shares 325 Est. Cost $82.28 Unrealized +79.2%
ECL ECOLAB INC COM 0.0%
Value ($000) $54 Shares 250 Est. Cost $117.38 Unrealized +68.2%
FVD FIRST TRUST VL DIVIDEND 0.0%
Value ($000) $53 Shares 1,511 Est. Cost $31.55 Unrealized
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $51 Shares 260 Est. Cost $66.59 Unrealized +148.4%
KLIC KULICKE & SOFFA INDS INC 0.0%
Value ($000) $51 Shares 1,600 Est. Cost $26.80 Unrealized 0.0%
TRV TRAVELERS COS INC 0.0%
Value ($000) $51 Shares 360 Est. Cost $97.61 Unrealized +18.4%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $50 Shares 701 Est. Cost $54.61 Unrealized +7.0%
SYY SYSCO CORP COM 0.0%
Value ($000) $49 Shares 665 Est. Cost $58.68 Unrealized +2.3%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $49 Shares 222 Est. Cost $121.82 Unrealized +48.4%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $48 Shares 327 Est. Cost $69.52 Unrealized +74.3%
GPC GENUINE PARTS CO 0.0%
Value ($000) $48 Shares 479 Est. Cost $85.31 Unrealized -0.6%
LOB LIVE OAK BANCSHARES INC 0.0%
Value ($000) $47 Shares 1,000 Est. Cost $21.20 Unrealized +89.1%
NVAX NOVAVAX INC 0.0%
Value ($000) $45 Shares 400 Est. Cost $38.25 Unrealized +177.9%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $45 Shares 164 Est. Cost $165.10 Unrealized +40.1%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $42 Shares 1,203 Est. Cost $46.27 Unrealized -44.8%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $41 Shares 700 Est. Cost $30.64 Unrealized +63.6%
VTRS VIATRIS INC 0.0%
Value ($000) $41 Shares 2,175 Est. Cost $13.33 Unrealized 0.0%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $40 Shares 2,329 Est. Cost $23.01 Unrealized -43.9%
MA MASTERCARD INCORPORATE 0.0%
Value ($000) $37 Shares 105 Est. Cost $167.75 Unrealized +92.8%
AEP AMERICAN ELECTRIC POWER CO 0.0%
Value ($000) $37 Shares 450 Est. Cost $39.97 Unrealized +80.1%
PROSHARES SHORT S&P 500 0.0%
Value ($000) $36 Shares 2,000 Est. Cost $22.50 Unrealized
GLW CORNING INCORPORATED 0.0%
Value ($000) $34 Shares 947 Est. Cost $27.07 Unrealized +14.0%
TFC TRUIST FINANCIAL CORPORATION 0.0%
Value ($000) $29 Shares 602 Est. Cost $40.89 Unrealized -12.8%
IYC ISHARES US CONSUMER SERVICESETF 0.0%
Value ($000) $29 Shares 408 Est. Cost $97.43 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $27 Shares 294 Est. Cost $44.58 Unrealized +84.1%
WOR WORTHINGTON IND INC 0.0%
Value ($000) $26 Shares 500 Est. Cost $20.24 Unrealized +53.8%
LULU LULULEMON ATHLETICA INC USD 0.01 0.0%
Value ($000) $26 Shares 75 Est. Cost $186.88 Unrealized +85.8%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $25 Shares 320 Est. Cost $64.45 Unrealized -12.6%
ARCC ARES CAPITAL CORPORATION 0.0%
Value ($000) $24 Shares 1,441 Est. Cost $9.58 Unrealized 0.0%
SIRIUS XM HLDGS INC 0.0%
Value ($000) $24 Shares 3,700 Est. Cost $5.12 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $22 Shares 548 Est. Cost $42.97 Unrealized -28.5%
ICUI ICU MEDIAL INC 0.0%
Value ($000) $21 Shares 100 Est. Cost $66.13 Unrealized +193.3%
WORKHORSE GROUP INC 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $25.00 Unrealized
BP BP AMOCO P L C 0.0%
Value ($000) $19 Shares 928 Est. Cost $6162.30 Unrealized
VB VANGUARD INDEX FDS SMALL CP ETF 0.0%
Value ($000) $19 Shares 99 Est. Cost $148.95 Unrealized
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $18 Shares 220 Est. Cost $69.88 Unrealized +1.6%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $18 Shares 58 Est. Cost $275.86 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $18 Shares 300 Est. Cost $35.24 Unrealized +44.3%
BAC BANKAMERICA CORP NEW 0.0%
Value ($000) $18 Shares 580 Est. Cost $23.66 Unrealized 0.0%
IWF ISHARES RUSSELL 1000 GROWTH INDEX FUND 0.0%
Value ($000) $18 Shares 73 Est. Cost $135.14 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $16 Shares 101 Est. Cost $121591.41 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $16 Shares 181 Est. Cost $79.19 Unrealized
TIP ISHARES BARCLAYS TIPS BOND FUND 0.0%
Value ($000) $15 Shares 120 Est. Cost $125.00 Unrealized
IWB ISHARES TR RUS 1000 ETF 0.0%
Value ($000) $14 Shares 64 Est. Cost $113.82 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $14 Shares 263 Est. Cost $49.09 Unrealized -3.4%
VYM VANGUARD HIGH DIVIDEND YIELDETF 0.0%
Value ($000) $13 Shares 145 Est. Cost $80.46 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $13 Shares 174 Est. Cost $44.85 Unrealized +28.2%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $13 Shares 257 Est. Cost $22.18 Unrealized +105.7%
TRMB TRIMBLE NAVIGATION 0.0%
Value ($000) $13 Shares 200 Est. Cost $22.08 Unrealized +159.9%
NVS NOVARTIS A G SPONSORED ADR 0.0%
Value ($000) $11 Shares 117 Est. Cost $27218.37 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $11 Shares 300 Est. Cost $67.50 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $11 Shares 85 Est. Cost $105.88 Unrealized
VERINT SYSTEMS INC 0.0%
Value ($000) $10 Shares 155 Est. Cost $64.52 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND EFT 0.0%
Value ($000) $10 Shares 180 Est. Cost $51.52 Unrealized
BRISTOL MYERS SQUIBB COMPANY 03-31-2021 0.0%
Value ($000) $10 Shares 14,117 Est. Cost $3.00 Unrealized
KMX CARMAX INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $93.77 Unrealized 0.0%
ERIC ERICKSSON TELEPHONE CO NEW 0.0%
Value ($000) $8 Shares 640 Est. Cost $12.50 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $7 Shares 170 Est. Cost $25.09 Unrealized +34.6%
EBAY EBAY INC COM 0.0%
Value ($000) $7 Shares 131 Est. Cost $35.53 Unrealized +31.4%
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $6 Shares 277 Est. Cost $65.72 Unrealized -74.3%
WFC WELLS FARGO & COMPANY NEW 0.0%
Value ($000) $5 Shares 165 Est. Cost $38.45 Unrealized -40.1%
MS MORGAN STANLEY 0.0%
Value ($000) $5 Shares 68 Est. Cost $33.75 Unrealized +44.6%
RCI ROGERS COMMUNICATIONS INC CL B NON-VTG 0.0%
Value ($000) $5 Shares 100 Est. Cost $47.39 Unrealized -6.6%
CPRI CAPRI HOLDINGS LTD 0.0%
Value ($000) $4 Shares 100 Est. Cost $43.70 Unrealized -30.0%
CDW CDW CORP COM 0.0%
Value ($000) $4 Shares 30 Est. Cost $106.19 Unrealized +15.9%
AIG AMERICAN INTL GROUP 0.0%
Value ($000) $4 Shares 100 Est. Cost $44.32 Unrealized -29.5%
IYE ISHARES US ENERGY ETF 0.0%
Value ($000) $4 Shares 178 Est. Cost $24.41 Unrealized
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $4 Shares 113 Est. Cost $17.13 Unrealized +97.4%
RADIUS HEALTH INC 0.0%
Value ($000) $4 Shares 200 Est. Cost $25.00 Unrealized
HCSG HEALTHCARE SVCS GROUP INC 0.0%
Value ($000) $4 Shares 125 Est. Cost $39.20 Unrealized -38.3%
HANESBRANDS INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $11194.53 Unrealized
EEM ISHARES MSCI EMER MKTS IDX MARKETS INDEX 0.0%
Value ($000) $3 Shares 50 Est. Cost $41.75 Unrealized
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $3 Shares 58 Est. Cost $42.64 Unrealized -4.6%
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $2 Shares 150 Est. Cost $18.53 Unrealized -25.2%
OXY/WS OCCIDENTAL PETROLEUM CORP WARRANTS 0.0%
Value ($000) $2 Shares 225 Est. Cost $8.89 Unrealized
BLACKROCK COM SBI USD 0.001 0.0%
Value ($000) $2 Shares 201 Est. Cost $12.04 Unrealized