CENTRAL BANK & TRUST CO Diversified Active

CIK: 0001175954 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 20, 2021

Total Value ($000): $586,093 (100.0% shares, 0.0% debt)

Holdings (283)

VWOB VANGUARD EMERG MKTS GOV BND ETF 6.0%
Value ($000) $35,182 Shares 453,957 Est. Cost $76.63 Unrealized
AGG ISHARES TR CORE US AGGREGATE BOND ETF 5.0%
Value ($000) $29,131 Shares 255,915 Est. Cost $112.40 Unrealized
VWO VANGUARD MSCI EMERGING MARKETS ETF 3.3%
Value ($000) $19,188 Shares 368,720 Est. Cost $1289.54 Unrealized
SPY SPDR S&P 500 ETF TRUST 3.2%
Value ($000) $18,918 Shares 47,734 Est. Cost $16558.19 Unrealized
NVDA NVIDIA CORP COM 3.1%
Value ($000) $18,079 Shares 33,861 Est. Cost $1.62 Unrealized +726.5%
AAPL APPLE INC 2.6%
Value ($000) $15,338 Shares 125,569 Est. Cost $83.61 Unrealized +49.6%
GOOGL ALPHABET INC CAP STK CL A 2.2%
Value ($000) $13,115 Shares 6,359 Est. Cost $38.23 Unrealized +156.2%
VNQ VANGUARD INDEX FDS REIT #986 2.1%
Value ($000) $12,436 Shares 135,386 Est. Cost $11024.35 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 2.1%
Value ($000) $12,371 Shares 26,025 Est. Cost $90.27 Unrealized +417.8%
AMZN AMAZON COM INC 2.1%
Value ($000) $12,054 Shares 3,896 Est. Cost $44.13 Unrealized +259.2%
EFA ISHARES MSCI EAFE INDEX FD 1.9%
Value ($000) $11,364 Shares 149,781 Est. Cost $67.02 Unrealized
AMAT APPLIED MATERIALS INC 1.9%
Value ($000) $10,938 Shares 81,870 Est. Cost $82.01 Unrealized +28.9%
MSFT MICROSOFT CORP 1.9%
Value ($000) $10,851 Shares 46,024 Est. Cost $131.04 Unrealized +70.1%
SPGI S&P GLOBAL INC 1.8%
Value ($000) $10,464 Shares 29,656 Est. Cost $145.47 Unrealized +119.7%
URI UNITED RENTALS INC 1.8%
Value ($000) $10,286 Shares 31,236 Est. Cost $128.15 Unrealized +114.0%
IWM I SHARES RUSSELL 2000 1.7%
Value ($000) $10,228 Shares 46,295 Est. Cost $9659.34 Unrealized
V VISA INC CLASS A 1.7%
Value ($000) $9,884 Shares 46,681 Est. Cost $58.24 Unrealized +248.8%
INTU INTUIT INC 1.5%
Value ($000) $8,850 Shares 23,105 Est. Cost $210.09 Unrealized +77.9%
UNH UNITEDHEALTH GROUP INC COM 1.5%
Value ($000) $8,587 Shares 23,078 Est. Cost $162.91 Unrealized +96.2%
MDY SPDR S&P MIDCAP 400 ETF TRUST 1.4%
Value ($000) $8,317 Shares 17,472 Est. Cost $37878.32 Unrealized
IYW I SHARES US TECHNOLOGY ETF 1.4%
Value ($000) $8,268 Shares 94,282 Est. Cost $113.25 Unrealized
CMCSA COMCAST CORP NEW CL A 1.4%
Value ($000) $8,142 Shares 150,469 Est. Cost $32.42 Unrealized +42.3%
VEA VANGUARD MSCI EURO PACIFIC ETF 1.4%
Value ($000) $7,932 Shares 161,512 Est. Cost $39.46 Unrealized
DHI D R HORTON INC 1.3%
Value ($000) $7,715 Shares 86,574 Est. Cost $51.95 Unrealized +43.5%
DG DOLLAR GEN CORP NEW 1.3%
Value ($000) $7,444 Shares 36,741 Est. Cost $109.70 Unrealized +68.1%
COST COSTCO WHOLESALE CORP 1.3%
Value ($000) $7,365 Shares 20,897 Est. Cost $125.90 Unrealized +161.9%
TGT TARGET CORP 1.3%
Value ($000) $7,336 Shares 37,039 Est. Cost $83.90 Unrealized +94.5%
XLV SECTOR SPDR TR FUND HEALTH CARE 1.2%
Value ($000) $7,172 Shares 61,439 Est. Cost $93.45 Unrealized
HYG ISHARES TR IBOXX USD HIGH YIELD CORP ETF 1.2%
Value ($000) $6,895 Shares 79,094 Est. Cost $82.15 Unrealized
AMGN AMGEN INC 1.2%
Value ($000) $6,850 Shares 27,530 Est. Cost $127.40 Unrealized +60.7%
PGR PROGRESSIVE CORP OHIO 1.2%
Value ($000) $6,785 Shares 70,970 Est. Cost $48.29 Unrealized +67.7%
QCOM QUALCOMM INC 1.0%
Value ($000) $6,111 Shares 46,089 Est. Cost $70.24 Unrealized +84.7%
UNP UNION PACIFIC CORP 1.0%
Value ($000) $5,993 Shares 27,191 Est. Cost $124.59 Unrealized +51.0%
FDX FEDEX CORPORATION 1.0%
Value ($000) $5,960 Shares 20,984 Est. Cost $248.17 Unrealized -5.6%
ACTIVISION BLIZZARD INC 1.0%
Value ($000) $5,737 Shares 61,692 Est. Cost $92.91 Unrealized
ISRG INTUITIVE SURGICAL INC 1.0%
Value ($000) $5,730 Shares 7,754 Est. Cost $176.92 Unrealized +42.2%
SYK STRYKER CORP COM 1.0%
Value ($000) $5,615 Shares 23,052 Est. Cost $110.17 Unrealized +106.7%
MCO MOODYS CORP COM 0.9%
Value ($000) $5,522 Shares 18,494 Est. Cost $220.69 Unrealized +22.5%
LAM RESEARCH CORP COM 0.9%
Value ($000) $5,233 Shares 8,791 Est. Cost $277.11 Unrealized
HSY HERSHEY COMPANY 0.9%
Value ($000) $5,156 Shares 32,600 Est. Cost $101.75 Unrealized +31.8%
EA ELECTRONIC ARTS 0.8%
Value ($000) $4,923 Shares 36,371 Est. Cost $128.03 Unrealized +5.4%
XLF SELECT SECTOR FINANCIAL 0.8%
Value ($000) $4,873 Shares 143,160 Est. Cost $26.48 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.8%
Value ($000) $4,833 Shares 6,549 Est. Cost $140.74 Unrealized +62.1%
ICE INTERCONTINENTAL EXCHANGE 0.8%
Value ($000) $4,833 Shares 43,279 Est. Cost $52.63 Unrealized +102.3%
HON HONEYWELL INTL INC COM 0.8%
Value ($000) $4,815 Shares 22,184 Est. Cost $76.23 Unrealized +131.7%
EBS EMERGENT BIO SOLUTIONS 0.8%
Value ($000) $4,662 Shares 50,189 Est. Cost $77.10 Unrealized +32.8%
XLC SELECT SECTOR COMM SERVICES 0.7%
Value ($000) $4,032 Shares 54,998 Est. Cost $47.64 Unrealized
SCZ ISHARES TR EAFE SML CP ETF 0.7%
Value ($000) $3,826 Shares 53,254 Est. Cost $55.03 Unrealized
CLX CLOROX COMPANY 0.6%
Value ($000) $3,725 Shares 19,315 Est. Cost $171.99 Unrealized -4.1%
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $3,664 Shares 48,464 Est. Cost $55.62 Unrealized +23.7%
IJH ISHARES TR S&P MIDCAP 400 0.6%
Value ($000) $3,607 Shares 13,858 Est. Cost $170.11 Unrealized
DKS DICK'S SPORTING GOODS 0.6%
Value ($000) $3,309 Shares 43,453 Est. Cost $61.92 Unrealized 0.0%
IJR ISHARES S&P SMALLCAP 600 INDEX FUND 0.6%
Value ($000) $3,257 Shares 30,010 Est. Cost $68.90 Unrealized
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $3,152 Shares 8,530 Est. Cost $322.79 Unrealized -7.1%
TROW T ROWE PRICE GROUP INC 0.5%
Value ($000) $3,123 Shares 18,201 Est. Cost $129.08 Unrealized +2.2%
CMBS ISHARES CMBS 0.5%
Value ($000) $3,112 Shares 57,784 Est. Cost $55.09 Unrealized
META FACEBOOK INC 0.5%
Value ($000) $3,098 Shares 10,520 Est. Cost $131.38 Unrealized +103.5%
XLP SECTOR SPDR TR CONS STAPLES 0.5%
Value ($000) $3,084 Shares 45,141 Est. Cost $56.64 Unrealized
XLY SELECT SECTOR CONS DISC 0.5%
Value ($000) $2,918 Shares 17,364 Est. Cost $116.10 Unrealized
MAS MASCO CORPORATION 0.5%
Value ($000) $2,729 Shares 45,559 Est. Cost $26.38 Unrealized +93.9%
ZTS ZOETIS INC 0.4%
Value ($000) $2,630 Shares 16,700 Est. Cost $108.79 Unrealized +39.4%
DIS DISNEY (WALT) COMPANY HOLDING CO 0.4%
Value ($000) $2,430 Shares 13,170 Est. Cost $66.76 Unrealized +169.9%
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $2,395 Shares 17,688 Est. Cost $73.12 Unrealized +58.2%
SBUX STARBUCKS CORPORATION 0.4%
Value ($000) $2,372 Shares 21,706 Est. Cost $44.92 Unrealized +109.3%
BIIB BIOGEN INC 0.4%
Value ($000) $2,306 Shares 8,244 Est. Cost $243.75 Unrealized +10.6%
VLO VALERO ENERGY CORP 0.4%
Value ($000) $2,303 Shares 32,171 Est. Cost $40.50 Unrealized +41.2%
TJX TJX COS INC NEW 0.4%
Value ($000) $2,284 Shares 34,521 Est. Cost $38.61 Unrealized +61.3%
XEL XCEL ENERGY INC 0.4%
Value ($000) $2,129 Shares 32,013 Est. Cost $38.06 Unrealized +42.0%
TXN TEXAS INSTRUMENTS INC 0.4%
Value ($000) $2,066 Shares 10,934 Est. Cost $79.93 Unrealized +89.4%
INTC INTEL CORP 0.3%
Value ($000) $2,041 Shares 31,893 Est. Cost $42.59 Unrealized +27.0%
IVV ISHARES S&P 500 INDEX FUND US 0.3%
Value ($000) $2,032 Shares 5,108 Est. Cost $1207.68 Unrealized
HUM HUMANA INC 0.3%
Value ($000) $1,984 Shares 4,733 Est. Cost $71.82 Unrealized +430.9%
XLI SECTOR SPDR INDUSTRIALS 0.3%
Value ($000) $1,823 Shares 18,520 Est. Cost $75.22 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $1,693 Shares 5,546 Est. Cost $97.73 Unrealized +150.1%
REGN REGENERON PHARMACEUTICALS 0.3%
Value ($000) $1,629 Shares 3,443 Est. Cost $566.03 Unrealized -14.5%
LOW LOWES COS INC COM 0.3%
Value ($000) $1,537 Shares 8,080 Est. Cost $71.35 Unrealized +120.0%
XLU SECTOR SPDR UTILITIES 0.2%
Value ($000) $1,462 Shares 22,834 Est. Cost $59.03 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.2%
Value ($000) $1,450 Shares 8,186 Est. Cost $26.02 Unrealized +13.2%
NFLX NETFLIX COM 0.2%
Value ($000) $1,409 Shares 2,701 Est. Cost $45.24 Unrealized +17.2%
ALL ALLSTATE CORP 0.2%
Value ($000) $1,388 Shares 12,083 Est. Cost $89.20 Unrealized +9.5%
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $1,375 Shares 21,787 Est. Cost $43.77 Unrealized +16.6%
JPM J P MORGAN CHASE & CO 0.2%
Value ($000) $1,375 Shares 9,033 Est. Cost $92.37 Unrealized +37.8%
CRM SALESFORCE.COM 0.2%
Value ($000) $1,281 Shares 6,045 Est. Cost $72.85 Unrealized +201.9%
PSX PHILLIPS 66 0.2%
Value ($000) $1,279 Shares 15,684 Est. Cost $58.96 Unrealized +10.1%
NOW SERVICENOW INC 0.2%
Value ($000) $1,277 Shares 2,553 Est. Cost $79.25 Unrealized +33.2%
UPS UNITED PARCEL SERVICE 0.2%
Value ($000) $1,205 Shares 7,090 Est. Cost $129.44 Unrealized +2.0%
ORCL ORACLE CORPORATION 0.2%
Value ($000) $1,172 Shares 16,699 Est. Cost $28.02 Unrealized +116.3%
FISV FISERV INC USD 0.01 0.2%
Value ($000) $1,170 Shares 9,832 Est. Cost $47.12 Unrealized +143.5%
TSLA TESLA, INC 0.2%
Value ($000) $1,169 Shares 1,750 Est. Cost $102.75 Unrealized +144.4%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $1,132 Shares 2,481 Est. Cost $237.74 Unrealized +98.2%
MRK MERCK & CO INC NEW 0.2%
Value ($000) $1,108 Shares 14,362 Est. Cost $54.11 Unrealized +16.5%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,107 Shares 6,735 Est. Cost $66.83 Unrealized +110.7%
TMUS T MOBILE US INC 0.2%
Value ($000) $1,053 Shares 8,405 Est. Cost $104.16 Unrealized +16.9%
AEE AMEREN CORP 0.2%
Value ($000) $955 Shares 11,739 Est. Cost $59.36 Unrealized +9.2%
WMT WAL-MART STORES INC COM 0.1%
Value ($000) $858 Shares 6,318 Est. Cost $36.55 Unrealized +18.5%
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $852 Shares 3,844 Est. Cost $109.47 Unrealized +69.0%
SCHW CHARLES SCHWAB CORP 0.1%
Value ($000) $830 Shares 12,735 Est. Cost $38.46 Unrealized +48.0%
EOG EOG RES INC 0.1%
Value ($000) $827 Shares 11,403 Est. Cost $54.03 Unrealized -6.7%
PFE PFIZER INC 0.1%
Value ($000) $821 Shares 22,666 Est. Cost $18.06 Unrealized +55.3%
CMI CUMMINS INC 0.1%
Value ($000) $818 Shares 3,159 Est. Cost $141.41 Unrealized +56.9%
KR KROGER CO 0.1%
Value ($000) $814 Shares 22,636 Est. Cost $29.97 Unrealized +2.8%
LDOS LEIDOS HOLDINGS INC 0.1%
Value ($000) $806 Shares 8,374 Est. Cost $82.07 Unrealized +15.4%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $763 Shares 2,358 Est. Cost $278.32 Unrealized -0.0%
VOO VANGUARD INDEX FUNDS S&P 500 ETF 0.1%
Value ($000) $720 Shares 1,976 Est. Cost $269.26 Unrealized
WM WASTE MANAGEMENT INC NEW 0.1%
Value ($000) $683 Shares 5,293 Est. Cost $94.29 Unrealized +14.7%
CBOE CBOE GLOBAL MARKETS INC 0.1%
Value ($000) $661 Shares 6,695 Est. Cost $90.85 Unrealized +1.0%
DE DEERE & CO 0.1%
Value ($000) $657 Shares 1,757 Est. Cost $276.63 Unrealized +11.2%
CTAS CINTAS CORP COM 0.1%
Value ($000) $642 Shares 1,881 Est. Cost $80.93 Unrealized 0.0%
XLB SECTOR SPDR BASIC MATERIALS 0.1%
Value ($000) $618 Shares 7,843 Est. Cost $53.06 Unrealized
CVX CHEVRON CORPORATION 0.1%
Value ($000) $589 Shares 5,617 Est. Cost $70.79 Unrealized +12.4%
FAST FASTENAL CO 0.1%
Value ($000) $578 Shares 11,502 Est. Cost $20.57 Unrealized +3.5%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $566 Shares 10,956 Est. Cost $20.28 Unrealized +100.3%
LLY LILLY ELI & CO 0.1%
Value ($000) $549 Shares 2,938 Est. Cost $111.03 Unrealized +67.6%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $526 Shares 3,721 Est. Cost $109.24 Unrealized +13.8%
MKTX MARKETAXESS HOLDINGS INC 0.1%
Value ($000) $525 Shares 1,054 Est. Cost $503.06 Unrealized 0.0%
SVB FINL GROUP 0.1%
Value ($000) $522 Shares 1,057 Est. Cost $493.85 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $514 Shares 1,855 Est. Cost $135.07 Unrealized +113.5%
EQT EQT CORP 0.1%
Value ($000) $499 Shares 26,885 Est. Cost $12.66 Unrealized +29.1%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $498 Shares 2,048 Est. Cost $105.93 Unrealized +113.0%
IWR ISHARES RUSSELL MID CAP INDEX 0.1%
Value ($000) $481 Shares 6,509 Est. Cost $1395.65 Unrealized
XYZ SQUARE INC CLASS A 0.1%
Value ($000) $452 Shares 1,992 Est. Cost $72.93 Unrealized +220.7%
KO COCA COLA CO 0.1%
Value ($000) $445 Shares 8,441 Est. Cost $32.62 Unrealized +33.0%
MNST MONSTER BEVERAGE CORP NEW COM 0.1%
Value ($000) $444 Shares 4,878 Est. Cost $32.74 Unrealized +36.9%
MCD MCDONALDS CORP 0.1%
Value ($000) $444 Shares 1,980 Est. Cost $90.87 Unrealized +110.5%
PEP PEPSICO INC 0.1%
Value ($000) $439 Shares 3,099 Est. Cost $62.75 Unrealized +87.9%
NKE NIKE INC CL B 0.1%
Value ($000) $434 Shares 3,268 Est. Cost $53.89 Unrealized +140.4%
T AT&T INC 0.1%
Value ($000) $427 Shares 14,096 Est. Cost $14.44 Unrealized +11.8%
VPL VANGUARD MSCI PACIFIC ETF 0.1%
Value ($000) $401 Shares 4,912 Est. Cost $5431.74 Unrealized
XLE SECTOR SPDR TR ENERGY 0.1%
Value ($000) $389 Shares 7,928 Est. Cost $64.02 Unrealized
MAR MARRIOTT INTL INC CLASS A 0.1%
Value ($000) $364 Shares 2,461 Est. Cost $89.64 Unrealized +46.9%
DISCOVER FINANCIAL SERVICES 0.1%
Value ($000) $361 Shares 3,804 Est. Cost $2254.22 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $360 Shares 174 Est. Cost $38.88 Unrealized +153.3%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $352 Shares 6,293 Est. Cost $53.46 Unrealized -19.0%
EFAV ISHARES EDGE MSCI MIN VOL 0.1%
Value ($000) $327 Shares 4,478 Est. Cost $64.02 Unrealized
PYPL PAYPAL HLDGINGS INC 0.1%
Value ($000) $314 Shares 1,295 Est. Cost $104.85 Unrealized +140.3%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $314 Shares 4,006 Est. Cost $71.56 Unrealized +20.3%
VTWO VANGUARD RUSSELL 0.1%
Value ($000) $309 Shares 1,734 Est. Cost $113.07 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $309 Shares 3,492 Est. Cost $50.85 Unrealized +31.4%
CTBI COMMUNITY TRUST BANK 0.1%
Value ($000) $298 Shares 6,779 Est. Cost $23.48 Unrealized +43.8%
SHM SPDR NUVEEN BLOOMBERG BARCLAYS 0.1%
Value ($000) $297 Shares 6,000 Est. Cost $49.50 Unrealized
AEP AMERICAN ELECTRIC POWER CO 0.0%
Value ($000) $292 Shares 3,450 Est. Cost $63.90 Unrealized +5.6%
VZ VERIZON COMMUNICATIONS INC USD 0.0%
Value ($000) $284 Shares 4,881 Est. Cost $35.27 Unrealized +19.8%
DISCOVERY COMMUNICATIONSL INC CL A 0.0%
Value ($000) $284 Shares 6,543 Est. Cost $26.00 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $267 Shares 1,243 Est. Cost $244.58 Unrealized -10.2%
CAT CATERPILLAR INC 0.0%
Value ($000) $260 Shares 1,122 Est. Cost $151.70 Unrealized +24.6%
CSX CSX CORP 0.0%
Value ($000) $259 Shares 2,690 Est. Cost $22.44 Unrealized +27.3%
HOLX HOLOGIC INCORPORATED 0.0%
Value ($000) $251 Shares 3,370 Est. Cost $66.15 Unrealized +14.8%
PPG PPG INDS INC COM 0.0%
Value ($000) $237 Shares 1,580 Est. Cost $79.61 Unrealized +63.4%
MDT MEDTRONIC PLC 0.0%
Value ($000) $234 Shares 1,978 Est. Cost $90.03 Unrealized +13.0%
PNC PNC FINANCIAL SERVICES GROUPINC 0.0%
Value ($000) $233 Shares 1,330 Est. Cost $65.77 Unrealized +110.7%
IJT ISHARES TR SP SMCP600GR ETF 0.0%
Value ($000) $222 Shares 1,734 Est. Cost $118.49 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $218 Shares 2,255 Est. Cost $48.41 Unrealized +55.9%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $216 Shares 1,603 Est. Cost $54.97 Unrealized +114.0%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $212 Shares 728 Est. Cost $126.44 Unrealized +101.7%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $210 Shares 2,920 Est. Cost $53.64 Unrealized
BA BOEING CO 0.0%
Value ($000) $208 Shares 818 Est. Cost $197.00 Unrealized +12.8%
CVS CVS CAREMARK CORP 0.0%
Value ($000) $204 Shares 2,707 Est. Cost $55.93 Unrealized +11.3%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $197 Shares 3,458 Est. Cost $42.82 Unrealized +12.0%
ZM ZOOM VIDEO COMMUNICATIONS 0.0%
Value ($000) $185 Shares 577 Est. Cost $348.29 Unrealized +5.7%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $183 Shares 2,029 Est. Cost $45.44 Unrealized +71.2%
AVGO BROADCOM INC 0.0%
Value ($000) $172 Shares 372 Est. Cost $25.44 Unrealized +63.7%
MO ALTRIA GROUP INC 0.0%
Value ($000) $162 Shares 3,155 Est. Cost $19.80 Unrealized +53.6%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $161 Shares 1,206 Est. Cost $111.02 Unrealized -11.7%
ELV ANTHEM INC 0.0%
Value ($000) $160 Shares 445 Est. Cost $229.74 Unrealized +30.9%
D DOMINION RES INC VA 0.0%
Value ($000) $159 Shares 2,087 Est. Cost $60.50 Unrealized -3.3%
VTI VANGUARD TOTAL STOCK MKT ETF 0.0%
Value ($000) $156 Shares 753 Est. Cost $42909.09 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $147 Shares 11,147 Est. Cost $13766.77 Unrealized
DHR DANAHER CORP DEL COM 0.0%
Value ($000) $144 Shares 642 Est. Cost $80.88 Unrealized +145.7%
ACN ACCENTURE PLC 0.0%
Value ($000) $142 Shares 515 Est. Cost $119.48 Unrealized +102.0%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $137 Shares 2,750 Est. Cost $54.52 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $134 Shares 526 Est. Cost $132.25 Unrealized +83.6%
CI CIGNA CORP NEW 0.0%
Value ($000) $133 Shares 549 Est. Cost $195.38 Unrealized +4.5%
MLM MARTIN MARIETTA MATLS 0.0%
Value ($000) $133 Shares 395 Est. Cost $89.34 Unrealized +246.8%
KLAC KLA-TENCOR CORPORATION 0.0%
Value ($000) $132 Shares 401 Est. Cost $190.36 Unrealized +50.2%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $130 Shares 2,359 Est. Cost $34.07 Unrealized +18.3%
LEN LENNAR CORP COM 0.0%
Value ($000) $129 Shares 1,274 Est. Cost $69.65 Unrealized +12.6%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $128 Shares 1,453 Est. Cost $82.77 Unrealized 0.0%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $119 Shares 1,217 Est. Cost $38.44 Unrealized +109.1%
MTDR MATADOR RES CO 0.0%
Value ($000) $118 Shares 5,050 Est. Cost $17.33 Unrealized +15.1%
ABBV ABBVIE INC USD 0.01 0.0%
Value ($000) $112 Shares 1,033 Est. Cost $55.25 Unrealized +60.9%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $108 Shares 472 Est. Cost $167.47 Unrealized +24.2%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $104 Shares 870 Est. Cost $63.07 Unrealized +72.2%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $102 Shares 1,319 Est. Cost $27.24 Unrealized +6.7%
LHX L3 HARRIS TECHNOLOGIES 0.0%
Value ($000) $98 Shares 483 Est. Cost $168.03 Unrealized +1.0%
GLD SPDR GOLD TR 0.0%
Value ($000) $94 Shares 587 Est. Cost $5927.38 Unrealized
ISHARES GOLD TRUST 0.0%
Value ($000) $94 Shares 5,793 Est. Cost $13.89 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $91 Shares 500 Est. Cost $128.16 Unrealized +14.7%
HAL HALLIBURTON COMPANY 0.0%
Value ($000) $89 Shares 4,131 Est. Cost $14.32 Unrealized +33.6%
SO SOUTHERN COMPANY 0.0%
Value ($000) $89 Shares 1,432 Est. Cost $48.06 Unrealized +3.7%
LINDE PLC EUR 0.0%
Value ($000) $84 Shares 300 Est. Cost $156.41 Unrealized
DOW DOW INC 0.0%
Value ($000) $84 Shares 1,319 Est. Cost $36.05 Unrealized +27.1%
MMM 3M CO 0.0%
Value ($000) $82 Shares 425 Est. Cost $100.09 Unrealized +25.0%
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value ($000) $81 Shares 6,040 Est. Cost $9.11 Unrealized
KLIC KULICKE & SOFFA INDS INC 0.0%
Value ($000) $79 Shares 1,600 Est. Cost $26.80 Unrealized +49.6%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $79 Shares 1,000 Est. Cost $47.98 Unrealized +45.8%
EZU ISHARES MSCI EUROZONE ETF 0.0%
Value ($000) $71 Shares 1,520 Est. Cost $46.71 Unrealized
LOB LIVE OAK BANCSHARES INC 0.0%
Value ($000) $68 Shares 1,000 Est. Cost $21.20 Unrealized +147.5%
WSBC WESBANCO INC 0.0%
Value ($000) $68 Shares 1,891 Est. Cost $21.26 Unrealized +54.8%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $67 Shares 214 Est. Cost $189.74 Unrealized +42.6%
SYY SYSCO CORP COM 0.0%
Value ($000) $65 Shares 829 Est. Cost $60.54 Unrealized +12.4%
SHOP SHOPIFY INC 0.0%
Value ($000) $64 Shares 58 Est. Cost $80.44 Unrealized +50.2%
XILINX INC 0.0%
Value ($000) $63 Shares 506 Est. Cost $85.51 Unrealized
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $60 Shares 260 Est. Cost $66.59 Unrealized +201.6%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $59 Shares 2,213 Est. Cost $23.01 Unrealized +2.4%
EQUITRANS MIDSTREAM CORP 0.0%
Value ($000) $59 Shares 7,180 Est. Cost $8.57 Unrealized
EWC ISHARES IN MSCI CANADA INDEX FUND 0.0%
Value ($000) $53 Shares 1,565 Est. Cost $33.87 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $53 Shares 405 Est. Cost $72.07 Unrealized +101.1%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $52 Shares 671 Est. Cost $54.61 Unrealized +19.5%
PATK PATRICK INDUSTRIES INC 0.0%
Value ($000) $51 Shares 597 Est. Cost $47.58 Unrealized 0.0%
TRV TRAVELERS COS INC 0.0%
Value ($000) $51 Shares 340 Est. Cost $97.61 Unrealized +36.4%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $51 Shares 327 Est. Cost $69.52 Unrealized +103.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $48 Shares 1,203 Est. Cost $46.27 Unrealized -38.1%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $48 Shares 307 Est. Cost $67.53 Unrealized 0.0%
MKL MARKEL CORPORATION (HOLDING COMPANY) 0.0%
Value ($000) $46 Shares 40 Est. Cost $523.59 Unrealized +106.0%
BABA ALIBABA 0.0%
Value ($000) $45 Shares 200 Est. Cost $215.23 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $43 Shares 200 Est. Cost $117.38 Unrealized +71.7%
BLACKROCK INC 0.0%
Value ($000) $43 Shares 57 Est. Cost $754.39 Unrealized
MARVELL TECHNOLOGY GROUP 0.0%
Value ($000) $42 Shares 861 Est. Cost $48.78 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $41 Shares 700 Est. Cost $30.64 Unrealized +62.5%
GLW CORNING INCORPORATED 0.0%
Value ($000) $41 Shares 947 Est. Cost $27.07 Unrealized +24.1%
HILL ROM HLDGS 0.0%
Value ($000) $40 Shares 360 Est. Cost $111.11 Unrealized
DOX AMDOCS LIMITED 0.0%
Value ($000) $39 Shares 550 Est. Cost $68.11 Unrealized 0.0%
THOMSON REUTERS CORP 0.0%
Value ($000) $39 Shares 440 Est. Cost $88.64 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $38 Shares 200 Est. Cost $82.28 Unrealized +90.4%
MA MASTERCARD INCORPORATE 0.0%
Value ($000) $37 Shares 105 Est. Cost $167.75 Unrealized +102.4%
WDAY WORKDAY INC 0.0%
Value ($000) $35 Shares 140 Est. Cost $247.04 Unrealized 0.0%
PROSHARES SHORT S&P 500 0.0%
Value ($000) $34 Shares 2,000 Est. Cost $22.50 Unrealized
EW EDWARDS LIFE SCIENCES CORP 0.0%
Value ($000) $33 Shares 392 Est. Cost $84.54 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $32 Shares 135 Est. Cost $192.28 Unrealized 0.0%
BAH BOOZ ALLEN HAMILTON HLDG 0.0%
Value ($000) $31 Shares 385 Est. Cost $76.36 Unrealized 0.0%
IYC ISHARES US CONSUMER SERVICESETF 0.0%
Value ($000) $31 Shares 408 Est. Cost $97.43 Unrealized
TIP ISHARES BARCLAYS TIPS BOND FUND 0.0%
Value ($000) $31 Shares 247 Est. Cost $125.26 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $30 Shares 261 Est. Cost $85.31 Unrealized +9.1%
CHE CHEMED CORP 0.0%
Value ($000) $30 Shares 65 Est. Cost $482.26 Unrealized 0.0%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $29 Shares 548 Est. Cost $42.97 Unrealized -3.7%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $29 Shares 320 Est. Cost $64.45 Unrealized +5.2%
ARCC ARES CAPITAL CORPORATION 0.0%
Value ($000) $27 Shares 1,441 Est. Cost $9.58 Unrealized +18.8%
SIRIUS XM HLDGS INC 0.0%
Value ($000) $23 Shares 3,700 Est. Cost $5.12 Unrealized
BP BP AMOCO P L C 0.0%
Value ($000) $23 Shares 928 Est. Cost $6162.30 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $23 Shares 250 Est. Cost $44.58 Unrealized +66.1%
BAC BANKAMERICA CORP NEW 0.0%
Value ($000) $22 Shares 580 Est. Cost $23.66 Unrealized +29.5%
VB VANGUARD INDEX FDS SMALL CP ETF 0.0%
Value ($000) $21 Shares 99 Est. Cost $148.95 Unrealized
ICUI ICU MEDIAL INC 0.0%
Value ($000) $21 Shares 100 Est. Cost $66.13 Unrealized +219.3%
NUE NUCOR CORP 0.0%
Value ($000) $21 Shares 263 Est. Cost $49.09 Unrealized +14.3%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $19 Shares 220 Est. Cost $69.88 Unrealized +2.3%
IWF ISHARES RUSSELL 1000 GROWTH INDEX FUND 0.0%
Value ($000) $18 Shares 73 Est. Cost $135.14 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $18 Shares 300 Est. Cost $35.24 Unrealized +38.9%
WOR WORTHINGTON IND INC 0.0%
Value ($000) $17 Shares 250 Est. Cost $20.24 Unrealized +88.8%
TFC TRUIST FINANCIAL CORPORATION 0.0%
Value ($000) $17 Shares 300 Est. Cost $40.89 Unrealized +6.6%
TRMB TRIMBLE NAVIGATION 0.0%
Value ($000) $16 Shares 200 Est. Cost $22.08 Unrealized +227.1%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $16 Shares 101 Est. Cost $121591.41 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $16 Shares 85 Est. Cost $168.96 Unrealized 0.0%
STT STATE STREET CORP 0.0%
Value ($000) $15 Shares 174 Est. Cost $44.85 Unrealized +47.3%
LULU LULULEMON ATHLETICA INC USD 0.01 0.0%
Value ($000) $15 Shares 50 Est. Cost $186.88 Unrealized +75.7%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $14 Shares 85 Est. Cost $105.88 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $14 Shares 257 Est. Cost $22.18 Unrealized +91.9%
DPZ DOMINO'S PIZZA INC 0.0%
Value ($000) $13 Shares 35 Est. Cost $68.05 Unrealized +409.4%
KMX CARMAX INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $93.77 Unrealized +29.8%
IWB ISHARES TR RUS 1000 ETF 0.0%
Value ($000) $12 Shares 52 Est. Cost $113.82 Unrealized
DANIMER SCIENTIFIC, INC. 0.0%
Value ($000) $11 Shares 300 Est. Cost $36.67 Unrealized
EBAY EBAY INC COM 0.0%
Value ($000) $8 Shares 134 Est. Cost $35.93 Unrealized +48.1%
ERIC ERICKSSON TELEPHONE CO NEW 0.0%
Value ($000) $8 Shares 640 Est. Cost $12.50 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $8 Shares 170 Est. Cost $25.09 Unrealized +67.0%
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $8 Shares 277 Est. Cost $65.72 Unrealized -63.9%
APPHARVEST INC 0.0%
Value ($000) $8 Shares 428 Est. Cost $18.69 Unrealized
VERINT SYSTEMS INC 0.0%
Value ($000) $7 Shares 155 Est. Cost $64.52 Unrealized
WFC WELLS FARGO & COMPANY NEW 0.0%
Value ($000) $6 Shares 165 Est. Cost $38.45 Unrealized -17.8%
NVS NOVARTIS A G SPONSORED ADR 0.0%
Value ($000) $6 Shares 70 Est. Cost $27218.37 Unrealized
RCI ROGERS COMMUNICATIONS INC CL B NON-VTG 0.0%
Value ($000) $5 Shares 100 Est. Cost $47.39 Unrealized -1.2%
MS MORGAN STANLEY 0.0%
Value ($000) $5 Shares 68 Est. Cost $33.75 Unrealized +94.3%
CPRI CAPRI HOLDINGS LTD 0.0%
Value ($000) $5 Shares 100 Est. Cost $43.70 Unrealized +7.8%
CDW CDW CORP COM 0.0%
Value ($000) $5 Shares 30 Est. Cost $106.19 Unrealized +32.6%
AIG AMERICAN INTL GROUP 0.0%
Value ($000) $5 Shares 100 Est. Cost $44.32 Unrealized -12.9%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $4 Shares 83 Est. Cost $17.13 Unrealized +112.7%
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $4 Shares 150 Est. Cost $18.53 Unrealized +4.1%
RADIUS HEALTH INC 0.0%
Value ($000) $4 Shares 200 Est. Cost $25.00 Unrealized
POSEIDA THERAPEUTICS INC 0.0%
Value ($000) $4 Shares 453 Est. Cost $8.83 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $4 Shares 200 Est. Cost $11194.53 Unrealized
HCSG HEALTHCARE SVCS GROUP INC 0.0%
Value ($000) $4 Shares 125 Est. Cost $39.20 Unrealized -23.0%
CGNT COGNYTE SOFTWARE LTD 0.0%
Value ($000) $4 Shares 155 Est. Cost $29.48 Unrealized 0.0%
EEM ISHARES MSCI EMER MKTS IDX MARKETS INDEX 0.0%
Value ($000) $3 Shares 50 Est. Cost $41.75 Unrealized
OXY/WS OCCIDENTAL PETROLEUM CORP WARRANTS 0.0%
Value ($000) $3 Shares 225 Est. Cost $8.89 Unrealized
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $3 Shares 58 Est. Cost $42.64 Unrealized -5.2%