CENTRAL BANK & TRUST CO Diversified Active

CIK: 0001175954 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 19, 2021

Total Value ($000): $608,431 (100.0% shares, 0.0% debt)

Holdings (300)

VWOB VANGUARD EMERG MKTS GOV BND ETF 6.0%
Value ($000) $36,322 Shares 463,943 Est. Cost $76.74 Unrealized
NVDA NVIDIA CORP COM 4.2%
Value ($000) $25,751 Shares 124,304 Est. Cost $15.70 Unrealized +32.0%
AGG ISHARES TR CORE US AGGREGATE BOND ETF 3.4%
Value ($000) $20,972 Shares 182,634 Est. Cost $112.40 Unrealized
SPY SPDR S&P 500 ETF TRUST 3.2%
Value ($000) $19,495 Shares 45,428 Est. Cost $16558.19 Unrealized
VWO VANGUARD MSCI EMERGING MARKETS ETF 3.0%
Value ($000) $18,142 Shares 362,837 Est. Cost $1289.54 Unrealized
AAPL APPLE INC 2.9%
Value ($000) $17,571 Shares 124,179 Est. Cost $84.27 Unrealized +70.8%
GOOGL ALPHABET INC CAP STK CL A 2.8%
Value ($000) $16,926 Shares 6,331 Est. Cost $38.23 Unrealized +253.3%
VNQ VANGUARD INDEX FDS REIT #986 2.4%
Value ($000) $14,618 Shares 143,619 Est. Cost $10457.15 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 2.4%
Value ($000) $14,457 Shares 25,111 Est. Cost $90.27 Unrealized +597.3%
MSFT MICROSOFT CORP 2.2%
Value ($000) $13,289 Shares 47,140 Est. Cost $134.54 Unrealized +108.7%
AMZN AMAZON COM INC 2.1%
Value ($000) $12,930 Shares 3,936 Est. Cost $45.34 Unrealized +280.5%
EFA ISHARES MSCI EAFE INDEX FD 2.0%
Value ($000) $11,952 Shares 153,210 Est. Cost $67.18 Unrealized
SPGI S&P GLOBAL INC 2.0%
Value ($000) $11,906 Shares 28,022 Est. Cost $145.47 Unrealized +187.2%
INTU INTUIT INC 1.9%
Value ($000) $11,853 Shares 21,971 Est. Cost $210.09 Unrealized +149.6%
AMAT APPLIED MATERIALS INC 1.8%
Value ($000) $11,034 Shares 85,717 Est. Cost $84.15 Unrealized +55.2%
URI UNITED RENTALS INC 1.7%
Value ($000) $10,391 Shares 29,610 Est. Cost $128.15 Unrealized +153.7%
V VISA INC CLASS A 1.6%
Value ($000) $10,028 Shares 45,020 Est. Cost $58.24 Unrealized +289.7%
COST COSTCO WHOLESALE CORP 1.5%
Value ($000) $9,420 Shares 20,964 Est. Cost $128.80 Unrealized +224.7%
IWM I SHARES RUSSELL 2000 1.5%
Value ($000) $9,386 Shares 42,906 Est. Cost $9659.34 Unrealized
UNH UNITEDHEALTH GROUP INC COM 1.5%
Value ($000) $9,075 Shares 23,226 Est. Cost $165.35 Unrealized +132.7%
CMCSA COMCAST CORP NEW CL A 1.4%
Value ($000) $8,413 Shares 150,428 Est. Cost $32.42 Unrealized +58.5%
ACM AECOM TECHNOLOGY CORP 1.4%
Value ($000) $8,235 Shares 130,411 Est. Cost $62.86 Unrealized -2.6%
VEA VANGUARD MSCI EURO PACIFIC ETF 1.3%
Value ($000) $8,210 Shares 162,604 Est. Cost $39.46 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 1.3%
Value ($000) $8,152 Shares 16,952 Est. Cost $37878.32 Unrealized
ISRG INTUITIVE SURGICAL INC 1.3%
Value ($000) $7,940 Shares 7,987 Est. Cost $181.02 Unrealized +85.5%
HYG ISHARES TR IBOXX USD HIGH YIELD CORP ETF 1.2%
Value ($000) $7,449 Shares 85,140 Est. Cost $82.50 Unrealized
TGT TARGET CORP 1.2%
Value ($000) $7,336 Shares 32,066 Est. Cost $92.44 Unrealized +137.9%
DHI D R HORTON INC 1.2%
Value ($000) $7,267 Shares 86,538 Est. Cost $51.95 Unrealized +69.7%
DG DOLLAR GEN CORP NEW 1.2%
Value ($000) $7,170 Shares 33,801 Est. Cost $109.70 Unrealized +91.8%
XYZ SQUARE INC CLASS A 1.1%
Value ($000) $6,884 Shares 28,704 Est. Cost $242.22 Unrealized +6.0%
MCO MOODYS CORP COM 1.1%
Value ($000) $6,420 Shares 18,080 Est. Cost $220.69 Unrealized +64.6%
AMGN AMGEN INC 1.0%
Value ($000) $6,255 Shares 29,414 Est. Cost $132.39 Unrealized +51.3%
CATALENT INC 1.0%
Value ($000) $6,008 Shares 45,149 Est. Cost $133.07 Unrealized
SHW SHERWIN WILLIAMS CO COM 1.0%
Value ($000) $5,960 Shares 21,309 Est. Cost $225.01 Unrealized +25.1%
BX BLACKSTONE INC 1.0%
Value ($000) $5,952 Shares 51,161 Est. Cost $100.33 Unrealized 0.0%
SYK STRYKER CORP COM 1.0%
Value ($000) $5,898 Shares 22,364 Est. Cost $110.17 Unrealized +131.7%
MS MORGAN STANLEY 1.0%
Value ($000) $5,855 Shares 60,171 Est. Cost $78.11 Unrealized +9.7%
EA ELECTRONIC ARTS 0.9%
Value ($000) $5,594 Shares 39,323 Est. Cost $128.80 Unrealized +6.4%
DKS DICK'S SPORTING GOODS 0.9%
Value ($000) $5,593 Shares 46,700 Est. Cost $63.54 Unrealized +60.8%
HSY HERSHEY COMPANY 0.9%
Value ($000) $5,412 Shares 31,974 Est. Cost $101.75 Unrealized +56.1%
QCOM QUALCOMM INC 0.9%
Value ($000) $5,321 Shares 41,256 Est. Cost $70.24 Unrealized +83.4%
TROW T ROWE PRICE GROUP INC 0.8%
Value ($000) $5,120 Shares 26,029 Est. Cost $136.93 Unrealized +27.0%
LAM RESEARCH CORP COM 0.8%
Value ($000) $5,094 Shares 8,951 Est. Cost $288.89 Unrealized
PGR PROGRESSIVE CORP OHIO 0.8%
Value ($000) $5,091 Shares 56,328 Est. Cost $48.29 Unrealized +76.7%
NUE NUCOR CORP 0.8%
Value ($000) $4,768 Shares 48,407 Est. Cost $88.26 Unrealized +12.5%
UNP UNION PACIFIC CORP 0.8%
Value ($000) $4,737 Shares 24,166 Est. Cost $124.59 Unrealized +56.7%
META FACEBOOK INC 0.7%
Value ($000) $4,331 Shares 12,762 Est. Cost $169.87 Unrealized +110.6%
ZTS ZOETIS INC 0.7%
Value ($000) $4,221 Shares 21,744 Est. Cost $130.27 Unrealized +48.7%
CAT CATERPILLAR INC 0.7%
Value ($000) $4,140 Shares 21,566 Est. Cost $209.22 Unrealized -8.2%
SCZ ISHARES TR EAFE SML CP ETF 0.6%
Value ($000) $3,887 Shares 52,250 Est. Cost $55.03 Unrealized
CMBS ISHARES CMBS 0.6%
Value ($000) $3,836 Shares 70,960 Est. Cost $54.94 Unrealized
HON HONEYWELL INTL INC COM 0.6%
Value ($000) $3,432 Shares 16,166 Est. Cost $76.23 Unrealized +155.3%
IJH ISHARES TR S&P MIDCAP 400 0.6%
Value ($000) $3,431 Shares 13,044 Est. Cost $170.11 Unrealized
IJR ISHARES S&P SMALLCAP 600 INDEX FUND 0.5%
Value ($000) $3,170 Shares 29,028 Est. Cost $68.90 Unrealized
XLF SELECT SECTOR FINANCIAL 0.4%
Value ($000) $2,698 Shares 71,922 Est. Cost $26.48 Unrealized
SBUX STARBUCKS CORPORATION 0.4%
Value ($000) $2,660 Shares 24,110 Est. Cost $52.31 Unrealized +102.1%
FDX FEDEX CORPORATION 0.4%
Value ($000) $2,645 Shares 12,063 Est. Cost $248.40 Unrealized -0.2%
MAS MASCO CORPORATION 0.4%
Value ($000) $2,545 Shares 45,817 Est. Cost $26.72 Unrealized +104.5%
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $2,315 Shares 16,560 Est. Cost $73.12 Unrealized +74.1%
IVV ISHARES S&P 500 INDEX FUND US 0.4%
Value ($000) $2,192 Shares 5,087 Est. Cost $1207.68 Unrealized
WMB WILLIAMS COS INC 0.3%
Value ($000) $2,127 Shares 82,016 Est. Cost $20.40 Unrealized 0.0%
TXN TEXAS INSTRUMENTS INC 0.3%
Value ($000) $2,089 Shares 10,870 Est. Cost $79.93 Unrealized +110.1%
BIIB BIOGEN INC 0.3%
Value ($000) $2,074 Shares 7,330 Est. Cost $243.75 Unrealized +34.5%
HD HOME DEPOT INC 0.3%
Value ($000) $2,017 Shares 6,143 Est. Cost $116.32 Unrealized +153.2%
XLC SELECT SECTOR COMM SERVICES 0.3%
Value ($000) $1,987 Shares 24,809 Est. Cost $47.64 Unrealized
NFLX NETFLIX COM 0.3%
Value ($000) $1,957 Shares 3,207 Est. Cost $46.24 Unrealized +19.0%
KMI KINDER MORGAN INC DE 0.3%
Value ($000) $1,883 Shares 112,618 Est. Cost $13.27 Unrealized 0.0%
XEL XCEL ENERGY INC 0.3%
Value ($000) $1,874 Shares 29,979 Est. Cost $38.06 Unrealized +53.8%
ICE INTERCONTINENTAL EXCHANGE 0.3%
Value ($000) $1,857 Shares 16,177 Est. Cost $53.57 Unrealized +109.1%
TSCO TRACTOR SUPPLY CO COM 0.3%
Value ($000) $1,724 Shares 8,509 Est. Cost $26.43 Unrealized +36.2%
HUM HUMANA INC 0.3%
Value ($000) $1,718 Shares 4,415 Est. Cost $71.82 Unrealized +466.4%
LOW LOWES COS INC COM 0.3%
Value ($000) $1,715 Shares 8,453 Est. Cost $77.40 Unrealized +137.2%
DIS DISNEY (WALT) COMPANY HOLDING CO 0.3%
Value ($000) $1,672 Shares 9,884 Est. Cost $66.76 Unrealized +160.8%
CRM SALESFORCE.COM 0.3%
Value ($000) $1,634 Shares 6,025 Est. Cost $72.85 Unrealized +244.4%
SCHW CHARLES SCHWAB CORP 0.3%
Value ($000) $1,610 Shares 22,101 Est. Cost $50.50 Unrealized +33.5%
ALL ALLSTATE CORP 0.3%
Value ($000) $1,558 Shares 12,242 Est. Cost $89.75 Unrealized +32.2%
TJX TJX COS INC NEW 0.3%
Value ($000) $1,530 Shares 23,192 Est. Cost $38.61 Unrealized +69.5%
ACTIVISION BLIZZARD INC 0.3%
Value ($000) $1,524 Shares 19,695 Est. Cost $92.91 Unrealized
JPM J P MORGAN CHASE & CO 0.2%
Value ($000) $1,511 Shares 9,228 Est. Cost $93.01 Unrealized +50.8%
UPS UNITED PARCEL SERVICE 0.2%
Value ($000) $1,487 Shares 8,166 Est. Cost $133.94 Unrealized +21.5%
XLV SECTOR SPDR TR FUND HEALTH CARE 0.2%
Value ($000) $1,468 Shares 11,535 Est. Cost $93.45 Unrealized
ORCL ORACLE CORPORATION 0.2%
Value ($000) $1,451 Shares 16,651 Est. Cost $29.31 Unrealized +184.4%
NOW SERVICENOW INC 0.2%
Value ($000) $1,431 Shares 2,300 Est. Cost $79.25 Unrealized +52.8%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $1,380 Shares 2,415 Est. Cost $237.74 Unrealized +128.1%
REGN REGENERON PHARMACEUTICALS 0.2%
Value ($000) $1,374 Shares 2,271 Est. Cost $566.03 Unrealized +9.1%
HOLX HOLOGIC INCORPORATED 0.2%
Value ($000) $1,257 Shares 17,027 Est. Cost $66.87 Unrealized +12.1%
XLP SECTOR SPDR TR CONS STAPLES 0.2%
Value ($000) $1,202 Shares 17,462 Est. Cost $56.64 Unrealized
MRK MERCK & CO INC NEW 0.2%
Value ($000) $1,125 Shares 14,988 Est. Cost $54.59 Unrealized +21.2%
INTC INTEL CORP 0.2%
Value ($000) $1,124 Shares 21,103 Est. Cost $42.59 Unrealized +17.0%
FISV FISERV INC USD 0.01 0.2%
Value ($000) $1,067 Shares 9,832 Est. Cost $47.12 Unrealized +137.1%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,042 Shares 6,452 Est. Cost $66.83 Unrealized +124.8%
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $1,016 Shares 17,170 Est. Cost $43.77 Unrealized +25.3%
TSLA TESLA, INC 0.2%
Value ($000) $1,008 Shares 1,300 Est. Cost $102.75 Unrealized +129.1%
SVB FINL GROUP 0.2%
Value ($000) $944 Shares 1,460 Est. Cost $514.00 Unrealized
AEE AMEREN CORP 0.2%
Value ($000) $928 Shares 11,461 Est. Cost $59.36 Unrealized +26.1%
PFE PFIZER INC 0.1%
Value ($000) $888 Shares 20,645 Est. Cost $18.25 Unrealized +95.4%
KR KROGER CO 0.1%
Value ($000) $860 Shares 21,284 Est. Cost $29.97 Unrealized +27.6%
CTAS CINTAS CORP COM 0.1%
Value ($000) $857 Shares 2,251 Est. Cost $81.79 Unrealized +14.9%
CBOE CBOE GLOBAL MARKETS INC 0.1%
Value ($000) $809 Shares 6,528 Est. Cost $90.85 Unrealized +27.3%
DE DEERE & CO 0.1%
Value ($000) $809 Shares 2,415 Est. Cost $294.60 Unrealized +15.2%
VOO VANGUARD INDEX FUNDS S&P 500 ETF 0.1%
Value ($000) $779 Shares 1,976 Est. Cost $269.26 Unrealized
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $777 Shares 3,760 Est. Cost $109.47 Unrealized +85.3%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $775 Shares 2,153 Est. Cost $278.32 Unrealized +20.9%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $736 Shares 9,376 Est. Cost $55.62 Unrealized +29.2%
CMI CUMMINS INC 0.1%
Value ($000) $692 Shares 3,083 Est. Cost $141.41 Unrealized +48.8%
XLY SELECT SECTOR CONS DISC 0.1%
Value ($000) $690 Shares 3,846 Est. Cost $116.10 Unrealized
FAST FASTENAL CO 0.1%
Value ($000) $638 Shares 12,353 Est. Cost $20.74 Unrealized +17.7%
CVX CHEVRON CORPORATION 0.1%
Value ($000) $611 Shares 6,021 Est. Cost $71.76 Unrealized +16.1%
WMT WAL-MART STORES INC COM 0.1%
Value ($000) $607 Shares 4,358 Est. Cost $37.16 Unrealized +22.4%
LLY LILLY ELI & CO 0.1%
Value ($000) $605 Shares 2,619 Est. Cost $111.03 Unrealized +113.1%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $602 Shares 11,062 Est. Cost $20.83 Unrealized +136.4%
TMUS T MOBILE US INC 0.1%
Value ($000) $580 Shares 4,542 Est. Cost $104.16 Unrealized +29.2%
XLI SECTOR SPDR INDUSTRIALS 0.1%
Value ($000) $564 Shares 5,763 Est. Cost $75.22 Unrealized
EQT EQT CORP 0.1%
Value ($000) $550 Shares 26,885 Est. Cost $12.66 Unrealized +43.5%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $550 Shares 3,285 Est. Cost $109.24 Unrealized +44.9%
ADSK AUTODESK INC 0.1%
Value ($000) $529 Shares 1,855 Est. Cost $135.07 Unrealized +126.6%
PEP PEPSICO INC 0.1%
Value ($000) $519 Shares 3,447 Est. Cost $69.92 Unrealized +93.1%
IWR ISHARES RUSSELL MID CAP INDEX 0.1%
Value ($000) $509 Shares 6,509 Est. Cost $1395.65 Unrealized
EOG EOG RES INC 0.1%
Value ($000) $502 Shares 6,258 Est. Cost $54.03 Unrealized +8.9%
XLU SECTOR SPDR UTILITIES 0.1%
Value ($000) $493 Shares 7,713 Est. Cost $59.03 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.1%
Value ($000) $490 Shares 5,515 Est. Cost $34.36 Unrealized +37.6%
MCD MCDONALDS CORP 0.1%
Value ($000) $477 Shares 1,980 Est. Cost $90.87 Unrealized +137.5%
NKE NIKE INC CL B 0.1%
Value ($000) $475 Shares 3,268 Est. Cost $53.89 Unrealized +183.0%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $459 Shares 1,869 Est. Cost $105.93 Unrealized +115.3%
DISCOVER FINANCIAL SERVICES 0.1%
Value ($000) $457 Shares 3,722 Est. Cost $2254.22 Unrealized
WM WASTE MANAGEMENT INC NEW 0.1%
Value ($000) $457 Shares 3,060 Est. Cost $94.29 Unrealized +48.2%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $446 Shares 4,333 Est. Cost $72.73 Unrealized +40.5%
KO COCA COLA CO 0.1%
Value ($000) $428 Shares 8,149 Est. Cost $32.62 Unrealized +49.6%
ELV ANTHEM INC 0.1%
Value ($000) $416 Shares 1,117 Est. Cost $307.09 Unrealized +16.4%
EL LAUDER ESTEE COS INC CL A 0.1%
Value ($000) $413 Shares 1,376 Est. Cost $210.67 Unrealized +44.9%
AVGO BROADCOM INC 0.1%
Value ($000) $413 Shares 852 Est. Cost $35.03 Unrealized +27.0%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $412 Shares 1,091 Est. Cost $328.00 Unrealized +6.7%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $409 Shares 6,961 Est. Cost $53.13 Unrealized -8.8%
WALGREENS BOOTS ALLIANCE 0.1%
Value ($000) $381 Shares 8,101 Est. Cost $52.58 Unrealized
LDOS LEIDOS HOLDINGS INC 0.1%
Value ($000) $381 Shares 3,961 Est. Cost $82.07 Unrealized +14.0%
T AT&T INC 0.1%
Value ($000) $369 Shares 13,671 Est. Cost $14.44 Unrealized +11.3%
MAR MARRIOTT INTL INC CLASS A 0.1%
Value ($000) $364 Shares 2,461 Est. Cost $89.64 Unrealized +50.2%
BLACKROCK INC 0.1%
Value ($000) $353 Shares 421 Est. Cost $852.01 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $343 Shares 3,617 Est. Cost $51.74 Unrealized +56.7%
PYPL PAYPAL HLDGINGS INC 0.1%
Value ($000) $338 Shares 1,298 Est. Cost $107.46 Unrealized +163.4%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $338 Shares 127 Est. Cost $38.88 Unrealized +252.0%
VPL VANGUARD MSCI PACIFIC ETF 0.1%
Value ($000) $313 Shares 3,859 Est. Cost $5431.74 Unrealized
VTWO VANGUARD RUSSELL 0.1%
Value ($000) $307 Shares 3,468 Est. Cost $102.81 Unrealized
SHM SPDR NUVEEN BLOOMBERG BARCLAYS 0.0%
Value ($000) $296 Shares 6,000 Est. Cost $49.50 Unrealized
DHR DANAHER CORP DEL COM 0.0%
Value ($000) $294 Shares 965 Est. Cost $143.11 Unrealized +86.4%
CTBI COMMUNITY TRUST BANK 0.0%
Value ($000) $285 Shares 6,779 Est. Cost $23.48 Unrealized +44.1%
PNC PNC FINANCIAL SERVICES GROUPINC 0.0%
Value ($000) $260 Shares 1,330 Est. Cost $65.77 Unrealized +144.4%
CVS CVS CAREMARK CORP 0.0%
Value ($000) $250 Shares 2,947 Est. Cost $57.12 Unrealized +27.0%
CSX CSX CORP 0.0%
Value ($000) $245 Shares 8,250 Est. Cost $28.15 Unrealized +7.1%
MCK MCKESSON HBOC INC 0.0%
Value ($000) $245 Shares 1,231 Est. Cost $189.30 Unrealized +3.1%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $243 Shares 3,274 Est. Cost $55.93 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $240 Shares 1,324 Est. Cost $242.15 Unrealized -19.4%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $233 Shares 2,386 Est. Cost $50.36 Unrealized +73.3%
PPG PPG INDS INC COM 0.0%
Value ($000) $226 Shares 1,580 Est. Cost $79.61 Unrealized +84.3%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $225 Shares 1,366 Est. Cost $157.35 Unrealized +2.8%
IJT ISHARES TR SP SMCP600GR ETF 0.0%
Value ($000) $225 Shares 1,734 Est. Cost $118.49 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $223 Shares 1,781 Est. Cost $90.03 Unrealized +26.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $199 Shares 577 Est. Cost $322.79 Unrealized -0.6%
AEP AMERICAN ELECTRIC POWER CO 0.0%
Value ($000) $195 Shares 2,400 Est. Cost $63.90 Unrealized +16.4%
MTDR MATADOR RES CO 0.0%
Value ($000) $192 Shares 5,050 Est. Cost $17.33 Unrealized +77.0%
KLAC KLA-TENCOR CORPORATION 0.0%
Value ($000) $186 Shares 556 Est. Cost $223.02 Unrealized +42.9%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $185 Shares 1,959 Est. Cost $45.44 Unrealized +100.7%
VZ VERIZON COMMUNICATIONS INC USD 0.0%
Value ($000) $181 Shares 3,353 Est. Cost $35.27 Unrealized +20.0%
LEN LENNAR CORP COM 0.0%
Value ($000) $179 Shares 1,915 Est. Cost $77.27 Unrealized +20.1%
BA BOEING CO 0.0%
Value ($000) $173 Shares 788 Est. Cost $197.00 Unrealized +13.2%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $170 Shares 2,834 Est. Cost $54.68 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $168 Shares 1,206 Est. Cost $111.02 Unrealized +1.0%
ACN ACCENTURE PLC 0.0%
Value ($000) $165 Shares 515 Est. Cost $119.48 Unrealized +155.7%
VTI VANGUARD TOTAL STOCK MKT ETF 0.0%
Value ($000) $163 Shares 736 Est. Cost $42909.09 Unrealized
D DOMINION RES INC VA 0.0%
Value ($000) $160 Shares 2,192 Est. Cost $60.70 Unrealized +2.9%
MKTX MARKETAXESS HOLDINGS INC 0.0%
Value ($000) $158 Shares 376 Est. Cost $503.06 Unrealized -13.7%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $150 Shares 711 Est. Cost $182.90 Unrealized +10.9%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $147 Shares 1,067 Est. Cost $54.97 Unrealized +127.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $144 Shares 526 Est. Cost $132.25 Unrealized +112.4%
MO ALTRIA GROUP INC 0.0%
Value ($000) $143 Shares 3,155 Est. Cost $19.80 Unrealized +71.7%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $141 Shares 2,000 Est. Cost $40.50 Unrealized +42.1%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $141 Shares 1,251 Est. Cost $39.79 Unrealized +149.5%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $140 Shares 2,359 Est. Cost $34.07 Unrealized +37.0%
GE GENERAL ELECTRIC CO COM 0.0%
Value ($000) $136 Shares 1,319 Est. Cost $62.95 Unrealized 0.0%
MLM MARTIN MARIETTA MATLS 0.0%
Value ($000) $135 Shares 395 Est. Cost $89.34 Unrealized +296.1%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $133 Shares 2,221 Est. Cost $42.82 Unrealized +23.7%
IQV IQVIA HOLDINGS INC 0.0%
Value ($000) $127 Shares 532 Est. Cost $250.06 Unrealized +0.9%
PSX PHILLIPS 66 0.0%
Value ($000) $124 Shares 1,776 Est. Cost $58.96 Unrealized +3.8%
PSN PARSONS CORP 0.0%
Value ($000) $121 Shares 3,598 Est. Cost $36.50 Unrealized 0.0%
EFAV ISHARES EDGE MSCI MIN VOL 0.0%
Value ($000) $115 Shares 1,529 Est. Cost $64.02 Unrealized
ABBV ABBVIE INC USD 0.01 0.0%
Value ($000) $111 Shares 1,033 Est. Cost $55.25 Unrealized +75.9%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $98 Shares 500 Est. Cost $128.16 Unrealized +39.3%
IAU ISHARES GOLD TR NPV NEW 0.0%
Value ($000) $97 Shares 2,919 Est. Cost $33.68 Unrealized
KLIC KULICKE & SOFFA INDS INC 0.0%
Value ($000) $93 Shares 1,600 Est. Cost $26.80 Unrealized +116.0%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $90 Shares 1,319 Est. Cost $27.24 Unrealized +4.1%
SO SOUTHERN COMPANY 0.0%
Value ($000) $89 Shares 1,432 Est. Cost $48.06 Unrealized +13.8%
HAL HALLIBURTON COMPANY 0.0%
Value ($000) $89 Shares 4,131 Est. Cost $14.32 Unrealized +31.3%
LINDE PLC EUR 0.0%
Value ($000) $88 Shares 300 Est. Cost $156.41 Unrealized
XLE SECTOR SPDR TR ENERGY 0.0%
Value ($000) $87 Shares 1,668 Est. Cost $64.02 Unrealized
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value ($000) $83 Shares 6,040 Est. Cost $9.11 Unrealized
DISCOVERY COMMUNICATIONSL INC CL A 0.0%
Value ($000) $80 Shares 3,154 Est. Cost $26.00 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $80 Shares 673 Est. Cost $67.27 Unrealized +68.7%
SHOP SHOPIFY INC 0.0%
Value ($000) $79 Shares 58 Est. Cost $80.44 Unrealized +86.3%
DOW DOW INC 0.0%
Value ($000) $76 Shares 1,319 Est. Cost $36.05 Unrealized +32.6%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $76 Shares 1,000 Est. Cost $47.98 Unrealized +49.4%
LOB LIVE OAK BANCSHARES INC 0.0%
Value ($000) $75 Shares 1,173 Est. Cost $27.32 Unrealized +116.9%
MMM 3M CO 0.0%
Value ($000) $75 Shares 425 Est. Cost $100.09 Unrealized +37.2%
EQUITRANS MIDSTREAM CORP 0.0%
Value ($000) $73 Shares 7,180 Est. Cost $8.57 Unrealized
EZU ISHARES MSCI EUROZONE ETF 0.0%
Value ($000) $73 Shares 1,520 Est. Cost $46.71 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $72 Shares 296 Est. Cost $188.06 Unrealized +25.1%
ZM ZOOM VIDEO COMMUNICATIONS 0.0%
Value ($000) $72 Shares 277 Est. Cost $348.29 Unrealized -3.2%
CI CIGNA CORP NEW 0.0%
Value ($000) $72 Shares 360 Est. Cost $195.38 Unrealized +2.8%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $69 Shares 972 Est. Cost $82.77 Unrealized -11.5%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $69 Shares 260 Est. Cost $66.59 Unrealized +268.2%
XILINX INC 0.0%
Value ($000) $66 Shares 439 Est. Cost $85.51 Unrealized
WSBC WESBANCO INC 0.0%
Value ($000) $64 Shares 1,891 Est. Cost $21.26 Unrealized +55.8%
EBS EMERGENT BIO SOLUTIONS 0.0%
Value ($000) $64 Shares 1,285 Est. Cost $77.10 Unrealized -21.5%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $60 Shares 214 Est. Cost $189.74 Unrealized +47.8%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $59 Shares 447 Est. Cost $112.39 Unrealized +2.8%
TFC TRUIST FINANCIAL CORPORATION 0.0%
Value ($000) $55 Shares 945 Est. Cost $45.10 Unrealized +0.0%
HILL ROM HLDGS 0.0%
Value ($000) $54 Shares 360 Est. Cost $111.11 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $53 Shares 1,800 Est. Cost $23.01 Unrealized +9.4%
BBY BEST BUY COMPANY INC 0.0%
Value ($000) $53 Shares 505 Est. Cost $94.95 Unrealized -3.1%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $52 Shares 861 Est. Cost $47.96 Unrealized +22.8%
TRV TRAVELERS COS INC 0.0%
Value ($000) $52 Shares 340 Est. Cost $97.61 Unrealized +45.2%
ENVX ENOVIX CORP 0.0%
Value ($000) $51 Shares 2,710 Est. Cost $17.21 Unrealized 0.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $49 Shares 574 Est. Cost $54.61 Unrealized +41.7%
THOMSON REUTERS CORP 0.0%
Value ($000) $49 Shares 440 Est. Cost $88.64 Unrealized
DOCS DOXIMITY INC 0.0%
Value ($000) $48 Shares 600 Est. Cost $73.14 Unrealized 0.0%
EEM ISHARES MSCI EMER MKTS IDX MARKETS INDEX 0.0%
Value ($000) $48 Shares 958 Est. Cost $49.67 Unrealized
MKL MARKEL CORPORATION (HOLDING COMPANY) 0.0%
Value ($000) $48 Shares 40 Est. Cost $523.59 Unrealized +135.5%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $47 Shares 307 Est. Cost $67.53 Unrealized +1.1%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $44 Shares 1,203 Est. Cost $46.27 Unrealized -34.0%
EW EDWARDS LIFE SCIENCES CORP 0.0%
Value ($000) $44 Shares 392 Est. Cost $84.54 Unrealized +35.0%
ECL ECOLAB INC COM 0.0%
Value ($000) $42 Shares 200 Est. Cost $117.38 Unrealized +77.7%
AA ALCOA UPSTREAM CORP 0.0%
Value ($000) $42 Shares 864 Est. Cost $40.36 Unrealized 0.0%
BP BP AMOCO P L C 0.0%
Value ($000) $42 Shares 1,543 Est. Cost $3716.75 Unrealized
BAC BANKAMERICA CORP NEW 0.0%
Value ($000) $40 Shares 940 Est. Cost $28.60 Unrealized +26.2%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $40 Shares 695 Est. Cost $30.64 Unrealized +80.9%
MRNA MODERNA INC 0.0%
Value ($000) $40 Shares 105 Est. Cost $72.07 Unrealized +411.7%
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $40 Shares 200 Est. Cost $82.28 Unrealized +128.1%
SYY SYSCO CORP COM 0.0%
Value ($000) $39 Shares 497 Est. Cost $60.54 Unrealized +12.0%
MA MASTERCARD INCORPORATE 0.0%
Value ($000) $37 Shares 105 Est. Cost $167.75 Unrealized +111.5%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $36 Shares 135 Est. Cost $192.28 Unrealized +29.3%
GLW CORNING INCORPORATED 0.0%
Value ($000) $35 Shares 947 Est. Cost $27.07 Unrealized +30.3%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $34 Shares 320 Est. Cost $64.45 Unrealized +29.4%
GLD SPDR GOLD TR 0.0%
Value ($000) $33 Shares 200 Est. Cost $5927.38 Unrealized
IYC ISHARES US CONSUMER SERVICESETF 0.0%
Value ($000) $32 Shares 408 Est. Cost $97.43 Unrealized
INARI MED INC 0.0%
Value ($000) $32 Shares 400 Est. Cost $80.00 Unrealized
TIP ISHARES BARCLAYS TIPS BOND FUND 0.0%
Value ($000) $32 Shares 247 Est. Cost $125.26 Unrealized
BABA ALIBABA 0.0%
Value ($000) $30 Shares 200 Est. Cost $215.23 Unrealized
RIO RIO TINTO PLC 0.0%
Value ($000) $29 Shares 429 Est. Cost $83.92 Unrealized
ARCC ARES CAPITAL CORPORATION 0.0%
Value ($000) $29 Shares 1,441 Est. Cost $9.58 Unrealized +37.9%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $29 Shares 172 Est. Cost $69.52 Unrealized +123.4%
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $27 Shares 390 Est. Cost $51.87 Unrealized -0.3%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $24 Shares 300 Est. Cost $65.81 Unrealized 0.0%
SYBT STOCK YDS BANCORP INC NPV 0.0%
Value ($000) $23 Shares 385 Est. Cost $51.67 Unrealized -1.0%
SIRIUS XM HLDGS INC 0.0%
Value ($000) $23 Shares 3,700 Est. Cost $5.12 Unrealized
ICUI ICU MEDIAL INC 0.0%
Value ($000) $23 Shares 100 Est. Cost $66.13 Unrealized +217.1%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $22 Shares 250 Est. Cost $44.58 Unrealized +81.4%
VB VANGUARD INDEX FDS SMALL CP ETF 0.0%
Value ($000) $22 Shares 99 Est. Cost $148.95 Unrealized
LULU LULULEMON ATHLETICA INC USD 0.01 0.0%
Value ($000) $20 Shares 50 Est. Cost $186.88 Unrealized +114.3%
IWF ISHARES RUSSELL 1000 GROWTH INDEX FUND 0.0%
Value ($000) $20 Shares 73 Est. Cost $135.14 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $18 Shares 300 Est. Cost $35.24 Unrealized +44.6%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $18 Shares 101 Est. Cost $121591.41 Unrealized
TRMB TRIMBLE NAVIGATION 0.0%
Value ($000) $16 Shares 200 Est. Cost $22.08 Unrealized +297.7%
STT STATE STREET CORP 0.0%
Value ($000) $15 Shares 174 Est. Cost $44.85 Unrealized +67.5%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $14 Shares 257 Est. Cost $22.18 Unrealized +131.2%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $14 Shares 85 Est. Cost $105.88 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $14 Shares 201 Est. Cost $42.97 Unrealized +14.7%
APPHARVEST INC 0.0%
Value ($000) $13 Shares 1,928 Est. Cost $9.40 Unrealized
WOR WORTHINGTON IND INC 0.0%
Value ($000) $13 Shares 250 Est. Cost $20.24 Unrealized +78.2%
IWB ISHARES TR RUS 1000 ETF 0.0%
Value ($000) $13 Shares 52 Est. Cost $113.82 Unrealized
HLLY HOLLEY INC 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $11.22 Unrealized 0.0%
DPZ DOMINO'S PIZZA INC 0.0%
Value ($000) $11 Shares 23 Est. Cost $68.05 Unrealized +602.0%
CONTRAFECT CORP 0.0%
Value ($000) $10 Shares 2,500 Est. Cost $4.00 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $10 Shares 230 Est. Cost $39.13 Unrealized
EBAY EBAY INC COM 0.0%
Value ($000) $9 Shares 134 Est. Cost $35.93 Unrealized +84.1%
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $8 Shares 277 Est. Cost $65.72 Unrealized -60.4%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $8 Shares 94 Est. Cost $69.88 Unrealized +2.4%
ADR OATLY GROUP AB 0.0%
Value ($000) $8 Shares 549 Est. Cost $14.57 Unrealized
WFC WELLS FARGO & COMPANY NEW 0.0%
Value ($000) $8 Shares 165 Est. Cost $39.17 Unrealized +6.2%
VERINT SYSTEMS INC 0.0%
Value ($000) $7 Shares 155 Est. Cost $64.52 Unrealized
ERIC ERICKSSON TELEPHONE CO NEW 0.0%
Value ($000) $7 Shares 640 Est. Cost $12.50 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $7 Shares 170 Est. Cost $25.09 Unrealized +64.3%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $7 Shares 171 Est. Cost $41.67 Unrealized -10.2%
NVS NOVARTIS A G SPONSORED ADR 0.0%
Value ($000) $6 Shares 70 Est. Cost $27218.37 Unrealized
NCINO INC 0.0%
Value ($000) $6 Shares 81 Est. Cost $74.07 Unrealized
GOOS CANADA GOOSE HOLDINGS 0.0%
Value ($000) $5 Shares 150 Est. Cost $39.85 Unrealized 0.0%
CDW CDW CORP COM 0.0%
Value ($000) $5 Shares 30 Est. Cost $106.19 Unrealized +68.5%
AIG AMERICAN INTL GROUP 0.0%
Value ($000) $5 Shares 100 Est. Cost $44.32 Unrealized +5.2%
CPRI CAPRI HOLDINGS LTD 0.0%
Value ($000) $5 Shares 100 Est. Cost $43.70 Unrealized +24.6%
RCI ROGERS COMMUNICATIONS INC CL B NON-VTG 0.0%
Value ($000) $5 Shares 100 Est. Cost $47.39 Unrealized +6.2%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $5 Shares 50 Est. Cost $45.70 Unrealized 0.0%
DANIMER SCIENTIFIC, INC. 0.0%
Value ($000) $5 Shares 300 Est. Cost $36.67 Unrealized
PCH POTLATCHDELTIC CORPORATION 0.0%
Value ($000) $4 Shares 70 Est. Cost $57.14 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $4 Shares 31 Est. Cost $85.31 Unrealized +29.5%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $4 Shares 83 Est. Cost $17.13 Unrealized +196.0%
OXY/WS OCCIDENTAL PETROLEUM CORP WARRANTS 0.0%
Value ($000) $3 Shares 225 Est. Cost $8.89 Unrealized
POSEIDA THERAPEUTICS INC 0.0%
Value ($000) $3 Shares 453 Est. Cost $8.83 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $11194.53 Unrealized
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $3 Shares 150 Est. Cost $18.53 Unrealized +9.4%
CGNT COGNYTE SOFTWARE LTD 0.0%
Value ($000) $3 Shares 155 Est. Cost $29.48 Unrealized -13.3%
RADIUS HEALTH INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $25.00 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $1 Shares 28 Est. Cost $26.93 Unrealized -2.4%