CENTRAL BANK & TRUST CO Diversified Active

CIK: 0001175954 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 18, 2022

Total Value ($000): $647,975 (100.0% shares, 0.0% debt)

Holdings (319)

NVDA NVIDIA CORP COM 5.4%
Value ($000) $34,677 Shares 117,909 Est. Cost $15.70 Unrealized +74.9%
VWOB VANGUARD EMERG MKTS GOV BND ETF 4.2%
Value ($000) $27,176 Shares 349,988 Est. Cost $76.74 Unrealized
SPY SPDR S&P 500 ETF TRUST 3.3%
Value ($000) $21,289 Shares 44,823 Est. Cost $16558.19 Unrealized
AAPL APPLE INC 3.3%
Value ($000) $21,116 Shares 118,919 Est. Cost $84.27 Unrealized +83.6%
AGG ISHARES TR CORE US AGGREGATE BOND ETF 3.0%
Value ($000) $19,689 Shares 172,586 Est. Cost $112.40 Unrealized
GOOGL ALPHABET INC CAP STK CL A 2.8%
Value ($000) $18,150 Shares 6,265 Est. Cost $38.23 Unrealized +273.9%
VNQ VANGUARD INDEX FDS REIT #986 2.6%
Value ($000) $17,021 Shares 146,717 Est. Cost $10238.79 Unrealized
MSFT MICROSOFT CORP 2.4%
Value ($000) $15,788 Shares 46,944 Est. Cost $134.54 Unrealized +132.9%
VWO VANGUARD MSCI EMERGING MARKETS ETF 2.4%
Value ($000) $15,707 Shares 317,631 Est. Cost $1289.54 Unrealized
AMZN AMAZON COM INC 2.1%
Value ($000) $13,504 Shares 4,050 Est. Cost $48.88 Unrealized +250.1%
ADBE ADOBE SYSTEMS INCORPORATED 2.1%
Value ($000) $13,474 Shares 23,761 Est. Cost $90.27 Unrealized +592.5%
INTU INTUIT INC 2.1%
Value ($000) $13,357 Shares 20,767 Est. Cost $210.09 Unrealized +186.3%
AMAT APPLIED MATERIALS INC 2.0%
Value ($000) $12,920 Shares 82,106 Est. Cost $84.15 Unrealized +65.9%
SPGI S&P GLOBAL INC 2.0%
Value ($000) $12,689 Shares 26,888 Est. Cost $145.47 Unrealized +203.7%
COST COSTCO WHOLESALE CORP 1.8%
Value ($000) $11,427 Shares 20,129 Est. Cost $128.80 Unrealized +278.9%
UNH UNITEDHEALTH GROUP INC COM 1.7%
Value ($000) $11,244 Shares 22,392 Est. Cost $165.35 Unrealized +155.3%
EFA ISHARES MSCI EAFE INDEX FD 1.7%
Value ($000) $10,914 Shares 138,713 Est. Cost $67.18 Unrealized
HYG ISHARES TR IBOXX USD HIGH YIELD CORP ETF 1.7%
Value ($000) $10,801 Shares 124,135 Est. Cost $83.92 Unrealized
ACM AECOM TECHNOLOGY CORP 1.6%
Value ($000) $10,120 Shares 130,830 Est. Cost $62.86 Unrealized +7.4%
DHI D R HORTON INC 1.5%
Value ($000) $9,522 Shares 87,801 Est. Cost $52.53 Unrealized +75.7%
V VISA INC CLASS A 1.4%
Value ($000) $9,284 Shares 42,840 Est. Cost $58.24 Unrealized +257.4%
URI UNITED RENTALS INC 1.4%
Value ($000) $9,224 Shares 27,759 Est. Cost $128.15 Unrealized +169.4%
ISRG INTUITIVE SURGICAL INC 1.3%
Value ($000) $8,615 Shares 23,979 Est. Cost $289.75 Unrealized +18.7%
IWM I SHARES RUSSELL 2000 1.2%
Value ($000) $8,068 Shares 36,268 Est. Cost $9659.34 Unrealized
VEA VANGUARD MSCI EURO PACIFIC ETF 1.2%
Value ($000) $7,974 Shares 156,182 Est. Cost $39.46 Unrealized
CMCSA COMCAST CORP NEW CL A 1.2%
Value ($000) $7,590 Shares 150,812 Est. Cost $32.42 Unrealized +42.3%
QCOM QUALCOMM INC 1.2%
Value ($000) $7,544 Shares 41,256 Est. Cost $70.24 Unrealized +107.9%
MDY SPDR S&P MIDCAP 400 ETF TRUST 1.2%
Value ($000) $7,524 Shares 14,534 Est. Cost $37878.32 Unrealized
TGT TARGET CORP 1.2%
Value ($000) $7,463 Shares 32,246 Est. Cost $92.44 Unrealized +131.7%
SHW SHERWIN WILLIAMS CO COM 1.1%
Value ($000) $7,431 Shares 21,103 Est. Cost $225.01 Unrealized +38.3%
DG DOLLAR GEN CORP NEW 1.1%
Value ($000) $7,206 Shares 30,558 Est. Cost $109.70 Unrealized +88.1%
MCO MOODYS CORP COM 1.1%
Value ($000) $7,093 Shares 18,161 Est. Cost $220.69 Unrealized +68.7%
BX BLACKSTONE INC 1.1%
Value ($000) $6,989 Shares 54,015 Est. Cost $101.17 Unrealized +14.8%
AMGN AMGEN INC 1.0%
Value ($000) $6,623 Shares 29,439 Est. Cost $132.39 Unrealized +39.9%
LAM RESEARCH CORP COM 1.0%
Value ($000) $6,495 Shares 9,032 Est. Cost $288.89 Unrealized
HSY HERSHEY COMPANY 1.0%
Value ($000) $6,191 Shares 32,001 Est. Cost $101.75 Unrealized +60.8%
UNP UNION PACIFIC CORP 0.9%
Value ($000) $6,107 Shares 24,240 Est. Cost $124.59 Unrealized +72.6%
MS MORGAN STANLEY 0.9%
Value ($000) $5,974 Shares 60,864 Est. Cost $78.21 Unrealized +10.9%
NUE NUCOR CORP 0.9%
Value ($000) $5,733 Shares 50,221 Est. Cost $88.78 Unrealized +15.5%
PGR PROGRESSIVE CORP OHIO 0.8%
Value ($000) $5,436 Shares 52,961 Est. Cost $48.29 Unrealized +77.6%
DKS DICK'S SPORTING GOODS 0.8%
Value ($000) $5,391 Shares 46,886 Est. Cost $63.54 Unrealized +71.3%
SYK STRYKER CORP COM 0.8%
Value ($000) $5,386 Shares 20,141 Est. Cost $110.17 Unrealized +127.9%
CATALENT INC 0.8%
Value ($000) $5,268 Shares 41,144 Est. Cost $133.07 Unrealized
TROW T ROWE PRICE GROUP INC 0.8%
Value ($000) $5,160 Shares 26,241 Est. Cost $136.93 Unrealized +23.2%
ZTS ZOETIS INC 0.8%
Value ($000) $5,098 Shares 20,891 Est. Cost $130.27 Unrealized +61.6%
EA ELECTRONIC ARTS 0.8%
Value ($000) $4,996 Shares 37,877 Est. Cost $128.80 Unrealized +2.1%
XYZ BLOCK INC 0.6%
Value ($000) $4,191 Shares 25,949 Est. Cost $242.22 Unrealized -10.5%
META META PLATFORMS INC 0.6%
Value ($000) $4,028 Shares 11,977 Est. Cost $169.87 Unrealized +94.1%
QAI IQ HEDGE MULTI-STRATEGY TRACKER ETF 0.6%
Value ($000) $4,001 Shares 125,843 Est. Cost $31.79 Unrealized
CAT CATERPILLAR INC 0.6%
Value ($000) $3,764 Shares 18,205 Est. Cost $209.22 Unrealized -10.8%
IJH ISHARES TR S&P MIDCAP 400 0.6%
Value ($000) $3,691 Shares 13,040 Est. Cost $170.11 Unrealized
SCZ ISHARES TR EAFE SML CP ETF 0.5%
Value ($000) $3,561 Shares 48,725 Est. Cost $55.03 Unrealized
CMBS ISHARES CMBS 0.5%
Value ($000) $3,385 Shares 63,840 Est. Cost $54.94 Unrealized
IJR ISHARES S&P SMALLCAP 600 INDEX FUND 0.5%
Value ($000) $3,322 Shares 29,007 Est. Cost $68.90 Unrealized
MAS MASCO CORPORATION 0.5%
Value ($000) $3,155 Shares 44,929 Est. Cost $26.72 Unrealized +123.9%
HON HONEYWELL INTL INC COM 0.5%
Value ($000) $3,106 Shares 14,898 Est. Cost $76.23 Unrealized +142.8%
IVV ISHARES S&P 500 INDEX FUND US 0.4%
Value ($000) $2,824 Shares 5,920 Est. Cost $1104.87 Unrealized
SBUX STARBUCKS CORPORATION 0.4%
Value ($000) $2,774 Shares 23,720 Est. Cost $52.31 Unrealized +95.4%
HD HOME DEPOT INC 0.4%
Value ($000) $2,644 Shares 6,371 Est. Cost $124.43 Unrealized +175.8%
XLF SELECT SECTOR FINANCIAL 0.4%
Value ($000) $2,608 Shares 66,793 Est. Cost $26.48 Unrealized
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $2,536 Shares 15,502 Est. Cost $73.12 Unrealized +83.5%
CSX CSX CORP 0.3%
Value ($000) $2,214 Shares 58,909 Est. Cost $32.57 Unrealized +2.2%
ICE INTERCONTINENTAL EXCHANGE 0.3%
Value ($000) $2,194 Shares 16,040 Est. Cost $53.57 Unrealized +134.0%
WMB WILLIAMS COS INC 0.3%
Value ($000) $2,182 Shares 83,794 Est. Cost $20.45 Unrealized +11.3%
LOW LOWES COS INC COM 0.3%
Value ($000) $2,157 Shares 8,347 Est. Cost $77.40 Unrealized +184.0%
FDX FEDEX CORPORATION 0.3%
Value ($000) $2,110 Shares 8,159 Est. Cost $248.40 Unrealized -11.5%
TXN TEXAS INSTRUMENTS INC 0.3%
Value ($000) $2,061 Shares 10,938 Est. Cost $79.93 Unrealized +112.9%
TSCO TRACTOR SUPPLY CO COM 0.3%
Value ($000) $2,058 Shares 8,625 Est. Cost $26.62 Unrealized +53.0%
HUM HUMANA INC 0.3%
Value ($000) $2,048 Shares 4,415 Est. Cost $71.82 Unrealized +491.5%
XEL XCEL ENERGY INC 0.3%
Value ($000) $2,035 Shares 30,053 Est. Cost $38.06 Unrealized +49.4%
NFLX NETFLIX COM 0.3%
Value ($000) $1,989 Shares 3,302 Est. Cost $46.75 Unrealized +36.7%
CRL CHARLES RIVER LABS 0.3%
Value ($000) $1,932 Shares 5,129 Est. Cost $388.52 Unrealized 0.0%
SCHW CHARLES SCHWAB CORP 0.3%
Value ($000) $1,857 Shares 22,086 Est. Cost $50.50 Unrealized +51.5%
UPS UNITED PARCEL SERVICE 0.3%
Value ($000) $1,816 Shares 8,471 Est. Cost $135.18 Unrealized +24.7%
TJX TJX COS INC NEW 0.3%
Value ($000) $1,735 Shares 22,847 Est. Cost $38.61 Unrealized +69.0%
BIIB BIOGEN INC 0.3%
Value ($000) $1,634 Shares 6,811 Est. Cost $243.75 Unrealized +5.5%
XLV SECTOR SPDR TR FUND HEALTH CARE 0.3%
Value ($000) $1,625 Shares 11,535 Est. Cost $93.45 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $1,604 Shares 2,404 Est. Cost $237.74 Unrealized +159.6%
DIS DISNEY (WALT) COMPANY HOLDING CO 0.2%
Value ($000) $1,530 Shares 9,883 Est. Cost $66.76 Unrealized +136.3%
CRM SALESFORCE.COM 0.2%
Value ($000) $1,513 Shares 5,953 Est. Cost $72.85 Unrealized +281.1%
REGN REGENERON PHARMACEUTICALS 0.2%
Value ($000) $1,510 Shares 2,391 Est. Cost $568.31 Unrealized +7.6%
KMI KINDER MORGAN INC DE 0.2%
Value ($000) $1,506 Shares 94,978 Est. Cost $13.27 Unrealized -0.5%
NOW SERVICENOW INC 0.2%
Value ($000) $1,503 Shares 2,315 Est. Cost $79.25 Unrealized +65.7%
JPM J P MORGAN CHASE & CO 0.2%
Value ($000) $1,470 Shares 9,283 Est. Cost $93.01 Unrealized +58.9%
PFE PFIZER INC 0.2%
Value ($000) $1,427 Shares 24,163 Est. Cost $21.45 Unrealized +87.5%
ORCL ORACLE CORPORATION 0.2%
Value ($000) $1,426 Shares 16,354 Est. Cost $29.31 Unrealized +203.4%
XLC SELECT SECTOR COMM SERVICES 0.2%
Value ($000) $1,420 Shares 18,280 Est. Cost $47.64 Unrealized
ALL ALLSTATE CORP 0.2%
Value ($000) $1,383 Shares 11,753 Est. Cost $89.75 Unrealized +19.1%
TSLA TESLA, INC 0.2%
Value ($000) $1,347 Shares 1,275 Est. Cost $102.75 Unrealized +226.4%
HOLX HOLOGIC INCORPORATED 0.2%
Value ($000) $1,293 Shares 16,892 Est. Cost $66.87 Unrealized +9.9%
INTC INTEL CORP 0.2%
Value ($000) $1,218 Shares 23,653 Est. Cost $43.09 Unrealized +9.7%
MRK MERCK & CO INC NEW 0.2%
Value ($000) $1,202 Shares 15,696 Est. Cost $55.28 Unrealized +26.4%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,102 Shares 6,442 Est. Cost $66.83 Unrealized +117.1%
XLP SECTOR SPDR TR CONS STAPLES 0.2%
Value ($000) $1,060 Shares 13,741 Est. Cost $56.64 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $1,051 Shares 16,859 Est. Cost $43.77 Unrealized +12.5%
AEE AMEREN CORP 0.2%
Value ($000) $1,020 Shares 11,461 Est. Cost $59.36 Unrealized +26.4%
CTAS CINTAS CORP COM 0.2%
Value ($000) $1,008 Shares 2,275 Est. Cost $82.02 Unrealized +26.5%
DE DEERE & CO 0.2%
Value ($000) $1,002 Shares 2,923 Est. Cost $300.50 Unrealized +9.3%
FISV FISERV INC USD 0.01 0.2%
Value ($000) $994 Shares 9,580 Est. Cost $47.12 Unrealized +119.4%
SVB FINL GROUP 0.2%
Value ($000) $990 Shares 1,460 Est. Cost $514.00 Unrealized
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $921 Shares 3,731 Est. Cost $109.47 Unrealized +92.1%
KR KROGER CO 0.1%
Value ($000) $913 Shares 20,174 Est. Cost $29.97 Unrealized +28.4%
VOO VANGUARD INDEX FUNDS S&P 500 ETF 0.1%
Value ($000) $870 Shares 1,993 Est. Cost $269.26 Unrealized
CBOE CBOE GLOBAL MARKETS INC 0.1%
Value ($000) $857 Shares 6,571 Est. Cost $90.85 Unrealized +34.9%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $809 Shares 2,091 Est. Cost $278.32 Unrealized +25.1%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $797 Shares 8,539 Est. Cost $55.62 Unrealized +39.1%
FAST FASTENAL CO 0.1%
Value ($000) $791 Shares 12,353 Est. Cost $20.74 Unrealized +28.6%
DHR DANAHER CORP DEL COM 0.1%
Value ($000) $728 Shares 2,213 Est. Cost $214.73 Unrealized +25.8%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $712 Shares 4,945 Est. Cost $80.37 Unrealized +67.3%
LLY LILLY ELI & CO 0.1%
Value ($000) $696 Shares 2,519 Est. Cost $111.03 Unrealized +119.6%
CMI CUMMINS INC 0.1%
Value ($000) $679 Shares 3,111 Est. Cost $141.41 Unrealized +45.6%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $666 Shares 10,515 Est. Cost $20.83 Unrealized +142.3%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $657 Shares 227 Est. Cost $84.95 Unrealized +68.9%
EOG EOG RES INC 0.1%
Value ($000) $639 Shares 7,194 Est. Cost $56.54 Unrealized +29.7%
CVX CHEVRON CORPORATION 0.1%
Value ($000) $636 Shares 5,424 Est. Cost $71.76 Unrealized +33.9%
PEP PEPSICO INC 0.1%
Value ($000) $599 Shares 3,447 Est. Cost $69.92 Unrealized +105.2%
IWR ISHARES RUSSELL MID CAP INDEX 0.1%
Value ($000) $589 Shares 7,098 Est. Cost $1286.72 Unrealized
EQT EQT CORP 0.1%
Value ($000) $586 Shares 26,885 Est. Cost $12.66 Unrealized +55.2%
XLY SELECT SECTOR CONS DISC 0.1%
Value ($000) $585 Shares 2,863 Est. Cost $116.10 Unrealized
WMT WAL-MART STORES INC COM 0.1%
Value ($000) $579 Shares 3,999 Est. Cost $37.16 Unrealized +21.6%
XLI SECTOR SPDR INDUSTRIALS 0.1%
Value ($000) $560 Shares 5,293 Est. Cost $75.22 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $554 Shares 833 Est. Cost $35.03 Unrealized +47.8%
XLU SECTOR SPDR UTILITIES 0.1%
Value ($000) $548 Shares 7,653 Est. Cost $59.03 Unrealized
NKE NIKE INC CL B 0.1%
Value ($000) $541 Shares 3,245 Est. Cost $53.89 Unrealized +186.8%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $537 Shares 3,285 Est. Cost $109.24 Unrealized +48.1%
MCD MCDONALDS CORP 0.1%
Value ($000) $531 Shares 1,980 Est. Cost $90.87 Unrealized +152.7%
MNST MONSTER BEVERAGE CORP NEW COM 0.1%
Value ($000) $530 Shares 5,515 Est. Cost $34.36 Unrealized +29.4%
ADSK AUTODESK INC 0.1%
Value ($000) $522 Shares 1,855 Est. Cost $135.07 Unrealized +115.8%
GFS GLOBAL FOUNDRIES INC 0.1%
Value ($000) $520 Shares 8,000 Est. Cost $62.07 Unrealized 0.0%
ACTIVISION BLIZZARD INC 0.1%
Value ($000) $509 Shares 7,654 Est. Cost $92.91 Unrealized
EL LAUDER ESTEE COS INC CL A 0.1%
Value ($000) $509 Shares 1,376 Est. Cost $210.67 Unrealized +50.8%
ELV ANTHEM INC 0.1%
Value ($000) $486 Shares 1,048 Est. Cost $307.09 Unrealized +29.3%
KO COCA COLA CO 0.1%
Value ($000) $482 Shares 8,142 Est. Cost $32.62 Unrealized +50.8%
WM WASTE MANAGEMENT INC NEW 0.1%
Value ($000) $482 Shares 2,888 Est. Cost $94.29 Unrealized +59.8%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $478 Shares 1,250 Est. Cost $331.62 Unrealized +7.5%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $461 Shares 1,832 Est. Cost $105.93 Unrealized +111.0%
TMUS T MOBILE US INC 0.1%
Value ($000) $445 Shares 3,837 Est. Cost $104.16 Unrealized +9.1%
ADM ARCHER DANIELS MIDLAND CO COM 0.1%
Value ($000) $435 Shares 6,442 Est. Cost $52.37 Unrealized +9.6%
T AT&T INC 0.1%
Value ($000) $432 Shares 17,550 Est. Cost $14.49 Unrealized +1.2%
DISCOVER FINANCIAL SERVICES 0.1%
Value ($000) $430 Shares 3,722 Est. Cost $2254.22 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $426 Shares 6,961 Est. Cost $53.13 Unrealized +1.4%
BLACKROCK INC 0.1%
Value ($000) $409 Shares 447 Est. Cost $855.68 Unrealized
MAR MARRIOTT INTL INC CLASS A 0.1%
Value ($000) $407 Shares 2,461 Est. Cost $89.64 Unrealized +69.2%
TFC TRUIST FINANCIAL CORPORATION 0.1%
Value ($000) $407 Shares 6,945 Est. Cost $49.08 Unrealized +1.3%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $344 Shares 3,617 Est. Cost $51.74 Unrealized +47.5%
LDOS LEIDOS HOLDINGS INC 0.1%
Value ($000) $339 Shares 3,812 Est. Cost $82.07 Unrealized +8.1%
VTWO VANGUARD RUSSELL 0.1%
Value ($000) $332 Shares 3,694 Est. Cost $102.02 Unrealized
VZ VERIZON COMMUNICATIONS INC USD 0.1%
Value ($000) $330 Shares 6,353 Est. Cost $37.68 Unrealized +7.2%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $323 Shares 4,322 Est. Cost $60.49 Unrealized
KLAC KLA-TENCOR CORPORATION 0.0%
Value ($000) $319 Shares 741 Est. Cost $259.59 Unrealized +42.3%
CVS CVS CAREMARK CORP 0.0%
Value ($000) $306 Shares 2,964 Est. Cost $57.12 Unrealized +40.9%
MCK MCKESSON HBOC INC 0.0%
Value ($000) $304 Shares 1,224 Est. Cost $189.30 Unrealized +13.5%
VPL VANGUARD MSCI PACIFIC ETF 0.0%
Value ($000) $301 Shares 3,859 Est. Cost $5431.74 Unrealized
CTBI COMMUNITY TRUST BANK 0.0%
Value ($000) $296 Shares 6,779 Est. Cost $23.48 Unrealized +56.7%
SHM SPDR NUVEEN BLOOMBERG BARCLAYS 0.0%
Value ($000) $295 Shares 6,000 Est. Cost $49.50 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $272 Shares 1,580 Est. Cost $79.61 Unrealized +85.3%
PNC PNC FINANCIAL SERVICES GROUPINC 0.0%
Value ($000) $267 Shares 1,330 Est. Cost $65.77 Unrealized +165.0%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $255 Shares 1,906 Est. Cost $109.36 Unrealized -2.6%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $253 Shares 1,629 Est. Cost $154.87 Unrealized -8.3%
PYPL PAYPAL HLDGINGS INC 0.0%
Value ($000) $245 Shares 1,298 Est. Cost $107.46 Unrealized +100.9%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $244 Shares 2,330 Est. Cost $50.36 Unrealized +71.3%
IJT ISHARES TR SP SMCP600GR ETF 0.0%
Value ($000) $241 Shares 1,734 Est. Cost $118.49 Unrealized
LEN LENNAR CORP COM 0.0%
Value ($000) $238 Shares 2,046 Est. Cost $78.47 Unrealized +22.5%
IQV IQVIA HOLDINGS INC 0.0%
Value ($000) $231 Shares 820 Est. Cost $253.38 Unrealized +2.4%
AEP AMERICAN ELECTRIC POWER CO 0.0%
Value ($000) $214 Shares 2,400 Est. Cost $63.90 Unrealized +13.4%
ACN ACCENTURE PLC 0.0%
Value ($000) $213 Shares 515 Est. Cost $119.48 Unrealized +187.3%
ABBV ABBVIE INC USD 0.01 0.0%
Value ($000) $208 Shares 1,533 Est. Cost $70.40 Unrealized +44.5%
AA ALCOA UPSTREAM CORP 0.0%
Value ($000) $207 Shares 3,473 Est. Cost $46.05 Unrealized +4.1%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $203 Shares 572 Est. Cost $322.79 Unrealized -4.3%
MTDR MATADOR RES CO 0.0%
Value ($000) $186 Shares 5,050 Est. Cost $17.33 Unrealized +136.0%
MDT MEDTRONIC PLC 0.0%
Value ($000) $184 Shares 1,780 Est. Cost $90.03 Unrealized +13.3%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $182 Shares 1,959 Est. Cost $45.44 Unrealized +90.4%
VTI VANGUARD TOTAL STOCK MKT ETF 0.0%
Value ($000) $178 Shares 736 Est. Cost $42909.09 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $178 Shares 711 Est. Cost $182.90 Unrealized +16.2%
MLM MARTIN MARIETTA MATLS 0.0%
Value ($000) $174 Shares 395 Est. Cost $89.34 Unrealized +342.1%
D DOMINION RES INC VA 0.0%
Value ($000) $172 Shares 2,192 Est. Cost $60.70 Unrealized +2.4%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $171 Shares 1,251 Est. Cost $39.79 Unrealized +176.1%
MMM 3M CO 0.0%
Value ($000) $164 Shares 925 Est. Cost $114.79 Unrealized +10.9%
BA BOEING CO 0.0%
Value ($000) $159 Shares 788 Est. Cost $197.00 Unrealized +7.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $157 Shares 526 Est. Cost $132.25 Unrealized +116.6%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $150 Shares 2,000 Est. Cost $40.50 Unrealized +60.8%
MO ALTRIA GROUP INC 0.0%
Value ($000) $149 Shares 3,155 Est. Cost $19.80 Unrealized +65.6%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $149 Shares 2,563 Est. Cost $54.68 Unrealized
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $143 Shares 1,049 Est. Cost $54.97 Unrealized +115.5%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $133 Shares 2,359 Est. Cost $34.07 Unrealized +43.3%
PSX PHILLIPS 66 0.0%
Value ($000) $129 Shares 1,776 Est. Cost $58.96 Unrealized +9.8%
GE GENERAL ELECTRIC CO COM 0.0%
Value ($000) $122 Shares 1,301 Est. Cost $62.95 Unrealized -2.2%
PSN PARSONS CORP 0.0%
Value ($000) $121 Shares 3,598 Est. Cost $36.50 Unrealized -4.9%
WALGREENS BOOTS ALLIANCE 0.0%
Value ($000) $117 Shares 2,240 Est. Cost $52.58 Unrealized
EFAV ISHARES EDGE MSCI MIN VOL 0.0%
Value ($000) $117 Shares 1,529 Est. Cost $64.02 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH INDEX FUND 0.0%
Value ($000) $115 Shares 376 Est. Cost $272.71 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $107 Shares 1,319 Est. Cost $27.24 Unrealized +7.2%
LOB LIVE OAK BANCSHARES INC 0.0%
Value ($000) $107 Shares 1,221 Est. Cost $29.52 Unrealized +182.0%
LINDE PLC EUR 0.0%
Value ($000) $104 Shares 300 Est. Cost $156.41 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $104 Shares 500 Est. Cost $128.16 Unrealized +44.5%
ENVX ENOVIX CORP 0.0%
Value ($000) $103 Shares 3,760 Est. Cost $20.13 Unrealized +37.5%
IAU ISHARES GOLD TR NPV NEW 0.0%
Value ($000) $102 Shares 2,919 Est. Cost $33.68 Unrealized
SO SOUTHERN COMPANY 0.0%
Value ($000) $98 Shares 1,432 Est. Cost $48.06 Unrealized +13.9%
KLIC KULICKE & SOFFA INDS INC 0.0%
Value ($000) $97 Shares 1,600 Est. Cost $26.80 Unrealized +98.8%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $95 Shares 673 Est. Cost $67.27 Unrealized +76.5%
DVY ISHARES DJ SELECT DIV ETF SELECT DIVID ETF 0.0%
Value ($000) $94 Shares 765 Est. Cost $122.88 Unrealized
HAL HALLIBURTON COMPANY 0.0%
Value ($000) $94 Shares 4,131 Est. Cost $14.32 Unrealized +52.1%
XILINX INC 0.0%
Value ($000) $93 Shares 439 Est. Cost $85.51 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $91 Shares 972 Est. Cost $82.77 Unrealized -7.8%
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value ($000) $87 Shares 6,040 Est. Cost $9.11 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $85 Shares 1,000 Est. Cost $47.98 Unrealized +47.8%
CI CIGNA CORP NEW 0.0%
Value ($000) $83 Shares 360 Est. Cost $195.38 Unrealized +0.9%
SHOP SHOPIFY INC 0.0%
Value ($000) $80 Shares 58 Est. Cost $80.44 Unrealized +81.7%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $78 Shares 260 Est. Cost $66.59 Unrealized +317.9%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $76 Shares 524 Est. Cost $145.04 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $76 Shares 296 Est. Cost $188.06 Unrealized +25.5%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $75 Shares 861 Est. Cost $47.96 Unrealized +53.1%
DOW DOW INC 0.0%
Value ($000) $75 Shares 1,319 Est. Cost $36.05 Unrealized +25.0%
DISCOVERY COMMUNICATIONSL INC CL A 0.0%
Value ($000) $74 Shares 3,154 Est. Cost $26.00 Unrealized
EQUITRANS MIDSTREAM CORP 0.0%
Value ($000) $74 Shares 7,180 Est. Cost $8.57 Unrealized
EZU ISHARES MSCI EUROZONE ETF 0.0%
Value ($000) $74 Shares 1,520 Est. Cost $46.71 Unrealized
XLE SECTOR SPDR TR ENERGY 0.0%
Value ($000) $71 Shares 1,279 Est. Cost $64.02 Unrealized
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $68 Shares 214 Est. Cost $189.74 Unrealized +54.3%
WSBC WESBANCO INC 0.0%
Value ($000) $66 Shares 1,891 Est. Cost $21.26 Unrealized +65.4%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $64 Shares 447 Est. Cost $112.39 Unrealized +2.6%
MTUM ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $55 Shares 300 Est. Cost $183.33 Unrealized
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.0%
Value ($000) $55 Shares 680 Est. Cost $80.88 Unrealized
TRV TRAVELERS COS INC 0.0%
Value ($000) $53 Shares 340 Est. Cost $97.61 Unrealized +47.4%
THOMSON REUTERS CORP 0.0%
Value ($000) $53 Shares 440 Est. Cost $88.64 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $53 Shares 614 Est. Cost $70.70 Unrealized +4.5%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $52 Shares 1,800 Est. Cost $23.01 Unrealized +28.7%
POSEIDA THERAPEUTICS INC 0.0%
Value ($000) $52 Shares 7,608 Est. Cost $6.95 Unrealized
EW EDWARDS LIFE SCIENCES CORP 0.0%
Value ($000) $51 Shares 392 Est. Cost $84.54 Unrealized +38.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $49 Shares 574 Est. Cost $54.61 Unrealized +45.3%
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $49 Shares 200 Est. Cost $82.28 Unrealized +151.9%
MKL MARKEL CORPORATION (HOLDING COMPANY) 0.0%
Value ($000) $49 Shares 40 Est. Cost $523.59 Unrealized +141.0%
LUCID GROUP INC 0.0%
Value ($000) $47 Shares 1,225 Est. Cost $38.37 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $47 Shares 200 Est. Cost $117.38 Unrealized +83.6%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $46 Shares 695 Est. Cost $30.64 Unrealized +80.6%
EBS EMERGENT BIO SOLUTIONS 0.0%
Value ($000) $45 Shares 1,027 Est. Cost $77.10 Unrealized -41.3%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $43 Shares 1,203 Est. Cost $46.27 Unrealized -36.3%
IYW I SHARES US TECHNOLOGY ETF 0.0%
Value ($000) $42 Shares 368 Est. Cost $114.13 Unrealized
BAC BANKAMERICA CORP NEW 0.0%
Value ($000) $42 Shares 940 Est. Cost $28.60 Unrealized +43.4%
BP BP AMOCO P L C 0.0%
Value ($000) $41 Shares 1,543 Est. Cost $3716.75 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $39 Shares 135 Est. Cost $192.28 Unrealized +24.5%
SYY SYSCO CORP COM 0.0%
Value ($000) $39 Shares 497 Est. Cost $60.54 Unrealized +13.6%
MA MASTERCARD INCORPORATE 0.0%
Value ($000) $38 Shares 105 Est. Cost $167.75 Unrealized +101.4%
INARI MED INC 0.0%
Value ($000) $37 Shares 400 Est. Cost $80.00 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $36 Shares 500 Est. Cost $58.80 Unrealized 0.0%
GLW CORNING INCORPORATED 0.0%
Value ($000) $35 Shares 947 Est. Cost $27.07 Unrealized +23.2%
BBY BEST BUY COMPANY INC 0.0%
Value ($000) $35 Shares 349 Est. Cost $94.95 Unrealized -1.2%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $35 Shares 320 Est. Cost $64.45 Unrealized +37.9%
IYC ISHARES US CONSUMER SERVICESETF 0.0%
Value ($000) $34 Shares 408 Est. Cost $97.43 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $34 Shares 200 Est. Cost $5927.38 Unrealized
TIP ISHARES BARCLAYS TIPS BOND FUND 0.0%
Value ($000) $32 Shares 247 Est. Cost $125.26 Unrealized
ARCC ARES CAPITAL CORPORATION 0.0%
Value ($000) $31 Shares 1,441 Est. Cost $9.58 Unrealized +45.8%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $30 Shares 172 Est. Cost $69.52 Unrealized +136.9%
RIO RIO TINTO PLC 0.0%
Value ($000) $29 Shares 429 Est. Cost $83.92 Unrealized
IGF ISHARES S&P GLOBAL INFRASTRUCTURE ETF 0.0%
Value ($000) $27 Shares 572 Est. Cost $47.20 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $27 Shares 105 Est. Cost $72.07 Unrealized +305.7%
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $27 Shares 390 Est. Cost $51.87 Unrealized +8.3%
SYBT STOCK YDS BANCORP INC NPV 0.0%
Value ($000) $26 Shares 400 Est. Cost $52.09 Unrealized +20.7%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $26 Shares 300 Est. Cost $65.81 Unrealized +9.6%
ICUI ICU MEDIAL INC 0.0%
Value ($000) $24 Shares 100 Est. Cost $66.13 Unrealized +253.2%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $24 Shares 250 Est. Cost $44.58 Unrealized +78.1%
BABA ALIBABA 0.0%
Value ($000) $24 Shares 200 Est. Cost $215.23 Unrealized
SIRIUS XM HLDGS INC 0.0%
Value ($000) $23 Shares 3,700 Est. Cost $5.12 Unrealized
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 +128.7%
GIS GENERAL MILLS INC 0.0%
Value ($000) $20 Shares 300 Est. Cost $35.24 Unrealized +56.8%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $19 Shares 101 Est. Cost $121591.41 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $18 Shares 80 Est. Cost $242.15 Unrealized -19.7%
TRMB TRIMBLE NAVIGATION 0.0%
Value ($000) $17 Shares 200 Est. Cost $22.08 Unrealized +288.9%
STT STATE STREET CORP 0.0%
Value ($000) $16 Shares 174 Est. Cost $44.85 Unrealized +82.7%
BSV VANGUARD SHORT TERM BOND FD 0.0%
Value ($000) $16 Shares 195 Est. Cost $82.05 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $16 Shares 257 Est. Cost $22.18 Unrealized +125.7%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $15 Shares 201 Est. Cost $42.97 Unrealized +45.8%
IWB ISHARES TR RUS 1000 ETF 0.0%
Value ($000) $14 Shares 52 Est. Cost $113.82 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $14 Shares 85 Est. Cost $105.88 Unrealized
WOR WORTHINGTON IND INC 0.0%
Value ($000) $14 Shares 250 Est. Cost $20.24 Unrealized +62.7%
VIG VANGUARD S DIVIDEND APPRECIATION 0.0%
Value ($000) $14 Shares 84 Est. Cost $166.67 Unrealized
HLLY HOLLEY INC 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $11.22 Unrealized +7.8%
DPZ DOMINO'S PIZZA INC 0.0%
Value ($000) $13 Shares 23 Est. Cost $68.05 Unrealized +606.2%
CONTRAFECT CORP 0.0%
Value ($000) $12 Shares 4,500 Est. Cost $3.41 Unrealized
MKTX MARKETAXESS HOLDINGS INC 0.0%
Value ($000) $12 Shares 30 Est. Cost $503.06 Unrealized -25.7%
BF/B BROWN FORMAN CORP CL B COM 0.0%
Value ($000) $11 Shares 150 Est. Cost $65.35 Unrealized 0.0%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $10 Shares 230 Est. Cost $39.13 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $10 Shares 172 Est. Cost $58.14 Unrealized
EBAY EBAY INC COM 0.0%
Value ($000) $9 Shares 134 Est. Cost $35.93 Unrealized +83.8%
WFC WELLS FARGO & COMPANY NEW 0.0%
Value ($000) $8 Shares 165 Est. Cost $39.17 Unrealized +13.4%
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $8 Shares 277 Est. Cost $65.72 Unrealized -56.3%
FNDF SCHWAB FUNDAMENTAL INTL LARGE COMPANY INDX ETF 0.0%
Value ($000) $8 Shares 249 Est. Cost $32.13 Unrealized
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $8 Shares 94 Est. Cost $69.88 Unrealized +4.7%
VERINT SYSTEMS INC 0.0%
Value ($000) $8 Shares 155 Est. Cost $64.52 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $8 Shares 170 Est. Cost $25.09 Unrealized +73.5%
ERIC ERICKSSON TELEPHONE CO NEW 0.0%
Value ($000) $7 Shares 640 Est. Cost $12.50 Unrealized
APPHARVEST INC 0.0%
Value ($000) $7 Shares 1,928 Est. Cost $9.40 Unrealized
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $7 Shares 171 Est. Cost $41.67 Unrealized -13.2%
KD KYNDRYL HOLDINGS INC 0.0%
Value ($000) $7 Shares 379 Est. Cost $21.59 Unrealized 0.0%
AIG AMERICAN INTL GROUP 0.0%
Value ($000) $6 Shares 100 Est. Cost $44.32 Unrealized +16.9%
CPRI CAPRI HOLDINGS LTD 0.0%
Value ($000) $6 Shares 100 Est. Cost $43.70 Unrealized +35.4%
NVS NOVARTIS A G SPONSORED ADR 0.0%
Value ($000) $6 Shares 70 Est. Cost $27218.37 Unrealized
CDW CDW CORP COM 0.0%
Value ($000) $6 Shares 30 Est. Cost $106.19 Unrealized +70.0%
GOOS CANADA GOOSE HOLDINGS 0.0%
Value ($000) $6 Shares 150 Est. Cost $39.85 Unrealized +2.7%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $5 Shares 83 Est. Cost $17.13 Unrealized +197.4%
RCI ROGERS COMMUNICATIONS INC CL B NON-VTG 0.0%
Value ($000) $5 Shares 100 Est. Cost $47.39 Unrealized -1.0%
ZM ZOOM VIDEO COMMUNICATIONS 0.0%
Value ($000) $5 Shares 25 Est. Cost $348.29 Unrealized -32.5%
DOCS DOXIMITY INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $73.14 Unrealized -11.0%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $5 Shares 163 Est. Cost $26.96 Unrealized +0.0%
ADR OATLY GROUP AB 0.0%
Value ($000) $4 Shares 549 Est. Cost $14.57 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $4 Shares 31 Est. Cost $85.31 Unrealized +38.3%
NCINO INC 0.0%
Value ($000) $4 Shares 81 Est. Cost $74.07 Unrealized
PCH POTLATCHDELTIC CORPORATION 0.0%
Value ($000) $4 Shares 70 Est. Cost $57.14 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $3 Shares 50 Est. Cost $45.70 Unrealized +11.8%
DJT DIGITAL WOLRD ACQUISITON 0.0%
Value ($000) $3 Shares 50 Est. Cost $45.24 Unrealized 0.0%
VMWARE INC CL A COM 0.0%
Value ($000) $3 Shares 22 Est. Cost $136.36 Unrealized
DANIMER SCIENTIFIC, INC. 0.0%
Value ($000) $3 Shares 300 Est. Cost $36.67 Unrealized
OXY/WS OCCIDENTAL PETROLEUM CORP WARRANTS 0.0%
Value ($000) $3 Shares 225 Est. Cost $8.89 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 +3.5%
CGNT COGNYTE SOFTWARE LTD 0.0%
Value ($000) $2 Shares 155 Est. Cost $29.48 Unrealized -31.5%
EEM ISHARES MSCI EMER MKTS IDX MARKETS INDEX 0.0%
Value ($000) $2 Shares 50 Est. Cost $49.67 Unrealized
IRM IRON MTN INC NEW 0.0%
Value ($000) $2 Shares 34 Est. Cost $40.12 Unrealized 0.0%
RADIUS HEALTH INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $25.00 Unrealized