CENTRAL BANK & TRUST CO Diversified Active

CIK: 0001175954 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 18, 2022

Total Value ($000): $626,548 (100.0% shares, 0.0% debt)

Holdings (312)

AGG ISHARES TR CORE US AGGREGATE BOND ETF 4.5%
Value ($000) $28,169 Shares 263,016 Est. Cost $110.57 Unrealized
NVDA NVIDIA CORP COM 4.4%
Value ($000) $27,736 Shares 101,655 Est. Cost $15.70 Unrealized +59.5%
VWO VANGUARD MSCI EMERGING MARKETS ETF 3.5%
Value ($000) $21,958 Shares 476,004 Est. Cost $875.84 Unrealized
VWOB VANGUARD EMERG MKTS GOV BND ETF 3.1%
Value ($000) $19,592 Shares 280,447 Est. Cost $76.74 Unrealized
AAPL APPLE INC 3.1%
Value ($000) $19,295 Shares 110,503 Est. Cost $84.27 Unrealized +95.6%
SPY SPDR S&P 500 ETF TRUST 3.0%
Value ($000) $18,820 Shares 41,671 Est. Cost $16558.19 Unrealized
GOOGL ALPHABET INC CAP STK CL A 2.7%
Value ($000) $17,116 Shares 6,154 Est. Cost $38.23 Unrealized +252.7%
MSFT MICROSOFT CORP 2.3%
Value ($000) $14,702 Shares 47,687 Est. Cost $136.99 Unrealized +112.7%
HYG ISHARES TR IBOXX USD HIGH YIELD CORP ETF 2.3%
Value ($000) $14,547 Shares 176,779 Est. Cost $83.43 Unrealized
QAI IQ HEDGE MULTI-STRATEGY TRACKER ETF 2.1%
Value ($000) $13,441 Shares 435,839 Est. Cost $31.11 Unrealized
AMZN AMAZON COM INC 2.1%
Value ($000) $13,206 Shares 4,051 Est. Cost $48.88 Unrealized +216.1%
COST COSTCO WHOLESALE CORP 1.9%
Value ($000) $11,737 Shares 20,383 Est. Cost $133.44 Unrealized +275.3%
UNH UNITEDHEALTH GROUP INC COM 1.9%
Value ($000) $11,615 Shares 22,776 Est. Cost $170.17 Unrealized +165.1%
ADBE ADOBE SYSTEMS INCORPORATED 1.8%
Value ($000) $11,243 Shares 24,677 Est. Cost $104.78 Unrealized +359.2%
SPGI S&P GLOBAL INC 1.7%
Value ($000) $10,929 Shares 26,646 Est. Cost $145.47 Unrealized +171.0%
VNQ VANGUARD INDEX FDS REIT #986 1.7%
Value ($000) $10,871 Shares 100,319 Est. Cost $10238.79 Unrealized
URI UNITED RENTALS INC 1.6%
Value ($000) $10,285 Shares 28,956 Est. Cost $135.92 Unrealized +132.7%
EFA ISHARES MSCI EAFE INDEX FD 1.6%
Value ($000) $10,053 Shares 136,587 Est. Cost $67.18 Unrealized
INTU INTUIT INC 1.6%
Value ($000) $10,016 Shares 20,831 Est. Cost $210.09 Unrealized +137.8%
ACM AECOM TECHNOLOGY CORP 1.6%
Value ($000) $9,852 Shares 128,268 Est. Cost $62.86 Unrealized +12.5%
V VISA INC CLASS A 1.5%
Value ($000) $9,341 Shares 42,123 Est. Cost $58.24 Unrealized +260.7%
AMAT APPLIED MATERIALS INC 1.5%
Value ($000) $9,242 Shares 70,124 Est. Cost $84.15 Unrealized +57.9%
NUE NUCOR CORP 1.3%
Value ($000) $8,069 Shares 54,280 Est. Cost $90.78 Unrealized +27.3%
IWM I SHARES RUSSELL 2000 1.3%
Value ($000) $8,027 Shares 39,102 Est. Cost $8974.14 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 1.2%
Value ($000) $7,785 Shares 15,874 Est. Cost $34722.23 Unrealized
BX BLACKSTONE INC 1.2%
Value ($000) $7,478 Shares 58,910 Est. Cost $101.67 Unrealized +5.4%
TGT TARGET CORP 1.2%
Value ($000) $7,408 Shares 34,907 Est. Cost $99.98 Unrealized +91.4%
ISRG INTUITIVE SURGICAL INC 1.2%
Value ($000) $7,319 Shares 24,261 Est. Cost $289.78 Unrealized +0.8%
CMCSA COMCAST CORP NEW CL A 1.2%
Value ($000) $7,225 Shares 154,343 Est. Cost $32.66 Unrealized +31.2%
VEA VANGUARD MSCI EURO PACIFIC ETF 1.1%
Value ($000) $7,156 Shares 149,030 Est. Cost $39.46 Unrealized
UNP UNION PACIFIC CORP 1.1%
Value ($000) $7,020 Shares 25,696 Est. Cost $130.59 Unrealized +76.6%
AMGN AMGEN INC 1.1%
Value ($000) $6,967 Shares 28,811 Est. Cost $132.39 Unrealized +53.6%
HSY HERSHEY COMPANY 1.1%
Value ($000) $6,952 Shares 32,094 Est. Cost $101.75 Unrealized +81.2%
MCO MOODYS CORP COM 1.0%
Value ($000) $6,555 Shares 19,428 Est. Cost $227.51 Unrealized +42.9%
DHI D R HORTON INC 1.0%
Value ($000) $6,475 Shares 86,896 Est. Cost $52.53 Unrealized +58.6%
QCOM QUALCOMM INC 1.0%
Value ($000) $6,404 Shares 41,909 Est. Cost $71.54 Unrealized +114.7%
DG DOLLAR GEN CORP NEW 1.0%
Value ($000) $6,341 Shares 28,482 Est. Cost $109.70 Unrealized +81.3%
CSX CSX CORP 0.9%
Value ($000) $5,887 Shares 157,197 Est. Cost $33.14 Unrealized +1.0%
DKS DICK'S SPORTING GOODS 0.9%
Value ($000) $5,784 Shares 57,828 Est. Cost $70.49 Unrealized +42.3%
MS MORGAN STANLEY 0.9%
Value ($000) $5,663 Shares 64,800 Est. Cost $78.60 Unrealized +7.7%
SYK STRYKER CORP COM 0.8%
Value ($000) $5,265 Shares 19,695 Est. Cost $110.17 Unrealized +125.3%
CRL CHARLES RIVER LABS 0.8%
Value ($000) $5,001 Shares 17,613 Est. Cost $331.70 Unrealized -7.0%
LAM RESEARCH CORP COM 0.8%
Value ($000) $4,969 Shares 9,243 Est. Cost $294.57 Unrealized
EA ELECTRONIC ARTS 0.8%
Value ($000) $4,763 Shares 37,648 Est. Cost $128.80 Unrealized -1.1%
TROW T ROWE PRICE GROUP INC 0.7%
Value ($000) $4,517 Shares 29,878 Est. Cost $135.97 Unrealized -5.1%
VLO VALERO ENERGY CORP 0.7%
Value ($000) $4,433 Shares 43,659 Est. Cost $75.29 Unrealized +2.2%
CATALENT INC 0.6%
Value ($000) $4,057 Shares 36,587 Est. Cost $133.07 Unrealized
SCZ ISHARES TR EAFE SML CP ETF 0.6%
Value ($000) $3,915 Shares 59,011 Est. Cost $57.00 Unrealized
DVN DEVON ENERGY CORPORATION NEW 0.6%
Value ($000) $3,826 Shares 64,705 Est. Cost $44.56 Unrealized 0.0%
ZTS ZOETIS INC 0.6%
Value ($000) $3,797 Shares 20,134 Est. Cost $130.27 Unrealized +46.1%
CAT CATERPILLAR INC 0.6%
Value ($000) $3,767 Shares 16,904 Est. Cost $209.22 Unrealized -6.6%
WMB WILLIAMS COS INC 0.6%
Value ($000) $3,591 Shares 107,504 Est. Cost $21.57 Unrealized +18.4%
IJH ISHARES TR S&P MIDCAP 400 0.6%
Value ($000) $3,476 Shares 12,953 Est. Cost $170.11 Unrealized
XYZ BLOCK INC 0.5%
Value ($000) $3,279 Shares 24,179 Est. Cost $242.22 Unrealized -50.0%
KMI KINDER MORGAN INC DE 0.5%
Value ($000) $3,070 Shares 162,429 Est. Cost $13.65 Unrealized +4.0%
IJR ISHARES S&P SMALLCAP 600 INDEX FUND 0.5%
Value ($000) $3,068 Shares 28,442 Est. Cost $68.90 Unrealized
META META PLATFORMS INC 0.4%
Value ($000) $2,769 Shares 12,454 Est. Cost $172.87 Unrealized +43.6%
XLF SELECT SECTOR FINANCIAL 0.4%
Value ($000) $2,619 Shares 68,371 Est. Cost $26.75 Unrealized
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $2,590 Shares 16,952 Est. Cost $79.02 Unrealized +79.9%
TXN TEXAS INSTRUMENTS INC 0.4%
Value ($000) $2,291 Shares 12,488 Est. Cost $89.53 Unrealized +75.7%
IVV ISHARES S&P 500 INDEX FUND US 0.4%
Value ($000) $2,233 Shares 4,922 Est. Cost $1104.87 Unrealized
SBUX STARBUCKS CORPORATION 0.4%
Value ($000) $2,224 Shares 24,450 Est. Cost $53.31 Unrealized +61.2%
MAS MASCO CORPORATION 0.4%
Value ($000) $2,205 Shares 43,234 Est. Cost $26.72 Unrealized +106.4%
XLV SECTOR SPDR TR FUND HEALTH CARE 0.3%
Value ($000) $2,179 Shares 15,907 Est. Cost $105.42 Unrealized
XEL XCEL ENERGY INC 0.3%
Value ($000) $2,174 Shares 30,122 Est. Cost $38.06 Unrealized +58.6%
ICE INTERCONTINENTAL EXCHANGE 0.3%
Value ($000) $2,034 Shares 15,398 Est. Cost $53.57 Unrealized +128.8%
SHW SHERWIN WILLIAMS CO COM 0.3%
Value ($000) $1,975 Shares 7,911 Est. Cost $225.01 Unrealized +18.4%
NFLX NETFLIX COM 0.3%
Value ($000) $1,971 Shares 5,263 Est. Cost $44.84 Unrealized -7.2%
HUM HUMANA INC 0.3%
Value ($000) $1,886 Shares 4,333 Est. Cost $71.82 Unrealized +460.0%
SCHW CHARLES SCHWAB CORP 0.3%
Value ($000) $1,839 Shares 21,807 Est. Cost $50.50 Unrealized +65.1%
UPS UNITED PARCEL SERVICE 0.3%
Value ($000) $1,805 Shares 8,417 Est. Cost $135.18 Unrealized +31.1%
HD HOME DEPOT INC 0.3%
Value ($000) $1,804 Shares 6,027 Est. Cost $124.43 Unrealized +152.3%
REGN REGENERON PHARMACEUTICALS 0.3%
Value ($000) $1,749 Shares 2,504 Est. Cost $571.06 Unrealized +10.2%
LOW LOWES COS INC COM 0.3%
Value ($000) $1,737 Shares 8,592 Est. Cost $81.28 Unrealized +162.5%
TSCO TRACTOR SUPPLY CO COM 0.3%
Value ($000) $1,661 Shares 7,118 Est. Cost $26.62 Unrealized +55.0%
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $1,599 Shares 8,217 Est. Cost $76.23 Unrealized +123.5%
ALL ALLSTATE CORP 0.2%
Value ($000) $1,543 Shares 11,142 Est. Cost $89.75 Unrealized +27.3%
TSLA TESLA, INC 0.2%
Value ($000) $1,425 Shares 1,322 Est. Cost $110.17 Unrealized +182.7%
HOLX HOLOGIC INCORPORATED 0.2%
Value ($000) $1,392 Shares 18,129 Est. Cost $67.22 Unrealized +7.0%
TJX TJX COS INC NEW 0.2%
Value ($000) $1,367 Shares 22,558 Est. Cost $38.61 Unrealized +63.8%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $1,346 Shares 2,279 Est. Cost $237.74 Unrealized +139.0%
DE DEERE & CO 0.2%
Value ($000) $1,335 Shares 3,214 Est. Cost $306.16 Unrealized +18.6%
DIS DISNEY (WALT) COMPANY HOLDING CO 0.2%
Value ($000) $1,327 Shares 9,676 Est. Cost $66.76 Unrealized +111.6%
ORCL ORACLE CORPORATION 0.2%
Value ($000) $1,313 Shares 15,876 Est. Cost $29.31 Unrealized +162.7%
XLC SELECT SECTOR COMM SERVICES 0.2%
Value ($000) $1,262 Shares 18,343 Est. Cost $47.64 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $1,250 Shares 24,143 Est. Cost $21.45 Unrealized +98.0%
NOW SERVICENOW INC 0.2%
Value ($000) $1,238 Shares 2,223 Est. Cost $79.25 Unrealized +41.4%
CRM SALESFORCE.COM 0.2%
Value ($000) $1,230 Shares 5,793 Est. Cost $72.85 Unrealized +191.9%
JPM J P MORGAN CHASE & CO 0.2%
Value ($000) $1,205 Shares 8,838 Est. Cost $93.01 Unrealized +43.7%
MRK MERCK & CO INC NEW 0.2%
Value ($000) $1,180 Shares 14,391 Est. Cost $55.28 Unrealized +26.4%
DHR DANAHER CORP DEL COM 0.2%
Value ($000) $1,180 Shares 4,023 Est. Cost $228.68 Unrealized +7.5%
EL LAUDER ESTEE COS INC CL A 0.2%
Value ($000) $1,127 Shares 4,140 Est. Cost $258.44 Unrealized +9.2%
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $1,095 Shares 15,000 Est. Cost $43.77 Unrealized +29.9%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,089 Shares 6,145 Est. Cost $66.83 Unrealized +127.1%
AEE AMEREN CORP 0.2%
Value ($000) $1,080 Shares 11,516 Est. Cost $59.36 Unrealized +31.1%
INTC INTEL CORP 0.2%
Value ($000) $1,065 Shares 21,496 Est. Cost $43.09 Unrealized +7.2%
XLP SECTOR SPDR TR CONS STAPLES 0.2%
Value ($000) $1,040 Shares 13,701 Est. Cost $56.64 Unrealized
BIIB BIOGEN INC 0.2%
Value ($000) $1,021 Shares 4,847 Est. Cost $243.75 Unrealized -10.8%
CTAS CINTAS CORP COM 0.2%
Value ($000) $1,005 Shares 2,363 Est. Cost $82.46 Unrealized +13.8%
FISV FISERV INC USD 0.01 0.2%
Value ($000) $971 Shares 9,580 Est. Cost $47.12 Unrealized +114.8%
EOG EOG RES INC 0.2%
Value ($000) $954 Shares 7,999 Est. Cost $60.26 Unrealized +55.1%
MCD MCDONALDS CORP 0.1%
Value ($000) $928 Shares 3,752 Est. Cost $155.53 Unrealized +46.5%
EQT EQT CORP 0.1%
Value ($000) $925 Shares 26,885 Est. Cost $12.66 Unrealized +81.6%
VOO VANGUARD INDEX FUNDS S&P 500 ETF 0.1%
Value ($000) $843 Shares 2,031 Est. Cost $271.99 Unrealized
AA ALCOA UPSTREAM CORP 0.1%
Value ($000) $833 Shares 9,249 Est. Cost $60.72 Unrealized +14.5%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $808 Shares 1,808 Est. Cost $278.32 Unrealized +39.3%
PGR PROGRESSIVE CORP OHIO 0.1%
Value ($000) $805 Shares 7,062 Est. Cost $48.29 Unrealized +104.0%
VZ VERIZON COMMUNICATIONS INC USD 0.1%
Value ($000) $789 Shares 15,494 Est. Cost $39.94 Unrealized +3.9%
LLY LILLY ELI & CO 0.1%
Value ($000) $775 Shares 2,705 Est. Cost $120.49 Unrealized +106.2%
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $746 Shares 3,561 Est. Cost $109.47 Unrealized +86.0%
XLU SECTOR SPDR UTILITIES 0.1%
Value ($000) $738 Shares 9,919 Est. Cost $62.54 Unrealized
CVX CHEVRON CORPORATION 0.1%
Value ($000) $723 Shares 4,441 Est. Cost $71.76 Unrealized +71.1%
KO COCA COLA CO 0.1%
Value ($000) $713 Shares 11,500 Est. Cost $38.88 Unrealized +39.0%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $691 Shares 6,324 Est. Cost $88.87 Unrealized +34.3%
CBOE CBOE GLOBAL MARKETS INC 0.1%
Value ($000) $684 Shares 5,978 Est. Cost $90.85 Unrealized +24.3%
ADM ARCHER DANIELS MIDLAND CO COM 0.1%
Value ($000) $671 Shares 7,431 Est. Cost $54.67 Unrealized +27.4%
KR KROGER CO 0.1%
Value ($000) $642 Shares 11,190 Est. Cost $29.97 Unrealized +52.3%
CMI CUMMINS INC 0.1%
Value ($000) $642 Shares 3,129 Est. Cost $141.41 Unrealized +39.1%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $621 Shares 1,881 Est. Cost $327.65 Unrealized -2.4%
FAST FASTENAL CO 0.1%
Value ($000) $599 Shares 10,092 Est. Cost $20.74 Unrealized +22.5%
SVB FINL GROUP 0.1%
Value ($000) $595 Shares 1,063 Est. Cost $514.00 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $588 Shares 6,943 Est. Cost $55.62 Unrealized +29.6%
WMT WAL-MART STORES INC COM 0.1%
Value ($000) $578 Shares 3,880 Est. Cost $37.16 Unrealized +20.0%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $575 Shares 6,961 Est. Cost $53.13 Unrealized +27.8%
PEP PEPSICO INC 0.1%
Value ($000) $574 Shares 3,428 Est. Cost $69.92 Unrealized +112.3%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $573 Shares 10,283 Est. Cost $20.83 Unrealized +141.4%
KLAC KLA-TENCOR CORPORATION 0.1%
Value ($000) $555 Shares 1,516 Est. Cost $310.40 Unrealized +15.7%
XLY SELECT SECTOR CONS DISC 0.1%
Value ($000) $554 Shares 2,992 Est. Cost $119.07 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.1%
Value ($000) $552 Shares 6,912 Est. Cost $35.89 Unrealized +16.9%
MDT MEDTRONIC PLC 0.1%
Value ($000) $546 Shares 4,918 Est. Cost $92.35 Unrealized +1.4%
XLI SECTOR SPDR INDUSTRIALS 0.1%
Value ($000) $544 Shares 5,279 Est. Cost $75.22 Unrealized
T AT&T INC 0.1%
Value ($000) $543 Shares 22,973 Est. Cost $14.59 Unrealized +2.2%
AVGO BROADCOM INC 0.1%
Value ($000) $526 Shares 836 Est. Cost $35.03 Unrealized +57.2%
IWR ISHARES RUSSELL MID CAP INDEX 0.1%
Value ($000) $508 Shares 6,509 Est. Cost $1286.72 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $503 Shares 180 Est. Cost $84.95 Unrealized +58.9%
GFS GLOBAL FOUNDRIES INC 0.1%
Value ($000) $499 Shares 8,000 Est. Cost $62.07 Unrealized -5.0%
EMB ISHARES TR JP MOR EM MK ETF 0.1%
Value ($000) $497 Shares 5,082 Est. Cost $97.80 Unrealized
BLACKROCK INC 0.1%
Value ($000) $496 Shares 649 Est. Cost $827.22 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $467 Shares 1,754 Est. Cost $105.93 Unrealized +127.5%
NKE NIKE INC CL B 0.1%
Value ($000) $458 Shares 3,407 Est. Cost $57.60 Unrealized +129.0%
MAR MARRIOTT INTL INC CLASS A 0.1%
Value ($000) $433 Shares 2,461 Est. Cost $89.64 Unrealized +78.9%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $432 Shares 2,312 Est. Cost $109.24 Unrealized +57.3%
DISCOVER FINANCIAL SERVICES 0.1%
Value ($000) $404 Shares 3,669 Est. Cost $2254.22 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $398 Shares 1,855 Est. Cost $135.07 Unrealized +70.5%
WM WASTE MANAGEMENT INC NEW 0.1%
Value ($000) $397 Shares 2,507 Est. Cost $94.29 Unrealized +51.1%
TFC TRUIST FINANCIAL CORPORATION 0.1%
Value ($000) $357 Shares 6,300 Est. Cost $49.08 Unrealized +3.2%
LYB LYONDELLBASEIL INDU CL A 0.1%
Value ($000) $356 Shares 3,459 Est. Cost $74.29 Unrealized 0.0%
ACTIVISION BLIZZARD INC 0.1%
Value ($000) $331 Shares 4,129 Est. Cost $92.91 Unrealized
LDOS LEIDOS HOLDINGS INC 0.1%
Value ($000) $325 Shares 3,013 Est. Cost $82.07 Unrealized +11.7%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $325 Shares 3,451 Est. Cost $51.74 Unrealized +60.0%
CVS CVS CAREMARK CORP 0.1%
Value ($000) $322 Shares 3,183 Est. Cost $59.52 Unrealized +54.6%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $310 Shares 1,108 Est. Cost $268.27 Unrealized 0.0%
MCK MCKESSON HBOC INC 0.0%
Value ($000) $308 Shares 1,007 Est. Cost $189.30 Unrealized +40.8%
IQV IQVIA HOLDINGS INC 0.0%
Value ($000) $296 Shares 1,279 Est. Cost $247.44 Unrealized -4.3%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $292 Shares 2,248 Est. Cost $109.78 Unrealized +2.1%
VPL VANGUARD MSCI PACIFIC ETF 0.0%
Value ($000) $290 Shares 3,919 Est. Cost $5349.72 Unrealized
ABBV ABBVIE INC USD 0.01 0.0%
Value ($000) $283 Shares 1,744 Est. Cost $77.18 Unrealized +63.8%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $283 Shares 2,120 Est. Cost $147.97 Unrealized -15.5%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $282 Shares 638 Est. Cost $327.16 Unrealized +11.6%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $282 Shares 5,683 Est. Cost $50.75 Unrealized 0.0%
CTBI COMMUNITY TRUST BANK 0.0%
Value ($000) $279 Shares 6,779 Est. Cost $23.48 Unrealized +57.3%
TMUS T MOBILE US INC 0.0%
Value ($000) $276 Shares 2,153 Est. Cost $104.16 Unrealized +10.5%
VTWO VANGUARD RUSSELL 0.0%
Value ($000) $274 Shares 3,308 Est. Cost $102.02 Unrealized
MTDR MATADOR RES CO 0.0%
Value ($000) $267 Shares 5,050 Est. Cost $17.33 Unrealized +172.7%
PNC PNC FINANCIAL SERVICES GROUPINC 0.0%
Value ($000) $246 Shares 1,330 Est. Cost $65.77 Unrealized +164.7%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $246 Shares 2,199 Est. Cost $50.36 Unrealized +77.1%
AEP AMERICAN ELECTRIC POWER CO 0.0%
Value ($000) $239 Shares 2,400 Est. Cost $63.90 Unrealized +24.0%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $228 Shares 3,274 Est. Cost $60.49 Unrealized
IJT ISHARES TR SP SMCP600GR ETF 0.0%
Value ($000) $217 Shares 1,734 Est. Cost $118.49 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $207 Shares 1,580 Est. Cost $79.61 Unrealized +68.1%
ACN ACCENTURE PLC 0.0%
Value ($000) $200 Shares 593 Est. Cost $145.66 Unrealized +118.7%
ELV ANTHEM INC 0.0%
Value ($000) $196 Shares 399 Est. Cost $307.09 Unrealized +40.9%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $192 Shares 1,959 Est. Cost $45.44 Unrealized +92.5%
D DOMINION RES INC VA 0.0%
Value ($000) $177 Shares 2,087 Est. Cost $60.70 Unrealized +10.2%
MZTI LANCASTER COLONY CORP 0.0%
Value ($000) $177 Shares 1,186 Est. Cost $159.67 Unrealized 0.0%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $171 Shares 1,251 Est. Cost $39.79 Unrealized +175.8%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $170 Shares 2,563 Est. Cost $54.68 Unrealized
VTI VANGUARD TOTAL STOCK MKT ETF 0.0%
Value ($000) $168 Shares 736 Est. Cost $42909.09 Unrealized
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $164 Shares 3,977 Est. Cost $37.98 Unrealized -5.5%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $164 Shares 711 Est. Cost $182.90 Unrealized +18.1%
SO SOUTHERN COMPANY 0.0%
Value ($000) $163 Shares 2,250 Est. Cost $51.93 Unrealized +13.0%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $163 Shares 1,379 Est. Cost $91.89 Unrealized +25.5%
LEN LENNAR CORP COM 0.0%
Value ($000) $157 Shares 1,931 Est. Cost $78.47 Unrealized +8.3%
CMBS ISHARES CMBS 0.0%
Value ($000) $156 Shares 3,138 Est. Cost $54.94 Unrealized
HAL HALLIBURTON COMPANY 0.0%
Value ($000) $156 Shares 4,131 Est. Cost $14.32 Unrealized +108.4%
MO ALTRIA GROUP INC 0.0%
Value ($000) $155 Shares 2,980 Est. Cost $19.80 Unrealized +87.6%
PSX PHILLIPS 66 0.0%
Value ($000) $153 Shares 1,776 Est. Cost $58.96 Unrealized +23.5%
MLM MARTIN MARIETTA MATLS 0.0%
Value ($000) $152 Shares 395 Est. Cost $89.34 Unrealized +323.3%
PYPL PAYPAL HLDGINGS INC 0.0%
Value ($000) $150 Shares 1,298 Est. Cost $107.46 Unrealized +23.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $142 Shares 401 Est. Cost $132.25 Unrealized +144.6%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $125 Shares 2,359 Est. Cost $34.07 Unrealized +40.4%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $124 Shares 1,383 Est. Cost $77.22 Unrealized +4.1%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $121 Shares 500 Est. Cost $128.16 Unrealized +59.8%
GE GENERAL ELECTRIC CO COM 0.0%
Value ($000) $119 Shares 1,301 Est. Cost $62.95 Unrealized -7.0%
BA BOEING CO 0.0%
Value ($000) $113 Shares 590 Est. Cost $197.00 Unrealized +1.9%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $112 Shares 715 Est. Cost $54.97 Unrealized +135.9%
VEU VANGUARD FTSE ALL WORLD EX-US 0.0%
Value ($000) $107 Shares 1,861 Est. Cost $57.50 Unrealized
XLE SECTOR SPDR TR ENERGY 0.0%
Value ($000) $106 Shares 1,392 Est. Cost $65.01 Unrealized
MMM 3M CO 0.0%
Value ($000) $104 Shares 697 Est. Cost $114.79 Unrealized -0.2%
XLK SECTOR SPDR TR - SHS BEN INT TECHNOLOGY 0.0%
Value ($000) $103 Shares 646 Est. Cost $159.44 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $97 Shares 1,319 Est. Cost $27.24 Unrealized +10.4%
LINDE PLC EUR 0.0%
Value ($000) $96 Shares 300 Est. Cost $156.41 Unrealized
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value ($000) $93 Shares 6,040 Est. Cost $9.11 Unrealized
EFAV ISHARES EDGE MSCI MIN VOL 0.0%
Value ($000) $92 Shares 1,278 Est. Cost $64.02 Unrealized
VVV VALVOLINE INC 0.0%
Value ($000) $89 Shares 2,827 Est. Cost $32.67 Unrealized 0.0%
CI CIGNA CORP NEW 0.0%
Value ($000) $86 Shares 360 Est. Cost $195.38 Unrealized +11.8%
DOW DOW INC 0.0%
Value ($000) $84 Shares 1,319 Est. Cost $36.05 Unrealized +33.9%
FDX FEDEX CORPORATION 0.0%
Value ($000) $79 Shares 340 Est. Cost $248.40 Unrealized -13.0%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $78 Shares 260 Est. Cost $66.59 Unrealized +328.9%
DISCOVERY COMMUNICATIONSL INC CL A 0.0%
Value ($000) $78 Shares 3,112 Est. Cost $26.00 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $76 Shares 1,000 Est. Cost $47.98 Unrealized +50.7%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $76 Shares 972 Est. Cost $82.77 Unrealized +0.7%
WALGREENS BOOTS ALLIANCE 0.0%
Value ($000) $75 Shares 1,686 Est. Cost $52.58 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $74 Shares 296 Est. Cost $188.06 Unrealized +29.0%
IAU ISHARES GOLD TR NPV NEW 0.0%
Value ($000) $68 Shares 1,854 Est. Cost $33.68 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $64 Shares 245 Est. Cost $238.90 Unrealized -0.7%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $64 Shares 1,619 Est. Cost $42.35 Unrealized -26.7%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $64 Shares 539 Est. Cost $76.51 Unrealized +23.0%
LOB LIVE OAK BANCSHARES INC 0.0%
Value ($000) $62 Shares 1,221 Est. Cost $29.52 Unrealized +116.8%
TRV TRAVELERS COS INC 0.0%
Value ($000) $62 Shares 340 Est. Cost $97.61 Unrealized +62.7%
EQUITRANS MIDSTREAM CORP 0.0%
Value ($000) $61 Shares 7,180 Est. Cost $8.57 Unrealized
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $61 Shares 214 Est. Cost $189.74 Unrealized +50.9%
MKL MARKEL CORPORATION (HOLDING COMPANY) 0.0%
Value ($000) $59 Shares 40 Est. Cost $523.59 Unrealized +146.7%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $57 Shares 574 Est. Cost $54.61 Unrealized +58.9%
BAC BANKAMERICA CORP NEW 0.0%
Value ($000) $56 Shares 1,357 Est. Cost $32.35 Unrealized +26.2%
ENVX ENOVIX CORP 0.0%
Value ($000) $54 Shares 3,760 Est. Cost $20.13 Unrealized -20.4%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $50 Shares 410 Est. Cost $112.39 Unrealized +1.4%
WSBC WESBANCO INC 0.0%
Value ($000) $49 Shares 1,418 Est. Cost $21.26 Unrealized +69.4%
THOMSON REUTERS CORP 0.0%
Value ($000) $48 Shares 440 Est. Cost $88.64 Unrealized
IEUR ISHARES CORE MSCI EUROPE ETF 0.0%
Value ($000) $46 Shares 869 Est. Cost $52.93 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $46 Shares 200 Est. Cost $82.28 Unrealized +139.3%
BP BP AMOCO P L C 0.0%
Value ($000) $45 Shares 1,543 Est. Cost $3716.75 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $44 Shares 695 Est. Cost $30.64 Unrealized +91.4%
IGM ISHARES EXPANDED TECH SECTOR ETF 0.0%
Value ($000) $42 Shares 107 Est. Cost $392.52 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $41 Shares 497 Est. Cost $60.54 Unrealized +20.0%
MA MASTERCARD INCORPORATE 0.0%
Value ($000) $38 Shares 105 Est. Cost $167.75 Unrealized +109.6%
INARI MED INC 0.0%
Value ($000) $36 Shares 400 Est. Cost $80.00 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $36 Shares 200 Est. Cost $5927.38 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $35 Shares 200 Est. Cost $117.38 Unrealized +53.0%
POSEIDA THERAPEUTICS INC 0.0%
Value ($000) $34 Shares 7,608 Est. Cost $6.95 Unrealized
RIO RIO TINTO PLC 0.0%
Value ($000) $34 Shares 429 Est. Cost $83.92 Unrealized
BBY BEST BUY COMPANY INC 0.0%
Value ($000) $32 Shares 349 Est. Cost $94.95 Unrealized -13.4%
TIP ISHARES BARCLAYS TIPS BOND FUND 0.0%
Value ($000) $31 Shares 247 Est. Cost $125.26 Unrealized
IYC ISHARES US CONSUMER SERVICESETF 0.0%
Value ($000) $31 Shares 408 Est. Cost $97.43 Unrealized
LUCID GROUP INC 0.0%
Value ($000) $31 Shares 1,225 Est. Cost $38.37 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $30 Shares 500 Est. Cost $58.80 Unrealized -6.2%
NEM NEWMONT MINING CORP COM 0.0%
Value ($000) $29 Shares 370 Est. Cost $60.03 Unrealized 0.0%
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $29 Shares 138 Est. Cost $198.66 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $28 Shares 172 Est. Cost $69.52 Unrealized +117.6%
EBS EMERGENT BIO SOLUTIONS 0.0%
Value ($000) $26 Shares 635 Est. Cost $77.10 Unrealized -42.8%
DOCS DOXIMITY INC 0.0%
Value ($000) $26 Shares 500 Est. Cost $54.89 Unrealized -8.3%
HPQ HP INC COM 0.0%
Value ($000) $25 Shares 682 Est. Cost $32.05 Unrealized 0.0%
MRNA MODERNA INC 0.0%
Value ($000) $25 Shares 148 Est. Cost $100.05 Unrealized +68.3%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $25 Shares 250 Est. Cost $44.58 Unrealized +85.4%
SIRIUS XM HLDGS INC 0.0%
Value ($000) $24 Shares 3,700 Est. Cost $5.12 Unrealized
CHDN CHURCHILL DOWNS INC 0.0%
Value ($000) $22 Shares 100 Est. Cost $108.48 Unrealized 0.0%
BABA ALIBABA 0.0%
Value ($000) $22 Shares 200 Est. Cost $215.23 Unrealized
ICUI ICU MEDIAL INC 0.0%
Value ($000) $22 Shares 100 Est. Cost $66.13 Unrealized +238.7%
SYBT STOCK YDS BANCORP INC NPV 0.0%
Value ($000) $21 Shares 400 Est. Cost $52.09 Unrealized +10.0%
VB VANGUARD INDEX FDS SMALL CP ETF 0.0%
Value ($000) $21 Shares 99 Est. Cost $148.95 Unrealized
IYG ISHARES U.S. FINANCIAL SERVICES ETF 0.0%
Value ($000) $20 Shares 109 Est. Cost $183.49 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $20 Shares 300 Est. Cost $35.24 Unrealized +66.8%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $20 Shares 201 Est. Cost $42.97 Unrealized +85.4%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $18 Shares 101 Est. Cost $121591.41 Unrealized
LULU LULULEMON ATHLETICA INC USD 0.01 0.0%
Value ($000) $18 Shares 50 Est. Cost $186.88 Unrealized +74.2%
GLW CORNING INCORPORATED 0.0%
Value ($000) $17 Shares 448 Est. Cost $27.07 Unrealized +29.0%
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $17 Shares 850 Est. Cost $17.16 Unrealized 0.0%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $16 Shares 257 Est. Cost $22.18 Unrealized +136.1%
CONTRAFECT CORP 0.0%
Value ($000) $16 Shares 4,500 Est. Cost $3.41 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $15 Shares 174 Est. Cost $44.85 Unrealized +80.6%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $15 Shares 259 Est. Cost $23.01 Unrealized +81.5%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $14 Shares 85 Est. Cost $105.88 Unrealized
VIG VANGUARD S DIVIDEND APPRECIATION 0.0%
Value ($000) $14 Shares 84 Est. Cost $166.67 Unrealized
HLLY HOLLEY INC 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $11.22 Unrealized +14.3%
TRMB TRIMBLE NAVIGATION 0.0%
Value ($000) $14 Shares 200 Est. Cost $22.08 Unrealized +222.5%
APPHARVEST INC 0.0%
Value ($000) $13 Shares 2,428 Est. Cost $8.56 Unrealized
WOR WORTHINGTON IND INC 0.0%
Value ($000) $13 Shares 250 Est. Cost $20.24 Unrealized +70.7%
IWB ISHARES TR RUS 1000 ETF 0.0%
Value ($000) $13 Shares 52 Est. Cost $113.82 Unrealized
SHEL ROYAL DUTCH SHELL PLC NPV 0.0%
Value ($000) $13 Shares 230 Est. Cost $56.52 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $12 Shares 83 Est. Cost $144.58 Unrealized
LEA LEAR CORP COMMON 0.0%
Value ($000) $11 Shares 80 Est. Cost $147.03 Unrealized 0.0%
CLFD CLEARFIELD INC 0.0%
Value ($000) $11 Shares 172 Est. Cost $62.77 Unrealized 0.0%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $11 Shares 36 Est. Cost $299.98 Unrealized 0.0%
IDXX IDEXX LABORATORIES INC COM 0.0%
Value ($000) $11 Shares 21 Est. Cost $526.03 Unrealized 0.0%
BF/B BROWN FORMAN CORP CL B COM 0.0%
Value ($000) $10 Shares 150 Est. Cost $65.35 Unrealized -5.2%
CTVA CORTEVA INC 0.0%
Value ($000) $10 Shares 170 Est. Cost $25.09 Unrealized +95.2%
SHOP SHOPIFY INC 0.0%
Value ($000) $10 Shares 15 Est. Cost $80.44 Unrealized +2.1%
DPZ DOMINO'S PIZZA INC 0.0%
Value ($000) $9 Shares 23 Est. Cost $68.05 Unrealized +506.9%
FNDF SCHWAB FUNDAMENTAL INTL LARGE COMPANY INDX ETF 0.0%
Value ($000) $8 Shares 249 Est. Cost $32.13 Unrealized
EBAY EBAY INC COM 0.0%
Value ($000) $8 Shares 134 Est. Cost $35.93 Unrealized +50.4%
WFC WELLS FARGO & COMPANY NEW 0.0%
Value ($000) $8 Shares 165 Est. Cost $39.17 Unrealized +23.8%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $8 Shares 171 Est. Cost $41.67 Unrealized -6.9%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $7 Shares 94 Est. Cost $69.88 Unrealized +9.3%
DVY ISHARES DJ SELECT DIV ETF SELECT DIVID ETF 0.0%
Value ($000) $6 Shares 50 Est. Cost $122.88 Unrealized
AIG AMERICAN INTL GROUP 0.0%
Value ($000) $6 Shares 100 Est. Cost $44.32 Unrealized +24.2%
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) $6 Shares 100 Est. Cost $47.39 Unrealized +9.1%
CPRI CAPRI HOLDINGS LTD 0.0%
Value ($000) $5 Shares 100 Est. Cost $43.70 Unrealized +37.0%
CDW CDW CORP COM 0.0%
Value ($000) $5 Shares 30 Est. Cost $106.19 Unrealized +64.1%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $4 Shares 83 Est. Cost $17.13 Unrealized +160.3%
GOOS CANADA GOOSE HOLDINGS 0.0%
Value ($000) $4 Shares 150 Est. Cost $39.85 Unrealized -28.0%
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 +36.1%
HANESBRANDS INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $11194.53 Unrealized
ADR OATLY GROUP AB 0.0%
Value ($000) $3 Shares 549 Est. Cost $14.57 Unrealized
VMWARE INC CL A COM 0.0%
Value ($000) $3 Shares 22 Est. Cost $136.36 Unrealized
NCNO NCINO INC NEW 0.0%
Value ($000) $3 Shares 81 Est. Cost $45.79 Unrealized 0.0%
DJT DIGITAL WOLRD ACQUISITON 0.0%
Value ($000) $3 Shares 50 Est. Cost $45.24 Unrealized +66.3%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $3 Shares 50 Est. Cost $45.70 Unrealized +12.0%
DANIMER SCIENTIFIC, INC. 0.0%
Value ($000) $2 Shares 300 Est. Cost $36.67 Unrealized
EEM ISHARES MSCI EMER MKTS IDX MARKETS INDEX 0.0%
Value ($000) $2 Shares 50 Est. Cost $49.67 Unrealized
RADIUS HEALTH INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $25.00 Unrealized