CENTRAL BANK & TRUST CO Diversified Active

CIK: 0001175954 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 20, 2022

Total Value ($000): $465,079 (100.0% shares, 0.0% debt)

Holdings (311)

VWO VANGUARD FTSE EMERGING MARKETS ETF 3.5%
Value ($000) $16,049 Shares 439,954 Est. Cost $800.60 Unrealized
SPY SPDR S&P 500 ETF TRUST 3.3%
Value ($000) $15,355 Shares 42,992 Est. Cost $15768.17 Unrealized
AAPL APPLE INC 3.1%
Value ($000) $14,325 Shares 103,653 Est. Cost $84.27 Unrealized +83.1%
NVDA NVIDIA CORP COM 2.6%
Value ($000) $12,215 Shares 100,626 Est. Cost $15.70 Unrealized +0.6%
GOOGL ALPHABET INC CAP STK CL A 2.5%
Value ($000) $11,442 Shares 119,626 Est. Cost $106.41 Unrealized +3.4%
AGG ISHARES TR CORE US AGGREGATE BOND ETF 2.5%
Value ($000) $11,442 Shares 118,765 Est. Cost $110.57 Unrealized
HYG ISHARES TR IBOXX USD HIGH YIELD CORP ETF 2.5%
Value ($000) $11,426 Shares 160,080 Est. Cost $83.43 Unrealized
MSFT MICROSOFT CORP 2.3%
Value ($000) $10,808 Shares 46,407 Est. Cost $136.99 Unrealized +87.5%
UNH UNITEDHEALTH GROUP INC COM 2.3%
Value ($000) $10,710 Shares 21,206 Est. Cost $170.17 Unrealized +190.9%
AZO AUTOZONE INC 2.1%
Value ($000) $9,876 Shares 4,611 Est. Cost $2056.62 Unrealized +5.9%
COST COSTCO WHOLESALE CORP 2.1%
Value ($000) $9,700 Shares 20,539 Est. Cost $133.44 Unrealized +273.3%
AMZN AMAZON COM INC 2.0%
Value ($000) $9,415 Shares 83,323 Est. Cost $121.44 Unrealized +4.1%
MDY SPDR S&P MIDCAP 400 ETF TRUST 1.9%
Value ($000) $9,059 Shares 22,553 Est. Cost $24561.27 Unrealized
ACM AECOM TECHNOLOGY CORP 1.8%
Value ($000) $8,278 Shares 121,097 Est. Cost $62.86 Unrealized +9.1%
SPGI S&P GLOBAL INC 1.7%
Value ($000) $8,062 Shares 26,403 Est. Cost $147.69 Unrealized +135.4%
VWOB VANGUARD EMERG MKTS GOV BND ETF 1.7%
Value ($000) $7,949 Shares 138,260 Est. Cost $69.91 Unrealized
URI UNITED RENTALS INC 1.7%
Value ($000) $7,861 Shares 29,103 Est. Cost $135.92 Unrealized +107.4%
INTU INTUIT INC 1.6%
Value ($000) $7,637 Shares 19,717 Est. Cost $210.09 Unrealized +101.2%
EFA ISHARES MSCI EAFE INDEX FD 1.6%
Value ($000) $7,294 Shares 130,228 Est. Cost $63.84 Unrealized
HSY HERSHEY COMPANY 1.5%
Value ($000) $7,188 Shares 32,603 Est. Cost $102.79 Unrealized +99.7%
V VISA INC CLASS A 1.5%
Value ($000) $7,096 Shares 39,942 Est. Cost $60.16 Unrealized +229.7%
IWM I SHARES RUSSELL 2000 1.5%
Value ($000) $6,978 Shares 42,315 Est. Cost $8305.46 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 1.5%
Value ($000) $6,820 Shares 24,785 Est. Cost $104.78 Unrealized +261.1%
VNQ VANGUARD INDEX FDS REIT #986 1.5%
Value ($000) $6,803 Shares 84,862 Est. Cost $10238.79 Unrealized
AMGN AMGEN INC 1.4%
Value ($000) $6,316 Shares 28,023 Est. Cost $132.39 Unrealized +64.6%
DG DOLLAR GEN CORP NEW 1.4%
Value ($000) $6,281 Shares 26,186 Est. Cost $109.70 Unrealized +111.5%
VLO VALERO ENERGY CORP 1.3%
Value ($000) $5,925 Shares 55,448 Est. Cost $81.27 Unrealized +22.3%
UNP UNION PACIFIC CORP 1.2%
Value ($000) $5,462 Shares 28,038 Est. Cost $136.22 Unrealized +49.9%
NUE NUCOR CORP 1.2%
Value ($000) $5,459 Shares 51,022 Est. Cost $90.78 Unrealized +31.2%
DKS DICK'S SPORTING GOODS 1.2%
Value ($000) $5,416 Shares 51,762 Est. Cost $70.49 Unrealized +33.1%
TGT TARGET CORP 1.2%
Value ($000) $5,379 Shares 36,253 Est. Cost $101.88 Unrealized +40.3%
QCOM QUALCOMM INC 1.1%
Value ($000) $5,193 Shares 45,962 Est. Cost $76.35 Unrealized +66.4%
DVN DEVON ENERGY CORPORATION NEW 1.1%
Value ($000) $5,077 Shares 84,439 Est. Cost $46.77 Unrealized +13.2%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.1%
Value ($000) $5,039 Shares 138,585 Est. Cost $39.69 Unrealized
DHI D R HORTON INC 1.1%
Value ($000) $5,030 Shares 74,690 Est. Cost $52.53 Unrealized +35.5%
ISRG INTUITIVE SURGICAL INC 1.1%
Value ($000) $5,005 Shares 26,701 Est. Cost $283.35 Unrealized -24.2%
BX BLACKSTONE INC 1.1%
Value ($000) $4,922 Shares 58,803 Est. Cost $101.67 Unrealized -14.1%
MCO MOODYS CORP COM 1.0%
Value ($000) $4,830 Shares 19,867 Est. Cost $228.80 Unrealized +23.4%
AMAT APPLIED MATERIALS INC 0.9%
Value ($000) $4,283 Shares 52,274 Est. Cost $84.15 Unrealized +11.1%
CMCSA COMCAST CORP NEW CL A 0.9%
Value ($000) $4,253 Shares 145,075 Est. Cost $32.66 Unrealized +3.1%
LAM RESEARCH CORP COM 0.9%
Value ($000) $4,164 Shares 11,377 Est. Cost $310.65 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.9%
Value ($000) $4,004 Shares 19,554 Est. Cost $227.94 Unrealized +0.8%
CSX CSX CORP 0.8%
Value ($000) $3,905 Shares 146,641 Est. Cost $33.14 Unrealized -10.7%
CHTR CHARTER COMMUNICATIONS 0.8%
Value ($000) $3,811 Shares 12,565 Est. Cost $427.79 Unrealized 0.0%
PGR PROGRESSIVE CORP OHIO 0.8%
Value ($000) $3,792 Shares 32,627 Est. Cost $101.67 Unrealized +8.0%
SYK STRYKER CORP COM 0.8%
Value ($000) $3,651 Shares 18,024 Est. Cost $110.17 Unrealized +84.3%
OXY OCCIDENTAL PETROLEUM CORP 0.8%
Value ($000) $3,621 Shares 58,930 Est. Cost $60.52 Unrealized +0.3%
ZTS ZOETIS INC 0.8%
Value ($000) $3,615 Shares 24,375 Est. Cost $136.18 Unrealized +18.6%
KMI KINDER MORGAN INC DE 0.7%
Value ($000) $3,439 Shares 206,787 Est. Cost $13.95 Unrealized +5.9%
IJR ISHARES S&P SMALLCAP 600 INDEX FUND 0.7%
Value ($000) $3,435 Shares 39,394 Est. Cost $75.14 Unrealized
CAT CATERPILLAR INC 0.7%
Value ($000) $3,196 Shares 19,476 Est. Cost $205.35 Unrealized -16.1%
SCZ ISHARES TR EAFE SML CP ETF 0.6%
Value ($000) $3,023 Shares 61,985 Est. Cost $56.74 Unrealized
IJH ISHARES TR S&P MIDCAP 400 0.6%
Value ($000) $3,006 Shares 13,711 Est. Cost $173.92 Unrealized
PG PROCTER AND GAMBLE CO COM 0.6%
Value ($000) $2,768 Shares 21,929 Est. Cost $91.49 Unrealized +42.7%
SCHW CHARLES SCHWAB CORP 0.5%
Value ($000) $2,407 Shares 33,492 Est. Cost $55.87 Unrealized +18.5%
EMB ISHARES TR JP MOR EM MK ETF 0.5%
Value ($000) $2,231 Shares 28,095 Est. Cost $86.50 Unrealized
HUM HUMANA INC 0.4%
Value ($000) $1,962 Shares 4,043 Est. Cost $71.82 Unrealized +553.5%
MRK MERCK & CO INC NEW 0.4%
Value ($000) $1,961 Shares 22,766 Est. Cost $64.35 Unrealized +25.0%
XEL XCEL ENERGY INC 0.4%
Value ($000) $1,938 Shares 30,284 Est. Cost $38.06 Unrealized +70.4%
DE DEERE & CO 0.4%
Value ($000) $1,926 Shares 5,770 Est. Cost $316.09 Unrealized +3.3%
MCD MCDONALDS CORP 0.4%
Value ($000) $1,919 Shares 8,315 Est. Cost $197.71 Unrealized +19.5%
MAS MASCO CORPORATION 0.4%
Value ($000) $1,760 Shares 37,711 Est. Cost $26.72 Unrealized +82.8%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1,725 Shares 10,557 Est. Cost $103.89 Unrealized +47.2%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $1,714 Shares 3,380 Est. Cost $339.40 Unrealized +63.3%
META META PLATFORMS INC 0.4%
Value ($000) $1,702 Shares 12,546 Est. Cost $172.70 Unrealized -6.8%
LOW LOWES COS INC COM 0.3%
Value ($000) $1,577 Shares 8,397 Est. Cost $83.02 Unrealized +119.7%
XLF SELECT SECTOR FINANCIAL 0.3%
Value ($000) $1,532 Shares 50,455 Est. Cost $26.75 Unrealized
DHR DANAHER CORP DEL COM 0.3%
Value ($000) $1,527 Shares 5,911 Est. Cost $229.76 Unrealized +4.8%
IVV ISHARES S&P 500 INDEX FUND US 0.3%
Value ($000) $1,510 Shares 4,209 Est. Cost $1104.87 Unrealized
TXN TEXAS INSTRUMENTS INC 0.3%
Value ($000) $1,417 Shares 9,156 Est. Cost $89.53 Unrealized +69.4%
XLU SECTOR SPDR UTILITIES 0.3%
Value ($000) $1,354 Shares 20,667 Est. Cost $65.66 Unrealized
EEM ISHARES MSCI EMER MKTS IDX MARKETS INDEX 0.3%
Value ($000) $1,349 Shares 38,665 Est. Cost $39.51 Unrealized
XLV SECTOR SPDR TR FUND HEALTH CARE 0.3%
Value ($000) $1,271 Shares 10,496 Est. Cost $105.42 Unrealized
GPC GENUINE PARTS CO 0.3%
Value ($000) $1,262 Shares 8,452 Est. Cost $128.42 Unrealized +7.0%
CATALENT INC 0.3%
Value ($000) $1,259 Shares 17,401 Est. Cost $133.07 Unrealized
MS MORGAN STANLEY 0.3%
Value ($000) $1,257 Shares 15,906 Est. Cost $77.39 Unrealized -2.8%
BLACKROCK INC 0.3%
Value ($000) $1,252 Shares 2,275 Est. Cost $649.14 Unrealized
SBUX STARBUCKS CORPORATION 0.3%
Value ($000) $1,227 Shares 14,568 Est. Cost $53.31 Unrealized +47.0%
LLY LILLY ELI & CO 0.3%
Value ($000) $1,220 Shares 3,772 Est. Cost $170.80 Unrealized +80.4%
HD HOME DEPOT INC 0.3%
Value ($000) $1,220 Shares 4,423 Est. Cost $124.43 Unrealized +117.5%
TJX TJX COS INC NEW 0.3%
Value ($000) $1,190 Shares 19,162 Est. Cost $38.61 Unrealized +55.1%
EQT EQT CORP 0.2%
Value ($000) $1,140 Shares 27,985 Est. Cost $13.78 Unrealized +199.0%
APD AIR PRODUCTS & CHEMICALS 0.2%
Value ($000) $1,116 Shares 4,796 Est. Cost $223.39 Unrealized +1.3%
ITW ILLINOIS TOOL WORKS 0.2%
Value ($000) $1,099 Shares 6,083 Est. Cost $139.60 Unrealized +30.1%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $1,078 Shares 6,459 Est. Cost $76.23 Unrealized +112.7%
KLAC KLA-TENCOR CORPORATION 0.2%
Value ($000) $1,063 Shares 3,512 Est. Cost $321.60 Unrealized +4.0%
REGN REGENERON PHARMACEUTICALS 0.2%
Value ($000) $1,048 Shares 1,521 Est. Cost $571.06 Unrealized +9.6%
EA ELECTRONIC ARTS 0.2%
Value ($000) $1,040 Shares 8,988 Est. Cost $128.35 Unrealized -3.3%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $1,028 Shares 2,662 Est. Cost $373.34 Unrealized +2.0%
TSLA TESLA, INC 0.2%
Value ($000) $1,015 Shares 3,825 Est. Cost $222.37 Unrealized +25.6%
CTVA CORTEVA INC 0.2%
Value ($000) $983 Shares 17,195 Est. Cost $55.72 Unrealized +0.8%
PFE PFIZER INC 0.2%
Value ($000) $951 Shares 21,743 Est. Cost $21.45 Unrealized +88.4%
AEE AMEREN CORP 0.2%
Value ($000) $933 Shares 11,584 Est. Cost $59.36 Unrealized +38.4%
EOG EOG RES INC 0.2%
Value ($000) $924 Shares 8,273 Est. Cost $61.17 Unrealized +59.7%
JPM J P MORGAN CHASE & CO 0.2%
Value ($000) $919 Shares 8,792 Est. Cost $93.01 Unrealized +13.6%
EL LAUDER ESTEE COS INC CL A 0.2%
Value ($000) $910 Shares 4,213 Est. Cost $257.78 Unrealized -6.7%
UPS UNITED PARCEL SERVICE 0.2%
Value ($000) $907 Shares 5,616 Est. Cost $135.18 Unrealized +18.7%
XLE SECTOR SPDR TR ENERGY 0.2%
Value ($000) $893 Shares 12,395 Est. Cost $71.05 Unrealized
ABT ABBOTT LABORATORIES 0.2%
Value ($000) $835 Shares 8,632 Est. Cost $100.74 Unrealized -0.7%
XLP SECTOR SPDR TR CONS STAPLES 0.2%
Value ($000) $833 Shares 12,489 Est. Cost $56.64 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $822 Shares 9,421 Est. Cost $60.29 Unrealized +35.0%
DIS DISNEY (WALT) COMPANY HOLDING CO 0.2%
Value ($000) $795 Shares 8,431 Est. Cost $66.76 Unrealized +56.6%
ICE INTERCONTINENTAL EXCHANGE 0.2%
Value ($000) $794 Shares 8,788 Est. Cost $53.57 Unrealized +78.8%
ORCL ORACLE CORPORATION 0.2%
Value ($000) $789 Shares 12,922 Est. Cost $29.31 Unrealized +139.4%
NTAP NETAPP INC 0.2%
Value ($000) $769 Shares 12,431 Est. Cost $64.14 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value ($000) $717 Shares 1,525 Est. Cost $278.32 Unrealized +61.9%
NFLX NETFLIX COM 0.2%
Value ($000) $705 Shares 2,995 Est. Cost $44.84 Unrealized -50.5%
CVX CHEVRON CORPORATION 0.2%
Value ($000) $705 Shares 4,906 Est. Cost $78.04 Unrealized +70.2%
ALL ALLSTATE CORP 0.1%
Value ($000) $684 Shares 5,493 Est. Cost $89.75 Unrealized +27.7%
KO COCA COLA CO 0.1%
Value ($000) $677 Shares 12,101 Est. Cost $39.76 Unrealized +41.0%
BIIB BIOGEN INC 0.1%
Value ($000) $674 Shares 2,526 Est. Cost $243.75 Unrealized -12.9%
VOO VANGUARD INDEX FUNDS S&P 500 ETF 0.1%
Value ($000) $664 Shares 2,024 Est. Cost $308.92 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $651 Shares 9,159 Est. Cost $43.77 Unrealized +42.3%
AVGO BROADCOM INC 0.1%
Value ($000) $648 Shares 1,459 Est. Cost $41.24 Unrealized +16.6%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $635 Shares 10,029 Est. Cost $88.85 Unrealized -4.2%
MDT MEDTRONIC PLC 0.1%
Value ($000) $634 Shares 7,847 Est. Cost $89.69 Unrealized -9.9%
FISV FISERV INC USD 0.01 0.1%
Value ($000) $632 Shares 6,751 Est. Cost $47.12 Unrealized +116.3%
VZ VERIZON COMMUNICATIONS INC USD 0.1%
Value ($000) $621 Shares 16,366 Est. Cost $39.58 Unrealized -9.6%
IWR ISHARES RUSSELL MID CAP INDEX 0.1%
Value ($000) $606 Shares 9,748 Est. Cost $880.42 Unrealized
CBOE CBOE GLOBAL MARKETS INC 0.1%
Value ($000) $574 Shares 4,887 Est. Cost $90.85 Unrealized +27.4%
NXPI NXP SEMICONDUCTORS N V COM 0.1%
Value ($000) $573 Shares 3,886 Est. Cost $159.81 Unrealized -1.8%
CTAS CINTAS CORP COM 0.1%
Value ($000) $566 Shares 1,458 Est. Cost $82.46 Unrealized +20.1%
WMT WAL-MART STORES INC COM 0.1%
Value ($000) $565 Shares 4,358 Est. Cost $37.84 Unrealized +11.0%
TSCO TRACTOR SUPPLY CO COM 0.1%
Value ($000) $556 Shares 2,990 Est. Cost $26.62 Unrealized +37.8%
NOW SERVICENOW INC 0.1%
Value ($000) $540 Shares 1,431 Est. Cost $79.25 Unrealized +13.6%
CRM SALESFORCE INC 0.1%
Value ($000) $519 Shares 3,610 Est. Cost $72.85 Unrealized +130.0%
LYB LYONDELLBASEIL INDU CL A 0.1%
Value ($000) $515 Shares 6,845 Est. Cost $73.26 Unrealized -7.9%
HOLX HOLOGIC INCORPORATED 0.1%
Value ($000) $514 Shares 7,959 Est. Cost $67.22 Unrealized +3.1%
PEP PEPSICO INC 0.1%
Value ($000) $513 Shares 3,142 Est. Cost $69.92 Unrealized +120.8%
XYZ BLOCK INC 0.1%
Value ($000) $491 Shares 8,931 Est. Cost $242.22 Unrealized -70.8%
INTC INTEL CORP 0.1%
Value ($000) $453 Shares 17,567 Est. Cost $42.58 Unrealized -24.1%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $438 Shares 5,590 Est. Cost $55.62 Unrealized +38.7%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $429 Shares 1,465 Est. Cost $324.54 Unrealized -8.5%
RJF RAYMOND JAMES FINANCIAL INC 0.1%
Value ($000) $409 Shares 4,136 Est. Cost $96.20 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $382 Shares 3,397 Est. Cost $114.09 Unrealized +0.2%
CVS CVS CAREMARK CORP 0.1%
Value ($000) $378 Shares 3,963 Est. Cost $64.84 Unrealized +35.1%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $377 Shares 3,920 Est. Cost $109.71 Unrealized +1.0%
XLI SECTOR SPDR INDUSTRIALS 0.1%
Value ($000) $367 Shares 4,436 Est. Cost $75.22 Unrealized
MCK MCKESSON HBOC INC 0.1%
Value ($000) $347 Shares 1,020 Est. Cost $194.07 Unrealized +75.9%
ADSK AUTODESK INC 0.1%
Value ($000) $347 Shares 1,855 Est. Cost $135.07 Unrealized +49.6%
MAR MARRIOTT INTL INC CLASS A 0.1%
Value ($000) $345 Shares 2,461 Est. Cost $89.64 Unrealized +64.8%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $337 Shares 8,418 Est. Cost $20.83 Unrealized +92.3%
TMUS T MOBILE US INC 0.1%
Value ($000) $323 Shares 2,409 Est. Cost $111.70 Unrealized +21.5%
SWKS SKYWORKS SOLUTIONS INC COM 0.1%
Value ($000) $300 Shares 3,523 Est. Cost $127.50 Unrealized -27.8%
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $297 Shares 7,710 Est. Cost $47.86 Unrealized -19.2%
DISCOVER FINANCIAL SERVICES 0.1%
Value ($000) $293 Shares 3,224 Est. Cost $2254.22 Unrealized
KR KROGER CO 0.1%
Value ($000) $291 Shares 6,642 Est. Cost $29.97 Unrealized +47.1%
GFS GLOBAL FOUNDRIES INC 0.1%
Value ($000) $290 Shares 6,000 Est. Cost $62.07 Unrealized -13.3%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $288 Shares 2,426 Est. Cost $110.23 Unrealized +4.9%
ABBV ABBVIE INC USD 0.01 0.1%
Value ($000) $287 Shares 2,137 Est. Cost $86.71 Unrealized +46.6%
NKE NIKE INC CL B 0.1%
Value ($000) $280 Shares 3,365 Est. Cost $59.37 Unrealized +71.1%
XLY SELECT SECTOR CONS DISC 0.1%
Value ($000) $280 Shares 1,969 Est. Cost $119.07 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $280 Shares 3,380 Est. Cost $51.74 Unrealized +56.5%
CTBI COMMUNITY TRUST BANK 0.1%
Value ($000) $275 Shares 6,779 Est. Cost $23.48 Unrealized +57.0%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $274 Shares 2,032 Est. Cost $109.24 Unrealized +32.7%
MTDR MATADOR RES CO 0.1%
Value ($000) $247 Shares 5,050 Est. Cost $17.33 Unrealized +211.4%
TFC TRUIST FINANCIAL CORPORATION 0.0%
Value ($000) $231 Shares 5,300 Est. Cost $49.08 Unrealized -18.1%
T AT&T INC 0.0%
Value ($000) $228 Shares 14,864 Est. Cost $14.59 Unrealized +3.4%
EFAV ISHARES EDGE MSCI MIN VOL 0.0%
Value ($000) $219 Shares 3,850 Est. Cost $61.49 Unrealized
IJT ISHARES TR SP SMCP600GR ETF 0.0%
Value ($000) $211 Shares 2,074 Est. Cost $116.30 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $208 Shares 1,023 Est. Cost $141.41 Unrealized +38.7%
AEP AMERICAN ELECTRIC POWER CO 0.0%
Value ($000) $207 Shares 2,400 Est. Cost $63.90 Unrealized +36.3%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $205 Shares 2,199 Est. Cost $50.36 Unrealized +86.7%
PNC PNC FINANCIAL SERVICES GROUPINC 0.0%
Value ($000) $198 Shares 1,330 Est. Cost $65.77 Unrealized +115.9%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $195 Shares 3,693 Est. Cost $59.62 Unrealized
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $190 Shares 5,306 Est. Cost $37.77 Unrealized -11.5%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $182 Shares 2,449 Est. Cost $92.91 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH INDEX FUND 0.0%
Value ($000) $178 Shares 847 Est. Cost $218.73 Unrealized
ACN ACCENTURE PLC 0.0%
Value ($000) $175 Shares 680 Est. Cost $162.84 Unrealized +68.7%
PPG PPG INDS INC COM 0.0%
Value ($000) $167 Shares 1,511 Est. Cost $79.61 Unrealized +44.3%
VTWO VANGUARD RUSSELL 0.0%
Value ($000) $162 Shares 2,428 Est. Cost $102.02 Unrealized
WM WASTE MANAGEMENT INC NEW 0.0%
Value ($000) $160 Shares 996 Est. Cost $94.29 Unrealized +66.0%
D DOMINION RES INC VA 0.0%
Value ($000) $144 Shares 2,087 Est. Cost $60.70 Unrealized +12.6%
PSX PHILLIPS 66 0.0%
Value ($000) $143 Shares 1,776 Est. Cost $58.96 Unrealized +27.9%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $142 Shares 638 Est. Cost $105.93 Unrealized +121.4%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $141 Shares 1,625 Est. Cost $35.89 Unrealized +28.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $140 Shares 526 Est. Cost $168.45 Unrealized +68.9%
SVB FINL GROUP 0.0%
Value ($000) $131 Shares 391 Est. Cost $514.00 Unrealized
MLM MARTIN MARIETTA MATLS 0.0%
Value ($000) $127 Shares 395 Est. Cost $89.34 Unrealized +271.1%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $121 Shares 1,178 Est. Cost $102.72 Unrealized
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $119 Shares 1,366 Est. Cost $82.07 Unrealized +14.0%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $109 Shares 2,709 Est. Cost $34.74 Unrealized +12.9%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $106 Shares 500 Est. Cost $128.16 Unrealized +64.5%
VTI VANGUARD TOTAL STOCK MKT ETF 0.0%
Value ($000) $105 Shares 586 Est. Cost $39688.94 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $104 Shares 1,419 Est. Cost $45.44 Unrealized +70.8%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $101 Shares 960 Est. Cost $134.47 Unrealized -24.4%
MO ALTRIA GROUP INC 0.0%
Value ($000) $101 Shares 2,500 Est. Cost $19.80 Unrealized +67.0%
CI CIGNA CORP NEW 0.0%
Value ($000) $100 Shares 360 Est. Cost $195.38 Unrealized +35.5%
VPL VANGUARD MSCI PACIFIC ETF 0.0%
Value ($000) $99 Shares 1,717 Est. Cost $5349.72 Unrealized
PYPL PAYPAL HLDGINGS INC 0.0%
Value ($000) $93 Shares 1,078 Est. Cost $107.46 Unrealized -17.7%
FAST FASTENAL CO 0.0%
Value ($000) $92 Shares 1,989 Est. Cost $20.74 Unrealized +11.9%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $88 Shares 1,596 Est. Cost $54.68 Unrealized
LEN LENNAR CORP COM 0.0%
Value ($000) $87 Shares 1,168 Est. Cost $78.47 Unrealized -5.7%
BAC BANKAMERICA CORP NEW 0.0%
Value ($000) $85 Shares 2,826 Est. Cost $31.83 Unrealized -3.9%
BA BOEING CO 0.0%
Value ($000) $82 Shares 676 Est. Cost $191.15 Unrealized -19.8%
LINDE PLC EUR 0.0%
Value ($000) $81 Shares 300 Est. Cost $156.41 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $80 Shares 1,133 Est. Cost $50.85 Unrealized +42.5%
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value ($000) $77 Shares 6,040 Est. Cost $9.11 Unrealized
MMM 3M CO 0.0%
Value ($000) $77 Shares 697 Est. Cost $114.79 Unrealized -16.0%
GE GENERAL ELECTRIC CO COM 0.0%
Value ($000) $77 Shares 1,248 Est. Cost $62.95 Unrealized -31.4%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $76 Shares 168 Est. Cost $307.09 Unrealized +48.3%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $76 Shares 678 Est. Cost $39.79 Unrealized +181.7%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $75 Shares 664 Est. Cost $54.97 Unrealized +121.5%
WMB WILLIAMS COS INC 0.0%
Value ($000) $70 Shares 2,440 Est. Cost $22.12 Unrealized +26.1%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $69 Shares 805 Est. Cost $79.26 Unrealized +2.8%
ENVX ENOVIX CORP 0.0%
Value ($000) $69 Shares 3,760 Est. Cost $20.13 Unrealized -16.2%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $69 Shares 2,057 Est. Cost $40.09 Unrealized -21.5%
EQUITRANS MIDSTREAM CORP 0.0%
Value ($000) $68 Shares 9,060 Est. Cost $8.22 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $67 Shares 1,347 Est. Cost $78.25 Unrealized -27.3%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $66 Shares 260 Est. Cost $66.59 Unrealized +276.5%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $66 Shares 1,319 Est. Cost $27.24 Unrealized -18.3%
DOW DOW INC 0.0%
Value ($000) $58 Shares 1,319 Est. Cost $36.05 Unrealized +15.0%
IAU ISHARES GOLD TR NPV NEW 0.0%
Value ($000) $58 Shares 1,854 Est. Cost $33.68 Unrealized
ORLY O REILLY AUTOMOTIVE INC 0.0%
Value ($000) $55 Shares 75 Est. Cost $46.63 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC NPV 0.0%
Value ($000) $55 Shares 4,799 Est. Cost $18.55 Unrealized -26.7%
VVV VALVOLINE INC 0.0%
Value ($000) $53 Shares 2,078 Est. Cost $32.67 Unrealized -10.4%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $53 Shares 248 Est. Cost $268.27 Unrealized -18.0%
QAI IQ HEDGE MULTI-STRATEGY TRACKER ETF 0.0%
Value ($000) $53 Shares 1,902 Est. Cost $31.11 Unrealized
TRV TRAVELERS COS INC 0.0%
Value ($000) $52 Shares 340 Est. Cost $97.61 Unrealized +55.9%
TE CONNECTIVITY LTD 0.0%
Value ($000) $50 Shares 450 Est. Cost $111.11 Unrealized
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $50 Shares 319 Est. Cost $184.51 Unrealized -9.1%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $50 Shares 617 Est. Cost $54.67 Unrealized +35.9%
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $45 Shares 200 Est. Cost $82.28 Unrealized +166.2%
IQV IQVIA HOLDINGS INC 0.0%
Value ($000) $45 Shares 248 Est. Cost $247.44 Unrealized -11.5%
BP BP AMOCO P L C 0.0%
Value ($000) $44 Shares 1,543 Est. Cost $3716.75 Unrealized
AA ALCOA UPSTREAM CORP 0.0%
Value ($000) $43 Shares 1,272 Est. Cost $60.72 Unrealized -26.1%
NEM NEWMONT MINING CORP COM 0.0%
Value ($000) $40 Shares 953 Est. Cost $54.37 Unrealized -22.5%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $40 Shares 164 Est. Cost $189.74 Unrealized +36.5%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $40 Shares 491 Est. Cost $54.61 Unrealized +53.5%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $38 Shares 695 Est. Cost $30.64 Unrealized +84.8%
LOB LIVE OAK BANCSHARES INC 0.0%
Value ($000) $37 Shares 1,221 Est. Cost $29.52 Unrealized +21.5%
HPQ HP INC COM 0.0%
Value ($000) $37 Shares 1,467 Est. Cost $30.53 Unrealized -11.6%
TSM TAIWAN SEMICONDUCTOR 0.0%
Value ($000) $34 Shares 500 Est. Cost $68.00 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $31 Shares 200 Est. Cost $5927.38 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $29 Shares 200 Est. Cost $117.38 Unrealized +33.0%
INARI MED INC 0.0%
Value ($000) $29 Shares 400 Est. Cost $80.00 Unrealized
FDX FEDEX CORPORATION 0.0%
Value ($000) $29 Shares 195 Est. Cost $248.40 Unrealized -21.2%
POSEIDA THERAPEUTICS INC 0.0%
Value ($000) $27 Shares 7,608 Est. Cost $6.95 Unrealized
TIP ISHARES BARCLAYS TIPS BOND FUND 0.0%
Value ($000) $26 Shares 247 Est. Cost $125.26 Unrealized
SYBT STOCK YDS BANCORP INC NPV 0.0%
Value ($000) $26 Shares 385 Est. Cost $52.09 Unrealized +28.4%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $25 Shares 380 Est. Cost $77.22 Unrealized -8.8%
MA MASTERCARD INCORPORATE 0.0%
Value ($000) $24 Shares 84 Est. Cost $167.75 Unrealized +93.8%
CMBS ISHARES CMBS 0.0%
Value ($000) $24 Shares 513 Est. Cost $54.94 Unrealized
IYC ISHARES US CONSUMER SERVICESETF 0.0%
Value ($000) $24 Shares 408 Est. Cost $97.43 Unrealized
RIO RIO TINTO PLC 0.0%
Value ($000) $24 Shares 429 Est. Cost $83.92 Unrealized
WSBC WESBANCO INC 0.0%
Value ($000) $23 Shares 700 Est. Cost $21.26 Unrealized +59.6%
GIS GENERAL MILLS INC 0.0%
Value ($000) $23 Shares 300 Est. Cost $35.24 Unrealized +92.3%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $22 Shares 250 Est. Cost $44.58 Unrealized +103.5%
SIRIUS XM HLDGS INC 0.0%
Value ($000) $21 Shares 3,700 Est. Cost $5.12 Unrealized
LEA LEAR CORP COMMON 0.0%
Value ($000) $21 Shares 172 Est. Cost $134.30 Unrealized -5.8%
MRNA MODERNA INC 0.0%
Value ($000) $18 Shares 148 Est. Cost $100.05 Unrealized +51.7%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $18 Shares 419 Est. Cost $42.96 Unrealized
CLFD CLEARFIELD INC 0.0%
Value ($000) $18 Shares 172 Est. Cost $62.77 Unrealized +55.0%
CHDN CHURCHILL DOWNS INC 0.0%
Value ($000) $18 Shares 100 Est. Cost $108.48 Unrealized -7.3%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $18 Shares 293 Est. Cost $58.80 Unrealized -5.2%
VB VANGUARD INDEX FDS SMALL CP ETF 0.0%
Value ($000) $17 Shares 99 Est. Cost $148.95 Unrealized
SO SOUTHERN COMPANY 0.0%
Value ($000) $17 Shares 250 Est. Cost $51.93 Unrealized +28.9%
BABA ALIBABA 0.0%
Value ($000) $16 Shares 200 Est. Cost $198.54 Unrealized
WFC WELLS FARGO & COMPANY NEW 0.0%
Value ($000) $15 Shares 365 Est. Cost $39.28 Unrealized +0.2%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $15 Shares 65 Est. Cost $182.90 Unrealized +25.5%
LULU LULULEMON ATHLETICA INC USD 0.01 0.0%
Value ($000) $15 Shares 52 Est. Cost $191.61 Unrealized +61.8%
ICUI ICU MEDIAL INC 0.0%
Value ($000) $15 Shares 100 Est. Cost $66.13 Unrealized +151.6%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $14 Shares 111 Est. Cost $110.62 Unrealized
IWS ETF I SHARES TRUST 0.0%
Value ($000) $14 Shares 150 Est. Cost $93.33 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $14 Shares 257 Est. Cost $22.18 Unrealized +142.9%
GLW CORNING INCORPORATED 0.0%
Value ($000) $13 Shares 462 Est. Cost $27.16 Unrealized +13.2%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $13 Shares 200 Est. Cost $60.29 Unrealized 0.0%
EBS EMERGENT BIO SOLUTIONS 0.0%
Value ($000) $13 Shares 621 Est. Cost $77.10 Unrealized -63.9%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $13 Shares 101 Est. Cost $121591.41 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $11 Shares 174 Est. Cost $44.85 Unrealized +35.3%
MPC MARATHON PET CORP COM 0.0%
Value ($000) $11 Shares 110 Est. Cost $86.91 Unrealized 0.0%
TRMB TRIMBLE NAVIGATION 0.0%
Value ($000) $11 Shares 200 Est. Cost $22.08 Unrealized +186.4%
SHEL ROYAL DUTCH SHELL PLC NPV 0.0%
Value ($000) $11 Shares 230 Est. Cost $56.52 Unrealized
PIONEER NAT RES CO COM 0.0%
Value ($000) $10 Shares 48 Est. Cost $220.49 Unrealized
IWP ISHARES RUSSELL MIDCAP GRWTH INDEX FUND 0.0%
Value ($000) $10 Shares 124 Est. Cost $80.65 Unrealized
KMX CARMAX INC 0.0%
Value ($000) $10 Shares 150 Est. Cost $91.38 Unrealized 0.0%
BF/B BROWN FORMAN CORP CL B COM 0.0%
Value ($000) $10 Shares 150 Est. Cost $65.35 Unrealized +4.1%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $10 Shares 83 Est. Cost $144.58 Unrealized
APPHARVEST INC 0.0%
Value ($000) $10 Shares 4,966 Est. Cost $3.24 Unrealized
LUCID GROUP INC 0.0%
Value ($000) $10 Shares 725 Est. Cost $38.37 Unrealized
IWB ISHARES TR RUS 1000 ETF 0.0%
Value ($000) $9 Shares 48 Est. Cost $198.37 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $9 Shares 32 Est. Cost $238.90 Unrealized +20.4%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $8 Shares 171 Est. Cost $41.67 Unrealized +4.9%
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $8 Shares 950 Est. Cost $12.42 Unrealized -13.6%
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.0%
Value ($000) $8 Shares 145 Est. Cost $57.34 Unrealized 0.0%
IDXX IDEXX LABORATORIES INC COM 0.0%
Value ($000) $7 Shares 21 Est. Cost $526.03 Unrealized -30.2%
DPZ DOMINO'S PIZZA INC 0.0%
Value ($000) $7 Shares 23 Est. Cost $68.05 Unrealized +431.3%
CB CHUBB LIMITED COM 0.0%
Value ($000) $7 Shares 38 Est. Cost $181.71 Unrealized 0.0%
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $6 Shares 292 Est. Cost $30.96 Unrealized -25.4%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $6 Shares 36 Est. Cost $299.98 Unrealized -23.6%
WALGREENS BOOTS ALLIANCE 0.0%
Value ($000) $6 Shares 184 Est. Cost $52.58 Unrealized
NVS NOVARTIS A G SPONSORED ADR 0.0%
Value ($000) $5 Shares 70 Est. Cost $27218.37 Unrealized
AIG AMERICAN INTL GROUP 0.0%
Value ($000) $5 Shares 100 Est. Cost $44.32 Unrealized +9.8%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $5 Shares 48 Est. Cost $42.97 Unrealized +105.2%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $5 Shares 94 Est. Cost $69.88 Unrealized -20.8%
LUMINAR TECHNOLOGIES 0.0%
Value ($000) $5 Shares 700 Est. Cost $7.55 Unrealized
RCI ROGERS COMMUNICATIONS INC CL B NON-VTG 0.0%
Value ($000) $4 Shares 100 Est. Cost $47.39 Unrealized -6.6%
ICLR ICON PLC 0.0%
Value ($000) $4 Shares 20 Est. Cost $217.64 Unrealized 0.0%
CPRI CAPRI HOLDINGS LTD 0.0%
Value ($000) $4 Shares 100 Est. Cost $43.70 Unrealized +6.9%
WOR WORTHINGTON IND INC 0.0%
Value ($000) $3 Shares 68 Est. Cost $20.24 Unrealized +51.2%
NCNO NCINO INC NEW 0.0%
Value ($000) $3 Shares 81 Est. Cost $45.79 Unrealized -26.4%
HAL HALLIBURTON COMPANY 0.0%
Value ($000) $3 Shares 102 Est. Cost $14.32 Unrealized +85.4%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $3 Shares 16 Est. Cost $187.50 Unrealized
IJS ISHARES S&P MIDCAP 600 VALUE INDEX FUND 0.0%
Value ($000) $2 Shares 24 Est. Cost $83.33 Unrealized
GOOS CANADA GOOSE HOLDINGS 0.0%
Value ($000) $2 Shares 150 Est. Cost $39.85 Unrealized -53.1%
CONTRAFECT CORP 0.0%
Value ($000) $2 Shares 12,655 Est. Cost $2.83 Unrealized
DANIMER SCIENTIFIC, INC. 0.0%
Value ($000) $1 Shares 300 Est. Cost $36.67 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $11194.53 Unrealized
DJT DIGITAL WOLRD ACQUISITON 0.0%
Value ($000) $1 Shares 50 Est. Cost $45.24 Unrealized -41.7%
ADR OATLY GROUP AB 0.0%
Value ($000) $1 Shares 549 Est. Cost $14.57 Unrealized
IBRX IMMUNITYBIO INC 0.0%
Value ($000) $0 Shares 80 Est. Cost $4.02 Unrealized +13.5%