CENTRAL BANK & TRUST CO Diversified Active

CIK: 0001175954 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 18, 2023

Total Value ($000): $529,941 (100.0% shares, 0.0% debt)

Holdings (335)

AGG ISHARES TR CORE US AGGREGATE BOND ETF 4.1%
Value ($000) $21,605 Shares 222,751 Est. Cost $104.23 Unrealized
SPY SPDR S&P 500 ETF TRUST 3.1%
Value ($000) $16,297 Shares 42,615 Est. Cost $15768.17 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 2.9%
Value ($000) $15,574 Shares 399,638 Est. Cost $800.60 Unrealized
NVDA NVIDIA CORP COM 2.7%
Value ($000) $14,276 Shares 97,688 Est. Cost $15.70 Unrealized -6.7%
AAPL APPLE INC 2.6%
Value ($000) $13,635 Shares 104,939 Est. Cost $84.97 Unrealized +65.6%
HYG ISHARES TR IBOXX USD HIGH YIELD CORP ETF 2.2%
Value ($000) $11,397 Shares 154,788 Est. Cost $83.43 Unrealized
UNH UNITEDHEALTH GROUP INC COM 2.1%
Value ($000) $11,256 Shares 21,231 Est. Cost $170.17 Unrealized +194.1%
MSFT MICROSOFT CORP 2.1%
Value ($000) $11,087 Shares 46,230 Est. Cost $136.99 Unrealized +70.9%
GOOGL ALPHABET INC CAP STK CL A 2.0%
Value ($000) $10,469 Shares 118,654 Est. Cost $106.41 Unrealized -11.4%
AZO AUTOZONE INC 2.0%
Value ($000) $10,378 Shares 4,208 Est. Cost $2056.62 Unrealized +17.5%
ACM AECOM TECHNOLOGY CORP 1.9%
Value ($000) $10,027 Shares 118,061 Est. Cost $62.86 Unrealized +21.3%
URI UNITED RENTALS INC 1.9%
Value ($000) $9,846 Shares 27,703 Est. Cost $135.92 Unrealized +134.1%
MDY SPDR S&P MIDCAP 400 ETF TRUST 1.8%
Value ($000) $9,639 Shares 21,769 Est. Cost $24561.27 Unrealized
COST COSTCO WHOLESALE CORP 1.7%
Value ($000) $9,002 Shares 19,719 Est. Cost $133.44 Unrealized +251.3%
EFA ISHARES MSCI EAFE INDEX FD 1.7%
Value ($000) $8,874 Shares 135,209 Est. Cost $63.91 Unrealized
SPGI S&P GLOBAL INC 1.6%
Value ($000) $8,574 Shares 25,600 Est. Cost $147.69 Unrealized +117.4%
V VISA INC CLASS A 1.6%
Value ($000) $8,448 Shares 40,664 Est. Cost $62.59 Unrealized +214.7%
ADBE ADOBE SYSTEMS INCORPORATED 1.6%
Value ($000) $8,433 Shares 25,060 Est. Cost $107.14 Unrealized +198.5%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.6%
Value ($000) $8,271 Shares 197,059 Est. Cost $40.37 Unrealized
IWM I SHARES RUSSELL 2000 1.5%
Value ($000) $7,872 Shares 45,149 Est. Cost $7795.07 Unrealized
INTU INTUIT INC 1.4%
Value ($000) $7,673 Shares 19,714 Est. Cost $210.09 Unrealized +85.1%
VWOB VANGUARD EMERG MKTS GOV BND ETF 1.4%
Value ($000) $7,502 Shares 123,040 Est. Cost $69.91 Unrealized
AMGN AMGEN INC 1.4%
Value ($000) $7,203 Shares 27,427 Est. Cost $132.39 Unrealized +83.4%
HSY HERSHEY COMPANY 1.3%
Value ($000) $7,099 Shares 30,657 Est. Cost $102.79 Unrealized +106.4%
AMZN AMAZON COM INC 1.3%
Value ($000) $7,083 Shares 84,316 Est. Cost $121.18 Unrealized -18.5%
EEM ISHARES MSCI EMER MKTS IDX MARKETS INDEX 1.3%
Value ($000) $6,905 Shares 182,236 Est. Cost $38.23 Unrealized
VLO VALERO ENERGY CORP 1.3%
Value ($000) $6,676 Shares 52,626 Est. Cost $81.27 Unrealized +40.4%
DHI D R HORTON INC 1.2%
Value ($000) $6,618 Shares 74,247 Est. Cost $52.53 Unrealized +47.9%
VNQ VANGUARD INDEX FDS REIT #986 1.2%
Value ($000) $6,579 Shares 79,778 Est. Cost $10238.79 Unrealized
NUE NUCOR CORP 1.2%
Value ($000) $6,503 Shares 49,337 Est. Cost $90.78 Unrealized +42.8%
DG DOLLAR GEN CORP NEW 1.2%
Value ($000) $6,482 Shares 26,325 Est. Cost $109.70 Unrealized +112.5%
ISRG INTUITIVE SURGICAL INC 1.2%
Value ($000) $6,443 Shares 24,283 Est. Cost $283.35 Unrealized -13.9%
DKS DICK'S SPORTING GOODS 1.2%
Value ($000) $6,216 Shares 51,674 Est. Cost $70.49 Unrealized +48.0%
DE DEERE & CO 1.2%
Value ($000) $6,214 Shares 14,492 Est. Cost $359.79 Unrealized +8.0%
UNP UNION PACIFIC CORP 1.0%
Value ($000) $5,520 Shares 26,658 Est. Cost $136.22 Unrealized +39.6%
MCO MOODYS CORP COM 1.0%
Value ($000) $5,503 Shares 19,751 Est. Cost $228.80 Unrealized +16.4%
SHW SHERWIN WILLIAMS CO COM 1.0%
Value ($000) $5,416 Shares 22,823 Est. Cost $227.49 Unrealized -1.2%
TGT TARGET CORP 1.0%
Value ($000) $5,371 Shares 36,036 Est. Cost $101.88 Unrealized +38.3%
CMCSA COMCAST CORP NEW CL A 1.0%
Value ($000) $5,345 Shares 152,847 Est. Cost $32.53 Unrealized -7.6%
QCOM QUALCOMM INC 1.0%
Value ($000) $5,048 Shares 45,916 Est. Cost $76.35 Unrealized +42.6%
CAT CATERPILLAR INC 0.9%
Value ($000) $4,909 Shares 20,492 Est. Cost $205.41 Unrealized +0.6%
DVN DEVON ENERGY CORPORATION NEW 0.9%
Value ($000) $4,842 Shares 78,716 Est. Cost $46.77 Unrealized +26.9%
SCZ ISHARES TR EAFE SML CP ETF 0.9%
Value ($000) $4,821 Shares 85,370 Est. Cost $56.67 Unrealized
LAM RESEARCH CORP COM 0.9%
Value ($000) $4,512 Shares 10,735 Est. Cost $310.65 Unrealized
SYK STRYKER CORP COM 0.8%
Value ($000) $4,380 Shares 17,917 Est. Cost $110.17 Unrealized +99.5%
CHTR CHARTER COMMUNICATIONS 0.8%
Value ($000) $4,332 Shares 12,776 Est. Cost $426.53 Unrealized -17.6%
PGR PROGRESSIVE CORP OHIO 0.8%
Value ($000) $4,313 Shares 33,251 Est. Cost $101.94 Unrealized +13.5%
OXY OCCIDENTAL PETROLEUM CORP 0.8%
Value ($000) $4,211 Shares 66,854 Est. Cost $61.02 Unrealized +6.0%
EMB ISHARES TR JP MOR EM MK ETF 0.8%
Value ($000) $4,008 Shares 47,377 Est. Cost $85.72 Unrealized
RJF RAYMOND JAMES FINANCIAL INC 0.7%
Value ($000) $3,806 Shares 35,617 Est. Cost $105.73 Unrealized +1.2%
IJR ISHARES S&P SMALLCAP 600 INDEX FUND 0.7%
Value ($000) $3,797 Shares 40,117 Est. Cost $75.49 Unrealized
ZTS ZOETIS INC 0.7%
Value ($000) $3,676 Shares 25,084 Est. Cost $136.37 Unrealized +5.0%
BX BLACKSTONE INC 0.7%
Value ($000) $3,573 Shares 48,162 Est. Cost $101.67 Unrealized -22.6%
PG PROCTER AND GAMBLE CO COM 0.6%
Value ($000) $3,349 Shares 22,094 Est. Cost $91.49 Unrealized +41.9%
IJH ISHARES TR S&P MIDCAP 400 0.6%
Value ($000) $3,338 Shares 13,801 Est. Cost $173.92 Unrealized
KMI KINDER MORGAN INC DE 0.6%
Value ($000) $3,268 Shares 180,850 Est. Cost $13.95 Unrealized +8.8%
NTAP NETAPP INC 0.6%
Value ($000) $3,061 Shares 50,974 Est. Cost $62.22 Unrealized -1.0%
AMAT APPLIED MATERIALS INC 0.6%
Value ($000) $2,934 Shares 30,135 Est. Cost $84.15 Unrealized +10.8%
KMB KIMBERLY-CLARK CORP 0.5%
Value ($000) $2,873 Shares 21,165 Est. Cost $112.95 Unrealized -0.2%
MRK MERCK & CO INC NEW 0.5%
Value ($000) $2,470 Shares 22,264 Est. Cost $64.35 Unrealized +44.2%
SCHW CHARLES SCHWAB CORP 0.5%
Value ($000) $2,434 Shares 29,232 Est. Cost $55.87 Unrealized +32.8%
CSX CSX CORP 0.5%
Value ($000) $2,433 Shares 78,546 Est. Cost $33.14 Unrealized -13.3%
META META PLATFORMS INC 0.4%
Value ($000) $2,185 Shares 18,159 Est. Cost $155.36 Unrealized -24.9%
MCD MCDONALDS CORP 0.4%
Value ($000) $2,181 Shares 8,275 Est. Cost $197.71 Unrealized +24.0%
XEL XCEL ENERGY INC 0.4%
Value ($000) $2,128 Shares 30,347 Est. Cost $38.06 Unrealized +56.6%
IVV ISHARES S&P 500 INDEX FUND US 0.4%
Value ($000) $2,102 Shares 5,470 Est. Cost $938.74 Unrealized
HUM HUMANA INC 0.4%
Value ($000) $2,001 Shares 3,906 Est. Cost $71.82 Unrealized +607.2%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1,917 Shares 10,852 Est. Cost $105.34 Unrealized +49.1%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $1,903 Shares 3,455 Est. Cost $343.43 Unrealized +52.9%
LOW LOWES COS INC COM 0.3%
Value ($000) $1,690 Shares 8,480 Est. Cost $83.02 Unrealized +126.7%
DHR DANAHER CORP DEL COM 0.3%
Value ($000) $1,591 Shares 5,994 Est. Cost $229.73 Unrealized -0.7%
XLU SECTOR SPDR UTILITIES 0.3%
Value ($000) $1,585 Shares 22,479 Est. Cost $66.05 Unrealized
TXN TEXAS INSTRUMENTS INC 0.3%
Value ($000) $1,516 Shares 9,174 Est. Cost $89.53 Unrealized +69.7%
BLACKROCK INC 0.3%
Value ($000) $1,511 Shares 2,132 Est. Cost $649.14 Unrealized
TJX TJX COS INC NEW 0.3%
Value ($000) $1,503 Shares 18,877 Est. Cost $38.61 Unrealized +83.1%
MAS MASCO CORPORATION 0.3%
Value ($000) $1,489 Shares 31,915 Est. Cost $26.72 Unrealized +70.2%
XLV SECTOR SPDR TR FUND HEALTH CARE 0.3%
Value ($000) $1,469 Shares 10,811 Est. Cost $106.30 Unrealized
APD AIR PRODUCTS & CHEMICALS 0.3%
Value ($000) $1,464 Shares 4,750 Est. Cost $223.39 Unrealized +16.2%
GPC GENUINE PARTS CO 0.3%
Value ($000) $1,460 Shares 8,415 Est. Cost $128.42 Unrealized +23.9%
SBUX STARBUCKS CORPORATION 0.3%
Value ($000) $1,435 Shares 14,465 Est. Cost $53.31 Unrealized +64.2%
HD HOME DEPOT INC 0.3%
Value ($000) $1,395 Shares 4,418 Est. Cost $124.43 Unrealized +126.0%
LLY LILLY ELI & CO 0.3%
Value ($000) $1,390 Shares 3,800 Est. Cost $170.80 Unrealized +102.5%
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $1,359 Shares 6,344 Est. Cost $76.23 Unrealized +134.5%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $1,356 Shares 2,787 Est. Cost $375.72 Unrealized +13.5%
NFLX NETFLIX COM 0.3%
Value ($000) $1,335 Shares 4,528 Est. Cost $39.16 Unrealized -28.4%
JPM J P MORGAN CHASE & CO 0.2%
Value ($000) $1,267 Shares 9,449 Est. Cost $94.73 Unrealized +24.2%
ITW ILLINOIS TOOL WORKS 0.2%
Value ($000) $1,252 Shares 5,682 Est. Cost $139.60 Unrealized +41.5%
KLAC KLA-TENCOR CORPORATION 0.2%
Value ($000) $1,228 Shares 3,257 Est. Cost $321.60 Unrealized +5.1%
PFE PFIZER INC 0.2%
Value ($000) $1,121 Shares 21,884 Est. Cost $21.45 Unrealized +87.3%
EA ELECTRONIC ARTS 0.2%
Value ($000) $1,115 Shares 9,124 Est. Cost $128.28 Unrealized -3.8%
XLF SELECT SECTOR FINANCIAL 0.2%
Value ($000) $1,113 Shares 32,546 Est. Cost $26.75 Unrealized
REGN REGENERON PHARMACEUTICALS 0.2%
Value ($000) $1,073 Shares 1,487 Est. Cost $571.06 Unrealized +28.5%
ORCL ORACLE CORPORATION 0.2%
Value ($000) $1,056 Shares 12,922 Est. Cost $29.31 Unrealized +149.8%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,048 Shares 9,503 Est. Cost $60.29 Unrealized +59.7%
EL LAUDER ESTEE COS INC CL A 0.2%
Value ($000) $1,045 Shares 4,213 Est. Cost $257.78 Unrealized -18.1%
AEE AMEREN CORP 0.2%
Value ($000) $1,039 Shares 11,684 Est. Cost $59.36 Unrealized +28.3%
CVX CHEVRON CORPORATION 0.2%
Value ($000) $1,036 Shares 5,772 Est. Cost $89.32 Unrealized +71.6%
CTVA CORTEVA INC 0.2%
Value ($000) $1,004 Shares 17,083 Est. Cost $55.72 Unrealized +9.7%
EOG EOG RES INC 0.2%
Value ($000) $992 Shares 7,659 Est. Cost $61.17 Unrealized +92.6%
UPS UNITED PARCEL SERVICE 0.2%
Value ($000) $991 Shares 5,698 Est. Cost $135.37 Unrealized +9.4%
MS MORGAN STANLEY 0.2%
Value ($000) $989 Shares 11,628 Est. Cost $77.39 Unrealized -0.8%
ABT ABBOTT LABORATORIES 0.2%
Value ($000) $963 Shares 8,773 Est. Cost $100.69 Unrealized -3.0%
EQT EQT CORP 0.2%
Value ($000) $946 Shares 27,985 Est. Cost $13.78 Unrealized +177.6%
XLE SECTOR SPDR TR ENERGY 0.2%
Value ($000) $897 Shares 10,260 Est. Cost $71.05 Unrealized
VOO VANGUARD INDEX FUNDS S&P 500 ETF 0.2%
Value ($000) $879 Shares 2,501 Est. Cost $317.00 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $853 Shares 1,526 Est. Cost $41.52 Unrealized +14.7%
ICE INTERCONTINENTAL EXCHANGE 0.2%
Value ($000) $816 Shares 7,955 Est. Cost $53.57 Unrealized +78.3%
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value ($000) $803 Shares 1,471 Est. Cost $278.32 Unrealized +77.9%
KO COCA COLA CO 0.2%
Value ($000) $798 Shares 12,552 Est. Cost $40.30 Unrealized +36.3%
DIS DISNEY (WALT) COMPANY HOLDING CO 0.1%
Value ($000) $744 Shares 8,558 Est. Cost $67.16 Unrealized +39.1%
CATALENT INC 0.1%
Value ($000) $738 Shares 16,404 Est. Cost $133.07 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $734 Shares 5,413 Est. Cost $89.75 Unrealized +35.3%
BIIB BIOGEN INC 0.1%
Value ($000) $689 Shares 2,488 Est. Cost $243.75 Unrealized +15.9%
TSCO TRACTOR SUPPLY CO COM 0.1%
Value ($000) $679 Shares 3,020 Est. Cost $26.75 Unrealized +50.3%
VTEB VANGUARD TAX-EXEMPT BOND EFT 0.1%
Value ($000) $673 Shares 13,595 Est. Cost $49.49 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $664 Shares 9,229 Est. Cost $43.77 Unrealized +49.0%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $658 Shares 10,152 Est. Cost $88.57 Unrealized -25.5%
FISV FISERV INC USD 0.01 0.1%
Value ($000) $649 Shares 6,423 Est. Cost $47.12 Unrealized +111.4%
NXPI NXP SEMICONDUCTORS N V COM 0.1%
Value ($000) $647 Shares 4,092 Est. Cost $159.28 Unrealized -6.2%
XLP SECTOR SPDR TR CONS STAPLES 0.1%
Value ($000) $646 Shares 8,670 Est. Cost $56.64 Unrealized
IWR ISHARES RUSSELL MID CAP INDEX 0.1%
Value ($000) $632 Shares 9,373 Est. Cost $880.42 Unrealized
CBOE CBOE GLOBAL MARKETS INC 0.1%
Value ($000) $612 Shares 4,878 Est. Cost $90.85 Unrealized +31.2%
MDT MEDTRONIC PLC 0.1%
Value ($000) $595 Shares 7,651 Est. Cost $89.69 Unrealized -18.1%
WMT WAL-MART STORES INC COM 0.1%
Value ($000) $589 Shares 4,153 Est. Cost $37.84 Unrealized +20.7%
PEP PEPSICO INC 0.1%
Value ($000) $572 Shares 3,164 Est. Cost $69.92 Unrealized +130.1%
NOW SERVICENOW INC 0.1%
Value ($000) $560 Shares 1,442 Est. Cost $79.25 Unrealized -1.4%
HOLX HOLOGIC INCORPORATED 0.1%
Value ($000) $543 Shares 7,254 Est. Cost $67.22 Unrealized +5.9%
XYZ BLOCK INC 0.1%
Value ($000) $540 Shares 8,588 Est. Cost $242.22 Unrealized -74.5%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $511 Shares 10,726 Est. Cost $25.27 Unrealized +64.1%
XLY SELECT SECTOR CONS DISC 0.1%
Value ($000) $503 Shares 3,895 Est. Cost $124.06 Unrealized
TSLA TESLA, INC 0.1%
Value ($000) $502 Shares 4,075 Est. Cost $220.35 Unrealized -14.1%
CRM SALESFORCE INC 0.1%
Value ($000) $475 Shares 3,583 Est. Cost $72.85 Unrealized +97.9%
LYB LYONDELLBASEIL INDU CL A 0.1%
Value ($000) $467 Shares 5,625 Est. Cost $73.26 Unrealized -9.4%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $466 Shares 1,356 Est. Cost $324.54 Unrealized -0.9%
VZ VERIZON COMMUNICATIONS INC USD 0.1%
Value ($000) $455 Shares 11,561 Est. Cost $39.58 Unrealized -22.3%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $449 Shares 5,368 Est. Cost $55.62 Unrealized +32.7%
XLI SECTOR SPDR INDUSTRIALS 0.1%
Value ($000) $420 Shares 4,276 Est. Cost $75.22 Unrealized
PWR QUANTA SERVICES INC 0.1%
Value ($000) $419 Shares 2,941 Est. Cost $141.33 Unrealized 0.0%
NKE NIKE INC CL B 0.1%
Value ($000) $411 Shares 3,510 Est. Cost $60.86 Unrealized +56.6%
QAI IQ HEDGE MULTI-STRATEGY TRACKER ETF 0.1%
Value ($000) $383 Shares 13,477 Est. Cost $28.83 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $380 Shares 4,278 Est. Cost $108.46 Unrealized -12.7%
MCK MCKESSON HBOC INC 0.1%
Value ($000) $377 Shares 1,005 Est. Cost $194.07 Unrealized +89.2%
MAR MARRIOTT INTL INC CLASS A 0.1%
Value ($000) $366 Shares 2,461 Est. Cost $89.64 Unrealized +66.4%
CVS CVS CAREMARK CORP 0.1%
Value ($000) $363 Shares 3,899 Est. Cost $64.84 Unrealized +32.5%
ADSK AUTODESK INC 0.1%
Value ($000) $347 Shares 1,855 Est. Cost $135.07 Unrealized +48.6%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $346 Shares 2,455 Est. Cost $110.38 Unrealized +11.5%
INTC INTEL CORP 0.1%
Value ($000) $341 Shares 12,908 Est. Cost $42.58 Unrealized -37.4%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $338 Shares 3,337 Est. Cost $51.74 Unrealized +57.1%
ABBV ABBVIE INC USD 0.01 0.1%
Value ($000) $329 Shares 2,036 Est. Cost $86.71 Unrealized +58.2%
GFS GLOBAL FOUNDRIES INC 0.1%
Value ($000) $323 Shares 6,000 Est. Cost $62.07 Unrealized -5.8%
KR KROGER CO 0.1%
Value ($000) $313 Shares 7,013 Est. Cost $30.66 Unrealized +39.8%
CTBI COMMUNITY TRUST BANK 0.1%
Value ($000) $311 Shares 6,779 Est. Cost $23.48 Unrealized +70.4%
DISCOVER FINANCIAL SERVICES 0.1%
Value ($000) $307 Shares 3,139 Est. Cost $2254.22 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $300 Shares 2,032 Est. Cost $109.24 Unrealized +30.3%
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $298 Shares 6,547 Est. Cost $47.86 Unrealized -18.0%
ACN ACCENTURE PLC 0.1%
Value ($000) $278 Shares 1,042 Est. Cost $198.01 Unrealized +33.4%
T AT&T INC 0.1%
Value ($000) $273 Shares 14,864 Est. Cost $14.59 Unrealized +3.6%
CTAS CINTAS CORP COM 0.1%
Value ($000) $270 Shares 597 Est. Cost $82.46 Unrealized +27.6%
TMUS T MOBILE US INC 0.1%
Value ($000) $266 Shares 1,902 Est. Cost $111.70 Unrealized +24.3%
TFC TRUIST FINANCIAL CORPORATION 0.0%
Value ($000) $244 Shares 5,673 Est. Cost $48.29 Unrealized -23.2%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $244 Shares 2,367 Est. Cost $52.80 Unrealized +60.6%
CMI CUMMINS INC 0.0%
Value ($000) $243 Shares 1,001 Est. Cost $141.41 Unrealized +56.1%
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $238 Shares 4,460 Est. Cost $37.77 Unrealized +22.0%
AEP AMERICAN ELECTRIC POWER CO 0.0%
Value ($000) $235 Shares 2,478 Est. Cost $64.43 Unrealized +25.6%
PNC PNC FINANCIAL SERVICES GROUPINC 0.0%
Value ($000) $218 Shares 1,381 Est. Cost $68.48 Unrealized +103.3%
IJT ISHARES TR SP SMCP600GR ETF 0.0%
Value ($000) $216 Shares 1,995 Est. Cost $116.30 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH INDEX FUND 0.0%
Value ($000) $204 Shares 954 Est. Cost $218.22 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $202 Shares 3,274 Est. Cost $59.62 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $187 Shares 2,449 Est. Cost $92.91 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $185 Shares 1,776 Est. Cost $58.96 Unrealized +55.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $183 Shares 592 Est. Cost $182.78 Unrealized +62.5%
PPG PPG INDS INC COM 0.0%
Value ($000) $175 Shares 1,391 Est. Cost $79.61 Unrealized +43.8%
VTWO VANGUARD RUSSELL 0.0%
Value ($000) $171 Shares 2,428 Est. Cost $102.02 Unrealized
EFAV ISHARES EDGE MSCI MIN VOL 0.0%
Value ($000) $169 Shares 2,655 Est. Cost $61.49 Unrealized
IYW I SHARES US TECHNOLOGY ETF 0.0%
Value ($000) $167 Shares 2,248 Est. Cost $74.49 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $162 Shares 638 Est. Cost $105.93 Unrealized +110.7%
WM WASTE MANAGEMENT INC NEW 0.0%
Value ($000) $156 Shares 996 Est. Cost $94.29 Unrealized +62.5%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $152 Shares 1,579 Est. Cost $49.40 Unrealized +71.1%
XLC SELECT SECTOR COMM SERVICES 0.0%
Value ($000) $148 Shares 3,094 Est. Cost $47.99 Unrealized
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $146 Shares 503 Est. Cost $247.53 Unrealized +11.3%
XLB SECTOR SPDR BASIC MATERIALS 0.0%
Value ($000) $142 Shares 1,833 Est. Cost $77.68 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $138 Shares 1,363 Est. Cost $35.89 Unrealized +34.9%
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $137 Shares 574 Est. Cost $177.87 Unrealized +28.7%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $136 Shares 1,296 Est. Cost $82.07 Unrealized +20.0%
MLM MARTIN MARIETTA MATLS 0.0%
Value ($000) $133 Shares 395 Est. Cost $89.34 Unrealized +274.6%
WMB WILLIAMS COS INC 0.0%
Value ($000) $133 Shares 4,047 Est. Cost $24.55 Unrealized +15.0%
BA BOEING CO 0.0%
Value ($000) $129 Shares 676 Est. Cost $191.15 Unrealized -14.4%
D DOMINION RES INC VA 0.0%
Value ($000) $128 Shares 2,087 Est. Cost $60.70 Unrealized -11.6%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $124 Shares 1,178 Est. Cost $102.72 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $124 Shares 500 Est. Cost $128.16 Unrealized +78.6%
CI CIGNA CORP NEW 0.0%
Value ($000) $119 Shares 360 Est. Cost $195.38 Unrealized +53.0%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $118 Shares 2,709 Est. Cost $34.74 Unrealized +5.7%
MO ALTRIA GROUP INC 0.0%
Value ($000) $114 Shares 2,500 Est. Cost $19.80 Unrealized +76.9%
VPL VANGUARD MSCI PACIFIC ETF 0.0%
Value ($000) $110 Shares 1,717 Est. Cost $5349.72 Unrealized
LINDE PLC EUR 0.0%
Value ($000) $109 Shares 335 Est. Cost $174.15 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $108 Shares 1,596 Est. Cost $54.68 Unrealized
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $108 Shares 986 Est. Cost $133.50 Unrealized -27.0%
LEN LENNAR CORP COM 0.0%
Value ($000) $106 Shares 1,168 Est. Cost $78.47 Unrealized -1.2%
GE GENERAL ELECTRIC CO COM 0.0%
Value ($000) $105 Shares 1,248 Est. Cost $62.95 Unrealized -23.1%
BAC BANKAMERICA CORP NEW 0.0%
Value ($000) $100 Shares 3,034 Est. Cost $31.82 Unrealized -0.4%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $97 Shares 1,415 Est. Cost $27.09 Unrealized -7.7%
FAST FASTENAL CO 0.0%
Value ($000) $94 Shares 1,989 Est. Cost $20.74 Unrealized +9.2%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $93 Shares 181 Est. Cost $319.83 Unrealized +51.5%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $89 Shares 1,133 Est. Cost $50.85 Unrealized +37.1%
SVB FINL GROUP 0.0%
Value ($000) $88 Shares 381 Est. Cost $514.00 Unrealized
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value ($000) $85 Shares 6,040 Est. Cost $9.11 Unrealized
MMM 3M CO 0.0%
Value ($000) $84 Shares 697 Est. Cost $114.79 Unrealized -21.0%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $81 Shares 260 Est. Cost $66.59 Unrealized +338.3%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $79 Shares 1,951 Est. Cost $40.09 Unrealized -18.9%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $79 Shares 791 Est. Cost $79.26 Unrealized +9.4%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $78 Shares 678 Est. Cost $39.79 Unrealized +167.8%
PYPL PAYPAL HLDGINGS INC 0.0%
Value ($000) $77 Shares 1,078 Est. Cost $107.46 Unrealized -25.7%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $75 Shares 585 Est. Cost $54.97 Unrealized +107.8%
VTI VANGUARD TOTAL STOCK MKT ETF 0.0%
Value ($000) $74 Shares 386 Est. Cost $39688.94 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $72 Shares 1,447 Est. Cost $76.56 Unrealized -29.7%
DOW DOW INC 0.0%
Value ($000) $70 Shares 1,380 Est. Cost $36.25 Unrealized +11.8%
VVV VALVOLINE INC 0.0%
Value ($000) $68 Shares 2,078 Est. Cost $32.67 Unrealized -7.4%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $67 Shares 1,001 Est. Cost $39.00 Unrealized +48.7%
IAU ISHARES GOLD TR NPV NEW 0.0%
Value ($000) $64 Shares 1,854 Est. Cost $33.68 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $64 Shares 248 Est. Cost $268.27 Unrealized -11.3%
TRV TRAVELERS COS INC 0.0%
Value ($000) $64 Shares 340 Est. Cost $97.61 Unrealized +73.5%
ORLY O REILLY AUTOMOTIVE INC 0.0%
Value ($000) $63 Shares 85 Est. Cost $47.47 Unrealized +13.3%
EQUITRANS MIDSTREAM CORP 0.0%
Value ($000) $61 Shares 9,060 Est. Cost $8.22 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $59 Shares 584 Est. Cost $59.87 Unrealized +46.4%
AA ALCOA UPSTREAM CORP 0.0%
Value ($000) $58 Shares 1,272 Est. Cost $60.72 Unrealized -30.9%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $57 Shares 617 Est. Cost $54.67 Unrealized +53.0%
IQV IQVIA HOLDINGS INC 0.0%
Value ($000) $56 Shares 274 Est. Cost $243.20 Unrealized -16.6%
BP BP AMOCO P L C 0.0%
Value ($000) $54 Shares 1,543 Est. Cost $3716.75 Unrealized
GOVT ISHARES US TREASURY BOND ETF 0.0%
Value ($000) $53 Shares 2,327 Est. Cost $22.71 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $52 Shares 450 Est. Cost $111.11 Unrealized
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $47 Shares 321 Est. Cost $184.51 Unrealized -18.7%
ENVX ENOVIX CORP 0.0%
Value ($000) $47 Shares 3,760 Est. Cost $20.13 Unrealized -30.2%
WBD WARNER BROS DISCOVERY INC NPV 0.0%
Value ($000) $45 Shares 4,744 Est. Cost $18.55 Unrealized -39.1%
TSM TAIWAN SEMICONDUCTOR 0.0%
Value ($000) $45 Shares 600 Est. Cost $69.08 Unrealized
NEM NEWMONT MINING CORP COM 0.0%
Value ($000) $44 Shares 937 Est. Cost $54.37 Unrealized -24.9%
VB VANGUARD INDEX FDS SMALL CP ETF 0.0%
Value ($000) $41 Shares 222 Est. Cost $168.11 Unrealized
POSEIDA THERAPEUTICS INC 0.0%
Value ($000) $40 Shares 7,608 Est. Cost $6.95 Unrealized
HPQ HP INC COM 0.0%
Value ($000) $38 Shares 1,433 Est. Cost $30.53 Unrealized -19.6%
LOB LIVE OAK BANCSHARES INC 0.0%
Value ($000) $37 Shares 1,221 Est. Cost $29.52 Unrealized +8.1%
GLD SPDR GOLD TR 0.0%
Value ($000) $34 Shares 200 Est. Cost $5927.38 Unrealized
FDX FEDEX CORPORATION 0.0%
Value ($000) $34 Shares 195 Est. Cost $248.40 Unrealized -37.6%
MA MASTERCARD INCORPORATE 0.0%
Value ($000) $34 Shares 97 Est. Cost $188.61 Unrealized +71.5%
RIO RIO TINTO PLC 0.0%
Value ($000) $31 Shares 429 Est. Cost $83.92 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $29 Shares 200 Est. Cost $117.38 Unrealized +20.8%
RLY SPDR SSGA MULTI-ASSET REAL RETURN ETF 0.0%
Value ($000) $28 Shares 1,021 Est. Cost $27.54 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $27 Shares 148 Est. Cost $100.05 Unrealized +63.4%
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 400 Est. Cost $52.82 Unrealized +35.4%
WSBC WESBANCO INC 0.0%
Value ($000) $26 Shares 700 Est. Cost $21.26 Unrealized +80.6%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $26 Shares 317 Est. Cost $62.65 Unrealized +6.4%
INARI MED INC 0.0%
Value ($000) $25 Shares 400 Est. Cost $80.00 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $25 Shares 300 Est. Cost $35.24 Unrealized +106.9%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $25 Shares 293 Est. Cost $58.80 Unrealized +20.4%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $24 Shares 380 Est. Cost $77.22 Unrealized -24.5%
CMBS ISHARES CMBS 0.0%
Value ($000) $24 Shares 513 Est. Cost $54.94 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $23 Shares 250 Est. Cost $44.58 Unrealized +85.5%
IYC ISHARES US CONSUMER SERVICESETF 0.0%
Value ($000) $23 Shares 408 Est. Cost $97.43 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $23 Shares 99 Est. Cost $197.75 Unrealized +14.4%
VO VANGUARD MID CAP ETF 0.0%
Value ($000) $22 Shares 110 Est. Cost $203.81 Unrealized
LEA LEAR CORP COMMON 0.0%
Value ($000) $22 Shares 180 Est. Cost $133.75 Unrealized -8.9%
IWB ISHARES TR RUS 1000 ETF 0.0%
Value ($000) $22 Shares 104 Est. Cost $204.91 Unrealized
SIRIUS XM HLDGS INC 0.0%
Value ($000) $22 Shares 3,700 Est. Cost $5.12 Unrealized
JOE ST JOE CORPORATION 0.0%
Value ($000) $21 Shares 550 Est. Cost $35.80 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC USD 0.01 0.0%
Value ($000) $20 Shares 62 Est. Cost $213.75 Unrealized +53.9%
SO SOUTHERN COMPANY 0.0%
Value ($000) $18 Shares 250 Est. Cost $51.93 Unrealized +14.8%
BABA ALIBABA 0.0%
Value ($000) $18 Shares 200 Est. Cost $198.54 Unrealized
PIONEER NAT RES CO COM 0.0%
Value ($000) $18 Shares 77 Est. Cost $223.46 Unrealized
CLFD CLEARFIELD INC 0.0%
Value ($000) $16 Shares 172 Est. Cost $62.77 Unrealized +67.9%
VIG VANGUARD S DIVIDEND APPRECIATION 0.0%
Value ($000) $16 Shares 105 Est. Cost $151.85 Unrealized
ICUI ICU MEDIAL INC 0.0%
Value ($000) $16 Shares 100 Est. Cost $66.13 Unrealized +130.1%
GLW CORNING INCORPORATED 0.0%
Value ($000) $15 Shares 478 Est. Cost $27.24 Unrealized +9.1%
WFC WELLS FARGO & COMPANY NEW 0.0%
Value ($000) $15 Shares 365 Est. Cost $39.28 Unrealized +3.9%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $14 Shares 257 Est. Cost $22.18 Unrealized +116.8%
NSC NORFOLK SOUTHERN CORPORATION 0.0%
Value ($000) $14 Shares 56 Est. Cost $220.43 Unrealized 0.0%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $14 Shares 101 Est. Cost $121591.41 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $13 Shares 174 Est. Cost $44.85 Unrealized +47.3%
HAL HALLIBURTON COMPANY 0.0%
Value ($000) $13 Shares 341 Est. Cost $27.40 Unrealized +20.4%
SHEL ROYAL DUTCH SHELL PLC NPV 0.0%
Value ($000) $13 Shares 230 Est. Cost $56.52 Unrealized
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $13 Shares 443 Est. Cost $29.14 Unrealized -12.0%
MPC MARATHON PET CORP COM 0.0%
Value ($000) $13 Shares 110 Est. Cost $86.91 Unrealized +22.5%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $13 Shares 178 Est. Cost $63.88 Unrealized 0.0%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $12 Shares 87 Est. Cost $141.24 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $12 Shares 100 Est. Cost $77.51 Unrealized +41.1%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $12 Shares 85 Est. Cost $110.62 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $11 Shares 83 Est. Cost $144.58 Unrealized
TRMB TRIMBLE NAVIGATION 0.0%
Value ($000) $10 Shares 200 Est. Cost $22.08 Unrealized +152.1%
LUCID GROUP INC 0.0%
Value ($000) $10 Shares 1,475 Est. Cost $22.33 Unrealized
BF/B BROWN FORMAN CORP CL B COM 0.0%
Value ($000) $10 Shares 150 Est. Cost $65.35 Unrealized -2.6%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $10 Shares 171 Est. Cost $41.67 Unrealized +13.1%
WELL WELLTOWER INC COM 0.0%
Value ($000) $9 Shares 144 Est. Cost $59.61 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $9 Shares 32 Est. Cost $238.90 Unrealized +27.6%
KMX CARMAX INC 0.0%
Value ($000) $9 Shares 150 Est. Cost $91.38 Unrealized -29.7%
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.0%
Value ($000) $9 Shares 145 Est. Cost $57.34 Unrealized -9.1%
IDXX IDEXX LABORATORIES INC COM 0.0%
Value ($000) $9 Shares 21 Est. Cost $526.03 Unrealized -26.2%
CB CHUBB LIMITED COM 0.0%
Value ($000) $8 Shares 38 Est. Cost $181.71 Unrealized +10.0%
OKE ONEOK INC NEW 0.0%
Value ($000) $8 Shares 119 Est. Cost $52.27 Unrealized 0.0%
KNX KNIGHT SWIFT TRANS HLDGS 0.0%
Value ($000) $7 Shares 143 Est. Cost $49.73 Unrealized 0.0%
EBS EMERGENT BIO SOLUTIONS 0.0%
Value ($000) $7 Shares 621 Est. Cost $77.10 Unrealized -79.9%
CSL CARLISLE COS INC 0.0%
Value ($000) $7 Shares 31 Est. Cost $247.78 Unrealized 0.0%
DPZ DOMINO'S PIZZA INC 0.0%
Value ($000) $7 Shares 21 Est. Cost $68.05 Unrealized +391.1%
ACGL ARCH CAPITAL GROUP LTD BERMUDA NEW F 0.0%
Value ($000) $7 Shares 110 Est. Cost $53.09 Unrealized 0.0%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $7 Shares 41 Est. Cost $159.34 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE 0.0%
Value ($000) $7 Shares 184 Est. Cost $52.58 Unrealized
F FORD MOTOR COMPANY PAR $.01 0.0%
Value ($000) $6 Shares 547 Est. Cost $10.07 Unrealized 0.0%
AIG AMERICAN INTL GROUP 0.0%
Value ($000) $6 Shares 100 Est. Cost $44.32 Unrealized +22.3%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $6 Shares 190 Est. Cost $32.24 Unrealized 0.0%
HDV ISHARES TR ISHARES CORE HIGHDIVIDEND 0.0%
Value ($000) $6 Shares 58 Est. Cost $104.22 Unrealized
FMC FMC CORP USD 0.1 0.0%
Value ($000) $6 Shares 46 Est. Cost $108.32 Unrealized 0.0%
CPRI CAPRI HOLDINGS LTD 0.0%
Value ($000) $6 Shares 100 Est. Cost $43.70 Unrealized +15.6%
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $5 Shares 950 Est. Cost $12.42 Unrealized -40.4%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $5 Shares 22 Est. Cost $218.18 Unrealized 0.0%
ENB ENBRIDGE INC NPV 0.0%
Value ($000) $5 Shares 124 Est. Cost $31.84 Unrealized 0.0%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $5 Shares 94 Est. Cost $69.88 Unrealized -29.0%
RCI ROGERS COMMUNICATIONS INC CL B NON-VTG 0.0%
Value ($000) $5 Shares 100 Est. Cost $47.39 Unrealized -10.1%
LUV SOUTHWEST AIRLINES 0.0%
Value ($000) $4 Shares 131 Est. Cost $33.54 Unrealized 0.0%
RCL ROYAL CARIBBEAN CRUISES LTD 0.0%
Value ($000) $4 Shares 86 Est. Cost $51.52 Unrealized 0.0%
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $4 Shares 30 Est. Cost $20.44 Unrealized 0.0%
CCI CROWN CASTLE INTL CORP 0.0%
Value ($000) $4 Shares 31 Est. Cost $113.66 Unrealized 0.0%
KELLOGG CO 0.0%
Value ($000) $4 Shares 55 Est. Cost $60.91 Unrealized 0.0%
ICLR ICON PLC 0.0%
Value ($000) $4 Shares 20 Est. Cost $217.64 Unrealized -8.9%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $4 Shares 36 Est. Cost $299.98 Unrealized -62.3%
LUMINAR TECHNOLOGIES 0.0%
Value ($000) $3 Shares 700 Est. Cost $7.55 Unrealized
WOR WORTHINGTON IND INC 0.0%
Value ($000) $3 Shares 68 Est. Cost $20.24 Unrealized +53.0%
DLR DIGITAL RE COM STK 0.0%
Value ($000) $3 Shares 29 Est. Cost $91.24 Unrealized 0.0%
GOOS CANADA GOOSE HOLDINGS 0.0%
Value ($000) $3 Shares 150 Est. Cost $39.85 Unrealized -56.0%
IJS ISHARES S&P MIDCAP 600 VALUE INDEX FUND 0.0%
Value ($000) $2 Shares 24 Est. Cost $83.33 Unrealized
NCNO NCINO INC NEW 0.0%
Value ($000) $2 Shares 81 Est. Cost $45.79 Unrealized -38.5%
APPHARVEST INC 0.0%
Value ($000) $2 Shares 2,966 Est. Cost $3.24 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $11194.53 Unrealized
ADR OATLY GROUP AB 0.0%
Value ($000) $1 Shares 549 Est. Cost $14.57 Unrealized
DJT DIGITAL WOLRD ACQUISITON 0.0%
Value ($000) $1 Shares 50 Est. Cost $45.24 Unrealized -56.8%
DANIMER SCIENTIFIC, INC. 0.0%
Value ($000) $1 Shares 300 Est. Cost $36.67 Unrealized
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $0 Shares 15 Est. Cost $28.20 Unrealized
IBRX IMMUNITYBIO INC 0.0%
Value ($000) $0 Shares 80 Est. Cost $4.02 Unrealized +36.7%
CONTRAFECT CORP 0.0%
Value ($000) $0 Shares 1,235 Est. Cost $2.83 Unrealized