CENTRAL BANK & TRUST CO Diversified Active

CIK: 0001175954 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 13, 2023

Total Value ($000): $561,964 (100.0% shares, 0.0% debt)

Holdings (427)

NVDA NVIDIA CORP COM 4.8%
Value ($000) $26,892 Shares 96,817 Est. Cost $15.70 Unrealized +37.7%
AGG ISHARES TR CORE US AGGREGATE BOND ETF 4.1%
Value ($000) $22,908 Shares 229,904 Est. Cost $104.09 Unrealized
AAPL APPLE INC 3.2%
Value ($000) $17,834 Shares 108,153 Est. Cost $86.76 Unrealized +67.7%
SPY SPDR S&P 500 ETF TRUST 3.1%
Value ($000) $17,185 Shares 41,978 Est. Cost $15768.17 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 2.9%
Value ($000) $16,458 Shares 407,379 Est. Cost $786.15 Unrealized
MSFT MICROSOFT CORP 2.4%
Value ($000) $13,349 Shares 46,306 Est. Cost $136.99 Unrealized +82.1%
GOOGL ALPHABET INC CAP STK CL A 2.2%
Value ($000) $12,552 Shares 121,008 Est. Cost $106.20 Unrealized -10.3%
HYG ISHARES TR IBOXX USD HIGH YIELD CORP ETF 2.2%
Value ($000) $12,231 Shares 161,917 Est. Cost $83.09 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 1.8%
Value ($000) $10,169 Shares 26,388 Est. Cost $119.63 Unrealized +197.1%
MDY SPDR S&P MIDCAP 400 ETF TRUST 1.8%
Value ($000) $10,135 Shares 22,109 Est. Cost $24190.60 Unrealized
UNH UNITEDHEALTH GROUP INC COM 1.7%
Value ($000) $9,619 Shares 20,354 Est. Cost $170.17 Unrealized +168.7%
COST COSTCO WHOLESALE CORP 1.7%
Value ($000) $9,542 Shares 19,204 Est. Cost $133.44 Unrealized +253.2%
EFA ISHARES MSCI EAFE INDEX FD 1.7%
Value ($000) $9,410 Shares 131,576 Est. Cost $63.91 Unrealized
AZO AUTOZONE INC 1.7%
Value ($000) $9,380 Shares 3,816 Est. Cost $2056.62 Unrealized +18.6%
V VISA INC CLASS A 1.7%
Value ($000) $9,365 Shares 41,538 Est. Cost $65.86 Unrealized +230.8%
URI UNITED RENTALS INC 1.6%
Value ($000) $9,150 Shares 23,120 Est. Cost $135.92 Unrealized +199.9%
AMZN AMAZON COM INC 1.6%
Value ($000) $9,090 Shares 88,007 Est. Cost $120.15 Unrealized -19.6%
ACM AECOM TECHNOLOGY CORP 1.6%
Value ($000) $8,876 Shares 105,284 Est. Cost $62.86 Unrealized +33.3%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.5%
Value ($000) $8,667 Shares 191,925 Est. Cost $40.37 Unrealized
SPGI S&P GLOBAL INC 1.5%
Value ($000) $8,581 Shares 24,890 Est. Cost $147.69 Unrealized +132.7%
INTU INTUIT INC 1.5%
Value ($000) $8,563 Shares 19,208 Est. Cost $210.09 Unrealized +91.9%
IWM I SHARES RUSSELL 2000 1.5%
Value ($000) $8,541 Shares 47,876 Est. Cost $7361.23 Unrealized
VWOB VANGUARD EMERG MKTS GOV BND ETF 1.4%
Value ($000) $8,010 Shares 128,554 Est. Cost $69.58 Unrealized
VLO VALERO ENERGY CORP 1.3%
Value ($000) $7,440 Shares 53,298 Est. Cost $81.80 Unrealized +50.4%
NUE NUCOR CORP 1.3%
Value ($000) $7,321 Shares 47,393 Est. Cost $90.78 Unrealized +67.8%
HSY HERSHEY COMPANY 1.3%
Value ($000) $7,285 Shares 28,634 Est. Cost $102.79 Unrealized +111.3%
EEM ISHARES MSCI EMER MKTS IDX MARKETS INDEX 1.3%
Value ($000) $7,196 Shares 182,414 Est. Cost $38.23 Unrealized
DE DEERE & CO 1.2%
Value ($000) $6,960 Shares 16,857 Est. Cost $365.02 Unrealized +8.8%
MRK MERCK & CO INC NEW 1.2%
Value ($000) $6,839 Shares 64,288 Est. Cost $86.79 Unrealized +13.7%
AMGN AMGEN INC 1.2%
Value ($000) $6,706 Shares 27,740 Est. Cost $133.42 Unrealized +67.9%
LAM RESEARCH CORP COM 1.2%
Value ($000) $6,583 Shares 12,418 Est. Cost $340.39 Unrealized
CAT CATERPILLAR INC 1.2%
Value ($000) $6,491 Shares 28,366 Est. Cost $212.40 Unrealized +8.6%
ISRG INTUITIVE SURGICAL INC 1.1%
Value ($000) $6,185 Shares 24,212 Est. Cost $283.35 Unrealized -13.1%
DKS DICK'S SPORTING GOODS 1.1%
Value ($000) $6,154 Shares 43,375 Est. Cost $70.49 Unrealized +75.7%
TSCO TRACTOR SUPPLY CO COM 1.1%
Value ($000) $6,079 Shares 25,862 Est. Cost $41.36 Unrealized +4.7%
MCO MOODYS CORP COM 1.1%
Value ($000) $5,959 Shares 19,472 Est. Cost $228.80 Unrealized +28.9%
QCOM QUALCOMM INC 1.0%
Value ($000) $5,703 Shares 44,702 Est. Cost $76.35 Unrealized +52.5%
CMCSA COMCAST CORP NEW CL A 1.0%
Value ($000) $5,675 Shares 149,741 Est. Cost $32.53 Unrealized +6.5%
UNP UNION PACIFIC CORP 1.0%
Value ($000) $5,347 Shares 26,570 Est. Cost $136.22 Unrealized +39.0%
DHI D R HORTON INC 0.9%
Value ($000) $5,274 Shares 53,989 Est. Cost $52.53 Unrealized +76.6%
ODFL OLD DOMINI COM USD 0.10 0.9%
Value ($000) $5,103 Shares 14,971 Est. Cost $164.72 Unrealized 0.0%
SCZ ISHARES TR EAFE SML CP ETF 0.9%
Value ($000) $4,997 Shares 83,969 Est. Cost $56.67 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.9%
Value ($000) $4,962 Shares 22,078 Est. Cost $227.49 Unrealized -2.0%
PGR PROGRESSIVE CORP OHIO 0.9%
Value ($000) $4,816 Shares 33,668 Est. Cost $102.23 Unrealized +23.2%
OXY OCCIDENTAL PETROLEUM CORP 0.8%
Value ($000) $4,758 Shares 76,221 Est. Cost $60.79 Unrealized -2.7%
RJF RAYMOND JAMES FINANCIAL INC 0.8%
Value ($000) $4,479 Shares 48,026 Est. Cost $104.60 Unrealized -3.1%
ZTS ZOETIS INC 0.7%
Value ($000) $4,204 Shares 25,258 Est. Cost $136.37 Unrealized +16.6%
EMB ISHARES TR JP MOR EM MK ETF 0.7%
Value ($000) $4,096 Shares 47,471 Est. Cost $85.72 Unrealized
DG DOLLAR GEN CORP NEW 0.7%
Value ($000) $3,999 Shares 19,002 Est. Cost $109.70 Unrealized +93.3%
IJR ISHARES S&P SMALLCAP 600 INDEX FUND 0.7%
Value ($000) $3,980 Shares 41,157 Est. Cost $76.03 Unrealized
DVN DEVON ENERGY CORPORATION NEW 0.7%
Value ($000) $3,879 Shares 76,654 Est. Cost $46.77 Unrealized +8.1%
META META PLATFORMS INC 0.7%
Value ($000) $3,852 Shares 18,176 Est. Cost $155.36 Unrealized +8.9%
BX BLACKSTONE INC 0.7%
Value ($000) $3,679 Shares 41,886 Est. Cost $101.67 Unrealized -20.2%
SYK STRYKER CORP COM 0.6%
Value ($000) $3,527 Shares 12,355 Est. Cost $110.17 Unrealized +134.0%
NTAP NETAPP INC 0.6%
Value ($000) $3,426 Shares 53,659 Est. Cost $62.13 Unrealized -2.6%
AMAT APPLIED MATERIALS INC 0.6%
Value ($000) $3,408 Shares 27,749 Est. Cost $84.15 Unrealized +33.0%
IJH ISHARES TR S&P MIDCAP 400 0.6%
Value ($000) $3,282 Shares 13,121 Est. Cost $173.92 Unrealized
PG PROCTER AND GAMBLE CO COM 0.6%
Value ($000) $3,189 Shares 21,447 Est. Cost $91.49 Unrealized +45.6%
KMB KIMBERLY-CLARK CORP 0.5%
Value ($000) $2,963 Shares 22,074 Est. Cost $113.08 Unrealized +2.8%
MCD MCDONALDS CORP 0.4%
Value ($000) $2,521 Shares 9,015 Est. Cost $202.05 Unrealized +24.0%
CHTR CHARTER COMMUNICATIONS 0.4%
Value ($000) $2,168 Shares 6,062 Est. Cost $426.53 Unrealized -12.4%
VNQ VANGUARD INDEX FDS REIT #986 0.4%
Value ($000) $2,153 Shares 25,928 Est. Cost $10238.79 Unrealized
XEL XCEL ENERGY INC 0.4%
Value ($000) $2,061 Shares 30,561 Est. Cost $38.06 Unrealized +60.2%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $2,022 Shares 3,509 Est. Cost $346.74 Unrealized +61.1%
HUM HUMANA INC 0.3%
Value ($000) $1,826 Shares 3,761 Est. Cost $71.82 Unrealized +566.2%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $1,714 Shares 11,060 Est. Cost $106.14 Unrealized +39.3%
TXN TEXAS INSTRUMENTS INC 0.3%
Value ($000) $1,698 Shares 9,131 Est. Cost $89.53 Unrealized +80.2%
LOW LOWES COS INC COM 0.3%
Value ($000) $1,668 Shares 8,342 Est. Cost $83.02 Unrealized +131.5%
SCHW CHARLES SCHWAB CORP 0.3%
Value ($000) $1,574 Shares 30,041 Est. Cost $56.25 Unrealized +24.8%
IVV ISHARES S&P 500 INDEX FUND US 0.3%
Value ($000) $1,543 Shares 3,753 Est. Cost $938.74 Unrealized
MAS MASCO CORPORATION 0.3%
Value ($000) $1,533 Shares 30,827 Est. Cost $26.72 Unrealized +83.0%
DHR DANAHER CORP DEL COM 0.3%
Value ($000) $1,516 Shares 6,015 Est. Cost $229.73 Unrealized -2.5%
BLACKROCK INC 0.3%
Value ($000) $1,505 Shares 2,249 Est. Cost $650.17 Unrealized
SBUX STARBUCKS CORPORATION 0.3%
Value ($000) $1,487 Shares 14,282 Est. Cost $53.31 Unrealized +82.1%
TJX TJX COS INC NEW 0.3%
Value ($000) $1,482 Shares 18,915 Est. Cost $38.61 Unrealized +95.9%
XLU SECTOR SPDR UTILITIES 0.3%
Value ($000) $1,475 Shares 21,787 Est. Cost $66.05 Unrealized
APD AIR PRODUCTS & CHEMICALS 0.3%
Value ($000) $1,452 Shares 5,055 Est. Cost $226.21 Unrealized +19.4%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $1,425 Shares 3,014 Est. Cost $380.05 Unrealized +14.0%
GPC GENUINE PARTS CO 0.2%
Value ($000) $1,373 Shares 8,205 Est. Cost $128.42 Unrealized +20.7%
XLV SECTOR SPDR TR FUND HEALTH CARE 0.2%
Value ($000) $1,359 Shares 10,496 Est. Cost $106.30 Unrealized
ITW ILLINOIS TOOL WORKS 0.2%
Value ($000) $1,339 Shares 5,499 Est. Cost $139.60 Unrealized +55.9%
REGN REGENERON PHARMACEUTICALS 0.2%
Value ($000) $1,320 Shares 1,607 Est. Cost $584.42 Unrealized +28.3%
HD HOME DEPOT INC 0.2%
Value ($000) $1,313 Shares 4,449 Est. Cost $124.43 Unrealized +128.7%
UPS UNITED PARCEL SERVICE 0.2%
Value ($000) $1,289 Shares 6,644 Est. Cost $138.61 Unrealized +14.1%
JPM J P MORGAN CHASE & CO 0.2%
Value ($000) $1,287 Shares 9,878 Est. Cost $96.18 Unrealized +33.3%
KLAC KLA-TENCOR CORPORATION 0.2%
Value ($000) $1,283 Shares 3,215 Est. Cost $321.60 Unrealized +19.2%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $1,242 Shares 6,497 Est. Cost $78.60 Unrealized +124.8%
LLY LILLY ELI & CO 0.2%
Value ($000) $1,200 Shares 3,493 Est. Cost $170.80 Unrealized +93.1%
ORCL ORACLE CORPORATION 0.2%
Value ($000) $1,146 Shares 12,330 Est. Cost $29.31 Unrealized +189.3%
EA ELECTRONIC ARTS 0.2%
Value ($000) $1,100 Shares 9,136 Est. Cost $128.28 Unrealized -9.9%
CVX CHEVRON CORPORATION 0.2%
Value ($000) $1,080 Shares 6,618 Est. Cost $96.88 Unrealized +53.2%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,037 Shares 9,455 Est. Cost $60.29 Unrealized +66.2%
EL LAUDER ESTEE COS INC CL A 0.2%
Value ($000) $1,037 Shares 4,206 Est. Cost $257.78 Unrealized -6.6%
TGT TARGET CORP 0.2%
Value ($000) $1,034 Shares 6,240 Est. Cost $101.88 Unrealized +45.9%
CTVA CORTEVA INC 0.2%
Value ($000) $1,027 Shares 17,027 Est. Cost $55.72 Unrealized +6.1%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $1,011 Shares 10,319 Est. Cost $88.45 Unrealized -8.0%
MS MORGAN STANLEY 0.2%
Value ($000) $1,008 Shares 11,481 Est. Cost $77.39 Unrealized +9.6%
AEE AMEREN CORP 0.2%
Value ($000) $997 Shares 11,542 Est. Cost $59.36 Unrealized +31.5%
EOG EOG RES INC 0.2%
Value ($000) $987 Shares 8,608 Est. Cost $66.47 Unrealized +64.4%
AVGO BROADCOM INC 0.2%
Value ($000) $939 Shares 1,464 Est. Cost $41.52 Unrealized +38.7%
TSLA TESLA, INC 0.2%
Value ($000) $905 Shares 4,364 Est. Cost $217.31 Unrealized -19.7%
EQT EQT CORP 0.2%
Value ($000) $893 Shares 27,985 Est. Cost $13.78 Unrealized +122.7%
NFLX NETFLIX COM 0.2%
Value ($000) $883 Shares 2,555 Est. Cost $39.16 Unrealized -15.5%
ABT ABBOTT LABORATORIES 0.2%
Value ($000) $872 Shares 8,614 Est. Cost $100.69 Unrealized -0.7%
XLF SELECT SECTOR FINANCIAL 0.2%
Value ($000) $870 Shares 27,065 Est. Cost $26.75 Unrealized
VOO VANGUARD INDEX FUNDS S&P 500 ETF 0.2%
Value ($000) $852 Shares 2,265 Est. Cost $317.00 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $833 Shares 13,425 Est. Cost $41.28 Unrealized +34.2%
PFE PFIZER INC 0.1%
Value ($000) $827 Shares 20,273 Est. Cost $21.45 Unrealized +70.4%
DIS DISNEY (WALT) COMPANY HOLDING CO 0.1%
Value ($000) $825 Shares 8,244 Est. Cost $67.16 Unrealized +46.7%
ICE INTERCONTINENTAL EXCHANGE 0.1%
Value ($000) $810 Shares 7,769 Est. Cost $53.57 Unrealized +87.1%
KMI KINDER MORGAN INC DE 0.1%
Value ($000) $780 Shares 44,592 Est. Cost $13.95 Unrealized +9.3%
NXPI NXP SEMICONDUCTORS N V COM 0.1%
Value ($000) $768 Shares 4,117 Est. Cost $159.28 Unrealized +5.9%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $741 Shares 1,604 Est. Cost $291.89 Unrealized +51.4%
CRM SALESFORCE INC 0.1%
Value ($000) $733 Shares 3,670 Est. Cost $75.08 Unrealized +122.3%
FISV FISERV INC USD 0.01 0.1%
Value ($000) $731 Shares 6,468 Est. Cost $47.12 Unrealized +133.5%
CBOE CBOE GLOBAL MARKETS INC 0.1%
Value ($000) $729 Shares 5,434 Est. Cost $94.01 Unrealized +29.5%
LYB LYONDELLBASEIL INDU CL A 0.1%
Value ($000) $707 Shares 7,531 Est. Cost $74.02 Unrealized +3.0%
ALL ALLSTATE CORP 0.1%
Value ($000) $697 Shares 6,292 Est. Cost $93.72 Unrealized +26.1%
MDT MEDTRONIC PLC 0.1%
Value ($000) $692 Shares 8,589 Est. Cost $88.03 Unrealized -15.4%
WMT WAL-MART STORES INC COM 0.1%
Value ($000) $675 Shares 4,580 Est. Cost $38.58 Unrealized +18.7%
BIIB BIOGEN INC 0.1%
Value ($000) $669 Shares 2,407 Est. Cost $243.75 Unrealized +13.5%
NOW SERVICENOW INC 0.1%
Value ($000) $664 Shares 1,428 Est. Cost $79.25 Unrealized +9.9%
IWR ISHARES RUSSELL MID CAP INDEX 0.1%
Value ($000) $655 Shares 9,373 Est. Cost $880.42 Unrealized
XLE SECTOR SPDR TR ENERGY 0.1%
Value ($000) $630 Shares 7,604 Est. Cost $71.05 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $617 Shares 3,384 Est. Cost $75.69 Unrealized +109.7%
XYZ BLOCK INC 0.1%
Value ($000) $587 Shares 8,545 Est. Cost $242.22 Unrealized -69.1%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $571 Shares 10,930 Est. Cost $25.63 Unrealized +75.0%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $557 Shares 8,032 Est. Cost $43.77 Unrealized +40.5%
PWR QUANTA SERVICES INC 0.1%
Value ($000) $533 Shares 3,199 Est. Cost $142.28 Unrealized +7.6%
HOLX HOLOGIC INCORPORATED 0.1%
Value ($000) $524 Shares 6,498 Est. Cost $67.22 Unrealized +19.8%
CATALENT INC 0.1%
Value ($000) $524 Shares 7,978 Est. Cost $133.07 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $521 Shares 1,592 Est. Cost $324.41 Unrealized -0.2%
XLP SECTOR SPDR TR CONS STAPLES 0.1%
Value ($000) $498 Shares 6,666 Est. Cost $56.64 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $477 Shares 4,589 Est. Cost $107.60 Unrealized -10.9%
NKE NIKE INC CL B 0.1%
Value ($000) $473 Shares 3,859 Est. Cost $65.91 Unrealized +77.1%
MCK MCKESSON HBOC INC 0.1%
Value ($000) $451 Shares 1,268 Est. Cost $227.68 Unrealized +56.4%
GFS GLOBAL FOUNDRIES INC 0.1%
Value ($000) $433 Shares 6,000 Est. Cost $62.07 Unrealized +1.8%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $425 Shares 5,511 Est. Cost $56.01 Unrealized +26.2%
MAR MARRIOTT INTL INC CLASS A 0.1%
Value ($000) $409 Shares 2,465 Est. Cost $89.64 Unrealized +80.5%
VZ VERIZON COMMUNICATIONS INC USD 0.1%
Value ($000) $404 Shares 10,385 Est. Cost $39.58 Unrealized -17.4%
ADSK AUTODESK INC 0.1%
Value ($000) $392 Shares 1,885 Est. Cost $136.19 Unrealized +51.2%
XLI SECTOR SPDR INDUSTRIALS 0.1%
Value ($000) $366 Shares 3,615 Est. Cost $75.22 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $360 Shares 11,034 Est. Cost $42.58 Unrealized -35.4%
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $348 Shares 7,663 Est. Cost $47.40 Unrealized -5.6%
KR KROGER CO 0.1%
Value ($000) $340 Shares 6,889 Est. Cost $30.66 Unrealized +39.9%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $335 Shares 2,032 Est. Cost $109.24 Unrealized +46.5%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $324 Shares 3,334 Est. Cost $51.74 Unrealized +68.1%
T AT&T INC 0.1%
Value ($000) $318 Shares 16,520 Est. Cost $14.76 Unrealized +10.8%
DISCOVER FINANCIAL SERVICES 0.1%
Value ($000) $318 Shares 3,214 Est. Cost $2203.92 Unrealized
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $305 Shares 908 Est. Cost $279.89 Unrealized +14.4%
ACN ACCENTURE PLC 0.1%
Value ($000) $294 Shares 1,028 Est. Cost $198.01 Unrealized +32.0%
CVS CVS CAREMARK CORP 0.1%
Value ($000) $289 Shares 3,884 Est. Cost $64.84 Unrealized +16.0%
CTAS CINTAS CORP COM 0.0%
Value ($000) $278 Shares 600 Est. Cost $82.46 Unrealized +30.3%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $264 Shares 2,013 Est. Cost $110.38 Unrealized +9.4%
CTBI COMMUNITY TRUST BANK 0.0%
Value ($000) $257 Shares 6,779 Est. Cost $23.48 Unrealized +60.3%
ABBV ABBVIE INC USD 0.01 0.0%
Value ($000) $257 Shares 1,614 Est. Cost $86.71 Unrealized +59.3%
TMUS T MOBILE US INC 0.0%
Value ($000) $253 Shares 1,749 Est. Cost $111.70 Unrealized +25.3%
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $240 Shares 4,899 Est. Cost $38.81 Unrealized +27.3%
QAI IQ HEDGE MULTI-STRATEGY TRACKER ETF 0.0%
Value ($000) $238 Shares 8,158 Est. Cost $28.83 Unrealized
AEP AMERICAN ELECTRIC POWER CO 0.0%
Value ($000) $223 Shares 2,456 Est. Cost $64.43 Unrealized +27.3%
IJT ISHARES TR SP SMCP600GR ETF 0.0%
Value ($000) $219 Shares 1,995 Est. Cost $116.30 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $219 Shares 915 Est. Cost $141.41 Unrealized +61.2%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $218 Shares 2,263 Est. Cost $52.80 Unrealized +67.0%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $196 Shares 2,925 Est. Cost $59.62 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $194 Shares 628 Est. Cost $189.97 Unrealized +62.2%
TFC TRUIST FINANCIAL CORPORATION 0.0%
Value ($000) $188 Shares 5,510 Est. Cost $48.29 Unrealized -22.8%
VTWO VANGUARD RUSSELL 0.0%
Value ($000) $187 Shares 2,596 Est. Cost $100.08 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $186 Shares 1,391 Est. Cost $79.61 Unrealized +52.1%
PSX PHILLIPS 66 0.0%
Value ($000) $181 Shares 1,786 Est. Cost $58.96 Unrealized +55.5%
XLY SELECT SECTOR CONS DISC 0.0%
Value ($000) $178 Shares 1,189 Est. Cost $124.06 Unrealized
PNC PNC FINANCIAL SERVICES GROUPINC 0.0%
Value ($000) $171 Shares 1,342 Est. Cost $68.48 Unrealized +96.6%
WM WASTE MANAGEMENT INC NEW 0.0%
Value ($000) $162 Shares 994 Est. Cost $94.29 Unrealized +55.2%
LEN LENNAR CORP COM 0.0%
Value ($000) $162 Shares 1,537 Est. Cost $81.89 Unrealized +13.2%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $158 Shares 638 Est. Cost $105.93 Unrealized +119.2%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $151 Shares 2,792 Est. Cost $43.77 Unrealized +17.2%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $148 Shares 1,732 Est. Cost $92.91 Unrealized
BA BOEING CO 0.0%
Value ($000) $141 Shares 664 Est. Cost $191.15 Unrealized +8.7%
MLM MARTIN MARIETTA MATLS 0.0%
Value ($000) $140 Shares 395 Est. Cost $89.34 Unrealized +285.9%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $138 Shares 1,282 Est. Cost $103.12 Unrealized
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $132 Shares 1,168 Est. Cost $128.20 Unrealized -22.4%
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $132 Shares 592 Est. Cost $178.90 Unrealized +18.2%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $125 Shares 1,437 Est. Cost $49.40 Unrealized +67.2%
EFAV ISHARES EDGE MSCI MIN VOL 0.0%
Value ($000) $122 Shares 1,807 Est. Cost $61.49 Unrealized
GE GENERAL ELECTRIC CO COM 0.0%
Value ($000) $122 Shares 1,275 Est. Cost $63.01 Unrealized +4.6%
LIN LINDE PLC NPV 0.0%
Value ($000) $119 Shares 335 Est. Cost $322.30 Unrealized 0.0%
D DOMINION RES INC VA 0.0%
Value ($000) $117 Shares 2,088 Est. Cost $60.70 Unrealized -16.7%
VPL VANGUARD MSCI PACIFIC ETF 0.0%
Value ($000) $116 Shares 1,717 Est. Cost $5349.72 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $116 Shares 509 Est. Cost $129.74 Unrealized +67.8%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $114 Shares 1,242 Est. Cost $82.07 Unrealized +13.8%
MO ALTRIA GROUP INC 0.0%
Value ($000) $113 Shares 2,526 Est. Cost $19.97 Unrealized +81.7%
FAST FASTENAL CO 0.0%
Value ($000) $109 Shares 2,028 Est. Cost $20.80 Unrealized +14.9%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $103 Shares 1,477 Est. Cost $54.68 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $99 Shares 2,745 Est. Cost $34.79 Unrealized +11.0%
CSX CSX CORP 0.0%
Value ($000) $96 Shares 3,204 Est. Cost $33.14 Unrealized -11.1%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $95 Shares 1,319 Est. Cost $27.09 Unrealized +5.8%
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value ($000) $93 Shares 6,040 Est. Cost $9.11 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $93 Shares 364 Est. Cost $196.27 Unrealized +40.7%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $91 Shares 1,505 Est. Cost $75.83 Unrealized -23.8%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $85 Shares 1,133 Est. Cost $50.85 Unrealized +36.9%
PYPL PAYPAL HLDGINGS INC 0.0%
Value ($000) $84 Shares 1,107 Est. Cost $106.66 Unrealized -28.0%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $82 Shares 266 Est. Cost $72.19 Unrealized +335.8%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $81 Shares 585 Est. Cost $54.97 Unrealized +127.6%
TSM TAIWAN SEMICONDUCTOR 0.0%
Value ($000) $80 Shares 858 Est. Cost $76.28 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $77 Shares 168 Est. Cost $319.83 Unrealized +42.3%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $73 Shares 1,884 Est. Cost $40.09 Unrealized -14.7%
DOW DOW INC 0.0%
Value ($000) $72 Shares 1,319 Est. Cost $36.25 Unrealized +30.5%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $70 Shares 875 Est. Cost $60.48 Unrealized +23.0%
IAU ISHARES GOLD TR NPV NEW 0.0%
Value ($000) $69 Shares 1,854 Est. Cost $33.68 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $67 Shares 509 Est. Cost $113.43 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $64 Shares 650 Est. Cost $63.16 Unrealized +46.1%
MA MASTERCARD INCORPORATE 0.0%
Value ($000) $63 Shares 174 Est. Cost $263.33 Unrealized +35.7%
VVV VALVOLINE INC 0.0%
Value ($000) $63 Shares 1,797 Est. Cost $32.67 Unrealized +6.5%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $61 Shares 741 Est. Cost $79.26 Unrealized +4.3%
BAC BANKAMERICA CORP NEW 0.0%
Value ($000) $61 Shares 2,119 Est. Cost $31.82 Unrealized -3.9%
BP BP AMOCO P L C 0.0%
Value ($000) $60 Shares 1,569 Est. Cost $3655.79 Unrealized
TRV TRAVELERS COS INC 0.0%
Value ($000) $58 Shares 340 Est. Cost $97.61 Unrealized +76.2%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $58 Shares 502 Est. Cost $39.79 Unrealized +162.1%
ENVX ENOVIX CORP 0.0%
Value ($000) $56 Shares 3,760 Est. Cost $20.13 Unrealized -53.4%
WBD WARNER BROS DISCOVERY INC NPV 0.0%
Value ($000) $55 Shares 3,667 Est. Cost $18.55 Unrealized -23.3%
ORLY O REILLY AUTOMOTIVE INC 0.0%
Value ($000) $55 Shares 75 Est. Cost $47.47 Unrealized +15.4%
VTI VANGUARD TOTAL STOCK MKT ETF 0.0%
Value ($000) $54 Shares 266 Est. Cost $39688.94 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $54 Shares 185 Est. Cost $268.27 Unrealized +0.8%
CMBS ISHARES CMBS 0.0%
Value ($000) $53 Shares 1,147 Est. Cost $50.10 Unrealized
EQUITRANS MIDSTREAM CORP 0.0%
Value ($000) $52 Shares 9,060 Est. Cost $8.22 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $51 Shares 729 Est. Cost $39.00 Unrealized +56.7%
AA ALCOA UPSTREAM CORP 0.0%
Value ($000) $50 Shares 1,182 Est. Cost $60.72 Unrealized -23.4%
IQV IQVIA HOLDINGS INC 0.0%
Value ($000) $49 Shares 245 Est. Cost $243.20 Unrealized -12.1%
IWF ISHARES RUSSELL 1000 GROWTH INDEX FUND 0.0%
Value ($000) $49 Shares 199 Est. Cost $218.22 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $46 Shares 1,526 Est. Cost $24.55 Unrealized +10.6%
MMM 3M CO 0.0%
Value ($000) $45 Shares 429 Est. Cost $114.79 Unrealized -26.1%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $44 Shares 141 Est. Cost $286.08 Unrealized +4.8%
FDX FEDEX CORPORATION 0.0%
Value ($000) $41 Shares 181 Est. Cost $248.40 Unrealized -23.3%
NEM NEWMONT MINING CORP COM 0.0%
Value ($000) $41 Shares 839 Est. Cost $54.37 Unrealized -17.6%
CANADIAN PAC RAILWAY 0.0%
Value ($000) $38 Shares 490 Est. Cost $76.94 Unrealized
HPQ HP INC COM 0.0%
Value ($000) $37 Shares 1,277 Est. Cost $30.53 Unrealized -15.8%
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $37 Shares 307 Est. Cost $184.51 Unrealized -29.1%
GLD SPDR GOLD TR 0.0%
Value ($000) $37 Shares 200 Est. Cost $5927.38 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $35 Shares 213 Est. Cost $119.44 Unrealized +26.4%
EFV ISHARES TR EAFE VALUE ETF 0.0%
Value ($000) $34 Shares 700 Est. Cost $48.52 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $33 Shares 398 Est. Cost $71.08 Unrealized 0.0%
LOB LIVE OAK BANCSHARES INC 0.0%
Value ($000) $30 Shares 1,221 Est. Cost $29.52 Unrealized +6.3%
RIO RIO TINTO PLC 0.0%
Value ($000) $29 Shares 429 Est. Cost $83.92 Unrealized
VB VANGUARD INDEX FDS SMALL CP ETF 0.0%
Value ($000) $29 Shares 155 Est. Cost $168.11 Unrealized
IJJ ISHARES S&P MIDCAP 400 VALUE INDEX FUND 0.0%
Value ($000) $28 Shares 270 Est. Cost $102.77 Unrealized
IYC ISHARES US CONSUMER SERVICESETF 0.0%
Value ($000) $26 Shares 408 Est. Cost $97.43 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $26 Shares 308 Est. Cost $36.19 Unrealized +98.8%
MRNA MODERNA INC 0.0%
Value ($000) $24 Shares 158 Est. Cost $104.16 Unrealized +58.4%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $24 Shares 250 Est. Cost $44.58 Unrealized +87.4%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $24 Shares 237 Est. Cost $90.22 Unrealized +10.3%
POSEIDA THERAPEUTICS INC 0.0%
Value ($000) $23 Shares 7,608 Est. Cost $6.95 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $23 Shares 1,500 Est. Cost $16.89 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $23 Shares 279 Est. Cost $58.80 Unrealized +27.0%
LEA LEAR CORP COMMON 0.0%
Value ($000) $23 Shares 162 Est. Cost $133.75 Unrealized -4.4%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $23 Shares 380 Est. Cost $77.22 Unrealized -28.2%
IWB ISHARES TR RUS 1000 ETF 0.0%
Value ($000) $22 Shares 96 Est. Cost $204.91 Unrealized
WSBC WESBANCO INC 0.0%
Value ($000) $21 Shares 700 Est. Cost $21.26 Unrealized +66.3%
BABA ALIBABA 0.0%
Value ($000) $20 Shares 200 Est. Cost $198.54 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $20 Shares 238 Est. Cost $66.50 Unrealized +11.7%
LULU LULULEMON ATHLETICA INC USD 0.01 0.0%
Value ($000) $19 Shares 52 Est. Cost $213.75 Unrealized +46.7%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $19 Shares 200 Est. Cost $62.65 Unrealized +28.3%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $19 Shares 82 Est. Cost $197.75 Unrealized +6.7%
SO SOUTHERN COMPANY 0.0%
Value ($000) $17 Shares 250 Est. Cost $51.93 Unrealized +16.8%
GLW CORNING INCORPORATED 0.0%
Value ($000) $17 Shares 490 Est. Cost $27.36 Unrealized +17.3%
MPC MARATHON PET CORP COM 0.0%
Value ($000) $17 Shares 123 Est. Cost $90.15 Unrealized +30.4%
ICUI ICU MEDIAL INC 0.0%
Value ($000) $16 Shares 100 Est. Cost $66.13 Unrealized +160.1%
SIRIUS XM HLDGS INC 0.0%
Value ($000) $15 Shares 3,700 Est. Cost $5.12 Unrealized
WFC WELLS FARGO & COMPANY NEW 0.0%
Value ($000) $15 Shares 392 Est. Cost $39.37 Unrealized +2.8%
IDXX IDEXX LABORATORIES INC COM 0.0%
Value ($000) $15 Shares 29 Est. Cost $512.93 Unrealized -6.7%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $14 Shares 101 Est. Cost $121591.41 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $14 Shares 82 Est. Cost $160.16 Unrealized 0.0%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $14 Shares 257 Est. Cost $22.18 Unrealized +117.7%
SHEL ROYAL DUTCH SHELL PLC NPV 0.0%
Value ($000) $13 Shares 230 Est. Cost $56.52 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $13 Shares 174 Est. Cost $44.85 Unrealized +69.8%
LUCID GROUP INC 0.0%
Value ($000) $12 Shares 1,475 Est. Cost $22.33 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $12 Shares 85 Est. Cost $110.62 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $11 Shares 21 Est. Cost $513.25 Unrealized 0.0%
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 +141.6%
LIVENT CORP 0.0%
Value ($000) $10 Shares 481 Est. Cost $21.71 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $10 Shares 71 Est. Cost $138.91 Unrealized 0.0%
HAL HALLIBURTON COMPANY 0.0%
Value ($000) $10 Shares 322 Est. Cost $27.40 Unrealized +26.4%
CDNS CADENCE DESIGN SYSTEM INCORPORATED 0.0%
Value ($000) $10 Shares 47 Est. Cost $189.14 Unrealized 0.0%
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.0%
Value ($000) $10 Shares 156 Est. Cost $57.16 Unrealized -4.0%
CF CF INDS HLDGS INC COM 0.0%
Value ($000) $10 Shares 133 Est. Cost $76.41 Unrealized 0.0%
BF/B BROWN FORMAN CORP CL B COM 0.0%
Value ($000) $10 Shares 150 Est. Cost $65.35 Unrealized -6.5%
KMX CARMAX INC 0.0%
Value ($000) $10 Shares 150 Est. Cost $91.38 Unrealized -26.8%
CB CHUBB LIMITED COM 0.0%
Value ($000) $10 Shares 49 Est. Cost $186.43 Unrealized +8.7%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $9 Shares 171 Est. Cost $41.67 Unrealized +15.1%
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $9 Shares 312 Est. Cost $29.14 Unrealized -2.9%
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $9 Shares 30 Est. Cost $20.44 Unrealized +19.4%
LHX L3 HARRIS TECHNOLOGIES 0.0%
Value ($000) $9 Shares 44 Est. Cost $192.12 Unrealized 0.0%
ASML ASML HOLDING NV EUROPE 0.0%
Value ($000) $8 Shares 12 Est. Cost $680.67 Unrealized
CLFD CLEARFIELD INC 0.0%
Value ($000) $8 Shares 172 Est. Cost $62.77 Unrealized +2.6%
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $8 Shares 950 Est. Cost $12.42 Unrealized -34.6%
VO VANGUARD MID CAP ETF 0.0%
Value ($000) $7 Shares 33 Est. Cost $203.81 Unrealized
GWW W W GRAINGER INC 0.0%
Value ($000) $7 Shares 10 Est. Cost $621.54 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $7 Shares 190 Est. Cost $32.24 Unrealized +11.9%
EBS EMERGENT BIO SOLUTIONS 0.0%
Value ($000) $6 Shares 621 Est. Cost $77.10 Unrealized -84.3%
CNC CENTENE CORPORATION DEL 0.0%
Value ($000) $6 Shares 97 Est. Cost $70.99 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $6 Shares 29 Est. Cost $189.59 Unrealized 0.0%
DPZ DOMINO'S PIZZA INC 0.0%
Value ($000) $6 Shares 17 Est. Cost $68.05 Unrealized +368.9%
PANW PALO ALTO NETWORKS INCORPORATED 0.0%
Value ($000) $5 Shares 27 Est. Cost $84.74 Unrealized 0.0%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $5 Shares 27 Est. Cost $177.79 Unrealized 0.0%
AIG AMERICAN INTL GROUP 0.0%
Value ($000) $5 Shares 100 Est. Cost $44.32 Unrealized +23.4%
SNPS SYNPOSYS INC 0.0%
Value ($000) $5 Shares 13 Est. Cost $357.27 Unrealized 0.0%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $5 Shares 120 Est. Cost $63.28 Unrealized -37.7%
CPRI CAPRI HOLDINGS LTD 0.0%
Value ($000) $5 Shares 100 Est. Cost $43.70 Unrealized +22.8%
RCI ROGERS COMMUNICATIONS INC CL B NON-VTG 0.0%
Value ($000) $5 Shares 100 Est. Cost $47.39 Unrealized +0.1%
LUMINAR TECHNOLOGIES 0.0%
Value ($000) $5 Shares 700 Est. Cost $7.55 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $4 Shares 38 Est. Cost $101.01 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE 0.0%
Value ($000) $4 Shares 129 Est. Cost $52.58 Unrealized
TEAM ATLASSIAN CORPORATION CLASS A 0.0%
Value ($000) $4 Shares 26 Est. Cost $159.52 Unrealized 0.0%
WOR WORTHINGTON IND INC 0.0%
Value ($000) $4 Shares 68 Est. Cost $20.24 Unrealized +74.8%
EQIX EQUINIX INC COM 0.0%
Value ($000) $4 Shares 6 Est. Cost $662.35 Unrealized 0.0%
ICLR ICON PLC 0.0%
Value ($000) $4 Shares 20 Est. Cost $217.64 Unrealized +2.3%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $4 Shares 25 Est. Cost $159.32 Unrealized 0.0%
WST WEST PHARMACEUTICAL SVSC INCORPORATED 0.0%
Value ($000) $4 Shares 12 Est. Cost $290.04 Unrealized 0.0%
NET CLOUDFLARE INC 0.0%
Value ($000) $4 Shares 65 Est. Cost $54.68 Unrealized 0.0%
MPWR MONOLITHIC PWR SYSTEMS INCORPORATED 0.0%
Value ($000) $4 Shares 8 Est. Cost $449.31 Unrealized 0.0%
ENPH ENPHASE ENERGY INCORPORATED 0.0%
Value ($000) $4 Shares 19 Est. Cost $216.60 Unrealized 0.0%
MSCI MSCI INCORPORATED 0.0%
Value ($000) $4 Shares 7 Est. Cost $511.54 Unrealized 0.0%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $4 Shares 36 Est. Cost $299.98 Unrealized -61.4%
JOE ST JOE CORPORATION 0.0%
Value ($000) $4 Shares 92 Est. Cost $35.80 Unrealized +19.6%
ALC ALCON INC 0.0%
Value ($000) $4 Shares 54 Est. Cost $70.46 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INCORPORATED CLASS A 0.0%
Value ($000) $3 Shares 24 Est. Cost $115.66 Unrealized 0.0%
ETSY ETSY INCORPORATED 0.0%
Value ($000) $3 Shares 29 Est. Cost $124.01 Unrealized 0.0%
UBER UBER TECHNOLOGIES INCORPORATED 0.0%
Value ($000) $3 Shares 100 Est. Cost $31.72 Unrealized 0.0%
FCX FREEPORT MCMORAN CP&GLD B CLASS B 0.0%
Value ($000) $3 Shares 76 Est. Cost $39.99 Unrealized 0.0%
O REALTY INCOME CORP 0.0%
Value ($000) $3 Shares 46 Est. Cost $55.14 Unrealized 0.0%
NTR NUTRIEN LTD COM 0.0%
Value ($000) $3 Shares 39 Est. Cost $69.94 Unrealized 0.0%
SPLUNK INC 0.0%
Value ($000) $3 Shares 30 Est. Cost $95.83 Unrealized
BIO BIO RAD LABS INCORPORATED 0.0%
Value ($000) $3 Shares 6 Est. Cost $468.12 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $3 Shares 64 Est. Cost $41.65 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $3 Shares 14 Est. Cost $170.53 Unrealized 0.0%
EW EDWARDS LIFE SCIENCES CORP 0.0%
Value ($000) $3 Shares 33 Est. Cost $78.60 Unrealized 0.0%
DEO DIAGEO P L C SPON ADR NEW 0.0%
Value ($000) $3 Shares 15 Est. Cost $181.13 Unrealized
CLX CLOROX COMPANY 0.0%
Value ($000) $3 Shares 17 Est. Cost $136.24 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $3 Shares 17 Est. Cost $135.10 Unrealized 0.0%
APTIV PLC SHS 0.0%
Value ($000) $3 Shares 23 Est. Cost $112.17 Unrealized
HUBS HUBSPOT INCORPORATED 0.0%
Value ($000) $3 Shares 6 Est. Cost $364.93 Unrealized 0.0%
FTV FORTIVE CORP 0.0%
Value ($000) $3 Shares 37 Est. Cost $49.69 Unrealized 0.0%
WDAY WORKDAY INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $181.94 Unrealized 0.0%
SYY SYSCO CORP COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $70.68 Unrealized 0.0%
DT DYNATRACE INCORPORATED COM NEW 0.0%
Value ($000) $2 Shares 54 Est. Cost $40.49 Unrealized 0.0%
IJS ISHARES S&P MIDCAP 600 VALUE INDEX FUND 0.0%
Value ($000) $2 Shares 24 Est. Cost $83.33 Unrealized
AON AON PLC/IRELAND NPV 0.0%
Value ($000) $2 Shares 7 Est. Cost $303.19 Unrealized 0.0%
GM GENERAL MOTORS CO 0.0%
Value ($000) $2 Shares 58 Est. Cost $36.67 Unrealized 0.0%
MGM MGM MIRAGE 0.0%
Value ($000) $2 Shares 46 Est. Cost $41.55 Unrealized 0.0%
ENB ENBRIDGE INC NPV 0.0%
Value ($000) $2 Shares 53 Est. Cost $31.84 Unrealized +1.9%
ROST ROSS STORES INC 0.0%
Value ($000) $2 Shares 19 Est. Cost $108.78 Unrealized 0.0%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $2 Shares 33 Est. Cost $60.72 Unrealized 0.0%
WY WEYERHAEUSER CO 0.0%
Value ($000) $2 Shares 64 Est. Cost $28.59 Unrealized 0.0%
SE SEA LIMITED SPONSORD ADS CAYMAN ISLANDS 0.0%
Value ($000) $2 Shares 22 Est. Cost $86.50 Unrealized
CAH CARDINAL HEALTH 0.0%
Value ($000) $2 Shares 25 Est. Cost $71.51 Unrealized 0.0%
DXCM DEXCOM INCORPORATED 0.0%
Value ($000) $2 Shares 16 Est. Cost $111.94 Unrealized 0.0%
APPHARVEST INC 0.0%
Value ($000) $2 Shares 2,966 Est. Cost $3.24 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $2 Shares 93 Est. Cost $19.05 Unrealized 0.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $121.74 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $2 Shares 1 Est. Cost $31.42 Unrealized 0.0%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $2 Shares 17 Est. Cost $99.69 Unrealized 0.0%
IT GARTNER INCORPORATED 0.0%
Value ($000) $2 Shares 5 Est. Cost $330.57 Unrealized 0.0%
PODD INSULET CORPORATION 0.0%
Value ($000) $2 Shares 5 Est. Cost $296.41 Unrealized 0.0%
STX SEAGATE TECHNOLOGY HOLD 0.0%
Value ($000) $2 Shares 24 Est. Cost $58.30 Unrealized 0.0%
WOLFSPEED INCORPORATED 0.0%
Value ($000) $2 Shares 24 Est. Cost $64.92 Unrealized
SNOW SNOWFLAKE INCORPORATED CLASS A 0.0%
Value ($000) $2 Shares 10 Est. Cost $146.61 Unrealized 0.0%
PGX INVESCO TR II PFD ETF 0.0%
Value ($000) $1 Shares 124 Est. Cost $11.48 Unrealized
PLD PROLOGIS INC COMMON 0.0%
Value ($000) $1 Shares 11 Est. Cost $111.93 Unrealized 0.0%
PCAR PACCAR INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $64.13 Unrealized 0.0%
SKY SKYLINE CHAMPION CORP 0.0%
Value ($000) $1 Shares 17 Est. Cost $64.49 Unrealized 0.0%
XYL XYLEM INC USD 0.01 0.0%
Value ($000) $1 Shares 12 Est. Cost $100.91 Unrealized 0.0%
ABNB AIRBNB INCORPORATED 0.0%
Value ($000) $1 Shares 10 Est. Cost $114.18 Unrealized 0.0%
MET METLIFE INC 0.0%
Value ($000) $1 Shares 21 Est. Cost $61.77 Unrealized 0.0%
DOV DOVER CORP COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $141.72 Unrealized 0.0%
CRL CHARLES RIVER LABS 0.0%
Value ($000) $1 Shares 6 Est. Cost $226.63 Unrealized 0.0%
KELLOGG CO 0.0%
Value ($000) $1 Shares 18 Est. Cost $60.91 Unrealized -6.1%
PFG PRINCIPAL FINANCIAL GROUP INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $76.24 Unrealized 0.0%
HWM HOWMET AEROSPACE INCORPORATED 0.0%
Value ($000) $1 Shares 28 Est. Cost $40.61 Unrealized 0.0%
HANESBRANDS INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $11194.53 Unrealized
EFX EQUIFAX INCORPORATED 0.0%
Value ($000) $1 Shares 5 Est. Cost $203.94 Unrealized 0.0%
IONS IONIS PHARMACEUTICALS INCORPORATED 0.0%
Value ($000) $1 Shares 28 Est. Cost $37.55 Unrealized 0.0%
DOCU DOCUSIGN INCORPORATED 0.0%
Value ($000) $1 Shares 17 Est. Cost $59.65 Unrealized 0.0%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $135.20 Unrealized 0.0%
SNA SNAP-ON INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $226.26 Unrealized 0.0%
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $154.59 Unrealized 0.0%
PICK ISHARES INC MSCI GLOBAL SELECT METALS & MINI 0.0%
Value ($000) $1 Shares 22 Est. Cost $42.68 Unrealized
WELL WELLTOWER INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $59.61 Unrealized +13.7%
TDIV FIRST TR EXCHANGE TRADED FD VI 0.0%
Value ($000) $1 Shares 17 Est. Cost $54.06 Unrealized
IYT ISHARES TR 0.0%
Value ($000) $1 Shares 4 Est. Cost $227.75 Unrealized
MGA MAGNA INTL INC CL A 0.0%
Value ($000) $1 Shares 17 Est. Cost $51.91 Unrealized 0.0%
AVY AVERY DENNISON CORPORATION 0.0%
Value ($000) $1 Shares 5 Est. Cost $172.27 Unrealized 0.0%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $1 Shares 36 Est. Cost $23.27 Unrealized 0.0%
CZR CAESARS ENTERTAINMENT INCORPORATED 0.0%
Value ($000) $1 Shares 17 Est. Cost $49.01 Unrealized 0.0%
DOCS DOXIMITY INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $33.17 Unrealized 0.0%
JOHN HANCOCK FINANCIAL OPPORTUNITY FD SH 0.0%
Value ($000) $1 Shares 26 Est. Cost $30.54 Unrealized
ADR OATLY GROUP AB 0.0%
Value ($000) $1 Shares 324 Est. Cost $14.57 Unrealized
DLB DOLBY LABORATORIES INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $76.71 Unrealized 0.0%
XSLV INVESCO EXCHANGE TRADED FD TR 0.0%
Value ($000) $1 Shares 18 Est. Cost $42.33 Unrealized
FMC FMC CORP USD 0.1 0.0%
Value ($000) $1 Shares 6 Est. Cost $108.32 Unrealized +3.1%
MTCH MATCH GROUP INCORPORATED NEW 0.0%
Value ($000) $1 Shares 19 Est. Cost $42.62 Unrealized 0.0%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $1 Shares 19 Est. Cost $29.22 Unrealized 0.0%
DJT DIGITAL WOLRD ACQUISITON 0.0%
Value ($000) $1 Shares 50 Est. Cost $45.24 Unrealized -67.2%
ALB ALBEMARLE COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $235.72 Unrealized 0.0%
VICI VICI PPTYS INCORPORATED REIT 0.0%
Value ($000) $1 Shares 20 Est. Cost $28.11 Unrealized 0.0%
TER TERADYNE INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $101.02 Unrealized 0.0%
CBRE CBRE GROUP INCORPORATED CLASS A 0.0%
Value ($000) $1 Shares 8 Est. Cost $81.70 Unrealized 0.0%
REZ ISHARES RESIDENTIAL & MULTI SEC TOR REAL ESTATE 0.0%
Value ($000) $1 Shares 8 Est. Cost $70.50 Unrealized
SON SONOCO PRODUCTS CO 0.0%
Value ($000) $0 Shares 8 Est. Cost $52.72 Unrealized 0.0%
U UNITY SOFTWARE INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $32.16 Unrealized 0.0%
CSGP COSTAR GROUP INCORPORATED 0.0%
Value ($000) $0 Shares 7 Est. Cost $73.79 Unrealized 0.0%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $0 Shares 15 Est. Cost $28.20 Unrealized
GH GUARDANT HEALTH INCORPORATED 0.0%
Value ($000) $0 Shares 19 Est. Cost $28.56 Unrealized 0.0%
DEL COM C SIRIUSXM 0.0%
Value ($000) $0 Shares 13 Est. Cost $27.92 Unrealized
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $0 Shares 4 Est. Cost $80.82 Unrealized 0.0%
LYFT LYFT INCORPORATED CLASS A 0.0%
Value ($000) $0 Shares 32 Est. Cost $12.08 Unrealized 0.0%
IFF INTERNATIONAL FLAVORS&FRAGRACOM 0.0%
Value ($000) $0 Shares 3 Est. Cost $91.63 Unrealized 0.0%
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $56.43 Unrealized 0.0%
KIM KIMCO REALTY CORP 0.0%
Value ($000) $0 Shares 11 Est. Cost $17.85 Unrealized 0.0%
HST HOST HOTELS & RESORTS INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $14.54 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES 0.0%
Value ($000) $0 Shares 17 Est. Cost $12.16 Unrealized 0.0%
LIBERTY MEDIA CORPORATION SIRIUSXM 0.0%
Value ($000) $0 Shares 6 Est. Cost $28.00 Unrealized
MAA MID-AMER APT CMNTYS INCORPORATED REIT 0.0%
Value ($000) $0 Shares 1 Est. Cost $141.55 Unrealized 0.0%
IBRX IMMUNITYBIO INC 0.0%
Value ($000) $0 Shares 80 Est. Cost $4.02 Unrealized -22.6%
DEL COM SER A FRMLA 0.0%
Value ($000) $0 Shares 2 Est. Cost $67.50 Unrealized
AMCX AMC NETWORKS INC USD 0.01 0.0%
Value ($000) $0 Shares 6 Est. Cost $18.71 Unrealized 0.0%
LIBERTY MEDIA CORPORATION DEL COM SER C FRMLA 0.0%
Value ($000) $0 Shares 1 Est. Cost $74.00 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $25.60 Unrealized 0.0%
CFRXQ CONTRAFECT CORP 0.0%
Value ($000) $0 Shares 14 Est. Cost $4.70 Unrealized 0.0%