CENTRAL BANK & TRUST CO Diversified Active

CIK: 0001175954 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 13, 2023

Total Value ($000): $590,030 (100.0% shares, 0.0% debt)

Holdings (324)

NVDA NVIDIA CORP COM 6.6%
Value ($000) $38,943 Shares 92,063 Est. Cost $15.70 Unrealized +111.4%
AGG ISHARES TR CORE US AGGREGATE BOND ETF 3.7%
Value ($000) $21,805 Shares 222,611 Est. Cost $104.09 Unrealized
AAPL APPLE INC 3.4%
Value ($000) $20,273 Shares 104,519 Est. Cost $86.76 Unrealized +98.3%
SPY SPDR S&P 500 ETF TRUST 3.0%
Value ($000) $17,727 Shares 39,992 Est. Cost $15768.17 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 2.7%
Value ($000) $16,075 Shares 395,161 Est. Cost $786.15 Unrealized
MSFT MICROSOFT CORP 2.6%
Value ($000) $15,419 Shares 45,280 Est. Cost $136.99 Unrealized +124.3%
GOOGL ALPHABET INC CAP STK CL A 2.4%
Value ($000) $14,308 Shares 119,535 Est. Cost $106.20 Unrealized +7.6%
ADBE ADOBE SYSTEMS INCORPORATED 2.2%
Value ($000) $12,827 Shares 26,233 Est. Cost $119.63 Unrealized +236.7%
AMZN AMAZON COM INC 1.9%
Value ($000) $11,160 Shares 85,612 Est. Cost $120.15 Unrealized -5.0%
MDY SPDR S&P MIDCAP 400 ETF TRUST 1.8%
Value ($000) $10,572 Shares 22,076 Est. Cost $24190.60 Unrealized
HYG ISHARES TR IBOXX USD HIGH YIELD CORP ETF 1.7%
Value ($000) $10,273 Shares 136,861 Est. Cost $83.09 Unrealized
COST COSTCO WHOLESALE CORP 1.7%
Value ($000) $10,058 Shares 18,683 Est. Cost $133.44 Unrealized +265.1%
URI UNITED RENTALS INC 1.7%
Value ($000) $10,021 Shares 22,501 Est. Cost $135.92 Unrealized +165.6%
SPGI S&P GLOBAL INC 1.7%
Value ($000) $9,900 Shares 24,696 Est. Cost $147.69 Unrealized +142.2%
V VISA INC CLASS A 1.6%
Value ($000) $9,649 Shares 40,632 Est. Cost $65.86 Unrealized +240.8%
UNH UNITEDHEALTH GROUP INC COM 1.6%
Value ($000) $9,406 Shares 19,569 Est. Cost $170.17 Unrealized +173.2%
EFA ISHARES MSCI EAFE INDEX FD 1.6%
Value ($000) $9,223 Shares 127,210 Est. Cost $63.91 Unrealized
IWM I SHARES RUSSELL 2000 1.5%
Value ($000) $9,084 Shares 48,507 Est. Cost $7267.91 Unrealized
INTU INTUIT INC 1.5%
Value ($000) $8,789 Shares 19,182 Est. Cost $210.09 Unrealized +105.1%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.5%
Value ($000) $8,720 Shares 188,828 Est. Cost $40.37 Unrealized
AZO AUTOZONE INC 1.5%
Value ($000) $8,702 Shares 3,490 Est. Cost $2056.62 Unrealized +24.0%
ACM AECOM TECHNOLOGY CORP 1.5%
Value ($000) $8,624 Shares 101,834 Est. Cost $62.86 Unrealized +27.0%
ISRG INTUITIVE SURGICAL INC 1.4%
Value ($000) $8,159 Shares 23,862 Est. Cost $283.35 Unrealized +6.8%
LAM RESEARCH CORP COM 1.3%
Value ($000) $7,880 Shares 12,258 Est. Cost $340.39 Unrealized
MRK MERCK & CO INC NEW 1.3%
Value ($000) $7,746 Shares 67,127 Est. Cost $87.54 Unrealized +19.3%
NUE NUCOR CORP 1.3%
Value ($000) $7,701 Shares 46,966 Est. Cost $90.78 Unrealized +54.5%
VWOB VANGUARD EMERG MKTS GOV BND ETF 1.3%
Value ($000) $7,422 Shares 119,185 Est. Cost $69.58 Unrealized
EEM ISHARES MSCI EMER MKTS IDX MARKETS INDEX 1.3%
Value ($000) $7,384 Shares 186,656 Est. Cost $38.26 Unrealized
CAT CATERPILLAR INC 1.2%
Value ($000) $7,182 Shares 29,190 Est. Cost $212.44 Unrealized +0.6%
HSY HERSHEY COMPANY 1.2%
Value ($000) $6,940 Shares 27,792 Est. Cost $102.79 Unrealized +136.8%
DE DEERE & CO 1.2%
Value ($000) $6,900 Shares 17,030 Est. Cost $365.05 Unrealized +0.8%
VLO VALERO ENERGY CORP 1.1%
Value ($000) $6,285 Shares 53,582 Est. Cost $81.80 Unrealized +31.0%
DHI D R HORTON INC 1.1%
Value ($000) $6,261 Shares 51,449 Est. Cost $52.53 Unrealized +103.0%
CMCSA COMCAST CORP NEW CL A 1.0%
Value ($000) $6,190 Shares 149,010 Est. Cost $32.53 Unrealized +12.7%
META META PLATFORMS INC 1.0%
Value ($000) $6,141 Shares 21,398 Est. Cost $168.86 Unrealized +45.1%
SHW SHERWIN WILLIAMS CO COM 1.0%
Value ($000) $6,011 Shares 22,638 Est. Cost $227.55 Unrealized +1.1%
AMGN AMGEN INC 1.0%
Value ($000) $5,993 Shares 26,993 Est. Cost $133.42 Unrealized +60.1%
ODFL OLD DOMINI COM USD 0.10 1.0%
Value ($000) $5,975 Shares 16,161 Est. Cost $164.34 Unrealized -3.0%
MCO MOODYS CORP COM 1.0%
Value ($000) $5,966 Shares 17,158 Est. Cost $228.80 Unrealized +35.6%
TSCO TRACTOR SUPPLY CO COM 1.0%
Value ($000) $5,732 Shares 25,927 Est. Cost $41.36 Unrealized +5.8%
DKS DICK'S SPORTING GOODS 0.9%
Value ($000) $5,182 Shares 39,199 Est. Cost $70.49 Unrealized +81.7%
QCOM QUALCOMM INC 0.9%
Value ($000) $5,094 Shares 42,794 Est. Cost $76.35 Unrealized +41.9%
SCZ ISHARES TR EAFE SML CP ETF 0.9%
Value ($000) $5,050 Shares 85,633 Est. Cost $56.71 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.8%
Value ($000) $4,554 Shares 77,460 Est. Cost $60.73 Unrealized -5.7%
RJF RAYMOND JAMES FINANCIAL INC 0.8%
Value ($000) $4,526 Shares 43,614 Est. Cost $104.60 Unrealized -14.7%
PGR PROGRESSIVE CORP OHIO 0.8%
Value ($000) $4,494 Shares 33,953 Est. Cost $102.23 Unrealized +19.9%
CB CHUBB LIMITED COM 0.7%
Value ($000) $4,204 Shares 21,831 Est. Cost $189.84 Unrealized +0.0%
EMB ISHARES TR JP MOR EM MK ETF 0.7%
Value ($000) $4,180 Shares 48,296 Est. Cost $85.74 Unrealized
ZTS ZOETIS INC 0.7%
Value ($000) $4,159 Shares 24,153 Est. Cost $136.37 Unrealized +23.3%
NTAP NETAPP INC 0.7%
Value ($000) $4,112 Shares 53,816 Est. Cost $62.13 Unrealized +2.7%
WMB WILLIAMS COS INC 0.7%
Value ($000) $4,050 Shares 124,136 Est. Cost $26.74 Unrealized +0.1%
IJR ISHARES S&P SMALLCAP 600 INDEX FUND 0.6%
Value ($000) $3,783 Shares 37,962 Est. Cost $76.03 Unrealized
SYK STRYKER CORP COM 0.6%
Value ($000) $3,637 Shares 11,922 Est. Cost $110.17 Unrealized +155.4%
AMAT APPLIED MATERIALS INC 0.6%
Value ($000) $3,624 Shares 25,075 Est. Cost $84.15 Unrealized +45.3%
IJH ISHARES TR S&P MIDCAP 400 0.6%
Value ($000) $3,345 Shares 12,792 Est. Cost $173.92 Unrealized
PG PROCTER AND GAMBLE CO COM 0.5%
Value ($000) $3,156 Shares 20,802 Est. Cost $91.49 Unrealized +54.5%
GILD GILEAD SCIENCES INC 0.5%
Value ($000) $3,133 Shares 40,662 Est. Cost $72.49 Unrealized +0.1%
KMB KIMBERLY-CLARK CORP 0.5%
Value ($000) $3,049 Shares 22,086 Est. Cost $113.08 Unrealized +11.2%
MCD MCDONALDS CORP 0.4%
Value ($000) $2,634 Shares 8,827 Est. Cost $202.05 Unrealized +35.2%
UNP UNION PACIFIC CORP 0.4%
Value ($000) $2,585 Shares 12,632 Est. Cost $136.22 Unrealized +37.3%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $1,863 Shares 3,571 Est. Cost $350.01 Unrealized +52.9%
LOW LOWES COS INC COM 0.3%
Value ($000) $1,817 Shares 8,049 Est. Cost $83.02 Unrealized +138.2%
SCHW CHARLES SCHWAB CORP 0.3%
Value ($000) $1,785 Shares 31,485 Est. Cost $55.99 Unrealized -9.9%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $1,770 Shares 10,696 Est. Cost $106.14 Unrealized +40.3%
DG DOLLAR GEN CORP NEW 0.3%
Value ($000) $1,713 Shares 10,092 Est. Cost $109.70 Unrealized +70.7%
XEL XCEL ENERGY INC 0.3%
Value ($000) $1,711 Shares 27,517 Est. Cost $38.06 Unrealized +59.7%
MAS MASCO CORPORATION 0.3%
Value ($000) $1,667 Shares 29,054 Est. Cost $26.72 Unrealized +86.8%
HUM HUMANA INC 0.3%
Value ($000) $1,659 Shares 3,710 Est. Cost $71.82 Unrealized +579.7%
TXN TEXAS INSTRUMENTS INC 0.3%
Value ($000) $1,623 Shares 9,014 Est. Cost $89.53 Unrealized +77.7%
LLY LILLY ELI & CO 0.3%
Value ($000) $1,602 Shares 3,415 Est. Cost $170.80 Unrealized +140.9%
TJX TJX COS INC NEW 0.3%
Value ($000) $1,600 Shares 18,868 Est. Cost $38.61 Unrealized +97.2%
BLACKROCK INC 0.3%
Value ($000) $1,570 Shares 2,271 Est. Cost $650.17 Unrealized
IVV ISHARES S&P 500 INDEX FUND US 0.3%
Value ($000) $1,549 Shares 3,475 Est. Cost $938.74 Unrealized
KLAC KLA-TENCOR CORPORATION 0.3%
Value ($000) $1,541 Shares 3,178 Est. Cost $321.60 Unrealized +26.8%
VNQ VANGUARD INDEX FDS REIT #986 0.3%
Value ($000) $1,518 Shares 18,161 Est. Cost $10238.79 Unrealized
APD AIR PRODUCTS & CHEMICALS 0.3%
Value ($000) $1,506 Shares 5,028 Est. Cost $226.21 Unrealized +17.3%
JPM J P MORGAN CHASE & CO 0.3%
Value ($000) $1,505 Shares 10,351 Est. Cost $97.71 Unrealized +32.7%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $1,498 Shares 3,254 Est. Cost $383.85 Unrealized +12.4%
XLV SECTOR SPDR TR FUND HEALTH CARE 0.3%
Value ($000) $1,484 Shares 11,183 Est. Cost $107.93 Unrealized
ORCL ORACLE CORPORATION 0.2%
Value ($000) $1,473 Shares 12,365 Est. Cost $29.31 Unrealized +242.6%
DHR DANAHER CORP DEL COM 0.2%
Value ($000) $1,444 Shares 6,018 Est. Cost $229.73 Unrealized -9.1%
HD HOME DEPOT INC 0.2%
Value ($000) $1,438 Shares 4,628 Est. Cost $130.31 Unrealized +112.1%
GPC GENUINE PARTS CO 0.2%
Value ($000) $1,416 Shares 8,366 Est. Cost $128.86 Unrealized +17.4%
SBUX STARBUCKS CORPORATION 0.2%
Value ($000) $1,375 Shares 13,883 Est. Cost $53.31 Unrealized +82.4%
ITW ILLINOIS TOOL WORKS 0.2%
Value ($000) $1,367 Shares 5,463 Est. Cost $139.60 Unrealized +57.3%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $1,364 Shares 6,572 Est. Cost $79.70 Unrealized +120.3%
VOO VANGUARD INDEX FUNDS S&P 500 ETF 0.2%
Value ($000) $1,280 Shares 3,142 Est. Cost $342.20 Unrealized
XLU SECTOR SPDR UTILITIES 0.2%
Value ($000) $1,240 Shares 18,948 Est. Cost $66.05 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $1,204 Shares 1,388 Est. Cost $41.52 Unrealized +65.6%
UPS UNITED PARCEL SERVICE 0.2%
Value ($000) $1,196 Shares 6,673 Est. Cost $138.61 Unrealized +11.5%
NFLX NETFLIX COM 0.2%
Value ($000) $1,169 Shares 2,653 Est. Cost $39.07 Unrealized -5.7%
EQT EQT CORP 0.2%
Value ($000) $1,151 Shares 27,985 Est. Cost $13.78 Unrealized +146.8%
TSLA TESLA, INC 0.2%
Value ($000) $1,141 Shares 4,360 Est. Cost $217.31 Unrealized -8.0%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $1,135 Shares 9,962 Est. Cost $88.45 Unrealized +17.6%
REGN REGENERON PHARMACEUTICALS 0.2%
Value ($000) $1,131 Shares 1,574 Est. Cost $584.42 Unrealized +31.2%
EA ELECTRONIC ARTS 0.2%
Value ($000) $1,124 Shares 8,670 Est. Cost $128.28 Unrealized -2.6%
PNC PNC FINANCIAL SERVICES GROUPINC 0.2%
Value ($000) $1,112 Shares 8,830 Est. Cost $104.04 Unrealized +6.1%
CVX CHEVRON CORPORATION 0.2%
Value ($000) $1,032 Shares 6,556 Est. Cost $96.88 Unrealized +47.9%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,016 Shares 9,476 Est. Cost $60.29 Unrealized +65.2%
MS MORGAN STANLEY 0.2%
Value ($000) $976 Shares 11,426 Est. Cost $77.39 Unrealized +1.3%
EOG EOG RES INC 0.2%
Value ($000) $965 Shares 8,433 Est. Cost $66.47 Unrealized +57.1%
AEE AMEREN CORP 0.2%
Value ($000) $948 Shares 11,604 Est. Cost $59.36 Unrealized +32.5%
ABT ABBOTT LABORATORIES 0.2%
Value ($000) $933 Shares 8,561 Est. Cost $100.69 Unrealized +0.8%
CTVA CORTEVA INC 0.2%
Value ($000) $889 Shares 15,510 Est. Cost $55.72 Unrealized +1.6%
CRM SALESFORCE INC 0.1%
Value ($000) $874 Shares 4,136 Est. Cost $89.35 Unrealized +125.7%
ICE INTERCONTINENTAL EXCHANGE 0.1%
Value ($000) $867 Shares 7,669 Est. Cost $53.57 Unrealized +95.4%
NXPI NXP SEMICONDUCTORS N V COM 0.1%
Value ($000) $865 Shares 4,226 Est. Cost $159.54 Unrealized +6.0%
XLF SELECT SECTOR FINANCIAL 0.1%
Value ($000) $850 Shares 25,230 Est. Cost $26.75 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $816 Shares 13,553 Est. Cost $41.28 Unrealized +38.9%
FISV FISERV INC USD 0.01 0.1%
Value ($000) $816 Shares 6,468 Est. Cost $47.12 Unrealized +149.8%
TGT TARGET CORP 0.1%
Value ($000) $789 Shares 5,983 Est. Cost $101.88 Unrealized +32.5%
MDT MEDTRONIC PLC 0.1%
Value ($000) $788 Shares 8,942 Est. Cost $87.69 Unrealized -9.5%
NOW SERVICENOW INC 0.1%
Value ($000) $769 Shares 1,369 Est. Cost $79.25 Unrealized +26.2%
CBOE CBOE GLOBAL MARKETS INC 0.1%
Value ($000) $763 Shares 5,528 Est. Cost $94.67 Unrealized +40.3%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $756 Shares 1,659 Est. Cost $296.60 Unrealized +46.3%
PFE PFIZER INC 0.1%
Value ($000) $749 Shares 20,410 Est. Cost $21.45 Unrealized +54.8%
LYB LYONDELLBASEIL INDU CL A 0.1%
Value ($000) $743 Shares 8,091 Est. Cost $74.16 Unrealized +2.4%
DIS DISNEY (WALT) COMPANY HOLDING CO 0.1%
Value ($000) $709 Shares 7,947 Est. Cost $67.16 Unrealized +37.8%
EL LAUDER ESTEE COS INC CL A 0.1%
Value ($000) $698 Shares 3,554 Est. Cost $257.78 Unrealized -21.8%
BIIB BIOGEN INC 0.1%
Value ($000) $669 Shares 2,348 Est. Cost $243.75 Unrealized +22.2%
WMT WAL-MART STORES INC COM 0.1%
Value ($000) $667 Shares 4,242 Est. Cost $38.58 Unrealized +26.9%
IWR ISHARES RUSSELL MID CAP INDEX 0.1%
Value ($000) $651 Shares 8,909 Est. Cost $880.42 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $631 Shares 5,786 Est. Cost $93.72 Unrealized +13.9%
PWR QUANTA SERVICES INC 0.1%
Value ($000) $631 Shares 3,211 Est. Cost $142.28 Unrealized +22.2%
XLE SECTOR SPDR TR ENERGY 0.1%
Value ($000) $590 Shares 7,269 Est. Cost $71.05 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $580 Shares 3,129 Est. Cost $75.69 Unrealized +125.3%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $568 Shares 10,987 Est. Cost $25.63 Unrealized +77.5%
MCK MCKESSON HBOC INC 0.1%
Value ($000) $554 Shares 1,296 Est. Cost $230.97 Unrealized +64.3%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $553 Shares 1,716 Est. Cost $323.21 Unrealized -4.7%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $532 Shares 4,394 Est. Cost $107.60 Unrealized +6.8%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $514 Shares 8,032 Est. Cost $43.77 Unrealized +34.7%
XLP SECTOR SPDR TR CONS STAPLES 0.1%
Value ($000) $497 Shares 6,704 Est. Cost $56.64 Unrealized
HOLX HOLOGIC INCORPORATED 0.1%
Value ($000) $497 Shares 6,134 Est. Cost $67.22 Unrealized +21.6%
MAR MARRIOTT INTL INC CLASS A 0.1%
Value ($000) $452 Shares 2,461 Est. Cost $89.64 Unrealized +88.5%
KMI KINDER MORGAN INC DE 0.1%
Value ($000) $435 Shares 25,265 Est. Cost $13.95 Unrealized +6.0%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $421 Shares 5,676 Est. Cost $56.41 Unrealized +24.1%
GFS GLOBAL FOUNDRIES INC 0.1%
Value ($000) $387 Shares 6,000 Est. Cost $62.07 Unrealized -2.5%
VZ VERIZON COMMUNICATIONS INC USD 0.1%
Value ($000) $380 Shares 10,217 Est. Cost $39.58 Unrealized -21.2%
ADSK AUTODESK INC 0.1%
Value ($000) $380 Shares 1,855 Est. Cost $136.19 Unrealized +46.8%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $373 Shares 956 Est. Cost $282.33 Unrealized +16.3%
DISCOVER FINANCIAL SERVICES 0.1%
Value ($000) $368 Shares 3,147 Est. Cost $2203.92 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $367 Shares 2,107 Est. Cost $110.91 Unrealized +40.8%
ACN ACCENTURE PLC 0.1%
Value ($000) $349 Shares 1,130 Est. Cost $205.38 Unrealized +36.2%
NKE NIKE INC CL B 0.1%
Value ($000) $346 Shares 3,133 Est. Cost $65.91 Unrealized +68.9%
MPC MARATHON PET CORP COM 0.1%
Value ($000) $338 Shares 2,895 Est. Cost $109.08 Unrealized +0.8%
INTC INTEL CORP 0.1%
Value ($000) $326 Shares 9,759 Est. Cost $42.58 Unrealized -27.8%
KR KROGER CO 0.1%
Value ($000) $323 Shares 6,875 Est. Cost $30.66 Unrealized +46.8%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $319 Shares 3,267 Est. Cost $51.74 Unrealized +63.3%
CTAS CINTAS CORP COM 0.1%
Value ($000) $305 Shares 614 Est. Cost $83.20 Unrealized +37.9%
CHTR CHARTER COMMUNICATIONS 0.0%
Value ($000) $294 Shares 801 Est. Cost $426.53 Unrealized -20.0%
CVS CVS CAREMARK CORP 0.0%
Value ($000) $268 Shares 3,874 Est. Cost $64.84 Unrealized -0.8%
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $258 Shares 5,263 Est. Cost $39.21 Unrealized +13.5%
EXPE EXPEDIA GROUP, INC 0.0%
Value ($000) $253 Shares 2,315 Est. Cost $97.23 Unrealized 0.0%
LEN LENNAR CORP COM 0.0%
Value ($000) $249 Shares 1,990 Est. Cost $87.20 Unrealized +20.6%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $246 Shares 1,836 Est. Cost $110.38 Unrealized +7.0%
CTBI COMMUNITY TRUST BANK 0.0%
Value ($000) $241 Shares 6,779 Est. Cost $23.48 Unrealized +37.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $240 Shares 704 Est. Cost $204.69 Unrealized +59.4%
TMUS T MOBILE US INC 0.0%
Value ($000) $239 Shares 1,723 Est. Cost $111.70 Unrealized +21.4%
GLW CORNING INCORPORATED 0.0%
Value ($000) $234 Shares 6,688 Est. Cost $30.36 Unrealized +0.8%
ABBV ABBVIE INC USD 0.01 0.0%
Value ($000) $232 Shares 1,722 Est. Cost $89.66 Unrealized +49.1%
CMI CUMMINS INC 0.0%
Value ($000) $228 Shares 931 Est. Cost $142.64 Unrealized +49.3%
T AT&T INC 0.0%
Value ($000) $225 Shares 14,088 Est. Cost $14.76 Unrealized +0.2%
PPG PPG INDS INC COM 0.0%
Value ($000) $206 Shares 1,391 Est. Cost $79.61 Unrealized +65.4%
AEP AMERICAN ELECTRIC POWER CO 0.0%
Value ($000) $202 Shares 2,400 Est. Cost $64.43 Unrealized +24.1%
IJT ISHARES TR SP SMCP600GR ETF 0.0%
Value ($000) $199 Shares 1,734 Est. Cost $116.30 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $198 Shares 4,437 Est. Cost $47.40 Unrealized -15.8%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $197 Shares 2,925 Est. Cost $59.62 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $197 Shares 2,199 Est. Cost $52.80 Unrealized +61.3%
VTWO VANGUARD RUSSELL 0.0%
Value ($000) $196 Shares 2,596 Est. Cost $100.08 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $190 Shares 720 Est. Cost $121.42 Unrealized +99.3%
MLM MARTIN MARIETTA MATLS 0.0%
Value ($000) $182 Shares 395 Est. Cost $89.34 Unrealized +334.7%
BA BOEING CO 0.0%
Value ($000) $176 Shares 835 Est. Cost $194.54 Unrealized +6.8%
MA MASTERCARD INCORPORATE 0.0%
Value ($000) $176 Shares 447 Est. Cost $328.39 Unrealized +12.6%
WM WASTE MANAGEMENT INC NEW 0.0%
Value ($000) $172 Shares 994 Est. Cost $94.29 Unrealized +68.4%
PSX PHILLIPS 66 0.0%
Value ($000) $169 Shares 1,776 Est. Cost $58.96 Unrealized +50.2%
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $168 Shares 764 Est. Cost $184.38 Unrealized +10.2%
TFC TRUIST FINANCIAL CORPORATION 0.0%
Value ($000) $167 Shares 5,510 Est. Cost $48.29 Unrealized -44.2%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $149 Shares 2,594 Est. Cost $43.77 Unrealized +29.9%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $145 Shares 591 Est. Cost $219.24 Unrealized +1.6%
GE GENERAL ELECTRIC CO COM 0.0%
Value ($000) $132 Shares 1,206 Est. Cost $63.01 Unrealized +26.7%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $129 Shares 1,156 Est. Cost $128.20 Unrealized -24.8%
LIN LINDE PLC NPV 0.0%
Value ($000) $128 Shares 335 Est. Cost $322.30 Unrealized +9.5%
XLY SELECT SECTOR CONS DISC 0.0%
Value ($000) $122 Shares 720 Est. Cost $124.06 Unrealized
EFAV ISHARES EDGE MSCI MIN VOL 0.0%
Value ($000) $122 Shares 1,807 Est. Cost $61.49 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $122 Shares 1,347 Est. Cost $49.40 Unrealized +62.1%
VPL VANGUARD MSCI PACIFIC ETF 0.0%
Value ($000) $120 Shares 1,717 Est. Cost $5349.72 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $113 Shares 2,500 Est. Cost $19.97 Unrealized +83.1%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $110 Shares 1,242 Est. Cost $82.07 Unrealized +0.6%
D DOMINION RES INC VA 0.0%
Value ($000) $108 Shares 2,087 Est. Cost $60.70 Unrealized -21.6%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $108 Shares 500 Est. Cost $129.74 Unrealized +57.7%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $102 Shares 1,209 Est. Cost $92.91 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $101 Shares 360 Est. Cost $196.27 Unrealized +26.3%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $95 Shares 1,505 Est. Cost $75.83 Unrealized -16.3%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $94 Shares 1,319 Est. Cost $27.09 Unrealized +0.3%
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value ($000) $90 Shares 6,040 Est. Cost $9.11 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $90 Shares 1,256 Est. Cost $54.68 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $90 Shares 2,709 Est. Cost $34.79 Unrealized -18.3%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $87 Shares 1,133 Est. Cost $50.85 Unrealized +43.4%
EQUITRANS MIDSTREAM CORP 0.0%
Value ($000) $87 Shares 9,060 Est. Cost $8.22 Unrealized
TSM TAIWAN SEMICONDUCTOR 0.0%
Value ($000) $87 Shares 858 Est. Cost $76.28 Unrealized
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $86 Shares 260 Est. Cost $72.19 Unrealized +310.7%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $84 Shares 633 Est. Cost $60.21 Unrealized +106.1%
FAST FASTENAL CO 0.0%
Value ($000) $76 Shares 1,294 Est. Cost $20.80 Unrealized +23.5%
CSX CSX CORP 0.0%
Value ($000) $75 Shares 2,214 Est. Cost $33.14 Unrealized -8.2%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $75 Shares 168 Est. Cost $319.83 Unrealized +38.4%
PYPL PAYPAL HLDGINGS INC 0.0%
Value ($000) $71 Shares 1,060 Est. Cost $106.66 Unrealized -36.2%
DOW DOW INC 0.0%
Value ($000) $70 Shares 1,319 Est. Cost $36.25 Unrealized +24.8%
ENVX ENOVIX CORP 0.0%
Value ($000) $68 Shares 3,760 Est. Cost $20.13 Unrealized -34.0%
IAU ISHARES GOLD TR NPV NEW 0.0%
Value ($000) $67 Shares 1,854 Est. Cost $33.68 Unrealized
VVV VALVOLINE INC 0.0%
Value ($000) $67 Shares 1,797 Est. Cost $32.67 Unrealized +11.2%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $67 Shares 761 Est. Cost $79.11 Unrealized -7.1%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $66 Shares 875 Est. Cost $60.48 Unrealized +14.6%
TE CONNECTIVITY LTD 0.0%
Value ($000) $63 Shares 450 Est. Cost $113.43 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $63 Shares 1,768 Est. Cost $40.09 Unrealized -16.2%
ECL ECOLAB INC COM 0.0%
Value ($000) $62 Shares 330 Est. Cost $136.41 Unrealized +22.7%
TRV TRAVELERS COS INC 0.0%
Value ($000) $59 Shares 340 Est. Cost $97.61 Unrealized +71.8%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $57 Shares 581 Est. Cost $63.16 Unrealized +46.1%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $56 Shares 502 Est. Cost $39.79 Unrealized +153.9%
ORLY O REILLY AUTOMOTIVE INC 0.0%
Value ($000) $55 Shares 75 Est. Cost $47.47 Unrealized +28.6%
IQV IQVIA HOLDINGS INC 0.0%
Value ($000) $55 Shares 245 Est. Cost $243.20 Unrealized -17.4%
IWF ISHARES RUSSELL 1000 GROWTH INDEX FUND 0.0%
Value ($000) $55 Shares 199 Est. Cost $218.22 Unrealized
BP BP AMOCO P L C 0.0%
Value ($000) $54 Shares 1,543 Est. Cost $3655.79 Unrealized
VTI VANGUARD TOTAL STOCK MKT ETF 0.0%
Value ($000) $54 Shares 244 Est. Cost $39688.94 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $51 Shares 695 Est. Cost $39.00 Unrealized +75.7%
XLI SECTOR SPDR INDUSTRIALS 0.0%
Value ($000) $49 Shares 452 Est. Cost $75.22 Unrealized
BAC BANKAMERICA CORP NEW 0.0%
Value ($000) $48 Shares 1,683 Est. Cost $31.82 Unrealized -16.4%
QAI IQ HEDGE MULTI-STRATEGY TRACKER ETF 0.0%
Value ($000) $48 Shares 1,614 Est. Cost $28.83 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $47 Shares 142 Est. Cost $268.27 Unrealized +2.9%
BX BLACKSTONE INC 0.0%
Value ($000) $46 Shares 496 Est. Cost $101.67 Unrealized -21.2%
FDX FEDEX CORPORATION 0.0%
Value ($000) $44 Shares 178 Est. Cost $248.40 Unrealized -13.0%
MMM 3M CO 0.0%
Value ($000) $43 Shares 425 Est. Cost $114.79 Unrealized -32.4%
HPQ HP INC COM 0.0%
Value ($000) $41 Shares 1,323 Est. Cost $30.42 Unrealized -10.8%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $40 Shares 114 Est. Cost $286.08 Unrealized +17.8%
AA ALCOA UPSTREAM CORP 0.0%
Value ($000) $40 Shares 1,182 Est. Cost $60.72 Unrealized -42.1%
DVN DEVON ENERGY CORPORATION NEW 0.0%
Value ($000) $37 Shares 770 Est. Cost $46.77 Unrealized -2.8%
NEM NEWMONT MINING CORP COM 0.0%
Value ($000) $37 Shares 870 Est. Cost $53.94 Unrealized -21.4%
GLD SPDR GOLD TR 0.0%
Value ($000) $36 Shares 200 Est. Cost $5927.38 Unrealized
EFV ISHARES TR EAFE VALUE ETF 0.0%
Value ($000) $34 Shares 700 Est. Cost $48.52 Unrealized
WBD WARNER BROS DISCOVERY INC NPV 0.0%
Value ($000) $33 Shares 2,662 Est. Cost $18.55 Unrealized -30.0%
LOB LIVE OAK BANCSHARES INC 0.0%
Value ($000) $32 Shares 1,221 Est. Cost $29.52 Unrealized -20.3%
CMBS ISHARES CMBS 0.0%
Value ($000) $31 Shares 669 Est. Cost $50.10 Unrealized
VB VANGUARD INDEX FDS SMALL CP ETF 0.0%
Value ($000) $30 Shares 153 Est. Cost $168.11 Unrealized
F FORD MOTOR COMPANY PAR $.01 0.0%
Value ($000) $30 Shares 2,000 Est. Cost $10.69 Unrealized 0.0%
DGRO ISHARES TR CORE DIVID GWTH 0.0%
Value ($000) $30 Shares 587 Est. Cost $51.52 Unrealized
IYC ISHARES US CONSUMER SERVICESETF 0.0%
Value ($000) $29 Shares 408 Est. Cost $97.43 Unrealized
IJJ ISHARES S&P MIDCAP 400 VALUE INDEX FUND 0.0%
Value ($000) $29 Shares 270 Est. Cost $102.77 Unrealized
RIO RIO TINTO PLC 0.0%
Value ($000) $27 Shares 429 Est. Cost $83.92 Unrealized
ENOV ENOVIS CORP 0.0%
Value ($000) $25 Shares 393 Est. Cost $56.94 Unrealized 0.0%
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $25 Shares 356 Est. Cost $172.50 Unrealized -43.6%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $25 Shares 1,500 Est. Cost $16.89 Unrealized -17.3%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $25 Shares 237 Est. Cost $90.22 Unrealized +4.7%
LEA LEAR CORP COMMON 0.0%
Value ($000) $24 Shares 165 Est. Cost $133.55 Unrealized -8.0%
GIS GENERAL MILLS INC 0.0%
Value ($000) $23 Shares 300 Est. Cost $36.19 Unrealized +114.1%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $22 Shares 250 Est. Cost $44.58 Unrealized +88.5%
LULU LULULEMON ATHLETICA INC USD 0.01 0.0%
Value ($000) $20 Shares 52 Est. Cost $213.75 Unrealized +72.6%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $19 Shares 380 Est. Cost $77.22 Unrealized -35.8%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $19 Shares 200 Est. Cost $62.65 Unrealized +35.5%
MRNA MODERNA INC 0.0%
Value ($000) $18 Shares 148 Est. Cost $104.16 Unrealized +28.1%
WSBC WESBANCO INC 0.0%
Value ($000) $18 Shares 700 Est. Cost $21.26 Unrealized +22.5%
ICUI ICU MEDIAL INC 0.0%
Value ($000) $18 Shares 100 Est. Cost $66.13 Unrealized +177.4%
SO SOUTHERN COMPANY 0.0%
Value ($000) $18 Shares 250 Est. Cost $51.93 Unrealized +25.8%
CP CANADIAN PAC KANS CITY LTD NPV 0.0%
Value ($000) $17 Shares 211 Est. Cost $77.51 Unrealized 0.0%
SIRIUS XM HLDGS INC 0.0%
Value ($000) $17 Shares 3,700 Est. Cost $5.12 Unrealized
BABA ALIBABA 0.0%
Value ($000) $17 Shares 200 Est. Cost $198.54 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $16 Shares 101 Est. Cost $121591.41 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $16 Shares 174 Est. Cost $66.50 Unrealized +11.0%
SHEL ROYAL DUTCH SHELL PLC NPV 0.0%
Value ($000) $14 Shares 230 Est. Cost $56.52 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $13 Shares 257 Est. Cost $22.18 Unrealized +121.2%
POSEIDA THERAPEUTICS INC 0.0%
Value ($000) $13 Shares 7,608 Est. Cost $6.95 Unrealized
LIVENT CORP 0.0%
Value ($000) $13 Shares 481 Est. Cost $21.71 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $13 Shares 174 Est. Cost $44.85 Unrealized +46.2%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $12 Shares 65 Est. Cost $166.16 Unrealized +2.6%
IWB ISHARES TR RUS 1000 ETF 0.0%
Value ($000) $12 Shares 48 Est. Cost $204.91 Unrealized
ESAB ESAB CORP 0.0%
Value ($000) $11 Shares 168 Est. Cost $60.13 Unrealized 0.0%
TRMB TRIMBLE NAVIGATION 0.0%
Value ($000) $11 Shares 200 Est. Cost $22.08 Unrealized +121.5%
IDXX IDEXX LABORATORIES INC COM 0.0%
Value ($000) $11 Shares 21 Est. Cost $512.93 Unrealized -6.6%
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $10 Shares 30 Est. Cost $20.44 Unrealized +48.3%
LUCID GROUP INC 0.0%
Value ($000) $10 Shares 1,475 Est. Cost $22.33 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $10 Shares 71 Est. Cost $138.91 Unrealized -0.4%
HAL HALLIBURTON COMPANY 0.0%
Value ($000) $10 Shares 305 Est. Cost $27.40 Unrealized +8.3%
BF/B BROWN FORMAN CORP CL B COM 0.0%
Value ($000) $10 Shares 150 Est. Cost $65.35 Unrealized -7.6%
DVY ISHARES DJ SELECT DIV ETF SELECT DIVID ETF 0.0%
Value ($000) $9 Shares 83 Est. Cost $113.29 Unrealized
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $9 Shares 292 Est. Cost $29.14 Unrealized -6.0%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $9 Shares 65 Est. Cost $110.62 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.0%
Value ($000) $9 Shares 145 Est. Cost $57.16 Unrealized -0.1%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $9 Shares 190 Est. Cost $32.24 Unrealized +11.3%
CF CF INDS HLDGS INC COM 0.0%
Value ($000) $9 Shares 125 Est. Cost $76.41 Unrealized -14.2%
ETN EATON CORP PLC 0.0%
Value ($000) $8 Shares 42 Est. Cost $160.16 Unrealized +6.4%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $8 Shares 60 Est. Cost $144.58 Unrealized
CLFD CLEARFIELD INC 0.0%
Value ($000) $8 Shares 172 Est. Cost $62.77 Unrealized -32.0%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $8 Shares 17 Est. Cost $513.25 Unrealized -4.6%
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $8 Shares 950 Est. Cost $12.42 Unrealized -44.0%
WFC WELLS FARGO & COMPANY NEW 0.0%
Value ($000) $7 Shares 165 Est. Cost $39.37 Unrealized -4.4%
ASML ASML HOLDING NV EUROPE 0.0%
Value ($000) $7 Shares 9 Est. Cost $680.67 Unrealized
CDNS CADENCE DESIGN SYSTEM INCORPORATED 0.0%
Value ($000) $6 Shares 26 Est. Cost $189.14 Unrealized +15.1%
VO VANGUARD MID CAP ETF 0.0%
Value ($000) $6 Shares 27 Est. Cost $203.81 Unrealized
AIG AMERICAN INTL GROUP 0.0%
Value ($000) $6 Shares 100 Est. Cost $44.32 Unrealized +14.2%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $5 Shares 36 Est. Cost $299.98 Unrealized -62.0%
ICLR ICON PLC 0.0%
Value ($000) $5 Shares 20 Est. Cost $217.64 Unrealized -2.4%
LUMINAR TECHNOLOGIES 0.0%
Value ($000) $5 Shares 700 Est. Cost $7.55 Unrealized
WOR WORTHINGTON IND INC 0.0%
Value ($000) $5 Shares 68 Est. Cost $20.24 Unrealized +83.0%
PANW PALO ALTO NETWORKS INCORPORATED 0.0%
Value ($000) $5 Shares 18 Est. Cost $84.74 Unrealized +22.8%
RCI ROGERS COMMUNICATIONS INC CL B NON-VTG 0.0%
Value ($000) $5 Shares 100 Est. Cost $47.39 Unrealized -1.1%
EBS EMERGENT BIO SOLUTIONS 0.0%
Value ($000) $5 Shares 621 Est. Cost $77.10 Unrealized -88.0%
JOE ST JOE CORPORATION 0.0%
Value ($000) $4 Shares 92 Est. Cost $35.80 Unrealized +21.7%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $4 Shares 94 Est. Cost $63.28 Unrealized -35.6%
NET CLOUDFLARE INC 0.0%
Value ($000) $4 Shares 65 Est. Cost $54.68 Unrealized +9.1%
CPRI CAPRI HOLDINGS LTD 0.0%
Value ($000) $4 Shares 100 Est. Cost $43.70 Unrealized -9.2%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $3 Shares 54 Est. Cost $41.65 Unrealized +15.6%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $3 Shares 17 Est. Cost $135.10 Unrealized +7.0%
IJS ISHARES S&P MIDCAP 600 VALUE INDEX FUND 0.0%
Value ($000) $2 Shares 24 Est. Cost $83.33 Unrealized
DPZ DOMINO'S PIZZA INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $68.05 Unrealized +346.4%
SYY SYSCO CORP COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $70.68 Unrealized -3.0%
WST WEST PHARMACEUTICAL SVSC INCORPORATED 0.0%
Value ($000) $1 Shares 3 Est. Cost $290.04 Unrealized +22.3%
APPHARVEST INC 0.0%
Value ($000) $1 Shares 2,966 Est. Cost $3.24 Unrealized
TDIV FIRST TR EXCHANGE TRADED FD VI 0.0%
Value ($000) $1 Shares 17 Est. Cost $54.06 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $11194.53 Unrealized
CATALENT INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $133.07 Unrealized
ADR OATLY GROUP AB 0.0%
Value ($000) $1 Shares 324 Est. Cost $14.57 Unrealized
DJT DIGITAL WOLRD ACQUISITON 0.0%
Value ($000) $1 Shares 50 Est. Cost $45.24 Unrealized -71.0%
XYZ BLOCK INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $242.22 Unrealized -74.2%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $28.20 Unrealized
IBRX IMMUNITYBIO INC 0.0%
Value ($000) $0 Shares 80 Est. Cost $4.02 Unrealized -29.6%
CFRXQ CONTRAFECT CORP 0.0%
Value ($000) $0 Shares 14 Est. Cost $4.70 Unrealized -66.4%