CENTRAL BANK & TRUST CO Diversified Active

CIK: 0001175954 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 9, 2024

Total Value ($000): $645,208 (100.0% shares, 0.0% debt)

Holdings (351)

NVDA NVIDIA CORP COM 6.5%
Value ($000) $42,089 Shares 84,993 Est. Cost $15.70 Unrealized +195.1%
AGG ISHARES TR CORE US AGGREGATE BOND ETF 3.2%
Value ($000) $20,684 Shares 208,403 Est. Cost $104.09 Unrealized
AAPL APPLE INC 3.1%
Value ($000) $19,862 Shares 103,162 Est. Cost $88.36 Unrealized +106.9%
SPY SPDR S&P 500 ETF TRUST 3.1%
Value ($000) $19,818 Shares 41,696 Est. Cost $15067.15 Unrealized
MSFT MICROSOFT CORP 2.6%
Value ($000) $16,850 Shares 44,812 Est. Cost $136.99 Unrealized +155.8%
GOOGL ALPHABET INC CAP STK CL A 2.5%
Value ($000) $16,432 Shares 117,633 Est. Cost $106.20 Unrealized +25.6%
VWO VANGUARD FTSE EMERGING MARKETS ETF 2.5%
Value ($000) $16,099 Shares 391,793 Est. Cost $763.29 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 2.3%
Value ($000) $14,808 Shares 24,821 Est. Cost $119.63 Unrealized +382.1%
AMZN AMAZON COM INC 2.0%
Value ($000) $12,979 Shares 85,426 Est. Cost $120.57 Unrealized +16.3%
URI UNITED RENTALS INC 1.9%
Value ($000) $12,352 Shares 21,541 Est. Cost $135.92 Unrealized +240.4%
COST COSTCO WHOLESALE CORP 1.9%
Value ($000) $12,077 Shares 18,297 Est. Cost $133.44 Unrealized +329.8%
INTU INTUIT INC 1.8%
Value ($000) $11,456 Shares 18,329 Est. Cost $210.09 Unrealized +159.3%
V VISA INC CLASS A 1.7%
Value ($000) $10,712 Shares 41,148 Est. Cost $68.04 Unrealized +256.7%
SPGI S&P GLOBAL INC 1.6%
Value ($000) $10,637 Shares 24,147 Est. Cost $147.69 Unrealized +162.9%
UNH UNITEDHEALTH GROUP INC COM 1.6%
Value ($000) $10,335 Shares 19,631 Est. Cost $170.17 Unrealized +200.5%
META META PLATFORMS INC 1.6%
Value ($000) $10,180 Shares 28,762 Est. Cost $203.26 Unrealized +59.1%
MDY SPDR S&P MIDCAP 400 ETF TRUST 1.6%
Value ($000) $10,024 Shares 19,756 Est. Cost $24190.60 Unrealized
EFA ISHARES MSCI EAFE INDEX FD 1.5%
Value ($000) $9,562 Shares 126,908 Est. Cost $64.40 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.4%
Value ($000) $8,962 Shares 187,105 Est. Cost $40.37 Unrealized
IWM I SHARES RUSSELL 2000 1.4%
Value ($000) $8,856 Shares 44,123 Est. Cost $7267.91 Unrealized
CAT CATERPILLAR INC 1.3%
Value ($000) $8,578 Shares 29,014 Est. Cost $212.44 Unrealized +18.3%
ACM AECOM TECHNOLOGY CORP 1.3%
Value ($000) $8,565 Shares 92,663 Est. Cost $62.86 Unrealized +32.0%
LAM RESEARCH CORP COM 1.3%
Value ($000) $8,404 Shares 10,730 Est. Cost $340.39 Unrealized
AZO AUTOZONE INC 1.3%
Value ($000) $8,251 Shares 3,191 Est. Cost $2056.62 Unrealized +26.1%
AMGN AMGEN INC 1.3%
Value ($000) $8,213 Shares 28,515 Est. Cost $140.93 Unrealized +81.0%
ISRG INTUITIVE SURGICAL INC 1.2%
Value ($000) $8,015 Shares 23,758 Est. Cost $283.51 Unrealized +5.1%
HYG ISHARES TR IBOXX USD HIGH YIELD CORP ETF 1.2%
Value ($000) $7,992 Shares 103,280 Est. Cost $83.09 Unrealized
NUE NUCOR CORP 1.2%
Value ($000) $7,781 Shares 44,711 Est. Cost $90.78 Unrealized +68.9%
DHI D R HORTON INC 1.2%
Value ($000) $7,562 Shares 49,754 Est. Cost $52.53 Unrealized +129.5%
EMXC ETF ISHARES INC MSCI EMR EX CHINA 1.1%
Value ($000) $7,328 Shares 132,279 Est. Cost $55.40 Unrealized
FLMI FRANKLIN DYNAMIC MUNICIPAL BOND ETF 1.1%
Value ($000) $7,212 Shares 297,405 Est. Cost $23.47 Unrealized
EEM ISHARES MSCI EMER MKTS IDX MARKETS INDEX 1.1%
Value ($000) $7,185 Shares 178,736 Est. Cost $38.26 Unrealized
DE DEERE & CO 1.1%
Value ($000) $7,013 Shares 17,539 Est. Cost $365.05 Unrealized +0.0%
VLO VALERO ENERGY CORP 1.1%
Value ($000) $6,998 Shares 53,829 Est. Cost $82.58 Unrealized +44.5%
CMCSA COMCAST CORP NEW CL A 1.1%
Value ($000) $6,945 Shares 158,411 Est. Cost $32.98 Unrealized +21.6%
ODFL OLD DOMINI COM USD 0.10 1.0%
Value ($000) $6,631 Shares 16,361 Est. Cost $165.07 Unrealized +18.6%
MRK MERCK & CO INC NEW 1.0%
Value ($000) $6,529 Shares 59,892 Est. Cost $87.54 Unrealized +10.6%
QCOM QUALCOMM INC 1.0%
Value ($000) $6,446 Shares 44,568 Est. Cost $77.78 Unrealized +52.1%
CMBS ISHARES CMBS 1.0%
Value ($000) $6,445 Shares 137,746 Est. Cost $45.43 Unrealized
MCO MOODYS CORP COM 0.9%
Value ($000) $6,072 Shares 15,547 Est. Cost $228.80 Unrealized +49.4%
SHW SHERWIN WILLIAMS CO COM 0.9%
Value ($000) $5,912 Shares 18,957 Est. Cost $227.55 Unrealized +16.0%
DKS DICK'S SPORTING GOODS 0.9%
Value ($000) $5,808 Shares 39,526 Est. Cost $71.39 Unrealized +62.1%
VWOB VANGUARD EMERG MKTS GOV BND ETF 0.9%
Value ($000) $5,495 Shares 86,202 Est. Cost $69.58 Unrealized
SCZ ISHARES TR EAFE SML CP ETF 0.8%
Value ($000) $5,357 Shares 86,547 Est. Cost $56.84 Unrealized
PGR PROGRESSIVE CORP OHIO 0.8%
Value ($000) $5,286 Shares 33,188 Est. Cost $102.23 Unrealized +40.2%
HSY HERSHEY COMPANY 0.8%
Value ($000) $5,143 Shares 27,583 Est. Cost $102.79 Unrealized +72.8%
CB CHUBB LIMITED COM 0.8%
Value ($000) $4,995 Shares 22,100 Est. Cost $190.11 Unrealized +12.4%
KMI KINDER MORGAN INC DE 0.7%
Value ($000) $4,758 Shares 269,883 Est. Cost $15.24 Unrealized +0.6%
NTAP NETAPP INC 0.7%
Value ($000) $4,754 Shares 53,931 Est. Cost $62.13 Unrealized +24.0%
TSCO TRACTOR SUPPLY CO COM 0.7%
Value ($000) $4,668 Shares 21,707 Est. Cost $41.36 Unrealized -4.8%
ZTS ZOETIS INC 0.7%
Value ($000) $4,649 Shares 23,556 Est. Cost $136.37 Unrealized +26.8%
WMB WILLIAMS COS INC 0.7%
Value ($000) $4,371 Shares 125,536 Est. Cost $26.74 Unrealized +20.3%
AMAT APPLIED MATERIALS INC 0.6%
Value ($000) $3,982 Shares 24,568 Est. Cost $84.15 Unrealized +71.3%
GILD GILEAD SCIENCES INC 0.6%
Value ($000) $3,684 Shares 45,473 Est. Cost $72.35 Unrealized -0.2%
IJH ISHARES TR S&P MIDCAP 400 0.6%
Value ($000) $3,654 Shares 13,186 Est. Cost $177.04 Unrealized
SYK STRYKER CORP COM 0.5%
Value ($000) $3,487 Shares 11,644 Est. Cost $121.66 Unrealized +125.9%
RJF RAYMOND JAMES FINANCIAL INC 0.5%
Value ($000) $3,282 Shares 29,439 Est. Cost $104.60 Unrealized -4.6%
EMB ISHARES TR JP MOR EM MK ETF 0.5%
Value ($000) $3,266 Shares 36,674 Est. Cost $85.62 Unrealized
IJR ISHARES S&P SMALLCAP 600 INDEX FUND 0.5%
Value ($000) $3,248 Shares 30,004 Est. Cost $76.03 Unrealized
SCHW CHARLES SCHWAB CORP 0.5%
Value ($000) $3,134 Shares 45,567 Est. Cost $56.24 Unrealized -0.2%
PG PROCTER AND GAMBLE CO COM 0.5%
Value ($000) $3,114 Shares 21,253 Est. Cost $96.63 Unrealized +45.5%
MCD MCDONALDS CORP 0.5%
Value ($000) $2,917 Shares 9,839 Est. Cost $208.29 Unrealized +24.2%
JPM J P MORGAN CHASE & CO 0.4%
Value ($000) $2,863 Shares 16,833 Est. Cost $115.68 Unrealized +25.3%
KMB KIMBERLY-CLARK CORP 0.4%
Value ($000) $2,646 Shares 21,778 Est. Cost $113.02 Unrealized -1.6%
UNP UNION PACIFIC CORP 0.4%
Value ($000) $2,295 Shares 9,343 Est. Cost $136.22 Unrealized +53.6%
KLAC KLA-TENCOR CORPORATION 0.3%
Value ($000) $1,993 Shares 3,429 Est. Cost $343.96 Unrealized +48.5%
NFLX NETFLIX COM 0.3%
Value ($000) $1,942 Shares 3,988 Est. Cost $40.53 Unrealized +7.7%
TJX TJX COS INC NEW 0.3%
Value ($000) $1,835 Shares 19,566 Est. Cost $42.22 Unrealized +106.7%
LOW LOWES COS INC COM 0.3%
Value ($000) $1,828 Shares 8,216 Est. Cost $86.54 Unrealized +125.0%
HUM HUMANA INC 0.3%
Value ($000) $1,823 Shares 3,983 Est. Cost $100.91 Unrealized +375.4%
LLY LILLY ELI & CO 0.3%
Value ($000) $1,809 Shares 3,104 Est. Cost $170.80 Unrealized +236.7%
XEL XCEL ENERGY INC 0.3%
Value ($000) $1,710 Shares 27,631 Est. Cost $38.24 Unrealized +45.1%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $1,696 Shares 3,742 Est. Cost $388.19 Unrealized +7.5%
AVGO BROADCOM INC 0.3%
Value ($000) $1,691 Shares 1,515 Est. Cost $45.66 Unrealized +102.0%
HD HOME DEPOT INC 0.3%
Value ($000) $1,669 Shares 4,817 Est. Cost $140.01 Unrealized +109.8%
CBOE CBOE GLOBAL MARKETS INC 0.3%
Value ($000) $1,647 Shares 9,222 Est. Cost $123.27 Unrealized +36.3%
XLV SECTOR SPDR TR FUND HEALTH CARE 0.2%
Value ($000) $1,583 Shares 11,604 Est. Cost $108.96 Unrealized
DHR DANAHER CORP DEL COM 0.2%
Value ($000) $1,575 Shares 6,808 Est. Cost $227.64 Unrealized -7.6%
IVV ISHARES S&P 500 INDEX FUND US 0.2%
Value ($000) $1,557 Shares 3,260 Est. Cost $938.74 Unrealized
VNQ VANGUARD INDEX FDS REIT #986 0.2%
Value ($000) $1,532 Shares 17,343 Est. Cost $9838.82 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,527 Shares 15,275 Est. Cost $74.50 Unrealized +31.0%
WMT WAL-MART STORES INC COM 0.2%
Value ($000) $1,515 Shares 9,608 Est. Cost $45.88 Unrealized +12.6%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $1,508 Shares 2,842 Est. Cost $350.01 Unrealized +37.4%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,489 Shares 9,498 Est. Cost $106.14 Unrealized +35.3%
APD AIR PRODUCTS & CHEMICALS 0.2%
Value ($000) $1,404 Shares 5,129 Est. Cost $227.18 Unrealized +14.1%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $1,368 Shares 6,522 Est. Cost $81.58 Unrealized +111.2%
ABT ABBOTT LABORATORIES 0.2%
Value ($000) $1,316 Shares 11,956 Est. Cost $99.53 Unrealized -3.5%
REGN REGENERON PHARMACEUTICALS 0.2%
Value ($000) $1,306 Shares 1,487 Est. Cost $584.42 Unrealized +40.1%
XLK SECTOR SPDR TR - SHS BEN INT TECHNOLOGY 0.2%
Value ($000) $1,306 Shares 6,783 Est. Cost $192.48 Unrealized
ORCL ORACLE CORPORATION 0.2%
Value ($000) $1,272 Shares 12,065 Est. Cost $29.31 Unrealized +264.1%
GPC GENUINE PARTS CO 0.2%
Value ($000) $1,271 Shares 9,176 Est. Cost $129.02 Unrealized -0.4%
MAS MASCO CORPORATION 0.2%
Value ($000) $1,251 Shares 18,684 Est. Cost $26.72 Unrealized +109.6%
BLACKROCK INC 0.2%
Value ($000) $1,169 Shares 1,440 Est. Cost $650.17 Unrealized
SBUX STARBUCKS CORPORATION 0.2%
Value ($000) $1,158 Shares 12,066 Est. Cost $53.31 Unrealized +72.9%
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $1,109 Shares 21,952 Est. Cost $36.84 Unrealized +30.2%
IWR ISHARES RUSSELL MID CAP INDEX 0.2%
Value ($000) $1,096 Shares 14,106 Est. Cost $578.88 Unrealized
TSLA TESLA, INC 0.2%
Value ($000) $1,080 Shares 4,347 Est. Cost $217.31 Unrealized +9.4%
EQT EQT CORP 0.2%
Value ($000) $1,072 Shares 27,725 Est. Cost $13.78 Unrealized +185.1%
NXPI NXP SEMICONDUCTORS N V COM 0.2%
Value ($000) $1,041 Shares 4,533 Est. Cost $162.09 Unrealized +19.4%
PH PARKER HANNIFIN CORP 0.2%
Value ($000) $1,003 Shares 2,178 Est. Cost $351.55 Unrealized +15.8%
CVX CHEVRON CORPORATION 0.2%
Value ($000) $992 Shares 6,654 Est. Cost $98.35 Unrealized +40.1%
CTVA CORTEVA INC 0.2%
Value ($000) $981 Shares 20,467 Est. Cost $53.73 Unrealized -13.4%
ACN ACCENTURE PLC 0.2%
Value ($000) $969 Shares 2,762 Est. Cost $268.47 Unrealized +16.5%
XLU SECTOR SPDR UTILITIES 0.1%
Value ($000) $952 Shares 15,035 Est. Cost $65.84 Unrealized
UPS UNITED PARCEL SERVICE 0.1%
Value ($000) $934 Shares 5,942 Est. Cost $138.54 Unrealized -3.1%
EOG EOG RES INC 0.1%
Value ($000) $934 Shares 7,724 Est. Cost $68.68 Unrealized +68.3%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $905 Shares 6,140 Est. Cost $88.45 Unrealized +33.2%
XLF SELECT SECTOR FINANCIAL 0.1%
Value ($000) $873 Shares 23,223 Est. Cost $26.75 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $865 Shares 1,847 Est. Cost $310.42 Unrealized +45.6%
FISV FISERV INC USD 0.01 0.1%
Value ($000) $859 Shares 6,468 Est. Cost $47.12 Unrealized +160.4%
AEE AMEREN CORP 0.1%
Value ($000) $839 Shares 11,593 Est. Cost $59.36 Unrealized +19.6%
NOW SERVICENOW INC 0.1%
Value ($000) $826 Shares 1,169 Est. Cost $79.25 Unrealized +59.1%
ICE INTERCONTINENTAL EXCHANGE 0.1%
Value ($000) $812 Shares 6,320 Est. Cost $53.57 Unrealized +106.1%
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $806 Shares 3,076 Est. Cost $139.60 Unrealized +62.8%
LYB LYONDELLBASEIL INDU CL A 0.1%
Value ($000) $777 Shares 8,171 Est. Cost $74.40 Unrealized +7.3%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $777 Shares 5,511 Est. Cost $113.16 Unrealized +19.0%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $767 Shares 3,147 Est. Cost $212.33 Unrealized +11.4%
KO COCA COLA CO 0.1%
Value ($000) $767 Shares 13,018 Est. Cost $41.28 Unrealized +29.0%
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $766 Shares 4,493 Est. Cost $89.53 Unrealized +62.5%
ADP AUTOMATIC DATA PROCESSING 0.1%
Value ($000) $724 Shares 3,106 Est. Cost $213.26 Unrealized +4.1%
PWR QUANTA SERVICES INC 0.1%
Value ($000) $700 Shares 3,246 Est. Cost $143.13 Unrealized +28.7%
EXPE EXPEDIA GROUP, INC 0.1%
Value ($000) $677 Shares 4,459 Est. Cost $103.48 Unrealized +17.4%
CRM SALESFORCE INC 0.1%
Value ($000) $666 Shares 2,532 Est. Cost $89.35 Unrealized +150.3%
MCK MCKESSON HBOC INC 0.1%
Value ($000) $665 Shares 1,436 Est. Cost $253.06 Unrealized +77.9%
PEP PEPSICO INC 0.1%
Value ($000) $656 Shares 3,864 Est. Cost $90.32 Unrealized +70.2%
VOO VANGUARD INDEX FUNDS S&P 500 ETF 0.1%
Value ($000) $642 Shares 1,469 Est. Cost $345.55 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $641 Shares 4,579 Est. Cost $93.72 Unrealized +33.1%
ALB ALBEMARLE COM 0.1%
Value ($000) $641 Shares 4,435 Est. Cost $135.29 Unrealized -2.3%
PFE PFIZER INC 0.1%
Value ($000) $603 Shares 20,950 Est. Cost $21.57 Unrealized +22.4%
MDT MEDTRONIC PLC 0.1%
Value ($000) $599 Shares 7,274 Est. Cost $87.69 Unrealized -18.5%
MS MORGAN STANLEY 0.1%
Value ($000) $570 Shares 6,115 Est. Cost $77.39 Unrealized -3.3%
MAR MARRIOTT INTL INC CLASS A 0.1%
Value ($000) $563 Shares 2,497 Est. Cost $91.14 Unrealized +117.8%
DIS DISNEY (WALT) COMPANY HOLDING CO 0.1%
Value ($000) $561 Shares 6,217 Est. Cost $67.16 Unrealized +28.4%
AVUV AVANTIS US SMALL CAP VALUE ETF 0.1%
Value ($000) $552 Shares 6,151 Est. Cost $89.80 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $547 Shares 3,840 Est. Cost $101.88 Unrealized +10.9%
ABBV ABBVIE INC USD 0.01 0.1%
Value ($000) $529 Shares 3,414 Est. Cost $112.49 Unrealized +20.7%
XLP SECTOR SPDR TR CONS STAPLES 0.1%
Value ($000) $522 Shares 7,241 Est. Cost $57.67 Unrealized
BIIB BIOGEN INC 0.1%
Value ($000) $472 Shares 1,826 Est. Cost $243.75 Unrealized +0.8%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $468 Shares 7,703 Est. Cost $55.73 Unrealized -4.1%
STZ CONSTELLATION BRANDS INC CL A 0.1%
Value ($000) $465 Shares 1,922 Est. Cost $232.33 Unrealized -1.9%
NKE NIKE INC CL B 0.1%
Value ($000) $444 Shares 4,093 Est. Cost $74.60 Unrealized +38.1%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $444 Shares 4,571 Est. Cost $68.91 Unrealized +21.7%
D DOMINION ENERGY INC 0.1%
Value ($000) $421 Shares 8,949 Est. Cost $47.92 Unrealized -16.2%
MPC MARATHON PET CORP COM 0.1%
Value ($000) $407 Shares 2,746 Est. Cost $109.08 Unrealized +30.2%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $395 Shares 2,107 Est. Cost $110.91 Unrealized +41.6%
IAU ISHARES GOLD TR NPV NEW 0.1%
Value ($000) $386 Shares 9,882 Est. Cost $38.02 Unrealized
EA ELECTRONIC ARTS 0.1%
Value ($000) $375 Shares 2,739 Est. Cost $128.28 Unrealized +1.9%
GFS GLOBAL FOUNDRIES INC 0.1%
Value ($000) $364 Shares 6,000 Est. Cost $62.07 Unrealized -10.7%
GLW CORNING INCORPORATED 0.1%
Value ($000) $363 Shares 11,909 Est. Cost $29.80 Unrealized -9.0%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $361 Shares 2,655 Est. Cost $109.70 Unrealized +5.7%
60 DEGREES PHARMACEUTICAL 0.1%
Value ($000) $361 Shares 357,000 Est. Cost $0.74 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $337 Shares 6,572 Est. Cost $43.77 Unrealized +7.4%
DISCOVER FINANCIAL SERVICES 0.1%
Value ($000) $335 Shares 2,983 Est. Cost $2203.92 Unrealized
GE GENERAL ELECTRIC CO COM 0.0%
Value ($000) $316 Shares 2,478 Est. Cost $77.62 Unrealized +17.8%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $307 Shares 3,267 Est. Cost $51.74 Unrealized +61.8%
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $299 Shares 5,754 Est. Cost $40.72 Unrealized +25.8%
CTBI COMMUNITY TRUST BANK 0.0%
Value ($000) $297 Shares 6,779 Est. Cost $23.48 Unrealized +54.4%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $296 Shares 6,851 Est. Cost $33.40 Unrealized -0.9%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $293 Shares 1,794 Est. Cost $110.38 Unrealized +28.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $287 Shares 806 Est. Cost $223.21 Unrealized +57.3%
HOLX HOLOGIC INCORPORATED 0.0%
Value ($000) $285 Shares 3,982 Est. Cost $67.22 Unrealized +3.6%
CVS CVS CAREMARK CORP 0.0%
Value ($000) $276 Shares 3,491 Est. Cost $64.84 Unrealized +0.9%
INTC INTEL CORP 0.0%
Value ($000) $275 Shares 5,466 Est. Cost $42.58 Unrealized -6.0%
PNC PNC FINANCIAL SERVICES GROUPINC 0.0%
Value ($000) $264 Shares 1,705 Est. Cost $104.04 Unrealized +15.3%
MA MASTERCARD INCORPORATE 0.0%
Value ($000) $256 Shares 601 Est. Cost $346.00 Unrealized +14.8%
XLE SECTOR SPDR TR ENERGY 0.0%
Value ($000) $255 Shares 3,037 Est. Cost $71.05 Unrealized
CTAS CINTAS CORP COM 0.0%
Value ($000) $251 Shares 416 Est. Cost $83.20 Unrealized +58.3%
PSX PHILLIPS 66 0.0%
Value ($000) $236 Shares 1,776 Est. Cost $58.96 Unrealized +88.3%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $231 Shares 3,023 Est. Cost $69.58 Unrealized 0.0%
T AT&T INC 0.0%
Value ($000) $220 Shares 13,113 Est. Cost $14.71 Unrealized -3.4%
IJT ISHARES TR SP SMCP600GR ETF 0.0%
Value ($000) $217 Shares 1,734 Est. Cost $116.30 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $211 Shares 3,502 Est. Cost $53.42 Unrealized +0.3%
VTWO VANGUARD RUSSELL 0.0%
Value ($000) $210 Shares 2,590 Est. Cost $100.08 Unrealized
TMUS T MOBILE US INC 0.0%
Value ($000) $209 Shares 1,302 Est. Cost $111.70 Unrealized +28.2%
PPG PPG INDS INC COM 0.0%
Value ($000) $208 Shares 1,391 Est. Cost $79.61 Unrealized +61.9%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $206 Shares 2,925 Est. Cost $59.62 Unrealized
VB VANGUARD INDEX FDS SMALL CP ETF 0.0%
Value ($000) $197 Shares 925 Est. Cost $206.39 Unrealized
MLM MARTIN MARIETTA MATLS 0.0%
Value ($000) $197 Shares 395 Est. Cost $89.34 Unrealized +398.4%
AEP AMERICAN ELECTRIC POWER CO 0.0%
Value ($000) $195 Shares 2,400 Est. Cost $64.43 Unrealized +11.3%
KR KROGER CO 0.0%
Value ($000) $187 Shares 4,084 Est. Cost $30.66 Unrealized +38.3%
CINF CINCINNATI FINANCIAL CORP 0.0%
Value ($000) $171 Shares 1,655 Est. Cost $96.11 Unrealized 0.0%
BA BOEING CO 0.0%
Value ($000) $171 Shares 655 Est. Cost $194.54 Unrealized +9.9%
CHTR CHARTER COMMUNICATIONS 0.0%
Value ($000) $169 Shares 434 Est. Cost $426.53 Unrealized -4.4%
TFC TRUIST FINANCIAL CORPORATION 0.0%
Value ($000) $159 Shares 4,300 Est. Cost $48.29 Unrealized -41.6%
WM WASTE MANAGEMENT INC NEW 0.0%
Value ($000) $158 Shares 884 Est. Cost $94.29 Unrealized +72.3%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $139 Shares 283 Est. Cost $427.31 Unrealized -1.3%
LIN LINDE PLC NPV 0.0%
Value ($000) $138 Shares 335 Est. Cost $322.30 Unrealized +19.0%
VZ VERIZON COMMUNICATIONS INC USD 0.0%
Value ($000) $138 Shares 3,648 Est. Cost $39.58 Unrealized -21.7%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $130 Shares 500 Est. Cost $129.74 Unrealized +80.5%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $128 Shares 1,505 Est. Cost $75.83 Unrealized -2.9%
VPL VANGUARD MSCI PACIFIC ETF 0.0%
Value ($000) $124 Shares 1,717 Est. Cost $5349.72 Unrealized
ORLY O REILLY AUTOMOTIVE INC 0.0%
Value ($000) $124 Shares 130 Est. Cost $54.12 Unrealized +16.8%
XLI SECTOR SPDR INDUSTRIALS 0.0%
Value ($000) $123 Shares 1,079 Est. Cost $94.56 Unrealized
XLY SELECT SECTOR CONS DISC 0.0%
Value ($000) $123 Shares 686 Est. Cost $124.06 Unrealized
TSM TAIWAN SEMICONDUCTOR 0.0%
Value ($000) $117 Shares 1,126 Est. Cost $82.88 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $114 Shares 1,174 Est. Cost $49.40 Unrealized +78.3%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $111 Shares 1,028 Est. Cost $128.20 Unrealized -30.0%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $110 Shares 1,383 Est. Cost $54.63 Unrealized +31.3%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $108 Shares 1,882 Est. Cost $43.77 Unrealized +22.1%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $108 Shares 1,403 Est. Cost $27.20 Unrealized +6.6%
CI THE CIGNA GROUP 0.0%
Value ($000) $108 Shares 360 Est. Cost $196.27 Unrealized +43.1%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $108 Shares 737 Est. Cost $257.78 Unrealized -50.7%
CMI CUMMINS INC 0.0%
Value ($000) $107 Shares 445 Est. Cost $142.64 Unrealized +52.0%
FAST FASTENAL CO 0.0%
Value ($000) $104 Shares 1,599 Est. Cost $24.12 Unrealized +18.9%
MO ALTRIA GROUP INC 0.0%
Value ($000) $101 Shares 2,500 Est. Cost $19.97 Unrealized +74.3%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $101 Shares 261 Est. Cost $323.21 Unrealized -1.7%
MMM 3M CO 0.0%
Value ($000) $99 Shares 907 Est. Cost $93.93 Unrealized -19.6%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $99 Shares 260 Est. Cost $72.19 Unrealized +362.0%
FLR FLUOR CORP 0.0%
Value ($000) $98 Shares 2,497 Est. Cost $36.95 Unrealized 0.0%
BF/B BROWN FORMAN CORP CL B COM 0.0%
Value ($000) $98 Shares 1,710 Est. Cost $55.37 Unrealized -1.7%
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value ($000) $96 Shares 6,040 Est. Cost $9.11 Unrealized
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $95 Shares 585 Est. Cost $60.21 Unrealized +147.0%
EQUITRANS MIDSTREAM CORP 0.0%
Value ($000) $92 Shares 9,060 Est. Cost $8.22 Unrealized
VGSH VANGUARD SHORT TERM TREASURY ETF 0.0%
Value ($000) $92 Shares 1,574 Est. Cost $57.59 Unrealized
VGIT VANGUARD INTERMEDIATE TERM TREASURY 0.0%
Value ($000) $81 Shares 1,370 Est. Cost $57.15 Unrealized
AA ALCOA UPSTREAM CORP 0.0%
Value ($000) $81 Shares 2,384 Est. Cost $38.20 Unrealized -31.0%
AGNC AGNC INV C COM 0.0%
Value ($000) $80 Shares 8,175 Est. Cost $9.81 Unrealized
ENB ENBRIDGE INC NPV 0.0%
Value ($000) $79 Shares 2,204 Est. Cost $29.41 Unrealized 0.0%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $79 Shares 168 Est. Cost $319.83 Unrealized +39.7%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $79 Shares 761 Est. Cost $79.11 Unrealized +9.5%
DOW DOW INC 0.0%
Value ($000) $77 Shares 1,403 Est. Cost $36.75 Unrealized +21.5%
CSX CSX CORP 0.0%
Value ($000) $77 Shares 2,214 Est. Cost $33.14 Unrealized -6.9%
QAI IQ HEDGE MULTI-STRATEGY TRACKER ETF 0.0%
Value ($000) $77 Shares 2,546 Est. Cost $29.27 Unrealized
LEN LENNAR CORP COM 0.0%
Value ($000) $76 Shares 508 Est. Cost $87.20 Unrealized +34.0%
IWF ISHARES RUSSELL 1000 GROWTH INDEX FUND 0.0%
Value ($000) $75 Shares 248 Est. Cost $235.00 Unrealized
GPN GLOBAL PMTS INC GEORGIA 0.0%
Value ($000) $72 Shares 567 Est. Cost $116.10 Unrealized -2.5%
VVV VALVOLINE INC 0.0%
Value ($000) $68 Shares 1,797 Est. Cost $32.67 Unrealized +2.5%
ECL ECOLAB INC COM 0.0%
Value ($000) $65 Shares 330 Est. Cost $136.41 Unrealized +28.9%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $65 Shares 1,768 Est. Cost $40.09 Unrealized -24.2%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $65 Shares 602 Est. Cost $82.07 Unrealized +21.2%
PYPL PAYPAL HLDGINGS INC 0.0%
Value ($000) $65 Shares 1,060 Est. Cost $106.66 Unrealized -46.4%
TRV TRAVELERS COS INC 0.0%
Value ($000) $65 Shares 340 Est. Cost $97.61 Unrealized +70.7%
TE CONNECTIVITY LTD 0.0%
Value ($000) $63 Shares 450 Est. Cost $113.43 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $59 Shares 454 Est. Cost $101.71 Unrealized +0.4%
PCY INVESCO EMERGING MKTS SOV DEBT ETF 0.0%
Value ($000) $58 Shares 2,836 Est. Cost $20.61 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $57 Shares 482 Est. Cost $39.79 Unrealized +179.2%
BAC BANKAMERICA CORP NEW 0.0%
Value ($000) $57 Shares 1,683 Est. Cost $31.82 Unrealized -13.2%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $56 Shares 835 Est. Cost $54.68 Unrealized
LOB LIVE OAK BANCSHARES INC 0.0%
Value ($000) $56 Shares 1,221 Est. Cost $29.52 Unrealized +13.7%
BP BP AMOCO P L C 0.0%
Value ($000) $55 Shares 1,543 Est. Cost $3655.79 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $50 Shares 695 Est. Cost $39.00 Unrealized +64.9%
RTX RTX CORPORATION 0.0%
Value ($000) $48 Shares 566 Est. Cost $63.16 Unrealized +19.7%
ENVX ENOVIX CORP 0.0%
Value ($000) $47 Shares 3,760 Est. Cost $20.13 Unrealized -44.3%
FDX FEDEX CORPORATION 0.0%
Value ($000) $45 Shares 178 Est. Cost $248.40 Unrealized -2.4%
HYLB XTRACKERS HIGH YIELD CORP 0.0%
Value ($000) $45 Shares 1,260 Est. Cost $35.54 Unrealized
WFC WELLS FARGO & COMPANY NEW 0.0%
Value ($000) $44 Shares 899 Est. Cost $40.45 Unrealized +1.4%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $44 Shares 142 Est. Cost $268.27 Unrealized +0.7%
IEF ISHARES TR 7-10 Y TR BD ETF 0.0%
Value ($000) $42 Shares 434 Est. Cost $91.59 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $41 Shares 1,702 Est. Cost $24.15 Unrealized
IEI I SHARES BARCLAYS 3-7 YEAR TREASURY BD 0.0%
Value ($000) $41 Shares 349 Est. Cost $113.16 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $40 Shares 559 Est. Cost $60.48 Unrealized +12.1%
EFAV ISHARES EDGE MSCI MIN VOL 0.0%
Value ($000) $40 Shares 580 Est. Cost $61.49 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $40 Shares 98 Est. Cost $286.08 Unrealized +29.1%
HPQ HP INC COM 0.0%
Value ($000) $40 Shares 1,323 Est. Cost $30.42 Unrealized -15.3%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $39 Shares 776 Est. Cost $50.58 Unrealized
IQV IQVIA HOLDINGS INC 0.0%
Value ($000) $39 Shares 168 Est. Cost $243.20 Unrealized -15.6%
GLD SPDR GOLD TR 0.0%
Value ($000) $38 Shares 200 Est. Cost $5927.38 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $38 Shares 729 Est. Cost $47.40 Unrealized -7.9%
NEM NEWMONT MINING CORP COM 0.0%
Value ($000) $36 Shares 870 Est. Cost $53.94 Unrealized -31.8%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $35 Shares 1,500 Est. Cost $16.89 Unrealized +11.4%
BTI BRITISH AMN TOBACO SP ADR 0.0%
Value ($000) $34 Shares 1,175 Est. Cost $29.29 Unrealized
NLY ANNALY CAP COM 0.0%
Value ($000) $34 Shares 1,755 Est. Cost $19.36 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $33 Shares 423 Est. Cost $69.79 Unrealized 0.0%
RIO RIO TINTO PLC 0.0%
Value ($000) $32 Shares 429 Est. Cost $83.92 Unrealized
IYC ISHARES US CONSUMER SERVICESETF 0.0%
Value ($000) $31 Shares 408 Est. Cost $97.43 Unrealized
WBD WARNER BROS DISCOVERY INC NPV 0.0%
Value ($000) $30 Shares 2,662 Est. Cost $18.55 Unrealized -41.8%
FNDF SCHWAB FUNDAMENTAL INTL LARGE COMPANY INDX ETF 0.0%
Value ($000) $30 Shares 890 Est. Cost $33.72 Unrealized
WPC WP CAREY INC 0.0%
Value ($000) $28 Shares 426 Est. Cost $64.81 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $28 Shares 237 Est. Cost $90.22 Unrealized +21.6%
LULU LULULEMON ATHLETICA INC USD 0.01 0.0%
Value ($000) $27 Shares 52 Est. Cost $213.75 Unrealized +102.1%
CNQ CANADIAN NATURAL RESOURCES LTD 0.0%
Value ($000) $26 Shares 400 Est. Cost $29.83 Unrealized 0.0%
POSEIDA THERAPEUTICS INC 0.0%
Value ($000) $25 Shares 7,608 Est. Cost $6.95 Unrealized
BXMT BLACKSTONE COM 0.0%
Value ($000) $25 Shares 1,190 Est. Cost $21.27 Unrealized
DGRO ISHARES TR CORE DIVID GWTH 0.0%
Value ($000) $25 Shares 462 Est. Cost $51.52 Unrealized
F FORD MOTOR COMPANY PAR $.01 0.0%
Value ($000) $24 Shares 2,000 Est. Cost $10.69 Unrealized -9.9%
LEA LEAR CORP COMMON 0.0%
Value ($000) $23 Shares 165 Est. Cost $133.55 Unrealized -5.6%
O REALTY INCOME CORP 0.0%
Value ($000) $22 Shares 380 Est. Cost $46.49 Unrealized 0.0%
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $22 Shares 356 Est. Cost $172.50 Unrealized -69.7%
KRE SPDR SERIES TRUST S&P REGL BKG 0.0%
Value ($000) $22 Shares 414 Est. Cost $52.43 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $20 Shares 380 Est. Cost $77.22 Unrealized -41.7%
SIRIUS XM HLDGS INC 0.0%
Value ($000) $20 Shares 3,700 Est. Cost $5.12 Unrealized
ORI OLD REPUBLIC INTERNATIONAL CORP 0.0%
Value ($000) $20 Shares 686 Est. Cost $23.48 Unrealized 0.0%
GIS GENERAL MILLS INC 0.0%
Value ($000) $20 Shares 300 Est. Cost $36.19 Unrealized +64.5%
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $19 Shares 30 Est. Cost $20.44 Unrealized +131.9%
BLNK BLINK CHARGING CO 0.0%
Value ($000) $18 Shares 5,418 Est. Cost $3.12 Unrealized 0.0%
SO SOUTHERN COMPANY 0.0%
Value ($000) $18 Shares 250 Est. Cost $51.93 Unrealized +22.8%
CP CANADIAN PAC KANS CITY LTD NPV 0.0%
Value ($000) $17 Shares 211 Est. Cost $77.51 Unrealized -6.9%
PANW PALO ALTO NETWORKS INCORPORATED 0.0%
Value ($000) $17 Shares 56 Est. Cost $117.97 Unrealized +13.3%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $16 Shares 174 Est. Cost $66.50 Unrealized +15.7%
BABA ALIBABA 0.0%
Value ($000) $16 Shares 200 Est. Cost $198.54 Unrealized
SHEL ROYAL DUTCH SHELL PLC NPV 0.0%
Value ($000) $15 Shares 230 Est. Cost $56.52 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $15 Shares 148 Est. Cost $104.16 Unrealized -19.2%
SFM SPROUTS FARMERS MARKET INC 0.0%
Value ($000) $14 Shares 298 Est. Cost $43.75 Unrealized 0.0%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $14 Shares 500 Est. Cost $24.91 Unrealized 0.0%
WSBC WESBANCO INC 0.0%
Value ($000) $14 Shares 454 Est. Cost $21.26 Unrealized +26.3%
STT STATE STREET CORP 0.0%
Value ($000) $13 Shares 174 Est. Cost $44.85 Unrealized +44.5%
EG EVEREST RE GROUP LTD 0.0%
Value ($000) $13 Shares 38 Est. Cost $374.24 Unrealized 0.0%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $13 Shares 257 Est. Cost $22.18 Unrealized +109.5%
IWB ISHARES TR RUS 1000 ETF 0.0%
Value ($000) $13 Shares 48 Est. Cost $204.91 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $12 Shares 65 Est. Cost $166.16 Unrealized +12.5%
IDXX IDEXX LABORATORIES INC COM 0.0%
Value ($000) $12 Shares 21 Est. Cost $512.93 Unrealized -8.5%
CME CME GROUP INC 0.0%
Value ($000) $11 Shares 53 Est. Cost $180.18 Unrealized +8.0%
TRMB TRIMBLE NAVIGATION 0.0%
Value ($000) $11 Shares 200 Est. Cost $22.08 Unrealized +115.9%
HAL HALLIBURTON COMPANY 0.0%
Value ($000) $11 Shares 291 Est. Cost $27.40 Unrealized +33.0%
VTI VANGUARD TOTAL STOCK MKT ETF 0.0%
Value ($000) $10 Shares 44 Est. Cost $39688.94 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $10 Shares 42 Est. Cost $160.16 Unrealized +34.6%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $10 Shares 65 Est. Cost $110.62 Unrealized
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $10 Shares 292 Est. Cost $29.14 Unrealized +11.4%
ICUI ICU MEDIAL INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $66.13 Unrealized +47.9%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $10 Shares 54 Est. Cost $121591.41 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $9 Shares 71 Est. Cost $138.91 Unrealized -13.6%
LIVENT CORP 0.0%
Value ($000) $9 Shares 481 Est. Cost $21.71 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $44.58 Unrealized +71.1%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $8 Shares 139 Est. Cost $60.73 Unrealized -3.5%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $8 Shares 53 Est. Cost $144.58 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $8 Shares 190 Est. Cost $32.24 Unrealized +9.9%
CDNS CADENCE DESIGN SYSTEM INCORPORATED 0.0%
Value ($000) $7 Shares 26 Est. Cost $189.14 Unrealized +36.2%
AIG AMERICAN INTL GROUP 0.0%
Value ($000) $7 Shares 100 Est. Cost $44.32 Unrealized +37.2%
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $7 Shares 950 Est. Cost $12.42 Unrealized -49.3%
CF CF INDS HLDGS INC COM 0.0%
Value ($000) $6 Shares 81 Est. Cost $76.41 Unrealized -1.1%
IYW I SHARES US TECHNOLOGY ETF 0.0%
Value ($000) $6 Shares 48 Est. Cost $104.92 Unrealized
KE KIMBALL ELECTRONICS INC 0.0%
Value ($000) $6 Shares 212 Est. Cost $25.78 Unrealized 0.0%
ICLR ICON PLC 0.0%
Value ($000) $6 Shares 20 Est. Cost $217.64 Unrealized +18.9%
JOE ST JOE CORPORATION 0.0%
Value ($000) $6 Shares 92 Est. Cost $35.80 Unrealized +47.0%
NET CLOUDFLARE INC 0.0%
Value ($000) $5 Shares 65 Est. Cost $54.68 Unrealized +27.9%
CPRI CAPRI HOLDINGS LTD 0.0%
Value ($000) $5 Shares 100 Est. Cost $43.70 Unrealized +14.1%
CLFD CLEARFIELD INC 0.0%
Value ($000) $5 Shares 172 Est. Cost $62.77 Unrealized -57.5%
WAB WABTEC CORPORATION 0.0%
Value ($000) $5 Shares 39 Est. Cost $111.67 Unrealized 0.0%
MBB ISHARES MBS ETF 0.0%
Value ($000) $5 Shares 51 Est. Cost $88.78 Unrealized
RCI ROGERS COMMUNICATIONS INC CL B NON-VTG 0.0%
Value ($000) $5 Shares 100 Est. Cost $47.39 Unrealized -12.1%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $5 Shares 36 Est. Cost $299.98 Unrealized -63.4%
WOR WORTHINGTON ENTERPRISES INC 0.0%
Value ($000) $4 Shares 68 Est. Cost $20.24 Unrealized +117.1%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $4 Shares 94 Est. Cost $63.28 Unrealized -46.9%
LUCID GROUP INC 0.0%
Value ($000) $3 Shares 725 Est. Cost $22.33 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $3 Shares 17 Est. Cost $135.10 Unrealized +5.0%
DVN DEVON ENERGY CORPORATION NEW 0.0%
Value ($000) $3 Shares 60 Est. Cost $46.77 Unrealized -9.3%
IJS ISHARES S&P MIDCAP 600 VALUE INDEX FUND 0.0%
Value ($000) $2 Shares 24 Est. Cost $83.33 Unrealized
LUMINAR TECHNOLOGIES 0.0%
Value ($000) $2 Shares 700 Est. Cost $7.55 Unrealized
ASML ASML HOLDING NV EUROPE 0.0%
Value ($000) $2 Shares 3 Est. Cost $680.67 Unrealized
WS WORTHINGTON STL INC 0.0%
Value ($000) $2 Shares 68 Est. Cost $27.30 Unrealized 0.0%
SYY SYSCO CORP COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $70.68 Unrealized -8.2%
DPZ DOMINO'S PIZZA INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $68.05 Unrealized +434.1%
EBS EMERGENT BIO SOLUTIONS 0.0%
Value ($000) $1 Shares 496 Est. Cost $77.10 Unrealized -97.0%
TDIV FIRST TR EXCHANGE TRADED FD VI 0.0%
Value ($000) $1 Shares 17 Est. Cost $54.06 Unrealized
WST WEST PHARMACEUTICAL SVSC INCORPORATED 0.0%
Value ($000) $1 Shares 3 Est. Cost $290.04 Unrealized +21.3%
CATALENT INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $133.07 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $11194.53 Unrealized
DJT DIGITAL WOLRD ACQUISITON 0.0%
Value ($000) $1 Shares 50 Est. Cost $45.24 Unrealized -63.9%
NLOP NET LEASE COM 0.0%
Value ($000) $0 Shares 27 Est. Cost $18.44 Unrealized
IBRX IMMUNITYBIO INC 0.0%
Value ($000) $0 Shares 80 Est. Cost $4.02 Unrealized -21.9%
ADR OATLY GROUP AB 0.0%
Value ($000) $0 Shares 324 Est. Cost $14.57 Unrealized