LBMC INVESTMENT ADVISORS, LLC Diversified Active

CIK: 0001536924 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 11, 2024

Total Value ($000): $1,153,494 (100.0% shares, 0.0% debt)

Holdings (187)

IVV Ishares TRUST S&P 500 21.1%
Value ($000) $243,870 Shares 445,645 Est. Cost $422.37 Unrealized
RSP Invesco S&P 500 Eql Wgt 19.0%
Value ($000) $219,112 Shares 1,333,770 Est. Cost $162.56 Unrealized
IWM Ishares Russell 2000 12.3%
Value ($000) $141,363 Shares 696,746 Est. Cost $221.14 Unrealized
HDV Ishares Msci ETF High Dividend Equity Fund 4.4%
Value ($000) $50,537 Shares 464,924 Est. Cost $99.70 Unrealized
EFA Ishares Tr MSCI EAFE Fd 3.5%
Value ($000) $40,551 Shares 517,688 Est. Cost $78.50 Unrealized
IEFA Ishares Core Msci Eafe 3.4%
Value ($000) $39,153 Shares 539,000 Est. Cost $68.16 Unrealized
DVY Ishares Tr Dow Jones Select Divid Index 2.4%
Value ($000) $28,206 Shares 233,142 Est. Cost $118.13 Unrealized
VEA Vanguard Europe Pac Etf 1.9%
Value ($000) $21,991 Shares 444,981 Est. Cost $47.37 Unrealized
ICF Ishares Cohen Steers REIT 1.6%
Value ($000) $18,194 Shares 317,578 Est. Cost $32.87 Unrealized
IJR Ishares Tr S&P Smallcap 1.4%
Value ($000) $16,273 Shares 152,569 Est. Cost $86.17 Unrealized
HCA Hca The Healthcare Co 1.3%
Value ($000) $14,982 Shares 46,632 Est. Cost $98.39 Unrealized +226.0%
VYM Vanguard High Div ETF 1.2%
Value ($000) $14,034 Shares 118,330 Est. Cost $56.86 Unrealized
VOO Vanguard S&P 500 Etf 1.2%
Value ($000) $13,597 Shares 27,187 Est. Cost $174.41 Unrealized
AAPL Apple Computer Inc 1.2%
Value ($000) $13,271 Shares 63,010 Est. Cost $128.48 Unrealized +44.1%
IVW Ishares Tr S&P 500/ Barra Growth Index 1.1%
Value ($000) $13,207 Shares 142,720 Est. Cost $79.09 Unrealized
VTWO Vanguard Russell 2000 1.0%
Value ($000) $11,951 Shares 145,802 Est. Cost $90.81 Unrealized
VO Vanguard Mid Cap 1.0%
Value ($000) $11,061 Shares 45,689 Est. Cost $166.08 Unrealized
AOA Ishares Tr S&P Aggressive 0.9%
Value ($000) $10,465 Shares 139,950 Est. Cost $65.31 Unrealized
IDU Ishares Tr Dj US Utils 0.9%
Value ($000) $10,392 Shares 118,250 Est. Cost $88.43 Unrealized
IVE Ishares Tr S&P 500/ Value Index Fd 0.8%
Value ($000) $9,208 Shares 50,593 Est. Cost $42.58 Unrealized
VWO Vanguard Emerging Market 0.6%
Value ($000) $7,390 Shares 168,866 Est. Cost $43.64 Unrealized
IEMG Ishares Core Msci 0.6%
Value ($000) $7,290 Shares 136,186 Est. Cost $57.02 Unrealized
VNQ Vanguard REIT 0.6%
Value ($000) $7,220 Shares 86,195 Est. Cost $106.95 Unrealized
MSFT Microsoft Corp 0.6%
Value ($000) $6,754 Shares 15,111 Est. Cost $223.90 Unrealized +86.4%
IBMO iShares iBonds Dec 2026 Term Muni Bd ETF 0.6%
Value ($000) $6,532 Shares 257,981 Est. Cost $25.36 Unrealized
AMZN Amazon Com Inc 0.6%
Value ($000) $6,371 Shares 32,967 Est. Cost $153.15 Unrealized +19.9%
iShares iBonds Dec 2025 Term Muni Bd ETF 0.5%
Value ($000) $5,588 Shares 210,974 Est. Cost $26.43 Unrealized
EEM Ishares MSCI Emrg Mkt Fd 0.5%
Value ($000) $5,205 Shares 122,214 Est. Cost $37.08 Unrealized
IBMP iShares iBonds Dec 2027 Term Muni Bd ETF 0.4%
Value ($000) $5,084 Shares 203,274 Est. Cost $25.18 Unrealized
IJH Ishares Tr S&P Midcap 0.4%
Value ($000) $5,049 Shares 86,271 Est. Cost $79.81 Unrealized
GOOG Google Inc Class C 0.4%
Value ($000) $5,045 Shares 27,504 Est. Cost $136.81 Unrealized +23.4%
AOS Smith A O 0.4%
Value ($000) $4,821 Shares 58,955 Est. Cost $69.96 Unrealized +17.4%
AFL A F L A C Inc 0.4%
Value ($000) $4,725 Shares 52,905 Est. Cost $39.27 Unrealized +111.6%
AOR Ishares Tr S&P Allocation Fd 0.4%
Value ($000) $4,345 Shares 77,156 Est. Cost $39.03 Unrealized
IBHG ISHS IBND 2027 TRM HGH YLD INCM ETF 0.4%
Value ($000) $4,298 Shares 195,106 Est. Cost $22.16 Unrealized
SPY S P D R TRUST Unit SR 0.4%
Value ($000) $4,213 Shares 7,741 Est. Cost $368.09 Unrealized
BRK/B Berkshire Hathaway Cl B 0.4%
Value ($000) $4,150 Shares 10,201 Est. Cost $155.16 Unrealized +163.3%
IBHF ISHARES IBND 2026 TRM HG YD INCM ETF 0.3%
Value ($000) $3,834 Shares 167,335 Est. Cost $23.00 Unrealized
SPDW SPDR Portfolio Developed Wld ex-US ETF 0.3%
Value ($000) $3,781 Shares 107,790 Est. Cost $32.81 Unrealized
IBMQ iShares iBonds Dec 2028 Term Muni Bd ETF 0.3%
Value ($000) $3,624 Shares 144,852 Est. Cost $25.19 Unrealized
iShares iBonds 2025 Term HY and Inc ETF 0.3%
Value ($000) $3,349 Shares 143,910 Est. Cost $23.31 Unrealized
QQQ Nasdaq 100 Shares 0.3%
Value ($000) $2,986 Shares 6,233 Est. Cost $391.08 Unrealized
META Facebook Inc Class A 0.2%
Value ($000) $2,874 Shares 5,699 Est. Cost $393.75 Unrealized +22.7%
IBHH iShares iBonds 2028 Term HY & Inc ETF 0.2%
Value ($000) $2,822 Shares 122,067 Est. Cost $23.26 Unrealized
iShares iBonds Dec 2024 Term Muni Bond 0.2%
Value ($000) $2,801 Shares 107,537 Est. Cost $25.83 Unrealized
SPYG Spdr S&P 500 Growth Etf 0.2%
Value ($000) $2,652 Shares 33,093 Est. Cost $54.43 Unrealized
HD Home Depot Inc 0.2%
Value ($000) $2,558 Shares 7,430 Est. Cost $295.70 Unrealized +10.8%
KO Coca Cola Company 0.2%
Value ($000) $2,443 Shares 38,379 Est. Cost $37.58 Unrealized +56.7%
GOOGL Google Inc Cl A 0.2%
Value ($000) $2,429 Shares 13,334 Est. Cost $110.77 Unrealized +51.1%
XOM Exxon Mobil Corporation 0.2%
Value ($000) $2,367 Shares 20,562 Est. Cost $61.36 Unrealized +79.4%
GRC Gorman Rupp Co Com 0.2%
Value ($000) $2,244 Shares 61,116 Est. Cost $42.64 Unrealized -17.2%
QUS SPDR MSCI USA StrategicFactors ETF 0.2%
Value ($000) $1,996 Shares 13,539 Est. Cost $114.71 Unrealized
IBHI ISHARS IBND 2029 TRM HG YLD INCM ETF 0.2%
Value ($000) $1,871 Shares 80,885 Est. Cost $23.13 Unrealized
iShares iBonds 2024 Term HY and Inc ETF 0.2%
Value ($000) $1,870 Shares 80,481 Est. Cost $22.93 Unrealized
SO The Southern Company 0.2%
Value ($000) $1,825 Shares 23,522 Est. Cost $56.69 Unrealized +26.6%
VT Vanguard Total World 0.2%
Value ($000) $1,810 Shares 16,073 Est. Cost $51.32 Unrealized
SCHX Schw US Lcap Etf 0.2%
Value ($000) $1,762 Shares 27,426 Est. Cost $61.36 Unrealized
LLY Lilly Eli & Company 0.1%
Value ($000) $1,630 Shares 1,800 Est. Cost $221.43 Unrealized +257.2%
FNDX Schwab Fundamental US 0.1%
Value ($000) $1,532 Shares 22,873 Est. Cost $44.02 Unrealized
JPM J P Morgan Chase & Co 0.1%
Value ($000) $1,436 Shares 7,101 Est. Cost $115.00 Unrealized +64.5%
COST Costco Whsl Corp New 0.1%
Value ($000) $1,386 Shares 1,631 Est. Cost $497.92 Unrealized +55.4%
SPSM SPDR Portfolio S&P 600 Sm Cap ETF 0.1%
Value ($000) $1,382 Shares 33,280 Est. Cost $40.21 Unrealized
IJK Ishares S&P Midcap 0.1%
Value ($000) $1,274 Shares 14,464 Est. Cost $10.46 Unrealized
DIS Disney Walt Hldg Co 0.1%
Value ($000) $1,268 Shares 12,770 Est. Cost $143.92 Unrealized -26.7%
NVDA NVIDIA Corp 0.1%
Value ($000) $1,265 Shares 10,236 Est. Cost $99.61 Unrealized +1.5%
Pinnancle Finl Partners Inc 0.1%
Value ($000) $1,246 Shares 15,564 Est. Cost $78.47 Unrealized
BX Blackstone Group LP 0.1%
Value ($000) $1,195 Shares 9,653 Est. Cost $81.09 Unrealized +45.3%
XLV Sector Spdr Health Fund 0.1%
Value ($000) $1,184 Shares 8,122 Est. Cost $119.80 Unrealized
MRK Merck & Co Inc 0.1%
Value ($000) $1,100 Shares 8,886 Est. Cost $66.54 Unrealized +82.9%
SMBK Smartfinancial Inc 0.1%
Value ($000) $1,049 Shares 44,298 Est. Cost $22.70 Unrealized -4.7%
DFUV DFA Tax-Managed US Marketwide Value II 0.1%
Value ($000) $1,036 Shares 26,379 Est. Cost $31.61 Unrealized
ORCL Oracle Corporation 0.1%
Value ($000) $1,026 Shares 7,268 Est. Cost $46.05 Unrealized +165.6%
SPYM SPDR Portfolio S&P 500 ETF 0.1%
Value ($000) $1,003 Shares 15,674 Est. Cost $49.31 Unrealized
IBM Intl Business Machines 0.1%
Value ($000) $940 Shares 5,434 Est. Cost $110.38 Unrealized +50.3%
CVX Chevrontexaco Corp 0.1%
Value ($000) $880 Shares 5,627 Est. Cost $86.09 Unrealized +72.4%
JNJ Johnson & Johnson 0.1%
Value ($000) $856 Shares 5,853 Est. Cost $127.56 Unrealized +10.9%
BAC Bank Of America Corp 0.1%
Value ($000) $855 Shares 21,503 Est. Cost $17.05 Unrealized +116.1%
NSRGF Nestle Sa Ord 0.1%
Value ($000) $829 Shares 8,118 Est. Cost $106.36 Unrealized -6.5%
BA Boeing Co 0.1%
Value ($000) $792 Shares 4,354 Est. Cost $190.61 Unrealized -6.5%
V Visa Inc Cl A 0.1%
Value ($000) $768 Shares 2,925 Est. Cost $222.50 Unrealized +21.7%
MA Mastercard Inc 0.1%
Value ($000) $766 Shares 1,736 Est. Cost $303.23 Unrealized +48.9%
SYY Sysco Corporation 0.1%
Value ($000) $758 Shares 10,615 Est. Cost $62.77 Unrealized +13.4%
South St Corp Com 0.1%
Value ($000) $757 Shares 9,902 Est. Cost $84.45 Unrealized
PFF Ishares S&P U S Pfd Fund 0.1%
Value ($000) $741 Shares 23,481 Est. Cost $35.89 Unrealized
IWF Ishares Tr Russell 0.1%
Value ($000) $739 Shares 2,028 Est. Cost $76.89 Unrealized
FNDA Sch Fnd US Sm Etf 0.1%
Value ($000) $732 Shares 13,326 Est. Cost $50.85 Unrealized
GE General Electric Company 0.1%
Value ($000) $727 Shares 4,570 Est. Cost $116.25 Unrealized +35.9%
FNDF Schwab Fundamental Inl 0.1%
Value ($000) $696 Shares 19,867 Est. Cost $30.94 Unrealized
AMD Advanced Micro Devic 0.1%
Value ($000) $671 Shares 4,136 Est. Cost $119.38 Unrealized +34.8%
BSV Vanguard Short Term Bd Index 0.1%
Value ($000) $664 Shares 8,657 Est. Cost $80.95 Unrealized
COP Conocophillips 0.1%
Value ($000) $664 Shares 5,805 Est. Cost $59.00 Unrealized +95.6%
PEP Pepsico Incorporated 0.1%
Value ($000) $663 Shares 4,018 Est. Cost $108.48 Unrealized +49.6%
SNPS Synopsys Inc 0.1%
Value ($000) $644 Shares 1,083 Est. Cost $289.88 Unrealized +95.1%
SPYV SPDR Portfolio S&P 500 Value ETF 0.1%
Value ($000) $644 Shares 13,214 Est. Cost $35.11 Unrealized
MDB Mongodb Inc Cl A 0.1%
Value ($000) $625 Shares 2,500 Est. Cost $350.46 Unrealized -9.9%
ALGN Align Technology Inc 0.1%
Value ($000) $604 Shares 2,500 Est. Cost $290.39 Unrealized -4.1%
IDV Ishares Tr Dow Jones 0.1%
Value ($000) $596 Shares 21,547 Est. Cost $28.12 Unrealized
SHOP Shopify Inc 0.1%
Value ($000) $591 Shares 8,950 Est. Cost $66.33 Unrealized 0.0%
FIS CHRISTIAN STOCK FUND ETF 0.1%
Value ($000) $581 Shares 20,780 Est. Cost $25.72 Unrealized
WMT Wal-Mart Stores Inc 0.0%
Value ($000) $563 Shares 8,312 Est. Cost $51.61 Unrealized +20.1%
CSCO Cisco Systems Inc 0.0%
Value ($000) $553 Shares 11,649 Est. Cost $45.64 Unrealized -0.8%
SCHF Schw Intl Eq Etf 0.0%
Value ($000) $551 Shares 14,338 Est. Cost $37.17 Unrealized
VTI Vanguard Total Stock Mkt 0.0%
Value ($000) $528 Shares 1,973 Est. Cost $244.22 Unrealized
PNC Pnc Finl Services Gp Inc 0.0%
Value ($000) $513 Shares 3,302 Est. Cost $151.08 Unrealized -3.0%
RTX Raytheon Technologies Ord 0.0%
Value ($000) $506 Shares 5,045 Est. Cost $67.21 Unrealized +49.0%
ABBV Abbvie Inc 0.0%
Value ($000) $496 Shares 2,895 Est. Cost $87.43 Unrealized +79.7%
SCHA Schw US Scap Etf 0.0%
Value ($000) $480 Shares 10,117 Est. Cost $41.56 Unrealized
FDX Fedex Corporation 0.0%
Value ($000) $478 Shares 1,593 Est. Cost $240.75 Unrealized +4.6%
CSWC Capital Southwest Corp 0.0%
Value ($000) $476 Shares 18,250 Est. Cost $20.82 Unrealized 0.0%
VIG Vanguard Div Appreciation 0.0%
Value ($000) $475 Shares 2,603 Est. Cost $136.94 Unrealized
TRUX Truxton Corp 0.0%
Value ($000) $453 Shares 7,329 Est. Cost $58.67 Unrealized +2.4%
DFAT Dfa Tax Managed US Small 0.0%
Value ($000) $440 Shares 8,477 Est. Cost $33.37 Unrealized
ADI Analog Devices Inc 0.0%
Value ($000) $432 Shares 1,892 Est. Cost $147.67 Unrealized +40.6%
MU Micron Technology Inc 0.0%
Value ($000) $427 Shares 3,246 Est. Cost $63.48 Unrealized +97.2%
CRM Salesforce Com 0.0%
Value ($000) $423 Shares 1,646 Est. Cost $264.72 Unrealized 0.0%
WFC Wells Fargo & Co New 0.0%
Value ($000) $404 Shares 6,797 Est. Cost $39.76 Unrealized +43.0%
TSLA Tesla Motors Inc 0.0%
Value ($000) $394 Shares 1,989 Est. Cost $183.39 Unrealized -4.7%
PFE Pfizer Incorporated 0.0%
Value ($000) $388 Shares 13,858 Est. Cost $37.37 Unrealized -33.7%
PM Philip Morris Intl Inc 0.0%
Value ($000) $383 Shares 3,784 Est. Cost $68.90 Unrealized +32.5%
NEE Nextera Energy Inc 0.0%
Value ($000) $375 Shares 5,297 Est. Cost $55.61 Unrealized +21.6%
MCD Mc Donalds Corp 0.0%
Value ($000) $370 Shares 1,453 Est. Cost $186.79 Unrealized +36.5%
SDY Spdr S&P Dividend Etf 0.0%
Value ($000) $370 Shares 2,908 Est. Cost $118.43 Unrealized
DIA Spdr Dow Jones 0.0%
Value ($000) $366 Shares 935 Est. Cost $14.16 Unrealized
RF Regions Financial Cp New 0.0%
Value ($000) $363 Shares 18,126 Est. Cost $17.99 Unrealized +0.4%
QLD ProShares Ultra QQQ 0.0%
Value ($000) $355 Shares 3,556 Est. Cost $64.39 Unrealized
ATO Atmos Energy Corp 0.0%
Value ($000) $349 Shares 2,996 Est. Cost $37.93 Unrealized +195.6%
CAT Caterpillar Inc 0.0%
Value ($000) $345 Shares 1,036 Est. Cost $311.07 Unrealized +8.9%
QVAL Alpha Architect US Quantitative Val ETF 0.0%
Value ($000) $343 Shares 8,000 Est. Cost $34.38 Unrealized
DD Dupont De Nemours Inc 0.0%
Value ($000) $340 Shares 4,228 Est. Cost $17.44 Unrealized +80.9%
PSX Phillips 0.0%
Value ($000) $336 Shares 2,383 Est. Cost $72.84 Unrealized +91.7%
MAIN Main Street Capital Corp 0.0%
Value ($000) $333 Shares 6,600 Est. Cost $48.80 Unrealized 0.0%
SPHQ Invesco S&P 500 Quality ETF 0.0%
Value ($000) $332 Shares 5,230 Est. Cost $48.60 Unrealized
BMY Bristol-Myers Squibb Co 0.0%
Value ($000) $332 Shares 7,998 Est. Cost $47.44 Unrealized -13.5%
UNH Unitedhealth Group Inc 0.0%
Value ($000) $329 Shares 647 Est. Cost $302.30 Unrealized +56.5%
TT Trane Technologies PLC 0.0%
Value ($000) $329 Shares 1,000 Est. Cost $214.57 Unrealized +46.2%
DUK Duke Energy Corporation 0.0%
Value ($000) $325 Shares 3,239 Est. Cost $57.92 Unrealized +62.7%
SCHW The Charles Schwab Corp 0.0%
Value ($000) $323 Shares 4,388 Est. Cost $64.26 Unrealized +12.6%
SPEM SPDR S&P Emerging Markets ETF 0.0%
Value ($000) $321 Shares 8,530 Est. Cost $35.41 Unrealized
CHCO City Holding Co 0.0%
Value ($000) $319 Shares 3,000 Est. Cost $55.59 Unrealized +76.2%
INTC Intel Corp 0.0%
Value ($000) $317 Shares 10,241 Est. Cost $27.80 Unrealized +16.9%
TFC Truist Finl Corp Com 0.0%
Value ($000) $315 Shares 8,098 Est. Cost $33.38 Unrealized +4.7%
USB U S Bancorp Del New 0.0%
Value ($000) $312 Shares 7,869 Est. Cost $43.37 Unrealized -12.9%
VMBS Vanguard Mortgage Backed 0.0%
Value ($000) $307 Shares 6,763 Est. Cost $47.82 Unrealized
VGT Vanguard Information Technology ETF 0.0%
Value ($000) $306 Shares 531 Est. Cost $484.08 Unrealized
GM General Motors Corp 0.0%
Value ($000) $298 Shares 6,414 Est. Cost $37.67 Unrealized +17.8%
XYZ Square Inc Cl A 0.0%
Value ($000) $293 Shares 4,542 Est. Cost $72.33 Unrealized -3.3%
FITB Fifth Third Bancorp 0.0%
Value ($000) $292 Shares 8,000 Est. Cost $32.36 Unrealized +6.0%
SLYG SPDR S&P 600 Small Cap Growth ETF 0.0%
Value ($000) $281 Shares 3,274 Est. Cost $69.26 Unrealized
ABT Abbott Laboratories 0.0%
Value ($000) $271 Shares 2,612 Est. Cost $85.25 Unrealized +20.8%
IWR Ishares Russell Index Fd 0.0%
Value ($000) $271 Shares 3,347 Est. Cost $70.31 Unrealized
HRB Block H & R Incorporated 0.0%
Value ($000) $271 Shares 5,000 Est. Cost $34.45 Unrealized +37.7%
PRU Prudential Financial Inc 0.0%
Value ($000) $269 Shares 2,294 Est. Cost $73.47 Unrealized +45.3%
IYR Ishares Tr Dow Jones Re 0.0%
Value ($000) $264 Shares 3,010 Est. Cost $60.23 Unrealized
QQQM Invesco NASDAQ 100 ETF 0.0%
Value ($000) $259 Shares 1,316 Est. Cost $197.11 Unrealized
T A T & T Corp 0.0%
Value ($000) $259 Shares 13,558 Est. Cost $16.21 Unrealized -0.3%
FNDE Schwab Funda Emg Mkts 0.0%
Value ($000) $258 Shares 8,735 Est. Cost $26.64 Unrealized
PG Procter & Gamble Co 0.0%
Value ($000) $256 Shares 1,554 Est. Cost $130.33 Unrealized +20.6%
MCK Mckesson Corporation 0.0%
Value ($000) $251 Shares 430 Est. Cost $503.45 Unrealized +9.8%
XLY Sector Spdr Consumer Fd 0.0%
Value ($000) $249 Shares 1,366 Est. Cost $149.54 Unrealized
AMAT Applied Materials Inc 0.0%
Value ($000) $248 Shares 1,050 Est. Cost $180.39 Unrealized +17.2%
KRE Spdr S&P Regional 0.0%
Value ($000) $246 Shares 5,000 Est. Cost $50.28 Unrealized
FNDC Schwab Fundamental Intl 0.0%
Value ($000) $245 Shares 7,061 Est. Cost $31.26 Unrealized
TXN Texas Instruments Inc 0.0%
Value ($000) $241 Shares 1,241 Est. Cost $152.51 Unrealized +15.5%
RY Royal Bk Cda Montreal 0.0%
Value ($000) $240 Shares 2,254 Est. Cost $88.10 Unrealized +16.7%
RCL Royal Carribean Cruisesf 0.0%
Value ($000) $239 Shares 1,500 Est. Cost $122.72 Unrealized +15.2%
CCL Carnival Corp 0.0%
Value ($000) $238 Shares 12,710 Est. Cost $16.13 Unrealized -4.2%
IIIV i3 Verticals Inc 0.0%
Value ($000) $236 Shares 10,700 Est. Cost $22.56 Unrealized -6.5%
VZ Verizon Communications 0.0%
Value ($000) $234 Shares 5,674 Est. Cost $35.52 Unrealized +2.7%
HON Honeywell International 0.0%
Value ($000) $234 Shares 1,094 Est. Cost $172.33 Unrealized +6.7%
DOW Dow Chemical Company 0.0%
Value ($000) $233 Shares 4,398 Est. Cost $40.65 Unrealized +26.0%
MPC Marathon Pete Corp 0.0%
Value ($000) $232 Shares 1,338 Est. Cost $164.35 Unrealized +9.3%
ABNB Airbnb Inc 0.0%
Value ($000) $230 Shares 1,519 Est. Cost $151.48 Unrealized +0.9%
CVS C V S Corp Del 0.0%
Value ($000) $230 Shares 3,899 Est. Cost $74.16 Unrealized -21.1%
UPS United Parcel Service B 0.0%
Value ($000) $230 Shares 1,680 Est. Cost $148.32 Unrealized -12.4%
CTVA Corteva Inc com 0.0%
Value ($000) $228 Shares 4,228 Est. Cost $48.99 Unrealized +10.4%
SCHR Schwab Intermediate Term 0.0%
Value ($000) $227 Shares 4,660 Est. Cost $51.43 Unrealized
BND Vanguard Bond Index Fund 0.0%
Value ($000) $227 Shares 3,153 Est. Cost $72.04 Unrealized
HUM Humana Inc 0.0%
Value ($000) $224 Shares 600 Est. Cost $412.78 Unrealized -20.0%
RVTY PerkinElmer Inc 0.0%
Value ($000) $224 Shares 2,133 Est. Cost $139.00 Unrealized -23.9%
ARCC Ares Capital Corp 0.0%
Value ($000) $210 Shares 10,079 Est. Cost $13.84 Unrealized +29.4%
UAL United Continental Holdings Inc Com Usd0 0.0%
Value ($000) $208 Shares 4,267 Est. Cost $42.85 Unrealized +17.4%
PYPL Paypal Holdings Inco 0.0%
Value ($000) $203 Shares 3,500 Est. Cost $63.46 Unrealized 0.0%
F Ford Motor Company 0.0%
Value ($000) $167 Shares 13,352 Est. Cost $9.19 Unrealized +21.1%
SALQF ATLAS SALT ORD 0.0%
Value ($000) $4 Shares 10,000 Est. Cost $0.59 Unrealized -12.5%
PVCT Provectus Pharmaceutical Inc 0.0%
Value ($000) $3 Shares 22,000 Est. Cost $0.06 Unrealized +217.9%
ICNM Icon Media Holdings Inc 0.0%
Value ($000) $0 Shares 100,000 Est. Cost $0.00 Unrealized +27.0%
MSGI Security Solutions Inc (NV) 0.0%
Value ($000) $0 Shares 50,000 Est. Cost Unrealized