LBMC INVESTMENT ADVISORS, LLC Diversified Active

CIK: 0001536924 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 8, 2024

Total Value ($000): $1,265,563 (100.0% shares, 0.0% debt)

Holdings (195)

IVV Ishares TRUST S&P 500 20.4%
Value ($000) $257,764 Shares 446,870 Est. Cost $422.37 Unrealized
RSP Invesco S&P 500 Eql Wgt 18.9%
Value ($000) $239,793 Shares 1,338,431 Est. Cost $162.56 Unrealized
IWM Ishares Russell 2000 12.4%
Value ($000) $156,670 Shares 709,265 Est. Cost $221.13 Unrealized
HDV Ishares Msci ETF High Dividend Equity Fund 4.3%
Value ($000) $54,692 Shares 464,993 Est. Cost $99.70 Unrealized
IEFA Ishares Core Msci Eafe 3.5%
Value ($000) $43,990 Shares 563,610 Est. Cost $68.59 Unrealized
EFA Ishares Tr MSCI EAFE Fd 3.4%
Value ($000) $42,515 Shares 508,372 Est. Cost $78.50 Unrealized
DVY Ishares Tr Dow Jones Select Divid Index 2.5%
Value ($000) $31,415 Shares 232,581 Est. Cost $118.13 Unrealized
VEA Vanguard Europe Pac Etf 1.8%
Value ($000) $22,710 Shares 430,026 Est. Cost $47.37 Unrealized
ICF Ishares Cohen Steers REIT 1.5%
Value ($000) $18,845 Shares 285,913 Est. Cost $32.87 Unrealized
HCA Hca The Healthcare Co 1.5%
Value ($000) $18,750 Shares 46,133 Est. Cost $98.39 Unrealized +268.0%
IJR Ishares Tr S&P Smallcap 1.4%
Value ($000) $18,021 Shares 154,078 Est. Cost $86.17 Unrealized
VYM Vanguard High Div ETF 1.3%
Value ($000) $16,828 Shares 131,262 Est. Cost $63.89 Unrealized
AAPL Apple Computer Inc 1.1%
Value ($000) $14,552 Shares 62,454 Est. Cost $128.48 Unrealized +72.8%
VOO Vanguard S&P 500 Etf 1.1%
Value ($000) $14,216 Shares 26,942 Est. Cost $174.41 Unrealized
IVW Ishares Tr S&P 500/ Barra Growth Index 1.1%
Value ($000) $13,642 Shares 142,479 Est. Cost $79.09 Unrealized
VTWO Vanguard Russell 2000 1.0%
Value ($000) $13,066 Shares 146,219 Est. Cost $90.81 Unrealized
IDU Ishares Tr Dj US Utils 0.9%
Value ($000) $11,837 Shares 116,030 Est. Cost $88.43 Unrealized
VO Vanguard Mid Cap 0.9%
Value ($000) $11,802 Shares 44,733 Est. Cost $166.08 Unrealized
AOA Ishares Tr S&P Aggressive 0.9%
Value ($000) $10,988 Shares 139,246 Est. Cost $65.31 Unrealized
IVE Ishares Tr S&P 500/ Value Index Fd 0.8%
Value ($000) $9,968 Shares 50,558 Est. Cost $42.58 Unrealized
VNQ Vanguard REIT 0.7%
Value ($000) $8,445 Shares 86,690 Est. Cost $106.95 Unrealized
IBMO iShares iBonds Dec 2026 Term Muni Bd ETF 0.6%
Value ($000) $8,105 Shares 315,909 Est. Cost $25.41 Unrealized
IBHG ISHS IBND 2027 TRM HGH YLD INCM ETF 0.6%
Value ($000) $7,846 Shares 347,150 Est. Cost $22.35 Unrealized
IEMG Ishares Core Msci 0.6%
Value ($000) $7,795 Shares 135,774 Est. Cost $57.02 Unrealized
VWO Vanguard Emerging Market 0.6%
Value ($000) $7,494 Shares 156,621 Est. Cost $43.64 Unrealized
IBMP iShares iBonds Dec 2027 Term Muni Bd ETF 0.6%
Value ($000) $6,972 Shares 273,962 Est. Cost $25.25 Unrealized
iShares iBonds Dec 2025 Term Muni Bd ETF 0.5%
Value ($000) $6,910 Shares 259,206 Est. Cost $26.47 Unrealized
MSFT Microsoft Corp 0.5%
Value ($000) $6,511 Shares 15,131 Est. Cost $223.90 Unrealized +89.0%
AMZN Amazon Com Inc 0.5%
Value ($000) $6,203 Shares 33,290 Est. Cost $153.15 Unrealized +19.1%
IBHH iShares iBonds 2028 Term HY & Inc ETF 0.5%
Value ($000) $5,969 Shares 250,802 Est. Cost $23.54 Unrealized
AFL A F L A C Inc 0.5%
Value ($000) $5,915 Shares 52,905 Est. Cost $39.27 Unrealized +151.5%
IBMQ iShares iBonds Dec 2028 Term Muni Bd ETF 0.4%
Value ($000) $5,540 Shares 216,165 Est. Cost $25.34 Unrealized
IJH Ishares Tr S&P Midcap 0.4%
Value ($000) $5,355 Shares 85,920 Est. Cost $79.81 Unrealized
AOS Smith A O 0.4%
Value ($000) $5,298 Shares 58,978 Est. Cost $69.96 Unrealized +15.2%
EEM Ishares MSCI Emrg Mkt Fd 0.4%
Value ($000) $5,144 Shares 112,164 Est. Cost $37.08 Unrealized
IBHF ISHARES IBND 2026 TRM HG YD INCM ETF 0.4%
Value ($000) $4,966 Shares 212,111 Est. Cost $23.09 Unrealized
GOOG Google Inc Class C 0.4%
Value ($000) $4,722 Shares 28,246 Est. Cost $137.64 Unrealized +22.2%
BRK/B Berkshire Hathaway Cl B 0.4%
Value ($000) $4,695 Shares 10,201 Est. Cost $155.16 Unrealized +185.0%
AOR Ishares Tr S&P Allocation Fd 0.4%
Value ($000) $4,565 Shares 77,068 Est. Cost $39.03 Unrealized
SPY S P D R TRUST Unit SR 0.3%
Value ($000) $4,369 Shares 7,616 Est. Cost $368.09 Unrealized
iShares iBonds 2025 Term HY and Inc ETF 0.3%
Value ($000) $4,125 Shares 177,025 Est. Cost $23.30 Unrealized
SPDW SPDR Portfolio Developed Wld ex-US ETF 0.3%
Value ($000) $3,973 Shares 105,765 Est. Cost $32.81 Unrealized
QQQ Nasdaq 100 Shares 0.3%
Value ($000) $3,294 Shares 6,748 Est. Cost $398.49 Unrealized
META Facebook Inc Class A 0.3%
Value ($000) $3,244 Shares 5,667 Est. Cost $393.75 Unrealized +30.1%
HD Home Depot Inc 0.2%
Value ($000) $3,099 Shares 7,648 Est. Cost $297.32 Unrealized +18.6%
IBHI ISHARS IBND 2029 TRM HG YLD INCM ETF 0.2%
Value ($000) $2,842 Shares 118,810 Est. Cost $23.39 Unrealized
KO Coca Cola Company 0.2%
Value ($000) $2,758 Shares 38,387 Est. Cost $37.58 Unrealized +74.7%
SPYG Spdr S&P 500 Growth Etf 0.2%
Value ($000) $2,747 Shares 33,123 Est. Cost $54.43 Unrealized
iShares iBonds Dec 2024 Term Muni Bond 0.2%
Value ($000) $2,595 Shares 99,407 Est. Cost $25.83 Unrealized
XOM Exxon Mobil Corporation 0.2%
Value ($000) $2,416 Shares 20,608 Est. Cost $61.36 Unrealized +79.3%
GRC Gorman Rupp Co Com 0.2%
Value ($000) $2,380 Shares 61,116 Est. Cost $42.64 Unrealized -10.0%
GOOGL Google Inc Cl A 0.2%
Value ($000) $2,212 Shares 13,337 Est. Cost $110.77 Unrealized +50.5%
SO The Southern Company 0.2%
Value ($000) $2,121 Shares 23,525 Est. Cost $56.69 Unrealized +44.0%
VT Vanguard Total World 0.2%
Value ($000) $1,938 Shares 16,193 Est. Cost $51.32 Unrealized
QUS SPDR MSCI USA StrategicFactors ETF 0.2%
Value ($000) $1,925 Shares 12,219 Est. Cost $114.71 Unrealized
iShares iBonds 2024 Term HY and Inc ETF 0.1%
Value ($000) $1,886 Shares 80,974 Est. Cost $22.93 Unrealized
SCHX Schw US Lcap Etf 0.1%
Value ($000) $1,840 Shares 27,124 Est. Cost $61.36 Unrealized
SPYM SPDR Portfolio S&P 500 ETF 0.1%
Value ($000) $1,807 Shares 26,764 Est. Cost $56.85 Unrealized
FNDX Schwab Fundamental US 0.1%
Value ($000) $1,642 Shares 22,875 Est. Cost $44.02 Unrealized
LLY Lilly Eli & Company 0.1%
Value ($000) $1,595 Shares 1,800 Est. Cost $221.43 Unrealized +302.1%
Pinnancle Finl Partners Inc 0.1%
Value ($000) $1,525 Shares 15,568 Est. Cost $78.47 Unrealized
SPSM SPDR Portfolio S&P 600 Sm Cap ETF 0.1%
Value ($000) $1,515 Shares 33,280 Est. Cost $40.21 Unrealized
JPM J P Morgan Chase & Co 0.1%
Value ($000) $1,497 Shares 7,101 Est. Cost $115.00 Unrealized +78.2%
BX Blackstone Group LP 0.1%
Value ($000) $1,478 Shares 9,655 Est. Cost $81.09 Unrealized +64.8%
COST Costco Whsl Corp New 0.1%
Value ($000) $1,446 Shares 1,631 Est. Cost $497.92 Unrealized +73.1%
NVDA NVIDIA Corp 0.1%
Value ($000) $1,351 Shares 11,121 Est. Cost $101.08 Unrealized +16.8%
IJK Ishares S&P Midcap 0.1%
Value ($000) $1,331 Shares 14,474 Est. Cost $10.46 Unrealized
SMBK Smartfinancial Inc 0.1%
Value ($000) $1,291 Shares 44,298 Est. Cost $22.70 Unrealized +21.3%
XLV Sector Spdr Health Fund 0.1%
Value ($000) $1,251 Shares 8,122 Est. Cost $119.80 Unrealized
ORCL Oracle Corporation 0.1%
Value ($000) $1,238 Shares 7,268 Est. Cost $46.05 Unrealized +210.7%
DIS Disney Walt Hldg Co 0.1%
Value ($000) $1,228 Shares 12,771 Est. Cost $143.92 Unrealized -37.1%
IBM Intl Business Machines 0.1%
Value ($000) $1,173 Shares 5,306 Est. Cost $110.38 Unrealized +71.2%
DFUV DFA Tax-Managed US Marketwide Value II 0.1%
Value ($000) $1,102 Shares 26,425 Est. Cost $31.61 Unrealized
MRK Merck & Co Inc 0.1%
Value ($000) $1,009 Shares 8,886 Est. Cost $66.54 Unrealized +69.8%
South St Corp Com 0.1%
Value ($000) $962 Shares 9,902 Est. Cost $84.45 Unrealized
JNJ Johnson & Johnson 0.1%
Value ($000) $949 Shares 5,855 Est. Cost $127.56 Unrealized +19.7%
AMD Advanced Micro Devic 0.1%
Value ($000) $934 Shares 5,691 Est. Cost $128.28 Unrealized +18.4%
MU Micron Technology Inc 0.1%
Value ($000) $910 Shares 8,776 Est. Cost $89.00 Unrealized +16.8%
GE General Electric Company 0.1%
Value ($000) $862 Shares 4,570 Est. Cost $116.25 Unrealized +44.5%
MA Mastercard Inc 0.1%
Value ($000) $857 Shares 1,736 Est. Cost $303.23 Unrealized +52.3%
BAC Bank Of America Corp 0.1%
Value ($000) $857 Shares 21,588 Est. Cost $17.05 Unrealized +127.4%
CVX Chevrontexaco Corp 0.1%
Value ($000) $831 Shares 5,642 Est. Cost $86.09 Unrealized +62.6%
SYY Sysco Corporation 0.1%
Value ($000) $829 Shares 10,615 Est. Cost $62.77 Unrealized +14.9%
VTI Vanguard Total Stock Mkt 0.1%
Value ($000) $829 Shares 2,926 Est. Cost $256.91 Unrealized
NSRGF Nestle Sa Ord 0.1%
Value ($000) $816 Shares 8,118 Est. Cost $106.36 Unrealized -6.5%
V Visa Inc Cl A 0.1%
Value ($000) $804 Shares 2,925 Est. Cost $222.50 Unrealized +20.3%
FNDA Sch Fnd US Sm Etf 0.1%
Value ($000) $794 Shares 13,326 Est. Cost $50.85 Unrealized
PFF Ishares S&P U S Pfd Fund 0.1%
Value ($000) $780 Shares 23,481 Est. Cost $35.89 Unrealized
IWF Ishares Tr Russell 0.1%
Value ($000) $761 Shares 2,028 Est. Cost $76.89 Unrealized
FNDF Schwab Fundamental Inl 0.1%
Value ($000) $742 Shares 19,867 Est. Cost $30.94 Unrealized
VIG Vanguard Div Appreciation 0.1%
Value ($000) $728 Shares 3,678 Est. Cost $154.81 Unrealized
SHOP Shopify Inc 0.1%
Value ($000) $717 Shares 8,950 Est. Cost $66.33 Unrealized +4.1%
SPYV SPDR Portfolio S&P 500 Value ETF 0.1%
Value ($000) $702 Shares 13,281 Est. Cost $35.11 Unrealized
WMT Wal-Mart Stores Inc 0.1%
Value ($000) $685 Shares 8,483 Est. Cost $52.03 Unrealized +39.3%
MDB Mongodb Inc Cl A 0.1%
Value ($000) $676 Shares 2,500 Est. Cost $350.46 Unrealized -25.9%
PEP Pepsico Incorporated 0.1%
Value ($000) $670 Shares 3,938 Est. Cost $108.48 Unrealized +50.2%
BA Boeing Co 0.1%
Value ($000) $662 Shares 4,354 Est. Cost $190.61 Unrealized -10.0%
BSV Vanguard Short Term Bd Index 0.1%
Value ($000) $650 Shares 8,255 Est. Cost $80.95 Unrealized
ALGN Align Technology Inc 0.1%
Value ($000) $636 Shares 2,500 Est. Cost $290.39 Unrealized -18.7%
CSCO Cisco Systems Inc 0.0%
Value ($000) $620 Shares 11,656 Est. Cost $45.64 Unrealized +2.5%
FIS CHRISTIAN STOCK FUND ETF 0.0%
Value ($000) $619 Shares 20,780 Est. Cost $25.72 Unrealized
COP Conocophillips 0.0%
Value ($000) $611 Shares 5,807 Est. Cost $59.00 Unrealized +78.1%
PNC Pnc Finl Services Gp Inc 0.0%
Value ($000) $610 Shares 3,302 Est. Cost $151.08 Unrealized +10.9%
ABBV Abbvie Inc 0.0%
Value ($000) $572 Shares 2,895 Est. Cost $87.43 Unrealized +104.4%
IDV Ishares Tr Dow Jones 0.0%
Value ($000) $569 Shares 18,813 Est. Cost $28.12 Unrealized
SCHF Schw Intl Eq Etf 0.0%
Value ($000) $558 Shares 13,560 Est. Cost $37.17 Unrealized
SNPS Synopsys Inc 0.0%
Value ($000) $548 Shares 1,083 Est. Cost $289.88 Unrealized +85.1%
DIA Spdr Dow Jones 0.0%
Value ($000) $547 Shares 1,294 Est. Cost $127.58 Unrealized
MCD Mc Donalds Corp 0.0%
Value ($000) $545 Shares 1,789 Est. Cost $201.80 Unrealized +32.2%
TSLA Tesla Motors Inc 0.0%
Value ($000) $520 Shares 1,989 Est. Cost $183.39 Unrealized +24.4%
TRUX Truxton Corp 0.0%
Value ($000) $520 Shares 7,329 Est. Cost $58.67 Unrealized +9.2%
SCHA Schw US Scap Etf 0.0%
Value ($000) $514 Shares 9,973 Est. Cost $41.56 Unrealized
RTX Raytheon Technologies Ord 0.0%
Value ($000) $490 Shares 4,047 Est. Cost $67.21 Unrealized +65.3%
IBIT iShares Bitcoin Trust ETF 0.0%
Value ($000) $483 Shares 13,370 Est. Cost $36.13 Unrealized
DFAT Dfa Tax Managed US Small 0.0%
Value ($000) $473 Shares 8,494 Est. Cost $33.37 Unrealized
PM Philip Morris Intl Inc 0.0%
Value ($000) $462 Shares 3,807 Est. Cost $68.90 Unrealized +59.4%
CSWC Capital Southwest Corp 0.0%
Value ($000) $462 Shares 18,250 Est. Cost $20.82 Unrealized +1.2%
CRM Salesforce Com 0.0%
Value ($000) $451 Shares 1,646 Est. Cost $264.72 Unrealized -4.1%
NEE Nextera Energy Inc 0.0%
Value ($000) $448 Shares 5,297 Est. Cost $55.61 Unrealized +34.6%
FDX Fedex Corporation 0.0%
Value ($000) $436 Shares 1,593 Est. Cost $240.75 Unrealized +16.8%
ADI Analog Devices Inc 0.0%
Value ($000) $435 Shares 1,892 Est. Cost $147.67 Unrealized +49.1%
FBTC FIDELITY WISE ORIGIN BITCOIN FUND 0.0%
Value ($000) $430 Shares 7,745 Est. Cost $55.53 Unrealized
RF Regions Financial Cp New 0.0%
Value ($000) $428 Shares 18,327 Est. Cost $18.02 Unrealized +14.3%
ATO Atmos Energy Corp 0.0%
Value ($000) $416 Shares 2,996 Est. Cost $37.93 Unrealized +228.1%
BMY Bristol-Myers Squibb Co 0.0%
Value ($000) $414 Shares 8,004 Est. Cost $47.44 Unrealized -8.0%
CAT Caterpillar Inc 0.0%
Value ($000) $405 Shares 1,036 Est. Cost $311.07 Unrealized +8.9%
PFE Pfizer Incorporated 0.0%
Value ($000) $401 Shares 13,858 Est. Cost $37.37 Unrealized -28.6%
TT Trane Technologies PLC 0.0%
Value ($000) $389 Shares 1,000 Est. Cost $214.57 Unrealized +59.9%
WFC Wells Fargo & Co New 0.0%
Value ($000) $384 Shares 6,797 Est. Cost $39.76 Unrealized +38.0%
UNH Unitedhealth Group Inc 0.0%
Value ($000) $378 Shares 647 Est. Cost $302.30 Unrealized +81.4%
DD Dupont De Nemours Inc 0.0%
Value ($000) $377 Shares 4,228 Est. Cost $17.44 Unrealized +89.1%
SDY Spdr S&P Dividend Etf 0.0%
Value ($000) $376 Shares 2,648 Est. Cost $118.43 Unrealized
DUK Duke Energy Corporation 0.0%
Value ($000) $374 Shares 3,240 Est. Cost $57.92 Unrealized +82.9%
QVAL Alpha Architect US Quantitative Val ETF 0.0%
Value ($000) $369 Shares 8,000 Est. Cost $34.38 Unrealized
USB U S Bancorp Del New 0.0%
Value ($000) $361 Shares 7,898 Est. Cost $43.37 Unrealized -5.2%
QLD ProShares Ultra QQQ 0.0%
Value ($000) $358 Shares 3,556 Est. Cost $64.39 Unrealized
IBHJ iShares iBonds 2030 Term Hi Yld & IncETF 0.0%
Value ($000) $358 Shares 13,320 Est. Cost $26.87 Unrealized
CHCO City Holding Co 0.0%
Value ($000) $352 Shares 3,000 Est. Cost $55.59 Unrealized +99.7%
SPEM SPDR S&P Emerging Markets ETF 0.0%
Value ($000) $352 Shares 8,530 Est. Cost $35.41 Unrealized
SPHQ Invesco S&P 500 Quality ETF 0.0%
Value ($000) $352 Shares 5,230 Est. Cost $48.60 Unrealized
TFC Truist Finl Corp Com 0.0%
Value ($000) $346 Shares 8,098 Est. Cost $33.38 Unrealized +18.6%
FITB Fifth Third Bancorp 0.0%
Value ($000) $343 Shares 8,000 Est. Cost $32.36 Unrealized +19.2%
MAIN Main Street Capital Corp 0.0%
Value ($000) $331 Shares 6,600 Est. Cost $48.80 Unrealized +2.4%
VGT Vanguard Information Technology ETF 0.0%
Value ($000) $324 Shares 552 Est. Cost $487.96 Unrealized
VMBS Vanguard Mortgage Backed 0.0%
Value ($000) $319 Shares 6,763 Est. Cost $47.82 Unrealized
IWR Ishares Russell Index Fd 0.0%
Value ($000) $318 Shares 3,608 Est. Cost $71.60 Unrealized
HRB Block H & R Incorporated 0.0%
Value ($000) $318 Shares 5,000 Est. Cost $34.45 Unrealized +65.9%
PSX Phillips 0.0%
Value ($000) $313 Shares 2,384 Est. Cost $72.84 Unrealized +76.3%
IYR Ishares Tr Dow Jones Re 0.0%
Value ($000) $307 Shares 3,010 Est. Cost $60.23 Unrealized
SLYG SPDR S&P 600 Small Cap Growth ETF 0.0%
Value ($000) $305 Shares 3,280 Est. Cost $69.26 Unrealized
XYZ Square Inc Cl A 0.0%
Value ($000) $305 Shares 4,542 Est. Cost $72.33 Unrealized -10.7%
IBDT iShares iBonds Dec 2028 Term Corp ETF 0.0%
Value ($000) $299 Shares 11,705 Est. Cost $25.53 Unrealized
ABT Abbott Laboratories 0.0%
Value ($000) $298 Shares 2,612 Est. Cost $85.25 Unrealized +25.6%
GEV Ge Vernova Llc Com 0.0%
Value ($000) $290 Shares 1,139 Est. Cost $191.56 Unrealized 0.0%
GM General Motors Corp 0.0%
Value ($000) $288 Shares 6,414 Est. Cost $37.67 Unrealized +21.3%
SCHW The Charles Schwab Corp 0.0%
Value ($000) $284 Shares 4,388 Est. Cost $64.26 Unrealized +0.5%
IBDS iShares iBonds Dec 2027 Term Corp ETF 0.0%
Value ($000) $283 Shares 11,630 Est. Cost $24.37 Unrealized
KRE Spdr S&P Regional 0.0%
Value ($000) $283 Shares 5,000 Est. Cost $50.28 Unrealized
FNDE Schwab Funda Emg Mkts 0.0%
Value ($000) $282 Shares 8,735 Est. Cost $26.64 Unrealized
RY Royal Bk Cda Montreal 0.0%
Value ($000) $281 Shares 2,254 Est. Cost $88.10 Unrealized +30.3%
PRU Prudential Financial Inc 0.0%
Value ($000) $278 Shares 2,295 Est. Cost $73.47 Unrealized +50.5%
XLY Sector Spdr Consumer Fd 0.0%
Value ($000) $274 Shares 1,366 Est. Cost $149.54 Unrealized
PYPL Paypal Holdings Inco 0.0%
Value ($000) $273 Shares 3,500 Est. Cost $63.46 Unrealized +5.2%
RVTY PerkinElmer Inc 0.0%
Value ($000) $272 Shares 2,133 Est. Cost $139.00 Unrealized -15.7%
FNDC Schwab Fundamental Intl 0.0%
Value ($000) $269 Shares 7,061 Est. Cost $31.26 Unrealized
PG Procter & Gamble Co 0.0%
Value ($000) $269 Shares 1,554 Est. Cost $130.33 Unrealized +26.0%
RCL Royal Carribean Cruisesf 0.0%
Value ($000) $266 Shares 1,500 Est. Cost $122.72 Unrealized +29.8%
QQQM Invesco NASDAQ 100 ETF 0.0%
Value ($000) $264 Shares 1,316 Est. Cost $197.11 Unrealized
TXN Texas Instruments Inc 0.0%
Value ($000) $256 Shares 1,241 Est. Cost $152.51 Unrealized +26.5%
T A T & T Corp 0.0%
Value ($000) $254 Shares 11,563 Est. Cost $16.21 Unrealized +15.9%
CTVA Corteva Inc com 0.0%
Value ($000) $249 Shares 4,228 Est. Cost $48.99 Unrealized +9.8%
CVS C V S Corp Del 0.0%
Value ($000) $245 Shares 3,899 Est. Cost $74.16 Unrealized -25.6%
UAL United Continental Holdings Inc Com Usd0 0.0%
Value ($000) $243 Shares 4,267 Est. Cost $42.85 Unrealized +8.0%
INTC Intel Corp 0.0%
Value ($000) $240 Shares 10,248 Est. Cost $27.80 Unrealized -10.5%
DOW Dow Chemical Company 0.0%
Value ($000) $240 Shares 4,398 Est. Cost $40.65 Unrealized +17.9%
SCHR Schwab Intermediate Term 0.0%
Value ($000) $236 Shares 4,660 Est. Cost $51.43 Unrealized
VZ Verizon Communications 0.0%
Value ($000) $233 Shares 5,190 Est. Cost $35.52 Unrealized +8.1%
UPS United Parcel Service B 0.0%
Value ($000) $232 Shares 1,698 Est. Cost $148.03 Unrealized -18.6%
IIIV i3 Verticals Inc 0.0%
Value ($000) $228 Shares 10,700 Est. Cost $22.56 Unrealized -0.6%
HON Honeywell International 0.0%
Value ($000) $226 Shares 1,094 Est. Cost $172.33 Unrealized +9.3%
MPC Marathon Pete Corp 0.0%
Value ($000) $218 Shares 1,338 Est. Cost $164.35 Unrealized -0.2%
TMO Thermo Fisher Scntfc 0.0%
Value ($000) $213 Shares 345 Est. Cost $589.13 Unrealized 0.0%
MCK Mckesson Corporation 0.0%
Value ($000) $213 Shares 430 Est. Cost $503.45 Unrealized +9.9%
GIS General Mills Inc 0.0%
Value ($000) $212 Shares 2,876 Est. Cost $65.64 Unrealized 0.0%
AMAT Applied Materials Inc 0.0%
Value ($000) $212 Shares 1,050 Est. Cost $180.39 Unrealized +12.2%
ARCC Ares Capital Corp 0.0%
Value ($000) $211 Shares 10,079 Est. Cost $13.84 Unrealized +31.7%
SCHP Sch US Tips Etf 0.0%
Value ($000) $205 Shares 3,817 Est. Cost $53.63 Unrealized
AXP American Express Company 0.0%
Value ($000) $203 Shares 750 Est. Cost $245.13 Unrealized 0.0%
CFO VictoryShares US 500 Enh Vol Wtd ETF 0.0%
Value ($000) $200 Shares 2,872 Est. Cost $69.79 Unrealized
CCL Carnival Corp 0.0%
Value ($000) $198 Shares 10,710 Est. Cost $16.13 Unrealized +5.0%
F Ford Motor Company 0.0%
Value ($000) $137 Shares 12,986 Est. Cost $9.19 Unrealized +13.6%
SALQF ATLAS SALT ORD 0.0%
Value ($000) $5 Shares 10,000 Est. Cost $0.59 Unrealized -17.5%
PVCT Provectus Pharmaceutical Inc 0.0%
Value ($000) $2 Shares 20,000 Est. Cost $0.06 Unrealized +89.1%
ICNM Icon Media Holdings Inc 0.0%
Value ($000) $0 Shares 100,000 Est. Cost $0.00 Unrealized +33.1%
MSGI Security Solutions Inc (NV) 0.0%
Value ($000) $0 Shares 50,000 Est. Cost Unrealized