FIRST FINANCIAL BANK - TRUST DIVISION Diversified Active

CIK: 0001315339 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 3, 2023

Total Value ($000): $925 (100.0% shares, 0.0% debt)

Holdings (195)

IEFA ISHARES 7.5%
Value ($000) $69 Shares 1,119,081 Est. Cost $57.09 Unrealized
IWM ISHARES 4.8%
Value ($000) $44 Shares 254,570 Est. Cost $139.77 Unrealized
PG PROCTER & GAMBLE COMPANY 4.7%
Value ($000) $43 Shares 284,009 Est. Cost $61.78 Unrealized +110.1%
AAPL APPLE 2.7%
Value ($000) $25 Shares 190,349 Est. Cost $87.14 Unrealized +61.5%
MSFT MICROSOFT 2.6%
Value ($000) $24 Shares 102,141 Est. Cost $28.80 Unrealized +712.6%
FFBC FIRST FINANCIAL BANCORP 2.6%
Value ($000) $24 Shares 1,001,303 Est. Cost $15.85 Unrealized +36.8%
SPY S&P 500 DEPOSITARY RECEIPTS 2.6%
Value ($000) $24 Shares 63,405 Est. Cost $206.34 Unrealized
TLH ISHARES 2.5%
Value ($000) $23 Shares 215,285 Est. Cost $102.65 Unrealized
MUB ISHARES 2.0%
Value ($000) $19 Shares 175,703 Est. Cost $45.64 Unrealized
IJR ISHARES 1.9%
Value ($000) $18 Shares 188,197 Est. Cost $76.28 Unrealized
IVV ISHARES 1.8%
Value ($000) $17 Shares 43,517 Est. Cost $304.81 Unrealized
XLU SPDR 1.8%
Value ($000) $16 Shares 233,163 Est. Cost $59.93 Unrealized
CVX CHEVRON 1.7%
Value ($000) $16 Shares 89,541 Est. Cost $85.94 Unrealized +78.3%
IEMG ISHARES 1.7%
Value ($000) $16 Shares 342,646 Est. Cost $48.87 Unrealized
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $16 Shares 89,915 Est. Cost $59.33 Unrealized +164.7%
PEP PEPSICO 1.7%
Value ($000) $16 Shares 87,866 Est. Cost $66.49 Unrealized +142.0%
USMV ISHARES 1.6%
Value ($000) $15 Shares 210,869 Est. Cost $41.17 Unrealized
AGG ISHARES 1.6%
Value ($000) $15 Shares 150,943 Est. Cost $13.73 Unrealized
ABT ABBOTT LABORATORIES 1.6%
Value ($000) $15 Shares 132,577 Est. Cost $39.41 Unrealized +147.7%
IEI ISHARES 1.5%
Value ($000) $14 Shares 123,349 Est. Cost $107.18 Unrealized
SYK STRYKER CORPORATION 1.5%
Value ($000) $14 Shares 56,030 Est. Cost $102.35 Unrealized +114.7%
JPM JP MORGAN 1.5%
Value ($000) $14 Shares 101,199 Est. Cost $43.25 Unrealized +172.0%
GILD GILEAD SCIENCES 1.5%
Value ($000) $13 Shares 156,771 Est. Cost $53.93 Unrealized +31.3%
XOM EXXON MOBIL 1.4%
Value ($000) $13 Shares 120,441 Est. Cost $71.93 Unrealized +33.9%
DGX QUEST DIAGNOSTICS 1.4%
Value ($000) $13 Shares 83,896 Est. Cost $96.96 Unrealized +39.5%
CINF CINCINNATI FINANCIAL CORPORATION 1.4%
Value ($000) $13 Shares 127,955 Est. Cost $33.46 Unrealized +183.5%
PFE PFIZER 1.4%
Value ($000) $13 Shares 248,583 Est. Cost $24.23 Unrealized +65.9%
V VISA INC CL A 1.3%
Value ($000) $12 Shares 58,792 Est. Cost $78.33 Unrealized +151.5%
MDY SPDR S&P MIDCAP 400 ETF TR UNIT 1.1%
Value ($000) $11 Shares 23,893 Est. Cost $341.74 Unrealized
EFA ISHARES 1.1%
Value ($000) $10 Shares 157,317 Est. Cost $64.24 Unrealized
HON HONEYWELL INTERNATIONAL INC 1.1%
Value ($000) $10 Shares 47,665 Est. Cost $103.83 Unrealized +72.2%
LOW LOWES COMPANIES INC 1.1%
Value ($000) $10 Shares 50,864 Est. Cost $88.49 Unrealized +112.6%
TGT TARGET 1.1%
Value ($000) $10 Shares 66,529 Est. Cost $78.36 Unrealized +79.8%
CNI CANADIAN NATIONAL RAILWAY CA 1.1%
Value ($000) $10 Shares 82,148 Est. Cost $68.85 Unrealized +63.0%
ETN EATON CORPORATION PLC IE IRELAND 1.0%
Value ($000) $10 Shares 60,740 Est. Cost $75.21 Unrealized +95.4%
PAYX PAYCHEX INC 1.0%
Value ($000) $9 Shares 82,193 Est. Cost $42.66 Unrealized +149.8%
CSCO CISCO 1.0%
Value ($000) $9 Shares 195,771 Est. Cost $23.10 Unrealized +79.5%
SCHW CHARLES SCHWAB CORP 1.0%
Value ($000) $9 Shares 108,506 Est. Cost $44.37 Unrealized +67.3%
KELLOGG COMPANY 0.9%
Value ($000) $8 Shares 115,942 Est. Cost $48.34 Unrealized +26.0%
ASH ASHLAND GLOBAL HOLDINGS 0.8%
Value ($000) $7 Shares 69,436 Est. Cost $65.23 Unrealized +51.1%
INTC INTEL 0.7%
Value ($000) $7 Shares 259,870 Est. Cost $29.28 Unrealized -9.0%
EEM ISHARES 0.7%
Value ($000) $7 Shares 173,563 Est. Cost $31.67 Unrealized
IVW ISHARES 0.7%
Value ($000) $6 Shares 110,397 Est. Cost $64.93 Unrealized
CAT CATERPILLAR 0.7%
Value ($000) $6 Shares 26,066 Est. Cost $140.97 Unrealized +46.5%
IBM IBM 0.6%
Value ($000) $6 Shares 42,099 Est. Cost $122.02 Unrealized +0.8%
ECL ECOLAB INC 0.6%
Value ($000) $6 Shares 40,738 Est. Cost $106.17 Unrealized +33.6%
ESGD ISHARES 0.6%
Value ($000) $6 Shares 89,747 Est. Cost $11.00 Unrealized
QCOM QUALCOMM INCORPORATED 0.6%
Value ($000) $6 Shares 53,621 Est. Cost $92.46 Unrealized +17.7%
BAC BANK OF AMERICA 0.6%
Value ($000) $6 Shares 176,442 Est. Cost $30.50 Unrealized +4.0%
DIS WALT DISNEY CO. 0.6%
Value ($000) $6 Shares 63,904 Est. Cost $74.54 Unrealized +25.4%
HIG HARTFORD FINL SVCS GRP COM STK 0.6%
Value ($000) $5 Shares 69,598 Est. Cost $67.68 Unrealized 0.0%
STZ CONSTELLATION BRANDS 0.6%
Value ($000) $5 Shares 22,469 Est. Cost $226.15 Unrealized 0.0%
ITOT ISHARES 0.6%
Value ($000) $5 Shares 60,053 Est. Cost $68.15 Unrealized
MCD MC DONALDS CORPORATION 0.5%
Value ($000) $5 Shares 19,041 Est. Cost $77.40 Unrealized +216.9%
MRK MERCK & CO 0.5%
Value ($000) $5 Shares 43,921 Est. Cost $30.80 Unrealized +201.3%
VTV VANGUARD 0.5%
Value ($000) $5 Shares 33,345 Est. Cost $135.40 Unrealized
USFR WISDOMTREE 0.5%
Value ($000) $5 Shares 90,737 Est. Cost $46.21 Unrealized
FAST FASTENAL CO. 0.5%
Value ($000) $4 Shares 93,788 Est. Cost $14.18 Unrealized +59.6%
XLV SPDR 0.5%
Value ($000) $4 Shares 32,522 Est. Cost $63.02 Unrealized
AOM ISHARES 0.5%
Value ($000) $4 Shares 110,223 Est. Cost $0.04 Unrealized
T AT&T INC 0.4%
Value ($000) $4 Shares 217,643 Est. Cost $13.75 Unrealized +9.9%
NKE NIKE INCORPORATED CLASS B 0.4%
Value ($000) $4 Shares 32,701 Est. Cost $39.26 Unrealized +142.7%
VNQ VANGUARD 0.4%
Value ($000) $4 Shares 45,581 Est. Cost $88.22 Unrealized
XLP SPDR 0.4%
Value ($000) $3 Shares 46,395 Est. Cost $36.74 Unrealized
ORCL ORACLE 0.4%
Value ($000) $3 Shares 41,795 Est. Cost $29.06 Unrealized +151.9%
TJX TJX COS INC 0.3%
Value ($000) $3 Shares 39,590 Est. Cost $37.63 Unrealized +87.9%
FRME FIRST MERCHANTS CORP 0.3%
Value ($000) $3 Shares 75,779 Est. Cost $11.76 Unrealized +217.6%
FRCB FIRST REPUBLIC BANK 0.3%
Value ($000) $3 Shares 25,474 Est. Cost $108.03 Unrealized +12.7%
DE DEERE AND COMPANY 0.3%
Value ($000) $3 Shares 7,215 Est. Cost $102.02 Unrealized +281.0%
FDIQ INVESCO 0.3%
Value ($000) $3 Shares 52,193 Est. Cost $60.60 Unrealized
XLK SPDR 0.3%
Value ($000) $3 Shares 23,824 Est. Cost $34.99 Unrealized
XLE SPDR 0.3%
Value ($000) $3 Shares 30,140 Est. Cost $59.10 Unrealized
AMZN AMAZON.COM INC 0.3%
Value ($000) $2 Shares 29,052 Est. Cost $122.62 Unrealized -19.4%
LLY ELI LILLY & 0.3%
Value ($000) $2 Shares 6,600 Est. Cost $112.75 Unrealized +206.7%
ACN ACCENTURE PLC IE IRELAND 0.2%
Value ($000) $2 Shares 8,638 Est. Cost $81.94 Unrealized +222.3%
BLACKROCK INC 0.2%
Value ($000) $2 Shares 2,973 Est. Cost $314.06 Unrealized
SOXX ISHARES 0.2%
Value ($000) $2 Shares 5,941 Est. Cost $98.68 Unrealized
UNH UNITEDHEALTH GROUP 0.2%
Value ($000) $2 Shares 3,659 Est. Cost $112.26 Unrealized +345.8%
LMT LOCKHEED MARTIN GROUP 0.2%
Value ($000) $2 Shares 3,945 Est. Cost $70.63 Unrealized +503.9%
VMBS VANGUARD 0.2%
Value ($000) $2 Shares 40,711 Est. Cost $32.86 Unrealized
OMC OMNICOM GROUP INCORPORATED 0.2%
Value ($000) $2 Shares 18,677 Est. Cost $37.01 Unrealized +80.2%
WMT WAL-MART 0.2%
Value ($000) $2 Shares 10,659 Est. Cost $22.09 Unrealized +106.6%
USB US BANCORP 0.2%
Value ($000) $1 Shares 33,919 Est. Cost $23.50 Unrealized +56.2%
ADP AUTOMATIC DATA PROCESSING 0.2%
Value ($000) $1 Shares 6,186 Est. Cost $40.41 Unrealized +466.7%
BA BOEING 0.2%
Value ($000) $1 Shares 7,675 Est. Cost $102.59 Unrealized +59.4%
IGOV ISHARES 0.2%
Value ($000) $1 Shares 36,091 Est. Cost $0.04 Unrealized
PFF ISHARES 0.1%
Value ($000) $1 Shares 44,957 Est. Cost $34.33 Unrealized
UPS UNITED PARCEL SERVICE 0.1%
Value ($000) $1 Shares 7,148 Est. Cost $67.58 Unrealized +119.1%
EFX EQUIFAX INCORPORATED 0.1%
Value ($000) $1 Shares 6,203 Est. Cost $49.44 Unrealized +261.4%
BMY BRISTOL-MYERS SQUIBB COMPANY 0.1%
Value ($000) $1 Shares 16,594 Est. Cost $43.84 Unrealized +48.8%
HD HOME DEPOT 0.1%
Value ($000) $1 Shares 3,776 Est. Cost $132.93 Unrealized +111.5%
TPB TURNING POINT BRANDS INC 0.1%
Value ($000) $1 Shares 54,888 Est. Cost $29.32 Unrealized -27.5%
BRK/B BERKSHIRE HATHAWAY 0.1%
Value ($000) $1 Shares 3,841 Est. Cost $143.06 Unrealized +107.6%
GOOGL ALPHABET INC CL 0.1%
Value ($000) $1 Shares 13,358 Est. Cost $105.11 Unrealized -10.3%
CL COLGATE-PALMOLIVE COMPANY 0.1%
Value ($000) $1 Shares 14,648 Est. Cost $43.96 Unrealized +58.6%
VZ VERIZON 0.1%
Value ($000) $1 Shares 28,115 Est. Cost $28.20 Unrealized +9.1%
WFC WELLS FARGO 0.1%
Value ($000) $1 Shares 26,614 Est. Cost $31.69 Unrealized +28.8%
MMM 3M COMPANY 0.1%
Value ($000) $1 Shares 8,878 Est. Cost $63.64 Unrealized +42.5%
BP BP PLC - ADR UK UNITED KINGDOM 0.1%
Value ($000) $1 Shares 29,442 Est. Cost $34.16 Unrealized
FDS FACTSET RESEARCH SYSTEMS INC 0.1%
Value ($000) $1 Shares 2,512 Est. Cost $117.14 Unrealized +252.4%
ALL ALLSTATE CORP 0.1%
Value ($000) $1 Shares 7,349 Est. Cost $38.03 Unrealized +219.3%
CMI CUMMINS ENGINE COMPANY, 0.1%
Value ($000) $1 Shares 4,065 Est. Cost $91.85 Unrealized +140.4%
DRI DARDEN RESTAURANTS INC. 0.1%
Value ($000) $1 Shares 6,997 Est. Cost $36.75 Unrealized +243.7%
NUE NUCOR CORPORATION 0.1%
Value ($000) $1 Shares 7,217 Est. Cost $40.37 Unrealized +221.1%
QUAL ISHARES 0.1%
Value ($000) $1 Shares 8,281 Est. Cost $71.00 Unrealized
CMCSA COMCAST CORP 0.1%
Value ($000) $1 Shares 26,816 Est. Cost $22.44 Unrealized +33.9%
SBUX STARBUCKS COFFEE 0.1%
Value ($000) $1 Shares 9,425 Est. Cost $47.34 Unrealized +85.0%
KO COCA-COLA 0.1%
Value ($000) $1 Shares 14,517 Est. Cost $33.09 Unrealized +66.0%
SHY ISHARES 0.1%
Value ($000) $1 Shares 11,121 Est. Cost $53.39 Unrealized
GS GOLDMAN 0.1%
Value ($000) $1 Shares 2,595 Est. Cost $181.45 Unrealized +77.2%
COP CONOCOPHILLIPS 0.1%
Value ($000) $1 Shares 7,494 Est. Cost $50.55 Unrealized +116.4%
VTHR VANGUARD 0.1%
Value ($000) $1 Shares 4,903 Est. Cost $169.08 Unrealized
MDT MEDTRONIC PLC IE IRELAND 0.1%
Value ($000) $1 Shares 10,843 Est. Cost $70.62 Unrealized +4.0%
CHD CHURCH & DWIGHT INC 0.1%
Value ($000) $1 Shares 10,015 Est. Cost $39.24 Unrealized +88.4%
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $1 Shares 7,601 Est. Cost $97.34 Unrealized -6.3%
GVI ISHARES 0.1%
Value ($000) $1 Shares 7,373 Est. Cost $94.41 Unrealized
HYG ISHARES 0.1%
Value ($000) $1 Shares 10,237 Est. Cost $0.07 Unrealized
GOOG ALPHABET INC CL 0.1%
Value ($000) $1 Shares 8,266 Est. Cost $107.39 Unrealized -11.8%
DUK DUKE ENERGY 0.1%
Value ($000) $1 Shares 7,049 Est. Cost $56.11 Unrealized +51.2%
TT INGERSOLL RAND INC. 0.1%
Value ($000) $1 Shares 4,310 Est. Cost $80.66 Unrealized +97.6%
MUTUAL FUNDS-EQUITY RPS 0.1%
Value ($000) $1 Shares 1 Est. Cost $682.00 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $1 Shares 6,492 Est. Cost $53.70 Unrealized +63.2%
IWR ISHARES 0.1%
Value ($000) $1 Shares 9,654 Est. Cost $48.23 Unrealized
OSK OSHKOSH TRUCK CORP 0.1%
Value ($000) $1 Shares 7,219 Est. Cost $50.16 Unrealized +61.5%
PNC PNC 0.1%
Value ($000) $1 Shares 4,007 Est. Cost $98.22 Unrealized +41.8%
INTU INTUIT COM 0.1%
Value ($000) $1 Shares 1,600 Est. Cost $123.81 Unrealized +214.1%
NSC NORFOLK SOUTHERN CORPORATION 0.1%
Value ($000) $1 Shares 2,505 Est. Cost $57.00 Unrealized +286.7%
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $1 Shares 9,214 Est. Cost $52.26 Unrealized +11.0%
VOT VANGUARD 0.1%
Value ($000) $1 Shares 3,328 Est. Cost $117.79 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $1 Shares 8,292 Est. Cost $43.55 Unrealized +46.7%
GE GENERAL ELECTRIC 0.1%
Value ($000) $1 Shares 6,883 Est. Cost $61.56 Unrealized -21.4%
UNP UNION PACIFIC 0.1%
Value ($000) $1 Shares 2,785 Est. Cost $75.35 Unrealized +152.4%
TIP ISHARES 0.1%
Value ($000) $1 Shares 5,244 Est. Cost $128.72 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $1 Shares 4,101 Est. Cost $66.16 Unrealized +70.4%
CIM 0.1%
Value ($000) $1 Shares 554,043 Est. Cost $1.00 Unrealized
CLARION 0.1%
Value ($000) $1 Shares 551,000 Est. Cost $1.00 Unrealized
NNN NATIONAL RETAIL 0.1%
Value ($000) $1 Shares 11,751 Est. Cost $40.61 Unrealized
GLD SPDR GOLD TRUST 0.1%
Value ($000) $1 Shares 3,050 Est. Cost $146.25 Unrealized
EMR EMERSON ELECTRIC COMPANY 0.1%
Value ($000) $1 Shares 5,295 Est. Cost $43.51 Unrealized +94.3%
ELV ANTHEM INC 0.1%
Value ($000) $1 Shares 980 Est. Cost $250.69 Unrealized +93.3%
AFG AMERICAN FINANCIAL GROUP INC 0.1%
Value ($000) $0 Shares 3,500 Est. Cost $36.62 Unrealized +201.1%
QQQ INVESCO 0.1%
Value ($000) $0 Shares 1,782 Est. Cost $137.26 Unrealized
WAT WATERS CORP COM 0.0%
Value ($000) $0 Shares 1,330 Est. Cost $135.88 Unrealized +132.8%
IJS ISHARES 0.0%
Value ($000) $0 Shares 4,825 Est. Cost $100.92 Unrealized
CSX CSX CORPORATION 0.0%
Value ($000) $0 Shares 14,020 Est. Cost $26.68 Unrealized +7.7%
EMB ISHARES 0.0%
Value ($000) $0 Shares 5,056 Est. Cost $0.08 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $0 Shares 2,642 Est. Cost $100.76 Unrealized +36.2%
AMGN AMGEN 0.0%
Value ($000) $0 Shares 1,577 Est. Cost $242.73 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $0 Shares 1,628 Est. Cost $70.40 Unrealized +225.1%
TE CONNECTIVITY LTD. CH 0.0%
Value ($000) $0 Shares 3,413 Est. Cost $69.66 Unrealized
STLD STEEL DYNAMICS 0.0%
Value ($000) $0 Shares 3,982 Est. Cost $91.75 Unrealized 0.0%
SYBT STOCK YARDS BANCORP, INC. 0.0%
Value ($000) $0 Shares 5,866 Est. Cost $32.59 Unrealized +119.4%
BIV VANGUARD 0.0%
Value ($000) $0 Shares 5,083 Est. Cost $0.07 Unrealized
SJM SMUCKER (J.M.) COMPANY 0.0%
Value ($000) $0 Shares 2,376 Est. Cost $69.75 Unrealized +91.4%
EL LAUDER ESTEE CO 0.0%
Value ($000) $0 Shares 1,512 Est. Cost $90.50 Unrealized +133.2%
J JACOBS ENGINEERING GROUP INC 0.0%
Value ($000) $0 Shares 3,050 Est. Cost $95.66 Unrealized 0.0%
CBSH COMMERCE BANCSHARES 0.0%
Value ($000) $0 Shares 5,248 Est. Cost $24.97 Unrealized +127.3%
DVY ISHARES 0.0%
Value ($000) $0 Shares 2,850 Est. Cost $0.12 Unrealized
LQD ISHARES 0.0%
Value ($000) $0 Shares 3,212 Est. Cost $120.44 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $0 Shares 7,397 Est. Cost $22.08 Unrealized +58.6%
SO SOUTHERN COMPANY 0.0%
Value ($000) $0 Shares 4,723 Est. Cost $49.52 Unrealized +20.4%
VO VANGUARD 0.0%
Value ($000) $0 Shares 1,619 Est. Cost $161.47 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $0 Shares 4,292 Est. Cost $28.16 Unrealized +162.5%
MS MORGAN STANLEY 0.0%
Value ($000) $0 Shares 3,680 Est. Cost $35.87 Unrealized +114.1%
VLUE ISHARES 0.0%
Value ($000) $0 Shares 3,393 Est. Cost $87.65 Unrealized
SLB SCHLUMBERGER LTD FR FRANCE 0.0%
Value ($000) $0 Shares 5,788 Est. Cost $56.14 Unrealized -17.9%
IWB ISHARES 0.0%
Value ($000) $0 Shares 1,444 Est. Cost $0.21 Unrealized
SHW SHERWIN WILLIAMS CO. 0.0%
Value ($000) $0 Shares 1,263 Est. Cost $235.10 Unrealized -4.4%
CTAS CINTAS CORPORATION 0.0%
Value ($000) $0 Shares 662 Est. Cost $60.52 Unrealized +73.8%
GIS GENERAL MILLS 0.0%
Value ($000) $0 Shares 3,562 Est. Cost $34.89 Unrealized +109.1%
BDX BECTON DICKINSON 0.0%
Value ($000) $0 Shares 1,173 Est. Cost $127.86 Unrealized +74.6%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $0 Shares 9,025 Est. Cost $26.68 Unrealized +12.2%
PM PHILIP MORRIS INTERNATIONAL INC. 0.0%
Value ($000) $0 Shares 2,827 Est. Cost $55.62 Unrealized +46.2%
CLX CLOROX COMPANY 0.0%
Value ($000) $0 Shares 2,018 Est. Cost $61.21 Unrealized +108.9%
VV VANGUARD 0.0%
Value ($000) $0 Shares 1,623 Est. Cost $143.03 Unrealized
COST COSTCO WHOLESALE 0.0%
Value ($000) $0 Shares 618 Est. Cost $489.31 Unrealized -4.2%
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $0 Shares 1,272 Est. Cost $197.50 Unrealized 0.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $0 Shares 2,176 Est. Cost $40.75 Unrealized +179.9%
AWR AMERICAN STATES WATER COMPANY 0.0%
Value ($000) $0 Shares 3,000 Est. Cost $71.27 Unrealized +19.3%
AZN ASTRAZENECA PLC ADR UK UNITED 0.0%
Value ($000) $0 Shares 4,058 Est. Cost $41.97 Unrealized
IBB ISHARES 0.0%
Value ($000) $0 Shares 2,076 Est. Cost $126.46 Unrealized
CB CHUBB LTD ORD CH SWITZERLAND 0.0%
Value ($000) $0 Shares 1,228 Est. Cost $166.14 Unrealized +20.3%
PSX PHILLIPS 66 0.0%
Value ($000) $0 Shares 2,527 Est. Cost $51.37 Unrealized +77.9%
AXP AMERICAN EXPRESS 0.0%
Value ($000) $0 Shares 1,742 Est. Cost $73.22 Unrealized +94.4%
NEE NEXTERA ENERGY INC. 0.0%
Value ($000) $0 Shares 3,075 Est. Cost $59.89 Unrealized +23.3%
AEP AMERICAN ELECTRIC 0.0%
Value ($000) $0 Shares 2,432 Est. Cost $72.48 Unrealized +11.6%
VFC VF CORPORATION 0.0%
Value ($000) $0 Shares 8,319 Est. Cost $48.50 Unrealized -39.4%
IWS ISHARES 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $0.11 Unrealized
JCI JOHNSON CONTROLS INTERNATIONAL 0.0%
Value ($000) $0 Shares 3,276 Est. Cost $57.70 Unrealized 0.0%
TRV TRAVELERS COS INC 0.0%
Value ($000) $0 Shares 1,082 Est. Cost $169.33 Unrealized 0.0%
BOULDER GROWTH & INCOME FUND INC 0.0%
Value ($000) $0 Shares 14,187 Est. Cost $9.43 Unrealized
FNB FNB CORPORATION 0.0%
Value ($000) $0 Shares 12,576 Est. Cost $7.01 Unrealized +71.2%
ROYCE 0.0%
Value ($000) $0 Shares 10,899 Est. Cost $12.55 Unrealized
ROYCE 0.0%
Value ($000) $0 Shares 10,741 Est. Cost $7.23 Unrealized
USERTESTING, INC 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $3.90 Unrealized