Indiana Trust & Investment Management CO Diversified Active

CIK: 0001356407 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 16, 2024

Total Value ($000): $248,028 (100.0% shares, 0.0% debt)

Holdings (471)

SPY SPDR S&P 500 Index 9.4%
Value ($000) $23,414 Shares 44,763 Est. Cost $427.48 Unrealized
LLY Lilly Eli & CO Com 5.1%
Value ($000) $12,743 Shares 16,380 Est. Cost $159.28 Unrealized +341.1%
AAPL Apple Computer Inc Com 4.6%
Value ($000) $11,532 Shares 67,251 Est. Cost $87.93 Unrealized +105.0%
NVDA Nvidia Corp Com 4.2%
Value ($000) $10,487 Shares 11,606 Est. Cost $22.59 Unrealized +220.7%
GOOGL Alphabet Inc Cap Stock Cl A (Google) 3.0%
Value ($000) $7,383 Shares 48,914 Est. Cost $109.09 Unrealized +30.2%
IWB iShares Russell 1000 Index 3.0%
Value ($000) $7,373 Shares 25,598 Est. Cost $107.80 Unrealized
AMZN Amazon.Com Inc Com 2.5%
Value ($000) $6,115 Shares 33,901 Est. Cost $123.49 Unrealized +35.2%
IWF iShares Russell 1000 Growth Index 2.3%
Value ($000) $5,776 Shares 17,136 Est. Cost $265.99 Unrealized
JPM JPMorgan Chase & Co Com 2.1%
Value ($000) $5,317 Shares 26,544 Est. Cost $56.76 Unrealized +205.8%
COST Costco Whsl Corp New Com 2.1%
Value ($000) $5,306 Shares 7,242 Est. Cost $255.83 Unrealized +176.3%
BALL Ball Corp Com 2.1%
Value ($000) $5,189 Shares 77,035 Est. Cost $29.31 Unrealized +101.9%
MSFT Microsoft Corp Com 2.0%
Value ($000) $4,938 Shares 11,736 Est. Cost $131.63 Unrealized +203.3%
FISV Fiserv Inc Com 1.6%
Value ($000) $3,962 Shares 24,791 Est. Cost $54.37 Unrealized +167.9%
META Meta Platforms Inc (formerly Facebook Inc) 1.6%
Value ($000) $3,906 Shares 8,045 Est. Cost $251.73 Unrealized +76.1%
ORCL Oracle Corp Com 1.3%
Value ($000) $3,226 Shares 25,684 Est. Cost $30.84 Unrealized +264.4%
LOW Lowes Companies Inc Com 1.2%
Value ($000) $3,028 Shares 11,886 Est. Cost $59.68 Unrealized +272.0%
TJX TJX Cos Inc Com 1.1%
Value ($000) $2,727 Shares 26,893 Est. Cost $36.84 Unrealized +156.8%
SRCE 1st Source Corp Com 1.1%
Value ($000) $2,623 Shares 50,032 Est. Cost $45.09 Unrealized
Nuveen Quality Muni Income Fund 1.0%
Value ($000) $2,579 Shares 225,001 Est. Cost $10.14 Unrealized
Blackrock Inc 1.0%
Value ($000) $2,414 Shares 2,896 Est. Cost $434.06 Unrealized
Nuveen AMT-Free Municipal Income Fund 1.0%
Value ($000) $2,358 Shares 213,000 Est. Cost $9.68 Unrealized
IWR iShares Russell Midcap Index 0.9%
Value ($000) $2,273 Shares 27,027 Est. Cost $69.25 Unrealized
V Visa Inc Class A Shares 0.9%
Value ($000) $2,249 Shares 8,060 Est. Cost $115.93 Unrealized +134.9%
ABBV AbbVie Inc 0.9%
Value ($000) $2,117 Shares 11,623 Est. Cost $42.99 Unrealized +276.8%
Blackrock Muni Yield Quality Fund 0.8%
Value ($000) $2,027 Shares 165,454 Est. Cost $10.23 Unrealized
CAT Caterpillar Inc Com 0.8%
Value ($000) $1,985 Shares 5,416 Est. Cost $157.42 Unrealized +97.6%
PG Procter & Gamble Co Com 0.8%
Value ($000) $1,926 Shares 11,872 Est. Cost $62.47 Unrealized +139.9%
JNJ Johnson & Johnson Com 0.7%
Value ($000) $1,806 Shares 11,417 Est. Cost $82.28 Unrealized +82.6%
IWC iShares Tr Russell Microcap Index 0.7%
Value ($000) $1,785 Shares 14,730 Est. Cost $100.10 Unrealized
XOM Exxon Mobil Corp Com 0.7%
Value ($000) $1,754 Shares 15,089 Est. Cost $66.58 Unrealized +47.3%
VOO Vanguard S&P 500 ETF 0.7%
Value ($000) $1,704 Shares 3,544 Est. Cost $394.69 Unrealized
Invesco Muni Invmt. Grade Trust 0.7%
Value ($000) $1,680 Shares 170,380 Est. Cost $8.50 Unrealized
AllianceBernstein Ntl. Muni Inc. 0.7%
Value ($000) $1,673 Shares 152,252 Est. Cost $9.34 Unrealized
Eaton Vance Municipal Bond Fund 0.6%
Value ($000) $1,595 Shares 154,093 Est. Cost $8.96 Unrealized
EFA iShares MSCI EAFE Index Fund 0.6%
Value ($000) $1,573 Shares 19,700 Est. Cost $68.92 Unrealized
IWM iShares Russell 2000 Index Fd 0.6%
Value ($000) $1,562 Shares 7,426 Est. Cost $176.74 Unrealized
VGT Vanguard Info Tech ETF 0.6%
Value ($000) $1,535 Shares 2,928 Est. Cost $414.90 Unrealized
IVV iShares Core S&P 500 Index ETF 0.6%
Value ($000) $1,528 Shares 2,907 Est. Cost $429.43 Unrealized
SYK Stryker Corp 0.6%
Value ($000) $1,521 Shares 4,251 Est. Cost $141.62 Unrealized +133.3%
PEP Pepsico Inc Com 0.6%
Value ($000) $1,502 Shares 8,580 Est. Cost $75.96 Unrealized +107.0%
GD General Dynamics Corp Com 0.6%
Value ($000) $1,435 Shares 5,080 Est. Cost $122.67 Unrealized +110.3%
MCD McDonalds Corp Com 0.6%
Value ($000) $1,406 Shares 4,987 Est. Cost $84.29 Unrealized +229.8%
IWD iShares Russell 1000 Value Index 0.6%
Value ($000) $1,366 Shares 7,629 Est. Cost $151.82 Unrealized
VONE Vanguard Russell 1000 Index ETF 0.5%
Value ($000) $1,276 Shares 5,355 Est. Cost $194.66 Unrealized
ONB Old National Bancorp Com 0.5%
Value ($000) $1,258 Shares 72,278 Est. Cost $18.21 Unrealized -9.1%
BRK/B Berkshire Hathaway Inc Cl B 0.5%
Value ($000) $1,249 Shares 2,971 Est. Cost $152.63 Unrealized +157.7%
LQD iShares IBoxx Invest Grade Corp Bond 0.5%
Value ($000) $1,169 Shares 10,730 Est. Cost $102.02 Unrealized
HON Honeywell Intl Inc Com 0.5%
Value ($000) $1,165 Shares 5,678 Est. Cost $104.98 Unrealized +72.2%
CVX Chevron Corporation 0.5%
Value ($000) $1,149 Shares 7,283 Est. Cost $73.01 Unrealized +90.4%
BlackRock Municipal Income Quality Trust 0.5%
Value ($000) $1,138 Shares 98,118 Est. Cost $9.86 Unrealized
GOOG Alphabet Inc Cap Stock Cl C (Google) 0.5%
Value ($000) $1,134 Shares 7,447 Est. Cost $112.13 Unrealized +27.8%
AFL Aflac Inc Com 0.4%
Value ($000) $1,091 Shares 12,708 Est. Cost $31.82 Unrealized +147.5%
ETN Eaton Corp PLC 0.4%
Value ($000) $1,039 Shares 3,323 Est. Cost $55.21 Unrealized +384.7%
XMVFX BlackRock MuniVest Fund Inc 0.4%
Value ($000) $1,029 Shares 145,719 Est. Cost $6.06 Unrealized
Invesco Van Kampen Advantage Muni Inc Tr II 0.4%
Value ($000) $1,017 Shares 119,616 Est. Cost $7.41 Unrealized
HBNC Horizon Bancorp Inc 0.4%
Value ($000) $997 Shares 77,738 Est. Cost $20.46 Unrealized -37.6%
EMXC iShares Emerging Markets ex-China ETF 0.4%
Value ($000) $964 Shares 16,750 Est. Cost $55.41 Unrealized
VIG Vanguard Dividend Appreciation ETF 0.4%
Value ($000) $912 Shares 4,995 Est. Cost $155.38 Unrealized
IJR iShares Core S&P Small-Cap ETF 0.4%
Value ($000) $912 Shares 8,251 Est. Cost $94.93 Unrealized
EWZS iShares MSCI Brazil Small-Cap ETF 0.4%
Value ($000) $909 Shares 62,500 Est. Cost $15.06 Unrealized
ILF iShares TR S&P Latin Amer 40 Index ETF 0.4%
Value ($000) $904 Shares 31,800 Est. Cost $29.06 Unrealized
ABT Abbott Laboratories Com 0.4%
Value ($000) $898 Shares 7,897 Est. Cost $39.82 Unrealized +178.2%
NKE Nike Inc Class B Com 0.4%
Value ($000) $870 Shares 9,257 Est. Cost $50.11 Unrealized +95.2%
DWS Municipal Income Trust 0.3%
Value ($000) $866 Shares 95,932 Est. Cost $7.70 Unrealized
EWZ iShares MSCI Brazil ETF 0.3%
Value ($000) $859 Shares 26,500 Est. Cost $34.96 Unrealized
BMY Bristol Myers Squibb CO Com 0.3%
Value ($000) $851 Shares 15,686 Est. Cost $38.04 Unrealized +21.4%
ADBE Adobe Systems Inc Com 0.3%
Value ($000) $822 Shares 1,630 Est. Cost $419.42 Unrealized +36.7%
DIS Disney CO Com 0.3%
Value ($000) $820 Shares 6,703 Est. Cost $65.49 Unrealized +56.3%
AMAT Applied Materials Inc Com 0.3%
Value ($000) $799 Shares 3,875 Est. Cost $112.22 Unrealized +60.8%
STRV Strive 500 ETF 0.3%
Value ($000) $774 Shares 23,000 Est. Cost $27.40 Unrealized
NEE NextEra Energy, Inc. 0.3%
Value ($000) $772 Shares 12,084 Est. Cost $53.03 Unrealized +4.5%
VUG Vanguard Growth ETF 0.3%
Value ($000) $756 Shares 2,197 Est. Cost $273.85 Unrealized
HD Home Depot Inc Com 0.3%
Value ($000) $741 Shares 1,931 Est. Cost $96.55 Unrealized +261.0%
VONV Vanguard Russell 1000 Value Index ETF 0.3%
Value ($000) $740 Shares 9,407 Est. Cost $66.66 Unrealized
WMT Wal Mart Stores Inc Com 0.3%
Value ($000) $730 Shares 12,135 Est. Cost $47.29 Unrealized +18.5%
DE Deere & CO 0.3%
Value ($000) $727 Shares 1,769 Est. Cost $270.24 Unrealized +37.9%
IJH iShares S&P Mid-Cap ETF 0.3%
Value ($000) $696 Shares 11,460 Est. Cost $95.25 Unrealized
MRK Merck & Co Inc 0.3%
Value ($000) $694 Shares 5,260 Est. Cost $53.01 Unrealized +118.4%
Western Asset Managed Municipal 0.3%
Value ($000) $674 Shares 64,512 Est. Cost $10.17 Unrealized
VTV Vanguard Value ETF 0.3%
Value ($000) $660 Shares 4,053 Est. Cost $138.44 Unrealized
SYY Sysco Corp Com 0.3%
Value ($000) $641 Shares 7,898 Est. Cost $33.13 Unrealized +125.2%
OEF iShares S&P 100 ETF 0.3%
Value ($000) $634 Shares 2,562 Est. Cost $200.64 Unrealized
IBM Intl Business Machines Corp Com 0.2%
Value ($000) $612 Shares 3,205 Est. Cost $110.64 Unrealized +56.0%
CSX CSX Corp Com 0.2%
Value ($000) $592 Shares 15,983 Est. Cost $25.24 Unrealized +40.6%
AXP American Express Co Com 0.2%
Value ($000) $578 Shares 2,537 Est. Cost $77.45 Unrealized +162.0%
AMGN Amgen Inc Com 0.2%
Value ($000) $557 Shares 1,960 Est. Cost $110.44 Unrealized +150.0%
PRU Prudential Financial Com 0.2%
Value ($000) $557 Shares 4,743 Est. Cost $42.37 Unrealized +132.7%
QCOM Qualcomm Inc Com 0.2%
Value ($000) $555 Shares 3,280 Est. Cost $48.56 Unrealized +205.9%
FCX Freeport-McMoran Inc 0.2%
Value ($000) $536 Shares 11,401 Est. Cost $37.69 Unrealized +4.5%
VTI Vanguard Total Stock Market ETF 0.2%
Value ($000) $527 Shares 2,028 Est. Cost $212.41 Unrealized
SDY SPDR S&P Dividend ETF 0.2%
Value ($000) $519 Shares 3,954 Est. Cost $115.01 Unrealized
GVI iShares Intermediate Gov/Cr ETF 0.2%
Value ($000) $484 Shares 4,652 Est. Cost $101.33 Unrealized
GWW Grainger W W Inc Com 0.2%
Value ($000) $478 Shares 470 Est. Cost $283.69 Unrealized +223.4%
QQQ Invesco QQQ Trust 0.2%
Value ($000) $475 Shares 1,070 Est. Cost $364.20 Unrealized
PFE Pfizer Inc Com 0.2%
Value ($000) $470 Shares 16,934 Est. Cost $29.11 Unrealized -15.3%
AEP American Electric Power Co Inc Com 0.2%
Value ($000) $457 Shares 5,307 Est. Cost $46.15 Unrealized +64.6%
RSP Invesco S&P 500 Eql Wgt ETF 0.2%
Value ($000) $448 Shares 2,646 Est. Cost $141.69 Unrealized
ITW Illinois Tool Works Inc Com 0.2%
Value ($000) $427 Shares 1,591 Est. Cost $82.71 Unrealized +199.4%
BA Boeing Co Com 0.2%
Value ($000) $427 Shares 2,210 Est. Cost $130.17 Unrealized +57.9%
FDX Fedex Corp Com 0.2%
Value ($000) $423 Shares 1,461 Est. Cost $92.07 Unrealized +160.5%
INTC Intel Corp Com 0.2%
Value ($000) $423 Shares 9,568 Est. Cost $25.45 Unrealized +73.0%
MET MetLife Inc Com 0.2%
Value ($000) $399 Shares 5,379 Est. Cost $30.45 Unrealized +116.8%
CSCO Cisco Systems Com 0.2%
Value ($000) $395 Shares 7,912 Est. Cost $22.30 Unrealized +111.8%
TSLA Tesla Inc 0.2%
Value ($000) $392 Shares 2,228 Est. Cost $225.23 Unrealized -13.3%
TGT Target Corp Com 0.2%
Value ($000) $390 Shares 2,198 Est. Cost $61.26 Unrealized +131.8%
EQR Equity Residential Pptys Tr Com 0.2%
Value ($000) $387 Shares 6,134 Est. Cost $32.18 Unrealized +74.7%
MDT Medtronic Hldg Ltd 0.2%
Value ($000) $387 Shares 4,440 Est. Cost $63.59 Unrealized +26.8%
NSC Norfolk Southern Corp Com 0.2%
Value ($000) $376 Shares 1,477 Est. Cost $206.61 Unrealized +15.1%
UPS United Parcel Svc Inc Cl B Com 0.2%
Value ($000) $373 Shares 2,510 Est. Cost $66.77 Unrealized +104.3%
ICE Intercontinental Exchange Inc 0.1%
Value ($000) $371 Shares 2,697 Est. Cost $56.13 Unrealized +131.3%
CRM Salesforce Inc 0.1%
Value ($000) $370 Shares 1,229 Est. Cost $174.16 Unrealized +63.7%
APD Air Products & Chemicals Inc Com 0.1%
Value ($000) $369 Shares 1,524 Est. Cost $94.13 Unrealized +147.0%
VNQ Vanguard REIT Index ETF 0.1%
Value ($000) $365 Shares 4,215 Est. Cost $84.40 Unrealized
MA Mastercard 0.1%
Value ($000) $356 Shares 739 Est. Cost $407.01 Unrealized +11.2%
NUE Nucor Corp Com 0.1%
Value ($000) $349 Shares 1,765 Est. Cost $119.11 Unrealized +48.8%
EEM iShares MSCI Emerging Markets Index 0.1%
Value ($000) $349 Shares 8,495 Est. Cost $37.95 Unrealized
UNH Unitedhealth Group Inc Com 0.1%
Value ($000) $349 Shares 705 Est. Cost $434.42 Unrealized +12.6%
CVS CVS Health Corp Com 0.1%
Value ($000) $341 Shares 4,280 Est. Cost $47.97 Unrealized +47.6%
ELV Elevance Health Inc 0.1%
Value ($000) $338 Shares 652 Est. Cost $274.36 Unrealized +75.6%
ADI Analog Devices Inc Com 0.1%
Value ($000) $334 Shares 1,687 Est. Cost $158.10 Unrealized +17.8%
LMT Lockheed Martin Corp Com 0.1%
Value ($000) $326 Shares 716 Est. Cost $202.81 Unrealized +105.1%
COP ConocoPhillips Inc Com 0.1%
Value ($000) $324 Shares 2,548 Est. Cost $83.95 Unrealized +28.2%
VZ Verizon Communications Com 0.1%
Value ($000) $322 Shares 7,664 Est. Cost $29.07 Unrealized +23.6%
EMR Emerson Elec CO Com 0.1%
Value ($000) $321 Shares 2,830 Est. Cost $70.25 Unrealized +41.5%
WSM Williams-Sonoma Inc. 0.1%
Value ($000) $318 Shares 1,000 Est. Cost $66.29 Unrealized +70.3%
MSTB LHA Market State Tactical Beta ETF 0.1%
Value ($000) $316 Shares 10,000 Est. Cost $26.15 Unrealized
RTX RTX Corporation 0.1%
Value ($000) $312 Shares 3,197 Est. Cost $81.24 Unrealized +6.9%
PRF Invesco FTSE RAFI US 1000 ETF 0.1%
Value ($000) $308 Shares 7,995 Est. Cost $31.82 Unrealized
VV Vanguard Index Funds Large Cap ETF 0.1%
Value ($000) $306 Shares 1,278 Est. Cost $195.69 Unrealized
VB Vanguard Small Cap ETF 0.1%
Value ($000) $295 Shares 1,292 Est. Cost $189.07 Unrealized
WFC Wells Fargo & Co New Com 0.1%
Value ($000) $291 Shares 5,015 Est. Cost $37.64 Unrealized +33.2%
KO Coca Cola Corp Com 0.1%
Value ($000) $291 Shares 4,750 Est. Cost $34.19 Unrealized +65.9%
IAU iShares Gold Trust 0.1%
Value ($000) $289 Shares 6,885 Est. Cost $34.99 Unrealized
SBUX Starbucks Corp Com 0.1%
Value ($000) $287 Shares 3,145 Est. Cost $77.81 Unrealized +13.9%
GUNR Flexshares Mstar Glbl Upstrm Nat Res ETF 0.1%
Value ($000) $281 Shares 6,851 Est. Cost $41.01 Unrealized
XLK Technology Select Sector SPDR 0.1%
Value ($000) $273 Shares 1,311 Est. Cost $153.83 Unrealized
ZBH Zimmer Biomet Hldgs Inc Com 0.1%
Value ($000) $271 Shares 2,050 Est. Cost $114.40 Unrealized +7.2%
VWO Vanguard FTSE Emerging Markets ETF 0.1%
Value ($000) $265 Shares 6,353 Est. Cost $39.21 Unrealized
AGG iShares Barclays Aggregate Bond 0.1%
Value ($000) $251 Shares 2,566 Est. Cost $94.04 Unrealized
CTSH Cognizant Technology Solutions Corp 0.1%
Value ($000) $249 Shares 3,397 Est. Cost $59.72 Unrealized +24.1%
LHA Market State Alpha Seeker ETF 0.1%
Value ($000) $240 Shares 10,000 Est. Cost $23.78 Unrealized
VTWG Vanguard Russell 2000 Growth Index ETF 0.1%
Value ($000) $238 Shares 1,208 Est. Cost $163.10 Unrealized
GLD MFC SPDR Gold Trust 0.1%
Value ($000) $235 Shares 1,142 Est. Cost $174.84 Unrealized
VTWV Vanguard Russell 2000 Value Index ETF 0.1%
Value ($000) $233 Shares 1,670 Est. Cost $119.39 Unrealized
JSTC Adasina Social Justice All Cap Global ETF 0.1%
Value ($000) $230 Shares 13,000 Est. Cost $15.38 Unrealized
BEN Franklin Res Inc Com 0.1%
Value ($000) $228 Shares 8,119 Est. Cost $20.94 Unrealized +17.4%
TIP iShares Tr US Treas Inflation Protected 0.1%
Value ($000) $216 Shares 2,015 Est. Cost $103.72 Unrealized
GE GE Aerospace Com 0.1%
Value ($000) $214 Shares 1,218 Est. Cost $88.66 Unrealized +31.3%
IEFA iShares Core MSCI EAFE ETF 0.1%
Value ($000) $214 Shares 2,880 Est. Cost $64.35 Unrealized
THO Thor Industries Inc 0.1%
Value ($000) $208 Shares 1,773 Est. Cost $99.20 Unrealized +10.8%
CL Colgate Palmolive Co Com 0.1%
Value ($000) $207 Shares 2,302 Est. Cost $69.73 Unrealized +16.6%
USB US Bancorp Com 0.1%
Value ($000) $205 Shares 4,577 Est. Cost $32.71 Unrealized +18.1%
PANW Palo Alto Networks Inc Com 0.1%
Value ($000) $203 Shares 714 Est. Cost $124.68 Unrealized +26.5%
DUK Duke Energy Corp New Com 0.1%
Value ($000) $198 Shares 2,047 Est. Cost $72.51 Unrealized +22.0%
KIDS OrthoPediatrics Corp. 0.1%
Value ($000) $197 Shares 6,765 Est. Cost $30.62 Unrealized -8.7%
VO Vanguard Mid Cap ETF 0.1%
Value ($000) $195 Shares 781 Est. Cost $209.80 Unrealized
MGK Vanguard Mega Cap Growth 0.1%
Value ($000) $195 Shares 680 Est. Cost $226.90 Unrealized
SPHQ Invesco S&P 500 Quality ETF 0.1%
Value ($000) $194 Shares 3,209 Est. Cost $50.04 Unrealized
PAYX Paychex Inc Com 0.1%
Value ($000) $193 Shares 1,570 Est. Cost $112.19 Unrealized +2.2%
MMM 3M Corp Com 0.1%
Value ($000) $190 Shares 1,794 Est. Cost $69.77 Unrealized +13.6%
HDV IShares Core High Dividend ETF 0.1%
Value ($000) $190 Shares 1,721 Est. Cost $98.89 Unrealized
ISRG Intuitive Surgical Inc New 0.1%
Value ($000) $190 Shares 475 Est. Cost $311.56 Unrealized +21.3%
DHR Danaher Corp Com 0.1%
Value ($000) $189 Shares 758 Est. Cost $222.09 Unrealized +8.7%
F Ford Mtr Co Com 0.1%
Value ($000) $188 Shares 14,185 Est. Cost $5.83 Unrealized +83.5%
MDLZ Mondelez International Inc 0.1%
Value ($000) $186 Shares 2,662 Est. Cost $67.21 Unrealized +2.5%
ET Energy Transfer LP 0.1%
Value ($000) $176 Shares 11,220 Est. Cost $9.41 Unrealized
KMB Kimberly Clark Corp Com 0.1%
Value ($000) $175 Shares 1,353 Est. Cost $112.73 Unrealized +1.2%
GS Goldman Sachs Group Com 0.1%
Value ($000) $171 Shares 409 Est. Cost $315.37 Unrealized +18.0%
ECL Ecolab Inc Com 0.1%
Value ($000) $171 Shares 739 Est. Cost $187.21 Unrealized +11.1%
TDTT Flexshares Tr IBoxx 3 Yr Tar Dur Tips Ind Fd 0.1%
Value ($000) $170 Shares 7,156 Est. Cost $23.71 Unrealized
IGIB iShares Intermediate-Term Corp Bond ETF 0.1%
Value ($000) $169 Shares 3,270 Est. Cost $48.65 Unrealized
DIA SPDR Dow Jones Industrial Average 0.1%
Value ($000) $167 Shares 421 Est. Cost $334.95 Unrealized
UNP Union Pacific Corp 0.1%
Value ($000) $165 Shares 672 Est. Cost $209.08 Unrealized +12.7%
YUM Yum! Brands Inc 0.1%
Value ($000) $165 Shares 1,190 Est. Cost $125.57 Unrealized +2.5%
VT Vanguard Total World Stock Index ETF 0.1%
Value ($000) $163 Shares 1,473 Est. Cost $93.18 Unrealized
SPYV SPDR Portfolio S&P 500 Value ETF 0.1%
Value ($000) $158 Shares 3,155 Est. Cost $41.26 Unrealized
VEA Vanguard FTSE Developed Markets ETF 0.1%
Value ($000) $158 Shares 3,140 Est. Cost $44.36 Unrealized
BAC Bank of America Corp Com 0.1%
Value ($000) $155 Shares 4,097 Est. Cost $29.40 Unrealized +11.6%
T AT&T Inc Com 0.1%
Value ($000) $154 Shares 8,761 Est. Cost $14.09 Unrealized +10.9%
HPQ HP Inc Com. 0.1%
Value ($000) $153 Shares 5,063 Est. Cost $27.96 Unrealized -2.3%
LHX L3Harris Technologies Inc 0.1%
Value ($000) $152 Shares 715 Est. Cost $175.00 Unrealized +15.6%
Nuveen Enhanced Municipal Credit Opps. 0.1%
Value ($000) $152 Shares 12,425 Est. Cost $10.43 Unrealized
MO Altria Group Inc Com 0.1%
Value ($000) $151 Shares 3,473 Est. Cost $33.97 Unrealized +5.1%
BEP MLP Brookfield Renewable Energy Partner 0.1%
Value ($000) $149 Shares 6,410 Est. Cost $21.74 Unrealized
SO Southern CO Com 0.1%
Value ($000) $148 Shares 2,060 Est. Cost $64.01 Unrealized +1.2%
Laboratory Corp Amer Hldgs Com 0.1%
Value ($000) $144 Shares 659 Est. Cost $201.05 Unrealized
CI Cigna Corp New 0.1%
Value ($000) $143 Shares 395 Est. Cost $272.79 Unrealized +16.5%
Putnam Mun Opportunities Tr 0.1%
Value ($000) $142 Shares 14,000 Est. Cost $9.20 Unrealized
IUSB iShares Core Total USD Bond Market ETF 0.1%
Value ($000) $140 Shares 3,071 Est. Cost $43.72 Unrealized
IEMG iShares Core MSCI Emerging Mkts ETF 0.1%
Value ($000) $137 Shares 2,652 Est. Cost $47.59 Unrealized
NI Nisource Inc Com 0.1%
Value ($000) $137 Shares 4,937 Est. Cost $24.99 Unrealized -0.6%
DVY iShares DJ Select Dividend Index Fd 0.1%
Value ($000) $130 Shares 1,053 Est. Cost $109.18 Unrealized
MTUM iShares Edge MSCI USA Momentum Fctr ETF 0.1%
Value ($000) $128 Shares 681 Est. Cost $187.35 Unrealized
MS Morgan Stanley Com 0.1%
Value ($000) $126 Shares 1,341 Est. Cost $80.55 Unrealized +3.3%
SCHH Schwab US REIT ETF 0.1%
Value ($000) $126 Shares 6,203 Est. Cost $17.75 Unrealized
GIS General Mills Inc Com 0.1%
Value ($000) $126 Shares 1,797 Est. Cost $72.63 Unrealized -16.6%
COIN Coinbase Global Inc Cl A 0.0%
Value ($000) $123 Shares 465 Est. Cost $84.28 Unrealized +113.5%
SPYM SPDR Portfolio S&P 500 ETF 0.0%
Value ($000) $123 Shares 2,000 Est. Cost $50.26 Unrealized
VYM Vanguard High Dividend Yield ETF 0.0%
Value ($000) $119 Shares 985 Est. Cost $103.32 Unrealized
XLV Health Care Select Sector SPDR 0.0%
Value ($000) $118 Shares 799 Est. Cost $128.74 Unrealized
CHD Church & Dwight Inc 0.0%
Value ($000) $118 Shares 1,128 Est. Cost $97.40 Unrealized +0.4%
INTU Intuit Corp 0.0%
Value ($000) $117 Shares 180 Est. Cost $498.82 Unrealized +26.5%
TRV Travelers Cos Inc Com St 0.0%
Value ($000) $117 Shares 507 Est. Cost $159.78 Unrealized +29.4%
LIN Linde Plc 0.0%
Value ($000) $116 Shares 250 Est. Cost $369.03 Unrealized +14.4%
DOW Dow Inc 0.0%
Value ($000) $115 Shares 1,990 Est. Cost $46.98 Unrealized +4.2%
ADM Archer Daniels Midland Co Com 0.0%
Value ($000) $113 Shares 1,804 Est. Cost $62.54 Unrealized -12.3%
MDY SPDR S&P MidCap 400 ETF 0.0%
Value ($000) $112 Shares 202 Est. Cost $456.64 Unrealized
Walgreens Boots Alliance Inc Com 0.0%
Value ($000) $112 Shares 5,150 Est. Cost $22.24 Unrealized
EPD Enterprise Products Partners LP 0.0%
Value ($000) $110 Shares 3,779 Est. Cost $27.30 Unrealized
FEX First Trust Large Cap Core AlphaDEX ETF 0.0%
Value ($000) $109 Shares 1,100 Est. Cost $99.24 Unrealized
ADP Automatic Data Processing Inc Com 0.0%
Value ($000) $109 Shares 435 Est. Cost $231.16 Unrealized +1.3%
IVW iShares S&P 500 Growth Index Fund 0.0%
Value ($000) $108 Shares 1,282 Est. Cost $68.42 Unrealized
EES WisdomTree US SmallCap Earnings ETF 0.0%
Value ($000) $107 Shares 2,143 Est. Cost $43.27 Unrealized
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.0%
Value ($000) $105 Shares 1,964 Est. Cost $53.34 Unrealized
O Realty Income Corporation Com 0.0%
Value ($000) $105 Shares 1,933 Est. Cost $50.15 Unrealized -3.0%
DRLL Strive U S Energy ETF 0.0%
Value ($000) $104 Shares 3,330 Est. Cost $30.08 Unrealized
VEU Vanguard FTSE All-World Ex 0.0%
Value ($000) $102 Shares 1,743 Est. Cost $51.87 Unrealized
EXC Exelon Corp Com 0.0%
Value ($000) $102 Shares 2,714 Est. Cost $37.24 Unrealized -10.8%
TXN Texas Instruments Inc Com 0.0%
Value ($000) $100 Shares 574 Est. Cost $158.73 Unrealized -0.5%
IJK iShares S&P MidCap 400 Growth Index 0.0%
Value ($000) $99 Shares 1,089 Est. Cost $74.28 Unrealized
STM STMicroelectronics NV 0.0%
Value ($000) $97 Shares 2,250 Est. Cost $43.16 Unrealized
FVAL Fidelity Value Factor ETF 0.0%
Value ($000) $96 Shares 1,677 Est. Cost $57.05 Unrealized
XLI Industrial Select Sector SPDR 0.0%
Value ($000) $95 Shares 756 Est. Cost $101.38 Unrealized
MAS Masco Corp Com 0.0%
Value ($000) $95 Shares 1,200 Est. Cost $55.30 Unrealized +26.1%
XLF Financial Select Sector SPDR 0.0%
Value ($000) $95 Shares 2,244 Est. Cost $34.07 Unrealized
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.0%
Value ($000) $93 Shares 2,380 Est. Cost $32.99 Unrealized
CMCSA Comcast Corp New Cl A Com 0.0%
Value ($000) $93 Shares 2,149 Est. Cost $41.27 Unrealized -1.6%
HPE Hewlett Packard Enterprise Co. 0.0%
Value ($000) $90 Shares 5,063 Est. Cost $16.09 Unrealized -4.2%
MCHP Microchip Technology Inc 0.0%
Value ($000) $90 Shares 999 Est. Cost $79.21 Unrealized +3.4%
SCZ iShares Tr MSCI EAFE Small Cap 0.0%
Value ($000) $88 Shares 1,389 Est. Cost $57.20 Unrealized
CME CME Group, Inc. 0.0%
Value ($000) $87 Shares 406 Est. Cost $180.89 Unrealized +9.0%
GSLC Goldman Sachs ActiveBeta US LgCp Eq ETF 0.0%
Value ($000) $87 Shares 834 Est. Cost $84.23 Unrealized
FITB Fifth Third Bancorp Com 0.0%
Value ($000) $85 Shares 2,276 Est. Cost $24.49 Unrealized +32.2%
XLY Consumer Discretionary SPDR 0.0%
Value ($000) $84 Shares 456 Est. Cost $160.98 Unrealized
SPGI S&P Global Inc 0.0%
Value ($000) $83 Shares 195 Est. Cost $394.38 Unrealized +8.3%
RWX SPDR DJ International Real Estate 0.0%
Value ($000) $82 Shares 3,162 Est. Cost $23.78 Unrealized
IEI iShares 3-7 Year Treasury Bond 0.0%
Value ($000) $82 Shares 710 Est. Cost $113.16 Unrealized
CB Chubb Limited 0.0%
Value ($000) $81 Shares 313 Est. Cost $198.64 Unrealized +21.4%
NEAR iShares Short Maturity Bond ETF 0.0%
Value ($000) $80 Shares 1,584 Est. Cost $49.89 Unrealized
PYPL PayPal Holdings Inc Com 0.0%
Value ($000) $79 Shares 1,175 Est. Cost $64.38 Unrealized -4.9%
PWR Quanta Services Inc Com 0.0%
Value ($000) $78 Shares 300 Est. Cost $199.88 Unrealized +10.4%
EW Edwards Lifesciences Corp Com 0.0%
Value ($000) $78 Shares 815 Est. Cost $80.36 Unrealized +4.5%
DRI Darden Restaurants Inc 0.0%
Value ($000) $78 Shares 465 Est. Cost $147.14 Unrealized +6.5%
SCHW Schwab Charles Corp Com 0.0%
Value ($000) $77 Shares 1,067 Est. Cost $62.09 Unrealized +3.5%
SHEL Shell Plc 0.0%
Value ($000) $76 Shares 1,133 Est. Cost $64.38 Unrealized
GOVT iShares US Treasury Bond ETF 0.0%
Value ($000) $76 Shares 3,319 Est. Cost $22.36 Unrealized
MCHI iShares MSCI China ETF 0.0%
Value ($000) $75 Shares 1,900 Est. Cost $43.29 Unrealized
XLE Energy Select Sector SPDR 0.0%
Value ($000) $75 Shares 799 Est. Cost $90.15 Unrealized
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $75 Shares 929 Est. Cost $70.76 Unrealized
EFG iShares MSCI EAFE Growth ETF 0.0%
Value ($000) $74 Shares 711 Est. Cost $88.08 Unrealized
PM Philip Morris International 0.0%
Value ($000) $73 Shares 801 Est. Cost $86.18 Unrealized -1.4%
PSX Phillips 66 0.0%
Value ($000) $73 Shares 445 Est. Cost $134.98 Unrealized 0.0%
IJJ iShares S&P Midcap 400/Value Fund 0.0%
Value ($000) $71 Shares 600 Est. Cost $100.93 Unrealized
USMV iShares Edge MSCI Min Vol USA ETF 0.0%
Value ($000) $68 Shares 811 Est. Cost $81.23 Unrealized
PCAR Paccar Inc Com 0.0%
Value ($000) $67 Shares 543 Est. Cost $95.30 Unrealized +5.8%
TROW T Rowe Price Group Inc Com 0.0%
Value ($000) $67 Shares 550 Est. Cost $100.28 Unrealized +1.5%
CLH Clean Harbors Inc 0.0%
Value ($000) $66 Shares 330 Est. Cost $168.59 Unrealized +6.6%
ARKK Ark Innovation ETF 0.0%
Value ($000) $65 Shares 1,300 Est. Cost $39.67 Unrealized
MUB iShares National Muni Bond ETF 0.0%
Value ($000) $64 Shares 599 Est. Cost $107.60 Unrealized
VTWO Vanguard Russell 2000 Index ETF 0.0%
Value ($000) $61 Shares 720 Est. Cost $71.44 Unrealized
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $60 Shares 331 Est. Cost $114.76 Unrealized +52.3%
ACN Accenture PLC Cl A 0.0%
Value ($000) $60 Shares 172 Est. Cost $346.55 Unrealized +2.4%
PH Parker Hannifin Corp Com 0.0%
Value ($000) $59 Shares 107 Est. Cost $493.54 Unrealized +1.0%
BP BP PLC Sponsored ADR 0.0%
Value ($000) $59 Shares 1,575 Est. Cost $38.28 Unrealized
BDX Becton Dickinson & CO Com 0.0%
Value ($000) $58 Shares 236 Est. Cost $242.83 Unrealized -5.0%
ACGL Arch Cap Group Ltd 0.0%
Value ($000) $58 Shares 624 Est. Cost $80.40 Unrealized 0.0%
AMT American Tower Corporation 0.0%
Value ($000) $57 Shares 290 Est. Cost $169.43 Unrealized +9.9%
EWJ iShares MSCI Japan ETF 0.0%
Value ($000) $57 Shares 800 Est. Cost $60.29 Unrealized
ENB Enbridge Inc Com 0.0%
Value ($000) $57 Shares 1,577 Est. Cost $30.38 Unrealized +3.8%
VBR Vanguard Small Cap Value ETF 0.0%
Value ($000) $56 Shares 293 Est. Cost $164.10 Unrealized
IEF iShares Barclays 7-10 year Treas Bond Fund 0.0%
Value ($000) $55 Shares 586 Est. Cost $91.89 Unrealized
DLTR Dollar Tree Stores Inc Com 0.0%
Value ($000) $55 Shares 416 Est. Cost $136.28 Unrealized +1.0%
EL Estee Lauder Cos Cl A Com 0.0%
Value ($000) $54 Shares 350 Est. Cost $158.99 Unrealized -14.1%
TT Trane Technologies PLC Class A 0.0%
Value ($000) $54 Shares 179 Est. Cost $267.07 Unrealized 0.0%
EFV iShares MSCI EAFE Value ETF 0.0%
Value ($000) $53 Shares 982 Est. Cost $49.65 Unrealized
FELE Franklin Electric Co Inc 0.0%
Value ($000) $53 Shares 500 Est. Cost $94.15 Unrealized +2.5%
VCSH Vanguard Short-Term Corporate Bond ETF 0.0%
Value ($000) $53 Shares 686 Est. Cost $75.15 Unrealized
MFC Manulife Financial Corp Com ADR 0.0%
Value ($000) $52 Shares 2,078 Est. Cost $18.90 Unrealized +21.6%
HAL Halliburton Co Com 0.0%
Value ($000) $51 Shares 1,300 Est. Cost $36.99 Unrealized -7.8%
CARR Carrier Global Corporation 0.0%
Value ($000) $51 Shares 880 Est. Cost $53.44 Unrealized +2.8%
XLP Select Sector SPDR Tr Cnsmr Staples 0.0%
Value ($000) $50 Shares 661 Est. Cost $68.81 Unrealized
AVGO Broadcom Inc Com 0.0%
Value ($000) $50 Shares 38 Est. Cost $83.97 Unrealized +44.4%
GEL Genesis Energy LP 0.0%
Value ($000) $50 Shares 4,500 Est. Cost $10.32 Unrealized
SHY iShares Lehman 1-3 Year Treasury Bond 0.0%
Value ($000) $49 Shares 599 Est. Cost $80.97 Unrealized
LII Lennox Intl Inc 0.0%
Value ($000) $49 Shares 100 Est. Cost $352.69 Unrealized +26.7%
IGSB iShares 1-3 Year Credit Bond ETF 0.0%
Value ($000) $49 Shares 949 Est. Cost $50.12 Unrealized
EOG EOG Resources Inc Com 0.0%
Value ($000) $48 Shares 372 Est. Cost $115.94 Unrealized -4.8%
FPE First Tr-Preferred Secur & Inc ETF 0.0%
Value ($000) $44 Shares 2,546 Est. Cost $17.32 Unrealized
IWS iShares Russell Mid-Cap Value Index 0.0%
Value ($000) $44 Shares 350 Est. Cost $104.34 Unrealized
IWP iShares Russell Mid-Cap Growth Index 0.0%
Value ($000) $44 Shares 383 Est. Cost $91.35 Unrealized
OTIS Otis Worldwide Corp 0.0%
Value ($000) $44 Shares 440 Est. Cost $82.19 Unrealized +8.9%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $44 Shares 75 Est. Cost $528.90 Unrealized +5.4%
VONG Vanguard Russell 1000 Growth Index Fd 0.0%
Value ($000) $43 Shares 500 Est. Cost $68.44 Unrealized
SPG Simon Property Group Inc Com 0.0%
Value ($000) $41 Shares 265 Est. Cost $133.23 Unrealized 0.0%
DD Dupont De Nemours Inc 0.0%
Value ($000) $39 Shares 514 Est. Cost $29.88 Unrealized -4.5%
Brookfield Renewable Corp 0.0%
Value ($000) $39 Shares 1,601 Est. Cost $23.94 Unrealized
ORLY O'Reilly Automotive Inc 0.0%
Value ($000) $38 Shares 34 Est. Cost $68.35 Unrealized +2.3%
ERTH Invesco Cleantech ETF 0.0%
Value ($000) $37 Shares 870 Est. Cost $44.28 Unrealized
SPSB SPDR Portfolio Short Term Corp Bond ETF 0.0%
Value ($000) $36 Shares 1,210 Est. Cost $29.32 Unrealized
PIPR Piper Sandler Companies Com 0.0%
Value ($000) $36 Shares 181 Est. Cost $144.50 Unrealized +26.5%
CPRT Copart Inc 0.0%
Value ($000) $36 Shares 618 Est. Cost $51.42 Unrealized 0.0%
SPYG SPDR Portfolio SP 500 Growth ETF 0.0%
Value ($000) $34 Shares 468 Est. Cost $59.28 Unrealized
VLO Valero Energy Com 0.0%
Value ($000) $34 Shares 200 Est. Cost $122.12 Unrealized +11.1%
ALC Alcon Inc 0.0%
Value ($000) $34 Shares 403 Est. Cost $79.67 Unrealized 0.0%
TSM ADR Taiwan Semiconductor Mfg 0.0%
Value ($000) $33 Shares 240 Est. Cost $136.05 Unrealized
NFLX Netflix Inc 0.0%
Value ($000) $32 Shares 53 Est. Cost $49.78 Unrealized +13.3%
PGR Progressive Corp 0.0%
Value ($000) $32 Shares 153 Est. Cost $170.60 Unrealized 0.0%
FRME First Merchants Corp Com 0.0%
Value ($000) $31 Shares 902 Est. Cost $27.26 Unrealized +17.2%
GSK GSK PLC ADR 0.0%
Value ($000) $31 Shares 730 Est. Cost $36.25 Unrealized
EWC iShares Inc MSCI CDA Index Fd 0.0%
Value ($000) $31 Shares 800 Est. Cost $33.46 Unrealized
LKFN Lakeland Finl Corp Common 0.0%
Value ($000) $30 Shares 459 Est. Cost $47.62 Unrealized +27.1%
SLB Schlumberger Ltd Com 0.0%
Value ($000) $30 Shares 539 Est. Cost $54.41 Unrealized -12.1%
HSY Hershey Foods Corp Com 0.0%
Value ($000) $29 Shares 150 Est. Cost $208.68 Unrealized -12.8%
VCIT Vanguard Intermediate-Term Corp. Bond ETF 0.0%
Value ($000) $29 Shares 359 Est. Cost $77.56 Unrealized
GDX VanEck Vectors Gold Miners ETF 0.0%
Value ($000) $28 Shares 886 Est. Cost $26.91 Unrealized
IJS iShares S&P Smallcap 600/Value Fund 0.0%
Value ($000) $27 Shares 266 Est. Cost $89.22 Unrealized
STZ Constellation Brands Inc Cl A 0.0%
Value ($000) $27 Shares 100 Est. Cost $249.26 Unrealized -2.4%
OXY Occidental Petroleum 0.0%
Value ($000) $27 Shares 414 Est. Cost $60.27 Unrealized -4.5%
IYG iShares US Financial Services ETF 0.0%
Value ($000) $27 Shares 402 Est. Cost $110.47 Unrealized
Tellurian Inc 0.0%
Value ($000) $26 Shares 40,000 Est. Cost $1.16 Unrealized
MPC Marathon Petroleum Corp Com 0.0%
Value ($000) $26 Shares 130 Est. Cost $132.62 Unrealized +23.9%
FTV Fortive Corp 0.0%
Value ($000) $26 Shares 301 Est. Cost $60.21 Unrealized 0.0%
COKE Coca Cola Bottling Co 0.0%
Value ($000) $25 Shares 30 Est. Cost $64.34 Unrealized +31.6%
WAT Waters Corp Com 0.0%
Value ($000) $25 Shares 73 Est. Cost $328.72 Unrealized 0.0%
MRSH Marsh & McLennan CO Inc Com 0.0%
Value ($000) $25 Shares 120 Est. Cost $193.37 Unrealized 0.0%
SNY SANOFI Sponsored ADR 0.0%
Value ($000) $24 Shares 500 Est. Cost $53.64 Unrealized
CAG Conagra Inc Com 0.0%
Value ($000) $24 Shares 800 Est. Cost $27.08 Unrealized -5.1%
BAX Baxter International 0.0%
Value ($000) $23 Shares 549 Est. Cost $40.15 Unrealized -3.1%
HCA HCA Healthcare Inc 0.0%
Value ($000) $23 Shares 70 Est. Cost $301.08 Unrealized 0.0%
DAR Darling Ingredients Inc 0.0%
Value ($000) $23 Shares 500 Est. Cost $62.48 Unrealized -29.5%
PCRX Pacira Pharmaceuticals Inc 0.0%
Value ($000) $22 Shares 760 Est. Cost $36.04 Unrealized -14.8%
CCJ Cameco Corporation 0.0%
Value ($000) $22 Shares 500 Est. Cost $35.17 Unrealized +24.1%
C Citigroup Inc Com New 0.0%
Value ($000) $22 Shares 340 Est. Cost $40.46 Unrealized +29.8%
ALL Allstate Corp 0.0%
Value ($000) $21 Shares 124 Est. Cost $112.94 Unrealized +34.5%
BN Brookfield Corp Reg Shs A Lmtd Vtg. 0.0%
Value ($000) $21 Shares 507 Est. Cost $26.63 Unrealized 0.0%
BSV Vanguard Short-Term Bond ETF 0.0%
Value ($000) $21 Shares 269 Est. Cost $75.17 Unrealized
CDW CDW Corp 0.0%
Value ($000) $20 Shares 80 Est. Cost $193.29 Unrealized +19.8%
HOG Harley Davidson Inc Com 0.0%
Value ($000) $20 Shares 455 Est. Cost $34.79 Unrealized +6.3%
Marathon Oil Corp Com 0.0%
Value ($000) $20 Shares 700 Est. Cost $26.75 Unrealized
A Agilent Technologies Inc Com 0.0%
Value ($000) $20 Shares 136 Est. Cost $135.18 Unrealized 0.0%
WHR Whirlpool Corp Com 0.0%
Value ($000) $20 Shares 165 Est. Cost $141.23 Unrealized -21.1%
FERG1GBX Ferguson PLC 0.0%
Value ($000) $20 Shares 90 Est. Cost $218.43 Unrealized
PSTG Pure Storage Inc Class A 0.0%
Value ($000) $19 Shares 375 Est. Cost $37.08 Unrealized +20.4%
DGX Quest Diagnostics 0.0%
Value ($000) $19 Shares 145 Est. Cost $125.21 Unrealized 0.0%
SUI Sun Communities Inc 0.0%
Value ($000) $19 Shares 150 Est. Cost $118.34 Unrealized
HOLX Hologic Inc 0.0%
Value ($000) $19 Shares 238 Est. Cost $74.39 Unrealized 0.0%
XLB Materials Select Sector SPDR 0.0%
Value ($000) $18 Shares 199 Est. Cost $78.55 Unrealized
MDIV First Trust Multi-Asset Div. Inc. Index ETF 0.0%
Value ($000) $18 Shares 1,165 Est. Cost $15.79 Unrealized
WY Weyerhaeuser Corp Com 0.0%
Value ($000) $18 Shares 489 Est. Cost $30.62 Unrealized +4.2%
BIP Brookfield Infrastructure LP 0.0%
Value ($000) $18 Shares 562 Est. Cost $29.40 Unrealized
IVE IShares S&P 500 Value ETF 0.0%
Value ($000) $17 Shares 92 Est. Cost $173.89 Unrealized
Hess Corp Com Stk 0.0%
Value ($000) $17 Shares 111 Est. Cost $152.64 Unrealized
ITA iShares US Aerospace & Defense ETF 0.0%
Value ($000) $16 Shares 125 Est. Cost $126.60 Unrealized
BX Blackstone Inc 0.0%
Value ($000) $16 Shares 125 Est. Cost $118.70 Unrealized 0.0%
RCI Rogers Communications Inc Cl B Com 0.0%
Value ($000) $16 Shares 400 Est. Cost $41.95 Unrealized +7.9%
NOW ServiceNow Inc 0.0%
Value ($000) $16 Shares 21 Est. Cost $151.51 Unrealized 0.0%
KEY Keycorp New Com 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $9.75 Unrealized +35.1%
DG Dollar General Corp. 0.0%
Value ($000) $16 Shares 100 Est. Cost $141.69 Unrealized -3.7%
ROK Rockwell Automation Inc 0.0%
Value ($000) $15 Shares 53 Est. Cost $278.76 Unrealized 0.0%
BND Vanguard Total Bond Market ETF 0.0%
Value ($000) $15 Shares 210 Est. Cost $69.78 Unrealized
SLV iShares Silver Trust 0.0%
Value ($000) $15 Shares 670 Est. Cost $22.75 Unrealized
RFDI First Trust RiverFront Dyn Dev Intl. ETF 0.0%
Value ($000) $15 Shares 235 Est. Cost $64.27 Unrealized
BIIB Biogen Inc Com 0.0%
Value ($000) $14 Shares 65 Est. Cost $267.47 Unrealized -12.4%
SNA Snap On Tools Corp Com 0.0%
Value ($000) $14 Shares 47 Est. Cost $253.68 Unrealized +6.4%
CNI Canadian National Railway Co 0.0%
Value ($000) $14 Shares 104 Est. Cost $109.31 Unrealized +12.5%
ITOT iShares Core S&P Total U S Stock Mkt ETF 0.0%
Value ($000) $13 Shares 117 Est. Cost $105.23 Unrealized
IBIT iShares Bitcoin Trust ETF 0.0%
Value ($000) $13 Shares 330 Est. Cost $40.47 Unrealized
Hawaiian Holdings Inc 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $14.20 Unrealized
DHI D R Horton Inc Com 0.0%
Value ($000) $13 Shares 81 Est. Cost $147.13 Unrealized 0.0%
EXE Chesapeake Energy Corp 0.0%
Value ($000) $13 Shares 150 Est. Cost $77.05 Unrealized -1.7%
VBK Vanguard Small-Cap Growth ETF 0.0%
Value ($000) $13 Shares 48 Est. Cost $241.77 Unrealized
MSI Motorola Solutions Inc 0.0%
Value ($000) $12 Shares 35 Est. Cost $295.69 Unrealized +9.1%
ARKB Ark 21Shares Bitcoin ETF 0.0%
Value ($000) $12 Shares 165 Est. Cost $70.98 Unrealized
ANDE Andersons Inc 0.0%
Value ($000) $12 Shares 202 Est. Cost $48.08 Unrealized +8.2%
LBRDK Liberty Broadband Corp Ser C 0.0%
Value ($000) $11 Shares 200 Est. Cost $61.93 Unrealized 0.0%
TXG 10x Genomics Inc Ordinary Shares - Class A 0.0%
Value ($000) $11 Shares 300 Est. Cost $52.02 Unrealized -15.5%
USHY iShares Broad USD High Yield Corp Bd ETF 0.0%
Value ($000) $11 Shares 297 Est. Cost $34.71 Unrealized
IYR iShares US Real Estate ETF 0.0%
Value ($000) $11 Shares 120 Est. Cost $78.14 Unrealized
CEG Constellation Energy Corp 0.0%
Value ($000) $11 Shares 58 Est. Cost $101.44 Unrealized +38.3%
QSR Restaurant Brands Int'l Inc 0.0%
Value ($000) $11 Shares 134 Est. Cost $71.81 Unrealized +8.6%
MKTX MarketAxess Hldgs Inc 0.0%
Value ($000) $10 Shares 47 Est. Cost $228.96 Unrealized 0.0%
FLOT iShares Floating Rate Bond ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.89 Unrealized
WEN Wendys Co 0.0%
Value ($000) $10 Shares 541 Est. Cost $20.88 Unrealized -10.0%
SAM Boston Beer Inc Cl A 0.0%
Value ($000) $10 Shares 33 Est. Cost $350.39 Unrealized -4.8%
XLC Communication Services Sel Sect SPDR ETF 0.0%
Value ($000) $10 Shares 122 Est. Cost $65.57 Unrealized
GXC SPDR S&P China ETF 0.0%
Value ($000) $10 Shares 150 Est. Cost $71.55 Unrealized
IJT iShares S&P SmallCap 600 Growth 0.0%
Value ($000) $10 Shares 75 Est. Cost $130.73 Unrealized
TFC Truist Finl Corp 0.0%
Value ($000) $10 Shares 250 Est. Cost $33.38 Unrealized 0.0%
WMB Williams Company Inc 0.0%
Value ($000) $10 Shares 244 Est. Cost $32.16 Unrealized +2.6%
VSS Vanguard FTSE All World ex-US SmCp ETF 0.0%
Value ($000) $9 Shares 81 Est. Cost $115.02 Unrealized
STXG Strive 1000 Growth ETF 0.0%
Value ($000) $9 Shares 250 Est. Cost $30.04 Unrealized
PNC PNC Financial Services Group Com 0.0%
Value ($000) $9 Shares 58 Est. Cost $115.08 Unrealized +22.6%
KD Kyndryl Hldgs Inc 0.0%
Value ($000) $9 Shares 423 Est. Cost $14.83 Unrealized +43.4%
DEO Diageo PLC Sponsored ADR New 0.0%
Value ($000) $9 Shares 61 Est. Cost $149.18 Unrealized
COWZ Pacer US Cash Cows 100 ETF 0.0%
Value ($000) $9 Shares 155 Est. Cost $51.99 Unrealized
TU TELUS Corp 0.0%
Value ($000) $9 Shares 560 Est. Cost $17.62 Unrealized -0.7%
NFRA Flexshares STOXX Global Broad Infra Index ETF 0.0%
Value ($000) $9 Shares 163 Est. Cost $48.43 Unrealized
Skechers USA Inc 0.0%
Value ($000) $9 Shares 145 Est. Cost $48.95 Unrealized
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $9 Shares 3 Est. Cost $41.61 Unrealized +22.9%
Nuveen AMT Free Muni Credit Income Fund 0.0%
Value ($000) $9 Shares 716 Est. Cost $12.15 Unrealized
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $8 Shares 20 Est. Cost $369.42 Unrealized +14.4%
DXCM DexCom Inc 0.0%
Value ($000) $8 Shares 60 Est. Cost $102.16 Unrealized +23.0%
LAC Lithium Americas Corp Com NPV WI 0.0%
Value ($000) $8 Shares 1,190 Est. Cost $7.45 Unrealized -30.2%
STXV Strive 1000 Value ETF 0.0%
Value ($000) $8 Shares 260 Est. Cost $24.64 Unrealized
XLU Utilities Select Sector SPDR 0.0%
Value ($000) $7 Shares 113 Est. Cost $58.93 Unrealized
LUV Southwest Airlines CO Com 0.0%
Value ($000) $7 Shares 250 Est. Cost $30.88 Unrealized -4.0%
NVS Novartis AG Sponsored ADR 0.0%
Value ($000) $7 Shares 75 Est. Cost $101.87 Unrealized
DAC Danaos Corporation 0.0%
Value ($000) $7 Shares 100 Est. Cost $62.28 Unrealized +12.1%
SMMV iShares MSCI USA Sm-Cp Min Vol Factor ETF 0.0%
Value ($000) $7 Shares 191 Est. Cost $37.45 Unrealized
GNK Genco Shipping & Trading Ltd 0.0%
Value ($000) $7 Shares 350 Est. Cost $13.79 Unrealized +34.2%
WM Waste Management Inc 0.0%
Value ($000) $7 Shares 33 Est. Cost $156.02 Unrealized +22.4%
PLTR Palantir Technologies Inc Cl A 0.0%
Value ($000) $7 Shares 300 Est. Cost $15.93 Unrealized +33.8%
BABA Alibaba Group Holding LTD 0.0%
Value ($000) $7 Shares 93 Est. Cost $86.74 Unrealized
WPM Wheaton Precious Metals Corp. Com. 0.0%
Value ($000) $7 Shares 142 Est. Cost $44.49 Unrealized +0.0%
LTRN Lantern Pharma Inc 0.0%
Value ($000) $7 Shares 750 Est. Cost $5.34 Unrealized 0.0%
DECK Deckers Outdoor Corp 0.0%
Value ($000) $7 Shares 7 Est. Cost $101.64 Unrealized +36.4%
JNK SPDR Blmbg Barclays High Yield Bond ETF 0.0%
Value ($000) $6 Shares 68 Est. Cost $90.40 Unrealized
MOAT VanEck Morningstar Wide Moat ETF 0.0%
Value ($000) $6 Shares 72 Est. Cost $84.88 Unrealized
XIFR NextEra Energy Partners LP 0.0%
Value ($000) $6 Shares 215 Est. Cost $50.66 Unrealized -43.8%
Lithium Americas Argentina Corp Com NPV WI 0.0%
Value ($000) $6 Shares 1,190 Est. Cost $6.32 Unrealized
NWL Newell Brands Inc Com 0.0%
Value ($000) $6 Shares 750 Est. Cost $8.96 Unrealized -18.6%
JCI Johnson Controls Inc. 0.0%
Value ($000) $6 Shares 90 Est. Cost $59.18 Unrealized -4.3%
GERN Geron Corp 0.0%
Value ($000) $6 Shares 1,736 Est. Cost $2.71 Unrealized -17.7%
BAM Brookfield Asset Managmt Ltd Class A Vtg Shs 0.0%
Value ($000) $6 Shares 131 Est. Cost $37.97 Unrealized 0.0%
IQV IQVIA Holdings Inc 0.0%
Value ($000) $5 Shares 21 Est. Cost $205.32 Unrealized +13.7%
MRVL Marvell Technology Group Ltd 0.0%
Value ($000) $5 Shares 67 Est. Cost $58.53 Unrealized +16.3%
CLX Clorox CO Com 0.0%
Value ($000) $5 Shares 30 Est. Cost $139.91 Unrealized +0.2%
STXK Strive Small-Cap ETF 0.0%
Value ($000) $4 Shares 150 Est. Cost $25.20 Unrealized
HWM Howmet Aerospace Inc 0.0%
Value ($000) $4 Shares 65 Est. Cost $61.00 Unrealized 0.0%
WLKP Westlake Chemical Partners LP 0.0%
Value ($000) $4 Shares 200 Est. Cost $21.75 Unrealized
CALF Pacer US Small Cap Cash Cows 100 ETF 0.0%
Value ($000) $4 Shares 90 Est. Cost $48.03 Unrealized
CAH Cardinal Health Inc Com 0.0%
Value ($000) $4 Shares 39 Est. Cost $95.72 Unrealized +9.3%
FXU First Trust Utilities AlphaDEX ETF 0.0%
Value ($000) $4 Shares 130 Est. Cost $28.56 Unrealized
Nikola Corp 0.0%
Value ($000) $4 Shares 3,850 Est. Cost $1.57 Unrealized
IP International Paper Co Com 0.0%
Value ($000) $4 Shares 100 Est. Cost $30.68 Unrealized +9.5%
ZTS Zoetis Inc Cl A 0.0%
Value ($000) $4 Shares 23 Est. Cost $175.92 Unrealized +4.2%
AIRR First Trust RBA Amer Indst Ren ETF 0.0%
Value ($000) $4 Shares 55 Est. Cost $57.84 Unrealized
IEP Icahn Enterprises L.P 0.0%
Value ($000) $4 Shares 215 Est. Cost $19.78 Unrealized
DBRG Digitalbridge Group Inc Cl A New 0.0%
Value ($000) $4 Shares 187 Est. Cost $16.39 Unrealized +14.1%
EMB iShares JPMorgan USD Emerging Mkts Bd ETF 0.0%
Value ($000) $4 Shares 40 Est. Cost $82.53 Unrealized
MNKD Mankind Corp. Com. 0.0%
Value ($000) $3 Shares 700 Est. Cost $4.49 Unrealized -12.6%
STXE Strive Emerging Markets Ex-China ETF 0.0%
Value ($000) $3 Shares 110 Est. Cost $25.00 Unrealized
SPIB SPDR Portfolio Interm Term Corp Bd ETF 0.0%
Value ($000) $3 Shares 92 Est. Cost $31.45 Unrealized
LIT Global X Lithium & Battery Tech ETF 0.0%
Value ($000) $3 Shares 65 Est. Cost $55.17 Unrealized
VGIT Vanguard Intmdt-Term Trs ETF 0.0%
Value ($000) $3 Shares 47 Est. Cost $57.15 Unrealized
VGK Vanguard MSCI Europe ETF 0.0%
Value ($000) $3 Shares 40 Est. Cost $57.92 Unrealized
VOT Vanguard Mid-Cap Growth Index ETF 0.0%
Value ($000) $2 Shares 10 Est. Cost $194.80 Unrealized
Brookfield Infrastructure Corp 0.0%
Value ($000) $2 Shares 61 Est. Cost $35.34 Unrealized
OXY/WS Occidental Pete Corp - Warrant 0.0%
Value ($000) $2 Shares 51 Est. Cost $43.25 Unrealized
CREX Creative Realities Inc 0.0%
Value ($000) $2 Shares 570 Est. Cost $3.36 Unrealized 0.0%
INGR Ingredion Inc 0.0%
Value ($000) $2 Shares 17 Est. Cost $103.74 Unrealized +8.5%
GILD Gilead Sciences Inc 0.0%
Value ($000) $2 Shares 25 Est. Cost $70.68 Unrealized +1.9%
ZM Zoom Video Communications Inc 0.0%
Value ($000) $2 Shares 23 Est. Cost $69.41 Unrealized -4.0%
BLV Vanguard Long-Term Bond ETF 0.0%
Value ($000) $1 Shares 18 Est. Cost $67.06 Unrealized
DKNG Draftkings Inc New Cl A 0.0%
Value ($000) $1 Shares 25 Est. Cost $29.54 Unrealized +37.8%
ETR Entergy Corp New Com 0.0%
Value ($000) $1 Shares 9 Est. Cost $44.83 Unrealized +6.3%
XLRE Real Estate Select Sector SPDR 0.0%
Value ($000) $1 Shares 24 Est. Cost $34.08 Unrealized
LIVE Live Ventures Inc 0.0%
Value ($000) $1 Shares 34 Est. Cost $25.96 Unrealized 0.0%
KHC Kraft Heinz Co Com 0.0%
Value ($000) $1 Shares 23 Est. Cost $30.50 Unrealized +7.5%
VTRS Viatris Inc 0.0%
Value ($000) $1 Shares 68 Est. Cost $9.34 Unrealized +18.2%
IWO IShares Russell 2000 Growth 0.0%
Value ($000) $1 Shares 3 Est. Cost $224.00 Unrealized
VOE Vanguard Mid-Cap Value ETF 0.0%
Value ($000) $1 Shares 5 Est. Cost $131.00 Unrealized
GEHC GE Healthcare Technologies Inc. 0.0%
Value ($000) $1 Shares 8 Est. Cost $72.48 Unrealized +14.5%
VMBS Vanguard Mortgage-Backed Securities ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $43.80 Unrealized
BYND Beyond Meat Inc 0.0%
Value ($000) $1 Shares 75 Est. Cost $13.04 Unrealized -41.0%
SLVM Sylvamo Corp 0.0%
Value ($000) $1 Shares 9 Est. Cost $43.77 Unrealized +15.1%
RIVN Rivian Automotive Inc Class A 0.0%
Value ($000) $1 Shares 50 Est. Cost $23.35 Unrealized -38.3%
ONL Orion Office Reit Inc 0.0%
Value ($000) $0 Shares 87 Est. Cost $5.21 Unrealized
Viracta Therapeutics Inc 0.0%
Value ($000) $0 Shares 200 Est. Cost $1.04 Unrealized
SunPower Corporation 0.0%
Value ($000) $0 Shares 50 Est. Cost $6.18 Unrealized
KSS Kohls Corp Com 0.0%
Value ($000) $0 Shares 5 Est. Cost $25.24 Unrealized +6.3%