Indiana Trust & Investment Management CO Diversified Active

CIK: 0001356407 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 10, 2024

Total Value ($000): $272,452 (100.0% shares, 0.0% debt)

Holdings (451)

SPY SPDR S&P 500 Index 9.0%
Value ($000) $24,531 Shares 45,076 Est. Cost $427.48 Unrealized
NVDA Nvidia Corp Com 8.1%
Value ($000) $22,097 Shares 178,862 Est. Cost $95.96 Unrealized +5.3%
LLY Lilly Eli & CO Com 5.7%
Value ($000) $15,484 Shares 17,102 Est. Cost $185.94 Unrealized +325.4%
AAPL Apple Computer Inc Com 5.1%
Value ($000) $13,762 Shares 65,339 Est. Cost $87.93 Unrealized +110.5%
GOOGL Alphabet Inc Cap Stock Cl A (Google) 3.4%
Value ($000) $9,186 Shares 50,432 Est. Cost $110.84 Unrealized +51.0%
IWB iShares Russell 1000 Index 2.8%
Value ($000) $7,616 Shares 25,598 Est. Cost $107.80 Unrealized
AMZN Amazon.Com Inc Com 2.6%
Value ($000) $7,112 Shares 36,801 Est. Cost $128.24 Unrealized +43.3%
IWF iShares Russell 1000 Growth Index 2.6%
Value ($000) $6,989 Shares 19,173 Est. Cost $276.46 Unrealized
COST Costco Whsl Corp New Com 2.3%
Value ($000) $6,300 Shares 7,412 Est. Cost $267.71 Unrealized +189.0%
MSFT Microsoft Corp Com 2.1%
Value ($000) $5,719 Shares 12,796 Est. Cost $155.29 Unrealized +168.7%
JPM JPMorgan Chase & Co Com 2.0%
Value ($000) $5,462 Shares 27,003 Est. Cost $59.02 Unrealized +220.6%
BALL Ball Corp Com 1.7%
Value ($000) $4,583 Shares 76,365 Est. Cost $29.31 Unrealized +123.1%
META Meta Platforms Inc (formerly Facebook Inc) 1.5%
Value ($000) $4,193 Shares 8,315 Est. Cost $259.25 Unrealized +86.4%
FISV Fiserv Inc Com 1.3%
Value ($000) $3,556 Shares 23,859 Est. Cost $54.37 Unrealized +178.4%
ORCL Oracle Corp Com 1.3%
Value ($000) $3,537 Shares 25,051 Est. Cost $30.84 Unrealized +296.6%
TJX TJX Cos Inc Com 1.0%
Value ($000) $2,829 Shares 25,697 Est. Cost $36.84 Unrealized +167.8%
Nuveen Quality Muni Income Fund 1.0%
Value ($000) $2,642 Shares 225,001 Est. Cost $10.14 Unrealized
LOW Lowes Companies Inc Com 1.0%
Value ($000) $2,616 Shares 11,866 Est. Cost $59.68 Unrealized +270.9%
SRCE 1st Source Corp Com 1.0%
Value ($000) $2,614 Shares 48,755 Est. Cost $45.09 Unrealized
Nuveen AMT-Free Municipal Income Fund 0.9%
Value ($000) $2,441 Shares 213,000 Est. Cost $9.68 Unrealized
IWR iShares Russell Midcap Index 0.8%
Value ($000) $2,191 Shares 27,027 Est. Cost $69.25 Unrealized
V Visa Inc Class A Shares 0.8%
Value ($000) $2,148 Shares 8,184 Est. Cost $118.28 Unrealized +129.0%
PG Procter & Gamble Co Com 0.7%
Value ($000) $1,986 Shares 12,045 Est. Cost $63.83 Unrealized +146.3%
ABBV AbbVie Inc 0.7%
Value ($000) $1,958 Shares 11,416 Est. Cost $42.99 Unrealized +265.5%
IVV iShares Core S&P 500 Index ETF 0.7%
Value ($000) $1,918 Shares 3,505 Est. Cost $449.53 Unrealized
IWM iShares Russell 2000 Index Fd 0.7%
Value ($000) $1,874 Shares 9,235 Est. Cost $181.86 Unrealized
Blackrock Inc 0.7%
Value ($000) $1,868 Shares 2,373 Est. Cost $434.06 Unrealized
XOM Exxon Mobil Corp Com 0.7%
Value ($000) $1,859 Shares 16,145 Est. Cost $69.43 Unrealized +58.6%
Blackrock Muni Yield Quality Fund 0.7%
Value ($000) $1,848 Shares 150,454 Est. Cost $10.23 Unrealized
CAT Caterpillar Inc Com 0.7%
Value ($000) $1,825 Shares 5,480 Est. Cost $159.54 Unrealized +112.3%
Invesco Muni Invmt. Grade Trust 0.6%
Value ($000) $1,750 Shares 170,380 Est. Cost $8.50 Unrealized
VOO Vanguard S&P 500 ETF 0.6%
Value ($000) $1,725 Shares 3,449 Est. Cost $394.69 Unrealized
AllianceBernstein Ntl. Muni Inc. 0.6%
Value ($000) $1,692 Shares 152,252 Est. Cost $9.34 Unrealized
VGT Vanguard Info Tech ETF 0.6%
Value ($000) $1,688 Shares 2,928 Est. Cost $414.90 Unrealized
IWC iShares Tr Russell Microcap Index 0.6%
Value ($000) $1,679 Shares 14,730 Est. Cost $100.10 Unrealized
QQQ Invesco QQQ Trust 0.6%
Value ($000) $1,642 Shares 3,428 Est. Cost $443.24 Unrealized
JNJ Johnson & Johnson Com 0.6%
Value ($000) $1,635 Shares 11,185 Est. Cost $82.28 Unrealized +71.9%
Eaton Vance Municipal Bond Fund 0.6%
Value ($000) $1,551 Shares 146,593 Est. Cost $8.96 Unrealized
GD General Dynamics Corp Com 0.6%
Value ($000) $1,519 Shares 5,235 Est. Cost $127.45 Unrealized +122.9%
EFA iShares MSCI EAFE Index Fund 0.5%
Value ($000) $1,460 Shares 18,640 Est. Cost $68.92 Unrealized
SYK Stryker Corp 0.5%
Value ($000) $1,428 Shares 4,196 Est. Cost $141.62 Unrealized +135.4%
ETN Eaton Corp PLC 0.5%
Value ($000) $1,420 Shares 4,528 Est. Cost $124.96 Unrealized +153.9%
PEP Pepsico Inc Com 0.5%
Value ($000) $1,368 Shares 8,292 Est. Cost $75.96 Unrealized +113.7%
GOOG Alphabet Inc Cap Stock Cl C (Google) 0.5%
Value ($000) $1,341 Shares 7,311 Est. Cost $112.13 Unrealized +50.6%
IWD iShares Russell 1000 Value Index 0.5%
Value ($000) $1,331 Shares 7,629 Est. Cost $151.82 Unrealized
VONE Vanguard Russell 1000 Index ETF 0.5%
Value ($000) $1,318 Shares 5,355 Est. Cost $194.66 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 0.5%
Value ($000) $1,293 Shares 3,178 Est. Cost $169.30 Unrealized +141.4%
ONB Old National Bancorp Com 0.5%
Value ($000) $1,242 Shares 72,278 Est. Cost $18.21 Unrealized -8.7%
MCD McDonalds Corp Com 0.5%
Value ($000) $1,227 Shares 4,815 Est. Cost $84.29 Unrealized +202.6%
HON Honeywell Intl Inc Com 0.4%
Value ($000) $1,212 Shares 5,678 Est. Cost $104.98 Unrealized +75.1%
CVX Chevron Corporation 0.4%
Value ($000) $1,158 Shares 7,403 Est. Cost $74.23 Unrealized +99.9%
BlackRock Municipal Income Quality Trust 0.4%
Value ($000) $1,124 Shares 98,118 Est. Cost $9.86 Unrealized
AMAT Applied Materials Inc Com 0.4%
Value ($000) $1,091 Shares 4,625 Est. Cost $128.30 Unrealized +64.8%
AFL Aflac Inc Com 0.4%
Value ($000) $1,091 Shares 12,216 Est. Cost $31.82 Unrealized +161.1%
LQD iShares IBoxx Invest Grade Corp Bond 0.4%
Value ($000) $1,068 Shares 9,970 Est. Cost $102.02 Unrealized
Invesco Van Kampen Advantage Muni Inc Tr II 0.4%
Value ($000) $1,061 Shares 119,616 Est. Cost $7.41 Unrealized
XMVFX BlackRock MuniVest Fund Inc 0.4%
Value ($000) $1,045 Shares 145,719 Est. Cost $6.06 Unrealized
EMXC iShares Emerging Markets ex-China ETF 0.4%
Value ($000) $992 Shares 16,750 Est. Cost $55.41 Unrealized
HBNC Horizon Bancorp Inc 0.3%
Value ($000) $948 Shares 76,638 Est. Cost $20.46 Unrealized -41.2%
VIG Vanguard Dividend Appreciation ETF 0.3%
Value ($000) $912 Shares 4,995 Est. Cost $155.38 Unrealized
IJR iShares Core S&P Small-Cap ETF 0.3%
Value ($000) $869 Shares 8,146 Est. Cost $94.93 Unrealized
NEE NextEra Energy, Inc. 0.3%
Value ($000) $844 Shares 11,924 Est. Cost $53.03 Unrealized +27.5%
VUG Vanguard Growth ETF 0.3%
Value ($000) $818 Shares 2,188 Est. Cost $273.85 Unrealized
VONV Vanguard Russell 1000 Value Index ETF 0.3%
Value ($000) $817 Shares 10,671 Est. Cost $67.83 Unrealized
WMT Wal Mart Stores Inc Com 0.3%
Value ($000) $816 Shares 12,050 Est. Cost $47.29 Unrealized +31.0%
MA Mastercard 0.3%
Value ($000) $805 Shares 1,824 Est. Cost $433.54 Unrealized +4.2%
STRV Strive 500 ETF 0.3%
Value ($000) $804 Shares 23,000 Est. Cost $27.40 Unrealized
ILF iShares TR S&P Latin Amer 40 Index ETF 0.3%
Value ($000) $787 Shares 31,800 Est. Cost $29.06 Unrealized
DWS Municipal Income Trust 0.3%
Value ($000) $766 Shares 80,932 Est. Cost $7.70 Unrealized
FCX Freeport-McMoran Inc 0.3%
Value ($000) $749 Shares 15,411 Est. Cost $40.72 Unrealized +21.1%
QCOM Qualcomm Inc Com 0.3%
Value ($000) $747 Shares 3,751 Est. Cost $65.36 Unrealized +179.0%
EWZS iShares MSCI Brazil Small-Cap ETF 0.3%
Value ($000) $734 Shares 62,500 Est. Cost $15.06 Unrealized
EWZ iShares MSCI Brazil ETF 0.3%
Value ($000) $724 Shares 26,500 Est. Cost $34.96 Unrealized
ABT Abbott Laboratories Com 0.3%
Value ($000) $722 Shares 6,946 Est. Cost $39.82 Unrealized +158.5%
NKE Nike Inc Class B Com 0.3%
Value ($000) $689 Shares 9,136 Est. Cost $50.11 Unrealized +79.0%
OEF iShares S&P 100 ETF 0.2%
Value ($000) $677 Shares 2,562 Est. Cost $200.64 Unrealized
Western Asset Managed Municipal 0.2%
Value ($000) $668 Shares 64,512 Est. Cost $10.17 Unrealized
AXP American Express Co Com 0.2%
Value ($000) $667 Shares 2,882 Est. Cost $95.39 Unrealized +138.3%
MRK Merck & Co Inc 0.2%
Value ($000) $651 Shares 5,260 Est. Cost $53.01 Unrealized +129.6%
IJH iShares S&P Mid-Cap ETF 0.2%
Value ($000) $627 Shares 10,720 Est. Cost $95.25 Unrealized
COP ConocoPhillips Inc Com 0.2%
Value ($000) $617 Shares 5,393 Est. Cost $100.53 Unrealized +14.8%
AMGN Amgen Inc Com 0.2%
Value ($000) $612 Shares 1,960 Est. Cost $110.44 Unrealized +152.9%
BMY Bristol Myers Squibb CO Com 0.2%
Value ($000) $585 Shares 14,091 Est. Cost $38.04 Unrealized +7.8%
DE Deere & CO 0.2%
Value ($000) $584 Shares 1,564 Est. Cost $270.24 Unrealized +40.8%
HD Home Depot Inc Com 0.2%
Value ($000) $581 Shares 1,688 Est. Cost $96.55 Unrealized +239.3%
AMD Advanced Micro Devices Inc 0.2%
Value ($000) $570 Shares 3,511 Est. Cost $156.53 Unrealized +2.8%
VTV Vanguard Value ETF 0.2%
Value ($000) $569 Shares 3,546 Est. Cost $138.44 Unrealized
IBM Intl Business Machines Corp Com 0.2%
Value ($000) $551 Shares 3,185 Est. Cost $110.64 Unrealized +49.9%
VTI Vanguard Total Stock Market ETF 0.2%
Value ($000) $543 Shares 2,028 Est. Cost $212.41 Unrealized
SDY SPDR S&P Dividend ETF 0.2%
Value ($000) $541 Shares 4,254 Est. Cost $115.87 Unrealized
SYY Sysco Corp Com 0.2%
Value ($000) $540 Shares 7,568 Est. Cost $33.13 Unrealized +114.8%
CSX CSX Corp Com 0.2%
Value ($000) $533 Shares 15,933 Est. Cost $25.24 Unrealized +31.2%
VT Vanguard Total World Stock Index ETF 0.2%
Value ($000) $532 Shares 4,721 Est. Cost $106.56 Unrealized
DIS Disney CO Com 0.2%
Value ($000) $525 Shares 5,283 Est. Cost $65.49 Unrealized +61.1%
PRU Prudential Financial Com 0.2%
Value ($000) $514 Shares 4,388 Est. Cost $42.37 Unrealized +151.9%
GVI iShares Intermediate Gov/Cr ETF 0.2%
Value ($000) $483 Shares 4,652 Est. Cost $101.33 Unrealized
PFE Pfizer Inc Com 0.2%
Value ($000) $474 Shares 16,934 Est. Cost $29.11 Unrealized -14.9%
AEP American Electric Power Co Inc Com 0.2%
Value ($000) $464 Shares 5,292 Est. Cost $46.15 Unrealized +79.0%
TSLA Tesla Inc 0.2%
Value ($000) $441 Shares 2,228 Est. Cost $225.23 Unrealized -22.4%
ICE Intercontinental Exchange Inc 0.2%
Value ($000) $431 Shares 3,146 Est. Cost $66.92 Unrealized +96.9%
RSP Invesco S&P 500 Eql Wgt ETF 0.2%
Value ($000) $426 Shares 2,596 Est. Cost $141.69 Unrealized
EQR Equity Residential Pptys Tr Com 0.2%
Value ($000) $425 Shares 6,134 Est. Cost $32.18 Unrealized +88.6%
GWW Grainger W W Inc Com 0.2%
Value ($000) $424 Shares 470 Est. Cost $283.69 Unrealized +227.0%
CSCO Cisco Systems Com 0.1%
Value ($000) $408 Shares 8,590 Est. Cost $24.11 Unrealized +87.8%
UNH Unitedhealth Group Inc Com 0.1%
Value ($000) $405 Shares 796 Est. Cost $438.84 Unrealized +7.8%
APD Air Products & Chemicals Inc Com 0.1%
Value ($000) $393 Shares 1,524 Est. Cost $94.13 Unrealized +157.5%
ADI Analog Devices Inc Com 0.1%
Value ($000) $386 Shares 1,692 Est. Cost $158.10 Unrealized +31.3%
UNP Union Pacific Corp 0.1%
Value ($000) $385 Shares 1,700 Est. Cost $219.01 Unrealized +3.0%
ITW Illinois Tool Works Inc Com 0.1%
Value ($000) $375 Shares 1,581 Est. Cost $82.71 Unrealized +186.3%
MET MetLife Inc Com 0.1%
Value ($000) $367 Shares 5,231 Est. Cost $30.45 Unrealized +123.8%
IJK iShares S&P MidCap 400 Growth Index 0.1%
Value ($000) $365 Shares 4,139 Est. Cost $84.47 Unrealized
EEM iShares MSCI Emerging Markets Index 0.1%
Value ($000) $362 Shares 8,495 Est. Cost $37.95 Unrealized
WTTR Select Water Solutions Inc Cl A 0.1%
Value ($000) $359 Shares 33,566 Est. Cost $10.70 Unrealized
ELV Elevance Health Inc 0.1%
Value ($000) $354 Shares 653 Est. Cost $274.36 Unrealized +87.2%
MDT Medtronic PLC 0.1%
Value ($000) $349 Shares 4,440 Est. Cost $63.59 Unrealized +22.8%
WFC Wells Fargo & Co New Com 0.1%
Value ($000) $343 Shares 5,780 Est. Cost $40.19 Unrealized +41.5%
RTX RTX Corporation 0.1%
Value ($000) $343 Shares 3,418 Est. Cost $82.46 Unrealized +21.4%
ADBE Adobe Systems Inc Com 0.1%
Value ($000) $333 Shares 600 Est. Cost $419.42 Unrealized +15.5%
LMT Lockheed Martin Corp Com 0.1%
Value ($000) $330 Shares 706 Est. Cost $202.81 Unrealized +117.7%
TGT Target Corp Com 0.1%
Value ($000) $325 Shares 2,198 Est. Cost $61.26 Unrealized +141.5%
MSTB LHA Market State Tactical Beta ETF 0.1%
Value ($000) $325 Shares 10,000 Est. Cost $26.15 Unrealized
VV Vanguard Index Funds Large Cap ETF 0.1%
Value ($000) $319 Shares 1,278 Est. Cost $195.69 Unrealized
VNQ Vanguard REIT Index ETF 0.1%
Value ($000) $317 Shares 3,787 Est. Cost $84.40 Unrealized
NSC Norfolk Southern Corp Com 0.1%
Value ($000) $317 Shares 1,477 Est. Cost $206.61 Unrealized +8.5%
PRF Invesco FTSE RAFI US 1000 ETF 0.1%
Value ($000) $303 Shares 7,995 Est. Cost $31.82 Unrealized
IAU iShares Gold Trust 0.1%
Value ($000) $302 Shares 6,885 Est. Cost $34.99 Unrealized
DVY iShares DJ Select Dividend Index Fd 0.1%
Value ($000) $296 Shares 2,449 Est. Cost $115.91 Unrealized
HDV IShares Core High Dividend ETF 0.1%
Value ($000) $294 Shares 2,708 Est. Cost $102.47 Unrealized
KO Coca Cola Corp Com 0.1%
Value ($000) $283 Shares 4,449 Est. Cost $34.19 Unrealized +72.3%
EMR Emerson Elec CO Com 0.1%
Value ($000) $283 Shares 2,568 Est. Cost $70.25 Unrealized +53.0%
WSM Williams-Sonoma Inc. 0.1%
Value ($000) $282 Shares 1,000 Est. Cost $66.29 Unrealized +119.5%
BAC Bank of America Corp Com 0.1%
Value ($000) $282 Shares 7,100 Est. Cost $32.54 Unrealized +13.2%
VB Vanguard Small Cap ETF 0.1%
Value ($000) $282 Shares 1,292 Est. Cost $189.07 Unrealized
CRM Salesforce Inc 0.1%
Value ($000) $279 Shares 1,084 Est. Cost $174.16 Unrealized +52.0%
PSX Phillips 66 0.1%
Value ($000) $275 Shares 1,945 Est. Cost $138.56 Unrealized +0.8%
VWO Vanguard FTSE Emerging Markets ETF 0.1%
Value ($000) $265 Shares 6,063 Est. Cost $39.21 Unrealized
BA Boeing Co Com 0.1%
Value ($000) $260 Shares 1,430 Est. Cost $130.17 Unrealized +36.9%
IUSG iShares Core S&P US Growth ETF 0.1%
Value ($000) $259 Shares 2,033 Est. Cost $127.48 Unrealized
FDX Fedex Corp Com 0.1%
Value ($000) $258 Shares 861 Est. Cost $92.07 Unrealized +173.5%
VZ Verizon Communications Com 0.1%
Value ($000) $257 Shares 6,231 Est. Cost $29.07 Unrealized +25.5%
UPS United Parcel Svc Inc Cl B Com 0.1%
Value ($000) $255 Shares 1,860 Est. Cost $66.77 Unrealized +94.7%
NUE Nucor Corp Com 0.1%
Value ($000) $254 Shares 1,608 Est. Cost $119.11 Unrealized +41.9%
CTSH Cognizant Technology Solutions Corp 0.1%
Value ($000) $250 Shares 3,677 Est. Cost $60.20 Unrealized +9.7%
INTC Intel Corp Com 0.1%
Value ($000) $248 Shares 7,998 Est. Cost $25.45 Unrealized +27.7%
SBUX Starbucks Corp Com 0.1%
Value ($000) $245 Shares 3,145 Est. Cost $77.81 Unrealized +0.3%
GLD MFC SPDR Gold Trust 0.1%
Value ($000) $243 Shares 1,128 Est. Cost $174.84 Unrealized
LHA Market State Alpha Seeker ETF 0.1%
Value ($000) $242 Shares 10,000 Est. Cost $23.78 Unrealized
ZBH Zimmer Biomet Hldgs Inc Com 0.1%
Value ($000) $232 Shares 2,139 Est. Cost $114.47 Unrealized +1.3%
VTWG Vanguard Russell 2000 Growth Index ETF 0.1%
Value ($000) $231 Shares 1,208 Est. Cost $163.10 Unrealized
XLE Energy Select Sector SPDR 0.1%
Value ($000) $227 Shares 2,490 Est. Cost $90.83 Unrealized
XLK Technology Select Sector SPDR 0.1%
Value ($000) $226 Shares 1,001 Est. Cost $153.83 Unrealized
JSTC Adasina Social Justice All Cap Global ETF 0.1%
Value ($000) $225 Shares 13,000 Est. Cost $15.38 Unrealized
PANW Palo Alto Networks Inc Com 0.1%
Value ($000) $225 Shares 664 Est. Cost $124.68 Unrealized +20.0%
VTWV Vanguard Russell 2000 Value Index ETF 0.1%
Value ($000) $224 Shares 1,670 Est. Cost $119.39 Unrealized
EPD Enterprise Products Partners LP 0.1%
Value ($000) $223 Shares 7,694 Est. Cost $28.15 Unrealized
BX Blackstone Inc 0.1%
Value ($000) $223 Shares 1,799 Est. Cost $117.89 Unrealized -0.1%
ISRG Intuitive Surgical Inc New 0.1%
Value ($000) $222 Shares 500 Est. Cost $315.89 Unrealized +26.1%
DUK Duke Energy Corp New Com 0.1%
Value ($000) $215 Shares 2,147 Est. Cost $73.52 Unrealized +28.2%
CL Colgate Palmolive Co Com 0.1%
Value ($000) $215 Shares 2,212 Est. Cost $69.73 Unrealized +27.7%
MGK Vanguard Mega Cap Growth 0.1%
Value ($000) $214 Shares 680 Est. Cost $226.90 Unrealized
TIP iShares Tr US Treas Inflation Protected 0.1%
Value ($000) $209 Shares 1,960 Est. Cost $103.72 Unrealized
SPHQ Invesco S&P 500 Quality ETF 0.1%
Value ($000) $204 Shares 3,209 Est. Cost $50.04 Unrealized
KIDS OrthoPediatrics Corp. 0.1%
Value ($000) $195 Shares 6,765 Est. Cost $30.62 Unrealized +0.1%
GE GE Aerospace Com 0.1%
Value ($000) $194 Shares 1,218 Est. Cost $88.66 Unrealized +78.2%
OKE ONEOK, Inc. 0.1%
Value ($000) $190 Shares 2,334 Est. Cost $73.92 Unrealized 0.0%
DHR Danaher Corp Com 0.1%
Value ($000) $190 Shares 760 Est. Cost $222.09 Unrealized +12.7%
PAYX Paychex Inc Com 0.1%
Value ($000) $186 Shares 1,570 Est. Cost $112.19 Unrealized +3.7%
KMB Kimberly Clark Corp Com 0.1%
Value ($000) $185 Shares 1,338 Est. Cost $112.73 Unrealized +11.1%
F Ford Mtr Co Com 0.1%
Value ($000) $184 Shares 14,700 Est. Cost $6.01 Unrealized +85.2%
USB US Bancorp Com 0.1%
Value ($000) $182 Shares 4,593 Est. Cost $32.71 Unrealized +15.4%
ET Energy Transfer LP 0.1%
Value ($000) $182 Shares 11,220 Est. Cost $9.41 Unrealized
BEN Franklin Res Inc Com 0.1%
Value ($000) $181 Shares 8,119 Est. Cost $20.94 Unrealized +3.8%
VO Vanguard Mid Cap ETF 0.1%
Value ($000) $181 Shares 749 Est. Cost $209.80 Unrealized
GS Goldman Sachs Group Com 0.1%
Value ($000) $177 Shares 392 Est. Cost $315.37 Unrealized +34.4%
HPQ HP Inc Com. 0.1%
Value ($000) $177 Shares 5,063 Est. Cost $27.96 Unrealized +6.3%
ECL Ecolab Inc Com 0.1%
Value ($000) $176 Shares 739 Est. Cost $187.21 Unrealized +21.3%
CVS CVS Health Corp Com 0.1%
Value ($000) $175 Shares 2,959 Est. Cost $47.97 Unrealized +22.0%
MDLZ Mondelez International Inc 0.1%
Value ($000) $174 Shares 2,662 Est. Cost $67.21 Unrealized -3.1%
IGIB iShares Intermediate-Term Corp Bond ETF 0.1%
Value ($000) $168 Shares 3,270 Est. Cost $48.65 Unrealized
T AT&T Inc Com 0.1%
Value ($000) $167 Shares 8,746 Est. Cost $14.09 Unrealized +14.7%
THO Thor Industries Inc 0.1%
Value ($000) $166 Shares 1,773 Est. Cost $99.20 Unrealized -3.0%
DIA SPDR Dow Jones Industrial Average 0.1%
Value ($000) $165 Shares 421 Est. Cost $334.95 Unrealized
LHX L3Harris Technologies Inc 0.1%
Value ($000) $161 Shares 715 Est. Cost $175.00 Unrealized +19.5%
SO Southern CO Com 0.1%
Value ($000) $160 Shares 2,060 Est. Cost $64.01 Unrealized +12.1%
BEP MLP Brookfield Renewable Energy Partner 0.1%
Value ($000) $159 Shares 6,410 Est. Cost $21.74 Unrealized
YUM Yum! Brands Inc 0.1%
Value ($000) $158 Shares 1,190 Est. Cost $125.57 Unrealized +6.2%
Nuveen Enhanced Municipal Credit Opps. 0.1%
Value ($000) $153 Shares 12,425 Est. Cost $10.43 Unrealized
NI Nisource Inc Com 0.1%
Value ($000) $151 Shares 5,237 Est. Cost $25.10 Unrealized +7.2%
VEA Vanguard FTSE Developed Markets ETF 0.1%
Value ($000) $150 Shares 3,042 Est. Cost $44.36 Unrealized
CI Cigna Corp New 0.1%
Value ($000) $145 Shares 439 Est. Cost $278.94 Unrealized +19.8%
Putnam Mun Opportunities Tr 0.1%
Value ($000) $144 Shares 14,000 Est. Cost $9.20 Unrealized
SPYV SPDR Portfolio S&P 500 Value ETF 0.1%
Value ($000) $140 Shares 2,879 Est. Cost $41.26 Unrealized
MO Altria Group Inc Com 0.1%
Value ($000) $139 Shares 3,050 Est. Cost $33.97 Unrealized +15.1%
IUSB iShares Core Total USD Bond Market ETF 0.1%
Value ($000) $139 Shares 3,071 Est. Cost $43.72 Unrealized
MTUM iShares Edge MSCI USA Momentum Fctr ETF 0.0%
Value ($000) $133 Shares 681 Est. Cost $187.35 Unrealized
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $130 Shares 1,796 Est. Cost $64.35 Unrealized
MS Morgan Stanley Com 0.0%
Value ($000) $130 Shares 1,341 Est. Cost $80.55 Unrealized +12.7%
VYM Vanguard High Dividend Yield ETF 0.0%
Value ($000) $130 Shares 1,095 Est. Cost $104.85 Unrealized
SPYM SPDR Portfolio S&P 500 ETF 0.0%
Value ($000) $128 Shares 2,000 Est. Cost $50.26 Unrealized
CMCSA Comcast Corp New Cl A Com 0.0%
Value ($000) $128 Shares 3,259 Est. Cost $39.86 Unrealized -6.9%
GIS General Mills Inc Com 0.0%
Value ($000) $126 Shares 1,997 Est. Cost $71.81 Unrealized -10.3%
SCHH Schwab US REIT ETF 0.0%
Value ($000) $124 Shares 6,203 Est. Cost $17.75 Unrealized
MMM 3M Corp Com 0.0%
Value ($000) $122 Shares 1,194 Est. Cost $69.77 Unrealized +35.1%
TSM ADR Taiwan Semiconductor Mfg 0.0%
Value ($000) $120 Shares 688 Est. Cost $160.64 Unrealized
IVW iShares S&P 500 Growth Index Fund 0.0%
Value ($000) $119 Shares 1,282 Est. Cost $68.42 Unrealized
INTU Intuit Corp 0.0%
Value ($000) $118 Shares 180 Est. Cost $498.82 Unrealized +23.1%
CHD Church & Dwight Inc 0.0%
Value ($000) $114 Shares 1,100 Est. Cost $97.40 Unrealized +6.5%
TXN Texas Instruments Inc Com 0.0%
Value ($000) $112 Shares 576 Est. Cost $158.73 Unrealized +11.0%
SHEL Shell Plc 0.0%
Value ($000) $110 Shares 1,521 Est. Cost $66.37 Unrealized
LIN Linde Plc 0.0%
Value ($000) $110 Shares 250 Est. Cost $369.03 Unrealized +16.7%
ADM Archer Daniels Midland Co Com 0.0%
Value ($000) $109 Shares 1,804 Est. Cost $62.54 Unrealized -7.7%
MDY SPDR S&P MidCap 400 ETF 0.0%
Value ($000) $108 Shares 202 Est. Cost $456.64 Unrealized
HPE Hewlett Packard Enterprise Co. 0.0%
Value ($000) $107 Shares 5,063 Est. Cost $16.09 Unrealized +9.5%
AGG iShares Barclays Aggregate Bond 0.0%
Value ($000) $107 Shares 1,102 Est. Cost $94.04 Unrealized
FEX First Trust Large Cap Core AlphaDEX ETF 0.0%
Value ($000) $107 Shares 1,100 Est. Cost $99.24 Unrealized
DOW Dow Inc 0.0%
Value ($000) $106 Shares 1,990 Est. Cost $46.98 Unrealized +9.0%
ADP Automatic Data Processing Inc Com 0.0%
Value ($000) $104 Shares 435 Est. Cost $231.16 Unrealized +2.4%
COIN Coinbase Global Inc Cl A 0.0%
Value ($000) $103 Shares 465 Est. Cost $84.28 Unrealized +173.0%
TRV Travelers Cos Inc Com St 0.0%
Value ($000) $103 Shares 507 Est. Cost $159.78 Unrealized +30.7%
VEU Vanguard FTSE All-World Ex 0.0%
Value ($000) $102 Shares 1,743 Est. Cost $51.87 Unrealized
O Realty Income Corporation Com 0.0%
Value ($000) $102 Shares 1,933 Est. Cost $50.15 Unrealized -3.0%
EES WisdomTree US SmallCap Earnings ETF 0.0%
Value ($000) $101 Shares 2,143 Est. Cost $43.27 Unrealized
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.0%
Value ($000) $101 Shares 1,964 Est. Cost $53.34 Unrealized
DRLL Strive U S Energy ETF 0.0%
Value ($000) $100 Shares 3,330 Est. Cost $30.08 Unrealized
OTIS Otis Worldwide Corp 0.0%
Value ($000) $95 Shares 990 Est. Cost $88.59 Unrealized +5.8%
EXC Exelon Corp Com 0.0%
Value ($000) $94 Shares 2,714 Est. Cost $37.24 Unrealized -6.7%
Cresilon Inc A-3 Shadow Preferred Stock 0.0%
Value ($000) $94 Shares 73,074 Est. Cost $1.28 Unrealized
CARR Carrier Global Corporation 0.0%
Value ($000) $93 Shares 1,475 Est. Cost $56.17 Unrealized +7.2%
IEMG iShares Core MSCI Emerging Mkts ETF 0.0%
Value ($000) $92 Shares 1,726 Est. Cost $47.59 Unrealized
MCHP Microchip Technology Inc 0.0%
Value ($000) $91 Shares 999 Est. Cost $79.21 Unrealized +10.3%
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.0%
Value ($000) $91 Shares 2,380 Est. Cost $32.99 Unrealized
SNY SANOFI Sponsored ADR 0.0%
Value ($000) $90 Shares 1,848 Est. Cost $49.91 Unrealized
STM STMicroelectronics NV 0.0%
Value ($000) $88 Shares 2,250 Est. Cost $43.16 Unrealized
SPGI S&P Global Inc 0.0%
Value ($000) $87 Shares 195 Est. Cost $394.38 Unrealized +7.5%
HSBC USA Inc 09/27/2024 0.0%
Value ($000) $85 Shares 8,000 Est. Cost $10.67 Unrealized
AVGO Broadcom Inc Com 0.0%
Value ($000) $85 Shares 53 Est. Cost $99.17 Unrealized +38.8%
SCZ iShares Tr MSCI EAFE Small Cap 0.0%
Value ($000) $83 Shares 1,349 Est. Cost $57.20 Unrealized
FITB Fifth Third Bancorp Com 0.0%
Value ($000) $83 Shares 2,276 Est. Cost $24.49 Unrealized +40.1%
PM Philip Morris International 0.0%
Value ($000) $81 Shares 801 Est. Cost $86.18 Unrealized +5.9%
MCHI iShares MSCI China ETF 0.0%
Value ($000) $80 Shares 1,900 Est. Cost $43.29 Unrealized
MAS Masco Corp Com 0.0%
Value ($000) $80 Shares 1,200 Est. Cost $55.30 Unrealized +23.9%
CB Chubb Limited 0.0%
Value ($000) $80 Shares 313 Est. Cost $198.64 Unrealized +27.2%
CME CME Group, Inc. 0.0%
Value ($000) $80 Shares 406 Est. Cost $180.89 Unrealized +7.8%
XLV Health Care Select Sector SPDR 0.0%
Value ($000) $79 Shares 544 Est. Cost $128.74 Unrealized
SCHW Schwab Charles Corp Com 0.0%
Value ($000) $79 Shares 1,075 Est. Cost $62.09 Unrealized +16.5%
XLI Industrial Select Sector SPDR 0.0%
Value ($000) $77 Shares 631 Est. Cost $101.38 Unrealized
PWR Quanta Services Inc Com 0.0%
Value ($000) $76 Shares 300 Est. Cost $199.88 Unrealized +32.3%
EW Edwards Lifesciences Corp Com 0.0%
Value ($000) $75 Shares 815 Est. Cost $80.36 Unrealized +10.2%
CLH Clean Harbors Inc 0.0%
Value ($000) $75 Shares 330 Est. Cost $168.59 Unrealized +24.3%
BP BP PLC Sponsored ADR 0.0%
Value ($000) $73 Shares 2,034 Est. Cost $37.79 Unrealized
EFG iShares MSCI EAFE Growth ETF 0.0%
Value ($000) $73 Shares 711 Est. Cost $88.08 Unrealized
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $72 Shares 929 Est. Cost $70.76 Unrealized
NVO Novo-Nordisk AS ADR 0.0%
Value ($000) $70 Shares 491 Est. Cost $142.74 Unrealized
PYPL PayPal Holdings Inc Com 0.0%
Value ($000) $68 Shares 1,175 Est. Cost $64.38 Unrealized -1.4%
USMV iShares Edge MSCI Min Vol USA ETF 0.0%
Value ($000) $68 Shares 811 Est. Cost $81.23 Unrealized
IJJ iShares S&P Midcap 400/Value Fund 0.0%
Value ($000) $68 Shares 600 Est. Cost $100.93 Unrealized
MFC Manulife Financial Corp Com ADR 0.0%
Value ($000) $68 Shares 2,540 Est. Cost $20.01 Unrealized +24.9%
IBIT iShares Bitcoin Trust ETF 0.0%
Value ($000) $68 Shares 1,980 Est. Cost $35.19 Unrealized
DRI Darden Restaurants Inc 0.0%
Value ($000) $67 Shares 445 Est. Cost $147.14 Unrealized -1.6%
XLF Financial Select Sector SPDR 0.0%
Value ($000) $67 Shares 1,625 Est. Cost $34.07 Unrealized
ACGL Arch Cap Group Ltd 0.0%
Value ($000) $65 Shares 641 Est. Cost $80.72 Unrealized +14.6%
GEL Genesis Energy LP 0.0%
Value ($000) $64 Shares 4,500 Est. Cost $10.32 Unrealized
OXY Occidental Petroleum 0.0%
Value ($000) $64 Shares 1,014 Est. Cost $61.30 Unrealized +1.2%
KMI Kinder Morgan Inc Del Com 0.0%
Value ($000) $64 Shares 3,200 Est. Cost $17.73 Unrealized 0.0%
TROW T Rowe Price Group Inc Com 0.0%
Value ($000) $63 Shares 550 Est. Cost $100.28 Unrealized +5.6%
ARKB Ark 21Shares Bitcoin ETF 0.0%
Value ($000) $61 Shares 1,010 Est. Cost $61.78 Unrealized
VTWO Vanguard Russell 2000 Index ETF 0.0%
Value ($000) $59 Shares 720 Est. Cost $71.44 Unrealized
TT Trane Technologies PLC Class A 0.0%
Value ($000) $59 Shares 179 Est. Cost $267.07 Unrealized +17.5%
XLY Consumer Discretionary SPDR 0.0%
Value ($000) $59 Shares 322 Est. Cost $160.98 Unrealized
ARKK Ark Innovation ETF 0.0%
Value ($000) $57 Shares 1,300 Est. Cost $39.67 Unrealized
PCAR Paccar Inc Com 0.0%
Value ($000) $57 Shares 554 Est. Cost $95.46 Unrealized +8.6%
WMB Williams Company Inc 0.0%
Value ($000) $56 Shares 1,322 Est. Cost $36.68 Unrealized +2.8%
ENB Enbridge Inc Com 0.0%
Value ($000) $56 Shares 1,577 Est. Cost $30.38 Unrealized +6.5%
BDX Becton Dickinson & CO Com 0.0%
Value ($000) $56 Shares 240 Est. Cost $242.58 Unrealized -6.1%
EWJ iShares MSCI Japan ETF 0.0%
Value ($000) $55 Shares 800 Est. Cost $60.29 Unrealized
LII Lennox Intl Inc 0.0%
Value ($000) $53 Shares 100 Est. Cost $352.69 Unrealized +37.5%
AZN Astrazeneca PLC ADR 0.0%
Value ($000) $53 Shares 681 Est. Cost $77.99 Unrealized
ACN Accenture PLC Cl A 0.0%
Value ($000) $53 Shares 175 Est. Cost $345.74 Unrealized -13.4%
GEV GE Vernova LLC Com 0.0%
Value ($000) $52 Shares 304 Est. Cost $158.10 Unrealized 0.0%
RELX Relx PLC ADR 0.0%
Value ($000) $52 Shares 1,136 Est. Cost $45.88 Unrealized
EFV iShares MSCI EAFE Value ETF 0.0%
Value ($000) $52 Shares 982 Est. Cost $49.65 Unrealized
NFLX Netflix Inc 0.0%
Value ($000) $52 Shares 77 Est. Cost $53.73 Unrealized +16.2%
GOVT iShares US Treasury Bond ETF 0.0%
Value ($000) $51 Shares 2,264 Est. Cost $22.36 Unrealized
VCSH Vanguard Short-Term Corporate Bond ETF 0.0%
Value ($000) $51 Shares 657 Est. Cost $75.15 Unrealized
FELE Franklin Electric Co Inc 0.0%
Value ($000) $48 Shares 500 Est. Cost $94.15 Unrealized +3.8%
NEAR iShares Short Maturity Bond ETF 0.0%
Value ($000) $47 Shares 934 Est. Cost $49.89 Unrealized
VONG Vanguard Russell 1000 Growth Index Fd 0.0%
Value ($000) $47 Shares 500 Est. Cost $68.44 Unrealized
EOG EOG Resources Inc Com 0.0%
Value ($000) $47 Shares 372 Est. Cost $115.94 Unrealized +5.3%
AMT American Tower Corporation 0.0%
Value ($000) $46 Shares 235 Est. Cost $169.43 Unrealized +4.0%
Brookfield Renewable Corp 0.0%
Value ($000) $45 Shares 1,601 Est. Cost $23.94 Unrealized
DLTR Dollar Tree Stores Inc Com 0.0%
Value ($000) $45 Shares 422 Est. Cost $136.03 Unrealized -13.2%
VBR Vanguard Small Cap Value ETF 0.0%
Value ($000) $45 Shares 245 Est. Cost $164.10 Unrealized
RSG Republic Svcs Inc 0.0%
Value ($000) $45 Shares 230 Est. Cost $185.14 Unrealized 0.0%
GSLC Goldman Sachs ActiveBeta US LgCp Eq ETF 0.0%
Value ($000) $45 Shares 417 Est. Cost $84.23 Unrealized
HAL Halliburton Co Com 0.0%
Value ($000) $44 Shares 1,300 Est. Cost $36.99 Unrealized -4.5%
IWP iShares Russell Mid-Cap Growth Index 0.0%
Value ($000) $42 Shares 383 Est. Cost $91.35 Unrealized
IWS iShares Russell Mid-Cap Value Index 0.0%
Value ($000) $42 Shares 350 Est. Cost $104.34 Unrealized
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $41 Shares 75 Est. Cost $528.90 Unrealized +7.7%
DD Dupont De Nemours Inc 0.0%
Value ($000) $41 Shares 514 Est. Cost $29.88 Unrealized +5.6%
MUB iShares National Muni Bond ETF 0.0%
Value ($000) $41 Shares 383 Est. Cost $107.60 Unrealized
SPG Simon Property Group Inc Com 0.0%
Value ($000) $40 Shares 265 Est. Cost $133.23 Unrealized +1.7%
EL Estee Lauder Cos Cl A Com 0.0%
Value ($000) $37 Shares 350 Est. Cost $158.99 Unrealized -20.2%
ALC Alcon Inc 0.0%
Value ($000) $37 Shares 414 Est. Cost $79.81 Unrealized +6.4%
SPSB SPDR Portfolio Short Term Corp Bond ETF 0.0%
Value ($000) $36 Shares 1,210 Est. Cost $29.32 Unrealized
Walgreens Boots Alliance Inc Com 0.0%
Value ($000) $34 Shares 2,850 Est. Cost $22.24 Unrealized
ERTH Invesco Cleantech ETF 0.0%
Value ($000) $34 Shares 870 Est. Cost $44.28 Unrealized
XLP Select Sector SPDR Tr Cnsmr Staples 0.0%
Value ($000) $34 Shares 439 Est. Cost $68.81 Unrealized
COKE Coca Cola Bottling Co 0.0%
Value ($000) $33 Shares 30 Est. Cost $64.34 Unrealized +42.1%
VLO Valero Energy Com 0.0%
Value ($000) $31 Shares 200 Est. Cost $122.12 Unrealized +25.7%
FTV Fortive Corp 0.0%
Value ($000) $31 Shares 421 Est. Cost $59.47 Unrealized -3.1%
GDX VanEck Vectors Gold Miners ETF 0.0%
Value ($000) $30 Shares 886 Est. Cost $26.91 Unrealized
FRME First Merchants Corp Com 0.0%
Value ($000) $30 Shares 902 Est. Cost $27.26 Unrealized +15.2%
EWC iShares Inc MSCI CDA Index Fd 0.0%
Value ($000) $30 Shares 800 Est. Cost $33.46 Unrealized
VCIT Vanguard Intermediate-Term Corp. Bond ETF 0.0%
Value ($000) $29 Shares 359 Est. Cost $77.56 Unrealized
LKFN Lakeland Finl Corp Common 0.0%
Value ($000) $28 Shares 459 Est. Cost $47.62 Unrealized +20.8%
Tellurian Inc 0.0%
Value ($000) $28 Shares 40,000 Est. Cost $1.16 Unrealized
HSY Hershey Foods Corp Com 0.0%
Value ($000) $28 Shares 150 Est. Cost $208.68 Unrealized -11.9%
ORLY O'Reilly Automotive Inc 0.0%
Value ($000) $27 Shares 26 Est. Cost $68.35 Unrealized +1.1%
MRSH Marsh & McLennan CO Inc Com 0.0%
Value ($000) $26 Shares 123 Est. Cost $193.54 Unrealized +3.4%
IJS iShares S&P Smallcap 600/Value Fund 0.0%
Value ($000) $26 Shares 266 Est. Cost $89.22 Unrealized
STZ Constellation Brands Inc Cl A 0.0%
Value ($000) $26 Shares 100 Est. Cost $249.26 Unrealized -0.4%
SLB Schlumberger Ltd Com 0.0%
Value ($000) $25 Shares 539 Est. Cost $54.41 Unrealized -15.5%
CCJ Cameco Corporation 0.0%
Value ($000) $25 Shares 500 Est. Cost $35.17 Unrealized +43.6%
PSTG Pure Storage Inc Class A 0.0%
Value ($000) $24 Shares 375 Est. Cost $37.08 Unrealized +56.1%
SOLV Solventum Corp 0.0%
Value ($000) $24 Shares 448 Est. Cost $60.70 Unrealized 0.0%
CAG Conagra Inc Com 0.0%
Value ($000) $23 Shares 800 Est. Cost $27.08 Unrealized +1.0%
MPC Marathon Petroleum Corp Com 0.0%
Value ($000) $23 Shares 130 Est. Cost $132.62 Unrealized +35.4%
HCA HCA Healthcare Inc 0.0%
Value ($000) $22 Shares 70 Est. Cost $301.08 Unrealized +6.5%
Unilever PLC ADR 0.0%
Value ($000) $22 Shares 403 Est. Cost $54.99 Unrealized
PCRX Pacira Pharmaceuticals Inc 0.0%
Value ($000) $22 Shares 760 Est. Cost $36.04 Unrealized -21.0%
C Citigroup Inc Com New 0.0%
Value ($000) $22 Shares 340 Est. Cost $40.46 Unrealized +45.1%
WAT Waters Corp Com 0.0%
Value ($000) $21 Shares 73 Est. Cost $328.72 Unrealized -2.9%
DBEF Deutsche X-Trackers EAFE Hedged Equity ETF 0.0%
Value ($000) $21 Shares 500 Est. Cost $41.44 Unrealized
BTCW WisdomTree Bitcoin ETF 0.0%
Value ($000) $20 Shares 319 Est. Cost $63.66 Unrealized
Marathon Oil Corp Com 0.0%
Value ($000) $20 Shares 700 Est. Cost $26.75 Unrealized
DGX Quest Diagnostics 0.0%
Value ($000) $20 Shares 145 Est. Cost $125.21 Unrealized +6.2%
ALL Allstate Corp 0.0%
Value ($000) $20 Shares 124 Est. Cost $112.94 Unrealized +43.0%
IEF iShares Barclays 7-10 year Treas Bond Fund 0.0%
Value ($000) $19 Shares 207 Est. Cost $91.89 Unrealized
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $19 Shares 301 Est. Cost $61.92 Unrealized +0.3%
CGDV Capital Group Dividend Value ETF 0.0%
Value ($000) $18 Shares 560 Est. Cost $33.00 Unrealized
DAR Darling Ingredients Inc 0.0%
Value ($000) $18 Shares 500 Est. Cost $62.48 Unrealized -33.6%
BAX Baxter International 0.0%
Value ($000) $18 Shares 549 Est. Cost $40.15 Unrealized -11.5%
A Agilent Technologies Inc Com 0.0%
Value ($000) $18 Shares 140 Est. Cost $135.27 Unrealized +2.2%
RWX SPDR DJ International Real Estate 0.0%
Value ($000) $18 Shares 746 Est. Cost $23.78 Unrealized
SLV iShares Silver Trust 0.0%
Value ($000) $18 Shares 670 Est. Cost $22.75 Unrealized
DGRO iShares Core Dividend Growth ETF 0.0%
Value ($000) $18 Shares 308 Est. Cost $57.61 Unrealized
HOLX Hologic Inc 0.0%
Value ($000) $18 Shares 238 Est. Cost $74.39 Unrealized +0.8%
PH Parker Hannifin Corp Com 0.0%
Value ($000) $17 Shares 34 Est. Cost $493.54 Unrealized +6.9%
IVE IShares S&P 500 Value ETF 0.0%
Value ($000) $17 Shares 92 Est. Cost $173.89 Unrealized
NOW ServiceNow, Inc. 0.0%
Value ($000) $17 Shares 21 Est. Cost $151.51 Unrealized -3.1%
ITA iShares US Aerospace & Defense ETF 0.0%
Value ($000) $17 Shares 125 Est. Cost $126.60 Unrealized
Hess Corp Com Stk 0.0%
Value ($000) $16 Shares 111 Est. Cost $152.64 Unrealized
ASML ASML Holding NV ADR 0.0%
Value ($000) $16 Shares 16 Est. Cost $1022.75 Unrealized
BIP Brookfield Infrastructure LP 0.0%
Value ($000) $15 Shares 562 Est. Cost $29.40 Unrealized
HOG Harley Davidson Inc Com 0.0%
Value ($000) $15 Shares 455 Est. Cost $34.79 Unrealized +4.4%
BIIB Biogen Inc Com 0.0%
Value ($000) $15 Shares 65 Est. Cost $267.47 Unrealized -18.7%
PHG Koninklijke Phillips Electrs NV ADR 0.0%
Value ($000) $15 Shares 588 Est. Cost $25.20 Unrealized
RCI Rogers Communications Inc Cl B Com 0.0%
Value ($000) $15 Shares 400 Est. Cost $41.95 Unrealized -7.5%
ROK Rockwell Automation Inc 0.0%
Value ($000) $15 Shares 53 Est. Cost $278.76 Unrealized -5.9%
KEY Keycorp New Com 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $9.75 Unrealized +37.5%
ITOT iShares Core S&P Total U S Stock Mkt ETF 0.0%
Value ($000) $14 Shares 117 Est. Cost $105.23 Unrealized
WY Weyerhaeuser Corp Com 0.0%
Value ($000) $14 Shares 489 Est. Cost $30.62 Unrealized -3.9%
SHY iShares Lehman 1-3 Year Treasury Bond 0.0%
Value ($000) $14 Shares 170 Est. Cost $80.97 Unrealized
DG Dollar General Corp. 0.0%
Value ($000) $13 Shares 100 Est. Cost $141.69 Unrealized -5.0%
IYG iShares US Financial Services ETF 0.0%
Value ($000) $13 Shares 201 Est. Cost $110.47 Unrealized
FNF Fidelity National Financial Inc 0.0%
Value ($000) $13 Shares 263 Est. Cost $45.75 Unrealized 0.0%
Hawaiian Holdings Inc 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $14.20 Unrealized
EXE Chesapeake Energy Corp 0.0%
Value ($000) $12 Shares 150 Est. Cost $77.05 Unrealized +9.1%
CNI Canadian National Railway Co 0.0%
Value ($000) $12 Shares 104 Est. Cost $109.31 Unrealized +10.8%
SNA Snap On Tools Corp Com 0.0%
Value ($000) $12 Shares 47 Est. Cost $253.68 Unrealized +3.6%
XLB Materials Select Sector SPDR 0.0%
Value ($000) $12 Shares 138 Est. Cost $78.55 Unrealized
VBK Vanguard Small-Cap Growth ETF 0.0%
Value ($000) $12 Shares 48 Est. Cost $241.77 Unrealized
CEG Constellation Energy Corp 0.0%
Value ($000) $12 Shares 58 Est. Cost $101.44 Unrealized +99.1%
TDG TransDigm Group Inc 0.0%
Value ($000) $11 Shares 9 Est. Cost $1136.24 Unrealized 0.0%
DHI D R Horton Inc Com 0.0%
Value ($000) $11 Shares 81 Est. Cost $147.13 Unrealized -1.8%
WTW Willis Towers Watson PLC 0.0%
Value ($000) $11 Shares 43 Est. Cost $252.98 Unrealized 0.0%
KD Kyndryl Hldgs Inc 0.0%
Value ($000) $11 Shares 423 Est. Cost $14.83 Unrealized +61.6%
CDNS Cadence Design System Inc 0.0%
Value ($000) $11 Shares 36 Est. Cost $296.08 Unrealized 0.0%
ROST Ross Stores Inc 0.0%
Value ($000) $11 Shares 76 Est. Cost $135.85 Unrealized 0.0%
IYR iShares US Real Estate ETF 0.0%
Value ($000) $11 Shares 120 Est. Cost $78.14 Unrealized
RJF Raymond James Financial Inc 0.0%
Value ($000) $11 Shares 85 Est. Cost $120.53 Unrealized 0.0%
GXC SPDR S&P China ETF 0.0%
Value ($000) $10 Shares 150 Est. Cost $71.55 Unrealized
SAM Boston Beer Inc Cl A 0.0%
Value ($000) $10 Shares 33 Est. Cost $350.39 Unrealized -18.3%
Skechers USA Inc 0.0%
Value ($000) $10 Shares 145 Est. Cost $48.95 Unrealized
ANDE Andersons Inc 0.0%
Value ($000) $10 Shares 202 Est. Cost $48.08 Unrealized +7.8%
STXG Strive 1000 Growth ETF 0.0%
Value ($000) $10 Shares 250 Est. Cost $30.04 Unrealized
SONY Sony Group Corp. 0.0%
Value ($000) $10 Shares 117 Est. Cost $84.95 Unrealized
IJT iShares S&P SmallCap 600 Growth 0.0%
Value ($000) $10 Shares 75 Est. Cost $130.73 Unrealized
GSK GSK PLC ADR 0.0%
Value ($000) $10 Shares 250 Est. Cost $36.25 Unrealized
VSS Vanguard FTSE All World ex-US SmCp ETF 0.0%
Value ($000) $10 Shares 81 Est. Cost $115.02 Unrealized
TTWO Take-Two Interactive Software 0.0%
Value ($000) $9 Shares 61 Est. Cost $151.69 Unrealized 0.0%
QSR Restaurant Brands Int'l Inc 0.0%
Value ($000) $9 Shares 134 Est. Cost $71.81 Unrealized -0.5%
MKTX MarketAxess Hldgs Inc 0.0%
Value ($000) $9 Shares 47 Est. Cost $228.96 Unrealized -12.4%
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $9 Shares 20 Est. Cost $369.42 Unrealized +17.5%
DAC Danaos Corporation 0.0%
Value ($000) $9 Shares 100 Est. Cost $62.28 Unrealized +27.9%
WEN Wendys Co 0.0%
Value ($000) $9 Shares 541 Est. Cost $20.88 Unrealized -13.0%
PNC PNC Financial Services Group Com 0.0%
Value ($000) $9 Shares 58 Est. Cost $115.08 Unrealized +27.4%
Nuveen AMT Free Muni Credit Income Fund 0.0%
Value ($000) $9 Shares 716 Est. Cost $12.15 Unrealized
TU TELUS Corp 0.0%
Value ($000) $8 Shares 560 Est. Cost $17.62 Unrealized -8.6%
COWZ Pacer US Cash Cows 100 ETF 0.0%
Value ($000) $8 Shares 155 Est. Cost $51.99 Unrealized
NVS Novartis AG Sponsored ADR 0.0%
Value ($000) $8 Shares 75 Est. Cost $101.87 Unrealized
DEO Diageo PLC Sponsored ADR New 0.0%
Value ($000) $8 Shares 61 Est. Cost $149.18 Unrealized
PLTR Palantir Technologies Inc Cl A 0.0%
Value ($000) $8 Shares 300 Est. Cost $15.93 Unrealized +41.4%
GNK Genco Shipping & Trading Ltd 0.0%
Value ($000) $7 Shares 350 Est. Cost $13.79 Unrealized +56.1%
GERN Geron Corp 0.0%
Value ($000) $7 Shares 1,736 Est. Cost $2.71 Unrealized +43.6%
STXV Strive 1000 Value ETF 0.0%
Value ($000) $7 Shares 260 Est. Cost $24.64 Unrealized
LUV Southwest Airlines CO Com 0.0%
Value ($000) $7 Shares 250 Est. Cost $30.88 Unrealized -13.1%
WM Waste Management Inc 0.0%
Value ($000) $7 Shares 33 Est. Cost $156.02 Unrealized +30.0%
BABA Alibaba Group Holding LTD 0.0%
Value ($000) $7 Shares 93 Est. Cost $86.74 Unrealized
MOAT VanEck Morningstar Wide Moat ETF 0.0%
Value ($000) $6 Shares 72 Est. Cost $84.88 Unrealized
JCI Johnson Controls Inc. 0.0%
Value ($000) $6 Shares 90 Est. Cost $59.18 Unrealized +11.2%
XIFR NextEra Energy Partners LP 0.0%
Value ($000) $6 Shares 215 Est. Cost $50.66 Unrealized -40.1%
BSV Vanguard Short-Term Bond ETF 0.0%
Value ($000) $6 Shares 76 Est. Cost $75.17 Unrealized
FLOT iShares Floating Rate Bond ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.89 Unrealized
RIVN Rivian Automotive Inc Class A 0.0%
Value ($000) $5 Shares 370 Est. Cost $12.19 Unrealized -14.3%
NWL Newell Brands Inc Com 0.0%
Value ($000) $5 Shares 750 Est. Cost $8.96 Unrealized -23.2%
MRVL Marvell Technology Group Ltd 0.0%
Value ($000) $5 Shares 67 Est. Cost $58.53 Unrealized +19.1%
WLKP Westlake Chemical Partners LP 0.0%
Value ($000) $5 Shares 200 Est. Cost $21.75 Unrealized
STXK Strive Small-Cap ETF 0.0%
Value ($000) $4 Shares 150 Est. Cost $25.20 Unrealized
IP International Paper Co Com 0.0%
Value ($000) $4 Shares 100 Est. Cost $30.68 Unrealized +24.1%
CLX Clorox CO Com 0.0%
Value ($000) $4 Shares 30 Est. Cost $139.91 Unrealized -6.1%
CALF Pacer US Small Cap Cash Cows 100 ETF 0.0%
Value ($000) $4 Shares 90 Est. Cost $48.03 Unrealized
TFC Truist Finl Corp 0.0%
Value ($000) $4 Shares 100 Est. Cost $33.38 Unrealized +4.7%
CAH Cardinal Health Inc Com 0.0%
Value ($000) $4 Shares 39 Est. Cost $95.72 Unrealized +3.7%
Lithium Americas Argentina Corp Com NPV WI 0.0%
Value ($000) $4 Shares 1,190 Est. Cost $6.32 Unrealized
AIRR First Trust RBA Amer Indst Ren ETF 0.0%
Value ($000) $4 Shares 55 Est. Cost $57.84 Unrealized
MNKD Mankind Corp. Com. 0.0%
Value ($000) $4 Shares 700 Est. Cost $4.49 Unrealized +1.0%
IEP Icahn Enterprises L.P 0.0%
Value ($000) $4 Shares 215 Est. Cost $19.78 Unrealized
LTRN Lantern Pharma Inc 0.0%
Value ($000) $4 Shares 750 Est. Cost $5.34 Unrealized +12.5%
STXE Strive Emerging Markets Ex-China ETF 0.0%
Value ($000) $3 Shares 110 Est. Cost $25.00 Unrealized
LAC Lithium Americas Corp Com NPV WI 0.0%
Value ($000) $3 Shares 1,190 Est. Cost $7.45 Unrealized -40.7%
CREX Creative Realities Inc 0.0%
Value ($000) $3 Shares 570 Est. Cost $3.36 Unrealized +10.4%
DBRG Digitalbridge Group Inc Cl A New 0.0%
Value ($000) $3 Shares 187 Est. Cost $16.39 Unrealized -8.6%
LIT Global X Lithium & Battery Tech ETF 0.0%
Value ($000) $3 Shares 65 Est. Cost $55.17 Unrealized
FXU First Trust Utilities AlphaDEX ETF 0.0%
Value ($000) $2 Shares 65 Est. Cost $28.56 Unrealized
OXY/WS Occidental Pete Corp - Warrant 0.0%
Value ($000) $2 Shares 51 Est. Cost $43.25 Unrealized
Brookfield Infrastructure Corp 0.0%
Value ($000) $2 Shares 61 Est. Cost $35.34 Unrealized
INGR Ingredion Inc 0.0%
Value ($000) $2 Shares 17 Est. Cost $103.74 Unrealized +11.3%
BHF Brighthouse Financial Inc. 0.0%
Value ($000) $1 Shares 34 Est. Cost $46.13 Unrealized 0.0%
ZM Zoom Video Communications Inc 0.0%
Value ($000) $1 Shares 23 Est. Cost $69.41 Unrealized -11.5%
DKNG Draftkings Inc New Cl A 0.0%
Value ($000) $1 Shares 25 Est. Cost $29.54 Unrealized +40.5%
KHC Kraft Heinz Co Com 0.0%
Value ($000) $1 Shares 23 Est. Cost $30.50 Unrealized +6.7%
VTRS Viatris Inc 0.0%
Value ($000) $1 Shares 68 Est. Cost $9.34 Unrealized +9.7%
BND Vanguard Total Bond Market ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $69.78 Unrealized
GEHC GE Healthcare Technologies Inc. 0.0%
Value ($000) $1 Shares 8 Est. Cost $72.48 Unrealized +12.2%
SLVM Sylvamo Corp 0.0%
Value ($000) $1 Shares 9 Est. Cost $43.77 Unrealized +42.7%
BYND Beyond Meat Inc 0.0%
Value ($000) $1 Shares 75 Est. Cost $13.04 Unrealized -45.6%
ONL Orion Office Reit Inc 0.0%
Value ($000) $0 Shares 87 Est. Cost $5.21 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 -4.3%
Viracta Therapeutics Inc 0.0%
Value ($000) $0 Shares 200 Est. Cost $1.04 Unrealized