Indiana Trust & Investment Management CO Diversified Active

CIK: 0001356407 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 21, 2025

Total Value ($000): $276,189 (100.0% shares, 0.0% debt)

Holdings (470)

SPY SPDR S&P 500 Index 8.7%
Value ($000) $23,894 Shares 42,714 Est. Cost $427.48 Unrealized
NVDA Nvidia Corp Com 7.5%
Value ($000) $20,730 Shares 191,267 Est. Cost $98.25 Unrealized +29.0%
AAPL Apple Computer Inc Com 4.8%
Value ($000) $13,326 Shares 59,994 Est. Cost $87.93 Unrealized +162.4%
LLY Lilly Eli & CO Com 3.5%
Value ($000) $9,633 Shares 11,663 Est. Cost $231.42 Unrealized +257.2%
AMZN Amazon.Com Inc Com 3.0%
Value ($000) $8,228 Shares 43,248 Est. Cost $136.14 Unrealized +59.4%
IWB iShares Russell 1000 Index 2.8%
Value ($000) $7,852 Shares 25,598 Est. Cost $107.80 Unrealized
JPM JPMorgan Chase & Co Com 2.7%
Value ($000) $7,457 Shares 30,398 Est. Cost $78.14 Unrealized +221.1%
GOOGL Alphabet Inc Cap Stock Cl A (Google) 2.7%
Value ($000) $7,442 Shares 48,126 Est. Cost $113.25 Unrealized +59.6%
COST Costco Whsl Corp New Com 2.6%
Value ($000) $7,169 Shares 7,580 Est. Cost $292.01 Unrealized +232.4%
IWF iShares Russell 1000 Growth Index 2.3%
Value ($000) $6,401 Shares 17,727 Est. Cost $276.46 Unrealized
META Meta Platforms Inc (formerly Facebook Inc) 2.0%
Value ($000) $5,530 Shares 9,594 Est. Cost $301.73 Unrealized +113.2%
FISV Fiserv Inc Com 1.8%
Value ($000) $5,028 Shares 22,767 Est. Cost $54.37 Unrealized +302.7%
ORCL Oracle Corp Com 1.5%
Value ($000) $4,111 Shares 29,406 Est. Cost $51.55 Unrealized +213.4%
BALL Ball Corp Com 1.4%
Value ($000) $3,976 Shares 76,365 Est. Cost $29.31 Unrealized +76.5%
VTI Vanguard Total Stock Market ETF 1.4%
Value ($000) $3,882 Shares 14,124 Est. Cost $273.00 Unrealized
MSFT Microsoft Corp Com 1.4%
Value ($000) $3,847 Shares 10,249 Est. Cost $155.29 Unrealized +160.9%
TJX TJ Maxx Co Inc Com 1.2%
Value ($000) $3,370 Shares 27,669 Est. Cost $42.17 Unrealized +184.8%
LOW Lowes Companies Inc Com 1.0%
Value ($000) $2,630 Shares 11,277 Est. Cost $59.68 Unrealized +305.6%
V Visa Inc Class A Shares 0.9%
Value ($000) $2,465 Shares 7,034 Est. Cost $118.28 Unrealized +184.3%
CAT Caterpillar Inc Com 0.9%
Value ($000) $2,458 Shares 7,454 Est. Cost $211.45 Unrealized +66.4%
ABBV AbbVie Inc 0.9%
Value ($000) $2,372 Shares 11,320 Est. Cost $42.99 Unrealized +340.5%
SRCE 1st Source Corp Com 0.8%
Value ($000) $2,239 Shares 37,427 Est. Cost $45.09 Unrealized
JNJ Johnson & Johnson Com 0.8%
Value ($000) $2,188 Shares 13,195 Est. Cost $93.38 Unrealized +63.3%
IWR iShares Russell Midcap Index 0.8%
Value ($000) $2,163 Shares 25,425 Est. Cost $69.25 Unrealized
Nuveen Quality Muni Income Fund 0.7%
Value ($000) $1,962 Shares 170,299 Est. Cost $10.14 Unrealized
IVV iShares Core S&P 500 Index ETF 0.7%
Value ($000) $1,944 Shares 3,460 Est. Cost $456.77 Unrealized
PG Procter & Gamble Co Com 0.7%
Value ($000) $1,936 Shares 11,360 Est. Cost $72.80 Unrealized +125.2%
XOM Exxon Mobil Corp Com 0.7%
Value ($000) $1,841 Shares 15,481 Est. Cost $69.43 Unrealized +54.4%
IWM iShares Russell 2000 Index Fd 0.7%
Value ($000) $1,838 Shares 9,215 Est. Cost $181.86 Unrealized
BLK Blackrock Inc Com 0.7%
Value ($000) $1,817 Shares 1,920 Est. Cost $991.05 Unrealized -2.9%
WMT Wal Mart Stores Inc Com 0.6%
Value ($000) $1,752 Shares 19,960 Est. Cost $60.94 Unrealized +52.5%
VOO Vanguard S&P 500 ETF 0.6%
Value ($000) $1,717 Shares 3,342 Est. Cost $394.69 Unrealized
Invesco Muni Invmt. Grade Trust 0.6%
Value ($000) $1,713 Shares 172,000 Est. Cost $8.55 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 0.6%
Value ($000) $1,686 Shares 3,165 Est. Cost $169.30 Unrealized +187.2%
AllianceBernstein Ntl. Muni Inc. 0.6%
Value ($000) $1,653 Shares 152,252 Est. Cost $9.34 Unrealized
IWC iShares Tr Russell Microcap Index 0.6%
Value ($000) $1,634 Shares 14,730 Est. Cost $100.10 Unrealized
IWD iShares Russell 1000 Value Index 0.6%
Value ($000) $1,633 Shares 8,677 Est. Cost $157.61 Unrealized
VGT Vanguard Info Tech ETF 0.6%
Value ($000) $1,588 Shares 2,928 Est. Cost $414.90 Unrealized
Nuveen AMT-Free Municipal Income Fund 0.6%
Value ($000) $1,557 Shares 139,000 Est. Cost $9.68 Unrealized
ONB Old National Bancorp Com 0.6%
Value ($000) $1,532 Shares 72,278 Est. Cost $18.21 Unrealized +23.6%
EFA iShares MSCI EAFE Index Fund 0.5%
Value ($000) $1,487 Shares 18,198 Est. Cost $68.92 Unrealized
SYK Stryker Corp 0.5%
Value ($000) $1,474 Shares 3,961 Est. Cost $149.64 Unrealized +152.0%
Eaton Vance Municipal Bond Fund 0.5%
Value ($000) $1,462 Shares 146,593 Est. Cost $8.96 Unrealized
QQQ Invesco QQQ Trust 0.5%
Value ($000) $1,433 Shares 3,057 Est. Cost $443.24 Unrealized
VONE Vanguard Russell 1000 Index ETF 0.5%
Value ($000) $1,359 Shares 5,355 Est. Cost $194.66 Unrealized
AFL Aflac Inc Com 0.5%
Value ($000) $1,299 Shares 11,686 Est. Cost $31.82 Unrealized +227.1%
PANW Palo Alto Networks Inc Com 0.5%
Value ($000) $1,254 Shares 7,346 Est. Cost $183.35 Unrealized +0.9%
MA Mastercard 0.5%
Value ($000) $1,244 Shares 2,269 Est. Cost $453.53 Unrealized +19.5%
ETN Eaton Corp PLC 0.4%
Value ($000) $1,240 Shares 4,562 Est. Cost $124.96 Unrealized +146.9%
CVX Chevron Corporation 0.4%
Value ($000) $1,221 Shares 7,297 Est. Cost $77.50 Unrealized +94.2%
HON Honeywell Intl Inc Com 0.4%
Value ($000) $1,211 Shares 5,720 Est. Cost $109.32 Unrealized +81.5%
MCD McDonalds Corp Com 0.4%
Value ($000) $1,204 Shares 3,855 Est. Cost $84.29 Unrealized +247.5%
GD General Dynamics Corp Com 0.4%
Value ($000) $1,151 Shares 4,224 Est. Cost $127.45 Unrealized +100.7%
Blackrock Muni Yield Quality Fund 0.4%
Value ($000) $1,148 Shares 98,000 Est. Cost $10.25 Unrealized
IWV iShares Trust Russell 3000 ETF 0.4%
Value ($000) $1,127 Shares 3,547 Est. Cost $326.73 Unrealized
PEP Pepsico Inc Com 0.4%
Value ($000) $1,114 Shares 7,431 Est. Cost $75.96 Unrealized +88.9%
GOOG Alphabet Inc Cap Stock Cl C (Google) 0.4%
Value ($000) $1,088 Shares 6,963 Est. Cost $115.93 Unrealized +57.4%
Invesco Van Kampen Advantage Muni Inc Tr II 0.4%
Value ($000) $1,073 Shares 125,630 Est. Cost $7.48 Unrealized
XMVFX BlackRock MuniVest Fund Inc 0.4%
Value ($000) $1,064 Shares 151,754 Est. Cost $6.11 Unrealized
BlackRock Municipal Income Quality Trust 0.4%
Value ($000) $1,047 Shares 97,160 Est. Cost $9.89 Unrealized
NEE NextEra Energy, Inc. 0.4%
Value ($000) $1,042 Shares 14,695 Est. Cost $58.25 Unrealized +17.9%
VIG Vanguard Dividend Appreciation ETF 0.4%
Value ($000) $969 Shares 4,995 Est. Cost $155.38 Unrealized
VUG Vanguard Growth ETF 0.3%
Value ($000) $944 Shares 2,546 Est. Cost $289.33 Unrealized
QCOM Qualcomm Inc Com 0.3%
Value ($000) $939 Shares 6,116 Est. Cost $106.40 Unrealized +50.1%
EMXC iShares Emerging Markets ex-China ETF 0.3%
Value ($000) $923 Shares 16,750 Est. Cost $55.41 Unrealized
LQD iShares IBoxx Invest Grade Corp Bond 0.3%
Value ($000) $922 Shares 8,485 Est. Cost $102.02 Unrealized
ABT Abbott Laboratories Com 0.3%
Value ($000) $921 Shares 6,945 Est. Cost $46.59 Unrealized +169.3%
VONV Vanguard Russell 1000 Value Index ETF 0.3%
Value ($000) $875 Shares 10,596 Est. Cost $67.83 Unrealized
DVY iShares DJ Select Dividend Index Fd 0.3%
Value ($000) $866 Shares 6,449 Est. Cost $127.79 Unrealized
IJR iShares Core S&P Small-Cap ETF 0.3%
Value ($000) $835 Shares 7,986 Est. Cost $95.20 Unrealized
STRV Strive 500 ETF 0.3%
Value ($000) $829 Shares 23,000 Est. Cost $27.40 Unrealized
BRK/A Berkshire Hathaway Inc Del Cl A 0.3%
Value ($000) $798 Shares 1 Est. Cost $663906.25 Unrealized +9.9%
IBM Intl Business Machines Corp Com 0.3%
Value ($000) $786 Shares 3,160 Est. Cost $115.53 Unrealized +107.2%
TSLA Tesla Inc 0.3%
Value ($000) $782 Shares 3,018 Est. Cost $251.54 Unrealized +32.5%
ILF iShares TR S&P Latin Amer 40 Index ETF 0.3%
Value ($000) $749 Shares 31,800 Est. Cost $29.06 Unrealized
AXP American Express Co Com 0.3%
Value ($000) $739 Shares 2,745 Est. Cost $95.39 Unrealized +206.6%
BMY Bristol Myers Squibb CO Com 0.3%
Value ($000) $708 Shares 11,609 Est. Cost $38.04 Unrealized +45.8%
OEF iShares S&P 100 ETF 0.3%
Value ($000) $696 Shares 2,569 Est. Cost $200.64 Unrealized
Western Asset Managed Municipal 0.3%
Value ($000) $695 Shares 67,559 Est. Cost $10.18 Unrealized
EWZ iShares MSCI Brazil ETF 0.2%
Value ($000) $685 Shares 26,500 Est. Cost $34.96 Unrealized
EWZS iShares MSCI Brazil Small-Cap ETF 0.2%
Value ($000) $673 Shares 62,500 Est. Cost $15.06 Unrealized
ICE Intercontinental Exchange Inc 0.2%
Value ($000) $616 Shares 3,571 Est. Cost $77.01 Unrealized +110.5%
VTV Vanguard Value ETF 0.2%
Value ($000) $613 Shares 3,546 Est. Cost $138.44 Unrealized
AMGN Amgen Inc Com 0.2%
Value ($000) $611 Shares 1,960 Est. Cost $110.44 Unrealized +160.1%
GLDM SPDR Gold MiniShares Trust ETF 0.2%
Value ($000) $588 Shares 9,500 Est. Cost $52.02 Unrealized
IJH iShares S&P Mid-Cap ETF 0.2%
Value ($000) $587 Shares 10,060 Est. Cost $95.25 Unrealized
COP ConocoPhillips Inc Com 0.2%
Value ($000) $586 Shares 5,578 Est. Cost $100.65 Unrealized -3.8%
HBNC Horizon Bancorp Inc 0.2%
Value ($000) $584 Shares 38,700 Est. Cost $20.46 Unrealized -20.7%
NKE Nike Inc Class B Com 0.2%
Value ($000) $570 Shares 8,974 Est. Cost $50.46 Unrealized +42.8%
SYY Sysco Corp Com 0.2%
Value ($000) $560 Shares 7,468 Est. Cost $33.13 Unrealized +115.2%
AVGO Broadcom Inc Com 0.2%
Value ($000) $559 Shares 3,340 Est. Cost $174.56 Unrealized +20.2%
GWW Grainger W W Inc Com 0.2%
Value ($000) $553 Shares 560 Est. Cost $394.35 Unrealized +160.1%
AEP American Electric Power Co Inc Com 0.2%
Value ($000) $552 Shares 5,051 Est. Cost $50.81 Unrealized +93.7%
VT Vanguard Total World Stock Index ETF 0.2%
Value ($000) $547 Shares 4,721 Est. Cost $106.56 Unrealized
DE Deere & CO 0.2%
Value ($000) $527 Shares 1,122 Est. Cost $279.96 Unrealized +64.9%
SDY SPDR S&P Dividend ETF 0.2%
Value ($000) $503 Shares 3,705 Est. Cost $115.87 Unrealized
PRU Prudential Financial Com 0.2%
Value ($000) $498 Shares 4,462 Est. Cost $45.22 Unrealized +140.9%
GVI iShares Intermediate Gov/Cr ETF 0.2%
Value ($000) $493 Shares 4,652 Est. Cost $101.33 Unrealized
CSX CSX Corp Com 0.2%
Value ($000) $483 Shares 16,404 Est. Cost $25.48 Unrealized +22.9%
APD Air Products & Chemicals Inc Com 0.2%
Value ($000) $478 Shares 1,622 Est. Cost $107.20 Unrealized +180.2%
MRK Merck & Co Inc 0.2%
Value ($000) $475 Shares 5,288 Est. Cost $53.60 Unrealized +68.1%
HD Home Depot Inc Com 0.2%
Value ($000) $467 Shares 1,273 Est. Cost $96.55 Unrealized +294.3%
VWO Vanguard FTSE Emerging Markets ETF 0.2%
Value ($000) $465 Shares 10,285 Est. Cost $42.76 Unrealized
VNQ Vanguard REIT Index ETF 0.2%
Value ($000) $459 Shares 5,074 Est. Cost $88.89 Unrealized
VO Vanguard Mid Cap ETF 0.2%
Value ($000) $452 Shares 1,747 Est. Cost $240.67 Unrealized
DIS Disney CO Com 0.2%
Value ($000) $445 Shares 4,510 Est. Cost $65.49 Unrealized +62.3%
EQR Equity Residential Pptys Tr Com 0.2%
Value ($000) $439 Shares 6,134 Est. Cost $32.18 Unrealized +110.6%
MET MetLife Inc Com 0.2%
Value ($000) $428 Shares 5,327 Est. Cost $31.20 Unrealized +160.1%
SLV iShares Silver Trust 0.2%
Value ($000) $424 Shares 13,670 Est. Cost $26.15 Unrealized
RSP Invesco S&P 500 Eql Wgt ETF 0.2%
Value ($000) $423 Shares 2,444 Est. Cost $143.02 Unrealized
VDE Vanguard Energy ETF 0.2%
Value ($000) $415 Shares 3,200 Est. Cost $121.31 Unrealized
WFC Wells Fargo & Co New Com 0.2%
Value ($000) $415 Shares 5,780 Est. Cost $40.19 Unrealized +83.4%
PFE Pfizer Inc Com 0.1%
Value ($000) $412 Shares 16,270 Est. Cost $29.04 Unrealized -14.9%
IAU iShares Gold Trust 0.1%
Value ($000) $406 Shares 6,885 Est. Cost $34.99 Unrealized
BIV Vanguard Intmd Term Bond ETF 0.1%
Value ($000) $406 Shares 5,300 Est. Cost $78.37 Unrealized
UNP Union Pacific Corp 0.1%
Value ($000) $402 Shares 1,700 Est. Cost $219.01 Unrealized +7.6%
MDT Medtronic PLC 0.1%
Value ($000) $399 Shares 4,440 Est. Cost $63.59 Unrealized +37.5%
GLD MFC SPDR Gold Trust 0.1%
Value ($000) $397 Shares 1,378 Est. Cost $187.05 Unrealized
UNH Unitedhealth Group Inc Com 0.1%
Value ($000) $395 Shares 754 Est. Cost $441.36 Unrealized +13.2%
ITW Illinois Tool Works Inc Com 0.1%
Value ($000) $392 Shares 1,581 Est. Cost $82.71 Unrealized +203.1%
CSCO Cisco Systems Com 0.1%
Value ($000) $386 Shares 6,253 Est. Cost $24.11 Unrealized +149.3%
LIN Linde Plc 0.1%
Value ($000) $373 Shares 800 Est. Cost $428.15 Unrealized +3.8%
CMG Chipotle Mexican Grill Inc 0.1%
Value ($000) $366 Shares 7,285 Est. Cost $58.48 Unrealized -7.0%
EEM iShares MSCI Emerging Markets Index 0.1%
Value ($000) $353 Shares 8,081 Est. Cost $37.95 Unrealized
IJK iShares S&P MidCap 400 Growth Index 0.1%
Value ($000) $345 Shares 4,139 Est. Cost $84.47 Unrealized
BNDX Vanguard Total International Bond ETF 0.1%
Value ($000) $342 Shares 7,000 Est. Cost $50.28 Unrealized
ITOT iShares Core S&P Total U S Stock Mkt ETF 0.1%
Value ($000) $337 Shares 2,758 Est. Cost $124.76 Unrealized
NSC Norfolk Southern Corp Com 0.1%
Value ($000) $334 Shares 1,412 Est. Cost $206.61 Unrealized +15.8%
SBUX Starbucks Corp Com 0.1%
Value ($000) $329 Shares 3,351 Est. Cost $78.12 Unrealized +29.3%
VV Vanguard Index Funds Large Cap ETF 0.1%
Value ($000) $328 Shares 1,278 Est. Cost $195.69 Unrealized
BAC Bank of America Corp Com 0.1%
Value ($000) $327 Shares 7,836 Est. Cost $33.25 Unrealized +31.2%
MSTB LHA Market State Tactical Beta ETF 0.1%
Value ($000) $323 Shares 10,000 Est. Cost $26.15 Unrealized
PRF Invesco RAFI US 1000 ETF 0.1%
Value ($000) $323 Shares 7,995 Est. Cost $31.82 Unrealized
WSM Williams-Sonoma Inc. 0.1%
Value ($000) $316 Shares 2,000 Est. Cost $103.46 Unrealized +84.4%
ADI Analog Devices Inc Com 0.1%
Value ($000) $315 Shares 1,560 Est. Cost $158.10 Unrealized +34.7%
DUK Duke Energy Corp New Com 0.1%
Value ($000) $312 Shares 2,562 Est. Cost $79.52 Unrealized +39.0%
CRM Salesforce Inc 0.1%
Value ($000) $311 Shares 1,158 Est. Cost $179.25 Unrealized +72.4%
RTX RTX Corporation 0.1%
Value ($000) $298 Shares 2,248 Est. Cost $83.34 Unrealized +49.7%
KO Coca Cola Corp Com 0.1%
Value ($000) $297 Shares 4,146 Est. Cost $34.19 Unrealized +90.1%
EMR Emerson Elec CO Com 0.1%
Value ($000) $286 Shares 2,604 Est. Cost $70.92 Unrealized +67.5%
FCX Freeport-McMoran Inc 0.1%
Value ($000) $273 Shares 7,215 Est. Cost $40.72 Unrealized -7.1%
ELV Elevance Health Inc 0.1%
Value ($000) $269 Shares 619 Est. Cost $274.36 Unrealized +43.7%
EPD Enterprise Products Partners LP 0.1%
Value ($000) $263 Shares 7,694 Est. Cost $28.15 Unrealized
T AT&T Inc Com 0.1%
Value ($000) $260 Shares 9,201 Est. Cost $14.88 Unrealized +63.7%
VB Vanguard Small Cap ETF 0.1%
Value ($000) $259 Shares 1,170 Est. Cost $189.07 Unrealized
IUSG iShares Core S&P US Growth ETF 0.1%
Value ($000) $258 Shares 2,033 Est. Cost $127.48 Unrealized
ZBH Zimmer Biomet Hldgs Inc Com 0.1%
Value ($000) $249 Shares 2,199 Est. Cost $114.24 Unrealized -7.3%
GE GE Aerospace Com 0.1%
Value ($000) $244 Shares 1,218 Est. Cost $88.66 Unrealized +120.8%
XLE Energy Select Sector SPDR 0.1%
Value ($000) $243 Shares 2,599 Est. Cost $90.51 Unrealized
PSX Phillips 66 0.1%
Value ($000) $240 Shares 1,945 Est. Cost $138.56 Unrealized -13.9%
JSTC Adasina Social Justice All Cap Global ETF 0.1%
Value ($000) $235 Shares 13,000 Est. Cost $15.38 Unrealized
BX Blackstone Inc 0.1%
Value ($000) $233 Shares 1,668 Est. Cost $118.05 Unrealized +34.0%
OKE ONEOK, Inc. 0.1%
Value ($000) $232 Shares 2,334 Est. Cost $73.92 Unrealized +28.5%
VZ Verizon Communications Com 0.1%
Value ($000) $230 Shares 5,079 Est. Cost $29.69 Unrealized +33.3%
VYM Vanguard High Dividend Yield ETF 0.1%
Value ($000) $228 Shares 1,769 Est. Cost $113.75 Unrealized
TGT Target Corp Com 0.1%
Value ($000) $227 Shares 2,178 Est. Cost $63.70 Unrealized +88.7%
DWS Municipal Income Trust 0.1%
Value ($000) $225 Shares 24,028 Est. Cost $7.70 Unrealized
ISRG Intuitive Surgical Inc New 0.1%
Value ($000) $225 Shares 455 Est. Cost $315.89 Unrealized +75.1%
VTWG Vanguard Russell 2000 Growth Index ETF 0.1%
Value ($000) $225 Shares 1,208 Est. Cost $163.10 Unrealized
HDV IShares Core High Dividend ETF 0.1%
Value ($000) $223 Shares 1,841 Est. Cost $102.47 Unrealized
VTWV Vanguard Russell 2000 Value Index ETF 0.1%
Value ($000) $222 Shares 1,670 Est. Cost $119.39 Unrealized
BND Vanguard Total Bond Market ETF 0.1%
Value ($000) $221 Shares 3,003 Est. Cost $73.44 Unrealized
ET Energy Transfer LP 0.1%
Value ($000) $219 Shares 11,796 Est. Cost $9.86 Unrealized
TIP iShares Tr US Treas Inflation Protected 0.1%
Value ($000) $218 Shares 1,958 Est. Cost $103.72 Unrealized
LMT Lockheed Martin Corp Com 0.1%
Value ($000) $214 Shares 479 Est. Cost $202.81 Unrealized +121.0%
SPHQ Invesco S&P 500 Quality ETF 0.1%
Value ($000) $213 Shares 3,209 Est. Cost $50.04 Unrealized
PAYX Paychex Inc Com 0.1%
Value ($000) $211 Shares 1,366 Est. Cost $112.19 Unrealized +27.6%
MGK Vanguard Mega Cap Growth 0.1%
Value ($000) $210 Shares 680 Est. Cost $226.90 Unrealized
NI Nisource Inc Com 0.1%
Value ($000) $210 Shares 5,237 Est. Cost $25.10 Unrealized +50.0%
BA Boeing Co Com 0.1%
Value ($000) $206 Shares 1,205 Est. Cost $134.61 Unrealized +28.6%
XLK Technology Select Sector SPDR 0.1%
Value ($000) $203 Shares 984 Est. Cost $153.83 Unrealized
GS Goldman Sachs Group Com 0.1%
Value ($000) $202 Shares 370 Est. Cost $317.38 Unrealized +86.1%
DHR Danaher Corp Com 0.1%
Value ($000) $201 Shares 982 Est. Cost $231.21 Unrealized -6.2%
AMAT Applied Materials Inc Com 0.1%
Value ($000) $196 Shares 1,350 Est. Cost $151.93 Unrealized +9.7%
FDX Fedex Corp Com 0.1%
Value ($000) $194 Shares 796 Est. Cost $92.07 Unrealized +175.4%
NUE Nucor Corp Com 0.1%
Value ($000) $194 Shares 1,608 Est. Cost $119.11 Unrealized +6.4%
KMB Kimberly Clark Corp Com 0.1%
Value ($000) $190 Shares 1,338 Est. Cost $112.73 Unrealized +15.1%
SO Southern CO Com 0.1%
Value ($000) $189 Shares 2,060 Est. Cost $64.01 Unrealized +31.4%
UPS United Parcel Svc Inc Cl B Com 0.1%
Value ($000) $188 Shares 1,709 Est. Cost $67.32 Unrealized +67.3%
YUM Yum! Brands Inc 0.1%
Value ($000) $187 Shares 1,190 Est. Cost $125.57 Unrealized +12.8%
MO Altria Group Inc Com 0.1%
Value ($000) $183 Shares 3,050 Est. Cost $33.97 Unrealized +50.2%
WTTR Select Water Solutions Inc Cl A 0.1%
Value ($000) $182 Shares 17,316 Est. Cost $10.70 Unrealized
DIA SPDR Dow Jones Industrial Average 0.1%
Value ($000) $177 Shares 421 Est. Cost $334.95 Unrealized
IGIB iShares Intermediate-Term Corp Bond ETF 0.1%
Value ($000) $172 Shares 3,270 Est. Cost $48.65 Unrealized
USB US Bancorp Com 0.1%
Value ($000) $170 Shares 4,024 Est. Cost $32.88 Unrealized +34.4%
MS Morgan Stanley Com 0.1%
Value ($000) $163 Shares 1,394 Est. Cost $82.04 Unrealized +53.5%
BEN Franklin Res Inc Com 0.1%
Value ($000) $156 Shares 8,119 Est. Cost $20.94 Unrealized -9.7%
JCI Johnson Controls Inc. 0.1%
Value ($000) $153 Shares 1,905 Est. Cost $78.32 Unrealized +4.2%
LHX L3Harris Technologies Inc 0.1%
Value ($000) $150 Shares 715 Est. Cost $175.00 Unrealized +17.7%
CI Cigna Corp New 0.1%
Value ($000) $148 Shares 450 Est. Cost $279.74 Unrealized +5.7%
F Ford Mtr Co Com 0.1%
Value ($000) $147 Shares 14,700 Est. Cost $6.01 Unrealized +53.7%
SPYV SPDR Portfolio S&P 500 Value ETF 0.1%
Value ($000) $147 Shares 2,879 Est. Cost $41.26 Unrealized
VEA Vanguard FTSE Developed Markets ETF 0.1%
Value ($000) $147 Shares 2,890 Est. Cost $44.36 Unrealized
INTC Intel Corp Com 0.1%
Value ($000) $147 Shares 6,457 Est. Cost $25.10 Unrealized -12.8%
PLTR Palantir Technologies Inc Cl A 0.1%
Value ($000) $143 Shares 1,690 Est. Cost $74.44 Unrealized +18.0%
BEP MLP Brookfield Renewable Energy Partner 0.1%
Value ($000) $142 Shares 6,410 Est. Cost $21.74 Unrealized
LH Labcorp Holdings Inc 0.1%
Value ($000) $142 Shares 609 Est. Cost $216.29 Unrealized +11.1%
IUSB iShares Core Total USD Bond Market ETF 0.1%
Value ($000) $142 Shares 3,071 Est. Cost $43.72 Unrealized
HPQ HP Inc Com. 0.1%
Value ($000) $140 Shares 5,063 Est. Cost $27.96 Unrealized +8.6%
MMM 3M Corp Com 0.0%
Value ($000) $138 Shares 940 Est. Cost $72.96 Unrealized +98.2%
IVW iShares S&P 500 Growth Index Fund 0.0%
Value ($000) $135 Shares 1,453 Est. Cost $71.34 Unrealized
TRV Travelers Cos Inc Com St 0.0%
Value ($000) $134 Shares 507 Est. Cost $159.78 Unrealized +53.6%
SCHH Schwab US REIT ETF 0.0%
Value ($000) $133 Shares 6,203 Est. Cost $17.75 Unrealized
ADP Automatic Data Processing Inc Com 0.0%
Value ($000) $133 Shares 435 Est. Cost $231.16 Unrealized +27.8%
SPYM SPDR Portfolio S&P 500 ETF 0.0%
Value ($000) $132 Shares 2,000 Est. Cost $50.26 Unrealized
PM Philip Morris International 0.0%
Value ($000) $131 Shares 827 Est. Cost $87.26 Unrealized +57.0%
CMCSA Comcast Corp New Cl A Com 0.0%
Value ($000) $126 Shares 3,425 Est. Cost $39.86 Unrealized -12.1%
CTSH Cognizant Technology Solutions Corp 0.0%
Value ($000) $123 Shares 1,613 Est. Cost $60.20 Unrealized +33.3%
THO Thor Industries Inc 0.0%
Value ($000) $123 Shares 1,623 Est. Cost $99.20 Unrealized -7.3%
CHD Church & Dwight Inc 0.0%
Value ($000) $121 Shares 1,100 Est. Cost $97.40 Unrealized +8.7%
MDLZ Mondelez International Inc 0.0%
Value ($000) $115 Shares 1,702 Est. Cost $67.12 Unrealized -11.0%
TSM ADR Taiwan Semiconductor Mfg 0.0%
Value ($000) $114 Shares 688 Est. Cost $160.64 Unrealized
O Realty Income Corporation Com 0.0%
Value ($000) $112 Shares 1,933 Est. Cost $50.15 Unrealized +4.8%
SHEL Shell Plc 0.0%
Value ($000) $111 Shares 1,521 Est. Cost $66.37 Unrealized
CL Colgate Palmolive Co Com 0.0%
Value ($000) $111 Shares 1,185 Est. Cost $69.73 Unrealized +26.0%
INTU Intuit Corp 0.0%
Value ($000) $111 Shares 180 Est. Cost $498.82 Unrealized +19.8%
CME CME Group, Inc. 0.0%
Value ($000) $108 Shares 406 Est. Cost $180.89 Unrealized +34.0%
GIS General Mills Inc Com 0.0%
Value ($000) $107 Shares 1,782 Est. Cost $71.81 Unrealized -19.3%
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $106 Shares 1,403 Est. Cost $64.35 Unrealized
PYPL PayPal Holdings Inc Com 0.0%
Value ($000) $106 Shares 1,625 Est. Cost $65.03 Unrealized +19.5%
TXN Texas Instruments Inc Com 0.0%
Value ($000) $106 Shares 589 Est. Cost $159.49 Unrealized +14.3%
VEU Vanguard FTSE All-World Ex 0.0%
Value ($000) $106 Shares 1,743 Est. Cost $51.87 Unrealized
EES WisdomTree US SmallCap Earnings ETF 0.0%
Value ($000) $105 Shares 2,143 Est. Cost $43.27 Unrealized
MCHI iShares MSCI China ETF 0.0%
Value ($000) $103 Shares 1,900 Est. Cost $43.29 Unrealized
SNY SANOFI Sponsored ADR 0.0%
Value ($000) $102 Shares 1,848 Est. Cost $49.91 Unrealized
AGG iShares Barclays Aggregate Bond 0.0%
Value ($000) $100 Shares 1,009 Est. Cost $94.04 Unrealized
SCHW Schwab Charles Corp Com 0.0%
Value ($000) $100 Shares 1,275 Est. Cost $62.47 Unrealized +24.3%
ENB Enbridge Inc Com 0.0%
Value ($000) $95 Shares 2,142 Est. Cost $33.28 Unrealized +24.4%
CB Chubb Limited 0.0%
Value ($000) $95 Shares 313 Est. Cost $198.64 Unrealized +39.1%
KMI Kinder Morgan Inc Del Com 0.0%
Value ($000) $91 Shares 3,200 Est. Cost $17.73 Unrealized +50.6%
PRFZ Invesco RAFI US 1500 Small-Mid ETF 0.0%
Value ($000) $90 Shares 2,380 Est. Cost $32.99 Unrealized
RMD Resmed Inc 0.0%
Value ($000) $90 Shares 400 Est. Cost $220.76 Unrealized +4.9%
FITB Fifth Third Bancorp Com 0.0%
Value ($000) $89 Shares 2,276 Est. Cost $24.49 Unrealized +66.2%
ADBE Adobe Systems Inc Com 0.0%
Value ($000) $88 Shares 230 Est. Cost $419.42 Unrealized +2.2%
SCHF Schwab International Equity ETF 0.0%
Value ($000) $88 Shares 4,441 Est. Cost $19.78 Unrealized
MDY SPDR S&P MidCap 400 ETF 0.0%
Value ($000) $87 Shares 164 Est. Cost $456.64 Unrealized
EXC Exelon Corp Com 0.0%
Value ($000) $87 Shares 1,889 Est. Cost $37.24 Unrealized +8.8%
ADM Archer Daniels Midland Co Com 0.0%
Value ($000) $87 Shares 1,804 Est. Cost $62.54 Unrealized -25.2%
SCZ iShares Tr MSCI EAFE Small Cap 0.0%
Value ($000) $86 Shares 1,349 Est. Cost $57.20 Unrealized
DRLL Strive U S Energy ETF 0.0%
Value ($000) $85 Shares 2,855 Est. Cost $30.08 Unrealized
IEMG iShares Core MSCI Emerging Mkts ETF 0.0%
Value ($000) $84 Shares 1,559 Est. Cost $47.59 Unrealized
MAS Masco Corp Com 0.0%
Value ($000) $83 Shares 1,200 Est. Cost $55.30 Unrealized +33.1%
XLF Financial Select Sector SPDR 0.0%
Value ($000) $82 Shares 1,649 Est. Cost $35.22 Unrealized
XLV Health Care Select Sector SPDR 0.0%
Value ($000) $81 Shares 558 Est. Cost $129.37 Unrealized
COIN Coinbase Global Inc Cl A 0.0%
Value ($000) $80 Shares 465 Est. Cost $84.28 Unrealized +187.3%
WMB Williams Company Inc 0.0%
Value ($000) $79 Shares 1,322 Est. Cost $36.68 Unrealized +51.1%
HPE Hewlett Packard Enterprise Co. 0.0%
Value ($000) $77 Shares 5,000 Est. Cost $16.09 Unrealized +20.6%
NFLX Netflix Inc 0.0%
Value ($000) $76 Shares 82 Est. Cost $63.22 Unrealized +50.4%
PWR Quanta Services Inc Com 0.0%
Value ($000) $76 Shares 300 Est. Cost $199.88 Unrealized +44.4%
XLI Industrial Select Sector SPDR 0.0%
Value ($000) $75 Shares 575 Est. Cost $101.38 Unrealized
IBIT iShares Bitcoin Trust ETF 0.0%
Value ($000) $74 Shares 1,580 Est. Cost $35.19 Unrealized
SPGI S&P Global Inc 0.0%
Value ($000) $74 Shares 145 Est. Cost $394.38 Unrealized +28.7%
IJJ iShares S&P Midcap 400/Value Fund 0.0%
Value ($000) $72 Shares 600 Est. Cost $100.93 Unrealized
VOT Vanguard Mid-Cap Growth Index ETF 0.0%
Value ($000) $72 Shares 293 Est. Cost $243.47 Unrealized
ARKB Ark 21Shares Bitcoin ETF 0.0%
Value ($000) $72 Shares 870 Est. Cost $61.78 Unrealized
EFG iShares MSCI EAFE Growth ETF 0.0%
Value ($000) $71 Shares 711 Est. Cost $88.72 Unrealized
GEL Genesis Energy LP 0.0%
Value ($000) $71 Shares 4,500 Est. Cost $10.32 Unrealized
OTIS Otis Worldwide Corp 0.0%
Value ($000) $70 Shares 676 Est. Cost $88.97 Unrealized +8.1%
BP BP PLC Sponsored ADR 0.0%
Value ($000) $69 Shares 2,034 Est. Cost $37.79 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $68 Shares 610 Est. Cost $73.07 Unrealized +37.6%
CLH Clean Harbors Inc 0.0%
Value ($000) $65 Shares 330 Est. Cost $168.59 Unrealized +29.8%
MFC Manulife Financial Corp Com ADR 0.0%
Value ($000) $65 Shares 2,078 Est. Cost $20.01 Unrealized +51.0%
GEV GE Vernova LLC Com 0.0%
Value ($000) $63 Shares 206 Est. Cost $158.10 Unrealized +120.2%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $63 Shares 611 Est. Cost $155.84 Unrealized -28.6%
VIOG Vanguard S&P Small Cap 600 Growth ETF 0.0%
Value ($000) $63 Shares 586 Est. Cost $119.78 Unrealized
DRI Darden Restaurants Inc 0.0%
Value ($000) $62 Shares 300 Est. Cost $147.14 Unrealized +28.2%
ACGL Arch Cap Group Ltd 0.0%
Value ($000) $62 Shares 641 Est. Cost $80.72 Unrealized +14.3%
AHR American Healthcare Reit Inc common stock 0.0%
Value ($000) $61 Shares 2,012 Est. Cost $28.42 Unrealized
ECL Ecolab Inc Com 0.0%
Value ($000) $61 Shares 239 Est. Cost $187.21 Unrealized +33.3%
TT Trane Technologies PLC Class A 0.0%
Value ($000) $60 Shares 179 Est. Cost $267.07 Unrealized +34.4%
EW Edwards Lifesciences Corp Com 0.0%
Value ($000) $59 Shares 815 Est. Cost $80.36 Unrealized -10.9%
RELX Relx PLC ADR 0.0%
Value ($000) $58 Shares 1,159 Est. Cost $45.87 Unrealized
VTWO Vanguard Russell 2000 Index ETF 0.0%
Value ($000) $58 Shares 720 Est. Cost $71.44 Unrealized
EFV iShares MSCI EAFE Value ETF 0.0%
Value ($000) $58 Shares 982 Est. Cost $49.88 Unrealized
ACN Accenture PLC Cl A 0.0%
Value ($000) $58 Shares 185 Est. Cost $344.50 Unrealized +1.4%
FEX First Trust Large Cap Core AlphaDEX ETF 0.0%
Value ($000) $56 Shares 550 Est. Cost $99.24 Unrealized
LII Lennox Intl Inc 0.0%
Value ($000) $56 Shares 100 Est. Cost $352.69 Unrealized +70.0%
RSG Republic Svcs Inc 0.0%
Value ($000) $56 Shares 230 Est. Cost $185.14 Unrealized +19.8%
EWJ iShares MSCI Japan ETF 0.0%
Value ($000) $55 Shares 800 Est. Cost $60.29 Unrealized
PCAR Paccar Inc Com 0.0%
Value ($000) $54 Shares 554 Est. Cost $95.46 Unrealized +7.8%
CARR Carrier Global Corporation 0.0%
Value ($000) $54 Shares 847 Est. Cost $57.29 Unrealized +14.8%
EOG EOG Resources Inc Com 0.0%
Value ($000) $53 Shares 417 Est. Cost $119.25 Unrealized +4.9%
OXY Occidental Petroleum 0.0%
Value ($000) $53 Shares 1,065 Est. Cost $58.18 Unrealized -17.8%
TROW T Rowe Price Group Inc Com 0.0%
Value ($000) $52 Shares 567 Est. Cost $100.34 Unrealized +0.3%
GOVT iShares US Treasury Bond ETF 0.0%
Value ($000) $52 Shares 2,264 Est. Cost $22.36 Unrealized
VLO Valero Energy Com 0.0%
Value ($000) $52 Shares 392 Est. Cost $125.56 Unrealized +3.0%
AMT American Tower Corporation 0.0%
Value ($000) $51 Shares 235 Est. Cost $169.43 Unrealized +11.9%
STM STMicroelectronics NV 0.0%
Value ($000) $50 Shares 2,287 Est. Cost $42.87 Unrealized
CVS CVS Health Corp Com 0.0%
Value ($000) $50 Shares 739 Est. Cost $47.97 Unrealized +20.9%
AZN Astrazeneca PLC ADR 0.0%
Value ($000) $50 Shares 681 Est. Cost $77.99 Unrealized
XLY Consumer Discretionary SPDR 0.0%
Value ($000) $49 Shares 250 Est. Cost $160.98 Unrealized
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $49 Shares 1,747 Est. Cost $50.42 Unrealized
MCHP Microchip Technology Inc 0.0%
Value ($000) $48 Shares 999 Est. Cost $79.21 Unrealized -31.6%
BEPC Brookfield Renewable Corp Cl A Ex Sub Vtg 0.0%
Value ($000) $48 Shares 1,711 Est. Cost $28.96 Unrealized -9.2%
NEAR iShares Short Maturity Bond ETF 0.0%
Value ($000) $48 Shares 934 Est. Cost $49.89 Unrealized
FELE Franklin Electric Co Inc 0.0%
Value ($000) $47 Shares 500 Est. Cost $94.15 Unrealized +4.4%
VONG Vanguard Russell 1000 Growth Index Fd 0.0%
Value ($000) $46 Shares 500 Est. Cost $68.44 Unrealized
GSLC Goldman Sachs ActiveBeta US LgCp Eq ETF 0.0%
Value ($000) $46 Shares 417 Est. Cost $84.23 Unrealized
VBR Vanguard Small Cap Value ETF 0.0%
Value ($000) $46 Shares 245 Est. Cost $164.10 Unrealized
IWP iShares Russell Mid-Cap Growth Index 0.0%
Value ($000) $45 Shares 383 Est. Cost $91.35 Unrealized
IWS iShares Russell Mid-Cap Value Index 0.0%
Value ($000) $44 Shares 350 Est. Cost $104.34 Unrealized
SPG Simon Property Group Inc Com 0.0%
Value ($000) $44 Shares 265 Est. Cost $133.23 Unrealized +25.3%
MSTR MicroStrategy Inc Class A 0.0%
Value ($000) $43 Shares 150 Est. Cost $142.97 Unrealized +122.1%
GDX VanEck Vectors Gold Miners ETF 0.0%
Value ($000) $41 Shares 886 Est. Cost $26.91 Unrealized
COKE Coca Cola Bottling Co 0.0%
Value ($000) $41 Shares 30 Est. Cost $64.34 Unrealized +107.2%
DOW Dow Inc 0.0%
Value ($000) $40 Shares 1,147 Est. Cost $46.98 Unrealized -23.4%
KIDS OrthoPediatrics Corp. 0.0%
Value ($000) $40 Shares 1,616 Est. Cost $30.62 Unrealized -19.4%
ALC Alcon Inc 0.0%
Value ($000) $39 Shares 414 Est. Cost $79.81 Unrealized +12.0%
DD Dupont De Nemours Inc 0.0%
Value ($000) $38 Shares 514 Est. Cost $29.88 Unrealized +6.7%
MRSH Marsh & McLennan CO Inc Com 0.0%
Value ($000) $37 Shares 151 Est. Cost $198.03 Unrealized +12.8%
FRME First Merchants Corp Com 0.0%
Value ($000) $36 Shares 902 Est. Cost $27.26 Unrealized +47.6%
SPSB SPDR Portfolio Short Term Corp Bond ETF 0.0%
Value ($000) $36 Shares 1,210 Est. Cost $29.32 Unrealized
XLP Select Sector SPDR Tr Cnsmr Staples 0.0%
Value ($000) $36 Shares 439 Est. Cost $68.81 Unrealized
GSK GSK PLC ADR 0.0%
Value ($000) $36 Shares 925 Est. Cost $35.41 Unrealized
NVO Novo-Nordisk AS ADR 0.0%
Value ($000) $34 Shares 491 Est. Cost $142.74 Unrealized
ERTH Invesco Cleantech ETF 0.0%
Value ($000) $34 Shares 870 Est. Cost $44.28 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $33 Shares 384 Est. Cost $103.98 Unrealized -7.9%
HAL Halliburton Co Com 0.0%
Value ($000) $33 Shares 1,300 Est. Cost $36.99 Unrealized -30.8%
EWC iShares Inc MSCI CDA Index Fd 0.0%
Value ($000) $33 Shares 800 Est. Cost $33.46 Unrealized
Walgreens Boots Alliance Inc Com 0.0%
Value ($000) $32 Shares 2,850 Est. Cost $22.24 Unrealized
Putnam Mun Opportunities Tr 0.0%
Value ($000) $31 Shares 3,000 Est. Cost $9.20 Unrealized
VCIT Vanguard Intermediate-Term Corp. Bond ETF 0.0%
Value ($000) $29 Shares 350 Est. Cost $77.56 Unrealized
HSY Hershey Foods Corp Com 0.0%
Value ($000) $28 Shares 165 Est. Cost $205.43 Unrealized -22.5%
MUB iShares National Muni Bond ETF 0.0%
Value ($000) $28 Shares 264 Est. Cost $108.02 Unrealized
WAT Waters Corp Com 0.0%
Value ($000) $27 Shares 73 Est. Cost $328.72 Unrealized +17.8%
ALL Allstate Corp 0.0%
Value ($000) $26 Shares 124 Est. Cost $112.94 Unrealized +69.4%
DGRW WisdomTree US Quality Div Growth ETF 0.0%
Value ($000) $25 Shares 310 Est. Cost $82.60 Unrealized
EZU iShares MSCI Eurozone ETF 0.0%
Value ($000) $24 Shares 458 Est. Cost $53.25 Unrealized
C Citigroup Inc Com New 0.0%
Value ($000) $24 Shares 340 Est. Cost $40.46 Unrealized +84.2%
BDX Becton Dickinson & CO Com 0.0%
Value ($000) $24 Shares 104 Est. Cost $242.58 Unrealized -6.3%
LKFN Lakeland Finl Corp Common 0.0%
Value ($000) $24 Shares 400 Est. Cost $47.62 Unrealized +32.9%
MCK McKesson Corp 0.0%
Value ($000) $24 Shares 35 Est. Cost $557.26 Unrealized +10.5%
EL Estee Lauder Cos Cl A Com 0.0%
Value ($000) $23 Shares 350 Est. Cost $158.99 Unrealized -55.2%
FTV Fortive Corp 0.0%
Value ($000) $22 Shares 301 Est. Cost $59.47 Unrealized -1.7%
Eaton Vance Tax-Adv Global Dividend Income 0.0%
Value ($000) $22 Shares 1,200 Est. Cost $18.22 Unrealized
DLR Digital Realty Trust, Inc. 0.0%
Value ($000) $21 Shares 150 Est. Cost $146.88 Unrealized +7.6%
IGM iShares Expanded Tech Sector ETF 0.0%
Value ($000) $21 Shares 237 Est. Cost $95.94 Unrealized
CAG Conagra Inc Com 0.0%
Value ($000) $21 Shares 800 Est. Cost $27.08 Unrealized -10.0%
CGGR Capital Group Growth ETF 0.0%
Value ($000) $21 Shares 602 Est. Cost $34.79 Unrealized
CCJ Cameco Corporation 0.0%
Value ($000) $21 Shares 500 Est. Cost $35.17 Unrealized +33.6%
MTZ MasTec Inc 0.0%
Value ($000) $20 Shares 175 Est. Cost $134.07 Unrealized +0.6%
CGDV Capital Group Dividend Value ETF 0.0%
Value ($000) $20 Shares 560 Est. Cost $33.00 Unrealized
QQQM Invesco Nasdaq 100 ETF 0.0%
Value ($000) $19 Shares 100 Est. Cost $200.85 Unrealized
ITA iShares US Aerospace & Defense ETF 0.0%
Value ($000) $19 Shares 125 Est. Cost $126.60 Unrealized
DGRO iShares Core Dividend Growth ETF 0.0%
Value ($000) $19 Shares 308 Est. Cost $57.61 Unrealized
MPC Marathon Petroleum Corp Com 0.0%
Value ($000) $19 Shares 130 Est. Cost $132.62 Unrealized +9.5%
PCRX Pacira Pharmaceuticals Inc 0.0%
Value ($000) $19 Shares 760 Est. Cost $36.04 Unrealized -33.6%
STZ Constellation Brands Inc Cl A 0.0%
Value ($000) $18 Shares 100 Est. Cost $249.26 Unrealized -28.7%
SOLV Solventum Corp 0.0%
Value ($000) $18 Shares 232 Est. Cost $60.70 Unrealized +22.7%
IDXX IDEXX Laboratories Inc 0.0%
Value ($000) $18 Shares 42 Est. Cost $485.80 Unrealized -10.6%
IVE IShares S&P 500 Value ETF 0.0%
Value ($000) $18 Shares 92 Est. Cost $173.89 Unrealized
CGGO Capital Group Gbl Growth Eqty ETF 0.0%
Value ($000) $17 Shares 605 Est. Cost $30.15 Unrealized
FNF Fidelity National Financial Inc 0.0%
Value ($000) $17 Shares 263 Est. Cost $45.75 Unrealized +22.5%
VCSH Vanguard Short-Term Corporate Bond ETF 0.0%
Value ($000) $17 Shares 216 Est. Cost $75.15 Unrealized
BIP Brookfield Infrastructure LP 0.0%
Value ($000) $17 Shares 562 Est. Cost $29.40 Unrealized
NOW ServiceNow, Inc. 0.0%
Value ($000) $17 Shares 21 Est. Cost $151.51 Unrealized +27.2%
EXE Chesapeake Energy Corp 0.0%
Value ($000) $17 Shares 150 Est. Cost $77.05 Unrealized +31.1%
PSTG Pure Storage Inc Class A 0.0%
Value ($000) $17 Shares 375 Est. Cost $37.08 Unrealized +62.7%
KEY Keycorp New Com 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $9.75 Unrealized +66.7%
USMV iShares Edge MSCI Min Vol USA ETF 0.0%
Value ($000) $16 Shares 170 Est. Cost $81.23 Unrealized
SNA Snap On Tools Corp Com 0.0%
Value ($000) $16 Shares 47 Est. Cost $253.68 Unrealized +30.8%
GNRC Generac Holdings Inc 0.0%
Value ($000) $16 Shares 125 Est. Cost $148.36 Unrealized -3.3%
IYG iShares US Financial Services ETF 0.0%
Value ($000) $16 Shares 201 Est. Cost $110.47 Unrealized
CNC Centene Corp 0.0%
Value ($000) $16 Shares 260 Est. Cost $73.30 Unrealized -17.6%
DAR Darling Ingredients Inc 0.0%
Value ($000) $16 Shares 500 Est. Cost $62.48 Unrealized -44.0%
PHG Koninklijke Phillips Electrs NV ADR 0.0%
Value ($000) $15 Shares 588 Est. Cost $25.20 Unrealized
WY Weyerhaeuser Corp Com 0.0%
Value ($000) $14 Shares 489 Est. Cost $30.62 Unrealized -5.8%
DLTR Dollar Tree Stores Inc Com 0.0%
Value ($000) $14 Shares 190 Est. Cost $136.03 Unrealized -47.4%
IEF iShares Barclays 7-10 year Treas Bond Fund 0.0%
Value ($000) $14 Shares 149 Est. Cost $91.89 Unrealized
SHY iShares Lehman 1-3 Year Treasury Bond 0.0%
Value ($000) $14 Shares 170 Est. Cost $80.97 Unrealized
BTCW WisdomTree Bitcoin ETF 0.0%
Value ($000) $14 Shares 160 Est. Cost $63.66 Unrealized
ROK Rockwell Automation Inc 0.0%
Value ($000) $14 Shares 53 Est. Cost $278.76 Unrealized -1.5%
KD Kyndryl Hldgs Inc 0.0%
Value ($000) $13 Shares 423 Est. Cost $14.83 Unrealized +152.7%
GXC SPDR S&P China ETF 0.0%
Value ($000) $13 Shares 150 Est. Cost $71.55 Unrealized
IJS iShares S&P Smallcap 600/Value Fund 0.0%
Value ($000) $12 Shares 128 Est. Cost $89.22 Unrealized
TDG TransDigm Group Inc 0.0%
Value ($000) $12 Shares 9 Est. Cost $1136.24 Unrealized +9.8%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $12 Shares 25 Est. Cost $531.14 Unrealized +1.6%
BABA Alibaba Group Holding LTD 0.0%
Value ($000) $12 Shares 93 Est. Cost $86.74 Unrealized
VBK Vanguard Small-Cap Growth ETF 0.0%
Value ($000) $12 Shares 48 Est. Cost $241.77 Unrealized
XLB Materials Select Sector SPDR 0.0%
Value ($000) $12 Shares 138 Est. Cost $78.55 Unrealized
RJF Raymond James Financial Inc 0.0%
Value ($000) $12 Shares 85 Est. Cost $120.53 Unrealized +27.1%
CEG Constellation Energy Corp 0.0%
Value ($000) $12 Shares 58 Est. Cost $188.35 Unrealized +41.6%
IYR iShares US Real Estate ETF 0.0%
Value ($000) $11 Shares 120 Est. Cost $78.14 Unrealized
FPX First Trust US Equity Opportunities ETF 0.0%
Value ($000) $11 Shares 99 Est. Cost $110.19 Unrealized
RCI Rogers Communications Inc Cl B Com 0.0%
Value ($000) $11 Shares 400 Est. Cost $41.95 Unrealized -32.7%
PNC PNC Financial Services Group Com 0.0%
Value ($000) $10 Shares 58 Est. Cost $115.08 Unrealized +59.3%
JHMM John Hancock Multifactor Mid Cap ETF 0.0%
Value ($000) $10 Shares 177 Est. Cost $60.20 Unrealized
CNI Canadian National Railway Co 0.0%
Value ($000) $10 Shares 104 Est. Cost $109.31 Unrealized -9.1%
ORLY O'Reilly Automotive Inc 0.0%
Value ($000) $10 Shares 7 Est. Cost $69.44 Unrealized +25.3%
AMP Ameriprise Finl Inc Com 0.0%
Value ($000) $10 Shares 20 Est. Cost $526.39 Unrealized -1.5%
VSS Vanguard FTSE All World ex-US SmCp ETF 0.0%
Value ($000) $9 Shares 81 Est. Cost $115.02 Unrealized
IJT iShares S&P SmallCap 600 Growth 0.0%
Value ($000) $9 Shares 75 Est. Cost $130.73 Unrealized
CDNS Cadence Design System Inc 0.0%
Value ($000) $9 Shares 36 Est. Cost $296.08 Unrealized -6.1%
QS QuantumScape Corp 0.0%
Value ($000) $9 Shares 2,150 Est. Cost $6.16 Unrealized -19.8%
DG Dollar General Corp. 0.0%
Value ($000) $9 Shares 100 Est. Cost $141.69 Unrealized -47.5%
SLDP Solid Power Inc 0.0%
Value ($000) $9 Shares 8,350 Est. Cost $1.58 Unrealized -13.4%
COWZ Pacer US Cash Cows 100 ETF 0.0%
Value ($000) $8 Shares 155 Est. Cost $51.99 Unrealized
QSR Restaurant Brands Int'l Inc 0.0%
Value ($000) $8 Shares 127 Est. Cost $71.81 Unrealized -10.2%
LUV Southwest Airlines CO Com 0.0%
Value ($000) $8 Shares 250 Est. Cost $30.88 Unrealized +0.5%
NVS Novartis AG Sponsored ADR 0.0%
Value ($000) $8 Shares 75 Est. Cost $101.87 Unrealized
Skechers USA Inc 0.0%
Value ($000) $8 Shares 145 Est. Cost $48.95 Unrealized
TU TELUS Corp 0.0%
Value ($000) $8 Shares 560 Est. Cost $17.62 Unrealized -16.8%
BAX Baxter International 0.0%
Value ($000) $8 Shares 234 Est. Cost $40.15 Unrealized -19.9%
WEN Wendys Co 0.0%
Value ($000) $8 Shares 541 Est. Cost $20.88 Unrealized -28.0%
PH Parker Hannifin Corp Com 0.0%
Value ($000) $8 Shares 13 Est. Cost $493.54 Unrealized +31.4%
SAM Boston Beer Inc Cl A 0.0%
Value ($000) $8 Shares 33 Est. Cost $350.39 Unrealized -30.5%
UBER Uber Technologies Inc 0.0%
Value ($000) $8 Shares 108 Est. Cost $70.40 Unrealized +2.3%
RFIL RF Industries Ltd 0.0%
Value ($000) $8 Shares 1,675 Est. Cost $4.57 Unrealized 0.0%
DAC Danaos Corporation 0.0%
Value ($000) $8 Shares 100 Est. Cost $62.28 Unrealized +26.8%
WM Waste Management Inc 0.0%
Value ($000) $8 Shares 33 Est. Cost $156.02 Unrealized +40.0%
VLTO Veralto Corp 0.0%
Value ($000) $7 Shares 74 Est. Cost $105.00 Unrealized -5.4%
TotalEnergies SE ADR 0.0%
Value ($000) $7 Shares 101 Est. Cost $54.50 Unrealized
DEO Diageo PLC Sponsored ADR New 0.0%
Value ($000) $6 Shares 62 Est. Cost $139.25 Unrealized
COR Cencora Inc 0.0%
Value ($000) $6 Shares 23 Est. Cost $233.11 Unrealized +7.1%
MOAT VanEck Morningstar Wide Moat ETF 0.0%
Value ($000) $6 Shares 72 Est. Cost $84.88 Unrealized
MSI Motorola Solutions Inc 0.0%
Value ($000) $6 Shares 14 Est. Cost $468.46 Unrealized -5.7%
CAH Cardinal Health Inc Com 0.0%
Value ($000) $5 Shares 39 Est. Cost $95.72 Unrealized +31.5%
IP International Paper Co Com 0.0%
Value ($000) $5 Shares 100 Est. Cost $30.68 Unrealized +71.9%
NDAQ NASDAQ, Inc. 0.0%
Value ($000) $5 Shares 69 Est. Cost $67.05 Unrealized +16.0%
ARBE Arbe Robotics Ltd 0.0%
Value ($000) $5 Shares 5,000 Est. Cost $2.21 Unrealized 0.0%
NWL Newell Brands Inc Com 0.0%
Value ($000) $5 Shares 828 Est. Cost $8.83 Unrealized -13.8%
GNK Genco Shipping & Trading Ltd 0.0%
Value ($000) $5 Shares 350 Est. Cost $13.79 Unrealized +2.8%
WLKP Westlake Chemical Partners LP 0.0%
Value ($000) $5 Shares 200 Est. Cost $21.75 Unrealized
CLX Clorox CO Com 0.0%
Value ($000) $4 Shares 30 Est. Cost $139.91 Unrealized +5.8%
HUBB Hubbell Inc 0.0%
Value ($000) $4 Shares 13 Est. Cost $377.50 Unrealized +1.4%
TLH iShares 10-20 Year Treasury Bond ETF 0.0%
Value ($000) $4 Shares 41 Est. Cost $109.34 Unrealized
MRVL Marvell Technology Group Ltd 0.0%
Value ($000) $4 Shares 67 Est. Cost $58.53 Unrealized +65.2%
SCI Service Corp International Com 0.0%
Value ($000) $4 Shares 48 Est. Cost $81.80 Unrealized -3.8%
NGG National Grid PLC ADR 0.0%
Value ($000) $4 Shares 58 Est. Cost $59.41 Unrealized
BSV Vanguard Short-Term Bond ETF 0.0%
Value ($000) $4 Shares 48 Est. Cost $75.17 Unrealized
AIRR First Trust RBA Amer Indst Ren ETF 0.0%
Value ($000) $4 Shares 55 Est. Cost $57.84 Unrealized
PEG Public Service Enterprise Group Inc. 0.0%
Value ($000) $4 Shares 45 Est. Cost $85.29 Unrealized -5.0%
MNKD Mankind Corp. Com. 0.0%
Value ($000) $4 Shares 700 Est. Cost $4.49 Unrealized +24.7%
DOV Dover Corp Com 0.0%
Value ($000) $4 Shares 20 Est. Cost $193.06 Unrealized -1.4%
CALF Pacer US Small Cap Cash Cows 100 ETF 0.0%
Value ($000) $3 Shares 90 Est. Cost $48.03 Unrealized
EXR Extra Space Storage Inc 0.0%
Value ($000) $3 Shares 22 Est. Cost $158.46 Unrealized -8.3%
TFC Truist Finl Corp 0.0%
Value ($000) $3 Shares 77 Est. Cost $37.27 Unrealized +14.5%
SLB Schlumberger Ltd Com 0.0%
Value ($000) $3 Shares 72 Est. Cost $54.41 Unrealized -26.7%
LRCX Lam Research Corp Com New 0.0%
Value ($000) $3 Shares 41 Est. Cost $74.98 Unrealized +4.2%
GERN Geron Corp 0.0%
Value ($000) $3 Shares 1,736 Est. Cost $2.71 Unrealized -10.3%
BIIB Biogen Inc Com 0.0%
Value ($000) $3 Shares 20 Est. Cost $267.47 Unrealized -46.6%
AWK American Water Works Company Inc 0.0%
Value ($000) $3 Shares 18 Est. Cost $137.26 Unrealized -6.0%
LIT Global X Lithium & Battery Tech ETF 0.0%
Value ($000) $3 Shares 65 Est. Cost $55.17 Unrealized
BIPC Brookfield Infrastructure Corp Sub Vtg A 0.0%
Value ($000) $2 Shares 61 Est. Cost $40.13 Unrealized -5.6%
IEP Icahn Enterprises L.P 0.0%
Value ($000) $2 Shares 242 Est. Cost $18.86 Unrealized
RWX SPDR DJ International Real Estate 0.0%
Value ($000) $2 Shares 85 Est. Cost $23.78 Unrealized
Interpublic Group Companies Inc Com 0.0%
Value ($000) $2 Shares 76 Est. Cost $29.01 Unrealized -8.6%
XIFR NextEra Energy Partners LP 0.0%
Value ($000) $2 Shares 215 Est. Cost $50.66 Unrealized -77.6%
BHF Brighthouse Financial Inc. 0.0%
Value ($000) $2 Shares 34 Est. Cost $46.13 Unrealized +21.1%
FTNT Fortinet Inc 0.0%
Value ($000) $2 Shares 20 Est. Cost $88.94 Unrealized +14.0%
QUAL iShares Edge MSCI USA Quality Factor ETF 0.0%
Value ($000) $2 Shares 11 Est. Cost $179.27 Unrealized
AVY Avery Dennison Corp Com 0.0%
Value ($000) $2 Shares 10 Est. Cost $209.91 Unrealized -14.1%
DBRG Digitalbridge Group Inc Cl A New 0.0%
Value ($000) $2 Shares 187 Est. Cost $16.39 Unrealized -36.1%
IYW iShares US Technology ETF 0.0%
Value ($000) $1 Shares 9 Est. Cost $151.67 Unrealized
CREX Creative Realities Inc 0.0%
Value ($000) $1 Shares 570 Est. Cost $3.36 Unrealized -31.2%
EMN Eastman Chemical CO Com 0.0%
Value ($000) $1 Shares 12 Est. Cost $97.31 Unrealized -7.1%
BKSY BlackSky Technology Inc Com Stk Cl A 0.0%
Value ($000) $1 Shares 115 Est. Cost $8.57 Unrealized +46.7%
CRDO Credo Technology Group Holding Ltd Com Stk 0.0%
Value ($000) $1 Shares 22 Est. Cost $49.69 Unrealized +25.1%
DKNG Draftkings Inc New Cl A 0.0%
Value ($000) $1 Shares 25 Est. Cost $29.54 Unrealized +39.0%
NNDM Nano Dimension Ltd ADR 0.0%
Value ($000) $1 Shares 460 Est. Cost $2.48 Unrealized
GEHC GE Healthcare Technologies Inc. 0.0%
Value ($000) $1 Shares 8 Est. Cost $72.48 Unrealized +18.4%
RIVN Rivian Automotive Inc Class A 0.0%
Value ($000) $1 Shares 50 Est. Cost $12.19 Unrealized +3.2%
VTRS Viatris Inc 0.0%
Value ($000) $1 Shares 68 Est. Cost $9.34 Unrealized +7.3%
PESI Perma-Fix Environmental Svcs Com New 0.0%
Value ($000) $0 Shares 65 Est. Cost $13.15 Unrealized -31.7%
BTBT Bit Digital Inc 0.0%
Value ($000) $0 Shares 220 Est. Cost $3.93 Unrealized -26.7%
BYND Beyond Meat Inc 0.0%
Value ($000) $0 Shares 75 Est. Cost $13.04 Unrealized -71.8%
ONL Orion Office Reit Inc 0.0%
Value ($000) $0 Shares 87 Est. Cost $5.21 Unrealized
HL Hecla Mining Co 0.0%
Value ($000) $0 Shares 11 Est. Cost $5.54 Unrealized 0.0%
KSS Kohls Corp Com 0.0%
Value ($000) $0 Shares 5 Est. Cost $25.24 Unrealized -54.0%
Workhorse Group Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $2.00 Unrealized