Indiana Trust & Investment Management CO Diversified Active

CIK: 0001356407 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 23, 2025

Total Value ($000): $302,343 (100.0% shares, 0.0% debt)

Holdings (481)

NVDA Nvidia Corp Com 9.9%
Value ($000) $29,813 Shares 188,701 Est. Cost $98.25 Unrealized +28.1%
SPY SPDR S&P 500 Index 8.7%
Value ($000) $26,391 Shares 42,715 Est. Cost $427.48 Unrealized
AAPL Apple Computer Inc Com 4.0%
Value ($000) $12,044 Shares 58,701 Est. Cost $87.93 Unrealized +129.0%
AMZN Amazon.Com Inc Com 3.2%
Value ($000) $9,703 Shares 44,228 Est. Cost $137.51 Unrealized +43.9%
LLY Lilly Eli & CO Com 3.1%
Value ($000) $9,514 Shares 12,205 Est. Cost $255.49 Unrealized +202.7%
JPM JPMorgan Chase & Co Com 2.9%
Value ($000) $8,901 Shares 30,703 Est. Cost $79.87 Unrealized +216.3%
GOOGL Alphabet Inc Cap Stock Cl A (Google) 2.9%
Value ($000) $8,822 Shares 50,059 Est. Cost $115.18 Unrealized +41.8%
IWB iShares Russell 1000 Index 2.9%
Value ($000) $8,692 Shares 25,598 Est. Cost $107.80 Unrealized
COST Costco Whsl Corp New Com 2.5%
Value ($000) $7,536 Shares 7,613 Est. Cost $292.01 Unrealized +239.3%
IWF iShares Russell 1000 Growth Index 2.5%
Value ($000) $7,506 Shares 17,678 Est. Cost $276.46 Unrealized
META Meta Platforms Inc (formerly Facebook Inc) 2.4%
Value ($000) $7,155 Shares 9,694 Est. Cost $304.98 Unrealized +102.2%
ORCL Oracle Corp Com 2.1%
Value ($000) $6,241 Shares 28,547 Est. Cost $51.55 Unrealized +211.9%
MSFT Microsoft Corp Com 1.7%
Value ($000) $5,147 Shares 10,347 Est. Cost $155.29 Unrealized +178.4%
VTI Vanguard Total Stock Market ETF 1.4%
Value ($000) $4,293 Shares 14,124 Est. Cost $273.00 Unrealized
BALL Ball Corp Com 1.4%
Value ($000) $4,278 Shares 76,265 Est. Cost $29.31 Unrealized +76.4%
FISV Fiserv Inc Com 1.3%
Value ($000) $3,900 Shares 22,622 Est. Cost $54.37 Unrealized +233.6%
TJX TJ Maxx Co Inc Com 1.1%
Value ($000) $3,418 Shares 27,676 Est. Cost $42.17 Unrealized +198.5%
CAT Caterpillar Inc Com 1.0%
Value ($000) $2,931 Shares 7,549 Est. Cost $212.95 Unrealized +55.4%
LOW Lowes Companies Inc Com 0.8%
Value ($000) $2,534 Shares 11,422 Est. Cost $61.72 Unrealized +257.4%
V Visa Inc Class A Shares 0.8%
Value ($000) $2,497 Shares 7,034 Est. Cost $118.28 Unrealized +193.4%
IWR iShares Russell Midcap Index 0.8%
Value ($000) $2,338 Shares 25,425 Est. Cost $69.25 Unrealized
WMT Wal Mart Stores Inc Com 0.8%
Value ($000) $2,297 Shares 23,496 Est. Cost $66.03 Unrealized +43.5%
SRCE 1st Source Corp Com 0.8%
Value ($000) $2,268 Shares 36,541 Est. Cost $45.09 Unrealized
IVV iShares Core S&P 500 Index ETF 0.7%
Value ($000) $2,188 Shares 3,524 Est. Cost $459.75 Unrealized
ABBV AbbVie Inc 0.7%
Value ($000) $2,138 Shares 11,520 Est. Cost $45.42 Unrealized +302.2%
BLK Blackrock Inc Com 0.7%
Value ($000) $1,983 Shares 1,890 Est. Cost $991.05 Unrealized -5.8%
JNJ Johnson & Johnson Com 0.7%
Value ($000) $1,973 Shares 12,918 Est. Cost $93.38 Unrealized +61.5%
VGT Vanguard Info Tech ETF 0.6%
Value ($000) $1,942 Shares 2,928 Est. Cost $414.90 Unrealized
IWM iShares Russell 2000 Index Fd 0.6%
Value ($000) $1,930 Shares 8,942 Est. Cost $181.86 Unrealized
Nuveen Quality Muni Income Fund 0.6%
Value ($000) $1,923 Shares 170,299 Est. Cost $10.14 Unrealized
VOO Vanguard S&P 500 ETF 0.6%
Value ($000) $1,893 Shares 3,333 Est. Cost $394.69 Unrealized
PG Procter & Gamble Co Com 0.6%
Value ($000) $1,846 Shares 11,585 Est. Cost $74.51 Unrealized +115.8%
IWC iShares Tr Russell Microcap Index 0.6%
Value ($000) $1,766 Shares 13,830 Est. Cost $100.10 Unrealized
QQQ Invesco QQQ Trust 0.6%
Value ($000) $1,720 Shares 3,118 Est. Cost $445.36 Unrealized
IWD iShares Russell 1000 Value Index 0.6%
Value ($000) $1,665 Shares 8,573 Est. Cost $157.61 Unrealized
Invesco Muni Invmt. Grade Trust 0.5%
Value ($000) $1,643 Shares 173,147 Est. Cost $8.55 Unrealized
ETN Eaton Corp PLC 0.5%
Value ($000) $1,629 Shares 4,562 Est. Cost $124.96 Unrealized +145.4%
EFA iShares MSCI EAFE Index Fund 0.5%
Value ($000) $1,625 Shares 18,179 Est. Cost $68.92 Unrealized
SYK Stryker Corp 0.5%
Value ($000) $1,585 Shares 4,006 Est. Cost $152.14 Unrealized +144.2%
AllianceBernstein Ntl. Muni Inc. 0.5%
Value ($000) $1,570 Shares 152,252 Est. Cost $9.34 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 0.5%
Value ($000) $1,550 Shares 3,190 Est. Cost $169.30 Unrealized +200.0%
ONB Old National Bancorp Com 0.5%
Value ($000) $1,542 Shares 72,278 Est. Cost $18.21 Unrealized +13.6%
Nuveen AMT-Free Municipal Income Fund 0.5%
Value ($000) $1,518 Shares 139,000 Est. Cost $9.68 Unrealized
XOM Exxon Mobil Corp Com 0.5%
Value ($000) $1,466 Shares 13,596 Est. Cost $69.43 Unrealized +50.5%
Eaton Vance Municipal Bond Fund 0.5%
Value ($000) $1,418 Shares 146,593 Est. Cost $8.96 Unrealized
HON Honeywell Intl Inc Com 0.4%
Value ($000) $1,332 Shares 5,720 Est. Cost $109.32 Unrealized +82.6%
MA Mastercard 0.4%
Value ($000) $1,311 Shares 2,333 Est. Cost $456.22 Unrealized +20.9%
VONE Vanguard Russell 1000 Index ETF 0.4%
Value ($000) $1,284 Shares 4,571 Est. Cost $194.66 Unrealized
IWV iShares Trust Russell 3000 ETF 0.4%
Value ($000) $1,245 Shares 3,547 Est. Cost $326.73 Unrealized
AFL Aflac Inc Com 0.4%
Value ($000) $1,232 Shares 11,686 Est. Cost $31.82 Unrealized +225.7%
GOOG Alphabet Inc Cap Stock Cl C (Google) 0.4%
Value ($000) $1,183 Shares 6,668 Est. Cost $115.93 Unrealized +42.2%
TSLA Tesla Inc 0.4%
Value ($000) $1,124 Shares 3,538 Est. Cost $258.85 Unrealized +16.4%
GD General Dynamics Corp Com 0.4%
Value ($000) $1,120 Shares 3,839 Est. Cost $127.45 Unrealized +113.8%
VUG Vanguard Growth ETF 0.4%
Value ($000) $1,120 Shares 2,554 Est. Cost $289.33 Unrealized
MCD McDonalds Corp Com 0.4%
Value ($000) $1,101 Shares 3,769 Est. Cost $84.29 Unrealized +260.1%
Blackrock Muni Yield Quality Fund 0.4%
Value ($000) $1,095 Shares 98,527 Est. Cost $10.25 Unrealized
Invesco Van Kampen Advantage Muni Inc Tr II 0.4%
Value ($000) $1,058 Shares 126,438 Est. Cost $7.48 Unrealized
EMXC iShares Emerging Markets ex-China ETF 0.3%
Value ($000) $1,058 Shares 16,750 Est. Cost $55.41 Unrealized
NEE NextEra Energy, Inc. 0.3%
Value ($000) $1,032 Shares 14,869 Est. Cost $58.36 Unrealized +16.7%
BlackRock Municipal Income Quality Trust 0.3%
Value ($000) $1,031 Shares 97,655 Est. Cost $9.89 Unrealized
VIG Vanguard Dividend Appreciation ETF 0.3%
Value ($000) $1,022 Shares 4,995 Est. Cost $155.38 Unrealized
XMVFX BlackRock MuniVest Fund Inc 0.3%
Value ($000) $1,004 Shares 152,522 Est. Cost $6.11 Unrealized
CVX Chevron Corporation 0.3%
Value ($000) $987 Shares 6,892 Est. Cost $77.50 Unrealized +76.8%
IBM Intl Business Machines Corp Com 0.3%
Value ($000) $977 Shares 3,313 Est. Cost $121.92 Unrealized +108.2%
ABT Abbott Laboratories Com 0.3%
Value ($000) $945 Shares 6,945 Est. Cost $46.59 Unrealized +180.3%
PEP Pepsico Inc Com 0.3%
Value ($000) $939 Shares 7,114 Est. Cost $75.96 Unrealized +72.5%
STRV Strive 500 ETF 0.3%
Value ($000) $921 Shares 23,000 Est. Cost $27.40 Unrealized
VONV Vanguard Russell 1000 Value Index ETF 0.3%
Value ($000) $903 Shares 10,596 Est. Cost $67.83 Unrealized
QCOM Qualcomm Inc Com 0.3%
Value ($000) $894 Shares 5,615 Est. Cost $106.40 Unrealized +36.3%
AXP American Express Co Com 0.3%
Value ($000) $876 Shares 2,745 Est. Cost $95.39 Unrealized +192.9%
DVY iShares DJ Select Dividend Index Fd 0.3%
Value ($000) $856 Shares 6,449 Est. Cost $127.79 Unrealized
LQD iShares IBoxx Invest Grade Corp Bond 0.3%
Value ($000) $841 Shares 7,677 Est. Cost $102.02 Unrealized
ILF iShares TR S&P Latin Amer 40 Index ETF 0.3%
Value ($000) $833 Shares 31,800 Est. Cost $29.06 Unrealized
EWZS iShares MSCI Brazil Small-Cap ETF 0.3%
Value ($000) $829 Shares 62,500 Est. Cost $15.06 Unrealized
IJR iShares Core S&P Small-Cap ETF 0.3%
Value ($000) $826 Shares 7,554 Est. Cost $95.20 Unrealized
PANW Palo Alto Networks Inc Com 0.3%
Value ($000) $817 Shares 3,991 Est. Cost $183.35 Unrealized +1.3%
OEF iShares S&P 100 ETF 0.3%
Value ($000) $782 Shares 2,569 Est. Cost $200.64 Unrealized
EWZ iShares MSCI Brazil ETF 0.3%
Value ($000) $765 Shares 26,500 Est. Cost $34.96 Unrealized
AVGO Broadcom Inc Com 0.2%
Value ($000) $744 Shares 2,700 Est. Cost $174.56 Unrealized +23.7%
BRK/A Berkshire Hathaway Inc Del Cl A 0.2%
Value ($000) $729 Shares 1 Est. Cost $663906.25 Unrealized +14.7%
MCHP Microchip Technology Inc 0.2%
Value ($000) $701 Shares 9,959 Est. Cost $56.43 Unrealized -4.5%
Western Asset Managed Municipal 0.2%
Value ($000) $672 Shares 67,913 Est. Cost $10.18 Unrealized
ICE Intercontinental Exchange Inc 0.2%
Value ($000) $655 Shares 3,571 Est. Cost $77.01 Unrealized +121.4%
VTV Vanguard Value ETF 0.2%
Value ($000) $636 Shares 3,601 Est. Cost $139.03 Unrealized
NKE Nike Inc Class B Com 0.2%
Value ($000) $623 Shares 8,774 Est. Cost $50.46 Unrealized +17.1%
GLDM SPDR Gold MiniShares Trust ETF 0.2%
Value ($000) $622 Shares 9,500 Est. Cost $52.02 Unrealized
IJH iShares S&P Mid-Cap ETF 0.2%
Value ($000) $621 Shares 10,018 Est. Cost $95.25 Unrealized
VT Vanguard Total World Stock Index ETF 0.2%
Value ($000) $607 Shares 4,721 Est. Cost $106.56 Unrealized
HBNC Horizon Bancorp Inc 0.2%
Value ($000) $595 Shares 38,700 Est. Cost $20.46 Unrealized -28.2%
GWW Grainger W W Inc Com 0.2%
Value ($000) $583 Shares 560 Est. Cost $394.35 Unrealized +162.0%
DE Deere & CO 0.2%
Value ($000) $581 Shares 1,143 Est. Cost $283.72 Unrealized +70.8%
AMGN Amgen Inc Com 0.2%
Value ($000) $577 Shares 2,065 Est. Cost $118.95 Unrealized +133.5%
SYY Sysco Corp Com 0.2%
Value ($000) $566 Shares 7,468 Est. Cost $33.13 Unrealized +114.6%
DIS Disney CO Com 0.2%
Value ($000) $562 Shares 4,530 Est. Cost $65.49 Unrealized +57.0%
BMY Bristol Myers Squibb CO Com 0.2%
Value ($000) $559 Shares 12,085 Est. Cost $38.40 Unrealized +22.9%
CSX CSX Corp Com 0.2%
Value ($000) $530 Shares 16,254 Est. Cost $25.48 Unrealized +16.9%
AEP American Electric Power Co Inc Com 0.2%
Value ($000) $524 Shares 5,051 Est. Cost $50.81 Unrealized +100.7%
VWO Vanguard FTSE Emerging Markets ETF 0.2%
Value ($000) $505 Shares 10,204 Est. Cost $42.76 Unrealized
COP ConocoPhillips Inc Com 0.2%
Value ($000) $501 Shares 5,578 Est. Cost $100.65 Unrealized -12.5%
GVI iShares Intermediate Gov/Cr ETF 0.2%
Value ($000) $497 Shares 4,652 Est. Cost $101.33 Unrealized
SDY SPDR S&P Dividend ETF 0.2%
Value ($000) $493 Shares 3,629 Est. Cost $115.87 Unrealized
VO Vanguard Mid Cap ETF 0.2%
Value ($000) $489 Shares 1,747 Est. Cost $240.67 Unrealized
HD Home Depot Inc Com 0.2%
Value ($000) $467 Shares 1,273 Est. Cost $96.55 Unrealized +268.6%
WFC Wells Fargo & Co New Com 0.2%
Value ($000) $463 Shares 5,780 Est. Cost $40.19 Unrealized +77.0%
PRU Prudential Financial Com 0.2%
Value ($000) $461 Shares 4,292 Est. Cost $45.22 Unrealized +121.7%
APD Air Products & Chemicals Inc Com 0.2%
Value ($000) $458 Shares 1,622 Est. Cost $107.20 Unrealized +150.1%
SLV iShares Silver Trust 0.1%
Value ($000) $449 Shares 13,670 Est. Cost $26.15 Unrealized
VNQ Vanguard REIT Index ETF 0.1%
Value ($000) $444 Shares 4,990 Est. Cost $88.89 Unrealized
RSP Invesco S&P 500 Eql Wgt ETF 0.1%
Value ($000) $436 Shares 2,401 Est. Cost $143.02 Unrealized
CSCO Cisco Systems Com 0.1%
Value ($000) $434 Shares 6,253 Est. Cost $24.11 Unrealized +150.4%
IAU iShares Gold Trust 0.1%
Value ($000) $429 Shares 6,885 Est. Cost $34.99 Unrealized
MET MetLife Inc Com 0.1%
Value ($000) $424 Shares 5,274 Est. Cost $31.20 Unrealized +143.1%
ITW Illinois Tool Works Inc Com 0.1%
Value ($000) $422 Shares 1,706 Est. Cost $94.02 Unrealized +152.2%
MRK Merck & Co Inc 0.1%
Value ($000) $420 Shares 5,311 Est. Cost $53.60 Unrealized +44.4%
GLD MFC SPDR Gold Trust 0.1%
Value ($000) $420 Shares 1,378 Est. Cost $187.05 Unrealized
EQR Equity Residential Pptys Tr Com 0.1%
Value ($000) $414 Shares 6,134 Est. Cost $32.18 Unrealized +107.1%
BIV Vanguard Intmd Term Bond ETF 0.1%
Value ($000) $410 Shares 5,300 Est. Cost $78.37 Unrealized
PFE Pfizer Inc Com 0.1%
Value ($000) $404 Shares 16,661 Est. Cost $28.88 Unrealized -22.6%
PLTR Palantir Technologies Inc Cl A 0.1%
Value ($000) $394 Shares 2,890 Est. Cost $92.23 Unrealized +27.2%
UNP Union Pacific Corp 0.1%
Value ($000) $391 Shares 1,700 Est. Cost $219.01 Unrealized -0.2%
EEM iShares MSCI Emerging Markets Index 0.1%
Value ($000) $389 Shares 8,056 Est. Cost $37.95 Unrealized
MDT Medtronic PLC 0.1%
Value ($000) $387 Shares 4,440 Est. Cost $63.59 Unrealized +31.3%
VDE Vanguard Energy ETF 0.1%
Value ($000) $381 Shares 3,200 Est. Cost $121.31 Unrealized
ITOT iShares Core S&P Total U S Stock Mkt ETF 0.1%
Value ($000) $372 Shares 2,758 Est. Cost $124.76 Unrealized
MSTB LHA Market State Tactical Beta ETF 0.1%
Value ($000) $372 Shares 10,000 Est. Cost $26.15 Unrealized
ADI Analog Devices Inc Com 0.1%
Value ($000) $371 Shares 1,560 Est. Cost $158.10 Unrealized +30.3%
BAC Bank of America Corp Com 0.1%
Value ($000) $371 Shares 7,836 Est. Cost $33.25 Unrealized +24.6%
IJK iShares S&P MidCap 400 Growth Index 0.1%
Value ($000) $370 Shares 4,067 Est. Cost $84.47 Unrealized
VV Vanguard Index Funds Large Cap ETF 0.1%
Value ($000) $365 Shares 1,278 Est. Cost $195.69 Unrealized
NSC Norfolk Southern Corp Com 0.1%
Value ($000) $361 Shares 1,412 Est. Cost $206.61 Unrealized +12.8%
EMR Emerson Elec CO Com 0.1%
Value ($000) $347 Shares 2,604 Est. Cost $70.92 Unrealized +60.1%
BNDX Vanguard Total International Bond ETF 0.1%
Value ($000) $347 Shares 7,000 Est. Cost $50.28 Unrealized
ISRG Intuitive Surgical Inc New 0.1%
Value ($000) $340 Shares 625 Est. Cost $372.19 Unrealized +40.5%
PRF Invesco RAFI US 1000 ETF 0.1%
Value ($000) $338 Shares 7,995 Est. Cost $31.82 Unrealized
DUK Duke Energy Corp New Com 0.1%
Value ($000) $337 Shares 2,853 Est. Cost $83.18 Unrealized +38.8%
RTX RTX Corporation 0.1%
Value ($000) $328 Shares 2,248 Est. Cost $83.34 Unrealized +58.1%
WSM Williams-Sonoma Inc. 0.1%
Value ($000) $327 Shares 2,000 Est. Cost $103.46 Unrealized +50.5%
SBUX Starbucks Corp Com 0.1%
Value ($000) $321 Shares 3,501 Est. Cost $78.42 Unrealized +8.6%
GE GE Aerospace Com 0.1%
Value ($000) $311 Shares 1,209 Est. Cost $88.66 Unrealized +146.5%
IUSG iShares Core S&P US Growth ETF 0.1%
Value ($000) $306 Shares 2,033 Est. Cost $127.48 Unrealized
KO Coca Cola Corp Com 0.1%
Value ($000) $301 Shares 4,248 Est. Cost $35.04 Unrealized +99.2%
JCI Johnson Controls Inc. 0.1%
Value ($000) $297 Shares 2,810 Est. Cost $82.64 Unrealized +11.0%
LIN Linde Plc 0.1%
Value ($000) $289 Shares 615 Est. Cost $428.15 Unrealized +5.6%
CMG Chipotle Mexican Grill Inc 0.1%
Value ($000) $287 Shares 5,110 Est. Cost $58.48 Unrealized -13.0%
VB Vanguard Small Cap ETF 0.1%
Value ($000) $277 Shares 1,170 Est. Cost $189.07 Unrealized
T AT&T Inc Com 0.1%
Value ($000) $271 Shares 9,353 Est. Cost $15.07 Unrealized +78.9%
LMT Lockheed Martin Corp Com 0.1%
Value ($000) $270 Shares 582 Est. Cost $248.16 Unrealized +85.0%
GS Goldman Sachs Group Com 0.1%
Value ($000) $262 Shares 370 Est. Cost $317.38 Unrealized +80.1%
JSTC Adasina Social Justice All Cap Global ETF 0.1%
Value ($000) $257 Shares 13,000 Est. Cost $15.38 Unrealized
VTWG Vanguard Russell 2000 Growth Index ETF 0.1%
Value ($000) $252 Shares 1,208 Est. Cost $163.10 Unrealized
BA Boeing Co Com 0.1%
Value ($000) $251 Shares 1,200 Est. Cost $134.61 Unrealized +40.3%
BX Blackstone Inc 0.1%
Value ($000) $249 Shares 1,668 Est. Cost $118.05 Unrealized +14.4%
XLK Technology Select Sector SPDR 0.1%
Value ($000) $249 Shares 984 Est. Cost $153.83 Unrealized
UNH Unitedhealth Group Inc Com 0.1%
Value ($000) $249 Shares 797 Est. Cost $437.78 Unrealized -14.4%
VZ Verizon Communications Com 0.1%
Value ($000) $243 Shares 5,613 Est. Cost $30.84 Unrealized +35.6%
XLE Energy Select Sector SPDR 0.1%
Value ($000) $241 Shares 2,843 Est. Cost $90.02 Unrealized
ELV Elevance Health Inc 0.1%
Value ($000) $241 Shares 619 Est. Cost $274.36 Unrealized +44.6%
EPD Enterprise Products Partners LP 0.1%
Value ($000) $239 Shares 7,694 Est. Cost $28.15 Unrealized
VYM Vanguard High Dividend Yield ETF 0.1%
Value ($000) $236 Shares 1,769 Est. Cost $113.75 Unrealized
CRM Salesforce Inc 0.1%
Value ($000) $234 Shares 858 Est. Cost $179.25 Unrealized +48.4%
VTWV Vanguard Russell 2000 Value Index ETF 0.1%
Value ($000) $232 Shares 1,670 Est. Cost $119.39 Unrealized
PSX Phillips 66 0.1%
Value ($000) $232 Shares 1,945 Est. Cost $138.56 Unrealized -21.0%
SO Southern CO Com 0.1%
Value ($000) $232 Shares 2,525 Est. Cost $68.43 Unrealized +28.6%
SPHQ Invesco S&P 500 Quality ETF 0.1%
Value ($000) $229 Shares 3,209 Est. Cost $50.04 Unrealized
BND Vanguard Total Bond Market ETF 0.1%
Value ($000) $221 Shares 3,003 Est. Cost $73.44 Unrealized
HDV IShares Core High Dividend ETF 0.1%
Value ($000) $216 Shares 1,841 Est. Cost $102.47 Unrealized
TIP iShares Tr US Treas Inflation Protected 0.1%
Value ($000) $215 Shares 1,958 Est. Cost $103.72 Unrealized
ET Energy Transfer LP 0.1%
Value ($000) $214 Shares 11,796 Est. Cost $9.86 Unrealized
NI Nisource Inc Com 0.1%
Value ($000) $211 Shares 5,237 Est. Cost $25.10 Unrealized +53.8%
NUE Nucor Corp Com 0.1%
Value ($000) $208 Shares 1,608 Est. Cost $119.11 Unrealized -3.0%
PAYX Paychex Inc Com 0.1%
Value ($000) $199 Shares 1,366 Est. Cost $112.19 Unrealized +31.5%
MS Morgan Stanley Com 0.1%
Value ($000) $196 Shares 1,394 Est. Cost $82.04 Unrealized +47.4%
BEN Franklin Res Inc Com 0.1%
Value ($000) $194 Shares 8,119 Est. Cost $20.94 Unrealized -5.5%
OKE ONEOK, Inc. 0.1%
Value ($000) $191 Shares 2,334 Est. Cost $73.92 Unrealized +9.1%
DIA SPDR Dow Jones Industrial Average 0.1%
Value ($000) $186 Shares 421 Est. Cost $334.95 Unrealized
ZBH Zimmer Biomet Hldgs Inc Com 0.1%
Value ($000) $182 Shares 1,999 Est. Cost $114.24 Unrealized -16.0%
USB US Bancorp Com 0.1%
Value ($000) $182 Shares 4,024 Est. Cost $32.88 Unrealized +24.0%
TGT Target Corp Com 0.1%
Value ($000) $181 Shares 1,838 Est. Cost $63.70 Unrealized +46.5%
FDX Fedex Corp Com 0.1%
Value ($000) $181 Shares 796 Est. Cost $92.07 Unrealized +133.8%
AGG iShares Barclays Aggregate Bond 0.1%
Value ($000) $181 Shares 1,822 Est. Cost $96.34 Unrealized
DHR Danaher Corp Com 0.1%
Value ($000) $180 Shares 912 Est. Cost $231.21 Unrealized -16.5%
LHX L3Harris Technologies Inc 0.1%
Value ($000) $179 Shares 715 Est. Cost $175.00 Unrealized +29.7%
MO Altria Group Inc Com 0.1%
Value ($000) $179 Shares 3,050 Est. Cost $33.97 Unrealized +64.7%
YUM Yum! Brands Inc 0.1%
Value ($000) $176 Shares 1,190 Est. Cost $125.57 Unrealized +14.8%
IGIB iShares Intermediate-Term Corp Bond ETF 0.1%
Value ($000) $174 Shares 3,270 Est. Cost $48.65 Unrealized
UPS United Parcel Svc Inc Cl B Com 0.1%
Value ($000) $174 Shares 1,720 Est. Cost $67.32 Unrealized +39.8%
KMB Kimberly Clark Corp Com 0.1%
Value ($000) $172 Shares 1,338 Est. Cost $112.73 Unrealized +16.9%
ADP Automatic Data Processing Inc Com 0.1%
Value ($000) $171 Shares 554 Est. Cost $246.45 Unrealized +22.7%
F Ford Mtr Co Com 0.1%
Value ($000) $165 Shares 15,213 Est. Cost $6.14 Unrealized +60.7%
VEA Vanguard FTSE Developed Markets ETF 0.1%
Value ($000) $165 Shares 2,890 Est. Cost $44.36 Unrealized
AMAT Applied Materials Inc Com 0.1%
Value ($000) $164 Shares 894 Est. Cost $151.93 Unrealized +3.6%
BEP MLP Brookfield Renewable Energy Partner 0.1%
Value ($000) $164 Shares 6,410 Est. Cost $21.74 Unrealized
COIN Coinbase Global Inc Cl A 0.1%
Value ($000) $163 Shares 465 Est. Cost $84.28 Unrealized +177.4%
IVW iShares S&P 500 Growth Index Fund 0.1%
Value ($000) $160 Shares 1,453 Est. Cost $71.34 Unrealized
LH Labcorp Holdings Inc 0.1%
Value ($000) $160 Shares 609 Est. Cost $216.29 Unrealized +11.8%
TSM Taiwan Semiconductor Mfg Co ADR 0.1%
Value ($000) $156 Shares 688 Est. Cost $160.64 Unrealized
PM Philip Morris International 0.0%
Value ($000) $151 Shares 827 Est. Cost $87.26 Unrealized +91.8%
WTTR Select Water Solutions Inc Cl A 0.0%
Value ($000) $150 Shares 17,316 Est. Cost $10.70 Unrealized
SPYM SPDR Portfolio S&P 500 ETF 0.0%
Value ($000) $145 Shares 2,000 Est. Cost $50.26 Unrealized
SPYV SPDR Portfolio S&P 500 Value ETF 0.0%
Value ($000) $145 Shares 2,774 Est. Cost $41.26 Unrealized
THO Thor Industries Inc 0.0%
Value ($000) $144 Shares 1,623 Est. Cost $99.20 Unrealized -21.6%
CI Cigna Corp New 0.0%
Value ($000) $144 Shares 435 Est. Cost $279.74 Unrealized +13.6%
MMM 3M Corp Com 0.0%
Value ($000) $143 Shares 940 Est. Cost $72.96 Unrealized +93.6%
IUSB iShares Core Total USD Bond Market ETF 0.0%
Value ($000) $142 Shares 3,071 Est. Cost $43.72 Unrealized
INTU Intuit Corp 0.0%
Value ($000) $142 Shares 180 Est. Cost $498.82 Unrealized +35.2%
TRV Travelers Cos Inc Com St 0.0%
Value ($000) $136 Shares 507 Est. Cost $159.78 Unrealized +63.2%
SCHH Schwab US REIT ETF 0.0%
Value ($000) $131 Shares 6,203 Est. Cost $17.75 Unrealized
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $127 Shares 1,525 Est. Cost $65.88 Unrealized
CTSH Cognizant Technology Solutions Corp 0.0%
Value ($000) $126 Shares 1,613 Est. Cost $60.20 Unrealized +25.9%
HPQ HP Inc Com. 0.0%
Value ($000) $124 Shares 5,063 Est. Cost $27.96 Unrealized -11.6%
PYPL PayPal Holdings Inc Com 0.0%
Value ($000) $121 Shares 1,625 Est. Cost $65.03 Unrealized +5.1%
GIS General Mills Inc Com 0.0%
Value ($000) $118 Shares 2,282 Est. Cost $67.86 Unrealized -20.7%
VEU Vanguard FTSE All-World Ex 0.0%
Value ($000) $117 Shares 1,743 Est. Cost $51.87 Unrealized
SCHW Schwab Charles Corp Com 0.0%
Value ($000) $116 Shares 1,275 Est. Cost $62.47 Unrealized +33.1%
MDLZ Mondelez International Inc 0.0%
Value ($000) $115 Shares 1,702 Est. Cost $67.12 Unrealized -3.0%
PWR Quanta Services Inc Com 0.0%
Value ($000) $113 Shares 300 Est. Cost $199.88 Unrealized +60.5%
ADBE Adobe Systems Inc Com 0.0%
Value ($000) $112 Shares 290 Est. Cost $412.37 Unrealized -6.6%
CME CME Group, Inc. 0.0%
Value ($000) $112 Shares 406 Est. Cost $180.89 Unrealized +48.4%
O Realty Income Corporation Com 0.0%
Value ($000) $111 Shares 1,933 Est. Cost $50.15 Unrealized +8.6%
NFLX Netflix Inc 0.0%
Value ($000) $110 Shares 82 Est. Cost $63.22 Unrealized +78.8%
EES WisdomTree US SmallCap Earnings ETF 0.0%
Value ($000) $109 Shares 2,143 Est. Cost $43.27 Unrealized
CL Colgate Palmolive Co Com 0.0%
Value ($000) $108 Shares 1,185 Est. Cost $69.73 Unrealized +29.1%
SHEL Shell PLC ADR 0.0%
Value ($000) $107 Shares 1,521 Est. Cost $66.37 Unrealized
GEV GE Vernova LLC Com 0.0%
Value ($000) $106 Shares 200 Est. Cost $158.10 Unrealized +163.1%
CHD Church & Dwight Inc 0.0%
Value ($000) $106 Shares 1,100 Est. Cost $97.40 Unrealized +0.4%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $105 Shares 743 Est. Cost $147.49 Unrealized -26.2%
MCHI iShares MSCI China ETF 0.0%
Value ($000) $105 Shares 1,900 Est. Cost $43.29 Unrealized
RMD Resmed Inc 0.0%
Value ($000) $103 Shares 400 Est. Cost $220.76 Unrealized +7.5%
TXN Texas Instruments Inc Com 0.0%
Value ($000) $103 Shares 497 Est. Cost $159.49 Unrealized +9.3%
HPE Hewlett Packard Enterprise Co. 0.0%
Value ($000) $102 Shares 5,000 Est. Cost $16.09 Unrealized +2.4%
CMCSA Comcast Corp New Cl A Com 0.0%
Value ($000) $101 Shares 2,825 Est. Cost $39.86 Unrealized -14.9%
SCHF Schwab International Equity ETF 0.0%
Value ($000) $98 Shares 4,441 Est. Cost $19.78 Unrealized
ENB Enbridge Inc Com 0.0%
Value ($000) $97 Shares 2,142 Est. Cost $33.28 Unrealized +31.5%
PRFZ Invesco RAFI US 1500 Small-Mid ETF 0.0%
Value ($000) $97 Shares 2,380 Est. Cost $32.99 Unrealized
IBIT iShares Bitcoin Trust ETF 0.0%
Value ($000) $97 Shares 1,580 Est. Cost $35.19 Unrealized
ADM Archer Daniels Midland Co Com 0.0%
Value ($000) $95 Shares 1,804 Est. Cost $62.54 Unrealized -23.9%
KMI Kinder Morgan Inc Del Com 0.0%
Value ($000) $94 Shares 3,200 Est. Cost $17.73 Unrealized +51.0%
FITB Fifth Third Bancorp Com 0.0%
Value ($000) $94 Shares 2,276 Est. Cost $24.49 Unrealized +49.3%
ARKB Ark 21Shares Bitcoin ETF 0.0%
Value ($000) $93 Shares 2,610 Est. Cost $44.45 Unrealized
MDY SPDR S&P MidCap 400 ETF 0.0%
Value ($000) $93 Shares 164 Est. Cost $456.64 Unrealized
FCX Freeport-McMoran Inc 0.0%
Value ($000) $92 Shares 2,130 Est. Cost $40.72 Unrealized -7.4%
CB Chubb Limited 0.0%
Value ($000) $91 Shares 313 Est. Cost $198.64 Unrealized +44.5%
SNY SANOFI Sponsored ADR 0.0%
Value ($000) $89 Shares 1,848 Est. Cost $49.91 Unrealized
XLF Financial Select Sector SPDR 0.0%
Value ($000) $86 Shares 1,649 Est. Cost $35.22 Unrealized
XLI Industrial Select Sector SPDR 0.0%
Value ($000) $85 Shares 575 Est. Cost $101.38 Unrealized
VOT Vanguard Mid-Cap Growth Index ETF 0.0%
Value ($000) $83 Shares 293 Est. Cost $243.47 Unrealized
WMB Williams Company Inc 0.0%
Value ($000) $83 Shares 1,322 Est. Cost $36.68 Unrealized +57.2%
EFG iShares MSCI EAFE Growth ETF 0.0%
Value ($000) $80 Shares 711 Est. Cost $88.72 Unrealized
SCZ iShares Tr MSCI EAFE Small Cap 0.0%
Value ($000) $79 Shares 1,089 Est. Cost $57.20 Unrealized
TT Trane Technologies PLC Class A 0.0%
Value ($000) $78 Shares 179 Est. Cost $267.07 Unrealized +47.1%
GEL Genesis Energy LP 0.0%
Value ($000) $78 Shares 4,500 Est. Cost $10.32 Unrealized
MAS Masco Corp Com 0.0%
Value ($000) $77 Shares 1,200 Est. Cost $55.30 Unrealized +12.5%
SPGI S&P Global Inc 0.0%
Value ($000) $76 Shares 145 Est. Cost $394.38 Unrealized +25.9%
CLH Clean Harbors Inc 0.0%
Value ($000) $76 Shares 330 Est. Cost $168.59 Unrealized +29.9%
XLV Health Care Select Sector SPDR 0.0%
Value ($000) $75 Shares 558 Est. Cost $129.37 Unrealized
IJJ iShares S&P Midcap 400/Value Fund 0.0%
Value ($000) $74 Shares 600 Est. Cost $100.93 Unrealized
AHR American Healthcare Reit Inc common stock 0.0%
Value ($000) $74 Shares 2,012 Est. Cost $28.42 Unrealized
STM STMicroelectronics NV ADR 0.0%
Value ($000) $70 Shares 2,287 Est. Cost $42.87 Unrealized
EXC Exelon Corp Com 0.0%
Value ($000) $69 Shares 1,599 Est. Cost $37.24 Unrealized +17.0%
GILD Gilead Sciences Inc 0.0%
Value ($000) $68 Shares 610 Est. Cost $73.07 Unrealized +42.9%
IEMG iShares Core MSCI Emerging Mkts ETF 0.0%
Value ($000) $67 Shares 1,124 Est. Cost $47.59 Unrealized
VIOG Vanguard S&P Small Cap 600 Growth ETF 0.0%
Value ($000) $67 Shares 586 Est. Cost $119.78 Unrealized
OTIS Otis Worldwide Corp 0.0%
Value ($000) $67 Shares 676 Est. Cost $88.97 Unrealized +7.3%
MFC Manulife Financial Corp Com 0.0%
Value ($000) $66 Shares 2,078 Est. Cost $20.01 Unrealized +54.0%
MU Micron Technology Inc 0.0%
Value ($000) $66 Shares 537 Est. Cost $100.92 Unrealized -7.6%
DRI Darden Restaurants Inc 0.0%
Value ($000) $65 Shares 300 Est. Cost $147.14 Unrealized +38.8%
ECL Ecolab Inc Com 0.0%
Value ($000) $64 Shares 239 Est. Cost $187.21 Unrealized +34.8%
INTC Intel Corp Com 0.0%
Value ($000) $64 Shares 2,857 Est. Cost $25.10 Unrealized -17.5%
EW Edwards Lifesciences Corp Com 0.0%
Value ($000) $64 Shares 815 Est. Cost $80.36 Unrealized -7.2%
VTWO Vanguard Russell 2000 Index ETF 0.0%
Value ($000) $63 Shares 720 Est. Cost $71.44 Unrealized
SPG Simon Property Group Inc Com 0.0%
Value ($000) $63 Shares 390 Est. Cost $139.48 Unrealized +9.5%
EFV iShares MSCI EAFE Value ETF 0.0%
Value ($000) $62 Shares 982 Est. Cost $49.88 Unrealized
CARR Carrier Global Corporation 0.0%
Value ($000) $62 Shares 847 Est. Cost $57.29 Unrealized +17.5%
RELX Relx PLC ADR 0.0%
Value ($000) $61 Shares 1,126 Est. Cost $45.87 Unrealized
BP BP PLC Sponsored ADR 0.0%
Value ($000) $61 Shares 2,034 Est. Cost $37.79 Unrealized
MSTR MicroStrategy Inc Class A 0.0%
Value ($000) $61 Shares 150 Est. Cost $142.97 Unrealized +154.8%
EWJ iShares MSCI Japan ETF 0.0%
Value ($000) $60 Shares 800 Est. Cost $60.29 Unrealized
LII Lennox Intl Inc 0.0%
Value ($000) $57 Shares 100 Est. Cost $352.69 Unrealized +57.3%
RSG Republic Svcs Inc 0.0%
Value ($000) $57 Shares 230 Est. Cost $185.14 Unrealized +32.4%
BEPC Brookfield Renewable Corp Cl A Ex Sub Vtg 0.0%
Value ($000) $56 Shares 1,711 Est. Cost $28.96 Unrealized -2.0%
ACN Accenture PLC Cl A 0.0%
Value ($000) $55 Shares 185 Est. Cost $344.50 Unrealized -12.1%
VONG Vanguard Russell 1000 Growth Index Fd 0.0%
Value ($000) $55 Shares 500 Est. Cost $68.44 Unrealized
XLY Consumer Discretionary SPDR 0.0%
Value ($000) $54 Shares 250 Est. Cost $160.98 Unrealized
FEX First Trust Large Cap Core AlphaDEX ETF 0.0%
Value ($000) $54 Shares 490 Est. Cost $99.24 Unrealized
IWP iShares Russell Mid-Cap Growth Index 0.0%
Value ($000) $53 Shares 383 Est. Cost $91.35 Unrealized
VLO Valero Energy Com 0.0%
Value ($000) $53 Shares 392 Est. Cost $125.56 Unrealized -2.6%
PCAR Paccar Inc Com 0.0%
Value ($000) $53 Shares 554 Est. Cost $95.46 Unrealized -5.2%
NOW ServiceNow, Inc. 0.0%
Value ($000) $52 Shares 51 Est. Cost $173.36 Unrealized +8.8%
GOVT iShares US Treasury Bond ETF 0.0%
Value ($000) $52 Shares 2,264 Est. Cost $22.36 Unrealized
GSLC Goldman Sachs ActiveBeta US LgCp Eq ETF 0.0%
Value ($000) $51 Shares 417 Est. Cost $84.23 Unrealized
EOG EOG Resources Inc Com 0.0%
Value ($000) $50 Shares 417 Est. Cost $119.25 Unrealized -6.0%
CVS CVS Health Corp Com 0.0%
Value ($000) $49 Shares 706 Est. Cost $47.97 Unrealized +33.8%
VBR Vanguard Small Cap Value ETF 0.0%
Value ($000) $48 Shares 245 Est. Cost $164.10 Unrealized
NEAR iShares Short Maturity Bond ETF 0.0%
Value ($000) $48 Shares 934 Est. Cost $49.89 Unrealized
AZN Astrazeneca PLC ADR 0.0%
Value ($000) $48 Shares 681 Est. Cost $77.99 Unrealized
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $46 Shares 1,747 Est. Cost $50.42 Unrealized
IWS iShares Russell Mid-Cap Value Index 0.0%
Value ($000) $46 Shares 350 Est. Cost $104.34 Unrealized
FELE Franklin Electric Co Inc 0.0%
Value ($000) $45 Shares 500 Est. Cost $94.15 Unrealized -7.8%
OXY Occidental Petroleum 0.0%
Value ($000) $45 Shares 1,065 Est. Cost $58.18 Unrealized -29.3%
DD Dupont De Nemours Inc 0.0%
Value ($000) $38 Shares 550 Est. Cost $29.71 Unrealized -8.1%
CCJ Cameco Corporation 0.0%
Value ($000) $37 Shares 500 Est. Cost $35.17 Unrealized +51.4%
EWC iShares Inc MSCI CDA Index Fd 0.0%
Value ($000) $37 Shares 800 Est. Cost $33.46 Unrealized
ERTH Invesco Cleantech ETF 0.0%
Value ($000) $37 Shares 870 Est. Cost $44.28 Unrealized
IXUS ishares Core MSCI Total Intl Stock ETF 0.0%
Value ($000) $37 Shares 475 Est. Cost $77.31 Unrealized
ALC Alcon Inc 0.0%
Value ($000) $37 Shares 414 Est. Cost $79.81 Unrealized +12.2%
SPSB SPDR Portfolio Short Term Corp Bond ETF 0.0%
Value ($000) $37 Shares 1,210 Est. Cost $29.32 Unrealized
IDXX IDEXX Laboratories Inc 0.0%
Value ($000) $36 Shares 67 Est. Cost $482.96 Unrealized -1.0%
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
KIDS OrthoPediatrics Corp. 0.0%
Value ($000) $35 Shares 1,616 Est. Cost $30.62 Unrealized -29.4%
APH Amphenol Corp New Cl A 0.0%
Value ($000) $35 Shares 350 Est. Cost $81.39 Unrealized 0.0%
FRME First Merchants Corp Com 0.0%
Value ($000) $35 Shares 902 Est. Cost $27.26 Unrealized +32.4%
NVO Novo-Nordisk AS ADR 0.0%
Value ($000) $34 Shares 491 Est. Cost $142.74 Unrealized
COKE Coca Cola Bottling Co 0.0%
Value ($000) $33 Shares 300 Est. Cost $114.42 Unrealized +4.9%
MRSH Marsh & McLennan CO Inc Com 0.0%
Value ($000) $33 Shares 151 Est. Cost $198.03 Unrealized +12.7%
Walgreens Boots Alliance Inc Com 0.0%
Value ($000) $33 Shares 2,850 Est. Cost $22.24 Unrealized
DRLL Strive U S Energy ETF 0.0%
Value ($000) $31 Shares 1,140 Est. Cost $30.08 Unrealized
IEF iShares Barclays 7-10 year Treas Bond Fund 0.0%
Value ($000) $30 Shares 318 Est. Cost $93.95 Unrealized
MTZ MasTec Inc 0.0%
Value ($000) $30 Shares 175 Est. Cost $134.07 Unrealized +7.4%
C Citigroup Inc Com New 0.0%
Value ($000) $29 Shares 340 Est. Cost $40.46 Unrealized +76.0%
HSY Hershey Foods Corp Com 0.0%
Value ($000) $27 Shares 165 Est. Cost $205.43 Unrealized -21.3%
EZU iShares MSCI Eurozone ETF 0.0%
Value ($000) $27 Shares 458 Est. Cost $53.25 Unrealized
IGM iShares Expanded Tech Sector ETF 0.0%
Value ($000) $27 Shares 237 Est. Cost $95.94 Unrealized
HAL Halliburton Co Com 0.0%
Value ($000) $26 Shares 1,300 Est. Cost $36.99 Unrealized -44.4%
DLR Digital Realty Trust, Inc. 0.0%
Value ($000) $26 Shares 150 Est. Cost $146.88 Unrealized +9.1%
DGRW WisdomTree US Quality Div Growth ETF 0.0%
Value ($000) $26 Shares 310 Est. Cost $82.60 Unrealized
MCK McKesson Corp 0.0%
Value ($000) $26 Shares 35 Est. Cost $557.26 Unrealized +26.3%
WAT Waters Corp Com 0.0%
Value ($000) $25 Shares 73 Est. Cost $328.72 Unrealized +4.6%
DOW Dow Inc 0.0%
Value ($000) $25 Shares 950 Est. Cost $46.98 Unrealized -40.8%
Eaton Vance Tax-Adv Global Dividend Income 0.0%
Value ($000) $25 Shares 1,200 Est. Cost $18.22 Unrealized
ALL Allstate Corp 0.0%
Value ($000) $25 Shares 124 Est. Cost $112.94 Unrealized +74.3%
LKFN Lakeland Finl Corp Common 0.0%
Value ($000) $25 Shares 400 Est. Cost $47.62 Unrealized +18.6%
CGGR Capital Group Growth ETF 0.0%
Value ($000) $24 Shares 602 Est. Cost $34.79 Unrealized
IGSB iShares 1-3 Year Credit Bond ETF 0.0%
Value ($000) $24 Shares 461 Est. Cost $52.76 Unrealized
BTCW WisdomTree Bitcoin ETF 0.0%
Value ($000) $24 Shares 207 Est. Cost $75.14 Unrealized
MRVL Marvell Technology Group Ltd 0.0%
Value ($000) $24 Shares 305 Est. Cost $61.45 Unrealized +1.3%
ITA iShares US Aerospace & Defense ETF 0.0%
Value ($000) $24 Shares 125 Est. Cost $126.60 Unrealized
QQQM Invesco Nasdaq 100 ETF 0.0%
Value ($000) $23 Shares 100 Est. Cost $200.85 Unrealized
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $22 Shares 50 Est. Cost $460.83 Unrealized 0.0%
CGDV Capital Group Dividend Value ETF 0.0%
Value ($000) $22 Shares 560 Est. Cost $33.00 Unrealized
MPC Marathon Petroleum Corp Com 0.0%
Value ($000) $22 Shares 130 Est. Cost $132.62 Unrealized +11.5%
PSTG Pure Storage Inc Class A 0.0%
Value ($000) $22 Shares 375 Est. Cost $37.08 Unrealized +34.2%
FICO Fair Isaac Corp 0.0%
Value ($000) $20 Shares 11 Est. Cost $1877.74 Unrealized 0.0%
CGGO Capital Group Gbl Growth Eqty ETF 0.0%
Value ($000) $19 Shares 605 Est. Cost $30.15 Unrealized
DAR Darling Ingredients Inc 0.0%
Value ($000) $19 Shares 500 Est. Cost $62.48 Unrealized -47.3%
BIP Brookfield Infrastructure LP 0.0%
Value ($000) $19 Shares 562 Est. Cost $29.40 Unrealized
AMT American Tower Corporation 0.0%
Value ($000) $19 Shares 85 Est. Cost $169.43 Unrealized +24.2%
CEG Constellation Energy Corp 0.0%
Value ($000) $19 Shares 58 Est. Cost $188.35 Unrealized +40.1%
SLDP Solid Power Inc 0.0%
Value ($000) $18 Shares 8,350 Est. Cost $1.58 Unrealized -11.2%
PCRX Pacira Pharmaceuticals Inc 0.0%
Value ($000) $18 Shares 760 Est. Cost $36.04 Unrealized -30.1%
IVE IShares S&P 500 Value ETF 0.0%
Value ($000) $18 Shares 92 Est. Cost $173.89 Unrealized
DWS Municipal Income Trust 0.0%
Value ($000) $18 Shares 2,028 Est. Cost $7.70 Unrealized
BDX Becton Dickinson & CO Com 0.0%
Value ($000) $18 Shares 104 Est. Cost $242.58 Unrealized -25.6%
GNRC Generac Holdings Inc 0.0%
Value ($000) $18 Shares 125 Est. Cost $148.36 Unrealized -17.8%
KD Kyndryl Hldgs Inc 0.0%
Value ($000) $18 Shares 423 Est. Cost $14.83 Unrealized +143.8%
ROK Rockwell Automation Inc 0.0%
Value ($000) $18 Shares 53 Est. Cost $278.76 Unrealized +1.2%
SOLV Solventum Corp 0.0%
Value ($000) $18 Shares 232 Est. Cost $60.70 Unrealized +16.7%
EXE Chesapeake Energy Corp 0.0%
Value ($000) $18 Shares 150 Est. Cost $77.05 Unrealized +41.6%
KEY Keycorp New Com 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $9.75 Unrealized +54.4%
IYG iShares US Financial Services ETF 0.0%
Value ($000) $17 Shares 201 Est. Cost $110.47 Unrealized
CAG Conagra Inc Com 0.0%
Value ($000) $16 Shares 800 Est. Cost $27.08 Unrealized -17.1%
STZ Constellation Brands Inc Cl A 0.0%
Value ($000) $16 Shares 100 Est. Cost $249.26 Unrealized -29.1%
SPTS SPDR Portfolio Short Term Treasury ETF 0.0%
Value ($000) $16 Shares 550 Est. Cost $29.29 Unrealized
USMV iShares Edge MSCI Min Vol USA ETF 0.0%
Value ($000) $16 Shares 170 Est. Cost $81.23 Unrealized
FTV Fortive Corp 0.0%
Value ($000) $16 Shares 301 Est. Cost $59.47 Unrealized -12.2%
ASML ASML Holding NV ADR 0.0%
Value ($000) $15 Shares 19 Est. Cost $801.37 Unrealized
FANG Diamondback Energy Inc 0.0%
Value ($000) $15 Shares 110 Est. Cost $136.16 Unrealized 0.0%
FNF Fidelity National Financial Inc 0.0%
Value ($000) $15 Shares 263 Est. Cost $45.75 Unrealized +20.1%
SNA Snap On Tools Corp Com 0.0%
Value ($000) $15 Shares 47 Est. Cost $253.68 Unrealized +23.2%
XYZ Block Inc 0.0%
Value ($000) $15 Shares 215 Est. Cost $58.18 Unrealized 0.0%
QS QuantumScape Corp 0.0%
Value ($000) $14 Shares 2,150 Est. Cost $6.16 Unrealized -31.4%
FPX First Trust US Equity Opportunities ETF 0.0%
Value ($000) $14 Shares 99 Est. Cost $110.19 Unrealized
CNC Centene Corp 0.0%
Value ($000) $14 Shares 260 Est. Cost $73.30 Unrealized -20.0%
PHG Koninklijke Phillips Electrs NV ADR 0.0%
Value ($000) $14 Shares 588 Est. Cost $25.20 Unrealized
SHY iShares Lehman 1-3 Year Treasury Bond 0.0%
Value ($000) $14 Shares 170 Est. Cost $80.97 Unrealized
TDG TransDigm Group Inc 0.0%
Value ($000) $14 Shares 9 Est. Cost $1136.24 Unrealized +15.7%
DLTR Dollar Tree Stores Inc Com 0.0%
Value ($000) $13 Shares 135 Est. Cost $136.03 Unrealized -36.5%
VBK Vanguard Small-Cap Growth ETF 0.0%
Value ($000) $13 Shares 48 Est. Cost $241.77 Unrealized
TEAM Atlassian Corp Class A 0.0%
Value ($000) $13 Shares 65 Est. Cost $208.23 Unrealized 0.0%
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) $13 Shares 128 Est. Cost $89.22 Unrealized
WY Weyerhaeuser Corp Com 0.0%
Value ($000) $13 Shares 489 Est. Cost $30.62 Unrealized -16.5%
XLB Materials Select Sector SPDR 0.0%
Value ($000) $12 Shares 138 Est. Cost $78.55 Unrealized
RCI Rogers Communications Inc Cl B Com 0.0%
Value ($000) $12 Shares 400 Est. Cost $41.95 Unrealized -37.5%
DG Dollar General Corp. 0.0%
Value ($000) $11 Shares 100 Est. Cost $141.69 Unrealized -30.8%
IYR iShares US Real Estate ETF 0.0%
Value ($000) $11 Shares 120 Est. Cost $78.14 Unrealized
CNH CNH Industrial NV 0.0%
Value ($000) $11 Shares 845 Est. Cost $12.23 Unrealized 0.0%
PRCT PROCEPT BioRobotics Corp 0.0%
Value ($000) $11 Shares 190 Est. Cost $56.54 Unrealized 0.0%
VSS Vanguard FTSE All World ex-US SmCp ETF 0.0%
Value ($000) $11 Shares 81 Est. Cost $115.02 Unrealized
RFIL RF Industries Ltd 0.0%
Value ($000) $11 Shares 1,675 Est. Cost $4.57 Unrealized -6.7%
CNI Canadian National Railway Co 0.0%
Value ($000) $11 Shares 104 Est. Cost $109.31 Unrealized -8.0%
PNC PNC Financial Services Group Com 0.0%
Value ($000) $11 Shares 58 Est. Cost $115.08 Unrealized +44.2%
TMDX TransMedics Group Inc Com 0.0%
Value ($000) $11 Shares 80 Est. Cost $109.80 Unrealized 0.0%
AMP Ameriprise Finl Inc Com 0.0%
Value ($000) $11 Shares 20 Est. Cost $526.39 Unrealized -6.9%
BABA Alibaba Group Holding Ltd ADR 0.0%
Value ($000) $11 Shares 93 Est. Cost $86.74 Unrealized
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $11 Shares 20 Est. Cost $556.12 Unrealized 0.0%
VCIT Vanguard Intermediate-Term Corp. Bond ETF 0.0%
Value ($000) $10 Shares 125 Est. Cost $77.56 Unrealized
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $10 Shares 25 Est. Cost $531.14 Unrealized -21.5%
UBER Uber Technologies Inc 0.0%
Value ($000) $10 Shares 108 Est. Cost $70.40 Unrealized +16.9%
IJT iShares S&P SmallCap 600 Growth 0.0%
Value ($000) $10 Shares 75 Est. Cost $130.73 Unrealized
VCSH Vanguard Short-Term Corporate Bond ETF 0.0%
Value ($000) $10 Shares 122 Est. Cost $75.15 Unrealized
ORLY O'Reilly Automotive Inc 0.0%
Value ($000) $9 Shares 105 Est. Cost $89.73 Unrealized +1.6%
Skechers USA Inc 0.0%
Value ($000) $9 Shares 145 Est. Cost $48.95 Unrealized
PH Parker Hannifin Corp Com 0.0%
Value ($000) $9 Shares 13 Est. Cost $493.54 Unrealized +27.3%
NVS Novartis AG Sponsored ADR 0.0%
Value ($000) $9 Shares 75 Est. Cost $101.87 Unrealized
TU TELUS Corp 0.0%
Value ($000) $9 Shares 560 Est. Cost $17.62 Unrealized -12.0%
GNTX Gentex Inc 0.0%
Value ($000) $9 Shares 400 Est. Cost $21.86 Unrealized 0.0%
WH Wyndham Hotels & Resorts Inc 0.0%
Value ($000) $9 Shares 107 Est. Cost $83.70 Unrealized 0.0%
DAC Danaos Corporation 0.0%
Value ($000) $9 Shares 100 Est. Cost $62.28 Unrealized +31.0%
COWZ Pacer US Cash Cows 100 ETF 0.0%
Value ($000) $9 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 -7.0%
LUV Southwest Airlines CO Com 0.0%
Value ($000) $8 Shares 250 Est. Cost $30.88 Unrealized -3.9%
WM Waste Management Inc 0.0%
Value ($000) $8 Shares 33 Est. Cost $156.02 Unrealized +47.2%
VLTO Veralto Corp 0.0%
Value ($000) $7 Shares 74 Est. Cost $105.00 Unrealized -8.4%
BAX Baxter International 0.0%
Value ($000) $7 Shares 234 Est. Cost $40.15 Unrealized -25.3%
COR Cencora Inc 0.0%
Value ($000) $7 Shares 23 Est. Cost $233.11 Unrealized +23.0%
MOAT VanEck Morningstar Wide Moat ETF 0.0%
Value ($000) $7 Shares 72 Est. Cost $84.88 Unrealized
CAH Cardinal Health Inc Com 0.0%
Value ($000) $7 Shares 39 Est. Cost $95.72 Unrealized +53.7%
SWKS Skyworks Solutions Inc Com 0.0%
Value ($000) $6 Shares 85 Est. Cost $65.01 Unrealized 0.0%
SAM Boston Beer Inc Cl A 0.0%
Value ($000) $6 Shares 33 Est. Cost $350.39 Unrealized -34.3%
DEO DEO PLC ADR 0.0%
Value ($000) $6 Shares 62 Est. Cost $139.25 Unrealized
TotalEnergies SE ADR 0.0%
Value ($000) $6 Shares 101 Est. Cost $54.50 Unrealized
WEN Wendys Co 0.0%
Value ($000) $6 Shares 541 Est. Cost $20.88 Unrealized -41.6%
NDAQ NASDAQ, Inc. 0.0%
Value ($000) $6 Shares 69 Est. Cost $67.05 Unrealized +18.1%
HWM Howmet Aerospace Inc 0.0%
Value ($000) $6 Shares 33 Est. Cost $153.62 Unrealized 0.0%
TFC Truist Finl Corp 0.0%
Value ($000) $6 Shares 142 Est. Cost $37.60 Unrealized +1.0%
MSI Motorola Solutions Inc 0.0%
Value ($000) $6 Shares 14 Est. Cost $468.46 Unrealized -11.4%
SIRI Sirius XM Holdings Inc 0.0%
Value ($000) $5 Shares 232 Est. Cost $21.52 Unrealized 0.0%
HUBB Hubbell Inc 0.0%
Value ($000) $5 Shares 13 Est. Cost $377.50 Unrealized -2.6%
IP International Paper Co Com 0.0%
Value ($000) $5 Shares 100 Est. Cost $30.68 Unrealized +49.9%
GNK Genco Shipping & Trading Ltd 0.0%
Value ($000) $5 Shares 350 Est. Cost $13.79 Unrealized -4.0%
AIRR First Trust RBA Amer Indst Ren ETF 0.0%
Value ($000) $4 Shares 55 Est. Cost $57.84 Unrealized
WLKP Westlake Chemical Partners LP 0.0%
Value ($000) $4 Shares 200 Est. Cost $21.75 Unrealized
NGG National Grid PLC ADR 0.0%
Value ($000) $4 Shares 58 Est. Cost $59.41 Unrealized
TLH iShares 10-20 Year Treasury Bond ETF 0.0%
Value ($000) $4 Shares 41 Est. Cost $109.34 Unrealized
NWL Newell Brands Inc Com 0.0%
Value ($000) $4 Shares 750 Est. Cost $8.83 Unrealized -42.3%
LRCX Lam Research Corp Com New 0.0%
Value ($000) $4 Shares 41 Est. Cost $74.98 Unrealized +5.2%
SCI Service Corp International Com 0.0%
Value ($000) $4 Shares 48 Est. Cost $81.80 Unrealized -4.6%
PEG Public Service Enterprise Group Inc. 0.0%
Value ($000) $4 Shares 45 Est. Cost $85.29 Unrealized -7.5%
BSV Vanguard Short-Term Bond ETF 0.0%
Value ($000) $4 Shares 48 Est. Cost $75.17 Unrealized
SWBI Smith & Wesson Brands Inc 0.0%
Value ($000) $4 Shares 424 Est. Cost $9.47 Unrealized 0.0%
DOV Dover Corp Com 0.0%
Value ($000) $4 Shares 20 Est. Cost $193.06 Unrealized -10.5%
CLX Clorox CO Com 0.0%
Value ($000) $4 Shares 30 Est. Cost $139.91 Unrealized -6.8%
CALF Pacer US Small Cap Cash Cows 100 ETF 0.0%
Value ($000) $4 Shares 90 Est. Cost $48.03 Unrealized
EXR Extra Space Storage Inc 0.0%
Value ($000) $3 Shares 22 Est. Cost $158.46 Unrealized -11.1%
MNKD Mankind Corp. Com. 0.0%
Value ($000) $3 Shares 700 Est. Cost $4.49 Unrealized -2.0%
BIPC Brookfield Infrastructure Corp Sub Vtg A 0.0%
Value ($000) $3 Shares 61 Est. Cost $40.13 Unrealized -6.6%
BIIB Biogen Inc Com 0.0%
Value ($000) $3 Shares 20 Est. Cost $267.47 Unrealized -53.4%
AWK American Water Works Company Inc 0.0%
Value ($000) $3 Shares 18 Est. Cost $137.26 Unrealized +2.8%
LIT Global X Lithium & Battery Tech ETF 0.0%
Value ($000) $2 Shares 65 Est. Cost $55.17 Unrealized
GERN Geron Corp 0.0%
Value ($000) $2 Shares 1,736 Est. Cost $2.71 Unrealized -47.8%
SLB Schlumberger Ltd Com 0.0%
Value ($000) $2 Shares 72 Est. Cost $54.41 Unrealized -37.6%
BKSY BlackSky Technology Inc Com Stk Cl A 0.0%
Value ($000) $2 Shares 115 Est. Cost $8.57 Unrealized +25.7%
ZTS Zoetis Inc Cl A 0.0%
Value ($000) $2 Shares 15 Est. Cost $157.38 Unrealized 0.0%
FTNT Fortinet Inc 0.0%
Value ($000) $2 Shares 20 Est. Cost $88.94 Unrealized +13.4%
IEP Icahn Enterprises L.P 0.0%
Value ($000) $2 Shares 257 Est. Cost $18.23 Unrealized
CRDO Credo Technology Group Holding Ltd Com Stk 0.0%
Value ($000) $2 Shares 22 Est. Cost $49.69 Unrealized +17.4%
QUAL iShares Edge MSCI USA Quality Factor ETF 0.0%
Value ($000) $2 Shares 11 Est. Cost $179.27 Unrealized
DBRG Digitalbridge Group Inc Cl A New 0.0%
Value ($000) $2 Shares 187 Est. Cost $16.39 Unrealized -41.9%
CREX Creative Realities Inc 0.0%
Value ($000) $2 Shares 570 Est. Cost $3.36 Unrealized -28.5%
Interpublic Group Companies Inc Com 0.0%
Value ($000) $2 Shares 76 Est. Cost $29.01 Unrealized -18.0%
PINS Pinterest Inc Class A 0.0%
Value ($000) $2 Shares 50 Est. Cost $30.35 Unrealized 0.0%
XIFR NextEra Energy Partners LP 0.0%
Value ($000) $2 Shares 215 Est. Cost $50.66 Unrealized -82.9%
AVY Avery Dennison Corp Com 0.0%
Value ($000) $2 Shares 10 Est. Cost $209.91 Unrealized -17.7%
TROW T Rowe Price Group Inc Com 0.0%
Value ($000) $2 Shares 17 Est. Cost $100.34 Unrealized -11.7%
IYW iShares US Technology ETF 0.0%
Value ($000) $2 Shares 9 Est. Cost $151.67 Unrealized
AEM Agnico Eagle Mines Ltd 0.0%
Value ($000) $1 Shares 12 Est. Cost $115.22 Unrealized 0.0%
CRI Carters Inc 0.0%
Value ($000) $1 Shares 42 Est. Cost $33.11 Unrealized 0.0%
SHOP Shopify Inc A 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.02 Unrealized 0.0%
DKNG Draftkings Inc New Cl A 0.0%
Value ($000) $1 Shares 25 Est. Cost $29.54 Unrealized +21.4%
AOUT American Outdoor Brands Inc 0.0%
Value ($000) $1 Shares 92 Est. Cost $11.44 Unrealized 0.0%
EMN Eastman Chemical CO Com 0.0%
Value ($000) $1 Shares 12 Est. Cost $97.31 Unrealized -22.0%
RIVN Rivian Automotive Inc Class A 0.0%
Value ($000) $1 Shares 50 Est. Cost $12.19 Unrealized +11.3%
VTRS Viatris Inc 0.0%
Value ($000) $1 Shares 68 Est. Cost $9.34 Unrealized -12.2%
GEHC GE Healthcare Technologies Inc. 0.0%
Value ($000) $1 Shares 8 Est. Cost $72.48 Unrealized -4.1%
BYND Beyond Meat Inc 0.0%
Value ($000) $0 Shares 75 Est. Cost $13.04 Unrealized -77.8%
GRAL GRAIL Inc Com 0.0%
Value ($000) $0 Shares 5 Est. Cost $36.20 Unrealized 0.0%
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 -0.5%
KSS Kohls Corp Com 0.0%
Value ($000) $0 Shares 5 Est. Cost $25.24 Unrealized -69.5%
Workhorse Group Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $2.00 Unrealized