Atlas Brown,Inc. Diversified Active

CIK: 0001388168 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 15, 2022

Total Value ($000): $211,594 (100.0% shares, 0.0% debt)

Holdings (171)

AAPL APPLE INC COM 5.2%
Value ($000) $11,008 Shares 80,518 Est. Cost $87.99 Unrealized +68.9%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 2.9%
Value ($000) $6,200 Shares 32,870 Est. Cost $154.70 Unrealized
MSFT MICROSOFT CORP COM 2.8%
Value ($000) $5,905 Shares 22,992 Est. Cost $75.49 Unrealized +249.0%
JNJ JOHNSON & JOHNSON COM 2.8%
Value ($000) $5,884 Shares 33,147 Est. Cost $75.03 Unrealized +113.1%
PG PROCTER AND GAMBLE CO COM 2.5%
Value ($000) $5,205 Shares 36,199 Est. Cost $64.98 Unrealized +111.3%
ABBV ABBVIE INC COM 2.4%
Value ($000) $5,089 Shares 33,225 Est. Cost $54.88 Unrealized +144.4%
HUM HUMANA INC COM 2.0%
Value ($000) $4,191 Shares 8,953 Est. Cost $235.35 Unrealized +82.1%
PEP PEPSICO INC COM 1.9%
Value ($000) $4,116 Shares 24,695 Est. Cost $71.82 Unrealized +108.6%
CVX CHEVRON CORP NEW COM 1.8%
Value ($000) $3,909 Shares 27,001 Est. Cost $67.32 Unrealized +112.0%
XOM EXXON MOBIL CORP COM 1.8%
Value ($000) $3,796 Shares 44,323 Est. Cost $52.72 Unrealized +51.0%
PFE PFIZER INC COM 1.7%
Value ($000) $3,668 Shares 69,955 Est. Cost $23.35 Unrealized +79.8%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 1.6%
Value ($000) $3,286 Shares 41,482 Est. Cost $106.63 Unrealized
JPM JPMORGAN CHASE & CO COM 1.5%
Value ($000) $3,222 Shares 28,609 Est. Cost $70.51 Unrealized +60.3%
IWN ISHARES RUSSELL 2000 VALUE ETF 1.5%
Value ($000) $3,148 Shares 23,125 Est. Cost $108.63 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 1.4%
Value ($000) $3,064 Shares 50,776 Est. Cost $76.24 Unrealized
VTV VANGUARD VALUE INDEX FUND 1.4%
Value ($000) $3,058 Shares 23,191 Est. Cost $82.32 Unrealized
NVDA NVIDIA CORPORATION COM 1.4%
Value ($000) $3,014 Shares 19,881 Est. Cost $17.01 Unrealized +10.8%
AMZN AMAZON COM INC COM 1.4%
Value ($000) $2,893 Shares 27,239 Est. Cost $122.26 Unrealized +2.4%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 1.3%
Value ($000) $2,780 Shares 27,371 Est. Cost $79.72 Unrealized
HD HOME DEPOT INC COM 1.3%
Value ($000) $2,714 Shares 9,894 Est. Cost $142.68 Unrealized +88.5%
BF/B BROWN FORMAN CORP CL B 1.2%
Value ($000) $2,615 Shares 37,269 Est. Cost $44.27 Unrealized +41.2%
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.2%
Value ($000) $2,497 Shares 11,418 Est. Cost $91.53 Unrealized
ABT ABBOTT LABS COM 1.1%
Value ($000) $2,358 Shares 21,704 Est. Cost $40.39 Unrealized +162.7%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 1.0%
Value ($000) $2,219 Shares 25,996 Est. Cost $56.03 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 1.0%
Value ($000) $2,182 Shares 10,578 Est. Cost $166.16 Unrealized
GOOG ALPHABET INC CAP STK CL C 1.0%
Value ($000) $2,173 Shares 993 Est. Cost $63.54 Unrealized +84.6%
INTC INTEL CORP COM 1.0%
Value ($000) $2,169 Shares 57,972 Est. Cost $31.53 Unrealized +28.9%
IWD ISHARES RUSSELL 1000 VALUE ETF 1.0%
Value ($000) $2,083 Shares 14,367 Est. Cost $103.27 Unrealized
COST COSTCO WHSL CORP NEW COM 1.0%
Value ($000) $2,069 Shares 4,317 Est. Cost $171.38 Unrealized +182.9%
IVV ISHARES CORE S&P 500 ETF 1.0%
Value ($000) $2,039 Shares 5,379 Est. Cost $267.97 Unrealized
DIS DISNEY WALT CO COM 0.9%
Value ($000) $1,963 Shares 20,792 Est. Cost $93.78 Unrealized +15.6%
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.9%
Value ($000) $1,837 Shares 30,278 Est. Cost $41.53 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.8%
Value ($000) $1,798 Shares 6,585 Est. Cost $178.62 Unrealized +75.6%
ADP AUTOMATIC DATA PROCESSING INC COM 0.8%
Value ($000) $1,789 Shares 8,516 Est. Cost $50.78 Unrealized +298.8%
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.8%
Value ($000) $1,769 Shares 13,656 Est. Cost $85.96 Unrealized
MCD MCDONALDS CORP COM 0.8%
Value ($000) $1,759 Shares 7,123 Est. Cost $96.45 Unrealized +134.7%
EFA ISHARES MSCI EAFE ETF 0.8%
Value ($000) $1,754 Shares 28,073 Est. Cost $66.66 Unrealized
KO COCA COLA CO COM 0.8%
Value ($000) $1,645 Shares 26,155 Est. Cost $32.37 Unrealized +75.4%
MRK MERCK & CO INC COM 0.8%
Value ($000) $1,639 Shares 17,973 Est. Cost $50.14 Unrealized +58.0%
FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 0.8%
Value ($000) $1,590 Shares 36,756 Est. Cost $33.97 Unrealized
TJX TJX COS INC NEW COM 0.7%
Value ($000) $1,567 Shares 28,056 Est. Cost $37.10 Unrealized +54.8%
BMY BRISTOL-MYERS SQUIBB CO COM 0.7%
Value ($000) $1,566 Shares 20,332 Est. Cost $41.83 Unrealized +55.3%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.7%
Value ($000) $1,562 Shares 24,516 Est. Cost $92.89 Unrealized
RWR SPDR DOW JONES REIT ETF 0.7%
Value ($000) $1,550 Shares 16,297 Est. Cost $90.63 Unrealized
T AT&T INC COM 0.7%
Value ($000) $1,516 Shares 72,307 Est. Cost $15.03 Unrealized +8.4%
WALGREENS BOOTS ALLIANCE INC COM 0.7%
Value ($000) $1,514 Shares 39,953 Est. Cost $60.81 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.7%
Value ($000) $1,458 Shares 36,364 Est. Cost $43.44 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.7%
Value ($000) $1,426 Shares 14,841 Est. Cost $62.01 Unrealized +42.8%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.7%
Value ($000) $1,382 Shares 14,319 Est. Cost $56.65 Unrealized
BF/A BROWN FORMAN CORP CL A 0.7%
Value ($000) $1,377 Shares 20,351 Est. Cost $26.87 Unrealized +120.1%
CAT CATERPILLAR INC COM 0.6%
Value ($000) $1,366 Shares 7,639 Est. Cost $91.85 Unrealized +114.8%
BP BP PLC SPONSORED ADR 0.6%
Value ($000) $1,341 Shares 47,301 Est. Cost $34.79 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.6%
Value ($000) $1,338 Shares 26,367 Est. Cost $35.14 Unrealized +14.1%
CMCSA COMCAST CORP NEW CL A 0.6%
Value ($000) $1,303 Shares 33,206 Est. Cost $32.34 Unrealized +18.6%
DUK DUKE ENERGY CORP NEW COM NEW 0.6%
Value ($000) $1,243 Shares 11,594 Est. Cost $57.70 Unrealized +65.3%
SPY SPDR S&P 500 ETF 0.6%
Value ($000) $1,215 Shares 3,221 Est. Cost $349.30 Unrealized
TIP ISHARES TIPS BOND ETF 0.6%
Value ($000) $1,208 Shares 10,607 Est. Cost $116.74 Unrealized
TGT TARGET CORP COM 0.6%
Value ($000) $1,203 Shares 8,519 Est. Cost $78.15 Unrealized +117.7%
GOOGL ALPHABET INC CAP STK CL A 0.6%
Value ($000) $1,201 Shares 551 Est. Cost $54.84 Unrealized +113.1%
BAC BK OF AMERICA CORP COM 0.5%
Value ($000) $1,162 Shares 37,312 Est. Cost $24.22 Unrealized +35.1%
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF 0.5%
Value ($000) $1,158 Shares 17,171 Est. Cost $54.90 Unrealized
V VISA INC COM CL A 0.5%
Value ($000) $1,114 Shares 5,660 Est. Cost $162.50 Unrealized +23.7%
CRM SALESFORCE INC COM 0.5%
Value ($000) $1,097 Shares 6,646 Est. Cost $157.79 Unrealized +10.6%
UNH UNITEDHEALTH GROUP INC COM 0.5%
Value ($000) $1,088 Shares 2,118 Est. Cost $261.01 Unrealized +80.5%
IBM INTERNATIONAL BUSINESS MACHS COM 0.5%
Value ($000) $1,049 Shares 7,427 Est. Cost $109.75 Unrealized +7.1%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.5%
Value ($000) $1,044 Shares 10,203 Est. Cost $107.75 Unrealized
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.5%
Value ($000) $1,038 Shares 14,338 Est. Cost $85.83 Unrealized
PM PHILIP MORRIS INTL INC COM 0.5%
Value ($000) $1,016 Shares 10,287 Est. Cost $59.91 Unrealized +42.6%
PNC PNC FINL SVCS GROUP INC COM 0.5%
Value ($000) $1,011 Shares 6,410 Est. Cost $60.94 Unrealized +138.8%
MMM 3M CO COM 0.4%
Value ($000) $941 Shares 7,274 Est. Cost $106.21 Unrealized -1.0%
DG DOLLAR GEN CORP NEW COM 0.4%
Value ($000) $921 Shares 3,752 Est. Cost $155.81 Unrealized +40.6%
UNP UNION PAC CORP COM 0.4%
Value ($000) $919 Shares 4,309 Est. Cost $101.92 Unrealized +104.9%
CVS CVS HEALTH CORP COM 0.4%
Value ($000) $911 Shares 9,833 Est. Cost $55.53 Unrealized +54.7%
NEE NEXTERA ENERGY INC COM 0.4%
Value ($000) $904 Shares 11,672 Est. Cost $55.76 Unrealized +23.5%
CSCO CISCO SYS INC COM 0.4%
Value ($000) $900 Shares 21,097 Est. Cost $29.90 Unrealized +43.2%
META META PLATFORMS INC CL A 0.4%
Value ($000) $897 Shares 5,563 Est. Cost $163.22 Unrealized +17.4%
PARAMOUNT GLOBAL CLASS B COM 0.4%
Value ($000) $893 Shares 36,198 Est. Cost $33.18 Unrealized
WMT WALMART INC COM 0.4%
Value ($000) $875 Shares 7,194 Est. Cost $28.32 Unrealized +55.5%
LLY LILLY ELI & CO COM 0.4%
Value ($000) $833 Shares 2,570 Est. Cost $73.70 Unrealized +294.7%
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.4%
Value ($000) $808 Shares 16,177 Est. Cost $53.94 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.4%
Value ($000) $802 Shares 12,409 Est. Cost $82.47 Unrealized
ORCL ORACLE CORP COM 0.4%
Value ($000) $800 Shares 11,456 Est. Cost $39.76 Unrealized +75.7%
WAT WATERS CORP COM 0.4%
Value ($000) $777 Shares 2,349 Est. Cost $99.58 Unrealized +218.8%
SO SOUTHERN CO COM 0.4%
Value ($000) $774 Shares 10,856 Est. Cost $33.94 Unrealized +89.4%
STZ CONSTELLATION BRANDS INC CL A 0.4%
Value ($000) $770 Shares 3,306 Est. Cost $119.27 Unrealized +91.5%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.4%
Value ($000) $742 Shares 10,519 Est. Cost $92.39 Unrealized
QCOM QUALCOMM INC COM 0.4%
Value ($000) $742 Shares 5,812 Est. Cost $49.54 Unrealized +152.1%
DHR DANAHER CORPORATION COM 0.3%
Value ($000) $710 Shares 2,800 Est. Cost $178.20 Unrealized +27.0%
COHEN & STEERS INFRASTRUCTURE COM 0.3%
Value ($000) $706 Shares 27,875 Est. Cost $27.83 Unrealized
REAVES UTIL INCOME FD COM SH BEN INT 0.3%
Value ($000) $705 Shares 22,740 Est. Cost $33.51 Unrealized
GLD SPDR GOLD SHARES 0.3%
Value ($000) $670 Shares 3,978 Est. Cost $136.22 Unrealized
MA MASTERCARD INCORPORATED CL A 0.3%
Value ($000) $663 Shares 2,102 Est. Cost $168.03 Unrealized +100.7%
GILD GILEAD SCIENCES INC COM 0.3%
Value ($000) $654 Shares 10,577 Est. Cost $58.17 Unrealized -7.0%
C CITIGROUP INC COM NEW 0.3%
Value ($000) $646 Shares 14,051 Est. Cost $55.68 Unrealized -21.4%
AMAT APPLIED MATLS INC COM 0.3%
Value ($000) $645 Shares 7,086 Est. Cost $35.61 Unrealized +197.9%
F FORD MTR CO DEL COM 0.3%
Value ($000) $640 Shares 57,508 Est. Cost $7.47 Unrealized +41.3%
ITW ILLINOIS TOOL WKS INC COM 0.3%
Value ($000) $627 Shares 3,438 Est. Cost $73.87 Unrealized +147.7%
SYBT STOCK YDS BANCORP INC COM 0.3%
Value ($000) $616 Shares 10,294 Est. Cost $35.60 Unrealized +56.8%
KR KROGER CO COM 0.3%
Value ($000) $613 Shares 12,949 Est. Cost $27.34 Unrealized +80.0%
QQQ INVESCO QQQ TRUST 0.3%
Value ($000) $609 Shares 2,174 Est. Cost $242.24 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.3%
Value ($000) $606 Shares 2,705 Est. Cost $236.55 Unrealized +4.9%
AXP AMERICAN EXPRESS CO COM 0.3%
Value ($000) $603 Shares 4,353 Est. Cost $78.69 Unrealized +100.2%
BLACKROCK INC COM 0.3%
Value ($000) $599 Shares 984 Est. Cost $493.97 Unrealized
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF 0.3%
Value ($000) $587 Shares 16,498 Est. Cost $42.91 Unrealized
TSLA TESLA INC COM 0.3%
Value ($000) $581 Shares 863 Est. Cost $185.16 Unrealized +47.4%
JCI JOHNSON CTLS INTL PLC SHS 0.3%
Value ($000) $567 Shares 11,847 Est. Cost $34.14 Unrealized +51.7%
EW EDWARDS LIFESCIENCES CORP COM 0.3%
Value ($000) $562 Shares 5,913 Est. Cost $60.72 Unrealized +70.5%
PZZA PAPA JOHNS INTL INC COM 0.3%
Value ($000) $560 Shares 6,709 Est. Cost $61.15 Unrealized +29.7%
SBUX STARBUCKS CORP COM 0.3%
Value ($000) $559 Shares 7,314 Est. Cost $46.94 Unrealized +49.9%
DOV DOVER CORP COM 0.3%
Value ($000) $542 Shares 4,466 Est. Cost $45.15 Unrealized +185.9%
TMO THERMO FISHER SCIENTIFIC INC COM 0.3%
Value ($000) $533 Shares 981 Est. Cost $336.38 Unrealized +61.9%
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $528 Shares 3,118 Est. Cost $200.79 Unrealized
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $519 Shares 12,424 Est. Cost $31.60 Unrealized +21.7%
GE GENERAL ELECTRIC CO COM NEW 0.2%
Value ($000) $513 Shares 8,054 Est. Cost $62.53 Unrealized -23.9%
USB US BANCORP DEL COM NEW 0.2%
Value ($000) $509 Shares 11,068 Est. Cost $29.28 Unrealized +43.1%
BA BOEING CO COM 0.2%
Value ($000) $502 Shares 3,673 Est. Cost $202.93 Unrealized -27.3%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.2%
Value ($000) $458 Shares 6,004 Est. Cost $79.56 Unrealized
NFLX NETFLIX INC COM 0.2%
Value ($000) $455 Shares 2,603 Est. Cost $39.06 Unrealized -43.2%
CHDN CHURCHILL DOWNS INC COM 0.2%
Value ($000) $449 Shares 2,345 Est. Cost $54.00 Unrealized +81.7%
HASI HANNON ARMSTRONG SUST INFR CAP COM 0.2%
Value ($000) $437 Shares 11,540 Est. Cost $18.81 Unrealized +70.8%
IVE ISHARES S&P 500 VALUE ETF 0.2%
Value ($000) $433 Shares 3,148 Est. Cost $120.81 Unrealized
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $432 Shares 5,427 Est. Cost $54.84 Unrealized +49.3%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $414 Shares 2,383 Est. Cost $133.79 Unrealized +24.3%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $409 Shares 1 Est. Cost $431815.88 Unrealized +9.1%
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value ($000) $395 Shares 825 Est. Cost $299.82 Unrealized +44.4%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.2%
Value ($000) $393 Shares 5,592 Est. Cost $64.12 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.2%
Value ($000) $390 Shares 15,990 Est. Cost $21.90 Unrealized
PSA PUBLIC STORAGE COM 0.2%
Value ($000) $381 Shares 1,220 Est. Cost $155.36 Unrealized +86.0%
RPM RPM INTL INC COM 0.2%
Value ($000) $362 Shares 4,600 Est. Cost $88.40 Unrealized -4.9%
OMC OMNICOM GROUP INC COM 0.2%
Value ($000) $358 Shares 5,632 Est. Cost $49.51 Unrealized +31.7%
DOC HEALTHPEAK PROPERTIES INC COM 0.2%
Value ($000) $356 Shares 13,724 Est. Cost $25.10 Unrealized -2.4%
UPS UNITED PARCEL SERVICE INC CL B 0.2%
Value ($000) $354 Shares 1,937 Est. Cost $83.14 Unrealized +84.5%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.2%
Value ($000) $350 Shares 2,566 Est. Cost $119.29 Unrealized
MOO VANECK AGRIBUSINESS ETF 0.2%
Value ($000) $332 Shares 3,834 Est. Cost $66.42 Unrealized
IDXX IDEXX LABS INC COM 0.2%
Value ($000) $329 Shares 937 Est. Cost $141.94 Unrealized +187.3%
SYY SYSCO CORP COM 0.2%
Value ($000) $326 Shares 3,844 Est. Cost $67.64 Unrealized +12.0%
APD AIR PRODS & CHEMS INC COM 0.2%
Value ($000) $325 Shares 1,350 Est. Cost $61.55 Unrealized +258.9%
CMI CUMMINS INC COM 0.1%
Value ($000) $310 Shares 1,600 Est. Cost $131.98 Unrealized +38.7%
PRU PRUDENTIAL FINL INC COM 0.1%
Value ($000) $296 Shares 3,098 Est. Cost $88.77 Unrealized -0.3%
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 0.1%
Value ($000) $295 Shares 5,025 Est. Cost $64.70 Unrealized
CINF CINCINNATI FINL CORP COM 0.1%
Value ($000) $284 Shares 2,387 Est. Cost $67.52 Unrealized +71.0%
MTCH MATCH GROUP INC NEW COM 0.1%
Value ($000) $282 Shares 4,047 Est. Cost $103.47 Unrealized -23.4%
FXZ FIRST TRUST MATERIALS ALPHADEX FUND 0.1%
Value ($000) $264 Shares 4,678 Est. Cost $49.24 Unrealized
IP INTERNATIONAL PAPER CO COM 0.1%
Value ($000) $261 Shares 6,250 Est. Cost $38.85 Unrealized +1.2%
UBS AG FI ENHANCED GLOBAL HIGH YIELD ETN 0.1%
Value ($000) $259 Shares 1,277 Est. Cost $183.24 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.1%
Value ($000) $258 Shares 409 Est. Cost $36.20 Unrealized +18.8%
GSK PLC SPONSORED ADR 0.1%
Value ($000) $254 Shares 5,827 Est. Cost $40.00 Unrealized
DOW DOW INC COM 0.1%
Value ($000) $254 Shares 4,921 Est. Cost $51.79 Unrealized 0.0%
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $254 Shares 1,222 Est. Cost $211.81 Unrealized
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $253 Shares 5,518 Est. Cost $60.32 Unrealized
SHEL SHELL PLC SPON ADS 0.1%
Value ($000) $250 Shares 4,789 Est. Cost $54.92 Unrealized
NET CLOUDFLARE INC CL A COM 0.1%
Value ($000) $247 Shares 5,650 Est. Cost $107.92 Unrealized -33.3%
LOW LOWES COS INC COM 0.1%
Value ($000) $245 Shares 1,400 Est. Cost $158.02 Unrealized +13.6%
DAR DARLING INGREDIENTS INC COM 0.1%
Value ($000) $241 Shares 4,031 Est. Cost $72.54 Unrealized +4.7%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $240 Shares 809 Est. Cost $283.57 Unrealized 0.0%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.1%
Value ($000) $240 Shares 2,274 Est. Cost $139.12 Unrealized
PPG PPG INDS INC COM 0.1%
Value ($000) $240 Shares 2,100 Est. Cost $86.36 Unrealized +33.9%
IYW ISHARES U.S. TECHNOLOGY ETF 0.1%
Value ($000) $231 Shares 2,889 Est. Cost $106.97 Unrealized
FRME FIRST MERCHANTS CORP COM 0.1%
Value ($000) $228 Shares 6,405 Est. Cost $32.93 Unrealized +4.0%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $222 Shares 976 Est. Cost $180.19 Unrealized +25.7%
FDVV FIDELITY HIGH DIVIDEND ETF 0.1%
Value ($000) $217 Shares 6,053 Est. Cost $35.71 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.1%
Value ($000) $214 Shares 2,267 Est. Cost $90.66 Unrealized
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $213 Shares 5,438 Est. Cost $31.62 Unrealized +26.4%
YUM YUM BRANDS INC COM 0.1%
Value ($000) $208 Shares 1,834 Est. Cost $108.09 Unrealized +0.3%
NVO NOVO-NORDISK A S ADR 0.1%
Value ($000) $207 Shares 1,860 Est. Cost $111.83 Unrealized
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $196 Shares 11,707 Est. Cost $9.94 Unrealized +54.2%
WBD WARNER BROS DISCOVERY INC COM SER A 0.1%
Value ($000) $189 Shares 14,051 Est. Cost $18.55 Unrealized 0.0%
BIG 5 SPORTING GOODS CORP COM 0.1%
Value ($000) $146 Shares 13,000 Est. Cost $11.23 Unrealized
DANIMER SCIENTIFIC INC COM CL A 0.1%
Value ($000) $135 Shares 29,700 Est. Cost $4.55 Unrealized
CARROLS RESTAURANT GROUP INC COM 0.0%
Value ($000) $22 Shares 11,086 Est. Cost $1.92 Unrealized
CONFORMIS INC COM 0.0%
Value ($000) $8 Shares 23,302 Est. Cost $0.75 Unrealized