Atlas Brown,Inc. Diversified Active

CIK: 0001388168 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 18, 2023

Total Value ($000): $227,306 (100.0% shares, 0.0% debt)

Holdings (181)

AAPL APPLE INC COM 6.4%
Value ($000) $14,659 Shares 75,574 Est. Cost $87.99 Unrealized +95.5%
MSFT MICROSOFT CORP COM 3.4%
Value ($000) $7,632 Shares 22,411 Est. Cost $79.41 Unrealized +286.9%
NVDA NVIDIA CORPORATION COM 3.3%
Value ($000) $7,428 Shares 17,559 Est. Cost $17.04 Unrealized +94.7%
VTI VANGUARD TOTAL STOCK MARKET ETF 3.1%
Value ($000) $7,106 Shares 32,258 Est. Cost $154.70 Unrealized
JNJ JOHNSON & JOHNSON COM 2.3%
Value ($000) $5,323 Shares 32,156 Est. Cost $76.08 Unrealized +95.7%
PG PROCTER AND GAMBLE CO COM 2.3%
Value ($000) $5,210 Shares 34,334 Est. Cost $65.83 Unrealized +114.7%
XOM EXXON MOBIL CORP COM 2.0%
Value ($000) $4,635 Shares 43,219 Est. Cost $53.31 Unrealized +86.8%
PEP PEPSICO INC COM 1.9%
Value ($000) $4,229 Shares 22,833 Est. Cost $71.82 Unrealized +137.5%
CVX CHEVRON CORP NEW COM 1.8%
Value ($000) $4,104 Shares 26,084 Est. Cost $68.74 Unrealized +108.4%
ABBV ABBVIE INC COM 1.8%
Value ($000) $4,053 Shares 30,085 Est. Cost $54.88 Unrealized +143.6%
JPM JPMORGAN CHASE & CO COM 1.7%
Value ($000) $3,826 Shares 26,306 Est. Cost $71.78 Unrealized +80.6%
HUM HUMANA INC COM 1.6%
Value ($000) $3,630 Shares 8,117 Est. Cost $235.35 Unrealized +107.4%
AMZN AMAZON COM INC COM 1.5%
Value ($000) $3,427 Shares 26,292 Est. Cost $120.50 Unrealized -5.2%
HD HOME DEPOT INC COM 1.5%
Value ($000) $3,353 Shares 10,794 Est. Cost $152.46 Unrealized +81.3%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 1.4%
Value ($000) $3,212 Shares 33,238 Est. Cost $105.10 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 1.4%
Value ($000) $3,159 Shares 44,823 Est. Cost $76.24 Unrealized
VTV VANGUARD VALUE ETF 1.3%
Value ($000) $2,971 Shares 20,908 Est. Cost $82.32 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.3%
Value ($000) $2,965 Shares 10,775 Est. Cost $91.53 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 1.2%
Value ($000) $2,794 Shares 19,846 Est. Cost $113.75 Unrealized
SPY SPDR S&P 500 ETF TRUST 1.2%
Value ($000) $2,633 Shares 5,940 Est. Cost $370.40 Unrealized
PFE PFIZER INC COM 1.1%
Value ($000) $2,567 Shares 69,974 Est. Cost $24.19 Unrealized +37.3%
BF/B BROWN FORMAN CORP CL B 1.1%
Value ($000) $2,503 Shares 37,486 Est. Cost $45.48 Unrealized +32.8%
IWO ISHARES RUSSELL 2000 GROWTH ETF 1.1%
Value ($000) $2,433 Shares 10,025 Est. Cost $171.76 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 1.0%
Value ($000) $2,331 Shares 24,721 Est. Cost $57.75 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 1.0%
Value ($000) $2,260 Shares 20,575 Est. Cost $80.03 Unrealized
TJX TJX COS INC NEW COM 1.0%
Value ($000) $2,259 Shares 26,639 Est. Cost $37.10 Unrealized +105.3%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.0%
Value ($000) $2,255 Shares 6,614 Est. Cost $180.70 Unrealized +80.6%
GOOG ALPHABET INC CAP STK CL C 1.0%
Value ($000) $2,250 Shares 18,598 Est. Cost $107.73 Unrealized +6.6%
COST COSTCO WHSL CORP NEW COM 1.0%
Value ($000) $2,201 Shares 4,089 Est. Cost $174.78 Unrealized +178.7%
ABT ABBOTT LABS COM 1.0%
Value ($000) $2,160 Shares 19,810 Est. Cost $40.39 Unrealized +151.2%
IVV ISHARES CORE S&P 500 ETF 0.9%
Value ($000) $2,110 Shares 4,733 Est. Cost $267.97 Unrealized
EFA ISHARES MSCI EAFE ETF 0.9%
Value ($000) $2,008 Shares 27,693 Est. Cost $66.98 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.8%
Value ($000) $1,916 Shares 12,141 Est. Cost $103.27 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.8%
Value ($000) $1,870 Shares 8,506 Est. Cost $50.78 Unrealized +300.3%
CAT CATERPILLAR INC COM 0.8%
Value ($000) $1,866 Shares 7,583 Est. Cost $95.90 Unrealized +122.9%
MRK MERCK & CO INC COM 0.8%
Value ($000) $1,787 Shares 15,486 Est. Cost $50.79 Unrealized +105.7%
MCD MCDONALDS CORP COM 0.8%
Value ($000) $1,741 Shares 5,835 Est. Cost $105.04 Unrealized +160.0%
DIS DISNEY WALT CO COM 0.7%
Value ($000) $1,679 Shares 18,803 Est. Cost $93.95 Unrealized -1.5%
VOE VANGUARD MID-CAP VALUE ETF 0.7%
Value ($000) $1,675 Shares 12,105 Est. Cost $85.96 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.7%
Value ($000) $1,611 Shares 40,732 Est. Cost $42.63 Unrealized
META META PLATFORMS INC CL A 0.7%
Value ($000) $1,610 Shares 5,609 Est. Cost $163.45 Unrealized +49.9%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.7%
Value ($000) $1,569 Shares 20,922 Est. Cost $92.89 Unrealized
BP BP PLC SPONSORED ADR 0.7%
Value ($000) $1,557 Shares 44,110 Est. Cost $34.79 Unrealized
KO COCA COLA CO COM 0.6%
Value ($000) $1,434 Shares 23,811 Est. Cost $32.37 Unrealized +77.2%
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.6%
Value ($000) $1,426 Shares 22,584 Est. Cost $41.53 Unrealized
INTC INTEL CORP COM 0.6%
Value ($000) $1,419 Shares 42,448 Est. Cost $31.41 Unrealized -2.2%
BF/A BROWN FORMAN CORP CL A 0.6%
Value ($000) $1,385 Shares 20,351 Est. Cost $26.87 Unrealized +128.7%
ORCL ORACLE CORP COM 0.6%
Value ($000) $1,357 Shares 11,392 Est. Cost $39.76 Unrealized +152.5%
WALGREENS BOOTS ALLIANCE INC COM 0.6%
Value ($000) $1,356 Shares 47,601 Est. Cost $54.40 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.6%
Value ($000) $1,318 Shares 10,092 Est. Cost $56.65 Unrealized
BAC BANK AMERICA CORP COM 0.6%
Value ($000) $1,318 Shares 45,943 Est. Cost $25.70 Unrealized +3.6%
CRM SALESFORCE INC COM 0.6%
Value ($000) $1,318 Shares 6,237 Est. Cost $158.56 Unrealized +27.2%
BMY BRISTOL-MYERS SQUIBB CO COM 0.6%
Value ($000) $1,302 Shares 20,365 Est. Cost $41.83 Unrealized +40.9%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.6%
Value ($000) $1,296 Shares 13,228 Est. Cost $62.01 Unrealized +48.8%
GOOGL ALPHABET INC CAP STK CL A 0.6%
Value ($000) $1,293 Shares 10,800 Est. Cost $107.01 Unrealized +6.8%
F FORD MTR CO DEL COM 0.6%
Value ($000) $1,282 Shares 84,726 Est. Cost $8.41 Unrealized +27.2%
RWR SPDR DOW JONES REIT ETF 0.6%
Value ($000) $1,275 Shares 14,098 Est. Cost $90.51 Unrealized
T AT&T INC COM 0.5%
Value ($000) $1,228 Shares 77,017 Est. Cost $15.06 Unrealized -1.8%
V VISA INC COM CL A 0.5%
Value ($000) $1,198 Shares 5,046 Est. Cost $162.50 Unrealized +38.1%
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 0.5%
Value ($000) $1,194 Shares 26,297 Est. Cost $33.97 Unrealized
AMAT APPLIED MATLS INC COM 0.5%
Value ($000) $1,125 Shares 7,786 Est. Cost $41.28 Unrealized +196.1%
WMT WALMART INC COM 0.5%
Value ($000) $1,087 Shares 6,916 Est. Cost $28.32 Unrealized +72.9%
CMCSA COMCAST CORP NEW CL A 0.5%
Value ($000) $1,080 Shares 25,994 Est. Cost $32.44 Unrealized +13.0%
UNP UNION PAC CORP COM 0.5%
Value ($000) $1,071 Shares 5,232 Est. Cost $117.24 Unrealized +59.5%
CSCO CISCO SYS INC COM 0.5%
Value ($000) $1,061 Shares 20,507 Est. Cost $31.52 Unrealized +44.4%
VZ VERIZON COMMUNICATIONS INC COM 0.5%
Value ($000) $1,059 Shares 28,464 Est. Cost $34.14 Unrealized -8.6%
DUK DUKE ENERGY CORP NEW COM NEW 0.5%
Value ($000) $1,047 Shares 11,670 Est. Cost $58.06 Unrealized +46.7%
ITW ILLINOIS TOOL WKS INC COM 0.5%
Value ($000) $1,035 Shares 4,138 Est. Cost $98.34 Unrealized +123.4%
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF 0.5%
Value ($000) $1,029 Shares 14,641 Est. Cost $55.59 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.5%
Value ($000) $1,024 Shares 2,771 Est. Cost $257.89 Unrealized
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.4%
Value ($000) $1,021 Shares 13,222 Est. Cost $85.83 Unrealized
TGT TARGET CORP COM 0.4%
Value ($000) $1,010 Shares 7,658 Est. Cost $80.72 Unrealized +67.2%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.4%
Value ($000) $995 Shares 10,297 Est. Cost $107.75 Unrealized
TIP ISHARES TIPS BOND ETF 0.4%
Value ($000) $939 Shares 8,727 Est. Cost $116.74 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.4%
Value ($000) $931 Shares 6,960 Est. Cost $109.87 Unrealized +7.4%
GE GENERAL ELECTRIC CO COM NEW 0.4%
Value ($000) $905 Shares 8,237 Est. Cost $62.58 Unrealized +27.6%
BA BOEING CO COM 0.4%
Value ($000) $886 Shares 4,197 Est. Cost $200.91 Unrealized +3.4%
IWR ISHARES RUSSELL MIDCAP ETF 0.4%
Value ($000) $874 Shares 11,968 Est. Cost $82.47 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.4%
Value ($000) $874 Shares 16,060 Est. Cost $53.90 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.4%
Value ($000) $868 Shares 3,270 Est. Cost $234.27 Unrealized -1.8%
NEE NEXTERA ENERGY INC COM 0.4%
Value ($000) $865 Shares 11,656 Est. Cost $55.76 Unrealized +25.5%
UNH UNITEDHEALTH GROUP INC COM 0.4%
Value ($000) $836 Shares 1,739 Est. Cost $261.01 Unrealized +78.1%
MA MASTERCARD INCORPORATED CL A 0.4%
Value ($000) $829 Shares 2,107 Est. Cost $168.03 Unrealized +120.1%
LLY LILLY ELI & CO COM 0.4%
Value ($000) $825 Shares 1,760 Est. Cost $73.70 Unrealized +458.3%
PNC PNC FINL SVCS GROUP INC COM 0.4%
Value ($000) $817 Shares 6,485 Est. Cost $60.94 Unrealized +81.2%
STZ CONSTELLATION BRANDS INC CL A 0.4%
Value ($000) $814 Shares 3,306 Est. Cost $119.27 Unrealized +86.7%
NFLX NETFLIX INC COM 0.4%
Value ($000) $799 Shares 1,815 Est. Cost $37.26 Unrealized -1.2%
JCI JOHNSON CTLS INTL PLC SHS 0.4%
Value ($000) $798 Shares 11,718 Est. Cost $34.50 Unrealized +70.1%
DHR DANAHER CORPORATION COM 0.3%
Value ($000) $782 Shares 3,257 Est. Cost $184.84 Unrealized +12.9%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.3%
Value ($000) $776 Shares 10,085 Est. Cost $92.39 Unrealized
PM PHILIP MORRIS INTL INC COM 0.3%
Value ($000) $761 Shares 7,799 Est. Cost $59.91 Unrealized +41.0%
AXP AMERICAN EXPRESS CO COM 0.3%
Value ($000) $760 Shares 4,364 Est. Cost $78.69 Unrealized +98.5%
CHDN CHURCHILL DOWNS INC COM 0.3%
Value ($000) $735 Shares 5,278 Est. Cost $99.37 Unrealized +36.3%
TSLA TESLA INC COM 0.3%
Value ($000) $690 Shares 2,634 Est. Cost $245.20 Unrealized -18.5%
MMM 3M CO COM 0.3%
Value ($000) $688 Shares 6,869 Est. Cost $105.93 Unrealized -26.8%
DG DOLLAR GEN CORP NEW COM 0.3%
Value ($000) $671 Shares 3,952 Est. Cost $158.09 Unrealized +18.5%
COHEN & STEERS INFRASTRUCTURE COM 0.3%
Value ($000) $649 Shares 27,480 Est. Cost $27.83 Unrealized
QCOM QUALCOMM INC COM 0.3%
Value ($000) $647 Shares 5,436 Est. Cost $49.54 Unrealized +118.7%
C CITIGROUP INC COM NEW 0.3%
Value ($000) $633 Shares 13,750 Est. Cost $48.95 Unrealized -12.7%
REAVES UTIL INCOME FD COM SH BEN INT 0.3%
Value ($000) $613 Shares 22,366 Est. Cost $33.51 Unrealized
KR KROGER CO COM 0.3%
Value ($000) $609 Shares 12,949 Est. Cost $27.34 Unrealized +64.6%
SYBT STOCK YDS BANCORP INC COM 0.3%
Value ($000) $602 Shares 13,267 Est. Cost $40.64 Unrealized +15.2%
SO SOUTHERN CO COM 0.3%
Value ($000) $598 Shares 8,516 Est. Cost $33.94 Unrealized +92.4%
IWM ISHARES RUSSELL 2000 ETF 0.3%
Value ($000) $582 Shares 3,108 Est. Cost $200.79 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.2%
Value ($000) $558 Shares 5,913 Est. Cost $60.72 Unrealized +43.1%
CVS CVS HEALTH CORP COM 0.2%
Value ($000) $552 Shares 7,984 Est. Cost $55.53 Unrealized +15.8%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $518 Shares 1 Est. Cost $431815.88 Unrealized +15.3%
OMC OMNICOM GROUP INC COM 0.2%
Value ($000) $516 Shares 5,423 Est. Cost $49.71 Unrealized +70.7%
BLACKROCK INC COM 0.2%
Value ($000) $513 Shares 742 Est. Cost $503.81 Unrealized
PSA PUBLIC STORAGE COM 0.2%
Value ($000) $502 Shares 1,720 Est. Cost $185.97 Unrealized +40.3%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $486 Shares 5,372 Est. Cost $54.84 Unrealized +46.0%
NET CLOUDFLARE INC CL A COM 0.2%
Value ($000) $484 Shares 7,400 Est. Cost $94.81 Unrealized -37.1%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $481 Shares 2,318 Est. Cost $133.79 Unrealized +31.2%
IVE ISHARES S&P 500 VALUE ETF 0.2%
Value ($000) $475 Shares 2,946 Est. Cost $120.81 Unrealized
IDXX IDEXX LABS INC COM 0.2%
Value ($000) $471 Shares 937 Est. Cost $141.94 Unrealized +237.6%
CMI CUMMINS INC COM 0.2%
Value ($000) $466 Shares 1,900 Est. Cost $145.55 Unrealized +46.3%
PZZA PAPA JOHNS INTL INC COM 0.2%
Value ($000) $465 Shares 6,298 Est. Cost $61.15 Unrealized +8.9%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $463 Shares 887 Est. Cost $336.38 Unrealized +59.1%
GLD SPDR GOLD SHARES 0.2%
Value ($000) $463 Shares 2,595 Est. Cost $140.45 Unrealized
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $453 Shares 9,998 Est. Cost $31.71 Unrealized +15.3%
UPS UNITED PARCEL SERVICE INC CL B 0.2%
Value ($000) $450 Shares 2,510 Est. Cost $98.79 Unrealized +56.5%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.2%
Value ($000) $440 Shares 16,690 Est. Cost $21.98 Unrealized
PARAMOUNT GLOBAL CLASS B COM 0.2%
Value ($000) $437 Shares 27,488 Est. Cost $28.85 Unrealized
DOV DOVER CORP COM 0.2%
Value ($000) $431 Shares 2,916 Est. Cost $45.15 Unrealized +206.7%
RPM RPM INTL INC COM 0.2%
Value ($000) $413 Shares 4,600 Est. Cost $88.40 Unrealized -7.0%
APD AIR PRODS & CHEMS INC COM 0.2%
Value ($000) $404 Shares 1,350 Est. Cost $61.55 Unrealized +331.0%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.2%
Value ($000) $387 Shares 5,121 Est. Cost $79.56 Unrealized
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF 0.2%
Value ($000) $379 Shares 9,418 Est. Cost $42.91 Unrealized
WAT WATERS CORP COM 0.2%
Value ($000) $376 Shares 1,412 Est. Cost $99.58 Unrealized +179.5%
ORLY OREILLY AUTOMOTIVE INC COM 0.2%
Value ($000) $372 Shares 389 Est. Cost $36.20 Unrealized +68.7%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.2%
Value ($000) $356 Shares 6,437 Est. Cost $54.70 Unrealized
USB US BANCORP DEL COM NEW 0.2%
Value ($000) $355 Shares 10,748 Est. Cost $29.43 Unrealized -3.5%
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value ($000) $346 Shares 760 Est. Cost $299.82 Unrealized +44.7%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $330 Shares 4,943 Est. Cost $68.02 Unrealized 0.0%
LOW LOWES COS INC COM 0.1%
Value ($000) $322 Shares 1,428 Est. Cost $158.45 Unrealized +24.8%
FCX FREEPORT-MCMORAN INC CL B 0.1%
Value ($000) $320 Shares 8,006 Est. Cost $28.60 Unrealized +28.6%
SYY SYSCO CORP COM 0.1%
Value ($000) $312 Shares 4,208 Est. Cost $68.04 Unrealized +0.7%
PPG PPG INDS INC COM 0.1%
Value ($000) $311 Shares 2,100 Est. Cost $86.36 Unrealized +52.5%
IYW ISHARES U.S. TECHNOLOGY ETF 0.1%
Value ($000) $311 Shares 2,853 Est. Cost $106.97 Unrealized
DAR DARLING INGREDIENTS INC COM 0.1%
Value ($000) $308 Shares 4,827 Est. Cost $71.55 Unrealized -14.8%
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 0.1%
Value ($000) $305 Shares 5,164 Est. Cost $64.27 Unrealized
NVO NOVO-NORDISK A S ADR 0.1%
Value ($000) $302 Shares 1,864 Est. Cost $135.34 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $298 Shares 1,222 Est. Cost $211.81 Unrealized
SHEL SHELL PLC SPON ADS 0.1%
Value ($000) $292 Shares 4,842 Est. Cost $54.86 Unrealized
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $290 Shares 5,561 Est. Cost $60.32 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.1%
Value ($000) $288 Shares 1,997 Est. Cost $119.29 Unrealized
HASI HANNON ARMSTRONG SUST INFR CAP COM 0.1%
Value ($000) $274 Shares 10,978 Est. Cost $18.84 Unrealized +18.0%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $274 Shares 849 Est. Cost $287.00 Unrealized +7.3%
AMKR AMKOR TECHNOLOGY INC COM 0.1%
Value ($000) $274 Shares 9,200 Est. Cost $21.98 Unrealized +5.6%
PH PARKER-HANNIFIN CORP COM 0.1%
Value ($000) $273 Shares 699 Est. Cost $328.44 Unrealized 0.0%
FXZ FIRST TRUST MATERIALS ALPHADEX FUND 0.1%
Value ($000) $269 Shares 4,191 Est. Cost $49.24 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.1%
Value ($000) $268 Shares 13,335 Est. Cost $25.10 Unrealized -29.9%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $267 Shares 3,594 Est. Cost $65.34 Unrealized
DKS DICKS SPORTING GOODS INC COM 0.1%
Value ($000) $264 Shares 2,000 Est. Cost $93.81 Unrealized +36.6%
MOO VANECK AGRIBUSINESS ETF 0.1%
Value ($000) $263 Shares 3,216 Est. Cost $66.42 Unrealized
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $263 Shares 3,410 Est. Cost $58.15 Unrealized +24.8%
DOW DOW INC COM 0.1%
Value ($000) $260 Shares 4,883 Est. Cost $46.95 Unrealized -3.6%
GGG GRACO INC COM 0.1%
Value ($000) $259 Shares 3,000 Est. Cost $63.99 Unrealized +17.3%
YUM YUM BRANDS INC COM 0.1%
Value ($000) $254 Shares 1,835 Est. Cost $114.06 Unrealized +12.9%
OGN ORGANON & CO COMMON STOCK 0.1%
Value ($000) $253 Shares 12,141 Est. Cost $22.90 Unrealized -16.6%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $252 Shares 5,905 Est. Cost $32.33 Unrealized +16.4%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.1%
Value ($000) $248 Shares 2,161 Est. Cost $139.12 Unrealized
IP INTERNATIONAL PAPER CO COM 0.1%
Value ($000) $247 Shares 7,761 Est. Cost $32.47 Unrealized -10.4%
KLIC KULICKE & SOFFA INDS INC COM 0.1%
Value ($000) $238 Shares 4,000 Est. Cost $49.35 Unrealized -0.5%
FQAL FIDELITY QUALITY FACTOR ETF 0.1%
Value ($000) $233 Shares 4,618 Est. Cost $47.61 Unrealized
CINF CINCINNATI FINL CORP COM 0.1%
Value ($000) $232 Shares 2,389 Est. Cost $67.52 Unrealized +42.8%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.1%
Value ($000) $232 Shares 475 Est. Cost $402.84 Unrealized 0.0%
FDVV FIDELITY HIGH DIVIDEND ETF 0.1%
Value ($000) $228 Shares 5,733 Est. Cost $35.71 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $227 Shares 1,307 Est. Cost $173.89 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $226 Shares 5,563 Est. Cost $39.05 Unrealized
CSX CSX CORP COM 0.1%
Value ($000) $225 Shares 6,612 Est. Cost $30.43 Unrealized 0.0%
FITB FIFTH THIRD BANCORP COM 0.1%
Value ($000) $225 Shares 8,567 Est. Cost $23.11 Unrealized 0.0%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.1%
Value ($000) $224 Shares 1,352 Est. Cost $144.85 Unrealized 0.0%
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $221 Shares 12,854 Est. Cost $10.39 Unrealized +42.2%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $221 Shares 976 Est. Cost $180.19 Unrealized +11.1%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.1%
Value ($000) $218 Shares 301 Est. Cost $680.71 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $202 Shares 2,765 Est. Cost $68.54 Unrealized 0.0%
IYF ISHARES U.S. FINANCIALS ETF 0.1%
Value ($000) $201 Shares 2,694 Est. Cost $74.61 Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $97 Shares 43,121 Est. Cost $3.82 Unrealized -42.4%
DANIMER SCIENTIFIC INC COM CL A 0.0%
Value ($000) $71 Shares 29,700 Est. Cost $4.55 Unrealized
CARROLS RESTAURANT GROUP INC COM 0.0%
Value ($000) $56 Shares 11,086 Est. Cost $1.92 Unrealized