Atlas Brown,Inc. Diversified Active

CIK: 0001388168 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 17, 2023

Total Value ($000): $219,237 (100.0% shares, 0.0% debt)

Holdings (179)

AAPL APPLE INC COM 5.9%
Value ($000) $12,993 Shares 75,888 Est. Cost $87.99 Unrealized +106.1%
NVDA NVIDIA CORPORATION COM 3.6%
Value ($000) $7,965 Shares 18,311 Est. Cost $18.17 Unrealized +146.3%
MSFT MICROSOFT CORP COM 3.3%
Value ($000) $7,142 Shares 22,620 Est. Cost $79.41 Unrealized +308.8%
VTI VANGUARD TOTAL STOCK MARKET ETF 3.1%
Value ($000) $6,804 Shares 32,034 Est. Cost $154.70 Unrealized
XOM EXXON MOBIL CORP COM 2.3%
Value ($000) $5,099 Shares 43,363 Est. Cost $53.31 Unrealized +89.5%
PG PROCTER AND GAMBLE CO COM 2.3%
Value ($000) $5,030 Shares 34,488 Est. Cost $65.83 Unrealized +118.9%
JNJ JOHNSON & JOHNSON COM 2.3%
Value ($000) $5,010 Shares 32,168 Est. Cost $76.08 Unrealized +101.5%
CVX CHEVRON CORP NEW COM 2.0%
Value ($000) $4,476 Shares 26,543 Est. Cost $70.07 Unrealized +108.0%
ABBV ABBVIE INC COM 2.0%
Value ($000) $4,475 Shares 30,019 Est. Cost $54.88 Unrealized +146.6%
HUM HUMANA INC COM 1.8%
Value ($000) $4,033 Shares 8,290 Est. Cost $239.97 Unrealized +90.3%
PEP PEPSICO INC COM 1.8%
Value ($000) $3,889 Shares 22,952 Est. Cost $71.82 Unrealized +132.7%
JPM JPMORGAN CHASE & CO COM 1.7%
Value ($000) $3,833 Shares 26,431 Est. Cost $71.78 Unrealized +98.3%
AMZN AMAZON COM INC COM 1.5%
Value ($000) $3,335 Shares 26,231 Est. Cost $120.50 Unrealized +11.2%
HD HOME DEPOT INC COM 1.5%
Value ($000) $3,278 Shares 10,849 Est. Cost $152.46 Unrealized +98.7%
IVW ISHARES S&P 500 GROWTH ETF 1.4%
Value ($000) $3,084 Shares 45,076 Est. Cost $76.24 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 1.4%
Value ($000) $3,045 Shares 33,329 Est. Cost $105.10 Unrealized
SPY SPDR S&P 500 ETF TRUST 1.3%
Value ($000) $2,882 Shares 6,742 Est. Cost $377.19 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.3%
Value ($000) $2,873 Shares 10,803 Est. Cost $91.53 Unrealized
VTV VANGUARD VALUE ETF 1.3%
Value ($000) $2,866 Shares 20,782 Est. Cost $82.32 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 1.2%
Value ($000) $2,719 Shares 20,057 Est. Cost $113.98 Unrealized
GOOG ALPHABET INC CAP STK CL C 1.1%
Value ($000) $2,453 Shares 18,602 Est. Cost $107.73 Unrealized +19.8%
TJX TJX COS INC NEW COM 1.1%
Value ($000) $2,368 Shares 26,639 Est. Cost $37.10 Unrealized +130.0%
PFE PFIZER INC COM 1.1%
Value ($000) $2,350 Shares 70,849 Est. Cost $24.27 Unrealized +26.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.1%
Value ($000) $2,320 Shares 6,624 Est. Cost $180.70 Unrealized +96.3%
COST COSTCO WHSL CORP NEW COM 1.1%
Value ($000) $2,310 Shares 4,089 Est. Cost $174.78 Unrealized +204.5%
IWO ISHARES RUSSELL 2000 GROWTH ETF 1.0%
Value ($000) $2,283 Shares 10,183 Est. Cost $172.57 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 1.0%
Value ($000) $2,211 Shares 24,971 Est. Cost $58.06 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 1.0%
Value ($000) $2,157 Shares 20,668 Est. Cost $80.03 Unrealized
BF/B BROWN FORMAN CORP CL B 1.0%
Value ($000) $2,098 Shares 36,375 Est. Cost $45.48 Unrealized +38.5%
IVV ISHARES CORE S&P 500 ETF 1.0%
Value ($000) $2,085 Shares 4,855 Est. Cost $272.02 Unrealized
CAT CATERPILLAR INC COM 0.9%
Value ($000) $2,065 Shares 7,564 Est. Cost $95.90 Unrealized +172.6%
ADP AUTOMATIC DATA PROCESSING INC COM 0.9%
Value ($000) $2,046 Shares 8,506 Est. Cost $50.78 Unrealized +355.2%
EFA ISHARES MSCI EAFE ETF 0.9%
Value ($000) $1,924 Shares 27,911 Est. Cost $66.98 Unrealized
ABT ABBOTT LABS COM 0.9%
Value ($000) $1,919 Shares 19,811 Est. Cost $40.39 Unrealized +148.7%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.8%
Value ($000) $1,857 Shares 12,233 Est. Cost $103.27 Unrealized
BP BP PLC SPONSORED ADR 0.8%
Value ($000) $1,719 Shares 44,396 Est. Cost $34.79 Unrealized
META META PLATFORMS INC CL A 0.8%
Value ($000) $1,690 Shares 5,631 Est. Cost $163.45 Unrealized +83.1%
MRK MERCK & CO INC COM 0.7%
Value ($000) $1,602 Shares 15,562 Est. Cost $50.79 Unrealized +96.6%
VOE VANGUARD MID-CAP VALUE ETF 0.7%
Value ($000) $1,581 Shares 12,073 Est. Cost $85.96 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.7%
Value ($000) $1,562 Shares 41,150 Est. Cost $42.58 Unrealized
DIS DISNEY WALT CO COM 0.7%
Value ($000) $1,551 Shares 19,131 Est. Cost $93.77 Unrealized -11.0%
MCD MCDONALDS CORP COM 0.7%
Value ($000) $1,537 Shares 5,835 Est. Cost $105.04 Unrealized +156.6%
INTC INTEL CORP COM 0.7%
Value ($000) $1,525 Shares 42,886 Est. Cost $31.44 Unrealized +8.8%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.7%
Value ($000) $1,504 Shares 20,822 Est. Cost $92.89 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.6%
Value ($000) $1,413 Shares 10,800 Est. Cost $107.01 Unrealized +20.0%
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.6%
Value ($000) $1,390 Shares 22,945 Est. Cost $41.83 Unrealized
KO COCA COLA CO COM 0.6%
Value ($000) $1,344 Shares 24,006 Est. Cost $32.37 Unrealized +72.2%
CRM SALESFORCE INC COM 0.6%
Value ($000) $1,281 Shares 6,316 Est. Cost $159.25 Unrealized +34.0%
BAC BANK AMERICA CORP COM 0.6%
Value ($000) $1,267 Shares 46,259 Est. Cost $25.70 Unrealized +8.2%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.6%
Value ($000) $1,253 Shares 10,195 Est. Cost $57.32 Unrealized
T AT&T INC COM 0.6%
Value ($000) $1,250 Shares 83,214 Est. Cost $14.90 Unrealized -13.1%
ORCL ORACLE CORP COM 0.5%
Value ($000) $1,199 Shares 11,319 Est. Cost $39.76 Unrealized +183.7%
BF/A BROWN FORMAN CORP CL A 0.5%
Value ($000) $1,182 Shares 20,351 Est. Cost $26.87 Unrealized +139.2%
V VISA INC COM CL A 0.5%
Value ($000) $1,161 Shares 5,046 Est. Cost $162.50 Unrealized +45.3%
CMCSA COMCAST CORP NEW CL A 0.5%
Value ($000) $1,150 Shares 25,940 Est. Cost $32.44 Unrealized +27.9%
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 0.5%
Value ($000) $1,130 Shares 26,535 Est. Cost $33.97 Unrealized
CSCO CISCO SYS INC COM 0.5%
Value ($000) $1,117 Shares 20,774 Est. Cost $31.76 Unrealized +58.4%
RWR SPDR DOW JONES REIT ETF 0.5%
Value ($000) $1,115 Shares 13,439 Est. Cost $90.51 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.5%
Value ($000) $1,110 Shares 12,574 Est. Cost $59.89 Unrealized +39.5%
WMT WALMART INC COM 0.5%
Value ($000) $1,107 Shares 6,924 Est. Cost $28.32 Unrealized +83.0%
AMAT APPLIED MATLS INC COM 0.5%
Value ($000) $1,092 Shares 7,886 Est. Cost $42.54 Unrealized +230.0%
QQQ INVESCO QQQ TRUST SERIES I 0.5%
Value ($000) $1,090 Shares 3,041 Est. Cost $266.81 Unrealized
UNP UNION PAC CORP COM 0.5%
Value ($000) $1,065 Shares 5,232 Est. Cost $117.24 Unrealized +75.8%
F FORD MTR CO DEL COM 0.5%
Value ($000) $1,063 Shares 85,588 Est. Cost $8.43 Unrealized +31.6%
BMY BRISTOL-MYERS SQUIBB CO COM 0.5%
Value ($000) $1,063 Shares 18,310 Est. Cost $41.83 Unrealized +29.9%
IBM INTERNATIONAL BUSINESS MACHS COM 0.5%
Value ($000) $1,055 Shares 7,522 Est. Cost $111.50 Unrealized +18.2%
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF 0.5%
Value ($000) $999 Shares 14,967 Est. Cost $55.83 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.4%
Value ($000) $987 Shares 30,439 Est. Cost $33.80 Unrealized -14.2%
WALGREENS BOOTS ALLIANCE INC COM 0.4%
Value ($000) $972 Shares 43,688 Est. Cost $54.40 Unrealized
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.4%
Value ($000) $951 Shares 13,142 Est. Cost $85.83 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.4%
Value ($000) $950 Shares 10,368 Est. Cost $107.75 Unrealized
RTX RTX CORPORATION COM 0.4%
Value ($000) $949 Shares 13,191 Est. Cost $62.01 Unrealized +31.0%
LLY ELI LILLY & CO COM 0.4%
Value ($000) $945 Shares 1,760 Est. Cost $73.70 Unrealized +587.7%
TIP ISHARES TIPS BOND ETF 0.4%
Value ($000) $922 Shares 8,888 Est. Cost $116.50 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.4%
Value ($000) $911 Shares 8,237 Est. Cost $62.58 Unrealized +41.7%
TGT TARGET CORP COM 0.4%
Value ($000) $868 Shares 7,847 Est. Cost $81.58 Unrealized +42.7%
STZ CONSTELLATION BRANDS INC CL A 0.4%
Value ($000) $836 Shares 3,328 Est. Cost $119.27 Unrealized +109.0%
UNH UNITEDHEALTH GROUP INC COM 0.4%
Value ($000) $835 Shares 1,657 Est. Cost $261.01 Unrealized +80.0%
MA MASTERCARD INCORPORATED CL A 0.4%
Value ($000) $834 Shares 2,107 Est. Cost $168.03 Unrealized +135.8%
SHW SHERWIN WILLIAMS CO COM 0.4%
Value ($000) $834 Shares 3,270 Est. Cost $234.27 Unrealized +11.9%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.4%
Value ($000) $834 Shares 16,078 Est. Cost $53.90 Unrealized
DHR DANAHER CORPORATION COM 0.4%
Value ($000) $827 Shares 3,333 Est. Cost $185.65 Unrealized +18.6%
BA BOEING CO COM 0.4%
Value ($000) $819 Shares 4,272 Est. Cost $201.23 Unrealized +8.7%
IWR ISHARES RUSSELL MIDCAP ETF 0.4%
Value ($000) $816 Shares 11,790 Est. Cost $82.47 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.4%
Value ($000) $796 Shares 6,487 Est. Cost $60.94 Unrealized +88.8%
ITW ILLINOIS TOOL WKS INC COM 0.4%
Value ($000) $792 Shares 3,438 Est. Cost $98.34 Unrealized +134.0%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.3%
Value ($000) $738 Shares 10,066 Est. Cost $92.39 Unrealized
PM PHILIP MORRIS INTL INC COM 0.3%
Value ($000) $726 Shares 7,842 Est. Cost $59.91 Unrealized +43.9%
NFLX NETFLIX INC COM 0.3%
Value ($000) $699 Shares 1,850 Est. Cost $37.36 Unrealized +13.5%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $676 Shares 11,807 Est. Cost $55.87 Unrealized +15.3%
TSLA TESLA INC COM 0.3%
Value ($000) $660 Shares 2,637 Est. Cost $245.20 Unrealized +4.8%
AXP AMERICAN EXPRESS CO COM 0.3%
Value ($000) $651 Shares 4,365 Est. Cost $78.69 Unrealized +101.9%
JCI JOHNSON CTLS INTL PLC SHS 0.3%
Value ($000) $624 Shares 11,718 Est. Cost $34.50 Unrealized +71.5%
MMM 3M CO COM 0.3%
Value ($000) $613 Shares 6,544 Est. Cost $105.93 Unrealized -24.9%
CHDN CHURCHILL DOWNS INC COM 0.3%
Value ($000) $612 Shares 5,278 Est. Cost $99.37 Unrealized +23.3%
QCOM QUALCOMM INC COM 0.3%
Value ($000) $606 Shares 5,456 Est. Cost $49.54 Unrealized +122.2%
C CITIGROUP INC COM NEW 0.3%
Value ($000) $583 Shares 14,171 Est. Cost $48.70 Unrealized -16.9%
KR KROGER CO COM 0.3%
Value ($000) $579 Shares 12,949 Est. Cost $27.34 Unrealized +63.3%
CVS CVS HEALTH CORP COM 0.3%
Value ($000) $559 Shares 8,005 Est. Cost $55.53 Unrealized +16.3%
SO SOUTHERN CO COM 0.3%
Value ($000) $555 Shares 8,569 Est. Cost $33.94 Unrealized +87.9%
REAVES UTIL INCOME FD COM SH BEN INT 0.3%
Value ($000) $554 Shares 22,487 Est. Cost $33.51 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.3%
Value ($000) $553 Shares 3,130 Est. Cost $200.79 Unrealized
COHEN & STEERS INFRASTRUCTURE COM 0.2%
Value ($000) $541 Shares 27,628 Est. Cost $27.83 Unrealized
SYBT STOCK YDS BANCORP INC COM 0.2%
Value ($000) $538 Shares 13,694 Est. Cost $40.78 Unrealized +11.0%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $531 Shares 1 Est. Cost $431815.88 Unrealized +24.8%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $520 Shares 5,388 Est. Cost $54.84 Unrealized +66.2%
BLACKROCK INC COM 0.2%
Value ($000) $511 Shares 790 Est. Cost $512.48 Unrealized
NET CLOUDFLARE INC CL A COM 0.2%
Value ($000) $466 Shares 7,400 Est. Cost $94.81 Unrealized -32.5%
CMI CUMMINS INC COM 0.2%
Value ($000) $457 Shares 2,000 Est. Cost $149.70 Unrealized +52.7%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.2%
Value ($000) $457 Shares 16,690 Est. Cost $21.98 Unrealized
PSA PUBLIC STORAGE COM 0.2%
Value ($000) $453 Shares 1,720 Est. Cost $185.97 Unrealized +36.4%
IVE ISHARES S&P 500 VALUE ETF 0.2%
Value ($000) $453 Shares 2,946 Est. Cost $120.81 Unrealized
GLD SPDR GOLD SHARES 0.2%
Value ($000) $445 Shares 2,595 Est. Cost $140.45 Unrealized
RPM RPM INTL INC COM 0.2%
Value ($000) $442 Shares 4,660 Est. Cost $88.51 Unrealized +10.1%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $435 Shares 2,355 Est. Cost $134.41 Unrealized +29.3%
PZZA PAPA JOHNS INTL INC COM 0.2%
Value ($000) $430 Shares 6,301 Est. Cost $61.15 Unrealized +14.1%
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $425 Shares 10,110 Est. Cost $31.76 Unrealized +14.7%
IDXX IDEXX LABS INC COM 0.2%
Value ($000) $410 Shares 937 Est. Cost $141.94 Unrealized +251.3%
EW EDWARDS LIFESCIENCES CORP COM 0.2%
Value ($000) $410 Shares 5,913 Est. Cost $60.72 Unrealized +32.4%
DG DOLLAR GEN CORP NEW COM 0.2%
Value ($000) $408 Shares 3,852 Est. Cost $158.09 Unrealized -10.4%
DOV DOVER CORP COM 0.2%
Value ($000) $407 Shares 2,916 Est. Cost $45.15 Unrealized +210.9%
OMC OMNICOM GROUP INC COM 0.2%
Value ($000) $404 Shares 5,423 Est. Cost $49.71 Unrealized +52.6%
ALB ALBEMARLE CORP COM 0.2%
Value ($000) $393 Shares 2,312 Est. Cost $191.29 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC CL B 0.2%
Value ($000) $392 Shares 2,514 Est. Cost $98.79 Unrealized +53.5%
WAT WATERS CORP COM 0.2%
Value ($000) $387 Shares 1,412 Est. Cost $99.58 Unrealized +177.5%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.2%
Value ($000) $385 Shares 5,126 Est. Cost $79.56 Unrealized
APD AIR PRODS & CHEMS INC COM 0.2%
Value ($000) $383 Shares 1,350 Est. Cost $61.55 Unrealized +346.6%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $370 Shares 730 Est. Cost $336.38 Unrealized +57.2%
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF 0.2%
Value ($000) $367 Shares 9,235 Est. Cost $42.91 Unrealized
USB US BANCORP DEL COM NEW 0.2%
Value ($000) $356 Shares 10,757 Est. Cost $29.43 Unrealized +10.4%
ORLY OREILLY AUTOMOTIVE INC COM 0.2%
Value ($000) $354 Shares 389 Est. Cost $36.20 Unrealized +73.3%
NVO NOVO-NORDISK A S ADR 0.2%
Value ($000) $339 Shares 3,728 Est. Cost $113.14 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.1%
Value ($000) $325 Shares 6,060 Est. Cost $54.70 Unrealized
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $315 Shares 5,381 Est. Cost $67.77 Unrealized -4.1%
FCX FREEPORT-MCMORAN INC CL B 0.1%
Value ($000) $314 Shares 8,409 Est. Cost $29.10 Unrealized +34.1%
SHEL SHELL PLC SPON ADS 0.1%
Value ($000) $312 Shares 4,842 Est. Cost $54.86 Unrealized
PARAMOUNT GLOBAL CLASS B COM 0.1%
Value ($000) $310 Shares 24,026 Est. Cost $28.85 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.1%
Value ($000) $297 Shares 2,835 Est. Cost $106.97 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $297 Shares 1,429 Est. Cost $158.45 Unrealized +35.6%
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 0.1%
Value ($000) $292 Shares 5,164 Est. Cost $64.27 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $291 Shares 1,239 Est. Cost $212.13 Unrealized
FQAL FIDELITY QUALITY FACTOR ETF 0.1%
Value ($000) $288 Shares 5,850 Est. Cost $47.96 Unrealized
PH PARKER-HANNIFIN CORP COM 0.1%
Value ($000) $287 Shares 736 Est. Cost $331.60 Unrealized +18.0%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.1%
Value ($000) $279 Shares 1,997 Est. Cost $119.29 Unrealized
SYY SYSCO CORP COM 0.1%
Value ($000) $278 Shares 4,208 Est. Cost $68.04 Unrealized -1.5%
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $277 Shares 5,608 Est. Cost $60.32 Unrealized
IP INTERNATIONAL PAPER CO COM 0.1%
Value ($000) $275 Shares 7,761 Est. Cost $32.47 Unrealized -5.5%
PPG PPG INDS INC COM 0.1%
Value ($000) $273 Shares 2,100 Est. Cost $86.36 Unrealized +54.0%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $271 Shares 3,749 Est. Cost $65.63 Unrealized
OTTR OTTER TAIL CORP COM 0.1%
Value ($000) $265 Shares 3,491 Est. Cost $77.16 Unrealized 0.0%
FXZ FIRST TRUST MATERIALS ALPHADEX FUND 0.1%
Value ($000) $264 Shares 4,189 Est. Cost $49.24 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.1%
Value ($000) $256 Shares 2,334 Est. Cost $136.93 Unrealized
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $256 Shares 3,410 Est. Cost $58.15 Unrealized +21.6%
MOO VANECK AGRIBUSINESS ETF 0.1%
Value ($000) $253 Shares 3,209 Est. Cost $66.42 Unrealized
DAR DARLING INGREDIENTS INC COM 0.1%
Value ($000) $252 Shares 4,827 Est. Cost $71.55 Unrealized -12.7%
DOW DOW INC COM 0.1%
Value ($000) $252 Shares 4,883 Est. Cost $46.95 Unrealized -1.4%
CINF CINCINNATI FINL CORP COM 0.1%
Value ($000) $244 Shares 2,389 Est. Cost $67.52 Unrealized +45.6%
ADBE ADOBE INC COM 0.1%
Value ($000) $242 Shares 475 Est. Cost $402.84 Unrealized +30.2%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.1%
Value ($000) $242 Shares 1,352 Est. Cost $144.85 Unrealized +17.6%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $240 Shares 5,862 Est. Cost $32.33 Unrealized +25.9%
DOC HEALTHPEAK PROPERTIES INC COM 0.1%
Value ($000) $237 Shares 12,903 Est. Cost $25.10 Unrealized -29.7%
HASI HANNON ARMSTRONG SUST INFR CAP COM 0.1%
Value ($000) $235 Shares 11,105 Est. Cost $18.87 Unrealized +9.8%
AMKR AMKOR TECHNOLOGY INC COM 0.1%
Value ($000) $231 Shares 10,200 Est. Cost $22.30 Unrealized +13.1%
YUM YUM BRANDS INC COM 0.1%
Value ($000) $229 Shares 1,835 Est. Cost $114.06 Unrealized +10.1%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $228 Shares 518 Est. Cost $299.82 Unrealized +40.7%
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $226 Shares 13,635 Est. Cost $10.67 Unrealized +42.9%
FDVV FIDELITY HIGH DIVIDEND ETF 0.1%
Value ($000) $222 Shares 5,743 Est. Cost $35.71 Unrealized
OGN ORGANON & CO COMMON STOCK 0.1%
Value ($000) $219 Shares 12,642 Est. Cost $22.73 Unrealized -18.4%
GGG GRACO INC COM 0.1%
Value ($000) $219 Shares 3,000 Est. Cost $63.99 Unrealized +19.6%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $218 Shares 5,563 Est. Cost $39.05 Unrealized
DKS DICKS SPORTING GOODS INC COM 0.1%
Value ($000) $217 Shares 2,000 Est. Cost $93.81 Unrealized +27.3%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.1%
Value ($000) $208 Shares 2,056 Est. Cost $100.93 Unrealized
CSX CSX CORP COM 0.1%
Value ($000) $203 Shares 6,616 Est. Cost $30.43 Unrealized +0.5%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $202 Shares 1,232 Est. Cost $173.89 Unrealized
IYF ISHARES U.S. FINANCIALS ETF 0.1%
Value ($000) $201 Shares 2,694 Est. Cost $74.61 Unrealized
CARROLS RESTAURANT GROUP INC COM 0.0%
Value ($000) $73 Shares 11,086 Est. Cost $1.92 Unrealized
DANIMER SCIENTIFIC INC COM CL A 0.0%
Value ($000) $61 Shares 29,700 Est. Cost $4.55 Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $61 Shares 43,121 Est. Cost $3.82 Unrealized -55.7%
MYMD PHARMACEUTICALS INC COM 0.0%
Value ($000) $26 Shares 43,500 Est. Cost $0.59 Unrealized