Atlas Brown,Inc. Diversified Active

CIK: 0001388168 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 18, 2024

Total Value ($000): $241,269 (100.0% shares, 0.0% debt)

Holdings (189)

AAPL APPLE INC COM 6.0%
Value ($000) $14,488 Shares 75,252 Est. Cost $87.99 Unrealized +107.8%
NVDA NVIDIA CORPORATION COM 3.8%
Value ($000) $9,228 Shares 18,634 Est. Cost $18.66 Unrealized +148.2%
MSFT MICROSOFT CORP COM 3.5%
Value ($000) $8,534 Shares 22,695 Est. Cost $79.41 Unrealized +341.2%
VTI VANGUARD TOTAL STOCK MARKET ETF 3.1%
Value ($000) $7,536 Shares 31,770 Est. Cost $154.70 Unrealized
JNJ JOHNSON & JOHNSON COM 2.1%
Value ($000) $5,039 Shares 32,151 Est. Cost $76.08 Unrealized +88.7%
PG PROCTER AND GAMBLE CO COM 2.1%
Value ($000) $5,021 Shares 34,264 Est. Cost $65.83 Unrealized +113.6%
ABBV ABBVIE INC COM 1.9%
Value ($000) $4,652 Shares 30,021 Est. Cost $54.88 Unrealized +147.3%
JPM JPMORGAN CHASE & CO COM 1.9%
Value ($000) $4,520 Shares 26,572 Est. Cost $71.78 Unrealized +101.9%
XOM EXXON MOBIL CORP COM 1.8%
Value ($000) $4,308 Shares 43,085 Est. Cost $53.31 Unrealized +83.0%
AMZN AMAZON COM INC COM 1.6%
Value ($000) $3,970 Shares 26,127 Est. Cost $120.50 Unrealized +16.3%
PEP PEPSICO INC COM 1.6%
Value ($000) $3,934 Shares 23,163 Est. Cost $71.82 Unrealized +114.1%
CVX CHEVRON CORP NEW COM 1.6%
Value ($000) $3,834 Shares 25,705 Est. Cost $70.07 Unrealized +96.6%
SPY SPDR S&P 500 ETF TRUST 1.6%
Value ($000) $3,804 Shares 8,003 Est. Cost $392.65 Unrealized
HUM HUMANA INC COM 1.6%
Value ($000) $3,791 Shares 8,281 Est. Cost $239.97 Unrealized +99.9%
HD HOME DEPOT INC COM 1.6%
Value ($000) $3,776 Shares 10,895 Est. Cost $152.46 Unrealized +92.7%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 1.4%
Value ($000) $3,481 Shares 33,322 Est. Cost $105.10 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 1.4%
Value ($000) $3,381 Shares 45,016 Est. Cost $76.24 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.3%
Value ($000) $3,241 Shares 10,691 Est. Cost $91.53 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 1.3%
Value ($000) $3,229 Shares 20,790 Est. Cost $115.44 Unrealized
VTV VANGUARD VALUE ETF 1.3%
Value ($000) $3,053 Shares 20,418 Est. Cost $82.32 Unrealized
COST COSTCO WHSL CORP NEW COM 1.1%
Value ($000) $2,682 Shares 4,063 Est. Cost $174.78 Unrealized +228.1%
IWO ISHARES RUSSELL 2000 GROWTH ETF 1.1%
Value ($000) $2,666 Shares 10,570 Est. Cost $175.49 Unrealized
GOOG ALPHABET INC CAP STK CL C 1.1%
Value ($000) $2,620 Shares 18,591 Est. Cost $107.73 Unrealized +25.0%
IVV ISHARES CORE S&P 500 ETF 1.1%
Value ($000) $2,577 Shares 5,396 Est. Cost $292.64 Unrealized
TJX TJX COS INC NEW COM 1.0%
Value ($000) $2,525 Shares 26,920 Est. Cost $37.62 Unrealized +132.0%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 1.0%
Value ($000) $2,414 Shares 20,755 Est. Cost $80.03 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.0%
Value ($000) $2,379 Shares 6,671 Est. Cost $180.70 Unrealized +94.2%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 1.0%
Value ($000) $2,351 Shares 24,691 Est. Cost $58.06 Unrealized
CAT CATERPILLAR INC COM 0.9%
Value ($000) $2,226 Shares 7,529 Est. Cost $95.90 Unrealized +162.0%
ABT ABBOTT LABS COM 0.9%
Value ($000) $2,181 Shares 19,811 Est. Cost $40.39 Unrealized +137.9%
INTC INTEL CORP COM 0.9%
Value ($000) $2,156 Shares 42,912 Est. Cost $31.44 Unrealized +27.3%
EFA ISHARES MSCI EAFE ETF 0.9%
Value ($000) $2,100 Shares 27,869 Est. Cost $66.98 Unrealized
BF/B BROWN FORMAN CORP CL B 0.9%
Value ($000) $2,091 Shares 36,626 Est. Cost $45.48 Unrealized +19.6%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.8%
Value ($000) $2,033 Shares 12,302 Est. Cost $103.27 Unrealized
META META PLATFORMS INC CL A 0.8%
Value ($000) $1,989 Shares 5,619 Est. Cost $163.45 Unrealized +97.9%
ADP AUTOMATIC DATA PROCESSING INC COM 0.8%
Value ($000) $1,982 Shares 8,506 Est. Cost $50.78 Unrealized +337.2%
PFE PFIZER INC COM 0.8%
Value ($000) $1,927 Shares 66,946 Est. Cost $24.27 Unrealized +8.8%
DIS DISNEY WALT CO COM 0.7%
Value ($000) $1,768 Shares 19,581 Est. Cost $93.60 Unrealized -7.9%
VOE VANGUARD MID-CAP VALUE ETF 0.7%
Value ($000) $1,734 Shares 11,958 Est. Cost $85.96 Unrealized
MCD MCDONALDS CORP COM 0.7%
Value ($000) $1,731 Shares 5,836 Est. Cost $105.04 Unrealized +146.3%
MRK MERCK & CO INC COM 0.7%
Value ($000) $1,690 Shares 15,500 Est. Cost $50.79 Unrealized +90.6%
CRM SALESFORCE INC COM 0.7%
Value ($000) $1,681 Shares 6,389 Est. Cost $159.99 Unrealized +39.8%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.7%
Value ($000) $1,660 Shares 41,291 Est. Cost $42.58 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.7%
Value ($000) $1,644 Shares 20,757 Est. Cost $92.89 Unrealized
BP BP PLC SPONSORED ADR 0.7%
Value ($000) $1,580 Shares 44,632 Est. Cost $34.79 Unrealized
BAC BANK AMERICA CORP COM 0.7%
Value ($000) $1,572 Shares 46,685 Est. Cost $25.70 Unrealized +7.4%
GOOGL ALPHABET INC CAP STK CL A 0.6%
Value ($000) $1,504 Shares 10,770 Est. Cost $107.01 Unrealized +24.6%
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.6%
Value ($000) $1,471 Shares 22,735 Est. Cost $41.83 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.6%
Value ($000) $1,427 Shares 9,935 Est. Cost $57.32 Unrealized
KO COCA COLA CO COM 0.6%
Value ($000) $1,412 Shares 23,960 Est. Cost $32.37 Unrealized +64.5%
T AT&T INC COM 0.6%
Value ($000) $1,402 Shares 83,574 Est. Cost $14.90 Unrealized -4.6%
QQQ INVESCO QQQ TRUST SERIES I 0.6%
Value ($000) $1,389 Shares 3,393 Est. Cost $281.61 Unrealized
V VISA INC COM CL A 0.5%
Value ($000) $1,314 Shares 5,047 Est. Cost $162.50 Unrealized +49.3%
AMAT APPLIED MATLS INC COM 0.5%
Value ($000) $1,294 Shares 7,986 Est. Cost $43.81 Unrealized +229.0%
RWR SPDR DOW JONES REIT ETF 0.5%
Value ($000) $1,282 Shares 13,448 Est. Cost $90.51 Unrealized
UNP UNION PAC CORP COM 0.5%
Value ($000) $1,243 Shares 5,061 Est. Cost $117.24 Unrealized +78.5%
VZ VERIZON COMMUNICATIONS INC COM 0.5%
Value ($000) $1,226 Shares 32,524 Est. Cost $33.62 Unrealized -7.8%
DUK DUKE ENERGY CORP NEW COM NEW 0.5%
Value ($000) $1,217 Shares 12,542 Est. Cost $59.89 Unrealized +40.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.5%
Value ($000) $1,214 Shares 7,426 Est. Cost $111.50 Unrealized +26.9%
BF/A BROWN FORMAN CORP CL A 0.5%
Value ($000) $1,213 Shares 20,351 Est. Cost $26.87 Unrealized +107.9%
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 0.5%
Value ($000) $1,187 Shares 26,604 Est. Cost $33.97 Unrealized
ORCL ORACLE CORP COM 0.5%
Value ($000) $1,185 Shares 11,235 Est. Cost $39.76 Unrealized +168.4%
BA BOEING CO COM 0.5%
Value ($000) $1,166 Shares 4,473 Est. Cost $201.80 Unrealized +6.0%
CMCSA COMCAST CORP NEW CL A 0.5%
Value ($000) $1,136 Shares 25,897 Est. Cost $32.44 Unrealized +23.6%
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF 0.5%
Value ($000) $1,115 Shares 15,154 Est. Cost $56.05 Unrealized
RTX RTX CORPORATION COM 0.5%
Value ($000) $1,113 Shares 13,228 Est. Cost $62.01 Unrealized +22.0%
TGT TARGET CORP COM 0.5%
Value ($000) $1,107 Shares 7,775 Est. Cost $81.58 Unrealized +38.6%
WMT WALMART INC COM 0.4%
Value ($000) $1,081 Shares 6,856 Est. Cost $28.32 Unrealized +82.4%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.4%
Value ($000) $1,080 Shares 12,966 Est. Cost $85.83 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.4%
Value ($000) $1,062 Shares 8,322 Est. Cost $62.88 Unrealized +45.5%
CSCO CISCO SYS INC COM 0.4%
Value ($000) $1,052 Shares 20,825 Est. Cost $31.76 Unrealized +51.0%
LLY ELI LILLY & CO COM 0.4%
Value ($000) $1,026 Shares 1,760 Est. Cost $73.70 Unrealized +680.4%
F FORD MTR CO DEL COM 0.4%
Value ($000) $1,013 Shares 83,124 Est. Cost $8.43 Unrealized +14.2%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.4%
Value ($000) $1,006 Shares 10,438 Est. Cost $107.75 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.4%
Value ($000) $1,005 Shares 6,489 Est. Cost $60.94 Unrealized +96.8%
SHW SHERWIN WILLIAMS CO COM 0.4%
Value ($000) $973 Shares 3,120 Est. Cost $234.27 Unrealized +12.7%
BMY BRISTOL-MYERS SQUIBB CO COM 0.4%
Value ($000) $927 Shares 18,064 Est. Cost $41.83 Unrealized +12.4%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.4%
Value ($000) $907 Shares 16,148 Est. Cost $53.90 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.4%
Value ($000) $902 Shares 11,610 Est. Cost $82.47 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.4%
Value ($000) $901 Shares 3,438 Est. Cost $98.34 Unrealized +131.2%
MA MASTERCARD INCORPORATED CL A 0.4%
Value ($000) $899 Shares 2,107 Est. Cost $168.03 Unrealized +136.3%
NFLX NETFLIX INC COM 0.4%
Value ($000) $898 Shares 1,844 Est. Cost $37.36 Unrealized +16.9%
UNH UNITEDHEALTH GROUP INC COM 0.4%
Value ($000) $873 Shares 1,658 Est. Cost $261.01 Unrealized +95.9%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.3%
Value ($000) $837 Shares 10,004 Est. Cost $92.39 Unrealized
AXP AMERICAN EXPRESS CO COM 0.3%
Value ($000) $818 Shares 4,365 Est. Cost $78.69 Unrealized +99.5%
WALGREENS BOOTS ALLIANCE INC COM 0.3%
Value ($000) $811 Shares 31,043 Est. Cost $54.40 Unrealized
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $803 Shares 13,217 Est. Cost $55.61 Unrealized -3.9%
STZ CONSTELLATION BRANDS INC CL A 0.3%
Value ($000) $799 Shares 3,306 Est. Cost $119.27 Unrealized +91.1%
QCOM QUALCOMM INC COM 0.3%
Value ($000) $783 Shares 5,412 Est. Cost $49.54 Unrealized +138.9%
DHR DANAHER CORPORATION COM 0.3%
Value ($000) $774 Shares 3,346 Est. Cost $185.65 Unrealized +13.3%
TIP ISHARES TIPS BOND ETF 0.3%
Value ($000) $758 Shares 7,050 Est. Cost $116.50 Unrealized
C CITIGROUP INC COM NEW 0.3%
Value ($000) $742 Shares 14,430 Est. Cost $48.56 Unrealized -14.9%
PM PHILIP MORRIS INTL INC COM 0.3%
Value ($000) $736 Shares 7,825 Est. Cost $59.91 Unrealized +39.7%
CHDN CHURCHILL DOWNS INC COM 0.3%
Value ($000) $712 Shares 5,278 Est. Cost $99.37 Unrealized +18.4%
JCI JOHNSON CTLS INTL PLC SHS 0.3%
Value ($000) $675 Shares 11,719 Est. Cost $34.50 Unrealized +47.0%
SYBT STOCK YDS BANCORP INC COM 0.3%
Value ($000) $662 Shares 12,860 Est. Cost $40.78 Unrealized +9.0%
PSA PUBLIC STORAGE COM 0.3%
Value ($000) $647 Shares 2,120 Est. Cost $196.70 Unrealized +23.4%
BLACKROCK INC COM 0.3%
Value ($000) $642 Shares 791 Est. Cost $512.48 Unrealized
NET CLOUDFLARE INC CL A COM 0.3%
Value ($000) $641 Shares 7,700 Est. Cost $93.84 Unrealized -25.5%
IWM ISHARES RUSSELL 2000 ETF 0.3%
Value ($000) $633 Shares 3,153 Est. Cost $200.79 Unrealized
TSLA TESLA INC COM 0.3%
Value ($000) $630 Shares 2,537 Est. Cost $245.20 Unrealized -3.1%
CVS CVS HEALTH CORP COM 0.3%
Value ($000) $628 Shares 7,951 Est. Cost $55.53 Unrealized +17.8%
SO SOUTHERN CO COM 0.3%
Value ($000) $618 Shares 8,820 Est. Cost $34.78 Unrealized +83.3%
REAVES UTIL INCOME FD COM SH BEN INT 0.2%
Value ($000) $597 Shares 22,330 Est. Cost $33.51 Unrealized
KR KROGER CO COM 0.2%
Value ($000) $592 Shares 12,949 Est. Cost $27.34 Unrealized +55.1%
COHEN & STEERS INFRASTRUCTURE COM 0.2%
Value ($000) $583 Shares 27,442 Est. Cost $27.83 Unrealized
MMM 3M CO COM 0.2%
Value ($000) $579 Shares 5,294 Est. Cost $105.93 Unrealized -28.7%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $543 Shares 1 Est. Cost $431815.88 Unrealized +23.6%
IVE ISHARES S&P 500 VALUE ETF 0.2%
Value ($000) $521 Shares 2,995 Est. Cost $121.68 Unrealized
IDXX IDEXX LABS INC COM 0.2%
Value ($000) $520 Shares 937 Est. Cost $141.94 Unrealized +230.7%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $520 Shares 5,340 Est. Cost $54.84 Unrealized +60.6%
RPM RPM INTL INC COM 0.2%
Value ($000) $513 Shares 4,600 Est. Cost $88.51 Unrealized +14.1%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $483 Shares 2,303 Est. Cost $134.41 Unrealized +28.2%
PZZA PAPA JOHNS INTL INC COM 0.2%
Value ($000) $481 Shares 6,304 Est. Cost $61.15 Unrealized +1.1%
CMI CUMMINS INC COM 0.2%
Value ($000) $479 Shares 2,000 Est. Cost $149.70 Unrealized +44.8%
OMC OMNICOM GROUP INC COM 0.2%
Value ($000) $476 Shares 5,497 Est. Cost $50.03 Unrealized +46.3%
WAT WATERS CORP COM 0.2%
Value ($000) $465 Shares 1,412 Est. Cost $99.58 Unrealized +177.4%
USB US BANCORP DEL COM NEW 0.2%
Value ($000) $464 Shares 10,722 Est. Cost $29.43 Unrealized +12.5%
EW EDWARDS LIFESCIENCES CORP COM 0.2%
Value ($000) $451 Shares 5,913 Est. Cost $60.72 Unrealized +14.6%
DOV DOVER CORP COM 0.2%
Value ($000) $449 Shares 2,916 Est. Cost $45.15 Unrealized +202.8%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.2%
Value ($000) $440 Shares 16,690 Est. Cost $21.98 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.2%
Value ($000) $417 Shares 2,651 Est. Cost $100.62 Unrealized +33.4%
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF 0.2%
Value ($000) $412 Shares 9,240 Est. Cost $42.91 Unrealized
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $405 Shares 10,028 Est. Cost $31.76 Unrealized +9.6%
PYPL PAYPAL HLDGS INC COM 0.2%
Value ($000) $403 Shares 6,568 Est. Cost $65.85 Unrealized -13.2%
PARAMOUNT GLOBAL CLASS B COM 0.2%
Value ($000) $395 Shares 26,714 Est. Cost $27.44 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.2%
Value ($000) $394 Shares 5,097 Est. Cost $79.56 Unrealized
NVO NOVO-NORDISK A S ADR 0.2%
Value ($000) $386 Shares 3,728 Est. Cost $113.14 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.2%
Value ($000) $380 Shares 400 Est. Cost $36.95 Unrealized +71.0%
GLD SPDR GOLD SHARES 0.2%
Value ($000) $375 Shares 1,963 Est. Cost $140.45 Unrealized
APD AIR PRODS & CHEMS INC COM 0.2%
Value ($000) $370 Shares 1,350 Est. Cost $61.55 Unrealized +321.1%
FCX FREEPORT-MCMORAN INC CL B 0.1%
Value ($000) $357 Shares 8,395 Est. Cost $29.10 Unrealized +23.4%
IYW ISHARES U.S. TECHNOLOGY ETF 0.1%
Value ($000) $350 Shares 2,852 Est. Cost $106.97 Unrealized
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 0.1%
Value ($000) $349 Shares 5,369 Est. Cost $64.29 Unrealized
AMKR AMKOR TECHNOLOGY INC COM 0.1%
Value ($000) $339 Shares 10,200 Est. Cost $22.30 Unrealized +13.1%
PH PARKER-HANNIFIN CORP COM 0.1%
Value ($000) $338 Shares 733 Est. Cost $331.60 Unrealized +22.8%
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $325 Shares 1,239 Est. Cost $212.13 Unrealized
FQAL FIDELITY QUALITY FACTOR ETF 0.1%
Value ($000) $322 Shares 5,933 Est. Cost $48.05 Unrealized
SHEL SHELL PLC SPON ADS 0.1%
Value ($000) $319 Shares 4,842 Est. Cost $54.86 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $318 Shares 1,429 Est. Cost $158.45 Unrealized +22.9%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.1%
Value ($000) $314 Shares 2,004 Est. Cost $119.29 Unrealized
PPG PPG INDS INC COM 0.1%
Value ($000) $314 Shares 2,100 Est. Cost $86.36 Unrealized +49.2%
HASI HANNON ARMSTRONG SUST INFR CAP COM 0.1%
Value ($000) $309 Shares 11,198 Est. Cost $18.87 Unrealized +1.6%
SYY SYSCO CORP COM 0.1%
Value ($000) $308 Shares 4,208 Est. Cost $68.04 Unrealized -4.6%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $298 Shares 3,815 Est. Cost $65.85 Unrealized
OTTR OTTER TAIL CORP COM 0.1%
Value ($000) $297 Shares 3,491 Est. Cost $77.16 Unrealized -5.5%
YUM YUM BRANDS INC COM 0.1%
Value ($000) $296 Shares 2,264 Est. Cost $115.13 Unrealized +4.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $294 Shares 554 Est. Cost $336.38 Unrealized +42.9%
DKS DICKS SPORTING GOODS INC COM 0.1%
Value ($000) $294 Shares 2,000 Est. Cost $93.81 Unrealized +23.3%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $293 Shares 5,946 Est. Cost $32.45 Unrealized +26.4%
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $293 Shares 2,152 Est. Cost $158.09 Unrealized -26.7%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.1%
Value ($000) $292 Shares 2,337 Est. Cost $136.93 Unrealized
FXZ FIRST TRUST MATERIALS ALPHADEX FUND 0.1%
Value ($000) $287 Shares 4,162 Est. Cost $49.24 Unrealized
ADBE ADOBE INC COM 0.1%
Value ($000) $283 Shares 475 Est. Cost $402.84 Unrealized +43.2%
OGN ORGANON & CO COMMON STOCK 0.1%
Value ($000) $281 Shares 19,514 Est. Cost $19.06 Unrealized -35.3%
IP INTERNATIONAL PAPER CO COM 0.1%
Value ($000) $281 Shares 7,761 Est. Cost $32.47 Unrealized -1.6%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.1%
Value ($000) $278 Shares 1,352 Est. Cost $144.85 Unrealized +23.0%
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $276 Shares 3,410 Est. Cost $58.15 Unrealized +24.2%
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $273 Shares 5,634 Est. Cost $60.32 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.1%
Value ($000) $266 Shares 1,807 Est. Cost $147.12 Unrealized
DOW DOW INC COM 0.1%
Value ($000) $264 Shares 4,805 Est. Cost $46.95 Unrealized -4.9%
GGG GRACO INC COM 0.1%
Value ($000) $260 Shares 3,000 Est. Cost $63.99 Unrealized +19.4%
DOC HEALTHPEAK PROPERTIES INC COM 0.1%
Value ($000) $254 Shares 12,825 Est. Cost $25.10 Unrealized -38.7%
CINF CINCINNATI FINL CORP COM 0.1%
Value ($000) $247 Shares 2,390 Est. Cost $67.52 Unrealized +42.3%
MOO VANECK AGRIBUSINESS ETF 0.1%
Value ($000) $244 Shares 3,202 Est. Cost $66.42 Unrealized
FDVV FIDELITY HIGH DIVIDEND ETF 0.1%
Value ($000) $243 Shares 5,756 Est. Cost $35.71 Unrealized
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $241 Shares 13,652 Est. Cost $10.67 Unrealized +43.7%
DAR DARLING INGREDIENTS INC COM 0.1%
Value ($000) $241 Shares 4,827 Est. Cost $71.55 Unrealized -36.6%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.1%
Value ($000) $239 Shares 4,354 Est. Cost $54.70 Unrealized
FRME FIRST MERCHANTS CORP COM 0.1%
Value ($000) $237 Shares 6,405 Est. Cost $28.54 Unrealized 0.0%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $237 Shares 1,232 Est. Cost $173.89 Unrealized
IYF ISHARES U.S. FINANCIALS ETF 0.1%
Value ($000) $231 Shares 2,706 Est. Cost $74.61 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.1%
Value ($000) $231 Shares 2,023 Est. Cost $100.93 Unrealized
CSX CSX CORP COM 0.1%
Value ($000) $229 Shares 6,619 Est. Cost $30.43 Unrealized +1.4%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $229 Shares 5,563 Est. Cost $39.05 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $228 Shares 965 Est. Cost $200.12 Unrealized 0.0%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.1%
Value ($000) $228 Shares 301 Est. Cost $756.92 Unrealized
EXPE EXPEDIA GROUP INC COM NEW 0.1%
Value ($000) $228 Shares 1,500 Est. Cost $121.47 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $219 Shares 1,013 Est. Cost $175.15 Unrealized 0.0%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.1%
Value ($000) $217 Shares 2,610 Est. Cost $82.97 Unrealized
KLIC KULICKE & SOFFA INDS INC COM 0.1%
Value ($000) $211 Shares 3,850 Est. Cost $46.58 Unrealized 0.0%
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.1%
Value ($000) $210 Shares 2,470 Est. Cost $84.86 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $204 Shares 2,816 Est. Cost $64.31 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $203 Shares 434 Est. Cost $299.82 Unrealized +50.8%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $202 Shares 1,278 Est. Cost $157.80 Unrealized
CARROLS RESTAURANT GROUP INC COM 0.0%
Value ($000) $88 Shares 11,114 Est. Cost $1.92 Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $79 Shares 43,131 Est. Cost $3.82 Unrealized -62.9%
DANIMER SCIENTIFIC INC COM CL A 0.0%
Value ($000) $30 Shares 29,700 Est. Cost $4.55 Unrealized
MYMD PHARMACEUTICALS INC COM 0.0%
Value ($000) $11 Shares 43,500 Est. Cost $0.59 Unrealized