Atlas Brown,Inc. Diversified Active

CIK: 0001388168 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 8, 2024

Total Value ($000): $274,710 (100.0% shares, 0.0% debt)

Holdings (204)

NVDA NVIDIA CORPORATION COM 5.7%
Value ($000) $15,754 Shares 17,436 Est. Cost $18.66 Unrealized +288.2%
AAPL APPLE INC COM 4.9%
Value ($000) $13,378 Shares 78,014 Est. Cost $91.25 Unrealized +97.5%
MSFT MICROSOFT CORP COM 3.7%
Value ($000) $10,047 Shares 23,879 Est. Cost $95.26 Unrealized +319.1%
VTI VANGUARD TOTAL STOCK MARKET ETF 3.3%
Value ($000) $9,137 Shares 35,158 Est. Cost $164.83 Unrealized
ABBV ABBVIE INC COM 2.1%
Value ($000) $5,665 Shares 31,107 Est. Cost $58.62 Unrealized +176.4%
JNJ JOHNSON & JOHNSON COM 2.0%
Value ($000) $5,473 Shares 34,599 Est. Cost $81.33 Unrealized +84.7%
PG PROCTER AND GAMBLE CO COM 2.0%
Value ($000) $5,415 Shares 33,375 Est. Cost $65.83 Unrealized +127.7%
XOM EXXON MOBIL CORP COM 1.9%
Value ($000) $5,314 Shares 45,717 Est. Cost $55.89 Unrealized +75.5%
JPM JPMORGAN CHASE & CO COM 1.9%
Value ($000) $5,292 Shares 26,423 Est. Cost $71.78 Unrealized +141.9%
AMZN AMAZON COM INC COM 1.8%
Value ($000) $4,814 Shares 26,685 Est. Cost $121.47 Unrealized +37.4%
HD HOME DEPOT INC COM 1.6%
Value ($000) $4,507 Shares 11,748 Est. Cost $166.70 Unrealized +109.1%
SPY SPDR S&P 500 ETF TRUST 1.6%
Value ($000) $4,414 Shares 8,438 Est. Cost $399.37 Unrealized
PEP PEPSICO INC COM 1.6%
Value ($000) $4,409 Shares 25,193 Est. Cost $78.71 Unrealized +99.8%
CVX CHEVRON CORP NEW COM 1.5%
Value ($000) $4,035 Shares 25,579 Est. Cost $70.07 Unrealized +98.4%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 1.4%
Value ($000) $3,782 Shares 33,131 Est. Cost $105.10 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 1.3%
Value ($000) $3,658 Shares 43,326 Est. Cost $76.24 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.3%
Value ($000) $3,627 Shares 10,761 Est. Cost $91.53 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 1.2%
Value ($000) $3,312 Shares 20,856 Est. Cost $115.44 Unrealized
VTV VANGUARD VALUE ETF 1.1%
Value ($000) $3,151 Shares 19,348 Est. Cost $82.32 Unrealized
GOOG ALPHABET INC CAP STK CL C 1.1%
Value ($000) $3,136 Shares 20,596 Est. Cost $111.19 Unrealized +28.8%
IVV ISHARES CORE S&P 500 ETF 1.1%
Value ($000) $3,102 Shares 5,900 Est. Cost $312.55 Unrealized
COST COSTCO WHSL CORP NEW COM 1.1%
Value ($000) $3,098 Shares 4,229 Est. Cost $195.66 Unrealized +261.2%
IWO ISHARES RUSSELL 2000 GROWTH ETF 1.0%
Value ($000) $2,877 Shares 10,625 Est. Cost $175.49 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.0%
Value ($000) $2,774 Shares 6,597 Est. Cost $180.70 Unrealized +117.7%
META META PLATFORMS INC CL A 1.0%
Value ($000) $2,770 Shares 5,704 Est. Cost $167.62 Unrealized +164.4%
TJX TJX COS INC NEW COM 1.0%
Value ($000) $2,737 Shares 26,983 Est. Cost $37.62 Unrealized +151.5%
CAT CATERPILLAR INC COM 1.0%
Value ($000) $2,668 Shares 7,281 Est. Cost $95.90 Unrealized +224.4%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.9%
Value ($000) $2,595 Shares 20,709 Est. Cost $80.03 Unrealized
DIS DISNEY WALT CO COM 0.9%
Value ($000) $2,516 Shares 20,562 Est. Cost $94.02 Unrealized +8.9%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.9%
Value ($000) $2,503 Shares 24,678 Est. Cost $58.06 Unrealized
ABT ABBOTT LABS COM 0.9%
Value ($000) $2,370 Shares 20,850 Est. Cost $43.90 Unrealized +152.4%
HUM HUMANA INC COM 0.8%
Value ($000) $2,224 Shares 6,416 Est. Cost $239.97 Unrealized +54.0%
EFA ISHARES MSCI EAFE ETF 0.8%
Value ($000) $2,203 Shares 27,583 Est. Cost $66.98 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.8%
Value ($000) $2,202 Shares 12,297 Est. Cost $103.27 Unrealized
MRK MERCK & CO INC COM 0.8%
Value ($000) $2,169 Shares 16,439 Est. Cost $54.50 Unrealized +112.4%
ADP AUTOMATIC DATA PROCESSING INC COM 0.8%
Value ($000) $2,125 Shares 8,509 Est. Cost $50.78 Unrealized +361.3%
CRM SALESFORCE INC COM 0.7%
Value ($000) $1,954 Shares 6,488 Est. Cost $161.90 Unrealized +76.1%
PFE PFIZER INC COM 0.7%
Value ($000) $1,948 Shares 70,182 Est. Cost $24.29 Unrealized +1.5%
INTC INTEL CORP COM 0.7%
Value ($000) $1,893 Shares 42,866 Est. Cost $31.44 Unrealized +40.1%
BF/B BROWN FORMAN CORP CL B 0.7%
Value ($000) $1,870 Shares 36,226 Est. Cost $45.48 Unrealized +16.7%
BAC BANK AMERICA CORP COM 0.7%
Value ($000) $1,790 Shares 47,207 Est. Cost $25.78 Unrealized +27.2%
MCD MCDONALDS CORP COM 0.7%
Value ($000) $1,789 Shares 6,345 Est. Cost $118.91 Unrealized +133.8%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.6%
Value ($000) $1,751 Shares 19,186 Est. Cost $92.89 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.6%
Value ($000) $1,745 Shares 11,560 Est. Cost $109.40 Unrealized +29.8%
VOE VANGUARD MID-CAP VALUE ETF 0.6%
Value ($000) $1,734 Shares 11,122 Est. Cost $85.96 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.6%
Value ($000) $1,682 Shares 40,948 Est. Cost $42.58 Unrealized
AMAT APPLIED MATLS INC COM 0.6%
Value ($000) $1,648 Shares 7,992 Est. Cost $43.81 Unrealized +311.7%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.6%
Value ($000) $1,595 Shares 10,237 Est. Cost $60.23 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.6%
Value ($000) $1,585 Shares 16,749 Est. Cost $102.82 Unrealized
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.6%
Value ($000) $1,579 Shares 22,636 Est. Cost $41.83 Unrealized
T AT&T INC COM 0.6%
Value ($000) $1,572 Shares 89,315 Est. Cost $14.95 Unrealized +4.5%
QQQ INVESCO QQQ TRUST SERIES I 0.6%
Value ($000) $1,554 Shares 3,500 Est. Cost $286.57 Unrealized
GE GE AEROSPACE COM NEW 0.6%
Value ($000) $1,539 Shares 8,766 Est. Cost $65.59 Unrealized +77.5%
BP BP PLC SPONSORED ADR 0.6%
Value ($000) $1,538 Shares 40,821 Est. Cost $34.79 Unrealized
LLY ELI LILLY & CO COM 0.5%
Value ($000) $1,502 Shares 1,931 Est. Cost $129.38 Unrealized +443.0%
V VISA INC COM CL A 0.5%
Value ($000) $1,502 Shares 5,381 Est. Cost $169.32 Unrealized +60.9%
KO COCA COLA CO COM 0.5%
Value ($000) $1,448 Shares 23,663 Est. Cost $32.37 Unrealized +75.2%
ORCL ORACLE CORP COM 0.5%
Value ($000) $1,412 Shares 11,245 Est. Cost $39.76 Unrealized +182.6%
VZ VERIZON COMMUNICATIONS INC COM 0.5%
Value ($000) $1,388 Shares 33,084 Est. Cost $33.66 Unrealized +6.7%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.5%
Value ($000) $1,383 Shares 23,582 Est. Cost $55.40 Unrealized
CMCSA COMCAST CORP NEW CL A 0.5%
Value ($000) $1,372 Shares 31,654 Est. Cost $33.93 Unrealized +19.8%
TGT TARGET CORP COM 0.5%
Value ($000) $1,349 Shares 7,613 Est. Cost $81.58 Unrealized +74.1%
IBM INTERNATIONAL BUSINESS MACHS COM 0.5%
Value ($000) $1,322 Shares 6,924 Est. Cost $111.50 Unrealized +54.8%
UNP UNION PAC CORP COM 0.5%
Value ($000) $1,299 Shares 5,283 Est. Cost $122.22 Unrealized +92.8%
IWR ISHARES RUSSELL MIDCAP ETF 0.5%
Value ($000) $1,298 Shares 15,430 Est. Cost $82.87 Unrealized
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF 0.5%
Value ($000) $1,265 Shares 16,101 Est. Cost $57.38 Unrealized
RWR SPDR DOW JONES REIT ETF 0.5%
Value ($000) $1,262 Shares 13,394 Est. Cost $90.51 Unrealized
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 0.5%
Value ($000) $1,254 Shares 26,353 Est. Cost $33.97 Unrealized
WMT WALMART INC COM 0.5%
Value ($000) $1,254 Shares 20,834 Est. Cost $46.92 Unrealized +19.4%
RTX RTX CORPORATION COM 0.5%
Value ($000) $1,251 Shares 12,826 Est. Cost $62.01 Unrealized +40.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.4%
Value ($000) $1,142 Shares 11,807 Est. Cost $59.89 Unrealized +47.7%
NFLX NETFLIX INC COM 0.4%
Value ($000) $1,142 Shares 1,880 Est. Cost $37.72 Unrealized +49.5%
F FORD MTR CO DEL COM 0.4%
Value ($000) $1,108 Shares 83,399 Est. Cost $8.43 Unrealized +26.8%
CSCO CISCO SYS INC COM 0.4%
Value ($000) $1,098 Shares 21,995 Est. Cost $32.58 Unrealized +44.9%
SHW SHERWIN WILLIAMS CO COM 0.4%
Value ($000) $1,084 Shares 3,122 Est. Cost $234.27 Unrealized +33.8%
BF/A BROWN FORMAN CORP CL A 0.4%
Value ($000) $1,078 Shares 20,351 Est. Cost $26.87 Unrealized +102.8%
ITW ILLINOIS TOOL WKS INC COM 0.4%
Value ($000) $1,071 Shares 3,990 Est. Cost $118.99 Unrealized +108.1%
PNC PNC FINL SVCS GROUP INC COM 0.4%
Value ($000) $1,049 Shares 6,492 Est. Cost $60.94 Unrealized +131.6%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.4%
Value ($000) $1,018 Shares 12,270 Est. Cost $85.83 Unrealized
MA MASTERCARD INCORPORATED CL A 0.4%
Value ($000) $1,017 Shares 2,112 Est. Cost $168.03 Unrealized +169.4%
AXP AMERICAN EXPRESS CO COM 0.4%
Value ($000) $1,003 Shares 4,405 Est. Cost $78.69 Unrealized +157.9%
BMY BRISTOL-MYERS SQUIBB CO COM 0.4%
Value ($000) $965 Shares 17,795 Est. Cost $41.83 Unrealized +10.4%
STZ CONSTELLATION BRANDS INC CL A 0.3%
Value ($000) $899 Shares 3,307 Est. Cost $119.27 Unrealized +104.1%
IWM ISHARES RUSSELL 2000 ETF 0.3%
Value ($000) $895 Shares 4,257 Est. Cost $203.25 Unrealized
BA BOEING CO COM 0.3%
Value ($000) $880 Shares 4,559 Est. Cost $201.87 Unrealized +1.8%
BLACKROCK INC COM 0.3%
Value ($000) $877 Shares 1,052 Est. Cost $592.24 Unrealized
DHR DANAHER CORPORATION COM 0.3%
Value ($000) $848 Shares 3,396 Est. Cost $186.47 Unrealized +29.5%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $848 Shares 13,263 Est. Cost $55.61 Unrealized -0.4%
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $832 Shares 1,682 Est. Cost $264.26 Unrealized +85.0%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.3%
Value ($000) $824 Shares 9,450 Est. Cost $92.39 Unrealized
NET CLOUDFLARE INC CL A COM 0.3%
Value ($000) $821 Shares 8,483 Est. Cost $93.54 Unrealized -3.2%
JCI JOHNSON CTLS INTL PLC SHS 0.3%
Value ($000) $766 Shares 11,724 Est. Cost $34.50 Unrealized +64.1%
KR KROGER CO COM 0.3%
Value ($000) $740 Shares 12,954 Est. Cost $27.34 Unrealized +73.1%
TIP ISHARES TIPS BOND ETF 0.3%
Value ($000) $734 Shares 6,835 Est. Cost $116.50 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.3%
Value ($000) $692 Shares 613 Est. Cost $48.41 Unrealized +44.5%
WALGREENS BOOTS ALLIANCE INC COM 0.2%
Value ($000) $685 Shares 31,593 Est. Cost $53.83 Unrealized
QCOM QUALCOMM INC COM 0.2%
Value ($000) $672 Shares 3,972 Est. Cost $49.54 Unrealized +199.8%
C CITIGROUP INC COM NEW 0.2%
Value ($000) $656 Shares 10,375 Est. Cost $48.56 Unrealized +8.2%
CHDN CHURCHILL DOWNS INC COM 0.2%
Value ($000) $653 Shares 5,278 Est. Cost $99.37 Unrealized +20.8%
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $643 Shares 7,022 Est. Cost $59.91 Unrealized +41.8%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $634 Shares 1 Est. Cost $431815.88 Unrealized +37.5%
SYBT STOCK YDS BANCORP INC COM 0.2%
Value ($000) $634 Shares 12,960 Est. Cost $40.78 Unrealized +16.1%
PSA PUBLIC STORAGE COM 0.2%
Value ($000) $615 Shares 2,121 Est. Cost $196.70 Unrealized +34.8%
CMI CUMMINS INC COM 0.2%
Value ($000) $589 Shares 2,000 Est. Cost $149.70 Unrealized +65.4%
CVS CVS HEALTH CORP COM 0.2%
Value ($000) $572 Shares 7,169 Est. Cost $55.53 Unrealized +27.5%
OMC OMNICOM GROUP INC COM 0.2%
Value ($000) $567 Shares 5,859 Est. Cost $52.13 Unrealized +61.3%
EW EDWARDS LIFESCIENCES CORP COM 0.2%
Value ($000) $566 Shares 5,918 Est. Cost $60.72 Unrealized +38.4%
USB US BANCORP DEL COM NEW 0.2%
Value ($000) $556 Shares 12,434 Est. Cost $30.70 Unrealized +25.9%
IVE ISHARES S&P 500 VALUE ETF 0.2%
Value ($000) $550 Shares 2,947 Est. Cost $121.68 Unrealized
RPM RPM INTL INC COM 0.2%
Value ($000) $547 Shares 4,600 Est. Cost $88.51 Unrealized +25.6%
MMM 3M CO COM 0.2%
Value ($000) $545 Shares 5,137 Est. Cost $105.93 Unrealized -25.2%
DOV DOVER CORP COM 0.2%
Value ($000) $535 Shares 3,018 Est. Cost $48.95 Unrealized +222.1%
SO SOUTHERN CO COM 0.2%
Value ($000) $528 Shares 7,359 Est. Cost $34.78 Unrealized +86.1%
PYPL PAYPAL HLDGS INC COM 0.2%
Value ($000) $523 Shares 7,802 Est. Cost $65.12 Unrealized -6.0%
IDXX IDEXX LABS INC COM 0.2%
Value ($000) $506 Shares 937 Est. Cost $141.94 Unrealized +285.0%
PH PARKER-HANNIFIN CORP COM 0.2%
Value ($000) $502 Shares 903 Est. Cost $363.03 Unrealized +37.3%
NVO NOVO-NORDISK A S ADR 0.2%
Value ($000) $491 Shares 3,823 Est. Cost $113.52 Unrealized
OGN ORGANON & CO COMMON STOCK 0.2%
Value ($000) $489 Shares 26,001 Est. Cost $18.26 Unrealized -13.2%
COHEN & STEERS INFRASTRUCTURE COM 0.2%
Value ($000) $488 Shares 20,689 Est. Cost $27.83 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.2%
Value ($000) $487 Shares 16,690 Est. Cost $21.98 Unrealized
WAT WATERS CORP COM 0.2%
Value ($000) $486 Shares 1,412 Est. Cost $99.58 Unrealized +230.1%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $465 Shares 4,096 Est. Cost $54.84 Unrealized +81.2%
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $464 Shares 10,630 Est. Cost $31.99 Unrealized +11.6%
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF 0.2%
Value ($000) $458 Shares 9,244 Est. Cost $42.91 Unrealized
REAVES UTIL INCOME FD COM SH BEN INT 0.2%
Value ($000) $452 Shares 16,773 Est. Cost $33.51 Unrealized
DKS DICKS SPORTING GOODS INC COM 0.2%
Value ($000) $450 Shares 2,000 Est. Cost $93.81 Unrealized +74.4%
TSLA TESLA INC COM 0.2%
Value ($000) $449 Shares 2,552 Est. Cost $245.20 Unrealized -20.3%
PARAMOUNT GLOBAL CLASS B COM 0.2%
Value ($000) $448 Shares 38,080 Est. Cost $22.76 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.2%
Value ($000) $440 Shares 3,256 Est. Cost $110.45 Unrealized
PZZA PAPA JOHNS INTL INC COM 0.2%
Value ($000) $420 Shares 6,307 Est. Cost $61.15 Unrealized +7.9%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.2%
Value ($000) $413 Shares 4,940 Est. Cost $69.89 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.1%
Value ($000) $408 Shares 8,687 Est. Cost $29.44 Unrealized +33.8%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $405 Shares 2,394 Est. Cost $163.19 Unrealized
GLD SPDR GOLD SHARES 0.1%
Value ($000) $404 Shares 1,963 Est. Cost $140.45 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $401 Shares 1,952 Est. Cost $134.41 Unrealized +34.5%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $390 Shares 2,626 Est. Cost $100.62 Unrealized +35.6%
FQAL FIDELITY QUALITY FACTOR ETF 0.1%
Value ($000) $384 Shares 6,519 Est. Cost $49.03 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $380 Shares 3,530 Est. Cost $107.60 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $378 Shares 7,538 Est. Cost $50.17 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.1%
Value ($000) $375 Shares 2,004 Est. Cost $119.29 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.1%
Value ($000) $375 Shares 2,869 Est. Cost $135.78 Unrealized
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 0.1%
Value ($000) $374 Shares 5,843 Est. Cost $64.27 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $365 Shares 1,433 Est. Cost $158.45 Unrealized +40.1%
FAST FASTENAL CO COM 0.1%
Value ($000) $359 Shares 4,657 Est. Cost $33.99 Unrealized 0.0%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $358 Shares 6,178 Est. Cost $33.12 Unrealized +51.4%
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $357 Shares 1,239 Est. Cost $212.13 Unrealized
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.1%
Value ($000) $356 Shares 3,963 Est. Cost $86.76 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.1%
Value ($000) $354 Shares 4,573 Est. Cost $79.56 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.1%
Value ($000) $352 Shares 18,777 Est. Cost $22.26 Unrealized -27.5%
SYY SYSCO CORP COM 0.1%
Value ($000) $342 Shares 4,213 Est. Cost $68.04 Unrealized +9.6%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.1%
Value ($000) $340 Shares 2,071 Est. Cost $149.32 Unrealized
AMKR AMKOR TECHNOLOGY INC COM 0.1%
Value ($000) $331 Shares 10,275 Est. Cost $22.30 Unrealized +36.8%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $330 Shares 567 Est. Cost $341.45 Unrealized +63.3%
SHEL SHELL PLC SPON ADS 0.1%
Value ($000) $325 Shares 4,842 Est. Cost $54.86 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $323 Shares 3,537 Est. Cost $88.61 Unrealized 0.0%
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $315 Shares 2,021 Est. Cost $158.09 Unrealized -13.7%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $315 Shares 1,300 Est. Cost $61.55 Unrealized +277.8%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.1%
Value ($000) $311 Shares 2,633 Est. Cost $104.96 Unrealized
PPG PPG INDS INC COM 0.1%
Value ($000) $305 Shares 2,102 Est. Cost $86.36 Unrealized +57.4%
OTTR OTTER TAIL CORP COM 0.1%
Value ($000) $302 Shares 3,491 Est. Cost $77.16 Unrealized +7.0%
CINF CINCINNATI FINL CORP COM 0.1%
Value ($000) $297 Shares 2,391 Est. Cost $67.52 Unrealized +59.4%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $294 Shares 3,372 Est. Cost $80.66 Unrealized 0.0%
IYF ISHARES U.S. FINANCIALS ETF 0.1%
Value ($000) $294 Shares 3,071 Est. Cost $77.11 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.1%
Value ($000) $292 Shares 301 Est. Cost $756.92 Unrealized
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $283 Shares 5,638 Est. Cost $60.32 Unrealized
IP INTERNATIONAL PAPER CO COM 0.1%
Value ($000) $282 Shares 7,235 Est. Cost $32.47 Unrealized +3.5%
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $281 Shares 705 Est. Cost $377.87 Unrealized 0.0%
GGG GRACO INC COM 0.1%
Value ($000) $280 Shares 3,000 Est. Cost $63.99 Unrealized +34.8%
FXZ FIRST TRUST MATERIALS ALPHADEX FUND 0.1%
Value ($000) $278 Shares 3,903 Est. Cost $49.24 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.1%
Value ($000) $277 Shares 1,353 Est. Cost $144.85 Unrealized +35.0%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $272 Shares 6,521 Est. Cost $39.45 Unrealized
DOW DOW INC COM 0.1%
Value ($000) $269 Shares 4,644 Est. Cost $46.95 Unrealized +4.3%
FDVV FIDELITY HIGH DIVIDEND ETF 0.1%
Value ($000) $261 Shares 5,768 Est. Cost $35.71 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $257 Shares 1,232 Est. Cost $173.89 Unrealized
YUM YUM BRANDS INC COM 0.1%
Value ($000) $254 Shares 1,835 Est. Cost $115.13 Unrealized +11.8%
JEPI JPMORGAN EQUITY PREMIUM INCOME FUND JPMORGAN EQUITY PREMIUM INCOME FUND 0.1%
Value ($000) $251 Shares 4,345 Est. Cost $54.70 Unrealized
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $251 Shares 3,420 Est. Cost $58.15 Unrealized +23.8%
ADBE ADOBE INC COM 0.1%
Value ($000) $249 Shares 493 Est. Cost $409.06 Unrealized +40.1%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $246 Shares 967 Est. Cost $200.12 Unrealized +18.8%
PGR PROGRESSIVE CORP COM 0.1%
Value ($000) $245 Shares 1,187 Est. Cost $170.60 Unrealized 0.0%
CSX CSX CORP COM 0.1%
Value ($000) $245 Shares 6,622 Est. Cost $30.43 Unrealized +16.6%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.1%
Value ($000) $242 Shares 2,614 Est. Cost $82.97 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.1%
Value ($000) $237 Shares 452 Est. Cost $524.54 Unrealized
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $237 Shares 12,905 Est. Cost $10.67 Unrealized +49.7%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $235 Shares 753 Est. Cost $267.60 Unrealized 0.0%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $228 Shares 3,259 Est. Cost $64.93 Unrealized +6.1%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $228 Shares 1,261 Est. Cost $174.81 Unrealized 0.0%
MOO VANECK AGRIBUSINESS ETF 0.1%
Value ($000) $225 Shares 2,992 Est. Cost $66.42 Unrealized
FRME FIRST MERCHANTS CORP COM 0.1%
Value ($000) $224 Shares 6,405 Est. Cost $28.54 Unrealized +12.0%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $214 Shares 2,374 Est. Cost $81.33 Unrealized 0.0%
DAR DARLING INGREDIENTS INC COM 0.1%
Value ($000) $213 Shares 4,576 Est. Cost $71.55 Unrealized -38.5%
ELV ELEVANCE HEALTH INC COM 0.1%
Value ($000) $211 Shares 407 Est. Cost $481.84 Unrealized 0.0%
IYJ ISHARES U.S. INDUSTRIALS ETF 0.1%
Value ($000) $211 Shares 1,677 Est. Cost $125.67 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $208 Shares 435 Est. Cost $299.82 Unrealized +48.7%
FITB FIFTH THIRD BANCORP COM 0.1%
Value ($000) $208 Shares 5,593 Est. Cost $32.36 Unrealized 0.0%
EXPE EXPEDIA GROUP INC COM NEW 0.1%
Value ($000) $207 Shares 1,500 Est. Cost $121.47 Unrealized +16.1%
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 0.1%
Value ($000) $205 Shares 2,497 Est. Cost $81.99 Unrealized
GWW GRAINGER W W INC COM 0.1%
Value ($000) $203 Shares 200 Est. Cost $917.50 Unrealized 0.0%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.1%
Value ($000) $203 Shares 4,462 Est. Cost $45.59 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.1%
Value ($000) $201 Shares 3,692 Est. Cost $54.39 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $200 Shares 1,013 Est. Cost $175.15 Unrealized +6.3%
CARROLS RESTAURANT GROUP INC COM 0.0%
Value ($000) $106 Shares 11,114 Est. Cost $1.92 Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $67 Shares 43,131 Est. Cost $3.82 Unrealized -59.1%
DANIMER SCIENTIFIC INC COM CL A 0.0%
Value ($000) $32 Shares 29,700 Est. Cost $4.55 Unrealized