Atlas Brown,Inc. Diversified Active

CIK: 0001388168 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 18, 2024

Total Value ($000): $288,669 (100.0% shares, 0.0% debt)

Holdings (207)

NVDA NVIDIA CORPORATION COM 6.6%
Value ($000) $19,026 Shares 156,674 Est. Cost $92.24 Unrealized +28.0%
AAPL APPLE INC COM 6.1%
Value ($000) $17,616 Shares 75,605 Est. Cost $91.25 Unrealized +143.2%
MSFT MICROSOFT CORP COM 3.6%
Value ($000) $10,302 Shares 23,941 Est. Cost $95.26 Unrealized +344.1%
VTI VANGUARD TOTAL STOCK MARKET ETF 3.4%
Value ($000) $9,912 Shares 35,004 Est. Cost $164.83 Unrealized
ABBV ABBVIE INC COM 2.1%
Value ($000) $6,028 Shares 30,523 Est. Cost $58.62 Unrealized +204.8%
JNJ JOHNSON & JOHNSON COM 1.9%
Value ($000) $5,576 Shares 34,407 Est. Cost $81.33 Unrealized +87.7%
PG PROCTER AND GAMBLE CO COM 1.9%
Value ($000) $5,562 Shares 32,115 Est. Cost $65.83 Unrealized +149.5%
JPM JPMORGAN CHASE & CO. COM 1.8%
Value ($000) $5,245 Shares 24,874 Est. Cost $71.78 Unrealized +185.5%
XOM EXXON MOBIL CORP COM 1.8%
Value ($000) $5,230 Shares 44,617 Est. Cost $55.89 Unrealized +96.9%
SPY SPDR S&P 500 ETF TRUST 1.7%
Value ($000) $4,961 Shares 8,646 Est. Cost $404.43 Unrealized
HD HOME DEPOT INC COM 1.7%
Value ($000) $4,953 Shares 12,224 Est. Cost $172.19 Unrealized +104.8%
AMZN AMAZON COM INC COM 1.7%
Value ($000) $4,916 Shares 26,384 Est. Cost $121.47 Unrealized +50.2%
PEP PEPSICO INC COM 1.5%
Value ($000) $4,257 Shares 25,037 Est. Cost $78.71 Unrealized +107.0%
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.4%
Value ($000) $4,071 Shares 10,844 Est. Cost $91.53 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 1.4%
Value ($000) $3,975 Shares 33,888 Est. Cost $105.19 Unrealized
IVV ISHARES CORE S&P 500 ETF 1.4%
Value ($000) $3,946 Shares 6,842 Est. Cost $347.83 Unrealized
COST COSTCO WHSL CORP NEW COM 1.4%
Value ($000) $3,917 Shares 4,419 Est. Cost $221.56 Unrealized +289.0%
GOOG ALPHABET INC CAP STK CL C 1.2%
Value ($000) $3,517 Shares 21,033 Est. Cost $113.16 Unrealized +48.7%
IWN ISHARES RUSSELL 2000 VALUE ETF 1.2%
Value ($000) $3,475 Shares 20,829 Est. Cost $115.44 Unrealized
CVX CHEVRON CORP NEW COM 1.2%
Value ($000) $3,465 Shares 23,527 Est. Cost $70.07 Unrealized +99.7%
META META PLATFORMS INC CL A 1.2%
Value ($000) $3,320 Shares 5,801 Est. Cost $167.62 Unrealized +205.5%
TJX TJX COS INC NEW COM 1.1%
Value ($000) $3,301 Shares 28,082 Est. Cost $39.98 Unrealized +182.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.1%
Value ($000) $3,065 Shares 6,659 Est. Cost $180.70 Unrealized +144.7%
IWO ISHARES RUSSELL 2000 GROWTH ETF 1.0%
Value ($000) $2,973 Shares 10,467 Est. Cost $175.49 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.9%
Value ($000) $2,724 Shares 20,600 Est. Cost $80.03 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.9%
Value ($000) $2,695 Shares 28,141 Est. Cost $76.24 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.9%
Value ($000) $2,610 Shares 24,443 Est. Cost $58.06 Unrealized
ABT ABBOTT LABS COM 0.8%
Value ($000) $2,365 Shares 20,740 Est. Cost $44.52 Unrealized +140.5%
ADP AUTOMATIC DATA PROCESSING INC COM 0.8%
Value ($000) $2,359 Shares 8,525 Est. Cost $50.78 Unrealized +399.2%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.8%
Value ($000) $2,340 Shares 12,330 Est. Cost $103.27 Unrealized
EFA ISHARES MSCI EAFE ETF 0.8%
Value ($000) $2,256 Shares 26,977 Est. Cost $66.98 Unrealized
VTV VANGUARD VALUE ETF 0.8%
Value ($000) $2,240 Shares 12,830 Est. Cost $82.32 Unrealized
CAT CATERPILLAR INC COM 0.7%
Value ($000) $2,087 Shares 5,335 Est. Cost $95.90 Unrealized +253.2%
PFE PFIZER INC COM 0.7%
Value ($000) $2,032 Shares 70,216 Est. Cost $24.30 Unrealized +9.8%
HUM HUMANA INC COM 0.7%
Value ($000) $2,000 Shares 6,314 Est. Cost $243.33 Unrealized +43.4%
MCD MCDONALDS CORP COM 0.7%
Value ($000) $1,975 Shares 6,485 Est. Cost $134.13 Unrealized +98.8%
GOOGL ALPHABET INC CAP STK CL A 0.7%
Value ($000) $1,966 Shares 11,856 Est. Cost $110.36 Unrealized +51.1%
CRM SALESFORCE INC COM 0.7%
Value ($000) $1,964 Shares 7,175 Est. Cost $170.81 Unrealized +48.6%
DIS DISNEY WALT CO COM 0.7%
Value ($000) $1,963 Shares 20,403 Est. Cost $93.98 Unrealized -3.6%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.7%
Value ($000) $1,900 Shares 41,439 Est. Cost $42.63 Unrealized
ORCL ORACLE CORP COM 0.7%
Value ($000) $1,900 Shares 11,151 Est. Cost $39.76 Unrealized +259.8%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.6%
Value ($000) $1,832 Shares 10,500 Est. Cost $63.00 Unrealized
BF/B BROWN FORMAN CORP CL B 0.6%
Value ($000) $1,802 Shares 36,617 Est. Cost $45.44 Unrealized -4.8%
MRK MERCK & CO INC COM 0.6%
Value ($000) $1,779 Shares 15,668 Est. Cost $54.50 Unrealized +107.3%
QQQ INVESCO QQQ TRUST SERIES I 0.6%
Value ($000) $1,733 Shares 3,551 Est. Cost $292.42 Unrealized
AMAT APPLIED MATLS INC COM 0.6%
Value ($000) $1,699 Shares 8,407 Est. Cost $54.86 Unrealized +268.9%
LLY ELI LILLY & CO COM 0.6%
Value ($000) $1,682 Shares 1,898 Est. Cost $144.45 Unrealized +516.4%
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.6%
Value ($000) $1,680 Shares 23,076 Est. Cost $42.25 Unrealized
GE GE AEROSPACE COM NEW 0.6%
Value ($000) $1,676 Shares 8,887 Est. Cost $66.68 Unrealized +151.8%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.6%
Value ($000) $1,617 Shares 16,480 Est. Cost $102.82 Unrealized
WMT WALMART INC COM 0.5%
Value ($000) $1,577 Shares 19,530 Est. Cost $46.92 Unrealized +54.5%
IBM INTERNATIONAL BUSINESS MACHS COM 0.5%
Value ($000) $1,501 Shares 6,788 Est. Cost $111.50 Unrealized +69.5%
KO COCA COLA CO COM 0.5%
Value ($000) $1,499 Shares 20,858 Est. Cost $33.18 Unrealized +97.8%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.5%
Value ($000) $1,493 Shares 23,705 Est. Cost $55.40 Unrealized
BAC BANK AMERICA CORP COM 0.5%
Value ($000) $1,468 Shares 37,006 Est. Cost $25.78 Unrealized +50.4%
T AT&T INC COM 0.5%
Value ($000) $1,445 Shares 65,688 Est. Cost $14.95 Unrealized +25.6%
V VISA INC COM CL A 0.5%
Value ($000) $1,442 Shares 5,246 Est. Cost $169.32 Unrealized +58.1%
IWR ISHARES RUSSELL MIDCAP ETF 0.5%
Value ($000) $1,433 Shares 16,263 Est. Cost $82.71 Unrealized
FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 0.5%
Value ($000) $1,390 Shares 27,231 Est. Cost $34.47 Unrealized
RTX RTX CORPORATION COM 0.5%
Value ($000) $1,385 Shares 11,431 Est. Cost $62.01 Unrealized +79.1%
UNP UNION PAC CORP COM 0.5%
Value ($000) $1,381 Shares 5,604 Est. Cost $127.82 Unrealized +83.6%
NFLX NETFLIX INC COM 0.5%
Value ($000) $1,354 Shares 1,909 Est. Cost $38.03 Unrealized +75.9%
RWR SPDR DOW JONES REIT ETF 0.5%
Value ($000) $1,329 Shares 12,454 Est. Cost $90.51 Unrealized
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF 0.4%
Value ($000) $1,283 Shares 15,684 Est. Cost $57.38 Unrealized
CMCSA COMCAST CORP NEW CL A 0.4%
Value ($000) $1,228 Shares 29,388 Est. Cost $33.93 Unrealized +11.3%
SHW SHERWIN WILLIAMS CO COM 0.4%
Value ($000) $1,199 Shares 3,141 Est. Cost $234.27 Unrealized +47.2%
DUK DUKE ENERGY CORP NEW COM NEW 0.4%
Value ($000) $1,187 Shares 10,294 Est. Cost $59.89 Unrealized +76.8%
CSCO CISCO SYS INC COM 0.4%
Value ($000) $1,161 Shares 21,813 Est. Cost $32.58 Unrealized +43.6%
BP BP PLC SPONSORED ADR 0.4%
Value ($000) $1,158 Shares 36,901 Est. Cost $35.01 Unrealized
AXP AMERICAN EXPRESS CO COM 0.4%
Value ($000) $1,152 Shares 4,249 Est. Cost $78.69 Unrealized +211.5%
NEE NEXTERA ENERGY INC COM 0.4%
Value ($000) $1,138 Shares 13,465 Est. Cost $55.83 Unrealized +34.1%
TGT TARGET CORP COM 0.4%
Value ($000) $1,125 Shares 7,217 Est. Cost $81.58 Unrealized +72.9%
MA MASTERCARD INCORPORATED CL A 0.4%
Value ($000) $1,057 Shares 2,140 Est. Cost $168.03 Unrealized +174.8%
ITW ILLINOIS TOOL WKS INC COM 0.4%
Value ($000) $1,047 Shares 3,997 Est. Cost $118.99 Unrealized +99.4%
VZ VERIZON COMMUNICATIONS INC COM 0.4%
Value ($000) $1,046 Shares 23,300 Est. Cost $33.66 Unrealized +14.0%
PNC PNC FINL SVCS GROUP INC COM 0.4%
Value ($000) $1,040 Shares 5,624 Est. Cost $60.94 Unrealized +174.9%
BLK BLACKROCK INC COM 0.3%
Value ($000) $1,010 Shares 1,063 Est. Cost $840.24 Unrealized 0.0%
BF/A BROWN FORMAN CORP CL A 0.3%
Value ($000) $978 Shares 20,351 Est. Cost $26.87 Unrealized +61.8%
IWM ISHARES RUSSELL 2000 ETF 0.3%
Value ($000) $976 Shares 4,420 Est. Cost $203.49 Unrealized
INTC INTEL CORP COM 0.3%
Value ($000) $974 Shares 41,513 Est. Cost $31.13 Unrealized -20.0%
BA BOEING CO COM 0.3%
Value ($000) $942 Shares 6,197 Est. Cost $194.36 Unrealized -11.8%
DHR DANAHER CORPORATION COM 0.3%
Value ($000) $929 Shares 3,340 Est. Cost $187.40 Unrealized +40.0%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.3%
Value ($000) $928 Shares 10,099 Est. Cost $92.89 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.3%
Value ($000) $911 Shares 11,735 Est. Cost $34.50 Unrealized +99.9%
PH PARKER-HANNIFIN CORP COM 0.3%
Value ($000) $897 Shares 1,420 Est. Cost $425.32 Unrealized +31.7%
STZ CONSTELLATION BRANDS INC CL A 0.3%
Value ($000) $852 Shares 3,307 Est. Cost $119.27 Unrealized +101.4%
BMY BRISTOL-MYERS SQUIBB CO COM 0.3%
Value ($000) $830 Shares 16,041 Est. Cost $41.83 Unrealized +4.4%
ORLY OREILLY AUTOMOTIVE INC COM 0.3%
Value ($000) $816 Shares 709 Est. Cost $51.34 Unrealized +43.1%
VOE VANGUARD MID-CAP VALUE ETF 0.3%
Value ($000) $804 Shares 4,797 Est. Cost $85.96 Unrealized
PSA PUBLIC STORAGE OPER CO COM 0.3%
Value ($000) $774 Shares 2,127 Est. Cost $196.70 Unrealized +55.9%
KR KROGER CO COM 0.3%
Value ($000) $750 Shares 13,093 Est. Cost $27.74 Unrealized +88.0%
TIP ISHARES TIPS BOND ETF 0.3%
Value ($000) $744 Shares 6,732 Est. Cost $114.60 Unrealized
PM PHILIP MORRIS INTL INC COM 0.3%
Value ($000) $737 Shares 6,067 Est. Cost $59.91 Unrealized +83.3%
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $729 Shares 1,247 Est. Cost $267.91 Unrealized +104.7%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.2%
Value ($000) $721 Shares 8,305 Est. Cost $85.83 Unrealized
CHDN CHURCHILL DOWNS INC COM 0.2%
Value ($000) $714 Shares 5,278 Est. Cost $99.37 Unrealized +38.2%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $691 Shares 1 Est. Cost $431815.88 Unrealized +53.7%
NET CLOUDFLARE INC CL A COM 0.2%
Value ($000) $688 Shares 8,503 Est. Cost $93.54 Unrealized -14.1%
TSLA TESLA INC COM 0.2%
Value ($000) $687 Shares 2,626 Est. Cost $242.39 Unrealized -5.9%
CMI CUMMINS INC COM 0.2%
Value ($000) $682 Shares 2,105 Est. Cost $155.95 Unrealized +84.7%
REAVES UTIL INCOME FD COM SH BEN INT 0.2%
Value ($000) $681 Shares 20,756 Est. Cost $31.44 Unrealized
COHEN & STEERS INFRASTRUCTURE COM 0.2%
Value ($000) $668 Shares 25,647 Est. Cost $26.04 Unrealized
PYPL PAYPAL HLDGS INC COM 0.2%
Value ($000) $663 Shares 8,493 Est. Cost $65.25 Unrealized +2.3%
F FORD MTR CO COM 0.2%
Value ($000) $658 Shares 62,276 Est. Cost $8.43 Unrealized +23.8%
MMM 3M CO COM 0.2%
Value ($000) $657 Shares 4,806 Est. Cost $105.93 Unrealized +12.5%
OMC OMNICOM GROUP INC COM 0.2%
Value ($000) $646 Shares 6,247 Est. Cost $55.85 Unrealized +63.6%
GEV GE VERNOVA INC COM 0.2%
Value ($000) $632 Shares 2,479 Est. Cost $158.10 Unrealized +21.2%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.2%
Value ($000) $595 Shares 12,442 Est. Cost $42.35 Unrealized
QCOM QUALCOMM INC COM 0.2%
Value ($000) $583 Shares 3,431 Est. Cost $49.54 Unrealized +245.5%
DOV DOVER CORP COM 0.2%
Value ($000) $581 Shares 3,029 Est. Cost $48.95 Unrealized +266.5%
IVE ISHARES S&P 500 VALUE ETF 0.2%
Value ($000) $579 Shares 2,936 Est. Cost $121.68 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.2%
Value ($000) $574 Shares 6,169 Est. Cost $92.39 Unrealized
USB US BANCORP DEL COM NEW 0.2%
Value ($000) $562 Shares 12,287 Est. Cost $30.85 Unrealized +33.3%
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF 0.2%
Value ($000) $560 Shares 10,161 Est. Cost $43.84 Unrealized
OGN ORGANON & CO COMMON STOCK 0.2%
Value ($000) $557 Shares 29,104 Est. Cost $18.32 Unrealized +7.6%
RPM RPM INTL INC COM 0.2%
Value ($000) $557 Shares 4,600 Est. Cost $88.51 Unrealized +30.8%
SO SOUTHERN CO COM 0.2%
Value ($000) $549 Shares 6,086 Est. Cost $34.78 Unrealized +134.7%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.2%
Value ($000) $536 Shares 6,751 Est. Cost $78.35 Unrealized
PZZA PAPA JOHNS INTL INC COM 0.2%
Value ($000) $534 Shares 9,907 Est. Cost $54.50 Unrealized -21.4%
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $531 Shares 5,447 Est. Cost $85.61 Unrealized -3.3%
MUB ISHARES NATIONAL MUNI BOND ETF 0.2%
Value ($000) $511 Shares 4,700 Est. Cost $107.61 Unrealized
WAT WATERS CORP COM 0.2%
Value ($000) $509 Shares 1,413 Est. Cost $99.58 Unrealized +227.0%
IYW ISHARES U.S. TECHNOLOGY ETF 0.2%
Value ($000) $486 Shares 3,204 Est. Cost $111.91 Unrealized
FQAL FIDELITY QUALITY FACTOR ETF 0.2%
Value ($000) $483 Shares 7,439 Est. Cost $50.56 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.2%
Value ($000) $478 Shares 974 Est. Cost $384.06 Unrealized +21.2%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.2%
Value ($000) $477 Shares 2,662 Est. Cost $155.59 Unrealized
GLD SPDR GOLD SHARES 0.2%
Value ($000) $475 Shares 1,956 Est. Cost $140.45 Unrealized
IDXX IDEXX LABS INC COM 0.2%
Value ($000) $475 Shares 941 Est. Cost $141.94 Unrealized +242.3%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.2%
Value ($000) $467 Shares 5,111 Est. Cost $70.58 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.2%
Value ($000) $461 Shares 9,235 Est. Cost $30.40 Unrealized +45.5%
PARAMOUNT GLOBAL CLASS B COM 0.2%
Value ($000) $459 Shares 43,206 Est. Cost $21.32 Unrealized
NVO NOVO-NORDISK A S ADR 0.2%
Value ($000) $458 Shares 3,845 Est. Cost $116.66 Unrealized
PGR PROGRESSIVE CORP COM 0.2%
Value ($000) $445 Shares 1,753 Est. Cost $177.79 Unrealized +20.4%
FAST FASTENAL CO COM 0.2%
Value ($000) $437 Shares 6,117 Est. Cost $33.66 Unrealized -2.2%
EW EDWARDS LIFESCIENCES CORP COM 0.1%
Value ($000) $426 Shares 6,449 Est. Cost $61.67 Unrealized +17.8%
DKS DICKS SPORTING GOODS INC COM 0.1%
Value ($000) $417 Shares 2,000 Est. Cost $93.81 Unrealized +120.4%
IVOV VANGUARD S&P MID-CAP 400 VALUE ETF 0.1%
Value ($000) $412 Shares 4,301 Est. Cost $87.57 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $408 Shares 7,985 Est. Cost $31.99 Unrealized +42.3%
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 0.1%
Value ($000) $407 Shares 5,872 Est. Cost $64.27 Unrealized
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.1%
Value ($000) $402 Shares 4,152 Est. Cost $87.14 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.1%
Value ($000) $400 Shares 1,972 Est. Cost $120.91 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.1%
Value ($000) $398 Shares 2,855 Est. Cost $135.78 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $394 Shares 1,453 Est. Cost $158.45 Unrealized +49.0%
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $390 Shares 1,239 Est. Cost $212.13 Unrealized
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $389 Shares 1,308 Est. Cost $61.55 Unrealized +327.6%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $378 Shares 6,698 Est. Cost $34.88 Unrealized +57.3%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $377 Shares 2,104 Est. Cost $163.42 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $369 Shares 3,376 Est. Cost $54.84 Unrealized +91.6%
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $367 Shares 5,647 Est. Cost $60.32 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $366 Shares 6,935 Est. Cost $50.17 Unrealized
SITM SITIME CORP COM 0.1%
Value ($000) $365 Shares 2,130 Est. Cost $107.48 Unrealized +33.2%
SYBT STOCK YDS BANCORP INC COM 0.1%
Value ($000) $361 Shares 5,816 Est. Cost $40.78 Unrealized +41.4%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $359 Shares 580 Est. Cost $344.87 Unrealized +70.8%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $353 Shares 12,126 Est. Cost $21.98 Unrealized
IYF ISHARES U.S. FINANCIALS ETF 0.1%
Value ($000) $343 Shares 3,298 Est. Cost $78.87 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $330 Shares 5,243 Est. Cost $55.53 Unrealized -0.6%
SYY SYSCO CORP COM 0.1%
Value ($000) $330 Shares 4,223 Est. Cost $68.04 Unrealized +6.0%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.1%
Value ($000) $328 Shares 394 Est. Cost $774.94 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.1%
Value ($000) $328 Shares 2,655 Est. Cost $104.96 Unrealized
CINF CINCINNATI FINL CORP COM 0.1%
Value ($000) $326 Shares 2,392 Est. Cost $67.52 Unrealized +85.2%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $325 Shares 2,386 Est. Cost $100.62 Unrealized +19.8%
AMKR AMKOR TECHNOLOGY INC COM 0.1%
Value ($000) $325 Shares 10,625 Est. Cost $22.65 Unrealized +45.3%
SHEL SHELL PLC SPON ADS 0.1%
Value ($000) $319 Shares 4,842 Est. Cost $54.86 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $314 Shares 1,519 Est. Cost $134.41 Unrealized +40.1%
DOC HEALTHPEAK PROPERTIES INC COM 0.1%
Value ($000) $310 Shares 13,571 Est. Cost $22.26 Unrealized -11.1%
C CITIGROUP INC COM NEW 0.1%
Value ($000) $310 Shares 4,951 Est. Cost $48.56 Unrealized +22.3%
UI UBIQUITI INC COM 0.1%
Value ($000) $302 Shares 1,360 Est. Cost $182.55 Unrealized 0.0%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.1%
Value ($000) $297 Shares 4,988 Est. Cost $55.01 Unrealized
FDVV FIDELITY HIGH DIVIDEND ETF 0.1%
Value ($000) $293 Shares 5,785 Est. Cost $35.71 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.1%
Value ($000) $292 Shares 1,357 Est. Cost $144.85 Unrealized +41.1%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $291 Shares 1,773 Est. Cost $168.27 Unrealized -9.7%
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $290 Shares 3,455 Est. Cost $58.15 Unrealized +25.7%
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $287 Shares 12,971 Est. Cost $10.67 Unrealized +86.1%
PPG PPG INDS INC COM 0.1%
Value ($000) $280 Shares 2,112 Est. Cost $86.36 Unrealized +41.3%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $279 Shares 528 Est. Cost $478.00 Unrealized 0.0%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.1%
Value ($000) $273 Shares 2,619 Est. Cost $82.97 Unrealized
OTTR OTTER TAIL CORP COM 0.1%
Value ($000) $273 Shares 3,491 Est. Cost $77.16 Unrealized +7.6%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.1%
Value ($000) $265 Shares 452 Est. Cost $524.54 Unrealized
ADBE ADOBE INC COM 0.1%
Value ($000) $265 Shares 511 Est. Cost $412.59 Unrealized +32.9%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $263 Shares 1,164 Est. Cost $173.89 Unrealized
GGG GRACO INC COM 0.1%
Value ($000) $263 Shares 3,000 Est. Cost $63.99 Unrealized +25.6%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $257 Shares 775 Est. Cost $268.78 Unrealized +12.1%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $249 Shares 2,400 Est. Cost $81.33 Unrealized +21.6%
FITB FIFTH THIRD BANCORP COM 0.1%
Value ($000) $244 Shares 5,703 Est. Cost $32.47 Unrealized +18.9%
FXZ FIRST TRUST MATERIALS ALPHADEX FUND 0.1%
Value ($000) $242 Shares 3,614 Est. Cost $54.00 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $240 Shares 1,031 Est. Cost $210.79 Unrealized 0.0%
FRME FIRST MERCHANTS CORP COM 0.1%
Value ($000) $238 Shares 6,405 Est. Cost $28.54 Unrealized +23.2%
AVEM AVANTIS EMERGING MARKETS EQUITY ETF 0.1%
Value ($000) $233 Shares 3,603 Est. Cost $61.20 Unrealized
CSX CSX CORP COM 0.1%
Value ($000) $231 Shares 6,694 Est. Cost $30.43 Unrealized +9.1%
DOW DOW INC COM 0.1%
Value ($000) $227 Shares 4,154 Est. Cost $46.95 Unrealized +2.1%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $226 Shares 429 Est. Cost $500.13 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $226 Shares 457 Est. Cost $423.71 Unrealized +12.1%
IYJ ISHARES U.S. INDUSTRIALS ETF 0.1%
Value ($000) $225 Shares 1,684 Est. Cost $125.67 Unrealized
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 0.1%
Value ($000) $220 Shares 2,504 Est. Cost $81.99 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $220 Shares 2,818 Est. Cost $72.64 Unrealized
INTU INTUIT COM 0.1%
Value ($000) $219 Shares 352 Est. Cost $614.61 Unrealized +3.0%
ELV ELEVANCE HEALTH INC COM 0.1%
Value ($000) $216 Shares 416 Est. Cost $482.31 Unrealized +8.0%
BX BLACKSTONE INC COM 0.1%
Value ($000) $216 Shares 1,411 Est. Cost $133.67 Unrealized 0.0%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $216 Shares 3,764 Est. Cost $57.40 Unrealized
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $212 Shares 2,351 Est. Cost $80.66 Unrealized +0.2%
GWW GRAINGER W W INC COM 0.1%
Value ($000) $211 Shares 203 Est. Cost $956.89 Unrealized 0.0%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $210 Shares 2,857 Est. Cost $67.18 Unrealized 0.0%
IYH ISHARES U.S. HEALTHCARE ETF 0.1%
Value ($000) $205 Shares 3,158 Est. Cost $65.00 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $201 Shares 1,907 Est. Cost $115.38 Unrealized -8.9%
WALGREENS BOOTS ALLIANCE INC COM 0.1%
Value ($000) $193 Shares 21,530 Est. Cost $53.83 Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.1%
Value ($000) $153 Shares 21,619 Est. Cost $3.82 Unrealized +11.7%
DANIMER SCIENTIFIC INC COM CL A 0.0%
Value ($000) $13 Shares 29,700 Est. Cost $4.55 Unrealized