DONALDSON CAPITAL MANAGEMENT, LLC Diversified Active

CIK: 0001487438 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 12, 2019

Total Value ($000): $1,206,110 (100.0% shares, 0.0% debt)

Holdings (181)

CSCO CISCO SYS INC COM 4.2%
Value ($000) $50,989 Shares 931,645 Est. Cost $33.32 Unrealized +35.6%
MSFT MICROSOFT CORP COM 4.1%
Value ($000) $49,730 Shares 371,230 Est. Cost $83.04 Unrealized +43.9%
SBUX STARBUCKS CORP COM 3.8%
Value ($000) $45,415 Shares 541,752 Est. Cost $49.47 Unrealized +37.3%
BA BOEING CO COM 3.4%
Value ($000) $41,114 Shares 112,947 Est. Cost $318.68 Unrealized +12.1%
APD AIR PRODS & CHEMS INC COM 3.3%
Value ($000) $39,672 Shares 175,255 Est. Cost $136.01 Unrealized +29.6%
AAPL APPLE INC COM 3.3%
Value ($000) $39,382 Shares 198,980 Est. Cost $40.11 Unrealized +16.2%
LMT LOCKHEED MARTIN CORP COM 3.2%
Value ($000) $38,805 Shares 106,743 Est. Cost $272.62 Unrealized +2.6%
MCD MCDONALDS CORP COM 3.2%
Value ($000) $38,093 Shares 183,437 Est. Cost $149.69 Unrealized +13.4%
HD HOME DEPOT INC COM 3.2%
Value ($000) $38,004 Shares 182,737 Est. Cost $154.73 Unrealized +9.6%
ACN ACCENTURE PLC IRELAND SHS CLAS 3.1%
Value ($000) $37,438 Shares 202,619 Est. Cost $139.61 Unrealized +17.2%
PAYX PAYCHEX INC COM 2.9%
Value ($000) $35,521 Shares 431,657 Est. Cost $52.65 Unrealized +32.1%
MRSH MARSH & MCLENNAN COS INC COM 2.9%
Value ($000) $35,440 Shares 355,288 Est. Cost $73.44 Unrealized +17.5%
CMI CUMMINS INC 2.8%
Value ($000) $33,847 Shares 197,543 Est. Cost $118.77 Unrealized +16.3%
NEE NEXTERA ENERGY INC COM 2.8%
Value ($000) $33,807 Shares 165,027 Est. Cost $32.29 Unrealized +29.4%
JPM JPMORGAN CHASE & CO COM 2.7%
Value ($000) $32,304 Shares 288,948 Est. Cost $90.35 Unrealized +1.8%
PEP PEPSICO INC 2.6%
Value ($000) $31,511 Shares 240,302 Est. Cost $93.78 Unrealized +11.7%
PNC PNC FINL SVCS GROUP INC COM 2.6%
Value ($000) $31,057 Shares 226,230 Est. Cost $115.03 Unrealized -9.5%
WEC WEC ENERGY GROUP INC COM 2.5%
Value ($000) $30,017 Shares 360,041 Est. Cost $56.63 Unrealized +14.7%
BLACKROCK INC COM 2.4%
Value ($000) $29,526 Shares 62,914 Est. Cost $458.18 Unrealized
JNJ JOHNSON & JOHNSON COM 2.4%
Value ($000) $28,989 Shares 208,133 Est. Cost $107.07 Unrealized +7.2%
ITW ILLINOIS TOOL WKS INC COM 2.3%
Value ($000) $28,170 Shares 186,789 Est. Cost $126.84 Unrealized +1.4%
MDT MEDTRONIC PLC SHS 2.3%
Value ($000) $27,893 Shares 286,401 Est. Cost $68.45 Unrealized +11.3%
PFE PFIZER INC COM 2.3%
Value ($000) $27,833 Shares 642,488 Est. Cost $24.44 Unrealized +19.6%
ABBV ABBVIE INC COM 2.3%
Value ($000) $27,714 Shares 381,105 Est. Cost $76.99 Unrealized -22.9%
OKE ONEOK INC NEW COM 2.2%
Value ($000) $26,258 Shares 381,602 Est. Cost $33.42 Unrealized +31.2%
UPS UNITED PARCEL SERVICE INC CL B 2.1%
Value ($000) $25,425 Shares 246,196 Est. Cost $85.23 Unrealized -6.0%
AVGO BROADCOM LTD. 2.1%
Value ($000) $24,954 Shares 86,687 Est. Cost $24.38 Unrealized 0.0%
ENB ENBRIDGE INC COM 2.0%
Value ($000) $24,419 Shares 676,808 Est. Cost $21.09 Unrealized +11.4%
HON HONEYWELL INTL INC COM 2.0%
Value ($000) $24,376 Shares 139,616 Est. Cost $117.42 Unrealized +18.1%
KMI KINDER MORGAN INC 1.6%
Value ($000) $19,032 Shares 911,502 Est. Cost $13.66 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING INC 0.9%
Value ($000) $10,635 Shares 64,328 Est. Cost $97.33 Unrealized +44.8%
VIG VANGUARD GROUP DIV APP ETF 0.7%
Value ($000) $8,039 Shares 69,805 Est. Cost $100.38 Unrealized
ECL ECOLAB INC COM 0.6%
Value ($000) $7,192 Shares 36,426 Est. Cost $122.40 Unrealized +41.5%
V VISA INC COM CL A 0.6%
Value ($000) $7,007 Shares 40,373 Est. Cost $117.25 Unrealized +33.3%
MTUM ISHARES EDGE MSCI USA MOMENTUM 0.5%
Value ($000) $6,174 Shares 52,060 Est. Cost $118.59 Unrealized
DIS WALT DISNEY CO 0.5%
Value ($000) $6,084 Shares 43,568 Est. Cost $98.77 Unrealized +29.6%
NKE NIKE INC CL B 0.5%
Value ($000) $5,929 Shares 70,626 Est. Cost $61.10 Unrealized +26.2%
IJT ISHARES TR S&P SMALLCAP 600 GT 0.5%
Value ($000) $5,795 Shares 31,757 Est. Cost $177.41 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARI 0.5%
Value ($000) $5,792 Shares 83,495 Est. Cost $69.37 Unrealized
TJX TJX COS INC NEW COM 0.5%
Value ($000) $5,685 Shares 107,511 Est. Cost $41.47 Unrealized +17.3%
LII LENNOX INTL INC COM 0.4%
Value ($000) $5,279 Shares 19,197 Est. Cost $182.92 Unrealized +37.3%
CMCSA COMCAST CORP NEW CL A 0.4%
Value ($000) $5,175 Shares 122,409 Est. Cost $31.37 Unrealized +13.3%
MCO MOODYS CORP COM 0.4%
Value ($000) $4,980 Shares 25,497 Est. Cost $148.75 Unrealized +20.6%
EL ESTEE LAUDER CO INC 0.4%
Value ($000) $4,877 Shares 26,635 Est. Cost $119.35 Unrealized +31.5%
MAR MARRIOTT INTL INC NEW CL A 0.4%
Value ($000) $4,750 Shares 33,860 Est. Cost $123.76 Unrealized +2.0%
RSG REPUBLIC SERVICES INC 0.4%
Value ($000) $4,392 Shares 50,687 Est. Cost $66.62 Unrealized +13.3%
ABT ABBOTT LABS COM 0.4%
Value ($000) $4,383 Shares 52,117 Est. Cost $36.10 Unrealized +94.5%
CSX CSX CORP 0.3%
Value ($000) $3,983 Shares 51,480 Est. Cost $16.35 Unrealized +44.0%
AMZN AMAZON 0.3%
Value ($000) $3,866 Shares 2,041 Est. Cost $78.76 Unrealized +18.3%
OSK OSHKOSH CORP. 0.3%
Value ($000) $3,565 Shares 42,699 Est. Cost $66.67 Unrealized +5.8%
AMGN AMGEN INC COM 0.3%
Value ($000) $3,364 Shares 18,253 Est. Cost $145.05 Unrealized +0.8%
ONB OLD NATIONAL BANCORP-IND 0.3%
Value ($000) $3,160 Shares 190,482 Est. Cost $14.32 Unrealized +16.5%
VUG VANGUARD INDEX FDS GROWTH ETF 0.3%
Value ($000) $3,091 Shares 18,920 Est. Cost $124.65 Unrealized
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $2,943 Shares 38,401 Est. Cost $55.83 Unrealized +1.9%
XYL XYLEM INCORPORATED 0.2%
Value ($000) $2,933 Shares 35,067 Est. Cost $73.59 Unrealized 0.0%
UNITED TECHNOLOGIES CORP COM 0.2%
Value ($000) $2,742 Shares 21,058 Est. Cost $84.17 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $2,686 Shares 32,038 Est. Cost $45.90 Unrealized +35.4%
AOS SMITH A O COM 0.2%
Value ($000) $2,529 Shares 53,632 Est. Cost $45.99 Unrealized -5.6%
VYM VANGUARD WHITEHALL FDS INC HIG 0.2%
Value ($000) $2,277 Shares 26,059 Est. Cost $74.04 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $2,215 Shares 16,250 Est. Cost $66.01 Unrealized +73.8%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $2,154 Shares 8,828 Est. Cost $194.58 Unrealized +10.7%
HAS HASBRO INC. 0.2%
Value ($000) $2,120 Shares 20,064 Est. Cost $75.35 Unrealized +2.1%
IBM INTERNATIONAL BUSINESS MACHS C 0.2%
Value ($000) $1,973 Shares 14,307 Est. Cost $105.67 Unrealized -6.7%
WFC WELLS FARGO & CO NEW COM 0.2%
Value ($000) $1,870 Shares 39,513 Est. Cost $46.88 Unrealized -16.6%
RCL ROYAL CARIBBEAN CRUISES LTD CO 0.2%
Value ($000) $1,856 Shares 15,309 Est. Cost $104.74 Unrealized +11.3%
XLK SELECT SECTOR SPDR TR TECHNOLO 0.2%
Value ($000) $1,821 Shares 23,329 Est. Cost $50.91 Unrealized
D DOMINION ENERGY INC COM 0.1%
Value ($000) $1,591 Shares 20,578 Est. Cost $51.79 Unrealized +9.8%
NVO NOVO-NORDISK A S ADR 0.1%
Value ($000) $1,455 Shares 28,500 Est. Cost $49.39 Unrealized
WM WASTE MANAGEMENT 0.1%
Value ($000) $1,373 Shares 11,904 Est. Cost $80.84 Unrealized +20.3%
BRK/B BERKSHIRE HATHAWAY INC CL B 0.1%
Value ($000) $1,368 Shares 6,417 Est. Cost $167.05 Unrealized +23.9%
XLI SELECT SECTOR SPDR TR SBI INT 0.1%
Value ($000) $1,334 Shares 17,234 Est. Cost $64.68 Unrealized
KR KROGER COMPANY 0.1%
Value ($000) $1,321 Shares 60,830 Est. Cost $24.89 Unrealized -15.3%
COR AMERISOURCEBERGEN CORP COM 0.1%
Value ($000) $1,285 Shares 15,077 Est. Cost $64.28 Unrealized -1.7%
PG PROCTER & GAMBLE CO COM 0.1%
Value ($000) $1,221 Shares 11,138 Est. Cost $62.17 Unrealized +45.6%
FCNTX FIDELITY CONTRAFUND 0.1%
Value ($000) $1,199 Shares 90,966 Est. Cost $22.87 Unrealized
VOE VANGUARD INDEX FDS MCAP VL IDX 0.1%
Value ($000) $1,083 Shares 9,724 Est. Cost $97.04 Unrealized
SDY S&P DIVIDEND ARISTOCRATS 0.1%
Value ($000) $1,020 Shares 10,115 Est. Cost $80.15 Unrealized
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $1,018 Shares 11,607 Est. Cost $60.77 Unrealized +11.7%
MMM 3M COMPANY 0.1%
Value ($000) $1,001 Shares 5,776 Est. Cost $111.05 Unrealized +8.6%
EFX EQUIFAX 0.1%
Value ($000) $980 Shares 7,250 Est. Cost $63.08 Unrealized +88.5%
VB VANGUARD INDEX FDS SMALL CP ET 0.1%
Value ($000) $952 Shares 6,078 Est. Cost $142.04 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 0.1%
Value ($000) $935 Shares 5,941 Est. Cost $139.08 Unrealized
ROP ROPER INDS 0.1%
Value ($000) $889 Shares 2,427 Est. Cost $241.70 Unrealized +41.2%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $843 Shares 2,610 Est. Cost $289.31 Unrealized -7.6%
PSA PUBLIC STORAGE COM 0.1%
Value ($000) $833 Shares 3,497 Est. Cost $141.56 Unrealized +22.8%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $822 Shares 9,310 Est. Cost $54.51 Unrealized +24.3%
CVX CHEVRON CORP 0.1%
Value ($000) $815 Shares 6,551 Est. Cost $77.17 Unrealized +16.9%
IJR ISHARES TRUST S&P SMALLCAP 600 0.1%
Value ($000) $778 Shares 9,935 Est. Cost $78.86 Unrealized
THFF FIRST FINANCIAL CORP-IND 0.1%
Value ($000) $728 Shares 18,139 Est. Cost $29.65 Unrealized +9.7%
GS GOLDMAN SACHS GRP 0.1%
Value ($000) $726 Shares 3,550 Est. Cost $135.12 Unrealized +25.1%
INTC INTEL CORP 0.1%
Value ($000) $717 Shares 14,980 Est. Cost $26.16 Unrealized +64.8%
VFIAX VANGUARD 500 INDEX FUND-ADM 0.1%
Value ($000) $709 Shares 2,614 Est. Cost $194.34 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $665 Shares 13,061 Est. Cost $35.05 Unrealized +13.9%
SYK STRYKER CORP 0.1%
Value ($000) $658 Shares 3,200 Est. Cost $110.78 Unrealized +60.5%
RLBGX AMERICAN BALANCED FUND 0.1%
Value ($000) $653 Shares 23,901 Est. Cost $26.05 Unrealized
XLE SELECT SECTOR SPDR TR ENERGY 0.1%
Value ($000) $645 Shares 10,117 Est. Cost $71.64 Unrealized
AXP AMERICAN EXPRESS COMPANY 0.1%
Value ($000) $628 Shares 5,090 Est. Cost $74.17 Unrealized +44.9%
GOOG ALPHABET INC CLASS C 0.1%
Value ($000) $619 Shares 573 Est. Cost $48.68 Unrealized +17.6%
LLY ELI LILLY & CO 0.1%
Value ($000) $619 Shares 5,590 Est. Cost $47.79 Unrealized +126.0%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $590 Shares 1,663 Est. Cost $289.69 Unrealized
NDAQ NASDAQ INC COM 0.0%
Value ($000) $584 Shares 6,068 Est. Cost $26.66 Unrealized +4.2%
DVY ISHARES DJ SELECT DIVIDEND 0.0%
Value ($000) $567 Shares 5,693 Est. Cost $57.42 Unrealized
BAC BANK OF AMER CORP 0.0%
Value ($000) $559 Shares 19,266 Est. Cost $21.18 Unrealized +15.6%
ELV ANTHEM INC. 0.0%
Value ($000) $548 Shares 1,942 Est. Cost $199.22 Unrealized +25.4%
XLY SELECT SECTOR SPDR TR SBI CONS 0.0%
Value ($000) $534 Shares 4,484 Est. Cost $80.08 Unrealized
CVS CVS CORP 0.0%
Value ($000) $502 Shares 9,216 Est. Cost $69.54 Unrealized -37.3%
XLF FINANCIAL S&P SECTOR 0.0%
Value ($000) $467 Shares 16,933 Est. Cost $23.98 Unrealized
FIS FIDELITY NATIONAL INFORMATION 0.0%
Value ($000) $465 Shares 3,787 Est. Cost $86.81 Unrealized +19.0%
KMB KIMBERLY-CLARK 0.0%
Value ($000) $461 Shares 3,461 Est. Cost $86.59 Unrealized +18.0%
VVAEQIV VANGUARD EQUITY INDEX 0.0%
Value ($000) $458 Shares 26,273 Est. Cost $17.05 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $431 Shares 7,796 Est. Cost $34.37 Unrealized +20.3%
IVV ISHARES S&P 500 INDEX FD 0.0%
Value ($000) $428 Shares 1,454 Est. Cost $287.26 Unrealized
IWM ISHARES RUSSELL 2000 INDEX FD 0.0%
Value ($000) $427 Shares 2,748 Est. Cost $145.68 Unrealized
AEP AMERICAN ELEC PWR 0.0%
Value ($000) $422 Shares 4,799 Est. Cost $68.23 Unrealized 0.0%
VWENX VANGUARD WELLINGTON ADMIRAL 0.0%
Value ($000) $420 Shares 5,877 Est. Cost $72.14 Unrealized
EFA ISHARES TR MSCI EAFE ETF 0.0%
Value ($000) $404 Shares 6,152 Est. Cost $66.50 Unrealized
MA MASTERCARD INC- CL A 0.0%
Value ($000) $399 Shares 1,510 Est. Cost $180.11 Unrealized +34.0%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $384 Shares 8,469 Est. Cost $36.84 Unrealized -2.0%
OGS ONE GAS INC COM 0.0%
Value ($000) $383 Shares 4,237 Est. Cost $34.23 Unrealized +158.5%
DIA SPDR DOW JONES INDL AVRG ETF U 0.0%
Value ($000) $380 Shares 1,430 Est. Cost $161.50 Unrealized
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $372 Shares 1,408 Est. Cost $200.60 Unrealized +13.0%
TRV TRAVELERS GROUP 0.0%
Value ($000) $364 Shares 2,432 Est. Cost $84.57 Unrealized +47.8%
RNPGX AMERICAN NEW PERSPECTIVE FUND 0.0%
Value ($000) $351 Shares 7,831 Est. Cost $40.51 Unrealized
VVAEINV VANGUARD EQUITY INCOME PORTFOL 0.0%
Value ($000) $350 Shares 21,669 Est. Cost $11.25 Unrealized
MAXIM INTEGRATED PRODS INC COM 0.0%
Value ($000) $345 Shares 5,775 Est. Cost $59.92 Unrealized
WELL WELLTOWER INC COM 0.0%
Value ($000) $333 Shares 4,087 Est. Cost $45.74 Unrealized +39.9%
QQQ INVESCO QQQ TR UNIT SER1 ETF 0.0%
Value ($000) $327 Shares 1,751 Est. Cost $171.73 Unrealized
WSO WATSCO INC. 0.0%
Value ($000) $325 Shares 1,987 Est. Cost $142.36 Unrealized +10.3%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $321 Shares 700 Est. Cost $128.08 Unrealized +10.0%
BRK/A BERKSHIRE HATHAWAY INC CL A 0.0%
Value ($000) $318 Shares 1 Est. Cost $219349.66 Unrealized +41.7%
VFC V F CORP COM 0.0%
Value ($000) $316 Shares 3,616 Est. Cost $57.04 Unrealized +51.0%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $311 Shares 14,182 Est. Cost $21.34 Unrealized -1.0%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $307 Shares 1,816 Est. Cost $108.13 Unrealized +36.7%
XLV SELECT SECTOR SPDR TR SBI HEAL 0.0%
Value ($000) $304 Shares 3,284 Est. Cost $78.67 Unrealized
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $303 Shares 3,700 Est. Cost $53.77 Unrealized +15.3%
VSIAX VANGUARD SMALL CAP VALUE INDEX 0.0%
Value ($000) $300 Shares 5,352 Est. Cost $49.45 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $299 Shares 2,094 Est. Cost $84.64 Unrealized +35.8%
ABALX AMER BALANCED FD INC 0.0%
Value ($000) $288 Shares 10,533 Est. Cost $25.00 Unrealized
META FACEBOOK INC CL A 0.0%
Value ($000) $285 Shares 1,478 Est. Cost $181.44 Unrealized 0.0%
PGR PROGRESSIVE CORP (OHIO) 0.0%
Value ($000) $283 Shares 3,535 Est. Cost $63.47 Unrealized 0.0%
GOOGL GOOGLE INC CL A 0.0%
Value ($000) $281 Shares 259 Est. Cost $54.33 Unrealized +5.7%
SWPPX SCHWAB S&P 500 INDX-SEL SHRS 0.0%
Value ($000) $270 Shares 5,942 Est. Cost $43.65 Unrealized
IAT ISHARES TR US REGNL BKS ETF 0.0%
Value ($000) $265 Shares 5,764 Est. Cost $42.58 Unrealized
BR BROADRIDGE FINANCIAL SOLUTION 0.0%
Value ($000) $260 Shares 2,037 Est. Cost $107.51 Unrealized 0.0%
CTAS CINTAS CORP 0.0%
Value ($000) $258 Shares 1,088 Est. Cost $51.79 Unrealized 0.0%
O REALTY INCOME CORP COM 0.0%
Value ($000) $256 Shares 3,706 Est. Cost $26.98 Unrealized +83.4%
ICE INTERCONTINENTAL EXCHANGE INC 0.0%
Value ($000) $252 Shares 2,927 Est. Cost $69.17 Unrealized +8.4%
MSCI MSCI INC. 0.0%
Value ($000) $245 Shares 1,025 Est. Cost $209.74 Unrealized 0.0%
NFLX NETFLIX 0.0%
Value ($000) $244 Shares 665 Est. Cost $32.09 Unrealized +12.4%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $244 Shares 1,070 Est. Cost $182.65 Unrealized +13.1%
XLC COMMUNICATION SERVICES SPDR FU 0.0%
Value ($000) $243 Shares 4,932 Est. Cost $46.85 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $241 Shares 1,642 Est. Cost $116.60 Unrealized +15.9%
CRM SALESFORCE.COM INC 0.0%
Value ($000) $239 Shares 1,575 Est. Cost $146.97 Unrealized +5.3%
FISV FISERV INC 0.0%
Value ($000) $237 Shares 2,599 Est. Cost $83.04 Unrealized +5.5%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $237 Shares 2,287 Est. Cost $80.87 Unrealized 0.0%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $234 Shares 2,218 Est. Cost $87.10 Unrealized 0.0%
DPZ DOMINOS PIZZA INC COM 0.0%
Value ($000) $233 Shares 839 Est. Cost $240.18 Unrealized +5.3%
TFX TELEFLEX INC 0.0%
Value ($000) $233 Shares 705 Est. Cost $290.43 Unrealized 0.0%
MFEIX MFS SER TR II EMERG GRW I 0.0%
Value ($000) $231 Shares 1,962 Est. Cost $110.62 Unrealized
IFF INTL FLAVORS & FRAGRANCES 0.0%
Value ($000) $230 Shares 1,583 Est. Cost $116.30 Unrealized 0.0%
VTSAX VANGUARD TOTAL STOCK MKT INDEX 0.0%
Value ($000) $228 Shares 3,127 Est. Cost $70.35 Unrealized
PHILLIPS EDISON ARC SHOPPING C 0.0%
Value ($000) $226 Shares 20,400 Est. Cost $11.03 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $225 Shares 892 Est. Cost $212.45 Unrealized -1.3%
VTI VANGUARD TOTAL STOCK MKT ETF 0.0%
Value ($000) $217 Shares 1,446 Est. Cost $150.07 Unrealized
XLP SELECT SECTOR SPDR TR SBI CONS 0.0%
Value ($000) $216 Shares 3,725 Est. Cost $48.29 Unrealized
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $214 Shares 3,590 Est. Cost $41.43 Unrealized 0.0%
APH AMPHENOL CORP 0.0%
Value ($000) $214 Shares 2,228 Est. Cost $22.58 Unrealized 0.0%
SCHM SCHWAB US MID CAP 0.0%
Value ($000) $210 Shares 3,671 Est. Cost $55.50 Unrealized
SSHFX SOUND SHORE FD INC 0.0%
Value ($000) $209 Shares 4,859 Est. Cost $51.27 Unrealized
VWAHX VANGUARD MUN BD FD INC HIGH YL 0.0%
Value ($000) $207 Shares 17,800 Est. Cost $11.46 Unrealized
VERSUM MATLS INC COM 0.0%
Value ($000) $205 Shares 3,981 Est. Cost $50.22 Unrealized
RYPRX ROYCE FD PREMIER SER 0.0%
Value ($000) $192 Shares 13,580 Est. Cost $18.74 Unrealized
VVATBMV VANGUARD TOTAL BOND MARKET IND 0.0%
Value ($000) $184 Shares 15,709 Est. Cost $11.71 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $170 Shares 12,325 Est. Cost $10.90 Unrealized -9.7%
HOSPITALITY INVESTORS TRUST IN 0.0%
Value ($000) $146 Shares 10,557 Est. Cost $13.83 Unrealized
FOCPX FIDELITY OTC PORT 0.0%
Value ($000) $139 Shares 11,423 Est. Cost $12.47 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $132 Shares 12,559 Est. Cost $19.98 Unrealized
GUD HOLDINGS LTD ORD 0.0%
Value ($000) $91 Shares 13,000 Est. Cost $5.15 Unrealized
CANNABIS SCIENCE INC. 0.0%
Value ($000) $3 Shares 99,780 Est. Cost $0.05 Unrealized
ADXDF ADEX MINING INC COM 0.0%
Value ($000) $0 Shares 14,000 Est. Cost $0.00 Unrealized +73.8%
ROWC THE ROWE COMPANIES INC 0.0%
Value ($000) $0 Shares 24,489 Est. Cost $0.00 Unrealized -11.4%