Thomasville National Bank Diversified Active

CIK: 0001561790 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 10, 2023

Total Value ($000): $868 (100.0% shares, 0.0% debt)

Holdings (210)

MSFT MICROSOFT CORP 5.1%
Value ($000) $45 Shares 185,806 Est. Cost $89.45 Unrealized +161.7%
AAPL APPLE, INC 4.6%
Value ($000) $40 Shares 305,105 Est. Cost $114.44 Unrealized +22.9%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 4.3%
Value ($000) $37 Shares 119,508 Est. Cost $158.24 Unrealized +87.7%
PANW PALO ALTO NETWORKS INC 3.4%
Value ($000) $29 Shares 209,526 Est. Cost $77.55 Unrealized +3.5%
AMZN AMAZON COM INC COM 3.1%
Value ($000) $27 Shares 318,687 Est. Cost $121.34 Unrealized -18.6%
JPM JP MORGAN CHASE & CO 3.0%
Value ($000) $26 Shares 197,038 Est. Cost $109.73 Unrealized +7.2%
GOOG ALPHABET INC CAP STK CL C 2.9%
Value ($000) $25 Shares 282,880 Est. Cost $107.65 Unrealized -12.0%
AJG GALLAGHER ARTHUR J & CO 2.8%
Value ($000) $24 Shares 128,960 Est. Cost $51.14 Unrealized +255.1%
ENB ENBRIDGE INC COM 2.8%
Value ($000) $24 Shares 621,844 Est. Cost $24.51 Unrealized +29.9%
CVS CVS HEALTH CORPORATION 2.6%
Value ($000) $23 Shares 243,962 Est. Cost $57.98 Unrealized +48.2%
BKNG BOOKING HLDGS INC 2.5%
Value ($000) $22 Shares 10,967 Est. Cost $1980.90 Unrealized -5.7%
V VISA INC COM CL A 2.5%
Value ($000) $22 Shares 105,833 Est. Cost $103.32 Unrealized +90.6%
TFC TRUIST FINANCIAL CORP 2.3%
Value ($000) $20 Shares 471,008 Est. Cost $35.80 Unrealized +3.6%
USB US BANCORP 2.3%
Value ($000) $20 Shares 457,765 Est. Cost $44.36 Unrealized -17.2%
COF CAPITAL ONE FINL CORP COM 2.2%
Value ($000) $19 Shares 202,147 Est. Cost $72.72 Unrealized +28.0%
DUK DUKE ENERGY CORP NEW COM NEW 2.2%
Value ($000) $19 Shares 181,383 Est. Cost $62.49 Unrealized +35.7%
XOM EXXON MOBIL CORP 2.1%
Value ($000) $18 Shares 165,933 Est. Cost $42.37 Unrealized +127.2%
RTX RAYTHEON TECHNOLOGIES CORP 2.1%
Value ($000) $18 Shares 177,116 Est. Cost $76.21 Unrealized +15.0%
JPST JP MORGAN EXCHANGE TRADED FD 1.8%
Value ($000) $16 Shares 314,842 Est. Cost $50.73 Unrealized
SHEL SHELL PLC 1.8%
Value ($000) $16 Shares 275,190 Est. Cost $54.51 Unrealized
CRM SALESFORCE COM INC COM 1.6%
Value ($000) $14 Shares 102,470 Est. Cost $143.94 Unrealized +0.2%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 1.6%
Value ($000) $14 Shares 225,393 Est. Cost $57.10 Unrealized
IVV ISHARES TR 1.5%
Value ($000) $13 Shares 32,769 Est. Cost $261.53 Unrealized
GILD GILEAD SCIENCES INC COM 1.4%
Value ($000) $12 Shares 144,751 Est. Cost $58.39 Unrealized +21.2%
ASML ASML HOLDING N V 1.4%
Value ($000) $12 Shares 22,634 Est. Cost $339.29 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADR 1.4%
Value ($000) $12 Shares 163,562 Est. Cost $108.62 Unrealized
FLO FLOWERS FOODS INC 1.4%
Value ($000) $12 Shares 410,114 Est. Cost $15.89 Unrealized +51.8%
VEEV VEEVA SYS INC 1.3%
Value ($000) $11 Shares 71,085 Est. Cost $209.62 Unrealized -18.5%
ZBH ZIMMER HLDGS INC 1.1%
Value ($000) $10 Shares 76,510 Est. Cost $115.92 Unrealized -2.6%
MRK MERCK & CO INC NEW 1.0%
Value ($000) $8 Shares 76,037 Est. Cost $60.16 Unrealized +54.3%
XLE SPDR SELECT SECTOR FUND - ENERGY SECTOR 0.9%
Value ($000) $8 Shares 91,991 Est. Cost $53.88 Unrealized
KO COCA COLA CO 0.8%
Value ($000) $7 Shares 115,044 Est. Cost $33.64 Unrealized +63.3%
BDX BECTON DICKINSON & CO 0.8%
Value ($000) $7 Shares 28,684 Est. Cost $227.21 Unrealized -1.8%
ZTS ZOETIS INC CL A 0.8%
Value ($000) $7 Shares 49,706 Est. Cost $143.20 Unrealized 0.0%
AFL AFLAC INC 0.8%
Value ($000) $7 Shares 95,487 Est. Cost $37.49 Unrealized +66.7%
VCSH VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 0.8%
Value ($000) $7 Shares 87,781 Est. Cost $0.08 Unrealized
MCD MCDONALDS CORP 0.8%
Value ($000) $7 Shares 24,775 Est. Cost $109.36 Unrealized +124.3%
WOOD LEASING, INC. 0.7%
Value ($000) $6 Shares 296 Est. Cost $13000.00 Unrealized
SO SOUTHERN COMPANY 0.7%
Value ($000) $6 Shares 88,518 Est. Cost $39.20 Unrealized +52.1%
BSV VANGUARD SHORT TERM BOND ETF 0.7%
Value ($000) $6 Shares 77,331 Est. Cost $80.70 Unrealized
ABBV ABBVIE INC 0.6%
Value ($000) $5 Shares 32,632 Est. Cost $52.50 Unrealized +161.4%
PFE PFIZER INC 0.6%
Value ($000) $5 Shares 96,613 Est. Cost $25.59 Unrealized +57.0%
EMR EMERSON ELECTRIC CO. 0.5%
Value ($000) $5 Shares 49,442 Est. Cost $46.23 Unrealized +82.8%
PARAMOUNT GLOBAL 0.5%
Value ($000) $5 Shares 278,220 Est. Cost $40.00 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.5%
Value ($000) $5 Shares 9,482 Est. Cost $273.49 Unrealized +56.0%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $4 Shares 23,862 Est. Cost $88.13 Unrealized +78.2%
META META PLATFORMS, INC. 0.5%
Value ($000) $4 Shares 34,643 Est. Cost $232.52 Unrealized -49.8%
VLO VALERO ENERGY CORP NEW 0.5%
Value ($000) $4 Shares 32,802 Est. Cost $66.22 Unrealized +72.3%
PM PHILIP MORRIS INTL INC COM 0.5%
Value ($000) $4 Shares 38,755 Est. Cost $68.79 Unrealized +18.2%
KELLOGG CO 0.4%
Value ($000) $4 Shares 50,357 Est. Cost $48.06 Unrealized +26.8%
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $4 Shares 90,702 Est. Cost $33.08 Unrealized -7.0%
SNY SANOFI SPONSORED ADR 0.4%
Value ($000) $3 Shares 71,841 Est. Cost $44.67 Unrealized
IVW ISHARES S&P 500 GROWTH INDEX 0.4%
Value ($000) $3 Shares 58,299 Est. Cost $74.48 Unrealized
VTR VENTAS INC COM 0.4%
Value ($000) $3 Shares 73,093 Est. Cost $44.68 Unrealized -15.5%
CB CHUBB LIMITED COM 0.4%
Value ($000) $3 Shares 14,809 Est. Cost $116.43 Unrealized +71.7%
PEP PEPSICO INC 0.4%
Value ($000) $3 Shares 17,381 Est. Cost $89.48 Unrealized +79.8%
SDY SPDR SERIES TRUST S&P DIVID ETF 0.3%
Value ($000) $3 Shares 23,419 Est. Cost $108.04 Unrealized
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $3 Shares 18,660 Est. Cost $93.57 Unrealized +38.7%
SPGI S&P GLOBAL INC COM 0.3%
Value ($000) $3 Shares 8,397 Est. Cost $350.22 Unrealized -8.3%
WMT WAL MART INC. 0.3%
Value ($000) $3 Shares 18,590 Est. Cost $31.90 Unrealized +43.1%
GSK GSK PLC 0.3%
Value ($000) $3 Shares 75,000 Est. Cost $29.43 Unrealized
CCBG CAPITAL CITY BANK GROUP, INC 0.3%
Value ($000) $2 Shares 74,000 Est. Cost $20.65 Unrealized +51.7%
LOW LOWES COMPANIES INC 0.3%
Value ($000) $2 Shares 12,049 Est. Cost $82.02 Unrealized +129.4%
ABT ABBOTT LABS 0.3%
Value ($000) $2 Shares 21,451 Est. Cost $41.87 Unrealized +133.1%
UNILEVER PLC SPON ADR NEW 0.3%
Value ($000) $2 Shares 46,439 Est. Cost $45.61 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $2 Shares 7,298 Est. Cost $115.53 Unrealized +143.4%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $2 Shares 25,494 Est. Cost $63.67 Unrealized +15.9%
CRW FREIGHT MANAGEMENT SERVICES, INC. 0.2%
Value ($000) $2 Shares 184 Est. Cost $1201.09 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $2 Shares 27,633 Est. Cost $48.72 Unrealized +33.9%
D DOMINION ENERGY, INC 0.2%
Value ($000) $2 Shares 32,247 Est. Cost $57.90 Unrealized -7.3%
BAC BANK OF AMERICA CORPORATION 0.2%
Value ($000) $2 Shares 58,398 Est. Cost $18.44 Unrealized +71.9%
IJT ISHARES S&P SMALLCAP 600 GROWTH INDEX 0.2%
Value ($000) $2 Shares 17,068 Est. Cost $134.53 Unrealized
GPN GLOBAL PMTS INC COM 0.2%
Value ($000) $2 Shares 18,041 Est. Cost $159.39 Unrealized -36.6%
SCHW SCHWAB CHARLES CORP NEW 0.2%
Value ($000) $2 Shares 21,256 Est. Cost $37.06 Unrealized +100.2%
LLY ELI LILLY & CO 0.2%
Value ($000) $2 Shares 4,594 Est. Cost $145.51 Unrealized +137.6%
VGT VANGUARD WORLD FDS INF TECH ETF 0.2%
Value ($000) $2 Shares 5,209 Est. Cost $141.82 Unrealized
BA BOEING CO CAPITAL STOCK COMMON 0.2%
Value ($000) $2 Shares 8,587 Est. Cost $156.86 Unrealized +4.3%
KHC KRAFT HEINZ CO COM 0.2%
Value ($000) $2 Shares 40,152 Est. Cost $24.77 Unrealized +31.2%
TMO THERMO FISHER SCIENTIFIC INCCOM 0.2%
Value ($000) $2 Shares 2,952 Est. Cost $203.04 Unrealized +158.6%
APD AIR PRODS & CHEMICALS, INC. 0.2%
Value ($000) $2 Shares 5,274 Est. Cost $253.99 Unrealized +2.2%
HANESBRANDS INC 0.2%
Value ($000) $1 Shares 233,794 Est. Cost $16.72 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $1 Shares 18,073 Est. Cost $41.01 Unrealized +78.5%
DIS WALT DISNEY CO. 0.2%
Value ($000) $1 Shares 16,964 Est. Cost $113.77 Unrealized -17.9%
CME CME GROUP INC. 0.2%
Value ($000) $1 Shares 8,517 Est. Cost $64.73 Unrealized +133.2%
IYY ISHARES DJ US INDEX FUND 0.2%
Value ($000) $1 Shares 14,826 Est. Cost $99.07 Unrealized
XLV HEALTHCARE SELECT SECTR SPDR 0.2%
Value ($000) $1 Shares 10,060 Est. Cost $77.04 Unrealized
ATO ATMOS ENERGY CORP 0.2%
Value ($000) $1 Shares 11,908 Est. Cost $89.30 Unrealized +13.9%
IWP ISHARE RUSSELL MIDCAP GROWTH 0.2%
Value ($000) $1 Shares 15,761 Est. Cost $102.35 Unrealized
IJS ISHARES S&P SMALLCAP 600 VALUE INDEX 0.2%
Value ($000) $1 Shares 14,338 Est. Cost $108.27 Unrealized
EFA ISHARES MSCI EAFE INDEX 0.1%
Value ($000) $1 Shares 19,243 Est. Cost $63.72 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $1 Shares 10,213 Est. Cost $39.77 Unrealized +175.1%
WFC WELLS FARGO & CO NEW 0.1%
Value ($000) $1 Shares 28,111 Est. Cost $42.28 Unrealized -3.4%
HON HONEYWELL INTERNATIONAL INC. 0.1%
Value ($000) $1 Shares 5,254 Est. Cost $99.47 Unrealized +79.7%
CSCO CISCO SYSTEM, INC. 0.1%
Value ($000) $1 Shares 23,415 Est. Cost $32.79 Unrealized +26.4%
IJR ISHARES S&P SMALLCAP 600 0.1%
Value ($000) $1 Shares 11,688 Est. Cost $71.32 Unrealized
IWF ISHARES RUSSELL 100 GROWTH 0.1%
Value ($000) $1 Shares 4,955 Est. Cost $130.82 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $1 Shares 3,929 Est. Cost $122.79 Unrealized +97.7%
IVE ISHARES S&P 500 VALUE 0.1%
Value ($000) $1 Shares 7,025 Est. Cost $93.50 Unrealized
LINDE PLC 0.1%
Value ($000) $1 Shares 3,098 Est. Cost $157.47 Unrealized
CVX CHEVRON CORP 0.1%
Value ($000) $1 Shares 5,587 Est. Cost $90.43 Unrealized +69.4%
IWS ISHARES RUSSELL MIDCAP INDEX 0.1%
Value ($000) $1 Shares 9,502 Est. Cost $79.55 Unrealized
BIV VANGUARD BD INDEX FD INC INTERMEDIATE TRM ETF 0.1%
Value ($000) $1 Shares 13,290 Est. Cost $69.33 Unrealized
IWD ISHARES TR RUSSELL1000VAL 0.1%
Value ($000) $1 Shares 6,454 Est. Cost $103.11 Unrealized
THOMASVILLE BANCSHARES, INC.SER A PFD STOCK 0.1%
Value ($000) $1 Shares 14,672 Est. Cost $53.86 Unrealized
BRK/A BERKSHIRE HATHAWAY, INC. CLASS A 0.1%
Value ($000) $1 Shares 2 Est. Cost $218981.89 Unrealized +104.9%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $1 Shares 11,865 Est. Cost $63.98 Unrealized +9.0%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $1 Shares 5,280 Est. Cost $109.68 Unrealized
DHR DANAHER CORP DEL COM 0.1%
Value ($000) $1 Shares 3,459 Est. Cost $93.63 Unrealized +143.7%
SYNOVUS FINL CORP COM NEW 0.1%
Value ($000) $1 Shares 24,244 Est. Cost $44.11 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 0.1%
Value ($000) $1 Shares 2,523 Est. Cost $184.61 Unrealized
T AT&T INC 0.1%
Value ($000) $1 Shares 47,859 Est. Cost $14.17 Unrealized +6.6%
CAH CARDINAL HEALTH INC COM 0.1%
Value ($000) $1 Shares 11,006 Est. Cost $45.85 Unrealized +56.1%
ELV ELEVANCE HEALTH, INC. 0.1%
Value ($000) $1 Shares 1,640 Est. Cost $132.70 Unrealized +265.1%
DVY ISHARES DOW JONES SELECT DIVIDEND INDEX 0.1%
Value ($000) $1 Shares 6,971 Est. Cost $80.90 Unrealized
CAT CATERPILLAR, INC. 0.1%
Value ($000) $1 Shares 3,369 Est. Cost $88.62 Unrealized +133.1%
IJH ISHARES S&P MIDCAP 400 0.1%
Value ($000) $1 Shares 3,222 Est. Cost $169.71 Unrealized
XLI SELECT SECTOR INDUSTRIAL SPDR TR 0.1%
Value ($000) $1 Shares 7,805 Est. Cost $65.25 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $1 Shares 4,824 Est. Cost $64.39 Unrealized +128.2%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $1 Shares 16,221 Est. Cost $31.35 Unrealized +11.7%
MMM 3M CO 0.1%
Value ($000) $1 Shares 6,024 Est. Cost $115.37 Unrealized -21.4%
IJJ ISHARES TR S&P MIDCP VALU 0.1%
Value ($000) $1 Shares 7,132 Est. Cost $104.63 Unrealized
DE DEERE & CO 0.1%
Value ($000) $1 Shares 1,672 Est. Cost $104.22 Unrealized +273.0%
UNH UNITED HEALTH GROUP INC 0.1%
Value ($000) $1 Shares 1,346 Est. Cost $219.80 Unrealized +127.7%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $1 Shares 5,087 Est. Cost $90.73 Unrealized +24.3%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $1 Shares 3,560 Est. Cost $126.70 Unrealized
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $1 Shares 8,733 Est. Cost $91.22 Unrealized -19.5%
VUG VANGUARD INDEX FDS GROWTH ETF 0.1%
Value ($000) $1 Shares 2,971 Est. Cost $85.34 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR 0.1%
Value ($000) $1 Shares 8,352 Est. Cost $54.74 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $1 Shares 3,443 Est. Cost $115.82 Unrealized +27.8%
MCK MCKESSON CORP COM 0.1%
Value ($000) $1 Shares 1,586 Est. Cost $120.28 Unrealized +205.3%
NVS NOVARTIS A G SPONSORED ADR 0.1%
Value ($000) $1 Shares 6,529 Est. Cost $78.21 Unrealized
XLY SELECT SECTOR SPDR TR SBI CONS DISCR 0.1%
Value ($000) $1 Shares 4,565 Est. Cost $90.97 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $1 Shares 6,552 Est. Cost $108.83 Unrealized -13.3%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $1 Shares 2,783 Est. Cost $127.03 Unrealized +49.7%
XLF CEF SELECT SECTOR SPDR FUND FINANCIAL 0.1%
Value ($000) $1 Shares 16,492 Est. Cost $24.22 Unrealized
GLD SPDR GOLD TRUST GOLD SHS 0.1%
Value ($000) $1 Shares 3,296 Est. Cost $164.23 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $1 Shares 8,285 Est. Cost $52.61 Unrealized +10.3%
INTC INTEL CORP 0.1%
Value ($000) $1 Shares 20,677 Est. Cost $52.17 Unrealized -48.9%
AGG ISHARE LEHMAN AGGREGATE BOND 0.1%
Value ($000) $1 Shares 5,632 Est. Cost $112.20 Unrealized
IWM ISHARES RUSSELL 2000 INDEX 0.1%
Value ($000) $1 Shares 3,049 Est. Cost $154.91 Unrealized
ADM ARCHER-DANIELS-MIDLAND CO. 0.1%
Value ($000) $1 Shares 5,731 Est. Cost $34.19 Unrealized +144.6%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $1 Shares 2,145 Est. Cost $125.49 Unrealized +75.7%
IEFA ISHARES TR CORE MSCI EAFE 0.1%
Value ($000) $1 Shares 8,485 Est. Cost $64.67 Unrealized
VB VANGUARD INDEX FDS SMALL CP ETF 0.1%
Value ($000) $1 Shares 2,822 Est. Cost $138.54 Unrealized
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $1 Shares 3,297 Est. Cost $71.85 Unrealized +113.2%
IWR ISHARES RUS MID-CAP ETF 0.1%
Value ($000) $0 Shares 7,144 Est. Cost $69.20 Unrealized
GREENFIELD BANKING CO. 0.1%
Value ($000) $0 Shares 5,200 Est. Cost $83.85 Unrealized
SPY SPDR S&P 500 ETF TR TR UNIT 0.1%
Value ($000) $0 Shares 1,188 Est. Cost $254.57 Unrealized
ES EVERSOURCE ENERGY COM 0.1%
Value ($000) $0 Shares 5,399 Est. Cost $42.92 Unrealized +60.7%
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $0 Shares 2,222 Est. Cost $168.79 Unrealized
AEP AMERICAN ELEC PWR INC 0.1%
Value ($000) $0 Shares 4,721 Est. Cost $41.84 Unrealized +93.4%
TSCO TRACTOR SUPPLY CO COM 0.1%
Value ($000) $0 Shares 1,950 Est. Cost $33.98 Unrealized +18.3%
IYH ISHARES DOW JONES US HEALTHCARE 0.1%
Value ($000) $0 Shares 1,545 Est. Cost $156.22 Unrealized
EEM ISHARE MSCI EMERGING MARKETS 0.1%
Value ($000) $0 Shares 11,496 Est. Cost $40.48 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $0 Shares 3,412 Est. Cost $156.34 Unrealized -26.8%
TC BANCSHARES INC 0.0%
Value ($000) $0 Shares 27,750 Est. Cost $13.33 Unrealized
CLX CLOROX CO 0.0%
Value ($000) $0 Shares 2,926 Est. Cost $109.17 Unrealized +17.1%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $0 Shares 2,590 Est. Cost $86.25 Unrealized +56.9%
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value ($000) $0 Shares 5,437 Est. Cost $56.30 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $0 Shares 1,431 Est. Cost $0.27 Unrealized
PZA INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF 0.0%
Value ($000) $0 Shares 16,600 Est. Cost $26.87 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $0 Shares 46,307 Est. Cost $0.01 Unrealized
RF REGIONS FINANCIAL CORP 0.0%
Value ($000) $0 Shares 16,526 Est. Cost $10.71 Unrealized +75.6%
GPC GENUINE PARTS CO. 0.0%
Value ($000) $0 Shares 1,990 Est. Cost $110.99 Unrealized +43.3%
ACWV ISHARES INC 0.0%
Value ($000) $0 Shares 3,605 Est. Cost $89.48 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $0 Shares 1,434 Est. Cost $93.38 Unrealized +145.2%
LAM RESEARCH CORP COM 0.0%
Value ($000) $0 Shares 800 Est. Cost $234.36 Unrealized
DAR DARLING INGREDIENTS INC COM 0.0%
Value ($000) $0 Shares 5,346 Est. Cost $72.44 Unrealized -2.6%
EXPE EXPEDIA GROUP 0.0%
Value ($000) $0 Shares 3,825 Est. Cost $134.22 Unrealized -30.1%
NDAQ NASDAQ INC COM 0.0%
Value ($000) $0 Shares 5,400 Est. Cost $46.70 Unrealized +27.5%
IOO ISHARES S&P GLOBAL 100 INDEX 0.0%
Value ($000) $0 Shares 5,128 Est. Cost $60.34 Unrealized
GIS GENERAL MILLS 0.0%
Value ($000) $0 Shares 3,885 Est. Cost $40.63 Unrealized +79.5%
IGSB ISHARES SHORT-TERM CORP BOND ETF 0.0%
Value ($000) $0 Shares 6,526 Est. Cost $70.50 Unrealized
CRW INC. 0.0%
Value ($000) $0 Shares 46 Est. Cost $4500.00 Unrealized
ROST ROSS STORES INC. 0.0%
Value ($000) $0 Shares 2,700 Est. Cost $81.75 Unrealized +20.5%
VYM VANGUARD WHITEHALL FDS INC HIGH DIV YLD 0.0%
Value ($000) $0 Shares 2,829 Est. Cost $105.08 Unrealized
BIL SPDR SERIES TRUST BRCLYS 1-3MT ETF 0.0%
Value ($000) $0 Shares 3,304 Est. Cost $0.09 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $0 Shares 2,044 Est. Cost $83.31 Unrealized +70.9%
FDX FEDEX CORP 0.0%
Value ($000) $0 Shares 1,678 Est. Cost $229.40 Unrealized -32.4%
VTV VANGUARD INDEX FDS VALUE ETF 0.0%
Value ($000) $0 Shares 2,034 Est. Cost $93.28 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $0 Shares 1,519 Est. Cost $101.61 Unrealized +66.7%
INTU INTUIT COM 0.0%
Value ($000) $0 Shares 721 Est. Cost $601.47 Unrealized -35.3%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $0 Shares 2,817 Est. Cost $85.30 Unrealized +1.7%
VWO VANGUARD EMERGING MKTS ETF 0.0%
Value ($000) $0 Shares 6,870 Est. Cost $53.54 Unrealized
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $0 Shares 1,120 Est. Cost $272.83 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $0 Shares 1,810 Est. Cost $206.33 Unrealized -31.3%
MGV VANGUARD WORLD FD 0.0%
Value ($000) $0 Shares 2,556 Est. Cost $73.92 Unrealized
BANC3 HOLDINGS, INC 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $10.00 Unrealized
XLB CEF SELECT SPDR FUND MATERIALS 0.0%
Value ($000) $0 Shares 3,321 Est. Cost $82.36 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $0 Shares 4,605 Est. Cost $46.08 Unrealized 0.0%
IJK ISHARES S&P MIDCAP 400 GROWTH INDEX 0.0%
Value ($000) $0 Shares 3,517 Est. Cost $80.93 Unrealized
SCPHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 33,000 Est. Cost $4.74 Unrealized
CSX CSX CORP 0.0%
Value ($000) $0 Shares 7,464 Est. Cost $30.90 Unrealized -7.0%
PLD PROLOGIS INC 0.0%
Value ($000) $0 Shares 2,025 Est. Cost $102.35 Unrealized -2.1%
IXN ISHARES TR S&P GBL INF 0.0%
Value ($000) $0 Shares 5,081 Est. Cost $103.44 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $0 Shares 2,154 Est. Cost $91.37 Unrealized 0.0%
XLK SELECT SECTOR SPDR TR TECHNOLOGY 0.0%
Value ($000) $0 Shares 1,727 Est. Cost $173.71 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $0 Shares 796 Est. Cost $264.08 Unrealized 0.0%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $0 Shares 5,057 Est. Cost $38.88 Unrealized 0.0%
MUB ISHARES TR 0.0%
Value ($000) $0 Shares 1,965 Est. Cost $116.03 Unrealized
IWV ISHARES RUSSELL 3000 INDEX 0.0%
Value ($000) $0 Shares 919 Est. Cost $0.22 Unrealized
NUVEEN GEORGIA QLTY MUN INC FD 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $12.30 Unrealized
DANIMER SCIENTIFIC INC 0.0%
Value ($000) $0 Shares 78,767 Est. Cost $22.73 Unrealized
AVXL ANAVEX LIFE SCIENCES CORP COM NEW 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $14.81 Unrealized -27.9%
PIMCO MUNICIPAL INCOME FUND II 0.0%
Value ($000) $0 Shares 12,000 Est. Cost $15.08 Unrealized
BGC PARTNERS INC CL A 0.0%
Value ($000) $0 Shares 21,000 Est. Cost $5.82 Unrealized
FST TR NEW OPPORT MLP & ENE FD 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $9.30 Unrealized
XBIT XBIOTECH INC COM 0.0%
Value ($000) $0 Shares 13,350 Est. Cost $14.61 Unrealized -76.7%
JOBY JOBY AVIATION INC 0.0%
Value ($000) $0 Shares 10,800 Est. Cost $10.08 Unrealized -59.8%
NATIONAL CINEMEDIA INC 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $0.00 Unrealized