Thomasville National Bank Diversified Active

CIK: 0001561790 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 10, 2023

Total Value ($000): $1,016,382 (100.0% shares, 0.0% debt)

Holdings (226)

MSFT MICROSOFT CORP 5.7%
Value ($000) $57,461 Shares 181,983 Est. Cost $89.45 Unrealized +262.9%
AAPL APPLE, INC 5.0%
Value ($000) $50,763 Shares 296,498 Est. Cost $114.44 Unrealized +58.4%
AMZN AMAZON COM INC COM 4.4%
Value ($000) $44,651 Shares 351,253 Est. Cost $119.79 Unrealized +11.9%
PANW PALO ALTO NETWORKS INC 4.2%
Value ($000) $42,947 Shares 183,189 Est. Cost $77.55 Unrealized +52.6%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 4.2%
Value ($000) $42,548 Shares 121,462 Est. Cost $160.75 Unrealized +120.7%
GOOG ALPHABET INC CAP STK CL C 3.8%
Value ($000) $38,924 Shares 295,218 Est. Cost $107.57 Unrealized +20.0%
BKNG BOOKING HLDGS INC 3.3%
Value ($000) $33,933 Shares 11,003 Est. Cost $1997.18 Unrealized +49.2%
JPM JP MORGAN CHASE & CO 2.9%
Value ($000) $29,309 Shares 202,105 Est. Cost $110.27 Unrealized +29.1%
AJG GALLAGHER ARTHUR J & CO 2.8%
Value ($000) $28,480 Shares 124,950 Est. Cost $51.14 Unrealized +328.4%
CVS CVS HEALTH CORPORATION 2.7%
Value ($000) $27,516 Shares 394,095 Est. Cost $60.48 Unrealized +6.8%
V VISA INC COM CL A 2.4%
Value ($000) $24,544 Shares 106,710 Est. Cost $105.86 Unrealized +123.1%
ENB ENBRIDGE INC COM 2.2%
Value ($000) $22,048 Shares 664,283 Est. Cost $24.92 Unrealized +21.9%
COF CAPITAL ONE FINL CORP COM 2.1%
Value ($000) $21,639 Shares 222,963 Est. Cost $75.12 Unrealized +37.2%
XOM EXXON MOBIL CORP 2.1%
Value ($000) $21,093 Shares 179,395 Est. Cost $46.37 Unrealized +117.8%
CRM SALESFORCE COM INC COM 2.0%
Value ($000) $20,337 Shares 100,289 Est. Cost $143.94 Unrealized +48.3%
JPST JP MORGAN EXCHANGE TRADED FD 1.9%
Value ($000) $19,215 Shares 382,916 Est. Cost $50.65 Unrealized
SHEL SHELL PLC 1.9%
Value ($000) $18,913 Shares 293,778 Est. Cost $54.78 Unrealized
USB US BANCORP 1.8%
Value ($000) $18,294 Shares 553,367 Est. Cost $42.51 Unrealized -23.5%
DUK DUKE ENERGY CORP NEW COM NEW 1.7%
Value ($000) $17,468 Shares 197,913 Est. Cost $64.39 Unrealized +29.8%
TFC TRUIST FINANCIAL CORP 1.6%
Value ($000) $16,748 Shares 585,401 Est. Cost $35.52 Unrealized -23.6%
TSM TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADR 1.6%
Value ($000) $15,937 Shares 183,398 Est. Cost $107.12 Unrealized
GSK GSK PLC 1.5%
Value ($000) $15,299 Shares 422,046 Est. Cost $35.02 Unrealized
VEEV VEEVA SYS INC 1.5%
Value ($000) $15,166 Shares 74,544 Est. Cost $208.40 Unrealized -3.3%
GD GENERAL DYNAMICS CORP COM 1.4%
Value ($000) $14,449 Shares 65,390 Est. Cost $204.94 Unrealized +3.0%
RTX RTX CORPORATION 1.3%
Value ($000) $13,405 Shares 186,252 Est. Cost $76.78 Unrealized +5.8%
IVV ISHARES TR 1.3%
Value ($000) $12,972 Shares 30,207 Est. Cost $261.53 Unrealized
ASML ASML HOLDING N V 1.2%
Value ($000) $11,824 Shares 20,086 Est. Cost $339.29 Unrealized
META META PLATFORMS, INC. 1.2%
Value ($000) $11,804 Shares 39,318 Est. Cost $228.25 Unrealized +31.1%
GILD GILEAD SCIENCES INC COM 1.1%
Value ($000) $11,433 Shares 152,562 Est. Cost $59.08 Unrealized +19.6%
ZTS ZOETIS INC CL A 1.0%
Value ($000) $10,203 Shares 58,647 Est. Cost $146.81 Unrealized +20.5%
ZBH ZIMMER HLDGS INC 0.9%
Value ($000) $9,105 Shares 81,135 Est. Cost $116.55 Unrealized +6.5%
XLE SPDR SELECT SECTOR FUND - ENERGY SECTOR 0.8%
Value ($000) $7,857 Shares 86,920 Est. Cost $53.88 Unrealized
VIG VANGUARD SPECIALIZED PORTFOLDIV APP ETF 0.8%
Value ($000) $7,778 Shares 50,057 Est. Cost $154.37 Unrealized
FLO FLOWERS FOODS INC 0.8%
Value ($000) $7,762 Shares 349,941 Est. Cost $15.89 Unrealized +32.7%
BDX BECTON DICKINSON & CO 0.7%
Value ($000) $7,399 Shares 28,618 Est. Cost $227.21 Unrealized +13.7%
DIS WALT DISNEY CO. 0.7%
Value ($000) $7,057 Shares 87,067 Est. Cost $100.91 Unrealized -17.3%
MCD MCDONALDS CORP 0.6%
Value ($000) $6,561 Shares 24,906 Est. Cost $114.00 Unrealized +136.4%
KO COCA COLA CO 0.6%
Value ($000) $6,511 Shares 116,309 Est. Cost $33.64 Unrealized +65.7%
WOOD LEASING, INC. 0.6%
Value ($000) $6,451 Shares 296 Est. Cost $13000.00 Unrealized
SO SOUTHERN COMPANY 0.6%
Value ($000) $5,847 Shares 90,346 Est. Cost $39.63 Unrealized +60.9%
VCSH VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 0.5%
Value ($000) $5,585 Shares 74,318 Est. Cost $0.08 Unrealized
MRK MERCK & CO INC NEW 0.5%
Value ($000) $5,151 Shares 50,038 Est. Cost $60.16 Unrealized +66.0%
EMR EMERSON ELECTRIC CO. 0.5%
Value ($000) $4,859 Shares 50,321 Est. Cost $46.23 Unrealized +97.2%
ABBV ABBVIE INC 0.5%
Value ($000) $4,790 Shares 32,135 Est. Cost $52.50 Unrealized +157.8%
AFL AFLAC INC 0.5%
Value ($000) $4,766 Shares 62,099 Est. Cost $37.49 Unrealized +88.1%
VLO VALERO ENERGY CORP NEW 0.5%
Value ($000) $4,669 Shares 32,948 Est. Cost $67.26 Unrealized +81.6%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.4%
Value ($000) $4,236 Shares 79,080 Est. Cost $54.67 Unrealized
SNY SANOFI SPONSORED ADR 0.4%
Value ($000) $4,233 Shares 78,907 Est. Cost $45.44 Unrealized
DGRW WISDOMTREE TR 0.4%
Value ($000) $4,210 Shares 66,315 Est. Cost $62.87 Unrealized
IVW ISHARES S&P 500 GROWTH INDEX 0.4%
Value ($000) $3,975 Shares 58,101 Est. Cost $74.48 Unrealized
KEMX KRANESHARES TR 0.4%
Value ($000) $3,787 Shares 147,677 Est. Cost $25.56 Unrealized
PM PHILIP MORRIS INTL INC COM 0.4%
Value ($000) $3,777 Shares 40,798 Est. Cost $69.83 Unrealized +23.4%
FLQM FRANKLIN TEMPLETON ETF TR 0.4%
Value ($000) $3,753 Shares 87,356 Est. Cost $43.51 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $3,731 Shares 23,957 Est. Cost $89.02 Unrealized +72.2%
VTR VENTAS INC COM 0.4%
Value ($000) $3,619 Shares 85,911 Est. Cost $44.37 Unrealized -6.4%
LMT LOCKHEED MARTIN CORP COM 0.4%
Value ($000) $3,588 Shares 8,773 Est. Cost $278.92 Unrealized +48.8%
PFE PFIZER INC 0.4%
Value ($000) $3,570 Shares 107,630 Est. Cost $26.56 Unrealized +15.1%
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $3,501 Shares 108,029 Est. Cost $32.94 Unrealized -12.0%
CCBG CAPITAL CITY BANK GROUP, INC 0.3%
Value ($000) $3,117 Shares 104,502 Est. Cost $23.52 Unrealized +23.2%
KELLANOVA 0.3%
Value ($000) $3,073 Shares 51,638 Est. Cost $48.43 Unrealized +13.3%
SPGI S&P GLOBAL INC COM 0.3%
Value ($000) $3,061 Shares 8,377 Est. Cost $350.22 Unrealized +10.2%
CB CHUBB LIMITED COM 0.3%
Value ($000) $3,044 Shares 14,621 Est. Cost $116.43 Unrealized +69.0%
PEP PEPSICO INC 0.3%
Value ($000) $3,026 Shares 17,861 Est. Cost $92.13 Unrealized +81.4%
WMT WAL MART INC. 0.3%
Value ($000) $2,952 Shares 18,459 Est. Cost $31.90 Unrealized +62.4%
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $2,718 Shares 18,631 Est. Cost $96.17 Unrealized +49.9%
BSV VANGUARD SHORT TERM BOND ETF 0.3%
Value ($000) $2,672 Shares 35,541 Est. Cost $80.70 Unrealized
LOW LOWES COMPANIES INC 0.2%
Value ($000) $2,442 Shares 11,751 Est. Cost $82.02 Unrealized +162.0%
UNILEVER PLC SPON ADR NEW 0.2%
Value ($000) $2,397 Shares 48,526 Est. Cost $45.82 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $2,361 Shares 4,395 Est. Cost $148.71 Unrealized +240.8%
MGMT UNIFIED SER TR 0.2%
Value ($000) $2,295 Shares 66,608 Est. Cost $34.46 Unrealized
VGT VANGUARD WORLD FDS INF TECH ETF 0.2%
Value ($000) $2,172 Shares 5,235 Est. Cost $161.69 Unrealized
SDY SPDR SERIES TRUST S&P DIVID ETF 0.2%
Value ($000) $2,166 Shares 18,833 Est. Cost $108.04 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $2,151 Shares 7,118 Est. Cost $117.57 Unrealized +157.7%
GPN GLOBAL PMTS INC COM 0.2%
Value ($000) $2,071 Shares 17,948 Est. Cost $159.39 Unrealized -27.2%
ABT ABBOTT LABS 0.2%
Value ($000) $2,045 Shares 21,115 Est. Cost $41.87 Unrealized +139.9%
CRW FREIGHT MANAGEMENT SERVICES, INC. 0.2%
Value ($000) $2,032 Shares 184 Est. Cost $1201.09 Unrealized
IJT ISHARES S&P SMALLCAP 600 GROWTH INDEX 0.2%
Value ($000) $1,867 Shares 17,025 Est. Cost $134.53 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $1,863 Shares 17,591 Est. Cost $41.01 Unrealized +175.0%
CME CME GROUP INC. 0.2%
Value ($000) $1,705 Shares 8,517 Est. Cost $64.73 Unrealized +178.4%
BAC BANK OF AMERICA CORPORATION 0.2%
Value ($000) $1,602 Shares 58,507 Est. Cost $18.69 Unrealized +48.8%
BA BOEING CO CAPITAL STOCK COMMON 0.2%
Value ($000) $1,598 Shares 8,337 Est. Cost $156.86 Unrealized +39.5%
APD AIR PRODS & CHEMICALS, INC. 0.2%
Value ($000) $1,557 Shares 5,495 Est. Cost $254.37 Unrealized +8.1%
NI NISOURCE INC COM 0.2%
Value ($000) $1,538 Shares 62,315 Est. Cost $24.91 Unrealized +0.5%
TMO THERMO FISHER SCIENTIFIC INCCOM 0.1%
Value ($000) $1,495 Shares 2,953 Est. Cost $207.56 Unrealized +154.8%
IYY ISHARES DJ US INDEX FUND 0.1%
Value ($000) $1,474 Shares 14,108 Est. Cost $99.07 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $1,470 Shares 25,652 Est. Cost $63.77 Unrealized +1.0%
IWP ISHARE RUSSELL MIDCAP GROWTH 0.1%
Value ($000) $1,448 Shares 15,855 Est. Cost $102.19 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $1,439 Shares 24,798 Est. Cost $48.72 Unrealized +11.5%
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $1,433 Shares 42,597 Est. Cost $25.24 Unrealized +20.9%
IWF ISHARES RUSSELL 100 GROWTH 0.1%
Value ($000) $1,342 Shares 5,044 Est. Cost $132.93 Unrealized
ATO ATMOS ENERGY CORP 0.1%
Value ($000) $1,337 Shares 12,620 Est. Cost $90.28 Unrealized +21.8%
XLV HEALTHCARE SELECT SECTR SPDR 0.1%
Value ($000) $1,333 Shares 10,357 Est. Cost $81.21 Unrealized
D DOMINION ENERGY, INC 0.1%
Value ($000) $1,279 Shares 28,638 Est. Cost $57.90 Unrealized -23.9%
IJS ISHARES S&P SMALLCAP 600 VALUE INDEX 0.1%
Value ($000) $1,276 Shares 14,302 Est. Cost $108.27 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $1,214 Shares 10,133 Est. Cost $39.77 Unrealized +171.3%
CSCO CISCO SYSTEM, INC. 0.1%
Value ($000) $1,200 Shares 22,327 Est. Cost $32.79 Unrealized +53.4%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $1,181 Shares 17,263 Est. Cost $64.42 Unrealized
IVE ISHARES S&P 500 VALUE 0.1%
Value ($000) $1,180 Shares 7,672 Est. Cost $99.77 Unrealized
VV VANGUARD INDEX FDS 0.1%
Value ($000) $1,125 Shares 5,751 Est. Cost $116.72 Unrealized
BRK/A BERKSHIRE HATHAWAY, INC. CLASS A 0.1%
Value ($000) $1,063 Shares 2 Est. Cost $218981.89 Unrealized +146.1%
EFA ISHARES MSCI EAFE INDEX 0.1%
Value ($000) $1,059 Shares 15,359 Est. Cost $63.72 Unrealized
WFC WELLS FARGO & CO NEW 0.1%
Value ($000) $1,050 Shares 25,695 Est. Cost $42.28 Unrealized -3.8%
IWD ISHARES TR RUSSELL1000VAL 0.1%
Value ($000) $1,033 Shares 6,804 Est. Cost $105.62 Unrealized
LIN LINDE PLC 0.1%
Value ($000) $1,026 Shares 2,756 Est. Cost $323.20 Unrealized +14.2%
ETN EATON CORP PLC 0.1%
Value ($000) $1,022 Shares 4,794 Est. Cost $64.39 Unrealized +225.6%
IWS ISHARES RUSSELL MIDCAP INDEX 0.1%
Value ($000) $991 Shares 9,494 Est. Cost $79.55 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $966 Shares 3,593 Est. Cost $122.79 Unrealized +88.8%
CAT CATERPILLAR, INC. 0.1%
Value ($000) $936 Shares 3,430 Est. Cost $96.58 Unrealized +170.7%
CVX CHEVRON CORP 0.1%
Value ($000) $936 Shares 5,548 Est. Cost $95.14 Unrealized +53.2%
HON HONEYWELL INTERNATIONAL INC. 0.1%
Value ($000) $925 Shares 5,009 Est. Cost $99.47 Unrealized +74.8%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $911 Shares 6,958 Est. Cost $107.52 Unrealized +19.4%
THOMASVILLE BANCSHARES, INC.SER A PFD STOCK 0.1%
Value ($000) $878 Shares 14,672 Est. Cost $53.86 Unrealized
BIV VANGUARD BD INDEX FD INC INTERMEDIATE TRM ETF 0.1%
Value ($000) $863 Shares 11,935 Est. Cost $69.33 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 0.1%
Value ($000) $843 Shares 2,146 Est. Cost $184.61 Unrealized
DHR DANAHER CORP DEL COM 0.1%
Value ($000) $816 Shares 3,289 Est. Cost $93.63 Unrealized +135.2%
CAH CARDINAL HEALTH INC COM 0.1%
Value ($000) $816 Shares 9,396 Est. Cost $45.85 Unrealized +89.1%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $807 Shares 11,345 Est. Cost $63.98 Unrealized +10.8%
XLI SELECT SECTOR INDUSTRIAL SPDR TR 0.1%
Value ($000) $799 Shares 7,880 Est. Cost $65.25 Unrealized
DVY ISHARES DOW JONES SELECT DIVIDEND INDEX 0.1%
Value ($000) $774 Shares 7,192 Est. Cost $82.76 Unrealized
SCHW SCHWAB CHARLES CORP NEW 0.1%
Value ($000) $752 Shares 13,699 Est. Cost $37.06 Unrealized +57.8%
VUG VANGUARD INDEX FDS GROWTH ETF 0.1%
Value ($000) $752 Shares 2,760 Est. Cost $102.68 Unrealized
XLY SELECT SECTOR SPDR TR SBI CONS DISCR 0.1%
Value ($000) $738 Shares 4,583 Est. Cost $96.65 Unrealized
IJH ISHARES S&P MIDCAP 400 0.1%
Value ($000) $731 Shares 2,930 Est. Cost $169.71 Unrealized
SYNOVUS FINL CORP COM NEW 0.1%
Value ($000) $718 Shares 25,833 Est. Cost $43.43 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $700 Shares 3,295 Est. Cost $126.70 Unrealized
MCK MCKESSON CORP COM 0.1%
Value ($000) $690 Shares 1,586 Est. Cost $120.28 Unrealized +246.5%
ELV ELEVANCE HEALTH, INC. 0.1%
Value ($000) $675 Shares 1,550 Est. Cost $132.70 Unrealized +229.0%
DE DEERE & CO 0.1%
Value ($000) $665 Shares 1,763 Est. Cost $122.76 Unrealized +224.2%
T AT&T INC 0.1%
Value ($000) $658 Shares 43,830 Est. Cost $14.32 Unrealized -9.5%
IJJ ISHARES TR S&P MIDCP VALU 0.1%
Value ($000) $643 Shares 6,372 Est. Cost $104.63 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $643 Shares 5,320 Est. Cost $91.90 Unrealized +28.1%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $638 Shares 15,165 Est. Cost $31.56 Unrealized +15.4%
NVS NOVARTIS A G SPONSORED ADR 0.1%
Value ($000) $622 Shares 6,110 Est. Cost $78.47 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.1%
Value ($000) $612 Shares 11,068 Est. Cost $57.22 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR 0.1%
Value ($000) $597 Shares 8,676 Est. Cost $55.39 Unrealized
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $591 Shares 7,538 Est. Cost $91.22 Unrealized -14.7%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $588 Shares 2,889 Est. Cost $129.92 Unrealized +58.7%
IJR ISHARES S&P SMALLCAP 600 0.1%
Value ($000) $586 Shares 6,213 Est. Cost $71.32 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $575 Shares 8,283 Est. Cost $53.29 Unrealized +26.1%
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $571 Shares 2,742 Est. Cost $176.60 Unrealized
XLF CEF SELECT SECTOR SPDR FUND FINANCIAL 0.1%
Value ($000) $563 Shares 16,968 Est. Cost $25.36 Unrealized
UNH UNITED HEALTH GROUP INC 0.1%
Value ($000) $557 Shares 1,105 Est. Cost $225.98 Unrealized +108.0%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $534 Shares 3,425 Est. Cost $118.03 Unrealized +28.5%
MMM 3M CO 0.1%
Value ($000) $526 Shares 5,620 Est. Cost $114.97 Unrealized -30.8%
SPY SPDR S&P 500 ETF TR TR UNIT 0.1%
Value ($000) $522 Shares 1,221 Est. Cost $262.07 Unrealized
CLX CLOROX CO 0.1%
Value ($000) $520 Shares 3,966 Est. Cost $116.71 Unrealized +19.9%
AGG ISHARE LEHMAN AGGREGATE BOND 0.1%
Value ($000) $516 Shares 5,491 Est. Cost $112.20 Unrealized
IEFA ISHARES TR CORE MSCI EAFE 0.1%
Value ($000) $513 Shares 7,969 Est. Cost $65.27 Unrealized
NVDA NVIDIA CORP COM 0.1%
Value ($000) $511 Shares 1,175 Est. Cost $21.92 Unrealized +104.3%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $507 Shares 3,328 Est. Cost $73.13 Unrealized +113.3%
VB VANGUARD INDEX FDS SMALL CP ETF 0.0%
Value ($000) $506 Shares 2,674 Est. Cost $143.93 Unrealized
LAM RESEARCH CORP COM 0.0%
Value ($000) $501 Shares 800 Est. Cost $234.36 Unrealized
IWM ISHARES RUSSELL 2000 INDEX 0.0%
Value ($000) $488 Shares 2,761 Est. Cost $154.91 Unrealized
IWR ISHARES RUS MID-CAP ETF 0.0%
Value ($000) $484 Shares 6,989 Est. Cost $69.28 Unrealized
GREENFIELD BANKING CO. 0.0%
Value ($000) $478 Shares 5,200 Est. Cost $83.85 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $473 Shares 13,315 Est. Cost $51.60 Unrealized -33.7%
IYH ISHARES DOW JONES US HEALTHCARE 0.0%
Value ($000) $451 Shares 1,671 Est. Cost $165.44 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $449 Shares 3,461 Est. Cost $155.86 Unrealized -14.7%
ADM ARCHER-DANIELS-MIDLAND CO. 0.0%
Value ($000) $447 Shares 5,922 Est. Cost $36.44 Unrealized +104.7%
TC BANCSHARES INC 0.0%
Value ($000) $425 Shares 31,213 Est. Cost $13.97 Unrealized
GLD SPDR GOLD TRUST GOLD SHS 0.0%
Value ($000) $415 Shares 2,422 Est. Cost $164.23 Unrealized
EEM ISHARE MSCI EMERGING MARKETS 0.0%
Value ($000) $412 Shares 10,864 Est. Cost $40.47 Unrealized
EXPE EXPEDIA GROUP 0.0%
Value ($000) $412 Shares 3,998 Est. Cost $132.75 Unrealized -17.5%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $410 Shares 2,084 Est. Cost $125.49 Unrealized +63.4%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $396 Shares 1,950 Est. Cost $33.98 Unrealized +22.3%
PARAMOUNT GLOBAL 0.0%
Value ($000) $396 Shares 30,676 Est. Cost $38.03 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $391 Shares 1,477 Est. Cost $229.40 Unrealized +7.6%
IOO ISHARES S&P GLOBAL 100 INDEX 0.0%
Value ($000) $378 Shares 5,159 Est. Cost $60.54 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $368 Shares 721 Est. Cost $601.47 Unrealized -17.1%
PZA INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF 0.0%
Value ($000) $368 Shares 16,600 Est. Cost $26.87 Unrealized
VTV VANGUARD INDEX FDS VALUE ETF 0.0%
Value ($000) $360 Shares 2,609 Est. Cost $103.31 Unrealized
CNX CNX RESOURCES CORPORATION 0.0%
Value ($000) $348 Shares 15,403 Est. Cost $20.73 Unrealized 0.0%
HLN HALEON PLC 0.0%
Value ($000) $345 Shares 41,437 Est. Cost $0.01 Unrealized
ACWV ISHARES INC 0.0%
Value ($000) $344 Shares 3,605 Est. Cost $89.48 Unrealized
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value ($000) $343 Shares 5,824 Est. Cost $56.83 Unrealized
CRW INC. 0.0%
Value ($000) $319 Shares 46 Est. Cost $4500.00 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $316 Shares 2,590 Est. Cost $86.25 Unrealized +47.5%
TXN TEXAS INSTRUMENTS INC. 0.0%
Value ($000) $313 Shares 1,967 Est. Cost $161.35 Unrealized -1.5%
ECL ECOLAB INC COM 0.0%
Value ($000) $307 Shares 1,810 Est. Cost $206.33 Unrealized -14.1%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $306 Shares 1,200 Est. Cost $222.97 Unrealized +17.6%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $305 Shares 2,046 Est. Cost $85.60 Unrealized +85.6%
ROST ROSS STORES INC. 0.0%
Value ($000) $305 Shares 2,700 Est. Cost $81.75 Unrealized +36.8%
VYM VANGUARD WHITEHALL FDS INC HIGH DIV YLD 0.0%
Value ($000) $300 Shares 2,904 Est. Cost $105.03 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $297 Shares 1,233 Est. Cost $100.30 Unrealized +130.5%
IXN ISHARES TR S&P GBL INF 0.0%
Value ($000) $294 Shares 5,081 Est. Cost $103.44 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $293 Shares 7,741 Est. Cost $37.40 Unrealized -0.4%
RF REGIONS FINANCIAL CORP 0.0%
Value ($000) $292 Shares 16,985 Est. Cost $11.38 Unrealized +48.9%
TSLA TESLA INC 0.0%
Value ($000) $291 Shares 1,164 Est. Cost $187.62 Unrealized +36.9%
IBM INT'L BUSINESS MACHINES CORP 0.0%
Value ($000) $291 Shares 2,075 Est. Cost $131.75 Unrealized 0.0%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $291 Shares 5,006 Est. Cost $42.92 Unrealized +38.6%
DAR DARLING INGREDIENTS INC COM 0.0%
Value ($000) $288 Shares 5,514 Est. Cost $72.20 Unrealized -13.5%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $279 Shares 3,705 Est. Cost $41.84 Unrealized +77.7%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $276 Shares 4,995 Est. Cost $38.88 Unrealized +37.4%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $273 Shares 2,500 Est. Cost $81.35 Unrealized +24.7%
XLK SELECT SECTOR SPDR TR TECHNOLOGY 0.0%
Value ($000) $270 Shares 1,646 Est. Cost $173.30 Unrealized
XLB CEF SELECT SPDR FUND MATERIALS 0.0%
Value ($000) $264 Shares 3,363 Est. Cost $82.31 Unrealized
NDAQ NASDAQ INC COM 0.0%
Value ($000) $262 Shares 5,400 Est. Cost $46.89 Unrealized +4.5%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $262 Shares 2,183 Est. Cost $91.53 Unrealized +12.9%
CLH CLEAN HARBORS INC COM 0.0%
Value ($000) $262 Shares 1,566 Est. Cost $130.22 Unrealized +29.5%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $261 Shares 4,481 Est. Cost $46.57 Unrealized +16.8%
BANC3 HOLDINGS, INC 0.0%
Value ($000) $260 Shares 20,000 Est. Cost $10.00 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $255 Shares 1,563 Est. Cost $104.32 Unrealized +53.2%
IJK ISHARES S&P MIDCAP 400 GROWTH INDEX 0.0%
Value ($000) $254 Shares 3,517 Est. Cost $80.93 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $249 Shares 300 Est. Cost $68.73 Unrealized +22.2%
SCPHARMACEUTICALS INC 0.0%
Value ($000) $235 Shares 33,000 Est. Cost $4.74 Unrealized
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $235 Shares 994 Est. Cost $206.53 Unrealized +12.4%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $231 Shares 2,698 Est. Cost $84.80 Unrealized -1.1%
CSX CSX CORP 0.0%
Value ($000) $229 Shares 7,443 Est. Cost $30.87 Unrealized -0.9%
GIS GENERAL MILLS 0.0%
Value ($000) $228 Shares 3,560 Est. Cost $40.63 Unrealized +58.9%
PLD PROLOGIS INC 0.0%
Value ($000) $227 Shares 2,025 Est. Cost $102.35 Unrealized +10.4%
IWV ISHARES RUSSELL 3000 INDEX 0.0%
Value ($000) $225 Shares 919 Est. Cost $0.22 Unrealized
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $220 Shares 1,095 Est. Cost $272.83 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $220 Shares 715 Est. Cost $264.08 Unrealized +15.3%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $218 Shares 608 Est. Cost $0.27 Unrealized
CI CIGNA CORP NEW 0.0%
Value ($000) $215 Shares 752 Est. Cost $276.18 Unrealized -1.2%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $214 Shares 2,253 Est. Cost $85.30 Unrealized -1.2%
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $210 Shares 372 Est. Cost $487.14 Unrealized +9.3%
VWO VANGUARD EMERGING MKTS ETF 0.0%
Value ($000) $209 Shares 5,340 Est. Cost $53.07 Unrealized
CMCSA COMCAST CORP 0.0%
Value ($000) $203 Shares 4,583 Est. Cost $41.49 Unrealized 0.0%
MUB ISHARES TR 0.0%
Value ($000) $201 Shares 1,965 Est. Cost $116.03 Unrealized
DANIMER SCIENTIFIC INC 0.0%
Value ($000) $163 Shares 78,767 Est. Cost $22.73 Unrealized
BGC BGC GROUP INC 0.0%
Value ($000) $111 Shares 21,000 Est. Cost $4.88 Unrealized 0.0%
AVXL ANAVEX LIFE SCIENCES CORP COM NEW 0.0%
Value ($000) $98 Shares 15,000 Est. Cost $14.81 Unrealized -46.3%
JOBY JOBY AVIATION INC 0.0%
Value ($000) $81 Shares 12,500 Est. Cost $9.45 Unrealized -16.6%
XBIT XBIOTECH INC COM 0.0%
Value ($000) $55 Shares 13,350 Est. Cost $14.61 Unrealized -65.8%
APPHARVEST INC 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.59 Unrealized