HORIZON BANCORP INC /IN/ Diversified Active

CIK: 0000706129 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 3, 2023

Total Value ($000): $157 (100.0% shares, 0.0% debt)

Holdings (234)

GVI Ishares Intermediate Government Credit ETF 39.0%
Value ($000) $61 Shares 593,297 Est. Cost $0.10 Unrealized
BND Vanguard Bd Index Fds 38.9%
Value ($000) $61 Shares 838,427 Est. Cost $0.07 Unrealized
HBNC Horizon Bancorp Inc 4.8%
Value ($000) $8 Shares 723,719 Est. Cost $15.59 Unrealized -36.3%
PFE Pfizer Inc 2.4%
Value ($000) $4 Shares 103,966 Est. Cost $26.82 Unrealized +23.9%
EFA Ishares Msci Eafe Index 0.7%
Value ($000) $1 Shares 14,420 Est. Cost $3.15 Unrealized
IEFA Ishares Core Msci Eafe ETF 0.6%
Value ($000) $1 Shares 14,643 Est. Cost $0.07 Unrealized
SDY SPDR S&P Dividend 0.6%
Value ($000) $1 Shares 7,083 Est. Cost $7.04 Unrealized
ABT Abbott Labs 0.5%
Value ($000) $1 Shares 7,508 Est. Cost $80.04 Unrealized +26.8%
MSFT Microsoft Corp 0.4%
Value ($000) $1 Shares 1,872 Est. Cost $221.38 Unrealized +38.8%
VCR Vanguard Consumer Discretionary 0.4%
Value ($000) $1 Shares 2,155 Est. Cost $165.10 Unrealized
AAPL Apple Inc 0.4%
Value ($000) $1 Shares 3,071 Est. Cost $130.62 Unrealized +31.7%
EEM Ishares Msci Emerging Markets 0.3%
Value ($000) $1 Shares 13,591 Est. Cost $0.04 Unrealized
AMZN Amazon.Com Inc 0.3%
Value ($000) $1 Shares 4,031 Est. Cost $109.86 Unrealized +3.9%
NI Nisource Inc 0.3%
Value ($000) $0 Shares 16,963 Est. Cost $22.35 Unrealized +14.1%
ORCL Oracle Corp 0.3%
Value ($000) $0 Shares 3,878 Est. Cost $52.58 Unrealized +90.9%
VUG Vanguard Index Fds 0.3%
Value ($000) $0 Shares 1,615 Est. Cost $0.28 Unrealized
VTV ETF Vanguard Value 0.2%
Value ($000) $0 Shares 2,737 Est. Cost $0.14 Unrealized
FXO First Trust Financials Alphadex 0.2%
Value ($000) $0 Shares 10,042 Est. Cost $17.94 Unrealized
ELV Elevance Health INC 0.2%
Value ($000) $0 Shares 786 Est. Cost $253.23 Unrealized +74.8%
VOT Vanguard Mid-Cap Growth Index 0.2%
Value ($000) $0 Shares 1,546 Est. Cost $0.21 Unrealized
VBR Vanguard Index Funds Smallcap Value ETF 0.2%
Value ($000) $0 Shares 1,905 Est. Cost $0.17 Unrealized
VBK Vanguard Index Funds Smallcap Growth ETF 0.2%
Value ($000) $0 Shares 1,368 Est. Cost $0.23 Unrealized
VOE Vanguard Mid-Cap Value ETF Voe 0.2%
Value ($000) $0 Shares 2,256 Est. Cost $0.14 Unrealized
VOX Vanguard Communication Services 0.2%
Value ($000) $0 Shares 2,888 Est. Cost $31.15 Unrealized
XOM Exxon Mobil Corp 0.2%
Value ($000) $0 Shares 2,701 Est. Cost $84.86 Unrealized +17.4%
ABBV Abbvie Inc 0.2%
Value ($000) $0 Shares 2,084 Est. Cost $65.33 Unrealized +104.7%
LLY Lilly Eli & CO 0.2%
Value ($000) $0 Shares 595 Est. Cost $110.93 Unrealized +270.9%
AAAU Goldman Sachs Physical Gold Unit 0.2%
Value ($000) $0 Shares 13,309 Est. Cost $0.02 Unrealized
BRK/B Berkshire Hathaway Inc Class B 0.2%
Value ($000) $0 Shares 731 Est. Cost $214.85 Unrealized +51.9%
FITB Fifth Third Bancorp 0.2%
Value ($000) $0 Shares 9,064 Est. Cost $22.92 Unrealized +0.8%
META Meta Platforms Inc Cl A 0.1%
Value ($000) $0 Shares 768 Est. Cost $203.04 Unrealized +20.7%
MA Mastercard Inc 0.1%
Value ($000) $0 Shares 560 Est. Cost $279.87 Unrealized +32.2%
ACN Accenture PLC 0.1%
Value ($000) $0 Shares 701 Est. Cost $179.50 Unrealized +55.8%
MRK Merck & CO Inc 0.1%
Value ($000) $0 Shares 1,744 Est. Cost $95.17 Unrealized +9.8%
PM Philip Morris International Inc 0.1%
Value ($000) $0 Shares 2,025 Est. Cost $60.04 Unrealized +40.7%
AMD Advanced Micro Devices 0.1%
Value ($000) $0 Shares 1,607 Est. Cost $36.81 Unrealized +182.5%
INTU Intuit 0.1%
Value ($000) $0 Shares 398 Est. Cost $251.45 Unrealized +71.4%
AEP American Electric & Power CO 0.1%
Value ($000) $0 Shares 2,152 Est. Cost $79.57 Unrealized +0.5%
NOW Servicenow Inc 0.1%
Value ($000) $0 Shares 309 Est. Cost $78.16 Unrealized +27.9%
ADSK Autodesk Inc 0.1%
Value ($000) $0 Shares 835 Est. Cost $200.64 Unrealized -0.3%
MO Altria Group Inc 0.1%
Value ($000) $0 Shares 3,772 Est. Cost $28.58 Unrealized +28.0%
SPGI S&P Global Inc 0.1%
Value ($000) $0 Shares 423 Est. Cost $246.86 Unrealized +44.9%
QCOM Qualcomm Inc 0.1%
Value ($000) $0 Shares 1,376 Est. Cost $73.64 Unrealized +47.1%
CVX Chevron Corp 0.1%
Value ($000) $0 Shares 1,028 Est. Cost $110.56 Unrealized +29.6%
FDX Fedex Corp 0.1%
Value ($000) $0 Shares 648 Est. Cost $135.25 Unrealized +59.7%
JPM JPMorgan 0.1%
Value ($000) $0 Shares 1,075 Est. Cost $129.27 Unrealized +0.3%
CMI Cummins Inc 0.1%
Value ($000) $0 Shares 628 Est. Cost $153.93 Unrealized +38.3%
LMT Lockheed Martin Corp 0.1%
Value ($000) $0 Shares 330 Est. Cost $324.81 Unrealized +32.8%
CTSH Cognizant Tech Solutions Cl A 0.1%
Value ($000) $0 Shares 2,317 Est. Cost $55.69 Unrealized +6.6%
UPS United Parcel Service Inc Cl B 0.1%
Value ($000) $0 Shares 803 Est. Cost $92.83 Unrealized +66.5%
VNQ Vanguard REIT ETF 0.1%
Value ($000) $0 Shares 1,697 Est. Cost $69.75 Unrealized
AON AON PLC Shs Cl A 0.1%
Value ($000) $0 Shares 390 Est. Cost $285.70 Unrealized +11.6%
GD General Dynamics Corp 0.1%
Value ($000) $0 Shares 629 Est. Cost $161.42 Unrealized +26.7%
NVDA Nvidia Corp 0.1%
Value ($000) $0 Shares 317 Est. Cost $33.17 Unrealized 0.0%
INTC Intel Corp 0.1%
Value ($000) $0 Shares 3,971 Est. Cost $49.16 Unrealized -37.5%
AMGN Amgen Inc 0.1%
Value ($000) $0 Shares 593 Est. Cost $184.19 Unrealized +16.0%
NOC Northrop Grumman Corp 0.1%
Value ($000) $0 Shares 283 Est. Cost $317.67 Unrealized +36.6%
EFV Ishares Tr EAFE Value ETF 0.1%
Value ($000) $0 Shares 2,602 Est. Cost $0.05 Unrealized
MDLZ Mondelez International Inc 0.1%
Value ($000) $0 Shares 1,748 Est. Cost $68.54 Unrealized 0.0%
SO Southern CO 0.1%
Value ($000) $0 Shares 1,800 Est. Cost $65.30 Unrealized 0.0%
CVS CVS Health Corp 0.1%
Value ($000) $0 Shares 1,813 Est. Cost $64.08 Unrealized +0.4%
CMCSA ComcAst Corp Cl A 0.1%
Value ($000) $0 Shares 2,810 Est. Cost $36.65 Unrealized 0.0%
PANW Palo Alto Networks Inc 0.1%
Value ($000) $0 Shares 444 Est. Cost $104.05 Unrealized 0.0%
YUM Yum Brands Inc 0.1%
Value ($000) $0 Shares 779 Est. Cost $91.75 Unrealized +40.4%
SCZ Ishares Trust EAFE Small Cap ETF 0.1%
Value ($000) $0 Shares 1,810 Est. Cost $0.06 Unrealized
RTX Raytheon Technologies Corp 0.1%
Value ($000) $0 Shares 1,083 Est. Cost $90.09 Unrealized +2.4%
GOOG Alphabet Inc Cl C 0.1%
Value ($000) $0 Shares 867 Est. Cost $114.89 Unrealized 0.0%
SLB Schlumberger 0.1%
Value ($000) $0 Shares 2,110 Est. Cost $44.51 Unrealized 0.0%
AMT American Tower Corp REIT 0.1%
Value ($000) $0 Shares 525 Est. Cost $178.08 Unrealized 0.0%
BA Boeing Co 0.1%
Value ($000) $0 Shares 460 Est. Cost $206.34 Unrealized +0.7%
V Visa Inc Cl A 0.1%
Value ($000) $0 Shares 400 Est. Cost $172.55 Unrealized +30.1%
PPL PPL Corp 0.1%
Value ($000) $0 Shares 3,471 Est. Cost $25.15 Unrealized 0.0%
GOOGL Alphabet Inc Cl A 0.1%
Value ($000) $0 Shares 750 Est. Cost $114.24 Unrealized 0.0%
HBAN Huntington Bancshares 0.1%
Value ($000) $0 Shares 8,351 Est. Cost $12.42 Unrealized -23.7%
NEE Nextera Energy Inc 0.1%
Value ($000) $0 Shares 1,184 Est. Cost $69.09 Unrealized +1.3%
PG Procter & Gamble CO 0.1%
Value ($000) $0 Shares 570 Est. Cost $113.78 Unrealized +24.2%
LHX L3 Harris Technologies Inc Com 0.1%
Value ($000) $0 Shares 436 Est. Cost $177.58 Unrealized +1.9%
KO Coca Cola CO 0.1%
Value ($000) $0 Shares 1,366 Est. Cost $47.46 Unrealized +20.9%
ADBE Adobe Systems Inc 0.1%
Value ($000) $0 Shares 166 Est. Cost $402.84 Unrealized 0.0%
VTRS Viatris Inc 0.1%
Value ($000) $0 Shares 8,115 Est. Cost $9.05 Unrealized -6.5%
T AT&T Inc 0.1%
Value ($000) $0 Shares 5,003 Est. Cost $14.79 Unrealized 0.0%
TJX TJX Cos Inc 0.0%
Value ($000) $0 Shares 919 Est. Cost $59.84 Unrealized +27.2%
CSCO Cisco Systems Inc 0.0%
Value ($000) $0 Shares 1,407 Est. Cost $43.12 Unrealized +5.5%
FFBC First Financial Bancorp 0.0%
Value ($000) $0 Shares 3,426 Est. Cost $18.77 Unrealized -2.6%
AEE Ameren Corp 0.0%
Value ($000) $0 Shares 800 Est. Cost $78.68 Unrealized 0.0%
IWO Ishares Russell 2000 Growth 0.0%
Value ($000) $0 Shares 260 Est. Cost $0.24 Unrealized
MSI Motorola Solutions Inc 0.0%
Value ($000) $0 Shares 213 Est. Cost $150.79 Unrealized +84.4%
VRSN Verisign Inc 0.0%
Value ($000) $0 Shares 266 Est. Cost $186.26 Unrealized +17.3%
WMT Wal-Mart Inc 0.0%
Value ($000) $0 Shares 380 Est. Cost $38.26 Unrealized +28.0%
Ansys Inc 0.0%
Value ($000) $0 Shares 183 Est. Cost $0.24 Unrealized
DE Deere & Co 0.0%
Value ($000) $0 Shares 147 Est. Cost $339.32 Unrealized +8.4%
COP Conocophillips 0.0%
Value ($000) $0 Shares 572 Est. Cost $40.23 Unrealized +134.9%
JNJ Johnson & Johnson 0.0%
Value ($000) $0 Shares 355 Est. Cost $114.44 Unrealized +30.1%
AOS A O Smith Corp 0.0%
Value ($000) $0 Shares 801 Est. Cost $43.33 Unrealized +50.8%
CRM Salesforce Com Inc 0.0%
Value ($000) $0 Shares 272 Est. Cost $201.68 Unrealized 0.0%
EOG EOG Resources Inc Com 0.0%
Value ($000) $0 Shares 500 Est. Cost $104.44 Unrealized 0.0%
FS Energy and Power Fund 0.0%
Value ($000) $0 Shares 14,525 Est. Cost $0.01 Unrealized
DIS Disney Walt CO 0.0%
Value ($000) $0 Shares 621 Est. Cost $128.46 Unrealized -28.0%
PRU Prudential Financial Inc 0.0%
Value ($000) $0 Shares 619 Est. Cost $82.68 Unrealized -11.1%
DD DuPont de Nemours Inc Com 0.0%
Value ($000) $0 Shares 763 Est. Cost $26.89 Unrealized +1.0%
HUM Humana Inc Com 0.0%
Value ($000) $0 Shares 123 Est. Cost $319.98 Unrealized +52.6%
HII Huntington Ingalls Inds Inc 0.0%
Value ($000) $0 Shares 238 Est. Cost $200.90 Unrealized -2.6%
HD Home Depot Inc 0.0%
Value ($000) $0 Shares 173 Est. Cost $276.41 Unrealized 0.0%
FOX Fox Corp B Com 0.0%
Value ($000) $0 Shares 1,691 Est. Cost $28.77 Unrealized +1.6%
HAL Halliburton CO 0.0%
Value ($000) $0 Shares 1,608 Est. Cost $29.68 Unrealized 0.0%
ORLY O'Reilly Automotive Inc 0.0%
Value ($000) $0 Shares 55 Est. Cost $28.61 Unrealized +113.4%
TXT Textron Inc 0.0%
Value ($000) $0 Shares 776 Est. Cost $40.38 Unrealized +62.9%
BF/B Brown Forman Corp Cl B 0.0%
Value ($000) $0 Shares 777 Est. Cost $58.25 Unrealized +3.7%
WY Weyerhaeuser Company 0.0%
Value ($000) $0 Shares 1,563 Est. Cost $21.34 Unrealized +30.4%
ADI Analog Devices 0.0%
Value ($000) $0 Shares 262 Est. Cost $176.89 Unrealized 0.0%
University of Michigan Bonds 2.7500 04/01/26 0.0%
Value ($000) $0 Shares 50,000 Est. Cost $0.00 Unrealized
Laboratory Corp America Hldgs 0.0%
Value ($000) $0 Shares 209 Est. Cost $169.07 Unrealized
PEG Public Svc Enterprise Grp Inc 0.0%
Value ($000) $0 Shares 800 Est. Cost $57.12 Unrealized 0.0%
Kenton County School District 3.00 04/01/27 0.0%
Value ($000) $0 Shares 50,000 Est. Cost $0.00 Unrealized
LDOS Leidos Holdings Inc Com 0.0%
Value ($000) $0 Shares 542 Est. Cost $93.05 Unrealized -11.3%
CSX Csx Corp 0.0%
Value ($000) $0 Shares 1,398 Est. Cost $22.49 Unrealized +35.3%
EFX Equifax Inc 0.0%
Value ($000) $0 Shares 206 Est. Cost $132.13 Unrealized +56.4%
EMN Eastman Chemical CO 0.0%
Value ($000) $0 Shares 561 Est. Cost $61.15 Unrealized +19.7%
D Dominion Energy Inc 0.0%
Value ($000) $0 Shares 900 Est. Cost $47.58 Unrealized 0.0%
VZ Verizon Communications Inc 0.0%
Value ($000) $0 Shares 1,204 Est. Cost $36.46 Unrealized -14.4%
VCSH Vanguard Short-Term Corporate 0.0%
Value ($000) $0 Shares 598 Est. Cost $0.08 Unrealized
FCX Freeport McMoran Inc 0.0%
Value ($000) $0 Shares 1,131 Est. Cost $36.76 Unrealized 0.0%
GE General Electric Co 0.0%
Value ($000) $0 Shares 412 Est. Cost $77.69 Unrealized +2.8%
IBM International Business Machines 0.0%
Value ($000) $0 Shares 340 Est. Cost $108.80 Unrealized +8.5%
NFLX Netflix Inc 0.0%
Value ($000) $0 Shares 100 Est. Cost $36.83 Unrealized 0.0%
VGT Vanguard Info Tech 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.32 Unrealized
NDAQ Nasdaq Inc 0.0%
Value ($000) $0 Shares 869 Est. Cost $59.57 Unrealized -12.5%
PEP Pepsico Inc 0.0%
Value ($000) $0 Shares 227 Est. Cost $112.87 Unrealized +51.1%
Discover Financial Services 0.0%
Value ($000) $0 Shares 347 Est. Cost $48.19 Unrealized
COST Costco Wholesale Corp 0.0%
Value ($000) $0 Shares 70 Est. Cost $487.14 Unrealized 0.0%
IWM Ishares Russell 2000 Index 0.0%
Value ($000) $0 Shares 202 Est. Cost $139.75 Unrealized
IP International Paper Co Com 0.0%
Value ($000) $0 Shares 1,192 Est. Cost $31.14 Unrealized -6.6%
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $0 Shares 17 Est. Cost $37.16 Unrealized +6.4%
VCIT Vanguard Scottsdale Int Term Corp ETF 0.0%
Value ($000) $0 Shares 451 Est. Cost $0.08 Unrealized
MCD McDonalds Corp 0.0%
Value ($000) $0 Shares 117 Est. Cost $234.29 Unrealized +16.6%
Nuveen Select Tax-Free Income ETF 0.0%
Value ($000) $0 Shares 2,253 Est. Cost $0.01 Unrealized
Marathon Oil Corp 0.0%
Value ($000) $0 Shares 1,360 Est. Cost $13.53 Unrealized
DOC Healthpeak Pptys Inc 0.0%
Value ($000) $0 Shares 1,495 Est. Cost $23.91 Unrealized -26.4%
NKE Nike Inc 0.0%
Value ($000) $0 Shares 261 Est. Cost $111.33 Unrealized 0.0%
MARA Marathon Digital Holdings Inc 0.0%
Value ($000) $0 Shares 2,030 Est. Cost $8.40 Unrealized +19.8%
GWW Grainger Inc 0.0%
Value ($000) $0 Shares 35 Est. Cost $662.72 Unrealized +1.6%
DUK Duke Energy Corp 0.0%
Value ($000) $0 Shares 312 Est. Cost $80.70 Unrealized +5.5%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $0 Shares 190 Est. Cost $132.53 Unrealized +0.1%
MS Morgan Stanley 0.0%
Value ($000) $0 Shares 300 Est. Cost $84.81 Unrealized -7.6%
F Ford Motor CO 0.0%
Value ($000) $0 Shares 1,714 Est. Cost $9.31 Unrealized +14.8%
HON Honeywell International Inc 0.0%
Value ($000) $0 Shares 126 Est. Cost $175.56 Unrealized 0.0%
BIIB Biogen Inc 0.0%
Value ($000) $0 Shares 89 Est. Cost $288.58 Unrealized +3.2%
MMM 3M CO 0.0%
Value ($000) $0 Shares 250 Est. Cost $111.73 Unrealized -30.6%
NSC Norfolk Southern Corp 0.0%
Value ($000) $0 Shares 107 Est. Cost $200.25 Unrealized 0.0%
CAT Caterpillar Inc Del 0.0%
Value ($000) $0 Shares 93 Est. Cost $230.59 Unrealized -7.3%
BX Blackstone Group Inc 0.0%
Value ($000) $0 Shares 238 Est. Cost $80.16 Unrealized 0.0%
ICE Intercontinental Exchange Inc 0.0%
Value ($000) $0 Shares 193 Est. Cost $104.69 Unrealized 0.0%
WFC Wells Fargo & CO 0.0%
Value ($000) $0 Shares 519 Est. Cost $44.70 Unrealized -15.8%
RIOT Riot Platforms, Inc 0.0%
Value ($000) $0 Shares 1,900 Est. Cost $5.16 Unrealized +117.0%
TFC Truist Finl Corp 0.0%
Value ($000) $0 Shares 683 Est. Cost $26.95 Unrealized 0.0%
Walgreens Boots Alliance Inc 0.0%
Value ($000) $0 Shares 725 Est. Cost $57.79 Unrealized
COR Amerisource Bergen Corp 0.0%
Value ($000) $0 Shares 109 Est. Cost $169.11 Unrealized 0.0%
BIP Brookfield Infrast Partners LP ADR 0.0%
Value ($000) $0 Shares 540 Est. Cost $31.49 Unrealized
CDW CDW Corp 0.0%
Value ($000) $0 Shares 101 Est. Cost $168.84 Unrealized 0.0%
OMC Omnicom Group 0.0%
Value ($000) $0 Shares 196 Est. Cost $62.52 Unrealized +35.8%
EL Estee Lauder Cos Inc 0.0%
Value ($000) $0 Shares 93 Est. Cost $201.58 Unrealized 0.0%
SPYV SPDR S&P 500 Value ETF 0.0%
Value ($000) $0 Shares 419 Est. Cost $0.04 Unrealized
SPYM SPDR S&P 500 Large Cap ETF 0.0%
Value ($000) $0 Shares 340 Est. Cost $0.05 Unrealized
MRSH Marsh & McLennan Cos Inc 0.0%
Value ($000) $0 Shares 94 Est. Cost $170.44 Unrealized 0.0%
BBWI Bath & Body Works Inc 0.0%
Value ($000) $0 Shares 493 Est. Cost $33.87 Unrealized 0.0%
BEP Brookfield Renewable Partners ADR 0.0%
Value ($000) $0 Shares 606 Est. Cost $21.47 Unrealized
BMY Bristol Myers Squibb Co 0.0%
Value ($000) $0 Shares 280 Est. Cost $58.94 Unrealized 0.0%
BDX Becton Dickinson & Co 0.0%
Value ($000) $0 Shares 61 Est. Cost $241.97 Unrealized 0.0%
Te Connectivity Ltd 0.0%
Value ($000) $0 Shares 111 Est. Cost $98.21 Unrealized
MAS Masco Corporation 0.0%
Value ($000) $0 Shares 286 Est. Cost $49.92 Unrealized 0.0%
MAN ManpowerGroup Inc 0.0%
Value ($000) $0 Shares 200 Est. Cost $85.18 Unrealized -11.4%
VPU Vanguard World Fds ETF 0.0%
Value ($000) $0 Shares 110 Est. Cost $0.15 Unrealized
NOBL Proshares Tr S&P 500 Dv Arist 0.0%
Value ($000) $0 Shares 166 Est. Cost $0.09 Unrealized
SBUX Starbucks Corp 0.0%
Value ($000) $0 Shares 160 Est. Cost $77.46 Unrealized +25.6%
Blackrock Inc Cl A 0.0%
Value ($000) $0 Shares 21 Est. Cost $0.71 Unrealized
XLF Select Sect Finance 0.0%
Value ($000) $0 Shares 416 Est. Cost $0.03 Unrealized
SPMB SPDR Portfolio Morgage Backed Bond ETF 0.0%
Value ($000) $0 Shares 622 Est. Cost $0.02 Unrealized
IJR Ishares Core S&P Smallcap ETF 0.0%
Value ($000) $0 Shares 138 Est. Cost $0.10 Unrealized
PSX Phillips 66 0.0%
Value ($000) $0 Shares 144 Est. Cost $49.06 Unrealized +80.5%
IGIB Ishares 5-10 Year Investment Grade Corp ETF 0.0%
Value ($000) $0 Shares 246 Est. Cost $0.05 Unrealized
SCHW Charles Schwab Corp 0.0%
Value ($000) $0 Shares 209 Est. Cost $50.45 Unrealized 0.0%
SPTI SPDR Intermediate Term Treasury ETF 0.0%
Value ($000) $0 Shares 432 Est. Cost $0.03 Unrealized
DTM DT Midstream Inc 0.0%
Value ($000) $0 Shares 250 Est. Cost $42.92 Unrealized 0.0%
ARKK Ark ETF Tr 0.0%
Value ($000) $0 Shares 240 Est. Cost $0.03 Unrealized
MDT Medtronic PLC 0.0%
Value ($000) $0 Shares 126 Est. Cost $92.57 Unrealized -14.2%
VDE Vanguard World Fds ETF 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.12 Unrealized
ENB Enbridge Inc ADR 0.0%
Value ($000) $0 Shares 307 Est. Cost $32.07 Unrealized 0.0%
GSK GSK PLC ADr 0.0%
Value ($000) $0 Shares 321 Est. Cost $0.03 Unrealized
CTVA Corteva Inc Com 0.0%
Value ($000) $0 Shares 170 Est. Cost $24.50 Unrealized +131.1%
KRG Kite Realty Group Trust 0.0%
Value ($000) $0 Shares 466 Est. Cost $0.02 Unrealized
DOW Dow Inc 0.0%
Value ($000) $0 Shares 170 Est. Cost $34.16 Unrealized +32.5%
GEHC GE Healthcare Technologies Inc 0.0%
Value ($000) $0 Shares 101 Est. Cost $78.71 Unrealized +0.9%
FNWD Finward Bancorp 0.0%
Value ($000) $0 Shares 368 Est. Cost $30.65 Unrealized -21.1%
EVRG Evergy Inc 0.0%
Value ($000) $0 Shares 134 Est. Cost $45.07 Unrealized +19.6%
WBD Warner Bros Discovery Inc Series A Com 0.0%
Value ($000) $0 Shares 601 Est. Cost $12.93 Unrealized +0.4%
ROP Roper Technologies, Inc 0.0%
Value ($000) $0 Shares 16 Est. Cost $333.07 Unrealized +33.7%
VWO Vanguard Ftse Emerging Markets 0.0%
Value ($000) $0 Shares 240 Est. Cost $0.03 Unrealized
MSM Msc Industrial Direct Inc Cl A 0.0%
Value ($000) $0 Shares 69 Est. Cost $73.87 Unrealized +24.2%
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $0 Shares 19 Est. Cost $202.38 Unrealized +66.5%
XT Ishares Exponential Technologies ETF 0.0%
Value ($000) $0 Shares 120 Est. Cost $0.06 Unrealized
KR Kroger CO 0.0%
Value ($000) $0 Shares 150 Est. Cost $24.04 Unrealized +87.2%
SPTL SPDR Portfolio Long Term Treasury ETF 0.0%
Value ($000) $0 Shares 198 Est. Cost $0.03 Unrealized
KOMP SPDR S&P Kensho New Economies Composite ETF 0.0%
Value ($000) $0 Shares 133 Est. Cost $0.05 Unrealized
BAC Bank of America Corp 0.0%
Value ($000) $0 Shares 200 Est. Cost $27.79 Unrealized -4.2%
IFF International Flavors & Fragrance 0.0%
Value ($000) $0 Shares 64 Est. Cost $89.88 Unrealized -10.9%
EXPE Expedia Group Inc Com New 0.0%
Value ($000) $0 Shares 50 Est. Cost $97.23 Unrealized 0.0%
GUNR Flexshares Morningstar Global Ups 0.0%
Value ($000) $0 Shares 126 Est. Cost $0.04 Unrealized
RGR Sturm Ruger & Co Inc 0.0%
Value ($000) $0 Shares 100 Est. Cost $54.55 Unrealized 0.0%
PLD Prologis Inc 0.0%
Value ($000) $0 Shares 38 Est. Cost $100.19 Unrealized +12.6%
VIG Vanguard Specialized Funds ETF 0.0%
Value ($000) $0 Shares 28 Est. Cost $0.14 Unrealized
OGN Organon & Co 0.0%
Value ($000) $0 Shares 173 Est. Cost $19.81 Unrealized -3.6%
XLI Select Sector SPDR TR SBI Int 0.0%
Value ($000) $0 Shares 38 Est. Cost $0.11 Unrealized
LUV Southwest Airlines CO 0.0%
Value ($000) $0 Shares 110 Est. Cost $44.50 Unrealized -33.7%
WSR Whitestone REIT 0.0%
Value ($000) $0 Shares 385 Est. Cost $0.01 Unrealized
AMLP Alps ETF Tr Alerian MLP 0.0%
Value ($000) $0 Shares 104 Est. Cost $0.04 Unrealized
WELL Welltower Inc 0.0%
Value ($000) $0 Shares 26 Est. Cost $68.04 Unrealized +6.8%
TRP TC Energy Corporation ADR 0.0%
Value ($000) $0 Shares 59 Est. Cost $35.74 Unrealized 0.0%
Sandstorm Gold Ltd 0.0%
Value ($000) $0 Shares 478 Est. Cost $8.37 Unrealized
VOD Vodafone Group PLC Sponsored ADR 0.0%
Value ($000) $0 Shares 190 Est. Cost $0.01 Unrealized
WAB Wabtec Corp 0.0%
Value ($000) $0 Shares 17 Est. Cost $97.66 Unrealized +0.2%
PLTR Palantir Technologies Inc Cl A 0.0%
Value ($000) $0 Shares 100 Est. Cost $7.58 Unrealized +49.9%
PTLO Portillos Inc 0.0%
Value ($000) $0 Shares 50 Est. Cost $20.03 Unrealized +4.1%
KD Kyndryl Hldgs Inc 0.0%
Value ($000) $0 Shares 34 Est. Cost $10.06 Unrealized +34.5%
NRG NRG Energy Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost $32.10 Unrealized 0.0%
Lions Gate Entertainment Corp Cl B 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.00 Unrealized
Lions Gate Entertainment Corp Cl A 0.0%
Value ($000) $0 Shares 50 Est. Cost $10.00 Unrealized
KHC Kraft Heinz Company 0.0%
Value ($000) $0 Shares 15 Est. Cost $22.09 Unrealized +52.0%
CGNX Cognex Corp 0.0%
Value ($000) $0 Shares 20 Est. Cost $47.12 Unrealized +7.6%
CONTRA ABIOMED INC - CVR LINE 0.0%
Value ($000) $0 Shares 423 Est. Cost Unrealized
AVNS Avanos Med Inc 0.0%
Value ($000) $0 Shares 16 Est. Cost $29.03 Unrealized -9.3%
CC Chemours CO Com 0.0%
Value ($000) $0 Shares 40 Est. Cost $13.00 Unrealized +111.8%
Etfmg Alternative Harvest 0.0%
Value ($000) $0 Shares 22 Est. Cost Unrealized
Zimvie Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
RIVN Rivian Automotive Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost $29.44 Unrealized -52.5%