Trust Co Diversified Active

CIK: 0001632554 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Jan 7, 2020

Total Value ($000): $113,744 (100.0% shares, 0.0% debt)

Holdings (289)

XLK SPDR Sector Info Tech ETF 5.4%
Value ($000) $6,156 Shares 67,156 Est. Cost $78.95 Unrealized
XLF SPDR Sector Financial ETF 5.0%
Value ($000) $5,648 Shares 183,483 Est. Cost $24.19 Unrealized
IVV iShares Core S&P 500 ETF 3.7%
Value ($000) $4,255 Shares 13,163 Est. Cost $3188.38 Unrealized
XLV SPDR Sector Health Care ETF 3.6%
Value ($000) $4,121 Shares 40,458 Est. Cost $93.57 Unrealized
XLP SPDR Sector Consumer Staples Sector ETF 3.6%
Value ($000) $4,100 Shares 65,095 Est. Cost $59.86 Unrealized
AMZN Amazon.com Inc 3.4%
Value ($000) $3,849 Shares 2,083 Est. Cost $45.41 Unrealized +94.9%
XLY SPDR Sector Consumer Discretionary Sector ETF 3.0%
Value ($000) $3,393 Shares 27,056 Est. Cost $119.18 Unrealized
BRK/B Berkshire Hathaway Class B 3.0%
Value ($000) $3,392 Shares 14,974 Est. Cost $181.37 Unrealized +19.7%
AAPL Apple Inc 2.9%
Value ($000) $3,291 Shares 11,208 Est. Cost $28.30 Unrealized +119.1%
JPM JPMorgan Chase & Co 2.5%
Value ($000) $2,843 Shares 20,395 Est. Cost $49.80 Unrealized +118.2%
XLC SPDR Sector Communication Srvc ETF 2.4%
Value ($000) $2,774 Shares 51,721 Est. Cost $49.56 Unrealized
MSFT Microsoft 2.3%
Value ($000) $2,643 Shares 16,761 Est. Cost $82.65 Unrealized +68.5%
XLI SPDR Sector Industrials ETF 2.2%
Value ($000) $2,456 Shares 30,146 Est. Cost $77.37 Unrealized
EFAV iShares MSCI Min Vol EAFE ETF 2.1%
Value ($000) $2,421 Shares 32,473 Est. Cost $68.35 Unrealized
EFA iShares MSCI EAFE Index ETF 2.0%
Value ($000) $2,301 Shares 33,133 Est. Cost $60.90 Unrealized
XLU SPDR Sector Utilities ETF 1.6%
Value ($000) $1,875 Shares 29,011 Est. Cost $59.62 Unrealized
JKHY Jack Henry & Assoc Inc 1.6%
Value ($000) $1,805 Shares 12,392 Est. Cost $57.27 Unrealized +136.8%
AMT American Tower REIT 1.6%
Value ($000) $1,767 Shares 7,687 Est. Cost $96.47 Unrealized +90.6%
INTC Intel Corp 1.5%
Value ($000) $1,724 Shares 28,812 Est. Cost $39.31 Unrealized +25.3%
V Visa Inc Class A 1.4%
Value ($000) $1,598 Shares 8,503 Est. Cost $122.58 Unrealized +40.8%
XLB SPDR Sector Basic Materials ETF 1.3%
Value ($000) $1,463 Shares 23,825 Est. Cost $58.30 Unrealized
XLE SPDR Sector Energy ETF 1.3%
Value ($000) $1,439 Shares 23,970 Est. Cost $63.78 Unrealized
CSCO Cisco Systems 1.3%
Value ($000) $1,429 Shares 29,805 Est. Cost $24.57 Unrealized +56.9%
XLRE SPDR Sector Real Estate ETF 1.2%
Value ($000) $1,326 Shares 34,294 Est. Cost $35.81 Unrealized
VUG Vanguard Growth Index ETF 1.1%
Value ($000) $1,296 Shares 7,112 Est. Cost $120.77 Unrealized
BMY Bristol-Myers Squibb 1.1%
Value ($000) $1,234 Shares 19,222 Est. Cost $41.11 Unrealized +9.9%
IJR iShares Core S&P Small-Cap ETF 1.1%
Value ($000) $1,208 Shares 14,407 Est. Cost $17817.97 Unrealized
JNJ Johnson & Johnson 1.1%
Value ($000) $1,198 Shares 8,210 Est. Cost $82.19 Unrealized +38.8%
GOOGL Alphabet Inc - A 1.0%
Value ($000) $1,140 Shares 851 Est. Cost $40.25 Unrealized +59.1%
HD Home Depot Inc 1.0%
Value ($000) $1,121 Shares 5,131 Est. Cost $103.91 Unrealized +87.6%
LARK Landmark Bancshares 1.0%
Value ($000) $1,121 Shares 44,760 Est. Cost $18.01 Unrealized +5.1%
VEA Vanguard FTSE Developed Markets ETF 0.9%
Value ($000) $1,073 Shares 24,353 Est. Cost $3863.09 Unrealized
UNP Union Pacific 0.9%
Value ($000) $1,030 Shares 5,698 Est. Cost $121.15 Unrealized +23.3%
MUB iShares National Muni Bond ETF 0.9%
Value ($000) $1,017 Shares 8,932 Est. Cost $109.07 Unrealized
VIG Vanguard Dividend Appreciation Index ETF 0.9%
Value ($000) $1,004 Shares 8,050 Est. Cost $81.76 Unrealized
AMGN Amgen Inc 0.9%
Value ($000) $990 Shares 4,108 Est. Cost $144.29 Unrealized +26.6%
XOM Exxon Mobil Corp 0.8%
Value ($000) $932 Shares 13,351 Est. Cost $55.32 Unrealized -5.9%
BA Boeing 0.8%
Value ($000) $911 Shares 2,797 Est. Cost $308.97 Unrealized +13.6%
VTV Vanguard Value ETF 0.8%
Value ($000) $899 Shares 7,500 Est. Cost $92.07 Unrealized
PEP Pepsico Inc 0.7%
Value ($000) $774 Shares 5,661 Est. Cost $72.21 Unrealized +56.2%
VB Vanguard Small-Cap ETF 0.7%
Value ($000) $746 Shares 4,501 Est. Cost $149.55 Unrealized
IBM IBM Corporation 0.6%
Value ($000) $703 Shares 5,241 Est. Cost $97.89 Unrealized +2.1%
CVX Chevron Corp 0.6%
Value ($000) $702 Shares 5,825 Est. Cost $77.39 Unrealized +15.9%
DE Deere & Co 0.6%
Value ($000) $682 Shares 3,935 Est. Cost $77.03 Unrealized +105.1%
BRK/A Berkshire Hathaway Class A 0.6%
Value ($000) $679 Shares 2 Est. Cost $230816.08 Unrealized +41.1%
CAT Caterpillar Inc 0.6%
Value ($000) $657 Shares 4,452 Est. Cost $62.41 Unrealized +97.1%
GILD Gilead Sciences Inc 0.6%
Value ($000) $636 Shares 9,790 Est. Cost $50.90 Unrealized +0.7%
EVRG Evergy INC CORP COMMON 0.6%
Value ($000) $630 Shares 9,674 Est. Cost $40.88 Unrealized +22.7%
HDV iShares Core High Dividend ETF 0.6%
Value ($000) $626 Shares 6,386 Est. Cost $72.57 Unrealized
FBL Financial Group Inc A 0.5%
Value ($000) $589 Shares 10,000 Est. Cost $61.50 Unrealized
EMN Eastman Chemical Co 0.5%
Value ($000) $568 Shares 7,161 Est. Cost $61.16 Unrealized +0.7%
VTI Vanguard US Total Stock Market ETF 0.5%
Value ($000) $556 Shares 3,397 Est. Cost $16479.63 Unrealized
LMT Lockheed Martin Corp 0.4%
Value ($000) $503 Shares 1,292 Est. Cost $253.10 Unrealized +28.3%
VO Vanguard Mid-Cap ETF 0.4%
Value ($000) $491 Shares 2,758 Est. Cost $154.69 Unrealized
Cerner Corp 0.4%
Value ($000) $489 Shares 6,658 Est. Cost $66.37 Unrealized
VZ Verizon Communications 0.4%
Value ($000) $453 Shares 7,374 Est. Cost $38.86 Unrealized +10.1%
AGG iShares Core Total U.S. Bond Market ETF 0.4%
Value ($000) $452 Shares 4,018 Est. Cost $178.50 Unrealized
UNH Unitedhealth Group Inc 0.4%
Value ($000) $437 Shares 1,485 Est. Cost $217.39 Unrealized +8.8%
UPS United Parcel Service 0.4%
Value ($000) $431 Shares 3,683 Est. Cost $79.15 Unrealized +17.3%
T AT&T Inc 0.4%
Value ($000) $425 Shares 10,872 Est. Cost $15.31 Unrealized +23.2%
IEMG Ishares Inc Core Msci Emerging Mkts Etf 0.4%
Value ($000) $423 Shares 7,866 Est. Cost $56.88 Unrealized
IWO iShares Russell 2000 Growth Index ETF 0.4%
Value ($000) $405 Shares 1,892 Est. Cost $192.80 Unrealized
Discovery Communications 0.3%
Value ($000) $393 Shares 12,010 Est. Cost $32.72 Unrealized
WMT Wal-Mart Stores Inc 0.3%
Value ($000) $381 Shares 3,208 Est. Cost $20.81 Unrealized +74.8%
CBSH Commerce Bancshares Inc 0.3%
Value ($000) $379 Shares 5,584 Est. Cost $38.54 Unrealized +18.1%
Kellogg Co 0.3%
Value ($000) $376 Shares 5,432 Est. Cost $45.46 Unrealized +6.8%
Raytheon Company 0.3%
Value ($000) $361 Shares 1,641 Est. Cost $193.07 Unrealized
Blackrock Inc 0.3%
Value ($000) $341 Shares 679 Est. Cost $4947.94 Unrealized
PSX Phillips 66 0.3%
Value ($000) $316 Shares 2,836 Est. Cost $71.85 Unrealized +21.6%
Patterson Companies 0.3%
Value ($000) $315 Shares 15,400 Est. Cost $25.44 Unrealized
MMM 3M Company 0.2%
Value ($000) $281 Shares 1,593 Est. Cost $106.07 Unrealized +5.4%
NUE Nucor Corp 0.2%
Value ($000) $277 Shares 4,929 Est. Cost $42.57 Unrealized +13.2%
MDY SPDR S&P MidCap 400 Index ETF 0.2%
Value ($000) $267 Shares 710 Est. Cost $262.64 Unrealized
USB US Bancorp New 0.2%
Value ($000) $266 Shares 4,494 Est. Cost $29.81 Unrealized +48.7%
EMR Emerson Electric 0.2%
Value ($000) $256 Shares 3,362 Est. Cost $54.38 Unrealized +15.5%
KO Coca Cola Company 0.2%
Value ($000) $247 Shares 4,470 Est. Cost $30.41 Unrealized +46.4%
OKE Oneok Inc New 0.2%
Value ($000) $247 Shares 3,269 Est. Cost $36.17 Unrealized +31.8%
HON Honeywell International 0.2%
Value ($000) $246 Shares 1,391 Est. Cost $98.42 Unrealized +46.2%
TXN Texas Instruments 0.2%
Value ($000) $244 Shares 1,900 Est. Cost $64.34 Unrealized +61.3%
ABBV AbbVie Inc 0.2%
Value ($000) $244 Shares 2,751 Est. Cost $46.35 Unrealized +39.4%
BAC Bank Of America 0.2%
Value ($000) $235 Shares 6,679 Est. Cost $17.50 Unrealized +58.8%
Hanesbrands Inc 0.2%
Value ($000) $232 Shares 15,590 Est. Cost $14.88 Unrealized
MRK Merck & Co Inc 0.2%
Value ($000) $225 Shares 2,475 Est. Cost $48.26 Unrealized +40.0%
PFE Pfizer 0.2%
Value ($000) $225 Shares 5,743 Est. Cost $28.97 Unrealized -7.8%
ADP Automatic Data Processing 0.2%
Value ($000) $223 Shares 1,307 Est. Cost $82.77 Unrealized +75.3%
CMCSA Comcast Corp Class A 0.2%
Value ($000) $219 Shares 4,880 Est. Cost $27.44 Unrealized +38.0%
SPGI S&P Global Inc 0.2%
Value ($000) $218 Shares 800 Est. Cost $96.34 Unrealized +156.2%
SPY SPDR S&P 500 Index ETF 0.2%
Value ($000) $216 Shares 672 Est. Cost $20781.33 Unrealized
GOOG Alphabet Inc - C 0.2%
Value ($000) $210 Shares 157 Est. Cost $52.86 Unrealized +21.2%
IJH iShares Core S&P Mid-Cap ETF 0.2%
Value ($000) $209 Shares 1,015 Est. Cost $7441.41 Unrealized
GD General Dynamics Corp 0.2%
Value ($000) $205 Shares 1,164 Est. Cost $160.41 Unrealized -2.8%
SBUX Starbucks Corporation 0.2%
Value ($000) $192 Shares 2,185 Est. Cost $74.48 Unrealized 0.0%
BSX Boston Scientific Corp 0.2%
Value ($000) $181 Shares 4,000 Est. Cost $27.58 Unrealized +51.7%
KMB Kimberly-Clark Corp 0.2%
Value ($000) $178 Shares 1,293 Est. Cost $86.16 Unrealized +26.3%
MCD McDonald's Corp 0.2%
Value ($000) $176 Shares 891 Est. Cost $90.81 Unrealized +89.3%
SCZ iShares MSCI EAFE Small-Cap 0.1%
Value ($000) $170 Shares 2,733 Est. Cost $64.41 Unrealized
VYM Vanguard High Dividend Yield ETF 0.1%
Value ($000) $167 Shares 1,779 Est. Cost $89.61 Unrealized
ABT Abbott Labs Common 0.1%
Value ($000) $164 Shares 1,892 Est. Cost $34.53 Unrealized +118.1%
NEE Nextera Energy Inc 0.1%
Value ($000) $155 Shares 640 Est. Cost $22.18 Unrealized +126.2%
ELV Anthem Inc. 0.1%
Value ($000) $151 Shares 500 Est. Cost $191.44 Unrealized +32.3%
BIP Brookfield Infrastructure Partners LP 0.1%
Value ($000) $150 Shares 3,000 Est. Cost $44.67 Unrealized
LLY Eli Lilly & Co 0.1%
Value ($000) $150 Shares 1,138 Est. Cost $62.52 Unrealized +72.0%
COP Conocophillips 0.1%
Value ($000) $148 Shares 2,278 Est. Cost $47.34 Unrealized -0.4%
ITW Illinois Tool Works Inc 0.1%
Value ($000) $146 Shares 811 Est. Cost $74.65 Unrealized +96.0%
SO Southern Company Inc 0.1%
Value ($000) $134 Shares 2,096 Est. Cost $30.72 Unrealized +59.2%
PRU Prudential Financial 0.1%
Value ($000) $131 Shares 1,400 Est. Cost $51.06 Unrealized +31.9%
ADM Archer-Daniels-Midland 0.1%
Value ($000) $130 Shares 2,808 Est. Cost $33.73 Unrealized +5.9%
MA Mastercard Inc Class A 0.1%
Value ($000) $126 Shares 423 Est. Cost $84.50 Unrealized +222.6%
DIS Walt Disney Company 0.1%
Value ($000) $126 Shares 873 Est. Cost $107.60 Unrealized +26.1%
CRM Salesforce.com Inc 0.1%
Value ($000) $118 Shares 723 Est. Cost $126.90 Unrealized +22.0%
KHC Kraft Heinz Co 0.1%
Value ($000) $113 Shares 3,515 Est. Cost $22.63 Unrealized 0.0%
WFC Wells Fargo & Co New 0.1%
Value ($000) $113 Shares 2,105 Est. Cost $40.35 Unrealized +10.8%
NKE Nike Inc Cl B 0.1%
Value ($000) $107 Shares 1,060 Est. Cost $50.41 Unrealized +72.2%
VCIT Vanguard Intermediate-Term Corporate Bond ETF 0.1%
Value ($000) $106 Shares 1,156 Est. Cost $1920.68 Unrealized
United Technologies Corp 0.1%
Value ($000) $104 Shares 692 Est. Cost $3807.87 Unrealized
IWF iShares Russell 1000 Growth Index ETF 0.1%
Value ($000) $104 Shares 592 Est. Cost $107.41 Unrealized
DOW Dow INC CORP COMMON 0.1%
Value ($000) $102 Shares 1,869 Est. Cost $36.43 Unrealized +0.7%
IWS iShares Russell MidCap Value Index ETF 0.1%
Value ($000) $97 Shares 1,019 Est. Cost $81.27 Unrealized
VWO Vanguard FTSE Emerging Markets ETF 0.1%
Value ($000) $97 Shares 2,177 Est. Cost $5286.25 Unrealized
IWP iShares Russell Midcap Growth Index ETF 0.1%
Value ($000) $96 Shares 629 Est. Cost $97.44 Unrealized
SCI Service Corp International 0.1%
Value ($000) $94 Shares 2,050 Est. Cost $24.32 Unrealized +85.5%
META Facebook Inc Class A 0.1%
Value ($000) $94 Shares 459 Est. Cost $139.48 Unrealized +37.9%
WM Waste Management Inc 0.1%
Value ($000) $91 Shares 799 Est. Cost $73.45 Unrealized +39.0%
TSN Tyson Foods Cl A 0.1%
Value ($000) $87 Shares 960 Est. Cost $31.83 Unrealized +125.6%
LQD iShares IBOXX US Inv Grade Corp Bond ETF 0.1%
Value ($000) $85 Shares 665 Est. Cost $120.32 Unrealized
IYG iShares Financial Services ETF 0.1%
Value ($000) $85 Shares 559 Est. Cost $112.28 Unrealized
TIP iShares Barclays TIPS Bond ETF 0.1%
Value ($000) $82 Shares 707 Est. Cost $113.68 Unrealized
American Finance Trust Inc CL A 0.1%
Value ($000) $82 Shares 6,150 Est. Cost $13.24 Unrealized
BBY Best Buy Co Inc 0.1%
Value ($000) $82 Shares 939 Est. Cost $54.37 Unrealized +10.2%
CLX Clorox Company 0.1%
Value ($000) $81 Shares 525 Est. Cost $80.19 Unrealized +55.3%
ORCL Oracle Systems Corp 0.1%
Value ($000) $79 Shares 1,500 Est. Cost $36.94 Unrealized +36.5%
D Dominion Resources Inc 0.1%
Value ($000) $76 Shares 916 Est. Cost $56.17 Unrealized +11.1%
IDA Idacorp Inc 0.1%
Value ($000) $75 Shares 700 Est. Cost $59.55 Unrealized +79.5%
PG Procter & Gamble Co 0.1%
Value ($000) $74 Shares 589 Est. Cost $81.15 Unrealized +29.7%
GS Goldman Sachs Grp Inc 0.1%
Value ($000) $74 Shares 322 Est. Cost $175.02 Unrealized +7.1%
WELL Welltower Inc 0.1%
Value ($000) $70 Shares 850 Est. Cost $48.83 Unrealized +45.7%
NOC Northrop Grumman Corp 0.1%
Value ($000) $69 Shares 200 Est. Cost $137.50 Unrealized +131.0%
VDE Vanguard Energy ETF 0.1%
Value ($000) $68 Shares 831 Est. Cost $98.68 Unrealized
GLW Corning Inc 0.1%
Value ($000) $65 Shares 2,245 Est. Cost $20.64 Unrealized +18.4%
Deciphera Pharmaceuticals Inc 0.1%
Value ($000) $62 Shares 991 Est. Cost $39.35 Unrealized
C Citigroup Inc 0.1%
Value ($000) $60 Shares 749 Est. Cost $56.47 Unrealized +4.9%
HPQ Hp Inc Common 0.1%
Value ($000) $60 Shares 2,901 Est. Cost $12.51 Unrealized +22.4%
Royal Dutch Shell B 0.1%
Value ($000) $60 Shares 996 Est. Cost $60.24 Unrealized
CB Chubb Limited 0.1%
Value ($000) $58 Shares 374 Est. Cost $115.31 Unrealized +20.1%
DVY iShares DJ Select Dividend Index ETF 0.1%
Value ($000) $57 Shares 538 Est. Cost $89.22 Unrealized
IP International Paper Co 0.0%
Value ($000) $56 Shares 1,215 Est. Cost $31.54 Unrealized +1.1%
ALL Allstate Corp 0.0%
Value ($000) $56 Shares 500 Est. Cost $57.91 Unrealized +62.7%
URI United Rentals Inc 0.0%
Value ($000) $55 Shares 329 Est. Cost $168.12 Unrealized -16.3%
BANF Bancfirst Corp 0.0%
Value ($000) $50 Shares 800 Est. Cost $33.51 Unrealized +54.4%
CSX CSX Corp 0.0%
Value ($000) $49 Shares 679 Est. Cost $9.91 Unrealized +119.8%
General Electric 0.0%
Value ($000) $48 Shares 4,268 Est. Cost $18.98 Unrealized
TMP Tompkins Financial Corp 0.0%
Value ($000) $46 Shares 500 Est. Cost $64.73 Unrealized +7.0%
Ishares Gold Tr Ishares 0.0%
Value ($000) $45 Shares 3,069 Est. Cost $14.66 Unrealized
BND Vanguard Total Bond Index ETF 0.0%
Value ($000) $45 Shares 535 Est. Cost $81.56 Unrealized
TSLA Tesla Motors Inc 0.0%
Value ($000) $44 Shares 105 Est. Cost $15.17 Unrealized +43.0%
ENB Enbridge Inc 0.0%
Value ($000) $44 Shares 1,112 Est. Cost $22.41 Unrealized +10.9%
CAH Cardinal Health Inc. 0.0%
Value ($000) $44 Shares 873 Est. Cost $41.75 Unrealized +4.5%
OGE OGE Energy Corp 0.0%
Value ($000) $44 Shares 1,000 Est. Cost $33.53 Unrealized +28.9%
NTRS Northern Trust Company 0.0%
Value ($000) $42 Shares 400 Est. Cost $60.19 Unrealized +40.4%
LOW Lowes Companies Inc 0.0%
Value ($000) $42 Shares 350 Est. Cost $64.21 Unrealized +59.4%
Calamos Strategic Total Return CEF 0.0%
Value ($000) $41 Shares 3,017 Est. Cost $10.28 Unrealized
CMP Compass Minerals Intl Inc Common 0.0%
Value ($000) $40 Shares 664 Est. Cost $47.94 Unrealized +3.4%
AEP American Electrical Power Inc 0.0%
Value ($000) $40 Shares 423 Est. Cost $57.09 Unrealized +30.0%
LYB Lyondellbasell Industries NV Cl A 0.0%
Value ($000) $40 Shares 421 Est. Cost $57.14 Unrealized +7.0%
Total SA ADR 0.0%
Value ($000) $39 Shares 712 Est. Cost $53.53 Unrealized
EEM iShares MSCI Emerging Markets Index ETF 0.0%
Value ($000) $38 Shares 850 Est. Cost $38.82 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $38 Shares 210 Est. Cost $143.43 Unrealized +5.3%
LEG Leggett & Platt Inc 0.0%
Value ($000) $38 Shares 756 Est. Cost $43.23 Unrealized +13.4%
CAJPY Canon Inc Spons ADR 0.0%
Value ($000) $37 Shares 1,339 Est. Cost $27.46 Unrealized
Discover Financial Services 0.0%
Value ($000) $37 Shares 442 Est. Cost $80.68 Unrealized
IWN iShares Russell 2000 Value ETF 0.0%
Value ($000) $37 Shares 286 Est. Cost $112.84 Unrealized
HRL Hormel Foods Corp 0.0%
Value ($000) $36 Shares 800 Est. Cost $27.38 Unrealized +32.8%
NFLX Netflix, Inc. 0.0%
Value ($000) $34 Shares 105 Est. Cost $9.61 Unrealized +208.6%
MDT Medtronic PLC 0.0%
Value ($000) $33 Shares 295 Est. Cost $60.37 Unrealized +53.3%
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $32 Shares 232 Est. Cost $120.94 Unrealized
BX Blackstone Group INC CLASS A CORP COMMON 0.0%
Value ($000) $32 Shares 575 Est. Cost $42.09 Unrealized 0.0%
FS KKR Capital Corp 0.0%
Value ($000) $31 Shares 5,055 Est. Cost $5.74 Unrealized
MPLX MPLX LP 0.0%
Value ($000) $31 Shares 1,235 Est. Cost $33.20 Unrealized
VLO Valero Energy Corp New 0.0%
Value ($000) $30 Shares 324 Est. Cost $59.68 Unrealized +23.4%
Adams Diversified Equity Fund Inc Cf 0.0%
Value ($000) $30 Shares 1,894 Est. Cost $14.78 Unrealized
HSY Hershey Co 0.0%
Value ($000) $29 Shares 200 Est. Cost $74.07 Unrealized +73.4%
OXY Occidental Petroleum 0.0%
Value ($000) $29 Shares 706 Est. Cost $51.89 Unrealized -30.6%
CL Colgate-Palmolive 0.0%
Value ($000) $28 Shares 400 Est. Cost $54.39 Unrealized +8.7%
BSV Vanguard Short-Term Bond ETF 0.0%
Value ($000) $28 Shares 349 Est. Cost $80.26 Unrealized
CTAS Cintas Corp Common 0.0%
Value ($000) $27 Shares 102 Est. Cost $27.09 Unrealized +128.5%
FVD First Trust Value Line Dividend Index Fund Etf 0.0%
Value ($000) $27 Shares 750 Est. Cost $34.67 Unrealized
FXH First Trust Health Care Alphadex Fund Etf 0.0%
Value ($000) $27 Shares 319 Est. Cost $75.24 Unrealized
EXC Exelon Corp 0.0%
Value ($000) $26 Shares 580 Est. Cost $15.94 Unrealized +63.2%
TGT Target Corporation 0.0%
Value ($000) $26 Shares 200 Est. Cost $80.37 Unrealized +24.2%
TSM Taiwan Semiconductor 0.0%
Value ($000) $25 Shares 425 Est. Cost $37.65 Unrealized
AXP American Express 0.0%
Value ($000) $25 Shares 200 Est. Cost $60.98 Unrealized +80.6%
BDX Becton Dickinson & Co 0.0%
Value ($000) $25 Shares 93 Est. Cost $180.37 Unrealized +25.5%
DOV Dover Corp 0.0%
Value ($000) $24 Shares 210 Est. Cost $73.40 Unrealized +34.0%
HPE Hewlett Packard Enterprise Common 0.0%
Value ($000) $24 Shares 1,522 Est. Cost $7.17 Unrealized +82.8%
MU Micron Technology Inc 0.0%
Value ($000) $24 Shares 455 Est. Cost $48.19 Unrealized -3.3%
CCL Carnival Corp New F 0.0%
Value ($000) $23 Shares 450 Est. Cost $42.22 Unrealized +3.9%
NSC Norfolk Southern Corp 0.0%
Value ($000) $23 Shares 121 Est. Cost $112.80 Unrealized +46.8%
RJF Raymond James Financial Inc 0.0%
Value ($000) $23 Shares 253 Est. Cost $31.81 Unrealized +65.0%
Tortoise Energy Infrastructure Corp CEF 0.0%
Value ($000) $23 Shares 1,300 Est. Cost $26.86 Unrealized
VFC VF Corp 0.0%
Value ($000) $23 Shares 235 Est. Cost $67.48 Unrealized +32.8%
Unilever N V NY Shares 0.0%
Value ($000) $23 Shares 400 Est. Cost $41.76 Unrealized
LW Lamb Weston Hldgs Inc Common 0.0%
Value ($000) $22 Shares 253 Est. Cost $29.75 Unrealized +145.7%
IYR iShares DJ US Real Estate Index ETF 0.0%
Value ($000) $22 Shares 235 Est. Cost $68970.56 Unrealized
ROK Rockwell Automation 0.0%
Value ($000) $21 Shares 105 Est. Cost $93.86 Unrealized +77.3%
SMG Scotts Miracle-Grow 0.0%
Value ($000) $21 Shares 200 Est. Cost $54.98 Unrealized +47.5%
CVS CVS Corporation 0.0%
Value ($000) $21 Shares 285 Est. Cost $52.70 Unrealized +9.6%
AGCO AGCO Corp 0.0%
Value ($000) $21 Shares 275 Est. Cost $43.68 Unrealized +46.0%
WRB WR Berkley Corp 0.0%
Value ($000) $20 Shares 292 Est. Cost $17.59 Unrealized +53.5%
MO Altria Group Inc 0.0%
Value ($000) $20 Shares 405 Est. Cost $30.16 Unrealized -4.5%
SNY Sanofi ADR 0.0%
Value ($000) $20 Shares 400 Est. Cost $50.00 Unrealized
TRV Travelers Co Inc 0.0%
Value ($000) $20 Shares 144 Est. Cost $98.44 Unrealized +21.2%
IEF iShares Barclays 7-10 Yr Treas Bond ETF 0.0%
Value ($000) $20 Shares 180 Est. Cost $105588.89 Unrealized
DUK Duke Energy Corp. 0.0%
Value ($000) $20 Shares 215 Est. Cost $54.74 Unrealized +31.2%
AJG Arthur J Gallagher & Co 0.0%
Value ($000) $19 Shares 202 Est. Cost $39.66 Unrealized +114.6%
NVS Novartis AG-ADR 0.0%
Value ($000) $19 Shares 200 Est. Cost $13001.02 Unrealized
OGS One Gas Inc. 0.0%
Value ($000) $18 Shares 196 Est. Cost $82.46 Unrealized +10.9%
CEF Sprott Physical Gold & Silver Trust Unt ETV 0.0%
Value ($000) $18 Shares 1,200 Est. Cost $15.00 Unrealized
FE First Energy Corp 0.0%
Value ($000) $17 Shares 353 Est. Cost $21.37 Unrealized +73.5%
F Ford Motor Company New 0.0%
Value ($000) $16 Shares 1,715 Est. Cost $8.27 Unrealized -19.2%
Walgreens Boots Alliance Inc. 0.0%
Value ($000) $16 Shares 269 Est. Cost $63.71 Unrealized
SUSA iShares MSCI USA ESG Select ETF 0.0%
Value ($000) $16 Shares 120 Est. Cost $79.17 Unrealized
IRM Iron Mountain INC 0.0%
Value ($000) $16 Shares 500 Est. Cost $22.54 Unrealized +6.3%
TMO Thermo Fisher Corp 0.0%
Value ($000) $16 Shares 50 Est. Cost $196.54 Unrealized +51.8%
NDAQ NASDAQ Inc. 0.0%
Value ($000) $15 Shares 140 Est. Cost $13.68 Unrealized +128.1%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $15 Shares 100 Est. Cost $108.16 Unrealized +21.4%
BNDX Vanguard Total Intl Bond Index ETF 0.0%
Value ($000) $14 Shares 256 Est. Cost $54.69 Unrealized
TRGP Targa Resources Corp COMMON 0.0%
Value ($000) $14 Shares 345 Est. Cost $38.06 Unrealized -12.4%
BHP BHP Billiton Limited ADR 0.0%
Value ($000) $14 Shares 249 Est. Cost $48.19 Unrealized
DG Dollar Gen Corp New Common 0.0%
Value ($000) $14 Shares 88 Est. Cost $76.55 Unrealized +90.6%
Glaxo Smith Kline PLC 0.0%
Value ($000) $13 Shares 271 Est. Cost $36.90 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $12 Shares 100 Est. Cost $78.49 Unrealized +40.7%
Foot Locker Inc 0.0%
Value ($000) $12 Shares 314 Est. Cost $47.14 Unrealized
AAL American Airlines Group Inc 0.0%
Value ($000) $12 Shares 425 Est. Cost $48.27 Unrealized -41.2%
UBER Uber Technologies INC 0.0%
Value ($000) $11 Shares 370 Est. Cost $29.67 Unrealized 0.0%
BUD Anheuser Busch Inbev SPN ADR 0.0%
Value ($000) $11 Shares 130 Est. Cost $84.62 Unrealized
LUV Southwest Airlines 0.0%
Value ($000) $11 Shares 200 Est. Cost $41.27 Unrealized +24.2%
IJK iShares S&P MidCap 400 Growth ETF 0.0%
Value ($000) $10 Shares 44 Est. Cost $160.00 Unrealized
Cypress Semiconductor Corp 0.0%
Value ($000) $10 Shares 425 Est. Cost $14.12 Unrealized
OLN Olin Corp 0.0%
Value ($000) $10 Shares 602 Est. Cost $17.44 Unrealized -12.7%
AVGO Broadcom INC CORP COMMON 0.0%
Value ($000) $10 Shares 33 Est. Cost $22.49 Unrealized +15.1%
ALEX Alexander & Baldwin Inc 0.0%
Value ($000) $10 Shares 458 Est. Cost $18.46 Unrealized
VTIP Vanguard Short-Term TIPS ETF 0.0%
Value ($000) $10 Shares 210 Est. Cost $2568.83 Unrealized
KSS Kohls Corp 0.0%
Value ($000) $9 Shares 178 Est. Cost $69.43 Unrealized -26.8%
HP Helmerich & Payne Inc 0.0%
Value ($000) $9 Shares 200 Est. Cost $65.43 Unrealized -38.7%
PM Philip Morris Intl Inc 0.0%
Value ($000) $9 Shares 110 Est. Cost $48.61 Unrealized +23.4%
CHTR Charter Communications Inc New Class A 0.0%
Value ($000) $8 Shares 16 Est. Cost $460.22 Unrealized 0.0%
GIS General Mills Incorporated 0.0%
Value ($000) $8 Shares 150 Est. Cost $36.91 Unrealized +16.0%
VPU Vanguard Utilities ETF 0.0%
Value ($000) $8 Shares 59 Est. Cost $112.52 Unrealized
BK Bank Of New York Mellon Corp 0.0%
Value ($000) $8 Shares 150 Est. Cost $37.00 Unrealized +7.9%
SWX Southwest Gas Corp 0.0%
Value ($000) $8 Shares 100 Est. Cost $59.06 Unrealized +37.7%
QQQ Invesco Qqq Trust Series 1 Invsc Srs Etf 0.0%
Value ($000) $7 Shares 32 Est. Cost $156.25 Unrealized
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $7 Shares 50 Est. Cost $105.11 Unrealized
KR Kroger Co 0.0%
Value ($000) $6 Shares 200 Est. Cost $20.29 Unrealized +14.6%
MAC Macerich Co 0.0%
Value ($000) $6 Shares 230 Est. Cost $34.78 Unrealized
ECL Ecolab Inc 0.0%
Value ($000) $5 Shares 25 Est. Cost $134.27 Unrealized +32.3%
QCOM Qualcomm Inc 0.0%
Value ($000) $5 Shares 60 Est. Cost $45.80 Unrealized +59.1%
MCHP Microchip Technology Inc 0.0%
Value ($000) $5 Shares 43 Est. Cost $31.68 Unrealized +35.7%
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $5 Shares 337 Est. Cost $9.70 Unrealized +13.1%
WEC Wec Energy Group Inc Common 0.0%
Value ($000) $5 Shares 50 Est. Cost $34.80 Unrealized +115.1%
AVA Avista Corp 0.0%
Value ($000) $5 Shares 100 Est. Cost $36.19 Unrealized -0.4%
ROKU Roku Inc Cl A Corp 0.0%
Value ($000) $5 Shares 40 Est. Cost $80.28 Unrealized +71.2%
M Macy's Inc 0.0%
Value ($000) $4 Shares 255 Est. Cost $18.52 Unrealized -15.5%
HAL Halliburton Company 0.0%
Value ($000) $4 Shares 150 Est. Cost $35.79 Unrealized -47.5%
ADI Analog Devices Inc 0.0%
Value ($000) $4 Shares 35 Est. Cost $67.51 Unrealized +49.4%
YUM Yum Brands Inc 0.0%
Value ($000) $4 Shares 35 Est. Cost $83.46 Unrealized +10.7%
Escrow Altegrity Inc. 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
Amarin Corporation Plc ADR 0.0%
Value ($000) $3 Shares 130 Est. Cost $23.08 Unrealized
PSI Invesco Dynamic Semiconductors ETF 0.0%
Value ($000) $3 Shares 41 Est. Cost $43.89 Unrealized
Twitter Inc 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
BIIB Biogen Idec Inc 0.0%
Value ($000) $3 Shares 10 Est. Cost $230.90 Unrealized +20.2%
CFFN Capitol Federal Finl Inc. 0.0%
Value ($000) $2 Shares 182 Est. Cost $7.49 Unrealized +24.6%
BYND Beyond Meat 0.0%
Value ($000) $2 Shares 20 Est. Cost $164.67 Unrealized -43.7%
WMB Williams Companies 0.0%
Value ($000) $2 Shares 78 Est. Cost $19.23 Unrealized -15.4%
Virtus Total Return Fund Inc CF 0.0%
Value ($000) $2 Shares 208 Est. Cost $9.62 Unrealized
YUMC Yum China Hldgs Inc 0.0%
Value ($000) $2 Shares 35 Est. Cost $39.39 Unrealized +12.8%
SKY Skyline Corp 0.0%
Value ($000) $2 Shares 55 Est. Cost $11.00 Unrealized +183.2%
Rockwell Medical INC CORP COMMON 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.00 Unrealized
KTB Kontoor Brands Inc Corp 0.0%
Value ($000) $1 Shares 33 Est. Cost $32.45 Unrealized +16.4%
AA Alcoa Corp Common 0.0%
Value ($000) $1 Shares 11 Est. Cost $25.90 Unrealized -23.7%
Arconic Inc Common 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.30 Unrealized
ZNOG Zion Oil & Gas Inc Common 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.68 Unrealized -88.4%
Zix Corp 0.0%
Value ($000) $1 Shares 167 Est. Cost $5.99 Unrealized
ETR Entergy Corp New 0.0%
Value ($000) $1 Shares 6 Est. Cost $26.14 Unrealized +80.4%
Micro Focus Int'l PLC ADR 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
CC Chemours Common 0.0%
Value ($000) $1 Shares 16 Est. Cost $32.39 Unrealized -59.9%
MPC Marathon Pete Corp 0.0%
Value ($000) $1 Shares 5 Est. Cost $60.02 Unrealized -14.0%
Corbus Pharmaceuticals 0.0%
Value ($000) $1 Shares 99 Est. Cost $10.10 Unrealized
DXC DXC Technology Common 0.0%
Value ($000) $1 Shares 14 Est. Cost $64.96 Unrealized -50.9%
Perspecta INC CORP COMMON 0.0%
Value ($000) $1 Shares 7 Est. Cost $25.97 Unrealized