Trust Co Diversified Active

CIK: 0001632554 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: Apr 7, 2020

Total Value ($000): $90,706 (100.0% shares, 0.0% debt)

Holdings (295)

XLK SPDR Sector Info Tech ETF 6.2%
Value ($000) $5,648 Shares 70,273 Est. Cost $79.01 Unrealized
XLP SPDR Sector Consumer Staples Sector ETF 4.8%
Value ($000) $4,368 Shares 80,194 Est. Cost $58.85 Unrealized
XLV SPDR Sector Health Care ETF 4.2%
Value ($000) $3,842 Shares 43,373 Est. Cost $93.23 Unrealized
AMZN Amazon.com Inc 4.1%
Value ($000) $3,714 Shares 1,905 Est. Cost $45.41 Unrealized +113.1%
XLF SPDR Sector Financial ETF 3.9%
Value ($000) $3,512 Shares 168,668 Est. Cost $24.19 Unrealized
IVV iShares Core S&P 500 ETF 3.7%
Value ($000) $3,356 Shares 12,987 Est. Cost $3188.38 Unrealized
BRK/B Berkshire Hathaway Class B 3.4%
Value ($000) $3,109 Shares 17,003 Est. Cost $185.09 Unrealized +14.8%
XLY SPDR Sector Consumer Discretionary Sector ETF 3.2%
Value ($000) $2,878 Shares 29,342 Est. Cost $117.53 Unrealized
AAPL Apple Inc 2.7%
Value ($000) $2,477 Shares 9,742 Est. Cost $28.30 Unrealized +151.1%
XLC SPDR Sector Communication Srvc ETF 2.7%
Value ($000) $2,419 Shares 54,684 Est. Cost $49.27 Unrealized
MSFT Microsoft 2.3%
Value ($000) $2,053 Shares 13,016 Est. Cost $82.65 Unrealized +89.2%
XLI SPDR Sector Industrials ETF 2.2%
Value ($000) $1,980 Shares 33,561 Est. Cost $75.50 Unrealized
JKHY Jack Henry & Assoc Inc 2.1%
Value ($000) $1,924 Shares 12,392 Est. Cost $57.27 Unrealized +152.5%
INTC Intel Corp 1.9%
Value ($000) $1,682 Shares 31,075 Est. Cost $40.26 Unrealized +30.0%
AMT American Tower REIT 1.8%
Value ($000) $1,630 Shares 7,486 Est. Cost $96.47 Unrealized +104.4%
XLU SPDR Sector Utilities ETF 1.8%
Value ($000) $1,617 Shares 29,190 Est. Cost $59.62 Unrealized
JPM JPMorgan Chase & Co 1.8%
Value ($000) $1,590 Shares 17,663 Est. Cost $49.80 Unrealized +108.1%
EFAV iShares MSCI Min Vol EAFE ETF 1.7%
Value ($000) $1,557 Shares 25,091 Est. Cost $68.35 Unrealized
EFA iShares MSCI EAFE Index ETF 1.6%
Value ($000) $1,492 Shares 27,915 Est. Cost $60.90 Unrealized
XLB SPDR Sector Basic Materials ETF 1.5%
Value ($000) $1,332 Shares 29,568 Est. Cost $55.73 Unrealized
V Visa Inc Class A 1.3%
Value ($000) $1,213 Shares 7,531 Est. Cost $122.58 Unrealized +47.4%
XLRE SPDR Sector Real Estate ETF 1.3%
Value ($000) $1,172 Shares 37,803 Est. Cost $35.37 Unrealized
CSCO Cisco Systems 1.3%
Value ($000) $1,157 Shares 29,428 Est. Cost $24.57 Unrealized +49.2%
VUG Vanguard Growth Index ETF 1.2%
Value ($000) $1,114 Shares 7,112 Est. Cost $120.77 Unrealized
BMY Bristol-Myers Squibb 1.1%
Value ($000) $1,005 Shares 18,036 Est. Cost $41.11 Unrealized +18.2%
MUB iShares National Muni Bond ETF 1.1%
Value ($000) $986 Shares 8,725 Est. Cost $109.07 Unrealized
JNJ Johnson & Johnson 1.0%
Value ($000) $934 Shares 7,121 Est. Cost $82.19 Unrealized +46.2%
XLE SPDR Sector Energy ETF 1.0%
Value ($000) $934 Shares 32,139 Est. Cost $54.96 Unrealized
LARK Landmark Bancshares 1.0%
Value ($000) $901 Shares 44,160 Est. Cost $18.01 Unrealized +6.1%
GOOGL Alphabet Inc - A 1.0%
Value ($000) $882 Shares 759 Est. Cost $40.25 Unrealized +67.1%
HD Home Depot Inc 0.9%
Value ($000) $848 Shares 4,540 Est. Cost $103.91 Unrealized +83.0%
VIG Vanguard Dividend Appreciation Index ETF 0.9%
Value ($000) $792 Shares 7,663 Est. Cost $81.76 Unrealized
IJR iShares Core S&P Small-Cap ETF 0.9%
Value ($000) $788 Shares 14,047 Est. Cost $17817.97 Unrealized
AMGN Amgen Inc 0.9%
Value ($000) $781 Shares 3,854 Est. Cost $144.29 Unrealized +26.3%
IBM IBM Corporation 0.9%
Value ($000) $777 Shares 7,000 Est. Cost $97.99 Unrealized +0.3%
GILD Gilead Sciences Inc 0.8%
Value ($000) $716 Shares 9,571 Est. Cost $50.90 Unrealized +7.9%
PEP Pepsico Inc 0.8%
Value ($000) $685 Shares 5,701 Est. Cost $72.21 Unrealized +56.2%
VEA Vanguard FTSE Developed Markets ETF 0.8%
Value ($000) $683 Shares 20,490 Est. Cost $3863.09 Unrealized
UNP Union Pacific 0.7%
Value ($000) $680 Shares 4,821 Est. Cost $121.15 Unrealized +19.7%
VTV Vanguard Value ETF 0.7%
Value ($000) $668 Shares 7,500 Est. Cost $92.07 Unrealized
BRK/A Berkshire Hathaway Class A 0.6%
Value ($000) $544 Shares 2 Est. Cost $230816.08 Unrealized +38.1%
DE Deere & Co 0.6%
Value ($000) $544 Shares 3,935 Est. Cost $77.03 Unrealized +89.2%
CAT Caterpillar Inc 0.6%
Value ($000) $517 Shares 4,452 Est. Cost $62.41 Unrealized +81.7%
EVRG Evergy INC CORP COMMON 0.5%
Value ($000) $475 Shares 8,630 Est. Cost $40.88 Unrealized +27.3%
FBL Financial Group Inc A 0.5%
Value ($000) $467 Shares 10,000 Est. Cost $61.50 Unrealized
ViacomCBS Inc Cl B 0.5%
Value ($000) $465 Shares 33,177 Est. Cost $14.02 Unrealized
AGG iShares Core Total U.S. Bond Market ETF 0.5%
Value ($000) $464 Shares 4,018 Est. Cost $178.50 Unrealized
Cerner Corp 0.5%
Value ($000) $445 Shares 7,070 Est. Cost $66.17 Unrealized
VTI Vanguard US Total Stock Market ETF 0.5%
Value ($000) $438 Shares 3,397 Est. Cost $16479.63 Unrealized
LMT Lockheed Martin Corp 0.5%
Value ($000) $436 Shares 1,287 Est. Cost $253.10 Unrealized +32.3%
XOM Exxon Mobil Corp 0.5%
Value ($000) $434 Shares 11,430 Est. Cost $55.32 Unrealized -23.9%
HDV iShares Core High Dividend ETF 0.5%
Value ($000) $428 Shares 5,986 Est. Cost $72.57 Unrealized
CVX Chevron Corp 0.5%
Value ($000) $419 Shares 5,776 Est. Cost $77.39 Unrealized -1.8%
WMT Wal-Mart Stores Inc 0.4%
Value ($000) $370 Shares 3,258 Est. Cost $21.03 Unrealized +68.2%
UNH Unitedhealth Group Inc 0.4%
Value ($000) $368 Shares 1,476 Est. Cost $217.39 Unrealized +14.9%
BA Boeing 0.4%
Value ($000) $363 Shares 2,436 Est. Cost $308.97 Unrealized -11.7%
VZ Verizon Communications 0.4%
Value ($000) $362 Shares 6,729 Est. Cost $38.86 Unrealized +5.5%
UPS United Parcel Service 0.4%
Value ($000) $356 Shares 3,813 Est. Cost $79.25 Unrealized +3.3%
Discovery Communications 0.4%
Value ($000) $330 Shares 16,970 Est. Cost $28.84 Unrealized
Kellogg Co 0.4%
Value ($000) $319 Shares 5,322 Est. Cost $45.46 Unrealized +9.1%
T AT&T Inc 0.3%
Value ($000) $292 Shares 10,016 Est. Cost $15.31 Unrealized +18.7%
CBSH Commerce Bancshares Inc 0.3%
Value ($000) $281 Shares 5,584 Est. Cost $38.54 Unrealized +16.4%
TD Toronto Dominion Bank 0.3%
Value ($000) $254 Shares 6,000 Est. Cost $51.30 Unrealized 0.0%
Patterson Companies 0.3%
Value ($000) $235 Shares 15,400 Est. Cost $25.44 Unrealized
BK Bank Of New York Mellon Corp 0.3%
Value ($000) $232 Shares 6,900 Est. Cost $35.40 Unrealized -0.1%
KHC Kraft Heinz Co 0.2%
Value ($000) $218 Shares 8,830 Est. Cost $21.46 Unrealized -3.6%
Raytheon Company 0.2%
Value ($000) $211 Shares 1,612 Est. Cost $193.07 Unrealized
Blackrock Inc 0.2%
Value ($000) $202 Shares 459 Est. Cost $4947.94 Unrealized
SPGI S&P Global Inc 0.2%
Value ($000) $196 Shares 800 Est. Cost $96.34 Unrealized +171.1%
SPY SPDR S&P 500 Index ETF 0.2%
Value ($000) $194 Shares 752 Est. Cost $18597.99 Unrealized
MRK Merck & Co Inc 0.2%
Value ($000) $190 Shares 2,475 Est. Cost $48.26 Unrealized +34.9%
MDY SPDR S&P MidCap 400 Index ETF 0.2%
Value ($000) $187 Shares 710 Est. Cost $262.64 Unrealized
HON Honeywell International 0.2%
Value ($000) $186 Shares 1,391 Est. Cost $98.42 Unrealized +38.8%
GOOG Alphabet Inc - C 0.2%
Value ($000) $183 Shares 157 Est. Cost $52.86 Unrealized +27.4%
IEMG Ishares Inc Core Msci Emerging Mkts Etf 0.2%
Value ($000) $177 Shares 4,372 Est. Cost $56.88 Unrealized
ABBV AbbVie Inc 0.2%
Value ($000) $176 Shares 2,311 Est. Cost $46.35 Unrealized +45.0%
CMCSA Comcast Corp Class A 0.2%
Value ($000) $168 Shares 4,880 Est. Cost $27.44 Unrealized +31.4%
COP Conocophillips 0.2%
Value ($000) $167 Shares 5,428 Est. Cost $43.65 Unrealized -6.1%
VYM Vanguard High Dividend Yield ETF 0.2%
Value ($000) $165 Shares 2,327 Est. Cost $85.21 Unrealized
Discover Financial Services 0.2%
Value ($000) $160 Shares 4,497 Est. Cost $40.01 Unrealized
LLY Eli Lilly & Co 0.2%
Value ($000) $158 Shares 1,138 Est. Cost $62.52 Unrealized +105.0%
PFE Pfizer 0.2%
Value ($000) $157 Shares 4,808 Est. Cost $28.97 Unrealized -10.8%
EMN Eastman Chemical Co 0.2%
Value ($000) $157 Shares 3,375 Est. Cost $61.16 Unrealized -15.2%
GD General Dynamics Corp 0.2%
Value ($000) $157 Shares 1,189 Est. Cost $160.09 Unrealized -9.4%
EMR Emerson Electric 0.2%
Value ($000) $155 Shares 3,254 Est. Cost $54.38 Unrealized +6.2%
NEE Nextera Energy Inc 0.2%
Value ($000) $154 Shares 640 Est. Cost $22.18 Unrealized +144.8%
KO Coca Cola Company 0.2%
Value ($000) $153 Shares 3,450 Est. Cost $30.41 Unrealized +48.0%
BAC Bank Of America 0.2%
Value ($000) $142 Shares 6,679 Est. Cost $17.50 Unrealized +48.1%
TXN Texas Instruments 0.2%
Value ($000) $140 Shares 1,400 Est. Cost $64.34 Unrealized +58.0%
IJH iShares Core S&P Mid-Cap ETF 0.2%
Value ($000) $139 Shares 965 Est. Cost $7441.41 Unrealized
PSX Phillips 66 0.1%
Value ($000) $135 Shares 2,511 Est. Cost $71.85 Unrealized -11.2%
SBUX Starbucks Corporation 0.1%
Value ($000) $133 Shares 2,019 Est. Cost $74.48 Unrealized -4.7%
BSX Boston Scientific Corp 0.1%
Value ($000) $131 Shares 4,000 Est. Cost $27.58 Unrealized +41.6%
USB US Bancorp New 0.1%
Value ($000) $131 Shares 3,800 Est. Cost $29.81 Unrealized +24.9%
MMM 3M Company 0.1%
Value ($000) $130 Shares 954 Est. Cost $106.07 Unrealized -0.1%
WFC Wells Fargo & Co New 0.1%
Value ($000) $123 Shares 4,301 Est. Cost $38.45 Unrealized -4.7%
MCD McDonald's Corp 0.1%
Value ($000) $123 Shares 744 Est. Cost $90.81 Unrealized +89.2%
Hanesbrands Inc 0.1%
Value ($000) $119 Shares 15,110 Est. Cost $14.88 Unrealized
KMB Kimberly-Clark Corp 0.1%
Value ($000) $117 Shares 913 Est. Cost $86.16 Unrealized +30.1%
ABT Abbott Labs Common 0.1%
Value ($000) $116 Shares 1,472 Est. Cost $34.53 Unrealized +118.2%
ELV Anthem Inc. 0.1%
Value ($000) $114 Shares 500 Est. Cost $191.44 Unrealized +31.3%
DOW Dow INC CORP COMMON 0.1%
Value ($000) $110 Shares 3,759 Est. Cost $33.49 Unrealized -8.7%
BIP Brookfield Infrastructure Partners LP 0.1%
Value ($000) $108 Shares 3,000 Est. Cost $44.67 Unrealized
CRM Salesforce.com Inc 0.1%
Value ($000) $104 Shares 723 Est. Cost $126.90 Unrealized +33.5%
MA Mastercard Inc Class A 0.1%
Value ($000) $102 Shares 423 Est. Cost $84.50 Unrealized +240.6%
VCIT Vanguard Intermediate-Term Corporate Bond ETF 0.1%
Value ($000) $101 Shares 1,156 Est. Cost $1920.68 Unrealized
ADM Archer-Daniels-Midland 0.1%
Value ($000) $99 Shares 2,819 Est. Cost $33.73 Unrealized +2.4%
SO Southern Company Inc 0.1%
Value ($000) $95 Shares 1,746 Est. Cost $30.72 Unrealized +64.3%
SFNC Simmons First Natl Corp Class A 0.1%
Value ($000) $94 Shares 5,100 Est. Cost $22.72 Unrealized 0.0%
PG Procter & Gamble Co 0.1%
Value ($000) $93 Shares 845 Est. Cost $88.02 Unrealized +18.0%
GS Goldman Sachs Grp Inc 0.1%
Value ($000) $90 Shares 582 Est. Cost $179.21 Unrealized +2.9%
HAL Halliburton Company 0.1%
Value ($000) $89 Shares 13,000 Est. Cost $15.86 Unrealized -1.5%
IWF iShares Russell 1000 Growth Index ETF 0.1%
Value ($000) $89 Shares 592 Est. Cost $107.41 Unrealized
NKE Nike Inc Cl B 0.1%
Value ($000) $88 Shares 1,060 Est. Cost $50.41 Unrealized +70.4%
SLB Schlumberger Ltd 0.1%
Value ($000) $84 Shares 6,240 Est. Cost $25.29 Unrealized 0.0%
SCI Service Corp International 0.1%
Value ($000) $84 Shares 2,150 Est. Cost $25.35 Unrealized +83.5%
DIS Walt Disney Company 0.1%
Value ($000) $82 Shares 854 Est. Cost $107.60 Unrealized +14.8%
LQD iShares IBOXX US Inv Grade Corp Bond ETF 0.1%
Value ($000) $82 Shares 665 Est. Cost $120.32 Unrealized
SCZ iShares MSCI EAFE Small-Cap 0.1%
Value ($000) $79 Shares 1,759 Est. Cost $64.41 Unrealized
META Facebook Inc Class A 0.1%
Value ($000) $77 Shares 459 Est. Cost $139.48 Unrealized +39.4%
IWP iShares Russell Midcap Growth Index ETF 0.1%
Value ($000) $76 Shares 629 Est. Cost $97.44 Unrealized
OKE Oneok Inc New 0.1%
Value ($000) $75 Shares 3,442 Est. Cost $36.42 Unrealized +13.1%
WM Waste Management Inc 0.1%
Value ($000) $74 Shares 799 Est. Cost $73.45 Unrealized +41.8%
VWO Vanguard FTSE Emerging Markets ETF 0.1%
Value ($000) $73 Shares 2,177 Est. Cost $5286.25 Unrealized
PRU Prudential Financial 0.1%
Value ($000) $73 Shares 1,400 Est. Cost $51.06 Unrealized +15.5%
ORCL Oracle Systems Corp 0.1%
Value ($000) $72 Shares 1,500 Est. Cost $36.94 Unrealized +28.6%
TIP iShares Barclays TIPS Bond ETF 0.1%
Value ($000) $72 Shares 610 Est. Cost $113.68 Unrealized
United Technologies Corp 0.1%
Value ($000) $65 Shares 692 Est. Cost $3807.87 Unrealized
IWS iShares Russell MidCap Value Index ETF 0.1%
Value ($000) $65 Shares 1,019 Est. Cost $81.27 Unrealized
NUE Nucor Corp 0.1%
Value ($000) $65 Shares 1,800 Est. Cost $42.57 Unrealized -7.1%
ADP Automatic Data Processing 0.1%
Value ($000) $62 Shares 452 Est. Cost $82.77 Unrealized +71.5%
NOC Northrop Grumman Corp 0.1%
Value ($000) $61 Shares 200 Est. Cost $137.50 Unrealized +129.5%
IDA Idacorp Inc 0.1%
Value ($000) $61 Shares 700 Est. Cost $59.55 Unrealized +72.8%
IYG iShares Financial Services ETF 0.1%
Value ($000) $57 Shares 559 Est. Cost $112.28 Unrealized
TSN Tyson Foods Cl A 0.1%
Value ($000) $56 Shares 960 Est. Cost $31.83 Unrealized +96.9%
TSLA Tesla Motors Inc 0.1%
Value ($000) $55 Shares 105 Est. Cost $15.17 Unrealized +173.2%
BBY Best Buy Co Inc 0.1%
Value ($000) $54 Shares 939 Est. Cost $54.37 Unrealized +14.8%
VO Vanguard Mid-Cap ETF 0.1%
Value ($000) $53 Shares 401 Est. Cost $154.69 Unrealized
CLX Clorox Company 0.1%
Value ($000) $52 Shares 300 Est. Cost $80.19 Unrealized +72.9%
HPQ Hp Inc Common 0.1%
Value ($000) $50 Shares 2,901 Est. Cost $12.51 Unrealized +31.9%
D Dominion Resources Inc 0.1%
Value ($000) $49 Shares 675 Est. Cost $56.17 Unrealized +12.4%
ALL Allstate Corp 0.1%
Value ($000) $46 Shares 500 Est. Cost $57.91 Unrealized +62.8%
Ishares Gold Tr Ishares 0.1%
Value ($000) $46 Shares 3,069 Est. Cost $14.66 Unrealized
BND Vanguard Total Bond Index ETF 0.1%
Value ($000) $46 Shares 535 Est. Cost $81.56 Unrealized
GLW Corning Inc 0.1%
Value ($000) $46 Shares 2,245 Est. Cost $20.64 Unrealized +7.0%
WWD Woodward INC CORP COMMON 0.0%
Value ($000) $43 Shares 727 Est. Cost $99.77 Unrealized 0.0%
DD Dupont De Nemours INC CORP COMMON 0.0%
Value ($000) $43 Shares 1,257 Est. Cost $18.15 Unrealized 0.0%
CB Chubb Limited 0.0%
Value ($000) $42 Shares 374 Est. Cost $115.31 Unrealized +13.1%
Deciphera Pharmaceuticals Inc 0.0%
Value ($000) $41 Shares 991 Est. Cost $39.35 Unrealized
NFLX Netflix, Inc. 0.0%
Value ($000) $39 Shares 105 Est. Cost $9.61 Unrealized +268.3%
CSX CSX Corp 0.0%
Value ($000) $39 Shares 679 Est. Cost $9.91 Unrealized +117.7%
WELL Welltower Inc 0.0%
Value ($000) $39 Shares 850 Est. Cost $48.83 Unrealized +26.6%
American Finance Trust Inc CL A 0.0%
Value ($000) $38 Shares 6,150 Est. Cost $13.24 Unrealized
General Electric 0.0%
Value ($000) $38 Shares 4,768 Est. Cost $17.83 Unrealized
HRL Hormel Foods Corp 0.0%
Value ($000) $37 Shares 800 Est. Cost $27.38 Unrealized +41.2%
ITW Illinois Tool Works Inc 0.0%
Value ($000) $37 Shares 261 Est. Cost $74.65 Unrealized +97.7%
TMP Tompkins Financial Corp 0.0%
Value ($000) $36 Shares 500 Est. Cost $64.73 Unrealized +3.0%
Royal Dutch Shell B 0.0%
Value ($000) $33 Shares 996 Est. Cost $60.24 Unrealized
ENB Enbridge Inc 0.0%
Value ($000) $32 Shares 1,112 Est. Cost $22.41 Unrealized +11.6%
C Citigroup Inc 0.0%
Value ($000) $32 Shares 749 Est. Cost $56.47 Unrealized -4.0%
OGE OGE Energy Corp 0.0%
Value ($000) $31 Shares 1,000 Est. Cost $33.53 Unrealized +20.6%
AEP American Electrical Power Inc 0.0%
Value ($000) $31 Shares 392 Est. Cost $57.09 Unrealized +34.1%
NTRS Northern Trust Company 0.0%
Value ($000) $30 Shares 400 Est. Cost $60.19 Unrealized +26.7%
LOW Lowes Companies Inc 0.0%
Value ($000) $30 Shares 350 Est. Cost $64.21 Unrealized +53.1%
EEM iShares MSCI Emerging Markets Index ETF 0.0%
Value ($000) $29 Shares 850 Est. Cost $38.82 Unrealized
IP International Paper Co 0.0%
Value ($000) $28 Shares 902 Est. Cost $31.54 Unrealized -9.6%
HSY Hershey Co 0.0%
Value ($000) $27 Shares 200 Est. Cost $74.07 Unrealized +73.4%
BANF Bancfirst Corp 0.0%
Value ($000) $27 Shares 800 Est. Cost $33.51 Unrealized +37.3%
CL Colgate-Palmolive 0.0%
Value ($000) $27 Shares 400 Est. Cost $54.39 Unrealized +13.1%
MDT Medtronic PLC 0.0%
Value ($000) $27 Shares 295 Est. Cost $60.37 Unrealized +49.4%
CTVA Corteva INC CORP COMMON 0.0%
Value ($000) $26 Shares 1,116 Est. Cost $25.57 Unrealized 0.0%
BX Blackstone Group INC CLASS A CORP COMMON 0.0%
Value ($000) $26 Shares 575 Est. Cost $42.09 Unrealized +7.5%
CAH Cardinal Health Inc. 0.0%
Value ($000) $25 Shares 523 Est. Cost $41.75 Unrealized +6.0%
Adams Diversified Equity Fund Inc Cf 0.0%
Value ($000) $24 Shares 1,894 Est. Cost $14.78 Unrealized
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $23 Shares 232 Est. Cost $120.94 Unrealized
LHX L3harris Technologies INC CORP COMMON 0.0%
Value ($000) $23 Shares 130 Est. Cost $182.00 Unrealized 0.0%
IEF iShares Barclays 7-10 Yr Treas Bond ETF 0.0%
Value ($000) $22 Shares 180 Est. Cost $105588.89 Unrealized
Total SA ADR 0.0%
Value ($000) $21 Shares 558 Est. Cost $53.53 Unrealized
BDX Becton Dickinson & Co 0.0%
Value ($000) $21 Shares 93 Est. Cost $180.37 Unrealized +24.7%
LEG Leggett & Platt Inc 0.0%
Value ($000) $20 Shares 748 Est. Cost $43.23 Unrealized -3.7%
SMG Scotts Miracle-Grow 0.0%
Value ($000) $20 Shares 200 Est. Cost $54.98 Unrealized +59.5%
TSM Taiwan Semiconductor 0.0%
Value ($000) $20 Shares 425 Est. Cost $37.65 Unrealized
Unilever N V NY Shares 0.0%
Value ($000) $20 Shares 400 Est. Cost $41.76 Unrealized
IWO iShares Russell 2000 Growth Index ETF 0.0%
Value ($000) $19 Shares 119 Est. Cost $192.80 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $19 Shares 455 Est. Cost $48.19 Unrealized +5.3%
EXC Exelon Corp 0.0%
Value ($000) $19 Shares 511 Est. Cost $15.94 Unrealized +59.7%
TGT Target Corporation 0.0%
Value ($000) $19 Shares 200 Est. Cost $80.37 Unrealized +18.2%
DOV Dover Corp 0.0%
Value ($000) $18 Shares 210 Est. Cost $73.40 Unrealized +33.2%
CEF Sprott Physical Gold & Silver Trust Unt ETV 0.0%
Value ($000) $18 Shares 1,200 Est. Cost $15.00 Unrealized
URI United Rentals Inc 0.0%
Value ($000) $18 Shares 177 Est. Cost $168.12 Unrealized -23.6%
CTAS Cintas Corp Common 0.0%
Value ($000) $18 Shares 102 Est. Cost $27.09 Unrealized +127.9%
NSC Norfolk Southern Corp 0.0%
Value ($000) $18 Shares 121 Est. Cost $112.80 Unrealized +45.1%
CVS CVS Corporation 0.0%
Value ($000) $17 Shares 285 Est. Cost $52.70 Unrealized +4.9%
CMI Cummins Inc 0.0%
Value ($000) $17 Shares 127 Est. Cost $143.43 Unrealized -6.1%
SNY Sanofi ADR 0.0%
Value ($000) $17 Shares 400 Est. Cost $50.00 Unrealized
LYB Lyondellbasell Industries NV Cl A 0.0%
Value ($000) $17 Shares 336 Est. Cost $57.14 Unrealized -13.2%
AXP American Express 0.0%
Value ($000) $17 Shares 200 Est. Cost $60.98 Unrealized +76.4%
DUK Duke Energy Corp. 0.0%
Value ($000) $17 Shares 215 Est. Cost $54.74 Unrealized +32.8%
ROK Rockwell Automation 0.0%
Value ($000) $16 Shares 105 Est. Cost $93.86 Unrealized +78.2%
RJF Raymond James Financial Inc 0.0%
Value ($000) $16 Shares 253 Est. Cost $31.81 Unrealized +61.9%
AJG Arthur J Gallagher & Co 0.0%
Value ($000) $16 Shares 202 Est. Cost $39.66 Unrealized +125.4%
OGS One Gas Inc. 0.0%
Value ($000) $16 Shares 196 Est. Cost $82.46 Unrealized +7.3%
NVS Novartis AG-ADR 0.0%
Value ($000) $16 Shares 200 Est. Cost $13001.02 Unrealized
MKC Mccormick & Company INC CORP COMMON 0.0%
Value ($000) $16 Shares 111 Est. Cost $68.97 Unrealized 0.0%
IYR iShares DJ US Real Estate Index ETF 0.0%
Value ($000) $16 Shares 235 Est. Cost $68970.56 Unrealized
HPE Hewlett Packard Enterprise Common 0.0%
Value ($000) $15 Shares 1,522 Est. Cost $7.17 Unrealized +51.1%
VLO Valero Energy Corp New 0.0%
Value ($000) $15 Shares 324 Est. Cost $59.68 Unrealized -4.2%
FS KKR Capital Corp 0.0%
Value ($000) $15 Shares 5,055 Est. Cost $5.74 Unrealized
WRB WR Berkley Corp 0.0%
Value ($000) $15 Shares 292 Est. Cost $17.59 Unrealized +49.2%
CAJPY Canon Inc Spons ADR 0.0%
Value ($000) $15 Shares 701 Est. Cost $27.46 Unrealized
LW Lamb Weston Hldgs Inc Common 0.0%
Value ($000) $14 Shares 253 Est. Cost $29.75 Unrealized +151.4%
CMP Compass Minerals Intl Inc Common 0.0%
Value ($000) $14 Shares 360 Est. Cost $47.94 Unrealized +0.6%
MPLX MPLX LP 0.0%
Value ($000) $14 Shares 1,235 Est. Cost $33.20 Unrealized
TRV Travelers Co Inc 0.0%
Value ($000) $14 Shares 144 Est. Cost $98.44 Unrealized +11.4%
TMO Thermo Fisher Corp 0.0%
Value ($000) $14 Shares 50 Est. Cost $196.54 Unrealized +58.0%
FE First Energy Corp 0.0%
Value ($000) $14 Shares 353 Est. Cost $21.37 Unrealized +70.0%
DG Dollar Gen Corp New Common 0.0%
Value ($000) $13 Shares 88 Est. Cost $76.55 Unrealized +85.9%
AGCO AGCO Corp 0.0%
Value ($000) $13 Shares 275 Est. Cost $43.68 Unrealized +21.1%
SUSA iShares MSCI USA ESG Select ETF 0.0%
Value ($000) $13 Shares 120 Est. Cost $79.17 Unrealized
VFC VF Corp 0.0%
Value ($000) $13 Shares 235 Est. Cost $67.48 Unrealized +15.5%
Walgreens Boots Alliance Inc. 0.0%
Value ($000) $12 Shares 269 Est. Cost $63.71 Unrealized
LUV Southwest Airlines 0.0%
Value ($000) $11 Shares 300 Est. Cost $42.84 Unrealized +7.3%
Glaxo Smith Kline PLC 0.0%
Value ($000) $10 Shares 271 Est. Cost $36.90 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $10 Shares 100 Est. Cost $108.16 Unrealized +15.4%
Cypress Semiconductor Corp 0.0%
Value ($000) $10 Shares 425 Est. Cost $14.12 Unrealized
ETR Entergy Corp New 0.0%
Value ($000) $10 Shares 106 Est. Cost $46.55 Unrealized +2.6%
UBER Uber Technologies INC 0.0%
Value ($000) $10 Shares 370 Est. Cost $29.67 Unrealized +10.9%
VTIP Vanguard Short-Term TIPS ETF 0.0%
Value ($000) $10 Shares 210 Est. Cost $2568.83 Unrealized
BHP BHP Billiton Limited ADR 0.0%
Value ($000) $9 Shares 249 Est. Cost $48.19 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $9 Shares 100 Est. Cost $78.49 Unrealized +41.5%
GIS General Mills Incorporated 0.0%
Value ($000) $8 Shares 150 Est. Cost $36.91 Unrealized +17.3%
DNP Select Income CEF 0.0%
Value ($000) $8 Shares 800 Est. Cost $10.00 Unrealized
IJK iShares S&P MidCap 400 Growth ETF 0.0%
Value ($000) $8 Shares 44 Est. Cost $160.00 Unrealized
OXY Occidental Petroleum 0.0%
Value ($000) $8 Shares 706 Est. Cost $51.89 Unrealized -42.1%
AVGO Broadcom INC CORP COMMON 0.0%
Value ($000) $8 Shares 33 Est. Cost $22.49 Unrealized +8.0%
PM Philip Morris Intl Inc 0.0%
Value ($000) $8 Shares 110 Est. Cost $48.61 Unrealized +25.0%
CHTR Charter Communications Inc New Class A 0.0%
Value ($000) $7 Shares 16 Est. Cost $460.22 Unrealized +6.3%
OLN Olin Corp 0.0%
Value ($000) $7 Shares 602 Est. Cost $17.44 Unrealized -25.3%
Foot Locker Inc 0.0%
Value ($000) $7 Shares 314 Est. Cost $47.14 Unrealized
SWX Southwest Gas Corp 0.0%
Value ($000) $7 Shares 100 Est. Cost $59.06 Unrealized +21.7%
VPU Vanguard Utilities ETF 0.0%
Value ($000) $7 Shares 59 Est. Cost $112.52 Unrealized
QQQ Invesco Qqq Trust Series 1 Invsc Srs Etf 0.0%
Value ($000) $6 Shares 32 Est. Cost $156.25 Unrealized
KR Kroger Co 0.0%
Value ($000) $6 Shares 200 Est. Cost $20.29 Unrealized +27.7%
DKS Dick's Sporting Goods Inc 0.0%
Value ($000) $6 Shares 280 Est. Cost $31.84 Unrealized 0.0%
BUD Anheuser Busch Inbev SPN ADR 0.0%
Value ($000) $6 Shares 130 Est. Cost $84.62 Unrealized
AAL American Airlines Group Inc 0.0%
Value ($000) $5 Shares 425 Est. Cost $48.27 Unrealized -52.9%
ALEX Alexander & Baldwin Inc 0.0%
Value ($000) $5 Shares 458 Est. Cost $18.46 Unrealized
NDAQ NASDAQ Inc. 0.0%
Value ($000) $5 Shares 55 Est. Cost $13.68 Unrealized +138.1%
CCL Carnival Corp New F 0.0%
Value ($000) $4 Shares 300 Est. Cost $42.22 Unrealized -16.4%
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $105.11 Unrealized
ECL Ecolab Inc 0.0%
Value ($000) $4 Shares 25 Est. Cost $134.27 Unrealized +31.3%
Escrow Altegrity Inc. 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
AVA Avista Corp 0.0%
Value ($000) $4 Shares 100 Est. Cost $36.19 Unrealized +1.5%
QCOM Qualcomm Inc 0.0%
Value ($000) $4 Shares 60 Est. Cost $45.80 Unrealized +57.1%
PSA Public Storage Inc 0.0%
Value ($000) $4 Shares 20 Est. Cost $166.60 Unrealized 0.0%
HP Helmerich & Payne Inc 0.0%
Value ($000) $3 Shares 200 Est. Cost $65.43 Unrealized -46.2%
ROKU Roku Inc Cl A Corp 0.0%
Value ($000) $3 Shares 40 Est. Cost $80.28 Unrealized +43.4%
ADI Analog Devices Inc 0.0%
Value ($000) $3 Shares 35 Est. Cost $67.51 Unrealized +45.7%
BIIB Biogen Idec Inc 0.0%
Value ($000) $3 Shares 10 Est. Cost $230.90 Unrealized +31.4%
MCHP Microchip Technology Inc 0.0%
Value ($000) $3 Shares 43 Est. Cost $31.68 Unrealized +32.6%
Tortoise Energy Infrastructure Corp CEF 0.0%
Value ($000) $3 Shares 1,300 Est. Cost $26.86 Unrealized
IWN iShares Russell 2000 Value ETF 0.0%
Value ($000) $3 Shares 31 Est. Cost $112.84 Unrealized
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $3 Shares 337 Est. Cost $9.70 Unrealized -4.1%
PSI Invesco Dynamic Semiconductors ETF 0.0%
Value ($000) $2 Shares 41 Est. Cost $43.89 Unrealized
Twitter Inc 0.0%
Value ($000) $2 Shares 100 Est. Cost $30.00 Unrealized
TRGP Targa Resources Corp COMMON 0.0%
Value ($000) $2 Shares 345 Est. Cost $38.06 Unrealized -31.4%
BP BP PLC ADR - F 0.0%
Value ($000) $2 Shares 97 Est. Cost $20.62 Unrealized
WPX Energy Inc. 0.0%
Value ($000) $2 Shares 800 Est. Cost $2.50 Unrealized
YUM Yum Brands Inc 0.0%
Value ($000) $2 Shares 35 Est. Cost $83.46 Unrealized +0.1%
F Ford Motor Company New 0.0%
Value ($000) $2 Shares 515 Est. Cost $8.27 Unrealized -31.6%
ALC Alcon Ag CORP COMMON 0.0%
Value ($000) $2 Shares 40 Est. Cost $56.67 Unrealized 0.0%
CFFN Capitol Federal Finl Inc. 0.0%
Value ($000) $2 Shares 182 Est. Cost $7.49 Unrealized +15.6%
KTB Kontoor Brands Inc Corp 0.0%
Value ($000) $1 Shares 33 Est. Cost $32.45 Unrealized +9.9%
CC Chemours Common 0.0%
Value ($000) $1 Shares 56 Est. Cost $17.41 Unrealized -34.4%
Perspecta INC CORP COMMON 0.0%
Value ($000) $1 Shares 7 Est. Cost $25.97 Unrealized
BYND Beyond Meat 0.0%
Value ($000) $1 Shares 10 Est. Cost $164.67 Unrealized -41.0%
PENN Penn National Gaming INC CORP COMMON 0.0%
Value ($000) $1 Shares 58 Est. Cost $25.13 Unrealized 0.0%
Corbus Pharmaceuticals 0.0%
Value ($000) $1 Shares 99 Est. Cost $10.10 Unrealized
Micro Focus Int'l PLC ADR 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
MPC Marathon Pete Corp 0.0%
Value ($000) $1 Shares 5 Est. Cost $60.02 Unrealized -36.1%
MAC Macerich Co 0.0%
Value ($000) $1 Shares 230 Est. Cost $34.78 Unrealized
Frontier Communications Corp New 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
MO Altria Group Inc 0.0%
Value ($000) $1 Shares 30 Est. Cost $30.16 Unrealized -8.6%
Rockwell Medical INC CORP COMMON 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.00 Unrealized
YUMC Yum China Hldgs Inc 0.0%
Value ($000) $1 Shares 35 Est. Cost $39.39 Unrealized +13.2%
ZNOG Zion Oil & Gas Inc Common 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.68 Unrealized -86.1%
Arconic Inc Common 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.30 Unrealized
AA Alcoa Corp Common 0.0%
Value ($000) $1 Shares 11 Est. Cost $25.90 Unrealized -49.4%
Zix Corp 0.0%
Value ($000) $1 Shares 167 Est. Cost $5.99 Unrealized
DXC DXC Technology Common 0.0%
Value ($000) $1 Shares 14 Est. Cost $64.96 Unrealized -60.0%
Aurora Cannabis INC 0.0%
Value ($000) $1 Shares 310 Est. Cost $3.23 Unrealized
Amarin Corporation Plc ADR 0.0%
Value ($000) $1 Shares 130 Est. Cost $23.08 Unrealized
SKY Skyline Corp 0.0%
Value ($000) $1 Shares 55 Est. Cost $11.00 Unrealized +142.7%
WMB Williams Companies 0.0%
Value ($000) $1 Shares 78 Est. Cost $19.23 Unrealized -27.3%
Virtus Total Return Fund Inc CF 0.0%
Value ($000) $1 Shares 208 Est. Cost $9.62 Unrealized