Valeo Financial Advisors, LLC Diversified Active

CIK: 0001722641 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 17, 2023

Total Value ($000): $2,076,398 (100.0% shares, 0.0% debt)

Holdings (639)

SPY SPDR S&P 500 ETF 17.6%
Value ($000) $364,514 Shares 963,453 Est. Cost $298.57 Unrealized
IJR ISHARES S&P SMALLCAP 600 ETF 6.7%
Value ($000) $139,166 Shares 1,561,141 Est. Cost $82.98 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 5.1%
Value ($000) $104,993 Shares 749,923 Est. Cost $131.71 Unrealized
AAPL APPLE INC 4.9%
Value ($000) $101,633 Shares 660,152 Est. Cost $118.86 Unrealized +22.4%
VCSH VANGUARD SHORT TERM CORP BOND FD ETF 4.3%
Value ($000) $88,556 Shares 1,506,856 Est. Cost $64.71 Unrealized
IVV ISHARES S&P 500 INDEX 3.3%
Value ($000) $68,125 Shares 165,723 Est. Cost $370.14 Unrealized
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 2.6%
Value ($000) $53,713 Shares 895,813 Est. Cost $51.07 Unrealized
MSFT MICROSOFT 2.6%
Value ($000) $53,713 Shares 216,896 Est. Cost $185.39 Unrealized +34.6%
EFA ISHARES MSCI EAFE ETF 2.1%
Value ($000) $42,889 Shares 599,678 Est. Cost $65.02 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.7%
Value ($000) $36,331 Shares 274,567 Est. Cost $237.07 Unrealized +30.0%
AMZN AMAZON.COM INC 1.5%
Value ($000) $31,182 Shares 301,886 Est. Cost $118.81 Unrealized -18.7%
VWO VANGUARD FTSE EMERGING MARKETS ETF 1.5%
Value ($000) $30,660 Shares 758,907 Est. Cost $42.24 Unrealized
LLY LILLY ELI & CO COM 1.2%
Value ($000) $25,451 Shares 74,111 Est. Cost $160.76 Unrealized +105.2%
IWM ISHARES RUSSELL 2000 ETF 1.1%
Value ($000) $22,895 Shares 128,338 Est. Cost $175.35 Unrealized
GOOGL GOOGLE INC 1.0%
Value ($000) $21,385 Shares 206,156 Est. Cost $104.90 Unrealized -9.2%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.0%
Value ($000) $21,184 Shares 468,984 Est. Cost $41.94 Unrealized
IEFA ISHARES CORE MSCI EAFE 1.0%
Value ($000) $19,967 Shares 307,479 Est. Cost $57.98 Unrealized
JPM JPMORGAN CHASE & CO COM 0.9%
Value ($000) $18,707 Shares 167,882 Est. Cost $97.77 Unrealized +31.1%
VOO VANGUARD S&P 500 ETF 0.8%
Value ($000) $15,925 Shares 42,345 Est. Cost $346.95 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.7%
Value ($000) $14,521 Shares 179,758 Est. Cost $101.99 Unrealized -6.0%
JNJ JOHNSON & JOHNSON COM 0.7%
Value ($000) $14,047 Shares 118,827 Est. Cost $125.74 Unrealized +17.6%
V VISA INC 0.6%
Value ($000) $13,084 Shares 58,033 Est. Cost $181.05 Unrealized +20.3%
PG PROCTER AND GAMBLE CO COM 0.6%
Value ($000) $12,217 Shares 82,161 Est. Cost $90.86 Unrealized +46.6%
TSLA TESLA MOTORS INC 0.6%
Value ($000) $12,129 Shares 58,463 Est. Cost $209.31 Unrealized -16.7%
NVDA NVIDIA CORP 0.6%
Value ($000) $11,984 Shares 43,143 Est. Cost $20.59 Unrealized +5.0%
PEP PEPSICO INC COM 0.5%
Value ($000) $9,801 Shares 81,156 Est. Cost $113.85 Unrealized +39.4%
XOM EXXON MOBIL CORP COM 0.4%
Value ($000) $8,813 Shares 96,891 Est. Cost $56.14 Unrealized +78.4%
DIS DISNEY WALT CO COM 0.4%
Value ($000) $8,703 Shares 117,243 Est. Cost $129.50 Unrealized -23.9%
PFE PFIZER INC COM 0.4%
Value ($000) $8,641 Shares 211,794 Est. Cost $28.07 Unrealized +30.2%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.4%
Value ($000) $8,580 Shares 227,153 Est. Cost $32.44 Unrealized
QQQ POWERSHARES QQQ TR 0.4%
Value ($000) $8,568 Shares 49,490 Est. Cost $194.32 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.4%
Value ($000) $8,558 Shares 56,204 Est. Cost $136.34 Unrealized
PARAGON 28 INC COM 0.4%
Value ($000) $8,542 Shares 500,430 Est. Cost $16.47 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.4%
Value ($000) $8,207 Shares 215,521 Est. Cost $43.83 Unrealized
HD HOME DEPOT 0.4%
Value ($000) $8,060 Shares 27,310 Est. Cost $249.46 Unrealized +14.1%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.4%
Value ($000) $8,053 Shares 32,959 Est. Cost $141.23 Unrealized
ORCL ORACLE CORPORATION 0.4%
Value ($000) $7,681 Shares 82,661 Est. Cost $53.43 Unrealized +58.7%
MA MASTERCARD INC 0.4%
Value ($000) $7,567 Shares 20,823 Est. Cost $277.07 Unrealized +29.0%
MRK MERCK & CO INC 0.4%
Value ($000) $7,493 Shares 89,199 Est. Cost $65.70 Unrealized +50.2%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $7,482 Shares 15,827 Est. Cost $329.81 Unrealized +31.4%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.4%
Value ($000) $7,457 Shares 103,473 Est. Cost $70.77 Unrealized +30.4%
MBIN MERCHANTS BANCORP IND COM 0.3%
Value ($000) $7,005 Shares 269,013 Est. Cost $24.90 Unrealized +7.9%
BA BOEING CO COM 0.3%
Value ($000) $6,757 Shares 60,599 Est. Cost $213.33 Unrealized -2.6%
META META PLATFORMS INC CL A 0.3%
Value ($000) $6,582 Shares 70,337 Est. Cost $263.23 Unrealized -35.8%
MCD MCDONALDS CORP COM 0.3%
Value ($000) $6,555 Shares 23,444 Est. Cost $177.93 Unrealized +40.8%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.3%
Value ($000) $6,518 Shares 14 Est. Cost $286738.97 Unrealized +62.8%
COST COSTCO WHOLESALE CORP 0.3%
Value ($000) $6,482 Shares 13,045 Est. Cost $425.62 Unrealized +10.7%
ABBV ABBVIE INC COM 0.3%
Value ($000) $6,369 Shares 74,647 Est. Cost $79.71 Unrealized +73.3%
WMT WALMART INC COM 0.3%
Value ($000) $6,275 Shares 42,558 Est. Cost $33.54 Unrealized +36.5%
UNH UNITEDHEALTH GROUP 0.3%
Value ($000) $6,148 Shares 13,010 Est. Cost $382.94 Unrealized +19.4%
CAT CATERPILLAR INC COM 0.3%
Value ($000) $6,136 Shares 26,814 Est. Cost $194.34 Unrealized +18.7%
KO COCA COLA CO COM 0.3%
Value ($000) $6,003 Shares 125,649 Est. Cost $43.12 Unrealized +28.5%
CVX CHEVRON CORP NEW COM 0.3%
Value ($000) $5,945 Shares 54,595 Est. Cost $99.23 Unrealized +49.6%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value ($000) $5,937 Shares 29,089 Est. Cost $183.45 Unrealized
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $5,684 Shares 146,155 Est. Cost $35.27 Unrealized -7.3%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.3%
Value ($000) $5,659 Shares 111,707 Est. Cost $52.03 Unrealized
BAC BANK AMERICA CORP COM 0.3%
Value ($000) $5,626 Shares 196,731 Est. Cost $27.07 Unrealized +13.0%
CRM SALESFORCE COM 0.3%
Value ($000) $5,594 Shares 74,222 Est. Cost $215.77 Unrealized -22.7%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $5,229 Shares 26,957 Est. Cost $101.22 Unrealized +56.2%
IWB ISHARES TR RUSSELL 1000 INDEX ETF 0.2%
Value ($000) $5,186 Shares 23,026 Est. Cost $157.22 Unrealized
NKE NIKE INC CLASS B 0.2%
Value ($000) $4,919 Shares 40,106 Est. Cost $103.67 Unrealized +12.6%
AMGN AMGEN INC 0.2%
Value ($000) $4,890 Shares 42,596 Est. Cost $185.65 Unrealized +20.7%
ZBH ZIMMER HLDGS INC 0.2%
Value ($000) $4,825 Shares 37,347 Est. Cost $118.94 Unrealized +2.8%
CSCO CISCO SYS INC 0.2%
Value ($000) $4,760 Shares 91,062 Est. Cost $37.41 Unrealized +19.9%
ONB OLD NATL BANCORP IND 0.2%
Value ($000) $4,564 Shares 316,475 Est. Cost $17.02 Unrealized -0.5%
CVS CVS HEALTH CORP COM 0.2%
Value ($000) $4,475 Shares 60,213 Est. Cost $57.82 Unrealized +30.0%
FMBH FIRST MID ILL BANCSHARES INC COM 0.2%
Value ($000) $4,464 Shares 163,979 Est. Cost $28.65 Unrealized -2.5%
SBUX STARBUCKS CORP 0.2%
Value ($000) $4,404 Shares 72,753 Est. Cost $77.64 Unrealized +25.0%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $4,390 Shares 45,141 Est. Cost $70.88 Unrealized +22.7%
SUN SUNOCO LP 0.2%
Value ($000) $4,373 Shares 99,644 Est. Cost $43.89 Unrealized
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.2%
Value ($000) $4,327 Shares 146,835 Est. Cost $28.60 Unrealized
VTV VANGUARD VALUE ETF 0.2%
Value ($000) $4,137 Shares 70,171 Est. Cost $88.42 Unrealized
TGT TARGET CORP COM 0.2%
Value ($000) $4,000 Shares 24,152 Est. Cost $118.87 Unrealized +25.0%
T AT&T INC COM 0.2%
Value ($000) $3,998 Shares 214,420 Est. Cost $15.46 Unrealized +5.8%
IEMG ISHARES CORE MSCI EMERGING MKTS 0.2%
Value ($000) $3,903 Shares 80,002 Est. Cost $45.68 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.2%
Value ($000) $3,865 Shares 31,825 Est. Cost $207.08 Unrealized +1.9%
DE DEERE & CO COM 0.2%
Value ($000) $3,854 Shares 9,335 Est. Cost $214.14 Unrealized +85.4%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.2%
Value ($000) $3,844 Shares 42,498 Est. Cost $90.45 Unrealized
INTC INTEL CORP COM 0.2%
Value ($000) $3,758 Shares 115,040 Est. Cost $40.73 Unrealized -32.4%
FDX FEDEX CORP 0.2%
Value ($000) $3,696 Shares 16,175 Est. Cost $186.92 Unrealized +2.0%
HON HONEYWELL INTL INC 0.2%
Value ($000) $3,660 Shares 19,153 Est. Cost $154.51 Unrealized +14.3%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.2%
Value ($000) $3,543 Shares 23,462 Est. Cost $103.36 Unrealized
HILLENBRAND INCORPORATED 0.2%
Value ($000) $3,486 Shares 73,338 Est. Cost $46.84 Unrealized
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.2%
Value ($000) $3,337 Shares 57,006 Est. Cost $61.08 Unrealized
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $3,309 Shares 120,693 Est. Cost $35.89 Unrealized -3.5%
F FORD MOTOR COMPANY 0.2%
Value ($000) $3,270 Shares 259,524 Est. Cost $10.22 Unrealized -0.2%
PLD PROLOGIS SHARE BENEFICIAL INT 0.2%
Value ($000) $3,216 Shares 25,775 Est. Cost $102.50 Unrealized +9.2%
C CITIGROUP INC 0.2%
Value ($000) $3,185 Shares 67,932 Est. Cost $52.74 Unrealized -16.0%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $3,155 Shares 28,491 Est. Cost $226.21 Unrealized +43.1%
KE KIMBALL ELECTRONICS INC COM 0.1%
Value ($000) $3,045 Shares 126,340 Est. Cost $17.95 Unrealized +35.8%
IJH ISHARES CORE S&P MID CAP ETF 0.1%
Value ($000) $2,951 Shares 11,798 Est. Cost $211.60 Unrealized
VNQ VANGUARD REIT INDEX ETF 0.1%
Value ($000) $2,929 Shares 35,272 Est. Cost $84.20 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $2,898 Shares 47,196 Est. Cost $122.90 Unrealized -5.3%
SYK STRYKER CORP 0.1%
Value ($000) $2,888 Shares 10,118 Est. Cost $226.62 Unrealized +13.7%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $2,879 Shares 60,873 Est. Cost $175.91 Unrealized -56.3%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.1%
Value ($000) $2,809 Shares 56,934 Est. Cost $59.40 Unrealized
SNOW SNOWFLAKE INC CL A 0.1%
Value ($000) $2,765 Shares 17,924 Est. Cost $206.07 Unrealized -28.9%
ABT ABBOTT LABS COM 0.1%
Value ($000) $2,673 Shares 26,396 Est. Cost $81.39 Unrealized +22.9%
CMI CUMMINS INC COM 0.1%
Value ($000) $2,654 Shares 11,111 Est. Cost $142.71 Unrealized +59.7%
AVGO BROADCOM INC COM 0.1%
Value ($000) $2,620 Shares 4,083 Est. Cost $48.47 Unrealized +18.8%
OXY OCCIDENTAL PETE CORP COM 0.1%
Value ($000) $2,605 Shares 41,732 Est. Cost $58.97 Unrealized +0.3%
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $2,556 Shares 16,843 Est. Cost $131.84 Unrealized
DHR DANAHER CORP 0.1%
Value ($000) $2,543 Shares 10,091 Est. Cost $160.04 Unrealized +40.0%
SITIO ROYALTIES CORP CLASS A COM 0.1%
Value ($000) $2,516 Shares 111,308 Est. Cost $22.60 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P 0.1%
Value ($000) $2,488 Shares 96,048 Est. Cost $26.27 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $2,475 Shares 15,005 Est. Cost $110.57 Unrealized +44.7%
UNP UNION PAC CORP COM 0.1%
Value ($000) $2,402 Shares 11,936 Est. Cost $146.72 Unrealized +29.1%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $2,402 Shares 53,373 Est. Cost $50.37 Unrealized +22.1%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $2,398 Shares 24,857 Est. Cost $69.50 Unrealized +26.9%
NFLX NETFLIX COM INC 0.1%
Value ($000) $2,384 Shares 6,902 Est. Cost $33.59 Unrealized -1.5%
ELV ELEVANCE HEALTH INC COM 0.1%
Value ($000) $2,381 Shares 5,179 Est. Cost $292.03 Unrealized +55.9%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $2,284 Shares 69,976 Est. Cost $28.76 Unrealized
GIS GENERAL MLS INC COM 0.1%
Value ($000) $2,254 Shares 26,372 Est. Cost $42.08 Unrealized +71.0%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $2,198 Shares 31,519 Est. Cost $47.08 Unrealized +29.8%
XLF FINANCIAL SELECT SECTOR SPDR 0.1%
Value ($000) $2,157 Shares 67,099 Est. Cost $30.14 Unrealized
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $2,139 Shares 57,212 Est. Cost $42.11 Unrealized -3.9%
KMI KINDER MORGAN INC 0.1%
Value ($000) $2,138 Shares 122,108 Est. Cost $15.10 Unrealized +0.9%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $2,133 Shares 3,700 Est. Cost $486.77 Unrealized +14.8%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $2,127 Shares 1,245 Est. Cost $31.20 Unrealized +0.7%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $2,101 Shares 47,089 Est. Cost $34.16 Unrealized +6.2%
XLE ENERGY SELECT SECTOR SPDR 0.1%
Value ($000) $2,087 Shares 25,168 Est. Cost $69.56 Unrealized
DVY ISHARES DJ SELECT DIVIDEND 0.1%
Value ($000) $2,078 Shares 17,730 Est. Cost $98.33 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $2,075 Shares 20,911 Est. Cost $64.65 Unrealized +53.9%
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 0.1%
Value ($000) $2,068 Shares 42,751 Est. Cost $64.99 Unrealized
SCHW CHARLES SCHWAB CORP 0.1%
Value ($000) $2,055 Shares 39,230 Est. Cost $68.82 Unrealized +2.0%
IBM INTL BUSINESS MACHINES 0.1%
Value ($000) $2,034 Shares 15,515 Est. Cost $109.11 Unrealized +10.7%
ET ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP 0.1%
Value ($000) $2,028 Shares 162,666 Est. Cost $11.38 Unrealized
PIONEER NATURAL RESOURCES CO 0.1%
Value ($000) $1,981 Shares 9,699 Est. Cost $209.93 Unrealized
BLACKROCK INC 0.1%
Value ($000) $1,959 Shares 2,927 Est. Cost $597.45 Unrealized
FNDX SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF 0.1%
Value ($000) $1,939 Shares 35,298 Est. Cost $41.40 Unrealized
SHEL ROYAL DUTCH SHELL PLC-ADR 0.1%
Value ($000) $1,937 Shares 44,151 Est. Cost $49.65 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 0.1%
Value ($000) $1,912 Shares 35,759 Est. Cost $55.95 Unrealized
EQIX EQUINIX INC COM 0.1%
Value ($000) $1,867 Shares 2,589 Est. Cost $743.36 Unrealized -10.9%
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $1,867 Shares 29,216 Est. Cost $84.45 Unrealized
AGG ISHARES AGGREGATE BOND ETF 0.1%
Value ($000) $1,854 Shares 18,603 Est. Cost $102.45 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $1,848 Shares 13,769 Est. Cost $109.27 Unrealized +6.4%
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $1,839 Shares 19,238 Est. Cost $61.17 Unrealized +7.7%
LABORATORY CORP OF AMERICA 0.1%
Value ($000) $1,822 Shares 7,944 Est. Cost $77.04 Unrealized
CBS CORP CL B 0.1%
Value ($000) $1,812 Shares 81,203 Est. Cost $30.17 Unrealized
D DOMINION RESOURCES INC 0.1%
Value ($000) $1,784 Shares 31,915 Est. Cost $57.99 Unrealized -12.8%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $1,757 Shares 21,796 Est. Cost $82.69 Unrealized -9.9%
SPDR S&P 600 SMALL CAP ETF 0.1%
Value ($000) $1,749 Shares 20,813 Est. Cost $72.95 Unrealized
ITOT ISHARES TR S&P 1500 INDEX FD 0.1%
Value ($000) $1,734 Shares 19,152 Est. Cost $80.59 Unrealized
LEG LEGGETT & PLATT INC COM 0.1%
Value ($000) $1,709 Shares 53,604 Est. Cost $37.62 Unrealized -10.5%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $1,691 Shares 30,636 Est. Cost $53.13 Unrealized
HDV ISHARES TR HIGH DIVID EQUITY FD 0.1%
Value ($000) $1,689 Shares 161,113 Est. Cost $18.36 Unrealized
VRTX VERTEX PHARMACEUTICALS IN 0.1%
Value ($000) $1,683 Shares 5,342 Est. Cost $242.50 Unrealized +23.7%
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.1%
Value ($000) $1,682 Shares 50,230 Est. Cost $31.61 Unrealized
FFBC FIRST FINANCIAL BANCORP INC OHIO 0.1%
Value ($000) $1,666 Shares 76,511 Est. Cost $21.37 Unrealized 0.0%
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $1,644 Shares 8,836 Est. Cost $135.97 Unrealized +18.7%
INSP INSPIRE MED SYS INC COM 0.1%
Value ($000) $1,609 Shares 6,875 Est. Cost $185.72 Unrealized +36.1%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $1,585 Shares 7,121 Est. Cost $158.27 Unrealized +33.6%
LOW LOWES COS INC COM 0.1%
Value ($000) $1,577 Shares 7,887 Est. Cost $164.73 Unrealized +16.7%
VT VANGUARD TOTAL WORLD STOCK ETF 0.1%
Value ($000) $1,557 Shares 16,908 Est. Cost $84.68 Unrealized
XLY CONSUMER DISCRETIONARY SEL SECTOR SPDR FD 0.1%
Value ($000) $1,553 Shares 10,386 Est. Cost $133.00 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY 0.1%
Value ($000) $1,551 Shares 4,024 Est. Cost $347.03 Unrealized
DEO DIAGEO PLC 0.1%
Value ($000) $1,533 Shares 34,425 Est. Cost $50.31 Unrealized
LAM RESEARCH CORP 0.1%
Value ($000) $1,510 Shares 2,848 Est. Cost $534.59 Unrealized
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.1%
Value ($000) $1,488 Shares 21,282 Est. Cost $71.08 Unrealized
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $1,483 Shares 6,500 Est. Cost $153.53 Unrealized +41.8%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.1%
Value ($000) $1,479 Shares 10,639 Est. Cost $144.79 Unrealized
ADBE ADOBE SYS INC 0.1%
Value ($000) $1,470 Shares 3,814 Est. Cost $438.31 Unrealized -18.9%
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $1,455 Shares 37,628 Est. Cost $32.44 Unrealized +5.4%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $1,444 Shares 17,974 Est. Cost $103.90 Unrealized
CINF CINCINNATI FINL CORP COM 0.1%
Value ($000) $1,438 Shares 12,831 Est. Cost $63.43 Unrealized +66.2%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $1,433 Shares 14,618 Est. Cost $86.59 Unrealized -6.0%
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.1%
Value ($000) $1,429 Shares 17,125 Est. Cost $54.82 Unrealized +33.4%
SHOP SHOPIFY INC CL A 0.1%
Value ($000) $1,428 Shares 29,796 Est. Cost $45.54 Unrealized -3.4%
SLB SCHLUMBERGER LTD COM STK 0.1%
Value ($000) $1,425 Shares 29,015 Est. Cost $28.71 Unrealized +72.0%
USIG ISHARES CREDIT BOND ETF 0.1%
Value ($000) $1,424 Shares 28,114 Est. Cost $49.13 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $1,412 Shares 18,325 Est. Cost $68.54 Unrealized +3.1%
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $1,411 Shares 15,909 Est. Cost $83.25 Unrealized
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $1,409 Shares 8,636 Est. Cost $127.32 Unrealized +15.0%
ACN ACCENTURE PLC CLASS A 0.1%
Value ($000) $1,386 Shares 4,848 Est. Cost $254.59 Unrealized +2.7%
LIN LINDE PLC SHS 0.1%
Value ($000) $1,385 Shares 3,896 Est. Cost $322.30 Unrealized 0.0%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $1,384 Shares 4,014 Est. Cost $371.32 Unrealized -7.4%
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $1,383 Shares 26,626 Est. Cost $51.19 Unrealized
TBLL INVESCO TREASURY COLLATERAL ETF 0.1%
Value ($000) $1,380 Shares 13,073 Est. Cost $105.34 Unrealized
NVO NOVO-NORDISK A/S ADR ADR CMN 0.1%
Value ($000) $1,368 Shares 8,593 Est. Cost $132.97 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $1,364 Shares 15,537 Est. Cost $69.80 Unrealized +21.5%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $1,360 Shares 7,940 Est. Cost $140.08 Unrealized +14.3%
CI CIGNA CORP 0.1%
Value ($000) $1,344 Shares 5,261 Est. Cost $243.54 Unrealized +13.4%
CSX CSX CORP 0.1%
Value ($000) $1,340 Shares 44,746 Est. Cost $28.02 Unrealized +5.2%
BK OF AMERICA CORP 7.25 CNV PFD 0.1%
Value ($000) $1,327 Shares 93,437 Est. Cost $16.14 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 0.1%
Value ($000) $1,318 Shares 14,164 Est. Cost $90.90 Unrealized
GLD SPDR GOLD ETF 0.1%
Value ($000) $1,315 Shares 7,181 Est. Cost $145.77 Unrealized
IWN ISHARES RUSSELL 2000 VALUE 0.1%
Value ($000) $1,314 Shares 9,588 Est. Cost $87.52 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH INDEX 0.1%
Value ($000) $1,216 Shares 5,360 Est. Cost $190.39 Unrealized
NSC NORFOLK SOUTHERN CRP 0.1%
Value ($000) $1,210 Shares 5,708 Est. Cost $183.58 Unrealized +18.0%
SCHV SCHWAB US LARGE CAP VALUE ETF 0.1%
Value ($000) $1,160 Shares 17,687 Est. Cost $57.68 Unrealized
EFG ISHARES MSCI EAFE GROWTH INDEX ETF 0.1%
Value ($000) $1,159 Shares 12,369 Est. Cost $86.04 Unrealized
DVN DEVON ENERGY CORP 0.1%
Value ($000) $1,159 Shares 22,894 Est. Cost $50.48 Unrealized +0.2%
YUM YUM! BRANDS INC 0.1%
Value ($000) $1,126 Shares 8,522 Est. Cost $95.23 Unrealized +27.8%
PSX PHILLIPS 66 0.1%
Value ($000) $1,121 Shares 11,060 Est. Cost $62.94 Unrealized +45.6%
FRME FIRST MERCHANTS CORP 0.1%
Value ($000) $1,112 Shares 33,747 Est. Cost $35.28 Unrealized 0.0%
THFF TERRE HAUTE FIRST FINANCIAL 0.1%
Value ($000) $1,107 Shares 29,547 Est. Cost $34.06 Unrealized +12.8%
AZN ASTRAZENECA PLC- SPONS ADR 0.1%
Value ($000) $1,105 Shares 15,916 Est. Cost $63.56 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $1,091 Shares 13,925 Est. Cost $59.15 Unrealized +27.9%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $1,089 Shares 8,571 Est. Cost $136.81 Unrealized -1.6%
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $1,085 Shares 5,431 Est. Cost $80.55 Unrealized +5.2%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $1,057 Shares 2,289 Est. Cost $427.31 Unrealized +3.4%
BX BLACKSTONE GROUP LP 0.1%
Value ($000) $1,040 Shares 11,840 Est. Cost $53.53 Unrealized +51.6%
XLP CONSUMER STAPLES SELECT SECTOR SPDR 0.0%
Value ($000) $1,037 Shares 13,877 Est. Cost $61.05 Unrealized
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value ($000) $1,033 Shares 16,699 Est. Cost $76.43 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR 0.0%
Value ($000) $1,033 Shares 10,209 Est. Cost $90.03 Unrealized
ACWI ISHARES TR MSCI ACWIINDEX FD 0.0%
Value ($000) $1,033 Shares 11,331 Est. Cost $86.39 Unrealized
R1 RCM INC COM 0.0%
Value ($000) $1,020 Shares 67,991 Est. Cost $10.95 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $1,015 Shares 9,654 Est. Cost $117.26 Unrealized -27.6%
SPG SIMON PROPERTY GROUP INC 0.0%
Value ($000) $1,012 Shares 9,034 Est. Cost $104.86 Unrealized -2.8%
VB VANGUARD SMALL CAP ETF 0.0%
Value ($000) $1,008 Shares 5,317 Est. Cost $175.32 Unrealized
JNK SPDR HIGH YIELD BOND ETF 0.0%
Value ($000) $1,007 Shares 10,852 Est. Cost $92.82 Unrealized
KELLOGG CO COM 0.0%
Value ($000) $1,007 Shares 15,033 Est. Cost $49.38 Unrealized +15.9%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $1,004 Shares 1,475 Est. Cost $659.40 Unrealized
ISRG INTUITIVE SURGICAL, INC. 0.0%
Value ($000) $998 Shares 3,905 Est. Cost $215.31 Unrealized +14.4%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $988 Shares 2,714 Est. Cost $329.20 Unrealized -4.8%
TGTX TG THERAPEUTICS INC COM 0.0%
Value ($000) $982 Shares 65,300 Est. Cost $11.31 Unrealized +34.3%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $974 Shares 11,176 Est. Cost $78.37 Unrealized +5.4%
VDE VANGUARD ENERGY 0.0%
Value ($000) $965 Shares 8,444 Est. Cost $77.40 Unrealized
LEN LENNAR CORP CL A 0.0%
Value ($000) $961 Shares 9,140 Est. Cost $57.34 Unrealized +61.7%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $949 Shares 6,164 Est. Cost $130.28 Unrealized
SU SUNCOR ENERGY COM NPV ISIN CA8672291066 SEDOL 2861142EXCHANGED FOR ONE SHAR 0.0%
Value ($000) $940 Shares 30,269 Est. Cost $27.83 Unrealized +4.8%
DAL DELTA AIR LINES INC DEL CMN 0.0%
Value ($000) $937 Shares 26,833 Est. Cost $40.61 Unrealized -11.1%
EXPI EXP WORLD HLDGS INC COM 0.0%
Value ($000) $924 Shares 72,852 Est. Cost $22.26 Unrealized -43.0%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $907 Shares 3,159 Est. Cost $237.00 Unrealized +14.0%
MSBI MIDLAND STATES BANCORP INC COM 0.0%
Value ($000) $902 Shares 42,126 Est. Cost $19.95 Unrealized +4.7%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $897 Shares 26,315 Est. Cost $43.49 Unrealized -14.2%
EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF 0.0%
Value ($000) $895 Shares 18,632 Est. Cost $48.06 Unrealized
SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF 0.0%
Value ($000) $892 Shares 37,082 Est. Cost $24.06 Unrealized
NMFC NEW MOUNTAIN FIN CORP 0.0%
Value ($000) $891 Shares 73,250 Est. Cost $8.15 Unrealized +8.4%
MPC MARATHON PETE CORP 0.0%
Value ($000) $889 Shares 6,590 Est. Cost $60.97 Unrealized +92.8%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $887 Shares 19,526 Est. Cost $39.12 Unrealized +14.4%
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $887 Shares 7,293 Est. Cost $149.35 Unrealized -12.4%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $884 Shares 25,392 Est. Cost $33.27 Unrealized
NXPI NXP SEMICONDUCTORS NV COM 0.0%
Value ($000) $879 Shares 4,716 Est. Cost $139.18 Unrealized +21.2%
DH DEFINITIVE HEALTHCARE CORP CLASS A COM 0.0%
Value ($000) $878 Shares 85,006 Est. Cost $12.86 Unrealized -8.4%
HSY HERSHEY CO COM 0.0%
Value ($000) $875 Shares 3,438 Est. Cost $106.85 Unrealized +103.2%
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $862 Shares 6,657 Est. Cost $125.12 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $861 Shares 653 Est. Cost $1233.32 Unrealized -7.8%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $837 Shares 8,192 Est. Cost $143.85 Unrealized
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $826 Shares 11,501 Est. Cost $71.84 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $822 Shares 4,936 Est. Cost $152.49 Unrealized +4.5%
DOW DOW INC COM 0.0%
Value ($000) $822 Shares 14,992 Est. Cost $43.34 Unrealized +9.1%
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 0.0%
Value ($000) $817 Shares 25,348 Est. Cost $32.74 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $813 Shares 10,821 Est. Cost $68.67 Unrealized +1.3%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $809 Shares 6,590 Est. Cost $98.52 Unrealized +13.6%
XCEM COLUMBIA EM CORE EX-CHINA ETF 0.0%
Value ($000) $808 Shares 29,858 Est. Cost $31.56 Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $806 Shares 16,014 Est. Cost $40.41 Unrealized +35.3%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $800 Shares 71,409 Est. Cost $10.88 Unrealized +11.7%
INTU INTUIT INC 0.0%
Value ($000) $798 Shares 1,789 Est. Cost $435.98 Unrealized -7.5%
AFL AFLAC INC COM 0.0%
Value ($000) $780 Shares 12,087 Est. Cost $44.55 Unrealized +44.3%
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value ($000) $779 Shares 20,497 Est. Cost $37.14 Unrealized
TOTAL SA ADR 0.0%
Value ($000) $776 Shares 13,148 Est. Cost $53.50 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $772 Shares 11,096 Est. Cost $45.71 Unrealized +32.7%
CB CHUBB LIMITED COM 0.0%
Value ($000) $765 Shares 3,939 Est. Cost $190.73 Unrealized +6.3%
VO VANGUARD MID CAP 0.0%
Value ($000) $761 Shares 31,723 Est. Cost $24.80 Unrealized
DIA SPDR DOW JONES INDUSTRIAL ETF 0.0%
Value ($000) $753 Shares 2,263 Est. Cost $316.60 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $747 Shares 12,891 Est. Cost $53.48 Unrealized +15.5%
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.0%
Value ($000) $745 Shares 21,905 Est. Cost $33.99 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $744 Shares 10,176 Est. Cost $71.68 Unrealized
KEY KEYCORP COM 0.0%
Value ($000) $735 Shares 58,667 Est. Cost $14.94 Unrealized -3.9%
CTAS CINTAS CORP 0.0%
Value ($000) $732 Shares 1,583 Est. Cost $69.07 Unrealized +55.6%
CALUMET SPCLTY PRDCTS PRTNRS 0.0%
Value ($000) $730 Shares 42,023 Est. Cost $4.22 Unrealized
WELLS FARGO CO NEW PERP PFD CNV A 0.0%
Value ($000) $729 Shares 81,922 Est. Cost $10.09 Unrealized
AON AON CORP 0.0%
Value ($000) $723 Shares 2,294 Est. Cost $245.11 Unrealized +23.7%
DFAS DIMENSIONAL U.S. SMALL CAP ETF 0.0%
Value ($000) $716 Shares 13,582 Est. Cost $56.04 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $714 Shares 22,525 Est. Cost $37.36 Unrealized -15.1%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $711 Shares 2,872 Est. Cost $217.19 Unrealized +6.9%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $711 Shares 49,611 Est. Cost $23.62 Unrealized +24.6%
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.0%
Value ($000) $711 Shares 10,904 Est. Cost $79.53 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $706 Shares 11,703 Est. Cost $50.66 Unrealized +16.7%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $701 Shares 8,370 Est. Cost $62.61 Unrealized +18.6%
VYM VANGUARD HIGH DIVIDEND YIELD 0.0%
Value ($000) $699 Shares 6,626 Est. Cost $100.84 Unrealized
FELE FRANKLIN ELEC INC COM 0.0%
Value ($000) $697 Shares 7,413 Est. Cost $79.77 Unrealized +9.6%
TRIN TRINITY CAP INC COM 0.0%
Value ($000) $694 Shares 54,497 Est. Cost $8.38 Unrealized 0.0%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $690 Shares 19,148 Est. Cost $40.76 Unrealized -5.2%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $678 Shares 8,177 Est. Cost $63.73 Unrealized +17.2%
AB ALLIANCEBERNSTEIN HOLDING LP 0.0%
Value ($000) $677 Shares 18,514 Est. Cost $36.56 Unrealized
DG DOLLAR GEN CORP 0.0%
Value ($000) $676 Shares 3,210 Est. Cost $222.89 Unrealized -4.8%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $668 Shares 2,742 Est. Cost $204.73 Unrealized +6.3%
GABC GERMAN AMERICAN BANCORP 0.0%
Value ($000) $668 Shares 20,005 Est. Cost $29.92 Unrealized +12.9%
ZTS ZOETIS INC COM CL A 0.0%
Value ($000) $661 Shares 3,972 Est. Cost $140.85 Unrealized +12.9%
FDN FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD 0.0%
Value ($000) $656 Shares 4,435 Est. Cost $140.96 Unrealized
HUBS HUBSPOT INC COM 0.0%
Value ($000) $640 Shares 1,492 Est. Cost $692.70 Unrealized -47.3%
SDY SPDR SER TR S&P DIVID ETF 0.0%
Value ($000) $636 Shares 5,140 Est. Cost $108.70 Unrealized
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $629 Shares 17,455 Est. Cost $32.52 Unrealized -0.0%
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $629 Shares 17,672 Est. Cost $40.42 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $628 Shares 12,548 Est. Cost $42.08 Unrealized +12.0%
RBCAA REPUBLIC BANCORP INC KY CL A 0.0%
Value ($000) $625 Shares 14,731 Est. Cost $48.95 Unrealized -11.9%
NVS NOVARTIS AG ADR 0.0%
Value ($000) $622 Shares 6,761 Est. Cost $88.10 Unrealized
ESS ESSEX PPTY TR REIT 0.0%
Value ($000) $616 Shares 2,947 Est. Cost $253.18 Unrealized -22.3%
EFV ISHARES MSCI EAFE VALUE INDEX ETF 0.0%
Value ($000) $613 Shares 12,625 Est. Cost $46.53 Unrealized
BWA BORG WARNER AUTOMOTIVE INC 0.0%
Value ($000) $610 Shares 12,430 Est. Cost $35.50 Unrealized +12.1%
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $607 Shares 1,365 Est. Cost $352.71 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $604 Shares 3,063 Est. Cost $152.87 Unrealized +11.6%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $603 Shares 4,862 Est. Cost $111.53 Unrealized
ANF ABERCROMBIE & FITCH CO CL A 0.0%
Value ($000) $600 Shares 21,615 Est. Cost $26.18 Unrealized +6.3%
GM GENERAL MOTORS CORP 0.0%
Value ($000) $598 Shares 16,292 Est. Cost $43.28 Unrealized -15.3%
NOW SERVICENOW INC COM 0.0%
Value ($000) $593 Shares 1,277 Est. Cost $81.35 Unrealized +7.1%
FTNT FORTINET INC COM 0.0%
Value ($000) $591 Shares 8,896 Est. Cost $57.36 Unrealized -0.9%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $587 Shares 221 Est. Cost $2011.14 Unrealized +19.0%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $586 Shares 15,613 Est. Cost $28.03 Unrealized +14.0%
SONY SONY GROUP CORPORATION SPONSORED ADR 0.0%
Value ($000) $585 Shares 6,451 Est. Cost $80.68 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $583 Shares 3,401 Est. Cost $132.01 Unrealized +30.3%
REAVES UTIL INCOME FD COM SH BEN INT 0.0%
Value ($000) $582 Shares 20,518 Est. Cost $33.65 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $581 Shares 9,167 Est. Cost $52.52 Unrealized +14.9%
SHY ISHARES 1-3 YR TREASURY BOND ETF 0.0%
Value ($000) $571 Shares 6,952 Est. Cost $82.16 Unrealized
SJNK SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $571 Shares 22,975 Est. Cost $25.85 Unrealized
DFUS DIMENSIONAL U.S. EQUITY ETF 0.0%
Value ($000) $569 Shares 12,817 Est. Cost $47.12 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $561 Shares 2,877 Est. Cost $194.31 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $560 Shares 2,490 Est. Cost $223.72 Unrealized -0.3%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $559 Shares 12,220 Est. Cost $28.58 Unrealized +50.8%
IYR ISHARES US REAL ESTATE ETF 0.0%
Value ($000) $557 Shares 6,560 Est. Cost $81.45 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $550 Shares 7,666 Est. Cost $27.13 Unrealized +5.7%
MCO MOODYS CORP 0.0%
Value ($000) $549 Shares 1,794 Est. Cost $242.63 Unrealized +21.6%
SCHA SCHWAB ETFS- US SMALL-CAP ETF 0.0%
Value ($000) $542 Shares 12,934 Est. Cost $63.45 Unrealized
CEF CENTRAL FUND OF CANADA LTD 0.0%
Value ($000) $541 Shares 28,591 Est. Cost $15.81 Unrealized
KR KROGER CO COM 0.0%
Value ($000) $539 Shares 10,918 Est. Cost $33.26 Unrealized +28.9%
NEM NEWMONT CORP COM 0.0%
Value ($000) $538 Shares 10,969 Est. Cost $41.51 Unrealized +8.0%
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $537 Shares 1,752 Est. Cost $282.11 Unrealized +11.5%
MRNA MODERNA INC COM 0.0%
Value ($000) $537 Shares 3,495 Est. Cost $132.71 Unrealized +24.3%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $534 Shares 5,550 Est. Cost $96.73 Unrealized +3.1%
ESGV VANGUARD ESG U.S. STOCK ETF 0.0%
Value ($000) $531 Shares 7,412 Est. Cost $59.43 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $529 Shares 5,818 Est. Cost $74.51 Unrealized +10.1%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $528 Shares 2,693 Est. Cost $203.96 Unrealized -5.8%
IDXX IDEXX LABS INC 0.0%
Value ($000) $527 Shares 1,053 Est. Cost $356.17 Unrealized +34.4%
MU MICRON TECHNOLOGY 0.0%
Value ($000) $521 Shares 8,640 Est. Cost $55.91 Unrealized +3.3%
WBD DISCOVERY HLDG CO 0.0%
Value ($000) $520 Shares 35,689 Est. Cost $17.10 Unrealized -16.8%
IWS ISHARES RUSSELL MIDCAP VALUE INDEX 0.0%
Value ($000) $513 Shares 4,830 Est. Cost $96.94 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $512 Shares 6,246 Est. Cost $71.08 Unrealized 0.0%
R RYDER SYS INC COM 0.0%
Value ($000) $512 Shares 5,734 Est. Cost $77.31 Unrealized +19.1%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $511 Shares 10,224 Est. Cost $50.00 Unrealized
BTI BRITISH AMERICAN TOBACCO 0.0%
Value ($000) $508 Shares 14,452 Est. Cost $37.44 Unrealized
FCX FREEPORT MCMORAN COPPER 0.0%
Value ($000) $507 Shares 12,404 Est. Cost $35.21 Unrealized +13.6%
EOG EOG RESOURCES INC 0.0%
Value ($000) $507 Shares 4,426 Est. Cost $114.85 Unrealized -4.8%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $507 Shares 15,582 Est. Cost $43.10 Unrealized -26.1%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $506 Shares 3,738 Est. Cost $128.72 Unrealized -4.4%
GUGGENHEIM STRATEGIC OPPORTUN COM SBI 0.0%
Value ($000) $505 Shares 31,239 Est. Cost $19.14 Unrealized
REGN REGENERON PHARMACEUTICALS INC 0.0%
Value ($000) $505 Shares 614 Est. Cost $737.98 Unrealized +1.6%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $500 Shares 8,622 Est. Cost $52.98 Unrealized
LYB LYONDELLBASELL 0.0%
Value ($000) $500 Shares 5,321 Est. Cost $71.84 Unrealized +6.2%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $498 Shares 3,479 Est. Cost $119.30 Unrealized +5.6%
ORLY O REILLY AUTOMOTIVE INC 0.0%
Value ($000) $497 Shares 586 Est. Cost $54.06 Unrealized +1.4%
HUM HUMANA INC COM 0.0%
Value ($000) $494 Shares 1,017 Est. Cost $499.23 Unrealized -4.2%
ROM PROSHARES ULTRA TECHNOLOGY 0.0%
Value ($000) $492 Shares 14,160 Est. Cost $72.11 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $487 Shares 4,306 Est. Cost $94.35 Unrealized +17.9%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $483 Shares 26,031 Est. Cost $18.88 Unrealized +0.9%
HYS PIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX FD 0.0%
Value ($000) $482 Shares 5,275 Est. Cost $93.81 Unrealized
SLV ISHARES SILVER TRUST ETF 0.0%
Value ($000) $482 Shares 21,780 Est. Cost $22.56 Unrealized
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $481 Shares 7,488 Est. Cost $62.55 Unrealized -2.3%
VCIT VANGUARD INTERMEDIATE TERM CORP BOND FD ETF 0.0%
Value ($000) $481 Shares 5,994 Est. Cost $92.17 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $477 Shares 3,638 Est. Cost $132.57 Unrealized
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $467 Shares 8,501 Est. Cost $40.14 Unrealized +19.5%
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value ($000) $467 Shares 6,323 Est. Cost $72.08 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $463 Shares 1,305 Est. Cost $316.82 Unrealized +8.8%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $461 Shares 2,758 Est. Cost $126.30 Unrealized +22.7%
GLW CORNING INC COM 0.0%
Value ($000) $458 Shares 12,988 Est. Cost $31.44 Unrealized +2.1%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $449 Shares 7,250 Est. Cost $58.01 Unrealized
MIST MILESTONE PHARMACEUTICALS INC COM 0.0%
Value ($000) $448 Shares 113,699 Est. Cost $6.80 Unrealized -46.3%
CPA COPA HOLDINGS SA CL A 0.0%
Value ($000) $448 Shares 4,847 Est. Cost $64.33 Unrealized +19.9%
LPX LOUISIANA PACIFIC 0.0%
Value ($000) $448 Shares 8,255 Est. Cost $59.71 Unrealized +2.5%
CCI CROWN CASTLE INTL CORP 0.0%
Value ($000) $443 Shares 3,307 Est. Cost $117.52 Unrealized 0.0%
SYY SYSCO CORP COM 0.0%
Value ($000) $442 Shares 5,729 Est. Cost $64.35 Unrealized +9.8%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $433 Shares 6,836 Est. Cost $62.42 Unrealized
RIO RIO TINTO PLC SPON ADR 0.0%
Value ($000) $424 Shares 6,175 Est. Cost $69.85 Unrealized
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $423 Shares 9,358 Est. Cost $73.88 Unrealized -34.3%
NLY ANNALY CAPITAL MANAGEMENT INC 0.0%
Value ($000) $420 Shares 21,967 Est. Cost $19.11 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $419 Shares 1,894 Est. Cost $235.72 Unrealized 0.0%
HBNC HORIZON BANCORP INC COM 0.0%
Value ($000) $418 Shares 37,792 Est. Cost $14.37 Unrealized 0.0%
WPC WP CAREY INC COM 0.0%
Value ($000) $417 Shares 5,386 Est. Cost $81.99 Unrealized
PALL ABRDN PHYSICAL PALLADIUM SHARES ETF 0.0%
Value ($000) $412 Shares 3,050 Est. Cost $165.11 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $412 Shares 5,999 Est. Cost $108.13 Unrealized -30.8%
CVRX CVRX INC COM 0.0%
Value ($000) $410 Shares 44,000 Est. Cost $13.23 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $406 Shares 1,383 Est. Cost $243.10 Unrealized +11.3%
ALL ALLSTATE CORP 0.0%
Value ($000) $404 Shares 3,650 Est. Cost $118.59 Unrealized -0.4%
MCK MCKESSON CORP 0.0%
Value ($000) $404 Shares 1,135 Est. Cost $366.92 Unrealized -2.9%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $404 Shares 2,031 Est. Cost $204.37 Unrealized +4.6%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $402 Shares 1,965 Est. Cost $215.77 Unrealized -12.1%
ICE INTERCONTINENTAL EXCH INTL 0.0%
Value ($000) $401 Shares 3,842 Est. Cost $100.24 Unrealized 0.0%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $392 Shares 5,386 Est. Cost $67.16 Unrealized
NWBI NORTHWEST BANCSHARES INC MD COM 0.0%
Value ($000) $389 Shares 32,377 Est. Cost $7.04 Unrealized +57.2%
IAU ISHARES GOLD TRUST ETF 0.0%
Value ($000) $382 Shares 10,229 Est. Cost $33.94 Unrealized
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $380 Shares 19,640 Est. Cost $14.08 Unrealized +18.1%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $378 Shares 8,120 Est. Cost $53.08 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $377 Shares 12,609 Est. Cost $27.14 Unrealized 0.0%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $376 Shares 3,329 Est. Cost $116.48 Unrealized -14.6%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $373 Shares 4,422 Est. Cost $46.98 Unrealized +68.0%
WAL WESTERN ALLIANCE BANCORP COM 0.0%
Value ($000) $373 Shares 10,488 Est. Cost $56.86 Unrealized 0.0%
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $366 Shares 14,933 Est. Cost $22.77 Unrealized -3.1%
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $364 Shares 3,256 Est. Cost $103.69 Unrealized -2.0%
SE SEA LTD SPONSORD ADS 0.0%
Value ($000) $364 Shares 4,209 Est. Cost $53.32 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $364 Shares 6,740 Est. Cost $51.28 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $363 Shares 4,389 Est. Cost $77.62 Unrealized +1.3%
JCI JOHNSON CTLS INC 0.0%
Value ($000) $361 Shares 6,000 Est. Cost $58.83 Unrealized +3.2%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $361 Shares 2,281 Est. Cost $151.44 Unrealized -10.0%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $359 Shares 5,891 Est. Cost $70.64 Unrealized -24.7%
VV VANGUARD LARGE CAP 0.0%
Value ($000) $358 Shares 1,916 Est. Cost $185.31 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $357 Shares 2,310 Est. Cost $121.22 Unrealized +25.6%
FISV FISERV INC 0.0%
Value ($000) $354 Shares 3,134 Est. Cost $99.59 Unrealized +10.5%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $351 Shares 2,425 Est. Cost $137.03 Unrealized +2.1%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $351 Shares 2,516 Est. Cost $123.00 Unrealized 0.0%
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value ($000) $351 Shares 5,186 Est. Cost $63.74 Unrealized
CME CHICAGO MERCANTILE HLDGS INC 0.0%
Value ($000) $348 Shares 1,819 Est. Cost $169.67 Unrealized -4.5%
ACTIVISION INC 0.0%
Value ($000) $347 Shares 4,060 Est. Cost $78.38 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $346 Shares 1,597 Est. Cost $200.59 Unrealized
EL ESTEE LAUDER COMPANIES INC 0.0%
Value ($000) $345 Shares 1,402 Est. Cost $221.47 Unrealized +8.7%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $345 Shares 3,203 Est. Cost $48.10 Unrealized -0.7%
VOTE ENGINE NO. 1 TRANSFORM 500 ETF 0.0%
Value ($000) $344 Shares 7,235 Est. Cost $47.59 Unrealized
ESGE ISHARES ESG AWARE MSCI EM ETF 0.0%
Value ($000) $344 Shares 10,917 Est. Cost $30.54 Unrealized
IYW ISHARES DJ US TECHNOLOGY 0.0%
Value ($000) $342 Shares 3,684 Est. Cost $119.28 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $342 Shares 2,998 Est. Cost $67.73 Unrealized
TDC TERADATA CORP 0.0%
Value ($000) $341 Shares 8,475 Est. Cost $51.54 Unrealized -27.9%
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.0%
Value ($000) $338 Shares 3,710 Est. Cost $110.61 Unrealized
PRF POWERSHARES FTSE RAFI US 1000 0.0%
Value ($000) $337 Shares 2,151 Est. Cost $147.37 Unrealized
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $335 Shares 55,116 Est. Cost $13.32 Unrealized -54.5%
SGOL ETFS GOLD TRUST ETF 0.0%
Value ($000) $334 Shares 17,704 Est. Cost $14.89 Unrealized
MDY S & P MID CAP 400 DEP RCPTS MID CAP 0.0%
Value ($000) $334 Shares 728 Est. Cost $416.83 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $332 Shares 987 Est. Cost $320.08 Unrealized 0.0%
HSBC HSBC HOLDINGS PLC SPONS ADR 0.0%
Value ($000) $330 Shares 9,657 Est. Cost $34.13 Unrealized
SCZ ISHARES MSCI EAFE SMALL CAP ETF 0.0%
Value ($000) $329 Shares 5,527 Est. Cost $68.25 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $327 Shares 11,895 Est. Cost $27.49 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $327 Shares 2,853 Est. Cost $106.18 Unrealized -1.8%
BIIB BIOGEN IDEC INC 0.0%
Value ($000) $324 Shares 1,166 Est. Cost $280.35 Unrealized -1.3%
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $322 Shares 1,917 Est. Cost $153.48 Unrealized 0.0%
CHIMERA INVT CORP COM NEW 0.0%
Value ($000) $322 Shares 57,065 Est. Cost $5.64 Unrealized
SCHE SCHWAB EMERGING MARKET EQ ETF 0.0%
Value ($000) $322 Shares 13,116 Est. Cost $27.67 Unrealized
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.0%
Value ($000) $321 Shares 1,298 Est. Cost $197.59 Unrealized
UBSI UNITED BANKSHARES INC W. VA 0.0%
Value ($000) $318 Shares 9,027 Est. Cost $36.19 Unrealized +8.4%
BALL BALL CORP COM 0.0%
Value ($000) $318 Shares 5,764 Est. Cost $83.35 Unrealized -36.0%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $318 Shares 888 Est. Cost $407.31 Unrealized -8.3%
SNY SANOFI SA 0.0%
Value ($000) $317 Shares 5,832 Est. Cost $48.91 Unrealized
FTV FORTIVE CORP COM 0.0%
Value ($000) $316 Shares 4,632 Est. Cost $48.04 Unrealized +3.4%
VMWARE INC CL A CLASS A 0.0%
Value ($000) $315 Shares 2,524 Est. Cost $115.65 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $315 Shares 1,320 Est. Cost $244.86 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $313 Shares 2,283 Est. Cost $115.66 Unrealized 0.0%
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $312 Shares 7,442 Est. Cost $62.10 Unrealized -24.5%
PCAR PACCAR INC COM 0.0%
Value ($000) $311 Shares 4,246 Est. Cost $59.94 Unrealized +7.0%
DHI D R HORTON INC 0.0%
Value ($000) $310 Shares 3,177 Est. Cost $92.76 Unrealized 0.0%
SRE SEMPRA ENERGY 0.0%
Value ($000) $309 Shares 2,043 Est. Cost $69.76 Unrealized 0.0%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $309 Shares 3,875 Est. Cost $82.82 Unrealized -10.2%
TM TOYOTA MOTOR CORP ADS 0.0%
Value ($000) $307 Shares 2,168 Est. Cost $177.53 Unrealized
KKR KKR & CO LP 0.0%
Value ($000) $304 Shares 5,788 Est. Cost $48.21 Unrealized +8.9%
MSCI MSCI INC COM 0.0%
Value ($000) $304 Shares 543 Est. Cost $459.85 Unrealized +11.2%
SAP SAP AKTIENGESELLSCHAFT ADR 0.0%
Value ($000) $303 Shares 2,393 Est. Cost $126.55 Unrealized
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $302 Shares 16,314 Est. Cost $9.82 Unrealized +23.8%
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $299 Shares 16,386 Est. Cost $12.68 Unrealized +13.0%
BIV VANGUARD INTERMEDIATE-TERM BOND 0.0%
Value ($000) $299 Shares 3,900 Est. Cost $89.31 Unrealized
DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF 0.0%
Value ($000) $298 Shares 12,938 Est. Cost $23.02 Unrealized
EWU ISHARES MSCI UNITED KINGDOM ETF 0.0%
Value ($000) $297 Shares 9,207 Est. Cost $33.41 Unrealized
MAGELLAN MIDSTREAM PARTNERS LP 0.0%
Value ($000) $296 Shares 5,446 Est. Cost $51.26 Unrealized
IVLU ISHARES MSCI INTL VALUE FACTOR ETF 0.0%
Value ($000) $295 Shares 11,916 Est. Cost $23.17 Unrealized
RYLD GLOBAL X RUSSELL 2000 COVERED CALL ETF 0.0%
Value ($000) $293 Shares 16,325 Est. Cost $17.96 Unrealized
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $292 Shares 1,106 Est. Cost $248.02 Unrealized 0.0%
MARATHON OIL CORP COM 0.0%
Value ($000) $290 Shares 12,110 Est. Cost $16.68 Unrealized
GKOS GLAUKOS CORP COM 0.0%
Value ($000) $289 Shares 5,770 Est. Cost $45.57 Unrealized +6.5%
VTWO VANGUARD RUSSELL 2000 ETF 0.0%
Value ($000) $286 Shares 3,972 Est. Cost $131.08 Unrealized
ULTA ULTA SALON COSMETICS & FRAGRANCE INC COM 0.0%
Value ($000) $285 Shares 522 Est. Cost $431.23 Unrealized +19.0%
ATEC ALPHATEC HLDGS INC COM NEW 0.0%
Value ($000) $283 Shares 18,125 Est. Cost $6.15 Unrealized +129.8%
CHDN CHURCHILL DOWNS INC COM 0.0%
Value ($000) $280 Shares 1,088 Est. Cost $116.05 Unrealized +2.9%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $279 Shares 3,776 Est. Cost $71.84 Unrealized
APTIV PLC SHS 0.0%
Value ($000) $277 Shares 2,473 Est. Cost $112.19 Unrealized
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $277 Shares 3,289 Est. Cost $76.55 Unrealized 0.0%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $277 Shares 1,431 Est. Cost $148.75 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $276 Shares 6,227 Est. Cost $38.98 Unrealized +11.1%
PHYSICIANS RLTY TR COM 0.0%
Value ($000) $276 Shares 18,500 Est. Cost $17.53 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.0%
Value ($000) $276 Shares 2,135 Est. Cost $130.78 Unrealized
UI UBIQUITI INC COM 0.0%
Value ($000) $273 Shares 1,005 Est. Cost $129.55 Unrealized +113.5%
FAST FASTENAL CO 0.0%
Value ($000) $272 Shares 5,050 Est. Cost $22.64 Unrealized +5.5%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $272 Shares 1,295 Est. Cost $189.14 Unrealized 0.0%
CANADIAN PAC RAILWAYLTD 0.0%
Value ($000) $272 Shares 3,535 Est. Cost $73.31 Unrealized
WMS ADVANCED DRAIN SYS INC DEL COM 0.0%
Value ($000) $272 Shares 3,229 Est. Cost $99.79 Unrealized -13.1%
ACWX ISHARES MSCI ACWI EX US 0.0%
Value ($000) $272 Shares 5,570 Est. Cost $48.77 Unrealized
YETI YETI HLDGS INC COM 0.0%
Value ($000) $267 Shares 6,684 Est. Cost $38.26 Unrealized +7.9%
USD PROSHARES ULTRA SEMICONDUCTORS 0.0%
Value ($000) $267 Shares 9,240 Est. Cost $28.91 Unrealized
HEI HEICO CORP NEW COM 0.0%
Value ($000) $264 Shares 1,546 Est. Cost $155.70 Unrealized +8.1%
BMO BANK OF MONTREAL 0.0%
Value ($000) $264 Shares 2,959 Est. Cost $81.45 Unrealized +3.0%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $263 Shares 5,990 Est. Cost $53.00 Unrealized
NIO NIO INC SPON ADS 0.0%
Value ($000) $262 Shares 24,975 Est. Cost $16.39 Unrealized
BCE BCE INC COM NEW 0.0%
Value ($000) $262 Shares 5,854 Est. Cost $38.33 Unrealized -5.9%
MRVL MARVELL TECHNOLOGY GROUP LTD 0.0%
Value ($000) $262 Shares 6,043 Est. Cost $41.65 Unrealized 0.0%
EXC EXELON CORP COM 0.0%
Value ($000) $261 Shares 6,238 Est. Cost $37.40 Unrealized 0.0%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $261 Shares 8,251 Est. Cost $33.36 Unrealized +3.9%
UBS UBS AG NEW F 0.0%
Value ($000) $261 Shares 12,225 Est. Cost $20.86 Unrealized 0.0%
VERTEX ENERGY INC COM 0.0%
Value ($000) $260 Shares 26,361 Est. Cost $7.81 Unrealized
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $260 Shares 2,137 Est. Cost $59.26 Unrealized 0.0%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $258 Shares 1,184 Est. Cost $182.57 Unrealized 0.0%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $257 Shares 5,255 Est. Cost $49.34 Unrealized
IGV ISHARES S&P NORTH AMER TECH-SOFTWARE 0.0%
Value ($000) $257 Shares 842 Est. Cost $304.70 Unrealized
NGG NATIONAL GRID TRANSCO PLC 0.0%
Value ($000) $256 Shares 3,771 Est. Cost $67.98 Unrealized
VSGX VANGUARD ESG INTERNATIONAL STOCK ETF 0.0%
Value ($000) $256 Shares 4,886 Est. Cost $49.19 Unrealized
LOVE LOVESAC COMPANY COM 0.0%
Value ($000) $254 Shares 8,805 Est. Cost $22.48 Unrealized +17.4%
CNC CENTENE CORP DEL 0.0%
Value ($000) $254 Shares 4,021 Est. Cost $70.99 Unrealized 0.0%
SBAC SBA COMMUNICATIONS CP 0.0%
Value ($000) $254 Shares 972 Est. Cost $261.06 Unrealized 0.0%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $254 Shares 5,710 Est. Cost $41.55 Unrealized 0.0%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $249 Shares 5,210 Est. Cost $52.52 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $249 Shares 782 Est. Cost $302.16 Unrealized 0.0%
IJT ISHARES S&P SMALLCAP 600 GROWTH ETF 0.0%
Value ($000) $248 Shares 2,257 Est. Cost $139.07 Unrealized
SLYV SPDR SER TR DJ WILSHIRE SMALL CAP VALUE ETF 0.0%
Value ($000) $246 Shares 3,227 Est. Cost $50.13 Unrealized
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $246 Shares 616 Est. Cost $337.92 Unrealized +13.4%
PACWEST BANCORP DEL COM 0.0%
Value ($000) $243 Shares 25,000 Est. Cost $9.73 Unrealized
VIOO VANGUARD S&P SMALL-CAP 600 ETF 0.0%
Value ($000) $243 Shares 2,677 Est. Cost $131.10 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $243 Shares 7,026 Est. Cost $37.36 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $241 Shares 28,541 Est. Cost $18.48 Unrealized -57.6%
ECL ECOLAB INC COM 0.0%
Value ($000) $241 Shares 1,457 Est. Cost $150.99 Unrealized 0.0%
AXON TASER INTERNATIONAL INC 0.0%
Value ($000) $240 Shares 1,069 Est. Cost $198.81 Unrealized 0.0%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $238 Shares 6,244 Est. Cost $30.34 Unrealized +6.9%
XLB MATERIALS SELECT SECTOR SPDR 0.0%
Value ($000) $238 Shares 2,950 Est. Cost $80.66 Unrealized
PRFZ POWERSHARES FTSE RAFI US 1500 S/M PT 0.0%
Value ($000) $237 Shares 1,439 Est. Cost $158.70 Unrealized
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $236 Shares 4,040 Est. Cost $153.05 Unrealized -61.0%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $235 Shares 28,909 Est. Cost $6.57 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $235 Shares 3,715 Est. Cost $52.23 Unrealized +5.6%
FMB FIRST TRUST MANAGED MUNICIPAL ETF 0.0%
Value ($000) $234 Shares 4,600 Est. Cost $55.99 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $234 Shares 5,772 Est. Cost $46.76 Unrealized -15.7%
IJS ISHARES S&P SMALLCAP 600 VALUE ETF 0.0%
Value ($000) $232 Shares 2,483 Est. Cost $93.60 Unrealized
SUMMIT MIDSTREAM PARTNERS LP COM UNIT LTD 0.0%
Value ($000) $232 Shares 15,093 Est. Cost $15.35 Unrealized
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $232 Shares 2,356 Est. Cost $95.33 Unrealized 0.0%
CLW CLEARWATER PAPER CORP COM 0.0%
Value ($000) $231 Shares 6,900 Est. Cost $31.29 Unrealized +15.5%
FIVE FIVE BELOW INC COM 0.0%
Value ($000) $229 Shares 1,113 Est. Cost $157.26 Unrealized +25.2%
CPRT COPART INC 0.0%
Value ($000) $229 Shares 3,043 Est. Cost $34.00 Unrealized 0.0%
QQEW FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND 0.0%
Value ($000) $228 Shares 2,268 Est. Cost $88.78 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $227 Shares 4,094 Est. Cost $55.36 Unrealized
NI NISOURCE INC COM 0.0%
Value ($000) $226 Shares 8,093 Est. Cost $23.70 Unrealized +5.0%
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $226 Shares 14,201 Est. Cost $107.66 Unrealized -84.4%
RELX RELX PLC SPONSORED ADR 0.0%
Value ($000) $224 Shares 6,893 Est. Cost $32.44 Unrealized
BUD ANHEUSER BUSCH 0.0%
Value ($000) $222 Shares 3,328 Est. Cost $66.73 Unrealized
GENL AMERN INVESTORS CO 0.0%
Value ($000) $220 Shares 5,646 Est. Cost $36.15 Unrealized
FTAI FTAI AVIATION LTD SHS 0.0%
Value ($000) $219 Shares 7,849 Est. Cost $22.27 Unrealized 0.0%
HMC HONDA MOTOR LTD AMERN SHS 0.0%
Value ($000) $217 Shares 8,189 Est. Cost $26.49 Unrealized
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $217 Shares 5,800 Est. Cost $37.38 Unrealized
POOL POOL CORP COM 0.0%
Value ($000) $216 Shares 631 Est. Cost $340.72 Unrealized 0.0%
HPQ HP INC COM 0.0%
Value ($000) $216 Shares 7,361 Est. Cost $25.72 Unrealized 0.0%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $215 Shares 2,252 Est. Cost $81.67 Unrealized +3.8%
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF 0.0%
Value ($000) $215 Shares 6,880 Est. Cost $31.27 Unrealized
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $215 Shares 5,076 Est. Cost $40.61 Unrealized 0.0%
SJM J M SMUCKER CO NEW 0.0%
Value ($000) $213 Shares 1,355 Est. Cost $137.05 Unrealized 0.0%
RCL ROYAL CARRIBBEAN CRUISES LTD 0.0%
Value ($000) $213 Shares 3,262 Est. Cost $64.83 Unrealized 0.0%
KWEB KRANESHARES CSI CHINA INTERNET ETF 0.0%
Value ($000) $213 Shares 6,815 Est. Cost $31.19 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $212 Shares 1,796 Est. Cost $101.01 Unrealized 0.0%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $212 Shares 3,922 Est. Cost $53.98 Unrealized
PCH POTLATCHDELTIC CORPORATION COM 0.0%
Value ($000) $211 Shares 4,266 Est. Cost $49.50 Unrealized
CANOPY GROWTH CORP COM 0.0%
Value ($000) $211 Shares 120,597 Est. Cost $11.52 Unrealized
SNAP SNAP INC CL A 0.0%
Value ($000) $210 Shares 18,765 Est. Cost $10.51 Unrealized 0.0%
SHOCKWAVE MED INC COM 0.0%
Value ($000) $210 Shares 967 Est. Cost $216.83 Unrealized
DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF 0.0%
Value ($000) $208 Shares 8,810 Est. Cost $23.59 Unrealized
DISCOVER FINANCIAL SERVICES LLC 0.0%
Value ($000) $207 Shares 2,097 Est. Cost $98.84 Unrealized
SPHQ INVESCO S&P 500 QUALITY ETF 0.0%
Value ($000) $207 Shares 4,377 Est. Cost $47.32 Unrealized
WD WALKER & DUNLOP INC COM 0.0%
Value ($000) $204 Shares 2,684 Est. Cost $79.18 Unrealized 0.0%
TD TORONTO DOMINION BANK 0.0%
Value ($000) $203 Shares 3,391 Est. Cost $64.74 Unrealized -0.2%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $203 Shares 405 Est. Cost $449.31 Unrealized 0.0%
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.0%
Value ($000) $203 Shares 2,495 Est. Cost $81.22 Unrealized
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 0.0%
Value ($000) $202 Shares 10,997 Est. Cost $18.35 Unrealized
ARISTA NETWORKS INC COM 0.0%
Value ($000) $200 Shares 1,194 Est. Cost $167.86 Unrealized
NUVEEN AMT FREE MUN CR INC FD COM 0.0%
Value ($000) $200 Shares 17,000 Est. Cost $11.78 Unrealized
PROSHARES SHORT MSCI EMERGING MARKETS 0.0%
Value ($000) $199 Shares 13,503 Est. Cost $15.28 Unrealized
MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED 0.0%
Value ($000) $199 Shares 31,091 Est. Cost $6.57 Unrealized
ECOR ELECTROCORE INC COM NEW 0.0%
Value ($000) $194 Shares 35,223 Est. Cost $4.48 Unrealized 0.0%
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $189 Shares 11,480 Est. Cost $14.54 Unrealized 0.0%
RIG TRANSOCEAN 0.0%
Value ($000) $188 Shares 29,600 Est. Cost $4.69 Unrealized +37.0%
FRCB FIRST REPUBLIC BANK 0.0%
Value ($000) $186 Shares 13,302 Est. Cost $102.43 Unrealized 0.0%
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.0%
Value ($000) $185 Shares 10,763 Est. Cost $17.15 Unrealized
VOD VODAFONE GROUP NEW ADR F 0.0%
Value ($000) $182 Shares 16,456 Est. Cost $17.99 Unrealized
PGX POWERSHARES GLOBAL PREFERRED ETF 0.0%
Value ($000) $175 Shares 15,211 Est. Cost $14.99 Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $173 Shares 11,179 Est. Cost $16.89 Unrealized 0.0%
ARDX ARDELYX INC COM 0.0%
Value ($000) $165 Shares 34,450 Est. Cost $1.95 Unrealized +73.2%
RITM NEW RESIDENTIAL INVESTMENT CORP 0.0%
Value ($000) $157 Shares 19,598 Est. Cost $8.00 Unrealized
SAN BANCO SANTANDER CENT HISP 0.0%
Value ($000) $154 Shares 41,713 Est. Cost $3.31 Unrealized
ING ING GROEP NV ADR 0.0%
Value ($000) $137 Shares 11,569 Est. Cost $11.87 Unrealized
SMFG SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M2098 0.0%
Value ($000) $136 Shares 17,003 Est. Cost $8.01 Unrealized
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF 0.0%
Value ($000) $135 Shares 33,857 Est. Cost $4.00 Unrealized
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF 0.0%
Value ($000) $135 Shares 34,126 Est. Cost $3.95 Unrealized
NAK NORTHERN DYNASTY MINERALS LTD COM 0.0%
Value ($000) $132 Shares 553,450 Est. Cost $0.49 Unrealized -52.7%
TCPC BLACKROCK TCP CAPITAL CORP COM 0.0%
Value ($000) $127 Shares 12,300 Est. Cost $14.03 Unrealized -13.8%
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $125 Shares 25,460 Est. Cost $4.71 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $121 Shares 11,955 Est. Cost $9.53 Unrealized +8.6%
PAVMED INC COM 0.0%
Value ($000) $120 Shares 322,272 Est. Cost $2.40 Unrealized
CHARGEPOINT HOLDINGS INC COM CL A 0.0%
Value ($000) $111 Shares 10,584 Est. Cost $10.47 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $111 Shares 11,487 Est. Cost $12.89 Unrealized -24.8%
TILRAY BRANDS INC COM 0.0%
Value ($000) $102 Shares 40,198 Est. Cost $2.85 Unrealized
BBVA BANCO BILBAO VIZCAYAARGENTARIA SA ADS EACH REPR 1 ORD EUR0.49 0.0%
Value ($000) $97 Shares 13,732 Est. Cost $6.28 Unrealized
MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR 0.0%
Value ($000) $91 Shares 32,234 Est. Cost $2.84 Unrealized
BCS BARCLAYS PLC ADR 0.0%
Value ($000) $85 Shares 11,845 Est. Cost $7.19 Unrealized
VIRGIN GALACTIC HOLDINGS INC COM 0.0%
Value ($000) $76 Shares 18,787 Est. Cost $8.98 Unrealized
NWG ROYAL BANK OF SCOTLAND 0.0%
Value ($000) $74 Shares 11,180 Est. Cost $6.60 Unrealized
LYG LLOYDS TSB GROUP PLC 0.0%
Value ($000) $73 Shares 31,592 Est. Cost $2.20 Unrealized
ERIC ERICSSON ADR B SEK 10 0.0%
Value ($000) $61 Shares 10,506 Est. Cost $5.85 Unrealized
EMCORE CORP COM NEW 0.0%
Value ($000) $58 Shares 50,000 Est. Cost $1.15 Unrealized
TELFY TELEFONICA S A ADR REPRSTG THREE SHRS 0.0%
Value ($000) $52 Shares 12,051 Est. Cost $4.28 Unrealized
NMR NOMURA HLDGS INC SPON ADR 0.0%
Value ($000) $46 Shares 12,028 Est. Cost $3.75 Unrealized
GLOBALSTAR INC COM 0.0%
Value ($000) $39 Shares 34,000 Est. Cost $1.35 Unrealized
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.0%
Value ($000) $39 Shares 38,613 Est. Cost $1.00 Unrealized
DESKTOP METAL INC COM CL A 0.0%
Value ($000) $38 Shares 16,658 Est. Cost $2.30 Unrealized
FLOTEK INDS INC DEL COM 0.0%
Value ($000) $38 Shares 55,000 Est. Cost $0.69 Unrealized
IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 0.0%
Value ($000) $37 Shares 36,581 Est. Cost $1.00 Unrealized
NRGV ENERGY VAULT HOLDINGS INC COM 0.0%
Value ($000) $36 Shares 16,933 Est. Cost $5.43 Unrealized -37.2%
SLDP SOLID POWER INC CLASS A COM 0.0%
Value ($000) $33 Shares 11,075 Est. Cost $6.32 Unrealized -52.2%
CREDIT SUISSE GRP ADR F SPONSORED ADR 0.0%
Value ($000) $30 Shares 34,000 Est. Cost $0.89 Unrealized
BLACKSKY TECHNOLOGY INC COM CL A 0.0%
Value ($000) $28 Shares 18,368 Est. Cost $2.13 Unrealized
DISCOVERY COMMUNICATIONS INC NEW COM SER C 0.0%
Value ($000) $27 Shares 27,480 Est. Cost $17.80 Unrealized
GTX INC DEL 0.0%
Value ($000) $27 Shares 34,536 Est. Cost $4.17 Unrealized
ANGION BIOMEDICA CORP COM 0.0%
Value ($000) $21 Shares 36,951 Est. Cost $4.96 Unrealized
XOP SPDR SERIES TRUST S&P OIL GAS EXPL & PRODTN ETF 0.0%
Value ($000) $20 Shares 20,077 Est. Cost $1.02 Unrealized
TUYA TUYA INC SPONSERED ADS 0.0%
Value ($000) $20 Shares 10,600 Est. Cost $2.92 Unrealized
XME SPDR S&P METALS & MNG ETF 0.0%
Value ($000) $18 Shares 18,095 Est. Cost $1.00 Unrealized
VENATOR MATLS PLC SHS 0.0%
Value ($000) $16 Shares 40,000 Est. Cost $0.40 Unrealized
GEVO GEVO INC 0.0%
Value ($000) $15 Shares 10,000 Est. Cost $6.19 Unrealized -69.4%
CENNTRO ELECTRIC GROUP LIMITED ORD SHS 0.0%
Value ($000) $12 Shares 25,000 Est. Cost $2.20 Unrealized
ALPINE 4 HOLDINGS INC CL A 0.0%
Value ($000) $11 Shares 21,864 Est. Cost $1.05 Unrealized
PGEN PRECIGEN INC COM 0.0%
Value ($000) $11 Shares 10,371 Est. Cost $1.72 Unrealized -16.2%
SEELOS THERAPEUTICS INC COM 0.0%
Value ($000) $10 Shares 15,173 Est. Cost $0.67 Unrealized
META MATERIALS INC COM 0.0%
Value ($000) $10 Shares 24,967 Est. Cost $1.19 Unrealized
SRNE SORRENTO THERAPEUTICS INC COM NEW 0.0%
Value ($000) $10 Shares 27,473 Est. Cost $5.36 Unrealized -87.8%
VERASTEM INC COM 0.0%
Value ($000) $10 Shares 23,500 Est. Cost $0.42 Unrealized
SDCCQ SMILEDIRECTCLUB INC CL A COM 0.0%
Value ($000) $6 Shares 14,508 Est. Cost $0.66 Unrealized -22.3%
LEAP THERAPEUTICS INC COM 0.0%
Value ($000) $5 Shares 15,635 Est. Cost $3.88 Unrealized
HUMANIGEN INC COM NEW 0.0%
Value ($000) $4 Shares 30,000 Est. Cost $0.12 Unrealized
SPY SPDR S&P 500 ETF 0.0%
Value ($000) $3 Shares 8,300 Est. Cost $298.57 Unrealized
SLAM CORP WT EXP 022326 0.0%
Value ($000) $3 Shares 13,606 Est. Cost $0.44 Unrealized
LOGICMARK INC COM NEW 0.0%
Value ($000) $3 Shares 20,000 Est. Cost $1.10 Unrealized
SPY SPDR S&P 500 ETF 0.0%
Value ($000) $1 Shares 3,000 Est. Cost $298.57 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $1 Shares 2,900 Est. Cost $154.51 Unrealized +14.3%
QQQ POWERSHARES QQQ TR 0.0%
Value ($000) $0 Shares 600 Est. Cost $194.32 Unrealized
HUBS HUBSPOT INC COM 0.0%
Value ($000) $0 Shares 400 Est. Cost $692.70 Unrealized -47.3%
AMZN AMAZON.COM INC 0.0%
Value ($000) $0 Shares 900 Est. Cost $118.81 Unrealized -18.7%
QQQ POWERSHARES QQQ TR 0.0%
Value ($000) $0 Shares 200 Est. Cost $194.32 Unrealized
LOVE LOVESAC COMPANY COM 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $22.48 Unrealized +17.4%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $226.21 Unrealized +43.1%
GOOGL GOOGLE INC 0.0%
Value ($000) $0 Shares 300 Est. Cost $104.90 Unrealized -9.2%
KWEB KRANESHARES CSI CHINA INTERNET ETF 0.0%
Value ($000) $0 Shares 900 Est. Cost $31.19 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $0 Shares 600 Est. Cost $43.83 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $0 Shares 300 Est. Cost $57.82 Unrealized +30.0%
AAPL APPLE INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $118.86 Unrealized +22.4%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $97.77 Unrealized +31.1%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $0 Shares 200 Est. Cost $45.54 Unrealized -3.4%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $129.50 Unrealized -23.9%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $0 Shares 500 Est. Cost $16.89 Unrealized 0.0%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $23.62 Unrealized +24.6%
FRCB FIRST REPUBLIC BANK 0.0%
Value ($000) $0 Shares 100 Est. Cost $102.43 Unrealized 0.0%
CHARGEPOINT HOLDINGS INC COM CL A 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.47 Unrealized
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $0 Shares 200 Est. Cost $103.69 Unrealized -2.0%
PAVMED INC COM 0.0%
Value ($000) $0 Shares 200 Est. Cost $2.40 Unrealized