Independence Bank of Kentucky Diversified Active

CIK: 0001730479 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: Apr 29, 2019

Total Value ($000): $122,223 (100.0% shares, 0.0% debt)

Holdings (345)

SPY S&P 500 Tr UTS Unit 1 Ser 4.8%
Value ($000) $5,919 Shares 20,955 Est. Cost $260.05 Unrealized
AAPL Apple Incorporated 4.6%
Value ($000) $5,590 Shares 29,430 Est. Cost $39.57 Unrealized +2.2%
GOOGL Alphabet Inc Class A 3.4%
Value ($000) $4,192 Shares 3,562 Est. Cost $51.83 Unrealized +8.1%
PG Procter & Gamble Co 3.1%
Value ($000) $3,780 Shares 36,332 Est. Cost $72.18 Unrealized +13.7%
INTC Intel Corporation 2.8%
Value ($000) $3,432 Shares 63,915 Est. Cost $36.55 Unrealized +19.9%
JNJ Johnson & Johnson 2.5%
Value ($000) $3,038 Shares 21,732 Est. Cost $109.81 Unrealized +0.5%
JPM J P Morgan Chase & Co 2.2%
Value ($000) $2,743 Shares 27,099 Est. Cost $81.33 Unrealized +4.9%
T AT&T Inc 2.1%
Value ($000) $2,596 Shares 82,790 Est. Cost $15.10 Unrealized -6.2%
AMZN Amazon Com Inc 2.0%
Value ($000) $2,500 Shares 1,404 Est. Cost $68.04 Unrealized +22.3%
USB US Bancorp Del 2.0%
Value ($000) $2,466 Shares 51,167 Est. Cost $38.91 Unrealized -3.4%
PFE Pfizer Inc 2.0%
Value ($000) $2,461 Shares 57,948 Est. Cost $23.80 Unrealized +22.9%
XOM Exxon Mobil Corp 1.9%
Value ($000) $2,338 Shares 28,936 Est. Cost $56.86 Unrealized -2.5%
LOW Lowes Cos Inc 1.8%
Value ($000) $2,203 Shares 20,120 Est. Cost $71.49 Unrealized +23.2%
CVX Chevron Corporation 1.8%
Value ($000) $2,155 Shares 17,495 Est. Cost $83.55 Unrealized +4.7%
PEP Pepsico Inc 1.5%
Value ($000) $1,835 Shares 14,970 Est. Cost $88.72 Unrealized +4.2%
DIS Disney (Walt) Company 1.5%
Value ($000) $1,833 Shares 16,512 Est. Cost $98.04 Unrealized +10.0%
META Facebook Inc 1.5%
Value ($000) $1,808 Shares 10,846 Est. Cost $175.58 Unrealized -10.1%
ZBH Zimmer Biomet Holdings Inc 1.5%
Value ($000) $1,781 Shares 13,946 Est. Cost $105.65 Unrealized +1.7%
UPS United Parcel Service 1.4%
Value ($000) $1,753 Shares 15,688 Est. Cost $85.98 Unrealized -5.8%
MSFT Microsoft Corp 1.4%
Value ($000) $1,753 Shares 14,865 Est. Cost $75.26 Unrealized +35.9%
V Visa Inc 1.4%
Value ($000) $1,723 Shares 11,031 Est. Cost $105.06 Unrealized +30.8%
SBUX Starbucks Corporation 1.4%
Value ($000) $1,705 Shares 22,937 Est. Cost $47.39 Unrealized +25.0%
ICE Intercontinental Exchange Inc 1.3%
Value ($000) $1,623 Shares 21,311 Est. Cost $61.83 Unrealized +10.8%
BA Boeing Company 1.3%
Value ($000) $1,592 Shares 4,173 Est. Cost $263.61 Unrealized +42.3%
Royal Dutch Shell PLC Sponsored ADR B Shs 1.3%
Value ($000) $1,588 Shares 24,825 Est. Cost $67.79 Unrealized
KO Coca Cola Co 1.3%
Value ($000) $1,534 Shares 32,745 Est. Cost $35.66 Unrealized +5.9%
MO Altria Group Inc 1.2%
Value ($000) $1,457 Shares 25,368 Est. Cost $34.07 Unrealized -12.8%
ABBV Abbvie Inc Com 1.1%
Value ($000) $1,327 Shares 16,467 Est. Cost $66.62 Unrealized -8.4%
IP International Paper 1.1%
Value ($000) $1,284 Shares 27,755 Est. Cost $36.91 Unrealized -13.9%
VNQ Vanguard Real Estate ETF 1.0%
Value ($000) $1,265 Shares 14,553 Est. Cost $82.76 Unrealized
WMT Wal Mart Inc 1.0%
Value ($000) $1,243 Shares 12,743 Est. Cost $26.74 Unrealized +9.3%
DG Dollar General Corp 1.0%
Value ($000) $1,197 Shares 10,030 Est. Cost $77.43 Unrealized +37.2%
CVS CVS Health Corporation 1.0%
Value ($000) $1,173 Shares 21,745 Est. Cost $52.19 Unrealized -5.2%
PGX Invesco Exchange Traded PFD II 1.0%
Value ($000) $1,164 Shares 80,310 Est. Cost $13.90 Unrealized
ITW Illinois Tool Works Inc 0.9%
Value ($000) $1,144 Shares 7,970 Est. Cost $121.28 Unrealized -3.5%
VZ Verizon Communications Inc Usd 1 0.9%
Value ($000) $1,142 Shares 19,312 Est. Cost $31.96 Unrealized +21.9%
BB&T Corp Com 0.9%
Value ($000) $1,135 Shares 24,393 Est. Cost $49.71 Unrealized
WFC Wells Fargo & Co New 0.9%
Value ($000) $1,129 Shares 23,358 Est. Cost $45.09 Unrealized -9.6%
GIS General Mills 0.9%
Value ($000) $1,039 Shares 20,070 Est. Cost $39.18 Unrealized -8.7%
MRK Merck & Co Inc New Com 0.8%
Value ($000) $1,017 Shares 12,224 Est. Cost $43.00 Unrealized +40.2%
Glaxosmithkline PLC Sponsored ADR 0.8%
Value ($000) $960 Shares 22,970 Est. Cost $36.00 Unrealized
Suntrust Banks Incorportated 0.8%
Value ($000) $938 Shares 15,830 Est. Cost $51.69 Unrealized
SLB Schlumberger LTD 0.7%
Value ($000) $835 Shares 19,160 Est. Cost $49.79 Unrealized -28.2%
MMM 3M Company 0.7%
Value ($000) $832 Shares 4,002 Est. Cost $131.72 Unrealized -0.5%
PANW Palo Alto Networks Inc Common 0.6%
Value ($000) $768 Shares 3,160 Est. Cost $26.72 Unrealized +38.8%
United Technologies Corp 0.6%
Value ($000) $765 Shares 5,937 Est. Cost $127.60 Unrealized
MDLZ Mondelez International Inc 0.6%
Value ($000) $751 Shares 15,045 Est. Cost $34.77 Unrealized +11.5%
WM Waste Management Inc New 0.6%
Value ($000) $724 Shares 6,965 Est. Cost $70.90 Unrealized +22.7%
DowDuPont Inc Common 0.6%
Value ($000) $723 Shares 13,556 Est. Cost $66.58 Unrealized
DUK Duke Energy Corp New 0.6%
Value ($000) $678 Shares 7,528 Est. Cost $61.20 Unrealized +9.3%
BF/B Brown Forman Corp Class B 0.6%
Value ($000) $674 Shares 12,778 Est. Cost $43.35 Unrealized -0.5%
HD Home Depot Inc 0.5%
Value ($000) $655 Shares 3,415 Est. Cost $146.16 Unrealized +5.8%
DEO Diageo PLC New Spons ADR 0.5%
Value ($000) $623 Shares 3,810 Est. Cost $145.93 Unrealized
CRM Salesforce Common Inc 0.5%
Value ($000) $621 Shares 3,922 Est. Cost $100.69 Unrealized +52.1%
C Citigroup Inc Com New 0.5%
Value ($000) $611 Shares 9,823 Est. Cost $55.92 Unrealized -12.8%
CSCO Cisco Systems Inc 0.5%
Value ($000) $607 Shares 11,247 Est. Cost $27.97 Unrealized +41.3%
ABT Abbott Labs 0.5%
Value ($000) $597 Shares 7,463 Est. Cost $50.18 Unrealized +31.7%
VTI Vanguard Total Stock Market ETF 0.5%
Value ($000) $575 Shares 3,976 Est. Cost $137.00 Unrealized
LLY Lilly Eli & Co 0.5%
Value ($000) $554 Shares 4,270 Est. Cost $75.70 Unrealized +46.6%
MET Metlife Inc 0.4%
Value ($000) $542 Shares 12,727 Est. Cost $36.98 Unrealized -5.3%
ONB Old National Bancorp 0.4%
Value ($000) $540 Shares 32,915 Est. Cost $18.25 Unrealized -8.5%
IBM International Business Machs 0.4%
Value ($000) $529 Shares 3,748 Est. Cost $97.14 Unrealized -2.6%
BAC Bank of America Corporation 0.4%
Value ($000) $520 Shares 18,837 Est. Cost $22.78 Unrealized +4.9%
DHR Danaher Corp 0.4%
Value ($000) $491 Shares 3,720 Est. Cost $78.23 Unrealized +27.1%
IWM Russell 2000 Index Fund 0.4%
Value ($000) $491 Shares 3,204 Est. Cost $160.01 Unrealized
UNP Union Pacific Corporation 0.4%
Value ($000) $488 Shares 2,920 Est. Cost $101.71 Unrealized +35.8%
TJX TJX Companies Inc 0.4%
Value ($000) $478 Shares 8,990 Est. Cost $38.88 Unrealized +16.9%
Ingersoll Rand Public Limited Company 0.4%
Value ($000) $474 Shares 4,390 Est. Cost $86.19 Unrealized
ALL Allstate Corp 0.4%
Value ($000) $468 Shares 4,972 Est. Cost $81.64 Unrealized -5.8%
FITB Fifth Third Bancorp 0.4%
Value ($000) $443 Shares 17,583 Est. Cost $21.37 Unrealized -5.1%
IEFA Ishares Tr Core MSCI EAFE ETF 0.4%
Value ($000) $442 Shares 7,275 Est. Cost $59.69 Unrealized
UNH United Health Group Inc 0.3%
Value ($000) $427 Shares 1,725 Est. Cost $186.83 Unrealized +21.8%
EFA Ishares Tr Msci Eafe Index 0.3%
Value ($000) $357 Shares 5,505 Est. Cost $69.90 Unrealized
GOOG Alphabet Inc Class C 0.3%
Value ($000) $356 Shares 303 Est. Cost $50.67 Unrealized +9.9%
ORCL Oracle Corp 0.3%
Value ($000) $343 Shares 6,390 Est. Cost $43.59 Unrealized +5.7%
IWF Ishares Tr Russell 1000 Growth 0.3%
Value ($000) $333 Shares 2,197 Est. Cost $151.03 Unrealized
IWR Ishares Russell Midcap Index 0.3%
Value ($000) $332 Shares 6,157 Est. Cost $52.85 Unrealized
MCD McDonalds Corp 0.3%
Value ($000) $326 Shares 1,719 Est. Cost $139.41 Unrealized +10.9%
AEP American Electric Power Co 0.3%
Value ($000) $318 Shares 3,800 Est. Cost $56.07 Unrealized +11.4%
IDU Ishares DJ US Utilities Sctr 0.3%
Value ($000) $318 Shares 2,159 Est. Cost $134.00 Unrealized
CAT Caterpillar Inc 0.3%
Value ($000) $308 Shares 2,275 Est. Cost $122.18 Unrealized -6.2%
BP BP P.L.C. 0.3%
Value ($000) $307 Shares 7,023 Est. Cost $42.51 Unrealized
Celgene Corporation 0.2%
Value ($000) $303 Shares 3,211 Est. Cost $97.77 Unrealized
PFF Ishares Trust Pfd & Income Securities ETF 0.2%
Value ($000) $295 Shares 8,075 Est. Cost $37.86 Unrealized
PNC PNC Financial Services Group 0.2%
Value ($000) $290 Shares 2,365 Est. Cost $104.65 Unrealized -7.5%
EEM Isharestr Msci Emerging Mktsindex Fund 0.2%
Value ($000) $284 Shares 6,616 Est. Cost $45.90 Unrealized
AMT American Tower REIT 0.2%
Value ($000) $280 Shares 1,420 Est. Cost $117.24 Unrealized +24.6%
Royal Dutch Shell PLC 0.2%
Value ($000) $280 Shares 4,480 Est. Cost $66.92 Unrealized
AMGN Amgen Inc 0.2%
Value ($000) $274 Shares 1,440 Est. Cost $140.50 Unrealized +10.1%
NEE Nextera Energy Inc 0.2%
Value ($000) $273 Shares 1,410 Est. Cost $31.53 Unrealized +22.4%
IWV Ishares Tr Russell 3000 ETF 0.2%
Value ($000) $269 Shares 1,613 Est. Cost $164.97 Unrealized
NSC Norfolk Southn Corp 0.2%
Value ($000) $266 Shares 1,425 Est. Cost $113.99 Unrealized +32.0%
LOGI Logitech International Sa, Apples Namen-akt. 0.2%
Value ($000) $261 Shares 6,655 Est. Cost $32.13 Unrealized +0.6%
GS Goldman Sachs Group Inc 0.2%
Value ($000) $257 Shares 1,340 Est. Cost $204.64 Unrealized -19.8%
HSY The Hershey Company 0.2%
Value ($000) $255 Shares 2,220 Est. Cost $90.64 Unrealized +2.4%
RF Regions Financial Corp COM 0.2%
Value ($000) $254 Shares 17,977 Est. Cost $11.67 Unrealized -1.1%
VYM Vanguard Whitehall High Dividend Yield ETF 0.2%
Value ($000) $254 Shares 2,965 Est. Cost $85.96 Unrealized
SCHW Schwab Charles Corp New Common 0.2%
Value ($000) $247 Shares 5,785 Est. Cost $42.26 Unrealized -3.1%
SPGI S&P Global Inc Common 0.2%
Value ($000) $246 Shares 1,167 Est. Cost $151.96 Unrealized +20.2%
HON Honeywell, Inc 0.2%
Value ($000) $246 Shares 1,549 Est. Cost $115.77 Unrealized +4.7%
BMY Bristol Myers Squibb Co 0.2%
Value ($000) $246 Shares 5,153 Est. Cost $44.49 Unrealized -13.9%
APD Air Products and Chemicals 0.2%
Value ($000) $245 Shares 1,282 Est. Cost $130.70 Unrealized +11.4%
SO Southern Company 0.2%
Value ($000) $243 Shares 4,694 Est. Cost $35.33 Unrealized +5.9%
PAYX Paychex Inc 0.2%
Value ($000) $240 Shares 2,990 Est. Cost $52.10 Unrealized +16.0%
SYK Stryker Corp 0.2%
Value ($000) $233 Shares 1,180 Est. Cost $140.87 Unrealized +18.6%
GUNR Flexshares Morningstar Global Natural Res ETF 0.2%
Value ($000) $228 Shares 6,956 Est. Cost $32.15 Unrealized
CSX CSX Corp 0.2%
Value ($000) $227 Shares 3,033 Est. Cost $15.87 Unrealized +33.0%
PRU Prudential Financial 0.2%
Value ($000) $224 Shares 2,437 Est. Cost $76.14 Unrealized -14.0%
IEMG Ishares Inc Core MSCI Emerging Mkts ETF 0.2%
Value ($000) $219 Shares 4,239 Est. Cost $50.23 Unrealized
GLD SPDR Gold Tr 0.2%
Value ($000) $217 Shares 1,775 Est. Cost $120.81 Unrealized
Blackrock Inc 0.2%
Value ($000) $208 Shares 487 Est. Cost $507.85 Unrealized
AVGO Broadcom Inc 0.2%
Value ($000) $207 Shares 690 Est. Cost $19.38 Unrealized +16.1%
PM Philip Morris Int Inc 0.2%
Value ($000) $199 Shares 2,250 Est. Cost $65.99 Unrealized -15.0%
VOO Vanguard 500 Index Fund S&P ETF 0.1%
Value ($000) $179 Shares 690 Est. Cost $230.43 Unrealized
PH Parker Hannifin Corp Common 0.1%
Value ($000) $177 Shares 1,030 Est. Cost $149.77 Unrealized 0.0%
F Ford Motor Co 0.1%
Value ($000) $174 Shares 19,845 Est. Cost $8.01 Unrealized -24.1%
CL Colgate Palmolive Co 0.1%
Value ($000) $171 Shares 2,495 Est. Cost $57.60 Unrealized -4.5%
AXP American Express Company 0.1%
Value ($000) $166 Shares 1,515 Est. Cost $85.24 Unrealized +12.4%
TGT Target Corp 0.1%
Value ($000) $160 Shares 1,995 Est. Cost $48.06 Unrealized +26.3%
VCIT Vanguard Intermediate-Term Corp Bond Index Fund 0.1%
Value ($000) $156 Shares 1,800 Est. Cost $83.43 Unrealized
VB Vanguard Small Cap ETF 0.1%
Value ($000) $154 Shares 1,005 Est. Cost $136.40 Unrealized
BRK/B Berkshire Hathaway Inc Del Cl B New 0.1%
Value ($000) $141 Shares 700 Est. Cost $190.64 Unrealized +5.9%
CMI Cummins Inc 0.1%
Value ($000) $140 Shares 885 Est. Cost $134.86 Unrealized -6.7%
IWD Ishares Tr Russell 1000 Val 0.1%
Value ($000) $139 Shares 1,122 Est. Cost $118.19 Unrealized
VCSH Vanguard Short-Term Corp Index Fund 0.1%
Value ($000) $136 Shares 1,700 Est. Cost $78.88 Unrealized
KMB Kimberly-Clark Corp 0.1%
Value ($000) $131 Shares 1,058 Est. Cost $87.02 Unrealized +4.9%
Linde PLC Corp 0.1%
Value ($000) $131 Shares 747 Est. Cost $175.37 Unrealized
JCI Johnson Controls International PLC Shs 0.1%
Value ($000) $125 Shares 3,393 Est. Cost $32.46 Unrealized -8.9%
EFAV Ishares Edge MSCI Min Vol EAFE ETF 0.1%
Value ($000) $119 Shares 1,646 Est. Cost $70.86 Unrealized
General Electric Co 0.1%
Value ($000) $114 Shares 11,430 Est. Cost $17.45 Unrealized
TMO Thermo Fisher Scientific Inc 0.1%
Value ($000) $113 Shares 414 Est. Cost $189.75 Unrealized +28.8%
ETN Eaton Corporation PLC 0.1%
Value ($000) $112 Shares 1,395 Est. Cost $66.26 Unrealized +0.3%
ATO ATMOS Energy Corp 0.1%
Value ($000) $111 Shares 1,074 Est. Cost $72.33 Unrealized +14.1%
STT State St Corp 0.1%
Value ($000) $109 Shares 1,650 Est. Cost $74.42 Unrealized -25.6%
SLF Sun Life Finl Inc Common 0.1%
Value ($000) $109 Shares 2,844 Est. Cost $39.86 Unrealized -7.9%
MS Morgan Stanley 0.1%
Value ($000) $106 Shares 2,500 Est. Cost $39.73 Unrealized -14.4%
NUE Nucor Corp 0.1%
Value ($000) $106 Shares 1,813 Est. Cost $49.42 Unrealized +2.6%
Walgreens Boots Alliance Inc 0.1%
Value ($000) $106 Shares 1,675 Est. Cost $72.70 Unrealized
MDT Medtronic PLC 0.1%
Value ($000) $104 Shares 1,140 Est. Cost $65.08 Unrealized +14.2%
VLO Valero Energy Corp 0.1%
Value ($000) $101 Shares 1,195 Est. Cost $60.24 Unrealized +3.6%
BSCR Invesco Bullet Shares 2027 Corp Bd ETF 0.1%
Value ($000) $99 Shares 5,000 Est. Cost $19.00 Unrealized
GD General Dynamics Corp 0.1%
Value ($000) $92 Shares 545 Est. Cost $170.35 Unrealized -15.6%
GM General Motors 0.1%
Value ($000) $92 Shares 2,470 Est. Cost $37.86 Unrealized -8.0%
PYPL Paypal Holdings Inc 0.1%
Value ($000) $91 Shares 873 Est. Cost $87.86 Unrealized +7.5%
D Dominion Energy Inc 0.1%
Value ($000) $88 Shares 1,150 Est. Cost $55.76 Unrealized -3.4%
DVY Ishares Dow Jones Select Divindex Fund 0.1%
Value ($000) $86 Shares 880 Est. Cost $98.30 Unrealized
CI Cigna Corp Common 0.1%
Value ($000) $84 Shares 525 Est. Cost $167.01 Unrealized 0.0%
BSCS Invesco Bullet Shares 2028 Corp Bd ETF 0.1%
Value ($000) $83 Shares 4,000 Est. Cost $19.75 Unrealized
ACN Accenture PLC 0.1%
Value ($000) $83 Shares 470 Est. Cost $129.61 Unrealized +9.7%
LEN Lennar Corp Class A 0.1%
Value ($000) $79 Shares 1,607 Est. Cost $52.05 Unrealized -20.1%
SJM Smucker J M Common New 0.1%
Value ($000) $78 Shares 670 Est. Cost $85.94 Unrealized -2.7%
NKE Nike Inc Cl B 0.1%
Value ($000) $76 Shares 899 Est. Cost $51.78 Unrealized +45.6%
LMT Lockheed Martin Corp 0.1%
Value ($000) $75 Shares 250 Est. Cost $244.12 Unrealized -0.2%
Varian Medical Systems, Inc. 0.1%
Value ($000) $74 Shares 525 Est. Cost $110.48 Unrealized
MA Mastercard Inc 0.1%
Value ($000) $72 Shares 305 Est. Cost $142.19 Unrealized +45.7%
EFG Ishares Msci Eafe Growth Index Fund 0.1%
Value ($000) $67 Shares 863 Est. Cost $80.29 Unrealized
VCLT Vanguard Long-Term Corp Bond Index Fund 0.1%
Value ($000) $63 Shares 687 Est. Cost $85.86 Unrealized
ELV Anthem Inc Common 0.1%
Value ($000) $63 Shares 218 Est. Cost $191.44 Unrealized +37.8%
WMB The Williams Co Inc 0.1%
Value ($000) $62 Shares 2,150 Est. Cost $18.59 Unrealized -1.8%
SCZ Ishares Tr MSCI EAFE Small Cap ETF 0.1%
Value ($000) $62 Shares 1,084 Est. Cost $64.65 Unrealized
HYD Vaneck Vectors High Yield Municipal Index ETF 0.0%
Value ($000) $60 Shares 960 Est. Cost $62.50 Unrealized
WEC Wec Energy Group Inc 0.0%
Value ($000) $60 Shares 756 Est. Cost $50.93 Unrealized +17.1%
XLF Sector SPDR Tr Financial 0.0%
Value ($000) $59 Shares 2,290 Est. Cost $27.95 Unrealized
BSCQ Invesco Bullet Shares 2026 Corp Bd ETF 0.0%
Value ($000) $58 Shares 3,000 Est. Cost $18.67 Unrealized
E Trades 0.0%
Value ($000) $55 Shares 1,175 Est. Cost $52.00 Unrealized
IYZ Ishares Tr US Telecommunications ETF 0.0%
Value ($000) $54 Shares 1,815 Est. Cost $28.57 Unrealized
IWN Ishares Russell 2000 Val Ind 0.0%
Value ($000) $54 Shares 452 Est. Cost $126.11 Unrealized
PPG PPG Industries Inc 0.0%
Value ($000) $54 Shares 475 Est. Cost $99.02 Unrealized -5.2%
GWW Grainger W Inc Common 0.0%
Value ($000) $54 Shares 180 Est. Cost $184.63 Unrealized +47.2%
GILD Gilead Sciences Inc 0.0%
Value ($000) $54 Shares 830 Est. Cost $55.93 Unrealized -9.1%
QQQ Invesco QQQ Tr Unit Ser 1 0.0%
Value ($000) $53 Shares 295 Est. Cost $186.44 Unrealized
CMCSA Comcast Corporation (New) 0.0%
Value ($000) $52 Shares 1,292 Est. Cost $30.94 Unrealized +1.9%
KRE Spdr Ser Tr S&P Regl Bkg ETF 0.0%
Value ($000) $51 Shares 1,000 Est. Cost $58.67 Unrealized
FFBC First Financial Bancorp Corp 0.0%
Value ($000) $48 Shares 2,000 Est. Cost $22.92 Unrealized -15.3%
VTIP Vanguard Short-Term Inflation-Protected ETF 0.0%
Value ($000) $48 Shares 995 Est. Cost $47.77 Unrealized
Invesco Bullet Shares 2024 Corp Bd ETF 0.0%
Value ($000) $48 Shares 2,300 Est. Cost $20.11 Unrealized
MFC Manulife Finl Corp 0.0%
Value ($000) $47 Shares 2,800 Est. Cost $20.78 Unrealized -21.8%
RCL Royal Caribbean Cruises Ltd Shs 0.0%
Value ($000) $47 Shares 410 Est. Cost $113.98 Unrealized -5.1%
SYY Sysco Corp 0.0%
Value ($000) $46 Shares 685 Est. Cost $47.41 Unrealized +14.2%
HAL Halliburton Co 0.0%
Value ($000) $46 Shares 1,565 Est. Cost $35.93 Unrealized -27.0%
EEMV Ishares Edge Msci Min Vol Emerging Markets Etf Ishr Edg Emg Mkt 0.0%
Value ($000) $46 Shares 770 Est. Cost $58.76 Unrealized
MPC Marathon Petroleum Corp 0.0%
Value ($000) $46 Shares 776 Est. Cost $48.28 Unrealized +4.5%
IGSB Ishares Short-Term Corporate Bond ETF 0.0%
Value ($000) $46 Shares 864 Est. Cost $78.13 Unrealized
COP Conocophillips 0.0%
Value ($000) $45 Shares 670 Est. Cost $39.65 Unrealized +33.6%
Discover Finl Svcs Common 0.0%
Value ($000) $44 Shares 625 Est. Cost $76.80 Unrealized
XLE Energy Sel Sect SPDR FD 0.0%
Value ($000) $44 Shares 665 Est. Cost $72.54 Unrealized
NVS Novartis AG Spons ADR 0.0%
Value ($000) $43 Shares 450 Est. Cost $87.41 Unrealized
TSN Tyson Foods Inc Class A 0.0%
Value ($000) $43 Shares 625 Est. Cost $61.44 Unrealized -17.1%
DNP Select Income FD Inc 0.0%
Value ($000) $43 Shares 3,750 Est. Cost $10.81 Unrealized
VWO Vanguard Ftse Emerging Market ETF 0.0%
Value ($000) $42 Shares 980 Est. Cost $42.72 Unrealized
Total S.A. ADR 0.0%
Value ($000) $42 Shares 750 Est. Cost $55.61 Unrealized
TM Toyota Mtr Corp ADR 2 0.0%
Value ($000) $41 Shares 350 Est. Cost $127.27 Unrealized
Invesco Bullet Shares 2025 Corp Bd ETF 0.0%
Value ($000) $41 Shares 2,000 Est. Cost $20.00 Unrealized
Invesco Bullet Shares 2023 Corp Bd ETF 0.0%
Value ($000) $40 Shares 1,900 Est. Cost $20.17 Unrealized
AGZ Ishares Agency Bond ETF 0.0%
Value ($000) $40 Shares 350 Est. Cost $111.43 Unrealized
Invesco Bullet Shares 2022 Corp Bd ETF 0.0%
Value ($000) $40 Shares 1,900 Est. Cost $20.89 Unrealized
EOG EOG Resources Inc Common 0.0%
Value ($000) $40 Shares 425 Est. Cost $75.40 Unrealized -4.6%
Western Asset Managed Muns Fd Inc Common 0.0%
Value ($000) $40 Shares 3,000 Est. Cost $14.00 Unrealized
KSS Kohls Corp 0.0%
Value ($000) $39 Shares 570 Est. Cost $54.36 Unrealized +24.8%
WU Western Union Co Com 0.0%
Value ($000) $37 Shares 2,000 Est. Cost $19.02 Unrealized
IWO Ishares Russell 2000 Growth ETF 0.0%
Value ($000) $35 Shares 180 Est. Cost $193.84 Unrealized
ROK Rockwell Automation Inc 0.0%
Value ($000) $35 Shares 200 Est. Cost $163.96 Unrealized -8.5%
Unilever PLC ADR 0.0%
Value ($000) $35 Shares 600 Est. Cost $55.07 Unrealized
EMR Emerson Electric Company 0.0%
Value ($000) $34 Shares 500 Est. Cost $54.73 Unrealized +2.4%
IYM Ishares Tr DJ Basic Material 0.0%
Value ($000) $34 Shares 367 Est. Cost $98.87 Unrealized
IJH Ishares Tr Core S&P Mid-Cap ETF 0.0%
Value ($000) $34 Shares 179 Est. Cost $195.21 Unrealized
IGM Ishares Expanded Tech Sector ETF 0.0%
Value ($000) $33 Shares 160 Est. Cost $168.75 Unrealized
KEY KeyCorp 0.0%
Value ($000) $32 Shares 2,000 Est. Cost $13.07 Unrealized -8.4%
QABA First Tr Nasdaq ABA Cmnty Bk Index Fund 0.0%
Value ($000) $32 Shares 700 Est. Cost $52.86 Unrealized
EVRG Evergy Inc 0.0%
Value ($000) $32 Shares 556 Est. Cost $42.74 Unrealized +2.2%
BDX Becton Dickinson & Co 0.0%
Value ($000) $31 Shares 125 Est. Cost $185.44 Unrealized +14.7%
BIIB Biogen Incorporated 0.0%
Value ($000) $31 Shares 130 Est. Cost $319.93 Unrealized -1.6%
LUV Southwest Airlines Common 0.0%
Value ($000) $30 Shares 575 Est. Cost $53.12 Unrealized -9.1%
DRI Darden Restaurants 0.0%
Value ($000) $30 Shares 250 Est. Cost $67.47 Unrealized +34.3%
IJK Ishares Tr S&p Midcap 400 Growth ETF 0.0%
Value ($000) $29 Shares 131 Est. Cost $219.80 Unrealized
SLV Ishares Silver Tr 0.0%
Value ($000) $28 Shares 2,000 Est. Cost $15.04 Unrealized
EXC Exelon Corp 0.0%
Value ($000) $28 Shares 550 Est. Cost $21.66 Unrealized +23.4%
MSI Motorola Solutions Inc Common New 0.0%
Value ($000) $28 Shares 200 Est. Cost $81.14 Unrealized +45.8%
MRSH Marsh & McLennan Cos Inc Common 0.0%
Value ($000) $28 Shares 300 Est. Cost $72.87 Unrealized +8.9%
MCHP Microchip Tech Inc 0.0%
Value ($000) $27 Shares 325 Est. Cost $38.90 Unrealized -6.4%
VTR Ventas 0.0%
Value ($000) $26 Shares 400 Est. Cost $37.62 Unrealized +25.6%
United States Oil FD LP 0.0%
Value ($000) $25 Shares 2,000 Est. Cost $12.00 Unrealized
SPDW SPDR Portfolio World EX-US ETF 0.0%
Value ($000) $25 Shares 853 Est. Cost $31.54 Unrealized
ADP Automatic Data Processing 0.0%
Value ($000) $24 Shares 150 Est. Cost $102.96 Unrealized +21.8%
BABA Alibaba Group Hldg Ltd Sponsored Ads 0.0%
Value ($000) $23 Shares 125 Est. Cost $171.49 Unrealized
HAP Vaneck Vectors Natural Resources ETF Resrcs 0.0%
Value ($000) $23 Shares 640 Est. Cost $36.21 Unrealized
IJJ Ishares Tr S&P Mid Cap 400 Value ETF 0.0%
Value ($000) $22 Shares 138 Est. Cost $154.39 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $22 Shares 240 Est. Cost $75.28 Unrealized -3.1%
ETF SPDR Barclays High Yield Bond 0.0%
Value ($000) $22 Shares 600 Est. Cost $34.44 Unrealized
VGT Vanguard Information Technology ETF 0.0%
Value ($000) $20 Shares 100 Est. Cost $200.00 Unrealized
RHI Robert Half Int'l Inc 0.0%
Value ($000) $20 Shares 300 Est. Cost $57.15 Unrealized +11.0%
SHYD Vaneck Vectors ETF Short High-yield Mun Index 0.0%
Value ($000) $19 Shares 750 Est. Cost $24.00 Unrealized
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $18 Shares 215 Est. Cost $86.96 Unrealized -24.5%
Pattern Energy Group Inc Class A 0.0%
Value ($000) $18 Shares 800 Est. Cost $21.25 Unrealized
ASH Ashland Global Hldgs 0.0%
Value ($000) $18 Shares 227 Est. Cost $61.04 Unrealized +12.1%
IDA Idacorp Inc 0.0%
Value ($000) $18 Shares 182 Est. Cost $93.46 Unrealized +3.9%
PGF Invesco Exchange-Traded Fd Tr Finl PFD ETF 0.0%
Value ($000) $17 Shares 950 Est. Cost $17.89 Unrealized
PPL PPL Corporation Corp 0.0%
Value ($000) $17 Shares 535 Est. Cost $24.88 Unrealized -7.2%
IAT ETF Ishares Dow Jones 0.0%
Value ($000) $17 Shares 400 Est. Cost $49.00 Unrealized
IYR Ishares Tr Dow Jones Real ES 0.0%
Value ($000) $17 Shares 190 Est. Cost $78.95 Unrealized
VO Vanguard Mid Cap ETF 0.0%
Value ($000) $17 Shares 105 Est. Cost $159.64 Unrealized
DE Deere & Company 0.0%
Value ($000) $16 Shares 100 Est. Cost $123.74 Unrealized +16.8%
Gabelli Dividend & Income Trust 0.0%
Value ($000) $16 Shares 750 Est. Cost $24.00 Unrealized
BAX Baxter International Inc Com 0.0%
Value ($000) $16 Shares 200 Est. Cost $55.78 Unrealized +14.8%
ARLP Alliance Resource Partner LP 0.0%
Value ($000) $16 Shares 775 Est. Cost $19.83 Unrealized
Kelloggs 0.0%
Value ($000) $15 Shares 270 Est. Cost $46.15 Unrealized -10.2%
VIG Vanguard Div Appreciation ETF 0.0%
Value ($000) $15 Shares 140 Est. Cost $107.14 Unrealized
SPXL Direxion Daily S&P 500 Bull 3x Shares ETF 0.0%
Value ($000) $15 Shares 325 Est. Cost $35.74 Unrealized
XYL Xylem Inc Common 0.0%
Value ($000) $14 Shares 171 Est. Cost $68.31 Unrealized -1.6%
Xilinx Inc 0.0%
Value ($000) $13 Shares 100 Est. Cost $65.00 Unrealized
ENB Enbridge Inc Common 0.0%
Value ($000) $13 Shares 361 Est. Cost $23.31 Unrealized -1.8%
Invesco Bullet Shares 2020 Corp Bd ETF 0.0%
Value ($000) $13 Shares 600 Est. Cost $21.67 Unrealized
ADM Archer Danels Midland 0.0%
Value ($000) $13 Shares 300 Est. Cost $32.34 Unrealized +7.9%
AFL AFLAC Inc 0.0%
Value ($000) $13 Shares 250 Est. Cost $36.04 Unrealized +13.7%
ROKU Roku Inc Class A Corp Common 0.0%
Value ($000) $13 Shares 200 Est. Cost $47.13 Unrealized +13.5%
FCX Freeport-McMoran INC 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $13.78 Unrealized -19.3%
Invesco Bullet Shares 2021 Corp Bd ETF 0.0%
Value ($000) $13 Shares 600 Est. Cost $20.00 Unrealized
VVV Valvoline Inc 0.0%
Value ($000) $12 Shares 622 Est. Cost $24.03 Unrealized -17.6%
CTSH Cognizant Technlogy Sol 0.0%
Value ($000) $11 Shares 145 Est. Cost $63.20 Unrealized 0.0%
HUM Humana Inc 0.0%
Value ($000) $11 Shares 40 Est. Cost $230.51 Unrealized +17.7%
BK Bank New York Mellon Corp 0.0%
Value ($000) $11 Shares 215 Est. Cost $42.65 Unrealized -0.8%
TMUS T-mobile US Inc Common 0.0%
Value ($000) $10 Shares 150 Est. Cost $59.73 Unrealized +13.2%
HIG Hartford Financial Services Group Inc Common 0.0%
Value ($000) $10 Shares 194 Est. Cost $43.54 Unrealized -6.4%
BR Broadridge Finl Solutions Inc Common 0.0%
Value ($000) $10 Shares 95 Est. Cost $82.33 Unrealized +8.3%
Lam Resh Corp Common 0.0%
Value ($000) $10 Shares 55 Est. Cost $200.00 Unrealized
CNC Centene Corp Del Common 0.0%
Value ($000) $10 Shares 196 Est. Cost $52.04 Unrealized +16.6%
DWM Wisdomtree International Equity Fund Eqy ETF 0.0%
Value ($000) $10 Shares 190 Est. Cost $47.37 Unrealized
NFLX Netflix Inc Common 0.0%
Value ($000) $9 Shares 25 Est. Cost $19.26 Unrealized +80.0%
BF/A Brown Forman Corp Class A 0.0%
Value ($000) $9 Shares 175 Est. Cost $42.16 Unrealized +2.2%
CHRW C H Robinson Worldwide Inc Common New 0.0%
Value ($000) $9 Shares 100 Est. Cost $67.35 Unrealized +10.6%
KMI Kinder Morgan Inc Del 0.0%
Value ($000) $8 Shares 400 Est. Cost $11.40 Unrealized +9.7%
AMAT Applied Materials Inc 0.0%
Value ($000) $8 Shares 205 Est. Cost $49.65 Unrealized -28.9%
SYBT Stock Yards Bancorp Inc Corp Common 0.0%
Value ($000) $7 Shares 200 Est. Cost $38.14 Unrealized -8.4%
MAR Marriott Intl Inc New Cl A 0.0%
Value ($000) $7 Shares 56 Est. Cost $120.17 Unrealized -7.2%
Alps ETF Tr Alerian MLP ETF 0.0%
Value ($000) $7 Shares 700 Est. Cost $10.78 Unrealized
WY Weyerhaeuser Common 0.0%
Value ($000) $7 Shares 250 Est. Cost $25.74 Unrealized -25.1%
ECL Ecolab Inc 0.0%
Value ($000) $7 Shares 38 Est. Cost $121.85 Unrealized +23.9%
IGE IShares S&P North American Natural Res ETF 0.0%
Value ($000) $7 Shares 220 Est. Cost $31.82 Unrealized
VOD Vodafone Group Plc New Sponsored ADR 0.0%
Value ($000) $7 Shares 375 Est. Cost $24.71 Unrealized
VEA Vanguard Tax-mgd Intl Fd Ftse Dev Mkts ETF 0.0%
Value ($000) $7 Shares 170 Est. Cost $46.61 Unrealized
IJR Ishares S&P Small Cap 600 Index Fund 0.0%
Value ($000) $6 Shares 76 Est. Cost $78.95 Unrealized
TEVA Teva Pharmacuticals Industry 0.0%
Value ($000) $6 Shares 400 Est. Cost $18.33 Unrealized
ADBE Adobe Systems Incorporated Delaware 0.0%
Value ($000) $6 Shares 22 Est. Cost $236.55 Unrealized +6.6%
Arconic Inc Common 0.0%
Value ($000) $6 Shares 333 Est. Cost $22.92 Unrealized
CPA COPA Holdings Sa Class A Common 0.0%
Value ($000) $6 Shares 80 Est. Cost $63.78 Unrealized +13.4%
CTBI Community Trust Bancorp Inc Common 0.0%
Value ($000) $6 Shares 158 Est. Cost $31.43 Unrealized 0.0%
EBAY Ebay Inc 0.0%
Value ($000) $5 Shares 128 Est. Cost $30.84 Unrealized +0.3%
HCP Inc Common 0.0%
Value ($000) $5 Shares 150 Est. Cost $25.71 Unrealized
ITT ITT Inc Common 0.0%
Value ($000) $5 Shares 85 Est. Cost $57.73 Unrealized -5.4%
PBD Invesco Global Clean Energy ETF 0.0%
Value ($000) $4 Shares 350 Est. Cost $11.43 Unrealized
Atlas Air World Holding 0.0%
Value ($000) $4 Shares 85 Est. Cost $58.82 Unrealized
QCOM Qualcomm Incorporated 0.0%
Value ($000) $4 Shares 70 Est. Cost $50.85 Unrealized -10.1%
AWK American Water Works Co Inc 0.0%
Value ($000) $4 Shares 35 Est. Cost $83.53 Unrealized +3.3%
HOG Harley Davidson 0.0%
Value ($000) $4 Shares 100 Est. Cost $48.62 Unrealized -25.1%
Blackstone Group L P Common Unit Repstg Ltd 0.0%
Value ($000) $4 Shares 125 Est. Cost $40.00 Unrealized
FTV Fortive Corporation 0.0%
Value ($000) $4 Shares 45 Est. Cost $47.35 Unrealized 0.0%
BHF Brighthouse Finl Inc Common 0.0%
Value ($000) $4 Shares 123 Est. Cost $59.17 Unrealized -36.7%
VTEB Vanguard Tax-Ex Bond Index Muni Bnd ETF 0.0%
Value ($000) $4 Shares 71 Est. Cost $56.34 Unrealized
CENX Century Aluminum Co 0.0%
Value ($000) $4 Shares 500 Est. Cost $15.31 Unrealized -43.5%
GLW Corning Incorporated 0.0%
Value ($000) $3 Shares 100 Est. Cost $25.23 Unrealized +7.2%
RWO SPDR Dow Jones Global Real Estate ETF 0.0%
Value ($000) $3 Shares 60 Est. Cost $50.00 Unrealized
Fiat Chrysler Automobiles N V Shs 0.0%
Value ($000) $3 Shares 200 Est. Cost $20.00 Unrealized
Apache Corp 0.0%
Value ($000) $3 Shares 100 Est. Cost $42.50 Unrealized
Bed Bath & Beyond Inc Common 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
TAK Takeda Pharmaceutical Co LTD ADR 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
BUD Anheuser Busch Inbev Sa/nv Sponsored ADR 0.0%
Value ($000) $2 Shares 25 Est. Cost $120.00 Unrealized
Senior Hsg PPTYS Tr 0.0%
Value ($000) $2 Shares 150 Est. Cost $20.00 Unrealized
PNR Pentair PLC 0.0%
Value ($000) $2 Shares 50 Est. Cost $41.85 Unrealized -9.9%
FNDX Schwab Fundamental US Large Co Index ETF 0.0%
Value ($000) $2 Shares 52 Est. Cost $38.46 Unrealized
SCHP Schwab US Tips ETF 0.0%
Value ($000) $2 Shares 33 Est. Cost $60.61 Unrealized
Uniti Group Inc Common 0.0%
Value ($000) $2 Shares 214 Est. Cost $19.86 Unrealized
EFV Ishares Msci Eafe Value Index Fund 0.0%
Value ($000) $2 Shares 36 Est. Cost $54.55 Unrealized
KHC Kraft Heinz Co 0.0%
Value ($000) $2 Shares 60 Est. Cost $53.39 Unrealized -45.5%
BSV Vanguard Bond Index ETF 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
L Brands Inc Corp Common 0.0%
Value ($000) $1 Shares 50 Est. Cost $25.33 Unrealized
Gabelli Global Small & Mid Capvalue Tr Com 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
Opiant Pharmaceuticals Inc 0.0%
Value ($000) $1 Shares 100 Est. Cost $20.00 Unrealized
NVT Nvent Electric PLC 0.0%
Value ($000) $1 Shares 50 Est. Cost $21.84 Unrealized +1.8%
Papa Murphy's Holdings Inc Common 0.0%
Value ($000) $1 Shares 100 Est. Cost Unrealized
FNDF Schwab Fundamental Intl Large Co Index ETF 0.0%
Value ($000) $1 Shares 47 Est. Cost $21.28 Unrealized
Cypress Semiconductor Corp 0.0%
Value ($000) $1 Shares 100 Est. Cost $20.00 Unrealized
HYLB Xtrackers Usd High Yld Corporate Bd ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
SCHH Schwab Strategic Tr ETF 0.0%
Value ($000) $1 Shares 14 Est. Cost $71.43 Unrealized
CXW Corecivic Inc Common 0.0%
Value ($000) $1 Shares 63 Est. Cost $18.84 Unrealized -8.2%
FNDC Schwab Fundamental Intl Small Co Index ETF 0.0%
Value ($000) $1 Shares 23 Est. Cost $43.48 Unrealized
FNDE Schwab Fundamental Em Large Co Index ETF 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
SCHF Schwab Strategic Trust International Equity ETF 0.0%
Value ($000) $1 Shares 24 Est. Cost $41.67 Unrealized
FNDA Schwab Fundamental US Small Co Index ETF 0.0%
Value ($000) $1 Shares 29 Est. Cost $34.48 Unrealized
SCHA Schwab US Small-cap ETF Small Cap 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
SCHX Schwab US Large-cap ETF Large Cap 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
CNA CNA Financial Corp Common 0.0%
Value ($000) $0 Shares 3 Est. Cost $26.91 Unrealized 0.0%
SCHC Schwab US Large Cap ETF Int'l Small Eqty 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized
SCHE Schwab Emerging Markets Equity ETF 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
EBND Spdr Bbg Barclays Emerging Mkts Local Bd ETF 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
Rite Aid 0.0%
Value ($000) $0 Shares 500 Est. Cost $1.92 Unrealized
Sequential Brands Group Inc NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
HST Host Hotel & Resorts, Inc 0.0%
Value ($000) $0 Shares 44 Est. Cost $14.30 Unrealized 0.0%
Halcon Res Corp Common 0.0%
Value ($000) $0 Shares 58 Est. Cost Unrealized
Sunpower Corp 0.0%
Value ($000) $0 Shares 27 Est. Cost Unrealized
VAC Marriott Vacations Worldwide Corp Common 0.0%
Value ($000) $0 Shares 4 Est. Cost $118.20 Unrealized -24.0%
Marathon Oil Corp Com 0.0%
Value ($000) $0 Shares 26 Est. Cost $19.35 Unrealized
VNQI Vanguard Global Ex US Real Estate ETF 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
EMLC Vaneck Vectors JP Morgan Em Loc Curr Bd ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
VVX Vectrus Inc Common 0.0%
Value ($000) $0 Shares 9 Est. Cost $32.25 Unrealized -19.9%
Ishares Gold Trust ETF 0.0%
Value ($000) $0 Shares 34 Est. Cost Unrealized