Independence Bank of Kentucky Diversified Active

CIK: 0001730479 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 26, 2021

Total Value ($000): $231,176 (100.0% shares, 0.0% debt)

Holdings (396)

AAPL Apple Incorporated 4.6%
Value ($000) $10,738 Shares 75,885 Est. Cost $88.50 Unrealized +62.6%
SPY S&P 500 Tr UTS Unit 1 Ser 4.0%
Value ($000) $9,236 Shares 21,522 Est. Cost $342.78 Unrealized
GOOGL Alphabet Inc Class A 2.9%
Value ($000) $6,673 Shares 2,496 Est. Cost $51.93 Unrealized +160.1%
EFA Ishares Tr MSCI EAFE Index 2.7%
Value ($000) $6,278 Shares 80,481 Est. Cost $68.93 Unrealized
PG Procter & Gamble Co 2.2%
Value ($000) $5,146 Shares 36,812 Est. Cost $79.19 Unrealized +60.7%
AMZN Amazon Com Inc 2.2%
Value ($000) $5,125 Shares 1,560 Est. Cost $79.16 Unrealized +117.9%
VCIT Vanguard Intermediate-Term Corp Bond Index Fund 2.1%
Value ($000) $4,877 Shares 51,657 Est. Cost $93.15 Unrealized
JPM J P Morgan Chase & Co 1.9%
Value ($000) $4,352 Shares 26,587 Est. Cost $85.45 Unrealized +64.2%
JNJ Johnson & Johnson 1.9%
Value ($000) $4,300 Shares 26,628 Est. Cost $113.67 Unrealized +32.2%
EEM Ishares MSCI Emerging Mkts Index Fund 1.9%
Value ($000) $4,294 Shares 85,227 Est. Cost $49.90 Unrealized
MSFT Microsoft Corp 1.7%
Value ($000) $3,960 Shares 14,046 Est. Cost $96.43 Unrealized +191.1%
META Facebook Inc 1.7%
Value ($000) $3,892 Shares 11,469 Est. Cost $183.63 Unrealized +94.8%
VCLT Vanguard Long-Term Corp Bond Index Fund 1.6%
Value ($000) $3,697 Shares 35,012 Est. Cost $105.73 Unrealized
PFF Ishares Trust Pfd & Income Securities ETF 1.5%
Value ($000) $3,528 Shares 90,910 Est. Cost $37.03 Unrealized
V Visa Inc 1.5%
Value ($000) $3,405 Shares 15,284 Est. Cost $133.69 Unrealized +69.8%
IWM Russell 2000 Index Fund 1.5%
Value ($000) $3,378 Shares 15,440 Est. Cost $180.71 Unrealized
IWR Ishares Russell Midcap Index 1.4%
Value ($000) $3,294 Shares 42,109 Est. Cost $61.39 Unrealized
PFE Pfizer Inc 1.4%
Value ($000) $3,164 Shares 73,562 Est. Cost $24.56 Unrealized +45.2%
IGHG Proshares Investment Grade Interest Rate Hedged ETF 1.3%
Value ($000) $3,076 Shares 40,675 Est. Cost $75.62 Unrealized
GLD SPDR Gold Tr 1.3%
Value ($000) $3,050 Shares 18,570 Est. Cost $163.48 Unrealized
INTC Intel Corporation 1.3%
Value ($000) $3,031 Shares 56,879 Est. Cost $37.90 Unrealized +31.4%
CRM Salesforce Common Inc 1.3%
Value ($000) $2,977 Shares 10,977 Est. Cost $156.77 Unrealized +60.0%
USB US Bancorp Del 1.3%
Value ($000) $2,966 Shares 49,893 Est. Cost $38.42 Unrealized +21.5%
LOW Lowes Cos Inc 1.3%
Value ($000) $2,934 Shares 14,461 Est. Cost $77.18 Unrealized +137.8%
VNQ Vanguard Real Estate ETF 1.1%
Value ($000) $2,511 Shares 24,668 Est. Cost $82.96 Unrealized
XOM Exxon Mobil Corp 1.0%
Value ($000) $2,379 Shares 40,449 Est. Cost $46.59 Unrealized +4.0%
TFC Truist Financial Corp Common 1.0%
Value ($000) $2,295 Shares 39,123 Est. Cost $40.72 Unrealized +10.8%
TJX TJX Companies Inc 1.0%
Value ($000) $2,293 Shares 34,760 Est. Cost $48.18 Unrealized +35.8%
CVS CVS Health Corporation 1.0%
Value ($000) $2,266 Shares 26,699 Est. Cost $51.73 Unrealized +40.2%
UPS United Parcel Service 0.9%
Value ($000) $2,187 Shares 12,011 Est. Cost $87.34 Unrealized +86.3%
VOO Vanguard S&P 500 Index ETF 0.9%
Value ($000) $2,185 Shares 5,539 Est. Cost $290.09 Unrealized
CVX Chevron Corporation 0.9%
Value ($000) $2,133 Shares 21,021 Est. Cost $81.88 Unrealized +1.8%
PEP Pepsico Inc 0.9%
Value ($000) $2,129 Shares 14,156 Est. Cost $92.49 Unrealized +46.0%
ZBH Zimmer Biomet Holdings Inc 0.9%
Value ($000) $2,105 Shares 14,380 Est. Cost $114.36 Unrealized +23.9%
GUNR Flexshares Morningstar Global Natural Res ETF 0.9%
Value ($000) $2,087 Shares 57,025 Est. Cost $36.22 Unrealized
NFRA Flexshares Global Broad Infrastracture Common 0.9%
Value ($000) $2,083 Shares 37,350 Est. Cost $56.47 Unrealized
ALL Allstate Corp 0.8%
Value ($000) $1,929 Shares 15,150 Est. Cost $85.29 Unrealized +39.1%
MMM 3M Company 0.8%
Value ($000) $1,846 Shares 10,521 Est. Cost $124.76 Unrealized +10.1%
KO Coca Cola Co 0.8%
Value ($000) $1,803 Shares 34,365 Est. Cost $36.74 Unrealized +32.8%
IWV Ishares Tr Russell 3000 ETF 0.8%
Value ($000) $1,796 Shares 7,047 Est. Cost $189.91 Unrealized
ICE Intercontinental Exchange Inc 0.7%
Value ($000) $1,711 Shares 14,903 Est. Cost $67.05 Unrealized +67.1%
VZ Verizon Communications Inc Usd 1 0.7%
Value ($000) $1,643 Shares 30,416 Est. Cost $35.53 Unrealized +19.1%
XLE Energy Sel Sect SPDR FD 0.7%
Value ($000) $1,631 Shares 31,305 Est. Cost $45.43 Unrealized
LMT Lockheed Martin Corp 0.7%
Value ($000) $1,620 Shares 4,694 Est. Cost $312.64 Unrealized +2.6%
VCSH Vanguard Short-Term Corp Index Fund 0.7%
Value ($000) $1,565 Shares 18,996 Est. Cost $81.37 Unrealized
GD General Dynamics Corp 0.7%
Value ($000) $1,561 Shares 7,964 Est. Cost $138.83 Unrealized +28.6%
VB Vanguard Small Cap ETF 0.6%
Value ($000) $1,395 Shares 6,379 Est. Cost $151.58 Unrealized
ABBV Abbvie Inc Com 0.6%
Value ($000) $1,377 Shares 12,770 Est. Cost $66.84 Unrealized +45.4%
DIS Disney (Walt) Company 0.6%
Value ($000) $1,361 Shares 8,045 Est. Cost $102.48 Unrealized +69.9%
SBUX Starbucks Corporation 0.6%
Value ($000) $1,330 Shares 12,060 Est. Cost $47.39 Unrealized +123.0%
MO Altria Group Inc 0.6%
Value ($000) $1,294 Shares 28,426 Est. Cost $30.70 Unrealized +10.7%
FISV Fiserv, Inc Common 0.6%
Value ($000) $1,273 Shares 11,730 Est. Cost $104.24 Unrealized +7.2%
WMT Wal Mart Inc 0.5%
Value ($000) $1,251 Shares 8,975 Est. Cost $27.19 Unrealized +67.3%
VXUS Vanguard Total International Stock Index ETF 0.5%
Value ($000) $1,217 Shares 19,242 Est. Cost $51.99 Unrealized
IBM International Business Machs 0.5%
Value ($000) $1,200 Shares 8,638 Est. Cost $98.09 Unrealized +14.3%
PGX Invesco Exchange Traded PFD II 0.5%
Value ($000) $1,193 Shares 79,385 Est. Cost $14.14 Unrealized
WM Waste Management Inc New 0.5%
Value ($000) $1,181 Shares 7,905 Est. Cost $84.06 Unrealized +66.2%
Glaxosmithkline PLC Sponsored ADR 0.5%
Value ($000) $1,181 Shares 30,919 Est. Cost $37.37 Unrealized
Activision Blizzard Inc 0.5%
Value ($000) $1,130 Shares 14,602 Est. Cost $81.58 Unrealized
HON Honeywell, Inc 0.5%
Value ($000) $1,128 Shares 5,314 Est. Cost $123.71 Unrealized +57.3%
DUK Duke Energy Corp New 0.5%
Value ($000) $1,103 Shares 11,298 Est. Cost $66.90 Unrealized +30.4%
PANW Palo Alto Networks Inc Common 0.5%
Value ($000) $1,062 Shares 2,218 Est. Cost $32.27 Unrealized +117.7%
ITW Illinois Tool Works Inc 0.5%
Value ($000) $1,051 Shares 5,088 Est. Cost $121.78 Unrealized +66.6%
MRK Merck & Co Inc New Com 0.5%
Value ($000) $1,049 Shares 13,960 Est. Cost $48.87 Unrealized +35.3%
ABT Abbott Labs 0.5%
Value ($000) $1,044 Shares 8,834 Est. Cost $59.42 Unrealized +91.0%
DG Dollar General Corp 0.4%
Value ($000) $1,026 Shares 4,837 Est. Cost $81.60 Unrealized +157.9%
MCD McDonalds Corp 0.4%
Value ($000) $994 Shares 4,124 Est. Cost $165.42 Unrealized +30.5%
ICLN Ishares Global Clean Energy ETF 0.4%
Value ($000) $993 Shares 45,875 Est. Cost $22.39 Unrealized
IWF Ishares Tr Russell 1000 Growth 0.4%
Value ($000) $967 Shares 3,527 Est. Cost $190.04 Unrealized
IEFA Ishares Tr Core MSCI EAFE ETF 0.4%
Value ($000) $959 Shares 12,913 Est. Cost $63.68 Unrealized
T AT&T Inc 0.4%
Value ($000) $955 Shares 35,372 Est. Cost $15.29 Unrealized +5.1%
BMY Bristol Myers Squibb Co 0.4%
Value ($000) $948 Shares 16,014 Est. Cost $45.42 Unrealized +20.7%
VTI Vanguard Total Stock Market ETF 0.4%
Value ($000) $945 Shares 4,254 Est. Cost $138.04 Unrealized
LLY Lilly Eli & Co 0.4%
Value ($000) $911 Shares 3,942 Est. Cost $89.14 Unrealized +165.5%
BA Boeing Company 0.4%
Value ($000) $868 Shares 3,946 Est. Cost $260.92 Unrealized -14.5%
UNP Union Pacific Corporation 0.4%
Value ($000) $867 Shares 4,425 Est. Cost $133.43 Unrealized +46.3%
FDX FedEx Corporation 0.4%
Value ($000) $861 Shares 3,928 Est. Cost $248.25 Unrealized -0.1%
HD Home Depot Inc 0.4%
Value ($000) $852 Shares 2,595 Est. Cost $155.11 Unrealized +89.9%
ORCL Oracle Corp 0.4%
Value ($000) $845 Shares 9,697 Est. Cost $49.00 Unrealized +70.1%
LQD iShares iBoxx $ Invst Gr Corp Bd ETF 0.4%
Value ($000) $844 Shares 6,341 Est. Cost $136.43 Unrealized
QQQ Invesco QQQ Tr Unit Ser 1 0.4%
Value ($000) $839 Shares 2,345 Est. Cost $262.21 Unrealized
VO Vanguard Mid Cap ETF 0.4%
Value ($000) $837 Shares 3,534 Est. Cost $170.83 Unrealized
MDLZ Mondelez International Inc 0.3%
Value ($000) $779 Shares 13,395 Est. Cost $38.77 Unrealized +43.0%
VGLT Vanguard Gov't Long-Term Treasury ETF 0.3%
Value ($000) $778 Shares 8,875 Est. Cost $99.48 Unrealized
IEMG Ishares Inc Core MSCI Emerging Mkts ETF 0.3%
Value ($000) $762 Shares 12,333 Est. Cost $55.10 Unrealized
ATO ATMOS Energy Corp 0.3%
Value ($000) $727 Shares 8,240 Est. Cost $84.09 Unrealized +3.0%
DHR Danaher Corp 0.3%
Value ($000) $716 Shares 2,353 Est. Cost $78.23 Unrealized +241.0%
UNH United Health Group Inc 0.3%
Value ($000) $713 Shares 1,826 Est. Cost $215.58 Unrealized +78.5%
IP International Paper 0.3%
Value ($000) $678 Shares 12,130 Est. Cost $35.03 Unrealized +31.0%
VEA Vanguard Tax-mgd Intl Fd Ftse Dev Mkts ETF 0.3%
Value ($000) $678 Shares 13,421 Est. Cost $46.30 Unrealized
CMCSA Comcast Corporation (New) 0.3%
Value ($000) $662 Shares 11,840 Est. Cost $40.19 Unrealized +27.8%
C Citigroup Inc Com New 0.3%
Value ($000) $647 Shares 9,218 Est. Cost $55.03 Unrealized +8.5%
NEE Nextera Energy Inc 0.3%
Value ($000) $640 Shares 8,148 Est. Cost $60.17 Unrealized +19.4%
BAC Bank of America Corporation 0.3%
Value ($000) $628 Shares 14,801 Est. Cost $22.80 Unrealized +58.3%
CSCO Cisco Systems Inc 0.3%
Value ($000) $624 Shares 11,467 Est. Cost $31.65 Unrealized +55.6%
PAYX Paychex Inc 0.3%
Value ($000) $619 Shares 5,505 Est. Cost $64.37 Unrealized +54.2%
IDU Ishares DJ US Utilities Sctr 0.3%
Value ($000) $598 Shares 7,573 Est. Cost $105.08 Unrealized
GIS General Mills 0.2%
Value ($000) $577 Shares 9,638 Est. Cost $43.62 Unrealized +16.9%
TAN Invesco Solar ETF 0.2%
Value ($000) $552 Shares 6,910 Est. Cost $87.47 Unrealized
VYM Vanguard High Dividend Yield ETF 0.2%
Value ($000) $548 Shares 5,300 Est. Cost $86.15 Unrealized
APD Air Products and Chemicals 0.2%
Value ($000) $541 Shares 2,114 Est. Cost $179.36 Unrealized +37.7%
QCOM Qualcomm Incorporated 0.2%
Value ($000) $514 Shares 3,985 Est. Cost $123.41 Unrealized +4.4%
SPGI S&P Global Inc Common 0.2%
Value ($000) $496 Shares 1,167 Est. Cost $151.96 Unrealized +174.9%
CATH S&P 500 Catholic Values ETF 0.2%
Value ($000) $493 Shares 9,150 Est. Cost $38.70 Unrealized
NSC Norfolk Southn Corp 0.2%
Value ($000) $490 Shares 2,050 Est. Cost $156.94 Unrealized +48.8%
GOOG Alphabet Inc Class C 0.2%
Value ($000) $482 Shares 181 Est. Cost $50.67 Unrealized +170.1%
VUG Vanguard Growth Vipers ETF 0.2%
Value ($000) $469 Shares 1,618 Est. Cost $227.44 Unrealized
AMGN Amgen Inc 0.2%
Value ($000) $442 Shares 2,080 Est. Cost $157.07 Unrealized +27.5%
PPL PPL Corporation Corp Common 0.2%
Value ($000) $435 Shares 15,585 Est. Cost $23.59 Unrealized +4.2%
DVY Ishares Dow Jones Select Divindex Fund 0.2%
Value ($000) $434 Shares 3,781 Est. Cost $87.02 Unrealized
NVDA Nvidia Corp Common 0.2%
Value ($000) $427 Shares 2,059 Est. Cost $19.51 Unrealized +6.2%
PM Philip Morris Int Inc 0.2%
Value ($000) $425 Shares 4,486 Est. Cost $61.16 Unrealized +32.5%
PYPL Paypal Holdings Inc 0.2%
Value ($000) $395 Shares 1,519 Est. Cost $123.06 Unrealized +130.0%
MUB Ishares Tr Natl Mun Bd ETF Fund 0.2%
Value ($000) $393 Shares 3,379 Est. Cost $115.74 Unrealized
TGT Target Corp 0.2%
Value ($000) $388 Shares 1,697 Est. Cost $52.00 Unrealized +322.9%
USMV Ishares Msci Usa Min Vol Factor ETF 0.2%
Value ($000) $376 Shares 5,115 Est. Cost $64.06 Unrealized
BF/B Brown Forman Corp Class B 0.2%
Value ($000) $374 Shares 5,587 Est. Cost $45.48 Unrealized +42.1%
GM General Motors 0.2%
Value ($000) $371 Shares 7,045 Est. Cost $50.14 Unrealized +2.3%
PNC PNC Financial Services Group 0.2%
Value ($000) $366 Shares 1,870 Est. Cost $104.47 Unrealized +53.9%
IWD Ishares Tr Russell 1000 Val 0.2%
Value ($000) $365 Shares 2,332 Est. Cost $137.07 Unrealized
ONB Old National Bancorp 0.2%
Value ($000) $358 Shares 21,095 Est. Cost $17.71 Unrealized -6.8%
ADP Automatic Data Processing 0.2%
Value ($000) $355 Shares 1,775 Est. Cost $126.90 Unrealized +47.9%
EBAY Ebay Inc 0.2%
Value ($000) $351 Shares 5,045 Est. Cost $47.00 Unrealized +40.7%
BUD Anheuser Busch Inbev Sa/nv Sponsored ADR 0.2%
Value ($000) $349 Shares 6,185 Est. Cost $44.63 Unrealized
SO Southern Company 0.1%
Value ($000) $339 Shares 5,470 Est. Cost $41.86 Unrealized +30.7%
CME CME Group Inc Common 0.1%
Value ($000) $322 Shares 1,665 Est. Cost $150.65 Unrealized +12.3%
KMB Kimberly-Clark Corp 0.1%
Value ($000) $322 Shares 2,435 Est. Cost $107.80 Unrealized +7.1%
AVGO Broadcom Inc 0.1%
Value ($000) $318 Shares 655 Est. Cost $20.57 Unrealized +116.2%
Blackrock Inc 0.1%
Value ($000) $314 Shares 374 Est. Cost $525.73 Unrealized
MRSH Marsh & McLennan Cos Inc Common 0.1%
Value ($000) $300 Shares 1,980 Est. Cost $96.35 Unrealized +47.0%
VBK Vanguard Small-Cap Growth ETF 0.1%
Value ($000) $292 Shares 1,041 Est. Cost $213.80 Unrealized
CB Chubb Limited, Zuerich 0.1%
Value ($000) $289 Shares 1,665 Est. Cost $133.61 Unrealized +23.5%
SYK Stryker Corp 0.1%
Value ($000) $282 Shares 1,070 Est. Cost $166.74 Unrealized +53.1%
WFC Wells Fargo & Co New 0.1%
Value ($000) $278 Shares 5,995 Est. Cost $44.81 Unrealized -7.2%
AMT American Tower REIT 0.1%
Value ($000) $270 Shares 1,016 Est. Cost $134.01 Unrealized +85.6%
MA Mastercard Inc 0.1%
Value ($000) $261 Shares 752 Est. Cost $265.22 Unrealized +33.8%
VIG Vanguard Div Appreciation ETF 0.1%
Value ($000) $258 Shares 1,677 Est. Cost $120.75 Unrealized
VGT Vanguard Information Technology ETF 0.1%
Value ($000) $257 Shares 640 Est. Cost $324.93 Unrealized
IWP iShares Russell Mid Cap Growth ETF 0.1%
Value ($000) $253 Shares 2,260 Est. Cost $128.37 Unrealized
TLT Ishares 20 Year Trsy Bond 0.1%
Value ($000) $251 Shares 1,740 Est. Cost $156.72 Unrealized
AXP American Express Company 0.1%
Value ($000) $244 Shares 1,455 Est. Cost $88.86 Unrealized +78.1%
AEP American Electric Power Co 0.1%
Value ($000) $235 Shares 2,900 Est. Cost $57.32 Unrealized +29.7%
TMO Thermo Fisher Scientific Inc 0.1%
Value ($000) $228 Shares 399 Est. Cost $256.96 Unrealized +111.1%
ETN Eaton Corporation PLC 0.1%
Value ($000) $228 Shares 1,525 Est. Cost $86.34 Unrealized +72.8%
SPXL Direxion Daily S&P 500 Bull 3x Shares ETF 0.1%
Value ($000) $225 Shares 2,100 Est. Cost $27.33 Unrealized
Linde PLC Corp 0.1%
Value ($000) $224 Shares 763 Est. Cost $227.73 Unrealized
BEN Franklin Res Inc Common 0.1%
Value ($000) $223 Shares 7,500 Est. Cost $17.10 Unrealized +45.9%
ARKK ARK Innovation ETF 0.1%
Value ($000) $222 Shares 2,013 Est. Cost $120.34 Unrealized
LIT Global X Lithium & Battery Tech ETF 0.1%
Value ($000) $222 Shares 2,710 Est. Cost $81.92 Unrealized
F Ford Motor Co 0.1%
Value ($000) $212 Shares 15,000 Est. Cost $7.96 Unrealized +29.7%
GS Goldman Sachs Group Inc 0.1%
Value ($000) $207 Shares 547 Est. Cost $204.64 Unrealized +71.0%
CSX CSX Corp 0.1%
Value ($000) $199 Shares 6,675 Est. Cost $25.25 Unrealized +19.4%
SOXX iShares Semiconductor ETF 0.1%
Value ($000) $197 Shares 442 Est. Cost $452.23 Unrealized
IWO Ishares Russell 2000 Growth ETF 0.1%
Value ($000) $191 Shares 650 Est. Cost $263.20 Unrealized
ACN Accenture PLC 0.1%
Value ($000) $190 Shares 595 Est. Cost $152.18 Unrealized +100.8%
RF Regions Financial Corp COM 0.1%
Value ($000) $184 Shares 8,623 Est. Cost $11.67 Unrealized +41.9%
CAT Caterpillar Inc 0.1%
Value ($000) $179 Shares 935 Est. Cost $120.80 Unrealized +59.0%
VEU Vanguard Ftse All World Ex US Index Fund ETF 0.1%
Value ($000) $179 Shares 2,939 Est. Cost $50.36 Unrealized
BRK/B Berkshire Hathaway Inc Del Cl B New 0.1%
Value ($000) $177 Shares 647 Est. Cost $207.86 Unrealized +35.1%
NKE Nike Inc Cl B 0.1%
Value ($000) $175 Shares 1,207 Est. Cost $70.54 Unrealized +116.2%
DEO Diageo PLC New Spons ADR 0.1%
Value ($000) $174 Shares 900 Est. Cost $145.66 Unrealized
AGG Ishares Tr Core U S Aggregate Bd ETF 0.1%
Value ($000) $163 Shares 1,423 Est. Cost $117.31 Unrealized
ITOT IShares Trust S&P 1500 Total US Stock Mkt ETF 0.1%
Value ($000) $159 Shares 1,620 Est. Cost $75.36 Unrealized
PRU Prudential Financial 0.1%
Value ($000) $156 Shares 1,487 Est. Cost $74.91 Unrealized +11.4%
NFLX Netflix Inc Common 0.1%
Value ($000) $153 Shares 251 Est. Cost $51.47 Unrealized +6.9%
DES Wisdomtree US Smallcap Dividend Fund ETF 0.1%
Value ($000) $152 Shares 4,935 Est. Cost $27.43 Unrealized
VWO Vanguard Ftse Emerging Market ETF 0.1%
Value ($000) $152 Shares 3,034 Est. Cost $48.90 Unrealized
IVV Ishares Tr Core S&P 500 ETF 0.1%
Value ($000) $147 Shares 342 Est. Cost $336.26 Unrealized
SLF Sun Life Finl Inc Common 0.1%
Value ($000) $146 Shares 2,844 Est. Cost $39.86 Unrealized +29.0%
XNTK Spdr NYSE Technology ETF 0.1%
Value ($000) $143 Shares 915 Est. Cost $118.39 Unrealized
FCOM Fidelity MSCI Communication Services Index ETF 0.1%
Value ($000) $142 Shares 2,650 Est. Cost $45.49 Unrealized
DLS Wisdomtree International Smallcap Div ETF 0.1%
Value ($000) $141 Shares 1,895 Est. Cost $63.32 Unrealized
MET Metlife Inc 0.1%
Value ($000) $139 Shares 2,247 Est. Cost $36.98 Unrealized +42.6%
Royal Dutch Shell PLC 0.1%
Value ($000) $138 Shares 3,100 Est. Cost $61.69 Unrealized
DWM Wisdomtree International Equity Fund Eqy ETF 0.1%
Value ($000) $136 Shares 2,565 Est. Cost $49.57 Unrealized
BSCR Invesco Bullet Shares 2027 Corp Bd ETF 0.1%
Value ($000) $136 Shares 6,220 Est. Cost $19.50 Unrealized
Unilever PLC ADR 0.1%
Value ($000) $136 Shares 2,505 Est. Cost $55.91 Unrealized
PSN Parsons Corp Del Common 0.1%
Value ($000) $135 Shares 3,989 Est. Cost $36.50 Unrealized 0.0%
JCI Johnson Controls International PLC Shs 0.1%
Value ($000) $134 Shares 1,970 Est. Cost $32.46 Unrealized +104.0%
MS Morgan Stanley 0.1%
Value ($000) $133 Shares 1,364 Est. Cost $45.69 Unrealized +87.6%
ECL Ecolab Inc 0.1%
Value ($000) $131 Shares 630 Est. Cost $175.87 Unrealized +18.6%
CL Colgate Palmolive Co 0.1%
Value ($000) $131 Shares 1,730 Est. Cost $59.42 Unrealized +20.6%
VHT Vanguard Health Care ETF 0.1%
Value ($000) $130 Shares 527 Est. Cost $223.91 Unrealized
LOGI Logitech International Sa, Apples Namen-akt. 0.1%
Value ($000) $130 Shares 1,450 Est. Cost $65.46 Unrealized +52.8%
DE Deere & Company 0.1%
Value ($000) $126 Shares 375 Est. Cost $141.22 Unrealized +140.3%
IYM Ishares Tr DJ Basic Material 0.1%
Value ($000) $126 Shares 1,010 Est. Cost $96.54 Unrealized
IWN Ishares Russell 2000 Val Ind 0.1%
Value ($000) $124 Shares 772 Est. Cost $130.86 Unrealized
HYG Ishares Tr Iboxx High Yld ETF 0.1%
Value ($000) $122 Shares 1,400 Est. Cost $83.52 Unrealized
BSCS Invesco Bullet Shares 2028 Corp Bd ETF 0.1%
Value ($000) $119 Shares 5,170 Est. Cost $20.41 Unrealized
D Dominion Energy Inc 0.1%
Value ($000) $117 Shares 1,602 Est. Cost $59.65 Unrealized +4.7%
MDT Medtronic PLC 0.0%
Value ($000) $115 Shares 915 Est. Cost $68.79 Unrealized +64.9%
VIS Vanguard Industrials ETF 0.0%
Value ($000) $115 Shares 610 Est. Cost $170.49 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $111 Shares 495 Est. Cost $134.86 Unrealized +56.0%
SHOP Shopify Inc 0.0%
Value ($000) $110 Shares 81 Est. Cost $134.88 Unrealized +11.1%
HSY The Hershey Company 0.0%
Value ($000) $104 Shares 615 Est. Cost $90.64 Unrealized +75.2%
EFG Ishares MSCI EAFE Growth Index Fund 0.0%
Value ($000) $101 Shares 944 Est. Cost $82.58 Unrealized
LEN Lennar Corp Class A 0.0%
Value ($000) $101 Shares 1,082 Est. Cost $52.05 Unrealized +78.3%
XLY Consumer Discretionary Select Sector SPDR ETF 0.0%
Value ($000) $100 Shares 560 Est. Cost $160.28 Unrealized
TSLA Tesla Inc 0.0%
Value ($000) $98 Shares 126 Est. Cost $164.62 Unrealized +43.0%
Kelloggs 0.0%
Value ($000) $93 Shares 1,460 Est. Cost $47.62 Unrealized +7.9%
PPG PPG Industries Inc 0.0%
Value ($000) $93 Shares 650 Est. Cost $102.71 Unrealized +42.8%
IYF Ishares Trust DJ US Financial Financials ETF 0.0%
Value ($000) $92 Shares 1,118 Est. Cost $67.08 Unrealized
SYY Sysco Corp 0.0%
Value ($000) $91 Shares 1,160 Est. Cost $51.25 Unrealized +32.2%
BSCQ Invesco Bullet Shares 2026 Corp Bd ETF 0.0%
Value ($000) $91 Shares 4,230 Est. Cost $19.41 Unrealized
SCZ Ishares Tr MSCI EAFE Small Cap ETF 0.0%
Value ($000) $90 Shares 1,203 Est. Cost $65.57 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $90 Shares 2,123 Est. Cost $21.82 Unrealized +48.0%
MCHP Microchip Tech Inc 0.0%
Value ($000) $90 Shares 585 Est. Cost $39.47 Unrealized +72.9%
EOG EOG Resources Inc Common 0.0%
Value ($000) $84 Shares 1,050 Est. Cost $65.05 Unrealized -9.6%
RTX Raytheon Technologies Corp Common 0.0%
Value ($000) $84 Shares 979 Est. Cost $76.55 Unrealized +1.1%
IJK Ishares Tr S&P Midcap 400 Growth ETF 0.0%
Value ($000) $82 Shares 1,032 Est. Cost $95.58 Unrealized
DOW Dow Inc Corp Common 0.0%
Value ($000) $80 Shares 1,386 Est. Cost $35.80 Unrealized +33.5%
COST Costco Wholesale Corp Com 0.0%
Value ($000) $76 Shares 170 Est. Cost $312.30 Unrealized +33.9%
SJM Smucker J M Common New 0.0%
Value ($000) $74 Shares 615 Est. Cost $86.91 Unrealized +26.3%
ELV Anthem Inc Common 0.0%
Value ($000) $74 Shares 198 Est. Cost $208.39 Unrealized +71.6%
Discover Finl Svcs Common 0.0%
Value ($000) $74 Shares 600 Est. Cost $76.80 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $73 Shares 740 Est. Cost $48.88 Unrealized +103.1%
EEMV Ishares Msci Emerging Markets Min Vol Factor ETF 0.0%
Value ($000) $73 Shares 1,170 Est. Cost $57.35 Unrealized
ENB Enbridge Inc Common 0.0%
Value ($000) $72 Shares 1,800 Est. Cost $25.67 Unrealized +15.7%
Royal Dutch Shell PLC Sponsored ADR B Shs 0.0%
Value ($000) $72 Shares 1,625 Est. Cost $62.75 Unrealized
Invesco Bullet Shares 2025 Corp Bd ETF 0.0%
Value ($000) $71 Shares 3,200 Est. Cost $20.74 Unrealized
Invesco Bullet Shares 2024 Corp Bd ETF 0.0%
Value ($000) $71 Shares 3,200 Est. Cost $20.70 Unrealized
CI Cigna Corp Common 0.0%
Value ($000) $68 Shares 341 Est. Cost $169.49 Unrealized +18.5%
WEC Wec Energy Group Inc 0.0%
Value ($000) $67 Shares 756 Est. Cost $59.04 Unrealized +36.9%
TMUS T-mobile US Inc Common 0.0%
Value ($000) $66 Shares 515 Est. Cost $91.54 Unrealized +47.0%
EMR Emerson Electric Company 0.0%
Value ($000) $66 Shares 700 Est. Cost $52.06 Unrealized +75.2%
IGM Ishares Expanded Tech Sector ETF 0.0%
Value ($000) $65 Shares 160 Est. Cost $168.75 Unrealized
NVS Novartis AG Spons ADR 0.0%
Value ($000) $63 Shares 768 Est. Cost $86.97 Unrealized
Walgreens Boots Alliance Inc 0.0%
Value ($000) $61 Shares 1,305 Est. Cost $63.55 Unrealized
SEDG SolarEdge Technologies Inc. 0.0%
Value ($000) $60 Shares 225 Est. Cost $276.37 Unrealized -1.5%
HYD Vaneck High Yield Muni ETF 0.0%
Value ($000) $60 Shares 960 Est. Cost $62.50 Unrealized
ROK Rockwell Automation Inc 0.0%
Value ($000) $59 Shares 200 Est. Cost $163.96 Unrealized +73.6%
TECL Direxion Daily Technology Bull 3X ETF 0.0%
Value ($000) $58 Shares 1,025 Est. Cost $55.61 Unrealized
IVW Ishares Trust S&P 500 Growth ETF 0.0%
Value ($000) $57 Shares 772 Est. Cost $103.82 Unrealized
KLAC Kla-tencor Corp Common 0.0%
Value ($000) $57 Shares 170 Est. Cost $129.13 Unrealized +146.8%
TM Toyota Mtr Corp ADR 2 0.0%
Value ($000) $56 Shares 315 Est. Cost $133.69 Unrealized
BLV Vanguard Long-term Bond Index Fund ETF 0.0%
Value ($000) $55 Shares 541 Est. Cost $106.08 Unrealized
DON Wisdomtree US Midcap Dividend Fund ETF 0.0%
Value ($000) $54 Shares 1,300 Est. Cost $36.36 Unrealized
VOT Vanguard Mid-Cap Growth Index ETF 0.0%
Value ($000) $54 Shares 230 Est. Cost $141.40 Unrealized
XLF Sector SPDR Tr Financial 0.0%
Value ($000) $51 Shares 1,370 Est. Cost $27.99 Unrealized
TSN Tyson Foods Inc Class A 0.0%
Value ($000) $49 Shares 625 Est. Cost $61.10 Unrealized +7.7%
NOC Northrop Grumman Corp Common 0.0%
Value ($000) $48 Shares 134 Est. Cost $336.41 Unrealized 0.0%
IWS IShares Russell Mid-cap Value ETF 0.0%
Value ($000) $48 Shares 422 Est. Cost $116.11 Unrealized
IJJ Ishares Tr S&P Mid Cap 400 Value ETF 0.0%
Value ($000) $48 Shares 466 Est. Cost $114.34 Unrealized
IGSB Ishares Trust Corporate Bond ETF 0.0%
Value ($000) $47 Shares 864 Est. Cost $78.13 Unrealized
JNK SPDR Bloomberg Barclays High Yield Bond ETF 0.0%
Value ($000) $47 Shares 434 Est. Cost $106.60 Unrealized
CTSH Cognizant Technlogy Sol 0.0%
Value ($000) $47 Shares 630 Est. Cost $56.31 Unrealized +22.2%
SLV Ishares Silver Tr 0.0%
Value ($000) $47 Shares 2,300 Est. Cost $15.23 Unrealized
GABC German Amern Bancorp Inc Common 0.0%
Value ($000) $46 Shares 1,200 Est. Cost $26.01 Unrealized +25.4%
JKS Jinkosolar Holding Co Ltd Hldg ADR Rep 4 Corp Common 0.0%
Value ($000) $46 Shares 1,000 Est. Cost $42.00 Unrealized
SLB Schlumberger LTD 0.0%
Value ($000) $46 Shares 1,555 Est. Cost $49.79 Unrealized -47.8%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $45 Shares 730 Est. Cost $45.75 Unrealized +13.2%
FCX Freeport-McMoran Inc 0.0%
Value ($000) $43 Shares 1,330 Est. Cost $18.57 Unrealized +78.2%
IJH Ishares Tr Core S&P Mid-Cap ETF 0.0%
Value ($000) $43 Shares 162 Est. Cost $199.73 Unrealized
Invesco Bullet Shares 2023 Corp Bd ETF 0.0%
Value ($000) $41 Shares 1,900 Est. Cost $21.57 Unrealized
Invesco Bullet Shares 2022 Corp Bd ETF 0.0%
Value ($000) $41 Shares 1,900 Est. Cost $20.89 Unrealized
AZN Astrazeneca PLC ADR 0.0%
Value ($000) $40 Shares 660 Est. Cost $48.48 Unrealized
Western Asset Managed Muns Fd Inc Common 0.0%
Value ($000) $40 Shares 3,000 Est. Cost $14.00 Unrealized
XPO XPO Logistics Inc 0.0%
Value ($000) $40 Shares 500 Est. Cost $50.12 Unrealized 0.0%
QABA First Tr Nasdaq ABA Cmnty Bk Index Fund 0.0%
Value ($000) $39 Shares 700 Est. Cost $52.86 Unrealized
XLP Consumer Staples Select Sector SPDR ETF 0.0%
Value ($000) $39 Shares 560 Est. Cost $66.98 Unrealized
ASH Ashland Global Hldgs 0.0%
Value ($000) $39 Shares 435 Est. Cost $62.25 Unrealized +29.8%
PGF Invesco Exchange-Traded Fd Tr Finl PFD ETF 0.0%
Value ($000) $39 Shares 2,050 Est. Cost $18.50 Unrealized
PH Parker Hannifin Corp Common 0.0%
Value ($000) $39 Shares 140 Est. Cost $150.46 Unrealized +86.4%
DRI Darden Restaurants 0.0%
Value ($000) $38 Shares 250 Est. Cost $88.75 Unrealized +43.7%
IJT Ishares Trust S&P Small Capital 600 Growth ETF 0.0%
Value ($000) $36 Shares 280 Est. Cost $146.43 Unrealized
IVE Ishares S&P 500 Value ETF 0.0%
Value ($000) $35 Shares 241 Est. Cost $117.56 Unrealized
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $35 Shares 215 Est. Cost $86.96 Unrealized +86.1%
EVRG Evergy Inc 0.0%
Value ($000) $35 Shares 556 Est. Cost $42.74 Unrealized +28.4%
VVV Valvoline Inc 0.0%
Value ($000) $35 Shares 1,109 Est. Cost $21.83 Unrealized +42.2%
AMAT Applied Materials Inc 0.0%
Value ($000) $33 Shares 255 Est. Cost $50.32 Unrealized +159.5%
AWK American Water Works Co Inc 0.0%
Value ($000) $33 Shares 194 Est. Cost $129.21 Unrealized +23.8%
BNDX Vanguard Total International ETF 0.0%
Value ($000) $33 Shares 576 Est. Cost $57.29 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $33 Shares 475 Est. Cost $55.94 Unrealized +6.1%
SPSM SPDR Portfolio Small Cap ETF 0.0%
Value ($000) $32 Shares 757 Est. Cost $43.59 Unrealized
IJS Ishares S&P Small Cap 600 Value Index ETF 0.0%
Value ($000) $32 Shares 318 Est. Cost $100.63 Unrealized
Lam Resh Corp Common 0.0%
Value ($000) $31 Shares 55 Est. Cost $200.00 Unrealized
VAW Vanguard Materials Index Fund ETF 0.0%
Value ($000) $31 Shares 180 Est. Cost $155.34 Unrealized
VDC Vanguard Consumer Staples Index Fund ETF 0.0%
Value ($000) $30 Shares 165 Est. Cost $175.76 Unrealized
IDV Ishares International Select Div ETF 0.0%
Value ($000) $30 Shares 975 Est. Cost $30.78 Unrealized
RHI Robert Half Int'l Inc 0.0%
Value ($000) $30 Shares 300 Est. Cost $57.15 Unrealized +71.3%
NVAX Novavax, Inc Common 0.0%
Value ($000) $29 Shares 142 Est. Cost $8.46 Unrealized +2504.7%
DNP Select Income FD Inc 0.0%
Value ($000) $29 Shares 2,750 Est. Cost $12.09 Unrealized
MSI Motorola Solutions Inc Common New 0.0%
Value ($000) $29 Shares 125 Est. Cost $81.14 Unrealized +171.2%
FVRR Fiverr International Ltd 0.0%
Value ($000) $29 Shares 159 Est. Cost $180.95 Unrealized +11.3%
ACWX Ishares Msci Acwi Ex US ETF 0.0%
Value ($000) $28 Shares 511 Est. Cost $54.79 Unrealized
SHM Spdr Nuveen Barclays Capital ST Muni Bond ETF 0.0%
Value ($000) $27 Shares 545 Est. Cost $49.54 Unrealized
COP Conocophillips 0.0%
Value ($000) $27 Shares 395 Est. Cost $42.35 Unrealized +16.4%
CMG Chipotle Mexican Grill Inc Common 0.0%
Value ($000) $27 Shares 15 Est. Cost $15.81 Unrealized +130.1%
ADI Analog Devices Inc Corp Com 0.0%
Value ($000) $27 Shares 160 Est. Cost $129.23 Unrealized +20.2%
VFC V F Corp Common 0.0%
Value ($000) $25 Shares 380 Est. Cost $85.44 Unrealized -10.2%
FXH First Trust Health Care AlphaDEX Fund ETF 0.0%
Value ($000) $24 Shares 201 Est. Cost $109.45 Unrealized
SCHW Schwab Charles Corp New Common 0.0%
Value ($000) $24 Shares 325 Est. Cost $41.12 Unrealized +63.9%
NTRS Northern Trust Corp 0.0%
Value ($000) $24 Shares 225 Est. Cost $75.28 Unrealized +31.4%
VSS Vanguard FTSE All World Ex US Small Cap ETF 0.0%
Value ($000) $23 Shares 174 Est. Cost $109.00 Unrealized
VTR Ventas 0.0%
Value ($000) $22 Shares 400 Est. Cost $37.62 Unrealized +30.5%
EXC Exelon Corp 0.0%
Value ($000) $22 Shares 450 Est. Cost $21.66 Unrealized +35.2%
BIIB Biogen Incorporated 0.0%
Value ($000) $21 Shares 75 Est. Cost $319.93 Unrealized +2.4%
PINS Pinterest, Inc. 0.0%
Value ($000) $21 Shares 421 Est. Cost $59.99 Unrealized +2.4%
VPU Vanguard Utilities ETF 0.0%
Value ($000) $20 Shares 146 Est. Cost $138.07 Unrealized
Invesco BulletShares 2023 Hi Yld Corp Bd ETF 0.0%
Value ($000) $20 Shares 785 Est. Cost $25.48 Unrealized
BSJO Invesco BulletShares 2024 Hi Yld Corp Bd ETF 0.0%
Value ($000) $20 Shares 795 Est. Cost $25.16 Unrealized
Invesco BulletShares 2022 Hi Yld Corp Bd ETF 0.0%
Value ($000) $20 Shares 855 Est. Cost $23.39 Unrealized
SHYD Vaneck Short High Yield Muni ETF 0.0%
Value ($000) $19 Shares 750 Est. Cost $24.00 Unrealized
IDA Idacorp Inc 0.0%
Value ($000) $19 Shares 182 Est. Cost $93.46 Unrealized +11.8%
WIX Wix.com Ltd 0.0%
Value ($000) $19 Shares 98 Est. Cost $263.35 Unrealized -5.9%
MHK Mohawk Ind Inc 0.0%
Value ($000) $18 Shares 100 Est. Cost $166.65 Unrealized +16.3%
BDX Becton Dickinson & Co 0.0%
Value ($000) $18 Shares 75 Est. Cost $185.44 Unrealized +23.0%
ADM Archer Danels Midland 0.0%
Value ($000) $18 Shares 300 Est. Cost $32.34 Unrealized +63.8%
HUM Humana Inc 0.0%
Value ($000) $16 Shares 40 Est. Cost $230.51 Unrealized +76.5%
BAX Baxter International Inc Com 0.0%
Value ($000) $16 Shares 200 Est. Cost $55.78 Unrealized +28.3%
FFBC First Financial Bancorp Corp 0.0%
Value ($000) $16 Shares 693 Est. Cost $21.85 Unrealized -12.2%
FBIN Fortune Brands Home & Security, Inc 0.0%
Value ($000) $16 Shares 180 Est. Cost $81.33 Unrealized -4.7%
ROBT First Trust Nasdaq Al & Robotics ETF 0.0%
Value ($000) $16 Shares 300 Est. Cost $30.00 Unrealized
XLB Sector SPDR Tr FD Materials 0.0%
Value ($000) $16 Shares 200 Est. Cost $47.94 Unrealized
IYW iShrares U.S. Technology ETF 0.0%
Value ($000) $16 Shares 160 Est. Cost $134.38 Unrealized
BR Broadridge Finl Solutions Inc Common 0.0%
Value ($000) $16 Shares 95 Est. Cost $82.33 Unrealized +91.9%
CTVA Corteva Inc Com 0.0%
Value ($000) $16 Shares 375 Est. Cost $41.24 Unrealized 0.0%
CM Canadian Imperial Bank Common 0.0%
Value ($000) $16 Shares 145 Est. Cost $44.72 Unrealized +6.2%
APPN Appian Corporation 0.0%
Value ($000) $15 Shares 160 Est. Cost $110.78 Unrealized 0.0%
BX Blackstone Inc Common 0.0%
Value ($000) $15 Shares 125 Est. Cost $100.33 Unrealized 0.0%
First Midwest Bancorp Inc Del Common 0.0%
Value ($000) $15 Shares 800 Est. Cost $21.88 Unrealized
EFV Ishares MSCI EAFE Value Index Fund 0.0%
Value ($000) $14 Shares 268 Est. Cost $51.76 Unrealized
CENX Century Aluminum Co 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $14.25 Unrealized -11.8%
EPD Enterprise Products Partners LP 0.0%
Value ($000) $13 Shares 600 Est. Cost $21.67 Unrealized
AFL AFLAC Inc 0.0%
Value ($000) $13 Shares 250 Est. Cost $36.04 Unrealized +37.2%
ADBE Adobe Systems Incorporated Delaware 0.0%
Value ($000) $13 Shares 22 Est. Cost $236.55 Unrealized +166.1%
TPR Tapestry Inc Common 0.0%
Value ($000) $13 Shares 350 Est. Cost $26.16 Unrealized +39.2%
Invesco Bullet Shares 2021 Corp Bd ETF 0.0%
Value ($000) $13 Shares 600 Est. Cost $20.00 Unrealized
BCE BCE Inc Common New 0.0%
Value ($000) $12 Shares 230 Est. Cost $35.06 Unrealized +5.9%
CNC Centene Corp Del Common 0.0%
Value ($000) $12 Shares 196 Est. Cost $52.04 Unrealized +28.4%
ALC Alcon Inc Ord Shs Common 0.0%
Value ($000) $12 Shares 144 Est. Cost $56.67 Unrealized +34.1%
MKC McCormick & Co Inc Common Non Vtg 0.0%
Value ($000) $12 Shares 142 Est. Cost $78.00 Unrealized 0.0%
IYZ Ishares Tr US Telecommunications ETF 0.0%
Value ($000) $11 Shares 350 Est. Cost $28.57 Unrealized
OTTR Otter Tail Corp Common 0.0%
Value ($000) $11 Shares 200 Est. Cost $43.72 Unrealized +8.3%
BF/A Brown Forman Corp Class A 0.0%
Value ($000) $11 Shares 175 Est. Cost $44.78 Unrealized +35.8%
CTBI Community Trust Bancorp Inc Common 0.0%
Value ($000) $11 Shares 250 Est. Cost $25.28 Unrealized +33.9%
NVO Novo-nordisk A S ADR 0.0%
Value ($000) $10 Shares 100 Est. Cost $60.00 Unrealized
CCI Crown Castle Intl Corp Common 0.0%
Value ($000) $10 Shares 55 Est. Cost $150.03 Unrealized +3.9%
PSR Invesco Active US Real Estate Fund ETF 0.0%
Value ($000) $10 Shares 100 Est. Cost $80.00 Unrealized
HWM Howmet Aerospace Inc Common 0.0%
Value ($000) $10 Shares 333 Est. Cost $12.97 Unrealized +145.0%
FSLR First Solar Inc Common 0.0%
Value ($000) $10 Shares 100 Est. Cost $54.92 Unrealized +69.1%
BUSE First Busey Corp Common New 0.0%
Value ($000) $10 Shares 400 Est. Cost $20.33 Unrealized -3.6%
MRVL Marvell Technology Inc Common 0.0%
Value ($000) $9 Shares 150 Est. Cost $58.88 Unrealized 0.0%
CXSE Wisdom Tree China ETF 0.0%
Value ($000) $9 Shares 160 Est. Cost $71.88 Unrealized
WMB The Williams Co Inc 0.0%
Value ($000) $9 Shares 350 Est. Cost $18.59 Unrealized +9.7%
RCL Royal Caribbean Cruises Ltd Shs 0.0%
Value ($000) $9 Shares 100 Est. Cost $113.98 Unrealized -30.3%
ABBNY ABB LTD Spons ADR 0.0%
Value ($000) $9 Shares 260 Est. Cost $30.00 Unrealized
CARR Carrier Global Corp Common 0.0%
Value ($000) $9 Shares 181 Est. Cost $36.44 Unrealized +39.2%
SPDW SPDR Portfolio World EX-US ETF 0.0%
Value ($000) $9 Shares 261 Est. Cost $38.31 Unrealized
CLX Clorox Co Calif 0.0%
Value ($000) $9 Shares 55 Est. Cost $157.42 Unrealized -5.1%
IYR Ishares Tr Dow Jones Real ES 0.0%
Value ($000) $9 Shares 90 Est. Cost $78.95 Unrealized
PCAR Paccar Inc 0.0%
Value ($000) $8 Shares 100 Est. Cost $40.60 Unrealized +14.5%
BK Bank New York Mellon Corp 0.0%
Value ($000) $8 Shares 150 Est. Cost $42.65 Unrealized +7.6%
BOH Bank of Hawaii Corp 0.0%
Value ($000) $8 Shares 100 Est. Cost $68.79 Unrealized -0.9%
VLO Valero Energy Corp 0.0%
Value ($000) $7 Shares 100 Est. Cost $55.88 Unrealized +3.0%
BHF Brighthouse Finl Inc Common 0.0%
Value ($000) $6 Shares 123 Est. Cost $59.17 Unrealized -23.8%
XLV Select Sector Spdr Tr Health Care 0.0%
Value ($000) $6 Shares 45 Est. Cost $89.91 Unrealized
XLI Industrial Select Sector Spdr Fund Etf 0.0%
Value ($000) $6 Shares 63 Est. Cost $95.24 Unrealized
ALK Alaska Air Group Inc Corp Common 0.0%
Value ($000) $6 Shares 100 Est. Cost $67.73 Unrealized -14.9%
WTRG Essential Utilities Inc Common 0.0%
Value ($000) $5 Shares 100 Est. Cost $44.42 Unrealized +9.0%
AMLP Alps ETF Tr 0.0%
Value ($000) $5 Shares 160 Est. Cost $19.23 Unrealized
HII Huntington Ingalls Industries Inc Com 0.0%
Value ($000) $5 Shares 27 Est. Cost $183.16 Unrealized 0.0%
TXN Texas Instruments Inc 0.0%
Value ($000) $5 Shares 25 Est. Cost $116.84 Unrealized +43.8%
HAP Vaneck Natural Resources ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $33.66 Unrealized
United States Steel Common 0.0%
Value ($000) $5 Shares 225 Est. Cost $22.22 Unrealized
XYZ Square Inc Class A 0.0%
Value ($000) $5 Shares 20 Est. Cost $256.87 Unrealized 0.0%
VMC Vulcan Materials Common 0.0%
Value ($000) $4 Shares 25 Est. Cost $172.91 Unrealized 0.0%
GLW Corning Incorporated 0.0%
Value ($000) $4 Shares 100 Est. Cost $25.23 Unrealized +39.9%
OTIS Otis Worldwide Corp Common 0.0%
Value ($000) $4 Shares 51 Est. Cost $47.48 Unrealized +73.1%
ETFMG Alternative Harvest ETF 0.0%
Value ($000) $4 Shares 295 Est. Cost $18.14 Unrealized
BWA Borg-Warner Automotive Inc 0.0%
Value ($000) $4 Shares 100 Est. Cost $37.29 Unrealized 0.0%
BABA Alibaba Group Hldg Ltd Sponsored Ads 0.0%
Value ($000) $4 Shares 25 Est. Cost $160.00 Unrealized
America Movil Sab DE ADR 0.0%
Value ($000) $4 Shares 234 Est. Cost $14.52 Unrealized
HOG Harley Davidson 0.0%
Value ($000) $4 Shares 100 Est. Cost $48.62 Unrealized -17.1%
Atlas Air World Holding 0.0%
Value ($000) $4 Shares 50 Est. Cost $48.01 Unrealized
ARLP Alliance Resource Partner LP 0.0%
Value ($000) $3 Shares 275 Est. Cost $19.83 Unrealized
BHP BHP Group Limited 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
Arconic Corporation 0.0%
Value ($000) $3 Shares 83 Est. Cost $12.05 Unrealized
VTRS Viatris Inc 0.0%
Value ($000) $3 Shares 229 Est. Cost $11.87 Unrealized -1.2%
STZ Constellation Brands Common 0.0%
Value ($000) $3 Shares 15 Est. Cost $175.24 Unrealized +15.7%
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $3 Shares 17 Est. Cost $141.87 Unrealized
LZB LA-Z-Boy Inc 0.0%
Value ($000) $3 Shares 100 Est. Cost $33.53 Unrealized +2.8%
KEY KeyCorp 0.0%
Value ($000) $3 Shares 125 Est. Cost $13.07 Unrealized +24.1%
FTV Fortive Corporation 0.0%
Value ($000) $3 Shares 45 Est. Cost $47.35 Unrealized +13.5%
MU Micron Technology Inc Common 0.0%
Value ($000) $3 Shares 45 Est. Cost $73.27 Unrealized 0.0%
Bed Bath & Beyond Inc Common 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
VOE Vanguard Mid-Cap V ETF 0.0%
Value ($000) $2 Shares 14 Est. Cost $142.86 Unrealized
SPG Simon Property Group INC Prop Grp REIT 0.0%
Value ($000) $2 Shares 15 Est. Cost $102.30 Unrealized 0.0%
GNR Spdr S&P Global Natural Resources ETF 0.0%
Value ($000) $2 Shares 35 Est. Cost $48.00 Unrealized
XLU Sector SPDR Tr - Utilities 0.0%
Value ($000) $2 Shares 38 Est. Cost $52.63 Unrealized
RWO SPDR Dow Jones Global Real Estate ETF 0.0%
Value ($000) $2 Shares 40 Est. Cost $51.64 Unrealized
PSX Phillips 66 Com 0.0%
Value ($000) $1 Shares 13 Est. Cost $61.23 Unrealized 0.0%
EMB Ishares JP Morgan Usd Emerging Mkt Bond ETF 0.0%
Value ($000) $1 Shares 4 Est. Cost $250.00 Unrealized
CCL Carnival Corporation 0.0%
Value ($000) $1 Shares 24 Est. Cost $23.45 Unrealized -0.8%
HAL Halliburton Co 0.0%
Value ($000) $1 Shares 50 Est. Cost $35.93 Unrealized -47.6%
USHY Ishares Broad Usd High Yield Corp Bond ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized