Independence Bank of Kentucky Diversified Active

CIK: 0001730479 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 26, 2022

Total Value ($000): $244,735 (100.0% shares, 0.0% debt)

Holdings (395)

AAPL Apple Incorporated 5.1%
Value ($000) $12,509 Shares 70,447 Est. Cost $88.50 Unrealized +74.8%
SPY S&P 500 Tr UTS Unit 1 Ser 4.5%
Value ($000) $11,090 Shares 23,349 Est. Cost $353.12 Unrealized
GOOGL Alphabet Inc Class A 2.8%
Value ($000) $6,753 Shares 2,331 Est. Cost $51.93 Unrealized +175.3%
EFA Ishares Tr MSCI EAFE Index 2.6%
Value ($000) $6,409 Shares 81,458 Est. Cost $69.05 Unrealized
PG Procter & Gamble Co 2.3%
Value ($000) $5,737 Shares 35,070 Est. Cost $79.19 Unrealized +69.4%
AMZN Amazon Com Inc 2.1%
Value ($000) $5,138 Shares 1,541 Est. Cost $79.16 Unrealized +116.2%
VCIT Vanguard Intermediate-Term Corp Bond Index Fund 2.0%
Value ($000) $4,905 Shares 52,882 Est. Cost $93.14 Unrealized
JNJ Johnson & Johnson 1.8%
Value ($000) $4,335 Shares 25,343 Est. Cost $113.67 Unrealized +27.6%
MSFT Microsoft Corp 1.7%
Value ($000) $4,258 Shares 12,661 Est. Cost $96.43 Unrealized +225.0%
JPM J P Morgan Chase & Co 1.7%
Value ($000) $4,157 Shares 26,255 Est. Cost $85.45 Unrealized +73.0%
PFE Pfizer Inc 1.7%
Value ($000) $4,127 Shares 69,887 Est. Cost $24.56 Unrealized +63.8%
META Meta Platform, Inc. 1.7%
Value ($000) $4,053 Shares 12,050 Est. Cost $190.67 Unrealized +72.9%
IWM Russell 2000 Index Fund 1.5%
Value ($000) $3,613 Shares 16,240 Est. Cost $182.77 Unrealized
IWR Ishares Russell Midcap Index 1.5%
Value ($000) $3,565 Shares 42,944 Est. Cost $61.81 Unrealized
LOW Lowes Cos Inc 1.4%
Value ($000) $3,503 Shares 13,551 Est. Cost $77.18 Unrealized +184.8%
VCLT Vanguard Long-Term Corp Bond Index Fund 1.4%
Value ($000) $3,496 Shares 33,032 Est. Cost $105.73 Unrealized
PFF Ishares Trust Pfd & Income Securities ETF 1.4%
Value ($000) $3,445 Shares 87,360 Est. Cost $37.03 Unrealized
V Visa Inc 1.4%
Value ($000) $3,404 Shares 15,708 Est. Cost $135.70 Unrealized +53.4%
EEM Ishares MSCI Emerging Mkts Index Fund 1.3%
Value ($000) $3,197 Shares 65,437 Est. Cost $49.90 Unrealized
IGHG Proshares Investment Grade Interest Rate Hedged ETF 1.2%
Value ($000) $3,047 Shares 40,975 Est. Cost $75.62 Unrealized
GLD SPDR Gold Tr 1.2%
Value ($000) $2,952 Shares 17,270 Est. Cost $163.48 Unrealized
USB US Bancorp Del 1.1%
Value ($000) $2,767 Shares 49,260 Est. Cost $38.42 Unrealized +27.1%
TJX TJX Companies Inc 1.1%
Value ($000) $2,741 Shares 36,100 Est. Cost $48.81 Unrealized +33.7%
CRM Salesforce Common Inc 1.1%
Value ($000) $2,741 Shares 10,787 Est. Cost $156.77 Unrealized +77.1%
INTC Intel Corporation 1.1%
Value ($000) $2,730 Shares 53,009 Est. Cost $37.90 Unrealized +24.8%
VNQ Vanguard Real Estate ETF 1.1%
Value ($000) $2,641 Shares 22,768 Est. Cost $82.96 Unrealized
CVS CVS Health Corporation 1.1%
Value ($000) $2,600 Shares 25,199 Est. Cost $51.73 Unrealized +55.6%
VOO Vanguard S&P 500 Index ETF 1.0%
Value ($000) $2,560 Shares 5,865 Est. Cost $298.23 Unrealized
XOM Exxon Mobil Corp 1.0%
Value ($000) $2,419 Shares 39,533 Est. Cost $46.59 Unrealized +15.7%
CVX Chevron Corporation 1.0%
Value ($000) $2,386 Shares 20,336 Est. Cost $81.88 Unrealized +17.4%
PEP Pepsico Inc 0.9%
Value ($000) $2,314 Shares 13,321 Est. Cost $92.49 Unrealized +55.1%
GUNR Flexshares Morningstar Global Natural Res ETF 0.9%
Value ($000) $2,310 Shares 58,505 Est. Cost $36.30 Unrealized
TFC Truist Financial Corp Common 0.9%
Value ($000) $2,310 Shares 39,461 Est. Cost $40.72 Unrealized +22.1%
UPS United Parcel Service 0.9%
Value ($000) $2,309 Shares 10,772 Est. Cost $87.34 Unrealized +93.0%
ZBH Zimmer Biomet Holdings Inc 0.9%
Value ($000) $2,108 Shares 16,595 Est. Cost $115.94 Unrealized +8.9%
NFRA Flexshares Global Broad Infrastracture Common 0.9%
Value ($000) $2,082 Shares 36,295 Est. Cost $56.47 Unrealized
KO Coca Cola Co 0.8%
Value ($000) $2,044 Shares 34,515 Est. Cost $36.74 Unrealized +33.9%
IWV Ishares Tr Russell 3000 ETF 0.8%
Value ($000) $2,004 Shares 7,222 Est. Cost $192.03 Unrealized
ICE Intercontinental Exchange Inc 0.8%
Value ($000) $1,966 Shares 14,376 Est. Cost $67.05 Unrealized +87.0%
ICLN Ishares Global Clean Energy ETF 0.8%
Value ($000) $1,865 Shares 88,100 Est. Cost $21.80 Unrealized
MMM 3M Company 0.8%
Value ($000) $1,862 Shares 10,481 Est. Cost $124.76 Unrealized +2.0%
MO Altria Group Inc 0.7%
Value ($000) $1,825 Shares 38,516 Est. Cost $31.25 Unrealized +4.9%
Activision Blizzard Inc 0.7%
Value ($000) $1,809 Shares 27,192 Est. Cost $74.61 Unrealized
ALL Allstate Corp 0.7%
Value ($000) $1,724 Shares 14,655 Est. Cost $85.29 Unrealized +25.3%
VCSH Vanguard Short-Term Corp Index Fund 0.7%
Value ($000) $1,720 Shares 21,164 Est. Cost $81.36 Unrealized
LMT Lockheed Martin Corp 0.7%
Value ($000) $1,716 Shares 4,829 Est. Cost $312.54 Unrealized -1.1%
XLE Energy Sel Sect SPDR FD 0.7%
Value ($000) $1,693 Shares 30,505 Est. Cost $45.43 Unrealized
ABBV Abbvie Inc Com 0.7%
Value ($000) $1,688 Shares 12,470 Est. Cost $66.84 Unrealized +52.2%
GD General Dynamics Corp 0.7%
Value ($000) $1,646 Shares 7,894 Est. Cost $138.83 Unrealized +33.4%
VZ Verizon Communications Inc Usd 1 0.6%
Value ($000) $1,583 Shares 30,466 Est. Cost $35.53 Unrealized +13.7%
VB Vanguard Small Cap ETF 0.6%
Value ($000) $1,446 Shares 6,399 Est. Cost $151.58 Unrealized
PYPL Paypal Holdings Inc 0.6%
Value ($000) $1,441 Shares 7,639 Est. Cost $197.42 Unrealized +9.3%
FISV Fiserv, Inc Common 0.5%
Value ($000) $1,333 Shares 12,840 Est. Cost $104.17 Unrealized -0.7%
WMT Wal Mart Inc 0.5%
Value ($000) $1,293 Shares 8,933 Est. Cost $27.19 Unrealized +66.2%
SBUX Starbucks Corporation 0.5%
Value ($000) $1,246 Shares 10,650 Est. Cost $47.39 Unrealized +115.7%
VXUS Vanguard Total International Stock Index ETF 0.5%
Value ($000) $1,235 Shares 19,429 Est. Cost $51.99 Unrealized
FDX FedEx Corporation 0.5%
Value ($000) $1,191 Shares 4,603 Est. Cost $244.09 Unrealized -9.9%
PGX Invesco Exchange Traded PFD II 0.5%
Value ($000) $1,181 Shares 78,735 Est. Cost $14.14 Unrealized
PANW Palo Alto Networks Inc Common 0.5%
Value ($000) $1,157 Shares 2,078 Est. Cost $32.27 Unrealized +168.0%
ABT Abbott Labs 0.5%
Value ($000) $1,152 Shares 8,184 Est. Cost $59.42 Unrealized +99.7%
DIS Disney (Walt) Company 0.5%
Value ($000) $1,151 Shares 7,430 Est. Cost $102.48 Unrealized +54.0%
BMY Bristol Myers Squibb Co 0.5%
Value ($000) $1,150 Shares 18,439 Est. Cost $45.92 Unrealized +7.2%
Glaxosmithkline PLC Sponsored ADR 0.5%
Value ($000) $1,132 Shares 25,672 Est. Cost $37.37 Unrealized
HON Honeywell, Inc 0.5%
Value ($000) $1,110 Shares 5,324 Est. Cost $123.71 Unrealized +49.6%
IWF Ishares Tr Russell 1000 Growth 0.4%
Value ($000) $1,078 Shares 3,527 Est. Cost $190.04 Unrealized
MRK Merck & Co Inc New Com 0.4%
Value ($000) $1,072 Shares 13,985 Est. Cost $48.87 Unrealized +43.0%
DG Dollar General Corp 0.4%
Value ($000) $1,040 Shares 4,410 Est. Cost $81.60 Unrealized +152.9%
DUK Duke Energy Corp New 0.4%
Value ($000) $1,039 Shares 9,908 Est. Cost $66.90 Unrealized +29.0%
VTI Vanguard Total Stock Market ETF 0.4%
Value ($000) $1,027 Shares 4,254 Est. Cost $138.04 Unrealized
WM Waste Management Inc New 0.4%
Value ($000) $1,010 Shares 6,050 Est. Cost $84.06 Unrealized +79.3%
MCD McDonalds Corp 0.4%
Value ($000) $996 Shares 3,714 Est. Cost $165.42 Unrealized +38.8%
ITW Illinois Tool Works Inc 0.4%
Value ($000) $995 Shares 4,033 Est. Cost $121.78 Unrealized +72.7%
UNP Union Pacific Corporation 0.4%
Value ($000) $960 Shares 3,810 Est. Cost $133.43 Unrealized +61.1%
IBM International Business Machs 0.4%
Value ($000) $950 Shares 7,108 Est. Cost $98.09 Unrealized +8.6%
BA Boeing Company 0.4%
Value ($000) $948 Shares 4,711 Est. Cost $252.86 Unrealized -16.4%
LLY Lilly Eli & Co 0.4%
Value ($000) $941 Shares 3,405 Est. Cost $89.14 Unrealized +173.6%
IEFA Ishares Tr Core MSCI EAFE ETF 0.4%
Value ($000) $934 Shares 12,519 Est. Cost $63.68 Unrealized
QQQ Invesco QQQ Tr Unit Ser 1 0.4%
Value ($000) $933 Shares 2,345 Est. Cost $262.21 Unrealized
MDLZ Mondelez International Inc 0.4%
Value ($000) $916 Shares 13,820 Est. Cost $39.28 Unrealized +40.8%
VO Vanguard Mid Cap ETF 0.4%
Value ($000) $913 Shares 3,584 Est. Cost $172.00 Unrealized
HD Home Depot Inc 0.4%
Value ($000) $882 Shares 2,125 Est. Cost $155.11 Unrealized +121.2%
UNH United Health Group Inc 0.4%
Value ($000) $864 Shares 1,721 Est. Cost $215.58 Unrealized +95.8%
LQD iShares iBoxx $ Invst Gr Corp Bd ETF 0.4%
Value ($000) $860 Shares 6,488 Est. Cost $136.35 Unrealized
ORCL Oracle Corp 0.3%
Value ($000) $811 Shares 9,297 Est. Cost $49.00 Unrealized +81.5%
NVDA Nvidia Corp Common 0.3%
Value ($000) $809 Shares 2,750 Est. Cost $21.51 Unrealized +27.7%
ATO ATMOS Energy Corp 0.3%
Value ($000) $790 Shares 7,539 Est. Cost $84.09 Unrealized +1.6%
CMCSA Comcast Corporation (New) 0.3%
Value ($000) $785 Shares 15,590 Est. Cost $41.62 Unrealized +10.8%
IEMG Ishares Inc Core MSCI Emerging Mkts ETF 0.3%
Value ($000) $783 Shares 13,077 Est. Cost $55.37 Unrealized
GM General Motors 0.3%
Value ($000) $775 Shares 13,210 Est. Cost $53.04 Unrealized +6.3%
DHR Danaher Corp 0.3%
Value ($000) $764 Shares 2,323 Est. Cost $78.23 Unrealized +245.3%
NEE Nextera Energy Inc 0.3%
Value ($000) $715 Shares 7,658 Est. Cost $60.17 Unrealized +28.6%
QCOM Qualcomm Incorporated 0.3%
Value ($000) $711 Shares 3,890 Est. Cost $123.41 Unrealized +18.4%
VEA Vanguard Tax-mgd Intl Fd Ftse Dev Mkts ETF 0.3%
Value ($000) $699 Shares 13,686 Est. Cost $46.39 Unrealized
CSCO Cisco Systems Inc 0.3%
Value ($000) $693 Shares 10,942 Est. Cost $31.65 Unrealized +59.5%
IDU Ishares DJ US Utilities Sctr 0.3%
Value ($000) $647 Shares 7,313 Est. Cost $105.08 Unrealized
APD Air Products and Chemicals 0.3%
Value ($000) $645 Shares 2,119 Est. Cost $179.36 Unrealized +47.0%
C Citigroup Inc Com New 0.3%
Value ($000) $644 Shares 10,663 Est. Cost $55.32 Unrealized +3.4%
GIS General Mills 0.3%
Value ($000) $618 Shares 9,175 Est. Cost $43.62 Unrealized +26.7%
IP International Paper 0.2%
Value ($000) $593 Shares 12,625 Est. Cost $35.26 Unrealized +16.3%
NSC Norfolk Southn Corp 0.2%
Value ($000) $573 Shares 1,925 Est. Cost $156.94 Unrealized +62.6%
VYM Vanguard High Dividend Yield ETF 0.2%
Value ($000) $568 Shares 5,066 Est. Cost $86.15 Unrealized
PAYX Paychex Inc 0.2%
Value ($000) $567 Shares 4,155 Est. Cost $64.37 Unrealized +70.7%
BAC Bank of America Corporation 0.2%
Value ($000) $558 Shares 12,551 Est. Cost $22.80 Unrealized +79.9%
SPGI S&P Global Inc Common 0.2%
Value ($000) $551 Shares 1,167 Est. Cost $151.96 Unrealized +190.8%
CATH S&P 500 Catholic Values ETF 0.2%
Value ($000) $539 Shares 9,150 Est. Cost $38.70 Unrealized
TAN Invesco Solar ETF 0.2%
Value ($000) $532 Shares 6,910 Est. Cost $87.47 Unrealized
VUG Vanguard Growth Vipers ETF 0.2%
Value ($000) $519 Shares 1,618 Est. Cost $227.44 Unrealized
New Age Alpha US LargeCap Leading ETF 0.2%
Value ($000) $505 Shares 15,675 Est. Cost $32.22 Unrealized
GOOG Alphabet Inc Class C 0.2%
Value ($000) $489 Shares 169 Est. Cost $50.67 Unrealized +183.1%
AMGN Amgen Inc 0.2%
Value ($000) $477 Shares 2,120 Est. Cost $157.60 Unrealized +17.5%
DVY Ishares Dow Jones Select Divindex Fund 0.2%
Value ($000) $464 Shares 3,781 Est. Cost $87.02 Unrealized
ONB Old National Bancorp 0.2%
Value ($000) $444 Shares 24,490 Est. Cost $17.72 Unrealized +0.4%
PPL PPL Corporation Corp Common 0.2%
Value ($000) $430 Shares 14,290 Est. Cost $23.59 Unrealized +5.7%
AVGO Broadcom Inc 0.2%
Value ($000) $426 Shares 640 Est. Cost $20.57 Unrealized +151.8%
PM Philip Morris Int Inc 0.2%
Value ($000) $413 Shares 4,346 Est. Cost $61.16 Unrealized +24.8%
MUB Ishares Tr Natl Mun Bd ETF Fund 0.2%
Value ($000) $393 Shares 3,379 Est. Cost $115.74 Unrealized
IWD Ishares Tr Russell 1000 Val 0.2%
Value ($000) $392 Shares 2,332 Est. Cost $137.07 Unrealized
BF/B Brown Forman Corp Class B 0.2%
Value ($000) $390 Shares 5,347 Est. Cost $45.48 Unrealized +43.7%
CME CME Group Inc Common 0.2%
Value ($000) $380 Shares 1,665 Est. Cost $150.65 Unrealized +22.7%
PNC PNC Financial Services Group 0.2%
Value ($000) $375 Shares 1,870 Est. Cost $104.47 Unrealized +66.8%
SO Southern Company 0.1%
Value ($000) $363 Shares 5,300 Est. Cost $41.86 Unrealized +30.7%
Blackrock Inc 0.1%
Value ($000) $345 Shares 377 Est. Cost $525.73 Unrealized
VGT Vanguard Information Technology ETF 0.1%
Value ($000) $328 Shares 716 Est. Cost $339.07 Unrealized
CB Chubb Limited, Zuerich 0.1%
Value ($000) $322 Shares 1,665 Est. Cost $133.61 Unrealized +32.9%
F Ford Motor Co 0.1%
Value ($000) $316 Shares 15,200 Est. Cost $8.04 Unrealized +74.2%
T AT&T Inc 0.1%
Value ($000) $312 Shares 12,691 Est. Cost $15.29 Unrealized -4.1%
SOXX iShares Semiconductor ETF 0.1%
Value ($000) $309 Shares 570 Est. Cost $472.41 Unrealized
KMB Kimberly-Clark Corp 0.1%
Value ($000) $303 Shares 2,120 Est. Cost $107.80 Unrealized +6.9%
MRSH Marsh & McLennan Cos Inc Common 0.1%
Value ($000) $302 Shares 1,740 Est. Cost $96.35 Unrealized +62.1%
TGT Target Corp 0.1%
Value ($000) $301 Shares 1,300 Est. Cost $52.00 Unrealized +311.9%
SYK Stryker Corp 0.1%
Value ($000) $293 Shares 1,095 Est. Cost $168.66 Unrealized +48.9%
WFC Wells Fargo & Co New 0.1%
Value ($000) $293 Shares 6,115 Est. Cost $44.80 Unrealized -0.9%
BUD Anheuser Busch Inbev Sa/nv Sponsored ADR 0.1%
Value ($000) $292 Shares 4,820 Est. Cost $44.63 Unrealized
RTX Raytheon Technologies Corp Common 0.1%
Value ($000) $291 Shares 3,384 Est. Cost $78.52 Unrealized +1.0%
VBK Vanguard Small-Cap Growth ETF 0.1%
Value ($000) $289 Shares 1,024 Est. Cost $213.80 Unrealized
VIG Vanguard Div Appreciation ETF 0.1%
Value ($000) $288 Shares 1,677 Est. Cost $120.75 Unrealized
TMO Thermo Fisher Scientific Inc 0.1%
Value ($000) $280 Shares 419 Est. Cost $274.15 Unrealized +125.1%
SPXL Direxion Daily S&P 500 Bull 3x Shares ETF 0.1%
Value ($000) $272 Shares 1,900 Est. Cost $27.33 Unrealized
EBAY Ebay Inc 0.1%
Value ($000) $269 Shares 4,045 Est. Cost $47.00 Unrealized +40.5%
Linde PLC Corp 0.1%
Value ($000) $266 Shares 768 Est. Cost $227.73 Unrealized
TLT Ishares 20 Year Trsy Bond 0.1%
Value ($000) $258 Shares 1,740 Est. Cost $156.72 Unrealized
LIT Global X Lithium & Battery Tech ETF 0.1%
Value ($000) $256 Shares 3,037 Est. Cost $82.17 Unrealized
BEN Franklin Res Inc Common 0.1%
Value ($000) $251 Shares 7,500 Est. Cost $17.10 Unrealized +55.4%
IWP iShares Russell Mid Cap Growth ETF 0.1%
Value ($000) $247 Shares 2,148 Est. Cost $128.37 Unrealized
CSX CSX Corp 0.1%
Value ($000) $243 Shares 6,475 Est. Cost $25.25 Unrealized +31.8%
BRK/B Berkshire Hathaway Inc Del Cl B New 0.1%
Value ($000) $241 Shares 806 Est. Cost $223.36 Unrealized +28.2%
AMT American Tower REIT 0.1%
Value ($000) $239 Shares 816 Est. Cost $134.01 Unrealized +78.7%
ARKK ARK Innovation ETF 0.1%
Value ($000) $238 Shares 2,518 Est. Cost $115.16 Unrealized
ACN Accenture PLC 0.1%
Value ($000) $236 Shares 570 Est. Cost $152.18 Unrealized +125.6%
MA Mastercard Inc 0.1%
Value ($000) $236 Shares 657 Est. Cost $265.22 Unrealized +27.4%
AXP American Express Company 0.1%
Value ($000) $226 Shares 1,380 Est. Cost $88.86 Unrealized +82.1%
AEP American Electric Power Co 0.1%
Value ($000) $214 Shares 2,400 Est. Cost $57.32 Unrealized +26.4%
GS Goldman Sachs Group Inc 0.1%
Value ($000) $209 Shares 547 Est. Cost $204.64 Unrealized +74.2%
ETN Eaton Corporation PLC 0.1%
Value ($000) $207 Shares 1,200 Est. Cost $86.34 Unrealized +80.0%
Nuveen Variable Rate PFD & Income Fund 0.1%
Value ($000) $203 Shares 8,000 Est. Cost $25.38 Unrealized
DEO Diageo PLC New Spons ADR 0.1%
Value ($000) $198 Shares 900 Est. Cost $145.66 Unrealized
NKE Nike Inc Cl B 0.1%
Value ($000) $193 Shares 1,157 Est. Cost $70.54 Unrealized +119.1%
RF Regions Financial Corp COM 0.1%
Value ($000) $188 Shares 8,623 Est. Cost $11.67 Unrealized +64.4%
IWO Ishares Russell 2000 Growth ETF 0.1%
Value ($000) $184 Shares 627 Est. Cost $263.20 Unrealized
Royal Dutch Shell PLC 0.1%
Value ($000) $182 Shares 4,200 Est. Cost $56.88 Unrealized
VEU Vanguard Ftse All World Ex US Index Fund ETF 0.1%
Value ($000) $180 Shares 2,939 Est. Cost $50.36 Unrealized
CAT Caterpillar Inc 0.1%
Value ($000) $173 Shares 835 Est. Cost $120.80 Unrealized +54.5%
Unilever PLC ADR 0.1%
Value ($000) $172 Shares 3,195 Est. Cost $55.46 Unrealized
ITOT IShares Trust S&P 1500 Total US Stock Mkt ETF 0.1%
Value ($000) $163 Shares 1,528 Est. Cost $75.36 Unrealized
IVV Ishares Tr Core S&P 500 ETF 0.1%
Value ($000) $163 Shares 341 Est. Cost $336.26 Unrealized
DES Wisdomtree US Smallcap Dividend Fund ETF 0.1%
Value ($000) $162 Shares 4,935 Est. Cost $27.43 Unrealized
AGG Ishares Tr Core U S Aggregate Bd ETF 0.1%
Value ($000) $161 Shares 1,408 Est. Cost $117.31 Unrealized
VHT Vanguard Health Care ETF 0.1%
Value ($000) $161 Shares 605 Est. Cost $229.35 Unrealized
SLF Sun Life Finl Inc Common 0.1%
Value ($000) $158 Shares 2,844 Est. Cost $39.86 Unrealized +38.7%
PRU Prudential Financial 0.1%
Value ($000) $156 Shares 1,437 Est. Cost $74.91 Unrealized +18.6%
FCOM Fidelity MSCI Communication Services Index ETF 0.1%
Value ($000) $155 Shares 3,010 Est. Cost $46.21 Unrealized
VWO Vanguard Ftse Emerging Market ETF 0.1%
Value ($000) $152 Shares 3,079 Est. Cost $48.91 Unrealized
XNTK Spdr NYSE Technology ETF 0.1%
Value ($000) $152 Shares 915 Est. Cost $118.39 Unrealized
NFLX Netflix Inc Common 0.1%
Value ($000) $151 Shares 251 Est. Cost $51.47 Unrealized +24.1%
CL Colgate Palmolive Co 0.1%
Value ($000) $148 Shares 1,730 Est. Cost $59.42 Unrealized +19.3%
ECL Ecolab Inc 0.1%
Value ($000) $148 Shares 630 Est. Cost $175.87 Unrealized +22.5%
IYM Ishares Tr DJ Basic Material 0.1%
Value ($000) $147 Shares 1,050 Est. Cost $98.19 Unrealized
VIS Vanguard Industrials ETF 0.1%
Value ($000) $141 Shares 694 Est. Cost $174.45 Unrealized
DLS Wisdomtree International Smallcap Div ETF 0.1%
Value ($000) $140 Shares 1,895 Est. Cost $63.32 Unrealized
DWM Wisdomtree International Equity Fund Eqy ETF 0.1%
Value ($000) $139 Shares 2,565 Est. Cost $49.57 Unrealized
JCI Johnson Controls International PLC Shs 0.1%
Value ($000) $136 Shares 1,670 Est. Cost $32.46 Unrealized +114.5%
XLY Consumer Discretionary Select Sector SPDR ETF 0.1%
Value ($000) $135 Shares 659 Est. Cost $166.98 Unrealized
MS Morgan Stanley 0.1%
Value ($000) $134 Shares 1,364 Est. Cost $45.69 Unrealized +89.9%
BSCR Invesco Bullet Shares 2027 Corp Bd ETF 0.1%
Value ($000) $134 Shares 6,220 Est. Cost $19.50 Unrealized
MET Metlife Inc 0.1%
Value ($000) $133 Shares 2,122 Est. Cost $36.98 Unrealized +49.7%
CI Cigna Corp Common 0.1%
Value ($000) $131 Shares 571 Est. Cost $180.67 Unrealized +9.2%
DE Deere & Company 0.1%
Value ($000) $129 Shares 375 Est. Cost $141.22 Unrealized +132.7%
ADP Automatic Data Processing 0.1%
Value ($000) $129 Shares 525 Est. Cost $126.90 Unrealized +63.3%
IWN Ishares Russell 2000 Val Ind 0.1%
Value ($000) $128 Shares 772 Est. Cost $130.86 Unrealized
LEN Lennar Corp Class A 0.1%
Value ($000) $126 Shares 1,082 Est. Cost $52.05 Unrealized +84.6%
D Dominion Energy Inc 0.1%
Value ($000) $126 Shares 1,602 Est. Cost $59.65 Unrealized +4.2%
HSY The Hershey Company 0.1%
Value ($000) $124 Shares 640 Est. Cost $93.49 Unrealized +75.0%
HYG Ishares Tr Iboxx High Yld ETF 0.0%
Value ($000) $122 Shares 1,400 Est. Cost $83.52 Unrealized
BSCS Invesco Bullet Shares 2028 Corp Bd ETF 0.0%
Value ($000) $117 Shares 5,170 Est. Cost $20.41 Unrealized
IYF Ishares Trust DJ US Financial Financials ETF 0.0%
Value ($000) $110 Shares 1,272 Est. Cost $69.43 Unrealized
SYY Sysco Corp 0.0%
Value ($000) $110 Shares 1,395 Est. Cost $54.20 Unrealized +26.9%
EOG EOG Resources Inc Common 0.0%
Value ($000) $109 Shares 1,225 Est. Cost $66.23 Unrealized +10.7%
CMI Cummins Inc 0.0%
Value ($000) $108 Shares 495 Est. Cost $134.86 Unrealized +52.6%
EFG Ishares MSCI EAFE Growth Index Fund 0.0%
Value ($000) $104 Shares 944 Est. Cost $82.58 Unrealized
TSLA Tesla Inc 0.0%
Value ($000) $103 Shares 97 Est. Cost $164.62 Unrealized +103.7%
LOGI Logitech International Sa, Apples Namen-akt. 0.0%
Value ($000) $103 Shares 1,250 Est. Cost $65.46 Unrealized +19.1%
MCHP Microchip Tech Inc 0.0%
Value ($000) $102 Shares 1,170 Est. Cost $56.67 Unrealized +30.3%
PPG PPG Industries Inc 0.0%
Value ($000) $98 Shares 570 Est. Cost $102.71 Unrealized +43.6%
COST Costco Wholesale Corp Com 0.0%
Value ($000) $97 Shares 170 Est. Cost $312.30 Unrealized +56.3%
MDT Medtronic PLC 0.0%
Value ($000) $95 Shares 915 Est. Cost $68.79 Unrealized +48.3%
Kelloggs 0.0%
Value ($000) $94 Shares 1,460 Est. Cost $47.62 Unrealized +7.3%
ELV Anthem Inc Common 0.0%
Value ($000) $92 Shares 198 Est. Cost $208.39 Unrealized +90.6%
BSCQ Invesco Bullet Shares 2026 Corp Bd ETF 0.0%
Value ($000) $90 Shares 4,230 Est. Cost $19.41 Unrealized
SCZ Ishares Tr MSCI EAFE Small Cap ETF 0.0%
Value ($000) $88 Shares 1,203 Est. Cost $65.57 Unrealized
IJK Ishares Tr S&P Midcap 400 Growth ETF 0.0%
Value ($000) $88 Shares 1,032 Est. Cost $95.58 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $84 Shares 740 Est. Cost $48.88 Unrealized +109.7%
WEC Wec Energy Group Inc 0.0%
Value ($000) $73 Shares 756 Est. Cost $59.04 Unrealized +34.5%
DOW Dow Inc Corp Common 0.0%
Value ($000) $73 Shares 1,286 Est. Cost $35.80 Unrealized +25.8%
KLAC Kla-tencor Corp Common 0.0%
Value ($000) $73 Shares 170 Est. Cost $129.13 Unrealized +186.2%
ENB Enbridge Inc Common 0.0%
Value ($000) $70 Shares 1,800 Est. Cost $25.67 Unrealized +19.5%
ROK Rockwell Automation Inc 0.0%
Value ($000) $70 Shares 200 Est. Cost $163.96 Unrealized +87.9%
Invesco Bullet Shares 2025 Corp Bd ETF 0.0%
Value ($000) $70 Shares 3,200 Est. Cost $20.74 Unrealized
Invesco Bullet Shares 2024 Corp Bd ETF 0.0%
Value ($000) $70 Shares 3,200 Est. Cost $20.70 Unrealized
IGM Ishares Expanded Tech Sector ETF 0.0%
Value ($000) $70 Shares 160 Est. Cost $168.75 Unrealized
Discover Finl Svcs Common 0.0%
Value ($000) $69 Shares 600 Est. Cost $76.80 Unrealized
Walgreens Boots Alliance Inc 0.0%
Value ($000) $68 Shares 1,305 Est. Cost $63.55 Unrealized
NVS Novartis AG Spons ADR 0.0%
Value ($000) $67 Shares 768 Est. Cost $86.97 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $66 Shares 1,523 Est. Cost $21.82 Unrealized +70.2%
EMR Emerson Electric Company 0.0%
Value ($000) $65 Shares 700 Est. Cost $52.06 Unrealized +66.2%
Royal Dutch Shell PLC Sponsored ADR B Shs 0.0%
Value ($000) $65 Shares 1,500 Est. Cost $62.75 Unrealized
SEDG SolarEdge Technologies Inc. 0.0%
Value ($000) $63 Shares 225 Est. Cost $276.37 Unrealized +14.2%
XLP Consumer Staples Select Sector SPDR ETF 0.0%
Value ($000) $62 Shares 806 Est. Cost $70.02 Unrealized
IVW Ishares Trust S&P 500 Growth ETF 0.0%
Value ($000) $61 Shares 732 Est. Cost $103.82 Unrealized
HYD Vaneck High Yield Muni ETF 0.0%
Value ($000) $60 Shares 960 Est. Cost $62.50 Unrealized
VOT Vanguard Mid-Cap Growth Index ETF 0.0%
Value ($000) $59 Shares 230 Est. Cost $141.40 Unrealized
DON Wisdomtree US Midcap Dividend Fund ETF 0.0%
Value ($000) $58 Shares 1,300 Est. Cost $36.36 Unrealized
CTSH Cognizant Technlogy Sol 0.0%
Value ($000) $56 Shares 630 Est. Cost $56.31 Unrealized +33.7%
BLV Vanguard Long-term Bond Index Fund ETF 0.0%
Value ($000) $56 Shares 541 Est. Cost $106.08 Unrealized
FCX Freeport-McMoran Inc 0.0%
Value ($000) $56 Shares 1,330 Est. Cost $18.57 Unrealized +92.7%
TMUS T-mobile US Inc Common 0.0%
Value ($000) $55 Shares 475 Est. Cost $91.54 Unrealized +24.2%
USMV Ishares Msci Usa Min Vol Factor ETF 0.0%
Value ($000) $54 Shares 665 Est. Cost $64.06 Unrealized
TSN Tyson Foods Inc Class A 0.0%
Value ($000) $54 Shares 625 Est. Cost $61.10 Unrealized +18.0%
XLF Sector SPDR Tr Financial 0.0%
Value ($000) $53 Shares 1,370 Est. Cost $27.99 Unrealized
IJJ Ishares Tr S&P Mid Cap 400 Value ETF 0.0%
Value ($000) $52 Shares 466 Est. Cost $114.34 Unrealized
IWS IShares Russell Mid-cap Value ETF 0.0%
Value ($000) $52 Shares 422 Est. Cost $116.11 Unrealized
TM Toyota Mtr Corp ADR 2 0.0%
Value ($000) $51 Shares 275 Est. Cost $133.69 Unrealized
Zendesk, Inc 0.0%
Value ($000) $50 Shares 480 Est. Cost $104.17 Unrealized
SLV Ishares Silver Tr 0.0%
Value ($000) $49 Shares 2,300 Est. Cost $15.23 Unrealized
Supernova Partners Acquistion 0.0%
Value ($000) $48 Shares 4,700 Est. Cost $10.21 Unrealized
TECL Direxion Daily Technology Bull 3X ETF 0.0%
Value ($000) $47 Shares 550 Est. Cost $55.61 Unrealized
ASH Ashland Global Hldgs 0.0%
Value ($000) $47 Shares 435 Est. Cost $62.25 Unrealized +49.3%
JNK SPDR Bloomberg High Yield Bond ETF 0.0%
Value ($000) $47 Shares 434 Est. Cost $106.60 Unrealized
MPC Marathon Petroleum Corp 0.0%
Value ($000) $47 Shares 730 Est. Cost $45.75 Unrealized +27.7%
IGSB Ishares Trust Corporate Bond ETF 0.0%
Value ($000) $47 Shares 864 Est. Cost $78.13 Unrealized
GABC German Amern Bancorp Inc Common 0.0%
Value ($000) $47 Shares 1,200 Est. Cost $26.01 Unrealized +35.7%
PH Parker Hannifin Corp Common 0.0%
Value ($000) $45 Shares 140 Est. Cost $150.46 Unrealized +94.6%
IJH Ishares Tr Core S&P Mid-Cap ETF 0.0%
Value ($000) $42 Shares 150 Est. Cost $199.73 Unrealized
Invesco Bullet Shares 2022 Corp Bd ETF 0.0%
Value ($000) $41 Shares 1,900 Est. Cost $20.89 Unrealized
Invesco Bullet Shares 2023 Corp Bd ETF 0.0%
Value ($000) $41 Shares 1,900 Est. Cost $21.57 Unrealized
QABA First Tr Nasdaq ABA Cmnty Bk Index Fund 0.0%
Value ($000) $41 Shares 700 Est. Cost $52.86 Unrealized
MSI Motorola Solutions Inc Common New 0.0%
Value ($000) $41 Shares 150 Est. Cost $107.54 Unrealized +122.7%
VAW Vanguard Materials Index Fund ETF 0.0%
Value ($000) $41 Shares 209 Est. Cost $161.01 Unrealized
VDC Vanguard Consumer Staples Index Fund ETF 0.0%
Value ($000) $40 Shares 199 Est. Cost $180.07 Unrealized
Lam Resh Corp Common 0.0%
Value ($000) $40 Shares 55 Est. Cost $200.00 Unrealized
PGF Invesco Exchange-Traded Fd Tr Finl PFD ETF 0.0%
Value ($000) $39 Shares 2,050 Est. Cost $18.50 Unrealized
Western Asset Managed Muns Fd Inc Common 0.0%
Value ($000) $39 Shares 3,000 Est. Cost $14.00 Unrealized
IJT Ishares Trust S&P Small Capital 600 Growth ETF 0.0%
Value ($000) $39 Shares 280 Est. Cost $146.43 Unrealized
XPO XPO Logistics Inc 0.0%
Value ($000) $39 Shares 500 Est. Cost $50.12 Unrealized -7.3%
IVE Ishares S&P 500 Value ETF 0.0%
Value ($000) $39 Shares 250 Est. Cost $118.94 Unrealized
AZN Astrazeneca PLC ADR 0.0%
Value ($000) $38 Shares 660 Est. Cost $48.48 Unrealized
DRI Darden Restaurants 0.0%
Value ($000) $38 Shares 250 Est. Cost $88.75 Unrealized +45.6%
SLB Schlumberger LTD 0.0%
Value ($000) $38 Shares 1,255 Est. Cost $49.79 Unrealized -42.3%
VVV Valvoline Inc 0.0%
Value ($000) $38 Shares 1,022 Est. Cost $21.83 Unrealized +59.8%
EVRG Evergy Inc 0.0%
Value ($000) $38 Shares 556 Est. Cost $42.74 Unrealized +28.4%
EEMV Ishares Msci Emerging Markets Min Vol Factor ETF 0.0%
Value ($000) $37 Shares 590 Est. Cost $57.35 Unrealized
AWK American Water Works Co Inc 0.0%
Value ($000) $37 Shares 194 Est. Cost $129.21 Unrealized +24.1%
GILD Gilead Sciences Inc 0.0%
Value ($000) $34 Shares 475 Est. Cost $55.94 Unrealized +5.1%
SPSM SPDR Portfolio Small Cap ETF 0.0%
Value ($000) $34 Shares 757 Est. Cost $43.59 Unrealized
IJS Ishares S&P Small Cap 600 Value Index ETF 0.0%
Value ($000) $33 Shares 318 Est. Cost $100.63 Unrealized
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $33 Shares 215 Est. Cost $86.96 Unrealized +63.3%
BNDX Vanguard Total International ETF 0.0%
Value ($000) $32 Shares 576 Est. Cost $57.29 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $31 Shares 195 Est. Cost $220.82 Unrealized -1.9%
AMAT Applied Materials Inc 0.0%
Value ($000) $31 Shares 200 Est. Cost $50.32 Unrealized +177.4%
DNP Select Income FD Inc 0.0%
Value ($000) $30 Shares 2,750 Est. Cost $12.09 Unrealized
Logicbio Therapeutics Inc. 0.0%
Value ($000) $30 Shares 12,875 Est. Cost $2.33 Unrealized
IDV Ishares International Select Div ETF 0.0%
Value ($000) $30 Shares 975 Est. Cost $30.78 Unrealized
COP Conocophillips 0.0%
Value ($000) $29 Shares 395 Est. Cost $42.35 Unrealized +47.9%
VFC V F Corp Common 0.0%
Value ($000) $28 Shares 380 Est. Cost $85.44 Unrealized -14.5%
ACWX Ishares Msci Acwi Ex US ETF 0.0%
Value ($000) $28 Shares 511 Est. Cost $54.79 Unrealized
SCHW Schwab Charles Corp New Common 0.0%
Value ($000) $27 Shares 325 Est. Cost $41.12 Unrealized +86.0%
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF 0.0%
Value ($000) $27 Shares 545 Est. Cost $49.54 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $27 Shares 225 Est. Cost $75.28 Unrealized +39.5%
CMG Chipotle Mexican Grill Inc Common 0.0%
Value ($000) $26 Shares 15 Est. Cost $15.81 Unrealized +122.7%
EXC Exelon Corp 0.0%
Value ($000) $26 Shares 450 Est. Cost $21.66 Unrealized +50.2%
FXH First Trust Health Care AlphaDEX Fund ETF 0.0%
Value ($000) $25 Shares 201 Est. Cost $109.45 Unrealized
ADI Analog Devices Inc Corp Com 0.0%
Value ($000) $24 Shares 135 Est. Cost $129.23 Unrealized +27.4%
VPU Vanguard Utilities ETF 0.0%
Value ($000) $23 Shares 146 Est. Cost $138.07 Unrealized
VSS Vanguard FTSE All World Ex US Small Cap ETF 0.0%
Value ($000) $22 Shares 167 Est. Cost $109.00 Unrealized
IDA Idacorp Inc 0.0%
Value ($000) $21 Shares 182 Est. Cost $93.46 Unrealized +13.9%
CCL Carnival Corporation 0.0%
Value ($000) $21 Shares 1,024 Est. Cost $21.44 Unrealized -0.2%
ADM Archer Danels Midland 0.0%
Value ($000) $20 Shares 300 Est. Cost $32.34 Unrealized +77.5%
NVAX Novavax, Inc Common 0.0%
Value ($000) $20 Shares 142 Est. Cost $8.46 Unrealized +1930.6%
Invesco BulletShares 2022 Hi Yld Corp Bd ETF 0.0%
Value ($000) $20 Shares 855 Est. Cost $23.39 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
FBIN Fortune Brands Home & Security, Inc 0.0%
Value ($000) $19 Shares 180 Est. Cost $81.33 Unrealized -0.6%
SHYD Vaneck Short High Yield Muni ETF 0.0%
Value ($000) $19 Shares 750 Est. Cost $24.00 Unrealized
BDX Becton Dickinson & Co 0.0%
Value ($000) $19 Shares 75 Est. Cost $185.44 Unrealized +20.5%
MHK Mohawk Ind Inc 0.0%
Value ($000) $18 Shares 100 Est. Cost $166.65 Unrealized +7.1%
CTVA Corteva Inc Com 0.0%
Value ($000) $18 Shares 375 Est. Cost $41.24 Unrealized +5.6%
IYW iShrares U.S. Technology ETF 0.0%
Value ($000) $18 Shares 160 Est. Cost $134.38 Unrealized
XLB Sector SPDR Tr FD Materials 0.0%
Value ($000) $18 Shares 200 Est. Cost $47.94 Unrealized
BIIB Biogen Incorporated 0.0%
Value ($000) $18 Shares 75 Est. Cost $319.93 Unrealized -19.6%
BR Broadridge Finl Solutions Inc Common 0.0%
Value ($000) $17 Shares 95 Est. Cost $82.33 Unrealized +98.8%
CENX Century Aluminum Co 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $14.25 Unrealized +2.7%
CM Canadian Imperial Bank Common 0.0%
Value ($000) $17 Shares 145 Est. Cost $44.72 Unrealized +8.3%
RHI Robert Half Int'l Inc 0.0%
Value ($000) $17 Shares 150 Est. Cost $57.15 Unrealized +94.8%
BAX Baxter International Inc Com 0.0%
Value ($000) $17 Shares 200 Est. Cost $55.78 Unrealized +31.2%
ROBT First Trust Nasdaq Al & Robotics ETF 0.0%
Value ($000) $17 Shares 300 Est. Cost $30.00 Unrealized
FFBC First Financial Bancorp Corp 0.0%
Value ($000) $17 Shares 693 Est. Cost $21.85 Unrealized -6.1%
First Midwest Bancorp Inc Del Common 0.0%
Value ($000) $16 Shares 800 Est. Cost $21.88 Unrealized
BX Blackstone Inc Common 0.0%
Value ($000) $16 Shares 125 Est. Cost $100.33 Unrealized +15.7%
SJM Smucker J M Common New 0.0%
Value ($000) $16 Shares 115 Est. Cost $86.91 Unrealized +27.7%
CNC Centene Corp Del Common 0.0%
Value ($000) $16 Shares 196 Est. Cost $52.04 Unrealized +40.8%
AFL AFLAC Inc 0.0%
Value ($000) $15 Shares 250 Est. Cost $36.04 Unrealized +41.4%
OTTR Otter Tail Corp Common 0.0%
Value ($000) $14 Shares 200 Est. Cost $43.72 Unrealized +32.9%
EFV Ishares MSCI EAFE Value Index Fund 0.0%
Value ($000) $14 Shares 268 Est. Cost $51.76 Unrealized
TPR Tapestry Inc Common 0.0%
Value ($000) $14 Shares 350 Est. Cost $26.16 Unrealized +40.0%
MRVL Marvell Technology Inc Common 0.0%
Value ($000) $13 Shares 150 Est. Cost $58.88 Unrealized +24.7%
EPD Enterprise Products Partners LP 0.0%
Value ($000) $13 Shares 600 Est. Cost $21.67 Unrealized
ALC Alcon Inc Ord Shs Common 0.0%
Value ($000) $13 Shares 144 Est. Cost $56.67 Unrealized +43.5%
BCE BCE Inc Common New 0.0%
Value ($000) $12 Shares 230 Est. Cost $35.06 Unrealized +8.5%
ADBE Adobe Systems Incorporated Delaware 0.0%
Value ($000) $12 Shares 22 Est. Cost $236.55 Unrealized +164.2%
IYZ Ishares Tr US Telecommunications ETF 0.0%
Value ($000) $12 Shares 350 Est. Cost $28.57 Unrealized
PSR Invesco Active US Real Estate Fund ETF 0.0%
Value ($000) $12 Shares 100 Est. Cost $80.00 Unrealized
CTBI Community Trust Bancorp Inc Common 0.0%
Value ($000) $11 Shares 250 Est. Cost $25.28 Unrealized +45.6%
HWM Howmet Aerospace Inc Common 0.0%
Value ($000) $11 Shares 333 Est. Cost $12.97 Unrealized +134.7%
CCI Crown Castle Intl Corp Common 0.0%
Value ($000) $11 Shares 55 Est. Cost $150.03 Unrealized -0.0%
NVO Novo-nordisk A S ADR 0.0%
Value ($000) $11 Shares 100 Est. Cost $60.00 Unrealized
BUSE First Busey Corp Common New 0.0%
Value ($000) $11 Shares 400 Est. Cost $20.33 Unrealized +9.1%
CARR Carrier Global Corp Common 0.0%
Value ($000) $10 Shares 181 Est. Cost $36.44 Unrealized +39.8%
IYR Ishares Tr Dow Jones Real ES 0.0%
Value ($000) $10 Shares 90 Est. Cost $78.95 Unrealized
SPDW SPDR Portfolio World EX-US ETF 0.0%
Value ($000) $10 Shares 261 Est. Cost $38.31 Unrealized
CLX Clorox Co Calif 0.0%
Value ($000) $10 Shares 55 Est. Cost $157.42 Unrealized -7.5%
ABBNY ABB LTD Spons ADR 0.0%
Value ($000) $10 Shares 260 Est. Cost $30.00 Unrealized
PLD Prologis Inc Common 0.0%
Value ($000) $10 Shares 60 Est. Cost $131.96 Unrealized 0.0%
PCAR Paccar Inc 0.0%
Value ($000) $9 Shares 100 Est. Cost $40.60 Unrealized +20.1%
BK Bank New York Mellon Corp 0.0%
Value ($000) $9 Shares 150 Est. Cost $42.65 Unrealized +19.7%
FSLR First Solar Inc Common 0.0%
Value ($000) $9 Shares 100 Est. Cost $54.92 Unrealized +87.2%
WMB The Williams Co Inc 0.0%
Value ($000) $9 Shares 350 Est. Cost $18.59 Unrealized +22.4%
IYJ Ishares Trust Dow Jones United States Industrial US Industrials Etf 0.0%
Value ($000) $8 Shares 67 Est. Cost $119.40 Unrealized
IBB Ishares Biotechnology ETF 0.0%
Value ($000) $8 Shares 50 Est. Cost $160.00 Unrealized
VLO Valero Energy Corp 0.0%
Value ($000) $8 Shares 100 Est. Cost $55.88 Unrealized +16.5%
RCL Royal Caribbean Cruises Ltd Shs 0.0%
Value ($000) $8 Shares 100 Est. Cost $113.98 Unrealized -30.0%
BOH Bank of Hawaii Corp 0.0%
Value ($000) $8 Shares 100 Est. Cost $68.79 Unrealized +1.5%
CXSE Wisdom Tree China ETF 0.0%
Value ($000) $8 Shares 160 Est. Cost $71.88 Unrealized
XLV Select Sector Spdr Tr Health Care 0.0%
Value ($000) $7 Shares 51 Est. Cost $95.48 Unrealized
XLI Industrial Select Sector Spdr Fund Etf 0.0%
Value ($000) $7 Shares 63 Est. Cost $95.24 Unrealized
BF/A Brown Forman Corp Class A 0.0%
Value ($000) $7 Shares 100 Est. Cost $44.78 Unrealized +36.4%
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.0%
Value ($000) $7 Shares 76 Est. Cost $92.11 Unrealized
GWW Grainger W Inc Common 0.0%
Value ($000) $6 Shares 12 Est. Cost $452.39 Unrealized 0.0%
BHF Brighthouse Finl Inc Common 0.0%
Value ($000) $6 Shares 123 Est. Cost $59.17 Unrealized -13.5%
TXN Texas Instruments Inc 0.0%
Value ($000) $5 Shares 25 Est. Cost $116.84 Unrealized +45.6%
BWA Borg-Warner Automotive Inc 0.0%
Value ($000) $5 Shares 100 Est. Cost $37.29 Unrealized +1.4%
CAH Cardinal Health Inc 0.0%
Value ($000) $5 Shares 100 Est. Cost $44.62 Unrealized 0.0%
VGSH Vanguard Short Term Treasury ETF 0.0%
Value ($000) $5 Shares 84 Est. Cost $59.52 Unrealized
United States Steel Common 0.0%
Value ($000) $5 Shares 225 Est. Cost $22.22 Unrealized
HAP Vaneck Natural Resources ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $33.66 Unrealized
Atlas Air World Holding 0.0%
Value ($000) $5 Shares 50 Est. Cost $48.01 Unrealized
VMC Vulcan Materials Common 0.0%
Value ($000) $5 Shares 25 Est. Cost $172.91 Unrealized +8.4%
AMLP Alps ETF Tr 0.0%
Value ($000) $5 Shares 160 Est. Cost $19.23 Unrealized
ALK Alaska Air Group Inc Corp Common 0.0%
Value ($000) $5 Shares 100 Est. Cost $67.73 Unrealized -20.1%
America Movil Sab DE ADR 0.0%
Value ($000) $5 Shares 234 Est. Cost $14.52 Unrealized
WTRG Essential Utilities Inc Common 0.0%
Value ($000) $5 Shares 100 Est. Cost $44.42 Unrealized +9.3%
PAVE Global X US Infrastructure Development ETF 0.0%
Value ($000) $4 Shares 133 Est. Cost $30.08 Unrealized
STZ Constellation Brands Common 0.0%
Value ($000) $4 Shares 15 Est. Cost $175.24 Unrealized +21.3%
LZB LA-Z-Boy Inc 0.0%
Value ($000) $4 Shares 100 Est. Cost $33.53 Unrealized +4.1%
HOG Harley Davidson 0.0%
Value ($000) $4 Shares 100 Est. Cost $48.62 Unrealized -23.2%
BND Vanguard Total Bond Market Index Fund ETF 0.0%
Value ($000) $4 Shares 42 Est. Cost $95.24 Unrealized
GLW Corning Incorporated 0.0%
Value ($000) $4 Shares 100 Est. Cost $25.23 Unrealized +32.2%
MU Micron Technology Inc Common 0.0%
Value ($000) $4 Shares 45 Est. Cost $73.27 Unrealized +4.1%
OTIS Otis Worldwide Corp Common 0.0%
Value ($000) $4 Shares 51 Est. Cost $47.48 Unrealized +65.2%
DJT Digital World Acquisition Corp Common 0.0%
Value ($000) $3 Shares 52 Est. Cost $45.24 Unrealized 0.0%
Arconic Corporation 0.0%
Value ($000) $3 Shares 83 Est. Cost $12.05 Unrealized
ARLP Alliance Resource Partner LP 0.0%
Value ($000) $3 Shares 275 Est. Cost $19.83 Unrealized
BABA Alibaba Group Hldg Ltd Sponsored Ads 0.0%
Value ($000) $3 Shares 25 Est. Cost $160.00 Unrealized
VTRS Viatris Inc 0.0%
Value ($000) $3 Shares 229 Est. Cost $11.87 Unrealized -6.3%
ETFMG Alternative Harvest ETF 0.0%
Value ($000) $3 Shares 295 Est. Cost $18.14 Unrealized
FTV Fortive Corporation 0.0%
Value ($000) $3 Shares 45 Est. Cost $47.35 Unrealized +17.2%
IDRV IShares Self-driving Ev and Tech ETF 0.0%
Value ($000) $3 Shares 59 Est. Cost $50.85 Unrealized
KEY KeyCorp 0.0%
Value ($000) $3 Shares 125 Est. Cost $13.07 Unrealized +43.8%
XLU Sector SPDR Tr - Utilities 0.0%
Value ($000) $3 Shares 38 Est. Cost $52.63 Unrealized
BHP BHP Group Limited 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
SPG Simon Property Group INC Prop Grp REIT 0.0%
Value ($000) $2 Shares 15 Est. Cost $102.30 Unrealized +18.6%
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $2 Shares 9 Est. Cost $141.87 Unrealized
GNR Spdr S&P Global Natural Resources ETF 0.0%
Value ($000) $2 Shares 35 Est. Cost $48.00 Unrealized
RWO SPDR Dow Jones Global Real Estate ETF 0.0%
Value ($000) $2 Shares 40 Est. Cost $51.64 Unrealized
HAL Halliburton Co 0.0%
Value ($000) $1 Shares 50 Est. Cost $35.93 Unrealized -39.4%
FTEC Fidelity MSCI Information Technology ETF 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
PSX Phillips 66 Com 0.0%
Value ($000) $1 Shares 13 Est. Cost $61.23 Unrealized +5.7%