Independence Bank of Kentucky Diversified Active

CIK: 0001730479 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 6, 2022

Total Value ($000): $202,992 (100.0% shares, 0.0% debt)

Holdings (418)

SPY S&P 500 Tr UTS Unit 1 Ser 5.7%
Value ($000) $11,498 Shares 32,191 Est. Cost $368.30 Unrealized
AAPL Apple Incorporated 4.4%
Value ($000) $8,957 Shares 64,810 Est. Cost $88.50 Unrealized +74.3%
VOO Vanguard S&P 500 Index ETF 2.8%
Value ($000) $5,659 Shares 17,238 Est. Cost $345.95 Unrealized
GOOGL Alphabet Inc Class A 2.2%
Value ($000) $4,506 Shares 47,105 Est. Cost $107.20 Unrealized +2.7%
PG Procter & Gamble Co 2.1%
Value ($000) $4,350 Shares 34,458 Est. Cost $79.19 Unrealized +64.9%
EFA Ishares Tr MSCI EAFE Index 2.1%
Value ($000) $4,317 Shares 77,072 Est. Cost $69.43 Unrealized
JNJ Johnson & Johnson 1.9%
Value ($000) $3,926 Shares 24,032 Est. Cost $113.67 Unrealized +34.5%
AMZN Amazon Com Inc 1.8%
Value ($000) $3,672 Shares 32,495 Est. Cost $123.09 Unrealized +2.7%
IWR Ishares Russell Midcap Index 1.7%
Value ($000) $3,365 Shares 54,149 Est. Cost $64.43 Unrealized
MSFT Microsoft Corp 1.7%
Value ($000) $3,353 Shares 14,396 Est. Cost $122.72 Unrealized +109.3%
IWM Russell 2000 Index Fund 1.6%
Value ($000) $3,194 Shares 19,364 Est. Cost $183.94 Unrealized
PFE Pfizer Inc 1.6%
Value ($000) $3,188 Shares 72,858 Est. Cost $25.28 Unrealized +59.8%
JPM J P Morgan Chase & Co 1.4%
Value ($000) $2,917 Shares 27,913 Est. Cost $88.40 Unrealized +19.5%
V Visa Inc 1.4%
Value ($000) $2,904 Shares 16,348 Est. Cost $139.86 Unrealized +41.8%
XOM Exxon Mobil Corp 1.4%
Value ($000) $2,895 Shares 33,153 Est. Cost $46.59 Unrealized +74.6%
GUNR Flexshares Morningstar Global Natural Res ETF 1.3%
Value ($000) $2,567 Shares 68,280 Est. Cost $37.17 Unrealized
CVX Chevron Corporation 1.2%
Value ($000) $2,537 Shares 17,661 Est. Cost $81.88 Unrealized +62.2%
GLD SPDR Gold Tr 1.2%
Value ($000) $2,483 Shares 16,052 Est. Cost $161.11 Unrealized
LOW Lowes Cos Inc 1.2%
Value ($000) $2,390 Shares 12,728 Est. Cost $77.18 Unrealized +136.3%
META Meta Platform, Inc. 1.2%
Value ($000) $2,341 Shares 17,254 Est. Cost $207.74 Unrealized -22.5%
CVS CVS Health Corporation 1.1%
Value ($000) $2,308 Shares 24,196 Est. Cost $52.39 Unrealized +67.3%
TJX TJX Companies Inc 1.1%
Value ($000) $2,229 Shares 35,880 Est. Cost $48.96 Unrealized +22.3%
PEP Pepsico Inc 1.0%
Value ($000) $2,129 Shares 13,040 Est. Cost $93.66 Unrealized +64.9%
PFF Ishares Trust Pfd & Income Securities ETF 1.0%
Value ($000) $2,115 Shares 66,770 Est. Cost $36.96 Unrealized
VB Vanguard Small Cap ETF 1.0%
Value ($000) $2,103 Shares 12,303 Est. Cost $169.38 Unrealized
VCSH Vanguard Short-Term Corp Index Fund 1.0%
Value ($000) $2,102 Shares 28,300 Est. Cost $80.40 Unrealized
CRM Salesforce Common Inc 1.0%
Value ($000) $2,021 Shares 14,051 Est. Cost $165.52 Unrealized +1.2%
USB US Bancorp Del 1.0%
Value ($000) $2,009 Shares 49,816 Est. Cost $38.66 Unrealized +1.5%
UPS United Parcel Service 1.0%
Value ($000) $1,968 Shares 12,184 Est. Cost $96.10 Unrealized +67.0%
KO Coca Cola Co 1.0%
Value ($000) $1,962 Shares 35,026 Est. Cost $37.05 Unrealized +51.3%
VNQ Vanguard Real Estate ETF 1.0%
Value ($000) $1,950 Shares 24,321 Est. Cost $84.92 Unrealized
EEM Ishares MSCI Emerging Mkts Index Fund 0.9%
Value ($000) $1,899 Shares 54,457 Est. Cost $49.72 Unrealized
VXUS Vanguard Total International Stock Index ETF 0.9%
Value ($000) $1,871 Shares 40,880 Est. Cost $53.42 Unrealized
XLE Energy Sel Sect SPDR FD 0.9%
Value ($000) $1,763 Shares 24,480 Est. Cost $45.43 Unrealized
TFC Truist Financial Corp Common 0.9%
Value ($000) $1,758 Shares 40,373 Est. Cost $40.72 Unrealized -1.3%
MO Altria Group Inc 0.9%
Value ($000) $1,753 Shares 43,406 Est. Cost $31.87 Unrealized +3.7%
VCIT Vanguard Intermediate-Term Corp Bond Index Fund 0.8%
Value ($000) $1,724 Shares 22,785 Est. Cost $93.14 Unrealized
IGHG Proshares Investment Grade Interest Rate Hedged ETF 0.8%
Value ($000) $1,688 Shares 24,750 Est. Cost $75.62 Unrealized
ABBV Abbvie Inc Com 0.8%
Value ($000) $1,683 Shares 12,540 Est. Cost $68.70 Unrealized +85.0%
VO Vanguard Mid Cap ETF 0.8%
Value ($000) $1,670 Shares 8,884 Est. Cost $195.88 Unrealized
NFRA Flexshares Global Broad Infrastracture Common 0.8%
Value ($000) $1,630 Shares 35,697 Est. Cost $56.39 Unrealized
IWV Ishares Tr Russell 3000 ETF 0.8%
Value ($000) $1,617 Shares 7,812 Est. Cost $194.86 Unrealized
ALL Allstate Corp 0.8%
Value ($000) $1,606 Shares 12,900 Est. Cost $85.29 Unrealized +34.4%
ICLN Ishares Global Clean Energy ETF 0.7%
Value ($000) $1,510 Shares 79,098 Est. Cost $21.74 Unrealized
LMT Lockheed Martin Corp 0.7%
Value ($000) $1,496 Shares 3,874 Est. Cost $312.54 Unrealized +21.8%
GD General Dynamics Corp 0.7%
Value ($000) $1,488 Shares 7,014 Est. Cost $138.83 Unrealized +51.9%
ZBH Zimmer Biomet Holdings Inc 0.7%
Value ($000) $1,433 Shares 13,705 Est. Cost $115.97 Unrealized -8.2%
ICE Intercontinental Exchange Inc 0.7%
Value ($000) $1,429 Shares 15,818 Est. Cost $70.67 Unrealized +35.6%
MRK Merck & Co Inc New Com 0.7%
Value ($000) $1,341 Shares 15,572 Est. Cost $51.35 Unrealized +56.6%
VZ Verizon Communications Inc Usd 1 0.6%
Value ($000) $1,297 Shares 34,171 Est. Cost $35.99 Unrealized -0.6%
BMY Bristol Myers Squibb Co 0.6%
Value ($000) $1,265 Shares 17,795 Est. Cost $46.46 Unrealized +34.1%
VCLT Vanguard Long-Term Corp Bond Index Fund 0.6%
Value ($000) $1,254 Shares 17,127 Est. Cost $105.73 Unrealized
PGX Invesco Exchange Traded PFD II 0.6%
Value ($000) $1,251 Shares 105,335 Est. Cost $13.17 Unrealized
FISV Fiserv, Inc Common 0.6%
Value ($000) $1,244 Shares 13,290 Est. Cost $104.09 Unrealized -2.1%
IWF Ishares Tr Russell 1000 Growth 0.6%
Value ($000) $1,193 Shares 5,671 Est. Cost $223.58 Unrealized
ABT Abbott Labs 0.6%
Value ($000) $1,168 Shares 12,073 Est. Cost $72.97 Unrealized +37.1%
WMT Wal Mart Inc 0.6%
Value ($000) $1,150 Shares 8,869 Est. Cost $28.37 Unrealized +48.1%
SBUX Starbucks Corporation 0.5%
Value ($000) $1,026 Shares 12,176 Est. Cost $54.65 Unrealized +43.4%
DIS Disney (Walt) Company 0.5%
Value ($000) $1,020 Shares 10,809 Est. Cost $107.44 Unrealized -2.7%
PANW Palo Alto Networks Inc Common 0.5%
Value ($000) $1,010 Shares 6,165 Est. Cost $69.27 Unrealized +25.0%
HON Honeywell, Inc 0.5%
Value ($000) $1,005 Shares 6,018 Est. Cost $129.32 Unrealized +25.4%
CMCSA Comcast Corporation (New) 0.5%
Value ($000) $1,005 Shares 34,280 Est. Cost $40.34 Unrealized -16.5%
LLY Lilly Eli & Co 0.5%
Value ($000) $1,005 Shares 3,109 Est. Cost $111.79 Unrealized +175.6%
DG Dollar General Corp 0.5%
Value ($000) $939 Shares 3,915 Est. Cost $81.60 Unrealized +184.3%
MMM 3M Company 0.5%
Value ($000) $934 Shares 8,449 Est. Cost $123.52 Unrealized -21.9%
ITW Illinois Tool Works Inc 0.4%
Value ($000) $874 Shares 4,838 Est. Cost $133.26 Unrealized +36.3%
DVY Ishares Dow Jones Select Divindex Fund 0.4%
Value ($000) $859 Shares 8,015 Est. Cost $108.74 Unrealized
INTC Intel Corporation 0.4%
Value ($000) $855 Shares 33,181 Est. Cost $37.90 Unrealized -14.7%
MDLZ Mondelez International Inc 0.4%
Value ($000) $854 Shares 15,578 Est. Cost $41.85 Unrealized +35.2%
IEMG Ishares Inc Core MSCI Emerging Mkts ETF 0.4%
Value ($000) $838 Shares 19,500 Est. Cost $55.09 Unrealized
DUK Duke Energy Corp New 0.4%
Value ($000) $821 Shares 8,830 Est. Cost $68.17 Unrealized +37.9%
LOGI Logitech International Sa, Apples Namen-akt. 0.4%
Value ($000) $815 Shares 17,510 Est. Cost $56.51 Unrealized -13.0%
APD Air Products and Chemicals 0.4%
Value ($000) $804 Shares 3,455 Est. Cost $200.28 Unrealized +13.0%
BA Boeing Company 0.4%
Value ($000) $772 Shares 6,378 Est. Cost $227.70 Unrealized -32.6%
ONB Old National Bancorp 0.4%
Value ($000) $758 Shares 46,046 Est. Cost $17.27 Unrealized -3.3%
IEFA Ishares Tr Core MSCI EAFE ETF 0.4%
Value ($000) $752 Shares 14,275 Est. Cost $63.75 Unrealized
NKE Nike Inc Cl B 0.4%
Value ($000) $749 Shares 9,012 Est. Cost $101.09 Unrealized +0.5%
UNH United Health Group Inc 0.4%
Value ($000) $739 Shares 1,463 Est. Cost $215.58 Unrealized +129.7%
HD Home Depot Inc 0.4%
Value ($000) $732 Shares 2,653 Est. Cost $183.81 Unrealized +47.3%
IBM International Business Machs 0.4%
Value ($000) $724 Shares 6,097 Est. Cost $98.42 Unrealized +17.5%
Activision Blizzard Inc 0.3%
Value ($000) $707 Shares 9,517 Est. Cost $74.61 Unrealized
QCOM Qualcomm Incorporated 0.3%
Value ($000) $706 Shares 6,253 Est. Cost $132.22 Unrealized -3.9%
NVDA Nvidia Corp Common 0.3%
Value ($000) $692 Shares 5,701 Est. Cost $23.27 Unrealized -32.2%
Unilever PLC ADR 0.3%
Value ($000) $691 Shares 15,765 Est. Cost $47.54 Unrealized
ACN Accenture PLC 0.3%
Value ($000) $689 Shares 2,677 Est. Cost $250.54 Unrealized +9.6%
WM Waste Management Inc New 0.3%
Value ($000) $686 Shares 4,282 Est. Cost $84.06 Unrealized +86.2%
NEE Nextera Energy Inc 0.3%
Value ($000) $665 Shares 8,476 Est. Cost $62.41 Unrealized +23.6%
LQD iShares iBoxx $ Invst Gr Corp Bd ETF 0.3%
Value ($000) $640 Shares 6,247 Est. Cost $136.35 Unrealized
DE Deere & Company 0.3%
Value ($000) $637 Shares 1,909 Est. Cost $296.35 Unrealized +10.2%
DHR Danaher Corp 0.3%
Value ($000) $627 Shares 2,428 Est. Cost $85.42 Unrealized +181.8%
UNP Union Pacific Corporation 0.3%
Value ($000) $627 Shares 3,218 Est. Cost $133.43 Unrealized +53.1%
GM General Motors 0.3%
Value ($000) $624 Shares 19,440 Est. Cost $50.92 Unrealized -30.4%
ORCL Oracle Corp 0.3%
Value ($000) $620 Shares 10,145 Est. Cost $53.63 Unrealized +30.8%
QQQ Invesco QQQ Tr Unit Ser 1 0.3%
Value ($000) $597 Shares 2,233 Est. Cost $265.96 Unrealized
IDU Ishares DJ US Utilities Sctr 0.3%
Value ($000) $567 Shares 6,989 Est. Cost $104.26 Unrealized
MCD McDonalds Corp 0.3%
Value ($000) $553 Shares 2,395 Est. Cost $169.43 Unrealized +39.5%
IWD Ishares Tr Russell 1000 Val 0.3%
Value ($000) $532 Shares 3,910 Est. Cost $148.61 Unrealized
IJJ Ishares Tr S&P Mid Cap 400 Value ETF 0.3%
Value ($000) $525 Shares 5,828 Est. Cost $110.02 Unrealized
PAYX Paychex Inc 0.3%
Value ($000) $510 Shares 4,546 Est. Cost $72.45 Unrealized +54.7%
TAN Invesco Solar ETF 0.3%
Value ($000) $509 Shares 6,910 Est. Cost $87.47 Unrealized
VEA Vanguard Tax-mgd Intl Fd Ftse Dev Mkts ETF 0.2%
Value ($000) $501 Shares 13,775 Est. Cost $46.09 Unrealized
CSCO Cisco Systems Inc 0.2%
Value ($000) $499 Shares 12,479 Est. Cost $35.04 Unrealized +14.3%
FDX FedEx Corporation 0.2%
Value ($000) $496 Shares 3,341 Est. Cost $240.71 Unrealized -18.7%
DD Dupont De Nemours Inc Corp Common 0.2%
Value ($000) $495 Shares 9,820 Est. Cost $28.73 Unrealized -22.6%
IP International Paper 0.2%
Value ($000) $481 Shares 15,160 Est. Cost $35.91 Unrealized -2.4%
PM Philip Morris Int Inc 0.2%
Value ($000) $472 Shares 5,684 Est. Cost $66.45 Unrealized +21.8%
VYM Vanguard High Dividend Yield ETF 0.2%
Value ($000) $458 Shares 4,822 Est. Cost $86.15 Unrealized
CB Chubb Limited, Zuerich 0.2%
Value ($000) $448 Shares 2,465 Est. Cost $154.84 Unrealized +17.4%
SOXX iShares Semiconductor ETF 0.2%
Value ($000) $443 Shares 1,390 Est. Cost $381.74 Unrealized
Blackrock Inc 0.2%
Value ($000) $422 Shares 766 Est. Cost $636.64 Unrealized
AVGO Broadcom Inc 0.2%
Value ($000) $393 Shares 886 Est. Cost $30.10 Unrealized +59.8%
CATH S&P 500 Catholic Values ETF 0.2%
Value ($000) $386 Shares 8,850 Est. Cost $38.70 Unrealized
EFG Ishares MSCI EAFE Growth Index Fund 0.2%
Value ($000) $371 Shares 5,109 Est. Cost $93.77 Unrealized
NSC Norfolk Southn Corp 0.2%
Value ($000) $369 Shares 1,760 Est. Cost $156.94 Unrealized +42.0%
SPGI S&P Global Inc Common 0.2%
Value ($000) $356 Shares 1,167 Est. Cost $151.96 Unrealized +128.8%
VUG Vanguard Growth Vipers ETF 0.2%
Value ($000) $346 Shares 1,618 Est. Cost $227.44 Unrealized
BAC Bank of America Corporation 0.2%
Value ($000) $337 Shares 11,151 Est. Cost $22.80 Unrealized +34.1%
AMGN Amgen Inc 0.2%
Value ($000) $337 Shares 1,495 Est. Cost $157.60 Unrealized +38.2%
TMO Thermo Fisher Scientific Inc 0.2%
Value ($000) $337 Shares 665 Est. Cost $381.70 Unrealized +45.2%
SO Southern Company 0.2%
Value ($000) $326 Shares 4,787 Est. Cost $41.86 Unrealized +59.9%
C Citigroup Inc Com New 0.2%
Value ($000) $317 Shares 7,603 Est. Cost $55.28 Unrealized -21.0%
VWO Vanguard Ftse Emerging Market ETF 0.2%
Value ($000) $316 Shares 8,651 Est. Cost $46.82 Unrealized
GOOG Alphabet Inc Class C 0.2%
Value ($000) $308 Shares 3,200 Est. Cost $107.73 Unrealized +2.9%
TGT Target Corp 0.2%
Value ($000) $307 Shares 2,070 Est. Cost $102.33 Unrealized +39.7%
BF/B Brown Forman Corp Class B 0.1%
Value ($000) $304 Shares 4,570 Est. Cost $45.48 Unrealized +49.6%
MUB Ishares Tr Natl Mun Bd ETF Fund 0.1%
Value ($000) $300 Shares 2,921 Est. Cost $115.74 Unrealized
SHEL Shell PLC Common 0.1%
Value ($000) $294 Shares 5,905 Est. Cost $49.79 Unrealized
Alerian Mlp Index Etn 0.1%
Value ($000) $281 Shares 14,000 Est. Cost $20.93 Unrealized
PNC PNC Financial Services Group 0.1%
Value ($000) $274 Shares 1,835 Est. Cost $104.47 Unrealized +35.9%
WFC Wells Fargo & Co New 0.1%
Value ($000) $246 Shares 6,115 Est. Cost $44.89 Unrealized -12.3%
VTI Vanguard Total Stock Market ETF 0.1%
Value ($000) $245 Shares 1,367 Est. Cost $138.04 Unrealized
PPL PPL Corporation Corp Common 0.1%
Value ($000) $239 Shares 9,440 Est. Cost $23.59 Unrealized +8.0%
IJK Ishares Tr S&P Midcap 400 Growth ETF 0.1%
Value ($000) $237 Shares 3,760 Est. Cost $82.12 Unrealized
F Ford Motor Co 0.1%
Value ($000) $234 Shares 20,900 Est. Cost $9.54 Unrealized +13.9%
VIG Vanguard Div Appreciation ETF 0.1%
Value ($000) $227 Shares 1,677 Est. Cost $120.75 Unrealized
QUAL Ishares Msci Usa Quality Factor ETF 0.1%
Value ($000) $223 Shares 2,145 Est. Cost $110.45 Unrealized
IWO Ishares Russell 2000 Growth ETF 0.1%
Value ($000) $220 Shares 1,065 Est. Cost $260.20 Unrealized
SCZ Ishares Tr MSCI EAFE Small Cap ETF 0.1%
Value ($000) $218 Shares 4,477 Est. Cost $66.13 Unrealized
RTX Raytheon Technologies Corp Common 0.1%
Value ($000) $209 Shares 2,559 Est. Cost $78.63 Unrealized +6.6%
IWN Ishares Russell 2000 Val Ind 0.1%
Value ($000) $209 Shares 1,620 Est. Cost $146.69 Unrealized
SYK Stryker Corp 0.1%
Value ($000) $207 Shares 1,020 Est. Cost $168.66 Unrealized +20.4%
ATO ATMOS Energy Corp 0.1%
Value ($000) $206 Shares 2,024 Est. Cost $84.09 Unrealized +25.3%
LIT Global X Lithium & Battery Tech ETF 0.1%
Value ($000) $201 Shares 3,037 Est. Cost $82.17 Unrealized
MRSH Marsh & McLennan Cos Inc Common 0.1%
Value ($000) $193 Shares 1,295 Est. Cost $96.35 Unrealized +58.1%
CRWD Crowdstrike Holdings Inc Class A 0.1%
Value ($000) $192 Shares 1,165 Est. Cost $182.92 Unrealized 0.0%
GS Goldman Sachs Group Inc 0.1%
Value ($000) $188 Shares 642 Est. Cost $221.68 Unrealized +34.0%
Linde PLC Corp 0.1%
Value ($000) $186 Shares 691 Est. Cost $236.34 Unrealized
AEP American Electric Power Co 0.1%
Value ($000) $182 Shares 2,100 Est. Cost $57.32 Unrealized +52.0%
VGT Vanguard Information Technology ETF 0.1%
Value ($000) $178 Shares 580 Est. Cost $339.07 Unrealized
DEO Diageo PLC New Spons ADR 0.1%
Value ($000) $173 Shares 1,020 Est. Cost $157.84 Unrealized
AXP American Express Company 0.1%
Value ($000) $166 Shares 1,230 Est. Cost $88.86 Unrealized +63.1%
ADP Automatic Data Processing 0.1%
Value ($000) $162 Shares 715 Est. Cost $153.42 Unrealized +42.8%
EOG EOG Resources Inc Common 0.1%
Value ($000) $158 Shares 1,410 Est. Cost $71.17 Unrealized +37.2%
SPDW SPDR Portfolio World EX-US ETF 0.1%
Value ($000) $157 Shares 6,096 Est. Cost $34.37 Unrealized
GIS General Mills 0.1%
Value ($000) $155 Shares 2,021 Est. Cost $43.62 Unrealized +55.4%
BRK/B Berkshire Hathaway Inc Del Cl B New 0.1%
Value ($000) $154 Shares 576 Est. Cost $233.91 Unrealized +21.7%
RF Regions Financial Corp COM 0.1%
Value ($000) $153 Shares 7,623 Est. Cost $11.67 Unrealized +55.5%
VBK Vanguard Small-Cap Growth ETF 0.1%
Value ($000) $150 Shares 767 Est. Cost $213.80 Unrealized
CAT Caterpillar Inc 0.1%
Value ($000) $150 Shares 917 Est. Cost $126.55 Unrealized +36.1%
CSX CSX Corp 0.1%
Value ($000) $148 Shares 5,555 Est. Cost $25.25 Unrealized +17.2%
MET Metlife Inc 0.1%
Value ($000) $147 Shares 2,422 Est. Cost $40.23 Unrealized +43.3%
KMB Kimberly-Clark Corp 0.1%
Value ($000) $145 Shares 1,290 Est. Cost $107.80 Unrealized +6.0%
BSCR Invesco BulletShares 2027 Corp Bd ETF 0.1%
Value ($000) $144 Shares 7,749 Est. Cost $19.57 Unrealized
SPSM SPDR Portfolio Small Cap ETF 0.1%
Value ($000) $144 Shares 4,233 Est. Cost $42.35 Unrealized
MA Mastercard Inc 0.1%
Value ($000) $143 Shares 502 Est. Cost $265.22 Unrealized +22.6%
T AT&T Inc 0.1%
Value ($000) $143 Shares 9,343 Est. Cost $15.15 Unrealized -0.4%
CI Cigna Corp Common 0.1%
Value ($000) $142 Shares 511 Est. Cost $185.80 Unrealized +42.5%
AMT American Tower REIT 0.1%
Value ($000) $138 Shares 641 Est. Cost $134.01 Unrealized +70.7%
TXN Texas Instruments Inc 0.1%
Value ($000) $138 Shares 889 Est. Cost $156.15 Unrealized -2.9%
EFV Ishares MSCI EAFE Value Index Fund 0.1%
Value ($000) $137 Shares 3,552 Est. Cost $50.27 Unrealized
ETN Eaton Corporation PLC 0.1%
Value ($000) $133 Shares 995 Est. Cost $86.34 Unrealized +54.5%
AGG Ishares Tr Core U S Aggregate Bd ETF 0.1%
Value ($000) $133 Shares 1,376 Est. Cost $117.31 Unrealized
CME CME Group Inc Common 0.1%
Value ($000) $133 Shares 750 Est. Cost $150.65 Unrealized +13.2%
MDT Medtronic PLC 0.1%
Value ($000) $133 Shares 1,652 Est. Cost $79.72 Unrealized +1.3%
IYM Ishares Tr DJ Basic Material 0.1%
Value ($000) $131 Shares 1,210 Est. Cost $102.69 Unrealized
VEU Vanguard Ftse All World Ex US Index Fund ETF 0.1%
Value ($000) $131 Shares 2,962 Est. Cost $50.36 Unrealized
BLV Vanguard Long-term Bond Index Fund ETF 0.1%
Value ($000) $129 Shares 1,786 Est. Cost $90.13 Unrealized
BSCS Invesco BulletShares 2028 Corp Bd ETF 0.1%
Value ($000) $128 Shares 6,680 Est. Cost $20.47 Unrealized
DES Wisdomtree US Smallcap Dividend Fund ETF 0.1%
Value ($000) $127 Shares 4,935 Est. Cost $27.43 Unrealized
REGN Regeneron Pharmaceuticals Inc 0.1%
Value ($000) $125 Shares 182 Est. Cost $628.81 Unrealized -0.5%
IWP iShares Russell Mid Cap Growth ETF 0.1%
Value ($000) $124 Shares 1,582 Est. Cost $128.37 Unrealized
Nuveen Variable Rate PFD & Income Fund 0.1%
Value ($000) $122 Shares 7,000 Est. Cost $17.43 Unrealized
HSY The Hershey Company 0.1%
Value ($000) $119 Shares 540 Est. Cost $93.49 Unrealized +119.5%
ITOT IShares Trust S&P 1500 Total US Stock Mkt ETF 0.1%
Value ($000) $118 Shares 1,480 Est. Cost $75.36 Unrealized
CM Canadian Imperial Bank Common 0.1%
Value ($000) $116 Shares 2,646 Est. Cost $48.76 Unrealized -14.8%
PRU Prudential Financial 0.1%
Value ($000) $114 Shares 1,332 Est. Cost $75.74 Unrealized +7.6%
SLF Sun Life Finl Inc Common 0.1%
Value ($000) $113 Shares 2,844 Est. Cost $39.86 Unrealized +12.4%
D Dominion Energy Inc 0.1%
Value ($000) $111 Shares 1,602 Est. Cost $59.65 Unrealized +14.6%
CL Colgate Palmolive Co 0.1%
Value ($000) $111 Shares 1,580 Est. Cost $59.42 Unrealized +21.9%
VOT Vanguard Mid-Cap Growth Index ETF 0.1%
Value ($000) $109 Shares 640 Est. Cost $193.95 Unrealized
MS Morgan Stanley 0.1%
Value ($000) $108 Shares 1,364 Est. Cost $45.69 Unrealized +64.7%
MSI Motorola Solutions Inc Common New 0.1%
Value ($000) $105 Shares 470 Est. Cost $195.22 Unrealized +16.2%
VHT Vanguard Health Care ETF 0.1%
Value ($000) $102 Shares 455 Est. Cost $229.35 Unrealized
JEPI JP Morgan Premium Income ETF 0.1%
Value ($000) $102 Shares 2,000 Est. Cost $55.50 Unrealized
HYG Ishares Tr Iboxx High Yld ETF 0.0%
Value ($000) $100 Shares 1,400 Est. Cost $83.52 Unrealized
SYY Sysco Corp 0.0%
Value ($000) $99 Shares 1,395 Est. Cost $54.53 Unrealized +38.9%
SPXL Direxion Daily S&P 500 Bull 3x Shares ETF 0.0%
Value ($000) $98 Shares 1,825 Est. Cost $27.33 Unrealized
DWM Wisdomtree International Equity Fund Eqy ETF 0.0%
Value ($000) $97 Shares 2,415 Est. Cost $49.57 Unrealized
IVV Ishares Tr Core S&P 500 ETF 0.0%
Value ($000) $93 Shares 258 Est. Cost $336.26 Unrealized
MNST Monster Beverage Corp 0.0%
Value ($000) $92 Shares 1,062 Est. Cost $41.94 Unrealized +9.9%
ADSK Autodesk Inc 0.0%
Value ($000) $92 Shares 492 Est. Cost $230.34 Unrealized -12.3%
CCI Crown Castle Intl Corp Common 0.0%
Value ($000) $91 Shares 630 Est. Cost $146.11 Unrealized -2.4%
BSCQ Invesco BulletShares 2026 Corp Bd ETF 0.0%
Value ($000) $90 Shares 4,835 Est. Cost $19.39 Unrealized
ELV Elevance Health, Inc. 0.0%
Value ($000) $90 Shares 198 Est. Cost $208.39 Unrealized +118.5%
CMI Cummins Inc 0.0%
Value ($000) $89 Shares 435 Est. Cost $134.86 Unrealized +45.5%
BCE BCE Inc Common New 0.0%
Value ($000) $87 Shares 2,085 Est. Cost $39.44 Unrealized -4.6%
XNTK Spdr NYSE Technology ETF 0.0%
Value ($000) $86 Shares 915 Est. Cost $118.39 Unrealized
BEN Franklin Res Inc Common 0.0%
Value ($000) $86 Shares 4,000 Est. Cost $17.10 Unrealized +25.1%
MCHP Microchip Tech Inc 0.0%
Value ($000) $86 Shares 1,404 Est. Cost $57.37 Unrealized +5.7%
GABC German Amern Bancorp Inc Common 0.0%
Value ($000) $84 Shares 2,350 Est. Cost $30.37 Unrealized +9.1%
LEN Lennar Corp Class A 0.0%
Value ($000) $81 Shares 1,082 Est. Cost $52.05 Unrealized +42.2%
USMV Ishares Msci Usa Min Vol Factor ETF 0.0%
Value ($000) $77 Shares 1,165 Est. Cost $69.72 Unrealized
Invesco BulletShares 2024 Corp Bd ETF 0.0%
Value ($000) $77 Shares 3,759 Est. Cost $20.70 Unrealized
JCI Johnson Controls International PLC Shs 0.0%
Value ($000) $76 Shares 1,545 Est. Cost $32.46 Unrealized +52.9%
Invesco BulletShares 2025 Corp Bd ETF 0.0%
Value ($000) $75 Shares 3,770 Est. Cost $20.69 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $74 Shares 690 Est. Cost $48.88 Unrealized +143.7%
IWS IShares Russell Mid-cap Value ETF 0.0%
Value ($000) $74 Shares 772 Est. Cost $117.50 Unrealized
Walgreens Boots Alliance Inc 0.0%
Value ($000) $73 Shares 2,340 Est. Cost $46.13 Unrealized
MPC Marathon Petroleum Corp 0.0%
Value ($000) $73 Shares 730 Est. Cost $45.75 Unrealized +90.0%
WEC Wec Energy Group Inc 0.0%
Value ($000) $68 Shares 756 Est. Cost $59.04 Unrealized +53.7%
DLS Wisdomtree International Smallcap Div ETF 0.0%
Value ($000) $67 Shares 1,300 Est. Cost $63.32 Unrealized
DIVO Amplify Cwp Enhanced Dividend Income ETF 0.0%
Value ($000) $67 Shares 2,080 Est. Cost $32.21 Unrealized
IYF Ishares Trust DJ US Financial Financials ETF 0.0%
Value ($000) $65 Shares 955 Est. Cost $69.43 Unrealized
TMUS T-mobile US Inc Common 0.0%
Value ($000) $64 Shares 475 Est. Cost $91.54 Unrealized +48.2%
ARKK ARK Innovation ETF 0.0%
Value ($000) $64 Shares 1,688 Est. Cost $115.16 Unrealized
COP Conocophillips 0.0%
Value ($000) $63 Shares 620 Est. Cost $59.38 Unrealized +48.5%
EXPD Expeditors Intl Wash Inc 0.0%
Value ($000) $61 Shares 689 Est. Cost $105.10 Unrealized -8.7%
PPG PPG Industries Inc 0.0%
Value ($000) $61 Shares 550 Est. Cost $102.71 Unrealized +11.9%
FCOM Fidelity MSCI Communication Services Index ETF 0.0%
Value ($000) $60 Shares 1,910 Est. Cost $46.21 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $60 Shares 1,883 Est. Cost $23.36 Unrealized +28.0%
COST Costco Wholesale Corp Com 0.0%
Value ($000) $57 Shares 120 Est. Cost $312.30 Unrealized +59.5%
BSV Vanguard Bond Index ETF 0.0%
Value ($000) $56 Shares 750 Est. Cost $78.41 Unrealized
Discover Finl Svcs Common 0.0%
Value ($000) $55 Shares 600 Est. Cost $76.80 Unrealized
ENB Enbridge Inc Common 0.0%
Value ($000) $55 Shares 1,491 Est. Cost $25.67 Unrealized +31.7%
COF Capital One Financial 0.0%
Value ($000) $54 Shares 585 Est. Cost $127.64 Unrealized -21.4%
SEDG SolarEdge Technologies Inc. 0.0%
Value ($000) $52 Shares 225 Est. Cost $276.37 Unrealized +6.7%
NVS Novartis AG Spons ADR 0.0%
Value ($000) $52 Shares 678 Est. Cost $86.97 Unrealized
DOW Dow Inc Corp Common 0.0%
Value ($000) $51 Shares 1,171 Est. Cost $36.42 Unrealized +13.9%
Invesco BulletShares 2023 Corp Bd ETF 0.0%
Value ($000) $51 Shares 2,452 Est. Cost $21.40 Unrealized
KLAC Kla-tencor Corp Common 0.0%
Value ($000) $51 Shares 170 Est. Cost $129.13 Unrealized +159.1%
EMR Emerson Electric Company 0.0%
Value ($000) $50 Shares 688 Est. Cost $52.06 Unrealized +49.1%
DON Wisdomtree US Midcap Dividend Fund ETF 0.0%
Value ($000) $49 Shares 1,300 Est. Cost $36.36 Unrealized
HYD Vaneck High Yield Muni ETF 0.0%
Value ($000) $48 Shares 960 Est. Cost $62.50 Unrealized
NFLX Netflix Inc Common 0.0%
Value ($000) $48 Shares 204 Est. Cost $51.35 Unrealized -56.7%
XLY Consumer Discretionary Select Sector SPDR ETF 0.0%
Value ($000) $46 Shares 320 Est. Cost $166.98 Unrealized
VIS Vanguard Industrials ETF 0.0%
Value ($000) $46 Shares 290 Est. Cost $174.45 Unrealized
BUD Anheuser Busch Inbev Sa/nv Sponsored ADR 0.0%
Value ($000) $45 Shares 1,000 Est. Cost $44.63 Unrealized
IGM Ishares Expanded Tech Sector ETF 0.0%
Value ($000) $44 Shares 160 Est. Cost $168.75 Unrealized
ROK Rockwell Automation Inc 0.0%
Value ($000) $43 Shares 200 Est. Cost $163.96 Unrealized +34.1%
IGSB Ishares Trust Corporate Bond ETF 0.0%
Value ($000) $43 Shares 864 Est. Cost $78.13 Unrealized
XYZ Block Inc 0.0%
Value ($000) $43 Shares 790 Est. Cost $137.98 Unrealized -48.7%
PYPL Paypal Holdings Inc 0.0%
Value ($000) $42 Shares 485 Est. Cost $173.01 Unrealized -48.9%
XLF Sector SPDR Tr Financial 0.0%
Value ($000) $42 Shares 1,370 Est. Cost $27.99 Unrealized
ASH Ashland Global Hldgs 0.0%
Value ($000) $41 Shares 435 Est. Cost $62.25 Unrealized +52.3%
TSN Tyson Foods Inc Class A 0.0%
Value ($000) $41 Shares 625 Est. Cost $61.10 Unrealized +15.3%
VTIP Vanguard Short-Term Inflation-Protected ETF 0.0%
Value ($000) $41 Shares 860 Est. Cost $51.16 Unrealized
SLV Ishares Silver Tr 0.0%
Value ($000) $40 Shares 2,300 Est. Cost $15.23 Unrealized
Invesco Bullet Shares 2022 Corp Bd ETF 0.0%
Value ($000) $40 Shares 1,900 Est. Cost $20.89 Unrealized
CFO Victoryshares US 500 Enhanced Volatility WTD ETF 0.0%
Value ($000) $38 Shares 600 Est. Cost $63.33 Unrealized
JNK SPDR Bloomberg High Yield Bond ETF 0.0%
Value ($000) $38 Shares 434 Est. Cost $106.60 Unrealized
SLB Schlumberger LTD 0.0%
Value ($000) $37 Shares 1,030 Est. Cost $49.79 Unrealized -32.9%
TSLA Tesla Inc 0.0%
Value ($000) $37 Shares 141 Est. Cost $241.05 Unrealized +15.9%
FCX Freeport-McMoran Inc 0.0%
Value ($000) $37 Shares 1,370 Est. Cost $19.32 Unrealized +44.4%
IVW Ishares Trust S&P 500 Growth ETF 0.0%
Value ($000) $37 Shares 632 Est. Cost $103.82 Unrealized
CTSH Cognizant Technlogy Sol 0.0%
Value ($000) $36 Shares 630 Est. Cost $56.31 Unrealized +10.0%
TM Toyota Mtr Corp ADR 2 0.0%
Value ($000) $36 Shares 275 Est. Cost $133.69 Unrealized
QABA First Tr Nasdaq ABA Cmnty Bk Index Fund 0.0%
Value ($000) $35 Shares 700 Est. Cost $52.86 Unrealized
EBAY Ebay Inc 0.0%
Value ($000) $35 Shares 960 Est. Cost $47.00 Unrealized -11.3%
BURL Burlington Store, Inc 0.0%
Value ($000) $34 Shares 300 Est. Cost $219.13 Unrealized -33.5%
EVRG Evergy Inc 0.0%
Value ($000) $33 Shares 556 Est. Cost $42.74 Unrealized +36.4%
IJH Ishares Tr Core S&P Mid-Cap ETF 0.0%
Value ($000) $33 Shares 150 Est. Cost $199.73 Unrealized
PH Parker Hannifin Corp Common 0.0%
Value ($000) $32 Shares 130 Est. Cost $150.46 Unrealized +72.2%
DRI Darden Restaurants 0.0%
Value ($000) $32 Shares 250 Est. Cost $88.75 Unrealized +26.4%
BX Blackstone Inc Common 0.0%
Value ($000) $31 Shares 370 Est. Cost $101.92 Unrealized -14.4%
SCHP Schwab US Tips ETF 0.0%
Value ($000) $31 Shares 600 Est. Cost $60.00 Unrealized
EEMV Ishares Msci Emerging Markets Min Vol Factor ETF 0.0%
Value ($000) $30 Shares 590 Est. Cost $57.35 Unrealized
Western Asset Managed Muns Fd Inc Common 0.0%
Value ($000) $29 Shares 3,000 Est. Cost $14.00 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $29 Shares 475 Est. Cost $55.58 Unrealized +0.3%
IBB Ishares Biotechnology ETF 0.0%
Value ($000) $29 Shares 245 Est. Cost $128.64 Unrealized
IJT Ishares Trust S&P Small Capital 600 Growth ETF 0.0%
Value ($000) $28 Shares 280 Est. Cost $146.43 Unrealized
DNP Select Income FD Inc 0.0%
Value ($000) $28 Shares 2,750 Est. Cost $12.09 Unrealized
AZN Astrazeneca PLC ADR 0.0%
Value ($000) $28 Shares 515 Est. Cost $48.48 Unrealized
VDC Vanguard Consumer Staples Index Fund ETF 0.0%
Value ($000) $28 Shares 165 Est. Cost $180.07 Unrealized
XPO XPO Logistics Inc 0.0%
Value ($000) $28 Shares 640 Est. Cost $48.30 Unrealized -35.5%
BNDX Vanguard Total International ETF 0.0%
Value ($000) $27 Shares 576 Est. Cost $57.29 Unrealized
IVE Ishares S&P 500 Value ETF 0.0%
Value ($000) $27 Shares 212 Est. Cost $118.94 Unrealized
VVV Valvoline Inc 0.0%
Value ($000) $26 Shares 1,022 Est. Cost $21.83 Unrealized +34.1%
IJS Ishares S&P Small Cap 600 Value Index ETF 0.0%
Value ($000) $26 Shares 318 Est. Cost $100.63 Unrealized
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF 0.0%
Value ($000) $25 Shares 545 Est. Cost $49.54 Unrealized
ADM Archer Danels Midland 0.0%
Value ($000) $24 Shares 300 Est. Cost $32.34 Unrealized +129.7%
SJM Smucker J M Common New 0.0%
Value ($000) $23 Shares 165 Est. Cost $97.31 Unrealized +24.6%
SCHW Schwab Charles Corp New Common 0.0%
Value ($000) $23 Shares 325 Est. Cost $41.12 Unrealized +61.0%
CMG Chipotle Mexican Grill Inc Common 0.0%
Value ($000) $23 Shares 15 Est. Cost $15.81 Unrealized +96.1%
DGRO Ishares Core Dividend Growth ETF 0.0%
Value ($000) $22 Shares 505 Est. Cost $53.47 Unrealized
RPM RPM International Inc Common 0.0%
Value ($000) $22 Shares 268 Est. Cost $88.84 Unrealized 0.0%
EPD Enterprise Products Partners LP 0.0%
Value ($000) $22 Shares 936 Est. Cost $22.33 Unrealized
TSM Taiwan Semicondutor Mfg 0.0%
Value ($000) $21 Shares 305 Est. Cost $68.85 Unrealized
TECL Direxion Daily Technology Bull 3X ETF 0.0%
Value ($000) $21 Shares 975 Est. Cost $43.44 Unrealized
CTVA Corteva Inc Com 0.0%
Value ($000) $21 Shares 375 Est. Cost $41.24 Unrealized +36.2%
KR Kroger Company 0.0%
Value ($000) $21 Shares 480 Est. Cost $44.08 Unrealized 0.0%
BSJO Invesco BulletShares 2024 Hi Yld Corp Bd ETF 0.0%
Value ($000) $20 Shares 926 Est. Cost $24.65 Unrealized
WMB The Williams Co Inc 0.0%
Value ($000) $20 Shares 710 Est. Cost $23.31 Unrealized +19.7%
BIIB Biogen Incorporated 0.0%
Value ($000) $20 Shares 75 Est. Cost $319.93 Unrealized -33.6%
Lam Resh Corp Common 0.0%
Value ($000) $20 Shares 55 Est. Cost $200.00 Unrealized
ADI Analog Devices Inc Corp Com 0.0%
Value ($000) $19 Shares 135 Est. Cost $143.52 Unrealized +3.8%
Invesco BulletShares 2022 Hi Yld Corp Bd ETF 0.0%
Value ($000) $19 Shares 855 Est. Cost $23.39 Unrealized
Kelloggs 0.0%
Value ($000) $19 Shares 270 Est. Cost $47.62 Unrealized +28.4%
AFL AFLAC Inc 0.0%
Value ($000) $19 Shares 340 Est. Cost $46.50 Unrealized +17.3%
VPU Vanguard Utilities ETF 0.0%
Value ($000) $18 Shares 125 Est. Cost $138.07 Unrealized
VAW Vanguard Materials Index Fund ETF 0.0%
Value ($000) $18 Shares 120 Est. Cost $161.01 Unrealized
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $18 Shares 215 Est. Cost $86.96 Unrealized +5.9%
Invesco BulletShares 2023 Hi Yld Corp Bd ETF 0.0%
Value ($000) $18 Shares 785 Est. Cost $25.48 Unrealized
IDA Idacorp Inc 0.0%
Value ($000) $18 Shares 182 Est. Cost $93.46 Unrealized +16.6%
XLP Consumer Staples Select Sector SPDR ETF 0.0%
Value ($000) $17 Shares 250 Est. Cost $70.02 Unrealized
AMAT Applied Materials Inc 0.0%
Value ($000) $16 Shares 200 Est. Cost $50.32 Unrealized +85.8%
SHYD Vaneck Short High Yield Muni ETF 0.0%
Value ($000) $16 Shares 750 Est. Cost $24.00 Unrealized
IDV Ishares International Select Div ETF 0.0%
Value ($000) $15 Shares 650 Est. Cost $30.78 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $15 Shares 175 Est. Cost $75.28 Unrealized +14.6%
CNC Centene Corp Del Common 0.0%
Value ($000) $15 Shares 196 Est. Cost $52.04 Unrealized +71.7%
FFBC First Financial Bancorp Corp 0.0%
Value ($000) $15 Shares 693 Est. Cost $21.85 Unrealized -13.4%
BR Broadridge Finl Solutions Inc Common 0.0%
Value ($000) $14 Shares 95 Est. Cost $82.33 Unrealized +85.9%
XLB Sector SPDR Tr FD Materials 0.0%
Value ($000) $14 Shares 200 Est. Cost $47.94 Unrealized
PGF Invesco Exchange-Traded Fd Tr Finl PFD ETF 0.0%
Value ($000) $14 Shares 950 Est. Cost $18.50 Unrealized
VOD Vodafone Group Plc New Sponsored ADR 0.0%
Value ($000) $14 Shares 1,268 Est. Cost $15.77 Unrealized
DVN Devon Energy Corporation New 0.0%
Value ($000) $14 Shares 230 Est. Cost $47.84 Unrealized +10.7%
Lithium Americas Corp. 0.0%
Value ($000) $13 Shares 500 Est. Cost $20.00 Unrealized
FSLR First Solar Inc Common 0.0%
Value ($000) $13 Shares 100 Est. Cost $54.92 Unrealized +95.1%
Logicbio Therapeutics Inc. 0.0%
Value ($000) $12 Shares 42,325 Est. Cost $0.83 Unrealized
DCI Donaldson Company Inc 0.0%
Value ($000) $12 Shares 240 Est. Cost $49.40 Unrealized 0.0%
OTTR Otter Tail Corp Common 0.0%
Value ($000) $12 Shares 200 Est. Cost $43.72 Unrealized +51.2%
IYW iShrares U.S. Technology ETF 0.0%
Value ($000) $12 Shares 160 Est. Cost $134.38 Unrealized
BSCV Invesco BulletShares 2031 Corp Bond ETF 0.0%
Value ($000) $11 Shares 712 Est. Cost $15.45 Unrealized
RSG Republic Services Inc 0.0%
Value ($000) $11 Shares 80 Est. Cost $133.82 Unrealized 0.0%
BSCU Invesco BulletShares 2030 Corp Bond ETF 0.0%
Value ($000) $11 Shares 707 Est. Cost $16.97 Unrealized
VFC V F Corp Common 0.0%
Value ($000) $11 Shares 380 Est. Cost $72.99 Unrealized -40.9%
BSCT Invesco BulletShares 2029 Corp Bond ETF 0.0%
Value ($000) $11 Shares 642 Est. Cost $18.69 Unrealized
VLO Valero Energy Corp 0.0%
Value ($000) $11 Shares 100 Est. Cost $55.88 Unrealized +77.8%
EXC Exelon Corp 0.0%
Value ($000) $11 Shares 300 Est. Cost $21.66 Unrealized +80.3%
NVO Novo-nordisk A S ADR 0.0%
Value ($000) $10 Shares 100 Est. Cost $60.00 Unrealized
HWM Howmet Aerospace Inc Common 0.0%
Value ($000) $10 Shares 333 Est. Cost $12.97 Unrealized +167.8%
INVZ Innoviz Technologies Ltd Corp 0.0%
Value ($000) $10 Shares 2,000 Est. Cost $4.79 Unrealized 0.0%
ROBT First Trust Nasdaq Al & Robotics ETF 0.0%
Value ($000) $10 Shares 300 Est. Cost $30.00 Unrealized
CTBI Community Trust Bancorp Inc Common 0.0%
Value ($000) $10 Shares 250 Est. Cost $25.28 Unrealized +45.8%
BAX Baxter International Inc Com 0.0%
Value ($000) $9 Shares 175 Est. Cost $55.58 Unrealized -0.5%
BUSE First Busey Corp Common New 0.0%
Value ($000) $9 Shares 400 Est. Cost $20.33 Unrealized +0.3%
MHK Mohawk Ind Inc 0.0%
Value ($000) $9 Shares 100 Est. Cost $166.65 Unrealized -30.4%
ARLP Alliance Resource Partner LP 0.0%
Value ($000) $9 Shares 400 Est. Cost $20.67 Unrealized
XHB Spdr Ser Tr S&p Homebuilders ETF 0.0%
Value ($000) $9 Shares 160 Est. Cost $56.25 Unrealized
KMI Kinder Morgan Inc Del 0.0%
Value ($000) $9 Shares 523 Est. Cost $15.21 Unrealized -2.9%
PSR Invesco Active US Real Estate Fund ETF 0.0%
Value ($000) $8 Shares 100 Est. Cost $80.00 Unrealized
ALC Alcon Inc Ord Shs Common 0.0%
Value ($000) $8 Shares 144 Est. Cost $56.67 Unrealized +21.2%
PCAR Paccar Inc 0.0%
Value ($000) $8 Shares 100 Est. Cost $40.60 Unrealized +23.9%
BOH Bank of Hawaii Corp 0.0%
Value ($000) $8 Shares 100 Est. Cost $68.79 Unrealized -2.7%
CCL Carnival Corporation 0.0%
Value ($000) $8 Shares 1,124 Est. Cost $20.84 Unrealized -53.5%
Akouos Inc 0.0%
Value ($000) $8 Shares 1,116 Est. Cost $7.17 Unrealized
VSS Vanguard FTSE All World Ex US Small Cap ETF 0.0%
Value ($000) $8 Shares 85 Est. Cost $109.00 Unrealized
SNY Sanofi-Aventis 0.0%
Value ($000) $8 Shares 200 Est. Cost $50.00 Unrealized
MKC McCormick & Co Inc Common Non Vtg 0.0%
Value ($000) $7 Shares 96 Est. Cost $87.09 Unrealized -11.1%
WSO Watsco Inc 0.0%
Value ($000) $7 Shares 26 Est. Cost $263.17 Unrealized +3.0%
CAH Cardinal Health Inc 0.0%
Value ($000) $7 Shares 100 Est. Cost $44.62 Unrealized +32.8%
ABBNY ABB LTD Spons ADR 0.0%
Value ($000) $7 Shares 260 Est. Cost $30.00 Unrealized
LNC Lincoln National Corp 0.0%
Value ($000) $7 Shares 160 Est. Cost $39.22 Unrealized 0.0%
IYR Ishares Tr Dow Jones Real ES 0.0%
Value ($000) $7 Shares 90 Est. Cost $78.95 Unrealized
AWK American Water Works Co Inc 0.0%
Value ($000) $7 Shares 54 Est. Cost $129.21 Unrealized +8.3%
BK Bank New York Mellon Corp 0.0%
Value ($000) $6 Shares 150 Est. Cost $42.65 Unrealized -9.3%
CARR Carrier Global Corp Common 0.0%
Value ($000) $6 Shares 181 Est. Cost $36.44 Unrealized +3.2%
EXR Extra Space Storage Inc REIT 0.0%
Value ($000) $6 Shares 36 Est. Cost $158.60 Unrealized +3.0%
BHF Brighthouse Finl Inc Common 0.0%
Value ($000) $6 Shares 147 Est. Cost $57.39 Unrealized -20.7%
BDX Becton Dickinson & Co 0.0%
Value ($000) $6 Shares 25 Est. Cost $217.21 Unrealized +8.0%
ADBE Adobe Systems Incorporated Delaware 0.0%
Value ($000) $6 Shares 22 Est. Cost $236.55 Unrealized +60.0%
AMLP Alps ETF Tr 0.0%
Value ($000) $6 Shares 160 Est. Cost $19.23 Unrealized
GWW Grainger W Inc Common 0.0%
Value ($000) $6 Shares 12 Est. Cost $452.39 Unrealized +12.7%
PLD Prologis Inc Common 0.0%
Value ($000) $6 Shares 60 Est. Cost $131.96 Unrealized -15.5%
MRVL Marvell Technology Inc Common 0.0%
Value ($000) $6 Shares 150 Est. Cost $58.88 Unrealized -17.1%
CXSE Wisdom Tree China ETF 0.0%
Value ($000) $5 Shares 160 Est. Cost $71.88 Unrealized
Atlas Air World Holding 0.0%
Value ($000) $5 Shares 50 Est. Cost $48.01 Unrealized
CENX Century Aluminum Co 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $14.25 Unrealized -46.7%
XLI Industrial Select Sector Spdr Fund Etf 0.0%
Value ($000) $5 Shares 63 Est. Cost $95.24 Unrealized
United States Steel Common 0.0%
Value ($000) $4 Shares 225 Est. Cost $22.22 Unrealized
CLX Clorox Co Calif 0.0%
Value ($000) $4 Shares 35 Est. Cost $157.42 Unrealized -18.1%
America Movil Sab DE ADR 0.0%
Value ($000) $4 Shares 234 Est. Cost $14.52 Unrealized
RCL Royal Caribbean Cruises Ltd Shs 0.0%
Value ($000) $4 Shares 100 Est. Cost $113.98 Unrealized -65.1%
HAP Vaneck Natural Resources ETF 0.0%
Value ($000) $4 Shares 85 Est. Cost $33.66 Unrealized
DLR Digital Rlty Tr Inc REIT 0.0%
Value ($000) $4 Shares 41 Est. Cost $121.02 Unrealized -10.3%
SUPN Supernus Pharmaceuticals Inc 0.0%
Value ($000) $4 Shares 120 Est. Cost $32.54 Unrealized 0.0%
SPG Simon Property Group INC Prop Grp REIT 0.0%
Value ($000) $4 Shares 40 Est. Cost $91.23 Unrealized -7.3%
VMC Vulcan Materials Common 0.0%
Value ($000) $4 Shares 25 Est. Cost $172.91 Unrealized -8.5%
ALK Alaska Air Group Inc Corp Common 0.0%
Value ($000) $4 Shares 100 Est. Cost $67.73 Unrealized -35.2%
BWA Borg-Warner Automotive Inc 0.0%
Value ($000) $3 Shares 100 Est. Cost $37.29 Unrealized -17.5%
TPR Tapestry Inc Common 0.0%
Value ($000) $3 Shares 100 Est. Cost $26.16 Unrealized +16.1%
PSX Phillips 66 Com 0.0%
Value ($000) $3 Shares 38 Est. Cost $68.86 Unrealized +9.5%
HOG Harley Davidson 0.0%
Value ($000) $3 Shares 100 Est. Cost $48.62 Unrealized -22.8%
OTIS Otis Worldwide Corp Common 0.0%
Value ($000) $3 Shares 51 Est. Cost $47.48 Unrealized +45.9%
NVAX Novavax, Inc Common 0.0%
Value ($000) $3 Shares 142 Est. Cost $8.46 Unrealized +412.1%
FTV Fortive Corporation 0.0%
Value ($000) $3 Shares 45 Est. Cost $47.35 Unrealized -2.7%
BHP BHP Group Limited 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
IYZ Ishares Tr US Telecommunications ETF 0.0%
Value ($000) $3 Shares 150 Est. Cost $28.57 Unrealized
BSJP Invesco BulletShares 2025 Hi Yld Corp Bd ETF 0.0%
Value ($000) $3 Shares 129 Est. Cost $23.26 Unrealized
BSJQ Invesco BulletShares 2026 Hi Yld Corp Bd ETF 0.0%
Value ($000) $3 Shares 127 Est. Cost $23.62 Unrealized
STZ Constellation Brands Common 0.0%
Value ($000) $3 Shares 15 Est. Cost $175.24 Unrealized +30.9%
GLW Corning Incorporated 0.0%
Value ($000) $3 Shares 100 Est. Cost $25.23 Unrealized +21.9%
RWO SPDR Dow Jones Global Real Estate ETF 0.0%
Value ($000) $2 Shares 40 Est. Cost $51.64 Unrealized
SCHH Schwab Strategic Tr ETF 0.0%
Value ($000) $2 Shares 90 Est. Cost $22.22 Unrealized
MU Micron Technology Inc Common 0.0%
Value ($000) $2 Shares 45 Est. Cost $73.27 Unrealized -22.3%
XLU Sector SPDR Tr - Utilities 0.0%
Value ($000) $2 Shares 38 Est. Cost $52.63 Unrealized
VTRS Viatris Inc 0.0%
Value ($000) $2 Shares 271 Est. Cost $11.33 Unrealized -25.6%
STLA Stellantis N V F 0.0%
Value ($000) $2 Shares 200 Est. Cost $15.00 Unrealized
ETFMG Alternative Harvest ETF 0.0%
Value ($000) $1 Shares 295 Est. Cost $18.14 Unrealized
HAL Halliburton Co 0.0%
Value ($000) $1 Shares 50 Est. Cost $35.93 Unrealized -26.1%
AA Alcoa Corporation Common 0.0%
Value ($000) $1 Shares 28 Est. Cost $62.21 Unrealized -27.9%
BIV Vanguard Inter Term Bond ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $100.00 Unrealized
Arconic Corporation 0.0%
Value ($000) $1 Shares 83 Est. Cost $12.05 Unrealized
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $1 Shares 9 Est. Cost $141.87 Unrealized
DJT Digital World Acquisition Corp Common 0.0%
Value ($000) $1 Shares 52 Est. Cost $45.24 Unrealized -41.7%
NOBL Proshares S&P 500 Dividend Aristocrats ETF 0.0%
Value ($000) $1 Shares 17 Est. Cost $58.82 Unrealized
WDS Woodside Energy Group Ltd ADR 0.0%
Value ($000) $1 Shares 18 Est. Cost $55.56 Unrealized
Howard Hughes Corp Common 0.0%
Value ($000) $1 Shares 20 Est. Cost $100.00 Unrealized
SPSB SPDR Portfolio Short Term Corp Bond ETF 0.0%
Value ($000) $1 Shares 27 Est. Cost $37.04 Unrealized