Independence Bank of Kentucky Diversified Active

CIK: 0001730479 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 23, 2024

Total Value ($000): $284,608 (100.0% shares, 0.0% debt)

Holdings (519)

SPY S&P 500 Tr UTS Unit 1 Ser 6.3%
Value ($000) $17,845 Shares 37,544 Est. Cost $384.69 Unrealized
AAPL Apple Incorporated 4.4%
Value ($000) $12,462 Shares 64,728 Est. Cost $90.48 Unrealized +102.0%
MSFT Microsoft Corp 3.0%
Value ($000) $8,591 Shares 22,845 Est. Cost $197.42 Unrealized +77.5%
GOOGL Alphabet Inc Class A 2.6%
Value ($000) $7,328 Shares 52,459 Est. Cost $107.94 Unrealized +23.5%
AMZN Amazon Com Inc 2.4%
Value ($000) $6,736 Shares 44,331 Est. Cost $122.29 Unrealized +14.6%
JPM J P Morgan Chase & Co 2.1%
Value ($000) $6,117 Shares 35,963 Est. Cost $101.47 Unrealized +42.8%
EFA Ishares Tr MSCI EAFE Index 2.1%
Value ($000) $5,992 Shares 79,518 Est. Cost $69.65 Unrealized
VOO Vanguard S&P 500 Index ETF 2.0%
Value ($000) $5,701 Shares 13,051 Est. Cost $323.74 Unrealized
V Visa Inc 1.8%
Value ($000) $5,195 Shares 19,954 Est. Cost $159.95 Unrealized +51.7%
IWR Ishares Russell Midcap Index 1.7%
Value ($000) $4,851 Shares 62,410 Est. Cost $63.44 Unrealized
META Meta Platform, Inc. 1.5%
Value ($000) $4,315 Shares 12,191 Est. Cost $207.74 Unrealized +55.7%
IWM Russell 2000 Index Fund 1.5%
Value ($000) $4,299 Shares 21,419 Est. Cost $177.05 Unrealized
PG Procter & Gamble Co 1.4%
Value ($000) $3,968 Shares 27,077 Est. Cost $80.80 Unrealized +74.0%
CVX Chevron Corporation 1.2%
Value ($000) $3,451 Shares 23,137 Est. Cost $97.06 Unrealized +42.0%
CRM Salesforce Common Inc 1.2%
Value ($000) $3,438 Shares 13,064 Est. Cost $166.32 Unrealized +34.4%
LOW Lowes Cos Inc 1.2%
Value ($000) $3,325 Shares 14,941 Est. Cost $96.56 Unrealized +101.7%
JNJ Johnson & Johnson 1.2%
Value ($000) $3,277 Shares 20,908 Est. Cost $115.36 Unrealized +24.5%
LLY Lilly Eli & Co 1.1%
Value ($000) $3,024 Shares 5,187 Est. Cost $265.38 Unrealized +116.7%
NVDA Nvidia Corp Common 1.0%
Value ($000) $2,934 Shares 5,924 Est. Cost $30.10 Unrealized +53.9%
NEE Nextera Energy Inc 1.0%
Value ($000) $2,795 Shares 46,015 Est. Cost $60.44 Unrealized -11.5%
EEM Ishares MSCI Emerging Mkts Index Fund 1.0%
Value ($000) $2,765 Shares 68,765 Est. Cost $47.15 Unrealized
GUNR Flexshares Morningstar Global Natural Res ETF 0.9%
Value ($000) $2,626 Shares 64,120 Est. Cost $35.75 Unrealized
XOM Exxon Mobil Corp 0.9%
Value ($000) $2,601 Shares 26,020 Est. Cost $46.59 Unrealized +109.5%
UNH United Health Group Inc 0.9%
Value ($000) $2,587 Shares 4,914 Est. Cost $400.88 Unrealized +27.5%
UPS United Parcel Service 0.9%
Value ($000) $2,525 Shares 16,057 Est. Cost $108.79 Unrealized +23.4%
PEP Pepsico Inc 0.9%
Value ($000) $2,500 Shares 14,721 Est. Cost $102.41 Unrealized +50.1%
USB US Bancorp Del 0.8%
Value ($000) $2,232 Shares 51,581 Est. Cost $38.18 Unrealized -13.3%
KO Coca Cola Co 0.8%
Value ($000) $2,201 Shares 37,348 Est. Cost $38.41 Unrealized +38.7%
ACN Accenture PLC 0.8%
Value ($000) $2,170 Shares 6,185 Est. Cost $267.38 Unrealized +16.9%
CVS CVS Health Corporation 0.7%
Value ($000) $2,065 Shares 26,158 Est. Cost $56.32 Unrealized +16.1%
PANW Palo Alto Networks Inc Common 0.7%
Value ($000) $2,061 Shares 6,988 Est. Cost $73.94 Unrealized +80.8%
BA Boeing Company 0.7%
Value ($000) $2,033 Shares 7,800 Est. Cost $223.11 Unrealized -4.1%
PFE Pfizer Inc 0.7%
Value ($000) $1,977 Shares 68,678 Est. Cost $26.01 Unrealized +1.5%
ICE Intercontinental Exchange Inc 0.7%
Value ($000) $1,947 Shares 15,161 Est. Cost $74.20 Unrealized +48.8%
GD General Dynamics Corp 0.7%
Value ($000) $1,933 Shares 7,445 Est. Cost $146.01 Unrealized +60.4%
VB Vanguard Small Cap ETF 0.7%
Value ($000) $1,878 Shares 8,805 Est. Cost $169.38 Unrealized
XLE Energy - SPDR Select Sector ETF 0.6%
Value ($000) $1,850 Shares 22,060 Est. Cost $45.43 Unrealized
IWV Ishares Tr Russell 3000 ETF 0.6%
Value ($000) $1,809 Shares 6,608 Est. Cost $194.86 Unrealized
VNQ Vanguard Real Estate ETF 0.6%
Value ($000) $1,807 Shares 20,456 Est. Cost $84.83 Unrealized
ABBV Abbvie Inc Com 0.6%
Value ($000) $1,787 Shares 11,530 Est. Cost $72.31 Unrealized +87.7%
TJX TJX Companies Inc 0.6%
Value ($000) $1,764 Shares 18,808 Est. Cost $48.96 Unrealized +78.2%
MO Altria Group Inc 0.6%
Value ($000) $1,721 Shares 42,664 Est. Cost $31.95 Unrealized +9.0%
VCSH Vanguard Short-Term Corp Index Fund 0.6%
Value ($000) $1,696 Shares 21,923 Est. Cost $80.40 Unrealized
MRK Merck & Co Inc New Com 0.6%
Value ($000) $1,672 Shares 15,333 Est. Cost $60.66 Unrealized +59.6%
VXUS Vanguard Total International Stock Index ETF 0.6%
Value ($000) $1,636 Shares 28,227 Est. Cost $53.42 Unrealized
VCIT Vanguard Intermediate-Term Corp Bond Index Fund 0.6%
Value ($000) $1,618 Shares 19,903 Est. Cost $92.99 Unrealized
VGLT Vanguard Gov't Long-Term Treasury ETF 0.6%
Value ($000) $1,596 Shares 25,935 Est. Cost $59.58 Unrealized
PFF Ishares Trust Pfd & Income Securities ETF 0.6%
Value ($000) $1,566 Shares 50,221 Est. Cost $29.82 Unrealized
HD Home Depot Inc 0.5%
Value ($000) $1,537 Shares 4,436 Est. Cost $227.40 Unrealized +29.2%
ATO ATMOS Energy Corp 0.5%
Value ($000) $1,492 Shares 12,875 Est. Cost $104.44 Unrealized +1.5%
DIS Disney (Walt) Company 0.5%
Value ($000) $1,480 Shares 16,389 Est. Cost $101.26 Unrealized -14.9%
HON Honeywell, Inc 0.5%
Value ($000) $1,438 Shares 6,855 Est. Cost $135.27 Unrealized +27.4%
DG Dollar General Corp 0.5%
Value ($000) $1,424 Shares 10,471 Est. Cost $160.98 Unrealized -28.0%
IWF Ishares Tr Russell 1000 Growth 0.5%
Value ($000) $1,413 Shares 4,662 Est. Cost $223.58 Unrealized
VO Vanguard Mid Cap ETF 0.5%
Value ($000) $1,388 Shares 5,967 Est. Cost $195.88 Unrealized
TMO Thermo Fisher Scientific Inc 0.5%
Value ($000) $1,382 Shares 2,603 Est. Cost $463.65 Unrealized +3.7%
BRK/B Berkshire Hathaway Inc Del Cl B New 0.5%
Value ($000) $1,360 Shares 3,813 Est. Cost $329.95 Unrealized +6.4%
AMT American Tower REIT 0.5%
Value ($000) $1,315 Shares 6,090 Est. Cost $167.04 Unrealized +4.9%
IEFA Ishares Tr Core MSCI EAFE ETF 0.5%
Value ($000) $1,309 Shares 18,612 Est. Cost $50.04 Unrealized
TFC Truist Financial Corp Common 0.5%
Value ($000) $1,309 Shares 35,453 Est. Cost $40.24 Unrealized -29.9%
ORCL Oracle Corp 0.5%
Value ($000) $1,290 Shares 12,240 Est. Cost $62.68 Unrealized +70.3%
ITW Illinois Tool Works Inc 0.4%
Value ($000) $1,191 Shares 4,548 Est. Cost $135.43 Unrealized +67.9%
ABT Abbott Labs 0.4%
Value ($000) $1,185 Shares 10,767 Est. Cost $74.38 Unrealized +29.2%
WMT Wal Mart Inc 0.4%
Value ($000) $1,185 Shares 7,516 Est. Cost $29.59 Unrealized +74.5%
DVY Ishares Dow Jones Select Divindex Fund 0.4%
Value ($000) $1,174 Shares 10,015 Est. Cost $89.86 Unrealized
VZ Verizon Communications Inc Usd 1 0.4%
Value ($000) $1,166 Shares 30,936 Est. Cost $35.32 Unrealized -12.2%
WM Waste Management Inc New 0.4%
Value ($000) $1,135 Shares 6,335 Est. Cost $111.28 Unrealized +46.0%
PM Philip Morris Int Inc 0.4%
Value ($000) $1,125 Shares 11,963 Est. Cost $76.44 Unrealized +9.5%
AVGO Broadcom Inc 0.4%
Value ($000) $1,115 Shares 999 Est. Cost $37.90 Unrealized +143.4%
ICLN Ishares Global Clean Energy ETF 0.4%
Value ($000) $1,079 Shares 69,299 Est. Cost $20.90 Unrealized
NKE Nike Inc Cl B 0.4%
Value ($000) $1,070 Shares 9,858 Est. Cost $101.34 Unrealized +1.6%
VCLT Vanguard Long-Term Corp Bond Index Fund 0.4%
Value ($000) $1,015 Shares 12,662 Est. Cost $98.56 Unrealized
IVV Ishares Tr Core S&P 500 ETF 0.4%
Value ($000) $1,010 Shares 2,114 Est. Cost $441.79 Unrealized
TGT Target Corp 0.4%
Value ($000) $1,005 Shares 7,054 Est. Cost $121.16 Unrealized -6.7%
VYM Vanguard High Dividend Yield ETF 0.4%
Value ($000) $999 Shares 8,952 Est. Cost $97.97 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.3%
Value ($000) $994 Shares 8,164 Est. Cost $115.97 Unrealized -5.7%
LMT Lockheed Martin Corp 0.3%
Value ($000) $973 Shares 2,147 Est. Cost $340.33 Unrealized +22.7%
MDLZ Mondelez International Inc 0.3%
Value ($000) $973 Shares 13,434 Est. Cost $42.70 Unrealized +50.6%
DE Deere & Company 0.3%
Value ($000) $948 Shares 2,370 Est. Cost $330.36 Unrealized +10.5%
SBUX Starbucks Corporation 0.3%
Value ($000) $927 Shares 9,658 Est. Cost $66.77 Unrealized +38.1%
Blackrock Inc 0.3%
Value ($000) $925 Shares 1,140 Est. Cost $687.46 Unrealized
CHDN Churchill Downs Inc 0.3%
Value ($000) $916 Shares 6,790 Est. Cost $121.81 Unrealized -3.4%
MA Mastercard Inc 0.3%
Value ($000) $901 Shares 2,112 Est. Cost $366.31 Unrealized +8.4%
RTX Raytheon Technologies Corp Common 0.3%
Value ($000) $899 Shares 10,684 Est. Cost $80.83 Unrealized -6.4%
DON Wisdomtree US Midcap Dividend Fund ETF 0.3%
Value ($000) $894 Shares 19,565 Est. Cost $45.07 Unrealized
ASML ASML Holding NV 0.3%
Value ($000) $873 Shares 1,154 Est. Cost $721.66 Unrealized
DHR Danaher Corp 0.3%
Value ($000) $873 Shares 3,775 Est. Cost $131.52 Unrealized +59.9%
GOOG Alphabet Inc Class C 0.3%
Value ($000) $859 Shares 6,093 Est. Cost $114.36 Unrealized +17.8%
MCD McDonalds Corp 0.3%
Value ($000) $852 Shares 2,875 Est. Cost $185.78 Unrealized +39.2%
NSC Norfolk Southn Corp 0.3%
Value ($000) $834 Shares 3,530 Est. Cost $189.09 Unrealized +5.8%
SMH VanEck Semiconductor ETF 0.3%
Value ($000) $833 Shares 4,765 Est. Cost $173.87 Unrealized
TMUS T-mobile US Inc Common 0.3%
Value ($000) $818 Shares 5,101 Est. Cost $134.49 Unrealized +6.5%
SCHW Schwab Charles Corp New Common 0.3%
Value ($000) $808 Shares 11,740 Est. Cost $68.46 Unrealized -18.0%
PGX Invesco Exchange Traded PFD II 0.3%
Value ($000) $797 Shares 69,477 Est. Cost $12.13 Unrealized
VEA Vanguard Tax-mgd Intl Fd Ftse Dev Mkts ETF 0.3%
Value ($000) $784 Shares 16,365 Est. Cost $45.42 Unrealized
AVUV Avantis US Small Cap Value ETF 0.3%
Value ($000) $780 Shares 8,684 Est. Cost $82.74 Unrealized
CSX CSX Corp 0.3%
Value ($000) $752 Shares 21,690 Est. Cost $29.53 Unrealized +4.5%
ULTA Ulta Salon Cosmetics & Fragrance Inc 0.3%
Value ($000) $732 Shares 1,494 Est. Cost $458.34 Unrealized -8.0%
COST Costco Wholesale Corp Com 0.3%
Value ($000) $729 Shares 1,105 Est. Cost $471.23 Unrealized +21.7%
SYK Stryker Corp 0.3%
Value ($000) $717 Shares 2,393 Est. Cost $233.40 Unrealized +17.8%
APD Air Products and Chemicals 0.3%
Value ($000) $715 Shares 2,612 Est. Cost $226.58 Unrealized +14.4%
CMCSA Comcast Corporation (New) 0.2%
Value ($000) $695 Shares 15,846 Est. Cost $40.09 Unrealized -0.0%
UNP Union Pacific Corporation 0.2%
Value ($000) $692 Shares 2,817 Est. Cost $146.43 Unrealized +42.9%
SNOW Snowflake Inc. Class A 0.2%
Value ($000) $688 Shares 3,455 Est. Cost $163.83 Unrealized +3.2%
QCOM Qualcomm Incorporated 0.2%
Value ($000) $682 Shares 4,718 Est. Cost $130.23 Unrealized -9.1%
CRWD Crowdstrike Holdings Inc Class A 0.2%
Value ($000) $673 Shares 2,634 Est. Cost $153.53 Unrealized +36.4%
IJJ Ishares Tr S&P Mid Cap 400 Value ETF 0.2%
Value ($000) $665 Shares 5,828 Est. Cost $110.02 Unrealized
SPGI S&P Global Inc Common 0.2%
Value ($000) $655 Shares 1,487 Est. Cost $201.85 Unrealized +92.3%
BLV Vanguard Long-term Bond Index Fund ETF 0.2%
Value ($000) $650 Shares 8,721 Est. Cost $58.66 Unrealized
JEPI JP Morgan Premium Income ETF 0.2%
Value ($000) $639 Shares 11,630 Est. Cost $53.89 Unrealized
EFG Ishares MSCI EAFE Growth Index Fund 0.2%
Value ($000) $639 Shares 6,596 Est. Cost $93.36 Unrealized
ETN Eaton Corporation PLC 0.2%
Value ($000) $610 Shares 2,532 Est. Cost $168.96 Unrealized +27.6%
LQD iShares iBoxx Invst Gr Corp Bd ETF 0.2%
Value ($000) $605 Shares 5,464 Est. Cost $136.35 Unrealized
MUB Ishares Tr Natl Mun Bd ETF Fund 0.2%
Value ($000) $596 Shares 5,496 Est. Cost $111.92 Unrealized
DUK Duke Energy Corp New 0.2%
Value ($000) $593 Shares 6,114 Est. Cost $69.35 Unrealized +20.9%
IDU Ishares DJ US Utilities Sctr 0.2%
Value ($000) $592 Shares 7,404 Est. Cost $99.98 Unrealized
DES Wisdomtree US Smallcap Dividend Fund ETF 0.2%
Value ($000) $576 Shares 17,895 Est. Cost $31.81 Unrealized
CSCO Cisco Systems Inc 0.2%
Value ($000) $575 Shares 11,387 Est. Cost $36.52 Unrealized +31.4%
QQQ Invesco QQQ Tr Unit Ser 1 0.2%
Value ($000) $568 Shares 1,386 Est. Cost $284.19 Unrealized
VTI Vanguard Total Stock Market ETF 0.2%
Value ($000) $565 Shares 2,382 Est. Cost $79.80 Unrealized
BAC Bank of America Corporation 0.2%
Value ($000) $561 Shares 16,664 Est. Cost $25.19 Unrealized +9.6%
SHW Sherwin-Williams Co 0.2%
Value ($000) $555 Shares 1,780 Est. Cost $259.53 Unrealized +1.7%
IWD Ishares Tr Russell 1000 Val 0.2%
Value ($000) $550 Shares 3,327 Est. Cost $148.73 Unrealized
PAYX Paychex Inc 0.2%
Value ($000) $549 Shares 4,609 Est. Cost $75.37 Unrealized +47.4%
Pioneer Natural Resources 0.2%
Value ($000) $549 Shares 2,440 Est. Cost $223.40 Unrealized
SYBT Stock Yards Bancorp Inc Corp Common 0.2%
Value ($000) $544 Shares 10,569 Est. Cost $44.47 Unrealized 0.0%
AMD Advanced Micro Devices Inc Corp Common 0.2%
Value ($000) $541 Shares 3,671 Est. Cost $111.10 Unrealized +6.1%
EXPE Expedia Group Inc 0.2%
Value ($000) $538 Shares 3,546 Est. Cost $121.47 Unrealized 0.0%
EFV Ishares MSCI EAFE Value Index Fund 0.2%
Value ($000) $536 Shares 10,294 Est. Cost $51.29 Unrealized
SOXX iShares Semiconductor ETF 0.2%
Value ($000) $527 Shares 915 Est. Cost $381.74 Unrealized
BMY Bristol Myers Squibb Co 0.2%
Value ($000) $526 Shares 10,248 Est. Cost $46.46 Unrealized +1.2%
VUG Vanguard Growth Vipers ETF 0.2%
Value ($000) $519 Shares 1,668 Est. Cost $228.68 Unrealized
NFLX Netflix Inc Common 0.2%
Value ($000) $516 Shares 1,060 Est. Cost $44.14 Unrealized -1.1%
CATH S&P 500 Catholic Values ETF 0.2%
Value ($000) $513 Shares 8,850 Est. Cost $38.70 Unrealized
COKE Coca-Cola Consolidated Inc 0.2%
Value ($000) $511 Shares 550 Est. Cost $70.13 Unrealized 0.0%
SLB Schlumberger LTD 0.2%
Value ($000) $510 Shares 9,804 Est. Cost $51.52 Unrealized -0.6%
BSCR Invesco BulletShares 2027 Corp Bd ETF 0.2%
Value ($000) $496 Shares 25,475 Est. Cost $13.64 Unrealized
ALL Allstate Corp 0.2%
Value ($000) $493 Shares 3,525 Est. Cost $85.29 Unrealized +46.3%
CB Chubb Limited, Zuerich 0.2%
Value ($000) $488 Shares 2,159 Est. Cost $160.86 Unrealized +32.9%
TSLA Tesla Inc 0.2%
Value ($000) $484 Shares 1,947 Est. Cost $191.79 Unrealized +23.9%
BSCS Invesco BulletShares 2028 Corp Bd ETF 0.2%
Value ($000) $483 Shares 23,802 Est. Cost $13.94 Unrealized
GS Goldman Sachs Group Inc 0.2%
Value ($000) $473 Shares 1,227 Est. Cost $265.15 Unrealized +19.8%
TXN Texas Instruments Inc 0.2%
Value ($000) $472 Shares 2,768 Est. Cost $149.49 Unrealized -2.7%
COP Conocophillips 0.2%
Value ($000) $468 Shares 4,030 Est. Cost $98.61 Unrealized +11.3%
NFRA Flexshares Global Broad Infrastracture Common 0.2%
Value ($000) $459 Shares 8,575 Est. Cost $56.39 Unrealized
IBM International Business Machs 0.2%
Value ($000) $452 Shares 2,763 Est. Cost $101.33 Unrealized +39.6%
CF CF Industries Holdings Inc Common 0.1%
Value ($000) $421 Shares 5,300 Est. Cost $75.56 Unrealized 0.0%
INTC Intel Corporation 0.1%
Value ($000) $421 Shares 8,371 Est. Cost $37.23 Unrealized +7.5%
NET Cloudflare Inc Class A Common 0.1%
Value ($000) $405 Shares 4,870 Est. Cost $67.07 Unrealized +4.3%
WMB The Williams Co Inc 0.1%
Value ($000) $404 Shares 11,592 Est. Cost $31.08 Unrealized +3.5%
F Ford Motor Co 0.1%
Value ($000) $402 Shares 32,975 Est. Cost $9.60 Unrealized +0.3%
SHEL Shell PLC Common 0.1%
Value ($000) $400 Shares 6,083 Est. Cost $47.43 Unrealized
GSK GSK PLC New 0.1%
Value ($000) $382 Shares 10,308 Est. Cost $0.04 Unrealized
BSCT Invesco BulletShares 2029 Corp Bd ETF 0.1%
Value ($000) $369 Shares 19,919 Est. Cost $10.88 Unrealized
GLD SPDR Gold Tr 0.1%
Value ($000) $360 Shares 1,885 Est. Cost $160.74 Unrealized
BSCV Invesco BulletShares 2031 Corp Bd ETF 0.1%
Value ($000) $359 Shares 21,854 Est. Cost $9.81 Unrealized
BSCU Invesco BulletShares 2030 Corp Bd ETF 0.1%
Value ($000) $357 Shares 21,471 Est. Cost $10.04 Unrealized
STZ Constellation Brands Common 0.1%
Value ($000) $354 Shares 1,466 Est. Cost $229.81 Unrealized -0.8%
CPRT Copart Inc 0.1%
Value ($000) $354 Shares 7,218 Est. Cost $45.41 Unrealized +4.0%
IYM Ishares Tr DJ Basic Material 0.1%
Value ($000) $335 Shares 2,425 Est. Cost $101.90 Unrealized
AMGN Amgen Inc 0.1%
Value ($000) $333 Shares 1,155 Est. Cost $165.12 Unrealized +54.5%
FTNT Fortinet Inc. 0.1%
Value ($000) $327 Shares 5,595 Est. Cost $66.20 Unrealized -16.5%
SO Southern Company 0.1%
Value ($000) $325 Shares 4,640 Est. Cost $43.99 Unrealized +44.9%
PNC PNC Financial Services Group 0.1%
Value ($000) $321 Shares 2,070 Est. Cost $106.45 Unrealized +12.7%
TLT Ishares 20 Year Trsy Bond 0.1%
Value ($000) $316 Shares 3,200 Est. Cost $98.88 Unrealized
QUAL Ishares Msci USA Quality Factor ETF 0.1%
Value ($000) $316 Shares 2,145 Est. Cost $110.45 Unrealized
USMV Ishares Msci Usa Min Vol Factor ETF 0.1%
Value ($000) $311 Shares 3,985 Est. Cost $34.47 Unrealized
BSCW Invesco BulletShares 2032 Corp Bd ETF 0.1%
Value ($000) $303 Shares 14,655 Est. Cost $19.25 Unrealized
IJK Ishares Tr S&P Midcap 400 Growth ETF 0.1%
Value ($000) $298 Shares 3,760 Est. Cost $82.12 Unrealized
HUM Humana Inc 0.1%
Value ($000) $298 Shares 650 Est. Cost $483.62 Unrealized -0.8%
ELV Elevance Health, Inc. 0.1%
Value ($000) $295 Shares 626 Est. Cost $369.54 Unrealized +20.9%
ISRG Intuitive Surgical Inc Corp 0.1%
Value ($000) $292 Shares 866 Est. Cost $302.36 Unrealized -1.4%
ADBE Adobe Systems Incorporated Delaware 0.1%
Value ($000) $289 Shares 484 Est. Cost $544.76 Unrealized +5.9%
TAN Invesco Solar ETF 0.1%
Value ($000) $285 Shares 5,335 Est. Cost $87.47 Unrealized
RSP Invesco S&P 500 Equal Weight ETF 0.1%
Value ($000) $282 Shares 1,785 Est. Cost $153.46 Unrealized
FISV Fiserv, Inc Common 0.1%
Value ($000) $277 Shares 2,086 Est. Cost $112.01 Unrealized +9.6%
IEMG Ishares Inc Core MSCI Emerging Mkts ETF 0.1%
Value ($000) $270 Shares 5,345 Est. Cost $52.24 Unrealized
AWK American Water Works Co Inc 0.1%
Value ($000) $270 Shares 2,048 Est. Cost $123.23 Unrealized -2.6%
DVN Devon Energy Corporation New 0.1%
Value ($000) $270 Shares 5,955 Est. Cost $55.37 Unrealized -23.4%
SCZ Ishares Tr MSCI EAFE Small Cap ETF 0.1%
Value ($000) $262 Shares 4,237 Est. Cost $66.13 Unrealized
MGY Magnolia Oil & Gas Corp Class A Common 0.1%
Value ($000) $258 Shares 12,100 Est. Cost $21.64 Unrealized +1.1%
IWS IShares Russell Mid-cap Value ETF 0.1%
Value ($000) $257 Shares 2,212 Est. Cost $116.71 Unrealized
IWN Ishares Russell 2000 Val Ind 0.1%
Value ($000) $254 Shares 1,634 Est. Cost $146.69 Unrealized
BSCQ Invesco BulletShares 2026 Corp Bd ETF 0.1%
Value ($000) $248 Shares 12,824 Est. Cost $12.80 Unrealized
IWO Ishares Russell 2000 Growth ETF 0.1%
Value ($000) $239 Shares 946 Est. Cost $260.20 Unrealized
VIG Vanguard Div Appreciation ETF 0.1%
Value ($000) $237 Shares 1,388 Est. Cost $120.75 Unrealized
BF/B Brown Forman Corp Class B 0.1%
Value ($000) $236 Shares 4,140 Est. Cost $45.48 Unrealized +19.6%
Invesco BulletShares 2024 Corp Bd ETF 0.1%
Value ($000) $234 Shares 11,211 Est. Cost $13.69 Unrealized
Invesco BulletShares 2025 Corp Bd ETF 0.1%
Value ($000) $233 Shares 11,408 Est. Cost $13.09 Unrealized
SYY Sysco Corp 0.1%
Value ($000) $233 Shares 3,188 Est. Cost $61.04 Unrealized +6.3%
ADP Automatic Data Processing 0.1%
Value ($000) $230 Shares 987 Est. Cost $178.75 Unrealized +24.2%
MS Morgan Stanley 0.1%
Value ($000) $225 Shares 2,414 Est. Cost $62.20 Unrealized +20.3%
SDY SPDR Spdiv ETF 0.1%
Value ($000) $224 Shares 1,795 Est. Cost $124.97 Unrealized
NVO Novo-nordisk A S ADR 0.1%
Value ($000) $220 Shares 2,125 Est. Cost $100.52 Unrealized
XLRE Real Estate - Select Sector ETF 0.1%
Value ($000) $220 Shares 5,482 Est. Cost $12.81 Unrealized
MCHP Microchip Tech Inc 0.1%
Value ($000) $217 Shares 2,404 Est. Cost $66.67 Unrealized +15.4%
EL Estee Lauder Cos Inc 0.1%
Value ($000) $216 Shares 1,480 Est. Cost $159.17 Unrealized -20.1%
FANG Diamondback Energy Inc Common 0.1%
Value ($000) $213 Shares 1,375 Est. Cost $140.37 Unrealized +2.8%
SPDW SPDR Portfolio World EX-US ETF 0.1%
Value ($000) $207 Shares 6,096 Est. Cost $34.37 Unrealized
EOG EOG Resources Inc Common 0.1%
Value ($000) $201 Shares 1,660 Est. Cost $79.03 Unrealized +46.2%
AXP American Express Company 0.1%
Value ($000) $200 Shares 1,065 Est. Cost $90.44 Unrealized +73.6%
DEO Diageo PLC New Spons ADR 0.1%
Value ($000) $194 Shares 1,334 Est. Cost $156.59 Unrealized
VLO Valero Energy Corp 0.1%
Value ($000) $192 Shares 1,479 Est. Cost $109.62 Unrealized +8.9%
DD Dupont De Nemours Inc Corp Common 0.1%
Value ($000) $191 Shares 2,486 Est. Cost $28.73 Unrealized +1.0%
CAT Caterpillar Inc 0.1%
Value ($000) $191 Shares 645 Est. Cost $181.25 Unrealized +38.6%
ONB Old National Bancorp 0.1%
Value ($000) $185 Shares 10,956 Est. Cost $17.27 Unrealized -13.1%
GTN Gray Television Inc 0.1%
Value ($000) $179 Shares 20,000 Est. Cost $7.45 Unrealized 0.0%
VBK Vanguard Small-Cap Growth ETF 0.1%
Value ($000) $179 Shares 741 Est. Cost $213.80 Unrealized
SPSM SPDR Portfolio Small Cap ETF 0.1%
Value ($000) $179 Shares 4,233 Est. Cost $42.35 Unrealized
SPXL Direxion Daily S&P 500 Bull 3x Shares ETF 0.1%
Value ($000) $177 Shares 1,700 Est. Cost $27.33 Unrealized
VOT Vanguard Mid-Cap Growth Index ETF 0.1%
Value ($000) $169 Shares 768 Est. Cost $194.21 Unrealized
LIN Linde PLC Corp 0.1%
Value ($000) $165 Shares 402 Est. Cost $322.73 Unrealized +18.9%
VEU Vanguard Ftse All World Ex US Index Fund ETF 0.1%
Value ($000) $165 Shares 2,939 Est. Cost $50.36 Unrealized
REGN Regeneron Pharmaceuticals Inc 0.1%
Value ($000) $163 Shares 186 Est. Cost $631.77 Unrealized +29.6%
NVS Novartis AG Spons ADR 0.1%
Value ($000) $163 Shares 1,617 Est. Cost $99.24 Unrealized
AEP American Electric Power Co 0.1%
Value ($000) $162 Shares 2,000 Est. Cost $57.32 Unrealized +25.1%
Unilever PLC ADR 0.1%
Value ($000) $159 Shares 3,285 Est. Cost $46.08 Unrealized
MET Metlife Inc 0.1%
Value ($000) $157 Shares 2,374 Est. Cost $40.23 Unrealized +46.1%
YUM Yum Brands Inc Common 0.1%
Value ($000) $157 Shares 1,200 Est. Cost $119.71 Unrealized 0.0%
VGT Vanguard Information Technology ETF 0.1%
Value ($000) $155 Shares 320 Est. Cost $339.07 Unrealized
MSI Motorola Solutions Inc Common New 0.1%
Value ($000) $155 Shares 494 Est. Cost $200.10 Unrealized +47.8%
CL Colgate Palmolive Co 0.1%
Value ($000) $154 Shares 1,935 Est. Cost $64.21 Unrealized +11.7%
CIVI Civitas Resources Inc 0.1%
Value ($000) $152 Shares 2,225 Est. Cost $60.71 Unrealized 0.0%
SU Suncor Energy Inc New 0.1%
Value ($000) $152 Shares 4,735 Est. Cost $28.79 Unrealized +5.4%
XNTK Spdr NYSE Technology ETF 0.1%
Value ($000) $150 Shares 915 Est. Cost $118.39 Unrealized
CI Cigna Corp Common 0.1%
Value ($000) $149 Shares 496 Est. Cost $190.97 Unrealized +47.0%
WFC Wells Fargo & Co New 0.1%
Value ($000) $148 Shares 3,005 Est. Cost $44.89 Unrealized -8.6%
SLF Sun Life Finl Inc Common 0.1%
Value ($000) $147 Shares 2,844 Est. Cost $39.86 Unrealized +23.5%
ITOT IShares Trust S&P 1500 Total US Stock Mkt ETF 0.1%
Value ($000) $147 Shares 1,396 Est. Cost $77.29 Unrealized
PYPL Paypal Holdings Inc 0.1%
Value ($000) $143 Shares 2,330 Est. Cost $63.78 Unrealized -10.4%
Total Se 0.0%
Value ($000) $141 Shares 2,100 Est. Cost $17.78 Unrealized
COF Capital One Financial 0.0%
Value ($000) $138 Shares 1,054 Est. Cost $110.94 Unrealized -5.8%
D Dominion Energy Inc 0.0%
Value ($000) $137 Shares 2,915 Est. Cost $54.04 Unrealized -25.7%
AMP Amerprise Financial 0.0%
Value ($000) $135 Shares 355 Est. Cost $291.87 Unrealized +14.3%
RSG Republic Services Inc 0.0%
Value ($000) $132 Shares 800 Est. Cost $141.11 Unrealized +7.2%
MRSH Marsh & McLennan Cos Inc Common 0.0%
Value ($000) $132 Shares 695 Est. Cost $137.41 Unrealized +36.1%
EMR Emerson Electric Company 0.0%
Value ($000) $131 Shares 1,344 Est. Cost $68.85 Unrealized +27.9%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $130 Shares 875 Est. Cost $71.42 Unrealized +98.8%
CM Canadian Imperial Bank Common 0.0%
Value ($000) $127 Shares 2,646 Est. Cost $48.76 Unrealized -24.6%
PLD Prologis Inc Common 0.0%
Value ($000) $127 Shares 955 Est. Cost $107.44 Unrealized -1.7%
DWM Wisdomtree International Equity Fund Eqy ETF 0.0%
Value ($000) $127 Shares 2,415 Est. Cost $49.57 Unrealized
LEN Lennar Corp Class A 0.0%
Value ($000) $125 Shares 842 Est. Cost $52.05 Unrealized +124.6%
MDT Medtronic PLC 0.0%
Value ($000) $125 Shares 1,518 Est. Cost $79.72 Unrealized -10.4%
MNST Monster Beverage Corp 0.0%
Value ($000) $122 Shares 2,124 Est. Cost $46.61 Unrealized +14.7%
AGG Ishares Tr Core U S Aggregate Bd ETF 0.0%
Value ($000) $122 Shares 1,226 Est. Cost $117.31 Unrealized
IWP iShares Russell Mid Cap Growth ETF 0.0%
Value ($000) $121 Shares 1,156 Est. Cost $128.37 Unrealized
ADSK Autodesk Inc 0.0%
Value ($000) $120 Shares 492 Est. Cost $229.92 Unrealized -6.1%
GIS General Mills 0.0%
Value ($000) $120 Shares 1,838 Est. Cost $44.63 Unrealized +33.4%
KMB Kimberly-Clark Corp 0.0%
Value ($000) $118 Shares 973 Est. Cost $107.92 Unrealized +3.1%
IP International Paper 0.0%
Value ($000) $115 Shares 3,186 Est. Cost $35.91 Unrealized -11.0%
ENB Enbridge Inc Common 0.0%
Value ($000) $108 Shares 3,004 Est. Cost $28.39 Unrealized +3.6%
DLTR Dollar Tree 0.0%
Value ($000) $108 Shares 759 Est. Cost $131.93 Unrealized -10.3%
PSX Phillips 66 Com 0.0%
Value ($000) $106 Shares 796 Est. Cost $109.72 Unrealized +1.2%
HYG Ishares Tr Iboxx High Yld ETF 0.0%
Value ($000) $104 Shares 1,350 Est. Cost $83.52 Unrealized
Discover Finl Svcs Common 0.0%
Value ($000) $104 Shares 925 Est. Cost $100.28 Unrealized
EQIX Equinix Inc REIT 0.0%
Value ($000) $104 Shares 129 Est. Cost $714.03 Unrealized +2.8%
EPD Enterprise Products Partners LP 0.0%
Value ($000) $103 Shares 3,925 Est. Cost $24.41 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $103 Shares 593 Est. Cost $57.55 Unrealized +166.4%
TSM Taiwan Semicondutor Mfg 0.0%
Value ($000) $102 Shares 985 Est. Cost $61.49 Unrealized
C Citigroup Inc Com New 0.0%
Value ($000) $101 Shares 1,963 Est. Cost $55.28 Unrealized -25.2%
XLB Materials - SPDR Select Sector ETF 0.0%
Value ($000) $101 Shares 1,178 Est. Cost $23.22 Unrealized
XLU Utilities - SPDR Select Sector ETF 0.0%
Value ($000) $100 Shares 1,582 Est. Cost $43.69 Unrealized
BX Blackstone Inc Common 0.0%
Value ($000) $99 Shares 759 Est. Cost $89.69 Unrealized +13.8%
VWO Vanguard Ftse Emerging Market ETF 0.0%
Value ($000) $99 Shares 2,407 Est. Cost $46.82 Unrealized
CCI Crown Castle Intl Corp Common 0.0%
Value ($000) $98 Shares 855 Est. Cost $131.56 Unrealized -31.0%
PLTR Palantir Technologies Inc. Class A 0.0%
Value ($000) $96 Shares 5,600 Est. Cost $12.83 Unrealized +38.8%
GABC German American Bancorp Inc Common 0.0%
Value ($000) $95 Shares 2,919 Est. Cost $30.07 Unrealized -9.6%
BEN Franklin Res Inc Common 0.0%
Value ($000) $89 Shares 2,999 Est. Cost $17.10 Unrealized +28.4%
NRG NRG Energy Inc 0.0%
Value ($000) $89 Shares 1,718 Est. Cost $32.10 Unrealized +35.4%
LIT Global X Lithium & Battery Tech ETF 0.0%
Value ($000) $88 Shares 1,737 Est. Cost $82.17 Unrealized
EXPD Expeditors Intl Wash Inc 0.0%
Value ($000) $88 Shares 689 Est. Cost $105.10 Unrealized +9.1%
DOW Dow Inc Corp Common 0.0%
Value ($000) $86 Shares 1,560 Est. Cost $38.44 Unrealized +16.2%
BCE BCE Inc Common New 0.0%
Value ($000) $82 Shares 2,085 Est. Cost $39.44 Unrealized -17.7%
HSY The Hershey Company 0.0%
Value ($000) $82 Shares 440 Est. Cost $105.93 Unrealized +67.7%
OTIS Otis Worldwide Corp Common 0.0%
Value ($000) $81 Shares 901 Est. Cost $72.79 Unrealized +10.2%
VLTO Veralto Corp 0.0%
Value ($000) $79 Shares 961 Est. Cost $73.75 Unrealized 0.0%
FE Firstenergy Corp 0.0%
Value ($000) $78 Shares 2,139 Est. Cost $35.18 Unrealized -5.8%
VHT Vanguard Health Care ETF 0.0%
Value ($000) $76 Shares 305 Est. Cost $229.35 Unrealized
MLM Martin Marietta Materials Inc 0.0%
Value ($000) $76 Shares 152 Est. Cost $428.00 Unrealized +4.0%
KLAC Kla-tencor Corp Common 0.0%
Value ($000) $76 Shares 130 Est. Cost $129.13 Unrealized +295.7%
ROK Rockwell Automation Inc 0.0%
Value ($000) $75 Shares 240 Est. Cost $181.65 Unrealized +48.7%
ARKK ARK Innovation ETF 0.0%
Value ($000) $73 Shares 1,400 Est. Cost $115.16 Unrealized
MMM 3M Company 0.0%
Value ($000) $73 Shares 670 Est. Cost $122.80 Unrealized -38.5%
IGM Ishares Expanded Tech Sector ETF 0.0%
Value ($000) $72 Shares 160 Est. Cost $168.75 Unrealized
T AT&T Inc 0.0%
Value ($000) $71 Shares 4,206 Est. Cost $15.22 Unrealized -6.6%
FITB Fifth Third Bancorp 0.0%
Value ($000) $70 Shares 2,038 Est. Cost $23.74 Unrealized +7.6%
LNG Cheniere Energy Inc Common New 0.0%
Value ($000) $68 Shares 400 Est. Cost $148.05 Unrealized +16.1%
CMI Cummins Inc 0.0%
Value ($000) $68 Shares 285 Est. Cost $134.86 Unrealized +60.8%
CARR Carrier Global Corp Common 0.0%
Value ($000) $68 Shares 1,181 Est. Cost $49.23 Unrealized +4.7%
SBAC SBA Communications Corp REIT 0.0%
Value ($000) $67 Shares 265 Est. Cost $221.83 Unrealized -2.8%
LHX L3harris Technologies Inc 0.0%
Value ($000) $67 Shares 316 Est. Cost $179.36 Unrealized +0.3%
NTRS Northern Trust Corp 0.0%
Value ($000) $65 Shares 775 Est. Cost $70.52 Unrealized -2.0%
PPG PPG Industries Inc 0.0%
Value ($000) $65 Shares 435 Est. Cost $102.71 Unrealized +25.5%
NOW Servicenow Inc Common 0.0%
Value ($000) $65 Shares 92 Est. Cost $126.04 Unrealized 0.0%
AMAT Applied Materials Inc 0.0%
Value ($000) $65 Shares 400 Est. Cost $71.80 Unrealized +100.8%
IIPR Innovative Industrial Properties Inc REIT 0.0%
Value ($000) $65 Shares 640 Est. Cost $85.61 Unrealized
ADI Analog Devices Inc Corp Com 0.0%
Value ($000) $64 Shares 324 Est. Cost $160.83 Unrealized +7.1%
WEC Wec Energy Group Inc 0.0%
Value ($000) $64 Shares 756 Est. Cost $59.04 Unrealized +29.2%
IRM Iron Mountain Inc 0.0%
Value ($000) $63 Shares 905 Est. Cost $58.41 Unrealized 0.0%
RF Regions Financial Corp COM 0.0%
Value ($000) $62 Shares 3,223 Est. Cost $11.67 Unrealized +28.9%
PRU Prudential Financial 0.0%
Value ($000) $60 Shares 577 Est. Cost $75.74 Unrealized +14.4%
TD Toronto Dominion Bk Ont Common New 0.0%
Value ($000) $60 Shares 925 Est. Cost $59.96 Unrealized 0.0%
BMO Bank Montreal Que Common 0.0%
Value ($000) $59 Shares 600 Est. Cost $76.59 Unrealized 0.0%
FCOM Fidelity MSCI Communication Services Index ETF 0.0%
Value ($000) $58 Shares 1,305 Est. Cost $46.21 Unrealized
FCX Freeport-McMoran Inc 0.0%
Value ($000) $58 Shares 1,358 Est. Cost $19.91 Unrealized +80.4%
JCI Johnson Controls International PLC Shs 0.0%
Value ($000) $57 Shares 995 Est. Cost $32.46 Unrealized +56.2%
WPC W P Carey Inc Common 0.0%
Value ($000) $57 Shares 880 Est. Cost $67.56 Unrealized
NOBL Proshares S&P 500 Dividend Aristocrats ETF 0.0%
Value ($000) $55 Shares 582 Est. Cost $87.68 Unrealized
IYF Ishares Trust DJ US Financial Financials ETF 0.0%
Value ($000) $53 Shares 615 Est. Cost $69.43 Unrealized
DRI Darden Restaurants 0.0%
Value ($000) $51 Shares 310 Est. Cost $100.48 Unrealized +41.1%
TM Toyota Mtr Corp ADR 2 0.0%
Value ($000) $50 Shares 275 Est. Cost $133.69 Unrealized
SLV Ishares Silver Tr 0.0%
Value ($000) $50 Shares 2,300 Est. Cost $15.23 Unrealized
FDX FedEx Corporation 0.0%
Value ($000) $49 Shares 195 Est. Cost $240.71 Unrealized +0.7%
GILD Gilead Sciences Inc 0.0%
Value ($000) $49 Shares 600 Est. Cost $59.88 Unrealized +20.6%
IJH Ishares Tr Core S&P Mid-Cap ETF 0.0%
Value ($000) $49 Shares 175 Est. Cost $149.07 Unrealized
IVW Ishares Trust S&P 500 Growth ETF 0.0%
Value ($000) $47 Shares 632 Est. Cost $103.82 Unrealized
VIS Vanguard Industrials ETF 0.0%
Value ($000) $47 Shares 215 Est. Cost $174.45 Unrealized
TRV Travelers Cos Inc 0.0%
Value ($000) $47 Shares 247 Est. Cost $166.66 Unrealized 0.0%
IGSB Ishares Trust Corporate Bond ETF 0.0%
Value ($000) $44 Shares 864 Est. Cost $78.13 Unrealized
CP Canadian Pacific Kansas City Ltd Corp 0.0%
Value ($000) $43 Shares 550 Est. Cost $72.13 Unrealized 0.0%
Lam Resh Corp Common 0.0%
Value ($000) $43 Shares 55 Est. Cost $200.00 Unrealized
FSK FS KKR Capital Corp 0.0%
Value ($000) $42 Shares 2,084 Est. Cost $12.63 Unrealized +12.0%
KMI Kinder Morgan Inc Del 0.0%
Value ($000) $41 Shares 2,328 Est. Cost $15.21 Unrealized +0.8%
VTIP Vanguard Short-Term Inflation-Protected ETF 0.0%
Value ($000) $41 Shares 860 Est. Cost $51.16 Unrealized
XLF Financials - SPDR Select Sector ETF 0.0%
Value ($000) $40 Shares 1,070 Est. Cost $27.99 Unrealized
SCHH Schwab Strategic Tr ETF 0.0%
Value ($000) $39 Shares 1,882 Est. Cost $20.78 Unrealized
KVUE Kenvue Inc 0.0%
Value ($000) $38 Shares 1,786 Est. Cost $21.04 Unrealized -12.5%
RIG Transocean LTD 0.0%
Value ($000) $38 Shares 6,000 Est. Cost $3.86 Unrealized +73.5%
GEHC Ge Healthcare Technologies Inc 0.0%
Value ($000) $38 Shares 487 Est. Cost $79.45 Unrealized -12.2%
IVE Ishares S&P 500 Value ETF 0.0%
Value ($000) $37 Shares 212 Est. Cost $118.94 Unrealized
JEPQ JPMorgan NASDAQ Equity Premium Income ETF 0.0%
Value ($000) $36 Shares 720 Est. Cost $46.93 Unrealized
IJT Ishares Trust S&P Small Capital 600 Growth ETF 0.0%
Value ($000) $35 Shares 280 Est. Cost $146.43 Unrealized
QABA First Tr Nasdaq ABA Cmnty Bk Index Fund 0.0%
Value ($000) $35 Shares 700 Est. Cost $52.86 Unrealized
AZN Astrazeneca PLC ADR 0.0%
Value ($000) $35 Shares 515 Est. Cost $48.48 Unrealized
EEMV Ishares Msci Emerging Markets Min Vol Factor ETF 0.0%
Value ($000) $33 Shares 590 Est. Cost $57.35 Unrealized
HYD Vaneck High Yield Muni ETF 0.0%
Value ($000) $33 Shares 635 Est. Cost $62.50 Unrealized
IJS Ishares S&P Small Cap 600 Value Index ETF 0.0%
Value ($000) $33 Shares 318 Est. Cost $100.63 Unrealized
ZTS Zoetis Inc Class A 0.0%
Value ($000) $33 Shares 165 Est. Cost $172.92 Unrealized -0.0%
VVV Valvoline Inc 0.0%
Value ($000) $32 Shares 863 Est. Cost $21.83 Unrealized +53.4%
PPL PPL Corporation Corp Common 0.0%
Value ($000) $32 Shares 1,165 Est. Cost $23.59 Unrealized -0.1%
VDC Vanguard Consumer Staples Index Fund ETF 0.0%
Value ($000) $32 Shares 165 Est. Cost $180.07 Unrealized
SCHP Schwab US Tips ETF 0.0%
Value ($000) $31 Shares 600 Est. Cost $60.00 Unrealized
ASH Ashland Global Hldgs 0.0%
Value ($000) $31 Shares 370 Est. Cost $62.25 Unrealized +21.0%
ROP Roper Technologies Inc Corp 0.0%
Value ($000) $31 Shares 57 Est. Cost $508.04 Unrealized 0.0%
Wolfspeed Inc 0.0%
Value ($000) $31 Shares 711 Est. Cost $31.86 Unrealized
Western Asset Managed Muns Fd Inc Common 0.0%
Value ($000) $31 Shares 3,000 Est. Cost $14.00 Unrealized
HPQ HP Inc Common 0.0%
Value ($000) $30 Shares 1,000 Est. Cost $24.56 Unrealized +4.9%
PH Parker Hannifin Corp Common 0.0%
Value ($000) $30 Shares 65 Est. Cost $150.46 Unrealized +170.6%
CMG Chipotle Mexican Grill Inc Common 0.0%
Value ($000) $30 Shares 13 Est. Cost $16.69 Unrealized +149.3%
WSBC Wesbanco Inc Common 0.0%
Value ($000) $29 Shares 936 Est. Cost $35.37 Unrealized -24.1%
EVRG Evergy Inc 0.0%
Value ($000) $29 Shares 556 Est. Cost $43.35 Unrealized +5.9%
XLY Consumer Discretionary - SPDR Select Sector ETF 0.0%
Value ($000) $29 Shares 160 Est. Cost $166.98 Unrealized
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $28 Shares 70 Est. Cost $336.94 Unrealized +9.6%
BNDX Vanguard Total International ETF 0.0%
Value ($000) $28 Shares 576 Est. Cost $48.11 Unrealized
DGRO Ishares Core Dividend Growth ETF 0.0%
Value ($000) $27 Shares 505 Est. Cost $51.80 Unrealized
FMB First Trust Managed Municipal ETF 0.0%
Value ($000) $27 Shares 521 Est. Cost $51.66 Unrealized
TSN Tyson Foods Inc Class A 0.0%
Value ($000) $27 Shares 500 Est. Cost $61.10 Unrealized -26.3%
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF 0.0%
Value ($000) $26 Shares 545 Est. Cost $49.54 Unrealized
AZO Autozone Inc Common 0.0%
Value ($000) $26 Shares 10 Est. Cost $2550.38 Unrealized +1.7%
BUD Anheuser Busch Inbev Sa/nv Sponsored ADR 0.0%
Value ($000) $26 Shares 400 Est. Cost $44.63 Unrealized
EXC Exelon Corp 0.0%
Value ($000) $25 Shares 700 Est. Cost $30.01 Unrealized +18.4%
BP BP P.L.C. 0.0%
Value ($000) $25 Shares 700 Est. Cost $35.29 Unrealized
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $24 Shares 215 Est. Cost $86.96 Unrealized +4.6%
CVY Invesco Zacks Multi-asset Income ETF 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $23.76 Unrealized
PNW Pinnacle West Capital Corp Common 0.0%
Value ($000) $23 Shares 325 Est. Cost $67.20 Unrealized 0.0%
ENPH Enphase Energy Inc Corp Common 0.0%
Value ($000) $23 Shares 175 Est. Cost $204.40 Unrealized -48.1%
GLW Corning Incorporated 0.0%
Value ($000) $23 Shares 748 Est. Cost $27.00 Unrealized +0.5%
IBB Ishares Biotechnology ETF 0.0%
Value ($000) $22 Shares 160 Est. Cost $128.64 Unrealized
ADM Archer Danels Midland 0.0%
Value ($000) $22 Shares 300 Est. Cost $32.34 Unrealized +109.6%
BSJO Invesco BulletShares 2024 Hi Yld Corp Bd ETF 0.0%
Value ($000) $21 Shares 926 Est. Cost $24.65 Unrealized
CCL Carnival Corporation 0.0%
Value ($000) $21 Shares 1,124 Est. Cost $20.84 Unrealized -30.3%
DLR Digital Rlty Tr Inc REIT 0.0%
Value ($000) $20 Shares 150 Est. Cost $120.72 Unrealized -0.1%
Walgreens Boots Alliance Inc 0.0%
Value ($000) $20 Shares 755 Est. Cost $42.17 Unrealized
IYW iShrares U.S. Technology ETF 0.0%
Value ($000) $20 Shares 160 Est. Cost $134.38 Unrealized
BBY Best Buy Inc 0.0%
Value ($000) $20 Shares 250 Est. Cost $70.28 Unrealized -9.7%
BR Broadridge Finl Solutions Inc Common 0.0%
Value ($000) $20 Shares 95 Est. Cost $82.33 Unrealized +116.4%
BIIB Biogen Incorporated 0.0%
Value ($000) $19 Shares 75 Est. Cost $319.93 Unrealized -23.2%
JNK SPDR Bloomberg High Yield Bond ETF 0.0%
Value ($000) $19 Shares 200 Est. Cost $106.60 Unrealized
TIP Ishares Tips Bond ETF 0.0%
Value ($000) $19 Shares 175 Est. Cost $0.11 Unrealized
ROBT First Trust Nasdaq Al & Robotics ETF 0.0%
Value ($000) $18 Shares 404 Est. Cost $34.00 Unrealized
BAX Baxter International Inc Com 0.0%
Value ($000) $18 Shares 475 Est. Cost $41.70 Unrealized -19.4%
HWM Howmet Aerospace Inc Common 0.0%
Value ($000) $18 Shares 333 Est. Cost $12.97 Unrealized +278.1%
IDA Idacorp Inc 0.0%
Value ($000) $18 Shares 182 Est. Cost $93.46 Unrealized +3.6%
SNA Snap-on Inc 0.0%
Value ($000) $17 Shares 60 Est. Cost $253.68 Unrealized +0.5%
FSLR First Solar Inc Common 0.0%
Value ($000) $17 Shares 100 Est. Cost $54.92 Unrealized +178.5%
VAW Vanguard Materials Index Fund ETF 0.0%
Value ($000) $17 Shares 90 Est. Cost $161.01 Unrealized
OTTR Otter Tail Corp Common 0.0%
Value ($000) $17 Shares 200 Est. Cost $43.72 Unrealized +66.9%
OHI Omega Healthcare Invst REIT 0.0%
Value ($000) $17 Shares 554 Est. Cost $30.66 Unrealized
MAS Masco Corp Common 0.0%
Value ($000) $17 Shares 252 Est. Cost $48.90 Unrealized +14.6%
SHYD Vaneck Short High Yield Muni ETF 0.0%
Value ($000) $17 Shares 750 Est. Cost $24.00 Unrealized
EBAY Ebay Inc 0.0%
Value ($000) $17 Shares 380 Est. Cost $47.00 Unrealized -15.3%
FFBC First Financial Bancorp Corp 0.0%
Value ($000) $16 Shares 693 Est. Cost $21.85 Unrealized -12.7%
LYV Live Nation Entertainment Inc Corp 0.0%
Value ($000) $16 Shares 175 Est. Cost $82.63 Unrealized +4.1%
CEG Constellation Energy Corp Common 0.0%
Value ($000) $16 Shares 133 Est. Cost $79.03 Unrealized +45.7%
XHB Spdr Ser Tr S&p Homebuilders ETF 0.0%
Value ($000) $15 Shares 160 Est. Cost $56.25 Unrealized
HRL Hormel Foods Corp 0.0%
Value ($000) $15 Shares 475 Est. Cost $41.90 Unrealized -27.9%
IGHG Proshares Investment Grade Interest Rate Hedged ETF 0.0%
Value ($000) $15 Shares 200 Est. Cost $75.62 Unrealized
VSS Vanguard FTSE All World Ex US Small Cap ETF 0.0%
Value ($000) $15 Shares 128 Est. Cost $109.49 Unrealized
PCAR Paccar Inc 0.0%
Value ($000) $15 Shares 150 Est. Cost $48.44 Unrealized +68.8%
CNC Centene Corp Del Common 0.0%
Value ($000) $15 Shares 196 Est. Cost $52.04 Unrealized +38.6%
NDAQ Nasdaq Inc Corp 0.0%
Value ($000) $15 Shares 250 Est. Cost $51.21 Unrealized 0.0%
LYB Lyondellbasell Industries N.V., London Shs 0.0%
Value ($000) $14 Shares 146 Est. Cost $79.84 Unrealized 0.0%
PGF Invesco Exchange-Traded Fd Tr Finl PFD ETF 0.0%
Value ($000) $14 Shares 950 Est. Cost $18.50 Unrealized
DGX Quest Diagnostics Inc 0.0%
Value ($000) $14 Shares 100 Est. Cost $126.28 Unrealized 0.0%
HLT Hilton Worldwide Holdings Inc. 0.0%
Value ($000) $14 Shares 75 Est. Cost $153.43 Unrealized +5.8%
Calamos Dynamic Convertible And Income Fund 0.0%
Value ($000) $13 Shares 682 Est. Cost $0.02 Unrealized
RCL Royal Caribbean Cruises Ltd Shs 0.0%
Value ($000) $13 Shares 100 Est. Cost $113.98 Unrealized -12.1%
DK Delek US Holdings Inc 0.0%
Value ($000) $13 Shares 490 Est. Cost $23.90 Unrealized 0.0%
CME CME Group Inc Common 0.0%
Value ($000) $13 Shares 60 Est. Cost $150.67 Unrealized +29.2%
INTU Intuit Inc. 0.0%
Value ($000) $13 Shares 20 Est. Cost $464.87 Unrealized +17.2%
CENX Century Aluminum Co 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $14.25 Unrealized -44.9%
Berry Global Group Inc 0.0%
Value ($000) $12 Shares 180 Est. Cost $67.39 Unrealized
SEDG SolarEdge Technologies Inc. 0.0%
Value ($000) $12 Shares 125 Est. Cost $276.37 Unrealized -67.1%
IQV Iqvia Holdings Inc. 0.0%
Value ($000) $12 Shares 50 Est. Cost $207.63 Unrealized -1.1%
ABBNY ABB LTD Spons ADR 0.0%
Value ($000) $12 Shares 260 Est. Cost $30.00 Unrealized
FTV Fortive Corporation 0.0%
Value ($000) $11 Shares 150 Est. Cost $52.12 Unrealized +0.2%
CTBI Community Trust Bancorp Inc Common 0.0%
Value ($000) $11 Shares 250 Est. Cost $25.28 Unrealized +43.4%
United States Steel Common 0.0%
Value ($000) $11 Shares 225 Est. Cost $22.22 Unrealized
Danimer Scientific Inc Class A 0.0%
Value ($000) $11 Shares 10,582 Est. Cost $1.02 Unrealized
GM General Motors 0.0%
Value ($000) $11 Shares 300 Est. Cost $50.92 Unrealized -40.6%
MHK Mohawk Ind Inc 0.0%
Value ($000) $10 Shares 100 Est. Cost $166.65 Unrealized -47.5%
NXPI NXP Semiconductors Nv Corp 0.0%
Value ($000) $10 Shares 45 Est. Cost $180.04 Unrealized +7.5%
GWW Grainger W Inc Common 0.0%
Value ($000) $10 Shares 12 Est. Cost $452.39 Unrealized +67.2%
BUSE First Busey Corp Common New 0.0%
Value ($000) $10 Shares 400 Est. Cost $20.33 Unrealized -4.4%
VPU Vanguard Utilities ETF 0.0%
Value ($000) $10 Shares 70 Est. Cost $138.07 Unrealized
PSR Invesco Active US Real Estate Fund ETF 0.0%
Value ($000) $9 Shares 100 Est. Cost $80.00 Unrealized
ALGN Align Technology Inc 0.0%
Value ($000) $9 Shares 33 Est. Cost $237.06 Unrealized 0.0%
LUV Southwest Airlines Common 0.0%
Value ($000) $9 Shares 311 Est. Cost $31.11 Unrealized -20.5%
MTD Mettler-toledo International Inc. 0.0%
Value ($000) $8 Shares 7 Est. Cost $1235.86 Unrealized -12.5%
IUSV Ishares Core S&P US Value ETF 0.0%
Value ($000) $8 Shares 100 Est. Cost $78.26 Unrealized
XLC Communication Services - SPDR Select Sector ETF 0.0%
Value ($000) $8 Shares 115 Est. Cost $0.05 Unrealized
NEM Newmont Mining Corp (New) 0.0%
Value ($000) $8 Shares 200 Est. Cost $40.82 Unrealized -9.8%
AFL AFLAC Inc 0.0%
Value ($000) $8 Shares 100 Est. Cost $46.50 Unrealized +65.6%
IYR Ishares Tr Dow Jones Real ES 0.0%
Value ($000) $8 Shares 90 Est. Cost $78.95 Unrealized
KMX Carmax Inc 0.0%
Value ($000) $8 Shares 104 Est. Cost $67.22 Unrealized 0.0%
MAR Marriott Intl Inc New Cl A 0.0%
Value ($000) $8 Shares 35 Est. Cost $168.95 Unrealized +17.5%
DNP Select Income FD Inc 0.0%
Value ($000) $8 Shares 926 Est. Cost $8.48 Unrealized
BK Bank New York Mellon Corp 0.0%
Value ($000) $8 Shares 150 Est. Cost $42.65 Unrealized +2.4%
BHF Brighthouse Finl Inc Common 0.0%
Value ($000) $8 Shares 147 Est. Cost $57.39 Unrealized -13.5%
ING ING Groep N V 0.0%
Value ($000) $8 Shares 500 Est. Cost $15.02 Unrealized
SRE Sempra Energy 0.0%
Value ($000) $7 Shares 98 Est. Cost $66.61 Unrealized +0.2%
IOO Ishares Trust S & P Global 100 Etf 0.0%
Value ($000) $7 Shares 90 Est. Cost $80.52 Unrealized
BOH Bank of Hawaii Corp 0.0%
Value ($000) $7 Shares 100 Est. Cost $68.79 Unrealized -24.6%
BNY Mellon High Yield Strategies 0.0%
Value ($000) $7 Shares 3,162 Est. Cost $0.00 Unrealized
VRT Vertiv Holdings Co Cl A 0.0%
Value ($000) $7 Shares 150 Est. Cost $25.93 Unrealized +63.7%
XLP Consumer Staples - SPDR Select Sector ETF 0.0%
Value ($000) $7 Shares 100 Est. Cost $70.02 Unrealized
XLI Industrial Select Sector Spdr Fund Etf 0.0%
Value ($000) $7 Shares 63 Est. Cost $95.24 Unrealized
NDSN Nordson Corp. 0.0%
Value ($000) $7 Shares 27 Est. Cost $215.66 Unrealized +4.5%
FICO Fair Isaac Corp 0.0%
Value ($000) $7 Shares 6 Est. Cost $749.78 Unrealized +34.2%
AMLP Alps ETF Tr 0.0%
Value ($000) $7 Shares 160 Est. Cost $19.23 Unrealized
SNPS Synopsys, Inc Common 0.0%
Value ($000) $7 Shares 13 Est. Cost $402.78 Unrealized +27.0%
SNY Sanofi-Aventis 0.0%
Value ($000) $7 Shares 134 Est. Cost $49.73 Unrealized
BDX Becton Dickinson & Co 0.0%
Value ($000) $6 Shares 25 Est. Cost $217.21 Unrealized +8.9%
RVTY Perkinelmer Inc 0.0%
Value ($000) $6 Shares 55 Est. Cost $95.91 Unrealized 0.0%
HAL Halliburton Co 0.0%
Value ($000) $6 Shares 162 Est. Cost $36.44 Unrealized 0.0%
SPG Simon Property Group INC Prop Grp REIT 0.0%
Value ($000) $6 Shares 40 Est. Cost $91.23 Unrealized +18.7%
HIW Highwoods Pptys Inc Common 0.0%
Value ($000) $6 Shares 248 Est. Cost $22.96 Unrealized
VMC Vulcan Materials Common 0.0%
Value ($000) $6 Shares 25 Est. Cost $172.91 Unrealized +20.6%
MSCI MSCI Inc. 0.0%
Value ($000) $6 Shares 10 Est. Cost $473.00 Unrealized +6.4%
HLN Haleon PLC 0.0%
Value ($000) $6 Shares 680 Est. Cost $8.20 Unrealized
CDNS Cadence Design Systems Inc Corp Common 0.0%
Value ($000) $5 Shares 20 Est. Cost $217.63 Unrealized +18.4%
FIVE Five Below Inc. 0.0%
Value ($000) $5 Shares 25 Est. Cost $195.49 Unrealized -6.1%
INVZ Innoviz Technologies Ltd Corp 0.0%
Value ($000) $5 Shares 2,000 Est. Cost $4.79 Unrealized -60.0%
FMC FMC Corp 0.0%
Value ($000) $5 Shares 80 Est. Cost $100.25 Unrealized -47.7%
CAH Cardinal Health Inc 0.0%
Value ($000) $5 Shares 50 Est. Cost $44.62 Unrealized +114.5%
NOC Northrop Grumman Corp Common 0.0%
Value ($000) $5 Shares 10 Est. Cost $439.29 Unrealized +2.9%
STLA Stellantis N V F 0.0%
Value ($000) $5 Shares 200 Est. Cost $15.00 Unrealized
S Sentinelone Inc. 0.0%
Value ($000) $5 Shares 165 Est. Cost $19.37 Unrealized 0.0%
OEF Ishares S&P 100 Index Fund ETF 0.0%
Value ($000) $4 Shares 20 Est. Cost $223.40 Unrealized
Benson Hill Inc 0.0%
Value ($000) $4 Shares 25,000 Est. Cost $0.17 Unrealized
AMX America Movil Sab DE ADR Cls B 0.0%
Value ($000) $4 Shares 234 Est. Cost $21.64 Unrealized
CTAS Cintas Corp 0.0%
Value ($000) $4 Shares 7 Est. Cost $114.71 Unrealized +14.8%
Livent Corp 0.0%
Value ($000) $4 Shares 233 Est. Cost $27.43 Unrealized
Hess Corp 0.0%
Value ($000) $4 Shares 29 Est. Cost $135.97 Unrealized
HAP Vaneck Natural Resources ETF 0.0%
Value ($000) $4 Shares 85 Est. Cost $33.66 Unrealized
Ansys Inc 0.0%
Value ($000) $4 Shares 11 Est. Cost $330.27 Unrealized
ALK Alaska Air Group Inc Corp Common 0.0%
Value ($000) $4 Shares 100 Est. Cost $67.73 Unrealized -47.4%
CHTR Charter Communications Inc Class A 0.0%
Value ($000) $4 Shares 10 Est. Cost $407.77 Unrealized 0.0%
RDY Dr Reddy's Laboratories LTD ADR 0.0%
Value ($000) $4 Shares 55 Est. Cost $56.93 Unrealized
FIXD First Trust Opportunistic Fixed Income ETF 0.0%
Value ($000) $4 Shares 83 Est. Cost $44.60 Unrealized
TPR Tapestry Inc Common 0.0%
Value ($000) $4 Shares 100 Est. Cost $26.16 Unrealized +11.6%
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
GNRC Generac Holdings Inc 0.0%
Value ($000) $3 Shares 25 Est. Cost $109.71 Unrealized 0.0%
SCHF Schwab Strategic Trust International Equity ETF 0.0%
Value ($000) $3 Shares 87 Est. Cost $35.66 Unrealized
MCO Moody's Corp. 0.0%
Value ($000) $3 Shares 8 Est. Cost $310.36 Unrealized +10.1%
TSCO Tractor Supply Co 0.0%
Value ($000) $3 Shares 14 Est. Cost $39.80 Unrealized -1.0%
BSJQ Invesco BulletShares 2026 Hi Yld Corp Bd ETF 0.0%
Value ($000) $3 Shares 127 Est. Cost $23.62 Unrealized
BSJP Invesco BulletShares 2025 Hi Yld Corp Bd ETF 0.0%
Value ($000) $3 Shares 129 Est. Cost $23.26 Unrealized
USHY Ishares Broad Usd High Yield Corp Bond ETF 0.0%
Value ($000) $3 Shares 79 Est. Cost $35.30 Unrealized
Shockwave Medical Inc. 0.0%
Value ($000) $3 Shares 15 Est. Cost $220.68 Unrealized
EXR Extra Space Storage Inc REIT 0.0%
Value ($000) $3 Shares 17 Est. Cost $115.65 Unrealized 0.0%
KDP Keurig Dr Pepper Inc 0.0%
Value ($000) $3 Shares 80 Est. Cost $29.22 Unrealized 0.0%
GOVI Invesco Equal Weight 0-30 Year Treasury ETF 0.0%
Value ($000) $3 Shares 91 Est. Cost $28.84 Unrealized
VTRS Viatris Inc 0.0%
Value ($000) $2 Shares 229 Est. Cost $11.33 Unrealized -23.3%
TTWO Take-Two Interactive Software Inc 0.0%
Value ($000) $2 Shares 15 Est. Cost $149.20 Unrealized 0.0%
SLYG Spdr DJ Wilshire Small Cap Gr ETF S&P 600 0.0%
Value ($000) $2 Shares 27 Est. Cost $76.96 Unrealized
VGK Vanguard Intl Equity Index Fund Ftse Europe ETF 0.0%
Value ($000) $2 Shares 35 Est. Cost $64.49 Unrealized
IJR Ishares S&P Small Cap 600 Index Fund 0.0%
Value ($000) $2 Shares 20 Est. Cost $0.10 Unrealized
USFD US Foods Holding Corp. 0.0%
Value ($000) $2 Shares 41 Est. Cost $39.68 Unrealized +4.2%
HOG Harley Davidson 0.0%
Value ($000) $2 Shares 50 Est. Cost $48.62 Unrealized -36.6%
Pimco Dynamic Income Opportunities Fund 0.0%
Value ($000) $2 Shares 147 Est. Cost $12.24 Unrealized
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $2 Shares 9 Est. Cost $141.87 Unrealized
XYL Xylem Inc Common 0.0%
Value ($000) $2 Shares 14 Est. Cost $97.38 Unrealized 0.0%
ECL Ecolab Inc 0.0%
Value ($000) $2 Shares 8 Est. Cost $175.85 Unrealized 0.0%
MKC McCormick & Co Inc Common Non Vtg 0.0%
Value ($000) $2 Shares 23 Est. Cost $61.94 Unrealized 0.0%
PNR Pentair PLC 0.0%
Value ($000) $1 Shares 20 Est. Cost $55.91 Unrealized +12.9%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $1 Shares 23 Est. Cost $58.62 Unrealized 0.0%
HCA Health Corp America 0.0%
Value ($000) $1 Shares 5 Est. Cost $218.18 Unrealized +11.4%
PJT PJT Partnership Incorporated 0.0%
Value ($000) $1 Shares 12 Est. Cost $84.58 Unrealized 0.0%
SHYG Ishares 0-5 Year High Yield Corporate Bond ETF 0.0%
Value ($000) $1 Shares 26 Est. Cost $42.23 Unrealized
GBIL Goldman Sachs Treasury 0-1 Year ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $99.73 Unrealized
LMBS First Trust Low Duration Opportunities ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $48.30 Unrealized
ETFMG Alternative Harvest ETF 0.0%
Value ($000) $1 Shares 295 Est. Cost $18.14 Unrealized
NVAX Novavax, Inc Common 0.0%
Value ($000) $1 Shares 142 Est. Cost $8.46 Unrealized -27.7%
IEI Ishares Barclays 3 7 Year Treasury Bond Fund ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $0.33 Unrealized
SLVM Sylvamo Corp Common 0.0%
Value ($000) $0 Shares 6 Est. Cost $43.77 Unrealized 0.0%
Calamos Strategic Total Return Fund 0.0%
Value ($000) $0 Shares 8 Est. Cost $0.01 Unrealized
WY Weyerhaeuser Common 0.0%
Value ($000) $0 Shares 1 Est. Cost $29.13 Unrealized 0.0%