Independence Bank of Kentucky Diversified Active

CIK: 0001730479 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 16, 2024

Total Value ($000): $333,942 (100.0% shares, 0.0% debt)

Holdings (517)

SPY S&P 500 Tr UTS Unit 1 Ser 6.0%
Value ($000) $20,141 Shares 38,506 Est. Cost $388.15 Unrealized
AAPL Apple Incorporated 3.8%
Value ($000) $12,694 Shares 74,025 Est. Cost $101.75 Unrealized +77.1%
MSFT Microsoft Corp 3.6%
Value ($000) $12,005 Shares 28,534 Est. Cost $237.66 Unrealized +68.0%
JPM JP Morgan Chase & Co 2.7%
Value ($000) $9,017 Shares 45,017 Est. Cost $115.98 Unrealized +49.7%
AMZN Amazon Com Inc 2.6%
Value ($000) $8,791 Shares 48,736 Est. Cost $126.32 Unrealized +32.1%
GOOGL Alphabet Inc Class A 2.5%
Value ($000) $8,335 Shares 55,222 Est. Cost $109.64 Unrealized +29.5%
EFA Ishares Tr MSCI EAFE Index 2.1%
Value ($000) $6,925 Shares 86,718 Est. Cost $70.50 Unrealized
V Visa Inc 1.8%
Value ($000) $6,072 Shares 21,757 Est. Cost $169.26 Unrealized +60.9%
IWR Ishares Russell Midcap Index 1.7%
Value ($000) $5,810 Shares 69,098 Est. Cost $65.44 Unrealized
META Meta Platform, Inc. 1.7%
Value ($000) $5,629 Shares 11,593 Est. Cost $207.74 Unrealized +113.3%
CVX Chevron Corporation 1.5%
Value ($000) $5,152 Shares 32,662 Est. Cost $109.30 Unrealized +27.2%
NVDA Nvidia Corp Common 1.5%
Value ($000) $5,080 Shares 5,622 Est. Cost $30.10 Unrealized +140.7%
PG Procter & Gamble Co 1.4%
Value ($000) $4,736 Shares 29,187 Est. Cost $85.79 Unrealized +74.7%
IWM Russell 2000 Index Fund 1.4%
Value ($000) $4,586 Shares 21,807 Est. Cost $177.64 Unrealized
LLY Lilly Eli & Co 1.2%
Value ($000) $4,043 Shares 5,197 Est. Cost $265.38 Unrealized +164.7%
LOW Lowes Cos Inc 1.2%
Value ($000) $4,026 Shares 15,806 Est. Cost $103.43 Unrealized +114.7%
CRM Salesforce Common Inc 1.1%
Value ($000) $3,809 Shares 12,646 Est. Cost $166.32 Unrealized +71.4%
VOO Vanguard S&P 500 Index ETF 1.1%
Value ($000) $3,693 Shares 7,683 Est. Cost $323.74 Unrealized
JNJ Johnson & Johnson 1.1%
Value ($000) $3,563 Shares 22,524 Est. Cost $117.86 Unrealized +27.5%
XOM Exxon Mobil Corp 1.0%
Value ($000) $3,376 Shares 29,043 Est. Cost $51.95 Unrealized +88.8%
NEE Nextera Energy Inc 1.0%
Value ($000) $3,178 Shares 49,722 Est. Cost $60.06 Unrealized -7.8%
UNH United Health Group Inc 0.9%
Value ($000) $3,100 Shares 6,267 Est. Cost $419.90 Unrealized +16.4%
ABBV Abbvie Inc Com 0.9%
Value ($000) $2,846 Shares 15,627 Est. Cost $95.83 Unrealized +69.0%
PEP Pepsico Inc 0.8%
Value ($000) $2,826 Shares 16,149 Est. Cost $107.26 Unrealized +46.6%
EEM Ishares MSCI Emerging Mkts Index Fund 0.8%
Value ($000) $2,764 Shares 67,290 Est. Cost $47.15 Unrealized
GUNR Flexshares Morningstar Global Natural Res ETF 0.8%
Value ($000) $2,614 Shares 63,645 Est. Cost $35.75 Unrealized
KO Coca Cola Co 0.7%
Value ($000) $2,408 Shares 39,363 Est. Cost $39.34 Unrealized +44.1%
USB US Bancorp Del 0.7%
Value ($000) $2,408 Shares 53,873 Est. Cost $38.20 Unrealized +1.2%
MRK Merck & Co Inc New Com 0.7%
Value ($000) $2,390 Shares 18,114 Est. Cost $69.12 Unrealized +67.5%
UPS United Parcel Service 0.7%
Value ($000) $2,299 Shares 15,467 Est. Cost $108.79 Unrealized +25.4%
DIS Disney (Walt) Company 0.6%
Value ($000) $2,138 Shares 17,472 Est. Cost $101.33 Unrealized +1.0%
ACN Accenture PLC 0.6%
Value ($000) $2,099 Shares 6,055 Est. Cost $267.38 Unrealized +32.7%
ICE Intercontinental Exchange Inc 0.6%
Value ($000) $2,063 Shares 15,014 Est. Cost $74.20 Unrealized +74.9%
GD General Dynamics Corp 0.6%
Value ($000) $2,051 Shares 7,262 Est. Cost $146.01 Unrealized +76.7%
XLE Energy - SPDR Select Sector ETF 0.6%
Value ($000) $2,036 Shares 21,570 Est. Cost $45.43 Unrealized
APD Air Products and Chemicals 0.6%
Value ($000) $1,972 Shares 8,138 Est. Cost $230.60 Unrealized +0.8%
ABT Abbott Labs 0.6%
Value ($000) $1,951 Shares 17,166 Est. Cost $87.95 Unrealized +26.0%
BRK/B Berkshire Hathaway Inc Del Cl B New 0.6%
Value ($000) $1,929 Shares 4,587 Est. Cost $340.65 Unrealized +15.5%
IWV Ishares Tr Russell 3000 ETF 0.6%
Value ($000) $1,923 Shares 6,408 Est. Cost $194.86 Unrealized
TJX TJX Companies Inc 0.6%
Value ($000) $1,917 Shares 18,903 Est. Cost $48.96 Unrealized +93.3%
PANW Palo Alto Networks Inc Common 0.6%
Value ($000) $1,902 Shares 6,693 Est. Cost $73.94 Unrealized +113.4%
MO Altria Group Inc 0.6%
Value ($000) $1,875 Shares 42,989 Est. Cost $31.95 Unrealized +11.7%
CVS CVS Health Corporation 0.6%
Value ($000) $1,863 Shares 23,357 Est. Cost $56.32 Unrealized +25.7%
AVUV Avantis US Small Cap Value ETF 0.6%
Value ($000) $1,852 Shares 19,759 Est. Cost $88.89 Unrealized
HD Home Depot Inc 0.5%
Value ($000) $1,775 Shares 4,628 Est. Cost $232.43 Unrealized +50.0%
VNQ Vanguard Real Estate ETF 0.5%
Value ($000) $1,692 Shares 19,561 Est. Cost $84.83 Unrealized
AVGO Broadcom Inc 0.5%
Value ($000) $1,681 Shares 1,268 Est. Cost $55.58 Unrealized +118.1%
PFE Pfizer Inc 0.5%
Value ($000) $1,656 Shares 59,658 Est. Cost $26.01 Unrealized -5.2%
NSC Norfolk Southn Corp 0.5%
Value ($000) $1,641 Shares 6,440 Est. Cost $211.08 Unrealized +12.6%
DHR Danaher Corp 0.5%
Value ($000) $1,623 Shares 6,498 Est. Cost $177.59 Unrealized +36.0%
ITW Illinois Tool Works Inc 0.5%
Value ($000) $1,597 Shares 5,953 Est. Cost $161.92 Unrealized +52.9%
IWF Ishares Tr Russell 1000 Growth 0.5%
Value ($000) $1,592 Shares 4,722 Est. Cost $225.02 Unrealized
PFF Ishares Trust Pfd & Income Securities ETF 0.5%
Value ($000) $1,587 Shares 49,245 Est. Cost $29.82 Unrealized
WMT Wal Mart Inc 0.5%
Value ($000) $1,578 Shares 26,233 Est. Cost $48.46 Unrealized +15.6%
TMO Thermo Fisher Scientific Inc 0.5%
Value ($000) $1,578 Shares 2,715 Est. Cost $467.53 Unrealized +19.3%
SBUX Starbucks Corporation 0.5%
Value ($000) $1,573 Shares 17,214 Est. Cost $76.36 Unrealized +16.0%
AMT American Tower REIT 0.5%
Value ($000) $1,571 Shares 7,949 Est. Cost $171.51 Unrealized +8.5%
HON Honeywell, Inc 0.5%
Value ($000) $1,546 Shares 7,532 Est. Cost $139.36 Unrealized +29.7%
WM Waste Management Inc New 0.5%
Value ($000) $1,536 Shares 7,208 Est. Cost $120.94 Unrealized +58.0%
CHDN Churchill Downs Inc 0.5%
Value ($000) $1,516 Shares 12,254 Est. Cost $121.02 Unrealized -0.8%
BLV Vanguard Long-term Bond Index Fund ETF 0.5%
Value ($000) $1,509 Shares 20,866 Est. Cost $66.62 Unrealized
VGLT Vanguard Gov't Long-Term Treasury ETF 0.5%
Value ($000) $1,504 Shares 25,385 Est. Cost $59.58 Unrealized
DG Dollar General Corp 0.4%
Value ($000) $1,487 Shares 9,526 Est. Cost $160.98 Unrealized -15.2%
VZ Verizon Communications Inc Usd 1 0.4%
Value ($000) $1,479 Shares 35,253 Est. Cost $35.40 Unrealized +1.5%
PM Philip Morris Int Inc 0.4%
Value ($000) $1,475 Shares 16,097 Est. Cost $78.63 Unrealized +8.0%
VCSH Vanguard Short-Term Corp Index Fund 0.4%
Value ($000) $1,464 Shares 18,931 Est. Cost $80.40 Unrealized
UNP Union Pacific Corporation 0.4%
Value ($000) $1,449 Shares 5,892 Est. Cost $192.96 Unrealized +22.1%
VCIT Vanguard Intermediate-Term Corp Bond Index Fund 0.4%
Value ($000) $1,394 Shares 17,318 Est. Cost $92.99 Unrealized
ORCL Oracle Corp 0.4%
Value ($000) $1,379 Shares 10,979 Est. Cost $62.68 Unrealized +79.3%
EFV Ishares MSCI EAFE Value Index Fund 0.4%
Value ($000) $1,342 Shares 24,678 Est. Cost $53.10 Unrealized
TFC Truist Financial Corp Common 0.4%
Value ($000) $1,315 Shares 33,742 Est. Cost $40.24 Unrealized -17.0%
TGT Target Corp 0.4%
Value ($000) $1,308 Shares 7,382 Est. Cost $122.09 Unrealized +16.3%
IEFA Ishares Tr Core MSCI EAFE ETF 0.4%
Value ($000) $1,306 Shares 17,599 Est. Cost $50.04 Unrealized
TMUS T-mobile US Inc Common 0.4%
Value ($000) $1,277 Shares 7,826 Est. Cost $142.73 Unrealized +10.8%
DON Wisdomtree US Midcap Dividend Fund ETF 0.4%
Value ($000) $1,211 Shares 24,825 Est. Cost $45.85 Unrealized
MA Mastercard Inc 0.4%
Value ($000) $1,211 Shares 2,514 Est. Cost $380.11 Unrealized +19.1%
VB Vanguard Small Cap ETF 0.4%
Value ($000) $1,180 Shares 5,162 Est. Cost $169.38 Unrealized
VCLT Vanguard Long-Term Corp Bond Index Fund 0.4%
Value ($000) $1,176 Shares 15,032 Est. Cost $95.35 Unrealized
BF/B Brown Forman Corp Class B 0.3%
Value ($000) $1,149 Shares 22,260 Est. Cost $51.67 Unrealized +2.7%
ASML ASML Holding NV 0.3%
Value ($000) $1,143 Shares 1,178 Est. Cost $726.73 Unrealized
DVY Ishares Dow Jones Select Divindex Fund 0.3%
Value ($000) $1,134 Shares 9,205 Est. Cost $89.86 Unrealized
IVV Ishares Tr Core S&P 500 ETF 0.3%
Value ($000) $1,122 Shares 2,134 Est. Cost $441.79 Unrealized
GOOG Alphabet Inc Class C 0.3%
Value ($000) $1,107 Shares 7,271 Est. Cost $119.05 Unrealized +20.3%
LMT Lockheed Martin Corp 0.3%
Value ($000) $1,089 Shares 2,394 Est. Cost $348.12 Unrealized +19.5%
VYM Vanguard High Dividend Yield ETF 0.3%
Value ($000) $1,086 Shares 8,977 Est. Cost $97.97 Unrealized
MDLZ Mondelez International Inc 0.3%
Value ($000) $1,083 Shares 15,474 Est. Cost $46.16 Unrealized +49.3%
ZBH Zimmer Biomet Holdings Inc 0.3%
Value ($000) $1,067 Shares 8,085 Est. Cost $115.97 Unrealized +5.8%
SMH VanEck Semiconductor ETF 0.3%
Value ($000) $1,046 Shares 4,650 Est. Cost $173.87 Unrealized
RTX Raytheon Technologies Corp Common 0.3%
Value ($000) $1,045 Shares 10,714 Est. Cost $80.83 Unrealized +7.4%
SYK Stryker Corp 0.3%
Value ($000) $1,013 Shares 2,831 Est. Cost $248.40 Unrealized +33.0%
Blackrock Inc 0.3%
Value ($000) $1,009 Shares 1,210 Est. Cost $695.92 Unrealized
DE Deere & Company 0.3%
Value ($000) $977 Shares 2,379 Est. Cost $330.36 Unrealized +12.8%
AMD Advanced Micro Devices Inc Corp Common 0.3%
Value ($000) $948 Shares 5,255 Est. Cost $130.31 Unrealized +34.2%
ATO ATMOS Energy Corp 0.3%
Value ($000) $936 Shares 7,873 Est. Cost $104.44 Unrealized +4.9%
ETN Eaton Corporation PLC 0.3%
Value ($000) $936 Shares 2,992 Est. Cost $184.13 Unrealized +45.3%
QQQ Invesco QQQ Tr Unit Ser 1 0.3%
Value ($000) $901 Shares 2,030 Est. Cost $334.89 Unrealized
NKE Nike Inc Cl B 0.3%
Value ($000) $846 Shares 9,003 Est. Cost $101.34 Unrealized -3.5%
SPGI S&P Global Inc Common 0.3%
Value ($000) $841 Shares 1,977 Est. Cost $257.72 Unrealized +65.8%
SCHW Schwab Charles Corp New Common 0.3%
Value ($000) $837 Shares 11,565 Est. Cost $68.46 Unrealized -6.1%
COST Costco Wholesale Corp Com 0.2%
Value ($000) $828 Shares 1,130 Est. Cost $476.45 Unrealized +48.3%
MCD McDonalds Corp 0.2%
Value ($000) $821 Shares 2,913 Est. Cost $186.98 Unrealized +48.7%
EXPE Expedia Group Inc 0.2%
Value ($000) $820 Shares 5,951 Est. Cost $129.36 Unrealized +9.0%
CSX CSX Corp 0.2%
Value ($000) $804 Shares 21,690 Est. Cost $29.53 Unrealized +20.1%
VEA Vanguard Tax-mgd Intl Fd Ftse Dev Mkts ETF 0.2%
Value ($000) $792 Shares 15,785 Est. Cost $45.42 Unrealized
PGX Invesco Exchange Traded PFD II 0.2%
Value ($000) $787 Shares 66,227 Est. Cost $12.13 Unrealized
ULTA Ulta Salon Cosmetics & Fragrance Inc 0.2%
Value ($000) $771 Shares 1,474 Est. Cost $458.34 Unrealized +12.7%
JEPI JP Morgan Premium Income ETF 0.2%
Value ($000) $769 Shares 13,290 Est. Cost $54.39 Unrealized
SLB Schlumberger LTD 0.2%
Value ($000) $768 Shares 14,004 Est. Cost $50.41 Unrealized -5.1%
SNOW Snowflake Inc. Class A 0.2%
Value ($000) $762 Shares 4,715 Est. Cost $171.86 Unrealized +12.8%
CRWD Crowdstrike Holdings Inc Class A 0.2%
Value ($000) $756 Shares 2,359 Est. Cost $153.53 Unrealized +99.4%
DES Wisdomtree US Smallcap Dividend Fund ETF 0.2%
Value ($000) $708 Shares 21,675 Est. Cost $31.96 Unrealized
VO Vanguard Mid Cap ETF 0.2%
Value ($000) $707 Shares 2,828 Est. Cost $195.88 Unrealized
Pioneer Natural Resources 0.2%
Value ($000) $704 Shares 2,683 Est. Cost $226.94 Unrealized
TXN Texas Instruments Inc 0.2%
Value ($000) $699 Shares 4,015 Est. Cost $152.10 Unrealized +3.8%
SYBT Stock Yards Bancorp Inc Corp Common 0.2%
Value ($000) $693 Shares 14,172 Est. Cost $45.21 Unrealized +4.8%
IJJ Ishares Tr S&P Mid Cap 400 Value ETF 0.2%
Value ($000) $689 Shares 5,828 Est. Cost $110.02 Unrealized
EFG Ishares MSCI EAFE Growth Index Fund 0.2%
Value ($000) $685 Shares 6,596 Est. Cost $93.36 Unrealized
WMB The Williams Co Inc 0.2%
Value ($000) $680 Shares 17,452 Est. Cost $31.72 Unrealized +4.0%
SHW Sherwin-Williams Co 0.2%
Value ($000) $677 Shares 1,948 Est. Cost $264.18 Unrealized +18.7%
BSCR Invesco BulletShares 2027 Corp Bd ETF 0.2%
Value ($000) $674 Shares 34,965 Est. Cost $15.17 Unrealized
NFLX Netflix Inc Common 0.2%
Value ($000) $665 Shares 1,095 Est. Cost $44.53 Unrealized +26.6%
GS Goldman Sachs Group Inc 0.2%
Value ($000) $665 Shares 1,592 Est. Cost $289.71 Unrealized +28.5%
BSCS Invesco BulletShares 2028 Corp Bd ETF 0.2%
Value ($000) $661 Shares 32,954 Est. Cost $15.64 Unrealized
QCOM Qualcomm Incorporated 0.2%
Value ($000) $651 Shares 3,848 Est. Cost $130.23 Unrealized +14.1%
BAC Bank of America Corporation 0.2%
Value ($000) $634 Shares 16,729 Est. Cost $25.19 Unrealized +30.2%
CSCO Cisco Systems Inc 0.2%
Value ($000) $626 Shares 12,537 Est. Cost $37.50 Unrealized +25.9%
VTI Vanguard Total Stock Market ETF 0.2%
Value ($000) $619 Shares 2,382 Est. Cost $79.80 Unrealized
VRTX Vertex Pharmaceuticals Inc 0.2%
Value ($000) $612 Shares 1,465 Est. Cost $418.64 Unrealized +1.0%
SOXX iShares Semiconductor ETF 0.2%
Value ($000) $601 Shares 2,662 Est. Cost $279.48 Unrealized
VXUS Vanguard Total International Stock Index ETF 0.2%
Value ($000) $600 Shares 9,957 Est. Cost $53.42 Unrealized
IWD Ishares Tr Russell 1000 Val 0.2%
Value ($000) $596 Shares 3,327 Est. Cost $148.73 Unrealized
LQD iShares iBoxx Invst Gr Corp Bd ETF 0.2%
Value ($000) $595 Shares 5,464 Est. Cost $136.35 Unrealized
COP Conocophillips 0.2%
Value ($000) $593 Shares 4,662 Est. Cost $99.83 Unrealized +7.8%
IDU Ishares DJ US Utilities Sctr 0.2%
Value ($000) $587 Shares 6,944 Est. Cost $99.98 Unrealized
IBM International Business Machs 0.2%
Value ($000) $583 Shares 3,055 Est. Cost $108.14 Unrealized +59.6%
BSCV Invesco BulletShares 2031 Corp Bd ETF 0.2%
Value ($000) $580 Shares 36,003 Est. Cost $12.29 Unrealized
DUK Duke Energy Corp New 0.2%
Value ($000) $578 Shares 5,977 Est. Cost $69.35 Unrealized +27.5%
BSCT Invesco BulletShares 2029 Corp Bd ETF 0.2%
Value ($000) $573 Shares 31,288 Est. Cost $13.58 Unrealized
BMY Bristol Myers Squibb Co 0.2%
Value ($000) $572 Shares 10,556 Est. Cost $46.45 Unrealized -0.6%
VUG Vanguard Growth Vipers ETF 0.2%
Value ($000) $570 Shares 1,655 Est. Cost $228.68 Unrealized
MUB Ishares Tr Natl Mun Bd ETF Fund 0.2%
Value ($000) $564 Shares 5,246 Est. Cost $111.92 Unrealized
CATH S&P 500 Catholic Values ETF 0.2%
Value ($000) $563 Shares 8,850 Est. Cost $38.70 Unrealized
BSCU Invesco BulletShares 2030 Corp Bd ETF 0.2%
Value ($000) $560 Shares 34,171 Est. Cost $12.40 Unrealized
CMCSA Comcast Corporation (New) 0.2%
Value ($000) $549 Shares 12,653 Est. Cost $40.09 Unrealized +1.3%
BSCW Invesco BulletShares 2032 Corp Bd ETF 0.2%
Value ($000) $539 Shares 26,625 Est. Cost $19.70 Unrealized
STZ Constellation Brands Common 0.2%
Value ($000) $526 Shares 1,934 Est. Cost $233.09 Unrealized +4.4%
PAYX Paychex Inc 0.2%
Value ($000) $525 Shares 4,275 Est. Cost $75.37 Unrealized +52.1%
CB Chubb Limited, Zuerich 0.2%
Value ($000) $517 Shares 1,994 Est. Cost $160.86 Unrealized +50.0%
BA Boeing Company 0.2%
Value ($000) $515 Shares 2,670 Est. Cost $223.11 Unrealized -7.9%
CPRT Copart Inc 0.2%
Value ($000) $513 Shares 8,853 Est. Cost $46.52 Unrealized +10.5%
GE GE Aerospace Com New 0.2%
Value ($000) $506 Shares 2,885 Est. Cost $116.41 Unrealized 0.0%
CF CF Industries Holdings Inc Common 0.1%
Value ($000) $495 Shares 5,954 Est. Cost $75.63 Unrealized +0.7%
VLO Valero Energy Corp 0.1%
Value ($000) $484 Shares 2,838 Est. Cost $122.11 Unrealized +11.1%
ELV Elevance Health, Inc. 0.1%
Value ($000) $479 Shares 923 Est. Cost $405.68 Unrealized +18.8%
COKE Coca-Cola Consolidated Inc 0.1%
Value ($000) $466 Shares 550 Est. Cost $70.13 Unrealized +20.7%
NET Cloudflare Inc Class A Common 0.1%
Value ($000) $462 Shares 4,770 Est. Cost $67.07 Unrealized +35.0%
NFRA Flexshares Global Broad Infrastracture Common 0.1%
Value ($000) $459 Shares 8,410 Est. Cost $56.39 Unrealized
HUM Humana Inc 0.1%
Value ($000) $437 Shares 1,259 Est. Cost $428.48 Unrealized -13.7%
F Ford Motor Co 0.1%
Value ($000) $434 Shares 32,675 Est. Cost $9.60 Unrealized +11.3%
USMV Ishares Msci Usa Min Vol Factor ETF 0.1%
Value ($000) $429 Shares 5,127 Est. Cost $45.41 Unrealized
GLD SPDR Gold Tr 0.1%
Value ($000) $426 Shares 2,070 Est. Cost $164.76 Unrealized
RSP Invesco S&P 500 Equal Weight ETF 0.1%
Value ($000) $416 Shares 2,454 Est. Cost $157.80 Unrealized
PPG PPG Industries Inc 0.1%
Value ($000) $400 Shares 2,760 Est. Cost $130.70 Unrealized +4.0%
GNRC Generac Holdings Inc 0.1%
Value ($000) $394 Shares 3,125 Est. Cost $117.24 Unrealized +0.1%
CL Colgate Palmolive Co 0.1%
Value ($000) $388 Shares 4,310 Est. Cost $73.64 Unrealized +10.4%
FTNT Fortinet Inc. 0.1%
Value ($000) $382 Shares 5,595 Est. Cost $66.20 Unrealized +0.6%
BX Blackstone Inc Common 0.1%
Value ($000) $380 Shares 2,894 Est. Cost $111.09 Unrealized +6.9%
PNC PNC Financial Services Group 0.1%
Value ($000) $374 Shares 2,316 Est. Cost $110.13 Unrealized +28.1%
ALL Allstate Corp 0.1%
Value ($000) $354 Shares 2,045 Est. Cost $85.29 Unrealized +78.1%
QUAL Ishares Msci USA Quality Factor ETF 0.1%
Value ($000) $353 Shares 2,145 Est. Cost $110.45 Unrealized
INTC Intel Corporation 0.1%
Value ($000) $353 Shares 7,981 Est. Cost $37.23 Unrealized +18.3%
IJK Ishares Tr S&P Midcap 400 Growth ETF 0.1%
Value ($000) $343 Shares 3,760 Est. Cost $82.12 Unrealized
FANG Diamondback Energy Inc Common 0.1%
Value ($000) $343 Shares 1,730 Est. Cost $144.19 Unrealized +10.3%
AWK American Water Works Co Inc 0.1%
Value ($000) $341 Shares 2,792 Est. Cost $121.78 Unrealized -3.3%
ISRG Intuitive Surgical Inc Corp 0.1%
Value ($000) $337 Shares 845 Est. Cost $302.36 Unrealized +25.0%
Pinnacle Financial Partners 0.1%
Value ($000) $333 Shares 3,880 Est. Cost $85.88 Unrealized
SO Southern Company 0.1%
Value ($000) $333 Shares 4,640 Est. Cost $43.99 Unrealized +47.2%
TSLA Tesla Inc 0.1%
Value ($000) $331 Shares 1,882 Est. Cost $191.79 Unrealized +1.9%
ADBE Adobe Systems Incorporated Delaware 0.1%
Value ($000) $331 Shares 655 Est. Cost $552.18 Unrealized +3.8%
BSCQ Invesco BulletShares 2026 Corp Bd ETF 0.1%
Value ($000) $330 Shares 17,163 Est. Cost $14.42 Unrealized
IYM Ishares Tr DJ Basic Material 0.1%
Value ($000) $321 Shares 2,175 Est. Cost $101.90 Unrealized
MGY Magnolia Oil & Gas Corp Class A Common 0.1%
Value ($000) $314 Shares 12,100 Est. Cost $21.64 Unrealized +1.3%
AMGN Amgen Inc 0.1%
Value ($000) $311 Shares 1,095 Est. Cost $165.12 Unrealized +67.2%
SHEL Shell PLC Common 0.1%
Value ($000) $310 Shares 4,628 Est. Cost $47.43 Unrealized
TLT Ishares 20 Year Trsy Bond 0.1%
Value ($000) $303 Shares 3,200 Est. Cost $98.88 Unrealized
NVO Novo-nordisk A S ADR 0.1%
Value ($000) $302 Shares 2,350 Est. Cost $103.19 Unrealized
Invesco BulletShares 2025 Corp Bd ETF 0.1%
Value ($000) $296 Shares 14,506 Est. Cost $14.66 Unrealized
SYY Sysco Corp 0.1%
Value ($000) $292 Shares 3,598 Est. Cost $62.58 Unrealized +19.2%
CIVI Civitas Resources Inc 0.1%
Value ($000) $291 Shares 3,840 Est. Cost $59.61 Unrealized -2.5%
MS Morgan Stanley 0.1%
Value ($000) $283 Shares 3,004 Est. Cost $66.33 Unrealized +25.4%
FISV Fiserv, Inc Common 0.1%
Value ($000) $281 Shares 1,756 Est. Cost $112.01 Unrealized +30.0%
YUM Yum Brands Inc Common 0.1%
Value ($000) $277 Shares 2,000 Est. Cost $123.32 Unrealized +4.4%
MMM 3M Company 0.1%
Value ($000) $273 Shares 2,570 Est. Cost $90.63 Unrealized -12.5%
SCZ Ishares Tr MSCI EAFE Small Cap ETF 0.1%
Value ($000) $268 Shares 4,237 Est. Cost $66.13 Unrealized
IWS IShares Russell Mid-cap Value ETF 0.1%
Value ($000) $268 Shares 2,137 Est. Cost $116.71 Unrealized
VGT Vanguard Information Technology ETF 0.1%
Value ($000) $267 Shares 510 Est. Cost $408.09 Unrealized
IWN Ishares Russell 2000 Val Ind 0.1%
Value ($000) $259 Shares 1,634 Est. Cost $146.69 Unrealized
GSK GSK PLC New 0.1%
Value ($000) $259 Shares 6,031 Est. Cost $0.04 Unrealized
IEMG Ishares Inc Core MSCI Emerging Mkts ETF 0.1%
Value ($000) $250 Shares 4,836 Est. Cost $52.24 Unrealized
VIG Vanguard Div Appreciation ETF 0.1%
Value ($000) $249 Shares 1,362 Est. Cost $120.75 Unrealized
ADP Automatic Data Processing 0.1%
Value ($000) $246 Shares 987 Est. Cost $178.75 Unrealized +31.1%
AMP Amerprise Financial 0.1%
Value ($000) $243 Shares 555 Est. Cost $327.51 Unrealized +19.3%
AXP American Express Company 0.1%
Value ($000) $237 Shares 1,040 Est. Cost $90.44 Unrealized +124.3%
SDY SPDR S&P Dividend ETF 0.1%
Value ($000) $236 Shares 1,795 Est. Cost $124.97 Unrealized
CAT Caterpillar Inc 0.1%
Value ($000) $234 Shares 639 Est. Cost $181.25 Unrealized +71.6%
EL Estee Lauder Cos Inc 0.1%
Value ($000) $228 Shares 1,480 Est. Cost $159.17 Unrealized -14.2%
BSCX Invesco Bulletshares 2033 Corp Bd ETF 0.1%
Value ($000) $222 Shares 10,624 Est. Cost $20.85 Unrealized
DVN Devon Energy Corporation New 0.1%
Value ($000) $220 Shares 4,390 Est. Cost $55.37 Unrealized -24.5%
DEO Diageo PLC New Spons ADR 0.1%
Value ($000) $220 Shares 1,481 Est. Cost $155.81 Unrealized
SPDW SPDR Portfolio World EX-US ETF 0.1%
Value ($000) $218 Shares 6,096 Est. Cost $34.37 Unrealized
XLRE Real Estate - Select Sector ETF 0.1%
Value ($000) $218 Shares 5,517 Est. Cost $12.81 Unrealized
IWP iShares Russell Mid Cap Growth ETF 0.1%
Value ($000) $217 Shares 1,901 Est. Cost $122.79 Unrealized
IWO Ishares Russell 2000 Growth ETF 0.1%
Value ($000) $214 Shares 791 Est. Cost $260.20 Unrealized
Invesco BulletShares 2024 Corp Bd ETF 0.1%
Value ($000) $212 Shares 10,093 Est. Cost $13.69 Unrealized
EOG EOG Resources Inc Common 0.1%
Value ($000) $209 Shares 1,635 Est. Cost $79.03 Unrealized +39.7%
ONB Old National Bancorp 0.1%
Value ($000) $208 Shares 11,962 Est. Cost $17.21 Unrealized -3.9%
ICLN Ishares Global Clean Energy ETF 0.1%
Value ($000) $205 Shares 14,678 Est. Cost $20.90 Unrealized
DD Dupont De Nemours Inc Corp Common 0.1%
Value ($000) $197 Shares 2,572 Est. Cost $28.73 Unrealized -0.7%
D Dominion Energy Inc 0.1%
Value ($000) $194 Shares 3,940 Est. Cost $51.07 Unrealized -16.5%
XLK Technology - SPDR Select Sector ETF 0.1%
Value ($000) $193 Shares 928 Est. Cost $208.27 Unrealized
VBK Vanguard Small-Cap Growth ETF 0.1%
Value ($000) $193 Shares 741 Est. Cost $213.80 Unrealized
MCHP Microchip Tech Inc 0.1%
Value ($000) $193 Shares 2,149 Est. Cost $66.67 Unrealized +22.8%
NVS Novartis AG Spons ADR 0.1%
Value ($000) $190 Shares 1,963 Est. Cost $98.80 Unrealized
O Realty Income Corp Common 0.1%
Value ($000) $187 Shares 3,460 Est. Cost $48.62 Unrealized 0.0%
SU Suncor Energy Inc New 0.1%
Value ($000) $186 Shares 5,050 Est. Cost $28.97 Unrealized +9.3%
CM Canadian Imperial Bank Common 0.1%
Value ($000) $185 Shares 3,646 Est. Cost $47.47 Unrealized -7.2%
SPSM SPDR Portfolio Small Cap ETF 0.1%
Value ($000) $182 Shares 4,233 Est. Cost $42.35 Unrealized
CI Cigna Corp Common 0.1%
Value ($000) $180 Shares 496 Est. Cost $190.97 Unrealized +66.4%
REGN Regeneron Pharmaceuticals Inc 0.1%
Value ($000) $179 Shares 186 Est. Cost $631.77 Unrealized +49.7%
LIN Linde PLC Corp 0.1%
Value ($000) $175 Shares 377 Est. Cost $322.73 Unrealized +30.9%
MET Metlife Inc 0.1%
Value ($000) $175 Shares 2,357 Est. Cost $40.23 Unrealized +64.1%
VEU Vanguard Ftse All World Ex US Index Fund ETF 0.1%
Value ($000) $172 Shares 2,939 Est. Cost $50.36 Unrealized
AEP American Electric Power Co 0.1%
Value ($000) $172 Shares 2,000 Est. Cost $57.32 Unrealized +32.6%
PLD Prologis Inc Common 0.1%
Value ($000) $172 Shares 1,320 Est. Cost $111.56 Unrealized +9.7%
VOT Vanguard Mid-Cap Growth Index ETF 0.1%
Value ($000) $169 Shares 718 Est. Cost $194.21 Unrealized
XNTK Spdr NYSE Technology ETF 0.0%
Value ($000) $167 Shares 915 Est. Cost $118.39 Unrealized
MSI Motorola Solutions Inc Common New 0.0%
Value ($000) $166 Shares 469 Est. Cost $200.10 Unrealized +61.2%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $166 Shares 825 Est. Cost $71.42 Unrealized +130.1%
SPXL Direxion Daily S&P 500 Bull 3x Shares ETF 0.0%
Value ($000) $164 Shares 1,225 Est. Cost $27.33 Unrealized
KLAC Kla-tencor Corp Common 0.0%
Value ($000) $161 Shares 230 Est. Cost $347.72 Unrealized +81.7%
DLR Digital Rlty Tr Inc REIT 0.0%
Value ($000) $158 Shares 1,100 Est. Cost $131.44 Unrealized +1.3%
SLF Sun Life Finl Inc Common 0.0%
Value ($000) $155 Shares 2,844 Est. Cost $39.86 Unrealized +32.7%
COF Capital One Financial 0.0%
Value ($000) $153 Shares 1,029 Est. Cost $110.94 Unrealized +18.9%
RSG Republic Services Inc 0.0%
Value ($000) $153 Shares 800 Est. Cost $141.11 Unrealized +23.0%
EMR Emerson Electric Company 0.0%
Value ($000) $152 Shares 1,344 Est. Cost $68.85 Unrealized +44.3%
MRSH Marsh & McLennan Cos Inc Common 0.0%
Value ($000) $152 Shares 739 Est. Cost $140.74 Unrealized +37.4%
Lam Resh Corp Common 0.0%
Value ($000) $151 Shares 155 Est. Cost $697.79 Unrealized
Unilever PLC ADR 0.0%
Value ($000) $150 Shares 2,985 Est. Cost $46.08 Unrealized
ITOT IShares Trust S&P 1500 Total US Stock Mkt ETF 0.0%
Value ($000) $148 Shares 1,286 Est. Cost $77.29 Unrealized
PYPL Paypal Holdings Inc 0.0%
Value ($000) $148 Shares 2,210 Est. Cost $63.78 Unrealized -4.0%
MDT Medtronic PLC 0.0%
Value ($000) $145 Shares 1,668 Est. Cost $79.80 Unrealized +1.1%
Total Se 0.0%
Value ($000) $145 Shares 2,100 Est. Cost $17.78 Unrealized
AMAT Applied Materials Inc 0.0%
Value ($000) $144 Shares 700 Est. Cost $118.34 Unrealized +52.4%
ENB Enbridge Inc Common 0.0%
Value ($000) $142 Shares 3,933 Est. Cost $29.14 Unrealized +8.3%
LEN Lennar Corp Class A 0.0%
Value ($000) $136 Shares 792 Est. Cost $52.05 Unrealized +181.0%
DWM Wisdomtree International Equity Fund Eqy ETF 0.0%
Value ($000) $132 Shares 2,415 Est. Cost $49.57 Unrealized
TSM Taiwan Semicondutor Mfg 0.0%
Value ($000) $132 Shares 970 Est. Cost $61.49 Unrealized
PSX Phillips 66 Com 0.0%
Value ($000) $131 Shares 801 Est. Cost $109.72 Unrealized +23.0%
GIS General Mills 0.0%
Value ($000) $129 Shares 1,838 Est. Cost $44.63 Unrealized +35.8%
ADSK Autodesk Inc 0.0%
Value ($000) $128 Shares 492 Est. Cost $229.92 Unrealized +10.1%
PLTR Palantir Technologies Inc. Class A 0.0%
Value ($000) $128 Shares 5,550 Est. Cost $12.83 Unrealized +66.1%
MU Micron Technology Inc Common 0.0%
Value ($000) $127 Shares 1,080 Est. Cost $89.83 Unrealized 0.0%
GTN Gray Television Inc 0.0%
Value ($000) $126 Shares 20,000 Est. Cost $7.45 Unrealized +2.6%
SRE Sempra Energy 0.0%
Value ($000) $126 Shares 1,755 Est. Cost $67.29 Unrealized +0.1%
MNST Monster Beverage Corp 0.0%
Value ($000) $126 Shares 2,124 Est. Cost $46.61 Unrealized +23.3%
KMB Kimberly-Clark Corp 0.0%
Value ($000) $126 Shares 973 Est. Cost $107.92 Unrealized +5.7%
VWO Vanguard Ftse Emerging Market ETF 0.0%
Value ($000) $125 Shares 2,982 Est. Cost $45.84 Unrealized
Discover Finl Svcs Common 0.0%
Value ($000) $125 Shares 950 Est. Cost $101.09 Unrealized
ADI Analog Devices Inc Corp Com 0.0%
Value ($000) $123 Shares 624 Est. Cost $173.06 Unrealized +7.6%
C Citigroup Inc Com New 0.0%
Value ($000) $121 Shares 1,913 Est. Cost $55.28 Unrealized -5.0%
AGG Ishares Tr Core U S Aggregate Bd ETF 0.0%
Value ($000) $120 Shares 1,226 Est. Cost $117.31 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $117 Shares 593 Est. Cost $57.55 Unrealized +208.0%
NRG NRG Energy Inc 0.0%
Value ($000) $116 Shares 1,718 Est. Cost $32.10 Unrealized +69.4%
EPD Enterprise Products Partners LP 0.0%
Value ($000) $115 Shares 3,925 Est. Cost $24.41 Unrealized
T AT&T Inc 0.0%
Value ($000) $110 Shares 6,243 Est. Cost $15.35 Unrealized +1.8%
LHX L3harris Technologies Inc 0.0%
Value ($000) $110 Shares 515 Est. Cost $188.21 Unrealized +7.5%
EQIX Equinix Inc REIT 0.0%
Value ($000) $108 Shares 131 Est. Cost $715.46 Unrealized +12.9%
XLB Materials - SPDR Select Sector ETF 0.0%
Value ($000) $107 Shares 1,157 Est. Cost $23.22 Unrealized
GABC German American Bancorp Inc Common 0.0%
Value ($000) $101 Shares 2,919 Est. Cost $30.07 Unrealized +1.2%
DOW Dow Inc Corp Common 0.0%
Value ($000) $99 Shares 1,709 Est. Cost $39.36 Unrealized +24.4%
DLTR Dollar Tree 0.0%
Value ($000) $98 Shares 734 Est. Cost $131.93 Unrealized +4.3%
DELL Dell Technologies Inc Com 0.0%
Value ($000) $96 Shares 750 Est. Cost $90.57 Unrealized 0.0%
KVUE Kenvue Inc 0.0%
Value ($000) $94 Shares 4,381 Est. Cost $19.74 Unrealized -4.5%
VRT Vertiv Holdings Co Cl A 0.0%
Value ($000) $94 Shares 1,150 Est. Cost $57.88 Unrealized +8.3%
MLM Martin Marietta Materials Inc 0.0%
Value ($000) $93 Shares 152 Est. Cost $428.00 Unrealized +26.2%
OTIS Otis Worldwide Corp Common 0.0%
Value ($000) $89 Shares 901 Est. Cost $72.79 Unrealized +23.0%
NOW Servicenow Inc Common 0.0%
Value ($000) $89 Shares 117 Est. Cost $131.48 Unrealized +15.2%
XLU Utilities - SPDR Select Sector ETF 0.0%
Value ($000) $88 Shares 1,339 Est. Cost $43.69 Unrealized
WFC Wells Fargo & Co New 0.0%
Value ($000) $88 Shares 1,515 Est. Cost $44.89 Unrealized +11.7%
DHS Wisdomtree US High Dividend Fund ETF 0.0%
Value ($000) $87 Shares 1,000 Est. Cost $86.66 Unrealized
GEHC Ge Healthcare Technologies Inc 0.0%
Value ($000) $84 Shares 924 Est. Cost $81.11 Unrealized +2.3%
EXPD Expeditors Intl Wash Inc 0.0%
Value ($000) $84 Shares 689 Est. Cost $105.10 Unrealized +14.8%
JCI Johnson Controls International PLC Shs 0.0%
Value ($000) $84 Shares 1,282 Est. Cost $37.87 Unrealized +49.5%
CP Canadian Pacific Kansas City Ltd Corp 0.0%
Value ($000) $83 Shares 940 Est. Cost $76.58 Unrealized +8.2%
IGM Ishares Expanded Tech Sector ETF 0.0%
Value ($000) $83 Shares 960 Est. Cost $99.94 Unrealized
HSY The Hershey Company 0.0%
Value ($000) $81 Shares 415 Est. Cost $105.93 Unrealized +71.9%
VLTO Veralto Corp 0.0%
Value ($000) $81 Shares 909 Est. Cost $73.75 Unrealized +11.5%
XLP Consumer Staples - SPDR Select Sector ETF 0.0%
Value ($000) $80 Shares 1,054 Est. Cost $75.76 Unrealized
XLF Financials - SPDR Select Sector ETF 0.0%
Value ($000) $79 Shares 1,879 Est. Cost $34.07 Unrealized
AIVL Wisdomtree US Ai Enhanced Value Fund ETF 0.0%
Value ($000) $79 Shares 775 Est. Cost $101.78 Unrealized
BEN Franklin Res Inc Common 0.0%
Value ($000) $77 Shares 2,749 Est. Cost $17.10 Unrealized +43.8%
FITB Fifth Third Bancorp 0.0%
Value ($000) $76 Shares 2,038 Est. Cost $23.74 Unrealized +36.3%
IRM Iron Mountain Inc 0.0%
Value ($000) $73 Shares 905 Est. Cost $58.41 Unrealized +16.5%
VHT Vanguard Health Care ETF 0.0%
Value ($000) $72 Shares 265 Est. Cost $229.35 Unrealized
CCI Crown Castle Intl Corp Common 0.0%
Value ($000) $71 Shares 673 Est. Cost $131.56 Unrealized -25.7%
BCE BCE Inc Common New 0.0%
Value ($000) $71 Shares 2,085 Est. Cost $39.44 Unrealized -17.6%
ROK Rockwell Automation Inc 0.0%
Value ($000) $70 Shares 240 Est. Cost $181.65 Unrealized +53.5%
XLY Consumer Discretionary - SPDR Select Sector ETF 0.0%
Value ($000) $69 Shares 377 Est. Cost $176.71 Unrealized
TM Toyota Mtr Corp ADR 2 0.0%
Value ($000) $69 Shares 275 Est. Cost $133.69 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $69 Shares 775 Est. Cost $70.52 Unrealized +9.7%
CARR Carrier Global Corp Common 0.0%
Value ($000) $69 Shares 1,181 Est. Cost $49.23 Unrealized +11.6%
ROP Roper Technologies Inc Corp 0.0%
Value ($000) $68 Shares 122 Est. Cost $524.47 Unrealized +2.7%
IIPR Innovative Industrial Properties Inc REIT 0.0%
Value ($000) $68 Shares 660 Est. Cost $86.16 Unrealized
RF Regions Financial Corp COM 0.0%
Value ($000) $68 Shares 3,223 Est. Cost $11.67 Unrealized +49.1%
PRU Prudential Financial 0.0%
Value ($000) $68 Shares 577 Est. Cost $75.74 Unrealized +30.2%
FE Firstenergy Corp 0.0%
Value ($000) $68 Shares 1,750 Est. Cost $35.18 Unrealized -1.5%
IP International Paper 0.0%
Value ($000) $65 Shares 1,675 Est. Cost $35.91 Unrealized -6.4%
LNG Cheniere Energy Inc Common New 0.0%
Value ($000) $65 Shares 400 Est. Cost $148.05 Unrealized +8.6%
WEC Wec Energy Group Inc 0.0%
Value ($000) $62 Shares 756 Est. Cost $59.04 Unrealized +27.5%
FCX Freeport-McMoran Inc 0.0%
Value ($000) $62 Shares 1,310 Est. Cost $19.91 Unrealized +97.9%
TRV Travelers Cos Inc 0.0%
Value ($000) $57 Shares 247 Est. Cost $166.66 Unrealized +24.0%
TD Toronto Dominion Bk Ont Common New 0.0%
Value ($000) $56 Shares 925 Est. Cost $59.96 Unrealized +0.7%
FCOM Fidelity MSCI Communication Services Index ETF 0.0%
Value ($000) $54 Shares 1,080 Est. Cost $46.21 Unrealized
IVW Ishares Trust S&P 500 Growth ETF 0.0%
Value ($000) $53 Shares 632 Est. Cost $103.82 Unrealized
IYF Ishares Trust DJ US Financial Financials ETF 0.0%
Value ($000) $53 Shares 555 Est. Cost $69.43 Unrealized
SLV Ishares Silver Tr 0.0%
Value ($000) $52 Shares 2,300 Est. Cost $15.23 Unrealized
DRI Darden Restaurants 0.0%
Value ($000) $52 Shares 310 Est. Cost $100.48 Unrealized +55.9%
FDX FedEx Corporation 0.0%
Value ($000) $51 Shares 175 Est. Cost $240.71 Unrealized -0.4%
CMI Cummins Inc 0.0%
Value ($000) $50 Shares 170 Est. Cost $134.86 Unrealized +83.6%
WPC W P Carey Inc Common 0.0%
Value ($000) $50 Shares 880 Est. Cost $67.56 Unrealized
XLC Communication Services - SPDR Select Sector ETF 0.0%
Value ($000) $49 Shares 606 Est. Cost $66.17 Unrealized
VGK Vanguard Intl Equity Index Fund Ftse Europe ETF 0.0%
Value ($000) $48 Shares 720 Est. Cost $67.20 Unrealized
BALL Ball Corp 0.0%
Value ($000) $47 Shares 700 Est. Cost $59.19 Unrealized 0.0%
IGSB Ishares Trust Corporate Bond ETF 0.0%
Value ($000) $44 Shares 864 Est. Cost $78.13 Unrealized
LOB Live Oak Bancshares, Inc. 0.0%
Value ($000) $44 Shares 1,050 Est. Cost $39.81 Unrealized 0.0%
KMI Kinder Morgan Inc Del 0.0%
Value ($000) $43 Shares 2,328 Est. Cost $15.21 Unrealized +5.1%
NOBL Proshares S&P 500 Dividend Aristocrats ETF 0.0%
Value ($000) $42 Shares 417 Est. Cost $87.68 Unrealized
FSK FS KKR Capital Corp 0.0%
Value ($000) $40 Shares 2,084 Est. Cost $12.63 Unrealized +17.1%
IVE Ishares S&P 500 Value ETF 0.0%
Value ($000) $40 Shares 212 Est. Cost $118.94 Unrealized
JEPQ JPMorgan NASDAQ Equity Premium Income ETF 0.0%
Value ($000) $39 Shares 720 Est. Cost $46.93 Unrealized
XLV Health Care - SPDR Select Sector ETF 0.0%
Value ($000) $39 Shares 263 Est. Cost $147.73 Unrealized
VVV Valvoline Inc 0.0%
Value ($000) $38 Shares 863 Est. Cost $21.83 Unrealized +82.7%
GILD Gilead Sciences Inc 0.0%
Value ($000) $38 Shares 525 Est. Cost $59.88 Unrealized +20.2%
SCHH Schwab Strategic Tr ETF 0.0%
Value ($000) $38 Shares 1,882 Est. Cost $20.78 Unrealized
IJH Ishares Tr Core S&P Mid-Cap ETF 0.0%
Value ($000) $38 Shares 625 Est. Cost $85.47 Unrealized
CMG Chipotle Mexican Grill Inc Common 0.0%
Value ($000) $38 Shares 13 Est. Cost $16.69 Unrealized +206.4%
IJT Ishares Trust S&P Small Capital 600 Growth ETF 0.0%
Value ($000) $37 Shares 280 Est. Cost $146.43 Unrealized
PH Parker Hannifin Corp Common 0.0%
Value ($000) $36 Shares 65 Est. Cost $150.46 Unrealized +231.4%
ASH Ashland Global Hldgs 0.0%
Value ($000) $36 Shares 370 Est. Cost $62.25 Unrealized +37.4%
VIS Vanguard Industrials ETF 0.0%
Value ($000) $35 Shares 145 Est. Cost $174.45 Unrealized
AZN Astrazeneca PLC ADR 0.0%
Value ($000) $35 Shares 515 Est. Cost $48.48 Unrealized
XLI Industrial Select Sector Spdr Fund Etf 0.0%
Value ($000) $35 Shares 276 Est. Cost $118.95 Unrealized
EEMV Ishares Msci Emerging Markets Min Vol Factor ETF 0.0%
Value ($000) $33 Shares 590 Est. Cost $57.35 Unrealized
EME Emcor Group Inc Common 0.0%
Value ($000) $33 Shares 95 Est. Cost $267.38 Unrealized 0.0%
HYD Vaneck High Yield Muni ETF 0.0%
Value ($000) $33 Shares 635 Est. Cost $62.50 Unrealized
ZTS Zoetis Inc Class A 0.0%
Value ($000) $33 Shares 195 Est. Cost $174.53 Unrealized +5.1%
IJS Ishares S&P Small Cap 600 Value Index ETF 0.0%
Value ($000) $33 Shares 318 Est. Cost $100.63 Unrealized
QABA First Tr Nasdaq ABA Cmnty Bk Index Fund 0.0%
Value ($000) $33 Shares 700 Est. Cost $52.86 Unrealized
PPL PPL Corporation Corp Common 0.0%
Value ($000) $32 Shares 1,165 Est. Cost $23.59 Unrealized +5.8%
VTIP Vanguard Short-Term Inflation-Protected ETF 0.0%
Value ($000) $32 Shares 660 Est. Cost $51.16 Unrealized
AZO Autozone Inc Common 0.0%
Value ($000) $32 Shares 10 Est. Cost $2550.38 Unrealized +12.1%
Western Asset Managed Muns Fd Inc Common 0.0%
Value ($000) $31 Shares 3,000 Est. Cost $14.00 Unrealized
SCHP Schwab US Tips ETF 0.0%
Value ($000) $31 Shares 600 Est. Cost $60.00 Unrealized
FBT First Tr Fund NYSE Arca Biotechnology Index Fd 0.0%
Value ($000) $31 Shares 200 Est. Cost $153.77 Unrealized
HPQ HP Inc Common 0.0%
Value ($000) $30 Shares 1,000 Est. Cost $24.56 Unrealized +11.2%
EVRG Evergy Inc 0.0%
Value ($000) $30 Shares 556 Est. Cost $43.35 Unrealized +8.7%
DGRO Ishares Core Dividend Growth ETF 0.0%
Value ($000) $29 Shares 505 Est. Cost $51.80 Unrealized
BNDX Vanguard Total International ETF 0.0%
Value ($000) $28 Shares 576 Est. Cost $48.11 Unrealized
WSBC Wesbanco Inc Common 0.0%
Value ($000) $28 Shares 936 Est. Cost $35.37 Unrealized -17.4%
HLT Hilton Worldwide Holdings Inc. 0.0%
Value ($000) $27 Shares 125 Est. Cost $170.35 Unrealized +14.9%
TSN Tyson Foods Inc Class A 0.0%
Value ($000) $26 Shares 450 Est. Cost $61.10 Unrealized -16.0%
BP BP P.L.C. 0.0%
Value ($000) $26 Shares 700 Est. Cost $35.29 Unrealized
EXC Exelon Corp 0.0%
Value ($000) $26 Shares 700 Est. Cost $30.01 Unrealized +10.7%
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF 0.0%
Value ($000) $26 Shares 545 Est. Cost $49.54 Unrealized
CVY Invesco Zacks Multi-asset Income ETF 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $23.76 Unrealized
QUBT Quantum Computing Inc 0.0%
Value ($000) $25 Shares 25,350 Est. Cost $0.90 Unrealized 0.0%
CEG Constellation Energy Corp Common 0.0%
Value ($000) $25 Shares 133 Est. Cost $79.03 Unrealized +77.6%
BUD Anheuser Busch Inbev Sa/nv Sponsored ADR 0.0%
Value ($000) $24 Shares 400 Est. Cost $44.63 Unrealized
PNW Pinnacle West Capital Corp Common 0.0%
Value ($000) $24 Shares 325 Est. Cost $67.20 Unrealized -3.0%
PFG Principal Finl Group Inc 0.0%
Value ($000) $24 Shares 280 Est. Cost $74.77 Unrealized 0.0%
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $23 Shares 215 Est. Cost $86.96 Unrealized +12.8%
HWM Howmet Aerospace Inc Common 0.0%
Value ($000) $23 Shares 333 Est. Cost $12.97 Unrealized +370.4%
VDC Vanguard Consumer Staples Index Fund ETF 0.0%
Value ($000) $22 Shares 110 Est. Cost $180.07 Unrealized
HII Huntington Ingalls Industries Inc Com 0.0%
Value ($000) $22 Shares 75 Est. Cost $264.00 Unrealized 0.0%
IYW iShrares U.S. Technology ETF 0.0%
Value ($000) $22 Shares 160 Est. Cost $134.38 Unrealized
GLW Corning Incorporated 0.0%
Value ($000) $21 Shares 648 Est. Cost $27.00 Unrealized +12.8%
IBB Ishares Biotechnology ETF 0.0%
Value ($000) $21 Shares 154 Est. Cost $128.64 Unrealized
BBY Best Buy Inc 0.0%
Value ($000) $21 Shares 250 Est. Cost $70.28 Unrealized -1.4%
BAX Baxter International Inc Com 0.0%
Value ($000) $20 Shares 475 Est. Cost $41.70 Unrealized -6.7%
EBAY Ebay Inc 0.0%
Value ($000) $20 Shares 380 Est. Cost $47.00 Unrealized -6.5%
MAS Masco Corp Common 0.0%
Value ($000) $20 Shares 252 Est. Cost $48.90 Unrealized +42.6%
WTRG Essential Utilities Inc Common 0.0%
Value ($000) $20 Shares 528 Est. Cost $36.26 Unrealized 0.0%
INTU Intuit Inc. 0.0%
Value ($000) $20 Shares 30 Est. Cost $520.33 Unrealized +21.3%
BR Broadridge Finl Solutions Inc Common 0.0%
Value ($000) $19 Shares 95 Est. Cost $82.33 Unrealized +137.5%
JNK SPDR Bloomberg High Yield Bond ETF 0.0%
Value ($000) $19 Shares 200 Est. Cost $106.60 Unrealized
ADM Archer Danels Midland 0.0%
Value ($000) $19 Shares 300 Est. Cost $32.34 Unrealized +69.5%
TIP Ishares Tips Bond ETF 0.0%
Value ($000) $19 Shares 175 Est. Cost $0.11 Unrealized
PCAR Paccar Inc 0.0%
Value ($000) $19 Shares 150 Est. Cost $48.44 Unrealized +108.1%
LYV Live Nation Entertainment Inc Corp 0.0%
Value ($000) $19 Shares 175 Est. Cost $82.63 Unrealized +14.4%
CCL Carnival Corporation 0.0%
Value ($000) $18 Shares 1,124 Est. Cost $20.84 Unrealized -21.9%
ROBT First Trust Nasdaq Al & Robotics ETF 0.0%
Value ($000) $18 Shares 404 Est. Cost $34.00 Unrealized
BKNG Booking Holdings Inc 0.0%
Value ($000) $18 Shares 5 Est. Cost $3508.24 Unrealized 0.0%
XHB Spdr Ser Tr S&p Homebuilders ETF 0.0%
Value ($000) $18 Shares 160 Est. Cost $56.25 Unrealized
SNA Snap-on Inc 0.0%
Value ($000) $18 Shares 60 Est. Cost $253.68 Unrealized +6.4%
LYB Lyondellbasell Industries N.V., London Shs 0.0%
Value ($000) $18 Shares 172 Est. Cost $80.49 Unrealized +4.5%
OTTR Otter Tail Corp Common 0.0%
Value ($000) $17 Shares 200 Est. Cost $43.72 Unrealized +88.9%
IDA Idacorp Inc 0.0%
Value ($000) $17 Shares 182 Est. Cost $93.46 Unrealized -2.0%
FSLR First Solar Inc Common 0.0%
Value ($000) $17 Shares 100 Est. Cost $54.92 Unrealized +179.9%
SHYD Vaneck Short High Yield Muni ETF 0.0%
Value ($000) $17 Shares 750 Est. Cost $24.00 Unrealized
HRL Hormel Foods Corp 0.0%
Value ($000) $17 Shares 475 Est. Cost $41.90 Unrealized -29.0%
AAXJ Ishares MSCI All Country Asia Ex Japan ETF 0.0%
Value ($000) $16 Shares 242 Est. Cost $67.75 Unrealized
BIIB Biogen Incorporated 0.0%
Value ($000) $16 Shares 75 Est. Cost $319.93 Unrealized -26.8%
NDAQ Nasdaq Inc Corp 0.0%
Value ($000) $16 Shares 250 Est. Cost $51.21 Unrealized +10.1%
FFBC First Financial Bancorp Corp 0.0%
Value ($000) $16 Shares 693 Est. Cost $21.85 Unrealized -5.3%
TXRH Texas Roadhouse Inc 0.0%
Value ($000) $15 Shares 100 Est. Cost $133.14 Unrealized 0.0%
CENX Century Aluminum Co 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $14.25 Unrealized -21.2%
CNC Centene Corp Del Common 0.0%
Value ($000) $15 Shares 196 Est. Cost $52.04 Unrealized +48.4%
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
Calamos Dynamic Convertible And Income Fund 0.0%
Value ($000) $15 Shares 682 Est. Cost $0.02 Unrealized
PGF Invesco Exchange-Traded Fd Tr Finl PFD ETF 0.0%
Value ($000) $14 Shares 950 Est. Cost $18.50 Unrealized
AES AES Corp 0.0%
Value ($000) $14 Shares 800 Est. Cost $15.22 Unrealized 0.0%
RCL Royal Caribbean Cruises Ltd Shs 0.0%
Value ($000) $14 Shares 100 Est. Cost $113.98 Unrealized +7.7%
Wolfspeed Inc 0.0%
Value ($000) $14 Shares 464 Est. Cost $31.86 Unrealized
GM General Motors 0.0%
Value ($000) $14 Shares 300 Est. Cost $50.92 Unrealized -25.4%
DGX Quest Diagnostics Inc 0.0%
Value ($000) $13 Shares 100 Est. Cost $126.28 Unrealized -0.8%
MAA Mid-America Apartment Com 0.0%
Value ($000) $13 Shares 100 Est. Cost $120.75 Unrealized 0.0%
CME CME Group Inc Common 0.0%
Value ($000) $13 Shares 60 Est. Cost $150.67 Unrealized +30.9%
FTV Fortive Corporation 0.0%
Value ($000) $13 Shares 150 Est. Cost $52.12 Unrealized +15.5%
IQV Iqvia Holdings Inc. 0.0%
Value ($000) $13 Shares 50 Est. Cost $207.63 Unrealized +12.4%
EQR Equity Residential Com Shs 0.0%
Value ($000) $13 Shares 200 Est. Cost $56.22 Unrealized 0.0%
VAW Vanguard Materials Index Fund ETF 0.0%
Value ($000) $12 Shares 60 Est. Cost $161.01 Unrealized
Hess Corp 0.0%
Value ($000) $12 Shares 79 Est. Cost $146.52 Unrealized
Danimer Scientific Inc Class A 0.0%
Value ($000) $12 Shares 10,582 Est. Cost $1.02 Unrealized
NXPI NXP Semiconductors Nv Corp 0.0%
Value ($000) $11 Shares 45 Est. Cost $180.04 Unrealized +23.9%
Walgreens Boots Alliance Inc 0.0%
Value ($000) $11 Shares 505 Est. Cost $42.17 Unrealized
ALGN Align Technology Inc 0.0%
Value ($000) $11 Shares 33 Est. Cost $237.06 Unrealized +23.8%
CTBI Community Trust Bancorp Inc Common 0.0%
Value ($000) $11 Shares 250 Est. Cost $25.28 Unrealized +49.5%
Benson Hill Inc 0.0%
Value ($000) $10 Shares 50,000 Est. Cost $0.19 Unrealized
VPU Vanguard Utilities ETF 0.0%
Value ($000) $10 Shares 70 Est. Cost $138.07 Unrealized
BUSE First Busey Corp Common New 0.0%
Value ($000) $10 Shares 400 Est. Cost $20.33 Unrealized +6.0%
BF/A Brown Forman Corp Class A 0.0%
Value ($000) $10 Shares 180 Est. Cost $54.49 Unrealized 0.0%
MTD Mettler-toledo International Inc. 0.0%
Value ($000) $9 Shares 7 Est. Cost $1235.86 Unrealized -0.2%
United States Steel Common 0.0%
Value ($000) $9 Shares 225 Est. Cost $22.22 Unrealized
KMX Carmax Inc 0.0%
Value ($000) $9 Shares 104 Est. Cost $67.22 Unrealized +12.5%
IUSV Ishares Core S&P US Value ETF 0.0%
Value ($000) $9 Shares 100 Est. Cost $78.26 Unrealized
MAR Marriott Intl Inc New Cl A 0.0%
Value ($000) $9 Shares 35 Est. Cost $168.95 Unrealized +40.7%
PSR Invesco Active US Real Estate Fund ETF 0.0%
Value ($000) $9 Shares 100 Est. Cost $80.00 Unrealized
AFL AFLAC Inc 0.0%
Value ($000) $9 Shares 100 Est. Cost $46.50 Unrealized +69.4%
IYR Ishares Tr Dow Jones Real ES 0.0%
Value ($000) $8 Shares 90 Est. Cost $78.95 Unrealized
IOO Ishares Trust S & P Global 100 Etf 0.0%
Value ($000) $8 Shares 90 Est. Cost $80.52 Unrealized
YUMC Yum China Holdings Inc 0.0%
Value ($000) $8 Shares 200 Est. Cost $39.47 Unrealized 0.0%
AMLP Alps ETF Tr 0.0%
Value ($000) $8 Shares 160 Est. Cost $19.23 Unrealized
SBAC SBA Communications Corp REIT 0.0%
Value ($000) $8 Shares 35 Est. Cost $221.83 Unrealized -3.5%
BHF Brighthouse Finl Inc Common 0.0%
Value ($000) $8 Shares 147 Est. Cost $57.39 Unrealized -13.5%
FICO Fair Isaac Corp 0.0%
Value ($000) $7 Shares 6 Est. Cost $749.78 Unrealized +66.8%
SNPS Synopsys, Inc Common 0.0%
Value ($000) $7 Shares 13 Est. Cost $402.78 Unrealized +36.6%
NDSN Nordson Corp. 0.0%
Value ($000) $7 Shares 27 Est. Cost $215.66 Unrealized +17.8%
NEM Newmont Mining Corp (New) 0.0%
Value ($000) $7 Shares 200 Est. Cost $40.82 Unrealized -18.8%
VMC Vulcan Materials Common 0.0%
Value ($000) $7 Shares 25 Est. Cost $172.91 Unrealized +40.6%
SNY Sanofi-Aventis 0.0%
Value ($000) $7 Shares 134 Est. Cost $49.73 Unrealized
HIW Highwoods Pptys Inc Common 0.0%
Value ($000) $6 Shares 248 Est. Cost $22.96 Unrealized
HAL Halliburton Co 0.0%
Value ($000) $6 Shares 162 Est. Cost $36.44 Unrealized -6.4%
SPG Simon Property Group INC Prop Grp REIT 0.0%
Value ($000) $6 Shares 40 Est. Cost $91.23 Unrealized +46.0%
BOH Bank of Hawaii Corp 0.0%
Value ($000) $6 Shares 100 Est. Cost $68.79 Unrealized -15.8%
CDNS Cadence Design Systems Inc Corp Common 0.0%
Value ($000) $6 Shares 20 Est. Cost $217.63 Unrealized +35.9%
BDX Becton Dickinson & Co 0.0%
Value ($000) $6 Shares 25 Est. Cost $217.21 Unrealized +6.2%
GWW Grainger W Inc Common 0.0%
Value ($000) $6 Shares 6 Est. Cost $452.39 Unrealized +102.8%
RVTY Perkinelmer Inc 0.0%
Value ($000) $6 Shares 55 Est. Cost $95.91 Unrealized +10.4%
HLN Haleon PLC 0.0%
Value ($000) $6 Shares 680 Est. Cost $8.20 Unrealized
STLA Stellantis N V F 0.0%
Value ($000) $6 Shares 200 Est. Cost $15.00 Unrealized
Marathon Oil Corp Com 0.0%
Value ($000) $6 Shares 200 Est. Cost $28.34 Unrealized
MSCI MSCI Inc. 0.0%
Value ($000) $6 Shares 10 Est. Cost $473.00 Unrealized +16.2%
CAH Cardinal Health Inc 0.0%
Value ($000) $6 Shares 50 Est. Cost $44.62 Unrealized +134.5%
FMC FMC Corp 0.0%
Value ($000) $5 Shares 80 Est. Cost $100.25 Unrealized -46.8%
Shockwave Medical Inc. 0.0%
Value ($000) $5 Shares 15 Est. Cost $220.68 Unrealized
CTAS Cintas Corp 0.0%
Value ($000) $5 Shares 7 Est. Cost $114.71 Unrealized +32.2%
NOC Northrop Grumman Corp Common 0.0%
Value ($000) $5 Shares 10 Est. Cost $439.29 Unrealized +1.5%
TPR Tapestry Inc Common 0.0%
Value ($000) $5 Shares 100 Est. Cost $26.16 Unrealized +57.1%
FIVE Five Below Inc. 0.0%
Value ($000) $5 Shares 25 Est. Cost $195.49 Unrealized -1.4%
AMX America Movil Sab DE ADR Cls B 0.0%
Value ($000) $4 Shares 234 Est. Cost $21.64 Unrealized
HAP Vaneck Natural Resources ETF 0.0%
Value ($000) $4 Shares 85 Est. Cost $33.66 Unrealized
ALK Alaska Air Group Inc Corp Common 0.0%
Value ($000) $4 Shares 100 Est. Cost $67.73 Unrealized -44.8%
FBIN Fortune Brands Home & Security, Inc 0.0%
Value ($000) $4 Shares 50 Est. Cost $76.74 Unrealized 0.0%
RDY Dr Reddy's Laboratories LTD ADR 0.0%
Value ($000) $4 Shares 55 Est. Cost $56.93 Unrealized
S Sentinelone Inc. 0.0%
Value ($000) $4 Shares 165 Est. Cost $19.37 Unrealized +34.9%
RBCAA Republic Bancorp Inc Class A 0.0%
Value ($000) $4 Shares 75 Est. Cost $50.34 Unrealized 0.0%
Ansys Inc 0.0%
Value ($000) $4 Shares 11 Est. Cost $330.27 Unrealized
COIN Coin UW Equity Common 0.0%
Value ($000) $3 Shares 13 Est. Cost $179.97 Unrealized 0.0%
SCHF Schwab Strategic Trust International Equity ETF 0.0%
Value ($000) $3 Shares 87 Est. Cost $35.66 Unrealized
IYZ Ishares Tr US Telecommunications ETF 0.0%
Value ($000) $3 Shares 150 Est. Cost $28.57 Unrealized
MCO Moody's Corp. 0.0%
Value ($000) $3 Shares 8 Est. Cost $310.36 Unrealized +22.4%
ENPH Enphase Energy Inc Corp Common 0.0%
Value ($000) $3 Shares 25 Est. Cost $204.40 Unrealized -42.9%
BSJO Invesco BulletShares 2024 Hi Yld Corp Bd ETF 0.0%
Value ($000) $3 Shares 131 Est. Cost $24.65 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
USHY Ishares Broad Usd High Yield Corp Bond ETF 0.0%
Value ($000) $3 Shares 79 Est. Cost $35.30 Unrealized
VTRS Viatris Inc 0.0%
Value ($000) $3 Shares 229 Est. Cost $11.33 Unrealized -2.6%
INVZ Innoviz Technologies Ltd Corp 0.0%
Value ($000) $3 Shares 2,000 Est. Cost $4.79 Unrealized -64.9%
EXR Extra Space Storage Inc REIT 0.0%
Value ($000) $2 Shares 17 Est. Cost $115.65 Unrealized +15.9%
KDP Keurig Dr Pepper Inc 0.0%
Value ($000) $2 Shares 80 Est. Cost $29.22 Unrealized -0.5%
SLYG Spdr DJ Wilshire Small Cap Gr ETF S&P 600 0.0%
Value ($000) $2 Shares 27 Est. Cost $76.96 Unrealized
TTWO Take-Two Interactive Software Inc 0.0%
Value ($000) $2 Shares 15 Est. Cost $149.20 Unrealized +4.1%
USFD US Foods Holding Corp. 0.0%
Value ($000) $2 Shares 41 Est. Cost $39.68 Unrealized +24.2%
IJR Ishares S&P Small Cap 600 Index Fund 0.0%
Value ($000) $2 Shares 20 Est. Cost $0.10 Unrealized
HOG Harley Davidson 0.0%
Value ($000) $2 Shares 50 Est. Cost $48.62 Unrealized -23.9%
MKC McCormick & Co Inc Common Non Vtg 0.0%
Value ($000) $2 Shares 23 Est. Cost $61.94 Unrealized +4.5%
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $2 Shares 9 Est. Cost $141.87 Unrealized
PNR Pentair PLC 0.0%
Value ($000) $2 Shares 20 Est. Cost $55.91 Unrealized +33.0%
HCA Health Corp America 0.0%
Value ($000) $2 Shares 5 Est. Cost $218.18 Unrealized +38.0%
MBC Masterbrand Inc 0.0%
Value ($000) $1 Shares 50 Est. Cost $15.85 Unrealized 0.0%
NVAX Novavax, Inc Common 0.0%
Value ($000) $1 Shares 142 Est. Cost $8.46 Unrealized -45.2%
SLVM Sylvamo Corp Common 0.0%
Value ($000) $0 Shares 6 Est. Cost $43.77 Unrealized +15.1%
IEI Ishares Barclays 3 7 Year Treasury Bond Fund ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $0.33 Unrealized
Berry Global Group Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $67.39 Unrealized
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 +9.6%