Independence Bank of Kentucky Diversified Active

CIK: 0001730479 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 25, 2024

Total Value ($000): $377,233 (100.0% shares, 0.0% debt)

Holdings (539)

SPY S&P 500 Tr UTS Unit 1 Ser 5.9%
Value ($000) $22,169 Shares 40,735 Est. Cost $396.69 Unrealized
AAPL Apple Incorporated 4.4%
Value ($000) $16,726 Shares 79,411 Est. Cost $107.41 Unrealized +72.4%
MSFT Microsoft Corp 3.9%
Value ($000) $14,883 Shares 33,299 Est. Cost $263.36 Unrealized +58.4%
GOOGL Alphabet Inc Class A 2.9%
Value ($000) $11,007 Shares 60,426 Est. Cost $114.61 Unrealized +46.0%
AMZN Amazon Com Inc 2.8%
Value ($000) $10,412 Shares 53,877 Est. Cost $131.80 Unrealized +39.4%
JPM JP Morgan Chase & Co 2.5%
Value ($000) $9,551 Shares 47,221 Est. Cost $119.39 Unrealized +58.4%
NVDA Nvidia Corp Common 1.9%
Value ($000) $7,019 Shares 56,815 Est. Cost $94.03 Unrealized +7.5%
PG Procter & Gamble Co 1.7%
Value ($000) $6,536 Shares 39,630 Est. Cost $104.61 Unrealized +50.3%
IWR Ishares Russell Midcap Index 1.7%
Value ($000) $6,411 Shares 79,072 Est. Cost $67.41 Unrealized
V Visa Inc 1.7%
Value ($000) $6,314 Shares 24,056 Est. Cost $178.97 Unrealized +51.3%
EFA Ishares Tr MSCI EAFE Index 1.6%
Value ($000) $6,171 Shares 78,778 Est. Cost $70.50 Unrealized
META Meta Platform, Inc. 1.6%
Value ($000) $6,037 Shares 11,973 Est. Cost $216.49 Unrealized +123.3%
CVX Chevron Corporation 1.5%
Value ($000) $5,545 Shares 35,448 Est. Cost $112.37 Unrealized +32.1%
IWM Russell 2000 Index Fund 1.3%
Value ($000) $4,929 Shares 24,293 Est. Cost $180.22 Unrealized
LLY Lilly Eli & Co 1.3%
Value ($000) $4,870 Shares 5,379 Est. Cost $283.16 Unrealized +179.3%
JNJ Johnson & Johnson 1.3%
Value ($000) $4,794 Shares 32,801 Est. Cost $125.25 Unrealized +12.9%
VOO Vanguard S&P 500 Index ETF 1.2%
Value ($000) $4,604 Shares 9,205 Est. Cost $352.90 Unrealized
XOM Exxon Mobil Corp 1.1%
Value ($000) $4,169 Shares 36,211 Est. Cost $63.46 Unrealized +73.5%
PEP Pepsico Inc 1.1%
Value ($000) $4,124 Shares 25,002 Est. Cost $126.76 Unrealized +28.1%
UNH United Health Group Inc 1.1%
Value ($000) $4,020 Shares 7,893 Est. Cost $430.86 Unrealized +9.8%
LOW Lowes Cos Inc 1.0%
Value ($000) $3,668 Shares 16,636 Est. Cost $109.31 Unrealized +102.5%
MRK Merck & Co Inc New Com 1.0%
Value ($000) $3,624 Shares 29,276 Est. Cost $89.17 Unrealized +36.5%
NEE Nextera Energy Inc 0.9%
Value ($000) $3,454 Shares 48,776 Est. Cost $60.06 Unrealized +12.6%
CRM Salesforce Common Inc 0.9%
Value ($000) $3,268 Shares 12,711 Est. Cost $166.32 Unrealized +59.2%
ABBV Abbvie Inc Com 0.8%
Value ($000) $2,834 Shares 16,521 Est. Cost $99.14 Unrealized +58.5%
SMH VanEck Semiconductor ETF 0.7%
Value ($000) $2,765 Shares 10,605 Est. Cost $222.63 Unrealized
EEM Ishares MSCI Emerging Mkts Index Fund 0.7%
Value ($000) $2,759 Shares 64,790 Est. Cost $47.15 Unrealized
ORCL Oracle Corp 0.7%
Value ($000) $2,487 Shares 17,612 Est. Cost $85.13 Unrealized +43.7%
KO Coca Cola Co 0.7%
Value ($000) $2,454 Shares 38,560 Est. Cost $39.34 Unrealized +49.7%
PANW Palo Alto Networks Inc Common 0.6%
Value ($000) $2,365 Shares 6,976 Est. Cost $77.00 Unrealized +94.2%
BRK/B Berkshire Hathaway Inc Del Cl B New 0.6%
Value ($000) $2,357 Shares 5,793 Est. Cost $354.80 Unrealized +15.2%
AVUV Avantis US Small Cap Value ETF 0.6%
Value ($000) $2,354 Shares 26,242 Est. Cost $89.09 Unrealized
UPS United Parcel Service 0.6%
Value ($000) $2,283 Shares 16,679 Est. Cost $110.33 Unrealized +17.8%
ABT Abbott Labs 0.6%
Value ($000) $2,242 Shares 21,573 Est. Cost $91.01 Unrealized +13.1%
USB US Bancorp Del 0.6%
Value ($000) $2,212 Shares 55,723 Est. Cost $38.19 Unrealized -1.1%
ICE Intercontinental Exchange Inc 0.6%
Value ($000) $2,186 Shares 15,966 Est. Cost $77.63 Unrealized +69.7%
ACN Accenture PLC 0.6%
Value ($000) $2,182 Shares 7,192 Est. Cost $272.43 Unrealized +9.9%
APD Air Products and Chemicals 0.6%
Value ($000) $2,157 Shares 8,358 Est. Cost $230.91 Unrealized +5.0%
AMD Advanced Micro Devices Inc Corp Common 0.6%
Value ($000) $2,084 Shares 12,850 Est. Cost $148.37 Unrealized +8.4%
AVGO Broadcom Inc 0.5%
Value ($000) $2,049 Shares 1,276 Est. Cost $55.58 Unrealized +147.7%
XLE Energy - SPDR Select Sector ETF 0.5%
Value ($000) $2,035 Shares 22,328 Est. Cost $46.98 Unrealized
GD General Dynamics Corp 0.5%
Value ($000) $2,029 Shares 6,992 Est. Cost $146.01 Unrealized +94.5%
HD Home Depot Inc 0.5%
Value ($000) $2,017 Shares 5,859 Est. Cost $252.42 Unrealized +29.8%
TJX TJX Companies Inc 0.5%
Value ($000) $1,982 Shares 17,998 Est. Cost $48.96 Unrealized +101.5%
MO Altria Group Inc 0.5%
Value ($000) $1,960 Shares 43,039 Est. Cost $31.95 Unrealized +22.4%
MA Mastercard Inc 0.5%
Value ($000) $1,940 Shares 4,398 Est. Cost $410.74 Unrealized +10.0%
GUNR Flexshares Morningstar Global Natural Res ETF 0.5%
Value ($000) $1,895 Shares 47,215 Est. Cost $35.75 Unrealized
IWV Ishares Tr Russell 3000 ETF 0.5%
Value ($000) $1,879 Shares 6,088 Est. Cost $194.86 Unrealized
WMT Wal Mart Inc 0.5%
Value ($000) $1,877 Shares 27,714 Est. Cost $49.18 Unrealized +26.0%
CHDN Churchill Downs Inc 0.5%
Value ($000) $1,857 Shares 13,304 Est. Cost $121.76 Unrealized +7.1%
DIS Disney (Walt) Company 0.5%
Value ($000) $1,814 Shares 18,267 Est. Cost $101.51 Unrealized +3.9%
PM Philip Morris Int Inc 0.5%
Value ($000) $1,779 Shares 17,559 Est. Cost $79.68 Unrealized +14.6%
IWF Ishares Tr Russell 1000 Growth 0.5%
Value ($000) $1,721 Shares 4,722 Est. Cost $225.02 Unrealized
HON Honeywell, Inc 0.5%
Value ($000) $1,707 Shares 7,995 Est. Cost $141.93 Unrealized +29.5%
PFE Pfizer Inc 0.4%
Value ($000) $1,678 Shares 59,974 Est. Cost $26.01 Unrealized -4.8%
GOOG Alphabet Inc Class C 0.4%
Value ($000) $1,634 Shares 8,911 Est. Cost $128.22 Unrealized +31.7%
WM Waste Management Inc New 0.4%
Value ($000) $1,625 Shares 7,617 Est. Cost $125.34 Unrealized +61.8%
VNQ Vanguard Real Estate ETF 0.4%
Value ($000) $1,615 Shares 19,286 Est. Cost $84.83 Unrealized
DHR Danaher Corp 0.4%
Value ($000) $1,599 Shares 6,401 Est. Cost $177.59 Unrealized +40.9%
AMT American Tower REIT 0.4%
Value ($000) $1,583 Shares 8,142 Est. Cost $171.62 Unrealized +2.7%
VZ Verizon Communications Inc Usd 1 0.4%
Value ($000) $1,527 Shares 37,017 Est. Cost $35.45 Unrealized +2.9%
EXPE Expedia Group Inc 0.4%
Value ($000) $1,523 Shares 12,092 Est. Cost $125.80 Unrealized -2.7%
TMUS T-mobile US Inc Common 0.4%
Value ($000) $1,521 Shares 8,631 Est. Cost $144.67 Unrealized +13.1%
TMO Thermo Fisher Scientific Inc 0.4%
Value ($000) $1,505 Shares 2,721 Est. Cost $467.53 Unrealized +21.9%
SBUX Starbucks Corporation 0.4%
Value ($000) $1,500 Shares 19,264 Est. Cost $76.54 Unrealized +2.0%
PFF Ishares Trust Pfd & Income Securities ETF 0.4%
Value ($000) $1,491 Shares 47,263 Est. Cost $29.82 Unrealized
VGLT Vanguard Gov't Long-Term Treasury ETF 0.4%
Value ($000) $1,453 Shares 25,185 Est. Cost $59.58 Unrealized
VCSH Vanguard Short-Term Corp Index Fund 0.4%
Value ($000) $1,427 Shares 18,466 Est. Cost $80.40 Unrealized
NSC Norfolk Southn Corp 0.4%
Value ($000) $1,427 Shares 6,645 Est. Cost $211.49 Unrealized +6.0%
IVV Ishares Tr Core S&P 500 ETF 0.4%
Value ($000) $1,415 Shares 2,585 Est. Cost $460.18 Unrealized
ITW Illinois Tool Works Inc 0.4%
Value ($000) $1,407 Shares 5,938 Est. Cost $161.92 Unrealized +46.3%
UNP Union Pacific Corporation 0.4%
Value ($000) $1,387 Shares 6,132 Est. Cost $194.24 Unrealized +16.1%
BLV Vanguard Long-term Bond Index Fund ETF 0.4%
Value ($000) $1,381 Shares 19,641 Est. Cost $66.62 Unrealized
ASML ASML Holding NV 0.4%
Value ($000) $1,360 Shares 1,330 Est. Cost $760.56 Unrealized
VCIT Vanguard Intermediate-Term Corp Bond Index Fund 0.4%
Value ($000) $1,348 Shares 16,866 Est. Cost $92.99 Unrealized
ADBE Adobe Systems Incorporated Delaware 0.4%
Value ($000) $1,334 Shares 2,402 Est. Cost $502.76 Unrealized -3.7%
TFC Truist Financial Corp Common 0.3%
Value ($000) $1,309 Shares 33,698 Est. Cost $40.24 Unrealized -13.2%
IEFA Ishares Tr Core MSCI EAFE ETF 0.3%
Value ($000) $1,287 Shares 17,716 Est. Cost $50.04 Unrealized
DON Wisdomtree US Midcap Dividend Fund ETF 0.3%
Value ($000) $1,282 Shares 27,405 Est. Cost $45.94 Unrealized
COST Costco Wholesale Corp Com 0.3%
Value ($000) $1,278 Shares 1,504 Est. Cost $550.39 Unrealized +40.6%
RTX Raytheon Technologies Corp Common 0.3%
Value ($000) $1,266 Shares 12,608 Est. Cost $83.73 Unrealized +19.6%
MDLZ Mondelez International Inc 0.3%
Value ($000) $1,262 Shares 19,292 Est. Cost $49.92 Unrealized +30.5%
TGT Target Corp 0.3%
Value ($000) $1,243 Shares 8,397 Est. Cost $125.21 Unrealized +18.1%
EFV Ishares MSCI EAFE Value Index Fund 0.3%
Value ($000) $1,230 Shares 23,197 Est. Cost $53.10 Unrealized
VB Vanguard Small Cap ETF 0.3%
Value ($000) $1,216 Shares 5,579 Est. Cost $173.01 Unrealized
VUG Vanguard Growth Vipers ETF 0.3%
Value ($000) $1,190 Shares 3,181 Est. Cost $298.40 Unrealized
LMT Lockheed Martin Corp 0.3%
Value ($000) $1,172 Shares 2,509 Est. Cost $352.41 Unrealized +25.3%
VCLT Vanguard Long-Term Corp Bond Index Fund 0.3%
Value ($000) $1,116 Shares 14,714 Est. Cost $95.35 Unrealized
DVY Ishares Dow Jones Select Divindex Fund 0.3%
Value ($000) $1,114 Shares 9,205 Est. Cost $89.86 Unrealized
BF/B Brown Forman Corp Class B 0.3%
Value ($000) $1,109 Shares 25,672 Est. Cost $50.78 Unrealized -11.4%
VYM Vanguard High Dividend Yield ETF 0.3%
Value ($000) $1,050 Shares 8,852 Est. Cost $97.97 Unrealized
Blackrock Inc 0.3%
Value ($000) $1,042 Shares 1,323 Est. Cost $703.73 Unrealized
SYK Stryker Corp 0.3%
Value ($000) $1,033 Shares 3,036 Est. Cost $254.13 Unrealized +31.2%
SLB Schlumberger LTD 0.3%
Value ($000) $995 Shares 21,094 Est. Cost $48.92 Unrealized -6.0%
ETN Eaton Corporation PLC 0.3%
Value ($000) $985 Shares 3,143 Est. Cost $190.52 Unrealized +66.5%
QQQ Invesco QQQ Tr Unit Ser 1 0.3%
Value ($000) $985 Shares 2,055 Est. Cost $336.64 Unrealized
MCD McDonalds Corp 0.3%
Value ($000) $983 Shares 3,856 Est. Cost $203.63 Unrealized +25.2%
SPGI S&P Global Inc Common 0.3%
Value ($000) $960 Shares 2,152 Est. Cost $271.22 Unrealized +56.2%
TXN Texas Instruments Inc 0.3%
Value ($000) $956 Shares 4,915 Est. Cost $156.50 Unrealized +12.6%
ATO ATMOS Energy Corp 0.2%
Value ($000) $918 Shares 7,873 Est. Cost $104.44 Unrealized +7.3%
BSCV Invesco BulletShares 2031 Corp Bd ETF 0.2%
Value ($000) $914 Shares 57,301 Est. Cost $13.65 Unrealized
BSCW Invesco BulletShares 2032 Corp Bd ETF 0.2%
Value ($000) $896 Shares 44,776 Est. Cost $19.83 Unrealized
CRWD Crowdstrike Holdings Inc Class A 0.2%
Value ($000) $885 Shares 2,309 Est. Cost $153.53 Unrealized +116.6%
WMB The Williams Co Inc 0.2%
Value ($000) $884 Shares 20,797 Est. Cost $32.68 Unrealized +15.4%
BSCR Invesco BulletShares 2027 Corp Bd ETF 0.2%
Value ($000) $883 Shares 45,921 Est. Cost $16.14 Unrealized
BSCT Invesco BulletShares 2029 Corp Bd ETF 0.2%
Value ($000) $880 Shares 48,442 Est. Cost $15.20 Unrealized
BSCU Invesco BulletShares 2030 Corp Bd ETF 0.2%
Value ($000) $873 Shares 53,662 Est. Cost $13.80 Unrealized
BSCS Invesco BulletShares 2028 Corp Bd ETF 0.2%
Value ($000) $869 Shares 43,537 Est. Cost $16.69 Unrealized
MUB Ishares Tr Natl Mun Bd ETF Fund 0.2%
Value ($000) $857 Shares 8,040 Est. Cost $110.05 Unrealized
NFLX Netflix Inc Common 0.2%
Value ($000) $842 Shares 1,248 Est. Cost $46.73 Unrealized +33.7%
BAC Bank of America Corporation 0.2%
Value ($000) $814 Shares 20,473 Est. Cost $27.32 Unrealized +34.8%
VO Vanguard Mid Cap ETF 0.2%
Value ($000) $810 Shares 3,344 Est. Cost $203.01 Unrealized
DE Deere & Company 0.2%
Value ($000) $802 Shares 2,146 Est. Cost $330.36 Unrealized +15.2%
SCHW Schwab Charles Corp New Common 0.2%
Value ($000) $801 Shares 10,875 Est. Cost $68.46 Unrealized +5.7%
GS Goldman Sachs Group Inc 0.2%
Value ($000) $788 Shares 1,742 Est. Cost $301.25 Unrealized +40.7%
VRTX Vertex Pharmaceuticals Inc 0.2%
Value ($000) $775 Shares 1,653 Est. Cost $420.39 Unrealized +3.2%
DES Wisdomtree US Smallcap Dividend Fund ETF 0.2%
Value ($000) $765 Shares 24,555 Est. Cost $31.86 Unrealized
SNOW Snowflake Inc. Class A 0.2%
Value ($000) $762 Shares 5,640 Est. Cost $167.90 Unrealized -12.0%
JEPI JP Morgan Premium Income ETF 0.2%
Value ($000) $753 Shares 13,290 Est. Cost $54.39 Unrealized
COP Conocophillips 0.2%
Value ($000) $740 Shares 6,470 Est. Cost $104.18 Unrealized +10.8%
PGX Invesco Exchange Traded PFD II 0.2%
Value ($000) $730 Shares 63,177 Est. Cost $12.13 Unrealized
CSX CSX Corp 0.2%
Value ($000) $726 Shares 21,690 Est. Cost $29.53 Unrealized +12.1%
DG Dollar General Corp 0.2%
Value ($000) $725 Shares 5,485 Est. Cost $160.98 Unrealized -16.4%
SYBT Stock Yards Bancorp Inc Corp Common 0.2%
Value ($000) $714 Shares 14,374 Est. Cost $45.23 Unrealized +3.1%
CSCO Cisco Systems Inc 0.2%
Value ($000) $709 Shares 14,932 Est. Cost $38.75 Unrealized +16.9%
SHW Sherwin-Williams Co 0.2%
Value ($000) $670 Shares 2,244 Est. Cost $269.58 Unrealized +13.2%
ULTA Ulta Salon Cosmetics & Fragrance Inc 0.2%
Value ($000) $663 Shares 1,718 Est. Cost $450.97 Unrealized -9.9%
IJJ Ishares Tr S&P Mid Cap 400 Value ETF 0.2%
Value ($000) $661 Shares 5,828 Est. Cost $110.02 Unrealized
VTI Vanguard Total Stock Market ETF 0.2%
Value ($000) $637 Shares 2,382 Est. Cost $79.80 Unrealized
UBER Uber Technologies Inc Corp Common 0.2%
Value ($000) $631 Shares 8,687 Est. Cost $69.50 Unrealized 0.0%
CPRT Copart Inc 0.2%
Value ($000) $629 Shares 11,609 Est. Cost $48.43 Unrealized +12.7%
STZ Constellation Brands Common 0.2%
Value ($000) $628 Shares 2,439 Est. Cost $236.25 Unrealized +5.1%
IWD Ishares Tr Russell 1000 Val 0.2%
Value ($000) $627 Shares 3,596 Est. Cost $150.66 Unrealized
SOXX iShares Semiconductor ETF 0.2%
Value ($000) $627 Shares 2,541 Est. Cost $279.48 Unrealized
IBM International Business Machs 0.2%
Value ($000) $615 Shares 3,558 Est. Cost $116.30 Unrealized +42.6%
ZBH Zimmer Biomet Holdings Inc 0.2%
Value ($000) $612 Shares 5,643 Est. Cost $115.97 Unrealized -0.0%
EFG Ishares MSCI EAFE Growth Index Fund 0.2%
Value ($000) $604 Shares 5,908 Est. Cost $93.36 Unrealized
IDU Ishares DJ US Utilities Sctr 0.2%
Value ($000) $599 Shares 6,819 Est. Cost $99.98 Unrealized
COKE Coca-Cola Consolidated Inc 0.2%
Value ($000) $597 Shares 550 Est. Cost $70.13 Unrealized +30.4%
BA Boeing Company 0.2%
Value ($000) $592 Shares 3,253 Est. Cost $215.07 Unrealized -17.1%
MMM 3M Company 0.2%
Value ($000) $591 Shares 5,780 Est. Cost $92.65 Unrealized +1.7%
DUK Duke Energy Corp New 0.2%
Value ($000) $589 Shares 5,877 Est. Cost $69.35 Unrealized +35.9%
VXUS Vanguard Total International Stock Index ETF 0.2%
Value ($000) $586 Shares 9,720 Est. Cost $53.42 Unrealized
LQD iShares iBoxx Invst Gr Corp Bd ETF 0.2%
Value ($000) $585 Shares 5,464 Est. Cost $136.35 Unrealized
BSCX Invesco Bulletshares 2033 Corp Bd ETF 0.2%
Value ($000) $584 Shares 28,315 Est. Cost $20.70 Unrealized
CATH S&P 500 Catholic Values ETF 0.2%
Value ($000) $579 Shares 8,850 Est. Cost $38.70 Unrealized
NVO Novo-nordisk A S ADR 0.1%
Value ($000) $560 Shares 3,925 Est. Cost $119.06 Unrealized
HUM Humana Inc 0.1%
Value ($000) $555 Shares 1,485 Est. Cost $413.51 Unrealized -20.2%
CVS CVS Health Corporation 0.1%
Value ($000) $555 Shares 9,390 Est. Cost $56.32 Unrealized +3.9%
BMY Bristol Myers Squibb Co 0.1%
Value ($000) $553 Shares 13,311 Est. Cost $45.33 Unrealized -9.5%
IWS IShares Russell Mid-cap Value ETF 0.1%
Value ($000) $541 Shares 4,479 Est. Cost $118.82 Unrealized
GNRC Generac Holdings Inc 0.1%
Value ($000) $537 Shares 4,060 Est. Cost $122.07 Unrealized +13.2%
CAT Caterpillar Inc 0.1%
Value ($000) $527 Shares 1,583 Est. Cost $275.14 Unrealized +23.1%
FANG Diamondback Energy Inc Common 0.1%
Value ($000) $515 Shares 2,575 Est. Cost $158.86 Unrealized +18.9%
ALL Allstate Corp 0.1%
Value ($000) $509 Shares 3,190 Est. Cost $112.63 Unrealized +43.4%
PAYX Paychex Inc 0.1%
Value ($000) $507 Shares 4,275 Est. Cost $75.37 Unrealized +54.3%
CB Chubb Limited, Zuerich 0.1%
Value ($000) $502 Shares 1,969 Est. Cost $160.86 Unrealized +57.1%
GE GE Aerospace Com New 0.1%
Value ($000) $500 Shares 3,148 Est. Cost $119.88 Unrealized +31.8%
LULU Lululemon Athletica Inc 0.1%
Value ($000) $498 Shares 1,666 Est. Cost $334.33 Unrealized 0.0%
ELV Elevance Health, Inc. 0.1%
Value ($000) $489 Shares 903 Est. Cost $405.68 Unrealized +26.6%
AMGN Amgen Inc 0.1%
Value ($000) $486 Shares 1,555 Est. Cost $198.90 Unrealized +40.4%
VLO Valero Energy Corp 0.1%
Value ($000) $475 Shares 3,033 Est. Cost $124.12 Unrealized +23.7%
CF CF Industries Holdings Inc Common 0.1%
Value ($000) $471 Shares 6,352 Est. Cost $75.56 Unrealized -1.2%
VEA Vanguard Tax-mgd Intl Fd Ftse Dev Mkts ETF 0.1%
Value ($000) $464 Shares 9,380 Est. Cost $45.42 Unrealized
QCOM Qualcomm Incorporated 0.1%
Value ($000) $449 Shares 2,253 Est. Cost $130.23 Unrealized +40.0%
BSCQ Invesco BulletShares 2026 Corp Bd ETF 0.1%
Value ($000) $446 Shares 23,272 Est. Cost $15.67 Unrealized
USMV Ishares Msci Usa Min Vol Factor ETF 0.1%
Value ($000) $441 Shares 5,252 Est. Cost $46.33 Unrealized
PNC PNC Financial Services Group 0.1%
Value ($000) $436 Shares 2,805 Est. Cost $116.49 Unrealized +25.8%
CIVI Civitas Resources Inc 0.1%
Value ($000) $436 Shares 6,315 Est. Cost $61.38 Unrealized +4.5%
RSP Invesco S&P 500 Equal Weight ETF 0.1%
Value ($000) $433 Shares 2,633 Est. Cost $158.24 Unrealized
TSLA Tesla Inc 0.1%
Value ($000) $429 Shares 2,167 Est. Cost $189.55 Unrealized -7.8%
GLD SPDR Gold Tr 0.1%
Value ($000) $428 Shares 1,989 Est. Cost $164.76 Unrealized
AWK American Water Works Co Inc 0.1%
Value ($000) $419 Shares 3,241 Est. Cost $121.78 Unrealized -0.0%
NET Cloudflare Inc Class A Common 0.1%
Value ($000) $418 Shares 5,045 Est. Cost $67.81 Unrealized +19.0%
CL Colgate Palmolive Co 0.1%
Value ($000) $409 Shares 4,210 Est. Cost $73.64 Unrealized +20.9%
F Ford Motor Co 0.1%
Value ($000) $405 Shares 32,300 Est. Cost $9.60 Unrealized +15.9%
NKE Nike Inc Cl B 0.1%
Value ($000) $405 Shares 5,368 Est. Cost $101.34 Unrealized -11.5%
Invesco BulletShares 2025 Corp Bd ETF 0.1%
Value ($000) $404 Shares 19,737 Est. Cost $16.19 Unrealized
SHEL Shell PLC Common 0.1%
Value ($000) $399 Shares 5,530 Est. Cost $51.46 Unrealized
DLTR Dollar Tree 0.1%
Value ($000) $397 Shares 3,719 Est. Cost $120.81 Unrealized -2.3%
PLD Prologis Inc Common 0.1%
Value ($000) $390 Shares 3,470 Est. Cost $107.17 Unrealized -2.5%
MS Morgan Stanley 0.1%
Value ($000) $387 Shares 3,985 Est. Cost $72.35 Unrealized +25.5%
NFRA Flexshares Global Broad Infrastracture Common 0.1%
Value ($000) $386 Shares 7,265 Est. Cost $56.39 Unrealized
ISRG Intuitive Surgical Inc Corp 0.1%
Value ($000) $376 Shares 845 Est. Cost $302.36 Unrealized +31.7%
QUAL Ishares Msci USA Quality Factor ETF 0.1%
Value ($000) $366 Shares 2,145 Est. Cost $110.45 Unrealized
SO Southern Company 0.1%
Value ($000) $360 Shares 4,640 Est. Cost $43.99 Unrealized +63.2%
BX Blackstone Inc Common 0.1%
Value ($000) $358 Shares 2,894 Est. Cost $111.09 Unrealized +6.1%
PPG PPG Industries Inc 0.1%
Value ($000) $347 Shares 2,760 Est. Cost $130.70 Unrealized -2.6%
IEMG Ishares Inc Core MSCI Emerging Mkts ETF 0.1%
Value ($000) $346 Shares 6,466 Est. Cost $52.57 Unrealized
Pinnacle Financial Partners 0.1%
Value ($000) $332 Shares 4,150 Est. Cost $85.50 Unrealized
EQIX Equinix Inc REIT 0.1%
Value ($000) $332 Shares 439 Est. Cost $727.32 Unrealized +0.7%
IJK Ishares Tr S&P Midcap 400 Growth ETF 0.1%
Value ($000) $331 Shares 3,760 Est. Cost $82.12 Unrealized
MGY Magnolia Oil & Gas Corp Class A Common 0.1%
Value ($000) $307 Shares 12,100 Est. Cost $21.64 Unrealized +17.9%
IYM Ishares Tr DJ Basic Material 0.1%
Value ($000) $301 Shares 2,150 Est. Cost $101.90 Unrealized
MU Micron Technology Inc Common 0.1%
Value ($000) $284 Shares 2,161 Est. Cost $107.52 Unrealized +16.4%
LIN Linde PLC Corp 0.1%
Value ($000) $275 Shares 626 Est. Cost $365.63 Unrealized +17.8%
ADP Automatic Data Processing 0.1%
Value ($000) $265 Shares 1,112 Est. Cost $185.26 Unrealized +27.7%
IYW iShrares U.S. Technology ETF 0.1%
Value ($000) $265 Shares 1,763 Est. Cost $149.04 Unrealized
FISV Fiserv, Inc Common 0.1%
Value ($000) $262 Shares 1,756 Est. Cost $112.01 Unrealized +35.1%
SCZ Ishares Tr MSCI EAFE Small Cap ETF 0.1%
Value ($000) $261 Shares 4,237 Est. Cost $66.13 Unrealized
VRT Vertiv Holdings Co Cl A 0.1%
Value ($000) $257 Shares 2,970 Est. Cost $78.08 Unrealized +16.3%
VGT Vanguard Information Technology ETF 0.1%
Value ($000) $257 Shares 445 Est. Cost $408.09 Unrealized
SYY Sysco Corp 0.1%
Value ($000) $253 Shares 3,548 Est. Cost $62.58 Unrealized +13.7%
IWN Ishares Russell 2000 Val Ind 0.1%
Value ($000) $251 Shares 1,650 Est. Cost $146.69 Unrealized
CARR Carrier Global Corp Common 0.1%
Value ($000) $251 Shares 3,981 Est. Cost $56.95 Unrealized +5.7%
INTC Intel Corporation 0.1%
Value ($000) $249 Shares 8,031 Est. Cost $37.23 Unrealized -12.7%
VIG Vanguard Div Appreciation ETF 0.1%
Value ($000) $249 Shares 1,362 Est. Cost $120.75 Unrealized
SDY SPDR S&P Dividend ETF 0.1%
Value ($000) $247 Shares 1,946 Est. Cost $125.14 Unrealized
CMCSA Comcast Corporation (New) 0.1%
Value ($000) $247 Shares 6,308 Est. Cost $40.09 Unrealized -7.4%
AXP American Express Company 0.1%
Value ($000) $241 Shares 1,040 Est. Cost $90.44 Unrealized +151.3%
AMP Amerprise Financial 0.1%
Value ($000) $237 Shares 555 Est. Cost $327.51 Unrealized +27.8%
GVI IShares Intermediate Government Bond ETF 0.1%
Value ($000) $236 Shares 2,273 Est. Cost $103.73 Unrealized
Lam Resh Corp Common 0.1%
Value ($000) $234 Shares 220 Est. Cost $806.24 Unrealized
YUM Yum Brands Inc Common 0.1%
Value ($000) $232 Shares 1,755 Est. Cost $123.32 Unrealized +8.1%
MPC Marathon Petroleum Corp 0.1%
Value ($000) $230 Shares 1,325 Est. Cost $112.23 Unrealized +60.0%
IP International Paper 0.1%
Value ($000) $229 Shares 5,305 Est. Cost $37.40 Unrealized +1.8%
FTNT Fortinet Inc. 0.1%
Value ($000) $222 Shares 3,680 Est. Cost $66.20 Unrealized -6.1%
KLAC Kla-tencor Corp Common 0.1%
Value ($000) $218 Shares 265 Est. Cost $398.01 Unrealized +83.0%
SPDW SPDR Portfolio World EX-US ETF 0.1%
Value ($000) $214 Shares 6,096 Est. Cost $34.37 Unrealized
Invesco BulletShares 2024 Corp Bd ETF 0.1%
Value ($000) $213 Shares 10,093 Est. Cost $13.69 Unrealized
NVS Novartis AG Spons ADR 0.1%
Value ($000) $212 Shares 1,996 Est. Cost $98.92 Unrealized
DD Dupont De Nemours Inc Corp Common 0.1%
Value ($000) $211 Shares 2,620 Est. Cost $28.78 Unrealized +9.7%
IWO Ishares Russell 2000 Growth ETF 0.1%
Value ($000) $208 Shares 791 Est. Cost $260.20 Unrealized
NOW Servicenow Inc Common 0.1%
Value ($000) $204 Shares 259 Est. Cost $139.85 Unrealized +4.9%
IWP iShares Russell Mid Cap Growth ETF 0.1%
Value ($000) $203 Shares 1,843 Est. Cost $122.79 Unrealized
XLRE Real Estate - Select Sector ETF 0.1%
Value ($000) $203 Shares 5,279 Est. Cost $12.81 Unrealized
FDX FedEx Corporation 0.1%
Value ($000) $201 Shares 670 Est. Cost $248.88 Unrealized +1.2%
EPD Enterprise Products Partners LP 0.1%
Value ($000) $201 Shares 6,925 Est. Cost $26.39 Unrealized
ONB Old National Bancorp 0.1%
Value ($000) $200 Shares 11,612 Est. Cost $17.21 Unrealized -3.5%
EOG EOG Resources Inc Common 0.1%
Value ($000) $200 Shares 1,585 Est. Cost $79.03 Unrealized +54.5%
TSM Taiwan Semicondutor Mfg 0.1%
Value ($000) $199 Shares 1,145 Est. Cost $78.66 Unrealized
REGN Regeneron Pharmaceuticals Inc 0.1%
Value ($000) $195 Shares 186 Est. Cost $631.77 Unrealized +52.6%
DVN Devon Energy Corporation New 0.1%
Value ($000) $193 Shares 4,070 Est. Cost $55.37 Unrealized -14.7%
CP Canadian Pacific Kansas City Ltd Corp 0.1%
Value ($000) $189 Shares 2,400 Est. Cost $78.94 Unrealized +1.9%
ADI Analog Devices Inc Corp Com 0.0%
Value ($000) $187 Shares 819 Est. Cost $181.29 Unrealized +14.5%
AGG Ishares Tr Core U S Aggregate Bd ETF 0.0%
Value ($000) $184 Shares 1,899 Est. Cost $110.14 Unrealized
MCHP Microchip Tech Inc 0.0%
Value ($000) $184 Shares 2,014 Est. Cost $66.67 Unrealized +31.1%
DLR Digital Rlty Tr Inc REIT 0.0%
Value ($000) $182 Shares 1,200 Est. Cost $131.86 Unrealized +3.4%
MSI Motorola Solutions Inc Common New 0.0%
Value ($000) $181 Shares 469 Est. Cost $200.10 Unrealized +77.2%
VBK Vanguard Small-Cap Growth ETF 0.0%
Value ($000) $181 Shares 723 Est. Cost $213.80 Unrealized
SPXL Direxion Daily S&P 500 Bull 3x Shares ETF 0.0%
Value ($000) $179 Shares 1,225 Est. Cost $27.33 Unrealized
XNTK Spdr NYSE Technology ETF 0.0%
Value ($000) $179 Shares 915 Est. Cost $118.39 Unrealized
MRSH Marsh & McLennan Cos Inc Common 0.0%
Value ($000) $177 Shares 841 Est. Cost $147.95 Unrealized +35.3%
SU Suncor Energy Inc New 0.0%
Value ($000) $176 Shares 4,625 Est. Cost $28.97 Unrealized +26.8%
SPSM SPDR Portfolio Small Cap ETF 0.0%
Value ($000) $176 Shares 4,233 Est. Cost $42.35 Unrealized
AEP American Electric Power Co 0.0%
Value ($000) $175 Shares 2,000 Est. Cost $57.32 Unrealized +44.1%
CM Canadian Imperial Bank Common 0.0%
Value ($000) $173 Shares 3,646 Est. Cost $47.47 Unrealized -3.5%
VEU Vanguard Ftse All World Ex US Index Fund ETF 0.0%
Value ($000) $172 Shares 2,939 Est. Cost $50.36 Unrealized
RBCAA Republic Bancorp Inc Class A 0.0%
Value ($000) $170 Shares 3,175 Est. Cost $50.91 Unrealized +0.0%
MET Metlife Inc 0.0%
Value ($000) $165 Shares 2,357 Est. Cost $40.23 Unrealized +69.4%
VOT Vanguard Mid-Cap Growth Index ETF 0.0%
Value ($000) $165 Shares 718 Est. Cost $194.21 Unrealized
CI Cigna Corp Common 0.0%
Value ($000) $164 Shares 496 Est. Cost $190.97 Unrealized +75.0%
HSY The Hershey Company 0.0%
Value ($000) $164 Shares 890 Est. Cost $147.54 Unrealized +24.6%
XLK Technology - SPDR Select Sector ETF 0.0%
Value ($000) $162 Shares 718 Est. Cost $208.27 Unrealized
KMB Kimberly-Clark Corp 0.0%
Value ($000) $162 Shares 1,173 Est. Cost $110.88 Unrealized +13.0%
ENB Enbridge Inc Common 0.0%
Value ($000) $162 Shares 4,546 Est. Cost $29.57 Unrealized +9.4%
HII Huntington Ingalls Industries Inc Com 0.0%
Value ($000) $159 Shares 645 Est. Cost $251.78 Unrealized -0.6%
TLT Ishares 20 Year Trsy Bond 0.0%
Value ($000) $156 Shares 1,700 Est. Cost $98.88 Unrealized
RSG Republic Services Inc 0.0%
Value ($000) $155 Shares 800 Est. Cost $141.11 Unrealized +31.2%
Unilever PLC ADR 0.0%
Value ($000) $153 Shares 2,785 Est. Cost $46.08 Unrealized
ITOT IShares Trust S&P 1500 Total US Stock Mkt ETF 0.0%
Value ($000) $153 Shares 1,286 Est. Cost $77.29 Unrealized
PSX Phillips 66 Com 0.0%
Value ($000) $151 Shares 1,071 Est. Cost $117.26 Unrealized +19.1%
JEPQ JPMorgan NASDAQ Equity Premium Income ETF 0.0%
Value ($000) $151 Shares 2,720 Est. Cost $53.23 Unrealized
EMR Emerson Electric Company 0.0%
Value ($000) $148 Shares 1,344 Est. Cost $68.85 Unrealized +56.1%
DEO Diageo PLC New Spons ADR 0.0%
Value ($000) $147 Shares 1,166 Est. Cost $155.81 Unrealized
COF Capital One Financial 0.0%
Value ($000) $142 Shares 1,029 Est. Cost $110.94 Unrealized +23.7%
PLTR Palantir Technologies Inc. Class A 0.0%
Value ($000) $142 Shares 5,600 Est. Cost $12.83 Unrealized +75.5%
Total Se 0.0%
Value ($000) $140 Shares 2,100 Est. Cost $17.78 Unrealized
SLF Sun Life Finl Inc Common 0.0%
Value ($000) $139 Shares 2,844 Est. Cost $39.86 Unrealized +27.3%
GSK GSK PLC New 0.0%
Value ($000) $139 Shares 3,607 Est. Cost $0.04 Unrealized
GIS General Mills 0.0%
Value ($000) $138 Shares 2,188 Est. Cost $47.80 Unrealized +34.8%
PZA Invesco National AMT-Free Municipal Bond ETF 0.0%
Value ($000) $137 Shares 5,800 Est. Cost $23.68 Unrealized
FCX Freeport-McMoran Inc 0.0%
Value ($000) $137 Shares 2,810 Est. Cost $35.61 Unrealized +38.5%
XLU Utilities - SPDR Select Sector ETF 0.0%
Value ($000) $136 Shares 1,997 Est. Cost $51.75 Unrealized
NRG NRG Energy Inc 0.0%
Value ($000) $134 Shares 1,718 Est. Cost $32.10 Unrealized +135.3%
SRE Sempra Energy 0.0%
Value ($000) $133 Shares 1,755 Est. Cost $67.29 Unrealized +4.0%
T AT&T Inc 0.0%
Value ($000) $133 Shares 6,943 Est. Cost $15.43 Unrealized +4.7%
DWM Wisdomtree International Equity Fund Eqy ETF 0.0%
Value ($000) $130 Shares 2,415 Est. Cost $49.57 Unrealized
MDT Medtronic PLC 0.0%
Value ($000) $129 Shares 1,638 Est. Cost $79.80 Unrealized -2.2%
PYPL Paypal Holdings Inc 0.0%
Value ($000) $128 Shares 2,210 Est. Cost $63.78 Unrealized -0.5%
GEHC GE Healthcare Technologies Inc 0.0%
Value ($000) $127 Shares 1,624 Est. Cost $81.22 Unrealized +0.2%
Discover Finl Svcs Common 0.0%
Value ($000) $124 Shares 950 Est. Cost $101.09 Unrealized
LHX L3harris Technologies Inc 0.0%
Value ($000) $124 Shares 551 Est. Cost $189.58 Unrealized +10.3%
ADSK Autodesk Inc 0.0%
Value ($000) $122 Shares 492 Est. Cost $229.92 Unrealized -2.3%
AMAT Applied Materials Inc 0.0%
Value ($000) $122 Shares 515 Est. Cost $118.34 Unrealized +78.7%
C Citigroup Inc Com New 0.0%
Value ($000) $121 Shares 1,913 Est. Cost $55.28 Unrealized +6.2%
VWO Vanguard Ftse Emerging Market ETF 0.0%
Value ($000) $121 Shares 2,757 Est. Cost $45.84 Unrealized
AZN Astrazeneca PLC ADR 0.0%
Value ($000) $118 Shares 1,515 Est. Cost $67.96 Unrealized
XLV Health Care - SPDR Select Sector ETF 0.0%
Value ($000) $118 Shares 809 Est. Cost $146.39 Unrealized
XLY Consumer Discretionary - SPDR Select Sector ETF 0.0%
Value ($000) $118 Shares 646 Est. Cost $179.08 Unrealized
XLB Materials - SPDR Select Sector ETF 0.0%
Value ($000) $116 Shares 1,319 Est. Cost $31.21 Unrealized
D Dominion Energy Inc 0.0%
Value ($000) $112 Shares 2,280 Est. Cost $51.07 Unrealized -7.8%
IJR Ishares S&P Small Cap 600 Index Fund 0.0%
Value ($000) $108 Shares 1,016 Est. Cost $104.56 Unrealized
XLP Consumer Staples - SPDR Select Sector ETF 0.0%
Value ($000) $107 Shares 1,396 Est. Cost $75.96 Unrealized
MNST Monster Beverage Corp 0.0%
Value ($000) $106 Shares 2,124 Est. Cost $46.61 Unrealized +13.7%
GTN Gray Television Inc 0.0%
Value ($000) $104 Shares 20,000 Est. Cost $7.45 Unrealized -21.4%
GABC German American Bancorp Inc Common 0.0%
Value ($000) $103 Shares 2,919 Est. Cost $30.07 Unrealized +2.8%
GEV GE Vernova Inc Com 0.0%
Value ($000) $103 Shares 598 Est. Cost $158.10 Unrealized 0.0%
ACWX Ishares Msci Acwi Ex US ETF 0.0%
Value ($000) $100 Shares 1,876 Est. Cost $53.13 Unrealized
LEN Lennar Corp Class A 0.0%
Value ($000) $100 Shares 664 Est. Cost $52.05 Unrealized +185.4%
SUB iShares National Muni Bond ETF 0.0%
Value ($000) $97 Shares 925 Est. Cost $104.55 Unrealized
IGM Ishares Expanded Tech Sector ETF 0.0%
Value ($000) $91 Shares 960 Est. Cost $99.94 Unrealized
WFC Wells Fargo & Co New 0.0%
Value ($000) $90 Shares 1,515 Est. Cost $44.89 Unrealized +26.7%
XLF Financials - SPDR Select Sector ETF 0.0%
Value ($000) $90 Shares 2,179 Est. Cost $35.04 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $89 Shares 2,450 Est. Cost $25.52 Unrealized +34.5%
NUE Nucor Corp 0.0%
Value ($000) $88 Shares 558 Est. Cost $57.55 Unrealized +193.6%
MLM Martin Marietta Materials Inc 0.0%
Value ($000) $88 Shares 162 Est. Cost $437.11 Unrealized +31.7%
GOVT Ishares US Treasury Bond ETF 0.0%
Value ($000) $87 Shares 3,854 Est. Cost $22.57 Unrealized
OTIS Otis Worldwide Corp Common 0.0%
Value ($000) $87 Shares 901 Est. Cost $72.79 Unrealized +28.7%
EXPD Expeditors Intl Wash Inc 0.0%
Value ($000) $86 Shares 689 Est. Cost $105.10 Unrealized +10.9%
JCI Johnson Controls International PLC Shs 0.0%
Value ($000) $85 Shares 1,282 Est. Cost $37.87 Unrealized +73.8%
DHS Wisdomtree US High Dividend Fund ETF 0.0%
Value ($000) $85 Shares 1,000 Est. Cost $86.66 Unrealized
IRM Iron Mountain Inc 0.0%
Value ($000) $81 Shares 905 Est. Cost $58.41 Unrealized +31.2%
SOLV Solventum Corp Com 0.0%
Value ($000) $81 Shares 1,531 Est. Cost $60.70 Unrealized 0.0%
EL Estee Lauder Cos Inc 0.0%
Value ($000) $81 Shares 760 Est. Cost $159.17 Unrealized -20.3%
DOW Dow Inc Corp Common 0.0%
Value ($000) $81 Shares 1,524 Est. Cost $39.36 Unrealized +30.1%
VLTO Veralto Corp 0.0%
Value ($000) $80 Shares 836 Est. Cost $73.75 Unrealized +28.7%
DELL Dell Technologies Inc Com 0.0%
Value ($000) $79 Shares 575 Est. Cost $90.57 Unrealized +44.2%
KVUE Kenvue Inc 0.0%
Value ($000) $79 Shares 4,325 Est. Cost $19.74 Unrealized -7.9%
AIVL Wisdomtree US Ai Enhanced Value Fund ETF 0.0%
Value ($000) $77 Shares 775 Est. Cost $101.78 Unrealized
WEC Wec Energy Group Inc 0.0%
Value ($000) $75 Shares 956 Est. Cost $62.76 Unrealized +22.4%
CNC Centene Corp Del Common 0.0%
Value ($000) $73 Shares 1,096 Est. Cost $69.04 Unrealized +5.4%
CCI Crown Castle Intl Corp Common 0.0%
Value ($000) $73 Shares 743 Est. Cost $127.62 Unrealized -29.7%
IIPR Innovative Industrial Properties Inc REIT 0.0%
Value ($000) $71 Shares 650 Est. Cost $86.16 Unrealized
LNG Cheniere Energy Inc Common New 0.0%
Value ($000) $70 Shares 400 Est. Cost $148.05 Unrealized +7.5%
XLC Communication Services - SPDR Select Sector ETF 0.0%
Value ($000) $70 Shares 815 Est. Cost $71.17 Unrealized
VMC Vulcan Materials Common 0.0%
Value ($000) $68 Shares 275 Est. Cost $247.82 Unrealized +3.0%
PRU Prudential Financial 0.0%
Value ($000) $68 Shares 577 Est. Cost $75.74 Unrealized +40.9%
BCE BCE Inc Common New 0.0%
Value ($000) $67 Shares 2,085 Est. Cost $39.44 Unrealized -26.3%
FE Firstenergy Corp 0.0%
Value ($000) $67 Shares 1,750 Est. Cost $35.18 Unrealized +3.2%
ROK Rockwell Automation Inc 0.0%
Value ($000) $66 Shares 240 Est. Cost $181.65 Unrealized +44.5%
ROP Roper Technologies Inc Corp 0.0%
Value ($000) $66 Shares 117 Est. Cost $524.47 Unrealized +1.7%
RF Regions Financial Corp COM 0.0%
Value ($000) $65 Shares 3,223 Est. Cost $11.67 Unrealized +54.7%
KHC Kraft Heinz Co 0.0%
Value ($000) $64 Shares 2,000 Est. Cost $32.54 Unrealized 0.0%
SLV Ishares Silver Tr 0.0%
Value ($000) $61 Shares 2,300 Est. Cost $15.23 Unrealized
IVW Ishares Trust S&P 500 Growth ETF 0.0%
Value ($000) $58 Shares 632 Est. Cost $103.82 Unrealized
TM Toyota Mtr Corp ADR 2 0.0%
Value ($000) $56 Shares 275 Est. Cost $133.69 Unrealized
MBB Ishares Barclays Mbs Bond Fund ETF 0.0%
Value ($000) $54 Shares 593 Est. Cost $91.81 Unrealized
PCH Potlatchdeltic Corp 0.0%
Value ($000) $51 Shares 1,300 Est. Cost $39.39 Unrealized
TD Toronto Dominion Bk Ont Common New 0.0%
Value ($000) $51 Shares 925 Est. Cost $59.96 Unrealized -5.6%
TRV Travelers Cos Inc 0.0%
Value ($000) $50 Shares 247 Est. Cost $166.66 Unrealized +25.3%
WPC W P Carey Inc Common 0.0%
Value ($000) $48 Shares 880 Est. Cost $67.56 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $48 Shares 575 Est. Cost $70.52 Unrealized +13.3%
VGK Vanguard Intl Equity Index Fund Ftse Europe ETF 0.0%
Value ($000) $48 Shares 720 Est. Cost $67.20 Unrealized
BP BP P.L.C. 0.0%
Value ($000) $47 Shares 1,300 Est. Cost $35.66 Unrealized
DRI Darden Restaurants 0.0%
Value ($000) $47 Shares 310 Est. Cost $100.48 Unrealized +44.1%
IJH Ishares Tr Core S&P Mid-Cap ETF 0.0%
Value ($000) $46 Shares 788 Est. Cost $79.90 Unrealized
XLI Industrials - SPDR Select Sector ETF 0.0%
Value ($000) $46 Shares 376 Est. Cost $119.72 Unrealized
IGSB Ishares Trust Corporate Bond ETF 0.0%
Value ($000) $44 Shares 864 Est. Cost $78.13 Unrealized
KMI Kinder Morgan Inc Del 0.0%
Value ($000) $44 Shares 2,198 Est. Cost $15.21 Unrealized +16.6%
ALB Albemarle Corp Common 0.0%
Value ($000) $43 Shares 455 Est. Cost $115.13 Unrealized 0.0%
WY Weyerhaeuser Common 0.0%
Value ($000) $43 Shares 1,501 Est. Cost $29.42 Unrealized +0.0%
VHT Vanguard Health Care ETF 0.0%
Value ($000) $43 Shares 160 Est. Cost $229.35 Unrealized
BALL Ball Corp 0.0%
Value ($000) $42 Shares 700 Est. Cost $59.19 Unrealized +10.5%
FSK FS KKR Capital Corp 0.0%
Value ($000) $41 Shares 2,084 Est. Cost $12.63 Unrealized +20.9%
ZTS Zoetis Inc Class A 0.0%
Value ($000) $41 Shares 234 Est. Cost $172.67 Unrealized -5.4%
CMI Cummins Inc 0.0%
Value ($000) $40 Shares 145 Est. Cost $134.86 Unrealized +104.8%
NOBL Proshares S&P 500 Dividend Aristocrats ETF 0.0%
Value ($000) $40 Shares 417 Est. Cost $87.68 Unrealized
IVE Ishares S&P 500 Value ETF 0.0%
Value ($000) $39 Shares 212 Est. Cost $118.94 Unrealized
IYF Ishares Trust DJ US Financial Financials ETF 0.0%
Value ($000) $37 Shares 395 Est. Cost $69.43 Unrealized
FCOM Fidelity MSCI Communication Services Index ETF 0.0%
Value ($000) $37 Shares 715 Est. Cost $46.21 Unrealized
VVV Valvoline Inc 0.0%
Value ($000) $37 Shares 863 Est. Cost $21.83 Unrealized +92.4%
LYB Lyondellbasell Industries N.V., London Shs 0.0%
Value ($000) $37 Shares 388 Est. Cost $84.01 Unrealized +3.3%
LOB Live Oak Bancshares, Inc. 0.0%
Value ($000) $37 Shares 1,050 Est. Cost $39.81 Unrealized -11.1%
GILD Gilead Sciences Inc 0.0%
Value ($000) $36 Shares 525 Est. Cost $59.88 Unrealized +5.4%
IJT Ishares Trust S&P Small Capital 600 Growth ETF 0.0%
Value ($000) $36 Shares 280 Est. Cost $146.43 Unrealized
ASH Ashland Global Hldgs 0.0%
Value ($000) $35 Shares 370 Est. Cost $62.25 Unrealized +49.6%
EME Emcor Group Inc Common 0.0%
Value ($000) $35 Shares 95 Est. Cost $267.38 Unrealized +37.5%
CMG Chipotle Mexican Grill Inc Common 0.0%
Value ($000) $34 Shares 550 Est. Cost $61.05 Unrealized +1.8%
USIG Ishares Broad Usd Investment Gr Corp Bond ETF 0.0%
Value ($000) $34 Shares 682 Est. Cost $50.21 Unrealized
EEMV Ishares Msci Emerging Markets Min Vol Factor ETF 0.0%
Value ($000) $34 Shares 590 Est. Cost $57.35 Unrealized
PH Parker Hannifin Corp Common 0.0%
Value ($000) $33 Shares 65 Est. Cost $150.46 Unrealized +250.7%
HYD Vaneck High Yield Muni ETF 0.0%
Value ($000) $33 Shares 635 Est. Cost $62.50 Unrealized
PPL PPL Corporation Corp Common 0.0%
Value ($000) $32 Shares 1,165 Est. Cost $23.59 Unrealized +12.6%
QABA First Tr Nasdaq ABA Cmnty Bk Index Fund 0.0%
Value ($000) $32 Shares 700 Est. Cost $52.86 Unrealized
SCHP Schwab US Tips ETF 0.0%
Value ($000) $31 Shares 600 Est. Cost $60.00 Unrealized
Western Asset Managed Muns Fd Inc Common 0.0%
Value ($000) $31 Shares 3,000 Est. Cost $14.00 Unrealized
IJS Ishares S&P Small Cap 600 Value Index ETF 0.0%
Value ($000) $31 Shares 318 Est. Cost $100.63 Unrealized
FBT First Tr Fund NYSE Arca Biotechnology Index Fd 0.0%
Value ($000) $31 Shares 200 Est. Cost $153.77 Unrealized
AZO Autozone Inc Common 0.0%
Value ($000) $30 Shares 10 Est. Cost $2550.38 Unrealized +14.8%
EVRG Evergy Inc 0.0%
Value ($000) $29 Shares 556 Est. Cost $43.35 Unrealized +14.8%
DGRO Ishares Core Dividend Growth ETF 0.0%
Value ($000) $29 Shares 505 Est. Cost $51.80 Unrealized
SLVM Sylvamo Corp Common 0.0%
Value ($000) $28 Shares 410 Est. Cost $62.21 Unrealized +0.4%
BNDX Vanguard Total International ETF 0.0%
Value ($000) $28 Shares 576 Est. Cost $48.11 Unrealized
HLT Hilton Worldwide Holdings Inc. 0.0%
Value ($000) $27 Shares 125 Est. Cost $170.35 Unrealized +20.1%
VIS Vanguard Industrials ETF 0.0%
Value ($000) $27 Shares 115 Est. Cost $174.45 Unrealized
ICLN Ishares Global Clean Energy ETF 0.0%
Value ($000) $27 Shares 2,025 Est. Cost $20.90 Unrealized
CEG Constellation Energy Corp Common 0.0%
Value ($000) $27 Shares 133 Est. Cost $79.03 Unrealized +155.6%
WSBC Wesbanco Inc Common 0.0%
Value ($000) $26 Shares 936 Est. Cost $35.37 Unrealized -21.8%
HWM Howmet Aerospace Inc Common 0.0%
Value ($000) $26 Shares 333 Est. Cost $12.97 Unrealized +481.4%
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF 0.0%
Value ($000) $26 Shares 545 Est. Cost $49.54 Unrealized
TSN Tyson Foods Inc Class A 0.0%
Value ($000) $26 Shares 450 Est. Cost $61.10 Unrealized -9.6%
GLW Corning Incorporated 0.0%
Value ($000) $25 Shares 648 Est. Cost $27.00 Unrealized +24.7%
TYL Tyler Technologies, Inc. 0.0%
Value ($000) $25 Shares 50 Est. Cost $460.76 Unrealized 0.0%
PNW Pinnacle West Capital Corp Common 0.0%
Value ($000) $25 Shares 325 Est. Cost $67.20 Unrealized +5.3%
Aptiv PLC Ordinary Shares 0.0%
Value ($000) $25 Shares 350 Est. Cost $70.42 Unrealized
EXC Exelon Corp 0.0%
Value ($000) $24 Shares 700 Est. Cost $30.01 Unrealized +15.8%
BUD Anheuser Busch Inbev Sa/nv Sponsored ADR 0.0%
Value ($000) $23 Shares 400 Est. Cost $44.63 Unrealized
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $23 Shares 215 Est. Cost $86.96 Unrealized +6.8%
FSLR First Solar Inc Common 0.0%
Value ($000) $23 Shares 100 Est. Cost $54.92 Unrealized +296.9%
BBY Best Buy Inc 0.0%
Value ($000) $21 Shares 250 Est. Cost $70.28 Unrealized +4.1%
CCL Carnival Corporation 0.0%
Value ($000) $21 Shares 1,124 Est. Cost $20.84 Unrealized -25.8%
TLH Ishares 10-20 Year Treasury Bond ETF 0.0%
Value ($000) $21 Shares 200 Est. Cost $102.70 Unrealized
EBAY Ebay Inc 0.0%
Value ($000) $20 Shares 380 Est. Cost $47.00 Unrealized +7.9%
BKNG Booking Holdings Inc 0.0%
Value ($000) $20 Shares 5 Est. Cost $3508.24 Unrealized +4.2%
INTU Intuit Inc. 0.0%
Value ($000) $20 Shares 30 Est. Cost $520.33 Unrealized +18.0%
VDC Vanguard Consumer Staples Index Fund ETF 0.0%
Value ($000) $19 Shares 95 Est. Cost $180.07 Unrealized
JNK SPDR Bloomberg High Yield Bond ETF 0.0%
Value ($000) $19 Shares 200 Est. Cost $106.60 Unrealized
BR Broadridge Finl Solutions Inc Common 0.0%
Value ($000) $19 Shares 95 Est. Cost $82.33 Unrealized +134.5%
TIP Ishares Tips Bond ETF 0.0%
Value ($000) $19 Shares 175 Est. Cost $0.11 Unrealized
ADM Archer Danels Midland 0.0%
Value ($000) $18 Shares 300 Est. Cost $32.34 Unrealized +78.5%
OTTR Otter Tail Corp Common 0.0%
Value ($000) $18 Shares 200 Est. Cost $43.72 Unrealized +91.2%
AAXJ Ishares MSCI All Country Asia Ex Japan ETF 0.0%
Value ($000) $17 Shares 242 Est. Cost $67.75 Unrealized
BIIB Biogen Incorporated 0.0%
Value ($000) $17 Shares 75 Est. Cost $319.93 Unrealized -32.1%
TXRH Texas Roadhouse Inc 0.0%
Value ($000) $17 Shares 100 Est. Cost $133.14 Unrealized +19.4%
IDA Idacorp Inc 0.0%
Value ($000) $17 Shares 182 Est. Cost $93.46 Unrealized +0.4%
MAS Masco Corp Common 0.0%
Value ($000) $17 Shares 252 Est. Cost $48.90 Unrealized +40.1%
LYV Live Nation Entertainment Inc Corp 0.0%
Value ($000) $16 Shares 175 Est. Cost $82.63 Unrealized +14.4%
XHB Spdr Ser Tr S&p Homebuilders ETF 0.0%
Value ($000) $16 Shares 160 Est. Cost $56.25 Unrealized
RCL Royal Caribbean Cruises Ltd Shs 0.0%
Value ($000) $16 Shares 100 Est. Cost $113.98 Unrealized +24.0%
SNA Snap-on Inc 0.0%
Value ($000) $16 Shares 60 Est. Cost $253.68 Unrealized +3.6%
PCAR Paccar Inc 0.0%
Value ($000) $15 Shares 150 Est. Cost $48.44 Unrealized +114.0%
FFBC First Financial Bancorp Corp 0.0%
Value ($000) $15 Shares 693 Est. Cost $21.85 Unrealized -5.1%
Calamos Dynamic Convertible And Income Fund 0.0%
Value ($000) $15 Shares 682 Est. Cost $0.02 Unrealized
IGHG Proshares Investment Grade Interest Rate Hedged ETF 0.0%
Value ($000) $15 Shares 200 Est. Cost $75.62 Unrealized
SNPS Synopsys, Inc Common 0.0%
Value ($000) $15 Shares 25 Est. Cost $480.87 Unrealized +17.6%
RGTI Rigetti Computing Inc 0.0%
Value ($000) $15 Shares 13,900 Est. Cost $1.16 Unrealized 0.0%
HRL Hormel Foods Corp 0.0%
Value ($000) $14 Shares 475 Est. Cost $41.90 Unrealized -24.5%
MAA Mid-America Apartment Com 0.0%
Value ($000) $14 Shares 100 Est. Cost $120.75 Unrealized +4.0%
AES AES Corp 0.0%
Value ($000) $14 Shares 800 Est. Cost $15.22 Unrealized +15.0%
PGF Invesco Exchange-Traded Fd Tr Finl PFD ETF 0.0%
Value ($000) $14 Shares 950 Est. Cost $18.50 Unrealized
GM General Motors 0.0%
Value ($000) $14 Shares 299 Est. Cost $50.92 Unrealized -12.8%
EQR Equity Residential Com Shs 0.0%
Value ($000) $14 Shares 200 Est. Cost $56.22 Unrealized +8.0%
DGX Quest Diagnostics Inc 0.0%
Value ($000) $14 Shares 100 Est. Cost $126.28 Unrealized +5.3%
BAX Baxter International Inc Com 0.0%
Value ($000) $13 Shares 400 Est. Cost $41.70 Unrealized -14.8%
DJT Trump Media & Technology Group 0.0%
Value ($000) $13 Shares 400 Est. Cost $42.00 Unrealized 0.0%
IBB Ishares Biotechnology ETF 0.0%
Value ($000) $13 Shares 95 Est. Cost $128.64 Unrealized
QUBT Quantum Computing Inc 0.0%
Value ($000) $13 Shares 25,350 Est. Cost $0.90 Unrealized -16.9%
ROBT First Trust Nasdaq Al & Robotics ETF 0.0%
Value ($000) $13 Shares 300 Est. Cost $34.00 Unrealized
VSS Vanguard FTSE All World Ex US Small Cap ETF 0.0%
Value ($000) $12 Shares 105 Est. Cost $109.49 Unrealized
WBD Warner Bros. Discovery Srs 0.0%
Value ($000) $12 Shares 1,639 Est. Cost $8.01 Unrealized 0.0%
NXPI NXP Semiconductors Nv Corp 0.0%
Value ($000) $12 Shares 45 Est. Cost $180.04 Unrealized +38.9%
NDAQ Nasdaq Inc Corp 0.0%
Value ($000) $12 Shares 200 Est. Cost $51.21 Unrealized +15.7%
WTRG Essential Utilities Inc Common 0.0%
Value ($000) $12 Shares 320 Est. Cost $36.26 Unrealized +2.3%
CME CME Group Inc Common 0.0%
Value ($000) $12 Shares 60 Est. Cost $150.67 Unrealized +29.4%
Hess Corp 0.0%
Value ($000) $12 Shares 79 Est. Cost $146.52 Unrealized
FTV Fortive Corporation 0.0%
Value ($000) $11 Shares 150 Est. Cost $52.12 Unrealized +10.6%
CTBI Community Trust Bancorp Inc Common 0.0%
Value ($000) $11 Shares 250 Est. Cost $25.28 Unrealized +56.0%
IQV Iqvia Holdings Inc. 0.0%
Value ($000) $11 Shares 50 Est. Cost $207.63 Unrealized +9.4%
Wolfspeed Inc 0.0%
Value ($000) $11 Shares 464 Est. Cost $31.86 Unrealized
MTD Mettler-toledo International Inc. 0.0%
Value ($000) $10 Shares 7 Est. Cost $1235.86 Unrealized +10.7%
BUSE First Busey Corp Common New 0.0%
Value ($000) $10 Shares 400 Est. Cost $20.33 Unrealized +4.4%
VAW Vanguard Materials Index Fund ETF 0.0%
Value ($000) $10 Shares 50 Est. Cost $161.01 Unrealized
FICO Fair Isaac Corp 0.0%
Value ($000) $9 Shares 6 Est. Cost $749.78 Unrealized +72.4%
AFL AFLAC Inc 0.0%
Value ($000) $9 Shares 100 Est. Cost $46.50 Unrealized +78.7%
IUSV Ishares Core S&P US Value ETF 0.0%
Value ($000) $9 Shares 100 Est. Cost $78.26 Unrealized
IOO Blackrock Institutional Trust Company N.A. Ishares Global 100 Etf 0.0%
Value ($000) $9 Shares 90 Est. Cost $80.52 Unrealized
PSR Invesco Active US Real Estate Fund ETF 0.0%
Value ($000) $9 Shares 100 Est. Cost $80.00 Unrealized
United States Steel Common 0.0%
Value ($000) $9 Shares 225 Est. Cost $22.22 Unrealized
MAR Marriott Intl Inc New Cl A 0.0%
Value ($000) $8 Shares 35 Est. Cost $168.95 Unrealized +39.8%
NEM Newmont Mining Corp (New) 0.0%
Value ($000) $8 Shares 200 Est. Cost $40.82 Unrealized -3.0%
SJM Smucker J M Common New 0.0%
Value ($000) $8 Shares 75 Est. Cost $106.16 Unrealized 0.0%
GBTC Grayscale Bitcoin TR BTC 0.0%
Value ($000) $8 Shares 150 Est. Cost $53.24 Unrealized
ALGN Align Technology Inc 0.0%
Value ($000) $8 Shares 33 Est. Cost $237.06 Unrealized +17.4%
BF/A Brown Forman Corp Class A 0.0%
Value ($000) $8 Shares 180 Est. Cost $54.49 Unrealized -16.2%
IYR Ishares Tr Dow Jones Real ES 0.0%
Value ($000) $8 Shares 90 Est. Cost $78.95 Unrealized
AMLP Alps ETF Tr 0.0%
Value ($000) $8 Shares 160 Est. Cost $19.23 Unrealized
KMX Carmax Inc 0.0%
Value ($000) $8 Shares 104 Est. Cost $67.22 Unrealized +7.2%
Benson Hill Inc 0.0%
Value ($000) $8 Shares 50,000 Est. Cost $0.19 Unrealized
VPU Vanguard Utilities ETF 0.0%
Value ($000) $7 Shares 50 Est. Cost $138.07 Unrealized
O Realty Income Corp Common 0.0%
Value ($000) $7 Shares 125 Est. Cost $48.62 Unrealized +0.0%
HIW Highwoods Pptys Inc Common 0.0%
Value ($000) $7 Shares 248 Est. Cost $22.96 Unrealized
Danimer Scientific Inc Class A 0.0%
Value ($000) $6 Shares 10,582 Est. Cost $1.02 Unrealized
BHF Brighthouse Finl Inc Common 0.0%
Value ($000) $6 Shares 147 Est. Cost $57.39 Unrealized -19.6%
NDSN Nordson Corp. 0.0%
Value ($000) $6 Shares 27 Est. Cost $215.66 Unrealized +14.3%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $6 Shares 200 Est. Cost $39.47 Unrealized -7.3%
CDNS Cadence Design Systems Inc Corp Common 0.0%
Value ($000) $6 Shares 20 Est. Cost $217.63 Unrealized +36.0%
SPG Simon Property Group INC Prop Grp REIT 0.0%
Value ($000) $6 Shares 40 Est. Cost $91.23 Unrealized +48.5%
BDX Becton Dickinson & Co 0.0%
Value ($000) $6 Shares 25 Est. Cost $217.21 Unrealized +4.9%
RVTY Perkinelmer Inc 0.0%
Value ($000) $6 Shares 55 Est. Cost $95.91 Unrealized +10.2%
Marathon Oil Corp Com 0.0%
Value ($000) $6 Shares 200 Est. Cost $28.34 Unrealized
BOH Bank of Hawaii Corp 0.0%
Value ($000) $6 Shares 100 Est. Cost $68.79 Unrealized -22.0%
HLN Haleon PLC 0.0%
Value ($000) $6 Shares 680 Est. Cost $8.20 Unrealized
HAL Halliburton Co 0.0%
Value ($000) $5 Shares 162 Est. Cost $36.44 Unrealized -3.1%
GWW Grainger W Inc Common 0.0%
Value ($000) $5 Shares 6 Est. Cost $452.39 Unrealized +105.1%
CAH Cardinal Health Inc 0.0%
Value ($000) $5 Shares 50 Est. Cost $44.62 Unrealized +122.4%
CTAS Cintas Corp 0.0%
Value ($000) $5 Shares 7 Est. Cost $114.71 Unrealized +46.9%
MSCI MSCI Inc. 0.0%
Value ($000) $5 Shares 10 Est. Cost $473.00 Unrealized +2.8%
FMC FMC Corp 0.0%
Value ($000) $5 Shares 80 Est. Cost $100.25 Unrealized -45.0%
NOC Northrop Grumman Corp Common 0.0%
Value ($000) $4 Shares 10 Est. Cost $439.29 Unrealized +1.1%
TPR Tapestry Inc Common 0.0%
Value ($000) $4 Shares 100 Est. Cost $26.16 Unrealized +54.1%
HAP Vaneck Natural Resources ETF 0.0%
Value ($000) $4 Shares 85 Est. Cost $33.66 Unrealized
RDY Dr Reddy's Laboratories LTD ADR 0.0%
Value ($000) $4 Shares 55 Est. Cost $56.93 Unrealized
ALK Alaska Air Group Inc Corp Common 0.0%
Value ($000) $4 Shares 100 Est. Cost $67.73 Unrealized -37.3%
SHY IShares Trust Lehman 1-3 Year Tsy Bond ETF 0.0%
Value ($000) $4 Shares 49 Est. Cost $81.65 Unrealized
AMX America Movil Sab DE ADR Cls B 0.0%
Value ($000) $4 Shares 234 Est. Cost $21.64 Unrealized
STLA Stellantis N V F 0.0%
Value ($000) $4 Shares 200 Est. Cost $15.00 Unrealized
Ansys Inc 0.0%
Value ($000) $4 Shares 11 Est. Cost $330.27 Unrealized
S Sentinelone Inc. 0.0%
Value ($000) $3 Shares 165 Est. Cost $19.37 Unrealized +5.9%
MCO Moody's Corp. 0.0%
Value ($000) $3 Shares 8 Est. Cost $310.36 Unrealized +26.6%
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
SNY Sanofi-Aventis 0.0%
Value ($000) $3 Shares 67 Est. Cost $49.73 Unrealized
FBIN Fortune Brands Home & Security, Inc 0.0%
Value ($000) $3 Shares 50 Est. Cost $76.74 Unrealized -8.9%
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
COIN Coin UW Equity Common 0.0%
Value ($000) $3 Shares 13 Est. Cost $179.97 Unrealized +27.9%
USHY Ishares Broad Usd High Yield Corp Bond ETF 0.0%
Value ($000) $3 Shares 79 Est. Cost $35.30 Unrealized
KDP Keurig Dr Pepper Inc 0.0%
Value ($000) $3 Shares 80 Est. Cost $29.22 Unrealized +8.0%
EXR Extra Space Storage Inc REIT 0.0%
Value ($000) $3 Shares 17 Est. Cost $115.65 Unrealized +17.1%
Churchill Cap Corp IV 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $2.61 Unrealized
ENPH Enphase Energy Inc Corp Common 0.0%
Value ($000) $2 Shares 25 Est. Cost $204.40 Unrealized -43.0%
VTRS Viatris Inc 0.0%
Value ($000) $2 Shares 229 Est. Cost $11.33 Unrealized -9.6%
TTWO Take-Two Interactive Software Inc 0.0%
Value ($000) $2 Shares 15 Est. Cost $149.20 Unrealized +1.7%
SLYG Spdr DJ Wilshire Small Cap Gr ETF S&P 600 0.0%
Value ($000) $2 Shares 27 Est. Cost $76.96 Unrealized
USFD US Foods Holding Corp. 0.0%
Value ($000) $2 Shares 41 Est. Cost $39.68 Unrealized +32.6%
SBAC SBA Communications Corp REIT 0.0%
Value ($000) $2 Shares 10 Est. Cost $221.83 Unrealized -13.7%
Livent Corp Arcadium Lithium Com 0.0%
Value ($000) $2 Shares 560 Est. Cost $3.36 Unrealized
INVZ Innoviz Technologies Ltd Corp 0.0%
Value ($000) $2 Shares 2,000 Est. Cost $4.79 Unrealized -76.6%
NVAX Novavax, Inc Common 0.0%
Value ($000) $2 Shares 142 Est. Cost $8.46 Unrealized +18.9%
SCHH Schwab Strategic Tr ETF 0.0%
Value ($000) $2 Shares 90 Est. Cost $20.78 Unrealized
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $2 Shares 9 Est. Cost $141.87 Unrealized
MKC McCormick & Co Inc Common Non Vtg 0.0%
Value ($000) $2 Shares 23 Est. Cost $61.94 Unrealized +12.5%
HCA Health Corp America 0.0%
Value ($000) $2 Shares 5 Est. Cost $218.18 Unrealized +47.0%
Lithium Americas Corp Argentina 0.0%
Value ($000) $2 Shares 500 Est. Cost $3.20 Unrealized
PNR Pentair PLC 0.0%
Value ($000) $2 Shares 20 Est. Cost $55.91 Unrealized +41.8%
UNG United States Natural Gas Fund LP 0.0%
Value ($000) $1 Shares 85 Est. Cost $17.44 Unrealized
NLOP Net Lease Office Properties 0.0%
Value ($000) $1 Shares 58 Est. Cost $24.62 Unrealized
LAC Lithium Americas Corp 0.0%
Value ($000) $1 Shares 500 Est. Cost $4.42 Unrealized 0.0%
Amplify Alternative Harvest ETF Harv 0.0%
Value ($000) $1 Shares 295 Est. Cost $3.32 Unrealized
TAN Invesco Solar ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $40.20 Unrealized
MBC Masterbrand Inc 0.0%
Value ($000) $1 Shares 50 Est. Cost $15.85 Unrealized +4.5%
IEI Ishares Barclays 3 7 Year Treasury Bond Fund ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $0.33 Unrealized
BYND Beyond Meat Inc Common 0.0%
Value ($000) $0 Shares 50 Est. Cost $7.10 Unrealized 0.0%
Berry Global Group Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $67.39 Unrealized
PLUG Plug Power Inc Corp Common 0.0%
Value ($000) $0 Shares 100 Est. Cost $2.86 Unrealized 0.0%
Calamos Strategic Total Return Fund 0.0%
Value ($000) $0 Shares 8 Est. Cost $0.01 Unrealized
Proshares Trust II 0.0%
Value ($000) $0 Shares 12 Est. Cost $10.83 Unrealized