Independence Bank of Kentucky Diversified Active

CIK: 0001730479 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 9, 2024

Total Value ($000): $465,140 (100.0% shares, 0.0% debt)

Holdings (586)

AAPL Apple Incorporated 5.0%
Value ($000) $23,360 Shares 100,257 Est. Cost $131.22 Unrealized +69.1%
SPY S&P 500 Tr UTS Unit 1 Ser 4.2%
Value ($000) $19,763 Shares 34,444 Est. Cost $396.69 Unrealized
MSFT Microsoft Corp 4.1%
Value ($000) $19,257 Shares 44,752 Est. Cost $304.24 Unrealized +39.1%
GOOGL Alphabet Inc Class A 2.8%
Value ($000) $13,033 Shares 78,583 Est. Cost $126.65 Unrealized +31.6%
AMZN Amazon Com Inc 2.8%
Value ($000) $12,956 Shares 69,533 Est. Cost $143.20 Unrealized +27.4%
JPM JP Morgan Chase & Co 2.3%
Value ($000) $10,826 Shares 51,342 Est. Cost $126.26 Unrealized +62.3%
NVDA Nvidia Corp Common 2.3%
Value ($000) $10,703 Shares 88,131 Est. Cost $102.58 Unrealized +15.1%
META Meta Platform, Inc. 2.1%
Value ($000) $9,580 Shares 16,735 Est. Cost $300.61 Unrealized +70.4%
IWR Ishares Russell Midcap Index 1.8%
Value ($000) $8,222 Shares 93,287 Est. Cost $70.57 Unrealized
PG Procter & Gamble Co 1.7%
Value ($000) $7,861 Shares 45,389 Est. Cost $112.17 Unrealized +46.4%
V Visa Inc 1.6%
Value ($000) $7,470 Shares 27,168 Est. Cost $189.13 Unrealized +41.5%
EFA Ishares Tr MSCI EAFE Index 1.4%
Value ($000) $6,546 Shares 78,270 Est. Cost $70.50 Unrealized
VOO Vanguard S&P 500 Index ETF 1.4%
Value ($000) $6,377 Shares 12,086 Est. Cost $394.56 Unrealized
UNH United Health Group Inc 1.3%
Value ($000) $6,194 Shares 10,594 Est. Cost $460.80 Unrealized +19.0%
LLY Lilly Eli & Co 1.3%
Value ($000) $6,123 Shares 6,911 Est. Cost $417.75 Unrealized +113.1%
IWM Russell 2000 Index Fund 1.3%
Value ($000) $6,057 Shares 27,422 Est. Cost $184.86 Unrealized
JNJ Johnson & Johnson 1.3%
Value ($000) $5,847 Shares 36,082 Est. Cost $127.74 Unrealized +19.5%
CVX Chevron Corporation 1.2%
Value ($000) $5,789 Shares 39,306 Est. Cost $115.08 Unrealized +21.6%
PEP Pepsico Inc 1.1%
Value ($000) $5,027 Shares 29,564 Est. Cost $132.34 Unrealized +23.1%
ORCL Oracle Corp 1.1%
Value ($000) $4,969 Shares 29,158 Est. Cost $108.07 Unrealized +32.4%
NEE Nextera Energy Inc 1.0%
Value ($000) $4,619 Shares 54,642 Est. Cost $61.65 Unrealized +21.4%
XOM Exxon Mobil Corp 0.9%
Value ($000) $4,208 Shares 35,896 Est. Cost $63.46 Unrealized +73.4%
LOW Lowes Cos Inc 0.9%
Value ($000) $4,149 Shares 15,320 Est. Cost $109.31 Unrealized +116.0%
AMD Advanced Micro Devices Inc Corp Common 0.9%
Value ($000) $4,050 Shares 24,686 Est. Cost $150.08 Unrealized +1.2%
HD Home Depot Inc 0.8%
Value ($000) $3,893 Shares 9,608 Est. Cost $291.52 Unrealized +21.0%
MRK Merck & Co Inc New Com 0.8%
Value ($000) $3,755 Shares 33,064 Est. Cost $91.90 Unrealized +22.9%
ABBV Abbvie Inc Com 0.8%
Value ($000) $3,640 Shares 18,430 Est. Cost $107.38 Unrealized +66.4%
CRM Salesforce Common Inc 0.8%
Value ($000) $3,491 Shares 12,753 Est. Cost $166.32 Unrealized +52.6%
BRK/B Berkshire Hathaway Inc Del Cl B New 0.7%
Value ($000) $3,242 Shares 7,043 Est. Cost $370.31 Unrealized +19.4%
WMT Wal Mart Inc 0.7%
Value ($000) $3,173 Shares 39,300 Est. Cost $56.05 Unrealized +29.3%
ABT Abbott Labs 0.7%
Value ($000) $3,130 Shares 27,454 Est. Cost $94.45 Unrealized +13.4%
DON Wisdomtree US Midcap Dividend Fund ETF 0.7%
Value ($000) $3,069 Shares 60,025 Est. Cost $48.76 Unrealized
KO Coca Cola Co 0.6%
Value ($000) $2,876 Shares 40,022 Est. Cost $40.30 Unrealized +62.9%
APD Air Products and Chemicals 0.6%
Value ($000) $2,762 Shares 9,277 Est. Cost $234.11 Unrealized +12.4%
UPS United Parcel Service 0.6%
Value ($000) $2,762 Shares 20,259 Est. Cost $112.13 Unrealized +7.5%
EEM Ishares MSCI Emerging Mkts Index Fund 0.6%
Value ($000) $2,750 Shares 59,965 Est. Cost $47.15 Unrealized
AVUV Avantis US Small Cap Value ETF 0.6%
Value ($000) $2,601 Shares 27,109 Est. Cost $89.31 Unrealized
USB US Bancorp Del 0.5%
Value ($000) $2,525 Shares 55,215 Est. Cost $38.19 Unrealized +7.7%
ACN Accenture PLC 0.5%
Value ($000) $2,483 Shares 7,024 Est. Cost $272.43 Unrealized +18.5%
PANW Palo Alto Networks Inc Common 0.5%
Value ($000) $2,422 Shares 7,085 Est. Cost $78.41 Unrealized +114.7%
MA Mastercard Inc 0.5%
Value ($000) $2,365 Shares 4,790 Est. Cost $414.91 Unrealized +11.3%
AVGO Broadcom Inc 0.5%
Value ($000) $2,362 Shares 13,690 Est. Cost $148.46 Unrealized +6.4%
ICE Intercontinental Exchange Inc 0.5%
Value ($000) $2,336 Shares 14,542 Est. Cost $77.63 Unrealized +95.4%
VRT Vertiv Holdings Co Cl A 0.5%
Value ($000) $2,300 Shares 23,120 Est. Cost $82.13 Unrealized +0.7%
Blackrock Inc 0.5%
Value ($000) $2,267 Shares 2,388 Est. Cost $813.34 Unrealized
TJX TJX Companies Inc 0.5%
Value ($000) $2,254 Shares 19,175 Est. Cost $52.88 Unrealized +113.2%
MO Altria Group Inc 0.5%
Value ($000) $2,246 Shares 44,010 Est. Cost $32.25 Unrealized +41.2%
MCD McDonalds Corp 0.5%
Value ($000) $2,229 Shares 7,321 Est. Cost $233.48 Unrealized +14.2%
PM Philip Morris Int Inc 0.5%
Value ($000) $2,113 Shares 17,407 Est. Cost $79.68 Unrealized +37.8%
QQQ Invesco QQQ Tr Unit Ser 1 0.5%
Value ($000) $2,093 Shares 4,289 Est. Cost $415.52 Unrealized
DIS Disney (Walt) Company 0.4%
Value ($000) $2,074 Shares 21,564 Est. Cost $99.84 Unrealized -9.3%
GD General Dynamics Corp 0.4%
Value ($000) $2,059 Shares 6,814 Est. Cost $146.01 Unrealized +96.2%
PFE Pfizer Inc 0.4%
Value ($000) $2,039 Shares 70,456 Est. Cost $26.11 Unrealized +2.2%
IWF Ishares Tr Russell 1000 Growth 0.4%
Value ($000) $2,038 Shares 5,428 Est. Cost $244.58 Unrealized
TMO Thermo Fisher Scientific Inc 0.4%
Value ($000) $1,956 Shares 3,162 Est. Cost $484.49 Unrealized +21.6%
CHDN Churchill Downs Inc 0.4%
Value ($000) $1,910 Shares 14,129 Est. Cost $122.68 Unrealized +12.0%
IWV Ishares Tr Russell 3000 ETF 0.4%
Value ($000) $1,906 Shares 5,833 Est. Cost $194.86 Unrealized
IVV Ishares Tr Core S&P 500 ETF 0.4%
Value ($000) $1,867 Shares 3,237 Est. Cost $483.68 Unrealized
XLE Energy - SPDR Select Sector ETF 0.4%
Value ($000) $1,866 Shares 21,250 Est. Cost $46.98 Unrealized
COST Costco Wholesale Corp Com 0.4%
Value ($000) $1,864 Shares 2,103 Est. Cost $639.12 Unrealized +34.9%
HON Honeywell, Inc 0.4%
Value ($000) $1,860 Shares 8,997 Est. Cost $147.10 Unrealized +28.0%
DHR Danaher Corp 0.4%
Value ($000) $1,856 Shares 6,676 Est. Cost $181.09 Unrealized +44.9%
LMT Lockheed Martin Corp 0.4%
Value ($000) $1,804 Shares 3,086 Est. Cost $383.06 Unrealized +34.8%
EXPE Expedia Group Inc 0.4%
Value ($000) $1,779 Shares 12,016 Est. Cost $125.80 Unrealized +4.5%
TMUS T-mobile US Inc Common 0.4%
Value ($000) $1,764 Shares 8,546 Est. Cost $144.67 Unrealized +29.5%
VNQ Vanguard Real Estate ETF 0.4%
Value ($000) $1,761 Shares 18,074 Est. Cost $84.83 Unrealized
UNP Union Pacific Corporation 0.4%
Value ($000) $1,758 Shares 7,131 Est. Cost $199.90 Unrealized +17.4%
GUNR Flexshares Morningstar Global Natural Res ETF 0.4%
Value ($000) $1,748 Shares 42,380 Est. Cost $35.75 Unrealized
RTX Raytheon Technologies Corp Common 0.4%
Value ($000) $1,741 Shares 14,368 Est. Cost $87.08 Unrealized +27.6%
WM Waste Management Inc New 0.4%
Value ($000) $1,728 Shares 8,323 Est. Cost $132.03 Unrealized +54.7%
PNC PNC Financial Services Group 0.4%
Value ($000) $1,712 Shares 9,260 Est. Cost $152.04 Unrealized +10.2%
ITW Illinois Tool Works Inc 0.4%
Value ($000) $1,648 Shares 6,288 Est. Cost $166.11 Unrealized +42.9%
AMT American Tower REIT 0.4%
Value ($000) $1,637 Shares 7,041 Est. Cost $171.62 Unrealized +22.8%
NSC Norfolk Southn Corp 0.3%
Value ($000) $1,610 Shares 6,479 Est. Cost $211.49 Unrealized +10.2%
ETN Eaton Corporation PLC 0.3%
Value ($000) $1,603 Shares 4,837 Est. Cost $229.30 Unrealized +31.4%
GOOG Alphabet Inc Class C 0.3%
Value ($000) $1,588 Shares 9,496 Est. Cost $130.68 Unrealized +28.7%
ASML ASML Holding NV 0.3%
Value ($000) $1,582 Shares 1,899 Est. Cost $782.34 Unrealized
SYK Stryker Corp 0.3%
Value ($000) $1,540 Shares 4,264 Est. Cost $279.00 Unrealized +22.0%
TFC Truist Financial Corp Common 0.3%
Value ($000) $1,525 Shares 35,650 Est. Cost $40.20 Unrealized -1.6%
MDLZ Mondelez International Inc 0.3%
Value ($000) $1,497 Shares 20,327 Est. Cost $50.80 Unrealized +32.3%
ADBE Adobe Systems Incorporated Delaware 0.3%
Value ($000) $1,490 Shares 2,877 Est. Cost $510.30 Unrealized +7.5%
SBUX Starbucks Corporation 0.3%
Value ($000) $1,481 Shares 15,196 Est. Cost $76.54 Unrealized +8.2%
TGT Target Corp 0.3%
Value ($000) $1,454 Shares 9,327 Est. Cost $126.79 Unrealized +11.2%
VZ Verizon Communications Inc Usd 1 0.3%
Value ($000) $1,451 Shares 32,317 Est. Cost $35.45 Unrealized +8.3%
SMH VanEck Semiconductor ETF 0.3%
Value ($000) $1,432 Shares 5,835 Est. Cost $222.63 Unrealized
IEFA Ishares Tr Core MSCI EAFE ETF 0.3%
Value ($000) $1,416 Shares 18,136 Est. Cost $50.69 Unrealized
IRM Iron Mountain Inc 0.3%
Value ($000) $1,403 Shares 11,810 Est. Cost $98.72 Unrealized +3.4%
VCSH Vanguard Short-Term Corp Index Fund 0.3%
Value ($000) $1,395 Shares 17,561 Est. Cost $80.40 Unrealized
BAC Bank of America Corporation 0.3%
Value ($000) $1,393 Shares 35,094 Est. Cost $32.09 Unrealized +20.8%
VGLT Vanguard Gov't Long-Term Treasury ETF 0.3%
Value ($000) $1,383 Shares 22,467 Est. Cost $59.58 Unrealized
PFF Ishares Trust Pfd & Income Securities ETF 0.3%
Value ($000) $1,373 Shares 41,313 Est. Cost $29.82 Unrealized
VCIT Vanguard Intermediate-Term Corp Bond Index Fund 0.3%
Value ($000) $1,369 Shares 16,348 Est. Cost $92.99 Unrealized
NVO Novo-nordisk A S ADR 0.3%
Value ($000) $1,368 Shares 11,490 Est. Cost $119.07 Unrealized
ATO Atmos Energy Corp 0.3%
Value ($000) $1,320 Shares 9,518 Est. Cost $107.90 Unrealized +15.3%
BF/B Brown Forman Corp Class B 0.3%
Value ($000) $1,283 Shares 26,072 Est. Cost $50.67 Unrealized -14.6%
MS Morgan Stanley 0.3%
Value ($000) $1,261 Shares 12,099 Est. Cost $88.82 Unrealized +9.1%
VB Vanguard Small Cap ETF 0.3%
Value ($000) $1,248 Shares 5,263 Est. Cost $173.01 Unrealized
IBM International Business Machs 0.3%
Value ($000) $1,223 Shares 5,530 Est. Cost $142.21 Unrealized +32.9%
VUG Vanguard Growth Vipers ETF 0.3%
Value ($000) $1,221 Shares 3,181 Est. Cost $298.40 Unrealized
DVY Ishares Dow Jones Select Divindex Fund 0.3%
Value ($000) $1,196 Shares 8,855 Est. Cost $89.86 Unrealized
CSCO Cisco Systems Inc 0.2%
Value ($000) $1,147 Shares 21,546 Est. Cost $41.22 Unrealized +13.5%
VYM Vanguard High Dividend Yield ETF 0.2%
Value ($000) $1,145 Shares 8,932 Est. Cost $97.97 Unrealized
WMB The Williams Co Inc 0.2%
Value ($000) $1,143 Shares 25,045 Est. Cost $34.22 Unrealized +22.0%
EFV Ishares MSCI EAFE Value Index Fund 0.2%
Value ($000) $1,134 Shares 19,716 Est. Cost $53.10 Unrealized
SPGI S&P Global Inc Common 0.2%
Value ($000) $1,115 Shares 2,158 Est. Cost $271.22 Unrealized +80.6%
SCHW Schwab Charles Corp New Common 0.2%
Value ($000) $1,065 Shares 16,430 Est. Cost $67.14 Unrealized -3.8%
TXN Texas Instruments Inc 0.2%
Value ($000) $1,047 Shares 5,070 Est. Cost $157.62 Unrealized +22.4%
MMM 3M Company 0.2%
Value ($000) $1,032 Shares 7,546 Est. Cost $98.85 Unrealized +20.5%
BLV Vanguard Long-term Bond Index Fund ETF 0.2%
Value ($000) $1,031 Shares 13,721 Est. Cost $66.62 Unrealized
USMV Ishares Msci Usa Min Vol Factor ETF 0.2%
Value ($000) $1,015 Shares 11,111 Est. Cost $70.05 Unrealized
SHW Sherwin-Williams Co 0.2%
Value ($000) $1,013 Shares 2,653 Est. Cost $281.19 Unrealized +22.7%
DES Wisdomtree US Smallcap Dividend Fund ETF 0.2%
Value ($000) $1,003 Shares 29,081 Est. Cost $32.27 Unrealized
BSCW Invesco BulletShares 2032 Corp Bd ETF 0.2%
Value ($000) $1,002 Shares 47,806 Est. Cost $19.90 Unrealized
BSCV Invesco BulletShares 2031 Corp Bd ETF 0.2%
Value ($000) $996 Shares 59,755 Est. Cost $13.77 Unrealized
GNRC Generac Holdings Inc 0.2%
Value ($000) $994 Shares 6,255 Est. Cost $131.29 Unrealized +13.0%
SYBT Stock Yards Bancorp Inc Corp Common 0.2%
Value ($000) $985 Shares 15,889 Est. Cost $46.42 Unrealized +24.3%
BSCS Invesco BulletShares 2028 Corp Bd ETF 0.2%
Value ($000) $979 Shares 47,618 Est. Cost $17.02 Unrealized
BSCU Invesco BulletShares 2030 Corp Bd ETF 0.2%
Value ($000) $968 Shares 57,122 Est. Cost $13.99 Unrealized
BSCT Invesco BulletShares 2029 Corp Bd ETF 0.2%
Value ($000) $965 Shares 51,280 Est. Cost $15.40 Unrealized
NFLX Netflix Inc Common 0.2%
Value ($000) $950 Shares 1,339 Est. Cost $48.10 Unrealized +39.0%
BSCR Invesco BulletShares 2027 Corp Bd ETF 0.2%
Value ($000) $944 Shares 47,874 Est. Cost $16.28 Unrealized
SLB Schlumberger LTD 0.2%
Value ($000) $923 Shares 22,010 Est. Cost $48.66 Unrealized -12.3%
MU Micron Technology Inc Common 0.2%
Value ($000) $876 Shares 8,451 Est. Cost $104.89 Unrealized -0.9%
STZ Constellation Brands Common 0.2%
Value ($000) $876 Shares 3,400 Est. Cost $237.37 Unrealized +1.2%
MUB Ishares Tr Natl Mun Bd ETF Fund 0.2%
Value ($000) $873 Shares 8,040 Est. Cost $110.05 Unrealized
CMI Cummins Inc 0.2%
Value ($000) $806 Shares 2,490 Est. Cost $279.07 Unrealized +3.2%
DE Deere & Company 0.2%
Value ($000) $794 Shares 1,903 Est. Cost $330.36 Unrealized +11.8%
JEPI JP Morgan Premium Income ETF 0.2%
Value ($000) $791 Shares 13,290 Est. Cost $54.39 Unrealized
Discover Finl Svcs Common 0.2%
Value ($000) $789 Shares 5,622 Est. Cost $133.67 Unrealized
VO Vanguard Mid Cap ETF 0.2%
Value ($000) $786 Shares 2,979 Est. Cost $203.01 Unrealized
CRWD Crowdstrike Holdings Inc Class A 0.2%
Value ($000) $779 Shares 2,779 Est. Cost $175.60 Unrealized +61.8%
XLI Industrials - SPDR Select Sector ETF 0.2%
Value ($000) $761 Shares 5,622 Est. Cost $134.39 Unrealized
SNOW Snowflake Inc. Class A 0.2%
Value ($000) $756 Shares 6,585 Est. Cost $161.45 Unrealized -23.8%
GS Goldman Sachs Group Inc 0.2%
Value ($000) $751 Shares 1,517 Est. Cost $301.25 Unrealized +57.7%
CSX CSX Corp 0.2%
Value ($000) $747 Shares 21,640 Est. Cost $29.53 Unrealized +12.5%
COKE Coca-Cola Consolidated Inc 0.2%
Value ($000) $724 Shares 550 Est. Cost $70.13 Unrealized +72.7%
SU Suncor Energy Inc New 0.2%
Value ($000) $723 Shares 19,596 Est. Cost $35.19 Unrealized +5.5%
IJJ Ishares Tr S&P Mid Cap 400 Value ETF 0.2%
Value ($000) $720 Shares 5,828 Est. Cost $110.02 Unrealized
COP Conocophillips 0.2%
Value ($000) $717 Shares 6,808 Est. Cost $104.22 Unrealized +0.8%
IDU Ishares DJ US Utilities Sctr 0.2%
Value ($000) $712 Shares 6,979 Est. Cost $100.03 Unrealized
PGX Invesco Exchange Traded PFD II 0.1%
Value ($000) $696 Shares 56,392 Est. Cost $12.13 Unrealized
CPRT Copart Inc 0.1%
Value ($000) $684 Shares 13,059 Est. Cost $48.82 Unrealized +6.4%
ELV Elevance Health, Inc. 0.1%
Value ($000) $678 Shares 1,303 Est. Cost $441.00 Unrealized +18.1%
VTI Vanguard Total Stock Market ETF 0.1%
Value ($000) $676 Shares 2,387 Est. Cost $79.80 Unrealized
IWD Ishares Tr Russell 1000 Val 0.1%
Value ($000) $674 Shares 3,550 Est. Cost $150.66 Unrealized
DUK Duke Energy Corp New 0.1%
Value ($000) $665 Shares 5,767 Est. Cost $69.35 Unrealized +52.7%
EQIX Equinix Inc REIT 0.1%
Value ($000) $661 Shares 745 Est. Cost $754.98 Unrealized +5.3%
BSCX Invesco Bulletshares 2033 Corp Bd ETF 0.1%
Value ($000) $657 Shares 30,458 Est. Cost $20.76 Unrealized
UBER Uber Technologies Inc Corp Common 0.1%
Value ($000) $657 Shares 8,735 Est. Cost $69.50 Unrealized +1.3%
CB Chubb Limited, Zuerich 0.1%
Value ($000) $644 Shares 2,232 Est. Cost $173.81 Unrealized +55.8%
FANG Diamondback Energy Inc Common 0.1%
Value ($000) $639 Shares 3,705 Est. Cost $166.87 Unrealized +10.9%
CAT Caterpillar Inc 0.1%
Value ($000) $633 Shares 1,618 Est. Cost $276.51 Unrealized +22.5%
Pinnacle Financial Partners 0.1%
Value ($000) $629 Shares 6,420 Est. Cost $89.91 Unrealized
CVS CVS Health Corporation 0.1%
Value ($000) $628 Shares 9,987 Est. Cost $56.26 Unrealized -1.9%
TSLA Tesla Inc 0.1%
Value ($000) $619 Shares 2,365 Est. Cost $192.78 Unrealized +18.3%
CATH S&P 500 Catholic Values ETF 0.1%
Value ($000) $614 Shares 8,850 Est. Cost $38.70 Unrealized
QCOM Qualcomm Incorporated 0.1%
Value ($000) $608 Shares 3,578 Est. Cost $145.39 Unrealized +17.7%
VXUS Vanguard Total International Stock Index ETF 0.1%
Value ($000) $593 Shares 9,152 Est. Cost $53.42 Unrealized
LQD iShares iBoxx Invst Gr Corp Bd ETF 0.1%
Value ($000) $585 Shares 5,179 Est. Cost $136.35 Unrealized
ALL Allstate Corp 0.1%
Value ($000) $583 Shares 3,075 Est. Cost $112.63 Unrealized +53.5%
ULTA Ulta Salon Cosmetics & Fragrance Inc 0.1%
Value ($000) $581 Shares 1,493 Est. Cost $450.97 Unrealized -16.8%
HUM Humana Inc 0.1%
Value ($000) $570 Shares 1,800 Est. Cost $402.20 Unrealized -13.3%
SOXX iShares Semiconductor ETF 0.1%
Value ($000) $569 Shares 2,466 Est. Cost $279.48 Unrealized
GE GE Aerospace Com New 0.1%
Value ($000) $568 Shares 3,010 Est. Cost $119.88 Unrealized +40.1%
PLD Prologis Inc Common 0.1%
Value ($000) $562 Shares 4,449 Est. Cost $109.57 Unrealized +7.7%
AWK American Water Works Co Inc 0.1%
Value ($000) $561 Shares 3,834 Est. Cost $124.17 Unrealized +10.5%
EFG Ishares MSCI EAFE Growth Index Fund 0.1%
Value ($000) $550 Shares 5,109 Est. Cost $93.36 Unrealized
LIN Linde PLC Corp 0.1%
Value ($000) $538 Shares 1,129 Est. Cost $402.30 Unrealized +11.3%
OEF Ishares S&P 100 Index Fund ETF 0.1%
Value ($000) $533 Shares 1,927 Est. Cost $276.76 Unrealized
F Ford Motor Co 0.1%
Value ($000) $529 Shares 50,065 Est. Cost $9.90 Unrealized +5.4%
RSP Invesco S&P 500 Equal Weight ETF 0.1%
Value ($000) $527 Shares 2,939 Est. Cost $160.41 Unrealized
C Citigroup Inc Com New 0.1%
Value ($000) $525 Shares 8,393 Est. Cost $58.47 Unrealized +1.6%
AMP Amerprise Financial 0.1%
Value ($000) $521 Shares 1,108 Est. Cost $376.94 Unrealized +13.2%
AMAT Applied Materials Inc 0.1%
Value ($000) $517 Shares 2,559 Est. Cost $185.45 Unrealized +9.1%
PAYX Paychex Inc 0.1%
Value ($000) $511 Shares 3,811 Est. Cost $75.37 Unrealized +61.7%
GLD SPDR Gold Tr 0.1%
Value ($000) $511 Shares 2,102 Est. Cost $168.97 Unrealized
BMY Bristol Myers Squibb Co 0.1%
Value ($000) $500 Shares 9,672 Est. Cost $45.33 Unrealized -3.7%
VEA Vanguard Tax-mgd Intl Fd Ftse Dev Mkts ETF 0.1%
Value ($000) $495 Shares 9,380 Est. Cost $45.42 Unrealized
BSCQ Invesco BulletShares 2026 Corp Bd ETF 0.1%
Value ($000) $472 Shares 24,132 Est. Cost $15.81 Unrealized
CL Colgate Palmolive Co 0.1%
Value ($000) $472 Shares 4,543 Est. Cost $75.50 Unrealized +31.0%
ZBH Zimmer Biomet Holdings Inc 0.1%
Value ($000) $470 Shares 4,354 Est. Cost $115.97 Unrealized -7.2%
VCLT Vanguard Long-Term Corp Bond Index Fund 0.1%
Value ($000) $459 Shares 5,654 Est. Cost $95.35 Unrealized
AMGN Amgen Inc 0.1%
Value ($000) $454 Shares 1,410 Est. Cost $198.90 Unrealized +57.4%
SYY Sysco Corp 0.1%
Value ($000) $446 Shares 5,718 Est. Cost $66.20 Unrealized +8.9%
VLO Valero Energy Corp 0.1%
Value ($000) $438 Shares 3,243 Est. Cost $125.11 Unrealized +11.4%
IWS IShares Russell Mid-cap Value ETF 0.1%
Value ($000) $429 Shares 3,244 Est. Cost $118.82 Unrealized
NET Cloudflare Inc Class A Common 0.1%
Value ($000) $417 Shares 5,160 Est. Cost $68.09 Unrealized +18.1%
FISV Fiserv, Inc Common 0.1%
Value ($000) $415 Shares 2,311 Est. Cost $124.73 Unrealized +32.2%
Invesco BulletShares 2025 Corp Bd ETF 0.1%
Value ($000) $414 Shares 20,068 Est. Cost $16.27 Unrealized
ISRG Intuitive Surgical Inc Corp 0.1%
Value ($000) $397 Shares 808 Est. Cost $302.36 Unrealized +54.0%
NFRA Flexshares Global Broad Infrastracture Common 0.1%
Value ($000) $393 Shares 6,615 Est. Cost $56.39 Unrealized
SHEL Shell PLC Common 0.1%
Value ($000) $393 Shares 5,955 Est. Cost $52.50 Unrealized
SO Southern Company 0.1%
Value ($000) $385 Shares 4,270 Est. Cost $43.99 Unrealized +85.6%
QUAL Ishares Msci USA Quality Factor ETF 0.1%
Value ($000) $385 Shares 2,145 Est. Cost $110.45 Unrealized
CTAS Cintas Corp 0.1%
Value ($000) $385 Shares 1,868 Est. Cost $190.59 Unrealized +0.1%
IEMG Ishares Inc Core MSCI Emerging Mkts ETF 0.1%
Value ($000) $382 Shares 6,660 Est. Cost $52.71 Unrealized
NOW Servicenow Inc Common 0.1%
Value ($000) $374 Shares 418 Est. Cost $149.19 Unrealized +10.2%
CF CF Industries Holdings Inc Common 0.1%
Value ($000) $374 Shares 4,354 Est. Cost $75.56 Unrealized -0.9%
DLTR Dollar Tree 0.1%
Value ($000) $368 Shares 5,230 Est. Cost $112.25 Unrealized -18.8%
VRTX Vertex Pharmaceuticals Inc 0.1%
Value ($000) $360 Shares 774 Est. Cost $420.39 Unrealized +14.3%
MCO Moody's Corp. 0.1%
Value ($000) $360 Shares 758 Est. Cost $457.14 Unrealized +0.3%
KR Kroger Company 0.1%
Value ($000) $359 Shares 6,257 Est. Cost $52.14 Unrealized 0.0%
INTC Intel Corporation 0.1%
Value ($000) $350 Shares 14,930 Est. Cost $31.53 Unrealized -21.1%
CM Canadian Imperial Bank Common 0.1%
Value ($000) $346 Shares 5,646 Est. Cost $49.03 Unrealized +5.8%
IJK Ishares Tr S&P Midcap 400 Growth ETF 0.1%
Value ($000) $346 Shares 3,760 Est. Cost $82.12 Unrealized
YUM Yum Brands Inc Common 0.1%
Value ($000) $344 Shares 2,461 Est. Cost $125.06 Unrealized +3.5%
NKE Nike Inc Cl B 0.1%
Value ($000) $341 Shares 3,859 Est. Cost $101.34 Unrealized -25.0%
NVS Novartis AG Spons ADR 0.1%
Value ($000) $339 Shares 2,944 Est. Cost $104.11 Unrealized
IYW iShrares U.S. Technology ETF 0.1%
Value ($000) $339 Shares 2,233 Est. Cost $149.58 Unrealized
CARR Carrier Global Corp Common 0.1%
Value ($000) $339 Shares 4,206 Est. Cost $57.57 Unrealized +19.0%
BX Blackstone Inc Common 0.1%
Value ($000) $338 Shares 2,209 Est. Cost $111.09 Unrealized +20.3%
IP International Paper 0.1%
Value ($000) $337 Shares 6,890 Est. Cost $38.96 Unrealized +13.4%
ADI Analog Devices Inc Corp Com 0.1%
Value ($000) $333 Shares 1,448 Est. Cost $198.16 Unrealized +11.1%
ADP Automatic Data Processing 0.1%
Value ($000) $319 Shares 1,154 Est. Cost $187.74 Unrealized +35.0%
XLY Consumer Discretionary - SPDR Select Sector ETF 0.1%
Value ($000) $319 Shares 1,590 Est. Cost $191.72 Unrealized
XLK Technology - SPDR Select Sector ETF 0.1%
Value ($000) $316 Shares 1,401 Est. Cost $216.80 Unrealized
MELI Mercadolibre Inc 0.1%
Value ($000) $314 Shares 153 Est. Cost $1882.53 Unrealized 0.0%
XLF Financials - SPDR Select Sector ETF 0.1%
Value ($000) $306 Shares 6,741 Est. Cost $42.00 Unrealized
COF Capital One Financial 0.1%
Value ($000) $302 Shares 2,014 Est. Cost $125.09 Unrealized +11.8%
FTNT Fortinet Inc. 0.1%
Value ($000) $301 Shares 3,875 Est. Cost $66.31 Unrealized +3.0%
LULU Lululemon Athletica Inc 0.1%
Value ($000) $300 Shares 1,106 Est. Cost $334.33 Unrealized -20.6%
DLR Digital Rlty Tr Inc REIT 0.1%
Value ($000) $297 Shares 1,834 Est. Cost $137.05 Unrealized +7.2%
PWR Quanta Services, Inc. 0.1%
Value ($000) $294 Shares 985 Est. Cost $263.91 Unrealized 0.0%
BRBR BellRing Brands, Inc. 0.1%
Value ($000) $291 Shares 4,800 Est. Cost $55.46 Unrealized 0.0%
OMC Omnicom Group Inc 0.1%
Value ($000) $289 Shares 2,795 Est. Cost $91.35 Unrealized 0.0%
SCZ Ishares Tr MSCI EAFE Small Cap ETF 0.1%
Value ($000) $287 Shares 4,237 Est. Cost $66.13 Unrealized
DD Dupont De Nemours Inc Corp Common 0.1%
Value ($000) $285 Shares 3,194 Est. Cost $29.53 Unrealized +11.7%
EOG EOG Resources Inc Common 0.1%
Value ($000) $284 Shares 2,310 Est. Cost $92.01 Unrealized +30.8%
IWP iShares Russell Mid Cap Growth ETF 0.1%
Value ($000) $278 Shares 2,368 Est. Cost $121.57 Unrealized
MGY Magnolia Oil & Gas Corp Class A Common 0.1%
Value ($000) $276 Shares 11,300 Est. Cost $21.64 Unrealized +16.4%
AXP American Express Company 0.1%
Value ($000) $275 Shares 1,015 Est. Cost $90.44 Unrealized +171.0%
IWN Ishares Russell 2000 Val Ind 0.1%
Value ($000) $271 Shares 1,624 Est. Cost $146.69 Unrealized
VIG Vanguard Div Appreciation ETF 0.1%
Value ($000) $270 Shares 1,362 Est. Cost $120.75 Unrealized
MPC Marathon Petroleum Corp 0.1%
Value ($000) $265 Shares 1,625 Est. Cost $121.78 Unrealized +34.6%
SDY SPDR S&P Dividend ETF 0.1%
Value ($000) $255 Shares 1,795 Est. Cost $125.14 Unrealized
BA Boeing Company 0.1%
Value ($000) $255 Shares 1,675 Est. Cost $215.07 Unrealized -20.3%
MLM Martin Marietta Materials Inc 0.1%
Value ($000) $251 Shares 466 Est. Cost $501.74 Unrealized +6.9%
CIVI Civitas Resources Inc 0.1%
Value ($000) $245 Shares 4,840 Est. Cost $61.38 Unrealized -8.5%
CMCSA Comcast Corporation (New) 0.1%
Value ($000) $233 Shares 5,578 Est. Cost $40.09 Unrealized -5.9%
SPDW SPDR Portfolio World EX-US ETF 0.0%
Value ($000) $229 Shares 6,096 Est. Cost $34.37 Unrealized
XLRE Real Estate - Select Sector ETF 0.0%
Value ($000) $225 Shares 5,029 Est. Cost $12.81 Unrealized
CP Canadian Pacific Kansas City Ltd Corp 0.0%
Value ($000) $225 Shares 2,625 Est. Cost $79.15 Unrealized +2.9%
MSI Motorola Solutions Inc Common New 0.0%
Value ($000) $211 Shares 469 Est. Cost $200.10 Unrealized +105.3%
Invesco BulletShares 2024 Corp Bd ETF 0.0%
Value ($000) $210 Shares 9,942 Est. Cost $13.69 Unrealized
ONB Old National Bancorp 0.0%
Value ($000) $209 Shares 11,206 Est. Cost $17.21 Unrealized +8.8%
IWO Ishares Russell 2000 Growth ETF 0.0%
Value ($000) $209 Shares 736 Est. Cost $260.20 Unrealized
VGT Vanguard Information Technology ETF 0.0%
Value ($000) $208 Shares 355 Est. Cost $408.09 Unrealized
AEP American Electric Power Co 0.0%
Value ($000) $208 Shares 2,025 Est. Cost $57.76 Unrealized +61.1%
PLTR Palantir Technologies Inc. Class A 0.0%
Value ($000) $206 Shares 5,550 Est. Cost $12.83 Unrealized +139.2%
PSX Phillips 66 Com 0.0%
Value ($000) $206 Shares 1,566 Est. Cost $120.78 Unrealized +6.3%
KLAC Kla-tencor Corp Common 0.0%
Value ($000) $205 Shares 265 Est. Cost $398.01 Unrealized +94.7%
EPD Enterprise Products Partners LP 0.0%
Value ($000) $202 Shares 6,925 Est. Cost $26.39 Unrealized
XLU Utilities - SPDR Select Sector ETF 0.0%
Value ($000) $200 Shares 2,473 Est. Cost $57.34 Unrealized
IYM Ishares Tr DJ Basic Material 0.0%
Value ($000) $198 Shares 1,320 Est. Cost $101.90 Unrealized
SPXL Direxion Daily S&P 500 Bull 3x Shares ETF 0.0%
Value ($000) $197 Shares 1,200 Est. Cost $27.33 Unrealized
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $196 Shares 186 Est. Cost $631.77 Unrealized +75.2%
STT State St Corp 0.0%
Value ($000) $195 Shares 2,200 Est. Cost $78.76 Unrealized 0.0%
MET Metlife Inc 0.0%
Value ($000) $194 Shares 2,357 Est. Cost $40.23 Unrealized +78.7%
DNP Select Income FD Inc 0.0%
Value ($000) $193 Shares 19,266 Est. Cost $10.04 Unrealized
SPSM SPDR Portfolio Small Cap ETF 0.0%
Value ($000) $193 Shares 4,233 Est. Cost $42.35 Unrealized
MRSH Marsh & McLennan Cos Inc Common 0.0%
Value ($000) $192 Shares 862 Est. Cost $149.63 Unrealized +45.0%
KMB Kimberly-Clark Corp 0.0%
Value ($000) $188 Shares 1,320 Est. Cost $113.48 Unrealized +18.3%
TSM Taiwan Semicondutor Mfg 0.0%
Value ($000) $187 Shares 1,076 Est. Cost $78.66 Unrealized
VEU Vanguard Ftse All World Ex US Index Fund ETF 0.0%
Value ($000) $185 Shares 2,939 Est. Cost $50.36 Unrealized
XNTK Spdr NYSE Technology ETF 0.0%
Value ($000) $181 Shares 915 Est. Cost $118.39 Unrealized
GEHC GE Healthcare Technologies Inc 0.0%
Value ($000) $179 Shares 1,904 Est. Cost $81.59 Unrealized +2.6%
PYPL Paypal Holdings Inc 0.0%
Value ($000) $175 Shares 2,245 Est. Cost $63.83 Unrealized +4.6%
Unilever PLC ADR 0.0%
Value ($000) $175 Shares 2,690 Est. Cost $46.08 Unrealized
FCX Freeport-McMoran Inc 0.0%
Value ($000) $173 Shares 3,460 Est. Cost $37.23 Unrealized +18.8%
IJR Ishares S&P Small Cap 600 Index Fund 0.0%
Value ($000) $172 Shares 1,474 Est. Cost $108.41 Unrealized
Lam Resh Corp Common 0.0%
Value ($000) $171 Shares 210 Est. Cost $806.24 Unrealized
EME Emcor Group Inc Common 0.0%
Value ($000) $170 Shares 395 Est. Cost $350.21 Unrealized +7.5%
FDX FedEx Corporation 0.0%
Value ($000) $170 Shares 620 Est. Cost $248.88 Unrealized +13.0%
VFH Vanguard Financials ETF 0.0%
Value ($000) $169 Shares 1,536 Est. Cost $109.91 Unrealized
ITOT IShares Trust S&P 1500 Total US Stock Mkt ETF 0.0%
Value ($000) $167 Shares 1,331 Est. Cost $78.93 Unrealized
DVN Devon Energy Corporation New 0.0%
Value ($000) $166 Shares 4,250 Est. Cost $54.81 Unrealized -23.1%
MDT Medtronic PLC 0.0%
Value ($000) $165 Shares 1,838 Est. Cost $79.91 Unrealized +1.1%
SLF Sun Life Finl Inc Common 0.0%
Value ($000) $165 Shares 2,844 Est. Cost $39.86 Unrealized +31.1%
IJH Ishares Tr Core S&P Mid-Cap ETF 0.0%
Value ($000) $165 Shares 2,640 Est. Cost $67.57 Unrealized
TTWO Take-Two Interactive Software Inc 0.0%
Value ($000) $161 Shares 1,050 Est. Cost $151.68 Unrealized +0.0%
HSY The Hershey Company 0.0%
Value ($000) $161 Shares 840 Est. Cost $147.54 Unrealized +26.1%
D Dominion Energy Inc 0.0%
Value ($000) $159 Shares 2,746 Est. Cost $51.09 Unrealized +0.1%
T AT&T Inc 0.0%
Value ($000) $158 Shares 7,198 Est. Cost $15.55 Unrealized +20.8%
NRG NRG Energy Inc 0.0%
Value ($000) $157 Shares 1,718 Est. Cost $32.10 Unrealized +143.0%
EMR Emerson Electric Company 0.0%
Value ($000) $154 Shares 1,410 Est. Cost $70.55 Unrealized +48.9%
CI Cigna Corp Common 0.0%
Value ($000) $154 Shares 445 Est. Cost $190.97 Unrealized +75.4%
XLV Health Care - SPDR Select Sector ETF 0.0%
Value ($000) $154 Shares 1,000 Est. Cost $147.85 Unrealized
ECL Ecolab Inc 0.0%
Value ($000) $153 Shares 600 Est. Cost $241.07 Unrealized 0.0%
PPG PPG Industries Inc 0.0%
Value ($000) $153 Shares 1,155 Est. Cost $130.70 Unrealized -6.7%
SPYG SPDR Portfolio S&P 500 Growth ETF 0.0%
Value ($000) $151 Shares 1,815 Est. Cost $82.94 Unrealized
JEPQ JPMorgan NASDAQ Equity Premium Income ETF 0.0%
Value ($000) $149 Shares 2,720 Est. Cost $53.23 Unrealized
XLP Consumer Staples - SPDR Select Sector ETF 0.0%
Value ($000) $149 Shares 1,799 Est. Cost $77.54 Unrealized
RPM RPM International Inc Common 0.0%
Value ($000) $145 Shares 1,200 Est. Cost $115.74 Unrealized 0.0%
Total Se 0.0%
Value ($000) $142 Shares 2,204 Est. Cost $19.99 Unrealized
LHX L3harris Technologies Inc 0.0%
Value ($000) $141 Shares 592 Est. Cost $192.01 Unrealized +17.0%
SHOP Shopify Inc 0.0%
Value ($000) $140 Shares 1,750 Est. Cost $69.07 Unrealized 0.0%
PZA Invesco National AMT-Free Municipal Bond ETF 0.0%
Value ($000) $140 Shares 5,800 Est. Cost $23.68 Unrealized
DWM Wisdomtree International Equity Fund Eqy ETF 0.0%
Value ($000) $139 Shares 2,415 Est. Cost $49.57 Unrealized
MCHP Microchip Tech Inc 0.0%
Value ($000) $138 Shares 1,714 Est. Cost $66.67 Unrealized +18.8%
ADSK Autodesk Inc 0.0%
Value ($000) $136 Shares 492 Est. Cost $229.92 Unrealized +9.5%
MDY Spdr State St Global Adv S&P Midcap 400 ETF 0.0%
Value ($000) $134 Shares 236 Est. Cost $569.66 Unrealized
GEV GE Vernova Inc Com 0.0%
Value ($000) $133 Shares 520 Est. Cost $158.10 Unrealized +21.2%
RSG Republic Services Inc 0.0%
Value ($000) $130 Shares 649 Est. Cost $141.11 Unrealized +40.3%
GIS General Mills 0.0%
Value ($000) $128 Shares 1,738 Est. Cost $47.80 Unrealized +37.3%
LNG Cheniere Energy Inc Common New 0.0%
Value ($000) $126 Shares 700 Est. Cost $161.68 Unrealized +11.2%
AZN Astrazeneca PLC ADR 0.0%
Value ($000) $125 Shares 1,606 Est. Cost $68.52 Unrealized
XLB Materials - SPDR Select Sector ETF 0.0%
Value ($000) $124 Shares 1,289 Est. Cost $31.21 Unrealized
AGG Ishares Tr Core U S Aggregate Bd ETF 0.0%
Value ($000) $124 Shares 1,226 Est. Cost $110.14 Unrealized
VBK Vanguard Small-Cap Growth ETF 0.0%
Value ($000) $124 Shares 463 Est. Cost $213.80 Unrealized
ZTS Zoetis Inc Class A 0.0%
Value ($000) $123 Shares 630 Est. Cost $178.11 Unrealized +1.8%
AFL AFLAC Inc 0.0%
Value ($000) $123 Shares 1,100 Est. Cost $94.00 Unrealized +5.1%
SOLV Solventum Corp Com 0.0%
Value ($000) $123 Shares 1,760 Est. Cost $60.63 Unrealized -0.8%
ENB Enbridge Inc Common 0.0%
Value ($000) $121 Shares 2,981 Est. Cost $29.57 Unrealized +20.1%
DRI Darden Restaurants 0.0%
Value ($000) $119 Shares 725 Est. Cost $126.25 Unrealized +15.2%
LEN Lennar Corp Class A 0.0%
Value ($000) $119 Shares 634 Est. Cost $52.05 Unrealized +215.6%
WEC Wec Energy Group Inc 0.0%
Value ($000) $116 Shares 1,206 Est. Cost $67.29 Unrealized +25.7%
TROW T Rowe Price Group Inc Com 0.0%
Value ($000) $114 Shares 1,050 Est. Cost $102.19 Unrealized 0.0%
MNST Monster Beverage Corp 0.0%
Value ($000) $111 Shares 2,124 Est. Cost $46.61 Unrealized +6.3%
RBCAA Republic Bancorp Inc Class A 0.0%
Value ($000) $109 Shares 1,675 Est. Cost $50.91 Unrealized +20.3%
GSK GSK PLC New 0.0%
Value ($000) $108 Shares 2,641 Est. Cost $0.04 Unrealized
ACWX Ishares Msci Acwi Ex US ETF 0.0%
Value ($000) $107 Shares 1,876 Est. Cost $53.13 Unrealized
GTN Gray Television Inc 0.0%
Value ($000) $107 Shares 20,000 Est. Cost $7.45 Unrealized -30.8%
EW Edwards Lifesciences Corp Common 0.0%
Value ($000) $105 Shares 1,590 Est. Cost $72.66 Unrealized 0.0%
XLC Communication Services - SPDR Select Sector ETF 0.0%
Value ($000) $104 Shares 1,149 Est. Cost $76.76 Unrealized
HII Huntington Ingalls Industries Inc Com 0.0%
Value ($000) $103 Shares 390 Est. Cost $251.78 Unrealized +1.7%
DEO Diageo PLC New Spons ADR 0.0%
Value ($000) $101 Shares 720 Est. Cost $155.81 Unrealized
VOT Vanguard Mid-Cap Growth Index ETF 0.0%
Value ($000) $99 Shares 408 Est. Cost $194.21 Unrealized
SUB iShares National Muni Bond ETF 0.0%
Value ($000) $98 Shares 925 Est. Cost $104.55 Unrealized
KMI Kinder Morgan Inc Del 0.0%
Value ($000) $98 Shares 4,414 Est. Cost $17.54 Unrealized +13.2%
SRE Sempra Energy 0.0%
Value ($000) $97 Shares 1,155 Est. Cost $67.29 Unrealized +13.5%
INTU Intuit Inc. 0.0%
Value ($000) $95 Shares 153 Est. Cost $610.89 Unrealized +3.6%
GOVT Ishares US Treasury Bond ETF 0.0%
Value ($000) $94 Shares 4,009 Est. Cost $22.60 Unrealized
DHS Wisdomtree US High Dividend Fund ETF 0.0%
Value ($000) $94 Shares 1,000 Est. Cost $86.66 Unrealized
OTIS Otis Worldwide Corp Common 0.0%
Value ($000) $94 Shares 901 Est. Cost $72.79 Unrealized +27.8%
CMG Chipotle Mexican Grill Inc Common 0.0%
Value ($000) $93 Shares 1,615 Est. Cost $57.29 Unrealized -3.4%
IGM Ishares Expanded Tech Sector ETF 0.0%
Value ($000) $92 Shares 960 Est. Cost $99.94 Unrealized
EXPD Expeditors Intl Wash Inc 0.0%
Value ($000) $91 Shares 689 Est. Cost $105.10 Unrealized +14.4%
WST West Pharmaceutical Services 0.0%
Value ($000) $90 Shares 300 Est. Cost $304.99 Unrealized 0.0%
IWB Ishares Russell 1000 Index 0.0%
Value ($000) $87 Shares 278 Est. Cost $314.39 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $87 Shares 2,038 Est. Cost $25.52 Unrealized +51.2%
FE Firstenergy Corp 0.0%
Value ($000) $87 Shares 1,960 Est. Cost $35.67 Unrealized +11.6%
AIVL Wisdomtree US Ai Enhanced Value Fund ETF 0.0%
Value ($000) $86 Shares 775 Est. Cost $101.78 Unrealized
IIPR Innovative Industrial Properties Inc REIT 0.0%
Value ($000) $86 Shares 640 Est. Cost $86.16 Unrealized
MRVL Marvell Technology Inc Common 0.0%
Value ($000) $83 Shares 1,150 Est. Cost $68.74 Unrealized 0.0%
RF Regions Financial Corp COM 0.0%
Value ($000) $79 Shares 3,369 Est. Cost $12.06 Unrealized +70.9%
BDX Becton Dickinson & Co 0.0%
Value ($000) $78 Shares 325 Est. Cost $226.83 Unrealized +0.4%
PRU Prudential Financial 0.0%
Value ($000) $78 Shares 644 Est. Cost $79.37 Unrealized +39.3%
EXC Exelon Corp 0.0%
Value ($000) $77 Shares 1,900 Est. Cost $33.64 Unrealized +6.3%
WY Weyerhaeuser Common 0.0%
Value ($000) $77 Shares 2,275 Est. Cost $29.42 Unrealized +0.0%
CCI Crown Castle Intl Corp Common 0.0%
Value ($000) $77 Shares 645 Est. Cost $127.62 Unrealized -20.1%
BNS Bank of Nova Scotia 0.0%
Value ($000) $76 Shares 1,394 Est. Cost $45.71 Unrealized 0.0%
GABC German American Bancorp Inc Common 0.0%
Value ($000) $74 Shares 1,919 Est. Cost $30.07 Unrealized +22.1%
BCE BCE Inc Common New 0.0%
Value ($000) $73 Shares 2,085 Est. Cost $39.44 Unrealized -22.9%
VMC Vulcan Materials Common 0.0%
Value ($000) $69 Shares 275 Est. Cost $247.82 Unrealized -0.8%
JCI Johnson Controls International PLC Shs 0.0%
Value ($000) $68 Shares 870 Est. Cost $37.87 Unrealized +82.1%
TRV Travelers Cos Inc 0.0%
Value ($000) $67 Shares 288 Est. Cost $173.59 Unrealized +24.0%
SLV Ishares Silver Tr 0.0%
Value ($000) $65 Shares 2,300 Est. Cost $15.23 Unrealized
DELL Dell Technologies Inc Com 0.0%
Value ($000) $65 Shares 550 Est. Cost $90.57 Unrealized +25.7%
ROK Rockwell Automation Inc 0.0%
Value ($000) $64 Shares 240 Est. Cost $181.65 Unrealized +42.8%
DOW Dow Inc Corp Common 0.0%
Value ($000) $64 Shares 1,177 Est. Cost $39.36 Unrealized +21.8%
TXRH Texas Roadhouse Inc 0.0%
Value ($000) $63 Shares 355 Est. Cost $156.16 Unrealized +5.8%
VGK Vanguard Intl Equity Index Fund Ftse Europe ETF 0.0%
Value ($000) $61 Shares 852 Est. Cost $67.81 Unrealized
DG Dollar General Corp 0.0%
Value ($000) $60 Shares 705 Est. Cost $160.98 Unrealized -34.1%
VLTO Veralto Corp 0.0%
Value ($000) $58 Shares 519 Est. Cost $73.75 Unrealized +42.4%
WFC Wells Fargo & Co New 0.0%
Value ($000) $58 Shares 1,020 Est. Cost $44.89 Unrealized +22.2%
MBB Ishares Barclays Mbs Bond Fund ETF 0.0%
Value ($000) $57 Shares 593 Est. Cost $91.81 Unrealized
WPC W P Carey Inc Common 0.0%
Value ($000) $55 Shares 880 Est. Cost $67.56 Unrealized
VWO Vanguard Ftse Emerging Market ETF 0.0%
Value ($000) $54 Shares 1,132 Est. Cost $45.84 Unrealized
IVW Ishares Trust S&P 500 Growth ETF 0.0%
Value ($000) $53 Shares 550 Est. Cost $103.82 Unrealized
IQV Iqvia Holdings Inc. 0.0%
Value ($000) $52 Shares 221 Est. Cost $229.62 Unrealized +2.8%
CWB SPDR Bloomberg Convertible Securities ETF 0.0%
Value ($000) $51 Shares 660 Est. Cost $76.59 Unrealized
TM Toyota Mtr Corp ADR 2 0.0%
Value ($000) $49 Shares 275 Est. Cost $133.69 Unrealized
CEG Constellation Energy Corp Common 0.0%
Value ($000) $48 Shares 183 Est. Cost $111.29 Unrealized +77.1%
SLVM Sylvamo Corp Common 0.0%
Value ($000) $47 Shares 553 Est. Cost $64.53 Unrealized +10.3%
EQR Equity Residential Com Shs 0.0%
Value ($000) $47 Shares 633 Est. Cost $64.33 Unrealized +5.8%
IGSB Ishares Trust Corporate Bond ETF 0.0%
Value ($000) $45 Shares 864 Est. Cost $78.13 Unrealized
RDY Dr Reddy's Laboratories LTD ADR 0.0%
Value ($000) $44 Shares 555 Est. Cost $77.22 Unrealized
PH Parker Hannifin Corp Common 0.0%
Value ($000) $44 Shares 69 Est. Cost $174.22 Unrealized +221.6%
GLW Corning Incorporated 0.0%
Value ($000) $43 Shares 948 Est. Cost $31.38 Unrealized +30.2%
WELL Welltower Inc Common 0.0%
Value ($000) $43 Shares 333 Est. Cost $113.83 Unrealized 0.0%
IVE Ishares S&P 500 Value ETF 0.0%
Value ($000) $42 Shares 212 Est. Cost $118.94 Unrealized
FSK FS KKR Capital Corp 0.0%
Value ($000) $41 Shares 2,084 Est. Cost $12.63 Unrealized +26.8%
CNC Centene Corp Del Common 0.0%
Value ($000) $41 Shares 546 Est. Cost $69.04 Unrealized +6.2%
BALL Ball Corp 0.0%
Value ($000) $41 Shares 600 Est. Cost $59.19 Unrealized +5.0%
SUI Sun Communities, Inc 0.0%
Value ($000) $40 Shares 295 Est. Cost $135.15 Unrealized
USIG Ishares Broad Usd Investment Gr Corp Bond ETF 0.0%
Value ($000) $39 Shares 751 Est. Cost $50.43 Unrealized
IJT Ishares Trust S&P Small Capital 600 Growth ETF 0.0%
Value ($000) $39 Shares 280 Est. Cost $146.43 Unrealized
QABA First Tr Nasdaq ABA Cmnty Bk Index Fund 0.0%
Value ($000) $37 Shares 700 Est. Cost $52.86 Unrealized
EEMV Ishares Msci Emerging Markets Min Vol Factor ETF 0.0%
Value ($000) $37 Shares 590 Est. Cost $57.35 Unrealized
VVV Valvoline Inc 0.0%
Value ($000) $36 Shares 863 Est. Cost $21.83 Unrealized +94.7%
PPL PPL Corporation Corp Common 0.0%
Value ($000) $35 Shares 1,070 Est. Cost $23.59 Unrealized +23.9%
O Realty Income Corp Common 0.0%
Value ($000) $35 Shares 550 Est. Cost $53.55 Unrealized +2.7%
NDAQ Nasdaq Inc Corp 0.0%
Value ($000) $35 Shares 475 Est. Cost $60.38 Unrealized +11.0%
EVRG Evergy Inc 0.0%
Value ($000) $34 Shares 556 Est. Cost $43.35 Unrealized +27.0%
FBT First Tr Fund NYSE Arca Biotechnology Index Fd 0.0%
Value ($000) $34 Shares 200 Est. Cost $153.77 Unrealized
IJS Ishares S&P Small Cap 600 Value Index ETF 0.0%
Value ($000) $34 Shares 318 Est. Cost $100.63 Unrealized
DIA SPDR Dow Jones Industrial ETF Trust 0.0%
Value ($000) $34 Shares 80 Est. Cost $423.13 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $34 Shares 375 Est. Cost $70.52 Unrealized +19.1%
LYB Lyondellbasell Industries N.V., London Shs 0.0%
Value ($000) $34 Shares 352 Est. Cost $84.01 Unrealized +1.3%
HYD Vaneck High Yield Muni ETF 0.0%
Value ($000) $34 Shares 635 Est. Cost $62.50 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $34 Shares 400 Est. Cost $59.88 Unrealized +22.0%
HWM Howmet Aerospace Inc Common 0.0%
Value ($000) $33 Shares 333 Est. Cost $12.97 Unrealized +593.8%
ES Eversource Energy Corp Common 0.0%
Value ($000) $33 Shares 485 Est. Cost $60.33 Unrealized 0.0%
BOND Pimco Active Bond ETF 0.0%
Value ($000) $33 Shares 346 Est. Cost $94.61 Unrealized
Western Asset Managed Muns Fd Inc Common 0.0%
Value ($000) $33 Shares 3,000 Est. Cost $14.00 Unrealized
ASH Ashland Global Hldgs 0.0%
Value ($000) $32 Shares 370 Est. Cost $62.25 Unrealized +38.5%
SCHP Schwab US Tips ETF 0.0%
Value ($000) $32 Shares 600 Est. Cost $60.00 Unrealized
NEM Newmont Mining Corp (New) 0.0%
Value ($000) $32 Shares 593 Est. Cost $45.85 Unrealized +5.6%
DGRO Ishares Core Dividend Growth ETF 0.0%
Value ($000) $32 Shares 505 Est. Cost $51.80 Unrealized
AZO Autozone Inc Common 0.0%
Value ($000) $32 Shares 10 Est. Cost $2550.38 Unrealized +20.4%
DGX Quest Diagnostics Inc 0.0%
Value ($000) $31 Shares 200 Est. Cost $136.04 Unrealized +7.2%
LOB Live Oak Bancshares, Inc. 0.0%
Value ($000) $31 Shares 650 Est. Cost $39.81 Unrealized +5.1%
KVUE Kenvue Inc 0.0%
Value ($000) $30 Shares 1,314 Est. Cost $19.74 Unrealized -0.5%
SNY Sanofi-Aventis 0.0%
Value ($000) $30 Shares 517 Est. Cost $56.61 Unrealized
TYL Tyler Technologies, Inc. 0.0%
Value ($000) $29 Shares 50 Est. Cost $460.76 Unrealized +22.2%
HLT Hilton Worldwide Holdings Inc. 0.0%
Value ($000) $29 Shares 125 Est. Cost $170.35 Unrealized +26.6%
CTRA Coterra Energy Inc 0.0%
Value ($000) $29 Shares 1,202 Est. Cost $23.53 Unrealized 0.0%
BF/A Brown Forman Corp Class A 0.0%
Value ($000) $28 Shares 580 Est. Cost $46.90 Unrealized -7.3%
TSN Tyson Foods Inc Class A 0.0%
Value ($000) $27 Shares 450 Est. Cost $61.10 Unrealized -4.8%
BUD Anheuser Busch Inbev Sa/nv Sponsored ADR 0.0%
Value ($000) $27 Shares 400 Est. Cost $44.63 Unrealized
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF 0.0%
Value ($000) $26 Shares 545 Est. Cost $49.54 Unrealized
ROP Roper Technologies Inc Corp 0.0%
Value ($000) $26 Shares 47 Est. Cost $524.47 Unrealized +3.8%
BBY Best Buy Inc 0.0%
Value ($000) $26 Shares 250 Est. Cost $70.28 Unrealized +19.4%
FSLR First Solar Inc Common 0.0%
Value ($000) $25 Shares 100 Est. Cost $54.92 Unrealized +310.0%
EBAY Ebay Inc 0.0%
Value ($000) $25 Shares 380 Est. Cost $47.00 Unrealized +19.8%
CLX Clorox Co Calif 0.0%
Value ($000) $24 Shares 150 Est. Cost $141.19 Unrealized 0.0%
CCL Carnival Corporation 0.0%
Value ($000) $24 Shares 1,294 Est. Cost $20.32 Unrealized -16.7%
NUE Nucor Corp 0.0%
Value ($000) $23 Shares 155 Est. Cost $57.55 Unrealized +155.1%
TLH Ishares 10-20 Year Treasury Bond ETF 0.0%
Value ($000) $22 Shares 200 Est. Cost $102.70 Unrealized
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $21 Shares 215 Est. Cost $86.96 Unrealized +15.7%
MAS Masco Corp Common 0.0%
Value ($000) $21 Shares 252 Est. Cost $48.90 Unrealized +51.4%
BKNG Booking Holdings Inc 0.0%
Value ($000) $21 Shares 5 Est. Cost $3508.24 Unrealized +8.1%
BR Broadridge Finl Solutions Inc Common 0.0%
Value ($000) $20 Shares 95 Est. Cost $82.33 Unrealized +148.3%
XHB Spdr Ser Tr S&p Homebuilders ETF 0.0%
Value ($000) $20 Shares 160 Est. Cost $56.25 Unrealized
JNK SPDR Bloomberg High Yield Bond ETF 0.0%
Value ($000) $20 Shares 200 Est. Cost $106.60 Unrealized
AAXJ Ishares MSCI All Country Asia Ex Japan ETF 0.0%
Value ($000) $19 Shares 242 Est. Cost $67.75 Unrealized
ZION Zions Bancorporation Common 0.0%
Value ($000) $19 Shares 400 Est. Cost $47.34 Unrealized 0.0%
HDB HDFC Bank Ltd ADR 0.0%
Value ($000) $19 Shares 300 Est. Cost $62.56 Unrealized
IDA Idacorp Inc 0.0%
Value ($000) $19 Shares 182 Est. Cost $93.46 Unrealized +6.9%
WAB Westinghouse Air Brake Technologies Corp Com 0.0%
Value ($000) $18 Shares 100 Est. Cost $162.97 Unrealized 0.0%
TEVA Teva Pharmacuticals Industry 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $18.02 Unrealized
ADM Archer Danels Midland 0.0%
Value ($000) $18 Shares 300 Est. Cost $32.34 Unrealized +78.9%
RCL Royal Caribbean Cruises Ltd Shs 0.0%
Value ($000) $18 Shares 100 Est. Cost $113.98 Unrealized +39.7%
GRMN Garmin LTD 0.0%
Value ($000) $18 Shares 100 Est. Cost $168.87 Unrealized 0.0%
FFBC First Financial Bancorp Corp 0.0%
Value ($000) $17 Shares 693 Est. Cost $21.85 Unrealized +9.0%
VOD Vodafone Group PLC New Sponsored ADR 0.0%
Value ($000) $17 Shares 1,732 Est. Cost $10.02 Unrealized
Calamos Dynamic Convertible And Income Fund 0.0%
Value ($000) $17 Shares 682 Est. Cost $0.02 Unrealized
IYF Ishares Trust DJ US Financial Financials ETF 0.0%
Value ($000) $17 Shares 165 Est. Cost $69.43 Unrealized
VTWG Vanguard Russell 2000 Growth Index ETF 0.0%
Value ($000) $17 Shares 80 Est. Cost $207.25 Unrealized
IYE iShares U.S. Energy ETF 0.0%
Value ($000) $16 Shares 353 Est. Cost $46.34 Unrealized
MAA Mid-America Apartment Com 0.0%
Value ($000) $16 Shares 100 Est. Cost $120.75 Unrealized +19.8%
BNDX Vanguard Total International ETF 0.0%
Value ($000) $16 Shares 316 Est. Cost $48.11 Unrealized
OTTR Otter Tail Corp Common 0.0%
Value ($000) $16 Shares 200 Est. Cost $43.72 Unrealized +90.0%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $15 Shares 300 Est. Cost $55.40 Unrealized 0.0%
IGHG Proshares Investment Grade Interest Rate Hedged ETF 0.0%
Value ($000) $15 Shares 200 Est. Cost $75.62 Unrealized
BAX Baxter International Inc Com 0.0%
Value ($000) $15 Shares 400 Est. Cost $41.70 Unrealized -14.3%
PGF Invesco Exchange-Traded Fd Tr Finl PFD ETF 0.0%
Value ($000) $15 Shares 950 Est. Cost $18.50 Unrealized
PCAR Paccar Inc 0.0%
Value ($000) $15 Shares 150 Est. Cost $48.44 Unrealized +90.4%
BIIB Biogen Incorporated 0.0%
Value ($000) $15 Shares 75 Est. Cost $319.93 Unrealized -34.6%
WAT Waters Corp 0.0%
Value ($000) $14 Shares 40 Est. Cost $325.56 Unrealized 0.0%
IBB Ishares Biotechnology ETF 0.0%
Value ($000) $14 Shares 95 Est. Cost $128.64 Unrealized
FCOM Fidelity MSCI Communication Services Index ETF 0.0%
Value ($000) $13 Shares 245 Est. Cost $46.21 Unrealized
GM General Motors 0.0%
Value ($000) $13 Shares 299 Est. Cost $50.92 Unrealized -10.3%
CME CME Group Inc Common 0.0%
Value ($000) $13 Shares 60 Est. Cost $150.67 Unrealized +30.4%
VSS Vanguard FTSE All World Ex US Small Cap ETF 0.0%
Value ($000) $13 Shares 105 Est. Cost $109.49 Unrealized
ROBT First Trust Nasdaq Al & Robotics ETF 0.0%
Value ($000) $13 Shares 300 Est. Cost $34.00 Unrealized
VIS Vanguard Industrials ETF 0.0%
Value ($000) $13 Shares 50 Est. Cost $174.45 Unrealized
BP BP P.L.C. 0.0%
Value ($000) $13 Shares 405 Est. Cost $35.66 Unrealized
VHT Vanguard Health Care ETF 0.0%
Value ($000) $13 Shares 45 Est. Cost $229.35 Unrealized
SNPS Synopsys, Inc Common 0.0%
Value ($000) $13 Shares 25 Est. Cost $480.87 Unrealized +11.6%
CTBI Community Trust Bancorp Inc Common 0.0%
Value ($000) $12 Shares 250 Est. Cost $25.28 Unrealized +79.6%
FICO Fair Isaac Corp 0.0%
Value ($000) $12 Shares 6 Est. Cost $749.78 Unrealized +128.2%
WGO Winnebago Inds Inc Common 0.0%
Value ($000) $12 Shares 200 Est. Cost $57.27 Unrealized 0.0%
CTVA Corteva Inc Com 0.0%
Value ($000) $11 Shares 192 Est. Cost $53.80 Unrealized 0.0%
TIP Ishares Tips Bond ETF 0.0%
Value ($000) $11 Shares 100 Est. Cost $0.11 Unrealized
WBD Warner Bros. Discovery Srs 0.0%
Value ($000) $11 Shares 1,323 Est. Cost $8.01 Unrealized -2.5%
RGTI Rigetti Computing Inc 0.0%
Value ($000) $11 Shares 13,900 Est. Cost $1.16 Unrealized -21.0%
CDNS Cadence Design Systems Inc Corp Common 0.0%
Value ($000) $11 Shares 40 Est. Cost $247.05 Unrealized +11.9%
NXPI NXP Semiconductors Nv Corp 0.0%
Value ($000) $11 Shares 45 Est. Cost $180.04 Unrealized +35.6%
CZR Caesars Entertainment Inc Ordinary Shares 0.0%
Value ($000) $11 Shares 258 Est. Cost $37.50 Unrealized 0.0%
Hess Corp 0.0%
Value ($000) $11 Shares 79 Est. Cost $146.52 Unrealized
EWJ iShares MSCI Japan ETF 0.0%
Value ($000) $11 Shares 149 Est. Cost $71.54 Unrealized
MTD Mettler-toledo International Inc. 0.0%
Value ($000) $10 Shares 7 Est. Cost $1235.86 Unrealized +13.6%
BUSE First Busey Corp Common New 0.0%
Value ($000) $10 Shares 400 Est. Cost $20.33 Unrealized +20.1%
LH Labcorp Holdings Inc 0.0%
Value ($000) $10 Shares 45 Est. Cost $216.29 Unrealized 0.0%
SJM Smucker J M Common New 0.0%
Value ($000) $10 Shares 83 Est. Cost $106.68 Unrealized +4.6%
Pimco (US) Income Strategy Fund 0.0%
Value ($000) $10 Shares 1,171 Est. Cost $8.57 Unrealized
Barrick Gold Corp 0.0%
Value ($000) $10 Shares 500 Est. Cost $19.89 Unrealized
PSR Invesco Active US Real Estate Fund ETF 0.0%
Value ($000) $10 Shares 100 Est. Cost $80.00 Unrealized
AME Ametek Inc 0.0%
Value ($000) $10 Shares 57 Est. Cost $165.34 Unrealized 0.0%
IUSV Ishares Core S&P US Value ETF 0.0%
Value ($000) $10 Shares 100 Est. Cost $78.26 Unrealized
ARKK ARK Innovation ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $47.53 Unrealized
VTRS Viatris Inc 0.0%
Value ($000) $9 Shares 791 Est. Cost $10.96 Unrealized -1.4%
IYR Ishares Tr Dow Jones Real ES 0.0%
Value ($000) $9 Shares 90 Est. Cost $78.95 Unrealized
YUMC Yum China Holdings Inc 0.0%
Value ($000) $9 Shares 200 Est. Cost $39.47 Unrealized -15.7%
IOO Blackrock Institutional Trust Company N.A. Ishares Global 100 Etf 0.0%
Value ($000) $9 Shares 90 Est. Cost $80.52 Unrealized
MAR Marriott Intl Inc New Cl A 0.0%
Value ($000) $9 Shares 35 Est. Cost $168.95 Unrealized +36.0%
SNA Snap-on Inc 0.0%
Value ($000) $9 Shares 30 Est. Cost $253.68 Unrealized +4.7%
FTV Fortive Corporation 0.0%
Value ($000) $9 Shares 110 Est. Cost $52.12 Unrealized +4.9%
HIW Highwoods Pptys Inc Common 0.0%
Value ($000) $8 Shares 248 Est. Cost $22.96 Unrealized
BTI British American Tobacco PLC ADR 0.0%
Value ($000) $8 Shares 224 Est. Cost $36.58 Unrealized
KMX Carmax Inc 0.0%
Value ($000) $8 Shares 104 Est. Cost $67.22 Unrealized +17.6%
United States Steel Common 0.0%
Value ($000) $8 Shares 225 Est. Cost $22.22 Unrealized
ICLN Ishares Global Clean Energy ETF 0.0%
Value ($000) $8 Shares 525 Est. Cost $20.90 Unrealized
GBTC Grayscale Bitcoin TR BTC 0.0%
Value ($000) $8 Shares 150 Est. Cost $53.24 Unrealized
AMLP Alps ETF Tr 0.0%
Value ($000) $8 Shares 160 Est. Cost $19.23 Unrealized
KHC Kraft Heinz Co 0.0%
Value ($000) $7 Shares 211 Est. Cost $32.54 Unrealized -2.2%
HLN Haleon PLC 0.0%
Value ($000) $7 Shares 680 Est. Cost $8.20 Unrealized
ALGN Align Technology Inc 0.0%
Value ($000) $7 Shares 28 Est. Cost $237.06 Unrealized -0.5%
NDSN Nordson Corp. 0.0%
Value ($000) $7 Shares 27 Est. Cost $215.66 Unrealized +11.1%
SPG Simon Property Group INC Prop Grp REIT 0.0%
Value ($000) $7 Shares 40 Est. Cost $91.23 Unrealized +61.8%
BHF Brighthouse Finl Inc Common 0.0%
Value ($000) $7 Shares 147 Est. Cost $57.39 Unrealized -21.7%
VDC Vanguard Consumer Staples Index Fund ETF 0.0%
Value ($000) $7 Shares 30 Est. Cost $180.07 Unrealized
HMC Honda Motor Co LTD ADR 0.0%
Value ($000) $7 Shares 206 Est. Cost $31.73 Unrealized
DJT Trump Media & Technology Group 0.0%
Value ($000) $6 Shares 400 Est. Cost $42.00 Unrealized -42.3%
RVTY Perkinelmer Inc 0.0%
Value ($000) $6 Shares 50 Est. Cost $95.91 Unrealized +22.2%
BOH Bank of Hawaii Corp 0.0%
Value ($000) $6 Shares 100 Est. Cost $68.79 Unrealized -12.5%
GWW Grainger W Inc Common 0.0%
Value ($000) $6 Shares 6 Est. Cost $452.39 Unrealized +111.5%
Marathon Oil Corp Com 0.0%
Value ($000) $6 Shares 230 Est. Cost $28.12 Unrealized
WSBC Wesbanco Inc Common 0.0%
Value ($000) $6 Shares 200 Est. Cost $35.37 Unrealized -13.2%
SCHB Schwab U.S. Broad Market ETF 0.0%
Value ($000) $6 Shares 88 Est. Cost $66.52 Unrealized
MSCI MSCI Inc. 0.0%
Value ($000) $6 Shares 10 Est. Cost $473.00 Unrealized +12.7%
SWK Stanley Black & Decker Inc Common 0.0%
Value ($000) $6 Shares 50 Est. Cost $90.38 Unrealized 0.0%
NOC Northrop Grumman Corp Common 0.0%
Value ($000) $5 Shares 10 Est. Cost $439.29 Unrealized +8.8%
FMC FMC Corp 0.0%
Value ($000) $5 Shares 80 Est. Cost $100.25 Unrealized -43.1%
SYF Synchrony Finl Common 0.0%
Value ($000) $5 Shares 98 Est. Cost $47.22 Unrealized 0.0%
TPR Tapestry Inc Common 0.0%
Value ($000) $5 Shares 104 Est. Cost $26.70 Unrealized +50.3%
Danimer Scientific Inc Class A 0.0%
Value ($000) $5 Shares 10,582 Est. Cost $1.02 Unrealized
HAL Halliburton Co 0.0%
Value ($000) $5 Shares 162 Est. Cost $36.44 Unrealized -16.8%
ALK Alaska Air Group Inc Corp Common 0.0%
Value ($000) $5 Shares 100 Est. Cost $67.73 Unrealized -44.0%
Wolfspeed Inc 0.0%
Value ($000) $5 Shares 464 Est. Cost $31.86 Unrealized
HAP Vaneck Natural Resources ETF 0.0%
Value ($000) $4 Shares 85 Est. Cost $33.66 Unrealized
FBIN Fortune Brands Home & Security, Inc 0.0%
Value ($000) $4 Shares 50 Est. Cost $76.74 Unrealized -2.9%
TT Trane Technologies PLC 0.0%
Value ($000) $4 Shares 11 Est. Cost $343.07 Unrealized 0.0%
USHY Ishares Broad Usd High Yield Corp Bond ETF 0.0%
Value ($000) $4 Shares 111 Est. Cost $35.98 Unrealized
BSX Boston Scientific Corp 0.0%
Value ($000) $4 Shares 48 Est. Cost $78.83 Unrealized 0.0%
AMX America Movil Sab DE ADR Cls B 0.0%
Value ($000) $4 Shares 234 Est. Cost $21.64 Unrealized
TFLO Blackrock Ishares Treasury Float Rate Bd ETF 0.0%
Value ($000) $4 Shares 74 Est. Cost $50.59 Unrealized
IBIT iShares Bitcoin Trust ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $36.13 Unrealized
SCHF Schwab Strategic Trust International Equity ETF 0.0%
Value ($000) $4 Shares 87 Est. Cost $35.66 Unrealized
Churchill Cap Corp IV 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $2.61 Unrealized
Ansys Inc 0.0%
Value ($000) $4 Shares 11 Est. Cost $330.27 Unrealized
ORLY O`Reilly Automotive, Inc 0.0%
Value ($000) $3 Shares 3 Est. Cost $73.46 Unrealized 0.0%
ET Energy Transfer LP 0.0%
Value ($000) $3 Shares 200 Est. Cost $16.05 Unrealized
VAW Vanguard Materials Index Fund ETF 0.0%
Value ($000) $3 Shares 15 Est. Cost $161.01 Unrealized
EXR Extra Space Storage Inc REIT 0.0%
Value ($000) $3 Shares 17 Est. Cost $115.65 Unrealized +37.0%
KDP Keurig Dr Pepper Inc 0.0%
Value ($000) $3 Shares 80 Est. Cost $29.22 Unrealized +15.1%
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
ESAB ESAB Corp 0.0%
Value ($000) $3 Shares 28 Est. Cost $98.52 Unrealized 0.0%
BSJO Invesco BulletShares 2024 Hi Yld Corp Bd ETF 0.0%
Value ($000) $3 Shares 131 Est. Cost $24.65 Unrealized
PRCT Procept Biorobotics Corp 0.0%
Value ($000) $3 Shares 36 Est. Cost $71.04 Unrealized 0.0%
TDG Transdigm Group Inc 0.0%
Value ($000) $3 Shares 2 Est. Cost $1152.37 Unrealized 0.0%
ENPH Enphase Energy Inc Corp Common 0.0%
Value ($000) $3 Shares 25 Est. Cost $204.40 Unrealized -45.3%
STLA Stellantis N V F 0.0%
Value ($000) $3 Shares 200 Est. Cost $15.00 Unrealized
CAH Cardinal Health Inc 0.0%
Value ($000) $3 Shares 25 Est. Cost $44.62 Unrealized +129.4%
VPU Vanguard Utilities ETF 0.0%
Value ($000) $3 Shares 15 Est. Cost $138.07 Unrealized
VXF Vanguard Extended Market Index ETF 0.0%
Value ($000) $3 Shares 14 Est. Cost $182.00 Unrealized
PGR Progressive Corp Common 0.0%
Value ($000) $3 Shares 10 Est. Cost $214.15 Unrealized 0.0%
USFD US Foods Holding Corp. 0.0%
Value ($000) $3 Shares 41 Est. Cost $39.68 Unrealized +41.0%
SLYG Spdr DJ Wilshire Small Cap Gr ETF S&P 600 0.0%
Value ($000) $3 Shares 27 Est. Cost $76.96 Unrealized
COIN Coin UW Equity Common 0.0%
Value ($000) $2 Shares 13 Est. Cost $179.97 Unrealized +11.3%
DAL Delta Air Lines Inc Del Common New 0.0%
Value ($000) $2 Shares 45 Est. Cost $42.88 Unrealized 0.0%
SCHH Schwab Strategic Tr ETF 0.0%
Value ($000) $2 Shares 90 Est. Cost $20.78 Unrealized
HCA Health Corp America 0.0%
Value ($000) $2 Shares 5 Est. Cost $218.18 Unrealized +66.0%
MKC McCormick & Co Inc Common Non Vtg 0.0%
Value ($000) $2 Shares 23 Est. Cost $61.94 Unrealized +21.2%
NOBL Proshares S&P 500 Dividend Aristocrats ETF 0.0%
Value ($000) $2 Shares 17 Est. Cost $87.68 Unrealized
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $2 Shares 9 Est. Cost $141.87 Unrealized
NVAX Novavax, Inc Common 0.0%
Value ($000) $2 Shares 142 Est. Cost $8.46 Unrealized +52.6%
NLOP Net Lease Office Properties 0.0%
Value ($000) $2 Shares 58 Est. Cost $24.62 Unrealized
INVZ Innoviz Technologies Ltd Corp 0.0%
Value ($000) $2 Shares 2,000 Est. Cost $4.79 Unrealized -84.1%
Lithium Americas Corp Argentina 0.0%
Value ($000) $2 Shares 500 Est. Cost $3.20 Unrealized
Livent Corp Arcadium Lithium Com 0.0%
Value ($000) $2 Shares 560 Est. Cost $3.36 Unrealized
SAM Boston Beer Co, Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $278.81 Unrealized 0.0%
UNG United States Natural Gas Fund LP 0.0%
Value ($000) $1 Shares 85 Est. Cost $17.44 Unrealized
LAC Lithium Americas Corp 0.0%
Value ($000) $1 Shares 500 Est. Cost $4.42 Unrealized -42.5%
JAZZ Jazz Pharmaceuticals Plc 0.0%
Value ($000) $1 Shares 12 Est. Cost $109.58 Unrealized 0.0%
PCY Invesco Emerging Markets Sovereign Debt ETF 0.0%
Value ($000) $1 Shares 57 Est. Cost $21.51 Unrealized
Amplify Alternative Harvest ETF Harv 0.0%
Value ($000) $1 Shares 295 Est. Cost $3.32 Unrealized
MBC Masterbrand Inc 0.0%
Value ($000) $1 Shares 50 Est. Cost $15.85 Unrealized +2.8%
XYZ Block Inc 0.0%
Value ($000) $1 Shares 10 Est. Cost $64.60 Unrealized 0.0%
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 -10.9%
Proshares Trust II 0.0%
Value ($000) $0 Shares 12 Est. Cost $10.83 Unrealized
SAN Banco Santander S A ADR 0.0%
Value ($000) $0 Shares 15 Est. Cost $5.13 Unrealized
LTBR Lightbridge Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $3.00 Unrealized