Independence Bank of Kentucky Diversified Active

CIK: 0001730479 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 24, 2025

Total Value ($000): $649,820 (100.0% shares, 0.0% debt)

Holdings (623)

SPY S&P 500 Tr UTS Unit 1 Ser 11.3%
Value ($000) $73,471 Shares 125,360 Est. Cost $534.04 Unrealized
AAPL Apple Incorporated 4.7%
Value ($000) $30,225 Shares 120,698 Est. Cost $148.72 Unrealized +57.7%
MSFT Microsoft Corp 4.4%
Value ($000) $28,480 Shares 67,569 Est. Cost $344.12 Unrealized +22.7%
JPM JP Morgan Chase & Co 3.4%
Value ($000) $21,781 Shares 90,862 Est. Cost $170.53 Unrealized +33.7%
VTI Vanguard Total Stock Market ETF 2.8%
Value ($000) $18,227 Shares 62,892 Est. Cost $281.84 Unrealized
AMZN Amazon Com Inc 2.6%
Value ($000) $16,712 Shares 76,174 Est. Cost $148.55 Unrealized +37.7%
GOOGL Alphabet Inc Class A 2.5%
Value ($000) $16,002 Shares 84,534 Est. Cost $130.00 Unrealized +34.0%
NVDA Nvidia Corp Common 2.0%
Value ($000) $12,849 Shares 95,682 Est. Cost $105.35 Unrealized +30.8%
META Meta Platform, Inc. 1.6%
Value ($000) $10,477 Shares 17,893 Est. Cost $319.00 Unrealized +83.3%
V Visa Inc 1.6%
Value ($000) $10,160 Shares 32,149 Est. Cost $206.05 Unrealized +44.8%
PG Procter & Gamble Co 1.3%
Value ($000) $8,454 Shares 50,424 Est. Cost $117.52 Unrealized +41.0%
IWR Ishares Russell Midcap Index 1.3%
Value ($000) $8,148 Shares 92,174 Est. Cost $70.57 Unrealized
VOO Vanguard S&P 500 Index ETF 1.2%
Value ($000) $7,695 Shares 14,282 Est. Cost $416.74 Unrealized
EFA Ishares Tr MSCI EAFE Index 1.1%
Value ($000) $7,251 Shares 95,898 Est. Cost $71.44 Unrealized
HD Home Depot Inc 1.1%
Value ($000) $7,027 Shares 18,064 Est. Cost $341.02 Unrealized +16.5%
JNJ Johnson & Johnson 1.0%
Value ($000) $6,575 Shares 45,467 Est. Cost $132.25 Unrealized +13.1%
IWM Russell 2000 Index Fund 1.0%
Value ($000) $6,477 Shares 29,313 Est. Cost $187.19 Unrealized
CVX Chevron Corporation 0.9%
Value ($000) $6,137 Shares 42,371 Est. Cost $117.28 Unrealized +24.1%
USMV Ishares Msci Usa Min Vol Factor ETF 0.9%
Value ($000) $6,090 Shares 68,592 Est. Cost $85.75 Unrealized
PEP Pepsico Inc 0.9%
Value ($000) $6,081 Shares 39,991 Est. Cost $138.65 Unrealized +12.9%
LLY Lilly Eli & Co 0.9%
Value ($000) $5,929 Shares 7,680 Est. Cost $458.14 Unrealized +79.2%
UNH United Health Group Inc 0.8%
Value ($000) $5,400 Shares 10,675 Est. Cost $460.80 Unrealized +20.0%
ORCL Oracle Corp 0.8%
Value ($000) $5,267 Shares 31,605 Est. Cost $113.32 Unrealized +55.2%
VYM Vanguard High Dividend Yield ETF 0.8%
Value ($000) $5,119 Shares 40,124 Est. Cost $121.00 Unrealized
OEF Ishares S&P 100 Index Fund ETF 0.8%
Value ($000) $5,051 Shares 17,486 Est. Cost $287.52 Unrealized
SPGI S&P Global Inc Common 0.8%
Value ($000) $4,983 Shares 10,006 Est. Cost $453.11 Unrealized +11.0%
ADP Automatic Data Processing 0.8%
Value ($000) $4,878 Shares 16,665 Est. Cost $280.97 Unrealized +2.5%
WMT Wal Mart Inc 0.7%
Value ($000) $4,685 Shares 51,859 Est. Cost $63.26 Unrealized +35.6%
ABBV Abbvie Inc Com 0.7%
Value ($000) $4,589 Shares 25,823 Est. Cost $127.43 Unrealized +39.2%
CRM Salesforce Common Inc 0.6%
Value ($000) $4,159 Shares 12,439 Est. Cost $166.32 Unrealized +90.5%
MRK Merck & Co Inc New Com 0.6%
Value ($000) $4,141 Shares 41,628 Est. Cost $93.30 Unrealized +5.8%
ASML ASML Holding NV 0.6%
Value ($000) $4,041 Shares 5,831 Est. Cost $722.15 Unrealized
BRK/B Berkshire Hathaway Inc Del Cl B New 0.6%
Value ($000) $3,992 Shares 8,808 Est. Cost $388.63 Unrealized +18.8%
XOM Exxon Mobil Corp 0.6%
Value ($000) $3,963 Shares 36,841 Est. Cost $64.71 Unrealized +73.6%
ABT Abbott Labs 0.6%
Value ($000) $3,897 Shares 34,456 Est. Cost $98.29 Unrealized +15.3%
NEE Nextera Energy Inc 0.6%
Value ($000) $3,680 Shares 51,328 Est. Cost $61.65 Unrealized +21.7%
LOW Lowes Cos Inc 0.6%
Value ($000) $3,672 Shares 14,877 Est. Cost $109.31 Unrealized +139.3%
MA Mastercard Inc 0.5%
Value ($000) $3,546 Shares 6,735 Est. Cost $443.73 Unrealized +16.0%
AVGO Broadcom Inc 0.5%
Value ($000) $3,489 Shares 15,050 Est. Cost $151.57 Unrealized +20.7%
DON Wisdomtree US Midcap Dividend Fund ETF 0.5%
Value ($000) $3,377 Shares 66,255 Est. Cost $48.97 Unrealized
AMD Advanced Micro Devices Inc Corp Common 0.5%
Value ($000) $3,326 Shares 27,533 Est. Cost $149.44 Unrealized -3.7%
SDY SPDR S&P Dividend ETF 0.5%
Value ($000) $3,269 Shares 24,744 Est. Cost $131.60 Unrealized
VRT Vertiv Holdings Co Cl A 0.5%
Value ($000) $3,086 Shares 27,165 Est. Cost $87.56 Unrealized +35.4%
WM Waste Management Inc New 0.5%
Value ($000) $3,046 Shares 15,093 Est. Cost $167.50 Unrealized +26.0%
QQQ Invesco QQQ Tr Unit Ser 1 0.5%
Value ($000) $3,035 Shares 5,937 Est. Cost $442.08 Unrealized
DIS Disney (Walt) Company 0.5%
Value ($000) $2,926 Shares 26,280 Est. Cost $100.50 Unrealized +3.0%
MO Altria Group Inc 0.4%
Value ($000) $2,818 Shares 53,892 Est. Cost $35.28 Unrealized +38.4%
IVV Ishares Tr Core S&P 500 ETF 0.4%
Value ($000) $2,795 Shares 4,748 Est. Cost $517.09 Unrealized
MDY Spdr State St Global Adv S&P Midcap 400 ETF 0.4%
Value ($000) $2,728 Shares 4,789 Est. Cost $569.58 Unrealized
EEM Ishares MSCI Emerging Mkts Index Fund 0.4%
Value ($000) $2,696 Shares 64,470 Est. Cost $46.78 Unrealized
SYK Stryker Corp 0.4%
Value ($000) $2,687 Shares 7,464 Est. Cost $316.43 Unrealized +15.8%
UPS United Parcel Service 0.4%
Value ($000) $2,654 Shares 21,047 Est. Cost $112.51 Unrealized +8.7%
TJX TJX Companies Inc 0.4%
Value ($000) $2,633 Shares 21,795 Est. Cost $60.67 Unrealized +94.0%
ICE Intercontinental Exchange Inc 0.4%
Value ($000) $2,617 Shares 17,564 Est. Cost $91.16 Unrealized +71.4%
KO Coca Cola Co 0.4%
Value ($000) $2,602 Shares 41,788 Est. Cost $41.27 Unrealized +52.9%
USB US Bancorp Del 0.4%
Value ($000) $2,594 Shares 54,240 Est. Cost $38.19 Unrealized +22.1%
GOOG Alphabet Inc Class C 0.4%
Value ($000) $2,577 Shares 13,531 Est. Cost $144.10 Unrealized +21.9%
MCD McDonalds Corp 0.4%
Value ($000) $2,570 Shares 8,865 Est. Cost $243.36 Unrealized +19.3%
AVUV Avantis US Small Cap Value ETF 0.4%
Value ($000) $2,562 Shares 26,538 Est. Cost $89.31 Unrealized
IWF Ishares Tr Russell 1000 Growth 0.4%
Value ($000) $2,555 Shares 6,363 Est. Cost $267.65 Unrealized
PANW Palo Alto Networks Inc Common 0.4%
Value ($000) $2,439 Shares 13,406 Est. Cost $130.51 Unrealized +44.7%
APD Air Products and Chemicals 0.4%
Value ($000) $2,400 Shares 8,276 Est. Cost $234.11 Unrealized +29.9%
ACN Accenture PLC 0.4%
Value ($000) $2,387 Shares 6,786 Est. Cost $272.43 Unrealized +30.2%
GD General Dynamics Corp 0.4%
Value ($000) $2,327 Shares 8,832 Est. Cost $177.07 Unrealized +59.2%
XLE Energy - SPDR Select Sector ETF 0.3%
Value ($000) $2,258 Shares 26,364 Est. Cost $54.49 Unrealized
SYY Sysco Corp 0.3%
Value ($000) $2,245 Shares 29,362 Est. Cost $72.43 Unrealized +2.1%
CHDN Churchill Downs Inc 0.3%
Value ($000) $2,175 Shares 16,290 Est. Cost $124.67 Unrealized +10.4%
COST Costco Wholesale Corp Com 0.3%
Value ($000) $2,139 Shares 2,335 Est. Cost $667.29 Unrealized +38.3%
PM Philip Morris Int Inc 0.3%
Value ($000) $2,101 Shares 17,461 Est. Cost $79.68 Unrealized +51.3%
HON Honeywell, Inc 0.3%
Value ($000) $2,063 Shares 9,133 Est. Cost $147.94 Unrealized +37.6%
ETN Eaton Corporation PLC 0.3%
Value ($000) $2,047 Shares 6,167 Est. Cost $254.71 Unrealized +36.3%
DVY Ishares Dow Jones Select Divindex Fund 0.3%
Value ($000) $1,998 Shares 15,215 Est. Cost $107.18 Unrealized
TMO Thermo Fisher Scientific Inc 0.3%
Value ($000) $1,990 Shares 3,825 Est. Cost $495.42 Unrealized +10.5%
PFE Pfizer Inc 0.3%
Value ($000) $1,961 Shares 73,913 Est. Cost $26.06 Unrealized -3.6%
IWV Ishares Tr Russell 3000 ETF 0.3%
Value ($000) $1,950 Shares 5,833 Est. Cost $194.86 Unrealized
ADBE Adobe Systems Incorporated Delaware 0.3%
Value ($000) $1,923 Shares 4,324 Est. Cost $505.22 Unrealized -2.0%
VGLT Vanguard Gov't Long-Term Treasury ETF 0.3%
Value ($000) $1,860 Shares 33,598 Est. Cost $58.18 Unrealized
TGT Target Corp 0.3%
Value ($000) $1,850 Shares 13,687 Est. Cost $129.94 Unrealized +5.2%
TMUS T-mobile US Inc Common 0.3%
Value ($000) $1,831 Shares 8,296 Est. Cost $144.67 Unrealized +54.4%
PNC PNC Financial Services Group 0.3%
Value ($000) $1,784 Shares 9,252 Est. Cost $152.04 Unrealized +24.5%
BAC Bank of America Corporation 0.3%
Value ($000) $1,746 Shares 39,729 Est. Cost $33.34 Unrealized +28.4%
UNP Union Pacific Corporation 0.3%
Value ($000) $1,712 Shares 7,508 Est. Cost $201.42 Unrealized +14.3%
TFC Truist Financial Corp Common 0.3%
Value ($000) $1,699 Shares 39,168 Est. Cost $40.39 Unrealized +4.8%
RTX Raytheon Technologies Corp Common 0.3%
Value ($000) $1,661 Shares 14,350 Est. Cost $87.08 Unrealized +35.8%
TXN Texas Instruments Inc 0.3%
Value ($000) $1,659 Shares 8,845 Est. Cost $172.78 Unrealized +11.8%
VZ Verizon Communications Inc Usd 1 0.3%
Value ($000) $1,649 Shares 41,237 Est. Cost $36.30 Unrealized +8.5%
MDLZ Mondelez International Inc 0.2%
Value ($000) $1,610 Shares 26,949 Est. Cost $53.94 Unrealized +17.9%
LMT Lockheed Martin Corp 0.2%
Value ($000) $1,582 Shares 3,256 Est. Cost $390.59 Unrealized +35.0%
PAYX Paychex Inc 0.2%
Value ($000) $1,567 Shares 11,176 Est. Cost $116.19 Unrealized +18.2%
EXPE Expedia Group Inc 0.2%
Value ($000) $1,553 Shares 8,337 Est. Cost $125.80 Unrealized +35.9%
ITW Illinois Tool Works Inc 0.2%
Value ($000) $1,546 Shares 6,098 Est. Cost $166.11 Unrealized +54.9%
NSC Norfolk Southn Corp 0.2%
Value ($000) $1,517 Shares 6,464 Est. Cost $211.49 Unrealized +17.5%
MS Morgan Stanley 0.2%
Value ($000) $1,489 Shares 11,845 Est. Cost $88.82 Unrealized +34.6%
RSP Invesco S&P 500 Equal Weight ETF 0.2%
Value ($000) $1,481 Shares 8,452 Est. Cost $170.08 Unrealized
VNQ Vanguard Real Estate ETF 0.2%
Value ($000) $1,471 Shares 16,508 Est. Cost $84.83 Unrealized
DHR Danaher Corp 0.2%
Value ($000) $1,437 Shares 6,261 Est. Cost $181.09 Unrealized +34.7%
WMB The Williams Co Inc 0.2%
Value ($000) $1,429 Shares 26,409 Est. Cost $35.13 Unrealized +47.2%
CSCO Cisco Systems Inc 0.2%
Value ($000) $1,416 Shares 23,921 Est. Cost $42.62 Unrealized +29.9%
VB Vanguard Small Cap ETF 0.2%
Value ($000) $1,408 Shares 5,858 Est. Cost $179.85 Unrealized
VCIT Vanguard Intermediate-Term Corp Bond Index Fund 0.2%
Value ($000) $1,404 Shares 17,488 Est. Cost $92.16 Unrealized
IEFA Ishares Tr Core MSCI EAFE ETF 0.2%
Value ($000) $1,374 Shares 19,550 Est. Cost $52.11 Unrealized
VCSH Vanguard Short-Term Corp Index Fund 0.2%
Value ($000) $1,361 Shares 17,441 Est. Cost $80.40 Unrealized
DES Wisdomtree US Smallcap Dividend Fund ETF 0.2%
Value ($000) $1,344 Shares 39,120 Est. Cost $32.81 Unrealized
ATO Atmos Energy Corp 0.2%
Value ($000) $1,333 Shares 9,573 Est. Cost $107.90 Unrealized +28.5%
MMM 3M Company 0.2%
Value ($000) $1,329 Shares 10,296 Est. Cost $106.74 Unrealized +20.3%
VUG Vanguard Growth Vipers ETF 0.2%
Value ($000) $1,306 Shares 3,183 Est. Cost $298.40 Unrealized
GUNR Flexshares Morningstar Global Natural Res ETF 0.2%
Value ($000) $1,260 Shares 34,651 Est. Cost $35.75 Unrealized
PFF Ishares Trust Pfd & Income Securities ETF 0.2%
Value ($000) $1,260 Shares 40,062 Est. Cost $29.82 Unrealized
AMT American Tower REIT 0.2%
Value ($000) $1,233 Shares 6,724 Est. Cost $171.62 Unrealized +15.6%
NFLX Netflix Inc Common 0.2%
Value ($000) $1,210 Shares 1,358 Est. Cost $48.58 Unrealized +69.4%
SCHW Schwab Charles Corp New Common 0.2%
Value ($000) $1,178 Shares 15,915 Est. Cost $67.14 Unrealized +9.9%
IBM International Business Machs 0.2%
Value ($000) $1,175 Shares 5,345 Est. Cost $142.21 Unrealized +52.1%
QCOM Qualcomm Incorporated 0.2%
Value ($000) $1,152 Shares 7,498 Est. Cost $152.78 Unrealized +4.4%
SCZ Ishares Tr MSCI EAFE Small Cap ETF 0.2%
Value ($000) $1,149 Shares 18,919 Est. Cost $61.96 Unrealized
UBER Uber Technologies Inc Corp Common 0.2%
Value ($000) $1,146 Shares 19,002 Est. Cost $70.53 Unrealized +1.2%
NVO Novo-nordisk A S ADR 0.2%
Value ($000) $1,135 Shares 13,190 Est. Cost $114.81 Unrealized
EFV Ishares MSCI EAFE Value Index Fund 0.2%
Value ($000) $1,128 Shares 21,495 Est. Cost $53.05 Unrealized
BF/B Brown Forman Corp Class B 0.2%
Value ($000) $1,100 Shares 28,959 Est. Cost $49.85 Unrealized -14.7%
FDX FedEx Corporation 0.2%
Value ($000) $1,082 Shares 3,845 Est. Cost $268.04 Unrealized +1.4%
SYBT Stock Yards Bancorp Inc Corp Common 0.2%
Value ($000) $1,077 Shares 15,043 Est. Cost $46.42 Unrealized +51.8%
SNOW Snowflake Inc. Class A 0.2%
Value ($000) $1,077 Shares 6,972 Est. Cost $160.31 Unrealized -12.2%
GNRC Generac Holdings Inc 0.2%
Value ($000) $1,069 Shares 6,895 Est. Cost $135.14 Unrealized +27.8%
BSCW Invesco BulletShares 2032 Corp Bd ETF 0.2%
Value ($000) $1,061 Shares 52,743 Est. Cost $19.92 Unrealized
BSCV Invesco BulletShares 2031 Corp Bd ETF 0.2%
Value ($000) $1,053 Shares 65,614 Est. Cost $13.98 Unrealized
CIVI Civitas Resources Inc 0.2%
Value ($000) $1,049 Shares 22,875 Est. Cost $49.53 Unrealized -6.4%
SMH VanEck Semiconductor ETF 0.2%
Value ($000) $1,035 Shares 4,275 Est. Cost $222.63 Unrealized
BSCU Invesco BulletShares 2030 Corp Bd ETF 0.2%
Value ($000) $1,027 Shares 62,745 Est. Cost $14.21 Unrealized
COP Conocophillips 0.2%
Value ($000) $1,026 Shares 10,344 Est. Cost $103.57 Unrealized -1.2%
BSCT Invesco BulletShares 2029 Corp Bd ETF 0.2%
Value ($000) $995 Shares 54,274 Est. Cost $15.56 Unrealized
MU Micron Technology Inc Common 0.2%
Value ($000) $993 Shares 11,798 Est. Cost $103.85 Unrealized -2.5%
Discover Finl Svcs Common 0.1%
Value ($000) $974 Shares 5,622 Est. Cost $133.67 Unrealized
SHW Sherwin-Williams Co 0.1%
Value ($000) $956 Shares 2,811 Est. Cost $286.16 Unrealized +29.2%
BSCS Invesco BulletShares 2028 Corp Bd ETF 0.1%
Value ($000) $949 Shares 47,122 Est. Cost $17.02 Unrealized
CRWD Crowdstrike Holdings Inc Class A 0.1%
Value ($000) $947 Shares 2,767 Est. Cost $175.60 Unrealized +89.4%
TSLA Tesla Inc 0.1%
Value ($000) $943 Shares 2,335 Est. Cost $192.78 Unrealized +66.9%
SHEL Shell PLC Common 0.1%
Value ($000) $938 Shares 14,975 Est. Cost $58.61 Unrealized
SBUX Starbucks Corporation 0.1%
Value ($000) $927 Shares 10,156 Est. Cost $76.54 Unrealized +22.7%
BSCR Invesco BulletShares 2027 Corp Bd ETF 0.1%
Value ($000) $918 Shares 47,105 Est. Cost $16.28 Unrealized
NVS Novartis AG Spons ADR 0.1%
Value ($000) $913 Shares 9,382 Est. Cost $99.44 Unrealized
CMI Cummins Inc 0.1%
Value ($000) $903 Shares 2,590 Est. Cost $281.55 Unrealized +22.0%
XLI Industrials - SPDR Select Sector ETF 0.1%
Value ($000) $902 Shares 6,846 Est. Cost $133.92 Unrealized
GS Goldman Sachs Group Inc 0.1%
Value ($000) $889 Shares 1,552 Est. Cost $306.74 Unrealized +77.6%
SOXX iShares Semiconductor ETF 0.1%
Value ($000) $883 Shares 4,096 Est. Cost $254.01 Unrealized
VO Vanguard Mid Cap ETF 0.1%
Value ($000) $876 Shares 3,318 Est. Cost $209.26 Unrealized
LIN Linde PLC Corp 0.1%
Value ($000) $873 Shares 2,086 Est. Cost $423.59 Unrealized +5.9%
SLB Schlumberger LTD 0.1%
Value ($000) $873 Shares 22,770 Est. Cost $48.39 Unrealized -16.3%
STZ Constellation Brands Common 0.1%
Value ($000) $836 Shares 3,784 Est. Cost $236.76 Unrealized -2.3%
IRM Iron Mountain Inc 0.1%
Value ($000) $812 Shares 7,724 Est. Cost $98.72 Unrealized +14.3%
HUM Humana Inc 0.1%
Value ($000) $788 Shares 3,104 Est. Cost $343.97 Unrealized -23.4%
BSCX Invesco Bulletshares 2033 Corp Bd ETF 0.1%
Value ($000) $780 Shares 37,822 Est. Cost $20.73 Unrealized
CAT Caterpillar Inc 0.1%
Value ($000) $773 Shares 2,130 Est. Cost $301.81 Unrealized +26.5%
AMGN Amgen Inc 0.1%
Value ($000) $771 Shares 2,960 Est. Cost $244.54 Unrealized +17.0%
MUB Ishares Tr Natl Mun Bd ETF Fund 0.1%
Value ($000) $770 Shares 7,225 Est. Cost $110.05 Unrealized
JEPI JP Morgan Premium Income ETF 0.1%
Value ($000) $765 Shares 13,290 Est. Cost $54.39 Unrealized
CPRT Copart Inc 0.1%
Value ($000) $746 Shares 13,006 Est. Cost $48.82 Unrealized +16.7%
SU Suncor Energy Inc New 0.1%
Value ($000) $744 Shares 20,862 Est. Cost $35.32 Unrealized +5.8%
C Citigroup Inc Com New 0.1%
Value ($000) $743 Shares 10,553 Est. Cost $59.89 Unrealized +9.2%
Pinnacle Financial Partners 0.1%
Value ($000) $732 Shares 6,395 Est. Cost $89.91 Unrealized
IJJ Ishares Tr S&P Mid Cap 400 Value ETF 0.1%
Value ($000) $728 Shares 5,828 Est. Cost $110.02 Unrealized
EQIX Equinix Inc REIT 0.1%
Value ($000) $724 Shares 768 Est. Cost $759.25 Unrealized +18.2%
YUM Yum Brands Inc Common 0.1%
Value ($000) $720 Shares 5,363 Est. Cost $128.96 Unrealized +2.6%
CL Colgate Palmolive Co 0.1%
Value ($000) $708 Shares 7,793 Est. Cost $82.83 Unrealized +12.4%
CSX CSX Corp 0.1%
Value ($000) $698 Shares 21,640 Est. Cost $29.53 Unrealized +14.0%
FANG Diamondback Energy Inc Common 0.1%
Value ($000) $698 Shares 4,261 Est. Cost $167.39 Unrealized +2.1%
XLK Technology - SPDR Select Sector ETF 0.1%
Value ($000) $696 Shares 2,995 Est. Cost $225.16 Unrealized
COKE Coca-Cola Consolidated Inc 0.1%
Value ($000) $693 Shares 550 Est. Cost $70.13 Unrealized +76.7%
DE Deere & Company 0.1%
Value ($000) $690 Shares 1,628 Est. Cost $330.36 Unrealized +25.3%
IDU Ishares DJ US Utilities Sctr 0.1%
Value ($000) $660 Shares 6,864 Est. Cost $100.03 Unrealized
VIG Vanguard Div Appreciation ETF 0.1%
Value ($000) $658 Shares 3,362 Est. Cost $165.41 Unrealized
IWD Ishares Tr Russell 1000 Val 0.1%
Value ($000) $657 Shares 3,550 Est. Cost $150.66 Unrealized
MZTI Lancaster Colony Corp 0.1%
Value ($000) $630 Shares 3,637 Est. Cost $183.03 Unrealized 0.0%
CATH S&P 500 Catholic Values ETF 0.1%
Value ($000) $627 Shares 8,850 Est. Cost $38.70 Unrealized
DUK Duke Energy Corp New 0.1%
Value ($000) $621 Shares 5,762 Est. Cost $69.35 Unrealized +56.9%
CP Canadian Pacific Kansas City Ltd Corp 0.1%
Value ($000) $619 Shares 8,554 Est. Cost $77.27 Unrealized -1.1%
VEA Vanguard Tax-mgd Intl Fd Ftse Dev Mkts ETF 0.1%
Value ($000) $617 Shares 12,905 Est. Cost $46.08 Unrealized
GLD SPDR Gold Tr 0.1%
Value ($000) $603 Shares 2,489 Est. Cost $180.35 Unrealized
PLD Prologis Inc Common 0.1%
Value ($000) $601 Shares 5,689 Est. Cost $109.70 Unrealized +0.4%
BMY Bristol Myers Squibb Co 0.1%
Value ($000) $599 Shares 10,597 Est. Cost $45.96 Unrealized +14.4%
CB Chubb Limited, Zuerich 0.1%
Value ($000) $596 Shares 2,157 Est. Cost $173.81 Unrealized +61.9%
AMP Amerprise Financial 0.1%
Value ($000) $589 Shares 1,106 Est. Cost $376.94 Unrealized +39.7%
ULTA Ulta Salon Cosmetics & Fragrance Inc 0.1%
Value ($000) $581 Shares 1,335 Est. Cost $450.97 Unrealized -14.1%
ALL Allstate Corp 0.1%
Value ($000) $574 Shares 2,975 Est. Cost $112.63 Unrealized +68.5%
DEO Diageo PLC New Spons ADR 0.1%
Value ($000) $539 Shares 4,243 Est. Cost $132.00 Unrealized
EMR Emerson Electric Company 0.1%
Value ($000) $538 Shares 4,344 Est. Cost $103.29 Unrealized +15.2%
Unilever PLC ADR 0.1%
Value ($000) $537 Shares 9,477 Est. Cost $53.69 Unrealized
PGX Invesco Exchange Traded PFD II 0.1%
Value ($000) $528 Shares 45,760 Est. Cost $12.13 Unrealized
BLV Vanguard Long-term Bond Index Fund ETF 0.1%
Value ($000) $519 Shares 7,587 Est. Cost $66.62 Unrealized
FLUT Flutter Entertainment PLC 0.1%
Value ($000) $518 Shares 2,003 Est. Cost $252.46 Unrealized 0.0%
NET Cloudflare Inc Class A Common 0.1%
Value ($000) $510 Shares 4,735 Est. Cost $68.09 Unrealized +43.5%
ELV Elevance Health, Inc. 0.1%
Value ($000) $501 Shares 1,359 Est. Cost $439.69 Unrealized -6.9%
ISRG Intuitive Surgical Inc Corp 0.1%
Value ($000) $500 Shares 958 Est. Cost $336.57 Unrealized +54.8%
BSCQ Invesco BulletShares 2026 Corp Bd ETF 0.1%
Value ($000) $497 Shares 25,576 Est. Cost $16.01 Unrealized
EFG Ishares MSCI EAFE Growth Index Fund 0.1%
Value ($000) $495 Shares 5,109 Est. Cost $93.36 Unrealized
VXUS Vanguard Total International Stock Index ETF 0.1%
Value ($000) $493 Shares 8,374 Est. Cost $53.42 Unrealized
LQD iShares iBoxx Invst Gr Corp Bd ETF 0.1%
Value ($000) $487 Shares 4,554 Est. Cost $136.35 Unrealized
FSLR First Solar Inc Common 0.1%
Value ($000) $479 Shares 2,720 Est. Cost $193.76 Unrealized +2.7%
F Ford Motor Co 0.1%
Value ($000) $467 Shares 47,133 Est. Cost $9.90 Unrealized -0.3%
DKNG Draftkings Inc. Class A 0.1%
Value ($000) $457 Shares 12,285 Est. Cost $39.68 Unrealized 0.0%
FISV Fiserv, Inc Common 0.1%
Value ($000) $453 Shares 2,206 Est. Cost $124.73 Unrealized +63.7%
GE GE Aerospace Com New 0.1%
Value ($000) $450 Shares 2,698 Est. Cost $119.88 Unrealized +47.8%
ADI Analog Devices Inc Corp Com 0.1%
Value ($000) $443 Shares 2,086 Est. Cost $203.86 Unrealized +6.3%
AWK American Water Works Co Inc 0.1%
Value ($000) $443 Shares 3,557 Est. Cost $124.17 Unrealized +5.8%
XLRE Real Estate - Select Sector ETF 0.1%
Value ($000) $440 Shares 10,819 Est. Cost $27.72 Unrealized
Invesco BulletShares 2025 Corp Bd ETF 0.1%
Value ($000) $439 Shares 21,247 Est. Cost $16.51 Unrealized
NOW Servicenow Inc Common 0.1%
Value ($000) $433 Shares 408 Est. Cost $149.19 Unrealized +35.8%
ELF E.L.F. Beauty Inc 0.1%
Value ($000) $429 Shares 3,420 Est. Cost $119.94 Unrealized 0.0%
QUAL Ishares Msci USA Quality Factor ETF 0.1%
Value ($000) $422 Shares 2,367 Est. Cost $116.79 Unrealized
IWS IShares Russell Mid-cap Value ETF 0.1%
Value ($000) $420 Shares 3,244 Est. Cost $118.82 Unrealized
MDT Medtronic PLC 0.1%
Value ($000) $414 Shares 5,188 Est. Cost $82.45 Unrealized +1.7%
BR Broadridge Finl Solutions Inc Common 0.1%
Value ($000) $411 Shares 1,820 Est. Cost $212.67 Unrealized +3.4%
AMAT Applied Materials Inc 0.1%
Value ($000) $411 Shares 2,525 Est. Cost $185.45 Unrealized -3.4%
HSY The Hershey Company 0.1%
Value ($000) $409 Shares 2,415 Est. Cost $164.07 Unrealized +5.4%
PLTR Palantir Technologies Inc. Class A 0.1%
Value ($000) $401 Shares 5,300 Est. Cost $12.83 Unrealized +353.9%
BX Blackstone Inc Common 0.1%
Value ($000) $388 Shares 2,250 Est. Cost $112.14 Unrealized +50.5%
XLY Consumer Discretionary - SPDR Select Sector ETF 0.1%
Value ($000) $385 Shares 1,716 Est. Cost $194.12 Unrealized
KR Kroger Company 0.1%
Value ($000) $383 Shares 6,257 Est. Cost $52.14 Unrealized +10.0%
VLO Valero Energy Corp 0.1%
Value ($000) $382 Shares 3,119 Est. Cost $125.11 Unrealized +3.2%
MPC Marathon Petroleum Corp 0.1%
Value ($000) $382 Shares 2,737 Est. Cost $132.77 Unrealized +12.1%
CAH Cardinal Health Inc 0.1%
Value ($000) $381 Shares 3,225 Est. Cost $114.26 Unrealized +0.5%
IYW iShares U.S. Technology ETF 0.1%
Value ($000) $380 Shares 2,383 Est. Cost $150.21 Unrealized
PSX Phillips 66 Com 0.1%
Value ($000) $378 Shares 3,314 Est. Cost $121.44 Unrealized +0.5%
PWR Quanta Services, Inc. 0.1%
Value ($000) $375 Shares 1,185 Est. Cost $273.58 Unrealized +17.4%
CVS CVS Health Corporation 0.1%
Value ($000) $365 Shares 8,127 Est. Cost $56.26 Unrealized -4.6%
DLR Digital Rlty Tr Inc REIT 0.1%
Value ($000) $361 Shares 2,034 Est. Cost $140.41 Unrealized +21.9%
COF Capital One Financial 0.1%
Value ($000) $360 Shares 2,019 Est. Cost $125.09 Unrealized +36.4%
BRBR BellRing Brands, Inc. 0.1%
Value ($000) $359 Shares 4,770 Est. Cost $55.46 Unrealized +28.1%
MCO Moody's Corp. 0.1%
Value ($000) $359 Shares 758 Est. Cost $457.14 Unrealized +3.5%
NFRA Flexshares Global Broad Infrastracture Common 0.1%
Value ($000) $359 Shares 6,615 Est. Cost $56.39 Unrealized
IP International Paper 0.1%
Value ($000) $357 Shares 6,640 Est. Cost $38.96 Unrealized +31.7%
CM Canadian Imperial Bank Common 0.1%
Value ($000) $357 Shares 5,646 Est. Cost $49.03 Unrealized +25.5%
SO Southern Company 0.1%
Value ($000) $348 Shares 4,230 Est. Cost $43.99 Unrealized +92.1%
SRE Sempra Energy 0.1%
Value ($000) $345 Shares 3,931 Est. Cost $79.32 Unrealized +6.3%
DLTR Dollar Tree 0.1%
Value ($000) $342 Shares 4,565 Est. Cost $112.25 Unrealized -38.8%
IJK Ishares Tr S&P Midcap 400 Growth ETF 0.1%
Value ($000) $342 Shares 3,760 Est. Cost $82.12 Unrealized
CTAS Cintas Corp 0.1%
Value ($000) $341 Shares 1,868 Est. Cost $190.59 Unrealized +9.3%
ZBH Zimmer Biomet Holdings Inc 0.1%
Value ($000) $339 Shares 3,213 Est. Cost $115.97 Unrealized -8.6%
XLV Health Care - SPDR Select Sector ETF 0.1%
Value ($000) $335 Shares 2,433 Est. Cost $141.80 Unrealized
DD Dupont De Nemours Inc Corp Common 0.1%
Value ($000) $327 Shares 4,289 Est. Cost $30.63 Unrealized +10.5%
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $324 Shares 804 Est. Cost $422.00 Unrealized +9.8%
FTNT Fortinet Inc. 0.0%
Value ($000) $319 Shares 3,375 Est. Cost $66.31 Unrealized +34.1%
AGG Ishares Tr Core U S Aggregate Bd ETF 0.0%
Value ($000) $315 Shares 3,252 Est. Cost $101.89 Unrealized
XLF Financials - SPDR Select Sector ETF 0.0%
Value ($000) $314 Shares 6,492 Est. Cost $42.00 Unrealized
BA Boeing Company 0.0%
Value ($000) $313 Shares 1,770 Est. Cost $211.95 Unrealized -26.0%
IEMG Ishares Inc Core MSCI Emerging Mkts ETF 0.0%
Value ($000) $312 Shares 5,980 Est. Cost $52.71 Unrealized
IWP iShares Russell Mid Cap Growth ETF 0.0%
Value ($000) $300 Shares 2,368 Est. Cost $121.57 Unrealized
MLM Martin Marietta Materials Inc 0.0%
Value ($000) $298 Shares 576 Est. Cost $513.55 Unrealized +9.7%
LULU Lululemon Athletica Inc 0.0%
Value ($000) $296 Shares 773 Est. Cost $334.33 Unrealized -2.3%
AXP American Express Company 0.0%
Value ($000) $294 Shares 990 Est. Cost $90.44 Unrealized +213.5%
GOVT Ishares US Treasury Bond ETF 0.0%
Value ($000) $294 Shares 12,772 Est. Cost $22.86 Unrealized
CARR Carrier Global Corp Common 0.0%
Value ($000) $287 Shares 4,206 Est. Cost $57.57 Unrealized +29.2%
TTWO Take-Two Interactive Software Inc 0.0%
Value ($000) $286 Shares 1,555 Est. Cost $158.75 Unrealized +9.3%
IJH Ishares Tr Core S&P Mid-Cap ETF 0.0%
Value ($000) $284 Shares 4,550 Est. Cost $65.36 Unrealized
SPGP Invesco S&P 500 Garp ETF 0.0%
Value ($000) $283 Shares 2,700 Est. Cost $104.88 Unrealized
IVE Ishares S&P 500 Value ETF 0.0%
Value ($000) $276 Shares 1,446 Est. Cost $180.33 Unrealized
EOG EOG Resources Inc Common 0.0%
Value ($000) $272 Shares 2,220 Est. Cost $92.01 Unrealized +34.0%
VCLT Vanguard Long-Term Corp Bond Index Fund 0.0%
Value ($000) $267 Shares 3,574 Est. Cost $95.35 Unrealized
MELI Mercadolibre Inc 0.0%
Value ($000) $260 Shares 153 Est. Cost $1882.53 Unrealized +3.4%
IWN Ishares Russell 2000 Val Ind 0.0%
Value ($000) $253 Shares 1,544 Est. Cost $146.69 Unrealized
NKE Nike Inc Cl B 0.0%
Value ($000) $252 Shares 3,329 Est. Cost $101.34 Unrealized -24.5%
BBY Best Buy Inc 0.0%
Value ($000) $251 Shares 2,925 Est. Cost $84.50 Unrealized +1.6%
T AT&T Inc 0.0%
Value ($000) $250 Shares 10,973 Est. Cost $17.60 Unrealized +22.2%
CMG Chipotle Mexican Grill Inc Common 0.0%
Value ($000) $245 Shares 4,065 Est. Cost $59.09 Unrealized +2.0%
PYPL Paypal Holdings Inc 0.0%
Value ($000) $245 Shares 2,870 Est. Cost $68.19 Unrealized +23.0%
ONB Old National Bancorp 0.0%
Value ($000) $241 Shares 11,120 Est. Cost $17.21 Unrealized +20.9%
OMC Omnicom Group Inc 0.0%
Value ($000) $240 Shares 2,795 Est. Cost $91.35 Unrealized +3.9%
BP BP P.L.C. 0.0%
Value ($000) $236 Shares 7,970 Est. Cost $29.87 Unrealized
CMCSA Comcast Corporation (New) 0.0%
Value ($000) $227 Shares 6,053 Est. Cost $40.09 Unrealized -0.2%
INTC Intel Corporation 0.0%
Value ($000) $224 Shares 11,156 Est. Cost $31.53 Unrealized -28.5%
EPD Enterprise Products Partners LP 0.0%
Value ($000) $217 Shares 6,925 Est. Cost $26.39 Unrealized
STT State St Corp 0.0%
Value ($000) $216 Shares 2,200 Est. Cost $78.76 Unrealized +15.8%
ENB Enbridge Inc Common 0.0%
Value ($000) $215 Shares 5,076 Est. Cost $33.55 Unrealized +16.9%
NTRS Northern Trust Corp 0.0%
Value ($000) $213 Shares 2,075 Est. Cost $93.86 Unrealized +5.5%
EFAV Ishares Msci Eafe Min Vol Factor ETF 0.0%
Value ($000) $212 Shares 3,000 Est. Cost $70.71 Unrealized
IWO Ishares Russell 2000 Growth ETF 0.0%
Value ($000) $212 Shares 736 Est. Cost $260.20 Unrealized
TSM Taiwan Semicondutor Mfg 0.0%
Value ($000) $211 Shares 1,068 Est. Cost $78.66 Unrealized
VGT Vanguard Information Technology ETF 0.0%
Value ($000) $211 Shares 339 Est. Cost $408.09 Unrealized
SPDW SPDR Portfolio World EX-US ETF 0.0%
Value ($000) $208 Shares 6,096 Est. Cost $34.37 Unrealized
GIS General Mills 0.0%
Value ($000) $206 Shares 3,230 Est. Cost $55.32 Unrealized +15.8%
GEV GE Vernova Inc Com 0.0%
Value ($000) $203 Shares 618 Est. Cost $182.48 Unrealized +70.9%
MSI Motorola Solutions Inc Common New 0.0%
Value ($000) $201 Shares 434 Est. Cost $200.10 Unrealized +134.1%
SPXL Direxion Daily S&P 500 Bull 3x Shares ETF 0.0%
Value ($000) $198 Shares 1,175 Est. Cost $27.33 Unrealized
IJR Ishares S&P Small Cap 600 Index Fund 0.0%
Value ($000) $196 Shares 1,701 Est. Cost $109.32 Unrealized
LHX L3harris Technologies Inc 0.0%
Value ($000) $196 Shares 931 Est. Cost $207.50 Unrealized +13.0%
XLU Utilities - SPDR Select Sector ETF 0.0%
Value ($000) $196 Shares 2,586 Est. Cost $58.14 Unrealized
SPSM SPDR Portfolio Small Cap ETF 0.0%
Value ($000) $190 Shares 4,233 Est. Cost $42.35 Unrealized
EW Edwards Lifesciences Corp Common 0.0%
Value ($000) $189 Shares 2,550 Est. Cost $71.65 Unrealized -2.3%
SHOP Shopify Inc 0.0%
Value ($000) $186 Shares 1,750 Est. Cost $69.07 Unrealized +40.8%
MET Metlife Inc 0.0%
Value ($000) $185 Shares 2,257 Est. Cost $40.23 Unrealized +100.5%
XNTK Spdr NYSE Technology ETF 0.0%
Value ($000) $185 Shares 915 Est. Cost $118.39 Unrealized
AEP American Electric Power Co 0.0%
Value ($000) $184 Shares 1,990 Est. Cost $57.76 Unrealized +61.2%
MRSH Marsh & McLennan Cos Inc Common 0.0%
Value ($000) $183 Shares 862 Est. Cost $149.63 Unrealized +45.5%
MBB Ishares Barclays Mbs Bond Fund ETF 0.0%
Value ($000) $182 Shares 1,980 Est. Cost $91.72 Unrealized
ITOT IShares Trust S&P 1500 Total US Stock Mkt ETF 0.0%
Value ($000) $171 Shares 1,331 Est. Cost $78.93 Unrealized
ZTS Zoetis Inc Class A 0.0%
Value ($000) $170 Shares 1,043 Est. Cost $177.41 Unrealized -0.6%
SLF Sun Life Finl Inc Common 0.0%
Value ($000) $169 Shares 2,844 Est. Cost $39.86 Unrealized +48.0%
VEU Vanguard Ftse All World Ex US Index Fund ETF 0.0%
Value ($000) $169 Shares 2,939 Est. Cost $50.36 Unrealized
KMB Kimberly-Clark Corp 0.0%
Value ($000) $168 Shares 1,285 Est. Cost $113.48 Unrealized +14.7%
IYM Ishares Tr DJ Basic Material 0.0%
Value ($000) $166 Shares 1,275 Est. Cost $101.90 Unrealized
SPYG SPDR Portfolio S&P 500 Growth ETF 0.0%
Value ($000) $160 Shares 1,815 Est. Cost $82.94 Unrealized
GEHC GE Healthcare Technologies Inc 0.0%
Value ($000) $158 Shares 2,018 Est. Cost $81.77 Unrealized +3.8%
NRG NRG Energy Inc 0.0%
Value ($000) $155 Shares 1,718 Est. Cost $32.10 Unrealized +184.2%
UBS UBS Group AG 0.0%
Value ($000) $154 Shares 5,075 Est. Cost $31.70 Unrealized 0.0%
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $154 Shares 216 Est. Cost $659.94 Unrealized +26.5%
VFH Vanguard Financials ETF 0.0%
Value ($000) $153 Shares 1,300 Est. Cost $109.91 Unrealized
JEPQ JPMorgan NASDAQ Equity Premium Income ETF 0.0%
Value ($000) $153 Shares 2,720 Est. Cost $53.23 Unrealized
LNG Cheniere Energy Inc Common New 0.0%
Value ($000) $150 Shares 700 Est. Cost $161.68 Unrealized +25.6%
DVN Devon Energy Corporation New 0.0%
Value ($000) $150 Shares 4,580 Est. Cost $53.49 Unrealized -31.9%
CI Cigna Corp Common 0.0%
Value ($000) $149 Shares 539 Est. Cost $211.97 Unrealized +46.9%
RPM RPM International Inc Common 0.0%
Value ($000) $148 Shares 1,200 Est. Cost $115.74 Unrealized +14.0%
ECL Ecolab Inc 0.0%
Value ($000) $148 Shares 630 Est. Cost $241.28 Unrealized +1.8%
MGY Magnolia Oil & Gas Corp Class A Common 0.0%
Value ($000) $146 Shares 6,250 Est. Cost $21.64 Unrealized +20.0%
ADSK Autodesk Inc 0.0%
Value ($000) $145 Shares 492 Est. Cost $229.92 Unrealized +28.5%
VVV Valvoline Inc 0.0%
Value ($000) $145 Shares 4,003 Est. Cost $36.09 Unrealized +10.9%
MRVL Marvell Technology Inc Common 0.0%
Value ($000) $144 Shares 1,300 Est. Cost $71.48 Unrealized +29.4%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $142 Shares 2,949 Est. Cost $46.88 Unrealized +1.1%
EME Emcor Group Inc Common 0.0%
Value ($000) $140 Shares 309 Est. Cost $350.21 Unrealized +34.8%
XLP Consumer Staples - SPDR Select Sector ETF 0.0%
Value ($000) $140 Shares 1,780 Est. Cost $77.54 Unrealized
PPG PPG Industries Inc 0.0%
Value ($000) $136 Shares 1,135 Est. Cost $130.70 Unrealized -7.0%
BF/A Brown Forman Corp Class A 0.0%
Value ($000) $135 Shares 3,580 Est. Cost $42.62 Unrealized -1.9%
DRI Darden Restaurants 0.0%
Value ($000) $134 Shares 720 Est. Cost $126.25 Unrealized +28.8%
VBK Vanguard Small-Cap Growth ETF 0.0%
Value ($000) $130 Shares 463 Est. Cost $213.80 Unrealized
DWM Wisdomtree International Equity Fund Eqy ETF 0.0%
Value ($000) $127 Shares 2,415 Est. Cost $49.57 Unrealized
RSG Republic Services Inc 0.0%
Value ($000) $126 Shares 625 Est. Cost $141.11 Unrealized +44.8%
CEG Constellation Energy Corp Common 0.0%
Value ($000) $123 Shares 548 Est. Cost $202.19 Unrealized +22.5%
USIG Ishares Broad Usd Investment Gr Corp Bond ETF 0.0%
Value ($000) $122 Shares 2,427 Est. Cost $50.33 Unrealized
KMI Kinder Morgan Inc Del 0.0%
Value ($000) $121 Shares 4,414 Est. Cost $17.54 Unrealized +41.8%
Total Se 0.0%
Value ($000) $120 Shares 2,204 Est. Cost $19.99 Unrealized
D Dominion Energy Inc 0.0%
Value ($000) $117 Shares 2,176 Est. Cost $51.09 Unrealized +5.8%
RBCAA Republic Bancorp Inc Class A 0.0%
Value ($000) $117 Shares 1,675 Est. Cost $50.91 Unrealized +40.2%
SOLV Solventum Corp Com 0.0%
Value ($000) $116 Shares 1,760 Est. Cost $60.63 Unrealized +15.5%
MNST Monster Beverage Corp 0.0%
Value ($000) $116 Shares 2,199 Est. Cost $46.83 Unrealized +13.2%
AFL AFLAC Inc 0.0%
Value ($000) $114 Shares 1,100 Est. Cost $94.00 Unrealized +13.2%
WEC Wec Energy Group Inc 0.0%
Value ($000) $113 Shares 1,206 Est. Cost $67.29 Unrealized +38.8%
SAP SAP SE ADR 0.0%
Value ($000) $111 Shares 450 Est. Cost $246.21 Unrealized
INTU Intuit Inc. 0.0%
Value ($000) $110 Shares 175 Est. Cost $613.88 Unrealized +3.4%
XLC Communication Services - SPDR Select Sector ETF 0.0%
Value ($000) $110 Shares 1,132 Est. Cost $76.76 Unrealized
XLB Materials - SPDR Select Sector ETF 0.0%
Value ($000) $108 Shares 1,285 Est. Cost $31.21 Unrealized
ASH Ashland Global Hldgs 0.0%
Value ($000) $106 Shares 1,489 Est. Cost $73.64 Unrealized +5.1%
HRB H & R Block Inc. 0.0%
Value ($000) $106 Shares 2,000 Est. Cost $56.67 Unrealized 0.0%
SUB iShares National Muni Bond ETF 0.0%
Value ($000) $103 Shares 977 Est. Cost $104.60 Unrealized
IVOO Vanguard S&P Mid-Cap 400 ETF 0.0%
Value ($000) $100 Shares 948 Est. Cost $105.50 Unrealized
WST West Pharmaceutical Services 0.0%
Value ($000) $98 Shares 300 Est. Cost $304.99 Unrealized +2.8%
IGM Ishares Expanded Tech Sector ETF 0.0%
Value ($000) $98 Shares 960 Est. Cost $99.94 Unrealized
ACWX Ishares Msci Acwi Ex US ETF 0.0%
Value ($000) $98 Shares 1,876 Est. Cost $53.13 Unrealized
FCX Freeport-McMoran Inc 0.0%
Value ($000) $97 Shares 2,560 Est. Cost $37.23 Unrealized +18.3%
AZN Astrazeneca PLC ADR 0.0%
Value ($000) $97 Shares 1,483 Est. Cost $68.52 Unrealized
DHS Wisdomtree US High Dividend Fund ETF 0.0%
Value ($000) $93 Shares 1,000 Est. Cost $86.66 Unrealized
WFC Wells Fargo & Co New 0.0%
Value ($000) $93 Shares 1,324 Est. Cost $49.89 Unrealized +33.6%
VWO Vanguard Ftse Emerging Market ETF 0.0%
Value ($000) $93 Shares 2,107 Est. Cost $45.01 Unrealized
SLV Ishares Silver Tr 0.0%
Value ($000) $93 Shares 3,515 Est. Cost $19.07 Unrealized
MCRI Monarch Casino & Resort, Inc 0.0%
Value ($000) $93 Shares 1,173 Est. Cost $80.65 Unrealized 0.0%
IWB Ishares Russell 1000 Index 0.0%
Value ($000) $90 Shares 278 Est. Cost $314.39 Unrealized
SYF Synchrony Finl Common 0.0%
Value ($000) $89 Shares 1,376 Est. Cost $59.14 Unrealized +1.5%
DOW Dow Inc Corp Common 0.0%
Value ($000) $88 Shares 2,202 Est. Cost $41.03 Unrealized +4.7%
FITB Fifth Third Bancorp 0.0%
Value ($000) $86 Shares 2,038 Est. Cost $25.52 Unrealized +68.2%
OTIS Otis Worldwide Corp Common 0.0%
Value ($000) $83 Shares 901 Est. Cost $72.79 Unrealized +35.1%
LEN Lennar Corp Class A 0.0%
Value ($000) $83 Shares 609 Est. Cost $52.05 Unrealized +206.9%
AIVL Wisdomtree US Ai Enhanced Value Fund ETF 0.0%
Value ($000) $83 Shares 775 Est. Cost $101.78 Unrealized
VOT Vanguard Mid-Cap Growth Index ETF 0.0%
Value ($000) $81 Shares 320 Est. Cost $194.21 Unrealized
CTVA Corteva Inc Com 0.0%
Value ($000) $81 Shares 1,417 Est. Cost $57.80 Unrealized +1.1%
CSGS CSG Systems International Inc 0.0%
Value ($000) $80 Shares 1,570 Est. Cost $50.25 Unrealized 0.0%
EXPD Expeditors Intl Wash Inc 0.0%
Value ($000) $80 Shares 724 Est. Cost $105.69 Unrealized +11.1%
IQV Iqvia Holdings Inc. 0.0%
Value ($000) $80 Shares 406 Est. Cost $221.08 Unrealized -4.6%
RF Regions Financial Corp COM 0.0%
Value ($000) $79 Shares 3,369 Est. Cost $12.06 Unrealized +95.2%
KLAC Kla-tencor Corp Common 0.0%
Value ($000) $79 Shares 125 Est. Cost $398.01 Unrealized +68.1%
FE Firstenergy Corp 0.0%
Value ($000) $78 Shares 1,960 Est. Cost $35.67 Unrealized +12.0%
GABC German American Bancorp Inc Common 0.0%
Value ($000) $77 Shares 1,919 Est. Cost $30.07 Unrealized +35.4%
VTR Ventas 0.0%
Value ($000) $76 Shares 1,299 Est. Cost $60.66 Unrealized 0.0%
PRU Prudential Financial 0.0%
Value ($000) $76 Shares 644 Est. Cost $79.37 Unrealized +47.0%
GAP Gap, Inc 0.0%
Value ($000) $76 Shares 3,200 Est. Cost $21.95 Unrealized 0.0%
LDOS Leidos Holdings Inc 0.0%
Value ($000) $74 Shares 517 Est. Cost $164.34 Unrealized 0.0%
BDX Becton Dickinson & Co 0.0%
Value ($000) $74 Shares 325 Est. Cost $226.83 Unrealized -0.7%
VONG Vanguard Russell 1000 Growth Index Etf 0.0%
Value ($000) $73 Shares 711 Est. Cost $103.30 Unrealized
EXC Exelon Corp 0.0%
Value ($000) $72 Shares 1,900 Est. Cost $33.64 Unrealized +10.8%
VMC Vulcan Materials Common 0.0%
Value ($000) $71 Shares 275 Est. Cost $247.82 Unrealized +7.6%
ROK Rockwell Automation Inc 0.0%
Value ($000) $69 Shares 240 Est. Cost $181.65 Unrealized +52.0%
KHC Kraft Heinz Co 0.0%
Value ($000) $66 Shares 2,152 Est. Cost $30.84 Unrealized -0.6%
TXRH Texas Roadhouse Inc 0.0%
Value ($000) $64 Shares 355 Est. Cost $156.16 Unrealized +18.4%
TLH Ishares 10-20 Year Treasury Bond ETF 0.0%
Value ($000) $60 Shares 598 Est. Cost $100.60 Unrealized
TRV Travelers Cos Inc 0.0%
Value ($000) $60 Shares 247 Est. Cost $173.59 Unrealized +41.1%
JCI Johnson Controls International PLC Shs 0.0%
Value ($000) $59 Shares 745 Est. Cost $37.87 Unrealized +109.3%
CCI Crown Castle Intl Corp Common 0.0%
Value ($000) $57 Shares 630 Est. Cost $127.62 Unrealized -23.1%
IVW Ishares Trust S&P 500 Growth ETF 0.0%
Value ($000) $56 Shares 550 Est. Cost $103.82 Unrealized
PZA Invesco National AMT-Free Municipal Bond ETF 0.0%
Value ($000) $56 Shares 2,363 Est. Cost $23.68 Unrealized
PH Parker Hannifin Corp Common 0.0%
Value ($000) $55 Shares 87 Est. Cost $273.72 Unrealized +139.4%
GSK GSK PLC New 0.0%
Value ($000) $53 Shares 1,569 Est. Cost $0.04 Unrealized
VLTO Veralto Corp 0.0%
Value ($000) $53 Shares 519 Est. Cost $73.75 Unrealized +43.7%
SUN Sunoco LP 0.0%
Value ($000) $53 Shares 1,022 Est. Cost $51.44 Unrealized
IAU Ishares Gold Trust New ETF 0.0%
Value ($000) $52 Shares 1,060 Est. Cost $49.51 Unrealized
SPH Suburban Propane Partners LP Unit 0.0%
Value ($000) $52 Shares 3,000 Est. Cost $17.20 Unrealized
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 250 Est. Cost $133.69 Unrealized
BCE BCE Inc Common New 0.0%
Value ($000) $48 Shares 2,085 Est. Cost $39.44 Unrealized -33.7%
TROW T Rowe Price Group Inc Com 0.0%
Value ($000) $48 Shares 425 Est. Cost $102.19 Unrealized +6.7%
WPC W P Carey Inc Common 0.0%
Value ($000) $48 Shares 880 Est. Cost $67.56 Unrealized
DJT Trump Media & Technology Group 0.0%
Value ($000) $47 Shares 1,383 Est. Cost $34.74 Unrealized -8.5%
VGK Vanguard Intl Equity Index Fund Ftse Europe ETF 0.0%
Value ($000) $46 Shares 720 Est. Cost $67.81 Unrealized
BNS Bank of Nova Scotia 0.0%
Value ($000) $46 Shares 849 Est. Cost $45.71 Unrealized +13.0%
EQR Equity Residential Com Shs 0.0%
Value ($000) $45 Shares 633 Est. Cost $64.33 Unrealized +8.5%
O Realty Income Corp Common 0.0%
Value ($000) $45 Shares 850 Est. Cost $53.89 Unrealized +1.2%
LYV Live Nation Entertainment Inc Corp 0.0%
Value ($000) $45 Shares 350 Est. Cost $125.90 Unrealized 0.0%
FSK FS KKR Capital Corp 0.0%
Value ($000) $45 Shares 2,084 Est. Cost $12.63 Unrealized +39.1%
GLW Corning Incorporated 0.0%
Value ($000) $45 Shares 948 Est. Cost $31.38 Unrealized +47.7%
IGSB Ishares Trust Corporate Bond ETF 0.0%
Value ($000) $45 Shares 864 Est. Cost $78.13 Unrealized
EMB Ishares JP Morgan Usd Emerging Mkt Bond ETF 0.0%
Value ($000) $45 Shares 500 Est. Cost $89.04 Unrealized
IDA Idacorp Inc 0.0%
Value ($000) $44 Shares 407 Est. Cost $102.55 Unrealized +7.2%
DG Dollar General Corp 0.0%
Value ($000) $44 Shares 585 Est. Cost $160.98 Unrealized -52.3%
WY Weyerhaeuser Common 0.0%
Value ($000) $44 Shares 1,575 Est. Cost $29.42 Unrealized +2.2%
RDY Dr Reddy's Laboratories LTD ADR 0.0%
Value ($000) $44 Shares 2,775 Est. Cost $28.08 Unrealized
IIPR Innovative Industrial Properties Inc REIT 0.0%
Value ($000) $42 Shares 635 Est. Cost $86.16 Unrealized
WELL Welltower Inc Common 0.0%
Value ($000) $42 Shares 333 Est. Cost $113.83 Unrealized +13.1%
PGR Progressive Corp Common 0.0%
Value ($000) $42 Shares 175 Est. Cost $230.94 Unrealized +0.4%
TDS Telephone And Data Systems, Inc 0.0%
Value ($000) $41 Shares 1,200 Est. Cost $30.42 Unrealized 0.0%
MRTN Marten Transport, LTD 0.0%
Value ($000) $40 Shares 2,536 Est. Cost $16.30 Unrealized 0.0%
Walgreens Boots Alliance Inc 0.0%
Value ($000) $39 Shares 4,200 Est. Cost $9.33 Unrealized
QABA First Tr Nasdaq ABA Cmnty Bk Index Fund 0.0%
Value ($000) $39 Shares 700 Est. Cost $52.86 Unrealized
IJT Ishares Trust S&P Small Capital 600 Growth ETF 0.0%
Value ($000) $38 Shares 280 Est. Cost $146.43 Unrealized
DIA SPDR Dow Jones Industrial ETF Trust 0.0%
Value ($000) $37 Shares 88 Est. Cost $423.34 Unrealized
TDC Teradata Corp 0.0%
Value ($000) $37 Shares 1,200 Est. Cost $31.29 Unrealized 0.0%
NDAQ Nasdaq Inc Corp 0.0%
Value ($000) $37 Shares 475 Est. Cost $60.38 Unrealized +26.2%
HWM Howmet Aerospace Inc Common 0.0%
Value ($000) $36 Shares 333 Est. Cost $12.97 Unrealized +742.1%
SUI Sun Communities, Inc 0.0%
Value ($000) $36 Shares 295 Est. Cost $135.15 Unrealized
PPL PPL Corporation Corp Common 0.0%
Value ($000) $35 Shares 1,070 Est. Cost $23.59 Unrealized +34.4%
IJS Ishares S&P Small Cap 600 Value Index ETF 0.0%
Value ($000) $35 Shares 318 Est. Cost $100.63 Unrealized
EVRG Evergy Inc 0.0%
Value ($000) $34 Shares 556 Est. Cost $43.35 Unrealized +36.4%
UNF Unifirst Corp 0.0%
Value ($000) $34 Shares 200 Est. Cost $189.01 Unrealized 0.0%
EEMV Ishares Msci Emerging Markets Min Vol Factor ETF 0.0%
Value ($000) $34 Shares 590 Est. Cost $57.35 Unrealized
FBT First Tr Fund NYSE Arca Biotechnology Index Fd 0.0%
Value ($000) $33 Shares 200 Est. Cost $153.77 Unrealized
BALL Ball Corp 0.0%
Value ($000) $33 Shares 600 Est. Cost $59.19 Unrealized +1.7%
CNC Centene Corp Del Common 0.0%
Value ($000) $33 Shares 546 Est. Cost $69.04 Unrealized -9.7%
Air Transport Services Group Inc 0.0%
Value ($000) $33 Shares 1,500 Est. Cost $21.98 Unrealized
HYD Vaneck High Yield Muni ETF 0.0%
Value ($000) $33 Shares 635 Est. Cost $62.50 Unrealized
CF CF Industries Holdings Inc Common 0.0%
Value ($000) $32 Shares 378 Est. Cost $75.56 Unrealized +11.5%
SCHP Schwab US Tips ETF 0.0%
Value ($000) $32 Shares 1,242 Est. Cost $42.34 Unrealized
AZO Autozone Inc Common 0.0%
Value ($000) $32 Shares 10 Est. Cost $2550.38 Unrealized +24.1%
SLVM Sylvamo Corp Common 0.0%
Value ($000) $32 Shares 404 Est. Cost $64.53 Unrealized +28.2%
DNP Select Income FD Inc 0.0%
Value ($000) $31 Shares 3,566 Est. Cost $10.04 Unrealized
BOND Pimco Active Bond ETF 0.0%
Value ($000) $31 Shares 346 Est. Cost $94.61 Unrealized
DGRO Ishares Core Dividend Growth ETF 0.0%
Value ($000) $31 Shares 505 Est. Cost $51.80 Unrealized
XME SPDR Series Trust Metals & Mining ETF 0.0%
Value ($000) $31 Shares 545 Est. Cost $56.75 Unrealized
HLT Hilton Worldwide Holdings Inc. 0.0%
Value ($000) $31 Shares 125 Est. Cost $170.35 Unrealized +43.3%
CTRA Coterra Energy Inc 0.0%
Value ($000) $31 Shares 1,202 Est. Cost $23.53 Unrealized +1.7%
Western Asset Managed Muns Fd Inc Common 0.0%
Value ($000) $31 Shares 3,000 Est. Cost $14.00 Unrealized
CCL Carnival Corporation 0.0%
Value ($000) $30 Shares 1,212 Est. Cost $20.32 Unrealized +15.2%
DGX Quest Diagnostics Inc 0.0%
Value ($000) $30 Shares 200 Est. Cost $136.04 Unrealized +12.2%
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF 0.0%
Value ($000) $30 Shares 635 Est. Cost $49.24 Unrealized
TYL Tyler Technologies, Inc. 0.0%
Value ($000) $29 Shares 50 Est. Cost $460.76 Unrealized +31.1%
MCHP Microchip Tech Inc 0.0%
Value ($000) $29 Shares 500 Est. Cost $66.67 Unrealized -0.5%
WU Western Union Co Com 0.0%
Value ($000) $28 Shares 2,650 Est. Cost $10.60 Unrealized
ES Eversource Energy Corp Common 0.0%
Value ($000) $28 Shares 485 Est. Cost $60.33 Unrealized -2.5%
GILD Gilead Sciences Inc 0.0%
Value ($000) $28 Shares 300 Est. Cost $59.88 Unrealized +45.3%
KVUE Kenvue Inc 0.0%
Value ($000) $27 Shares 1,270 Est. Cost $19.74 Unrealized +9.8%
TLT Ishares 20 Year Trsy Bond 0.0%
Value ($000) $26 Shares 303 Est. Cost $87.33 Unrealized
TSN Tyson Foods Inc Class A 0.0%
Value ($000) $26 Shares 450 Est. Cost $61.10 Unrealized -5.0%
SNY Sanofi-Aventis 0.0%
Value ($000) $25 Shares 517 Est. Cost $56.61 Unrealized
BKNG Booking Holdings Inc 0.0%
Value ($000) $25 Shares 5 Est. Cost $3508.24 Unrealized +35.8%
ROP Roper Technologies Inc Corp 0.0%
Value ($000) $24 Shares 47 Est. Cost $524.47 Unrealized +3.8%
WBD Warner Bros. Discovery Srs 0.0%
Value ($000) $24 Shares 2,307 Est. Cost $8.56 Unrealized +8.6%
BSX Boston Scientific Corp 0.0%
Value ($000) $24 Shares 273 Est. Cost $86.41 Unrealized +1.9%
CLX Clorox Co Calif 0.0%
Value ($000) $24 Shares 150 Est. Cost $141.19 Unrealized +11.5%
HTH Hilltop Holdings Inc 0.0%
Value ($000) $24 Shares 830 Est. Cost $31.24 Unrealized 0.0%
EBAY Ebay Inc 0.0%
Value ($000) $24 Shares 380 Est. Cost $47.00 Unrealized +32.8%
RCL Royal Caribbean Cruises Ltd Shs 0.0%
Value ($000) $23 Shares 100 Est. Cost $113.98 Unrealized +91.4%
DAR Darling Ingredients Inc 0.0%
Value ($000) $23 Shares 670 Est. Cost $37.80 Unrealized 0.0%
SNX TD Synnex Corp 0.0%
Value ($000) $22 Shares 190 Est. Cost $117.73 Unrealized 0.0%
WAB Westinghouse Air Brake Technologies Corp Com 0.0%
Value ($000) $22 Shares 117 Est. Cost $167.26 Unrealized +15.1%
NEM Newmont Mining Corp (New) 0.0%
Value ($000) $22 Shares 593 Est. Cost $45.85 Unrealized -2.6%
TEVA Teva Pharmacuticals Industry 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $18.02 Unrealized
ZION Zions Bancorporation Common 0.0%
Value ($000) $22 Shares 400 Est. Cost $47.34 Unrealized +15.7%
BUD Anheuser Busch Inbev Sa/nv Sponsored ADR 0.0%
Value ($000) $20 Shares 400 Est. Cost $44.63 Unrealized
LOB Live Oak Bancshares, Inc. 0.0%
Value ($000) $20 Shares 500 Est. Cost $39.81 Unrealized +13.1%
WAT Waters Corp 0.0%
Value ($000) $20 Shares 53 Est. Cost $335.43 Unrealized +9.0%
HDB HDFC Bank Ltd ADR 0.0%
Value ($000) $19 Shares 300 Est. Cost $62.56 Unrealized
JNK SPDR Bloomberg High Yield Bond ETF 0.0%
Value ($000) $19 Shares 200 Est. Cost $106.60 Unrealized
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $19 Shares 215 Est. Cost $86.96 Unrealized -0.3%
FFBC First Financial Bancorp Corp 0.0%
Value ($000) $19 Shares 693 Est. Cost $21.85 Unrealized +19.5%
MAS Masco Corp Common 0.0%
Value ($000) $18 Shares 252 Est. Cost $48.90 Unrealized +60.3%
LYB Lyondellbasell Industries N.V., London Shs 0.0%
Value ($000) $18 Shares 241 Est. Cost $84.01 Unrealized -9.9%
MFS High Yield Municipal Tr 0.0%
Value ($000) $18 Shares 5,010 Est. Cost $3.52 Unrealized
AAXJ Ishares MSCI All Country Asia Ex Japan ETF 0.0%
Value ($000) $17 Shares 242 Est. Cost $67.75 Unrealized
VTWG Vanguard Russell 2000 Growth Index ETF 0.0%
Value ($000) $17 Shares 80 Est. Cost $207.25 Unrealized
XHB Spdr Ser Tr S&p Homebuilders ETF 0.0%
Value ($000) $17 Shares 160 Est. Cost $56.25 Unrealized
Calamos Dynamic Convertible And Income Fund 0.0%
Value ($000) $17 Shares 682 Est. Cost $0.02 Unrealized
IYE iShares U.S. Energy ETF 0.0%
Value ($000) $16 Shares 353 Est. Cost $46.34 Unrealized
GM General Motors 0.0%
Value ($000) $16 Shares 299 Est. Cost $50.92 Unrealized +1.6%
PCAR Paccar Inc 0.0%
Value ($000) $16 Shares 150 Est. Cost $48.44 Unrealized +114.4%
Blackrock Muni Holdings Fund 0.0%
Value ($000) $16 Shares 1,332 Est. Cost $11.67 Unrealized
BNDX Vanguard Total International ETF 0.0%
Value ($000) $16 Shares 316 Est. Cost $48.11 Unrealized
Nuveen Municipal Value Fund Inc 0.0%
Value ($000) $15 Shares 1,800 Est. Cost $8.59 Unrealized
MAA Mid-America Apartment Com 0.0%
Value ($000) $15 Shares 100 Est. Cost $120.75 Unrealized +23.9%
ADM Archer Danels Midland 0.0%
Value ($000) $15 Shares 300 Est. Cost $32.34 Unrealized +60.1%
VTRS Viatris Inc 0.0%
Value ($000) $15 Shares 1,188 Est. Cost $11.19 Unrealized +4.0%
OTTR Otter Tail Corp Common 0.0%
Value ($000) $15 Shares 200 Est. Cost $43.72 Unrealized +72.9%
VGIT Vanguard Intermediate Term Treasury ETF 0.0%
Value ($000) $15 Shares 250 Est. Cost $58.00 Unrealized
MFS High Income Municipal Tr 0.0%
Value ($000) $14 Shares 3,900 Est. Cost $3.68 Unrealized
CME CME Group Inc Common 0.0%
Value ($000) $14 Shares 60 Est. Cost $150.67 Unrealized +45.8%
PGF Invesco Exchange-Traded Fd Tr Finl PFD ETF 0.0%
Value ($000) $14 Shares 950 Est. Cost $18.50 Unrealized
ROBT First Trust Nasdaq Al & Robotics ETF 0.0%
Value ($000) $14 Shares 300 Est. Cost $34.00 Unrealized
CTBI Community Trust Bancorp Inc Common 0.0%
Value ($000) $13 Shares 250 Est. Cost $25.28 Unrealized +107.6%
KDP Keurig Dr Pepper Inc 0.0%
Value ($000) $13 Shares 406 Est. Cost $31.91 Unrealized +2.1%
IYF Ishares Trust DJ US Financial Financials ETF 0.0%
Value ($000) $13 Shares 115 Est. Cost $69.43 Unrealized
IBB Ishares Biotechnology ETF 0.0%
Value ($000) $13 Shares 95 Est. Cost $128.64 Unrealized
SNPS Synopsys, Inc Common 0.0%
Value ($000) $12 Shares 25 Est. Cost $480.87 Unrealized +8.7%
CDNS Cadence Design Systems Inc Corp Common 0.0%
Value ($000) $12 Shares 40 Est. Cost $247.05 Unrealized +17.7%
FICO Fair Isaac Corp 0.0%
Value ($000) $12 Shares 6 Est. Cost $749.78 Unrealized +184.9%
Ansys Inc 0.0%
Value ($000) $12 Shares 35 Est. Cost $335.12 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $12 Shares 100 Est. Cost $57.55 Unrealized +144.8%
BAX Baxter International Inc Com 0.0%
Value ($000) $12 Shares 400 Est. Cost $41.70 Unrealized -21.0%
IEF Ishares Tr Barclays 7-10 Yr Treas Bd ETF 0.0%
Value ($000) $12 Shares 125 Est. Cost $92.45 Unrealized
BIIB Biogen Incorporated 0.0%
Value ($000) $11 Shares 75 Est. Cost $319.93 Unrealized -47.3%
ARKK ARK Innovation ETF 0.0%
Value ($000) $11 Shares 200 Est. Cost $47.53 Unrealized
GBTC Grayscale Bitcoin Trust ETF 0.0%
Value ($000) $11 Shares 150 Est. Cost $53.24 Unrealized
TIP Ishares Tips Bond ETF 0.0%
Value ($000) $11 Shares 100 Est. Cost $0.11 Unrealized
SHY IShares Trust Lehman 1-3 Year Tsy Bond ETF 0.0%
Value ($000) $10 Shares 127 Est. Cost $81.98 Unrealized
SNA Snap-on Inc 0.0%
Value ($000) $10 Shares 30 Est. Cost $253.68 Unrealized +29.1%
ACWV Ishares MSCI Global Min Vol Factor ETF 0.0%
Value ($000) $10 Shares 92 Est. Cost $109.20 Unrealized
COMT Ishares GSCI Commodity Dynamic Roll Strategy ETF 0.0%
Value ($000) $10 Shares 389 Est. Cost $25.31 Unrealized
WGO Winnebago Inds Inc Common 0.0%
Value ($000) $10 Shares 200 Est. Cost $57.27 Unrealized -1.1%
BUSE First Busey Corp Common New 0.0%
Value ($000) $9 Shares 400 Est. Cost $20.33 Unrealized +19.0%
FCOM Fidelity MSCI Communication Services Index ETF 0.0%
Value ($000) $9 Shares 160 Est. Cost $46.21 Unrealized
NXPI NXP Semiconductors Nv Corp 0.0%
Value ($000) $9 Shares 45 Est. Cost $180.04 Unrealized +23.6%
IUSV Ishares Core S&P US Value ETF 0.0%
Value ($000) $9 Shares 100 Est. Cost $78.26 Unrealized
HBAN Huntington Bancshares Inc Common 0.0%
Value ($000) $9 Shares 564 Est. Cost $15.70 Unrealized 0.0%
SJM Smucker J M Common New 0.0%
Value ($000) $9 Shares 83 Est. Cost $106.68 Unrealized +3.1%
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
CMP Compass Minerals International Inc 0.0%
Value ($000) $9 Shares 800 Est. Cost $13.06 Unrealized 0.0%
VIS Vanguard Industrials ETF 0.0%
Value ($000) $9 Shares 35 Est. Cost $174.45 Unrealized
CZR Caesars Entertainment Inc Ordinary Shares 0.0%
Value ($000) $9 Shares 258 Est. Cost $37.50 Unrealized +5.6%
MTD Mettler-toledo International Inc. 0.0%
Value ($000) $9 Shares 7 Est. Cost $1235.86 Unrealized +5.6%
KMX Carmax Inc 0.0%
Value ($000) $9 Shares 104 Est. Cost $67.22 Unrealized +16.8%
HAL Halliburton Co 0.0%
Value ($000) $8 Shares 312 Est. Cost $32.52 Unrealized -13.0%
IYR Ishares Tr Dow Jones Real ES 0.0%
Value ($000) $8 Shares 90 Est. Cost $78.95 Unrealized
CNXC Concentrix Corp 0.0%
Value ($000) $8 Shares 190 Est. Cost $42.84 Unrealized 0.0%
BTI British American Tobacco PLC ADR 0.0%
Value ($000) $8 Shares 224 Est. Cost $36.58 Unrealized
CC Chemours Company 0.0%
Value ($000) $8 Shares 480 Est. Cost $18.61 Unrealized 0.0%
MYGN Myriad Genetics, Inc 0.0%
Value ($000) $8 Shares 583 Est. Cost $18.45 Unrealized 0.0%
AMLP Alps ETF Tr 0.0%
Value ($000) $8 Shares 160 Est. Cost $19.23 Unrealized
United States Steel Common 0.0%
Value ($000) $8 Shares 225 Est. Cost $22.22 Unrealized
HIW Highwoods Pptys Inc Common 0.0%
Value ($000) $8 Shares 248 Est. Cost $22.96 Unrealized
FTV Fortive Corporation 0.0%
Value ($000) $8 Shares 100 Est. Cost $52.12 Unrealized +9.6%
OGN Organon & Co Corp Com 0.0%
Value ($000) $7 Shares 500 Est. Cost $15.75 Unrealized 0.0%
BOH Bank of Hawaii Corp 0.0%
Value ($000) $7 Shares 100 Est. Cost $68.79 Unrealized -0.2%
SCHA Schwab US Small-cap ETF Small Cap 0.0%
Value ($000) $7 Shares 274 Est. Cost $25.86 Unrealized
BHF Brighthouse Finl Inc Common 0.0%
Value ($000) $7 Shares 147 Est. Cost $57.39 Unrealized -14.9%
HLN Haleon PLC 0.0%
Value ($000) $7 Shares 740 Est. Cost $8.31 Unrealized
MAR Marriott Intl Inc New Cl A 0.0%
Value ($000) $7 Shares 25 Est. Cost $168.95 Unrealized +60.7%
SONY Sony Group Corporation ADR 0.0%
Value ($000) $7 Shares 325 Est. Cost $21.16 Unrealized
WSBC Wesbanco Inc Common 0.0%
Value ($000) $7 Shares 200 Est. Cost $35.37 Unrealized -6.4%
TDY Teledyne Technologies Inc. 0.0%
Value ($000) $6 Shares 14 Est. Cost $466.01 Unrealized 0.0%
ALK Alaska Air Group Inc Corp Common 0.0%
Value ($000) $6 Shares 100 Est. Cost $67.73 Unrealized -22.4%
GWW Grainger W Inc Common 0.0%
Value ($000) $6 Shares 6 Est. Cost $452.39 Unrealized +146.7%
XEL XCEL Energy Inc 0.0%
Value ($000) $6 Shares 90 Est. Cost $64.42 Unrealized 0.0%
MSCI MSCI Inc. 0.0%
Value ($000) $6 Shares 10 Est. Cost $473.00 Unrealized +25.1%
ICLN Ishares Global Clean Energy ETF 0.0%
Value ($000) $6 Shares 525 Est. Cost $20.90 Unrealized
HMC Honda Motor Co LTD ADR 0.0%
Value ($000) $6 Shares 206 Est. Cost $31.73 Unrealized
ALGN Align Technology Inc 0.0%
Value ($000) $6 Shares 28 Est. Cost $237.06 Unrealized -5.8%
VHT Vanguard Health Care ETF 0.0%
Value ($000) $6 Shares 23 Est. Cost $229.35 Unrealized
DELL Dell Technologies Inc Com 0.0%
Value ($000) $6 Shares 50 Est. Cost $90.57 Unrealized +36.0%
NDSN Nordson Corp. 0.0%
Value ($000) $6 Shares 27 Est. Cost $215.66 Unrealized +12.5%
RVTY Perkinelmer Inc 0.0%
Value ($000) $6 Shares 50 Est. Cost $95.91 Unrealized +22.1%
XYZ Block Inc 0.0%
Value ($000) $6 Shares 65 Est. Cost $79.35 Unrealized +3.4%
IBIT iShares Bitcoin Trust ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $36.13 Unrealized
ATNI ATN International Inc 0.0%
Value ($000) $5 Shares 315 Est. Cost $21.75 Unrealized 0.0%
MFS Investment Grade Municipal 0.0%
Value ($000) $5 Shares 648 Est. Cost $7.99 Unrealized
NOC Northrop Grumman Corp Common 0.0%
Value ($000) $5 Shares 10 Est. Cost $439.29 Unrealized +12.2%
SPG Simon Property Group INC Prop Grp REIT 0.0%
Value ($000) $4 Shares 25 Est. Cost $91.23 Unrealized +81.5%
VDC Vanguard Consumer Staples Index Fund ETF 0.0%
Value ($000) $4 Shares 20 Est. Cost $180.07 Unrealized
SGOV Ishares Trust 0-3 Month Treasury Bond ETF 0.0%
Value ($000) $4 Shares 42 Est. Cost $100.31 Unrealized
SWK Stanley Black & Decker Inc Common 0.0%
Value ($000) $4 Shares 50 Est. Cost $90.38 Unrealized -2.6%
ET Energy Transfer LP 0.0%
Value ($000) $4 Shares 200 Est. Cost $16.05 Unrealized
FMC FMC Corp 0.0%
Value ($000) $4 Shares 80 Est. Cost $100.25 Unrealized -45.3%
HAP Vaneck Natural Resources ETF 0.0%
Value ($000) $4 Shares 85 Est. Cost $33.66 Unrealized
Hess Corp 0.0%
Value ($000) $4 Shares 29 Est. Cost $146.52 Unrealized
USHY Ishares Broad Usd High Yield Corp Bond ETF 0.0%
Value ($000) $4 Shares 104 Est. Cost $35.98 Unrealized
BBJP JPMorgan Betabuilders Japan ETF 0.0%
Value ($000) $4 Shares 66 Est. Cost $54.89 Unrealized
FBIN Fortune Brands Home & Security, Inc 0.0%
Value ($000) $3 Shares 50 Est. Cost $76.74 Unrealized +1.8%
Uniti Group Inc Common 0.0%
Value ($000) $3 Shares 620 Est. Cost $5.50 Unrealized
INVZ Innoviz Technologies Ltd Corp 0.0%
Value ($000) $3 Shares 2,000 Est. Cost $4.79 Unrealized -82.8%
ESAB ESAB Corp 0.0%
Value ($000) $3 Shares 28 Est. Cost $98.52 Unrealized +22.1%
AMX America Movil Sab DE ADR Cls B 0.0%
Value ($000) $3 Shares 234 Est. Cost $21.64 Unrealized
COIN Coin UW Equity Common 0.0%
Value ($000) $3 Shares 13 Est. Cost $179.97 Unrealized +41.1%
SCHF Schwab Strategic Trust International Equity ETF 0.0%
Value ($000) $3 Shares 174 Est. Cost $27.08 Unrealized
Wolfspeed Inc 0.0%
Value ($000) $3 Shares 464 Est. Cost $31.86 Unrealized
Churchill Cap Corp IV 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $2.61 Unrealized
PRCT Procept Biorobotics Corp 0.0%
Value ($000) $3 Shares 36 Est. Cost $71.04 Unrealized +20.3%
Livent Corp Arcadium Lithium Com 0.0%
Value ($000) $3 Shares 560 Est. Cost $3.36 Unrealized
MPAA Motorcar Parts of America, Inc 0.0%
Value ($000) $3 Shares 374 Est. Cost $6.79 Unrealized 0.0%
USFD US Foods Holding Corp. 0.0%
Value ($000) $3 Shares 41 Est. Cost $39.68 Unrealized +65.3%
DAL Delta Air Lines Inc Del Common New 0.0%
Value ($000) $3 Shares 45 Est. Cost $42.88 Unrealized +36.0%
VXF Vanguard Extended Market Index ETF 0.0%
Value ($000) $3 Shares 14 Est. Cost $182.00 Unrealized
STLA Stellantis N V F 0.0%
Value ($000) $3 Shares 200 Est. Cost $15.00 Unrealized
EXR Extra Space Storage Inc REIT 0.0%
Value ($000) $3 Shares 17 Est. Cost $115.65 Unrealized +34.3%
VPU Vanguard Utilities ETF 0.0%
Value ($000) $2 Shares 15 Est. Cost $138.07 Unrealized
SLYG Spdr DJ Wilshire Small Cap Gr ETF S&P 600 0.0%
Value ($000) $2 Shares 27 Est. Cost $76.96 Unrealized
EH Ehang Holdings, ltd 0.0%
Value ($000) $2 Shares 150 Est. Cost $15.75 Unrealized
BSJP Invesco BulletShares 2025 Hi Yld Corp Bd ETF 0.0%
Value ($000) $2 Shares 102 Est. Cost $23.26 Unrealized
BSJQ Invesco BulletShares 2026 Hi Yld Corp Bd ETF 0.0%
Value ($000) $2 Shares 101 Est. Cost $23.62 Unrealized
ARKX Ark ETF Trust Space Exploration & Innovation 0.0%
Value ($000) $2 Shares 100 Est. Cost $19.52 Unrealized
SCHH Schwab Strategic Tr ETF 0.0%
Value ($000) $2 Shares 90 Est. Cost $20.78 Unrealized
NLOP Net Lease Office Properties 0.0%
Value ($000) $2 Shares 58 Est. Cost $24.62 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 +22.8%
NOBL Proshares S&P 500 Dividend Aristocrats ETF 0.0%
Value ($000) $2 Shares 17 Est. Cost $87.68 Unrealized
VAW Vanguard Materials Index Fund ETF 0.0%
Value ($000) $2 Shares 8 Est. Cost $161.01 Unrealized
HCA Health Corp America 0.0%
Value ($000) $2 Shares 5 Est. Cost $218.18 Unrealized +58.7%
SAM Boston Beer Co, Inc 0.0%
Value ($000) $2 Shares 5 Est. Cost $278.81 Unrealized +8.2%
LAC Lithium Americas Corp 0.0%
Value ($000) $1 Shares 500 Est. Cost $4.42 Unrealized -21.6%
Lithium Americas Corp Argentina 0.0%
Value ($000) $1 Shares 500 Est. Cost $3.20 Unrealized
NVAX Novavax, Inc Common 0.0%
Value ($000) $1 Shares 142 Est. Cost $8.46 Unrealized +13.9%
VDE Vanguard World Funds Vanguard Energy ETF 0.0%
Value ($000) $1 Shares 8 Est. Cost $121.25 Unrealized
ENPH Enphase Energy Inc Corp Common 0.0%
Value ($000) $1 Shares 14 Est. Cost $204.40 Unrealized -61.2%
DXJ Wisdomtree Trust Japan Hedged Equity Fund 0.0%
Value ($000) $1 Shares 8 Est. Cost $110.25 Unrealized
VOX Vanguard Communication Services ETF 0.0%
Value ($000) $1 Shares 5 Est. Cost $155.00 Unrealized
BSV Vanguard Bond Index ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $77.30 Unrealized
MBC Masterbrand Inc 0.0%
Value ($000) $1 Shares 50 Est. Cost $15.85 Unrealized +7.6%
Amplify Alternative Harvest ETF Harv 0.0%
Value ($000) $1 Shares 295 Est. Cost $3.32 Unrealized
Invesco Sr Income Tr Common 0.0%
Value ($000) $0 Shares 100 Est. Cost $3.95 Unrealized
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 -25.2%
SAN Banco Santander S A ADR 0.0%
Value ($000) $0 Shares 15 Est. Cost $5.13 Unrealized
NOK Nokia Corporation ADR 'A' 0.0%
Value ($000) $0 Shares 12 Est. Cost $4.42 Unrealized
LTBR Lightbridge Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $3.00 Unrealized