Independence Bank of Kentucky Diversified Active

CIK: 0001730479 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 11, 2025

Total Value ($000): $639,589 (100.0% shares, 0.0% debt)

Holdings (613)

SPY S&P 500 Tr UTS Unit 1 Ser 11.5%
Value ($000) $73,395 Shares 131,205 Est. Cost $535.17 Unrealized
MSFT Microsoft Corp 4.2%
Value ($000) $26,814 Shares 71,431 Est. Cost $347.42 Unrealized +16.6%
AAPL Apple Incorporated 4.1%
Value ($000) $26,090 Shares 117,455 Est. Cost $148.72 Unrealized +55.2%
JPM JP Morgan Chase & Co 3.6%
Value ($000) $22,759 Shares 92,782 Est. Cost $172.19 Unrealized +45.7%
VTI Vanguard Total Stock Market ETF 2.7%
Value ($000) $17,285 Shares 62,892 Est. Cost $281.84 Unrealized
AMZN Amazon Com Inc 2.4%
Value ($000) $15,461 Shares 81,265 Est. Cost $152.84 Unrealized +42.0%
NVDA Nvidia Corp Common 2.2%
Value ($000) $13,906 Shares 128,306 Est. Cost $110.78 Unrealized +14.4%
GOOGL Alphabet Inc Class A 2.2%
Value ($000) $13,875 Shares 89,725 Est. Cost $132.93 Unrealized +35.9%
V Visa Inc 1.7%
Value ($000) $11,021 Shares 31,447 Est. Cost $206.05 Unrealized +63.2%
META Meta Platform, Inc. 1.6%
Value ($000) $10,159 Shares 17,627 Est. Cost $319.00 Unrealized +101.6%
PG Procter & Gamble Co 1.3%
Value ($000) $8,403 Shares 49,306 Est. Cost $117.52 Unrealized +39.5%
IWR Ishares Russell Midcap Index 1.2%
Value ($000) $7,506 Shares 88,239 Est. Cost $70.57 Unrealized
VOO Vanguard S&P 500 Index ETF 1.2%
Value ($000) $7,403 Shares 14,406 Est. Cost $416.74 Unrealized
JNJ Johnson & Johnson 1.2%
Value ($000) $7,364 Shares 44,404 Est. Cost $132.25 Unrealized +15.3%
EFA Ishares Tr MSCI EAFE Index 1.1%
Value ($000) $7,266 Shares 88,898 Est. Cost $71.44 Unrealized
LLY Lilly Eli & Co 1.1%
Value ($000) $6,869 Shares 8,317 Est. Cost $486.37 Unrealized +70.0%
CVX Chevron Corporation 1.1%
Value ($000) $6,790 Shares 40,591 Est. Cost $117.28 Unrealized +28.3%
HD Home Depot Inc 1.0%
Value ($000) $6,558 Shares 17,893 Est. Cost $341.02 Unrealized +11.6%
USMV Ishares Msci Usa Min Vol Factor ETF 1.0%
Value ($000) $6,334 Shares 67,628 Est. Cost $85.75 Unrealized
PEP Pepsico Inc 0.9%
Value ($000) $5,856 Shares 39,055 Est. Cost $138.65 Unrealized +3.5%
IWM Russell 2000 Index Fund 0.9%
Value ($000) $5,786 Shares 29,006 Est. Cost $187.19 Unrealized
VYM Vanguard High Dividend Yield ETF 0.8%
Value ($000) $5,263 Shares 40,810 Est. Cost $121.13 Unrealized
ABBV Abbvie Inc Com 0.8%
Value ($000) $5,249 Shares 25,052 Est. Cost $127.43 Unrealized +48.6%
ADP Automatic Data Processing 0.8%
Value ($000) $5,092 Shares 16,665 Est. Cost $280.97 Unrealized +5.1%
SPGI S&P Global Inc Common 0.8%
Value ($000) $5,082 Shares 10,001 Est. Cost $453.11 Unrealized +12.0%
OEF Ishares S&P 100 Index Fund ETF 0.7%
Value ($000) $4,736 Shares 17,486 Est. Cost $287.52 Unrealized
BRK/B Berkshire Hathaway Inc Del Cl B New 0.7%
Value ($000) $4,651 Shares 8,733 Est. Cost $388.63 Unrealized +25.1%
ORCL Oracle Corp 0.7%
Value ($000) $4,643 Shares 33,207 Est. Cost $115.64 Unrealized +39.7%
WMT Wal Mart Inc 0.7%
Value ($000) $4,570 Shares 52,056 Est. Cost $63.26 Unrealized +46.9%
ABT Abbott Labs 0.7%
Value ($000) $4,375 Shares 32,978 Est. Cost $98.29 Unrealized +27.7%
UNH United Health Group Inc 0.7%
Value ($000) $4,352 Shares 8,310 Est. Cost $460.80 Unrealized +8.4%
XOM Exxon Mobil Corp 0.7%
Value ($000) $4,264 Shares 35,852 Est. Cost $64.71 Unrealized +65.7%
NEE Nextera Energy Inc 0.6%
Value ($000) $3,844 Shares 54,231 Est. Cost $62.03 Unrealized +10.7%
VRT Vertiv Holdings Co Cl A 0.6%
Value ($000) $3,810 Shares 52,773 Est. Cost $96.65 Unrealized +10.0%
ASML ASML Holding NV 0.6%
Value ($000) $3,794 Shares 5,726 Est. Cost $722.15 Unrealized
MA Mastercard Inc 0.6%
Value ($000) $3,726 Shares 6,797 Est. Cost $443.73 Unrealized +22.2%
MRK Merck & Co Inc New Com 0.6%
Value ($000) $3,648 Shares 40,647 Est. Cost $93.30 Unrealized -3.4%
LOW Lowes Cos Inc 0.5%
Value ($000) $3,418 Shares 14,655 Est. Cost $109.31 Unrealized +121.4%
SDY SPDR S&P Dividend ETF 0.5%
Value ($000) $3,326 Shares 24,517 Est. Cost $131.60 Unrealized
DON Wisdomtree US Midcap Dividend Fund ETF 0.5%
Value ($000) $3,290 Shares 66,440 Est. Cost $48.97 Unrealized
QQQ Invesco QQQ Tr Unit Ser 1 0.5%
Value ($000) $3,265 Shares 6,963 Est. Cost $446.04 Unrealized
WM Waste Management Inc New 0.5%
Value ($000) $3,257 Shares 14,068 Est. Cost $167.50 Unrealized +30.4%
IVV Ishares Tr Core S&P 500 ETF 0.5%
Value ($000) $3,212 Shares 5,717 Est. Cost $524.69 Unrealized
MO Altria Group Inc 0.5%
Value ($000) $3,189 Shares 53,135 Est. Cost $35.28 Unrealized +44.6%
CRM Salesforce Common Inc 0.5%
Value ($000) $3,166 Shares 11,799 Est. Cost $166.32 Unrealized +85.8%
AVGO Broadcom Inc 0.5%
Value ($000) $3,143 Shares 18,775 Est. Cost $163.13 Unrealized +28.6%
ICE Intercontinental Exchange Inc 0.5%
Value ($000) $2,995 Shares 17,363 Est. Cost $91.16 Unrealized +77.8%
AMD Advanced Micro Devices Inc Corp Common 0.5%
Value ($000) $2,986 Shares 29,065 Est. Cost $147.43 Unrealized -24.6%
KO Coca Cola Co 0.5%
Value ($000) $2,896 Shares 40,430 Est. Cost $41.27 Unrealized +57.4%
EEM Ishares MSCI Emerging Mkts Index Fund 0.4%
Value ($000) $2,844 Shares 65,070 Est. Cost $46.78 Unrealized
SYK Stryker Corp 0.4%
Value ($000) $2,794 Shares 7,507 Est. Cost $316.43 Unrealized +19.2%
TJX TJX Companies Inc 0.4%
Value ($000) $2,690 Shares 22,088 Est. Cost $61.46 Unrealized +95.4%
MCD McDonalds Corp 0.4%
Value ($000) $2,681 Shares 8,584 Est. Cost $243.36 Unrealized +20.4%
PM Philip Morris Int Inc 0.4%
Value ($000) $2,587 Shares 16,297 Est. Cost $79.68 Unrealized +71.9%
DIS Disney (Walt) Company 0.4%
Value ($000) $2,562 Shares 25,953 Est. Cost $100.50 Unrealized +5.8%
MDY Spdr State St Global Adv S&P Midcap 400 ETF 0.4%
Value ($000) $2,555 Shares 4,789 Est. Cost $569.58 Unrealized
COST Costco Wholesale Corp Com 0.4%
Value ($000) $2,427 Shares 2,566 Est. Cost $694.59 Unrealized +39.7%
XLE Energy - SPDR Select Sector ETF 0.4%
Value ($000) $2,407 Shares 25,760 Est. Cost $54.49 Unrealized
GD General Dynamics Corp 0.4%
Value ($000) $2,394 Shares 8,782 Est. Cost $177.07 Unrealized +44.5%
GOOG Alphabet Inc Class C 0.4%
Value ($000) $2,329 Shares 14,907 Est. Cost $147.64 Unrealized +23.6%
AVUV Avantis US Small Cap Value ETF 0.4%
Value ($000) $2,303 Shares 26,420 Est. Cost $89.31 Unrealized
IWF Ishares Tr Russell 1000 Growth 0.4%
Value ($000) $2,298 Shares 6,363 Est. Cost $267.65 Unrealized
UPS United Parcel Service 0.4%
Value ($000) $2,286 Shares 20,782 Est. Cost $112.51 Unrealized +0.1%
BLK Blackrock Funding Inc 0.4%
Value ($000) $2,269 Shares 2,397 Est. Cost $961.85 Unrealized 0.0%
USB US Bancorp Del 0.4%
Value ($000) $2,249 Shares 53,275 Est. Cost $38.19 Unrealized +15.7%
TMUS T-mobile US Inc Common 0.3%
Value ($000) $2,190 Shares 8,211 Est. Cost $144.67 Unrealized +68.0%
SYY Sysco Corp 0.3%
Value ($000) $2,165 Shares 28,847 Est. Cost $72.43 Unrealized -1.6%
PANW Palo Alto Networks Inc Common 0.3%
Value ($000) $2,139 Shares 12,536 Est. Cost $130.51 Unrealized +41.7%
CHDN Churchill Downs Inc 0.3%
Value ($000) $2,054 Shares 18,489 Est. Cost $124.00 Unrealized -4.0%
DVY iShares Select Dividend ETF 0.3%
Value ($000) $2,043 Shares 15,215 Est. Cost $107.18 Unrealized
APD Air Products and Chemicals 0.3%
Value ($000) $2,016 Shares 6,837 Est. Cost $234.11 Unrealized +28.3%
ACN Accenture PLC 0.3%
Value ($000) $1,999 Shares 6,406 Est. Cost $272.43 Unrealized +28.3%
RTX Raytheon Technologies Corp Common 0.3%
Value ($000) $1,931 Shares 14,581 Est. Cost $87.68 Unrealized +42.3%
BAC Bank of America Corporation 0.3%
Value ($000) $1,905 Shares 45,650 Est. Cost $34.68 Unrealized +25.8%
VGLT Vanguard Gov't Long-Term Treasury ETF 0.3%
Value ($000) $1,861 Shares 32,298 Est. Cost $58.18 Unrealized
HON Honeywell, Inc 0.3%
Value ($000) $1,852 Shares 8,745 Est. Cost $147.94 Unrealized +34.1%
VZ Verizon Communications Inc Usd 1 0.3%
Value ($000) $1,823 Shares 40,187 Est. Cost $36.30 Unrealized +9.0%
GNRC Generac Holdings Inc 0.3%
Value ($000) $1,808 Shares 14,276 Est. Cost $139.44 Unrealized +2.9%
IWV Ishares Tr Russell 3000 ETF 0.3%
Value ($000) $1,791 Shares 5,638 Est. Cost $194.86 Unrealized
MDLZ Mondelez International Inc 0.3%
Value ($000) $1,790 Shares 26,375 Est. Cost $53.94 Unrealized +10.8%
UNP Union Pacific Corporation 0.3%
Value ($000) $1,782 Shares 7,543 Est. Cost $201.42 Unrealized +17.0%
PFE Pfizer Inc 0.3%
Value ($000) $1,756 Shares 69,308 Est. Cost $26.06 Unrealized -5.2%
ETN Eaton Corporation PLC 0.3%
Value ($000) $1,702 Shares 6,262 Est. Cost $255.53 Unrealized +20.7%
PAYX Paychex Inc 0.3%
Value ($000) $1,687 Shares 10,936 Est. Cost $116.19 Unrealized +23.2%
ADBE Adobe Systems Incorporated Delaware 0.3%
Value ($000) $1,616 Shares 4,213 Est. Cost $505.22 Unrealized -15.1%
FSLR First Solar Inc Common 0.3%
Value ($000) $1,608 Shares 12,715 Est. Cost $164.20 Unrealized -4.9%
TXN Texas Instruments Inc 0.2%
Value ($000) $1,594 Shares 8,873 Est. Cost $172.78 Unrealized +5.5%
IEFA Ishares Tr Core MSCI EAFE ETF 0.2%
Value ($000) $1,585 Shares 20,957 Est. Cost $53.69 Unrealized
TFC Truist Financial Corp Common 0.2%
Value ($000) $1,548 Shares 37,611 Est. Cost $40.39 Unrealized +5.7%
PNC PNC Financial Services Group 0.2%
Value ($000) $1,537 Shares 8,743 Est. Cost $152.04 Unrealized +20.6%
TMO Thermo Fisher Scientific Inc 0.2%
Value ($000) $1,516 Shares 3,047 Est. Cost $495.42 Unrealized +9.0%
RSP Invesco S&P 500 Equal Weight ETF 0.2%
Value ($000) $1,506 Shares 8,694 Est. Cost $170.17 Unrealized
NSC Norfolk Southn Corp 0.2%
Value ($000) $1,498 Shares 6,324 Est. Cost $211.49 Unrealized +13.2%
WMB The Williams Co Inc 0.2%
Value ($000) $1,457 Shares 24,377 Est. Cost $35.13 Unrealized +57.8%
VCIT Vanguard Intermediate-Term Corp Bond Index Fund 0.2%
Value ($000) $1,445 Shares 17,675 Est. Cost $92.05 Unrealized
LMT Lockheed Martin Corp 0.2%
Value ($000) $1,443 Shares 3,231 Est. Cost $390.59 Unrealized +14.8%
DHR Danaher Corp 0.2%
Value ($000) $1,408 Shares 6,866 Est. Cost $184.25 Unrealized +17.8%
VCSH Vanguard Short-Term Corp Index Fund 0.2%
Value ($000) $1,389 Shares 17,591 Est. Cost $80.40 Unrealized
NFLX Netflix Inc Common 0.2%
Value ($000) $1,375 Shares 1,474 Est. Cost $52.24 Unrealized +82.1%
MS Morgan Stanley 0.2%
Value ($000) $1,369 Shares 11,734 Est. Cost $88.82 Unrealized +41.8%
EFV Ishares MSCI EAFE Value Index Fund 0.2%
Value ($000) $1,342 Shares 22,767 Est. Cost $53.38 Unrealized
ITW Illinois Tool Works Inc 0.2%
Value ($000) $1,325 Shares 5,343 Est. Cost $166.11 Unrealized +50.9%
MMM 3M Company 0.2%
Value ($000) $1,323 Shares 9,011 Est. Cost $106.74 Unrealized +35.4%
UBER Uber Technologies Inc Corp Common 0.2%
Value ($000) $1,308 Shares 17,950 Est. Cost $70.53 Unrealized +2.1%
VB Vanguard Small Cap ETF 0.2%
Value ($000) $1,262 Shares 5,693 Est. Cost $179.85 Unrealized
TGT Target Corp 0.2%
Value ($000) $1,239 Shares 11,872 Est. Cost $129.94 Unrealized -7.5%
GS Goldman Sachs Group Inc 0.2%
Value ($000) $1,236 Shares 2,262 Est. Cost $395.87 Unrealized +49.2%
VNQ Vanguard Real Estate ETF 0.2%
Value ($000) $1,218 Shares 13,457 Est. Cost $84.83 Unrealized
DES Wisdomtree US Smallcap Dividend Fund ETF 0.2%
Value ($000) $1,210 Shares 37,875 Est. Cost $32.81 Unrealized
VUG Vanguard Growth Vipers ETF 0.2%
Value ($000) $1,163 Shares 3,136 Est. Cost $298.40 Unrealized
SCHW Schwab Charles Corp New Common 0.2%
Value ($000) $1,163 Shares 14,855 Est. Cost $67.14 Unrealized +15.7%
AMT American Tower REIT 0.2%
Value ($000) $1,162 Shares 5,342 Est. Cost $171.62 Unrealized +10.4%
PWR Quanta Services, Inc. 0.2%
Value ($000) $1,140 Shares 4,485 Est. Cost $284.66 Unrealized +1.4%
IBM International Business Machs 0.2%
Value ($000) $1,130 Shares 4,544 Est. Cost $142.21 Unrealized +68.3%
COP Conocophillips 0.2%
Value ($000) $1,097 Shares 10,445 Est. Cost $103.57 Unrealized -6.5%
QCOM Qualcomm Incorporated 0.2%
Value ($000) $1,094 Shares 7,123 Est. Cost $152.78 Unrealized +4.5%
SHEL Shell PLC Common 0.2%
Value ($000) $1,092 Shares 14,906 Est. Cost $58.61 Unrealized
BSCW Invesco BulletShares 2032 Corp Bd ETF 0.2%
Value ($000) $1,074 Shares 52,727 Est. Cost $19.92 Unrealized
BSCV Invesco BulletShares 2031 Corp Bd ETF 0.2%
Value ($000) $1,070 Shares 65,597 Est. Cost $13.98 Unrealized
PFF Ishares Trust Pfd & Income Securities ETF 0.2%
Value ($000) $1,058 Shares 34,422 Est. Cost $29.82 Unrealized
MU Micron Technology Inc Common 0.2%
Value ($000) $1,051 Shares 12,093 Est. Cost $103.66 Unrealized -7.6%
ATO Atmos Energy Corp 0.2%
Value ($000) $1,048 Shares 6,778 Est. Cost $107.90 Unrealized +32.5%
BSCT Invesco BulletShares 2029 Corp Bd ETF 0.2%
Value ($000) $1,043 Shares 56,311 Est. Cost $15.67 Unrealized
SNOW Snowflake Inc. Class A 0.2%
Value ($000) $1,041 Shares 7,122 Est. Cost $160.50 Unrealized +5.7%
EXPE Expedia Group Inc 0.2%
Value ($000) $1,041 Shares 6,192 Est. Cost $125.80 Unrealized +43.7%
BSCU Invesco BulletShares 2030 Corp Bd ETF 0.2%
Value ($000) $1,041 Shares 62,736 Est. Cost $14.21 Unrealized
NVS Novartis AG Spons ADR 0.2%
Value ($000) $1,026 Shares 9,207 Est. Cost $99.44 Unrealized
C Citigroup Inc Com New 0.2%
Value ($000) $1,009 Shares 14,218 Est. Cost $63.66 Unrealized +17.1%
BSCS Invesco BulletShares 2028 Corp Bd ETF 0.2%
Value ($000) $998 Shares 49,059 Est. Cost $17.15 Unrealized
NVO Novo-nordisk A S ADR 0.2%
Value ($000) $990 Shares 14,260 Est. Cost $111.40 Unrealized
SYBT Stock Yards Bancorp Inc Corp Common 0.2%
Value ($000) $984 Shares 14,243 Est. Cost $46.42 Unrealized +54.9%
SHW Sherwin-Williams Co 0.2%
Value ($000) $965 Shares 2,764 Est. Cost $286.16 Unrealized +21.7%
BSCR Invesco BulletShares 2027 Corp Bd ETF 0.2%
Value ($000) $961 Shares 49,037 Est. Cost $16.42 Unrealized
BF/B Brown Forman Corp Class B 0.1%
Value ($000) $959 Shares 28,259 Est. Cost $49.85 Unrealized -34.3%
CSCO Cisco Systems Inc 0.1%
Value ($000) $935 Shares 15,146 Est. Cost $42.62 Unrealized +41.0%
SBUX Starbucks Corporation 0.1%
Value ($000) $912 Shares 9,294 Est. Cost $76.54 Unrealized +31.9%
XLI Industrials - SPDR Select Sector ETF 0.1%
Value ($000) $909 Shares 6,939 Est. Cost $133.88 Unrealized
AMGN Amgen Inc 0.1%
Value ($000) $907 Shares 2,910 Est. Cost $244.54 Unrealized +17.5%
FDX FedEx Corporation 0.1%
Value ($000) $906 Shares 3,718 Est. Cost $268.04 Unrealized -5.4%
DKNG Draftkings Inc. Class A 0.1%
Value ($000) $881 Shares 26,528 Est. Cost $40.43 Unrealized +1.6%
BRBR BellRing Brands, Inc. 0.1%
Value ($000) $880 Shares 11,820 Est. Cost $66.19 Unrealized +11.0%
SCZ Ishares Tr MSCI EAFE Small Cap ETF 0.1%
Value ($000) $864 Shares 13,594 Est. Cost $61.96 Unrealized
ELF E.L.F. Beauty Inc 0.1%
Value ($000) $859 Shares 13,674 Est. Cost $95.30 Unrealized -8.6%
FLUT Flutter Entertainment PLC 0.1%
Value ($000) $857 Shares 3,868 Est. Cost $255.62 Unrealized +1.3%
Discover Finl Svcs Common 0.1%
Value ($000) $841 Shares 4,925 Est. Cost $133.67 Unrealized
CRWD Crowdstrike Holdings Inc Class A 0.1%
Value ($000) $838 Shares 2,376 Est. Cost $175.60 Unrealized +117.0%
YUM Yum Brands Inc Common 0.1%
Value ($000) $835 Shares 5,304 Est. Cost $128.96 Unrealized +9.8%
CMI Cummins Inc 0.1%
Value ($000) $827 Shares 2,640 Est. Cost $282.78 Unrealized +22.4%
VO Vanguard Mid Cap ETF 0.1%
Value ($000) $802 Shares 3,100 Est. Cost $209.26 Unrealized
PLD Prologis Inc Common 0.1%
Value ($000) $795 Shares 7,114 Est. Cost $110.13 Unrealized +1.6%
BSCX Invesco Bulletshares 2033 Corp Bd ETF 0.1%
Value ($000) $790 Shares 37,819 Est. Cost $20.73 Unrealized
GUNR Flexshares Morningstar Global Natural Res ETF 0.1%
Value ($000) $781 Shares 20,115 Est. Cost $35.75 Unrealized
DE Deere & Company 0.1%
Value ($000) $778 Shares 1,657 Est. Cost $332.65 Unrealized +38.7%
Pinnacle Financial Partners 0.1%
Value ($000) $749 Shares 7,060 Est. Cost $91.43 Unrealized
COKE Coca-Cola Consolidated Inc 0.1%
Value ($000) $743 Shares 550 Est. Cost $70.13 Unrealized +90.1%
CP Canadian Pacific Kansas City Ltd Corp 0.1%
Value ($000) $742 Shares 10,569 Est. Cost $76.96 Unrealized -1.7%
CIVI Civitas Resources Inc 0.1%
Value ($000) $737 Shares 21,125 Est. Cost $49.53 Unrealized -15.9%
CPRT Copart Inc 0.1%
Value ($000) $733 Shares 12,956 Est. Cost $48.82 Unrealized +15.3%
JEPI JP Morgan Premium Income ETF 0.1%
Value ($000) $731 Shares 12,790 Est. Cost $54.39 Unrealized
SLB Schlumberger LTD 0.1%
Value ($000) $724 Shares 17,329 Est. Cost $48.39 Unrealized -17.5%
CAT Caterpillar Inc 0.1%
Value ($000) $716 Shares 2,172 Est. Cost $302.78 Unrealized +16.2%
FANG Diamondback Energy Inc Common 0.1%
Value ($000) $714 Shares 4,468 Est. Cost $166.92 Unrealized -5.9%
GLD SPDR Gold Tr 0.1%
Value ($000) $713 Shares 2,474 Est. Cost $180.35 Unrealized
DUK Duke Energy Corp New 0.1%
Value ($000) $711 Shares 5,833 Est. Cost $69.85 Unrealized +58.3%
MUB Ishares Tr Natl Mun Bd ETF Fund 0.1%
Value ($000) $710 Shares 6,731 Est. Cost $110.05 Unrealized
CL Colgate Palmolive Co 0.1%
Value ($000) $709 Shares 7,568 Est. Cost $82.83 Unrealized +6.0%
IJJ Ishares Tr S&P Mid Cap 400 Value ETF 0.1%
Value ($000) $698 Shares 5,828 Est. Cost $110.02 Unrealized
IDU Ishares DJ US Utilities Sctr 0.1%
Value ($000) $681 Shares 6,719 Est. Cost $100.03 Unrealized
IWD Ishares Tr Russell 1000 Val 0.1%
Value ($000) $668 Shares 3,550 Est. Cost $150.66 Unrealized
ALL Allstate Corp 0.1%
Value ($000) $665 Shares 3,210 Est. Cost $118.38 Unrealized +61.6%
IRM Iron Mountain Inc 0.1%
Value ($000) $665 Shares 7,724 Est. Cost $98.72 Unrealized -5.6%
EQIX Equinix Inc REIT 0.1%
Value ($000) $663 Shares 813 Est. Cost $765.96 Unrealized +15.0%
HUM Humana Inc 0.1%
Value ($000) $660 Shares 2,493 Est. Cost $343.97 Unrealized -22.4%
SMH VanEck Semiconductor ETF 0.1%
Value ($000) $651 Shares 3,080 Est. Cost $222.63 Unrealized
XLK Technology - SPDR Select Sector ETF 0.1%
Value ($000) $651 Shares 3,154 Est. Cost $224.22 Unrealized
VIG Vanguard Div Appreciation ETF 0.1%
Value ($000) $641 Shares 3,302 Est. Cost $165.41 Unrealized
BMY Bristol Myers Squibb Co 0.1%
Value ($000) $640 Shares 10,498 Est. Cost $45.96 Unrealized +20.7%
CSX CSX Corp 0.1%
Value ($000) $637 Shares 21,640 Est. Cost $29.53 Unrealized +6.0%
MZTI Lancaster Colony Corp 0.1%
Value ($000) $636 Shares 3,637 Est. Cost $183.03 Unrealized -1.5%
VEA Vanguard Tax-mgd Intl Fd Ftse Dev Mkts ETF 0.1%
Value ($000) $622 Shares 12,230 Est. Cost $46.08 Unrealized
TSLA Tesla Inc 0.1%
Value ($000) $613 Shares 2,367 Est. Cost $194.67 Unrealized +71.2%
CATH S&P 500 Catholic Values ETF 0.1%
Value ($000) $598 Shares 8,850 Est. Cost $38.70 Unrealized
CB Chubb Limited, Zuerich 0.1%
Value ($000) $592 Shares 1,961 Est. Cost $173.81 Unrealized +58.9%
LIN Linde PLC Corp 0.1%
Value ($000) $565 Shares 1,213 Est. Cost $423.59 Unrealized +4.9%
Unilever PLC ADR 0.1%
Value ($000) $558 Shares 9,377 Est. Cost $53.69 Unrealized
JEPQ JPMorgan NASDAQ Equity Premium Income ETF 0.1%
Value ($000) $545 Shares 10,520 Est. Cost $52.16 Unrealized
BSCQ Invesco BulletShares 2026 Corp Bd ETF 0.1%
Value ($000) $538 Shares 27,630 Est. Cost $16.27 Unrealized
AMP Amerprise Financial 0.1%
Value ($000) $523 Shares 1,081 Est. Cost $376.94 Unrealized +37.6%
CVS CVS Health Corporation 0.1%
Value ($000) $520 Shares 7,674 Est. Cost $56.26 Unrealized +3.1%
VXUS Vanguard Total International Stock Index ETF 0.1%
Value ($000) $512 Shares 8,239 Est. Cost $53.42 Unrealized
EFG Ishares MSCI EAFE Growth Index Fund 0.1%
Value ($000) $511 Shares 5,109 Est. Cost $93.36 Unrealized
LQD iShares iBoxx Invst Gr Corp Bd ETF 0.1%
Value ($000) $490 Shares 4,509 Est. Cost $136.35 Unrealized
EMR Emerson Electric Company 0.1%
Value ($000) $476 Shares 4,344 Est. Cost $103.29 Unrealized +15.0%
ISRG Intuitive Surgical Inc Corp 0.1%
Value ($000) $472 Shares 954 Est. Cost $336.57 Unrealized +64.3%
GE GE Aerospace Com New 0.1%
Value ($000) $472 Shares 2,360 Est. Cost $119.88 Unrealized +63.3%
SOXX iShares Semiconductor ETF 0.1%
Value ($000) $470 Shares 2,496 Est. Cost $254.01 Unrealized
AWK American Water Works Co Inc 0.1%
Value ($000) $468 Shares 3,173 Est. Cost $124.17 Unrealized +4.0%
F Ford Motor Co 0.1%
Value ($000) $462 Shares 46,065 Est. Cost $9.90 Unrealized -6.7%
MDT Medtronic PLC 0.1%
Value ($000) $457 Shares 5,088 Est. Cost $82.45 Unrealized +6.0%
XLRE Real Estate - Select Sector ETF 0.1%
Value ($000) $453 Shares 10,824 Est. Cost $27.72 Unrealized
FISV Fiserv, Inc Common 0.1%
Value ($000) $451 Shares 2,041 Est. Cost $124.73 Unrealized +75.5%
CAH Cardinal Health Inc 0.1%
Value ($000) $444 Shares 3,225 Est. Cost $114.26 Unrealized +10.2%
BR Broadridge Finl Solutions Inc Common 0.1%
Value ($000) $441 Shares 1,820 Est. Cost $212.67 Unrealized +9.0%
PGX Invesco Exchange Traded PFD II 0.1%
Value ($000) $440 Shares 39,235 Est. Cost $12.13 Unrealized
DEO Diageo PLC New Spons ADR 0.1%
Value ($000) $438 Shares 4,183 Est. Cost $132.00 Unrealized
Viper Energy Inc Ordinary Shares Class A 0.1%
Value ($000) $437 Shares 9,680 Est. Cost $45.15 Unrealized
Invesco BulletShares 2025 Corp Bd ETF 0.1%
Value ($000) $436 Shares 21,096 Est. Cost $16.51 Unrealized
PPG PPG Industries Inc 0.1%
Value ($000) $427 Shares 3,905 Est. Cost $117.87 Unrealized -4.5%
XLB Materials - SPDR Select Sector ETF 0.1%
Value ($000) $427 Shares 4,961 Est. Cost $71.79 Unrealized
PSX Phillips 66 Com 0.1%
Value ($000) $426 Shares 3,451 Est. Cost $121.35 Unrealized -1.7%
BLV Vanguard Long-term Bond Index Fund ETF 0.1%
Value ($000) $421 Shares 5,972 Est. Cost $66.62 Unrealized
ELV Elevance Health, Inc. 0.1%
Value ($000) $411 Shares 946 Est. Cost $439.69 Unrealized -10.3%
QUAL Ishares Msci USA Quality Factor ETF 0.1%
Value ($000) $404 Shares 2,367 Est. Cost $116.79 Unrealized
NET Cloudflare Inc Class A Common 0.1%
Value ($000) $404 Shares 3,585 Est. Cost $68.09 Unrealized +94.7%
HSY The Hershey Company 0.1%
Value ($000) $402 Shares 2,348 Est. Cost $164.07 Unrealized -2.9%
IEMG Ishares Inc Core MSCI Emerging Mkts ETF 0.1%
Value ($000) $400 Shares 7,416 Est. Cost $52.95 Unrealized
ADI Analog Devices Inc Corp Com 0.1%
Value ($000) $397 Shares 1,968 Est. Cost $203.86 Unrealized +4.4%
MPC Marathon Petroleum Corp 0.1%
Value ($000) $395 Shares 2,712 Est. Cost $132.77 Unrealized +9.3%
SO Southern Company 0.1%
Value ($000) $389 Shares 4,230 Est. Cost $43.99 Unrealized +91.3%
PLTR Palantir Technologies Inc. Class A 0.1%
Value ($000) $387 Shares 4,585 Est. Cost $12.83 Unrealized +584.4%
CTAS Cintas Corp 0.1%
Value ($000) $384 Shares 1,868 Est. Cost $190.59 Unrealized +3.8%
MLM Martin Marietta Materials Inc 0.1%
Value ($000) $379 Shares 792 Est. Cost $511.27 Unrealized -1.2%
TTWO Take-Two Interactive Software Inc 0.1%
Value ($000) $374 Shares 1,805 Est. Cost $164.43 Unrealized +21.5%
AMAT Applied Materials Inc 0.1%
Value ($000) $366 Shares 2,525 Est. Cost $185.45 Unrealized -10.1%
XLV Health Care - SPDR Select Sector ETF 0.1%
Value ($000) $365 Shares 2,500 Est. Cost $141.91 Unrealized
MCO Moody's Corp. 0.1%
Value ($000) $353 Shares 758 Est. Cost $457.14 Unrealized +4.7%
VLO Valero Energy Corp 0.1%
Value ($000) $351 Shares 2,660 Est. Cost $125.11 Unrealized +3.4%
COF Capital One Financial 0.1%
Value ($000) $351 Shares 1,959 Est. Cost $125.09 Unrealized +49.3%
KR Kroger Company 0.1%
Value ($000) $336 Shares 4,957 Est. Cost $52.14 Unrealized +19.4%
NOW Servicenow Inc Common 0.1%
Value ($000) $329 Shares 413 Est. Cost $149.72 Unrealized +28.7%
MELI Mercadolibre Inc 0.1%
Value ($000) $328 Shares 168 Est. Cost $1891.68 Unrealized +4.9%
DD Dupont De Nemours Inc Corp Common 0.1%
Value ($000) $324 Shares 4,338 Est. Cost $30.65 Unrealized +4.1%
IYW iShares U.S. Technology ETF 0.1%
Value ($000) $324 Shares 2,306 Est. Cost $150.21 Unrealized
CM Canadian Imperial Bank Common 0.0%
Value ($000) $318 Shares 5,646 Est. Cost $49.03 Unrealized +20.4%
IP International Paper 0.0%
Value ($000) $314 Shares 5,890 Est. Cost $38.96 Unrealized +35.4%
IJK Ishares Tr S&P Midcap 400 Growth ETF 0.0%
Value ($000) $313 Shares 3,760 Est. Cost $82.12 Unrealized
NFRA Flexshares Global Broad Infrastracture Common 0.0%
Value ($000) $307 Shares 5,330 Est. Cost $56.39 Unrealized
AGG Ishares Tr Core U S Aggregate Bd ETF 0.0%
Value ($000) $303 Shares 3,060 Est. Cost $101.89 Unrealized
XLF Financials - SPDR Select Sector ETF 0.0%
Value ($000) $298 Shares 5,991 Est. Cost $42.00 Unrealized
DLR Digital Rlty Tr Inc REIT 0.0%
Value ($000) $297 Shares 2,075 Est. Cost $140.76 Unrealized +12.3%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $297 Shares 2,627 Est. Cost $115.97 Unrealized -8.7%
SU Suncor Energy Inc New 0.0%
Value ($000) $294 Shares 7,597 Est. Cost $35.32 Unrealized +6.0%
T AT&T Inc 0.0%
Value ($000) $293 Shares 10,373 Est. Cost $17.60 Unrealized +38.4%
BX Blackstone Inc Common 0.0%
Value ($000) $290 Shares 2,075 Est. Cost $112.14 Unrealized +41.1%
GOVT Ishares US Treasury Bond ETF 0.0%
Value ($000) $287 Shares 12,468 Est. Cost $22.86 Unrealized
BA Boeing Company 0.0%
Value ($000) $284 Shares 1,667 Est. Cost $211.95 Unrealized -18.3%
IWP iShares Russell Mid Cap Growth ETF 0.0%
Value ($000) $278 Shares 2,368 Est. Cost $121.57 Unrealized
IVE Ishares S&P 500 Value ETF 0.0%
Value ($000) $276 Shares 1,446 Est. Cost $180.33 Unrealized
CMG Chipotle Mexican Grill Inc Common 0.0%
Value ($000) $271 Shares 5,390 Est. Cost $57.93 Unrealized -6.1%
SPGP Invesco S&P 500 Garp ETF 0.0%
Value ($000) $270 Shares 2,700 Est. Cost $104.88 Unrealized
BP BP P.L.C. 0.0%
Value ($000) $269 Shares 7,970 Est. Cost $29.87 Unrealized
IJH Ishares Tr Core S&P Mid-Cap ETF 0.0%
Value ($000) $265 Shares 4,550 Est. Cost $65.36 Unrealized
AXP American Express Company 0.0%
Value ($000) $260 Shares 965 Est. Cost $90.44 Unrealized +223.4%
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $256 Shares 529 Est. Cost $422.00 Unrealized +10.4%
CARR Carrier Global Corp Common 0.0%
Value ($000) $251 Shares 3,956 Est. Cost $57.57 Unrealized +14.3%
FTNT Fortinet Inc. 0.0%
Value ($000) $238 Shares 2,475 Est. Cost $66.31 Unrealized +52.9%
EFAV Ishares Msci Eafe Min Vol Factor ETF 0.0%
Value ($000) $234 Shares 3,000 Est. Cost $70.71 Unrealized
IWN Ishares Russell 2000 Val Ind 0.0%
Value ($000) $233 Shares 1,544 Est. Cost $146.69 Unrealized
OMC Omnicom Group Inc 0.0%
Value ($000) $232 Shares 2,795 Est. Cost $91.35 Unrealized -11.7%
EPD Enterprise Products Partners LP 0.0%
Value ($000) $230 Shares 6,725 Est. Cost $26.39 Unrealized
VCLT Vanguard Long-Term Corp Bond Index Fund 0.0%
Value ($000) $226 Shares 2,974 Est. Cost $95.35 Unrealized
ENB Enbridge Inc Common 0.0%
Value ($000) $225 Shares 5,076 Est. Cost $33.55 Unrealized +23.4%
SPDW SPDR Portfolio World EX-US ETF 0.0%
Value ($000) $222 Shares 6,096 Est. Cost $34.37 Unrealized
EOG EOG Resources Inc Common 0.0%
Value ($000) $218 Shares 1,700 Est. Cost $92.01 Unrealized +36.0%
IWS IShares Russell Mid-cap Value ETF 0.0%
Value ($000) $217 Shares 1,721 Est. Cost $118.82 Unrealized
BBY Best Buy Inc 0.0%
Value ($000) $215 Shares 2,925 Est. Cost $84.50 Unrealized -7.3%
AEP American Electric Power Co 0.0%
Value ($000) $215 Shares 1,970 Est. Cost $57.76 Unrealized +70.4%
ULTA Ulta Salon Cosmetics & Fragrance Inc 0.0%
Value ($000) $208 Shares 568 Est. Cost $450.97 Unrealized -15.5%
NTRS Northern Trust Corp 0.0%
Value ($000) $205 Shares 2,075 Est. Cost $93.86 Unrealized +10.2%
XLY Consumer Discretionary - SPDR Select Sector ETF 0.0%
Value ($000) $201 Shares 1,017 Est. Cost $194.12 Unrealized
SRE Sempra Energy 0.0%
Value ($000) $198 Shares 2,776 Est. Cost $79.32 Unrealized -4.8%
STT State St Corp 0.0%
Value ($000) $197 Shares 2,200 Est. Cost $78.76 Unrealized +17.8%
GEV GE Vernova Inc Com 0.0%
Value ($000) $194 Shares 635 Est. Cost $186.92 Unrealized +86.3%
CEG Constellation Energy Corp Common 0.0%
Value ($000) $192 Shares 953 Est. Cost $229.58 Unrealized +16.1%
XLU Utilities - SPDR Select Sector ETF 0.0%
Value ($000) $189 Shares 2,397 Est. Cost $58.14 Unrealized
IWO Ishares Russell 2000 Growth ETF 0.0%
Value ($000) $188 Shares 736 Est. Cost $260.20 Unrealized
VGT Vanguard Information Technology ETF 0.0%
Value ($000) $187 Shares 344 Est. Cost $410.04 Unrealized
CI Cigna Corp Common 0.0%
Value ($000) $186 Shares 564 Est. Cost $215.68 Unrealized +37.1%
EW Edwards Lifesciences Corp Common 0.0%
Value ($000) $185 Shares 2,550 Est. Cost $71.65 Unrealized -0.1%
GIS General Mills 0.0%
Value ($000) $184 Shares 3,078 Est. Cost $55.32 Unrealized +4.8%
ONB Old National Bancorp 0.0%
Value ($000) $183 Shares 8,645 Est. Cost $17.21 Unrealized +30.7%
KMB Kimberly-Clark Corp 0.0%
Value ($000) $183 Shares 1,285 Est. Cost $113.48 Unrealized +14.4%
PYPL Paypal Holdings Inc 0.0%
Value ($000) $183 Shares 2,800 Est. Cost $68.19 Unrealized +14.0%
NKE Nike Inc Cl B 0.0%
Value ($000) $181 Shares 2,858 Est. Cost $101.34 Unrealized -28.9%
MET Metlife Inc 0.0%
Value ($000) $181 Shares 2,257 Est. Cost $40.23 Unrealized +101.7%
MBB Ishares Barclays Mbs Bond Fund ETF 0.0%
Value ($000) $179 Shares 1,906 Est. Cost $91.72 Unrealized
VEU Vanguard Ftse All World Ex US Index Fund ETF 0.0%
Value ($000) $178 Shares 2,939 Est. Cost $50.36 Unrealized
IJR Ishares S&P Small Cap 600 Index Fund 0.0%
Value ($000) $178 Shares 1,703 Est. Cost $109.32 Unrealized
XNTK Spdr NYSE Technology ETF 0.0%
Value ($000) $176 Shares 915 Est. Cost $118.39 Unrealized
SPSM SPDR Portfolio Small Cap ETF 0.0%
Value ($000) $173 Shares 4,233 Est. Cost $42.35 Unrealized
TSM Taiwan Semicondutor Mfg 0.0%
Value ($000) $171 Shares 1,033 Est. Cost $78.66 Unrealized
SHOP Shopify Inc 0.0%
Value ($000) $167 Shares 1,750 Est. Cost $69.07 Unrealized +57.8%
IYM Ishares Tr DJ Basic Material 0.0%
Value ($000) $166 Shares 1,235 Est. Cost $101.90 Unrealized
NRG NRG Energy Inc 0.0%
Value ($000) $164 Shares 1,718 Est. Cost $32.10 Unrealized +211.6%
SLF Sun Life Finl Inc Common 0.0%
Value ($000) $163 Shares 2,844 Est. Cost $39.86 Unrealized +43.0%
ITOT IShares Trust S&P 1500 Total US Stock Mkt ETF 0.0%
Value ($000) $162 Shares 1,331 Est. Cost $78.93 Unrealized
MSI Motorola Solutions Inc Common New 0.0%
Value ($000) $162 Shares 369 Est. Cost $200.10 Unrealized +120.7%
LNG Cheniere Energy Inc Common New 0.0%
Value ($000) $161 Shares 695 Est. Cost $161.68 Unrealized +39.3%
GEHC GE Healthcare Technologies Inc 0.0%
Value ($000) $160 Shares 1,985 Est. Cost $81.77 Unrealized +4.9%
DLTR Dollar Tree 0.0%
Value ($000) $160 Shares 2,130 Est. Cost $112.25 Unrealized -36.3%
ECL Ecolab Inc 0.0%
Value ($000) $160 Shares 630 Est. Cost $241.28 Unrealized +3.5%
ZTS Zoetis Inc Class A 0.0%
Value ($000) $159 Shares 963 Est. Cost $177.41 Unrealized -7.3%
CMCSA Comcast Corporation (New) 0.0%
Value ($000) $158 Shares 4,279 Est. Cost $40.09 Unrealized -12.6%
UBS UBS Group AG 0.0%
Value ($000) $155 Shares 5,100 Est. Cost $31.70 Unrealized +5.2%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $154 Shares 2,949 Est. Cost $46.88 Unrealized +2.3%
MRSH Marsh & McLennan Cos Inc Common 0.0%
Value ($000) $151 Shares 620 Est. Cost $149.63 Unrealized +49.3%
SUB iShares National Muni Bond ETF 0.0%
Value ($000) $150 Shares 1,417 Est. Cost $104.91 Unrealized
VFH Vanguard Financials ETF 0.0%
Value ($000) $148 Shares 1,236 Est. Cost $109.91 Unrealized
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $147 Shares 231 Est. Cost $661.53 Unrealized +3.5%
SPYG SPDR Portfolio S&P 500 Growth ETF 0.0%
Value ($000) $146 Shares 1,815 Est. Cost $82.94 Unrealized
MRVL Marvell Technology Inc Common 0.0%
Value ($000) $143 Shares 2,325 Est. Cost $82.60 Unrealized +17.1%
DVN Devon Energy Corporation New 0.0%
Value ($000) $143 Shares 3,819 Est. Cost $53.49 Unrealized -35.3%
DWM Wisdomtree International Equity Fund Eqy ETF 0.0%
Value ($000) $140 Shares 2,415 Est. Cost $49.57 Unrealized
VVV Valvoline Inc 0.0%
Value ($000) $139 Shares 4,003 Est. Cost $36.09 Unrealized +1.1%
RPM RPM International Inc Common 0.0%
Value ($000) $139 Shares 1,200 Est. Cost $115.74 Unrealized +5.0%
XLC Communication Services - SPDR Select Sector ETF 0.0%
Value ($000) $138 Shares 1,427 Est. Cost $80.83 Unrealized
Total Se 0.0%
Value ($000) $136 Shares 2,100 Est. Cost $19.99 Unrealized
KMI Kinder Morgan Inc Del 0.0%
Value ($000) $135 Shares 4,739 Est. Cost $18.17 Unrealized +46.9%
IWB Ishares Russell 1000 Index 0.0%
Value ($000) $133 Shares 433 Est. Cost $311.65 Unrealized
XLP Consumer Staples - SPDR Select Sector ETF 0.0%
Value ($000) $131 Shares 1,605 Est. Cost $77.54 Unrealized
ADSK Autodesk Inc 0.0%
Value ($000) $129 Shares 492 Est. Cost $229.92 Unrealized +23.7%
MNST Monster Beverage Corp 0.0%
Value ($000) $129 Shares 2,199 Est. Cost $46.83 Unrealized +11.3%
PZA Invesco National AMT-Free Municipal Bond ETF 0.0%
Value ($000) $128 Shares 5,540 Est. Cost $23.31 Unrealized
SPXL Direxion Daily S&P 500 Bull 3x Shares ETF 0.0%
Value ($000) $126 Shares 900 Est. Cost $27.33 Unrealized
USIG Ishares Broad Usd Investment Gr Corp Bond ETF 0.0%
Value ($000) $124 Shares 2,427 Est. Cost $50.33 Unrealized
DRI Darden Restaurants 0.0%
Value ($000) $123 Shares 590 Est. Cost $126.25 Unrealized +49.4%
AFL AFLAC Inc 0.0%
Value ($000) $122 Shares 1,100 Est. Cost $94.00 Unrealized +10.7%
D Dominion Energy Inc 0.0%
Value ($000) $122 Shares 2,176 Est. Cost $51.09 Unrealized +3.2%
SAP SAP SE ADR 0.0%
Value ($000) $121 Shares 450 Est. Cost $246.21 Unrealized
VBK Vanguard Small-Cap Growth ETF 0.0%
Value ($000) $117 Shares 463 Est. Cost $213.80 Unrealized
BF/A Brown Forman Corp Class A 0.0%
Value ($000) $116 Shares 3,455 Est. Cost $42.62 Unrealized -23.4%
EME Emcor Group Inc Common 0.0%
Value ($000) $114 Shares 309 Est. Cost $350.21 Unrealized +23.3%
HRB H & R Block Inc. 0.0%
Value ($000) $110 Shares 2,000 Est. Cost $56.67 Unrealized -8.4%
STZ Constellation Brands Common 0.0%
Value ($000) $109 Shares 595 Est. Cost $236.76 Unrealized -24.9%
AZN Astrazeneca PLC ADR 0.0%
Value ($000) $109 Shares 1,483 Est. Cost $68.52 Unrealized
SLV Ishares Silver Tr 0.0%
Value ($000) $109 Shares 3,515 Est. Cost $19.07 Unrealized
DNP Select Income FD Inc 0.0%
Value ($000) $104 Shares 10,566 Est. Cost $9.94 Unrealized
ACWX Ishares Msci Acwi Ex US ETF 0.0%
Value ($000) $104 Shares 1,876 Est. Cost $53.13 Unrealized
IQV Iqvia Holdings Inc. 0.0%
Value ($000) $102 Shares 580 Est. Cost $212.96 Unrealized -8.9%
DHS Wisdomtree US High Dividend Fund ETF 0.0%
Value ($000) $99 Shares 1,000 Est. Cost $86.66 Unrealized
FCX Freeport-McMoran Inc 0.0%
Value ($000) $97 Shares 2,560 Est. Cost $37.23 Unrealized +1.6%
VWO Vanguard Ftse Emerging Market ETF 0.0%
Value ($000) $95 Shares 2,107 Est. Cost $45.01 Unrealized
WFC Wells Fargo & Co New 0.0%
Value ($000) $95 Shares 1,324 Est. Cost $49.89 Unrealized +47.7%
CSGS CSG Systems International Inc 0.0%
Value ($000) $95 Shares 1,570 Est. Cost $50.25 Unrealized +16.1%
IVOO Vanguard S&P Mid-Cap 400 ETF 0.0%
Value ($000) $94 Shares 948 Est. Cost $105.50 Unrealized
WEC Wec Energy Group Inc 0.0%
Value ($000) $93 Shares 856 Est. Cost $67.29 Unrealized +47.5%
EXC Exelon Corp 0.0%
Value ($000) $93 Shares 2,024 Est. Cost $34.06 Unrealized +18.9%
SOLV Solventum Corp Com 0.0%
Value ($000) $93 Shares 1,223 Est. Cost $60.63 Unrealized +22.8%
INTU Intuit Inc. 0.0%
Value ($000) $92 Shares 150 Est. Cost $613.88 Unrealized -2.7%
MCRI Monarch Casino & Resort, Inc 0.0%
Value ($000) $91 Shares 1,173 Est. Cost $80.65 Unrealized +5.5%
VTR Ventas 0.0%
Value ($000) $89 Shares 1,299 Est. Cost $60.66 Unrealized +2.4%
CTVA Corteva Inc Com 0.0%
Value ($000) $89 Shares 1,417 Est. Cost $57.80 Unrealized +6.0%
MGY Magnolia Oil & Gas Corp Class A Common 0.0%
Value ($000) $88 Shares 3,500 Est. Cost $21.64 Unrealized +12.0%
ASH Ashland Global Hldgs 0.0%
Value ($000) $88 Shares 1,489 Est. Cost $73.64 Unrealized -15.9%
IGM Ishares Expanded Tech Sector ETF 0.0%
Value ($000) $87 Shares 960 Est. Cost $99.94 Unrealized
AIVL Wisdomtree US Ai Enhanced Value Fund ETF 0.0%
Value ($000) $85 Shares 775 Est. Cost $101.78 Unrealized
KLAC Kla-tencor Corp Common 0.0%
Value ($000) $85 Shares 125 Est. Cost $398.01 Unrealized +79.6%
OTIS Otis Worldwide Corp Common 0.0%
Value ($000) $84 Shares 811 Est. Cost $72.79 Unrealized +32.1%
LULU Lululemon Athletica Inc 0.0%
Value ($000) $84 Shares 295 Est. Cost $334.33 Unrealized +9.7%
EXPD Expeditors Intl Wash Inc 0.0%
Value ($000) $83 Shares 689 Est. Cost $105.69 Unrealized +7.6%
FE Firstenergy Corp 0.0%
Value ($000) $79 Shares 1,960 Est. Cost $35.67 Unrealized +7.8%
DOW Dow Inc Corp Common 0.0%
Value ($000) $75 Shares 2,149 Est. Cost $41.03 Unrealized -12.3%
BDX Becton Dickinson & Co 0.0%
Value ($000) $74 Shares 325 Est. Cost $226.83 Unrealized +0.2%
RF Regions Financial Corp COM 0.0%
Value ($000) $73 Shares 3,369 Est. Cost $12.06 Unrealized +85.8%
SYF Synchrony Finl Common 0.0%
Value ($000) $73 Shares 1,376 Est. Cost $59.14 Unrealized +3.0%
PRU Prudential Financial 0.0%
Value ($000) $72 Shares 644 Est. Cost $79.37 Unrealized +37.3%
LEN Lennar Corp Class A 0.0%
Value ($000) $70 Shares 609 Est. Cost $52.05 Unrealized +136.6%
LDOS Leidos Holdings Inc 0.0%
Value ($000) $70 Shares 517 Est. Cost $164.34 Unrealized -15.9%
GABC German American Bancorp Inc Common 0.0%
Value ($000) $68 Shares 1,800 Est. Cost $30.07 Unrealized +26.7%
WST West Pharmaceutical Services 0.0%
Value ($000) $67 Shares 300 Est. Cost $304.99 Unrealized -9.9%
RSG Republic Services Inc 0.0%
Value ($000) $67 Shares 275 Est. Cost $141.11 Unrealized +57.2%
VMC Vulcan Materials Common 0.0%
Value ($000) $66 Shares 285 Est. Cost $247.97 Unrealized +1.7%
FITB Fifth Third Bancorp 0.0%
Value ($000) $66 Shares 1,688 Est. Cost $25.52 Unrealized +59.4%
GAP Gap, Inc 0.0%
Value ($000) $66 Shares 3,200 Est. Cost $21.95 Unrealized -0.7%
CCI Crown Castle Intl Corp Common 0.0%
Value ($000) $66 Shares 630 Est. Cost $127.62 Unrealized -30.2%
TRV Travelers Cos Inc 0.0%
Value ($000) $65 Shares 247 Est. Cost $173.59 Unrealized +41.4%
VONG Vanguard Russell 1000 Growth Index Etf 0.0%
Value ($000) $65 Shares 697 Est. Cost $103.30 Unrealized
SPH Suburban Propane Partners LP Unit 0.0%
Value ($000) $63 Shares 3,000 Est. Cost $17.20 Unrealized
IAU Ishares Gold Trust New ETF 0.0%
Value ($000) $63 Shares 1,062 Est. Cost $49.51 Unrealized
ROK Rockwell Automation Inc 0.0%
Value ($000) $62 Shares 240 Est. Cost $181.65 Unrealized +51.1%
GSK GSK PLC New 0.0%
Value ($000) $61 Shares 1,569 Est. Cost $0.04 Unrealized
SUN Sunoco LP 0.0%
Value ($000) $59 Shares 1,022 Est. Cost $51.44 Unrealized
TXRH Texas Roadhouse Inc 0.0%
Value ($000) $59 Shares 355 Est. Cost $156.16 Unrealized +11.7%
KHC Kraft Heinz Co 0.0%
Value ($000) $59 Shares 1,941 Est. Cost $30.84 Unrealized -8.1%
RBCAA Republic Bancorp Inc Class A 0.0%
Value ($000) $59 Shares 925 Est. Cost $50.91 Unrealized +30.2%
JCI Johnson Controls International PLC Shs 0.0%
Value ($000) $59 Shares 733 Est. Cost $37.87 Unrealized +115.5%
BNS Bank of Nova Scotia 0.0%
Value ($000) $56 Shares 1,175 Est. Cost $46.53 Unrealized +4.6%
WPC W P Carey Inc Common 0.0%
Value ($000) $56 Shares 880 Est. Cost $67.56 Unrealized
TLH Ishares 10-20 Year Treasury Bond ETF 0.0%
Value ($000) $55 Shares 534 Est. Cost $100.60 Unrealized
PH Parker Hannifin Corp Common 0.0%
Value ($000) $53 Shares 87 Est. Cost $273.72 Unrealized +137.0%
IVW Ishares Trust S&P 500 Growth ETF 0.0%
Value ($000) $51 Shares 550 Est. Cost $103.82 Unrealized
WELL Welltower Inc Common 0.0%
Value ($000) $51 Shares 333 Est. Cost $113.83 Unrealized +23.3%
CWB SPDR Bloomberg Convertible Securities ETF 0.0%
Value ($000) $51 Shares 660 Est. Cost $76.59 Unrealized
VGK Vanguard Intl Equity Index Fund Ftse Europe ETF 0.0%
Value ($000) $51 Shares 720 Est. Cost $67.81 Unrealized
SCHH Schwab Strategic Tr ETF 0.0%
Value ($000) $50 Shares 2,321 Est. Cost $21.48 Unrealized
O Realty Income Corp Common 0.0%
Value ($000) $49 Shares 850 Est. Cost $53.89 Unrealized -2.4%
BCE BCE Inc Common New 0.0%
Value ($000) $48 Shares 2,085 Est. Cost $39.44 Unrealized -44.1%
IDA Idacorp Inc 0.0%
Value ($000) $47 Shares 407 Est. Cost $102.55 Unrealized +9.3%
Walgreens Boots Alliance Inc 0.0%
Value ($000) $47 Shares 4,200 Est. Cost $9.33 Unrealized
TDS Telephone And Data Systems, Inc 0.0%
Value ($000) $46 Shares 1,200 Est. Cost $30.42 Unrealized +18.4%
LYV Live Nation Entertainment Inc Corp 0.0%
Value ($000) $46 Shares 350 Est. Cost $125.90 Unrealized +8.4%
EQR Equity Residential Com Shs 0.0%
Value ($000) $45 Shares 633 Est. Cost $64.33 Unrealized +5.3%
IGSB Ishares Trust Corporate Bond ETF 0.0%
Value ($000) $45 Shares 864 Est. Cost $78.13 Unrealized
TM Toyota Mtr Corp ADR 2 0.0%
Value ($000) $44 Shares 250 Est. Cost $133.69 Unrealized
FSK FS KKR Capital Corp 0.0%
Value ($000) $44 Shares 2,084 Est. Cost $12.63 Unrealized +52.3%
GLW Corning Incorporated 0.0%
Value ($000) $43 Shares 948 Est. Cost $31.38 Unrealized +54.7%
VLTO Veralto Corp 0.0%
Value ($000) $43 Shares 444 Est. Cost $73.75 Unrealized +34.7%
HWM Howmet Aerospace Inc Common 0.0%
Value ($000) $43 Shares 333 Est. Cost $12.97 Unrealized +877.5%
TROW T Rowe Price Group Inc Com 0.0%
Value ($000) $39 Shares 425 Est. Cost $102.19 Unrealized -1.6%
PPL PPL Corporation Corp Common 0.0%
Value ($000) $39 Shares 1,070 Est. Cost $23.59 Unrealized +39.6%
EVRG Evergy Inc 0.0%
Value ($000) $38 Shares 556 Est. Cost $43.35 Unrealized +45.6%
AZO Autozone Inc Common 0.0%
Value ($000) $38 Shares 10 Est. Cost $2550.38 Unrealized +35.3%
VOT Vanguard Mid-Cap Growth Index ETF 0.0%
Value ($000) $38 Shares 155 Est. Cost $194.21 Unrealized
DIA SPDR Dow Jones Industrial ETF Trust 0.0%
Value ($000) $37 Shares 88 Est. Cost $423.34 Unrealized
NDAQ Nasdaq Inc Corp 0.0%
Value ($000) $36 Shares 475 Est. Cost $60.38 Unrealized +28.8%
MCHP Microchip Tech Inc 0.0%
Value ($000) $36 Shares 734 Est. Cost $62.69 Unrealized -13.6%
PGR Progressive Corp Common 0.0%
Value ($000) $35 Shares 125 Est. Cost $230.94 Unrealized +6.2%
SCHP Schwab US Tips ETF 0.0%
Value ($000) $35 Shares 1,300 Est. Cost $41.65 Unrealized
IJT Ishares Trust S&P Small Capital 600 Growth ETF 0.0%
Value ($000) $35 Shares 280 Est. Cost $146.43 Unrealized
UNF Unifirst Corp 0.0%
Value ($000) $35 Shares 200 Est. Cost $189.01 Unrealized +9.7%
MRTN Marten Transport, LTD 0.0%
Value ($000) $35 Shares 2,536 Est. Cost $16.30 Unrealized -10.4%
CTRA Coterra Energy Inc 0.0%
Value ($000) $35 Shares 1,202 Est. Cost $23.53 Unrealized +14.7%
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) $34 Shares 200 Est. Cost $153.77 Unrealized
DGX Quest Diagnostics Inc 0.0%
Value ($000) $34 Shares 200 Est. Cost $136.04 Unrealized +19.0%
IIPR Innovative Industrial Properties Inc REIT 0.0%
Value ($000) $34 Shares 625 Est. Cost $86.16 Unrealized
Air Transport Services Group Inc 0.0%
Value ($000) $34 Shares 1,500 Est. Cost $21.98 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $34 Shares 300 Est. Cost $59.88 Unrealized +67.9%
NEM Newmont Mining Corp (New) 0.0%
Value ($000) $33 Shares 678 Est. Cost $45.52 Unrealized -5.0%
HYD Vaneck High Yield Muni ETF 0.0%
Value ($000) $32 Shares 635 Est. Cost $62.50 Unrealized
SUI Sun Communities, Inc 0.0%
Value ($000) $32 Shares 250 Est. Cost $135.15 Unrealized
BOND Pimco Active Bond ETF 0.0%
Value ($000) $32 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
IJS Ishares S&P Small Cap 600 Value Index ETF 0.0%
Value ($000) $31 Shares 318 Est. Cost $100.63 Unrealized
Western Asset Managed Muns Fd Inc Common 0.0%
Value ($000) $31 Shares 3,000 Est. Cost $14.00 Unrealized
BSX Boston Scientific Corp 0.0%
Value ($000) $31 Shares 303 Est. Cost $87.83 Unrealized +14.7%
XME SPDR Series Trust Metals & Mining ETF 0.0%
Value ($000) $31 Shares 545 Est. Cost $56.75 Unrealized
KVUE Kenvue Inc 0.0%
Value ($000) $30 Shares 1,270 Est. Cost $19.74 Unrealized +8.3%
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF 0.0%
Value ($000) $30 Shares 635 Est. Cost $49.24 Unrealized
ES Eversource Energy Corp Common 0.0%
Value ($000) $30 Shares 485 Est. Cost $60.33 Unrealized -5.2%
RDY Dr Reddy's Laboratories LTD ADR 0.0%
Value ($000) $30 Shares 2,275 Est. Cost $28.08 Unrealized
TYL Tyler Technologies, Inc. 0.0%
Value ($000) $29 Shares 50 Est. Cost $460.76 Unrealized +28.9%
TSN Tyson Foods Inc Class A 0.0%
Value ($000) $29 Shares 450 Est. Cost $61.10 Unrealized -6.9%
SNY Sanofi-Aventis 0.0%
Value ($000) $29 Shares 517 Est. Cost $56.61 Unrealized
HLT Hilton Worldwide Holdings Inc. 0.0%
Value ($000) $28 Shares 125 Est. Cost $170.35 Unrealized +45.9%
WU Western Union Co Com 0.0%
Value ($000) $28 Shares 2,650 Est. Cost $10.60 Unrealized
ROP Roper Technologies Inc Corp 0.0%
Value ($000) $28 Shares 47 Est. Cost $524.47 Unrealized +6.3%
SBAC SBA Communications Corp REIT 0.0%
Value ($000) $28 Shares 125 Est. Cost $205.35 Unrealized 0.0%
SLVM Sylvamo Corp Common 0.0%
Value ($000) $27 Shares 404 Est. Cost $64.53 Unrealized +8.9%
TDC Teradata Corp 0.0%
Value ($000) $27 Shares 1,200 Est. Cost $31.29 Unrealized -13.6%
QABA First Tr Nasdaq ABA Cmnty Bk Index Fund 0.0%
Value ($000) $26 Shares 500 Est. Cost $52.86 Unrealized
EBAY Ebay Inc 0.0%
Value ($000) $26 Shares 380 Est. Cost $47.00 Unrealized +39.8%
MAA Mid-America Apartment Com 0.0%
Value ($000) $25 Shares 152 Est. Cost $131.86 Unrealized +16.2%
HTH Hilltop Holdings Inc 0.0%
Value ($000) $25 Shares 830 Est. Cost $31.24 Unrealized -2.7%
WBD Warner Bros. Discovery Srs 0.0%
Value ($000) $25 Shares 2,307 Est. Cost $8.56 Unrealized +22.2%
BUD Anheuser Busch Inbev Sa/nv Sponsored ADR 0.0%
Value ($000) $25 Shares 400 Est. Cost $44.63 Unrealized
ACWV Ishares MSCI Global Min Vol Factor ETF 0.0%
Value ($000) $24 Shares 210 Est. Cost $113.23 Unrealized
CCL Carnival Corporation 0.0%
Value ($000) $24 Shares 1,212 Est. Cost $20.32 Unrealized +17.0%
WY Weyerhaeuser Common 0.0%
Value ($000) $23 Shares 800 Est. Cost $29.42 Unrealized -1.9%
BKNG Booking Holdings Inc 0.0%
Value ($000) $23 Shares 5 Est. Cost $3508.24 Unrealized +35.4%
CLX Clorox Co Calif 0.0%
Value ($000) $22 Shares 150 Est. Cost $141.19 Unrealized +4.8%
WAB Westinghouse Air Brake Technologies Corp Com 0.0%
Value ($000) $21 Shares 117 Est. Cost $167.26 Unrealized +14.1%
DAR Darling Ingredients Inc 0.0%
Value ($000) $21 Shares 670 Est. Cost $37.80 Unrealized -7.5%
BALL Ball Corp 0.0%
Value ($000) $21 Shares 400 Est. Cost $59.19 Unrealized -12.6%
RCL Royal Caribbean Cruises Ltd Shs 0.0%
Value ($000) $21 Shares 100 Est. Cost $113.98 Unrealized +104.6%
ZION Zions Bancorporation Common 0.0%
Value ($000) $20 Shares 400 Est. Cost $47.34 Unrealized +13.7%
HDB HDFC Bank Ltd ADR 0.0%
Value ($000) $20 Shares 300 Est. Cost $62.56 Unrealized
SNX TD Synnex Corp 0.0%
Value ($000) $20 Shares 190 Est. Cost $117.73 Unrealized +11.9%
WAT Waters Corp 0.0%
Value ($000) $20 Shares 53 Est. Cost $335.43 Unrealized +15.4%
JNK SPDR Bloomberg High Yield Bond ETF 0.0%
Value ($000) $19 Shares 200 Est. Cost $106.60 Unrealized
LHX L3harris Technologies Inc 0.0%
Value ($000) $19 Shares 90 Est. Cost $207.50 Unrealized -0.7%
IBB Ishares Biotechnology ETF 0.0%
Value ($000) $19 Shares 145 Est. Cost $128.39 Unrealized
VT Vanguard I Total World Stocketf 0.0%
Value ($000) $18 Shares 155 Est. Cost $115.95 Unrealized
AAXJ Ishares MSCI All Country Asia Ex Japan ETF 0.0%
Value ($000) $18 Shares 242 Est. Cost $67.75 Unrealized
MAS Masco Corp Common 0.0%
Value ($000) $18 Shares 252 Est. Cost $48.90 Unrealized +50.5%
MFS High Yield Municipal Tr 0.0%
Value ($000) $17 Shares 5,010 Est. Cost $3.52 Unrealized
IYE iShares U.S. Energy ETF 0.0%
Value ($000) $17 Shares 353 Est. Cost $46.34 Unrealized
FFBC First Financial Bancorp Corp 0.0%
Value ($000) $17 Shares 693 Est. Cost $21.85 Unrealized +18.0%
SCHA Schwab US Small-cap ETF Small Cap 0.0%
Value ($000) $17 Shares 726 Est. Cost $24.35 Unrealized
IYH iShares U.S. Healthcare ETF 0.0%
Value ($000) $16 Shares 270 Est. Cost $60.89 Unrealized
OTTR Otter Tail Corp Common 0.0%
Value ($000) $16 Shares 200 Est. Cost $43.72 Unrealized +75.9%
CME CME Group Inc Common 0.0%
Value ($000) $16 Shares 60 Est. Cost $150.67 Unrealized +60.9%
Nuveen Municipal Value Fund Inc 0.0%
Value ($000) $16 Shares 1,800 Est. Cost $8.59 Unrealized
Blackrock Muni Holdings Fund 0.0%
Value ($000) $16 Shares 1,332 Est. Cost $11.67 Unrealized
VTWO Vanguard Russell 2000 Index ETF 0.0%
Value ($000) $16 Shares 193 Est. Cost $80.65 Unrealized
DG Dollar General Corp 0.0%
Value ($000) $16 Shares 177 Est. Cost $160.98 Unrealized -53.8%
XHB Spdr Ser Tr S&p Homebuilders ETF 0.0%
Value ($000) $16 Shares 160 Est. Cost $56.25 Unrealized
BNDX Vanguard Total International ETF 0.0%
Value ($000) $15 Shares 316 Est. Cost $48.11 Unrealized
TEVA Teva Pharmacuticals Industry 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $18.02 Unrealized
PCAR Paccar Inc 0.0%
Value ($000) $15 Shares 150 Est. Cost $48.44 Unrealized +112.5%
Calamos Dynamic Convertible And Income Fund 0.0%
Value ($000) $15 Shares 682 Est. Cost $0.02 Unrealized
ADM Archer Danels Midland 0.0%
Value ($000) $14 Shares 300 Est. Cost $32.34 Unrealized +44.7%
MFS High Income Municipal Tr 0.0%
Value ($000) $14 Shares 3,900 Est. Cost $3.68 Unrealized
HAL Halliburton Co 0.0%
Value ($000) $14 Shares 548 Est. Cost $29.53 Unrealized -13.4%
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $14 Shares 215 Est. Cost $86.96 Unrealized -15.6%
KDP Keurig Dr Pepper Inc 0.0%
Value ($000) $14 Shares 406 Est. Cost $31.91 Unrealized -1.3%
BAX Baxter International Inc Com 0.0%
Value ($000) $14 Shares 400 Est. Cost $41.70 Unrealized -22.8%
VTWG Vanguard Russell 2000 Growth Index ETF 0.0%
Value ($000) $13 Shares 70 Est. Cost $207.25 Unrealized
IYF Ishares Trust DJ US Financial Financials ETF 0.0%
Value ($000) $13 Shares 115 Est. Cost $69.43 Unrealized
INTC Intel Corporation 0.0%
Value ($000) $13 Shares 560 Est. Cost $31.53 Unrealized -30.6%
CTBI Community Trust Bancorp Inc Common 0.0%
Value ($000) $13 Shares 250 Est. Cost $25.28 Unrealized +102.9%
ROBT First Trust Nasdaq Al & Robotics ETF 0.0%
Value ($000) $12 Shares 300 Est. Cost $34.00 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $12 Shares 100 Est. Cost $57.55 Unrealized +120.3%
CNC Centene Corp Del Common 0.0%
Value ($000) $12 Shares 196 Est. Cost $69.04 Unrealized -12.5%
TIP Ishares Tips Bond ETF 0.0%
Value ($000) $11 Shares 100 Est. Cost $0.11 Unrealized
Ansys Inc 0.0%
Value ($000) $11 Shares 35 Est. Cost $335.12 Unrealized
FICO Fair Isaac Corp 0.0%
Value ($000) $11 Shares 6 Est. Cost $749.78 Unrealized +147.0%
SNPS Synopsys, Inc Common 0.0%
Value ($000) $11 Shares 25 Est. Cost $480.87 Unrealized +1.0%
CNXC Concentrix Corp 0.0%
Value ($000) $11 Shares 190 Est. Cost $42.84 Unrealized +8.4%
LYB Lyondellbasell Industries N.V., London Shs 0.0%
Value ($000) $11 Shares 150 Est. Cost $84.01 Unrealized -18.1%
SHY IShares Trust Lehman 1-3 Year Tsy Bond ETF 0.0%
Value ($000) $11 Shares 127 Est. Cost $81.98 Unrealized
VTRS Viatris Inc 0.0%
Value ($000) $10 Shares 1,188 Est. Cost $11.19 Unrealized -10.4%
BIIB Biogen Incorporated 0.0%
Value ($000) $10 Shares 75 Est. Cost $319.93 Unrealized -55.3%
CDNS Cadence Design Systems Inc Corp Common 0.0%
Value ($000) $10 Shares 40 Est. Cost $247.05 Unrealized +12.6%
ALGN Align Technology Inc 0.0%
Value ($000) $10 Shares 63 Est. Cost $214.41 Unrealized -8.4%
SJM Smucker J M Common New 0.0%
Value ($000) $10 Shares 83 Est. Cost $106.68 Unrealized -2.2%
GBTC Grayscale Bitcoin Trust ETF 0.0%
Value ($000) $10 Shares 150 Est. Cost $53.24 Unrealized
ARKK ARK Innovation ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $47.53 Unrealized
United States Steel Common 0.0%
Value ($000) $10 Shares 225 Est. Cost $22.22 Unrealized
DJT Trump Media & Technology Group 0.0%
Value ($000) $9 Shares 483 Est. Cost $34.74 Unrealized -19.2%
BTI British American Tobacco PLC ADR 0.0%
Value ($000) $9 Shares 224 Est. Cost $36.58 Unrealized
PSR Invesco Active US Real Estate Fund ETF 0.0%
Value ($000) $9 Shares 100 Est. Cost $80.00 Unrealized
IUSV Ishares Core S&P US Value ETF 0.0%
Value ($000) $9 Shares 100 Est. Cost $78.26 Unrealized
FCOM Fidelity MSCI Communication Services Index ETF 0.0%
Value ($000) $9 Shares 160 Est. Cost $46.21 Unrealized
IOO Blackrock Institutional Trust Company N.A. Ishares Global 100 Etf 0.0%
Value ($000) $9 Shares 90 Est. Cost $80.52 Unrealized
VIS Vanguard Industrials ETF 0.0%
Value ($000) $9 Shares 35 Est. Cost $174.45 Unrealized
BUSE First Busey Corp Common New 0.0%
Value ($000) $9 Shares 400 Est. Cost $20.33 Unrealized +9.0%
IYR Ishares Tr Dow Jones Real ES 0.0%
Value ($000) $9 Shares 90 Est. Cost $78.95 Unrealized
NXPI NXP Semiconductors Nv Corp 0.0%
Value ($000) $9 Shares 45 Est. Cost $180.04 Unrealized +16.4%
HBAN Huntington Bancshares Inc Common 0.0%
Value ($000) $8 Shares 564 Est. Cost $15.70 Unrealized -1.1%
AMLP Alps ETF Tr 0.0%
Value ($000) $8 Shares 160 Est. Cost $19.23 Unrealized
MTD Mettler-toledo International Inc. 0.0%
Value ($000) $8 Shares 7 Est. Cost $1235.86 Unrealized +3.3%
KMX Carmax Inc 0.0%
Value ($000) $8 Shares 104 Est. Cost $67.22 Unrealized +19.3%
BBJP JPMorgan Betabuilders Japan ETF 0.0%
Value ($000) $8 Shares 134 Est. Cost $55.52 Unrealized
OGN Organon & Co Corp Com 0.0%
Value ($000) $7 Shares 500 Est. Cost $15.75 Unrealized -4.0%
CMP Compass Minerals International Inc 0.0%
Value ($000) $7 Shares 800 Est. Cost $13.06 Unrealized -12.6%
HIW Highwoods Pptys Inc Common 0.0%
Value ($000) $7 Shares 248 Est. Cost $22.96 Unrealized
FTV Fortive Corporation 0.0%
Value ($000) $7 Shares 100 Est. Cost $52.12 Unrealized +12.2%
VDC Vanguard Consumer Staples Index Fund ETF 0.0%
Value ($000) $7 Shares 33 Est. Cost $195.34 Unrealized
PGF Invesco Exchange-Traded Fd Tr Finl PFD ETF 0.0%
Value ($000) $7 Shares 500 Est. Cost $18.50 Unrealized
BHF Brighthouse Finl Inc Common 0.0%
Value ($000) $7 Shares 123 Est. Cost $57.39 Unrealized -2.7%
GM General Motors 0.0%
Value ($000) $7 Shares 149 Est. Cost $50.92 Unrealized -4.2%
HLN Haleon PLC 0.0%
Value ($000) $7 Shares 680 Est. Cost $8.31 Unrealized
COMT Ishares GSCI Commodity Dynamic Roll Strategy ETF 0.0%
Value ($000) $7 Shares 262 Est. Cost $25.31 Unrealized
BOH Bank of Hawaii Corp 0.0%
Value ($000) $7 Shares 100 Est. Cost $68.79 Unrealized -0.5%
CC Chemours Company 0.0%
Value ($000) $6 Shares 480 Est. Cost $18.61 Unrealized -13.6%
CZR Caesars Entertainment Inc Ordinary Shares 0.0%
Value ($000) $6 Shares 258 Est. Cost $37.50 Unrealized -13.3%
ATNI ATN International Inc 0.0%
Value ($000) $6 Shares 315 Est. Cost $21.75 Unrealized -22.2%
XEL XCEL Energy Inc 0.0%
Value ($000) $6 Shares 90 Est. Cost $64.42 Unrealized +2.5%
WSBC Wesbanco Inc Common 0.0%
Value ($000) $6 Shares 200 Est. Cost $35.37 Unrealized -5.6%
VHT Vanguard Health Care ETF 0.0%
Value ($000) $6 Shares 23 Est. Cost $229.35 Unrealized
ICLN Ishares Global Clean Energy ETF 0.0%
Value ($000) $6 Shares 525 Est. Cost $20.90 Unrealized
GWW Grainger W Inc Common 0.0%
Value ($000) $6 Shares 6 Est. Cost $452.39 Unrealized +126.8%
TLT Ishares 20 Year Trsy Bond 0.0%
Value ($000) $6 Shares 63 Est. Cost $87.33 Unrealized
RWAY Runway Growth Finance Corp 0.0%
Value ($000) $6 Shares 548 Est. Cost $9.77 Unrealized 0.0%
MSCI MSCI Inc. 0.0%
Value ($000) $6 Shares 10 Est. Cost $473.00 Unrealized +21.5%
HMC Honda Motor Co LTD ADR 0.0%
Value ($000) $6 Shares 206 Est. Cost $31.73 Unrealized
RVTY Perkinelmer Inc 0.0%
Value ($000) $5 Shares 50 Est. Cost $95.91 Unrealized +20.0%
MYGN Myriad Genetics, Inc 0.0%
Value ($000) $5 Shares 583 Est. Cost $18.45 Unrealized -34.9%
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 +7.0%
ALK Alaska Air Group Inc Corp Common 0.0%
Value ($000) $5 Shares 100 Est. Cost $67.73 Unrealized -3.1%
USHY Ishares Broad Usd High Yield Corp Bond ETF 0.0%
Value ($000) $5 Shares 133 Est. Cost $36.16 Unrealized
IBIT iShares Bitcoin Trust ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $36.13 Unrealized
Hess Corp 0.0%
Value ($000) $5 Shares 29 Est. Cost $146.52 Unrealized
HAP Vaneck Natural Resources ETF 0.0%
Value ($000) $4 Shares 85 Est. Cost $33.66 Unrealized
SGOV Ishares Trust 0-3 Month Treasury Bond ETF 0.0%
Value ($000) $4 Shares 42 Est. Cost $100.31 Unrealized
SPG Simon Property Group INC Prop Grp REIT 0.0%
Value ($000) $4 Shares 25 Est. Cost $91.23 Unrealized +82.9%
AR Antero Resources 0.0%
Value ($000) $4 Shares 100 Est. Cost $38.35 Unrealized 0.0%
PPC Pilgrims Pride 0.0%
Value ($000) $4 Shares 74 Est. Cost $50.02 Unrealized 0.0%
SWK Stanley Black & Decker Inc Common 0.0%
Value ($000) $4 Shares 50 Est. Cost $90.38 Unrealized -10.6%
ET Energy Transfer LP 0.0%
Value ($000) $4 Shares 200 Est. Cost $16.05 Unrealized
VAW Vanguard Materials Index Fund ETF 0.0%
Value ($000) $4 Shares 19 Est. Cost $177.09 Unrealized
MPAA Motorcar Parts of America, Inc 0.0%
Value ($000) $4 Shares 374 Est. Cost $6.79 Unrealized +28.6%
XYZ Block Inc 0.0%
Value ($000) $4 Shares 65 Est. Cost $79.35 Unrealized -5.9%
LUMN Lumen Technology 0.0%
Value ($000) $3 Shares 869 Est. Cost $4.98 Unrealized 0.0%
FMC FMC Corp 0.0%
Value ($000) $3 Shares 80 Est. Cost $100.25 Unrealized -57.9%
AMX America Movil Sab DE ADR Cls B 0.0%
Value ($000) $3 Shares 234 Est. Cost $21.64 Unrealized
KCE SPDR S&P Capital Markets ETF 0.0%
Value ($000) $3 Shares 25 Est. Cost $126.16 Unrealized
EH Ehang Holdings, ltd 0.0%
Value ($000) $3 Shares 150 Est. Cost $15.75 Unrealized
Uniti Group Inc Common 0.0%
Value ($000) $3 Shares 620 Est. Cost $5.50 Unrealized
FBIN Fortune Brands Home & Security, Inc 0.0%
Value ($000) $3 Shares 50 Est. Cost $76.74 Unrealized -14.4%
VDE Vanguard World Funds Vanguard Energy ETF 0.0%
Value ($000) $3 Shares 21 Est. Cost $126.49 Unrealized
VPU Vanguard Utilities ETF 0.0%
Value ($000) $3 Shares 15 Est. Cost $138.07 Unrealized
EXR Extra Space Storage Inc REIT 0.0%
Value ($000) $3 Shares 17 Est. Cost $115.65 Unrealized +25.6%
VFC V F Corp Common 0.0%
Value ($000) $2 Shares 156 Est. Cost $22.16 Unrealized 0.0%
Churchill Cap Corp IV 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.61 Unrealized
VXF Vanguard Extended Market Index ETF 0.0%
Value ($000) $2 Shares 14 Est. Cost $182.00 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
COIN Coin UW Equity Common 0.0%
Value ($000) $2 Shares 13 Est. Cost $179.97 Unrealized +34.5%
STLA Stellantis N V F 0.0%
Value ($000) $2 Shares 200 Est. Cost $15.00 Unrealized
PRCT Procept Biorobotics Corp 0.0%
Value ($000) $2 Shares 36 Est. Cost $71.04 Unrealized -3.9%
MKC McCormick & Co Inc Common Non Vtg 0.0%
Value ($000) $2 Shares 23 Est. Cost $61.94 Unrealized +23.3%
NLOP Net Lease Office Properties 0.0%
Value ($000) $2 Shares 58 Est. Cost $24.62 Unrealized
ARKX Ark ETF Trust Space Exploration & Innovation 0.0%
Value ($000) $2 Shares 100 Est. Cost $19.52 Unrealized
HCA Health Corp America 0.0%
Value ($000) $2 Shares 5 Est. Cost $218.18 Unrealized +46.4%
Wolfspeed Inc 0.0%
Value ($000) $1 Shares 464 Est. Cost $31.86 Unrealized
NDSN Nordson Corp. 0.0%
Value ($000) $1 Shares 7 Est. Cost $215.66 Unrealized -3.2%
SIRI Sirius XM Holdings Inc 0.0%
Value ($000) $1 Shares 62 Est. Cost $23.55 Unrealized 0.0%
LAC Lithium Americas Corp 0.0%
Value ($000) $1 Shares 500 Est. Cost $4.42 Unrealized -31.8%
DAL Delta Air Lines Inc Del Common New 0.0%
Value ($000) $1 Shares 30 Est. Cost $42.88 Unrealized +36.7%
INVZ Innoviz Technologies Ltd Corp 0.0%
Value ($000) $1 Shares 2,000 Est. Cost $4.79 Unrealized -75.9%
SAM Boston Beer Co, Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $278.81 Unrealized -12.6%
NVAX Novavax, Inc Common 0.0%
Value ($000) $1 Shares 142 Est. Cost $8.46 Unrealized -2.3%
DXJ Wisdomtree Trust Japan Hedged Equity Fund 0.0%
Value ($000) $1 Shares 8 Est. Cost $110.25 Unrealized
BSV Vanguard Bond Index ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $77.30 Unrealized
VOX Vanguard Communication Services ETF 0.0%
Value ($000) $1 Shares 5 Est. Cost $155.00 Unrealized
MBC Masterbrand Inc 0.0%
Value ($000) $1 Shares 50 Est. Cost $15.85 Unrealized -4.1%
LBRT Liberty Energy Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 25 Est. Cost $17.95 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
SCHE Schwab Emerging Markets Equity ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $27.50 Unrealized
LTBR Lightbridge Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $3.00 Unrealized