Independence Bank of Kentucky Diversified Active

CIK: 0001730479 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 17, 2025

Total Value ($000): $705,780 (100.0% shares, 0.0% debt)

Holdings (615)

SPY S&P 500 Tr UTS Unit 1 Ser 11.2%
Value ($000) $78,898 Shares 127,697 Est. Cost $535.17 Unrealized
MSFT Microsoft Corp 5.1%
Value ($000) $35,787 Shares 71,947 Est. Cost $347.42 Unrealized +24.5%
JPM JP Morgan Chase & Co 3.8%
Value ($000) $26,742 Shares 92,242 Est. Cost $172.19 Unrealized +46.7%
AAPL Apple Incorporated 3.5%
Value ($000) $24,504 Shares 119,431 Est. Cost $149.59 Unrealized +34.6%
NVDA Nvidia Corp Common 2.9%
Value ($000) $20,718 Shares 131,138 Est. Cost $111.11 Unrealized +13.2%
VTI Vanguard Total Stock Market ETF 2.7%
Value ($000) $19,115 Shares 62,892 Est. Cost $281.84 Unrealized
AMZN Amazon Com Inc 2.7%
Value ($000) $18,765 Shares 85,531 Est. Cost $155.09 Unrealized +27.6%
GOOGL Alphabet Inc Class A 2.3%
Value ($000) $16,138 Shares 91,576 Est. Cost $133.54 Unrealized +22.3%
META Meta Platform, Inc. 1.9%
Value ($000) $13,112 Shares 17,765 Est. Cost $319.00 Unrealized +93.3%
EFA Ishares Tr MSCI EAFE Index 1.6%
Value ($000) $11,280 Shares 126,189 Est. Cost $76.74 Unrealized
V Visa Inc 1.6%
Value ($000) $11,222 Shares 31,608 Est. Cost $206.05 Unrealized +68.4%
VOO Vanguard S&P 500 Index ETF 1.2%
Value ($000) $8,378 Shares 14,750 Est. Cost $420.27 Unrealized
LLY Lilly Eli & Co 1.1%
Value ($000) $8,051 Shares 10,328 Est. Cost $542.26 Unrealized +42.6%
IWR Ishares Russell Midcap Index 1.1%
Value ($000) $7,937 Shares 86,298 Est. Cost $70.57 Unrealized
PG Procter & Gamble Co 1.1%
Value ($000) $7,834 Shares 49,169 Est. Cost $117.52 Unrealized +36.8%
VRT Vertiv Holdings Co Cl A 1.1%
Value ($000) $7,591 Shares 59,114 Est. Cost $96.70 Unrealized +0.5%
ORCL Oracle Corp 1.0%
Value ($000) $7,175 Shares 32,817 Est. Cost $115.64 Unrealized +39.1%
HD Home Depot Inc 0.9%
Value ($000) $6,697 Shares 18,265 Est. Cost $341.32 Unrealized +4.3%
JNJ Johnson & Johnson 0.9%
Value ($000) $6,549 Shares 42,875 Est. Cost $132.25 Unrealized +14.1%
USMV Ishares Msci Usa Min Vol Factor ETF 0.9%
Value ($000) $6,323 Shares 67,358 Est. Cost $85.75 Unrealized
IWM Russell 2000 Index Fund 0.9%
Value ($000) $6,012 Shares 27,861 Est. Cost $187.19 Unrealized
CVX Chevron Corporation 0.8%
Value ($000) $5,806 Shares 40,545 Est. Cost $117.28 Unrealized +16.8%
VYM Vanguard High Dividend Yield ETF 0.8%
Value ($000) $5,511 Shares 41,343 Est. Cost $121.29 Unrealized
OEF Ishares S&P 100 Index Fund ETF 0.8%
Value ($000) $5,324 Shares 17,493 Est. Cost $287.52 Unrealized
AVGO Broadcom Inc 0.8%
Value ($000) $5,296 Shares 19,211 Est. Cost $164.33 Unrealized +31.4%
SPGI S&P Global Inc Common 0.7%
Value ($000) $5,270 Shares 9,994 Est. Cost $453.11 Unrealized +9.6%
PEP Pepsico Inc 0.7%
Value ($000) $5,168 Shares 39,138 Est. Cost $138.65 Unrealized -5.5%
WMT Wal Mart Inc 0.7%
Value ($000) $5,160 Shares 52,776 Est. Cost $63.69 Unrealized +48.8%
ADP Automatic Data Processing 0.7%
Value ($000) $5,139 Shares 16,665 Est. Cost $280.97 Unrealized +7.6%
ABBV Abbvie Inc Com 0.7%
Value ($000) $4,847 Shares 26,110 Est. Cost $129.67 Unrealized +40.9%
ASML ASML Holding NV 0.7%
Value ($000) $4,638 Shares 5,788 Est. Cost $723.00 Unrealized
IVV Ishares Tr Core S&P 500 ETF 0.7%
Value ($000) $4,602 Shares 7,412 Est. Cost $546.69 Unrealized
ABT Abbott Labs 0.6%
Value ($000) $4,517 Shares 33,213 Est. Cost $98.29 Unrealized +32.9%
BRK/B Berkshire Hathaway Inc Del Cl B New 0.6%
Value ($000) $4,405 Shares 9,068 Est. Cost $393.03 Unrealized +29.2%
MA Mastercard Inc 0.6%
Value ($000) $4,131 Shares 7,352 Est. Cost $451.86 Unrealized +22.0%
QQQ Invesco QQQ Tr Unit Ser 1 0.6%
Value ($000) $4,116 Shares 7,462 Est. Cost $453.10 Unrealized
XOM Exxon Mobil Corp 0.5%
Value ($000) $3,869 Shares 35,895 Est. Cost $64.71 Unrealized +61.5%
NEE Nextera Energy Inc 0.5%
Value ($000) $3,760 Shares 54,164 Est. Cost $62.03 Unrealized +9.8%
SDY SPDR S&P Dividend ETF 0.5%
Value ($000) $3,328 Shares 24,517 Est. Cost $131.60 Unrealized
LOW Lowes Cos Inc 0.5%
Value ($000) $3,314 Shares 14,935 Est. Cost $111.40 Unrealized +98.1%
CRM Salesforce Common Inc 0.5%
Value ($000) $3,308 Shares 12,131 Est. Cost $169.05 Unrealized +57.4%
DON Wisdomtree US Midcap Dividend Fund ETF 0.5%
Value ($000) $3,307 Shares 65,984 Est. Cost $48.97 Unrealized
AMD Advanced Micro Devices Inc Corp Common 0.5%
Value ($000) $3,240 Shares 22,834 Est. Cost $147.43 Unrealized -26.2%
WM Waste Management Inc New 0.5%
Value ($000) $3,231 Shares 14,119 Est. Cost $167.50 Unrealized +37.1%
MO Altria Group Inc 0.4%
Value ($000) $3,112 Shares 53,085 Est. Cost $35.28 Unrealized +58.6%
ICE Intercontinental Exchange Inc 0.4%
Value ($000) $3,107 Shares 16,932 Est. Cost $91.16 Unrealized +87.0%
MRK Merck & Co Inc New Com 0.4%
Value ($000) $3,083 Shares 38,946 Est. Cost $93.30 Unrealized -17.0%
DIS Disney (Walt) Company 0.4%
Value ($000) $3,061 Shares 24,681 Est. Cost $100.50 Unrealized +2.3%
EEM Ishares MSCI Emerging Mkts Index Fund 0.4%
Value ($000) $3,032 Shares 62,855 Est. Cost $46.78 Unrealized
PM Philip Morris Int Inc 0.4%
Value ($000) $2,941 Shares 16,146 Est. Cost $79.68 Unrealized +110.0%
KO Coca Cola Co 0.4%
Value ($000) $2,875 Shares 40,629 Est. Cost $41.27 Unrealized +69.1%
SYK Stryker Corp 0.4%
Value ($000) $2,845 Shares 7,192 Est. Cost $316.43 Unrealized +17.4%
PANW Palo Alto Networks Inc Common 0.4%
Value ($000) $2,822 Shares 13,792 Est. Cost $135.54 Unrealized +37.0%
TJX TJX Companies Inc 0.4%
Value ($000) $2,815 Shares 22,798 Est. Cost $63.47 Unrealized +98.3%
MDY Spdr State St Global Adv S&P Midcap 400 ETF 0.4%
Value ($000) $2,713 Shares 4,789 Est. Cost $569.58 Unrealized
IWF Ishares Tr Russell 1000 Growth 0.4%
Value ($000) $2,702 Shares 6,363 Est. Cost $267.65 Unrealized
GOOG Alphabet Inc Class C 0.4%
Value ($000) $2,677 Shares 15,092 Est. Cost $147.85 Unrealized +11.5%
BLK Blackrock, Inc. 0.4%
Value ($000) $2,619 Shares 2,496 Est. Cost $960.70 Unrealized -2.9%
COST Costco Wholesale Corp Com 0.4%
Value ($000) $2,603 Shares 2,629 Est. Cost $701.69 Unrealized +41.2%
GD General Dynamics Corp 0.4%
Value ($000) $2,509 Shares 8,602 Est. Cost $177.07 Unrealized +53.9%
MCD McDonalds Corp 0.3%
Value ($000) $2,435 Shares 8,333 Est. Cost $243.36 Unrealized +24.7%
BAC Bank of America Corporation 0.3%
Value ($000) $2,428 Shares 51,301 Est. Cost $35.42 Unrealized +17.0%
GLD SPDR Gold Tr 0.3%
Value ($000) $2,412 Shares 7,913 Est. Cost $265.91 Unrealized
UNH United Health Group Inc 0.3%
Value ($000) $2,392 Shares 7,666 Est. Cost $460.80 Unrealized -18.6%
TMUS T-mobile US Inc Common 0.3%
Value ($000) $2,367 Shares 9,933 Est. Cost $161.45 Unrealized +49.6%
ETN Eaton Corporation PLC 0.3%
Value ($000) $2,309 Shares 6,467 Est. Cost $257.15 Unrealized +19.3%
USB US Bancorp Del 0.3%
Value ($000) $2,283 Shares 50,463 Est. Cost $38.19 Unrealized +6.7%
UPS United Parcel Service 0.3%
Value ($000) $2,197 Shares 21,764 Est. Cost $111.68 Unrealized -15.7%
APD Air Products and Chemicals 0.3%
Value ($000) $2,191 Shares 7,767 Est. Cost $238.18 Unrealized +12.6%
XLE Energy - SPDR Select Sector ETF 0.3%
Value ($000) $2,190 Shares 25,822 Est. Cost $54.49 Unrealized
SYY Sysco Corp 0.3%
Value ($000) $2,181 Shares 28,797 Est. Cost $72.43 Unrealized -1.9%
GNRC Generac Holdings Inc 0.3%
Value ($000) $2,172 Shares 15,167 Est. Cost $138.42 Unrealized -11.9%
AVDE Avantis International Equity ETF 0.3%
Value ($000) $2,152 Shares 29,076 Est. Cost $74.01 Unrealized
ELF E.L.F. Beauty Inc 0.3%
Value ($000) $2,145 Shares 17,234 Est. Cost $93.25 Unrealized -8.5%
RTX Raytheon Technologies Corp Common 0.3%
Value ($000) $2,133 Shares 14,611 Est. Cost $87.68 Unrealized +50.3%
AVUV Avantis US Small Cap Value ETF 0.3%
Value ($000) $2,119 Shares 23,259 Est. Cost $89.31 Unrealized
VGLT Vanguard Gov't Long-Term Treasury ETF 0.3%
Value ($000) $2,056 Shares 36,642 Est. Cost $57.93 Unrealized
DVY iShares Select Dividend ETF 0.3%
Value ($000) $2,051 Shares 15,440 Est. Cost $107.55 Unrealized
NFLX Netflix Inc Common 0.3%
Value ($000) $2,007 Shares 1,499 Est. Cost $53.25 Unrealized +112.3%
HON Honeywell, Inc 0.3%
Value ($000) $2,000 Shares 8,588 Est. Cost $147.94 Unrealized +35.0%
IWV Ishares Tr Russell 3000 ETF 0.3%
Value ($000) $1,978 Shares 5,634 Est. Cost $194.86 Unrealized
ACN Accenture PLC 0.3%
Value ($000) $1,954 Shares 6,536 Est. Cost $273.03 Unrealized +10.9%
CHDN Churchill Downs Inc 0.3%
Value ($000) $1,924 Shares 19,046 Est. Cost $123.22 Unrealized -20.9%
TXN Texas Instruments Inc 0.3%
Value ($000) $1,858 Shares 8,948 Est. Cost $172.78 Unrealized +0.9%
IEFA Ishares Tr Core MSCI EAFE ETF 0.3%
Value ($000) $1,825 Shares 21,861 Est. Cost $54.92 Unrealized
MDLZ Mondelez International Inc 0.3%
Value ($000) $1,791 Shares 26,556 Est. Cost $53.94 Unrealized +20.8%
PWR Quanta Services, Inc. 0.3%
Value ($000) $1,782 Shares 4,713 Est. Cost $286.41 Unrealized +12.0%
VZ Verizon Communications Inc Usd 1 0.2%
Value ($000) $1,757 Shares 40,612 Est. Cost $36.36 Unrealized +15.0%
UNP Union Pacific Corporation 0.2%
Value ($000) $1,751 Shares 7,611 Est. Cost $201.42 Unrealized +8.5%
PFE Pfizer Inc 0.2%
Value ($000) $1,719 Shares 70,934 Est. Cost $25.97 Unrealized -14.0%
MS Morgan Stanley 0.2%
Value ($000) $1,654 Shares 11,743 Est. Cost $88.82 Unrealized +36.2%
GS Goldman Sachs Group Inc 0.2%
Value ($000) $1,633 Shares 2,307 Est. Cost $399.30 Unrealized +43.2%
PNC PNC Financial Services Group 0.2%
Value ($000) $1,626 Shares 8,723 Est. Cost $152.04 Unrealized +9.2%
NSC Norfolk Southn Corp 0.2%
Value ($000) $1,606 Shares 6,274 Est. Cost $211.49 Unrealized +10.2%
PAYX Paychex Inc 0.2%
Value ($000) $1,565 Shares 10,761 Est. Cost $116.19 Unrealized +27.0%
TMO Thermo Fisher Scientific Inc 0.2%
Value ($000) $1,550 Shares 3,824 Est. Cost $479.50 Unrealized -13.0%
UBER Uber Technologies Inc 0.2%
Value ($000) $1,546 Shares 16,574 Est. Cost $70.53 Unrealized +16.7%
SNOW Snowflake Inc. Class A 0.2%
Value ($000) $1,520 Shares 6,793 Est. Cost $160.50 Unrealized +12.6%
LMT Lockheed Martin Corp 0.2%
Value ($000) $1,514 Shares 3,269 Est. Cost $391.38 Unrealized +17.3%
WMB The Williams Co Inc 0.2%
Value ($000) $1,509 Shares 24,024 Est. Cost $35.13 Unrealized +64.2%
COF Capital One Financial 0.2%
Value ($000) $1,474 Shares 6,928 Est. Cost $168.09 Unrealized +10.1%
VCIT Vanguard Intermediate-Term Corp Bond Index Fund 0.2%
Value ($000) $1,452 Shares 17,505 Est. Cost $92.05 Unrealized
RSP Invesco S&P 500 Equal Weight ETF 0.2%
Value ($000) $1,440 Shares 7,921 Est. Cost $170.17 Unrealized
VCSH Vanguard Short-Term Corp Index Fund 0.2%
Value ($000) $1,423 Shares 17,895 Est. Cost $80.38 Unrealized
MU Micron Technology Inc Common 0.2%
Value ($000) $1,422 Shares 11,538 Est. Cost $103.66 Unrealized -10.1%
TFC Truist Financial Corp Common 0.2%
Value ($000) $1,422 Shares 33,075 Est. Cost $40.39 Unrealized -5.9%
EFV Ishares MSCI EAFE Value Index Fund 0.2%
Value ($000) $1,400 Shares 22,062 Est. Cost $53.38 Unrealized
VUG Vanguard Growth Vipers ETF 0.2%
Value ($000) $1,388 Shares 3,166 Est. Cost $298.40 Unrealized
DHR Danaher Corp 0.2%
Value ($000) $1,358 Shares 6,876 Est. Cost $184.25 Unrealized +4.8%
MMM 3M Company 0.2%
Value ($000) $1,331 Shares 8,745 Est. Cost $106.74 Unrealized +32.3%
ITW Illinois Tool Works Inc 0.2%
Value ($000) $1,312 Shares 5,308 Est. Cost $166.11 Unrealized +42.8%
BRBR BellRing Brands, Inc. 0.2%
Value ($000) $1,311 Shares 22,634 Est. Cost $66.44 Unrealized +0.4%
VB Vanguard Small Cap ETF 0.2%
Value ($000) $1,303 Shares 5,499 Est. Cost $179.85 Unrealized
IBM International Business Machs 0.2%
Value ($000) $1,281 Shares 4,344 Est. Cost $142.21 Unrealized +78.5%
SCHW Schwab Charles Corp New Common 0.2%
Value ($000) $1,253 Shares 13,735 Est. Cost $67.14 Unrealized +23.8%
C Citigroup Inc Com New 0.2%
Value ($000) $1,246 Shares 14,639 Est. Cost $63.88 Unrealized +11.5%
DKNG Draftkings Inc. Class A 0.2%
Value ($000) $1,187 Shares 27,679 Est. Cost $40.24 Unrealized -10.9%
DES Wisdomtree US Smallcap Dividend Fund ETF 0.2%
Value ($000) $1,184 Shares 37,280 Est. Cost $32.81 Unrealized
FSLR First Solar Inc Common 0.2%
Value ($000) $1,166 Shares 7,045 Est. Cost $164.20 Unrealized -10.1%
VNQ Vanguard Real Estate ETF 0.2%
Value ($000) $1,143 Shares 12,831 Est. Cost $84.83 Unrealized
FLUT Flutter Entertainment PLC 0.2%
Value ($000) $1,138 Shares 3,983 Est. Cost $255.32 Unrealized -3.9%
QCOM Qualcomm Incorporated 0.2%
Value ($000) $1,134 Shares 7,123 Est. Cost $152.78 Unrealized -5.1%
BSCW Invesco BulletShares 2032 Corp Bd ETF 0.2%
Value ($000) $1,130 Shares 54,857 Est. Cost $19.95 Unrealized
BSCV Invesco BulletShares 2031 Corp Bd ETF 0.2%
Value ($000) $1,130 Shares 68,340 Est. Cost $14.08 Unrealized
CRWD Crowdstrike Holdings Inc Class A 0.2%
Value ($000) $1,128 Shares 2,215 Est. Cost $175.60 Unrealized +146.9%
SYBT Stock Yards Bancorp Inc Corp Common 0.2%
Value ($000) $1,117 Shares 14,143 Est. Cost $46.42 Unrealized +57.4%
NVS Novartis AG Spons ADR 0.2%
Value ($000) $1,114 Shares 9,207 Est. Cost $99.44 Unrealized
ADBE Adobe Systems Incorporated Delaware 0.2%
Value ($000) $1,097 Shares 2,835 Est. Cost $505.22 Unrealized -23.7%
TGT Target Corp 0.2%
Value ($000) $1,094 Shares 11,092 Est. Cost $129.94 Unrealized -28.2%
AMT American Tower REIT 0.2%
Value ($000) $1,092 Shares 4,941 Est. Cost $171.62 Unrealized +22.6%
BSCU Invesco BulletShares 2030 Corp Bd ETF 0.2%
Value ($000) $1,081 Shares 64,421 Est. Cost $14.27 Unrealized
BSCT Invesco BulletShares 2029 Corp Bd ETF 0.2%
Value ($000) $1,071 Shares 57,260 Est. Cost $15.72 Unrealized
SHEL Shell PLC Common 0.1%
Value ($000) $1,048 Shares 14,891 Est. Cost $58.61 Unrealized
BSCS Invesco BulletShares 2028 Corp Bd ETF 0.1%
Value ($000) $1,032 Shares 50,358 Est. Cost $17.24 Unrealized
XLI Industrials - SPDR Select Sector ETF 0.1%
Value ($000) $1,028 Shares 6,969 Est. Cost $133.88 Unrealized
ATO Atmos Energy Corp 0.1%
Value ($000) $1,027 Shares 6,665 Est. Cost $107.90 Unrealized +41.9%
BSCR Invesco BulletShares 2027 Corp Bd ETF 0.1%
Value ($000) $995 Shares 50,644 Est. Cost $16.52 Unrealized
SHW Sherwin-Williams Co 0.1%
Value ($000) $987 Shares 2,874 Est. Cost $288.39 Unrealized +19.5%
CSCO Cisco Systems Inc 0.1%
Value ($000) $975 Shares 14,046 Est. Cost $42.62 Unrealized +41.7%
EXPE Expedia Group Inc 0.1%
Value ($000) $969 Shares 5,744 Est. Cost $125.80 Unrealized +28.3%
Viper Energy Inc Ordinary Shares Class A 0.1%
Value ($000) $938 Shares 24,592 Est. Cost $40.89 Unrealized
COP Conocophillips 0.1%
Value ($000) $918 Shares 10,235 Est. Cost $103.57 Unrealized -15.0%
PFF Ishares Trust Pfd & Income Securities ETF 0.1%
Value ($000) $918 Shares 29,922 Est. Cost $29.82 Unrealized
CAT Caterpillar Inc 0.1%
Value ($000) $859 Shares 2,214 Est. Cost $303.31 Unrealized +9.1%
CMI Cummins Inc 0.1%
Value ($000) $856 Shares 2,615 Est. Cost $282.78 Unrealized +8.1%
FDX FedEx Corporation 0.1%
Value ($000) $842 Shares 3,703 Est. Cost $268.04 Unrealized -19.7%
BSCX Invesco Bulletshares 2033 Corp Bd ETF 0.1%
Value ($000) $840 Shares 39,613 Est. Cost $20.76 Unrealized
SOXX iShares Semiconductor ETF 0.1%
Value ($000) $834 Shares 3,496 Est. Cost $249.63 Unrealized
CP Canadian Pacific Kansas City Ltd Corp 0.1%
Value ($000) $824 Shares 10,394 Est. Cost $76.96 Unrealized -0.5%
DE Deere & Company 0.1%
Value ($000) $822 Shares 1,617 Est. Cost $332.65 Unrealized +45.7%
AMGN Amgen Inc 0.1%
Value ($000) $811 Shares 2,905 Est. Cost $244.54 Unrealized +13.6%
XLK Technology - SPDR Select Sector ETF 0.1%
Value ($000) $797 Shares 3,146 Est. Cost $224.22 Unrealized
IRM Iron Mountain Inc 0.1%
Value ($000) $792 Shares 7,724 Est. Cost $98.72 Unrealized -6.9%
PLD Prologis Inc Common 0.1%
Value ($000) $790 Shares 7,514 Est. Cost $109.72 Unrealized -6.7%
SBUX Starbucks Corporation 0.1%
Value ($000) $790 Shares 8,619 Est. Cost $76.54 Unrealized +11.3%
YUM Yum Brands Inc Common 0.1%
Value ($000) $782 Shares 5,279 Est. Cost $128.96 Unrealized +11.8%
Pinnacle Financial Partners 0.1%
Value ($000) $781 Shares 7,070 Est. Cost $91.43 Unrealized
TSLA Tesla Inc 0.1%
Value ($000) $760 Shares 2,394 Est. Cost $195.88 Unrealized +53.8%
MUB Ishares Tr Natl Mun Bd ETF Fund 0.1%
Value ($000) $755 Shares 7,231 Est. Cost $109.67 Unrealized
VEA Vanguard Tax-mgd Intl Fd Ftse Dev Mkts ETF 0.1%
Value ($000) $749 Shares 13,135 Est. Cost $46.83 Unrealized
SCZ Ishares Tr MSCI EAFE Small Cap ETF 0.1%
Value ($000) $741 Shares 10,198 Est. Cost $61.96 Unrealized
JEPI JP Morgan Premium Income ETF 0.1%
Value ($000) $727 Shares 12,790 Est. Cost $54.39 Unrealized
IJJ Ishares Tr S&P Mid Cap 400 Value ETF 0.1%
Value ($000) $720 Shares 5,828 Est. Cost $110.02 Unrealized
F Ford Motor Co 0.1%
Value ($000) $708 Shares 65,220 Est. Cost $9.89 Unrealized -0.2%
CSX CSX Corp 0.1%
Value ($000) $706 Shares 21,640 Est. Cost $29.53 Unrealized +0.8%
BF/B Brown Forman Corp Class B 0.1%
Value ($000) $705 Shares 26,209 Est. Cost $49.85 Unrealized -37.0%
IDU Ishares DJ US Utilities Sctr 0.1%
Value ($000) $695 Shares 6,647 Est. Cost $100.03 Unrealized
FANG Diamondback Energy Inc Common 0.1%
Value ($000) $694 Shares 5,048 Est. Cost $163.38 Unrealized -16.7%
VO Vanguard Mid Cap ETF 0.1%
Value ($000) $691 Shares 2,470 Est. Cost $209.26 Unrealized
ALL Allstate Corp 0.1%
Value ($000) $690 Shares 3,428 Est. Cost $123.38 Unrealized +59.6%
IWD Ishares Tr Russell 1000 Val 0.1%
Value ($000) $690 Shares 3,550 Est. Cost $150.66 Unrealized
EQIX Equinix Inc REIT 0.1%
Value ($000) $683 Shares 859 Est. Cost $769.69 Unrealized +8.6%
SMH VanEck Semiconductor ETF 0.1%
Value ($000) $680 Shares 2,440 Est. Cost $222.63 Unrealized
DUK Duke Energy Corp New 0.1%
Value ($000) $679 Shares 5,757 Est. Cost $69.85 Unrealized +65.2%
CL Colgate Palmolive Co 0.1%
Value ($000) $678 Shares 7,460 Est. Cost $82.83 Unrealized +8.7%
VIG Vanguard Div Appreciation ETF 0.1%
Value ($000) $676 Shares 3,302 Est. Cost $165.41 Unrealized
NET Cloudflare Inc Class A Common 0.1%
Value ($000) $663 Shares 3,385 Est. Cost $68.09 Unrealized +113.2%
CPRT Copart Inc 0.1%
Value ($000) $633 Shares 12,906 Est. Cost $48.82 Unrealized +14.6%
MZTI Lancaster Colony Corp 0.1%
Value ($000) $628 Shares 3,637 Est. Cost $183.03 Unrealized -5.7%
ISRG Intuitive Surgical Inc Corp 0.1%
Value ($000) $616 Shares 1,133 Est. Cost $366.00 Unrealized +42.9%
COKE Coca-Cola Consolidated Inc 0.1%
Value ($000) $614 Shares 5,500 Est. Cost $115.00 Unrealized +4.3%
GE GE Aerospace Com New 0.1%
Value ($000) $601 Shares 2,335 Est. Cost $119.88 Unrealized +82.3%
LIN Linde PLC Corp 0.1%
Value ($000) $588 Shares 1,253 Est. Cost $424.51 Unrealized +6.5%
HUM Humana Inc 0.1%
Value ($000) $587 Shares 2,403 Est. Cost $343.97 Unrealized -28.3%
EMR Emerson Electric Company 0.1%
Value ($000) $579 Shares 4,344 Est. Cost $103.29 Unrealized +9.9%
AMP Amerprise Financial 0.1%
Value ($000) $577 Shares 1,081 Est. Cost $376.94 Unrealized +30.1%
JEPQ JPMorgan NASDAQ Equity Premium Income ETF 0.1%
Value ($000) $572 Shares 10,520 Est. Cost $52.16 Unrealized
EFG Ishares MSCI EAFE Growth Index Fund 0.1%
Value ($000) $572 Shares 5,109 Est. Cost $93.36 Unrealized
VXUS Vanguard Total International Stock Index ETF 0.1%
Value ($000) $569 Shares 8,239 Est. Cost $53.42 Unrealized
Unilever PLC ADR 0.1%
Value ($000) $569 Shares 9,302 Est. Cost $53.69 Unrealized
BSCQ Invesco BulletShares 2026 Corp Bd ETF 0.1%
Value ($000) $560 Shares 28,668 Est. Cost $16.39 Unrealized
PLTR Palantir Technologies Inc. Class A 0.1%
Value ($000) $545 Shares 3,996 Est. Cost $12.83 Unrealized +814.0%
IEMG Ishares Inc Core MSCI Emerging Mkts ETF 0.1%
Value ($000) $535 Shares 8,908 Est. Cost $54.14 Unrealized
CVS CVS Health Corporation 0.1%
Value ($000) $529 Shares 7,674 Est. Cost $56.26 Unrealized +14.1%
SLB Schlumberger LTD 0.1%
Value ($000) $515 Shares 15,231 Est. Cost $48.39 Unrealized -29.9%
CB Chubb Limited, Zuerich 0.1%
Value ($000) $497 Shares 1,717 Est. Cost $173.81 Unrealized +65.1%
LQD iShares iBoxx Invst Gr Corp Bd ETF 0.1%
Value ($000) $489 Shares 4,463 Est. Cost $136.35 Unrealized
BMY Bristol Myers Squibb Co 0.1%
Value ($000) $471 Shares 10,167 Est. Cost $45.96 Unrealized +2.7%
CATH S&P 500 Catholic Values ETF 0.1%
Value ($000) $464 Shares 6,150 Est. Cost $38.70 Unrealized
AMAT Applied Materials Inc 0.1%
Value ($000) $462 Shares 2,525 Est. Cost $185.45 Unrealized -15.1%
ADI Analog Devices Inc Corp Com 0.1%
Value ($000) $458 Shares 1,924 Est. Cost $203.86 Unrealized +1.1%
CAH Cardinal Health Inc 0.1%
Value ($000) $458 Shares 2,725 Est. Cost $114.26 Unrealized +28.8%
MPC Marathon Petroleum Corp 0.1%
Value ($000) $450 Shares 2,712 Est. Cost $132.77 Unrealized +11.4%
MRVL Marvell Technology Inc Common 0.1%
Value ($000) $445 Shares 5,755 Est. Cost $70.48 Unrealized -11.6%
PPG PPG Industries Inc 0.1%
Value ($000) $444 Shares 3,905 Est. Cost $117.87 Unrealized -9.8%
MDT Medtronic PLC 0.1%
Value ($000) $444 Shares 5,088 Est. Cost $82.45 Unrealized +1.3%
BR Broadridge Finl Solutions Inc Common 0.1%
Value ($000) $442 Shares 1,820 Est. Cost $212.67 Unrealized +10.5%
MELI Mercadolibre Inc 0.1%
Value ($000) $439 Shares 168 Est. Cost $1891.68 Unrealized +23.5%
Invesco BulletShares 2025 Corp Bd ETF 0.1%
Value ($000) $436 Shares 21,096 Est. Cost $16.51 Unrealized
AWK American Water Works Co Inc 0.1%
Value ($000) $433 Shares 3,112 Est. Cost $124.17 Unrealized +13.7%
MLM Martin Marietta Materials Inc 0.1%
Value ($000) $432 Shares 787 Est. Cost $511.27 Unrealized +3.0%
TSM Taiwan Semicondutor Mfg 0.1%
Value ($000) $425 Shares 1,876 Est. Cost $145.09 Unrealized
NOW Servicenow Inc Common 0.1%
Value ($000) $425 Shares 413 Est. Cost $149.72 Unrealized +26.0%
DEO Diageo PLC New Spons ADR 0.1%
Value ($000) $422 Shares 4,183 Est. Cost $132.00 Unrealized
QUAL Ishares Msci USA Quality Factor ETF 0.1%
Value ($000) $422 Shares 2,307 Est. Cost $116.79 Unrealized
CTAS Cintas Corp 0.1%
Value ($000) $416 Shares 1,868 Est. Cost $190.59 Unrealized +12.3%
PSX Phillips 66 Com 0.1%
Value ($000) $411 Shares 3,441 Est. Cost $121.35 Unrealized -9.8%
XLRE Real Estate - Select Sector ETF 0.1%
Value ($000) $400 Shares 9,663 Est. Cost $27.72 Unrealized
CM Canadian Imperial Bank Common 0.1%
Value ($000) $400 Shares 5,646 Est. Cost $49.03 Unrealized +30.0%
FISV Fiserv, Inc Common 0.1%
Value ($000) $392 Shares 2,271 Est. Cost $130.46 Unrealized +39.0%
HSY The Hershey Company 0.1%
Value ($000) $390 Shares 2,348 Est. Cost $164.07 Unrealized -1.5%
SO Southern Company 0.1%
Value ($000) $388 Shares 4,230 Est. Cost $43.99 Unrealized +100.0%
PGX Invesco Exchange Traded PFD II 0.1%
Value ($000) $386 Shares 34,710 Est. Cost $12.13 Unrealized
MCO Moody's Corp. 0.1%
Value ($000) $380 Shares 758 Est. Cost $457.14 Unrealized +0.8%
ELV Elevance Health, Inc. 0.1%
Value ($000) $378 Shares 971 Est. Cost $438.59 Unrealized -9.6%
IYW iShares U.S. Technology ETF 0.1%
Value ($000) $372 Shares 2,146 Est. Cost $150.21 Unrealized
NVO Novo-nordisk A S ADR 0.1%
Value ($000) $365 Shares 5,295 Est. Cost $111.40 Unrealized
DLR Digital Rlty Tr Inc REIT 0.1%
Value ($000) $362 Shares 2,075 Est. Cost $140.76 Unrealized +13.8%
VLO Valero Energy Corp 0.1%
Value ($000) $354 Shares 2,635 Est. Cost $125.11 Unrealized -2.3%
KR Kroger Company 0.0%
Value ($000) $351 Shares 4,900 Est. Cost $52.14 Unrealized +30.8%
BLV Vanguard Long-term Bond Index Fund ETF 0.0%
Value ($000) $342 Shares 4,922 Est. Cost $66.62 Unrealized
IJK Ishares Tr S&P Midcap 400 Growth ETF 0.0%
Value ($000) $342 Shares 3,760 Est. Cost $82.12 Unrealized
XLV Health Care - SPDR Select Sector ETF 0.0%
Value ($000) $340 Shares 2,520 Est. Cost $141.91 Unrealized
BA Boeing Company 0.0%
Value ($000) $338 Shares 1,615 Est. Cost $211.95 Unrealized -10.9%
GEV GE Vernova Inc Com 0.0%
Value ($000) $335 Shares 633 Est. Cost $186.92 Unrealized +122.5%
TTWO Take-Two Interactive Software Inc 0.0%
Value ($000) $331 Shares 1,363 Est. Cost $164.43 Unrealized +37.0%
IWP iShares Russell Mid Cap Growth ETF 0.0%
Value ($000) $328 Shares 2,368 Est. Cost $121.57 Unrealized
CEG Constellation Energy Corp Common 0.0%
Value ($000) $322 Shares 998 Est. Cost $231.13 Unrealized +14.2%
SU Suncor Energy Inc New 0.0%
Value ($000) $322 Shares 8,599 Est. Cost $35.38 Unrealized +1.4%
NFRA Flexshares Global Broad Infrastracture Common 0.0%
Value ($000) $320 Shares 5,170 Est. Cost $56.39 Unrealized
XLF Financials - SPDR Select Sector ETF 0.0%
Value ($000) $319 Shares 6,091 Est. Cost $42.17 Unrealized
BX Blackstone Inc Common 0.0%
Value ($000) $315 Shares 2,109 Est. Cost $112.51 Unrealized +20.1%
T AT&T Inc 0.0%
Value ($000) $300 Shares 10,373 Est. Cost $17.60 Unrealized +53.2%
DD Dupont De Nemours Inc Corp Common 0.0%
Value ($000) $298 Shares 4,338 Est. Cost $30.65 Unrealized -10.9%
AXP American Express Company 0.0%
Value ($000) $295 Shares 925 Est. Cost $90.44 Unrealized +208.9%
SPGP Invesco S&P 500 Garp ETF 0.0%
Value ($000) $291 Shares 2,700 Est. Cost $104.88 Unrealized
NKE Nike Inc Cl B 0.0%
Value ($000) $288 Shares 4,061 Est. Cost $88.82 Unrealized -33.5%
GOVT Ishares US Treasury Bond ETF 0.0%
Value ($000) $287 Shares 12,468 Est. Cost $22.86 Unrealized
CIVI Civitas Resources Inc 0.0%
Value ($000) $286 Shares 10,380 Est. Cost $49.53 Unrealized -44.1%
CMG Chipotle Mexican Grill Inc Common 0.0%
Value ($000) $285 Shares 5,073 Est. Cost $57.93 Unrealized -12.2%
AGG Ishares Tr Core U S Aggregate Bd ETF 0.0%
Value ($000) $285 Shares 2,870 Est. Cost $101.89 Unrealized
IJH Ishares Tr Core S&P Mid-Cap ETF 0.0%
Value ($000) $281 Shares 4,523 Est. Cost $65.36 Unrealized
CARR Carrier Global Corp Common 0.0%
Value ($000) $279 Shares 3,806 Est. Cost $57.57 Unrealized +16.9%
NRG NRG Energy Inc 0.0%
Value ($000) $276 Shares 1,718 Est. Cost $32.10 Unrealized +307.9%
IP International Paper 0.0%
Value ($000) $276 Shares 5,890 Est. Cost $38.96 Unrealized +18.0%
XLB Materials - SPDR Select Sector ETF 0.0%
Value ($000) $274 Shares 3,122 Est. Cost $71.79 Unrealized
IVE Ishares S&P 500 Value ETF 0.0%
Value ($000) $271 Shares 1,387 Est. Cost $180.33 Unrealized
BP BP P.L.C. 0.0%
Value ($000) $268 Shares 8,970 Est. Cost $29.88 Unrealized
MDB MongoDB, Inc. - Class A 0.0%
Value ($000) $266 Shares 1,265 Est. Cost $184.86 Unrealized 0.0%
NTRS Northern Trust Corp 0.0%
Value ($000) $263 Shares 2,075 Est. Cost $93.86 Unrealized +7.1%
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $256 Shares 576 Est. Cost $425.17 Unrealized +8.4%
FTNT Fortinet Inc. 0.0%
Value ($000) $254 Shares 2,400 Est. Cost $66.31 Unrealized +52.2%
SPDW SPDR Portfolio World EX-US ETF 0.0%
Value ($000) $247 Shares 6,096 Est. Cost $34.37 Unrealized
IWN Ishares Russell 2000 Val Ind 0.0%
Value ($000) $234 Shares 1,484 Est. Cost $146.69 Unrealized
STT State St Corp 0.0%
Value ($000) $234 Shares 2,200 Est. Cost $78.76 Unrealized +15.0%
ENB Enbridge Inc Common 0.0%
Value ($000) $230 Shares 5,076 Est. Cost $33.55 Unrealized +30.5%
XLY Consumer Discretionary - SPDR Select Sector ETF 0.0%
Value ($000) $221 Shares 1,017 Est. Cost $194.12 Unrealized
GUNR Flexshares Morningstar Global Natural Res ETF 0.0%
Value ($000) $219 Shares 5,450 Est. Cost $35.75 Unrealized
SRE Sempra Energy 0.0%
Value ($000) $218 Shares 2,876 Est. Cost $79.09 Unrealized -8.2%
XNTK Spdr NYSE Technology ETF 0.0%
Value ($000) $217 Shares 915 Est. Cost $118.39 Unrealized
IWO Ishares Russell 2000 Growth ETF 0.0%
Value ($000) $211 Shares 737 Est. Cost $260.20 Unrealized
EFAV Ishares Msci Eafe Min Vol Factor ETF 0.0%
Value ($000) $210 Shares 2,500 Est. Cost $70.71 Unrealized
VGT Vanguard Information Technology ETF 0.0%
Value ($000) $210 Shares 316 Est. Cost $410.04 Unrealized
EPD Enterprise Products Partners LP 0.0%
Value ($000) $209 Shares 6,725 Est. Cost $26.39 Unrealized
VCLT Vanguard Long-Term Corp Bond Index Fund 0.0%
Value ($000) $208 Shares 2,742 Est. Cost $95.35 Unrealized
PYPL Paypal Holdings Inc 0.0%
Value ($000) $208 Shares 2,800 Est. Cost $68.19 Unrealized +0.2%
XLU Utilities - SPDR Select Sector ETF 0.0%
Value ($000) $205 Shares 2,513 Est. Cost $59.22 Unrealized
AEP American Electric Power Co 0.0%
Value ($000) $204 Shares 1,970 Est. Cost $57.76 Unrealized +76.5%
IWS IShares Russell Mid-cap Value ETF 0.0%
Value ($000) $203 Shares 1,538 Est. Cost $118.82 Unrealized
SHOP Shopify Inc 0.0%
Value ($000) $202 Shares 1,750 Est. Cost $69.07 Unrealized +44.8%
OMC Omnicom Group Inc 0.0%
Value ($000) $201 Shares 2,795 Est. Cost $91.35 Unrealized -21.2%
EOG EOG Resources Inc Common 0.0%
Value ($000) $200 Shares 1,675 Est. Cost $92.01 Unrealized +21.8%
EW Edwards Lifesciences Corp Common 0.0%
Value ($000) $199 Shares 2,550 Est. Cost $71.65 Unrealized +4.1%
VEU Vanguard Ftse All World Ex US Index Fund ETF 0.0%
Value ($000) $198 Shares 2,939 Est. Cost $50.36 Unrealized
SLF Sun Life Finl Inc Common 0.0%
Value ($000) $189 Shares 2,844 Est. Cost $39.86 Unrealized +53.8%
EME Emcor Group Inc Common 0.0%
Value ($000) $187 Shares 349 Est. Cost $360.60 Unrealized +22.3%
CI Cigna Corp Common 0.0%
Value ($000) $186 Shares 564 Est. Cost $215.68 Unrealized +47.4%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $186 Shares 2,041 Est. Cost $115.97 Unrealized -17.3%
ONB Old National Bancorp 0.0%
Value ($000) $184 Shares 8,645 Est. Cost $17.21 Unrealized +20.2%
IYM Ishares Tr DJ Basic Material 0.0%
Value ($000) $182 Shares 1,300 Est. Cost $103.80 Unrealized
MET Metlife Inc 0.0%
Value ($000) $182 Shares 2,257 Est. Cost $40.23 Unrealized +88.5%
SPSM SPDR Portfolio Small Cap ETF 0.0%
Value ($000) $180 Shares 4,233 Est. Cost $42.35 Unrealized
ITOT IShares Trust S&P 1500 Total US Stock Mkt ETF 0.0%
Value ($000) $180 Shares 1,331 Est. Cost $78.93 Unrealized
BBY Best Buy Inc 0.0%
Value ($000) $180 Shares 2,675 Est. Cost $84.50 Unrealized -22.6%
MBB Ishares Barclays Mbs Bond Fund ETF 0.0%
Value ($000) $179 Shares 1,906 Est. Cost $91.72 Unrealized
IJR Ishares S&P Small Cap 600 Index Fund 0.0%
Value ($000) $175 Shares 1,598 Est. Cost $109.32 Unrealized
SPYG SPDR Portfolio S&P 500 Growth ETF 0.0%
Value ($000) $173 Shares 1,815 Est. Cost $82.94 Unrealized
DLTR Dollar Tree 0.0%
Value ($000) $171 Shares 1,730 Est. Cost $112.25 Unrealized -23.1%
LNG Cheniere Energy Inc Common New 0.0%
Value ($000) $169 Shares 695 Est. Cost $161.68 Unrealized +43.2%
ECL Ecolab Inc 0.0%
Value ($000) $168 Shares 625 Est. Cost $241.28 Unrealized +4.6%
KMB Kimberly-Clark Corp 0.0%
Value ($000) $166 Shares 1,285 Est. Cost $113.48 Unrealized +16.1%
GIS General Mills 0.0%
Value ($000) $162 Shares 3,128 Est. Cost $55.30 Unrealized -2.7%
MRSH Marsh & McLennan Cos Inc Common 0.0%
Value ($000) $160 Shares 731 Est. Cost $160.80 Unrealized +38.8%
XLC Communication Services - SPDR Select Sector ETF 0.0%
Value ($000) $158 Shares 1,452 Est. Cost $81.31 Unrealized
DOW Dow Inc Corp Common 0.0%
Value ($000) $157 Shares 5,945 Est. Cost $32.58 Unrealized -14.7%
VFH Vanguard Financials ETF 0.0%
Value ($000) $157 Shares 1,236 Est. Cost $109.91 Unrealized
UBS UBS Group AG 0.0%
Value ($000) $156 Shares 4,600 Est. Cost $31.70 Unrealized -2.4%
MSI Motorola Solutions Inc Common New 0.0%
Value ($000) $155 Shares 369 Est. Cost $200.10 Unrealized +107.4%
DWM Wisdomtree International Equity Fund Eqy ETF 0.0%
Value ($000) $153 Shares 2,415 Est. Cost $49.57 Unrealized
ADSK Autodesk Inc 0.0%
Value ($000) $152 Shares 492 Est. Cost $229.92 Unrealized +23.4%
VVV Valvoline Inc 0.0%
Value ($000) $152 Shares 4,003 Est. Cost $36.09 Unrealized -3.1%
SUB iShares National Muni Bond ETF 0.0%
Value ($000) $151 Shares 1,417 Est. Cost $104.91 Unrealized
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $150 Shares 286 Est. Cost $641.26 Unrealized -13.3%
GEHC GE Healthcare Technologies Inc 0.0%
Value ($000) $147 Shares 1,980 Est. Cost $81.77 Unrealized -15.0%
CMCSA Comcast Corporation (New) 0.0%
Value ($000) $143 Shares 4,004 Est. Cost $40.09 Unrealized -15.4%
MNST Monster Beverage Corp 0.0%
Value ($000) $138 Shares 2,199 Est. Cost $46.83 Unrealized +30.5%
SAP SAP SE ADR 0.0%
Value ($000) $137 Shares 450 Est. Cost $246.21 Unrealized
KMI Kinder Morgan Inc Del 0.0%
Value ($000) $133 Shares 4,514 Est. Cost $18.17 Unrealized +47.3%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $132 Shares 2,949 Est. Cost $46.88 Unrealized -4.6%
XLP Consumer Staples - SPDR Select Sector ETF 0.0%
Value ($000) $130 Shares 1,605 Est. Cost $77.54 Unrealized
DRI Darden Restaurants 0.0%
Value ($000) $129 Shares 590 Est. Cost $126.25 Unrealized +61.8%
VBK Vanguard Small-Cap Growth ETF 0.0%
Value ($000) $128 Shares 463 Est. Cost $213.80 Unrealized
IWB Ishares Russell 1000 Index 0.0%
Value ($000) $127 Shares 373 Est. Cost $311.65 Unrealized
RPM RPM International Inc Common 0.0%
Value ($000) $126 Shares 1,150 Est. Cost $115.74 Unrealized -5.0%
USIG Ishares Broad Usd Investment Gr Corp Bond ETF 0.0%
Value ($000) $125 Shares 2,427 Est. Cost $50.33 Unrealized
D Dominion Energy Inc 0.0%
Value ($000) $123 Shares 2,176 Est. Cost $51.09 Unrealized +4.1%
Total Se 0.0%
Value ($000) $122 Shares 1,980 Est. Cost $19.99 Unrealized
DVN Devon Energy Corporation New 0.0%
Value ($000) $119 Shares 3,744 Est. Cost $53.49 Unrealized -41.6%
SLV Ishares Silver Tr 0.0%
Value ($000) $115 Shares 3,515 Est. Cost $19.07 Unrealized
DGRW Wisdomtree U.S. Quality Dividend Growth Fund ETF 0.0%
Value ($000) $115 Shares 1,371 Est. Cost $83.74 Unrealized
ACWX Ishares Msci Acwi Ex US ETF 0.0%
Value ($000) $114 Shares 1,876 Est. Cost $53.13 Unrealized
SPXL Direxion Daily S&P 500 Bull 3x Shares ETF 0.0%
Value ($000) $113 Shares 650 Est. Cost $27.33 Unrealized
FCX Freeport-McMoran Inc 0.0%
Value ($000) $111 Shares 2,560 Est. Cost $37.23 Unrealized +1.3%
AFL AFLAC Inc 0.0%
Value ($000) $111 Shares 1,050 Est. Cost $94.00 Unrealized +10.3%
HRB H & R Block Inc. 0.0%
Value ($000) $110 Shares 2,000 Est. Cost $56.67 Unrealized -0.4%
PZA Invesco National AMT-Free Municipal Bond ETF 0.0%
Value ($000) $109 Shares 4,872 Est. Cost $23.31 Unrealized
IGM Ishares Expanded Tech Sector ETF 0.0%
Value ($000) $108 Shares 960 Est. Cost $99.94 Unrealized
INTU Intuit Inc. 0.0%
Value ($000) $106 Shares 135 Est. Cost $613.88 Unrealized +9.9%
WFC Wells Fargo & Co New 0.0%
Value ($000) $106 Shares 1,324 Est. Cost $49.89 Unrealized +42.6%
VWO Vanguard Ftse Emerging Market ETF 0.0%
Value ($000) $104 Shares 2,107 Est. Cost $45.01 Unrealized
CTVA Corteva Inc Com 0.0%
Value ($000) $104 Shares 1,392 Est. Cost $57.80 Unrealized +14.5%
AZN Astrazeneca PLC ADR 0.0%
Value ($000) $104 Shares 1,483 Est. Cost $68.52 Unrealized
CSGS CSG Systems International Inc 0.0%
Value ($000) $103 Shares 1,570 Est. Cost $50.25 Unrealized +22.5%
MCRI Monarch Casino & Resort, Inc 0.0%
Value ($000) $101 Shares 1,173 Est. Cost $80.65 Unrealized -0.0%
IVOO Vanguard S&P Mid-Cap 400 ETF 0.0%
Value ($000) $100 Shares 948 Est. Cost $105.50 Unrealized
ZTS Zoetis Inc Class A 0.0%
Value ($000) $99 Shares 638 Est. Cost $177.41 Unrealized -11.3%
ULTA Ulta Salon Cosmetics & Fragrance Inc 0.0%
Value ($000) $96 Shares 206 Est. Cost $450.97 Unrealized -8.3%
DHS Wisdomtree US High Dividend Fund ETF 0.0%
Value ($000) $96 Shares 1,000 Est. Cost $86.66 Unrealized
BF/A Brown Forman Corp Class A 0.0%
Value ($000) $95 Shares 3,455 Est. Cost $42.62 Unrealized -26.4%
DNP Select Income FD Inc 0.0%
Value ($000) $94 Shares 9,644 Est. Cost $9.94 Unrealized
KLAC Kla-tencor Corp Common 0.0%
Value ($000) $94 Shares 105 Est. Cost $398.01 Unrealized +88.1%
SYF Synchrony Finl Common 0.0%
Value ($000) $92 Shares 1,376 Est. Cost $59.14 Unrealized -6.4%
JCI Johnson Controls International PLC Shs 0.0%
Value ($000) $91 Shares 858 Est. Cost $45.72 Unrealized +100.7%
IQV Iqvia Holdings Inc. 0.0%
Value ($000) $90 Shares 570 Est. Cost $212.96 Unrealized -29.3%
EXC Exelon Corp 0.0%
Value ($000) $88 Shares 2,024 Est. Cost $34.06 Unrealized +27.9%
AIVL Wisdomtree US Ai Enhanced Value Fund ETF 0.0%
Value ($000) $88 Shares 775 Est. Cost $101.78 Unrealized
VTR Ventas 0.0%
Value ($000) $82 Shares 1,299 Est. Cost $60.66 Unrealized +5.4%
LDOS Leidos Holdings Inc 0.0%
Value ($000) $82 Shares 517 Est. Cost $164.34 Unrealized -10.6%
OTIS Otis Worldwide Corp Common 0.0%
Value ($000) $80 Shares 811 Est. Cost $72.79 Unrealized +31.1%
BKLN Invesco Senior Loan ETF 0.0%
Value ($000) $80 Shares 3,825 Est. Cost $20.92 Unrealized
RF Regions Financial Corp COM 0.0%
Value ($000) $79 Shares 3,369 Est. Cost $12.06 Unrealized +70.7%
WEC Wec Energy Group Inc 0.0%
Value ($000) $79 Shares 756 Est. Cost $67.29 Unrealized +54.9%
EXPD Expeditors Intl Wash Inc 0.0%
Value ($000) $79 Shares 689 Est. Cost $105.69 Unrealized +4.9%
ROK Rockwell Automation Inc 0.0%
Value ($000) $76 Shares 230 Est. Cost $181.65 Unrealized +55.3%
ASH Ashland Global Hldgs 0.0%
Value ($000) $75 Shares 1,489 Est. Cost $73.64 Unrealized -32.4%
VMC Vulcan Materials Common 0.0%
Value ($000) $74 Shares 285 Est. Cost $247.97 Unrealized +3.2%
APH Amphenol Corp Class A Com 0.0%
Value ($000) $73 Shares 740 Est. Cost $81.39 Unrealized 0.0%
SOLV Solventum Corp Com 0.0%
Value ($000) $73 Shares 957 Est. Cost $60.63 Unrealized +16.8%
BSCY Invesco Bulletshares 2034 Corp Bd ETF 0.0%
Value ($000) $70 Shares 3,389 Est. Cost $20.75 Unrealized
GAP Gap, Inc 0.0%
Value ($000) $70 Shares 3,200 Est. Cost $21.95 Unrealized -0.4%
FITB Fifth Third Bancorp 0.0%
Value ($000) $69 Shares 1,688 Est. Cost $25.52 Unrealized +43.3%
PRU Prudential Financial 0.0%
Value ($000) $69 Shares 644 Est. Cost $79.37 Unrealized +26.3%
FE Firstenergy Corp 0.0%
Value ($000) $69 Shares 1,710 Est. Cost $35.67 Unrealized +12.9%
IVW Ishares Trust S&P 500 Growth ETF 0.0%
Value ($000) $69 Shares 625 Est. Cost $104.58 Unrealized
RBCAA Republic Bancorp Inc Class A 0.0%
Value ($000) $68 Shares 925 Est. Cost $50.91 Unrealized +34.3%
RSG Republic Services Inc 0.0%
Value ($000) $67 Shares 270 Est. Cost $141.11 Unrealized +73.7%
TXRH Texas Roadhouse Inc 0.0%
Value ($000) $67 Shares 355 Est. Cost $156.16 Unrealized +13.7%
IAU Ishares Gold Trust New ETF 0.0%
Value ($000) $66 Shares 1,062 Est. Cost $49.51 Unrealized
TRV Travelers Cos Inc 0.0%
Value ($000) $66 Shares 247 Est. Cost $173.59 Unrealized +50.2%
WST West Pharmaceutical Services 0.0%
Value ($000) $66 Shares 300 Est. Cost $304.99 Unrealized -30.0%
GSK GSK PLC New 0.0%
Value ($000) $66 Shares 1,707 Est. Cost $3.14 Unrealized
MGY Magnolia Oil & Gas Corp Class A Common 0.0%
Value ($000) $65 Shares 2,900 Est. Cost $21.64 Unrealized +2.3%
CCI Crown Castle Intl Corp Common 0.0%
Value ($000) $65 Shares 630 Est. Cost $127.62 Unrealized -23.2%
LEN Lennar Corp Class A 0.0%
Value ($000) $65 Shares 584 Est. Cost $52.05 Unrealized +106.2%
HWM Howmet Aerospace Inc Common 0.0%
Value ($000) $64 Shares 342 Est. Cost $16.67 Unrealized +821.7%
LYV Live Nation Entertainment Inc Corp 0.0%
Value ($000) $61 Shares 405 Est. Cost $127.50 Unrealized +8.0%
STZ Constellation Brands Common 0.0%
Value ($000) $61 Shares 376 Est. Cost $236.76 Unrealized -25.4%
VONG Vanguard Russell 1000 Growth Index Etf 0.0%
Value ($000) $60 Shares 547 Est. Cost $103.30 Unrealized
BNS Bank of Nova Scotia 0.0%
Value ($000) $59 Shares 1,075 Est. Cost $46.53 Unrealized +7.8%
PH Parker Hannifin Corp Common 0.0%
Value ($000) $59 Shares 85 Est. Cost $273.72 Unrealized +129.5%
GABC German American Bancorp Inc Common 0.0%
Value ($000) $58 Shares 1,500 Est. Cost $30.07 Unrealized +21.9%
BDX Becton Dickinson & Co 0.0%
Value ($000) $56 Shares 325 Est. Cost $226.83 Unrealized -20.4%
VGK Vanguard Intl Equity Index Fund Ftse Europe ETF 0.0%
Value ($000) $56 Shares 720 Est. Cost $67.81 Unrealized
SPH Suburban Propane Partners LP Unit 0.0%
Value ($000) $56 Shares 3,000 Est. Cost $17.20 Unrealized
WPC W P Carey Inc Common 0.0%
Value ($000) $55 Shares 880 Est. Cost $67.56 Unrealized
SUN Sunoco LP 0.0%
Value ($000) $55 Shares 1,022 Est. Cost $51.44 Unrealized
CWB SPDR Bloomberg Convertible Securities ETF 0.0%
Value ($000) $55 Shares 660 Est. Cost $76.59 Unrealized
TLH Ishares 10-20 Year Treasury Bond ETF 0.0%
Value ($000) $54 Shares 534 Est. Cost $100.60 Unrealized
WELL Welltower Inc Common 0.0%
Value ($000) $52 Shares 341 Est. Cost $114.63 Unrealized +29.0%
KHC Kraft Heinz Co 0.0%
Value ($000) $50 Shares 1,941 Est. Cost $30.84 Unrealized -13.6%
GLW Corning Incorporated 0.0%
Value ($000) $50 Shares 948 Est. Cost $31.38 Unrealized +47.5%
SCHH Schwab Strategic Tr ETF 0.0%
Value ($000) $49 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 +1.1%
AMLP Alps ETF Tr 0.0%
Value ($000) $48 Shares 988 Est. Cost $44.06 Unrealized
Walgreens Boots Alliance Inc 0.0%
Value ($000) $48 Shares 4,200 Est. Cost $9.33 Unrealized
IDA Idacorp Inc 0.0%
Value ($000) $47 Shares 407 Est. Cost $102.55 Unrealized +13.0%
BCE BCE Inc Common New 0.0%
Value ($000) $46 Shares 2,085 Est. Cost $39.44 Unrealized -46.6%
IGSB Ishares Trust Corporate Bond ETF 0.0%
Value ($000) $46 Shares 864 Est. Cost $78.13 Unrealized
VOT Vanguard Mid-Cap Growth Index ETF 0.0%
Value ($000) $44 Shares 155 Est. Cost $194.21 Unrealized
VLTO Veralto Corp 0.0%
Value ($000) $44 Shares 436 Est. Cost $73.75 Unrealized +30.4%
FSK FS KKR Capital Corp 0.0%
Value ($000) $43 Shares 2,084 Est. Cost $12.63 Unrealized +43.5%
TM Toyota Mtr Corp ADR 2 0.0%
Value ($000) $43 Shares 250 Est. Cost $133.69 Unrealized
EQR Equity Residential Com Shs 0.0%
Value ($000) $43 Shares 633 Est. Cost $64.33 Unrealized +3.6%
TDS Telephone And Data Systems, Inc 0.0%
Value ($000) $43 Shares 1,200 Est. Cost $30.42 Unrealized +15.3%
IQLT iShares MSCI Int'l Quality Factor ETF 0.0%
Value ($000) $41 Shares 950 Est. Cost $43.22 Unrealized
TROW T Rowe Price Group Inc Com 0.0%
Value ($000) $41 Shares 425 Est. Cost $102.19 Unrealized -13.3%
NDAQ Nasdaq Inc Corp 0.0%
Value ($000) $40 Shares 450 Est. Cost $60.38 Unrealized +31.1%
GSIE Goldman Sachs ETF International Equity 0.0%
Value ($000) $40 Shares 1,000 Est. Cost $39.66 Unrealized
NEM Newmont Mining Corp (New) 0.0%
Value ($000) $40 Shares 678 Est. Cost $45.52 Unrealized +16.2%
DIA SPDR Dow Jones Industrial ETF Trust 0.0%
Value ($000) $39 Shares 88 Est. Cost $423.34 Unrealized
EVRG Evergy Inc 0.0%
Value ($000) $38 Shares 556 Est. Cost $43.35 Unrealized +51.3%
UNF Unifirst Corp 0.0%
Value ($000) $38 Shares 200 Est. Cost $189.01 Unrealized -4.5%
IJT Ishares Trust S&P Small Capital 600 Growth ETF 0.0%
Value ($000) $37 Shares 280 Est. Cost $146.43 Unrealized
AZO Autozone Inc Common 0.0%
Value ($000) $37 Shares 10 Est. Cost $2550.38 Unrealized +44.5%
EEMV Ishares Msci Emerging Markets Min Vol Factor ETF 0.0%
Value ($000) $37 Shares 590 Est. Cost $57.35 Unrealized
XME SPDR Series Trust Metals & Mining ETF 0.0%
Value ($000) $37 Shares 545 Est. Cost $56.75 Unrealized
BSX Boston Scientific Corp 0.0%
Value ($000) $37 Shares 340 Est. Cost $89.28 Unrealized +13.3%
PPL PPL Corporation Corp Common 0.0%
Value ($000) $36 Shares 1,070 Est. Cost $23.59 Unrealized +44.3%
DGX Quest Diagnostics Inc 0.0%
Value ($000) $36 Shares 200 Est. Cost $136.04 Unrealized +26.5%
MCHP Microchip Tech Inc 0.0%
Value ($000) $35 Shares 500 Est. Cost $62.69 Unrealized -14.0%
SCHP Schwab US Tips ETF 0.0%
Value ($000) $35 Shares 1,300 Est. Cost $41.65 Unrealized
RDY Dr Reddy's Laboratories LTD ADR 0.0%
Value ($000) $34 Shares 2,275 Est. Cost $28.08 Unrealized
CCL Carnival Corporation 0.0%
Value ($000) $34 Shares 1,212 Est. Cost $20.32 Unrealized +5.3%
PGR Progressive Corp Common 0.0%
Value ($000) $33 Shares 125 Est. Cost $230.94 Unrealized +11.5%
HLT Hilton Worldwide Holdings Inc. 0.0%
Value ($000) $33 Shares 125 Est. Cost $170.35 Unrealized +39.5%
GILD Gilead Sciences Inc 0.0%
Value ($000) $33 Shares 300 Est. Cost $59.88 Unrealized +74.3%
IIPR Innovative Industrial Properties Inc REIT 0.0%
Value ($000) $33 Shares 600 Est. Cost $86.16 Unrealized
SPHQ Invesco S&P 500 Quality ETF 0.0%
Value ($000) $33 Shares 464 Est. Cost $71.26 Unrealized
MRTN Marten Transport, LTD 0.0%
Value ($000) $33 Shares 2,536 Est. Cost $16.30 Unrealized -20.3%
LHX L3harris Technologies Inc 0.0%
Value ($000) $33 Shares 130 Est. Cost $213.51 Unrealized +6.3%
EYLD Cambria Emerging Shareholder Yield ETF 0.0%
Value ($000) $33 Shares 900 Est. Cost $36.12 Unrealized
FBT First Tr Fund NYSE Arca Biotechnology Index Fd 0.0%
Value ($000) $32 Shares 200 Est. Cost $153.77 Unrealized
HYD Vaneck High Yield Muni ETF 0.0%
Value ($000) $32 Shares 635 Est. Cost $62.50 Unrealized
IJS Ishares S&P Small Cap 600 Value Index ETF 0.0%
Value ($000) $32 Shares 318 Est. Cost $100.63 Unrealized
GEM Goldman Sachs ETF Trust Activebeta Emerging Markets Equity 0.0%
Value ($000) $32 Shares 850 Est. Cost $37.21 Unrealized
SUI Sun Communities, Inc 0.0%
Value ($000) $32 Shares 250 Est. Cost $135.15 Unrealized
RCL Royal Caribbean Cruises Ltd Shs 0.0%
Value ($000) $31 Shares 100 Est. Cost $113.98 Unrealized +107.2%
ES Eversource Energy Corp Common 0.0%
Value ($000) $31 Shares 485 Est. Cost $60.33 Unrealized -0.7%
CTRA Coterra Energy Inc 0.0%
Value ($000) $31 Shares 1,202 Est. Cost $23.53 Unrealized +5.4%
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF 0.0%
Value ($000) $30 Shares 635 Est. Cost $49.24 Unrealized
TFLO Blackrock Ishares Treasury Float Rate Bd ETF 0.0%
Value ($000) $30 Shares 596 Est. Cost $50.65 Unrealized
BOND Pimco Active Bond ETF 0.0%
Value ($000) $30 Shares 325 Est. Cost $94.61 Unrealized
Western Asset Managed Muns Fd Inc Common 0.0%
Value ($000) $30 Shares 3,000 Est. Cost $14.00 Unrealized
TYL Tyler Technologies, Inc. 0.0%
Value ($000) $30 Shares 50 Est. Cost $460.76 Unrealized +22.9%
SBAC SBA Communications Corp REIT 0.0%
Value ($000) $29 Shares 125 Est. Cost $205.35 Unrealized +10.0%
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.0%
Value ($000) $29 Shares 369 Est. Cost $77.65 Unrealized
EBAY Ebay Inc 0.0%
Value ($000) $28 Shares 380 Est. Cost $47.00 Unrealized +49.4%
SNPS Synopsys, Inc Common 0.0%
Value ($000) $28 Shares 55 Est. Cost $472.71 Unrealized -1.4%
BUD Anheuser Busch Inbev Sa/nv Sponsored ADR 0.0%
Value ($000) $27 Shares 400 Est. Cost $44.63 Unrealized
QABA First Tr Nasdaq ABA Cmnty Bk Index Fund 0.0%
Value ($000) $27 Shares 500 Est. Cost $52.86 Unrealized
TDC Teradata Corp 0.0%
Value ($000) $27 Shares 1,200 Est. Cost $31.29 Unrealized -30.5%
KVUE Kenvue Inc 0.0%
Value ($000) $27 Shares 1,270 Est. Cost $19.74 Unrealized +12.2%
SNX TD Synnex Corp 0.0%
Value ($000) $26 Shares 190 Est. Cost $117.73 Unrealized -1.2%
DAR Darling Ingredients Inc 0.0%
Value ($000) $25 Shares 670 Est. Cost $37.80 Unrealized -12.9%
BALL Ball Corp 0.0%
Value ($000) $25 Shares 450 Est. Cost $58.36 Unrealized -11.4%
HTH Hilltop Holdings Inc 0.0%
Value ($000) $25 Shares 830 Est. Cost $31.24 Unrealized -5.1%
TSN Tyson Foods Inc Class A 0.0%
Value ($000) $25 Shares 450 Est. Cost $61.10 Unrealized -8.1%
SNY Sanofi-Aventis 0.0%
Value ($000) $25 Shares 517 Est. Cost $56.61 Unrealized
ACWV Ishares MSCI Global Min Vol Factor ETF 0.0%
Value ($000) $25 Shares 210 Est. Cost $113.23 Unrealized
WAB Westinghouse Air Brake Technologies Corp Com 0.0%
Value ($000) $24 Shares 117 Est. Cost $167.26 Unrealized +14.6%
BKNG Booking Holdings Inc 0.0%
Value ($000) $23 Shares 4 Est. Cost $3508.24 Unrealized +45.2%
HDB HDFC Bank Ltd ADR 0.0%
Value ($000) $23 Shares 300 Est. Cost $62.56 Unrealized
FYLD Cambria Foreign Shareholder Yield ETF 0.0%
Value ($000) $23 Shares 776 Est. Cost $29.24 Unrealized
ROP Roper Technologies Inc Corp 0.0%
Value ($000) $23 Shares 40 Est. Cost $524.47 Unrealized +7.2%
WU Western Union Co Com 0.0%
Value ($000) $22 Shares 2,650 Est. Cost $10.60 Unrealized
ZION Zions Bancorporation Common 0.0%
Value ($000) $21 Shares 400 Est. Cost $47.34 Unrealized -0.9%
WY Weyerhaeuser Common 0.0%
Value ($000) $21 Shares 800 Est. Cost $29.42 Unrealized -13.1%
SLVM Sylvamo Corp Common 0.0%
Value ($000) $20 Shares 404 Est. Cost $64.53 Unrealized -15.2%
AAXJ Ishares MSCI All Country Asia Ex Japan ETF 0.0%
Value ($000) $20 Shares 242 Est. Cost $67.75 Unrealized
VT Vanguard I Total World Stocketf 0.0%
Value ($000) $20 Shares 155 Est. Cost $115.95 Unrealized
JNK SPDR Bloomberg High Yield Bond ETF 0.0%
Value ($000) $19 Shares 200 Est. Cost $106.60 Unrealized
IVZ Invesco Ltd 0.0%
Value ($000) $19 Shares 1,210 Est. Cost $14.01 Unrealized 0.0%
WAT Waters Corp 0.0%
Value ($000) $18 Shares 53 Est. Cost $335.43 Unrealized +2.5%
HLN Haleon PLC 0.0%
Value ($000) $18 Shares 1,780 Est. Cost $9.58 Unrealized
SCHA Schwab US Small-cap ETF Small Cap 0.0%
Value ($000) $18 Shares 726 Est. Cost $24.35 Unrealized
CLX Clorox Co Calif 0.0%
Value ($000) $18 Shares 150 Est. Cost $141.19 Unrealized -7.6%
DGRO Ishares Core Dividend Growth ETF 0.0%
Value ($000) $18 Shares 280 Est. Cost $51.80 Unrealized
KEY KeyCorp 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $15.05 Unrealized 0.0%
VTWO Vanguard Russell 2000 Index ETF 0.0%
Value ($000) $17 Shares 193 Est. Cost $80.65 Unrealized
FFBC First Financial Bancorp Corp 0.0%
Value ($000) $17 Shares 693 Est. Cost $21.85 Unrealized +5.7%
TEVA Teva Pharmacuticals Industry 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $18.02 Unrealized
MFS High Yield Municipal Tr 0.0%
Value ($000) $17 Shares 5,010 Est. Cost $3.52 Unrealized
CME CME Group Inc Common 0.0%
Value ($000) $17 Shares 60 Est. Cost $150.67 Unrealized +78.2%
MAS Masco Corp Common 0.0%
Value ($000) $16 Shares 252 Est. Cost $48.90 Unrealized +27.2%
CMP Compass Minerals International Inc 0.0%
Value ($000) $16 Shares 800 Est. Cost $13.06 Unrealized +23.8%
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $16 Shares 215 Est. Cost $86.96 Unrealized -25.2%
IYE iShares U.S. Energy ETF 0.0%
Value ($000) $16 Shares 353 Est. Cost $46.34 Unrealized
ADM Archer Danels Midland 0.0%
Value ($000) $16 Shares 300 Est. Cost $32.34 Unrealized +47.1%
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) $16 Shares 316 Est. Cost $48.11 Unrealized
Nuveen Municipal Value Fund Inc 0.0%
Value ($000) $16 Shares 1,800 Est. Cost $8.59 Unrealized
OTTR Otter Tail Corp Common 0.0%
Value ($000) $15 Shares 200 Est. Cost $43.72 Unrealized +74.6%
IYH iShares U.S. Healthcare ETF 0.0%
Value ($000) $15 Shares 270 Est. Cost $60.89 Unrealized
MAA Mid-America Apartment Com 0.0%
Value ($000) $15 Shares 100 Est. Cost $131.86 Unrealized +15.6%
ROBT First Trust Nasdaq Al & Robotics ETF 0.0%
Value ($000) $14 Shares 300 Est. Cost $34.00 Unrealized
ARKK ARK Innovation ETF 0.0%
Value ($000) $14 Shares 200 Est. Cost $47.53 Unrealized
Calamos Dynamic Convertible And Income Fund 0.0%
Value ($000) $14 Shares 682 Est. Cost $0.02 Unrealized
CTBI Community Trust Bancorp Inc Common 0.0%
Value ($000) $13 Shares 250 Est. Cost $25.28 Unrealized +93.9%
NUE Nucor Corp 0.0%
Value ($000) $13 Shares 100 Est. Cost $57.55 Unrealized +100.7%
GBTC Grayscale Bitcoin Trust ETF 0.0%
Value ($000) $13 Shares 150 Est. Cost $53.24 Unrealized
IBB Ishares Biotechnology ETF 0.0%
Value ($000) $13 Shares 100 Est. Cost $128.39 Unrealized
INTC Intel Corporation 0.0%
Value ($000) $13 Shares 560 Est. Cost $31.53 Unrealized -34.3%
CDNS Cadence Design Systems Inc Corp Common 0.0%
Value ($000) $12 Shares 40 Est. Cost $247.05 Unrealized +17.7%
Ansys Inc 0.0%
Value ($000) $12 Shares 35 Est. Cost $335.12 Unrealized
WBD Warner Bros. Discovery Srs 0.0%
Value ($000) $12 Shares 1,069 Est. Cost $8.56 Unrealized +9.0%
ICLN Ishares Global Clean Energy ETF 0.0%
Value ($000) $12 Shares 925 Est. Cost $17.53 Unrealized
BAX Baxter International Inc Com 0.0%
Value ($000) $12 Shares 400 Est. Cost $41.70 Unrealized -28.1%
MFS High Income Municipal Tr 0.0%
Value ($000) $12 Shares 3,332 Est. Cost $3.68 Unrealized
ALGN Align Technology Inc 0.0%
Value ($000) $12 Shares 63 Est. Cost $214.41 Unrealized -17.6%
TIP Ishares Tips Bond ETF 0.0%
Value ($000) $11 Shares 100 Est. Cost $0.11 Unrealized
FICO Fair Isaac Corp 0.0%
Value ($000) $11 Shares 6 Est. Cost $749.78 Unrealized +150.4%
KDP Keurig Dr Pepper Inc 0.0%
Value ($000) $11 Shares 326 Est. Cost $31.91 Unrealized +3.5%
CNC Centene Corp Del Common 0.0%
Value ($000) $11 Shares 196 Est. Cost $69.04 Unrealized -15.1%
VTRS Viatris Inc 0.0%
Value ($000) $11 Shares 1,188 Est. Cost $11.19 Unrealized -26.7%
BTI British American Tobacco PLC ADR 0.0%
Value ($000) $11 Shares 224 Est. Cost $36.58 Unrealized
SHY IShares Trust Lehman 1-3 Year Tsy Bond ETF 0.0%
Value ($000) $11 Shares 127 Est. Cost $81.98 Unrealized
GSBD Goldman Sachs BDC, Inc 0.0%
Value ($000) $10 Shares 900 Est. Cost $11.02 Unrealized 0.0%
CNXC Concentrix Corp 0.0%
Value ($000) $10 Shares 190 Est. Cost $42.84 Unrealized +20.4%
NXPI NXP Semiconductors Nv Corp 0.0%
Value ($000) $10 Shares 45 Est. Cost $180.04 Unrealized +7.1%
IOO Blackrock Institutional Trust Company N.A. Ishares Global 100 Etf 0.0%
Value ($000) $10 Shares 90 Est. Cost $80.52 Unrealized
PCAR Paccar Inc 0.0%
Value ($000) $10 Shares 100 Est. Cost $48.44 Unrealized +86.7%
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 -6.4%
BIIB Biogen Incorporated 0.0%
Value ($000) $9 Shares 75 Est. Cost $319.93 Unrealized -61.1%
BUSE First Busey Corp Common New 0.0%
Value ($000) $9 Shares 400 Est. Cost $20.33 Unrealized +3.0%
PSR Invesco Active US Real Estate Fund ETF 0.0%
Value ($000) $9 Shares 100 Est. Cost $80.00 Unrealized
DJT Trump Media & Technology Group 0.0%
Value ($000) $9 Shares 483 Est. Cost $34.74 Unrealized -37.4%
LYB Lyondellbasell Industries N.V., London Shs 0.0%
Value ($000) $9 Shares 150 Est. Cost $84.01 Unrealized -35.2%
IYR Ishares Tr Dow Jones Real ES 0.0%
Value ($000) $9 Shares 90 Est. Cost $78.95 Unrealized
MRP Millrose Properties Inc. Ordinary Shares- Class A 0.0%
Value ($000) $8 Shares 291 Est. Cost $28.51 Unrealized
MTD Mettler-toledo International Inc. 0.0%
Value ($000) $8 Shares 7 Est. Cost $1235.86 Unrealized -9.6%
SJM Smucker J M Common New 0.0%
Value ($000) $8 Shares 83 Est. Cost $106.68 Unrealized +0.5%
DG Dollar General Corp 0.0%
Value ($000) $8 Shares 70 Est. Cost $160.98 Unrealized -39.0%
HNRG Hallador Energy Co 0.0%
Value ($000) $8 Shares 500 Est. Cost $15.45 Unrealized 0.0%
Blackrock Muni Holdings Fund 0.0%
Value ($000) $7 Shares 658 Est. Cost $11.67 Unrealized
GM General Motors 0.0%
Value ($000) $7 Shares 149 Est. Cost $50.92 Unrealized -7.6%
CZR Caesars Entertainment Inc Ordinary Shares 0.0%
Value ($000) $7 Shares 258 Est. Cost $37.50 Unrealized -27.5%
KMX Carmax Inc 0.0%
Value ($000) $7 Shares 104 Est. Cost $67.22 Unrealized +0.0%
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 -6.0%
BHF Brighthouse Finl Inc Common 0.0%
Value ($000) $7 Shares 123 Est. Cost $57.39 Unrealized -2.0%
HAL Halliburton Co 0.0%
Value ($000) $6 Shares 312 Est. Cost $29.53 Unrealized -30.4%
WSBC Wesbanco Inc Common 0.0%
Value ($000) $6 Shares 200 Est. Cost $35.37 Unrealized -14.5%
GWW Grainger W Inc Common 0.0%
Value ($000) $6 Shares 6 Est. Cost $452.39 Unrealized +128.4%
IBIT iShares Bitcoin Trust ETF 0.0%
Value ($000) $6 Shares 100 Est. Cost $36.13 Unrealized
HMC Honda Motor Co LTD ADR 0.0%
Value ($000) $6 Shares 206 Est. Cost $31.73 Unrealized
RWAY Runway Growth Finance Corp 0.0%
Value ($000) $6 Shares 548 Est. Cost $9.77 Unrealized -9.2%
MSCI MSCI Inc. 0.0%
Value ($000) $6 Shares 10 Est. Cost $473.00 Unrealized +16.1%
TLT Ishares 20 Year Trsy Bond 0.0%
Value ($000) $6 Shares 63 Est. Cost $87.33 Unrealized
CC Chemours Company 0.0%
Value ($000) $5 Shares 480 Est. Cost $18.61 Unrealized -40.5%
IYF Ishares Trust DJ US Financial Financials ETF 0.0%
Value ($000) $5 Shares 45 Est. Cost $69.43 Unrealized
FTV Fortive Corporation 0.0%
Value ($000) $5 Shares 100 Est. Cost $52.12 Unrealized +0.2%
XEL XCEL Energy Inc 0.0%
Value ($000) $5 Shares 75 Est. Cost $64.42 Unrealized +5.3%
NOC Northrop Grumman Corp Common 0.0%
Value ($000) $5 Shares 10 Est. Cost $439.29 Unrealized +10.7%
USHY Ishares Broad Usd High Yield Corp Bond ETF 0.0%
Value ($000) $5 Shares 133 Est. Cost $36.16 Unrealized
MFS Investment Grade Municipal 0.0%
Value ($000) $5 Shares 648 Est. Cost $7.99 Unrealized
ALK Alaska Air Group Inc Corp Common 0.0%
Value ($000) $5 Shares 100 Est. Cost $67.73 Unrealized -28.3%
OGN Organon & Co Corp Com 0.0%
Value ($000) $5 Shares 500 Est. Cost $15.75 Unrealized -34.9%
RVTY Perkinelmer Inc 0.0%
Value ($000) $5 Shares 50 Est. Cost $95.91 Unrealized -1.9%
COIN Coin UW Equity Common 0.0%
Value ($000) $5 Shares 13 Est. Cost $179.97 Unrealized +29.9%
FCOM Fidelity MSCI Communication Services Index ETF 0.0%
Value ($000) $5 Shares 70 Est. Cost $46.21 Unrealized
HAP Vaneck Natural Resources ETF 0.0%
Value ($000) $4 Shares 85 Est. Cost $33.66 Unrealized
XYZ Block Inc 0.0%
Value ($000) $4 Shares 65 Est. Cost $79.35 Unrealized -26.7%
BBJP JPMorgan Betabuilders Japan ETF 0.0%
Value ($000) $4 Shares 68 Est. Cost $55.52 Unrealized
VIS Vanguard Industrials ETF 0.0%
Value ($000) $4 Shares 15 Est. Cost $174.45 Unrealized
AMX America Movil Sab DE ADR Cls B 0.0%
Value ($000) $4 Shares 234 Est. Cost $21.64 Unrealized
AR Antero Resources 0.0%
Value ($000) $4 Shares 100 Est. Cost $38.35 Unrealized -1.3%
SPG Simon Property Group INC Prop Grp REIT 0.0%
Value ($000) $4 Shares 25 Est. Cost $91.23 Unrealized +67.4%
LUMN Lumen Technology 0.0%
Value ($000) $4 Shares 869 Est. Cost $4.98 Unrealized -22.2%
ET Energy Transfer LP 0.0%
Value ($000) $4 Shares 200 Est. Cost $16.05 Unrealized
KCE SPDR S&P Capital Markets ETF 0.0%
Value ($000) $4 Shares 25 Est. Cost $126.16 Unrealized
FMC FMC Corp 0.0%
Value ($000) $3 Shares 80 Est. Cost $100.25 Unrealized -61.8%
PPC Pilgrims Pride 0.0%
Value ($000) $3 Shares 74 Est. Cost $50.02 Unrealized -1.9%
Hess Corp 0.0%
Value ($000) $3 Shares 24 Est. Cost $146.52 Unrealized
INVZ Innoviz Technologies Ltd Corp 0.0%
Value ($000) $3 Shares 2,000 Est. Cost $4.79 Unrealized -81.8%
VDC Vanguard Consumer Staples Index Fund ETF 0.0%
Value ($000) $3 Shares 13 Est. Cost $195.34 Unrealized
VAW Vanguard Materials Index Fund ETF 0.0%
Value ($000) $3 Shares 14 Est. Cost $177.09 Unrealized
VXF Vanguard Extended Market Index ETF 0.0%
Value ($000) $3 Shares 14 Est. Cost $182.00 Unrealized
Uniti Group Inc Common 0.0%
Value ($000) $3 Shares 620 Est. Cost $5.50 Unrealized
JAZZ Jazz Pharmaceuticals Plc 0.0%
Value ($000) $3 Shares 25 Est. Cost $108.63 Unrealized 0.0%
EH Ehang Holdings, LTD 0.0%
Value ($000) $3 Shares 150 Est. Cost $15.75 Unrealized
EXR Extra Space Storage Inc REIT 0.0%
Value ($000) $3 Shares 17 Est. Cost $115.65 Unrealized +21.8%
VDE Vanguard World Funds Vanguard Energy ETF 0.0%
Value ($000) $3 Shares 21 Est. Cost $126.49 Unrealized
ARKX Ark ETF Trust Space Exploration & Innovation 0.0%
Value ($000) $2 Shares 100 Est. Cost $19.52 Unrealized
BSJQ Invesco BulletShares 2026 Hi Yld Corp Bd ETF 0.0%
Value ($000) $2 Shares 101 Est. Cost $23.62 Unrealized
BSJP Invesco BulletShares 2025 Hi Yld Corp Bd ETF 0.0%
Value ($000) $2 Shares 102 Est. Cost $23.26 Unrealized
Churchill Cap Corp IV 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.61 Unrealized
PRCT Procept Biorobotics Corp 0.0%
Value ($000) $2 Shares 36 Est. Cost $71.04 Unrealized -20.4%
STLA Stellantis N V F 0.0%
Value ($000) $2 Shares 200 Est. Cost $15.00 Unrealized
HCA Health Corp America 0.0%
Value ($000) $2 Shares 5 Est. Cost $218.18 Unrealized +64.3%
NLOP Net Lease Office Properties 0.0%
Value ($000) $2 Shares 58 Est. Cost $24.62 Unrealized
VFC V F Corp Common 0.0%
Value ($000) $2 Shares 156 Est. Cost $22.16 Unrealized -44.1%
MKC McCormick & Co Inc Common Non Vtg 0.0%
Value ($000) $2 Shares 23 Est. Cost $61.94 Unrealized +18.5%
DAL Delta Air Lines Inc Del Common New 0.0%
Value ($000) $1 Shares 30 Est. Cost $42.88 Unrealized +6.2%
SIRI Sirius XM Holdings Inc 0.0%
Value ($000) $1 Shares 62 Est. Cost $23.55 Unrealized -8.6%
LAC Lithium Americas Corp 0.0%
Value ($000) $1 Shares 500 Est. Cost $4.42 Unrealized -37.3%
SAM Boston Beer Co, Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $278.81 Unrealized -17.4%
NVAX Novavax, Inc Common 0.0%
Value ($000) $1 Shares 142 Est. Cost $8.46 Unrealized -21.7%
VOX Vanguard Communication Services ETF 0.0%
Value ($000) $1 Shares 5 Est. Cost $155.00 Unrealized
LULU Lululemon Athletica Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $334.33 Unrealized -17.6%
IEI Ishares Barclays 3 7 Year Treasury Bond Fund ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $0.33 Unrealized
LBRT Liberty Energy Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 25 Est. Cost $17.95 Unrealized -32.5%
SCHE Schwab Emerging Markets Equity ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $27.50 Unrealized
Wolfspeed Inc 0.0%
Value ($000) $0 Shares 114 Est. Cost $31.86 Unrealized
LTBR Lightbridge Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $3.00 Unrealized