Independence Bank of Kentucky Diversified Active

CIK: 0001730479 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 9, 2025

Total Value ($000): $777,969 (100.0% shares, 0.0% debt)

Holdings (623)

SPY S&P 500 Tr UTS Unit 1 Ser 10.8%
Value ($000) $84,197 Shares 126,388 Est. Cost $535.17 Unrealized
MSFT Microsoft Corp 5.0%
Value ($000) $38,557 Shares 74,441 Est. Cost $352.82 Unrealized +44.2%
AAPL Apple Incorporated 4.0%
Value ($000) $30,885 Shares 121,294 Est. Cost $150.76 Unrealized +49.6%
JPM JP Morgan Chase & Co 3.7%
Value ($000) $28,701 Shares 90,990 Est. Cost $172.19 Unrealized +71.9%
NVDA Nvidia Corp Common 3.1%
Value ($000) $23,853 Shares 127,844 Est. Cost $111.11 Unrealized +56.9%
GOOGL Alphabet Inc Class A 2.8%
Value ($000) $21,676 Shares 89,164 Est. Cost $133.54 Unrealized +56.7%
VTI Vanguard Total Stock Market ETF 2.6%
Value ($000) $20,591 Shares 62,744 Est. Cost $281.84 Unrealized
AMZN Amazon Com Inc 2.5%
Value ($000) $19,263 Shares 87,730 Est. Cost $156.88 Unrealized +44.3%
META Meta Platform, Inc. 1.7%
Value ($000) $13,033 Shares 17,747 Est. Cost $319.00 Unrealized +133.0%
EFA Ishares Tr MSCI EAFE Index 1.5%
Value ($000) $11,480 Shares 122,954 Est. Cost $76.74 Unrealized
LLY Lilly Eli & Co 1.4%
Value ($000) $11,080 Shares 14,521 Est. Cost $600.01 Unrealized +23.7%
V Visa Inc 1.4%
Value ($000) $10,906 Shares 31,947 Est. Cost $207.53 Unrealized +66.3%
VOO Vanguard S&P 500 Index ETF 1.2%
Value ($000) $9,400 Shares 15,350 Est. Cost $427.78 Unrealized
ORCL Oracle Corp 1.2%
Value ($000) $9,063 Shares 32,226 Est. Cost $115.64 Unrealized +119.8%
VRT Vertiv Holdings Co Cl A 1.1%
Value ($000) $8,883 Shares 58,884 Est. Cost $96.70 Unrealized +37.9%
PG Procter & Gamble Co 1.1%
Value ($000) $8,692 Shares 56,573 Est. Cost $122.41 Unrealized +26.5%
IWR Ishares Russell Midcap Index 1.1%
Value ($000) $8,182 Shares 84,739 Est. Cost $70.57 Unrealized
JNJ Johnson & Johnson 1.0%
Value ($000) $7,912 Shares 42,671 Est. Cost $132.25 Unrealized +28.2%
HD Home Depot Inc 1.0%
Value ($000) $7,515 Shares 18,547 Est. Cost $342.05 Unrealized +13.8%
CVX Chevron Corporation 0.9%
Value ($000) $6,927 Shares 44,610 Est. Cost $120.47 Unrealized +26.4%
IWM Russell 2000 Index Fund 0.8%
Value ($000) $6,590 Shares 27,237 Est. Cost $187.19 Unrealized
USMV Ishares Msci Usa Min Vol Factor ETF 0.8%
Value ($000) $6,393 Shares 67,194 Est. Cost $85.75 Unrealized
AVGO Broadcom Inc 0.8%
Value ($000) $6,242 Shares 18,921 Est. Cost $164.33 Unrealized +86.1%
AVDE Avantis International Equity ETF 0.8%
Value ($000) $6,143 Shares 77,852 Est. Cost $77.07 Unrealized
ABBV Abbvie Inc Com 0.8%
Value ($000) $6,130 Shares 26,476 Est. Cost $130.67 Unrealized +54.6%
OEF Ishares S&P 100 Index Fund ETF 0.8%
Value ($000) $5,920 Shares 17,787 Est. Cost $288.27 Unrealized
VYM Vanguard High Dividend Yield ETF 0.7%
Value ($000) $5,818 Shares 41,277 Est. Cost $121.29 Unrealized
WMT Wal Mart Inc 0.7%
Value ($000) $5,693 Shares 55,236 Est. Cost $65.27 Unrealized +52.0%
ASML ASML Holding NV 0.7%
Value ($000) $5,673 Shares 5,860 Est. Cost $726.01 Unrealized
PEP Pepsico Inc 0.7%
Value ($000) $5,578 Shares 39,720 Est. Cost $138.68 Unrealized +1.3%
SPGI S&P Global Inc Common 0.6%
Value ($000) $4,970 Shares 10,211 Est. Cost $454.82 Unrealized +17.4%
XOM Exxon Mobil Corp 0.6%
Value ($000) $4,937 Shares 43,785 Est. Cost $72.82 Unrealized +50.6%
IVV Ishares Tr Core S&P 500 ETF 0.6%
Value ($000) $4,906 Shares 7,330 Est. Cost $546.69 Unrealized
ADP Automatic Data Processing 0.6%
Value ($000) $4,891 Shares 16,665 Est. Cost $280.97 Unrealized +6.0%
BRK/B Berkshire Hathaway Inc Del Cl B New 0.6%
Value ($000) $4,782 Shares 9,511 Est. Cost $397.29 Unrealized +21.9%
QQQ Invesco QQQ Tr Unit Ser 1 0.6%
Value ($000) $4,503 Shares 7,501 Est. Cost $453.10 Unrealized
MA Mastercard Inc 0.6%
Value ($000) $4,441 Shares 7,808 Est. Cost $458.96 Unrealized +24.9%
ABT Abbott Labs 0.6%
Value ($000) $4,355 Shares 32,516 Est. Cost $98.29 Unrealized +32.9%
NEE Nextera Energy Inc 0.5%
Value ($000) $4,228 Shares 56,012 Est. Cost $62.36 Unrealized +15.8%
WM Waste Management Inc New 0.5%
Value ($000) $3,968 Shares 17,968 Est. Cost $179.54 Unrealized +24.6%
GOOG Alphabet Inc Class C 0.5%
Value ($000) $3,968 Shares 16,291 Est. Cost $152.42 Unrealized +37.7%
AMD Advanced Micro Devices Inc 0.5%
Value ($000) $3,714 Shares 22,954 Est. Cost $147.43 Unrealized +9.5%
LOW Lowes Cos Inc 0.5%
Value ($000) $3,691 Shares 14,687 Est. Cost $111.40 Unrealized +119.2%
KO Coca Cola Co 0.5%
Value ($000) $3,585 Shares 54,059 Est. Cost $47.89 Unrealized +41.8%
DON Wisdomtree US Midcap Dividend Fund ETF 0.4%
Value ($000) $3,443 Shares 65,834 Est. Cost $48.97 Unrealized
SDY SPDR S&P Dividend ETF 0.4%
Value ($000) $3,434 Shares 24,517 Est. Cost $131.60 Unrealized
TJX TJX Companies Inc 0.4%
Value ($000) $3,430 Shares 23,730 Est. Cost $66.17 Unrealized +99.9%
EEM Ishares MSCI Emerging Mkts Index Fund 0.4%
Value ($000) $3,400 Shares 63,670 Est. Cost $46.86 Unrealized
MRK Merck & Co Inc New Com 0.4%
Value ($000) $3,330 Shares 39,676 Est. Cost $93.07 Unrealized -13.0%
PM Philip Morris Int Inc 0.4%
Value ($000) $3,307 Shares 20,387 Est. Cost $97.47 Unrealized +69.5%
PANW Palo Alto Networks Inc Common 0.4%
Value ($000) $3,129 Shares 15,369 Est. Cost $141.27 Unrealized +35.5%
COST Costco Wholesale Corp Com 0.4%
Value ($000) $3,059 Shares 3,305 Est. Cost $753.85 Unrealized +26.9%
IWF Ishares Tr Russell 1000 Growth 0.4%
Value ($000) $3,018 Shares 6,443 Est. Cost $270.14 Unrealized
TMUS T-mobile US Inc Common 0.4%
Value ($000) $2,957 Shares 12,353 Est. Cost $176.90 Unrealized +35.8%
CRM Salesforce Common Inc 0.4%
Value ($000) $2,930 Shares 12,364 Est. Cost $170.60 Unrealized +47.4%
GD General Dynamics Corp 0.4%
Value ($000) $2,920 Shares 8,562 Est. Cost $177.07 Unrealized +77.2%
MDY Spdr State St Global Adv S&P Midcap 400 ETF 0.4%
Value ($000) $2,854 Shares 4,789 Est. Cost $569.58 Unrealized
DIS Disney (Walt) Company 0.4%
Value ($000) $2,830 Shares 24,712 Est. Cost $100.50 Unrealized +16.4%
ICE Intercontinental Exchange Inc 0.4%
Value ($000) $2,819 Shares 16,733 Est. Cost $91.16 Unrealized +95.0%
BLK Blackrock, Inc. 0.4%
Value ($000) $2,810 Shares 2,410 Est. Cost $960.70 Unrealized +15.4%
GLD SPDR Gold Tr 0.4%
Value ($000) $2,758 Shares 7,759 Est. Cost $265.91 Unrealized
UNH United Health Group Inc 0.4%
Value ($000) $2,742 Shares 7,940 Est. Cost $455.22 Unrealized -34.3%
MCD McDonalds Corp 0.3%
Value ($000) $2,696 Shares 8,871 Est. Cost $246.88 Unrealized +22.1%
JMTG JPMorgan Mortgage-Backed Securities ETF 0.3%
Value ($000) $2,663 Shares 52,221 Est. Cost $51.00 Unrealized
SYK Stryker Corp 0.3%
Value ($000) $2,658 Shares 7,189 Est. Cost $316.43 Unrealized +21.5%
BAC Bank of America Corporation 0.3%
Value ($000) $2,626 Shares 50,910 Est. Cost $35.42 Unrealized +36.5%
GNRC Generac Holdings Inc 0.3%
Value ($000) $2,525 Shares 15,084 Est. Cost $138.42 Unrealized +26.6%
ELF E.L.F. Beauty Inc 0.3%
Value ($000) $2,463 Shares 18,594 Est. Cost $95.45 Unrealized +29.2%
ETN Eaton Corporation PLC 0.3%
Value ($000) $2,427 Shares 6,485 Est. Cost $257.15 Unrealized +41.3%
SYY Sysco Corp 0.3%
Value ($000) $2,363 Shares 28,697 Est. Cost $72.43 Unrealized +8.9%
PNC PNC Financial Services Group 0.3%
Value ($000) $2,338 Shares 11,638 Est. Cost $162.99 Unrealized +20.1%
USB US Bancorp Del 0.3%
Value ($000) $2,321 Shares 48,028 Est. Cost $38.19 Unrealized +21.4%
XLE Energy - SPDR Select Sector ETF 0.3%
Value ($000) $2,241 Shares 25,087 Est. Cost $54.49 Unrealized
AVUV Avantis US Small Cap Value ETF 0.3%
Value ($000) $2,215 Shares 22,255 Est. Cost $89.31 Unrealized
NFLX Netflix Inc Common 0.3%
Value ($000) $2,206 Shares 1,840 Est. Cost $66.00 Unrealized +84.9%
DVY iShares Select Dividend ETF 0.3%
Value ($000) $2,194 Shares 15,440 Est. Cost $107.55 Unrealized
MO Altria Group Inc 0.3%
Value ($000) $2,135 Shares 32,318 Est. Cost $35.28 Unrealized +74.1%
IWV Ishares Tr Russell 3000 ETF 0.3%
Value ($000) $2,130 Shares 5,620 Est. Cost $194.86 Unrealized
APD Air Products and Chemicals 0.3%
Value ($000) $2,121 Shares 7,777 Est. Cost $238.18 Unrealized +19.9%
MU Micron Technology Inc Common 0.3%
Value ($000) $2,103 Shares 12,571 Est. Cost $105.64 Unrealized +21.0%
HON Honeywell, Inc 0.3%
Value ($000) $2,040 Shares 9,691 Est. Cost $154.67 Unrealized +33.9%
PWR Quanta Services, Inc. 0.3%
Value ($000) $1,975 Shares 4,765 Est. Cost $287.52 Unrealized +35.1%
IEFA Ishares Tr Core MSCI EAFE ETF 0.3%
Value ($000) $1,963 Shares 22,484 Est. Cost $55.82 Unrealized
MDLZ Mondelez International Inc 0.2%
Value ($000) $1,901 Shares 30,431 Est. Cost $55.15 Unrealized +15.0%
ACN Accenture PLC 0.2%
Value ($000) $1,849 Shares 7,499 Est. Cost $271.44 Unrealized -4.0%
UNP Union Pacific Corporation 0.2%
Value ($000) $1,802 Shares 7,624 Est. Cost $201.42 Unrealized +10.8%
MS Morgan Stanley 0.2%
Value ($000) $1,801 Shares 11,327 Est. Cost $88.82 Unrealized +64.9%
RTX Raytheon Technologies Corp Common 0.2%
Value ($000) $1,789 Shares 10,691 Est. Cost $87.68 Unrealized +76.0%
PFE Pfizer Inc 0.2%
Value ($000) $1,759 Shares 69,043 Est. Cost $25.97 Unrealized -7.1%
TMO Thermo Fisher Scientific Inc 0.2%
Value ($000) $1,729 Shares 3,564 Est. Cost $479.50 Unrealized -3.1%
UPS United Parcel Service 0.2%
Value ($000) $1,725 Shares 20,654 Est. Cost $111.68 Unrealized -21.1%
UBER Uber Technologies Inc 0.2%
Value ($000) $1,721 Shares 17,569 Est. Cost $71.83 Unrealized +30.2%
LMT Lockheed Martin Corp 0.2%
Value ($000) $1,716 Shares 3,438 Est. Cost $394.17 Unrealized +13.7%
Pinnacle Financial Partners 0.2%
Value ($000) $1,715 Shares 18,290 Est. Cost $92.88 Unrealized
FISV Fiserv, Inc Common 0.2%
Value ($000) $1,693 Shares 13,131 Est. Cost $141.08 Unrealized +1.6%
TXN Texas Instruments Inc 0.2%
Value ($000) $1,644 Shares 8,948 Est. Cost $172.78 Unrealized +11.9%
WMB The Williams Co Inc 0.2%
Value ($000) $1,621 Shares 25,589 Est. Cost $36.51 Unrealized +58.3%
GS Goldman Sachs Group Inc 0.2%
Value ($000) $1,620 Shares 2,034 Est. Cost $399.30 Unrealized +84.0%
COF Capital One Financial 0.2%
Value ($000) $1,588 Shares 7,468 Est. Cost $171.69 Unrealized +26.9%
CHDN Churchill Downs Inc 0.2%
Value ($000) $1,577 Shares 16,255 Est. Cost $123.22 Unrealized -16.9%
SNOW Snowflake Inc. Class A 0.2%
Value ($000) $1,555 Shares 6,893 Est. Cost $161.29 Unrealized +33.1%
FSLR First Solar Inc Common 0.2%
Value ($000) $1,554 Shares 7,045 Est. Cost $164.20 Unrealized +16.9%
VZ Verizon Communications Inc Usd 1 0.2%
Value ($000) $1,503 Shares 34,188 Est. Cost $36.36 Unrealized +16.9%
ITW Illinois Tool Works Inc 0.2%
Value ($000) $1,486 Shares 5,698 Est. Cost $172.36 Unrealized +49.3%
PAYX Paychex Inc 0.2%
Value ($000) $1,459 Shares 11,511 Est. Cost $117.56 Unrealized +16.7%
VB Vanguard Small Cap ETF 0.2%
Value ($000) $1,443 Shares 5,674 Est. Cost $182.14 Unrealized
VUG Vanguard Growth Vipers ETF 0.2%
Value ($000) $1,429 Shares 2,979 Est. Cost $298.40 Unrealized
EFV Ishares MSCI EAFE Value Index Fund 0.2%
Value ($000) $1,420 Shares 20,936 Est. Cost $53.38 Unrealized
VCIT Vanguard Intermediate-Term Corp Bond Index Fund 0.2%
Value ($000) $1,416 Shares 16,830 Est. Cost $92.05 Unrealized
VCSH Vanguard Short-Term Corp Index Fund 0.2%
Value ($000) $1,410 Shares 17,635 Est. Cost $80.38 Unrealized
C Citigroup Inc Com New 0.2%
Value ($000) $1,409 Shares 13,879 Est. Cost $63.88 Unrealized +47.3%
RSP Invesco S&P 500 Equal Weight ETF 0.2%
Value ($000) $1,394 Shares 7,346 Est. Cost $170.17 Unrealized
MMM 3M Company 0.2%
Value ($000) $1,357 Shares 8,745 Est. Cost $106.74 Unrealized +43.4%
DHR Danaher Corp 0.2%
Value ($000) $1,306 Shares 6,585 Est. Cost $184.25 Unrealized +7.7%
NSC Norfolk Southn Corp 0.2%
Value ($000) $1,300 Shares 4,329 Est. Cost $211.49 Unrealized +30.5%
EXPE Expedia Group Inc 0.2%
Value ($000) $1,300 Shares 6,082 Est. Cost $129.93 Unrealized +54.1%
TFC Truist Financial Corp Common 0.2%
Value ($000) $1,281 Shares 28,025 Est. Cost $40.39 Unrealized +9.8%
MUB Ishares Tr Natl Mun Bd ETF Fund 0.2%
Value ($000) $1,281 Shares 12,029 Est. Cost $108.40 Unrealized
BSCW Invesco BulletShares 2032 Corp Bd ETF 0.2%
Value ($000) $1,262 Shares 60,436 Est. Cost $20.03 Unrealized
BSCV Invesco BulletShares 2031 Corp Bd ETF 0.2%
Value ($000) $1,256 Shares 75,308 Est. Cost $14.32 Unrealized
DES Wisdomtree US Smallcap Dividend Fund ETF 0.2%
Value ($000) $1,252 Shares 37,187 Est. Cost $32.81 Unrealized
IBM International Business Machs 0.2%
Value ($000) $1,198 Shares 4,245 Est. Cost $142.21 Unrealized +82.5%
QCOM Qualcomm Incorporated 0.2%
Value ($000) $1,182 Shares 7,108 Est. Cost $152.78 Unrealized +2.9%
BSCU Invesco BulletShares 2030 Corp Bd ETF 0.2%
Value ($000) $1,174 Shares 69,492 Est. Cost $14.47 Unrealized
BSCT Invesco BulletShares 2029 Corp Bd ETF 0.1%
Value ($000) $1,140 Shares 60,582 Est. Cost $15.89 Unrealized
VNQ Vanguard Real Estate ETF 0.1%
Value ($000) $1,139 Shares 12,456 Est. Cost $84.83 Unrealized
VGLT Vanguard Gov't Long-Term Treasury ETF 0.1%
Value ($000) $1,118 Shares 19,667 Est. Cost $57.93 Unrealized
ATO Atmos Energy Corp 0.1%
Value ($000) $1,104 Shares 6,465 Est. Cost $107.90 Unrealized +48.3%
EQIX Equinix Inc REIT 0.1%
Value ($000) $1,101 Shares 1,406 Est. Cost $771.45 Unrealized +0.4%
XLK Technology - SPDR Select Sector ETF 0.1%
Value ($000) $1,099 Shares 3,899 Est. Cost $235.35 Unrealized
BSCS Invesco BulletShares 2028 Corp Bd ETF 0.1%
Value ($000) $1,098 Shares 53,395 Est. Cost $17.43 Unrealized
FLUT Flutter Entertainment PLC 0.1%
Value ($000) $1,097 Shares 4,318 Est. Cost $258.22 Unrealized +13.3%
CMI Cummins Inc 0.1%
Value ($000) $1,092 Shares 2,585 Est. Cost $282.78 Unrealized +34.6%
DKNG Draftkings Inc. Class A 0.1%
Value ($000) $1,071 Shares 28,629 Est. Cost $40.38 Unrealized +9.8%
BSCR Invesco BulletShares 2027 Corp Bd ETF 0.1%
Value ($000) $1,061 Shares 53,809 Est. Cost $16.71 Unrealized
CAT Caterpillar Inc 0.1%
Value ($000) $1,059 Shares 2,219 Est. Cost $303.31 Unrealized +40.3%
TSLA Tesla Inc 0.1%
Value ($000) $1,058 Shares 2,378 Est. Cost $195.88 Unrealized +77.1%
CP Canadian Pacific Kansas City Ltd Corp 0.1%
Value ($000) $1,048 Shares 14,069 Est. Cost $76.77 Unrealized -0.7%
NVS Novartis AG Spons ADR 0.1%
Value ($000) $1,046 Shares 8,157 Est. Cost $99.44 Unrealized
SHEL Shell PLC Common 0.1%
Value ($000) $1,035 Shares 14,471 Est. Cost $58.61 Unrealized
BRBR BellRing Brands, Inc. 0.1%
Value ($000) $1,028 Shares 28,294 Est. Cost $62.19 Unrealized -27.3%
SCHW Schwab Charles Corp New Common 0.1%
Value ($000) $1,016 Shares 10,639 Est. Cost $67.14 Unrealized +40.8%
CRWD Crowdstrike Holdings Inc Class A 0.1%
Value ($000) $996 Shares 2,032 Est. Cost $175.60 Unrealized +159.0%
XLI Industrials - SPDR Select Sector ETF 0.1%
Value ($000) $993 Shares 6,440 Est. Cost $133.88 Unrealized
SHW Sherwin-Williams Co 0.1%
Value ($000) $982 Shares 2,836 Est. Cost $288.39 Unrealized +21.8%
AMT American Tower REIT 0.1%
Value ($000) $973 Shares 5,060 Est. Cost $172.39 Unrealized +18.7%
SYBT Stock Yards Bancorp Inc Corp Common 0.1%
Value ($000) $972 Shares 13,893 Est. Cost $46.42 Unrealized +66.3%
MDB MongoDB, Inc. - Class A 0.1%
Value ($000) $970 Shares 3,125 Est. Cost $227.83 Unrealized +12.8%
YUM Yum Brands Inc Common 0.1%
Value ($000) $967 Shares 6,359 Est. Cost $131.87 Unrealized +10.8%
BSCX Invesco Bulletshares 2033 Corp Bd ETF 0.1%
Value ($000) $965 Shares 44,949 Est. Cost $20.84 Unrealized
CSCO Cisco Systems Inc 0.1%
Value ($000) $956 Shares 13,971 Est. Cost $42.62 Unrealized +58.1%
GE GE Aerospace Com New 0.1%
Value ($000) $952 Shares 3,166 Est. Cost $159.99 Unrealized +70.4%
TGT Target Corp 0.1%
Value ($000) $936 Shares 10,432 Est. Cost $129.94 Unrealized -25.6%
PFF Ishares Trust Pfd & Income Securities ETF 0.1%
Value ($000) $908 Shares 28,704 Est. Cost $29.82 Unrealized
COP Conocophillips 0.1%
Value ($000) $905 Shares 9,565 Est. Cost $103.57 Unrealized -9.9%
SOXX iShares Semiconductor ETF 0.1%
Value ($000) $885 Shares 3,266 Est. Cost $249.63 Unrealized
FANG Diamondback Energy Inc Common 0.1%
Value ($000) $884 Shares 6,175 Est. Cost $159.27 Unrealized -11.6%
EXE Expand Energy Corp 0.1%
Value ($000) $871 Shares 8,200 Est. Cost $99.11 Unrealized 0.0%
DE Deere & Company 0.1%
Value ($000) $869 Shares 1,901 Est. Cost $356.10 Unrealized +37.5%
FDX FedEx Corporation 0.1%
Value ($000) $867 Shares 3,678 Est. Cost $268.04 Unrealized -14.8%
CSX CSX Corp 0.1%
Value ($000) $847 Shares 23,845 Est. Cost $29.94 Unrealized +13.3%
ADBE Adobe Systems Incorporated Delaware 0.1%
Value ($000) $843 Shares 2,391 Est. Cost $505.22 Unrealized -29.0%
PLD Prologis Inc Common 0.1%
Value ($000) $827 Shares 7,219 Est. Cost $109.72 Unrealized -1.3%
SBUX Starbucks Corporation 0.1%
Value ($000) $821 Shares 9,701 Est. Cost $77.88 Unrealized +13.7%
AMGN Amgen Inc 0.1%
Value ($000) $820 Shares 2,905 Est. Cost $244.54 Unrealized +17.2%
IRM Iron Mountain Inc 0.1%
Value ($000) $787 Shares 7,724 Est. Cost $98.72 Unrealized -4.1%
VEA Vanguard Tax-mgd Intl Fd Ftse Dev Mkts ETF 0.1%
Value ($000) $787 Shares 13,135 Est. Cost $46.83 Unrealized
SMH VanEck Semiconductor ETF 0.1%
Value ($000) $785 Shares 2,405 Est. Cost $222.63 Unrealized
SCZ Ishares Tr MSCI EAFE Small Cap ETF 0.1%
Value ($000) $782 Shares 10,198 Est. Cost $61.96 Unrealized
GEV GE Vernova Inc Com 0.1%
Value ($000) $764 Shares 1,243 Est. Cost $392.35 Unrealized +54.3%
IJJ Ishares Tr S&P Mid Cap 400 Value ETF 0.1%
Value ($000) $756 Shares 5,828 Est. Cost $110.02 Unrealized
VIG Vanguard Div Appreciation ETF 0.1%
Value ($000) $756 Shares 3,502 Est. Cost $168.29 Unrealized
ALL Allstate Corp 0.1%
Value ($000) $750 Shares 3,493 Est. Cost $124.81 Unrealized +60.4%
IDU Ishares DJ US Utilities Sctr 0.1%
Value ($000) $731 Shares 6,592 Est. Cost $100.03 Unrealized
JEPI JP Morgan Premium Income ETF 0.1%
Value ($000) $727 Shares 12,727 Est. Cost $54.39 Unrealized
IWD Ishares Tr Russell 1000 Val 0.1%
Value ($000) $723 Shares 3,550 Est. Cost $150.66 Unrealized
BF/B Brown Forman Corp Class B 0.1%
Value ($000) $702 Shares 25,909 Est. Cost $49.85 Unrealized -42.6%
NET Cloudflare Inc Class A Common 0.1%
Value ($000) $700 Shares 3,260 Est. Cost $68.09 Unrealized +199.8%
DUK Duke Energy Corp New 0.1%
Value ($000) $698 Shares 5,642 Est. Cost $69.85 Unrealized +71.5%
F Ford Motor Co 0.1%
Value ($000) $676 Shares 56,490 Est. Cost $9.89 Unrealized +14.5%
VO Vanguard Mid Cap ETF 0.1%
Value ($000) $668 Shares 2,274 Est. Cost $209.26 Unrealized
HUM Humana Inc 0.1%
Value ($000) $663 Shares 2,548 Est. Cost $339.26 Unrealized -23.0%
AVEM Avantis Emerging Markets Equity ETF 0.1%
Value ($000) $657 Shares 8,745 Est. Cost $75.11 Unrealized
COKE Coca-Cola Consolidated Inc 0.1%
Value ($000) $644 Shares 5,500 Est. Cost $115.00 Unrealized +0.3%
MZTI Lancaster Colony Corp 0.1%
Value ($000) $628 Shares 3,637 Est. Cost $183.03 Unrealized -2.0%
CPRT Copart Inc 0.1%
Value ($000) $613 Shares 13,636 Est. Cost $48.73 Unrealized -3.3%
BP BP P.L.C. 0.1%
Value ($000) $613 Shares 17,786 Est. Cost $32.15 Unrealized
IEMG Ishares Inc Core MSCI Emerging Mkts ETF 0.1%
Value ($000) $609 Shares 9,239 Est. Cost $54.56 Unrealized
PLTR Palantir Technologies Inc. Class A 0.1%
Value ($000) $608 Shares 3,334 Est. Cost $12.83 Unrealized +1163.0%
VXUS Vanguard Total International Stock Index ETF 0.1%
Value ($000) $605 Shares 8,239 Est. Cost $53.42 Unrealized
JEPQ JPMorgan NASDAQ Equity Premium Income ETF 0.1%
Value ($000) $605 Shares 10,520 Est. Cost $52.16 Unrealized
BSCQ Invesco BulletShares 2026 Corp Bd ETF 0.1%
Value ($000) $599 Shares 30,646 Est. Cost $16.59 Unrealized
LIN Linde PLC Corp 0.1%
Value ($000) $595 Shares 1,253 Est. Cost $424.51 Unrealized +10.9%
CL Colgate Palmolive Co 0.1%
Value ($000) $594 Shares 7,435 Est. Cost $82.83 Unrealized +2.2%
EFG Ishares MSCI EAFE Growth Index Fund 0.1%
Value ($000) $582 Shares 5,109 Est. Cost $93.36 Unrealized
MLM Martin Marietta Materials Inc 0.1%
Value ($000) $571 Shares 906 Est. Cost $522.23 Unrealized +13.9%
EMR Emerson Electric Company 0.1%
Value ($000) $570 Shares 4,344 Est. Cost $103.29 Unrealized +31.2%
MELI Mercadolibre Inc 0.1%
Value ($000) $566 Shares 242 Est. Cost $2047.26 Unrealized +17.3%
BSX Boston Scientific Corp 0.1%
Value ($000) $565 Shares 5,790 Est. Cost $102.72 Unrealized +0.8%
ISRG Intuitive Surgical Inc Corp 0.1%
Value ($000) $562 Shares 1,256 Est. Cost $377.16 Unrealized +27.2%
Unilever PLC ADR 0.1%
Value ($000) $551 Shares 9,287 Est. Cost $53.69 Unrealized
AMP Amerprise Financial 0.1%
Value ($000) $531 Shares 1,081 Est. Cost $376.94 Unrealized +35.3%
BMY Bristol Myers Squibb Co 0.1%
Value ($000) $525 Shares 11,642 Est. Cost $45.90 Unrealized -0.9%
AMAT Applied Materials Inc 0.1%
Value ($000) $517 Shares 2,525 Est. Cost $185.45 Unrealized -2.5%
MPC Marathon Petroleum Corp 0.1%
Value ($000) $513 Shares 2,662 Est. Cost $132.77 Unrealized +31.4%
MRVL Marvell Technology Inc Common 0.1%
Value ($000) $510 Shares 6,070 Est. Cost $70.64 Unrealized +4.0%
CATH S&P 500 Catholic Values ETF 0.1%
Value ($000) $499 Shares 6,150 Est. Cost $38.70 Unrealized
TSM Taiwan Semicondutor Mfg 0.1%
Value ($000) $488 Shares 1,749 Est. Cost $145.09 Unrealized
MDT Medtronic PLC 0.1%
Value ($000) $485 Shares 5,088 Est. Cost $82.45 Unrealized +10.7%
LQD iShares iBoxx Invst Gr Corp Bd ETF 0.1%
Value ($000) $482 Shares 4,323 Est. Cost $136.35 Unrealized
CB Chubb Limited, Zuerich 0.1%
Value ($000) $473 Shares 1,677 Est. Cost $173.81 Unrealized +58.3%
AWK American Water Works Co Inc 0.1%
Value ($000) $471 Shares 3,387 Est. Cost $125.46 Unrealized +11.6%
ADI Analog Devices Inc Corp Com 0.1%
Value ($000) $467 Shares 1,899 Est. Cost $203.86 Unrealized +17.2%
CM Canadian Imperial Bank Common 0.1%
Value ($000) $451 Shares 5,646 Est. Cost $49.03 Unrealized +53.5%
IYW iShares U.S. Technology ETF 0.1%
Value ($000) $450 Shares 2,296 Est. Cost $153.19 Unrealized
QUAL Ishares Msci USA Quality Factor ETF 0.1%
Value ($000) $449 Shares 2,307 Est. Cost $116.79 Unrealized
VLO Valero Energy Corp 0.1%
Value ($000) $449 Shares 2,635 Est. Cost $125.11 Unrealized +18.1%
PSX Phillips 66 Com 0.1%
Value ($000) $441 Shares 3,241 Est. Cost $121.35 Unrealized +4.2%
HSY The Hershey Company 0.1%
Value ($000) $439 Shares 2,348 Est. Cost $164.07 Unrealized +9.5%
BR Broadridge Finl Solutions Inc Common 0.1%
Value ($000) $433 Shares 1,820 Est. Cost $212.67 Unrealized +16.3%
CAH Cardinal Health Inc 0.1%
Value ($000) $428 Shares 2,725 Est. Cost $114.26 Unrealized +34.4%
Invesco BulletShares 2025 Corp Bd ETF 0.1%
Value ($000) $421 Shares 20,343 Est. Cost $16.51 Unrealized
T AT&T Inc 0.1%
Value ($000) $417 Shares 14,762 Est. Cost $20.71 Unrealized +35.5%
XLRE Real Estate - Select Sector ETF 0.1%
Value ($000) $414 Shares 9,823 Est. Cost $27.96 Unrealized
XLF Financials - SPDR Select Sector ETF 0.1%
Value ($000) $410 Shares 7,610 Est. Cost $44.50 Unrealized
PPG PPG Industries Inc 0.1%
Value ($000) $403 Shares 3,830 Est. Cost $117.87 Unrealized -6.7%
SO Southern Company 0.1%
Value ($000) $401 Shares 4,230 Est. Cost $43.99 Unrealized +109.6%
DEO Diageo PLC New Spons ADR 0.1%
Value ($000) $398 Shares 4,175 Est. Cost $132.00 Unrealized
NOW Servicenow Inc Common 0.0%
Value ($000) $380 Shares 413 Est. Cost $149.72 Unrealized +24.8%
SLB Schlumberger LTD 0.0%
Value ($000) $375 Shares 10,899 Est. Cost $48.39 Unrealized -29.0%
MCO Moody's Corp. 0.0%
Value ($000) $361 Shares 758 Est. Cost $457.14 Unrealized +10.0%
IJK Ishares Tr S&P Midcap 400 Growth ETF 0.0%
Value ($000) $361 Shares 3,760 Est. Cost $82.12 Unrealized
BX Blackstone Inc Common 0.0%
Value ($000) $360 Shares 2,109 Est. Cost $112.51 Unrealized +50.6%
CTAS Cintas Corp 0.0%
Value ($000) $360 Shares 1,753 Est. Cost $190.59 Unrealized +11.7%
DLR Digital Rlty Tr Inc REIT 0.0%
Value ($000) $359 Shares 2,075 Est. Cost $140.76 Unrealized +19.8%
CEG Constellation Energy Corp Common 0.0%
Value ($000) $356 Shares 1,083 Est. Cost $238.27 Unrealized +35.2%
ELV Elevance Health, Inc. 0.0%
Value ($000) $355 Shares 1,099 Est. Cost $423.39 Unrealized -27.2%
XLV Health Care - SPDR Select Sector ETF 0.0%
Value ($000) $354 Shares 2,544 Est. Cost $141.91 Unrealized
TTWO Take-Two Interactive Software Inc 0.0%
Value ($000) $353 Shares 1,368 Est. Cost $164.43 Unrealized +43.9%
IWP iShares Russell Mid Cap Growth ETF 0.0%
Value ($000) $352 Shares 2,472 Est. Cost $122.45 Unrealized
SU Suncor Energy Inc New 0.0%
Value ($000) $347 Shares 8,295 Est. Cost $35.38 Unrealized +13.4%
BA Boeing Company 0.0%
Value ($000) $346 Shares 1,603 Est. Cost $211.95 Unrealized +6.4%
DD Dupont De Nemours Inc Corp Common 0.0%
Value ($000) $343 Shares 4,398 Est. Cost $30.65 Unrealized +1.6%
CIVI Civitas Resources Inc 0.0%
Value ($000) $337 Shares 10,380 Est. Cost $49.53 Unrealized -37.2%
IWO Ishares Russell 2000 Growth ETF 0.0%
Value ($000) $332 Shares 1,037 Est. Cost $277.51 Unrealized
KR Kroger Company 0.0%
Value ($000) $330 Shares 4,900 Est. Cost $52.14 Unrealized +32.5%
IJH Ishares Tr Core S&P Mid-Cap ETF 0.0%
Value ($000) $327 Shares 5,018 Est. Cost $65.35 Unrealized
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $327 Shares 836 Est. Cost $422.92 Unrealized -1.2%
NFRA Flexshares Global Broad Infrastracture Common 0.0%
Value ($000) $316 Shares 5,020 Est. Cost $56.39 Unrealized
KMI Kinder Morgan Inc Del 0.0%
Value ($000) $316 Shares 11,149 Est. Cost $23.41 Unrealized +15.2%
SPGP Invesco S&P 500 Garp ETF 0.0%
Value ($000) $307 Shares 2,700 Est. Cost $104.88 Unrealized
AXP American Express Company 0.0%
Value ($000) $299 Shares 900 Est. Cost $90.44 Unrealized +250.0%
NVO Novo-nordisk A/S ADR 0.0%
Value ($000) $290 Shares 5,235 Est. Cost $111.40 Unrealized
AGG Ishares Tr Core U S Aggregate Bd ETF 0.0%
Value ($000) $288 Shares 2,870 Est. Cost $101.89 Unrealized
IVE Ishares S&P 500 Value ETF 0.0%
Value ($000) $286 Shares 1,387 Est. Cost $180.33 Unrealized
XLB Materials - SPDR Select Sector ETF 0.0%
Value ($000) $286 Shares 3,192 Est. Cost $72.19 Unrealized
NKE Nike Inc Cl B 0.0%
Value ($000) $283 Shares 4,061 Est. Cost $88.82 Unrealized -16.9%
NRG NRG Energy Inc 0.0%
Value ($000) $280 Shares 1,728 Est. Cost $32.10 Unrealized +383.6%
PGX Invesco Exchange Traded PFD II 0.0%
Value ($000) $273 Shares 23,560 Est. Cost $12.13 Unrealized
IP International Paper 0.0%
Value ($000) $271 Shares 5,840 Est. Cost $38.96 Unrealized +23.2%
IWN Ishares Russell 2000 Val Ind 0.0%
Value ($000) $262 Shares 1,484 Est. Cost $146.69 Unrealized
SPDW SPDR Portfolio World EX-US ETF 0.0%
Value ($000) $261 Shares 6,096 Est. Cost $34.37 Unrealized
SHOP Shopify Inc 0.0%
Value ($000) $260 Shares 1,750 Est. Cost $69.07 Unrealized +96.3%
SRE Sempra Energy 0.0%
Value ($000) $259 Shares 2,876 Est. Cost $79.09 Unrealized +0.9%
GOVT Ishares US Treasury Bond ETF 0.0%
Value ($000) $258 Shares 11,150 Est. Cost $22.86 Unrealized
XLY Consumer Discretionary - SPDR Select Sector ETF 0.0%
Value ($000) $256 Shares 1,067 Est. Cost $196.25 Unrealized
STT State St Corp 0.0%
Value ($000) $255 Shares 2,200 Est. Cost $78.76 Unrealized +39.8%
ONB Old National Bancorp 0.0%
Value ($000) $255 Shares 11,613 Est. Cost $18.46 Unrealized +19.7%
CVS CVS Health Corporation 0.0%
Value ($000) $253 Shares 3,354 Est. Cost $56.26 Unrealized +20.6%
XNTK Spdr NYSE Technology ETF 0.0%
Value ($000) $249 Shares 915 Est. Cost $118.39 Unrealized
VEU Vanguard Ftse All World Ex US Index Fund ETF 0.0%
Value ($000) $245 Shares 3,439 Est. Cost $53.41 Unrealized
VGT Vanguard Information Technology ETF 0.0%
Value ($000) $236 Shares 316 Est. Cost $410.04 Unrealized
XLU Utilities - SPDR Select Sector ETF 0.0%
Value ($000) $235 Shares 2,693 Est. Cost $61.09 Unrealized
OMC Omnicom Group Inc 0.0%
Value ($000) $234 Shares 2,865 Est. Cost $90.93 Unrealized -18.3%
ENB Enbridge Inc Common 0.0%
Value ($000) $231 Shares 4,584 Est. Cost $33.55 Unrealized +37.5%
CARR Carrier Global Corp Common 0.0%
Value ($000) $227 Shares 3,806 Est. Cost $57.57 Unrealized +17.5%
EME Emcor Group Inc Common 0.0%
Value ($000) $227 Shares 349 Est. Cost $360.60 Unrealized +68.2%
AEP American Electric Power Co 0.0%
Value ($000) $222 Shares 1,970 Est. Cost $57.76 Unrealized +87.3%
IWS IShares Russell Mid-cap Value ETF 0.0%
Value ($000) $215 Shares 1,538 Est. Cost $118.82 Unrealized
EFAV Ishares Msci Eafe Min Vol Factor ETF 0.0%
Value ($000) $212 Shares 2,500 Est. Cost $70.71 Unrealized
IQV Iqvia Holdings Inc. 0.0%
Value ($000) $211 Shares 1,110 Est. Cost $197.82 Unrealized -8.1%
EPD Enterprise Products Partners LP 0.0%
Value ($000) $210 Shares 6,725 Est. Cost $26.39 Unrealized
XLC Communication Services - SPDR Select Sector ETF 0.0%
Value ($000) $210 Shares 1,774 Est. Cost $88.03 Unrealized
BBY Best Buy Inc 0.0%
Value ($000) $202 Shares 2,675 Est. Cost $84.50 Unrealized -17.2%
EW Edwards Lifesciences Corp Common 0.0%
Value ($000) $198 Shares 2,550 Est. Cost $71.65 Unrealized +9.0%
SPSM SPDR Portfolio Small Cap ETF 0.0%
Value ($000) $196 Shares 4,233 Est. Cost $42.35 Unrealized
ITOT IShares Trust S&P 1500 Total US Stock Mkt ETF 0.0%
Value ($000) $194 Shares 1,331 Est. Cost $78.93 Unrealized
CMG Chipotle Mexican Grill Inc Common 0.0%
Value ($000) $190 Shares 4,848 Est. Cost $57.93 Unrealized -22.3%
PYPL Paypal Holdings Inc 0.0%
Value ($000) $188 Shares 2,800 Est. Cost $68.19 Unrealized +3.1%
UBS UBS Group AG 0.0%
Value ($000) $188 Shares 4,600 Est. Cost $31.70 Unrealized +22.5%
BSCY Invesco Bulletshares 2034 Corp Bd ETF 0.0%
Value ($000) $186 Shares 8,843 Est. Cost $20.92 Unrealized
VCLT Vanguard Long-Term Corp Bond Index Fund 0.0%
Value ($000) $186 Shares 2,392 Est. Cost $95.35 Unrealized
IYM Ishares Tr DJ Basic Material 0.0%
Value ($000) $185 Shares 1,245 Est. Cost $103.80 Unrealized
IJR Ishares S&P Small Cap 600 Index Fund 0.0%
Value ($000) $182 Shares 1,529 Est. Cost $109.32 Unrealized
MET Metlife Inc 0.0%
Value ($000) $181 Shares 2,197 Est. Cost $40.23 Unrealized +93.7%
HIG Hartford Financial Services Group Inc Common 0.0%
Value ($000) $177 Shares 1,325 Est. Cost $127.36 Unrealized 0.0%
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $173 Shares 308 Est. Cost $635.76 Unrealized -11.2%
ECL Ecolab Inc 0.0%
Value ($000) $171 Shares 625 Est. Cost $241.28 Unrealized +12.0%
SLF Sun Life Finl Inc Common 0.0%
Value ($000) $171 Shares 2,844 Est. Cost $39.86 Unrealized +50.9%
KRE Spdr Ser Tr S&P Regl Bkg ETF 0.0%
Value ($000) $169 Shares 2,670 Est. Cost $63.30 Unrealized
YUMC Yum China Holdings Inc 0.0%
Value ($000) $168 Shares 3,909 Est. Cost $46.53 Unrealized -2.3%
EOG EOG Resources Inc Common 0.0%
Value ($000) $166 Shares 1,485 Est. Cost $92.01 Unrealized +28.2%
CI Cigna Corp Common 0.0%
Value ($000) $165 Shares 574 Est. Cost $217.03 Unrealized +35.1%
LNG Cheniere Energy Inc Common New 0.0%
Value ($000) $163 Shares 695 Est. Cost $161.68 Unrealized +45.4%
VFH Vanguard Financials ETF 0.0%
Value ($000) $162 Shares 1,236 Est. Cost $109.91 Unrealized
MBB Ishares Barclays Mbs Bond Fund ETF 0.0%
Value ($000) $162 Shares 1,703 Est. Cost $91.72 Unrealized
PGR Progressive Corp Common 0.0%
Value ($000) $161 Shares 650 Est. Cost $231.56 Unrealized +0.1%
MRSH Marsh & McLennan Cos Inc Common 0.0%
Value ($000) $160 Shares 796 Est. Cost $164.33 Unrealized +24.1%
DWM Wisdomtree International Equity Fund Eqy ETF 0.0%
Value ($000) $160 Shares 2,415 Est. Cost $49.57 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $158 Shares 1,175 Est. Cost $93.86 Unrealized +35.7%
MSI Motorola Solutions Inc Common New 0.0%
Value ($000) $157 Shares 344 Est. Cost $200.10 Unrealized +124.1%
KMB Kimberly-Clark Corp 0.0%
Value ($000) $157 Shares 1,260 Est. Cost $113.48 Unrealized +11.7%
ADSK Autodesk Inc 0.0%
Value ($000) $156 Shares 492 Est. Cost $229.92 Unrealized +32.5%
SLV Ishares Silver Tr 0.0%
Value ($000) $155 Shares 3,665 Est. Cost $20.02 Unrealized
SPYG SPDR Portfolio S&P 500 Growth ETF 0.0%
Value ($000) $154 Shares 1,475 Est. Cost $82.94 Unrealized
GIS General Mills 0.0%
Value ($000) $153 Shares 3,043 Est. Cost $55.30 Unrealized -10.6%
MNST Monster Beverage Corp 0.0%
Value ($000) $148 Shares 2,199 Est. Cost $46.83 Unrealized +33.3%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $147 Shares 1,488 Est. Cost $115.97 Unrealized -15.0%
SUB iShares National Muni Bond ETF 0.0%
Value ($000) $146 Shares 1,365 Est. Cost $104.91 Unrealized
VVV Valvoline Inc 0.0%
Value ($000) $144 Shares 4,003 Est. Cost $36.09 Unrealized +5.8%
VBK Vanguard Small-Cap Growth ETF 0.0%
Value ($000) $138 Shares 463 Est. Cost $213.80 Unrealized
IWB Ishares Russell 1000 Index 0.0%
Value ($000) $136 Shares 373 Est. Cost $311.65 Unrealized
RPM RPM International Inc Common 0.0%
Value ($000) $136 Shares 1,150 Est. Cost $115.74 Unrealized +3.7%
GEHC GE Healthcare Technologies Inc 0.0%
Value ($000) $136 Shares 1,805 Est. Cost $81.77 Unrealized -8.8%
LRCX Lam Research Corp 0.0%
Value ($000) $134 Shares 1,000 Est. Cost $105.52 Unrealized 0.0%
XLP Consumer Staples - SPDR Select Sector ETF 0.0%
Value ($000) $134 Shares 1,705 Est. Cost $77.59 Unrealized
FTNT Fortinet Inc. 0.0%
Value ($000) $130 Shares 1,550 Est. Cost $66.31 Unrealized +34.6%
SPXL Direxion Daily S&P 500 Bull 3x Shares ETF 0.0%
Value ($000) $127 Shares 600 Est. Cost $27.33 Unrealized
EXPD Expeditors Intl Wash Inc 0.0%
Value ($000) $125 Shares 1,019 Est. Cost $109.78 Unrealized +7.8%
MCRI Monarch Casino & Resort, Inc 0.0%
Value ($000) $124 Shares 1,173 Est. Cost $80.65 Unrealized +24.4%
BF/A Brown Forman Corp Class A 0.0%
Value ($000) $123 Shares 4,559 Est. Cost $39.25 Unrealized -26.9%
DGRW Wisdomtree U.S. Quality Dividend Growth Fund ETF 0.0%
Value ($000) $122 Shares 1,371 Est. Cost $83.74 Unrealized
ACWX Ishares Msci Acwi Ex US ETF 0.0%
Value ($000) $122 Shares 1,876 Est. Cost $53.13 Unrealized
IGM Ishares Expanded Tech Sector ETF 0.0%
Value ($000) $121 Shares 960 Est. Cost $99.94 Unrealized
SAP SAP SE ADR 0.0%
Value ($000) $120 Shares 450 Est. Cost $246.21 Unrealized
Total Se 0.0%
Value ($000) $118 Shares 1,980 Est. Cost $19.99 Unrealized
D Dominion Energy Inc 0.0%
Value ($000) $118 Shares 1,926 Est. Cost $51.09 Unrealized +14.1%
AFL AFLAC Inc 0.0%
Value ($000) $117 Shares 1,050 Est. Cost $94.00 Unrealized +10.8%
WFC Wells Fargo & Co New 0.0%
Value ($000) $115 Shares 1,376 Est. Cost $51.05 Unrealized +57.6%
USIG Ishares Broad Usd Investment Gr Corp Bond ETF 0.0%
Value ($000) $114 Shares 2,192 Est. Cost $50.33 Unrealized
VWO Vanguard Ftse Emerging Market ETF 0.0%
Value ($000) $114 Shares 2,107 Est. Cost $45.01 Unrealized
AZN Astrazeneca PLC ADR 0.0%
Value ($000) $114 Shares 1,483 Est. Cost $68.52 Unrealized
KLAC Kla-tencor Corp Common 0.0%
Value ($000) $113 Shares 105 Est. Cost $398.01 Unrealized +133.8%
ULTA Ulta Salon Cosmetics & Fragrance Inc 0.0%
Value ($000) $113 Shares 206 Est. Cost $450.97 Unrealized +13.6%
DRI Darden Restaurants 0.0%
Value ($000) $112 Shares 590 Est. Cost $126.25 Unrealized +61.4%
CMCSA Comcast Corporation (New) 0.0%
Value ($000) $111 Shares 3,517 Est. Cost $40.09 Unrealized -17.3%
PZA Invesco National AMT-Free Municipal Bond ETF 0.0%
Value ($000) $108 Shares 4,690 Est. Cost $23.31 Unrealized
DVN Devon Energy Corporation New 0.0%
Value ($000) $108 Shares 3,069 Est. Cost $53.49 Unrealized -37.1%
IVOO Vanguard S&P Mid-Cap 400 ETF 0.0%
Value ($000) $105 Shares 948 Est. Cost $105.50 Unrealized
HRB H & R Block Inc. 0.0%
Value ($000) $101 Shares 2,000 Est. Cost $56.67 Unrealized -8.2%
CSGS CSG Systems International Inc 0.0%
Value ($000) $101 Shares 1,570 Est. Cost $50.25 Unrealized +25.7%
DHS Wisdomtree US High Dividend Fund ETF 0.0%
Value ($000) $101 Shares 1,000 Est. Cost $86.66 Unrealized
BLV Vanguard Long-term Bond Index Fund ETF 0.0%
Value ($000) $101 Shares 1,422 Est. Cost $66.62 Unrealized
IAU Ishares Gold Trust New ETF 0.0%
Value ($000) $99 Shares 1,366 Est. Cost $54.69 Unrealized
FCX Freeport-McMoran Inc 0.0%
Value ($000) $98 Shares 2,510 Est. Cost $37.23 Unrealized +16.0%
SYF Synchrony Finl Common 0.0%
Value ($000) $98 Shares 1,376 Est. Cost $59.14 Unrealized +21.8%
LDOS Leidos Holdings Inc 0.0%
Value ($000) $98 Shares 517 Est. Cost $164.34 Unrealized +5.5%
DNP Select Income FD Inc 0.0%
Value ($000) $97 Shares 9,644 Est. Cost $9.94 Unrealized
CTVA Corteva Inc Com 0.0%
Value ($000) $94 Shares 1,392 Est. Cost $57.80 Unrealized +24.8%
AVUS Avantis U.S. Equity ETF 0.0%
Value ($000) $92 Shares 850 Est. Cost $108.70 Unrealized
INTU Intuit Inc. 0.0%
Value ($000) $92 Shares 135 Est. Cost $613.88 Unrealized +17.2%
APH Amphenol Corp Class A Com 0.0%
Value ($000) $92 Shares 740 Est. Cost $81.39 Unrealized +34.4%
EXC Exelon Corp 0.0%
Value ($000) $91 Shares 2,024 Est. Cost $34.06 Unrealized +27.3%
VTR Ventas 0.0%
Value ($000) $91 Shares 1,299 Est. Cost $60.66 Unrealized +9.4%
RF Regions Financial Corp COM 0.0%
Value ($000) $89 Shares 3,369 Est. Cost $12.06 Unrealized +111.8%
VMC Vulcan Materials Common 0.0%
Value ($000) $88 Shares 285 Est. Cost $247.97 Unrealized +14.2%
WEC Wec Energy Group Inc 0.0%
Value ($000) $87 Shares 756 Est. Cost $67.29 Unrealized +59.2%
GILD Gilead Sciences Inc 0.0%
Value ($000) $83 Shares 750 Est. Cost $91.32 Unrealized +23.0%
KHC Kraft Heinz Co 0.0%
Value ($000) $82 Shares 3,141 Est. Cost $29.18 Unrealized -9.2%
ROK Rockwell Automation Inc 0.0%
Value ($000) $80 Shares 230 Est. Cost $181.65 Unrealized +89.1%
WELL Welltower Inc Common 0.0%
Value ($000) $80 Shares 451 Est. Cost $126.53 Unrealized +29.2%
WST West Pharmaceutical Services 0.0%
Value ($000) $79 Shares 300 Est. Cost $304.99 Unrealized -20.4%
FE Firstenergy Corp 0.0%
Value ($000) $78 Shares 1,710 Est. Cost $35.67 Unrealized +18.0%
GLW Corning Incorporated 0.0%
Value ($000) $78 Shares 948 Est. Cost $31.38 Unrealized +107.0%
FITB Fifth Third Bancorp 0.0%
Value ($000) $75 Shares 1,688 Est. Cost $25.52 Unrealized +68.6%
PH Parker Hannifin Corp Common 0.0%
Value ($000) $74 Shares 98 Est. Cost $334.93 Unrealized +119.5%
OTIS Otis Worldwide Corp Common 0.0%
Value ($000) $74 Shares 811 Est. Cost $72.79 Unrealized +23.8%
LEN Lennar Corp Class A 0.0%
Value ($000) $74 Shares 584 Est. Cost $52.05 Unrealized +137.4%
LYV Live Nation Entertainment Inc Corp 0.0%
Value ($000) $74 Shares 450 Est. Cost $130.55 Unrealized +21.1%
JCI Johnson Controls International PLC Shs 0.0%
Value ($000) $72 Shares 654 Est. Cost $45.72 Unrealized +133.7%
AIVL Wisdomtree US Ai Enhanced Value Fund ETF 0.0%
Value ($000) $71 Shares 625 Est. Cost $101.78 Unrealized
ASH Ashland Global Hldgs 0.0%
Value ($000) $71 Shares 1,489 Est. Cost $73.64 Unrealized -29.5%
MOAT VanEck Morningstar Wide Moat ETF 0.0%
Value ($000) $69 Shares 700 Est. Cost $99.11 Unrealized
MGY Magnolia Oil & Gas Corp Class A Common 0.0%
Value ($000) $69 Shares 2,900 Est. Cost $21.64 Unrealized +10.2%
TRV Travelers Cos Inc 0.0%
Value ($000) $69 Shares 247 Est. Cost $173.59 Unrealized +53.2%
GAP Gap, Inc 0.0%
Value ($000) $68 Shares 3,200 Est. Cost $21.95 Unrealized -2.9%
HWM Howmet Aerospace Inc Common 0.0%
Value ($000) $67 Shares 342 Est. Cost $16.67 Unrealized +992.7%
RBCAA Republic Bancorp Inc Class A 0.0%
Value ($000) $67 Shares 925 Est. Cost $50.91 Unrealized +45.0%
PRU Prudential Financial 0.0%
Value ($000) $67 Shares 644 Est. Cost $79.37 Unrealized +30.1%
BNS Bank of Nova Scotia 0.0%
Value ($000) $66 Shares 1,025 Est. Cost $46.53 Unrealized +26.7%
VONG Vanguard Russell 1000 Growth Index Etf 0.0%
Value ($000) $66 Shares 547 Est. Cost $103.30 Unrealized
AEG Aegon Ltd. New York Shares 0.0%
Value ($000) $64 Shares 8,000 Est. Cost $7.99 Unrealized
IVW Ishares Trust S&P 500 Growth ETF 0.0%
Value ($000) $63 Shares 525 Est. Cost $104.58 Unrealized
RSG Republic Services Inc 0.0%
Value ($000) $62 Shares 270 Est. Cost $141.11 Unrealized +65.3%
BDX Becton Dickinson & Co 0.0%
Value ($000) $61 Shares 325 Est. Cost $226.83 Unrealized -18.9%
CCI Crown Castle Intl Corp Common 0.0%
Value ($000) $61 Shares 630 Est. Cost $127.62 Unrealized -22.3%
ZTS Zoetis Inc Class A 0.0%
Value ($000) $60 Shares 408 Est. Cost $177.41 Unrealized -15.2%
WPC W P Carey Inc Common 0.0%
Value ($000) $59 Shares 880 Est. Cost $67.56 Unrealized
TXRH Texas Roadhouse Inc 0.0%
Value ($000) $59 Shares 355 Est. Cost $156.16 Unrealized +12.1%
GABC German American Bancorp Inc Common 0.0%
Value ($000) $59 Shares 1,500 Est. Cost $30.07 Unrealized +31.6%
GSK GSK PLC New 0.0%
Value ($000) $58 Shares 1,347 Est. Cost $3.14 Unrealized
VGK Vanguard Intl Equity Index Fund Ftse Europe ETF 0.0%
Value ($000) $57 Shares 720 Est. Cost $67.81 Unrealized
NEM Newmont Mining Corp (New) 0.0%
Value ($000) $57 Shares 678 Est. Cost $45.52 Unrealized +52.4%
SPH Suburban Propane Partners LP Unit 0.0%
Value ($000) $56 Shares 3,000 Est. Cost $17.20 Unrealized
CWB SPDR Bloomberg Convertible Securities ETF 0.0%
Value ($000) $54 Shares 600 Est. Cost $76.59 Unrealized
IXUS IShares Core Msci Total International Stock ETF 0.0%
Value ($000) $54 Shares 650 Est. Cost $82.58 Unrealized
DLTR Dollar Tree 0.0%
Value ($000) $52 Shares 550 Est. Cost $112.25 Unrealized -4.7%
O Realty Income Corp Common 0.0%
Value ($000) $52 Shares 850 Est. Cost $53.89 Unrealized +5.6%
SUN Sunoco LP 0.0%
Value ($000) $51 Shares 1,022 Est. Cost $51.44 Unrealized
XME SPDR Series Trust Metals & Mining ETF 0.0%
Value ($000) $51 Shares 545 Est. Cost $56.75 Unrealized
SCHH Schwab Strategic Tr ETF 0.0%
Value ($000) $50 Shares 2,321 Est. Cost $21.48 Unrealized
BCE BCE Inc Common New 0.0%
Value ($000) $49 Shares 2,085 Est. Cost $39.44 Unrealized -40.4%
FBIN Fortune Brands Home & Security, Inc 0.0%
Value ($000) $48 Shares 900 Est. Cost $55.69 Unrealized 0.0%
TLH Ishares 10-20 Year Treasury Bond ETF 0.0%
Value ($000) $48 Shares 466 Est. Cost $100.60 Unrealized
TM Toyota Mtr Corp ADR 2 0.0%
Value ($000) $48 Shares 250 Est. Cost $133.69 Unrealized
IDA Idacorp Inc 0.0%
Value ($000) $47 Shares 357 Est. Cost $102.55 Unrealized +20.8%
TDS Telephone And Data Systems, Inc 0.0%
Value ($000) $47 Shares 1,200 Est. Cost $30.42 Unrealized +26.5%
VLTO Veralto Corp 0.0%
Value ($000) $46 Shares 436 Est. Cost $73.75 Unrealized +42.7%
BOOT Boot Barn Holdings, Inc 0.0%
Value ($000) $46 Shares 280 Est. Cost $172.36 Unrealized 0.0%
IGSB Ishares Trust Corporate Bond ETF 0.0%
Value ($000) $46 Shares 864 Est. Cost $78.13 Unrealized
GUNR Flexshares Morningstar Global Natural Res ETF 0.0%
Value ($000) $44 Shares 1,015 Est. Cost $35.75 Unrealized
AZO Autozone Inc Common 0.0%
Value ($000) $43 Shares 10 Est. Cost $2550.38 Unrealized +57.3%
EVRG Evergy Inc 0.0%
Value ($000) $42 Shares 556 Est. Cost $43.35 Unrealized +62.1%
IQLT iShares MSCI Int'l Quality Factor ETF 0.0%
Value ($000) $42 Shares 950 Est. Cost $43.22 Unrealized
GSIE Goldman Sachs ETF International Equity 0.0%
Value ($000) $41 Shares 1,000 Est. Cost $39.66 Unrealized
EQR Equity Residential Com Shs 0.0%
Value ($000) $41 Shares 633 Est. Cost $64.33 Unrealized -0.5%
SCHD Schwab U.S. Dividend Equity ETF 0.0%
Value ($000) $41 Shares 1,500 Est. Cost $27.30 Unrealized
DIA SPDR Dow Jones Industrial ETF Trust 0.0%
Value ($000) $41 Shares 88 Est. Cost $423.34 Unrealized
DOW Dow Inc Corp Common 0.0%
Value ($000) $41 Shares 1,779 Est. Cost $32.58 Unrealized -25.4%
NDAQ Nasdaq Inc Corp 0.0%
Value ($000) $40 Shares 450 Est. Cost $60.38 Unrealized +52.6%
LHX L3harris Technologies Inc 0.0%
Value ($000) $40 Shares 130 Est. Cost $213.51 Unrealized +27.1%
IJT Ishares Trust S&P Small Capital 600 Growth ETF 0.0%
Value ($000) $40 Shares 280 Est. Cost $146.43 Unrealized
AMLP Alps ETF Tr 0.0%
Value ($000) $39 Shares 835 Est. Cost $44.06 Unrealized
DGX Quest Diagnostics Inc 0.0%
Value ($000) $38 Shares 200 Est. Cost $136.04 Unrealized +29.8%
EEMV Ishares Msci Emerging Markets Min Vol Factor ETF 0.0%
Value ($000) $38 Shares 590 Est. Cost $57.35 Unrealized
SOLV Solventum Corp Com 0.0%
Value ($000) $37 Shares 507 Est. Cost $60.63 Unrealized +20.9%
FBT First Tr Fund NYSE Arca Biotechnology Index Fd 0.0%
Value ($000) $36 Shares 200 Est. Cost $153.77 Unrealized
IJS Ishares S&P Small Cap 600 Value Index ETF 0.0%
Value ($000) $35 Shares 318 Est. Cost $100.63 Unrealized
CCL Carnival Corporation 0.0%
Value ($000) $35 Shares 1,212 Est. Cost $20.32 Unrealized +48.6%
SCHP Schwab US Tips ETF 0.0%
Value ($000) $35 Shares 1,300 Est. Cost $41.65 Unrealized
GEM Goldman Sachs ETF Trust Activebeta Emerging Markets Equity 0.0%
Value ($000) $35 Shares 850 Est. Cost $37.21 Unrealized
EBAY Ebay Inc 0.0%
Value ($000) $35 Shares 380 Est. Cost $47.00 Unrealized +87.1%
ES Eversource Energy Corp Common 0.0%
Value ($000) $35 Shares 485 Est. Cost $60.33 Unrealized +6.4%
SPHQ Invesco S&P 500 Quality ETF 0.0%
Value ($000) $34 Shares 464 Est. Cost $71.26 Unrealized
EYLD Cambria Emerging Shareholder Yield ETF 0.0%
Value ($000) $33 Shares 900 Est. Cost $36.12 Unrealized
UNF Unifirst Corp 0.0%
Value ($000) $33 Shares 200 Est. Cost $189.01 Unrealized -8.5%
SNPS Synopsys, Inc Common 0.0%
Value ($000) $33 Shares 66 Est. Cost $488.14 Unrealized +15.8%
HLT Hilton Worldwide Holdings Inc. 0.0%
Value ($000) $32 Shares 125 Est. Cost $170.35 Unrealized +58.5%
RCL Royal Caribbean Cruises Ltd Shs 0.0%
Value ($000) $32 Shares 100 Est. Cost $113.98 Unrealized +191.3%
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
MCHP Microchip Tech Inc 0.0%
Value ($000) $32 Shares 500 Est. Cost $62.69 Unrealized +6.7%
RDY Dr Reddy's Laboratories LTD ADR 0.0%
Value ($000) $32 Shares 2,275 Est. Cost $28.08 Unrealized
FSK FS KKR Capital Corp 0.0%
Value ($000) $31 Shares 2,084 Est. Cost $12.63 Unrealized +38.1%
SNX TD Synnex Corp 0.0%
Value ($000) $31 Shares 190 Est. Cost $117.73 Unrealized +24.4%
Western Asset Managed Muns Fd Inc Common 0.0%
Value ($000) $31 Shares 3,000 Est. Cost $14.00 Unrealized
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.0%
Value ($000) $31 Shares 369 Est. Cost $77.65 Unrealized
BOND Pimco Active Bond ETF 0.0%
Value ($000) $30 Shares 325 Est. Cost $94.61 Unrealized
TFLO Blackrock Ishares Treasury Float Rate Bd ETF 0.0%
Value ($000) $30 Shares 596 Est. Cost $50.65 Unrealized
STZ Constellation Brands Common 0.0%
Value ($000) $30 Shares 221 Est. Cost $236.76 Unrealized -33.5%
CTRA Coterra Energy Inc 0.0%
Value ($000) $28 Shares 1,202 Est. Cost $23.53 Unrealized +1.2%
QABA First Tr Nasdaq ABA Cmnty Bk Index Fund 0.0%
Value ($000) $28 Shares 500 Est. Cost $52.86 Unrealized
IVZ Invesco Ltd 0.0%
Value ($000) $28 Shares 1,210 Est. Cost $14.01 Unrealized +46.2%
HTH Hilltop Holdings Inc 0.0%
Value ($000) $28 Shares 830 Est. Cost $31.24 Unrealized +4.3%
MRTN Marten Transport, LTD 0.0%
Value ($000) $27 Shares 2,536 Est. Cost $16.30 Unrealized -26.1%
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF 0.0%
Value ($000) $26 Shares 545 Est. Cost $49.24 Unrealized
TYL Tyler Technologies, Inc. 0.0%
Value ($000) $26 Shares 50 Est. Cost $460.76 Unrealized +21.8%
TDC Teradata Corp 0.0%
Value ($000) $26 Shares 1,200 Est. Cost $31.29 Unrealized -31.2%
ACWV Ishares MSCI Global Min Vol Factor ETF 0.0%
Value ($000) $25 Shares 210 Est. Cost $113.23 Unrealized
PPL PPL Corporation Corp Common 0.0%
Value ($000) $25 Shares 670 Est. Cost $23.59 Unrealized +50.2%
TSN Tyson Foods Inc Class A 0.0%
Value ($000) $24 Shares 450 Est. Cost $61.10 Unrealized -11.0%
SNY Sanofi-Aventis 0.0%
Value ($000) $24 Shares 517 Est. Cost $56.61 Unrealized
FYLD Cambria Foreign Shareholder Yield ETF 0.0%
Value ($000) $24 Shares 776 Est. Cost $29.24 Unrealized
SBAC SBA Communications Corp REIT 0.0%
Value ($000) $24 Shares 125 Est. Cost $205.35 Unrealized +4.5%
BUD Anheuser Busch Inbev Sa/nv Sponsored ADR 0.0%
Value ($000) $24 Shares 400 Est. Cost $44.63 Unrealized
WAB Westinghouse Air Brake Technologies Corp Com 0.0%
Value ($000) $23 Shares 117 Est. Cost $167.26 Unrealized +17.8%
BALL Ball Corp 0.0%
Value ($000) $23 Shares 450 Est. Cost $58.36 Unrealized -8.0%
ZION Zions Bancorporation Common 0.0%
Value ($000) $23 Shares 400 Est. Cost $47.34 Unrealized +17.5%
AAXJ Ishares MSCI All Country Asia Ex Japan ETF 0.0%
Value ($000) $22 Shares 242 Est. Cost $67.75 Unrealized
BKNG Booking Holdings Inc 0.0%
Value ($000) $22 Shares 4 Est. Cost $3508.24 Unrealized +58.6%
VT Vanguard I Total World Stocketf 0.0%
Value ($000) $21 Shares 155 Est. Cost $115.95 Unrealized
WU Western Union Co Com 0.0%
Value ($000) $21 Shares 2,650 Est. Cost $10.60 Unrealized
DAR Darling Ingredients Inc 0.0%
Value ($000) $21 Shares 670 Est. Cost $37.80 Unrealized -11.6%
DFAS Dimensional ETF Trust U.S. Small Cap 0.0%
Value ($000) $21 Shares 300 Est. Cost $68.46 Unrealized
HDB HDFC Bank Ltd ADR 0.0%
Value ($000) $20 Shares 600 Est. Cost $48.36 Unrealized
SCHA Schwab US Small-cap ETF Small Cap 0.0%
Value ($000) $20 Shares 726 Est. Cost $24.35 Unrealized
TEVA Teva Pharmacuticals Industry 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $18.02 Unrealized
ROP Roper Technologies Inc Corp 0.0%
Value ($000) $20 Shares 40 Est. Cost $524.47 Unrealized +1.3%
JNK SPDR Bloomberg High Yield Bond ETF 0.0%
Value ($000) $20 Shares 200 Est. Cost $106.60 Unrealized
DGRO Ishares Core Dividend Growth ETF 0.0%
Value ($000) $19 Shares 280 Est. Cost $51.80 Unrealized
VTWO Vanguard Russell 2000 Index ETF 0.0%
Value ($000) $19 Shares 193 Est. Cost $80.65 Unrealized
INTC Intel Corporation 0.0%
Value ($000) $19 Shares 560 Est. Cost $31.53 Unrealized -23.2%
KEY KeyCorp 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $15.05 Unrealized +20.8%
CLX Clorox Co Calif 0.0%
Value ($000) $18 Shares 150 Est. Cost $141.19 Unrealized -13.4%
ADM Archer Danels Midland 0.0%
Value ($000) $18 Shares 300 Est. Cost $32.34 Unrealized +78.6%
MAS Masco Corp Common 0.0%
Value ($000) $18 Shares 252 Est. Cost $48.90 Unrealized +42.9%
XHB Spdr Ser Tr S&p Homebuilders ETF 0.0%
Value ($000) $18 Shares 160 Est. Cost $56.25 Unrealized
FFBC First Financial Bancorp Corp 0.0%
Value ($000) $17 Shares 693 Est. Cost $21.85 Unrealized +14.1%
MFS High Yield Municipal Tr 0.0%
Value ($000) $17 Shares 5,010 Est. Cost $3.52 Unrealized
ARKK ARK Innovation ETF 0.0%
Value ($000) $17 Shares 200 Est. Cost $47.53 Unrealized
IYE iShares U.S. Energy ETF 0.0%
Value ($000) $17 Shares 353 Est. Cost $46.34 Unrealized
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $17 Shares 215 Est. Cost $86.96 Unrealized -15.8%
OTTR Otter Tail Corp Common 0.0%
Value ($000) $16 Shares 200 Est. Cost $43.72 Unrealized +82.6%
CME CME Group Inc Common 0.0%
Value ($000) $16 Shares 60 Est. Cost $150.67 Unrealized +79.1%
Nuveen Municipal Value Fund Inc 0.0%
Value ($000) $16 Shares 1,800 Est. Cost $8.59 Unrealized
VOT Vanguard Mid-Cap Growth Index ETF 0.0%
Value ($000) $16 Shares 55 Est. Cost $194.21 Unrealized
WAT Waters Corp 0.0%
Value ($000) $16 Shares 53 Est. Cost $335.43 Unrealized -10.0%
ROBT First Trust Nasdaq Al & Robotics ETF 0.0%
Value ($000) $16 Shares 300 Est. Cost $34.00 Unrealized
IYH iShares U.S. Healthcare ETF 0.0%
Value ($000) $16 Shares 270 Est. Cost $60.89 Unrealized
BNDX Vanguard Total International ETF 0.0%
Value ($000) $16 Shares 316 Est. Cost $48.11 Unrealized
Calamos Dynamic Convertible And Income Fund 0.0%
Value ($000) $14 Shares 682 Est. Cost $0.02 Unrealized
CDNS Cadence Design Systems Inc Corp Common 0.0%
Value ($000) $14 Shares 40 Est. Cost $247.05 Unrealized +39.3%
WBD Warner Bros. Discovery Srs 0.0%
Value ($000) $14 Shares 719 Est. Cost $8.56 Unrealized +59.2%
CTBI Community Trust Bancorp Inc Common 0.0%
Value ($000) $14 Shares 250 Est. Cost $25.28 Unrealized +118.4%
MAA Mid-America Apartment Com 0.0%
Value ($000) $14 Shares 100 Est. Cost $131.86 Unrealized +8.2%
KVUE Kenvue Inc 0.0%
Value ($000) $14 Shares 838 Est. Cost $19.74 Unrealized +1.7%
NUE Nucor Corp 0.0%
Value ($000) $14 Shares 100 Est. Cost $57.55 Unrealized +144.2%
GBTC Grayscale Bitcoin Trust ETF 0.0%
Value ($000) $13 Shares 150 Est. Cost $53.24 Unrealized
ALGN Align Technology Inc 0.0%
Value ($000) $13 Shares 103 Est. Cost $191.97 Unrealized -18.4%
MFS High Income Municipal Tr 0.0%
Value ($000) $12 Shares 3,332 Est. Cost $3.68 Unrealized
ICLN Ishares Global Clean Energy ETF 0.0%
Value ($000) $12 Shares 800 Est. Cost $17.53 Unrealized
IBB Ishares Biotechnology ETF 0.0%
Value ($000) $12 Shares 85 Est. Cost $128.39 Unrealized
RGTI Rigetti Computing Inc 0.0%
Value ($000) $12 Shares 400 Est. Cost $17.53 Unrealized 0.0%
BTI British American Tobacco PLC ADR 0.0%
Value ($000) $12 Shares 224 Est. Cost $36.58 Unrealized
MBC Masterbrand Inc 0.0%
Value ($000) $12 Shares 900 Est. Cost $12.36 Unrealized 0.0%
AVSC Avantis U.S. Small Cap Equity ETF 0.0%
Value ($000) $11 Shares 200 Est. Cost $57.25 Unrealized
TIP Ishares Tips Bond ETF 0.0%
Value ($000) $11 Shares 100 Est. Cost $0.11 Unrealized
HLN Haleon PLC 0.0%
Value ($000) $11 Shares 1,230 Est. Cost $9.58 Unrealized
IOO Blackrock Institutional Trust Company N.A. Ishares Global 100 Etf 0.0%
Value ($000) $11 Shares 90 Est. Cost $80.52 Unrealized
SHY IShares Trust Lehman 1-3 Year Tsy Bond ETF 0.0%
Value ($000) $11 Shares 127 Est. Cost $81.98 Unrealized
BIIB Biogen Incorporated 0.0%
Value ($000) $11 Shares 75 Est. Cost $319.93 Unrealized -57.8%
NXPI NXP Semiconductors Nv Corp 0.0%
Value ($000) $10 Shares 45 Est. Cost $180.04 Unrealized +23.9%
IUSV Ishares Core S&P US Value ETF 0.0%
Value ($000) $10 Shares 100 Est. Cost $78.26 Unrealized
PCAR Paccar Inc 0.0%
Value ($000) $10 Shares 100 Est. Cost $48.44 Unrealized +100.0%
HNRG Hallador Energy Co 0.0%
Value ($000) $10 Shares 500 Est. Cost $15.45 Unrealized +11.2%
MRP Millrose Properties Inc. Ordinary Shares- Class A 0.0%
Value ($000) $10 Shares 291 Est. Cost $28.51 Unrealized
HBAN Huntington Bancshares Inc Common 0.0%
Value ($000) $10 Shares 564 Est. Cost $15.70 Unrealized +7.1%
CELH Celsius Holdings Inc Ordinary Shares 0.0%
Value ($000) $9 Shares 165 Est. Cost $52.29 Unrealized 0.0%
PSR Invesco Active US Real Estate Fund ETF 0.0%
Value ($000) $9 Shares 100 Est. Cost $80.00 Unrealized
BUSE First Busey Corp Common New 0.0%
Value ($000) $9 Shares 400 Est. Cost $20.33 Unrealized +14.5%
TEL TE Connectivity PLC 0.0%
Value ($000) $9 Shares 42 Est. Cost $200.01 Unrealized 0.0%
BAX Baxter International Inc Com 0.0%
Value ($000) $9 Shares 400 Est. Cost $41.70 Unrealized -39.5%
GM General Motors 0.0%
Value ($000) $9 Shares 149 Est. Cost $50.92 Unrealized +9.1%
SJM Smucker J M Common New 0.0%
Value ($000) $9 Shares 83 Est. Cost $106.68 Unrealized +0.3%
FICO Fair Isaac Corp 0.0%
Value ($000) $9 Shares 6 Est. Cost $749.78 Unrealized +100.6%
VIGI Vanguard Int'l Dividend Appreciation ETF 0.0%
Value ($000) $9 Shares 100 Est. Cost $89.57 Unrealized
CNXC Concentrix Corp 0.0%
Value ($000) $9 Shares 190 Est. Cost $42.84 Unrealized +22.2%
IYR Ishares Tr Dow Jones Real ES 0.0%
Value ($000) $9 Shares 90 Est. Cost $78.95 Unrealized
MTD Mettler-toledo International Inc. 0.0%
Value ($000) $9 Shares 7 Est. Cost $1235.86 Unrealized +1.4%
ORLY O`Reilly Automotive, Inc 0.0%
Value ($000) $8 Shares 78 Est. Cost $100.52 Unrealized 0.0%
KDP Keurig Dr Pepper Inc 0.0%
Value ($000) $8 Shares 326 Est. Cost $31.91 Unrealized -3.4%
DJT Trump Media & Technology Group 0.0%
Value ($000) $8 Shares 483 Est. Cost $34.74 Unrealized -49.0%
TROW T Rowe Price Group Inc Com 0.0%
Value ($000) $8 Shares 75 Est. Cost $102.19 Unrealized +0.6%
CC Chemours Company 0.0%
Value ($000) $8 Shares 480 Est. Cost $18.61 Unrealized -22.8%
DG Dollar General Corp 0.0%
Value ($000) $7 Shares 70 Est. Cost $160.98 Unrealized -32.3%
KMX Carmax Inc 0.0%
Value ($000) $7 Shares 159 Est. Cost $64.63 Unrealized -7.6%
GSBD Goldman Sachs BDC, Inc 0.0%
Value ($000) $7 Shares 700 Est. Cost $11.02 Unrealized +3.2%
COMT Ishares GSCI Commodity Dynamic Roll Strategy ETF 0.0%
Value ($000) $7 Shares 262 Est. Cost $25.31 Unrealized
CNC Centene Corp Del Common 0.0%
Value ($000) $7 Shares 196 Est. Cost $69.04 Unrealized -56.2%
CZR Caesars Entertainment Inc Ordinary Shares 0.0%
Value ($000) $7 Shares 258 Est. Cost $37.50 Unrealized -27.8%
BOH Bank of Hawaii Corp 0.0%
Value ($000) $7 Shares 100 Est. Cost $68.79 Unrealized -4.7%
BHF Brighthouse Finl Inc Common 0.0%
Value ($000) $7 Shares 123 Est. Cost $57.39 Unrealized -14.9%
IBIT iShares Bitcoin Trust ETF 0.0%
Value ($000) $7 Shares 100 Est. Cost $36.13 Unrealized
MOTI VanEck Morningstar International Moat ETF 0.0%
Value ($000) $6 Shares 175 Est. Cost $37.07 Unrealized
WSBC Wesbanco Inc Common 0.0%
Value ($000) $6 Shares 200 Est. Cost $35.37 Unrealized -9.9%
HMC Honda Motor Co LTD ADR 0.0%
Value ($000) $6 Shares 206 Est. Cost $31.73 Unrealized
VTRS Viatris Inc 0.0%
Value ($000) $6 Shares 626 Est. Cost $11.19 Unrealized -14.5%
NOC Northrop Grumman Corp Common 0.0%
Value ($000) $6 Shares 10 Est. Cost $439.29 Unrealized +28.2%
XEL XCEL Energy Inc 0.0%
Value ($000) $6 Shares 75 Est. Cost $64.42 Unrealized +10.7%
FAST Fastenal Corp Common 0.0%
Value ($000) $6 Shares 123 Est. Cost $46.94 Unrealized 0.0%
LULU Lululemon Athletica Inc 0.0%
Value ($000) $6 Shares 33 Est. Cost $212.56 Unrealized -5.7%
CRSP Crispr Therapeutics Ag 0.0%
Value ($000) $6 Shares 90 Est. Cost $57.41 Unrealized 0.0%
GWW Grainger W Inc Common 0.0%
Value ($000) $6 Shares 6 Est. Cost $452.39 Unrealized +121.2%
IYF Ishares Trust DJ US Financial Financials ETF 0.0%
Value ($000) $6 Shares 45 Est. Cost $69.43 Unrealized
MSCI MSCI Inc. 0.0%
Value ($000) $6 Shares 10 Est. Cost $473.00 Unrealized +18.9%
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 +4.3%
OGN Organon & Co Corp Com 0.0%
Value ($000) $5 Shares 500 Est. Cost $15.75 Unrealized -37.9%
LUMN Lumen Technology 0.0%
Value ($000) $5 Shares 869 Est. Cost $4.98 Unrealized -3.7%
MFS Investment Grade Municipal 0.0%
Value ($000) $5 Shares 648 Est. Cost $7.99 Unrealized
USHY Ishares Broad Usd High Yield Corp Bond ETF 0.0%
Value ($000) $5 Shares 133 Est. Cost $36.16 Unrealized
Blackrock Muni Holdings Fund 0.0%
Value ($000) $5 Shares 425 Est. Cost $11.67 Unrealized
ALK Alaska Air Group Inc Corp Common 0.0%
Value ($000) $5 Shares 100 Est. Cost $67.73 Unrealized -17.9%
FCOM Fidelity MSCI Communication Services Index ETF 0.0%
Value ($000) $5 Shares 70 Est. Cost $46.21 Unrealized
WY Weyerhaeuser Common 0.0%
Value ($000) $5 Shares 200 Est. Cost $29.42 Unrealized -14.4%
SPG Simon Property Group INC Prop Grp REIT 0.0%
Value ($000) $5 Shares 25 Est. Cost $91.23 Unrealized +85.3%
VIS Vanguard Industrials ETF 0.0%
Value ($000) $4 Shares 15 Est. Cost $174.45 Unrealized
COIN Coin UW Equity Common 0.0%
Value ($000) $4 Shares 13 Est. Cost $179.97 Unrealized +88.4%
RVTY Perkinelmer Inc 0.0%
Value ($000) $4 Shares 50 Est. Cost $95.91 Unrealized -5.4%
INVZ Innoviz Technologies Ltd Corp 0.0%
Value ($000) $4 Shares 2,000 Est. Cost $4.79 Unrealized -64.4%
KCE SPDR S&P Capital Markets ETF 0.0%
Value ($000) $4 Shares 25 Est. Cost $126.16 Unrealized
HAL Halliburton Co 0.0%
Value ($000) $4 Shares 150 Est. Cost $29.53 Unrealized -25.9%
ET Energy Transfer LP 0.0%
Value ($000) $3 Shares 200 Est. Cost $16.05 Unrealized
AR Antero Resources 0.0%
Value ($000) $3 Shares 100 Est. Cost $38.35 Unrealized -13.1%
JAZZ Jazz Pharmaceuticals Plc 0.0%
Value ($000) $3 Shares 25 Est. Cost $108.63 Unrealized +10.4%
PPC Pilgrims Pride 0.0%
Value ($000) $3 Shares 74 Est. Cost $50.02 Unrealized -9.3%
VAW Vanguard Materials Index Fund ETF 0.0%
Value ($000) $3 Shares 14 Est. Cost $177.09 Unrealized
LAC Lithium Americas Corp 0.0%
Value ($000) $3 Shares 500 Est. Cost $4.42 Unrealized -28.5%
ARKX Ark ETF Trust Space Exploration & Innovation 0.0%
Value ($000) $3 Shares 100 Est. Cost $19.52 Unrealized
EH Ehang Holdings, LTD 0.0%
Value ($000) $3 Shares 150 Est. Cost $15.75 Unrealized
VDC Vanguard Consumer Staples Index Fund ETF 0.0%
Value ($000) $3 Shares 13 Est. Cost $195.34 Unrealized
FMC FMC Corp 0.0%
Value ($000) $3 Shares 80 Est. Cost $100.25 Unrealized -62.0%
EXR Extra Space Storage Inc REIT 0.0%
Value ($000) $2 Shares 17 Est. Cost $115.65 Unrealized +21.6%
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
HCA Health Corp America 0.0%
Value ($000) $2 Shares 5 Est. Cost $218.18 Unrealized +77.1%
STLA Stellantis N V F 0.0%
Value ($000) $2 Shares 200 Est. Cost $15.00 Unrealized
NLOP Net Lease Office Properties 0.0%
Value ($000) $2 Shares 58 Est. Cost $24.62 Unrealized
DAL Delta Air Lines Inc Del Common New 0.0%
Value ($000) $2 Shares 30 Est. Cost $42.88 Unrealized +32.5%
MKC McCormick & Co Inc Common Non Vtg 0.0%
Value ($000) $2 Shares 23 Est. Cost $61.94 Unrealized +11.5%
SIRI Sirius XM Holdings Inc 0.0%
Value ($000) $1 Shares 62 Est. Cost $23.55 Unrealized -1.8%
PRCT Procept Biorobotics Corp 0.0%
Value ($000) $1 Shares 36 Est. Cost $71.04 Unrealized -35.7%
NVAX Novavax, Inc Common 0.0%
Value ($000) $1 Shares 142 Est. Cost $8.46 Unrealized -8.0%
SAM Boston Beer Co, Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $278.81 Unrealized -23.7%
VDE Vanguard World Funds Vanguard Energy ETF 0.0%
Value ($000) $1 Shares 8 Est. Cost $126.49 Unrealized
VOX Vanguard Communication Services ETF 0.0%
Value ($000) $1 Shares 5 Est. Cost $155.00 Unrealized
CBRL Cracker Barrel Inc 0.0%
Value ($000) $1 Shares 20 Est. Cost $57.00 Unrealized 0.0%
XYZ Block Inc 0.0%
Value ($000) $1 Shares 10 Est. Cost $79.35 Unrealized -5.7%
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 -35.6%
Wolfspeed Inc 0.0%
Value ($000) $0 Shares 114 Est. Cost $31.86 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