Bedel Financial Consulting, Inc. Diversified Active

Location: Indianapolis, IN

CIK: 0001730511 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 7, 2025

Total Value: $698M (100.0% shares, 0.0% debt)

Holdings (261)

LLY ELI LILLY & CO 36.5%
Value $255M Shares 328,664 Est. Cost $87.05 Unrealized +849.7%
DFAI DIMENSIONAL ETF TRUST 6.5%
Value $45.26M Shares 1,377,498 Est. Cost $28.13 Unrealized
VTEB VANGUARD MUN BD FDS 4.6%
Value $32.25M Shares 658,251 Est. Cost $49.86 Unrealized
AAPL APPLE INC 2.3%
Value $16.06M Shares 80,889 Est. Cost $95.48 Unrealized +141.7%
DFAE DIMENSIONAL ETF TRUST 2.2%
Value $15.7M Shares 585,366 Est. Cost $23.18 Unrealized
MSFT MICROSOFT CORP 2.1%
Value $14.48M Shares 33,421 Est. Cost $113.30 Unrealized +257.5%
EFG ISHARES TR 1.8%
Value $12.8M Shares 120,540 Est. Cost $83.77 Unrealized
IMCG ISHARES TR 1.6%
Value $11.03M Shares 151,151 Est. Cost $62.92 Unrealized
SPY SPDR S&P 500 ETF TR 1.6%
Value $10.9M Shares 19,513 Est. Cost $384.94 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 1.4%
Value $10.02M Shares 282,203 Est. Cost $21.30 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.3%
Value $9.337M Shares 18,225 Est. Cost $214.45 Unrealized +126.7%
TOTL SSGA ACTIVE ETF TR 1.2%
Value $8.558M Shares 214,967 Est. Cost $41.98 Unrealized
PAPR INNOVATOR ETFS TRUST 1.2%
Value $8.472M Shares 238,117 Est. Cost $25.77 Unrealized
JPM JPMORGAN CHASE & CO. 1.1%
Value $7.745M Shares 31,075 Est. Cost $94.35 Unrealized +165.9%
IVV ISHARES TR 0.9%
Value $6.101M Shares 10,865 Est. Cost $348.11 Unrealized
IMCV ISHARES TR 0.8%
Value $5.385M Shares 74,804 Est. Cost $64.20 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.8%
Value $5.376M Shares 7 Est. Cost $692527.00 Unrealized +5.3%
PFFV GLOBAL X FDS 0.8%
Value $5.237M Shares 226,659 Est. Cost $22.46 Unrealized
FYC FIRST TR EXCHANGE-TRADED ALP 0.7%
Value $4.95M Shares 71,104 Est. Cost $60.65 Unrealized
FLV AMERICAN CENTY ETF TR 0.7%
Value $4.637M Shares 69,745 Est. Cost $59.61 Unrealized
ISCF ISHARES TR 0.6%
Value $4.473M Shares 123,968 Est. Cost $30.20 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.6%
Value $4.336M Shares 55,077 Est. Cost $75.01 Unrealized
COWZ PACER FDS TR 0.6%
Value $4.321M Shares 83,193 Est. Cost $50.74 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.5%
Value $3.469M Shares 85,355 Est. Cost $30.40 Unrealized
GOOGL ALPHABET INC 0.5%
Value $3.441M Shares 21,081 Est. Cost $113.40 Unrealized +59.3%
IMCB ISHARES TR 0.5%
Value $3.429M Shares 46,481 Est. Cost $69.66 Unrealized
QUAL ISHARES TR 0.5%
Value $3.323M Shares 19,543 Est. Cost $114.48 Unrealized
IWR ISHARES TR 0.4%
Value $2.942M Shares 34,634 Est. Cost $79.83 Unrealized
VTI VANGUARD INDEX FDS 0.4%
Value $2.822M Shares 10,263 Est. Cost $187.40 Unrealized
GOOG ALPHABET INC 0.4%
Value $2.744M Shares 16,609 Est. Cost $113.39 Unrealized +60.9%
VNLA JANUS DETROIT STR TR 0.4%
Value $2.603M Shares 53,240 Est. Cost $50.02 Unrealized
AMZN AMAZON COM INC 0.4%
Value $2.592M Shares 14,008 Est. Cost $133.00 Unrealized +63.2%
WMT WALMART INC 0.4%
Value $2.554M Shares 25,915 Est. Cost $49.04 Unrealized +89.5%
NVDA NVIDIA CORPORATION 0.4%
Value $2.542M Shares 22,388 Est. Cost $93.58 Unrealized +35.4%
IWM ISHARES TR 0.4%
Value $2.491M Shares 12,662 Est. Cost $182.82 Unrealized
IJUL INNOVATOR ETFS TRUST 0.4%
Value $2.486M Shares 81,834 Est. Cost $29.20 Unrealized
QGRO AMERICAN CENTY ETF TR 0.3%
Value $2.391M Shares 24,128 Est. Cost $64.99 Unrealized
ABBV ABBVIE INC 0.3%
Value $2.348M Shares 12,544 Est. Cost $82.84 Unrealized +128.6%
DFAT DIMENSIONAL ETF TRUST 0.3%
Value $2.331M Shares 46,719 Est. Cost $48.88 Unrealized
ORCL ORACLE CORP 0.3%
Value $2.295M Shares 15,541 Est. Cost $60.87 Unrealized +165.4%
JNJ JOHNSON & JOHNSON 0.3%
Value $2.279M Shares 14,751 Est. Cost $123.87 Unrealized +23.1%
XOM EXXON MOBIL CORP 0.3%
Value $2.265M Shares 21,632 Est. Cost $55.69 Unrealized +92.5%
EFA ISHARES TR 0.3%
Value $2.137M Shares 24,805 Est. Cost $68.57 Unrealized
MCD MCDONALDS CORP 0.3%
Value $2.123M Shares 6,701 Est. Cost $182.89 Unrealized +60.1%
IJH ISHARES TR 0.3%
Value $1.997M Shares 34,377 Est. Cost $86.43 Unrealized
HD HOME DEPOT INC 0.3%
Value $1.984M Shares 5,520 Est. Cost $180.96 Unrealized +110.4%
CMI CUMMINS INC 0.3%
Value $1.979M Shares 6,635 Est. Cost $138.95 Unrealized +149.1%
PG PROCTER AND GAMBLE CO 0.3%
Value $1.955M Shares 12,275 Est. Cost $87.34 Unrealized +87.7%
GSPY TIDAL ETF TR 0.3%
Value $1.91M Shares 62,375 Est. Cost $25.42 Unrealized
CSCO CISCO SYS INC 0.3%
Value $1.811M Shares 30,581 Est. Cost $32.02 Unrealized +87.7%
FNX FIRST TR MID CAP CORE ALPHAD 0.3%
Value $1.804M Shares 16,900 Est. Cost $65.69 Unrealized
VUG VANGUARD INDEX FDS 0.3%
Value $1.756M Shares 4,578 Est. Cost $173.87 Unrealized
ISRG INTUITIVE SURGICAL INC 0.2%
Value $1.725M Shares 3,252 Est. Cost $270.92 Unrealized +104.1%
META META PLATFORMS INC 0.2%
Value $1.724M Shares 2,936 Est. Cost $207.09 Unrealized +210.6%
ACWX ISHARES TR 0.2%
Value $1.699M Shares 29,246 Est. Cost $47.60 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value $1.668M Shares 3,248 Est. Cost $311.56 Unrealized
KO COCA COLA CO 0.2%
Value $1.634M Shares 22,782 Est. Cost $45.81 Unrealized +41.8%
PEP PEPSICO INC 0.2%
Value $1.601M Shares 12,249 Est. Cost $100.27 Unrealized +43.1%
CALF PACER FDS TR 0.2%
Value $1.6M Shares 43,753 Est. Cost $38.39 Unrealized
POCT INNOVATOR ETFS TRUST 0.2%
Value $1.559M Shares 40,086 Est. Cost $29.23 Unrealized
IWF ISHARES TR 0.2%
Value $1.558M Shares 4,197 Est. Cost $182.21 Unrealized
GLD SPDR GOLD TR 0.2%
Value $1.533M Shares 4,859 Est. Cost $186.65 Unrealized
AMAT APPLIED MATLS INC 0.2%
Value $1.486M Shares 9,713 Est. Cost $95.68 Unrealized +74.2%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value $1.416M Shares 4,670 Est. Cost $103.60 Unrealized +185.1%
MINT PIMCO ETF TR 0.2%
Value $1.401M Shares 13,987 Est. Cost $100.96 Unrealized
BUFB INNOVATOR ETFS TRUST 0.2%
Value $1.369M Shares 43,733 Est. Cost $27.55 Unrealized
IWS ISHARES TR 0.2%
Value $1.362M Shares 10,992 Est. Cost $106.19 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.2%
Value $1.359M Shares 13,053 Est. Cost $28.78 Unrealized +249.9%
ORLY OREILLY AUTOMOTIVE INC 0.2%
Value $1.345M Shares 970 Est. Cost $14.97 Unrealized +481.2%
SPSM SPDR SER TR 0.2%
Value $1.339M Shares 33,788 Est. Cost $39.55 Unrealized
DIS DISNEY WALT CO 0.2%
Value $1.303M Shares 14,140 Est. Cost $103.44 Unrealized +2.8%
UOCT INNOVATOR ETFS TRUST 0.2%
Value $1.299M Shares 37,545 Est. Cost $23.43 Unrealized
HON HONEYWELL INTL INC 0.2%
Value $1.279M Shares 6,092 Est. Cost $134.12 Unrealized +47.9%
LOW LOWES COS INC 0.2%
Value $1.237M Shares 5,546 Est. Cost $91.47 Unrealized +164.6%
PJUL INNOVATOR ETFS TRUST 0.2%
Value $1.214M Shares 30,190 Est. Cost $34.79 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.2%
Value $1.211M Shares 7,558 Est. Cost $95.54 Unrealized +74.7%
TCHP T ROWE PRICE ETF INC 0.2%
Value $1.195M Shares 30,256 Est. Cost $26.12 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.2%
Value $1.194M Shares 14,403 Est. Cost $65.34 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value $1.194M Shares 4,336 Est. Cost $94.40 Unrealized +209.8%
HELO J P MORGAN EXCHANGE TRADED F 0.2%
Value $1.158M Shares 19,439 Est. Cost $58.40 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value $1.155M Shares 8,516 Est. Cost $87.75 Unrealized +71.5%
FDN FIRST TR EXCHANGE-TRADED FD 0.2%
Value $1.153M Shares 4,875 Est. Cost $109.86 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value $1.151M Shares 1,139 Est. Cost $407.80 Unrealized +138.0%
HBAN HUNTINGTON BANCSHARES INC 0.2%
Value $1.137M Shares 76,444 Est. Cost $12.22 Unrealized +27.1%
VXUS VANGUARD STAR FDS 0.2%
Value $1.12M Shares 17,185 Est. Cost $57.46 Unrealized
TSLA TESLA INC 0.2%
Value $1.065M Shares 3,867 Est. Cost $211.49 Unrealized +57.6%
VB VANGUARD INDEX FDS 0.1%
Value $1.026M Shares 4,680 Est. Cost $211.80 Unrealized
EXLS EXLSERVICE HOLDINGS INC 0.1%
Value $1.025M Shares 21,965 Est. Cost $25.83 Unrealized +86.2%
DFAS DIMENSIONAL ETF TRUST 0.1%
Value $1.023M Shares 17,367 Est. Cost $54.94 Unrealized
V VISA INC 0.1%
Value $991K Shares 2,850 Est. Cost $171.31 Unrealized +96.3%
LLY ELI LILLY & CO 0.1%
Value $980K Shares 17,400 Est. Cost $87.05 Unrealized +849.7%
PM PHILIP MORRIS INTL INC 0.1%
Value $968K Shares 5,560 Est. Cost $78.10 Unrealized +75.4%
VTV VANGUARD INDEX FDS 0.1%
Value $939K Shares 5,635 Est. Cost $146.77 Unrealized
PSEP INNOVATOR ETFS TRUST 0.1%
Value $926K Shares 24,067 Est. Cost $31.10 Unrealized
IWP ISHARES TR 0.1%
Value $895K Shares 7,269 Est. Cost $97.99 Unrealized
PJAN INNOVATOR ETFS TRUST 0.1%
Value $872K Shares 20,993 Est. Cost $29.75 Unrealized
PNOV INNOVATOR ETFS TRUST 0.1%
Value $867K Shares 23,250 Est. Cost $29.21 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value $847K Shares 7,777 Est. Cost $58.25 Unrealized +50.8%
PFE PFIZER INC 0.1%
Value $841K Shares 36,774 Est. Cost $28.02 Unrealized -11.8%
ELV ELEVANCE HEALTH INC 0.1%
Value $841K Shares 2,031 Est. Cost $316.53 Unrealized +24.6%
VNQ VANGUARD INDEX FDS 0.1%
Value $820K Shares 9,233 Est. Cost $88.08 Unrealized
CTAS CINTAS CORP 0.1%
Value $813K Shares 3,812 Est. Cost $152.76 Unrealized +29.5%
IWD ISHARES TR 0.1%
Value $805K Shares 4,404 Est. Cost $150.66 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value $783K Shares 11,767 Est. Cost $58.53 Unrealized +17.3%
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value $774K Shares 10,679 Est. Cost $48.48 Unrealized
SCHB SCHWAB STRATEGIC TR 0.1%
Value $769K Shares 35,694 Est. Cost $35.57 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $752K Shares 3,019 Est. Cost $104.27 Unrealized +129.6%
INTC INTEL CORP 0.1%
Value $726K Shares 36,410 Est. Cost $39.35 Unrealized -44.4%
ITW ILLINOIS TOOL WKS INC 0.1%
Value $710K Shares 2,961 Est. Cost $132.67 Unrealized +89.0%
IUSG ISHARES TR 0.1%
Value $709K Shares 5,379 Est. Cost $60.80 Unrealized
RTX RTX CORPORATION 0.1%
Value $707K Shares 5,519 Est. Cost $65.13 Unrealized +91.5%
AVGO BROADCOM INC 0.1%
Value $688K Shares 3,438 Est. Cost $153.59 Unrealized +36.6%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value $676K Shares 12,597 Est. Cost $51.61 Unrealized
SYK STRYKER CORPORATION 0.1%
Value $672K Shares 1,780 Est. Cost $148.79 Unrealized +153.4%
UNH UNITEDHEALTH GROUP INC 0.1%
Value $667K Shares 1,691 Est. Cost $355.93 Unrealized +40.3%
IWO ISHARES TR 0.1%
Value $667K Shares 2,602 Est. Cost $209.81 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value $666K Shares 9,065 Est. Cost $44.49 Unrealized +65.7%
MO ALTRIA GROUP INC 0.1%
Value $664K Shares 10,973 Est. Cost $39.75 Unrealized +28.4%
SCHX SCHWAB STRATEGIC TR 0.1%
Value $658K Shares 29,770 Est. Cost $34.76 Unrealized
SMMU PIMCO ETF TR 0.1%
Value $656K Shares 13,184 Est. Cost $49.29 Unrealized
MUNI PIMCO ETF TR 0.1%
Value $651K Shares 12,748 Est. Cost $51.38 Unrealized
FFBC FIRST FINL BANCORP OH 0.1%
Value $651K Shares 27,412 Est. Cost $21.78 Unrealized +18.4%
IWN ISHARES TR 0.1%
Value $638K Shares 4,361 Est. Cost $138.50 Unrealized
PFEB INNOVATOR ETFS TRUST 0.1%
Value $635K Shares 17,736 Est. Cost $25.25 Unrealized
CAT CATERPILLAR INC 0.1%
Value $625K Shares 1,948 Est. Cost $168.08 Unrealized +109.4%
DVY ISHARES TR 0.1%
Value $625K Shares 4,851 Est. Cost $103.97 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value $608K Shares 4,579 Est. Cost $93.39 Unrealized +39.0%
VBR VANGUARD INDEX FDS 0.1%
Value $599K Shares 3,292 Est. Cost $137.24 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value $594K Shares 2,195 Est. Cost $174.05 Unrealized +47.0%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value $585K Shares 3,068 Est. Cost $149.82 Unrealized
USB US BANCORP DEL 0.1%
Value $573K Shares 13,994 Est. Cost $39.34 Unrealized +12.3%
ADBE ADOBE INC 0.1%
Value $567K Shares 1,482 Est. Cost $457.33 Unrealized -6.2%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value $556K Shares 11,933 Est. Cost $42.14 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value $549K Shares 3,228 Est. Cost $136.50 Unrealized
BAC BANK AMERICA CORP 0.1%
Value $549K Shares 13,440 Est. Cost $28.55 Unrealized +52.8%
DISV DIMENSIONAL ETF TRUST 0.1%
Value $546K Shares 17,797 Est. Cost $25.99 Unrealized
ISHARES TR 0.1%
Value $542K Shares 23,396 Est. Cost $23.22 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value $534K Shares 20,883 Est. Cost $38.87 Unrealized
SBUX STARBUCKS CORP 0.1%
Value $533K Shares 6,440 Est. Cost $75.29 Unrealized +34.1%
IBHF ISHARES TR 0.1%
Value $529K Shares 22,955 Est. Cost $23.05 Unrealized
PMAY INNOVATOR ETFS TRUST 0.1%
Value $522K Shares 14,508 Est. Cost $28.91 Unrealized
NFLX NETFLIX INC 0.1%
Value $519K Shares 456 Est. Cost $43.65 Unrealized +117.9%
MRK MERCK & CO INC 0.1%
Value $517K Shares 6,537 Est. Cost $66.03 Unrealized +36.5%
MPLX MPLX LP 0.1%
Value $510K Shares 10,248 Est. Cost $53.82 Unrealized
PWV INVESCO EXCHANGE TRADED FD T 0.1%
Value $509K Shares 8,832 Est. Cost $35.65 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value $509K Shares 910 Est. Cost $207.47 Unrealized +161.3%
RMD RESMED INC 0.1%
Value $508K Shares 2,100 Est. Cost $192.34 Unrealized +20.4%
USEP INNOVATOR ETFS TRUST 0.1%
Value $503K Shares 14,593 Est. Cost $26.52 Unrealized
VGT VANGUARD WORLD FD 0.1%
Value $501K Shares 895 Est. Cost $215.32 Unrealized
CSX CSX CORP 0.1%
Value $498K Shares 17,730 Est. Cost $25.94 Unrealized +20.7%
BALL BALL CORP 0.1%
Value $496K Shares 9,600 Est. Cost $52.22 Unrealized -0.9%
DUK DUKE ENERGY CORP NEW 0.1%
Value $494K Shares 4,022 Est. Cost $66.48 Unrealized +66.3%
NVS NOVARTIS AG 0.1%
Value $491K Shares 4,445 Est. Cost $84.18 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value $490K Shares 9,974 Est. Cost $28.52 Unrealized
QCOM QUALCOMM INC 0.1%
Value $478K Shares 3,417 Est. Cost $122.10 Unrealized +30.8%
MMM 3M CO 0.1%
Value $474K Shares 3,431 Est. Cost $133.92 Unrealized +8.0%
KR KROGER CO 0.1%
Value $473K Shares 6,486 Est. Cost $33.66 Unrealized +85.0%
T AT&T INC 0.1%
Value $470K Shares 16,686 Est. Cost $15.52 Unrealized +56.9%
TJX TJX COS INC NEW 0.1%
Value $462K Shares 3,595 Est. Cost $68.88 Unrealized +74.3%
ETN EATON CORP PLC 0.1%
Value $461K Shares 1,547 Est. Cost $149.63 Unrealized +106.2%
VO VANGUARD INDEX FDS 0.1%
Value $456K Shares 1,761 Est. Cost $258.88 Unrealized
MEM MATTHEWS ASIA FDS 0.1%
Value $438K Shares 14,436 Est. Cost $26.88 Unrealized
NJR NEW JERSEY RES CORP 0.1%
Value $433K Shares 8,880 Est. Cost $41.19 Unrealized +10.8%
AMGN AMGEN INC 0.1%
Value $430K Shares 1,589 Est. Cost $166.98 Unrealized +72.0%
IJT ISHARES TR 0.1%
Value $426K Shares 3,446 Est. Cost $142.16 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value $425K Shares 2,427 Est. Cost $115.15 Unrealized +40.8%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value $415K Shares 3,867 Est. Cost $66.62 Unrealized +47.8%
UNILEVER PLC 0.1%
Value $415K Shares 6,490 Est. Cost $47.53 Unrealized
DHR DANAHER CORPORATION 0.1%
Value $405K Shares 2,132 Est. Cost $83.14 Unrealized +161.0%
NKE NIKE INC 0.1%
Value $401K Shares 7,031 Est. Cost $97.73 Unrealized -26.3%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value $400K Shares 6,286 Est. Cost $50.94 Unrealized
BSTP INNOVATOR ETFS TRUST 0.1%
Value $398K Shares 12,319 Est. Cost $25.31 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.1%
Value $375K Shares 5,634 Est. Cost $66.61 Unrealized
SO SOUTHERN CO 0.1%
Value $372K Shares 4,080 Est. Cost $41.35 Unrealized +103.4%
DD DUPONT DE NEMOURS INC 0.1%
Value $372K Shares 5,716 Est. Cost $25.59 Unrealized +24.7%
CRM SALESFORCE INC 0.1%
Value $370K Shares 1,354 Est. Cost $193.11 Unrealized +60.0%
IJR ISHARES TR 0.1%
Value $370K Shares 3,640 Est. Cost $117.09 Unrealized
EEM ISHARES TR 0.1%
Value $368K Shares 8,153 Est. Cost $40.59 Unrealized
UJUL INNOVATOR ETFS TRUST 0.1%
Value $367K Shares 10,960 Est. Cost $25.48 Unrealized
UNP UNION PAC CORP 0.1%
Value $366K Shares 1,715 Est. Cost $109.13 Unrealized +115.9%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value $365K Shares 687 Est. Cost $388.35 Unrealized
FE FIRSTENERGY CORP 0.1%
Value $362K Shares 8,388 Est. Cost $34.91 Unrealized +10.2%
MS MORGAN STANLEY 0.1%
Value $362K Shares 3,057 Est. Cost $64.93 Unrealized +93.9%
PMAR INNOVATOR ETFS TRUST 0.1%
Value $362K Shares 9,074 Est. Cost $25.62 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value $362K Shares 1,190 Est. Cost $159.01 Unrealized +119.8%
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value $358K Shares 4,421 Est. Cost $83.38 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value $356K Shares 2,068 Est. Cost $143.68 Unrealized
IUSV ISHARES TR 0.1%
Value $353K Shares 3,976 Est. Cost $57.28 Unrealized
UJAN INNOVATOR ETFS TRUST 0.1%
Value $353K Shares 9,221 Est. Cost $28.10 Unrealized
OKE ONEOK INC NEW 0.0%
Value $347K Shares 4,372 Est. Cost $57.97 Unrealized +63.8%
LKFN LAKELAND FINL CORP 0.0%
Value $345K Shares 5,800 Est. Cost $39.25 Unrealized +61.2%
PNW PINNACLE WEST CAP CORP 0.0%
Value $345K Shares 3,690 Est. Cost $63.41 Unrealized +36.2%
GWW GRAINGER W W INC 0.0%
Value $345K Shares 331 Est. Cost $621.54 Unrealized +65.1%
QQQ INVESCO QQQ TR 0.0%
Value $342K Shares 711 Est. Cost $431.56 Unrealized
BIV VANGUARD BD INDEX FDS 0.0%
Value $342K Shares 4,492 Est. Cost $80.82 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value $338K Shares 14,615 Est. Cost $44.18 Unrealized
DISCOVER FINL SVCS 0.0%
Value $336K Shares 1,786 Est. Cost $119.52 Unrealized
GE GE AEROSPACE 0.0%
Value $333K Shares 1,595 Est. Cost $90.83 Unrealized +115.5%
SHOP SHOPIFY INC 0.0%
Value $325K Shares 3,463 Est. Cost $66.33 Unrealized +64.3%
COO COOPER COS INC 0.0%
Value $322K Shares 4,000 Est. Cost $96.75 Unrealized -7.4%
NI NISOURCE INC 0.0%
Value $321K Shares 8,151 Est. Cost $23.70 Unrealized +58.9%
CLX CLOROX CO DEL 0.0%
Value $319K Shares 2,365 Est. Cost $129.80 Unrealized +14.0%
COP CONOCOPHILLIPS 0.0%
Value $310K Shares 3,542 Est. Cost $48.43 Unrealized +99.8%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $309K Shares 6,994 Est. Cost $35.24 Unrealized +12.3%
BJAN INNOVATOR ETFS TRUST 0.0%
Value $309K Shares 6,634 Est. Cost $33.76 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value $306K Shares 1,119 Est. Cost $206.07 Unrealized +29.4%
TMUS T-MOBILE US INC 0.0%
Value $305K Shares 1,201 Est. Cost $163.58 Unrealized +48.6%
MDLZ MONDELEZ INTL INC 0.0%
Value $304K Shares 4,505 Est. Cost $68.31 Unrealized -12.5%
ALL ALLSTATE CORP 0.0%
Value $303K Shares 1,498 Est. Cost $155.50 Unrealized +23.0%
DGRO ISHARES TR 0.0%
Value $297K Shares 4,937 Est. Cost $46.12 Unrealized
DE DEERE & CO 0.0%
Value $296K Shares 623 Est. Cost $152.58 Unrealized +202.5%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $296K Shares 3,002 Est. Cost $96.85 Unrealized +14.8%
ET ENERGY TRANSFER L P 0.0%
Value $292K Shares 18,496 Est. Cost $20.79 Unrealized
ABT ABBOTT LABS 0.0%
Value $284K Shares 2,135 Est. Cost $97.29 Unrealized +29.0%
GSK GSK PLC 0.0%
Value $284K Shares 7,562 Est. Cost $35.72 Unrealized
PAUG INNOVATOR ETFS TRUST 0.0%
Value $282K Shares 7,466 Est. Cost $29.56 Unrealized
IWB ISHARES TR 0.0%
Value $282K Shares 917 Est. Cost $216.65 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value $281K Shares 2,139 Est. Cost $121.99 Unrealized +2.4%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $279K Shares 5,861 Est. Cost $49.75 Unrealized +11.5%
CAG CONAGRA BRANDS INC 0.0%
Value $277K Shares 11,866 Est. Cost $28.45 Unrealized -14.3%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value $277K Shares 4,949 Est. Cost $70.19 Unrealized -2.0%
EMR EMERSON ELEC CO 0.0%
Value $276K Shares 2,570 Est. Cost $58.04 Unrealized +104.7%
LDUR PIMCO ETF TR 0.0%
Value $271K Shares 2,841 Est. Cost $93.26 Unrealized
DIHP DIMENSIONAL ETF TRUST 0.0%
Value $258K Shares 9,152 Est. Cost $24.16 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value $255K Shares 1,683 Est. Cost $114.81 Unrealized +9.7%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value $253K Shares 2,140 Est. Cost $103.29 Unrealized
BUFF INNOVATOR ETFS TRUST 0.0%
Value $252K Shares 5,712 Est. Cost $45.59 Unrealized
FDX FEDEX CORP 0.0%
Value $251K Shares 1,174 Est. Cost $182.96 Unrealized +38.6%
SCMB SCHWAB STRATEGIC TR 0.0%
Value $250K Shares 9,952 Est. Cost $37.51 Unrealized
TPIF TIMOTHY PLAN 0.0%
Value $245K Shares 7,998 Est. Cost $27.66 Unrealized
TIP ISHARES TR 0.0%
Value $243K Shares 2,220 Est. Cost $114.07 Unrealized
ENB ENBRIDGE INC 0.0%
Value $240K Shares 5,191 Est. Cost $35.52 Unrealized +16.5%
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value $239K Shares 1,943 Est. Cost $115.07 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value $238K Shares 2,535 Est. Cost $94.03 Unrealized
WSO WATSCO INC 0.0%
Value $237K Shares 500 Est. Cost $387.45 Unrealized +27.2%
CTVA CORTEVA INC 0.0%
Value $237K Shares 3,790 Est. Cost $50.60 Unrealized +21.1%
WWJD NORTHERN LTS FD TR IV 0.0%
Value $234K Shares 7,162 Est. Cost $32.69 Unrealized
PJUN INNOVATOR ETFS TRUST 0.0%
Value $232K Shares 6,294 Est. Cost $35.62 Unrealized
TTD THE TRADE DESK INC 0.0%
Value $231K Shares 4,159 Est. Cost $72.54 Unrealized +24.7%
CB CHUBB LIMITED 0.0%
Value $231K Shares 798 Est. Cost $271.11 Unrealized +1.9%
IRM IRON MTN INC DEL 0.0%
Value $228K Shares 2,352 Est. Cost $76.66 Unrealized +21.5%
THO THOR INDS INC 0.0%
Value $227K Shares 3,062 Est. Cost $115.39 Unrealized -20.3%
PDEC INNOVATOR ETFS TRUST 0.0%
Value $222K Shares 5,908 Est. Cost $30.03 Unrealized
IAU ISHARES GOLD TR 0.0%
Value $222K Shares 3,436 Est. Cost $64.57 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value $220K Shares 4,321 Est. Cost $53.71 Unrealized +0.4%
GS GOLDMAN SACHS GROUP INC 0.0%
Value $218K Shares 397 Est. Cost $547.63 Unrealized +7.9%
CMCSA COMCAST CORP NEW 0.0%
Value $216K Shares 6,276 Est. Cost $30.89 Unrealized +13.4%
IHI ISHARES TR 0.0%
Value $212K Shares 3,534 Est. Cost $59.22 Unrealized
EVRG EVERGY INC 0.0%
Value $211K Shares 3,046 Est. Cost $59.13 Unrealized +6.8%
AXON AXON ENTERPRISE INC 0.0%
Value $211K Shares 350 Est. Cost $549.84 Unrealized +6.4%
RDVY FIRST TR EXCHANGE TRADED FD 0.0%
Value $207K Shares 3,575 Est. Cost $57.91 Unrealized
WAT WATERS CORP 0.0%
Value $203K Shares 600 Est. Cost $325.56 Unrealized +18.9%
UMAY INNOVATOR ETFS TRUST 0.0%
Value $202K Shares 6,017 Est. Cost $34.11 Unrealized
JIG J P MORGAN EXCHANGE TRADED F 0.0%
Value $202K Shares 3,026 Est. Cost $66.65 Unrealized
PLD PROLOGIS INC. 0.0%
Value $200K Shares 1,914 Est. Cost $111.99 Unrealized -0.1%
HBNC HORIZON BANCORP INC 0.0%
Value $193K Shares 12,937 Est. Cost $19.12 Unrealized -15.1%
F FORD MTR CO 0.0%
Value $168K Shares 16,113 Est. Cost $9.87 Unrealized -6.4%
EATON VANCE SR INCOME TR 0.0%
Value $67,585 Shares 11,962 Est. Cost $6.51 Unrealized
NOTV INOTIV INC 0.0%
Value $24,205 Shares 13,753 Est. Cost $1.69 Unrealized +116.9%
IRD OPUS GENETICS INC 0.0%
Value $13,982 Shares 15,000 Est. Cost $2.16 Unrealized -48.2%
RLMD RELMADA THERAPEUTICS INC 0.0%
Value $3,572 Shares 10,000 Est. Cost $2.76 Unrealized -88.0%