Bedel Financial Consulting, Inc. Diversified Active

Location: Indianapolis, IN

CIK: 0001730511 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 7, 2025

Total Value: $783M (100.0% shares, 0.0% debt)

Holdings (286)

LLY ELI LILLY & CO 32.0%
Value $251M Shares 328,481 Est. Cost $87.05 Unrealized +752.7%
DFAI DIMENSIONAL ETF TRUST 6.7%
Value $52.29M Shares 1,438,524 Est. Cost $28.45 Unrealized
VTEB VANGUARD MUN BD FDS 4.2%
Value $33.11M Shares 661,268 Est. Cost $49.86 Unrealized
AAPL APPLE INC 2.6%
Value $20.21M Shares 79,388 Est. Cost $95.48 Unrealized +136.3%
DFAE DIMENSIONAL ETF TRUST 2.6%
Value $19.99M Shares 634,028 Est. Cost $23.84 Unrealized
MSFT MICROSOFT CORP 2.2%
Value $17.57M Shares 33,932 Est. Cost $118.89 Unrealized +327.9%
EFG ISHARES TR 1.8%
Value $13.86M Shares 121,699 Est. Cost $83.77 Unrealized
AVDV AMERICAN CENTY ETF TR 1.7%
Value $13.51M Shares 151,732 Est. Cost $89.03 Unrealized
SPY SPDR S&P 500 ETF TR 1.6%
Value $12.92M Shares 19,395 Est. Cost $384.94 Unrealized
IMCG ISHARES TR 1.6%
Value $12.84M Shares 155,160 Est. Cost $63.44 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 1.6%
Value $12.62M Shares 287,390 Est. Cost $21.97 Unrealized
JPM JPMORGAN CHASE & CO. 1.3%
Value $9.898M Shares 31,379 Est. Cost $96.92 Unrealized +205.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.2%
Value $9.494M Shares 18,884 Est. Cost $224.17 Unrealized +116.1%
PAPR INNOVATOR ETFS TRUST 1.2%
Value $9.119M Shares 237,717 Est. Cost $25.77 Unrealized
TOTL SSGA ACTIVE ETF TR 1.1%
Value $8.439M Shares 208,014 Est. Cost $41.98 Unrealized
IVV ISHARES TR 1.0%
Value $7.629M Shares 11,398 Est. Cost $361.72 Unrealized
FYC FIRST TR EXCHANGE-TRADED ALP 0.9%
Value $6.679M Shares 73,630 Est. Cost $61.67 Unrealized
IMCV ISHARES TR 0.8%
Value $6.576M Shares 81,837 Est. Cost $65.54 Unrealized
FLV AMERICAN CENTY ETF TR 0.7%
Value $5.86M Shares 79,450 Est. Cost $61.19 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.7%
Value $5.279M Shares 7 Est. Cost $692527.00 Unrealized +5.0%
GOOGL ALPHABET INC 0.7%
Value $5.101M Shares 20,982 Est. Cost $113.40 Unrealized +84.5%
ISCF ISHARES TR 0.6%
Value $5.02M Shares 122,060 Est. Cost $30.20 Unrealized
PFFV GLOBAL X FDS 0.6%
Value $5.015M Shares 216,931 Est. Cost $22.46 Unrealized
NVDA NVIDIA CORPORATION 0.6%
Value $4.673M Shares 25,048 Est. Cost $100.60 Unrealized +73.2%
COWZ PACER FDS TR 0.6%
Value $4.575M Shares 79,607 Est. Cost $50.74 Unrealized
ORCL ORACLE CORP 0.6%
Value $4.492M Shares 15,972 Est. Cost $66.61 Unrealized +281.6%
VCSH VANGUARD SCOTTSDALE FDS 0.6%
Value $4.344M Shares 54,352 Est. Cost $75.01 Unrealized
IMCB ISHARES TR 0.5%
Value $4.178M Shares 50,302 Est. Cost $70.61 Unrealized
GOOG ALPHABET INC 0.5%
Value $4.018M Shares 16,500 Est. Cost $113.39 Unrealized +85.1%
DFIV DIMENSIONAL ETF TRUST 0.5%
Value $3.986M Shares 86,418 Est. Cost $30.58 Unrealized
QUAL ISHARES TR 0.5%
Value $3.708M Shares 19,066 Est. Cost $114.48 Unrealized
IWR ISHARES TR 0.5%
Value $3.543M Shares 36,693 Est. Cost $80.70 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.4%
Value $3.517M Shares 60,415 Est. Cost $50.75 Unrealized
VTI VANGUARD INDEX FDS 0.4%
Value $3.39M Shares 10,330 Est. Cost $191.36 Unrealized
AMZN AMAZON COM INC 0.4%
Value $3.125M Shares 14,234 Est. Cost $134.82 Unrealized +67.9%
CMI CUMMINS INC 0.4%
Value $3.016M Shares 7,141 Est. Cost $151.13 Unrealized +151.9%
ABBV ABBVIE INC 0.4%
Value $2.917M Shares 12,597 Est. Cost $82.84 Unrealized +143.8%
IWM ISHARES TR 0.4%
Value $2.91M Shares 12,029 Est. Cost $182.82 Unrealized
QGRO AMERICAN CENTY ETF TR 0.4%
Value $2.813M Shares 24,593 Est. Cost $65.63 Unrealized
IJUL INNOVATOR ETFS TRUST 0.3%
Value $2.69M Shares 82,306 Est. Cost $29.20 Unrealized
WMT WALMART INC 0.3%
Value $2.688M Shares 26,081 Est. Cost $49.04 Unrealized +102.3%
JNJ JOHNSON & JOHNSON 0.3%
Value $2.635M Shares 14,212 Est. Cost $124.94 Unrealized +35.7%
VNLA JANUS DETROIT STR TR 0.3%
Value $2.577M Shares 52,291 Est. Cost $50.02 Unrealized
VOO VANGUARD INDEX FDS 0.3%
Value $2.546M Shares 4,158 Est. Cost $370.69 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value $2.52M Shares 22,354 Est. Cost $57.62 Unrealized +90.4%
EFA ISHARES TR 0.3%
Value $2.469M Shares 26,439 Est. Cost $69.98 Unrealized
VTES VANGUARD WELLINGTON FD 0.3%
Value $2.305M Shares 22,614 Est. Cost $101.02 Unrealized
GSPY TIDAL TRUST I 0.3%
Value $2.272M Shares 62,055 Est. Cost $25.42 Unrealized
HD HOME DEPOT INC 0.3%
Value $2.257M Shares 5,571 Est. Cost $180.96 Unrealized +115.0%
IJH ISHARES TR 0.3%
Value $2.219M Shares 34,002 Est. Cost $86.43 Unrealized
META META PLATFORMS INC 0.3%
Value $2.211M Shares 3,011 Est. Cost $222.94 Unrealized +233.4%
VUG VANGUARD INDEX FDS 0.3%
Value $2.183M Shares 4,551 Est. Cost $173.87 Unrealized
MCD MCDONALDS CORP 0.3%
Value $2.074M Shares 6,824 Est. Cost $185.53 Unrealized +62.5%
CSCO CISCO SYS INC 0.3%
Value $2.071M Shares 30,272 Est. Cost $32.02 Unrealized +110.4%
IWF ISHARES TR 0.3%
Value $2.007M Shares 4,284 Est. Cost $188.29 Unrealized
FNX FIRST TR EXCHANGE-TRADED ALP 0.3%
Value $1.969M Shares 15,700 Est. Cost $65.69 Unrealized
AMAT APPLIED MATLS INC 0.2%
Value $1.907M Shares 9,315 Est. Cost $95.68 Unrealized +88.9%
GLD SPDR GOLD TR 0.2%
Value $1.905M Shares 5,360 Est. Cost $202.43 Unrealized
ACWX ISHARES TR 0.2%
Value $1.891M Shares 29,088 Est. Cost $47.60 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value $1.86M Shares 12,106 Est. Cost $89.65 Unrealized +72.8%
PEP PEPSICO INC 0.2%
Value $1.754M Shares 12,490 Est. Cost $101.04 Unrealized +39.0%
POCT INNOVATOR ETFS TRUST 0.2%
Value $1.69M Shares 39,213 Est. Cost $29.23 Unrealized
CALF PACER FDS TR 0.2%
Value $1.682M Shares 38,415 Est. Cost $38.39 Unrealized
SPSM SPDR SERIES TRUST 0.2%
Value $1.654M Shares 35,699 Est. Cost $39.77 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value $1.624M Shares 8,901 Est. Cost $71.36 Unrealized +127.1%
DIS DISNEY WALT CO 0.2%
Value $1.62M Shares 14,151 Est. Cost $103.44 Unrealized +13.1%
TSLA TESLA INC 0.2%
Value $1.599M Shares 3,597 Est. Cost $211.49 Unrealized +64.0%
ORLY OREILLY AUTOMOTIVE INC 0.2%
Value $1.593M Shares 14,775 Est. Cost $86.32 Unrealized +16.5%
TCHP T ROWE PRICE ETF INC 0.2%
Value $1.566M Shares 32,035 Est. Cost $27.27 Unrealized
KO COCA COLA CO 0.2%
Value $1.548M Shares 23,346 Est. Cost $46.44 Unrealized +46.2%
BUFB INNOVATOR ETFS TRUST 0.2%
Value $1.509M Shares 42,219 Est. Cost $27.55 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.2%
Value $1.474M Shares 14,766 Est. Cost $65.99 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.2%
Value $1.47M Shares 7,833 Est. Cost $98.12 Unrealized +72.3%
LOW LOWES COS INC 0.2%
Value $1.448M Shares 5,761 Est. Cost $97.09 Unrealized +151.5%
ISRG INTUITIVE SURGICAL INC 0.2%
Value $1.445M Shares 3,231 Est. Cost $270.92 Unrealized +77.1%
IWS ISHARES TR 0.2%
Value $1.443M Shares 10,335 Est. Cost $106.19 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value $1.443M Shares 4,344 Est. Cost $94.40 Unrealized +235.3%
BSX BOSTON SCIENTIFIC CORP 0.2%
Value $1.421M Shares 14,560 Est. Cost $36.52 Unrealized +183.6%
UOCT INNOVATOR ETFS TRUST 0.2%
Value $1.39M Shares 36,171 Est. Cost $23.43 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value $1.374M Shares 4,681 Est. Cost $103.60 Unrealized +187.5%
CVX CHEVRON CORP NEW 0.2%
Value $1.373M Shares 8,842 Est. Cost $90.10 Unrealized +69.0%
FDN FIRST TR EXCHANGE-TRADED FD 0.2%
Value $1.364M Shares 4,875 Est. Cost $109.86 Unrealized
HON HONEYWELL INTL INC 0.2%
Value $1.36M Shares 6,460 Est. Cost $138.28 Unrealized +49.8%
MINT PIMCO ETF TR 0.2%
Value $1.353M Shares 13,440 Est. Cost $100.96 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.2%
Value $1.328M Shares 76,879 Est. Cost $12.22 Unrealized +37.6%
VXUS VANGUARD STAR FDS 0.2%
Value $1.267M Shares 17,244 Est. Cost $57.78 Unrealized
PJUL INNOVATOR ETFS TRUST 0.2%
Value $1.26M Shares 27,641 Est. Cost $34.79 Unrealized
HELO J P MORGAN EXCHANGE TRADED F 0.2%
Value $1.242M Shares 19,101 Est. Cost $58.40 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.2%
Value $1.195M Shares 17,460 Est. Cost $54.94 Unrealized
AVGO BROADCOM INC 0.1%
Value $1.13M Shares 3,425 Est. Cost $158.83 Unrealized +92.5%
COST COSTCO WHSL CORP NEW 0.1%
Value $1.101M Shares 1,190 Est. Cost $449.31 Unrealized +112.9%
V VISA INC 0.1%
Value $1.057M Shares 3,096 Est. Cost $185.15 Unrealized +86.4%
VTV VANGUARD INDEX FDS 0.1%
Value $1.054M Shares 5,653 Est. Cost $146.77 Unrealized
RTX RTX CORPORATION 0.1%
Value $1.038M Shares 6,201 Est. Cost $74.94 Unrealized +105.9%
IWP ISHARES TR 0.1%
Value $1.037M Shares 7,283 Est. Cost $98.52 Unrealized
PSEP INNOVATOR ETFS TRUST 0.1%
Value $1.024M Shares 23,831 Est. Cost $31.10 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value $1.021M Shares 4,015 Est. Cost $212.67 Unrealized
INTC INTEL CORP 0.1%
Value $968K Shares 28,847 Est. Cost $39.35 Unrealized -38.4%
EXLS EXLSERVICE HOLDINGS INC 0.1%
Value $967K Shares 21,965 Est. Cost $25.83 Unrealized +67.6%
IWD ISHARES TR 0.1%
Value $967K Shares 4,749 Est. Cost $154.31 Unrealized
PJAN INNOVATOR ETFS TRUST 0.1%
Value $937K Shares 20,451 Est. Cost $29.75 Unrealized
PNOV INNOVATOR ETFS TRUST 0.1%
Value $934K Shares 22,750 Est. Cost $29.21 Unrealized
CAT CATERPILLAR INC 0.1%
Value $930K Shares 1,949 Est. Cost $171.51 Unrealized +148.0%
SCHB SCHWAB STRATEGIC TR 0.1%
Value $920K Shares 35,781 Est. Cost $35.57 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value $908K Shares 5,598 Est. Cost $78.10 Unrealized +111.5%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $903K Shares 3,200 Est. Cost $112.95 Unrealized +129.8%
PFE PFIZER INC 0.1%
Value $893K Shares 35,048 Est. Cost $28.02 Unrealized -13.8%
IUSG ISHARES TR 0.1%
Value $885K Shares 5,379 Est. Cost $60.80 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value $882K Shares 11,681 Est. Cost $58.53 Unrealized +23.4%
IBHF ISHARES TR 0.1%
Value $876K Shares 37,460 Est. Cost $23.14 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value $849K Shares 9,291 Est. Cost $88.08 Unrealized
IWO ISHARES TR 0.1%
Value $833K Shares 2,604 Est. Cost $209.81 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value $809K Shares 2,372 Est. Cost $184.42 Unrealized +70.1%
IWN ISHARES TR 0.1%
Value $803K Shares 4,540 Est. Cost $139.23 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value $792K Shares 30,064 Est. Cost $34.76 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value $785K Shares 10,685 Est. Cost $48.48 Unrealized
CTAS CINTAS CORP 0.1%
Value $782K Shares 3,812 Est. Cost $152.76 Unrealized +39.3%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value $761K Shares 12,702 Est. Cost $51.61 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value $756K Shares 2,900 Est. Cost $132.67 Unrealized +94.0%
ELV ELEVANCE HEALTH INC FORMERLY 0.1%
Value $727K Shares 2,251 Est. Cost $315.71 Unrealized -2.4%
VGT VANGUARD WORLD FD 0.1%
Value $727K Shares 974 Est. Cost $258.38 Unrealized
ISHARES TR 0.1%
Value $723K Shares 31,140 Est. Cost $23.23 Unrealized
BAC BANK AMERICA CORP 0.1%
Value $716K Shares 13,879 Est. Cost $29.09 Unrealized +66.2%
WFC WELLS FARGO CO NEW 0.1%
Value $708K Shares 8,452 Est. Cost $44.49 Unrealized +80.9%
PFEB INNOVATOR ETFS TRUST 0.1%
Value $704K Shares 17,736 Est. Cost $25.25 Unrealized
FFBC FIRST FINL BANCORP OH 0.1%
Value $692K Shares 27,412 Est. Cost $21.78 Unrealized +14.5%
VBR VANGUARD INDEX FDS 0.1%
Value $690K Shares 3,308 Est. Cost $137.24 Unrealized
DVY ISHARES TR 0.1%
Value $689K Shares 4,851 Est. Cost $103.97 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value $681K Shares 12,578 Est. Cost $42.75 Unrealized
MUNI PIMCO ETF TR 0.1%
Value $677K Shares 12,943 Est. Cost $51.38 Unrealized
SMMU PIMCO ETF TR 0.1%
Value $667K Shares 13,184 Est. Cost $49.29 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value $662K Shares 3,068 Est. Cost $149.82 Unrealized
DISV DIMENSIONAL ETF TRUST 0.1%
Value $660K Shares 18,482 Est. Cost $26.24 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value $648K Shares 2,319 Est. Cost $158.35 Unrealized
USB US BANCORP DEL 0.1%
Value $644K Shares 13,318 Est. Cost $39.34 Unrealized +17.8%
MO ALTRIA GROUP INC 0.1%
Value $631K Shares 9,551 Est. Cost $39.75 Unrealized +54.5%
CSX CSX CORP 0.1%
Value $630K Shares 17,730 Est. Cost $25.94 Unrealized +30.8%
SYK STRYKER CORPORATION 0.1%
Value $622K Shares 1,683 Est. Cost $148.79 Unrealized +158.4%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value $622K Shares 3,279 Est. Cost $137.05 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value $616K Shares 2,096 Est. Cost $263.24 Unrealized
NVS NOVARTIS AG 0.1%
Value $602K Shares 4,695 Est. Cost $86.53 Unrealized
MRK MERCK & CO INC 0.1%
Value $581K Shares 6,921 Est. Cost $67.06 Unrealized +20.8%
LLY ELI LILLY & CO 0.1%
Value $578K Shares 17,400 Est. Cost $87.05 Unrealized +752.7%
PWV INVESCO EXCHANGE TRADED FD T 0.1%
Value $576K Shares 8,832 Est. Cost $35.65 Unrealized
RMD RESMED INC 0.1%
Value $575K Shares 2,100 Est. Cost $192.34 Unrealized +41.5%
QCOM QUALCOMM INC 0.1%
Value $574K Shares 3,449 Est. Cost $122.10 Unrealized +28.7%
ETN EATON CORP PLC 0.1%
Value $568K Shares 1,518 Est. Cost $149.63 Unrealized +142.8%
NFLX NETFLIX INC 0.1%
Value $567K Shares 473 Est. Cost $46.47 Unrealized +162.6%
USEP INNOVATOR ETFS TRUST 0.1%
Value $564K Shares 14,593 Est. Cost $26.52 Unrealized
PMAY INNOVATOR ETFS TRUST 0.1%
Value $564K Shares 14,508 Est. Cost $28.91 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value $563K Shares 4,529 Est. Cost $93.39 Unrealized +35.8%
SBUX STARBUCKS CORP 0.1%
Value $557K Shares 6,589 Est. Cost $75.69 Unrealized +17.0%
SCHD SCHWAB STRATEGIC TR 0.1%
Value $555K Shares 20,326 Est. Cost $38.87 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value $539K Shares 10,010 Est. Cost $28.52 Unrealized
MMM 3M CO 0.1%
Value $529K Shares 3,411 Est. Cost $133.92 Unrealized +14.3%
MEM MATTHEWS ASIA FDS 0.1%
Value $523K Shares 14,436 Est. Cost $26.88 Unrealized
MPLX MPLX LP 0.1%
Value $519K Shares 10,394 Est. Cost $53.82 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $517K Shares 3,193 Est. Cost $101.68 Unrealized +58.7%
SHOP SHOPIFY INC 0.1%
Value $515K Shares 3,463 Est. Cost $66.33 Unrealized +104.4%
MA MASTERCARD INCORPORATED 0.1%
Value $508K Shares 893 Est. Cost $207.47 Unrealized +176.4%
TJX TJX COS INC NEW 0.1%
Value $505K Shares 3,492 Est. Cost $68.88 Unrealized +92.0%
MS MORGAN STANLEY 0.1%
Value $496K Shares 3,120 Est. Cost $66.57 Unrealized +120.0%
NKE NIKE INC 0.1%
Value $495K Shares 7,094 Est. Cost $97.27 Unrealized -24.1%
IJT ISHARES TR 0.1%
Value $488K Shares 3,446 Est. Cost $142.16 Unrealized
BALL BALL CORP 0.1%
Value $484K Shares 9,600 Est. Cost $52.22 Unrealized +2.8%
GE GE AEROSPACE 0.1%
Value $480K Shares 1,595 Est. Cost $90.83 Unrealized +200.2%
T AT&T INC 0.1%
Value $461K Shares 16,338 Est. Cost $15.52 Unrealized +80.8%
UNP UNION PAC CORP 0.1%
Value $461K Shares 1,950 Est. Cost $122.87 Unrealized +81.6%
AMGN AMGEN INC 0.1%
Value $453K Shares 1,606 Est. Cost $168.24 Unrealized +70.3%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value $450K Shares 6,299 Est. Cost $50.94 Unrealized
KR KROGER CO 0.1%
Value $437K Shares 6,486 Est. Cost $33.66 Unrealized +105.2%
EEM ISHARES TR 0.1%
Value $435K Shares 8,153 Est. Cost $40.59 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value $435K Shares 3,867 Est. Cost $66.62 Unrealized +62.4%
DUK DUKE ENERGY CORP NEW 0.1%
Value $431K Shares 3,485 Est. Cost $66.48 Unrealized +80.2%
NJR NEW JERSEY RES CORP 0.1%
Value $429K Shares 8,906 Est. Cost $41.19 Unrealized +11.0%
ADBE ADOBE INC 0.1%
Value $427K Shares 1,212 Est. Cost $457.33 Unrealized -21.6%
COF CAPITAL ONE FINL CORP 0.1%
Value $427K Shares 2,009 Est. Cost $185.05 Unrealized +17.7%
SCHA SCHWAB STRATEGIC TR 0.1%
Value $427K Shares 15,306 Est. Cost $43.45 Unrealized
IJR ISHARES TR 0.1%
Value $421K Shares 3,545 Est. Cost $117.09 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value $418K Shares 697 Est. Cost $433.98 Unrealized
UJUL INNOVATOR ETFS TRUST 0.1%
Value $418K Shares 10,960 Est. Cost $25.48 Unrealized
DHR DANAHER CORPORATION 0.1%
Value $418K Shares 2,106 Est. Cost $83.14 Unrealized +138.6%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value $416K Shares 2,472 Est. Cost $116.29 Unrealized +52.8%
SPHQ INVESCO EXCHANGE TRADED FD T 0.1%
Value $413K Shares 5,634 Est. Cost $66.61 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value $409K Shares 687 Est. Cost $388.35 Unrealized
PMAR INNOVATOR ETFS TRUST 0.1%
Value $398K Shares 9,074 Est. Cost $25.62 Unrealized
IUSV ISHARES TR 0.1%
Value $397K Shares 3,976 Est. Cost $57.28 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value $393K Shares 1,139 Est. Cost $352.58 Unrealized -15.2%
SO SOUTHERN CO 0.0%
Value $387K Shares 4,080 Est. Cost $41.35 Unrealized +123.0%
FE FIRSTENERGY CORP 0.0%
Value $385K Shares 8,405 Est. Cost $34.91 Unrealized +20.6%
UNILEVER PLC 0.0%
Value $385K Shares 6,490 Est. Cost $47.53 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value $376K Shares 4,476 Est. Cost $83.38 Unrealized
LKFN LAKELAND FINL CORP 0.0%
Value $372K Shares 5,800 Est. Cost $39.25 Unrealized +62.3%
CEG CONSTELLATION ENERGY CORP 0.0%
Value $369K Shares 1,122 Est. Cost $206.07 Unrealized +56.3%
BSTP INNOVATOR ETFS TRUST 0.0%
Value $366K Shares 10,059 Est. Cost $25.31 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value $365K Shares 4,685 Est. Cost $25.59 Unrealized +21.7%
UJAN INNOVATOR ETFS TRUST 0.0%
Value $363K Shares 8,624 Est. Cost $28.10 Unrealized
BLK BLACKROCK INC 0.0%
Value $357K Shares 306 Est. Cost $990.50 Unrealized +11.9%
BIV VANGUARD BD INDEX FDS 0.0%
Value $354K Shares 4,533 Est. Cost $80.82 Unrealized
BJAN INNOVATOR ETFS TRUST 0.0%
Value $340K Shares 6,420 Est. Cost $33.76 Unrealized
COP CONOCOPHILLIPS 0.0%
Value $340K Shares 3,597 Est. Cost $49.12 Unrealized +89.9%
EMR EMERSON ELEC CO 0.0%
Value $337K Shares 2,570 Est. Cost $58.04 Unrealized +133.4%
IWB ISHARES TR 0.0%
Value $335K Shares 917 Est. Cost $216.65 Unrealized
DGRO ISHARES TR 0.0%
Value $331K Shares 4,862 Est. Cost $46.12 Unrealized
PNW PINNACLE WEST CAP CORP 0.0%
Value $331K Shares 3,690 Est. Cost $63.41 Unrealized +40.0%
GSK GSK PLC 0.0%
Value $326K Shares 7,562 Est. Cost $35.72 Unrealized
ALL ALLSTATE CORP 0.0%
Value $322K Shares 1,499 Est. Cost $155.50 Unrealized +28.7%
CRM SALESFORCE INC 0.0%
Value $321K Shares 1,354 Est. Cost $193.11 Unrealized +30.2%
GWW GRAINGER W W INC 0.0%
Value $320K Shares 336 Est. Cost $627.18 Unrealized +59.6%
OKE ONEOK INC NEW 0.0%
Value $320K Shares 4,386 Est. Cost $57.97 Unrealized +29.5%
ET ENERGY TRANSFER L P 0.0%
Value $320K Shares 18,646 Est. Cost $20.79 Unrealized
THO THOR INDS INC 0.0%
Value $317K Shares 3,062 Est. Cost $115.39 Unrealized -13.6%
PAUG INNOVATOR ETFS TRUST 0.0%
Value $317K Shares 7,466 Est. Cost $29.56 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value $316K Shares 397 Est. Cost $547.63 Unrealized +34.2%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $308K Shares 6,999 Est. Cost $35.24 Unrealized +20.6%
STLD STEEL DYNAMICS INC 0.0%
Value $298K Shares 2,139 Est. Cost $121.99 Unrealized +6.9%
ACN ACCENTURE PLC IRELAND 0.0%
Value $297K Shares 1,204 Est. Cost $160.19 Unrealized +62.7%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value $295K Shares 2,140 Est. Cost $103.29 Unrealized
CLX CLOROX CO DEL 0.0%
Value $292K Shares 2,368 Est. Cost $129.80 Unrealized -5.8%
DE DEERE & CO 0.0%
Value $290K Shares 634 Est. Cost $158.43 Unrealized +209.1%
SGOV ISHARES TR 0.0%
Value $289K Shares 2,867 Est. Cost $100.69 Unrealized
TMUS T-MOBILE US INC 0.0%
Value $288K Shares 1,204 Est. Cost $163.58 Unrealized +46.9%
MDLZ MONDELEZ INTL INC 0.0%
Value $282K Shares 4,506 Est. Cost $68.31 Unrealized -7.2%
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value $280K Shares 1,961 Est. Cost $115.07 Unrealized
DIHP DIMENSIONAL ETF TRUST 0.0%
Value $279K Shares 9,179 Est. Cost $24.16 Unrealized
ABT ABBOTT LABS 0.0%
Value $278K Shares 2,072 Est. Cost $97.29 Unrealized +34.2%
FDX FEDEX CORP 0.0%
Value $277K Shares 1,176 Est. Cost $182.96 Unrealized +24.8%
IAU ISHARES GOLD TR 0.0%
Value $276K Shares 3,786 Est. Cost $64.37 Unrealized
COO COOPER COS INC 0.0%
Value $274K Shares 4,000 Est. Cost $96.75 Unrealized -26.8%
LDUR PIMCO ETF TR 0.0%
Value $273K Shares 2,841 Est. Cost $93.26 Unrealized
SCMB SCHWAB STRATEGIC TR 0.0%
Value $269K Shares 10,513 Est. Cost $36.85 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value $266K Shares 2,535 Est. Cost $94.03 Unrealized
BA BOEING CO 0.0%
Value $266K Shares 1,231 Est. Cost $195.09 Unrealized +15.6%
CAH CARDINAL HEALTH INC 0.0%
Value $264K Shares 1,683 Est. Cost $114.81 Unrealized +33.8%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $263K Shares 5,842 Est. Cost $49.75 Unrealized -8.5%
RING ISHARES INC 0.0%
Value $256K Shares 3,963 Est. Cost $64.72 Unrealized
CBXJ CALAMOS ETF TR 0.0%
Value $255K Shares 9,191 Est. Cost $26.49 Unrealized
TIP ISHARES TR 0.0%
Value $250K Shares 2,247 Est. Cost $114.07 Unrealized
CTVA CORTEVA INC 0.0%
Value $250K Shares 3,692 Est. Cost $50.60 Unrealized +42.6%
PDEC INNOVATOR ETFS TRUST 0.0%
Value $248K Shares 5,908 Est. Cost $30.03 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value $246K Shares 5,006 Est. Cost $70.19 Unrealized -23.0%
XLK SELECT SECTOR SPDR TR 0.0%
Value $244K Shares 865 Est. Cost $281.86 Unrealized
MTRN MATERION CORP 0.0%
Value $242K Shares 2,000 Est. Cost $105.00 Unrealized 0.0%
IRM IRON MTN INC DEL 0.0%
Value $241K Shares 2,364 Est. Cost $76.66 Unrealized +23.6%
RDVY FIRST TR EXCHANGE TRADED FD 0.0%
Value $240K Shares 3,575 Est. Cost $57.91 Unrealized
NI NISOURCE INC 0.0%
Value $240K Shares 5,540 Est. Cost $23.70 Unrealized +73.2%
BUFF INNOVATOR ETFS TRUST 0.0%
Value $239K Shares 4,883 Est. Cost $45.80 Unrealized
TPIF TIMOTHY PLAN 0.0%
Value $238K Shares 7,136 Est. Cost $27.66 Unrealized
IJS ISHARES TR 0.0%
Value $235K Shares 2,122 Est. Cost $99.49 Unrealized
WWJD NORTHERN LTS FD TR IV 0.0%
Value $234K Shares 6,644 Est. Cost $32.69 Unrealized
EVRG EVERGY INC 0.0%
Value $234K Shares 3,076 Est. Cost $59.13 Unrealized +18.8%
XLY SELECT SECTOR SPDR TR 0.0%
Value $233K Shares 972 Est. Cost $217.70 Unrealized
JIG J P MORGAN EXCHANGE TRADED F 0.0%
Value $232K Shares 3,084 Est. Cost $66.81 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value $230K Shares 2,883 Est. Cost $77.51 Unrealized
IXUS ISHARES TR 0.0%
Value $229K Shares 2,767 Est. Cost $77.31 Unrealized
ELCV STRATEGY SHS 0.0%
Value $228K Shares 8,526 Est. Cost $26.74 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value $227K Shares 3,993 Est. Cost $53.71 Unrealized +9.0%
BIBL NORTHERN LTS FD TR IV 0.0%
Value $227K Shares 5,102 Est. Cost $41.33 Unrealized
ENB ENBRIDGE INC 0.0%
Value $220K Shares 4,359 Est. Cost $35.52 Unrealized +29.8%
IBD NORTHERN LTS FD TR IV 0.0%
Value $219K Shares 9,071 Est. Cost $24.02 Unrealized
CB CHUBB LIMITED 0.0%
Value $218K Shares 773 Est. Cost $271.11 Unrealized +1.5%
CAG CONAGRA BRANDS INC 0.0%
Value $217K Shares 11,866 Est. Cost $28.45 Unrealized -34.4%
GDX VANECK ETF TRUST 0.0%
Value $217K Shares 2,842 Est. Cost $76.40 Unrealized
C CITIGROUP INC 0.0%
Value $217K Shares 2,136 Est. Cost $94.11 Unrealized 0.0%
AXON AXON ENTERPRISE INC 0.0%
Value $216K Shares 301 Est. Cost $549.84 Unrealized +38.0%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value $215K Shares 439 Est. Cost $454.77 Unrealized 0.0%
QBTS D-WAVE QUANTUM INC 0.0%
Value $215K Shares 8,695 Est. Cost $18.22 Unrealized 0.0%
DUHP DIMENSIONAL ETF TRUST 0.0%
Value $214K Shares 5,666 Est. Cost $35.56 Unrealized
IYW ISHARES TR 0.0%
Value $214K Shares 1,091 Est. Cost $195.86 Unrealized
MDT MEDTRONIC PLC 0.0%
Value $212K Shares 2,230 Est. Cost $91.27 Unrealized 0.0%
IHI ISHARES TR 0.0%
Value $212K Shares 3,534 Est. Cost $59.22 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value $211K Shares 424 Est. Cost $448.15 Unrealized 0.0%
XLI SELECT SECTOR SPDR TR 0.0%
Value $209K Shares 1,358 Est. Cost $154.23 Unrealized
PLD PROLOGIS INC. 0.0%
Value $209K Shares 1,827 Est. Cost $111.99 Unrealized -3.3%
HBNC HORIZON BANCORP INC 0.0%
Value $207K Shares 12,937 Est. Cost $19.12 Unrealized -16.2%
EJAN INNOVATOR ETFS TRUST 0.0%
Value $207K Shares 6,224 Est. Cost $33.21 Unrealized
GEV GE VERNOVA INC 0.0%
Value $206K Shares 335 Est. Cost $605.52 Unrealized 0.0%
WELL WELLTOWER INC 0.0%
Value $205K Shares 1,153 Est. Cost $163.41 Unrealized 0.0%
UMAY INNOVATOR ETFS TRUST 0.0%
Value $205K Shares 5,722 Est. Cost $35.87 Unrealized
TTD THE TRADE DESK INC 0.0%
Value $204K Shares 4,159 Est. Cost $72.54 Unrealized -12.5%
KE KIMBALL ELECTRONICS INC 0.0%
Value $202K Shares 6,777 Est. Cost $24.66 Unrealized 0.0%
WSO WATSCO INC 0.0%
Value $202K Shares 500 Est. Cost $387.45 Unrealized +10.4%
EATON VANCE SR INCOME TR 0.0%
Value $65,552 Shares 11,962 Est. Cost $6.51 Unrealized
IRD OPUS GENETICS INC 0.0%
Value $24,750 Shares 15,000 Est. Cost $2.16 Unrealized -42.4%
RLMD RELMADA THERAPEUTICS INC 0.0%
Value $20,100 Shares 10,000 Est. Cost $2.76 Unrealized -65.3%
NOTV INOTIV INC 0.0%
Value $19,942 Shares 13,753 Est. Cost $1.69 Unrealized +5.5%