NICOLET ADVISORY SERVICES, LLC Diversified Active

CIK: 0001775863 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 9, 2023

Total Value ($000): $756,525 (100.0% shares, 0.0% debt)

Holdings (241)

SPYV SPDR SER TR 18.1%
Value ($000) $137,124 Shares 3,360,053 Est. Cost $30.92 Unrealized
SPYG SPDR SER TR 13.1%
Value ($000) $99,479 Shares 1,923,413 Est. Cost $40.48 Unrealized
BND VANGUARD BD INDEX FDS 11.2%
Value ($000) $84,515 Shares 1,147,522 Est. Cost $83.23 Unrealized
ITOT ISHARES TR 3.9%
Value ($000) $29,846 Shares 339,699 Est. Cost $72.13 Unrealized
VEA VANGUARD TAX-MANAGED FDS 3.9%
Value ($000) $29,467 Shares 667,435 Est. Cost $40.89 Unrealized
VO VANGUARD INDEX FDS 2.6%
Value ($000) $19,632 Shares 92,022 Est. Cost $175.19 Unrealized
VTEB VANGUARD MUN BD FDS 2.1%
Value ($000) $15,816 Shares 314,251 Est. Cost $50.33 Unrealized
PG PROCTER AND GAMBLE CO 2.0%
Value ($000) $14,980 Shares 99,431 Est. Cost $96.28 Unrealized +34.8%
BSV VANGUARD BD INDEX FDS 1.8%
Value ($000) $13,612 Shares 179,346 Est. Cost $82.44 Unrealized
AAPL APPLE INC 1.7%
Value ($000) $12,808 Shares 95,945 Est. Cost $100.71 Unrealized +39.7%
JPMORGAN CHASE & CO 1.6%
Value ($000) $11,954 Shares 528,935 Est. Cost $13.93 Unrealized
WEC WEC ENERGY GROUP INC 1.4%
Value ($000) $10,662 Shares 108,578 Est. Cost $69.17 Unrealized +19.6%
VTV VANGUARD INDEX FDS 1.2%
Value ($000) $8,979 Shares 62,376 Est. Cost $114.85 Unrealized
VUG VANGUARD INDEX FDS 1.1%
Value ($000) $8,493 Shares 38,193 Est. Cost $159.52 Unrealized
AMLP ALPS ETF TR 1.1%
Value ($000) $8,480 Shares 213,161 Est. Cost $24.84 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $7,595 Shares 23,707 Est. Cost $279.76 Unrealized +6.2%
IEMG ISHARES INC 1.0%
Value ($000) $7,207 Shares 143,594 Est. Cost $48.56 Unrealized
VB VANGUARD INDEX FDS 0.9%
Value ($000) $7,178 Shares 37,211 Est. Cost $165.95 Unrealized
BBHY J P MORGAN EXCHANGE TRADED F 0.8%
Value ($000) $5,998 Shares 132,295 Est. Cost $50.54 Unrealized
IVV ISHARES TR 0.8%
Value ($000) $5,867 Shares 14,770 Est. Cost $350.20 Unrealized
JPM JPMORGAN CHASE & CO 0.8%
Value ($000) $5,841 Shares 41,834 Est. Cost $92.81 Unrealized +26.8%
HYG ISHARES TR 0.8%
Value ($000) $5,828 Shares 76,471 Est. Cost $82.40 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.7%
Value ($000) $5,581 Shares 96,004 Est. Cost $58.13 Unrealized
IGF ISHARES TR 0.7%
Value ($000) $5,468 Shares 114,025 Est. Cost $38.57 Unrealized
MSFT MICROSOFT CORP 0.7%
Value ($000) $5,449 Shares 23,114 Est. Cost $186.31 Unrealized +25.6%
SPDW SPDR INDEX SHS FDS 0.6%
Value ($000) $4,834 Shares 154,745 Est. Cost $29.25 Unrealized
SPAB SPDR SER TR 0.6%
Value ($000) $4,817 Shares 187,003 Est. Cost $28.62 Unrealized
JNK SPDR SER TR 0.6%
Value ($000) $4,766 Shares 51,043 Est. Cost $106.17 Unrealized
KO COCA COLA CO 0.6%
Value ($000) $4,713 Shares 76,008 Est. Cost $45.72 Unrealized +20.1%
BBAG J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $4,513 Shares 96,174 Est. Cost $47.92 Unrealized
MUB ISHARES TR 0.6%
Value ($000) $4,506 Shares 42,002 Est. Cost $107.08 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.6%
Value ($000) $4,428 Shares 175,487 Est. Cost $23.92 Unrealized
OSK OSHKOSH CORP 0.5%
Value ($000) $4,102 Shares 43,755 Est. Cost $78.15 Unrealized +3.6%
GUNR FLEXSHARES TR 0.5%
Value ($000) $4,024 Shares 89,510 Est. Cost $32.26 Unrealized
PEP PEPSICO INC 0.5%
Value ($000) $3,646 Shares 20,479 Est. Cost $134.97 Unrealized +19.2%
ASB ASSOCIATED BANC CORP 0.4%
Value ($000) $3,336 Shares 143,483 Est. Cost $15.98 Unrealized +27.0%
SHM SPDR SER TR 0.4%
Value ($000) $3,231 Shares 68,130 Est. Cost $48.45 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $3,219 Shares 28,907 Est. Cost $53.00 Unrealized +81.7%
AMZN AMAZON COM INC 0.4%
Value ($000) $3,153 Shares 33,156 Est. Cost $119.65 Unrealized -17.4%
SPMD SPDR SER TR 0.4%
Value ($000) $3,026 Shares 67,888 Est. Cost $33.65 Unrealized
VOO VANGUARD INDEX FDS 0.4%
Value ($000) $2,843 Shares 7,823 Est. Cost $373.99 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $2,781 Shares 17,806 Est. Cost $113.38 Unrealized
SPTM SPDR SER TR 0.4%
Value ($000) $2,701 Shares 55,144 Est. Cost $35.40 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $2,547 Shares 7,740 Est. Cost $255.93 Unrealized +9.9%
SCZ ISHARES TR 0.3%
Value ($000) $2,337 Shares 39,739 Est. Cost $52.62 Unrealized
ABT ABBOTT LABS 0.3%
Value ($000) $2,282 Shares 20,165 Est. Cost $91.70 Unrealized +6.5%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $2,202 Shares 5,567 Est. Cost $381.85 Unrealized
SPSB SPDR SER TR 0.3%
Value ($000) $2,135 Shares 72,266 Est. Cost $30.58 Unrealized
BFC BANK FIRST CORP 0.2%
Value ($000) $1,815 Shares 20,945 Est. Cost $66.72 Unrealized +22.9%
VGIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $1,769 Shares 29,668 Est. Cost $59.61 Unrealized
GII SPDR INDEX SHS FDS 0.2%
Value ($000) $1,755 Shares 32,065 Est. Cost $52.79 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $1,666 Shares 18,203 Est. Cost $105.08 Unrealized -10.2%
VOT VANGUARD INDEX FDS 0.2%
Value ($000) $1,651 Shares 8,810 Est. Cost $155.74 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,611 Shares 9,210 Est. Cost $128.09 Unrealized +22.6%
GOOG ALPHABET INC 0.2%
Value ($000) $1,609 Shares 17,444 Est. Cost $104.77 Unrealized -9.6%
WMT WALMART INC 0.2%
Value ($000) $1,607 Shares 10,994 Est. Cost $36.47 Unrealized +25.2%
REET ISHARES TR 0.2%
Value ($000) $1,599 Shares 67,164 Est. Cost $20.91 Unrealized
MGK VANGUARD WORLD FD 0.2%
Value ($000) $1,589 Shares 8,849 Est. Cost $127.02 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.2%
Value ($000) $1,518 Shares 21,855 Est. Cost $96.16 Unrealized -31.9%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $1,492 Shares 10,947 Est. Cost $101.79 Unrealized +10.7%
TFI SPDR SER TR 0.2%
Value ($000) $1,399 Shares 30,139 Est. Cost $49.38 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $1,338 Shares 28,194 Est. Cost $31.08 Unrealized +29.3%
MRK MERCK & CO INC 0.2%
Value ($000) $1,322 Shares 11,906 Est. Cost $67.56 Unrealized +37.4%
ABBV ABBVIE INC 0.2%
Value ($000) $1,299 Shares 8,265 Est. Cost $96.29 Unrealized +42.5%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,284 Shares 2,602 Est. Cost $485.61 Unrealized +3.0%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $1,256 Shares 6,337 Est. Cost $174.32 Unrealized
AOA ISHARES TR 0.2%
Value ($000) $1,253 Shares 20,154 Est. Cost $56.52 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $1,195 Shares 10,777 Est. Cost $94.65 Unrealized
HUM HUMANA INC 0.2%
Value ($000) $1,175 Shares 2,383 Est. Cost $394.97 Unrealized +28.6%
SJNK SPDR SER TR 0.2%
Value ($000) $1,169 Shares 46,999 Est. Cost $27.18 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $1,055 Shares 6,022 Est. Cost $107.33 Unrealized +42.8%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $1,026 Shares 7,062 Est. Cost $101.55 Unrealized +21.2%
META META PLATFORMS INC 0.1%
Value ($000) $1,021 Shares 7,683 Est. Cost $164.52 Unrealized -29.1%
MCD MCDONALDS CORP 0.1%
Value ($000) $1,019 Shares 3,790 Est. Cost $195.90 Unrealized +25.2%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $1,016 Shares 10,205 Est. Cost $86.90 Unrealized +0.9%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1,004 Shares 1,724 Est. Cost $295.83 Unrealized +77.5%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $979 Shares 2,590 Est. Cost $325.55 Unrealized -0.7%
BAC BANK AMERICA CORP 0.1%
Value ($000) $972 Shares 28,282 Est. Cost $27.00 Unrealized +17.4%
T AT&T INC 0.1%
Value ($000) $971 Shares 50,025 Est. Cost $15.21 Unrealized -0.7%
DIS DISNEY WALT CO 0.1%
Value ($000) $956 Shares 9,927 Est. Cost $116.77 Unrealized -20.0%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $953 Shares 11,210 Est. Cost $68.79 Unrealized +7.3%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $946 Shares 22,712 Est. Cost $41.86 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $938 Shares 4,233 Est. Cost $168.03 Unrealized
BMO BANK MONTREAL QUE 0.1%
Value ($000) $897 Shares 9,338 Est. Cost $65.36 Unrealized +23.9%
DE DEERE & CO 0.1%
Value ($000) $895 Shares 2,064 Est. Cost $241.40 Unrealized +61.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $862 Shares 8,442 Est. Cost $66.25 Unrealized +22.7%
NKE NIKE INC 0.1%
Value ($000) $861 Shares 6,733 Est. Cost $100.39 Unrealized -5.1%
TJX TJX COS INC NEW 0.1%
Value ($000) $860 Shares 10,453 Est. Cost $70.72 Unrealized 0.0%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $858 Shares 5,361 Est. Cost $18.26 Unrealized -19.8%
CSCO CISCO SYS INC 0.1%
Value ($000) $829 Shares 16,852 Est. Cost $40.46 Unrealized +2.5%
FLTB FIDELITY MERRIMACK STR TR 0.1%
Value ($000) $815 Shares 16,831 Est. Cost $52.86 Unrealized
BA BOEING CO 0.1%
Value ($000) $806 Shares 3,875 Est. Cost $227.23 Unrealized -28.0%
AOR ISHARES TR 0.1%
Value ($000) $796 Shares 16,197 Est. Cost $45.26 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $791 Shares 9,033 Est. Cost $87.62 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $788 Shares 3,714 Est. Cost $171.57 Unrealized +4.2%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $784 Shares 11,604 Est. Cost $51.98 Unrealized +11.6%
ORCL ORACLE CORP 0.1%
Value ($000) $783 Shares 8,839 Est. Cost $48.37 Unrealized +51.3%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $757 Shares 16,760 Est. Cost $17.13 Unrealized +126.9%
USB US BANCORP DEL 0.1%
Value ($000) $749 Shares 15,905 Est. Cost $37.51 Unrealized -2.1%
AOM ISHARES TR 0.1%
Value ($000) $732 Shares 18,638 Est. Cost $39.60 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $726 Shares 5,894 Est. Cost $214.82 Unrealized -11.9%
GNR SPDR INDEX SHS FDS 0.1%
Value ($000) $702 Shares 11,809 Est. Cost $46.20 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $701 Shares 3,309 Est. Cost $182.55 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $695 Shares 1,928 Est. Cost $195.01 Unrealized +77.3%
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $666 Shares 18,961 Est. Cost $35.76 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $651 Shares 4,141 Est. Cost $136.59 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $648 Shares 17,072 Est. Cost $36.07 Unrealized -16.7%
AMGN AMGEN INC 0.1%
Value ($000) $645 Shares 2,364 Est. Cost $168.60 Unrealized +44.0%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $627 Shares 11,131 Est. Cost $28.57 Unrealized +61.3%
COP CONOCOPHILLIPS 0.1%
Value ($000) $626 Shares 5,292 Est. Cost $76.30 Unrealized +43.4%
SHY ISHARES TR 0.1%
Value ($000) $625 Shares 7,654 Est. Cost $81.60 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $623 Shares 6,936 Est. Cost $80.43 Unrealized +6.8%
SBUX STARBUCKS CORP 0.1%
Value ($000) $618 Shares 5,810 Est. Cost $85.60 Unrealized +2.3%
PLXS PLEXUS CORP 0.1%
Value ($000) $614 Shares 5,577 Est. Cost $57.74 Unrealized +75.0%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $605 Shares 1,249 Est. Cost $466.74 Unrealized +0.4%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $585 Shares 3,211 Est. Cost $154.86 Unrealized -4.4%
SUB ISHARES TR 0.1%
Value ($000) $582 Shares 5,558 Est. Cost $104.73 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $573 Shares 6,404 Est. Cost $81.52 Unrealized -5.8%
MO ALTRIA GROUP INC 0.1%
Value ($000) $569 Shares 12,408 Est. Cost $30.11 Unrealized +16.4%
GWX SPDR INDEX SHS FDS 0.1%
Value ($000) $543 Shares 17,753 Est. Cost $30.25 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $525 Shares 17,585 Est. Cost $43.70 Unrealized -39.0%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $510 Shares 2,235 Est. Cost $213.38 Unrealized -12.5%
TIP ISHARES TR 0.1%
Value ($000) $507 Shares 4,689 Est. Cost $113.60 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $504 Shares 2,028 Est. Cost $199.21 Unrealized +14.9%
IDXX IDEXX LABS INC 0.1%
Value ($000) $503 Shares 1,086 Est. Cost $435.68 Unrealized -10.9%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $496 Shares 11,597 Est. Cost $38.87 Unrealized +5.0%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $494 Shares 9,335 Est. Cost $50.51 Unrealized
V VISA INC 0.1%
Value ($000) $492 Shares 2,213 Est. Cost $196.98 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $486 Shares 11,801 Est. Cost $38.25 Unrealized -19.6%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $484 Shares 1,890 Est. Cost $238.98 Unrealized -7.8%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $469 Shares 1,013 Est. Cost $306.34 Unrealized +39.2%
VDC VANGUARD WORLD FDS 0.1%
Value ($000) $456 Shares 2,358 Est. Cost $172.18 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $454 Shares 3,287 Est. Cost $106.90 Unrealized +13.6%
CRM SALESFORCE INC 0.1%
Value ($000) $451 Shares 3,110 Est. Cost $182.01 Unrealized -20.8%
CAT CATERPILLAR INC 0.1%
Value ($000) $448 Shares 1,786 Est. Cost $132.03 Unrealized +56.5%
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $447 Shares 3,146 Est. Cost $125.33 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $442 Shares 6,148 Est. Cost $60.21 Unrealized +8.3%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $437 Shares 4,021 Est. Cost $104.38 Unrealized -8.5%
DFAX DIMENSIONAL ETF TRUST 0.1%
Value ($000) $435 Shares 19,147 Est. Cost $21.24 Unrealized
AOK ISHARES TR 0.1%
Value ($000) $433 Shares 12,495 Est. Cost $36.15 Unrealized
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $426 Shares 7,608 Est. Cost $38.51 Unrealized +24.8%
BLACKROCK INC 0.1%
Value ($000) $425 Shares 563 Est. Cost $755.66 Unrealized
SPYM SPDR SER TR 0.1%
Value ($000) $424 Shares 9,118 Est. Cost $36.50 Unrealized
EATON VANCE TAX-MANAGED DIVE 0.1%
Value ($000) $424 Shares 36,743 Est. Cost $10.83 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $422 Shares 4,165 Est. Cost $91.37 Unrealized 0.0%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $419 Shares 2,518 Est. Cost $151.40 Unrealized
INVESCO QQQ TR 0.1%
Value ($000) $411 Shares 1,480 Est. Cost $295.05 Unrealized
DISCOVER FINL SVCS 0.1%
Value ($000) $411 Shares 3,836 Est. Cost $115.99 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $406 Shares 8,954 Est. Cost $29.03 Unrealized +15.3%
TDTF FLEXSHARES TR 0.1%
Value ($000) $405 Shares 16,921 Est. Cost $26.54 Unrealized
EOG EOG RES INC 0.1%
Value ($000) $397 Shares 3,128 Est. Cost $102.12 Unrealized +15.4%
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $397 Shares 1,505 Est. Cost $230.86 Unrealized -8.6%
ETN EATON CORP PLC 0.1%
Value ($000) $395 Shares 2,409 Est. Cost $146.94 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $387 Shares 2,336 Est. Cost $106.57 Unrealized +30.7%
BIL SPDR SER TR 0.0%
Value ($000) $369 Shares 4,029 Est. Cost $91.48 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $362 Shares 2,991 Est. Cost $59.66 Unrealized +67.9%
SPYD SPDR SER TR 0.0%
Value ($000) $358 Shares 8,628 Est. Cost $39.67 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $353 Shares 2,079 Est. Cost $147.75 Unrealized 0.0%
DHR DANAHER CORPORATION 0.0%
Value ($000) $353 Shares 1,289 Est. Cost $231.26 Unrealized -1.4%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $351 Shares 2,822 Est. Cost $113.77 Unrealized -0.8%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $349 Shares 1,473 Est. Cost $233.12 Unrealized 0.0%
IWP ISHARES TR 0.0%
Value ($000) $348 Shares 3,992 Est. Cost $117.71 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $348 Shares 235 Est. Cost $29.88 Unrealized 0.0%
IEFA ISHARES TR 0.0%
Value ($000) $344 Shares 5,298 Est. Cost $64.85 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $341 Shares 589 Est. Cost $47.61 Unrealized 0.0%
RWO SPDR INDEX SHS FDS 0.0%
Value ($000) $340 Shares 7,922 Est. Cost $50.02 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $340 Shares 1,209 Est. Cost $264.08 Unrealized 0.0%
CTAS CINTAS CORP 0.0%
Value ($000) $339 Shares 747 Est. Cost $82.61 Unrealized +27.4%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $338 Shares 3,199 Est. Cost $68.67 Unrealized +23.5%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $334 Shares 4,007 Est. Cost $74.21 Unrealized 0.0%
CDW CDW CORP 0.0%
Value ($000) $333 Shares 1,747 Est. Cost $168.86 Unrealized 0.0%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $333 Shares 4,921 Est. Cost $57.70 Unrealized 0.0%
GWW GRAINGER W W INC 0.0%
Value ($000) $331 Shares 568 Est. Cost $445.54 Unrealized +23.1%
OSBC OLD SECOND BANCORP INC ILL 0.0%
Value ($000) $330 Shares 20,210 Est. Cost $12.79 Unrealized +19.3%
CSX CSX CORP 0.0%
Value ($000) $329 Shares 10,141 Est. Cost $32.89 Unrealized -12.6%
BIIB BIOGEN INC 0.0%
Value ($000) $329 Shares 1,153 Est. Cost $282.44 Unrealized 0.0%
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $326 Shares 1,800 Est. Cost $121.76 Unrealized +45.5%
LOW LOWES COS INC 0.0%
Value ($000) $317 Shares 1,520 Est. Cost $213.52 Unrealized -11.9%
AB ALLIANCEBERNSTEIN HLDG L P 0.0%
Value ($000) $316 Shares 8,180 Est. Cost $47.92 Unrealized
DBEF DBX ETF TR 0.0%
Value ($000) $305 Shares 9,000 Est. Cost $31.76 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $304 Shares 1,418 Est. Cost $153.72 Unrealized +23.7%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $302 Shares 3,682 Est. Cost $47.48 Unrealized +47.8%
VV VANGUARD INDEX FDS 0.0%
Value ($000) $292 Shares 1,619 Est. Cost $180.17 Unrealized
BP BP PLC 0.0%
Value ($000) $287 Shares 8,192 Est. Cost $31.09 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $287 Shares 2,939 Est. Cost $86.23 Unrealized -6.2%
STIP ISHARES TR 0.0%
Value ($000) $281 Shares 2,891 Est. Cost $99.79 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $280 Shares 6,038 Est. Cost $37.08 Unrealized 0.0%
AFL AFLAC INC 0.0%
Value ($000) $280 Shares 3,887 Est. Cost $55.26 Unrealized +13.1%
IJH ISHARES TR 0.0%
Value ($000) $278 Shares 1,095 Est. Cost $225.60 Unrealized
INTU INTUIT 0.0%
Value ($000) $274 Shares 692 Est. Cost $388.88 Unrealized 0.0%
SO SOUTHERN CO 0.0%
Value ($000) $268 Shares 3,748 Est. Cost $41.86 Unrealized +42.4%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $265 Shares 585 Est. Cost $403.95 Unrealized 0.0%
IJJ ISHARES TR 0.0%
Value ($000) $262 Shares 2,448 Est. Cost $102.06 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $261 Shares 5,360 Est. Cost $40.56 Unrealized 0.0%
DNP SELECT INCOME FD INC 0.0%
Value ($000) $258 Shares 22,452 Est. Cost $11.35 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $257 Shares 10,075 Est. Cost $23.62 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $254 Shares 6,585 Est. Cost $16.13 Unrealized +114.7%
TRAVELERS COMPANIES INC 0.0%
Value ($000) $250 Shares 1,304 Est. Cost $191.68 Unrealized
MAS MASCO CORP 0.0%
Value ($000) $249 Shares 4,816 Est. Cost $45.49 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $246 Shares 2,794 Est. Cost $57.07 Unrealized
FSK FS KKR CAP CORP 0.0%
Value ($000) $246 Shares 13,334 Est. Cost $11.35 Unrealized +1.1%
MTW MANITOWOC CO INC 0.0%
Value ($000) $243 Shares 21,222 Est. Cost $10.12 Unrealized -9.9%
SONY SONY GROUP CORPORATION 0.0%
Value ($000) $243 Shares 2,878 Est. Cost $84.29 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $242 Shares 2,200 Est. Cost $93.28 Unrealized 0.0%
VOOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $241 Shares 1,642 Est. Cost $93.28 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $239 Shares 1,335 Est. Cost $151.91 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $237 Shares 6,219 Est. Cost $38.93 Unrealized -17.2%
SLV ISHARES SILVER TR 0.0%
Value ($000) $237 Shares 10,975 Est. Cost $21.55 Unrealized
SNDR SCHNEIDER NATIONAL INC 0.0%
Value ($000) $234 Shares 9,423 Est. Cost $23.39 Unrealized 0.0%
IUSV ISHARES TR 0.0%
Value ($000) $234 Shares 3,154 Est. Cost $68.80 Unrealized
MGEE MGE ENERGY INC 0.0%
Value ($000) $232 Shares 3,229 Est. Cost $60.96 Unrealized +5.1%
FISV FISERV INC 0.0%
Value ($000) $232 Shares 2,286 Est. Cost $99.59 Unrealized 0.0%
F FORD MTR CO DEL 0.0%
Value ($000) $232 Shares 17,544 Est. Cost $7.18 Unrealized +40.2%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $231 Shares 3,080 Est. Cost $25.00 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $226 Shares 871 Est. Cost $243.83 Unrealized 0.0%
KRE SPDR SER TR 0.0%
Value ($000) $225 Shares 3,759 Est. Cost $66.10 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $225 Shares 101 Est. Cost $1867.55 Unrealized 0.0%
SPTS SPDR SER TR 0.0%
Value ($000) $222 Shares 7,643 Est. Cost $29.79 Unrealized
MMM 3M CO 0.0%
Value ($000) $220 Shares 1,706 Est. Cost $90.68 Unrealized 0.0%
FERG1GBX FERGUSON PLC NEW 0.0%
Value ($000) $220 Shares 1,607 Est. Cost $136.77 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $217 Shares 441 Est. Cost $495.16 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $213 Shares 258 Est. Cost $53.77 Unrealized 0.0%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $213 Shares 621 Est. Cost $319.83 Unrealized 0.0%
MDT MEDTRONIC PLC 0.0%
Value ($000) $212 Shares 2,641 Est. Cost $73.46 Unrealized 0.0%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $212 Shares 1,181 Est. Cost $170.48 Unrealized 0.0%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $209 Shares 2,748 Est. Cost $75.92 Unrealized
CRGY CRESCENT ENERGY COMPANY 0.0%
Value ($000) $207 Shares 16,920 Est. Cost $14.10 Unrealized -15.7%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $206 Shares 1,395 Est. Cost $148.81 Unrealized 0.0%
IVW ISHARES TR 0.0%
Value ($000) $202 Shares 3,389 Est. Cost $59.69 Unrealized
CDL VICTORY PORTFOLIOS II 0.0%
Value ($000) $201 Shares 3,277 Est. Cost $61.38 Unrealized
AUPH AURINIA PHARMACEUTICALS INC 0.0%
Value ($000) $152 Shares 18,297 Est. Cost $5.80 Unrealized 0.0%
PSLV SPROTT PHYSICAL SILVER TR 0.0%
Value ($000) $130 Shares 16,240 Est. Cost $8.27 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $86 Shares 17,496 Est. Cost $3.20 Unrealized
AMBP ARDAGH METAL PACKAGING S A 0.0%
Value ($000) $53 Shares 10,000 Est. Cost $4.65 Unrealized -28.2%
PBI PITNEY BOWES INC 0.0%
Value ($000) $52 Shares 10,860 Est. Cost $3.37 Unrealized 0.0%
AFIB ACUTUS MED INC 0.0%
Value ($000) $34 Shares 28,984 Est. Cost $0.83 Unrealized 0.0%
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $31 Shares 13,125 Est. Cost $2.34 Unrealized
WORKHORSE GROUP INC 0.0%
Value ($000) $21 Shares 11,200 Est. Cost $1.85 Unrealized
ALAUNOS THERAPEUTICS INC 0.0%
Value ($000) $16 Shares 21,500 Est. Cost $2.53 Unrealized
GENPREX INC 0.0%
Value ($000) $14 Shares 10,000 Est. Cost $3.33 Unrealized
REEDS INC 0.0%
Value ($000) $1 Shares 11,000 Est. Cost $0.09 Unrealized