CoreFirst Bank & Trust Diversified Active

CIK: 0001845199 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Dec 18, 2023

Total Value ($000): $140,802 (100.0% shares, 0.0% debt)

Holdings (394)

AAPL Apple Inc 7.1%
Value ($000) $9,947 Shares 58,100 Est. Cost $119.08 Unrealized +52.3%
CL Colgate Palmolive Co 6.7%
Value ($000) $9,421 Shares 132,489 Est. Cost $73.42 Unrealized -3.5%
AVDV Avantis Intl Small Cap Value 2.8%
Value ($000) $4,004 Shares 69,220 Est. Cost $57.24 Unrealized
VYM Vanguard High Dividend Yield Index 2.7%
Value ($000) $3,786 Shares 36,642 Est. Cost $104.85 Unrealized
MSFT Microsoft Corp 2.4%
Value ($000) $3,413 Shares 10,808 Est. Cost $207.86 Unrealized +56.2%
XOM Exxon Mobil Corp 2.4%
Value ($000) $3,311 Shares 28,157 Est. Cost $39.83 Unrealized +153.6%
IVLU IShares Edge MSCI Intl Value 2.3%
Value ($000) $3,251 Shares 128,191 Est. Cost $24.60 Unrealized
AVEM Avantis Emerging Markets Equity ETF 2.1%
Value ($000) $2,982 Shares 56,486 Est. Cost $52.02 Unrealized
JNJ Johnson & Johnson 2.0%
Value ($000) $2,822 Shares 18,119 Est. Cost $131.06 Unrealized +17.0%
VIG Vanguard Dividend Appreciation ETF 2.0%
Value ($000) $2,778 Shares 17,881 Est. Cost $152.81 Unrealized
CVX Chevron Corp 1.9%
Value ($000) $2,707 Shares 16,052 Est. Cost $69.68 Unrealized +109.2%
AVUV Avantis US Small Cap Value 1.8%
Value ($000) $2,571 Shares 32,985 Est. Cost $75.53 Unrealized
PG Procter & Gamble Co 1.8%
Value ($000) $2,475 Shares 16,970 Est. Cost $123.28 Unrealized +16.9%
MCD McDonalds Corp 1.6%
Value ($000) $2,242 Shares 8,510 Est. Cost $193.55 Unrealized +39.2%
LOW Lowes Cos Inc 1.4%
Value ($000) $1,940 Shares 9,336 Est. Cost $150.25 Unrealized +43.0%
VYMI Vanguard International High DVD Yield 1.3%
Value ($000) $1,893 Shares 30,585 Est. Cost $60.91 Unrealized
WMT Walmart Stores Inc 1.3%
Value ($000) $1,882 Shares 11,768 Est. Cost $44.90 Unrealized +15.4%
HD Home Depot Inc 1.3%
Value ($000) $1,814 Shares 6,003 Est. Cost $243.79 Unrealized +24.3%
SPY Spdr Trust Series 1 1.3%
Value ($000) $1,765 Shares 4,129 Est. Cost $382.15 Unrealized
IRM Iron Mountain Inc New 1.2%
Value ($000) $1,746 Shares 29,370 Est. Cost $22.27 Unrealized +152.9%
COP Conocophillips 1.1%
Value ($000) $1,617 Shares 13,501 Est. Cost $34.18 Unrealized +215.6%
JPM J P Morgan Chase & Co 1.1%
Value ($000) $1,568 Shares 10,814 Est. Cost $99.84 Unrealized +42.5%
PEP PepsiCo Inc 1.0%
Value ($000) $1,440 Shares 8,496 Est. Cost $123.62 Unrealized +35.2%
PFE Pfizer Inc 1.0%
Value ($000) $1,432 Shares 43,167 Est. Cost $28.82 Unrealized +6.1%
NSC Norfolk Southern Corp 1.0%
Value ($000) $1,368 Shares 6,949 Est. Cost $204.73 Unrealized +0.1%
MRK Merck & Co., Inc 0.9%
Value ($000) $1,290 Shares 12,529 Est. Cost $65.90 Unrealized +51.5%
UNH Unitedhealth Group Inc 0.9%
Value ($000) $1,226 Shares 2,432 Est. Cost $326.85 Unrealized +43.8%
KO Coca Cola Co 0.9%
Value ($000) $1,219 Shares 21,769 Est. Cost $45.60 Unrealized +22.2%
ETN Eaton Corp PLC 0.8%
Value ($000) $1,191 Shares 5,585 Est. Cost $103.87 Unrealized +101.9%
VIGI Vanguard International DVD Apprecation 0.8%
Value ($000) $1,178 Shares 16,519 Est. Cost $72.75 Unrealized
JEPI JP Morgan Equity Premium Income ETF 0.8%
Value ($000) $1,174 Shares 21,922 Est. Cost $54.46 Unrealized
CAT Caterpillar Inc 0.8%
Value ($000) $1,079 Shares 3,952 Est. Cost $156.81 Unrealized +66.7%
IJR Ishares S&P Smallcap 600 0.8%
Value ($000) $1,073 Shares 11,375 Est. Cost $97.29 Unrealized
NKE Nike Inc 0.7%
Value ($000) $1,041 Shares 10,888 Est. Cost $125.19 Unrealized -21.5%
RYLD Global X Russell 2000 Covered Call 0.7%
Value ($000) $958 Shares 56,174 Est. Cost $18.06 Unrealized
MPC Marathon Petroleum Corp 0.7%
Value ($000) $926 Shares 6,120 Est. Cost $31.29 Unrealized +323.9%
TXN Texas Instrs Inc 0.6%
Value ($000) $911 Shares 5,731 Est. Cost $135.97 Unrealized +16.9%
ABBV Abbvie Inc 0.6%
Value ($000) $897 Shares 6,020 Est. Cost $80.49 Unrealized +68.1%
V Visa Inc 0.6%
Value ($000) $885 Shares 3,848 Est. Cost $205.71 Unrealized +14.8%
ACN Accenture PLC Cl A 0.6%
Value ($000) $870 Shares 2,832 Est. Cost $232.26 Unrealized +31.0%
FISV Fiserv Inc 0.6%
Value ($000) $861 Shares 7,625 Est. Cost $110.23 Unrealized +11.7%
MLPX Global X MLP & Energy Infrastructure 0.6%
Value ($000) $852 Shares 20,100 Est. Cost $40.20 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 0.6%
Value ($000) $826 Shares 17,360 Est. Cost $48.57 Unrealized
GOOGL Alphabet Inc Cl A 0.6%
Value ($000) $822 Shares 6,280 Est. Cost $114.62 Unrealized +12.0%
MO Altria Group Inc 0.6%
Value ($000) $804 Shares 19,113 Est. Cost $27.41 Unrealized +32.9%
BMY Bristol Myers Squibb Co 0.5%
Value ($000) $755 Shares 13,007 Est. Cost $52.89 Unrealized +2.8%
BRK/B Berkshire Hathaway Inc Cl B 0.5%
Value ($000) $752 Shares 2,148 Est. Cost $230.23 Unrealized +54.1%
DHR Danaher Corp Del 0.5%
Value ($000) $752 Shares 3,032 Est. Cost $196.71 Unrealized +11.9%
GUNR FlexShare Global Upstream Nat Res ETF 0.5%
Value ($000) $733 Shares 18,121 Est. Cost $41.06 Unrealized
AMGN Amgen Inc 0.5%
Value ($000) $724 Shares 2,694 Est. Cost $200.26 Unrealized +15.8%
RSP Invesco S & P 500 Equal Weight 0.5%
Value ($000) $721 Shares 5,090 Est. Cost $141.69 Unrealized
IVV Ishares S&P 500 Index Fund 0.5%
Value ($000) $710 Shares 1,654 Est. Cost $435.07 Unrealized
DIS The Walt Disney Co 0.5%
Value ($000) $679 Shares 8,373 Est. Cost $141.51 Unrealized -41.0%
AMZN Amazon Com Inc 0.5%
Value ($000) $671 Shares 5,276 Est. Cost $128.04 Unrealized +4.7%
CI Cigna Group 0.5%
Value ($000) $667 Shares 2,330 Est. Cost $179.43 Unrealized +52.0%
IJH iShares S&P MidCap 400 0.5%
Value ($000) $655 Shares 2,628 Est. Cost $255.48 Unrealized
LLY Lilly Eli & Co 0.5%
Value ($000) $645 Shares 1,200 Est. Cost $169.36 Unrealized +199.2%
PM Philip Morris International 0.5%
Value ($000) $634 Shares 6,853 Est. Cost $60.35 Unrealized +42.8%
CSCO Cisco Sys Inc Com 0.4%
Value ($000) $625 Shares 11,631 Est. Cost $35.41 Unrealized +42.0%
IBM International Business Machines 0.4%
Value ($000) $616 Shares 4,390 Est. Cost $93.93 Unrealized +40.3%
EVRG Evergy Inc 0.4%
Value ($000) $606 Shares 11,949 Est. Cost $44.70 Unrealized +14.6%
SPGI S&P Global Inc 0.4%
Value ($000) $582 Shares 1,594 Est. Cost $342.41 Unrealized +12.7%
UNP Union Pac Corp 0.4%
Value ($000) $569 Shares 2,795 Est. Cost $197.68 Unrealized +4.3%
WFC Wells Fargo & Co New 0.4%
Value ($000) $532 Shares 13,016 Est. Cost $27.33 Unrealized +48.9%
BRK/A Berkshire Hathaway Inc Cl A 0.4%
Value ($000) $531 Shares 1 Est. Cost $366657.40 Unrealized +47.0%
ORCL Oracle Corp 0.4%
Value ($000) $517 Shares 4,881 Est. Cost $67.55 Unrealized +67.0%
INTU Intuit 0.4%
Value ($000) $505 Shares 989 Est. Cost $340.30 Unrealized +46.6%
GOOG Alphabet Inc Cl C 0.4%
Value ($000) $501 Shares 3,800 Est. Cost $109.82 Unrealized +17.5%
NUE Nucor Corp 0.4%
Value ($000) $498 Shares 3,184 Est. Cost $47.42 Unrealized +236.4%
DE Deere & Co 0.3%
Value ($000) $489 Shares 1,297 Est. Cost $257.13 Unrealized +54.8%
NVO Novo-Nordisk A/S ADR 0.3%
Value ($000) $487 Shares 5,356 Est. Cost $80.54 Unrealized
SBUX Starbucks Corp 0.3%
Value ($000) $483 Shares 5,294 Est. Cost $85.34 Unrealized +8.3%
COST Costco Whsl Corp New 0.3%
Value ($000) $468 Shares 829 Est. Cost $351.09 Unrealized +51.6%
AXP American Express Co 0.3%
Value ($000) $462 Shares 3,098 Est. Cost $103.86 Unrealized +53.0%
RTX RTX Corporation 0.3%
Value ($000) $462 Shares 6,413 Est. Cost $62.13 Unrealized +30.8%
ADP Automatic Data Processing Inc 0.3%
Value ($000) $449 Shares 1,867 Est. Cost $147.45 Unrealized +56.8%
VZ Verizon Communications 0.3%
Value ($000) $444 Shares 13,712 Est. Cost $43.97 Unrealized -34.1%
T AT&T Inc 0.3%
Value ($000) $440 Shares 29,296 Est. Cost $15.46 Unrealized -16.2%
EQWL Invesco S& P 100 Equal Weight ETF 0.3%
Value ($000) $438 Shares 5,574 Est. Cost $79.13 Unrealized
BDX Becton Dickinson & Co 0.3%
Value ($000) $437 Shares 1,692 Est. Cost $214.58 Unrealized +20.4%
ARES ARES Management LP 0.3%
Value ($000) $421 Shares 4,090 Est. Cost $38.71 Unrealized +144.8%
HON Honeywell Intl Inc 0.3%
Value ($000) $417 Shares 2,256 Est. Cost $165.17 Unrealized +5.3%
EMR Emerson Electric Co 0.3%
Value ($000) $414 Shares 4,286 Est. Cost $68.33 Unrealized +33.4%
PSX Phillips 66 0.3%
Value ($000) $414 Shares 3,443 Est. Cost $51.51 Unrealized +100.6%
ABT Abbott Labs 0.3%
Value ($000) $412 Shares 4,249 Est. Cost $99.42 Unrealized +1.0%
HUN Huntsman Corp 0.3%
Value ($000) $408 Shares 16,709 Est. Cost $24.81 Unrealized +9.3%
MDLZ Mondelez International Inc 0.3%
Value ($000) $396 Shares 5,704 Est. Cost $51.28 Unrealized +31.1%
F Ford Motor Co 0.3%
Value ($000) $387 Shares 31,135 Est. Cost $6.41 Unrealized +73.1%
CHD Church & Dwight Co Inc 0.3%
Value ($000) $385 Shares 4,200 Est. Cost $83.70 Unrealized +11.3%
ICE Intercontinental Exchange Inc 0.3%
Value ($000) $356 Shares 3,234 Est. Cost $99.12 Unrealized +12.2%
NFLX Netflix Inc 0.2%
Value ($000) $352 Shares 931 Est. Cost $50.60 Unrealized -16.2%
GE General Electric Co 0.2%
Value ($000) $343 Shares 3,102 Est. Cost $47.56 Unrealized +86.4%
Discover Financial Services 0.2%
Value ($000) $338 Shares 3,899 Est. Cost $92.12 Unrealized
UPS United Parcel Service Inc Cl B 0.2%
Value ($000) $328 Shares 2,107 Est. Cost $137.33 Unrealized +10.4%
VTI Vanguard Total Stock Mkt ETF 0.2%
Value ($000) $325 Shares 1,529 Est. Cost $204.10 Unrealized
Bunge Limited 0.2%
Value ($000) $318 Shares 2,940 Est. Cost $65.57 Unrealized
ALB Albemarle Corp 0.2%
Value ($000) $306 Shares 1,800 Est. Cost $111.68 Unrealized +71.3%
GLW Corning Inc 0.2%
Value ($000) $303 Shares 9,953 Est. Cost $32.23 Unrealized -4.7%
OKE ONEOK Inc. 0.2%
Value ($000) $296 Shares 4,660 Est. Cost $28.88 Unrealized +100.8%
DVY Ishares Dow Jones Select Dividend Index Fund 0.2%
Value ($000) $294 Shares 2,731 Est. Cost $96.16 Unrealized
DOW Dow Inc. 0.2%
Value ($000) $292 Shares 5,657 Est. Cost $40.34 Unrealized +14.8%
TGT Target Corp 0.2%
Value ($000) $280 Shares 2,529 Est. Cost $147.51 Unrealized -21.1%
AMT American Tower Corp 0.2%
Value ($000) $272 Shares 1,652 Est. Cost $200.44 Unrealized -16.4%
BAC Bank Of America Corporation 0.2%
Value ($000) $268 Shares 9,788 Est. Cost $24.45 Unrealized +13.8%
POR Portland General Electric Co 0.2%
Value ($000) $261 Shares 6,459 Est. Cost $32.87 Unrealized +23.1%
MET Metlife Inc 0.2%
Value ($000) $261 Shares 4,148 Est. Cost $39.70 Unrealized +46.1%
WY Weyerhaeuser Co 0.2%
Value ($000) $255 Shares 8,309 Est. Cost $24.49 Unrealized +25.0%
CVS CVS Corp 0.2%
Value ($000) $252 Shares 3,607 Est. Cost $58.17 Unrealized +11.0%
NVS Novartis AG ADR 0.2%
Value ($000) $237 Shares 2,323 Est. Cost $91.13 Unrealized
QQQ Invesco QQQ Trust Series I 0.2%
Value ($000) $235 Shares 656 Est. Cost $338.61 Unrealized
CSX Csx Corp 0.2%
Value ($000) $232 Shares 7,549 Est. Cost $29.10 Unrealized +5.1%
MDT Medtronic PLC 0.2%
Value ($000) $229 Shares 2,922 Est. Cost $94.35 Unrealized -17.5%
HAL Halliburton Co 0.2%
Value ($000) $228 Shares 5,630 Est. Cost $14.16 Unrealized +161.2%
NEE Nextera Energy Inc 0.2%
Value ($000) $226 Shares 3,950 Est. Cost $65.84 Unrealized -2.2%
EOG Eog Res Inc 0.2%
Value ($000) $219 Shares 1,730 Est. Cost $93.16 Unrealized +25.8%
ZBH Zimmer Biomet Holdings Inc 0.2%
Value ($000) $214 Shares 1,904 Est. Cost $133.13 Unrealized -6.7%
KMB Kimberly Clark Corp 0.2%
Value ($000) $214 Shares 1,767 Est. Cost $115.97 Unrealized +1.5%
EPD Enterprise Products Partners LP 0.1%
Value ($000) $209 Shares 7,620 Est. Cost $20.02 Unrealized
XEL Xcel Energy Inc 0.1%
Value ($000) $204 Shares 3,559 Est. Cost $59.11 Unrealized -6.6%
DD DuPont de Nemours Inc. 0.1%
Value ($000) $204 Shares 2,730 Est. Cost $23.17 Unrealized +29.0%
EFA IShares Msci Eafe Index Fund 0.1%
Value ($000) $201 Shares 2,918 Est. Cost $68.86 Unrealized
CMCSA Comcast Corp Cl A 0.1%
Value ($000) $200 Shares 4,509 Est. Cost $41.98 Unrealized -1.2%
IEFA IShares Core MSCI EAFE ETF 0.1%
Value ($000) $196 Shares 3,050 Est. Cost $67.35 Unrealized
INTC Intel Corp 0.1%
Value ($000) $195 Shares 5,490 Est. Cost $42.44 Unrealized -19.4%
GIS General Mills Inc 0.1%
Value ($000) $195 Shares 3,049 Est. Cost $52.32 Unrealized +23.4%
Pioneer Natural Resources Co 0.1%
Value ($000) $194 Shares 845 Est. Cost $113.61 Unrealized
AMD Advanced Micor Devices 0.1%
Value ($000) $193 Shares 1,877 Est. Cost $119.18 Unrealized -8.9%
DUK Duke Energy Corp 0.1%
Value ($000) $191 Shares 2,167 Est. Cost $76.47 Unrealized +9.3%
SYK Stryker Corp 0.1%
Value ($000) $186 Shares 680 Est. Cost $214.57 Unrealized +30.5%
Kellogg Co 0.1%
Value ($000) $185 Shares 3,117 Est. Cost $50.22 Unrealized +9.3%
ALL Allstate Corp 0.1%
Value ($000) $184 Shares 1,655 Est. Cost $86.85 Unrealized +19.3%
NOV NOV Inc Com 0.1%
Value ($000) $180 Shares 8,620 Est. Cost $14.51 Unrealized +37.0%
NVDA Nvidia Corp 0.1%
Value ($000) $177 Shares 406 Est. Cost $21.09 Unrealized +112.3%
MMM 3m Co 0.1%
Value ($000) $171 Shares 1,825 Est. Cost $115.01 Unrealized -30.8%
EW Edwards Lifescience Corp 0.1%
Value ($000) $166 Shares 2,400 Est. Cost $81.12 Unrealized -0.9%
CAG Conagra Brands Inc 0.1%
Value ($000) $163 Shares 5,937 Est. Cost $28.87 Unrealized -6.2%
Activision Blizzard Inc 0.1%
Value ($000) $159 Shares 1,700 Est. Cost $92.80 Unrealized
LUV Southwest Airls Co 0.1%
Value ($000) $156 Shares 5,747 Est. Cost $39.75 Unrealized -22.3%
AWK American Water Works Co Inc 0.1%
Value ($000) $152 Shares 1,230 Est. Cost $139.36 Unrealized -4.7%
LEG Leggett & Platt Inc 0.1%
Value ($000) $151 Shares 5,932 Est. Cost $42.02 Unrealized -33.1%
CB Chubb Limited 0.1%
Value ($000) $149 Shares 714 Est. Cost $134.41 Unrealized +46.4%
GILD Gilead SCI Inc 0.1%
Value ($000) $144 Shares 1,920 Est. Cost $49.35 Unrealized +43.2%
HSY Hershey Company 0.1%
Value ($000) $141 Shares 704 Est. Cost $172.72 Unrealized +20.8%
VXUS Vanguard Total Intl Stock Index Fd ETF 0.1%
Value ($000) $141 Shares 2,630 Est. Cost $55.21 Unrealized
ENB Enbridge Inc 0.1%
Value ($000) $140 Shares 4,220 Est. Cost $24.38 Unrealized +24.6%
CFFN Capitol Federal Financial Inc 0.1%
Value ($000) $139 Shares 29,195 Est. Cost $8.25 Unrealized -38.5%
CAH Cardinal Health Inc 0.1%
Value ($000) $139 Shares 1,599 Est. Cost $49.76 Unrealized +74.2%
LW Lamb Weston Holding Inc 0.1%
Value ($000) $126 Shares 1,365 Est. Cost $66.96 Unrealized +44.3%
EXC Exelon Corp 0.1%
Value ($000) $124 Shares 3,285 Est. Cost $25.12 Unrealized +48.3%
DIA MFC SPDR Dow Jones Industrial Average ETF Tr 0.1%
Value ($000) $124 Shares 370 Est. Cost $307.89 Unrealized
BAX Baxter International Inc 0.1%
Value ($000) $123 Shares 3,259 Est. Cost $66.94 Unrealized -40.0%
IWS Ishares Russell Midcap Value Index Fund 0.1%
Value ($000) $120 Shares 1,152 Est. Cost $97.22 Unrealized
OC Owens Corning 0.1%
Value ($000) $120 Shares 880 Est. Cost $72.87 Unrealized +88.6%
JBHT Hunt (Jb)transportation Svcs Inc 0.1%
Value ($000) $118 Shares 626 Est. Cost $126.49 Unrealized +48.2%
CNI Canadian National Railway Co 0.1%
Value ($000) $115 Shares 1,059 Est. Cost $97.95 Unrealized +11.6%
AMP Ameriprise Financial Inc 0.1%
Value ($000) $113 Shares 342 Est. Cost $172.26 Unrealized +91.9%
CLX The Clorox Company 0.1%
Value ($000) $113 Shares 859 Est. Cost $171.70 Unrealized -18.5%
META Meta Platforms Inc 0.1%
Value ($000) $113 Shares 375 Est. Cost $260.93 Unrealized +14.7%
VFC V F Corp 0.1%
Value ($000) $112 Shares 6,338 Est. Cost $79.91 Unrealized -76.2%
BA Boeing Co 0.1%
Value ($000) $111 Shares 581 Est. Cost $184.96 Unrealized +18.3%
COF Capital One Financial Corp 0.1%
Value ($000) $111 Shares 1,145 Est. Cost $101.93 Unrealized +1.1%
Blackrock Inc 0.1%
Value ($000) $109 Shares 168 Est. Cost $674.47 Unrealized
STBA S & T Bancorp Inc 0.1%
Value ($000) $108 Shares 4,000 Est. Cost $22.08 Unrealized +30.8%
RSG Republic Services Inc 0.1%
Value ($000) $107 Shares 750 Est. Cost $88.75 Unrealized +62.6%
NTRS Northern Tr Corp 0.1%
Value ($000) $106 Shares 1,525 Est. Cost $75.32 Unrealized -7.2%
CTVA Corteva Inc. 0.1%
Value ($000) $105 Shares 2,052 Est. Cost $44.65 Unrealized +15.4%
AIG American International Group 0.1%
Value ($000) $102 Shares 1,688 Est. Cost $56.66 Unrealized 0.0%
CRM Salesforce.com Inc 0.1%
Value ($000) $101 Shares 500 Est. Cost $237.97 Unrealized -10.3%
LBRDK Liberty Broadband - C 0.1%
Value ($000) $100 Shares 1,100 Est. Cost $83.52 Unrealized 0.0%
C Citigroup Inc 0.1%
Value ($000) $100 Shares 2,442 Est. Cost $40.72 Unrealized -0.6%
IWP Ishares Russell Midcap Growth 0.1%
Value ($000) $100 Shares 1,096 Est. Cost $103.10 Unrealized
USB US Bancorp 0.1%
Value ($000) $98 Shares 2,975 Est. Cost $33.98 Unrealized -4.3%
WM Waste Mgmt Inc Del 0.1%
Value ($000) $98 Shares 640 Est. Cost $110.14 Unrealized +41.7%
GM General Motors Co 0.1%
Value ($000) $96 Shares 2,898 Est. Cost $34.64 Unrealized 0.0%
CMI Cummins Inc 0.1%
Value ($000) $94 Shares 411 Est. Cost $183.04 Unrealized +24.9%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.1%
Value ($000) $94 Shares 1,963 Est. Cost $48.87 Unrealized
IWR Ishares Russell Mid-Cap ETF 0.1%
Value ($000) $91 Shares 1,316 Est. Cost $69.25 Unrealized
TM Toyota Motor Corp 0.1%
Value ($000) $90 Shares 498 Est. Cost $155.35 Unrealized
PPG PPG Industries Inc 0.1%
Value ($000) $89 Shares 686 Est. Cost $124.96 Unrealized +6.5%
PAA Plains All American Pipeline LP 0.1%
Value ($000) $87 Shares 5,689 Est. Cost $9.60 Unrealized
LMT Lockheed Martin Corp 0.1%
Value ($000) $85 Shares 208 Est. Cost $336.19 Unrealized +23.5%
AB AllianceBernstein Holding LP 0.1%
Value ($000) $84 Shares 2,765 Est. Cost $37.24 Unrealized
Nuveen Floating Rate Income 0.1%
Value ($000) $84 Shares 10,196 Est. Cost $8.84 Unrealized
Summit Materials Inc 0.1%
Value ($000) $83 Shares 2,651 Est. Cost $20.08 Unrealized
IWN Ishares Russell 2000 Value Index Fund 0.1%
Value ($000) $81 Shares 600 Est. Cost $131.99 Unrealized
MAS Masco Corp 0.1%
Value ($000) $80 Shares 1,500 Est. Cost $50.31 Unrealized +9.9%
NXPI NXP Semiconductors 0.1%
Value ($000) $80 Shares 400 Est. Cost $134.81 Unrealized +46.9%
WMB Williams Companies Inc 0.1%
Value ($000) $79 Shares 2,351 Est. Cost $17.03 Unrealized +81.3%
BIIB Biogen Idec Inc 0.1%
Value ($000) $78 Shares 304 Est. Cost $233.98 Unrealized +14.3%
PH Parker Hannifin Corp 0.1%
Value ($000) $78 Shares 200 Est. Cost $255.11 Unrealized +53.4%
FAST Fastenal Co 0.1%
Value ($000) $76 Shares 1,400 Est. Cost $24.63 Unrealized +8.8%
CBRE CBRE Group Inc A 0.1%
Value ($000) $76 Shares 1,030 Est. Cost $82.92 Unrealized 0.0%
PPH VanEck Pharmaceutical ETF 0.1%
Value ($000) $76 Shares 950 Est. Cost $79.86 Unrealized
AEE Ameren Corp 0.1%
Value ($000) $75 Shares 1,000 Est. Cost $68.86 Unrealized +9.6%
LIN Linde PLC 0.1%
Value ($000) $74 Shares 200 Est. Cost $322.30 Unrealized +14.5%
SCHD Schwab US DVD Equity ETF 0.1%
Value ($000) $74 Shares 1,040 Est. Cost $72.62 Unrealized
CEG Constellation Energy 0.1%
Value ($000) $73 Shares 669 Est. Cost $58.42 Unrealized +73.6%
VLUE iShares Edge MSCI USA Value ETF 0.1%
Value ($000) $73 Shares 802 Est. Cost $86.69 Unrealized
YUM Yum! Brands Inc 0.1%
Value ($000) $72 Shares 580 Est. Cost $109.36 Unrealized +14.8%
XYL Xylem Inc 0.1%
Value ($000) $71 Shares 779 Est. Cost $88.59 Unrealized +13.2%
WBD Warner Bros Discovery Inc 0.1%
Value ($000) $71 Shares 6,513 Est. Cost $18.16 Unrealized -31.3%
GEHC GE Healthcare Technology 0.0%
Value ($000) $70 Shares 1,026 Est. Cost $71.08 Unrealized +2.0%
AVES Avantis Emerging Markets Value ETF 0.0%
Value ($000) $70 Shares 1,600 Est. Cost $43.44 Unrealized
GSK GSK PLC - Spon ADR 0.0%
Value ($000) $69 Shares 1,912 Est. Cost $35.14 Unrealized
PAYX Paychex Inc 0.0%
Value ($000) $69 Shares 600 Est. Cost $76.93 Unrealized +45.8%
O Realty Income Corp 0.0%
Value ($000) $68 Shares 1,360 Est. Cost $50.97 Unrealized -1.6%
IWF Ishares Russell 1000 Growth 0.0%
Value ($000) $66 Shares 250 Est. Cost $219.05 Unrealized
IVW IShares S&P 500 Growth Index Fund 0.0%
Value ($000) $65 Shares 956 Est. Cost $73.22 Unrealized
XAR SPDR S&P Aerospace & Defense ETF 0.0%
Value ($000) $63 Shares 565 Est. Cost $121.53 Unrealized
SCHP Schwab U.S. TIPS ETF 0.0%
Value ($000) $62 Shares 1,234 Est. Cost $52.43 Unrealized
D Dominion Energy Inc 0.0%
Value ($000) $61 Shares 1,376 Est. Cost $63.42 Unrealized -30.6%
ARW Arrow Electrs Inc 0.0%
Value ($000) $60 Shares 483 Est. Cost $88.50 Unrealized +50.6%
KIM Kimco Realty Corp 0.0%
Value ($000) $60 Shares 3,395 Est. Cost $10.60 Unrealized +62.8%
MA Mastercard Inc 0.0%
Value ($000) $59 Shares 150 Est. Cost $332.89 Unrealized +19.0%
KKR KKR & Co Inc 0.0%
Value ($000) $58 Shares 945 Est. Cost $59.78 Unrealized 0.0%
ITW Illinois Tool Works 0.0%
Value ($000) $58 Shares 250 Est. Cost $182.99 Unrealized +25.7%
IWD IShares Russell 1000 Value 0.0%
Value ($000) $56 Shares 371 Est. Cost $149.73 Unrealized
BK Bank New York Mellon Corp 0.0%
Value ($000) $56 Shares 1,320 Est. Cost $34.42 Unrealized +21.5%
SCHW Schwab Charles Corp New 0.0%
Value ($000) $56 Shares 1,022 Est. Cost $58.47 Unrealized 0.0%
Walgreens Boots Alliance Inc 0.0%
Value ($000) $56 Shares 2,516 Est. Cost $39.53 Unrealized
GS Goldman Sachs Group Inc. 0.0%
Value ($000) $56 Shares 172 Est. Cost $197.01 Unrealized +60.1%
IVE Ishares S&P 500 Value Index Fund 0.0%
Value ($000) $55 Shares 355 Est. Cost $146.48 Unrealized
MS Morgan Stanley Com New 0.0%
Value ($000) $54 Shares 661 Est. Cost $48.82 Unrealized +64.5%
BP BP P.L.C. Adr 0.0%
Value ($000) $53 Shares 1,364 Est. Cost $26.83 Unrealized
ES Eversource Energy 0.0%
Value ($000) $53 Shares 907 Est. Cost $70.27 Unrealized -15.4%
ZTS Zoetis Inc Com 0.0%
Value ($000) $52 Shares 300 Est. Cost $190.28 Unrealized -7.0%
MCK McKesson Corp 0.0%
Value ($000) $51 Shares 117 Est. Cost $161.42 Unrealized +158.2%
OTIS Otis Worldwide Corp 0.0%
Value ($000) $51 Shares 633 Est. Cost $62.87 Unrealized +30.7%
VUG Vanguard Growth ETF 0.0%
Value ($000) $51 Shares 186 Est. Cost $272.31 Unrealized
KR Kroger Co 0.0%
Value ($000) $50 Shares 1,118 Est. Cost $32.25 Unrealized +38.4%
ADM Archer-Daniels Midland Co 0.0%
Value ($000) $50 Shares 658 Est. Cost $44.61 Unrealized +67.2%
FSLR First Solar Inc 0.0%
Value ($000) $49 Shares 305 Est. Cost $86.71 Unrealized +115.2%
PEG Public Svc Enterprise Group 0.0%
Value ($000) $49 Shares 864 Est. Cost $52.27 Unrealized +8.5%
ROST Ross Stores Inc 0.0%
Value ($000) $48 Shares 427 Est. Cost $99.89 Unrealized +11.9%
LHX L3Harris Technologies 0.0%
Value ($000) $47 Shares 271 Est. Cost $166.40 Unrealized +5.2%
EIX Edison Intl 0.0%
Value ($000) $47 Shares 736 Est. Cost $57.41 Unrealized +8.7%
IXUS Ishares Core International Stock ETF 0.0%
Value ($000) $46 Shares 773 Est. Cost $60.50 Unrealized
IQV IQVIA Holdings Inc 0.0%
Value ($000) $44 Shares 225 Est. Cost $217.13 Unrealized 0.0%
TJX TJX Companies Inc 0.0%
Value ($000) $44 Shares 496 Est. Cost $56.47 Unrealized +51.1%
DEO Diageo Plc 0.0%
Value ($000) $44 Shares 292 Est. Cost $159.09 Unrealized
Nuveen Quality Preferred II 0.0%
Value ($000) $42 Shares 6,837 Est. Cost $9.71 Unrealized
Eaton Vance Tax Managed Diversified Equity 0.0%
Value ($000) $42 Shares 3,625 Est. Cost $12.14 Unrealized
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $42 Shares 4,006 Est. Cost $9.01 Unrealized +11.9%
SEE Sealed Air Corp 0.0%
Value ($000) $42 Shares 1,267 Est. Cost $36.53 Unrealized 0.0%
TSLA Tesla Inc 0.0%
Value ($000) $41 Shares 165 Est. Cost $254.25 Unrealized +1.0%
TSCO Tractor Supply Company 0.0%
Value ($000) $41 Shares 200 Est. Cost $38.12 Unrealized +9.0%
MCHP Microchip Technology Inc Com 0.0%
Value ($000) $40 Shares 514 Est. Cost $68.96 Unrealized +14.1%
EFV MFC ISHARES TR MSCI EAFE VALUE 0.0%
Value ($000) $40 Shares 810 Est. Cost $48.93 Unrealized
RHI Robert Half Inc 0.0%
Value ($000) $40 Shares 540 Est. Cost $75.04 Unrealized +1.1%
Eaton Vance Enhanced Equity Income II 0.0%
Value ($000) $39 Shares 2,299 Est. Cost $21.75 Unrealized
Nuveen NASDAQ 100 Dynamic Overwrite Fund 0.0%
Value ($000) $39 Shares 1,754 Est. Cost $26.23 Unrealized
WDAY Workday Inc 0.0%
Value ($000) $39 Shares 180 Est. Cost $231.89 Unrealized 0.0%
APAM Artisan Partners Asset MA-A 0.0%
Value ($000) $38 Shares 1,025 Est. Cost $31.52 Unrealized -1.1%
NPSRX Nuveen Preferred Securities & Income Fd 0.0%
Value ($000) $38 Shares 2,633 Est. Cost $14.33 Unrealized
Nuveen Credit Strategies Income Fund 0.0%
Value ($000) $38 Shares 7,423 Est. Cost $6.31 Unrealized
DG Dollar General Corp 0.0%
Value ($000) $37 Shares 345 Est. Cost $141.69 Unrealized 0.0%
PBT Permian Basin Royalty Trust 0.0%
Value ($000) $35 Shares 1,640 Est. Cost $3.05 Unrealized
EL Estee Lauder Cl A 0.0%
Value ($000) $35 Shares 241 Est. Cost $223.63 Unrealized -28.9%
FE Firstenergy Corp 0.0%
Value ($000) $34 Shares 1,002 Est. Cost $25.87 Unrealized +30.3%
ROP Roper Technologies 0.0%
Value ($000) $33 Shares 69 Est. Cost $398.27 Unrealized +21.2%
QCOM Qualcomm Inc 0.0%
Value ($000) $33 Shares 296 Est. Cost $122.62 Unrealized -10.2%
VGSH Vanguard Short-Term Treasury ETF 0.0%
Value ($000) $33 Shares 566 Est. Cost $57.85 Unrealized
OXY Occidental Pete Corp Del 0.0%
Value ($000) $32 Shares 496 Est. Cost $16.93 Unrealized +256.0%
MDY SPDR S&P Midcap 400 ETF 0.0%
Value ($000) $32 Shares 70 Est. Cost $414.29 Unrealized
NVST Envista Holdings Corp 0.0%
Value ($000) $32 Shares 1,132 Est. Cost $28.99 Unrealized +11.7%
Nuveen S&P 500 Buy-Write Income Fd 0.0%
Value ($000) $31 Shares 2,485 Est. Cost $12.86 Unrealized
DAR Darling Ingredients Inc. 0.0%
Value ($000) $31 Shares 600 Est. Cost $47.78 Unrealized +30.8%
SNA Snap-On Inc 0.0%
Value ($000) $30 Shares 119 Est. Cost $193.59 Unrealized +31.0%
BTI British American Tobacco ADR 0.0%
Value ($000) $30 Shares 945 Est. Cost $32.54 Unrealized
Eaton Vance Tax Managed Global Income Fund 0.0%
Value ($000) $29 Shares 4,000 Est. Cost $8.75 Unrealized
JAZZ Jazz Pharmaceuticals PLC 0.0%
Value ($000) $29 Shares 225 Est. Cost $148.94 Unrealized -10.5%
IBB Ishares Biotechnology ETF 0.0%
Value ($000) $29 Shares 234 Est. Cost $126.96 Unrealized
KSS Kohls Corp 0.0%
Value ($000) $28 Shares 1,353 Est. Cost $29.09 Unrealized -13.2%
SHEL Shell PLC-ADR 0.0%
Value ($000) $28 Shares 439 Est. Cost $56.86 Unrealized
WAB Wabtec Corp 0.0%
Value ($000) $27 Shares 254 Est. Cost $66.42 Unrealized +65.6%
KHC Kraft Heinz Co 0.0%
Value ($000) $26 Shares 780 Est. Cost $30.25 Unrealized +0.8%
PBF PBF Energy INC 0.0%
Value ($000) $26 Shares 490 Est. Cost $6.52 Unrealized +630.3%
GRMN Garmin LTD 0.0%
Value ($000) $26 Shares 244 Est. Cost $96.95 Unrealized +3.7%
KEY Keycorp New 0.0%
Value ($000) $25 Shares 2,314 Est. Cost $11.68 Unrealized -16.6%
QUAL ishares Edge MSCI USA Quality Factor ETF 0.0%
Value ($000) $24 Shares 182 Est. Cost $116.16 Unrealized
Wells Fargo Multi Sector Income Fund 0.0%
Value ($000) $23 Shares 2,567 Est. Cost $12.08 Unrealized
SEIC SEI Investments Company 0.0%
Value ($000) $22 Shares 373 Est. Cost $50.82 Unrealized +17.2%
GD General Dynamics Corp 0.0%
Value ($000) $22 Shares 101 Est. Cost $130.64 Unrealized +61.6%
VOD Vodafone Group PLC - ADR 0.0%
Value ($000) $22 Shares 2,298 Est. Cost $16.72 Unrealized
Nuveen Preferred Income Opportunities Fund 0.0%
Value ($000) $21 Shares 3,332 Est. Cost $9.51 Unrealized
BND Vanguard Total Bond Market EFT 0.0%
Value ($000) $20 Shares 288 Est. Cost $73.83 Unrealized
AXON Axon Enterprise Inc 0.0%
Value ($000) $20 Shares 100 Est. Cost $105.73 Unrealized +86.0%
WEC WEC Energy Group Inc 0.0%
Value ($000) $20 Shares 245 Est. Cost $89.42 Unrealized -10.8%
TotalEnergies SE - Sponsore 0.0%
Value ($000) $20 Shares 300 Est. Cost $53.33 Unrealized
TSM Taiwan Semiconductor Mfg Ltd Sponsored Adr 0.0%
Value ($000) $19 Shares 218 Est. Cost $75.51 Unrealized
KMI Kinder Morgan Inc 0.0%
Value ($000) $19 Shares 1,125 Est. Cost $14.92 Unrealized +2.3%
PFF IShares U.S. Preferred Stock ETF 0.0%
Value ($000) $18 Shares 600 Est. Cost $38.33 Unrealized
TMUS T-Mobile US Inc 0.0%
Value ($000) $18 Shares 129 Est. Cost $126.05 Unrealized +6.2%
CTSH Cognizant Technology Solutions Corp 0.0%
Value ($000) $17 Shares 256 Est. Cost $68.62 Unrealized -3.2%
FDX Fedex Corp 0.0%
Value ($000) $17 Shares 65 Est. Cost $235.17 Unrealized +4.9%
BHP BHP Group LTD 0.0%
Value ($000) $17 Shares 300 Est. Cost $59.42 Unrealized
AVGO Broadcom Inc 0.0%
Value ($000) $17 Shares 20 Est. Cost $48.05 Unrealized +74.8%
CARR Carrier Global Corporation 0.0%
Value ($000) $17 Shares 300 Est. Cost $39.12 Unrealized +36.6%
FTEC Fidelity MSCI Info Tech ETF 0.0%
Value ($000) $16 Shares 134 Est. Cost $130.64 Unrealized
DRIV Global X Autonomous & Elec ETF 0.0%
Value ($000) $16 Shares 700 Est. Cost $27.08 Unrealized
AZN AstraZeneca PLC ADR 0.0%
Value ($000) $16 Shares 240 Est. Cost $70.93 Unrealized
DEM Wisdomtree Emerging Markets High DVD Fund 0.0%
Value ($000) $16 Shares 430 Est. Cost $41.86 Unrealized
PSA Public Storage 0.0%
Value ($000) $16 Shares 60 Est. Cost $183.60 Unrealized +38.2%
PRU Prudential Financial Inc 0.0%
Value ($000) $15 Shares 157 Est. Cost $80.25 Unrealized +5.0%
SPTS SPDR Portfolio Short Term Treasury ETF 0.0%
Value ($000) $15 Shares 518 Est. Cost $28.72 Unrealized
YUMC Yum China Holdings Inc 0.0%
Value ($000) $15 Shares 267 Est. Cost $60.31 Unrealized -7.2%
IJJ Ishares S&P Midcap 400 Value Index Fund 0.0%
Value ($000) $15 Shares 147 Est. Cost $96.07 Unrealized
WHR Whirlpool Corp 0.0%
Value ($000) $15 Shares 110 Est. Cost $191.55 Unrealized -26.3%
CC Chemours Co 0.0%
Value ($000) $15 Shares 522 Est. Cost $20.21 Unrealized +54.4%
PFG Principal Financial Group 0.0%
Value ($000) $14 Shares 197 Est. Cost $63.59 Unrealized +11.8%
TFC Truist Financial Corp 0.0%
Value ($000) $14 Shares 491 Est. Cost $35.66 Unrealized -23.9%
John Hancock Preferred Income III 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $17.33 Unrealized
SO Southern Co 0.0%
Value ($000) $13 Shares 200 Est. Cost $49.90 Unrealized +27.8%
OMC Omnicom Group Inc 0.0%
Value ($000) $12 Shares 160 Est. Cost $69.19 Unrealized +9.6%
RY Royal Bank of Canada 0.0%
Value ($000) $12 Shares 133 Est. Cost $102.27 Unrealized -9.1%
MU Micron Technology Inc 0.0%
Value ($000) $11 Shares 168 Est. Cost $66.28 Unrealized 0.0%
FTS Fortis Inc 0.0%
Value ($000) $11 Shares 300 Est. Cost $42.54 Unrealized -12.6%
Eaton Vance Tax-Mgd Buy-Write Opp Fd 0.0%
Value ($000) $11 Shares 937 Est. Cost $12.28 Unrealized
CCI Crown Castle Inc 0.0%
Value ($000) $11 Shares 115 Est. Cost $127.80 Unrealized -29.3%
Blackrock Enhanced Equity Dividend Trust 0.0%
Value ($000) $10 Shares 1,364 Est. Cost $8.80 Unrealized
PLD Prologis Inc Com 0.0%
Value ($000) $10 Shares 92 Est. Cost $123.36 Unrealized -8.4%
ARE Alexandria Real Estate Equities Inc 0.0%
Value ($000) $10 Shares 100 Est. Cost $103.33 Unrealized -1.3%
LKQ Lkq Corp 0.0%
Value ($000) $10 Shares 200 Est. Cost $44.76 Unrealized +11.4%
Interpublic Group Of Co 0.0%
Value ($000) $10 Shares 342 Est. Cost $17.29 Unrealized +75.1%
FCNCA First Citizens BancShares, Inc - Cl A 0.0%
Value ($000) $10 Shares 7 Est. Cost $1361.65 Unrealized 0.0%
VEA Vanguard FTSE Developed Markets ETF 0.0%
Value ($000) $10 Shares 220 Est. Cost $43.72 Unrealized
IJK iShares S&P Mid-Cap 400 Growth ETF 0.0%
Value ($000) $10 Shares 132 Est. Cost $69.48 Unrealized
PYPL Paypal Holdings Inc 0.0%
Value ($000) $9 Shares 160 Est. Cost $121.14 Unrealized -46.4%
CME CME Group Inc 0.0%
Value ($000) $9 Shares 46 Est. Cost $138.43 Unrealized +30.2%
Laboratory Corp of America Holdings 0.0%
Value ($000) $9 Shares 45 Est. Cost $201.04 Unrealized
BDCZ ETRACS Wells Fargo BUS DEV CO Index ETN SER B 0.0%
Value ($000) $9 Shares 476 Est. Cost $16.81 Unrealized
ADI Analog Devices 0.0%
Value ($000) $9 Shares 50 Est. Cost $176.96 Unrealized 0.0%
SNY Sanofi-ADR 0.0%
Value ($000) $9 Shares 159 Est. Cost $53.64 Unrealized
SYY Sysco Corp 0.0%
Value ($000) $8 Shares 125 Est. Cost $62.13 Unrealized +7.9%
J Jacobs Solutions Inc Com 0.0%
Value ($000) $8 Shares 60 Est. Cost $100.68 Unrealized +4.9%
Unilever PLC 0.0%
Value ($000) $8 Shares 165 Est. Cost $49.40 Unrealized
FTNT Fortinet Inc 0.0%
Value ($000) $8 Shares 136 Est. Cost $66.20 Unrealized 0.0%
IFF International Flavors&fragra 0.0%
Value ($000) $8 Shares 114 Est. Cost $74.24 Unrealized -7.4%
EFG iShares MSCI EAFE Growth ETF 0.0%
Value ($000) $8 Shares 89 Est. Cost $85.60 Unrealized
Nuveen Muni High Income Opportunity Fund 0.0%
Value ($000) $7 Shares 806 Est. Cost $14.56 Unrealized
LDOS Leidos Holdings Inc 0.0%
Value ($000) $7 Shares 78 Est. Cost $91.57 Unrealized 0.0%
HIG Hartford Finl Svcs Group Inc 0.0%
Value ($000) $7 Shares 100 Est. Cost $65.15 Unrealized +6.5%
KRE SPDR S&P Regional Banking ETF 0.0%
Value ($000) $7 Shares 166 Est. Cost $41.77 Unrealized
OGS One Gas Inc 0.0%
Value ($000) $7 Shares 100 Est. Cost $75.58 Unrealized -0.0%
SSNC SS&C Technologies Holdings 0.0%
Value ($000) $7 Shares 128 Est. Cost $57.16 Unrealized 0.0%
FMC F M C Corp Com New 0.0%
Value ($000) $7 Shares 100 Est. Cost $106.89 Unrealized -27.3%
CVY Invesco ETF Zacks Multi-Asset Income Fund 0.0%
Value ($000) $7 Shares 300 Est. Cost $20.18 Unrealized
FIS Fidelity National Information Services Inc 0.0%
Value ($000) $6 Shares 116 Est. Cost $54.38 Unrealized 0.0%
Nuveen Amt Free Muni Credit Income Fund 0.0%
Value ($000) $6 Shares 615 Est. Cost $16.99 Unrealized
WLK Westlake Corp. 0.0%
Value ($000) $6 Shares 50 Est. Cost $108.79 Unrealized +12.5%
VGIT Vanguard Intermediate - Term T 0.0%
Value ($000) $6 Shares 104 Est. Cost $57.69 Unrealized
KTB Kontoor Brands Inc. 0.0%
Value ($000) $6 Shares 132 Est. Cost $38.84 Unrealized +12.7%
TPR Tapestry Inc 0.0%
Value ($000) $6 Shares 200 Est. Cost $29.52 Unrealized +16.2%
LVS Las Vegas Sands Corp 0.0%
Value ($000) $6 Shares 125 Est. Cost $50.91 Unrealized +1.6%
PHG Koninklijke Philips NVR-NY 0.0%
Value ($000) $6 Shares 281 Est. Cost $19.94 Unrealized
AMBA Ambarella Inc 0.0%
Value ($000) $5 Shares 100 Est. Cost $80.58 Unrealized -12.9%
ELV Elevance Health Inc 0.0%
Value ($000) $5 Shares 12 Est. Cost $436.66 Unrealized 0.0%
INGR Ingredion Inc 0.0%
Value ($000) $5 Shares 50 Est. Cost $103.74 Unrealized 0.0%
FNF Fidelity National Financial 0.0%
Value ($000) $4 Shares 106 Est. Cost $35.34 Unrealized 0.0%
STZ Constellation Brands Inc-A 0.0%
Value ($000) $4 Shares 17 Est. Cost $249.26 Unrealized 0.0%
NWL Newell Brands Inc. 0.0%
Value ($000) $4 Shares 465 Est. Cost $16.91 Unrealized -47.0%
ADBE Adobe Systems Inc 0.0%
Value ($000) $4 Shares 8 Est. Cost $524.63 Unrealized 0.0%
AMAT Applied Materials Inc 0.0%
Value ($000) $4 Shares 29 Est. Cost $140.40 Unrealized 0.0%
HSBC HSBC Holdings Plc Adr 0.0%
Value ($000) $4 Shares 100 Est. Cost $26.17 Unrealized
ENPH Enphase Energy Inc 0.0%
Value ($000) $4 Shares 30 Est. Cost $175.19 Unrealized -18.7%
WTW Willis Towers Watson PLC 0.0%
Value ($000) $4 Shares 17 Est. Cost $206.89 Unrealized 0.0%
HUM Humana Inc 0.0%
Value ($000) $3 Shares 7 Est. Cost $456.59 Unrealized 0.0%
HOG Harley Davidson Inc 0.0%
Value ($000) $3 Shares 100 Est. Cost $35.54 Unrealized -2.1%
First Trust Four Corners Senior Floating Rate 0.0%
Value ($000) $3 Shares 312 Est. Cost $12.82 Unrealized
BKNG Booking Holdings Inc 0.0%
Value ($000) $3 Shares 1 Est. Cost $1848.19 Unrealized +61.2%
MP MP Materials Corp 0.0%
Value ($000) $3 Shares 161 Est. Cost $22.19 Unrealized 0.0%
LEA Lear Corp 0.0%
Value ($000) $3 Shares 22 Est. Cost $135.36 Unrealized 0.0%
FOXA Fox Corp CL A 0.0%
Value ($000) $3 Shares 92 Est. Cost $31.87 Unrealized 0.0%
SONY Sony Group Corp - SP ADR 0.0%
Value ($000) $3 Shares 34 Est. Cost $82.41 Unrealized
AJG Arthur J Gallagher & Co 0.0%
Value ($000) $3 Shares 12 Est. Cost $219.09 Unrealized 0.0%
PUK Prudential PLC - ADR 0.0%
Value ($000) $3 Shares 119 Est. Cost $21.92 Unrealized
LARK Landmark Bancorp Inc 0.0%
Value ($000) $3 Shares 138 Est. Cost $22.07 Unrealized -20.9%
Blackrock Enhanced Int'l Dividend Trust 0.0%
Value ($000) $2 Shares 500 Est. Cost $6.00 Unrealized
VFH Vanguard Financials 0.0%
Value ($000) $2 Shares 31 Est. Cost $80.32 Unrealized
NTR Nutrien LTD 0.0%
Value ($000) $2 Shares 40 Est. Cost $37.68 Unrealized +54.7%
Hess Corp 0.0%
Value ($000) $2 Shares 16 Est. Cost $153.00 Unrealized
EQT EQT Corp 0.0%
Value ($000) $2 Shares 60 Est. Cost $39.98 Unrealized 0.0%
COR Amerisourcebergen Corp 0.0%
Value ($000) $2 Shares 12 Est. Cost $180.98 Unrealized 0.0%
RCI Rogers Communications Inc - B 0.0%
Value ($000) $2 Shares 53 Est. Cost $41.95 Unrealized 0.0%
NuStar Energy LP 0.0%
Value ($000) $2 Shares 114 Est. Cost $17.54 Unrealized
RL Ralph Lauren Corp 0.0%
Value ($000) $2 Shares 17 Est. Cost $116.26 Unrealized 0.0%
MDU Mdu Resources Group Inc 0.0%
Value ($000) $2 Shares 100 Est. Cost $9.15 Unrealized +17.9%
AAL American Airlines Group Inc 0.0%
Value ($000) $2 Shares 150 Est. Cost $15.52 Unrealized 0.0%
CFG Citizens Financial Group 0.0%
Value ($000) $2 Shares 67 Est. Cost $25.76 Unrealized 0.0%
OXY/WS Occidental Petroleum Corp WT Expire 08/03/27 0.0%
Value ($000) $1 Shares 33 Est. Cost $28.57 Unrealized
KNF Knife River Corp 0.0%
Value ($000) $1 Shares 25 Est. Cost $44.43 Unrealized +6.8%
RIVN Rivian Automotive Inc Cl A 0.0%
Value ($000) $1 Shares 50 Est. Cost $31.23 Unrealized -25.2%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $554.13 Unrealized -4.6%
LUMN Lumen Technologies Inc 0.0%
Value ($000) $0 Shares 330 Est. Cost $10.82 Unrealized -84.4%