Peoples Bank/KS Diversified Active

CIK: 0001998269 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 8, 2025

Total Value ($000): $144,571 (100.0% shares, 0.0% debt)

Holdings (317)

BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 6.5%
Value ($000) $9,415 Shares 20,771 Est. Cost $354.77 Unrealized +30.2%
MSFT MICROSOFT CORPORATION 5.5%
Value ($000) $7,993 Shares 18,964 Est. Cost $324.59 Unrealized +30.1%
AAPL APPLE INC 3.5%
Value ($000) $5,063 Shares 20,217 Est. Cost $181.32 Unrealized +29.3%
QQQ INVESCO QQQ TRUST 3.2%
Value ($000) $4,582 Shares 8,963 Est. Cost $368.98 Unrealized
PFF ISHARES TR U.S. PFD STK ETF 2.9%
Value ($000) $4,129 Shares 131,380 Est. Cost $30.14 Unrealized
GOOGL ALPHABET INC 2.5%
Value ($000) $3,562 Shares 18,818 Est. Cost $128.39 Unrealized +35.6%
XOM EXXON MOBIL CORP 2.4%
Value ($000) $3,530 Shares 32,817 Est. Cost $101.86 Unrealized +10.3%
MCD MCDONALDS CORP 2.3%
Value ($000) $3,305 Shares 11,401 Est. Cost $269.51 Unrealized +7.7%
PEP PEPSICO INC 2.1%
Value ($000) $3,068 Shares 20,179 Est. Cost $167.15 Unrealized -6.3%
WFC WELLS FARGO & CO 2.1%
Value ($000) $3,005 Shares 42,789 Est. Cost $40.69 Unrealized +63.8%
WMB WILLIAMS COS INC DEL COM 2.1%
Value ($000) $2,966 Shares 54,809 Est. Cost $30.87 Unrealized +67.5%
JPM JP MORGAN CHASE & CO 2.0%
Value ($000) $2,961 Shares 12,354 Est. Cost $142.31 Unrealized +60.2%
WMT WAL-MART STORES INC 1.8%
Value ($000) $2,611 Shares 28,894 Est. Cost $54.59 Unrealized +57.2%
AMZN AMAZON.COM INC 1.7%
Value ($000) $2,443 Shares 11,137 Est. Cost $134.00 Unrealized +52.7%
SPY SPDR S&P 500 ETF 1.6%
Value ($000) $2,307 Shares 3,936 Est. Cost $427.47 Unrealized
LOW LOWE'S COMPANIES INC 1.5%
Value ($000) $2,191 Shares 8,877 Est. Cost $214.91 Unrealized +21.7%
HD HOME DEPOT INC 1.4%
Value ($000) $2,087 Shares 5,365 Est. Cost $352.64 Unrealized +12.7%
VOO VANGUARD S&P 500 INDEX ETF 1.4%
Value ($000) $2,065 Shares 3,833 Est. Cost $392.70 Unrealized
GD GENERAL DYNAMICS CORP 1.4%
Value ($000) $1,994 Shares 7,567 Est. Cost $211.15 Unrealized +33.5%
DVY ISHARES SELECT DIVIDEND INDX 1.4%
Value ($000) $1,992 Shares 15,176 Est. Cost $109.48 Unrealized
PG PROCTER & GAMBLE COMPANY 1.2%
Value ($000) $1,733 Shares 10,336 Est. Cost $144.12 Unrealized +15.0%
XLK S&P SPDR TECHNOLOGY SBI INT-TECH 1.2%
Value ($000) $1,718 Shares 7,388 Est. Cost $191.54 Unrealized
META META PLATFORMS INC 1.2%
Value ($000) $1,673 Shares 2,857 Est. Cost $299.21 Unrealized +95.4%
V VISA INC 1.1%
Value ($000) $1,653 Shares 5,230 Est. Cost $236.17 Unrealized +26.3%
ENB ENBRIDGE INC 1.1%
Value ($000) $1,629 Shares 38,383 Est. Cost $30.38 Unrealized +29.1%
ORCL ORACLE CORPORATION 1.1%
Value ($000) $1,597 Shares 9,585 Est. Cost $112.78 Unrealized +55.9%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $1,545 Shares 10,684 Est. Cost $153.28 Unrealized -2.4%
NEE NEXTERA ENERGY INC 1.0%
Value ($000) $1,489 Shares 20,777 Est. Cost $64.42 Unrealized +16.5%
CVX CHEVRON CORP 1.0%
Value ($000) $1,483 Shares 10,238 Est. Cost $145.42 Unrealized +0.1%
ADI ANALOG DEVICES, INC 1.0%
Value ($000) $1,479 Shares 6,960 Est. Cost $220.13 Unrealized -1.5%
XLF S&P SPDR SELECT FINANCIALS 0.9%
Value ($000) $1,373 Shares 28,410 Est. Cost $34.02 Unrealized
ELV ELEVANCE HEALTH INC COM 0.9%
Value ($000) $1,363 Shares 3,694 Est. Cost $436.66 Unrealized -6.3%
CMCSA COMCAST CORP 0.9%
Value ($000) $1,313 Shares 35,000 Est. Cost $41.45 Unrealized -3.5%
XLE S&P SPDR SELECT ENERGY 0.9%
Value ($000) $1,307 Shares 15,261 Est. Cost $90.33 Unrealized
PAVE GLOBAL X FDS US INFR DEV ETF 0.8%
Value ($000) $1,171 Shares 28,975 Est. Cost $39.48 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG CO 0.8%
Value ($000) $1,150 Shares 5,825 Est. Cost $86.90 Unrealized
CSCO CISCO SYSTEMS INC 0.8%
Value ($000) $1,128 Shares 19,047 Est. Cost $46.78 Unrealized +18.4%
MCK MCKESSON CORPORATION 0.8%
Value ($000) $1,126 Shares 1,975 Est. Cost $416.71 Unrealized +33.7%
COR CENCORA, INC COM 0.8%
Value ($000) $1,100 Shares 4,895 Est. Cost $229.65 Unrealized +1.5%
DIA SPDR DOW JONES INDUSTRIAL AVE ETF TRUST 0.8%
Value ($000) $1,094 Shares 2,571 Est. Cost $334.94 Unrealized
PFE PFIZER INC 0.7%
Value ($000) $1,056 Shares 39,813 Est. Cost $29.99 Unrealized -16.2%
HON HONEYWELL INT'L INC. 0.7%
Value ($000) $1,009 Shares 4,467 Est. Cost $188.34 Unrealized +8.1%
BK BANK NEW YORK MELLON CORP COM 0.7%
Value ($000) $1,004 Shares 13,067 Est. Cost $41.82 Unrealized +80.6%
CAT CATERPILLAR INC 0.7%
Value ($000) $982 Shares 2,708 Est. Cost $314.77 Unrealized +21.3%
CME CME GROUP INC COM 0.7%
Value ($000) $981 Shares 4,225 Est. Cost $180.18 Unrealized +21.9%
MA MASTERCARD INC CL A 0.7%
Value ($000) $970 Shares 1,843 Est. Cost $396.22 Unrealized +29.9%
MDLZ MONDELEZ INTERNATIONAL INC 0.7%
Value ($000) $965 Shares 16,157 Est. Cost $67.21 Unrealized -5.4%
DIS WALT DISNEY CO 0.6%
Value ($000) $882 Shares 7,922 Est. Cost $83.44 Unrealized +24.1%
ABBV ABBVIE INC 0.6%
Value ($000) $876 Shares 4,930 Est. Cost $135.33 Unrealized +31.1%
XLB S&P SPDR MATERIALS 0.6%
Value ($000) $860 Shares 10,222 Est. Cost $79.16 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.6%
Value ($000) $848 Shares 1,677 Est. Cost $548.30 Unrealized +0.8%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $835 Shares 20,891 Est. Cost $28.99 Unrealized +35.9%
KO COCA COLA COMPANY 0.6%
Value ($000) $832 Shares 13,363 Est. Cost $55.72 Unrealized +13.2%
MDT MEDTRONIC PLC 0.6%
Value ($000) $829 Shares 10,374 Est. Cost $77.80 Unrealized +7.8%
SNY SANOFI ADR 0.6%
Value ($000) $819 Shares 16,985 Est. Cost $53.25 Unrealized
XLY S&P CONSUMER DISCRETIONARY 0.6%
Value ($000) $808 Shares 3,601 Est. Cost $199.54 Unrealized
UNP UNION PACIFIC CORPORATION 0.5%
Value ($000) $771 Shares 3,383 Est. Cost $234.64 Unrealized -1.9%
IWM ISHARES RUSSELL 2000 0.5%
Value ($000) $768 Shares 3,478 Est. Cost $203.88 Unrealized
XLRE SELECT SECTOR SPDR TR REAL ESTATE 0.5%
Value ($000) $717 Shares 17,632 Est. Cost $40.60 Unrealized
IWC ISHARES MICRO CAP INDEX 0.5%
Value ($000) $715 Shares 5,485 Est. Cost $109.25 Unrealized
MMM 3 M CO 0.5%
Value ($000) $691 Shares 5,350 Est. Cost $79.56 Unrealized +61.4%
T AT&T INC 0.5%
Value ($000) $688 Shares 30,238 Est. Cost $13.37 Unrealized +60.9%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.5%
Value ($000) $687 Shares 4,432 Est. Cost $145.94 Unrealized
CVS CVS HEALTH CORPORATION 0.5%
Value ($000) $670 Shares 14,923 Est. Cost $64.57 Unrealized -16.9%
OMC OMNICOM GROUP INC COM 0.5%
Value ($000) $657 Shares 7,640 Est. Cost $75.86 Unrealized +25.1%
SBUX STARBUCKS CORPORATION 0.4%
Value ($000) $641 Shares 7,030 Est. Cost $92.31 Unrealized +1.8%
NVS NOVARTIS AG SPONS 0.4%
Value ($000) $636 Shares 6,538 Est. Cost $101.86 Unrealized
IFF INTERNATIONAL FLAVORS & FRAGRANCES INC 0.4%
Value ($000) $612 Shares 7,242 Est. Cost $68.77 Unrealized +33.0%
WTRG ESSENTIAL UTILS INC COM 0.4%
Value ($000) $597 Shares 16,446 Est. Cost $38.74 Unrealized +0.2%
PPG PPG INDUSTRIES INC 0.4%
Value ($000) $592 Shares 4,960 Est. Cost $133.03 Unrealized -8.6%
XLU S&P SPDR UTILITIES 0.4%
Value ($000) $569 Shares 7,516 Est. Cost $59.11 Unrealized
RTX RTX CORPORATION 0.4%
Value ($000) $563 Shares 4,865 Est. Cost $111.08 Unrealized +6.5%
KR KROGER CO 0.4%
Value ($000) $562 Shares 9,190 Est. Cost $44.64 Unrealized +28.5%
DE DEERE & CO 0.4%
Value ($000) $550 Shares 1,298 Est. Cost $410.06 Unrealized +1.0%
NKE NIKE INC 0.4%
Value ($000) $531 Shares 7,020 Est. Cost $91.50 Unrealized -16.4%
ADBE ADOBE SYS INC COM 0.3%
Value ($000) $475 Shares 1,069 Est. Cost $524.63 Unrealized -5.6%
EFA ISHARES MSCI EAFE 0.3%
Value ($000) $464 Shares 6,141 Est. Cost $68.92 Unrealized
BA BOEING CO COM 0.3%
Value ($000) $453 Shares 2,562 Est. Cost $218.79 Unrealized -28.3%
AWR AMERICAN STATES WATER CO 0.3%
Value ($000) $452 Shares 5,821 Est. Cost $80.59 Unrealized +0.4%
MRK MERCK & CO INC. 0.3%
Value ($000) $452 Shares 4,545 Est. Cost $99.84 Unrealized -1.1%
LMT LOCKHEED MARTIN CORP COM 0.3%
Value ($000) $431 Shares 887 Est. Cost $415.09 Unrealized +27.0%
HSY HERSHEY FOODS CORP COM 0.3%
Value ($000) $423 Shares 2,500 Est. Cost $186.05 Unrealized -7.1%
GRMN GARMIN LTD 0.3%
Value ($000) $423 Shares 2,050 Est. Cost $100.55 Unrealized +91.4%
DHR DANAHER CORP 0.3%
Value ($000) $412 Shares 1,795 Est. Cost $220.19 Unrealized +10.8%
CRM SALESFORCE INC COM 0.3%
Value ($000) $410 Shares 1,225 Est. Cost $256.77 Unrealized +23.4%
ABT ABBOTT LABS 0.3%
Value ($000) $379 Shares 3,350 Est. Cost $100.45 Unrealized +12.8%
AEP AMERICAN ELEC PWR INC 0.2%
Value ($000) $358 Shares 3,887 Est. Cost $76.78 Unrealized +21.3%
CLX CLOROX COMPANY 0.2%
Value ($000) $358 Shares 2,206 Est. Cost $139.91 Unrealized +12.5%
SCHW CHARLES SCHWAB CORP 0.2%
Value ($000) $357 Shares 4,830 Est. Cost $58.47 Unrealized +26.3%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $357 Shares 2,968 Est. Cost $86.17 Unrealized +39.9%
FDX FEDEX CORP 0.2%
Value ($000) $345 Shares 1,225 Est. Cost $246.77 Unrealized +10.1%
XLP S&P SPDR CONSUMER STAPLES 0.2%
Value ($000) $343 Shares 4,368 Est. Cost $69.17 Unrealized
XLV S&P SPDR SELECT HEALTHCARE 0.2%
Value ($000) $327 Shares 2,379 Est. Cost $130.53 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $318 Shares 2,427 Est. Cost $120.20 Unrealized +8.2%
XLI S&P SPDR INDUSTRIALS 0.2%
Value ($000) $313 Shares 2,379 Est. Cost $101.57 Unrealized
DVN DEVON ENERGY CORP. NEW 0.2%
Value ($000) $311 Shares 9,500 Est. Cost $46.14 Unrealized -21.0%
DUK DUKE ENERGY CORP 0.2%
Value ($000) $298 Shares 2,765 Est. Cost $87.35 Unrealized +24.5%
TGT TARGET CORP 0.2%
Value ($000) $253 Shares 1,875 Est. Cost $116.39 Unrealized +17.4%
SO SOUTHERN CO 0.2%
Value ($000) $230 Shares 2,800 Est. Cost $63.78 Unrealized +32.5%
OXY OCCIDENTAL PETE CORP DEL COM 0.2%
Value ($000) $230 Shares 4,648 Est. Cost $56.36 Unrealized -12.6%
BAC BANK OF AMERICA CORPORATION 0.2%
Value ($000) $227 Shares 5,176 Est. Cost $27.82 Unrealized +54.0%
C CITIGROUP INC 0.2%
Value ($000) $217 Shares 3,090 Est. Cost $40.46 Unrealized +61.6%
UPS UNITED PARCEL SERVICE 0.1%
Value ($000) $210 Shares 1,668 Est. Cost $120.53 Unrealized +1.5%
COF CAPITAL ONE FINL CORP COM 0.1%
Value ($000) $204 Shares 1,145 Est. Cost $103.04 Unrealized +65.6%
LQD ISHARES INV GRADE CORP BOND ETF 0.1%
Value ($000) $199 Shares 1,865 Est. Cost $110.53 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $191 Shares 1,560 Est. Cost $139.37 Unrealized -7.3%
ECL ECOLAB INC COM 0.1%
Value ($000) $179 Shares 765 Est. Cost $178.93 Unrealized +37.2%
GSK GSK PLC SPONSORED ADR 0.1%
Value ($000) $171 Shares 5,045 Est. Cost $36.25 Unrealized
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.1%
Value ($000) $163 Shares 14,310 Est. Cost $14.62 Unrealized
INTC INTEL CORPORATION 0.1%
Value ($000) $153 Shares 7,625 Est. Cost $34.22 Unrealized -34.1%
CTSH COGNIZANT TECHNOLOGY SOLUTIOCL A 0.1%
Value ($000) $150 Shares 1,955 Est. Cost $66.41 Unrealized +15.7%
COP CONOCOPHILLIPS 0.1%
Value ($000) $139 Shares 1,400 Est. Cost $107.88 Unrealized -5.2%
GLD SPDR GOLD TR GOLD SHS 0.1%
Value ($000) $135 Shares 558 Est. Cost $203.82 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $135 Shares 1,182 Est. Cost $103.33 Unrealized +18.1%
YUMC YUM CHINA HLDGS INC 0.1%
Value ($000) $130 Shares 2,700 Est. Cost $55.95 Unrealized -15.2%
ZBH ZIMMER BIOMET HLDGS INC 0.1%
Value ($000) $130 Shares 1,230 Est. Cost $114.52 Unrealized -7.4%
IRM IRON MOUNTAIN INC 0.1%
Value ($000) $130 Shares 1,235 Est. Cost $56.32 Unrealized +100.3%
INTU INTUIT INC 0.1%
Value ($000) $126 Shares 200 Est. Cost $498.82 Unrealized +27.2%
BDX BECTON DICKINSON & CO. 0.1%
Value ($000) $125 Shares 550 Est. Cost $227.63 Unrealized -1.1%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $123 Shares 2,040 Est. Cost $70.40 Unrealized +1.4%
IBM INTERNATIONAL BUSINESS MACH 0.1%
Value ($000) $115 Shares 525 Est. Cost $131.75 Unrealized +64.2%
AVGO BROADCOM INC COM 0.1%
Value ($000) $114 Shares 490 Est. Cost $158.01 Unrealized +15.7%
BMY BRISTOL-MYERS SQUIBB CO. 0.1%
Value ($000) $112 Shares 1,983 Est. Cost $54.16 Unrealized -2.9%
HOOD ROBINHOOD MKTS INC COM CL A 0.1%
Value ($000) $112 Shares 3,000 Est. Cost $11.09 Unrealized +191.1%
KMX CARMAX INC COM 0.1%
Value ($000) $111 Shares 1,359 Est. Cost $80.99 Unrealized -3.0%
DG DOLLAR GENERAL CORP NEW 0.1%
Value ($000) $109 Shares 1,435 Est. Cost $131.29 Unrealized -41.5%
IP INT'L PAPER CO. 0.1%
Value ($000) $108 Shares 2,000 Est. Cost $30.68 Unrealized +67.3%
EFX EQUIFAX INC COM 0.1%
Value ($000) $106 Shares 415 Est. Cost $200.72 Unrealized +32.3%
IFRA ISHARES TR US INFRASTRUC 0.1%
Value ($000) $99 Shares 2,128 Est. Cost $36.59 Unrealized
TMUS T-MOBILE US INC COM 0.1%
Value ($000) $98 Shares 443 Est. Cost $133.84 Unrealized +66.9%
DELL DELL TECHNOLOGIES INC CL C 0.1%
Value ($000) $97 Shares 843 Est. Cost $57.22 Unrealized +115.2%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $95 Shares 405 Est. Cost $205.00 Unrealized +21.2%
NVDA NVIDIA CORP 0.1%
Value ($000) $93 Shares 690 Est. Cost $97.25 Unrealized +41.7%
FANG DIAMONDBACK ENERGY INC COM 0.1%
Value ($000) $92 Shares 560 Est. Cost $144.76 Unrealized +18.1%
NFLX NETFLIX INC 0.1%
Value ($000) $89 Shares 100 Est. Cost $42.39 Unrealized +94.2%
BOIL PROSHARES TR II ULTRA BLOOMBERG 0.1%
Value ($000) $89 Shares 1,593 Est. Cost $55.81 Unrealized
GIS GENERAL MILLS INC 0.1%
Value ($000) $86 Shares 1,352 Est. Cost $64.57 Unrealized -0.7%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $86 Shares 450 Est. Cost $129.05 Unrealized +36.1%
USB U.S. BANCORP 0.1%
Value ($000) $84 Shares 1,750 Est. Cost $41.12 Unrealized +13.4%
EL LAUDER ESTEE COS INC CL A 0.1%
Value ($000) $81 Shares 1,085 Est. Cost $143.95 Unrealized -46.3%
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $81 Shares 2,624 Est. Cost $30.50 Unrealized +0.5%
ITW ILLINOIS TOOL WORKS INC. 0.1%
Value ($000) $79 Shares 310 Est. Cost $237.29 Unrealized +8.4%
MO ALTRIA GROUP INC. 0.1%
Value ($000) $78 Shares 1,501 Est. Cost $37.23 Unrealized +31.1%
EVRG EVERGY INC COM 0.1%
Value ($000) $77 Shares 1,255 Est. Cost $51.21 Unrealized +15.5%
CBSH COMMERCE BANCSHARES INC 0.1%
Value ($000) $77 Shares 1,234 Est. Cost $42.16 Unrealized +40.0%
ETR ENTERGY CORP NEW 0.1%
Value ($000) $76 Shares 1,000 Est. Cost $57.39 Unrealized +21.9%
IDRV ISHARES SELF DRIVING EV AND TECH 0.1%
Value ($000) $75 Shares 2,578 Est. Cost $37.10 Unrealized
Z ZILLOW GROUP 0.1%
Value ($000) $74 Shares 1,000 Est. Cost $51.40 Unrealized +39.1%
REMX VANEK ETF TRUST RARE EARTH/ STRTG 0.0%
Value ($000) $72 Shares 1,840 Est. Cost $46.11 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $71 Shares 121 Est. Cost $576.82 Unrealized
MET METLIFE INC 0.0%
Value ($000) $68 Shares 831 Est. Cost $58.01 Unrealized +39.0%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $67 Shares 5,000 Est. Cost $23.35 Unrealized -50.7%
CMI CUMMINS INC COM 0.0%
Value ($000) $66 Shares 190 Est. Cost $228.57 Unrealized +50.3%
SLV ISHARES SILVER TRUST ISHARES 0.0%
Value ($000) $65 Shares 2,485 Est. Cost $26.43 Unrealized
PROSHARES TR ULTRAPRO SHT QQQ 0.0%
Value ($000) $62 Shares 2,000 Est. Cost $31.13 Unrealized
CHRW C H ROBINSON WORLDWIDE INC COM 0.0%
Value ($000) $62 Shares 600 Est. Cost $94.05 Unrealized +11.5%
TRP TC ENERGY CORP COM 0.0%
Value ($000) $61 Shares 1,312 Est. Cost $32.74 Unrealized +39.2%
WEN WENDYS CO COM 0.0%
Value ($000) $60 Shares 3,679 Est. Cost $20.88 Unrealized -12.6%
HYG ISHARES HIGH YIELD CORPORATEBOND FUND 0.0%
Value ($000) $59 Shares 745 Est. Cost $75.39 Unrealized
SNA SNAP ON INC COM 0.0%
Value ($000) $54 Shares 158 Est. Cost $253.68 Unrealized +29.1%
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $52 Shares 7,000 Est. Cost $7.17 Unrealized +16.3%
XEL XCEL ENERGY INC 0.0%
Value ($000) $52 Shares 765 Est. Cost $55.18 Unrealized +16.7%
CTVA CORTEVA INC COM 0.0%
Value ($000) $52 Shares 905 Est. Cost $51.53 Unrealized +13.4%
UBT PROSHARES TR ULTRA 20YR TRE 0.0%
Value ($000) $51 Shares 3,020 Est. Cost $18.27 Unrealized
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $50 Shares 252 Est. Cost $217.13 Unrealized -2.9%
ALL ALLSTATE CORP 0.0%
Value ($000) $49 Shares 252 Est. Cost $189.83 Unrealized 0.0%
PDD PDD HOLDINGS, INC 0.0%
Value ($000) $48 Shares 500 Est. Cost $134.81 Unrealized
ORLY O'REILLY AUTOMOTIVE, INC 0.0%
Value ($000) $47 Shares 40 Est. Cost $62.73 Unrealized +28.5%
CAG CONAGRA BRANDS INC. COM 0.0%
Value ($000) $47 Shares 1,702 Est. Cost $27.08 Unrealized -2.4%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $44 Shares 600 Est. Cost $72.66 Unrealized -3.7%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $44 Shares 634 Est. Cost $52.19 Unrealized +32.9%
GENERAL AMERN INVS CO INC COM 0.0%
Value ($000) $44 Shares 859 Est. Cost $41.13 Unrealized
VO VANGUARD INDEX FDS MID CAP ETF 0.0%
Value ($000) $40 Shares 150 Est. Cost $208.24 Unrealized
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $38 Shares 580 Est. Cost $60.14 Unrealized +16.4%
OHI OMEGA HEALTHCARE INVS INC COM 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $33.15 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $37.24 Unrealized +0.1%
TPICQ TPI COMPOSITES INC COM 0.0%
Value ($000) $38 Shares 20,000 Est. Cost $3.57 Unrealized -22.2%
FTV FORTIVE CORP COM 0.0%
Value ($000) $37 Shares 490 Est. Cost $56.92 Unrealized +0.3%
MPC MARATHON PETE CORP 0.0%
Value ($000) $36 Shares 260 Est. Cost $132.62 Unrealized +12.2%
IWO ISHARES RUSSELL 2000 GROWTH INDEX FND 0.0%
Value ($000) $35 Shares 123 Est. Cost $224.15 Unrealized
SHYFT GROUP INC COM 0.0%
Value ($000) $35 Shares 3,000 Est. Cost $14.97 Unrealized
VONE VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 0.0%
Value ($000) $35 Shares 130 Est. Cost $260.07 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $34 Shares 640 Est. Cost $44.04 Unrealized +22.7%
SUNNOVA ENERGY INTL INC. COM 0.0%
Value ($000) $34 Shares 10,000 Est. Cost $5.58 Unrealized
WESTERN ASSET EMRG MKT DEBT COM 0.0%
Value ($000) $34 Shares 3,531 Est. Cost $8.30 Unrealized
EQBK EQUITY BANCSHARES 0.0%
Value ($000) $34 Shares 800 Est. Cost $24.17 Unrealized +80.4%
DOW DOW INC COM 0.0%
Value ($000) $34 Shares 837 Est. Cost $46.31 Unrealized -7.3%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $33 Shares 180 Est. Cost $210.79 Unrealized -5.9%
HBAN HUNTINGTON BANCSHARES INC . 0.0%
Value ($000) $33 Shares 2,000 Est. Cost $13.43 Unrealized +17.0%
IVE I SHARE S&P 500 VALUE INDEX FUND 0.0%
Value ($000) $31 Shares 163 Est. Cost $153.83 Unrealized
VYMI VANGUARD WHITEHALL FDS INTL HIGH ETF 0.0%
Value ($000) $31 Shares 450 Est. Cost $68.46 Unrealized
TSCO TRACTOR SUPPLY 0.0%
Value ($000) $30 Shares 570 Est. Cost $52.66 Unrealized +5.3%
AMD ADVANCED MICRO DEVICES INC. 0.0%
Value ($000) $30 Shares 250 Est. Cost $108.55 Unrealized +32.5%
EOG EOG RES INC COM 0.0%
Value ($000) $30 Shares 245 Est. Cost $117.17 Unrealized +5.3%
EXE CHESAPEAKE ENERGY CORP COM 0.0%
Value ($000) $30 Shares 300 Est. Cost $77.16 Unrealized +15.7%
FMDE FIDELITY ENHANCED MIDCAP ETF 0.0%
Value ($000) $29 Shares 898 Est. Cost $32.14 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $29 Shares 900 Est. Cost $30.58 Unrealized +10.1%
BAB INVESCO TAXABLE MUNICIPAL BOND ETF 0.0%
Value ($000) $29 Shares 1,095 Est. Cost $27.14 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $28 Shares 135 Est. Cost $175.00 Unrealized +34.0%
ANDE THE ANDERSONS INC 0.0%
Value ($000) $28 Shares 700 Est. Cost $46.15 Unrealized -1.8%
OKE ONEOK INC. 0.0%
Value ($000) $28 Shares 280 Est. Cost $57.97 Unrealized +67.1%
RMNI RIMINI STR INC DEL COM 0.0%
Value ($000) $27 Shares 10,000 Est. Cost $3.04 Unrealized -32.8%
IEFA ISHARES TR CORE MSCI EAFE 0.0%
Value ($000) $26 Shares 375 Est. Cost $68.75 Unrealized
MNST MONSTER BEVERAGE 0.0%
Value ($000) $26 Shares 500 Est. Cost $56.82 Unrealized -6.7%
LH LABCORP HOLDINGS INC COM SHS 0.0%
Value ($000) $26 Shares 113 Est. Cost $199.50 Unrealized +13.5%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $25 Shares 331 Est. Cost $29.88 Unrealized +13.2%
MS MORGAN STANLEY 0.0%
Value ($000) $25 Shares 200 Est. Cost $119.51 Unrealized 0.0%
EXCHANGE TRADED CONCEPTS TR BITWISE CRYPTO 0.0%
Value ($000) $24 Shares 1,422 Est. Cost $8.73 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value ($000) $24 Shares 872 Est. Cost $28.75 Unrealized -1.6%
F FORD MOTOR CO 0.0%
Value ($000) $23 Shares 2,315 Est. Cost $11.09 Unrealized -11.0%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $22 Shares 180 Est. Cost $91.16 Unrealized +30.6%
NIO NIO LIMITED 0.0%
Value ($000) $22 Shares 5,100 Est. Cost $9.04 Unrealized
PUTNAM PREMIER INCOME TR SH BEN INT 0.0%
Value ($000) $22 Shares 6,241 Est. Cost $3.34 Unrealized
GLW CORNING INC 0.0%
Value ($000) $21 Shares 450 Est. Cost $30.70 Unrealized +51.0%
CP CANADIAN PACIFIC KANSAS CITYCOM 0.0%
Value ($000) $21 Shares 288 Est. Cost $78.01 Unrealized -2.0%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $21 Shares 120 Est. Cost $86.63 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $21 Shares 2,540 Est. Cost $3.96 Unrealized
BEN FRANKLIN RES INC COM 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $23.60 Unrealized -17.0%
XMHQ INVESCO EXCHANGE TRADED FD TS&P MDCP QUALITY 0.0%
Value ($000) $20 Shares 199 Est. Cost $110.05 Unrealized
COO COOPER COS INC COM 0.0%
Value ($000) $17 Shares 180 Est. Cost $97.33 Unrealized +4.7%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $16 Shares 800 Est. Cost $17.66 Unrealized +14.2%
KELLANOVA 0.0%
Value ($000) $16 Shares 200 Est. Cost $54.90 Unrealized +42.4%
SWK STANLEY BLACK & DECKER INC. COM 0.0%
Value ($000) $16 Shares 200 Est. Cost $84.15 Unrealized +4.6%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $16 Shares 234 Est. Cost $96.60 Unrealized -24.8%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $15 Shares 1,465 Est. Cost $12.48 Unrealized -25.5%
ETHA ISHARES ETHEREUM ETF 0.0%
Value ($000) $15 Shares 605 Est. Cost $21.57 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $14 Shares 1,156 Est. Cost $9.34 Unrealized +24.6%
IHAK ISHARES TR CYBERSECURITY 0.0%
Value ($000) $14 Shares 284 Est. Cost $40.91 Unrealized
OXY/WS OCCIDENTAL PETE CORP WRNTS 03AUG27 0.0%
Value ($000) $14 Shares 500 Est. Cost $43.25 Unrealized
XAR SPDR SER TR AEROSPACE DEF 0.0%
Value ($000) $13 Shares 81 Est. Cost $135.42 Unrealized
KCE SPDR SER TR S&P CAP MKTS 0.0%
Value ($000) $13 Shares 95 Est. Cost $110.55 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $13 Shares 170 Est. Cost $67.04 Unrealized +10.3%
SMH VANECK ETF TRUST SEMICONDUCTR ETF 0.0%
Value ($000) $13 Shares 52 Est. Cost $224.98 Unrealized
LIN LINDE PLC SHS 0.0%
Value ($000) $13 Shares 30 Est. Cost $369.03 Unrealized +21.6%
KIE SPDR SER TR S&P INS ETF 0.0%
Value ($000) $12 Shares 220 Est. Cost $43.09 Unrealized
NWL NEWELL RUBBERMAID INC COM 0.0%
Value ($000) $12 Shares 1,207 Est. Cost $8.96 Unrealized -4.6%
TMO THERMO FISHER SCIENTIFIC INCCOM 0.0%
Value ($000) $12 Shares 23 Est. Cost $528.90 Unrealized +3.5%
CFFN CAPITOL FED FINL INC COM 0.0%
Value ($000) $12 Shares 2,000 Est. Cost $5.07 Unrealized +16.2%
RCAT RED CAT HOLDINGS INC COM 0.0%
Value ($000) $12 Shares 900 Est. Cost $2.38 Unrealized +156.5%
BUZZ VANECK ETF TRUST SOCIAL SENTIMENT 0.0%
Value ($000) $11 Shares 435 Est. Cost $21.48 Unrealized
IBIT ISHARES BITCOIN TR SHS 0.0%
Value ($000) $11 Shares 200 Est. Cost $36.13 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOINSHS 0.0%
Value ($000) $11 Shares 130 Est. Cost $55.52 Unrealized
HLN HALEON PLC NPV 0.0%
Value ($000) $10 Shares 1,100 Est. Cost $8.33 Unrealized
ENR ENERGIZER HLDGS INC NEW COM 0.0%
Value ($000) $10 Shares 300 Est. Cost $30.54 Unrealized +5.8%
VOD VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 0.0%
Value ($000) $10 Shares 1,200 Est. Cost $10.02 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $10 Shares 100 Est. Cost $64.89 Unrealized +40.6%
ITB ISHARES TR US HOME CONS ETF 0.0%
Value ($000) $10 Shares 94 Est. Cost $86.02 Unrealized
SCHI SCHWAB CORP BD ETF 0.0%
Value ($000) $10 Shares 440 Est. Cost $34.10 Unrealized
OGS ONE GAS INC 0.0%
Value ($000) $10 Shares 140 Est. Cost $75.57 Unrealized -3.4%
LQDI ISHARES CORP BD ETF 0.0%
Value ($000) $10 Shares 375 Est. Cost $26.80 Unrealized
CGW INVESCO S&P GLOBAL WATER INDEX ETF 0.0%
Value ($000) $9 Shares 170 Est. Cost $55.29 Unrealized
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $9.44 Unrealized
VUG VANGUARD INDEX FDS GROWTH ETF 0.0%
Value ($000) $9 Shares 22 Est. Cost $344.18 Unrealized
ED CONSOLIDATED EDISON 0.0%
Value ($000) $9 Shares 100 Est. Cost $83.89 Unrealized +13.0%
XMMO INVESCO EXCHANGE TRADED FD TS&P MDCP MOMNTUM 0.0%
Value ($000) $8 Shares 67 Est. Cost $114.85 Unrealized
ESG FLEXSHARES TR STOX US ESG SLCT 0.0%
Value ($000) $8 Shares 60 Est. Cost $126.57 Unrealized
VERS PROSHARES TR METAVERSE ETF 0.0%
Value ($000) $8 Shares 165 Est. Cost $35.12 Unrealized
GRID FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE 0.0%
Value ($000) $8 Shares 65 Est. Cost $93.88 Unrealized
IWB ISHARES TR RUS 1000 ETF 0.0%
Value ($000) $7 Shares 23 Est. Cost $234.87 Unrealized
HDV ISHARES TR CORE HIGH DV ETF 0.0%
Value ($000) $7 Shares 66 Est. Cost $101.98 Unrealized
NLR VANECK ETF TRUST URANIUM AND NUCL 0.0%
Value ($000) $7 Shares 90 Est. Cost $81.33 Unrealized
RSPU EQUAL WEIGHT UTL ETF 0.0%
Value ($000) $7 Shares 110 Est. Cost $68.70 Unrealized
LRCX LAM RESEARCH CORP COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $74.98 Unrealized 0.0%
IBDR ISHARES TR IBONDS DEC26 ETF 0.0%
Value ($000) $7 Shares 300 Est. Cost $23.33 Unrealized
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $7 Shares 196 Est. Cost $30.81 Unrealized +19.8%
GDX VANECK VECTORS ETF TR GOLD MINERS ETF 0.0%
Value ($000) $7 Shares 210 Est. Cost $39.81 Unrealized
SWBI SMITH & WESSON BRANDS INC COM 0.0%
Value ($000) $7 Shares 700 Est. Cost $12.49 Unrealized +0.3%
DTEC ALPS ETF TR DISRUPTIVE TECH 0.0%
Value ($000) $7 Shares 155 Est. Cost $35.42 Unrealized
ADAM NEW YORK M COM 0.0%
Value ($000) $7 Shares 1,125 Est. Cost $8.49 Unrealized
WELL WELLTOWER INC COM 0.0%
Value ($000) $6 Shares 50 Est. Cost $87.18 Unrealized +47.6%
IWR ISHARES TR RUS MID CAP ETF 0.0%
Value ($000) $6 Shares 71 Est. Cost $77.72 Unrealized
HOG HARLEY DAVIDSON INC. 0.0%
Value ($000) $6 Shares 200 Est. Cost $33.12 Unrealized 0.0%
TRIN TRINITY CAP INC COM 0.0%
Value ($000) $6 Shares 400 Est. Cost $11.23 Unrealized +3.6%
IEMG ISHARES INC CORE MSCI EMKT 0.0%
Value ($000) $6 Shares 110 Est. Cost $50.57 Unrealized
KNTK KINETIK HOLDINGS INC COM NEW CL A 0.0%
Value ($000) $6 Shares 100 Est. Cost $43.26 Unrealized +25.0%
VOE VANGUARD INDEX FDS MCAP VL IDXVIP 0.0%
Value ($000) $6 Shares 35 Est. Cost $145.00 Unrealized
WALGREENS BOOTS ALLIANCE INCCOM 0.0%
Value ($000) $6 Shares 600 Est. Cost $22.23 Unrealized
GABELLI UTIL TR COM 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $5.30 Unrealized
BTG B2GOLD CORP 0.0%
Value ($000) $5 Shares 2,000 Est. Cost $2.72 Unrealized +5.6%
NEM NEWMONT MINING CORP 0.0%
Value ($000) $5 Shares 130 Est. Cost $38.55 Unrealized +15.8%
IBDS ISHARES TR IBONDS DEC27 ETF 0.0%
Value ($000) $5 Shares 200 Est. Cost $23.13 Unrealized
AEE AMEREN CORP COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $76.79 Unrealized +12.7%
BYRN BYRNA TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 142 Est. Cost $3.57 Unrealized +449.0%
TSLA TESLA MOTORS 0.0%
Value ($000) $4 Shares 10 Est. Cost $321.74 Unrealized 0.0%
PFG PRINCIPAL FINANCIAL GROUP INCOM 0.0%
Value ($000) $4 Shares 50 Est. Cost $71.08 Unrealized +13.5%
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $6.33 Unrealized -16.1%
PDYN PALLADYNE AI CORP 0.0%
Value ($000) $4 Shares 300 Est. Cost $3.49 Unrealized 0.0%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $4 Shares 243 Est. Cost $18.55 Unrealized -15.1%
CC CHEMOURS CO 0.0%
Value ($000) $3 Shares 205 Est. Cost $31.21 Unrealized -40.4%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $3 Shares 40 Est. Cost $106.10 Unrealized
GE GE AEROSPACE 0.0%
Value ($000) $3 Shares 20 Est. Cost $88.66 Unrealized +99.8%
JOHN HANCOCK PREFERRED INCOME FUND 0.0%
Value ($000) $3 Shares 200 Est. Cost $16.62 Unrealized
HL HECLA MINING COMPANY (HOLDING COMPANY) 0.0%
Value ($000) $3 Shares 650 Est. Cost $5.14 Unrealized +15.8%
BBP ETFIS SER TR I VIRTUS LIFESC BT 0.0%
Value ($000) $3 Shares 49 Est. Cost $50.02 Unrealized
KNF KNIFE RIVER CORP COMMON STOCK 0.0%
Value ($000) $3 Shares 28 Est. Cost $70.17 Unrealized +39.3%
LITHIUM AMERICAS ARGENTINA CCOM SHS 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $3.20 Unrealized
KEY KEYCORP COM 0.0%
Value ($000) $3 Shares 150 Est. Cost $10.68 Unrealized +59.1%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $2 Shares 55 Est. Cost $54.41 Unrealized -25.6%
MDU MDU RESOURCES GROUP INC 0.0%
Value ($000) $2 Shares 112 Est. Cost $13.65 Unrealized +23.9%
SITIO ROYALTIES CORP NEW NPV 0.0%
Value ($000) $2 Shares 100 Est. Cost $24.20 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD ADR 0.0%
Value ($000) $2 Shares 87 Est. Cost $10.20 Unrealized
GEV GE VERNOVA INC COM 0.0%
Value ($000) $2 Shares 5 Est. Cost $191.56 Unrealized +62.8%
DXCM DEXCOM INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $112.73 Unrealized -34.3%
CMG CHIPOTLE MEXICAN GRILL 0.0%
Value ($000) $1 Shares 20 Est. Cost $55.35 Unrealized +8.9%
MRNA MODERNA INC COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $113.25 Unrealized -57.8%
EU ENCORE ENERGY CORP COM NEW 0.0%
Value ($000) $1 Shares 300 Est. Cost $4.24 Unrealized -11.1%
UEC URANIUM ENERGY CORP 0.0%
Value ($000) $1 Shares 150 Est. Cost $5.42 Unrealized +41.1%
UNITI GROUP INC COM 0.0%
Value ($000) $1 Shares 106 Est. Cost $5.63 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES ICOMMON STOCK 0.0%
Value ($000) $1 Shares 7 Est. Cost $72.48 Unrealized +17.1%
AVA AVISTA CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $31.62 Unrealized +12.0%
PLUG PLUG POWER INC. NEW 0.0%
Value ($000) $0 Shares 158 Est. Cost $9.77 Unrealized -77.7%
SIRI SIRIUS XM HLDGS INC NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost $31.06 Unrealized -17.9%
ATXG ADDENTAX GROUP CORP COM 0.0%
Value ($000) $0 Shares 350 Est. Cost $2.79 Unrealized -77.2%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $0 Shares 5 Est. Cost $14.83 Unrealized +96.3%
CARM CARISMA THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 250 Est. Cost $6.33 Unrealized -87.0%
BLDP BALLARD POWER SYSTEMS INC NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost $4.29 Unrealized -63.7%
SLNH SOLUNA HOLDINGS INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $4.51 Unrealized -26.6%