Peoples Bank/KS Diversified Active

CIK: 0001998269 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 8, 2025

Total Value ($000): $147,458 (100.0% shares, 0.0% debt)

Holdings (332)

BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 7.4%
Value ($000) $10,920 Shares 20,505 Est. Cost $354.77 Unrealized +37.0%
MSFT MICROSOFT CORPORATION 4.8%
Value ($000) $7,108 Shares 18,937 Est. Cost $324.59 Unrealized +24.8%
AAPL APPLE INC 3.1%
Value ($000) $4,590 Shares 20,662 Est. Cost $182.38 Unrealized +26.5%
QQQ INVESCO QQQ TRUST 2.7%
Value ($000) $4,034 Shares 8,602 Est. Cost $368.98 Unrealized
PFF ISHARES TR U.S. PFD STK ETF 2.7%
Value ($000) $3,983 Shares 129,665 Est. Cost $30.14 Unrealized
XOM EXXON MOBIL CORP 2.6%
Value ($000) $3,868 Shares 32,522 Est. Cost $101.86 Unrealized +5.2%
MCD MCDONALDS CORP 2.4%
Value ($000) $3,529 Shares 11,297 Est. Cost $269.51 Unrealized +8.7%
WMB WILLIAMS COS INC DEL COM 2.2%
Value ($000) $3,275 Shares 54,809 Est. Cost $30.87 Unrealized +79.6%
JPM JP MORGAN CHASE & CO 2.1%
Value ($000) $3,039 Shares 12,387 Est. Cost $142.31 Unrealized +76.3%
WFC WELLS FARGO & CO 2.1%
Value ($000) $3,033 Shares 42,254 Est. Cost $40.69 Unrealized +81.1%
PEP PEPSICO INC 2.1%
Value ($000) $3,027 Shares 20,188 Est. Cost $167.15 Unrealized -14.2%
GOOGL ALPHABET INC 2.0%
Value ($000) $2,993 Shares 19,358 Est. Cost $129.85 Unrealized +39.2%
WMT WAL-MART STORES INC 1.7%
Value ($000) $2,576 Shares 29,339 Est. Cost $55.17 Unrealized +68.5%
XLE S&P SPDR SELECT ENERGY 1.5%
Value ($000) $2,235 Shares 23,922 Est. Cost $91.46 Unrealized
AMZN AMAZON.COM INC 1.5%
Value ($000) $2,166 Shares 11,387 Est. Cost $135.82 Unrealized +59.8%
SPY SPDR S&P 500 ETF 1.4%
Value ($000) $2,115 Shares 3,781 Est. Cost $427.47 Unrealized
LOW LOWE'S COMPANIES INC 1.4%
Value ($000) $2,096 Shares 8,986 Est. Cost $215.24 Unrealized +12.5%
GD GENERAL DYNAMICS CORP 1.4%
Value ($000) $2,056 Shares 7,542 Est. Cost $211.15 Unrealized +21.2%
DVY ISHARES SELECT DIVIDEND INDX 1.3%
Value ($000) $1,985 Shares 14,781 Est. Cost $109.48 Unrealized
VOO VANGUARD S&P 500 INDEX ETF 1.3%
Value ($000) $1,949 Shares 3,793 Est. Cost $392.70 Unrealized
HD HOME DEPOT INC 1.3%
Value ($000) $1,931 Shares 5,270 Est. Cost $352.64 Unrealized +8.0%
V VISA INC 1.2%
Value ($000) $1,814 Shares 5,175 Est. Cost $236.17 Unrealized +42.4%
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $1,784 Shares 10,759 Est. Cost $153.28 Unrealized -0.5%
PG PROCTER & GAMBLE COMPANY 1.2%
Value ($000) $1,775 Shares 10,417 Est. Cost $144.12 Unrealized +13.8%
CVX CHEVRON CORP 1.2%
Value ($000) $1,769 Shares 10,573 Est. Cost $145.58 Unrealized +3.4%
XLF S&P SPDR SELECT FINANCIALS 1.2%
Value ($000) $1,735 Shares 34,835 Est. Cost $36.93 Unrealized
ENB ENBRIDGE INC 1.1%
Value ($000) $1,663 Shares 37,522 Est. Cost $30.38 Unrealized +36.3%
META META PLATFORMS INC 1.1%
Value ($000) $1,622 Shares 2,814 Est. Cost $299.21 Unrealized +115.0%
ELV ELEVANCE HEALTH INC COM 1.1%
Value ($000) $1,604 Shares 3,689 Est. Cost $436.66 Unrealized -9.7%
NEE NEXTERA ENERGY INC 1.0%
Value ($000) $1,501 Shares 21,177 Est. Cost $64.50 Unrealized +6.5%
XLK S&P SPDR TECHNOLOGY SBI INT-TECH 1.0%
Value ($000) $1,416 Shares 6,858 Est. Cost $191.54 Unrealized
ADI ANALOG DEVICES, INC 0.9%
Value ($000) $1,395 Shares 6,915 Est. Cost $220.13 Unrealized -3.3%
COR CENCORA, INC COM 0.9%
Value ($000) $1,353 Shares 4,865 Est. Cost $229.65 Unrealized +8.7%
ORCL ORACLE CORPORATION 0.9%
Value ($000) $1,340 Shares 9,585 Est. Cost $112.78 Unrealized +43.3%
MCK MCKESSON CORPORATION 0.9%
Value ($000) $1,329 Shares 1,975 Est. Cost $416.71 Unrealized +47.8%
CMCSA COMCAST CORP 0.9%
Value ($000) $1,282 Shares 34,745 Est. Cost $41.45 Unrealized -15.5%
HYG ISHARES HIGH YIELD CORPORATEBOND FUND 0.9%
Value ($000) $1,266 Shares 16,045 Est. Cost $78.72 Unrealized
CSCO CISCO SYSTEMS INC 0.8%
Value ($000) $1,160 Shares 18,797 Est. Cost $46.78 Unrealized +28.5%
MA MASTERCARD INC CL A 0.8%
Value ($000) $1,109 Shares 2,023 Est. Cost $409.20 Unrealized +32.5%
BK BANK NEW YORK MELLON CORP COM 0.7%
Value ($000) $1,083 Shares 12,917 Est. Cost $41.82 Unrealized +97.4%
MDLZ MONDELEZ INTERNATIONAL INC 0.7%
Value ($000) $1,083 Shares 15,957 Est. Cost $67.21 Unrealized -11.1%
DIA SPDR DOW JONES INDUSTRIAL AVE ETF TRUST 0.7%
Value ($000) $1,069 Shares 2,546 Est. Cost $334.94 Unrealized
CME CME GROUP INC COM 0.7%
Value ($000) $1,068 Shares 4,025 Est. Cost $180.18 Unrealized +34.5%
ABBV ABBVIE INC 0.7%
Value ($000) $994 Shares 4,745 Est. Cost $135.33 Unrealized +39.9%
CVS CVS HEALTH CORPORATION 0.7%
Value ($000) $994 Shares 14,673 Est. Cost $64.57 Unrealized -10.2%
PFE PFIZER INC 0.7%
Value ($000) $984 Shares 38,813 Est. Cost $29.99 Unrealized -17.6%
TSM TAIWAN SEMICONDUCTOR MFG CO 0.7%
Value ($000) $967 Shares 5,825 Est. Cost $86.90 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $948 Shares 20,896 Est. Cost $28.99 Unrealized +36.5%
KO COCA COLA COMPANY 0.6%
Value ($000) $944 Shares 13,183 Est. Cost $55.72 Unrealized +16.6%
SNY SANOFI ADR 0.6%
Value ($000) $939 Shares 16,935 Est. Cost $53.25 Unrealized
HON HONEYWELL INT'L INC. 0.6%
Value ($000) $937 Shares 4,427 Est. Cost $188.34 Unrealized +5.3%
EFA ISHARES MSCI EAFE 0.6%
Value ($000) $933 Shares 11,416 Est. Cost $74.83 Unrealized
MDT MEDTRONIC PLC 0.6%
Value ($000) $912 Shares 10,149 Est. Cost $77.80 Unrealized +12.4%
XLB S&P SPDR MATERIALS 0.6%
Value ($000) $879 Shares 10,222 Est. Cost $79.16 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.6%
Value ($000) $878 Shares 1,677 Est. Cost $548.30 Unrealized -8.9%
T AT&T INC 0.5%
Value ($000) $806 Shares 28,518 Est. Cost $13.37 Unrealized +82.1%
DIS WALT DISNEY CO 0.5%
Value ($000) $800 Shares 8,102 Est. Cost $83.95 Unrealized +26.6%
UNP UNION PACIFIC CORPORATION 0.5%
Value ($000) $795 Shares 3,367 Est. Cost $234.64 Unrealized +0.4%
MMM 3 M CO 0.5%
Value ($000) $786 Shares 5,350 Est. Cost $79.56 Unrealized +81.7%
XLRE SELECT SECTOR SPDR TR REAL ESTATE 0.5%
Value ($000) $738 Shares 17,632 Est. Cost $40.60 Unrealized
NVS NOVARTIS AG SPONS 0.5%
Value ($000) $729 Shares 6,538 Est. Cost $101.86 Unrealized
DVN DEVON ENERGY CORP. NEW 0.5%
Value ($000) $689 Shares 18,425 Est. Cost $40.54 Unrealized -14.7%
SBUX STARBUCKS CORPORATION 0.5%
Value ($000) $680 Shares 6,935 Est. Cost $92.31 Unrealized +9.4%
RTX RTX CORPORATION 0.4%
Value ($000) $623 Shares 4,705 Est. Cost $111.08 Unrealized +12.3%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.4%
Value ($000) $623 Shares 4,197 Est. Cost $145.94 Unrealized
OMC OMNICOM GROUP INC COM 0.4%
Value ($000) $620 Shares 7,480 Est. Cost $75.86 Unrealized +6.3%
WTRG ESSENTIAL UTILS INC COM 0.4%
Value ($000) $619 Shares 15,656 Est. Cost $38.74 Unrealized -5.2%
KR KROGER CO 0.4%
Value ($000) $615 Shares 9,090 Est. Cost $44.64 Unrealized +39.5%
XLU S&P SPDR UTILITIES 0.4%
Value ($000) $595 Shares 7,546 Est. Cost $59.11 Unrealized
IFF INTERNATIONAL FLAVORS & FRAGRANCES INC 0.4%
Value ($000) $541 Shares 6,967 Est. Cost $68.77 Unrealized +17.3%
GLD SPDR GOLD TR GOLD SHS 0.4%
Value ($000) $540 Shares 1,873 Est. Cost $263.00 Unrealized
PPG PPG INDUSTRIES INC 0.4%
Value ($000) $531 Shares 4,860 Est. Cost $133.03 Unrealized -15.4%
CAT CATERPILLAR INC 0.4%
Value ($000) $529 Shares 1,603 Est. Cost $314.77 Unrealized +11.8%
XLP S&P SPDR CONSUMER STAPLES 0.4%
Value ($000) $523 Shares 6,398 Est. Cost $73.13 Unrealized
ADBE ADOBE SYS INC COM 0.3%
Value ($000) $464 Shares 1,209 Est. Cost $513.54 Unrealized -16.5%
AWR AMERICAN STATES WATER CO 0.3%
Value ($000) $458 Shares 5,821 Est. Cost $80.59 Unrealized -8.6%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $455 Shares 2,868 Est. Cost $86.17 Unrealized +59.0%
ABT ABBOTT LABS 0.3%
Value ($000) $447 Shares 3,369 Est. Cost $100.45 Unrealized +24.9%
GRMN GARMIN LTD 0.3%
Value ($000) $445 Shares 2,050 Est. Cost $100.55 Unrealized +111.7%
IWC ISHARES MICRO CAP INDEX 0.3%
Value ($000) $444 Shares 4,000 Est. Cost $109.25 Unrealized
BA BOEING CO COM 0.3%
Value ($000) $440 Shares 2,582 Est. Cost $218.79 Unrealized -20.9%
NKE NIKE INC 0.3%
Value ($000) $433 Shares 6,820 Est. Cost $91.50 Unrealized -21.3%
NVDA NVIDIA CORP 0.3%
Value ($000) $431 Shares 3,973 Est. Cost $121.59 Unrealized +4.2%
HSY HERSHEY FOODS CORP COM 0.3%
Value ($000) $428 Shares 2,500 Est. Cost $186.05 Unrealized -14.4%
LMT LOCKHEED MARTIN CORP COM 0.3%
Value ($000) $403 Shares 902 Est. Cost $415.64 Unrealized +7.9%
DHR DANAHER CORP 0.3%
Value ($000) $392 Shares 1,910 Est. Cost $219.99 Unrealized -1.4%
MRK MERCK & CO INC. 0.3%
Value ($000) $390 Shares 4,345 Est. Cost $99.84 Unrealized -9.7%
SCHW CHARLES SCHWAB CORP 0.3%
Value ($000) $377 Shares 4,820 Est. Cost $58.47 Unrealized +32.8%
AEP AMERICAN ELEC PWR INC 0.2%
Value ($000) $365 Shares 3,337 Est. Cost $76.78 Unrealized +28.2%
IWM ISHARES RUSSELL 2000 0.2%
Value ($000) $364 Shares 1,823 Est. Cost $203.88 Unrealized
CRM SALESFORCE INC COM 0.2%
Value ($000) $355 Shares 1,324 Est. Cost $260.67 Unrealized +18.5%
XLV S&P SPDR SELECT HEALTHCARE 0.2%
Value ($000) $347 Shares 2,379 Est. Cost $130.53 Unrealized
CLX CLOROX COMPANY 0.2%
Value ($000) $325 Shares 2,206 Est. Cost $139.91 Unrealized +5.8%
XLI S&P SPDR INDUSTRIALS 0.2%
Value ($000) $312 Shares 2,379 Est. Cost $101.57 Unrealized
PAVE GLOBAL X FDS US INFR DEV ETF 0.2%
Value ($000) $302 Shares 8,010 Est. Cost $39.48 Unrealized
FDX FEDEX CORP 0.2%
Value ($000) $299 Shares 1,225 Est. Cost $246.77 Unrealized +2.8%
COP CONOCOPHILLIPS 0.2%
Value ($000) $293 Shares 2,790 Est. Cost $102.36 Unrealized -5.4%
XLY S&P CONSUMER DISCRETIONARY 0.2%
Value ($000) $289 Shares 1,466 Est. Cost $199.54 Unrealized
DUK DUKE ENERGY CORP 0.2%
Value ($000) $287 Shares 2,349 Est. Cost $87.35 Unrealized +26.6%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $274 Shares 1,927 Est. Cost $120.20 Unrealized +8.0%
SO SOUTHERN CO 0.2%
Value ($000) $257 Shares 2,800 Est. Cost $63.78 Unrealized +31.9%
C CITIGROUP INC 0.1%
Value ($000) $219 Shares 3,090 Est. Cost $40.46 Unrealized +84.2%
BAC BANK OF AMERICA CORPORATION 0.1%
Value ($000) $216 Shares 5,176 Est. Cost $27.82 Unrealized +56.8%
DE DEERE & CO 0.1%
Value ($000) $215 Shares 458 Est. Cost $410.06 Unrealized +12.5%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $206 Shares 1,560 Est. Cost $139.37 Unrealized -7.2%
COF CAPITAL ONE FINL CORP COM 0.1%
Value ($000) $205 Shares 1,145 Est. Cost $103.04 Unrealized +81.3%
LLY ELI LILLY & CO COM 0.1%
Value ($000) $204 Shares 247 Est. Cost $826.69 Unrealized 0.0%
TGT TARGET CORP 0.1%
Value ($000) $196 Shares 1,875 Est. Cost $116.39 Unrealized +3.3%
GSK GSK PLC SPONSORED ADR 0.1%
Value ($000) $195 Shares 5,045 Est. Cost $36.25 Unrealized
ECL ECOLAB INC COM 0.1%
Value ($000) $194 Shares 765 Est. Cost $178.93 Unrealized +39.5%
UPS UNITED PARCEL SERVICE 0.1%
Value ($000) $183 Shares 1,668 Est. Cost $120.53 Unrealized -6.5%
PSX PHILLIPS 66 0.1%
Value ($000) $168 Shares 1,364 Est. Cost $105.45 Unrealized +13.1%
DG DOLLAR GENERAL CORP NEW 0.1%
Value ($000) $164 Shares 1,860 Est. Cost $118.28 Unrealized -37.1%
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.1%
Value ($000) $163 Shares 14,310 Est. Cost $14.62 Unrealized
IBM INTERNATIONAL BUSINESS MACH 0.1%
Value ($000) $152 Shares 612 Est. Cost $147.06 Unrealized +62.8%
CTSH COGNIZANT TECHNOLOGY SOLUTIOCL A 0.1%
Value ($000) $150 Shares 1,955 Est. Cost $66.41 Unrealized +20.8%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $149 Shares 2,040 Est. Cost $70.40 Unrealized +2.3%
OXY OCCIDENTAL PETE CORP DEL COM 0.1%
Value ($000) $148 Shares 3,000 Est. Cost $56.36 Unrealized -15.1%
YUMC YUM CHINA HLDGS INC 0.1%
Value ($000) $141 Shares 2,700 Est. Cost $55.95 Unrealized -14.3%
VEA VANGUARD FTSE DEVELOPED MARKETS INDEX FD ETF 0.1%
Value ($000) $140 Shares 2,755 Est. Cost $50.83 Unrealized
ZBH ZIMMER BIOMET HLDGS INC 0.1%
Value ($000) $139 Shares 1,230 Est. Cost $114.52 Unrealized -7.5%
BDX BECTON DICKINSON & CO. 0.1%
Value ($000) $126 Shares 550 Est. Cost $227.63 Unrealized -0.1%
HOOD ROBINHOOD MKTS INC COM CL A 0.1%
Value ($000) $125 Shares 3,000 Est. Cost $11.09 Unrealized +328.6%
INTU INTUIT INC 0.1%
Value ($000) $123 Shares 200 Est. Cost $498.82 Unrealized +19.8%
BMY BRISTOL-MYERS SQUIBB CO. 0.1%
Value ($000) $121 Shares 1,983 Est. Cost $54.16 Unrealized +2.4%
TMUS T-MOBILE US INC COM 0.1%
Value ($000) $118 Shares 443 Est. Cost $133.84 Unrealized +81.6%
INTC INTEL CORPORATION 0.1%
Value ($000) $111 Shares 4,875 Est. Cost $34.22 Unrealized -36.0%
IP INT'L PAPER CO. 0.1%
Value ($000) $107 Shares 2,000 Est. Cost $30.68 Unrealized +71.9%
IRM IRON MOUNTAIN INC 0.1%
Value ($000) $106 Shares 1,235 Est. Cost $56.32 Unrealized +65.4%
KMX CARMAX INC COM 0.1%
Value ($000) $101 Shares 1,299 Est. Cost $80.99 Unrealized -1.0%
EFX EQUIFAX INC COM 0.1%
Value ($000) $101 Shares 415 Est. Cost $200.72 Unrealized +24.3%
IFRA ISHARES TR US INFRASTRUC 0.1%
Value ($000) $96 Shares 2,128 Est. Cost $36.59 Unrealized
LQD ISHARES INV GRADE CORP BOND ETF 0.1%
Value ($000) $94 Shares 865 Est. Cost $110.53 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $93 Shares 100 Est. Cost $42.39 Unrealized +124.3%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $92 Shares 390 Est. Cost $205.00 Unrealized +16.8%
MO ALTRIA GROUP INC. 0.1%
Value ($000) $90 Shares 1,501 Est. Cost $37.23 Unrealized +37.1%
FANG DIAMONDBACK ENERGY INC COM 0.1%
Value ($000) $90 Shares 560 Est. Cost $144.76 Unrealized +8.5%
EVRG EVERGY INC COM 0.1%
Value ($000) $87 Shares 1,255 Est. Cost $51.21 Unrealized +23.3%
ETR ENTERGY CORP NEW 0.1%
Value ($000) $85 Shares 1,000 Est. Cost $57.39 Unrealized +40.2%
AVGO BROADCOM INC COM 0.1%
Value ($000) $82 Shares 490 Est. Cost $158.01 Unrealized +32.8%
GIS GENERAL MILLS INC 0.1%
Value ($000) $81 Shares 1,352 Est. Cost $64.57 Unrealized -10.2%
VYMI VANGUARD WHITEHALL FDS INTL HIGH ETF 0.1%
Value ($000) $80 Shares 1,085 Est. Cost $71.52 Unrealized
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $80 Shares 2,624 Est. Cost $30.50 Unrealized -7.1%
IGSB ISHARES TR ISHS 1-5YR INVS 0.1%
Value ($000) $77 Shares 1,479 Est. Cost $52.36 Unrealized
SLV ISHARES SILVER TRUST ISHARES 0.1%
Value ($000) $77 Shares 2,485 Est. Cost $26.43 Unrealized
ITW ILLINOIS TOOL WORKS INC. 0.1%
Value ($000) $77 Shares 310 Est. Cost $237.29 Unrealized +5.6%
DELL DELL TECHNOLOGIES INC CL C 0.1%
Value ($000) $77 Shares 843 Est. Cost $57.22 Unrealized +82.1%
PROSHARES TR ULTRAPRO SHT QQQ 0.1%
Value ($000) $77 Shares 2,000 Est. Cost $31.13 Unrealized
CBSH COMMERCE BANCSHARES INC 0.1%
Value ($000) $75 Shares 1,200 Est. Cost $42.16 Unrealized +42.0%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $72 Shares 1,085 Est. Cost $143.95 Unrealized -50.5%
REMX VANEK ETF TRUST RARE EARTH/ STRTG 0.0%
Value ($000) $71 Shares 1,800 Est. Cost $46.11 Unrealized
IJR ISHARE CORE S&P SMALL-CAP ETF 0.0%
Value ($000) $71 Shares 677 Est. Cost $104.57 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $70 Shares 450 Est. Cost $129.05 Unrealized +41.4%
IJH ISHARES CORE S&P MIDCAP ETF 0.0%
Value ($000) $70 Shares 1,200 Est. Cost $58.34 Unrealized
USB U.S. BANCORP 0.0%
Value ($000) $70 Shares 1,650 Est. Cost $41.12 Unrealized +7.5%
Z ZILLOW GROUP 0.0%
Value ($000) $69 Shares 1,000 Est. Cost $51.40 Unrealized +48.7%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $68 Shares 121 Est. Cost $576.82 Unrealized
MET METLIFE INC 0.0%
Value ($000) $67 Shares 831 Est. Cost $58.01 Unrealized +39.9%
IDRV ISHARES SELF DRIVING EV AND TECH 0.0%
Value ($000) $65 Shares 2,224 Est. Cost $37.10 Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $62 Shares 5,000 Est. Cost $23.35 Unrealized -46.1%
TRP TC ENERGY CORP COM 0.0%
Value ($000) $62 Shares 1,312 Est. Cost $32.74 Unrealized +38.9%
CHRW C H ROBINSON WORLDWIDE INC COM 0.0%
Value ($000) $61 Shares 600 Est. Cost $94.05 Unrealized +5.3%
CMI CUMMINS INC COM 0.0%
Value ($000) $60 Shares 190 Est. Cost $228.57 Unrealized +51.4%
PDD PDD HOLDINGS, INC 0.0%
Value ($000) $59 Shares 500 Est. Cost $134.81 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $59 Shares 200 Est. Cost $300.39 Unrealized 0.0%
ORLY O'REILLY AUTOMOTIVE, INC 0.0%
Value ($000) $57 Shares 40 Est. Cost $62.73 Unrealized +38.7%
CTVA CORTEVA INC COM 0.0%
Value ($000) $57 Shares 905 Est. Cost $51.53 Unrealized +18.9%
XEL XCEL ENERGY INC 0.0%
Value ($000) $54 Shares 765 Est. Cost $55.18 Unrealized +19.6%
WEN WENDYS CO COM 0.0%
Value ($000) $54 Shares 3,679 Est. Cost $20.88 Unrealized -28.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $53 Shares 169 Est. Cost $349.45 Unrealized 0.0%
ALL ALLSTATE CORP 0.0%
Value ($000) $52 Shares 252 Est. Cost $189.83 Unrealized +0.8%
BOIL PROSHARES TR II ULTRA BLOOMBERG 0.0%
Value ($000) $47 Shares 543 Est. Cost $55.81 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $46 Shares 1,000 Est. Cost $37.24 Unrealized +8.8%
SNA SNAP ON INC COM 0.0%
Value ($000) $46 Shares 136 Est. Cost $253.68 Unrealized +30.8%
CAG CONAGRA BRANDS INC. COM 0.0%
Value ($000) $45 Shares 1,702 Est. Cost $27.08 Unrealized -10.0%
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $44 Shares 580 Est. Cost $60.14 Unrealized +23.8%
D DOMINION ENERGY INC 0.0%
Value ($000) $44 Shares 780 Est. Cost $45.60 Unrealized +15.6%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $43 Shares 600 Est. Cost $72.66 Unrealized -1.5%
GENERAL AMERN INVS CO INC COM 0.0%
Value ($000) $43 Shares 859 Est. Cost $41.13 Unrealized
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $43 Shares 242 Est. Cost $217.13 Unrealized -10.7%
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $42 Shares 7,000 Est. Cost $7.17 Unrealized -5.0%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $42 Shares 634 Est. Cost $52.19 Unrealized +29.8%
VO VANGUARD INDEX FDS MID CAP ETF 0.0%
Value ($000) $39 Shares 150 Est. Cost $208.24 Unrealized
OHI OMEGA HEALTHCARE INVS INC COM 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $33.15 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $38 Shares 260 Est. Cost $132.62 Unrealized +9.5%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $37 Shares 171 Est. Cost $210.79 Unrealized -10.1%
FTV FORTIVE CORP COM 0.0%
Value ($000) $36 Shares 490 Est. Cost $56.92 Unrealized +2.7%
WESTERN ASSET EMRG MKT DEBT COM 0.0%
Value ($000) $35 Shares 3,531 Est. Cost $8.30 Unrealized
RMNI RIMINI STR INC DEL COM 0.0%
Value ($000) $35 Shares 10,000 Est. Cost $3.04 Unrealized +6.7%
EXE CHESAPEAKE ENERGY CORP COM 0.0%
Value ($000) $33 Shares 300 Est. Cost $77.16 Unrealized +30.9%
VONE VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 0.0%
Value ($000) $33 Shares 130 Est. Cost $260.07 Unrealized
EQBK EQUITY BANCSHARES 0.0%
Value ($000) $32 Shares 800 Est. Cost $24.17 Unrealized +70.9%
IWO ISHARES RUSSELL 2000 GROWTH INDEX FND 0.0%
Value ($000) $31 Shares 123 Est. Cost $224.15 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $31 Shares 245 Est. Cost $117.17 Unrealized +6.8%
TSCO TRACTOR SUPPLY 0.0%
Value ($000) $31 Shares 570 Est. Cost $52.66 Unrealized +2.4%
IVE I SHARE S&P 500 VALUE INDEX FUND 0.0%
Value ($000) $31 Shares 163 Est. Cost $153.83 Unrealized
ANDE THE ANDERSONS INC 0.0%
Value ($000) $30 Shares 700 Est. Cost $46.15 Unrealized -9.6%
HBAN HUNTINGTON BANCSHARES INC . 0.0%
Value ($000) $30 Shares 2,000 Est. Cost $13.43 Unrealized +15.7%
MNST MONSTER BEVERAGE 0.0%
Value ($000) $29 Shares 500 Est. Cost $56.82 Unrealized -8.3%
BAB INVESCO TAXABLE MUNICIPAL BOND ETF 0.0%
Value ($000) $29 Shares 1,095 Est. Cost $27.14 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $29 Shares 837 Est. Cost $46.31 Unrealized -22.3%
IEFA ISHARES TR CORE MSCI EAFE 0.0%
Value ($000) $28 Shares 375 Est. Cost $68.75 Unrealized
FMDE FIDELITY ENHANCED MIDCAP ETF 0.0%
Value ($000) $28 Shares 898 Est. Cost $32.14 Unrealized
OKE ONEOK INC. 0.0%
Value ($000) $28 Shares 280 Est. Cost $57.97 Unrealized +63.8%
CSX CSX CORP COM 0.0%
Value ($000) $26 Shares 900 Est. Cost $30.58 Unrealized +2.4%
LH LABCORP HOLDINGS INC COM SHS 0.0%
Value ($000) $26 Shares 113 Est. Cost $199.50 Unrealized +20.4%
AMD ADVANCED MICRO DEVICES INC. 0.0%
Value ($000) $26 Shares 250 Est. Cost $108.55 Unrealized +2.4%
CB CHUBB LIMITED COM 0.0%
Value ($000) $25 Shares 82 Est. Cost $276.25 Unrealized 0.0%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $25 Shares 331 Est. Cost $29.88 Unrealized +6.7%
SHYFT GROUP INC COM 0.0%
Value ($000) $24 Shares 3,000 Est. Cost $14.97 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $23 Shares 200 Est. Cost $119.51 Unrealized +5.4%
F FORD MOTOR CO 0.0%
Value ($000) $23 Shares 2,315 Est. Cost $11.09 Unrealized -16.7%
EQIX EQUINIX, INC. COM 0.0%
Value ($000) $23 Shares 28 Est. Cost $880.48 Unrealized 0.0%
PUTNAM PREMIER INCOME TR SH BEN INT 0.0%
Value ($000) $23 Shares 6,241 Est. Cost $3.34 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $22 Shares 82 Est. Cost $308.54 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $22 Shares 105 Est. Cost $175.00 Unrealized +17.7%
GLW CORNING INC 0.0%
Value ($000) $21 Shares 450 Est. Cost $30.70 Unrealized +58.1%
CP CANADIAN PACIFIC KANSAS CITYCOM 0.0%
Value ($000) $20 Shares 288 Est. Cost $78.01 Unrealized -3.1%
NIO NIO LIMITED 0.0%
Value ($000) $19 Shares 5,100 Est. Cost $9.04 Unrealized
BEN FRANKLIN RES INC COM 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $23.60 Unrealized -19.8%
KIE SPDR SER TR S&P INS ETF 0.0%
Value ($000) $18 Shares 305 Est. Cost $47.94 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD TS&P MDCP QUALITY 0.0%
Value ($000) $18 Shares 199 Est. Cost $110.05 Unrealized
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $18 Shares 404 Est. Cost $43.80 Unrealized 0.0%
EXCHANGE TRADED CONCEPTS TR BITWISE CRYPTO 0.0%
Value ($000) $17 Shares 1,422 Est. Cost $8.73 Unrealized
KELLANOVA 0.0%
Value ($000) $16 Shares 200 Est. Cost $54.90 Unrealized +45.8%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $16 Shares 800 Est. Cost $17.66 Unrealized +8.0%
TPICQ TPI COMPOSITES INC COM 0.0%
Value ($000) $16 Shares 20,000 Est. Cost $3.57 Unrealized -63.4%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $16 Shares 1,465 Est. Cost $12.48 Unrealized -16.2%
SWK STANLEY BLACK & DECKER INC. COM 0.0%
Value ($000) $15 Shares 200 Est. Cost $84.15 Unrealized -4.0%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $15 Shares 90 Est. Cost $86.63 Unrealized
QBTS D-WAVE QUANTUM INC 0.0%
Value ($000) $15 Shares 2,000 Est. Cost $6.72 Unrealized 0.0%
COO COOPER COS INC COM 0.0%
Value ($000) $15 Shares 180 Est. Cost $97.33 Unrealized -7.9%
GEHC GE HEALTHCARE TECHNOLOGIES ICOMMON STOCK 0.0%
Value ($000) $15 Shares 188 Est. Cost $85.32 Unrealized +0.6%
HANESBRANDS INC 0.0%
Value ($000) $15 Shares 2,540 Est. Cost $3.96 Unrealized
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $14 Shares 130 Est. Cost $91.16 Unrealized +30.3%
LIN LINDE PLC SHS 0.0%
Value ($000) $14 Shares 30 Est. Cost $369.03 Unrealized +20.5%
OXY/WS OCCIDENTAL PETE CORP WRNTS 03AUG27 0.0%
Value ($000) $14 Shares 500 Est. Cost $43.25 Unrealized
IHAK ISHARES TR CYBERSECURITY 0.0%
Value ($000) $13 Shares 284 Est. Cost $40.91 Unrealized
XAR SPDR SER TR AEROSPACE DEF 0.0%
Value ($000) $13 Shares 81 Est. Cost $135.42 Unrealized
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $12 Shares 234 Est. Cost $96.60 Unrealized -42.6%
KCE SPDR SER TR S&P CAP MKTS 0.0%
Value ($000) $12 Shares 95 Est. Cost $110.55 Unrealized
TMO THERMO FISHER SCIENTIFIC INCCOM 0.0%
Value ($000) $11 Shares 23 Est. Cost $528.90 Unrealized +2.1%
ULTA ULTA BEAUTY, INC COM 0.0%
Value ($000) $11 Shares 31 Est. Cost $381.12 Unrealized 0.0%
HLN HALEON PLC NPV 0.0%
Value ($000) $11 Shares 1,100 Est. Cost $8.33 Unrealized
VOD VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 0.0%
Value ($000) $11 Shares 1,200 Est. Cost $10.02 Unrealized
CFFN CAPITOL FED FINL INC COM 0.0%
Value ($000) $11 Shares 2,000 Est. Cost $5.07 Unrealized +7.7%
TSLX SIXTH ST SPEC LEND 0.0%
Value ($000) $11 Shares 500 Est. Cost $22.26 Unrealized 0.0%
ED CONSOLIDATED EDISON 0.0%
Value ($000) $11 Shares 100 Est. Cost $83.89 Unrealized +13.5%
SMH VANECK ETF TRUST SEMICONDUCTR ETF 0.0%
Value ($000) $11 Shares 52 Est. Cost $224.98 Unrealized
OGS ONE GAS INC 0.0%
Value ($000) $11 Shares 140 Est. Cost $75.57 Unrealized -4.6%
VTRS VIATRIS INC COM 0.0%
Value ($000) $10 Shares 1,156 Est. Cost $9.34 Unrealized +7.3%
SCHI SCHWAB CORP BD ETF 0.0%
Value ($000) $10 Shares 440 Est. Cost $34.10 Unrealized
LQDI ISHARES CORP BD ETF 0.0%
Value ($000) $10 Shares 375 Est. Cost $26.80 Unrealized
BUZZ VANECK ETF TRUST SOCIAL SENTIMENT 0.0%
Value ($000) $10 Shares 435 Est. Cost $21.48 Unrealized
GDX VANECK VECTORS ETF TR GOLD MINERS ETF 0.0%
Value ($000) $10 Shares 210 Est. Cost $39.81 Unrealized
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $9.44 Unrealized
CGW INVESCO S&P GLOBAL WATER INDEX ETF 0.0%
Value ($000) $9 Shares 170 Est. Cost $55.29 Unrealized
IBIT ISHARES BITCOIN TR SHS 0.0%
Value ($000) $9 Shares 200 Est. Cost $36.13 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOINSHS 0.0%
Value ($000) $9 Shares 130 Est. Cost $55.52 Unrealized
ENR ENERGIZER HLDGS INC NEW COM 0.0%
Value ($000) $9 Shares 300 Est. Cost $30.54 Unrealized -1.1%
STT STATE STREET CORP 0.0%
Value ($000) $9 Shares 100 Est. Cost $64.89 Unrealized +42.9%
ITB ISHARES TR US HOME CONS ETF 0.0%
Value ($000) $9 Shares 94 Est. Cost $86.02 Unrealized
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $8 Shares 208 Est. Cost $50.33 Unrealized 0.0%
ETHA ISHARES ETHEREUM ETF 0.0%
Value ($000) $8 Shares 605 Est. Cost $21.57 Unrealized
VUG VANGUARD INDEX FDS GROWTH ETF 0.0%
Value ($000) $8 Shares 22 Est. Cost $344.18 Unrealized
ESG FLEXSHARES TR STOX US ESG SLCT 0.0%
Value ($000) $8 Shares 60 Est. Cost $126.57 Unrealized
HDV ISHARES TR CORE HIGH DV ETF 0.0%
Value ($000) $8 Shares 66 Est. Cost $101.98 Unrealized
RSPU EQUAL WEIGHT UTL ETF 0.0%
Value ($000) $8 Shares 110 Est. Cost $68.70 Unrealized
WELL WELLTOWER INC COM 0.0%
Value ($000) $8 Shares 50 Est. Cost $87.18 Unrealized +60.9%
XMMO INVESCO EXCHANGE TRADED FD TS&P MDCP MOMNTUM 0.0%
Value ($000) $8 Shares 67 Est. Cost $114.85 Unrealized
VERS PROSHARES TR METAVERSE ETF 0.0%
Value ($000) $8 Shares 165 Est. Cost $35.12 Unrealized
NWL NEWELL RUBBERMAID INC COM 0.0%
Value ($000) $7 Shares 1,207 Est. Cost $8.96 Unrealized -15.0%
GRID FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE 0.0%
Value ($000) $7 Shares 65 Est. Cost $93.88 Unrealized
ADAM NEW YORK M COM 0.0%
Value ($000) $7 Shares 1,125 Est. Cost $8.49 Unrealized
LRCX LAM RESEARCH CORP COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $74.98 Unrealized +4.2%
IBDR ISHARES TR IBONDS DEC26 ETF 0.0%
Value ($000) $7 Shares 300 Est. Cost $23.33 Unrealized
IWB ISHARES TR RUS 1000 ETF 0.0%
Value ($000) $7 Shares 23 Est. Cost $234.87 Unrealized
DTEC ALPS ETF TR DISRUPTIVE TECH 0.0%
Value ($000) $7 Shares 155 Est. Cost $35.42 Unrealized
WALGREENS BOOTS ALLIANCE INCCOM 0.0%
Value ($000) $7 Shares 600 Est. Cost $22.23 Unrealized
SWBI SMITH & WESSON BRANDS INC COM 0.0%
Value ($000) $7 Shares 700 Est. Cost $12.49 Unrealized -17.5%
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $6 Shares 196 Est. Cost $30.81 Unrealized +18.2%
SYY SYSCO CORP 0.0%
Value ($000) $6 Shares 85 Est. Cost $67.04 Unrealized +6.3%
NEM NEWMONT MINING CORP 0.0%
Value ($000) $6 Shares 130 Est. Cost $38.55 Unrealized +12.2%
TRIN TRINITY CAP INC COM 0.0%
Value ($000) $6 Shares 400 Est. Cost $11.23 Unrealized +18.2%
IWR ISHARES TR RUS MID CAP ETF 0.0%
Value ($000) $6 Shares 71 Est. Cost $77.72 Unrealized
IEMG ISHARES INC CORE MSCI EMKT 0.0%
Value ($000) $6 Shares 110 Est. Cost $50.57 Unrealized
BTG B2GOLD CORP 0.0%
Value ($000) $6 Shares 2,000 Est. Cost $2.72 Unrealized -2.3%
VOE VANGUARD INDEX FDS MCAP VL IDXVIP 0.0%
Value ($000) $6 Shares 35 Est. Cost $145.00 Unrealized
GABELLI UTIL TR COM 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $5.30 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $5 Shares 40 Est. Cost $106.10 Unrealized
KNTK KINETIK HOLDINGS INC COM NEW CL A 0.0%
Value ($000) $5 Shares 100 Est. Cost $43.26 Unrealized +35.5%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $5 Shares 200 Est. Cost $28.75 Unrealized -11.0%
AEE AMEREN CORP COM 0.0%
Value ($000) $5 Shares 50 Est. Cost $76.79 Unrealized +22.0%
TSLA TESLA MOTORS 0.0%
Value ($000) $5 Shares 19 Est. Cost $327.20 Unrealized +1.9%
IBDS ISHARES TR IBONDS DEC27 ETF 0.0%
Value ($000) $5 Shares 200 Est. Cost $23.13 Unrealized
HL HECLA MINING COMPANY (HOLDING COMPANY) 0.0%
Value ($000) $5 Shares 850 Est. Cost $5.23 Unrealized +5.8%
PFG PRINCIPAL FINANCIAL GROUP INCOM 0.0%
Value ($000) $4 Shares 50 Est. Cost $71.08 Unrealized +12.9%
GE GE AEROSPACE 0.0%
Value ($000) $4 Shares 20 Est. Cost $88.66 Unrealized +120.8%
SUNNOVA ENERGY INTL INC. COM 0.0%
Value ($000) $4 Shares 10,000 Est. Cost $5.58 Unrealized
AIQ GLOBAL X FDS ARTIFICIAL ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $36.38 Unrealized
FDG AMERICAN CENTY ETF TR FOCUSED DYNAMIC 0.0%
Value ($000) $4 Shares 40 Est. Cost $90.85 Unrealized
KEY KEYCORP COM 0.0%
Value ($000) $4 Shares 225 Est. Cost $12.53 Unrealized +29.6%
ARKQ AUTO TECH & ROBOTIC 0.0%
Value ($000) $3 Shares 50 Est. Cost $66.26 Unrealized
NLR VANECK ETF TRUST URANIUM AND NUCL 0.0%
Value ($000) $3 Shares 45 Est. Cost $81.33 Unrealized
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $6.33 Unrealized -41.8%
RCAT RED CAT HOLDINGS INC COM 0.0%
Value ($000) $3 Shares 500 Est. Cost $2.38 Unrealized +236.5%
BBP ETFIS SER TR I VIRTUS LIFESC BT 0.0%
Value ($000) $3 Shares 49 Est. Cost $50.02 Unrealized
CC CHEMOURS CO 0.0%
Value ($000) $3 Shares 205 Est. Cost $31.21 Unrealized -48.5%
KNF KNIFE RIVER CORP COMMON STOCK 0.0%
Value ($000) $3 Shares 28 Est. Cost $70.17 Unrealized +38.8%
BYRN BYRNA TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 142 Est. Cost $3.57 Unrealized +623.7%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $2 Shares 55 Est. Cost $54.41 Unrealized -26.7%
LAR LITHIUM AMERICAS ARGENTINA CCOM SHS 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.52 Unrealized 0.0%
SITIO ROYALTIES CORP NEW NPV 0.0%
Value ($000) $2 Shares 100 Est. Cost $24.20 Unrealized
MDU MDU RESOURCES GROUP INC 0.0%
Value ($000) $2 Shares 112 Est. Cost $13.65 Unrealized +22.8%
PDYN PALLADYNE AI CORP 0.0%
Value ($000) $2 Shares 300 Est. Cost $3.49 Unrealized +132.4%
JOHN HANCOCK PREFERRED INCOME FUND 0.0%
Value ($000) $2 Shares 100 Est. Cost $16.62 Unrealized
GEV GE VERNOVA INC COM 0.0%
Value ($000) $2 Shares 5 Est. Cost $191.56 Unrealized +81.7%
DXCM DEXCOM INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $112.73 Unrealized -27.6%
TEVA TEVA PHARMACEUTICAL INDS LTD ADR 0.0%
Value ($000) $1 Shares 87 Est. Cost $10.20 Unrealized
CMG CHIPOTLE MEXICAN GRILL 0.0%
Value ($000) $1 Shares 20 Est. Cost $55.35 Unrealized -1.7%
UEC URANIUM ENERGY CORP 0.0%
Value ($000) $1 Shares 150 Est. Cost $5.42 Unrealized +15.6%
MRNA MODERNA INC COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $113.25 Unrealized -68.7%
UNITI GROUP INC COM 0.0%
Value ($000) $1 Shares 106 Est. Cost $5.63 Unrealized
AVA AVISTA CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $31.62 Unrealized +14.7%
EU ENCORE ENERGY CORP COM NEW 0.0%
Value ($000) $0 Shares 300 Est. Cost $4.24 Unrealized -39.4%
ATXG ADDENTAX GROUP CORP COM 0.0%
Value ($000) $0 Shares 350 Est. Cost $2.79 Unrealized -69.5%
SIRI SIRIUS XM HLDGS INC NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost $31.06 Unrealized -24.2%
PLUG PLUG POWER INC. NEW 0.0%
Value ($000) $0 Shares 158 Est. Cost $9.77 Unrealized -80.5%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $0 Shares 5 Est. Cost $14.83 Unrealized +152.7%
CARM CARISMA THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 250 Est. Cost $6.33 Unrealized -93.0%
BLDP BALLARD POWER SYSTEMS INC NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost $4.29 Unrealized -67.2%
SLNH SOLUNA HOLDINGS INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $4.51 Unrealized -65.7%