Advantage Trust Co Diversified Active

CIK: 0002009346 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 3, 2025

Total Value ($000): $221,345 (100.0% shares, 0.0% debt)

Holdings (191)

JGRO JP Morgan Active Growth ETF 11.7%
Value ($000) $25,789 Shares 275,082 Est. Cost $62.74 Unrealized
VUG Vanguard Growth ETF 10.7%
Value ($000) $23,755 Shares 49,530 Est. Cost $327.90 Unrealized
VO Vanguard Mid-Cap ETF 9.9%
Value ($000) $21,876 Shares 74,474 Est. Cost $238.99 Unrealized
VTV Vanguard Value ETF 8.5%
Value ($000) $18,888 Shares 101,281 Est. Cost $158.31 Unrealized
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 7.4%
Value ($000) $16,471 Shares 433,213 Est. Cost $33.14 Unrealized
DFAI Dimensional International Core Equity Market ETF 7.2%
Value ($000) $15,952 Shares 438,844 Est. Cost $29.53 Unrealized
FENI Fidelity Enhanced International ETF 5.7%
Value ($000) $12,723 Shares 360,618 Est. Cost $28.99 Unrealized
AVLV Avantis US Large Cap Value ETF 5.0%
Value ($000) $11,051 Shares 152,930 Est. Cost $66.67 Unrealized
FBCG Fidelity Blue Chip Growth ETF 4.9%
Value ($000) $10,791 Shares 201,098 Est. Cost $44.72 Unrealized
VGT Vanguard Information Technology ETF 3.8%
Value ($000) $8,453 Shares 11,322 Est. Cost $487.08 Unrealized
JEMA JP Morgan ActiveBuilders Emerging Markets Equity ETF 3.1%
Value ($000) $6,853 Shares 144,121 Est. Cost $36.72 Unrealized
MTUM iShares MSCI USA Momentum Factor ETF 1.9%
Value ($000) $4,144 Shares 16,161 Est. Cost $223.29 Unrealized
WMT WALMART Inc. 1.5%
Value ($000) $3,346 Shares 32,468 Est. Cost $85.77 Unrealized +15.7%
BRK/A Berkshire Hathaway Inc 1.4%
Value ($000) $3,017 Shares 4 Est. Cost $761794.56 Unrealized -4.6%
SECT Main Sector Rotation ETF 1.3%
Value ($000) $2,857 Shares 45,327 Est. Cost $54.16 Unrealized
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.2%
Value ($000) $2,740 Shares 42,513 Est. Cost $61.96 Unrealized
CIBR First Trust NASDAQ Cybersecurity ETF 1.0%
Value ($000) $2,263 Shares 29,778 Est. Cost $53.92 Unrealized
SIXG Defiance Connective Technologies ETF 1.0%
Value ($000) $2,193 Shares 35,560 Est. Cost $35.95 Unrealized
VHT Vanguard Health Care Index Fund ETF 0.7%
Value ($000) $1,567 Shares 6,035 Est. Cost $250.87 Unrealized
KOMP SPDR S&P Kensho New Economies Composite ETF 0.7%
Value ($000) $1,491 Shares 23,955 Est. Cost $46.70 Unrealized
BRK/B Berkshire Hathaway Inc New 0.6%
Value ($000) $1,238 Shares 2,463 Est. Cost $394.69 Unrealized +22.7%
VTI Vanguard Total Stock Market ETF 0.6%
Value ($000) $1,230 Shares 3,749 Est. Cost $280.83 Unrealized
MSFT Microsoft Corp 0.5%
Value ($000) $1,154 Shares 2,228 Est. Cost $380.18 Unrealized +33.8%
MCD McDonalds Corp 0.3%
Value ($000) $742 Shares 2,443 Est. Cost $258.68 Unrealized +16.5%
VIG Vanguard Dividend Appreciation ETF 0.3%
Value ($000) $731 Shares 3,388 Est. Cost $170.40 Unrealized
IBB iShares Biotechnology ETF 0.3%
Value ($000) $675 Shares 4,677 Est. Cost $135.85 Unrealized
LLY Eli Lilly & Co 0.3%
Value ($000) $668 Shares 876 Est. Cost $617.21 Unrealized +20.3%
VV Vanguard Large-Cap Index Fund ETF 0.3%
Value ($000) $628 Shares 2,040 Est. Cost $218.76 Unrealized
VEA Vanguard FTSE Developed Market ETF 0.2%
Value ($000) $506 Shares 8,438 Est. Cost $56.22 Unrealized
VOO Vanguard S&P 500 ETF 0.2%
Value ($000) $487 Shares 796 Est. Cost $437.64 Unrealized
EFA iShares MSCI EAFE Index ETF 0.2%
Value ($000) $485 Shares 5,190 Est. Cost $88.16 Unrealized
RTX RTX Corporation 0.2%
Value ($000) $476 Shares 2,847 Est. Cost $81.23 Unrealized +89.9%
ORCL Oracle Corp 0.2%
Value ($000) $473 Shares 1,682 Est. Cost $122.92 Unrealized +106.8%
HACK Amplify Cybersecurity ETF 0.2%
Value ($000) $471 Shares 5,430 Est. Cost $86.37 Unrealized
VDE Vanguard Energy ETF 0.2%
Value ($000) $455 Shares 3,615 Est. Cost $118.12 Unrealized
KRE SPDR S&P Regional Banking ETF 0.2%
Value ($000) $453 Shares 7,150 Est. Cost $57.93 Unrealized
IHI iShares U.S. Medical Devices ETF 0.2%
Value ($000) $429 Shares 7,140 Est. Cost $62.64 Unrealized
XBI SPDR S&P Biotech ETF 0.2%
Value ($000) $425 Shares 4,245 Est. Cost $88.54 Unrealized
GOOG Alphabet, Inc. Class C 0.2%
Value ($000) $424 Shares 1,740 Est. Cost $146.99 Unrealized +42.8%
EVRG Evergy Inc 0.2%
Value ($000) $407 Shares 5,350 Est. Cost $65.21 Unrealized +7.7%
VNQ Vanguard Real Estate ETF 0.2%
Value ($000) $392 Shares 4,288 Est. Cost $91.30 Unrealized
VB Vanguard Small Cap ETF 0.2%
Value ($000) $365 Shares 1,435 Est. Cost $227.53 Unrealized
AVGO Broadcom Inc 0.2%
Value ($000) $348 Shares 1,056 Est. Cost $187.50 Unrealized +63.1%
SCHH Schwab Strategic Trust US REIT ETF 0.2%
Value ($000) $340 Shares 15,740 Est. Cost $21.16 Unrealized
BOTZ Global X Robotics & Artificial Intelligence ETF 0.1%
Value ($000) $326 Shares 9,188 Est. Cost $30.41 Unrealized
NVDA NVIDIA Corp 0.1%
Value ($000) $318 Shares 1,706 Est. Cost $111.36 Unrealized +56.5%
DE Deere & Co 0.1%
Value ($000) $318 Shares 695 Est. Cost $388.47 Unrealized +26.0%
PEP Pepsico Inc 0.1%
Value ($000) $297 Shares 2,117 Est. Cost $153.75 Unrealized -8.7%
UNP Union Pacific Corp 0.1%
Value ($000) $280 Shares 1,186 Est. Cost $214.57 Unrealized +4.0%
ITA iShares U.S. Aerospace & Defense ETF 0.1%
Value ($000) $276 Shares 1,318 Est. Cost $133.73 Unrealized
AAPL Apple Inc 0.1%
Value ($000) $274 Shares 1,075 Est. Cost $182.95 Unrealized +23.3%
ABBV Abbvie Inc 0.1%
Value ($000) $270 Shares 1,164 Est. Cost $135.72 Unrealized +48.8%
IAU iShares Gold Trust ETF 0.1%
Value ($000) $258 Shares 3,552 Est. Cost $40.87 Unrealized
CAT Caterpillar Inc 0.1%
Value ($000) $256 Shares 537 Est. Cost $282.66 Unrealized +50.5%
USB US Bancorp 0.1%
Value ($000) $256 Shares 5,300 Est. Cost $40.35 Unrealized +14.9%
IBM International Business Machines 0.1%
Value ($000) $254 Shares 900 Est. Cost $231.83 Unrealized +12.0%
XOM Exxon Mobil Corp 0.1%
Value ($000) $242 Shares 2,150 Est. Cost $103.32 Unrealized +6.2%
VFH Vanguard Financials ETF 0.1%
Value ($000) $222 Shares 1,689 Est. Cost $107.12 Unrealized
VPU Vanguard Utilities Index Fund ETF 0.1%
Value ($000) $221 Shares 1,169 Est. Cost $164.22 Unrealized
VOX Vanguard Communication Services ETF 0.1%
Value ($000) $215 Shares 1,143 Est. Cost $143.21 Unrealized
VOE Vanguard Mid Cap Value ETF 0.1%
Value ($000) $214 Shares 1,225 Est. Cost $145.01 Unrealized
VBR Vanguard Small Cap Value ETF 0.1%
Value ($000) $209 Shares 1,000 Est. Cost $179.97 Unrealized
QQQ Invesco QQQ Trust 0.1%
Value ($000) $180 Shares 300 Est. Cost $551.64 Unrealized
GOOGL Alphabet, Inc. Class A 0.1%
Value ($000) $165 Shares 680 Est. Cost $133.35 Unrealized +56.9%
IPAY Amplify Digital Payments ETF 0.1%
Value ($000) $163 Shares 2,850 Est. Cost $59.92 Unrealized
SCHA Schwab Strategic Trust US Small Cap ETF 0.1%
Value ($000) $157 Shares 5,620 Est. Cost $29.38 Unrealized
XPH SPDR S&P Pharmaceuticals ETF 0.1%
Value ($000) $156 Shares 3,250 Est. Cost $40.64 Unrealized
MRVL Marvell Technology Inc 0.1%
Value ($000) $152 Shares 1,806 Est. Cost $77.73 Unrealized -5.4%
PFE Pfizer Inc 0.1%
Value ($000) $152 Shares 5,950 Est. Cost $26.40 Unrealized -8.5%
SBUX Starbucks Corp 0.1%
Value ($000) $143 Shares 1,690 Est. Cost $90.53 Unrealized -2.2%
JNJ Johnson & Johnson 0.1%
Value ($000) $143 Shares 770 Est. Cost $144.99 Unrealized +16.9%
CFFN Capitol Federal Financial Inc 0.1%
Value ($000) $131 Shares 20,572 Est. Cost $5.38 Unrealized +12.1%
OMC Omnicom Group Inc 0.1%
Value ($000) $130 Shares 1,600 Est. Cost $73.20 Unrealized +1.5%
DUK Duke Energy Corp New 0.1%
Value ($000) $127 Shares 1,029 Est. Cost $103.50 Unrealized +15.7%
PKG Packaging Corp Amer 0.1%
Value ($000) $125 Shares 575 Est. Cost $185.78 Unrealized +9.8%
VIS Vanguard Industrials ETF 0.1%
Value ($000) $120 Shares 406 Est. Cost $255.33 Unrealized
Bitwise Crypto Industry Innovators ETF 0.1%
Value ($000) $118 Shares 4,700 Est. Cost $19.72 Unrealized
PECO Phillips Edison & Company, Inc. 0.1%
Value ($000) $116 Shares 3,386 Est. Cost $36.48 Unrealized
BAC BankAmerica Corp 0.1%
Value ($000) $116 Shares 2,250 Est. Cost $34.53 Unrealized +40.0%
ABT Abbott Labs 0.1%
Value ($000) $114 Shares 848 Est. Cost $96.07 Unrealized +35.9%
VCR Vanguard Consumer Discretionary ETF 0.0%
Value ($000) $107 Shares 270 Est. Cost $363.49 Unrealized
MO Altria Group Inc 0.0%
Value ($000) $106 Shares 1,600 Est. Cost $45.38 Unrealized +35.4%
BMY Bristol Myers Squibb Co 0.0%
Value ($000) $96 Shares 2,132 Est. Cost $47.02 Unrealized -3.2%
BA Boeing Co 0.0%
Value ($000) $95 Shares 440 Est. Cost $213.87 Unrealized +5.4%
COP ConocoPhillips 0.0%
Value ($000) $95 Shares 1,000 Est. Cost $89.87 Unrealized +3.8%
IWF iShares Russell 1000 Growth ETF 0.0%
Value ($000) $94 Shares 200 Est. Cost $424.58 Unrealized
GE GE Aerospace 0.0%
Value ($000) $90 Shares 300 Est. Cost $218.59 Unrealized +24.8%
OKE Oneok Inc 0.0%
Value ($000) $90 Shares 1,227 Est. Cost $60.36 Unrealized +24.4%
YUM YUM! Brands Inc 0.0%
Value ($000) $89 Shares 585 Est. Cost $120.09 Unrealized +21.6%
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.0%
Value ($000) $86 Shares 1,907 Est. Cost $41.97 Unrealized
GWW W.W. Grainger, Inc. 0.0%
Value ($000) $86 Shares 90 Est. Cost $1033.16 Unrealized -3.1%
ENZL iShares MSCI New Zealand ETF 0.0%
Value ($000) $83 Shares 1,800 Est. Cost $48.49 Unrealized
IJH iShares Core S&P Mid-Cap ETF 0.0%
Value ($000) $82 Shares 1,255 Est. Cost $104.02 Unrealized
IVE iShares S&P 500 Value ETF 0.0%
Value ($000) $82 Shares 395 Est. Cost $173.89 Unrealized
ARKX ARK ETF Trust - ARK Space Exploration ETF 0.0%
Value ($000) $80 Shares 2,800 Est. Cost $24.16 Unrealized
PG Procter & Gamble Co 0.0%
Value ($000) $76 Shares 492 Est. Cost $158.63 Unrealized -2.4%
BDX Becton Dickinson 0.0%
Value ($000) $75 Shares 400 Est. Cost $233.45 Unrealized -21.2%
WFC Wells Fargo & Co 0.0%
Value ($000) $67 Shares 800 Est. Cost $41.03 Unrealized +96.1%
CEF Sprott Physical Gold and Silver Trust ETF 0.0%
Value ($000) $66 Shares 1,800 Est. Cost $21.58 Unrealized
VWO Vanguard FTSE Emerging Markets ETF 0.0%
Value ($000) $66 Shares 1,212 Est. Cost $41.10 Unrealized
TSCO Tractor Supply Company 0.0%
Value ($000) $64 Shares 1,125 Est. Cost $50.58 Unrealized +15.7%
CL Colgate Palmolive 0.0%
Value ($000) $64 Shares 798 Est. Cost $78.62 Unrealized +7.7%
KO Coca Cola Co 0.0%
Value ($000) $60 Shares 912 Est. Cost $55.16 Unrealized +23.1%
GLD SPDR Gold Trust ETF 0.0%
Value ($000) $60 Shares 170 Est. Cost $191.17 Unrealized
SLV iShares Silver Trust 0.0%
Value ($000) $56 Shares 1,315 Est. Cost $22.26 Unrealized
MCO Moody's Corp 0.0%
Value ($000) $54 Shares 114 Est. Cost $341.78 Unrealized +47.1%
AGCO AGCO Corp 0.0%
Value ($000) $54 Shares 500 Est. Cost $94.49 Unrealized +16.1%
DRIV Global X Autonomous & Electric Vehicles ETF 0.0%
Value ($000) $53 Shares 1,880 Est. Cost $23.30 Unrealized
NEE Nextera Energy, Inc. 0.0%
Value ($000) $52 Shares 685 Est. Cost $54.92 Unrealized +31.5%
V Visa, Inc. 0.0%
Value ($000) $51 Shares 150 Est. Cost $242.67 Unrealized +42.2%
OGE OGE Energy Corp 0.0%
Value ($000) $49 Shares 1,050 Est. Cost $34.50 Unrealized +29.8%
IWM iShares Russell 2000 ETF 0.0%
Value ($000) $47 Shares 194 Est. Cost $200.71 Unrealized
GEV GE Vernova Inc. 0.0%
Value ($000) $46 Shares 75 Est. Cost $415.97 Unrealized +45.6%
F Ford Motor Company 0.0%
Value ($000) $45 Shares 3,800 Est. Cost $9.87 Unrealized +14.7%
CNH CNH Industrial N.V. 0.0%
Value ($000) $45 Shares 4,160 Est. Cost $12.23 Unrealized -0.1%
VT Vanguard Total World Stock Index ETF 0.0%
Value ($000) $45 Shares 327 Est. Cost $128.52 Unrealized
T AT&T Inc 0.0%
Value ($000) $44 Shares 1,566 Est. Cost $26.21 Unrealized +7.1%
BX Blackstone Inc. 0.0%
Value ($000) $39 Shares 230 Est. Cost $102.08 Unrealized +66.0%
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 0.0%
Value ($000) $39 Shares 219 Est. Cost $174.61 Unrealized
CTRE CareTrust REIT, Inc. 0.0%
Value ($000) $38 Shares 1,100 Est. Cost $27.05 Unrealized
IJR iShares Core S&P Small-Cap ETF 0.0%
Value ($000) $36 Shares 307 Est. Cost $108.25 Unrealized
VDC Vanguard Consumer Staples ETF 0.0%
Value ($000) $36 Shares 170 Est. Cost $218.48 Unrealized
KARS Kraneshares Electric Vehicles and Future Mobility Index ETF 0.0%
Value ($000) $36 Shares 1,190 Est. Cost $21.97 Unrealized
AMX ADR America Movil S A F 0.0%
Value ($000) $35 Shares 1,680 Est. Cost $17.94 Unrealized
DGRO iShares Core Dividend Growth ETF 0.0%
Value ($000) $34 Shares 503 Est. Cost $63.94 Unrealized
QGRO American Century U.S. Quality Growth ETF 0.0%
Value ($000) $32 Shares 284 Est. Cost $109.12 Unrealized
VONG Vanguard Russell 1000 Growth Index ETF 0.0%
Value ($000) $32 Shares 268 Est. Cost $109.20 Unrealized
DIS Disney Walt Company 0.0%
Value ($000) $32 Shares 280 Est. Cost $86.20 Unrealized +35.7%
TROW T Rowe Price 0.0%
Value ($000) $31 Shares 305 Est. Cost $96.04 Unrealized +7.1%
AEP American Electric Power Co 0.0%
Value ($000) $31 Shares 275 Est. Cost $82.72 Unrealized +30.8%
SO Southern Co 0.0%
Value ($000) $30 Shares 321 Est. Cost $86.40 Unrealized +6.7%
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $30 Shares 149 Est. Cost $194.23 Unrealized
IWR iShares Russell Midcap ETF 0.0%
Value ($000) $29 Shares 304 Est. Cost $91.97 Unrealized
JPM J P Morgan & Chase Co 0.0%
Value ($000) $28 Shares 90 Est. Cost $144.89 Unrealized +104.2%
PXI Invesco Dorsey Wright Energy Momentum ETF 0.0%
Value ($000) $28 Shares 600 Est. Cost $43.13 Unrealized
DEM WisdomTree Emerging Markets Equity Income ETF 0.0%
Value ($000) $28 Shares 600 Est. Cost $45.29 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 0.0%
Value ($000) $26 Shares 400 Est. Cost $60.03 Unrealized
VZ Verizon Communications 0.0%
Value ($000) $26 Shares 591 Est. Cost $41.48 Unrealized +2.5%
CSCO Cisco Systems Inc 0.0%
Value ($000) $24 Shares 350 Est. Cost $47.41 Unrealized +42.1%
PSX Phillips 66 0.0%
Value ($000) $22 Shares 162 Est. Cost $111.41 Unrealized +13.4%
IVT InvenTrust Properties Corp. 0.0%
Value ($000) $22 Shares 756 Est. Cost $27.40 Unrealized
IYR iShares - DJ US Real Estate Index ETF 0.0%
Value ($000) $21 Shares 220 Est. Cost $91.97 Unrealized
CVX Chevron Corporation 0.0%
Value ($000) $21 Shares 134 Est. Cost $144.19 Unrealized +5.6%
SPY SPDR S&P 500 ETF 0.0%
Value ($000) $21 Shares 31 Est. Cost $475.32 Unrealized
PM Philip Morris International, Inc 0.0%
Value ($000) $20 Shares 125 Est. Cost $158.02 Unrealized +4.5%
DIVB IShares Core Dividend ETF 0.0%
Value ($000) $20 Shares 375 Est. Cost $50.32 Unrealized
DVY iShares Select Dividend ETF 0.0%
Value ($000) $17 Shares 120 Est. Cost $132.81 Unrealized
NEM Newmont Corporation 0.0%
Value ($000) $17 Shares 200 Est. Cost $52.90 Unrealized +31.2%
MRK Merck & Co Inc New 0.0%
Value ($000) $17 Shares 200 Est. Cost $89.91 Unrealized -9.9%
GLW Corning Inc 0.0%
Value ($000) $16 Shares 200 Est. Cost $46.30 Unrealized +40.3%
SHEL Shell Plc 0.0%
Value ($000) $16 Shares 229 Est. Cost $70.41 Unrealized
XEL Xcel Energy Inc 0.0%
Value ($000) $16 Shares 200 Est. Cost $67.81 Unrealized +5.2%
DELL Dell Technologies Inc 0.0%
Value ($000) $16 Shares 113 Est. Cost $68.27 Unrealized +89.2%
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 0.0%
Value ($000) $16 Shares 383 Est. Cost $39.86 Unrealized
WHR Whirlpool Corp 0.0%
Value ($000) $16 Shares 200 Est. Cost $83.19 Unrealized +10.3%
XLP Consumer Staples Select SPDR Fund ETF 0.0%
Value ($000) $16 Shares 200 Est. Cost $80.97 Unrealized
GILD Gilead Sciences 0.0%
Value ($000) $15 Shares 138 Est. Cost $77.32 Unrealized +45.2%
RIO Rio Tinto Group 0.0%
Value ($000) $15 Shares 225 Est. Cost $72.25 Unrealized
PAYX Paychex, Inc. 0.0%
Value ($000) $15 Shares 115 Est. Cost $113.88 Unrealized +20.5%
KMI Kinder Morgan Inc New 0.0%
Value ($000) $14 Shares 500 Est. Cost $15.34 Unrealized +75.9%
TFC Truist Financial Corporation 0.0%
Value ($000) $14 Shares 300 Est. Cost $38.00 Unrealized +16.7%
HPQ HP, INC. 0.0%
Value ($000) $14 Shares 500 Est. Cost $26.60 Unrealized -1.7%
CHD Church & Dwight Co. Inc. 0.0%
Value ($000) $13 Shares 150 Est. Cost $89.26 Unrealized +4.5%
CLX Clorox Co 0.0%
Value ($000) $12 Shares 100 Est. Cost $157.37 Unrealized -22.3%
SIRI Sirius XM Holdings Inc 0.0%
Value ($000) $12 Shares 500 Est. Cost $23.13 Unrealized 0.0%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $11 Shares 234 Est. Cost $41.16 Unrealized +8.7%
PRU Prudential Financial Inc 0.0%
Value ($000) $10 Shares 100 Est. Cost $100.28 Unrealized +2.9%
GSK GSK plc 0.0%
Value ($000) $10 Shares 240 Est. Cost $38.40 Unrealized
VXUS Vanguard Total International Stock ETF 0.0%
Value ($000) $10 Shares 137 Est. Cost $59.47 Unrealized
EMR Emerson Electric Co 0.0%
Value ($000) $10 Shares 75 Est. Cost $88.09 Unrealized +53.8%
DEO Diageo PLC ADR 0.0%
Value ($000) $10 Shares 100 Est. Cost $145.66 Unrealized
BLCN Siren Nasdaq NexGen Economy ETF 0.0%
Value ($000) $9 Shares 325 Est. Cost $23.32 Unrealized
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $9 Shares 360 Est. Cost $15.35 Unrealized +42.5%
RIVN Rivian Automotive, Inc. 0.0%
Value ($000) $9 Shares 600 Est. Cost $13.57 Unrealized -1.2%
UPS United Parcel Svc Inc Cl B 0.0%
Value ($000) $8 Shares 100 Est. Cost $116.13 Unrealized -24.1%
MET MetLife Inc 0.0%
Value ($000) $8 Shares 100 Est. Cost $75.82 Unrealized +2.8%
DVN Devon Energy Corp 0.0%
Value ($000) $8 Shares 225 Est. Cost $46.61 Unrealized -27.8%
GEHC GE Healthcare Holding LLC 0.0%
Value ($000) $8 Shares 100 Est. Cost $69.54 Unrealized +7.2%
FIS Fidelity National Information Services 0.0%
Value ($000) $7 Shares 112 Est. Cost $76.59 Unrealized -5.8%
WBD Warner Bros Discovery 0.0%
Value ($000) $7 Shares 355 Est. Cost $9.33 Unrealized +46.1%
ALL Allstate Corp 0.0%
Value ($000) $7 Shares 31 Est. Cost $124.75 Unrealized +60.5%
BKH Black Hills Corporation 0.0%
Value ($000) $6 Shares 100 Est. Cost $56.47 Unrealized +1.6%
CAG Conagra Brands Inc 0.0%
Value ($000) $5 Shares 300 Est. Cost $22.44 Unrealized -16.8%
FITB Fifth Third Bancorp 0.0%
Value ($000) $4 Shares 100 Est. Cost $36.56 Unrealized +17.7%
ADM Archer Daniels Midland Co 0.0%
Value ($000) $3 Shares 58 Est. Cost $57.76 Unrealized 0.0%
SJM Smucker J M Co 0.0%
Value ($000) $3 Shares 30 Est. Cost $107.22 Unrealized -0.2%
AMGN Amgen Inc 0.0%
Value ($000) $3 Shares 11 Est. Cost $287.24 Unrealized -0.2%
HLN ADR Haleon PLC 0.0%
Value ($000) $3 Shares 300 Est. Cost $10.37 Unrealized
ON ON Semiconductor Corp 0.0%
Value ($000) $2 Shares 50 Est. Cost $78.58 Unrealized -33.0%
WMB Williams Companies 0.0%
Value ($000) $1 Shares 19 Est. Cost $51.72 Unrealized +11.8%
UG United Guardian Inc 0.0%
Value ($000) $1 Shares 100 Est. Cost $8.27 Unrealized -0.5%