TOWER TRUST & INVESTMENT Co Diversified Active

Location: Davenport, IA

CIK: 0002067591 · Show all filings

Period: Q1 2025 (Next →)

Filing Date: May 13, 2025

Total Value: $124M (100.0% shares, 0.0% debt)

Holdings (196)

AAPL APPLE INC 12.2%
Value $15.08M Shares 70,949 Est. Cost $230.77 Unrealized 0.0%
GII SPDR S&P GLOBAL INFRASTRUCTURE ETF 6.4%
Value $7.999M Shares 124,661 Est. Cost $64.17 Unrealized
NVDA NVIDIA CORP 6.2%
Value $7.655M Shares 70,277 Est. Cost $126.71 Unrealized 0.0%
MSFT MICROSOFT CORP 5.8%
Value $7.192M Shares 18,197 Est. Cost $405.08 Unrealized 0.0%
META META PLATFORMS INC CL A 3.7%
Value $4.588M Shares 8,357 Est. Cost $643.25 Unrealized 0.0%
AMZN AMAZON COM INC 3.4%
Value $4.201M Shares 22,779 Est. Cost $217.00 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 3.1%
Value $3.808M Shares 15,569 Est. Cost $250.91 Unrealized 0.0%
GOOG ALPHABET INC CLASS C 2.8%
Value $3.43M Shares 21,318 Est. Cost $182.46 Unrealized 0.0%
COST COSTCO WHSL CORP NEW COM 2.3%
Value $2.831M Shares 2,847 Est. Cost $970.56 Unrealized 0.0%
MA MASTERCARD INC CL A 2.1%
Value $2.577M Shares 4,703 Est. Cost $542.01 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC 1.9%
Value $2.359M Shares 46,693 Est. Cost $54.38 Unrealized 0.0%
GOOGL ALPHABET INC CLASS A 1.8%
Value $2.225M Shares 14,011 Est. Cost $180.70 Unrealized 0.0%
HON HONEYWELL INTERNATIONAL INC 1.4%
Value $1.771M Shares 8,412 Est. Cost $198.41 Unrealized 0.0%
ABT ABBOTT LABORATORIES 1.4%
Value $1.699M Shares 12,994 Est. Cost $125.48 Unrealized 0.0%
PANW PALO ALTO NETWORKS 1.3%
Value $1.614M Shares 8,634 Est. Cost $184.92 Unrealized 0.0%
TJX TJX COS INC NEW 1.3%
Value $1.568M Shares 12,189 Est. Cost $120.10 Unrealized 0.0%
CRM SALESFORCE INC COM 1.2%
Value $1.537M Shares 5,719 Est. Cost $309.01 Unrealized 0.0%
GWW GRAINGER W W INC COM 1.1%
Value $1.329M Shares 1,298 Est. Cost $1025.88 Unrealized 0.0%
IEFA ISHARES TR CORE MSCI EAFE 1.0%
Value $1.282M Shares 16,288 Est. Cost $78.71 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC 1.0%
Value $1.275M Shares 7,590 Est. Cost $162.09 Unrealized 0.0%
MDLZ MONDELEZ INTERNATIONAL INC COM 1.0%
Value $1.272M Shares 18,676 Est. Cost $59.75 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.9%
Value $1.135M Shares 5,824 Est. Cost $212.91 Unrealized 0.0%
COR AMERISOURCEBERGEN CORP COM 0.9%
Value $1.132M Shares 3,869 Est. Cost $249.56 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW COM 0.9%
Value $1.109M Shares 4,920 Est. Cost $189.52 Unrealized 0.0%
NSC NORFOLK SOUTHERN CORP 0.9%
Value $1.061M Shares 4,738 Est. Cost $239.35 Unrealized 0.0%
ORCL ORACLE CORP 0.8%
Value $1.048M Shares 7,449 Est. Cost $161.57 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.8%
Value $1.038M Shares 3,816 Est. Cost $255.81 Unrealized 0.0%
CVS CVS HEALTH CORPORATION 0.8%
Value $1.029M Shares 15,428 Est. Cost $57.99 Unrealized 0.0%
MRSH MARSH & MCLENNAN COMPANY INC 0.8%
Value $988K Shares 4,382 Est. Cost $223.35 Unrealized 0.0%
KO COCA-COLA CO COM 0.8%
Value $985K Shares 13,577 Est. Cost $64.97 Unrealized 0.0%
NOW SERVICE NOW INC 0.8%
Value $974K Shares 1,020 Est. Cost $192.75 Unrealized 0.0%
HD HOME DEPOT INC 0.8%
Value $945K Shares 2,622 Est. Cost $380.72 Unrealized 0.0%
CSCO CISCO SYSTEMS INC 0.7%
Value $916K Shares 15,872 Est. Cost $60.10 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.7%
Value $915K Shares 8,662 Est. Cost $107.21 Unrealized 0.0%
BX BLACKSTONE INC COM 0.7%
Value $892K Shares 6,774 Est. Cost $158.19 Unrealized 0.0%
GSK GSK PLC SPONSORED ADR 0.7%
Value $888K Shares 22,281 Est. Cost $39.84 Unrealized
MCD MCDONALD'S CORP 0.7%
Value $879K Shares 2,749 Est. Cost $292.89 Unrealized 0.0%
TFC TRUIST FINANCIAL CORP 0.7%
Value $873K Shares 22,775 Est. Cost $42.69 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.7%
Value $809K Shares 2,703 Est. Cost $349.45 Unrealized 0.0%
SCHW CHARLES SCHWAB CORP NEW 0.7%
Value $808K Shares 9,930 Est. Cost $77.67 Unrealized 0.0%
PG PROCTER & GAMBLE CO 0.6%
Value $791K Shares 4,866 Est. Cost $163.95 Unrealized 0.0%
ETN EATON CORPORATION COMMON 0.6%
Value $774K Shares 2,630 Est. Cost $308.54 Unrealized 0.0%
NEE NEXTERA ENERGY INC COM 0.6%
Value $774K Shares 11,569 Est. Cost $68.66 Unrealized 0.0%
ZBH ZIMMER HLDGS INC COM 0.6%
Value $768K Shares 7,455 Est. Cost $105.94 Unrealized 0.0%
ADBE ADOBE SYS INC COM 0.6%
Value $745K Shares 1,987 Est. Cost $428.84 Unrealized 0.0%
DE DEERE & CO 0.6%
Value $727K Shares 1,569 Est. Cost $461.52 Unrealized 0.0%
BLK BLACKROCK INC COM 0.6%
Value $721K Shares 789 Est. Cost $961.85 Unrealized 0.0%
LOW LOWE'S COMPANIES INC 0.6%
Value $702K Shares 3,141 Est. Cost $242.06 Unrealized 0.0%
MAS MASCO CORP 0.6%
Value $695K Shares 11,474 Est. Cost $73.59 Unrealized 0.0%
NFLX NETFLIX INC 0.5%
Value $679K Shares 600 Est. Cost $95.10 Unrealized 0.0%
CMCSA COMCAST CORPORATION 0.5%
Value $658K Shares 19,243 Est. Cost $35.04 Unrealized 0.0%
BA BOEING CO 0.5%
Value $654K Shares 3,567 Est. Cost $173.09 Unrealized 0.0%
NKE NIKE INC CL B 0.5%
Value $649K Shares 11,516 Est. Cost $72.05 Unrealized 0.0%
BND VANGUARD B TOTAL BOND 0.5%
Value $648K Shares 8,813 Est. Cost $73.50 Unrealized
SLB SCHLUMBERGER LTD 0.5%
Value $641K Shares 19,288 Est. Cost $39.90 Unrealized 0.0%
WFC WELLS FARGO & CO NEW 0.5%
Value $633K Shares 8,908 Est. Cost $73.70 Unrealized 0.0%
CVX CHEVRON CORPORATION 0.5%
Value $626K Shares 4,600 Est. Cost $150.48 Unrealized 0.0%
CDW CDW CORP COM 0.5%
Value $626K Shares 3,898 Est. Cost $179.25 Unrealized 0.0%
FDX FEDEX CORP 0.5%
Value $624K Shares 2,969 Est. Cost $253.59 Unrealized 0.0%
VO VANGUARD MID CAP ETF 0.5%
Value $623K Shares 2,434 Est. Cost $256.08 Unrealized
EOG EOG RESOURCES INC 0.5%
Value $584K Shares 5,292 Est. Cost $125.12 Unrealized 0.0%
PYPL PAYPAL HOLDINGS INC 0.5%
Value $575K Shares 8,731 Est. Cost $77.71 Unrealized 0.0%
DD DUPONT DE NEMOURS INC 0.5%
Value $564K Shares 8,544 Est. Cost $31.89 Unrealized 0.0%
VCIT VANGUARD SCOTTSDALE FDS INT-TERM CORP 0.4%
Value $544K Shares 6,654 Est. Cost $81.78 Unrealized
DIS WALT DISNEY COMPANY 0.4%
Value $534K Shares 5,867 Est. Cost $106.29 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC COM 0.4%
Value $510K Shares 5,240 Est. Cost $111.19 Unrealized 0.0%
VOO VANGUARD I S&P 500 ETF SHS 0.4%
Value $508K Shares 996 Est. Cost $509.73 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value $496K Shares 9,872 Est. Cost $55.48 Unrealized 0.0%
DEERE & CO 0.4%
Value $464K Shares 1,000 Est. Cost $463.55 Unrealized
UNH UNITEDHEALTH GROUP INC 0.4%
Value $457K Shares 1,110 Est. Cost $499.48 Unrealized 0.0%
PFE PFIZER INC COM 0.4%
Value $455K Shares 18,660 Est. Cost $24.71 Unrealized 0.0%
BBWI BATH & BODY WORKS INC COM 0.4%
Value $449K Shares 14,709 Est. Cost $34.07 Unrealized 0.0%
FCX FREEPORT MCMORAN CORP COPPER & GOLD INC CL B 0.3%
Value $409K Shares 11,348 Est. Cost $37.81 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.3%
Value $354K Shares 1,709 Est. Cost $227.37 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC 0.3%
Value $347K Shares 7,541 Est. Cost $54.19 Unrealized 0.0%
BIIB BIOGEN IDEC INC 0.3%
Value $330K Shares 2,727 Est. Cost $142.96 Unrealized 0.0%
IEMG ISHARES INC CORE MSCI EMKT 0.2%
Value $301K Shares 5,555 Est. Cost $54.17 Unrealized
VB VANGUARD INDEX FDS SMALL CP ETF 0.2%
Value $289K Shares 1,339 Est. Cost $216.15 Unrealized
VUG VANGUARD GRWTH INDEX 0.2%
Value $278K Shares 734 Est. Cost $378.28 Unrealized
JNK SPDR SERIES TRUST BLOOMBERG BRCLYS 0.2%
Value $274K Shares 2,895 Est. Cost $94.71 Unrealized
HAL HALLIBURTON CO 0.2%
Value $273K Shares 13,808 Est. Cost $25.59 Unrealized 0.0%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.2%
Value $271K Shares 1,657 Est. Cost $163.41 Unrealized
PEP PEPSICO INC 0.2%
Value $238K Shares 1,753 Est. Cost $143.48 Unrealized 0.0%
QCRH QCR HOLDINGS INC COM 0.2%
Value $227K Shares 3,495 Est. Cost $75.97 Unrealized 0.0%
VNQ VANGUARD REAL ESTATE INDEX FUND 0.2%
Value $195K Shares 2,203 Est. Cost $88.33 Unrealized
ZTS ZOETIS INC 0.2%
Value $188K Shares 1,200 Est. Cost $164.52 Unrealized 0.0%
SO SOUTHERN CO 0.1%
Value $184K Shares 2,006 Est. Cost $84.13 Unrealized 0.0%
CAT CATERPILLAR INC 0.1%
Value $172K Shares 557 Est. Cost $351.95 Unrealized 0.0%
BK BANK OF NEW YORK MELLON 0.1%
Value $172K Shares 2,139 Est. Cost $82.56 Unrealized 0.0%
AVGO BROADCOM INC COM 0.1%
Value $167K Shares 870 Est. Cost $209.82 Unrealized 0.0%
VTV VANGUARD I VANGUARD VAL EFT 0.1%
Value $156K Shares 939 Est. Cost $166.48 Unrealized
PSA PUBLIC STORAGE OPER CO COM 0.1%
Value $152K Shares 506 Est. Cost $287.59 Unrealized 0.0%
VTI VANGUARD INDEX FDS TTL STK MRKT ETF 0.1%
Value $151K Shares 552 Est. Cost $272.82 Unrealized
LNT ALLIANT ENERGY CORP COM 0.1%
Value $142K Shares 2,320 Est. Cost $59.57 Unrealized 0.0%
IGF ISHARES GLOBAL INFRASTRCTUREETF 0.1%
Value $140K Shares 2,484 Est. Cost $56.38 Unrealized
ANET ARISTA NETWORKS INC COM 0.1%
Value $139K Shares 1,692 Est. Cost $101.39 Unrealized 0.0%
ABBV ABBVIE INC USD 0.1%
Value $137K Shares 700 Est. Cost $189.39 Unrealized 0.0%
KKR KKR & COMPANY INC 0.1%
Value $114K Shares 1,000 Est. Cost $136.88 Unrealized 0.0%
MDT MEDTRONIC PLC 0.1%
Value $106K Shares 1,250 Est. Cost $87.41 Unrealized 0.0%
VGT VANGUARD WORLD FDS INF TECH ETF 0.1%
Value $105K Shares 192 Est. Cost $549.45 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value $105K Shares 350 Est. Cost $295.41 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO COM 0.1%
Value $101K Shares 2,000 Est. Cost $53.92 Unrealized 0.0%
CTVA CORTEVA INC 0.1%
Value $95,588 Shares 1,542 Est. Cost $61.25 Unrealized 0.0%
LLY ELI LILLY & CO 0.1%
Value $89,895 Shares 100 Est. Cost $826.69 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.1%
Value $81,351 Shares 308 Est. Cost $245.41 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value $78,638 Shares 151 Est. Cost $520.78 Unrealized
QQQ INVESCO QQQ TR UNIT SER 1 0.1%
Value $76,073 Shares 160 Est. Cost $475.46 Unrealized
YUM YUM BRANDS INC COM 0.1%
Value $75,821 Shares 504 Est. Cost $141.64 Unrealized 0.0%
V VISA INC COM CL A 0.1%
Value $67,718 Shares 196 Est. Cost $336.32 Unrealized 0.0%
GUNR FLEXSHARES TR MORNSTAR UPSTR 0.1%
Value $67,035 Shares 1,773 Est. Cost $37.81 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES CORP IBM 0.1%
Value $63,113 Shares 261 Est. Cost $239.40 Unrealized 0.0%
CMI CUMMINS INC COM 0.0%
Value $58,766 Shares 200 Est. Cost $346.08 Unrealized 0.0%
SPY SPDR S&P 500 ETF TRUST 0.0%
Value $55,452 Shares 100 Est. Cost $554.52 Unrealized
VIG VANGUARD SPECIALIZED PORTFOLDIV APP ETF 0.0%
Value $55,016 Shares 288 Est. Cost $191.03 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value $54,238 Shares 347 Est. Cost $152.45 Unrealized 0.0%
CRWD CROWDSTRIKE HOLDINGS, INC 0.0%
Value $53,178 Shares 124 Est. Cost $381.06 Unrealized 0.0%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value $48,715 Shares 250 Est. Cost $194.86 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value $47,348 Shares 461 Est. Cost $108.96 Unrealized 0.0%
DG DOLLAR GEN CORP NEW 0.0%
Value $46,845 Shares 500 Est. Cost $74.36 Unrealized 0.0%
DHR DANAHER CORP 0.0%
Value $44,051 Shares 221 Est. Cost $216.97 Unrealized 0.0%
PGR PROGRESSIVE CORP OHIO 0.0%
Value $43,949 Shares 156 Est. Cost $245.29 Unrealized 0.0%
IWP ISHARES TR RUSSELL MCP GR 0.0%
Value $41,480 Shares 342 Est. Cost $121.29 Unrealized
EXAS EXACT SCIENCES CORP 0.0%
Value $41,067 Shares 900 Est. Cost $50.64 Unrealized 0.0%
T AT & T INC 0.0%
Value $40,993 Shares 1,480 Est. Cost $24.35 Unrealized 0.0%
MRK MERCK & CO INC NEW COM 0.0%
Value $39,192 Shares 460 Est. Cost $90.12 Unrealized 0.0%
MAR MARRIOTT INTERNATIONAL INC (NEW) 0.0%
Value $38,172 Shares 160 Est. Cost $269.39 Unrealized 0.0%
WIX WIX COM LTD SHS 0.0%
Value $36,461 Shares 215 Est. Cost $207.73 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $36,129 Shares 820 Est. Cost $39.58 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value $29,862 Shares 56 Est. Cost $486.15 Unrealized 0.0%
ONB OLD NATL BANCORP IND NPV 0.0%
Value $29,629 Shares 1,439 Est. Cost $22.50 Unrealized 0.0%
USPH U S PHYSICAL THERAPY COM 0.0%
Value $28,444 Shares 400 Est. Cost $83.90 Unrealized 0.0%
IWR ISHARES RUSSELL MID CAP INDEX FUND 0.0%
Value $26,928 Shares 320 Est. Cost $84.15 Unrealized
DUK DUKE ENERGY CORP NEW USD 0.0%
Value $25,257 Shares 207 Est. Cost $110.55 Unrealized 0.0%
COP CONOCOPHILLIPS 0.0%
Value $24,597 Shares 276 Est. Cost $96.79 Unrealized 0.0%
MO ALTRIA GROUP INC 0.0%
Value $23,660 Shares 400 Est. Cost $51.03 Unrealized 0.0%
IWS ISHARES TR RUSSELL MCP VL 0.0%
Value $23,322 Shares 190 Est. Cost $122.75 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value $21,828 Shares 504 Est. Cost $47.97 Unrealized 0.0%
ENB ENBRIDGE INC COM 0.0%
Value $21,566 Shares 462 Est. Cost $41.39 Unrealized 0.0%
FAST FASTENAL CO COM 0.0%
Value $21,214 Shares 262 Est. Cost $36.85 Unrealized 0.0%
NMAX NEWSMAX INC COM SHS CLASS B 0.0%
Value $20,845 Shares 902 Est. Cost $83.51 Unrealized 0.0%
CB CHUBB LTD 0.0%
Value $20,597 Shares 72 Est. Cost $276.25 Unrealized 0.0%
BR BROADRIDGE FINANCIAL SOLUTIONS INC 0.0%
Value $18,907 Shares 78 Est. Cost $231.86 Unrealized 0.0%
PAYX PAYCHEX INC 0.0%
Value $18,537 Shares 126 Est. Cost $143.17 Unrealized 0.0%
HWM HOWMET AEROSPACE INC COM 0.0%
Value $18,431 Shares 133 Est. Cost $126.73 Unrealized 0.0%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value $17,803 Shares 278 Est. Cost $56.05 Unrealized 0.0%
GE GENERAL ELECTRIC CO 0.0%
Value $17,332 Shares 86 Est. Cost $195.73 Unrealized 0.0%
LIN LINDE PLC SHS 0.0%
Value $17,222 Shares 38 Est. Cost $444.55 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value $16,981 Shares 76 Est. Cost $266.65 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR 0.0%
Value $16,669 Shares 100 Est. Cost $166.69 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TRUROBO GLB ETF 0.0%
Value $16,529 Shares 325 Est. Cost $50.86 Unrealized
NORDSTROM INC 0.0%
Value $15,274 Shares 633 Est. Cost $24.13 Unrealized
FDL FIRST TR MORNINGSTAR DIVID LSHS 0.0%
Value $15,135 Shares 368 Est. Cost $41.13 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value $14,701 Shares 100 Est. Cost $129.09 Unrealized 0.0%
PSX PHILLIPS 66 COM 0.0%
Value $14,360 Shares 138 Est. Cost $119.26 Unrealized 0.0%
ABNB AIRBNB INC 0.0%
Value $12,192 Shares 100 Est. Cost $133.97 Unrealized 0.0%
NUVEEN AMT FREE MUN CR INC FCOM 0.0%
Value $11,610 Shares 974 Est. Cost $11.92 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A 0.0%
Value $11,401 Shares 155 Est. Cost $80.25 Unrealized 0.0%
EXC EXELON CORP 0.0%
Value $10,787 Shares 230 Est. Cost $40.50 Unrealized 0.0%
KLAC KLA-TENCOR CORP COM 0.0%
Value $10,540 Shares 15 Est. Cost $714.90 Unrealized 0.0%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value $10,216 Shares 81 Est. Cost $124.76 Unrealized 0.0%
IJK ISHARES TR S&P MC 400 GRW 0.0%
Value $9,541 Shares 115 Est. Cost $82.97 Unrealized
NTRS NORTHERN TR CORP COM 0.0%
Value $9,491 Shares 101 Est. Cost $103.45 Unrealized 0.0%
VLTO VERALTO CORP COM SHS 0.0%
Value $9,205 Shares 96 Est. Cost $99.37 Unrealized 0.0%
ITW ILLINOIS TOOL WORK INC COM 0.0%
Value $8,876 Shares 37 Est. Cost $250.69 Unrealized 0.0%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value $8,686 Shares 518 Est. Cost $20.53 Unrealized 0.0%
IJJ ISHARES TR S&P MIDCP VALU 0.0%
Value $8,565 Shares 75 Est. Cost $114.20 Unrealized
EIX EDISON INTERNATIONAL 0.0%
Value $8,025 Shares 150 Est. Cost $54.83 Unrealized 0.0%
GGG GRACO INC COM 0.0%
Value $7,916 Shares 97 Est. Cost $83.47 Unrealized 0.0%
FIS FIDELITY NATL INFO SERVICES 0.0%
Value $7,730 Shares 98 Est. Cost $73.62 Unrealized 0.0%
MMM 3M CO 0.0%
Value $7,501 Shares 54 Est. Cost $144.58 Unrealized 0.0%
GEV GE VERNOVA INC COM 0.0%
Value $7,416 Shares 20 Est. Cost $348.14 Unrealized 0.0%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value $7,393 Shares 66 Est. Cost $112.02 Unrealized
INTC INTEL CORP 0.0%
Value $7,332 Shares 365 Est. Cost $21.88 Unrealized 0.0%
WY WEYERHAEUSER CO COM 0.0%
Value $7,277 Shares 281 Est. Cost $28.86 Unrealized 0.0%
WALGREEN BOOTS ALLIANCE INC 0.0%
Value $6,582 Shares 600 Est. Cost $10.97 Unrealized
ETSY ETSY INC 0.0%
Value $6,085 Shares 140 Est. Cost $51.21 Unrealized 0.0%
RUM RUMBLE INC COM CL A 0.0%
Value $5,928 Shares 768 Est. Cost $10.43 Unrealized 0.0%
TTD TRADE DESK INC 0.0%
Value $5,363 Shares 100 Est. Cost $90.47 Unrealized 0.0%
IJR ISHARES TRUST S& P SMALLCAP 600 INDEX FD 0.0%
Value $4,005 Shares 40 Est. Cost $100.13 Unrealized
BAC BANK OF AMERICA CORPORATION 0.0%
Value $3,988 Shares 100 Est. Cost $43.62 Unrealized 0.0%
AZN ASTRAZENECA PLC NPV ADR 0.0%
Value $3,948 Shares 55 Est. Cost $71.78 Unrealized
UA UNDER ARMOUR INC 0.0%
Value $3,829 Shares 704 Est. Cost $6.81 Unrealized 0.0%
NUE NUCOR CORP COM 0.0%
Value $3,581 Shares 30 Est. Cost $126.78 Unrealized 0.0%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value $3,388 Shares 86 Est. Cost $47.84 Unrealized 0.0%
WTBA WEST BANCORPORATION INC CAP STK 0.0%
Value $3,007 Shares 155 Est. Cost $21.36 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value $2,756 Shares 318 Est. Cost $10.46 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGIES ICOMMON STOCK 0.0%
Value $1,968 Shares 28 Est. Cost $85.82 Unrealized 0.0%
CCL CARNIVAL CORP 0.0%
Value $1,834 Shares 100 Est. Cost $23.78 Unrealized 0.0%
AA ALCOA CORP COM 0.0%
Value $1,078 Shares 44 Est. Cost $34.60 Unrealized 0.0%
SOLV SOLVENTUM CORP COM SHS 0.0%
Value $859 Shares 13 Est. Cost $74.47 Unrealized 0.0%
FG F&G ANNUITIES & LIFE INC COMMON STOCK 0.0%
Value $626 Shares 18 Est. Cost $40.95 Unrealized 0.0%
OXY/WS OCCIDENTAL PETE CORP WTS EXP 08/03/2027 0.0%
Value $187 Shares 10 Est. Cost $18.70 Unrealized
CC CHEMOURS CO 0.0%
Value $123 Shares 10 Est. Cost $16.08 Unrealized 0.0%
OGN ORGANON & CO COMMON STOCK 0.0%
Value $77 Shares 6 Est. Cost $15.11 Unrealized 0.0%
ACCELERATE DIAGNOSTICS INC COM NEW 0.0%
Value $72 Shares 140 Est. Cost $0.51 Unrealized
ZIMVIE INC COM 0.0%
Value $72 Shares 8 Est. Cost $9.00 Unrealized