Indiana Trust & Investment Management

Latest statistics and disclosures from Indiana Trust & Investment Management's latest quarterly 13F-HR filing:

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Portfolio Holdings for Indiana Trust & Investment Management

Indiana Trust & Investment Management holds 487 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 8.9 $26M 45k 573.76
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NVIDIA Corporation (NVDA) 8.3 $24M +11% 200k 121.44
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Apple (AAPL) 5.1 $15M 64k 233.00
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Eli Lilly & Co. (LLY) 3.6 $11M -30% 12k 885.94
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Alphabet Inc Class A cs (GOOGL) 2.9 $8.4M 51k 165.85
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iShares Russell 1000 Index (IWB) 2.7 $8.0M 26k 314.39
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Amazon (AMZN) 2.7 $7.9M +15% 42k 186.33
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iShares Russell 1000 Growth Index (IWF) 2.4 $6.9M -4% 18k 375.38
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Costco Wholesale Corporation (COST) 2.3 $6.9M +4% 7.7k 886.52
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JPMorgan Chase & Co. (JPM) 2.0 $5.8M +2% 28k 210.86
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Microsoft Corporation (MSFT) 1.8 $5.2M -4% 12k 430.30
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Ball Corporation (BALL) 1.8 $5.2M 76k 67.91
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Facebook Inc cl a (META) 1.7 $4.9M +2% 8.5k 572.44
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Oracle Corporation (ORCL) 1.5 $4.3M 25k 170.40
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Fiserv (FI) 1.4 $4.2M 24k 179.65
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Vanguard Total Stock Market ETF (VTI) 1.4 $4.0M +596% 14k 283.16
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TJX Companies (TJX) 1.1 $3.2M +6% 27k 117.54
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Lowe's Companies (LOW) 1.1 $3.1M -3% 12k 270.85
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Nuveen Div. Advantage Muni. Fund (NAD) 1.0 $2.8M 225k 12.38
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1st Source Corporation (SRCE) 0.9 $2.8M -4% 47k 59.88
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Caterpillar (CAT) 0.9 $2.6M +19% 6.6k 391.12
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Nuveen Insured Tax-Free Adv Munici (NEA) 0.9 $2.5M 213k 11.97
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Procter & Gamble Company (PG) 0.8 $2.3M +9% 13k 173.20
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Visa (V) 0.8 $2.3M 8.2k 274.95
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Abbvie (ABBV) 0.8 $2.2M 11k 197.48
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iShares Russell Midcap Index Fund (IWR) 0.8 $2.2M -5% 25k 88.14
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Johnson & Johnson (JNJ) 0.7 $2.2M +18% 13k 162.06
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BlackRock (BLK) 0.7 $2.0M -9% 2.2k 949.51
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iShares Russell 2000 Index (IWM) 0.7 $2.0M 9.2k 220.89
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iShares S&P 500 Index (IVV) 0.7 $2.0M 3.5k 576.82
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Exxon Mobil Corporation (XOM) 0.6 $1.9M 16k 117.22
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Invesco Van Kampen Trust For Inv Grd Mun (VGM) 0.6 $1.8M 173k 10.56
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iShares Russell Microcap Index (IWC) 0.6 $1.8M 15k 123.32
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AllianceBernstein Natnl Muncpl Incm Fnd. (AFB) 0.6 $1.8M 152k 11.80
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Vanguard S&p 500 Etf idx (VOO) 0.6 $1.8M 3.4k 527.67
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Vanguard Information Technology ETF (VGT) 0.6 $1.7M 2.9k 586.52
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iShares Russell 1000 Value Index (IWD) 0.6 $1.7M +17% 9.0k 189.80
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Eaton Vance Municipal Bond Fund (EIM) 0.5 $1.6M 147k 10.76
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iShares MSCI EAFE Index Fund (EFA) 0.5 $1.5M 19k 83.63
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General Dynamics Corporation (GD) 0.5 $1.5M -2% 5.1k 302.20
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Invesco Qqq Trust Series 1 (QQQ) 0.5 $1.5M -9% 3.1k 488.07
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Eaton (ETN) 0.5 $1.5M 4.5k 331.44
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Berkshire Hathaway (BRK.B) 0.5 $1.5M 3.2k 460.26
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Blackrock Muniyield Quality Fund (MQY) 0.5 $1.4M -26% 110k 13.11
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Stryker Corporation (SYK) 0.5 $1.4M -6% 3.9k 361.26
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Vanguard Scottsdale Fds cmn (VONE) 0.5 $1.4M 5.4k 260.07
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Applied Materials (AMAT) 0.5 $1.4M +46% 6.8k 202.05
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Old National Ban (ONB) 0.5 $1.3M 72k 18.66
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AFLAC Incorporated (AFL) 0.5 $1.3M -2% 12k 111.80
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Pepsi (PEP) 0.4 $1.3M -6% 7.7k 170.05
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Alphabet Inc Class C cs (GOOG) 0.4 $1.3M +7% 7.8k 167.19
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McDonald's Corporation (MCD) 0.4 $1.3M -12% 4.2k 304.51
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Honeywell International (HON) 0.4 $1.2M +5% 6.0k 206.71
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Wal-Mart Stores (WMT) 0.4 $1.2M +26% 15k 80.75
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Horizon Ban (HBNC) 0.4 $1.2M 77k 15.55
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iShares Russell 3000 Index (IWV) 0.4 $1.2M NEW 3.5k 326.73
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BlackRock Insured Municipal Income Trust (BYM) 0.4 $1.1M -3% 94k 12.04
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Van Kampen Advantage Muni Incm Tr II (VKI) 0.4 $1.1M 121k 9.31
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BlackRock MuniVest Fund (MVF) 0.4 $1.1M 148k 7.60
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iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.4 $1.1M 9.9k 112.98
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Qualcomm (QCOM) 0.4 $1.0M +63% 6.1k 170.05
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Chevron Corporation (CVX) 0.4 $1.0M -5% 7.0k 147.27
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Ishares Inc msci emrg chn (EMXC) 0.3 $1.0M 17k 61.11
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MasterCard Incorporated (MA) 0.3 $997k +10% 2.0k 493.80
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Vanguard Dividend Appreciation ETF (VIG) 0.3 $989k 5.0k 198.06
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Vanguard Growth ETF (VUG) 0.3 $978k +16% 2.5k 383.93
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Nextera Energy (NEE) 0.3 $939k -6% 11k 84.53
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iShares S&P SmallCap 600 Index (IJR) 0.3 $921k -3% 7.9k 116.96
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Vanguard Russell 1000 Value Et (VONV) 0.3 $883k 11k 83.33
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iShares Dow Jones Select Dividend (DVY) 0.3 $871k +163% 6.4k 135.07
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Ea Series Trust (STRV) 0.3 $847k 23k 36.84
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iShares S&P Latin America 40 Index (ILF) 0.3 $824k 32k 25.91
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Nike (NKE) 0.3 $802k 9.1k 88.40
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Abbott Laboratories (ABT) 0.3 $797k 7.0k 114.01
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iShares MSCI Brazil Small Cap Index ETF (EWZS) 0.3 $786k 63k 12.58
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iShares MSCI Brazil Index (EWZ) 0.3 $782k 27k 29.49
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American Express Company (AXP) 0.3 $771k 2.8k 271.20
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iShares S&P 100 Index (OEF) 0.2 $711k 2.6k 276.76
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Western Asset Managed Municipals Fnd (MMU) 0.2 $710k 66k 10.84
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International Business Machines (IBM) 0.2 $694k 3.1k 221.08
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Berkshire Hathaway (BRK.A) 0.2 $691k NEW 1.00 691180.00
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Advanced Micro Devices (AMD) 0.2 $678k +17% 4.1k 164.08
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Freeport-McMoRan Copper & Gold (FCX) 0.2 $638k -17% 13k 49.92
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iShares S&P MidCap 400 Index (IJH) 0.2 $634k -5% 10k 62.32
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Amgen (AMGN) 0.2 $632k 2.0k 322.21
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Bristol Myers Squibb (BMY) 0.2 $627k -14% 12k 51.74
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Vanguard Value ETF (VTV) 0.2 $619k 3.5k 174.57
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Merck & Co (MRK) 0.2 $593k 5.2k 113.56
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SYSCO Corporation (SYY) 0.2 $583k 7.5k 78.06
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Tesla Motors (TSLA) 0.2 $583k 2.2k 261.63
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Intercontinental Exchange (ICE) 0.2 $574k +13% 3.6k 160.64
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SPDR S&P Dividend (SDY) 0.2 $567k -6% 4.0k 142.04
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Vanguard Total World Stock Idx (VT) 0.2 $565k 4.7k 119.70
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Vanguard REIT ETF (VNQ) 0.2 $563k +52% 5.8k 97.42
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W.W. Grainger (GWW) 0.2 $561k +14% 540.00 1038.81
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ConocoPhillips (COP) 0.2 $558k 5.3k 105.28
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CSX Corporation (CSX) 0.2 $550k 16k 34.53
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American Electric Power Company (AEP) 0.2 $540k 5.3k 102.60
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Prudential Financial (PRU) 0.2 $531k 4.4k 121.10
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Home Depot (HD) 0.2 $516k -24% 1.3k 405.20
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iShares Brclys Intrdte Gov/Crt Bd (GVI) 0.2 $498k 4.7k 107.10
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Dws Municipal Income Cf non-tax cef (KTF) 0.2 $493k -38% 49k 9.97
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Vanguard Emerging Markets ETF (VWO) 0.2 $492k +69% 10k 47.85
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Walt Disney Company (DIS) 0.2 $489k -3% 5.1k 96.19
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Pfizer (PFE) 0.2 $489k 17k 28.94
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Air Products & Chemicals (APD) 0.2 $484k +6% 1.6k 297.74
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UnitedHealth (UNH) 0.2 $465k 796.00 584.68
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Invesco S&p 500 Equal Weight Etf (RSP) 0.2 $465k 2.6k 179.16
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Vanguard Mid-Cap ETF (VO) 0.2 $461k +133% 1.7k 263.83
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Linde (LIN) 0.2 $458k +284% 960.00 476.86
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Equity Residential (EQR) 0.2 $457k 6.1k 74.46
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Deere & Company (DE) 0.2 $443k -32% 1.1k 417.33
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MetLife (MET) 0.1 $439k 5.3k 82.48
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Union Pacific Corporation (UNP) 0.1 $419k 1.7k 246.48
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Vanguard Intermediate-Term Bond ETF (BIV) 0.1 $415k NEW 5.3k 78.37
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Illinois Tool Works (ITW) 0.1 $414k 1.6k 262.07
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Medtronic (MDT) 0.1 $400k 4.4k 90.03
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iShares S&P MidCap 400 Growth (IJK) 0.1 $381k 4.1k 91.93
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iShares MSCI Emerging Markets Indx (EEM) 0.1 $375k -3% 8.2k 45.86
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Select Energy Svcs Inc cl a (WTTR) 0.1 $374k 34k 11.13
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Cisco Systems (CSCO) 0.1 $362k -20% 6.8k 53.22
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Analog Devices (ADI) 0.1 $359k -7% 1.6k 230.17
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Vanguard Charlotte Fds intl bd idx etf (BNDX) 0.1 $352k NEW 7.0k 50.28
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Norfolk Southern (NSC) 0.1 $351k -4% 1.4k 248.50
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iShares S&P 1500 Index Fund (ITOT) 0.1 $347k +2257% 2.8k 125.62
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Target Corporation (TGT) 0.1 $343k 2.2k 155.86
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iShares Gold Trust (IAU) 0.1 $342k 6.9k 49.70
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Etf Ser Solutions (MSTB) 0.1 $341k 10k 34.06
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Anthem (ELV) 0.1 $340k 653.00 520.00
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Vanguard Large-Cap ETF (VV) 0.1 $337k 1.3k 263.29
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Starbucks Corporation (SBUX) 0.1 $327k +6% 3.4k 97.49
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Wells Fargo & Company (WFC) 0.1 $327k 5.8k 56.49
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Lockheed Martin Corporation (LMT) 0.1 $325k -21% 556.00 584.56
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Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) 0.1 $325k 8.0k 40.63
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salesforce (CRM) 0.1 $317k +6% 1.2k 273.71
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Williams-Sonoma (WSM) 0.1 $310k +100% 2.0k 154.92
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Vanguard Small-Cap ETF (VB) 0.1 $306k 1.3k 237.21
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Bank of America Corporation (BAC) 0.1 $302k +7% 7.6k 39.68
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Coca-Cola Company (KO) 0.1 $297k -7% 4.1k 71.86
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Emerson Electric (EMR) 0.1 $281k 2.6k 109.37
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Blackstone Group Inc Com Cl A (BX) 0.1 $278k 1.8k 153.13
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SPDR Gold Trust (GLD) 0.1 $274k 1.1k 243.06
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Danaher Corporation (DHR) 0.1 $273k +29% 982.00 278.02
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Adobe Systems Incorporated (ADBE) 0.1 $272k -12% 525.00 517.78
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iShares Russell 3000 Growth Index (IUSG) 0.1 $268k 2.0k 131.91
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Raytheon Technologies Corp (RTX) 0.1 $266k -35% 2.2k 121.16
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Phillips 66 (PSX) 0.1 $256k 1.9k 131.45
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Palo Alto Networks (PANW) 0.1 $251k +10% 733.00 341.80
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Vanguard Scottsdale Fds vng rus2000grw (VTWG) 0.1 $250k 1.2k 207.25
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Duke Energy (DUK) 0.1 $248k 2.1k 115.30
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Vanguard Scottsdale Fds cmn (VTWV) 0.1 $246k 1.7k 147.15
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Intuitive Surgical (ISRG) 0.1 $246k 500.00 491.27
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Tidal Etf Tr (JSTC) 0.1 $245k 13k 18.87
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Energy Select Sector SPDR (XLE) 0.1 $244k +11% 2.8k 87.80
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Nucor Corporation (NUE) 0.1 $242k 1.6k 150.34
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FedEx Corporation (FDX) 0.1 $236k 861.00 273.68
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Zimmer Holdings (ZBH) 0.1 $231k 2.1k 107.95
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United Parcel Service (UPS) 0.1 $231k -9% 1.7k 136.34
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General Electric (GE) 0.1 $230k 1.2k 188.58
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Vanguard High Dividend Yield ETF (VYM) 0.1 $227k +61% 1.8k 128.20
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Enterprise Products Partners (EPD) 0.1 $224k 7.7k 29.11
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Technology SPDR (XLK) 0.1 $222k 984.00 225.76
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Etf Ser Solutions (MSVX) 0.1 $221k 10k 22.08
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Ishares High Dividend Equity F (HDV) 0.1 $221k -30% 1.9k 117.62
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Vanguard Mega Cap 300 Growth Index ETF (MGK) 0.1 $219k 680.00 321.95
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iShares Barclays TIPS Bond Fund (TIP) 0.1 $217k 2.0k 110.47
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Invesco Exchange W&p 500 Qualit equities (SPHQ) 0.1 $216k 3.2k 67.27
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Verizon Communications (VZ) 0.1 $215k -23% 4.8k 44.91
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Oneok (OKE) 0.1 $213k 2.3k 91.13
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Paychex (PAYX) 0.1 $211k 1.6k 134.19
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Broadcom (AVGO) 0.1 $202k +2107% 1.2k 172.50
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Goldman Sachs (GS) 0.1 $197k 397.00 495.11
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Netflix (NFLX) 0.1 $197k +259% 277.00 709.27
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Thor Industries (THO) 0.1 $195k 1.8k 109.89
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Kimberly-Clark Corporation (KMB) 0.1 $190k 1.3k 142.28
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At&t (T) 0.1 $187k -2% 8.5k 22.00
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Southern Company (SO) 0.1 $186k 2.1k 90.18
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U.S. Bancorp (USB) 0.1 $182k -13% 4.0k 45.73
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Hp (HPQ) 0.1 $182k 5.1k 35.87
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NiSource (NI) 0.1 $182k 5.2k 34.65
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Brookfield Renewable energy partners lpu (BEP) 0.1 $181k 6.4k 28.18
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Energy Transfer Equity (ET) 0.1 $180k 11k 16.05
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SPDR Dow Jones Industrial Average ETF (DIA) 0.1 $178k 421.00 423.12
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iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 0.1 $176k 3.3k 53.72
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L3harris Technologies (LHX) 0.1 $170k 715.00 237.87
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Yum! Brands (YUM) 0.1 $166k 1.2k 139.71
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Constellation Energy (CEG) 0.1 $165k +991% 633.00 260.02
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Franklin Resources (BEN) 0.1 $164k 8.1k 20.15
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Altria (MO) 0.1 $156k 3.1k 51.04
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Ford Motor Company (F) 0.1 $155k 15k 10.56
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Boeing Company (BA) 0.1 $153k -29% 1.0k 152.04
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Vanguard Europe Pacific ETF (VEA) 0.1 $153k -4% 2.9k 52.81
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Putnam Municipal Opportunities Trust (PMO) 0.1 $153k 14k 10.90
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SPDR DJ Wilshire Large Cap Value (SPYV) 0.1 $152k 2.9k 52.86
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Cigna Corp (CI) 0.1 $152k 439.00 346.44
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Colgate-Palmolive Company (CL) 0.1 $149k -35% 1.4k 103.81
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Ishares Tr core tl usd bd (IUSB) 0.0 $145k 3.1k 47.12
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Schwab Strategic Tr us reit etf (SCHH) 0.0 $144k 6.2k 23.17
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Chipotle Mexican Grill (CMG) 0.0 $141k +713% 2.5k 57.62
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Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.0 $140k 1.8k 78.05
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Morgan Stanley (MS) 0.0 $140k 1.3k 104.24
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Comcast Corporation (CMCSA) 0.0 $136k 3.3k 41.77
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Labcorp Holdings (LH) 0.0 $136k NEW 609.00 223.48
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Intel Corporation (INTC) 0.0 $136k -27% 5.8k 23.46
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SPDR DJ Wilshire Large Cap (SPLG) 0.0 $135k 2.0k 67.51
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General Mills (GIS) 0.0 $132k -10% 1.8k 73.85
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Paypal Holdings (PYPL) 0.0 $127k +38% 1.6k 78.03
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iShares S&P 500 Growth Index (IVW) 0.0 $125k +2% 1.3k 95.75
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Cognizant Technology Solutions (CTSH) 0.0 $125k -56% 1.6k 77.18
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3M Company (MMM) 0.0 $123k -24% 900.00 136.70
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Realty Income (O) 0.0 $123k 1.9k 63.42
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Mondelez Int (MDLZ) 0.0 $122k -37% 1.7k 73.67
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Automatic Data Processing (ADP) 0.0 $120k 435.00 276.73
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Taiwan Semiconductor Mfg (TSM) 0.0 $120k 688.00 173.67
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Texas Instruments Incorporated (TXN) 0.0 $119k 576.00 206.57
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Travelers Companies (TRV) 0.0 $119k 507.00 234.12
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Ishares Tr Msci Usa Momentum Factor (MTUM) 0.0 $118k -14% 581.00 202.76
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Church & Dwight (CHD) 0.0 $115k 1.1k 104.72
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First Trust Large Cap Core Alp Fnd (FEX) 0.0 $115k 1.1k 104.17
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WisdomTree SmallCap Earnings Fund (EES) 0.0 $113k 2.1k 52.75
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Intuit (INTU) 0.0 $112k 180.00 621.00
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Vanguard FTSE All-World ex-US ETF (VEU) 0.0 $110k 1.7k 63.00
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Sturm, Ruger & Company (RGR) 0.0 $108k NEW 2.6k 41.68
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Archer Daniels Midland Company (ADM) 0.0 $108k 1.8k 59.74
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Sanofi-Aventis SA (SNY) 0.0 $107k 1.8k 57.63
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Spdr Gold Minishares Trust (GLDM) 0.0 $104k NEW 2.0k 52.13
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Hewlett Packard Enterprise (HPE) 0.0 $104k 5.1k 20.46
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iShares Lehman Aggregate Bond (AGG) 0.0 $102k -8% 1.0k 101.27
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Masco Corporation (MAS) 0.0 $101k 1.2k 83.94
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Shell Adr Each Rep 2 Ord Wi (SHEL) 0.0 $100k 1.5k 65.95
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Microchip Technology (MCHP) 0.0 $100k +25% 1.2k 80.29
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Ishares Inc core msci emkt (IEMG) 0.0 $99k 1.7k 57.41
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Invesco Exchange Traded Fd T ftse rafi 1500 (PRFZ) 0.0 $99k 2.4k 41.55
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Exelon Corporation (EXC) 0.0 $98k -11% 2.4k 40.55
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ResMed (RMD) 0.0 $98k NEW 400.00 244.12
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Fifth Third Ban (FITB) 0.0 $98k 2.3k 42.84
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Philip Morris International (PM) 0.0 $97k 801.00 121.40
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Ishares Trust Msci China msci china idx (MCHI) 0.0 $97k 1.9k 50.91
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Strive U.s. Energy Etf (DRLL) 0.0 $94k 3.3k 28.09
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Occidental Petroleum Corporation (OXY) 0.0 $94k +78% 1.8k 51.54
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SPDR S&P MidCap 400 ETF (MDY) 0.0 $93k -18% 164.00 569.66
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ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.0 $91k 1.3k 67.70
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Chubb (CB) 0.0 $90k 313.00 288.39
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Cme (CME) 0.0 $90k 406.00 220.65
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Quanta Services (PWR) 0.0 $89k 300.00 298.15
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Health Care SPDR (XLV) 0.0 $86k +2% 558.00 154.02
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Industrial SPDR (XLI) 0.0 $86k 631.00 135.44
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Coinbase Global (COIN) 0.0 $83k 465.00 178.17
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Charles Schwab Corporation (SCHW) 0.0 $83k +18% 1.3k 64.81
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Financial Select Sector SPDR (XLF) 0.0 $82k +11% 1.8k 45.32
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Clean Harbors (CLH) 0.0 $80k 330.00 241.71
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iShares MSCI EAFE Growth Index (EFG) 0.0 $79k +3% 735.00 107.65
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Schwab Strategic Tr us dividend eq (SCHD) 0.0 $79k 929.00 84.53
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S&p Global (SPGI) 0.0 $75k -25% 145.00 516.62
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Dow (DOW) 0.0 $74k -31% 1.4k 54.63
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iShares S&P MidCap 400 Value Index (IJJ) 0.0 $74k 600.00 123.62
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Ishares Tr usa min vo (USMV) 0.0 $74k 811.00 91.31
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Darden Restaurants (DRI) 0.0 $73k 445.00 164.13
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Arch Capital Group (ACGL) 0.0 $72k 641.00 111.88
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Vanguard Mid-Cap Growth ETF (VOT) 0.0 $71k NEW 293.00 243.47
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Kinder Morgan (KMI) 0.0 $71k 3.2k 22.09
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iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.0 $70k +68% 647.00 108.63
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Vanguard Admiral Fds Inc smlcp 600 grth (VIOG) 0.0 $70k NEW 586.00 119.78
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Trane Technologies (TT) 0.0 $70k 179.00 388.73
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SPDR DJ Wilshire Mid Cap (SPMD) 0.0 $69k -35% 1.3k 54.68
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Otis Worldwide Corp (OTIS) 0.0 $68k -34% 650.00 103.94
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STMicroelectronics (STM) 0.0 $67k 2.3k 29.73
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Ge Vernova (GEV) 0.0 $66k -15% 257.00 254.98
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Accenture (ACN) 0.0 $65k +5% 185.00 353.48
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Consumer Discretionary SPDR (XLY) 0.0 $65k 322.00 200.37
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Vanguard Scottsdale Fds vng rus2000idx (VTWO) 0.0 $64k 720.00 89.36
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Enbridge (ENB) 0.0 $64k 1.6k 40.61
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Carrier Global Corporation (CARR) 0.0 $64k -46% 795.00 80.49
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BP (BP) 0.0 $64k 2.0k 31.39
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Ishares Bitcoin Tr (IBIT) 0.0 $62k -12% 1.7k 36.13
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T. Rowe Price (TROW) 0.0 $62k +3% 567.00 108.93
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Manulife Finl Corp (MFC) 0.0 $61k -18% 2.1k 29.55
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Ecolab (ECL) 0.0 $61k -67% 239.00 255.33
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Lennox International (LII) 0.0 $60k 100.00 604.29
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Williams Companies (WMB) 0.0 $60k 1.3k 45.65
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Genesis Energy (GEL) 0.0 $60k 4.5k 13.37
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Novo Nordisk A/S (NVO) 0.0 $59k 491.00 119.07
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iShares MSCI EAFE Value Index (EFV) 0.0 $58k +2% 1.0k 57.53
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Ishares Msci Japan (EWJ) 0.0 $57k 800.00 71.54
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Ark 21shares Bitcoin Etf (ARKB) 0.0 $55k -13% 870.00 63.47
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Paccar (PCAR) 0.0 $55k 554.00 98.68
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American Tower Reit (AMT) 0.0 $55k 235.00 232.56
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Relx (RELX) 0.0 $54k 1.1k 47.46
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Edwards Lifesciences (EW) 0.0 $54k 815.00 65.99
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Ishares Tr cmn (GOVT) 0.0 $53k 2.3k 23.45
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AstraZeneca (AZN) 0.0 $53k 681.00 77.91
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CVS Caremark Corporation (CVS) 0.0 $52k -71% 834.00 62.88
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Franklin Electric (FELE) 0.0 $52k 500.00 104.82
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Brookfield Renewable Corp (BEPC) 0.0 $52k 1.6k 32.66
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Vanguard Short Term Corporate Bond ETF (VCSH) 0.0 $52k 656.00 79.42
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Gilead Sciences (GILD) 0.0 $51k NEW 610.00 83.84
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Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) 0.0 $50k NEW 697.00 71.76
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Vanguard Small-Cap Value ETF (VBR) 0.0 $49k 245.00 200.78
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Vanguard Scottsdale Fds vng rus1000grw (VONG) 0.0 $48k 500.00 96.52
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Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) 0.0 $48k 934.00 51.24
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Goldman Sachs Etf Tr (GSLC) 0.0 $47k 417.00 112.94
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iShares Russell Midcap Value Index (IWS) 0.0 $46k 350.00 132.25
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Republic Services (RSG) 0.0 $46k 230.00 200.84
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Dupont De Nemours (DD) 0.0 $46k 514.00 89.11
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EOG Resources (EOG) 0.0 $46k 372.00 122.93
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iShares Russell Midcap Growth Idx. (IWP) 0.0 $45k 383.00 117.29
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Simon Property (SPG) 0.0 $45k 265.00 169.02
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Orthopediatrics Corp. (KIDS) 0.0 $44k -76% 1.6k 27.11
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Upstart Hldgs (UPST) 0.0 $43k NEW 1.1k 40.01
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MicroStrategy Incorporated (MSTR) 0.0 $42k NEW 250.00 168.60
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Alcon (ALC) 0.0 $41k 414.00 100.07
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Micron Technology (MU) 0.0 $40k NEW 384.00 103.71
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Coca-Cola Bottling Co. Consolidated (COKE) 0.0 $40k 30.00 1316.40
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Invesco Cleantech (ERTH) 0.0 $39k 870.00 45.12
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Tellurian (TELL) 0.0 $39k 40k 0.97
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O'reilly Automotive (ORLY) 0.0 $38k +26% 33.00 1151.61
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Halliburton Company (HAL) 0.0 $38k 1.3k 29.05
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SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 0.0 $37k 1.2k 30.28
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Consumer Staples Select Sect. SPDR (XLP) 0.0 $36k 439.00 83.00
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Vaneck Vectors Gold Miners mutual (GDX) 0.0 $35k 886.00 39.82
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Estee Lauder Companies (EL) 0.0 $35k 350.00 99.69
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First Merchants Corporation (FRME) 0.0 $34k 902.00 37.20
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iShares MSCI Canada Index (EWC) 0.0 $33k 800.00 41.52
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Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.0 $30k 359.00 83.75
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Hershey Company (HSY) 0.0 $29k 150.00 191.78
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iShares S&P SmallCap 600 Value Idx (IJS) 0.0 $29k 266.00 107.66
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Hca Holdings (HCA) 0.0 $29k 70.00 406.43
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Marsh & McLennan Companies (MMC) 0.0 $27k 123.00 223.09
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Valero Energy Corporation (VLO) 0.0 $27k 200.00 135.03
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Waters Corporation (WAT) 0.0 $26k 73.00 359.89
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Unilever (UL) 0.0 $26k 403.00 64.96
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Lakeland Financial Corporation (LKFN) 0.0 $26k -12% 400.00 65.12
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ConAgra Foods (CAG) 0.0 $26k 800.00 32.52
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Constellation Brands (STZ) 0.0 $26k 100.00 257.69
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Walgreen Boots Alliance (WBA) 0.0 $26k 2.9k 8.96
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Becton, Dickinson and (BDX) 0.0 $25k -56% 104.00 241.10
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Digital Realty Trust (DLR) 0.0 $24k NEW 150.00 161.83
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Cameco Corporation (CCJ) 0.0 $24k 500.00 47.76
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Quantumscape Corp (QS) 0.0 $24k NEW 4.2k 5.75
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Fortive (FTV) 0.0 $24k -28% 301.00 78.93
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Allstate Corporation (ALL) 0.0 $24k 124.00 189.65
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Solid Power Inc Class A (SLDP) 0.0 $23k NEW 17k 1.35
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SoundHound AI (SOUN) 0.0 $23k NEW 5.0k 4.66
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iShares S&P NA Tech. Sec. Idx (IGM) 0.0 $23k NEW 237.00 95.94
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Quest Diagnostics Incorporated (DGX) 0.0 $23k 145.00 155.25
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Parker-Hannifin Corporation (PH) 0.0 $22k 34.00 631.82
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Wisdomtree Bitcoin (BTCW) 0.0 $22k 319.00 67.26
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Citigroup (C) 0.0 $21k 340.00 62.60
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IDEXX Laboratories (IDXX) 0.0 $21k NEW 42.00 505.21
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Marathon Petroleum Corp (MPC) 0.0 $21k 130.00 162.91
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Capital Group Growth Etf (CGGR) 0.0 $21k NEW 602.00 34.79
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Baxter International (BAX) 0.0 $21k 549.00 37.97
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Capital Group Divid Value Etf Shs Creation Unit (CGDV) 0.0 $20k 560.00 36.44
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iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.0 $20k 207.00 98.12
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Invesco Nasdaq 100 Etf (QQQM) 0.0 $20k NEW 100.00 200.85
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Generac Holdings (GNRC) 0.0 $20k NEW 125.00 158.88
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Brookfield Infrastructure Part (BIP) 0.0 $20k 562.00 35.04
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Centene Corporation (CNC) 0.0 $20k NEW 260.00 75.28
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Hologic (HOLX) 0.0 $19k 238.00 81.46
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Ishares Tr core div grwth (DGRO) 0.0 $19k 308.00 62.69
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Koninklijke Philips Electronics NV (PHG) 0.0 $19k 588.00 32.72
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iShares Silver Trust (SLV) 0.0 $19k 670.00 28.41
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wisdomtreetrusdivd.. (DGRW) 0.0 $19k NEW 227.00 83.21
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Pure Storage Inc - Class A (PSTG) 0.0 $19k 375.00 50.24
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Servicenow (NOW) 0.0 $19k 21.00 894.38
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iShares Dow Jones US Aerospace & Def.ETF (ITA) 0.0 $19k 125.00 149.64
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Marathon Oil Corporation (MRO) 0.0 $19k 700.00 26.63
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Darling International (DAR) 0.0 $19k 500.00 37.16
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Capital Group Gbl Growth Eqt (CGGO) 0.0 $18k NEW 605.00 30.15
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iShares S&P 500 Value Index (IVE) 0.0 $18k 92.00 197.17
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Key (KEY) 0.0 $17k 1.0k 16.75
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Weyerhaeuser Company (WY) 0.0 $17k 489.00 33.86
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Fnf (FNF) 0.0 $16k 263.00 62.06
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Solventum Corp (SOLV) 0.0 $16k -48% 232.00 69.72
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Rogers Communications -cl B (RCI) 0.0 $16k 400.00 40.21
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D.R. Horton (DHI) 0.0 $16k 81.00 190.77
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Hess (HES) 0.0 $15k 111.00 135.80
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iShares Dow Jones US Financial Svc. (IYG) 0.0 $14k 201.00 71.02
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Rockwell Automation (ROK) 0.0 $14k 53.00 268.45
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iShares Lehman 1-3 Year Treas.Bond (SHY) 0.0 $14k 170.00 83.15
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Snap-on Incorporated (SNA) 0.0 $14k 47.00 289.70
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Thermo Fisher Scientific (TMO) 0.0 $14k -70% 22.00 618.59
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Dollar Tree (DLTR) 0.0 $13k -54% 190.00 70.32
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Asml Holding (ASML) 0.0 $13k 16.00 833.25
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Materials SPDR (XLB) 0.0 $13k 138.00 96.38
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TransDigm Group Incorporated (TDG) 0.0 $13k 9.00 1427.11
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Vanguard Small-Cap Growth ETF (VBK) 0.0 $13k 48.00 267.38
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Willis Towers Watson (WTW) 0.0 $13k 43.00 294.53
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Chesapeake Energy Corp (CHK) 0.0 $12k 150.00 82.25
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SPDR S&P China (GXC) 0.0 $12k 150.00 82.12
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iShares Dow Jones US Real Estate (IYR) 0.0 $12k 120.00 101.87
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Canadian Natl Ry (CNI) 0.0 $12k 104.00 117.15
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MarketAxess Holdings (MKTX) 0.0 $12k 47.00 256.19
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Ross Stores (ROST) 0.0 $11k 76.00 150.51
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Pacira Pharmaceuticals (PCRX) 0.0 $11k 760.00 15.05
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Sony Corporation (SONY) 0.0 $11k 117.00 96.57
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Palantir Technologies (PLTR) 0.0 $11k 300.00 37.20
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First Trust IPOX-100 Index Fund (FPX) 0.0 $11k NEW 99.00 110.19
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PNC Financial Services (PNC) 0.0 $11k 58.00 184.84
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John Hancock Exchange Traded multifactor mi (JHMM) 0.0 $11k NEW 177.00 60.20
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iShares S&P SmallCap 600 Growth (IJT) 0.0 $11k 75.00 139.49
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Raymond James Financial (RJF) 0.0 $10k 85.00 122.46
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Ea Series Trust (STXG) 0.0 $10k 250.00 41.57
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GSK (GSK) 0.0 $10k 250.00 40.88
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Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.0 $10k 81.00 125.96
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Andersons (ANDE) 0.0 $10k 202.00 50.14
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Alibaba Group Holding (BABA) 0.0 $9.9k 93.00 106.12
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Cadence Design Systems (CDNS) 0.0 $9.8k 36.00 271.03
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Kyndryl Holdings Ord Wi (KD) 0.0 $9.7k 423.00 22.98
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Skechers USA (SKX) 0.0 $9.7k 145.00 66.92
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Nuveen Insd Dividend Advantage (NVG) 0.0 $9.6k 716.00 13.39
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Boston Beer Company (SAM) 0.0 $9.5k 33.00 289.15
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Wendy's/arby's Group (WEN) 0.0 $9.5k 541.00 17.52
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Telus Ord (TU) 0.0 $9.4k 560.00 16.78
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Take-Two Interactive Software (TTWO) 0.0 $9.4k 61.00 153.70
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Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $9.3k 20.00 465.10
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Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.0 $9.2k -5% 127.00 72.12
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Pacer Fds Tr us cash cows 100 (COWZ) 0.0 $9.0k 155.00 57.83
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Biogen Idec (BIIB) 0.0 $8.7k -30% 45.00 193.84
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Danaos Corporation (DAC) 0.0 $8.7k 100.00 86.74
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Novartis (NVS) 0.0 $8.6k 75.00 115.03
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Diageo (DEO) 0.0 $8.6k 61.00 140.34
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Dollar General (DG) 0.0 $8.5k 100.00 84.57
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Veralto Corp (VLTO) 0.0 $8.3k NEW 74.00 111.86
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D-wave Quantum (QBTS) 0.0 $8.2k NEW 8.3k 0.98
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Uber Technologies (UBER) 0.0 $8.1k NEW 108.00 75.16
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Ea Series Trust (STXV) 0.0 $7.9k 260.00 30.33
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Geron Corporation (GERN) 0.0 $7.9k 1.7k 4.54
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Southwest Airlines (LUV) 0.0 $7.4k 250.00 29.63
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Johnson Controls International Plc equity (JCI) 0.0 $7.0k 90.00 77.61
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Vaneck Vectors Etf Tr morningstar wide (MOAT) 0.0 $7.0k 72.00 96.94
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Waste Management (WM) 0.0 $6.9k 33.00 207.61
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Genco Shipping (GNK) 0.0 $6.8k 350.00 19.50
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SPDR DJ International Real Estate ETF (RWX) 0.0 $6.8k -67% 246.00 27.57
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Super Micro Computer (SMCI) 0.0 $6.2k NEW 15.00 416.40
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Nextera Energy Partners (NEP) 0.0 $5.9k 215.00 27.62
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Newell Rubbermaid (NWL) 0.0 $5.8k 750.00 7.68
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Hubbell (HUBB) 0.0 $5.6k NEW 13.00 428.38
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Ishares Tr fltg rate nt (FLOT) 0.0 $5.1k 100.00 51.04
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Nasdaq Omx (NDAQ) 0.0 $5.0k NEW 69.00 73.01
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Clorox Company (CLX) 0.0 $4.9k 30.00 162.90
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International Paper Company (IP) 0.0 $4.9k 100.00 48.85
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Marvell Technology (MRVL) 0.0 $4.8k 67.00 72.12
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Ea Series Trust (STXK) 0.0 $4.7k 150.00 31.39
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iShares Barclays 10-20 Yr Tresry Bd (TLH) 0.0 $4.5k NEW 41.00 109.34
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Westlake Chemical Partners master ltd part (WLKP) 0.0 $4.5k 200.00 22.41
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Mannkind (MNKD) 0.0 $4.4k 700.00 6.29
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Cardinal Health (CAH) 0.0 $4.3k 39.00 110.51
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Truist Financial Corp equities (TFC) 0.0 $4.3k 100.00 42.77
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Pacer Fds Tr pacer us small (CALF) 0.0 $4.2k 90.00 46.52
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Rivian Automotive Inc Class A (RIVN) 0.0 $4.2k 370.00 11.22
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First Tr Exchange Traded Fd rba indl etf (AIRR) 0.0 $4.1k 55.00 74.67
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Extra Space Storage (EXR) 0.0 $4.0k NEW 22.00 180.18
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Vanguard Short-Term Bond ETF (BSV) 0.0 $3.8k -36% 48.00 78.69
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Ea Series Trust (STXE) 0.0 $3.3k 110.00 30.35
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Blackrock Etf Trust us eqt factor (DYNF) 0.0 $3.2k NEW 64.00 49.47
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Icahn Enterprises (IEP) 0.0 $3.1k +7% 231.00 13.52
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Schlumberger (SLB) 0.0 $3.0k -86% 72.00 41.94
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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.0 $3.0k NEW 28.00 106.18
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Global X Fds glb x lithium (LIT) 0.0 $2.8k 65.00 43.58
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Lantern Pharma (LTRN) 0.0 $2.8k 750.00 3.67
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Brookfield Infrastructure (BIPC) 0.0 $2.6k 61.00 43.43
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DigitalBridge Group (DBRG) 0.0 $2.6k 187.00 14.13
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American Water Works (AWK) 0.0 $2.6k NEW 18.00 146.22
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Creative Realities (CREX) 0.0 $2.6k 570.00 4.59
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Interpublic Group of Companies (IPG) 0.0 $2.4k NEW 76.00 31.63
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Ingredion Incorporated (INGR) 0.0 $2.3k 17.00 137.41
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Avery Dennison Corporation (AVY) 0.0 $2.2k NEW 10.00 220.80
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Ishares Msci Usa Quality Facto invalid (QUAL) 0.0 $2.0k NEW 11.00 179.27
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Brighthouse Finl (BHF) 0.0 $1.5k 34.00 45.03
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Occidental Petroleum Corp Warrant (OXY.WS) 0.0 $1.5k 51.00 29.73
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Ishares Tr etf msci usa (ESGU) 0.0 $1.4k NEW 11.00 126.18
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iShares Dow Jones US Technology (IYW) 0.0 $1.4k NEW 9.00 151.67
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Draftkings (DKNG) 0.0 $980.000000 25.00 39.20
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Kraft Heinz (KHC) 0.0 $807.999200 23.00 35.13
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Microbot Med (MBOT) 0.0 $804.960000 NEW 900.00 0.89
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Viatris (VTRS) 0.0 $788.997200 68.00 11.60
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Sylvamo Corp (SLVM) 0.0 $773.000100 9.00 85.89
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Vanguard Total Bond Market ETF (BND) 0.0 $751.000000 10.00 75.10
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Ge Healthcare Technologies I (GEHC) 0.0 $751.000000 8.00 93.88
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Ishares Tr hdg msci eafe (HEFA) 0.0 $637.999200 NEW 18.00 35.44
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Nikola Corp (NKLA) 0.0 $585.996800 NEW 128.00 4.58
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iShares S&P Global Energy Sector (IXC) 0.0 $567.000000 NEW 14.00 40.50
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Beyond Meat (BYND) 0.0 $509.002500 75.00 6.79
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Orion Office Reit Inc-w/i (ONL) 0.0 $348.000000 87.00 4.00
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Kohl's Corporation (KSS) 0.0 $106.000000 5.00 21.20
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Viracta Therapeutics (VIRX) 0.0 $46.000000 200.00 0.23
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Past Filings by Indiana Trust & Investment Management

SEC 13F filings are viewable for Indiana Trust & Investment Management going back to 2013

View all past filings