Indiana Trust & Investment Management
Latest statistics and disclosures from Indiana Trust & Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, SPY, AAPL, LLY, AMZN, and represent 29.11% of Indiana Trust & Investment Management's stock portfolio.
- Added to shares of these 10 stocks: BLK, PANW, LLY, ORCL, META, JPM, AVGO, GLDM, VDE, SLV.
- Started 26 new stock positions in DOV, VDE, MSI, TTE, MCK, COR, PEG, BC, BLK, PESI.
- Reduced shares in these 10 stocks: , NVDA, SPY, AMAT, GOOGL, AAPL, MSFT, AMD, HBNC, V.
- Sold out of its positions in STXK, STXV, STXG, STXE, ANDE, BlackRock, Brookfield Infrastructure, Brookfield Renewable Corp, QBTS, Etf Ser Solutions.
- Indiana Trust & Investment Management was a net seller of stock by $-2.4M.
- Indiana Trust & Investment Management has $294M in assets under management (AUM), dropping by 0.20%.
- Central Index Key (CIK): 0001356407
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Portfolio Holdings for Indiana Trust & Investment Management
Indiana Trust & Investment Management holds 483 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.7 | $26M | -4% | 190k | 134.29 |
|
| Spdr S&p 500 Etf (SPY) | 8.6 | $25M | -4% | 43k | 586.08 |
|
| Apple (AAPL) | 5.3 | $16M | -3% | 62k | 250.42 |
|
| Eli Lilly & Co. (LLY) | 3.3 | $9.8M | +7% | 13k | 772.00 |
|
| Amazon (AMZN) | 3.2 | $9.4M | 43k | 219.39 |
|
|
| Alphabet Inc Class A cs (GOOGL) | 3.0 | $8.8M | -8% | 47k | 189.30 |
|
| iShares Russell 1000 Index (IWB) | 2.8 | $8.2M | 26k | 322.16 |
|
|
| iShares Russell 1000 Growth Index (IWF) | 2.4 | $7.1M | -3% | 18k | 401.58 |
|
| JPMorgan Chase & Co. (JPM) | 2.4 | $7.1M | +7% | 30k | 239.71 |
|
| Costco Wholesale Corporation (COST) | 2.4 | $7.0M | 7.7k | 916.27 |
|
|
| Facebook Inc cl a (META) | 1.9 | $5.6M | +11% | 9.5k | 585.51 |
|
| Oracle Corporation (ORCL) | 1.7 | $4.9M | +16% | 30k | 166.64 |
|
| Fiserv (FI) | 1.6 | $4.8M | 23k | 205.42 |
|
|
| Microsoft Corporation (MSFT) | 1.5 | $4.5M | -11% | 11k | 421.50 |
|
| Ball Corporation (BALL) | 1.4 | $4.2M | 76k | 55.13 |
|
|
| Vanguard Total Stock Market ETF (VTI) | 1.4 | $4.1M | 14k | 289.81 |
|
|
| TJX Companies (TJX) | 1.1 | $3.3M | 28k | 120.81 |
|
|
| Lowe's Companies (LOW) | 0.9 | $2.8M | -2% | 11k | 246.80 |
|
| 1st Source Corporation (SRCE) | 0.9 | $2.7M | 46k | 58.38 |
|
|
| Caterpillar (CAT) | 0.9 | $2.6M | +11% | 7.3k | 362.76 |
|
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.9 | $2.6M | 225k | 11.66 |
|
|
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.8 | $2.4M | 213k | 11.28 |
|
|
| Visa (V) | 0.8 | $2.3M | -11% | 7.3k | 316.04 |
|
| iShares Russell Midcap Index Fund (IWR) | 0.8 | $2.2M | 25k | 88.40 |
|
|
| iShares Russell 2000 Index (IWM) | 0.7 | $2.0M | 9.2k | 220.96 |
|
|
| Abbvie (ABBV) | 0.7 | $2.0M | 11k | 177.70 |
|
|
| Blackrock (BLK) | 0.7 | $2.0M | NEW | 1.9k | 1025.11 |
|
| Procter & Gamble Company (PG) | 0.7 | $2.0M | -11% | 12k | 167.65 |
|
| iShares Russell Microcap Index (IWC) | 0.7 | $1.9M | 15k | 130.38 |
|
|
| Johnson & Johnson (JNJ) | 0.6 | $1.9M | 13k | 144.62 |
|
|
| iShares S&P 500 Index (IVV) | 0.6 | $1.9M | -8% | 3.2k | 588.68 |
|
| Vanguard Information Technology ETF (VGT) | 0.6 | $1.8M | 2.9k | 621.80 |
|
|
| Vanguard S&p 500 Etf idx (VOO) | 0.6 | $1.8M | 3.3k | 538.81 |
|
|
| Invesco Van Kampen Trust For Inv Grd Mun (VGM) | 0.6 | $1.8M | 176k | 10.10 |
|
|
| Wal-Mart Stores (WMT) | 0.6 | $1.7M | +22% | 19k | 90.35 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $1.7M | -2% | 16k | 107.57 |
|
| AllianceBernstein Natnl Muncpl Incm Fnd. (AFB) | 0.6 | $1.7M | 152k | 10.87 |
|
|
| iShares Russell 1000 Value Index (IWD) | 0.6 | $1.6M | 8.8k | 185.13 |
|
|
| Invesco Qqq Trust Series 1 (QQQ) | 0.5 | $1.6M | 3.1k | 511.23 |
|
|
| Old National Ban (ONB) | 0.5 | $1.6M | 72k | 21.70 |
|
|
| Eaton Vance Municipal Bond Fund (EIM) | 0.5 | $1.5M | 147k | 10.36 |
|
|
| Eaton (ETN) | 0.5 | $1.5M | 4.5k | 331.87 |
|
|
| Palo Alto Networks (PANW) | 0.5 | $1.4M | +981% | 7.9k | 181.96 |
|
| Berkshire Hathaway (BRK.B) | 0.5 | $1.4M | 3.2k | 453.28 |
|
|
| Vanguard Scottsdale Fds cmn (VONE) | 0.5 | $1.4M | 5.4k | 266.72 |
|
|
| Alphabet Inc Class C cs (GOOG) | 0.5 | $1.4M | -5% | 7.4k | 190.44 |
|
| iShares MSCI EAFE Index Fund (EFA) | 0.5 | $1.4M | 18k | 75.61 |
|
|
| Stryker Corporation (SYK) | 0.5 | $1.4M | -2% | 3.8k | 360.05 |
|
| MasterCard Incorporated (MA) | 0.5 | $1.4M | +28% | 2.6k | 526.57 |
|
| Honeywell International (HON) | 0.4 | $1.3M | -4% | 5.7k | 225.89 |
|
| Blackrock Muniyield Quality Fund (MQY) | 0.4 | $1.3M | 112k | 11.52 |
|
|
| Tesla Motors (TSLA) | 0.4 | $1.2M | +37% | 3.1k | 403.84 |
|
| AFLAC Incorporated (AFL) | 0.4 | $1.2M | 12k | 103.44 |
|
|
| iShares Russell 3000 Index (IWV) | 0.4 | $1.2M | 3.5k | 334.25 |
|
|
| McDonald's Corporation (MCD) | 0.4 | $1.2M | -4% | 4.0k | 289.89 |
|
| General Dynamics Corporation (GD) | 0.4 | $1.1M | -15% | 4.3k | 263.49 |
|
| Pepsi (PEP) | 0.4 | $1.1M | -3% | 7.4k | 152.06 |
|
| Van Kampen Advantage Muni Incm Tr II (VKI) | 0.4 | $1.1M | 123k | 8.74 |
|
|
| BlackRock MuniVest Fund (MVF) | 0.4 | $1.1M | 150k | 7.04 |
|
|
| Vanguard Growth ETF (VUG) | 0.4 | $1.0M | 2.5k | 410.44 |
|
|
| Nextera Energy (NEE) | 0.4 | $1.0M | +31% | 15k | 71.69 |
|
| BlackRock Insured Municipal Income Trust (BYM) | 0.4 | $1.0M | 96k | 10.85 |
|
|
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.4 | $1.0M | -2% | 9.7k | 106.84 |
|
| Chevron Corporation (CVX) | 0.3 | $1.0M | 7.1k | 144.84 |
|
|
| Vanguard Dividend Appreciation ETF (VIG) | 0.3 | $978k | 5.0k | 195.83 |
|
|
| Qualcomm (QCOM) | 0.3 | $940k | 6.1k | 153.62 |
|
|
| Ishares Inc msci emrg chn (EMXC) | 0.3 | $931k | 17k | 55.45 |
|
|
| Horizon Ban (HBNC) | 0.3 | $896k | -27% | 56k | 16.11 |
|
| iShares S&P SmallCap 600 Index (IJR) | 0.3 | $894k | 7.8k | 115.22 |
|
|
| Abbott Laboratories (ABT) | 0.3 | $870k | +10% | 7.7k | 113.11 |
|
| Ea Series Trust (STRV) | 0.3 | $869k | 23k | 37.80 |
|
|
| Vanguard Russell 1000 Value Et (VONV) | 0.3 | $861k | 11k | 81.25 |
|
|
| iShares Dow Jones Select Dividend (DVY) | 0.3 | $847k | 6.4k | 131.29 |
|
|
| American Express Company (AXP) | 0.3 | $820k | -2% | 2.8k | 296.79 |
|
| iShares S&P 100 Index (OEF) | 0.3 | $742k | 2.6k | 288.85 |
|
|
| Broadcom (AVGO) | 0.3 | $736k | +171% | 3.2k | 231.84 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $685k | 12k | 56.56 |
|
|
| Berkshire Hathaway (BRK.A) | 0.2 | $681k | 1.00 | 680920.00 |
|
|
| Western Asset Managed Municipals Fnd (MMU) | 0.2 | $679k | 67k | 10.20 |
|
|
| International Business Machines (IBM) | 0.2 | $668k | -3% | 3.0k | 219.83 |
|
| Nike (NKE) | 0.2 | $668k | -2% | 8.8k | 75.67 |
|
| iShares S&P Latin America 40 Index (ILF) | 0.2 | $665k | 32k | 20.91 |
|
|
| iShares S&P MidCap 400 Index (IJH) | 0.2 | $634k | 10k | 62.31 |
|
|
| Vanguard Value ETF (VTV) | 0.2 | $600k | 3.5k | 169.30 |
|
|
| iShares MSCI Brazil Index (EWZ) | 0.2 | $597k | 27k | 22.51 |
|
|
| iShares MSCI Brazil Small Cap Index ETF (EWZS) | 0.2 | $578k | 63k | 9.25 |
|
|
| SYSCO Corporation (SYY) | 0.2 | $571k | 7.5k | 76.46 |
|
|
| W.W. Grainger (GWW) | 0.2 | $569k | 540.00 | 1054.05 |
|
|
| ConocoPhillips (COP) | 0.2 | $562k | +6% | 5.7k | 99.17 |
|
| Vanguard Total World Stock Idx (VT) | 0.2 | $555k | 4.7k | 117.48 |
|
|
| Walt Disney Company (DIS) | 0.2 | $544k | -3% | 4.9k | 111.35 |
|
| Prudential Financial (PRU) | 0.2 | $541k | +3% | 4.6k | 118.53 |
|
| Intercontinental Exchange (ICE) | 0.2 | $532k | 3.6k | 149.01 |
|
|
| CSX Corporation (CSX) | 0.2 | $529k | +2% | 16k | 32.27 |
|
| Merck & Co (MRK) | 0.2 | $526k | 5.3k | 99.48 |
|
|
| Amgen (AMGN) | 0.2 | $511k | 2.0k | 260.64 |
|
|
| Home Depot (HD) | 0.2 | $495k | 1.3k | 388.99 |
|
|
| Spdr Gold Minishares Trust (GLDM) | 0.2 | $494k | +375% | 9.5k | 51.99 |
|
| SPDR S&P Dividend (SDY) | 0.2 | $489k | -7% | 3.7k | 132.10 |
|
| iShares Brclys Intrdte Gov/Crt Bd (GVI) | 0.2 | $485k | 4.7k | 104.23 |
|
|
| Air Products & Chemicals (APD) | 0.2 | $477k | 1.6k | 290.04 |
|
|
| Vanguard Mid-Cap ETF (VO) | 0.2 | $461k | 1.7k | 264.13 |
|
|
| Deere & Company (DE) | 0.2 | $456k | 1.1k | 423.70 |
|
|
| Vanguard REIT ETF (VNQ) | 0.2 | $456k | -11% | 5.1k | 89.08 |
|
| Vanguard Emerging Markets ETF (VWO) | 0.2 | $453k | 10k | 44.04 |
|
|
| Equity Residential (EQR) | 0.1 | $440k | 6.1k | 71.76 |
|
|
| MetLife (MET) | 0.1 | $436k | 5.3k | 81.88 |
|
|
| Pfizer (PFE) | 0.1 | $425k | -5% | 16k | 26.53 |
|
| American Electric Power Company (AEP) | 0.1 | $424k | -12% | 4.6k | 92.23 |
|
| Linde (LIN) | 0.1 | $417k | +3% | 995.00 | 418.67 |
|
| UnitedHealth (UNH) | 0.1 | $412k | +2% | 814.00 | 505.86 |
|
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.1 | $410k | -9% | 2.3k | 175.23 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $409k | +176% | 6.8k | 60.30 |
|
| Wells Fargo & Company (WFC) | 0.1 | $406k | 5.8k | 70.24 |
|
|
| Illinois Tool Works (ITW) | 0.1 | $401k | 1.6k | 253.56 |
|
|
| Vanguard Intermediate-Term Bond ETF (BIV) | 0.1 | $396k | 5.3k | 74.73 |
|
|
| Vanguard Energy ETF (VDE) | 0.1 | $388k | NEW | 3.2k | 121.31 |
|
| Union Pacific Corporation (UNP) | 0.1 | $388k | 1.7k | 228.04 |
|
|
| salesforce (CRM) | 0.1 | $387k | 1.2k | 334.33 |
|
|
| iShares S&P MidCap 400 Growth (IJK) | 0.1 | $376k | 4.1k | 90.93 |
|
|
| Williams-Sonoma (WSM) | 0.1 | $370k | 2.0k | 185.18 |
|
|
| Cisco Systems (CSCO) | 0.1 | $370k | -7% | 6.3k | 59.20 |
|
| Dws Municipal Income Cf non-tax cef (KTF) | 0.1 | $368k | -21% | 39k | 9.45 |
|
| iShares Silver Trust (SLV) | 0.1 | $360k | +1940% | 14k | 26.33 |
|
| iShares S&P 1500 Index Fund (ITOT) | 0.1 | $355k | 2.8k | 128.62 |
|
|
| Medtronic (MDT) | 0.1 | $355k | 4.4k | 79.88 |
|
|
| Vanguard Large-Cap ETF (VV) | 0.1 | $345k | 1.3k | 269.70 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $344k | +3% | 7.8k | 43.95 |
|
| Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.1 | $343k | 7.0k | 49.05 |
|
|
| iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $342k | 8.2k | 41.82 |
|
|
| iShares Gold Trust (IAU) | 0.1 | $341k | 6.9k | 49.51 |
|
|
| Etf Ser Solutions (MSTB) | 0.1 | $338k | 10k | 33.81 |
|
|
| SPDR Gold Trust (GLD) | 0.1 | $334k | +22% | 1.4k | 242.13 |
|
| Analog Devices (ADI) | 0.1 | $331k | 1.6k | 212.46 |
|
|
| Norfolk Southern (NSC) | 0.1 | $331k | 1.4k | 234.70 |
|
|
| Applied Materials (AMAT) | 0.1 | $331k | -70% | 2.0k | 162.63 |
|
| Freeport-McMoRan Copper & Gold (FCX) | 0.1 | $329k | -32% | 8.7k | 38.08 |
|
| Emerson Electric (EMR) | 0.1 | $323k | 2.6k | 123.93 |
|
|
| Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) | 0.1 | $323k | 8.0k | 40.34 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $314k | 1.8k | 172.42 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $306k | 3.4k | 91.25 |
|
|
| iShares Russell 3000 Growth Index (IUSG) | 0.1 | $283k | 2.0k | 139.35 |
|
|
| Target Corporation (TGT) | 0.1 | $282k | -5% | 2.1k | 135.18 |
|
| Vanguard Small-Cap ETF (VB) | 0.1 | $281k | -9% | 1.2k | 240.28 |
|
| Intuitive Surgical (ISRG) | 0.1 | $261k | 500.00 | 521.96 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $260k | +2% | 2.2k | 115.72 |
|
| Coca-Cola Company (KO) | 0.1 | $258k | 4.1k | 62.26 |
|
|
| Vanguard Scottsdale Fds vng rus2000grw (VTWG) | 0.1 | $254k | 1.2k | 210.14 |
|
|
| Vanguard Scottsdale Fds cmn (VTWV) | 0.1 | $242k | 1.7k | 144.61 |
|
|
| Enterprise Products Partners (EPD) | 0.1 | $241k | 7.7k | 31.36 |
|
|
| Tidal Etf Tr (JSTC) | 0.1 | $239k | 13k | 18.36 |
|
|
| Energy Select Sector SPDR (XLE) | 0.1 | $239k | 2.8k | 85.66 |
|
|
| Oneok (OKE) | 0.1 | $234k | 2.3k | 100.40 |
|
|
| Vanguard Mega Cap 300 Growth Index ETF (MGK) | 0.1 | $234k | 680.00 | 343.41 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $233k | -13% | 479.00 | 485.94 |
|
| Duke Energy (DUK) | 0.1 | $231k | 2.1k | 107.74 |
|
|
| Select Energy Svcs Inc cl a (WTTR) | 0.1 | $229k | -48% | 17k | 13.24 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $229k | 515.00 | 444.68 |
|
|
| Technology SPDR (XLK) | 0.1 | $229k | 984.00 | 232.52 |
|
|
| Anthem (ELV) | 0.1 | $228k | -5% | 619.00 | 368.90 |
|
| Zimmer Holdings (ZBH) | 0.1 | $226k | 2.1k | 105.63 |
|
|
| Vanguard High Dividend Yield ETF (VYM) | 0.1 | $226k | 1.8k | 127.59 |
|
|
| Danaher Corporation (DHR) | 0.1 | $225k | 982.00 | 229.55 |
|
|
| FedEx Corporation (FDX) | 0.1 | $224k | -7% | 796.00 | 281.33 |
|
| Phillips 66 (PSX) | 0.1 | $222k | 1.9k | 113.93 |
|
|
| Paychex (PAYX) | 0.1 | $220k | 1.6k | 140.22 |
|
|
| Energy Transfer Equity (ET) | 0.1 | $220k | 11k | 19.59 |
|
|
| Goldman Sachs (GS) | 0.1 | $218k | -4% | 380.00 | 572.62 |
|
| United Parcel Service (UPS) | 0.1 | $216k | 1.7k | 126.10 |
|
|
| Invesco Exchange W&p 500 Qualit equities (SPHQ) | 0.1 | $215k | 3.2k | 67.03 |
|
|
| Boeing Company (BA) | 0.1 | $213k | +19% | 1.2k | 177.00 |
|
| iShares Barclays TIPS Bond Fund (TIP) | 0.1 | $209k | 2.0k | 106.55 |
|
|
| Ishares High Dividend Equity F (HDV) | 0.1 | $207k | 1.8k | 112.26 |
|
|
| General Electric (GE) | 0.1 | $203k | 1.2k | 166.79 |
|
|
| Verizon Communications (VZ) | 0.1 | $195k | 4.9k | 39.99 |
|
|
| At&t (T) | 0.1 | $194k | 8.5k | 22.77 |
|
|
| NiSource (NI) | 0.1 | $193k | 5.2k | 36.76 |
|
|
| U.S. Bancorp (USB) | 0.1 | $193k | 4.0k | 47.83 |
|
|
| Nucor Corporation (NUE) | 0.1 | $188k | 1.6k | 116.71 |
|
|
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.1 | $179k | 421.00 | 425.50 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $175k | 1.3k | 131.04 |
|
|
| Morgan Stanley (MS) | 0.1 | $175k | +3% | 1.4k | 125.72 |
|
| Thor Industries (THO) | 0.1 | $170k | 1.8k | 95.71 |
|
|
| Southern Company (SO) | 0.1 | $170k | 2.1k | 82.32 |
|
|
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.1 | $168k | 3.3k | 51.51 |
|
|
| Hp (HPQ) | 0.1 | $165k | 5.1k | 32.63 |
|
|
| Franklin Resources (BEN) | 0.1 | $165k | 8.1k | 20.29 |
|
|
| Yum! Brands (YUM) | 0.1 | $160k | 1.2k | 134.16 |
|
|
| Altria (MO) | 0.1 | $160k | 3.1k | 52.29 |
|
|
| Johnson Controls International Plc equity (JCI) | 0.1 | $153k | +2055% | 1.9k | 78.93 |
|
| L3harris Technologies (LHX) | 0.1 | $150k | 715.00 | 210.28 |
|
|
| SPDR DJ Wilshire Large Cap Value (SPYV) | 0.1 | $147k | 2.9k | 51.14 |
|
|
| Brookfield Renewable energy partners lpu (BEP) | 0.0 | $146k | 6.4k | 22.79 |
|
|
| Ford Motor Company (F) | 0.0 | $146k | 15k | 9.90 |
|
|
| Putnam Municipal Opportunities Trust (PMO) | 0.0 | $142k | 14k | 10.13 |
|
|
| Labcorp Holdings (LH) | 0.0 | $140k | 609.00 | 229.32 |
|
|
| Ishares Tr core tl usd bd (IUSB) | 0.0 | $139k | 3.1k | 45.20 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $139k | 1.6k | 85.35 |
|
|
| Vanguard Europe Pacific ETF (VEA) | 0.0 | $138k | 2.9k | 47.82 |
|
|
| SPDR DJ Wilshire Large Cap (SPLG) | 0.0 | $138k | 2.0k | 68.94 |
|
|
| Taiwan Semiconductor Mfg (TSM) | 0.0 | $136k | 688.00 | 197.49 |
|
|
| iShares S&P 500 Growth Index (IVW) | 0.0 | $133k | 1.3k | 101.53 |
|
|
| Schwab Strategic Tr us reit etf (SCHH) | 0.0 | $131k | 6.2k | 21.06 |
|
|
| Comcast Corporation (CMCSA) | 0.0 | $129k | +5% | 3.4k | 37.53 |
|
| Advanced Micro Devices (AMD) | 0.0 | $128k | -74% | 1.1k | 120.79 |
|
| Automatic Data Processing (ADP) | 0.0 | $127k | 435.00 | 292.73 |
|
|
| Cigna Corp (CI) | 0.0 | $124k | +2% | 450.00 | 276.14 |
|
| Cognizant Technology Solutions (CTSH) | 0.0 | $124k | 1.6k | 76.90 |
|
|
| Travelers Companies (TRV) | 0.0 | $122k | 507.00 | 240.89 |
|
|
| Intel Corporation (INTC) | 0.0 | $119k | +2% | 6.0k | 20.05 |
|
| 3M Company (MMM) | 0.0 | $116k | 900.00 | 129.09 |
|
|
| WisdomTree SmallCap Earnings Fund (EES) | 0.0 | $116k | 2.1k | 53.94 |
|
|
| Coinbase Global (COIN) | 0.0 | $116k | 465.00 | 248.30 |
|
|
| Church & Dwight (CHD) | 0.0 | $115k | 1.1k | 104.71 |
|
|
| General Mills (GIS) | 0.0 | $114k | 1.8k | 63.77 |
|
|
| Intuit (INTU) | 0.0 | $113k | 180.00 | 628.50 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $110k | +2% | 589.00 | 187.51 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $108k | -17% | 1.2k | 90.91 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $107k | 5.0k | 21.35 |
|
|
| Realty Income (O) | 0.0 | $103k | 1.9k | 53.41 |
|
|
| Mondelez Int (MDLZ) | 0.0 | $102k | +2% | 1.7k | 59.73 |
|
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $100k | 1.7k | 57.41 |
|
|
| Philip Morris International (PM) | 0.0 | $100k | +3% | 827.00 | 120.35 |
|
| SoundHound AI (SOUN) | 0.0 | $99k | 5.0k | 19.84 |
|
|
| Invesco Exchange Traded Fd T ftse rafi 1500 (PRFZ) | 0.0 | $99k | 2.4k | 41.61 |
|
|
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.0 | $99k | -21% | 1.4k | 70.28 |
|
| iShares Lehman Aggregate Bond (AGG) | 0.0 | $98k | 1.0k | 96.90 |
|
|
| Fifth Third Ban (FITB) | 0.0 | $96k | 2.3k | 42.28 |
|
|
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.0 | $95k | 1.5k | 62.65 |
|
|
| Quanta Services (PWR) | 0.0 | $95k | 300.00 | 316.05 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $94k | 1.3k | 74.01 |
|
|
| Cme (CME) | 0.0 | $94k | 406.00 | 232.23 |
|
|
| SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $93k | 164.00 | 569.58 |
|
|
| ResMed (RMD) | 0.0 | $92k | 400.00 | 228.69 |
|
|
| Archer Daniels Midland Company (ADM) | 0.0 | $91k | 1.8k | 50.52 |
|
|
| Strive U.s. Energy Etf (DRLL) | 0.0 | $91k | 3.3k | 27.27 |
|
|
| Sanofi-Aventis SA (SNY) | 0.0 | $89k | 1.8k | 48.23 |
|
|
| Ishares Trust Msci China msci china idx (MCHI) | 0.0 | $89k | 1.9k | 46.86 |
|
|
| Kinder Morgan (KMI) | 0.0 | $88k | 3.2k | 27.40 |
|
|
| Masco Corporation (MAS) | 0.0 | $87k | 1.2k | 72.57 |
|
|
| Chubb (CB) | 0.0 | $87k | 313.00 | 276.30 |
|
|
| Ishares Bitcoin Tr (IBIT) | 0.0 | $84k | -8% | 1.6k | 53.05 |
|
| ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.0 | $82k | 1.3k | 60.75 |
|
|
| Ishares Inc core msci emkt (IEMG) | 0.0 | $82k | -9% | 1.6k | 52.22 |
|
| Ark 21shares Bitcoin Etf (ARKB) | 0.0 | $81k | 870.00 | 93.27 |
|
|
| Financial Select Sector SPDR (XLF) | 0.0 | $80k | -8% | 1.6k | 48.33 |
|
| Health Care SPDR (XLV) | 0.0 | $77k | 558.00 | 137.57 |
|
|
| Clean Harbors (CLH) | 0.0 | $76k | 330.00 | 230.14 |
|
|
| Industrial SPDR (XLI) | 0.0 | $76k | -8% | 575.00 | 131.76 |
|
| iShares S&P MidCap 400 Value Index (IJJ) | 0.0 | $75k | 600.00 | 124.96 |
|
|
| Vanguard Mid-Cap Growth ETF (VOT) | 0.0 | $74k | 293.00 | 253.75 |
|
|
| Netflix (NFLX) | 0.0 | $73k | -70% | 82.00 | 891.32 |
|
| S&p Global (SPGI) | 0.0 | $72k | 145.00 | 498.03 |
|
|
| Williams Companies (WMB) | 0.0 | $72k | 1.3k | 54.12 |
|
|
| iShares MSCI EAFE Growth Index (EFG) | 0.0 | $71k | 735.00 | 96.83 |
|
|
| Exelon Corporation (EXC) | 0.0 | $71k | -21% | 1.9k | 37.64 |
|
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.0 | $69k | 647.00 | 106.55 |
|
|
| Vanguard Admiral Fds Inc smlcp 600 grth (VIOG) | 0.0 | $68k | 586.00 | 116.31 |
|
|
| Ge Vernova (GEV) | 0.0 | $68k | -19% | 206.00 | 328.93 |
|
| Enbridge (ENB) | 0.0 | $67k | 1.6k | 42.43 |
|
|
| Trane Technologies (TT) | 0.0 | $66k | 179.00 | 369.35 |
|
|
| Accenture (ACN) | 0.0 | $65k | 185.00 | 351.79 |
|
|
| Vanguard Scottsdale Fds vng rus2000idx (VTWO) | 0.0 | $64k | 720.00 | 89.33 |
|
|
| T. Rowe Price (TROW) | 0.0 | $64k | 567.00 | 113.09 |
|
|
| Manulife Finl Corp (MFC) | 0.0 | $64k | 2.1k | 30.71 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $63k | +4% | 676.00 | 92.61 |
|
| Lennox International (LII) | 0.0 | $61k | 100.00 | 609.30 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $60k | 815.00 | 74.03 |
|
|
| BP (BP) | 0.0 | $60k | 2.0k | 29.56 |
|
|
| Arch Capital Group (ACGL) | 0.0 | $59k | 641.00 | 92.35 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $58k | +6% | 847.00 | 68.26 |
|
| Paccar (PCAR) | 0.0 | $58k | 554.00 | 104.02 |
|
|
| First Trust Large Cap Core Alp Fnd (FEX) | 0.0 | $57k | -50% | 550.00 | 104.29 |
|
| Microchip Technology (MCHP) | 0.0 | $57k | -20% | 999.00 | 57.35 |
|
| American Healthcare Reit (AHR) | 0.0 | $57k | NEW | 2.0k | 28.42 |
|
| STMicroelectronics (STM) | 0.0 | $57k | 2.3k | 24.97 |
|
|
| Gilead Sciences (GILD) | 0.0 | $56k | 610.00 | 92.37 |
|
|
| Consumer Discretionary SPDR (XLY) | 0.0 | $56k | -22% | 250.00 | 224.35 |
|
| Darden Restaurants (DRI) | 0.0 | $56k | -32% | 300.00 | 186.69 |
|
| Ecolab (ECL) | 0.0 | $56k | 239.00 | 234.32 |
|
|
| Ishares Msci Japan (EWJ) | 0.0 | $54k | 800.00 | 67.10 |
|
|
| iShares MSCI EAFE Value Index (EFV) | 0.0 | $53k | 1.0k | 52.47 |
|
|
| Relx (RELX) | 0.0 | $53k | +2% | 1.2k | 45.42 |
|
| Ishares Tr cmn (GOVT) | 0.0 | $52k | 2.3k | 22.98 |
|
|
| Vanguard Scottsdale Fds vng rus1000grw (VONG) | 0.0 | $52k | 500.00 | 103.30 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $50k | -44% | 1.0k | 49.41 |
|
| Franklin Electric (FELE) | 0.0 | $49k | 500.00 | 97.45 |
|
|
| Vanguard Small-Cap Value ETF (VBR) | 0.0 | $49k | 245.00 | 198.18 |
|
|
| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $49k | 383.00 | 126.75 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $48k | +96% | 392.00 | 122.59 |
|
| Goldman Sachs Etf Tr (GSLC) | 0.0 | $48k | 417.00 | 115.18 |
|
|
| Schwab Strategic Tr us dividend eq (SCHD) | 0.0 | $48k | +88% | 1.7k | 27.32 |
|
| Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) | 0.0 | $47k | 934.00 | 50.50 |
|
|
| Republic Services (RSG) | 0.0 | $46k | 230.00 | 201.18 |
|
|
| Dow (DOW) | 0.0 | $46k | -15% | 1.1k | 40.13 |
|
| Simon Property (SPG) | 0.0 | $46k | 265.00 | 172.21 |
|
|
| Genesis Energy (GEL) | 0.0 | $46k | 4.5k | 10.11 |
|
|
| iShares Russell Midcap Value Index (IWS) | 0.0 | $45k | 350.00 | 129.34 |
|
|
| AstraZeneca (AZN) | 0.0 | $45k | 681.00 | 65.52 |
|
|
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.0 | $44k | NEW | 1.6k | 27.66 |
|
| MicroStrategy Incorporated (MSTR) | 0.0 | $43k | -40% | 150.00 | 289.62 |
|
| American Tower Reit (AMT) | 0.0 | $43k | 235.00 | 183.41 |
|
|
| Novo Nordisk A/S (NVO) | 0.0 | $42k | 491.00 | 86.02 |
|
|
| Dupont De Nemours (DD) | 0.0 | $39k | 514.00 | 76.25 |
|
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $38k | 30.00 | 1260.00 |
|
|
| Orthopediatrics Corp. (KIDS) | 0.0 | $38k | 1.6k | 23.18 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $37k | 834.00 | 44.89 |
|
|
| SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 0.0 | $36k | 1.2k | 29.86 |
|
|
| First Merchants Corporation (FRME) | 0.0 | $36k | 902.00 | 39.89 |
|
|
| Halliburton Company (HAL) | 0.0 | $35k | 1.3k | 27.19 |
|
|
| Invesco Cleantech (ERTH) | 0.0 | $35k | 870.00 | 40.44 |
|
|
| Alcon (ALC) | 0.0 | $35k | 414.00 | 84.89 |
|
|
| Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $35k | 439.00 | 78.61 |
|
|
| EOG Resources (EOG) | 0.0 | $33k | -28% | 267.00 | 122.58 |
|
| Micron Technology (MU) | 0.0 | $32k | 384.00 | 84.16 |
|
|
| iShares MSCI Canada Index (EWC) | 0.0 | $32k | 800.00 | 40.30 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $32k | +22% | 151.00 | 212.41 |
|
| Vaneck Vectors Gold Miners mutual (GDX) | 0.0 | $30k | 886.00 | 33.91 |
|
|
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.0 | $29k | 359.00 | 80.27 |
|
|
| Hershey Company (HSY) | 0.0 | $28k | +10% | 165.00 | 169.35 |
|
| Lakeland Financial Corporation (LKFN) | 0.0 | $28k | 400.00 | 68.76 |
|
|
| Waters Corporation (WAT) | 0.0 | $27k | 73.00 | 370.99 |
|
|
| Digital Realty Trust (DLR) | 0.0 | $27k | 150.00 | 177.33 |
|
|
| Walgreen Boots Alliance (WBA) | 0.0 | $27k | 2.9k | 9.33 |
|
|
| Estee Lauder Companies (EL) | 0.0 | $26k | 350.00 | 74.98 |
|
|
| Cameco Corporation (CCJ) | 0.0 | $26k | 500.00 | 51.39 |
|
|
| GSK (GSK) | 0.0 | $25k | +200% | 750.00 | 33.82 |
|
| Palantir Technologies (PLTR) | 0.0 | $25k | +11% | 335.00 | 75.63 |
|
| wisdomtreetrusdivd.. (DGRW) | 0.0 | $25k | +36% | 310.00 | 80.93 |
|
| iShares S&P NA Tech. Sec. Idx (IGM) | 0.0 | $24k | 237.00 | 102.09 |
|
|
| Citigroup (C) | 0.0 | $24k | 340.00 | 70.39 |
|
|
| Allstate Corporation (ALL) | 0.0 | $24k | 124.00 | 192.79 |
|
|
| MasTec (MTZ) | 0.0 | $24k | NEW | 175.00 | 136.14 |
|
| Becton, Dickinson and (BDX) | 0.0 | $24k | 104.00 | 226.87 |
|
|
| Pure Storage Inc - Class A (PSTG) | 0.0 | $23k | 375.00 | 61.43 |
|
|
| Unilever (UL) | 0.0 | $23k | 403.00 | 56.70 |
|
|
| Fortive (FTV) | 0.0 | $23k | 301.00 | 75.00 |
|
|
| Capital Group Growth Etf (CGGR) | 0.0 | $22k | 602.00 | 37.17 |
|
|
| Servicenow (NOW) | 0.0 | $22k | 21.00 | 1060.14 |
|
|
| ConAgra Foods (CAG) | 0.0 | $22k | 800.00 | 27.75 |
|
|
| Constellation Brands (STZ) | 0.0 | $22k | 100.00 | 221.00 |
|
|
| Invesco Nasdaq 100 Etf (QQQM) | 0.0 | $21k | 100.00 | 210.45 |
|
|
| Hca Holdings (HCA) | 0.0 | $21k | 70.00 | 300.16 |
|
|
| McKesson Corporation (MCK) | 0.0 | $20k | NEW | 35.00 | 569.91 |
|
| Capital Group Divid Value Etf Shs Creation Unit (CGDV) | 0.0 | $20k | 560.00 | 35.26 |
|
|
| Generac Holdings (GNRC) | 0.0 | $19k | 125.00 | 155.05 |
|
|
| Ishares Tr core div grwth (DGRO) | 0.0 | $19k | 308.00 | 61.34 |
|
|
| iShares Dow Jones US Aerospace & Def.ETF (ITA) | 0.0 | $18k | 125.00 | 145.35 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $18k | 130.00 | 139.50 |
|
|
| Brookfield Infrastructure Part (BIP) | 0.0 | $18k | 562.00 | 31.79 |
|
|
| Capital Group Gbl Growth Eqt (CGGO) | 0.0 | $18k | 605.00 | 29.22 |
|
|
| iShares S&P 500 Value Index (IVE) | 0.0 | $18k | 92.00 | 190.88 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $17k | 42.00 | 413.43 |
|
|
| Key (KEY) | 0.0 | $17k | 1.0k | 17.14 |
|
|
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.0 | $17k | -67% | 216.00 | 78.01 |
|
| Darling International (DAR) | 0.0 | $17k | 500.00 | 33.69 |
|
|
| Baxter International (BAX) | 0.0 | $16k | 549.00 | 29.16 |
|
|
| Snap-on Incorporated (SNA) | 0.0 | $16k | 47.00 | 339.49 |
|
|
| Wisdomtree Bitcoin (BTCW) | 0.0 | $16k | -49% | 160.00 | 98.65 |
|
| Solid Power Inc Class A (SLDP) | 0.0 | $16k | -51% | 8.4k | 1.89 |
|
| Centene Corporation (CNC) | 0.0 | $16k | 260.00 | 60.58 |
|
|
| iShares Dow Jones US Financial Svc. (IYG) | 0.0 | $16k | 201.00 | 77.81 |
|
|
| Solventum Corp (SOLV) | 0.0 | $15k | 232.00 | 66.06 |
|
|
| Rockwell Automation (ROK) | 0.0 | $15k | 53.00 | 285.79 |
|
|
| Ishares Tr usa min vo (USMV) | 0.0 | $15k | -79% | 170.00 | 88.79 |
|
| Chesapeake Energy Corp (EXE) | 0.0 | $15k | 150.00 | 99.55 |
|
|
| Koninklijke Philips Electronics NV (PHG) | 0.0 | $15k | 588.00 | 25.32 |
|
|
| Fnf (FNF) | 0.0 | $15k | 263.00 | 56.14 |
|
|
| Kyndryl Holdings Ord Wi (KD) | 0.0 | $15k | 423.00 | 34.60 |
|
|
| Pacira Pharmaceuticals (PCRX) | 0.0 | $14k | 760.00 | 18.84 |
|
|
| Dollar Tree (DLTR) | 0.0 | $14k | 190.00 | 74.94 |
|
|
| Diageo (DEO) | 0.0 | $14k | +81% | 111.00 | 127.13 |
|
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.0 | $14k | 170.00 | 81.98 |
|
|
| iShares S&P SmallCap 600 Value Idx (IJS) | 0.0 | $14k | -51% | 128.00 | 108.61 |
|
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.0 | $14k | -28% | 149.00 | 92.45 |
|
| Weyerhaeuser Company (WY) | 0.0 | $14k | 489.00 | 28.15 |
|
|
| Willis Towers Watson (WTW) | 0.0 | $14k | 43.00 | 313.23 |
|
|
| Vanguard Small-Cap Growth ETF (VBK) | 0.0 | $13k | 48.00 | 280.06 |
|
|
| Raymond James Financial (RJF) | 0.0 | $13k | 85.00 | 155.33 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $13k | +13% | 25.00 | 520.24 |
|
| Constellation Energy (CEG) | 0.0 | $13k | -90% | 58.00 | 223.71 |
|
| Sony Corporation (SONY) | 0.0 | $12k | +400% | 585.00 | 21.16 |
|
| Rogers Communications -cl B (RCI) | 0.0 | $12k | 400.00 | 30.73 |
|
|
| First Trust IPOX-100 Index Fund (FPX) | 0.0 | $12k | 99.00 | 119.51 |
|
|
| Materials SPDR (XLB) | 0.0 | $12k | 138.00 | 84.14 |
|
|
| Ross Stores (ROST) | 0.0 | $12k | 76.00 | 151.28 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $11k | 9.00 | 1267.33 |
|
|
| SPDR S&P China (GXC) | 0.0 | $11k | 150.00 | 75.88 |
|
|
| D.R. Horton (DHI) | 0.0 | $11k | 81.00 | 139.81 |
|
|
| PNC Financial Services (PNC) | 0.0 | $11k | 58.00 | 192.84 |
|
|
| iShares Dow Jones US Real Estate (IYR) | 0.0 | $11k | 120.00 | 93.06 |
|
|
| Quantumscape Corp (QS) | 0.0 | $11k | -48% | 2.2k | 5.19 |
|
| Asml Holding (ASML) | 0.0 | $11k | 16.00 | 693.06 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $11k | 36.00 | 300.47 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $11k | NEW | 20.00 | 532.45 |
|
| John Hancock Exchange Traded multifactor mi (JHMM) | 0.0 | $11k | 177.00 | 59.73 |
|
|
| Canadian Natl Ry (CNI) | 0.0 | $11k | 104.00 | 101.51 |
|
|
| iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $10k | 75.00 | 135.37 |
|
|
| Boston Beer Company (SAM) | 0.0 | $9.9k | 33.00 | 299.97 |
|
|
| Skechers USA (SKX) | 0.0 | $9.8k | 145.00 | 67.24 |
|
|
| Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.0 | $9.3k | 81.00 | 114.48 |
|
|
| Wendy's/arby's Group (WEN) | 0.0 | $8.8k | 541.00 | 16.30 |
|
|
| Pacer Fds Tr us cash cows 100 (COWZ) | 0.0 | $8.8k | 155.00 | 56.48 |
|
|
| Brunswick Corporation (BC) | 0.0 | $8.6k | NEW | 133.00 | 64.68 |
|
| Southwest Airlines (LUV) | 0.0 | $8.4k | 250.00 | 33.62 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $8.3k | -78% | 7.00 | 1185.86 |
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $8.3k | 127.00 | 65.18 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $8.3k | -61% | 13.00 | 636.00 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $8.1k | 20.00 | 402.70 |
|
|
| Danaos Corporation (DAC) | 0.0 | $8.0k | 100.00 | 80.07 |
|
|
| Alibaba Group Holding (BABA) | 0.0 | $7.9k | 93.00 | 84.78 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $7.7k | +77% | 177.00 | 43.38 |
|
| Telus Ord (TU) | 0.0 | $7.6k | 560.00 | 13.56 |
|
|
| Dollar General (DG) | 0.0 | $7.6k | 100.00 | 75.82 |
|
|
| Veralto Corp (VLTO) | 0.0 | $7.5k | 74.00 | 101.85 |
|
|
| Newell Rubbermaid (NWL) | 0.0 | $7.5k | 750.00 | 9.96 |
|
|
| Marvell Technology (MRVL) | 0.0 | $7.4k | 67.00 | 110.45 |
|
|
| Novartis (NVS) | 0.0 | $7.3k | 75.00 | 97.31 |
|
|
| Biogen Idec (BIIB) | 0.0 | $6.9k | 45.00 | 152.91 |
|
|
| Vaneck Vectors Etf Tr morningstar wide (MOAT) | 0.0 | $6.7k | 72.00 | 92.72 |
|
|
| Waste Management (WM) | 0.0 | $6.7k | 33.00 | 201.79 |
|
|
| Uber Technologies (UBER) | 0.0 | $6.5k | 108.00 | 60.32 |
|
|
| Motorola Solutions (MSI) | 0.0 | $6.5k | NEW | 14.00 | 462.21 |
|
| Geron Corporation (GERN) | 0.0 | $6.1k | 1.7k | 3.54 |
|
|
| SPDR DJ International Real Estate ETF (RWX) | 0.0 | $5.7k | 246.00 | 23.04 |
|
|
| EXACT Sciences Corporation (EXAS) | 0.0 | $5.6k | NEW | 100.00 | 56.19 |
|
| Total (TTE) | 0.0 | $5.5k | NEW | 101.00 | 54.51 |
|
| Hubbell (HUBB) | 0.0 | $5.4k | 13.00 | 418.92 |
|
|
| International Paper Company (IP) | 0.0 | $5.4k | 100.00 | 53.82 |
|
|
| Nasdaq Omx (NDAQ) | 0.0 | $5.3k | 69.00 | 77.30 |
|
|
| AmerisourceBergen (COR) | 0.0 | $5.2k | NEW | 23.00 | 224.70 |
|
| Genco Shipping (GNK) | 0.0 | $4.9k | 350.00 | 13.94 |
|
|
| Clorox Company (CLX) | 0.0 | $4.9k | 30.00 | 162.40 |
|
|
| Westlake Chemical Partners master ltd part (WLKP) | 0.0 | $4.6k | 200.00 | 23.14 |
|
|
| Cardinal Health (CAH) | 0.0 | $4.6k | 39.00 | 118.28 |
|
|
| Mannkind (MNKD) | 0.0 | $4.5k | 700.00 | 6.43 |
|
|
| First Tr Exchange Traded Fd rba indl etf (AIRR) | 0.0 | $4.2k | 55.00 | 77.04 |
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|
| iShares Barclays 10-20 Yr Tresry Bd (TLH) | 0.0 | $4.1k | 41.00 | 99.54 |
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| Pacer Fds Tr pacer us small (CALF) | 0.0 | $4.0k | 90.00 | 44.01 |
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| Service Corporation International (SCI) | 0.0 | $3.8k | NEW | 48.00 | 79.81 |
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| Nextera Energy Partners (XIFR) | 0.0 | $3.8k | 215.00 | 17.80 |
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| Public Service Enterprise (PEG) | 0.0 | $3.8k | NEW | 45.00 | 84.49 |
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| Dover Corporation (DOV) | 0.0 | $3.8k | NEW | 20.00 | 187.60 |
|
| Vanguard Short-Term Bond ETF (BSV) | 0.0 | $3.7k | 48.00 | 77.27 |
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| National Grid (NGG) | 0.0 | $3.4k | NEW | 58.00 | 59.41 |
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| Extra Space Storage (EXR) | 0.0 | $3.3k | 22.00 | 149.59 |
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| Blackrock Etf Trust us eqt factor (DYNF) | 0.0 | $3.3k | 64.00 | 51.25 |
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| Lam Research (LRCX) | 0.0 | $3.0k | NEW | 41.00 | 72.22 |
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| iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.0 | $3.0k | 28.00 | 105.46 |
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| Schlumberger (SLB) | 0.0 | $2.8k | 72.00 | 38.33 |
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| Global X Fds glb x lithium (LIT) | 0.0 | $2.7k | 65.00 | 40.78 |
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| Brookfield Infrastructure Corp Com Sub Vtg A (BIPC) | 0.0 | $2.4k | NEW | 61.00 | 40.02 |
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| American Water Works (AWK) | 0.0 | $2.2k | 18.00 | 124.50 |
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| Interpublic Group of Companies (IPG) | 0.0 | $2.1k | 76.00 | 28.03 |
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| DigitalBridge Group (DBRG) | 0.0 | $2.1k | 187.00 | 11.28 |
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| Icahn Enterprises (IEP) | 0.0 | $2.1k | +4% | 242.00 | 8.67 |
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| Ishares Msci Usa Quality Facto invalid (QUAL) | 0.0 | $2.0k | 11.00 | 178.09 |
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| Fortinet (FTNT) | 0.0 | $1.9k | NEW | 20.00 | 94.50 |
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| Avery Dennison Corporation (AVY) | 0.0 | $1.9k | 10.00 | 187.10 |
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| Brighthouse Finl (BHF) | 0.0 | $1.6k | 34.00 | 48.03 |
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| Credo Technology Group Holding (CRDO) | 0.0 | $1.5k | NEW | 22.00 | 67.23 |
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| iShares Dow Jones US Technology (IYW) | 0.0 | $1.4k | 9.00 | 159.56 |
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| Ishares Tr etf msci usa (ESGU) | 0.0 | $1.4k | 11.00 | 128.82 |
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| Occidental Petroleum Corp Warrant (OXY.WS) | 0.0 | $1.4k | 51.00 | 27.55 |
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| Creative Realities (CREX) | 0.0 | $1.4k | 570.00 | 2.45 |
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| Blacksky Technology (BKSY) | 0.0 | $1.2k | NEW | 115.00 | 10.79 |
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| Nano Dimension (NNDM) | 0.0 | $1.1k | NEW | 460.00 | 2.48 |
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| Eastman Chemical Company (EMN) | 0.0 | $1.1k | NEW | 12.00 | 91.33 |
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| Draftkings (DKNG) | 0.0 | $930.000000 | 25.00 | 37.20 |
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| Viatris (VTRS) | 0.0 | $847.001200 | 68.00 | 12.46 |
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| Perma-fix Env. (PESI) | 0.0 | $719.998500 | NEW | 65.00 | 11.08 |
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| Vanguard Total Bond Market ETF (BND) | 0.0 | $719.000000 | 10.00 | 71.90 |
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| Rivian Automotive Inc Class A (RIVN) | 0.0 | $665.000000 | -86% | 50.00 | 13.30 |
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| Bit Digital Ord (BTBT) | 0.0 | $644.996000 | NEW | 220.00 | 2.93 |
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| Ishares Tr hdg msci eafe (HEFA) | 0.0 | $626.000400 | 18.00 | 34.78 |
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| Ge Healthcare Technologies I (GEHC) | 0.0 | $625.000000 | 8.00 | 78.12 |
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| iShares S&P Global Energy Sector (IXC) | 0.0 | $535.000200 | 14.00 | 38.21 |
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| Orion Office Reit Inc-w/i (ONL) | 0.0 | $322.996200 | 87.00 | 3.71 |
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| Beyond Meat (BYND) | 0.0 | $282.000000 | 75.00 | 3.76 |
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| Nikola Corp | 0.0 | $152.000000 | 128.00 | 1.19 |
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| Kohl's Corporation (KSS) | 0.0 | $70.000000 | 5.00 | 14.00 |
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| Viracta Therapeutics (VIRX) | 0.0 | $32.000000 | 200.00 | 0.16 |
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| Workhorse Group (WKHS) | 0.0 | $7.000000 | NEW | 10.00 | 0.70 |
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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
- Indiana Trust & Investment Management 2024 Q4 filed Jan. 29, 2025
- Indiana Trust & Investment Management 2024 Q3 filed Oct. 16, 2024
- Indiana Trust & Investment Management 2024 Q2 filed July 10, 2024
- Indiana Trust & Investment Management 2024 Q1 filed April 16, 2024
- Indiana Trust & Investment Management 2023 Q4 filed Jan. 23, 2024
- Indiana Trust & Investment Management 2023 Q3 filed Oct. 10, 2023
- Indiana Trust & Investment Management 2023 Q2 filed July 7, 2023
- Indiana Trust & Investment Management 2023 Q1 filed April 6, 2023
- Indiana Trust & Investment Management 2022 Q4 filed Jan. 9, 2023
- Indiana Trust & Investment Management 2022 Q3 filed Oct. 11, 2022
- Indiana Trust & Investment Management 2022 Q2 filed July 8, 2022
- Indiana Trust & Investment Management 2022 Q1 filed April 4, 2022
- Indiana Trust & Investment Management 2021 Q4 filed Jan. 10, 2022
- Indiana Trust & Investment Management 2021 Q3 filed Oct. 4, 2021
- Indiana Trust & Investment Management 2021 Q2 filed July 7, 2021
- Indiana Trust & Investment Management 2021 Q1 filed April 6, 2021