1st Source Bank as of Dec. 31, 2024
Portfolio Holdings for 1st Source Bank
1st Source Bank holds 258 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 |
|---|---|---|---|---|---|
| 1st Source Corporation (SRCE) | 17.8 | $312M | 5.3M | 58.38 | |
| Ishares/usa Rus 1000 Grw Etf (IWF) | 13.4 | $235M | 585k | 401.58 | |
| Ishares Trust Rus 1000 Val Etf (IWD) | 7.0 | $122M | 660k | 185.13 | |
| SSgA Funds Management Tr Unit (SPY) | 6.1 | $107M | 182k | 586.08 | |
| SSGA Funds Management S&p Divid Etf (SDY) | 5.7 | $100M | 755k | 132.10 | |
| Apple (AAPL) | 2.3 | $41M | 163k | 250.42 | |
| BlackRock Fund Advisors Msci Emrg Chn (EMXC) | 2.3 | $40M | 724k | 55.45 | |
| BlackRock Fund Advisors Msci Eafe Etf (EFA) | 2.1 | $36M | 474k | 75.61 | |
| Microsoft Corporation (MSFT) | 2.0 | $36M | 85k | 421.50 | |
| Vanguard ETF/USA Van Ftse Dev Mkt (VEA) | 1.7 | $29M | 613k | 47.82 | |
| Eli Lilly & Co. (LLY) | 1.6 | $28M | 36k | 772.00 | |
| BlackRock Fund Advisors Core S&p Scp Etf (IJR) | 1.4 | $24M | 210k | 115.22 | |
| Ishares Russell 2000 Etf (IWM) | 1.4 | $24M | 107k | 220.96 | |
| Honeywell International (HON) | 1.2 | $21M | 92k | 225.89 | |
| State Street Etf/usa Utser1 S&pdcrp (MDY) | 1.2 | $21M | 36k | 569.58 | |
| Amazon (AMZN) | 1.1 | $20M | 91k | 219.39 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $20M | 103k | 189.30 | |
| JPMorgan Chase & Co. (JPM) | 1.0 | $17M | 71k | 239.71 | |
| BlackRock Fund Advisors Core S&p Mcp Etf (IJH) | 0.9 | $16M | 253k | 62.31 | |
| Costco Wholesale Corporation (COST) | 0.6 | $11M | 12k | 916.27 | |
| Patrick Industries (PATK) | 0.6 | $11M | 132k | 83.08 | |
| NVIDIA Corporation (NVDA) | 0.6 | $11M | 81k | 134.29 | |
| Pepsi (PEP) | 0.6 | $11M | 70k | 152.06 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $10M | 55k | 190.44 | |
| Johnson & Johnson (JNJ) | 0.6 | $10M | 71k | 144.62 | |
| Merck & Co (MRK) | 0.6 | $9.9M | 100k | 99.48 | |
| American Express Company (AXP) | 0.5 | $9.3M | 31k | 296.79 | |
| Procter & Gamble Company (PG) | 0.5 | $9.2M | 55k | 167.65 | |
| Automatic Data Processing (ADP) | 0.5 | $9.1M | 31k | 292.73 | |
| McDonald's Corporation (MCD) | 0.5 | $8.9M | 31k | 289.89 | |
| Home Depot (HD) | 0.5 | $8.9M | 23k | 388.99 | |
| Thermo Fisher Scientific (TMO) | 0.5 | $8.3M | 16k | 520.23 | |
| First Trust Advisors SHS (FVD) | 0.5 | $8.1M | 186k | 43.64 | |
| Palo Alto Networks (PANW) | 0.5 | $8.0M | 44k | 181.96 | |
| Ssga Funds Management Prtflo S&p500 Gw (SPYG) | 0.5 | $7.9M | 90k | 87.90 | |
| Oracle Corporation (ORCL) | 0.4 | $7.6M | 46k | 166.64 | |
| Broadcom (AVGO) | 0.4 | $7.5M | 32k | 231.84 | |
| Berkshire Hathaway Cl B New (BRK.B) | 0.4 | $7.3M | 16k | 453.28 | |
| TJX Companies (TJX) | 0.4 | $7.2M | 59k | 120.81 | |
| International Business Machines (IBM) | 0.4 | $6.7M | 31k | 219.83 | |
| Allstate Corporation (ALL) | 0.4 | $6.7M | 35k | 192.79 | |
| Norfolk Southern (NSC) | 0.4 | $6.6M | 28k | 234.70 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $6.6M | 61k | 107.57 | |
| Ishares Eafe Value Etf (EFV) | 0.4 | $6.4M | 121k | 52.47 | |
| Chevron Corporation (CVX) | 0.4 | $6.3M | 44k | 144.84 | |
| Wal-Mart Stores (WMT) | 0.3 | $5.9M | 66k | 90.35 | |
| Mastercard Cl A (MA) | 0.3 | $5.9M | 11k | 526.57 | |
| Intuitive Surgical Com New (ISRG) | 0.3 | $5.9M | 11k | 521.96 | |
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $5.6M | 33k | 172.42 | |
| Walt Disney Company (DIS) | 0.3 | $5.2M | 46k | 111.35 | |
| BlackRock Fund Advisors Intrm Gov Cr Etf (GVI) | 0.3 | $5.1M | 49k | 104.23 | |
| Abbvie (ABBV) | 0.3 | $5.0M | 28k | 177.70 | |
| Cisco Systems (CSCO) | 0.3 | $4.9M | 82k | 59.20 | |
| Danaher Corporation (DHR) | 0.3 | $4.9M | 21k | 229.55 | |
| BlackRock Fund Advisors Core Us Aggbd Et (AGG) | 0.3 | $4.8M | 50k | 96.90 | |
| ConocoPhillips (COP) | 0.3 | $4.5M | 45k | 99.17 | |
| Abbott Laboratories (ABT) | 0.3 | $4.4M | 39k | 113.11 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $4.3M | 104k | 41.82 | |
| Bank of America Corporation (BAC) | 0.2 | $4.2M | 96k | 43.95 | |
| Visa Com Cl A (V) | 0.2 | $4.1M | 13k | 316.04 | |
| MetLife (MET) | 0.2 | $3.9M | 48k | 81.88 | |
| Qualcomm (QCOM) | 0.2 | $3.7M | 24k | 153.62 | |
| Travelers Companies (TRV) | 0.2 | $3.6M | 15k | 240.89 | |
| Vanguard Etf/usa Ftse Emr Mkt Etf (VWO) | 0.2 | $3.5M | 80k | 44.04 | |
| SSgA Funds Management Rl Est Sel Sec (XLRE) | 0.2 | $3.5M | 86k | 40.67 | |
| Caterpillar (CAT) | 0.2 | $3.4M | 9.3k | 362.76 | |
| Lakeland Financial Corporation (LKFN) | 0.2 | $3.4M | 49k | 68.76 | |
| Waste Management (WM) | 0.2 | $3.3M | 16k | 201.79 | |
| 3M Company (MMM) | 0.2 | $3.2M | 25k | 129.09 | |
| Meta Platforms Cl A (META) | 0.2 | $3.1M | 5.3k | 585.52 | |
| Microchip Technology (MCHP) | 0.2 | $3.1M | 54k | 57.35 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $3.0M | 6.1k | 485.94 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $2.9M | 25k | 115.72 | |
| Spdr Gold Trust Gold Shs (GLD) | 0.2 | $2.9M | 12k | 242.13 | |
| Deere & Company (DE) | 0.2 | $2.7M | 6.4k | 423.70 | |
| Starbucks Corporation (SBUX) | 0.2 | $2.7M | 29k | 91.25 | |
| Air Products & Chemicals (APD) | 0.1 | $2.6M | 9.0k | 290.04 | |
| Lowe's Companies (LOW) | 0.1 | $2.6M | 10k | 246.80 | |
| First Trust ETFs/USA Ft Vest U.s. (DAUG) | 0.1 | $2.5M | 64k | 39.68 | |
| Nextera Energy (NEE) | 0.1 | $2.5M | 35k | 71.69 | |
| Hca Holdings (HCA) | 0.1 | $2.5M | 8.3k | 300.15 | |
| American Electric Power Company (AEP) | 0.1 | $2.5M | 27k | 92.23 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $2.4M | 41k | 60.30 | |
| Invesco Capital Management Unit Ser 1 (QQQ) | 0.1 | $2.4M | 4.7k | 511.23 | |
| Ssga Funds Management Prtflo S&p500 Vl (SPYV) | 0.1 | $2.4M | 46k | 51.14 | |
| American Water Works (AWK) | 0.1 | $2.3M | 18k | 124.49 | |
| Yum! Brands (YUM) | 0.1 | $2.2M | 17k | 134.16 | |
| Nike CL B (NKE) | 0.1 | $2.2M | 29k | 75.67 | |
| General Dynamics Corporation (GD) | 0.1 | $2.1M | 7.8k | 263.49 | |
| Morgan Stanley Com New (MS) | 0.1 | $2.0M | 16k | 125.72 | |
| Stryker Corporation (SYK) | 0.1 | $2.0M | 5.5k | 360.05 | |
| Ishares Core S&p500 Etf (IVV) | 0.1 | $2.0M | 3.4k | 588.68 | |
| iShares ETFs/USA Esg Awr Msci Usa (ESGU) | 0.1 | $2.0M | 15k | 128.82 | |
| Ishares Ishares Biotech (IBB) | 0.1 | $2.0M | 15k | 132.21 | |
| Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $2.0M | 4.6k | 425.50 | |
| Ishares Trust Iboxx Hi Yd Etf (HYG) | 0.1 | $1.9M | 24k | 78.65 | |
| SYSCO Corporation (SYY) | 0.1 | $1.9M | 25k | 76.46 | |
| Pfizer (PFE) | 0.1 | $1.8M | 69k | 26.53 | |
| salesforce (CRM) | 0.1 | $1.8M | 5.5k | 334.33 | |
| General Electric Com New (GE) | 0.1 | $1.8M | 11k | 166.79 | |
| Fortive (FTV) | 0.1 | $1.8M | 24k | 75.00 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $1.7M | 24k | 74.01 | |
| Bristol Myers Squibb (BMY) | 0.1 | $1.7M | 31k | 56.56 | |
| Union Pacific Corporation (UNP) | 0.1 | $1.6M | 7.1k | 228.04 | |
| BlackRock Fund Advisors Rus Md Cp Gr Etf (IWP) | 0.1 | $1.6M | 12k | 126.75 | |
| BlackRock Fund Advisors Rus Mid Cap Etf (IWR) | 0.1 | $1.5M | 17k | 88.40 | |
| US Bancorp Com New (USB) | 0.1 | $1.5M | 32k | 47.83 | |
| Select Sector Spdr Sbi Int-utils (XLU) | 0.1 | $1.5M | 20k | 75.69 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $1.5M | 12k | 131.04 | |
| First Trust ETFs/USA Ft Vest Us Eqt (FMAR) | 0.1 | $1.5M | 34k | 43.27 | |
| Vanguard S&p 500 Etf Shs (VOO) | 0.1 | $1.4M | 2.6k | 538.81 | |
| Dupont De Nemours (DD) | 0.1 | $1.4M | 18k | 76.25 | |
| Verizon Communications (VZ) | 0.1 | $1.4M | 35k | 39.99 | |
| W.W. Grainger (GWW) | 0.1 | $1.3M | 1.3k | 1054.05 | |
| Paypal Holdings (PYPL) | 0.1 | $1.3M | 15k | 85.35 | |
| Ishares S&p 500 Grwt Etf (IVW) | 0.1 | $1.3M | 13k | 101.53 | |
| Coca-Cola Company (KO) | 0.1 | $1.2M | 19k | 62.26 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $1.2M | 11k | 107.74 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.2M | 2.7k | 444.68 | |
| First Trust ETFs/USA Ft Vest Uq Eqt (DOCT) | 0.1 | $1.1M | 28k | 39.37 | |
| Corteva (CTVA) | 0.1 | $1.1M | 19k | 56.96 | |
| Medtronic SHS (MDT) | 0.1 | $1.1M | 13k | 79.88 | |
| Cabot Corporation (CBT) | 0.1 | $1.1M | 12k | 91.31 | |
| Blackrock Com A (BLK) | 0.1 | $1.1M | 1.0k | 1025.11 | |
| Nucor Corporation (NUE) | 0.1 | $1.0M | 8.6k | 116.71 | |
| Vanguard ETF/USA Small Cp Etf (VB) | 0.1 | $989k | 4.1k | 240.28 | |
| First Trust ETFs/USA Ft Vest Us Eqt (FNOV) | 0.1 | $986k | 21k | 47.82 | |
| Quanta Services (PWR) | 0.1 | $979k | 3.1k | 316.05 | |
| Fiserv (FI) | 0.1 | $966k | 4.7k | 205.42 | |
| Marvell Technology (MRVL) | 0.1 | $963k | 8.7k | 110.45 | |
| CTS Corporation (CTS) | 0.1 | $958k | 18k | 52.73 | |
| Johnson Controls International SHS (JCI) | 0.1 | $948k | 12k | 78.93 | |
| Proshare Advisors S&p 500 Dv Arist (NOBL) | 0.1 | $938k | 9.4k | 99.55 | |
| Illinois Tool Works (ITW) | 0.1 | $932k | 3.7k | 253.56 | |
| NiSource (NI) | 0.1 | $927k | 25k | 36.76 | |
| Wells Fargo & Company (WFC) | 0.1 | $923k | 13k | 70.24 | |
| Eaton Corp SHS (ETN) | 0.1 | $923k | 2.8k | 331.87 | |
| Masco Corporation (MAS) | 0.1 | $902k | 12k | 72.57 | |
| Enbridge (ENB) | 0.1 | $878k | 21k | 42.43 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $871k | 23k | 37.53 | |
| Ishares S&p 500 Val Etf (IVE) | 0.0 | $870k | 4.6k | 190.88 | |
| Emerson Electric (EMR) | 0.0 | $868k | 7.0k | 123.93 | |
| Digital Realty Trust (DLR) | 0.0 | $866k | 4.9k | 177.33 | |
| BP Sponsored Adr (BP) | 0.0 | $865k | 29k | 29.56 | |
| At&t (T) | 0.0 | $865k | 38k | 22.77 | |
| Dow (DOW) | 0.0 | $861k | 22k | 40.13 | |
| UnitedHealth (UNH) | 0.0 | $855k | 1.7k | 505.86 | |
| Zoetis Cl A (ZTS) | 0.0 | $848k | 5.2k | 162.94 | |
| Chubb (CB) | 0.0 | $836k | 3.0k | 276.30 | |
| Ge Vernova (GEV) | 0.0 | $833k | 2.5k | 328.93 | |
| Vanguard ETF/USA Value Etf (VTV) | 0.0 | $796k | 4.7k | 169.30 | |
| Zimmer Holdings (ZBH) | 0.0 | $795k | 7.5k | 105.63 | |
| Ishares Etfs/usa Esg Aw Msci Eafe (ESGD) | 0.0 | $793k | 10k | 76.14 | |
| L3harris Technologies (LHX) | 0.0 | $791k | 3.8k | 210.28 | |
| Boeing Company (BA) | 0.0 | $788k | 4.5k | 177.00 | |
| Amgen (AMGN) | 0.0 | $779k | 3.0k | 260.64 | |
| Edwards Lifesciences (EW) | 0.0 | $771k | 10k | 74.03 | |
| First Trust Advisors Ny Arca Biotech (FBT) | 0.0 | $720k | 4.3k | 166.21 | |
| Anthem (ELV) | 0.0 | $709k | 1.9k | 368.90 | |
| Cardinal Health (CAH) | 0.0 | $701k | 5.9k | 118.27 | |
| Phillips 66 (PSX) | 0.0 | $698k | 6.1k | 113.93 | |
| Utd Parcel Serv CL B (UPS) | 0.0 | $685k | 5.4k | 126.10 | |
| Intuit (INTU) | 0.0 | $681k | 1.1k | 628.50 | |
| First Trust ETFs/USA Ft Vest Nas (QMAR) | 0.0 | $670k | 23k | 29.76 | |
| EOG Resources (EOG) | 0.0 | $656k | 5.3k | 122.58 | |
| Cummins (CMI) | 0.0 | $643k | 1.8k | 348.60 | |
| Ishares/usa National Mun Etf (MUB) | 0.0 | $640k | 6.0k | 106.55 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $634k | 4.5k | 139.50 | |
| Invesco Capital Management S&p500 Eql Wgt (RSP) | 0.0 | $610k | 3.5k | 175.23 | |
| Carrier Global Corporation (CARR) | 0.0 | $606k | 8.9k | 68.26 | |
| Intel Corporation (INTC) | 0.0 | $595k | 30k | 20.05 | |
| Advanced Micro Devices (AMD) | 0.0 | $591k | 4.9k | 120.79 | |
| Select Sector Spdr Energy (XLE) | 0.0 | $582k | 6.8k | 85.66 | |
| Horizon Ban (HBNC) | 0.0 | $580k | 36k | 16.11 | |
| eBay (EBAY) | 0.0 | $575k | 9.3k | 61.95 | |
| Estee Lauder Cos Cl A (EL) | 0.0 | $558k | 7.4k | 74.98 | |
| Corning Incorporated (GLW) | 0.0 | $556k | 12k | 47.52 | |
| CVS Caremark Corporation (CVS) | 0.0 | $554k | 12k | 44.89 | |
| Accenture Shs Class A (ACN) | 0.0 | $547k | 1.6k | 351.79 | |
| Valero Energy Corporation (VLO) | 0.0 | $532k | 4.3k | 122.59 | |
| FedEx Corporation (FDX) | 0.0 | $520k | 1.8k | 281.33 | |
| Lululemon Athletica (LULU) | 0.0 | $505k | 1.3k | 382.41 | |
| MGE Energy (MGEE) | 0.0 | $493k | 5.2k | 93.96 | |
| BlackRock Fund Advisors Rus Mdcp Val Etf (IWS) | 0.0 | $492k | 3.8k | 129.34 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $486k | 1.0k | 469.29 | |
| Yum China Holdings (YUMC) | 0.0 | $486k | 10k | 48.17 | |
| Key (KEY) | 0.0 | $474k | 28k | 17.14 | |
| Rockwell Automation (ROK) | 0.0 | $474k | 1.7k | 285.79 | |
| Kyndryl Holdings Common Stock (KD) | 0.0 | $464k | 13k | 34.60 | |
| BlackRock Fund Advisors Esg Aware Msci (ESML) | 0.0 | $459k | 11k | 42.05 | |
| BlackRock Fund Advisors Rus 1000 Etf (IWB) | 0.0 | $458k | 1.4k | 322.16 | |
| Cigna Corp (CI) | 0.0 | $457k | 1.7k | 276.14 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $456k | 2.4k | 187.51 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $451k | 23k | 19.59 | |
| Cognizant Technolo Cl A (CTSH) | 0.0 | $443k | 5.8k | 76.90 | |
| American Tower Reit (AMT) | 0.0 | $435k | 2.4k | 183.41 | |
| General Mills (GIS) | 0.0 | $430k | 6.7k | 63.77 | |
| Dominion Resources (D) | 0.0 | $427k | 7.9k | 53.86 | |
| Charles Schwab Investment Mana Us Dividend Eq (SCHD) | 0.0 | $425k | 16k | 27.32 | |
| Darden Restaurants (DRI) | 0.0 | $421k | 2.3k | 186.69 | |
| Tesla Motors (TSLA) | 0.0 | $421k | 1.0k | 403.84 | |
| Schlumberger NV Com Stk (SLB) | 0.0 | $417k | 11k | 38.34 | |
| Old National Ban (ONB) | 0.0 | $413k | 19k | 21.70 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $409k | 4.4k | 92.61 | |
| Solventum Corp Com Shs (SOLV) | 0.0 | $403k | 6.1k | 66.06 | |
| Ies Hldgs (IESC) | 0.0 | $402k | 2.0k | 200.96 | |
| Mondelez International Cl A (MDLZ) | 0.0 | $397k | 6.6k | 59.73 | |
| Analog Devices (ADI) | 0.0 | $391k | 1.8k | 212.46 | |
| Select Sector Spdr Technology (XLK) | 0.0 | $388k | 1.7k | 232.52 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $385k | 606.00 | 636.03 | |
| Applied Materials (AMAT) | 0.0 | $385k | 2.4k | 162.63 | |
| Cme (CME) | 0.0 | $379k | 1.6k | 232.23 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $378k | 3.7k | 101.85 | |
| Goldman Sachs (GS) | 0.0 | $374k | 653.00 | 572.62 | |
| Vanguard ETF/USA Mid Cap Etf (VO) | 0.0 | $365k | 1.4k | 264.13 | |
| Philip Morris International (PM) | 0.0 | $360k | 3.0k | 120.35 | |
| Vanguard Etf/usa Midcp 400 Idx (IVOO) | 0.0 | $359k | 3.4k | 105.50 | |
| Republic Services (RSG) | 0.0 | $350k | 1.7k | 201.18 | |
| Jacobs Engineering Group (J) | 0.0 | $348k | 2.6k | 133.62 | |
| Southern Company (SO) | 0.0 | $348k | 4.2k | 82.32 | |
| Humana (HUM) | 0.0 | $343k | 1.4k | 253.71 | |
| Truist Financial Corp equities (TFC) | 0.0 | $336k | 7.7k | 43.38 | |
| Vanguard Etf/usa Total Stk Mkt (VTI) | 0.0 | $328k | 1.1k | 289.81 | |
| AFLAC Incorporated (AFL) | 0.0 | $325k | 3.1k | 103.44 | |
| Netflix (NFLX) | 0.0 | $323k | 362.00 | 891.32 | |
| Altria (MO) | 0.0 | $320k | 6.1k | 52.29 | |
| PNC Financial Services (PNC) | 0.0 | $319k | 1.7k | 192.85 | |
| Vanguard Etf/usa Sm Cp Val Etf (VBR) | 0.0 | $315k | 1.6k | 198.18 | |
| Select Sector Spdr Sbi Materials (XLB) | 0.0 | $312k | 3.7k | 84.14 | |
| TSMC Sponsored Ads (TSM) | 0.0 | $310k | 1.6k | 197.49 | |
| First Trust ETFs/USA Ft Vest Us Eqt (DMAR) | 0.0 | $309k | 8.1k | 38.17 | |
| Wec Energy Group (WEC) | 0.0 | $309k | 3.3k | 94.04 | |
| Progressive Corporation (PGR) | 0.0 | $301k | 1.3k | 239.61 | |
| Becton, Dickinson and (BDX) | 0.0 | $300k | 1.3k | 226.87 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $295k | 5.8k | 50.52 | |
| BlackRock Fund Advisors Core S&p Ttl Stk (ITOT) | 0.0 | $289k | 2.2k | 128.62 | |
| Target Corporation (TGT) | 0.0 | $284k | 2.1k | 135.18 | |
| Cintas Corporation (CTAS) | 0.0 | $275k | 1.5k | 182.70 | |
| Global Payments (GPN) | 0.0 | $273k | 2.4k | 112.06 | |
| Amer Intl Grp Com New (AIG) | 0.0 | $270k | 3.7k | 72.80 | |
| First Trust ETFs/USA Ft Vest Us Eqt (FJAN) | 0.0 | $269k | 5.9k | 45.90 | |
| Sempra Energy (SRE) | 0.0 | $262k | 3.0k | 87.72 | |
| GE HealthCare Technologies Common Stock (GEHC) | 0.0 | $253k | 3.2k | 78.18 | |
| First Trust ETFs/USA Ft Vest U.s. (DAPR) | 0.0 | $248k | 6.7k | 37.21 | |
| Wendy's/arby's Group (WEN) | 0.0 | $246k | 15k | 16.30 | |
| McKesson Corporation (MCK) | 0.0 | $246k | 431.00 | 569.91 | |
| Baxter International (BAX) | 0.0 | $240k | 8.2k | 29.16 | |
| BlackRock Fund Advisors Shs Ben Int (IBIT) | 0.0 | $236k | 4.5k | 53.05 | |
| Vanguard ETF/USA Growth Etf (VUG) | 0.0 | $229k | 557.00 | 410.44 | |
| BlackRock Fund Advisors Msci Usa Mmentm (MTUM) | 0.0 | $224k | 1.1k | 206.92 | |
| First Trust Advisors Com Shs (FAD) | 0.0 | $222k | 1.6k | 138.21 | |
| Select Sector Spdr Financial (XLF) | 0.0 | $209k | 4.3k | 48.33 | |
| Fifth Third Ban (FITB) | 0.0 | $208k | 4.9k | 42.28 | |
| Ishares Iboxx Inv Cp Etf (LQD) | 0.0 | $207k | 1.9k | 106.84 | |
| Rbc Cad (RY) | 0.0 | $207k | 1.7k | 120.51 | |
| Select Sector Spdr Sbi Healthcare (XLV) | 0.0 | $206k | 1.5k | 137.57 | |
| Thor Industries (THO) | 0.0 | $206k | 2.1k | 95.71 | |
| AutoZone (AZO) | 0.0 | $202k | 63.00 | 3202.00 |