CoreFirst Bank & Trust as of June 30, 2025
Portfolio Holdings for CoreFirst Bank & Trust
CoreFirst Bank & Trust holds 341 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Colgate-Palmolive Company (CL) | 5.7 | $10M | 111k | 90.90 | |
| Apple (AAPL) | 5.2 | $9.2M | 45k | 205.17 | |
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 5.1 | $9.1M | 115k | 79.28 | |
| Vanguard Europe Pacific ETF (VEA) | 4.0 | $7.0M | 123k | 57.01 | |
| Ishares Tr dev val factor (IVLU) | 3.4 | $6.1M | 184k | 32.89 | |
| Vanguard High Dividend Yield ETF (VYM) | 3.2 | $5.7M | 42k | 133.31 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 3.0 | $5.4M | 59k | 91.10 | |
| Microsoft Corporation (MSFT) | 2.4 | $4.3M | 8.6k | 497.41 | |
| iShares S&P 500 Index (IVV) | 2.3 | $4.2M | 6.7k | 620.90 | |
| Vanguard Dividend Appreciation ETF (VIG) | 2.2 | $3.8M | 19k | 204.67 | |
| Ishares Inc core msci emkt (IEMG) | 2.0 | $3.5M | 58k | 60.03 | |
| American Centy Etf Tr avantis emgmkt (AVEM) | 2.0 | $3.5M | 51k | 68.54 | |
| iShares S&P SmallCap 600 Index (IJR) | 1.9 | $3.4M | 31k | 109.29 | |
| iShares S&P MidCap 400 Index (IJH) | 1.7 | $2.9M | 47k | 62.02 | |
| Vanguard Int High Dvd Yld In exchange traded funds (VYMI) | 1.7 | $2.9M | 37k | 80.11 | |
| Wal-Mart Stores (WMT) | 1.6 | $2.8M | 29k | 97.78 | |
| Vanguard FTSE All Wld Ex USSml Cap (VSS) | 1.5 | $2.6M | 20k | 134.39 | |
| Iron Mountain (IRM) | 1.4 | $2.5M | 25k | 102.57 | |
| J P Morgan Exchange-traded F (JEPI) | 1.4 | $2.5M | 44k | 56.85 | |
| JPMorgan Chase & Co. (JPM) | 1.4 | $2.4M | 8.2k | 289.91 | |
| Johnson & Johnson (JNJ) | 1.3 | $2.4M | 16k | 152.75 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 1.3 | $2.3M | 13k | 181.74 | |
| Exxon Mobil Corporation (XOM) | 1.3 | $2.3M | 21k | 107.80 | |
| Invesco Exchange Traded Fd T russel 200 eql (EQWL) | 1.2 | $2.2M | 20k | 109.97 | |
| Spdr S&p 500 Etf (SPY) | 1.2 | $2.1M | 3.4k | 617.85 | |
| McDonald's Corporation (MCD) | 1.2 | $2.1M | 7.1k | 292.17 | |
| Procter & Gamble Company (PG) | 1.2 | $2.1M | 13k | 159.32 | |
| Chevron Corporation (CVX) | 1.1 | $1.9M | 14k | 143.19 | |
| Lowe's Companies (LOW) | 1.1 | $1.9M | 8.6k | 221.87 | |
| American Centy Etf Tr (AVES) | 1.0 | $1.8M | 34k | 53.55 | |
| Vanguard Whitehall Fds Inc intl dvd etf (VIGI) | 1.0 | $1.8M | 20k | 90.12 | |
| Cambria Etf Tr cambria fgn shr (FYLD) | 0.8 | $1.4M | 49k | 29.24 | |
| Vanguard Us Value Factor (VFVA) | 0.7 | $1.3M | 11k | 118.30 | |
| Norfolk Southern (NSC) | 0.7 | $1.3M | 4.9k | 255.97 | |
| Spdr Ser Tr russell yield (ONEY) | 0.7 | $1.2M | 11k | 108.27 | |
| Berkshire Hathaway (BRK.B) | 0.7 | $1.2M | 2.4k | 485.77 | |
| Fiserv (FI) | 0.6 | $1.1M | 6.4k | 172.41 | |
| Eaton (ETN) | 0.6 | $1.1M | 3.0k | 356.99 | |
| Oracle Corporation (ORCL) | 0.6 | $992k | 4.5k | 218.63 | |
| Walt Disney Company (DIS) | 0.5 | $949k | 7.7k | 124.01 | |
| Coca-Cola Company (KO) | 0.5 | $937k | 13k | 70.75 | |
| ConocoPhillips (COP) | 0.5 | $931k | 10k | 89.74 | |
| American Express Company (AXP) | 0.5 | $896k | 2.8k | 318.98 | |
| Pepsi (PEP) | 0.5 | $891k | 6.7k | 132.04 | |
| Raytheon Technologies Corp (RTX) | 0.5 | $868k | 5.9k | 146.02 | |
| Home Depot (HD) | 0.5 | $865k | 2.4k | 366.64 | |
| Philip Morris International (PM) | 0.5 | $850k | 4.7k | 182.13 | |
| Altria (MO) | 0.5 | $836k | 14k | 58.63 | |
| Amazon (AMZN) | 0.5 | $829k | 3.8k | 219.39 | |
| Abbvie (ABBV) | 0.5 | $821k | 4.4k | 185.62 | |
| Cambria Etf Tr emrg sharehldr (EYLD) | 0.4 | $791k | 22k | 36.12 | |
| Merck & Co (MRK) | 0.4 | $785k | 9.9k | 79.16 | |
| Accenture (ACN) | 0.4 | $784k | 2.6k | 298.89 | |
| Amgen (AMGN) | 0.4 | $776k | 2.8k | 279.21 | |
| Eli Lilly & Co. (LLY) | 0.4 | $741k | 950.00 | 779.53 | |
| Visa (V) | 0.4 | $731k | 2.1k | 355.05 | |
| Berkshire Hathaway (BRK.A) | 0.4 | $729k | 1.00 | 728800.00 | |
| Evergy (EVRG) | 0.4 | $712k | 10k | 68.93 | |
| Ares Management Corporation cl a com stk (ARES) | 0.4 | $708k | 4.1k | 173.20 | |
| UnitedHealth (UNH) | 0.4 | $692k | 2.2k | 311.97 | |
| Intuit (INTU) | 0.4 | $662k | 841.00 | 787.63 | |
| Cisco Systems (CSCO) | 0.4 | $647k | 9.3k | 69.38 | |
| Marathon Petroleum Corp (MPC) | 0.3 | $619k | 3.7k | 166.11 | |
| Cigna Corp (CI) | 0.3 | $616k | 1.9k | 330.58 | |
| S&p Global (SPGI) | 0.3 | $601k | 1.1k | 527.29 | |
| Danaher Corporation (DHR) | 0.3 | $595k | 3.0k | 197.54 | |
| General Electric (GE) | 0.3 | $574k | 2.2k | 257.39 | |
| Alphabet Inc Class A cs (GOOGL) | 0.3 | $560k | 3.2k | 176.23 | |
| Dollar General (DG) | 0.3 | $557k | 4.9k | 114.38 | |
| Deere & Company (DE) | 0.3 | $553k | 1.1k | 508.49 | |
| Automatic Data Processing (ADP) | 0.3 | $539k | 1.7k | 308.40 | |
| International Business Machines (IBM) | 0.3 | $527k | 1.8k | 294.78 | |
| Honeywell International (HON) | 0.3 | $522k | 2.2k | 232.88 | |
| Costco Wholesale Corporation (COST) | 0.3 | $503k | 508.00 | 989.94 | |
| Union Pacific Corporation (UNP) | 0.3 | $452k | 2.0k | 230.08 | |
| Nike (NKE) | 0.2 | $440k | 6.2k | 71.04 | |
| Caterpillar (CAT) | 0.2 | $439k | 1.1k | 388.21 | |
| Capital One Financial (COF) | 0.2 | $435k | 2.0k | 212.76 | |
| Novartis (NVS) | 0.2 | $415k | 3.4k | 121.01 | |
| Intercontinental Exchange (ICE) | 0.2 | $414k | 2.3k | 183.47 | |
| Nucor Corporation (NUE) | 0.2 | $413k | 3.2k | 129.54 | |
| At&t (T) | 0.2 | $411k | 14k | 28.94 | |
| Corning Incorporated (GLW) | 0.2 | $404k | 7.7k | 52.59 | |
| Bank of America Corporation (BAC) | 0.2 | $369k | 7.8k | 47.32 | |
| Wells Fargo & Company (WFC) | 0.2 | $367k | 4.6k | 80.12 | |
| Emerson Electric (EMR) | 0.2 | $364k | 2.7k | 133.33 | |
| Abbott Laboratories (ABT) | 0.2 | $359k | 2.6k | 136.01 | |
| Oneok (OKE) | 0.2 | $356k | 4.4k | 81.63 | |
| Church & Dwight (CHD) | 0.2 | $356k | 3.7k | 96.11 | |
| Mondelez Int (MDLZ) | 0.2 | $340k | 5.0k | 67.44 | |
| Bristol Myers Squibb (BMY) | 0.2 | $336k | 7.3k | 46.29 | |
| Alphabet Inc Class C cs (GOOG) | 0.2 | $335k | 1.9k | 177.39 | |
| Vanguard Total Stock Market ETF (VTI) | 0.2 | $334k | 1.1k | 303.93 | |
| Novo Nordisk A/S (NVO) | 0.2 | $330k | 4.8k | 69.02 | |
| United Parcel Service (UPS) | 0.2 | $326k | 3.2k | 100.94 | |
| Phillips 66 (PSX) | 0.2 | $324k | 2.7k | 119.30 | |
| Starbucks Corporation (SBUX) | 0.2 | $321k | 3.5k | 91.63 | |
| Stryker Corporation (SYK) | 0.2 | $309k | 780.00 | 395.63 | |
| NVIDIA Corporation (NVDA) | 0.2 | $303k | 1.9k | 157.99 | |
| Verizon Communications (VZ) | 0.2 | $295k | 6.8k | 43.27 | |
| Ge Vernova (GEV) | 0.2 | $294k | 556.00 | 529.15 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.2 | $273k | 495.00 | 551.64 | |
| Advanced Micro Devices (AMD) | 0.2 | $266k | 1.9k | 141.90 | |
| Olin Corporation (OLN) | 0.1 | $257k | 13k | 20.09 | |
| Target Corporation (TGT) | 0.1 | $250k | 2.5k | 98.65 | |
| Robert Half International (RHI) | 0.1 | $245k | 6.0k | 41.05 | |
| American Tower Reit (AMT) | 0.1 | $239k | 1.1k | 221.02 | |
| iShares Dow Jones Select Dividend (DVY) | 0.1 | $236k | 1.8k | 132.81 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $230k | 1.1k | 207.62 | |
| Xcel Energy (XEL) | 0.1 | $230k | 3.4k | 68.10 | |
| Bunge (BG) | 0.1 | $221k | 2.8k | 80.28 | |
| Dimensional Etf Trust (DFAC) | 0.1 | $208k | 5.8k | 35.84 | |
| MetLife (MET) | 0.1 | $197k | 2.5k | 80.42 | |
| Republic Services (RSG) | 0.1 | $185k | 750.00 | 246.61 | |
| Enbridge (ENB) | 0.1 | $184k | 4.1k | 45.32 | |
| Spdr Series Trust aerospace def (XAR) | 0.1 | $183k | 865.00 | 210.94 | |
| Ishares Core Intl Stock Etf core (IXUS) | 0.1 | $177k | 2.3k | 77.31 | |
| Huntsman Corporation (HUN) | 0.1 | $174k | 17k | 10.42 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $174k | 1.4k | 128.92 | |
| Chubb (CB) | 0.1 | $174k | 599.00 | 289.72 | |
| Weyerhaeuser Company (WY) | 0.1 | $171k | 6.7k | 25.69 | |
| iShares Russell 1000 Value Index (IWD) | 0.1 | $170k | 877.00 | 194.23 | |
| Anheuser-Busch InBev NV (BUD) | 0.1 | $170k | 2.5k | 68.72 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.1 | $168k | 2.4k | 69.09 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.1 | $163k | 370.00 | 440.65 | |
| Southwest Airlines (LUV) | 0.1 | $161k | 5.0k | 32.44 | |
| Halliburton Company (HAL) | 0.1 | $160k | 7.8k | 20.38 | |
| Canadian Natural Resources (CNQ) | 0.1 | $159k | 5.1k | 31.40 | |
| Comcast Corporation (CMCSA) | 0.1 | $153k | 4.3k | 35.69 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.1 | $152k | 1.1k | 138.68 | |
| S&T Ban (STBA) | 0.1 | $151k | 4.0k | 37.82 | |
| Pfizer (PFE) | 0.1 | $145k | 6.0k | 24.24 | |
| Northern Trust Corporation (NTRS) | 0.1 | $143k | 1.1k | 126.79 | |
| iShares S&P 500 Growth Index (IVW) | 0.1 | $142k | 1.3k | 110.10 | |
| Oge Energy Corp (OGE) | 0.1 | $142k | 3.2k | 44.38 | |
| Parker-Hannifin Corporation (PH) | 0.1 | $140k | 200.00 | 698.47 | |
| Portland General Electric Company (POR) | 0.1 | $139k | 3.4k | 40.63 | |
| Cummins (CMI) | 0.1 | $135k | 411.00 | 327.50 | |
| Williams Companies (WMB) | 0.1 | $134k | 2.1k | 62.81 | |
| 3M Company (MMM) | 0.1 | $134k | 880.00 | 152.24 | |
| Enterprise Products Partners (EPD) | 0.1 | $134k | 4.3k | 31.01 | |
| Ameriprise Financial (AMP) | 0.1 | $130k | 243.00 | 533.73 | |
| Medtronic (MDT) | 0.1 | $127k | 1.5k | 87.17 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $122k | 264.00 | 463.14 | |
| Tyson Foods (TSN) | 0.1 | $122k | 2.2k | 55.94 | |
| Owens Corning (OC) | 0.1 | $121k | 880.00 | 137.52 | |
| Teledyne Technologies Incorporated (TDY) | 0.1 | $118k | 230.00 | 512.31 | |
| Fastenal Company (FAST) | 0.1 | $118k | 2.8k | 42.00 | |
| Hershey Company (HSY) | 0.1 | $114k | 689.00 | 165.95 | |
| iShares Russell Midcap Value Index (IWS) | 0.1 | $114k | 865.00 | 132.14 | |
| American Water Works (AWK) | 0.1 | $113k | 815.00 | 139.11 | |
| Biogen Idec (BIIB) | 0.1 | $112k | 894.00 | 125.59 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $109k | 218.00 | 499.99 | |
| Westlake Chemical Corporation (WLK) | 0.1 | $108k | 1.4k | 75.93 | |
| iShares Russell 1000 Growth Index (IWF) | 0.1 | $106k | 250.00 | 424.58 | |
| iShares Russell 2000 Index (IWM) | 0.1 | $105k | 488.00 | 215.79 | |
| Lululemon Athletica (LULU) | 0.1 | $105k | 440.00 | 237.58 | |
| Facebook Inc cl a (META) | 0.1 | $101k | 137.00 | 738.09 | |
| Xylem (XYL) | 0.1 | $101k | 779.00 | 129.36 | |
| Gilead Sciences (GILD) | 0.1 | $100k | 900.00 | 110.87 | |
| Ishares Gold Tr (IAUM) | 0.1 | $99k | 3.0k | 32.99 | |
| Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.1 | $97k | 2.0k | 49.51 | |
| Qualcomm (QCOM) | 0.1 | $97k | 607.00 | 159.26 | |
| Masco Corporation (MAS) | 0.1 | $97k | 1.5k | 64.36 | |
| Plains All American Pipeline (PAA) | 0.1 | $96k | 5.3k | 18.32 | |
| Ameren Corporation (AEE) | 0.1 | $96k | 1.0k | 96.04 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $94k | 1.0k | 91.11 | |
| Canadian Natl Ry (CNI) | 0.1 | $94k | 903.00 | 104.04 | |
| Linde (LIN) | 0.1 | $94k | 200.00 | 469.18 | |
| Ishares Tr msci usavalfct (VLUE) | 0.1 | $91k | 802.00 | 113.21 | |
| J.B. Hunt Transport Services (JBHT) | 0.1 | $90k | 626.00 | 143.60 | |
| Cardinal Health (CAH) | 0.0 | $87k | 520.00 | 168.00 | |
| Veralto Corp (VLTO) | 0.0 | $87k | 865.00 | 100.95 | |
| Yum! Brands (YUM) | 0.0 | $86k | 580.00 | 148.18 | |
| McKesson Corporation (MCK) | 0.0 | $86k | 117.00 | 732.78 | |
| Illinois Tool Works (ITW) | 0.0 | $86k | 346.00 | 247.25 | |
| Bank of Hawaii Corporation (BOH) | 0.0 | $83k | 1.2k | 67.53 | |
| iShares Russell 2000 Value Index (IWN) | 0.0 | $83k | 525.00 | 157.76 | |
| Axon Enterprise (AXON) | 0.0 | $83k | 100.00 | 827.94 | |
| D.R. Horton (DHI) | 0.0 | $82k | 635.00 | 128.92 | |
| U.S. Bancorp (USB) | 0.0 | $82k | 1.8k | 45.25 | |
| Kroger (KR) | 0.0 | $81k | 1.1k | 71.73 | |
| Boeing Company (BA) | 0.0 | $80k | 381.00 | 209.53 | |
| iShares S&P 500 Value Index (IVE) | 0.0 | $79k | 404.00 | 195.42 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $79k | 862.00 | 91.24 | |
| Ford Motor Company (F) | 0.0 | $76k | 7.0k | 10.85 | |
| Toyota Motor Corporation (TM) | 0.0 | $76k | 438.00 | 172.26 | |
| Capitol Federal Financial (CFFN) | 0.0 | $74k | 12k | 6.10 | |
| Waste Management (WM) | 0.0 | $73k | 320.00 | 228.82 | |
| Public Service Enterprise (PEG) | 0.0 | $73k | 864.00 | 84.18 | |
| Hf Sinclair Corp (DINO) | 0.0 | $73k | 1.8k | 41.08 | |
| Dupont De Nemours (DD) | 0.0 | $72k | 1.1k | 68.59 | |
| First Citizens BancShares (FCNCA) | 0.0 | $70k | 36.00 | 1956.50 | |
| Vanguard Growth ETF (VUG) | 0.0 | $70k | 160.00 | 438.40 | |
| Lear Corporation (LEA) | 0.0 | $69k | 730.00 | 94.98 | |
| Kimco Realty Corporation (KIM) | 0.0 | $68k | 3.3k | 21.02 | |
| PPG Industries (PPG) | 0.0 | $68k | 600.00 | 113.75 | |
| EOG Resources (EOG) | 0.0 | $65k | 540.00 | 119.61 | |
| Duke Energy (DUK) | 0.0 | $64k | 542.00 | 118.00 | |
| Realty Income (O) | 0.0 | $62k | 1.1k | 57.61 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $62k | 623.00 | 99.02 | |
| Arrow Electronics (ARW) | 0.0 | $62k | 483.00 | 127.43 | |
| Clorox Company (CLX) | 0.0 | $61k | 510.00 | 120.07 | |
| Lamb Weston Hldgs (LW) | 0.0 | $61k | 1.2k | 51.85 | |
| Kellogg Company (K) | 0.0 | $59k | 745.00 | 79.53 | |
| Corteva (CTVA) | 0.0 | $59k | 792.00 | 74.53 | |
| Eversource Energy (ES) | 0.0 | $58k | 907.00 | 63.62 | |
| British American Tobac (BTI) | 0.0 | $55k | 1.2k | 47.33 | |
| General Mills (GIS) | 0.0 | $55k | 1.1k | 51.81 | |
| ConAgra Foods (CAG) | 0.0 | $54k | 2.6k | 20.47 | |
| Wabtec Corporation (WAB) | 0.0 | $53k | 254.00 | 209.35 | |
| Tractor Supply Company (TSCO) | 0.0 | $53k | 1.0k | 52.77 | |
| Ross Stores (ROST) | 0.0 | $51k | 402.00 | 127.58 | |
| First Solar (FSLR) | 0.0 | $51k | 305.00 | 165.54 | |
| Blackrock (BLK) | 0.0 | $50k | 48.00 | 1049.25 | |
| L3harris Technologies (LHX) | 0.0 | $50k | 200.00 | 250.84 | |
| Intel Corporation (INTC) | 0.0 | $49k | 2.2k | 22.40 | |
| Aberdeen Standard Physical Silver Shares Etf etf (SIVR) | 0.0 | $48k | 1.4k | 34.41 | |
| Dow (DOW) | 0.0 | $48k | 1.8k | 26.48 | |
| Taiwan Semiconductor Mfg (TSM) | 0.0 | $45k | 200.00 | 226.49 | |
| Constellation Energy (CEG) | 0.0 | $43k | 133.00 | 322.76 | |
| Morgan Stanley (MS) | 0.0 | $42k | 300.00 | 140.86 | |
| Allstate Corporation (ALL) | 0.0 | $40k | 200.00 | 201.31 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $40k | 70.00 | 566.49 | |
| MasterCard Incorporated (MA) | 0.0 | $39k | 70.00 | 561.94 | |
| Roper Industries (ROP) | 0.0 | $39k | 69.00 | 566.84 | |
| Becton, Dickinson and (BDX) | 0.0 | $38k | 222.00 | 172.25 | |
| Edison International (EIX) | 0.0 | $38k | 736.00 | 51.60 | |
| Exelon Corporation (EXC) | 0.0 | $38k | 872.00 | 43.42 | |
| Zimmer Holdings (ZBH) | 0.0 | $38k | 415.00 | 91.21 | |
| Snap-on Incorporated (SNA) | 0.0 | $37k | 119.00 | 311.18 | |
| Kinder Morgan (KMI) | 0.0 | $35k | 1.2k | 29.40 | |
| Nov (NOV) | 0.0 | $35k | 2.8k | 12.43 | |
| BP (BP) | 0.0 | $34k | 1.1k | 29.93 | |
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $34k | 4.2k | 8.02 | |
| SEI Investments Company (SEIC) | 0.0 | $34k | 373.00 | 89.86 | |
| GSK (GSK) | 0.0 | $34k | 872.00 | 38.40 | |
| Ishares Msci Usa Quality Facto invalid (QUAL) | 0.0 | $33k | 182.00 | 182.82 | |
| Commerce Bancshares (CBSH) | 0.0 | $33k | 528.00 | 62.17 | |
| Newmont Mining Corporation (NEM) | 0.0 | $32k | 545.00 | 58.26 | |
| Nuveen Floating Rate Income Fund (JFR) | 0.0 | $32k | 3.7k | 8.47 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.0 | $31k | 439.00 | 70.41 | |
| Metropcs Communications (TMUS) | 0.0 | $31k | 129.00 | 238.26 | |
| Tesla Motors (TSLA) | 0.0 | $30k | 95.00 | 317.66 | |
| Ishares Tr core intl aggr (IAGG) | 0.0 | $28k | 553.00 | 51.09 | |
| Baxter International (BAX) | 0.0 | $27k | 900.00 | 30.28 | |
| Wec Energy Group (WEC) | 0.0 | $26k | 245.00 | 104.20 | |
| Dominion Resources (D) | 0.0 | $25k | 445.00 | 56.52 | |
| AllianceBernstein Holding (AB) | 0.0 | $25k | 600.00 | 40.83 | |
| Jazz Pharmaceuticals (JAZZ) | 0.0 | $24k | 225.00 | 106.12 | |
| Ge Healthcare Technologies I (GEHC) | 0.0 | $24k | 318.00 | 74.07 | |
| Paycom Software (PAYC) | 0.0 | $23k | 100.00 | 231.40 | |
| FirstEnergy (FE) | 0.0 | $22k | 552.00 | 40.26 | |
| Carrier Global Corporation (CARR) | 0.0 | $22k | 300.00 | 73.19 | |
| Synchrony Financial (SYF) | 0.0 | $21k | 320.00 | 66.74 | |
| Vanguard Total Bond Market ETF (BND) | 0.0 | $21k | 288.00 | 73.63 | |
| CVS Caremark Corporation (CVS) | 0.0 | $21k | 302.00 | 68.98 | |
| Micron Technology (MU) | 0.0 | $21k | 168.00 | 123.25 | |
| First Tr Exchng Traded Fd Vi (DSEP) | 0.0 | $20k | 482.00 | 42.40 | |
| Diageo (DEO) | 0.0 | $20k | 200.00 | 100.84 | |
| Cognizant Technology Solutions (CTSH) | 0.0 | $20k | 256.00 | 78.03 | |
| WisdomTree Emerging Markets Eq (DEM) | 0.0 | $20k | 430.00 | 45.29 | |
| Broadcom (AVGO) | 0.0 | $19k | 70.00 | 275.66 | |
| Etfs Physical Platinum (PPLT) | 0.0 | $18k | 150.00 | 122.87 | |
| Total (TTE) | 0.0 | $18k | 300.00 | 61.39 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $18k | 600.00 | 30.68 | |
| Southern Company (SO) | 0.0 | $18k | 200.00 | 91.83 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.0 | $18k | 199.00 | 89.39 | |
| Public Storage (PSA) | 0.0 | $18k | 60.00 | 293.42 | |
| Vaneck Vectors Pharmaceutical etf (PPH) | 0.0 | $18k | 200.00 | 87.96 | |
| Tapestry (TPR) | 0.0 | $18k | 200.00 | 87.81 | |
| Artisan Partners (APAM) | 0.0 | $18k | 395.00 | 44.33 | |
| Rbc Cad (RY) | 0.0 | $18k | 133.00 | 131.55 | |
| Nuveen Nasdaq 100 Dynamic Over (QQQX) | 0.0 | $17k | 658.00 | 26.47 | |
| Vodafone Group New Adr F (VOD) | 0.0 | $17k | 1.6k | 10.66 | |
| AstraZeneca (AZN) | 0.0 | $17k | 240.00 | 69.88 | |
| Garmin (GRMN) | 0.0 | $17k | 80.00 | 208.72 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.0 | $16k | 150.00 | 104.48 | |
| Kraft Heinz (KHC) | 0.0 | $16k | 600.00 | 25.82 | |
| Citigroup (C) | 0.0 | $16k | 182.00 | 85.12 | |
| Warner Bros. Discovery (WBD) | 0.0 | $15k | 1.3k | 11.46 | |
| iShares S&P MidCap 400 Growth (IJK) | 0.0 | $15k | 163.00 | 90.98 | |
| BHP Billiton (BHP) | 0.0 | $14k | 300.00 | 48.09 | |
| Fortis (FTS) | 0.0 | $14k | 300.00 | 47.73 | |
| Prudential Financial (PRU) | 0.0 | $14k | 132.00 | 107.44 | |
| Vanguard Scottsdale Fds cmn (VTWV) | 0.0 | $14k | 99.00 | 139.09 | |
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $13k | 937.00 | 13.87 | |
| Nuveen Equity Premium Income Fund (BXMX) | 0.0 | $13k | 930.00 | 13.88 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.0 | $13k | 154.00 | 83.48 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $13k | 305.00 | 42.01 | |
| Hartford Financial Services (HIG) | 0.0 | $13k | 100.00 | 126.87 | |
| iShares S&P MidCap 400 Value Index (IJJ) | 0.0 | $13k | 102.00 | 123.58 | |
| FedEx Corporation (FDX) | 0.0 | $13k | 55.00 | 227.31 | |
| Leidos Holdings (LDOS) | 0.0 | $12k | 78.00 | 157.76 | |
| Yum China Holdings (YUMC) | 0.0 | $12k | 267.00 | 44.71 | |
| Principal Financial (PFG) | 0.0 | $12k | 150.00 | 79.43 | |
| Analog Devices (ADI) | 0.0 | $12k | 50.00 | 238.02 | |
| American International (AIG) | 0.0 | $12k | 138.00 | 85.59 | |
| V.F. Corporation (VFC) | 0.0 | $11k | 938.00 | 11.75 | |
| CSX Corporation (CSX) | 0.0 | $9.8k | 300.00 | 32.63 | |
| Prologis (PLD) | 0.0 | $9.7k | 92.00 | 105.12 | |
| Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.0 | $9.7k | 625.00 | 15.47 | |
| SYSCO Corporation (SYY) | 0.0 | $9.5k | 125.00 | 75.74 | |
| Kontoor Brands (KTB) | 0.0 | $8.7k | 132.00 | 65.97 | |
| Interpublic Group of Companies (IPG) | 0.0 | $8.4k | 342.00 | 24.48 | |
| Netflix (NFLX) | 0.0 | $8.0k | 6.00 | 1339.17 | |
| Solventum Corp (SOLV) | 0.0 | $7.6k | 100.00 | 75.84 | |
| Leggett & Platt (LEG) | 0.0 | $7.6k | 848.00 | 8.92 | |
| LKQ Corporation (LKQ) | 0.0 | $7.4k | 200.00 | 37.01 | |
| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $7.3k | 615.00 | 11.93 | |
| Eaton Vance Enhanced Equity Incm. Fd. II (EOS) | 0.0 | $7.2k | 299.00 | 24.21 | |
| Omni (OMC) | 0.0 | $7.2k | 100.00 | 71.94 | |
| One Gas (OGS) | 0.0 | $7.2k | 100.00 | 71.86 | |
| White Mountains Insurance Gp (WTM) | 0.0 | $7.2k | 4.00 | 1795.75 | |
| John Hancock Preferred Income Fund III (HPS) | 0.0 | $7.1k | 500.00 | 14.26 | |
| Koninklijke Philips Electronics NV (PHG) | 0.0 | $7.0k | 290.00 | 23.98 | |
| Ingredion Incorporated (INGR) | 0.0 | $6.8k | 50.00 | 135.62 | |
| Ambarella (AMBA) | 0.0 | $6.6k | 100.00 | 66.07 | |
| HSBC Holdings (HSBC) | 0.0 | $6.1k | 100.00 | 60.79 | |
| Chemours (CC) | 0.0 | $6.0k | 522.00 | 11.45 | |
| Applied Materials (AMAT) | 0.0 | $5.3k | 29.00 | 183.07 | |
| Anthem (ELV) | 0.0 | $4.7k | 12.00 | 389.00 | |
| Cambria Etf Tr shshld yield etf (SYLD) | 0.0 | $4.6k | 70.00 | 65.03 | |
| Walgreen Boots Alliance | 0.0 | $4.2k | 370.00 | 11.48 | |
| Nuveen Mun High Income Opp F (NMZ) | 0.0 | $4.2k | 403.00 | 10.37 | |
| FMC Corporation (FMC) | 0.0 | $4.2k | 100.00 | 41.75 | |
| Landmark Ban (LARK) | 0.0 | $4.0k | 151.00 | 26.44 | |
| First Trust/Four Corners SFRI Fund II (FCT) | 0.0 | $3.2k | 312.00 | 10.16 | |
| Constellation Brands (STZ) | 0.0 | $2.8k | 17.00 | 162.71 | |
| Newell Rubbermaid (NWL) | 0.0 | $2.5k | 465.00 | 5.40 | |
| Harley-Davidson (HOG) | 0.0 | $2.4k | 100.00 | 23.60 | |
| Nutrien (NTR) | 0.0 | $2.3k | 40.00 | 58.25 | |
| BLACKROCK INTL GRWTH & INC T COM Bene Inter (BGY) | 0.0 | $2.2k | 386.00 | 5.79 | |
| Hess (HES) | 0.0 | $2.2k | 16.00 | 138.56 | |
| Knife River Corp (KNF) | 0.0 | $2.0k | 25.00 | 81.64 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $1.7k | 33.00 | 52.79 | |
| Kyndryl Holdings Ord Wi (KD) | 0.0 | $1.7k | 40.00 | 41.95 | |
| MDU Resources (MDU) | 0.0 | $1.7k | 100.00 | 16.67 | |
| Everus Constr Group (ECG) | 0.0 | $1.6k | 25.00 | 63.52 | |
| Lumen Technologies (LUMN) | 0.0 | $1.4k | 330.00 | 4.38 | |
| Wk Kellogg | 0.0 | $399.000000 | 25.00 | 15.96 |