The Analysis of Indiana Trust & Investment Management Co's Holdings
Currently, Indiana Trust & Investment Management Co holds 460 types of securities in its portfolio with a total value $328.7M. In the most recent quarter, they have increased their positions in ORCL (+3.0K shares, valued at $839.2K), GOOGL (+2.4K shares, valued at $578.6K), AAPL (+1.9K shares, valued at $490.4K); decreased their positions in NVDA (-3.0K shares, valued at $562.2K), SPY (-640 shares, valued at $426.4K), TSLA (-910 shares, valued at $404.7K); initiated new positions in CRCL (+1.3K shares, valued at $171.0K), GABC (+1.7K shares, valued at $67.9K), MUB (+522 shares, valued at $55.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA Nvidia Corp Com185.7K shares-1.60%2025-09-302025-10-17
SPY SPDR S&P 500 Index42.1K shares-1.50%2025-09-302025-10-17 AAPL Apple Computer Inc Com60.6K shares3.28%2025-09-302025-10-17 GOOGL Alphabet Inc Cap Stock Cl A (Google)52.4K shares4.75%2025-09-302025-10-17 AMZN Amazon.Com Inc Com45.3K shares2.53%2025-09-302025-10-17 JPM JPMorgan Chase & Co Com30.9K shares0.77%2025-09-302025-10-17 IWB iShares Russell 1000 Index25.6K shares0.00%2025-09-302025-10-17 LLY Lilly Eli & CO Com12.1K shares-1.23%2025-09-302025-10-17 ORCL Oracle Corp Com31.5K shares10.45%2025-09-302025-10-17 IWF iShares Russell 1000 Growth Index17.6K shares-0.38%2025-09-302025-10-17 META Meta Platforms Inc (formerly Facebook Inc)9.9K shares1.86%2025-09-302025-10-17 COST Costco Whsl Corp New Com7.5K shares-1.12%2025-09-302025-10-17 MSFT Microsoft Corp Com10.8K shares4.06%2025-09-302025-10-17 VTI Vanguard Total Stock Market ETF13.5K shares-4.46%2025-09-302025-10-17 TJX TJ Maxx Co Inc Com28.2K shares1.73%2025-09-302025-10-17 CAT Caterpillar Inc Com8.4K shares11.72%2025-09-302025-10-17 BALL Ball Corp Com76.3K shares0.00%2025-09-302025-10-17 LOW Lowes Companies Inc Com11.6K shares1.40%2025-09-302025-10-17 FI Fiserv Inc Com21.4K shares-5.46%2025-09-302025-10-17 WMT Wal Mart Stores Inc Com24.5K shares4.28%2025-09-302025-10-17 ABBV AbbVie Inc10.9K shares-5.37%2025-09-302025-10-17 IWR iShares Russell Midcap Index25.4K shares0.00%2025-09-302025-10-17 JNJ Johnson & Johnson Com12.9K shares0.00%2025-09-302025-10-17 V Visa Inc Class A Shares7.0K shares-0.28%2025-09-302025-10-17 IVV iShares Core S&P 500 Index ETF3.5K shares0.00%2025-09-302025-10-17 BLK Blackrock Inc Com1.9K shares0.79%2025-09-302025-10-17 VGT Vanguard Info Tech ETF2.9K shares0.00%2025-09-302025-10-17 IWM iShares Russell 2000 Index Fd8.9K shares-0.11%2025-09-302025-10-17 SRCE 1st Source Corp Com34.2K shares-6.35%2025-09-302025-10-17 IWC iShares Tr Russell Microcap Index13.8K shares0.00%2025-09-302025-10-17 VOO Vanguard S&P 500 ETF3.3K shares-0.33%2025-09-302025-10-17 ETN Eaton Corp PLC5.2K shares14.80%2025-09-302025-10-17 NAD Nuveen Quality Muni Income Fund164.3K shares-3.52%2025-09-302025-10-17 QQQ Invesco QQQ Trust3.2K shares1.67%2025-09-302025-10-17 PG Procter & Gamble Co Com11.8K shares1.68%2025-09-302025-10-17 VGM Invesco Muni Invmt. Grade Trust173.1K shares0.00%2025-09-302025-10-17 IWD iShares Russell 1000 Value Index8.6K shares0.00%2025-09-302025-10-17 EFA iShares MSCI EAFE Index Fund17.9K shares-1.64%2025-09-302025-10-17 AFB AllianceBernstein Ntl. Muni Inc.152.3K shares0.00%2025-09-302025-10-17 GOOG Alphabet Inc Cap Stock Cl C (Google)6.7K shares0.00%2025-09-302025-10-17 BRK.B Berkshire Hathaway Inc Cl B3.2K shares0.63%2025-09-302025-10-17 ONB Old National Bancorp Com72.3K shares0.00%2025-09-302025-10-17 SYK Stryker Corp4.0K shares0.62%2025-09-302025-10-17 NEA Nuveen AMT-Free Municipal Income Fund129.0K shares-7.19%2025-09-302025-10-17 XOM Exxon Mobil Corp Com12.8K shares-5.58%2025-09-302025-10-17 EIM Eaton Vance Municipal Bond Fund144.6K shares-1.39%2025-09-302025-10-17 MA Mastercard2.4K shares3.64%2025-09-302025-10-17 VONE Vanguard Russell 1000 Index ETF4.5K shares-2.52%2025-09-302025-10-17 IWV iShares Trust Russell 3000 ETF3.5K shares0.00%2025-09-302025-10-17 AFL Aflac Inc Com11.6K shares-0.39%2025-09-302025-10-17 GD General Dynamics Corp Com3.8K shares-2.21%2025-09-302025-10-17 AVGO Broadcom Inc Com3.9K shares43.33%2025-09-302025-10-17 VUG Vanguard Growth ETF2.6K shares0.00%2025-09-302025-10-17 HON Honeywell Intl Inc Com5.8K shares1.57%2025-09-302025-10-17 TSLA Tesla Inc2.6K shares-25.72%2025-09-302025-10-17 MQY Blackrock Muni Yield Quality Fund98.5K shares0.00%2025-09-302025-10-17 EMXC iShares Emerging Markets ex-China ETF16.8K shares0.00%2025-09-302025-10-17 NEE NextEra Energy, Inc.14.6K shares-1.68%2025-09-302025-10-17 VIG Vanguard Dividend Appreciation ETF5.0K shares0.00%2025-09-302025-10-17 MCD McDonalds Corp Com3.5K shares-5.97%2025-09-302025-10-17 BYM BlackRock Municipal Income Quality Trust97.7K shares0.00%2025-09-302025-10-17 VKI Invesco Van Kampen Advantage Muni Inc Tr II120.4K shares-4.75%2025-09-302025-10-17 MVF BlackRock MuniVest Fund Inc150.7K shares-1.20%2025-09-302025-10-17 CVX Chevron Corporation6.6K shares-4.35%2025-09-302025-10-17 STRV Strive 500 ETF23.0K shares0.00%2025-09-302025-10-17 PEP Pepsico Inc Com6.9K shares-3.64%2025-09-302025-10-17 VONV Vanguard Russell 1000 Value Index ETF10.6K shares0.00%2025-09-302025-10-17 QCOM Qualcomm Inc Com5.6K shares0.00%2025-09-302025-10-17 IBM Intl Business Machines Corp Com3.3K shares-0.09%2025-09-302025-10-17 ABT Abbott Laboratories Com6.9K shares0.00%2025-09-302025-10-17 ILF iShares TR S&P Latin Amer 40 Index ETF31.8K shares0.00%2025-09-302025-10-17 DVY iShares DJ Select Dividend Index Fd6.4K shares0.00%2025-09-302025-10-17 AXP American Express Co Com2.7K shares0.00%2025-09-302025-10-17 IJR iShares Core S&P Small-Cap ETF7.5K shares-0.62%2025-09-302025-10-17 EWZS iShares MSCI Brazil Small-Cap ETF62.5K shares0.00%2025-09-302025-10-17 OEF iShares S&P 100 ETF2.6K shares0.00%2025-09-302025-10-17 EWZ iShares MSCI Brazil ETF26.5K shares0.00%2025-09-302025-10-17 BRK.A Berkshire Hathaway Inc Del Cl A1 shares0.00%2025-09-302025-10-17 GLDM SPDR Gold MiniShares Trust ETF9.5K shares0.00%2025-09-302025-10-17 PANW Palo Alto Networks Inc Com3.5K shares-11.90%2025-09-302025-10-17 MMU Western Asset Managed Municipal67.9K shares0.00%2025-09-302025-10-17 LQD iShares IBoxx Invest Grade Corp Bond6.2K shares-18.67%2025-09-302025-10-17 VTV Vanguard Value ETF3.6K shares0.00%2025-09-302025-10-17 IJH iShares S&P Mid-Cap ETF10.0K shares0.00%2025-09-302025-10-17 VT Vanguard Total World Stock Index ETF4.7K shares0.00%2025-09-302025-10-17 AEP American Electric Power Co Inc Com5.8K shares14.47%2025-09-302025-10-17 PLTR Palantir Technologies Inc Cl A3.5K shares21.97%2025-09-302025-10-17 CSX CSX Corp Com17.8K shares9.23%2025-09-302025-10-17 HBNC Horizon Bancorp Inc38.7K shares0.00%2025-09-302025-10-17 NKE Nike Inc Class B Com8.9K shares1.08%2025-09-302025-10-17 SYY Sysco Corp Com7.5K shares0.00%2025-09-302025-10-17 ICE Intercontinental Exchange Inc3.6K shares0.00%2025-09-302025-10-17 HD Home Depot Inc Com1.5K shares15.71%2025-09-302025-10-17 AMGN Amgen Inc Com2.1K shares0.00%2025-09-302025-10-17 SLV iShares Silver Trust13.7K shares0.00%2025-09-302025-10-17 GWW Grainger W W Inc Com585 shares4.46%2025-09-302025-10-17 VWO Vanguard FTSE Emerging Markets ETF10.2K shares0.00%2025-09-302025-10-17 BAC Bank of America Corp Com10.7K shares36.36%2025-09-302025-10-17 BMY Bristol Myers Squibb CO Com12.1K shares0.00%2025-09-302025-10-17 COP ConocoPhillips Inc Com5.6K shares0.00%2025-09-302025-10-17 DE Deere & CO1.1K shares0.00%2025-09-302025-10-17 SDY SPDR S&P Dividend ETF3.6K shares0.00%2025-09-302025-10-17 DIS Disney CO Com4.4K shares-2.21%2025-09-302025-10-17 VO Vanguard Mid Cap ETF1.7K shares-1.20%2025-09-302025-10-17 IAU iShares Gold Trust6.9K shares0.00%2025-09-302025-10-17 GVI iShares Intermediate Gov/Cr ETF4.7K shares0.00%2025-09-302025-10-17 WFC Wells Fargo & Co New Com5.8K shares0.00%2025-09-302025-10-17 GLD MFC SPDR Gold Trust1.3K shares-3.19%2025-09-302025-10-17 VNQ Vanguard REIT Index ETF5.0K shares0.00%2025-09-302025-10-17 MRK Merck & Co Inc5.4K shares2.32%2025-09-302025-10-17 PRU Prudential Financial Com4.3K shares0.00%2025-09-302025-10-17 RSP Invesco S&P 500 Eql Wgt ETF2.3K shares-2.29%2025-09-302025-10-17 ITW Illinois Tool Works Inc Com1.7K shares0.00%2025-09-302025-10-17 MET MetLife Inc Com5.3K shares0.00%2025-09-302025-10-17 EEM iShares MSCI Emerging Markets Index8.1K shares0.00%2025-09-302025-10-17 CSCO Cisco Systems Com6.3K shares0.00%2025-09-302025-10-17 NSC Norfolk Southern Corp Com1.4K shares0.00%2025-09-302025-10-17 MDT Medtronic PLC4.4K shares0.00%2025-09-302025-10-17 PFE Pfizer Inc Com16.3K shares-2.06%2025-09-302025-10-17 BIV Vanguard Intmd Term Bond ETF5.3K shares0.00%2025-09-302025-10-17 VDE Vanguard Energy ETF3.2K shares0.00%2025-09-302025-10-17 UNP Union Pacific Corp1.7K shares0.00%2025-09-302025-10-17 ITOT iShares Core S&P Total U S Stock Mkt ETF2.8K shares0.00%2025-09-302025-10-17 JCI Johnson Controls Inc.3.6K shares29.89%2025-09-302025-10-17 MSTB LHA Market State Tactical Beta ETF10.0K shares0.00%2025-09-302025-10-17 EQR Equity Residential Pptys Tr Com6.1K shares0.00%2025-09-302025-10-17 VV Vanguard Index Funds Large Cap ETF1.3K shares0.00%2025-09-302025-10-17 WSM Williams-Sonoma Inc.2.0K shares0.00%2025-09-302025-10-17 IJK iShares S&P MidCap 400 Growth Index4.1K shares0.00%2025-09-302025-10-17 ADI Analog Devices Inc Com1.6K shares0.00%2025-09-302025-10-17 GE GE Aerospace Com1.3K shares5.13%2025-09-302025-10-17 APD Air Products & Chemicals Inc Com1.4K shares-13.87%2025-09-302025-10-17 UNH Unitedhealth Group Inc Com1.1K shares37.26%2025-09-302025-10-17 RTX RTX Corporation2.2K shares0.00%2025-09-302025-10-17 PRF Invesco RAFI US 1000 ETF8.0K shares0.00%2025-09-302025-10-17 BNDX Vanguard Total International Bond ETF7.0K shares0.00%2025-09-302025-10-17 MCHP Microchip Technology Inc5.3K shares-46.54%2025-09-302025-10-17 EMR Emerson Elec CO Com2.6K shares0.00%2025-09-302025-10-17 DUK Duke Energy Corp New Com2.7K shares-4.91%2025-09-302025-10-17 IUSG iShares Core S&P US Growth ETF2.0K shares0.00%2025-09-302025-10-17 XLK Technology Select Sector SPDR1.1K shares10.16%2025-09-302025-10-17 VB Vanguard Small Cap ETF1.2K shares0.00%2025-09-302025-10-17 SBUX Starbucks Corp Com3.5K shares0.00%2025-09-302025-10-17 GS Goldman Sachs Group Com370 shares0.00%2025-09-302025-10-17 LIN Linde Plc615 shares0.00%2025-09-302025-10-17 LMT Lockheed Martin Corp Com582 shares0.00%2025-09-302025-10-17 BX Blackstone Inc1.7K shares0.00%2025-09-302025-10-17 VTWG Vanguard Russell 2000 Growth Index ETF1.2K shares0.00%2025-09-302025-10-17 ISRG Intuitive Surgical Inc New625 shares0.00%2025-09-302025-10-17 KO Coca Cola Corp Com4.1K shares-2.40%2025-09-302025-10-17 T AT&T Inc Com9.5K shares1.41%2025-09-302025-10-17 PSX Phillips 661.9K shares0.00%2025-09-302025-10-17 JSTC Adasina Social Justice All Cap Global ETF13.0K shares0.00%2025-09-302025-10-17 VTWV Vanguard Russell 2000 Value Index ETF1.7K shares0.00%2025-09-302025-10-17 BA Boeing Co Com1.2K shares0.00%2025-09-302025-10-17 XLE Energy Select Sector SPDR2.8K shares-0.98%2025-09-302025-10-17 VYM Vanguard High Dividend Yield ETF1.8K shares0.00%2025-09-302025-10-17 EPD Enterprise Products Partners LP7.7K shares0.00%2025-09-302025-10-17 SPHQ Invesco S&P 500 Quality ETF3.2K shares0.00%2025-09-302025-10-17 SO Southern CO Com2.5K shares-1.98%2025-09-302025-10-17 MO Altria Group Inc Com3.5K shares13.11%2025-09-302025-10-17 NI Nisource Inc Com5.2K shares0.00%2025-09-302025-10-17 HDV IShares Core High Dividend ETF1.8K shares0.00%2025-09-302025-10-17 BND Vanguard Total Bond Market ETF3.0K shares0.00%2025-09-302025-10-17 MS Morgan Stanley Com1.4K shares0.00%2025-09-302025-10-17 LHX L3Harris Technologies Inc715 shares0.00%2025-09-302025-10-17 NUE Nucor Corp Com1.6K shares0.00%2025-09-302025-10-17 TIP iShares Tr US Treas Inflation Protected2.0K shares0.00%2025-09-302025-10-17 CRM Salesforce Inc858 shares0.00%2025-09-302025-10-17 ET Energy Transfer LP11.8K shares0.00%2025-09-302025-10-17 ELV Elevance Health Inc619 shares0.00%2025-09-302025-10-17 COIN Coinbase Global Inc Cl A590 shares26.88%2025-09-302025-10-17 ZBH Zimmer Biomet Hldgs Inc Com2.0K shares0.00%2025-09-302025-10-17 DIA SPDR Dow Jones Industrial Average421 shares0.00%2025-09-302025-10-17 USB US Bancorp Com4.0K shares0.00%2025-09-302025-10-17 TSM Taiwan Semiconductor Mfg Co ADR688 shares0.00%2025-09-302025-10-17 BEN Franklin Res Inc Com8.1K shares0.00%2025-09-302025-10-17 FDX Fedex Corp Com796 shares0.00%2025-09-302025-10-17 WTTR Select Water Solutions Inc Cl A17.3K shares0.00%2025-09-302025-10-17 F Ford Mtr Co Com15.4K shares1.31%2025-09-302025-10-17 VZ Verizon Communications Com4.2K shares-25.49%2025-09-302025-10-17 YUM Yum! Brands Inc1.2K shares0.00%2025-09-302025-10-17 IGIB iShares Intermediate-Term Corp Bond ETF3.3K shares0.00%2025-09-302025-10-17 IVW iShares S&P 500 Growth Index Fund1.5K shares0.00%2025-09-302025-10-17 LH Labcorp Holdings Inc609 shares0.00%2025-09-302025-10-17 VEA Vanguard FTSE Developed Markets ETF2.9K shares0.00%2025-09-302025-10-17 PAYX Paychex Inc Com1.4K shares0.00%2025-09-302025-10-17 CRCL Circle Internet Group Inc. Class A1.3K sharesnew addition2025-09-302025-10-17 OKE ONEOK, Inc.2.3K shares0.00%2025-09-302025-10-17 THO Thor Industries Inc1.6K shares0.00%2025-09-302025-10-17 KMB Kimberly Clark Corp Com1.3K shares0.00%2025-09-302025-10-17 INTC Intel Corp Com5.0K shares73.50%2025-09-302025-10-17 BEP MLP Brookfield Renewable Energy Partner6.4K shares0.00%2025-09-302025-10-17 ADP Automatic Data Processing Inc Com554 shares0.00%2025-09-302025-10-17 TGT Target Corp Com1.8K shares-4.41%2025-09-302025-10-17 SPYM SPDR Portfolio S&P 500 ETF2.0K shares0.00%2025-09-302025-10-17 SPYV SPDR Portfolio S&P 500 Value ETF2.8K shares0.00%2025-09-302025-10-17 DHR Danaher Corp Com762 shares-16.45%2025-09-302025-10-17 MMM 3M Corp Com940 shares0.00%2025-09-302025-10-17 UPS United Parcel Svc Inc Cl B Com1.7K shares0.00%2025-09-302025-10-17 IUSB iShares Core Total USD Bond Market ETF3.1K shares0.00%2025-09-302025-10-17 TRV Travelers Cos Inc Com St507 shares0.00%2025-09-302025-10-17 HPQ HP Inc Com.5.1K shares0.00%2025-09-302025-10-17 AGG iShares Barclays Aggregate Bond1.4K shares-24.70%2025-09-302025-10-17 PM Philip Morris International827 shares0.00%2025-09-302025-10-17 SCHH Schwab US REIT ETF6.2K shares0.00%2025-09-302025-10-17 GEV GE Vernova LLC Com215 shares7.50%2025-09-302025-10-17 AMAT Applied Materials Inc Com634 shares-29.08%2025-09-302025-10-17 IBIT iShares Bitcoin Trust ETF2.0K shares23.73%2025-09-302025-10-17 SCHF Schwab International Equity ETF5.4K shares22.52%2025-09-302025-10-17 MCHI iShares MSCI China ETF1.9K shares0.00%2025-09-302025-10-17 VEU Vanguard FTSE All-World Ex1.7K shares0.00%2025-09-302025-10-17 PWR Quanta Services Inc Com300 shares0.00%2025-09-302025-10-17 INTU Intuit Corp180 shares0.00%2025-09-302025-10-17 HPE Hewlett Packard Enterprise Co.5.0K shares0.00%2025-09-302025-10-17 SCHW Schwab Charles Corp Com1.3K shares0.00%2025-09-302025-10-17 AMD Advanced Micro Devices Inc743 shares0.00%2025-09-302025-10-17 EES WisdomTree US SmallCap Earnings ETF2.1K shares0.00%2025-09-302025-10-17 O Realty Income Corporation Com1.9K shares0.00%2025-09-302025-10-17 RMD Resmed Inc400 shares0.00%2025-09-302025-10-17 PYPL PayPal Holdings Inc Com1.6K shares0.00%2025-09-302025-10-17 SHEL Shell PLC ADR1.5K shares0.00%2025-09-302025-10-17 CTSH Cognizant Technology Solutions Corp1.6K shares0.00%2025-09-302025-10-17 PRFZ Invesco RAFI US 1500 Small-Mid ETF2.4K shares0.00%2025-09-302025-10-17 ENB Enbridge Inc Com2.1K shares0.00%2025-09-302025-10-17 ADM Archer Daniels Midland Co Com1.8K shares0.00%2025-09-302025-10-17 MDLZ Mondelez International Inc1.7K shares0.00%2025-09-302025-10-17 NFLX Netflix Inc87 shares6.10%2025-09-302025-10-17 CME CME Group, Inc.386 shares-4.93%2025-09-302025-10-17 SCHD Schwab US Dividend Equity ETF3.8K shares118.43%2025-09-302025-10-17 IEFA iShares Core MSCI EAFE ETF1.2K shares-21.77%2025-09-302025-10-17 CI Cigna Corp New357 shares-17.93%2025-09-302025-10-17 FITB Fifth Third Bancorp Com2.3K shares0.00%2025-09-302025-10-17 ARKB Ark 21Shares Bitcoin ETF2.6K shares0.00%2025-09-302025-10-17 ADBE Adobe Systems Inc Com279 shares-3.79%2025-09-302025-10-17 MDY SPDR S&P MidCap 400 ETF164 shares0.00%2025-09-302025-10-17 CHD Church & Dwight Inc1.1K shares0.00%2025-09-302025-10-17 CL Colgate Palmolive Co Com1.2K shares0.00%2025-09-302025-10-17 TXN Texas Instruments Inc Com497 shares0.00%2025-09-302025-10-17 KMI Kinder Morgan Inc Del Com3.2K shares0.00%2025-09-302025-10-17 XLF Financial Select Sector SPDR1.6K shares0.00%2025-09-302025-10-17 CMCSA Comcast Corp New Cl A Com2.8K shares0.00%2025-09-302025-10-17 XLI Industrial Select Sector SPDR575 shares0.00%2025-09-302025-10-17 CB Chubb Limited313 shares0.00%2025-09-302025-10-17 SNY SANOFI Sponsored ADR1.8K shares0.00%2025-09-302025-10-17 VOT Vanguard Mid-Cap Growth Index ETF293 shares0.00%2025-09-302025-10-17 AHR American Healthcare Reit Inc common stock2.0K shares0.00%2025-09-302025-10-17 MAS Masco Corp Com1.2K shares0.00%2025-09-302025-10-17 WMB Williams Company Inc1.3K shares0.00%2025-09-302025-10-17 SCZ iShares Tr MSCI EAFE Small Cap1.1K shares0.00%2025-09-302025-10-17 EFG iShares MSCI EAFE Growth ETF711 shares0.00%2025-09-302025-10-17 GIS General Mills Inc Com1.6K shares-31.77%2025-09-302025-10-17 IJJ iShares S&P Midcap 400/Value Fund600 shares0.00%2025-09-302025-10-17 XLV Health Care Select Sector SPDR558 shares0.00%2025-09-302025-10-17 CLH Clean Harbors Inc330 shares0.00%2025-09-302025-10-17 TT Trane Technologies PLC Class A179 shares0.00%2025-09-302025-10-17 GEL Genesis Energy LP4.5K shares0.00%2025-09-302025-10-17 IEMG iShares Core MSCI Emerging Mkts ETF1.1K shares0.00%2025-09-302025-10-17 SPG Simon Property Group Inc Com390 shares0.00%2025-09-302025-10-17 EXC Exelon Corp Com1.6K shares0.00%2025-09-302025-10-17 VIOG Vanguard S&P Small Cap 600 Growth ETF586 shares0.00%2025-09-302025-10-17 SPGI S&P Global Inc145 shares0.00%2025-09-302025-10-17 VTWO Vanguard Russell 2000 Index ETF720 shares0.00%2025-09-302025-10-17 BP BP PLC Sponsored ADR2.0K shares0.00%2025-09-302025-10-17 GABC German Amern Bancorp Inc1.7K sharesnew addition2025-09-302025-10-17 GILD Gilead Sciences Inc610 shares0.00%2025-09-302025-10-17 VLO Valero Energy Com392 shares0.00%2025-09-302025-10-17 EFV iShares MSCI EAFE Value ETF982 shares0.00%2025-09-302025-10-17 ECL Ecolab Inc Com239 shares0.00%2025-09-302025-10-17 MFC Manulife Financial Corp Com2.1K shares0.00%2025-09-302025-10-17 EWJ iShares MSCI Japan ETF800 shares0.00%2025-09-302025-10-17 STM STMicroelectronics NV ADR2.3K shares-1.62%2025-09-302025-10-17 EW Edwards Lifesciences Corp Com815 shares0.00%2025-09-302025-10-17 OTIS Otis Worldwide Corp676 shares0.00%2025-09-302025-10-17 VONG Vanguard Russell 1000 Growth Index Fd500 shares0.00%2025-09-302025-10-17 XLY Consumer Discretionary SPDR250 shares0.00%2025-09-302025-10-17 BEPC Brookfield Renewable Corp Cl A Ex Sub Vtg1.7K shares0.00%2025-09-302025-10-17 FEX First Trust Large Cap Core AlphaDEX ETF490 shares0.00%2025-09-302025-10-17 DRI Darden Restaurants Inc300 shares0.00%2025-09-302025-10-17 MUB iShares National Muni Bond ETF522 sharesnew addition2025-09-302025-10-17 IWP iShares Russell Mid-Cap Growth Index383 shares0.00%2025-09-302025-10-17 PCAR Paccar Inc Com554 shares0.00%2025-09-302025-10-17 GSLC Goldman Sachs ActiveBeta US LgCp Eq ETF417 shares0.00%2025-09-302025-10-17 RELX Relx PLC ADR1.1K shares0.00%2025-09-302025-10-17 CVS CVS Health Corp Com706 shares0.00%2025-09-302025-10-17 LII Lennox Intl Inc100 shares0.00%2025-09-302025-10-17 RSG Republic Svcs Inc230 shares0.00%2025-09-302025-10-17 GOVT iShares US Treasury Bond ETF2.3K shares0.00%2025-09-302025-10-17 AZN Astrazeneca PLC ADR681 shares0.00%2025-09-302025-10-17 VBR Vanguard Small Cap Value ETF245 shares0.00%2025-09-302025-10-17 CARR Carrier Global Corporation847 shares0.00%2025-09-302025-10-17 OXY Occidental Petroleum1.1K shares0.00%2025-09-302025-10-17 IWS iShares Russell Mid-Cap Value Index350 shares0.00%2025-09-302025-10-17 MSTR Strategy Inc Class A150 shares0.00%2025-09-302025-10-17 NEAR iShares Short Maturity Bond ETF934 shares0.00%2025-09-302025-10-17 FCX Freeport-McMoran Inc1.2K shares-42.96%2025-09-302025-10-17 FELE Franklin Electric Co Inc500 shares0.00%2025-09-302025-10-17 NOW ServiceNow, Inc.51 shares0.00%2025-09-302025-10-17 EOG EOG Resources Inc Com417 shares0.00%2025-09-302025-10-17 ACN Accenture PLC Cl A185 shares0.00%2025-09-302025-10-17 APH Amphenol Corp New Cl A350 shares0.00%2025-09-302025-10-17 DD Dupont De Nemours Inc550 shares0.00%2025-09-302025-10-17 CCJ Cameco Corporation500 shares0.00%2025-09-302025-10-17 ERTH Invesco Cleantech ETF870 shares0.00%2025-09-302025-10-17 EWC iShares Inc MSCI CDA Index Fd800 shares0.00%2025-09-302025-10-17 IXUS ishares Core MSCI Total Intl Stock ETF475 shares0.00%2025-09-302025-10-17 MTZ MasTec Inc175 shares0.00%2025-09-302025-10-17 SPSB SPDR Portfolio Short Term Corp Bond ETF1.2K shares0.00%2025-09-302025-10-17 COKE Coca Cola Bottling Co300 shares0.00%2025-09-302025-10-17 C Citigroup Inc Com New340 shares0.00%2025-09-302025-10-17 XLP Select Sector SPDR Tr Cnsmr Staples439 shares0.00%2025-09-302025-10-17 SMR NuScale Power Corporation950 sharesnew addition2025-09-302025-10-17 FRME First Merchants Corp Com902 shares0.00%2025-09-302025-10-17 DRLL Strive U S Energy ETF1.1K shares0.00%2025-09-302025-10-17 HAL Halliburton Co Com1.3K shares0.00%2025-09-302025-10-17 PSTG Pure Storage Inc Class A375 shares0.00%2025-09-302025-10-17 HSY Hershey Foods Corp Com165 shares0.00%2025-09-302025-10-17 ALC Alcon Inc414 shares0.00%2025-09-302025-10-17 IEF iShares Barclays 7-10 year Treas Bond Fund318 shares0.00%2025-09-302025-10-17 MMC Marsh & McLennan CO Inc Com151 shares0.00%2025-09-302025-10-17 KIDS OrthoPediatrics Corp.1.6K shares0.00%2025-09-302025-10-17 IGM iShares Expanded Tech Sector ETF237 shares0.00%2025-09-302025-10-17 GSK GSK PLC ADR675 shares-27.03%2025-09-302025-10-17 SLDP Solid Power Inc8.3K shares0.00%2025-09-302025-10-17 EZU iShares MSCI Eurozone ETF458 shares0.00%2025-09-302025-10-17 NVO Novo-Nordisk AS ADR491 shares0.00%2025-09-302025-10-17 MCK McKesson Corp35 shares0.00%2025-09-302025-10-17 VYMI Vanguard Int'l High Div Yield Index ETF317 sharesnew addition2025-09-302025-10-17 IDXX IDEXX Laboratories Inc42 shares-37.31%2025-09-302025-10-17 ALL Allstate Corp124 shares0.00%2025-09-302025-10-17 QS QuantumScape Corp2.1K shares0.00%2025-09-302025-10-17 CGGR Capital Group Growth ETF602 shares0.00%2025-09-302025-10-17 ITA iShares US Aerospace & Defense ETF125 shares0.00%2025-09-302025-10-17 DLR Digital Realty Trust, Inc.150 shares0.00%2025-09-302025-10-17 LKFN Lakeland Finl Corp Common400 shares0.00%2025-09-302025-10-17 MU Micron Technology Inc153 shares-71.51%2025-09-302025-10-17 ETG Eaton Vance Tax-Adv Global Dividend Income1.2K shares0.00%2025-09-302025-10-17 BTCW WisdomTree Bitcoin ETF207 shares0.00%2025-09-302025-10-17 MPC Marathon Petroleum Corp Com130 shares0.00%2025-09-302025-10-17 QQQM Invesco Nasdaq 100 ETF100 shares0.00%2025-09-302025-10-17 IGSB iShares 1-3 Year Credit Bond ETF461 shares0.00%2025-09-302025-10-17 CGDV Capital Group Dividend Value ETF560 shares0.00%2025-09-302025-10-17 WAT Waters Corp Com73 shares0.00%2025-09-302025-10-17 VCIT Vanguard Intermediate-Term Corp. Bond ETF260 shares108.00%2025-09-302025-10-17 CGGO Capital Group Gbl Growth Eqty ETF605 shares0.00%2025-09-302025-10-17 DGRW WisdomTree US Quality Div Growth ETF227 shares-26.77%2025-09-302025-10-17 CMG Chipotle Mexican Grill Inc515 shares-89.92%2025-09-302025-10-17 MRVL Marvell Technology Group Ltd238 shares-21.97%2025-09-302025-10-17 PCRX Pacira Pharmaceuticals Inc760 shares0.00%2025-09-302025-10-17 BDX Becton Dickinson & CO Com104 shares0.00%2025-09-302025-10-17 CEG Constellation Energy Corp58 shares0.00%2025-09-302025-10-17 IVE IShares S&P 500 Value ETF92 shares0.00%2025-09-302025-10-17 KEY Keycorp New Com1.0K shares0.00%2025-09-302025-10-17 KTF DWS Municipal Income Trust2.0K shares0.00%2025-09-302025-10-17 ROK Rockwell Automation Inc53 shares0.00%2025-09-302025-10-17 BIP Brookfield Infrastructure LP562 shares0.00%2025-09-302025-10-17 IYG iShares US Financial Services ETF201 shares0.00%2025-09-302025-10-17 PZZA Papa Johns Intl Inc359 sharesnew addition2025-09-302025-10-17 BABA Alibaba Group Holding Ltd ADR93 shares0.00%2025-09-302025-10-17 FICO Fair Isaac Corp11 shares0.00%2025-09-302025-10-17 FPX First Trust US Equity Opportunities ETF99 shares0.00%2025-09-302025-10-17 AMT American Tower Corporation85 shares0.00%2025-09-302025-10-17 SNA Snap On Tools Corp Com47 shares0.00%2025-09-302025-10-17 SPTS SPDR Portfolio Short Term Treasury ETF550 shares0.00%2025-09-302025-10-17 PHG Koninklijke Phillips Electrs NV ADR588 shares0.00%2025-09-302025-10-17 EXE Chesapeake Energy Corp150 shares0.00%2025-09-302025-10-17 FNF Fidelity National Financial Inc263 shares0.00%2025-09-302025-10-17 GXC SPDR S&P China ETF150 shares0.00%2025-09-302025-10-17 FANG Diamondback Energy Inc110 shares0.00%2025-09-302025-10-17 DAR Darling Ingredients Inc500 shares0.00%2025-09-302025-10-17 FTV Fortive Corp301 shares0.00%2025-09-302025-10-17 CAG Conagra Inc Com800 shares0.00%2025-09-302025-10-17 VBK Vanguard Small-Cap Growth ETF48 shares0.00%2025-09-302025-10-17 IJS iShares S&P Smallcap 600/Value Fund128 shares0.00%2025-09-302025-10-17 SHY iShares Lehman 1-3 Year Treasury Bond170 shares0.00%2025-09-302025-10-17 RCI Rogers Communications Inc Cl B Com400 shares0.00%2025-09-302025-10-17 RFIL RF Industries Ltd1.7K shares0.00%2025-09-302025-10-17 VRTX Vertex Pharmaceuticals Inc35 shares-30.00%2025-09-302025-10-17 STZ Constellation Brands Inc Cl A100 shares0.00%2025-09-302025-10-17 KD Kyndryl Hldgs Inc427 shares0.95%2025-09-302025-10-17 DLTR Dollar Tree Stores Inc Com135 shares0.00%2025-09-302025-10-17 DGRO iShares Core Dividend Growth ETF185 sharesnew addition2025-09-302025-10-17 KEYS Keysight Technologies Inc72 sharesnew addition2025-09-302025-10-17 XLB Materials Select Sector SPDR138 shares0.00%2025-09-302025-10-17 TMO Thermo Fisher Scientific Inc25 shares0.00%2025-09-302025-10-17 WY Weyerhaeuser Corp Com489 shares0.00%2025-09-302025-10-17 BMNR BitMine Immersion Tecnologies Inc230 sharesnew addition2025-09-302025-10-17 TDG TransDigm Group Inc9 shares0.00%2025-09-302025-10-17 PNC PNC Financial Services Group Com58 shares0.00%2025-09-302025-10-17 VSS Vanguard FTSE All World ex-US SmCp ETF81 shares0.00%2025-09-302025-10-17 IJT iShares S&P SmallCap 600 Growth75 shares0.00%2025-09-302025-10-17 DG Dollar General Corp.100 shares0.00%2025-09-302025-10-17 PH Parker Hannifin Corp Com13 shares0.00%2025-09-302025-10-17 AMP Ameriprise Finl Inc Com20 shares0.00%2025-09-302025-10-17 CNI Canadian National Railway Co104 shares0.00%2025-09-302025-10-17 VCSH Vanguard Short-Term Corporate Bond ETF122 shares0.00%2025-09-302025-10-17 NVS Novartis AG Sponsored ADR75 shares0.00%2025-09-302025-10-17 DOW Dow Inc405 shares-57.37%2025-09-302025-10-17 CNC Centene Corp260 shares0.00%2025-09-302025-10-17 DAC Danaos Corporation100 shares0.00%2025-09-302025-10-17 COWZ Pacer US Cash Cows 100 ETF155 shares0.00%2025-09-302025-10-17 TU TELUS Corp560 shares0.00%2025-09-302025-10-17 QSR Restaurant Brands Int'l Inc127 shares0.00%2025-09-302025-10-17 LUV Southwest Airlines CO Com250 shares0.00%2025-09-302025-10-17 VLTO Veralto Corp74 shares0.00%2025-09-302025-10-17 RVNU Xtrackers Muni Infrastructure Rev Bond ETF313 sharesnew addition2025-09-302025-10-17 WM Waste Management Inc33 shares0.00%2025-09-302025-10-17 COR Cencora Inc23 shares0.00%2025-09-302025-10-17 MOAT VanEck Morningstar Wide Moat ETF72 shares0.00%2025-09-302025-10-17 HWM Howmet Aerospace Inc33 shares0.00%2025-09-302025-10-17 MSI Motorola Solutions Inc14 shares0.00%2025-09-302025-10-17 TEAM Atlassian Corp Class A40 shares-38.46%2025-09-302025-10-17 GNK Genco Shipping & Trading Ltd350 shares0.00%2025-09-302025-10-17 NDAQ NASDAQ, Inc.69 shares0.00%2025-09-302025-10-17 SOLV Solventum Corp82 shares-64.66%2025-09-302025-10-17 HUBB Hubbell Inc13 shares0.00%2025-09-302025-10-17 BAX Baxter International234 shares0.00%2025-09-302025-10-17 AIRR First Trust RBA Amer Indst Ren ETF55 shares0.00%2025-09-302025-10-17 WEN Wendys Co541 shares0.00%2025-09-302025-10-17 IP International Paper Co Com100 shares0.00%2025-09-302025-10-17 JBS JBS NV Ordinary Shares - Class A300 sharesnew addition2025-09-302025-10-17 TLH iShares 10-20 Year Treasury Bond ETF41 shares0.00%2025-09-302025-10-17 NGG National Grid PLC ADR58 shares0.00%2025-09-302025-10-17 WLKP Westlake Chemical Partners LP200 shares0.00%2025-09-302025-10-17 SCI Service Corp International Com48 shares0.00%2025-09-302025-10-17 CALF Pacer US Small Cap Cash Cows 100 ETF90 shares0.00%2025-09-302025-10-17 NWL Newell Brands Inc Com750 shares0.00%2025-09-302025-10-17 BSV Vanguard Short-Term Bond ETF48 shares0.00%2025-09-302025-10-17 MNKD Mankind Corp. Com.700 shares0.00%2025-09-302025-10-17 PEG Public Service Enterprise Group Inc.45 shares0.00%2025-09-302025-10-17 CLX Clorox CO Com30 shares0.00%2025-09-302025-10-17 LIT Global X Lithium & Battery Tech ETF65 shares0.00%2025-09-302025-10-17 UL Unilever PLC ADR60 sharesnew addition2025-09-302025-10-17 CRDO Credo Technology Group Holding Ltd Com Stk22 shares0.00%2025-09-302025-10-17 EXR Extra Space Storage Inc22 shares0.00%2025-09-302025-10-17 BIPC Brookfield Infrastructure Corp Sub Vtg A61 shares0.00%2025-09-302025-10-17 AWK American Water Works Company Inc18 shares0.00%2025-09-302025-10-17 SLB SLB Limited72 shares0.00%2025-09-302025-10-17 GERN Geron Corp1.7K shares0.00%2025-09-302025-10-17 BKSY BlackSky Technology Inc Com Stk Cl A115 shares0.00%2025-09-302025-10-17 DBRG Digitalbridge Group Inc Cl A New187 shares0.00%2025-09-302025-10-17 XIFR NextEra Energy Partners LP215 shares0.00%2025-09-302025-10-17 IEP Icahn Enterprises L.P257 shares0.00%2025-09-302025-10-17 QUAL iShares Edge MSCI USA Quality Factor ETF11 shares0.00%2025-09-302025-10-17 GEHC GE Healthcare Technologies Inc.28 shares250.00%2025-09-302025-10-17 IYW iShares US Technology ETF9 shares0.00%2025-09-302025-10-17 TROW T Rowe Price Group Inc Com17 shares0.00%2025-09-302025-10-17 AVY Avery Dennison Corp Com10 shares0.00%2025-09-302025-10-17 BIIB Biogen Inc Com10 shares-50.00%2025-09-302025-10-17 CREX Creative Realities Inc570 shares0.00%2025-09-302025-10-17 DEO DEO PLC ADR12 shares-80.65%2025-09-302025-10-17 DKNG Draftkings Inc New Cl A25 shares0.00%2025-09-302025-10-17 VTRS Viatris Inc80 shares17.65%2025-09-302025-10-17 RIVN Rivian Automotive Inc Class A50 shares0.00%2025-09-302025-10-17 WBD Warner Bros Discovery Inc31 sharesnew addition2025-09-302025-10-17 ONL Orion Office Reit Inc87 shares0.00%2025-09-302025-10-17 BYND Beyond Meat Inc75 shares0.00%2025-09-302025-10-17 HL Hecla Mining Co11 shares0.00%2025-09-302025-10-17 KSS Kohls Corp Com5 shares0.00%2025-09-302025-10-17 WKHS Workhorse Group Inc1 shares0.00%2025-09-302025-10-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available