BROWN, LISLE/CUMMINGS, INC. Diversified Active

CIK: 0000014745 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 1, 2024

Total Value ($000): $180,688 (100.0% shares, 0.0% debt)

Holdings (476)

SPY SPDR S&P 500 ETF TR 5.6%
Value ($000) $10,111 Shares 26,801 Est. Cost $463.76 Unrealized
AAPL APPLE INC 2.9%
Value ($000) $5,195 Shares 38,001 Est. Cost $155.43 Unrealized -4.4%
ACN ACCENTURE PLC IRELAND 2.7%
Value ($000) $4,964 Shares 17,880 Est. Cost $336.29 Unrealized -15.4%
ICE INTERCONTINENTAL EXCHANGE IN 2.5%
Value ($000) $4,576 Shares 48,665 Est. Cost $123.88 Unrealized -17.9%
AMGN AMGEN INC 2.5%
Value ($000) $4,561 Shares 18,746 Est. Cost $186.86 Unrealized +17.0%
MSFT MICROSOFT CORP 2.5%
Value ($000) $4,508 Shares 17,552 Est. Cost $312.03 Unrealized -15.6%
GOOGL ALPHABET INC 2.3%
Value ($000) $4,123 Shares 1,892 Est. Cost $141.94 Unrealized -17.7%
SUB ISHARES TR 2.2%
Value ($000) $3,898 Shares 37,237 Est. Cost $107.37 Unrealized
VEEV VEEVA SYS INC 2.1%
Value ($000) $3,856 Shares 19,473 Est. Cost $287.53 Unrealized -36.0%
WPC WP CAREY INC 2.1%
Value ($000) $3,812 Shares 46,008 Est. Cost $81.98 Unrealized
AMZN AMAZON COM INC 1.9%
Value ($000) $3,462 Shares 32,600 Est. Cost $127.27 Unrealized -1.7%
MINT PIMCO ETF TR 1.8%
Value ($000) $3,205 Shares 32,341 Est. Cost $101.56 Unrealized
ABBV ABBVIE INC 1.8%
Value ($000) $3,204 Shares 20,921 Est. Cost $101.71 Unrealized +31.9%
TMO THERMO FISHER SCIENTIFIC INC 1.6%
Value ($000) $2,891 Shares 5,322 Est. Cost $616.08 Unrealized -11.6%
CNI CANADIAN NATL RY CO 1.4%
Value ($000) $2,526 Shares 22,463 Est. Cost $114.88 Unrealized -5.4%
GOOG ALPHABET INC 1.4%
Value ($000) $2,507 Shares 1,146 Est. Cost $141.82 Unrealized -17.3%
FISV FISERV INC 1.4%
Value ($000) $2,479 Shares 27,860 Est. Cost $103.20 Unrealized -6.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.3%
Value ($000) $2,373 Shares 8,690 Est. Cost $289.45 Unrealized +8.4%
NVO NOVO-NORDISK A S 1.3%
Value ($000) $2,323 Shares 20,850 Est. Cost $111.89 Unrealized
BSX BOSTON SCIENTIFIC CORP 1.3%
Value ($000) $2,304 Shares 61,817 Est. Cost $42.08 Unrealized -3.3%
BX BLACKSTONE INC 1.1%
Value ($000) $2,044 Shares 22,401 Est. Cost $114.91 Unrealized -16.4%
CVS CVS HEALTH CORP 1.0%
Value ($000) $1,885 Shares 20,345 Est. Cost $80.80 Unrealized +6.3%
SYY SYSCO CORP 1.0%
Value ($000) $1,880 Shares 22,194 Est. Cost $69.23 Unrealized +9.4%
BMY BRISTOL-MYERS SQUIBB CO 1.0%
Value ($000) $1,870 Shares 24,286 Est. Cost $50.29 Unrealized +29.2%
JPM JPMORGAN CHASE &CO 1.0%
Value ($000) $1,830 Shares 16,252 Est. Cost $147.57 Unrealized -23.4%
MRSH MARSH &MCLENNAN COS INC 1.0%
Value ($000) $1,810 Shares 11,661 Est. Cost $156.21 Unrealized -2.9%
TROW PRICE T ROWE GROUP INC 0.9%
Value ($000) $1,705 Shares 15,005 Est. Cost $144.59 Unrealized -25.9%
HON HONEYWELL INTL INC 0.9%
Value ($000) $1,686 Shares 9,700 Est. Cost $182.36 Unrealized -8.8%
LHX L3HARRIS TECHNOLOGIES INC 0.9%
Value ($000) $1,663 Shares 6,880 Est. Cost $207.37 Unrealized +7.8%
ECL ECOLAB INC 0.9%
Value ($000) $1,650 Shares 10,730 Est. Cost $208.78 Unrealized -23.8%
ARCC ARES CAPITAL CORP 0.9%
Value ($000) $1,574 Shares 87,800 Est. Cost $13.96 Unrealized -0.9%
MRK MERCK &CO INC 0.9%
Value ($000) $1,542 Shares 16,912 Est. Cost $69.89 Unrealized +13.3%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $1,523 Shares 10,517 Est. Cost $96.58 Unrealized +47.8%
V VISA INC 0.8%
Value ($000) $1,439 Shares 7,309 Est. Cost $208.21 Unrealized -3.4%
VRP INVESCO EXCH TRADED FD TR II 0.8%
Value ($000) $1,409 Shares 63,518 Est. Cost $25.92 Unrealized
XLI SELECT SECTOR SPDR TR 0.8%
Value ($000) $1,393 Shares 15,954 Est. Cost $105.78 Unrealized
IWF ISHARES TR 0.8%
Value ($000) $1,366 Shares 6,244 Est. Cost $305.59 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.7%
Value ($000) $1,334 Shares 17,493 Est. Cost $81.26 Unrealized
TXN TEXAS INSTRS INC 0.7%
Value ($000) $1,285 Shares 8,361 Est. Cost $167.78 Unrealized -10.0%
XLP SELECT SECTOR SPDR TR 0.7%
Value ($000) $1,200 Shares 16,627 Est. Cost $77.09 Unrealized
XOM EXXON MOBIL CORP 0.7%
Value ($000) $1,181 Shares 13,791 Est. Cost $53.90 Unrealized +47.6%
JNJ JOHNSON &JOHNSON 0.6%
Value ($000) $1,135 Shares 6,393 Est. Cost $145.20 Unrealized +10.1%
IJH ISHARES TR 0.6%
Value ($000) $1,125 Shares 4,973 Est. Cost $283.10 Unrealized
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $960 Shares 2,002 Est. Cost $487.94 Unrealized -0.6%
META META PLATFORMS INC 0.5%
Value ($000) $958 Shares 5,941 Est. Cost $319.26 Unrealized -40.0%
PNC PNC FINL SVCS GROUP INC 0.5%
Value ($000) $955 Shares 6,050 Est. Cost $174.29 Unrealized -16.5%
OGN ORGANON &CO 0.5%
Value ($000) $953 Shares 28,242 Est. Cost $27.28 Unrealized +8.2%
RIO RIO TINTO PLC 0.5%
Value ($000) $926 Shares 15,175 Est. Cost $78.00 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.5%
Value ($000) $919 Shares 800 Est. Cost $1511.82 Unrealized -16.9%
DXC DXC TECHNOLOGY CO 0.5%
Value ($000) $891 Shares 29,400 Est. Cost $32.55 Unrealized -4.7%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $872 Shares 17,191 Est. Cost $40.39 Unrealized -0.7%
T AT&T INC 0.5%
Value ($000) $868 Shares 41,411 Est. Cost $14.67 Unrealized +11.2%
NOC NORTHROP GRUMMAN CORP 0.5%
Value ($000) $861 Shares 1,800 Est. Cost $348.21 Unrealized +24.3%
TSLA TESLA INC 0.5%
Value ($000) $855 Shares 1,270 Est. Cost $335.39 Unrealized -18.6%
PANW PALO ALTO NETWORKS INC 0.5%
Value ($000) $845 Shares 1,710 Est. Cost $86.59 Unrealized +2.4%
XLB SELECT SECTOR SPDR TR 0.5%
Value ($000) $840 Shares 11,413 Est. Cost $90.56 Unrealized
INTC INTEL CORP 0.5%
Value ($000) $836 Shares 22,353 Est. Cost $47.17 Unrealized -13.9%
PFE PFIZER INC 0.4%
Value ($000) $812 Shares 15,488 Est. Cost $40.23 Unrealized +4.4%
CRM SALESFORCE INC 0.4%
Value ($000) $807 Shares 4,891 Est. Cost $270.39 Unrealized -35.4%
DE DEERE &CO 0.4%
Value ($000) $798 Shares 2,665 Est. Cost $328.58 Unrealized +6.4%
BOND PIMCO ETF TR 0.4%
Value ($000) $747 Shares 7,839 Est. Cost $109.41 Unrealized
CMI CUMMINS INC 0.4%
Value ($000) $713 Shares 3,685 Est. Cost $205.83 Unrealized -11.1%
CE CELANESE CORP DEL 0.4%
Value ($000) $712 Shares 6,050 Est. Cost $151.80 Unrealized -11.0%
VEU VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $701 Shares 14,032 Est. Cost $60.87 Unrealized
DXJ WISDOMTREE TR 0.4%
Value ($000) $683 Shares 10,942 Est. Cost $62.59 Unrealized
WAT WATERS CORP 0.4%
Value ($000) $660 Shares 1,995 Est. Cost $327.60 Unrealized -3.1%
VIS VANGUARD WORLD FDS 0.4%
Value ($000) $657 Shares 4,025 Est. Cost $201.91 Unrealized
VTI VANGUARD INDEX FDS 0.4%
Value ($000) $657 Shares 3,482 Est. Cost $241.42 Unrealized
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $647 Shares 2,923 Est. Cost $185.25 Unrealized +15.2%
SYK STRYKER CORPORATION 0.4%
Value ($000) $641 Shares 3,221 Est. Cost $248.89 Unrealized -9.2%
IJR ISHARES TR 0.4%
Value ($000) $633 Shares 6,847 Est. Cost $114.51 Unrealized
DHR DANAHER CORPORATION 0.3%
Value ($000) $623 Shares 2,456 Est. Cost $256.25 Unrealized -11.7%
QCOM QUALCOMM INC 0.3%
Value ($000) $618 Shares 4,835 Est. Cost $147.41 Unrealized -15.3%
ZTS ZOETIS INC 0.3%
Value ($000) $615 Shares 3,575 Est. Cost $204.66 Unrealized -18.5%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $614 Shares 1,196 Est. Cost $422.57 Unrealized +11.5%
ONEY SPDR SER TR 0.3%
Value ($000) $608 Shares 6,817 Est. Cost $100.46 Unrealized
LLY LILLY ELI &CO 0.3%
Value ($000) $594 Shares 1,833 Est. Cost $243.85 Unrealized +19.3%
KMB KIMBERLY-CLARK CORP 0.3%
Value ($000) $578 Shares 4,277 Est. Cost $115.18 Unrealized -0.4%
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $572 Shares 4,340 Est. Cost $147.01 Unrealized
VHT VANGUARD WORLD FDS 0.3%
Value ($000) $572 Shares 2,430 Est. Cost $263.32 Unrealized
NFLX NETFLIX INC 0.3%
Value ($000) $568 Shares 3,247 Est. Cost $52.16 Unrealized -57.5%
ENB ENBRIDGE INC 0.3%
Value ($000) $551 Shares 13,027 Est. Cost $33.31 Unrealized +5.8%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $548 Shares 1,274 Est. Cost $322.64 Unrealized +23.3%
MMM 3M CO 0.3%
Value ($000) $538 Shares 4,155 Est. Cost $122.68 Unrealized -14.2%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $535 Shares 3,722 Est. Cost $134.13 Unrealized +2.4%
C CITIGROUP INC 0.3%
Value ($000) $530 Shares 11,516 Est. Cost $56.86 Unrealized -23.0%
ASML ASML HOLDING N V 0.3%
Value ($000) $523 Shares 1,100 Est. Cost $796.14 Unrealized
CI CIGNA CORP NEW 0.3%
Value ($000) $516 Shares 1,958 Est. Cost $197.24 Unrealized +22.4%
FDX FEDEX CORP 0.3%
Value ($000) $497 Shares 2,191 Est. Cost $218.47 Unrealized -10.0%
MSA MSA SAFETY INC 0.3%
Value ($000) $484 Shares 4,000 Est. Cost $142.53 Unrealized -12.8%
DOW DOW INC 0.3%
Value ($000) $475 Shares 9,195 Est. Cost $45.17 Unrealized +14.7%
PEP PEPSICO INC 0.3%
Value ($000) $468 Shares 2,811 Est. Cost $143.62 Unrealized +4.3%
BUD ANHEUSER BUSCH INBEV SA/NV 0.3%
Value ($000) $468 Shares 8,670 Est. Cost $60.01 Unrealized
BSV VANGUARD BD INDEX FDS 0.3%
Value ($000) $464 Shares 6,043 Est. Cost $80.83 Unrealized
STZ CONSTELLATION BRANDS INC 0.3%
Value ($000) $459 Shares 1,970 Est. Cost $214.14 Unrealized +6.7%
KHC KRAFT HEINZ CO 0.2%
Value ($000) $448 Shares 11,735 Est. Cost $29.63 Unrealized +13.3%
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $447 Shares 2,450 Est. Cost $210.30 Unrealized -13.0%
IGSB ISHARES TR 0.2%
Value ($000) $444 Shares 8,775 Est. Cost $50.55 Unrealized
GSK PLC 0.2%
Value ($000) $439 Shares 10,088 Est. Cost $44.08 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $434 Shares 10,181 Est. Cost $50.46 Unrealized -15.1%
KO COCA COLA CO 0.2%
Value ($000) $432 Shares 6,860 Est. Cost $49.24 Unrealized +15.3%
SBUX STARBUCKS CORP 0.2%
Value ($000) $430 Shares 5,630 Est. Cost $99.99 Unrealized -29.6%
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $416 Shares 3,500 Est. Cost $151.43 Unrealized -20.8%
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $410 Shares 5,871 Est. Cost $201.49 Unrealized -57.0%
SRLN SSGA ACTIVE ETF TR 0.2%
Value ($000) $404 Shares 9,692 Est. Cost $45.10 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $398 Shares 6,439 Est. Cost $58.24 Unrealized -7.1%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $389 Shares 2,755 Est. Cost $107.54 Unrealized +9.3%
IWD ISHARES TR 0.2%
Value ($000) $383 Shares 2,640 Est. Cost $167.95 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $377 Shares 2,225 Est. Cost $222.45 Unrealized
BLACKROCK HEALTH SCIENCS TR 0.2%
Value ($000) $372 Shares 22,643 Est. Cost $21.17 Unrealized
VXUS VANGUARD STAR FDS 0.2%
Value ($000) $365 Shares 7,076 Est. Cost $62.66 Unrealized
BAC BK OF AMERICA CORP 0.2%
Value ($000) $361 Shares 11,593 Est. Cost $41.02 Unrealized -20.2%
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $354 Shares 2,758 Est. Cost $140.89 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.2%
Value ($000) $347 Shares 3,660 Est. Cost $120.89 Unrealized -22.9%
ALGN ALIGN TECHNOLOGY INC 0.2%
Value ($000) $343 Shares 1,450 Est. Cost $642.93 Unrealized -52.2%
BA BOEING CO 0.2%
Value ($000) $338 Shares 2,473 Est. Cost $207.43 Unrealized -28.9%
PKG PACKAGING CORP AMER 0.2%
Value ($000) $332 Shares 2,413 Est. Cost $118.44 Unrealized +16.6%
TOL TOLL BROTHERS INC 0.2%
Value ($000) $323 Shares 7,250 Est. Cost $58.71 Unrealized -20.3%
EL LAUDER ESTEE COS INC 0.2%
Value ($000) $318 Shares 1,250 Est. Cost $312.98 Unrealized -23.8%
O REALTY INCOME CORP 0.2%
Value ($000) $316 Shares 4,625 Est. Cost $56.03 Unrealized +0.8%
APD AIR PRODS &CHEMS INC 0.2%
Value ($000) $315 Shares 1,309 Est. Cost $262.16 Unrealized -15.7%
NEW YORK CMNTY BANCORP INC 0.2%
Value ($000) $311 Shares 34,091 Est. Cost $11.57 Unrealized
CFG CITIZENS FINL GROUP INC 0.2%
Value ($000) $311 Shares 8,701 Est. Cost $39.20 Unrealized -14.4%
HD HOME DEPOT INC 0.2%
Value ($000) $306 Shares 1,115 Est. Cost $336.87 Unrealized -20.1%
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $302 Shares 3,143 Est. Cost $80.44 Unrealized +10.0%
MCD MCDONALDS CORP 0.2%
Value ($000) $300 Shares 1,216 Est. Cost $229.57 Unrealized -1.4%
SPHD INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $298 Shares 6,750 Est. Cost $45.26 Unrealized
CGNX COGNEX CORP 0.2%
Value ($000) $298 Shares 7,000 Est. Cost $78.45 Unrealized -30.4%
RYN RAYONIER INC 0.2%
Value ($000) $291 Shares 7,797 Est. Cost $40.36 Unrealized
WESTROCK CO 0.2%
Value ($000) $285 Shares 7,161 Est. Cost $44.36 Unrealized
NTR NUTRIEN LTD 0.2%
Value ($000) $281 Shares 3,523 Est. Cost $61.64 Unrealized +40.2%
EMR EMERSON ELEC CO 0.2%
Value ($000) $276 Shares 3,471 Est. Cost $86.53 Unrealized -5.4%
PFF ISHARES TR 0.1%
Value ($000) $270 Shares 8,219 Est. Cost $39.43 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.1%
Value ($000) $268 Shares 7,450 Est. Cost $40.30 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $260 Shares 1,875 Est. Cost $161.79 Unrealized -2.6%
AZEK CO INC 0.1%
Value ($000) $254 Shares 15,150 Est. Cost $40.71 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $251 Shares 1,373 Est. Cost $167.17 Unrealized -8.3%
IWR ISHARES TR 0.1%
Value ($000) $251 Shares 3,875 Est. Cost $83.01 Unrealized
FDRR FIDELITY COVINGTON TRUST 0.1%
Value ($000) $245 Shares 6,350 Est. Cost $44.64 Unrealized
NGG NATIONAL GRID PLC 0.1%
Value ($000) $245 Shares 3,781 Est. Cost $72.32 Unrealized
GGG GRACO INC 0.1%
Value ($000) $242 Shares 4,079 Est. Cost $71.91 Unrealized -16.7%
UNM UNUM GROUP 0.1%
Value ($000) $238 Shares 7,000 Est. Cost $26.08 Unrealized +29.8%
SO SOUTHERN CO 0.1%
Value ($000) $234 Shares 3,276 Est. Cost $54.72 Unrealized +17.5%
LITE LUMENTUM HLDGS INC 0.1%
Value ($000) $232 Shares 2,925 Est. Cost $91.05 Unrealized -6.2%
ABT ABBOTT LABS 0.1%
Value ($000) $231 Shares 2,122 Est. Cost $116.84 Unrealized -9.2%
YUM YUM BRANDS INC 0.1%
Value ($000) $230 Shares 2,025 Est. Cost $118.20 Unrealized -8.3%
IDV ISHARES TR 0.1%
Value ($000) $223 Shares 8,227 Est. Cost $31.21 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.1%
Value ($000) $221 Shares 7,650 Est. Cost $42.81 Unrealized -16.2%
TRU TRANSUNION 0.1%
Value ($000) $220 Shares 2,750 Est. Cost $112.10 Unrealized -24.8%
IHE ISHARES TR 0.1%
Value ($000) $219 Shares 1,144 Est. Cost $199.39 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $217 Shares 5,725 Est. Cost $51.26 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $208 Shares 2,204 Est. Cost $156.24 Unrealized -30.6%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $208 Shares 913 Est. Cost $255.22 Unrealized -11.3%
GLATFELTER CORPORATION 0.1%
Value ($000) $205 Shares 29,817 Est. Cost $13.65 Unrealized
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $204 Shares 625 Est. Cost $456.17 Unrealized
BDX BECTON DICKINSON &CO 0.1%
Value ($000) $201 Shares 816 Est. Cost $223.48 Unrealized +6.7%
HANESBRANDS INC 0.1%
Value ($000) $200 Shares 19,437 Est. Cost $15.42 Unrealized
CPB CAMPBELL SOUP CO 0.1%
Value ($000) $197 Shares 4,109 Est. Cost $36.54 Unrealized +14.0%
GM GENERAL MTRS CO 0.1%
Value ($000) $197 Shares 6,200 Est. Cost $56.19 Unrealized -35.6%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $195 Shares 4,666 Est. Cost $51.03 Unrealized -21.5%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $184 Shares 2,882 Est. Cost $58.84 Unrealized -19.2%
LOW LOWES COS INC 0.1%
Value ($000) $179 Shares 1,025 Est. Cost $218.87 Unrealized -18.0%
SHOP SHOPIFY INC 0.1%
Value ($000) $178 Shares 5,700 Est. Cost $46.64 Unrealized -8.4%
AGG ISHARES TR 0.1%
Value ($000) $174 Shares 1,713 Est. Cost $114.08 Unrealized
PPG PPG INDS INC 0.1%
Value ($000) $174 Shares 1,518 Est. Cost $147.48 Unrealized -21.6%
GIS GENERAL MLS INC 0.1%
Value ($000) $174 Shares 2,300 Est. Cost $55.25 Unrealized +11.9%
F FORD MTR CO DEL 0.1%
Value ($000) $173 Shares 15,584 Est. Cost $14.00 Unrealized -24.7%
YETI YETI HLDGS INC 0.1%
Value ($000) $173 Shares 4,000 Est. Cost $91.78 Unrealized -47.1%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $172 Shares 2,225 Est. Cost $76.65 Unrealized -10.2%
GEN NORTONLIFELOCK INC 0.1%
Value ($000) $171 Shares 7,800 Est. Cost $23.20 Unrealized -2.0%
CCI CROWN CASTLE INTL CORP NEW 0.1%
Value ($000) $171 Shares 1,015 Est. Cost $149.47 Unrealized +0.5%
LINDE PLC 0.1%
Value ($000) $170 Shares 591 Est. Cost $346.43 Unrealized
BLACKROCK INC 0.1%
Value ($000) $168 Shares 276 Est. Cost $882.46 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $159 Shares 4,056 Est. Cost $45.73 Unrealized -16.1%
BGS B &G FOODS INC NEW 0.1%
Value ($000) $156 Shares 6,568 Est. Cost $20.18 Unrealized -15.2%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $153 Shares 1,913 Est. Cost $70.92 Unrealized +1.3%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $153 Shares 1,125 Est. Cost $153.95 Unrealized +3.6%
AVY AVERY DENNISON CORP 0.1%
Value ($000) $147 Shares 910 Est. Cost $160.04 Unrealized 0.0%
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $147 Shares 2,500 Est. Cost $60.83 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $146 Shares 2,631 Est. Cost $29.21 Unrealized -13.3%
ADSK AUTODESK INC 0.1%
Value ($000) $146 Shares 850 Est. Cost $291.48 Unrealized -34.0%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $146 Shares 1,000 Est. Cost $162.38 Unrealized -9.1%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $146 Shares 725 Est. Cost $288.95 Unrealized -18.8%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $145 Shares 690 Est. Cost $207.28 Unrealized -2.3%
TRI CONTL CORP 0.1%
Value ($000) $143 Shares 5,475 Est. Cost $33.19 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $143 Shares 2,050 Est. Cost $88.90 Unrealized -21.4%
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $139 Shares 2,122 Est. Cost $64.85 Unrealized +0.5%
DVY ISHARES TR 0.1%
Value ($000) $138 Shares 1,169 Est. Cost $122.59 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $134 Shares 3,417 Est. Cost $44.41 Unrealized -10.0%
PARAMOUNT GLOBAL 0.1%
Value ($000) $133 Shares 5,370 Est. Cost $30.00 Unrealized
VTRS VIATRIS INC 0.1%
Value ($000) $132 Shares 12,626 Est. Cost $11.10 Unrealized -16.3%
OLN OLIN CORP 0.1%
Value ($000) $125 Shares 2,700 Est. Cost $51.61 Unrealized +3.8%
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $123 Shares 1,175 Est. Cost $125.81 Unrealized -8.7%
IEFA ISHARES TR 0.1%
Value ($000) $123 Shares 2,089 Est. Cost $74.64 Unrealized
LIT GLOBAL X FDS 0.1%
Value ($000) $122 Shares 1,676 Est. Cost $84.44 Unrealized
CF CF INDS HLDGS INC 0.1%
Value ($000) $121 Shares 1,406 Est. Cost $57.35 Unrealized +56.5%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $116 Shares 2,100 Est. Cost $34.13 Unrealized +60.0%
VTWV VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $113 Shares 950 Est. Cost $145.30 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $112 Shares 12,300 Est. Cost $16.47 Unrealized -40.0%
WBD WARNER BROS DISCOVERY INC 0.1%
Value ($000) $107 Shares 7,956 Est. Cost $18.55 Unrealized 0.0%
WASH WASHINGTON TR BANCORP INC 0.1%
Value ($000) $105 Shares 2,175 Est. Cost $41.93 Unrealized -10.5%
TIP ISHARES TR 0.1%
Value ($000) $103 Shares 908 Est. Cost $129.20 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $100 Shares 2,800 Est. Cost $28.71 Unrealized +33.4%
COP CONOCOPHILLIPS 0.1%
Value ($000) $99 Shares 1,107 Est. Cost $67.08 Unrealized +34.1%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $95 Shares 626 Est. Cost $26.64 Unrealized -29.3%
QIAGEN NV 0.1%
Value ($000) $94 Shares 2,000 Est. Cost $55.58 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $92 Shares 1,744 Est. Cost $68.24 Unrealized
BCE BCE INC 0.0%
Value ($000) $89 Shares 1,800 Est. Cost $38.02 Unrealized +7.8%
AVGO BROADCOM INC 0.0%
Value ($000) $87 Shares 180 Est. Cost $51.79 Unrealized +1.2%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $87 Shares 2,984 Est. Cost $35.82 Unrealized +5.9%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $87 Shares 625 Est. Cost $348.46 Unrealized -54.5%
SPYG SPDR SER TR 0.0%
Value ($000) $85 Shares 1,630 Est. Cost $72.47 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $81 Shares 610 Est. Cost $151.41 Unrealized
SJNK SPDR SER TR 0.0%
Value ($000) $81 Shares 3,344 Est. Cost $27.15 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $80 Shares 560 Est. Cost $171.75 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $80 Shares 944 Est. Cost $72.67 Unrealized +5.0%
CB CHUBB LIMITED 0.0%
Value ($000) $78 Shares 395 Est. Cost $177.58 Unrealized +10.5%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $78 Shares 1,600 Est. Cost $54.25 Unrealized -22.4%
SMG SCOTTS MIRACLE-GRO CO 0.0%
Value ($000) $75 Shares 950 Est. Cost $113.67 Unrealized -26.1%
MPC MARATHON PETE CORP 0.0%
Value ($000) $74 Shares 900 Est. Cost $58.41 Unrealized +47.7%
NUVEEN MASSACHUSETS QLT MUN 0.0%
Value ($000) $73 Shares 6,207 Est. Cost $11.81 Unrealized
THO THOR INDS INC 0.0%
Value ($000) $73 Shares 975 Est. Cost $84.50 Unrealized -15.2%
GAMCO GLOBAL GOLD NAT RES & 0.0%
Value ($000) $73 Shares 20,190 Est. Cost $3.75 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $73 Shares 230 Est. Cost $337.80 Unrealized -0.1%
USMV ISHARES TR 0.0%
Value ($000) $72 Shares 1,028 Est. Cost $80.90 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $72 Shares 825 Est. Cost $68.36 Unrealized +16.3%
CSX CSX CORP 0.0%
Value ($000) $72 Shares 2,476 Est. Cost $33.29 Unrealized -7.0%
TXT TEXTRON INC 0.0%
Value ($000) $72 Shares 1,175 Est. Cost $73.92 Unrealized -11.6%
STT STATE STR CORP 0.0%
Value ($000) $72 Shares 1,160 Est. Cost $81.94 Unrealized -24.0%
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $71 Shares 5,300 Est. Cost $17.02 Unrealized -8.2%
MS MORGAN STANLEY 0.0%
Value ($000) $70 Shares 925 Est. Cost $86.77 Unrealized -16.5%
RPV INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $69 Shares 925 Est. Cost $81.35 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $69 Shares 450 Est. Cost $150.67 Unrealized -1.8%
MDT MEDTRONIC PLC 0.0%
Value ($000) $66 Shares 730 Est. Cost $102.03 Unrealized -11.4%
CAT CATERPILLAR INC 0.0%
Value ($000) $65 Shares 365 Est. Cost $186.69 Unrealized +5.7%
ENVESTNET INC 0.0%
Value ($000) $65 Shares 1,225 Est. Cost $79.34 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $63 Shares 500 Est. Cost $155.46 Unrealized -14.7%
CLX CLOROX CO DEL 0.0%
Value ($000) $62 Shares 438 Est. Cost $145.62 Unrealized -13.1%
AROW ARROW FINL CORP 0.0%
Value ($000) $62 Shares 1,933 Est. Cost $29.07 Unrealized -9.5%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $61 Shares 442 Est. Cost $204.44 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $60 Shares 133 Est. Cost $452.39 Unrealized +3.8%
WMT WALMART INC 0.0%
Value ($000) $60 Shares 492 Est. Cost $45.18 Unrealized -2.5%
ROKU ROKU INC 0.0%
Value ($000) $60 Shares 725 Est. Cost $269.73 Unrealized -64.1%
MUB ISHARES TR 0.0%
Value ($000) $59 Shares 558 Est. Cost $116.28 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $59 Shares 735 Est. Cost $62.13 Unrealized +11.6%
RMD RESMED INC 0.0%
Value ($000) $57 Shares 270 Est. Cost $250.23 Unrealized -17.7%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $56 Shares 550 Est. Cost $112.11 Unrealized
NUVEEN NEW YORK AMT QLT MUNI 0.0%
Value ($000) $56 Shares 5,036 Est. Cost $11.05 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $55 Shares 329 Est. Cost $170.96 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $55 Shares 865 Est. Cost $61.44 Unrealized +6.1%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $55 Shares 600 Est. Cost $102.06 Unrealized -11.3%
MRNA MODERNA INC 0.0%
Value ($000) $55 Shares 385 Est. Cost $292.38 Unrealized -51.1%
NVS NOVARTIS AG 0.0%
Value ($000) $55 Shares 650 Est. Cost $87.47 Unrealized
GBDC GOLUB CAP BDC INC 0.0%
Value ($000) $54 Shares 4,160 Est. Cost $9.99 Unrealized -3.7%
LUCID GROUP INC 0.0%
Value ($000) $51 Shares 2,980 Est. Cost $38.05 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $51 Shares 814 Est. Cost $78.68 Unrealized
VICI VICI PPTYS INC 0.0%
Value ($000) $51 Shares 1,700 Est. Cost $22.68 Unrealized +6.5%
HYS PIMCO ETF TR 0.0%
Value ($000) $50 Shares 570 Est. Cost $99.11 Unrealized
UNILEVER PLC 0.0%
Value ($000) $50 Shares 1,100 Est. Cost $53.79 Unrealized
AOS SMITH A O CORP 0.0%
Value ($000) $50 Shares 920 Est. Cost $70.77 Unrealized -20.7%
ICLN ISHARES TR 0.0%
Value ($000) $50 Shares 2,620 Est. Cost $21.09 Unrealized
CSR CENTERSPACE 0.0%
Value ($000) $49 Shares 605 Est. Cost $109.32 Unrealized
WCBR WISDOMTREE TR 0.0%
Value ($000) $49 Shares 2,750 Est. Cost $25.63 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $48 Shares 475 Est. Cost $122.38 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $47 Shares 718 Est. Cost $59.57 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $47 Shares 950 Est. Cost $59.85 Unrealized
FNLC FIRST BANCORP INC ME 0.0%
Value ($000) $45 Shares 1,500 Est. Cost $24.25 Unrealized -1.6%
BP BP PLC 0.0%
Value ($000) $45 Shares 1,590 Est. Cost $26.65 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $44 Shares 1,500 Est. Cost $24.02 Unrealized +16.6%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $44 Shares 75 Est. Cost $611.44 Unrealized +5.7%
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $43 Shares 650 Est. Cost $72.90 Unrealized -0.4%
XMLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $41 Shares 800 Est. Cost $51.39 Unrealized
ROYCE VALUE TR INC 0.0%
Value ($000) $41 Shares 2,900 Est. Cost $17.65 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $40 Shares 329 Est. Cost $160.92 Unrealized -19.8%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $40 Shares 200 Est. Cost $308.06 Unrealized -31.2%
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $38 Shares 2,500 Est. Cost $23.63 Unrealized
HUN HUNTSMAN CORP 0.0%
Value ($000) $37 Shares 1,300 Est. Cost $32.64 Unrealized +3.5%
HAS HASBRO INC 0.0%
Value ($000) $37 Shares 450 Est. Cost $80.69 Unrealized -8.4%
VEA VANGUARD TAX-MANAGED INTL FD 0.0%
Value ($000) $36 Shares 893 Est. Cost $51.06 Unrealized
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $35 Shares 500 Est. Cost $118.61 Unrealized -31.0%
IWB ISHARES TR 0.0%
Value ($000) $35 Shares 167 Est. Cost $264.43 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $34 Shares 530 Est. Cost $73.17 Unrealized -9.2%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $34 Shares 190 Est. Cost $226.36 Unrealized
BWA BORGWARNER INC 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $37.80 Unrealized -17.3%
CBU COMMUNITY BK SYS INC 0.0%
Value ($000) $33 Shares 526 Est. Cost $63.68 Unrealized -9.1%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $33 Shares 108 Est. Cost $363.32 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $32 Shares 245 Est. Cost $182.86 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $32 Shares 125 Est. Cost $239.48 Unrealized -7.2%
HSY HERSHEY CO 0.0%
Value ($000) $32 Shares 148 Est. Cost $163.59 Unrealized +21.5%
SHEL SHELL PLC 0.0%
Value ($000) $32 Shares 608 Est. Cost $54.93 Unrealized
BLACKROCK TAX MUNICPAL BD TR 0.0%
Value ($000) $32 Shares 1,650 Est. Cost $26.18 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $30 Shares 174 Est. Cost $220.14 Unrealized
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $29 Shares 125 Est. Cost $283.89 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $29 Shares 211 Est. Cost $156.63 Unrealized
PUTNAM PREMIER INCOME TR 0.0%
Value ($000) $29 Shares 7,500 Est. Cost $4.27 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $28 Shares 68 Est. Cost $517.67 Unrealized
ENS ENERSYS 0.0%
Value ($000) $28 Shares 475 Est. Cost $75.07 Unrealized -15.2%
CWT CALIFORNIA WTR SVC GROUP 0.0%
Value ($000) $28 Shares 500 Est. Cost $58.50 Unrealized -15.5%
IVW ISHARES TR 0.0%
Value ($000) $28 Shares 460 Est. Cost $83.67 Unrealized
ARKX ARK ETF TR 0.0%
Value ($000) $28 Shares 2,050 Est. Cost $18.76 Unrealized
MET METLIFE INC 0.0%
Value ($000) $27 Shares 426 Est. Cost $55.61 Unrealized +6.6%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $26 Shares 94 Est. Cost $397.85 Unrealized
ICF ISHARES TR 0.0%
Value ($000) $26 Shares 425 Est. Cost $76.09 Unrealized
CHD CHURCH &DWIGHT CO INC 0.0%
Value ($000) $25 Shares 275 Est. Cost $86.37 Unrealized +4.7%
TJX TJX COS INC NEW 0.0%
Value ($000) $25 Shares 456 Est. Cost $64.82 Unrealized -11.4%
COHEN &STEERS INFRASTRUCTUR 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $28.50 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $25 Shares 500 Est. Cost $50.73 Unrealized
RUN SUNRUN INC 0.0%
Value ($000) $25 Shares 1,050 Est. Cost $46.80 Unrealized -48.7%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $24 Shares 225 Est. Cost $235.14 Unrealized -55.1%
OATLY GROUP AB 0.0%
Value ($000) $24 Shares 7,000 Est. Cost $7.96 Unrealized
IJS ISHARES TR 0.0%
Value ($000) $24 Shares 270 Est. Cost $104.49 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $23 Shares 250 Est. Cost $170.66 Unrealized -33.9%
PSX PHILLIPS 66 0.0%
Value ($000) $23 Shares 278 Est. Cost $64.72 Unrealized +25.1%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $23 Shares 200 Est. Cost $118.79 Unrealized
CHGG CHEGG INC 0.0%
Value ($000) $23 Shares 1,210 Est. Cost $40.56 Unrealized -43.5%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $23 Shares 104 Est. Cost $231.52 Unrealized -6.2%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $22 Shares 100 Est. Cost $320.90 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $22 Shares 175 Est. Cost $99.45 Unrealized +15.7%
XEL XCEL ENERGY INC 0.0%
Value ($000) $22 Shares 310 Est. Cost $56.85 Unrealized +13.2%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $22 Shares 225 Est. Cost $119.00 Unrealized -17.8%
JLL JONES LANG LASALLE INC 0.0%
Value ($000) $22 Shares 125 Est. Cost $257.89 Unrealized -22.7%
IWN ISHARES TR 0.0%
Value ($000) $22 Shares 160 Est. Cost $166.05 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $22 Shares 500 Est. Cost $73.44 Unrealized -24.0%
NYT NEW YORK TIMES CO 0.0%
Value ($000) $21 Shares 750 Est. Cost $47.18 Unrealized -26.6%
HE HAWAIIAN ELEC INDUSTRIES 0.0%
Value ($000) $21 Shares 504 Est. Cost $40.58 Unrealized +3.6%
CME CME GROUP INC 0.0%
Value ($000) $20 Shares 100 Est. Cost $181.95 Unrealized 0.0%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $19 Shares 211 Est. Cost $116.01 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $19 Shares 200 Est. Cost $68.08 Unrealized +23.5%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $19 Shares 195 Est. Cost $81.27 Unrealized +6.6%
ILMN ILLUMINA INC 0.0%
Value ($000) $18 Shares 100 Est. Cost $378.89 Unrealized -32.6%
SPYV SPDR SER TR 0.0%
Value ($000) $18 Shares 500 Est. Cost $41.85 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $18 Shares 125 Est. Cost $163.68 Unrealized -16.8%
MO ALTRIA GROUP INC 0.0%
Value ($000) $18 Shares 425 Est. Cost $32.79 Unrealized +17.3%
ESGU ISHARES TR 0.0%
Value ($000) $18 Shares 209 Est. Cost $107.90 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $17 Shares 35 Est. Cost $107.75 Unrealized -11.5%
SVB FINANCIAL GROUP 0.0%
Value ($000) $16 Shares 40 Est. Cost $395.00 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $16 Shares 100 Est. Cost $121.46 Unrealized +30.5%
JACOBS ENGR GROUP INC 0.0%
Value ($000) $15 Shares 120 Est. Cost $139.23 Unrealized
XMVTX BLACKROCK MUNIVEST FD II INC 0.0%
Value ($000) $15 Shares 1,334 Est. Cost $15.85 Unrealized
WH WYNDHAM HOTELS &RESORTS INC 0.0%
Value ($000) $15 Shares 225 Est. Cost $83.56 Unrealized -5.7%
DLN WISDOMTREE TR 0.0%
Value ($000) $15 Shares 250 Est. Cost $66.04 Unrealized
COLB COLUMBIA BKG SYS INC 0.0%
Value ($000) $15 Shares 507 Est. Cost $27.76 Unrealized -13.6%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $14 Shares 200 Est. Cost $72.84 Unrealized -6.4%
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $14 Shares 334 Est. Cost $37.56 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $14 Shares 100 Est. Cost $214.19 Unrealized -20.5%
IVV ISHARES TR 0.0%
Value ($000) $14 Shares 37 Est. Cost $437.33 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $14 Shares 38 Est. Cost $461.60 Unrealized -11.8%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $14 Shares 93 Est. Cost $142.69 Unrealized -1.2%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $14 Shares 108 Est. Cost $173.87 Unrealized
XTN SPDR SER TR 0.0%
Value ($000) $14 Shares 200 Est. Cost $94.36 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $13 Shares 170 Est. Cost $115.22 Unrealized
TEMPLETON EMERGING MKTS FD 0.0%
Value ($000) $13 Shares 1,120 Est. Cost $14.01 Unrealized
ABNB AIRBNB INC 0.0%
Value ($000) $13 Shares 150 Est. Cost $176.10 Unrealized -26.1%
SJM SMUCKER J M CO 0.0%
Value ($000) $13 Shares 100 Est. Cost $111.01 Unrealized +6.1%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $13 Shares 400 Est. Cost $39.05 Unrealized
GOGL GOLDEN OCEAN GROUP LTD 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $9.30 Unrealized
AWR AMER STATES WTR CO 0.0%
Value ($000) $11 Shares 141 Est. Cost $86.36 Unrealized -13.9%
HEDJ WISDOMTREE TR 0.0%
Value ($000) $11 Shares 169 Est. Cost $80.16 Unrealized
MAS MASCO CORP 0.0%
Value ($000) $10 Shares 200 Est. Cost $55.17 Unrealized -10.6%
IJT ISHARES TR 0.0%
Value ($000) $10 Shares 96 Est. Cost $138.80 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $10 Shares 116 Est. Cost $109.06 Unrealized
GRMN GARMIN LTD 0.0%
Value ($000) $10 Shares 100 Est. Cost $131.47 Unrealized -26.2%
INTU INTUIT 0.0%
Value ($000) $10 Shares 25 Est. Cost $404.46 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $9 Shares 150 Est. Cost $78.38 Unrealized -16.4%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $9 Shares 24 Est. Cost $435.61 Unrealized -2.4%
XYL XYLEM INC 0.0%
Value ($000) $9 Shares 120 Est. Cost $118.06 Unrealized -33.1%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $9 Shares 500 Est. Cost $19.89 Unrealized -11.6%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $9 Shares 159 Est. Cost $29.61 Unrealized +96.3%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $9 Shares 120 Est. Cost $134.42 Unrealized -30.4%
RACE FERRARI N V 0.0%
Value ($000) $9 Shares 50 Est. Cost $199.01 Unrealized 0.0%
CIEN CIENA CORP 0.0%
Value ($000) $9 Shares 200 Est. Cost $65.45 Unrealized -20.8%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $9 Shares 528 Est. Cost $13.20 Unrealized +16.1%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $9 Shares 340 Est. Cost $115.22 Unrealized -72.9%
FVD FIRST TR VALUE LINE DIVID IN 0.0%
Value ($000) $9 Shares 225 Est. Cost $38.81 Unrealized
KMT KENNAMETAL INC 0.0%
Value ($000) $9 Shares 375 Est. Cost $30.60 Unrealized -23.8%
IEO ISHARES TR 0.0%
Value ($000) $9 Shares 111 Est. Cost $61.24 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $9 Shares 35 Est. Cost $292.73 Unrealized -12.9%
DGRW WISDOMTREE TR 0.0%
Value ($000) $9 Shares 150 Est. Cost $63.67 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $9 Shares 114 Est. Cost $95.14 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $9 Shares 20 Est. Cost $537.60 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $9 Shares 196 Est. Cost $50.39 Unrealized
GNTX GENTEX CORP 0.0%
Value ($000) $8 Shares 300 Est. Cost $31.10 Unrealized -6.4%
ITOT ISHARES TR 0.0%
Value ($000) $8 Shares 100 Est. Cost $106.98 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $8 Shares 83 Est. Cost $100.43 Unrealized
EZU ISHARES INC 0.0%
Value ($000) $8 Shares 225 Est. Cost $49.01 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $8 Shares 400 Est. Cost $22.10 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $8 Shares 225 Est. Cost $50.95 Unrealized -26.8%
COTY COTY INC 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $9.38 Unrealized -20.0%
DNP SELECT INCOME FD INC 0.0%
Value ($000) $8 Shares 738 Est. Cost $10.87 Unrealized
LRGF ISHARES TR 0.0%
Value ($000) $8 Shares 210 Est. Cost $46.56 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $8 Shares 1,300 Est. Cost $11.08 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $7 Shares 134 Est. Cost $47.30 Unrealized -8.0%
PIMCO INCOME STRATEGY FD 0.0%
Value ($000) $7 Shares 800 Est. Cost $10.97 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $7 Shares 171 Est. Cost $49.46 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $7 Shares 88 Est. Cost $92.76 Unrealized
ARCB ARCBEST CORP 0.0%
Value ($000) $7 Shares 100 Est. Cost $88.28 Unrealized -18.4%
EFG ISHARES TR 0.0%
Value ($000) $7 Shares 87 Est. Cost $110.29 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $7 Shares 20 Est. Cost $436.55 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $7 Shares 800 Est. Cost $18.03 Unrealized -18.6%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $7 Shares 56 Est. Cost $126.73 Unrealized -1.4%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $6 Shares 100 Est. Cost $55.02 Unrealized +9.1%
MIDD MIDDLEBY CORP 0.0%
Value ($000) $6 Shares 50 Est. Cost $182.44 Unrealized -20.9%
TPR TAPESTRY INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $36.62 Unrealized -19.4%
FSV FIRSTSERVICE CORP NEW 0.0%
Value ($000) $6 Shares 50 Est. Cost $148.42 Unrealized -17.1%
DCI DONALDSON INC 0.0%
Value ($000) $6 Shares 125 Est. Cost $55.29 Unrealized -14.2%
SWK STANLEY BLACK &DECKER INC 0.0%
Value ($000) $6 Shares 57 Est. Cost $148.00 Unrealized -27.9%
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $6 Shares 300 Est. Cost $31.10 Unrealized -23.9%
SPIRIT AEROSYSTEMS HLDGS INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $48.89 Unrealized
BROS DUTCH BROS INC 0.0%
Value ($000) $6 Shares 185 Est. Cost $51.02 Unrealized -19.7%
BLACKROCK ENHANCED EQUITY DI 0.0%
Value ($000) $6 Shares 662 Est. Cost $8.83 Unrealized
QURATE RETAIL INC 0.0%
Value ($000) $6 Shares 2,000 Est. Cost $2.87 Unrealized
GRC GORMAN RUPP CO 0.0%
Value ($000) $6 Shares 200 Est. Cost $42.77 Unrealized -27.3%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $6 Shares 50 Est. Cost $142.26 Unrealized -3.9%
IIPR INNOVATIVE INDL PPTYS INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $205.40 Unrealized
CHARGEPOINT HOLDINGS INC 0.0%
Value ($000) $5 Shares 400 Est. Cost $19.05 Unrealized
EMN EASTMAN CHEM CO 0.0%
Value ($000) $5 Shares 60 Est. Cost $95.16 Unrealized -5.6%
EEM ISHARES TR 0.0%
Value ($000) $5 Shares 125 Est. Cost $45.15 Unrealized
ICOSAVAX INC 0.0%
Value ($000) $5 Shares 850 Est. Cost $22.88 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $5 Shares 83 Est. Cost $68.96 Unrealized -11.7%
ARKK ARK ETF TR 0.0%
Value ($000) $5 Shares 120 Est. Cost $94.59 Unrealized
DGRO ISHARES TR 0.0%
Value ($000) $5 Shares 100 Est. Cost $53.41 Unrealized
NVAX NOVAVAX INC 0.0%
Value ($000) $5 Shares 90 Est. Cost $171.82 Unrealized -69.9%
NKE NIKE INC 0.0%
Value ($000) $5 Shares 45 Est. Cost $126.43 Unrealized -12.0%
IXUS ISHARES TR 0.0%
Value ($000) $4 Shares 78 Est. Cost $57.03 Unrealized
GIGB GOLDMAN SACHS ETF TR 0.0%
Value ($000) $4 Shares 92 Est. Cost $54.09 Unrealized
EMBC EMBECTA CORP 0.0%
Value ($000) $4 Shares 160 Est. Cost $25.42 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $4 Shares 12 Est. Cost $356.48 Unrealized -20.5%
VLUE ISHARES TR 0.0%
Value ($000) $4 Shares 39 Est. Cost $109.46 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $3 Shares 46 Est. Cost $73.61 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $3 Shares 60 Est. Cost $76.29 Unrealized -12.8%
CHAMPIONX CORPORATION 0.0%
Value ($000) $3 Shares 165 Est. Cost $20.21 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $3 Shares 34 Est. Cost $88.48 Unrealized 0.0%
ARKG ARK ETF TR 0.0%
Value ($000) $3 Shares 100 Est. Cost $45.93 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $3 Shares 65 Est. Cost $48.12 Unrealized
BIDU BAIDU INC 0.0%
Value ($000) $3 Shares 20 Est. Cost $148.80 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $3 Shares 58 Est. Cost $51.85 Unrealized +3.1%
IYE ISHARES TR 0.0%
Value ($000) $3 Shares 74 Est. Cost $30.09 Unrealized
PATH UIPATH INC 0.0%
Value ($000) $3 Shares 150 Est. Cost $33.70 Unrealized -44.5%
ESGE ISHARES INC 0.0%
Value ($000) $3 Shares 80 Est. Cost $39.75 Unrealized
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 130 Est. Cost $25.92 Unrealized -12.9%
COMT ISHARES U S ETF TR 0.0%
Value ($000) $2 Shares 61 Est. Cost $30.89 Unrealized
IXG ISHARES TR 0.0%
Value ($000) $2 Shares 35 Est. Cost $80.06 Unrealized
IEZ ISHARES TR 0.0%
Value ($000) $2 Shares 144 Est. Cost $12.89 Unrealized
FGD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $2 Shares 105 Est. Cost $21.74 Unrealized
IXN ISHARES TR 0.0%
Value ($000) $2 Shares 49 Est. Cost $64.39 Unrealized
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $2 Shares 67 Est. Cost $30.15 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $2 Shares 50 Est. Cost $41.02 Unrealized -4.2%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $43.11 Unrealized -38.4%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $2 Shares 15 Est. Cost $127.00 Unrealized
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $2 Shares 120 Est. Cost $14.93 Unrealized
ZIMVIE INC 0.0%
Value ($000) $2 Shares 115 Est. Cost $22.84 Unrealized
BYND BEYOND MEAT INC 0.0%
Value ($000) $2 Shares 75 Est. Cost $85.07 Unrealized -62.4%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $2 Shares 17 Est. Cost $76.31 Unrealized +11.9%
GPRO GOPRO INC 0.0%
Value ($000) $2 Shares 300 Est. Cost $9.92 Unrealized -26.3%
ADPT ADAPTIVE BIOTECHNOLOGIES COR 0.0%
Value ($000) $2 Shares 200 Est. Cost $30.65 Unrealized -71.3%
FXD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $2 Shares 35 Est. Cost $44.74 Unrealized
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $2 Shares 42 Est. Cost $38.96 Unrealized -16.8%
WAB WABTEC 0.0%
Value ($000) $1 Shares 17 Est. Cost $89.57 Unrealized -2.5%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $102.83 Unrealized -30.8%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $1 Shares 35 Est. Cost $12.60 Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $1 Shares 124 Est. Cost $21.59 Unrealized -46.1%
LIQTECH INTL INC 0.0%
Value ($000) $1 Shares 2,500 Est. Cost $0.45 Unrealized
CDK GLOBAL INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $41.75 Unrealized
AVNW AVIAT NETWORKS INC 0.0%
Value ($000) $1 Shares 32 Est. Cost $30.08 Unrealized -3.8%
ASIX ADVANSIX INC 0.0%
Value ($000) $1 Shares 22 Est. Cost $42.15 Unrealized -2.6%
ALLAKOS INC 0.0%
Value ($000) $0 Shares 150 Est. Cost $9.79 Unrealized
RYAM RAYONIER ADVANCED MATLS INC 0.0%
Value ($000) $0 Shares 174 Est. Cost $6.50 Unrealized -31.0%
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $0 Shares 50 Est. Cost $27.39 Unrealized -51.3%
VNT VONTIER CORPORATION 0.0%
Value ($000) $0 Shares 18 Est. Cost $26.21 Unrealized -2.2%
AVNS AVANOS MED INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $32.33 Unrealized -11.1%
PJT PJT PARTNERS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $76.36 Unrealized -12.2%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $290.76 Unrealized -67.3%
SLVM SYLVAMO CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $26.31 Unrealized +44.0%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $48.26 Unrealized 0.0%
INOVIO PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $1.71 Unrealized
AQUABOUNTY TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $2.00 Unrealized