BROWN, LISLE/CUMMINGS, INC. Diversified Active

CIK: 0000014745 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jul 1, 2024

Total Value ($000): $186,226 (100.0% shares, 0.0% debt)

Holdings (521)

SPY SPDR S&P 500 ETF TR 5.4%
Value ($000) $9,969 Shares 26,067 Est. Cost $459.97 Unrealized
AAPL APPLE INC 2.8%
Value ($000) $5,164 Shares 39,745 Est. Cost $154.73 Unrealized -9.1%
ACN ACCENTURE PLC IRELAND 2.7%
Value ($000) $5,058 Shares 18,956 Est. Cost $332.76 Unrealized -20.6%
ICE INTERCONTINENTAL EXCHANGE IN 2.7%
Value ($000) $4,950 Shares 48,255 Est. Cost $123.88 Unrealized -22.9%
AMGN AMGEN INC 2.6%
Value ($000) $4,899 Shares 18,654 Est. Cost $186.86 Unrealized +29.9%
MSFT MICROSOFT CORP 2.4%
Value ($000) $4,542 Shares 18,939 Est. Cost $306.26 Unrealized -23.6%
SUB ISHARES TR 2.1%
Value ($000) $3,883 Shares 37,237 Est. Cost $107.37 Unrealized
WPC WP CAREY INC 2.0%
Value ($000) $3,765 Shares 48,183 Est. Cost $81.80 Unrealized
GOOGL ALPHABET INC 1.9%
Value ($000) $3,548 Shares 40,210 Est. Cost $110.87 Unrealized -14.9%
ABBV ABBVIE INC 1.7%
Value ($000) $3,227 Shares 19,968 Est. Cost $101.71 Unrealized +34.9%
VEEV VEEVA SYS INC 1.7%
Value ($000) $3,177 Shares 19,688 Est. Cost $285.67 Unrealized -40.2%
TMO THERMO FISHER SCIENTIFIC INC 1.6%
Value ($000) $3,055 Shares 5,548 Est. Cost $611.79 Unrealized -14.2%
BSX BOSTON SCIENTIFIC CORP 1.5%
Value ($000) $2,873 Shares 62,092 Est. Cost $42.10 Unrealized +2.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.5%
Value ($000) $2,862 Shares 9,265 Est. Cost $289.88 Unrealized +2.4%
FISV FISERV INC 1.5%
Value ($000) $2,826 Shares 27,960 Est. Cost $103.14 Unrealized -3.4%
NVO NOVO-NORDISK A S 1.5%
Value ($000) $2,805 Shares 20,725 Est. Cost $111.89 Unrealized
AMZN AMAZON COM INC 1.5%
Value ($000) $2,764 Shares 32,910 Est. Cost $126.93 Unrealized -22.2%
CNI CANADIAN NATL RY CO 1.4%
Value ($000) $2,615 Shares 21,993 Est. Cost $114.88 Unrealized -2.3%
MINT PIMCO ETF TR 1.2%
Value ($000) $2,216 Shares 22,465 Est. Cost $101.56 Unrealized
HON HONEYWELL INTL INC 1.1%
Value ($000) $2,109 Shares 9,840 Est. Cost $182.31 Unrealized -1.9%
GOOG ALPHABET INC 1.1%
Value ($000) $2,097 Shares 23,637 Est. Cost $112.35 Unrealized -15.7%
ARCC ARES CAPITAL CORP 1.1%
Value ($000) $2,048 Shares 110,875 Est. Cost $13.94 Unrealized -0.6%
JPM JPMORGAN CHASE &CO 1.1%
Value ($000) $2,000 Shares 14,916 Est. Cost $147.57 Unrealized -20.3%
MRSH MARSH &MCLENNAN COS INC 1.1%
Value ($000) $1,980 Shares 11,965 Est. Cost $156.11 Unrealized -0.1%
MRK MERCK &CO INC 1.0%
Value ($000) $1,948 Shares 17,560 Est. Cost $70.61 Unrealized +31.4%
CVS CVS HEALTH CORP 1.0%
Value ($000) $1,924 Shares 20,649 Est. Cost $80.88 Unrealized +6.3%
TROW PRICE T ROWE GROUP INC 1.0%
Value ($000) $1,866 Shares 17,110 Est. Cost $138.86 Unrealized -29.8%
CVX CHEVRON CORP NEW 1.0%
Value ($000) $1,841 Shares 10,258 Est. Cost $96.58 Unrealized +58.7%
SYY SYSCO CORP 1.0%
Value ($000) $1,818 Shares 23,774 Est. Cost $69.63 Unrealized +6.2%
BMY BRISTOL-MYERS SQUIBB CO 1.0%
Value ($000) $1,792 Shares 24,900 Est. Cost $50.75 Unrealized +28.5%
BX BLACKSTONE INC 0.9%
Value ($000) $1,707 Shares 23,006 Est. Cost $113.96 Unrealized -31.0%
ECL ECOLAB INC 0.9%
Value ($000) $1,666 Shares 11,445 Est. Cost $205.01 Unrealized -30.8%
V VISA INC 0.8%
Value ($000) $1,568 Shares 7,548 Est. Cost $207.86 Unrealized -5.2%
DE DEERE &CO 0.8%
Value ($000) $1,566 Shares 3,652 Est. Cost $329.68 Unrealized +17.9%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $1,541 Shares 13,975 Est. Cost $54.76 Unrealized +75.8%
XLI SELECT SECTOR SPDR TR 0.8%
Value ($000) $1,535 Shares 15,626 Est. Cost $104.95 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.7%
Value ($000) $1,391 Shares 6,680 Est. Cost $207.37 Unrealized +1.8%
VCSH VANGUARD SCOTTSDALE FDS 0.7%
Value ($000) $1,378 Shares 18,321 Est. Cost $80.80 Unrealized
TXN TEXAS INSTRS INC 0.7%
Value ($000) $1,302 Shares 7,878 Est. Cost $167.78 Unrealized -9.5%
VRP INVESCO EXCH TRADED FD TR II 0.7%
Value ($000) $1,293 Shares 57,765 Est. Cost $25.92 Unrealized
COST COSTCO WHSL CORP NEW 0.7%
Value ($000) $1,225 Shares 2,683 Est. Cost $488.59 Unrealized -4.1%
JNJ JOHNSON &JOHNSON 0.7%
Value ($000) $1,211 Shares 6,854 Est. Cost $145.84 Unrealized +7.7%
IWF ISHARES TR 0.6%
Value ($000) $1,184 Shares 5,528 Est. Cost $305.59 Unrealized
XLP SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,184 Shares 15,886 Est. Cost $76.68 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.6%
Value ($000) $1,156 Shares 800 Est. Cost $1511.82 Unrealized -11.5%
IJH ISHARES TR 0.6%
Value ($000) $1,073 Shares 4,437 Est. Cost $283.10 Unrealized
RIO RIO TINTO PLC 0.6%
Value ($000) $1,070 Shares 15,025 Est. Cost $78.00 Unrealized
PFE PFIZER INC 0.5%
Value ($000) $1,023 Shares 19,967 Est. Cost $40.25 Unrealized -0.2%
PNC PNC FINL SVCS GROUP INC 0.5%
Value ($000) $964 Shares 6,101 Est. Cost $174.29 Unrealized -20.1%
NOC NORTHROP GRUMMAN CORP 0.5%
Value ($000) $955 Shares 1,750 Est. Cost $348.21 Unrealized +42.2%
NFLX NETFLIX INC 0.5%
Value ($000) $950 Shares 3,222 Est. Cost $51.70 Unrealized -45.7%
CMI CUMMINS INC 0.5%
Value ($000) $893 Shares 3,685 Est. Cost $205.83 Unrealized +7.3%
SYK STRYKER CORPORATION 0.5%
Value ($000) $875 Shares 3,579 Est. Cost $246.18 Unrealized -10.7%
XLB SELECT SECTOR SPDR TR 0.5%
Value ($000) $856 Shares 11,023 Est. Cost $89.25 Unrealized
DHR DANAHER CORPORATION 0.4%
Value ($000) $791 Shares 2,981 Est. Cost $251.41 Unrealized -9.3%
OGN ORGANON &CO 0.4%
Value ($000) $774 Shares 27,709 Est. Cost $27.28 Unrealized -19.5%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $745 Shares 18,911 Est. Cost $39.81 Unrealized -22.7%
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $744 Shares 4,912 Est. Cost $133.20 Unrealized -2.6%
LLY LILLY ELI &CO 0.4%
Value ($000) $744 Shares 2,033 Est. Cost $253.88 Unrealized +36.2%
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $729 Shares 2,938 Est. Cost $186.22 Unrealized +22.9%
VHT VANGUARD WORLD FDS 0.4%
Value ($000) $728 Shares 2,935 Est. Cost $258.87 Unrealized
T AT&T INC 0.4%
Value ($000) $727 Shares 39,465 Est. Cost $14.69 Unrealized +2.8%
VEU VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $716 Shares 14,281 Est. Cost $59.21 Unrealized
PANW PALO ALTO NETWORKS INC 0.4%
Value ($000) $702 Shares 5,034 Est. Cost $86.59 Unrealized -7.3%
META META PLATFORMS INC 0.4%
Value ($000) $698 Shares 5,800 Est. Cost $291.17 Unrealized -60.0%
ONEY SPDR SER TR 0.4%
Value ($000) $692 Shares 7,387 Est. Cost $99.14 Unrealized
EL LAUDER ESTEE COS INC 0.4%
Value ($000) $687 Shares 2,767 Est. Cost $273.47 Unrealized -22.8%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $652 Shares 3,408 Est. Cost $241.42 Unrealized
CI CIGNA CORP NEW 0.3%
Value ($000) $649 Shares 1,958 Est. Cost $197.24 Unrealized +51.5%
MMM 3M CO 0.3%
Value ($000) $647 Shares 5,393 Est. Cost $116.38 Unrealized -22.1%
QCOM QUALCOMM INC 0.3%
Value ($000) $645 Shares 5,865 Est. Cost $140.64 Unrealized -22.6%
VIS VANGUARD WORLD FDS 0.3%
Value ($000) $644 Shares 3,525 Est. Cost $201.91 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $634 Shares 1,196 Est. Cost $422.57 Unrealized +18.4%
DXJ WISDOMTREE TR 0.3%
Value ($000) $620 Shares 9,637 Est. Cost $62.53 Unrealized
CE CELANESE CORP DEL 0.3%
Value ($000) $613 Shares 6,000 Est. Cost $151.80 Unrealized -37.8%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $611 Shares 1,256 Est. Cost $322.64 Unrealized +32.2%
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $611 Shares 4,352 Est. Cost $146.86 Unrealized
DXC DXC TECHNOLOGY CO 0.3%
Value ($000) $608 Shares 22,950 Est. Cost $32.55 Unrealized -14.6%
WAT WATERS CORP 0.3%
Value ($000) $606 Shares 1,769 Est. Cost $327.60 Unrealized -3.4%
ASML ASML HOLDING N V 0.3%
Value ($000) $601 Shares 1,100 Est. Cost $796.14 Unrealized
CRM SALESFORCE INC 0.3%
Value ($000) $600 Shares 4,524 Est. Cost $270.39 Unrealized -46.7%
IJR ISHARES TR 0.3%
Value ($000) $599 Shares 6,330 Est. Cost $112.53 Unrealized
KMB KIMBERLY-CLARK CORP 0.3%
Value ($000) $585 Shares 4,307 Est. Cost $115.18 Unrealized -2.1%
BOND PIMCO ETF TR 0.3%
Value ($000) $582 Shares 6,436 Est. Cost $109.41 Unrealized
SBUX STARBUCKS CORP 0.3%
Value ($000) $571 Shares 5,752 Est. Cost $99.72 Unrealized -12.2%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $558 Shares 6,504 Est. Cost $58.59 Unrealized +20.8%
PEP PEPSICO INC 0.3%
Value ($000) $539 Shares 2,986 Est. Cost $144.63 Unrealized +11.2%
BUD ANHEUSER BUSCH INBEV SA/NV 0.3%
Value ($000) $535 Shares 8,908 Est. Cost $59.14 Unrealized
ENB ENBRIDGE INC 0.3%
Value ($000) $532 Shares 13,606 Est. Cost $33.26 Unrealized -4.3%
INTC INTEL CORP 0.3%
Value ($000) $529 Shares 20,019 Est. Cost $47.17 Unrealized -43.5%
ZTS ZOETIS INC 0.3%
Value ($000) $524 Shares 3,575 Est. Cost $204.66 Unrealized -30.0%
A AGILENT TECHNOLOGIES INC 0.3%
Value ($000) $524 Shares 3,500 Est. Cost $151.43 Unrealized -7.8%
CSCO CISCO SYS INC 0.3%
Value ($000) $511 Shares 10,719 Est. Cost $50.00 Unrealized -17.1%
MSA MSA SAFETY INC 0.3%
Value ($000) $498 Shares 3,456 Est. Cost $142.53 Unrealized -8.1%
KHC KRAFT HEINZ CO 0.3%
Value ($000) $496 Shares 12,172 Est. Cost $29.74 Unrealized +9.3%
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $492 Shares 2,235 Est. Cost $210.30 Unrealized -6.1%
RTX RAYTHEON TECHNOLOGIES CORP 0.3%
Value ($000) $481 Shares 4,766 Est. Cost $82.90 Unrealized +5.7%
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $479 Shares 3,528 Est. Cost $136.57 Unrealized
DOW DOW INC 0.3%
Value ($000) $478 Shares 9,493 Est. Cost $45.09 Unrealized -10.1%
TSLA TESLA INC 0.3%
Value ($000) $473 Shares 3,840 Est. Cost $297.98 Unrealized -36.5%
SRLN SSGA ACTIVE ETF TR 0.3%
Value ($000) $470 Shares 11,482 Est. Cost $44.44 Unrealized
APD AIR PRODS &CHEMS INC 0.2%
Value ($000) $459 Shares 1,489 Est. Cost $261.84 Unrealized -0.9%
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $457 Shares 1,970 Est. Cost $214.14 Unrealized +5.6%
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $451 Shares 5,993 Est. Cost $80.83 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $443 Shares 6,967 Est. Cost $49.37 Unrealized +11.2%
C CITIGROUP INC 0.2%
Value ($000) $442 Shares 9,766 Est. Cost $56.86 Unrealized -28.7%
SPG SIMON PPTY GROUP INC NEW 0.2%
Value ($000) $430 Shares 3,660 Est. Cost $120.89 Unrealized -22.7%
BA BOEING CO 0.2%
Value ($000) $428 Shares 2,248 Est. Cost $206.36 Unrealized -20.7%
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $418 Shares 5,876 Est. Cost $201.49 Unrealized -60.4%
FDX FEDEX CORP 0.2%
Value ($000) $403 Shares 2,327 Est. Cost $214.79 Unrealized -27.8%
HD HOME DEPOT INC 0.2%
Value ($000) $403 Shares 1,275 Est. Cost $329.60 Unrealized -14.7%
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $399 Shares 3,685 Est. Cost $97.76 Unrealized
CFG CITIZENS FINL GROUP INC 0.2%
Value ($000) $395 Shares 10,028 Est. Cost $38.44 Unrealized -11.7%
VXUS VANGUARD STAR FDS 0.2%
Value ($000) $393 Shares 7,604 Est. Cost $61.19 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $387 Shares 2,750 Est. Cost $107.54 Unrealized +14.4%
BAC BANK AMERICA CORP 0.2%
Value ($000) $384 Shares 11,601 Est. Cost $41.02 Unrealized -22.7%
IWD ISHARES TR 0.2%
Value ($000) $376 Shares 2,477 Est. Cost $164.11 Unrealized
BLACKROCK HEALTH SCIENCS TR 0.2%
Value ($000) $360 Shares 23,331 Est. Cost $20.90 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $357 Shares 1,356 Est. Cost $231.48 Unrealized +5.9%
EMR EMERSON ELEC CO 0.2%
Value ($000) $344 Shares 3,583 Est. Cost $86.47 Unrealized -2.2%
CGNX COGNEX CORP 0.2%
Value ($000) $330 Shares 7,000 Est. Cost $78.45 Unrealized -41.7%
TOL TOLL BROTHERS INC 0.2%
Value ($000) $322 Shares 6,450 Est. Cost $58.71 Unrealized -21.7%
O REALTY INCOME CORP 0.2%
Value ($000) $320 Shares 5,040 Est. Cost $56.13 Unrealized -7.0%
PKG PACKAGING CORP AMER 0.2%
Value ($000) $309 Shares 2,413 Est. Cost $118.44 Unrealized -3.6%
ALGN ALIGN TECHNOLOGY INC 0.2%
Value ($000) $306 Shares 1,450 Est. Cost $642.93 Unrealized -68.9%
FDVV FIDELITY COVINGTON TRUST 0.2%
Value ($000) $300 Shares 8,050 Est. Cost $40.08 Unrealized
GSK GSK PLC 0.2%
Value ($000) $289 Shares 8,229 Est. Cost $29.43 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $287 Shares 6,550 Est. Cost $45.26 Unrealized
RYN RAYONIER INC 0.2%
Value ($000) $280 Shares 8,493 Est. Cost $39.76 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $279 Shares 1,170 Est. Cost $216.19 Unrealized +5.9%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $277 Shares 1,875 Est. Cost $161.79 Unrealized -12.0%
MGM MGM RESORTS INTERNATIONAL 0.1%
Value ($000) $277 Shares 8,250 Est. Cost $42.06 Unrealized -17.7%
WESTROCK CO 0.1%
Value ($000) $277 Shares 7,867 Est. Cost $43.26 Unrealized
YUM YUM BRANDS INC 0.1%
Value ($000) $275 Shares 2,150 Est. Cost $117.96 Unrealized -3.3%
GGG GRACO INC 0.1%
Value ($000) $274 Shares 4,079 Est. Cost $71.91 Unrealized -11.0%
IGSB ISHARES TR 0.1%
Value ($000) $273 Shares 5,475 Est. Cost $50.55 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $272 Shares 3,133 Est. Cost $138.33 Unrealized -32.4%
FDRR FIDELITY COVINGTON TRUST 0.1%
Value ($000) $271 Shares 6,800 Est. Cost $44.23 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $261 Shares 3,875 Est. Cost $83.01 Unrealized
NEW YORK CMNTY BANCORP INC 0.1%
Value ($000) $257 Shares 29,838 Est. Cost $11.47 Unrealized
NTR NUTRIEN LTD 0.1%
Value ($000) $251 Shares 3,434 Est. Cost $61.80 Unrealized +15.1%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $249 Shares 1,435 Est. Cost $166.35 Unrealized -11.0%
NGG NATIONAL GRID PLC 0.1%
Value ($000) $245 Shares 4,069 Est. Cost $71.51 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $245 Shares 2,230 Est. Cost $115.90 Unrealized -15.8%
PFF ISHARES TR 0.1%
Value ($000) $243 Shares 7,955 Est. Cost $39.43 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $240 Shares 1,375 Est. Cost $222.45 Unrealized
CPB CAMPBELL SOUP CO 0.1%
Value ($000) $237 Shares 4,179 Est. Cost $36.70 Unrealized +28.4%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $237 Shares 6,335 Est. Cost $49.54 Unrealized
BDX BECTON DICKINSON &CO 0.1%
Value ($000) $230 Shares 903 Est. Cost $223.46 Unrealized -0.1%
IDV ISHARES TR 0.1%
Value ($000) $224 Shares 8,261 Est. Cost $31.21 Unrealized
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $224 Shares 700 Est. Cost $441.52 Unrealized
BLACKROCK INC 0.1%
Value ($000) $223 Shares 314 Est. Cost $861.42 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $214 Shares 1,076 Est. Cost $217.42 Unrealized -13.4%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $212 Shares 4,666 Est. Cost $51.03 Unrealized -23.1%
LINDE PLC 0.1%
Value ($000) $212 Shares 650 Est. Cost $344.59 Unrealized
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $202 Shares 2,405 Est. Cost $58.46 Unrealized -17.2%
SHOP SHOPIFY INC 0.1%
Value ($000) $198 Shares 5,700 Est. Cost $46.64 Unrealized -26.8%
PARAMOUNT GLOBAL 0.1%
Value ($000) $197 Shares 11,675 Est. Cost $23.17 Unrealized
IHE ISHARES TR 0.1%
Value ($000) $197 Shares 1,056 Est. Cost $199.39 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $194 Shares 2,325 Est. Cost $76.52 Unrealized -3.5%
PNRG PRIMEENERGY RESOURCES CORP 0.1%
Value ($000) $194 Shares 2,233 Est. Cost $80.25 Unrealized 0.0%
GIS GENERAL MLS INC 0.1%
Value ($000) $193 Shares 2,300 Est. Cost $55.25 Unrealized +32.0%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $192 Shares 725 Est. Cost $288.95 Unrealized -15.6%
PPG PPG INDS INC 0.1%
Value ($000) $191 Shares 1,518 Est. Cost $147.48 Unrealized -22.4%
F FORD MTR CO DEL 0.1%
Value ($000) $189 Shares 16,241 Est. Cost $13.84 Unrealized -27.3%
GM GENERAL MTRS CO 0.1%
Value ($000) $188 Shares 5,600 Est. Cost $56.19 Unrealized -36.4%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $188 Shares 1,145 Est. Cost $160.53 Unrealized -8.0%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $181 Shares 2,631 Est. Cost $29.21 Unrealized -14.4%
CCI CROWN CASTLE INC 0.1%
Value ($000) $172 Shares 1,270 Est. Cost $142.28 Unrealized -20.1%
ORCL ORACLE CORP 0.1%
Value ($000) $168 Shares 2,050 Est. Cost $88.90 Unrealized -17.7%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $168 Shares 1,125 Est. Cost $153.95 Unrealized -3.1%
GEN GEN DIGITAL INC 0.1%
Value ($000) $167 Shares 7,800 Est. Cost $23.20 Unrealized -10.9%
AGG ISHARES TR 0.1%
Value ($000) $166 Shares 1,713 Est. Cost $114.08 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $165 Shares 2,309 Est. Cost $54.72 Unrealized +9.0%
AVY AVERY DENNISON CORP 0.1%
Value ($000) $165 Shares 910 Est. Cost $160.04 Unrealized +5.1%
AZEK CO INC 0.1%
Value ($000) $160 Shares 7,875 Est. Cost $40.71 Unrealized
YETI YETI HLDGS INC 0.1%
Value ($000) $159 Shares 3,850 Est. Cost $91.78 Unrealized -59.1%
ADSK AUTODESK INC 0.1%
Value ($000) $159 Shares 850 Est. Cost $291.48 Unrealized -31.2%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $157 Shares 1,988 Est. Cost $70.87 Unrealized -1.6%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $155 Shares 630 Est. Cost $255.22 Unrealized -13.6%
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $155 Shares 2,047 Est. Cost $65.06 Unrealized +4.0%
SWK STANLEY BLACK &DECKER INC 0.1%
Value ($000) $154 Shares 2,056 Est. Cost $72.98 Unrealized -5.6%
LITE LUMENTUM HLDGS INC 0.1%
Value ($000) $153 Shares 2,925 Est. Cost $91.05 Unrealized -32.5%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $150 Shares 3,634 Est. Cost $44.07 Unrealized -7.3%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $147 Shares 4,210 Est. Cost $45.15 Unrealized -33.4%
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $145 Shares 2,500 Est. Cost $60.83 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $141 Shares 1,169 Est. Cost $122.59 Unrealized
TRI CONTL CORP 0.1%
Value ($000) $140 Shares 5,475 Est. Cost $33.19 Unrealized
TRU TRANSUNION 0.1%
Value ($000) $138 Shares 2,425 Est. Cost $112.10 Unrealized -48.6%
VTRS VIATRIS INC 0.1%
Value ($000) $135 Shares 12,160 Est. Cost $11.05 Unrealized -18.1%
COP CONOCOPHILLIPS 0.1%
Value ($000) $134 Shares 1,133 Est. Cost $68.05 Unrealized +60.8%
HANESBRANDS INC 0.1%
Value ($000) $132 Shares 20,744 Est. Cost $13.65 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $131 Shares 2,359 Est. Cost $60.19 Unrealized
SJNK SPDR SER TR 0.1%
Value ($000) $130 Shares 5,354 Est. Cost $25.88 Unrealized
OLN OLIN CORP 0.1%
Value ($000) $130 Shares 2,450 Est. Cost $51.61 Unrealized -4.0%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $129 Shares 2,100 Est. Cost $34.13 Unrealized +73.9%
TIP ISHARES TR 0.1%
Value ($000) $129 Shares 1,208 Est. Cost $123.55 Unrealized
TSN TYSON FOODS INC 0.1%
Value ($000) $119 Shares 1,910 Est. Cost $70.42 Unrealized -17.2%
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $118 Shares 925 Est. Cost $125.81 Unrealized -10.3%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $117 Shares 3,084 Est. Cost $35.74 Unrealized -6.3%
IEFA ISHARES TR 0.1%
Value ($000) $117 Shares 1,893 Est. Cost $74.64 Unrealized
CF CF INDS HLDGS INC 0.1%
Value ($000) $116 Shares 1,366 Est. Cost $58.71 Unrealized +61.0%
VTWV VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $116 Shares 950 Est. Cost $145.30 Unrealized
INTU INTUIT 0.1%
Value ($000) $107 Shares 275 Est. Cost $421.00 Unrealized -7.6%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $105 Shares 394 Est. Cost $297.67 Unrealized
WASH WASHINGTON TR BANCORP INC 0.1%
Value ($000) $103 Shares 2,175 Est. Cost $41.93 Unrealized -9.7%
AVGO BROADCOM INC 0.1%
Value ($000) $101 Shares 180 Est. Cost $51.79 Unrealized -8.1%
QIAGEN NV 0.1%
Value ($000) $100 Shares 2,000 Est. Cost $55.58 Unrealized
XMLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $99 Shares 1,859 Est. Cost $52.58 Unrealized
LIT GLOBAL X FDS 0.1%
Value ($000) $98 Shares 1,676 Est. Cost $84.44 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $96 Shares 659 Est. Cost $26.04 Unrealized -43.8%
MRNA MODERNA INC 0.1%
Value ($000) $96 Shares 535 Est. Cost $252.95 Unrealized -35.4%
BGS B &G FOODS INC NEW 0.1%
Value ($000) $94 Shares 8,418 Est. Cost $18.68 Unrealized -46.4%
MPC MARATHON PETE CORP 0.0%
Value ($000) $93 Shares 800 Est. Cost $58.41 Unrealized +82.2%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $91 Shares 1,700 Est. Cost $28.71 Unrealized +60.5%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $90 Shares 1,650 Est. Cost $54.15 Unrealized -6.1%
STT STATE STR CORP 0.0%
Value ($000) $90 Shares 1,160 Est. Cost $81.94 Unrealized -19.4%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $90 Shares 625 Est. Cost $348.46 Unrealized -56.2%
CB CHUBB LIMITED 0.0%
Value ($000) $87 Shares 395 Est. Cost $177.58 Unrealized +12.6%
VOOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $85 Shares 610 Est. Cost $151.41 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $85 Shares 560 Est. Cost $171.75 Unrealized
TXT TEXTRON INC 0.0%
Value ($000) $83 Shares 1,175 Est. Cost $73.92 Unrealized -8.5%
SPYG SPDR SER TR 0.0%
Value ($000) $83 Shares 1,630 Est. Cost $72.47 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $80 Shares 230 Est. Cost $337.80 Unrealized -4.3%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $80 Shares 12,400 Est. Cost $16.18 Unrealized -53.2%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $79 Shares 944 Est. Cost $72.67 Unrealized -5.1%
MS MORGAN STANLEY 0.0%
Value ($000) $79 Shares 925 Est. Cost $86.77 Unrealized -11.5%
ETN EATON CORP PLC 0.0%
Value ($000) $78 Shares 500 Est. Cost $155.46 Unrealized -5.5%
GAMCO GLOBAL GOLD NAT RES & 0.0%
Value ($000) $77 Shares 21,292 Est. Cost $3.74 Unrealized
GLATFELTER CORPORATION 0.0%
Value ($000) $77 Shares 27,800 Est. Cost $13.52 Unrealized
CSX CSX CORP 0.0%
Value ($000) $77 Shares 2,476 Est. Cost $33.29 Unrealized -13.7%
HLN HALEON PLC 0.0%
Value ($000) $76 Shares 9,556 Est. Cost $6.09 Unrealized
ENVESTNET INC 0.0%
Value ($000) $76 Shares 1,225 Est. Cost $79.34 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $75 Shares 315 Est. Cost $186.69 Unrealized +10.7%
IWN ISHARES TR 0.0%
Value ($000) $74 Shares 535 Est. Cost $140.03 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $74 Shares 1,028 Est. Cost $80.90 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $74 Shares 133 Est. Cost $452.39 Unrealized +21.2%
RPV INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $72 Shares 925 Est. Cost $81.35 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $71 Shares 788 Est. Cost $88.04 Unrealized
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $71 Shares 300 Est. Cost $250.54 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $71 Shares 450 Est. Cost $150.67 Unrealized +1.7%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $71 Shares 865 Est. Cost $61.44 Unrealized +8.5%
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $70 Shares 5,300 Est. Cost $17.02 Unrealized -20.2%
AROW ARROW FINL CORP 0.0%
Value ($000) $69 Shares 2,024 Est. Cost $29.01 Unrealized -0.9%
ICLN ISHARES TR 0.0%
Value ($000) $68 Shares 3,420 Est. Cost $20.80 Unrealized
GLW CORNING INC 0.0%
Value ($000) $66 Shares 2,075 Est. Cost $29.95 Unrealized -0.7%
NUVEEN MASSACHUSETS QLT MUN 0.0%
Value ($000) $66 Shares 6,207 Est. Cost $11.81 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $63 Shares 812 Est. Cost $99.14 Unrealized -25.9%
CLX CLOROX CO DEL 0.0%
Value ($000) $61 Shares 438 Est. Cost $145.62 Unrealized -12.2%
UNILEVER PLC 0.0%
Value ($000) $57 Shares 1,140 Est. Cost $53.67 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $57 Shares 442 Est. Cost $204.44 Unrealized
BP BP PLC 0.0%
Value ($000) $57 Shares 1,627 Est. Cost $26.76 Unrealized
RMD RESMED INC 0.0%
Value ($000) $56 Shares 270 Est. Cost $250.23 Unrealized -14.7%
GLD SPDR GOLD TR 0.0%
Value ($000) $56 Shares 329 Est. Cost $170.96 Unrealized
VICI VICI PPTYS INC 0.0%
Value ($000) $55 Shares 1,700 Est. Cost $22.68 Unrealized +18.9%
GBDC GOLUB CAP BDC INC 0.0%
Value ($000) $55 Shares 4,160 Est. Cost $9.99 Unrealized -7.5%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $54 Shares 75 Est. Cost $611.44 Unrealized +20.0%
WMT WALMART INC 0.0%
Value ($000) $54 Shares 380 Est. Cost $44.86 Unrealized +1.8%
EFA ISHARES TR 0.0%
Value ($000) $53 Shares 814 Est. Cost $78.68 Unrealized
AOS SMITH A O CORP 0.0%
Value ($000) $53 Shares 920 Est. Cost $70.77 Unrealized -25.3%
NUVEEN NEW YORK AMT QLT MUNI 0.0%
Value ($000) $52 Shares 5,036 Est. Cost $11.05 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $52 Shares 200 Est. Cost $308.06 Unrealized -22.8%
HYS PIMCO ETF TR 0.0%
Value ($000) $51 Shares 570 Est. Cost $99.11 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $51 Shares 749 Est. Cost $59.91 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $50 Shares 475 Est. Cost $122.38 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $50 Shares 626 Est. Cost $66.42 Unrealized +6.5%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $45 Shares 1,500 Est. Cost $24.02 Unrealized +11.5%
FNLC FIRST BANCORP INC ME 0.0%
Value ($000) $45 Shares 1,500 Est. Cost $24.25 Unrealized +3.2%
BCE BCE INC 0.0%
Value ($000) $44 Shares 1,000 Est. Cost $38.02 Unrealized -6.9%
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $42 Shares 650 Est. Cost $72.90 Unrealized -11.4%
WCBR WISDOMTREE TR 0.0%
Value ($000) $42 Shares 2,750 Est. Cost $25.63 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $42 Shares 500 Est. Cost $68.36 Unrealized -2.9%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $41 Shares 600 Est. Cost $102.06 Unrealized -35.9%
SMG SCOTTS MIRACLE-GRO CO 0.0%
Value ($000) $40 Shares 825 Est. Cost $113.67 Unrealized -61.8%
ROYCE VALUE TR INC 0.0%
Value ($000) $38 Shares 2,900 Est. Cost $17.65 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $38 Shares 822 Est. Cost $59.85 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $37 Shares 611 Est. Cost $62.13 Unrealized -13.6%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $37 Shares 174 Est. Cost $275.06 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $36 Shares 108 Est. Cost $363.32 Unrealized
HUN HUNTSMAN CORP 0.0%
Value ($000) $36 Shares 1,300 Est. Cost $32.64 Unrealized -16.7%
CSR CENTERSPACE 0.0%
Value ($000) $35 Shares 605 Est. Cost $109.32 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $35 Shares 192 Est. Cost $226.36 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $35 Shares 231 Est. Cost $137.99 Unrealized -2.3%
IWB ISHARES TR 0.0%
Value ($000) $35 Shares 167 Est. Cost $264.43 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $34 Shares 148 Est. Cost $163.59 Unrealized +29.7%
CHD CHURCH &DWIGHT CO INC 0.0%
Value ($000) $34 Shares 425 Est. Cost $81.98 Unrealized -9.8%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $34 Shares 160 Est. Cost $237.15 Unrealized -21.3%
CBU COMMUNITY BK SYS INC 0.0%
Value ($000) $34 Shares 533 Est. Cost $63.68 Unrealized -12.0%
ARKK ARK ETF TR 0.0%
Value ($000) $33 Shares 1,070 Est. Cost $38.35 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $33 Shares 245 Est. Cost $182.86 Unrealized
ARKX ARK ETF TR 0.0%
Value ($000) $32 Shares 2,550 Est. Cost $17.51 Unrealized
SPYV SPDR SER TR 0.0%
Value ($000) $31 Shares 800 Est. Cost $40.74 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $31 Shares 174 Est. Cost $220.14 Unrealized
CHGG CHEGG INC 0.0%
Value ($000) $31 Shares 1,221 Est. Cost $40.56 Unrealized -37.3%
MET METLIFE INC 0.0%
Value ($000) $31 Shares 426 Est. Cost $55.61 Unrealized +17.1%
IVE ISHARES TR 0.0%
Value ($000) $31 Shares 211 Est. Cost $156.63 Unrealized
CWT CALIFORNIA WTR SVC GROUP 0.0%
Value ($000) $30 Shares 500 Est. Cost $58.50 Unrealized -4.9%
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $30 Shares 125 Est. Cost $213.29 Unrealized 0.0%
ROKU ROKU INC 0.0%
Value ($000) $30 Shares 725 Est. Cost $269.73 Unrealized -80.6%
PSX PHILLIPS 66 0.0%
Value ($000) $29 Shares 275 Est. Cost $64.72 Unrealized +41.2%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $29 Shares 300 Est. Cost $72.61 Unrealized +12.5%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $28 Shares 83 Est. Cost $384.73 Unrealized -16.9%
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $28 Shares 2,500 Est. Cost $23.63 Unrealized
BLACKROCK TAX MUNICPAL BD TR 0.0%
Value ($000) $28 Shares 1,650 Est. Cost $26.18 Unrealized
PUTNAM PREMIER INCOME TR 0.0%
Value ($000) $27 Shares 7,500 Est. Cost $4.27 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value ($000) $27 Shares 132 Est. Cost $225.43 Unrealized -10.0%
BAX BAXTER INTL INC 0.0%
Value ($000) $27 Shares 530 Est. Cost $73.17 Unrealized -32.2%
IVW ISHARES TR 0.0%
Value ($000) $27 Shares 460 Est. Cost $83.67 Unrealized
RUN SUNRUN INC 0.0%
Value ($000) $25 Shares 1,050 Est. Cost $46.80 Unrealized -43.0%
FLOT ISHARES TR 0.0%
Value ($000) $25 Shares 500 Est. Cost $50.73 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $25 Shares 2,617 Est. Cost $18.17 Unrealized -37.8%
IJS ISHARES TR 0.0%
Value ($000) $25 Shares 270 Est. Cost $104.49 Unrealized
NYT NEW YORK TIMES CO 0.0%
Value ($000) $24 Shares 750 Est. Cost $47.18 Unrealized -33.4%
COHEN &STEERS INFRASTRUCTUR 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $28.50 Unrealized
ICF ISHARES TR 0.0%
Value ($000) $24 Shares 433 Est. Cost $76.09 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $24 Shares 249 Est. Cost $81.19 Unrealized -0.3%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $23 Shares 225 Est. Cost $119.00 Unrealized -16.8%
ILMN ILLUMINA INC 0.0%
Value ($000) $23 Shares 112 Est. Cost $360.50 Unrealized -42.5%
XEL XCEL ENERGY INC 0.0%
Value ($000) $22 Shares 310 Est. Cost $56.85 Unrealized +4.8%
HE HAWAIIAN ELEC INDUSTRIES 0.0%
Value ($000) $21 Shares 504 Est. Cost $40.58 Unrealized -4.9%
DTE DTE ENERGY CO 0.0%
Value ($000) $21 Shares 175 Est. Cost $99.45 Unrealized +2.0%
LUCID GROUP INC 0.0%
Value ($000) $20 Shares 2,980 Est. Cost $38.05 Unrealized
BWA BORGWARNER INC 0.0%
Value ($000) $20 Shares 500 Est. Cost $37.80 Unrealized -13.9%
JLL JONES LANG LASALLE INC 0.0%
Value ($000) $20 Shares 125 Est. Cost $257.89 Unrealized -38.2%
TE CONNECTIVITY LTD 0.0%
Value ($000) $20 Shares 173 Est. Cost $114.80 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $19 Shares 425 Est. Cost $32.79 Unrealized +6.8%
TGT TARGET CORP 0.0%
Value ($000) $19 Shares 125 Est. Cost $199.54 Unrealized -29.4%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $19 Shares 500 Est. Cost $73.44 Unrealized -45.1%
ESGU ISHARES TR 0.0%
Value ($000) $18 Shares 209 Est. Cost $107.90 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $18 Shares 200 Est. Cost $118.79 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $17 Shares 44 Est. Cost $101.70 Unrealized -23.1%
CME CME GROUP INC 0.0%
Value ($000) $17 Shares 100 Est. Cost $181.95 Unrealized -17.0%
RS RELIANCE STEEL &ALUMINUM CO 0.0%
Value ($000) $16 Shares 80 Est. Cost $183.74 Unrealized +8.3%
DISCOVER FINL SVCS 0.0%
Value ($000) $16 Shares 165 Est. Cost $94.69 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $16 Shares 79 Est. Cost $203.81 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $16 Shares 193 Est. Cost $77.45 Unrealized -4.2%
WH WYNDHAM HOTELS &RESORTS INC 0.0%
Value ($000) $16 Shares 225 Est. Cost $83.56 Unrealized -15.4%
SJM SMUCKER J M CO 0.0%
Value ($000) $16 Shares 100 Est. Cost $111.01 Unrealized +20.3%
COLB COLUMBIA BKG SYS INC 0.0%
Value ($000) $15 Shares 507 Est. Cost $27.76 Unrealized -4.7%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $15 Shares 225 Est. Cost $235.14 Unrealized -67.7%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $15 Shares 90 Est. Cost $139.06 Unrealized +10.4%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $14 Shares 120 Est. Cost $100.68 Unrealized -5.0%
IVV ISHARES TR 0.0%
Value ($000) $14 Shares 37 Est. Cost $437.33 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $14 Shares 100 Est. Cost $121.46 Unrealized +22.5%
NXST NEXSTAR MEDIA GROUP INC 0.0%
Value ($000) $14 Shares 80 Est. Cost $162.72 Unrealized -4.8%
XMVTX BLACKROCK MUNIVEST FD II INC 0.0%
Value ($000) $14 Shares 1,334 Est. Cost $15.85 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $14 Shares 169 Est. Cost $116.01 Unrealized
DLN WISDOMTREE TR 0.0%
Value ($000) $14 Shares 225 Est. Cost $66.04 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $14 Shares 60 Est. Cost $208.02 Unrealized +5.5%
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $14 Shares 345 Est. Cost $37.56 Unrealized
HAS HASBRO INC 0.0%
Value ($000) $14 Shares 225 Est. Cost $80.69 Unrealized -32.7%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $14 Shares 400 Est. Cost $39.05 Unrealized
XTN SPDR SER TR 0.0%
Value ($000) $13 Shares 200 Est. Cost $94.36 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $13 Shares 108 Est. Cost $173.87 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $13 Shares 325 Est. Cost $47.24 Unrealized -17.7%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $13 Shares 31 Est. Cost $428.46 Unrealized -5.7%
UHS UNIVERSAL HLTH SVCS INC 0.0%
Value ($000) $13 Shares 95 Est. Cost $101.60 Unrealized +14.5%
SCHI SCHWAB STRATEGIC TR 0.0%
Value ($000) $13 Shares 310 Est. Cost $42.03 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $13 Shares 30 Est. Cost $517.67 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $13 Shares 120 Est. Cost $118.06 Unrealized -14.5%
AWR AMER STATES WTR CO 0.0%
Value ($000) $13 Shares 141 Est. Cost $86.36 Unrealized -1.5%
ABNB AIRBNB INC 0.0%
Value ($000) $13 Shares 150 Est. Cost $176.10 Unrealized -42.6%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $13 Shares 393 Est. Cost $28.13 Unrealized
DGRO ISHARES TR 0.0%
Value ($000) $13 Shares 250 Est. Cost $48.05 Unrealized
QLYS QUALYS INC 0.0%
Value ($000) $12 Shares 110 Est. Cost $140.93 Unrealized -11.4%
OATLY GROUP AB 0.0%
Value ($000) $12 Shares 7,000 Est. Cost $7.96 Unrealized
BERRY GLOBAL GROUP INC 0.0%
Value ($000) $12 Shares 200 Est. Cost $46.53 Unrealized
HRL HORMEL FOODS CORP 0.0%
Value ($000) $12 Shares 264 Est. Cost $41.90 Unrealized 0.0%
HEDJ WISDOMTREE TR 0.0%
Value ($000) $12 Shares 169 Est. Cost $80.16 Unrealized
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $12 Shares 200 Est. Cost $72.84 Unrealized -24.9%
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $11 Shares 175 Est. Cost $118.61 Unrealized -50.0%
FTV FORTIVE CORP 0.0%
Value ($000) $11 Shares 169 Est. Cost $47.40 Unrealized +0.8%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $11 Shares 500 Est. Cost $19.89 Unrealized -5.5%
RACE FERRARI N V 0.0%
Value ($000) $11 Shares 50 Est. Cost $199.01 Unrealized +3.6%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $10 Shares 30 Est. Cost $361.53 Unrealized -7.6%
IJT ISHARES TR 0.0%
Value ($000) $10 Shares 96 Est. Cost $138.80 Unrealized
IEO ISHARES TR 0.0%
Value ($000) $10 Shares 111 Est. Cost $61.24 Unrealized
CIEN CIENA CORP 0.0%
Value ($000) $10 Shares 200 Est. Cost $65.45 Unrealized -30.9%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $10 Shares 125 Est. Cost $170.66 Unrealized -52.7%
EMB ISHARES TR 0.0%
Value ($000) $10 Shares 116 Est. Cost $109.06 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $10 Shares 28 Est. Cost $314.87 Unrealized +2.1%
THO THOR INDS INC 0.0%
Value ($000) $9 Shares 125 Est. Cost $84.50 Unrealized -11.2%
TPH TRI POINTE HOMES INC 0.0%
Value ($000) $9 Shares 505 Est. Cost $17.65 Unrealized -1.5%
GRMN GARMIN LTD 0.0%
Value ($000) $9 Shares 100 Est. Cost $131.47 Unrealized -37.1%
SVB FINANCIAL GROUP 0.0%
Value ($000) $9 Shares 40 Est. Cost $395.00 Unrealized
ALSN ALLISON TRANSMISSION HLDGS I 0.0%
Value ($000) $9 Shares 220 Est. Cost $35.61 Unrealized +10.5%
NKE NIKE INC 0.0%
Value ($000) $9 Shares 78 Est. Cost $113.26 Unrealized -15.9%
DGRW WISDOMTREE TR 0.0%
Value ($000) $9 Shares 150 Est. Cost $63.67 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $9 Shares 196 Est. Cost $50.39 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.0%
Value ($000) $9 Shares 225 Est. Cost $38.81 Unrealized
EZU ISHARES INC 0.0%
Value ($000) $9 Shares 225 Est. Cost $49.01 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $9 Shares 140 Est. Cost $29.61 Unrealized +118.5%
MIDD MIDDLEBY CORP 0.0%
Value ($000) $9 Shares 65 Est. Cost $171.75 Unrealized -20.8%
GOGL GOLDEN OCEAN GROUP LTD 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $9.30 Unrealized
SNA SNAP ON INC 0.0%
Value ($000) $9 Shares 38 Est. Cost $197.24 Unrealized +5.5%
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $9 Shares 114 Est. Cost $95.14 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $9 Shares 71 Est. Cost $126.04 Unrealized -2.0%
HDV ISHARES TR 0.0%
Value ($000) $9 Shares 83 Est. Cost $100.43 Unrealized
COTY COTY INC 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $9.38 Unrealized -21.8%
ITOT ISHARES TR 0.0%
Value ($000) $8 Shares 100 Est. Cost $106.98 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $8 Shares 20 Est. Cost $537.60 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value ($000) $8 Shares 738 Est. Cost $10.87 Unrealized
MKC MCCORMICK &CO INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $74.83 Unrealized 0.0%
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $8 Shares 400 Est. Cost $22.10 Unrealized
CRI CARTERS INC 0.0%
Value ($000) $8 Shares 110 Est. Cost $65.60 Unrealized -5.4%
LRGF ISHARES TR 0.0%
Value ($000) $8 Shares 210 Est. Cost $46.56 Unrealized
GNTX GENTEX CORP 0.0%
Value ($000) $8 Shares 300 Est. Cost $31.10 Unrealized -14.2%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $8 Shares 75 Est. Cost $89.88 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $8 Shares 120 Est. Cost $134.42 Unrealized -50.9%
MAS MASCO CORP 0.0%
Value ($000) $8 Shares 165 Est. Cost $52.31 Unrealized -13.0%
CHARGEPOINT HOLDINGS INC 0.0%
Value ($000) $8 Shares 800 Est. Cost $14.29 Unrealized
TPR TAPESTRY INC 0.0%
Value ($000) $8 Shares 200 Est. Cost $36.62 Unrealized -14.3%
DCI DONALDSON INC 0.0%
Value ($000) $7 Shares 125 Est. Cost $55.29 Unrealized -1.7%
EFG ISHARES TR 0.0%
Value ($000) $7 Shares 87 Est. Cost $110.29 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $7 Shares 393 Est. Cost $13.20 Unrealized +15.0%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $7 Shares 20 Est. Cost $436.55 Unrealized
ARCB ARCBEST CORP 0.0%
Value ($000) $7 Shares 100 Est. Cost $88.28 Unrealized -14.0%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $7 Shares 88 Est. Cost $92.76 Unrealized
ICOSAVAX INC 0.0%
Value ($000) $7 Shares 850 Est. Cost $22.88 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $7 Shares 171 Est. Cost $49.46 Unrealized
PIMCO INCOME STRATEGY FD 0.0%
Value ($000) $6 Shares 800 Est. Cost $10.97 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $6 Shares 800 Est. Cost $18.03 Unrealized -52.2%
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $6 Shares 400 Est. Cost $15.06 Unrealized 0.0%
TEMPLETON EMERGING MKTS FD 0.0%
Value ($000) $6 Shares 560 Est. Cost $14.01 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $6 Shares 50 Est. Cost $142.26 Unrealized -8.2%
FSV FIRSTSERVICE CORP NEW 0.0%
Value ($000) $6 Shares 50 Est. Cost $148.42 Unrealized -18.2%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $6 Shares 100 Est. Cost $55.02 Unrealized -5.3%
BLACKROCK ENHANCED EQUITY DI 0.0%
Value ($000) $6 Shares 662 Est. Cost $8.83 Unrealized
SPIRIT AEROSYSTEMS HLDGS INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $48.89 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $6 Shares 83 Est. Cost $68.96 Unrealized -7.4%
ARKW ARK ETF TR 0.0%
Value ($000) $6 Shares 150 Est. Cost $38.55 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $6 Shares 140 Est. Cost $37.80 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $6 Shares 1,300 Est. Cost $11.08 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $5 Shares 82 Est. Cost $57.65 Unrealized
BROS DUTCH BROS INC 0.0%
Value ($000) $5 Shares 185 Est. Cost $51.02 Unrealized -35.2%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $5 Shares 21 Est. Cost $233.12 Unrealized 0.0%
GRC GORMAN RUPP CO 0.0%
Value ($000) $5 Shares 200 Est. Cost $42.77 Unrealized -38.2%
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value ($000) $5 Shares 346 Est. Cost $16.18 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $5 Shares 54 Est. Cost $90.93 Unrealized
IIPR INNOVATIVE INDL PPTYS INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $205.40 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $5 Shares 21 Est. Cost $224.77 Unrealized 0.0%
ARKG ARK ETF TR 0.0%
Value ($000) $5 Shares 175 Est. Cost $38.34 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $5 Shares 125 Est. Cost $45.15 Unrealized
IXUS ISHARES TR 0.0%
Value ($000) $5 Shares 78 Est. Cost $57.03 Unrealized
TTD THE TRADE DESK INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $56.90 Unrealized -10.9%
EMBC EMBECTA CORP 0.0%
Value ($000) $4 Shares 177 Est. Cost $25.58 Unrealized +5.8%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $4 Shares 240 Est. Cost $115.22 Unrealized -74.5%
SHEL SHELL PLC 0.0%
Value ($000) $4 Shares 75 Est. Cost $54.93 Unrealized
KMT KENNAMETAL INC 0.0%
Value ($000) $4 Shares 175 Est. Cost $30.60 Unrealized -27.1%
GIGB GOLDMAN SACHS ETF TR 0.0%
Value ($000) $4 Shares 92 Est. Cost $54.09 Unrealized
GNR SPDR INDEX SHS FDS 0.0%
Value ($000) $4 Shares 67 Est. Cost $49.46 Unrealized
SCHJ SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 81 Est. Cost $46.30 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $4 Shares 58 Est. Cost $51.85 Unrealized +4.5%
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $4 Shares 300 Est. Cost $31.10 Unrealized -59.9%
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 185 Est. Cost $18.69 Unrealized
VLUE ISHARES TR 0.0%
Value ($000) $4 Shares 39 Est. Cost $109.46 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $4 Shares 17 Est. Cost $190.19 Unrealized 0.0%
IYE ISHARES TR 0.0%
Value ($000) $3 Shares 74 Est. Cost $30.09 Unrealized
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $3 Shares 66 Est. Cost $51.80 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $3 Shares 46 Est. Cost $73.61 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $3 Shares 34 Est. Cost $88.48 Unrealized -2.0%
FXR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $3 Shares 65 Est. Cost $48.12 Unrealized
QURATE RETAIL INC 0.0%
Value ($000) $3 Shares 2,000 Est. Cost $2.87 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $291.87 Unrealized 0.0%
IEZ ISHARES TR 0.0%
Value ($000) $3 Shares 144 Est. Cost $12.89 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $3 Shares 60 Est. Cost $76.29 Unrealized -29.5%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $3 Shares 20 Est. Cost $102.83 Unrealized +44.1%
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $3 Shares 58 Est. Cost $49.14 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $3 Shares 55 Est. Cost $45.09 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $2 Shares 11 Est. Cost $40.21 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $43.11 Unrealized -36.5%
IXG ISHARES TR 0.0%
Value ($000) $2 Shares 35 Est. Cost $80.06 Unrealized
ESGE ISHARES INC 0.0%
Value ($000) $2 Shares 80 Est. Cost $39.75 Unrealized
FGD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $2 Shares 105 Est. Cost $21.74 Unrealized
BIDU BAIDU INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $148.80 Unrealized
EXPI EXP WORLD HLDGS INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $11.50 Unrealized 0.0%
IXN ISHARES TR 0.0%
Value ($000) $2 Shares 49 Est. Cost $64.39 Unrealized
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 130 Est. Cost $25.92 Unrealized -30.0%
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $2 Shares 26 Est. Cost $75.72 Unrealized 0.0%
FNCL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $2 Shares 41 Est. Cost $43.07 Unrealized
PATH UIPATH INC 0.0%
Value ($000) $2 Shares 150 Est. Cost $33.70 Unrealized -63.3%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $2 Shares 15 Est. Cost $127.00 Unrealized
WAB WABTEC 0.0%
Value ($000) $2 Shares 18 Est. Cost $89.81 Unrealized +4.6%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 39 Est. Cost $42.36 Unrealized
COMT ISHARES U S ETF TR 0.0%
Value ($000) $2 Shares 61 Est. Cost $30.89 Unrealized
FXD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $2 Shares 35 Est. Cost $44.74 Unrealized
RYAM RAYONIER ADVANCED MATLS INC 0.0%
Value ($000) $2 Shares 174 Est. Cost $6.50 Unrealized -2.1%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $2 Shares 42 Est. Cost $38.96 Unrealized -18.2%
FENY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $2 Shares 65 Est. Cost $19.86 Unrealized
ADPT ADAPTIVE BIOTECHNOLOGIES COR 0.0%
Value ($000) $2 Shares 200 Est. Cost $30.65 Unrealized -74.6%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 20 Est. Cost $66.45 Unrealized
GPRO GOPRO INC 0.0%
Value ($000) $1 Shares 300 Est. Cost $9.92 Unrealized -47.1%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $1 Shares 124 Est. Cost $21.59 Unrealized -53.4%
FCOM FIDELITY COVINGTON TRUST 0.0%
Value ($000) $1 Shares 43 Est. Cost $31.28 Unrealized
ALLAKOS INC 0.0%
Value ($000) $1 Shares 150 Est. Cost $9.79 Unrealized
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $1 Shares 50 Est. Cost $23.44 Unrealized
CC CHEMOURS CO 0.0%
Value ($000) $1 Shares 40 Est. Cost $26.65 Unrealized 0.0%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $1 Shares 120 Est. Cost $14.93 Unrealized
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $1 Shares 38 Est. Cost $27.76 Unrealized
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $1 Shares 47 Est. Cost $22.40 Unrealized
ZIMVIE INC 0.0%
Value ($000) $1 Shares 115 Est. Cost $22.84 Unrealized
FSTA FIDELITY COVINGTON TRUST 0.0%
Value ($000) $1 Shares 23 Est. Cost $40.13 Unrealized
AVNW AVIAT NETWORKS INC 0.0%
Value ($000) $1 Shares 32 Est. Cost $30.08 Unrealized +1.0%
LIQTECH INTL INC 0.0%
Value ($000) $1 Shares 2,500 Est. Cost $0.45 Unrealized
NVAX NOVAVAX INC 0.0%
Value ($000) $1 Shares 90 Est. Cost $171.82 Unrealized -89.7%
IEF ISHARES TR 0.0%
Value ($000) $1 Shares 9 Est. Cost $96.00 Unrealized
ASIX ADVANSIX INC 0.0%
Value ($000) $1 Shares 22 Est. Cost $42.15 Unrealized -17.6%
GLDM WORLD GOLD TR 0.0%
Value ($000) $1 Shares 23 Est. Cost $33.00 Unrealized
BWX SPDR SER TR 0.0%
Value ($000) $1 Shares 36 Est. Cost $20.83 Unrealized
FDIS FIDELITY COVINGTON TRUST 0.0%
Value ($000) $1 Shares 12 Est. Cost $60.83 Unrealized
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $1 Shares 16 Est. Cost $12.60 Unrealized
VNT VONTIER CORPORATION 0.0%
Value ($000) $0 Shares 23 Est. Cost $24.59 Unrealized -23.8%
AVNS AVANOS MED INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $32.33 Unrealized -24.4%
PJT PJT PARTNERS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $76.36 Unrealized -4.7%
TTCFQ TATTOOED CHEF INC 0.0%
Value ($000) $0 Shares 153 Est. Cost $2.97 Unrealized 0.0%
VC VISTEON CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $132.56 Unrealized 0.0%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $290.76 Unrealized -81.9%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $48.26 Unrealized +8.3%
FG F&G ANNUITIES &LIFE INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $18.85 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