BROWN, LISLE/CUMMINGS, INC. Diversified Active

CIK: 0000014745 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Jul 1, 2024

Total Value ($000): $197,106 (100.0% shares, 0.0% debt)

Holdings (533)

SPY SPDR S&P 500 ETF TR 5.5%
Value ($000) $10,903 Shares 26,632 Est. Cost $458.90 Unrealized
AAPL APPLE INC 3.4%
Value ($000) $6,624 Shares 40,170 Est. Cost $154.63 Unrealized -5.9%
MSFT MICROSOFT CORP 2.8%
Value ($000) $5,554 Shares 19,264 Est. Cost $305.30 Unrealized -18.3%
ACN ACCENTURE PLC IRELAND 2.8%
Value ($000) $5,525 Shares 19,331 Est. Cost $331.37 Unrealized -21.1%
ICE INTERCONTINENTAL EXCHANGE IN 2.6%
Value ($000) $5,053 Shares 48,455 Est. Cost $123.88 Unrealized -19.1%
AMGN AMGEN INC 2.3%
Value ($000) $4,528 Shares 18,729 Est. Cost $186.86 Unrealized +19.9%
GOOGL ALPHABET INC 2.2%
Value ($000) $4,246 Shares 40,930 Est. Cost $110.60 Unrealized -13.9%
SUB ISHARES TR 2.0%
Value ($000) $3,898 Shares 37,237 Est. Cost $107.37 Unrealized
WPC WP CAREY INC 1.9%
Value ($000) $3,740 Shares 48,295 Est. Cost $81.80 Unrealized
VEEV VEEVA SYS INC 1.8%
Value ($000) $3,618 Shares 19,688 Est. Cost $285.67 Unrealized -40.3%
AMZN AMAZON COM INC 1.8%
Value ($000) $3,618 Shares 35,030 Est. Cost $125.10 Unrealized -22.8%
ABBV ABBVIE INC 1.6%
Value ($000) $3,178 Shares 19,942 Est. Cost $101.71 Unrealized +35.8%
TMO THERMO FISHER SCIENTIFIC INC 1.6%
Value ($000) $3,169 Shares 5,498 Est. Cost $611.79 Unrealized -8.7%
BSX BOSTON SCIENTIFIC CORP 1.6%
Value ($000) $3,155 Shares 63,067 Est. Cost $42.18 Unrealized +11.7%
FISV FISERV INC 1.5%
Value ($000) $3,015 Shares 26,675 Est. Cost $103.14 Unrealized +6.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.5%
Value ($000) $2,861 Shares 9,265 Est. Cost $289.88 Unrealized +6.3%
NVO NOVO-NORDISK A S 1.4%
Value ($000) $2,707 Shares 17,010 Est. Cost $111.89 Unrealized
CNI CANADIAN NATL RY CO 1.3%
Value ($000) $2,595 Shares 21,993 Est. Cost $114.88 Unrealized -3.0%
TROW PRICE T ROWE GROUP INC 1.3%
Value ($000) $2,537 Shares 22,470 Est. Cost $129.48 Unrealized -23.1%
GOOG ALPHABET INC 1.3%
Value ($000) $2,479 Shares 23,837 Est. Cost $112.35 Unrealized -14.7%
MINT PIMCO ETF TR 1.1%
Value ($000) $2,184 Shares 22,001 Est. Cost $101.56 Unrealized
BX BLACKSTONE INC 1.0%
Value ($000) $2,021 Shares 23,006 Est. Cost $113.96 Unrealized -28.8%
MRSH MARSH &MCLENNAN COS INC 1.0%
Value ($000) $1,981 Shares 11,896 Est. Cost $156.11 Unrealized +2.1%
JPM JPMORGAN CHASE &CO 1.0%
Value ($000) $1,950 Shares 14,961 Est. Cost $147.57 Unrealized -13.2%
HON HONEYWELL INTL INC 1.0%
Value ($000) $1,900 Shares 9,940 Est. Cost $182.25 Unrealized -3.1%
ECL ECOLAB INC 1.0%
Value ($000) $1,894 Shares 11,445 Est. Cost $205.01 Unrealized -26.4%
MRK MERCK &CO INC 0.9%
Value ($000) $1,766 Shares 16,600 Est. Cost $70.61 Unrealized +39.8%
V VISA INC 0.9%
Value ($000) $1,736 Shares 7,698 Est. Cost $208.05 Unrealized +4.7%
BMY BRISTOL-MYERS SQUIBB CO 0.9%
Value ($000) $1,717 Shares 24,775 Est. Cost $50.75 Unrealized +21.2%
SYY SYSCO CORP 0.9%
Value ($000) $1,682 Shares 21,774 Est. Cost $69.63 Unrealized +1.5%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $1,663 Shares 10,195 Est. Cost $96.58 Unrealized +53.7%
DE DEERE &CO 0.8%
Value ($000) $1,621 Shares 3,927 Est. Cost $334.40 Unrealized +18.7%
XLI SELECT SECTOR SPDR TR 0.8%
Value ($000) $1,581 Shares 15,626 Est. Cost $104.95 Unrealized
CVS CVS HEALTH CORP 0.8%
Value ($000) $1,549 Shares 20,851 Est. Cost $80.88 Unrealized -7.0%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $1,498 Shares 13,656 Est. Cost $54.76 Unrealized +83.0%
TXN TEXAS INSTRS INC 0.7%
Value ($000) $1,465 Shares 7,878 Est. Cost $167.78 Unrealized -3.8%
COST COSTCO WHSL CORP NEW 0.7%
Value ($000) $1,395 Shares 2,808 Est. Cost $487.82 Unrealized -3.4%
IWF ISHARES TR 0.7%
Value ($000) $1,351 Shares 5,528 Est. Cost $305.59 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.7%
Value ($000) $1,317 Shares 6,710 Est. Cost $207.37 Unrealized -7.4%
VCSH VANGUARD SCOTTSDALE FDS 0.7%
Value ($000) $1,301 Shares 17,072 Est. Cost $80.80 Unrealized
VRP INVESCO EXCH TRADED FD TR II 0.6%
Value ($000) $1,280 Shares 57,770 Est. Cost $25.92 Unrealized
META META PLATFORMS INC 0.6%
Value ($000) $1,245 Shares 5,875 Est. Cost $289.61 Unrealized -41.6%
MTD METTLER TOLEDO INTERNATIONAL 0.6%
Value ($000) $1,194 Shares 780 Est. Cost $1511.82 Unrealized -0.7%
XLP SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,187 Shares 15,886 Est. Cost $76.68 Unrealized
NFLX NETFLIX INC 0.6%
Value ($000) $1,113 Shares 3,222 Est. Cost $51.70 Unrealized -36.0%
IJH ISHARES TR 0.6%
Value ($000) $1,110 Shares 4,437 Est. Cost $283.10 Unrealized
JNJ JOHNSON &JOHNSON 0.5%
Value ($000) $1,058 Shares 6,829 Est. Cost $145.84 Unrealized +1.4%
SYK STRYKER CORPORATION 0.5%
Value ($000) $1,022 Shares 3,579 Est. Cost $246.18 Unrealized +4.7%
PANW PALO ALTO NETWORKS INC 0.5%
Value ($000) $1,018 Shares 5,099 Est. Cost $86.57 Unrealized -2.1%
RIO RIO TINTO PLC 0.5%
Value ($000) $1,002 Shares 14,600 Est. Cost $78.00 Unrealized
CRM SALESFORCE INC 0.5%
Value ($000) $910 Shares 4,554 Est. Cost $270.39 Unrealized -38.3%
XLB SELECT SECTOR SPDR TR 0.5%
Value ($000) $889 Shares 11,023 Est. Cost $89.25 Unrealized
CMI CUMMINS INC 0.4%
Value ($000) $880 Shares 3,685 Est. Cost $205.83 Unrealized +10.7%
PFE PFIZER INC 0.4%
Value ($000) $874 Shares 21,424 Est. Cost $40.00 Unrealized -8.6%
NOC NORTHROP GRUMMAN CORP 0.4%
Value ($000) $820 Shares 1,775 Est. Cost $349.53 Unrealized +26.5%
TSLA TESLA INC 0.4%
Value ($000) $797 Shares 3,840 Est. Cost $297.98 Unrealized -41.5%
ARCC ARES CAPITAL CORP 0.4%
Value ($000) $785 Shares 42,975 Est. Cost $13.94 Unrealized +2.8%
VEU VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $753 Shares 14,082 Est. Cost $59.21 Unrealized
DHR DANAHER CORPORATION 0.4%
Value ($000) $751 Shares 2,981 Est. Cost $251.41 Unrealized -10.9%
ASML ASML HOLDING N V 0.4%
Value ($000) $749 Shares 1,100 Est. Cost $796.14 Unrealized
QCOM QUALCOMM INC 0.4%
Value ($000) $748 Shares 5,865 Est. Cost $140.64 Unrealized -17.2%
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $745 Shares 5,013 Est. Cost $133.20 Unrealized -0.0%
T AT&T INC 0.4%
Value ($000) $725 Shares 37,669 Est. Cost $14.69 Unrealized +11.4%
PNC PNC FINL SVCS GROUP INC 0.4%
Value ($000) $725 Shares 5,701 Est. Cost $174.29 Unrealized -22.8%
VHT VANGUARD WORLD FDS 0.4%
Value ($000) $718 Shares 3,010 Est. Cost $258.36 Unrealized
VV VANGUARD INDEX FDS 0.4%
Value ($000) $715 Shares 3,830 Est. Cost $186.81 Unrealized
ONEY SPDR SER TR 0.4%
Value ($000) $697 Shares 7,387 Est. Cost $99.14 Unrealized
VTI VANGUARD INDEX FDS 0.4%
Value ($000) $696 Shares 3,408 Est. Cost $241.42 Unrealized
EL LAUDER ESTEE COS INC 0.3%
Value ($000) $682 Shares 2,767 Est. Cost $273.47 Unrealized -12.0%
DXJ WISDOMTREE TR 0.3%
Value ($000) $682 Shares 9,637 Est. Cost $62.53 Unrealized
LLY LILLY ELI &CO 0.3%
Value ($000) $681 Shares 1,983 Est. Cost $253.88 Unrealized +29.9%
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $667 Shares 2,923 Est. Cost $186.22 Unrealized +16.9%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $667 Shares 17,144 Est. Cost $39.81 Unrealized -17.9%
CE CELANESE CORP DEL 0.3%
Value ($000) $653 Shares 6,000 Est. Cost $151.80 Unrealized -27.2%
IWR ISHARES TR 0.3%
Value ($000) $640 Shares 9,160 Est. Cost $75.46 Unrealized
VIS VANGUARD WORLD FDS 0.3%
Value ($000) $629 Shares 3,300 Est. Cost $201.91 Unrealized
OGN ORGANON &CO 0.3%
Value ($000) $626 Shares 26,618 Est. Cost $27.28 Unrealized -14.7%
MMM 3M CO 0.3%
Value ($000) $624 Shares 5,941 Est. Cost $113.48 Unrealized -25.2%
INTC INTEL CORP 0.3%
Value ($000) $622 Shares 19,033 Est. Cost $47.17 Unrealized -41.7%
IJR ISHARES TR 0.3%
Value ($000) $612 Shares 6,331 Est. Cost $112.53 Unrealized
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $601 Shares 4,352 Est. Cost $146.86 Unrealized
SBUX STARBUCKS CORP 0.3%
Value ($000) $599 Shares 5,752 Est. Cost $99.72 Unrealized -2.7%
BOND PIMCO ETF TR 0.3%
Value ($000) $597 Shares 6,438 Est. Cost $109.41 Unrealized
ZTS ZOETIS INC 0.3%
Value ($000) $595 Shares 3,575 Est. Cost $204.66 Unrealized -22.3%
BUD ANHEUSER BUSCH INBEV SA/NV 0.3%
Value ($000) $594 Shares 8,908 Est. Cost $59.14 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $579 Shares 1,226 Est. Cost $423.42 Unrealized +8.0%
KMB KIMBERLY-CLARK CORP 0.3%
Value ($000) $578 Shares 4,309 Est. Cost $115.18 Unrealized +0.9%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $578 Shares 1,222 Est. Cost $322.64 Unrealized +34.3%
CSCO CISCO SYS INC 0.3%
Value ($000) $561 Shares 10,725 Est. Cost $50.00 Unrealized -10.3%
PEP PEPSICO INC 0.3%
Value ($000) $549 Shares 3,011 Est. Cost $144.63 Unrealized +9.7%
WAT WATERS CORP 0.3%
Value ($000) $548 Shares 1,769 Est. Cost $327.60 Unrealized -1.3%
FDX FEDEX CORP 0.3%
Value ($000) $532 Shares 2,327 Est. Cost $214.79 Unrealized -11.2%
ENB ENBRIDGE INC 0.3%
Value ($000) $520 Shares 13,621 Est. Cost $33.26 Unrealized -2.5%
DOW DOW INC 0.3%
Value ($000) $518 Shares 9,445 Est. Cost $45.09 Unrealized +4.9%
RTX RAYTHEON TECHNOLOGIES CORP 0.3%
Value ($000) $516 Shares 5,266 Est. Cost $83.79 Unrealized +10.1%
CI THE CIGNA GROUP 0.3%
Value ($000) $500 Shares 1,958 Est. Cost $197.24 Unrealized +40.0%
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $495 Shares 2,035 Est. Cost $210.30 Unrealized +3.5%
ALGN ALIGN TECHNOLOGY INC 0.2%
Value ($000) $485 Shares 1,450 Est. Cost $642.93 Unrealized -54.1%
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $484 Shares 3,500 Est. Cost $151.43 Unrealized -5.4%
SRLN SSGA ACTIVE ETF TR 0.2%
Value ($000) $476 Shares 11,482 Est. Cost $44.44 Unrealized
KHC KRAFT HEINZ CO 0.2%
Value ($000) $467 Shares 12,073 Est. Cost $29.74 Unrealized +15.0%
MSA MSA SAFETY INC 0.2%
Value ($000) $461 Shares 3,456 Est. Cost $142.53 Unrealized -5.5%
BA BOEING CO 0.2%
Value ($000) $460 Shares 2,166 Est. Cost $206.36 Unrealized +0.7%
DXC DXC TECHNOLOGY CO 0.2%
Value ($000) $460 Shares 18,000 Est. Cost $32.55 Unrealized -16.3%
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $458 Shares 5,993 Est. Cost $80.83 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $457 Shares 3,528 Est. Cost $136.57 Unrealized
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $456 Shares 2,020 Est. Cost $214.06 Unrealized -1.4%
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $448 Shares 5,896 Est. Cost $201.49 Unrealized -61.9%
F FORD MTR CO DEL 0.2%
Value ($000) $444 Shares 35,241 Est. Cost $11.88 Unrealized -14.1%
APD AIR PRODS &CHEMS INC 0.2%
Value ($000) $442 Shares 1,539 Est. Cost $262.11 Unrealized +3.1%
KO COCA COLA CO 0.2%
Value ($000) $440 Shares 7,092 Est. Cost $49.48 Unrealized +12.0%
VXUS VANGUARD STAR FDS 0.2%
Value ($000) $432 Shares 7,832 Est. Cost $61.02 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.2%
Value ($000) $404 Shares 9,100 Est. Cost $42.02 Unrealized -1.1%
HD HOME DEPOT INC 0.2%
Value ($000) $400 Shares 1,355 Est. Cost $326.94 Unrealized -12.9%
SPG SIMON PPTY GROUP INC NEW 0.2%
Value ($000) $399 Shares 3,565 Est. Cost $120.89 Unrealized -15.7%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $398 Shares 1,239 Est. Cost $313.53 Unrealized
BLACKROCK HEALTH SCIENCS TR 0.2%
Value ($000) $391 Shares 23,420 Est. Cost $20.90 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $389 Shares 3,685 Est. Cost $97.76 Unrealized
TOL TOLL BROTHERS INC 0.2%
Value ($000) $387 Shares 6,450 Est. Cost $58.71 Unrealized -1.8%
MCD MCDONALDS CORP 0.2%
Value ($000) $379 Shares 1,356 Est. Cost $231.48 Unrealized +8.2%
IWD ISHARES TR 0.2%
Value ($000) $377 Shares 2,477 Est. Cost $164.11 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $372 Shares 4,485 Est. Cost $58.59 Unrealized +27.5%
VB VANGUARD INDEX FDS 0.2%
Value ($000) $361 Shares 1,903 Est. Cost $193.27 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $360 Shares 2,750 Est. Cost $107.54 Unrealized +12.3%
C CITIGROUP INC 0.2%
Value ($000) $348 Shares 7,416 Est. Cost $56.86 Unrealized -22.1%
CGNX COGNEX CORP 0.2%
Value ($000) $347 Shares 7,000 Est. Cost $78.45 Unrealized -36.9%
DIS DISNEY WALT CO 0.2%
Value ($000) $346 Shares 3,458 Est. Cost $134.59 Unrealized -26.8%
O REALTY INCOME CORP 0.2%
Value ($000) $341 Shares 5,390 Est. Cost $56.07 Unrealized -1.7%
PKG PACKAGING CORP AMER 0.2%
Value ($000) $335 Shares 2,413 Est. Cost $118.44 Unrealized +5.6%
BAC BANK AMERICA CORP 0.2%
Value ($000) $332 Shares 11,605 Est. Cost $41.02 Unrealized -25.5%
GSK GSK PLC 0.2%
Value ($000) $329 Shares 9,239 Est. Cost $30.10 Unrealized
EMR EMERSON ELEC CO 0.2%
Value ($000) $323 Shares 3,708 Est. Cost $86.34 Unrealized -4.3%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $309 Shares 1,875 Est. Cost $161.79 Unrealized -1.1%
FDVV FIDELITY COVINGTON TRUST 0.2%
Value ($000) $307 Shares 8,050 Est. Cost $40.08 Unrealized
CFG CITIZENS FINL GROUP INC 0.2%
Value ($000) $305 Shares 10,054 Est. Cost $38.44 Unrealized -10.6%
NEW YORK CMNTY BANCORP INC 0.2%
Value ($000) $301 Shares 33,348 Est. Cost $11.21 Unrealized
GGG GRACO INC 0.2%
Value ($000) $298 Shares 4,079 Est. Cost $71.91 Unrealized -7.1%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $298 Shares 1,535 Est. Cost $165.81 Unrealized -4.6%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $294 Shares 1,059 Est. Cost $24.37 Unrealized -11.3%
IEFA ISHARES TR 0.1%
Value ($000) $291 Shares 4,353 Est. Cost $70.24 Unrealized
YUM YUM BRANDS INC 0.1%
Value ($000) $284 Shares 2,150 Est. Cost $117.96 Unrealized +3.2%
RYN RAYONIER INC 0.1%
Value ($000) $283 Shares 8,504 Est. Cost $39.76 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $283 Shares 1,270 Est. Cost $215.82 Unrealized -2.0%
WESTROCK CO 0.1%
Value ($000) $282 Shares 9,271 Est. Cost $41.32 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $281 Shares 8,140 Est. Cost $46.22 Unrealized
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $278 Shares 720 Est. Cost $439.96 Unrealized
NGG NATIONAL GRID PLC 0.1%
Value ($000) $277 Shares 4,076 Est. Cost $71.51 Unrealized
FDRR FIDELITY COVINGTON TRUST 0.1%
Value ($000) $276 Shares 6,800 Est. Cost $44.23 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $276 Shares 6,550 Est. Cost $45.26 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $273 Shares 5,700 Est. Cost $46.64 Unrealized -5.7%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $259 Shares 2,705 Est. Cost $59.29 Unrealized +11.2%
NTR NUTRIEN LTD 0.1%
Value ($000) $254 Shares 3,435 Est. Cost $61.80 Unrealized +13.2%
PFF ISHARES TR 0.1%
Value ($000) $248 Shares 7,955 Est. Cost $39.43 Unrealized
PARAMOUNT GLOBAL 0.1%
Value ($000) $248 Shares 11,130 Est. Cost $23.17 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $245 Shares 1,375 Est. Cost $222.45 Unrealized
IDV ISHARES TR 0.1%
Value ($000) $237 Shares 8,618 Est. Cost $31.06 Unrealized
GM GENERAL MTRS CO 0.1%
Value ($000) $237 Shares 6,450 Est. Cost $53.62 Unrealized -31.6%
BDX BECTON DICKINSON &CO 0.1%
Value ($000) $236 Shares 953 Est. Cost $223.92 Unrealized +3.7%
MRNA MODERNA INC 0.1%
Value ($000) $236 Shares 1,535 Est. Cost $195.63 Unrealized -15.7%
LIN LINDE PLC 0.1%
Value ($000) $231 Shares 650 Est. Cost $322.30 Unrealized 0.0%
BLACKROCK INC 0.1%
Value ($000) $227 Shares 339 Est. Cost $847.24 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $226 Shares 2,230 Est. Cost $115.90 Unrealized -13.7%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $226 Shares 1,145 Est. Cost $160.53 Unrealized +6.2%
LOW LOWES COS INC 0.1%
Value ($000) $215 Shares 1,076 Est. Cost $217.42 Unrealized -11.6%
CPB CAMPBELL SOUP CO 0.1%
Value ($000) $214 Shares 3,883 Est. Cost $36.70 Unrealized +30.7%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $212 Shares 4,666 Est. Cost $51.03 Unrealized -12.3%
IGSB ISHARES TR 0.1%
Value ($000) $211 Shares 4,175 Est. Cost $50.55 Unrealized
PPG PPG INDS INC 0.1%
Value ($000) $203 Shares 1,518 Est. Cost $147.48 Unrealized -17.9%
GIS GENERAL MLS INC 0.1%
Value ($000) $197 Shares 2,300 Est. Cost $55.25 Unrealized +30.2%
SWK STANLEY BLACK &DECKER INC 0.1%
Value ($000) $191 Shares 2,365 Est. Cost $73.25 Unrealized +2.4%
ORCL ORACLE CORP 0.1%
Value ($000) $190 Shares 2,050 Est. Cost $88.90 Unrealized -4.6%
PNRG PRIMEENERGY RESOURCES CORP 0.1%
Value ($000) $189 Shares 2,233 Est. Cost $80.25 Unrealized +10.7%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $189 Shares 2,631 Est. Cost $29.21 Unrealized -1.8%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $187 Shares 1,125 Est. Cost $153.95 Unrealized +5.1%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $185 Shares 725 Est. Cost $288.95 Unrealized -14.7%
IHE ISHARES TR 0.1%
Value ($000) $185 Shares 1,056 Est. Cost $199.39 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $185 Shares 2,400 Est. Cost $76.34 Unrealized -7.4%
MFC MANULIFE FINL CORP 0.1%
Value ($000) $181 Shares 9,850 Est. Cost $19.02 Unrealized 0.0%
AZEK CO INC 0.1%
Value ($000) $179 Shares 7,625 Est. Cost $40.71 Unrealized
INTU INTUIT 0.1%
Value ($000) $178 Shares 400 Est. Cost $415.45 Unrealized -2.9%
ADSK AUTODESK INC 0.1%
Value ($000) $177 Shares 850 Est. Cost $291.48 Unrealized -29.4%
CCI CROWN CASTLE INC 0.1%
Value ($000) $174 Shares 1,301 Est. Cost $141.69 Unrealized -17.1%
AVY AVERY DENNISON CORP 0.1%
Value ($000) $163 Shares 910 Est. Cost $160.04 Unrealized +7.6%
SO SOUTHERN CO 0.1%
Value ($000) $161 Shares 2,314 Est. Cost $54.72 Unrealized +10.9%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $160 Shares 4,210 Est. Cost $45.15 Unrealized -23.3%
LITE LUMENTUM HLDGS INC 0.1%
Value ($000) $158 Shares 2,925 Est. Cost $91.05 Unrealized -38.7%
YETI YETI HLDGS INC 0.1%
Value ($000) $154 Shares 3,850 Est. Cost $91.78 Unrealized -55.0%
XMLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $150 Shares 2,864 Est. Cost $52.52 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $149 Shares 1,988 Est. Cost $70.87 Unrealized -1.8%
GEN GEN DIGITAL INC 0.1%
Value ($000) $148 Shares 8,600 Est. Cost $22.80 Unrealized -17.2%
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $146 Shares 2,500 Est. Cost $60.83 Unrealized
TRI CONTL CORP 0.1%
Value ($000) $145 Shares 5,475 Est. Cost $33.19 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $144 Shares 2,359 Est. Cost $60.19 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $143 Shares 2,047 Est. Cost $65.06 Unrealized +7.9%
DVY ISHARES TR 0.1%
Value ($000) $137 Shares 1,169 Est. Cost $122.59 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $136 Shares 3,634 Est. Cost $44.07 Unrealized -8.2%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $134 Shares 630 Est. Cost $255.22 Unrealized -15.1%
TIP ISHARES TR 0.1%
Value ($000) $133 Shares 1,208 Est. Cost $123.55 Unrealized
SJNK SPDR SER TR 0.1%
Value ($000) $133 Shares 5,354 Est. Cost $25.88 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $132 Shares 205 Est. Cost $52.49 Unrealized +9.7%
AGG ISHARES TR 0.1%
Value ($000) $131 Shares 1,313 Est. Cost $114.08 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $127 Shares 1,283 Est. Cost $71.73 Unrealized +38.7%
OLN OLIN CORP 0.1%
Value ($000) $127 Shares 2,280 Est. Cost $51.61 Unrealized +3.8%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $126 Shares 3,084 Est. Cost $35.74 Unrealized +11.9%
BGS B &G FOODS INC NEW 0.1%
Value ($000) $121 Shares 7,818 Est. Cost $18.68 Unrealized -45.3%
TRU TRANSUNION 0.1%
Value ($000) $120 Shares 1,925 Est. Cost $112.10 Unrealized -42.6%
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $120 Shares 925 Est. Cost $125.81 Unrealized -2.8%
EFA ISHARES TR 0.1%
Value ($000) $115 Shares 1,614 Est. Cost $75.13 Unrealized
VTWV VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $114 Shares 950 Est. Cost $145.30 Unrealized
TSN TYSON FOODS INC 0.1%
Value ($000) $113 Shares 1,910 Est. Cost $70.42 Unrealized -21.2%
MPC MARATHON PETE CORP 0.1%
Value ($000) $108 Shares 800 Est. Cost $58.41 Unrealized +101.3%
VTRS VIATRIS INC 0.1%
Value ($000) $107 Shares 11,160 Est. Cost $11.05 Unrealized -12.3%
LIT GLOBAL X FDS 0.1%
Value ($000) $107 Shares 1,676 Est. Cost $84.44 Unrealized
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $106 Shares 2,100 Est. Cost $34.13 Unrealized +48.2%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $105 Shares 2,320 Est. Cost $45.17 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $105 Shares 12,400 Est. Cost $16.18 Unrealized -51.6%
YUMC YUM CHINA HLDGS INC 0.1%
Value ($000) $105 Shares 1,650 Est. Cost $54.15 Unrealized +11.5%
CF CF INDS HLDGS INC 0.1%
Value ($000) $99 Shares 1,366 Est. Cost $58.71 Unrealized +30.2%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $93 Shares 600 Est. Cost $348.46 Unrealized -57.9%
QIAGEN NV 0.0%
Value ($000) $92 Shares 2,000 Est. Cost $55.58 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $92 Shares 133 Est. Cost $452.39 Unrealized +37.4%
CB CHUBB LIMITED 0.0%
Value ($000) $91 Shares 470 Est. Cost $181.60 Unrealized +11.6%
SPYG SPDR SER TR 0.0%
Value ($000) $90 Shares 1,630 Est. Cost $72.47 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $89 Shares 610 Est. Cost $151.41 Unrealized
WASH WASHINGTON TR BANCORP INC 0.0%
Value ($000) $89 Shares 2,575 Est. Cost $40.64 Unrealized -17.3%
HANESBRANDS INC 0.0%
Value ($000) $88 Shares 16,744 Est. Cost $13.65 Unrealized
STT STATE STR CORP 0.0%
Value ($000) $88 Shares 1,160 Est. Cost $81.94 Unrealized -7.0%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $86 Shares 560 Est. Cost $171.75 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $86 Shares 375 Est. Cost $193.71 Unrealized +19.0%
ETN EATON CORP PLC 0.0%
Value ($000) $86 Shares 500 Est. Cost $155.46 Unrealized +3.0%
MS MORGAN STANLEY 0.0%
Value ($000) $86 Shares 975 Est. Cost $86.67 Unrealized -2.1%
GLW CORNING INC 0.0%
Value ($000) $84 Shares 2,375 Est. Cost $30.22 Unrealized +6.2%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $84 Shares 230 Est. Cost $337.80 Unrealized +5.8%
NVS NOVARTIS AG 0.0%
Value ($000) $82 Shares 888 Est. Cost $88.49 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $82 Shares 865 Est. Cost $61.44 Unrealized +30.8%
GAMCO GLOBAL GOLD NAT RES & 0.0%
Value ($000) $77 Shares 21,009 Est. Cost $3.74 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $75 Shares 1,028 Est. Cost $80.90 Unrealized
CSX CSX CORP 0.0%
Value ($000) $74 Shares 2,476 Est. Cost $33.29 Unrealized -11.5%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $74 Shares 944 Est. Cost $72.67 Unrealized -4.6%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $73 Shares 450 Est. Cost $150.67 Unrealized -2.9%
IWN ISHARES TR 0.0%
Value ($000) $73 Shares 535 Est. Cost $140.03 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $73 Shares 1,855 Est. Cost $39.84 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $73 Shares 926 Est. Cost $69.41 Unrealized +9.0%
ENVESTNET INC 0.0%
Value ($000) $72 Shares 1,225 Est. Cost $79.34 Unrealized
TXT TEXTRON INC 0.0%
Value ($000) $71 Shares 1,000 Est. Cost $73.92 Unrealized -3.8%
RPV INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $70 Shares 925 Est. Cost $81.35 Unrealized
GLATFELTER CORPORATION 0.0%
Value ($000) $70 Shares 21,800 Est. Cost $13.52 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $69 Shares 438 Est. Cost $145.62 Unrealized -6.4%
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $69 Shares 300 Est. Cost $250.54 Unrealized
CBU COMMUNITY BK SYS INC 0.0%
Value ($000) $68 Shares 1,301 Est. Cost $57.33 Unrealized -7.7%
ICLN ISHARES TR 0.0%
Value ($000) $68 Shares 3,420 Est. Cost $20.80 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $66 Shares 442 Est. Cost $204.44 Unrealized
NUVEEN MASSACHUSETS QLT MUN 0.0%
Value ($000) $66 Shares 6,207 Est. Cost $11.81 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $65 Shares 812 Est. Cost $99.14 Unrealized -24.8%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $64 Shares 776 Est. Cost $71.08 Unrealized 0.0%
AOS SMITH A O CORP 0.0%
Value ($000) $64 Shares 920 Est. Cost $70.77 Unrealized -12.7%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $63 Shares 908 Est. Cost $61.57 Unrealized
WMT WALMART INC 0.0%
Value ($000) $62 Shares 420 Est. Cost $44.95 Unrealized +1.9%
BP BP PLC 0.0%
Value ($000) $62 Shares 1,627 Est. Cost $26.76 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $62 Shares 75 Est. Cost $611.44 Unrealized +22.7%
GLD SPDR GOLD TR 0.0%
Value ($000) $60 Shares 329 Est. Cost $170.96 Unrealized
UNILEVER PLC 0.0%
Value ($000) $59 Shares 1,140 Est. Cost $53.67 Unrealized
RMD RESMED INC 0.0%
Value ($000) $59 Shares 270 Est. Cost $250.23 Unrealized -15.6%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $59 Shares 200 Est. Cost $308.06 Unrealized -12.2%
VICI VICI PPTYS INC 0.0%
Value ($000) $55 Shares 1,700 Est. Cost $22.68 Unrealized +23.9%
ARKK ARK ETF TR 0.0%
Value ($000) $53 Shares 1,320 Est. Cost $38.72 Unrealized
NUVEEN NEW YORK AMT QLT MUNI 0.0%
Value ($000) $53 Shares 5,036 Est. Cost $11.05 Unrealized
HYS PIMCO ETF TR 0.0%
Value ($000) $52 Shares 570 Est. Cost $99.11 Unrealized
AROW ARROW FINL CORP 0.0%
Value ($000) $51 Shares 2,045 Est. Cost $28.98 Unrealized -8.9%
WCBR WISDOMTREE TR 0.0%
Value ($000) $51 Shares 2,750 Est. Cost $25.63 Unrealized
SMG SCOTTS MIRACLE-GRO CO 0.0%
Value ($000) $51 Shares 725 Est. Cost $113.67 Unrealized -44.6%
IWS ISHARES TR 0.0%
Value ($000) $50 Shares 475 Est. Cost $122.38 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $50 Shares 153 Est. Cost $322.04 Unrealized +0.5%
ROKU ROKU INC 0.0%
Value ($000) $48 Shares 725 Est. Cost $269.73 Unrealized -78.3%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $47 Shares 500 Est. Cost $68.36 Unrealized +11.6%
BCE BCE INC 0.0%
Value ($000) $45 Shares 1,000 Est. Cost $38.02 Unrealized -5.1%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $43 Shares 174 Est. Cost $275.06 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $41 Shares 281 Est. Cost $138.16 Unrealized +0.5%
IEMG ISHARES INC 0.0%
Value ($000) $40 Shares 822 Est. Cost $59.85 Unrealized
KRE SPDR SER TR 0.0%
Value ($000) $39 Shares 900 Est. Cost $43.86 Unrealized
ROYCE VALUE TR INC 0.0%
Value ($000) $39 Shares 2,900 Est. Cost $17.65 Unrealized
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $39 Shares 650 Est. Cost $72.90 Unrealized -11.4%
FNLC FIRST BANCORP INC ME 0.0%
Value ($000) $39 Shares 1,500 Est. Cost $24.25 Unrealized +0.0%
HSY HERSHEY CO 0.0%
Value ($000) $38 Shares 148 Est. Cost $163.59 Unrealized +32.8%
IWB ISHARES TR 0.0%
Value ($000) $38 Shares 167 Est. Cost $264.43 Unrealized
CHD CHURCH &DWIGHT CO INC 0.0%
Value ($000) $38 Shares 425 Est. Cost $81.98 Unrealized -1.6%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $36 Shares 108 Est. Cost $363.32 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $36 Shares 273 Est. Cost $120.79 Unrealized
ARKX ARK ETF TR 0.0%
Value ($000) $36 Shares 2,550 Est. Cost $17.51 Unrealized
HUN HUNTSMAN CORP 0.0%
Value ($000) $36 Shares 1,300 Est. Cost $32.64 Unrealized -8.7%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $34 Shares 245 Est. Cost $182.86 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $34 Shares 611 Est. Cost $62.13 Unrealized -18.6%
CSR CENTERSPACE 0.0%
Value ($000) $33 Shares 605 Est. Cost $109.32 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $33 Shares 160 Est. Cost $237.15 Unrealized -20.1%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $33 Shares 600 Est. Cost $102.06 Unrealized -40.8%
SPYV SPDR SER TR 0.0%
Value ($000) $33 Shares 800 Est. Cost $40.74 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $32 Shares 211 Est. Cost $156.63 Unrealized
LUCID GROUP INC 0.0%
Value ($000) $32 Shares 3,980 Est. Cost $30.51 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $32 Shares 83 Est. Cost $384.73 Unrealized -7.6%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $32 Shares 2,107 Est. Cost $18.17 Unrealized -21.7%
DEO DIAGEO PLC 0.0%
Value ($000) $32 Shares 174 Est. Cost $220.14 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $30 Shares 3,660 Est. Cost $6.09 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $29 Shares 460 Est. Cost $83.67 Unrealized
NKE NIKE INC 0.0%
Value ($000) $29 Shares 238 Est. Cost $115.57 Unrealized +1.0%
NYT NEW YORK TIMES CO 0.0%
Value ($000) $29 Shares 750 Est. Cost $47.18 Unrealized -24.5%
CWT CALIFORNIA WTR SVC GROUP 0.0%
Value ($000) $29 Shares 500 Est. Cost $58.50 Unrealized -5.7%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $29 Shares 300 Est. Cost $72.61 Unrealized +16.8%
DISCOVER FINL SVCS 0.0%
Value ($000) $29 Shares 290 Est. Cost $96.48 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $28 Shares 275 Est. Cost $64.72 Unrealized +41.6%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $27 Shares 625 Est. Cost $67.08 Unrealized -37.9%
PUTNAM PREMIER INCOME TR 0.0%
Value ($000) $27 Shares 7,500 Est. Cost $4.27 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $27 Shares 900 Est. Cost $24.02 Unrealized +12.7%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $26 Shares 132 Est. Cost $225.43 Unrealized -5.2%
ILMN ILLUMINA INC 0.0%
Value ($000) $26 Shares 112 Est. Cost $360.50 Unrealized -43.2%
IJS ISHARES TR 0.0%
Value ($000) $25 Shares 270 Est. Cost $104.49 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $25 Shares 500 Est. Cost $50.73 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $25 Shares 125 Est. Cost $213.29 Unrealized -1.5%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $25 Shares 225 Est. Cost $119.00 Unrealized -12.0%
MET METLIFE INC 0.0%
Value ($000) $25 Shares 426 Est. Cost $55.61 Unrealized +11.1%
BWA BORGWARNER INC 0.0%
Value ($000) $25 Shares 500 Est. Cost $37.80 Unrealized +5.3%
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 435 Est. Cost $76.09 Unrealized
HAS HASBRO INC 0.0%
Value ($000) $23 Shares 425 Est. Cost $66.35 Unrealized -24.3%
ABUS ARBUTUS BIOPHARMA CORP 0.0%
Value ($000) $23 Shares 7,500 Est. Cost $2.82 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $23 Shares 249 Est. Cost $81.19 Unrealized +1.0%
RUN SUNRUN INC 0.0%
Value ($000) $21 Shares 1,050 Est. Cost $46.80 Unrealized -50.2%
XEL XCEL ENERGY INC 0.0%
Value ($000) $21 Shares 310 Est. Cost $56.85 Unrealized +7.2%
TGT TARGET CORP 0.0%
Value ($000) $21 Shares 125 Est. Cost $199.54 Unrealized -25.5%
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $21 Shares 2,500 Est. Cost $23.63 Unrealized
RS RELIANCE STEEL &ALUMINUM CO 0.0%
Value ($000) $21 Shares 80 Est. Cost $183.74 Unrealized +28.2%
NOW SERVICENOW INC 0.0%
Value ($000) $20 Shares 44 Est. Cost $101.70 Unrealized -14.4%
DOCU DOCUSIGN INC 0.0%
Value ($000) $20 Shares 350 Est. Cost $59.65 Unrealized 0.0%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $20 Shares 170 Est. Cost $99.69 Unrealized -2.4%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $20 Shares 400 Est. Cost $28.71 Unrealized +72.0%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $16.63 Unrealized 0.0%
HE HAWAIIAN ELEC INDUSTRIES 0.0%
Value ($000) $19 Shares 504 Est. Cost $40.58 Unrealized -0.1%
DTE DTE ENERGY CO 0.0%
Value ($000) $19 Shares 175 Est. Cost $99.45 Unrealized +1.6%
CME CME GROUP INC 0.0%
Value ($000) $19 Shares 100 Est. Cost $181.95 Unrealized -11.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $19 Shares 425 Est. Cost $32.79 Unrealized +10.7%
ESGU ISHARES TR 0.0%
Value ($000) $19 Shares 209 Est. Cost $107.90 Unrealized
ABNB AIRBNB INC 0.0%
Value ($000) $19 Shares 150 Est. Cost $176.10 Unrealized -35.2%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $18 Shares 150 Est. Cost $111.90 Unrealized 0.0%
JLL JONES LANG LASALLE INC 0.0%
Value ($000) $18 Shares 125 Est. Cost $257.89 Unrealized -35.4%
EQIX EQUINIX INC 0.0%
Value ($000) $18 Shares 25 Est. Cost $662.35 Unrealized 0.0%
BLACKROCK TAX MUNICPAL BD TR 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $26.18 Unrealized
OATLY GROUP AB 0.0%
Value ($000) $17 Shares 7,000 Est. Cost $7.96 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $17 Shares 125 Est. Cost $170.66 Unrealized -32.9%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $17 Shares 79 Est. Cost $203.81 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $17 Shares 225 Est. Cost $235.14 Unrealized -69.4%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $16 Shares 108 Est. Cost $173.87 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $16 Shares 400 Est. Cost $73.17 Unrealized -46.1%
ARKW ARK ETF TR 0.0%
Value ($000) $16 Shares 300 Est. Cost $46.08 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $16 Shares 100 Est. Cost $111.01 Unrealized +23.5%
WH WYNDHAM HOTELS &RESORTS INC 0.0%
Value ($000) $15 Shares 225 Est. Cost $83.56 Unrealized -11.8%
IVV ISHARES TR 0.0%
Value ($000) $15 Shares 37 Est. Cost $437.33 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $15 Shares 325 Est. Cost $47.24 Unrealized -8.8%
XTN SPDR SER TR 0.0%
Value ($000) $14 Shares 200 Est. Cost $94.36 Unrealized
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $14 Shares 90 Est. Cost $139.06 Unrealized +11.2%
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $14 Shares 175 Est. Cost $118.61 Unrealized -38.7%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $14 Shares 100 Est. Cost $121.46 Unrealized +19.5%
XMVTX BLACKROCK MUNIVEST FD II INC 0.0%
Value ($000) $14 Shares 1,334 Est. Cost $15.85 Unrealized
QLYS QUALYS INC 0.0%
Value ($000) $14 Shares 110 Est. Cost $140.93 Unrealized -16.8%
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
HEDJ WISDOMTREE TR 0.0%
Value ($000) $14 Shares 169 Est. Cost $80.16 Unrealized
SCHI SCHWAB STRATEGIC TR 0.0%
Value ($000) $14 Shares 310 Est. Cost $42.03 Unrealized
NXST NEXSTAR MEDIA GROUP INC 0.0%
Value ($000) $14 Shares 80 Est. Cost $162.72 Unrealized +0.4%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $14 Shares 30 Est. Cost $517.67 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $14 Shares 393 Est. Cost $28.13 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $14 Shares 31 Est. Cost $428.46 Unrealized -0.9%
RACE FERRARI N V 0.0%
Value ($000) $14 Shares 50 Est. Cost $199.01 Unrealized +28.3%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $13 Shares 400 Est. Cost $39.05 Unrealized
TPH TRI POINTE HOMES INC 0.0%
Value ($000) $13 Shares 505 Est. Cost $17.65 Unrealized +28.3%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $13 Shares 400 Est. Cost $34.57 Unrealized -8.2%
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 -0.9%
DGRO ISHARES TR 0.0%
Value ($000) $12 Shares 250 Est. Cost $48.05 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $12 Shares 60 Est. Cost $208.02 Unrealized -2.6%
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $12 Shares 351 Est. Cost $37.51 Unrealized
UHS UNIVERSAL HLTH SVCS INC 0.0%
Value ($000) $12 Shares 95 Est. Cost $101.60 Unrealized +34.0%
COTY COTY INC 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $9.38 Unrealized +12.7%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $12 Shares 200 Est. Cost $72.84 Unrealized -25.5%
BERRY GLOBAL GROUP INC 0.0%
Value ($000) $12 Shares 200 Est. Cost $46.53 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $12 Shares 120 Est. Cost $134.42 Unrealized -39.5%
FTV FORTIVE CORP 0.0%
Value ($000) $12 Shares 169 Est. Cost $47.40 Unrealized +4.8%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $12.16 Unrealized 0.0%
COLB COLUMBIA BKG SYS INC 0.0%
Value ($000) $11 Shares 507 Est. Cost $27.76 Unrealized -16.1%
USB US BANCORP DEL 0.0%
Value ($000) $11 Shares 300 Est. Cost $38.63 Unrealized 0.0%
LAM RESEARCH CORP 0.0%
Value ($000) $11 Shares 20 Est. Cost $537.60 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $11 Shares 96 Est. Cost $138.80 Unrealized
HRL HORMEL FOODS CORP 0.0%
Value ($000) $11 Shares 264 Est. Cost $41.90 Unrealized -6.7%
CIEN CIENA CORP 0.0%
Value ($000) $11 Shares 200 Est. Cost $65.45 Unrealized -23.7%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $10 Shares 75 Est. Cost $123.00 Unrealized 0.0%
EZU ISHARES INC 0.0%
Value ($000) $10 Shares 225 Est. Cost $49.01 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $10 Shares 116 Est. Cost $109.06 Unrealized
THO THOR INDS INC 0.0%
Value ($000) $10 Shares 125 Est. Cost $84.50 Unrealized -1.9%
ALSN ALLISON TRANSMISSION HLDGS I 0.0%
Value ($000) $10 Shares 220 Est. Cost $35.61 Unrealized +21.3%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $10 Shares 30 Est. Cost $361.53 Unrealized -11.7%
MIDD MIDDLEBY CORP 0.0%
Value ($000) $10 Shares 65 Est. Cost $171.75 Unrealized -13.5%
IEO ISHARES TR 0.0%
Value ($000) $10 Shares 111 Est. Cost $61.24 Unrealized
GOGL GOLDEN OCEAN GROUP LTD 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $9.30 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $10 Shares 196 Est. Cost $50.39 Unrealized
KEY KEYCORP 0.0%
Value ($000) $9 Shares 750 Est. Cost $14.35 Unrealized 0.0%
SNA SNAP ON INC 0.0%
Value ($000) $9 Shares 38 Est. Cost $197.24 Unrealized +14.7%
DGRW WISDOMTREE TR 0.0%
Value ($000) $9 Shares 150 Est. Cost $63.67 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $9 Shares 500 Est. Cost $19.89 Unrealized -4.2%
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $9 Shares 114 Est. Cost $95.14 Unrealized
ARCB ARCBEST CORP 0.0%
Value ($000) $9 Shares 100 Est. Cost $88.28 Unrealized +0.2%
ITOT ISHARES TR 0.0%
Value ($000) $9 Shares 100 Est. Cost $106.98 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.0%
Value ($000) $9 Shares 225 Est. Cost $38.81 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $9 Shares 140 Est. Cost $29.61 Unrealized +99.8%
LRGF ISHARES TR 0.0%
Value ($000) $9 Shares 210 Est. Cost $46.56 Unrealized
TPR TAPESTRY INC 0.0%
Value ($000) $9 Shares 200 Est. Cost $36.62 Unrealized +8.2%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $9 Shares 71 Est. Cost $126.04 Unrealized -8.3%
HDV ISHARES TR 0.0%
Value ($000) $8 Shares 83 Est. Cost $100.43 Unrealized
GNTX GENTEX CORP 0.0%
Value ($000) $8 Shares 300 Est. Cost $31.10 Unrealized -9.4%
CHARGEPOINT HOLDINGS INC 0.0%
Value ($000) $8 Shares 800 Est. Cost $14.29 Unrealized
MKC MCCORMICK &CO INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $74.83 Unrealized -4.9%
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $8 Shares 400 Est. Cost $22.10 Unrealized
MAS MASCO CORP 0.0%
Value ($000) $8 Shares 165 Est. Cost $52.31 Unrealized -6.5%
DCI DONALDSON INC 0.0%
Value ($000) $8 Shares 125 Est. Cost $55.29 Unrealized +8.4%
EFG ISHARES TR 0.0%
Value ($000) $8 Shares 87 Est. Cost $110.29 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value ($000) $8 Shares 738 Est. Cost $10.87 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $8 Shares 800 Est. Cost $18.03 Unrealized -42.6%
CRI CARTERS INC 0.0%
Value ($000) $8 Shares 110 Est. Cost $65.60 Unrealized +2.0%
SRE SEMPRA 0.0%
Value ($000) $8 Shares 50 Est. Cost $69.76 Unrealized 0.0%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $8 Shares 20 Est. Cost $436.55 Unrealized
ARKG ARK ETF TR 0.0%
Value ($000) $8 Shares 250 Est. Cost $35.86 Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $7 Shares 400 Est. Cost $15.06 Unrealized +31.5%
ADPT ADAPTIVE BIOTECHNOLOGIES COR 0.0%
Value ($000) $7 Shares 800 Est. Cost $14.27 Unrealized -38.2%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $7 Shares 88 Est. Cost $92.76 Unrealized
FSV FIRSTSERVICE CORP NEW 0.0%
Value ($000) $7 Shares 50 Est. Cost $148.42 Unrealized -8.9%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $7 Shares 50 Est. Cost $142.26 Unrealized -1.9%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $7 Shares 83 Est. Cost $68.96 Unrealized +7.7%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $7 Shares 171 Est. Cost $49.46 Unrealized
SPIRIT AEROSYSTEMS HLDGS INC 0.0%
Value ($000) $7 Shares 200 Est. Cost $48.89 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $7 Shares 75 Est. Cost $89.88 Unrealized +2.0%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $7 Shares 393 Est. Cost $13.20 Unrealized +15.5%
TEMPLETON EMERGING MKTS FD 0.0%
Value ($000) $7 Shares 560 Est. Cost $14.01 Unrealized
PIMCO INCOME STRATEGY FD 0.0%
Value ($000) $7 Shares 800 Est. Cost $10.97 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $6 Shares 75 Est. Cost $85.59 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $6 Shares 100 Est. Cost $55.02 Unrealized -0.2%
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $6 Shares 54 Est. Cost $90.93 Unrealized
FMC FMC CORP 0.0%
Value ($000) $6 Shares 50 Est. Cost $111.70 Unrealized 0.0%
TTD THE TRADE DESK INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $56.90 Unrealized -6.5%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $6 Shares 140 Est. Cost $37.80 Unrealized
BROS DUTCH BROS INC 0.0%
Value ($000) $6 Shares 185 Est. Cost $51.02 Unrealized -33.7%
PHM PULTE GROUP INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $52.76 Unrealized 0.0%
BLACKROCK ENHANCED EQUITY DI 0.0%
Value ($000) $6 Shares 662 Est. Cost $8.83 Unrealized
EMBC EMBECTA CORP 0.0%
Value ($000) $5 Shares 187 Est. Cost $25.57 Unrealized -0.9%
GRMN GARMIN LTD 0.0%
Value ($000) $5 Shares 50 Est. Cost $131.47 Unrealized -30.0%
FHLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $5 Shares 82 Est. Cost $57.65 Unrealized
GRC GORMAN RUPP CO 0.0%
Value ($000) $5 Shares 200 Est. Cost $42.77 Unrealized -37.7%
ICOSAVAX INC 0.0%
Value ($000) $5 Shares 850 Est. Cost $22.88 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value ($000) $5 Shares 346 Est. Cost $16.18 Unrealized
IXUS ISHARES TR 0.0%
Value ($000) $5 Shares 78 Est. Cost $57.03 Unrealized
KMT KENNAMETAL INC 0.0%
Value ($000) $5 Shares 175 Est. Cost $30.60 Unrealized -18.3%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $5 Shares 21 Est. Cost $224.77 Unrealized -0.8%
ETF MANAGERS TR 0.0%
Value ($000) $5 Shares 1,300 Est. Cost $11.08 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $4 Shares 21 Est. Cost $233.12 Unrealized -9.0%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $4 Shares 20 Est. Cost $102.83 Unrealized +77.5%
SHEL SHELL PLC 0.0%
Value ($000) $4 Shares 75 Est. Cost $54.93 Unrealized
GIGB GOLDMAN SACHS ETF TR 0.0%
Value ($000) $4 Shares 92 Est. Cost $54.09 Unrealized
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $4 Shares 500 Est. Cost $8.12 Unrealized 0.0%
SCHJ SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 81 Est. Cost $46.30 Unrealized
GNR SPDR INDEX SHS FDS 0.0%
Value ($000) $4 Shares 67 Est. Cost $49.46 Unrealized
IIPR INNOVATIVE INDL PPTYS INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $205.40 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $4 Shares 240 Est. Cost $115.22 Unrealized -85.3%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $4 Shares 60 Est. Cost $76.29 Unrealized -24.3%
FXR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $4 Shares 65 Est. Cost $48.12 Unrealized
VLUE ISHARES TR 0.0%
Value ($000) $4 Shares 39 Est. Cost $109.46 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 185 Est. Cost $18.69 Unrealized
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 66 Est. Cost $51.80 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $3 Shares 46 Est. Cost $73.61 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $3 Shares 17 Est. Cost $190.19 Unrealized -0.4%
IYE ISHARES TR 0.0%
Value ($000) $3 Shares 74 Est. Cost $30.09 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $291.87 Unrealized +7.8%
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 59 Est. Cost $51.90 Unrealized +5.4%
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $3 Shares 58 Est. Cost $49.14 Unrealized
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $3 Shares 300 Est. Cost $31.10 Unrealized -62.1%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $3 Shares 34 Est. Cost $88.48 Unrealized -6.6%
IEZ ISHARES TR 0.0%
Value ($000) $3 Shares 144 Est. Cost $12.89 Unrealized
IXN ISHARES TR 0.0%
Value ($000) $3 Shares 49 Est. Cost $64.39 Unrealized
PATH UIPATH INC 0.0%
Value ($000) $3 Shares 150 Est. Cost $33.70 Unrealized -55.2%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $3 Shares 11 Est. Cost $40.21 Unrealized +7.7%
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $3 Shares 55 Est. Cost $45.09 Unrealized
EXPI EXP WORLD HLDGS INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $11.50 Unrealized +10.4%
ESGE ISHARES INC 0.0%
Value ($000) $3 Shares 80 Est. Cost $39.75 Unrealized
IXG ISHARES TR 0.0%
Value ($000) $2 Shares 35 Est. Cost $80.06 Unrealized
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 130 Est. Cost $25.92 Unrealized -30.2%
FGD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $2 Shares 105 Est. Cost $21.74 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $2 Shares 15 Est. Cost $127.00 Unrealized
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $2 Shares 26 Est. Cost $75.72 Unrealized +7.6%
QURATE RETAIL INC 0.0%
Value ($000) $2 Shares 2,000 Est. Cost $2.87 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 39 Est. Cost $42.36 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $2 Shares 41 Est. Cost $43.07 Unrealized
WAB WABTEC 0.0%
Value ($000) $2 Shares 18 Est. Cost $89.81 Unrealized +11.9%
FXD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $2 Shares 35 Est. Cost $44.74 Unrealized
OCGN OCUGEN INC 0.0%
Value ($000) $2 Shares 2,000 Est. Cost $1.09 Unrealized 0.0%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $2 Shares 113 Est. Cost $21.59 Unrealized -34.3%
COMT ISHARES U S ETF TR 0.0%
Value ($000) $2 Shares 61 Est. Cost $30.89 Unrealized
FCOM FIDELITY COVINGTON TRUST 0.0%
Value ($000) $2 Shares 43 Est. Cost $31.28 Unrealized
GPRO GOPRO INC 0.0%
Value ($000) $2 Shares 300 Est. Cost $9.92 Unrealized -45.6%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $1 Shares 42 Est. Cost $38.96 Unrealized -13.2%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $1 Shares 20 Est. Cost $66.45 Unrealized
FENY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $1 Shares 65 Est. Cost $19.86 Unrealized
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $1 Shares 120 Est. Cost $14.93 Unrealized
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $1 Shares 50 Est. Cost $23.44 Unrealized
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $1 Shares 38 Est. Cost $27.76 Unrealized
CC CHEMOURS CO 0.0%
Value ($000) $1 Shares 40 Est. Cost $26.65 Unrealized +10.5%
LIQTECH INTL INC 0.0%
Value ($000) $1 Shares 2,500 Est. Cost $0.45 Unrealized
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $1 Shares 47 Est. Cost $22.40 Unrealized
AVNW AVIAT NETWORKS INC 0.0%
Value ($000) $1 Shares 32 Est. Cost $30.08 Unrealized +13.0%
RYAM RAYONIER ADVANCED MATLS INC 0.0%
Value ($000) $1 Shares 174 Est. Cost $6.50 Unrealized +7.3%
FSTA FIDELITY COVINGTON TRUST 0.0%
Value ($000) $1 Shares 23 Est. Cost $40.13 Unrealized
GLDM WORLD GOLD TR 0.0%
Value ($000) $1 Shares 23 Est. Cost $33.00 Unrealized
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 -11.7%
BWX SPDR SER TR 0.0%
Value ($000) $1 Shares 36 Est. Cost $20.83 Unrealized
ZIMVIE INC 0.0%
Value ($000) $1 Shares 115 Est. Cost $22.84 Unrealized
FDIS FIDELITY COVINGTON TRUST 0.0%
Value ($000) $1 Shares 12 Est. Cost $60.83 Unrealized
ALLAKOS INC 0.0%
Value ($000) $1 Shares 150 Est. Cost $9.79 Unrealized
NVAX NOVAVAX INC 0.0%
Value ($000) $1 Shares 90 Est. Cost $171.82 Unrealized -94.6%
AVNS AVANOS MED INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $32.33 Unrealized -10.2%
PJT PJT PARTNERS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $76.36 Unrealized -2.1%
TTCFQ TATTOOED CHEF INC 0.0%
Value ($000) $0 Shares 153 Est. Cost $2.97 Unrealized -53.7%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $290.76 Unrealized -79.4%
VC VISTEON CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $132.56 Unrealized +16.2%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $48.26 Unrealized +8.9%
FG F&G ANNUITIES &LIFE INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $18.85 Unrealized -0.9%
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