HAZLETT, BURT & WATSON, INC. Diversified Active

CIK: 0000046392 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 7, 2024

Total Value ($000): $194 (100.0% shares, 0.0% debt)

Holdings (712)

AAPL APPLE INC 5.6%
Value ($000) $11 Shares 51,816 Est. Cost $165.09 Unrealized +12.1%
QQQ INVESCO QQQ TR 5.1%
Value ($000) $10 Shares 20,482 Est. Cost $242.32 Unrealized
SCHD SCHWAB STRATEGIC TR 5.0%
Value ($000) $10 Shares 123,905 Est. Cost $56.88 Unrealized
MSFT MICROSOFT CORP 3.7%
Value ($000) $7 Shares 16,075 Est. Cost $299.55 Unrealized +39.3%
AMZN AMAZON COM INC 2.7%
Value ($000) $5 Shares 27,111 Est. Cost $126.68 Unrealized +45.0%
XOM EXXON MOBIL CORP 1.9%
Value ($000) $4 Shares 32,489 Est. Cost $82.91 Unrealized +32.8%
NVDA NVIDIA CORPORATION 1.7%
Value ($000) $3 Shares 26,525 Est. Cost $95.66 Unrealized +5.6%
MA MASTERCARD INCORPORATED 1.5%
Value ($000) $3 Shares 6,522 Est. Cost $354.31 Unrealized +27.5%
DGRO ISHARES TR 1.3%
Value ($000) $3 Shares 45,300 Est. Cost $33.92 Unrealized
DVY ISHARES TR 1.3%
Value ($000) $3 Shares 21,432 Est. Cost $118.43 Unrealized
JNJ JOHNSON &JOHNSON 1.3%
Value ($000) $3 Shares 17,742 Est. Cost $149.96 Unrealized -5.7%
LMT LOCKHEED MARTIN CORP 1.3%
Value ($000) $3 Shares 5,540 Est. Cost $433.93 Unrealized +1.8%
PG PROCTER AND GAMBLE CO 1.3%
Value ($000) $3 Shares 15,689 Est. Cost $146.71 Unrealized +7.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.3%
Value ($000) $3 Shares 6,261 Est. Cost $324.35 Unrealized +26.0%
VGT VANGUARD WORLD FD 1.2%
Value ($000) $2 Shares 3,924 Est. Cost $387.99 Unrealized
JPM JPMORGAN CHASE &CO. 1.1%
Value ($000) $2 Shares 10,914 Est. Cost $133.70 Unrealized +41.5%
VIG VANGUARD SPECIALIZED FUNDS 1.1%
Value ($000) $2 Shares 12,073 Est. Cost $76.66 Unrealized
HD HOME DEPOT INC 1.0%
Value ($000) $2 Shares 5,910 Est. Cost $312.93 Unrealized +4.7%
UNP UNION PAC CORP 1.0%
Value ($000) $2 Shares 8,360 Est. Cost $225.95 Unrealized -0.2%
MGV VANGUARD WORLD FD 1.0%
Value ($000) $2 Shares 15,713 Est. Cost $52.24 Unrealized
IHI ISHARES TR 0.9%
Value ($000) $2 Shares 32,884 Est. Cost $48.48 Unrealized
ORCL ORACLE CORP 0.9%
Value ($000) $2 Shares 12,834 Est. Cost $104.60 Unrealized +16.9%
PEP PEPSICO INC 0.9%
Value ($000) $2 Shares 10,777 Est. Cost $153.13 Unrealized +6.0%
HSY HERSHEY CO 0.9%
Value ($000) $2 Shares 9,398 Est. Cost $184.71 Unrealized -0.4%
GOOGL ALPHABET INC 0.8%
Value ($000) $2 Shares 8,993 Est. Cost $116.66 Unrealized +43.4%
COST COSTCO WHSL CORP NEW 0.8%
Value ($000) $2 Shares 1,899 Est. Cost $591.00 Unrealized +30.9%
ABBV ABBVIE INC 0.8%
Value ($000) $2 Shares 9,354 Est. Cost $140.57 Unrealized +11.8%
AVGO BROADCOM INC 0.8%
Value ($000) $1 Shares 911 Est. Cost $68.34 Unrealized +101.4%
COWZ PACER FDS TR 0.7%
Value ($000) $1 Shares 25,613 Est. Cost $0.80 Unrealized
NVO NOVO-NORDISK A S 0.7%
Value ($000) $1 Shares 9,708 Est. Cost $31.13 Unrealized
GD GENERAL DYNAMICS CORP 0.7%
Value ($000) $1 Shares 4,706 Est. Cost $277.58 Unrealized +2.3%
GOOG ALPHABET INC 0.7%
Value ($000) $1 Shares 7,328 Est. Cost $114.72 Unrealized +47.2%
V VISA INC 0.7%
Value ($000) $1 Shares 4,851 Est. Cost $215.25 Unrealized +25.8%
LLY ELI LILLY &CO 0.6%
Value ($000) $1 Shares 1,349 Est. Cost $468.01 Unrealized +69.0%
MOAT VANECK ETF TRUST 0.6%
Value ($000) $1 Shares 14,174 Est. Cost $0.08 Unrealized
PAVE GLOBAL X FDS 0.6%
Value ($000) $1 Shares 31,725 Est. Cost $12.79 Unrealized
MU MICRON TECHNOLOGY INC 0.6%
Value ($000) $1 Shares 8,803 Est. Cost $82.77 Unrealized +51.3%
DGRW WISDOMTREE TR 0.6%
Value ($000) $1 Shares 13,983 Est. Cost $9.85 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $1 Shares 18,526 Est. Cost $0.05 Unrealized
ALL ALLSTATE CORP 0.5%
Value ($000) $1 Shares 6,490 Est. Cost $156.99 Unrealized +2.8%
CAT CATERPILLAR INC 0.5%
Value ($000) $1 Shares 3,055 Est. Cost $201.32 Unrealized +68.2%
AMGN AMGEN INC 0.5%
Value ($000) $1 Shares 3,253 Est. Cost $206.16 Unrealized +35.5%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1 Shares 6,465 Est. Cost $128.24 Unrealized +15.7%
CL COLGATE PALMOLIVE CO 0.5%
Value ($000) $1 Shares 10,031 Est. Cost $83.64 Unrealized +6.5%
RTX RTX CORPORATION 0.5%
Value ($000) $1 Shares 9,667 Est. Cost $95.22 Unrealized +5.1%
PPA INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $1 Shares 8,780 Est. Cost $11.23 Unrealized
IGM ISHARES TR 0.5%
Value ($000) $1 Shares 9,616 Est. Cost $4.14 Unrealized
EMR EMERSON ELEC CO 0.5%
Value ($000) $1 Shares 8,160 Est. Cost $99.97 Unrealized +7.5%
KO COCA COLA CO 0.5%
Value ($000) $1 Shares 14,029 Est. Cost $57.17 Unrealized +3.0%
ASML ASML HOLDING N V 0.4%
Value ($000) $1 Shares 852 Est. Cost $534.60 Unrealized
FLQM FRANKLIN TEMPLETON ETF TR 0.4%
Value ($000) $1 Shares 16,884 Est. Cost $0.05 Unrealized
IJJ ISHARES TR 0.4%
Value ($000) $1 Shares 7,631 Est. Cost $39.54 Unrealized
AMAT APPLIED MATLS INC 0.4%
Value ($000) $1 Shares 3,585 Est. Cost $137.57 Unrealized +53.7%
TLH ISHARES TR 0.4%
Value ($000) $1 Shares 8,088 Est. Cost $0.10 Unrealized
ADBE ADOBE INC 0.4%
Value ($000) $1 Shares 1,357 Est. Cost $482.35 Unrealized +0.4%
CRM SALESFORCE INC 0.4%
Value ($000) $1 Shares 2,939 Est. Cost $212.22 Unrealized +24.7%
VONG VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $1 Shares 8,046 Est. Cost $71.28 Unrealized
KBWB INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $1 Shares 14,081 Est. Cost $0.05 Unrealized
IJS ISHARES TR 0.4%
Value ($000) $1 Shares 7,649 Est. Cost $87.39 Unrealized
META META PLATFORMS INC 0.4%
Value ($000) $1 Shares 1,455 Est. Cost $306.13 Unrealized +57.9%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $1 Shares 1,304 Est. Cost $567.63 Unrealized +0.4%
DIS DISNEY WALT CO 0.4%
Value ($000) $1 Shares 7,019 Est. Cost $138.24 Unrealized -23.7%
PNC PNC FINL SVCS GROUP INC 0.3%
Value ($000) $1 Shares 4,300 Est. Cost $157.12 Unrealized -6.7%
IVW ISHARES TR 0.3%
Value ($000) $1 Shares 7,096 Est. Cost $17.49 Unrealized
IWF ISHARES TR 0.3%
Value ($000) $1 Shares 1,795 Est. Cost $35.11 Unrealized
CALF PACER FDS TR 0.3%
Value ($000) $1 Shares 14,973 Est. Cost $0.04 Unrealized
BND VANGUARD BD INDEX FDS 0.3%
Value ($000) $1 Shares 8,984 Est. Cost $0.07 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $1 Shares 20,770 Est. Cost $39.41 Unrealized -17.5%
IVE ISHARES TR 0.3%
Value ($000) $1 Shares 3,416 Est. Cost $47.52 Unrealized
FULT FULTON FINL CORP PA 0.3%
Value ($000) $1 Shares 36,513 Est. Cost $14.80 Unrealized +2.4%
MRK MERCK &CO INC 0.3%
Value ($000) $1 Shares 4,852 Est. Cost $82.95 Unrealized +46.7%
MLM MARTIN MARIETTA MATLS INC 0.3%
Value ($000) $1 Shares 1,085 Est. Cost $380.54 Unrealized +51.3%
EXE CHESAPEAKE ENERGY CORP 0.3%
Value ($000) $1 Shares 7,050 Est. Cost $77.11 Unrealized +9.0%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $1 Shares 13,907 Est. Cost $38.77 Unrealized -5.9%
DISCOVER FINL SVCS 0.3%
Value ($000) $1 Shares 4,302 Est. Cost $9.92 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1 Shares 8,788 Est. Cost $0.05 Unrealized
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $1 Shares 989 Est. Cost $332.90 Unrealized
MO ALTRIA GROUP INC 0.3%
Value ($000) $1 Shares 11,745 Est. Cost $38.70 Unrealized +1.1%
QCOM QUALCOMM INC 0.3%
Value ($000) $1 Shares 2,652 Est. Cost $154.79 Unrealized +17.8%
BUFF INNOVATOR ETFS TRUST 0.3%
Value ($000) $1 Shares 12,337 Est. Cost $0.04 Unrealized
CSCO CISCO SYS INC 0.3%
Value ($000) $1 Shares 10,913 Est. Cost $49.22 Unrealized -8.0%
HON HONEYWELL INTL INC 0.3%
Value ($000) $1 Shares 2,358 Est. Cost $171.38 Unrealized +7.2%
EOG EOG RES INC 0.3%
Value ($000) $1 Shares 4,000 Est. Cost $122.13 Unrealized 0.0%
TJX TJX COS INC NEW 0.3%
Value ($000) $0 Shares 4,422 Est. Cost $66.16 Unrealized +49.1%
BUG GLOBAL X FDS 0.3%
Value ($000) $0 Shares 16,299 Est. Cost $0.03 Unrealized
HUBB HUBBELL INC 0.2%
Value ($000) $0 Shares 1,322 Est. Cost $383.93 Unrealized 0.0%
BAC BANK AMERICA CORP 0.2%
Value ($000) $0 Shares 11,964 Est. Cost $39.88 Unrealized -7.6%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $0 Shares 2,026 Est. Cost $170.53 Unrealized +33.3%
IJH ISHARES TR 0.2%
Value ($000) $0 Shares 7,956 Est. Cost $28.89 Unrealized
SDY SPDR SER TR 0.2%
Value ($000) $0 Shares 3,645 Est. Cost $50.98 Unrealized
TFC TRUIST FINL CORP 0.2%
Value ($000) $0 Shares 11,917 Est. Cost $49.35 Unrealized -29.2%
DELL DELL TECHNOLOGIES INC 0.2%
Value ($000) $0 Shares 3,320 Est. Cost $64.96 Unrealized +101.1%
PFE PFIZER INC 0.2%
Value ($000) $0 Shares 16,268 Est. Cost $41.82 Unrealized -40.8%
DE DEERE &CO 0.2%
Value ($000) $0 Shares 1,218 Est. Cost $365.14 Unrealized +4.2%
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $0 Shares 3,117 Est. Cost $106.15 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $0 Shares 2,087 Est. Cost $121.42 Unrealized
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $0 Shares 22,188 Est. Cost $14.35 Unrealized +23.5%
LH LABCORP HOLDINGS INC 0.2%
Value ($000) $0 Shares 2,151 Est. Cost $199.50 Unrealized 0.0%
HYGV FLEXSHARES TR 0.2%
Value ($000) $0 Shares 10,802 Est. Cost $0.04 Unrealized
CMI CUMMINS INC 0.2%
Value ($000) $0 Shares 1,540 Est. Cost $205.43 Unrealized +34.4%
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $0 Shares 1,095 Est. Cost $310.80 Unrealized +7.0%
WMT WALMART INC 0.2%
Value ($000) $0 Shares 6,177 Est. Cost $53.85 Unrealized +15.1%
SCHG SCHWAB STRATEGIC TR 0.2%
Value ($000) $0 Shares 4,101 Est. Cost $19.57 Unrealized
DLN WISDOMTREE TR 0.2%
Value ($000) $0 Shares 5,569 Est. Cost $43.54 Unrealized
CZA INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $0 Shares 4,121 Est. Cost $89.41 Unrealized
IJK ISHARES TR 0.2%
Value ($000) $0 Shares 4,483 Est. Cost $54.03 Unrealized
BLACKROCK INC 0.2%
Value ($000) $0 Shares 492 Est. Cost $556.94 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $0 Shares 2,720 Est. Cost $86.20 Unrealized +62.0%
IQLT ISHARES TR 0.2%
Value ($000) $0 Shares 9,879 Est. Cost $0.04 Unrealized
MGK VANGUARD WORLD FD 0.2%
Value ($000) $0 Shares 1,197 Est. Cost $179.84 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $0 Shares 3,206 Est. Cost $80.41 Unrealized +43.5%
IWD ISHARES TR 0.2%
Value ($000) $0 Shares 2,093 Est. Cost $7.62 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $0 Shares 3,500 Est. Cost $115.09 Unrealized -10.6%
UNILEVER PLC 0.2%
Value ($000) $0 Shares 6,606 Est. Cost $39.49 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $0 Shares 705 Est. Cost $461.99 Unrealized +2.4%
IVV ISHARES TR 0.2%
Value ($000) $0 Shares 653 Est. Cost $68.05 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $0 Shares 1,754 Est. Cost $218.73 Unrealized -20.1%
VONV VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $0 Shares 4,430 Est. Cost $72.15 Unrealized
PPG PPG INDS INC 0.2%
Value ($000) $0 Shares 2,691 Est. Cost $133.43 Unrealized -4.6%
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $0 Shares 1,491 Est. Cost $157.82 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $0 Shares 1,249 Est. Cost $161.41 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $0 Shares 3,283 Est. Cost $87.64 Unrealized +4.2%
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value ($000) $0 Shares 6,750 Est. Cost $7.22 Unrealized
TROW PRICE T ROWE GROUP INC 0.2%
Value ($000) $0 Shares 2,852 Est. Cost $105.68 Unrealized +0.2%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $0 Shares 654 Est. Cost $35.45 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $0 Shares 7,960 Est. Cost $32.95 Unrealized
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $0 Shares 2,031 Est. Cost $16.64 Unrealized
PPL PPL CORP 0.2%
Value ($000) $0 Shares 11,722 Est. Cost $24.97 Unrealized +6.3%
LOW LOWES COS INC 0.2%
Value ($000) $0 Shares 1,457 Est. Cost $211.34 Unrealized +4.7%
VV VANGUARD INDEX FDS 0.2%
Value ($000) $0 Shares 1,257 Est. Cost $52.15 Unrealized
VBR VANGUARD INDEX FDS 0.2%
Value ($000) $0 Shares 1,706 Est. Cost $133.84 Unrealized
IXJ ISHARES TR 0.2%
Value ($000) $0 Shares 3,329 Est. Cost $87.11 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $0 Shares 4,729 Est. Cost $52.95 Unrealized
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $0 Shares 2,488 Est. Cost $76.77 Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $0 Shares 4,440 Est. Cost $72.33 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $0 Shares 1,263 Est. Cost $197.27 Unrealized +19.9%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $0 Shares 1,380 Est. Cost $144.70 Unrealized +40.2%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $0 Shares 867 Est. Cost $95.30 Unrealized +56.9%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $0 Shares 647 Est. Cost $315.61 Unrealized +34.2%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $0 Shares 3,945 Est. Cost $57.29 Unrealized +17.7%
GE GE AEROSPACE 0.1%
Value ($000) $0 Shares 1,820 Est. Cost $75.21 Unrealized +110.0%
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $0 Shares 2,226 Est. Cost $143.83 Unrealized -15.4%
SBUX STARBUCKS CORP 0.1%
Value ($000) $0 Shares 3,663 Est. Cost $79.26 Unrealized -1.5%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $0 Shares 6,823 Est. Cost $57.39 Unrealized -28.5%
FEZ SPDR INDEX SHS FDS 0.1%
Value ($000) $0 Shares 5,634 Est. Cost $33.54 Unrealized
SOXX ISHARES TR 0.1%
Value ($000) $0 Shares 1,145 Est. Cost $158.23 Unrealized
IEFA ISHARES TR 0.1%
Value ($000) $0 Shares 3,776 Est. Cost $1.84 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $0 Shares 735 Est. Cost $187.94 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $0 Shares 1,263 Est. Cost $252.93 Unrealized -11.4%
IWP ISHARES TR 0.1%
Value ($000) $0 Shares 2,387 Est. Cost $63.15 Unrealized
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $0 Shares 810 Est. Cost $155.76 Unrealized +101.4%
WMB WILLIAMS COS INC 0.1%
Value ($000) $0 Shares 6,160 Est. Cost $26.44 Unrealized +42.6%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $0 Shares 3,741 Est. Cost $67.08 Unrealized +0.8%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $0 Shares 2,156 Est. Cost $98.77 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $0 Shares 1,021 Est. Cost $249.93 Unrealized +0.1%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $0 Shares 970 Est. Cost $216.91 Unrealized +14.5%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $0 Shares 3,958 Est. Cost $51.10 Unrealized +17.8%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $0 Shares 2,753 Est. Cost $80.30 Unrealized +2.9%
CSX CSX CORP 0.1%
Value ($000) $0 Shares 7,304 Est. Cost $33.55 Unrealized -1.3%
AZO AUTOZONE INC 0.1%
Value ($000) $0 Shares 82 Est. Cost $2160.30 Unrealized +35.5%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $0 Shares 2,059 Est. Cost $93.13 Unrealized +14.6%
ARISTA NETWORKS INC 0.1%
Value ($000) $0 Shares 665 Est. Cost $0.26 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.1%
Value ($000) $0 Shares 2,200 Est. Cost $89.80 Unrealized -0.0%
VONE VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $0 Shares 911 Est. Cost $207.82 Unrealized
IAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $0 Shares 8,228 Est. Cost $0.03 Unrealized
APD AIR PRODS &CHEMS INC 0.1%
Value ($000) $0 Shares 853 Est. Cost $235.16 Unrealized +3.1%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $0 Shares 5,650 Est. Cost $41.76 Unrealized -11.1%
VCR VANGUARD WORLD FD 0.1%
Value ($000) $0 Shares 708 Est. Cost $288.60 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $0 Shares 3,687 Est. Cost $47.31 Unrealized +20.2%
SLX VANECK ETF TRUST 0.1%
Value ($000) $0 Shares 3,325 Est. Cost $0.07 Unrealized
VIS VANGUARD WORLD FD 0.1%
Value ($000) $0 Shares 926 Est. Cost $167.69 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $0 Shares 2,059 Est. Cost $71.02 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $0 Shares 1,331 Est. Cost $113.47 Unrealized +41.8%
IWS ISHARES TR 0.1%
Value ($000) $0 Shares 1,731 Est. Cost $81.25 Unrealized
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $0 Shares 369 Est. Cost $439.16 Unrealized +21.4%
TDIV FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $0 Shares 2,752 Est. Cost $36.54 Unrealized
IEMG ISHARES INC 0.1%
Value ($000) $0 Shares 3,841 Est. Cost $0.10 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $0 Shares 2,851 Est. Cost $56.82 Unrealized +22.3%
MPC MARATHON PETE CORP 0.1%
Value ($000) $0 Shares 1,176 Est. Cost $127.74 Unrealized +40.6%
SFLR INNOVATOR ETFS TRUST 0.1%
Value ($000) $0 Shares 6,511 Est. Cost $0.03 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $0 Shares 301 Est. Cost $37.85 Unrealized +65.0%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $0 Shares 2,900 Est. Cost $55.34 Unrealized +14.1%
BUD ANHEUSER BUSCH INBEV SA/NV 0.1%
Value ($000) $0 Shares 3,375 Est. Cost $35.79 Unrealized
EFV ISHARES TR 0.1%
Value ($000) $0 Shares 3,653 Est. Cost $4.10 Unrealized
IUSB ISHARES TR 0.1%
Value ($000) $0 Shares 4,337 Est. Cost $0.05 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $0 Shares 762 Est. Cost $242.05 Unrealized +5.4%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $0 Shares 1,896 Est. Cost $88.91 Unrealized +6.0%
VMC VULCAN MATLS CO 0.1%
Value ($000) $0 Shares 770 Est. Cost $180.88 Unrealized +41.1%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $0 Shares 3,240 Est. Cost $112.73 Unrealized -43.7%
VHT VANGUARD WORLD FD 0.1%
Value ($000) $0 Shares 704 Est. Cost $248.02 Unrealized
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $0 Shares 1,935 Est. Cost $83.21 Unrealized +12.6%
FDX FEDEX CORP 0.1%
Value ($000) $0 Shares 620 Est. Cost $221.82 Unrealized +13.5%
SPTL SPDR SER TR 0.1%
Value ($000) $0 Shares 6,749 Est. Cost $0.03 Unrealized
IXUS ISHARES TR 0.1%
Value ($000) $0 Shares 2,736 Est. Cost $0.06 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $0 Shares 2,246 Est. Cost $2.24 Unrealized
NJR NEW JERSEY RES CORP 0.1%
Value ($000) $0 Shares 4,140 Est. Cost $40.39 Unrealized -0.1%
FISV FISERV INC 0.1%
Value ($000) $0 Shares 1,178 Est. Cost $101.21 Unrealized +49.6%
USMV ISHARES TR 0.1%
Value ($000) $0 Shares 2,078 Est. Cost $74.62 Unrealized
T AT&T INC 0.1%
Value ($000) $0 Shares 9,067 Est. Cost $14.99 Unrealized +7.8%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $0 Shares 563 Est. Cost $317.10 Unrealized -5.6%
DEO DIAGEO PLC 0.1%
Value ($000) $0 Shares 1,345 Est. Cost $203.58 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $0 Shares 1,753 Est. Cost $0.10 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $0 Shares 212 Est. Cost $118.62 Unrealized +23.7%
TMUS T-MOBILE US INC 0.1%
Value ($000) $0 Shares 933 Est. Cost $137.50 Unrealized +19.0%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $0 Shares 2,033 Est. Cost $29.88 Unrealized +5.6%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $0 Shares 906 Est. Cost $172.03 Unrealized
TDG TRANSDIGM GROUP INC 0.1%
Value ($000) $0 Shares 128 Est. Cost $534.00 Unrealized +112.8%
IJR ISHARES TR 0.1%
Value ($000) $0 Shares 1,505 Est. Cost $16.03 Unrealized
EFG ISHARES TR 0.1%
Value ($000) $0 Shares 1,560 Est. Cost $14.18 Unrealized
WSBC WESBANCO INC 0.1%
Value ($000) $0 Shares 5,636 Est. Cost $36.02 Unrealized -23.2%
LEN LENNAR CORP 0.1%
Value ($000) $0 Shares 1,024 Est. Cost $147.73 Unrealized +0.6%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $0 Shares 342 Est. Cost $356.05 Unrealized +11.9%
ITOT ISHARES TR 0.1%
Value ($000) $0 Shares 1,297 Est. Cost $0.11 Unrealized
MKC MCCORMICK &CO INC 0.1%
Value ($000) $0 Shares 2,141 Est. Cost $77.26 Unrealized -9.8%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $0 Shares 3,258 Est. Cost $43.76 Unrealized +5.0%
CB CHUBB LIMITED 0.1%
Value ($000) $0 Shares 572 Est. Cost $196.99 Unrealized +28.3%
TLT ISHARES TR 0.1%
Value ($000) $0 Shares 1,601 Est. Cost $0.10 Unrealized
QUAL ISHARES TR 0.1%
Value ($000) $0 Shares 853 Est. Cost $0.15 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $0 Shares 837 Est. Cost $123.04 Unrealized
SAP SAP SE 0.1%
Value ($000) $0 Shares 710 Est. Cost $108.32 Unrealized
HELE HELEN OF TROY LTD 0.1%
Value ($000) $0 Shares 1,540 Est. Cost $210.67 Unrealized -51.9%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $0 Shares 4,904 Est. Cost $23.60 Unrealized
BOTZ GLOBAL X FDS 0.1%
Value ($000) $0 Shares 4,606 Est. Cost $12.30 Unrealized
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $0 Shares 1,886 Est. Cost $0.07 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $0 Shares 2,346 Est. Cost $89.31 Unrealized -34.5%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $0 Shares 2,375 Est. Cost $0.05 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $0 Shares 1,000 Est. Cost $141.59 Unrealized 0.0%
SLV ISHARES SILVER TR 0.1%
Value ($000) $0 Shares 5,151 Est. Cost $11.20 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $0 Shares 635 Est. Cost $32.50 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $0 Shares 671 Est. Cost $0.19 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $0 Shares 979 Est. Cost $176.37 Unrealized -26.3%
MS MORGAN STANLEY 0.1%
Value ($000) $0 Shares 1,391 Est. Cost $80.62 Unrealized +12.6%
IJT ISHARES TR 0.1%
Value ($000) $0 Shares 1,054 Est. Cost $0.12 Unrealized
AZN ASTRAZENECA PLC 0.1%
Value ($000) $0 Shares 1,712 Est. Cost $16.94 Unrealized
CODORUS VY BANCORP INC 0.1%
Value ($000) $0 Shares 5,517 Est. Cost $21.99 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $0 Shares 389 Est. Cost $262.77 Unrealized +26.9%
SJM SMUCKER J M CO 0.1%
Value ($000) $0 Shares 1,203 Est. Cost $108.55 Unrealized -2.2%
SNA SNAP ON INC 0.1%
Value ($000) $0 Shares 500 Est. Cost $190.45 Unrealized +38.1%
NUVEEN S&P 500 BUY-WRITE INC 0.1%
Value ($000) $0 Shares 9,610 Est. Cost $11.28 Unrealized
XPND FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $0 Shares 4,600 Est. Cost $15.00 Unrealized
PMAR INNOVATOR ETFS TRUST 0.1%
Value ($000) $0 Shares 3,425 Est. Cost $0.04 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $0 Shares 1,760 Est. Cost $72.50 Unrealized -1.8%
MET METLIFE INC 0.1%
Value ($000) $0 Shares 1,805 Est. Cost $60.03 Unrealized +13.5%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $0 Shares 1,950 Est. Cost $61.76 Unrealized +0.6%
SPSM SPDR SER TR 0.1%
Value ($000) $0 Shares 2,957 Est. Cost $0.04 Unrealized
PFEB INNOVATOR ETFS TRUST 0.1%
Value ($000) $0 Shares 3,435 Est. Cost $0.03 Unrealized
RMD RESMED INC 0.1%
Value ($000) $0 Shares 640 Est. Cost $233.64 Unrealized -14.4%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $0 Shares 2,756 Est. Cost $43.64 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $0 Shares 2,626 Est. Cost $0.04 Unrealized
PEJ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $0 Shares 2,640 Est. Cost $48.86 Unrealized
SWK STANLEY BLACK &DECKER INC 0.1%
Value ($000) $0 Shares 1,479 Est. Cost $142.42 Unrealized -42.3%
PLD PROLOGIS INC. 0.1%
Value ($000) $0 Shares 1,049 Est. Cost $128.36 Unrealized -18.6%
ENB ENBRIDGE INC 0.1%
Value ($000) $0 Shares 3,290 Est. Cost $34.12 Unrealized -5.1%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $0 Shares 1,685 Est. Cost $66.52 Unrealized +4.8%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $0 Shares 216 Est. Cost $51.39 Unrealized
IEV ISHARES TR 0.1%
Value ($000) $0 Shares 2,100 Est. Cost $50.12 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $0 Shares 3,012 Est. Cost $14.76 Unrealized
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $0 Shares 720 Est. Cost $129.93 Unrealized +5.0%
ACWX ISHARES TR 0.1%
Value ($000) $0 Shares 2,040 Est. Cost $30.21 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $0 Shares 330 Est. Cost $201.09 Unrealized +57.8%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $0 Shares 2,744 Est. Cost $32.76 Unrealized
WTRG ESSENTIAL UTILS INC 0.1%
Value ($000) $0 Shares 2,754 Est. Cost $43.71 Unrealized -15.1%
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $0 Shares 657 Est. Cost $150.92 Unrealized
VAW VANGUARD WORLD FD 0.1%
Value ($000) $0 Shares 510 Est. Cost $25.79 Unrealized
JMEE J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $0 Shares 1,760 Est. Cost $0.06 Unrealized
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $0 Shares 193 Est. Cost $289.99 Unrealized +82.0%
ILCG ISHARES TR 0.1%
Value ($000) $0 Shares 1,200 Est. Cost $65.40 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $0 Shares 2,285 Est. Cost $9.05 Unrealized
GMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $0 Shares 2,735 Est. Cost $0.03 Unrealized
CWB SPDR SER TR 0.0%
Value ($000) $0 Shares 1,321 Est. Cost $68.62 Unrealized
UGI UGI CORP NEW 0.0%
Value ($000) $0 Shares 4,092 Est. Cost $35.06 Unrealized -30.9%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 562 Est. Cost $68.43 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $0 Shares 385 Est. Cost $217.41 Unrealized +8.9%
HUBS HUBSPOT INC 0.0%
Value ($000) $0 Shares 153 Est. Cost $437.12 Unrealized +40.3%
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $0 Shares 842 Est. Cost $0.08 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 0.0%
Value ($000) $0 Shares 2,391 Est. Cost $36.07 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $0 Shares 390 Est. Cost $154.09 Unrealized +34.7%
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $0 Shares 1,650 Est. Cost $63.26 Unrealized -13.4%
PAYX PAYCHEX INC 0.0%
Value ($000) $0 Shares 748 Est. Cost $109.84 Unrealized +5.9%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 411 Est. Cost $187.31 Unrealized
IYK ISHARES TR 0.0%
Value ($000) $0 Shares 1,260 Est. Cost $66.71 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $0 Shares 609 Est. Cost $129.72 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $0 Shares 186 Est. Cost $439.74 Unrealized +1.0%
GAUG FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $0 Shares 2,415 Est. Cost $0.03 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $0 Shares 749 Est. Cost $117.39 Unrealized -1.2%
VOX VANGUARD WORLD FD 0.0%
Value ($000) $0 Shares 561 Est. Cost $72.04 Unrealized
DES WISDOMTREE TR 0.0%
Value ($000) $0 Shares 2,439 Est. Cost $13.84 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $0 Shares 1,525 Est. Cost $66.91 Unrealized -29.6%
KWR QUAKER HOUGHTON 0.0%
Value ($000) $0 Shares 440 Est. Cost $198.50 Unrealized -6.9%
BAX BAXTER INTL INC 0.0%
Value ($000) $0 Shares 2,139 Est. Cost $76.40 Unrealized -53.5%
SHEL SHELL PLC 0.0%
Value ($000) $0 Shares 1,005 Est. Cost $43.73 Unrealized
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $0 Shares 1,120 Est. Cost $80.27 Unrealized -12.3%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 760 Est. Cost $50.91 Unrealized
PWR QUANTA SVCS INC 0.0%
Value ($000) $0 Shares 273 Est. Cost $182.31 Unrealized +45.0%
VRP INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 2,917 Est. Cost $24.39 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $0 Shares 248 Est. Cost $269.84 Unrealized -2.7%
IHF ISHARES TR 0.0%
Value ($000) $0 Shares 1,274 Est. Cost $42.71 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $0 Shares 375 Est. Cost $158.10 Unrealized 0.0%
BDX BECTON DICKINSON &CO 0.0%
Value ($000) $0 Shares 280 Est. Cost $234.37 Unrealized -2.8%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $0 Shares 327 Est. Cost $47.25 Unrealized +327.4%
IR INGERSOLL RAND INC 0.0%
Value ($000) $0 Shares 714 Est. Cost $53.32 Unrealized +72.1%
MTB M &T BK CORP 0.0%
Value ($000) $0 Shares 416 Est. Cost $154.40 Unrealized -10.0%
EQIX EQUINIX INC 0.0%
Value ($000) $0 Shares 85 Est. Cost $763.51 Unrealized -4.1%
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value ($000) $0 Shares 200 Est. Cost $246.46 Unrealized +7.4%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $0 Shares 826 Est. Cost $47.49 Unrealized +54.1%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 730 Est. Cost $87.67 Unrealized
PKG PACKAGING CORP AMER 0.0%
Value ($000) $0 Shares 350 Est. Cost $124.02 Unrealized +40.6%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $0 Shares 746 Est. Cost $63.34 Unrealized +29.7%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 5,985 Est. Cost $11.05 Unrealized -7.4%
IWN ISHARES TR 0.0%
Value ($000) $0 Shares 414 Est. Cost $121.10 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 247 Est. Cost $148.86 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $0 Shares 321 Est. Cost $157.43 Unrealized +11.9%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $0 Shares 204 Est. Cost $393.57 Unrealized -15.1%
DOV DOVER CORP 0.0%
Value ($000) $0 Shares 340 Est. Cost $156.05 Unrealized +12.7%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $0 Shares 908 Est. Cost $60.48 Unrealized +7.7%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $0 Shares 659 Est. Cost $69.52 Unrealized +26.1%
SO SOUTHERN CO 0.0%
Value ($000) $0 Shares 758 Est. Cost $60.30 Unrealized +19.0%
GSK GSK PLC 0.0%
Value ($000) $0 Shares 1,524 Est. Cost $12.52 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $0 Shares 429 Est. Cost $114.39 Unrealized +16.5%
FTRE FORTREA HLDGS INC 0.0%
Value ($000) $0 Shares 2,449 Est. Cost $29.77 Unrealized +4.3%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 679 Est. Cost $48.73 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $0 Shares 275 Est. Cost $181.82 Unrealized
XSLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 1,293 Est. Cost $0.04 Unrealized
KR KROGER CO 0.0%
Value ($000) $0 Shares 1,137 Est. Cost $47.83 Unrealized +8.8%
XMLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 995 Est. Cost $0.05 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $0 Shares 222 Est. Cost $169.74 Unrealized +39.1%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 600 Est. Cost $112.16 Unrealized -13.8%
BA BOEING CO 0.0%
Value ($000) $0 Shares 294 Est. Cost $200.72 Unrealized -11.2%
COR CENCORA INC 0.0%
Value ($000) $0 Shares 234 Est. Cost $155.14 Unrealized +47.3%
JMUB J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $0 Shares 1,023 Est. Cost $0.05 Unrealized
LIT GLOBAL X FDS 0.0%
Value ($000) $0 Shares 1,318 Est. Cost $76.77 Unrealized
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $0 Shares 438 Est. Cost $61.02 Unrealized +81.7%
LIBERTY ALL STAR EQUITY FD 0.0%
Value ($000) $0 Shares 7,597 Est. Cost $7.52 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $0 Shares 500 Est. Cost $65.20 Unrealized +49.7%
CCI CROWN CASTLE INC 0.0%
Value ($000) $0 Shares 515 Est. Cost $90.39 Unrealized -0.7%
CRS CARPENTER TECHNOLOGY CORP 0.0%
Value ($000) $0 Shares 450 Est. Cost $33.42 Unrealized +185.3%
PFF ISHARES TR 0.0%
Value ($000) $0 Shares 1,527 Est. Cost $36.18 Unrealized
BP BP PLC 0.0%
Value ($000) $0 Shares 1,359 Est. Cost $18.88 Unrealized
KKR KKR &CO INC 0.0%
Value ($000) $0 Shares 450 Est. Cost $48.28 Unrealized +108.9%
ZTS ZOETIS INC 0.0%
Value ($000) $0 Shares 270 Est. Cost $178.02 Unrealized -8.2%
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value ($000) $0 Shares 1,400 Est. Cost $31.43 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $0 Shares 2,300 Est. Cost $14.63 Unrealized +22.4%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $0 Shares 279 Est. Cost $14.09 Unrealized
SNY SANOFI 0.0%
Value ($000) $0 Shares 965 Est. Cost $50.25 Unrealized
NKE NIKE INC 0.0%
Value ($000) $0 Shares 612 Est. Cost $131.78 Unrealized -31.9%
XYL XYLEM INC 0.0%
Value ($000) $0 Shares 341 Est. Cost $111.10 Unrealized +20.1%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $0 Shares 583 Est. Cost $62.90 Unrealized +21.4%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $0 Shares 973 Est. Cost $46.36 Unrealized +1.9%
IRM IRON MTN INC DEL 0.0%
Value ($000) $0 Shares 500 Est. Cost $40.95 Unrealized +87.2%
LIN LINDE PLC 0.0%
Value ($000) $0 Shares 98 Est. Cost $392.59 Unrealized +9.7%
MANAGED PORTFOLIO SERIES 0.0%
Value ($000) $0 Shares 983 Est. Cost $29.89 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $0 Shares 111 Est. Cost $321.25 Unrealized +10.4%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $0 Shares 854 Est. Cost $52.20 Unrealized +1.5%
DOW DOW INC 0.0%
Value ($000) $0 Shares 812 Est. Cost $49.50 Unrealized +3.4%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $0 Shares 576 Est. Cost $85.61 Unrealized -16.5%
NUVEEN PFD &INCOME OPPORTUN 0.0%
Value ($000) $0 Shares 5,793 Est. Cost $3.27 Unrealized
AIQ GLOBAL X FDS 0.0%
Value ($000) $0 Shares 1,165 Est. Cost $0.03 Unrealized
UBSI UNITED BANKSHARES INC WEST V 0.0%
Value ($000) $0 Shares 1,319 Est. Cost $36.33 Unrealized -9.0%
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $0 Shares 716 Est. Cost $0.05 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $0 Shares 1,345 Est. Cost $0.03 Unrealized
BUFB INNOVATOR ETFS TRUST 0.0%
Value ($000) $0 Shares 1,300 Est. Cost $0.02 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $0 Shares 511 Est. Cost $85.55 Unrealized -8.8%
RDVY FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 740 Est. Cost $0.05 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $0 Shares 146 Est. Cost $182.85 Unrealized +36.8%
TMP TOMPKINS FINL CORP 0.0%
Value ($000) $0 Shares 797 Est. Cost $68.93 Unrealized -37.8%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 158 Est. Cost $173.91 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $0 Shares 581 Est. Cost $34.44 Unrealized
QSR RESTAURANT BRANDS INTL INC 0.0%
Value ($000) $0 Shares 555 Est. Cost $56.88 Unrealized +25.6%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $0 Shares 287 Est. Cost $120.19 Unrealized +9.6%
SEIC SEI INVTS CO 0.0%
Value ($000) $0 Shares 600 Est. Cost $56.38 Unrealized +16.5%
NUE NUCOR CORP 0.0%
Value ($000) $0 Shares 240 Est. Cost $115.55 Unrealized +46.2%
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $17.05 Unrealized
KELLANOVA 0.0%
Value ($000) $0 Shares 661 Est. Cost $52.56 Unrealized +6.9%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $0 Shares 142 Est. Cost $41.96 Unrealized +24.7%
FTV FORTIVE CORP 0.0%
Value ($000) $0 Shares 500 Est. Cost $57.63 Unrealized 0.0%
DIG PROSHARES TR 0.0%
Value ($000) $0 Shares 862 Est. Cost $0.04 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $0 Shares 585 Est. Cost $58.17 Unrealized
WEN WENDYS CO 0.0%
Value ($000) $0 Shares 2,125 Est. Cost $22.53 Unrealized -19.3%
MAIN MAIN STR CAP CORP 0.0%
Value ($000) $0 Shares 700 Est. Cost $42.82 Unrealized +14.0%
ARTNA ARTESIAN RES CORP 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $41.32 Unrealized -18.1%
SCZ ISHARES TR 0.0%
Value ($000) $0 Shares 552 Est. Cost $0.06 Unrealized
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $0 Shares 300 Est. Cost $109.09 Unrealized +11.0%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 450 Est. Cost $75.56 Unrealized
SUPER MICRO COMPUTER INC 0.0%
Value ($000) $0 Shares 41 Est. Cost $0.80 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 Shares 323 Est. Cost $113.90 Unrealized
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $0 Shares 385 Est. Cost $62.67 Unrealized +44.9%
IBIT ISHARES BITCOIN TR 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $0.04 Unrealized
GPN GLOBAL PMTS INC 0.0%
Value ($000) $0 Shares 336 Est. Cost $121.46 Unrealized -11.0%
SHOP SHOPIFY INC 0.0%
Value ($000) $0 Shares 500 Est. Cost $66.33 Unrealized 0.0%
HDV ISHARES TR 0.0%
Value ($000) $0 Shares 302 Est. Cost $0.11 Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $367.98 Unrealized -4.4%
CTVA CORTEVA INC 0.0%
Value ($000) $0 Shares 613 Est. Cost $50.98 Unrealized +6.1%
KNG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 637 Est. Cost $0.05 Unrealized
PMAY INNOVATOR ETFS TRUST 0.0%
Value ($000) $0 Shares 950 Est. Cost $0.03 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $0 Shares 336 Est. Cost $94.74 Unrealized +0.2%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $0 Shares 284 Est. Cost $0.10 Unrealized
ALLE ALLEGION PLC 0.0%
Value ($000) $0 Shares 270 Est. Cost $112.47 Unrealized +7.6%
SILK RD MED INC 0.0%
Value ($000) $0 Shares 1,150 Est. Cost $38.55 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $0 Shares 2,291 Est. Cost $12.25 Unrealized +2.5%
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $0 Shares 1,038 Est. Cost $28.97 Unrealized -0.5%
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 670 Est. Cost $38.81 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value ($000) $0 Shares 2,221 Est. Cost $0.01 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $380.21 Unrealized +48.7%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $0 Shares 616 Est. Cost $37.88 Unrealized +28.9%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 1,070 Est. Cost $4.22 Unrealized
PKW INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 280 Est. Cost $0.11 Unrealized
SCI SERVICE CORP INTL 0.0%
Value ($000) $0 Shares 400 Est. Cost $62.98 Unrealized +12.7%
SDVY FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 848 Est. Cost $0.03 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $0 Shares 1,343 Est. Cost $17.22 Unrealized +2.3%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 437 Est. Cost $38.84 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $0 Shares 700 Est. Cost $36.04 Unrealized +0.8%
NOBL PROSHARES TR 0.0%
Value ($000) $0 Shares 284 Est. Cost $0.10 Unrealized
TREEHOUSE FOODS INC 0.0%
Value ($000) $0 Shares 726 Est. Cost $33.06 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $0 Shares 79 Est. Cost $264.78 Unrealized +26.2%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 116 Est. Cost $206.04 Unrealized +1.5%
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $0 Shares 271 Est. Cost $0.08 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $0 Shares 434 Est. Cost $46.99 Unrealized +18.6%
SPYD SPDR SER TR 0.0%
Value ($000) $0 Shares 614 Est. Cost $0.04 Unrealized
VFH VANGUARD WORLD FD 0.0%
Value ($000) $0 Shares 251 Est. Cost $93.54 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $0 Shares 521 Est. Cost $48.26 Unrealized +2.2%
CBRL CRACKER BARREL OLD CTRY STOR 0.0%
Value ($000) $0 Shares 600 Est. Cost $69.08 Unrealized -25.5%
APTIV PLC 0.0%
Value ($000) $0 Shares 351 Est. Cost $0.08 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 103 Est. Cost $19.58 Unrealized
VISTA OUTDOOR INC 0.0%
Value ($000) $0 Shares 648 Est. Cost $35.49 Unrealized
GOOD GLADSTONE COMMERCIAL CORP 0.0%
Value ($000) $0 Shares 1,700 Est. Cost $21.76 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $0 Shares 375 Est. Cost $58.71 Unrealized 0.0%
CEDAR FAIR L P 0.0%
Value ($000) $0 Shares 448 Est. Cost $0.05 Unrealized
NUVEEN MUN VALUE FD INC 0.0%
Value ($000) $0 Shares 2,722 Est. Cost $0.01 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $0 Shares 122 Est. Cost $212.81 Unrealized -17.2%
NUVEEN VRIABL RAT PFD &INM 0.0%
Value ($000) $0 Shares 1,233 Est. Cost $0.02 Unrealized
CALAMOS CONV &HIGH INCOME F 0.0%
Value ($000) $0 Shares 2,100 Est. Cost $14.29 Unrealized
ITB ISHARES TR 0.0%
Value ($000) $0 Shares 225 Est. Cost $0.09 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $0 Shares 282 Est. Cost $82.53 Unrealized -6.9%
USHY ISHARES TR 0.0%
Value ($000) $0 Shares 635 Est. Cost $7.95 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $0 Shares 287 Est. Cost $0.08 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 1,952 Est. Cost $12.46 Unrealized
IAGG ISHARES TR 0.0%
Value ($000) $0 Shares 446 Est. Cost $34.74 Unrealized
VOYA GLBL EQTY DIV &PREM OP 0.0%
Value ($000) $0 Shares 4,000 Est. Cost $5.75 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $0 Shares 758 Est. Cost $0.02 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $0 Shares 175 Est. Cost $117.16 Unrealized +0.6%
BHE BENCHMARK ELECTRS INC 0.0%
Value ($000) $0 Shares 498 Est. Cost $23.73 Unrealized +50.6%
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 580 Est. Cost $0.04 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $0 Shares 152 Est. Cost $145.36 Unrealized -7.4%
O REALTY INCOME CORP 0.0%
Value ($000) $0 Shares 400 Est. Cost $55.33 Unrealized -12.1%
GJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $0 Shares 570 Est. Cost $0.03 Unrealized
BLV VANGUARD BD INDEX FDS 0.0%
Value ($000) $0 Shares 289 Est. Cost $0.08 Unrealized
ABRDN HEALTHCARE OPPORTUNITI 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $22.00 Unrealized
FHI FEDERATED HERMES INC 0.0%
Value ($000) $0 Shares 615 Est. Cost $34.52 Unrealized -9.4%
DON WISDOMTREE TR 0.0%
Value ($000) $0 Shares 440 Est. Cost $37.39 Unrealized
IXN ISHARES TR 0.0%
Value ($000) $0 Shares 250 Est. Cost $0.07 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 251 Est. Cost $0.07 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 305 Est. Cost $0.06 Unrealized
COPX GLOBAL X FDS 0.0%
Value ($000) $0 Shares 440 Est. Cost $45.45 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value ($000) $0 Shares 387 Est. Cost $60.70 Unrealized 0.0%
BARRICK GOLD CORP 0.0%
Value ($000) $0 Shares 1,091 Est. Cost $24.46 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $0 Shares 389 Est. Cost $38.34 Unrealized
KMT KENNAMETAL INC 0.0%
Value ($000) $0 Shares 800 Est. Cost $28.91 Unrealized -19.9%
BNS BANK NOVA SCOTIA HALIFAX 0.0%
Value ($000) $0 Shares 400 Est. Cost $58.64 Unrealized -25.1%
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $0 Shares 1,700 Est. Cost $11.18 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $0 Shares 125 Est. Cost $174.67 Unrealized -15.3%
CF CF INDS HLDGS INC 0.0%
Value ($000) $0 Shares 250 Est. Cost $74.27 Unrealized +0.5%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $0 Shares 130 Est. Cost $114.02 Unrealized +9.9%
HAL HALLIBURTON CO 0.0%
Value ($000) $0 Shares 525 Est. Cost $28.91 Unrealized +22.1%
CHT CHUNGHWA TELECOM CO LTD 0.0%
Value ($000) $0 Shares 450 Est. Cost $44.44 Unrealized
SLF SUN LIFE FINANCIAL INC. 0.0%
Value ($000) $0 Shares 370 Est. Cost $44.71 Unrealized +13.5%
NEOG NEOGEN CORP 0.0%
Value ($000) $0 Shares 1,107 Est. Cost $20.14 Unrealized -31.0%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $0 Shares 1,909 Est. Cost $0.01 Unrealized
IFRA ISHARES TR 0.0%
Value ($000) $0 Shares 419 Est. Cost $0.04 Unrealized
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $0 Shares 336 Est. Cost $33.82 Unrealized +35.3%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $0 Shares 85 Est. Cost $139.71 Unrealized +35.2%
GLW CORNING INC 0.0%
Value ($000) $0 Shares 426 Est. Cost $31.53 Unrealized +6.8%
PGJ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 775 Est. Cost $28.39 Unrealized
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $0 Shares 800 Est. Cost $17.66 Unrealized -2.2%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $0 Shares 509 Est. Cost $47.11 Unrealized -22.3%
ALC ALCON AG 0.0%
Value ($000) $0 Shares 180 Est. Cost $77.08 Unrealized +10.2%
DHI D R HORTON INC 0.0%
Value ($000) $0 Shares 117 Est. Cost $144.49 Unrealized 0.0%
EXC EXELON CORP 0.0%
Value ($000) $0 Shares 474 Est. Cost $36.83 Unrealized -5.7%
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $0 Shares 218 Est. Cost $0.07 Unrealized
STBA S &T BANCORP INC 0.0%
Value ($000) $0 Shares 464 Est. Cost $30.02 Unrealized +4.2%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $0 Shares 14 Est. Cost $629.16 Unrealized +53.2%
AMERICAN CENTY ETF TR 0.0%
Value ($000) $0 Shares 400 Est. Cost $0.04 Unrealized
TECB ISHARES TR 0.0%
Value ($000) $0 Shares 300 Est. Cost $0.05 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $0 Shares 142 Est. Cost $77.95 Unrealized +21.9%
PRNT ARK ETF TR 0.0%
Value ($000) $0 Shares 725 Est. Cost $28.97 Unrealized
CWI SPDR INDEX SHS FDS 0.0%
Value ($000) $0 Shares 480 Est. Cost $27.08 Unrealized
GEN GEN DIGITAL INC 0.0%
Value ($000) $0 Shares 541 Est. Cost $25.34 Unrealized -12.3%
ORRF ORRSTOWN FINL SVCS INC 0.0%
Value ($000) $0 Shares 500 Est. Cost $21.32 Unrealized +15.0%
EIX EDISON INTL 0.0%
Value ($000) $0 Shares 192 Est. Cost $56.54 Unrealized +18.7%
EATON VANCE TAX-MANAGED BUY- 0.0%
Value ($000) $0 Shares 1,023 Est. Cost $0.01 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $0 Shares 200 Est. Cost $66.93 Unrealized +3.2%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $0 Shares 29 Est. Cost $405.49 Unrealized +4.5%
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 181 Est. Cost $66.69 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 299 Est. Cost $34.14 Unrealized
DXCM DEXCOM INC 0.0%
Value ($000) $0 Shares 127 Est. Cost $100.49 Unrealized +25.8%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $0 Shares 141 Est. Cost $112.18 Unrealized -21.1%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $0 Shares 125 Est. Cost $140.64 Unrealized -9.8%
PNOV INNOVATOR ETFS TRUST 0.0%
Value ($000) $0 Shares 360 Est. Cost $0.03 Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $0 Shares 300 Est. Cost $39.60 Unrealized +14.1%
IDU ISHARES TR 0.0%
Value ($000) $0 Shares 150 Est. Cost $93.33 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $0 Shares 1,803 Est. Cost $17.02 Unrealized -52.9%
HYLB DBX ETF TR 0.0%
Value ($000) $0 Shares 361 Est. Cost $0.04 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $0 Shares 323 Est. Cost $36.00 Unrealized +4.9%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $0 Shares 82 Est. Cost $116.33 Unrealized +32.0%
EPP ISHARES INC 0.0%
Value ($000) $0 Shares 300 Est. Cost $50.00 Unrealized
IEI ISHARES TR 0.0%
Value ($000) $0 Shares 111 Est. Cost $118.18 Unrealized
RPV INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 139 Est. Cost $0.07 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $0 Shares 17 Est. Cost $151.67 Unrealized +11.1%
AJG GALLAGHER ARTHUR J &CO 0.0%
Value ($000) $0 Shares 46 Est. Cost $236.41 Unrealized +3.4%
FPX FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 117 Est. Cost $0.09 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 0.0%
Value ($000) $0 Shares 375 Est. Cost $0.03 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $0 Shares 11 Est. Cost $1.00 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $0 Shares 155 Est. Cost $73.31 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $0 Shares 128 Est. Cost $76.62 Unrealized +13.3%
UTZ UTZ BRANDS INC 0.0%
Value ($000) $0 Shares 650 Est. Cost $15.63 Unrealized +15.2%
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $0 Shares 500 Est. Cost $24.87 Unrealized -12.6%
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $0 Shares 250 Est. Cost $61.94 Unrealized -27.4%
BUFR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $0 Shares 369 Est. Cost $0.02 Unrealized
CCJ CAMECO CORP 0.0%
Value ($000) $0 Shares 212 Est. Cost $30.30 Unrealized +66.7%
FOLD AMICUS THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $9.38 Unrealized +9.5%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $0 Shares 46 Est. Cost $192.70 Unrealized 0.0%
BN BROOKFIELD CORP 0.0%
Value ($000) $0 Shares 249 Est. Cost $21.26 Unrealized +29.6%
INDY ISHARES TR 0.0%
Value ($000) $0 Shares 190 Est. Cost $31.59 Unrealized
ALLIANCEBERNSTEIN GLOBAL HIG 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $9.00 Unrealized
ACWI ISHARES TR 0.0%
Value ($000) $0 Shares 91 Est. Cost $100.00 Unrealized
MBB ISHARES TR 0.0%
Value ($000) $0 Shares 103 Est. Cost $0.10 Unrealized
AGZ ISHARES TR 0.0%
Value ($000) $0 Shares 90 Est. Cost $111.11 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $0 Shares 307 Est. Cost $34.92 Unrealized +4.0%
SRVR PACER FDS TR 0.0%
Value ($000) $0 Shares 322 Est. Cost $38.61 Unrealized
PSEP INNOVATOR ETFS TRUST 0.0%
Value ($000) $0 Shares 251 Est. Cost $27.82 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $0 Shares 328 Est. Cost $29.30 Unrealized -6.6%
CCEP COCA-COLA EUROPACIFIC PARTNE 0.0%
Value ($000) $0 Shares 116 Est. Cost $58.80 Unrealized +16.7%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $0 Shares 180 Est. Cost $47.71 Unrealized 0.0%
VOYA GLBL ADV &PREM OPP FD 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $10.00 Unrealized
WMK WEIS MKTS INC 0.0%
Value ($000) $0 Shares 142 Est. Cost $61.66 Unrealized 0.0%
TWLO TWILIO INC 0.0%
Value ($000) $0 Shares 129 Est. Cost $83.89 Unrealized -29.7%
ETD ETHAN ALLEN INTERIORS INC 0.0%
Value ($000) $0 Shares 300 Est. Cost $19.65 Unrealized +32.8%
IYG ISHARES TR 0.0%
Value ($000) $0 Shares 124 Est. Cost $56.49 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $0 Shares 22 Est. Cost $478.45 Unrealized -31.0%
PBI PITNEY BOWES INC 0.0%
Value ($000) $0 Shares 1,580 Est. Cost $5.42 Unrealized -11.9%
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $0 Shares 400 Est. Cost $25.00 Unrealized
BALL BALL CORP 0.0%
Value ($000) $0 Shares 140 Est. Cost $86.19 Unrealized -24.1%
SOUN SOUNDHOUND AI INC 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $4.30 Unrealized +7.8%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $0 Shares 253 Est. Cost $31.30 Unrealized +4.0%
SONY SONY GROUP CORP 0.0%
Value ($000) $0 Shares 89 Est. Cost $0.08 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $0 Shares 266 Est. Cost $27.29 Unrealized +3.8%
DYNAVAX TECHNOLOGIES CORP 0.0%
Value ($000) $0 Shares 700 Est. Cost $11.43 Unrealized
SMH VANECK ETF TRUST 0.0%
Value ($000) $0 Shares 30 Est. Cost $0.17 Unrealized
NUVEEN REAL ESTATE INCOME FD 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $12.00 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $0 Shares 604 Est. Cost $16.32 Unrealized -19.5%
GMAY FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $0 Shares 214 Est. Cost $0.03 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $0 Shares 24 Est. Cost $0.20 Unrealized
VPU VANGUARD WORLD FD 0.0%
Value ($000) $0 Shares 50 Est. Cost $0.14 Unrealized
CBU COMMUNITY FINANCIAL SYSTEM I 0.0%
Value ($000) $0 Shares 150 Est. Cost $63.93 Unrealized -33.1%
HPQ HP INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $32.05 Unrealized -7.3%
VSH VISHAY INTERTECHNOLOGY INC 0.0%
Value ($000) $0 Shares 320 Est. Cost $17.59 Unrealized +23.4%
HLN HALEON PLC 0.0%
Value ($000) $0 Shares 913 Est. Cost $3.99 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $0 Shares 82 Est. Cost $71.08 Unrealized +14.5%
SHY ISHARES TR 0.0%
Value ($000) $0 Shares 88 Est. Cost $83.33 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $683.17 Unrealized +35.8%
F FORD MTR CO DEL 0.0%
Value ($000) $0 Shares 442 Est. Cost $10.94 Unrealized +1.8%
OSUR ORASURE TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $7.99 Unrealized -36.4%
GM GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 120 Est. Cost $36.48 Unrealized +21.7%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $0 Shares 98 Est. Cost $58.09 Unrealized +6.8%
SLYV SPDR SER TR 0.0%
Value ($000) $0 Shares 81 Est. Cost $0.08 Unrealized
NWBI NORTHWEST BANCSHARES INC MD 0.0%
Value ($000) $0 Shares 549 Est. Cost $10.10 Unrealized -3.0%
TPR TAPESTRY INC 0.0%
Value ($000) $0 Shares 150 Est. Cost $30.37 Unrealized +32.7%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $0 Shares 72 Est. Cost $82.86 Unrealized -2.9%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $0 Shares 60 Est. Cost $141.45 Unrealized -16.5%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $0 Shares 40 Est. Cost $127.37 Unrealized +2.6%
PGHY INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 306 Est. Cost $0.02 Unrealized
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $0 Shares 20 Est. Cost $301.16 Unrealized -14.4%
ITA ISHARES TR 0.0%
Value ($000) $0 Shares 49 Est. Cost $102.04 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $120.97 Unrealized +53.0%
XRAY DENTSPLY SIRONA INC 0.0%
Value ($000) $0 Shares 218 Est. Cost $40.58 Unrealized -29.3%
DIVO AMPLIFY ETF TR 0.0%
Value ($000) $0 Shares 164 Est. Cost $0.04 Unrealized
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $0 Shares 200 Est. Cost $34.12 Unrealized -13.8%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.06 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $0 Shares 56 Est. Cost $123.76 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $0 Shares 127 Est. Cost $50.54 Unrealized
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $0 Shares 20 Est. Cost $140.24 Unrealized +89.8%
WSO WATSCO INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $457.10 Unrealized 0.0%
BAP CREDICORP LTD 0.0%
Value ($000) $0 Shares 30 Est. Cost $129.25 Unrealized +18.9%
AFL AFLAC INC 0.0%
Value ($000) $0 Shares 56 Est. Cost $70.67 Unrealized +17.6%
CUBI CUSTOMERS BANCORP INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $60.91 Unrealized -22.5%
OGN ORGANON &CO 0.0%
Value ($000) $0 Shares 219 Est. Cost $27.48 Unrealized -32.1%
OLN OLIN CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $49.56 Unrealized +3.0%
FJUL FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $0 Shares 107 Est. Cost $37.38 Unrealized
GUGGENHEIM STRATEGIC OPPORTU 0.0%
Value ($000) $0 Shares 315 Est. Cost $0.02 Unrealized
SDIV GLOBAL X FDS 0.0%
Value ($000) $0 Shares 211 Est. Cost $0.02 Unrealized
MRSH MARSH &MCLENNAN COS INC 0.0%
Value ($000) $0 Shares 21 Est. Cost $175.83 Unrealized +13.8%
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $0 Shares 139 Est. Cost $0.04 Unrealized
VDE VANGUARD WORLD FD 0.0%
Value ($000) $0 Shares 42 Est. Cost $97.56 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $0 Shares 76 Est. Cost $77.80 Unrealized -24.6%
EATON VANCE SHORT DURATION D 0.0%
Value ($000) $0 Shares 500 Est. Cost $12.00 Unrealized
BLOK AMPLIFY ETF TR 0.0%
Value ($000) $0 Shares 139 Est. Cost $21.58 Unrealized
CBRE GBL REAL ESTATE INC FD 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $9.00 Unrealized
NTR NUTRIEN LTD 0.0%
Value ($000) $0 Shares 93 Est. Cost $57.95 Unrealized -10.5%
FRBA FIRST BK WILLIAMSTOWN NEW JE 0.0%
Value ($000) $0 Shares 386 Est. Cost $11.05 Unrealized +7.3%
UYG PROSHARES TR 0.0%
Value ($000) $0 Shares 60 Est. Cost $66.67 Unrealized
GOOS CANADA GOOSE HLDGS INC 0.0%
Value ($000) $0 Shares 300 Est. Cost $21.11 Unrealized -41.1%
MDU MDU RES GROUP INC 0.0%
Value ($000) $0 Shares 148 Est. Cost $13.17 Unrealized 0.0%
FENY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 150 Est. Cost $0.03 Unrealized
MMM 3M CO 0.0%
Value ($000) $0 Shares 37 Est. Cost $94.27 Unrealized 0.0%
AMBA AMBARELLA INC 0.0%
Value ($000) $0 Shares 75 Est. Cost $127.45 Unrealized -61.0%
BAB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 170 Est. Cost $0.02 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $432.66 Unrealized +18.7%
VKTX VIKING THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 70 Est. Cost $44.50 Unrealized +47.3%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $0 Shares 18 Est. Cost $184.81 Unrealized +13.0%
ING ING GROEP N.V. 0.0%
Value ($000) $0 Shares 224 Est. Cost $0.01 Unrealized
MUFG MITSUBISHI UFJ FINL GROUP IN 0.0%
Value ($000) $0 Shares 397 Est. Cost $0.01 Unrealized
COHEN &STEERS REIT &PFD & 0.0%
Value ($000) $0 Shares 200 Est. Cost $0.02 Unrealized
SLYG SPDR SER TR 0.0%
Value ($000) $0 Shares 51 Est. Cost $0.08 Unrealized
GTN GRAY TELEVISION INC 0.0%
Value ($000) $0 Shares 850 Est. Cost $22.06 Unrealized -73.5%
GXO GXO LOGISTICS INCORPORATED 0.0%
Value ($000) $0 Shares 75 Est. Cost $54.05 Unrealized -6.6%
IAU ISHARES GOLD TR 0.0%
Value ($000) $0 Shares 85 Est. Cost $0.04 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $0 Shares 68 Est. Cost $51.36 Unrealized 0.0%
QYLD GLOBAL X FDS 0.0%
Value ($000) $0 Shares 222 Est. Cost $0.01 Unrealized
GLAD GLADSTONE CAPITAL CORP 0.0%
Value ($000) $0 Shares 155 Est. Cost $18.52 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $0 Shares 32 Est. Cost $78.99 Unrealized +10.6%
KNF KNIFE RIVER CORP 0.0%
Value ($000) $0 Shares 36 Est. Cost $74.70 Unrealized 0.0%
WDAY WORKDAY INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $210.84 Unrealized +14.2%
SSYS STRATASYS LTD 0.0%
Value ($000) $0 Shares 300 Est. Cost $24.11 Unrealized -60.6%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $0 Shares 100 Est. Cost $32.67 Unrealized -17.8%
DYNF BLACKROCK ETF TRUST 0.0%
Value ($000) $0 Shares 59 Est. Cost $0.05 Unrealized
KLG WK KELLOGG CO 0.0%
Value ($000) $0 Shares 165 Est. Cost $0.01 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $97.82 Unrealized -28.5%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $0 Shares 22 Est. Cost $176.88 Unrealized -16.5%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $0 Shares 11 Est. Cost $587.05 Unrealized -53.5%
SR SPIRE INC 0.0%
Value ($000) $0 Shares 45 Est. Cost $0.07 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $0 Shares 12 Est. Cost $237.21 Unrealized +28.6%
EMXC ISHARES INC 0.0%
Value ($000) $0 Shares 58 Est. Cost $0.06 Unrealized
FDIS FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 37 Est. Cost $78.31 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $330.58 Unrealized +26.6%
VRTS VIRTUS INVT PARTNERS INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $211.42 Unrealized -1.4%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 80 Est. Cost $0.04 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $178.94 Unrealized +26.9%
AI C3 AI INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $28.17 Unrealized -8.8%
IYF ISHARES TR 0.0%
Value ($000) $0 Shares 30 Est. Cost $100.00 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $0 Shares 70 Est. Cost $61.11 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $0 Shares 65 Est. Cost $45.29 Unrealized -6.3%
ALB ALBEMARLE CORP 0.0%
Value ($000) $0 Shares 30 Est. Cost $202.18 Unrealized -43.1%
IDV ISHARES TR 0.0%
Value ($000) $0 Shares 100 Est. Cost $31.84 Unrealized
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $0 Shares 16 Est. Cost $161.60 Unrealized +10.6%
MINT PIMCO ETF TR 0.0%
Value ($000) $0 Shares 30 Est. Cost $92.23 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $210.13 Unrealized +6.9%
CLX CLOROX CO DEL 0.0%
Value ($000) $0 Shares 12 Est. Cost $139.91 Unrealized -6.1%
ONLN PROSHARES TR 0.0%
Value ($000) $0 Shares 40 Est. Cost $45.34 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $0 Shares 20 Est. Cost $92.36 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $0 Shares 89 Est. Cost $24.29 Unrealized +8.0%
ELS EQUITY LIFESTYLE PPTYS INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $0.08 Unrealized
ILCV ISHARES TR 0.0%
Value ($000) $0 Shares 30 Est. Cost $66.67 Unrealized
REET ISHARES TR 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.02 Unrealized
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $0 Shares 49 Est. Cost $0.04 Unrealized
IYW ISHARES TR 0.0%
Value ($000) $0 Shares 16 Est. Cost $0.13 Unrealized
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $169.52 Unrealized +7.5%
OSK OSHKOSH CORP 0.0%
Value ($000) $0 Shares 14 Est. Cost $92.77 Unrealized +20.8%
CC CHEMOURS CO 0.0%
Value ($000) $0 Shares 80 Est. Cost $26.69 Unrealized -8.4%
ESGU ISHARES TR 0.0%
Value ($000) $0 Shares 18 Est. Cost $0.11 Unrealized
GABELLI EQUITY TR INC 0.0%
Value ($000) $0 Shares 303 Est. Cost $0.01 Unrealized
BHP BHP GROUP LTD 0.0%
Value ($000) $0 Shares 34 Est. Cost $0.06 Unrealized
JHG JANUS HENDERSON GROUP PLC 0.0%
Value ($000) $0 Shares 47 Est. Cost $36.03 Unrealized -9.0%
XAWPX ABRDN GLOBAL PREMIER PPTYS F 0.0%
Value ($000) $0 Shares 400 Est. Cost $0.00 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $434.05 Unrealized 0.0%
SMMV ISHARES TR 0.0%
Value ($000) $0 Shares 56 Est. Cost $35.72 Unrealized
GOVT ISHARES TR 0.0%
Value ($000) $0 Shares 110 Est. Cost $0.02 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $20.22 Unrealized -23.5%
RPM RPM INTL INC 0.0%
Value ($000) $0 Shares 21 Est. Cost $97.49 Unrealized +13.6%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $0 Shares 16 Est. Cost $103.04 Unrealized +33.1%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 82 Est. Cost $25.09 Unrealized -17.5%
RELX RELX PLC 0.0%
Value ($000) $0 Shares 54 Est. Cost $0.04 Unrealized
INTU INTUIT 0.0%
Value ($000) $0 Shares 3 Est. Cost $453.56 Unrealized +35.4%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $0 Shares 11 Est. Cost $112.51 Unrealized +47.4%
PODD INSULET CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $270.92 Unrealized -33.5%
TE CONNECTIVITY LTD 0.0%
Value ($000) $0 Shares 13 Est. Cost $0.08 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $1271.76 Unrealized +24.1%
LITHIUM AMERICAS ARGENTINA C 0.0%
Value ($000) $0 Shares 205 Est. Cost $0.00 Unrealized
CXW CORECIVIC INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $9.78 Unrealized +49.3%
VIGI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $0 Shares 14 Est. Cost $0.08 Unrealized
SE SEA LTD 0.0%
Value ($000) $0 Shares 16 Est. Cost $89.30 Unrealized
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $0 Shares 150 Est. Cost $28.67 Unrealized -87.5%
LUCID GROUP INC 0.0%
Value ($000) $0 Shares 325 Est. Cost $2.02 Unrealized
NVCR NOVOCURE LTD 0.0%
Value ($000) $0 Shares 65 Est. Cost $73.66 Unrealized -76.1%
NEM NEWMONT CORP 0.0%
Value ($000) $0 Shares 35 Est. Cost $60.03 Unrealized -34.0%
MRNA MODERNA INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $156.93 Unrealized -19.4%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $195.40 Unrealized +17.8%
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $0 Shares 8 Est. Cost $0.13 Unrealized
IXC ISHARES TR 0.0%
Value ($000) $0 Shares 13 Est. Cost $0.08 Unrealized
MGA MAGNA INTL INC 0.0%
Value ($000) $0 Shares 33 Est. Cost $49.66 Unrealized -11.8%
NGG NATIONAL GRID PLC 0.0%
Value ($000) $0 Shares 21 Est. Cost $0.05 Unrealized
IOVA IOVANCE BIOTHERAPEUTICS INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $14.71 Unrealized -27.2%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $8.79 Unrealized -19.8%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 3 Est. Cost $0.19 Unrealized
HANCOCK JOHN PREM DIVID FD 0.0%
Value ($000) $0 Shares 114 Est. Cost $0.01 Unrealized
JOBY JOBY AVIATION INC 0.0%
Value ($000) $0 Shares 150 Est. Cost $5.25 Unrealized -5.1%
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 28 Est. Cost $0.04 Unrealized
GLOBAL X FDS 0.0%
Value ($000) $0 Shares 100 Est. Cost $14.93 Unrealized
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 49 Est. Cost $7.17 Unrealized +28.9%
ZEEKR INTELLIGENT TECHNOLOGY 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
ZIMVIE INC 0.0%
Value ($000) $0 Shares 46 Est. Cost $15.87 Unrealized
WW INTL INC 0.0%
Value ($000) $0 Shares 140 Est. Cost $7.14 Unrealized
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $49.62 Unrealized -7.0%
U UNITY SOFTWARE INC 0.0%
Value ($000) $0 Shares 28 Est. Cost $32.95 Unrealized -35.1%
PDM PIEDMONT OFFICE REALTY TR IN 0.0%
Value ($000) $0 Shares 1 Est. Cost $16.43 Unrealized
WU WESTERN UN CO 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized
MANU MANCHESTER UTD PLC NEW 0.0%
Value ($000) $0 Shares 31 Est. Cost $19.75 Unrealized -19.4%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $0 Shares 6 Est. Cost $51.65 Unrealized +12.0%
ASIX ADVANSIX INC 0.0%
Value ($000) $0 Shares 19 Est. Cost $40.88 Unrealized -41.8%
ESTC ELASTIC N V 0.0%
Value ($000) $0 Shares 3 Est. Cost $89.39 Unrealized +17.5%
CHARGEPOINT HOLDINGS INC 0.0%
Value ($000) $0 Shares 300 Est. Cost $10.45 Unrealized
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $0 Shares 35 Est. Cost $23.34 Unrealized -47.7%
RXRX RECURSION PHARMACEUTICALS IN 0.0%
Value ($000) $0 Shares 32 Est. Cost $8.72 Unrealized 0.0%
RNAC CARTESIAN THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $23.87 Unrealized 0.0%