HAZLETT, BURT & WATSON, INC. Diversified Active

CIK: 0000046392 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 30, 2024

Total Value ($000): $217 (100.0% shares, 0.0% debt)

Holdings (727)

AAPL APPLE INC 5.6%
Value ($000) $12 Shares 52,190 Est. Cost $165.09 Unrealized +34.4%
SCHD SCHWAB STRATEGIC TR 4.9%
Value ($000) $11 Shares 125,011 Est. Cost $56.88 Unrealized
QQQ INVESCO QQQ TR 4.7%
Value ($000) $10 Shares 20,912 Est. Cost $237.35 Unrealized
MSFT MICROSOFT CORP 3.2%
Value ($000) $7 Shares 16,037 Est. Cost $299.55 Unrealized +41.2%
AMZN AMAZON COM INC 2.4%
Value ($000) $5 Shares 27,741 Est. Cost $127.95 Unrealized +42.6%
XOM EXXON MOBIL CORP 1.8%
Value ($000) $4 Shares 34,140 Est. Cost $84.22 Unrealized +30.6%
LMT LOCKHEED MARTIN CORP 1.5%
Value ($000) $3 Shares 5,752 Est. Cost $436.97 Unrealized +18.2%
MA MASTERCARD INCORPORATED 1.5%
Value ($000) $3 Shares 6,692 Est. Cost $357.04 Unrealized +29.3%
JNJ JOHNSON &JOHNSON 1.4%
Value ($000) $3 Shares 19,040 Est. Cost $150.15 Unrealized +1.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.3%
Value ($000) $3 Shares 6,365 Est. Cost $326.27 Unrealized +35.5%
DVY ISHARES TR 1.3%
Value ($000) $3 Shares 20,831 Est. Cost $118.43 Unrealized
PG PROCTER AND GAMBLE CO 1.3%
Value ($000) $3 Shares 15,742 Est. Cost $146.71 Unrealized +11.9%
DGRO ISHARES TR 1.3%
Value ($000) $3 Shares 43,387 Est. Cost $33.92 Unrealized
NVDA NVIDIA CORPORATION 1.2%
Value ($000) $3 Shares 21,191 Est. Cost $95.66 Unrealized +23.4%
VIG VANGUARD SPECIALIZED FUNDS 1.1%
Value ($000) $2 Shares 12,190 Est. Cost $76.66 Unrealized
JPM JPMORGAN CHASE &CO. 1.1%
Value ($000) $2 Shares 11,128 Est. Cost $135.07 Unrealized +51.7%
HD HOME DEPOT INC 1.1%
Value ($000) $2 Shares 5,700 Est. Cost $312.93 Unrealized +12.7%
VGT VANGUARD WORLD FD 1.1%
Value ($000) $2 Shares 3,926 Est. Cost $387.99 Unrealized
ORCL ORACLE CORP 1.0%
Value ($000) $2 Shares 12,835 Est. Cost $104.60 Unrealized +36.8%
HSY HERSHEY CO 1.0%
Value ($000) $2 Shares 11,315 Est. Cost $184.94 Unrealized +0.6%
MGV VANGUARD WORLD FD 1.0%
Value ($000) $2 Shares 16,685 Est. Cost $49.21 Unrealized
UNP UNION PAC CORP 0.9%
Value ($000) $2 Shares 8,360 Est. Cost $225.95 Unrealized +3.8%
ABBV ABBVIE INC 0.9%
Value ($000) $2 Shares 9,416 Est. Cost $140.57 Unrealized +27.1%
IHI ISHARES TR 0.8%
Value ($000) $2 Shares 31,067 Est. Cost $48.48 Unrealized
DHR DANAHER CORPORATION 0.8%
Value ($000) $2 Shares 6,581 Est. Cost $260.49 Unrealized +0.7%
COWZ PACER FDS TR 0.8%
Value ($000) $2 Shares 31,264 Est. Cost $0.67 Unrealized
AVGO BROADCOM INC 0.8%
Value ($000) $2 Shares 10,428 Est. Cost $150.17 Unrealized +5.2%
PEP PEPSICO INC 0.8%
Value ($000) $2 Shares 10,217 Est. Cost $153.13 Unrealized +6.4%
COST COSTCO WHSL CORP NEW 0.8%
Value ($000) $2 Shares 1,903 Est. Cost $591.00 Unrealized +45.8%
PAVE GLOBAL X FDS 0.7%
Value ($000) $2 Shares 39,091 Est. Cost $10.39 Unrealized
MOAT VANECK ETF TRUST 0.7%
Value ($000) $2 Shares 16,128 Est. Cost $0.08 Unrealized
GOOGL ALPHABET INC 0.7%
Value ($000) $2 Shares 9,217 Est. Cost $117.88 Unrealized +41.4%
RTX RTX CORPORATION 0.7%
Value ($000) $1 Shares 12,176 Est. Cost $98.49 Unrealized +12.8%
GD GENERAL DYNAMICS CORP 0.7%
Value ($000) $1 Shares 4,787 Est. Cost $277.73 Unrealized +3.2%
V VISA INC 0.6%
Value ($000) $1 Shares 4,952 Est. Cost $216.32 Unrealized +23.8%
LLY ELI LILLY &CO 0.6%
Value ($000) $1 Shares 1,458 Est. Cost $499.58 Unrealized +78.2%
GOOG ALPHABET INC 0.6%
Value ($000) $1 Shares 7,555 Est. Cost $116.33 Unrealized +44.6%
CAT CATERPILLAR INC 0.6%
Value ($000) $1 Shares 3,160 Est. Cost $205.88 Unrealized +64.5%
ALL ALLSTATE CORP 0.6%
Value ($000) $1 Shares 6,490 Est. Cost $156.99 Unrealized +10.1%
PPA INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $1 Shares 10,635 Est. Cost $9.29 Unrealized
DGRW WISDOMTREE TR 0.6%
Value ($000) $1 Shares 14,617 Est. Cost $9.43 Unrealized
EMR EMERSON ELEC CO 0.5%
Value ($000) $1 Shares 10,742 Est. Cost $101.20 Unrealized +3.8%
NVO NOVO-NORDISK A S 0.5%
Value ($000) $1 Shares 9,720 Est. Cost $31.13 Unrealized
FLQM FRANKLIN TEMPLETON ETF TR 0.5%
Value ($000) $1 Shares 20,390 Est. Cost $0.05 Unrealized
MU MICRON TECHNOLOGY INC 0.5%
Value ($000) $1 Shares 10,362 Est. Cost $85.96 Unrealized +21.0%
IWF ISHARES TR 0.5%
Value ($000) $1 Shares 2,777 Est. Cost $22.83 Unrealized
CL COLGATE PALMOLIVE CO 0.5%
Value ($000) $1 Shares 9,938 Est. Cost $83.64 Unrealized +18.3%
AMGN AMGEN INC 0.5%
Value ($000) $1 Shares 3,185 Est. Cost $206.16 Unrealized +51.9%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1 Shares 6,881 Est. Cost $128.94 Unrealized +8.5%
KO COCA COLA CO 0.5%
Value ($000) $1 Shares 14,074 Est. Cost $57.17 Unrealized +14.8%
KBWB INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $1 Shares 16,542 Est. Cost $0.05 Unrealized
TLH ISHARES TR 0.4%
Value ($000) $1 Shares 8,869 Est. Cost $0.11 Unrealized
IJJ ISHARES TR 0.4%
Value ($000) $1 Shares 7,677 Est. Cost $39.54 Unrealized
META META PLATFORMS INC 0.4%
Value ($000) $1 Shares 1,662 Est. Cost $331.79 Unrealized +54.4%
IGM ISHARES TR 0.4%
Value ($000) $1 Shares 9,718 Est. Cost $4.10 Unrealized
PNC PNC FINL SVCS GROUP INC 0.4%
Value ($000) $1 Shares 4,850 Est. Cost $158.29 Unrealized +5.8%
HON HONEYWELL INTL INC 0.4%
Value ($000) $1 Shares 4,256 Est. Cost $178.94 Unrealized +5.3%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $1 Shares 1,379 Est. Cost $568.80 Unrealized +3.6%
CRM SALESFORCE INC 0.4%
Value ($000) $1 Shares 3,065 Est. Cost $213.93 Unrealized +18.6%
CALF PACER FDS TR 0.4%
Value ($000) $1 Shares 17,976 Est. Cost $0.04 Unrealized
DOV DOVER CORP 0.4%
Value ($000) $1 Shares 4,340 Est. Cost $177.57 Unrealized +1.0%
IJS ISHARES TR 0.4%
Value ($000) $1 Shares 7,702 Est. Cost $87.39 Unrealized
IVW ISHARES TR 0.4%
Value ($000) $1 Shares 8,263 Est. Cost $15.03 Unrealized
IVE ISHARES TR 0.4%
Value ($000) $1 Shares 3,985 Est. Cost $40.77 Unrealized
TFI SPDR SER TR 0.4%
Value ($000) $1 Shares 16,739 Est. Cost $0.05 Unrealized
AMAT APPLIED MATLS INC 0.4%
Value ($000) $1 Shares 3,839 Est. Cost $141.85 Unrealized +42.7%
VONG VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $1 Shares 8,046 Est. Cost $71.28 Unrealized
ADBE ADOBE INC 0.4%
Value ($000) $1 Shares 1,488 Est. Cost $488.17 Unrealized +12.4%
IWD ISHARES TR 0.3%
Value ($000) $1 Shares 3,572 Est. Cost $4.54 Unrealized
BUFF INNOVATOR ETFS TRUST 0.3%
Value ($000) $1 Shares 15,165 Est. Cost $0.04 Unrealized
ASML ASML HOLDING N V 0.3%
Value ($000) $1 Shares 788 Est. Cost $534.60 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.3%
Value ($000) $1 Shares 1,200 Est. Cost $395.45 Unrealized +35.6%
FULT FULTON FINL CORP PA 0.3%
Value ($000) $1 Shares 34,418 Est. Cost $14.80 Unrealized +16.1%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $1 Shares 13,759 Est. Cost $38.77 Unrealized -1.0%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $1 Shares 3,728 Est. Cost $138.20 Unrealized +9.9%
DISCOVER FINL SVCS 0.3%
Value ($000) $1 Shares 4,302 Est. Cost $9.92 Unrealized
STZ CONSTELLATION BRANDS INC 0.3%
Value ($000) $1 Shares 2,303 Est. Cost $230.40 Unrealized +4.3%
BND VANGUARD BD INDEX FDS 0.3%
Value ($000) $1 Shares 7,882 Est. Cost $0.07 Unrealized
IEFA ISHARES TR 0.3%
Value ($000) $1 Shares 7,539 Est. Cost $0.96 Unrealized
MRK MERCK &CO INC 0.3%
Value ($000) $1 Shares 5,128 Est. Cost $84.57 Unrealized +33.6%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $1 Shares 2,153 Est. Cost $174.93 Unrealized +40.1%
PGIM SHORT DUR HIG YLD OPP F 0.3%
Value ($000) $1 Shares 34,815 Est. Cost $0.02 Unrealized
DIS DISNEY WALT CO 0.3%
Value ($000) $1 Shares 6,028 Est. Cost $138.24 Unrealized -34.5%
CSCO CISCO SYS INC 0.3%
Value ($000) $1 Shares 10,868 Est. Cost $49.22 Unrealized -4.9%
IQLT ISHARES TR 0.3%
Value ($000) $1 Shares 13,734 Est. Cost $0.04 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $1 Shares 19,197 Est. Cost $0.03 Unrealized
MO ALTRIA GROUP INC 0.3%
Value ($000) $1 Shares 11,137 Est. Cost $38.70 Unrealized +17.6%
HUBB HUBBELL INC 0.3%
Value ($000) $1 Shares 1,322 Est. Cost $383.93 Unrealized -1.7%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $1 Shares 975 Est. Cost $332.90 Unrealized
BUG GLOBAL X FDS 0.3%
Value ($000) $1 Shares 17,653 Est. Cost $0.03 Unrealized
EXE CHESAPEAKE ENERGY CORP 0.2%
Value ($000) $1 Shares 6,610 Est. Cost $77.11 Unrealized -5.0%
NFLX NETFLIX INC 0.2%
Value ($000) $1 Shares 750 Est. Cost $55.23 Unrealized +21.1%
CMI CUMMINS INC 0.2%
Value ($000) $1 Shares 1,619 Est. Cost $209.46 Unrealized +37.5%
QCOM QUALCOMM INC 0.2%
Value ($000) $1 Shares 3,061 Est. Cost $156.98 Unrealized +9.0%
SPHQ INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1 Shares 7,547 Est. Cost $0.05 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.2%
Value ($000) $1 Shares 6,273 Est. Cost $57.53 Unrealized +19.1%
BLACKROCK INC 0.2%
Value ($000) $1 Shares 523 Est. Cost $523.99 Unrealized
BAC BANK AMERICA CORP 0.2%
Value ($000) $0 Shares 12,464 Est. Cost $39.84 Unrealized -2.7%
WMT WALMART INC 0.2%
Value ($000) $0 Shares 6,104 Est. Cost $53.85 Unrealized +34.6%
TFC TRUIST FINL CORP 0.2%
Value ($000) $0 Shares 11,531 Est. Cost $49.35 Unrealized -19.8%
EOG EOG RES INC 0.2%
Value ($000) $0 Shares 4,000 Est. Cost $122.13 Unrealized -1.4%
GLD SPDR GOLD TR 0.2%
Value ($000) $0 Shares 2,019 Est. Cost $121.42 Unrealized
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $0 Shares 22,188 Est. Cost $14.35 Unrealized +38.3%
SDY SPDR SER TR 0.2%
Value ($000) $0 Shares 3,438 Est. Cost $50.98 Unrealized
LH LABCORP HOLDINGS INC 0.2%
Value ($000) $0 Shares 2,151 Est. Cost $199.50 Unrealized +8.4%
IJH ISHARES TR 0.2%
Value ($000) $0 Shares 7,552 Est. Cost $28.89 Unrealized
IAPR INNOVATOR ETFS TRUST 0.2%
Value ($000) $0 Shares 16,624 Est. Cost $0.03 Unrealized
SFLR INNOVATOR ETFS TRUST 0.2%
Value ($000) $0 Shares 14,769 Est. Cost $0.03 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value ($000) $0 Shares 8,882 Est. Cost $5.50 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $0 Shares 3,020 Est. Cost $106.15 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $0 Shares 15,479 Est. Cost $41.82 Unrealized -36.2%
DELL DELL TECHNOLOGIES INC 0.2%
Value ($000) $0 Shares 3,751 Est. Cost $70.58 Unrealized +61.4%
DLN WISDOMTREE TR 0.2%
Value ($000) $0 Shares 5,579 Est. Cost $43.54 Unrealized
IVV ISHARES TR 0.2%
Value ($000) $0 Shares 756 Est. Cost $58.85 Unrealized
DE DEERE &CO 0.2%
Value ($000) $0 Shares 1,032 Est. Cost $365.14 Unrealized +1.1%
SCHG SCHWAB STRATEGIC TR 0.2%
Value ($000) $0 Shares 4,106 Est. Cost $19.57 Unrealized
UNILEVER PLC 0.2%
Value ($000) $0 Shares 6,606 Est. Cost $39.49 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $0 Shares 7,107 Est. Cost $0.05 Unrealized
IJK ISHARES TR 0.2%
Value ($000) $0 Shares 4,565 Est. Cost $53.06 Unrealized
MGK VANGUARD WORLD FD 0.2%
Value ($000) $0 Shares 1,299 Est. Cost $165.74 Unrealized
CZA INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $0 Shares 3,859 Est. Cost $89.41 Unrealized
SPTL SPDR SER TR 0.2%
Value ($000) $0 Shares 14,215 Est. Cost $0.03 Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $0 Shares 5,115 Est. Cost $62.80 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $0 Shares 695 Est. Cost $461.99 Unrealized +18.7%
MKC MCCORMICK &CO INC 0.2%
Value ($000) $0 Shares 4,903 Est. Cost $76.04 Unrealized -1.2%
LOW LOWES COS INC 0.2%
Value ($000) $0 Shares 1,476 Est. Cost $211.66 Unrealized +11.6%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $0 Shares 3,285 Est. Cost $87.64 Unrealized +25.3%
UBER UBER TECHNOLOGIES INC 0.2%
Value ($000) $0 Shares 5,256 Est. Cost $63.03 Unrealized +11.7%
INTC INTEL CORP 0.2%
Value ($000) $0 Shares 16,807 Est. Cost $39.41 Unrealized -36.8%
GE GE AEROSPACE 0.2%
Value ($000) $0 Shares 2,069 Est. Cost $86.37 Unrealized +94.4%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $0 Shares 775 Est. Cost $341.95 Unrealized +38.9%
PPL PPL CORP 0.2%
Value ($000) $0 Shares 10,895 Est. Cost $24.97 Unrealized +17.0%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $0 Shares 7,968 Est. Cost $32.95 Unrealized
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $0 Shares 2,046 Est. Cost $16.64 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.2%
Value ($000) $0 Shares 3,945 Est. Cost $57.29 Unrealized +33.3%
PPG PPG INDS INC 0.2%
Value ($000) $0 Shares 2,633 Est. Cost $133.43 Unrealized -8.6%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $0 Shares 654 Est. Cost $35.45 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $0 Shares 2,611 Est. Cost $86.20 Unrealized +49.0%
SPLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $0 Shares 4,734 Est. Cost $52.95 Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $0 Shares 991 Est. Cost $104.44 Unrealized +61.2%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $0 Shares 4,000 Est. Cost $67.58 Unrealized +10.8%
COP CONOCOPHILLIPS 0.2%
Value ($000) $0 Shares 3,208 Est. Cost $80.41 Unrealized +30.7%
IEMG ISHARES INC 0.2%
Value ($000) $0 Shares 5,892 Est. Cost $0.09 Unrealized
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $0 Shares 2,488 Est. Cost $76.77 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $0 Shares 6,449 Est. Cost $57.39 Unrealized -23.9%
VBR VANGUARD INDEX FDS 0.2%
Value ($000) $0 Shares 1,660 Est. Cost $133.84 Unrealized
OTIS OTIS WORLDWIDE CORP 0.2%
Value ($000) $0 Shares 3,136 Est. Cost $86.97 Unrealized +7.0%
IXJ ISHARES TR 0.1%
Value ($000) $0 Shares 3,329 Est. Cost $87.11 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $0 Shares 1,432 Est. Cost $157.82 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $0 Shares 839 Est. Cost $164.69 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $0 Shares 2,187 Est. Cost $143.83 Unrealized -4.6%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $0 Shares 810 Est. Cost $155.76 Unrealized +120.3%
VONV VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $0 Shares 3,761 Est. Cost $72.15 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $0 Shares 1,120 Est. Cost $197.27 Unrealized +28.5%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $0 Shares 1,254 Est. Cost $252.93 Unrealized -7.9%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $0 Shares 1,182 Est. Cost $52.15 Unrealized
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $0 Shares 2,753 Est. Cost $105.68 Unrealized -3.3%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $0 Shares 1,045 Est. Cost $161.41 Unrealized
FEZ SPDR INDEX SHS FDS 0.1%
Value ($000) $0 Shares 5,489 Est. Cost $33.54 Unrealized
IWP ISHARES TR 0.1%
Value ($000) $0 Shares 2,479 Est. Cost $60.81 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $0 Shares 1,396 Est. Cost $145.39 Unrealized +40.5%
TMUS T-MOBILE US INC 0.1%
Value ($000) $0 Shares 1,396 Est. Cost $154.06 Unrealized +21.7%
WMB WILLIAMS COS INC 0.1%
Value ($000) $0 Shares 6,160 Est. Cost $26.44 Unrealized +57.9%
ARISTA NETWORKS INC 0.1%
Value ($000) $0 Shares 722 Est. Cost $0.27 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $0 Shares 2,126 Est. Cost $98.77 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $0 Shares 1,119 Est. Cost $18.55 Unrealized
SOXX ISHARES TR 0.1%
Value ($000) $0 Shares 1,145 Est. Cost $158.23 Unrealized
HYGV FLEXSHARES TR 0.1%
Value ($000) $0 Shares 6,200 Est. Cost $0.04 Unrealized
AZO AUTOZONE INC 0.1%
Value ($000) $0 Shares 82 Est. Cost $2160.30 Unrealized +42.1%
FTV FORTIVE CORP 0.1%
Value ($000) $0 Shares 3,250 Est. Cost $55.12 Unrealized -0.8%
IWS ISHARES TR 0.1%
Value ($000) $0 Shares 1,932 Est. Cost $72.81 Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $0 Shares 2,080 Est. Cost $93.30 Unrealized +18.5%
BUD ANHEUSER BUSCH INBEV SA/NV 0.1%
Value ($000) $0 Shares 3,850 Est. Cost $31.38 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $0 Shares 3,240 Est. Cost $112.73 Unrealized -40.8%
CSX CSX CORP 0.1%
Value ($000) $0 Shares 7,304 Est. Cost $33.55 Unrealized -1.0%
TSLA TESLA INC 0.1%
Value ($000) $0 Shares 948 Est. Cost $218.73 Unrealized +4.3%
VLTO VERALTO CORP 0.1%
Value ($000) $0 Shares 2,185 Est. Cost $103.42 Unrealized +1.5%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $0 Shares 2,900 Est. Cost $55.34 Unrealized +32.0%
VIS VANGUARD WORLD FD 0.1%
Value ($000) $0 Shares 926 Est. Cost $167.69 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.1%
Value ($000) $0 Shares 2,200 Est. Cost $89.80 Unrealized +10.2%
APD AIR PRODS &CHEMS INC 0.1%
Value ($000) $0 Shares 800 Est. Cost $235.16 Unrealized +11.9%
NVS NOVARTIS AG 0.1%
Value ($000) $0 Shares 2,059 Est. Cost $71.02 Unrealized
VCR VANGUARD WORLD FD 0.1%
Value ($000) $0 Shares 696 Est. Cost $288.60 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $0 Shares 2,026 Est. Cost $90.00 Unrealized +17.7%
VONE VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $0 Shares 901 Est. Cost $207.82 Unrealized
TLT ISHARES TR 0.1%
Value ($000) $0 Shares 2,331 Est. Cost $0.10 Unrealized
TDIV FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $0 Shares 2,754 Est. Cost $36.54 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $0 Shares 408 Est. Cost $460.56 Unrealized +3.8%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $0 Shares 5,240 Est. Cost $41.76 Unrealized -9.6%
BDX BECTON DICKINSON &CO 0.1%
Value ($000) $0 Shares 888 Est. Cost $229.75 Unrealized -0.9%
FISV FISERV INC 0.1%
Value ($000) $0 Shares 1,178 Est. Cost $101.21 Unrealized +63.0%
IUSB ISHARES TR 0.1%
Value ($000) $0 Shares 4,350 Est. Cost $0.05 Unrealized
EFV ISHARES TR 0.1%
Value ($000) $0 Shares 3,583 Est. Cost $4.10 Unrealized
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $0 Shares 369 Est. Cost $439.16 Unrealized +24.0%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $0 Shares 2,761 Est. Cost $67.39 Unrealized +2.0%
IXUS ISHARES TR 0.1%
Value ($000) $0 Shares 2,736 Est. Cost $0.06 Unrealized
VHT VANGUARD WORLD FD 0.1%
Value ($000) $0 Shares 704 Est. Cost $248.02 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $0 Shares 2,247 Est. Cost $2.24 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $0 Shares 219 Est. Cost $120.09 Unrealized +36.9%
NJR NEW JERSEY RES CORP 0.1%
Value ($000) $0 Shares 4,140 Est. Cost $40.39 Unrealized +6.7%
VMC VULCAN MATLS CO 0.1%
Value ($000) $0 Shares 770 Est. Cost $180.88 Unrealized +35.9%
LEN LENNAR CORP 0.1%
Value ($000) $0 Shares 1,024 Est. Cost $147.73 Unrealized +11.2%
MPC MARATHON PETE CORP 0.1%
Value ($000) $0 Shares 1,176 Est. Cost $127.74 Unrealized +28.3%
USMV ISHARES TR 0.1%
Value ($000) $0 Shares 2,087 Est. Cost $74.62 Unrealized
T AT&T INC 0.1%
Value ($000) $0 Shares 8,591 Est. Cost $14.99 Unrealized +25.3%
DEO DIAGEO PLC 0.1%
Value ($000) $0 Shares 1,345 Est. Cost $203.58 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $0 Shares 666 Est. Cost $310.80 Unrealized -8.6%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $0 Shares 291 Est. Cost $381.04 Unrealized +47.1%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $0 Shares 523 Est. Cost $317.10 Unrealized +1.8%
TJX TJX COS INC NEW 0.1%
Value ($000) $0 Shares 1,567 Est. Cost $66.16 Unrealized +70.4%
TDG TRANSDIGM GROUP INC 0.1%
Value ($000) $0 Shares 128 Est. Cost $534.00 Unrealized +115.8%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $0 Shares 2,034 Est. Cost $29.88 Unrealized +10.4%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $0 Shares 907 Est. Cost $172.03 Unrealized
ITOT ISHARES TR 0.1%
Value ($000) $0 Shares 1,424 Est. Cost $0.11 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $0 Shares 3,169 Est. Cost $47.31 Unrealized +15.9%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $0 Shares 362 Est. Cost $362.10 Unrealized +28.6%
CB CHUBB LIMITED 0.1%
Value ($000) $0 Shares 613 Est. Cost $201.92 Unrealized +34.1%
AGG ISHARES TR 0.1%
Value ($000) $0 Shares 1,708 Est. Cost $0.10 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $0 Shares 620 Est. Cost $221.82 Unrealized +26.8%
WSBC WESBANCO INC 0.1%
Value ($000) $0 Shares 5,636 Est. Cost $36.02 Unrealized -14.8%
EFG ISHARES TR 0.1%
Value ($000) $0 Shares 1,555 Est. Cost $14.18 Unrealized
QUAL ISHARES TR 0.1%
Value ($000) $0 Shares 929 Est. Cost $0.16 Unrealized
SLV ISHARES SILVER TR 0.1%
Value ($000) $0 Shares 5,811 Est. Cost $9.94 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $0 Shares 1,216 Est. Cost $165.48 Unrealized -27.2%
CVS CVS HEALTH CORP 0.1%
Value ($000) $0 Shares 2,575 Est. Cost $86.28 Unrealized -36.0%
SWK STANLEY BLACK &DECKER INC 0.1%
Value ($000) $0 Shares 1,479 Est. Cost $142.42 Unrealized -36.5%
VRT VERTIV HOLDINGS CO 0.1%
Value ($000) $0 Shares 1,625 Est. Cost $77.98 Unrealized +6.1%
RMD RESMED INC 0.1%
Value ($000) $0 Shares 640 Est. Cost $233.64 Unrealized -5.5%
MCD MCDONALDS CORP 0.1%
Value ($000) $0 Shares 508 Est. Cost $242.05 Unrealized +10.2%
IJT ISHARES TR 0.1%
Value ($000) $0 Shares 1,094 Est. Cost $0.12 Unrealized
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $0 Shares 1,886 Est. Cost $0.07 Unrealized
SLX VANECK ETF TRUST 0.1%
Value ($000) $0 Shares 2,175 Est. Cost $0.07 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $0 Shares 1,465 Est. Cost $80.30 Unrealized +15.9%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $0 Shares 2,379 Est. Cost $0.05 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $0 Shares 451 Est. Cost $227.96 Unrealized +32.2%
BOTZ GLOBAL X FDS 0.1%
Value ($000) $0 Shares 4,609 Est. Cost $12.30 Unrealized
SJM SMUCKER J M CO 0.1%
Value ($000) $0 Shares 1,203 Est. Cost $108.55 Unrealized +2.8%
FTEC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $0 Shares 837 Est. Cost $123.04 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $0 Shares 1,035 Est. Cost $141.29 Unrealized -6.0%
MS MORGAN STANLEY 0.1%
Value ($000) $0 Shares 1,395 Est. Cost $80.62 Unrealized +20.2%
SNA SNAP ON INC 0.1%
Value ($000) $0 Shares 500 Est. Cost $190.45 Unrealized +39.5%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $0 Shares 1,828 Est. Cost $15.87 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $0 Shares 396 Est. Cost $264.14 Unrealized +28.9%
SPSM SPDR SER TR 0.1%
Value ($000) $0 Shares 3,046 Est. Cost $0.04 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $0 Shares 3,218 Est. Cost $43.76 Unrealized -2.5%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $0 Shares 2,756 Est. Cost $43.64 Unrealized
NUVEEN S&P 500 BUY-WRITE INC 0.1%
Value ($000) $0 Shares 9,645 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
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $0 Shares 228 Est. Cost $48.72 Unrealized
PLD PROLOGIS INC. 0.1%
Value ($000) $0 Shares 1,019 Est. Cost $128.36 Unrealized -8.0%
XLG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $0 Shares 2,701 Est. Cost $0.04 Unrealized
SAP SAP SE 0.1%
Value ($000) $0 Shares 560 Est. Cost $108.32 Unrealized
MET METLIFE INC 0.1%
Value ($000) $0 Shares 1,521 Est. Cost $60.03 Unrealized +19.7%
PEJ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $0 Shares 2,640 Est. Cost $48.86 Unrealized
PFEB INNOVATOR ETFS TRUST 0.1%
Value ($000) $0 Shares 3,435 Est. Cost $0.03 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $0 Shares 1,599 Est. Cost $72.50 Unrealized -0.5%
IEV ISHARES TR 0.1%
Value ($000) $0 Shares 2,100 Est. Cost $50.12 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $0 Shares 556 Est. Cost $0.19 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $0 Shares 3,014 Est. Cost $14.76 Unrealized
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $0 Shares 457 Est. Cost $89.88 Unrealized +119.3%
ENB ENBRIDGE INC 0.1%
Value ($000) $0 Shares 2,859 Est. Cost $34.12 Unrealized +4.1%
PWR QUANTA SVCS INC 0.1%
Value ($000) $0 Shares 395 Est. Cost $207.52 Unrealized +27.2%
ACWX ISHARES TR 0.1%
Value ($000) $0 Shares 2,040 Est. Cost $30.21 Unrealized
GEV GE VERNOVA INC 0.1%
Value ($000) $0 Shares 459 Est. Cost $164.22 Unrealized +16.6%
EEM ISHARES TR 0.1%
Value ($000) $0 Shares 2,410 Est. Cost $8.59 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $0 Shares 657 Est. Cost $150.92 Unrealized
JMEE J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $0 Shares 1,810 Est. Cost $0.06 Unrealized
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $0 Shares 2,771 Est. Cost $43.71 Unrealized -10.1%
VAW VANGUARD WORLD FD 0.0%
Value ($000) $0 Shares 510 Est. Cost $25.79 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $0 Shares 915 Est. Cost $16.03 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $0 Shares 1,101 Est. Cost $79.26 Unrealized +4.5%
ABT ABBOTT LABS 0.0%
Value ($000) $0 Shares 924 Est. Cost $115.09 Unrealized -7.0%
GLW CORNING INC 0.0%
Value ($000) $0 Shares 2,340 Est. Cost $39.16 Unrealized +4.3%
CWB SPDR SER TR 0.0%
Value ($000) $0 Shares 1,372 Est. Cost $66.07 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 2,539 Est. Cost $32.76 Unrealized
UGI UGI CORP NEW 0.0%
Value ($000) $0 Shares 4,107 Est. Cost $35.06 Unrealized -31.3%
F FORD MTR CO 0.0%
Value ($000) $0 Shares 9,570 Est. Cost $10.46 Unrealized -0.2%
GMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $0 Shares 2,735 Est. Cost $0.03 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 563 Est. Cost $68.43 Unrealized
ILCG ISHARES TR 0.0%
Value ($000) $0 Shares 1,200 Est. Cost $65.40 Unrealized
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $0 Shares 1,650 Est. Cost $63.26 Unrealized -7.6%
FDL FIRST TR MORNINGSTAR DIVID L 0.0%
Value ($000) $0 Shares 2,391 Est. Cost $36.07 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $0 Shares 715 Est. Cost $109.84 Unrealized +11.0%
HELE HELEN OF TROY LTD 0.0%
Value ($000) $0 Shares 1,540 Est. Cost $210.67 Unrealized -71.9%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $0 Shares 357 Est. Cost $217.41 Unrealized +9.1%
SO SOUTHERN CO 0.0%
Value ($000) $0 Shares 1,033 Est. Cost $65.98 Unrealized +23.7%
IBB ISHARES TR 0.0%
Value ($000) $0 Shares 609 Est. Cost $129.72 Unrealized
IYK ISHARES TR 0.0%
Value ($000) $0 Shares 1,260 Est. Cost $66.71 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $0 Shares 656 Est. Cost $120.95 Unrealized +8.8%
COR CENCORA INC 0.0%
Value ($000) $0 Shares 389 Est. Cost $184.83 Unrealized +24.3%
D DOMINION ENERGY INC 0.0%
Value ($000) $0 Shares 1,525 Est. Cost $66.91 Unrealized -23.5%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $0 Shares 539 Est. Cost $129.93 Unrealized +13.0%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 411 Est. Cost $187.31 Unrealized
DES WISDOMTREE TR 0.0%
Value ($000) $0 Shares 2,457 Est. Cost $13.84 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $0 Shares 365 Est. Cost $154.09 Unrealized +42.9%
GAUG FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $0 Shares 2,375 Est. Cost $0.03 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $0 Shares 388 Est. Cost $163.56 Unrealized +18.0%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $0 Shares 2,743 Est. Cost $23.60 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $0 Shares 1,058 Est. Cost $61.43 Unrealized +9.4%
EQIX EQUINIX INC 0.0%
Value ($000) $0 Shares 85 Est. Cost $763.51 Unrealized +4.1%
PKG PACKAGING CORP AMER 0.0%
Value ($000) $0 Shares 350 Est. Cost $124.02 Unrealized +54.7%
KWR QUAKER HOUGHTON 0.0%
Value ($000) $0 Shares 440 Est. Cost $198.50 Unrealized -14.8%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $0 Shares 1,267 Est. Cost $61.76 Unrealized -10.4%
IHF ISHARES TR 0.0%
Value ($000) $0 Shares 1,274 Est. Cost $42.71 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value ($000) $0 Shares 200 Est. Cost $246.46 Unrealized +37.1%
VRP INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 2,933 Est. Cost $24.39 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $0 Shares 441 Est. Cost $131.18 Unrealized +15.6%
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $0 Shares 970 Est. Cost $80.27 Unrealized -13.6%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 730 Est. Cost $87.67 Unrealized
MTB M &T BK CORP 0.0%
Value ($000) $0 Shares 390 Est. Cost $154.40 Unrealized +3.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $0 Shares 659 Est. Cost $117.39 Unrealized -8.3%
IR INGERSOLL RAND INC 0.0%
Value ($000) $0 Shares 714 Est. Cost $53.32 Unrealized +74.1%
IWN ISHARES TR 0.0%
Value ($000) $0 Shares 415 Est. Cost $121.10 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 5,985 Est. Cost $11.05 Unrealized -2.2%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $0 Shares 826 Est. Cost $47.49 Unrealized +66.0%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $0 Shares 659 Est. Cost $69.52 Unrealized +31.4%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $0 Shares 1,346 Est. Cost $45.80 Unrealized -3.4%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $0 Shares 249 Est. Cost $269.84 Unrealized -3.9%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 247 Est. Cost $148.86 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $0 Shares 721 Est. Cost $82.31 Unrealized +1.8%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 760 Est. Cost $50.91 Unrealized
KR KROGER CO 0.0%
Value ($000) $0 Shares 1,137 Est. Cost $47.83 Unrealized +9.0%
PFF ISHARES TR 0.0%
Value ($000) $0 Shares 2,019 Est. Cost $27.37 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $0 Shares 996 Est. Cost $43.73 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $0 Shares 1,675 Est. Cost $76.40 Unrealized -53.2%
HUBS HUBSPOT INC 0.0%
Value ($000) $0 Shares 120 Est. Cost $437.12 Unrealized +14.9%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $0 Shares 977 Est. Cost $63.47 Unrealized +0.7%
GSK GSK PLC 0.0%
Value ($000) $0 Shares 1,525 Est. Cost $12.52 Unrealized
XSLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 1,298 Est. Cost $0.04 Unrealized
XMLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $0.05 Unrealized
CRS CARPENTER TECHNOLOGY CORP 0.0%
Value ($000) $0 Shares 385 Est. Cost $33.42 Unrealized +302.5%
CCI CROWN CASTLE INC 0.0%
Value ($000) $0 Shares 515 Est. Cost $90.39 Unrealized +12.8%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 600 Est. Cost $112.16 Unrealized -13.1%
YUM YUM BRANDS INC 0.0%
Value ($000) $0 Shares 429 Est. Cost $114.39 Unrealized +13.1%
IRM IRON MTN INC DEL 0.0%
Value ($000) $0 Shares 500 Est. Cost $40.95 Unrealized +149.2%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $0 Shares 500 Est. Cost $65.20 Unrealized +64.2%
KKR KKR &CO INC 0.0%
Value ($000) $0 Shares 450 Est. Cost $48.28 Unrealized +143.2%
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value ($000) $0 Shares 1,400 Est. Cost $31.43 Unrealized
SNY SANOFI 0.0%
Value ($000) $0 Shares 965 Est. Cost $50.25 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $0 Shares 204 Est. Cost $393.57 Unrealized -32.6%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $0 Shares 222 Est. Cost $169.74 Unrealized +35.4%
LIBERTY ALL STAR EQUITY FD 0.0%
Value ($000) $0 Shares 7,595 Est. Cost $7.52 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $0 Shares 486 Est. Cost $0.08 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $0 Shares 114 Est. Cost $553.37 Unrealized 0.0%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 204 Est. Cost $134.76 Unrealized
KELLANOVA 0.0%
Value ($000) $0 Shares 661 Est. Cost $52.56 Unrealized +30.1%
JMUB J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $0 Shares 1,032 Est. Cost $0.05 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $0 Shares 270 Est. Cost $178.02 Unrealized +1.9%
NKE NIKE INC 0.0%
Value ($000) $0 Shares 590 Est. Cost $131.78 Unrealized -42.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $0 Shares 296 Est. Cost $13.29 Unrealized
APTIV PLC 0.0%
Value ($000) $0 Shares 702 Est. Cost $0.08 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $0 Shares 111 Est. Cost $321.25 Unrealized +27.9%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $0 Shares 583 Est. Cost $62.90 Unrealized +21.8%
MANAGED PORTFOLIO SERIES 0.0%
Value ($000) $0 Shares 987 Est. Cost $29.89 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $0 Shares 275 Est. Cost $181.82 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $0 Shares 1,263 Est. Cost $45.39 Unrealized -7.1%
FTRE FORTREA HLDGS INC 0.0%
Value ($000) $0 Shares 2,449 Est. Cost $29.77 Unrealized -21.1%
UBSI UNITED BANKSHARES INC WEST V 0.0%
Value ($000) $0 Shares 1,319 Est. Cost $36.33 Unrealized +0.5%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $0 Shares 2,300 Est. Cost $14.63 Unrealized +24.6%
NUVEEN PFD &INCOME OPPORTUN 0.0%
Value ($000) $0 Shares 5,876 Est. Cost $3.22 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $0 Shares 600 Est. Cost $66.79 Unrealized +3.4%
TMP TOMPKINS FINL CORP 0.0%
Value ($000) $0 Shares 797 Est. Cost $68.93 Unrealized -22.0%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $0 Shares 854 Est. Cost $52.20 Unrealized -5.1%
RDVY FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 746 Est. Cost $0.05 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $0 Shares 54 Est. Cost $0.85 Unrealized
DOW DOW INC 0.0%
Value ($000) $0 Shares 812 Est. Cost $49.50 Unrealized -3.2%
BX BLACKSTONE INC 0.0%
Value ($000) $0 Shares 276 Est. Cost $123.20 Unrealized +8.5%
AIQ GLOBAL X FDS 0.0%
Value ($000) $0 Shares 1,165 Est. Cost $0.03 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $0 Shares 90 Est. Cost $392.59 Unrealized +14.1%
DFAI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $0 Shares 1,351 Est. Cost $0.03 Unrealized
SEIC SEI INVTS CO 0.0%
Value ($000) $0 Shares 600 Est. Cost $56.38 Unrealized +16.3%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $0 Shares 142 Est. Cost $41.96 Unrealized +25.2%
VOX VANGUARD WORLD FD 0.0%
Value ($000) $0 Shares 278 Est. Cost $72.04 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $0 Shares 719 Est. Cost $0.05 Unrealized
QSR RESTAURANT BRANDS INTL INC 0.0%
Value ($000) $0 Shares 555 Est. Cost $56.88 Unrealized +23.6%
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $17.05 Unrealized
BP BP PLC 0.0%
Value ($000) $0 Shares 1,253 Est. Cost $18.88 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $0 Shares 635 Est. Cost $59.00 Unrealized +0.7%
ALLE ALLEGION PLC 0.0%
Value ($000) $0 Shares 270 Est. Cost $112.47 Unrealized +16.0%
IYH ISHARES TR 0.0%
Value ($000) $0 Shares 585 Est. Cost $58.17 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $0 Shares 581 Est. Cost $34.44 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $0 Shares 157 Est. Cost $187.14 Unrealized +30.4%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $0 Shares 175 Est. Cost $204.45 Unrealized 0.0%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 450 Est. Cost $75.56 Unrealized
AMERICAN CENTY ETF TR 0.0%
Value ($000) $0 Shares 925 Est. Cost $0.04 Unrealized
WEN WENDYS CO 0.0%
Value ($000) $0 Shares 2,125 Est. Cost $22.53 Unrealized -24.5%
VNT VONTIER CORPORATION 0.0%
Value ($000) $0 Shares 1,100 Est. Cost $35.55 Unrealized 0.0%
ARTNA ARTESIAN RES CORP 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $41.32 Unrealized -14.5%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $0 Shares 379 Est. Cost $83.06 Unrealized +1.9%
SCZ ISHARES TR 0.0%
Value ($000) $0 Shares 552 Est. Cost $0.06 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $0.04 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $0 Shares 240 Est. Cost $115.55 Unrealized +27.1%
CTVA CORTEVA INC 0.0%
Value ($000) $0 Shares 613 Est. Cost $50.98 Unrealized +5.5%
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 Shares 323 Est. Cost $113.90 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 652 Est. Cost $0.05 Unrealized
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $0 Shares 300 Est. Cost $109.09 Unrealized +3.8%
SNPS SYNOPSYS INC 0.0%
Value ($000) $0 Shares 70 Est. Cost $424.89 Unrealized +26.3%
MAIN MAIN STR CAP CORP 0.0%
Value ($000) $0 Shares 700 Est. Cost $42.82 Unrealized +16.8%
PMAY INNOVATOR ETFS TRUST 0.0%
Value ($000) $0 Shares 950 Est. Cost $0.03 Unrealized
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $0 Shares 269 Est. Cost $61.02 Unrealized +85.6%
IEF ISHARES TR 0.0%
Value ($000) $0 Shares 351 Est. Cost $0.10 Unrealized
GPN GLOBAL PMTS INC 0.0%
Value ($000) $0 Shares 336 Est. Cost $121.46 Unrealized -15.9%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 348 Est. Cost $48.73 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 670 Est. Cost $38.81 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $0 Shares 291 Est. Cost $0.11 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $0 Shares 284 Est. Cost $0.10 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $0 Shares 2,294 Est. Cost $12.25 Unrealized +9.6%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $0 Shares 514 Est. Cost $64.56 Unrealized 0.0%
DIG PROSHARES TR 0.0%
Value ($000) $0 Shares 862 Est. Cost $0.04 Unrealized
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $0 Shares 1,038 Est. Cost $28.97 Unrealized +0.1%
SCI SERVICE CORP INTL 0.0%
Value ($000) $0 Shares 400 Est. Cost $62.98 Unrealized +20.7%
PKW INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 270 Est. Cost $0.11 Unrealized
PMAR INNOVATOR ETFS TRUST 0.0%
Value ($000) $0 Shares 800 Est. Cost $0.04 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $0 Shares 133 Est. Cost $212.64 Unrealized -0.9%
TREEHOUSE FOODS INC 0.0%
Value ($000) $0 Shares 726 Est. Cost $33.06 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 851 Est. Cost $0.03 Unrealized
BUFB INNOVATOR ETFS TRUST 0.0%
Value ($000) $0 Shares 987 Est. Cost $0.02 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $0 Shares 700 Est. Cost $36.04 Unrealized +10.5%
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value ($000) $0 Shares 2,221 Est. Cost $0.01 Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $367.98 Unrealized -17.1%
LIT GLOBAL X FDS 0.0%
Value ($000) $0 Shares 700 Est. Cost $76.77 Unrealized
NOBL PROSHARES TR 0.0%
Value ($000) $0 Shares 286 Est. Cost $0.10 Unrealized
ITB ISHARES TR 0.0%
Value ($000) $0 Shares 225 Est. Cost $0.09 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $0 Shares 127 Est. Cost $182.34 Unrealized +3.6%
CI THE CIGNA GROUP 0.0%
Value ($000) $0 Shares 79 Est. Cost $264.78 Unrealized +26.5%
VFH VANGUARD WORLD FD 0.0%
Value ($000) $0 Shares 251 Est. Cost $93.54 Unrealized
FOLD AMICUS THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 2,569 Est. Cost $10.30 Unrealized +5.7%
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $0 Shares 272 Est. Cost $0.08 Unrealized
GOOD GLADSTONE COMMERCIAL CORP 0.0%
Value ($000) $0 Shares 1,700 Est. Cost $21.76 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value ($000) $0 Shares 387 Est. Cost $60.70 Unrealized -0.9%
BA BOEING CO 0.0%
Value ($000) $0 Shares 179 Est. Cost $200.72 Unrealized -14.6%
DHI D R HORTON INC 0.0%
Value ($000) $0 Shares 135 Est. Cost $148.31 Unrealized +16.8%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 901 Est. Cost $4.22 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 103 Est. Cost $19.58 Unrealized
CALAMOS CONV &HIGH INCOME F 0.0%
Value ($000) $0 Shares 2,100 Est. Cost $14.29 Unrealized
DIVO AMPLIFY ETF TR 0.0%
Value ($000) $0 Shares 625 Est. Cost $0.04 Unrealized
VISTA OUTDOOR INC 0.0%
Value ($000) $0 Shares 648 Est. Cost $35.49 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $0 Shares 400 Est. Cost $55.33 Unrealized -0.6%
NUVEEN MUN VALUE FD INC 0.0%
Value ($000) $0 Shares 2,750 Est. Cost $0.01 Unrealized
NUVEEN VRIABL RAT PFD &INM 0.0%
Value ($000) $0 Shares 1,266 Est. Cost $0.02 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $206.04 Unrealized +9.0%
IFRA ISHARES TR 0.0%
Value ($000) $0 Shares 519 Est. Cost $0.04 Unrealized
BLV VANGUARD BD INDEX FDS 0.0%
Value ($000) $0 Shares 304 Est. Cost $0.08 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $0 Shares 287 Est. Cost $0.08 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 0.0%
Value ($000) $0 Shares 675 Est. Cost $0.03 Unrealized
FHI FEDERATED HERMES INC 0.0%
Value ($000) $0 Shares 615 Est. Cost $34.52 Unrealized -5.4%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $0 Shares 509 Est. Cost $47.11 Unrealized -29.3%
VOYA GLBL EQTY DIV &PREM OP 0.0%
Value ($000) $0 Shares 4,000 Est. Cost $5.75 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $0 Shares 723 Est. Cost $27.13 Unrealized -0.3%
PGJ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 775 Est. Cost $28.39 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 306 Est. Cost $0.06 Unrealized
SLF SUN LIFE FINANCIAL INC. 0.0%
Value ($000) $0 Shares 370 Est. Cost $44.71 Unrealized +16.9%
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 253 Est. Cost $0.07 Unrealized
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 591 Est. Cost $0.04 Unrealized
DON WISDOMTREE TR 0.0%
Value ($000) $0 Shares 443 Est. Cost $37.39 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $0 Shares 67 Est. Cost $391.43 Unrealized -10.9%
IAGG ISHARES TR 0.0%
Value ($000) $0 Shares 446 Est. Cost $34.74 Unrealized
ABRDN HEALTHCARE OPPORTUNITI 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $22.00 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 1,701 Est. Cost $12.46 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $0 Shares 1,091 Est. Cost $24.46 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $0 Shares 298 Est. Cost $46.99 Unrealized +35.9%
BHE BENCHMARK ELECTRS INC 0.0%
Value ($000) $0 Shares 498 Est. Cost $23.73 Unrealized +71.6%
CF CF INDS HLDGS INC 0.0%
Value ($000) $0 Shares 250 Est. Cost $74.27 Unrealized +0.8%
COPX GLOBAL X FDS 0.0%
Value ($000) $0 Shares 440 Est. Cost $45.45 Unrealized
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $0 Shares 336 Est. Cost $33.82 Unrealized +52.3%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $0 Shares 390 Est. Cost $38.34 Unrealized
IXN ISHARES TR 0.0%
Value ($000) $0 Shares 250 Est. Cost $0.07 Unrealized
STBA S &T BANCORP INC 0.0%
Value ($000) $0 Shares 464 Est. Cost $30.02 Unrealized +35.0%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $0 Shares 1,909 Est. Cost $0.01 Unrealized
NEOG NEOGEN CORP 0.0%
Value ($000) $0 Shares 1,107 Est. Cost $20.14 Unrealized -18.3%
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $0 Shares 1,700 Est. Cost $11.18 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $0 Shares 474 Est. Cost $36.83 Unrealized -2.9%
MARATHON OIL CORP 0.0%
Value ($000) $0 Shares 708 Est. Cost $0.02 Unrealized
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $0 Shares 800 Est. Cost $17.66 Unrealized +12.0%
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $0 Shares 219 Est. Cost $0.07 Unrealized
QLD PROSHARES TR 0.0%
Value ($000) $0 Shares 175 Est. Cost $0.10 Unrealized
CHT CHUNGHWA TELECOM CO LTD 0.0%
Value ($000) $0 Shares 450 Est. Cost $44.44 Unrealized
ALC ALCON AG 0.0%
Value ($000) $0 Shares 180 Est. Cost $77.08 Unrealized +21.6%
WELL WELLTOWER INC 0.0%
Value ($000) $0 Shares 142 Est. Cost $77.95 Unrealized +46.0%
CBRL CRACKER BARREL OLD CTRY STOR 0.0%
Value ($000) $0 Shares 402 Est. Cost $69.08 Unrealized -42.4%
CACI CACI INTL INC 0.0%
Value ($000) $0 Shares 35 Est. Cost $463.04 Unrealized 0.0%
TGT TARGET CORP 0.0%
Value ($000) $0 Shares 109 Est. Cost $174.67 Unrealized -19.3%
AEE AMEREN CORP 0.0%
Value ($000) $0 Shares 200 Est. Cost $66.93 Unrealized +14.7%
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 191 Est. Cost $0.09 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $0 Shares 183 Est. Cost $138.71 Unrealized -23.5%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $0 Shares 29 Est. Cost $405.49 Unrealized +20.8%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $0 Shares 14 Est. Cost $629.16 Unrealized +75.9%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $0 Shares 85 Est. Cost $139.71 Unrealized +32.5%
EPP ISHARES INC 0.0%
Value ($000) $0 Shares 300 Est. Cost $50.00 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $72.24 Unrealized 0.0%
TECB ISHARES TR 0.0%
Value ($000) $0 Shares 300 Est. Cost $0.05 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 217 Est. Cost $38.84 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $0 Shares 82 Est. Cost $179.84 Unrealized 0.0%
GEN GEN DIGITAL INC 0.0%
Value ($000) $0 Shares 541 Est. Cost $25.34 Unrealized -1.1%
GXO GXO LOGISTICS INCORPORATED 0.0%
Value ($000) $0 Shares 280 Est. Cost $51.58 Unrealized -1.8%
IDU ISHARES TR 0.0%
Value ($000) $0 Shares 134 Est. Cost $93.33 Unrealized
SSO PROSHARES TR 0.0%
Value ($000) $0 Shares 150 Est. Cost $0.09 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $0 Shares 68 Est. Cost $181.08 Unrealized +5.4%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $0 Shares 28 Est. Cost $495.58 Unrealized +5.1%
EATON VANCE TAX-MANAGED BUY- 0.0%
Value ($000) $0 Shares 1,046 Est. Cost $0.01 Unrealized
BN BROOKFIELD CORP 0.0%
Value ($000) $0 Shares 250 Est. Cost $21.26 Unrealized +47.2%
EIX EDISON INTL 0.0%
Value ($000) $0 Shares 150 Est. Cost $56.54 Unrealized +34.4%
GJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $0 Shares 365 Est. Cost $0.03 Unrealized
PNOV INNOVATOR ETFS TRUST 0.0%
Value ($000) $0 Shares 360 Est. Cost $0.03 Unrealized
CWI SPDR INDEX SHS FDS 0.0%
Value ($000) $0 Shares 423 Est. Cost $27.08 Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $0 Shares 85 Est. Cost $131.41 Unrealized 0.0%
AJG GALLAGHER ARTHUR J &CO 0.0%
Value ($000) $0 Shares 46 Est. Cost $236.41 Unrealized +17.9%
EFA ISHARES TR 0.0%
Value ($000) $0 Shares 155 Est. Cost $73.31 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $0 Shares 415 Est. Cost $28.91 Unrealized +4.9%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $0 Shares 139 Est. Cost $85.61 Unrealized -10.5%
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $0 Shares 250 Est. Cost $61.94 Unrealized -30.1%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $0 Shares 125 Est. Cost $140.64 Unrealized -34.4%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $0 Shares 81 Est. Cost $135.80 Unrealized +6.1%
WDC WESTERN DIGITAL CORP. 0.0%
Value ($000) $0 Shares 175 Est. Cost $50.34 Unrealized 0.0%
IBUF INNOVATOR ETFS TRUST 0.0%
Value ($000) $0 Shares 507 Est. Cost $0.02 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $0 Shares 130 Est. Cost $76.76 Unrealized +10.9%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $0 Shares 1,335 Est. Cost $17.02 Unrealized -54.1%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $0 Shares 82 Est. Cost $116.33 Unrealized +19.8%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $0 Shares 182 Est. Cost $47.79 Unrealized +13.8%
PBI PITNEY BOWES INC 0.0%
Value ($000) $0 Shares 1,580 Est. Cost $5.42 Unrealized +24.5%
ALLIANCEBERNSTEIN GLOBAL HIG 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $9.00 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $0 Shares 328 Est. Cost $29.30 Unrealized -3.6%
LAZ LAZARD INC 0.0%
Value ($000) $0 Shares 225 Est. Cost $46.33 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 275 Est. Cost $30.69 Unrealized 0.0%
BALL BALL CORP 0.0%
Value ($000) $0 Shares 140 Est. Cost $86.19 Unrealized -27.9%
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $0 Shares 500 Est. Cost $24.87 Unrealized -20.7%
AIZ ASSURANT INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $178.39 Unrealized 0.0%
INVH INVITATION HOMES INC 0.0%
Value ($000) $0 Shares 280 Est. Cost $33.87 Unrealized 0.0%
WMK WEIS MKTS INC 0.0%
Value ($000) $0 Shares 143 Est. Cost $61.66 Unrealized +7.3%
SUPER MICRO COMPUTER INC 0.0%
Value ($000) $0 Shares 23 Est. Cost $0.80 Unrealized
INDY ISHARES TR 0.0%
Value ($000) $0 Shares 190 Est. Cost $31.59 Unrealized
VOYA GLBL ADV &PREM OPP FD 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $10.00 Unrealized
ETD ETHAN ALLEN INTERIORS INC 0.0%
Value ($000) $0 Shares 300 Est. Cost $19.65 Unrealized +38.0%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $0 Shares 38 Est. Cost $276.46 Unrealized 0.0%
DDM PROSHARES TR 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.10 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $0 Shares 914 Est. Cost $3.99 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $0 Shares 280 Est. Cost $31.35 Unrealized +1.5%
CCJ CAMECO CORP 0.0%
Value ($000) $0 Shares 212 Est. Cost $30.30 Unrealized +43.3%
ACWI ISHARES TR 0.0%
Value ($000) $0 Shares 75 Est. Cost $100.00 Unrealized
CBU COMMUNITY FINANCIAL SYSTEM I 0.0%
Value ($000) $0 Shares 150 Est. Cost $63.93 Unrealized -14.4%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $0 Shares 141 Est. Cost $112.18 Unrealized -35.2%
DXCM DEXCOM INC 0.0%
Value ($000) $0 Shares 127 Est. Cost $100.49 Unrealized -18.3%
PSEP INNOVATOR ETFS TRUST 0.0%
Value ($000) $0 Shares 245 Est. Cost $27.82 Unrealized
NUVEEN REAL ESTATE INCOME FD 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $12.00 Unrealized
SOUN SOUNDHOUND AI INC 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $4.30 Unrealized +12.5%
SONY SONY GROUP CORP 0.0%
Value ($000) $0 Shares 89 Est. Cost $0.08 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNE 0.0%
Value ($000) $0 Shares 116 Est. Cost $58.80 Unrealized +24.9%
USB US BANCORP DEL 0.0%
Value ($000) $0 Shares 202 Est. Cost $36.00 Unrealized +14.2%
RPV INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 90 Est. Cost $0.07 Unrealized
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $0 Shares 400 Est. Cost $25.00 Unrealized
DYNAVAX TECHNOLOGIES CORP 0.0%
Value ($000) $0 Shares 700 Est. Cost $11.43 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 148 Est. Cost $34.14 Unrealized
GMAY FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $0 Shares 214 Est. Cost $0.03 Unrealized
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $0 Shares 200 Est. Cost $34.12 Unrealized -13.7%
TPR TAPESTRY INC 0.0%
Value ($000) $0 Shares 150 Est. Cost $30.37 Unrealized +32.1%
SHY ISHARES TR 0.0%
Value ($000) $0 Shares 88 Est. Cost $83.33 Unrealized
LINE LINEAGE INC 0.0%
Value ($000) $0 Shares 85 Est. Cost $0.08 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $0 Shares 24 Est. Cost $0.20 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 38 Est. Cost $0.18 Unrealized
HPQ HP INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $32.05 Unrealized +3.7%
BIIB BIOGEN INC 0.0%
Value ($000) $0 Shares 37 Est. Cost $209.21 Unrealized 0.0%
SLYV SPDR SER TR 0.0%
Value ($000) $0 Shares 82 Est. Cost $0.08 Unrealized
USHY ISHARES TR 0.0%
Value ($000) $0 Shares 175 Est. Cost $7.95 Unrealized
NWBI NORTHWEST BANCSHARES INC MD 0.0%
Value ($000) $0 Shares 549 Est. Cost $10.10 Unrealized +17.6%
GWW GRAINGER W W INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $683.17 Unrealized +40.1%
MDT MEDTRONIC PLC 0.0%
Value ($000) $0 Shares 76 Est. Cost $85.55 Unrealized -5.5%
CBRE GBL REAL ESTATE INC FD 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $9.00 Unrealized
ITA ISHARES TR 0.0%
Value ($000) $0 Shares 49 Est. Cost $102.04 Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 83 Est. Cost $66.69 Unrealized
SMH VANECK ETF TRUST 0.0%
Value ($000) $0 Shares 30 Est. Cost $0.17 Unrealized
FPX FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 67 Est. Cost $0.09 Unrealized
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $0 Shares 20 Est. Cost $140.24 Unrealized +110.3%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $0 Shares 72 Est. Cost $82.86 Unrealized -1.7%
FRBA FIRST BK WILLIAMSTOWN NEW JE 0.0%
Value ($000) $0 Shares 386 Est. Cost $11.05 Unrealized +28.5%
PGHY INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 310 Est. Cost $0.02 Unrealized
XRAY DENTSPLY SIRONA INC 0.0%
Value ($000) $0 Shares 218 Est. Cost $40.58 Unrealized -37.1%
EATON VANCE SHORT DURATION D 0.0%
Value ($000) $0 Shares 500 Est. Cost $12.00 Unrealized
LTH LIFE TIME GROUP HOLDINGS INC 0.0%
Value ($000) $0 Shares 240 Est. Cost $22.48 Unrealized 0.0%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $1678.94 Unrealized +12.1%
TIP ISHARES TR 0.0%
Value ($000) $0 Shares 56 Est. Cost $123.76 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $120.97 Unrealized +63.7%
ROKU ROKU INC 0.0%
Value ($000) $0 Shares 76 Est. Cost $77.80 Unrealized -17.6%
VSH VISHAY INTERTECHNOLOGY INC 0.0%
Value ($000) $0 Shares 320 Est. Cost $17.59 Unrealized +14.2%
FLOT ISHARES TR 0.0%
Value ($000) $0 Shares 127 Est. Cost $50.54 Unrealized
EQT EQT CORP 0.0%
Value ($000) $0 Shares 155 Est. Cost $33.40 Unrealized 0.0%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.06 Unrealized
OSUR ORASURE TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $7.99 Unrealized -46.2%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $0 Shares 300 Est. Cost $17.22 Unrealized +6.7%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $0 Shares 12 Est. Cost $237.21 Unrealized +45.4%
COHEN &STEERS REIT &PFD & 0.0%
Value ($000) $0 Shares 201 Est. Cost $0.02 Unrealized
AGZ ISHARES TR 0.0%
Value ($000) $0 Shares 41 Est. Cost $111.11 Unrealized
SLYG SPDR SER TR 0.0%
Value ($000) $0 Shares 51 Est. Cost $0.08 Unrealized
VDE VANGUARD WORLD FD 0.0%
Value ($000) $0 Shares 42 Est. Cost $97.56 Unrealized
NTR NUTRIEN LTD 0.0%
Value ($000) $0 Shares 94 Est. Cost $57.83 Unrealized -20.2%
INTU INTUIT 0.0%
Value ($000) $0 Shares 8 Est. Cost $565.70 Unrealized +11.9%
BLOK AMPLIFY ETF TR 0.0%
Value ($000) $0 Shares 139 Est. Cost $21.58 Unrealized
SDIV GLOBAL X FDS 0.0%
Value ($000) $0 Shares 216 Est. Cost $0.02 Unrealized
GUGGENHEIM STRATEGIC OPPORTU 0.0%
Value ($000) $0 Shares 315 Est. Cost $0.02 Unrealized
GTN GRAY TELEVISION INC 0.0%
Value ($000) $0 Shares 850 Est. Cost $22.06 Unrealized -76.7%
CENT CENTRAL GARDEN &PET CO 0.0%
Value ($000) $0 Shares 150 Est. Cost $38.55 Unrealized 0.0%
OLN OLIN CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $49.56 Unrealized -13.9%
CUBI CUSTOMERS BANCORP INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $60.91 Unrealized -14.5%
MRSH MARSH &MCLENNAN COS INC 0.0%
Value ($000) $0 Shares 21 Est. Cost $175.83 Unrealized +23.4%
GM GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 120 Est. Cost $36.48 Unrealized +25.2%
UYG PROSHARES TR 0.0%
Value ($000) $0 Shares 60 Est. Cost $66.67 Unrealized
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $0 Shares 33 Est. Cost $146.90 Unrealized 0.0%
BAP CREDICORP LTD 0.0%
Value ($000) $0 Shares 30 Est. Cost $129.25 Unrealized +23.1%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $0 Shares 101 Est. Cost $37.88 Unrealized +13.2%
BNS BANK NOVA SCOTIA HALIFAX 0.0%
Value ($000) $0 Shares 100 Est. Cost $58.64 Unrealized -22.0%
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $0 Shares 140 Est. Cost $0.04 Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $39.60 Unrealized +0.7%
FJUL FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $0 Shares 107 Est. Cost $37.38 Unrealized
EMXC ISHARES INC 0.0%
Value ($000) $0 Shares 59 Est. Cost $0.06 Unrealized
FLEX FLEX LTD 0.0%
Value ($000) $0 Shares 127 Est. Cost $30.75 Unrealized 0.0%
IAU ISHARES GOLD TR 0.0%
Value ($000) $0 Shares 85 Est. Cost $0.04 Unrealized
ING ING GROEP N.V. 0.0%
Value ($000) $0 Shares 229 Est. Cost $0.01 Unrealized
MUFG MITSUBISHI UFJ FINL GROUP IN 0.0%
Value ($000) $0 Shares 400 Est. Cost $0.01 Unrealized
QYLD GLOBAL X FDS 0.0%
Value ($000) $0 Shares 222 Est. Cost $0.01 Unrealized
ARM ARM HOLDINGS PLC 0.0%
Value ($000) $0 Shares 27 Est. Cost $0.15 Unrealized
VKTX VIKING THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 70 Est. Cost $44.50 Unrealized +31.9%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $0 Shares 60 Est. Cost $141.45 Unrealized -35.5%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $330.58 Unrealized +29.0%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $0 Shares 18 Est. Cost $184.81 Unrealized +16.5%
OGN ORGANON &CO 0.0%
Value ($000) $0 Shares 213 Est. Cost $27.48 Unrealized -28.3%
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $0 Shares 10 Est. Cost $301.16 Unrealized +1.8%
AMBA AMBARELLA INC 0.0%
Value ($000) $0 Shares 75 Est. Cost $127.45 Unrealized -58.3%
GLAD GLADSTONE CAPITAL CORP 0.0%
Value ($000) $0 Shares 155 Est. Cost $18.52 Unrealized +9.1%
FENY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 150 Est. Cost $0.03 Unrealized
GOOS CANADA GOOSE HLDGS INC 0.0%
Value ($000) $0 Shares 300 Est. Cost $21.11 Unrealized -46.3%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $0 Shares 11 Est. Cost $587.05 Unrealized -42.7%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 80 Est. Cost $0.04 Unrealized
GOVT ISHARES TR 0.0%
Value ($000) $0 Shares 111 Est. Cost $0.02 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $0 Shares 65 Est. Cost $45.29 Unrealized -16.2%
MINT PIMCO ETF TR 0.0%
Value ($000) $0 Shares 30 Est. Cost $92.23 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 19 Est. Cost $142.34 Unrealized 0.0%
FDIS FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 37 Est. Cost $78.31 Unrealized
ICLR ICON PLC 0.0%
Value ($000) $0 Shares 9 Est. Cost $315.33 Unrealized 0.0%
ECL ECOLAB INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $178.94 Unrealized +34.7%
TWLO TWILIO INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $83.89 Unrealized -28.7%
DXYZ DESTINY TECH100 INC 0.0%
Value ($000) $0 Shares 350 Est. Cost $0.01 Unrealized
BWXT BWX TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $98.25 Unrealized 0.0%
RPM RPM INTL INC 0.0%
Value ($000) $0 Shares 21 Est. Cost $97.49 Unrealized +18.7%
IDV ISHARES TR 0.0%
Value ($000) $0 Shares 100 Est. Cost $31.84 Unrealized
REET ISHARES TR 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.02 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $97.82 Unrealized -34.0%
IYF ISHARES TR 0.0%
Value ($000) $0 Shares 30 Est. Cost $100.00 Unrealized
META PLATFORMS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $3.00 Unrealized
RELX RELX PLC 0.0%
Value ($000) $0 Shares 54 Est. Cost $0.04 Unrealized
DYNF BLACKROCK ETF TRUST 0.0%
Value ($000) $0 Shares 59 Est. Cost $0.05 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $0 Shares 100 Est. Cost $32.67 Unrealized -17.9%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $0 Shares 22 Est. Cost $176.88 Unrealized -30.5%
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $853.35 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $0 Shares 52 Est. Cost $58.09 Unrealized -4.6%
VLUE ISHARES TR 0.0%
Value ($000) $0 Shares 24 Est. Cost $0.13 Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.0%
Value ($000) $0 Shares 100 Est. Cost $29.81 Unrealized 0.0%
ADSK AUTODESK INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $210.13 Unrealized +19.8%
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $0 Shares 16 Est. Cost $161.60 Unrealized +1.8%
ALAB ASTERA LABS INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $46.93 Unrealized 0.0%
ASTS AST SPACEMOBILE INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $22.55 Unrealized 0.0%
TTEK TETRA TECH INC NEW 0.0%
Value ($000) $0 Shares 65 Est. Cost $44.50 Unrealized 0.0%
KLG WK KELLOGG CO 0.0%
Value ($000) $0 Shares 165 Est. Cost $0.01 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $210.84 Unrealized +12.0%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $0 Shares 32 Est. Cost $78.99 Unrealized +0.3%
EMB ISHARES TR 0.0%
Value ($000) $0 Shares 20 Est. Cost $92.36 Unrealized
VRTS VIRTUS INVT PARTNERS INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $211.42 Unrealized -6.4%
ELS EQUITY LIFESTYLE PPTYS INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $0.08 Unrealized
JHG JANUS HENDERSON GROUP PLC 0.0%
Value ($000) $0 Shares 47 Est. Cost $36.03 Unrealized +0.3%
ESGU ISHARES TR 0.0%
Value ($000) $0 Shares 18 Est. Cost $0.11 Unrealized
PODD INSULET CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $270.92 Unrealized -24.2%
SSYS STRATASYS LTD 0.0%
Value ($000) $0 Shares 300 Est. Cost $24.11 Unrealized -67.3%
HXL HEXCEL CORP NEW 0.0%
Value ($000) $0 Shares 37 Est. Cost $62.86 Unrealized 0.0%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 82 Est. Cost $25.09 Unrealized -21.0%
SMMV ISHARES TR 0.0%
Value ($000) $0 Shares 56 Est. Cost $35.72 Unrealized
BLD TOPBUILD CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $403.36 Unrealized 0.0%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $169.52 Unrealized +21.1%
MMS MAXIMUS INC 0.0%
Value ($000) $0 Shares 19 Est. Cost $89.38 Unrealized 0.0%
NGG NATIONAL GRID PLC 0.0%
Value ($000) $0 Shares 24 Est. Cost $0.05 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $0 Shares 45 Est. Cost $61.11 Unrealized
BHP BHP GROUP LTD 0.0%
Value ($000) $0 Shares 34 Est. Cost $0.06 Unrealized
SE SEA LTD 0.0%
Value ($000) $0 Shares 16 Est. Cost $89.30 Unrealized
HANCOCK JOHN PREM DIVID FD 0.0%
Value ($000) $0 Shares 114 Est. Cost $0.01 Unrealized
ONLN PROSHARES TR 0.0%
Value ($000) $0 Shares 40 Est. Cost $45.34 Unrealized
ILCV ISHARES TR 0.0%
Value ($000) $0 Shares 30 Est. Cost $66.67 Unrealized
GABELLI EQUITY TR INC 0.0%
Value ($000) $0 Shares 303 Est. Cost $0.01 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $20.22 Unrealized -16.2%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $0 Shares 16 Est. Cost $103.04 Unrealized +35.7%
CC CHEMOURS CO 0.0%
Value ($000) $0 Shares 80 Est. Cost $26.69 Unrealized -27.7%
IYW ISHARES TR 0.0%
Value ($000) $0 Shares 16 Est. Cost $0.13 Unrealized
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $0 Shares 49 Est. Cost $0.04 Unrealized
BRKR BRUKER CORP 0.0%
Value ($000) $0 Shares 35 Est. Cost $64.19 Unrealized 0.0%
XAWPX ABRDN GLOBAL PREMIER PPTYS F 0.0%
Value ($000) $0 Shares 400 Est. Cost $0.00 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $0 Shares 89 Est. Cost $24.29 Unrealized -3.1%
AI C3 AI INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $28.17 Unrealized -9.8%
ESTC ELASTIC N V 0.0%
Value ($000) $0 Shares 20 Est. Cost $97.24 Unrealized +1.4%
NEM NEWMONT CORP 0.0%
Value ($000) $0 Shares 35 Est. Cost $60.03 Unrealized -19.4%
CXW CORECIVIC INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $9.78 Unrealized +36.2%
TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $0 Shares 2 Est. Cost $0.50 Unrealized
PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $0.50 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $0 Shares 8 Est. Cost $0.13 Unrealized
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $0 Shares 150 Est. Cost $28.67 Unrealized -86.3%
VIGI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $0 Shares 14 Est. Cost $0.08 Unrealized
JOBY JOBY AVIATION INC 0.0%
Value ($000) $0 Shares 150 Est. Cost $5.25 Unrealized +3.7%
CERT CERTARA INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $13.20 Unrealized 0.0%
IOVA IOVANCE BIOTHERAPEUTICS INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $14.71 Unrealized -35.6%
IXC ISHARES TR 0.0%
Value ($000) $0 Shares 13 Est. Cost $0.08 Unrealized
BSY BENTLEY SYS INC 0.0%
Value ($000) $0 Shares 26 Est. Cost $48.82 Unrealized 0.0%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $8.79 Unrealized -17.3%
GLOBAL X FDS 0.0%
Value ($000) $0 Shares 100 Est. Cost $14.93 Unrealized
U UNITY SOFTWARE INC 0.0%
Value ($000) $0 Shares 28 Est. Cost $32.95 Unrealized -47.6%
NVCR NOVOCURE LTD 0.0%
Value ($000) $0 Shares 65 Est. Cost $73.66 Unrealized -75.4%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $195.40 Unrealized +2.5%
LUCID GROUP INC 0.0%
Value ($000) $0 Shares 325 Est. Cost $2.02 Unrealized
MGA MAGNA INTL INC 0.0%
Value ($000) $0 Shares 33 Est. Cost $49.66 Unrealized -20.3%
OSK OSHKOSH CORP 0.0%
Value ($000) $0 Shares 14 Est. Cost $92.77 Unrealized +9.3%
ASIX ADVANSIX INC 0.0%
Value ($000) $0 Shares 19 Est. Cost $40.88 Unrealized -36.0%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 3 Est. Cost $0.19 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 28 Est. Cost $0.04 Unrealized
RNAC CARTESIAN THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $23.87 Unrealized -34.5%
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 49 Est. Cost $7.17 Unrealized +17.3%
ZIMVIE INC 0.0%
Value ($000) $0 Shares 46 Est. Cost $15.87 Unrealized
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $49.62 Unrealized -9.4%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $0 Shares 6 Est. Cost $51.65 Unrealized -1.8%
CHARGEPOINT HOLDINGS INC 0.0%
Value ($000) $0 Shares 300 Est. Cost $10.45 Unrealized
WW INTL INC 0.0%
Value ($000) $0 Shares 140 Est. Cost $7.14 Unrealized
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $0 Shares 35 Est. Cost $23.34 Unrealized -64.5%
WU WESTERN UN CO 0.0%
Value ($000) $0 Shares 26 Est. Cost Unrealized
MANU MANCHESTER UTD PLC NEW 0.0%
Value ($000) $0 Shares 31 Est. Cost $19.75 Unrealized -15.3%