Arrow Financial Corp Diversified Active

CIK: 0000717538 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Oct 28, 2019

Total Value ($000): $481,742 (100.0% shares, 0.0% debt)

Holdings (326)

AROW ARROW FINANCIAL CORPORATION 9.9%
Value ($000) $47,910 Shares 1,434,873 Est. Cost $14.08 Unrealized +74.1%
VCSH VANGUARD SHORT TERM CORP BOND 5.2%
Value ($000) $24,975 Shares 308,142 Est. Cost $81.02 Unrealized
VNQ VANGUARD REAL ESTATE ETF 4.3%
Value ($000) $20,539 Shares 220,248 Est. Cost $88.37 Unrealized
MSFT MICROSOFT CORP 3.3%
Value ($000) $15,974 Shares 114,899 Est. Cost $32.59 Unrealized +298.6%
AAPL APPLE INC 3.3%
Value ($000) $15,891 Shares 70,950 Est. Cost $18.87 Unrealized +166.2%
AGG ISHARES CORE US AGGREGATE BOND 3.0%
Value ($000) $14,341 Shares 126,719 Est. Cost $108.00 Unrealized
V VISA INC CL A 2.8%
Value ($000) $13,635 Shares 79,267 Est. Cost $56.53 Unrealized +201.3%
AMZN AMAZON.COM INC 2.8%
Value ($000) $13,633 Shares 7,854 Est. Cost $14.65 Unrealized +532.7%
IJH ISHARES CORE S&P MID-CAP ETF 2.3%
Value ($000) $11,220 Shares 58,067 Est. Cost $182.66 Unrealized
GOOGL ALPHABET INC CL A 2.3%
Value ($000) $11,132 Shares 9,116 Est. Cost $37.43 Unrealized +57.0%
SPY SPDR S&P 500 ETF TRUST 1.9%
Value ($000) $9,176 Shares 30,922 Est. Cost $207.60 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 1.8%
Value ($000) $8,731 Shares 112,176 Est. Cost $81.17 Unrealized
JPM JP MORGAN CHASE & CO 1.6%
Value ($000) $7,772 Shares 66,032 Est. Cost $39.90 Unrealized +138.3%
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $7,648 Shares 59,106 Est. Cost $63.17 Unrealized +74.1%
HD HOME DEPOT INC 1.4%
Value ($000) $6,849 Shares 29,523 Est. Cost $88.54 Unrealized +111.3%
NFLX NETFLIX INC 1.3%
Value ($000) $6,239 Shares 23,313 Est. Cost $10.89 Unrealized +187.3%
PG PROCTER & GAMBLE CO 1.3%
Value ($000) $6,193 Shares 49,791 Est. Cost $57.02 Unrealized +77.1%
PEP PEPSICO INC 1.2%
Value ($000) $5,885 Shares 42,918 Est. Cost $56.13 Unrealized +94.8%
BRK/B BERKSHIRE HATHAWAY INC-CL B 1.2%
Value ($000) $5,735 Shares 27,566 Est. Cost $113.24 Unrealized +81.9%
META FACEBOOK INC-A 1.1%
Value ($000) $5,526 Shares 31,032 Est. Cost $60.05 Unrealized +214.3%
MRK MERCK & CO INC 1.1%
Value ($000) $5,235 Shares 62,179 Est. Cost $32.70 Unrealized +100.2%
SYK STRYKER CORPORATION 1.1%
Value ($000) $5,173 Shares 23,918 Est. Cost $111.54 Unrealized +79.5%
ICE INTERCONTINENTAL EXCHANGE GROU 1.0%
Value ($000) $4,755 Shares 51,529 Est. Cost $51.86 Unrealized +62.1%
PFE PFIZER INC 1.0%
Value ($000) $4,731 Shares 131,649 Est. Cost $17.49 Unrealized +54.5%
AMGN AMGEN INC 1.0%
Value ($000) $4,590 Shares 23,723 Est. Cost $87.42 Unrealized +80.8%
CRM SALESFORCE.COM 0.9%
Value ($000) $4,531 Shares 30,522 Est. Cost $47.81 Unrealized +214.1%
BAC BANK OF AMERICA CORP 0.9%
Value ($000) $4,524 Shares 155,082 Est. Cost $14.32 Unrealized +71.5%
NYF ISHARES NEW YORK MUNI BOND ETF 0.9%
Value ($000) $4,454 Shares 77,845 Est. Cost $77.86 Unrealized
DIS DISNEY WALT CO NEW 0.9%
Value ($000) $4,377 Shares 33,583 Est. Cost $71.75 Unrealized +87.1%
HON HONEYWELL INTERNATIONAL INC 0.9%
Value ($000) $4,328 Shares 25,579 Est. Cost $55.03 Unrealized +153.2%
ADBE ADOBE INC 0.9%
Value ($000) $4,213 Shares 15,249 Est. Cost $240.08 Unrealized +21.6%
PYPL PAYPAL HOLDINGS INC 0.9%
Value ($000) $4,153 Shares 40,088 Est. Cost $42.24 Unrealized +160.2%
CVX CHEVRON CORPORATION 0.9%
Value ($000) $4,150 Shares 34,988 Est. Cost $68.98 Unrealized +32.7%
XOM EXXONMOBIL CORP 0.9%
Value ($000) $4,142 Shares 58,663 Est. Cost $53.98 Unrealized -0.4%
TMO THERMO FISHER SCIENTIFIC INC 0.8%
Value ($000) $4,083 Shares 14,017 Est. Cost $198.20 Unrealized +42.1%
BLACKROCK INC CL A 0.8%
Value ($000) $3,887 Shares 8,722 Est. Cost $346.11 Unrealized
WMT WALMART INC 0.8%
Value ($000) $3,697 Shares 31,160 Est. Cost $20.83 Unrealized +65.4%
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $3,619 Shares 16,652 Est. Cost $72.36 Unrealized +200.1%
VZ VERIZON COMMUNICATIONS 0.7%
Value ($000) $3,473 Shares 57,534 Est. Cost $31.19 Unrealized +29.7%
PSX PHILLIPS 66 0.7%
Value ($000) $3,329 Shares 32,514 Est. Cost $48.57 Unrealized +59.1%
CSCO CISCO SYSTEMS INC 0.6%
Value ($000) $3,105 Shares 62,846 Est. Cost $35.43 Unrealized +20.8%
ORCL ORACLE CORPORATION 0.6%
Value ($000) $3,097 Shares 56,262 Est. Cost $29.61 Unrealized +70.1%
UNITED TECHNOLOGIES CORP 0.6%
Value ($000) $3,078 Shares 22,544 Est. Cost $102.50 Unrealized
MAS MASCO CORP 0.6%
Value ($000) $3,071 Shares 73,676 Est. Cost $16.72 Unrealized +115.8%
DPZ DOMINOS PIZZA INC 0.6%
Value ($000) $3,057 Shares 12,500 Est. Cost $109.44 Unrealized +109.7%
COST COSTCO WHOLESALE CORP 0.6%
Value ($000) $2,976 Shares 10,326 Est. Cost $120.75 Unrealized +112.3%
UNP UNION PAC CORP 0.6%
Value ($000) $2,886 Shares 17,810 Est. Cost $85.32 Unrealized +70.9%
INTC INTEL CORP 0.6%
Value ($000) $2,846 Shares 55,227 Est. Cost $19.51 Unrealized +120.5%
TJX TJX COS INC 0.5%
Value ($000) $2,613 Shares 46,876 Est. Cost $40.18 Unrealized +24.7%
MS MORGAN STANLEY 0.5%
Value ($000) $2,569 Shares 60,224 Est. Cost $20.97 Unrealized +67.0%
SBUX STARBUCKS CORP 0.5%
Value ($000) $2,454 Shares 27,758 Est. Cost $37.40 Unrealized +115.6%
ABT ABBOTT LABS 0.5%
Value ($000) $2,193 Shares 26,208 Est. Cost $42.55 Unrealized +78.8%
IGSB ISHARES SHORT-TERM CORP BOND E 0.4%
Value ($000) $2,103 Shares 39,194 Est. Cost $78.72 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR 0.4%
Value ($000) $2,092 Shares 25,980 Est. Cost $44.46 Unrealized
LUV SOUTHWEST AIRLINES CO 0.4%
Value ($000) $2,085 Shares 38,612 Est. Cost $25.60 Unrealized +88.4%
NKE NIKE INC-CLASS B 0.4%
Value ($000) $2,049 Shares 21,818 Est. Cost $57.03 Unrealized +38.1%
GOOG ALPHABET INC CL C 0.4%
Value ($000) $1,993 Shares 1,635 Est. Cost $43.50 Unrealized +35.0%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $1,966 Shares 8,436 Est. Cost $20.67 Unrealized +123.7%
ECL ECOLAB INC 0.4%
Value ($000) $1,955 Shares 9,878 Est. Cost $103.56 Unrealized +80.7%
MCD MCDONALDS CORP 0.4%
Value ($000) $1,949 Shares 9,076 Est. Cost $98.60 Unrealized +87.4%
KO COCA COLA CO 0.4%
Value ($000) $1,928 Shares 35,410 Est. Cost $29.50 Unrealized +49.0%
USB US BANCORP NEW 0.4%
Value ($000) $1,883 Shares 34,020 Est. Cost $26.19 Unrealized +57.1%
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $1,860 Shares 3,382 Est. Cost $103.36 Unrealized +55.6%
BA BOEING CO 0.4%
Value ($000) $1,846 Shares 4,854 Est. Cost $245.99 Unrealized +43.2%
MDT MEDTRONIC PLC 0.4%
Value ($000) $1,834 Shares 16,884 Est. Cost $70.47 Unrealized +24.2%
FDX FEDEX CORPORATION 0.4%
Value ($000) $1,688 Shares 11,596 Est. Cost $110.79 Unrealized +29.3%
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $1,685 Shares 33,226 Est. Cost $34.62 Unrealized +6.2%
STZ CONSTELLATION BRANDS INC 0.3%
Value ($000) $1,679 Shares 8,104 Est. Cost $149.46 Unrealized +21.0%
VMC VULCAN MATERIALS CO 0.3%
Value ($000) $1,638 Shares 10,832 Est. Cost $79.36 Unrealized +68.4%
COF CAPITAL ONE FINANCIAL CORP 0.3%
Value ($000) $1,523 Shares 16,738 Est. Cost $58.54 Unrealized +37.7%
DLTR DOLLAR TREE INC 0.3%
Value ($000) $1,506 Shares 13,190 Est. Cost $70.12 Unrealized +49.2%
PAYX PAYCHEX INC 0.3%
Value ($000) $1,493 Shares 18,039 Est. Cost $41.46 Unrealized +66.8%
UPS UNITED PARCEL SERVICE CL B 0.3%
Value ($000) $1,453 Shares 12,132 Est. Cost $56.96 Unrealized +56.1%
IBM INTL. BUSINESS MACHINES CORP 0.3%
Value ($000) $1,433 Shares 9,851 Est. Cost $118.94 Unrealized -13.8%
VLO VALERO ENERGY CORP 0.3%
Value ($000) $1,427 Shares 16,739 Est. Cost $64.21 Unrealized -2.7%
MA MASTERCARD INC CL A 0.3%
Value ($000) $1,404 Shares 5,172 Est. Cost $145.82 Unrealized +82.5%
CELGENE CORP 0.3%
Value ($000) $1,390 Shares 13,997 Est. Cost $104.74 Unrealized
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $1,375 Shares 7,526 Est. Cost $144.17 Unrealized +11.3%
XLV HEALTH CARE SELECT SECTOR SPDR 0.3%
Value ($000) $1,343 Shares 14,907 Est. Cost $65.12 Unrealized
QCOM QUALCOMM INC 0.3%
Value ($000) $1,297 Shares 17,007 Est. Cost $61.48 Unrealized +5.7%
SPYV SPDR PORTFOLIO S&P 500 VALUE E 0.3%
Value ($000) $1,290 Shares 40,355 Est. Cost $30.33 Unrealized
LOW LOWES COS INC 0.3%
Value ($000) $1,286 Shares 11,698 Est. Cost $64.05 Unrealized +46.8%
BKNG BOOKING HOLDINGS INC 0.3%
Value ($000) $1,205 Shares 614 Est. Cost $1933.58 Unrealized -1.5%
XLF FINANCIAL SELECT SECTOR SPDR F 0.2%
Value ($000) $1,180 Shares 42,123 Est. Cost $21.92 Unrealized
MMM 3M CO 0.2%
Value ($000) $1,174 Shares 7,136 Est. Cost $90.07 Unrealized +22.8%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $1,160 Shares 2,974 Est. Cost $255.04 Unrealized +24.1%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $1,138 Shares 5,489 Est. Cost $128.73 Unrealized +39.5%
XLB MATERIALS SELECT SECTOR SPDR F 0.2%
Value ($000) $1,084 Shares 18,628 Est. Cost $50.68 Unrealized
XLY CONS DISC SELECT SECTOR SPDR F 0.2%
Value ($000) $1,060 Shares 8,774 Est. Cost $72.89 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.2%
Value ($000) $1,025 Shares 6,350 Est. Cost $45.09 Unrealized +219.3%
T AT&T INC 0.2%
Value ($000) $985 Shares 26,057 Est. Cost $13.71 Unrealized +24.0%
MNST MONSTER BEVERAGE CORP 0.2%
Value ($000) $973 Shares 16,756 Est. Cost $23.00 Unrealized +31.7%
IFF INTERNATIONAL FLAVORS & FRAGRA 0.2%
Value ($000) $968 Shares 7,891 Est. Cost $73.35 Unrealized +46.4%
DHR DANAHER CORP 0.2%
Value ($000) $948 Shares 6,562 Est. Cost $69.41 Unrealized +75.4%
ACTIVISION BLIZZARD INC 0.2%
Value ($000) $927 Shares 17,520 Est. Cost $42.95 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $924 Shares 12,572 Est. Cost $44.38 Unrealized +40.9%
IWR ISHARES RUSSELL MIDCAP ETF 0.2%
Value ($000) $921 Shares 16,459 Est. Cost $83.45 Unrealized
TROW T ROWE PRICE GROUP INC 0.2%
Value ($000) $864 Shares 7,556 Est. Cost $48.87 Unrealized +75.5%
SYY SYSCO CORP 0.2%
Value ($000) $855 Shares 10,771 Est. Cost $59.12 Unrealized +4.5%
CMI CUMMINS INC 0.2%
Value ($000) $843 Shares 5,182 Est. Cost $107.58 Unrealized +26.5%
XLI INDUSTRIAL SELECT SECTOR SPDR 0.2%
Value ($000) $829 Shares 10,688 Est. Cost $53.99 Unrealized
TWITTER INC 0.2%
Value ($000) $825 Shares 20,035 Est. Cost $32.59 Unrealized
MAR MARRIOTT INTERNATIONAL INC 0.2%
Value ($000) $817 Shares 6,561 Est. Cost $74.58 Unrealized +69.9%
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $809 Shares 6,265 Est. Cost $81.59 Unrealized +26.1%
MUB ISHARES NATIONAL MUNI BOND ETF 0.2%
Value ($000) $789 Shares 6,919 Est. Cost $111.23 Unrealized
D DOMINION ENERGY INC 0.2%
Value ($000) $782 Shares 9,641 Est. Cost $44.24 Unrealized +32.0%
ABBV ABBVIE INC 0.1%
Value ($000) $717 Shares 9,471 Est. Cost $56.51 Unrealized -6.9%
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $704 Shares 3,175 Est. Cost $141.68 Unrealized +35.9%
RAYTHEON COMPANY 0.1%
Value ($000) $691 Shares 3,519 Est. Cost $188.33 Unrealized
XLC COMM. SERV. SELECT SECTOR SPDR 0.1%
Value ($000) $681 Shares 13,759 Est. Cost $49.22 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.1%
Value ($000) $674 Shares 8,873 Est. Cost $49.98 Unrealized +13.5%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $625 Shares 9,856 Est. Cost $51.90 Unrealized -1.8%
XLU UTILITIES SELECT SECTOR SPDR F 0.1%
Value ($000) $606 Shares 9,358 Est. Cost $48.56 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $598 Shares 5,345 Est. Cost $61.52 Unrealized +67.0%
XLP CONS STAPLES SELECT SECT SPDR 0.1%
Value ($000) $591 Shares 9,608 Est. Cost $50.55 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $578 Shares 4,895 Est. Cost $60.10 Unrealized +87.3%
WFC WELLS FARGO & CO 0.1%
Value ($000) $572 Shares 11,346 Est. Cost $30.85 Unrealized +29.0%
EMR EMERSON ELEC CO 0.1%
Value ($000) $556 Shares 8,323 Est. Cost $40.39 Unrealized +34.6%
GIS GENERAL MLS INC 0.1%
Value ($000) $546 Shares 9,896 Est. Cost $36.68 Unrealized +18.3%
CHKP CHECK POINT SOFTWARE TECH LTD 0.1%
Value ($000) $527 Shares 4,806 Est. Cost $82.01 Unrealized +36.0%
FISV FISERV INC 0.1%
Value ($000) $503 Shares 4,855 Est. Cost $51.40 Unrealized +98.6%
COP CONOCOPHILLIPS 0.1%
Value ($000) $461 Shares 8,084 Est. Cost $41.79 Unrealized +8.4%
EOG EOG RES INC 0.1%
Value ($000) $443 Shares 5,960 Est. Cost $69.91 Unrealized -12.0%
AWK AMERICAN WATER WORKS CO INC 0.1%
Value ($000) $429 Shares 3,454 Est. Cost $95.81 Unrealized +11.7%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $425 Shares 4,433 Est. Cost $60.20 Unrealized +17.2%
YUM YUM! BRANDS INC 0.1%
Value ($000) $410 Shares 3,620 Est. Cost $88.33 Unrealized +14.9%
NVDA NVIDIA CORP 0.1%
Value ($000) $398 Shares 2,287 Est. Cost $4.39 Unrealized -4.7%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $398 Shares 4,432 Est. Cost $41.66 Unrealized +57.8%
CAT CATERPILLAR INC 0.1%
Value ($000) $397 Shares 3,145 Est. Cost $98.62 Unrealized +12.6%
MO ALTRIA GROUP INC 0.1%
Value ($000) $388 Shares 9,492 Est. Cost $17.77 Unrealized +55.4%
FTV FORTIVE CORP 0.1%
Value ($000) $386 Shares 5,627 Est. Cost $46.11 Unrealized -2.7%
LNT ALLIANT CORP 0.1%
Value ($000) $383 Shares 7,100 Est. Cost $36.74 Unrealized +14.5%
SPG SIMON PROPERTY GROUP INC REIT 0.1%
Value ($000) $373 Shares 2,395 Est. Cost $109.85 Unrealized -0.8%
ZTS ZOETIS INC 0.1%
Value ($000) $361 Shares 2,900 Est. Cost $79.99 Unrealized +43.2%
VOT VANGUARD MID-CAP GROWTH ETF 0.1%
Value ($000) $352 Shares 2,375 Est. Cost $130.01 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $343 Shares 5,437 Est. Cost $50.89 Unrealized -4.9%
SO SOUTHERN COMPANY 0.1%
Value ($000) $340 Shares 5,501 Est. Cost $36.52 Unrealized +24.0%
AMT AMERICAN TOWER CORP REIT 0.1%
Value ($000) $337 Shares 1,522 Est. Cost $150.75 Unrealized +21.6%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $333 Shares 2,237 Est. Cost $128.18 Unrealized +1.1%
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $331 Shares 5,589 Est. Cost $74.02 Unrealized
BAX BAXTER INTL INC 0.1%
Value ($000) $327 Shares 3,740 Est. Cost $33.28 Unrealized +126.9%
SPYG SPDR PORTFOLIO S&P 500 GROWTH 0.1%
Value ($000) $319 Shares 8,192 Est. Cost $53.21 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $315 Shares 2,644 Est. Cost $108.91 Unrealized
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $310 Shares 6,985 Est. Cost $54.83 Unrealized -23.9%
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $304 Shares 2,222 Est. Cost $74.99 Unrealized +63.5%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $301 Shares 1,986 Est. Cost $154.85 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $298 Shares 4,174 Est. Cost $27.24 Unrealized -4.9%
CERNER CORP 0.1%
Value ($000) $294 Shares 4,316 Est. Cost $60.32 Unrealized
EQR EQUITY RESIDENTIAL REIT 0.1%
Value ($000) $289 Shares 3,350 Est. Cost $56.29 Unrealized +13.7%
GENERAL ELECTRIC CORP 0.1%
Value ($000) $283 Shares 31,700 Est. Cost $22.33 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $270 Shares 5,955 Est. Cost $21.40 Unrealized +72.9%
SHY ISHARES BARCLAYS 1-3 YEAR TR E 0.1%
Value ($000) $265 Shares 3,126 Est. Cost $84.41 Unrealized
CMCSA COMCAST CORP-CL A 0.1%
Value ($000) $248 Shares 5,505 Est. Cost $29.04 Unrealized +29.1%
WMB WILLIAMS COS INC 0.1%
Value ($000) $242 Shares 10,023 Est. Cost $18.05 Unrealized -2.3%
TGT TARGET CORP 0.0%
Value ($000) $240 Shares 2,247 Est. Cost $60.02 Unrealized +33.9%
JACOBS ENGINEERING GROUP INC 0.0%
Value ($000) $240 Shares 2,615 Est. Cost $55.65 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $236 Shares 1,408 Est. Cost $154.39 Unrealized
TD TORONTO DOMINION BANK 0.0%
Value ($000) $234 Shares 4,016 Est. Cost $44.25 Unrealized +28.5%
INTU INTUIT INC 0.0%
Value ($000) $215 Shares 810 Est. Cost $89.42 Unrealized +195.2%
ALLERGAN PLC 0.0%
Value ($000) $205 Shares 1,215 Est. Cost $285.14 Unrealized
DOW DOW INC 0.0%
Value ($000) $202 Shares 4,255 Est. Cost $36.37 Unrealized -10.0%
MDYG SPDR S&P 400 MID CAP GROWTH ET 0.0%
Value ($000) $201 Shares 3,750 Est. Cost $73.52 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $194 Shares 1,080 Est. Cost $58.02 Unrealized +178.4%
BB&T CORPORATION 0.0%
Value ($000) $186 Shares 3,490 Est. Cost $38.12 Unrealized
SRE SEMPRA ENERGY 0.0%
Value ($000) $186 Shares 1,260 Est. Cost $35.20 Unrealized +61.5%
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $186 Shares 1,200 Est. Cost $78.49 Unrealized +65.9%
AAXJ ISHARES MSCI ALL COUNTRY ASIA 0.0%
Value ($000) $184 Shares 2,776 Est. Cost $67.83 Unrealized
AIG AMERICAN INTERNATIONAL GROUP 0.0%
Value ($000) $156 Shares 2,800 Est. Cost $40.92 Unrealized +14.3%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $150 Shares 1,960 Est. Cost $79.19 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ET 0.0%
Value ($000) $149 Shares 775 Est. Cost $190.32 Unrealized
BDX BECTON DICKINSON 0.0%
Value ($000) $148 Shares 585 Est. Cost $139.72 Unrealized +60.0%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $139 Shares 4,058 Est. Cost $56.01 Unrealized -44.7%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $136 Shares 2,725 Est. Cost $14.73 Unrealized +207.8%
CLX CLOROX COMPANY 0.0%
Value ($000) $135 Shares 892 Est. Cost $76.94 Unrealized +70.1%
FNF FNF GROUP 0.0%
Value ($000) $133 Shares 3,000 Est. Cost $12.73 Unrealized +146.1%
XTL SPDR S&P TELECOM ETF 0.0%
Value ($000) $133 Shares 1,983 Est. Cost $69.81 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $122 Shares 575 Est. Cost $129.45 Unrealized +26.9%
ALL ALLSTATE CORP 0.0%
Value ($000) $120 Shares 1,106 Est. Cost $66.31 Unrealized +35.2%
ETN EATON CORP PLC 0.0%
Value ($000) $117 Shares 1,404 Est. Cost $53.06 Unrealized +35.9%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $115 Shares 730 Est. Cost $65.28 Unrealized +99.4%
AVB AVALONBAY COMMUNITIES INC REIT 0.0%
Value ($000) $114 Shares 530 Est. Cost $158.45 Unrealized +5.5%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $113 Shares 720 Est. Cost $56.57 Unrealized +25.4%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $109 Shares 1,275 Est. Cost $63.14 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $108 Shares 200 Est. Cost $177.57 Unrealized -2.6%
MET METLIFE INC 0.0%
Value ($000) $108 Shares 2,299 Est. Cost $30.67 Unrealized +25.5%
DE DEERE & CO 0.0%
Value ($000) $99 Shares 585 Est. Cost $77.00 Unrealized +89.6%
EXC EXELON CORP 0.0%
Value ($000) $97 Shares 2,000 Est. Cost $27.93 Unrealized -4.1%
BXP BOSTON PROPERTIES INC REIT 0.0%
Value ($000) $97 Shares 750 Est. Cost $97.54 Unrealized -2.6%
STT STATE STREET CORP 0.0%
Value ($000) $96 Shares 1,611 Est. Cost $70.72 Unrealized -36.4%
KELLOGG CO 0.0%
Value ($000) $96 Shares 1,495 Est. Cost $39.09 Unrealized +16.0%
HE HAWAIIAN ELECTRIC INDUSTRIES I 0.0%
Value ($000) $94 Shares 2,070 Est. Cost $35.18 Unrealized +26.4%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $93 Shares 2,216 Est. Cost $28.58 Unrealized +2.7%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $92 Shares 1,950 Est. Cost $32.88 Unrealized +16.1%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $92 Shares 556 Est. Cost $161.87 Unrealized
F FORD MOTOR CO DEL 0.0%
Value ($000) $85 Shares 9,300 Est. Cost $7.14 Unrealized -2.6%
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.0%
Value ($000) $83 Shares 1,885 Est. Cost $45.86 Unrealized
BP BP PLC SPONS ADR 0.0%
Value ($000) $81 Shares 2,122 Est. Cost $36.92 Unrealized
DUNKIN BRANDS GROUP INC 0.0%
Value ($000) $74 Shares 930 Est. Cost $66.56 Unrealized
WY WEYERHAEUSER CO REIT 0.0%
Value ($000) $72 Shares 2,591 Est. Cost $24.87 Unrealized -17.5%
EEM ISHARES MSCI EMERGING MKT ETF 0.0%
Value ($000) $71 Shares 1,735 Est. Cost $37.70 Unrealized
KAI KADANT INC 0.0%
Value ($000) $71 Shares 809 Est. Cost $25.19 Unrealized +227.3%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $70 Shares 739 Est. Cost $40.43 Unrealized +74.4%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $70 Shares 650 Est. Cost $46.22 Unrealized +95.9%
CTVA CORTEVA INC 0.0%
Value ($000) $67 Shares 2,382 Est. Cost $25.02 Unrealized +6.6%
PKG PACKAGING CORP OF AMERICA 0.0%
Value ($000) $66 Shares 625 Est. Cost $34.65 Unrealized +140.7%
BLACK KNIGHT INC 0.0%
Value ($000) $56 Shares 918 Est. Cost $44.66 Unrealized
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $56 Shares 476 Est. Cost $88.53 Unrealized +15.0%
KKR KKR & CO INC CL A 0.0%
Value ($000) $56 Shares 2,100 Est. Cost $21.08 Unrealized +17.1%
DTE DTE ENERGY CO 0.0%
Value ($000) $55 Shares 415 Est. Cost $40.31 Unrealized +120.7%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $54 Shares 320 Est. Cost $130.09 Unrealized +36.0%
LINDE PLC 0.0%
Value ($000) $53 Shares 275 Est. Cost $156.36 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $52 Shares 1,200 Est. Cost $28.49 Unrealized +57.3%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $52 Shares 555 Est. Cost $39.90 Unrealized +81.6%
GWW GRAINGER W W INC 0.0%
Value ($000) $51 Shares 170 Est. Cost $219.67 Unrealized +16.8%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $51 Shares 550 Est. Cost $19.24 Unrealized +108.9%
ACN ACCENTURE PLC CL A 0.0%
Value ($000) $50 Shares 260 Est. Cost $110.92 Unrealized +59.1%
BX BLACKSTONE GROUP INC CL A 0.0%
Value ($000) $49 Shares 1,008 Est. Cost $39.22 Unrealized 0.0%
AQUA AMERICA INC 0.0%
Value ($000) $49 Shares 1,082 Est. Cost $29.37 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $47 Shares 173 Est. Cost $248.55 Unrealized
ANTARES PHARMA INC 0.0%
Value ($000) $47 Shares 14,000 Est. Cost $3.36 Unrealized
ENB ENBRIDGE INCORPORATED 0.0%
Value ($000) $46 Shares 1,300 Est. Cost $23.49 Unrealized -3.6%
ROST ROSS STORES INC 0.0%
Value ($000) $46 Shares 420 Est. Cost $43.44 Unrealized +128.0%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $46 Shares 828 Est. Cost $35.10 Unrealized +33.0%
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $45 Shares 1,070 Est. Cost $48.39 Unrealized -23.7%
KIE SPDR S&P INSURANCE ETF 0.0%
Value ($000) $44 Shares 1,260 Est. Cost $41.27 Unrealized
PNC PNC FINANCIAL SERVICES GROUP I 0.0%
Value ($000) $43 Shares 309 Est. Cost $117.06 Unrealized -8.0%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $43 Shares 385 Est. Cost $53.31 Unrealized +89.2%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $43 Shares 120 Est. Cost $147.28 Unrealized +137.4%
TSLA TESLA INC 0.0%
Value ($000) $42 Shares 173 Est. Cost $15.07 Unrealized +3.9%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $41 Shares 1,000 Est. Cost $38.20 Unrealized +10.9%
AAL AMERICAN AIRLINES GROUP INC 0.0%
Value ($000) $40 Shares 1,488 Est. Cost $43.10 Unrealized -32.7%
FE FIRSTENERGY CORP 0.0%
Value ($000) $39 Shares 801 Est. Cost $23.22 Unrealized +50.0%
DISCOVER FINL SVCS 0.0%
Value ($000) $38 Shares 466 Est. Cost $71.80 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $38 Shares 400 Est. Cost $44.82 Unrealized +64.0%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $38 Shares 270 Est. Cost $72.04 Unrealized +52.3%
GLW CORNING INC 0.0%
Value ($000) $37 Shares 1,300 Est. Cost $20.45 Unrealized +22.2%
C CITIGROUP INC 0.0%
Value ($000) $35 Shares 500 Est. Cost $53.53 Unrealized +1.2%
INGERSOLL-RAND PLC 0.0%
Value ($000) $35 Shares 286 Est. Cost $106.75 Unrealized
ASH ASHLAND GLOBAL HOLDINGS INC 0.0%
Value ($000) $35 Shares 460 Est. Cost $63.18 Unrealized +7.5%
IAT ISHARES US REGIONAL BANKS ETF 0.0%
Value ($000) $34 Shares 735 Est. Cost $35.37 Unrealized
DLR DIGITAL REALTY TRUST INC REIT 0.0%
Value ($000) $33 Shares 255 Est. Cost $50.41 Unrealized +93.4%
VIACOM INC-B 0.0%
Value ($000) $31 Shares 1,302 Est. Cost $70.66 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $31 Shares 88 Est. Cost $244.26 Unrealized
RIO RIO TINTO PLC SPONS ADR 0.0%
Value ($000) $29 Shares 550 Est. Cost $61.82 Unrealized
GABELLI DIVIDEND & INCOME TRUS 0.0%
Value ($000) $29 Shares 1,350 Est. Cost $19.26 Unrealized
ALEXION PHARMACEUTICALS INC 0.0%
Value ($000) $29 Shares 300 Est. Cost $138.51 Unrealized
BBH VANECK VECTORS BIOTECH ETF 0.0%
Value ($000) $29 Shares 250 Est. Cost $104.00 Unrealized
ITA ISHARES U.S. AEROSPACE & DEF 0.0%
Value ($000) $27 Shares 120 Est. Cost $188.57 Unrealized
CNNE CANNAE HOLDINGS INC 0.0%
Value ($000) $27 Shares 998 Est. Cost $16.42 Unrealized +65.1%
PATTERN ENERGY GROUP INC 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $22.00 Unrealized
IDU ISHARES US UTILITIES ETF 0.0%
Value ($000) $26 Shares 160 Est. Cost $134.38 Unrealized
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $26 Shares 350 Est. Cost $38.77 Unrealized +39.8%
TMP TOMPKINS FINANCIAL CORPORATION 0.0%
Value ($000) $24 Shares 300 Est. Cost $31.71 Unrealized +100.8%
NOC NORTHROP GRUMMAN CORPORATION 0.0%
Value ($000) $24 Shares 65 Est. Cost $155.35 Unrealized +105.1%
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $23 Shares 500 Est. Cost $26.68 Unrealized +67.4%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $23 Shares 125 Est. Cost $142.37 Unrealized +8.9%
UAA UNDER ARMOUR INC-CLASS A 0.0%
Value ($000) $22 Shares 1,092 Est. Cost $24.29 Unrealized -9.2%
AOS SMITH A O CORPORATION 0.0%
Value ($000) $21 Shares 450 Est. Cost $30.80 Unrealized +33.5%
NBTB NBT BANCORP INC COM 0.0%
Value ($000) $21 Shares 565 Est. Cost $26.95 Unrealized +35.9%
GPC GENUINE PARTS CO 0.0%
Value ($000) $21 Shares 210 Est. Cost $69.27 Unrealized +15.2%
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $19 Shares 122 Est. Cost $76.16 Unrealized +74.3%
XYZ SQUARE INC CL A 0.0%
Value ($000) $19 Shares 300 Est. Cost $70.61 Unrealized -3.8%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $18 Shares 281 Est. Cost $63.43 Unrealized
JKHY JACK HENRY & ASSOC INC 0.0%
Value ($000) $18 Shares 120 Est. Cost $50.60 Unrealized +159.4%
HAL HALLIBURTON CO 0.0%
Value ($000) $16 Shares 830 Est. Cost $36.28 Unrealized -49.7%
EBAY EBAY INC 0.0%
Value ($000) $16 Shares 400 Est. Cost $20.07 Unrealized +79.4%
FDS FACTSET RESEARCH SYSTEM INC 0.0%
Value ($000) $15 Shares 60 Est. Cost $109.64 Unrealized +137.9%
HUM HUMANA INC 0.0%
Value ($000) $15 Shares 60 Est. Cost $228.34 Unrealized +16.1%
LEXINGTON REALTY TRUST REIT 0.0%
Value ($000) $15 Shares 1,500 Est. Cost $9.33 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $15 Shares 100 Est. Cost $149.48 Unrealized +4.1%
WORLD WRESTLING ENTERTAINMENT 0.0%
Value ($000) $14 Shares 200 Est. Cost $95.00 Unrealized
GLD SPDR GOLD TRUST 0.0%
Value ($000) $14 Shares 100 Est. Cost $124.87 Unrealized
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $14 Shares 125 Est. Cost $75.76 Unrealized +49.4%
VVV VALVOLINE INC 0.0%
Value ($000) $14 Shares 625 Est. Cost $23.79 Unrealized -9.8%
KEY KEYCORP 0.0%
Value ($000) $14 Shares 812 Est. Cost $9.16 Unrealized +38.5%
CONNECTICUT WATER SVC INC 0.0%
Value ($000) $14 Shares 200 Est. Cost $44.81 Unrealized
CSX CSX CORP 0.0%
Value ($000) $12 Shares 180 Est. Cost $8.57 Unrealized +149.2%
TIP ISHARES BARCLAYS TIPS BOND ETF 0.0%
Value ($000) $12 Shares 100 Est. Cost $112.50 Unrealized
TWO HARBORS INVESTMENT CORP RE 0.0%
Value ($000) $12 Shares 936 Est. Cost $12.82 Unrealized
MDU MDU RESOURCES GROUP INC 0.0%
Value ($000) $11 Shares 400 Est. Cost $5.79 Unrealized +45.8%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $11 Shares 36 Est. Cost $13.42 Unrealized +155.1%
SPOT SPOTIFY TECHNOLOGY SA 0.0%
Value ($000) $11 Shares 100 Est. Cost $159.90 Unrealized -11.7%
ROKU ROKU INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $122.30 Unrealized 0.0%
MPC MARATHON PETROLEUM CORPORATION 0.0%
Value ($000) $10 Shares 160 Est. Cost $45.68 Unrealized -5.7%
NTCT NETSCOUT SYSTEMS INC 0.0%
Value ($000) $9 Shares 398 Est. Cost $37.86 Unrealized -36.9%
LYB LYONDELLBASELL INDUSTRIES NV 0.0%
Value ($000) $9 Shares 100 Est. Cost $63.47 Unrealized -15.4%
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value ($000) $8 Shares 100 Est. Cost $64.42 Unrealized +25.0%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $8 Shares 200 Est. Cost $31.54 Unrealized +4.8%
RY ROYAL BANK OF CANADA 0.0%
Value ($000) $8 Shares 100 Est. Cost $73.00 Unrealized +6.9%
CMS CMS ENERGY CORP 0.0%
Value ($000) $8 Shares 121 Est. Cost $39.25 Unrealized +28.2%
CI CIGNA CORP 0.0%
Value ($000) $7 Shares 44 Est. Cost $190.77 Unrealized -22.0%
XYL XYLEM INC 0.0%
Value ($000) $6 Shares 73 Est. Cost $72.80 Unrealized 0.0%
THOMSON REUTERS CORP 0.0%
Value ($000) $6 Shares 90 Est. Cost $47.12 Unrealized
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $6 Shares 171 Est. Cost $35.09 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $74.40 Unrealized
BZUN BAOZUN INC SPONS ADR 0.0%
Value ($000) $5 Shares 126 Est. Cost $31.75 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $5 Shares 300 Est. Cost $15.56 Unrealized
IIPR INNOVATIVE INDUSTRIAL PROP CL 0.0%
Value ($000) $5 Shares 50 Est. Cost $40.00 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $5 Shares 20 Est. Cost $24.86 Unrealized +118.7%
MDRX ALLSCRIPTS HEALTHCARE SOLUTION 0.0%
Value ($000) $5 Shares 500 Est. Cost $14.08 Unrealized -27.1%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $5 Shares 55 Est. Cost $80.02 Unrealized +14.2%
HST HOST HOTELS & RESORTS, INC REI 0.0%
Value ($000) $4 Shares 260 Est. Cost $10.87 Unrealized +24.5%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $4 Shares 12 Est. Cost $333.33 Unrealized
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $4 Shares 236 Est. Cost $20.78 Unrealized -15.0%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $4 Shares 34 Est. Cost $78.27 Unrealized +34.3%
KSS KOHLS CORP 0.0%
Value ($000) $4 Shares 75 Est. Cost $46.24 Unrealized +6.1%
WESTROCK CO 0.0%
Value ($000) $4 Shares 99 Est. Cost $52.94 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $3 Shares 264 Est. Cost $23.08 Unrealized
HRL HORMEL FOODS CORP 0.0%
Value ($000) $3 Shares 80 Est. Cost $26.65 Unrealized +32.5%
J. ALEXANDER S HOLDINGS INC 0.0%
Value ($000) $2 Shares 172 Est. Cost $11.63 Unrealized
CANOPY GROWTH CORP 0.0%
Value ($000) $2 Shares 83 Est. Cost $24.10 Unrealized
CRON CRONOS GROUP INC 0.0%
Value ($000) $2 Shares 242 Est. Cost $9.63 Unrealized +32.7%
ALTABA INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $70.00 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $2 Shares 35 Est. Cost $35.61 Unrealized +28.6%
XLRE REAL ESTATE SELECT SECTOR SPDR 0.0%
Value ($000) $2 Shares 59 Est. Cost $31.35 Unrealized
NGG NATIONAL GRID PLC SPONS ADR 0.0%
Value ($000) $2 Shares 28 Est. Cost $71.43 Unrealized
GW PHARMACEUTICALS PLC SPONS A 0.0%
Value ($000) $2 Shares 20 Est. Cost $100.00 Unrealized
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $1 Shares 28 Est. Cost $31.33 Unrealized 0.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $1 Shares 33 Est. Cost $58.63 Unrealized -63.9%
KMI KINDER MORGAN INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $23.18 Unrealized -39.3%
GRUBHUB INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $38.37 Unrealized
CNDT CONDUENT INC 0.0%
Value ($000) $0 Shares 22 Est. Cost $7.74 Unrealized 0.0%
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $0 Shares 1 Est. Cost $37.40 Unrealized -47.3%
SRLN SPDR BLACKSTONE/GSO SEN LOAN 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $21.21 Unrealized -20.9%
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $15.85 Unrealized -22.4%