Arrow Financial Corp Diversified Active

CIK: 0000717538 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 6, 2020

Total Value ($000): $472,979 (100.0% shares, 0.0% debt)

Holdings (303)

AROW ARROW FINANCIAL CORPORATION 7.4%
Value ($000) $34,849 Shares 1,388,984 Est. Cost $14.32 Unrealized +51.7%
VCSH VANGUARD SHORT TERM CORP BOND 6.1%
Value ($000) $29,037 Shares 350,480 Est. Cost $81.19 Unrealized
AAPL APPLE INC 4.7%
Value ($000) $22,107 Shares 190,894 Est. Cost $81.92 Unrealized +29.4%
MSFT MICROSOFT CORP 4.1%
Value ($000) $19,617 Shares 93,274 Est. Cost $32.59 Unrealized +516.0%
AMZN AMAZON.COM INC 3.7%
Value ($000) $17,564 Shares 5,578 Est. Cost $14.65 Unrealized +975.8%
AGG ISHARES CORE US AGGREGATE BOND 3.5%
Value ($000) $16,389 Shares 138,823 Est. Cost $108.95 Unrealized
GOOGL ALPHABET INC CL A 2.6%
Value ($000) $12,364 Shares 8,436 Est. Cost $37.43 Unrealized +102.0%
V VISA INC CL A 2.5%
Value ($000) $12,005 Shares 60,036 Est. Cost $56.53 Unrealized +240.0%
IJH ISHARES CORE S&P MID-CAP ETF 2.4%
Value ($000) $11,233 Shares 60,617 Est. Cost $182.65 Unrealized
NFLX NETFLIX INC 1.9%
Value ($000) $9,222 Shares 18,443 Est. Cost $10.89 Unrealized +357.0%
SPY SPDR S&P 500 ETF TRUST 1.8%
Value ($000) $8,663 Shares 25,868 Est. Cost $207.60 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 1.8%
Value ($000) $8,635 Shares 122,954 Est. Cost $80.20 Unrealized
ADBE ADOBE INC 1.7%
Value ($000) $7,854 Shares 16,015 Est. Cost $245.06 Unrealized +89.8%
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $7,832 Shares 52,615 Est. Cost $63.17 Unrealized +101.1%
HD HOME DEPOT INC 1.6%
Value ($000) $7,520 Shares 27,080 Est. Cost $88.54 Unrealized +168.4%
PYPL PAYPAL HOLDINGS INC 1.5%
Value ($000) $7,073 Shares 35,900 Est. Cost $42.24 Unrealized +344.8%
CRM SALESFORCE.COM 1.5%
Value ($000) $6,934 Shares 27,592 Est. Cost $47.81 Unrealized +352.4%
PG PROCTER & GAMBLE CO 1.4%
Value ($000) $6,584 Shares 47,370 Est. Cost $58.53 Unrealized +98.8%
JPM JP MORGAN CHASE & CO 1.4%
Value ($000) $6,510 Shares 67,630 Est. Cost $42.75 Unrealized +99.9%
TMO THERMO FISHER SCIENTIFIC INC 1.3%
Value ($000) $5,941 Shares 13,453 Est. Cost $201.62 Unrealized +102.1%
AMGN AMGEN INC 1.2%
Value ($000) $5,599 Shares 22,030 Est. Cost $87.42 Unrealized +139.7%
ICE INTERCONTINENTAL EXCHANGE GROU 1.2%
Value ($000) $5,533 Shares 55,311 Est. Cost $55.02 Unrealized +67.2%
PEP PEPSICO INC 1.1%
Value ($000) $5,230 Shares 37,733 Est. Cost $56.13 Unrealized +105.2%
SYK STRYKER CORPORATION 1.1%
Value ($000) $5,157 Shares 24,753 Est. Cost $115.63 Unrealized +58.8%
BRK/B BERKSHIRE HATHAWAY INC-CL B 1.1%
Value ($000) $5,126 Shares 24,071 Est. Cost $113.24 Unrealized +80.6%
UNH UNITEDHEALTH GROUP INC 1.1%
Value ($000) $5,091 Shares 16,331 Est. Cost $76.51 Unrealized +267.5%
META FACEBOOK INC-A 1.1%
Value ($000) $5,076 Shares 19,378 Est. Cost $60.05 Unrealized +326.5%
BLACKROCK INC CL A 1.1%
Value ($000) $5,012 Shares 8,895 Est. Cost $352.49 Unrealized
MRK MERCK & CO INC 1.0%
Value ($000) $4,874 Shares 58,760 Est. Cost $32.70 Unrealized +101.6%
PFE PFIZER INC 1.0%
Value ($000) $4,735 Shares 129,023 Est. Cost $17.58 Unrealized +54.2%
WMT WALMART INC 0.9%
Value ($000) $4,445 Shares 31,770 Est. Cost $21.35 Unrealized +93.5%
NYF ISHARES NEW YORK MUNI BOND ETF 0.9%
Value ($000) $4,355 Shares 75,820 Est. Cost $76.91 Unrealized
DIS DISNEY WALT CO NEW 0.9%
Value ($000) $4,255 Shares 34,287 Est. Cost $75.02 Unrealized +62.8%
HON HONEYWELL INTERNATIONAL INC 0.9%
Value ($000) $4,129 Shares 25,081 Est. Cost $55.92 Unrealized +138.2%
BAC BANK OF AMERICA CORP 0.9%
Value ($000) $4,032 Shares 167,334 Est. Cost $15.14 Unrealized +44.1%
COST COSTCO WHOLESALE CORP 0.8%
Value ($000) $3,890 Shares 10,957 Est. Cost $133.62 Unrealized +131.3%
ORCL ORACLE CORPORATION 0.8%
Value ($000) $3,879 Shares 64,979 Est. Cost $33.87 Unrealized +55.7%
MAS MASCO CORP 0.8%
Value ($000) $3,751 Shares 68,042 Est. Cost $16.72 Unrealized +205.1%
INTC INTEL CORP 0.8%
Value ($000) $3,676 Shares 71,006 Est. Cost $29.65 Unrealized +56.9%
VZ VERIZON COMMUNICATIONS 0.7%
Value ($000) $3,250 Shares 54,623 Est. Cost $31.49 Unrealized +35.2%
UNP UNION PAC CORP 0.7%
Value ($000) $3,193 Shares 16,218 Est. Cost $86.07 Unrealized +91.5%
IGSB ISHARES SHORT-TERM CORP BOND E 0.7%
Value ($000) $3,101 Shares 56,482 Est. Cost $70.59 Unrealized
DPZ DOMINOS PIZZA INC 0.6%
Value ($000) $2,977 Shares 7,000 Est. Cost $109.44 Unrealized +240.3%
CSCO CISCO SYSTEMS INC 0.6%
Value ($000) $2,824 Shares 71,685 Est. Cost $35.84 Unrealized +3.4%
ABT ABBOTT LABS 0.6%
Value ($000) $2,782 Shares 25,563 Est. Cost $48.80 Unrealized +89.2%
QCOM QUALCOMM INC 0.6%
Value ($000) $2,742 Shares 23,302 Est. Cost $64.38 Unrealized +47.8%
TJX TJX COS INC 0.6%
Value ($000) $2,724 Shares 48,949 Est. Cost $40.53 Unrealized +23.5%
NKE NIKE INC-CLASS B 0.6%
Value ($000) $2,659 Shares 21,181 Est. Cost $58.65 Unrealized +69.9%
BMY BRISTOL MYERS SQUIBB CO 0.6%
Value ($000) $2,607 Shares 43,247 Est. Cost $37.22 Unrealized +30.5%
MS MORGAN STANLEY 0.5%
Value ($000) $2,528 Shares 52,281 Est. Cost $20.97 Unrealized +102.8%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.5%
Value ($000) $2,404 Shares 20,596 Est. Cost $44.46 Unrealized
SBUX STARBUCKS CORP 0.5%
Value ($000) $2,360 Shares 27,470 Est. Cost $37.98 Unrealized +86.4%
FDX FEDEX CORPORATION 0.5%
Value ($000) $2,305 Shares 9,167 Est. Cost $110.79 Unrealized +63.3%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $2,194 Shares 7,902 Est. Cost $25.52 Unrealized +136.2%
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $2,079 Shares 2,985 Est. Cost $103.36 Unrealized +101.5%
MA MASTERCARD INC CL A 0.4%
Value ($000) $2,045 Shares 6,048 Est. Cost $166.51 Unrealized +89.6%
GOOG ALPHABET INC CL C 0.4%
Value ($000) $1,990 Shares 1,354 Est. Cost $43.50 Unrealized +74.1%
CVX CHEVRON CORPORATION 0.4%
Value ($000) $1,958 Shares 27,185 Est. Cost $68.98 Unrealized -3.6%
UPS UNITED PARCEL SERVICE CL B 0.4%
Value ($000) $1,948 Shares 11,688 Est. Cost $56.96 Unrealized +106.0%
LOW LOWES COS INC 0.4%
Value ($000) $1,812 Shares 10,925 Est. Cost $66.43 Unrealized +110.5%
SYY SYSCO CORP 0.4%
Value ($000) $1,714 Shares 27,541 Est. Cost $64.01 Unrealized -21.2%
PSX PHILLIPS 66 0.4%
Value ($000) $1,710 Shares 32,982 Est. Cost $49.38 Unrealized -0.6%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,685 Shares 49,049 Est. Cost $53.77 Unrealized -39.9%
ECL ECOLAB INC 0.4%
Value ($000) $1,676 Shares 8,386 Est. Cost $103.56 Unrealized +82.0%
KO COCA COLA CO 0.3%
Value ($000) $1,594 Shares 32,291 Est. Cost $29.78 Unrealized +37.0%
PAYX PAYCHEX INC 0.3%
Value ($000) $1,553 Shares 19,479 Est. Cost $45.56 Unrealized +41.7%
STZ CONSTELLATION BRANDS INC 0.3%
Value ($000) $1,536 Shares 8,104 Est. Cost $151.29 Unrealized +10.4%
MCD MCDONALDS CORP 0.3%
Value ($000) $1,480 Shares 6,743 Est. Cost $98.60 Unrealized +84.0%
MDT MEDTRONIC PLC 0.3%
Value ($000) $1,450 Shares 13,950 Est. Cost $70.47 Unrealized +22.4%
XLB MATERIALS SELECT SECTOR SPDR F 0.3%
Value ($000) $1,442 Shares 22,653 Est. Cost $52.30 Unrealized
ACTIVISION BLIZZARD INC 0.3%
Value ($000) $1,428 Shares 17,635 Est. Cost $42.95 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $1,393 Shares 3,635 Est. Cost $268.21 Unrealized +22.7%
XLV HEALTH CARE SELECT SECTOR SPDR 0.3%
Value ($000) $1,388 Shares 13,162 Est. Cost $65.12 Unrealized
TXN TEXAS INSTRUMENTS INC 0.3%
Value ($000) $1,377 Shares 9,643 Est. Cost $89.35 Unrealized +30.8%
DHR DANAHER CORP 0.3%
Value ($000) $1,371 Shares 6,362 Est. Cost $69.41 Unrealized +150.3%
VMC VULCAN MATERIALS CO 0.3%
Value ($000) $1,361 Shares 10,044 Est. Cost $79.36 Unrealized +51.5%
DLTR DOLLAR TREE INC 0.3%
Value ($000) $1,312 Shares 14,364 Est. Cost $72.14 Unrealized +30.4%
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $1,223 Shares 8,834 Est. Cost $144.70 Unrealized -9.4%
XLY CONS DISC SELECT SECTOR SPDR F 0.3%
Value ($000) $1,209 Shares 8,229 Est. Cost $72.89 Unrealized
CMI CUMMINS INC 0.2%
Value ($000) $1,170 Shares 5,546 Est. Cost $110.96 Unrealized +57.6%
MNST MONSTER BEVERAGE CORP 0.2%
Value ($000) $1,161 Shares 14,475 Est. Cost $23.00 Unrealized +71.7%
D DOMINION ENERGY INC 0.2%
Value ($000) $1,092 Shares 13,834 Est. Cost $50.89 Unrealized +21.9%
USB US BANCORP NEW 0.2%
Value ($000) $1,050 Shares 29,286 Est. Cost $26.19 Unrealized +10.5%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $1,030 Shares 5,122 Est. Cost $128.73 Unrealized +39.0%
T AT&T INC 0.2%
Value ($000) $1,017 Shares 35,642 Est. Cost $14.71 Unrealized +5.7%
IBM INTL. BUSINESS MACHINES CORP 0.2%
Value ($000) $998 Shares 8,200 Est. Cost $118.94 Unrealized -21.1%
MUB ISHARES NATIONAL MUNI BOND ETF 0.2%
Value ($000) $953 Shares 8,219 Est. Cost $111.65 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR F 0.2%
Value ($000) $933 Shares 38,738 Est. Cost $21.92 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.2%
Value ($000) $893 Shares 2,999 Est. Cost $141.68 Unrealized +77.7%
TWITTER INC 0.2%
Value ($000) $891 Shares 20,015 Est. Cost $32.59 Unrealized
ISHARES IBONDS DEC 2021 TERM C 0.2%
Value ($000) $854 Shares 34,084 Est. Cost $24.98 Unrealized
SO SOUTHERN COMPANY 0.2%
Value ($000) $830 Shares 15,296 Est. Cost $41.80 Unrealized +4.2%
AMT AMERICAN TOWER CORP REIT 0.2%
Value ($000) $830 Shares 3,435 Est. Cost $170.77 Unrealized +26.9%
PSA PUBLIC STORAGE INC REIT 0.2%
Value ($000) $824 Shares 3,700 Est. Cost $170.95 Unrealized -5.1%
NVDA NVIDIA CORP 0.2%
Value ($000) $822 Shares 1,520 Est. Cost $4.39 Unrealized +164.3%
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $804 Shares 13,960 Est. Cost $54.61 Unrealized -1.7%
ISHARES IBONDS DEC 2022 TERM C 0.2%
Value ($000) $787 Shares 30,714 Est. Cost $25.43 Unrealized
IFF INTERNATIONAL FLAVORS & FRAGRA 0.2%
Value ($000) $785 Shares 6,410 Est. Cost $73.35 Unrealized +46.5%
VLO VALERO ENERGY CORP 0.2%
Value ($000) $778 Shares 17,981 Est. Cost $64.70 Unrealized -34.1%
MMM 3M CO 0.2%
Value ($000) $772 Shares 4,820 Est. Cost $90.07 Unrealized +22.5%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $771 Shares 10,004 Est. Cost $44.38 Unrealized +51.7%
AWK AMERICAN WATER WORKS CO INC 0.2%
Value ($000) $757 Shares 5,226 Est. Cost $100.63 Unrealized +27.0%
XLI INDUSTRIAL SELECT SECTOR SPDR 0.2%
Value ($000) $757 Shares 9,824 Est. Cost $53.99 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $749 Shares 8,556 Est. Cost $57.56 Unrealized +32.6%
ADP AUTOMATIC DATA PROCESSING INC 0.2%
Value ($000) $733 Shares 5,250 Est. Cost $45.09 Unrealized +177.2%
XLC COMM. SERV. SELECT SECTOR SPDR 0.2%
Value ($000) $724 Shares 12,191 Est. Cost $49.22 Unrealized
XLU UTILITIES SELECT SECTOR SPDR F 0.1%
Value ($000) $706 Shares 11,901 Est. Cost $51.33 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $702 Shares 11,109 Est. Cost $51.84 Unrealized +8.3%
SPYV SPDR PORTFOLIO S&P 500 VALUE E 0.1%
Value ($000) $638 Shares 21,124 Est. Cost $30.33 Unrealized
ISHARES IBONDS DEC 2023 TERM C 0.1%
Value ($000) $608 Shares 23,162 Est. Cost $26.03 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.1%
Value ($000) $601 Shares 8,355 Est. Cost $58.54 Unrealized +4.2%
TROW T ROWE PRICE GROUP INC 0.1%
Value ($000) $587 Shares 4,579 Est. Cost $48.87 Unrealized +114.8%
XLP CONS STAPLES SELECT SECT SPDR 0.1%
Value ($000) $586 Shares 9,150 Est. Cost $50.55 Unrealized
YUM YUM! BRANDS INC 0.1%
Value ($000) $547 Shares 5,987 Est. Cost $87.34 Unrealized -4.6%
ARE ALEXANDRIA REAL ESTATE EQUITIE 0.1%
Value ($000) $505 Shares 3,155 Est. Cost $124.61 Unrealized +7.7%
IBDU ISHARES IBONDS DEC 2029 TERM 0.1%
Value ($000) $486 Shares 17,961 Est. Cost $25.43 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $468 Shares 3,165 Est. Cost $61.52 Unrealized +137.0%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $434 Shares 7,555 Est. Cost $83.45 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.1%
Value ($000) $426 Shares 5,681 Est. Cost $49.98 Unrealized +17.8%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $418 Shares 4,170 Est. Cost $60.10 Unrealized +52.9%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $418 Shares 3,865 Est. Cost $121.20 Unrealized -15.5%
CAT CATERPILLAR INC 0.1%
Value ($000) $416 Shares 2,785 Est. Cost $98.62 Unrealized +28.6%
ISHARES IBONDS DEC 2024 TERM 0.1%
Value ($000) $395 Shares 14,923 Est. Cost $26.18 Unrealized
ISHARES IBONDS DEC 2025 TERM C 0.1%
Value ($000) $374 Shares 13,795 Est. Cost $26.69 Unrealized
IBDT ISHARES IBONDS DEC 2028 ETF 0.1%
Value ($000) $364 Shares 12,493 Est. Cost $27.95 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $358 Shares 4,536 Est. Cost $88.06 Unrealized
DUK DUKE ENERGY CORP 0.1%
Value ($000) $351 Shares 3,970 Est. Cost $60.20 Unrealized +10.8%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $349 Shares 204 Est. Cost $1933.58 Unrealized -10.6%
COP CONOCOPHILLIPS 0.1%
Value ($000) $344 Shares 10,474 Est. Cost $40.65 Unrealized -23.2%
TGT TARGET CORP 0.1%
Value ($000) $333 Shares 2,116 Est. Cost $60.02 Unrealized +97.7%
SPYG SPDR PORTFOLIO S&P 500 GROWTH 0.1%
Value ($000) $333 Shares 6,652 Est. Cost $53.21 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $318 Shares 4,845 Est. Cost $40.39 Unrealized +45.5%
GIS GENERAL MLS INC 0.1%
Value ($000) $313 Shares 5,077 Est. Cost $36.68 Unrealized +42.1%
IBDS ISHRS IBNDS DEC 27 CORP ETF 0.1%
Value ($000) $302 Shares 11,105 Est. Cost $26.16 Unrealized
FISV FISERV INC 0.1%
Value ($000) $301 Shares 2,925 Est. Cost $51.40 Unrealized +93.8%
WMB WILLIAMS COS INC 0.1%
Value ($000) $301 Shares 15,343 Est. Cost $17.12 Unrealized -10.1%
IBDR ISHARES IBONDS DEC 2026 TERM 0.1%
Value ($000) $294 Shares 10,967 Est. Cost $25.82 Unrealized
BXP BOSTON PROPERTIES INC REIT 0.1%
Value ($000) $281 Shares 3,500 Est. Cost $97.58 Unrealized -32.1%
SHY ISHARES BARCLAYS 1-3 YEAR TR E 0.1%
Value ($000) $270 Shares 3,126 Est. Cost $84.41 Unrealized
INTU INTUIT INC 0.1%
Value ($000) $264 Shares 810 Est. Cost $89.42 Unrealized +238.4%
MO ALTRIA GROUP INC 0.1%
Value ($000) $260 Shares 6,731 Est. Cost $17.77 Unrealized +53.0%
CARR CARRIER GLOBAL CORP 0.1%
Value ($000) $254 Shares 8,342 Est. Cost $17.13 Unrealized +53.9%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $228 Shares 3,641 Est. Cost $47.48 Unrealized +18.9%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $223 Shares 1,640 Est. Cost $74.99 Unrealized +66.7%
TSLA TESLA INC 0.0%
Value ($000) $221 Shares 515 Est. Cost $86.47 Unrealized +36.5%
MDYG SPDR S&P 400 MID CAP GROWTH ET 0.0%
Value ($000) $215 Shares 3,750 Est. Cost $73.52 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $204 Shares 955 Est. Cost $58.02 Unrealized +210.1%
WFC WELLS FARGO & CO 0.0%
Value ($000) $196 Shares 8,310 Est. Cost $30.85 Unrealized -29.2%
BAX BAXTER INTL INC 0.0%
Value ($000) $188 Shares 2,330 Est. Cost $33.28 Unrealized +126.0%
TD TORONTO DOMINION BANK 0.0%
Value ($000) $183 Shares 3,974 Est. Cost $44.25 Unrealized +5.2%
JACOBS ENGINEERING GROUP INC 0.0%
Value ($000) $179 Shares 1,927 Est. Cost $55.65 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $176 Shares 2,306 Est. Cost $46.11 Unrealized -3.3%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $171 Shares 1,540 Est. Cost $79.19 Unrealized
CLX CLOROX COMPANY 0.0%
Value ($000) $170 Shares 807 Est. Cost $82.44 Unrealized +129.2%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $168 Shares 5,622 Est. Cost $71.31 Unrealized
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $165 Shares 1,150 Est. Cost $78.49 Unrealized +59.1%
GENERAL ELECTRIC CORP 0.0%
Value ($000) $161 Shares 25,777 Est. Cost $22.33 Unrealized
CMCSA COMCAST CORP-CL A 0.0%
Value ($000) $156 Shares 3,378 Est. Cost $29.17 Unrealized +29.0%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $150 Shares 2,525 Est. Cost $14.73 Unrealized +299.7%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $141 Shares 730 Est. Cost $65.28 Unrealized +156.3%
DE DEERE & CO 0.0%
Value ($000) $137 Shares 620 Est. Cost $89.18 Unrealized +101.6%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $127 Shares 556 Est. Cost $161.87 Unrealized
AAXJ ISHARES MSCI ALL COUNTRY ASIA 0.0%
Value ($000) $115 Shares 1,478 Est. Cost $67.83 Unrealized
GLW CORNING INC 0.0%
Value ($000) $113 Shares 3,484 Est. Cost $21.48 Unrealized +24.1%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $112 Shares 579 Est. Cost $56.57 Unrealized +55.0%
CHKP CHECK POINT SOFTWARE TECH LTD 0.0%
Value ($000) $109 Shares 905 Est. Cost $82.01 Unrealized +48.8%
EOG EOG RES INC 0.0%
Value ($000) $107 Shares 2,992 Est. Cost $69.91 Unrealized -50.1%
PENN PENN NATIONAL GAMING INC 0.0%
Value ($000) $103 Shares 1,416 Est. Cost $22.90 Unrealized +114.2%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $100 Shares 2,905 Est. Cost $21.40 Unrealized +45.7%
GLD SPDR GOLD TRUST 0.0%
Value ($000) $96 Shares 540 Est. Cost $167.98 Unrealized
KAI KADANT INC 0.0%
Value ($000) $89 Shares 809 Est. Cost $25.19 Unrealized +337.4%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $86 Shares 315 Est. Cost $134.54 Unrealized +105.1%
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $86 Shares 2,267 Est. Cost $40.89 Unrealized -28.2%
BDX BECTON DICKINSON 0.0%
Value ($000) $85 Shares 365 Est. Cost $139.72 Unrealized +61.3%
ETN EATON CORP PLC 0.0%
Value ($000) $82 Shares 804 Est. Cost $53.06 Unrealized +68.1%
BA BOEING CO 0.0%
Value ($000) $81 Shares 490 Est. Cost $248.54 Unrealized -31.4%
KELLOGG CO 0.0%
Value ($000) $81 Shares 1,255 Est. Cost $39.09 Unrealized +33.8%
XTL SPDR S&P TELECOM ETF 0.0%
Value ($000) $79 Shares 1,160 Est. Cost $69.81 Unrealized
SMH VANECK VECTORS SEMICONDUCTOR E 0.0%
Value ($000) $75 Shares 432 Est. Cost $118.06 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $74 Shares 1,345 Est. Cost $27.24 Unrealized -22.6%
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $73 Shares 790 Est. Cost $74.58 Unrealized +22.0%
HE HAWAIIAN ELECTRIC INDUSTRIES I 0.0%
Value ($000) $69 Shares 2,070 Est. Cost $35.18 Unrealized -0.3%
PKG PACKAGING CORP OF AMERICA 0.0%
Value ($000) $68 Shares 625 Est. Cost $34.65 Unrealized +150.8%
F FORD MOTOR CO DEL 0.0%
Value ($000) $67 Shares 10,050 Est. Cost $6.99 Unrealized -26.5%
DOW DOW INC 0.0%
Value ($000) $66 Shares 1,402 Est. Cost $36.37 Unrealized -7.9%
LINDE PLC 0.0%
Value ($000) $65 Shares 275 Est. Cost $156.36 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $63 Shares 378 Est. Cost $135.79 Unrealized +0.3%
DUNKIN BRANDS GROUP INC 0.0%
Value ($000) $62 Shares 755 Est. Cost $66.56 Unrealized
CERNER CORP 0.0%
Value ($000) $60 Shares 828 Est. Cost $60.32 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $57 Shares 500 Est. Cost $46.22 Unrealized +130.6%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $57 Shares 550 Est. Cost $19.24 Unrealized +143.4%
KKR KKR & CO INC CL A 0.0%
Value ($000) $57 Shares 1,670 Est. Cost $21.08 Unrealized +57.9%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $57 Shares 739 Est. Cost $40.43 Unrealized +50.3%
BX BLACKSTONE GROUP INC CL A 0.0%
Value ($000) $53 Shares 1,008 Est. Cost $39.22 Unrealized +13.5%
ACN ACCENTURE PLC CL A 0.0%
Value ($000) $51 Shares 225 Est. Cost $110.92 Unrealized +91.4%
GWW GRAINGER W W INC 0.0%
Value ($000) $50 Shares 140 Est. Cost $219.67 Unrealized +47.6%
CVS CVS HEALTH CORP 0.0%
Value ($000) $49 Shares 834 Est. Cost $50.89 Unrealized +2.9%
WTRG ESSENTIAL UTILITIES INC 0.0%
Value ($000) $44 Shares 1,082 Est. Cost $47.18 Unrealized -9.0%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $42 Shares 728 Est. Cost $35.10 Unrealized +38.4%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $42 Shares 438 Est. Cost $47.83 Unrealized +63.3%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $41 Shares 105 Est. Cost $147.28 Unrealized +173.4%
BBH VANECK VECTORS BIOTECH ETF 0.0%
Value ($000) $41 Shares 250 Est. Cost $104.00 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $40 Shares 633 Est. Cost $41.66 Unrealized +21.0%
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $40 Shares 1,076 Est. Cost $25.60 Unrealized +29.1%
ANTARES PHARMA INC 0.0%
Value ($000) $38 Shares 14,000 Est. Cost $3.36 Unrealized
ENB ENBRIDGE INCORPORATED 0.0%
Value ($000) $38 Shares 1,300 Est. Cost $23.49 Unrealized -6.4%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $37 Shares 36 Est. Cost $13.42 Unrealized +640.6%
BP BP PLC SPONS ADR 0.0%
Value ($000) $37 Shares 2,122 Est. Cost $36.92 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $37 Shares 617 Est. Cost $70.72 Unrealized -22.9%
MET METLIFE INC 0.0%
Value ($000) $37 Shares 994 Est. Cost $30.67 Unrealized +4.4%
EEM ISHARES MSCI EMERGING MKT ETF 0.0%
Value ($000) $36 Shares 819 Est. Cost $37.70 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $36 Shares 435 Est. Cost $63.14 Unrealized +10.6%
KIE SPDR S&P INSURANCE ETF 0.0%
Value ($000) $35 Shares 1,260 Est. Cost $41.27 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $34 Shares 2,171 Est. Cost $56.01 Unrealized -70.5%
DTE DTE ENERGY CO 0.0%
Value ($000) $33 Shares 285 Est. Cost $40.31 Unrealized +102.3%
RIO RIO TINTO PLC SPONS ADR 0.0%
Value ($000) $33 Shares 550 Est. Cost $61.82 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $32 Shares 220 Est. Cost $72.04 Unrealized +71.4%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $32 Shares 105 Est. Cost $248.55 Unrealized
SRE SEMPRA ENERGY 0.0%
Value ($000) $31 Shares 260 Est. Cost $35.20 Unrealized +46.6%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $30 Shares 88 Est. Cost $244.26 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $30 Shares 795 Est. Cost $38.20 Unrealized +0.9%
GM GENERAL MOTORS CO 0.0%
Value ($000) $30 Shares 1,000 Est. Cost $29.19 Unrealized -7.1%
ROST ROSS STORES INC 0.0%
Value ($000) $28 Shares 300 Est. Cost $43.44 Unrealized +95.4%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $28 Shares 340 Est. Cost $40.50 Unrealized +67.4%
GABELLI DIVIDEND & INCOME TRUS 0.0%
Value ($000) $27 Shares 1,485 Est. Cost $19.53 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $27 Shares 235 Est. Cost $53.31 Unrealized +99.7%
ALEXION PHARMACEUTICALS INC 0.0%
Value ($000) $27 Shares 240 Est. Cost $138.51 Unrealized
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $26 Shares 500 Est. Cost $26.68 Unrealized +98.3%
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $26 Shares 122 Est. Cost $76.16 Unrealized +139.0%
TIP ISHARES BARCLAYS TIPS BOND ETF 0.0%
Value ($000) $25 Shares 196 Est. Cost $119.87 Unrealized
KBWD INVESCO KBW HIGH DIVIDEND YIEL 0.0%
Value ($000) $24 Shares 1,780 Est. Cost $10.67 Unrealized
NOC NORTHROP GRUMMAN CORPORATION 0.0%
Value ($000) $24 Shares 77 Est. Cost $177.59 Unrealized +67.8%
IAT ISHARES US REGIONAL BANKS ETF 0.0%
Value ($000) $24 Shares 735 Est. Cost $35.37 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $23 Shares 801 Est. Cost $23.22 Unrealized +7.8%
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $23 Shares 625 Est. Cost $48.39 Unrealized -33.0%
VIACOMCBS INC CL B 0.0%
Value ($000) $22 Shares 776 Est. Cost $42.53 Unrealized
ASH ASHLAND GLOBAL HOLDINGS INC 0.0%
Value ($000) $21 Shares 291 Est. Cost $63.18 Unrealized +6.5%
AOS SMITH A O CORPORATION 0.0%
Value ($000) $21 Shares 390 Est. Cost $30.80 Unrealized +47.2%
EBAY EBAY INC 0.0%
Value ($000) $21 Shares 400 Est. Cost $20.07 Unrealized +150.2%
FDS FACTSET RESEARCH SYSTEM INC 0.0%
Value ($000) $20 Shares 60 Est. Cost $109.64 Unrealized +199.5%
ISHARES IBONDS DEC 2020 TERM 0.0%
Value ($000) $20 Shares 791 Est. Cost $25.29 Unrealized
JKHY JACK HENRY & ASSOC INC 0.0%
Value ($000) $20 Shares 120 Est. Cost $50.60 Unrealized +221.1%
GPC GENUINE PARTS CO 0.0%
Value ($000) $20 Shares 210 Est. Cost $69.27 Unrealized +15.5%
VIRGIN GALACTIC HOLDINGS INC 0.0%
Value ($000) $20 Shares 1,057 Est. Cost $16.08 Unrealized
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $19 Shares 95 Est. Cost $142.37 Unrealized +28.4%
ROKU ROKU INC 0.0%
Value ($000) $19 Shares 100 Est. Cost $122.30 Unrealized +29.3%
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $18 Shares 350 Est. Cost $38.77 Unrealized +7.6%
NBTB NBT BANCORP INC COM 0.0%
Value ($000) $18 Shares 665 Est. Cost $28.41 Unrealized +4.4%
ADSK AUTODESK INC 0.0%
Value ($000) $18 Shares 80 Est. Cost $149.48 Unrealized +59.0%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $18 Shares 400 Est. Cost $32.88 Unrealized +35.7%
SPG SIMON PROPERTY GROUP INC REIT 0.0%
Value ($000) $17 Shares 270 Est. Cost $109.85 Unrealized -55.9%
LEXINGTON REALTY TRUST REIT 0.0%
Value ($000) $16 Shares 1,500 Est. Cost $9.33 Unrealized
QQQ INVESCO QQQ TRUST SERIES 1 0.0%
Value ($000) $15 Shares 55 Est. Cost $187.50 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $15 Shares 235 Est. Cost $63.37 Unrealized
AIG AMERICAN INTERNATIONAL GROUP 0.0%
Value ($000) $14 Shares 520 Est. Cost $40.92 Unrealized -36.2%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $14 Shares 115 Est. Cost $93.73 Unrealized +11.7%
TMP TOMPKINS FINANCIAL CORPORATION 0.0%
Value ($000) $14 Shares 240 Est. Cost $31.71 Unrealized +64.1%
MDU MDU RESOURCES GROUP INC 0.0%
Value ($000) $14 Shares 600 Est. Cost $6.20 Unrealized +18.1%
CSX CSX CORP 0.0%
Value ($000) $12 Shares 150 Est. Cost $8.57 Unrealized +167.8%
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $12 Shares 100 Est. Cost $88.53 Unrealized +18.9%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $12 Shares 1,191 Est. Cost $54.83 Unrealized -75.8%
EXEL EXELIXIS INC 0.0%
Value ($000) $12 Shares 510 Est. Cost $23.18 Unrealized +0.7%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $11 Shares 94 Est. Cost $92.99 Unrealized +9.0%
CCL CARNIVAL CORP 0.0%
Value ($000) $11 Shares 700 Est. Cost $28.49 Unrealized -45.8%
KEY KEYCORP 0.0%
Value ($000) $10 Shares 812 Est. Cost $9.16 Unrealized +2.5%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $9 Shares 200 Est. Cost $31.54 Unrealized +19.3%
JD JD.COM INC CL A SPONS ADR 0.0%
Value ($000) $8 Shares 99 Est. Cost $40.40 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $8 Shares 300 Est. Cost $15.56 Unrealized
VVV VALVOLINE INC 0.0%
Value ($000) $8 Shares 425 Est. Cost $23.79 Unrealized -13.2%
CMS CMS ENERGY CORP 0.0%
Value ($000) $7 Shares 121 Est. Cost $39.25 Unrealized +32.6%
CI CIGNA CORP 0.0%
Value ($000) $7 Shares 44 Est. Cost $190.77 Unrealized -15.6%
THOMSON REUTERS CORP 0.0%
Value ($000) $7 Shares 90 Est. Cost $47.12 Unrealized
RY ROYAL BANK OF CANADA 0.0%
Value ($000) $7 Shares 100 Est. Cost $73.00 Unrealized -1.5%
US CONCRETE INC 0.0%
Value ($000) $7 Shares 250 Est. Cost $28.00 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $7 Shares 580 Est. Cost $36.28 Unrealized -63.7%
IR INGERSOLL-RAND INC 0.0%
Value ($000) $7 Shares 189 Est. Cost $31.60 Unrealized +5.4%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $7 Shares 171 Est. Cost $35.09 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $7 Shares 15 Est. Cost $24.86 Unrealized +259.2%
XYL XYLEM INC 0.0%
Value ($000) $6 Shares 73 Est. Cost $72.80 Unrealized +0.4%
BBY BEST BUY CO INC 0.0%
Value ($000) $6 Shares 50 Est. Cost $60.29 Unrealized +35.7%
TWO HARBORS INVESTMENT CORP RE 0.0%
Value ($000) $5 Shares 936 Est. Cost $12.82 Unrealized
CCI CROWN CASTLE INTL CORP REIT 0.0%
Value ($000) $5 Shares 29 Est. Cost $114.89 Unrealized +12.3%
MPC MARATHON PETROLEUM CORPORATION 0.0%
Value ($000) $5 Shares 160 Est. Cost $45.68 Unrealized -34.0%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $4 Shares 22 Est. Cost $181.82 Unrealized
NGG NATIONAL GRID PLC SPONS ADR 0.0%
Value ($000) $4 Shares 58 Est. Cost $70.15 Unrealized
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) $3 Shares 236 Est. Cost $20.78 Unrealized -31.1%
INFINERA CORP 0.0%
Value ($000) $3 Shares 500 Est. Cost $6.00 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $3 Shares 25 Est. Cost $80.02 Unrealized +65.6%
NUE NUCOR CORP 0.0%
Value ($000) $2 Shares 35 Est. Cost $35.61 Unrealized +13.2%
XLRE REAL ESTATE SELECT SECTOR SPDR 0.0%
Value ($000) $2 Shares 59 Est. Cost $31.35 Unrealized
NEW YORK CITY REIT 0.0%
Value ($000) $2 Shares 181 Est. Cost $11.05 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $2 Shares 33 Est. Cost $21.15 Unrealized +35.2%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $2 Shares 83 Est. Cost $35.77 Unrealized -27.6%
BROOKFIELD PROPERTY PARTNERS L 0.0%
Value ($000) $2 Shares 125 Est. Cost $8.89 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $23.18 Unrealized -56.3%
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $1 Shares 28 Est. Cost $31.33 Unrealized -44.1%
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
CNDT CONDUENT INC 0.0%
Value ($000) $0 Shares 22 Est. Cost $7.74 Unrealized -61.7%
VOD VODAFONE GROUP SPONS ADR 0.0%
Value ($000) $0 Shares 18 Est. Cost Unrealized
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $21.21 Unrealized -40.3%
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $0 Shares 1 Est. Cost $37.40 Unrealized -74.9%
OXY/WS OCCIDENTAL PETROLEUM - WTS 8 0.0%
Value ($000) $0 Shares 17 Est. Cost Unrealized