Arrow Financial Corp Diversified Active

CIK: 0000717538 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 8, 2021

Total Value ($000): $514,362 (100.0% shares, 0.0% debt)

Holdings (312)

AROW ARROW FINANCIAL CORPORATION 8.0%
Value ($000) $41,259 Shares 1,379,455 Est. Cost $14.32 Unrealized +59.8%
VCSH VANGUARD SHORT TERM CORP BOND 6.1%
Value ($000) $31,521 Shares 378,633 Est. Cost $81.34 Unrealized
AAPL APPLE INC 4.5%
Value ($000) $23,323 Shares 175,764 Est. Cost $81.92 Unrealized +42.8%
MSFT MICROSOFT CORP 3.9%
Value ($000) $20,023 Shares 90,024 Est. Cost $32.59 Unrealized +532.2%
AMZN AMAZON.COM INC 3.4%
Value ($000) $17,269 Shares 5,302 Est. Cost $14.65 Unrealized +988.9%
AGG ISHARES CORE US AGGREGATE BOND 3.1%
Value ($000) $16,027 Shares 135,609 Est. Cost $108.95 Unrealized
GOOGL ALPHABET INC CL A 2.7%
Value ($000) $14,011 Shares 7,994 Est. Cost $37.43 Unrealized +123.1%
IJH ISHARES CORE S&P MID-CAP ETF 2.7%
Value ($000) $13,885 Shares 60,415 Est. Cost $182.65 Unrealized
V VISA INC CL A 2.5%
Value ($000) $13,074 Shares 59,770 Est. Cost $56.53 Unrealized +248.9%
IJR ISHARES CORE S&P SMALL-CAP ETF 2.1%
Value ($000) $10,944 Shares 119,094 Est. Cost $80.20 Unrealized
NFLX NETFLIX INC 1.9%
Value ($000) $9,813 Shares 18,148 Est. Cost $10.89 Unrealized +365.5%
SPY SPDR S&P 500 ETF TRUST 1.9%
Value ($000) $9,654 Shares 25,820 Est. Cost $207.60 Unrealized
JPM JP MORGAN CHASE & CO 1.6%
Value ($000) $8,393 Shares 66,061 Est. Cost $42.75 Unrealized +129.6%
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $8,184 Shares 51,995 Est. Cost $63.17 Unrealized +101.9%
PYPL PAYPAL HOLDINGS INC 1.6%
Value ($000) $8,036 Shares 34,316 Est. Cost $42.24 Unrealized +389.4%
ADBE ADOBE INC 1.5%
Value ($000) $7,967 Shares 15,930 Est. Cost $245.06 Unrealized +97.1%
HD HOME DEPOT INC 1.4%
Value ($000) $7,266 Shares 27,354 Est. Cost $90.08 Unrealized +169.2%
PG PROCTER & GAMBLE CO 1.3%
Value ($000) $6,599 Shares 47,424 Est. Cost $58.53 Unrealized +110.4%
ICE INTERCONTINENTAL EXCHANGE GROU 1.2%
Value ($000) $6,156 Shares 53,401 Est. Cost $55.02 Unrealized +76.5%
DIS DISNEY WALT CO NEW 1.2%
Value ($000) $6,125 Shares 33,808 Est. Cost $75.02 Unrealized +86.9%
BLACKROCK INC CL A 1.2%
Value ($000) $6,119 Shares 8,481 Est. Cost $352.49 Unrealized
CRM SALESFORCE.COM 1.2%
Value ($000) $6,097 Shares 27,400 Est. Cost $47.81 Unrealized +402.6%
SYK STRYKER CORPORATION 1.2%
Value ($000) $5,958 Shares 24,314 Est. Cost $115.63 Unrealized +85.6%
UNH UNITEDHEALTH GROUP INC 1.1%
Value ($000) $5,842 Shares 16,657 Est. Cost $81.05 Unrealized +280.3%
TMO THERMO FISHER SCIENTIFIC INC 1.1%
Value ($000) $5,840 Shares 12,537 Est. Cost $201.62 Unrealized +129.4%
PEP PEPSICO INC 1.1%
Value ($000) $5,515 Shares 37,187 Est. Cost $56.13 Unrealized +116.0%
BRK/B BERKSHIRE HATHAWAY INC-CL B 1.0%
Value ($000) $5,396 Shares 23,274 Est. Cost $113.24 Unrealized +94.5%
HON HONEYWELL INTERNATIONAL INC 1.0%
Value ($000) $5,334 Shares 25,079 Est. Cost $55.92 Unrealized +192.8%
BAC BANK OF AMERICA CORP 1.0%
Value ($000) $5,010 Shares 165,263 Est. Cost $15.14 Unrealized +56.2%
MRK MERCK & CO INC 0.9%
Value ($000) $4,790 Shares 58,571 Est. Cost $32.70 Unrealized +98.3%
AMGN AMGEN INC 0.9%
Value ($000) $4,783 Shares 20,809 Est. Cost $87.42 Unrealized +124.6%
PFE PFIZER INC 0.9%
Value ($000) $4,733 Shares 128,589 Est. Cost $17.58 Unrealized +62.8%
META FACEBOOK INC-A 0.9%
Value ($000) $4,616 Shares 16,896 Est. Cost $60.05 Unrealized +353.4%
WMT WALMART INC 0.9%
Value ($000) $4,596 Shares 31,877 Est. Cost $21.35 Unrealized +111.9%
NYF ISHARES NEW YORK MUNI BOND ETF 0.9%
Value ($000) $4,526 Shares 77,689 Est. Cost $76.46 Unrealized
ORCL ORACLE CORPORATION 0.8%
Value ($000) $4,243 Shares 65,595 Est. Cost $33.87 Unrealized +63.9%
COST COSTCO WHOLESALE CORP 0.8%
Value ($000) $4,132 Shares 10,968 Est. Cost $133.62 Unrealized +160.0%
INTC INTEL CORP 0.7%
Value ($000) $3,776 Shares 75,780 Est. Cost $30.55 Unrealized +44.1%
MAS MASCO CORP 0.7%
Value ($000) $3,689 Shares 67,167 Est. Cost $16.72 Unrealized +200.9%
CSCO CISCO SYSTEMS INC 0.7%
Value ($000) $3,642 Shares 81,393 Est. Cost $35.78 Unrealized -1.4%
UNP UNION PAC CORP 0.7%
Value ($000) $3,512 Shares 16,864 Est. Cost $89.60 Unrealized +98.7%
MS MORGAN STANLEY 0.7%
Value ($000) $3,468 Shares 50,587 Est. Cost $20.97 Unrealized +132.8%
TJX TJX COS INC 0.7%
Value ($000) $3,359 Shares 49,189 Est. Cost $40.53 Unrealized +39.3%
QCOM QUALCOMM INC 0.6%
Value ($000) $3,300 Shares 21,661 Est. Cost $64.38 Unrealized +93.7%
VZ VERIZON COMMUNICATIONS 0.6%
Value ($000) $3,209 Shares 54,633 Est. Cost $31.49 Unrealized +39.7%
IGSB ISHARES 1-5Y INV GRADE CORP ET 0.6%
Value ($000) $3,049 Shares 55,257 Est. Cost $70.59 Unrealized
ABT ABBOTT LABS 0.6%
Value ($000) $3,000 Shares 27,395 Est. Cost $52.18 Unrealized +90.2%
NKE NIKE INC-CLASS B 0.6%
Value ($000) $2,956 Shares 20,893 Est. Cost $58.65 Unrealized +110.1%
SBUX STARBUCKS CORP 0.6%
Value ($000) $2,861 Shares 26,741 Est. Cost $37.98 Unrealized +124.2%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.5%
Value ($000) $2,674 Shares 20,561 Est. Cost $44.46 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.5%
Value ($000) $2,659 Shares 42,871 Est. Cost $37.22 Unrealized +34.4%
DPZ DOMINOS PIZZA INC 0.5%
Value ($000) $2,531 Shares 6,600 Est. Cost $109.44 Unrealized +236.5%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $2,386 Shares 30,941 Est. Cost $55.39 Unrealized +18.5%
CVX CHEVRON CORPORATION 0.4%
Value ($000) $2,268 Shares 26,854 Est. Cost $68.98 Unrealized -5.7%
PSX PHILLIPS 66 0.4%
Value ($000) $2,191 Shares 31,327 Est. Cost $49.38 Unrealized -2.9%
MA MASTERCARD INC CL A 0.4%
Value ($000) $2,172 Shares 6,084 Est. Cost $166.51 Unrealized +94.2%
FDX FEDEX CORPORATION 0.4%
Value ($000) $2,095 Shares 8,067 Est. Cost $110.79 Unrealized +126.7%
GOOG ALPHABET INC CL C 0.4%
Value ($000) $2,093 Shares 1,195 Est. Cost $43.50 Unrealized +92.5%
SYY SYSCO CORP 0.4%
Value ($000) $2,048 Shares 27,582 Est. Cost $64.01 Unrealized -6.2%
UPS UNITED PARCEL SERVICE CL B 0.4%
Value ($000) $1,986 Shares 11,788 Est. Cost $56.96 Unrealized +140.3%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,920 Shares 46,589 Est. Cost $53.77 Unrealized -43.5%
PAYX PAYCHEX INC 0.4%
Value ($000) $1,861 Shares 19,974 Est. Cost $46.33 Unrealized +66.0%
ECL ECOLAB INC 0.4%
Value ($000) $1,803 Shares 8,331 Est. Cost $103.56 Unrealized +90.7%
KO COCA COLA CO 0.3%
Value ($000) $1,760 Shares 32,106 Est. Cost $29.78 Unrealized +48.7%
LOW LOWES COS INC 0.3%
Value ($000) $1,703 Shares 10,606 Est. Cost $66.43 Unrealized +122.8%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $1,697 Shares 2,310 Est. Cost $103.36 Unrealized +119.3%
STZ CONSTELLATION BRANDS INC 0.3%
Value ($000) $1,696 Shares 7,738 Est. Cost $151.29 Unrealized +19.5%
TXN TEXAS INSTRUMENTS INC 0.3%
Value ($000) $1,667 Shares 10,158 Est. Cost $91.65 Unrealized +46.9%
XLB MATERIALS SELECT SECTOR SPDR F 0.3%
Value ($000) $1,663 Shares 22,973 Est. Cost $52.58 Unrealized
ACTIVISION BLIZZARD INC 0.3%
Value ($000) $1,638 Shares 17,635 Est. Cost $42.95 Unrealized
MDT MEDTRONIC PLC 0.3%
Value ($000) $1,630 Shares 13,920 Est. Cost $70.47 Unrealized +34.9%
DLTR DOLLAR TREE INC 0.3%
Value ($000) $1,614 Shares 14,938 Est. Cost $73.23 Unrealized +37.1%
XLV HEALTH CARE SELECT SECTOR SPDR 0.3%
Value ($000) $1,493 Shares 13,162 Est. Cost $65.12 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $1,453 Shares 6,773 Est. Cost $98.60 Unrealized +96.0%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $1,379 Shares 3,884 Est. Cost $271.46 Unrealized +17.5%
DHR DANAHER CORP 0.3%
Value ($000) $1,375 Shares 6,187 Est. Cost $69.41 Unrealized +182.4%
USB US BANCORP NEW 0.3%
Value ($000) $1,354 Shares 29,046 Est. Cost $26.19 Unrealized +29.3%
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $1,352 Shares 5,122 Est. Cost $128.73 Unrealized +53.0%
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $1,332 Shares 8,950 Est. Cost $144.51 Unrealized -9.6%
CMI CUMMINS INC 0.3%
Value ($000) $1,324 Shares 5,831 Est. Cost $115.23 Unrealized +72.1%
XLY CONS DISC SELECT SECTOR SPDR F 0.3%
Value ($000) $1,323 Shares 8,229 Est. Cost $72.89 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR F 0.2%
Value ($000) $1,142 Shares 38,738 Est. Cost $21.92 Unrealized
T AT&T INC 0.2%
Value ($000) $1,093 Shares 37,971 Est. Cost $14.75 Unrealized +4.2%
TWITTER INC 0.2%
Value ($000) $1,084 Shares 20,015 Est. Cost $32.59 Unrealized
IBM INTL. BUSINESS MACHINES CORP 0.2%
Value ($000) $1,023 Shares 8,126 Est. Cost $118.94 Unrealized -21.5%
D DOMINION ENERGY INC 0.2%
Value ($000) $1,018 Shares 13,539 Est. Cost $50.89 Unrealized +24.6%
ISHARES IBONDS DEC 2021 TERM C 0.2%
Value ($000) $994 Shares 39,897 Est. Cost $24.97 Unrealized
VLO VALERO ENERGY CORP 0.2%
Value ($000) $977 Shares 17,272 Est. Cost $64.70 Unrealized -37.3%
SO SOUTHERN COMPANY 0.2%
Value ($000) $962 Shares 15,648 Est. Cost $41.97 Unrealized +18.0%
SPYV SPDR PORTFOLIO S&P 500 VALUE E 0.2%
Value ($000) $955 Shares 27,774 Est. Cost $31.30 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.2%
Value ($000) $925 Shares 5,250 Est. Cost $45.09 Unrealized +227.0%
ABBV ABBVIE INC 0.2%
Value ($000) $914 Shares 8,529 Est. Cost $57.56 Unrealized +37.1%
MUB ISHARES NATIONAL MUNI BOND ETF 0.2%
Value ($000) $870 Shares 7,419 Est. Cost $111.65 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR 0.2%
Value ($000) $869 Shares 9,824 Est. Cost $53.99 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $856 Shares 10,004 Est. Cost $44.38 Unrealized +65.4%
PSA PUBLIC STORAGE INC REIT 0.2%
Value ($000) $854 Shares 3,700 Est. Cost $170.95 Unrealized +7.4%
VMC VULCAN MATERIALS CO 0.2%
Value ($000) $854 Shares 5,758 Est. Cost $79.36 Unrealized +72.4%
MMM 3M CO 0.2%
Value ($000) $852 Shares 4,875 Est. Cost $90.38 Unrealized +30.0%
ISHARES IBONDS DEC 2022 TERM C 0.2%
Value ($000) $835 Shares 32,666 Est. Cost $25.44 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.2%
Value ($000) $826 Shares 8,355 Est. Cost $58.54 Unrealized +32.7%
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $825 Shares 11,534 Est. Cost $54.61 Unrealized +7.0%
ISHARES IBONDS DEC 2023 TERM C 0.2%
Value ($000) $825 Shares 31,404 Est. Cost $26.09 Unrealized
XLC COMM. SERV. SELECT SECTOR SPDR 0.2%
Value ($000) $823 Shares 12,191 Est. Cost $49.22 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.2%
Value ($000) $811 Shares 2,969 Est. Cost $141.68 Unrealized +74.7%
AWK AMERICAN WATER WORKS CO INC 0.2%
Value ($000) $806 Shares 5,247 Est. Cost $100.63 Unrealized +38.5%
XLU UTILITIES SELECT SECTOR SPDR F 0.1%
Value ($000) $754 Shares 12,030 Est. Cost $51.45 Unrealized
AMT AMERICAN TOWER CORP REIT 0.1%
Value ($000) $749 Shares 3,335 Est. Cost $170.77 Unrealized +16.9%
NVDA NVIDIA CORP 0.1%
Value ($000) $735 Shares 1,407 Est. Cost $4.39 Unrealized +204.2%
YUM YUM! BRANDS INC 0.1%
Value ($000) $735 Shares 6,768 Est. Cost $87.97 Unrealized +5.4%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $707 Shares 12,137 Est. Cost $51.63 Unrealized -4.4%
TROW T ROWE PRICE GROUP INC 0.1%
Value ($000) $690 Shares 4,554 Est. Cost $48.87 Unrealized +134.0%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $636 Shares 4,526 Est. Cost $120.39 Unrealized -4.0%
XLP CONS STAPLES SELECT SECT SPDR 0.1%
Value ($000) $617 Shares 9,150 Est. Cost $50.55 Unrealized
ARE ALEXANDRIA REAL ESTATE EQUITIE 0.1%
Value ($000) $563 Shares 3,155 Est. Cost $124.61 Unrealized +7.3%
ISHARES IBONDS DEC 2025 TERM C 0.1%
Value ($000) $553 Shares 20,206 Est. Cost $26.91 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $534 Shares 3,165 Est. Cost $61.52 Unrealized +129.8%
MNST MONSTER BEVERAGE CORP 0.1%
Value ($000) $525 Shares 5,675 Est. Cost $23.00 Unrealized +82.6%
ISHARES IBONDS DEC 2024 TERM 0.1%
Value ($000) $519 Shares 19,526 Est. Cost $26.27 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $518 Shares 7,555 Est. Cost $83.45 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $516 Shares 2,835 Est. Cost $99.60 Unrealized +54.6%
IBDU ISHARES IBONDS DEC 2029 TERM 0.1%
Value ($000) $506 Shares 18,418 Est. Cost $25.48 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $495 Shares 4,100 Est. Cost $60.10 Unrealized +72.8%
PM PHILIP MORRIS INTERNATIONAL 0.1%
Value ($000) $490 Shares 5,927 Est. Cost $50.41 Unrealized +19.7%
IBDR ISHARES IBONDS DEC 2026 TERM 0.1%
Value ($000) $486 Shares 17,941 Est. Cost $26.31 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV 0.1%
Value ($000) $463 Shares 5,050 Est. Cost $57.51 Unrealized 0.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $440 Shares 10,986 Est. Cost $40.19 Unrealized -23.6%
IBDS ISHRS IBNDS DEC 27 CORP ETF 0.1%
Value ($000) $420 Shares 15,223 Est. Cost $26.54 Unrealized
DUK DUKE ENERGY CORP 0.1%
Value ($000) $394 Shares 4,306 Est. Cost $61.41 Unrealized +23.3%
EMR EMERSON ELEC CO 0.1%
Value ($000) $386 Shares 4,805 Est. Cost $40.39 Unrealized +65.4%
IBDT ISHARES IBONDS DEC 2028 ETF 0.1%
Value ($000) $379 Shares 12,838 Est. Cost $28.00 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $379 Shares 170 Est. Cost $1933.58 Unrealized -1.8%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $376 Shares 4,421 Est. Cost $88.06 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $374 Shares 2,116 Est. Cost $60.02 Unrealized +141.4%
SPYG SPDR PORTFOLIO S&P 500 GROWTH 0.1%
Value ($000) $368 Shares 6,652 Est. Cost $53.21 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $363 Shares 515 Est. Cost $86.47 Unrealized +97.4%
GLD SPDR GOLD TRUST 0.1%
Value ($000) $350 Shares 1,965 Est. Cost $175.33 Unrealized
IFF INTERNATIONAL FLAVORS & FRAGRA 0.1%
Value ($000) $350 Shares 3,215 Est. Cost $73.35 Unrealized +33.0%
FISV FISERV INC 0.1%
Value ($000) $333 Shares 2,925 Est. Cost $51.40 Unrealized +109.7%
WMB WILLIAMS COS INC 0.1%
Value ($000) $321 Shares 15,966 Est. Cost $17.07 Unrealized -8.4%
INTU INTUIT INC 0.1%
Value ($000) $308 Shares 810 Est. Cost $89.42 Unrealized +280.6%
GENERAL ELECTRIC CORP 0.1%
Value ($000) $288 Shares 26,656 Est. Cost $21.95 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $288 Shares 4,893 Est. Cost $36.68 Unrealized +38.7%
MO ALTRIA GROUP INC 0.1%
Value ($000) $275 Shares 6,731 Est. Cost $17.77 Unrealized +50.3%
CARR CARRIER GLOBAL CORP 0.1%
Value ($000) $275 Shares 7,267 Est. Cost $17.13 Unrealized +97.4%
SHY ISHARES BARCLAYS 1-3 YEAR TR E 0.1%
Value ($000) $270 Shares 3,126 Est. Cost $84.41 Unrealized
WFC WELLS FARGO & CO 0.0%
Value ($000) $247 Shares 8,162 Est. Cost $30.85 Unrealized -25.3%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $241 Shares 1,560 Est. Cost $74.99 Unrealized +80.5%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $227 Shares 955 Est. Cost $58.02 Unrealized +252.9%
TD TORONTO DOMINION BANK 0.0%
Value ($000) $225 Shares 3,974 Est. Cost $44.25 Unrealized +14.5%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $218 Shares 2,525 Est. Cost $14.73 Unrealized +379.9%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $217 Shares 1,540 Est. Cost $79.19 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $208 Shares 3,075 Est. Cost $47.48 Unrealized +26.5%
JACOBS ENGINEERING GROUP INC 0.0%
Value ($000) $200 Shares 1,832 Est. Cost $55.65 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $199 Shares 5,257 Est. Cost $71.31 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $187 Shares 2,330 Est. Cost $33.28 Unrealized +113.4%
CMCSA COMCAST CORP-CL A 0.0%
Value ($000) $177 Shares 3,378 Est. Cost $29.17 Unrealized +42.8%
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $175 Shares 1,150 Est. Cost $78.49 Unrealized +66.9%
DE DEERE & CO 0.0%
Value ($000) $167 Shares 620 Est. Cost $89.18 Unrealized +160.3%
CLX CLOROX COMPANY 0.0%
Value ($000) $163 Shares 807 Est. Cost $82.44 Unrealized +113.9%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $161 Shares 790 Est. Cost $74.07 Unrealized +144.4%
EOG EOG RES INC 0.0%
Value ($000) $142 Shares 2,836 Est. Cost $69.91 Unrealized -51.2%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $141 Shares 556 Est. Cost $161.87 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $140 Shares 1,972 Est. Cost $46.11 Unrealized +9.1%
IBDV ISHARES IBONDS DEC 2030 CORP E 0.0%
Value ($000) $135 Shares 5,154 Est. Cost $26.19 Unrealized
PENN PENN NATIONAL GAMING INC 0.0%
Value ($000) $133 Shares 1,535 Est. Cost $26.66 Unrealized +167.7%
AAXJ ISHARES MSCI ALL COUNTRY ASIA 0.0%
Value ($000) $132 Shares 1,478 Est. Cost $67.83 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $123 Shares 2,905 Est. Cost $21.40 Unrealized +55.0%
KAI KADANT INC 0.0%
Value ($000) $114 Shares 809 Est. Cost $25.19 Unrealized +392.2%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $111 Shares 1,158 Est. Cost $70.69 Unrealized +20.0%
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $109 Shares 2,267 Est. Cost $40.89 Unrealized -12.8%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $98 Shares 1,382 Est. Cost $27.15 Unrealized -12.6%
PKG PACKAGING CORP OF AMERICA 0.0%
Value ($000) $98 Shares 710 Est. Cost $43.41 Unrealized +148.3%
ETN EATON CORP PLC 0.0%
Value ($000) $97 Shares 804 Est. Cost $53.06 Unrealized +95.8%
SMH VANECK VECTORS SEMICONDUCTOR E 0.0%
Value ($000) $94 Shares 432 Est. Cost $118.06 Unrealized
CHKP CHECK POINT SOFTWARE TECH LTD 0.0%
Value ($000) $93 Shares 700 Est. Cost $82.01 Unrealized +49.0%
XTL SPDR S&P TELECOM ETF 0.0%
Value ($000) $91 Shares 1,070 Est. Cost $69.81 Unrealized
BDX BECTON DICKINSON 0.0%
Value ($000) $91 Shares 365 Est. Cost $139.72 Unrealized +53.6%
DOW DOW INC 0.0%
Value ($000) $90 Shares 1,619 Est. Cost $36.72 Unrealized +6.3%
F FORD MOTOR CO DEL 0.0%
Value ($000) $88 Shares 10,050 Est. Cost $6.99 Unrealized -9.2%
HE HAWAIIAN ELECTRIC INDUSTRIES I 0.0%
Value ($000) $80 Shares 2,272 Est. Cost $35.20 Unrealized +0.5%
GLW CORNING INC 0.0%
Value ($000) $79 Shares 2,184 Est. Cost $21.48 Unrealized +43.7%
KELLOGG CO 0.0%
Value ($000) $78 Shares 1,255 Est. Cost $39.09 Unrealized +27.9%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $75 Shares 315 Est. Cost $134.54 Unrealized +70.5%
LINDE PLC 0.0%
Value ($000) $72 Shares 275 Est. Cost $156.36 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $69 Shares 378 Est. Cost $135.79 Unrealized +1.9%
KKR KKR & CO INC CL A 0.0%
Value ($000) $68 Shares 1,670 Est. Cost $21.08 Unrealized +71.2%
GDX VANECK VECTORS GOLD MINERS ETF 0.0%
Value ($000) $65 Shares 1,818 Est. Cost $35.75 Unrealized
BX BLACKSTONE GROUP INC CL A 0.0%
Value ($000) $65 Shares 1,008 Est. Cost $39.22 Unrealized +24.5%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $62 Shares 447 Est. Cost $19.24 Unrealized +192.1%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $60 Shares 500 Est. Cost $46.22 Unrealized +139.1%
ACN ACCENTURE PLC CL A 0.0%
Value ($000) $59 Shares 225 Est. Cost $110.92 Unrealized +101.1%
GWW GRAINGER W W INC 0.0%
Value ($000) $57 Shares 140 Est. Cost $219.67 Unrealized +69.1%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $57 Shares 789 Est. Cost $41.97 Unrealized +54.0%
ANTARES PHARMA INC 0.0%
Value ($000) $56 Shares 14,000 Est. Cost $3.36 Unrealized
WESTERN ASSET HIGH INCOME OP 0.0%
Value ($000) $53 Shares 10,655 Est. Cost $4.97 Unrealized
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $52 Shares 392 Est. Cost $74.58 Unrealized +47.7%
WTRG ESSENTIAL UTILITIES INC 0.0%
Value ($000) $51 Shares 1,082 Est. Cost $47.18 Unrealized -5.9%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $50 Shares 633 Est. Cost $41.66 Unrealized +35.2%
CERNER CORP 0.0%
Value ($000) $50 Shares 641 Est. Cost $60.32 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $47 Shares 2,487 Est. Cost $13.33 Unrealized 0.0%
MET METLIFE INC 0.0%
Value ($000) $47 Shares 994 Est. Cost $30.67 Unrealized +20.7%
BA BOEING CO 0.0%
Value ($000) $47 Shares 220 Est. Cost $248.54 Unrealized -22.7%
BP BP PLC SPONS ADR 0.0%
Value ($000) $47 Shares 2,309 Est. Cost $35.57 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $45 Shares 105 Est. Cost $147.28 Unrealized +170.4%
CVS CVS HEALTH CORP 0.0%
Value ($000) $45 Shares 659 Est. Cost $50.89 Unrealized +8.5%
ENB ENBRIDGE INCORPORATED 0.0%
Value ($000) $42 Shares 1,300 Est. Cost $23.49 Unrealized -7.6%
GM GENERAL MOTORS CO 0.0%
Value ($000) $42 Shares 1,000 Est. Cost $29.19 Unrealized +28.5%
BBH VANECK VECTORS BIOTECH ETF 0.0%
Value ($000) $42 Shares 250 Est. Cost $104.00 Unrealized
KIE SPDR S&P INSURANCE ETF 0.0%
Value ($000) $42 Shares 1,260 Est. Cost $41.27 Unrealized
RIO RIO TINTO PLC SPONS ADR 0.0%
Value ($000) $41 Shares 550 Est. Cost $61.82 Unrealized
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $41 Shares 36 Est. Cost $13.42 Unrealized +682.0%
PFF ISHARES PREFERRED & INCOME SEC 0.0%
Value ($000) $39 Shares 1,000 Est. Cost $39.00 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $38 Shares 435 Est. Cost $63.14 Unrealized +15.8%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $37 Shares 630 Est. Cost $35.10 Unrealized +42.9%
ROST ROSS STORES INC 0.0%
Value ($000) $37 Shares 300 Est. Cost $43.44 Unrealized +128.2%
ALEXION PHARMACEUTICALS INC 0.0%
Value ($000) $37 Shares 240 Est. Cost $138.51 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $37 Shares 400 Est. Cost $47.83 Unrealized +71.6%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $36 Shares 105 Est. Cost $248.55 Unrealized
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $35 Shares 750 Est. Cost $25.60 Unrealized +57.5%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $35 Shares 1,583 Est. Cost $56.01 Unrealized -69.8%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $35 Shares 235 Est. Cost $53.31 Unrealized +127.3%
DTE DTE ENERGY CO 0.0%
Value ($000) $35 Shares 285 Est. Cost $40.31 Unrealized +120.1%
SRE SEMPRA ENERGY 0.0%
Value ($000) $33 Shares 260 Est. Cost $35.20 Unrealized +54.8%
IAT ISHARES US REGIONAL BANKS ETF 0.0%
Value ($000) $33 Shares 735 Est. Cost $35.37 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $33 Shares 100 Est. Cost $122.30 Unrealized +114.5%
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $33 Shares 625 Est. Cost $48.39 Unrealized -12.5%
GABELLI DIVIDEND & INCOME TRUS 0.0%
Value ($000) $32 Shares 1,485 Est. Cost $19.53 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $31 Shares 75 Est. Cost $244.26 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $30 Shares 220 Est. Cost $72.04 Unrealized +61.0%
VIACOMCBS INC CL B 0.0%
Value ($000) $29 Shares 776 Est. Cost $42.53 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $29 Shares 938 Est. Cost $23.37 Unrealized +3.7%
KBWD INVESCO KBW HIGH DIVIDEND YIEL 0.0%
Value ($000) $29 Shares 1,780 Est. Cost $10.67 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $29 Shares 795 Est. Cost $38.20 Unrealized -5.7%
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $29 Shares 500 Est. Cost $26.68 Unrealized +110.5%
STT STATE STREET CORP 0.0%
Value ($000) $28 Shares 380 Est. Cost $70.72 Unrealized -18.7%
ROYAL DUTCH SHELL SPONS ADR 0.0%
Value ($000) $28 Shares 785 Est. Cost $35.67 Unrealized
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $28 Shares 340 Est. Cost $40.50 Unrealized +77.8%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $26 Shares 95 Est. Cost $142.37 Unrealized +62.5%
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $26 Shares 122 Est. Cost $76.16 Unrealized +160.0%
VIRGIN GALACTIC HOLDINGS INC 0.0%
Value ($000) $25 Shares 1,057 Est. Cost $16.08 Unrealized
NGG NATIONAL GRID PLC SPONS ADR 0.0%
Value ($000) $25 Shares 412 Est. Cost $62.01 Unrealized
EEM ISHARES MSCI EMERGING MKT ETF 0.0%
Value ($000) $25 Shares 489 Est. Cost $37.70 Unrealized
TIP ISHARES BARCLAYS TIPS BOND ETF 0.0%
Value ($000) $25 Shares 196 Est. Cost $119.87 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $24 Shares 80 Est. Cost $149.48 Unrealized +76.3%
SPG SIMON PROPERTY GROUP INC REIT 0.0%
Value ($000) $23 Shares 270 Est. Cost $109.85 Unrealized -47.5%
ASH ASHLAND GLOBAL HOLDINGS INC 0.0%
Value ($000) $23 Shares 291 Est. Cost $63.18 Unrealized +9.0%
NOC NORTHROP GRUMMAN CORPORATION 0.0%
Value ($000) $23 Shares 77 Est. Cost $177.59 Unrealized +58.2%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $22 Shares 400 Est. Cost $32.88 Unrealized +38.6%
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $22 Shares 350 Est. Cost $38.77 Unrealized +23.3%
NBTB NBT BANCORP INC COM 0.0%
Value ($000) $21 Shares 665 Est. Cost $28.41 Unrealized +5.4%
AOS SMITH A O CORPORATION 0.0%
Value ($000) $21 Shares 390 Est. Cost $30.80 Unrealized +63.3%
GPC GENUINE PARTS CO 0.0%
Value ($000) $21 Shares 210 Est. Cost $69.27 Unrealized +22.4%
FDS FACTSET RESEARCH SYSTEM INC 0.0%
Value ($000) $20 Shares 60 Est. Cost $109.64 Unrealized +187.1%
EBAY EBAY INC 0.0%
Value ($000) $20 Shares 400 Est. Cost $20.07 Unrealized +132.6%
VNT VONTIER CORP 0.0%
Value ($000) $20 Shares 608 Est. Cost $31.19 Unrealized 0.0%
JKHY JACK HENRY & ASSOC INC 0.0%
Value ($000) $19 Shares 120 Est. Cost $50.60 Unrealized +194.5%
QQQ INVESCO QQQ TRUST SERIES 1 0.0%
Value ($000) $17 Shares 55 Est. Cost $187.50 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $17 Shares 235 Est. Cost $63.37 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $17 Shares 115 Est. Cost $93.73 Unrealized +37.9%
TMP TOMPKINS FINANCIAL CORPORATION 0.0%
Value ($000) $17 Shares 240 Est. Cost $31.71 Unrealized +64.9%
MDU MDU RESOURCES GROUP INC 0.0%
Value ($000) $16 Shares 600 Est. Cost $6.20 Unrealized +29.7%
LEXINGTON REALTY TRUST REIT 0.0%
Value ($000) $16 Shares 1,500 Est. Cost $9.33 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $15 Shares 700 Est. Cost $28.49 Unrealized -37.6%
AIG AMERICAN INTERNATIONAL GROUP 0.0%
Value ($000) $15 Shares 391 Est. Cost $40.92 Unrealized -23.7%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $14 Shares 783 Est. Cost $54.83 Unrealized -76.4%
CSX CSX CORP 0.0%
Value ($000) $14 Shares 150 Est. Cost $8.57 Unrealized +212.9%
KEY KEYCORP 0.0%
Value ($000) $13 Shares 812 Est. Cost $9.16 Unrealized +24.2%
HAL HALLIBURTON CO 0.0%
Value ($000) $11 Shares 580 Est. Cost $36.28 Unrealized -61.0%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $11 Shares 94 Est. Cost $92.99 Unrealized +15.5%
NVAX NOVAVAX INC 0.0%
Value ($000) $11 Shares 100 Est. Cost $106.29 Unrealized 0.0%
PPL PPL CORP 0.0%
Value ($000) $10 Shares 365 Est. Cost $23.16 Unrealized 0.0%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $10 Shares 200 Est. Cost $31.54 Unrealized +35.8%
LABORATORY CORP OF AMERICA HOL 0.0%
Value ($000) $10 Shares 50 Est. Cost $200.00 Unrealized
EXEL EXELIXIS INC 0.0%
Value ($000) $10 Shares 510 Est. Cost $23.18 Unrealized -9.7%
US CONCRETE INC 0.0%
Value ($000) $10 Shares 250 Est. Cost $28.00 Unrealized
VVV VALVOLINE INC 0.0%
Value ($000) $10 Shares 425 Est. Cost $23.79 Unrealized -9.0%
BARRICK GOLD CORP 0.0%
Value ($000) $9 Shares 400 Est. Cost $17.29 Unrealized
CI CIGNA CORP 0.0%
Value ($000) $9 Shares 44 Est. Cost $190.77 Unrealized -5.9%
IR INGERSOLL-RAND INC 0.0%
Value ($000) $9 Shares 189 Est. Cost $31.60 Unrealized +30.3%
JD JD.COM INC CL A SPONS ADR 0.0%
Value ($000) $9 Shares 99 Est. Cost $40.40 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $8 Shares 15 Est. Cost $24.86 Unrealized +318.2%
RY ROYAL BANK OF CANADA 0.0%
Value ($000) $8 Shares 100 Est. Cost $73.00 Unrealized +6.0%
XYL XYLEM INC 0.0%
Value ($000) $7 Shares 73 Est. Cost $72.80 Unrealized +21.7%
THOMSON REUTERS CORP 0.0%
Value ($000) $7 Shares 90 Est. Cost $47.12 Unrealized
CMS CMS ENERGY CORP 0.0%
Value ($000) $7 Shares 121 Est. Cost $39.25 Unrealized +36.3%
MPC MARATHON PETROLEUM CORPORATION 0.0%
Value ($000) $7 Shares 160 Est. Cost $45.68 Unrealized -31.5%
TWO HARBORS INVESTMENT CORP RE 0.0%
Value ($000) $6 Shares 936 Est. Cost $12.82 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $101.17 Unrealized 0.0%
BBY BEST BUY CO INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $60.29 Unrealized +49.2%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $5 Shares 22 Est. Cost $181.82 Unrealized
INFINERA CORP 0.0%
Value ($000) $5 Shares 500 Est. Cost $6.00 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $5 Shares 12 Est. Cost $333.33 Unrealized
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $4 Shares 236 Est. Cost $20.78 Unrealized -23.2%
SELF GLOBAL SELF STORAGE INC REIT 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $4.00 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $4 Shares 25 Est. Cost $80.02 Unrealized +56.7%
BNTX BIONTECH SE SPONS ADR 0.0%
Value ($000) $4 Shares 50 Est. Cost $80.00 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $22.64 Unrealized 0.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $3 Shares 83 Est. Cost $35.77 Unrealized -28.6%
NEW YORK CITY REIT 0.0%
Value ($000) $3 Shares 362 Est. Cost $9.67 Unrealized
VOD VODAFONE GROUP SPONS ADR 0.0%
Value ($000) $3 Shares 222 Est. Cost $13.51 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $2 Shares 58 Est. Cost $33.76 Unrealized 0.0%
NUE NUCOR CORP 0.0%
Value ($000) $2 Shares 35 Est. Cost $35.61 Unrealized +33.1%
XLRE REAL ESTATE SELECT SECTOR SPDR 0.0%
Value ($000) $2 Shares 59 Est. Cost $31.35 Unrealized
BROOKFIELD PROPERTY PARTNERS L 0.0%
Value ($000) $2 Shares 125 Est. Cost $8.89 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $2 Shares 5 Est. Cost $200.00 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $2 Shares 33 Est. Cost $21.15 Unrealized +51.0%
KMI KINDER MORGAN INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $23.18 Unrealized -57.1%
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $1 Shares 28 Est. Cost $31.33 Unrealized -32.5%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $21.21 Unrealized -24.6%
OXY/WS OCCIDENTAL PETROLEUM - WTS 8 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $0 Shares 1 Est. Cost $37.40 Unrealized -64.2%
CNDT CONDUENT INC 0.0%
Value ($000) $0 Shares 22 Est. Cost $7.74 Unrealized -46.0%