Arrow Financial Corp Diversified Active

CIK: 0000717538 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 21, 2021

Total Value ($000): $788,331 (100.0% shares, 0.0% debt)

Holdings (330)

VOO VANGUARD S&P 500 ETF 13.9%
Value ($000) $109,661 Shares 278,666 Est. Cost $364.26 Unrealized
VO VANGUARD MID-CAP ETF 9.1%
Value ($000) $71,466 Shares 301,100 Est. Cost $221.34 Unrealized
AROW ARROW FINANCIAL CORPORATION 6.4%
Value ($000) $50,810 Shares 1,413,370 Est. Cost $14.75 Unrealized +94.8%
VCSH VANGUARD SHORT TERM CORP BOND 4.2%
Value ($000) $33,029 Shares 399,328 Est. Cost $81.50 Unrealized
VB VANGUARD SMALL-CAP ETF 3.7%
Value ($000) $28,952 Shares 128,517 Est. Cost $214.08 Unrealized
AAPL APPLE INC 2.9%
Value ($000) $22,716 Shares 165,850 Est. Cost $81.92 Unrealized +54.4%
MSFT MICROSOFT CORP 2.8%
Value ($000) $22,360 Shares 82,540 Est. Cost $32.59 Unrealized +650.9%
AMZN AMAZON.COM INC 2.2%
Value ($000) $17,675 Shares 5,138 Est. Cost $14.65 Unrealized +1034.1%
IJR ISHARES CORE S&P SMALL-CAP ETF 2.2%
Value ($000) $17,368 Shares 153,729 Est. Cost $86.95 Unrealized
GOOGL ALPHABET INC CL A 2.2%
Value ($000) $17,099 Shares 7,003 Est. Cost $37.43 Unrealized +209.7%
IJH ISHARES CORE S&P MID-CAP ETF 1.9%
Value ($000) $15,007 Shares 55,844 Est. Cost $183.57 Unrealized
AGG ISHARES CORE U.S. AGGREGATE 1.9%
Value ($000) $14,611 Shares 126,690 Est. Cost $109.04 Unrealized
V VISA INC CL A 1.8%
Value ($000) $13,864 Shares 59,294 Est. Cost $56.53 Unrealized +290.9%
SPY SPDR S&P 500 ETF TRUST 1.2%
Value ($000) $9,788 Shares 22,867 Est. Cost $207.60 Unrealized
JPM JP MORGAN CHASE & CO 1.2%
Value ($000) $9,741 Shares 62,629 Est. Cost $42.75 Unrealized +226.9%
ADBE ADOBE INC 1.2%
Value ($000) $9,436 Shares 16,113 Est. Cost $249.10 Unrealized +106.9%
PYPL PAYPAL HOLDINGS INC 1.2%
Value ($000) $9,189 Shares 31,524 Est. Cost $42.24 Unrealized +523.9%
HD HOME DEPOT INC 1.1%
Value ($000) $8,944 Shares 28,046 Est. Cost $94.69 Unrealized +199.7%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $8,350 Shares 50,684 Est. Cost $63.17 Unrealized +129.4%
NFLX NETFLIX INC 1.1%
Value ($000) $8,301 Shares 15,715 Est. Cost $10.89 Unrealized +369.4%
BLACKROCK INC CL A 0.9%
Value ($000) $7,231 Shares 8,264 Est. Cost $352.49 Unrealized
ICE INTERCONTINENTAL EXCHANGE GROU 0.8%
Value ($000) $6,557 Shares 55,242 Est. Cost $56.36 Unrealized +92.2%
CRM SALESFORCE.COM 0.8%
Value ($000) $6,467 Shares 26,475 Est. Cost $47.81 Unrealized +376.3%
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $6,346 Shares 15,847 Est. Cost $81.05 Unrealized +355.3%
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.8%
Value ($000) $6,323 Shares 22,753 Est. Cost $113.24 Unrealized +146.8%
PG PROCTER & GAMBLE CO 0.8%
Value ($000) $6,303 Shares 46,713 Est. Cost $59.12 Unrealized +104.2%
TMO THERMO FISHER SCIENTIFIC INC 0.8%
Value ($000) $6,235 Shares 12,360 Est. Cost $201.62 Unrealized +131.1%
BAC BANK OF AMERICA CORP 0.8%
Value ($000) $6,164 Shares 149,493 Est. Cost $15.14 Unrealized +141.4%
SYK STRYKER CORPORATION 0.8%
Value ($000) $6,159 Shares 23,717 Est. Cost $115.63 Unrealized +110.6%
DIS DISNEY WALT CO NEW 0.7%
Value ($000) $5,805 Shares 33,031 Est. Cost $75.02 Unrealized +134.2%
HON HONEYWELL INTERNATIONAL INC 0.7%
Value ($000) $5,454 Shares 24,862 Est. Cost $55.92 Unrealized +243.6%
PEP PEPSICO INC 0.7%
Value ($000) $5,226 Shares 35,266 Est. Cost $56.13 Unrealized +124.8%
IGSB ISHARES 1-5Y INV GRADE CORP ET 0.7%
Value ($000) $5,147 Shares 93,890 Est. Cost $63.97 Unrealized
META FACEBOOK INC-A 0.7%
Value ($000) $5,128 Shares 14,749 Est. Cost $60.05 Unrealized +430.6%
ORCL ORACLE CORPORATION 0.6%
Value ($000) $5,076 Shares 65,205 Est. Cost $34.43 Unrealized +113.8%
PFE PFIZER INC 0.6%
Value ($000) $5,020 Shares 128,203 Est. Cost $17.58 Unrealized +76.3%
AMGN AMGEN INC 0.6%
Value ($000) $4,987 Shares 20,457 Est. Cost $87.42 Unrealized +143.1%
NYF ISHARES NEW YORK MUNI BOND ETF 0.6%
Value ($000) $4,642 Shares 79,403 Est. Cost $76.12 Unrealized
MS MORGAN STANLEY 0.6%
Value ($000) $4,465 Shares 48,687 Est. Cost $20.97 Unrealized +251.4%
CSCO CISCO SYSTEMS INC 0.6%
Value ($000) $4,407 Shares 83,142 Est. Cost $36.01 Unrealized +27.3%
INTC INTEL CORP 0.5%
Value ($000) $4,234 Shares 75,415 Est. Cost $30.55 Unrealized +75.4%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $4,223 Shares 66,951 Est. Cost $52.58 Unrealized -4.8%
COST COSTCO WHOLESALE CORP 0.5%
Value ($000) $4,132 Shares 10,444 Est. Cost $133.62 Unrealized +168.7%
UNP UNION PAC CORP 0.5%
Value ($000) $4,124 Shares 18,748 Est. Cost $101.00 Unrealized +98.4%
MRK MERCK & CO INC 0.5%
Value ($000) $3,908 Shares 50,247 Est. Cost $32.70 Unrealized +96.2%
MAS MASCO CORP 0.5%
Value ($000) $3,900 Shares 66,196 Est. Cost $16.72 Unrealized +238.2%
WMT WALMART INC 0.5%
Value ($000) $3,683 Shares 26,117 Est. Cost $21.35 Unrealized +105.1%
TJX TJX COS INC 0.4%
Value ($000) $3,461 Shares 51,344 Est. Cost $42.02 Unrealized +51.5%
QQQ INVESCO QQQ TRUST SERIES 1 0.4%
Value ($000) $3,341 Shares 9,426 Est. Cost $337.57 Unrealized
ABT ABBOTT LABS 0.4%
Value ($000) $3,307 Shares 28,528 Est. Cost $54.40 Unrealized +97.2%
QCOM QUALCOMM INC 0.4%
Value ($000) $3,242 Shares 22,684 Est. Cost $67.27 Unrealized +81.6%
NKE NIKE INC-CLASS B 0.4%
Value ($000) $3,230 Shares 20,908 Est. Cost $58.65 Unrealized +114.3%
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $3,200 Shares 57,130 Est. Cost $31.99 Unrealized +35.7%
BND VANGUARD TOTAL BOND MARKET ETF 0.4%
Value ($000) $2,981 Shares 34,708 Est. Cost $85.09 Unrealized
GOOG ALPHABET INC CL C 0.4%
Value ($000) $2,865 Shares 1,143 Est. Cost $43.50 Unrealized +171.9%
SBUX STARBUCKS CORP 0.4%
Value ($000) $2,858 Shares 25,556 Est. Cost $37.98 Unrealized +167.6%
CVX CHEVRON CORPORATION 0.3%
Value ($000) $2,751 Shares 26,268 Est. Cost $68.98 Unrealized +26.2%
DPZ DOMINOS PIZZA INC 0.3%
Value ($000) $2,612 Shares 5,600 Est. Cost $109.44 Unrealized +264.8%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.3%
Value ($000) $2,473 Shares 16,744 Est. Cost $44.46 Unrealized
UPS UNITED PARCEL SERVICE CL B 0.3%
Value ($000) $2,458 Shares 11,817 Est. Cost $56.96 Unrealized +188.2%
FDX FEDEX CORPORATION 0.3%
Value ($000) $2,351 Shares 7,882 Est. Cost $110.79 Unrealized +144.0%
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $2,306 Shares 34,501 Est. Cost $37.22 Unrealized +44.8%
MA MASTERCARD INC CL A 0.3%
Value ($000) $2,270 Shares 6,221 Est. Cost $172.39 Unrealized +110.2%
PAYX PAYCHEX INC 0.3%
Value ($000) $2,202 Shares 20,521 Est. Cost $47.62 Unrealized +85.4%
SYY SYSCO CORP 0.3%
Value ($000) $2,169 Shares 27,901 Est. Cost $64.10 Unrealized +11.2%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $2,160 Shares 29,476 Est. Cost $55.39 Unrealized +20.1%
TXN TEXAS INSTRUMENTS INC 0.3%
Value ($000) $2,076 Shares 10,799 Est. Cost $95.57 Unrealized +71.8%
XLB MATERIALS SELECT SECTOR SPDR F 0.3%
Value ($000) $1,979 Shares 24,049 Est. Cost $54.48 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $1,953 Shares 8,453 Est. Cost $118.49 Unrealized +76.6%
LOW LOWES COS INC 0.2%
Value ($000) $1,917 Shares 9,885 Est. Cost $66.43 Unrealized +170.2%
SUSB ISHARES ESG AWARE 1-5 YEAR USD 0.2%
Value ($000) $1,910 Shares 73,316 Est. Cost $25.97 Unrealized
WMB WILLIAMS COS INC 0.2%
Value ($000) $1,895 Shares 71,359 Est. Cost $19.65 Unrealized +4.0%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $1,888 Shares 6,930 Est. Cost $209.75 Unrealized +25.4%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $1,865 Shares 4,917 Est. Cost $128.73 Unrealized +148.1%
KO COCA COLA CO 0.2%
Value ($000) $1,723 Shares 31,845 Est. Cost $30.00 Unrealized +57.6%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $1,716 Shares 9,115 Est. Cost $144.54 Unrealized +18.2%
ACTIVISION BLIZZARD INC 0.2%
Value ($000) $1,683 Shares 17,635 Est. Cost $42.95 Unrealized
DHR DANAHER CORP 0.2%
Value ($000) $1,654 Shares 6,163 Est. Cost $69.41 Unrealized +212.8%
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $1,651 Shares 7,055 Est. Cost $151.29 Unrealized +43.7%
WM WASTE MANAGEMENT INC 0.2%
Value ($000) $1,645 Shares 11,744 Est. Cost $115.85 Unrealized +11.0%
ECL ECOLAB INC 0.2%
Value ($000) $1,618 Shares 7,853 Est. Cost $103.56 Unrealized +99.2%
USB US BANCORP NEW 0.2%
Value ($000) $1,598 Shares 28,054 Est. Cost $26.19 Unrealized +82.3%
DLTR DOLLAR TREE INC 0.2%
Value ($000) $1,581 Shares 15,885 Est. Cost $75.29 Unrealized +44.4%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $1,560 Shares 4,124 Est. Cost $273.43 Unrealized +23.8%
CMI CUMMINS INC 0.2%
Value ($000) $1,551 Shares 6,361 Est. Cost $124.19 Unrealized +83.8%
SUSC ISHARES ESG AWARE USD CORP BON 0.2%
Value ($000) $1,399 Shares 50,459 Est. Cost $26.95 Unrealized
TWITTER INC 0.2%
Value ($000) $1,377 Shares 20,015 Est. Cost $32.59 Unrealized
T AT&T INC 0.2%
Value ($000) $1,340 Shares 46,554 Est. Cost $15.04 Unrealized +12.9%
XLV HEALTH CARE SELECT SECTOR SPDR 0.2%
Value ($000) $1,335 Shares 10,595 Est. Cost $65.12 Unrealized
XLY CONS DISC SELECT SECTOR SPDR F 0.2%
Value ($000) $1,331 Shares 7,456 Est. Cost $72.89 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.2%
Value ($000) $1,293 Shares 8,355 Est. Cost $58.54 Unrealized +136.7%
SHY ISHARES BARCLAYS 1-3 YEAR TR E 0.2%
Value ($000) $1,276 Shares 14,805 Est. Cost $85.86 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR F 0.1%
Value ($000) $1,182 Shares 32,200 Est. Cost $21.92 Unrealized
IBM INTL. BUSINESS MACHINES CORP 0.1%
Value ($000) $1,178 Shares 8,033 Est. Cost $118.94 Unrealized -4.6%
MDT MEDTRONIC PLC 0.1%
Value ($000) $1,128 Shares 9,091 Est. Cost $70.47 Unrealized +55.4%
LYB LYONDELLBASELL INDUSTRIES NV 0.1%
Value ($000) $1,098 Shares 10,685 Est. Cost $65.93 Unrealized +18.2%
NVDA NVIDIA CORP 0.1%
Value ($000) $1,051 Shares 1,314 Est. Cost $4.39 Unrealized +264.4%
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $1,044 Shares 8,909 Est. Cost $112.40 Unrealized
ISHARES IBONDS DEC 2021 TERM C 0.1%
Value ($000) $1,037 Shares 41,867 Est. Cost $24.96 Unrealized
VFC VF CORP 0.1%
Value ($000) $1,026 Shares 12,500 Est. Cost $81.17 Unrealized +2.7%
ISHARES IBONDS DEC 2023 TERM C 0.1%
Value ($000) $1,025 Shares 39,313 Est. Cost $26.09 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE E 0.1%
Value ($000) $1,001 Shares 25,324 Est. Cost $31.30 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $994 Shares 4,568 Est. Cost $140.81 Unrealized +50.4%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $979 Shares 4,930 Est. Cost $45.09 Unrealized +291.0%
ABBV ABBVIE INC 0.1%
Value ($000) $959 Shares 8,503 Est. Cost $57.56 Unrealized +64.6%
VMC VULCAN MATERIALS CO 0.1%
Value ($000) $938 Shares 5,390 Est. Cost $79.36 Unrealized +117.1%
ISHARES IBONDS DEC 2022 TERM C 0.1%
Value ($000) $935 Shares 36,819 Est. Cost $25.44 Unrealized
MMM 3M CO 0.1%
Value ($000) $925 Shares 4,655 Est. Cost $90.38 Unrealized +55.4%
SO SOUTHERN COMPANY 0.1%
Value ($000) $920 Shares 15,216 Est. Cost $41.97 Unrealized +28.1%
XLI INDUSTRIAL SELECT SECTOR SPDR 0.1%
Value ($000) $907 Shares 8,852 Est. Cost $53.99 Unrealized
AMT AMERICAN TOWER CORP REIT 0.1%
Value ($000) $901 Shares 3,335 Est. Cost $170.77 Unrealized +29.6%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $898 Shares 13,040 Est. Cost $51.80 Unrealized +7.8%
D DOMINION ENERGY INC 0.1%
Value ($000) $891 Shares 12,099 Est. Cost $50.89 Unrealized +23.2%
YUM YUM! BRANDS INC 0.1%
Value ($000) $890 Shares 7,727 Est. Cost $89.06 Unrealized +21.4%
TROW T ROWE PRICE GROUP INC 0.1%
Value ($000) $870 Shares 4,399 Est. Cost $48.87 Unrealized +209.9%
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $867 Shares 3,013 Est. Cost $142.67 Unrealized +82.7%
PSA PUBLIC STORAGE INC REIT 0.1%
Value ($000) $842 Shares 2,800 Est. Cost $170.95 Unrealized +33.7%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $805 Shares 5,374 Est. Cost $122.91 Unrealized +15.0%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $790 Shares 9,701 Est. Cost $44.38 Unrealized +65.4%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $784 Shares 9,179 Est. Cost $54.61 Unrealized +38.7%
AWK AMERICAN WATER WORKS CO INC 0.1%
Value ($000) $767 Shares 4,976 Est. Cost $100.63 Unrealized +41.2%
XLC COMM. SERV. SELECT SECTOR SPDR 0.1%
Value ($000) $756 Shares 9,331 Est. Cost $49.22 Unrealized
ARE ALEXANDRIA REAL ESTATE EQUITIE 0.1%
Value ($000) $756 Shares 4,155 Est. Cost $128.89 Unrealized +13.7%
ISHARES IBONDS DEC 2025 TERM C 0.1%
Value ($000) $734 Shares 27,201 Est. Cost $26.91 Unrealized
XLU UTILITIES SELECT SECTOR SPDR F 0.1%
Value ($000) $694 Shares 10,981 Est. Cost $51.61 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $683 Shares 11,217 Est. Cost $40.47 Unrealized +16.6%
LLY LILLY ELI & CO 0.1%
Value ($000) $670 Shares 2,920 Est. Cost $61.52 Unrealized +211.9%
ISHARES IBONDS DEC 2024 TERM 0.1%
Value ($000) $641 Shares 24,315 Est. Cost $26.29 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $624 Shares 3,770 Est. Cost $60.10 Unrealized +146.0%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $597 Shares 7,535 Est. Cost $83.45 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $588 Shares 5,775 Est. Cost $89.14 Unrealized
IBDR ISHARES IBONDS DEC 2026 TERM 0.1%
Value ($000) $573 Shares 21,535 Est. Cost $26.34 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $558 Shares 6,513 Est. Cost $49.38 Unrealized +42.9%
TGT TARGET CORP 0.1%
Value ($000) $512 Shares 2,119 Est. Cost $61.76 Unrealized +210.1%
PM PHILIP MORRIS INTERNATIONAL 0.1%
Value ($000) $503 Shares 5,077 Est. Cost $50.41 Unrealized +51.6%
IBDS ISHRS IBNDS DEC 27 CORP ETF 0.1%
Value ($000) $503 Shares 18,562 Est. Cost $26.64 Unrealized
XLP CONS STAPLES SELECT SECT SPDR 0.1%
Value ($000) $490 Shares 7,006 Est. Cost $50.55 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $466 Shares 4,848 Est. Cost $40.39 Unrealized +111.7%
IBDU ISHARES IBONDS DEC 2029 TERM 0.1%
Value ($000) $464 Shares 17,288 Est. Cost $25.49 Unrealized
ISHARES IBONDS 2023 H/Y INC 0.1%
Value ($000) $441 Shares 17,797 Est. Cost $24.64 Unrealized
IFF INTERNATIONAL FLAVORS & FRAGRA 0.1%
Value ($000) $399 Shares 2,667 Est. Cost $73.35 Unrealized +72.2%
IBDT ISHARES IBONDS DEC 2028 ETF 0.1%
Value ($000) $397 Shares 13,760 Est. Cost $28.04 Unrealized
INTU INTUIT INC 0.1%
Value ($000) $397 Shares 810 Est. Cost $89.42 Unrealized +371.3%
SPYG SPDR PORTFOLIO S&P 500 GROWTH 0.0%
Value ($000) $393 Shares 6,237 Est. Cost $53.21 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $387 Shares 3,913 Est. Cost $61.41 Unrealized +36.6%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $384 Shares 4,916 Est. Cost $64.49 Unrealized +2.3%
DE DEERE & CO 0.0%
Value ($000) $382 Shares 1,085 Est. Cost $196.58 Unrealized +74.4%
WFC WELLS FARGO & CO 0.0%
Value ($000) $357 Shares 7,882 Est. Cost $30.85 Unrealized +29.6%
GENERAL ELECTRIC CORP 0.0%
Value ($000) $334 Shares 24,814 Est. Cost $21.95 Unrealized
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $331 Shares 2,325 Est. Cost $14.73 Unrealized +774.7%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $320 Shares 146 Est. Cost $1933.58 Unrealized +18.8%
TSLA TESLA INC 0.0%
Value ($000) $309 Shares 455 Est. Cost $86.47 Unrealized +151.1%
MO ALTRIA GROUP INC 0.0%
Value ($000) $296 Shares 6,231 Est. Cost $17.77 Unrealized +91.2%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $292 Shares 5,997 Est. Cost $17.13 Unrealized +145.0%
TD TORONTO DOMINION BANK 0.0%
Value ($000) $278 Shares 3,974 Est. Cost $44.25 Unrealized +58.1%
FISV FISERV INC 0.0%
Value ($000) $265 Shares 2,475 Est. Cost $51.40 Unrealized +126.2%
GIS GENERAL MLS INC 0.0%
Value ($000) $260 Shares 4,282 Est. Cost $36.68 Unrealized +44.2%
GLD SPDR GOLD TRUST 0.0%
Value ($000) $253 Shares 1,525 Est. Cost $175.33 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $253 Shares 955 Est. Cost $58.02 Unrealized +331.4%
JACOBS ENGINEERING GROUP INC 0.0%
Value ($000) $230 Shares 1,726 Est. Cost $55.65 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $226 Shares 4,190 Est. Cost $70.41 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $218 Shares 1,355 Est. Cost $74.99 Unrealized +107.7%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $209 Shares 1,540 Est. Cost $79.19 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $203 Shares 2,488 Est. Cost $47.48 Unrealized +51.0%
IBDV ISHARES IBONDS DEC 2030 CORP E 0.0%
Value ($000) $202 Shares 7,934 Est. Cost $25.66 Unrealized
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $200 Shares 1,150 Est. Cost $78.49 Unrealized +91.9%
CMCSA COMCAST CORP-CL A 0.0%
Value ($000) $197 Shares 3,446 Est. Cost $29.56 Unrealized +66.0%
BAX BAXTER INTL INC 0.0%
Value ($000) $188 Shares 2,330 Est. Cost $33.28 Unrealized +127.4%
ISHARES IBONDS 2022 H/Y INC 0.0%
Value ($000) $163 Shares 6,694 Est. Cost $24.25 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $159 Shares 556 Est. Cost $161.87 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $150 Shares 2,905 Est. Cost $21.40 Unrealized +105.0%
KAI KADANT INC 0.0%
Value ($000) $142 Shares 809 Est. Cost $25.19 Unrealized +582.8%
NUSC NUVEEN ESG SMALL-CAP ETF 0.0%
Value ($000) $141 Shares 3,133 Est. Cost $43.24 Unrealized
CLX CLOROX COMPANY 0.0%
Value ($000) $141 Shares 789 Est. Cost $82.44 Unrealized +91.0%
AAXJ ISHARES MSCI ALL COUNTRY ASIA 0.0%
Value ($000) $139 Shares 1,478 Est. Cost $67.83 Unrealized
F FORD MOTOR CO DEL 0.0%
Value ($000) $138 Shares 9,300 Est. Cost $6.99 Unrealized +44.2%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $138 Shares 617 Est. Cost $74.07 Unrealized +176.8%
OGN ORGANON & CO 0.0%
Value ($000) $137 Shares 4,568 Est. Cost $26.93 Unrealized 0.0%
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $131 Shares 2,372 Est. Cost $41.33 Unrealized +13.8%
EOG EOG RES INC 0.0%
Value ($000) $130 Shares 1,558 Est. Cost $69.91 Unrealized -10.1%
SMH VANECK VECTORS SEMICONDUCTOR E 0.0%
Value ($000) $113 Shares 432 Est. Cost $118.06 Unrealized
XTL SPDR S&P TELECOM ETF 0.0%
Value ($000) $109 Shares 1,070 Est. Cost $69.81 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $103 Shares 695 Est. Cost $57.83 Unrealized +131.6%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $102 Shares 1,324 Est. Cost $27.15 Unrealized +12.7%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $100 Shares 1,131 Est. Cost $70.69 Unrealized +14.2%
KKR KKR & CO INC CL A 0.0%
Value ($000) $99 Shares 1,670 Est. Cost $21.08 Unrealized +153.0%
BX BLACKSTONE GROUP INC CL A 0.0%
Value ($000) $98 Shares 1,008 Est. Cost $39.22 Unrealized +94.4%
FTV FORTIVE CORP 0.0%
Value ($000) $98 Shares 1,407 Est. Cost $46.11 Unrealized +14.6%
DOW DOW INC 0.0%
Value ($000) $91 Shares 1,439 Est. Cost $37.05 Unrealized +37.8%
GLW CORNING INC 0.0%
Value ($000) $89 Shares 2,184 Est. Cost $21.48 Unrealized +78.3%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $84 Shares 986 Est. Cost $61.61 Unrealized +18.0%
BDX BECTON DICKINSON 0.0%
Value ($000) $81 Shares 335 Est. Cost $139.72 Unrealized +59.0%
CME CME GROUP INC 0.0%
Value ($000) $80 Shares 378 Est. Cost $135.79 Unrealized +29.3%
LINDE PLC 0.0%
Value ($000) $80 Shares 275 Est. Cost $156.36 Unrealized
HE HAWAIIAN ELECTRIC INDUSTRIES I 0.0%
Value ($000) $74 Shares 1,750 Est. Cost $35.20 Unrealized +23.0%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $73 Shares 974 Est. Cost $74.95 Unrealized
ACN ACCENTURE PLC CL A 0.0%
Value ($000) $71 Shares 242 Est. Cost $121.97 Unrealized +119.9%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $66 Shares 500 Est. Cost $46.22 Unrealized +159.2%
KELLOGG CO 0.0%
Value ($000) $64 Shares 1,000 Est. Cost $39.09 Unrealized +31.9%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $63 Shares 315 Est. Cost $134.54 Unrealized +55.5%
GDX VANECK VECTORS GOLD MINERS ETF 0.0%
Value ($000) $62 Shares 1,818 Est. Cost $35.75 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $62 Shares 415 Est. Cost $19.24 Unrealized +259.3%
ANTARES PHARMA INC 0.0%
Value ($000) $61 Shares 14,000 Est. Cost $3.36 Unrealized
ENB ENBRIDGE INCORPORATED 0.0%
Value ($000) $60 Shares 1,500 Est. Cost $23.77 Unrealized +20.5%
CVS CVS HEALTH CORP 0.0%
Value ($000) $59 Shares 712 Est. Cost $52.34 Unrealized +34.6%
GM GENERAL MOTORS CO 0.0%
Value ($000) $59 Shares 1,000 Est. Cost $29.19 Unrealized +94.3%
BP BP PLC SPONS ADR 0.0%
Value ($000) $56 Shares 2,122 Est. Cost $35.57 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $55 Shares 125 Est. Cost $219.67 Unrealized +91.3%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $53 Shares 739 Est. Cost $41.97 Unrealized +55.3%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $53 Shares 36 Est. Cost $13.42 Unrealized +818.0%
MET METLIFE INC 0.0%
Value ($000) $53 Shares 894 Est. Cost $30.67 Unrealized +79.6%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $50 Shares 490 Est. Cost $41.66 Unrealized +96.3%
BBH VANECK VECTORS BIOTECH ETF 0.0%
Value ($000) $50 Shares 250 Est. Cost $104.00 Unrealized
VIRGIN GALACTIC HOLDINGS INC 0.0%
Value ($000) $49 Shares 1,057 Est. Cost $16.08 Unrealized
WTRG ESSENTIAL UTILITIES INC 0.0%
Value ($000) $49 Shares 1,082 Est. Cost $47.18 Unrealized -0.6%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $49 Shares 105 Est. Cost $147.28 Unrealized +191.9%
KIE SPDR S&P INSURANCE ETF 0.0%
Value ($000) $49 Shares 1,260 Est. Cost $41.27 Unrealized
BA BOEING CO 0.0%
Value ($000) $49 Shares 205 Est. Cost $248.54 Unrealized -2.7%
BUZZ VANECK VECTORS SOC SENT ETF 0.0%
Value ($000) $47 Shares 1,750 Est. Cost $24.00 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $46 Shares 100 Est. Cost $122.30 Unrealized +189.2%
RIO RIO TINTO PLC SPONS ADR 0.0%
Value ($000) $46 Shares 550 Est. Cost $61.82 Unrealized
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $46 Shares 625 Est. Cost $48.39 Unrealized +37.6%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $46 Shares 270 Est. Cost $65.54 Unrealized +125.3%
BIL SPDR BBG BARC 1-3 MONTH T-BIL 0.0%
Value ($000) $45 Shares 490 Est. Cost $91.84 Unrealized
ALEXION PHARMACEUTICALS INC 0.0%
Value ($000) $44 Shares 240 Est. Cost $138.51 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $44 Shares 1,375 Est. Cost $56.01 Unrealized -50.4%
MNST MONSTER BEVERAGE CORP 0.0%
Value ($000) $43 Shares 475 Est. Cost $23.00 Unrealized +104.0%
IAT ISHARES US REGIONAL BANKS ETF 0.0%
Value ($000) $42 Shares 735 Est. Cost $35.37 Unrealized
VIACOMCBS INC CL B 0.0%
Value ($000) $41 Shares 909 Est. Cost $42.90 Unrealized
VGT VANGUARD INFO TECH ETF 0.0%
Value ($000) $41 Shares 104 Est. Cost $394.23 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $40 Shares 630 Est. Cost $35.10 Unrealized +55.6%
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $40 Shares 290 Est. Cost $74.58 Unrealized +86.4%
GABELLI DIVIDEND & INCOME TRUS 0.0%
Value ($000) $39 Shares 1,485 Est. Cost $19.53 Unrealized
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $38 Shares 725 Est. Cost $26.37 Unrealized +111.5%
SPG SIMON PROPERTY GROUP INC REIT 0.0%
Value ($000) $38 Shares 295 Est. Cost $107.32 Unrealized -10.3%
DTE DTE ENERGY CO 0.0%
Value ($000) $37 Shares 285 Est. Cost $40.31 Unrealized +148.5%
KBWD INVESCO KBW HIGH DIVIDEND YIEL 0.0%
Value ($000) $37 Shares 1,780 Est. Cost $10.67 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $36 Shares 400 Est. Cost $47.83 Unrealized +68.6%
NOC NORTHROP GRUMMAN CORPORATION 0.0%
Value ($000) $35 Shares 97 Est. Cost $198.34 Unrealized +68.3%
CHKP CHECK POINT SOFTWARE TECH LTD 0.0%
Value ($000) $35 Shares 300 Est. Cost $82.01 Unrealized +43.9%
HYD VANECK VECTORS HIGH YIELD MUNI 0.0%
Value ($000) $35 Shares 547 Est. Cost $63.99 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $34 Shares 795 Est. Cost $38.20 Unrealized +10.1%
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $33 Shares 500 Est. Cost $26.68 Unrealized +139.0%
ROST ROSS STORES INC 0.0%
Value ($000) $31 Shares 249 Est. Cost $43.44 Unrealized +172.5%
FE FIRSTENERGY CORP 0.0%
Value ($000) $30 Shares 801 Est. Cost $23.37 Unrealized +31.9%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $30 Shares 222 Est. Cost $75.13 Unrealized +49.6%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $29 Shares 95 Est. Cost $142.37 Unrealized +104.4%
EBAY EBAY INC 0.0%
Value ($000) $28 Shares 400 Est. Cost $20.07 Unrealized +187.5%
AOS SMITH A O CORPORATION 0.0%
Value ($000) $28 Shares 390 Est. Cost $30.80 Unrealized +106.3%
EEM ISHARES MSCI EMERGING MKT ETF 0.0%
Value ($000) $27 Shares 489 Est. Cost $37.70 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $27 Shares 210 Est. Cost $69.27 Unrealized +59.9%
XYZ SQUARE INC CL A 0.0%
Value ($000) $27 Shares 110 Est. Cost $233.83 Unrealized -0.8%
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $26 Shares 122 Est. Cost $76.16 Unrealized +156.8%
ASH ASHLAND GLOBAL HOLDINGS INC 0.0%
Value ($000) $25 Shares 291 Est. Cost $63.18 Unrealized +30.8%
REMARK HOLDINGS INC 0.0%
Value ($000) $25 Shares 13,453 Est. Cost $1.86 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $23 Shares 80 Est. Cost $149.48 Unrealized +90.8%
IDA IDACORP INC 0.0%
Value ($000) $23 Shares 232 Est. Cost $92.64 Unrealized +8.2%
CERNER CORP 0.0%
Value ($000) $23 Shares 295 Est. Cost $60.32 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $22 Shares 400 Est. Cost $32.88 Unrealized +58.8%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $22 Shares 45 Est. Cost $244.26 Unrealized
NVAX NOVAVAX INC 0.0%
Value ($000) $21 Shares 100 Est. Cost $106.29 Unrealized +72.4%
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $20 Shares 350 Est. Cost $38.77 Unrealized +21.7%
FDS FACTSET RESEARCH SYSTEM INC 0.0%
Value ($000) $20 Shares 60 Est. Cost $109.64 Unrealized +185.8%
JKHY JACK HENRY & ASSOC INC 0.0%
Value ($000) $20 Shares 120 Est. Cost $50.60 Unrealized +198.1%
NBTB NBT BANCORP INC COM 0.0%
Value ($000) $20 Shares 565 Est. Cost $28.41 Unrealized +36.1%
MDU MDU RESOURCES GROUP INC 0.0%
Value ($000) $19 Shares 600 Est. Cost $6.20 Unrealized +76.6%
TMP TOMPKINS FINANCIAL CORPORATION 0.0%
Value ($000) $19 Shares 240 Est. Cost $31.71 Unrealized +112.6%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $19 Shares 235 Est. Cost $63.37 Unrealized
LEXINGTON REALTY TRUST REIT 0.0%
Value ($000) $18 Shares 1,500 Est. Cost $9.33 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $18 Shares 1,260 Est. Cost $13.32 Unrealized -10.9%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $18 Shares 100 Est. Cost $93.73 Unrealized +79.2%
US CONCRETE INC 0.0%
Value ($000) $18 Shares 250 Est. Cost $28.00 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $18 Shares 700 Est. Cost $28.49 Unrealized -1.7%
KEY KEYCORP 0.0%
Value ($000) $17 Shares 812 Est. Cost $9.16 Unrealized +88.7%
KMPR KEMPER CORP 0.0%
Value ($000) $15 Shares 200 Est. Cost $77.06 Unrealized +0.1%
AIG AMERICAN INTERNATIONAL GROUP 0.0%
Value ($000) $15 Shares 320 Est. Cost $40.92 Unrealized +8.7%
CSX CSX CORP 0.0%
Value ($000) $14 Shares 450 Est. Cost $23.50 Unrealized +31.8%
LABORATORY CORP OF AMERICA HOL 0.0%
Value ($000) $14 Shares 50 Est. Cost $200.00 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $13 Shares 52 Est. Cost $250.00 Unrealized
TIP ISHARES BARCLAYS TIPS BOND ETF 0.0%
Value ($000) $13 Shares 100 Est. Cost $119.87 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $12 Shares 50 Est. Cost $101.17 Unrealized +76.6%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $12 Shares 200 Est. Cost $31.54 Unrealized +76.8%
PKG PACKAGING CORP OF AMERICA 0.0%
Value ($000) $12 Shares 85 Est. Cost $43.41 Unrealized +188.0%
WAB WABTEC CORP 0.0%
Value ($000) $12 Shares 150 Est. Cost $75.50 Unrealized +4.7%
BNTX BIONTECH SE SPONS ADR 0.0%
Value ($000) $11 Shares 50 Est. Cost $80.00 Unrealized
CI CIGNA CORP 0.0%
Value ($000) $10 Shares 44 Est. Cost $190.77 Unrealized +20.4%
RY ROYAL BANK OF CANADA 0.0%
Value ($000) $10 Shares 100 Est. Cost $73.00 Unrealized +35.8%
BARRICK GOLD CORP 0.0%
Value ($000) $10 Shares 500 Est. Cost $17.83 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $9 Shares 73 Est. Cost $72.80 Unrealized +48.6%
SRE SEMPRA ENERGY 0.0%
Value ($000) $9 Shares 66 Est. Cost $40.94 Unrealized +43.8%
EXEL EXELIXIS INC 0.0%
Value ($000) $9 Shares 510 Est. Cost $23.18 Unrealized +0.6%
THOMSON REUTERS CORP 0.0%
Value ($000) $9 Shares 90 Est. Cost $47.12 Unrealized
JD JD.COM INC CL A SPONS ADR 0.0%
Value ($000) $8 Shares 99 Est. Cost $40.40 Unrealized
IR INGERSOLL-RAND INC 0.0%
Value ($000) $8 Shares 163 Est. Cost $31.60 Unrealized +54.5%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $8 Shares 34 Est. Cost $235.29 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $7 Shares 221 Est. Cost $54.83 Unrealized -53.9%
TWO HARBORS INVESTMENT CORP RE 0.0%
Value ($000) $7 Shares 936 Est. Cost $12.82 Unrealized
VNT VONTIER CORP 0.0%
Value ($000) $7 Shares 204 Est. Cost $31.19 Unrealized +5.6%
IUSG ISHARES CORE S&P U.S. GROWTH E 0.0%
Value ($000) $7 Shares 72 Est. Cost $97.22 Unrealized
CMS CMS ENERGY CORP 0.0%
Value ($000) $7 Shares 121 Est. Cost $39.25 Unrealized +37.5%
VWO VANGUARD FTSE EMERGING MARKETS 0.0%
Value ($000) $7 Shares 124 Est. Cost $56.45 Unrealized
BBY BEST BUY CO INC 0.0%
Value ($000) $6 Shares 50 Est. Cost $60.29 Unrealized +57.5%
AVGO BROADCOM INC 0.0%
Value ($000) $6 Shares 13 Est. Cost $42.05 Unrealized 0.0%
JBL JABIL INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $44.74 Unrealized +21.0%
IEMG ISHARES CORE MSCI EMERGING MKT 0.0%
Value ($000) $6 Shares 90 Est. Cost $66.67 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $5 Shares 200 Est. Cost $36.28 Unrealized -43.9%
NOW SERVICENOW INC 0.0%
Value ($000) $5 Shares 10 Est. Cost $24.86 Unrealized +307.7%
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
QUAL ISHARES MSCI USA QUALITY FACTO 0.0%
Value ($000) $5 Shares 38 Est. Cost $131.58 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ET 0.0%
Value ($000) $5 Shares 23 Est. Cost $217.39 Unrealized
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $5 Shares 236 Est. Cost $20.78 Unrealized +0.8%
CCI CROWN CASTLE INTL CORP REIT 0.0%
Value ($000) $5 Shares 26 Est. Cost $150.03 Unrealized 0.0%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $4 Shares 25 Est. Cost $80.02 Unrealized +72.9%
CARLOTZ INC CL A 0.0%
Value ($000) $4 Shares 750 Est. Cost $6.67 Unrealized
BROOKFIELD PROPERTY PARTNERS L 0.0%
Value ($000) $4 Shares 225 Est. Cost $12.84 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $4 Shares 51 Est. Cost $62.72 Unrealized 0.0%
DLR DIGITAL REALTY TRUST INC REIT 0.0%
Value ($000) $3 Shares 18 Est. Cost $128.42 Unrealized 0.0%
NUE NUCOR CORP 0.0%
Value ($000) $3 Shares 35 Est. Cost $35.61 Unrealized +144.3%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $3 Shares 33 Est. Cost $21.15 Unrealized +117.4%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $3 Shares 83 Est. Cost $35.77 Unrealized -5.4%
MIND MEDICINE MINDMED INC 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $3.00 Unrealized
XLRE REAL ESTATE SELECT SECTOR SPDR 0.0%
Value ($000) $3 Shares 59 Est. Cost $31.35 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $3 Shares 24 Est. Cost $115.30 Unrealized 0.0%
TRST TRUSTCO BANK CORP NY 0.0%
Value ($000) $1 Shares 43 Est. Cost $30.13 Unrealized 0.0%
KMI KINDER MORGAN INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $23.18 Unrealized -40.8%
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $0 Shares 1 Est. Cost $37.40 Unrealized -49.6%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $21.21 Unrealized +39.6%
VOD VODAFONE GROUP SPONS ADR 0.0%
Value ($000) $0 Shares 18 Est. Cost $13.51 Unrealized
OXY/WS OCCIDENTAL PETROLEUM - WTS 8 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized