Arrow Financial Corp Diversified Active

CIK: 0000717538 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 28, 2022

Total Value ($000): $844,940 (100.0% shares, 0.0% debt)

Holdings (333)

VOO VANGUARD S&P 500 ETF 13.1%
Value ($000) $110,890 Shares 254,001 Est. Cost $364.26 Unrealized
VO VANGUARD MID-CAP ETF 8.6%
Value ($000) $72,982 Shares 286,464 Est. Cost $221.34 Unrealized
AROW ARROW FINANCIAL CORPORATION 6.2%
Value ($000) $52,447 Shares 1,488,687 Est. Cost $15.45 Unrealized +88.1%
VB VANGUARD SMALL-CAP ETF 3.4%
Value ($000) $28,660 Shares 126,806 Est. Cost $214.08 Unrealized
IDEV ISHARES CORE MSCI DEV MKTS 3.4%
Value ($000) $28,439 Shares 420,948 Est. Cost $67.56 Unrealized
VCSH VANGUARD SHORT TERM CORP BOND 3.3%
Value ($000) $27,939 Shares 343,831 Est. Cost $81.50 Unrealized
AAPL APPLE INC 3.1%
Value ($000) $26,392 Shares 148,629 Est. Cost $81.92 Unrealized +88.9%
MSFT MICROSOFT CORP 3.0%
Value ($000) $25,037 Shares 74,446 Est. Cost $32.59 Unrealized +861.7%
IJR ISHARES CORE S&P SMALL-CAP ETF 2.5%
Value ($000) $21,267 Shares 185,729 Est. Cost $91.56 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 2.0%
Value ($000) $16,667 Shares 58,875 Est. Cost $190.77 Unrealized
AMZN AMAZON.COM INC 1.9%
Value ($000) $15,977 Shares 4,792 Est. Cost $14.65 Unrealized +1067.8%
GOOGL ALPHABET INC CL A 1.9%
Value ($000) $15,875 Shares 5,480 Est. Cost $37.43 Unrealized +281.9%
AGG ISHARES CORE U.S. AGGREGATE 1.8%
Value ($000) $15,117 Shares 132,510 Est. Cost $109.37 Unrealized
QQQ INVESCO QQQ TRUST SERIES 1 1.6%
Value ($000) $13,624 Shares 34,245 Est. Cost $373.96 Unrealized
V VISA INC CL A 1.5%
Value ($000) $12,379 Shares 57,124 Est. Cost $56.53 Unrealized +268.2%
HD HOME DEPOT INC 1.3%
Value ($000) $11,212 Shares 27,013 Est. Cost $94.69 Unrealized +262.4%
JPM JP MORGAN CHASE & CO 1.1%
Value ($000) $9,459 Shares 59,736 Est. Cost $42.75 Unrealized +245.8%
ADBE ADOBE INC 1.1%
Value ($000) $9,073 Shares 16,001 Est. Cost $249.10 Unrealized +150.9%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $8,461 Shares 49,456 Est. Cost $63.17 Unrealized +129.7%
SPY SPDR S&P 500 ETF TRUST 0.9%
Value ($000) $7,942 Shares 16,723 Est. Cost $207.60 Unrealized
UNH UNITEDHEALTH GROUP INC 0.9%
Value ($000) $7,714 Shares 15,363 Est. Cost $81.05 Unrealized +420.9%
TMO THERMO FISHER SCIENTIFIC INC 0.9%
Value ($000) $7,439 Shares 11,149 Est. Cost $201.62 Unrealized +206.1%
PFE PFIZER INC 0.9%
Value ($000) $7,383 Shares 125,031 Est. Cost $17.58 Unrealized +128.8%
NFLX NETFLIX INC 0.9%
Value ($000) $7,352 Shares 12,204 Est. Cost $10.89 Unrealized +486.7%
ICE INTERCONTINENTAL EXCHANGE GROU 0.8%
Value ($000) $6,801 Shares 49,728 Est. Cost $56.36 Unrealized +122.4%
PG PROCTER & GAMBLE CO 0.8%
Value ($000) $6,537 Shares 39,954 Est. Cost $59.12 Unrealized +126.9%
BLACKROCK INC CL A 0.8%
Value ($000) $6,520 Shares 7,122 Est. Cost $352.49 Unrealized
PYPL PAYPAL HOLDINGS INC 0.8%
Value ($000) $6,420 Shares 34,039 Est. Cost $58.21 Unrealized +270.9%
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.8%
Value ($000) $6,382 Shares 21,347 Est. Cost $113.24 Unrealized +152.9%
CRM SALESFORCE.COM 0.7%
Value ($000) $6,239 Shares 24,551 Est. Cost $47.81 Unrealized +480.7%
BND VANGUARD TOTAL BOND MARKET ETF 0.7%
Value ($000) $6,085 Shares 71,794 Est. Cost $85.22 Unrealized
ORCL ORACLE CORPORATION 0.7%
Value ($000) $5,925 Shares 67,948 Est. Cost $37.05 Unrealized +140.0%
BAC BANK OF AMERICA CORP 0.7%
Value ($000) $5,767 Shares 129,612 Est. Cost $15.14 Unrealized +170.8%
SYK STRYKER CORPORATION 0.7%
Value ($000) $5,615 Shares 20,997 Est. Cost $115.63 Unrealized +117.2%
CSCO CISCO SYSTEMS INC 0.7%
Value ($000) $5,560 Shares 87,748 Est. Cost $36.93 Unrealized +36.7%
ABT ABBOTT LABS 0.6%
Value ($000) $5,458 Shares 38,780 Est. Cost $70.63 Unrealized +68.0%
DIS DISNEY WALT CO NEW 0.6%
Value ($000) $5,268 Shares 34,009 Est. Cost $77.71 Unrealized +103.1%
HON HONEYWELL INTERNATIONAL INC 0.6%
Value ($000) $5,197 Shares 24,929 Est. Cost $57.34 Unrealized +222.8%
COST COSTCO WHOLESALE CORP 0.6%
Value ($000) $5,187 Shares 9,137 Est. Cost $133.62 Unrealized +265.3%
PEP PEPSICO INC 0.6%
Value ($000) $5,141 Shares 29,591 Est. Cost $56.13 Unrealized +155.6%
IGSB ISHARES 1-5Y INV GRADE CORP ET 0.6%
Value ($000) $5,124 Shares 95,083 Est. Cost $63.20 Unrealized
QCOM QUALCOMM INC 0.6%
Value ($000) $4,888 Shares 26,726 Est. Cost $79.03 Unrealized +84.8%
UNP UNION PAC CORP 0.6%
Value ($000) $4,662 Shares 18,504 Est. Cost $101.00 Unrealized +112.8%
NYF ISHARES NEW YORK MUNI BOND ETF 0.5%
Value ($000) $4,378 Shares 75,541 Est. Cost $75.07 Unrealized
META META PLATFORMS INC CL A 0.5%
Value ($000) $4,307 Shares 12,806 Est. Cost $60.05 Unrealized +449.1%
TJX TJX COS INC 0.5%
Value ($000) $4,303 Shares 56,678 Est. Cost $44.30 Unrealized +47.3%
INTC INTEL CORP 0.5%
Value ($000) $4,132 Shares 80,218 Est. Cost $31.78 Unrealized +48.8%
AMGN AMGEN INC 0.5%
Value ($000) $4,005 Shares 17,804 Est. Cost $87.42 Unrealized +111.8%
MAS MASCO CORP 0.5%
Value ($000) $3,985 Shares 56,749 Est. Cost $16.72 Unrealized +257.8%
WMT WALMART INC 0.4%
Value ($000) $3,664 Shares 25,322 Est. Cost $21.83 Unrealized +106.9%
DLTR DOLLAR TREE INC 0.4%
Value ($000) $3,615 Shares 25,724 Est. Cost $92.78 Unrealized +30.9%
NKE NIKE INC-CLASS B 0.4%
Value ($000) $3,599 Shares 21,590 Est. Cost $62.00 Unrealized +149.3%
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $3,501 Shares 67,376 Est. Cost $33.20 Unrealized +21.6%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $3,482 Shares 56,906 Est. Cost $52.58 Unrealized +2.5%
PAYX PAYCHEX INC 0.4%
Value ($000) $3,167 Shares 23,197 Est. Cost $56.07 Unrealized +95.9%
DPZ DOMINOS PIZZA INC 0.4%
Value ($000) $3,160 Shares 5,600 Est. Cost $109.44 Unrealized +339.0%
DHR DANAHER CORP 0.4%
Value ($000) $3,016 Shares 9,166 Est. Cost $135.18 Unrealized +99.8%
MCD MCDONALDS CORP 0.4%
Value ($000) $2,986 Shares 11,138 Est. Cost $144.67 Unrealized +58.7%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.3%
Value ($000) $2,873 Shares 16,521 Est. Cost $44.46 Unrealized
LOW LOWES COS INC 0.3%
Value ($000) $2,846 Shares 11,010 Est. Cost $81.90 Unrealized +168.4%
MA MASTERCARD INC CL A 0.3%
Value ($000) $2,827 Shares 7,870 Est. Cost $207.59 Unrealized +62.7%
TXN TEXAS INSTRUMENTS INC 0.3%
Value ($000) $2,773 Shares 14,712 Est. Cost $115.54 Unrealized +47.3%
CAT CATERPILLAR INC 0.3%
Value ($000) $2,749 Shares 13,292 Est. Cost $171.34 Unrealized +9.0%
XLB MATERIALS SELECT SECTOR SPDR F 0.3%
Value ($000) $2,733 Shares 30,171 Est. Cost $61.57 Unrealized
SBUX STARBUCKS CORP 0.3%
Value ($000) $2,686 Shares 22,962 Est. Cost $37.98 Unrealized +169.1%
GOOG ALPHABET INC CL C 0.3%
Value ($000) $2,670 Shares 923 Est. Cost $43.50 Unrealized +229.8%
SYY SYSCO CORP 0.3%
Value ($000) $2,442 Shares 31,096 Est. Cost $64.63 Unrealized +6.4%
ACTIVISION BLIZZARD INC 0.3%
Value ($000) $2,438 Shares 36,652 Est. Cost $55.18 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $2,402 Shares 38,520 Est. Cost $38.57 Unrealized +27.6%
CVX CHEVRON CORPORATION 0.3%
Value ($000) $2,344 Shares 19,976 Est. Cost $68.98 Unrealized +39.3%
UPS UNITED PARCEL SERVICE CL B 0.3%
Value ($000) $2,318 Shares 10,813 Est. Cost $56.96 Unrealized +195.9%
MS MORGAN STANLEY 0.3%
Value ($000) $2,294 Shares 23,370 Est. Cost $20.97 Unrealized +313.7%
WM WASTE MANAGEMENT INC 0.3%
Value ($000) $2,294 Shares 13,744 Est. Cost $119.33 Unrealized +26.3%
MDT MEDTRONIC PLC 0.3%
Value ($000) $2,198 Shares 21,241 Est. Cost $95.06 Unrealized +7.3%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $2,163 Shares 6,144 Est. Cost $209.75 Unrealized +48.4%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $2,044 Shares 9,803 Est. Cost $147.61 Unrealized +25.5%
WMB WILLIAMS COS INC 0.2%
Value ($000) $1,996 Shares 76,655 Est. Cost $19.70 Unrealized +15.5%
SUSB ISHARES ESG AWARE 1-5 YEAR USD 0.2%
Value ($000) $1,981 Shares 77,216 Est. Cost $25.96 Unrealized
FDX FEDEX CORPORATION 0.2%
Value ($000) $1,858 Shares 7,183 Est. Cost $110.79 Unrealized +98.5%
ECL ECOLAB INC 0.2%
Value ($000) $1,755 Shares 7,477 Est. Cost $103.56 Unrealized +108.1%
KO COCA COLA CO 0.2%
Value ($000) $1,715 Shares 28,971 Est. Cost $30.00 Unrealized +63.9%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $1,667 Shares 17,857 Est. Cost $55.39 Unrealized +39.6%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $1,636 Shares 10,456 Est. Cost $132.85 Unrealized +8.3%
CMI CUMMINS INC 0.2%
Value ($000) $1,608 Shares 7,373 Est. Cost $135.67 Unrealized +51.7%
NVDA NVIDIA CORP 0.2%
Value ($000) $1,602 Shares 5,445 Est. Cost $17.15 Unrealized +60.1%
USB US BANCORP NEW 0.2%
Value ($000) $1,562 Shares 27,811 Est. Cost $26.19 Unrealized +86.5%
LYB LYONDELLBASELL INDUSTRIES NV 0.2%
Value ($000) $1,553 Shares 16,837 Est. Cost $67.28 Unrealized +1.6%
YUM YUM! BRANDS INC 0.2%
Value ($000) $1,538 Shares 11,072 Est. Cost $97.83 Unrealized +20.8%
XLV HEALTH CARE SELECT SECTOR SPDR 0.2%
Value ($000) $1,498 Shares 10,631 Est. Cost $65.12 Unrealized
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $1,490 Shares 5,938 Est. Cost $151.29 Unrealized +40.4%
XLY CONS DISC SELECT SECTOR SPDR F 0.2%
Value ($000) $1,457 Shares 7,129 Est. Cost $72.89 Unrealized
SUSC ISHARES ESG AWARE USD CORP BON 0.2%
Value ($000) $1,392 Shares 51,024 Est. Cost $26.95 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $1,283 Shares 3,352 Est. Cost $128.73 Unrealized +176.9%
XLF FINANCIAL SELECT SECTOR SPDR F 0.1%
Value ($000) $1,246 Shares 31,902 Est. Cost $21.92 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $1,153 Shares 8,520 Est. Cost $58.28 Unrealized +74.5%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $1,127 Shares 4,570 Est. Cost $45.09 Unrealized +359.7%
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $1,062 Shares 9,134 Est. Cost $112.47 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.1%
Value ($000) $1,039 Shares 7,155 Est. Cost $58.54 Unrealized +145.0%
ISHARES IBONDS DEC 2023 TERM C 0.1%
Value ($000) $1,010 Shares 39,348 Est. Cost $26.09 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.1%
Value ($000) $986 Shares 5,221 Est. Cost $103.72 Unrealized +54.6%
VMC VULCAN MATERIALS CO 0.1%
Value ($000) $956 Shares 4,605 Est. Cost $79.36 Unrealized +136.1%
IBM INTL. BUSINESS MACHINES CORP 0.1%
Value ($000) $939 Shares 7,035 Est. Cost $118.94 Unrealized -10.5%
XLI INDUSTRIAL SELECT SECTOR SPDR 0.1%
Value ($000) $936 Shares 8,842 Est. Cost $53.99 Unrealized
XLU UTILITIES SELECT SECTOR SPDR F 0.1%
Value ($000) $925 Shares 12,910 Est. Cost $54.55 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $915 Shares 11,656 Est. Cost $50.89 Unrealized +22.1%
VFC VF CORP 0.1%
Value ($000) $915 Shares 12,500 Est. Cost $81.17 Unrealized -10.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $908 Shares 12,584 Est. Cost $42.21 Unrealized +48.4%
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $907 Shares 2,978 Est. Cost $142.67 Unrealized +84.8%
JACOBS ENGINEERING GROUP INC 0.1%
Value ($000) $873 Shares 6,270 Est. Cost $115.13 Unrealized
TWITTER INC 0.1%
Value ($000) $865 Shares 20,015 Est. Cost $32.59 Unrealized
AMT AMERICAN TOWER CORP REIT 0.1%
Value ($000) $864 Shares 2,955 Est. Cost $170.77 Unrealized +40.2%
MRK MERCK & CO INC 0.1%
Value ($000) $861 Shares 11,243 Est. Cost $32.70 Unrealized +113.8%
TROW T ROWE PRICE GROUP INC 0.1%
Value ($000) $834 Shares 4,244 Est. Cost $48.87 Unrealized +245.1%
MMM 3M CO 0.1%
Value ($000) $809 Shares 4,555 Est. Cost $90.38 Unrealized +40.8%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $793 Shares 9,301 Est. Cost $44.38 Unrealized +59.8%
LLY LILLY ELI & CO 0.1%
Value ($000) $782 Shares 2,833 Est. Cost $61.52 Unrealized +296.4%
XLC COMM. SERV. SELECT SECTOR SPDR 0.1%
Value ($000) $742 Shares 9,561 Est. Cost $49.91 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $735 Shares 8,543 Est. Cost $54.61 Unrealized +45.3%
T AT&T INC 0.1%
Value ($000) $719 Shares 29,262 Est. Cost $15.04 Unrealized -2.5%
ISHARES IBONDS DEC 2022 TERM C 0.1%
Value ($000) $697 Shares 27,738 Est. Cost $25.43 Unrealized
SO SOUTHERN COMPANY 0.1%
Value ($000) $696 Shares 10,140 Est. Cost $41.97 Unrealized +30.4%
ISHARES IBONDS DEC 2024 TERM 0.1%
Value ($000) $686 Shares 26,411 Est. Cost $26.29 Unrealized
IBDR ISHARES IBONDS DEC 2026 TERM 0.1%
Value ($000) $627 Shares 24,042 Est. Cost $26.36 Unrealized
ISHARES IBONDS DEC 2025 TERM C 0.1%
Value ($000) $619 Shares 23,436 Est. Cost $26.91 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH 0.1%
Value ($000) $585 Shares 8,071 Est. Cost $57.59 Unrealized
IBDU ISHARES IBONDS DEC 2029 TERM 0.1%
Value ($000) $577 Shares 21,921 Est. Cost $25.68 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $576 Shares 3,520 Est. Cost $60.10 Unrealized +169.2%
PSA PUBLIC STORAGE INC REIT 0.1%
Value ($000) $543 Shares 1,450 Est. Cost $170.95 Unrealized +61.2%
IBDS ISHRS IBNDS DEC 27 CORP ETF 0.1%
Value ($000) $540 Shares 20,290 Est. Cost $26.67 Unrealized
ISHARES IBONDS 2023 H/Y INC 0.1%
Value ($000) $539 Shares 22,085 Est. Cost $24.65 Unrealized
XLP CONS STAPLES SELECT SECT SPDR 0.1%
Value ($000) $528 Shares 6,850 Est. Cost $50.55 Unrealized
INTU INTUIT INC 0.1%
Value ($000) $521 Shares 810 Est. Cost $89.42 Unrealized +572.6%
IBDT ISHARES IBONDS DEC 2028 ETF 0.1%
Value ($000) $481 Shares 17,008 Est. Cost $28.11 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $466 Shares 4,025 Est. Cost $89.14 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE E 0.1%
Value ($000) $465 Shares 11,061 Est. Cost $31.30 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.1%
Value ($000) $457 Shares 4,801 Est. Cost $50.41 Unrealized +51.4%
ARE ALEXANDRIA REAL ESTATE EQUITIE 0.1%
Value ($000) $446 Shares 2,000 Est. Cost $128.89 Unrealized +33.1%
EMR EMERSON ELEC CO 0.1%
Value ($000) $440 Shares 4,730 Est. Cost $40.39 Unrealized +114.2%
TSLA TESLA INC 0.1%
Value ($000) $433 Shares 410 Est. Cost $86.47 Unrealized +287.9%
WFC WELLS FARGO & CO 0.0%
Value ($000) $369 Shares 7,700 Est. Cost $30.85 Unrealized +44.0%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $366 Shares 2,325 Est. Cost $14.73 Unrealized +847.7%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $361 Shares 1,016 Est. Cost $273.43 Unrealized +13.0%
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $360 Shares 4,335 Est. Cost $83.45 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $354 Shares 4,891 Est. Cost $51.80 Unrealized +13.5%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $323 Shares 5,947 Est. Cost $17.13 Unrealized +197.4%
AAXJ ISHARES MSCI ALL COUNTRY ASIA 0.0%
Value ($000) $322 Shares 3,886 Est. Cost $77.15 Unrealized
TD TORONTO DOMINION BANK 0.0%
Value ($000) $305 Shares 3,974 Est. Cost $44.25 Unrealized +64.8%
DE DEERE & CO 0.0%
Value ($000) $302 Shares 880 Est. Cost $196.58 Unrealized +67.1%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $292 Shares 3,096 Est. Cost $62.95 Unrealized -2.2%
MO ALTRIA GROUP INC 0.0%
Value ($000) $290 Shares 6,131 Est. Cost $17.77 Unrealized +84.6%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $290 Shares 5,240 Est. Cost $66.21 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $284 Shares 955 Est. Cost $58.02 Unrealized +339.9%
SHY ISHARES BARCLAYS 1-3 YEAR TR E 0.0%
Value ($000) $276 Shares 3,226 Est. Cost $85.86 Unrealized
IBDV ISHARES IBONDS DEC 2030 CORP E 0.0%
Value ($000) $267 Shares 10,619 Est. Cost $25.54 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $265 Shares 1,641 Est. Cost $241.81 Unrealized -10.4%
FISV FISERV INC 0.0%
Value ($000) $257 Shares 2,475 Est. Cost $51.40 Unrealized +101.2%
GLD SPDR GOLD TRUST 0.0%
Value ($000) $256 Shares 1,495 Est. Cost $175.33 Unrealized
IFF INTERNATIONAL FLAVORS & FRAGRA 0.0%
Value ($000) $246 Shares 1,636 Est. Cost $73.35 Unrealized +76.7%
GIS GENERAL MLS INC 0.0%
Value ($000) $233 Shares 3,445 Est. Cost $36.68 Unrealized +50.6%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $217 Shares 2,488 Est. Cost $47.48 Unrealized +65.2%
BAX BAXTER INTL INC 0.0%
Value ($000) $200 Shares 2,330 Est. Cost $33.28 Unrealized +119.8%
F FORD MOTOR CO DEL 0.0%
Value ($000) $200 Shares 9,650 Est. Cost $7.25 Unrealized +93.2%
KAI KADANT INC 0.0%
Value ($000) $186 Shares 809 Est. Cost $25.19 Unrealized +766.7%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $178 Shares 556 Est. Cost $161.87 Unrealized
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $176 Shares 1,580 Est. Cost $80.01 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $169 Shares 2,905 Est. Cost $21.40 Unrealized +138.5%
CMCSA COMCAST CORP-CL A 0.0%
Value ($000) $168 Shares 3,348 Est. Cost $29.56 Unrealized +56.1%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $166 Shares 1,574 Est. Cost $61.41 Unrealized +40.5%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $162 Shares 1,275 Est. Cost $74.99 Unrealized +68.3%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $148 Shares 597 Est. Cost $74.07 Unrealized +183.9%
NUSC NUVEEN ESG SMALL-CAP ETF 0.0%
Value ($000) $141 Shares 3,353 Est. Cost $43.17 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $133 Shares 432 Est. Cost $118.06 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $130 Shares 1,008 Est. Cost $39.22 Unrealized +196.0%
BBY BEST BUY CO INC 0.0%
Value ($000) $129 Shares 1,274 Est. Cost $91.49 Unrealized +2.5%
CLX CLOROX COMPANY 0.0%
Value ($000) $129 Shares 744 Est. Cost $82.44 Unrealized +76.6%
KKR KKR & CO INC CL A 0.0%
Value ($000) $124 Shares 1,670 Est. Cost $21.08 Unrealized +237.9%
ETN EATON CORP PLC 0.0%
Value ($000) $113 Shares 654 Est. Cost $57.83 Unrealized +168.8%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $109 Shares 1,131 Est. Cost $70.69 Unrealized +9.9%
ENB ENBRIDGE INCORPORATED 0.0%
Value ($000) $107 Shares 2,746 Est. Cost $26.90 Unrealized +14.0%
FTV FORTIVE CORP 0.0%
Value ($000) $101 Shares 1,328 Est. Cost $46.11 Unrealized +20.4%
ASH ASHLAND GLOBAL HOLDINGS INC 0.0%
Value ($000) $101 Shares 941 Est. Cost $76.82 Unrealized +21.0%
LINDE PLC 0.0%
Value ($000) $95 Shares 275 Est. Cost $156.36 Unrealized
ACN ACCENTURE PLC CL A 0.0%
Value ($000) $93 Shares 225 Est. Cost $121.97 Unrealized +181.5%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $93 Shares 39 Est. Cost $1933.58 Unrealized +20.6%
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $89 Shares 1,525 Est. Cost $41.33 Unrealized +20.3%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $87 Shares 500 Est. Cost $46.22 Unrealized +203.9%
CME CME GROUP INC 0.0%
Value ($000) $86 Shares 378 Est. Cost $135.79 Unrealized +36.1%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $85 Shares 1,057 Est. Cost $27.15 Unrealized +7.6%
BDX BECTON DICKINSON 0.0%
Value ($000) $84 Shares 335 Est. Cost $139.72 Unrealized +59.9%
GLW CORNING INC 0.0%
Value ($000) $81 Shares 2,184 Est. Cost $21.48 Unrealized +55.2%
PENN PENN NATIONAL GAMING INC 0.0%
Value ($000) $80 Shares 1,535 Est. Cost $73.51 Unrealized -17.5%
IBDW ISHARES IBONDS DEC 2031 CORP 0.0%
Value ($000) $78 Shares 3,115 Est. Cost $25.04 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $74 Shares 719 Est. Cost $52.34 Unrealized +53.8%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $73 Shares 974 Est. Cost $74.95 Unrealized
HE HAWAIIAN ELECTRIC INDUSTRIES I 0.0%
Value ($000) $71 Shares 1,702 Est. Cost $35.20 Unrealized +15.3%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $69 Shares 315 Est. Cost $134.54 Unrealized +44.5%
DOW DOW INC 0.0%
Value ($000) $64 Shares 1,114 Est. Cost $37.05 Unrealized +21.6%
KELLOGG CO 0.0%
Value ($000) $64 Shares 1,000 Est. Cost $39.09 Unrealized +30.7%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $63 Shares 739 Est. Cost $41.97 Unrealized +62.2%
MRNA MODERNA INC 0.0%
Value ($000) $63 Shares 250 Est. Cost $315.28 Unrealized -7.3%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $62 Shares 564 Est. Cost $47.86 Unrealized +85.7%
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $61 Shares 1,918 Est. Cost $35.44 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $59 Shares 675 Est. Cost $44.33 Unrealized +66.6%
XTL SPDR S&P TELECOM ETF 0.0%
Value ($000) $58 Shares 570 Est. Cost $69.81 Unrealized
WTRG ESSENTIAL UTILITIES INC 0.0%
Value ($000) $58 Shares 1,082 Est. Cost $47.18 Unrealized +2.9%
BP BP PLC SPONS ADR 0.0%
Value ($000) $57 Shares 2,122 Est. Cost $34.85 Unrealized
MET METLIFE INC 0.0%
Value ($000) $56 Shares 894 Est. Cost $30.67 Unrealized +80.6%
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $53 Shares 625 Est. Cost $48.39 Unrealized +58.1%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $52 Shares 105 Est. Cost $147.28 Unrealized +215.0%
KIE SPDR S&P INSURANCE ETF 0.0%
Value ($000) $51 Shares 1,260 Est. Cost $41.27 Unrealized
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $50 Shares 36 Est. Cost $13.42 Unrealized +988.6%
VGT VANGUARD INFO TECH ETF 0.0%
Value ($000) $48 Shares 104 Est. Cost $394.23 Unrealized
BBH VANECK BIOTECH ETF 0.0%
Value ($000) $47 Shares 250 Est. Cost $104.00 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $46 Shares 89 Est. Cost $219.67 Unrealized +105.9%
MNST MONSTER BEVERAGE CORP 0.0%
Value ($000) $46 Shares 475 Est. Cost $23.00 Unrealized +93.2%
BA BOEING CO 0.0%
Value ($000) $46 Shares 230 Est. Cost $245.77 Unrealized -14.0%
IAT ISHARES US REGIONAL BANKS ETF 0.0%
Value ($000) $45 Shares 735 Est. Cost $35.37 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $45 Shares 680 Est. Cost $38.07 Unrealized +45.3%
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $43 Shares 260 Est. Cost $74.58 Unrealized +103.4%
EOG EOG RES INC 0.0%
Value ($000) $42 Shares 470 Est. Cost $69.91 Unrealized +4.9%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $42 Shares 235 Est. Cost $65.54 Unrealized +151.2%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $42 Shares 1,395 Est. Cost $55.62 Unrealized -48.4%
GFS GLOBALFOUNDRIES INC 0.0%
Value ($000) $42 Shares 650 Est. Cost $62.07 Unrealized 0.0%
BUZZ VANECK SOCIAL SENTIMENT ETF 0.0%
Value ($000) $41 Shares 1,750 Est. Cost $24.00 Unrealized
GABELLI DIVIDEND & INCOME TRUS 0.0%
Value ($000) $40 Shares 1,485 Est. Cost $19.53 Unrealized
RIO RIO TINTO PLC SPONS ADR 0.0%
Value ($000) $40 Shares 600 Est. Cost $62.22 Unrealized
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $38 Shares 432 Est. Cost $61.61 Unrealized +17.6%
KBWD INVESCO KBW HIGH DIVIDEND YIEL 0.0%
Value ($000) $36 Shares 1,780 Est. Cost $10.67 Unrealized
CHKP CHECK POINT SOFTWARE TECH LTD 0.0%
Value ($000) $35 Shares 300 Est. Cost $82.01 Unrealized +41.3%
DTE DTE ENERGY CO 0.0%
Value ($000) $34 Shares 285 Est. Cost $40.31 Unrealized +146.7%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $34 Shares 795 Est. Cost $38.20 Unrealized +10.0%
FE FIRSTENERGY CORP 0.0%
Value ($000) $33 Shares 801 Est. Cost $23.37 Unrealized +39.6%
AOS SMITH A O CORPORATION 0.0%
Value ($000) $33 Shares 390 Est. Cost $30.80 Unrealized +129.8%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $33 Shares 345 Est. Cost $47.83 Unrealized +66.0%
NOC NORTHROP GRUMMAN CORPORATION 0.0%
Value ($000) $32 Shares 82 Est. Cost $198.34 Unrealized +75.6%
LABORATORY CORP OF AMERICA HOL 0.0%
Value ($000) $31 Shares 100 Est. Cost $255.00 Unrealized
ISHARES IBONDS 2022 H/Y INC 0.0%
Value ($000) $31 Shares 1,270 Est. Cost $24.28 Unrealized
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $30 Shares 700 Est. Cost $26.37 Unrealized +65.6%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $30 Shares 95 Est. Cost $142.37 Unrealized +105.6%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $29 Shares 205 Est. Cost $75.13 Unrealized +53.4%
GPC GENUINE PARTS CO 0.0%
Value ($000) $29 Shares 210 Est. Cost $69.27 Unrealized +70.4%
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $29 Shares 122 Est. Cost $76.16 Unrealized +170.9%
FDS FACTSET RESEARCH SYSTEM INC 0.0%
Value ($000) $29 Shares 60 Est. Cost $109.64 Unrealized +293.2%
ROST ROSS STORES INC 0.0%
Value ($000) $28 Shares 249 Est. Cost $43.44 Unrealized +145.4%
EBAY EBAY INC 0.0%
Value ($000) $27 Shares 400 Est. Cost $20.07 Unrealized +228.9%
IDA IDACORP INC 0.0%
Value ($000) $26 Shares 232 Est. Cost $92.64 Unrealized +14.9%
NBTB NBT BANCORP INC COM 0.0%
Value ($000) $26 Shares 665 Est. Cost $29.42 Unrealized +26.9%
DOCU DOCUSIGN INC 0.0%
Value ($000) $26 Shares 170 Est. Cost $288.12 Unrealized -20.9%
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $25 Shares 500 Est. Cost $26.68 Unrealized +103.3%
EEM ISHARES MSCI EMERGING MKT ETF 0.0%
Value ($000) $24 Shares 489 Est. Cost $37.70 Unrealized
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $24 Shares 350 Est. Cost $38.77 Unrealized +35.8%
VIACOMCBS INC CL B 0.0%
Value ($000) $23 Shares 776 Est. Cost $42.90 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $23 Shares 100 Est. Cost $122.30 Unrealized +120.5%
LXP INDUSTRIAL TRUST REIT 0.0%
Value ($000) $23 Shares 1,500 Est. Cost $9.33 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $22 Shares 80 Est. Cost $149.48 Unrealized +95.0%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $22 Shares 96 Est. Cost $223.59 Unrealized
TMP TOMPKINS FINANCIAL CORPORATION 0.0%
Value ($000) $20 Shares 240 Est. Cost $31.71 Unrealized +119.9%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $20 Shares 100 Est. Cost $93.73 Unrealized +90.5%
JKHY JACK HENRY & ASSOC INC 0.0%
Value ($000) $20 Shares 120 Est. Cost $50.60 Unrealized +203.6%
KEY KEYCORP 0.0%
Value ($000) $19 Shares 812 Est. Cost $9.16 Unrealized +105.2%
MDU MDU RESOURCES GROUP INC 0.0%
Value ($000) $19 Shares 600 Est. Cost $6.20 Unrealized +61.0%
HTZ HERTZ GLOBAL HOLDINGS INC 0.0%
Value ($000) $18 Shares 735 Est. Cost $25.48 Unrealized 0.0%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $18 Shares 235 Est. Cost $63.37 Unrealized
AIG AMERICAN INTERNATIONAL GROUP 0.0%
Value ($000) $18 Shares 320 Est. Cost $40.92 Unrealized +26.6%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $17 Shares 600 Est. Cost $33.81 Unrealized -12.4%
CSX CSX CORP 0.0%
Value ($000) $17 Shares 450 Est. Cost $23.50 Unrealized +41.7%
KD KYNDRYL HOLDINGS INC 0.0%
Value ($000) $16 Shares 900 Est. Cost $21.59 Unrealized 0.0%
PSX PHILLIPS 66 0.0%
Value ($000) $15 Shares 210 Est. Cost $49.38 Unrealized +31.1%
TGT TARGET CORP 0.0%
Value ($000) $15 Shares 66 Est. Cost $61.76 Unrealized +246.8%
VTRS VIATRIS INC 0.0%
Value ($000) $15 Shares 1,086 Est. Cost $13.32 Unrealized -16.5%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $15 Shares 300 Est. Cost $32.88 Unrealized +35.7%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $14 Shares 200 Est. Cost $31.54 Unrealized +82.0%
WAB WABTEC CORP 0.0%
Value ($000) $14 Shares 150 Est. Cost $75.50 Unrealized +18.6%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $14 Shares 52 Est. Cost $250.00 Unrealized
NVAX NOVAVAX INC 0.0%
Value ($000) $14 Shares 100 Est. Cost $106.29 Unrealized +61.7%
VIRGIN GALACTIC HOLDINGS INC 0.0%
Value ($000) $14 Shares 1,057 Est. Cost $16.08 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $14 Shares 700 Est. Cost $28.49 Unrealized -24.9%
TIP ISHARES BARCLAYS TIPS BOND ETF 0.0%
Value ($000) $13 Shares 100 Est. Cost $119.87 Unrealized
BNTX BIONTECH SE SPONS ADR 0.0%
Value ($000) $13 Shares 50 Est. Cost $80.00 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $13 Shares 25 Est. Cost $244.26 Unrealized
FLAH & CRUM PFD & INCM SEC FUN 0.0%
Value ($000) $12 Shares 574 Est. Cost $20.91 Unrealized
PKG PACKAGING CORP OF AMERICA 0.0%
Value ($000) $12 Shares 85 Est. Cost $43.41 Unrealized +172.8%
KMPR KEMPER CORP 0.0%
Value ($000) $12 Shares 200 Est. Cost $77.06 Unrealized -21.0%
THOMSON REUTERS CORP 0.0%
Value ($000) $11 Shares 90 Est. Cost $47.12 Unrealized
RY ROYAL BANK OF CANADA 0.0%
Value ($000) $11 Shares 100 Est. Cost $73.00 Unrealized +42.2%
SPG SIMON PROPERTY GROUP INC REIT 0.0%
Value ($000) $10 Shares 60 Est. Cost $107.32 Unrealized +13.0%
BARRICK GOLD CORP 0.0%
Value ($000) $10 Shares 500 Est. Cost $17.83 Unrealized
CI CIGNA CORP 0.0%
Value ($000) $10 Shares 44 Est. Cost $190.77 Unrealized +3.4%
BLACKROCK ENHANCED EQUITY DIVI 0.0%
Value ($000) $10 Shares 986 Est. Cost $10.14 Unrealized
ANNALY CAPITAL MANAGEMENT REIT 0.0%
Value ($000) $9 Shares 1,110 Est. Cost $8.11 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $9 Shares 150 Est. Cost $57.18 Unrealized 0.0%
XYL XYLEM INC 0.0%
Value ($000) $9 Shares 73 Est. Cost $72.80 Unrealized +62.2%
EXEL EXELIXIS INC 0.0%
Value ($000) $9 Shares 510 Est. Cost $23.18 Unrealized -17.4%
CMS CMS ENERGY CORP 0.0%
Value ($000) $8 Shares 121 Est. Cost $39.25 Unrealized +37.7%
IUSG ISHARES CORE S&P U.S. GROWTH E 0.0%
Value ($000) $8 Shares 72 Est. Cost $97.22 Unrealized
IFRA ISHARES U.S. INFRASTRUCTURE ET 0.0%
Value ($000) $8 Shares 200 Est. Cost $35.00 Unrealized
JBL JABIL INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $44.74 Unrealized +39.3%
JD JD.COM INC CL A SPONS ADR 0.0%
Value ($000) $7 Shares 99 Est. Cost $40.40 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $6 Shares 10 Est. Cost $24.86 Unrealized +428.1%
COHEN & STEERS INFRASTRUCTURE 0.0%
Value ($000) $6 Shares 200 Est. Cost $25.00 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $32.52 Unrealized 0.0%
QUAL ISHARES MSCI USA QUALITY FACTO 0.0%
Value ($000) $6 Shares 38 Est. Cost $131.58 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS 0.0%
Value ($000) $6 Shares 124 Est. Cost $56.45 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $26.79 Unrealized +29.1%
VTI VANGUARD TOTAL STOCK MARKET ET 0.0%
Value ($000) $6 Shares 23 Est. Cost $217.39 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $6 Shares 12 Est. Cost $333.33 Unrealized
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $5 Shares 236 Est. Cost $20.78 Unrealized -6.9%
WELL WELLTOWER INC REIT 0.0%
Value ($000) $5 Shares 59 Est. Cost $75.03 Unrealized 0.0%
IEMG ISHARES CORE MSCI EMERGING MKT 0.0%
Value ($000) $5 Shares 90 Est. Cost $66.67 Unrealized
DOC HEALTHPEAK PROPERTIES INC REIT 0.0%
Value ($000) $5 Shares 131 Est. Cost $27.38 Unrealized 0.0%
PFF ISHARES PREFERRED & INCOME SEC 0.0%
Value ($000) $5 Shares 138 Est. Cost $36.23 Unrealized
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $5 Shares 25 Est. Cost $78.49 Unrealized +108.4%
VNT VONTIER CORP 0.0%
Value ($000) $5 Shares 176 Est. Cost $31.19 Unrealized +4.4%
ISHARES IBONDS 2024 H/Y INC 0.0%
Value ($000) $5 Shares 205 Est. Cost $24.39 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $5 Shares 180 Est. Cost $26.93 Unrealized +0.1%
INFINERA CORP 0.0%
Value ($000) $5 Shares 500 Est. Cost $6.00 Unrealized
TEMPLETON GLOBAL INCOME FUND 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $5.00 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $4 Shares 35 Est. Cost $35.61 Unrealized +187.9%
CERNER CORP 0.0%
Value ($000) $4 Shares 45 Est. Cost $60.32 Unrealized
XLRE REAL ESTATE SELECT SECTOR SPDR 0.0%
Value ($000) $3 Shares 59 Est. Cost $31.35 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $3 Shares 35 Est. Cost $64.49 Unrealized +1.0%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $3 Shares 25 Est. Cost $80.02 Unrealized +64.3%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $3 Shares 83 Est. Cost $35.77 Unrealized -17.5%
EPD ENTERPRISE PRODS PARTNERS LP 0.0%
Value ($000) $3 Shares 150 Est. Cost $20.00 Unrealized
CARLOTZ INC CL A 0.0%
Value ($000) $2 Shares 750 Est. Cost $6.67 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $2 Shares 33 Est. Cost $21.15 Unrealized +141.7%
VMWARE INC CL A 0.0%
Value ($000) $2 Shares 14 Est. Cost $142.86 Unrealized
GREENLANE HOLDINGS INC CL A 0.0%
Value ($000) $2 Shares 2,217 Est. Cost $2.26 Unrealized
IR INGERSOLL-RAND INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $31.60 Unrealized +79.3%
TRST TRUSTCO BANK CORP NY 0.0%
Value ($000) $1 Shares 43 Est. Cost $30.13 Unrealized -8.4%
KMI KINDER MORGAN INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $23.18 Unrealized -43.1%
MIND MEDICINE MINDMED INC 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $3.00 Unrealized
VOD VODAFONE GROUP SPONS ADR 0.0%
Value ($000) $0 Shares 18 Est. Cost $13.51 Unrealized