Arrow Financial Corp Diversified Active

CIK: 0000717538 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 26, 2022

Total Value ($000): $835,729 (100.0% shares, 0.0% debt)

Holdings (354)

VOO VANGUARD S&P 500 ETF 13.1%
Value ($000) $109,417 Shares 263,546 Est. Cost $366.10 Unrealized
AROW ARROW FINANCIAL CORPORATION 5.8%
Value ($000) $48,179 Shares 1,486,104 Est. Cost $15.45 Unrealized +84.2%
VO VANGUARD MID-CAP ETF 5.7%
Value ($000) $47,433 Shares 199,435 Est. Cost $221.34 Unrealized
IDEV ISHARES CORE MSCI DEV MKTS 4.9%
Value ($000) $41,249 Shares 648,259 Est. Cost $66.18 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 4.9%
Value ($000) $40,950 Shares 152,605 Est. Cost $238.42 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 4.4%
Value ($000) $37,042 Shares 343,358 Est. Cost $99.05 Unrealized
VCSH VANGUARD SHORT TERM CORP BOND 3.1%
Value ($000) $25,592 Shares 327,712 Est. Cost $81.50 Unrealized
AAPL APPLE INC 2.9%
Value ($000) $24,387 Shares 139,663 Est. Cost $81.92 Unrealized +101.2%
MSFT MICROSOFT CORP 2.6%
Value ($000) $22,143 Shares 71,819 Est. Cost $32.59 Unrealized +794.1%
QQQ INVESCO QQQ TRUST SERIES 1 2.3%
Value ($000) $19,018 Shares 52,457 Est. Cost $370.00 Unrealized
VB VANGUARD SMALL-CAP ETF 2.1%
Value ($000) $17,968 Shares 84,543 Est. Cost $214.08 Unrealized
GOOGL ALPHABET INC CL A 1.8%
Value ($000) $15,031 Shares 5,404 Est. Cost $37.43 Unrealized +260.2%
AMZN AMAZON.COM INC 1.7%
Value ($000) $14,308 Shares 4,389 Est. Cost $14.65 Unrealized +954.4%
V VISA INC CL A 1.5%
Value ($000) $12,707 Shares 57,295 Est. Cost $56.53 Unrealized +271.6%
AGG ISHARES CORE U.S. AGGREGATE 1.4%
Value ($000) $11,464 Shares 107,041 Est. Cost $109.37 Unrealized
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $8,655 Shares 48,829 Est. Cost $63.17 Unrealized +140.3%
HD HOME DEPOT INC 1.0%
Value ($000) $8,097 Shares 27,047 Est. Cost $94.69 Unrealized +231.6%
JPM JP MORGAN CHASE & CO 1.0%
Value ($000) $7,959 Shares 58,381 Est. Cost $42.75 Unrealized +212.7%
BND VANGUARD TOTAL BOND MARKET ETF 0.9%
Value ($000) $7,893 Shares 99,232 Est. Cost $83.65 Unrealized
UNH UNITEDHEALTH GROUP INC 0.9%
Value ($000) $7,797 Shares 15,290 Est. Cost $81.05 Unrealized +456.7%
ADBE ADOBE INC 0.9%
Value ($000) $7,531 Shares 16,528 Est. Cost $256.50 Unrealized +87.6%
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.9%
Value ($000) $7,478 Shares 21,191 Est. Cost $113.24 Unrealized +185.6%
TMO THERMO FISHER SCIENTIFIC INC 0.9%
Value ($000) $7,366 Shares 12,471 Est. Cost $240.48 Unrealized +136.3%
SPY SPDR S&P 500 ETF TRUST 0.8%
Value ($000) $7,044 Shares 15,598 Est. Cost $207.60 Unrealized
ICE INTERCONTINENTAL EXCHANGE GROU 0.8%
Value ($000) $6,587 Shares 49,855 Est. Cost $56.36 Unrealized +117.5%
PFE PFIZER INC 0.8%
Value ($000) $6,412 Shares 123,862 Est. Cost $17.58 Unrealized +141.6%
IGSB ISHARES 1-5Y INV GRADE CORP ET 0.7%
Value ($000) $6,223 Shares 120,332 Est. Cost $60.79 Unrealized
PG PROCTER & GAMBLE CO 0.7%
Value ($000) $5,977 Shares 39,122 Est. Cost $59.12 Unrealized +140.4%
ORCL ORACLE CORPORATION 0.7%
Value ($000) $5,719 Shares 69,121 Est. Cost $37.73 Unrealized +104.0%
SYK STRYKER CORPORATION 0.7%
Value ($000) $5,605 Shares 20,967 Est. Cost $115.63 Unrealized +114.7%
BLACKROCK INC CL A 0.6%
Value ($000) $5,416 Shares 7,087 Est. Cost $352.49 Unrealized
BAC BANK OF AMERICA CORP 0.6%
Value ($000) $5,316 Shares 128,971 Est. Cost $15.14 Unrealized +169.5%
CRM SALESFORCE.COM 0.6%
Value ($000) $5,225 Shares 24,611 Est. Cost $47.81 Unrealized +344.8%
COST COSTCO WHOLESALE CORP 0.6%
Value ($000) $5,053 Shares 8,775 Est. Cost $133.62 Unrealized +274.8%
CSCO CISCO SYSTEMS INC 0.6%
Value ($000) $5,000 Shares 89,681 Est. Cost $37.21 Unrealized +35.1%
UNP UNION PAC CORP 0.6%
Value ($000) $4,958 Shares 18,149 Est. Cost $101.00 Unrealized +128.3%
PEP PEPSICO INC 0.6%
Value ($000) $4,879 Shares 29,147 Est. Cost $56.13 Unrealized +164.4%
DIS DISNEY WALT CO NEW 0.6%
Value ($000) $4,859 Shares 35,437 Est. Cost $80.27 Unrealized +76.0%
HON HONEYWELL INTERNATIONAL INC 0.6%
Value ($000) $4,850 Shares 24,924 Est. Cost $57.34 Unrealized +197.1%
ABT ABBOTT LABS 0.6%
Value ($000) $4,660 Shares 39,362 Est. Cost $71.29 Unrealized +61.8%
NFLX NETFLIX INC 0.6%
Value ($000) $4,626 Shares 12,349 Est. Cost $11.25 Unrealized +270.0%
QCOM QUALCOMM INC 0.6%
Value ($000) $4,606 Shares 30,145 Est. Cost $87.49 Unrealized +75.5%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $4,572 Shares 55,353 Est. Cost $52.58 Unrealized +29.1%
NYF ISHARES NEW YORK MUNI BOND ETF 0.5%
Value ($000) $4,281 Shares 78,483 Est. Cost $74.30 Unrealized
AMGN AMGEN INC 0.5%
Value ($000) $4,262 Shares 17,629 Est. Cost $87.42 Unrealized +132.6%
INTC INTEL CORP 0.5%
Value ($000) $3,994 Shares 80,582 Est. Cost $31.78 Unrealized +45.3%
DLTR DOLLAR TREE INC 0.5%
Value ($000) $3,977 Shares 24,837 Est. Cost $92.78 Unrealized +52.5%
WMT WALMART INC 0.4%
Value ($000) $3,744 Shares 25,149 Est. Cost $21.83 Unrealized +104.3%
NVDA NVIDIA CORP 0.4%
Value ($000) $3,497 Shares 12,812 Est. Cost $21.68 Unrealized +15.5%
TJX TJX COS INC 0.4%
Value ($000) $3,450 Shares 56,971 Est. Cost $44.30 Unrealized +42.7%
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $3,403 Shares 66,790 Est. Cost $33.20 Unrealized +25.0%
CVX CHEVRON CORPORATION 0.4%
Value ($000) $3,252 Shares 19,973 Est. Cost $68.98 Unrealized +78.0%
PAYX PAYCHEX INC 0.4%
Value ($000) $3,230 Shares 23,668 Est. Cost $57.14 Unrealized +92.0%
PYPL PAYPAL HOLDINGS INC 0.4%
Value ($000) $3,194 Shares 27,616 Est. Cost $58.21 Unrealized +128.1%
DHR DANAHER CORP 0.4%
Value ($000) $3,058 Shares 10,425 Est. Cost $148.53 Unrealized +65.4%
CAT CATERPILLAR INC 0.4%
Value ($000) $3,057 Shares 13,722 Est. Cost $172.10 Unrealized +13.6%
MAS MASCO CORP 0.4%
Value ($000) $3,021 Shares 59,260 Est. Cost $18.35 Unrealized +200.7%
ACTIVISION BLIZZARD INC 0.4%
Value ($000) $2,973 Shares 37,107 Est. Cost $55.48 Unrealized
NKE NIKE INC-CLASS B 0.4%
Value ($000) $2,931 Shares 21,781 Est. Cost $62.00 Unrealized +112.8%
WM WASTE MANAGEMENT INC 0.3%
Value ($000) $2,924 Shares 18,444 Est. Cost $125.24 Unrealized +13.8%
TXN TEXAS INSTRUMENTS INC 0.3%
Value ($000) $2,923 Shares 15,934 Est. Cost $118.74 Unrealized +32.5%
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $2,896 Shares 39,665 Est. Cost $39.10 Unrealized +45.4%
MA MASTERCARD INC CL A 0.3%
Value ($000) $2,877 Shares 8,052 Est. Cost $210.85 Unrealized +66.8%
UPS UNITED PARCEL SERVICE CL B 0.3%
Value ($000) $2,839 Shares 13,238 Est. Cost $78.98 Unrealized +124.3%
MCD MCDONALDS CORP 0.3%
Value ($000) $2,829 Shares 11,442 Est. Cost $146.88 Unrealized +55.1%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.3%
Value ($000) $2,661 Shares 16,747 Est. Cost $46.01 Unrealized
XLB MATERIALS SELECT SECTOR SPDR F 0.3%
Value ($000) $2,644 Shares 29,987 Est. Cost $61.57 Unrealized
GOOG ALPHABET INC CL C 0.3%
Value ($000) $2,606 Shares 933 Est. Cost $44.48 Unrealized +203.4%
WMB WILLIAMS COS INC 0.3%
Value ($000) $2,582 Shares 77,297 Est. Cost $19.70 Unrealized +29.6%
SYY SYSCO CORP 0.3%
Value ($000) $2,535 Shares 31,041 Est. Cost $64.63 Unrealized +12.4%
META META PLATFORMS INC CL A 0.3%
Value ($000) $2,377 Shares 10,686 Est. Cost $60.05 Unrealized +313.3%
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $2,319 Shares 9,616 Est. Cost $147.61 Unrealized +38.8%
LOW LOWES COS INC 0.3%
Value ($000) $2,266 Shares 11,210 Est. Cost $84.24 Unrealized +153.3%
SBUX STARBUCKS CORP 0.2%
Value ($000) $2,086 Shares 22,937 Est. Cost $37.98 Unrealized +126.3%
DPZ DOMINOS PIZZA INC 0.2%
Value ($000) $2,076 Shares 5,100 Est. Cost $109.44 Unrealized +277.3%
MS MORGAN STANLEY 0.2%
Value ($000) $2,032 Shares 23,245 Est. Cost $20.97 Unrealized +303.5%
SUSB ISHARES ESG AWARE 1-5 YEAR USD 0.2%
Value ($000) $1,998 Shares 81,136 Est. Cost $25.89 Unrealized
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $1,915 Shares 10,482 Est. Cost $132.85 Unrealized +19.5%
ISHARES IBONDS DEC 2023 TERM C 0.2%
Value ($000) $1,809 Shares 71,551 Est. Cost $25.73 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV 0.2%
Value ($000) $1,787 Shares 17,389 Est. Cost $67.50 Unrealized +10.1%
KO COCA COLA CO 0.2%
Value ($000) $1,786 Shares 28,803 Est. Cost $30.00 Unrealized +80.2%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $1,708 Shares 6,844 Est. Cost $215.55 Unrealized +23.6%
ISHARES IBONDS DEC 2025 TERM C 0.2%
Value ($000) $1,537 Shares 60,852 Est. Cost $25.89 Unrealized
CMI CUMMINS INC 0.2%
Value ($000) $1,535 Shares 7,481 Est. Cost $136.55 Unrealized +44.0%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $1,512 Shares 17,857 Est. Cost $55.39 Unrealized +30.1%
IBDR ISHARES IBONDS DEC 2026 TERM 0.2%
Value ($000) $1,505 Shares 61,072 Est. Cost $25.32 Unrealized
ISHARES IBONDS DEC 2022 TERM C 0.2%
Value ($000) $1,485 Shares 59,297 Est. Cost $25.22 Unrealized
ISHARES IBONDS DEC 2024 TERM 0.2%
Value ($000) $1,478 Shares 58,877 Est. Cost $25.64 Unrealized
YUM YUM! BRANDS INC 0.2%
Value ($000) $1,451 Shares 12,240 Est. Cost $99.41 Unrealized +15.1%
XLV HEALTH CARE SELECT SECTOR SPDR 0.2%
Value ($000) $1,450 Shares 10,583 Est. Cost $65.12 Unrealized
USB US BANCORP NEW 0.2%
Value ($000) $1,441 Shares 27,124 Est. Cost $26.19 Unrealized +82.7%
XLY CONS DISC SELECT SECTOR SPDR F 0.2%
Value ($000) $1,394 Shares 7,531 Est. Cost $78.88 Unrealized
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $1,332 Shares 5,782 Est. Cost $151.29 Unrealized +42.8%
ECL ECOLAB INC 0.2%
Value ($000) $1,321 Shares 7,477 Est. Cost $103.56 Unrealized +73.4%
IBDS ISHRS IBNDS DEC 27 CORP ETF 0.2%
Value ($000) $1,313 Shares 52,643 Est. Cost $25.61 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $1,294 Shares 7,985 Est. Cost $58.28 Unrealized +116.9%
SUSC ISHARES ESG AWARE USD CORP BON 0.2%
Value ($000) $1,282 Shares 51,024 Est. Cost $26.95 Unrealized
IBDU ISHARES IBONDS DEC 2029 TERM 0.2%
Value ($000) $1,269 Shares 51,795 Est. Cost $25.00 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $1,238 Shares 12,369 Est. Cost $42.21 Unrealized +88.7%
XLF FINANCIAL SELECT SECTOR SPDR F 0.1%
Value ($000) $1,193 Shares 31,140 Est. Cost $21.92 Unrealized
IBDT ISHARES IBONDS DEC 2028 ETF 0.1%
Value ($000) $1,154 Shares 43,825 Est. Cost $27.02 Unrealized
FDX FEDEX CORPORATION 0.1%
Value ($000) $1,153 Shares 4,983 Est. Cost $110.79 Unrealized +95.0%
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $1,111 Shares 10,129 Est. Cost $112.20 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $1,078 Shares 3,267 Est. Cost $128.73 Unrealized +148.4%
IBDV ISHARES IBONDS DEC 2030 CORP E 0.1%
Value ($000) $1,074 Shares 46,346 Est. Cost $23.71 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $1,004 Shares 4,410 Est. Cost $45.09 Unrealized +336.8%
D DOMINION ENERGY INC 0.1%
Value ($000) $991 Shares 11,656 Est. Cost $50.89 Unrealized +31.5%
XLU UTILITIES SELECT SECTOR SPDR F 0.1%
Value ($000) $948 Shares 12,740 Est. Cost $54.55 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.1%
Value ($000) $940 Shares 7,155 Est. Cost $58.54 Unrealized +132.1%
IBDW ISHARES IBONDS DEC 2031 CORP 0.1%
Value ($000) $917 Shares 40,306 Est. Cost $22.93 Unrealized
IBM INTL. BUSINESS MACHINES CORP 0.1%
Value ($000) $910 Shares 7,000 Est. Cost $118.94 Unrealized -5.7%
MRK MERCK & CO INC 0.1%
Value ($000) $897 Shares 10,928 Est. Cost $32.70 Unrealized +113.6%
XLI INDUSTRIAL SELECT SECTOR SPDR 0.1%
Value ($000) $891 Shares 8,641 Est. Cost $53.99 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.1%
Value ($000) $885 Shares 5,349 Est. Cost $104.74 Unrealized +39.5%
VMC VULCAN MATERIALS CO 0.1%
Value ($000) $846 Shares 4,605 Est. Cost $79.36 Unrealized +127.9%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $843 Shares 8,510 Est. Cost $54.61 Unrealized +58.9%
LLY LILLY ELI & CO 0.1%
Value ($000) $811 Shares 2,833 Est. Cost $61.52 Unrealized +303.9%
ISHARES IBONDS 2023 H/Y INC 0.1%
Value ($000) $775 Shares 32,564 Est. Cost $24.38 Unrealized
TWITTER INC 0.1%
Value ($000) $775 Shares 20,015 Est. Cost $32.59 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $744 Shares 2,978 Est. Cost $142.67 Unrealized +62.6%
PSA PUBLIC STORAGE INC REIT 0.1%
Value ($000) $742 Shares 1,900 Est. Cost $201.79 Unrealized +49.2%
AMT AMERICAN TOWER CORP REIT 0.1%
Value ($000) $742 Shares 2,955 Est. Cost $170.77 Unrealized +25.8%
SO SOUTHERN COMPANY 0.1%
Value ($000) $735 Shares 10,140 Est. Cost $41.97 Unrealized +39.8%
VFC VF CORP 0.1%
Value ($000) $711 Shares 12,500 Est. Cost $81.17 Unrealized -23.6%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $706 Shares 9,310 Est. Cost $44.38 Unrealized +63.0%
MMM 3M CO 0.1%
Value ($000) $676 Shares 4,535 Est. Cost $90.38 Unrealized +26.8%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $673 Shares 3,600 Est. Cost $62.58 Unrealized +174.5%
XLC COMM. SERV. SELECT SECTOR SPDR 0.1%
Value ($000) $652 Shares 9,490 Est. Cost $49.91 Unrealized
TROW T ROWE PRICE GROUP INC 0.1%
Value ($000) $642 Shares 4,244 Est. Cost $48.87 Unrealized +164.0%
T AT&T INC 0.1%
Value ($000) $574 Shares 24,276 Est. Cost $15.04 Unrealized -0.9%
SPYG SPDR PORTFOLIO S&P 500 GROWTH 0.1%
Value ($000) $551 Shares 8,321 Est. Cost $57.85 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $488 Shares 1,075 Est. Cost $452.61 Unrealized
XLP CONS STAPLES SELECT SECT SPDR 0.1%
Value ($000) $480 Shares 6,317 Est. Cost $50.55 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $464 Shares 4,730 Est. Cost $40.39 Unrealized +116.5%
TSLA TESLA INC 0.1%
Value ($000) $437 Shares 405 Est. Cost $86.47 Unrealized +260.2%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $420 Shares 5,391 Est. Cost $82.36 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $408 Shares 4,351 Est. Cost $50.41 Unrealized +64.2%
ARE ALEXANDRIA REAL ESTATE EQUITIE 0.0%
Value ($000) $403 Shares 2,000 Est. Cost $128.89 Unrealized +26.2%
INTU INTUIT INC 0.0%
Value ($000) $389 Shares 810 Est. Cost $89.42 Unrealized +458.6%
DE DEERE & CO 0.0%
Value ($000) $378 Shares 910 Est. Cost $202.07 Unrealized +79.6%
WFC WELLS FARGO & CO 0.0%
Value ($000) $366 Shares 7,560 Est. Cost $30.85 Unrealized +57.2%
SPYV SPDR PORTFOLIO S&P 500 VALUE E 0.0%
Value ($000) $360 Shares 8,626 Est. Cost $31.30 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $349 Shares 4,568 Est. Cost $66.21 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $342 Shares 775 Est. Cost $273.43 Unrealized +33.5%
MO ALTRIA GROUP INC 0.0%
Value ($000) $321 Shares 6,131 Est. Cost $17.77 Unrealized +109.0%
TD TORONTO DOMINION BANK 0.0%
Value ($000) $316 Shares 3,974 Est. Cost $44.25 Unrealized +82.1%
JACOBS ENGINEERING GROUP INC 0.0%
Value ($000) $307 Shares 2,227 Est. Cost $115.13 Unrealized
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $303 Shares 2,300 Est. Cost $14.73 Unrealized +802.1%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $282 Shares 3,084 Est. Cost $62.95 Unrealized -7.0%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $273 Shares 955 Est. Cost $58.02 Unrealized +336.0%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $273 Shares 5,947 Est. Cost $17.13 Unrealized +160.3%
GLD SPDR GOLD TRUST 0.0%
Value ($000) $270 Shares 1,495 Est. Cost $175.33 Unrealized
SHY ISHARES BARCLAYS 1-3 YEAR TR E 0.0%
Value ($000) $269 Shares 3,226 Est. Cost $85.86 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $268 Shares 2,466 Est. Cost $89.14 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $260 Shares 2,341 Est. Cost $95.06 Unrealized -1.5%
FISV FISERV INC 0.0%
Value ($000) $243 Shares 2,400 Est. Cost $51.40 Unrealized +96.9%
GIS GENERAL MLS INC 0.0%
Value ($000) $234 Shares 3,445 Est. Cost $36.68 Unrealized +60.2%
IFF INTERNATIONAL FLAVORS & FRAGRA 0.0%
Value ($000) $215 Shares 1,636 Est. Cost $73.35 Unrealized +62.0%
XYZ BLOCK INC CL A 0.0%
Value ($000) $214 Shares 1,580 Est. Cost $241.81 Unrealized -49.9%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $204 Shares 3,419 Est. Cost $51.80 Unrealized +6.5%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $196 Shares 2,825 Est. Cost $71.30 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $186 Shares 2,418 Est. Cost $47.48 Unrealized +58.2%
BAX BAXTER INTL INC 0.0%
Value ($000) $180 Shares 2,330 Est. Cost $33.28 Unrealized +129.5%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $176 Shares 1,574 Est. Cost $61.41 Unrealized +45.3%
F FORD MOTOR CO DEL 0.0%
Value ($000) $163 Shares 9,650 Est. Cost $7.25 Unrealized +100.8%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $160 Shares 556 Est. Cost $161.87 Unrealized
CMCSA COMCAST CORP-CL A 0.0%
Value ($000) $157 Shares 3,348 Est. Cost $29.56 Unrealized +45.0%
KAI KADANT INC 0.0%
Value ($000) $157 Shares 809 Est. Cost $25.19 Unrealized +696.3%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $153 Shares 1,195 Est. Cost $74.99 Unrealized +55.3%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $144 Shares 2,905 Est. Cost $21.40 Unrealized +137.2%
ISHARES IBONDS 2024 H/Y INC 0.0%
Value ($000) $142 Shares 5,981 Est. Cost $23.76 Unrealized
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $142 Shares 1,580 Est. Cost $80.01 Unrealized
NUSC NUVEEN ESG SMALL-CAP ETF 0.0%
Value ($000) $134 Shares 3,353 Est. Cost $43.17 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $128 Shares 1,008 Est. Cost $39.22 Unrealized +173.3%
ENB ENBRIDGE INCORPORATED 0.0%
Value ($000) $127 Shares 2,746 Est. Cost $26.90 Unrealized +23.8%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $125 Shares 597 Est. Cost $74.07 Unrealized +175.0%
BBY BEST BUY CO INC 0.0%
Value ($000) $120 Shares 1,319 Est. Cost $91.17 Unrealized -9.9%
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $117 Shares 432 Est. Cost $118.06 Unrealized
MKC MCCORMICK & CO INC 0.0%
Value ($000) $113 Shares 1,131 Est. Cost $70.69 Unrealized +26.7%
CLX CLOROX COMPANY 0.0%
Value ($000) $103 Shares 744 Est. Cost $82.44 Unrealized +63.5%
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $102 Shares 4,094 Est. Cost $24.91 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $100 Shares 489 Est. Cost $208.25 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $99 Shares 654 Est. Cost $57.83 Unrealized +154.8%
KKR KKR & CO INC CL A 0.0%
Value ($000) $98 Shares 1,670 Est. Cost $21.08 Unrealized +188.8%
ACN ACCENTURE PLC CL A 0.0%
Value ($000) $95 Shares 280 Est. Cost $160.58 Unrealized +98.4%
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $92 Shares 1,625 Est. Cost $41.90 Unrealized +20.8%
BDX BECTON DICKINSON 0.0%
Value ($000) $90 Shares 335 Est. Cost $139.72 Unrealized +72.5%
CME CME GROUP INC 0.0%
Value ($000) $90 Shares 378 Est. Cost $135.79 Unrealized +47.8%
ASH ASHLAND GLOBAL HOLDINGS INC 0.0%
Value ($000) $88 Shares 891 Est. Cost $76.82 Unrealized +15.9%
LINDE PLC 0.0%
Value ($000) $88 Shares 275 Est. Cost $156.36 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $82 Shares 315 Est. Cost $134.54 Unrealized +76.4%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $82 Shares 35 Est. Cost $1933.58 Unrealized +18.9%
GLW CORNING INC 0.0%
Value ($000) $81 Shares 2,184 Est. Cost $21.48 Unrealized +62.6%
FTV FORTIVE CORP 0.0%
Value ($000) $81 Shares 1,328 Est. Cost $46.11 Unrealized +5.5%
RSP INVESCO S&P 500 EQUAL WEIGHT E 0.0%
Value ($000) $78 Shares 495 Est. Cost $157.58 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $78 Shares 1,057 Est. Cost $27.15 Unrealized +10.8%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $70 Shares 739 Est. Cost $41.97 Unrealized +80.1%
USIG ISHARES BROAD USD INVESTMENT G 0.0%
Value ($000) $70 Shares 1,264 Est. Cost $55.38 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $68 Shares 500 Est. Cost $46.22 Unrealized +179.4%
DOW DOW INC 0.0%
Value ($000) $68 Shares 1,068 Est. Cost $37.05 Unrealized +30.3%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $66 Shares 401 Est. Cost $101.02 Unrealized +49.7%
PENN PENN NATIONAL GAMING INC 0.0%
Value ($000) $65 Shares 1,535 Est. Cost $73.51 Unrealized -37.8%
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $64 Shares 1,670 Est. Cost $35.44 Unrealized
KELLOGG CO 0.0%
Value ($000) $64 Shares 1,000 Est. Cost $39.09 Unrealized +34.4%
HE HAWAIIAN ELECTRIC INDUSTRIES I 0.0%
Value ($000) $63 Shares 1,495 Est. Cost $35.20 Unrealized +18.3%
MET METLIFE INC 0.0%
Value ($000) $63 Shares 894 Est. Cost $30.67 Unrealized +96.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $63 Shares 632 Est. Cost $52.34 Unrealized +75.8%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $62 Shares 1,495 Est. Cost $54.30 Unrealized -33.9%
BP BP PLC SPONS ADR 0.0%
Value ($000) $62 Shares 2,122 Est. Cost $34.85 Unrealized
MBB ISHARES MBS ETF 0.0%
Value ($000) $57 Shares 559 Est. Cost $101.97 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $56 Shares 475 Est. Cost $47.86 Unrealized +96.7%
EOG EOG RES INC 0.0%
Value ($000) $56 Shares 470 Est. Cost $69.91 Unrealized +33.7%
WTRG ESSENTIAL UTILITIES INC 0.0%
Value ($000) $55 Shares 1,082 Est. Cost $47.18 Unrealized +2.3%
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $53 Shares 625 Est. Cost $48.39 Unrealized +72.3%
KIE SPDR S&P INSURANCE ETF 0.0%
Value ($000) $53 Shares 1,260 Est. Cost $41.27 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $51 Shares 675 Est. Cost $44.33 Unrealized +55.6%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $50 Shares 105 Est. Cost $147.28 Unrealized +198.2%
RIO RIO TINTO PLC SPONS ADR 0.0%
Value ($000) $48 Shares 600 Est. Cost $62.22 Unrealized
RPV INVESCO S&P 500 PURE VALUE ETF 0.0%
Value ($000) $48 Shares 557 Est. Cost $86.18 Unrealized
GFS GLOBALFOUNDRIES INC 0.0%
Value ($000) $48 Shares 775 Est. Cost $61.57 Unrealized -4.2%
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $45 Shares 260 Est. Cost $74.58 Unrealized +115.0%
MNST MONSTER BEVERAGE CORP 0.0%
Value ($000) $44 Shares 545 Est. Cost $25.44 Unrealized +64.9%
BA BOEING CO 0.0%
Value ($000) $44 Shares 230 Est. Cost $245.77 Unrealized -18.3%
VGT VANGUARD INFO TECH ETF 0.0%
Value ($000) $43 Shares 104 Est. Cost $394.23 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $43 Shares 680 Est. Cost $38.07 Unrealized +54.1%
IAT ISHARES US REGIONAL BANKS ETF 0.0%
Value ($000) $43 Shares 735 Est. Cost $35.37 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $43 Shares 250 Est. Cost $315.28 Unrealized -46.6%
BBH VANECK BIOTECH ETF 0.0%
Value ($000) $41 Shares 250 Est. Cost $104.00 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $41 Shares 100 Est. Cost $394.19 Unrealized 0.0%
GWW GRAINGER W W INC 0.0%
Value ($000) $39 Shares 75 Est. Cost $219.67 Unrealized +115.5%
ADSK AUTODESK INC 0.0%
Value ($000) $38 Shares 180 Est. Cost $194.40 Unrealized +18.5%
DTE DTE ENERGY CO 0.0%
Value ($000) $38 Shares 285 Est. Cost $40.31 Unrealized +165.1%
NOC NORTHROP GRUMMAN CORPORATION 0.0%
Value ($000) $37 Shares 82 Est. Cost $198.34 Unrealized +95.5%
GABELLI DIVIDEND & INCOME TRUS 0.0%
Value ($000) $37 Shares 1,485 Est. Cost $19.53 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $37 Shares 801 Est. Cost $23.37 Unrealized +54.6%
KBWD INVESCO KBW HIGH DIVIDEND YIEL 0.0%
Value ($000) $35 Shares 1,780 Est. Cost $10.67 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $35 Shares 795 Est. Cost $38.20 Unrealized +13.4%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $34 Shares 340 Est. Cost $61.61 Unrealized +28.6%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $34 Shares 345 Est. Cost $47.83 Unrealized +72.8%
BUZZ VANECK SOCIAL SENTIMENT ETF 0.0%
Value ($000) $34 Shares 1,750 Est. Cost $24.00 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $34 Shares 600 Est. Cost $33.81 Unrealized +23.5%
ISHARES IBONDS 2022 H/Y INC 0.0%
Value ($000) $31 Shares 1,270 Est. Cost $24.28 Unrealized
USHY ISHARES BROAD USD HIGH YIELD 0.0%
Value ($000) $31 Shares 804 Est. Cost $38.56 Unrealized
PARAMOUNT GLOBAL CL B 0.0%
Value ($000) $29 Shares 776 Est. Cost $42.90 Unrealized
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $28 Shares 600 Est. Cost $26.37 Unrealized +55.1%
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $27 Shares 122 Est. Cost $76.16 Unrealized +161.1%
DOCU DOCUSIGN INC 0.0%
Value ($000) $27 Shares 250 Est. Cost $232.65 Unrealized -50.7%
IDA IDACORP INC 0.0%
Value ($000) $27 Shares 232 Est. Cost $92.64 Unrealized +17.5%
FDS FACTSET RESEARCH SYSTEM INC 0.0%
Value ($000) $26 Shares 60 Est. Cost $109.64 Unrealized +270.6%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $26 Shares 90 Est. Cost $142.37 Unrealized +101.1%
GPC GENUINE PARTS CO 0.0%
Value ($000) $26 Shares 210 Est. Cost $69.27 Unrealized +67.6%
LABORATORY CORP OF AMERICA HOL 0.0%
Value ($000) $26 Shares 100 Est. Cost $255.00 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $25 Shares 205 Est. Cost $75.13 Unrealized +51.8%
ELV ANTHEM INC 0.0%
Value ($000) $25 Shares 50 Est. Cost $432.66 Unrealized 0.0%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $25 Shares 323 Est. Cost $77.40 Unrealized
AOS SMITH A O CORPORATION 0.0%
Value ($000) $25 Shares 390 Est. Cost $30.80 Unrealized +120.1%
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $25 Shares 350 Est. Cost $38.77 Unrealized +38.2%
LXP INDUSTRIAL TRUST REIT 0.0%
Value ($000) $24 Shares 1,500 Est. Cost $9.33 Unrealized
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $24 Shares 36 Est. Cost $13.42 Unrealized +511.7%
JKHY JACK HENRY & ASSOC INC 0.0%
Value ($000) $24 Shares 120 Est. Cost $50.60 Unrealized +229.1%
CHKP CHECK POINT SOFTWARE TECH LTD 0.0%
Value ($000) $24 Shares 175 Est. Cost $82.01 Unrealized +59.2%
EBAY EBAY INC 0.0%
Value ($000) $23 Shares 400 Est. Cost $20.07 Unrealized +169.2%
ROST ROSS STORES INC 0.0%
Value ($000) $23 Shares 249 Est. Cost $43.44 Unrealized +109.6%
SHV ISHARES SHORT TREASURY BOND ET 0.0%
Value ($000) $22 Shares 200 Est. Cost $110.00 Unrealized
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $21 Shares 500 Est. Cost $26.68 Unrealized +76.5%
AIG AMERICAN INTERNATIONAL GROUP 0.0%
Value ($000) $20 Shares 320 Est. Cost $40.92 Unrealized +34.5%
TMP TOMPKINS FINANCIAL CORPORATION 0.0%
Value ($000) $19 Shares 240 Est. Cost $31.71 Unrealized +117.4%
IEMG ISHARES CORE MSCI EMERGING MKT 0.0%
Value ($000) $18 Shares 330 Est. Cost $57.85 Unrealized
EEM ISHARES MSCI EMERGING MKT ETF 0.0%
Value ($000) $18 Shares 397 Est. Cost $37.70 Unrealized
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $18 Shares 833 Est. Cost $21.61 Unrealized
NDAQ NASDAQ INC 0.0%
Value ($000) $18 Shares 100 Est. Cost $55.99 Unrealized 0.0%
KEY KEYCORP 0.0%
Value ($000) $18 Shares 812 Est. Cost $9.16 Unrealized +121.7%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $18 Shares 200 Est. Cost $31.54 Unrealized +120.8%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $17 Shares 300 Est. Cost $32.88 Unrealized +49.6%
CSX CSX CORP 0.0%
Value ($000) $17 Shares 450 Est. Cost $23.50 Unrealized +42.5%
HTZ HERTZ GLOBAL HOLDINGS INC 0.0%
Value ($000) $16 Shares 735 Est. Cost $25.48 Unrealized -17.6%
MDU MDU RESOURCES GROUP INC 0.0%
Value ($000) $16 Shares 600 Est. Cost $6.20 Unrealized +52.4%
PSX PHILLIPS 66 0.0%
Value ($000) $15 Shares 175 Est. Cost $49.38 Unrealized +47.5%
TGT TARGET CORP 0.0%
Value ($000) $14 Shares 66 Est. Cost $61.76 Unrealized +209.8%
CCI CROWN CASTLE INTL CORP REIT 0.0%
Value ($000) $14 Shares 75 Est. Cost $145.74 Unrealized 0.0%
WAB WABTEC CORP 0.0%
Value ($000) $14 Shares 150 Est. Cost $75.50 Unrealized +20.0%
CCL CARNIVAL CORP 0.0%
Value ($000) $14 Shares 700 Est. Cost $28.49 Unrealized -29.0%
NBTB NBT BANCORP INC COM 0.0%
Value ($000) $13 Shares 365 Est. Cost $29.42 Unrealized +32.1%
PKG PACKAGING CORP OF AMERICA 0.0%
Value ($000) $13 Shares 85 Est. Cost $43.41 Unrealized +198.7%
FLOT ISHARES FLOATING RATE BOND ETF 0.0%
Value ($000) $13 Shares 262 Est. Cost $49.62 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $13 Shares 52 Est. Cost $250.00 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $122.30 Unrealized +20.0%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $12 Shares 25 Est. Cost $244.26 Unrealized
KD KYNDRYL HOLDINGS INC 0.0%
Value ($000) $12 Shares 900 Est. Cost $21.59 Unrealized -30.3%
NOW SERVICENOW INC 0.0%
Value ($000) $12 Shares 20 Est. Cost $68.46 Unrealized +63.7%
CF ACQUISITION CORP VI CL A 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $12.00 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $12 Shares 1,086 Est. Cost $13.32 Unrealized -17.0%
BARRICK GOLD CORP 0.0%
Value ($000) $12 Shares 500 Est. Cost $17.83 Unrealized
EXEL EXELIXIS INC 0.0%
Value ($000) $12 Shares 510 Est. Cost $23.18 Unrealized -15.7%
RY ROYAL BANK OF CANADA 0.0%
Value ($000) $11 Shares 100 Est. Cost $73.00 Unrealized +53.6%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $11 Shares 150 Est. Cost $63.37 Unrealized
KMPR KEMPER CORP 0.0%
Value ($000) $11 Shares 200 Est. Cost $77.06 Unrealized -28.0%
C CITIGROUP INC 0.0%
Value ($000) $11 Shares 210 Est. Cost $56.13 Unrealized -4.7%
CI CIGNA CORP 0.0%
Value ($000) $11 Shares 44 Est. Cost $190.77 Unrealized +14.5%
VIRGIN GALACTIC HOLDINGS INC 0.0%
Value ($000) $10 Shares 1,057 Est. Cost $16.08 Unrealized
THOMSON REUTERS CORP 0.0%
Value ($000) $10 Shares 90 Est. Cost $47.12 Unrealized
EXPD EXPEDITORS INTL OF WASHINGTON 0.0%
Value ($000) $9 Shares 85 Est. Cost $105.10 Unrealized 0.0%
BNTX BIONTECH SE SPONS ADR 0.0%
Value ($000) $9 Shares 50 Est. Cost $80.00 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $9 Shares 30 Est. Cost $292.14 Unrealized 0.0%
BABA ALIBABA GROUP HOLDING LTD SPON 0.0%
Value ($000) $8 Shares 75 Est. Cost $106.67 Unrealized
IFRA ISHARES U.S. INFRASTRUCTURE ET 0.0%
Value ($000) $8 Shares 200 Est. Cost $35.00 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $8 Shares 300 Est. Cost $19.24 Unrealized 0.0%
CMS CMS ENERGY CORP 0.0%
Value ($000) $8 Shares 121 Est. Cost $39.25 Unrealized +46.5%
SPG SIMON PROPERTY GROUP INC REIT 0.0%
Value ($000) $7 Shares 50 Est. Cost $107.32 Unrealized +6.7%
WDAY WORKDAY INC CL A 0.0%
Value ($000) $7 Shares 30 Est. Cost $238.31 Unrealized 0.0%
NVAX NOVAVAX INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $106.29 Unrealized -16.1%
DOX AMDOCS LTD 0.0%
Value ($000) $7 Shares 85 Est. Cost $71.96 Unrealized 0.0%
IR INGERSOLL-RAND INC 0.0%
Value ($000) $6 Shares 113 Est. Cost $50.82 Unrealized +4.9%
JBL JABIL INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $44.74 Unrealized +36.1%
COHEN & STEERS INFRASTRUCTURE 0.0%
Value ($000) $6 Shares 200 Est. Cost $25.00 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $6 Shares 73 Est. Cost $72.80 Unrealized +25.5%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $6 Shares 75 Est. Cost $70.18 Unrealized 0.0%
JD JD.COM INC CL A SPONS ADR 0.0%
Value ($000) $6 Shares 99 Est. Cost $40.40 Unrealized
MRSH MARSH & MCLENNAN COMPANIES INC 0.0%
Value ($000) $6 Shares 35 Est. Cost $148.65 Unrealized 0.0%
XTL SPDR S&P TELECOM ETF 0.0%
Value ($000) $6 Shares 70 Est. Cost $69.81 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $26.79 Unrealized -11.0%
VWO VANGUARD FTSE EMERGING MARKETS 0.0%
Value ($000) $6 Shares 124 Est. Cost $56.45 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $6 Shares 190 Est. Cost $27.02 Unrealized +5.7%
NUE NUCOR CORP 0.0%
Value ($000) $5 Shares 35 Est. Cost $35.61 Unrealized +224.4%
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $5 Shares 25 Est. Cost $78.49 Unrealized +134.9%
CB CHUBB LTD 0.0%
Value ($000) $5 Shares 25 Est. Cost $192.91 Unrealized 0.0%
DKS DICK'S SPORTING GOODS INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $100.28 Unrealized 0.0%
LHX L3 HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 20 Est. Cost $214.65 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $5 Shares 22 Est. Cost $221.78 Unrealized 0.0%
EXC EXELON CORP 0.0%
Value ($000) $5 Shares 100 Est. Cost $32.52 Unrealized +13.2%
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $5 Shares 236 Est. Cost $20.78 Unrealized -1.4%
INFINERA CORP 0.0%
Value ($000) $4 Shares 500 Est. Cost $6.00 Unrealized
VNT VONTIER CORP 0.0%
Value ($000) $4 Shares 176 Est. Cost $31.19 Unrealized -15.3%
EPD ENTERPRISE PRODS PARTNERS LP 0.0%
Value ($000) $4 Shares 150 Est. Cost $20.00 Unrealized
NTRS NORTHERN TRUST CORP 0.0%
Value ($000) $4 Shares 38 Est. Cost $104.54 Unrealized 0.0%
IUSG ISHARES CORE S&P U.S. GROWTH E 0.0%
Value ($000) $4 Shares 36 Est. Cost $97.22 Unrealized
CERNER CORP 0.0%
Value ($000) $4 Shares 45 Est. Cost $60.32 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $3 Shares 25 Est. Cost $80.02 Unrealized +59.2%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $3 Shares 35 Est. Cost $80.39 Unrealized 0.0%
XLRE REAL ESTATE SELECT SECTOR SPDR 0.0%
Value ($000) $3 Shares 59 Est. Cost $31.35 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $337.77 Unrealized 0.0%
AAXJ ISHARES MSCI ALL COUNTRY ASIA 0.0%
Value ($000) $3 Shares 46 Est. Cost $77.15 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 75 Est. Cost $35.96 Unrealized 0.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $3 Shares 83 Est. Cost $35.77 Unrealized -13.2%
VMWARE INC CL A 0.0%
Value ($000) $2 Shares 14 Est. Cost $142.86 Unrealized
ZIMVIE INC 0.0%
Value ($000) $2 Shares 92 Est. Cost $21.74 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $2 Shares 33 Est. Cost $21.15 Unrealized +142.0%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $2 Shares 33 Est. Cost $47.25 Unrealized 0.0%
CARLOTZ INC CL A 0.0%
Value ($000) $1 Shares 750 Est. Cost $6.67 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $23.18 Unrealized -38.8%
MIND MEDICINE MINDMED INC 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $3.00 Unrealized
GREENLANE HOLDINGS INC CL A 0.0%
Value ($000) $1 Shares 2,217 Est. Cost $2.26 Unrealized
TRST TRUSTCO BANK CORP NY 0.0%
Value ($000) $1 Shares 43 Est. Cost $30.13 Unrealized -5.7%
VOD VODAFONE GROUP SPONS ADR 0.0%
Value ($000) $0 Shares 18 Est. Cost $13.51 Unrealized