Arrow Financial Corp Diversified Active

CIK: 0000717538 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 25, 2022

Total Value ($000): $733,302 (100.0% shares, 0.0% debt)

Holdings (352)

VOO VANGUARD S&P 500 ETF 12.6%
Value ($000) $92,646 Shares 267,085 Est. Cost $365.85 Unrealized
AROW ARROW FINANCIAL CORPORATION 6.6%
Value ($000) $48,539 Shares 1,525,947 Est. Cost $15.74 Unrealized +67.2%
IJH ISHARES CORE S&P MID-CAP ETF 5.5%
Value ($000) $40,285 Shares 178,072 Est. Cost $236.67 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 4.7%
Value ($000) $34,234 Shares 370,449 Est. Cost $98.57 Unrealized
IDEV ISHARES CORE MSCI DEV MKTS ETF 4.6%
Value ($000) $34,056 Shares 633,719 Est. Cost $66.18 Unrealized
VO VANGUARD MID-CAP ETF 4.5%
Value ($000) $32,877 Shares 166,917 Est. Cost $221.34 Unrealized
AAPL APPLE INC 2.5%
Value ($000) $18,533 Shares 135,563 Est. Cost $81.92 Unrealized +81.4%
MSFT MICROSOFT CORP 2.4%
Value ($000) $17,577 Shares 68,434 Est. Cost $32.59 Unrealized +708.3%
QQQ INVESCO QQQ TRUST SERIES 1 2.1%
Value ($000) $15,446 Shares 55,108 Est. Cost $365.68 Unrealized
VCSH VANGUARD SHORT TERM CORP BOND 2.0%
Value ($000) $14,845 Shares 194,666 Est. Cost $81.50 Unrealized
VB VANGUARD SMALL-CAP ETF 1.7%
Value ($000) $12,540 Shares 71,202 Est. Cost $214.08 Unrealized
GOOGL ALPHABET INC CL A 1.6%
Value ($000) $11,439 Shares 5,249 Est. Cost $37.43 Unrealized +212.2%
V VISA INC CL A 1.5%
Value ($000) $11,138 Shares 56,569 Est. Cost $56.53 Unrealized +255.7%
AMZN AMAZON.COM INC 1.2%
Value ($000) $9,093 Shares 85,620 Est. Cost $119.47 Unrealized +4.7%
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $8,528 Shares 48,040 Est. Cost $63.17 Unrealized +153.2%
ISHARES IBONDS DEC 2023 TERM C 1.2%
Value ($000) $8,502 Shares 338,880 Est. Cost $25.22 Unrealized
ISHARES IBONDS DEC 2025 TERM C 1.1%
Value ($000) $8,248 Shares 333,928 Est. Cost $24.92 Unrealized
ISHARES IBONDS DEC 2024 TERM C 1.1%
Value ($000) $8,247 Shares 333,217 Est. Cost $24.91 Unrealized
ISHARES IBONDS DEC 2022 TERM C 1.1%
Value ($000) $8,210 Shares 328,264 Est. Cost $25.05 Unrealized
IBDR ISHARES IBONDS DEC 2026 TERM C 1.1%
Value ($000) $8,184 Shares 344,019 Est. Cost $24.06 Unrealized
IBDS ISHARES IBONDS DEC 2027 TERM C 1.1%
Value ($000) $7,886 Shares 330,382 Est. Cost $24.15 Unrealized
IBDT ISHARES IBONDS DEC 2028 TERM C 1.1%
Value ($000) $7,791 Shares 312,123 Est. Cost $25.25 Unrealized
HD HOME DEPOT INC 1.1%
Value ($000) $7,713 Shares 28,126 Est. Cost $101.38 Unrealized +165.3%
UNH UNITEDHEALTH GROUP INC 0.9%
Value ($000) $6,912 Shares 13,459 Est. Cost $81.05 Unrealized +481.2%
JPM JP MORGAN CHASE & CO 0.9%
Value ($000) $6,493 Shares 57,652 Est. Cost $42.75 Unrealized +164.4%
PFE PFIZER INC 0.9%
Value ($000) $6,409 Shares 122,237 Est. Cost $17.58 Unrealized +138.8%
TMO THERMO FISHER SCIENTIFIC INC 0.9%
Value ($000) $6,271 Shares 11,541 Est. Cost $240.48 Unrealized +126.5%
ADBE ADOBE INC 0.8%
Value ($000) $6,149 Shares 16,797 Est. Cost $258.91 Unrealized +57.2%
SPY SPDR S&P 500 ETF TRUST 0.8%
Value ($000) $5,948 Shares 15,767 Est. Cost $209.41 Unrealized
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.8%
Value ($000) $5,674 Shares 20,786 Est. Cost $113.24 Unrealized +177.0%
PG PROCTER & GAMBLE CO 0.8%
Value ($000) $5,533 Shares 38,481 Est. Cost $59.12 Unrealized +132.2%
AGG ISHARES CORE U.S. AGGREGATE 0.7%
Value ($000) $5,445 Shares 53,548 Est. Cost $109.37 Unrealized
ORCL ORACLE CORPORATION 0.7%
Value ($000) $4,829 Shares 69,098 Est. Cost $37.73 Unrealized +85.1%
IGSB ISHARES 1-5Y INV GRADE CORP ET 0.6%
Value ($000) $4,743 Shares 93,829 Est. Cost $60.79 Unrealized
ICE INTERCONTINENTAL EXCHANGE GROU 0.6%
Value ($000) $4,661 Shares 49,555 Est. Cost $56.36 Unrealized +80.5%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $4,555 Shares 53,187 Est. Cost $52.58 Unrealized +51.3%
PEP PEPSICO INC 0.6%
Value ($000) $4,513 Shares 27,076 Est. Cost $56.13 Unrealized +166.9%
ABT ABBOTT LABS 0.6%
Value ($000) $4,418 Shares 40,660 Est. Cost $72.41 Unrealized +46.5%
BLACKROCK INC CL A 0.6%
Value ($000) $4,335 Shares 7,118 Est. Cost $352.49 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.6%
Value ($000) $4,296 Shares 24,714 Est. Cost $57.34 Unrealized +190.0%
AMGN AMGEN INC 0.6%
Value ($000) $4,199 Shares 17,259 Est. Cost $87.42 Unrealized +150.1%
DLTR DOLLAR TREE INC 0.6%
Value ($000) $4,182 Shares 26,837 Est. Cost $97.67 Unrealized +62.2%
SYK STRYKER CORPORATION 0.6%
Value ($000) $4,126 Shares 20,745 Est. Cost $115.63 Unrealized +95.4%
BAC BANK OF AMERICA CORP 0.6%
Value ($000) $4,061 Shares 130,425 Est. Cost $15.34 Unrealized +113.4%
COST COSTCO WHOLESALE CORP 0.6%
Value ($000) $4,037 Shares 8,425 Est. Cost $133.62 Unrealized +262.9%
CRM SALESFORCE INC 0.5%
Value ($000) $4,025 Shares 24,389 Est. Cost $47.81 Unrealized +265.2%
UNP UNION PAC CORP 0.5%
Value ($000) $4,002 Shares 18,761 Est. Cost $104.52 Unrealized +99.8%
QCOM QUALCOMM INC 0.5%
Value ($000) $3,925 Shares 30,732 Est. Cost $88.20 Unrealized +41.6%
CSCO CISCO SYSTEMS INC 0.5%
Value ($000) $3,863 Shares 90,600 Est. Cost $37.27 Unrealized +14.9%
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $3,308 Shares 65,189 Est. Cost $33.20 Unrealized +20.8%
DIS DISNEY WALT CO NEW 0.5%
Value ($000) $3,305 Shares 35,012 Est. Cost $80.27 Unrealized +35.1%
TJX TJX COS INC 0.4%
Value ($000) $3,201 Shares 57,319 Est. Cost $44.30 Unrealized +29.6%
WMT WALMART INC 0.4%
Value ($000) $3,108 Shares 25,570 Est. Cost $22.20 Unrealized +98.4%
NYF ISHARES NEW YORK MUNI BOND ETF 0.4%
Value ($000) $3,079 Shares 58,539 Est. Cost $74.30 Unrealized
INTC INTEL CORP 0.4%
Value ($000) $3,065 Shares 81,902 Est. Cost $31.93 Unrealized +27.2%
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $3,029 Shares 39,340 Est. Cost $39.10 Unrealized +66.2%
MAS MASCO CORP 0.4%
Value ($000) $2,972 Shares 58,745 Est. Cost $18.35 Unrealized +168.8%
ACTIVISION BLIZZARD INC 0.4%
Value ($000) $2,958 Shares 37,990 Est. Cost $56.00 Unrealized
MCD MCDONALDS CORP 0.4%
Value ($000) $2,878 Shares 11,657 Est. Cost $148.34 Unrealized +52.6%
DHR DANAHER CORP 0.4%
Value ($000) $2,837 Shares 11,187 Est. Cost $153.83 Unrealized +47.1%
CVX CHEVRON CORPORATION 0.4%
Value ($000) $2,823 Shares 19,497 Est. Cost $68.98 Unrealized +106.9%
PAYX PAYCHEX INC 0.4%
Value ($000) $2,684 Shares 23,569 Est. Cost $57.14 Unrealized +97.5%
SYY SYSCO CORP 0.4%
Value ($000) $2,651 Shares 31,293 Est. Cost $64.63 Unrealized +17.2%
CAT CATERPILLAR INC 0.3%
Value ($000) $2,503 Shares 13,999 Est. Cost $172.60 Unrealized +14.3%
MA MASTERCARD INC CL A 0.3%
Value ($000) $2,491 Shares 7,895 Est. Cost $210.85 Unrealized +60.0%
WMB WILLIAMS COS INC 0.3%
Value ($000) $2,443 Shares 78,271 Est. Cost $19.82 Unrealized +47.3%
WM WASTE MANAGEMENT INC 0.3%
Value ($000) $2,416 Shares 15,794 Est. Cost $125.24 Unrealized +18.1%
UPS UNITED PARCEL SERVICE CL B 0.3%
Value ($000) $2,394 Shares 13,113 Est. Cost $78.98 Unrealized +94.2%
NVDA NVIDIA CORP 0.3%
Value ($000) $2,378 Shares 15,684 Est. Cost $21.16 Unrealized -11.0%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.3%
Value ($000) $2,189 Shares 17,219 Est. Cost $48.23 Unrealized
XLB MATERIALS SELECT SECTOR SPDR F 0.3%
Value ($000) $2,072 Shares 28,155 Est. Cost $61.57 Unrealized
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $2,011 Shares 9,090 Est. Cost $147.61 Unrealized +44.6%
GOOG ALPHABET INC CL C 0.3%
Value ($000) $1,997 Shares 913 Est. Cost $44.48 Unrealized +163.6%
DPZ DOMINOS PIZZA INC 0.3%
Value ($000) $1,988 Shares 5,100 Est. Cost $109.44 Unrealized +221.0%
LOW LOWES COS INC 0.3%
Value ($000) $1,896 Shares 10,857 Est. Cost $84.24 Unrealized +113.1%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $1,771 Shares 10,476 Est. Cost $132.85 Unrealized +21.8%
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,733 Shares 22,678 Est. Cost $37.98 Unrealized +85.3%
KO COCA COLA CO 0.2%
Value ($000) $1,732 Shares 27,512 Est. Cost $30.00 Unrealized +89.2%
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $1,724 Shares 11,222 Est. Cost $118.74 Unrealized +27.1%
NFLX NETFLIX INC 0.2%
Value ($000) $1,701 Shares 9,719 Est. Cost $11.25 Unrealized +97.0%
MS MORGAN STANLEY 0.2%
Value ($000) $1,671 Shares 21,970 Est. Cost $20.97 Unrealized +245.3%
META META PLATFORMS INC CL A 0.2%
Value ($000) $1,670 Shares 10,355 Est. Cost $60.05 Unrealized +219.0%
LYB LYONDELLBASELL INDUSTRIES NV 0.2%
Value ($000) $1,647 Shares 18,847 Est. Cost $68.43 Unrealized +16.2%
NKE NIKE INC-CLASS B 0.2%
Value ($000) $1,553 Shares 15,200 Est. Cost $62.00 Unrealized +79.5%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $1,532 Shares 6,844 Est. Cost $215.55 Unrealized +15.1%
CMI CUMMINS INC 0.2%
Value ($000) $1,450 Shares 7,489 Est. Cost $136.55 Unrealized +34.0%
ADP AUTOMATIC DATA PROCESSING INC 0.2%
Value ($000) $1,425 Shares 6,786 Est. Cost $100.21 Unrealized +102.1%
YUM YUM! BRANDS INC 0.2%
Value ($000) $1,418 Shares 12,503 Est. Cost $99.60 Unrealized +8.8%
XLV HEALTH CARE SELECT SECTOR SPDR 0.2%
Value ($000) $1,357 Shares 10,578 Est. Cost $65.12 Unrealized
PYPL PAYPAL HOLDINGS INC 0.2%
Value ($000) $1,302 Shares 18,643 Est. Cost $58.21 Unrealized +48.7%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $1,286 Shares 16,602 Est. Cost $55.39 Unrealized +24.3%
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $1,265 Shares 5,427 Est. Cost $151.29 Unrealized +51.0%
ABBV ABBVIE INC 0.2%
Value ($000) $1,219 Shares 7,960 Est. Cost $58.28 Unrealized +130.1%
USB US BANCORP NEW 0.2%
Value ($000) $1,186 Shares 25,781 Est. Cost $26.19 Unrealized +60.0%
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,172 Shares 13,049 Est. Cost $44.70 Unrealized +101.2%
BND VANGUARD TOTAL BOND MARKET ETF 0.2%
Value ($000) $1,142 Shares 15,178 Est. Cost $83.65 Unrealized
ECL ECOLAB INC 0.2%
Value ($000) $1,141 Shares 7,417 Est. Cost $103.56 Unrealized +53.5%
IBDU ISHARES IBONDS DEC 2029 TERM C 0.1%
Value ($000) $1,089 Shares 47,680 Est. Cost $25.00 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $1,059 Shares 9,960 Est. Cost $112.20 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR F 0.1%
Value ($000) $1,035 Shares 32,930 Est. Cost $22.44 Unrealized
XLY CONS DISC SELECT SECTOR SPDR F 0.1%
Value ($000) $1,024 Shares 7,442 Est. Cost $78.88 Unrealized
IBM INTL. BUSINESS MACHINES CORP 0.1%
Value ($000) $984 Shares 6,975 Est. Cost $118.94 Unrealized -1.2%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $943 Shares 3,177 Est. Cost $128.73 Unrealized +120.3%
MRK MERCK & CO INC 0.1%
Value ($000) $940 Shares 10,308 Est. Cost $32.70 Unrealized +142.3%
D DOMINION ENERGY INC 0.1%
Value ($000) $930 Shares 11,656 Est. Cost $50.89 Unrealized +36.3%
XLU UTILITIES SELECT SECTOR SPDR F 0.1%
Value ($000) $917 Shares 13,090 Est. Cost $54.97 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.1%
Value ($000) $827 Shares 5,555 Est. Cost $106.08 Unrealized +32.9%
IBDV ISHARES IBONDS DEC 2030 TERM C 0.1%
Value ($000) $827 Shares 38,634 Est. Cost $23.71 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $793 Shares 8,245 Est. Cost $54.61 Unrealized +62.1%
XLI INDUSTRIAL SELECT SECTOR SPDR 0.1%
Value ($000) $778 Shares 8,898 Est. Cost $54.95 Unrealized
AMT AMERICAN TOWER CORP REIT 0.1%
Value ($000) $755 Shares 2,955 Est. Cost $170.77 Unrealized +30.1%
LLY LILLY ELI & CO 0.1%
Value ($000) $754 Shares 2,325 Est. Cost $61.52 Unrealized +372.9%
TWITTER INC 0.1%
Value ($000) $749 Shares 20,015 Est. Cost $32.59 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.1%
Value ($000) $745 Shares 7,155 Est. Cost $58.54 Unrealized +95.5%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $738 Shares 9,210 Est. Cost $44.38 Unrealized +61.8%
SO SOUTHERN COMPANY 0.1%
Value ($000) $723 Shares 10,140 Est. Cost $41.97 Unrealized +53.2%
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $716 Shares 2,978 Est. Cost $142.67 Unrealized +54.8%
IBDW ISHARES IBONDS DEC 2031 TERM C 0.1%
Value ($000) $708 Shares 34,059 Est. Cost $22.93 Unrealized
ISHARES IBONDS 2023 H/Y INC 0.1%
Value ($000) $673 Shares 28,760 Est. Cost $24.38 Unrealized
VMC VULCAN MATERIALS CO 0.1%
Value ($000) $626 Shares 4,405 Est. Cost $79.36 Unrealized +102.1%
PSA PUBLIC STORAGE INC REIT 0.1%
Value ($000) $594 Shares 1,900 Est. Cost $201.79 Unrealized +43.2%
MMM 3M CO 0.1%
Value ($000) $563 Shares 4,350 Est. Cost $90.38 Unrealized +16.4%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $496 Shares 3,575 Est. Cost $62.58 Unrealized +151.8%
XLC COMM. SERV. SELECT SECTOR SPDR 0.1%
Value ($000) $481 Shares 8,862 Est. Cost $49.91 Unrealized
XLP CONS STAPLES SELECT SECT SPDR 0.1%
Value ($000) $478 Shares 6,614 Est. Cost $51.53 Unrealized
TROW T ROWE PRICE GROUP INC 0.1%
Value ($000) $474 Shares 4,178 Est. Cost $48.87 Unrealized +119.3%
T AT&T INC 0.1%
Value ($000) $464 Shares 22,188 Est. Cost $15.04 Unrealized +8.4%
SPYG SPDR PORTFOLIO S&P 500 GROWTH 0.1%
Value ($000) $434 Shares 8,302 Est. Cost $57.85 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.1%
Value ($000) $430 Shares 4,351 Est. Cost $50.41 Unrealized +69.4%
EMR EMERSON ELEC CO 0.1%
Value ($000) $376 Shares 4,730 Est. Cost $40.39 Unrealized +102.7%
SUSB ISHARES ESG AWARE 1-5 YEAR USD 0.1%
Value ($000) $374 Shares 15,520 Est. Cost $25.89 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $359 Shares 5,559 Est. Cost $81.83 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $356 Shares 4,966 Est. Cost $66.65 Unrealized
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $324 Shares 3,613 Est. Cost $89.83 Unrealized 0.0%
INTU INTUIT INC 0.0%
Value ($000) $312 Shares 810 Est. Cost $89.42 Unrealized +352.3%
FDX FEDEX CORPORATION 0.0%
Value ($000) $308 Shares 1,358 Est. Cost $110.79 Unrealized +77.6%
WFC WELLS FARGO & CO 0.0%
Value ($000) $297 Shares 7,560 Est. Cost $30.85 Unrealized +29.5%
ARE ALEXANDRIA REAL ESTATE EQUITIE 0.0%
Value ($000) $290 Shares 2,000 Est. Cost $128.89 Unrealized +10.3%
SPYV SPDR PORTFOLIO S&P 500 VALUE E 0.0%
Value ($000) $288 Shares 7,826 Est. Cost $31.30 Unrealized
DE DEERE & CO 0.0%
Value ($000) $262 Shares 875 Est. Cost $202.07 Unrealized +73.0%
TD TORONTO DOMINION BANK 0.0%
Value ($000) $261 Shares 3,974 Est. Cost $44.25 Unrealized +64.1%
GLD SPDR GOLD TRUST 0.0%
Value ($000) $261 Shares 1,550 Est. Cost $175.08 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $255 Shares 3,370 Est. Cost $36.68 Unrealized +68.6%
MO ALTRIA GROUP INC 0.0%
Value ($000) $254 Shares 6,081 Est. Cost $17.77 Unrealized +116.4%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $247 Shares 575 Est. Cost $273.43 Unrealized +45.5%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $217 Shares 955 Est. Cost $58.02 Unrealized +290.4%
FISV FISERV INC 0.0%
Value ($000) $214 Shares 2,400 Est. Cost $51.40 Unrealized +88.7%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $212 Shares 5,947 Est. Cost $17.13 Unrealized +117.7%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $209 Shares 2,300 Est. Cost $14.73 Unrealized +620.2%
MDT MEDTRONIC PLC 0.0%
Value ($000) $207 Shares 2,296 Est. Cost $95.06 Unrealized -4.9%
ISHARES IBONDS DEC 2025 MUNI E 0.0%
Value ($000) $203 Shares 7,608 Est. Cost $26.68 Unrealized
IBMO ISHARES IBONDS DEC 2026 MUNI E 0.0%
Value ($000) $203 Shares 7,994 Est. Cost $25.39 Unrealized
ISHARES IBONDS DEC 2024 MUNI E 0.0%
Value ($000) $202 Shares 7,770 Est. Cost $26.00 Unrealized
IBMP ISHARES IBONDS DEC 2027 MUNI E 0.0%
Value ($000) $202 Shares 8,042 Est. Cost $25.12 Unrealized
ISHARES IBONDS DEC 2023 MUNI E 0.0%
Value ($000) $201 Shares 7,886 Est. Cost $25.49 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $198 Shares 2,175 Est. Cost $89.14 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $197 Shares 3,096 Est. Cost $62.95 Unrealized -24.4%
SHY ISHARES BARCLAYS 1-3 YEAR TR E 0.0%
Value ($000) $184 Shares 2,226 Est. Cost $85.86 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $176 Shares 1,640 Est. Cost $62.77 Unrealized +51.9%
JACOBS ENGINEERING GROUP INC 0.0%
Value ($000) $173 Shares 1,365 Est. Cost $115.13 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $171 Shares 2,418 Est. Cost $47.48 Unrealized +46.3%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $160 Shares 720 Est. Cost $175.62 Unrealized
IFF INTERNATIONAL FLAVORS & FRAGRA 0.0%
Value ($000) $158 Shares 1,328 Est. Cost $73.35 Unrealized +53.4%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $157 Shares 2,554 Est. Cost $51.80 Unrealized +4.4%
TSLA TESLA INC 0.0%
Value ($000) $151 Shares 225 Est. Cost $86.47 Unrealized +215.7%
BAX BAXTER INTL INC 0.0%
Value ($000) $150 Shares 2,330 Est. Cost $33.28 Unrealized +99.6%
KAI KADANT INC 0.0%
Value ($000) $148 Shares 809 Est. Cost $25.19 Unrealized +626.2%
ISHARES IBONDS 2024 H/Y INC 0.0%
Value ($000) $137 Shares 6,188 Est. Cost $23.71 Unrealized
CMCSA COMCAST CORP-CL A 0.0%
Value ($000) $132 Shares 3,348 Est. Cost $29.56 Unrealized +29.8%
ASH ASHLAND GLOBAL HOLDINGS INC 0.0%
Value ($000) $123 Shares 1,191 Est. Cost $81.42 Unrealized +16.8%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $121 Shares 2,905 Est. Cost $21.40 Unrealized +87.2%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $117 Shares 1,580 Est. Cost $80.01 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $109 Shares 597 Est. Cost $74.07 Unrealized +147.1%
F FORD MOTOR CO DEL 0.0%
Value ($000) $107 Shares 9,650 Est. Cost $7.25 Unrealized +45.5%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $107 Shares 1,020 Est. Cost $74.99 Unrealized +53.2%
CLX CLOROX COMPANY 0.0%
Value ($000) $105 Shares 744 Est. Cost $82.44 Unrealized +53.5%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $94 Shares 1,131 Est. Cost $70.69 Unrealized +23.2%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $89 Shares 315 Est. Cost $134.54 Unrealized +98.9%
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $88 Shares 432 Est. Cost $118.06 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $86 Shares 1,377 Est. Cost $47.77 Unrealized +19.8%
ENB ENBRIDGE INCORPORATED 0.0%
Value ($000) $83 Shares 1,975 Est. Cost $26.90 Unrealized +31.0%
BBY BEST BUY CO INC 0.0%
Value ($000) $83 Shares 1,269 Est. Cost $91.17 Unrealized -23.4%
BDX BECTON DICKINSON 0.0%
Value ($000) $83 Shares 335 Est. Cost $139.72 Unrealized +70.7%
ETN EATON CORP PLC 0.0%
Value ($000) $82 Shares 654 Est. Cost $57.83 Unrealized +129.3%
LINDE PLC 0.0%
Value ($000) $79 Shares 275 Est. Cost $156.36 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $77 Shares 455 Est. Cost $208.25 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $77 Shares 378 Est. Cost $135.79 Unrealized +34.0%
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $77 Shares 1,625 Est. Cost $41.90 Unrealized -2.7%
ACN ACCENTURE PLC CL A 0.0%
Value ($000) $77 Shares 280 Est. Cost $160.58 Unrealized +77.2%
KKR KKR & CO INC CL A 0.0%
Value ($000) $77 Shares 1,670 Est. Cost $21.08 Unrealized +141.4%
FTV FORTIVE CORP 0.0%
Value ($000) $72 Shares 1,328 Est. Cost $46.11 Unrealized -5.6%
KELLOGG CO 0.0%
Value ($000) $71 Shares 1,000 Est. Cost $39.09 Unrealized +46.6%
CVS CVS HEALTH CORP 0.0%
Value ($000) $70 Shares 753 Est. Cost $57.74 Unrealized +48.8%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $70 Shares 739 Est. Cost $41.97 Unrealized +100.3%
GLW CORNING INC 0.0%
Value ($000) $69 Shares 2,184 Est. Cost $21.48 Unrealized +44.5%
AVGO BROADCOM INC 0.0%
Value ($000) $67 Shares 137 Est. Cost $52.39 Unrealized 0.0%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $66 Shares 500 Est. Cost $46.22 Unrealized +174.7%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $61 Shares 35 Est. Cost $1933.58 Unrealized +8.6%
HE HAWAIIAN ELECTRIC INDUSTRIES I 0.0%
Value ($000) $61 Shares 1,495 Est. Cost $35.20 Unrealized +19.5%
BP BP PLC SPONS ADR 0.0%
Value ($000) $60 Shares 2,122 Est. Cost $34.85 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $58 Shares 1,024 Est. Cost $27.15 Unrealized -6.7%
DOW DOW INC 0.0%
Value ($000) $55 Shares 1,068 Est. Cost $37.05 Unrealized +39.8%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $55 Shares 375 Est. Cost $101.02 Unrealized +46.1%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $55 Shares 1,528 Est. Cost $53.95 Unrealized -29.0%
MET METLIFE INC 0.0%
Value ($000) $54 Shares 861 Est. Cost $30.67 Unrealized +93.2%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $53 Shares 555 Est. Cost $53.71 Unrealized +64.7%
BX BLACKSTONE INC 0.0%
Value ($000) $51 Shares 558 Est. Cost $39.22 Unrealized +145.0%
WTRG ESSENTIAL UTILITIES INC 0.0%
Value ($000) $50 Shares 1,082 Est. Cost $47.18 Unrealized -1.6%
KIE SPDR S&P INSURANCE ETF 0.0%
Value ($000) $48 Shares 1,260 Est. Cost $41.27 Unrealized
NUSC NUVEEN ESG SMALL-CAP ETF 0.0%
Value ($000) $48 Shares 1,475 Est. Cost $43.17 Unrealized
PENN PENN NATIONAL GAMING INC 0.0%
Value ($000) $47 Shares 1,535 Est. Cost $73.51 Unrealized -54.1%
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $46 Shares 1,670 Est. Cost $35.44 Unrealized
MNST MONSTER BEVERAGE CORP 0.0%
Value ($000) $44 Shares 475 Est. Cost $25.44 Unrealized +71.0%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $44 Shares 750 Est. Cost $71.30 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $42 Shares 685 Est. Cost $241.81 Unrealized -62.2%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $41 Shares 105 Est. Cost $147.28 Unrealized +188.5%
VEA VANGUARD FTSE DEVELOPED MARKET 0.0%
Value ($000) $40 Shares 992 Est. Cost $40.32 Unrealized
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $39 Shares 625 Est. Cost $48.39 Unrealized +35.4%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $39 Shares 675 Est. Cost $44.33 Unrealized +37.3%
NOC NORTHROP GRUMMAN CORPORATION 0.0%
Value ($000) $39 Shares 82 Est. Cost $198.34 Unrealized +118.2%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $37 Shares 271 Est. Cost $84.78 Unrealized +35.4%
RIO RIO TINTO PLC SPONS ADR 0.0%
Value ($000) $37 Shares 600 Est. Cost $62.22 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $36 Shares 250 Est. Cost $315.28 Unrealized -54.7%
BBH VANECK BIOTECH ETF 0.0%
Value ($000) $36 Shares 250 Est. Cost $104.00 Unrealized
IAT ISHARES US REGIONAL BANKS ETF 0.0%
Value ($000) $36 Shares 735 Est. Cost $35.37 Unrealized
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $36 Shares 260 Est. Cost $74.58 Unrealized +113.9%
DTE DTE ENERGY CO 0.0%
Value ($000) $36 Shares 285 Est. Cost $40.31 Unrealized +185.4%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $35 Shares 600 Est. Cost $33.81 Unrealized +71.9%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $35 Shares 345 Est. Cost $47.83 Unrealized +87.0%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $35 Shares 263 Est. Cost $133.08 Unrealized
VGT VANGUARD INFO TECH ETF 0.0%
Value ($000) $34 Shares 104 Est. Cost $394.23 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $34 Shares 75 Est. Cost $219.67 Unrealized +113.7%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $34 Shares 100 Est. Cost $394.19 Unrealized -12.3%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $33 Shares 340 Est. Cost $61.61 Unrealized +40.6%
BA BOEING CO 0.0%
Value ($000) $31 Shares 230 Est. Cost $245.77 Unrealized -40.0%
ADSK AUTODESK INC 0.0%
Value ($000) $31 Shares 180 Est. Cost $194.40 Unrealized -1.1%
FE FIRSTENERGY CORP 0.0%
Value ($000) $31 Shares 801 Est. Cost $23.37 Unrealized +57.4%
GFS GLOBALFOUNDRIES INC 0.0%
Value ($000) $31 Shares 775 Est. Cost $61.57 Unrealized -14.2%
ISHARES IBONDS 2022 H/Y INC 0.0%
Value ($000) $30 Shares 1,270 Est. Cost $24.28 Unrealized
GABELLI DIVIDEND & INCOME TRUS 0.0%
Value ($000) $30 Shares 1,485 Est. Cost $19.53 Unrealized
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $30 Shares 122 Est. Cost $76.16 Unrealized +187.6%
KBWD INVESCO KBW HIGH DIVIDEND YIEL 0.0%
Value ($000) $29 Shares 1,780 Est. Cost $10.67 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $28 Shares 210 Est. Cost $69.27 Unrealized +73.7%
IDA IDACORP INC 0.0%
Value ($000) $25 Shares 232 Est. Cost $92.64 Unrealized +16.6%
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $24 Shares 500 Est. Cost $26.68 Unrealized +57.8%
EOG EOG RES INC 0.0%
Value ($000) $24 Shares 220 Est. Cost $69.91 Unrealized +51.3%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $23 Shares 1,210 Est. Cost $19.01 Unrealized
FDS FACTSET RESEARCH SYSTEM INC 0.0%
Value ($000) $23 Shares 60 Est. Cost $109.64 Unrealized +244.6%
BUZZ VANECK SOCIAL SENTIMENT ETF 0.0%
Value ($000) $23 Shares 1,750 Est. Cost $24.00 Unrealized
LABORATORY CORP OF AMERICA HOL 0.0%
Value ($000) $23 Shares 100 Est. Cost $255.00 Unrealized
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $22 Shares 90 Est. Cost $142.37 Unrealized +79.2%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $22 Shares 45 Est. Cost $432.66 Unrealized +8.5%
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $22 Shares 600 Est. Cost $26.37 Unrealized +51.7%
JKHY JACK HENRY & ASSOC INC 0.0%
Value ($000) $22 Shares 120 Est. Cost $50.60 Unrealized +253.3%
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $22 Shares 350 Est. Cost $38.77 Unrealized +48.1%
AOS SMITH A O CORPORATION 0.0%
Value ($000) $21 Shares 390 Est. Cost $30.80 Unrealized +82.3%
TGT TARGET CORP 0.0%
Value ($000) $21 Shares 146 Est. Cost $121.16 Unrealized +40.5%
CHKP CHECK POINT SOFTWARE TECH LTD 0.0%
Value ($000) $21 Shares 175 Est. Cost $82.01 Unrealized +56.5%
BNDX VANGUARD TOTAL INTL BOND ETF 0.0%
Value ($000) $20 Shares 399 Est. Cost $50.13 Unrealized
WBD WARNER BROS DISCOVERY INC CL A 0.0%
Value ($000) $20 Shares 1,487 Est. Cost $18.55 Unrealized 0.0%
PARAMOUNT GLOBAL CL B 0.0%
Value ($000) $19 Shares 776 Est. Cost $42.90 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS 0.0%
Value ($000) $19 Shares 455 Est. Cost $45.76 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $18 Shares 235 Est. Cost $77.40 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $17 Shares 249 Est. Cost $43.44 Unrealized +96.7%
TMP TOMPKINS FINANCIAL CORPORATION 0.0%
Value ($000) $17 Shares 240 Est. Cost $31.71 Unrealized +101.1%
EBAY EBAY INC 0.0%
Value ($000) $17 Shares 400 Est. Cost $20.07 Unrealized +126.3%
LXP INDUSTRIAL TRUST REIT 0.0%
Value ($000) $16 Shares 1,500 Est. Cost $9.33 Unrealized
MDU MDU RESOURCES GROUP INC 0.0%
Value ($000) $16 Shares 600 Est. Cost $6.20 Unrealized +47.5%
WEN WENDY'S CO 0.0%
Value ($000) $16 Shares 850 Est. Cost $18.95 Unrealized 0.0%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $16 Shares 200 Est. Cost $31.54 Unrealized +148.8%
EEM ISHARES MSCI EMERGING MKT ETF 0.0%
Value ($000) $16 Shares 396 Est. Cost $37.70 Unrealized
AIG AMERICAN INTERNATIONAL GROUP 0.0%
Value ($000) $15 Shares 300 Est. Cost $40.92 Unrealized +30.6%
NDAQ NASDAQ INC 0.0%
Value ($000) $15 Shares 100 Est. Cost $55.99 Unrealized -10.3%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $15 Shares 300 Est. Cost $32.88 Unrealized +60.1%
PSX PHILLIPS 66 0.0%
Value ($000) $15 Shares 175 Est. Cost $49.38 Unrealized +63.9%
NBTB NBT BANCORP INC COM 0.0%
Value ($000) $14 Shares 365 Est. Cost $29.42 Unrealized +23.2%
KEY KEYCORP 0.0%
Value ($000) $14 Shares 812 Est. Cost $9.16 Unrealized +73.8%
CSX CSX CORP 0.0%
Value ($000) $13 Shares 450 Est. Cost $23.50 Unrealized +31.7%
CCI CROWN CASTLE INTL CORP REIT 0.0%
Value ($000) $13 Shares 75 Est. Cost $145.74 Unrealized +3.0%
DOCU DOCUSIGN INC 0.0%
Value ($000) $13 Shares 225 Est. Cost $232.65 Unrealized -65.2%
CI CIGNA CORP 0.0%
Value ($000) $12 Shares 44 Est. Cost $190.77 Unrealized +26.5%
PKG PACKAGING CORP OF AMERICA 0.0%
Value ($000) $12 Shares 85 Est. Cost $43.41 Unrealized +218.0%
WAB WABTEC CORP 0.0%
Value ($000) $12 Shares 150 Est. Cost $75.50 Unrealized +15.7%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $12 Shares 52 Est. Cost $250.00 Unrealized
HTZ HERTZ GLOBAL HOLDINGS INC 0.0%
Value ($000) $12 Shares 735 Est. Cost $25.48 Unrealized -22.6%
EXEL EXELIXIS INC 0.0%
Value ($000) $11 Shares 510 Est. Cost $23.18 Unrealized -11.1%
VTRS VIATRIS INC 0.0%
Value ($000) $11 Shares 1,110 Est. Cost $13.23 Unrealized -29.8%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $11 Shares 360 Est. Cost $39.77 Unrealized +7.4%
QSR RESTAURANT BRANDS INTERNATIONA 0.0%
Value ($000) $11 Shares 216 Est. Cost $53.49 Unrealized 0.0%
BARRICK GOLD CORP 0.0%
Value ($000) $11 Shares 600 Est. Cost $17.92 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SEC 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.00 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $10 Shares 20 Est. Cost $68.46 Unrealized +39.2%
VIG VANGUARD DIVIDEND APPRECIATION 0.0%
Value ($000) $10 Shares 69 Est. Cost $144.93 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $10 Shares 25 Est. Cost $244.26 Unrealized
CF ACQUISITION CORP VI CL A 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $12.00 Unrealized
RY ROYAL BANK OF CANADA 0.0%
Value ($000) $10 Shares 100 Est. Cost $73.00 Unrealized +40.1%
THOMSON REUTERS CORP 0.0%
Value ($000) $9 Shares 90 Est. Cost $47.12 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $9 Shares 25 Est. Cost $452.61 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $9 Shares 150 Est. Cost $63.37 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BON 0.0%
Value ($000) $9 Shares 121 Est. Cost $74.38 Unrealized
BLV VANGUARD LONG-TERM BOND ETF 0.0%
Value ($000) $9 Shares 114 Est. Cost $78.95 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $8 Shares 300 Est. Cost $19.24 Unrealized +33.2%
CMS CMS ENERGY CORP 0.0%
Value ($000) $8 Shares 121 Est. Cost $39.25 Unrealized +57.1%
ROKU ROKU INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $122.30 Unrealized -20.8%
C CITIGROUP INC 0.0%
Value ($000) $7 Shares 150 Est. Cost $56.13 Unrealized -22.0%
BNTX BIONTECH SE SPONS ADR 0.0%
Value ($000) $7 Shares 50 Est. Cost $80.00 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $6 Shares 73 Est. Cost $72.80 Unrealized +8.5%
CCL CARNIVAL CORP 0.0%
Value ($000) $6 Shares 700 Est. Cost $28.49 Unrealized -48.5%
KD KYNDRYL HOLDINGS INC 0.0%
Value ($000) $6 Shares 620 Est. Cost $21.59 Unrealized -46.1%
JD JD.COM INC CL A SPONS ADR 0.0%
Value ($000) $6 Shares 99 Est. Cost $40.40 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $6 Shares 180 Est. Cost $27.02 Unrealized +9.2%
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $6.00 Unrealized
DVN DEVON ENERGY CORPORATION 0.0%
Value ($000) $6 Shares 100 Est. Cost $54.61 Unrealized 0.0%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $35.54 Unrealized 0.0%
VIRGIN GALACTIC HOLDINGS INC 0.0%
Value ($000) $6 Shares 1,057 Est. Cost $16.08 Unrealized
SPG SIMON PROPERTY GROUP INC REIT 0.0%
Value ($000) $5 Shares 50 Est. Cost $107.32 Unrealized -13.1%
EXC EXELON CORP 0.0%
Value ($000) $5 Shares 100 Est. Cost $32.52 Unrealized +26.8%
JBL JABIL INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $44.74 Unrealized +28.0%
XTL SPDR S&P TELECOM ETF 0.0%
Value ($000) $5 Shares 70 Est. Cost $69.81 Unrealized
VCIT VANGUARD INT-TERM CORPORATE 0.0%
Value ($000) $5 Shares 61 Est. Cost $81.97 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $5 Shares 22 Est. Cost $221.78 Unrealized -5.9%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $5 Shares 25 Est. Cost $292.14 Unrealized -19.7%
NVAX NOVAVAX INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $106.29 Unrealized -51.3%
COHEN & STEERS INFRASTRUCTURE 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.00 Unrealized
XLRE REAL ESTATE SELECT SECTOR SPDR 0.0%
Value ($000) $5 Shares 133 Est. Cost $34.82 Unrealized
NTRS NORTHERN TRUST CORP 0.0%
Value ($000) $4 Shares 38 Est. Cost $104.54 Unrealized -10.3%
VNT VONTIER CORP 0.0%
Value ($000) $4 Shares 176 Est. Cost $31.19 Unrealized -17.8%
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $4 Shares 236 Est. Cost $20.78 Unrealized -9.0%
NUE NUCOR CORP 0.0%
Value ($000) $4 Shares 35 Est. Cost $35.61 Unrealized +259.0%
DKS DICK'S SPORTING GOODS INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $100.28 Unrealized -18.8%
EPD ENTERPRISE PRODS PARTNERS LP 0.0%
Value ($000) $4 Shares 150 Est. Cost $20.00 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $26.79 Unrealized -25.9%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $3 Shares 83 Est. Cost $35.77 Unrealized -6.2%
AAXJ ISHARES MSCI ALL COUNTRY ASIA 0.0%
Value ($000) $3 Shares 46 Est. Cost $77.15 Unrealized
IWC ISHARES MICROCAP ETF 0.0%
Value ($000) $3 Shares 33 Est. Cost $90.91 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $3 Shares 25 Est. Cost $80.02 Unrealized +56.2%
INFINERA CORP 0.0%
Value ($000) $3 Shares 500 Est. Cost $6.00 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $2 Shares 33 Est. Cost $47.25 Unrealized +23.6%
TLT ISHARES 20 PLUS YEAR TREASURY BOND 0.0%
Value ($000) $2 Shares 17 Est. Cost $117.65 Unrealized
SRLN SPDR BLACKSTONE SENIOR LOAN ET 0.0%
Value ($000) $2 Shares 42 Est. Cost $47.62 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $2 Shares 33 Est. Cost $21.15 Unrealized +105.9%
VMWARE INC CL A 0.0%
Value ($000) $2 Shares 14 Est. Cost $142.86 Unrealized
CB CHUBB LTD 0.0%
Value ($000) $2 Shares 10 Est. Cost $192.91 Unrealized +1.7%
EMBC EMBECTA CORP 0.0%
Value ($000) $1 Shares 47 Est. Cost $25.42 Unrealized 0.0%
IR INGERSOLL-RAND INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $50.82 Unrealized -10.8%
TRST TRUSTCO BANK CORP NY 0.0%
Value ($000) $1 Shares 43 Est. Cost $30.13 Unrealized -12.1%
CHTR CHARTER COMMUNICATIONS INC CL 0.0%
Value ($000) $1 Shares 3 Est. Cost $487.53 Unrealized 0.0%
MIND MEDICINE MINDMED INC 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $3.00 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $23.18 Unrealized -33.9%
GREENLANE HOLDINGS INC CL A 0.0%
Value ($000) $0 Shares 2,217 Est. Cost $2.26 Unrealized
CARLOTZ INC CL A 0.0%
Value ($000) $0 Shares 750 Est. Cost $6.67 Unrealized
VOD VODAFONE GROUP SPONS ADR 0.0%
Value ($000) $0 Shares 18 Est. Cost $13.51 Unrealized