Arrow Financial Corp Diversified Active

CIK: 0000717538 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 30, 2024

Total Value ($000): $1,025,097 (100.0% shares, 0.0% debt)

Holdings (336)

VOO VANGUARD S&P 500 ETF 10.2%
Value ($000) $104,605 Shares 209,155 Est. Cost $369.48 Unrealized
QQQ INVESCO QQQ TRUST SERIES 1 6.2%
Value ($000) $63,171 Shares 131,850 Est. Cost $384.81 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 5.1%
Value ($000) $52,188 Shares 891,793 Est. Cost $94.99 Unrealized
AROW ARROW FINANCIAL CORPORATION 4.9%
Value ($000) $50,709 Shares 1,946,595 Est. Cost $17.09 Unrealized +30.2%
IJR ISHARES CORE S&P SMALL-CAP ETF 4.5%
Value ($000) $45,692 Shares 428,393 Est. Cost $96.62 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE E 4.4%
Value ($000) $44,765 Shares 918,440 Est. Cost $42.38 Unrealized
ISHARES IBONDS 2025 H/Y INC ET 2.9%
Value ($000) $29,676 Shares 1,275,020 Est. Cost $23.31 Unrealized
IDEV ISHARES CORE MSCI DEV MKTS ETF 2.9%
Value ($000) $29,459 Shares 448,803 Est. Cost $66.18 Unrealized
VO VANGUARD MID-CAP ETF 2.9%
Value ($000) $29,257 Shares 120,845 Est. Cost $221.34 Unrealized
MSFT MICROSOFT CORP 2.5%
Value ($000) $25,728 Shares 57,563 Est. Cost $41.39 Unrealized +908.1%
AAPL APPLE INC 2.4%
Value ($000) $24,693 Shares 117,240 Est. Cost $86.78 Unrealized +113.3%
TLH ISHARES 10-20 YEAR TREASURY BO 2.4%
Value ($000) $24,122 Shares 234,876 Est. Cost $103.16 Unrealized
NVDA NVIDIA CORP 2.2%
Value ($000) $22,659 Shares 183,418 Est. Cost $92.35 Unrealized +9.4%
GOOGL ALPHABET INC CL A 1.6%
Value ($000) $16,351 Shares 89,769 Est. Cost $106.39 Unrealized +57.3%
IBDX ISHARES IBONDS DEC 2032 TC ETF 1.4%
Value ($000) $14,073 Shares 573,019 Est. Cost $24.52 Unrealized
IBDW ISHARES IBONDS DEC 2031 TERM C 1.3%
Value ($000) $13,613 Shares 670,910 Est. Cost $13.60 Unrealized
IBDV ISHARES IBONDS DEC 2030 TERM C 1.3%
Value ($000) $13,537 Shares 636,730 Est. Cost $14.57 Unrealized
IBDU ISHARES IBONDS DEC 2029 TERM C 1.3%
Value ($000) $13,364 Shares 589,504 Est. Cost $15.17 Unrealized
IBDR ISHARES IBONDS DEC 2026 TERM C 1.3%
Value ($000) $13,193 Shares 553,859 Est. Cost $23.85 Unrealized
IBDT ISHARES IBONDS DEC 2028 TERM C 1.3%
Value ($000) $13,161 Shares 531,348 Est. Cost $24.88 Unrealized
AMZN AMAZON.COM INC 1.3%
Value ($000) $13,126 Shares 67,920 Est. Cost $119.47 Unrealized +53.8%
ISHARES IBONDS DEC 2025 TERM C 1.3%
Value ($000) $13,102 Shares 527,025 Est. Cost $24.76 Unrealized
IBDS ISHARES IBONDS DEC 2027 TERM C 1.3%
Value ($000) $13,025 Shares 548,877 Est. Cost $23.84 Unrealized
IBDY ISHARES IBONDS DEC 2033 CORP 1.3%
Value ($000) $12,949 Shares 513,854 Est. Cost $25.59 Unrealized
VB VANGUARD SMALL-CAP ETF 1.2%
Value ($000) $12,812 Shares 58,761 Est. Cost $212.19 Unrealized
ISHARES IBONDS DEC 2024 TERM C 1.2%
Value ($000) $12,365 Shares 492,045 Est. Cost $24.85 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY 1.1%
Value ($000) $11,022 Shares 109,506 Est. Cost $100.65 Unrealized
JPM JP MORGAN CHASE & CO 0.8%
Value ($000) $8,120 Shares 40,145 Est. Cost $42.75 Unrealized +342.5%
LLY LILLY ELI & CO 0.8%
Value ($000) $7,903 Shares 8,729 Est. Cost $420.22 Unrealized +88.2%
HD HOME DEPOT INC 0.7%
Value ($000) $7,172 Shares 20,833 Est. Cost $101.38 Unrealized +223.1%
ORCL ORACLE CORPORATION 0.7%
Value ($000) $7,011 Shares 49,656 Est. Cost $37.73 Unrealized +224.2%
META META PLATFORMS INC CL A 0.7%
Value ($000) $6,781 Shares 13,449 Est. Cost $162.23 Unrealized +197.9%
CRM SALESFORCE INC 0.6%
Value ($000) $6,492 Shares 25,250 Est. Cost $77.61 Unrealized +241.1%
VCSH VANGUARD SHORT TERM CORP BOND 0.6%
Value ($000) $6,403 Shares 82,866 Est. Cost $81.50 Unrealized
AGG ISHARES CORE U.S. AGGREGATE 0.6%
Value ($000) $6,213 Shares 64,005 Est. Cost $104.73 Unrealized
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.6%
Value ($000) $5,977 Shares 14,693 Est. Cost $113.24 Unrealized +260.8%
ADBE ADOBE INC 0.6%
Value ($000) $5,881 Shares 10,586 Est. Cost $267.18 Unrealized +81.2%
V VISA INC CL A 0.5%
Value ($000) $5,275 Shares 20,097 Est. Cost $56.53 Unrealized +379.1%
PG PROCTER & GAMBLE CO 0.5%
Value ($000) $5,238 Shares 31,762 Est. Cost $59.12 Unrealized +165.9%
APH AMPHENOL CORP CL A 0.5%
Value ($000) $5,129 Shares 76,127 Est. Cost $46.62 Unrealized +33.5%
BLACKROCK INC CL A 0.5%
Value ($000) $5,122 Shares 6,506 Est. Cost $357.43 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value ($000) $5,075 Shares 9,178 Est. Cost $240.48 Unrealized +136.9%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $4,940 Shares 42,909 Est. Cost $53.22 Unrealized +106.9%
ICE INTERCONTINENTAL EXCHANGE GROU 0.5%
Value ($000) $4,775 Shares 34,880 Est. Cost $56.36 Unrealized +133.8%
ISHARES IBONDS 2024 H/Y INC 0.5%
Value ($000) $4,732 Shares 203,595 Est. Cost $23.14 Unrealized
BAC BANK OF AMERICA CORP 0.5%
Value ($000) $4,730 Shares 118,922 Est. Cost $16.12 Unrealized +128.5%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $4,628 Shares 31,666 Est. Cost $63.17 Unrealized +123.9%
CAT CATERPILLAR INC 0.5%
Value ($000) $4,625 Shares 13,884 Est. Cost $180.64 Unrealized +87.5%
SYK STRYKER CORPORATION 0.4%
Value ($000) $4,582 Shares 13,466 Est. Cost $115.63 Unrealized +188.3%
COST COSTCO WHOLESALE CORP 0.4%
Value ($000) $4,487 Shares 5,279 Est. Cost $139.49 Unrealized +454.8%
NYF ISHARES NEW YORK MUNI BOND ETF 0.4%
Value ($000) $4,449 Shares 83,323 Est. Cost $52.09 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.4%
Value ($000) $4,372 Shares 20,476 Est. Cost $57.34 Unrealized +220.5%
WMT WALMART INC 0.4%
Value ($000) $4,181 Shares 61,744 Est. Cost $43.12 Unrealized +43.7%
AMGN AMGEN INC 0.4%
Value ($000) $4,082 Shares 13,065 Est. Cost $139.18 Unrealized +100.7%
TJX TJX COS INC 0.4%
Value ($000) $4,008 Shares 36,399 Est. Cost $44.30 Unrealized +122.7%
SPY SPDR S&P 500 ETF TRUST 0.4%
Value ($000) $3,956 Shares 7,269 Est. Cost $230.71 Unrealized
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $3,940 Shares 7,737 Est. Cost $81.05 Unrealized +483.8%
NFLX NETFLIX INC 0.4%
Value ($000) $3,592 Shares 5,322 Est. Cost $11.25 Unrealized +455.1%
MAS MASCO CORP 0.3%
Value ($000) $3,571 Shares 53,562 Est. Cost $21.51 Unrealized +218.5%
WMB WILLIAMS COS INC 0.3%
Value ($000) $3,412 Shares 80,282 Est. Cost $20.50 Unrealized +83.9%
ABT ABBOTT LABS 0.3%
Value ($000) $3,400 Shares 32,716 Est. Cost $73.09 Unrealized +40.9%
PEP PEPSICO INC 0.3%
Value ($000) $3,364 Shares 20,397 Est. Cost $56.13 Unrealized +189.2%
DIS DISNEY WALT CO NEW 0.3%
Value ($000) $3,228 Shares 32,512 Est. Cost $82.39 Unrealized +28.1%
DHR DANAHER CORP 0.3%
Value ($000) $3,162 Shares 12,654 Est. Cost $162.56 Unrealized +54.0%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.3%
Value ($000) $3,142 Shares 13,887 Est. Cost $49.72 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $2,929 Shares 11,494 Est. Cost $151.36 Unrealized +68.5%
IR INGERSOLL-RAND INC 0.3%
Value ($000) $2,863 Shares 31,518 Est. Cost $72.47 Unrealized +26.6%
VRTX VERTEX PHARMACEUTICALS INC 0.3%
Value ($000) $2,815 Shares 6,006 Est. Cost $376.60 Unrealized +15.3%
MS MORGAN STANLEY 0.3%
Value ($000) $2,738 Shares 28,172 Est. Cost $36.82 Unrealized +146.6%
MRVL MARVELL TECHNOLOGY INC 0.3%
Value ($000) $2,593 Shares 37,101 Est. Cost $58.77 Unrealized +18.6%
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $2,538 Shares 53,421 Est. Cost $37.45 Unrealized +20.9%
CVX CHEVRON CORPORATION 0.2%
Value ($000) $2,403 Shares 15,365 Est. Cost $68.98 Unrealized +115.1%
GOOG ALPHABET INC CL C 0.2%
Value ($000) $2,315 Shares 12,624 Est. Cost $107.51 Unrealized +57.1%
TER TERADYNE INC 0.2%
Value ($000) $2,290 Shares 15,442 Est. Cost $99.87 Unrealized +26.3%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $2,019 Shares 5,956 Est. Cost $137.39 Unrealized +8.9%
UNP UNION PAC CORP 0.2%
Value ($000) $1,991 Shares 8,800 Est. Cost $104.52 Unrealized +115.7%
KO COCA COLA CO 0.2%
Value ($000) $1,979 Shares 31,096 Est. Cost $33.92 Unrealized +73.6%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $1,875 Shares 6,464 Est. Cost $157.04 Unrealized +80.9%
BND VANGUARD TOTAL BOND MARKET ETF 0.2%
Value ($000) $1,870 Shares 25,950 Est. Cost $74.06 Unrealized
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $1,827 Shares 8,983 Est. Cost $133.22 Unrealized +56.8%
WM WASTE MANAGEMENT INC 0.2%
Value ($000) $1,771 Shares 8,299 Est. Cost $129.28 Unrealized +56.9%
TSLA TESLA INC 0.2%
Value ($000) $1,733 Shares 8,756 Est. Cost $221.76 Unrealized -21.2%
TMUS T-MOBILE US INC 0.2%
Value ($000) $1,715 Shares 9,737 Est. Cost $152.91 Unrealized +7.0%
DLR DIGITAL REALTY TRUST INC REIT 0.2%
Value ($000) $1,673 Shares 11,000 Est. Cost $91.99 Unrealized +48.3%
MA MASTERCARD INC CL A 0.2%
Value ($000) $1,655 Shares 3,752 Est. Cost $210.85 Unrealized +114.2%
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,639 Shares 14,327 Est. Cost $52.76 Unrealized +118.7%
YUM YUM! BRANDS INC 0.2%
Value ($000) $1,539 Shares 11,619 Est. Cost $101.38 Unrealized +31.5%
CMI CUMMINS INC 0.1%
Value ($000) $1,489 Shares 5,376 Est. Cost $144.30 Unrealized +91.4%
XLB MATERIALS SELECT SECTOR SPDR F 0.1%
Value ($000) $1,441 Shares 16,312 Est. Cost $61.57 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $1,427 Shares 19,993 Est. Cost $64.63 Unrealized +10.1%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $1,365 Shares 3,017 Est. Cost $128.73 Unrealized +229.2%
XLV HEALTH CARE SELECT SECTOR SPDR 0.1%
Value ($000) $1,353 Shares 9,281 Est. Cost $66.25 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR F 0.1%
Value ($000) $1,337 Shares 32,513 Est. Cost $23.74 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $1,331 Shares 12,496 Est. Cost $94.73 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $1,273 Shares 10,281 Est. Cost $48.59 Unrealized +150.5%
LEN LENNAR CORP CL A 0.1%
Value ($000) $1,209 Shares 8,066 Est. Cost $147.61 Unrealized +0.6%
D DOMINION ENERGY INC 0.1%
Value ($000) $1,165 Shares 23,767 Est. Cost $50.37 Unrealized -6.5%
SNOW SNOWFLAKE INC CL A 0.1%
Value ($000) $1,113 Shares 8,240 Est. Cost $169.80 Unrealized -13.0%
ECL ECOLAB INC 0.1%
Value ($000) $1,072 Shares 4,506 Est. Cost $103.56 Unrealized +119.3%
LYB LYONDELLBASELL INDUSTRIES NV 0.1%
Value ($000) $1,065 Shares 11,130 Est. Cost $68.75 Unrealized +26.3%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $1,050 Shares 14,823 Est. Cost $55.39 Unrealized +22.1%
LOW LOWES COS INC 0.1%
Value ($000) $1,041 Shares 4,723 Est. Cost $84.24 Unrealized +162.8%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $1,033 Shares 24,869 Est. Cost $39.71 Unrealized +3.3%
ABBV ABBVIE INC 0.1%
Value ($000) $1,030 Shares 6,005 Est. Cost $58.28 Unrealized +169.6%
XLY CONS DISC SELECT SECTOR SPDR F 0.1%
Value ($000) $1,018 Shares 5,583 Est. Cost $79.87 Unrealized
XLU UTILITIES SELECT SECTOR SPDR F 0.1%
Value ($000) $996 Shares 14,619 Est. Cost $54.25 Unrealized
IBM INTL. BUSINESS MACHINES CORP 0.1%
Value ($000) $969 Shares 5,602 Est. Cost $118.94 Unrealized +39.4%
SBUX STARBUCKS CORP 0.1%
Value ($000) $949 Shares 12,192 Est. Cost $37.98 Unrealized +105.5%
COF CAPITAL ONE FINANCIAL CORP 0.1%
Value ($000) $944 Shares 6,820 Est. Cost $58.54 Unrealized +134.4%
XLI INDUSTRIAL SELECT SECTOR SPDR 0.1%
Value ($000) $876 Shares 7,188 Est. Cost $54.95 Unrealized
DLTR DOLLAR TREE INC 0.1%
Value ($000) $825 Shares 7,726 Est. Cost $97.67 Unrealized +20.9%
AWK AMERICAN WATER WORKS CO INC 0.1%
Value ($000) $822 Shares 6,367 Est. Cost $110.55 Unrealized +10.1%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $807 Shares 2,705 Est. Cost $215.55 Unrealized +41.5%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $798 Shares 8,224 Est. Cost $44.78 Unrealized +98.9%
EMN EASTMAN CHEMICAL CO 0.1%
Value ($000) $787 Shares 8,028 Est. Cost $81.11 Unrealized +14.2%
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $784 Shares 4,030 Est. Cost $118.74 Unrealized +48.3%
SO SOUTHERN COMPANY 0.1%
Value ($000) $773 Shares 9,965 Est. Cost $41.97 Unrealized +71.0%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $765 Shares 3,203 Est. Cost $124.33 Unrealized +90.3%
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $761 Shares 2,949 Est. Cost $146.57 Unrealized +65.4%
RTX RTX CORPORATION 0.1%
Value ($000) $755 Shares 7,524 Est. Cost $55.11 Unrealized +81.7%
HSY THE HERSHEY COMPANY 0.1%
Value ($000) $729 Shares 3,964 Est. Cost $182.67 Unrealized +0.7%
GE GE AEROSPACE 0.1%
Value ($000) $654 Shares 4,114 Est. Cost $92.29 Unrealized +71.1%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $647 Shares 2,793 Est. Cost $62.58 Unrealized +263.2%
XLC COMM. SERV. SELECT SECTOR SPDR 0.1%
Value ($000) $639 Shares 7,465 Est. Cost $51.11 Unrealized
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $584 Shares 14,165 Est. Cost $34.07 Unrealized +7.1%
XLP CONS STAPLES SELECT SECT SPDR 0.1%
Value ($000) $550 Shares 7,184 Est. Cost $54.28 Unrealized
PSA PUBLIC STORAGE INC REIT 0.1%
Value ($000) $547 Shares 1,900 Est. Cost $201.79 Unrealized +27.7%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $545 Shares 6,505 Est. Cost $61.10 Unrealized
SUSB ISHARES ESG AWARE 1-5 YEAR USD 0.1%
Value ($000) $535 Shares 21,830 Est. Cost $21.38 Unrealized
MMM 3M CO 0.0%
Value ($000) $495 Shares 4,840 Est. Cost $87.86 Unrealized +7.3%
AMT AMERICAN TOWER CORP REIT 0.0%
Value ($000) $493 Shares 2,537 Est. Cost $170.77 Unrealized +3.2%
INTU INTUIT INC 0.0%
Value ($000) $493 Shares 750 Est. Cost $89.42 Unrealized +586.9%
PFE PFIZER INC 0.0%
Value ($000) $465 Shares 16,634 Est. Cost $17.58 Unrealized +40.9%
PWR QUANTA SERVICES INC 0.0%
Value ($000) $459 Shares 1,806 Est. Cost $264.40 Unrealized 0.0%
VMC VULCAN MATERIALS CO 0.0%
Value ($000) $458 Shares 1,842 Est. Cost $79.36 Unrealized +221.7%
EMR EMERSON ELEC CO 0.0%
Value ($000) $446 Shares 4,047 Est. Cost $43.06 Unrealized +149.6%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $426 Shares 4,675 Est. Cost $67.54 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $422 Shares 3,558 Est. Cost $59.65 Unrealized +95.0%
GLD SPDR GOLD TRUST 0.0%
Value ($000) $408 Shares 1,897 Est. Cost $177.76 Unrealized
IGSB ISHARES 1-5Y INV GRADE CORP ET 0.0%
Value ($000) $407 Shares 7,939 Est. Cost $60.79 Unrealized
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $398 Shares 1,685 Est. Cost $14.73 Unrealized +1335.4%
SPYG SPDR PORTFOLIO S&P 500 GROWTH 0.0%
Value ($000) $388 Shares 4,842 Est. Cost $57.85 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $367 Shares 4,526 Est. Cost $81.83 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $367 Shares 11,846 Est. Cost $31.95 Unrealized +1.7%
WFC WELLS FARGO & CO 0.0%
Value ($000) $356 Shares 5,993 Est. Cost $30.85 Unrealized +84.3%
QCOM QUALCOMM INC 0.0%
Value ($000) $345 Shares 1,734 Est. Cost $89.09 Unrealized +104.7%
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $344 Shares 3,396 Est. Cost $55.99 Unrealized +63.1%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $339 Shares 5,375 Est. Cost $17.13 Unrealized +251.4%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $337 Shares 1,309 Est. Cost $151.29 Unrealized +64.2%
FISV FISERV INC 0.0%
Value ($000) $335 Shares 2,250 Est. Cost $51.40 Unrealized +194.5%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $290 Shares 2,514 Est. Cost $48.87 Unrealized +116.6%
SHY ISHARES BARCLAYS 1-3 YEAR TR E 0.0%
Value ($000) $263 Shares 3,226 Est. Cost $59.27 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $253 Shares 5,550 Est. Cost $19.34 Unrealized +102.2%
ISHARES IBONDS DEC 2024 MUNI E 0.0%
Value ($000) $240 Shares 9,206 Est. Cost $21.40 Unrealized
IBMO ISHARES IBONDS DEC 2026 MUNI E 0.0%
Value ($000) $239 Shares 9,451 Est. Cost $20.96 Unrealized
ISHARES IBONDS DEC 2025 MUNI E 0.0%
Value ($000) $239 Shares 9,006 Est. Cost $21.98 Unrealized
IBMP ISHARES IBONDS DEC 2027 MUNI E 0.0%
Value ($000) $238 Shares 9,517 Est. Cost $20.72 Unrealized
IBMQ ISHARES IBONDS DEC 2028 TERM M 0.0%
Value ($000) $236 Shares 9,448 Est. Cost $25.59 Unrealized
NKE NIKE INC-CLASS B 0.0%
Value ($000) $226 Shares 2,992 Est. Cost $85.79 Unrealized +4.6%
T AT&T INC 0.0%
Value ($000) $216 Shares 11,296 Est. Cost $15.28 Unrealized +5.8%
FDX FEDEX CORPORATION 0.0%
Value ($000) $213 Shares 710 Est. Cost $110.79 Unrealized +127.3%
LIN LINDE PLC 0.0%
Value ($000) $211 Shares 480 Est. Cost $371.00 Unrealized +16.1%
NUSC NUVEEN ESG SMALL-CAP ETF 0.0%
Value ($000) $209 Shares 5,305 Est. Cost $39.81 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $208 Shares 556 Est. Cost $175.62 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $200 Shares 2,075 Est. Cost $50.41 Unrealized +85.9%
USB US BANCORP NEW 0.0%
Value ($000) $198 Shares 4,978 Est. Cost $26.27 Unrealized +43.8%
UPS UNITED PARCEL SERVICE CL B 0.0%
Value ($000) $193 Shares 1,411 Est. Cost $78.98 Unrealized +64.6%
ETN EATON CORP PLC 0.0%
Value ($000) $193 Shares 615 Est. Cost $57.83 Unrealized +448.7%
GIS GENERAL MLS INC 0.0%
Value ($000) $188 Shares 2,974 Est. Cost $39.75 Unrealized +62.1%
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $186 Shares 3,204 Est. Cost $58.21 Unrealized +9.0%
NGG NATIONAL GRID PLC SPONS ADR 0.0%
Value ($000) $184 Shares 3,233 Est. Cost $56.80 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $170 Shares 2,185 Est. Cost $78.47 Unrealized +3.7%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $162 Shares 346 Est. Cost $290.95 Unrealized +51.8%
TD TORONTO DOMINION BANK 0.0%
Value ($000) $147 Shares 2,668 Est. Cost $44.25 Unrealized +28.0%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $145 Shares 1,567 Est. Cost $80.01 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $142 Shares 660 Est. Cost $58.02 Unrealized +286.5%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $137 Shares 1,363 Est. Cost $62.77 Unrealized +50.1%
GEV GE VERNOVA LLC 0.0%
Value ($000) $135 Shares 787 Est. Cost $158.10 Unrealized 0.0%
F FORD MOTOR CO DEL 0.0%
Value ($000) $132 Shares 10,500 Est. Cost $7.51 Unrealized +48.2%
DE DEERE & CO 0.0%
Value ($000) $127 Shares 339 Est. Cost $225.68 Unrealized +68.6%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $125 Shares 529 Est. Cost $74.07 Unrealized +219.7%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $123 Shares 31 Est. Cost $1933.58 Unrealized +89.0%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $118 Shares 845 Est. Cost $100.68 Unrealized +14.8%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $117 Shares 4,390 Est. Cost $17.10 Unrealized
TLT ISHARES 20 PLUS YEAR TREASURY BOND 0.0%
Value ($000) $104 Shares 1,128 Est. Cost $99.92 Unrealized
CMCSA COMCAST CORP-CL A 0.0%
Value ($000) $93 Shares 2,376 Est. Cost $30.00 Unrealized +23.7%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $93 Shares 1,039 Est. Cost $54.87 Unrealized +59.9%
CVS CVS HEALTH CORP 0.0%
Value ($000) $87 Shares 1,465 Est. Cost $58.25 Unrealized +0.5%
ACN ACCENTURE PLC CL A 0.0%
Value ($000) $83 Shares 275 Est. Cost $169.84 Unrealized +76.2%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $80 Shares 1,131 Est. Cost $70.69 Unrealized -1.4%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $79 Shares 1,158 Est. Cost $51.80 Unrealized +21.9%
MDT MEDTRONIC PLC 0.0%
Value ($000) $79 Shares 1,004 Est. Cost $95.06 Unrealized -17.9%
BDX BECTON DICKINSON 0.0%
Value ($000) $78 Shares 335 Est. Cost $139.72 Unrealized +63.1%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $78 Shares 720 Est. Cost $76.04 Unrealized +52.5%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $78 Shares 1,300 Est. Cost $21.40 Unrealized +160.5%
BP BP PLC SPONS ADR 0.0%
Value ($000) $77 Shares 2,122 Est. Cost $34.85 Unrealized
ENB ENBRIDGE INCORPORATED 0.0%
Value ($000) $71 Shares 2,000 Est. Cost $27.72 Unrealized +16.8%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $70 Shares 343 Est. Cost $208.25 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $69 Shares 863 Est. Cost $27.62 Unrealized +14.2%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $68 Shares 500 Est. Cost $46.22 Unrealized +187.7%
CLX CLOROX COMPANY 0.0%
Value ($000) $68 Shares 497 Est. Cost $82.44 Unrealized +59.4%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $64 Shares 733 Est. Cost $73.14 Unrealized +13.0%
KIE SPDR S&P INSURANCE ETF 0.0%
Value ($000) $63 Shares 1,260 Est. Cost $41.27 Unrealized
KELLANOVA 0.0%
Value ($000) $58 Shares 1,000 Est. Cost $44.36 Unrealized +26.6%
GWW GRAINGER W W INC 0.0%
Value ($000) $57 Shares 63 Est. Cost $219.67 Unrealized +322.3%
BAX BAXTER INTL INC 0.0%
Value ($000) $56 Shares 1,675 Est. Cost $33.28 Unrealized +6.7%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $50 Shares 218 Est. Cost $101.02 Unrealized +105.5%
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $50 Shares 1,275 Est. Cost $41.90 Unrealized -16.6%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $49 Shares 110 Est. Cost $387.60 Unrealized +9.3%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $49 Shares 87 Est. Cost $147.28 Unrealized +262.1%
DOW DOW INC 0.0%
Value ($000) $48 Shares 906 Est. Cost $37.05 Unrealized +38.2%
RIO RIO TINTO PLC SPONS ADR 0.0%
Value ($000) $46 Shares 700 Est. Cost $62.75 Unrealized
IFF INTERNATIONAL FLAVORS & FRAGRA 0.0%
Value ($000) $46 Shares 484 Est. Cost $73.35 Unrealized +20.7%
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $46 Shares 625 Est. Cost $49.04 Unrealized +47.5%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $45 Shares 854 Est. Cost $60.70 Unrealized 0.0%
CME CME GROUP INC 0.0%
Value ($000) $44 Shares 225 Est. Cost $135.79 Unrealized +43.6%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $43 Shares 909 Est. Cost $54.06 Unrealized -15.0%
BBH VANECK BIOTECH ETF 0.0%
Value ($000) $42 Shares 250 Est. Cost $104.00 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $42 Shares 170 Est. Cost $194.40 Unrealized +15.6%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $42 Shares 356 Est. Cost $53.71 Unrealized +98.8%
FLAH & CRUM PFD & INCM FUND 0.0%
Value ($000) $40 Shares 3,867 Est. Cost $10.44 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $39 Shares 590 Est. Cost $47.77 Unrealized +36.4%
BUZZ VANECK SOCIAL SENTIMENT ETF 0.0%
Value ($000) $37 Shares 1,750 Est. Cost $24.00 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $37 Shares 582 Est. Cost $35.72 Unrealized +73.6%
ROST ROSS STORES INC 0.0%
Value ($000) $36 Shares 249 Est. Cost $43.44 Unrealized +212.7%
NOC NORTHROP GRUMMAN CORPORATION 0.0%
Value ($000) $36 Shares 82 Est. Cost $198.34 Unrealized +123.9%
DTE DTE ENERGY CO 0.0%
Value ($000) $36 Shares 320 Est. Cost $46.28 Unrealized +127.9%
SNY SANOFI SPONS ADR 0.0%
Value ($000) $35 Shares 723 Est. Cost $48.52 Unrealized
GABELLI DIVIDEND & INCOME TRUS 0.0%
Value ($000) $34 Shares 1,485 Est. Cost $19.53 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $33 Shares 457 Est. Cost $71.30 Unrealized
AOS SMITH A O CORPORATION 0.0%
Value ($000) $32 Shares 390 Est. Cost $30.80 Unrealized +166.7%
WTRG ESSENTIAL UTILITIES INC 0.0%
Value ($000) $31 Shares 832 Est. Cost $47.18 Unrealized -21.4%
FE FIRSTENERGY CORP 0.0%
Value ($000) $31 Shares 801 Est. Cost $23.37 Unrealized +55.4%
IAT ISHARES US REGIONAL BANKS ETF 0.0%
Value ($000) $30 Shares 735 Est. Cost $35.37 Unrealized
WAB WABTEC CORP 0.0%
Value ($000) $30 Shares 190 Est. Cost $92.97 Unrealized +70.5%
PENN PENN ENTERTAINMENT INC 0.0%
Value ($000) $30 Shares 1,535 Est. Cost $73.51 Unrealized -76.9%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $29 Shares 300 Est. Cost $32.88 Unrealized +201.8%
BA BOEING CO 0.0%
Value ($000) $29 Shares 160 Est. Cost $232.72 Unrealized -23.4%
GPC GENUINE PARTS CO 0.0%
Value ($000) $29 Shares 210 Est. Cost $69.27 Unrealized +104.4%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $27 Shares 196 Est. Cost $84.78 Unrealized +47.8%
VGT VANGUARD INFO TECH ETF 0.0%
Value ($000) $27 Shares 46 Est. Cost $394.23 Unrealized
TMP TOMPKINS FINANCIAL CORPORATION 0.0%
Value ($000) $26 Shares 540 Est. Cost $41.21 Unrealized +4.1%
CHKP CHECK POINT SOFTWARE TECH LTD 0.0%
Value ($000) $26 Shares 160 Est. Cost $82.01 Unrealized +90.1%
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $25 Shares 350 Est. Cost $38.77 Unrealized +73.1%
PSX PHILLIPS 66 0.0%
Value ($000) $25 Shares 175 Est. Cost $49.38 Unrealized +182.7%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $24 Shares 360 Est. Cost $39.77 Unrealized +66.8%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $24 Shares 258 Est. Cost $44.33 Unrealized +97.1%
MET METLIFE INC 0.0%
Value ($000) $23 Shares 325 Est. Cost $30.67 Unrealized +122.2%
EOG EOG RES INC 0.0%
Value ($000) $23 Shares 180 Est. Cost $69.91 Unrealized +74.7%
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $22 Shares 93 Est. Cost $74.58 Unrealized +216.6%
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $22 Shares 110 Est. Cost $199.50 Unrealized 0.0%
IDA IDACORP INC 0.0%
Value ($000) $22 Shares 232 Est. Cost $92.64 Unrealized +1.3%
EBAY EBAY INC 0.0%
Value ($000) $21 Shares 400 Est. Cost $20.07 Unrealized +152.7%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $21 Shares 39 Est. Cost $432.66 Unrealized +18.7%
GFS GLOBALFOUNDRIES INC 0.0%
Value ($000) $20 Shares 400 Est. Cost $61.57 Unrealized -18.7%
BARRICK GOLD CORP 0.0%
Value ($000) $20 Shares 1,200 Est. Cost $17.67 Unrealized
JKHY JACK HENRY & ASSOC INC 0.0%
Value ($000) $20 Shares 120 Est. Cost $50.60 Unrealized +221.1%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $20 Shares 250 Est. Cost $47.83 Unrealized +60.6%
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $19 Shares 150 Est. Cost $126.74 Unrealized
BMI BADGER METER INC 0.0%
Value ($000) $19 Shares 100 Est. Cost $155.35 Unrealized +16.2%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $17 Shares 31 Est. Cost $425.63 Unrealized
FDS FACTSET RESEARCH SYSTEM INC 0.0%
Value ($000) $17 Shares 41 Est. Cost $109.64 Unrealized +280.7%
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $16 Shares 122 Est. Cost $76.16 Unrealized +76.6%
DKS DICK'S SPORTING GOODS INC 0.0%
Value ($000) $16 Shares 75 Est. Cost $119.39 Unrealized +68.1%
PKG PACKAGING CORP OF AMERICA 0.0%
Value ($000) $16 Shares 85 Est. Cost $43.41 Unrealized +301.8%
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $15 Shares 500 Est. Cost $26.68 Unrealized +37.2%
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $15 Shares 450 Est. Cost $34.25 Unrealized
QSR RESTAURANT BRANDS INTERNATIONA 0.0%
Value ($000) $15 Shares 216 Est. Cost $53.49 Unrealized +33.5%
NVS NOVARTIS AG SPONS ADR 0.0%
Value ($000) $15 Shares 142 Est. Cost $106.46 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $15 Shares 250 Est. Cost $36.19 Unrealized +59.4%
KEY KEYCORP 0.0%
Value ($000) $15 Shares 1,057 Est. Cost $9.50 Unrealized +41.1%
TRI THOMSON REUTERS CORP 0.0%
Value ($000) $14 Shares 86 Est. Cost $124.59 Unrealized +27.1%
NBTB NBT BANCORP INC COM 0.0%
Value ($000) $14 Shares 365 Est. Cost $29.42 Unrealized +22.9%
LXP INDUSTRIAL TRUST REIT 0.0%
Value ($000) $14 Shares 1,500 Est. Cost $9.33 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $13 Shares 25 Est. Cost $244.26 Unrealized
FFIC FLUSHING FINANCIAL CORP 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $11.99 Unrealized -8.6%
MATX MATSON INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $84.76 Unrealized +34.4%
TGT TARGET CORP 0.0%
Value ($000) $13 Shares 86 Est. Cost $118.96 Unrealized +24.3%
R RYDER SYSTEM INC 0.0%
Value ($000) $12 Shares 100 Est. Cost $97.32 Unrealized +24.1%
BX BLACKSTONE INC 0.0%
Value ($000) $12 Shares 100 Est. Cost $39.22 Unrealized +200.4%
NDAQ NASDAQ INC 0.0%
Value ($000) $12 Shares 200 Est. Cost $56.03 Unrealized +5.8%
VTRS VIATRIS INC 0.0%
Value ($000) $11 Shares 1,078 Est. Cost $13.18 Unrealized -22.3%
WEN WENDY'S CO 0.0%
Value ($000) $11 Shares 670 Est. Cost $18.95 Unrealized -4.1%
ASH ASHLAND INC 0.0%
Value ($000) $11 Shares 113 Est. Cost $81.42 Unrealized +14.4%
RY ROYAL BANK OF CANADA 0.0%
Value ($000) $11 Shares 100 Est. Cost $73.00 Unrealized +40.9%
KNF KNIFE RIVER CORP 0.0%
Value ($000) $11 Shares 150 Est. Cost $44.43 Unrealized +68.1%
AROC ARCHROCK INC 0.0%
Value ($000) $10 Shares 500 Est. Cost $10.95 Unrealized +70.5%
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $9 Shares 300 Est. Cost $27.79 Unrealized -3.4%
EVANS BANCORP INC 0.0%
Value ($000) $8 Shares 300 Est. Cost $26.80 Unrealized
CSX CSX CORP 0.0%
Value ($000) $8 Shares 252 Est. Cost $23.50 Unrealized +40.9%
AMSC AMERICAN SUPERCONDUCTOR CORP 0.0%
Value ($000) $8 Shares 345 Est. Cost $8.30 Unrealized +99.0%
PARAMOUNT GLOBAL CL B 0.0%
Value ($000) $8 Shares 776 Est. Cost $42.90 Unrealized
AIG AMERICAN INTERNATIONAL GROUP 0.0%
Value ($000) $7 Shares 100 Est. Cost $40.92 Unrealized +80.1%
OGN ORGANON & CO 0.0%
Value ($000) $7 Shares 336 Est. Cost $19.01 Unrealized -1.8%
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $6.45 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $7 Shares 200 Est. Cost $34.98 Unrealized +3.9%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $7 Shares 33 Est. Cost $47.25 Unrealized +327.4%
AVGO BROADCOM INC 0.0%
Value ($000) $6 Shares 4 Est. Cost $53.29 Unrealized +158.3%
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $6 Shares 236 Est. Cost $20.78 Unrealized +20.3%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $62.12 Unrealized 0.0%
ROKU ROKU INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $122.30 Unrealized -52.1%
RUM RUMBLE INC CL A 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $10.96 Unrealized -41.2%
NUE NUCOR CORP 0.0%
Value ($000) $6 Shares 35 Est. Cost $35.61 Unrealized +374.4%
BIRK BIRKENSTOCK HOLDING PLC 0.0%
Value ($000) $5 Shares 100 Est. Cost $43.30 Unrealized +14.5%
XTL SPDR S&P TELECOM ETF 0.0%
Value ($000) $5 Shares 70 Est. Cost $69.81 Unrealized
SPG SIMON PROPERTY GROUP INC REIT 0.0%
Value ($000) $5 Shares 34 Est. Cost $107.32 Unrealized +26.3%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $5 Shares 33 Est. Cost $21.15 Unrealized +517.8%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $5 Shares 20 Est. Cost $186.58 Unrealized +16.8%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $4 Shares 26 Est. Cost $160.87 Unrealized 0.0%
BBY BEST BUY CO INC 0.0%
Value ($000) $4 Shares 49 Est. Cost $82.25 Unrealized -11.0%
NOW SERVICENOW INC 0.0%
Value ($000) $4 Shares 5 Est. Cost $146.74 Unrealized 0.0%
ZS ZSCALER INC 0.0%
Value ($000) $4 Shares 20 Est. Cost $149.95 Unrealized +18.7%
APA APA CORP 0.0%
Value ($000) $4 Shares 125 Est. Cost $28.82 Unrealized 0.0%
EXC EXELON CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $32.52 Unrealized +6.8%
WY WEYERHAEUSER CO REIT 0.0%
Value ($000) $3 Shares 110 Est. Cost $28.09 Unrealized +4.7%
NVO NOVO NORDISK AS SPONS ADR 0.0%
Value ($000) $3 Shares 20 Est. Cost $128.40 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $6.00 Unrealized
FTRE FORTREA HLDGS INC 0.0%
Value ($000) $3 Shares 110 Est. Cost $29.59 Unrealized +4.9%
SON SONOCO PRODUCTS CO 0.0%
Value ($000) $3 Shares 50 Est. Cost $53.73 Unrealized 0.0%
MTW MANITOWOC CO INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.12 Unrealized +22.1%
DJT TRUMP MEDIA & TECHNOLOGY GROUP 0.0%
Value ($000) $2 Shares 70 Est. Cost $38.79 Unrealized +8.3%
XPH SPDR S&P PHARMACEUTICALS ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $41.00 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $2 Shares 700 Est. Cost $16.38 Unrealized -82.5%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $2 Shares 50 Est. Cost $31.45 Unrealized +3.5%
WBD WARNER BROS DISCOVERY INC CL A 0.0%
Value ($000) $2 Shares 205 Est. Cost $17.32 Unrealized -53.7%
KMI KINDER MORGAN INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $23.18 Unrealized -23.5%
CHTR CHARTER COMMUNICATIONS INC CL 0.0%
Value ($000) $1 Shares 3 Est. Cost $487.53 Unrealized -44.0%
CMPS COMPASS PATHWAYS LTD SPONS ADR 0.0%
Value ($000) $1 Shares 100 Est. Cost $8.75 Unrealized
MIND MEDICINE MINDMED INC 0.0%
Value ($000) $0 Shares 66 Est. Cost Unrealized
SPCE VIRGIN GALACTIC HOLDINGS INC 0.0%
Value ($000) $0 Shares 53 Est. Cost $18.13 Unrealized 0.0%
KLG WK KELLOGG CO 0.0%
Value ($000) $0 Shares 25 Est. Cost $13.14 Unrealized
SEDG SOLAREDGE TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $191.85 Unrealized -72.9%
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 29 Est. Cost $25.42 Unrealized -55.6%
LITHIUM AMERICAS ARGENTINA C 0.0%
Value ($000) $0 Shares 100 Est. Cost $6.32 Unrealized
LAC LITHIUM AMERICAS CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $7.45 Unrealized -40.7%
VOD VODAFONE GROUP SPONS ADR 0.0%
Value ($000) $0 Shares 18 Est. Cost $13.51 Unrealized