ST GERMAIN D J CO INC Diversified Active

CIK: 0000831571 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 23, 2023

Total Value ($000): $1,779,479 (100.0% shares, 0.0% debt)

Holdings (759)

AAPL APPLE INC 5.4%
Value ($000) $96,638 Shares 564,441 Est. Cost $94.42 Unrealized +92.0%
SPBO SPDR PORTFOLIO CORPORATE BOND ETF 5.3%
Value ($000) $94,826 Shares 3,438,230 Est. Cost $17.57 Unrealized
JQUA JPMORGAN U.S. QUALITY FACTOR ETF 5.3%
Value ($000) $94,230 Shares 2,177,713 Est. Cost $43.27 Unrealized
GOOGL ALPHABET INC CL A 3.3%
Value ($000) $58,694 Shares 448,522 Est. Cost $92.19 Unrealized +39.3%
JPUS JPMORGAN DIVERSIFIED RETURN U.S. EQUITY ETF 3.0%
Value ($000) $53,889 Shares 573,732 Est. Cost $66.29 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 2.5%
Value ($000) $43,964 Shares 125,504 Est. Cost $209.98 Unrealized +69.0%
SLB SCHLUMBERGER LTD COM STK 2.3%
Value ($000) $40,408 Shares 693,099 Est. Cost $30.61 Unrealized +77.8%
JAAA JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF 1.9%
Value ($000) $34,034 Shares 676,225 Est. Cost $44.58 Unrealized
MBB ISHARES MBS ETF 1.8%
Value ($000) $31,978 Shares 360,114 Est. Cost $107.06 Unrealized
JPM JPMORGAN CHASE & CO 1.7%
Value ($000) $29,380 Shares 202,592 Est. Cost $63.47 Unrealized +124.2%
META META PLATFORMS INC CL A 1.6%
Value ($000) $28,751 Shares 95,770 Est. Cost $169.07 Unrealized +77.0%
PG PROCTER AND GAMBLE 1.6%
Value ($000) $28,630 Shares 196,285 Est. Cost $84.48 Unrealized +70.6%
MSFT MICROSOFT CORP 1.5%
Value ($000) $26,992 Shares 85,486 Est. Cost $156.54 Unrealized +107.3%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $26,606 Shares 170,822 Est. Cost $97.84 Unrealized +56.7%
CVS CVS HEALTH CORP 1.5%
Value ($000) $26,457 Shares 378,930 Est. Cost $64.94 Unrealized -0.6%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 1.5%
Value ($000) $25,874 Shares 770,733 Est. Cost $40.10 Unrealized
CB CHUBB LIMITED COM 1.3%
Value ($000) $23,229 Shares 111,582 Est. Cost $131.30 Unrealized +49.9%
CSCO CISCO SYS INC COM 1.3%
Value ($000) $22,998 Shares 427,785 Est. Cost $19.22 Unrealized +161.6%
BKNG BOOKING HOLDINGS INC COM 1.2%
Value ($000) $22,171 Shares 7,189 Est. Cost $1922.72 Unrealized +54.9%
VO VANGUARD MID-CAP ETF 1.2%
Value ($000) $21,524 Shares 103,362 Est. Cost $132.98 Unrealized
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 1.2%
Value ($000) $21,360 Shares 679,178 Est. Cost $25.84 Unrealized
AMGN AMGEN INC COM 1.2%
Value ($000) $21,286 Shares 79,200 Est. Cost $120.34 Unrealized +92.7%
CMBS ISHARES CMBS ETF 1.1%
Value ($000) $20,224 Shares 449,024 Est. Cost $47.42 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 1.1%
Value ($000) $20,117 Shares 264,761 Est. Cost $88.39 Unrealized
CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF 1.1%
Value ($000) $19,920 Shares 869,121 Est. Cost $10.52 Unrealized
XOM EXXON MOBIL CORP COM 1.0%
Value ($000) $18,612 Shares 158,290 Est. Cost $58.98 Unrealized +71.3%
NFLX NETFLIX INC COM 1.0%
Value ($000) $18,399 Shares 48,727 Est. Cost $34.66 Unrealized +22.3%
CMI CUMMINS INC COM 1.0%
Value ($000) $17,609 Shares 77,075 Est. Cost $94.59 Unrealized +141.6%
SPMB SPDR PORTFOLIO MORTGAGE BACKED BOND ETF 1.0%
Value ($000) $17,311 Shares 832,237 Est. Cost $20.39 Unrealized
FTV FORTIVE CORP COM 0.9%
Value ($000) $16,252 Shares 219,142 Est. Cost $44.28 Unrealized +28.6%
FND FLOOR & DECOR HLDGS INC CL A 0.9%
Value ($000) $16,195 Shares 178,950 Est. Cost $94.92 Unrealized +7.3%
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.9%
Value ($000) $16,027 Shares 278,244 Est. Cost $28.94 Unrealized
VB VANGUARD SMALL-CAP ETF 0.9%
Value ($000) $15,692 Shares 82,995 Est. Cost $126.29 Unrealized
GIS GENERAL MLS INC COM 0.9%
Value ($000) $15,426 Shares 241,065 Est. Cost $41.84 Unrealized +54.3%
BLACKROCK INC COM 0.8%
Value ($000) $14,314 Shares 22,141 Est. Cost $377.76 Unrealized
CGCP CAPITAL GROUP CORE PLUS INCOME ETF 0.8%
Value ($000) $14,221 Shares 661,432 Est. Cost $21.73 Unrealized
RMD RESMED INC COM 0.8%
Value ($000) $14,166 Shares 95,799 Est. Cost $179.68 Unrealized -1.6%
ORCL ORACLE CORP COM 0.8%
Value ($000) $14,112 Shares 133,236 Est. Cost $31.53 Unrealized +257.7%
UBER UBER TECHNOLOGIES INC COM 0.8%
Value ($000) $13,956 Shares 303,464 Est. Cost $38.82 Unrealized +17.7%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.8%
Value ($000) $13,947 Shares 449,748 Est. Cost $35.44 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.8%
Value ($000) $13,713 Shares 58,492 Est. Cost $64.01 Unrealized +84.9%
VZ VERIZON COMMUNICATIONS 0.8%
Value ($000) $13,681 Shares 422,136 Est. Cost $35.69 Unrealized -18.8%
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.8%
Value ($000) $13,402 Shares 197,663 Est. Cost $32.20 Unrealized
PEP PEPSICO INC COM 0.8%
Value ($000) $13,394 Shares 79,049 Est. Cost $68.90 Unrealized +142.6%
BDX BECTON DICKINSON & CO 0.7%
Value ($000) $13,196 Shares 51,042 Est. Cost $170.59 Unrealized +51.4%
AMZN AMAZON.COM 0.7%
Value ($000) $13,000 Shares 102,266 Est. Cost $113.02 Unrealized +18.6%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.7%
Value ($000) $12,949 Shares 295,765 Est. Cost $32.27 Unrealized
QCOM QUALCOMM INC COM 0.7%
Value ($000) $12,544 Shares 112,947 Est. Cost $46.18 Unrealized +138.3%
WFC WELLS FARGO CO NEW COM 0.7%
Value ($000) $12,069 Shares 295,385 Est. Cost $36.63 Unrealized +11.1%
FAF FIRST AMERN FINL CORP COM 0.7%
Value ($000) $11,896 Shares 210,591 Est. Cost $44.11 Unrealized +25.0%
GOOG ALPHABET INC CAP STK CL C 0.7%
Value ($000) $11,641 Shares 88,288 Est. Cost $92.61 Unrealized +39.4%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.6%
Value ($000) $11,342 Shares 307,370 Est. Cost $38.11 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.6%
Value ($000) $11,336 Shares 238,198 Est. Cost $23.32 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.6%
Value ($000) $10,925 Shares 25,557 Est. Cost $236.43 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.6%
Value ($000) $10,543 Shares 20,911 Est. Cost $224.43 Unrealized +109.4%
BMO BANK MONTREAL QUE COM 0.6%
Value ($000) $10,430 Shares 123,623 Est. Cost $36.46 Unrealized +118.2%
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.6%
Value ($000) $10,027 Shares 228,986 Est. Cost $38.93 Unrealized
WMT WALMART INC 0.5%
Value ($000) $9,781 Shares 61,158 Est. Cost $40.79 Unrealized +27.0%
ABBV ABBVIE INC 0.5%
Value ($000) $9,746 Shares 65,381 Est. Cost $99.84 Unrealized +35.6%
TIPX SPDR BLOOMBERG 1-10 YEAR TIPS ETF 0.5%
Value ($000) $9,378 Shares 518,675 Est. Cost $10.94 Unrealized
INTC INTEL CORP 0.5%
Value ($000) $8,960 Shares 252,037 Est. Cost $36.34 Unrealized -5.8%
BX BLACKSTONE INC 0.5%
Value ($000) $8,917 Shares 83,230 Est. Cost $61.65 Unrealized +58.0%
TJX TJX COS INC NEW COM 0.5%
Value ($000) $8,842 Shares 99,488 Est. Cost $53.70 Unrealized +58.9%
SPIP SPDR PORTFOLIO TIPS ETF 0.5%
Value ($000) $8,659 Shares 348,584 Est. Cost $31.05 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.5%
Value ($000) $8,252 Shares 73,533 Est. Cost $112.92 Unrealized +10.0%
SPTI SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF 0.5%
Value ($000) $8,122 Shares 295,014 Est. Cost $17.95 Unrealized
NVO NOVO-NORDISK A S ADR 0.4%
Value ($000) $7,955 Shares 87,480 Est. Cost $40.35 Unrealized
FALN ISHARES FALLEN ANGELS USD BOND ETF 0.4%
Value ($000) $7,845 Shares 316,340 Est. Cost $1.26 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.4%
Value ($000) $7,717 Shares 153,536 Est. Cost $50.12 Unrealized
CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF 0.4%
Value ($000) $7,164 Shares 280,667 Est. Cost $12.87 Unrealized
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.4%
Value ($000) $7,011 Shares 69,644 Est. Cost $100.67 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.4%
Value ($000) $6,577 Shares 87,500 Est. Cost $80.43 Unrealized
HD HOME DEPOT INC COM 0.3%
Value ($000) $6,182 Shares 20,458 Est. Cost $183.72 Unrealized +64.9%
MUB ISHARES NATIONAL MUNI BOND ETF 0.3%
Value ($000) $6,089 Shares 59,377 Est. Cost $42.18 Unrealized
V VISA INC COM CL A 0.3%
Value ($000) $6,002 Shares 26,096 Est. Cost $144.25 Unrealized +63.7%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $5,908 Shares 103,126 Est. Cost $66.69 Unrealized -3.4%
AXP AMERICAN EXPRESS CO COM 0.3%
Value ($000) $5,824 Shares 39,038 Est. Cost $75.93 Unrealized +109.3%
GOVT ISHARES U.S. TREASURY BOND ETF 0.3%
Value ($000) $5,699 Shares 258,561 Est. Cost $25.55 Unrealized
BILS SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 0.3%
Value ($000) $5,247 Shares 52,769 Est. Cost $99.43 Unrealized
GLW CORNING INC COM 0.3%
Value ($000) $5,177 Shares 169,892 Est. Cost $19.31 Unrealized +59.0%
AMD ADVANCED MICRO DEVICES INC COM 0.3%
Value ($000) $5,104 Shares 49,637 Est. Cost $93.87 Unrealized +15.6%
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 0.3%
Value ($000) $4,770 Shares 180,210 Est. Cost $26.87 Unrealized
CME CME GROUP INC COM 0.3%
Value ($000) $4,713 Shares 23,540 Est. Cost $156.53 Unrealized +15.1%
STZ CONSTELLATION BRANDS INC CL A 0.3%
Value ($000) $4,556 Shares 18,127 Est. Cost $200.50 Unrealized +24.3%
CRM SALESFORCE COM 0.3%
Value ($000) $4,483 Shares 22,110 Est. Cost $171.29 Unrealized +24.6%
XYZ BLOCK INC CL A 0.2%
Value ($000) $4,426 Shares 99,993 Est. Cost $158.88 Unrealized -61.0%
MCD MCDONALDS CORP COM 0.2%
Value ($000) $4,368 Shares 16,580 Est. Cost $143.78 Unrealized +87.4%
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $4,258 Shares 7,536 Est. Cost $264.37 Unrealized +101.3%
SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF 0.2%
Value ($000) $4,253 Shares 178,930 Est. Cost $18.39 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.2%
Value ($000) $4,225 Shares 96,641 Est. Cost $37.29 Unrealized
PFE PFIZER INC COM 0.2%
Value ($000) $4,056 Shares 122,284 Est. Cost $31.80 Unrealized -3.9%
PSK SPDR ICE PREFERRED SECURITIES ETF 0.2%
Value ($000) $3,881 Shares 119,575 Est. Cost $40.40 Unrealized
MRK MERCK & CO INC COM 0.2%
Value ($000) $3,688 Shares 35,819 Est. Cost $66.27 Unrealized +50.6%
CGUS CAPITAL GROUP CORE EQUITY ETF 0.2%
Value ($000) $3,671 Shares 146,183 Est. Cost $25.52 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.2%
Value ($000) $3,575 Shares 38,931 Est. Cost $87.84 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.2%
Value ($000) $3,565 Shares 64,945 Est. Cost $50.63 Unrealized +15.5%
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.2%
Value ($000) $3,451 Shares 112,336 Est. Cost $30.58 Unrealized
SHM SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF 0.2%
Value ($000) $3,442 Shares 74,446 Est. Cost $37.65 Unrealized
AOS SMITH A O CORP COM 0.2%
Value ($000) $3,441 Shares 52,038 Est. Cost $56.23 Unrealized +21.0%
NULV NUVEEN ESG LARGE-CAP VALUE ETF 0.2%
Value ($000) $3,196 Shares 95,133 Est. Cost $26.43 Unrealized
VIG VANGUARD DIVIDEND APPREC INDEX FUND 0.2%
Value ($000) $3,184 Shares 20,493 Est. Cost $110.52 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.2%
Value ($000) $3,068 Shares 23,832 Est. Cost $99.15 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.2%
Value ($000) $3,063 Shares 29,211 Est. Cost $96.86 Unrealized +3.5%
ADP AUTOMATIC DATA PROCESSING INC COM 0.2%
Value ($000) $2,983 Shares 12,400 Est. Cost $126.12 Unrealized +83.3%
AMAT APPLIED MATLS INC COM 0.2%
Value ($000) $2,877 Shares 20,781 Est. Cost $46.82 Unrealized +199.9%
DIS DISNEY WALT CO 0.1%
Value ($000) $2,626 Shares 32,397 Est. Cost $133.49 Unrealized -37.5%
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.1%
Value ($000) $2,586 Shares 85,770 Est. Cost $32.79 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.1%
Value ($000) $2,528 Shares 6,555 Est. Cost $271.36 Unrealized +40.8%
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $2,471 Shares 34,648 Est. Cost $53.44 Unrealized
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $2,420 Shares 30,889 Est. Cost $58.10 Unrealized +33.9%
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.1%
Value ($000) $2,351 Shares 28,874 Est. Cost $59.07 Unrealized
ETN EATON CORP PLC SHS 0.1%
Value ($000) $2,294 Shares 10,757 Est. Cost $94.31 Unrealized +122.4%
UNP UNION PAC CORP COM 0.1%
Value ($000) $2,207 Shares 10,840 Est. Cost $160.48 Unrealized +28.5%
VUG VANGUARD GROWTH INDEX FUND 0.1%
Value ($000) $2,183 Shares 8,015 Est. Cost $56.97 Unrealized
VSGX VANGUARD ESG INTERNATIONAL STOCK ETF 0.1%
Value ($000) $2,169 Shares 42,996 Est. Cost $47.55 Unrealized
MTB M & T BK CORP COM 0.1%
Value ($000) $2,130 Shares 16,846 Est. Cost $141.94 Unrealized -15.1%
ABT ABBOTT LABS COM 0.1%
Value ($000) $2,107 Shares 21,756 Est. Cost $71.01 Unrealized +41.5%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $2,090 Shares 12,394 Est. Cost $114.31 Unrealized +27.5%
AFL AFLAC INC COM 0.1%
Value ($000) $1,887 Shares 24,582 Est. Cost $33.14 Unrealized +112.8%
TFI SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF 0.1%
Value ($000) $1,883 Shares 43,098 Est. Cost $49.10 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.1%
Value ($000) $1,882 Shares 38,000 Est. Cost $49.53 Unrealized
CAT CATERPILLAR INC COM 0.1%
Value ($000) $1,809 Shares 6,628 Est. Cost $158.52 Unrealized +64.9%
CGGR CAPITAL GROUP GROWTH ETF 0.1%
Value ($000) $1,764 Shares 72,003 Est. Cost $24.77 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $1,742 Shares 9,427 Est. Cost $131.17 Unrealized +32.5%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $1,694 Shares 38,214 Est. Cost $37.21 Unrealized +11.5%
VCEB VANGUARD ESG U.S. CORPORATE BOND ETF 0.1%
Value ($000) $1,645 Shares 27,705 Est. Cost $33.54 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $1,583 Shares 11,283 Est. Cost $107.77 Unrealized +22.3%
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $1,575 Shares 9,903 Est. Cost $109.49 Unrealized +45.1%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $1,573 Shares 3,663 Est. Cost $274.65 Unrealized
ESGV VANGUARD ESG U.S. STOCK ETF 0.1%
Value ($000) $1,557 Shares 20,700 Est. Cost $53.66 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $1,551 Shares 6,736 Est. Cost $124.78 Unrealized +84.4%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $1,506 Shares 15,600 Est. Cost $56.98 Unrealized +60.0%
NKE NIKE INC CL B 0.1%
Value ($000) $1,428 Shares 14,929 Est. Cost $77.74 Unrealized +26.4%
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $1,374 Shares 7,889 Est. Cost $180.55 Unrealized -3.1%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $1,322 Shares 22,770 Est. Cost $52.08 Unrealized +4.4%
NWBI NORTHWEST BANCSHARES INC MD COM 0.1%
Value ($000) $1,295 Shares 126,575 Est. Cost $6.22 Unrealized +51.4%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $1,247 Shares 7,058 Est. Cost $109.28 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $1,230 Shares 13,137 Est. Cost $111.81 Unrealized -28.8%
KO COCA COLA CO COM 0.1%
Value ($000) $1,186 Shares 21,186 Est. Cost $38.22 Unrealized +45.8%
NYF ISHARES NEW YORK MUNI BOND ETF 0.1%
Value ($000) $1,164 Shares 22,810 Est. Cost $56.60 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $1,160 Shares 2,836 Est. Cost $251.55 Unrealized +65.0%
ES EVERSOURCE ENERGY COM 0.1%
Value ($000) $1,152 Shares 19,806 Est. Cost $68.59 Unrealized -13.3%
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $1,107 Shares 9,158 Est. Cost $101.75 Unrealized +15.7%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $1,092 Shares 15,359 Est. Cost $58.13 Unrealized +21.9%
ESGE ISHARES ESG AWARE MSCI EM ETF 0.1%
Value ($000) $1,070 Shares 35,331 Est. Cost $31.63 Unrealized
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $1,032 Shares 3,643 Est. Cost $145.82 Unrealized +88.5%
RTX RTX CORPORATION COM 0.1%
Value ($000) $966 Shares 13,424 Est. Cost $90.27 Unrealized -10.0%
AJG GALLAGHER ARTHUR J & CO COM 0.1%
Value ($000) $962 Shares 4,219 Est. Cost $60.39 Unrealized +262.8%
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $944 Shares 8,539 Est. Cost $65.42 Unrealized +35.5%
VTV VANGUARD VALUE INDEX FUND 0.1%
Value ($000) $928 Shares 6,731 Est. Cost $92.55 Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.1%
Value ($000) $921 Shares 2,250 Est. Cost $56.70 Unrealized +251.8%
LOW LOWES COS INC COM 0.1%
Value ($000) $897 Shares 4,316 Est. Cost $140.52 Unrealized +52.9%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $880 Shares 5,025 Est. Cost $85.76 Unrealized +106.3%
ROST ROSS STORES INC COM 0.0%
Value ($000) $851 Shares 7,536 Est. Cost $102.22 Unrealized +9.4%
CI THE CIGNA GROUP COM 0.0%
Value ($000) $845 Shares 2,953 Est. Cost $267.28 Unrealized +2.1%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $811 Shares 2,642 Est. Cost $188.46 Unrealized +61.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $806 Shares 9,274 Est. Cost $43.45 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.0%
Value ($000) $795 Shares 11,388 Est. Cost $80.70 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $787 Shares 3,880 Est. Cost $101.66 Unrealized +92.6%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $777 Shares 3,944 Est. Cost $174.03 Unrealized +17.8%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $759 Shares 10,726 Est. Cost $75.10 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $753 Shares 6,807 Est. Cost $134.98 Unrealized -13.8%
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $740 Shares 38,000 Est. Cost $12.62 Unrealized +22.6%
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $725 Shares 27,689 Est. Cost $26.98 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $723 Shares 16,193 Est. Cost $53.58 Unrealized -17.8%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $707 Shares 1,785 Est. Cost $240.32 Unrealized +64.9%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $683 Shares 2,752 Est. Cost $87.76 Unrealized +150.9%
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $678 Shares 1,559 Est. Cost $33.54 Unrealized +33.5%
LLY ELI LILLY & CO COM 0.0%
Value ($000) $669 Shares 1,246 Est. Cost $223.45 Unrealized +126.8%
LIN LINDE PLC SHS 0.0%
Value ($000) $647 Shares 1,737 Est. Cost $352.90 Unrealized +4.6%
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $644 Shares 6,968 Est. Cost $63.20 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $642 Shares 16,382 Est. Cost $16.27 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $614 Shares 3,124 Est. Cost $162.62 Unrealized +19.3%
DE DEERE & CO COM 0.0%
Value ($000) $600 Shares 1,589 Est. Cost $120.60 Unrealized +230.0%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $563 Shares 5,530 Est. Cost $73.67 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $561 Shares 2,242 Est. Cost $209.68 Unrealized +22.5%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $553 Shares 1,708 Est. Cost $145.13 Unrealized +117.3%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $538 Shares 7,804 Est. Cost $61.36 Unrealized
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value ($000) $533 Shares 7,149 Est. Cost $73.35 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.0%
Value ($000) $531 Shares 1 Est. Cost $249666.89 Unrealized +115.9%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $529 Shares 1,935 Est. Cost $168.36 Unrealized +66.3%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $525 Shares 4,009 Est. Cost $112.50 Unrealized +24.4%
FISV FISERV INC COM 0.0%
Value ($000) $522 Shares 4,618 Est. Cost $101.91 Unrealized +20.8%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $515 Shares 4,299 Est. Cost $60.16 Unrealized +79.3%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $514 Shares 5,630 Est. Cost $82.46 Unrealized +12.1%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $512 Shares 18,700 Est. Cost $25.83 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $510 Shares 1,917 Est. Cost $125.83 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $504 Shares 1,215 Est. Cost $115.82 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE ETF 0.0%
Value ($000) $501 Shares 5,000 Est. Cost $99.76 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $467 Shares 8,710 Est. Cost $53.90 Unrealized
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF 0.0%
Value ($000) $465 Shares 14,670 Est. Cost $31.67 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $464 Shares 6,140 Est. Cost $65.84 Unrealized +19.4%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $439 Shares 1,333 Est. Cost $233.35 Unrealized +41.7%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $421 Shares 5,600 Est. Cost $52.15 Unrealized +42.6%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $421 Shares 3,106 Est. Cost $108.23 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $420 Shares 1,788 Est. Cost $116.11 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value ($000) $416 Shares 4,387 Est. Cost $58.32 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $416 Shares 1,854 Est. Cost $117.71 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $410 Shares 1,932 Est. Cost $157.42 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $403 Shares 3,286 Est. Cost $128.03 Unrealized -10.1%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $402 Shares 4,445 Est. Cost $30.11 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $401 Shares 7,836 Est. Cost $26.48 Unrealized +94.6%
T AT&T INC COM 0.0%
Value ($000) $399 Shares 26,537 Est. Cost $15.42 Unrealized -16.0%
CSX CSX CORP COM 0.0%
Value ($000) $397 Shares 12,896 Est. Cost $27.73 Unrealized +10.3%
QQQ INVESCO QQQ TRUST SERIES I 0.0%
Value ($000) $395 Shares 1,103 Est. Cost $359.88 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $385 Shares 5,167 Est. Cost $26.65 Unrealized +12.1%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $385 Shares 885 Est. Cost $413.96 Unrealized +5.5%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $382 Shares 6,720 Est. Cost $50.59 Unrealized +12.1%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $378 Shares 2,490 Est. Cost $117.36 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $368 Shares 2,246 Est. Cost $34.37 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $366 Shares 4,150 Est. Cost $66.53 Unrealized +25.6%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $351 Shares 6,355 Est. Cost $20.39 Unrealized +162.1%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $350 Shares 2,800 Est. Cost $78.57 Unrealized +59.8%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $344 Shares 3,541 Est. Cost $82.15 Unrealized +25.4%
DOW DOW INC COM 0.0%
Value ($000) $339 Shares 6,569 Est. Cost $38.61 Unrealized +19.9%
SO SOUTHERN CO COM 0.0%
Value ($000) $338 Shares 5,218 Est. Cost $43.47 Unrealized +46.7%
BA BOEING CO COM 0.0%
Value ($000) $335 Shares 1,746 Est. Cost $156.83 Unrealized +39.5%
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.0%
Value ($000) $324 Shares 7,099 Est. Cost $44.80 Unrealized
EFIV SPDR S&P 500 ESG ETF 0.0%
Value ($000) $313 Shares 7,555 Est. Cost $8.50 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $296 Shares 1,941 Est. Cost $90.49 Unrealized +72.4%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $295 Shares 3,939 Est. Cost $54.40 Unrealized +29.9%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $293 Shares 3,905 Est. Cost $81.07 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $291 Shares 4,420 Est. Cost $77.58 Unrealized -22.3%
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $288 Shares 10,532 Est. Cost $24.29 Unrealized +14.5%
IT GARTNER INC COM 0.0%
Value ($000) $275 Shares 800 Est. Cost $199.52 Unrealized +74.8%
BALL BALL CORP COM 0.0%
Value ($000) $274 Shares 5,500 Est. Cost $86.77 Unrealized -39.2%
RPM RPM INTL INC COM 0.0%
Value ($000) $270 Shares 2,850 Est. Cost $82.18 Unrealized +18.6%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $267 Shares 3,531 Est. Cost $88.52 Unrealized
OIH VANECK OIL SERVICES ETF 0.0%
Value ($000) $260 Shares 753 Est. Cost $282.65 Unrealized
CGSD CAPITAL GROUP SHORT DURATION INCOME 0.0%
Value ($000) $256 Shares 10,225 Est. Cost $25.10 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $251 Shares 5,258 Est. Cost $47.77 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $247 Shares 3,081 Est. Cost $50.22 Unrealized +63.7%
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $244 Shares 3,444 Est. Cost $66.95 Unrealized +3.7%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $240 Shares 2,591 Est. Cost $35.01 Unrealized +28.1%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $237 Shares 468 Est. Cost $447.89 Unrealized +18.1%
TQQQ PROSHARES ULTRAPRO QQQ 0.0%
Value ($000) $235 Shares 6,600 Est. Cost $41.00 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $234 Shares 1,951 Est. Cost $88.76 Unrealized +16.4%
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $232 Shares 7,502 Est. Cost $31.19 Unrealized -1.2%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $230 Shares 1,477 Est. Cost $121.77 Unrealized +24.5%
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $229 Shares 1,010 Est. Cost $235.32 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $223 Shares 3,511 Est. Cost $57.92 Unrealized +0.1%
MS MORGAN STANLEY 0.0%
Value ($000) $220 Shares 2,698 Est. Cost $41.04 Unrealized +95.6%
HSY HERSHEY CO COM 0.0%
Value ($000) $219 Shares 1,095 Est. Cost $174.56 Unrealized +19.5%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $216 Shares 2,005 Est. Cost $65.33 Unrealized
MCI BARINGS CORPORATE INVS COM 0.0%
Value ($000) $204 Shares 12,801 Est. Cost $16.48 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 0.0%
Value ($000) $194 Shares 2,058 Est. Cost $97.07 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $193 Shares 2,830 Est. Cost $79.45 Unrealized -8.8%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $192 Shares 1,285 Est. Cost $115.79 Unrealized
RYN RAYONIER INC COM 0.0%
Value ($000) $191 Shares 6,704 Est. Cost $30.03 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $189 Shares 5,731 Est. Cost $37.08 Unrealized -12.3%
GOVI INVESCO EQUAL WEIGHT 0-30 YEAR TREASURY ETF 0.0%
Value ($000) $189 Shares 7,061 Est. Cost $29.17 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $189 Shares 1,117 Est. Cost $167.31 Unrealized +6.0%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $189 Shares 2,717 Est. Cost $58.01 Unrealized +15.9%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $182 Shares 1,108 Est. Cost $181.67 Unrealized -7.7%
PROSHARES SHORT S&P500 0.0%
Value ($000) $181 Shares 12,500 Est. Cost $13.88 Unrealized
STT STATE STR CORP COM 0.0%
Value ($000) $180 Shares 2,689 Est. Cost $65.58 Unrealized -1.1%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $176 Shares 707 Est. Cost $261.15 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $166 Shares 1,572 Est. Cost $94.45 Unrealized +50.0%
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $163 Shares 1,335 Est. Cost $126.38 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $160 Shares 3,814 Est. Cost $36.15 Unrealized +0.8%
CGMU CAPITAL GROUP MUNICIPAL INCOME ETF 0.0%
Value ($000) $159 Shares 6,200 Est. Cost $26.18 Unrealized
BCC BOISE CASCADE CO DEL COM 0.0%
Value ($000) $155 Shares 1,500 Est. Cost $64.24 Unrealized +44.7%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $152 Shares 531 Est. Cost $269.77 Unrealized +10.0%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $151 Shares 1,650 Est. Cost $96.60 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $145 Shares 3,743 Est. Cost $35.11 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $143 Shares 876 Est. Cost $167.91 Unrealized -4.8%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $142 Shares 3,337 Est. Cost $39.91 Unrealized +4.8%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $138 Shares 2,475 Est. Cost $60.31 Unrealized -7.2%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $137 Shares 349 Est. Cost $407.28 Unrealized
BBT BERKSHIRE HILLS BANCORP INC COM 0.0%
Value ($000) $137 Shares 6,816 Est. Cost $19.67 Unrealized +0.0%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $136 Shares 1,809 Est. Cost $83.10 Unrealized -10.2%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $133 Shares 700 Est. Cost $161.75 Unrealized +14.1%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $128 Shares 753 Est. Cost $196.03 Unrealized -2.4%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $128 Shares 475 Est. Cost $283.20 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $127 Shares 885 Est. Cost $144.60 Unrealized +1.8%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $127 Shares 1,573 Est. Cost $83.93 Unrealized -5.0%
KKR KKR & CO INC COM 0.0%
Value ($000) $122 Shares 1,973 Est. Cost $51.41 Unrealized +16.3%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $121 Shares 1,170 Est. Cost $107.62 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $121 Shares 1,070 Est. Cost $115.26 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $120 Shares 1,856 Est. Cost $59.89 Unrealized +0.6%
WNEB WESTERN NEW ENG BANCORP INC COM 0.0%
Value ($000) $120 Shares 18,539 Est. Cost $5.91 Unrealized -1.3%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $120 Shares 1,078 Est. Cost $106.77 Unrealized -3.0%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $119 Shares 652 Est. Cost $194.45 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $118 Shares 1,279 Est. Cost $82.02 Unrealized +5.1%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $117 Shares 2,051 Est. Cost $59.51 Unrealized -7.3%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $116 Shares 2,185 Est. Cost $56.39 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $112 Shares 1,074 Est. Cost $109.84 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $111 Shares 305 Est. Cost $357.76 Unrealized +7.9%
URI UNITED RENTALS INC COM 0.0%
Value ($000) $111 Shares 250 Est. Cost $318.25 Unrealized +40.6%
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $111 Shares 3,475 Est. Cost $56.49 Unrealized
NTR NUTRIEN LTD COM 0.0%
Value ($000) $110 Shares 1,766 Est. Cost $58.12 Unrealized +0.3%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $109 Shares 836 Est. Cost $138.38 Unrealized
GLD SPDR GOLD SHARES 0.0%
Value ($000) $109 Shares 638 Est. Cost $178.27 Unrealized
AMCOR PLC ORD 0.0%
Value ($000) $108 Shares 11,840 Est. Cost $8.76 Unrealized -0.4%
REET ISHARES GLOBAL REIT ETF 0.0%
Value ($000) $108 Shares 5,080 Est. Cost $22.97 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $105 Shares 1,457 Est. Cost $74.29 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $103 Shares 1,642 Est. Cost $57.71 Unrealized +0.5%
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value ($000) $102 Shares 525 Est. Cost $205.53 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.0%
Value ($000) $101 Shares 1,992 Est. Cost $50.82 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $101 Shares 121 Est. Cost $68.73 Unrealized +22.2%
WAB WABTEC COM 0.0%
Value ($000) $100 Shares 944 Est. Cost $97.89 Unrealized +12.4%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $98 Shares 1,175 Est. Cost $74.47 Unrealized +13.0%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $97 Shares 1,666 Est. Cost $74.69 Unrealized -13.0%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $92 Shares 2,785 Est. Cost $34.06 Unrealized
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $92 Shares 201 Est. Cost $313.01 Unrealized +43.0%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $92 Shares 850 Est. Cost $112.39 Unrealized -2.7%
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $91 Shares 1,234 Est. Cost $71.39 Unrealized +0.5%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $91 Shares 788 Est. Cost $108.89 Unrealized +3.0%
DNP SELECT INCOME FD INC COM 0.0%
Value ($000) $89 Shares 9,400 Est. Cost $10.48 Unrealized
MSEX MIDDLESEX WTR CO COM 0.0%
Value ($000) $88 Shares 1,332 Est. Cost $78.27 Unrealized -1.6%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $87 Shares 615 Est. Cost $149.27 Unrealized
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $87 Shares 1,016 Est. Cost $86.19 Unrealized -2.7%
TXT TEXTRON INC COM 0.0%
Value ($000) $86 Shares 1,100 Est. Cost $65.78 Unrealized +13.0%
FDX FEDEX CORP COM 0.0%
Value ($000) $86 Shares 324 Est. Cost $190.61 Unrealized +29.5%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $84 Shares 1,125 Est. Cost $77.51 Unrealized +0.7%
DOV DOVER CORP COM 0.0%
Value ($000) $84 Shares 600 Est. Cost $138.45 Unrealized +1.4%
AME AMETEK INC COM 0.0%
Value ($000) $83 Shares 562 Est. Cost $143.53 Unrealized +7.1%
UGI UGI CORP NEW COM 0.0%
Value ($000) $83 Shares 3,600 Est. Cost $30.36 Unrealized -18.3%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $82 Shares 1,510 Est. Cost $48.12 Unrealized +21.6%
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $81 Shares 888 Est. Cost $82.63 Unrealized +12.7%
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $79 Shares 1,235 Est. Cost $58.97 Unrealized +12.6%
KVUE KENVUE INC COM 0.0%
Value ($000) $79 Shares 3,917 Est. Cost $21.04 Unrealized 0.0%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $78 Shares 826 Est. Cost $74.02 Unrealized +13.9%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $77 Shares 892 Est. Cost $112.95 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $77 Shares 501 Est. Cost $145.07 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $77 Shares 150 Est. Cost $408.69 Unrealized +22.1%
SPLUNK INC COM 0.0%
Value ($000) $73 Shares 500 Est. Cost $106.09 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $70 Shares 393 Est. Cost $141.27 Unrealized +20.5%
SYY SYSCO CORP COM 0.0%
Value ($000) $69 Shares 1,040 Est. Cost $73.92 Unrealized -9.3%
RPG INVESCO S&P 500 PURE GROWTH ETF 0.0%
Value ($000) $68 Shares 2,255 Est. Cost $54.45 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $67 Shares 153 Est. Cost $453.87 Unrealized -7.1%
CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF 0.0%
Value ($000) $67 Shares 3,095 Est. Cost $23.25 Unrealized
GNR SPDR S&P GLOBAL NATURAL RESOURCES ETF 0.0%
Value ($000) $67 Shares 1,203 Est. Cost $53.91 Unrealized
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $66 Shares 820 Est. Cost $81.24 Unrealized
CMF ISHARES CALIFORNIA MUNI BOND ETF 0.0%
Value ($000) $66 Shares 1,200 Est. Cost $56.95 Unrealized
CWST CASELLA WASTE SYS INC CL A 0.0%
Value ($000) $65 Shares 850 Est. Cost $89.23 Unrealized -8.1%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $64 Shares 795 Est. Cost $81.08 Unrealized
VMWARE INC CL A COM 0.0%
Value ($000) $63 Shares 379 Est. Cost $143.69 Unrealized
ALLE ALLEGION PLC ORD SHS 0.0%
Value ($000) $62 Shares 599 Est. Cost $102.48 Unrealized +6.7%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $62 Shares 5,687 Est. Cost $18.55 Unrealized -32.7%
KEY KEYCORP COM 0.0%
Value ($000) $59 Shares 5,490 Est. Cost $14.79 Unrealized -34.1%
MOO VANECK AGRIBUSINESS ETF 0.0%
Value ($000) $59 Shares 750 Est. Cost $81.73 Unrealized
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $59 Shares 460 Est. Cost $142.17 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $58 Shares 991 Est. Cost $65.44 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $58 Shares 473 Est. Cost $138.24 Unrealized -6.1%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $58 Shares 414 Est. Cost $138.16 Unrealized -3.1%
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $58 Shares 3,160 Est. Cost $18.54 Unrealized +2.0%
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.0%
Value ($000) $56 Shares 2,303 Est. Cost $25.37 Unrealized
OLN OLIN CORP COM PAR $1 0.0%
Value ($000) $55 Shares 1,098 Est. Cost $49.56 Unrealized +2.8%
NEU NEWMARKET CORP COM 0.0%
Value ($000) $55 Shares 120 Est. Cost $371.63 Unrealized +16.4%
CTAS CINTAS CORP COM 0.0%
Value ($000) $54 Shares 112 Est. Cost $105.21 Unrealized +16.0%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $54 Shares 640 Est. Cost $37.96 Unrealized +11.0%
WPC WP CAREY INC COM 0.0%
Value ($000) $54 Shares 992 Est. Cost $67.56 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $54 Shares 268 Est. Cost $170.16 Unrealized +16.4%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $53 Shares 3,300 Est. Cost $11.37 Unrealized +40.1%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $53 Shares 370 Est. Cost $128.26 Unrealized +12.5%
SXT SENSIENT TECHNOLOGIES CORP COM 0.0%
Value ($000) $53 Shares 900 Est. Cost $74.22 Unrealized -15.1%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $52 Shares 1,263 Est. Cost $42.74 Unrealized -5.3%
TPR TAPESTRY INC COM 0.0%
Value ($000) $52 Shares 1,798 Est. Cost $38.73 Unrealized -11.4%
VTRS VIATRIS INC COM 0.0%
Value ($000) $52 Shares 5,240 Est. Cost $8.47 Unrealized +10.3%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $51 Shares 506 Est. Cost $102.55 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $51 Shares 464 Est. Cost $96.85 Unrealized +14.8%
PHM PULTE GROUP INC COM 0.0%
Value ($000) $50 Shares 680 Est. Cost $41.03 Unrealized +90.7%
AGZ ISHARES AGENCY BOND ETF 0.0%
Value ($000) $50 Shares 475 Est. Cost $106.97 Unrealized
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $49 Shares 527 Est. Cost $93.66 Unrealized +3.1%
JBL JABIL INC COM 0.0%
Value ($000) $48 Shares 380 Est. Cost $65.55 Unrealized +65.9%
EXC EXELON CORP COM 0.0%
Value ($000) $48 Shares 1,272 Est. Cost $37.45 Unrealized -0.6%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $47 Shares 2,120 Est. Cost $28.49 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value ($000) $47 Shares 140 Est. Cost $336.69 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $47 Shares 200 Est. Cost $159.86 Unrealized +46.4%
KELLANOVA COM 0.0%
Value ($000) $47 Shares 786 Est. Cost $58.29 Unrealized -5.8%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $46 Shares 452 Est. Cost $96.44 Unrealized +2.0%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $46 Shares 422 Est. Cost $81.35 Unrealized +24.7%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $45 Shares 1,120 Est. Cost $30.98 Unrealized +19.4%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $45 Shares 360 Est. Cost $94.49 Unrealized +26.3%
TDC TERADATA CORP DEL COM 0.0%
Value ($000) $45 Shares 1,000 Est. Cost $45.09 Unrealized +8.5%
MANH MANHATTAN ASSOCIATES INC COM 0.0%
Value ($000) $43 Shares 220 Est. Cost $122.94 Unrealized +58.7%
AEE AMEREN CORP COM 0.0%
Value ($000) $43 Shares 580 Est. Cost $76.15 Unrealized -0.9%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $43 Shares 1,290 Est. Cost $31.42 Unrealized -3.3%
EMNT PIMCO ENHANCED SHORT MATURITY ACTIVE ESG ETF 0.0%
Value ($000) $42 Shares 428 Est. Cost $60.22 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC SHS USD 0.0%
Value ($000) $42 Shares 324 Est. Cost $134.55 Unrealized -1.0%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $42 Shares 781 Est. Cost $56.08 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $42 Shares 315 Est. Cost $134.87 Unrealized
BJ BJS WHSL CLUB HLDGS INC COM 0.0%
Value ($000) $41 Shares 581 Est. Cost $71.42 Unrealized -5.8%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $41 Shares 1,508 Est. Cost $31.15 Unrealized -13.0%
MCO MOODYS CORP COM 0.0%
Value ($000) $41 Shares 130 Est. Cost $266.40 Unrealized +25.3%
F FORD MTR CO DEL COM 0.0%
Value ($000) $41 Shares 3,294 Est. Cost $10.69 Unrealized +3.8%
EME EMCOR GROUP INC COM 0.0%
Value ($000) $40 Shares 190 Est. Cost $140.69 Unrealized +47.8%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $40 Shares 460 Est. Cost $87.47 Unrealized
XYL XYLEM INC COM 0.0%
Value ($000) $39 Shares 432 Est. Cost $102.37 Unrealized -2.1%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $38 Shares 390 Est. Cost $110.77 Unrealized
MDB MONGODB INC CL A 0.0%
Value ($000) $38 Shares 110 Est. Cost $291.65 Unrealized +30.2%
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value ($000) $38 Shares 364 Est. Cost $108.33 Unrealized
CACI CACI INTL INC CL A 0.0%
Value ($000) $38 Shares 121 Est. Cost $291.64 Unrealized +14.7%
NI NISOURCE INC COM 0.0%
Value ($000) $38 Shares 1,534 Est. Cost $25.49 Unrealized -1.8%
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $38 Shares 187 Est. Cost $234.82 Unrealized
TTEK TETRA TECH INC NEW COM 0.0%
Value ($000) $37 Shares 245 Est. Cost $29.13 Unrealized +11.6%
MARATHON OIL CORP COM 0.0%
Value ($000) $37 Shares 1,390 Est. Cost $27.07 Unrealized
SON SONOCO PRODS CO COM 0.0%
Value ($000) $37 Shares 675 Est. Cost $53.91 Unrealized -5.0%
HPQ HP INC COM 0.0%
Value ($000) $36 Shares 1,415 Est. Cost $26.85 Unrealized +4.1%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $36 Shares 225 Est. Cost $161.96 Unrealized
MOH MOLINA HEALTHCARE INC COM 0.0%
Value ($000) $36 Shares 110 Est. Cost $339.69 Unrealized -7.3%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $35 Shares 311 Est. Cost $132.11 Unrealized -10.8%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $35 Shares 1,027 Est. Cost $32.81 Unrealized -7.0%
HANCOCK JOHN TAX-ADVANTAGED DI COM 0.0%
Value ($000) $34 Shares 1,917 Est. Cost $20.40 Unrealized
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $34 Shares 495 Est. Cost $53.62 Unrealized +58.2%
VUSB VANGUARD ULTRA-SHORT BOND ETF 0.0%
Value ($000) $33 Shares 666 Est. Cost $24.52 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $33 Shares 508 Est. Cost $59.01 Unrealized
CZNC CITIZENS & NORTHN CORP COM 0.0%
Value ($000) $32 Shares 1,828 Est. Cost $16.70 Unrealized +0.0%
SLF SUN LIFE FINANCIAL INC. COM 0.0%
Value ($000) $32 Shares 650 Est. Cost $49.13 Unrealized +2.0%
FTNT FORTINET INC COM 0.0%
Value ($000) $31 Shares 530 Est. Cost $52.11 Unrealized +27.0%
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $31 Shares 245 Est. Cost $114.77 Unrealized
PSTG PURE STORAGE INC CL A 0.0%
Value ($000) $31 Shares 870 Est. Cost $29.08 Unrealized +27.5%
ILCV ISHARES MORNINGSTAR VALUE ETF 0.0%
Value ($000) $31 Shares 478 Est. Cost $66.52 Unrealized
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $31 Shares 240 Est. Cost $137.82 Unrealized -4.7%
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $30 Shares 1,012 Est. Cost $28.25 Unrealized -2.0%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $30 Shares 330 Est. Cost $85.48 Unrealized +15.2%
MLPA GLOBAL X MLP ETF 0.0%
Value ($000) $30 Shares 671 Est. Cost $42.93 Unrealized
PLD PROLOGIS INC. COM 0.0%
Value ($000) $30 Shares 266 Est. Cost $107.19 Unrealized +5.4%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $30 Shares 492 Est. Cost $60.16 Unrealized +3.6%
IDU ISHARES U.S. UTILITIES ETF 0.0%
Value ($000) $29 Shares 400 Est. Cost $81.75 Unrealized
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $29 Shares 147 Est. Cost $202.37 Unrealized +7.3%
PCAR PACCAR INC COM 0.0%
Value ($000) $29 Shares 340 Est. Cost $66.50 Unrealized +15.3%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.0%
Value ($000) $28 Shares 265 Est. Cost $110.48 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $28 Shares 315 Est. Cost $102.94 Unrealized
PUTNAM MUN OPPORTUNITIES TR SH BEN INT 0.0%
Value ($000) $28 Shares 3,000 Est. Cost $10.21 Unrealized
EZU ISHARES MSCI EUROZONE ETF 0.0%
Value ($000) $27 Shares 648 Est. Cost $42.24 Unrealized
CORT CORCEPT THERAPEUTICS INC COM 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $23.02 Unrealized +25.7%
SEE SEALED AIR CORP NEW COM 0.0%
Value ($000) $27 Shares 829 Est. Cost $39.98 Unrealized -8.6%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $27 Shares 265 Est. Cost $104.10 Unrealized
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value ($000) $27 Shares 1,200 Est. Cost $22.95 Unrealized -0.0%
IRBTQ IROBOT CORP COM 0.0%
Value ($000) $27 Shares 700 Est. Cost $39.91 Unrealized +0.6%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $26 Shares 193 Est. Cost $202.41 Unrealized -18.8%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $26 Shares 130 Est. Cost $43.74 Unrealized -5.0%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $26 Shares 213 Est. Cost $138.06 Unrealized -3.8%
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $26 Shares 380 Est. Cost $66.69 Unrealized -0.2%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $26 Shares 75 Est. Cost $336.94 Unrealized +3.8%
VAC MARRIOTT VACATIONS WORLDWIDE C COM 0.0%
Value ($000) $26 Shares 256 Est. Cost $129.78 Unrealized -12.1%
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $26 Shares 700 Est. Cost $34.63 Unrealized +27.6%
OC OWENS CORNING NEW COM 0.0%
Value ($000) $26 Shares 187 Est. Cost $112.11 Unrealized +22.6%
ANSYS INC COM 0.0%
Value ($000) $25 Shares 85 Est. Cost $241.59 Unrealized
ELF E L F BEAUTY INC COM 0.0%
Value ($000) $25 Shares 230 Est. Cost $96.26 Unrealized +26.2%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $25 Shares 320 Est. Cost $75.50 Unrealized +4.3%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $24 Shares 638 Est. Cost $39.56 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $24 Shares 356 Est. Cost $59.34 Unrealized +11.9%
ADBE ADOBE INC COM 0.0%
Value ($000) $24 Shares 47 Est. Cost $373.04 Unrealized +40.6%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $24 Shares 694 Est. Cost $35.65 Unrealized
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $23 Shares 300 Est. Cost $50.70 Unrealized +59.5%
MPV BARINGS PARTN INVS SH BEN INT 0.0%
Value ($000) $23 Shares 1,741 Est. Cost $12.91 Unrealized
GFS GLOBALFOUNDRIES INC ORDINARY SHARES 0.0%
Value ($000) $23 Shares 400 Est. Cost $60.51 Unrealized -1.9%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $22 Shares 100 Est. Cost $204.58 Unrealized +3.2%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $22 Shares 1,265 Est. Cost $14.20 Unrealized +13.3%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $22 Shares 150 Est. Cost $148.83 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $21 Shares 215 Est. Cost $96.72 Unrealized +1.4%
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $21 Shares 200 Est. Cost $108.41 Unrealized +1.5%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $21 Shares 321 Est. Cost $65.57 Unrealized
BCE BCE INC COM NEW 0.0%
Value ($000) $21 Shares 549 Est. Cost $35.41 Unrealized -2.2%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $21 Shares 820 Est. Cost $27.14 Unrealized
QRVO QORVO INC COM 0.0%
Value ($000) $21 Shares 215 Est. Cost $95.99 Unrealized +6.4%
FN FABRINET SHS 0.0%
Value ($000) $20 Shares 121 Est. Cost $138.67 Unrealized 0.0%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $20 Shares 356 Est. Cost $58.98 Unrealized
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $20 Shares 1,825 Est. Cost $11.37 Unrealized
MORGAN STANLEY CHINA A SH FD I COM 0.0%
Value ($000) $20 Shares 1,600 Est. Cost $12.71 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $20 Shares 272 Est. Cost $73.36 Unrealized
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $20 Shares 310 Est. Cost $41.72 Unrealized -7.2%
WTFC WINTRUST FINL CORP COM 0.0%
Value ($000) $20 Shares 260 Est. Cost $88.33 Unrealized -10.9%
APA APA CORPORATION COM 0.0%
Value ($000) $20 Shares 475 Est. Cost $35.35 Unrealized +6.2%
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $19 Shares 99 Est. Cost $205.77 Unrealized
IWX ISHARES RUSSELL TOP 200 VALUE ETF 0.0%
Value ($000) $19 Shares 294 Est. Cost $67.44 Unrealized
BK OF AMERICA CORP 7.25CNV PFD L 0.0%
Value ($000) $19 Shares 17 Est. Cost $1171.82 Unrealized
EWU ISHARES MSCI UNITED KINGDOM ETF 0.0%
Value ($000) $19 Shares 588 Est. Cost $31.64 Unrealized
ISCV ISHARES MORNINGSTAR SMALL CAP VALUE ETF 0.0%
Value ($000) $18 Shares 351 Est. Cost $54.02 Unrealized
INDB INDEPENDENT BK CORP MASS COM 0.0%
Value ($000) $18 Shares 370 Est. Cost $46.65 Unrealized +3.7%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $18 Shares 125 Est. Cost $159.11 Unrealized -9.2%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $18 Shares 260 Est. Cost $43.87 Unrealized +30.4%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $18 Shares 125 Est. Cost $107.19 Unrealized +13.9%
CBU COMMUNITY BK SYS INC COM 0.0%
Value ($000) $18 Shares 417 Est. Cost $44.65 Unrealized -2.5%
ITT ITT INC COM 0.0%
Value ($000) $18 Shares 179 Est. Cost $83.98 Unrealized +16.8%
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value ($000) $18 Shares 1,163 Est. Cost $24.47 Unrealized -30.8%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value ($000) $17 Shares 169 Est. Cost $106.07 Unrealized
POR PORTLAND GEN ELEC CO COM NEW 0.0%
Value ($000) $17 Shares 430 Est. Cost $40.14 Unrealized +0.8%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $17 Shares 239 Est. Cost $65.46 Unrealized +8.6%
WMS ADVANCED DRAIN SYS INC DEL COM 0.0%
Value ($000) $17 Shares 150 Est. Cost $93.21 Unrealized +29.5%
SWX SOUTHWEST GAS HLDGS INC COM 0.0%
Value ($000) $17 Shares 276 Est. Cost $59.14 Unrealized +7.9%
ATKR ATKORE INC COM 0.0%
Value ($000) $16 Shares 110 Est. Cost $126.47 Unrealized +15.1%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $16 Shares 303 Est. Cost $55.52 Unrealized -3.2%
SXI STANDEX INTL CORP COM 0.0%
Value ($000) $16 Shares 108 Est. Cost $132.03 Unrealized +12.8%
GHYG ISHARES US & INTL HIGH YIELD CORP BOND ETF 0.0%
Value ($000) $16 Shares 374 Est. Cost $41.52 Unrealized
MAS MASCO CORP COM 0.0%
Value ($000) $16 Shares 290 Est. Cost $49.92 Unrealized +10.8%
ALC ALCON AG ORD SHS 0.0%
Value ($000) $15 Shares 197 Est. Cost $76.87 Unrealized +6.2%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $15 Shares 225 Est. Cost $68.37 Unrealized
IOO ISHARES GLOBAL 100 ETF 0.0%
Value ($000) $15 Shares 204 Est. Cost $76.06 Unrealized
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value ($000) $15 Shares 400 Est. Cost $32.86 Unrealized 0.0%
BKH BLACK HILLS CORP COM 0.0%
Value ($000) $14 Shares 286 Est. Cost $55.83 Unrealized -9.5%
EIX EDISON INTL COM 0.0%
Value ($000) $14 Shares 227 Est. Cost $62.32 Unrealized +0.1%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $14 Shares 250 Est. Cost $62.05 Unrealized
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $14 Shares 135 Est. Cost $106.31 Unrealized
DVA DAVITA INC COM 0.0%
Value ($000) $14 Shares 150 Est. Cost $102.00 Unrealized 0.0%
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $14 Shares 387 Est. Cost $35.54 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $14 Shares 80 Est. Cost $164.28 Unrealized +7.7%
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $14 Shares 210 Est. Cost $58.51 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $14 Shares 480 Est. Cost $26.95 Unrealized +0.7%
DEFIANCE NEXT GEN H2 ETF 0.0%
Value ($000) $14 Shares 2,070 Est. Cost $8.31 Unrealized
MMS MAXIMUS INC COM 0.0%
Value ($000) $14 Shares 182 Est. Cost $81.40 Unrealized 0.0%
VYX NCR VOYIX CORPORATION COM 0.0%
Value ($000) $13 Shares 500 Est. Cost $14.43 Unrealized +18.0%
CCK CROWN HLDGS INC COM 0.0%
Value ($000) $13 Shares 150 Est. Cost $76.94 Unrealized +13.4%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $13 Shares 305 Est. Cost $38.36 Unrealized
LAM RESEARCH CORP COM 0.0%
Value ($000) $13 Shares 21 Est. Cost $621.81 Unrealized
SMARTSHEET INC COM CL A 0.0%
Value ($000) $13 Shares 320 Est. Cost $38.26 Unrealized
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $13 Shares 75 Est. Cost $181.97 Unrealized
EPP ISHARES MSCI PACIFIC EX-JAPAN ETF 0.0%
Value ($000) $13 Shares 323 Est. Cost $39.78 Unrealized
HOLX HOLOGIC INC COM 0.0%
Value ($000) $12 Shares 180 Est. Cost $81.72 Unrealized -7.5%
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $12 Shares 769 Est. Cost $14.42 Unrealized +0.4%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $12 Shares 220 Est. Cost $65.02 Unrealized
W WAYFAIR INC CL A 0.0%
Value ($000) $12 Shares 200 Est. Cost $42.12 Unrealized +65.0%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $12 Shares 178 Est. Cost $63.48 Unrealized +4.4%
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $12 Shares 115 Est. Cost $108.87 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $12 Shares 365 Est. Cost $35.76 Unrealized -3.1%
NEM NEWMONT CORP COM 0.0%
Value ($000) $12 Shares 325 Est. Cost $39.90 Unrealized -3.9%
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value ($000) $12 Shares 450 Est. Cost $27.19 Unrealized
ZG ZILLOW GROUP INC CL A 0.0%
Value ($000) $12 Shares 260 Est. Cost $50.21 Unrealized 0.0%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $11 Shares 651 Est. Cost $19.27 Unrealized -3.8%
NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT 0.0%
Value ($000) $11 Shares 1,065 Est. Cost $12.08 Unrealized
CHIMERA INVT CORP COM NEW 0.0%
Value ($000) $11 Shares 2,000 Est. Cost $5.77 Unrealized
RARE ULTRAGENYX PHARMACEUTICAL INC COM 0.0%
Value ($000) $11 Shares 300 Est. Cost $46.38 Unrealized -14.6%
MGC VANGUARD MEGA CAP ETF 0.0%
Value ($000) $11 Shares 70 Est. Cost $156.46 Unrealized
BLACKROCK CORPOR HI YLD FD INC COM 0.0%
Value ($000) $11 Shares 1,231 Est. Cost $8.92 Unrealized
ASTE ASTEC INDS INC COM 0.0%
Value ($000) $11 Shares 225 Est. Cost $47.83 Unrealized 0.0%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $10 Shares 250 Est. Cost $40.83 Unrealized
SWBI SMITH & WESSON BRANDS INC COM 0.0%
Value ($000) $10 Shares 800 Est. Cost $12.19 Unrealized +2.5%
UHS UNIVERSAL HLTH SVCS INC CL B 0.0%
Value ($000) $10 Shares 80 Est. Cost $137.79 Unrealized -2.0%
VVV VALVOLINE INC COM 0.0%
Value ($000) $10 Shares 310 Est. Cost $30.25 Unrealized +16.2%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $101.47 Unrealized -2.7%
VTR VENTAS INC COM 0.0%
Value ($000) $10 Shares 235 Est. Cost $37.75 Unrealized +10.0%
RGA REINSURANCE GRP OF AMERICA INC COM NEW 0.0%
Value ($000) $10 Shares 67 Est. Cost $142.18 Unrealized -0.3%
OSK OSHKOSH CORP COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $80.98 Unrealized +14.6%
CC CHEMOURS CO COM 0.0%
Value ($000) $10 Shares 340 Est. Cost $27.54 Unrealized +13.3%
NUVEEN MASSACHUSETS QLT MUN FD COM 0.0%
Value ($000) $9 Shares 996 Est. Cost $10.44 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $9 Shares 185 Est. Cost $52.57 Unrealized -4.6%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $9 Shares 300 Est. Cost $27.83 Unrealized +10.0%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $9 Shares 268 Est. Cost $35.18 Unrealized -4.2%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $9 Shares 133 Est. Cost $58.50 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $9 Shares 60 Est. Cost $109.92 Unrealized +20.7%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $9 Shares 65 Est. Cost $116.96 Unrealized +18.0%
EOG EOG RES INC COM 0.0%
Value ($000) $9 Shares 70 Est. Cost $117.82 Unrealized -0.6%
SRE SEMPRA COM 0.0%
Value ($000) $9 Shares 130 Est. Cost $67.69 Unrealized -1.6%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $9 Shares 275 Est. Cost $31.41 Unrealized
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value ($000) $9 Shares 21 Est. Cost $407.99 Unrealized -0.5%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $8 Shares 61 Est. Cost $115.68 Unrealized +4.0%
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value ($000) $8 Shares 195 Est. Cost $43.57 Unrealized
IGE ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 0.0%
Value ($000) $8 Shares 200 Est. Cost $38.82 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $8 Shares 80 Est. Cost $104.04 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $8 Shares 13 Est. Cost $546.40 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $8 Shares 48 Est. Cost $140.25 Unrealized +13.7%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $7 Shares 25 Est. Cost $243.83 Unrealized +28.1%
CNQ CANADIAN NAT RES LTD COM 0.0%
Value ($000) $7 Shares 111 Est. Cost $25.69 Unrealized +8.4%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $7 Shares 100 Est. Cost $60.74 Unrealized +27.5%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $7 Shares 16 Est. Cost $341.23 Unrealized +21.9%
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $7 Shares 209 Est. Cost $33.46 Unrealized
PII POLARIS INC COM 0.0%
Value ($000) $7 Shares 65 Est. Cost $110.52 Unrealized +7.5%
FMC FMC CORP COM NEW 0.0%
Value ($000) $7 Shares 100 Est. Cost $108.32 Unrealized -28.3%
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $6 Shares 107 Est. Cost $60.29 Unrealized
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $6 Shares 500 Est. Cost $14.66 Unrealized +5.9%
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $6 Shares 1,707 Est. Cost $4.16 Unrealized
FLO FLOWERS FOODS INC COM 0.0%
Value ($000) $6 Shares 287 Est. Cost $23.09 Unrealized -8.7%
EATON VANCE TAX ADVT DIV INCM COM 0.0%
Value ($000) $6 Shares 293 Est. Cost $22.75 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $6 Shares 163 Est. Cost $33.48 Unrealized +16.5%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $6 Shares 400 Est. Cost $13.53 Unrealized +9.6%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $6 Shares 50 Est. Cost $124.94 Unrealized -0.5%
VREX VAREX IMAGING CORP COM 0.0%
Value ($000) $6 Shares 320 Est. Cost $20.81 Unrealized +0.6%
PIONEER NAT RES CO COM 0.0%
Value ($000) $6 Shares 26 Est. Cost $207.19 Unrealized
KLAC KLA CORP COM NEW 0.0%
Value ($000) $6 Shares 13 Est. Cost $337.92 Unrealized +38.9%
DIOD DIODES INC COM 0.0%
Value ($000) $6 Shares 75 Est. Cost $88.13 Unrealized -4.6%
AER AERCAP HOLDINGS NV SHS 0.0%
Value ($000) $6 Shares 94 Est. Cost $56.81 Unrealized +9.1%
EXE CHESAPEAKE ENERGY CORP COM 0.0%
Value ($000) $6 Shares 68 Est. Cost $73.57 Unrealized +7.5%
TGNA TEGNA INC COM 0.0%
Value ($000) $6 Shares 402 Est. Cost $16.30 Unrealized -0.5%
ORI OLD REP INTL CORP COM 0.0%
Value ($000) $6 Shares 210 Est. Cost $18.86 Unrealized +18.4%
FLEX FLEX LTD ORD 0.0%
Value ($000) $6 Shares 208 Est. Cost $19.09 Unrealized +6.1%
TEMPLETON GLOBAL INCOME FD COM 0.0%
Value ($000) $6 Shares 1,425 Est. Cost $4.14 Unrealized
RGR STURM RUGER & CO INC COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $54.55 Unrealized -3.7%
ZIMVIE INC COM 0.0%
Value ($000) $5 Shares 547 Est. Cost $11.23 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $5 Shares 41 Est. Cost $130.98 Unrealized -2.9%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $5 Shares 35 Est. Cost $144.26 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $5 Shares 70 Est. Cost $70.76 Unrealized
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 0.0%
Value ($000) $5 Shares 135 Est. Cost $45.58 Unrealized
MFS INTER INCOME TR SH BEN INT 0.0%
Value ($000) $5 Shares 1,730 Est. Cost $2.74 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $5 Shares 56 Est. Cost $82.52 Unrealized
JBLU JETBLUE AWYS CORP COM 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $7.31 Unrealized -10.0%
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $109.94 Unrealized +4.9%
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $5 Shares 15 Est. Cost $262.44 Unrealized +31.7%
WESTROCK CO COM 0.0%
Value ($000) $5 Shares 127 Est. Cost $35.16 Unrealized
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $4.53 Unrealized
LGND LIGAND PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $4 Shares 75 Est. Cost $75.03 Unrealized -12.3%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $4 Shares 244 Est. Cost $17.60 Unrealized +0.3%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $4 Shares 537 Est. Cost $8.30 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $4 Shares 65 Est. Cost $74.17 Unrealized
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $4 Shares 150 Est. Cost $23.04 Unrealized +28.2%
CALAMOS CONV & HIGH INCOME FD COM SHS 0.0%
Value ($000) $4 Shares 395 Est. Cost $11.23 Unrealized
MCK MCKESSON CORP COM 0.0%
Value ($000) $4 Shares 10 Est. Cost $379.54 Unrealized +9.8%
CR CRANE COMPANY COMMON STOCK 0.0%
Value ($000) $4 Shares 48 Est. Cost $75.98 Unrealized +15.6%
GLP GLOBAL PARTNERS LP COM UNITS 0.0%
Value ($000) $4 Shares 120 Est. Cost $30.73 Unrealized
BLDR BUILDERS FIRSTSOURCE INC COM 0.0%
Value ($000) $4 Shares 34 Est. Cost $111.21 Unrealized +24.1%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $4 Shares 80 Est. Cost $52.23 Unrealized +0.4%
ENPH ENPHASE ENERGY INC COM 0.0%
Value ($000) $4 Shares 35 Est. Cost $178.67 Unrealized -20.3%
ETFMG ALTERNATIVE HARVEST ETFMG ALTERNATIVE HARVEST 0.0%
Value ($000) $4 Shares 1,150 Est. Cost $2.99 Unrealized
SANDSTORM GOLD LTD COM NEW 0.0%
Value ($000) $4 Shares 875 Est. Cost $5.12 Unrealized
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $4 Shares 107 Est. Cost $36.55 Unrealized -1.1%
ENR ENERGIZER HLDGS INC NEW COM 0.0%
Value ($000) $4 Shares 125 Est. Cost $29.53 Unrealized +3.4%
LCTU BLACKROCK U.S. CARBON TRANSITION READINESS ETF 0.0%
Value ($000) $4 Shares 85 Est. Cost $47.08 Unrealized
PPH VANECK PHARMACEUTICAL ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $79.86 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $4 Shares 60 Est. Cost $67.50 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $4 Shares 100 Est. Cost $35.89 Unrealized +17.9%
WEN WENDYS CO COM 0.0%
Value ($000) $4 Shares 174 Est. Cost $21.43 Unrealized -2.5%
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $4 Shares 83 Est. Cost $39.20 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $3 Shares 45 Est. Cost $59.65 Unrealized +41.3%
TU TELUS CORPORATION COM 0.0%
Value ($000) $3 Shares 202 Est. Cost $20.14 Unrealized -12.5%
HZO MARINEMAX INC COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $29.44 Unrealized +18.1%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $3 Shares 45 Est. Cost $77.07 Unrealized +4.3%
MSCI MSCI INC COM 0.0%
Value ($000) $3 Shares 6 Est. Cost $510.96 Unrealized 0.0%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $3 Shares 59 Est. Cost $49.41 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 22 Est. Cost $149.07 Unrealized -0.6%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $3 Shares 20 Est. Cost $211.01 Unrealized -24.7%
DOUBLELINE INCOME SOLUTIONS FD COM 0.0%
Value ($000) $3 Shares 245 Est. Cost $11.91 Unrealized
STLA STELLANTIS N.V SHS 0.0%
Value ($000) $3 Shares 150 Est. Cost $17.55 Unrealized
EWD ISHARES MSCI SWEDEN ETF 0.0%
Value ($000) $3 Shares 87 Est. Cost $32.97 Unrealized
STE STERIS PLC SHS USD 0.0%
Value ($000) $3 Shares 13 Est. Cost $221.46 Unrealized 0.0%
USXF ISHARES ESG ADVANCED MSCI USA ETF 0.0%
Value ($000) $3 Shares 82 Est. Cost $34.66 Unrealized
VECTOR GROUP LTD COM 0.0%
Value ($000) $3 Shares 266 Est. Cost $12.81 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $3 Shares 169 Est. Cost $15.26 Unrealized 0.0%
CALY TOPGOLF CALLAWAY BRANDS CORP COM 0.0%
Value ($000) $3 Shares 200 Est. Cost $20.01 Unrealized -12.3%
GT GOODYEAR TIRE & RUBR CO COM 0.0%
Value ($000) $3 Shares 220 Est. Cost $12.49 Unrealized +8.8%
ICLR ICON PLC SHS 0.0%
Value ($000) $3 Shares 11 Est. Cost $252.02 Unrealized 0.0%
PAAS PAN AMERN SILVER CORP COM 0.0%
Value ($000) $3 Shares 187 Est. Cost $16.52 Unrealized -5.3%
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value ($000) $3 Shares 44 Est. Cost $67.34 Unrealized
CXT CRANE NXT CO COM 0.0%
Value ($000) $3 Shares 48 Est. Cost $49.36 Unrealized +14.4%
VGLT VANGUARD LONG-TERM TREASURY ETF 0.0%
Value ($000) $3 Shares 48 Est. Cost $63.52 Unrealized
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $3 Shares 50 Est. Cost $42.92 Unrealized +10.6%
GROY GOLD ROYALTY CORP COMMON SHARES 0.0%
Value ($000) $3 Shares 2,000 Est. Cost $2.07 Unrealized -23.5%
AI C3 AI INC CL A 0.0%
Value ($000) $3 Shares 100 Est. Cost $28.17 Unrealized +18.5%
TE CONNECTIVITY LTD SHS 0.0%
Value ($000) $2 Shares 20 Est. Cost $123.55 Unrealized
EVLV EVOLV TECHNOLOGIES HLDNGS INC COM CL A 0.0%
Value ($000) $2 Shares 500 Est. Cost $4.73 Unrealized +30.2%
NUVEEN S&P 500 BUY-WRITE INCOM COM 0.0%
Value ($000) $2 Shares 187 Est. Cost $13.37 Unrealized
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $97.14 Unrealized 0.0%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $2 Shares 47 Est. Cost $43.07 Unrealized +15.4%
BLD TOPBUILD CORP COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $275.46 Unrealized 0.0%
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $384.28 Unrealized 0.0%
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $2 Shares 66 Est. Cost $37.70 Unrealized
TG TREDEGAR CORP COM 0.0%
Value ($000) $2 Shares 415 Est. Cost $7.79 Unrealized -25.2%
SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 103 Est. Cost $21.76 Unrealized
CIEN CIENA CORP COM NEW 0.0%
Value ($000) $2 Shares 47 Est. Cost $44.08 Unrealized 0.0%
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value ($000) $2 Shares 172 Est. Cost $15.91 Unrealized
BBWI BATH & BODY WORKS INC COM 0.0%
Value ($000) $2 Shares 65 Est. Cost $33.87 Unrealized -0.1%
EATON VANCE TAX-MANAGED DIVERS COM 0.0%
Value ($000) $2 Shares 190 Est. Cost $12.46 Unrealized
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $2 Shares 150 Est. Cost $18.40 Unrealized
NPO ENPRO INDS INC COM 0.0%
Value ($000) $2 Shares 17 Est. Cost $106.19 Unrealized +24.0%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $2 Shares 214 Est. Cost $9.45 Unrealized
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value ($000) $2 Shares 44 Est. Cost $51.06 Unrealized -8.6%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $130.75 Unrealized +10.1%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $2 Shares 41 Est. Cost $59.35 Unrealized -22.3%
HXL HEXCEL CORP NEW COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $71.11 Unrealized 0.0%
ERIC ERICSSON ADR B SEK 10 0.0%
Value ($000) $2 Shares 400 Est. Cost $4.86 Unrealized
OABI OMNIAB INC COM 0.0%
Value ($000) $2 Shares 367 Est. Cost $4.05 Unrealized +31.7%
APTIV PLC SHS 0.0%
Value ($000) $2 Shares 19 Est. Cost $98.58 Unrealized
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $198.09 Unrealized -5.8%
LIVENT CORP COM 0.0%
Value ($000) $2 Shares 93 Est. Cost $19.87 Unrealized
XIFR NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 0.0%
Value ($000) $2 Shares 57 Est. Cost $60.14 Unrealized -15.8%
DJT DIGITAL WORLD ACQUISITION CORP CLASS A COM 0.0%
Value ($000) $2 Shares 102 Est. Cost $13.11 Unrealized +18.8%
WW INTL INC COM 0.0%
Value ($000) $2 Shares 150 Est. Cost $6.72 Unrealized
TRIP TRIPADVISOR INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $16.93 Unrealized -3.6%
DMXF ISHARES ESG ADVANCED MSCI EAFE ETF 0.0%
Value ($000) $2 Shares 28 Est. Cost $57.11 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $2 Shares 17 Est. Cost $96.99 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $2 Shares 17 Est. Cost $93.88 Unrealized
NUVEEN CORE EQUITY ALPHA FD COM 0.0%
Value ($000) $2 Shares 125 Est. Cost $12.76 Unrealized
MTW MANITOWOC CO INC COM NEW 0.0%
Value ($000) $2 Shares 100 Est. Cost $16.14 Unrealized +3.8%
BRKR BRUKER CORP COM 0.0%
Value ($000) $1 Shares 24 Est. Cost $66.65 Unrealized 0.0%
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $28.69 Unrealized +16.7%
EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF 0.0%
Value ($000) $1 Shares 32 Est. Cost $45.31 Unrealized
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.0%
Value ($000) $1 Shares 100 Est. Cost $17.47 Unrealized
BIO BIO RAD LABS INC CL A 0.0%
Value ($000) $1 Shares 4 Est. Cost $385.83 Unrealized 0.0%
HNDL STRATEGY SHARES NASDAQ 7HANDL INDEX ETF 0.0%
Value ($000) $1 Shares 75 Est. Cost $20.33 Unrealized
CCL CARNIVAL CORP COMMON STOCK 0.0%
Value ($000) $1 Shares 100 Est. Cost $11.70 Unrealized +41.7%
NWL NEWELL BRANDS INC COM 0.0%
Value ($000) $1 Shares 150 Est. Cost $8.88 Unrealized +0.9%
STERICYCLE INC COM 0.0%
Value ($000) $1 Shares 28 Est. Cost $46.43 Unrealized
PBD INVESCO GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $1 Shares 80 Est. Cost $18.90 Unrealized
AOUT AMERICAN OUTDOOR BRANDS INC COM 0.0%
Value ($000) $1 Shares 125 Est. Cost $8.32 Unrealized +12.0%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $1 Shares 6 Est. Cost $212.78 Unrealized 0.0%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $60.00 Unrealized
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $1 Shares 16 Est. Cost $69.13 Unrealized
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $50.71 Unrealized +0.1%
FREYEUR FREYR BATTERY SHS 0.0%
Value ($000) $1 Shares 200 Est. Cost $9.35 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $1 Shares 6 Est. Cost $165.33 Unrealized
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $95.40 Unrealized
VVX V2X INC COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $43.61 Unrealized +15.2%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $501.94 Unrealized 0.0%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $113.20 Unrealized -20.1%
NIO NIO INC SPON ADS 0.0%
Value ($000) $1 Shares 100 Est. Cost $9.69 Unrealized
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $858.21 Unrealized 0.0%
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $23.00 Unrealized +74.7%
KODK EASTMAN KODAK CO COM NEW 0.0%
Value ($000) $1 Shares 200 Est. Cost $4.89 Unrealized 0.0%
LCTD BLACKROCK WORLD EX U.S. CARBON TRANSITION READINESS ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $40.25 Unrealized
HANESBRANDS INC COM 0.0%
Value ($000) $1 Shares 200 Est. Cost $4.54 Unrealized
DXCM DEXCOM INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $120.95 Unrealized -6.8%
UAN CVR PARTNERS LP COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $82.56 Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 516 Est. Cost $2.20 Unrealized -23.1%
SSP SCRIPPS E W CO OHIO CL A NEW 0.0%
Value ($000) $1 Shares 133 Est. Cost $6.34 Unrealized -1.4%
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $33.65 Unrealized
QSR RESTAURANT BRANDS INTL INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $72.20 Unrealized -0.5%
SBH SALLY BEAUTY HLDGS INC COM 0.0%
Value ($000) $1 Shares 78 Est. Cost $12.68 Unrealized -16.3%
IMPEL PHARMACEUTICALS INC COM 0.0%
Value ($000) $1 Shares 1,500 Est. Cost $1.27 Unrealized
EXPI EXP WORLD HLDGS INC COM 0.0%
Value ($000) $1 Shares 37 Est. Cost $14.31 Unrealized +38.3%
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $1 Shares 20 Est. Cost $40.14 Unrealized -17.2%
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $47.92 Unrealized
NGVT INGEVITY CORP COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $70.50 Unrealized -22.6%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.53 Unrealized +7.2%
PENN PENN ENTERTAINMENT INC COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $26.63 Unrealized -9.1%
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $26.20 Unrealized
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $0 Shares 70 Est. Cost $8.04 Unrealized -6.4%
RYAM RAYONIER ADVANCED MATLS INC COM 0.0%
Value ($000) $0 Shares 119 Est. Cost $4.73 Unrealized -20.6%
VFC V F CORP COM 0.0%
Value ($000) $0 Shares 23 Est. Cost $20.50 Unrealized -7.1%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 24 Est. Cost $17.26 Unrealized -2.6%
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $0 Shares 37 Est. Cost $7.54 Unrealized
VSCO VICTORIAS SECRET AND CO COMMON STOCK 0.0%
Value ($000) $0 Shares 21 Est. Cost $25.20 Unrealized -24.9%
PATH UIPATH INC CL A 0.0%
Value ($000) $0 Shares 20 Est. Cost $16.04 Unrealized +3.8%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $139.36 Unrealized +11.5%
LUCID GROUP INC COM 0.0%
Value ($000) $0 Shares 57 Est. Cost $6.89 Unrealized
DOUG DOUGLAS ELLIMAN INC COM 0.0%
Value ($000) $0 Shares 139 Est. Cost $2.75 Unrealized -16.3%
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $31.40 Unrealized
DDD 3-D SYS CORP DEL COM NEW 0.0%
Value ($000) $0 Shares 50 Est. Cost $9.14 Unrealized -21.6%
HOMOLOGY MEDICINES INC COM 0.0%
Value ($000) $0 Shares 200 Est. Cost $0.89 Unrealized
LNSR LENSAR INC COM 0.0%
Value ($000) $0 Shares 75 Est. Cost $3.05 Unrealized +12.4%
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 29 Est. Cost $8.02 Unrealized -4.0%
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.0%
Value ($000) $0 Shares 12 Est. Cost $20.00 Unrealized
ACCO ACCO BRANDS CORP COM 0.0%
Value ($000) $0 Shares 31 Est. Cost $4.25 Unrealized +11.9%
BLUEBIRD BIO INC COM 0.0%
Value ($000) $0 Shares 57 Est. Cost $3.30 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $50.00 Unrealized
BRAINSTORM CELL THERAPEUTICS I COM NEW 0.0%
Value ($000) $0 Shares 500 Est. Cost $2.06 Unrealized
VIAV VIAVI SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $9.78 Unrealized +6.5%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $52.96 Unrealized -7.4%
2SEVENTY BIO INC COMMON STOCK 0.0%
Value ($000) $0 Shares 19 Est. Cost $10.11 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $75.00 Unrealized
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $33.85 Unrealized -3.8%
AVNS AVANOS MED INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $26.34 Unrealized -13.9%
THE BEACHBODY COMPANY INC COM CL A 0.0%
Value ($000) $0 Shares 200 Est. Cost $0.42 Unrealized
ONL ORION OFFICE REIT INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $6.60 Unrealized
FVRR FIVERR INTL LTD ORD SHS 0.0%
Value ($000) $0 Shares 2 Est. Cost $30.13 Unrealized -6.6%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $24.90 Unrealized -7.8%
ROII BITNILE METAVERSE INC COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $1.96 Unrealized -54.2%
VIRTUS CONVERTIBLE & INCOME FD COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $3.50 Unrealized
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $0 Shares 1 Est. Cost $36.00 Unrealized
PIMCO CORPORATE & INCOME OPPOR COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $14.00 Unrealized
HELIUS MED TECHNOLOGIES INC COM CL A NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $9.50 Unrealized
CNDT CONDUENT INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $3.27 Unrealized +1.9%
UIS UNISYS CORP COM NEW 0.0%
Value ($000) $0 Shares 4 Est. Cost $3.97 Unrealized +6.6%
RITE AID CORP COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $1.52 Unrealized
CODA CODA OCTOPUS GROUP INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $8.70 Unrealized -11.2%
FRCB FIRST REP BK SAN FRANCISCO CAL COM 0.0%
Value ($000) $0 Shares 28 Est. Cost $148.91 Unrealized -99.8%
LCTX LINEAGE CELL THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $1.38 Unrealized -1.6%
TITAN PHARMACEUTICALS INC DEL COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.00 Unrealized
VANECK RUSSIA ETF 0.0%
Value ($000) $0 Shares 2,175 Est. Cost Unrealized