ST GERMAIN D J CO INC Diversified Active

CIK: 0000831571 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 2, 2024

Total Value ($000): $1,919,799 (100.0% shares, 0.0% debt)

Holdings (784)

JQUA JPMORGAN U.S. QUALITY FACTOR ETF 5.7%
Value ($000) $110,246 Shares 2,303,517 Est. Cost $43.52 Unrealized
AAPL APPLE INC 5.7%
Value ($000) $108,880 Shares 565,520 Est. Cost $94.42 Unrealized +93.6%
SPBO SPDR PORTFOLIO CORPORATE BOND ETF 4.6%
Value ($000) $88,590 Shares 3,012,257 Est. Cost $17.57 Unrealized
GOOGL ALPHABET INC CL A 3.3%
Value ($000) $62,498 Shares 447,405 Est. Cost $92.19 Unrealized +44.6%
JPUS JPMORGAN DIVERSIFIED RETURN U.S. EQUITY ETF 2.8%
Value ($000) $54,378 Shares 529,370 Est. Cost $66.29 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 2.3%
Value ($000) $44,929 Shares 125,972 Est. Cost $209.98 Unrealized +67.2%
META META PLATFORMS INC CL A 1.9%
Value ($000) $36,344 Shares 102,678 Est. Cost $179.46 Unrealized +80.2%
SLB SCHLUMBERGER LTD COM STK 1.9%
Value ($000) $36,096 Shares 693,612 Est. Cost $30.61 Unrealized +67.3%
JPM JPMORGAN CHASE & CO 1.8%
Value ($000) $34,859 Shares 204,931 Est. Cost $64.40 Unrealized +125.0%
JAAA JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF 1.8%
Value ($000) $34,518 Shares 686,235 Est. Cost $44.66 Unrealized
MSFT MICROSOFT CORP 1.7%
Value ($000) $32,222 Shares 85,688 Est. Cost $156.54 Unrealized +123.8%
CVS CVS HEALTH CORP 1.5%
Value ($000) $29,233 Shares 370,222 Est. Cost $64.94 Unrealized +0.7%
PG PROCTER AND GAMBLE 1.5%
Value ($000) $28,877 Shares 197,060 Est. Cost $84.48 Unrealized +66.5%
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $26,326 Shares 167,962 Est. Cost $97.84 Unrealized +46.8%
MBB ISHARES MBS ETF 1.4%
Value ($000) $26,132 Shares 277,761 Est. Cost $107.06 Unrealized
BKNG BOOKING HOLDINGS INC COM 1.3%
Value ($000) $25,228 Shares 7,112 Est. Cost $1922.72 Unrealized +59.6%
CB CHUBB LIMITED COM 1.3%
Value ($000) $25,197 Shares 111,490 Est. Cost $131.30 Unrealized +62.8%
NFLX NETFLIX INC COM 1.2%
Value ($000) $23,599 Shares 48,470 Est. Cost $34.66 Unrealized +25.9%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 1.2%
Value ($000) $23,585 Shares 666,062 Est. Cost $40.10 Unrealized
VO VANGUARD MID-CAP ETF 1.2%
Value ($000) $23,144 Shares 99,486 Est. Cost $132.98 Unrealized
AMGN AMGEN INC COM 1.2%
Value ($000) $22,683 Shares 78,755 Est. Cost $120.34 Unrealized +112.0%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 1.1%
Value ($000) $21,924 Shares 472,908 Est. Cost $37.55 Unrealized
CSCO CISCO SYS INC COM 1.1%
Value ($000) $21,672 Shares 428,984 Est. Cost $19.22 Unrealized +149.5%
CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF 1.1%
Value ($000) $21,567 Shares 838,208 Est. Cost $10.52 Unrealized
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 1.1%
Value ($000) $21,046 Shares 641,073 Est. Cost $25.84 Unrealized
FND FLOOR & DECOR HLDGS INC CL A 1.1%
Value ($000) $20,510 Shares 183,845 Est. Cost $94.85 Unrealized -2.9%
CMI CUMMINS INC COM 1.0%
Value ($000) $18,930 Shares 79,015 Est. Cost $97.59 Unrealized +122.2%
BLACKROCK INC COM 1.0%
Value ($000) $18,826 Shares 23,191 Est. Cost $397.41 Unrealized
UBER UBER TECHNOLOGIES INC COM 1.0%
Value ($000) $18,583 Shares 301,825 Est. Cost $38.82 Unrealized +34.8%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 1.0%
Value ($000) $18,483 Shares 227,397 Est. Cost $88.39 Unrealized
VB VANGUARD SMALL-CAP ETF 0.9%
Value ($000) $17,534 Shares 82,192 Est. Cost $126.29 Unrealized
SPMB SPDR PORTFOLIO MORTGAGE BACKED BOND ETF 0.9%
Value ($000) $17,135 Shares 776,375 Est. Cost $20.39 Unrealized
RMD RESMED INC COM 0.9%
Value ($000) $17,064 Shares 99,200 Est. Cost $178.69 Unrealized -15.7%
PANW PALO ALTO NETWORKS INC COM 0.9%
Value ($000) $17,060 Shares 57,854 Est. Cost $64.01 Unrealized +108.9%
FTV FORTIVE CORP COM 0.9%
Value ($000) $16,660 Shares 226,264 Est. Cost $44.53 Unrealized +17.3%
GIS GENERAL MLS INC COM 0.9%
Value ($000) $16,646 Shares 255,548 Est. Cost $42.84 Unrealized +39.0%
XOM EXXON MOBIL CORP COM 0.9%
Value ($000) $16,410 Shares 164,132 Est. Cost $60.35 Unrealized +61.7%
QCOM QUALCOMM INC COM 0.8%
Value ($000) $16,048 Shares 110,956 Est. Cost $46.18 Unrealized +156.3%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.8%
Value ($000) $15,522 Shares 456,404 Est. Cost $35.42 Unrealized
AMZN AMAZON.COM 0.8%
Value ($000) $15,486 Shares 101,920 Est. Cost $113.02 Unrealized +24.0%
WFC WELLS FARGO CO NEW COM 0.8%
Value ($000) $14,840 Shares 301,499 Est. Cost $36.72 Unrealized +11.7%
CGCP CAPITAL GROUP CORE PLUS INCOME ETF 0.8%
Value ($000) $14,402 Shares 634,592 Est. Cost $21.73 Unrealized
ORCL ORACLE CORP COM 0.7%
Value ($000) $14,275 Shares 135,394 Est. Cost $32.72 Unrealized +226.1%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.7%
Value ($000) $14,234 Shares 337,451 Est. Cost $38.47 Unrealized
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.7%
Value ($000) $13,760 Shares 190,717 Est. Cost $32.20 Unrealized
FAF FIRST AMERN FINL CORP COM 0.7%
Value ($000) $13,588 Shares 210,863 Est. Cost $44.11 Unrealized +19.8%
VZ VERIZON COMMUNICATIONS 0.7%
Value ($000) $13,417 Shares 355,881 Est. Cost $35.69 Unrealized -13.1%
PEP PEPSICO INC COM 0.7%
Value ($000) $13,357 Shares 78,647 Est. Cost $68.90 Unrealized +123.2%
TIPX SPDR BLOOMBERG 1-10 YEAR TIPS ETF 0.7%
Value ($000) $13,175 Shares 708,703 Est. Cost $12.99 Unrealized
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.7%
Value ($000) $12,600 Shares 258,628 Est. Cost $40.06 Unrealized
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.7%
Value ($000) $12,488 Shares 214,090 Est. Cost $28.94 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.6%
Value ($000) $12,376 Shares 87,814 Est. Cost $92.61 Unrealized +45.4%
SPY SPDR S&P 500 ETF TRUST 0.6%
Value ($000) $12,257 Shares 25,788 Est. Cost $236.43 Unrealized
BDX BECTON DICKINSON & CO 0.6%
Value ($000) $12,190 Shares 49,993 Est. Cost $170.59 Unrealized +38.6%
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.6%
Value ($000) $11,655 Shares 116,240 Est. Cost $100.51 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.6%
Value ($000) $11,567 Shares 228,680 Est. Cost $23.32 Unrealized
BX BLACKSTONE INC 0.6%
Value ($000) $11,548 Shares 88,204 Est. Cost $63.93 Unrealized +59.7%
BMO BANK MONTREAL QUE COM 0.6%
Value ($000) $11,345 Shares 114,668 Est. Cost $36.46 Unrealized +110.0%
INTC INTEL CORP 0.6%
Value ($000) $11,199 Shares 222,863 Est. Cost $36.34 Unrealized +10.2%
UNH UNITEDHEALTH GROUP INC COM 0.6%
Value ($000) $10,972 Shares 20,841 Est. Cost $224.43 Unrealized +127.8%
ABBV ABBVIE INC 0.5%
Value ($000) $10,417 Shares 67,222 Est. Cost $100.82 Unrealized +34.6%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.5%
Value ($000) $10,024 Shares 82,363 Est. Cost $112.53 Unrealized -2.8%
WMT WALMART INC 0.5%
Value ($000) $9,474 Shares 60,092 Est. Cost $40.79 Unrealized +26.6%
TJX TJX COS INC NEW COM 0.5%
Value ($000) $9,449 Shares 100,720 Est. Cost $54.11 Unrealized +61.3%
NVO NOVO-NORDISK A S ADR 0.5%
Value ($000) $8,912 Shares 86,147 Est. Cost $40.35 Unrealized
FALN ISHARES FALLEN ANGELS USD BOND ETF 0.4%
Value ($000) $8,191 Shares 310,283 Est. Cost $1.26 Unrealized
XYZ BLOCK INC CL A 0.4%
Value ($000) $8,134 Shares 105,158 Est. Cost $153.85 Unrealized -63.3%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.4%
Value ($000) $8,106 Shares 145,009 Est. Cost $50.12 Unrealized
NEE NEXTERA ENERGY INC COM 0.4%
Value ($000) $7,735 Shares 127,350 Est. Cost $64.17 Unrealized -16.7%
AXP AMERICAN EXPRESS CO COM 0.4%
Value ($000) $7,290 Shares 38,911 Est. Cost $75.93 Unrealized +106.8%
GOVT ISHARES U.S. TREASURY BOND ETF 0.4%
Value ($000) $7,281 Shares 316,025 Est. Cost $25.09 Unrealized
HD HOME DEPOT INC COM 0.4%
Value ($000) $7,191 Shares 20,750 Est. Cost $185.27 Unrealized +58.5%
ETN EATON CORP PLC SHS 0.4%
Value ($000) $7,151 Shares 29,695 Est. Cost $171.63 Unrealized +25.6%
V VISA INC COM CL A 0.4%
Value ($000) $6,996 Shares 26,872 Est. Cost $147.09 Unrealized +65.0%
SPTI SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF 0.4%
Value ($000) $6,978 Shares 244,323 Est. Cost $17.95 Unrealized
CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF 0.4%
Value ($000) $6,953 Shares 257,612 Est. Cost $12.87 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.4%
Value ($000) $6,832 Shares 46,349 Est. Cost $93.87 Unrealized +25.5%
BSV VANGUARD SHORT-TERM BOND ETF 0.4%
Value ($000) $6,739 Shares 87,500 Est. Cost $80.43 Unrealized
SPIP SPDR PORTFOLIO TIPS ETF 0.3%
Value ($000) $6,480 Shares 253,405 Est. Cost $31.05 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.3%
Value ($000) $6,450 Shares 59,497 Est. Cost $42.18 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.3%
Value ($000) $6,219 Shares 45,602 Est. Cost $116.93 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 0.3%
Value ($000) $6,000 Shares 201,080 Est. Cost $27.18 Unrealized
CME CME GROUP INC COM 0.3%
Value ($000) $5,902 Shares 28,023 Est. Cost $162.63 Unrealized +19.7%
MDT MEDTRONIC PLC SHS 0.3%
Value ($000) $5,771 Shares 70,059 Est. Cost $65.57 Unrealized +9.0%
CRM SALESFORCE COM 0.3%
Value ($000) $5,554 Shares 21,108 Est. Cost $171.29 Unrealized +30.5%
GLW CORNING INC COM 0.3%
Value ($000) $5,317 Shares 174,602 Est. Cost $19.52 Unrealized +38.9%
BILS SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 0.3%
Value ($000) $5,066 Shares 51,107 Est. Cost $99.43 Unrealized
COST COSTCO WHSL CORP NEW COM 0.3%
Value ($000) $5,062 Shares 7,669 Est. Cost $269.74 Unrealized +112.6%
SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF 0.3%
Value ($000) $4,973 Shares 203,164 Est. Cost $19.12 Unrealized
MCD MCDONALDS CORP COM 0.2%
Value ($000) $4,698 Shares 15,846 Est. Cost $143.78 Unrealized +79.9%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.2%
Value ($000) $4,566 Shares 95,317 Est. Cost $37.29 Unrealized
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.2%
Value ($000) $4,380 Shares 85,444 Est. Cost $51.26 Unrealized
AOS SMITH A O CORP COM 0.2%
Value ($000) $4,366 Shares 52,959 Est. Cost $56.49 Unrealized +25.7%
CGUS CAPITAL GROUP CORE EQUITY ETF 0.2%
Value ($000) $4,283 Shares 151,350 Est. Cost $25.61 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.2%
Value ($000) $4,249 Shares 17,574 Est. Cost $200.50 Unrealized +13.7%
MRK MERCK & CO INC COM 0.2%
Value ($000) $3,789 Shares 34,753 Est. Cost $66.27 Unrealized +46.1%
NULV NUVEEN ESG LARGE-CAP VALUE ETF 0.2%
Value ($000) $3,613 Shares 100,600 Est. Cost $26.95 Unrealized
VIG VANGUARD DIVIDEND APPREC INDEX FUND 0.2%
Value ($000) $3,421 Shares 20,076 Est. Cost $110.52 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.2%
Value ($000) $3,352 Shares 6,555 Est. Cost $271.36 Unrealized +59.2%
AMAT APPLIED MATLS INC COM 0.2%
Value ($000) $3,336 Shares 20,585 Est. Cost $46.82 Unrealized +207.9%
TROW PRICE T ROWE GROUP INC COM 0.2%
Value ($000) $3,336 Shares 30,977 Est. Cost $96.45 Unrealized -7.0%
SHM SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF 0.2%
Value ($000) $3,196 Shares 66,878 Est. Cost $37.65 Unrealized
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.2%
Value ($000) $3,165 Shares 103,476 Est. Cost $30.58 Unrealized
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.2%
Value ($000) $2,993 Shares 32,871 Est. Cost $62.96 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.2%
Value ($000) $2,900 Shares 12,447 Est. Cost $126.12 Unrealized +76.1%
DIS DISNEY WALT CO 0.1%
Value ($000) $2,718 Shares 30,104 Est. Cost $133.49 Unrealized -35.4%
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $2,711 Shares 34,166 Est. Cost $53.44 Unrealized
VSGX VANGUARD ESG INTERNATIONAL STOCK ETF 0.1%
Value ($000) $2,710 Shares 49,015 Est. Cost $48.50 Unrealized
VUG VANGUARD GROWTH INDEX FUND 0.1%
Value ($000) $2,688 Shares 8,648 Est. Cost $75.55 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $2,650 Shares 10,787 Est. Cost $160.48 Unrealized +30.4%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.1%
Value ($000) $2,538 Shares 27,769 Est. Cost $87.84 Unrealized
PSK SPDR ICE PREFERRED SECURITIES ETF 0.1%
Value ($000) $2,395 Shares 71,444 Est. Cost $40.40 Unrealized
ABT ABBOTT LABS COM 0.1%
Value ($000) $2,364 Shares 21,476 Est. Cost $71.01 Unrealized +35.3%
MTB M & T BK CORP COM 0.1%
Value ($000) $2,268 Shares 16,545 Est. Cost $141.94 Unrealized -17.4%
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.1%
Value ($000) $2,228 Shares 71,444 Est. Cost $32.79 Unrealized
TFI SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF 0.1%
Value ($000) $2,176 Shares 46,297 Est. Cost $48.95 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.1%
Value ($000) $2,123 Shares 75,198 Est. Cost $24.92 Unrealized
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.1%
Value ($000) $2,111 Shares 72,656 Est. Cost $29.05 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $2,070 Shares 13,878 Est. Cost $116.82 Unrealized +18.0%
AFL AFLAC INC COM 0.1%
Value ($000) $2,028 Shares 24,582 Est. Cost $33.14 Unrealized +132.3%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $2,021 Shares 7,716 Est. Cost $137.80 Unrealized +65.0%
ESGV VANGUARD ESG U.S. STOCK ETF 0.1%
Value ($000) $2,014 Shares 23,682 Est. Cost $57.61 Unrealized
CAT CATERPILLAR INC COM 0.1%
Value ($000) $1,976 Shares 6,682 Est. Cost $158.52 Unrealized +58.5%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $1,967 Shares 12,029 Est. Cost $109.86 Unrealized +28.8%
VCEB VANGUARD ESG U.S. CORPORATE BOND ETF 0.1%
Value ($000) $1,967 Shares 31,029 Est. Cost $36.73 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $1,955 Shares 9,323 Est. Cost $131.17 Unrealized +31.4%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $1,835 Shares 44,647 Est. Cost $31.99 Unrealized
NKE NIKE INC CL B 0.1%
Value ($000) $1,718 Shares 15,823 Est. Cost $79.17 Unrealized +30.1%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $1,691 Shares 38,554 Est. Cost $37.21 Unrealized +7.7%
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.1%
Value ($000) $1,684 Shares 22,890 Est. Cost $77.11 Unrealized
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $1,677 Shares 9,841 Est. Cost $109.49 Unrealized +32.9%
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $1,662 Shares 7,889 Est. Cost $180.55 Unrealized -0.4%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $1,602 Shares 16,461 Est. Cost $58.61 Unrealized +50.3%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $1,590 Shares 3,328 Est. Cost $274.65 Unrealized
NWBI NORTHWEST BANCSHARES INC MD COM 0.1%
Value ($000) $1,549 Shares 124,095 Est. Cost $6.22 Unrealized +54.1%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $1,406 Shares 7,005 Est. Cost $109.28 Unrealized
VUSB VANGUARD ULTRA-SHORT BOND ETF 0.1%
Value ($000) $1,395 Shares 28,208 Est. Cost $48.85 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $1,347 Shares 16,899 Est. Cost $59.37 Unrealized +20.8%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $1,314 Shares 2,900 Est. Cost $255.21 Unrealized +63.6%
KO COCA COLA CO COM 0.1%
Value ($000) $1,291 Shares 21,899 Est. Cost $38.71 Unrealized +37.6%
MMM 3M CO COM 0.1%
Value ($000) $1,247 Shares 11,411 Est. Cost $111.81 Unrealized -32.4%
ES EVERSOURCE ENERGY COM 0.1%
Value ($000) $1,236 Shares 20,034 Est. Cost $68.40 Unrealized -23.9%
RTX RTX CORPORATION COM 0.1%
Value ($000) $1,233 Shares 14,658 Est. Cost $89.03 Unrealized -15.1%
ESGE ISHARES ESG AWARE MSCI EM ETF 0.1%
Value ($000) $1,190 Shares 37,116 Est. Cost $31.65 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $1,177 Shares 22,938 Est. Cost $52.08 Unrealized -9.7%
SCHW SCHWAB CHARLES CORP COM 0.1%
Value ($000) $1,131 Shares 16,433 Est. Cost $50.63 Unrealized +10.8%
VTV VANGUARD VALUE INDEX FUND 0.1%
Value ($000) $1,113 Shares 7,447 Est. Cost $98.03 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $1,101 Shares 8,630 Est. Cost $65.70 Unrealized +39.2%
PFE PFIZER INC COM 0.1%
Value ($000) $1,092 Shares 37,930 Est. Cost $31.80 Unrealized -17.0%
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $1,073 Shares 8,833 Est. Cost $101.75 Unrealized +9.3%
ROST ROSS STORES INC COM 0.1%
Value ($000) $1,043 Shares 7,536 Est. Cost $102.22 Unrealized +19.1%
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $1,014 Shares 5,106 Est. Cost $87.14 Unrealized +97.6%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $997 Shares 3,643 Est. Cost $145.82 Unrealized +77.8%
LOW LOWES COS INC COM 0.1%
Value ($000) $981 Shares 4,408 Est. Cost $141.65 Unrealized +37.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.1%
Value ($000) $964 Shares 9,274 Est. Cost $43.45 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $964 Shares 2,746 Est. Cost $193.16 Unrealized +61.9%
TT TRANE TECHNOLOGIES PLC SHS 0.1%
Value ($000) $962 Shares 3,945 Est. Cost $103.52 Unrealized +107.3%
TGT TARGET CORP COM 0.0%
Value ($000) $951 Shares 6,679 Est. Cost $134.98 Unrealized -16.3%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $949 Shares 4,219 Est. Cost $60.39 Unrealized +284.8%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $932 Shares 3,944 Est. Cost $174.03 Unrealized +15.0%
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $918 Shares 1,853 Est. Cost $35.57 Unrealized +30.2%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $912 Shares 2,250 Est. Cost $56.70 Unrealized +245.3%
CI THE CIGNA GROUP COM 0.0%
Value ($000) $884 Shares 2,953 Est. Cost $267.28 Unrealized +5.0%
DE DEERE & CO COM 0.0%
Value ($000) $842 Shares 2,106 Est. Cost $180.63 Unrealized +102.1%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $833 Shares 3,693 Est. Cost $168.16 Unrealized +18.1%
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $824 Shares 41,118 Est. Cost $12.88 Unrealized +23.9%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $812 Shares 10,667 Est. Cost $75.10 Unrealized
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $809 Shares 27,689 Est. Cost $26.98 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $783 Shares 1,837 Est. Cost $244.76 Unrealized +62.2%
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $775 Shares 666 Est. Cost $1006.25 Unrealized +0.0%
LLY ELI LILLY & CO COM 0.0%
Value ($000) $765 Shares 1,312 Est. Cost $241.14 Unrealized +138.5%
LIN LINDE PLC SHS 0.0%
Value ($000) $740 Shares 1,802 Est. Cost $354.00 Unrealized +8.4%
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $709 Shares 6,968 Est. Cost $63.20 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $685 Shares 7,130 Est. Cost $84.51 Unrealized +9.1%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $657 Shares 2,839 Est. Cost $91.51 Unrealized +129.9%
CSX CSX CORP COM 0.0%
Value ($000) $643 Shares 18,536 Est. Cost $28.69 Unrealized +7.6%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $635 Shares 8,426 Est. Cost $62.40 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $630 Shares 1,632 Est. Cost $145.13 Unrealized +118.9%
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value ($000) $603 Shares 7,149 Est. Cost $73.35 Unrealized
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $596 Shares 1,990 Est. Cost $171.30 Unrealized +60.4%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $585 Shares 8,045 Est. Cost $72.38 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $579 Shares 4,358 Est. Cost $101.91 Unrealized +20.4%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $565 Shares 3,964 Est. Cost $112.50 Unrealized +10.3%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $563 Shares 1,857 Est. Cost $125.83 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $555 Shares 5,492 Est. Cost $73.67 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.0%
Value ($000) $543 Shares 1 Est. Cost $249666.89 Unrealized +113.8%
QQQ INVESCO QQQ TRUST SERIES I 0.0%
Value ($000) $543 Shares 1,325 Est. Cost $368.20 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $542 Shares 1,119 Est. Cost $115.82 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $523 Shares 2,005 Est. Cost $164.20 Unrealized +30.3%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $519 Shares 19,709 Est. Cost $25.86 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE ETF 0.0%
Value ($000) $499 Shares 5,000 Est. Cost $99.76 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $491 Shares 4,229 Est. Cost $60.16 Unrealized +82.4%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $484 Shares 3,124 Est. Cost $128.03 Unrealized -6.3%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $484 Shares 1,273 Est. Cost $233.35 Unrealized +42.9%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $482 Shares 3,106 Est. Cost $108.23 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $466 Shares 1,874 Est. Cost $209.68 Unrealized +13.3%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $465 Shares 1,844 Est. Cost $117.71 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $464 Shares 3,541 Est. Cost $82.15 Unrealized +27.2%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value ($000) $457 Shares 4,387 Est. Cost $58.32 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $433 Shares 5,623 Est. Cost $26.84 Unrealized +8.1%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $432 Shares 2,246 Est. Cost $34.37 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $431 Shares 8,675 Est. Cost $53.90 Unrealized
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $427 Shares 2,113 Est. Cost $179.50 Unrealized 0.0%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $424 Shares 899 Est. Cost $414.47 Unrealized +7.8%
XVV ISHARES ESG SCREENED S&P 500 ETF 0.0%
Value ($000) $421 Shares 11,578 Est. Cost $36.39 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $420 Shares 6,140 Est. Cost $65.84 Unrealized -5.9%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $417 Shares 1,663 Est. Cost $116.11 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $411 Shares 2,490 Est. Cost $117.36 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $411 Shares 6,720 Est. Cost $50.59 Unrealized +13.2%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $405 Shares 1,708 Est. Cost $157.42 Unrealized
NYF ISHARES NEW YORK MUNI BOND ETF 0.0%
Value ($000) $397 Shares 7,335 Est. Cost $56.60 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $395 Shares 4,074 Est. Cost $66.53 Unrealized +26.0%
SO SOUTHERN CO COM 0.0%
Value ($000) $393 Shares 5,601 Est. Cost $44.85 Unrealized +42.1%
T AT&T INC COM 0.0%
Value ($000) $391 Shares 23,277 Est. Cost $15.42 Unrealized -7.8%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $387 Shares 4,769 Est. Cost $52.15 Unrealized +37.5%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $385 Shares 6,695 Est. Cost $21.97 Unrealized +134.6%
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.0%
Value ($000) $371 Shares 7,099 Est. Cost $44.80 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $367 Shares 4,380 Est. Cost $30.11 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $366 Shares 7,648 Est. Cost $26.48 Unrealized +75.8%
DOW DOW INC COM 0.0%
Value ($000) $364 Shares 6,640 Est. Cost $38.68 Unrealized +15.5%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $363 Shares 2,780 Est. Cost $78.57 Unrealized +52.4%
IT GARTNER INC COM 0.0%
Value ($000) $361 Shares 800 Est. Cost $199.52 Unrealized +100.2%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $360 Shares 4,220 Est. Cost $77.58 Unrealized -9.0%
EFIV SPDR S&P 500 ESG ETF 0.0%
Value ($000) $349 Shares 7,555 Est. Cost $8.50 Unrealized
TQQQ PROSHARES ULTRAPRO QQQ 0.0%
Value ($000) $335 Shares 6,600 Est. Cost $41.00 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $327 Shares 1,824 Est. Cost $90.49 Unrealized +79.5%
RPM RPM INTL INC COM 0.0%
Value ($000) $318 Shares 2,850 Est. Cost $82.18 Unrealized +22.9%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $317 Shares 1,144 Est. Cost $267.26 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $308 Shares 6,555 Est. Cost $53.58 Unrealized -25.0%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $308 Shares 4,680 Est. Cost $65.06 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $300 Shares 3,709 Est. Cost $54.40 Unrealized +32.7%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $300 Shares 4,733 Est. Cost $63.77 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $299 Shares 3,865 Est. Cost $81.07 Unrealized
SLF SUN LIFE FINANCIAL INC. COM 0.0%
Value ($000) $298 Shares 5,747 Est. Cost $49.20 Unrealized +0.0%
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $293 Shares 8,703 Est. Cost $24.29 Unrealized +13.7%
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $277 Shares 3,444 Est. Cost $66.95 Unrealized +8.3%
BALL BALL CORP COM 0.0%
Value ($000) $274 Shares 4,757 Est. Cost $86.77 Unrealized -42.3%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $273 Shares 3,051 Est. Cost $50.22 Unrealized +59.8%
BNL BROADSTONE NET LEASE INC COM 0.0%
Value ($000) $269 Shares 15,624 Est. Cost $17.22 Unrealized
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $262 Shares 2,591 Est. Cost $35.01 Unrealized +29.6%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $261 Shares 3,716 Est. Cost $58.06 Unrealized +4.0%
CGSD CAPITAL GROUP SHORT DURATION INCOME 0.0%
Value ($000) $260 Shares 10,225 Est. Cost $25.10 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $258 Shares 995 Est. Cost $235.32 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $257 Shares 1,931 Est. Cost $88.76 Unrealized +25.1%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $256 Shares 1,627 Est. Cost $122.92 Unrealized +9.2%
MCI BARINGS CORPORATE INVS COM 0.0%
Value ($000) $255 Shares 13,841 Est. Cost $16.62 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $248 Shares 2,804 Est. Cost $88.52 Unrealized
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $247 Shares 7,148 Est. Cost $31.19 Unrealized +4.3%
MS MORGAN STANLEY 0.0%
Value ($000) $245 Shares 2,627 Est. Cost $41.04 Unrealized +82.3%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $239 Shares 1,109 Est. Cost $181.67 Unrealized -3.6%
OIH VANECK OIL SERVICES ETF 0.0%
Value ($000) $233 Shares 753 Est. Cost $282.65 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 0.0%
Value ($000) $231 Shares 2,134 Est. Cost $97.47 Unrealized
CMBS ISHARES CMBS ETF 0.0%
Value ($000) $230 Shares 4,914 Est. Cost $47.42 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $225 Shares 5,201 Est. Cost $37.08 Unrealized -10.7%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $221 Shares 2,860 Est. Cost $79.35 Unrealized -12.0%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $218 Shares 1,602 Est. Cost $94.85 Unrealized +22.2%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $215 Shares 2,972 Est. Cost $58.55 Unrealized +9.8%
STT STATE STR CORP COM 0.0%
Value ($000) $208 Shares 2,689 Est. Cost $65.58 Unrealized -1.2%
RYN RAYONIER INC COM 0.0%
Value ($000) $206 Shares 6,169 Est. Cost $30.03 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $204 Shares 1,095 Est. Cost $174.56 Unrealized +1.8%
ECL ECOLAB INC COM 0.0%
Value ($000) $202 Shares 1,016 Est. Cost $167.31 Unrealized +5.1%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $201 Shares 379 Est. Cost $447.89 Unrealized +7.3%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value ($000) $200 Shares 1,788 Est. Cost $111.10 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $195 Shares 3,960 Est. Cost $47.77 Unrealized
BCC BOISE CASCADE CO DEL COM 0.0%
Value ($000) $194 Shares 1,500 Est. Cost $64.24 Unrealized +53.7%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $187 Shares 1,285 Est. Cost $115.79 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $185 Shares 1,580 Est. Cost $65.33 Unrealized
GOVI INVESCO EQUAL WEIGHT 0-30 YEAR TREASURY ETF 0.0%
Value ($000) $185 Shares 6,411 Est. Cost $29.17 Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $181 Shares 1,335 Est. Cost $126.38 Unrealized
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $179 Shares 9,230 Est. Cost $15.05 Unrealized 0.0%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $175 Shares 4,943 Est. Cost $35.18 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $174 Shares 3,337 Est. Cost $39.91 Unrealized +9.4%
BBT BERKSHIRE HILLS BANCORP INC COM 0.0%
Value ($000) $172 Shares 6,928 Est. Cost $19.67 Unrealized +1.5%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $169 Shares 4,199 Est. Cost $36.03 Unrealized -3.4%
CGMU CAPITAL GROUP MUNICIPAL INCOME ETF 0.0%
Value ($000) $168 Shares 6,200 Est. Cost $26.18 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $167 Shares 876 Est. Cost $167.91 Unrealized -0.7%
WNEB WESTERN NEW ENG BANCORP INC COM 0.0%
Value ($000) $167 Shares 18,539 Est. Cost $5.91 Unrealized +20.2%
AVGO BROADCOM INC COM 0.0%
Value ($000) $166 Shares 149 Est. Cost $73.15 Unrealized +26.1%
KKR KKR & CO INC COM 0.0%
Value ($000) $163 Shares 1,973 Est. Cost $51.41 Unrealized +30.0%
FDRR FIDELITY DIVIDEND ETF FOR RISING RATES 0.0%
Value ($000) $163 Shares 3,713 Est. Cost $43.91 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $161 Shares 369 Est. Cost $408.88 Unrealized
GLD SPDR GOLD SHARES 0.0%
Value ($000) $157 Shares 823 Est. Cost $181.17 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $152 Shares 1,620 Est. Cost $82.38 Unrealized +1.6%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $152 Shares 345 Est. Cost $361.29 Unrealized +7.5%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $152 Shares 802 Est. Cost $164.95 Unrealized +13.3%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $151 Shares 1,078 Est. Cost $106.77 Unrealized +16.8%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $150 Shares 482 Est. Cost $269.77 Unrealized +0.1%
JPEF JPMORGAN EQUITY FOCUS ETF 0.0%
Value ($000) $150 Shares 2,836 Est. Cost $52.72 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $149 Shares 2,040 Est. Cost $69.49 Unrealized -6.6%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $145 Shares 885 Est. Cost $144.60 Unrealized -1.9%
URI UNITED RENTALS INC COM 0.0%
Value ($000) $143 Shares 250 Est. Cost $318.25 Unrealized +45.4%
EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF 0.0%
Value ($000) $143 Shares 2,996 Est. Cost $47.71 Unrealized
PROSHARES SHORT S&P500 0.0%
Value ($000) $143 Shares 11,000 Est. Cost $13.88 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $143 Shares 1,480 Est. Cost $96.60 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $139 Shares 1,647 Est. Cost $83.59 Unrealized -8.7%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $133 Shares 2,185 Est. Cost $56.39 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $133 Shares 524 Est. Cost $210.35 Unrealized +15.2%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $131 Shares 1,809 Est. Cost $83.10 Unrealized -18.4%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $129 Shares 2,512 Est. Cost $42.05 Unrealized -1.7%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $127 Shares 2,051 Est. Cost $59.51 Unrealized -6.7%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $126 Shares 415 Est. Cost $283.20 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $125 Shares 1,074 Est. Cost $109.84 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $123 Shares 2,290 Est. Cost $49.53 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $123 Shares 197 Est. Cost $441.13 Unrealized +23.5%
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $122 Shares 3,475 Est. Cost $56.49 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $120 Shares 827 Est. Cost $138.38 Unrealized
REET ISHARES GLOBAL REIT ETF 0.0%
Value ($000) $120 Shares 4,946 Est. Cost $22.97 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $118 Shares 617 Est. Cost $194.45 Unrealized
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $117 Shares 1,286 Est. Cost $85.53 Unrealized -2.9%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $115 Shares 985 Est. Cost $115.26 Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $115 Shares 1,175 Est. Cost $74.47 Unrealized +8.4%
AMCOR PLC ORD 0.0%
Value ($000) $111 Shares 11,478 Est. Cost $8.76 Unrealized -3.6%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $109 Shares 753 Est. Cost $196.03 Unrealized -32.6%
WAB WABTEC COM 0.0%
Value ($000) $109 Shares 857 Est. Cost $97.89 Unrealized +14.1%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $107 Shares 850 Est. Cost $112.39 Unrealized -3.5%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $106 Shares 1,362 Est. Cost $74.29 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $104 Shares 2,455 Est. Cost $60.31 Unrealized -22.8%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $103 Shares 201 Est. Cost $313.01 Unrealized +63.4%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $103 Shares 1,780 Est. Cost $53.33 Unrealized +0.1%
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value ($000) $103 Shares 465 Est. Cost $205.53 Unrealized
NTR NUTRIEN LTD COM 0.0%
Value ($000) $100 Shares 1,766 Est. Cost $58.12 Unrealized -9.6%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $98 Shares 1,646 Est. Cost $59.89 Unrealized -2.1%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $96 Shares 926 Est. Cost $75.38 Unrealized +14.9%
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $96 Shares 1,235 Est. Cost $58.97 Unrealized +15.7%
HAS HASBRO INC COM 0.0%
Value ($000) $95 Shares 1,870 Est. Cost $46.08 Unrealized 0.0%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $94 Shares 788 Est. Cost $108.89 Unrealized +2.0%
AME AMETEK INC COM 0.0%
Value ($000) $93 Shares 562 Est. Cost $143.53 Unrealized +4.7%
DOV DOVER CORP COM 0.0%
Value ($000) $92 Shares 600 Est. Cost $138.45 Unrealized -1.3%
TOST TOAST INC CL A 0.0%
Value ($000) $91 Shares 5,000 Est. Cost $16.40 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $91 Shares 1,510 Est. Cost $48.12 Unrealized +11.4%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $91 Shares 2,413 Est. Cost $34.06 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $91 Shares 1,476 Est. Cost $74.69 Unrealized -23.5%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $89 Shares 1,125 Est. Cost $77.51 Unrealized -6.9%
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $89 Shares 1,234 Est. Cost $71.39 Unrealized -5.9%
UGI UGI CORP NEW COM 0.0%
Value ($000) $89 Shares 3,600 Est. Cost $30.36 Unrealized -27.3%
TXT TEXTRON INC COM 0.0%
Value ($000) $88 Shares 1,100 Est. Cost $65.78 Unrealized +17.6%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $88 Shares 555 Est. Cost $149.27 Unrealized
MSEX MIDDLESEX WTR CO COM 0.0%
Value ($000) $87 Shares 1,332 Est. Cost $78.27 Unrealized -15.8%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $87 Shares 502 Est. Cost $145.07 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $87 Shares 1,310 Est. Cost $57.71 Unrealized +1.8%
CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF 0.0%
Value ($000) $86 Shares 3,591 Est. Cost $23.34 Unrealized
KVUE KENVUE INC COM 0.0%
Value ($000) $84 Shares 3,917 Est. Cost $21.04 Unrealized -12.5%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $84 Shares 743 Est. Cost $112.95 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $81 Shares 393 Est. Cost $141.27 Unrealized +26.1%
DNP SELECT INCOME FD INC COM 0.0%
Value ($000) $80 Shares 9,400 Est. Cost $10.48 Unrealized
TPR TAPESTRY INC COM 0.0%
Value ($000) $77 Shares 2,099 Est. Cost $37.36 Unrealized -21.9%
SPLUNK INC COM 0.0%
Value ($000) $76 Shares 500 Est. Cost $106.09 Unrealized
ALLE ALLEGION PLC ORD SHS 0.0%
Value ($000) $76 Shares 599 Est. Cost $102.48 Unrealized +1.6%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $76 Shares 552 Est. Cost $141.32 Unrealized
RPG INVESCO S&P 500 PURE GROWTH ETF 0.0%
Value ($000) $73 Shares 2,255 Est. Cost $54.45 Unrealized
CWST CASELLA WASTE SYS INC CL A 0.0%
Value ($000) $73 Shares 850 Est. Cost $89.23 Unrealized -9.9%
TER TERADYNE INC COM 0.0%
Value ($000) $71 Shares 650 Est. Cost $94.00 Unrealized 0.0%
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $70 Shares 3,160 Est. Cost $18.54 Unrealized +3.6%
CMF ISHARES CALIFORNIA MUNI BOND ETF 0.0%
Value ($000) $70 Shares 1,200 Est. Cost $56.95 Unrealized
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $68 Shares 735 Est. Cost $81.24 Unrealized
CTAS CINTAS CORP COM 0.0%
Value ($000) $67 Shares 112 Est. Cost $105.21 Unrealized +25.2%
FLOT ISHARES FLOATING RATE BOND ETF 0.0%
Value ($000) $67 Shares 1,327 Est. Cost $50.82 Unrealized
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $66 Shares 414 Est. Cost $138.16 Unrealized +3.6%
KEY KEYCORP COM 0.0%
Value ($000) $66 Shares 4,601 Est. Cost $14.79 Unrealized -28.0%
NEU NEWMARKET CORP COM 0.0%
Value ($000) $66 Shares 120 Est. Cost $371.63 Unrealized +30.3%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $65 Shares 86 Est. Cost $725.10 Unrealized
WPC WP CAREY INC COM 0.0%
Value ($000) $64 Shares 992 Est. Cost $67.56 Unrealized
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $63 Shares 640 Est. Cost $37.96 Unrealized +14.3%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $63 Shares 700 Est. Cost $76.29 Unrealized +0.9%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value ($000) $63 Shares 166 Est. Cost $342.99 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $62 Shares 5,458 Est. Cost $18.55 Unrealized -41.8%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $62 Shares 268 Est. Cost $170.16 Unrealized +13.8%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $60 Shares 464 Est. Cost $96.85 Unrealized +14.0%
GNR SPDR S&P GLOBAL NATURAL RESOURCES ETF 0.0%
Value ($000) $59 Shares 1,050 Est. Cost $53.91 Unrealized
SXT SENSIENT TECHNOLOGIES CORP COM 0.0%
Value ($000) $59 Shares 900 Est. Cost $74.22 Unrealized -20.2%
OLN OLIN CORP COM PAR $1 0.0%
Value ($000) $59 Shares 1,098 Est. Cost $49.56 Unrealized -8.5%
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.0%
Value ($000) $58 Shares 2,263 Est. Cost $25.37 Unrealized
MOO VANECK AGRIBUSINESS ETF 0.0%
Value ($000) $57 Shares 750 Est. Cost $81.73 Unrealized
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $57 Shares 527 Est. Cost $93.66 Unrealized -1.7%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $57 Shares 3,300 Est. Cost $11.37 Unrealized +56.7%
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $56 Shares 447 Est. Cost $138.24 Unrealized -22.7%
VTRS VIATRIS INC COM 0.0%
Value ($000) $56 Shares 5,201 Est. Cost $8.47 Unrealized +2.6%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $56 Shares 138 Est. Cost $351.76 Unrealized +5.0%
DINO HF SINCLAIR CORP COM 0.0%
Value ($000) $56 Shares 1,000 Est. Cost $49.67 Unrealized 0.0%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $55 Shares 420 Est. Cost $129.17 Unrealized -7.1%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $54 Shares 200 Est. Cost $159.86 Unrealized +61.2%
DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF 0.0%
Value ($000) $54 Shares 2,234 Est. Cost $24.11 Unrealized
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $52 Shares 638 Est. Cost $73.75 Unrealized 0.0%
AGZ ISHARES AGENCY BOND ETF 0.0%
Value ($000) $52 Shares 475 Est. Cost $106.97 Unrealized
MCO MOODYS CORP COM 0.0%
Value ($000) $51 Shares 130 Est. Cost $266.40 Unrealized +28.3%
F FORD MTR CO DEL COM 0.0%
Value ($000) $50 Shares 4,124 Est. Cost $10.48 Unrealized -8.1%
XYL XYLEM INC COM 0.0%
Value ($000) $49 Shares 432 Est. Cost $102.37 Unrealized -4.9%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $49 Shares 422 Est. Cost $81.35 Unrealized +41.5%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $49 Shares 249 Est. Cost $170.11 Unrealized +1.6%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $49 Shares 758 Est. Cost $60.09 Unrealized -0.2%
JBL JABIL INC COM 0.0%
Value ($000) $48 Shares 380 Est. Cost $65.55 Unrealized +93.4%
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $48 Shares 506 Est. Cost $82.63 Unrealized +8.0%
ADBE ADOBE INC COM 0.0%
Value ($000) $48 Shares 80 Est. Cost $457.07 Unrealized +26.2%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $47 Shares 452 Est. Cost $96.44 Unrealized -0.3%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $46 Shares 315 Est. Cost $134.87 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $46 Shares 1,272 Est. Cost $37.45 Unrealized -5.2%
PHM PULTE GROUP INC COM 0.0%
Value ($000) $45 Shares 440 Est. Cost $41.03 Unrealized +103.8%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $45 Shares 781 Est. Cost $56.08 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $45 Shares 1,286 Est. Cost $32.16 Unrealized 0.0%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $44 Shares 1,233 Est. Cost $31.42 Unrealized -6.4%
TDC TERADATA CORP DEL COM 0.0%
Value ($000) $44 Shares 1,000 Est. Cost $45.09 Unrealized -0.3%
SUSA ISHARES MSCI USA ESG SELECT ETF 0.0%
Value ($000) $43 Shares 431 Est. Cost $100.51 Unrealized
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $43 Shares 311 Est. Cost $132.11 Unrealized -11.3%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $43 Shares 1,508 Est. Cost $31.15 Unrealized -20.0%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $43 Shares 374 Est. Cost $102.55 Unrealized
HPQ HP INC COM 0.0%
Value ($000) $43 Shares 1,415 Est. Cost $26.85 Unrealized -4.1%
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value ($000) $42 Shares 364 Est. Cost $108.33 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $42 Shares 2,472 Est. Cost $14.76 Unrealized +4.0%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $42 Shares 270 Est. Cost $94.49 Unrealized +34.8%
EMNT PIMCO ENHANCED SHORT MATURITY ACTIVE ESG ETF 0.0%
Value ($000) $42 Shares 428 Est. Cost $60.22 Unrealized
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $41 Shares 250 Est. Cost $128.26 Unrealized +18.0%
CGCB CAPITAL GROUP CORE BOND ETF 0.0%
Value ($000) $41 Shares 1,557 Est. Cost $26.45 Unrealized
CZNC CITIZENS & NORTHN CORP COM 0.0%
Value ($000) $41 Shares 1,828 Est. Cost $16.70 Unrealized +3.5%
EME EMCOR GROUP INC COM 0.0%
Value ($000) $41 Shares 190 Est. Cost $140.69 Unrealized +48.4%
TTEK TETRA TECH INC NEW COM 0.0%
Value ($000) $41 Shares 245 Est. Cost $29.13 Unrealized +9.6%
SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF 0.0%
Value ($000) $41 Shares 1,757 Est. Cost $23.18 Unrealized
NI NISOURCE INC COM 0.0%
Value ($000) $41 Shares 1,534 Est. Cost $25.49 Unrealized -5.7%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $41 Shares 375 Est. Cost $110.77 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $40 Shares 1,085 Est. Cost $32.68 Unrealized -7.0%
JAZZ JAZZ PHARMACEUTICALS PLC SHS USD 0.0%
Value ($000) $40 Shares 324 Est. Cost $134.55 Unrealized -7.3%
MOH MOLINA HEALTHCARE INC COM 0.0%
Value ($000) $40 Shares 110 Est. Cost $339.69 Unrealized +3.8%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $38 Shares 489 Est. Cost $66.22 Unrealized +1.1%
SON SONOCO PRODS CO COM 0.0%
Value ($000) $38 Shares 675 Est. Cost $53.91 Unrealized -8.1%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $38 Shares 1,040 Est. Cost $30.98 Unrealized +17.6%
HANCOCK JOHN TAX-ADVANTAGED DI COM 0.0%
Value ($000) $36 Shares 1,917 Est. Cost $20.40 Unrealized
EIX EDISON INTL COM 0.0%
Value ($000) $36 Shares 502 Est. Cost $60.79 Unrealized -2.1%
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $35 Shares 1,012 Est. Cost $28.25 Unrealized +3.6%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $34 Shares 131 Est. Cost $211.60 Unrealized +10.7%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $34 Shares 147 Est. Cost $202.37 Unrealized +1.5%
ILCV ISHARES MORNINGSTAR VALUE ETF 0.0%
Value ($000) $34 Shares 478 Est. Cost $66.52 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $34 Shares 108 Est. Cost $295.69 Unrealized 0.0%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $33 Shares 950 Est. Cost $31.81 Unrealized +5.2%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $33 Shares 71 Est. Cost $453.87 Unrealized -0.4%
CORT CORCEPT THERAPEUTICS INC COM 0.0%
Value ($000) $32 Shares 1,000 Est. Cost $23.02 Unrealized +19.3%
IDU ISHARES U.S. UTILITIES ETF 0.0%
Value ($000) $32 Shares 400 Est. Cost $81.75 Unrealized
MPV BARINGS PARTN INVS SH BEN INT 0.0%
Value ($000) $32 Shares 2,034 Est. Cost $13.30 Unrealized
ANSYS INC COM 0.0%
Value ($000) $31 Shares 85 Est. Cost $241.59 Unrealized
PUTNAM MUN OPPORTUNITIES TR SH BEN INT 0.0%
Value ($000) $31 Shares 3,000 Est. Cost $10.21 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $31 Shares 310 Est. Cost $102.94 Unrealized
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.0%
Value ($000) $30 Shares 265 Est. Cost $110.48 Unrealized
MLPA GLOBAL X MLP ETF 0.0%
Value ($000) $30 Shares 671 Est. Cost $42.93 Unrealized
CGBL CAPITAL GROUP CORE BALANCED ETF 0.0%
Value ($000) $30 Shares 1,083 Est. Cost $27.34 Unrealized
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $29 Shares 216 Est. Cost $120.61 Unrealized 0.0%
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $28 Shares 380 Est. Cost $66.69 Unrealized +8.2%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $28 Shares 130 Est. Cost $43.74 Unrealized -9.9%
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $28 Shares 410 Est. Cost $62.84 Unrealized
VAC MARRIOTT VACATIONS WORLDWIDE C COM 0.0%
Value ($000) $27 Shares 323 Est. Cost $120.56 Unrealized -29.2%
O REALTY INCOME CORP COM 0.0%
Value ($000) $27 Shares 472 Est. Cost $48.87 Unrealized -4.9%
IRBTQ IROBOT CORP COM 0.0%
Value ($000) $27 Shares 700 Est. Cost $39.91 Unrealized -10.9%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $27 Shares 193 Est. Cost $202.41 Unrealized -43.0%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $26 Shares 145 Est. Cost $161.96 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $26 Shares 148 Est. Cost $149.06 Unrealized +2.8%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $26 Shares 638 Est. Cost $39.56 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $26 Shares 694 Est. Cost $35.65 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $25 Shares 209 Est. Cost $116.33 Unrealized -0.6%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $25 Shares 187 Est. Cost $107.19 Unrealized -1.5%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $25 Shares 150 Est. Cost $148.83 Unrealized
INDB INDEPENDENT BK CORP MASS COM 0.0%
Value ($000) $24 Shares 370 Est. Cost $46.65 Unrealized +8.8%
GFS GLOBALFOUNDRIES INC ORDINARY SHARES 0.0%
Value ($000) $24 Shares 400 Est. Cost $60.51 Unrealized -8.4%
QRVO QORVO INC COM 0.0%
Value ($000) $24 Shares 215 Est. Cost $95.99 Unrealized +0.6%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $24 Shares 215 Est. Cost $96.72 Unrealized -6.0%
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $24 Shares 205 Est. Cost $114.77 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $24 Shares 452 Est. Cost $46.01 Unrealized
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $23 Shares 200 Est. Cost $108.41 Unrealized -2.2%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $23 Shares 820 Est. Cost $27.14 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $23 Shares 273 Est. Cost $73.36 Unrealized
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $22 Shares 581 Est. Cost $30.33 Unrealized 0.0%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $22 Shares 356 Est. Cost $58.98 Unrealized
TW TRADEWEB MKTS INC CL A 0.0%
Value ($000) $22 Shares 241 Est. Cost $89.28 Unrealized 0.0%
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $22 Shares 99 Est. Cost $205.77 Unrealized
CBU COMMUNITY BK SYS INC COM 0.0%
Value ($000) $22 Shares 417 Est. Cost $44.65 Unrealized -6.6%
BCE BCE INC COM NEW 0.0%
Value ($000) $22 Shares 549 Est. Cost $35.41 Unrealized -8.3%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $22 Shares 300 Est. Cost $50.70 Unrealized +44.9%
ITT ITT INC COM 0.0%
Value ($000) $21 Shares 179 Est. Cost $83.98 Unrealized +25.2%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $21 Shares 21 Est. Cost $802.78 Unrealized 0.0%
NOW SERVICENOW INC COM 0.0%
Value ($000) $21 Shares 30 Est. Cost $126.04 Unrealized 0.0%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $21 Shares 78 Est. Cost $242.98 Unrealized 0.0%
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $21 Shares 1,825 Est. Cost $11.37 Unrealized
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $21 Shares 640 Est. Cost $27.60 Unrealized 0.0%
MANH MANHATTAN ASSOCIATES INC COM 0.0%
Value ($000) $21 Shares 97 Est. Cost $122.94 Unrealized +72.1%
ISCV ISHARES MORNINGSTAR SMALL CAP VALUE ETF 0.0%
Value ($000) $21 Shares 351 Est. Cost $54.02 Unrealized
IWX ISHARES RUSSELL TOP 200 VALUE ETF 0.0%
Value ($000) $21 Shares 294 Est. Cost $67.44 Unrealized
MGA MAGNA INTL INC COM 0.0%
Value ($000) $21 Shares 347 Est. Cost $49.65 Unrealized 0.0%
TSLX SIXTH STREET SPECIALTY LENDING COM 0.0%
Value ($000) $20 Shares 948 Est. Cost $20.55 Unrealized 0.0%
MORGAN STANLEY CHINA A SH FD I COM 0.0%
Value ($000) $20 Shares 1,600 Est. Cost $12.71 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $20 Shares 247 Est. Cost $81.08 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $20 Shares 1,134 Est. Cost $15.33 Unrealized +0.1%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $20 Shares 260 Est. Cost $43.87 Unrealized +55.6%
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value ($000) $20 Shares 1,032 Est. Cost $24.47 Unrealized -38.9%
MAS MASCO CORP COM 0.0%
Value ($000) $19 Shares 290 Est. Cost $49.92 Unrealized +12.2%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $19 Shares 334 Est. Cost $50.71 Unrealized 0.0%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $19 Shares 121 Est. Cost $138.23 Unrealized -1.7%
WSC WILLSCOT MOBIL MINI HLDNG CORP COM CL A 0.0%
Value ($000) $18 Shares 413 Est. Cost $40.42 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $18 Shares 426 Est. Cost $34.98 Unrealized +2.6%
BJ BJS WHSL CLUB HLDGS INC COM 0.0%
Value ($000) $18 Shares 271 Est. Cost $71.42 Unrealized -5.2%
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $18 Shares 1,170 Est. Cost $15.15 Unrealized
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $18 Shares 904 Est. Cost $14.52 Unrealized +3.9%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $18 Shares 303 Est. Cost $55.52 Unrealized -5.8%
MDB MONGODB INC CL A 0.0%
Value ($000) $18 Shares 43 Est. Cost $291.65 Unrealized +30.1%
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $18 Shares 77 Est. Cost $234.82 Unrealized
SWX SOUTHWEST GAS HLDGS INC COM 0.0%
Value ($000) $17 Shares 276 Est. Cost $59.14 Unrealized +1.6%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $17 Shares 125 Est. Cost $159.11 Unrealized -19.2%
VICI VICI PPTYS INC COM 0.0%
Value ($000) $17 Shares 540 Est. Cost $25.92 Unrealized 0.0%
SXI STANDEX INTL CORP COM 0.0%
Value ($000) $17 Shares 108 Est. Cost $132.03 Unrealized +9.0%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $17 Shares 250 Est. Cost $62.05 Unrealized
APA APA CORPORATION COM 0.0%
Value ($000) $17 Shares 475 Est. Cost $35.35 Unrealized -2.0%
ADSK AUTODESK INC COM 0.0%
Value ($000) $17 Shares 69 Est. Cost $215.94 Unrealized 0.0%
AON AON PLC SHS CL A 0.0%
Value ($000) $17 Shares 57 Est. Cost $315.32 Unrealized 0.0%
DHI D R HORTON INC COM 0.0%
Value ($000) $17 Shares 109 Est. Cost $120.55 Unrealized 0.0%
LAM RESEARCH CORP COM 0.0%
Value ($000) $16 Shares 21 Est. Cost $621.81 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $16 Shares 1,185 Est. Cost $13.80 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $16 Shares 125 Est. Cost $107.19 Unrealized +11.3%
DXCM DEXCOM INC COM 0.0%
Value ($000) $16 Shares 127 Est. Cost $103.34 Unrealized -1.1%
BKH BLACK HILLS CORP COM 0.0%
Value ($000) $15 Shares 286 Est. Cost $55.83 Unrealized -17.3%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $15 Shares 178 Est. Cost $63.48 Unrealized +16.0%
SHOCKWAVE MED INC COM 0.0%
Value ($000) $15 Shares 79 Est. Cost $190.56 Unrealized
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $15 Shares 27 Est. Cost $469.47 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $15 Shares 43 Est. Cost $266.54 Unrealized +11.8%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $14 Shares 146 Est. Cost $98.99 Unrealized
RARE ULTRAGENYX PHARMACEUTICAL INC COM 0.0%
Value ($000) $14 Shares 300 Est. Cost $46.38 Unrealized -16.4%
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $14 Shares 175 Est. Cost $68.80 Unrealized 0.0%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $14 Shares 120 Est. Cost $106.31 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $14 Shares 115 Est. Cost $108.87 Unrealized
NEW YORK CMNTY BANCORP INC COM 0.0%
Value ($000) $14 Shares 1,374 Est. Cost $10.23 Unrealized
CCK CROWN HLDGS INC COM 0.0%
Value ($000) $14 Shares 150 Est. Cost $76.94 Unrealized +7.6%
KELLANOVA COM 0.0%
Value ($000) $14 Shares 244 Est. Cost $58.29 Unrealized -16.3%
NEM NEWMONT CORP COM 0.0%
Value ($000) $13 Shares 325 Est. Cost $39.90 Unrealized -7.7%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $13 Shares 125 Est. Cost $107.62 Unrealized
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $13 Shares 369 Est. Cost $31.96 Unrealized 0.0%
SEE SEALED AIR CORP NEW COM 0.0%
Value ($000) $13 Shares 363 Est. Cost $39.98 Unrealized -22.0%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $13 Shares 365 Est. Cost $35.76 Unrealized -15.4%
HMC HONDA MOTOR LTD ADR ECH CNV IN 3 0.0%
Value ($000) $13 Shares 415 Est. Cost $30.91 Unrealized
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $12 Shares 65 Est. Cost $181.97 Unrealized
W WAYFAIR INC CL A 0.0%
Value ($000) $12 Shares 200 Est. Cost $42.12 Unrealized +24.1%
UHS UNIVERSAL HLTH SVCS INC CL B 0.0%
Value ($000) $12 Shares 80 Est. Cost $137.79 Unrealized -3.2%
ARM ARM HOLDINGS PLC SPONSORED ADR 0.0%
Value ($000) $12 Shares 160 Est. Cost $75.14 Unrealized
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $12 Shares 305 Est. Cost $38.36 Unrealized
WAT WATERS CORP COM 0.0%
Value ($000) $12 Shares 36 Est. Cost $276.19 Unrealized 0.0%
MGC VANGUARD MEGA CAP ETF 0.0%
Value ($000) $12 Shares 70 Est. Cost $156.46 Unrealized
VVV VALVOLINE INC COM 0.0%
Value ($000) $12 Shares 310 Est. Cost $30.25 Unrealized +10.7%
BLACKROCK CORPOR HI YLD FD INC COM 0.0%
Value ($000) $12 Shares 1,231 Est. Cost $8.92 Unrealized
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.0%
Value ($000) $12 Shares 665 Est. Cost $17.34 Unrealized
SF STIFEL FINL CORP COM 0.0%
Value ($000) $11 Shares 165 Est. Cost $59.27 Unrealized 0.0%
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $11 Shares 307 Est. Cost $35.54 Unrealized
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $11 Shares 220 Est. Cost $65.02 Unrealized
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $11 Shares 68 Est. Cost $148.76 Unrealized 0.0%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $11 Shares 100 Est. Cost $101.47 Unrealized -6.5%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $11 Shares 385 Est. Cost $28.50 Unrealized
SWBI SMITH & WESSON BRANDS INC COM 0.0%
Value ($000) $11 Shares 800 Est. Cost $12.19 Unrealized +12.9%
OSK OSHKOSH CORP COM 0.0%
Value ($000) $11 Shares 100 Est. Cost $80.98 Unrealized +14.8%
RGA REINSURANCE GRP OF AMERICA INC COM NEW 0.0%
Value ($000) $11 Shares 67 Est. Cost $142.18 Unrealized +9.5%
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value ($000) $11 Shares 450 Est. Cost $27.19 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $11 Shares 160 Est. Cost $68.37 Unrealized
CC CHEMOURS CO COM 0.0%
Value ($000) $11 Shares 340 Est. Cost $27.54 Unrealized -9.6%
NUVEEN MASSACHUSETS QLT MUN FD COM 0.0%
Value ($000) $10 Shares 996 Est. Cost $10.44 Unrealized
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $10 Shares 300 Est. Cost $27.83 Unrealized +4.6%
ARTY ISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETF 0.0%
Value ($000) $10 Shares 290 Est. Cost $34.50 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $10 Shares 133 Est. Cost $58.50 Unrealized
CHIMERA INVT CORP COM NEW 0.0%
Value ($000) $10 Shares 2,000 Est. Cost $5.77 Unrealized
MPT MEDICAL PPTYS TRUST INC COM 0.0%
Value ($000) $10 Shares 2,017 Est. Cost $4.91 Unrealized
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $10 Shares 163 Est. Cost $52.33 Unrealized 0.0%
SRE SEMPRA COM 0.0%
Value ($000) $10 Shares 130 Est. Cost $67.69 Unrealized -1.4%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $9 Shares 258 Est. Cost $35.18 Unrealized -5.8%
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value ($000) $9 Shares 21 Est. Cost $407.99 Unrealized -1.6%
ZIMVIE INC COM 0.0%
Value ($000) $9 Shares 528 Est. Cost $11.23 Unrealized
ROKU ROKU INC COM CL A 0.0%
Value ($000) $9 Shares 100 Est. Cost $60.74 Unrealized +37.7%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $9 Shares 33 Est. Cost $228.27 Unrealized 0.0%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $9 Shares 60 Est. Cost $109.92 Unrealized +29.2%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $9 Shares 65 Est. Cost $116.96 Unrealized +10.2%
SBRA SABRA HEALTH CARE REIT INC COM 0.0%
Value ($000) $9 Shares 613 Est. Cost $14.27 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $9 Shares 233 Est. Cost $26.95 Unrealized +4.7%
VYX NCR VOYIX CORPORATION COM 0.0%
Value ($000) $8 Shares 500 Est. Cost $14.43 Unrealized +10.6%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $8 Shares 80 Est. Cost $104.04 Unrealized
PSTL POSTAL REALTY TRUST INC CL A 0.0%
Value ($000) $8 Shares 572 Est. Cost $14.56 Unrealized
AEE AMEREN CORP COM 0.0%
Value ($000) $8 Shares 115 Est. Cost $76.15 Unrealized -6.8%
IGE ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 0.0%
Value ($000) $8 Shares 200 Est. Cost $38.82 Unrealized
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $8 Shares 275 Est. Cost $31.41 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $8 Shares 45 Est. Cost $59.65 Unrealized +83.1%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $8 Shares 371 Est. Cost $13.53 Unrealized +26.3%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $8 Shares 13 Est. Cost $337.92 Unrealized +51.2%
ATR APTARGROUP INC COM 0.0%
Value ($000) $7 Shares 60 Est. Cost $122.13 Unrealized 0.0%
CNQ CANADIAN NAT RES LTD COM 0.0%
Value ($000) $7 Shares 111 Est. Cost $25.69 Unrealized +16.1%
MEC MAYVILLE ENGR CO INC COM 0.0%
Value ($000) $7 Shares 500 Est. Cost $12.41 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $7 Shares 93 Est. Cost $59.34 Unrealized +12.4%
AER AERCAP HOLDINGS NV SHS 0.0%
Value ($000) $7 Shares 94 Est. Cost $56.81 Unrealized +14.4%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $7 Shares 479 Est. Cost $19.27 Unrealized -36.0%
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $7 Shares 500 Est. Cost $14.66 Unrealized -14.4%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $7 Shares 50 Est. Cost $124.94 Unrealized +4.6%
VREX VAREX IMAGING CORP COM 0.0%
Value ($000) $7 Shares 320 Est. Cost $20.81 Unrealized -8.2%
EATON VANCE TAX ADVT DIV INCM COM 0.0%
Value ($000) $7 Shares 293 Est. Cost $22.75 Unrealized
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $6 Shares 50 Est. Cost $109.71 Unrealized 0.0%
FLO FLOWERS FOODS INC COM 0.0%
Value ($000) $6 Shares 287 Est. Cost $23.09 Unrealized -16.9%
FLEX FLEX LTD ORD 0.0%
Value ($000) $6 Shares 208 Est. Cost $19.09 Unrealized +4.8%
FMC FMC CORP COM NEW 0.0%
Value ($000) $6 Shares 100 Est. Cost $108.32 Unrealized -51.6%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $6 Shares 16 Est. Cost $341.23 Unrealized +19.5%
ORI OLD REP INTL CORP COM 0.0%
Value ($000) $6 Shares 210 Est. Cost $18.86 Unrealized +24.6%
PII POLARIS INC COM 0.0%
Value ($000) $6 Shares 65 Est. Cost $110.52 Unrealized -17.1%
TGNA TEGNA INC COM 0.0%
Value ($000) $6 Shares 402 Est. Cost $16.30 Unrealized -8.0%
DIOD DIODES INC COM 0.0%
Value ($000) $6 Shares 75 Est. Cost $88.13 Unrealized -17.1%
PIONEER NAT RES CO COM 0.0%
Value ($000) $6 Shares 26 Est. Cost $207.19 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $6 Shares 83 Est. Cost $68.29 Unrealized
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $6 Shares 1,701 Est. Cost $4.16 Unrealized
BLDR BUILDERS FIRSTSOURCE INC COM 0.0%
Value ($000) $6 Shares 34 Est. Cost $111.21 Unrealized +19.5%
CR CRANE COMPANY COMMON STOCK 0.0%
Value ($000) $6 Shares 48 Est. Cost $75.98 Unrealized +31.1%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $6 Shares 41 Est. Cost $130.98 Unrealized -3.6%
JBLU JETBLUE AWYS CORP COM 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $7.31 Unrealized -35.9%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $5 Shares 35 Est. Cost $144.26 Unrealized
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $4.53 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $5 Shares 70 Est. Cost $70.76 Unrealized
HUDSON PAC PPTYS INC COM 0.0%
Value ($000) $5 Shares 585 Est. Cost $9.31 Unrealized
TEMPLETON GLOBAL INCOME FD COM 0.0%
Value ($000) $5 Shares 1,425 Est. Cost $4.14 Unrealized
LGND LIGAND PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $5 Shares 75 Est. Cost $75.03 Unrealized -21.4%
WESTROCK CO COM 0.0%
Value ($000) $5 Shares 127 Est. Cost $35.16 Unrealized
EXE CHESAPEAKE ENERGY CORP COM 0.0%
Value ($000) $5 Shares 68 Est. Cost $73.57 Unrealized +4.7%
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $109.94 Unrealized +4.3%
GLP GLOBAL PARTNERS LP COM UNITS 0.0%
Value ($000) $5 Shares 120 Est. Cost $30.73 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $5 Shares 244 Est. Cost $17.60 Unrealized -12.7%
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 0.0%
Value ($000) $5 Shares 135 Est. Cost $45.58 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $5 Shares 65 Est. Cost $74.17 Unrealized
IOO ISHARES GLOBAL 100 ETF 0.0%
Value ($000) $5 Shares 58 Est. Cost $76.06 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $5 Shares 60 Est. Cost $87.47 Unrealized
MFS INTER INCOME TR SH BEN INT 0.0%
Value ($000) $5 Shares 1,730 Est. Cost $2.74 Unrealized
MCK MCKESSON CORP COM 0.0%
Value ($000) $5 Shares 10 Est. Cost $379.54 Unrealized +18.6%
ENPH ENPHASE ENERGY INC COM 0.0%
Value ($000) $5 Shares 35 Est. Cost $178.67 Unrealized -40.6%
RGR STURM RUGER & CO INC COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $54.55 Unrealized -12.0%
CALAMOS CONV & HIGH INCOME FD COM SHS 0.0%
Value ($000) $5 Shares 395 Est. Cost $11.23 Unrealized
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $5 Shares 98 Est. Cost $46.07 Unrealized
LCTU BLACKROCK U.S. CARBON TRANSITION READINESS ETF 0.0%
Value ($000) $4 Shares 85 Est. Cost $47.08 Unrealized
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $4 Shares 537 Est. Cost $8.30 Unrealized
SANDSTORM GOLD LTD COM NEW 0.0%
Value ($000) $4 Shares 875 Est. Cost $5.12 Unrealized
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $4 Shares 121 Est. Cost $36.35 Unrealized
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $4 Shares 15 Est. Cost $262.44 Unrealized -9.7%
PPH VANECK PHARMACEUTICAL ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $79.86 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $4 Shares 100 Est. Cost $35.89 Unrealized -1.3%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $4 Shares 74 Est. Cost $45.47 Unrealized +9.2%
HZO MARINEMAX INC COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $29.44 Unrealized +7.6%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $4 Shares 43 Est. Cost $82.52 Unrealized
TU TELUS CORPORATION COM 0.0%
Value ($000) $4 Shares 202 Est. Cost $20.14 Unrealized -14.1%
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $4 Shares 83 Est. Cost $39.20 Unrealized
STLA STELLANTIS N.V SHS 0.0%
Value ($000) $3 Shares 150 Est. Cost $17.55 Unrealized
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $3 Shares 107 Est. Cost $36.55 Unrealized -17.4%
MSCI MSCI INC COM 0.0%
Value ($000) $3 Shares 6 Est. Cost $510.96 Unrealized -1.5%
WEN WENDYS CO COM 0.0%
Value ($000) $3 Shares 174 Est. Cost $21.43 Unrealized -10.2%
BLD TOPBUILD CORP COM 0.0%
Value ($000) $3 Shares 9 Est. Cost $275.46 Unrealized +4.0%
ENR ENERGIZER HLDGS INC NEW COM 0.0%
Value ($000) $3 Shares 105 Est. Cost $29.53 Unrealized -3.6%
USXF ISHARES ESG ADVANCED MSCI USA ETF 0.0%
Value ($000) $3 Shares 82 Est. Cost $34.66 Unrealized
GT GOODYEAR TIRE & RUBR CO COM 0.0%
Value ($000) $3 Shares 220 Est. Cost $12.49 Unrealized +6.4%
ICLR ICON PLC SHS 0.0%
Value ($000) $3 Shares 11 Est. Cost $252.02 Unrealized +2.7%
REAVES UTIL INCOME FD COM SH BEN INT 0.0%
Value ($000) $3 Shares 115 Est. Cost $26.74 Unrealized
PAAS PAN AMERN SILVER CORP COM 0.0%
Value ($000) $3 Shares 187 Est. Cost $16.52 Unrealized -9.4%
VECTOR GROUP LTD COM 0.0%
Value ($000) $3 Shares 266 Est. Cost $12.81 Unrealized
DOUBLELINE INCOME SOLUTIONS FD COM 0.0%
Value ($000) $3 Shares 245 Est. Cost $11.91 Unrealized
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value ($000) $3 Shares 44 Est. Cost $67.34 Unrealized
VGLT VANGUARD LONG-TERM TREASURY ETF 0.0%
Value ($000) $3 Shares 48 Est. Cost $63.52 Unrealized
GROY GOLD ROYALTY CORP COMMON SHARES 0.0%
Value ($000) $3 Shares 2,000 Est. Cost $2.07 Unrealized -32.4%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $3 Shares 20 Est. Cost $211.01 Unrealized -39.7%
ALC ALCON AG ORD SHS 0.0%
Value ($000) $3 Shares 37 Est. Cost $76.87 Unrealized -4.6%
AI C3 AI INC CL A 0.0%
Value ($000) $3 Shares 100 Est. Cost $28.17 Unrealized -2.3%
CALY TOPGOLF CALLAWAY BRANDS CORP COM 0.0%
Value ($000) $3 Shares 200 Est. Cost $20.01 Unrealized -35.8%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $3 Shares 59 Est. Cost $49.41 Unrealized
STE STERIS PLC SHS USD 0.0%
Value ($000) $3 Shares 13 Est. Cost $221.46 Unrealized -6.3%
TE CONNECTIVITY LTD SHS 0.0%
Value ($000) $3 Shares 20 Est. Cost $123.55 Unrealized
BBWI BATH & BODY WORKS INC COM 0.0%
Value ($000) $3 Shares 65 Est. Cost $33.87 Unrealized -6.5%
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $3 Shares 29 Est. Cost $94.72 Unrealized
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $3 Shares 50 Est. Cost $42.92 Unrealized +18.2%
CXT CRANE NXT CO COM 0.0%
Value ($000) $3 Shares 48 Est. Cost $49.36 Unrealized +5.0%
NPO ENPRO INC COM 0.0%
Value ($000) $3 Shares 17 Est. Cost $106.19 Unrealized +21.8%
M MACYS INC COM 0.0%
Value ($000) $3 Shares 132 Est. Cost $14.47 Unrealized 0.0%
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $3 Shares 66 Est. Cost $37.70 Unrealized
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value ($000) $3 Shares 172 Est. Cost $15.91 Unrealized
OC OWENS CORNING NEW COM 0.0%
Value ($000) $3 Shares 17 Est. Cost $112.11 Unrealized +18.1%
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value ($000) $2 Shares 44 Est. Cost $51.06 Unrealized -6.1%
NUVEEN S&P 500 BUY-WRITE INCOM COM 0.0%
Value ($000) $2 Shares 187 Est. Cost $13.37 Unrealized
EVLV EVOLV TECHNOLOGIES HLDNGS INC COM CL A 0.0%
Value ($000) $2 Shares 500 Est. Cost $4.73 Unrealized -9.6%
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $2 Shares 150 Est. Cost $18.40 Unrealized
EATON VANCE TAX-MANAGED DIVERS COM 0.0%
Value ($000) $2 Shares 190 Est. Cost $12.46 Unrealized
OABI OMNIAB INC COM 0.0%
Value ($000) $2 Shares 367 Est. Cost $4.05 Unrealized +21.3%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $130.75 Unrealized +14.1%
TG TREDEGAR CORP COM 0.0%
Value ($000) $2 Shares 415 Est. Cost $7.79 Unrealized -36.7%
HXL HEXCEL CORP NEW COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $71.11 Unrealized -5.0%
TRIP TRIPADVISOR INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $16.93 Unrealized +3.6%
CIEN CIENA CORP COM NEW 0.0%
Value ($000) $2 Shares 47 Est. Cost $44.08 Unrealized +0.0%
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $384.28 Unrealized -8.4%
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $97.14 Unrealized -19.1%
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $198.09 Unrealized -22.8%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $2 Shares 214 Est. Cost $9.45 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $2 Shares 41 Est. Cost $59.35 Unrealized -28.5%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $2 Shares 100 Est. Cost $11.70 Unrealized +24.1%
DMXF ISHARES ESG ADVANCED MSCI EAFE ETF 0.0%
Value ($000) $2 Shares 28 Est. Cost $57.11 Unrealized
DJT DIGITAL WORLD ACQUISITION CORP CLASS A COM 0.0%
Value ($000) $2 Shares 102 Est. Cost $13.11 Unrealized +24.5%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $2 Shares 17 Est. Cost $93.88 Unrealized
BRKR BRUKER CORP COM 0.0%
Value ($000) $2 Shares 24 Est. Cost $66.65 Unrealized -4.7%
MMS MAXIMUS INC COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $81.40 Unrealized -2.0%
XIFR NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 0.0%
Value ($000) $2 Shares 57 Est. Cost $60.14 Unrealized -57.6%
APTIV PLC SHS 0.0%
Value ($000) $2 Shares 19 Est. Cost $98.58 Unrealized
NUVEEN CORE EQUITY ALPHA FD COM 0.0%
Value ($000) $2 Shares 125 Est. Cost $12.76 Unrealized
LIVENT CORP COM 0.0%
Value ($000) $2 Shares 93 Est. Cost $19.87 Unrealized
MTW MANITOWOC CO INC COM NEW 0.0%
Value ($000) $2 Shares 100 Est. Cost $16.14 Unrealized -9.8%
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $17.47 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $2 Shares 9 Est. Cost $170.22 Unrealized
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.0%
Value ($000) $2 Shares 51 Est. Cost $31.51 Unrealized
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $28.69 Unrealized +28.8%
HNDL STRATEGY SHARES NASDAQ 7HANDL INDEX ETF 0.0%
Value ($000) $2 Shares 75 Est. Cost $20.33 Unrealized
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $2 Shares 6 Est. Cost $212.78 Unrealized +1.3%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $1 Shares 14 Est. Cost $105.21 Unrealized
STERICYCLE INC COM 0.0%
Value ($000) $1 Shares 28 Est. Cost $46.43 Unrealized
OWL BLUE OWL CAPITAL INC COM CL A 0.0%
Value ($000) $1 Shares 91 Est. Cost $13.46 Unrealized 0.0%
WW INTL INC COM 0.0%
Value ($000) $1 Shares 150 Est. Cost $6.72 Unrealized
NWL NEWELL BRANDS INC COM 0.0%
Value ($000) $1 Shares 150 Est. Cost $8.88 Unrealized -22.1%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $60.00 Unrealized
BIO BIO RAD LABS INC CL A 0.0%
Value ($000) $1 Shares 4 Est. Cost $385.83 Unrealized -18.8%
PBD INVESCO GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $1 Shares 80 Est. Cost $18.90 Unrealized
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $501.94 Unrealized +2.4%
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $23.00 Unrealized +32.4%
FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND 0.0%
Value ($000) $1 Shares 54 Est. Cost $22.44 Unrealized
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $1 Shares 16 Est. Cost $69.13 Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.0%
Value ($000) $1 Shares 88 Est. Cost $13.30 Unrealized
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $50.71 Unrealized -14.1%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $113.20 Unrealized -19.8%
SSP SCRIPPS E W CO OHIO CL A NEW 0.0%
Value ($000) $1 Shares 133 Est. Cost $6.34 Unrealized -20.2%
AOUT AMERICAN OUTDOOR BRANDS INC COM 0.0%
Value ($000) $1 Shares 125 Est. Cost $8.32 Unrealized +3.3%
SBH SALLY BEAUTY HLDGS INC COM 0.0%
Value ($000) $1 Shares 78 Est. Cost $12.68 Unrealized -23.6%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 516 Est. Cost $2.20 Unrealized -35.6%
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $1 Shares 20 Est. Cost $40.14 Unrealized -7.9%
NIO NIO INC SPON ADS 0.0%
Value ($000) $1 Shares 100 Est. Cost $9.69 Unrealized
HANESBRANDS INC COM 0.0%
Value ($000) $1 Shares 200 Est. Cost $4.54 Unrealized
LCTD BLACKROCK WORLD EX U.S. CARBON TRANSITION READINESS ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $40.25 Unrealized
VVX V2X INC COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $43.61 Unrealized +7.9%
KLG WK KELLOGG CO COM SHS 0.0%
Value ($000) $1 Shares 61 Est. Cost $13.15 Unrealized
QSR RESTAURANT BRANDS INTL INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $72.20 Unrealized -3.6%
KODK EASTMAN KODAK CO COM NEW 0.0%
Value ($000) $1 Shares 200 Est. Cost $4.89 Unrealized -21.4%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.53 Unrealized +13.0%
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $33.65 Unrealized
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $1 Shares 70 Est. Cost $8.04 Unrealized -4.4%
PENN PENN ENTERTAINMENT INC COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $26.63 Unrealized -12.9%
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $47.92 Unrealized
EXPI EXP WORLD HLDGS INC COM 0.0%
Value ($000) $1 Shares 37 Est. Cost $14.31 Unrealized -6.0%
NGVT INGEVITY CORP COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $70.50 Unrealized -41.1%
VSCO VICTORIAS SECRET AND CO COMMON STOCK 0.0%
Value ($000) $1 Shares 21 Est. Cost $25.20 Unrealized -15.8%
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $26.20 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $1 Shares 2 Est. Cost $139.36 Unrealized +50.3%
PATH UIPATH INC CL A 0.0%
Value ($000) $0 Shares 20 Est. Cost $16.04 Unrealized +21.7%
RYAM RAYONIER ADVANCED MATLS INC COM 0.0%
Value ($000) $0 Shares 119 Est. Cost $4.73 Unrealized -30.5%
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 0.0%
Value ($000) $0 Shares 11 Est. Cost $42.55 Unrealized
BJUL INNOVATOR U.S. EQUITY BUFFER ETF - JULY 0.0%
Value ($000) $0 Shares 12 Est. Cost $37.67 Unrealized
VFC V F CORP COM 0.0%
Value ($000) $0 Shares 23 Est. Cost $20.50 Unrealized -16.3%
DOUG DOUGLAS ELLIMAN INC COM 0.0%
Value ($000) $0 Shares 139 Est. Cost $2.75 Unrealized -23.7%
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $0 Shares 37 Est. Cost $7.54 Unrealized
FREYEUR FREYR BATTERY SHS 0.0%
Value ($000) $0 Shares 200 Est. Cost $9.35 Unrealized
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 -46.1%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $17.26 Unrealized -5.2%
LNSR LENSAR INC COM 0.0%
Value ($000) $0 Shares 75 Est. Cost $3.05 Unrealized -18.6%
LUCID GROUP INC COM 0.0%
Value ($000) $0 Shares 57 Est. Cost $6.89 Unrealized
PCYO PURE CYCLE CORP COM NEW 0.0%
Value ($000) $0 Shares 20 Est. Cost $9.93 Unrealized 0.0%
ACCO ACCO BRANDS CORP COM 0.0%
Value ($000) $0 Shares 31 Est. Cost $4.25 Unrealized +8.2%
IMPEL PHARMACEUTICALS INC COM 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $1.27 Unrealized
NJUL INNOVATOR GROWTH-100 POWER BUFFER ETF - JULY 0.0%
Value ($000) $0 Shares 3 Est. Cost $55.00 Unrealized
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $8.02 Unrealized -3.8%
BRAINSTORM CELL THERAPEUTICS I COM NEW 0.0%
Value ($000) $0 Shares 500 Est. Cost $2.06 Unrealized
HOMOLOGY MEDICINES INC COM 0.0%
Value ($000) $0 Shares 200 Est. Cost $0.89 Unrealized
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $52.96 Unrealized -13.4%
BMAY INNOVATOR U.S. EQUITY BUFFER ETF - MAY 0.0%
Value ($000) $0 Shares 3 Est. Cost $34.00 Unrealized
VIAV VIAVI SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $9.78 Unrealized -14.1%
2SEVENTY BIO INC COMMON STOCK 0.0%
Value ($000) $0 Shares 19 Est. Cost $10.11 Unrealized
BLUEBIRD BIO INC COM 0.0%
Value ($000) $0 Shares 57 Est. Cost $3.30 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $75.00 Unrealized
AVNS AVANOS MED INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $26.34 Unrealized -21.6%
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 -17.9%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $24.90 Unrealized -10.6%
VANECK RUSSIA ETF 0.0%
Value ($000) $0 Shares 2,175 Est. Cost Unrealized
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
BODI THE BEACHBODY COMPANY INC COM CL A NEW 0.0%
Value ($000) $0 Shares 4 Est. Cost $10.69 Unrealized 0.0%
UIS UNISYS CORP COM NEW 0.0%
Value ($000) $0 Shares 4 Est. Cost $3.97 Unrealized +7.0%
CNDT CONDUENT INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $3.27 Unrealized -3.4%
ROII RISKON INTERNATIONAL INC COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $1.96 Unrealized -76.6%
HELIUS MED TECHNOLOGIES INC COM CL A NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $9.50 Unrealized
CODA CODA OCTOPUS GROUP INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $8.70 Unrealized -28.4%
RITE AID CORP COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $1.52 Unrealized
LCTX LINEAGE CELL THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $1.38 Unrealized -20.7%
FRCB FIRST REP BK SAN FRANCISCO CAL COM 0.0%
Value ($000) $0 Shares 28 Est. Cost $148.91 Unrealized -100.0%
TITAN PHARMACEUTICALS INC DEL COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.00 Unrealized