ST GERMAIN D J CO INC Diversified Active

CIK: 0000831571 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 2, 2024

Total Value ($000): $2,046,217 (100.0% shares, 0.0% debt)

Holdings (786)

JQUA JPMORGAN U.S. QUALITY FACTOR ETF US QUALITY FACTOR FUND 6.2%
Value ($000) $127,526 Shares 2,412,066 Est. Cost $43.94 Unrealized
AAPL APPLE INC 4.7%
Value ($000) $96,618 Shares 563,436 Est. Cost $94.42 Unrealized +90.9%
SPBO SPDR PORTFOLIO CORPORATE BOND ETF 3.9%
Value ($000) $79,037 Shares 2,715,123 Est. Cost $17.57 Unrealized
GOOGL ALPHABET INC CL A 3.3%
Value ($000) $66,659 Shares 441,655 Est. Cost $92.19 Unrealized +54.0%
JPUS JPMORGAN DIVERSIFIED RETURN USE EQUITY JPMORGAN DIVERSIFIED RETURN USE EQUI 2.8%
Value ($000) $56,545 Shares 504,846 Est. Cost $66.29 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 2.6%
Value ($000) $52,298 Shares 124,364 Est. Cost $209.98 Unrealized +87.3%
META META PLATFORMS INC CL A 2.4%
Value ($000) $48,738 Shares 100,371 Est. Cost $179.46 Unrealized +147.0%
JPM JPMORGAN CHASE & CO 2.0%
Value ($000) $40,444 Shares 201,916 Est. Cost $64.40 Unrealized +169.6%
SLB SCHLUMBERGER LTD COM STK 1.9%
Value ($000) $37,889 Shares 691,286 Est. Cost $30.61 Unrealized +56.3%
JAAA JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF 1.7%
Value ($000) $35,763 Shares 704,829 Est. Cost $44.82 Unrealized
MSFT MICROSOFT CORP 1.7%
Value ($000) $35,761 Shares 85,001 Est. Cost $156.54 Unrealized +155.1%
PG PROCTER AND GAMBLE 1.6%
Value ($000) $31,826 Shares 196,151 Est. Cost $84.48 Unrealized +77.4%
NFLX NETFLIX INC COM 1.4%
Value ($000) $28,752 Shares 47,342 Est. Cost $34.66 Unrealized +62.7%
CB CHUBB LIMITED COM 1.4%
Value ($000) $28,657 Shares 110,589 Est. Cost $131.30 Unrealized +83.7%
MBB ISHARES MBS ETF 1.3%
Value ($000) $26,760 Shares 289,551 Est. Cost $106.47 Unrealized
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $26,593 Shares 168,108 Est. Cost $97.84 Unrealized +53.6%
BKNG BOOKING HOLDINGS INC COM 1.3%
Value ($000) $25,598 Shares 7,056 Est. Cost $1922.72 Unrealized +82.5%
VO VANGUARD MID-CAP ETF 1.2%
Value ($000) $24,301 Shares 97,260 Est. Cost $132.98 Unrealized
CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF 1.2%
Value ($000) $24,262 Shares 842,417 Est. Cost $10.52 Unrealized
CVS CVS HEALTH CORP 1.2%
Value ($000) $24,136 Shares 302,609 Est. Cost $64.94 Unrealized +9.1%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 1.2%
Value ($000) $24,004 Shares 663,274 Est. Cost $40.10 Unrealized
FND FLOOR & DECOR HLDGS INC CL A 1.2%
Value ($000) $23,771 Shares 183,389 Est. Cost $94.85 Unrealized +19.7%
AMGN AMGEN INC COM 1.1%
Value ($000) $22,653 Shares 79,673 Est. Cost $122.13 Unrealized +126.0%
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 1.1%
Value ($000) $22,542 Shares 689,555 Est. Cost $26.32 Unrealized
UBER UBER TECHNOLOGIES INC COM 1.1%
Value ($000) $22,415 Shares 291,147 Est. Cost $38.82 Unrealized +84.9%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 1.0%
Value ($000) $21,205 Shares 464,924 Est. Cost $37.55 Unrealized
CSCO CISCO SYS INC COM 1.0%
Value ($000) $21,171 Shares 424,191 Est. Cost $19.22 Unrealized +145.6%
CMI CUMMINS INC COM 1.0%
Value ($000) $19,987 Shares 67,834 Est. Cost $97.59 Unrealized +153.7%
RMD RESMED INC COM 1.0%
Value ($000) $19,719 Shares 99,576 Est. Cost $178.69 Unrealized +0.9%
FTV FORTIVE CORP COM 1.0%
Value ($000) $19,489 Shares 226,567 Est. Cost $44.53 Unrealized +35.2%
BLACKROCK INC COM 0.9%
Value ($000) $19,293 Shares 23,142 Est. Cost $397.41 Unrealized
XOM EXXON MOBIL CORP COM 0.9%
Value ($000) $19,108 Shares 164,388 Est. Cost $60.35 Unrealized +62.5%
GIS GENERAL MLS INC COM 0.9%
Value ($000) $18,442 Shares 263,565 Est. Cost $43.38 Unrealized +39.7%
AMZN AMAZON.COM 0.9%
Value ($000) $18,382 Shares 101,908 Est. Cost $113.02 Unrealized +47.7%
QCOM QUALCOMM INC COM 0.9%
Value ($000) $18,363 Shares 108,466 Est. Cost $46.18 Unrealized +221.7%
VB VANGUARD SMALL-CAP ETF 0.9%
Value ($000) $18,355 Shares 80,298 Est. Cost $126.29 Unrealized
WFC WELLS FARGO CO NEW COM 0.9%
Value ($000) $17,482 Shares 301,620 Est. Cost $36.72 Unrealized +36.5%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.9%
Value ($000) $17,429 Shares 216,482 Est. Cost $88.39 Unrealized
ORCL ORACLE CORP COM 0.8%
Value ($000) $17,083 Shares 136,003 Est. Cost $32.72 Unrealized +243.3%
TIPX SPDR BLOOMBERG 1-10 YEAR TIPS ETF 0.8%
Value ($000) $16,572 Shares 889,045 Est. Cost $14.13 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.8%
Value ($000) $16,269 Shares 57,259 Est. Cost $64.01 Unrealized +146.4%
GOVT ISHARES U.S. TREASURY BOND ETF 0.8%
Value ($000) $16,126 Shares 708,197 Est. Cost $23.81 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.8%
Value ($000) $15,509 Shares 360,329 Est. Cost $38.76 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.8%
Value ($000) $15,435 Shares 430,655 Est. Cost $35.42 Unrealized
CGCP CAPITAL GROUP CORE PLUS INCOME ETF 0.7%
Value ($000) $15,345 Shares 683,231 Est. Cost $21.78 Unrealized
VZ VERIZON COMMUNICATIONS 0.7%
Value ($000) $15,201 Shares 362,266 Est. Cost $35.69 Unrealized +0.7%
SPMB SPDR PORTFOLIO MORTGAGE BACKED BOND ETF 0.7%
Value ($000) $14,932 Shares 687,462 Est. Cost $20.39 Unrealized
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.7%
Value ($000) $14,552 Shares 272,809 Est. Cost $40.75 Unrealized
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.7%
Value ($000) $13,753 Shares 188,297 Est. Cost $32.20 Unrealized
PEP PEPSICO INC COM 0.7%
Value ($000) $13,618 Shares 77,813 Est. Cost $68.90 Unrealized +128.3%
GOOG ALPHABET INC CAP STK CL C 0.6%
Value ($000) $13,141 Shares 86,308 Est. Cost $92.61 Unrealized +54.7%
FAF FIRST AMERN FINL CORP COM 0.6%
Value ($000) $12,973 Shares 212,494 Est. Cost $44.11 Unrealized +25.1%
SPY SPDR S&P 500 ETF TRUST 0.6%
Value ($000) $12,958 Shares 24,773 Est. Cost $236.43 Unrealized
BDX BECTON DICKINSON & CO 0.6%
Value ($000) $12,382 Shares 50,039 Est. Cost $170.59 Unrealized +35.2%
ABBV ABBVIE INC 0.6%
Value ($000) $12,303 Shares 67,562 Est. Cost $100.82 Unrealized +60.7%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.6%
Value ($000) $11,835 Shares 229,363 Est. Cost $23.32 Unrealized
BX BLACKSTONE INC 0.6%
Value ($000) $11,661 Shares 88,762 Est. Cost $63.93 Unrealized +85.7%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.5%
Value ($000) $11,199 Shares 84,854 Est. Cost $112.83 Unrealized +8.7%
WMT WALMART INC 0.5%
Value ($000) $10,959 Shares 182,135 Est. Cost $51.01 Unrealized +9.9%
NVO NOVO-NORDISK A S ADR 0.5%
Value ($000) $10,843 Shares 84,448 Est. Cost $40.35 Unrealized
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.5%
Value ($000) $10,646 Shares 105,713 Est. Cost $100.51 Unrealized
BMO BANK MONTREAL QUE COM 0.5%
Value ($000) $10,628 Shares 108,807 Est. Cost $36.46 Unrealized +140.4%
TJX TJX COS INC NEW COM 0.5%
Value ($000) $10,397 Shares 102,514 Est. Cost $54.82 Unrealized +72.6%
UNH UNITEDHEALTH GROUP INC COM 0.5%
Value ($000) $10,287 Shares 20,794 Est. Cost $224.43 Unrealized +117.9%
INTC INTEL CORP 0.5%
Value ($000) $9,806 Shares 222,003 Est. Cost $36.34 Unrealized +21.2%
NEE NEXTERA ENERGY INC COM 0.5%
Value ($000) $9,754 Shares 152,628 Est. Cost $62.72 Unrealized -11.7%
ETN EATON CORP PLC SHS 0.5%
Value ($000) $9,446 Shares 30,211 Est. Cost $173.27 Unrealized +54.4%
XYZ BLOCK INC CL A 0.4%
Value ($000) $9,031 Shares 106,771 Est. Cost $152.62 Unrealized -52.6%
DIS DISNEY WALT CO 0.4%
Value ($000) $8,767 Shares 71,652 Est. Cost $115.45 Unrealized -11.3%
AMD ADVANCED MICRO DEVICES INC COM 0.4%
Value ($000) $8,393 Shares 46,499 Est. Cost $93.87 Unrealized +86.2%
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.4%
Value ($000) $8,080 Shares 159,142 Est. Cost $51.03 Unrealized
HD HOME DEPOT INC COM 0.4%
Value ($000) $7,927 Shares 20,664 Est. Cost $185.27 Unrealized +88.1%
V VISA INC COM CL A 0.4%
Value ($000) $7,736 Shares 27,720 Est. Cost $150.92 Unrealized +80.5%
AXP AMERICAN EXPRESS CO COM 0.4%
Value ($000) $7,564 Shares 33,221 Est. Cost $75.93 Unrealized +167.2%
MDT MEDTRONIC PLC SHS 0.4%
Value ($000) $7,411 Shares 85,042 Est. Cost $68.22 Unrealized +18.2%
CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF 0.4%
Value ($000) $7,301 Shares 270,024 Est. Cost $13.52 Unrealized
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.4%
Value ($000) $7,163 Shares 123,354 Est. Cost $28.94 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 0.3%
Value ($000) $6,814 Shares 209,661 Est. Cost $27.40 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.3%
Value ($000) $6,739 Shares 87,895 Est. Cost $80.43 Unrealized
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.3%
Value ($000) $6,590 Shares 227,883 Est. Cost $28.96 Unrealized
CRM SALESFORCE COM 0.3%
Value ($000) $6,411 Shares 21,286 Est. Cost $171.29 Unrealized +66.5%
MUB ISHARES NATIONAL MUNI BOND ETF 0.3%
Value ($000) $6,333 Shares 58,855 Est. Cost $42.18 Unrealized
CME CME GROUP INC COM 0.3%
Value ($000) $6,235 Shares 28,963 Est. Cost $163.75 Unrealized +20.4%
TMO THERMO FISHER SCIENTIFIC INC COM 0.3%
Value ($000) $6,195 Shares 10,658 Est. Cost $553.81 Unrealized +0.7%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.3%
Value ($000) $6,029 Shares 97,982 Est. Cost $50.12 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.3%
Value ($000) $5,910 Shares 40,005 Est. Cost $116.93 Unrealized
GLW CORNING INC COM 0.3%
Value ($000) $5,694 Shares 172,749 Est. Cost $19.52 Unrealized +56.0%
COST COSTCO WHSL CORP NEW COM 0.3%
Value ($000) $5,630 Shares 7,684 Est. Cost $269.74 Unrealized +162.0%
SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF 0.3%
Value ($000) $5,405 Shares 220,800 Est. Cost $19.55 Unrealized
BILS SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 0.2%
Value ($000) $4,954 Shares 49,828 Est. Cost $99.43 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ETF 0.2%
Value ($000) $4,848 Shares 155,599 Est. Cost $25.76 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.2%
Value ($000) $4,835 Shares 17,790 Est. Cost $201.02 Unrealized +21.1%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.2%
Value ($000) $4,809 Shares 95,855 Est. Cost $37.29 Unrealized
AOS SMITH A O CORP COM 0.2%
Value ($000) $4,709 Shares 52,643 Est. Cost $56.49 Unrealized +41.2%
SPTI SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF 0.2%
Value ($000) $4,683 Shares 166,192 Est. Cost $17.95 Unrealized
MRK MERCK & CO INC COM 0.2%
Value ($000) $4,625 Shares 35,054 Est. Cost $66.27 Unrealized +74.7%
MCD MCDONALDS CORP COM 0.2%
Value ($000) $4,477 Shares 15,880 Est. Cost $143.78 Unrealized +93.4%
SPIP SPDR PORTFOLIO TIPS ETF 0.2%
Value ($000) $4,444 Shares 173,465 Est. Cost $31.05 Unrealized
AMAT APPLIED MATLS INC COM 0.2%
Value ($000) $4,233 Shares 20,525 Est. Cost $46.82 Unrealized +285.3%
NULV NUVEEN ESG LARGE-CAP VALUE ETF 0.2%
Value ($000) $4,076 Shares 104,887 Est. Cost $27.44 Unrealized
PSK SPDR ICE PREFERRED SECURITIES ETF 0.2%
Value ($000) $3,914 Shares 112,252 Est. Cost $38.39 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.2%
Value ($000) $3,787 Shares 31,065 Est. Cost $96.45 Unrealized +5.5%
VIG VANGUARD DIVIDEND APPREC INDEX FUND 0.2%
Value ($000) $3,656 Shares 20,020 Est. Cost $110.52 Unrealized
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.2%
Value ($000) $3,407 Shares 33,795 Est. Cost $63.99 Unrealized
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.2%
Value ($000) $3,127 Shares 101,426 Est. Cost $30.58 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.2%
Value ($000) $3,114 Shares 12,468 Est. Cost $126.12 Unrealized +85.7%
SHM SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF 0.1%
Value ($000) $3,001 Shares 63,255 Est. Cost $37.65 Unrealized
VSGX VANGUARD ESG INTERNATIONAL STOCK ETF 0.1%
Value ($000) $2,948 Shares 51,295 Est. Cost $48.90 Unrealized
VUG VANGUARD GROWTH INDEX FUND 0.1%
Value ($000) $2,814 Shares 8,175 Est. Cost $75.55 Unrealized
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $2,808 Shares 34,439 Est. Cost $53.44 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $2,634 Shares 10,711 Est. Cost $160.48 Unrealized +46.8%
LULU LULULEMON ATHLETICA INC COM 0.1%
Value ($000) $2,562 Shares 6,559 Est. Cost $271.36 Unrealized +70.4%
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.1%
Value ($000) $2,538 Shares 78,760 Est. Cost $32.74 Unrealized
ABT ABBOTT LABS COM 0.1%
Value ($000) $2,441 Shares 21,481 Est. Cost $71.01 Unrealized +56.0%
CGGR CAPITAL GROUP GROWTH ETF 0.1%
Value ($000) $2,423 Shares 75,746 Est. Cost $24.92 Unrealized
CAT CATERPILLAR INC COM 0.1%
Value ($000) $2,420 Shares 6,604 Est. Cost $158.52 Unrealized +96.2%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $2,291 Shares 34,897 Est. Cost $65.40 Unrealized
ESGV VANGUARD ESG U.S. STOCK ETF 0.1%
Value ($000) $2,286 Shares 24,529 Est. Cost $58.84 Unrealized
MTB M & T BK CORP COM 0.1%
Value ($000) $2,283 Shares 15,698 Est. Cost $141.94 Unrealized -8.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $2,204 Shares 11,541 Est. Cost $109.86 Unrealized +57.1%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $2,190 Shares 13,881 Est. Cost $116.82 Unrealized +19.0%
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.1%
Value ($000) $2,172 Shares 29,902 Est. Cost $76.06 Unrealized
VCEB VANGUARD ESG U.S. CORPORATE BOND ETF 0.1%
Value ($000) $2,139 Shares 34,081 Est. Cost $39.06 Unrealized
TFI SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF 0.1%
Value ($000) $2,118 Shares 45,561 Est. Cost $48.95 Unrealized
AFL AFLAC INC COM 0.1%
Value ($000) $2,111 Shares 24,582 Est. Cost $33.14 Unrealized +137.6%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $2,072 Shares 7,720 Est. Cost $137.80 Unrealized +79.7%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $1,910 Shares 9,306 Est. Cost $131.17 Unrealized +37.8%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $1,867 Shares 16,461 Est. Cost $58.61 Unrealized +69.6%
FALN ISHARES FALLEN ANGELS USD BOND ETF 0.1%
Value ($000) $1,827 Shares 68,037 Est. Cost $1.26 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $1,789 Shares 3,402 Est. Cost $280.11 Unrealized
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $1,715 Shares 9,843 Est. Cost $109.49 Unrealized +44.2%
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $1,711 Shares 1,894 Est. Cost $36.37 Unrealized +99.2%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $1,681 Shares 38,774 Est. Cost $37.21 Unrealized +9.2%
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $1,663 Shares 7,806 Est. Cost $180.55 Unrealized +12.0%
RTX RTX CORPORATION COM 0.1%
Value ($000) $1,599 Shares 16,400 Est. Cost $88.80 Unrealized -2.2%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $1,582 Shares 37,868 Est. Cost $31.99 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $1,523 Shares 5,859 Est. Cost $230.02 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $1,522 Shares 16,907 Est. Cost $59.37 Unrealized +37.0%
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $1,475 Shares 8,405 Est. Cost $65.70 Unrealized +77.2%
NKE NIKE INC CL B 0.1%
Value ($000) $1,468 Shares 15,619 Est. Cost $79.17 Unrealized +23.6%
ES EVERSOURCE ENERGY COM 0.1%
Value ($000) $1,417 Shares 23,712 Est. Cost $65.94 Unrealized -20.3%
NWBI NORTHWEST BANCSHARES INC MD COM 0.1%
Value ($000) $1,368 Shares 117,421 Est. Cost $6.22 Unrealized +66.7%
KO COCA COLA CO COM 0.1%
Value ($000) $1,327 Shares 21,696 Est. Cost $38.71 Unrealized +46.5%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $1,317 Shares 6,263 Est. Cost $109.28 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $1,315 Shares 2,890 Est. Cost $255.21 Unrealized +63.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.1%
Value ($000) $1,262 Shares 9,277 Est. Cost $43.45 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.1%
Value ($000) $1,247 Shares 13,580 Est. Cost $87.84 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $1,239 Shares 22,847 Est. Cost $52.08 Unrealized -11.3%
VTV VANGUARD VALUE INDEX FUND 0.1%
Value ($000) $1,217 Shares 7,474 Est. Cost $98.03 Unrealized
ESGE ISHARES ESG AWARE MSCI EM ETF 0.1%
Value ($000) $1,214 Shares 37,672 Est. Cost $31.66 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $1,210 Shares 11,411 Est. Cost $111.81 Unrealized -29.1%
TT TRANE TECHNOLOGIES PLC SHS 0.1%
Value ($000) $1,184 Shares 3,945 Est. Cost $103.52 Unrealized +158.0%
SCHW SCHWAB CHARLES CORP COM 0.1%
Value ($000) $1,160 Shares 16,039 Est. Cost $50.63 Unrealized +26.9%
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $1,139 Shares 8,805 Est. Cost $101.75 Unrealized +12.1%
LOW LOWES COS INC COM 0.1%
Value ($000) $1,123 Shares 4,409 Est. Cost $141.65 Unrealized +56.7%
ROST ROSS STORES INC COM 0.1%
Value ($000) $1,106 Shares 7,536 Est. Cost $102.22 Unrealized +37.3%
TGT TARGET CORP COM 0.1%
Value ($000) $1,094 Shares 6,171 Est. Cost $134.98 Unrealized +5.2%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.1%
Value ($000) $1,090 Shares 21,537 Est. Cost $50.60 Unrealized
CI THE CIGNA GROUP COM 0.1%
Value ($000) $1,073 Shares 2,953 Est. Cost $267.28 Unrealized +18.9%
PFE PFIZER INC COM 0.1%
Value ($000) $1,057 Shares 38,082 Est. Cost $31.80 Unrealized -22.5%
AJG GALLAGHER ARTHUR J & CO COM 0.1%
Value ($000) $1,055 Shares 4,219 Est. Cost $60.39 Unrealized +291.5%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $1,010 Shares 5,106 Est. Cost $87.14 Unrealized +113.8%
LLY ELI LILLY & CO COM 0.0%
Value ($000) $1,000 Shares 1,286 Est. Cost $241.14 Unrealized +191.3%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $999 Shares 3,921 Est. Cost $174.03 Unrealized +36.6%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $958 Shares 2,763 Est. Cost $193.16 Unrealized +83.7%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $916 Shares 3,632 Est. Cost $168.16 Unrealized +41.4%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $889 Shares 1,846 Est. Cost $244.76 Unrealized +84.9%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $886 Shares 3,658 Est. Cost $145.82 Unrealized +59.4%
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $885 Shares 27,689 Est. Cost $26.98 Unrealized
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $843 Shares 40,500 Est. Cost $12.88 Unrealized +31.8%
LIN LINDE PLC SHS 0.0%
Value ($000) $837 Shares 1,802 Est. Cost $354.00 Unrealized +19.3%
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $832 Shares 666 Est. Cost $1006.25 Unrealized +24.3%
DE DEERE & CO COM 0.0%
Value ($000) $823 Shares 2,004 Est. Cost $180.63 Unrealized +106.2%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $793 Shares 2,352 Est. Cost $170.29 Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $768 Shares 3,500 Est. Cost $110.05 Unrealized +87.3%
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $767 Shares 6,968 Est. Cost $63.20 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $743 Shares 9,218 Est. Cost $75.10 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $719 Shares 2,880 Est. Cost $93.65 Unrealized +157.9%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $712 Shares 1,990 Est. Cost $171.30 Unrealized +92.8%
FISV FISERV INC COM 0.0%
Value ($000) $696 Shares 4,358 Est. Cost $101.91 Unrealized +42.9%
CSX CSX CORP COM 0.0%
Value ($000) $687 Shares 18,536 Est. Cost $28.69 Unrealized +23.7%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $652 Shares 7,133 Est. Cost $84.51 Unrealized +4.9%
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value ($000) $647 Shares 7,149 Est. Cost $73.35 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $635 Shares 1,520 Est. Cost $145.13 Unrealized +156.5%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.0%
Value ($000) $634 Shares 1 Est. Cost $249666.89 Unrealized +137.9%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $624 Shares 7,816 Est. Cost $62.40 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $610 Shares 3,981 Est. Cost $112.50 Unrealized +24.6%
QQQ INVESCO QQQ TRUST SERIES I 0.0%
Value ($000) $594 Shares 1,337 Est. Cost $368.20 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $589 Shares 20,200 Est. Cost $25.94 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $581 Shares 1,109 Est. Cost $115.82 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $552 Shares 1,260 Est. Cost $233.35 Unrealized +67.5%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $543 Shares 3,029 Est. Cost $128.34 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $535 Shares 8,875 Est. Cost $59.93 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $531 Shares 5,492 Est. Cost $73.67 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $528 Shares 4,147 Est. Cost $60.16 Unrealized +78.9%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $527 Shares 3,541 Est. Cost $82.15 Unrealized +60.5%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $508 Shares 1,875 Est. Cost $120.24 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $505 Shares 3,124 Est. Cost $128.03 Unrealized +10.2%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND PIMCO ENHANCED SH 0.0%
Value ($000) $503 Shares 5,000 Est. Cost $99.76 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $501 Shares 3,156 Est. Cost $109.03 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $476 Shares 2,285 Est. Cost $37.34 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $472 Shares 6,140 Est. Cost $65.84 Unrealized -1.7%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $466 Shares 899 Est. Cost $414.47 Unrealized +16.3%
XVV ISHARES ESG SCREENED S&P 500 ETF 0.0%
Value ($000) $450 Shares 11,176 Est. Cost $36.39 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $441 Shares 7,648 Est. Cost $26.48 Unrealized +91.1%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $439 Shares 2,718 Est. Cost $193.91 Unrealized 0.0%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $432 Shares 1,596 Est. Cost $116.11 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value ($000) $432 Shares 3,682 Est. Cost $58.32 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $431 Shares 5,624 Est. Cost $26.84 Unrealized +6.3%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $422 Shares 6,326 Est. Cost $50.59 Unrealized +13.9%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $419 Shares 3,020 Est. Cost $82.56 Unrealized +55.9%
TQQQ PROSHARES ULTRAPRO QQQ 0.0%
Value ($000) $406 Shares 6,600 Est. Cost $41.00 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $400 Shares 5,581 Est. Cost $44.85 Unrealized +44.4%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $399 Shares 8,200 Est. Cost $53.90 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $396 Shares 4,198 Est. Cost $30.11 Unrealized
NYF ISHARES NEW YORK MUNI BOND ETF 0.0%
Value ($000) $395 Shares 7,335 Est. Cost $56.60 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $393 Shares 4,220 Est. Cost $77.58 Unrealized +8.1%
SLF SUN LIFE FINANCIAL INC. COM 0.0%
Value ($000) $388 Shares 7,109 Est. Cost $49.91 Unrealized +6.0%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $387 Shares 1,817 Est. Cost $90.49 Unrealized +111.1%
T AT&T INC COM 0.0%
Value ($000) $387 Shares 21,966 Est. Cost $15.42 Unrealized +1.3%
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.0%
Value ($000) $386 Shares 7,099 Est. Cost $44.80 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $386 Shares 6,637 Est. Cost $21.97 Unrealized +150.1%
EFIV SPDR S&P 500 ESG ETF 0.0%
Value ($000) $383 Shares 7,555 Est. Cost $8.50 Unrealized
IT GARTNER INC COM 0.0%
Value ($000) $381 Shares 800 Est. Cost $199.52 Unrealized +130.7%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $375 Shares 4,352 Est. Cost $52.15 Unrealized +45.7%
DOW DOW INC COM 0.0%
Value ($000) $350 Shares 6,041 Est. Cost $38.68 Unrealized +26.6%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $345 Shares 5,680 Est. Cost $102.33 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $341 Shares 6,942 Est. Cost $52.97 Unrealized -19.5%
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $341 Shares 3,306 Est. Cost $66.95 Unrealized +32.5%
RPM RPM INTL INC COM 0.0%
Value ($000) $339 Shares 2,850 Est. Cost $82.18 Unrealized +35.3%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $328 Shares 6,663 Est. Cost $48.35 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $328 Shares 1,698 Est. Cost $164.20 Unrealized +25.1%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $328 Shares 4,011 Est. Cost $72.38 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $326 Shares 3,375 Est. Cost $66.53 Unrealized +32.9%
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $321 Shares 8,453 Est. Cost $24.29 Unrealized +35.1%
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $316 Shares 6,960 Est. Cost $31.19 Unrealized +25.0%
BALL BALL CORP COM 0.0%
Value ($000) $309 Shares 4,582 Est. Cost $86.77 Unrealized -31.8%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $308 Shares 1,885 Est. Cost $88.76 Unrealized +52.1%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $301 Shares 3,031 Est. Cost $50.22 Unrealized +78.3%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $296 Shares 4,408 Est. Cost $65.06 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $292 Shares 3,777 Est. Cost $81.07 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $291 Shares 3,089 Est. Cost $47.35 Unrealized +75.7%
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $285 Shares 995 Est. Cost $235.32 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $278 Shares 3,466 Est. Cost $58.06 Unrealized +14.9%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $263 Shares 3,586 Est. Cost $54.40 Unrealized +32.3%
CGSD CAPITAL GROUP SHORT DURATION INCOME 0.0%
Value ($000) $260 Shares 10,225 Est. Cost $25.10 Unrealized
OIH VANECK OIL SERVICES ETF 0.0%
Value ($000) $254 Shares 755 Est. Cost $282.65 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $253 Shares 2,787 Est. Cost $79.35 Unrealized +4.5%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $245 Shares 1,651 Est. Cost $123.12 Unrealized +10.8%
BNL BROADSTONE NET LEASE INC COM 0.0%
Value ($000) $245 Shares 15,624 Est. Cost $17.22 Unrealized
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $234 Shares 2,214 Est. Cost $35.01 Unrealized +36.2%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $231 Shares 5,178 Est. Cost $37.08 Unrealized +4.2%
BCC BOISE CASCADE CO DEL COM 0.0%
Value ($000) $230 Shares 1,502 Est. Cost $64.24 Unrealized +99.5%
CMBS ISHARES CMBS ETF 0.0%
Value ($000) $230 Shares 4,879 Est. Cost $47.42 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $225 Shares 2,599 Est. Cost $88.52 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $221 Shares 956 Est. Cost $167.31 Unrealized +24.3%
AVGO BROADCOM INC COM 0.0%
Value ($000) $220 Shares 166 Est. Cost $78.07 Unrealized +55.3%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $219 Shares 1,109 Est. Cost $181.67 Unrealized +2.5%
IJR ISHARES S&P SMALL-CAP FUND 0.0%
Value ($000) $214 Shares 1,935 Est. Cost $97.47 Unrealized
MCI BARINGS CORPORATE INVS COM 0.0%
Value ($000) $213 Shares 12,385 Est. Cost $16.62 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $211 Shares 916 Est. Cost $169.60 Unrealized +21.9%
TSLA TESLA INC COM 0.0%
Value ($000) $210 Shares 1,193 Est. Cost $209.68 Unrealized -6.8%
STT STATE STR CORP COM 0.0%
Value ($000) $208 Shares 2,689 Est. Cost $65.58 Unrealized +6.1%
RYN RAYONIER INC COM 0.0%
Value ($000) $201 Shares 6,036 Est. Cost $30.03 Unrealized
KKR KKR & CO INC COM 0.0%
Value ($000) $199 Shares 1,983 Est. Cost $51.41 Unrealized +77.0%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $197 Shares 2,819 Est. Cost $58.55 Unrealized +17.7%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $197 Shares 1,262 Est. Cost $94.85 Unrealized +43.9%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $195 Shares 1,580 Est. Cost $65.33 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $191 Shares 1,285 Est. Cost $115.79 Unrealized
TOST TOAST INC CL A 0.0%
Value ($000) $187 Shares 7,500 Est. Cost $17.83 Unrealized +16.1%
URI UNITED RENTALS INC COM 0.0%
Value ($000) $182 Shares 253 Est. Cost $321.96 Unrealized +96.0%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $177 Shares 1,025 Est. Cost $106.77 Unrealized +42.3%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $177 Shares 2,389 Est. Cost $74.01 Unrealized
FDRR FIDELITY DIVIDEND ETF FOR RISING RATES 0.0%
Value ($000) $173 Shares 3,713 Est. Cost $43.91 Unrealized
WNEB WESTERN NEW ENG BANCORP INC COM 0.0%
Value ($000) $170 Shares 22,124 Est. Cost $6.21 Unrealized +25.5%
JPEF JPMORGAN EQUITY FOCUS ETF JPMORGAN EQUITY FOCUS ETF 0.0%
Value ($000) $170 Shares 2,836 Est. Cost $52.72 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $168 Shares 349 Est. Cost $408.88 Unrealized
CGMU CAPITAL GROUP MUNICIPAL INCOME ETF 0.0%
Value ($000) $167 Shares 6,200 Est. Cost $26.18 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $166 Shares 2,040 Est. Cost $69.49 Unrealized +7.3%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $165 Shares 802 Est. Cost $164.95 Unrealized +17.2%
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $163 Shares 1,185 Est. Cost $126.38 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $159 Shares 4,232 Est. Cost $35.18 Unrealized
BBT BERKSHIRE HILLS BANCORP INC COM 0.0%
Value ($000) $156 Shares 6,816 Est. Cost $19.67 Unrealized +8.3%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $150 Shares 1,196 Est. Cost $111.42 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $148 Shares 348 Est. Cost $361.29 Unrealized +18.3%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $148 Shares 885 Est. Cost $144.60 Unrealized +8.3%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $147 Shares 3,379 Est. Cost $36.03 Unrealized -0.9%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $145 Shares 2,185 Est. Cost $56.39 Unrealized
ATMU ATMUS FILTRATION TECHNOLOGIES COM 0.0%
Value ($000) $145 Shares 4,481 Est. Cost $23.72 Unrealized 0.0%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $140 Shares 1,480 Est. Cost $96.60 Unrealized
GLD SPDR GOLD SHARES 0.0%
Value ($000) $138 Shares 670 Est. Cost $181.17 Unrealized
GOVI INVESCO EQUAL WEIGHT 0-30 YEAR TREASURY ETF 0.0%
Value ($000) $137 Shares 4,886 Est. Cost $29.17 Unrealized
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $134 Shares 3,475 Est. Cost $56.49 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $133 Shares 2,290 Est. Cost $49.53 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $133 Shares 2,303 Est. Cost $39.91 Unrealized +32.0%
PROSHARES SHORT S&P500 0.0%
Value ($000) $130 Shares 11,000 Est. Cost $13.88 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $130 Shares 410 Est. Cost $283.20 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $129 Shares 827 Est. Cost $138.38 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $128 Shares 197 Est. Cost $441.13 Unrealized +43.1%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $125 Shares 613 Est. Cost $194.45 Unrealized
GRANITESHARES 2X SHORT TSLA DAILY ETF 0.0%
Value ($000) $125 Shares 5,000 Est. Cost $25.01 Unrealized
HAS HASBRO INC COM 0.0%
Value ($000) $123 Shares 2,175 Est. Cost $46.23 Unrealized +2.0%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $122 Shares 1,780 Est. Cost $53.33 Unrealized +20.6%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $120 Shares 1,312 Est. Cost $82.38 Unrealized +3.1%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $118 Shares 585 Est. Cost $158.77 Unrealized +3.5%
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $117 Shares 1,235 Est. Cost $58.97 Unrealized +44.8%
REET ISHARES GLOBAL REIT ETF 0.0%
Value ($000) $117 Shares 4,946 Est. Cost $22.97 Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $115 Shares 1,175 Est. Cost $74.47 Unrealized +14.4%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $115 Shares 201 Est. Cost $313.01 Unrealized +75.8%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $114 Shares 985 Est. Cost $115.26 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value ($000) $113 Shares 461 Est. Cost $205.53 Unrealized
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $112 Shares 850 Est. Cost $112.39 Unrealized +9.5%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $112 Shares 1,336 Est. Cost $74.29 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $111 Shares 1,763 Est. Cost $42.05 Unrealized +24.9%
WAB WABTEC COM 0.0%
Value ($000) $111 Shares 765 Est. Cost $97.89 Unrealized +37.1%
CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF 0.0%
Value ($000) $111 Shares 4,299 Est. Cost $23.74 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $110 Shares 2,051 Est. Cost $59.51 Unrealized -10.4%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $107 Shares 2,695 Est. Cost $58.45 Unrealized -32.5%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $107 Shares 1,510 Est. Cost $48.12 Unrealized +41.4%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $106 Shares 1,638 Est. Cost $59.89 Unrealized -3.9%
TXT TEXTRON INC COM 0.0%
Value ($000) $106 Shares 1,100 Est. Cost $65.78 Unrealized +31.4%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $105 Shares 4,580 Est. Cost $14.14 Unrealized +50.7%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $103 Shares 1,254 Est. Cost $83.59 Unrealized -10.0%
AMCOR PLC ORD 0.0%
Value ($000) $103 Shares 10,815 Est. Cost $8.76 Unrealized -0.5%
AME AMETEK INC COM 0.0%
Value ($000) $103 Shares 562 Est. Cost $143.53 Unrealized +18.5%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $102 Shares 2,423 Est. Cost $34.06 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $102 Shares 867 Est. Cost $75.38 Unrealized +30.8%
TPR TAPESTRY INC COM 0.0%
Value ($000) $100 Shares 2,099 Est. Cost $37.36 Unrealized +10.0%
DOV DOVER CORP COM 0.0%
Value ($000) $99 Shares 561 Est. Cost $138.45 Unrealized +13.9%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $99 Shares 754 Est. Cost $196.03 Unrealized -39.4%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $99 Shares 1,125 Est. Cost $77.51 Unrealized +6.9%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $97 Shares 743 Est. Cost $112.95 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $97 Shares 788 Est. Cost $108.89 Unrealized +5.3%
NTR NUTRIEN LTD COM 0.0%
Value ($000) $96 Shares 1,766 Est. Cost $58.12 Unrealized -15.9%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $95 Shares 1,044 Est. Cost $85.53 Unrealized -1.6%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $94 Shares 555 Est. Cost $149.27 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $94 Shares 324 Est. Cost $210.35 Unrealized +14.0%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $94 Shares 501 Est. Cost $145.07 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $92 Shares 1,236 Est. Cost $57.71 Unrealized +14.4%
UGI UGI CORP NEW COM 0.0%
Value ($000) $88 Shares 3,600 Est. Cost $30.36 Unrealized -20.9%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $87 Shares 90 Est. Cost $736.00 Unrealized
DNP SELECT INCOME FD INC COM 0.0%
Value ($000) $85 Shares 9,400 Est. Cost $10.48 Unrealized
CWST CASELLA WASTE SYS INC CL A 0.0%
Value ($000) $84 Shares 850 Est. Cost $89.23 Unrealized +0.5%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $83 Shares 1,243 Est. Cost $74.69 Unrealized -18.0%
RPG INVESCO S&P 500 PURE GROWTH ETF 0.0%
Value ($000) $83 Shares 2,255 Est. Cost $54.45 Unrealized
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $81 Shares 1,080 Est. Cost $71.39 Unrealized -8.7%
ALLE ALLEGION PLC ORD SHS 0.0%
Value ($000) $81 Shares 599 Est. Cost $102.48 Unrealized +22.3%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $81 Shares 393 Est. Cost $141.27 Unrealized +38.4%
KVUE KENVUE INC COM 0.0%
Value ($000) $80 Shares 3,733 Est. Cost $21.04 Unrealized -10.4%
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $79 Shares 3,160 Est. Cost $18.54 Unrealized +24.0%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $78 Shares 422 Est. Cost $81.35 Unrealized +72.5%
CTAS CINTAS CORP COM 0.0%
Value ($000) $77 Shares 112 Est. Cost $105.21 Unrealized +44.2%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value ($000) $77 Shares 193 Est. Cost $350.65 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $76 Shares 262 Est. Cost $269.77 Unrealized +3.3%
NEU NEWMARKET CORP COM 0.0%
Value ($000) $76 Shares 120 Est. Cost $371.63 Unrealized +55.9%
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $74 Shares 725 Est. Cost $81.24 Unrealized
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $74 Shares 640 Est. Cost $37.96 Unrealized +35.9%
TER TERADYNE INC COM 0.0%
Value ($000) $73 Shares 650 Est. Cost $94.00 Unrealized +10.0%
MSEX MIDDLESEX WTR CO COM 0.0%
Value ($000) $70 Shares 1,332 Est. Cost $78.27 Unrealized -29.3%
CMF ISHARES CALIFORNIA MUNI BOND ETF 0.0%
Value ($000) $69 Shares 1,200 Est. Cost $56.95 Unrealized
KEY KEYCORP COM 0.0%
Value ($000) $68 Shares 4,311 Est. Cost $14.79 Unrealized -11.0%
FLOT ISHARES FLOATING RATE BOND ETF 0.0%
Value ($000) $68 Shares 1,327 Est. Cost $50.82 Unrealized
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $68 Shares 414 Est. Cost $138.16 Unrealized +14.5%
EME EMCOR GROUP INC COM 0.0%
Value ($000) $67 Shares 190 Est. Cost $140.69 Unrealized +90.0%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $66 Shares 460 Est. Cost $141.32 Unrealized
OLN OLIN CORP COM PAR $1 0.0%
Value ($000) $65 Shares 1,098 Est. Cost $49.56 Unrealized +2.9%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $63 Shares 700 Est. Cost $76.29 Unrealized +7.3%
SXT SENSIENT TECHNOLOGIES CORP COM 0.0%
Value ($000) $62 Shares 900 Est. Cost $74.22 Unrealized -12.6%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $62 Shares 200 Est. Cost $159.86 Unrealized +85.0%
HSY HERSHEY CO COM 0.0%
Value ($000) $62 Shares 320 Est. Cost $174.56 Unrealized +4.3%
VTRS VIATRIS INC COM 0.0%
Value ($000) $62 Shares 5,202 Est. Cost $8.47 Unrealized +30.4%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $62 Shares 249 Est. Cost $170.16 Unrealized +31.1%
GNR SPDR S&P GLOBAL NATURAL RESOURCES ETF 0.0%
Value ($000) $61 Shares 1,050 Est. Cost $53.91 Unrealized
DINO HF SINCLAIR CORP COM 0.0%
Value ($000) $60 Shares 1,000 Est. Cost $49.67 Unrealized +5.1%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $60 Shares 575 Est. Cost $104.63 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $60 Shares 434 Est. Cost $96.85 Unrealized +34.0%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $58 Shares 138 Est. Cost $351.76 Unrealized +20.2%
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.0%
Value ($000) $57 Shares 2,263 Est. Cost $25.37 Unrealized
MOO VANECK AGRIBUSINESS ETF 0.0%
Value ($000) $56 Shares 750 Est. Cost $81.73 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $56 Shares 447 Est. Cost $138.24 Unrealized -14.8%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $56 Shares 527 Est. Cost $93.66 Unrealized +6.5%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $56 Shares 452 Est. Cost $96.44 Unrealized +11.6%
WPC WP CAREY INC COM 0.0%
Value ($000) $56 Shares 992 Est. Cost $67.56 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $56 Shares 590 Est. Cost $98.99 Unrealized
DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF 0.0%
Value ($000) $55 Shares 2,234 Est. Cost $24.11 Unrealized
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $54 Shares 1,200 Est. Cost $33.67 Unrealized +20.9%
PHM PULTE GROUP INC COM 0.0%
Value ($000) $53 Shares 440 Est. Cost $41.03 Unrealized +157.8%
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $53 Shares 506 Est. Cost $82.63 Unrealized +18.4%
AGZ ISHARES AGENCY BOND ETF 0.0%
Value ($000) $51 Shares 475 Est. Cost $106.97 Unrealized
MCO MOODYS CORP COM 0.0%
Value ($000) $51 Shares 130 Est. Cost $266.40 Unrealized +42.6%
JBL JABIL INC COM 0.0%
Value ($000) $51 Shares 380 Est. Cost $65.55 Unrealized +104.0%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $49 Shares 340 Est. Cost $132.37 Unrealized +2.1%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $48 Shares 250 Est. Cost $128.26 Unrealized +35.3%
EXC EXELON CORP COM 0.0%
Value ($000) $48 Shares 1,272 Est. Cost $37.45 Unrealized -11.3%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $47 Shares 374 Est. Cost $102.55 Unrealized
SUSA ISHARES MSCI USA ESG SELECT ETF 0.0%
Value ($000) $47 Shares 431 Est. Cost $100.51 Unrealized
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value ($000) $47 Shares 364 Est. Cost $108.33 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $47 Shares 3,505 Est. Cost $10.48 Unrealized +2.0%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $46 Shares 270 Est. Cost $94.49 Unrealized +58.0%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $46 Shares 758 Est. Cost $60.09 Unrealized +0.5%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $46 Shares 5,226 Est. Cost $18.55 Unrealized -48.0%
TTEK TETRA TECH INC NEW COM 0.0%
Value ($000) $45 Shares 245 Est. Cost $29.13 Unrealized +18.9%
MOH MOLINA HEALTHCARE INC COM 0.0%
Value ($000) $45 Shares 110 Est. Cost $339.69 Unrealized +14.1%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $45 Shares 1,233 Est. Cost $31.42 Unrealized +0.4%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $44 Shares 2,472 Est. Cost $14.76 Unrealized +4.4%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $43 Shares 1,463 Est. Cost $31.15 Unrealized -17.5%
HPQ HP INC COM 0.0%
Value ($000) $43 Shares 1,415 Est. Cost $26.85 Unrealized +1.7%
NI NISOURCE INC COM 0.0%
Value ($000) $42 Shares 1,534 Est. Cost $25.49 Unrealized -2.6%
EMNT PIMCO ENHANCED SHORT MATURITY ACTIVE ESG ETF 0.0%
Value ($000) $42 Shares 428 Est. Cost $60.22 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $42 Shares 489 Est. Cost $66.22 Unrealized +12.9%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $42 Shares 249 Est. Cost $170.11 Unrealized +7.8%
ADBE ADOBE INC COM 0.0%
Value ($000) $41 Shares 82 Est. Cost $459.90 Unrealized +24.6%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $41 Shares 1,040 Est. Cost $30.98 Unrealized +10.1%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $41 Shares 249 Est. Cost $134.87 Unrealized
SON SONOCO PRODS CO COM 0.0%
Value ($000) $39 Shares 675 Est. Cost $53.91 Unrealized -2.6%
JAZZ JAZZ PHARMACEUTICALS PLC SHS USD 0.0%
Value ($000) $39 Shares 324 Est. Cost $134.55 Unrealized -9.0%
XYL XYLEM INC COM 0.0%
Value ($000) $39 Shares 300 Est. Cost $102.37 Unrealized +15.5%
TDC TERADATA CORP DEL COM 0.0%
Value ($000) $39 Shares 1,000 Est. Cost $45.09 Unrealized -6.5%
HANCOCK JOHN TAX-ADVANTAGED DI COM 0.0%
Value ($000) $38 Shares 1,917 Est. Cost $20.40 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $37 Shares 345 Est. Cost $97.25 Unrealized +0.9%
ILCV ISHARES MORNINGSTAR VALUE ETF 0.0%
Value ($000) $37 Shares 478 Est. Cost $66.52 Unrealized
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $36 Shares 1,012 Est. Cost $28.25 Unrealized +13.1%
VAC MARRIOTT VACATIONS WORLDWIDE C COM 0.0%
Value ($000) $35 Shares 321 Est. Cost $120.56 Unrealized -25.1%
CZNC CITIZENS & NORTHN CORP COM 0.0%
Value ($000) $34 Shares 1,828 Est. Cost $16.70 Unrealized +3.0%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $34 Shares 325 Est. Cost $110.77 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $34 Shares 130 Est. Cost $43.74 Unrealized +5.9%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $34 Shares 71 Est. Cost $453.87 Unrealized -1.8%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $34 Shares 119 Est. Cost $211.60 Unrealized +21.9%
VUSB VANGUARD ULTRA-SHORT BOND ETF 0.0%
Value ($000) $33 Shares 666 Est. Cost $48.85 Unrealized
MLPA GLOBAL X MLP ETF 0.0%
Value ($000) $32 Shares 671 Est. Cost $42.93 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $32 Shares 90 Est. Cost $295.69 Unrealized +9.1%
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $31 Shares 216 Est. Cost $120.61 Unrealized +10.4%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.0%
Value ($000) $31 Shares 265 Est. Cost $110.48 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $30 Shares 174 Est. Cost $152.48 Unrealized
PUTNAM MUN OPPORTUNITIES TR SH BEN INT 0.0%
Value ($000) $30 Shares 3,000 Est. Cost $10.21 Unrealized
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $30 Shares 380 Est. Cost $66.69 Unrealized +15.8%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $30 Shares 260 Est. Cost $43.87 Unrealized +106.4%
ANSYS INC COM 0.0%
Value ($000) $30 Shares 85 Est. Cost $241.59 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $29 Shares 751 Est. Cost $32.16 Unrealized +2.6%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $29 Shares 115 Est. Cost $202.37 Unrealized +15.4%
MSTR MICROSTRATEGY INC CL A NEW 0.0%
Value ($000) $29 Shares 17 Est. Cost $91.17 Unrealized 0.0%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $28 Shares 428 Est. Cost $52.01 Unrealized +8.9%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $27 Shares 314 Est. Cost $51.82 Unrealized +46.2%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $27 Shares 662 Est. Cost $39.61 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $27 Shares 694 Est. Cost $35.65 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $27 Shares 209 Est. Cost $116.33 Unrealized -5.1%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $27 Shares 145 Est. Cost $161.96 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS 0.0%
Value ($000) $27 Shares 413 Est. Cost $62.10 Unrealized 0.0%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $27 Shares 193 Est. Cost $202.41 Unrealized -33.8%
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $26 Shares 200 Est. Cost $114.77 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $26 Shares 213 Est. Cost $129.17 Unrealized -8.8%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $26 Shares 78 Est. Cost $242.98 Unrealized +23.9%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $26 Shares 21 Est. Cost $802.78 Unrealized +24.3%
SHOCKWAVE MED INC COM 0.0%
Value ($000) $26 Shares 79 Est. Cost $190.56 Unrealized
IDU ISHARES U.S. UTILITIES ETF 0.0%
Value ($000) $25 Shares 300 Est. Cost $81.75 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $25 Shares 273 Est. Cost $73.36 Unrealized
CORT CORCEPT THERAPEUTICS INC COM 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $23.02 Unrealized +2.6%
TW TRADEWEB MKTS INC CL A 0.0%
Value ($000) $25 Shares 241 Est. Cost $89.28 Unrealized +12.6%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $25 Shares 581 Est. Cost $30.33 Unrealized +26.8%
QRVO QORVO INC COM 0.0%
Value ($000) $25 Shares 215 Est. Cost $95.99 Unrealized +14.8%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $24 Shares 187 Est. Cost $107.19 Unrealized +14.1%
MANH MANHATTAN ASSOCIATES INC COM 0.0%
Value ($000) $24 Shares 97 Est. Cost $122.94 Unrealized +93.7%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $24 Shares 649 Est. Cost $32.68 Unrealized +0.4%
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $24 Shares 200 Est. Cost $108.41 Unrealized +1.1%
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $23 Shares 99 Est. Cost $205.77 Unrealized
MAS MASCO CORP COM 0.0%
Value ($000) $23 Shares 290 Est. Cost $49.92 Unrealized +39.7%
NOW SERVICENOW INC COM 0.0%
Value ($000) $23 Shares 30 Est. Cost $126.04 Unrealized +20.2%
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $23 Shares 329 Est. Cost $62.84 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $23 Shares 356 Est. Cost $58.98 Unrealized
IWX ISHARES RUSSELL TOP 200 VALUE ETF 0.0%
Value ($000) $22 Shares 294 Est. Cost $67.44 Unrealized
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $22 Shares 200 Est. Cost $115.24 Unrealized 0.0%
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $22 Shares 1,825 Est. Cost $11.37 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $22 Shares 264 Est. Cost $81.13 Unrealized
ISCV ISHARES MORNINGSTAR SMALL CAP VALUE ETF 0.0%
Value ($000) $21 Shares 351 Est. Cost $54.02 Unrealized
MPV BARINGS PARTN INVS SH BEN INT 0.0%
Value ($000) $21 Shares 1,326 Est. Cost $13.30 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $21 Shares 125 Est. Cost $107.19 Unrealized +26.6%
MARATHON OIL CORP COM 0.0%
Value ($000) $21 Shares 750 Est. Cost $28.34 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $21 Shares 135 Est. Cost $139.84 Unrealized +10.0%
SWX SOUTHWEST GAS HLDGS INC COM 0.0%
Value ($000) $21 Shares 276 Est. Cost $59.14 Unrealized +9.6%
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $21 Shares 640 Est. Cost $27.60 Unrealized +8.6%
GFS GLOBALFOUNDRIES INC ORDINARY SHARES 0.0%
Value ($000) $21 Shares 400 Est. Cost $60.51 Unrealized -9.5%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $21 Shares 1,134 Est. Cost $15.33 Unrealized +4.3%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value ($000) $20 Shares 169 Est. Cost $111.10 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $20 Shares 430 Est. Cost $34.98 Unrealized +12.6%
O REALTY INCOME CORP COM 0.0%
Value ($000) $20 Shares 372 Est. Cost $48.87 Unrealized -0.5%
CBU COMMUNITY BK SYS INC COM 0.0%
Value ($000) $20 Shares 417 Est. Cost $44.65 Unrealized -2.1%
ARM ARM HOLDINGS PLC SPONSORED ADR 0.0%
Value ($000) $20 Shares 160 Est. Cost $75.14 Unrealized
SXI STANDEX INTL CORP COM 0.0%
Value ($000) $20 Shares 108 Est. Cost $132.03 Unrealized +22.3%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $19 Shares 125 Est. Cost $159.11 Unrealized -13.6%
MORGAN STANLEY CHINA A SH FD I COM 0.0%
Value ($000) $19 Shares 1,600 Est. Cost $12.71 Unrealized
INDB INDEPENDENT BK CORP MASS COM 0.0%
Value ($000) $19 Shares 370 Est. Cost $46.65 Unrealized +9.9%
WSC WILLSCOT MOBIL MINI HLDNG CORP COM CL A 0.0%
Value ($000) $19 Shares 413 Est. Cost $40.42 Unrealized +15.0%
AON AON PLC SHS CL A 0.0%
Value ($000) $19 Shares 57 Est. Cost $315.32 Unrealized -2.9%
MGA MAGNA INTL INC COM 0.0%
Value ($000) $19 Shares 347 Est. Cost $49.65 Unrealized +3.1%
BCE BCE INC COM NEW 0.0%
Value ($000) $19 Shares 549 Est. Cost $35.41 Unrealized -8.2%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $18 Shares 303 Est. Cost $55.52 Unrealized -1.5%
ADSK AUTODESK INC COM 0.0%
Value ($000) $18 Shares 69 Est. Cost $215.94 Unrealized +17.2%
DHI D R HORTON INC COM 0.0%
Value ($000) $18 Shares 109 Est. Cost $120.55 Unrealized +22.1%
DXCM DEXCOM INC COM 0.0%
Value ($000) $18 Shares 127 Est. Cost $103.34 Unrealized +21.6%
TE CONNECTIVITY LTD SHS 0.0%
Value ($000) $17 Shares 120 Est. Cost $141.63 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $17 Shares 43 Est. Cost $266.54 Unrealized +41.8%
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $17 Shares 77 Est. Cost $234.82 Unrealized
KLAC KLA CORP COM NEW 0.0%
Value ($000) $17 Shares 24 Est. Cost $472.66 Unrealized +33.7%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $17 Shares 365 Est. Cost $35.76 Unrealized +6.3%
APA APA CORPORATION COM 0.0%
Value ($000) $16 Shares 475 Est. Cost $35.35 Unrealized -17.1%
NVR NVR INC COM 0.0%
Value ($000) $16 Shares 2 Est. Cost $7428.56 Unrealized 0.0%
VICI VICI PPTYS INC COM 0.0%
Value ($000) $16 Shares 540 Est. Cost $25.92 Unrealized +3.6%
EIX EDISON INTL COM 0.0%
Value ($000) $16 Shares 227 Est. Cost $60.79 Unrealized +3.0%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $16 Shares 139 Est. Cost $114.14 Unrealized
BKH BLACK HILLS CORP COM 0.0%
Value ($000) $16 Shares 286 Est. Cost $55.83 Unrealized -14.5%
MDB MONGODB INC CL A 0.0%
Value ($000) $15 Shares 43 Est. Cost $291.65 Unrealized +40.1%
ITT ITT INC COM 0.0%
Value ($000) $15 Shares 113 Est. Cost $83.98 Unrealized +47.7%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $15 Shares 117 Est. Cost $106.31 Unrealized
BJ BJS WHSL CLUB HLDGS INC COM 0.0%
Value ($000) $15 Shares 200 Est. Cost $71.42 Unrealized -2.4%
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $15 Shares 175 Est. Cost $68.80 Unrealized +12.1%
QLD PROSHARES ULTRA QQQ 0.0%
Value ($000) $15 Shares 170 Est. Cost $87.48 Unrealized
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $15 Shares 27 Est. Cost $469.47 Unrealized +16.4%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $14 Shares 122 Est. Cost $114.15 Unrealized
RARE ULTRAGENYX PHARMACEUTICAL INC COM 0.0%
Value ($000) $14 Shares 300 Est. Cost $46.38 Unrealized +1.7%
KELLANOVA COM 0.0%
Value ($000) $14 Shares 244 Est. Cost $58.29 Unrealized -10.9%
SWBI SMITH & WESSON BRANDS INC COM 0.0%
Value ($000) $14 Shares 800 Est. Cost $12.19 Unrealized +18.4%
W WAYFAIR INC CL A 0.0%
Value ($000) $14 Shares 200 Est. Cost $42.12 Unrealized +34.2%
SEE SEALED AIR CORP NEW COM 0.0%
Value ($000) $14 Shares 363 Est. Cost $39.98 Unrealized -14.2%
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value ($000) $13 Shares 1,012 Est. Cost $24.47 Unrealized -41.8%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $13 Shares 125 Est. Cost $107.62 Unrealized
SOUN SOUNDHOUND AI INC CLASS A COM 0.0%
Value ($000) $13 Shares 2,258 Est. Cost $3.96 Unrealized 0.0%
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $13 Shares 65 Est. Cost $181.97 Unrealized
MGC VANGUARD MEGA CAP ETF 0.0%
Value ($000) $13 Shares 70 Est. Cost $156.46 Unrealized
RGA REINSURANCE GRP OF AMERICA INC COM NEW 0.0%
Value ($000) $13 Shares 67 Est. Cost $142.18 Unrealized +22.7%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $13 Shares 68 Est. Cost $148.76 Unrealized +11.0%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $13 Shares 299 Est. Cost $38.36 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $13 Shares 585 Est. Cost $16.36 Unrealized +30.0%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $13 Shares 250 Est. Cost $46.01 Unrealized
IVOO VANGUARD S&P MID-CAP 400 ETF 0.0%
Value ($000) $13 Shares 122 Est. Cost $103.01 Unrealized
DJT TRUMP MEDIA & TECHNOLOGY GROUP COM 0.0%
Value ($000) $13 Shares 202 Est. Cost $25.82 Unrealized +50.2%
OSK OSHKOSH CORP COM 0.0%
Value ($000) $12 Shares 100 Est. Cost $80.98 Unrealized +32.7%
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $12 Shares 602 Est. Cost $14.52 Unrealized +24.4%
CLSK CLEANSPARK INC COM NEW 0.0%
Value ($000) $12 Shares 585 Est. Cost $13.90 Unrealized 0.0%
WAT WATERS CORP COM 0.0%
Value ($000) $12 Shares 36 Est. Cost $276.19 Unrealized +19.0%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $12 Shares 385 Est. Cost $28.50 Unrealized
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $12 Shares 163 Est. Cost $52.33 Unrealized +19.6%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $12 Shares 45 Est. Cost $59.65 Unrealized +201.7%
CCK CROWN HLDGS INC COM 0.0%
Value ($000) $12 Shares 150 Est. Cost $76.94 Unrealized +4.1%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $12 Shares 100 Est. Cost $63.48 Unrealized +41.5%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $12 Shares 71 Est. Cost $119.87 Unrealized +26.3%
NEM NEWMONT CORP COM 0.0%
Value ($000) $12 Shares 325 Est. Cost $39.90 Unrealized -16.9%
VIOO VANGUARD S&P SMALL-CAP 600 ETF 0.0%
Value ($000) $12 Shares 114 Est. Cost $101.50 Unrealized
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $11 Shares 267 Est. Cost $35.54 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $11 Shares 133 Est. Cost $58.50 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value ($000) $11 Shares 100 Est. Cost $101.47 Unrealized -0.6%
NUVEEN MASSACHUSETS QLT MUN FD COM 0.0%
Value ($000) $11 Shares 996 Est. Cost $10.44 Unrealized
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $11 Shares 300 Est. Cost $27.83 Unrealized +14.7%
ATKR ATKORE INC COM 0.0%
Value ($000) $10 Shares 55 Est. Cost $154.45 Unrealized 0.0%
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $88.00 Unrealized 0.0%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $10 Shares 220 Est. Cost $65.02 Unrealized
ARTY ISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETF 0.0%
Value ($000) $10 Shares 290 Est. Cost $34.50 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $10 Shares 33 Est. Cost $228.27 Unrealized +17.2%
SRE SEMPRA COM 0.0%
Value ($000) $10 Shares 133 Est. Cost $67.68 Unrealized -0.5%
NUE NUCOR CORP COM 0.0%
Value ($000) $9 Shares 48 Est. Cost $149.06 Unrealized +18.9%
WELL WELLTOWER INC COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $87.18 Unrealized 0.0%
CHIMERA INVT CORP COM NEW 0.0%
Value ($000) $9 Shares 2,000 Est. Cost $5.77 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $9 Shares 233 Est. Cost $26.95 Unrealized +23.9%
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value ($000) $9 Shares 21 Est. Cost $407.99 Unrealized +5.1%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $9 Shares 462 Est. Cost $19.27 Unrealized -17.7%
ATR APTARGROUP INC COM 0.0%
Value ($000) $9 Shares 60 Est. Cost $122.13 Unrealized +8.1%
AEE AMEREN CORP COM 0.0%
Value ($000) $9 Shares 115 Est. Cost $76.15 Unrealized -12.1%
CNQ CANADIAN NAT RES LTD COM 0.0%
Value ($000) $8 Shares 111 Est. Cost $25.69 Unrealized +21.3%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $8 Shares 275 Est. Cost $31.41 Unrealized
AER AERCAP HOLDINGS NV SHS 0.0%
Value ($000) $8 Shares 94 Est. Cost $56.81 Unrealized +36.2%
CRL CHARLES RIV LABS INTL INC COM 0.0%
Value ($000) $8 Shares 30 Est. Cost $238.81 Unrealized 0.0%
ZIMVIE INC COM 0.0%
Value ($000) $8 Shares 486 Est. Cost $11.23 Unrealized
XOP SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.0%
Value ($000) $8 Shares 50 Est. Cost $154.94 Unrealized
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $8 Shares 500 Est. Cost $14.66 Unrealized -1.1%
JBLU JETBLUE AWYS CORP COM 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $7.31 Unrealized -15.1%
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.0%
Value ($000) $7 Shares 71 Est. Cost $103.79 Unrealized
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $7.66 Unrealized 0.0%
BLDR BUILDERS FIRSTSOURCE INC COM 0.0%
Value ($000) $7 Shares 34 Est. Cost $111.21 Unrealized +66.2%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $7 Shares 72 Est. Cost $98.99 Unrealized
EATON VANCE TAX ADVT DIV INCM COM 0.0%
Value ($000) $7 Shares 293 Est. Cost $22.75 Unrealized
FLO FLOWERS FOODS INC COM 0.0%
Value ($000) $7 Shares 287 Est. Cost $23.09 Unrealized -11.2%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $7 Shares 93 Est. Cost $59.34 Unrealized +24.9%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $7 Shares 50 Est. Cost $124.94 Unrealized +8.8%
MPT MEDICAL PPTYS TRUST INC COM 0.0%
Value ($000) $7 Shares 1,400 Est. Cost $4.91 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $7 Shares 35 Est. Cost $144.26 Unrealized
ROKU ROKU INC COM CL A 0.0%
Value ($000) $7 Shares 100 Est. Cost $60.74 Unrealized +28.1%
PII POLARIS INC COM 0.0%
Value ($000) $7 Shares 65 Est. Cost $110.52 Unrealized -16.9%
CR CRANE COMPANY COMMON STOCK 0.0%
Value ($000) $6 Shares 48 Est. Cost $75.98 Unrealized +60.5%
ORI OLD REP INTL CORP COM 0.0%
Value ($000) $6 Shares 210 Est. Cost $18.86 Unrealized +29.7%
FMC FMC CORP COM NEW 0.0%
Value ($000) $6 Shares 100 Est. Cost $108.32 Unrealized -50.8%
VYX NCR VOYIX CORPORATION COM 0.0%
Value ($000) $6 Shares 500 Est. Cost $14.43 Unrealized -0.2%
WESTROCK CO COM 0.0%
Value ($000) $6 Shares 127 Est. Cost $35.16 Unrealized
IRBTQ IROBOT CORP COM 0.0%
Value ($000) $6 Shares 700 Est. Cost $39.91 Unrealized -59.5%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $6 Shares 70 Est. Cost $70.76 Unrealized
EXE CHESAPEAKE ENERGY CORP COM 0.0%
Value ($000) $6 Shares 68 Est. Cost $73.57 Unrealized +3.0%
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $6 Shares 1,701 Est. Cost $4.16 Unrealized
TGNA TEGNA INC COM 0.0%
Value ($000) $6 Shares 402 Est. Cost $16.30 Unrealized -8.8%
FLEX FLEX LTD ORD 0.0%
Value ($000) $6 Shares 208 Est. Cost $19.09 Unrealized +37.4%
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $6 Shares 70 Est. Cost $84.09 Unrealized
VREX VAREX IMAGING CORP COM 0.0%
Value ($000) $6 Shares 320 Est. Cost $20.81 Unrealized -11.8%
LGND LIGAND PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $5 Shares 75 Est. Cost $75.03 Unrealized -1.7%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $5 Shares 41 Est. Cost $130.98 Unrealized -4.4%
SABA CAPITAL INCOME & OPPORTUN COM 0.0%
Value ($000) $5 Shares 1,425 Est. Cost $4.14 Unrealized
BLD TOPBUILD CORP COM 0.0%
Value ($000) $5 Shares 12 Est. Cost $304.38 Unrealized +28.5%
DIOD DIODES INC COM 0.0%
Value ($000) $5 Shares 75 Est. Cost $88.13 Unrealized -21.2%
CC CHEMOURS CO COM 0.0%
Value ($000) $5 Shares 200 Est. Cost $27.54 Unrealized -4.4%
ARISTA NETWORKS INC COM 0.0%
Value ($000) $5 Shares 18 Est. Cost $290.00 Unrealized
IOO ISHARES GLOBAL 100 ETF 0.0%
Value ($000) $5 Shares 58 Est. Cost $76.06 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $5 Shares 101 Est. Cost $49.73 Unrealized
WDS WOODSIDE ENERGY GROUP LTD SPONSORED ADR 0.0%
Value ($000) $5 Shares 250 Est. Cost $19.97 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $5 Shares 65 Est. Cost $74.17 Unrealized
NATL NCR ATLEOS CORPORATION COM SHS 0.0%
Value ($000) $5 Shares 250 Est. Cost $21.39 Unrealized 0.0%
PDM PIEDMONT OFFICE REALTY TR INC COM CL A 0.0%
Value ($000) $5 Shares 700 Est. Cost $7.03 Unrealized
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $5 Shares 15 Est. Cost $262.44 Unrealized +11.8%
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 0.0%
Value ($000) $5 Shares 135 Est. Cost $45.58 Unrealized
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $109.94 Unrealized +9.7%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $5 Shares 100 Est. Cost $35.89 Unrealized +12.8%
DECK DECKERS OUTDOOR CORP COM 0.0%
Value ($000) $5 Shares 5 Est. Cost $138.61 Unrealized 0.0%
CALAMOS CONV & HIGH INCOME FD COM SHS 0.0%
Value ($000) $5 Shares 395 Est. Cost $11.23 Unrealized
RGR STURM RUGER & CO INC COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $54.55 Unrealized -18.9%
GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $5 Shares 134 Est. Cost $34.29 Unrealized
SANDSTORM GOLD LTD COM NEW 0.0%
Value ($000) $5 Shares 875 Est. Cost $5.12 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $5 Shares 244 Est. Cost $17.60 Unrealized -8.4%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $5 Shares 537 Est. Cost $8.30 Unrealized
PPH VANECK PHARMACEUTICAL ETF 0.0%
Value ($000) $5 Shares 50 Est. Cost $79.86 Unrealized
LRGF ISHARES U.S. EQUITY FACTOR ETF 0.0%
Value ($000) $4 Shares 81 Est. Cost $53.81 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $4 Shares 60 Est. Cost $87.47 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $4 Shares 69 Est. Cost $83.10 Unrealized -34.0%
STLA STELLANTIS N.V SHS 0.0%
Value ($000) $4 Shares 150 Est. Cost $17.55 Unrealized
ENPH ENPHASE ENERGY INC COM 0.0%
Value ($000) $4 Shares 35 Est. Cost $178.67 Unrealized -34.7%
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $4 Shares 83 Est. Cost $39.20 Unrealized
GEM GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $4 Shares 124 Est. Cost $31.34 Unrealized
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $4.53 Unrealized
GROY GOLD ROYALTY CORP COMMON SHARES 0.0%
Value ($000) $4 Shares 2,000 Est. Cost $2.07 Unrealized -22.2%
ICLR ICON PLC SHS 0.0%
Value ($000) $4 Shares 11 Est. Cost $252.02 Unrealized +17.0%
H HYATT HOTELS CORP COM CL A 0.0%
Value ($000) $4 Shares 22 Est. Cost $139.75 Unrealized 0.0%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $3 Shares 67 Est. Cost $45.47 Unrealized +9.2%
MSCI MSCI INC COM 0.0%
Value ($000) $3 Shares 6 Est. Cost $510.96 Unrealized +7.5%
HZO MARINEMAX INC COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $29.44 Unrealized +8.9%
WEN WENDYS CO COM 0.0%
Value ($000) $3 Shares 174 Est. Cost $21.43 Unrealized -12.3%
BBWI BATH & BODY WORKS INC COM 0.0%
Value ($000) $3 Shares 65 Est. Cost $33.87 Unrealized +24.9%
CALY TOPGOLF CALLAWAY BRANDS CORP COM 0.0%
Value ($000) $3 Shares 200 Est. Cost $20.01 Unrealized -29.0%
DOUBLELINE INCOME SOLUTIONS FD COM 0.0%
Value ($000) $3 Shares 245 Est. Cost $11.91 Unrealized
ENR ENERGIZER HLDGS INC NEW COM 0.0%
Value ($000) $3 Shares 105 Est. Cost $29.53 Unrealized -7.0%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $3 Shares 20 Est. Cost $211.01 Unrealized -35.3%
ALC ALCON AG ORD SHS 0.0%
Value ($000) $3 Shares 37 Est. Cost $76.87 Unrealized +3.6%
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $3 Shares 50 Est. Cost $42.92 Unrealized +21.0%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $3 Shares 2 Est. Cost $1636.68 Unrealized 0.0%
GT GOODYEAR TIRE & RUBR CO COM 0.0%
Value ($000) $3 Shares 220 Est. Cost $12.49 Unrealized +4.7%
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 +16.2%
STE STERIS PLC SHS USD 0.0%
Value ($000) $3 Shares 13 Est. Cost $221.46 Unrealized +0.2%
VECTOR GROUP LTD COM 0.0%
Value ($000) $3 Shares 266 Est. Cost $12.81 Unrealized
NPO ENPRO INC COM 0.0%
Value ($000) $3 Shares 17 Est. Cost $106.19 Unrealized +46.1%
VGLT VANGUARD LONG-TERM TREASURY ETF 0.0%
Value ($000) $3 Shares 48 Est. Cost $63.52 Unrealized
OC OWENS CORNING NEW COM 0.0%
Value ($000) $3 Shares 17 Est. Cost $112.11 Unrealized +36.1%
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.0%
Value ($000) $3 Shares 204 Est. Cost $13.62 Unrealized
PAAS PAN AMERN SILVER CORP COM 0.0%
Value ($000) $3 Shares 187 Est. Cost $16.52 Unrealized -16.5%
TRIP TRIPADVISOR INC COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $16.93 Unrealized +43.4%
JPST JPMORGAN ULTRA-SHORT INCOME ETF ULTRA SHORT INCOME FUND 0.0%
Value ($000) $3 Shares 55 Est. Cost $50.45 Unrealized
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $3 Shares 29 Est. Cost $94.72 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $3 Shares 40 Est. Cost $68.37 Unrealized
AI C3 AI INC CL A 0.0%
Value ($000) $3 Shares 100 Est. Cost $28.17 Unrealized -0.3%
TG TREDEGAR CORP COM 0.0%
Value ($000) $3 Shares 415 Est. Cost $7.79 Unrealized -37.6%
M MACYS INC COM 0.0%
Value ($000) $3 Shares 132 Est. Cost $14.47 Unrealized +33.5%
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value ($000) $3 Shares 44 Est. Cost $51.06 Unrealized -3.0%
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $3 Shares 66 Est. Cost $37.70 Unrealized
LECO LINCOLN ELEC HLDGS INC COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $236.20 Unrealized 0.0%
EATON VANCE TAX-MANAGED DIVERS COM 0.0%
Value ($000) $3 Shares 190 Est. Cost $12.46 Unrealized
SEIC SEI INVTS CO COM 0.0%
Value ($000) $3 Shares 35 Est. Cost $64.80 Unrealized 0.0%
NUVEEN S&P 500 BUY-WRITE INCOM COM 0.0%
Value ($000) $2 Shares 187 Est. Cost $13.37 Unrealized
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $384.28 Unrealized -4.2%
CIEN CIENA CORP COM NEW 0.0%
Value ($000) $2 Shares 47 Est. Cost $44.08 Unrealized +19.7%
BRKR BRUKER CORP COM 0.0%
Value ($000) $2 Shares 24 Est. Cost $66.65 Unrealized +19.8%
EVLV EVOLV TECHNOLOGIES HLDNGS INC COM CL A 0.0%
Value ($000) $2 Shares 500 Est. Cost $4.73 Unrealized -8.6%
HXL HEXCEL CORP NEW COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $71.11 Unrealized +1.2%
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $2 Shares 150 Est. Cost $18.40 Unrealized
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $2 Shares 54 Est. Cost $35.18 Unrealized -1.5%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $2 Shares 41 Est. Cost $59.35 Unrealized -29.6%
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value ($000) $2 Shares 172 Est. Cost $15.91 Unrealized
ICF ISHARES COHEN & STEERS REIT ETF 0.0%
Value ($000) $2 Shares 35 Est. Cost $57.71 Unrealized
STPZ PIMCO 1-5 YEAR US TIPS INDEX EXCHANGE-TRADED FUND PIMCO 1-5 YEAR U.S. TIPS 0.0%
Value ($000) $2 Shares 39 Est. Cost $51.51 Unrealized
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 0.0%
Value ($000) $2 Shares 59 Est. Cost $33.97 Unrealized
J JACOBS SOLUTIONS INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $115.29 Unrealized 0.0%
OABI OMNIAB INC COM 0.0%
Value ($000) $2 Shares 367 Est. Cost $4.05 Unrealized +42.1%
NXT NEXTRACKER INC CLASS A COM 0.0%
Value ($000) $2 Shares 35 Est. Cost $53.20 Unrealized 0.0%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $2 Shares 214 Est. Cost $9.45 Unrealized
PNR PENTAIR PLC SHS 0.0%
Value ($000) $2 Shares 22 Est. Cost $74.38 Unrealized 0.0%
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $198.09 Unrealized -22.4%
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $97.14 Unrealized -21.2%
MMS MAXIMUS INC COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $81.40 Unrealized +1.1%
NUVEEN CORE EQUITY ALPHA FD COM 0.0%
Value ($000) $2 Shares 125 Est. Cost $12.76 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $2 Shares 6 Est. Cost $341.23 Unrealized -5.8%
OWL BLUE OWL CAPITAL INC COM CL A 0.0%
Value ($000) $2 Shares 91 Est. Cost $13.46 Unrealized +24.5%
XIFR NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 0.0%
Value ($000) $2 Shares 57 Est. Cost $60.14 Unrealized -52.6%
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $28.69 Unrealized +33.8%
NVT NVENT ELECTRIC PLC SHS 0.0%
Value ($000) $2 Shares 22 Est. Cost $62.88 Unrealized 0.0%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $2 Shares 100 Est. Cost $11.70 Unrealized +39.0%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 15 Est. Cost $108.93 Unrealized
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 44 Est. Cost $36.35 Unrealized
HNDL STRATEGY SHARES NASDAQ 7HANDL INDEX ETF 0.0%
Value ($000) $2 Shares 75 Est. Cost $20.33 Unrealized
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $17.47 Unrealized
APTIV PLC SHS 0.0%
Value ($000) $2 Shares 19 Est. Cost $98.58 Unrealized
STERICYCLE INC COM 0.0%
Value ($000) $1 Shares 28 Est. Cost $46.43 Unrealized
TRNO TERRENO RLTY CORP COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $66.41 Unrealized
MTW MANITOWOC CO INC COM NEW 0.0%
Value ($000) $1 Shares 100 Est. Cost $16.14 Unrealized -8.1%
BIO BIO RAD LABS INC CL A 0.0%
Value ($000) $1 Shares 4 Est. Cost $385.83 Unrealized -14.8%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $501.94 Unrealized +31.0%
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $1 Shares 15 Est. Cost $73.75 Unrealized +11.5%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $1 Shares 6 Est. Cost $212.78 Unrealized +0.6%
NYT NEW YORK TIMES CO CL A 0.0%
Value ($000) $1 Shares 30 Est. Cost $44.48 Unrealized 0.0%
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $427.12 Unrealized 0.0%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $50.08 Unrealized
NWL NEWELL BRANDS INC COM 0.0%
Value ($000) $1 Shares 150 Est. Cost $8.88 Unrealized -17.9%
HANESBRANDS INC COM 0.0%
Value ($000) $1 Shares 200 Est. Cost $4.54 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $1 Shares 6 Est. Cost $170.22 Unrealized
PBD INVESCO GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $1 Shares 80 Est. Cost $18.90 Unrealized
GGG GRACO INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $86.25 Unrealized 0.0%
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $1 Shares 32 Est. Cost $36.55 Unrealized -18.6%
AOUT AMERICAN OUTDOOR BRANDS INC COM 0.0%
Value ($000) $1 Shares 125 Est. Cost $8.32 Unrealized +3.7%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $113.20 Unrealized -13.7%
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $116.81 Unrealized 0.0%
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $50.71 Unrealized +0.2%
KODK EASTMAN KODAK CO COM NEW 0.0%
Value ($000) $1 Shares 200 Est. Cost $4.89 Unrealized -17.9%
SBH SALLY BEAUTY HLDGS INC COM 0.0%
Value ($000) $1 Shares 78 Est. Cost $12.68 Unrealized -1.3%
LAD LITHIA MTRS INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $295.59 Unrealized 0.0%
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $23.00 Unrealized +28.6%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 516 Est. Cost $2.20 Unrealized -29.0%
QSR RESTAURANT BRANDS INTL INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $72.20 Unrealized +8.0%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.53 Unrealized +39.8%
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $1 Shares 20 Est. Cost $40.14 Unrealized +1.1%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $1 Shares 2 Est. Cost $139.36 Unrealized +119.7%
NLOP NET LEASE OFFICE PROPERTIES COM 0.0%
Value ($000) $1 Shares 26 Est. Cost $23.81 Unrealized
ITB ISHARES U.S. HOME CONSTRUCTION ETF 0.0%
Value ($000) $1 Shares 5 Est. Cost $115.80 Unrealized
NGVT INGEVITY CORP COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $70.50 Unrealized -36.2%
VVX V2X INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $43.61 Unrealized -6.3%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $27.14 Unrealized
AMX AMERICA MOVIL SAB DE CV SPON ADS RP CL B 0.0%
Value ($000) $1 Shares 29 Est. Cost $18.66 Unrealized
SSP SCRIPPS E W CO OHIO CL A NEW 0.0%
Value ($000) $1 Shares 133 Est. Cost $6.34 Unrealized -29.0%
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 37 Est. Cost $7.54 Unrealized
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $1 Shares 70 Est. Cost $8.04 Unrealized -1.1%
WDFC WD 40 CO COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $250.16 Unrealized 0.0%
PATH UIPATH INC CL A 0.0%
Value ($000) $0 Shares 20 Est. Cost $16.04 Unrealized +45.9%
NIO NIO INC SPON ADS 0.0%
Value ($000) $0 Shares 100 Est. Cost $9.69 Unrealized
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $195.74 Unrealized 0.0%
PENN PENN ENTERTAINMENT INC COM 0.0%
Value ($000) $0 Shares 23 Est. Cost $26.63 Unrealized -22.5%
VSCO VICTORIAS SECRET AND CO COMMON STOCK 0.0%
Value ($000) $0 Shares 21 Est. Cost $25.20 Unrealized -2.6%
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $31.40 Unrealized
TE FREYR BATTERY INC COM NEW 0.0%
Value ($000) $0 Shares 200 Est. Cost $1.58 Unrealized 0.0%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 14 Est. Cost $17.26 Unrealized +14.4%
BRAINSTORM CELL THERAPEUTICS I COM NEW 0.0%
Value ($000) $0 Shares 500 Est. Cost $2.06 Unrealized
WW INTL INC COM 0.0%
Value ($000) $0 Shares 150 Est. Cost $6.72 Unrealized
ADNT ADIENT PLC ORD SHS 0.0%
Value ($000) $0 Shares 8 Est. Cost $34.04 Unrealized 0.0%
DDD 3-D SYS CORP DEL COM NEW 0.0%
Value ($000) $0 Shares 50 Est. Cost $9.14 Unrealized -46.2%
DOUG DOUGLAS ELLIMAN INC COM 0.0%
Value ($000) $0 Shares 139 Est. Cost $2.75 Unrealized -25.4%
PCYO PURE CYCLE CORP COM NEW 0.0%
Value ($000) $0 Shares 20 Est. Cost $9.93 Unrealized -0.4%
QTTB Q32 BIO INC COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $13.78 Unrealized 0.0%
ACCO ACCO BRANDS CORP COM 0.0%
Value ($000) $0 Shares 31 Est. Cost $4.25 Unrealized +22.6%
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $8.02 Unrealized +14.7%
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $71.50 Unrealized
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $52.96 Unrealized +6.6%
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $78.22 Unrealized 0.0%
LUCID GROUP INC COM 0.0%
Value ($000) $0 Shares 40 Est. Cost $6.89 Unrealized
2SEVENTY BIO INC COMMON STOCK 0.0%
Value ($000) $0 Shares 19 Est. Cost $10.11 Unrealized
DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $0 Shares 2 Est. Cost $51.00 Unrealized
RYAM RAYONIER ADVANCED MATLS INC COM 0.0%
Value ($000) $0 Shares 19 Est. Cost $4.73 Unrealized -10.0%
VIAV VIAVI SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $9.78 Unrealized +0.3%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $75.00 Unrealized
BLUEBIRD BIO INC COM 0.0%
Value ($000) $0 Shares 57 Est. Cost $3.30 Unrealized
SCHP SCHWAB US TIPS ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $60.00 Unrealized
AVNS AVANOS MED INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $26.34 Unrealized -26.6%
FVRR FIVERR INTL LTD ORD SHS 0.0%
Value ($000) $0 Shares 2 Est. Cost $30.13 Unrealized -16.9%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $0 Shares 1 Est. Cost $36.00 Unrealized
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $24.90 Unrealized -12.4%
VIRTUS CONVERTIBLE & INCOME FD COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $3.50 Unrealized
BODI THE BEACHBODY COMPANY INC COM CL A NEW 0.0%
Value ($000) $0 Shares 4 Est. Cost $10.69 Unrealized -11.3%
ONL ORION OFFICE REIT INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $6.60 Unrealized
UIS UNISYS CORP COM NEW 0.0%
Value ($000) $0 Shares 4 Est. Cost $3.97 Unrealized +53.1%
CNDT CONDUENT INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $3.27 Unrealized +6.0%
HELIUS MED TECHNOLOGIES INC COM CL A NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $9.50 Unrealized
TITAN PHARMACEUTICALS INC DEL COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $7.00 Unrealized
CODA CODA OCTOPUS GROUP INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $8.70 Unrealized -33.1%
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 -18.0%
ROII RISKON INTERNATIONAL INC COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $1.96 Unrealized -94.8%
FRCB FIRST REP BK SAN FRANCISCO CAL COM 0.0%
Value ($000) $0 Shares 28 Est. Cost $148.91 Unrealized -100.0%
VANECK RUSSIA ETF 0.0%
Value ($000) $0 Shares 2,175 Est. Cost Unrealized