BEESE FULMER INVESTMENT MANAGEMENT, INC. Diversified Active

CIK: 0000911274 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 8, 2021

Total Value ($000): $888,506 (100.0% shares, 0.0% debt)

Holdings (238)

AAPL APPLE INC COM 5.7%
Value ($000) $50,964 Shares 360,171 Est. Cost $85.95 Unrealized +67.4%
MSFT MICROSOFT CORP COM 4.6%
Value ($000) $40,448 Shares 143,473 Est. Cost $51.17 Unrealized +448.6%
MA MASTERCARD INCORPORATED CL A 2.8%
Value ($000) $24,623 Shares 70,820 Est. Cost $70.55 Unrealized +402.8%
DIS DISNEY WALT CO COM 2.3%
Value ($000) $20,762 Shares 122,729 Est. Cost $70.92 Unrealized +145.5%
GOOG ALPHABET INC CAP STK CL C 2.3%
Value ($000) $20,709 Shares 7,770 Est. Cost $43.70 Unrealized +213.1%
AMZN AMAZON COM INC COM 2.3%
Value ($000) $20,469 Shares 6,231 Est. Cost $98.90 Unrealized +74.4%
JNJ JOHNSON & JOHNSON 2.2%
Value ($000) $19,751 Shares 122,297 Est. Cost $74.75 Unrealized +101.0%
META FACEBOOK INC CL A 2.1%
Value ($000) $18,351 Shares 54,072 Est. Cost $107.05 Unrealized +234.1%
PYPL PAYPAL HLDGS INC COM 1.9%
Value ($000) $17,200 Shares 66,099 Est. Cost $38.00 Unrealized +644.8%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 1.9%
Value ($000) $16,780 Shares 203,610 Est. Cost $80.56 Unrealized
PG PROCTER & GAMBLE COMPANY 1.9%
Value ($000) $16,730 Shares 119,672 Est. Cost $72.60 Unrealized +75.3%
CMCSA COMCAST CORP NEW CL A 1.9%
Value ($000) $16,671 Shares 298,064 Est. Cost $26.85 Unrealized +91.4%
GOOGL ALPHABET INC CAP STK CL A 1.8%
Value ($000) $16,389 Shares 6,130 Est. Cost $37.49 Unrealized +260.2%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.7%
Value ($000) $14,989 Shares 54,918 Est. Cost $156.74 Unrealized +79.2%
COST COSTCO WHOLESALE CORPORATION 1.5%
Value ($000) $13,533 Shares 30,117 Est. Cost $253.03 Unrealized +65.3%
ORLY OREILLY AUTOMOTIVE INC COM 1.5%
Value ($000) $13,467 Shares 22,039 Est. Cost $8.87 Unrealized +351.4%
JPM JPMORGAN CHASE & CO COM 1.5%
Value ($000) $13,301 Shares 81,258 Est. Cost $57.97 Unrealized +142.0%
EW EDWARDS LIFESCIENCES CORP COM 1.5%
Value ($000) $13,239 Shares 116,945 Est. Cost $59.10 Unrealized +93.1%
PEP PEPSICO, INC. 1.5%
Value ($000) $12,980 Shares 86,297 Est. Cost $64.01 Unrealized +110.9%
LOW LOWES COS INC COM 1.4%
Value ($000) $12,584 Shares 62,034 Est. Cost $45.46 Unrealized +303.8%
KO COCA COLA CO COM 1.4%
Value ($000) $12,181 Shares 232,144 Est. Cost $31.41 Unrealized +55.4%
UPS UNITED PARCEL SERVICE INC CL B 1.3%
Value ($000) $11,832 Shares 64,975 Est. Cost $78.01 Unrealized +108.6%
MCD MCDONALDS CORP COM 1.3%
Value ($000) $11,167 Shares 46,317 Est. Cost $90.04 Unrealized +139.7%
ABT ABBOTT LABS COM 1.3%
Value ($000) $11,126 Shares 94,184 Est. Cost $41.32 Unrealized +174.6%
FRCB FIRST REP BK SAN FRANCISCO CAL COM 1.1%
Value ($000) $10,118 Shares 52,460 Est. Cost $63.87 Unrealized +204.8%
ICE INTERCONTINENTAL EXCHANGE INC COM 1.1%
Value ($000) $10,105 Shares 88,010 Est. Cost $60.83 Unrealized +84.2%
CVS CVS HEALTH CORP COM 1.1%
Value ($000) $9,933 Shares 117,051 Est. Cost $51.90 Unrealized +39.7%
HD HOME DEPOT INC COM 1.1%
Value ($000) $9,927 Shares 30,241 Est. Cost $170.87 Unrealized +72.4%
SYK STRYKER CORPORATION COM 1.1%
Value ($000) $9,872 Shares 37,432 Est. Cost $176.53 Unrealized +44.6%
EMR EMERSON ELEC CO COM 1.1%
Value ($000) $9,468 Shares 100,504 Est. Cost $50.36 Unrealized +81.1%
CVX CHEVRON CORP NEW COM 1.0%
Value ($000) $9,270 Shares 91,370 Est. Cost $78.75 Unrealized +5.8%
BA BOEING CO COM 1.0%
Value ($000) $9,033 Shares 41,072 Est. Cost $117.48 Unrealized +89.8%
GS GOLDMAN SACHS GROUP INC COM 1.0%
Value ($000) $9,013 Shares 23,842 Est. Cost $159.47 Unrealized +119.4%
TJX TJX COS INC NEW COM 1.0%
Value ($000) $8,753 Shares 132,664 Est. Cost $49.98 Unrealized +31.0%
LINDE PLC SHS 1.0%
Value ($000) $8,741 Shares 29,794 Est. Cost $175.92 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 1.0%
Value ($000) $8,560 Shares 14,869 Est. Cost $346.98 Unrealized +81.4%
CB CHUBB LIMITED COM 1.0%
Value ($000) $8,443 Shares 48,671 Est. Cost $101.21 Unrealized +63.0%
XOM EXXON MOBIL CORP COM 0.9%
Value ($000) $8,423 Shares 143,200 Est. Cost $53.60 Unrealized -9.6%
HSY HERSHEY CO COM 0.9%
Value ($000) $8,349 Shares 49,328 Est. Cost $94.06 Unrealized +68.9%
BDX BECTON DICKINSON & CO COM 0.9%
Value ($000) $7,790 Shares 31,689 Est. Cost $115.76 Unrealized +97.0%
TXN TEXAS INSTRS INC COM 0.8%
Value ($000) $7,543 Shares 39,242 Est. Cost $86.16 Unrealized +94.9%
CMI CUMMINS INC COM 0.8%
Value ($000) $7,273 Shares 32,387 Est. Cost $86.95 Unrealized +142.0%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.8%
Value ($000) $7,102 Shares 82,621 Est. Cost $62.41 Unrealized +24.0%
UNP UNION PAC CORP COM 0.8%
Value ($000) $7,057 Shares 36,003 Est. Cost $128.78 Unrealized +51.6%
FMNB FARMERS NATIONAL BANC CORP COM 0.8%
Value ($000) $7,035 Shares 447,794 Est. Cost $10.77 Unrealized +14.7%
MDT MEDTRONIC PLC SHS 0.7%
Value ($000) $6,625 Shares 52,851 Est. Cost $59.60 Unrealized +90.4%
PM PHILIP MORRIS INTL INC COM 0.7%
Value ($000) $6,557 Shares 69,177 Est. Cost $53.21 Unrealized +52.3%
MRK MERCK & CO INC COM 0.7%
Value ($000) $6,549 Shares 87,192 Est. Cost $48.18 Unrealized +37.3%
FLEETCOR TECHNOLOGIES INC COM 0.7%
Value ($000) $6,337 Shares 24,253 Est. Cost $93.74 Unrealized
COP CONOCOPHILLIPS COM 0.7%
Value ($000) $6,260 Shares 92,377 Est. Cost $42.04 Unrealized +17.3%
DHI D R HORTON INC COM 0.6%
Value ($000) $5,662 Shares 67,424 Est. Cost $40.01 Unrealized +120.3%
CIVB CIVISTA BANCSHARES INC COM NO PAR 0.6%
Value ($000) $4,958 Shares 213,424 Est. Cost $17.56 Unrealized +12.9%
BAX BAXTER INTL INC COM 0.5%
Value ($000) $4,832 Shares 60,073 Est. Cost $41.76 Unrealized +71.4%
INTC INTEL CORP COM 0.5%
Value ($000) $4,726 Shares 88,710 Est. Cost $28.46 Unrealized +75.0%
AON AON PLC SHS CL A 0.5%
Value ($000) $4,708 Shares 16,474 Est. Cost $197.15 Unrealized +32.0%
ABBV ABBVIE INC COM 0.5%
Value ($000) $4,537 Shares 42,057 Est. Cost $48.43 Unrealized +100.7%
ROP ROPER TECHNOLOGIES INC COM 0.5%
Value ($000) $4,535 Shares 10,165 Est. Cost $367.02 Unrealized +27.1%
VZ VERIZON COMMUNICATIONS INC. 0.5%
Value ($000) $4,435 Shares 82,113 Est. Cost $29.44 Unrealized +43.7%
CSCO CISCO SYS INC COM 0.5%
Value ($000) $4,432 Shares 81,425 Est. Cost $38.47 Unrealized +28.0%
HBAN HUNTINGTON BANCSHARES INC COM 0.5%
Value ($000) $4,287 Shares 277,264 Est. Cost $7.82 Unrealized +54.1%
NOC NORTHROP GRUMMAN CORP COM 0.5%
Value ($000) $4,179 Shares 11,603 Est. Cost $174.78 Unrealized +92.5%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.5%
Value ($000) $4,114 Shares 10 Est. Cost $274801.06 Unrealized +53.8%
CRM SALESFORCE COM INC COM 0.5%
Value ($000) $4,066 Shares 14,993 Est. Cost $223.04 Unrealized +12.5%
ROK ROCKWELL AUTOMATION INC COM 0.5%
Value ($000) $4,042 Shares 13,747 Est. Cost $68.64 Unrealized +314.8%
KMPR KEMPER CORP COM 0.4%
Value ($000) $3,762 Shares 56,329 Est. Cost $32.74 Unrealized +107.3%
CAT CATERPILLAR INC COM 0.4%
Value ($000) $3,727 Shares 19,416 Est. Cost $105.58 Unrealized +81.9%
SHW SHERWIN WILLIAMS CO COM 0.4%
Value ($000) $3,618 Shares 12,935 Est. Cost $213.62 Unrealized +31.7%
UNILEVER PLC SPON ADR NEW 0.4%
Value ($000) $3,595 Shares 66,298 Est. Cost $44.17 Unrealized
PFE PFIZER INC COM 0.4%
Value ($000) $3,573 Shares 83,066 Est. Cost $21.18 Unrealized +68.4%
D DOMINION ENERGY INC COM 0.4%
Value ($000) $3,517 Shares 48,167 Est. Cost $38.17 Unrealized +63.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.4%
Value ($000) $3,493 Shares 31,285 Est. Cost $116.21 Unrealized
DE DEERE & CO COM 0.4%
Value ($000) $3,389 Shares 10,115 Est. Cost $143.16 Unrealized +137.0%
ADP AUTOMATIC DATA PROCESSING INC COM 0.4%
Value ($000) $3,369 Shares 16,851 Est. Cost $101.08 Unrealized +85.7%
T AT&T INC COM 0.4%
Value ($000) $3,318 Shares 122,846 Est. Cost $12.93 Unrealized +24.3%
EOG EOG RES INC COM 0.4%
Value ($000) $3,282 Shares 40,882 Est. Cost $64.14 Unrealized -8.3%
MMM 3M COMPANY 0.4%
Value ($000) $3,132 Shares 17,856 Est. Cost $102.24 Unrealized +34.3%
AXP AMERICAN EXPRESS CO COM 0.3%
Value ($000) $3,064 Shares 18,292 Est. Cost $63.71 Unrealized +148.4%
APD AIR PRODS & CHEMS INC COM 0.3%
Value ($000) $2,999 Shares 11,712 Est. Cost $198.65 Unrealized +24.3%
DISH NETWORK CORPORATION CL A 0.3%
Value ($000) $2,942 Shares 67,683 Est. Cost $42.18 Unrealized
SJM SMUCKER J M CO COM NEW 0.3%
Value ($000) $2,940 Shares 24,490 Est. Cost $88.34 Unrealized +24.3%
BMY BRISTOL-MYERS SQUIBB CO COM 0.3%
Value ($000) $2,769 Shares 46,792 Est. Cost $36.73 Unrealized +49.3%
ST SENSATA TECHNOLOGIES HLDG PLC SHS 0.3%
Value ($000) $2,740 Shares 50,073 Est. Cost $52.93 Unrealized +8.6%
TDY TELEDYNE TECHNOLOGIES INC COM 0.3%
Value ($000) $2,723 Shares 6,339 Est. Cost $81.34 Unrealized +443.2%
LAMR LAMAR ADVERTISING CO NEW CL A 0.3%
Value ($000) $2,453 Shares 21,622 Est. Cost $60.13 Unrealized
QCOM QUALCOMM INC COM 0.3%
Value ($000) $2,325 Shares 18,027 Est. Cost $66.75 Unrealized +93.0%
WFC WELLS FARGO CO NEW COM 0.2%
Value ($000) $2,166 Shares 46,679 Est. Cost $40.63 Unrealized +2.4%
NSC NORFOLK SOUTHN CORP COM 0.2%
Value ($000) $2,137 Shares 8,932 Est. Cost $65.13 Unrealized +258.5%
CW CURTISS WRIGHT CORP COM 0.2%
Value ($000) $1,999 Shares 15,843 Est. Cost $32.35 Unrealized +263.4%
EBC EASTERN BANKSHARES INC COM 0.2%
Value ($000) $1,987 Shares 97,900 Est. Cost $12.56 Unrealized +35.2%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.2%
Value ($000) $1,972 Shares 8,880 Est. Cost $171.78 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.2%
Value ($000) $1,942 Shares 11,248 Est. Cost $93.73 Unrealized +94.1%
MKL MARKEL CORP COM 0.2%
Value ($000) $1,936 Shares 1,620 Est. Cost $525.48 Unrealized +134.6%
AEP AMERICAN ELEC PWR CO INC COM 0.2%
Value ($000) $1,875 Shares 23,102 Est. Cost $50.06 Unrealized +48.5%
GE GENERAL ELECTRIC CO COM NEW 0.2%
Value ($000) $1,832 Shares 17,779 Est. Cost $62.95 Unrealized 0.0%
CSX CSX CORP COM 0.2%
Value ($000) $1,821 Shares 61,245 Est. Cost $23.46 Unrealized +28.5%
SLB SCHLUMBERGER LTD COM STK 0.2%
Value ($000) $1,785 Shares 60,228 Est. Cost $46.50 Unrealized -44.1%
FITB FIFTH THIRD BANCORP COM 0.2%
Value ($000) $1,783 Shares 42,019 Est. Cost $21.25 Unrealized +51.9%
ADSK AUTODESK INC COM 0.2%
Value ($000) $1,726 Shares 6,051 Est. Cost $258.09 Unrealized +18.6%
SPY SPDR S&P 500 ETF 0.2%
Value ($000) $1,680 Shares 3,914 Est. Cost $269.49 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.2%
Value ($000) $1,663 Shares 16,316 Est. Cost $101.39 Unrealized
ETN EATON CORP PLC SHS 0.2%
Value ($000) $1,637 Shares 10,961 Est. Cost $57.71 Unrealized +158.6%
MDLZ MONDELEZ INTL INC CL A 0.2%
Value ($000) $1,636 Shares 28,113 Est. Cost $29.16 Unrealized +90.1%
GIS GENERAL MLS INC COM 0.2%
Value ($000) $1,621 Shares 27,103 Est. Cost $34.50 Unrealized +47.7%
FDX FEDEX CORP COM 0.2%
Value ($000) $1,602 Shares 7,305 Est. Cost $135.08 Unrealized +83.6%
DISCOVERY INC COM SER C 0.2%
Value ($000) $1,508 Shares 62,144 Est. Cost $26.62 Unrealized
KEY KEYCORP COM 0.2%
Value ($000) $1,471 Shares 68,043 Est. Cost $7.40 Unrealized +119.4%
MCK MCKESSON CORP COM 0.2%
Value ($000) $1,440 Shares 7,220 Est. Cost $146.77 Unrealized +32.9%
VUSB VANGUARD ULTRA-SHORT BOND ETF 0.2%
Value ($000) $1,370 Shares 27,329 Est. Cost $50.13 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value ($000) $1,368 Shares 9,849 Est. Cost $111.76 Unrealized +0.3%
TDG TRANSDIGM GROUP INC COM 0.2%
Value ($000) $1,357 Shares 2,172 Est. Cost $137.20 Unrealized +278.4%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.1%
Value ($000) $1,289 Shares 8,389 Est. Cost $101.59 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $1,287 Shares 9,232 Est. Cost $25.85 Unrealized +75.9%
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value ($000) $1,223 Shares 4,975 Est. Cost $215.19 Unrealized +19.9%
TKR TIMKEN CO COM 0.1%
Value ($000) $1,188 Shares 18,159 Est. Cost $39.02 Unrealized +90.5%
SYF SYNCHRONY FINANCIAL COM 0.1%
Value ($000) $1,173 Shares 23,991 Est. Cost $24.90 Unrealized +76.6%
VB VANGUARD SMALL-CAP INDEX FUND 0.1%
Value ($000) $1,142 Shares 5,221 Est. Cost $121.88 Unrealized
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $1,128 Shares 5,755 Est. Cost $160.31 Unrealized +11.4%
TSCO TRACTOR SUPPLY CO COM 0.1%
Value ($000) $1,090 Shares 5,381 Est. Cost $19.65 Unrealized +83.1%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $1,082 Shares 5,575 Est. Cost $46.55 Unrealized +316.2%
L LOEWS CORP COM 0.1%
Value ($000) $1,046 Shares 19,395 Est. Cost $42.08 Unrealized +27.1%
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.1%
Value ($000) $1,033 Shares 12,606 Est. Cost $81.79 Unrealized
MO ALTRIA GROUP, INC. 0.1%
Value ($000) $1,016 Shares 22,320 Est. Cost $17.50 Unrealized +94.2%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $1,015 Shares 20,303 Est. Cost $43.79 Unrealized
V VISA INC COM CL A 0.1%
Value ($000) $960 Shares 4,312 Est. Cost $142.89 Unrealized +58.8%
FOXA FOX CORP CL A COM 0.1%
Value ($000) $930 Shares 23,197 Est. Cost $33.56 Unrealized +3.6%
GSST GOLDMAN SACHS ACCESS ULTRA SHORT BOND ETF 0.1%
Value ($000) $878 Shares 17,335 Est. Cost $50.73 Unrealized
ROYAL DUTCH SHELL PLC SPON ADR B 0.1%
Value ($000) $874 Shares 19,743 Est. Cost $42.09 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.1%
Value ($000) $873 Shares 12,825 Est. Cost $34.16 Unrealized +93.9%
PIONEER NAT RES CO COM 0.1%
Value ($000) $863 Shares 5,182 Est. Cost $165.52 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $840 Shares 10,764 Est. Cost $61.09 Unrealized
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.1%
Value ($000) $797 Shares 15,165 Est. Cost $51.26 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $745 Shares 9,487 Est. Cost $56.74 Unrealized +26.6%
TGT TARGET CORP COM 0.1%
Value ($000) $724 Shares 3,163 Est. Cost $69.50 Unrealized +216.4%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.1%
Value ($000) $717 Shares 986 Est. Cost $217.92 Unrealized +248.2%
NKE NIKE INC CL B 0.1%
Value ($000) $704 Shares 4,845 Est. Cost $126.25 Unrealized +20.8%
AMGN AMGEN INC COM 0.1%
Value ($000) $673 Shares 3,163 Est. Cost $184.14 Unrealized +8.7%
LIBERTY GLOBAL PLC SHS CL C 0.1%
Value ($000) $673 Shares 22,849 Est. Cost $45.92 Unrealized
RMBI RICHMOND MUT BANCORPORATION COM 0.1%
Value ($000) $646 Shares 40,997 Est. Cost $14.15 Unrealized +8.2%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $644 Shares 3,920 Est. Cost $125.28 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $642 Shares 646 Est. Cost $221.22 Unrealized +51.8%
HON HONEYWELL INTERNATIONAL INC. 0.1%
Value ($000) $635 Shares 2,991 Est. Cost $103.70 Unrealized +87.6%
RSG REPUBLIC SVCS INC COM 0.1%
Value ($000) $631 Shares 5,257 Est. Cost $36.58 Unrealized +208.9%
AXON AXON ENTERPRISE INC COM 0.1%
Value ($000) $624 Shares 3,568 Est. Cost $89.74 Unrealized +102.4%
FCX FREEPORT-MCMORAN INC CL B 0.1%
Value ($000) $613 Shares 18,843 Est. Cost $32.64 Unrealized +1.4%
GM GENERAL MTRS CO COM 0.1%
Value ($000) $593 Shares 11,248 Est. Cost $53.37 Unrealized -3.9%
ORCL ORACLE CORP COM 0.1%
Value ($000) $590 Shares 6,773 Est. Cost $50.56 Unrealized +64.8%
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $587 Shares 2,834 Est. Cost $18.30 Unrealized +13.2%
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value ($000) $586 Shares 11,331 Est. Cost $18.07 Unrealized +180.6%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $584 Shares 11,557 Est. Cost $50.53 Unrealized
FSBW FS BANCORP INC COM 0.1%
Value ($000) $581 Shares 16,790 Est. Cost $25.37 Unrealized +18.1%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $567 Shares 5,811 Est. Cost $62.28 Unrealized +40.1%
FORTIVE CORP 0.875 02/15/2022 0.1%
Value ($000) $548 Shares 550,000 Est. Cost $0.98 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.1%
Value ($000) $537 Shares 6,864 Est. Cost $78.23 Unrealized
VTV VANGUARD VALUE INDEX FUND 0.1%
Value ($000) $536 Shares 3,961 Est. Cost $84.65 Unrealized
VUG VANGUARD GROWTH INDEX FUND 0.1%
Value ($000) $511 Shares 1,761 Est. Cost $217.90 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $510 Shares 2,608 Est. Cost $52.42 Unrealized +206.7%
TIGO MILLICOM INTL CELLULAR S A COM STK 0.1%
Value ($000) $501 Shares 13,861 Est. Cost $62.57 Unrealized -38.4%
SFBC SOUND FINL BANCORP INC COM 0.1%
Value ($000) $499 Shares 11,080 Est. Cost $29.07 Unrealized +40.8%
LBRDK LIBERTY BROADBAND CORP COM SER C 0.1%
Value ($000) $495 Shares 2,866 Est. Cost $129.51 Unrealized +30.2%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $461 Shares 1,683 Est. Cost $254.63 Unrealized
ELS EQUITY LIFESTYLE PPTYS INC COM 0.1%
Value ($000) $455 Shares 5,820 Est. Cost $69.00 Unrealized
ROKU ROKU INC COM CL A 0.1%
Value ($000) $447 Shares 1,425 Est. Cost $288.55 Unrealized +30.6%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $444 Shares 1,480 Est. Cost $95.99 Unrealized +218.1%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $442 Shares 1,281 Est. Cost $253.85 Unrealized +26.4%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $433 Shares 258 Est. Cost $1450.17 Unrealized +19.4%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $409 Shares 715 Est. Cost $483.01 Unrealized +12.3%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $401 Shares 3,511 Est. Cost $67.61 Unrealized +57.0%
PCSB FINL CORP COM 0.0%
Value ($000) $388 Shares 21,052 Est. Cost $18.19 Unrealized
MTUS TIMKENSTEEL CORPORATION COM 0.0%
Value ($000) $387 Shares 29,571 Est. Cost $8.97 Unrealized +52.7%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $383 Shares 10,747 Est. Cost $24.93 Unrealized +27.4%
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $381 Shares 8,967 Est. Cost $25.04 Unrealized +44.1%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $377 Shares 2,545 Est. Cost $230.28 Unrealized
ENTERPRISE BANCORP INC MASS COM 0.0%
Value ($000) $372 Shares 10,350 Est. Cost $35.94 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $367 Shares 5,920 Est. Cost $45.61 Unrealized +19.9%
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 0.0%
Value ($000) $363 Shares 7,641 Est. Cost $33.42 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $362 Shares 926 Est. Cost $372.35 Unrealized +3.4%
MCO MOODYS CORP COM 0.0%
Value ($000) $355 Shares 1,000 Est. Cost $198.70 Unrealized +82.8%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $351 Shares 3,378 Est. Cost $38.55 Unrealized +18.5%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $348 Shares 6,929 Est. Cost $50.22 Unrealized
BBT BERKSHIRE HILLS BANCORP INC COM 0.0%
Value ($000) $345 Shares 12,796 Est. Cost $23.36 Unrealized -0.6%
ESSA BANCORP INC COM 0.0%
Value ($000) $334 Shares 20,097 Est. Cost $13.71 Unrealized
HV BANCORP INC COM 0.0%
Value ($000) $325 Shares 14,826 Est. Cost $15.05 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $318 Shares 12,275 Est. Cost $20.43 Unrealized -0.1%
F FORD MTR CO DEL COM 0.0%
Value ($000) $316 Shares 22,339 Est. Cost $7.44 Unrealized +38.7%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $315 Shares 11,538 Est. Cost $38.94 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $312 Shares 1,925 Est. Cost $107.90 Unrealized +39.7%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $311 Shares 2,084 Est. Cost $92.73 Unrealized +50.7%
AMERICAN AIRLINES GROUP INC 6.5 07/01/2025 0.0%
Value ($000) $308 Shares 200,000 Est. Cost $1.25 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $305 Shares 6,805 Est. Cost $46.96 Unrealized -7.0%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value ($000) $304 Shares 6,000 Est. Cost $50.42 Unrealized
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $286 Shares 1,450 Est. Cost $142.76 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $283 Shares 5,319 Est. Cost $53.30 Unrealized
NOW SERVICENOW INC COM 0.0%
Value ($000) $279 Shares 449 Est. Cost $105.57 Unrealized +14.7%
IBB ISHARES BIOTECHNOLOGY FUND 0.0%
Value ($000) $268 Shares 1,655 Est. Cost $161.93 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $267 Shares 1,222 Est. Cost $218.49 Unrealized
CZWI CITIZENS CMNTY BANCORP INC MD COM 0.0%
Value ($000) $261 Shares 18,778 Est. Cost $9.59 Unrealized +30.6%
RPM RPM INTL INC COM 0.0%
Value ($000) $260 Shares 3,350 Est. Cost $66.57 Unrealized +26.5%
HARBORONE BANCORP INC NEW COM NEW 0.0%
Value ($000) $253 Shares 18,027 Est. Cost $11.49 Unrealized
HTH HILLTOP HOLDINGS INC COM 0.0%
Value ($000) $252 Shares 7,720 Est. Cost $33.35 Unrealized -0.6%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $245 Shares 1,460 Est. Cost $155.29 Unrealized 0.0%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $239 Shares 2,030 Est. Cost $106.37 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $238 Shares 7,246 Est. Cost $26.28 Unrealized 0.0%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $237 Shares 847 Est. Cost $231.36 Unrealized +21.2%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $237 Shares 2,592 Est. Cost $91.44 Unrealized
PBT PERMIAN BASIN RTY TR UNIT BEN INT 0.0%
Value ($000) $234 Shares 40,872 Est. Cost $12.04 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $232 Shares 2,628 Est. Cost $59.63 Unrealized +35.6%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $231 Shares 2,015 Est. Cost $118.41 Unrealized
CCNE CNB FINL CORP PA COM 0.0%
Value ($000) $229 Shares 9,400 Est. Cost $20.38 Unrealized +3.0%
QDF FLEXSHARES QUALITY DIVIDEND INDEX FUND 0.0%
Value ($000) $228 Shares 4,090 Est. Cost $55.75 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $228 Shares 2,643 Est. Cost $84.09 Unrealized
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 0.0%
Value ($000) $228 Shares 4,829 Est. Cost $43.28 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $226 Shares 1,339 Est. Cost $159.94 Unrealized 0.0%
BROOKLINE BANCORP INC DEL COM 0.0%
Value ($000) $223 Shares 14,600 Est. Cost $14.97 Unrealized
SATS ECHOSTAR CORP CL A 0.0%
Value ($000) $222 Shares 8,695 Est. Cost $31.68 Unrealized -22.1%
AVNT AVIENT CORPORATION COM 0.0%
Value ($000) $222 Shares 4,800 Est. Cost $31.09 Unrealized +38.1%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $221 Shares 6,008 Est. Cost $47.98 Unrealized -36.3%
HMN FINL INC COM 0.0%
Value ($000) $220 Shares 9,400 Est. Cost $21.28 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $220 Shares 3,699 Est. Cost $46.66 Unrealized 0.0%
CLBK COLUMBIA FINL INC COM 0.0%
Value ($000) $218 Shares 11,768 Est. Cost $17.62 Unrealized +1.5%
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $217 Shares 326 Est. Cost $679.09 Unrealized 0.0%
TSLA TESLA INC COM 0.0%
Value ($000) $216 Shares 278 Est. Cost $217.09 Unrealized +8.4%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $215 Shares 500 Est. Cost $430.00 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $210 Shares 1,904 Est. Cost $94.02 Unrealized +12.4%
INVESCO BULLETSHARES 2022 CORPORATE BOND ETF 0.0%
Value ($000) $209 Shares 9,702 Est. Cost $21.78 Unrealized
CGNX COGNEX CORP COM 0.0%
Value ($000) $209 Shares 2,600 Est. Cost $78.52 Unrealized +6.5%
HTB HOMETRUST BANCSHARES INC COM 0.0%
Value ($000) $205 Shares 7,330 Est. Cost $27.50 Unrealized 0.0%
WSBF WATERSTONE FINL INC MD COM 0.0%
Value ($000) $204 Shares 9,977 Est. Cost $19.89 Unrealized 0.0%
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.0%
Value ($000) $204 Shares 5,250 Est. Cost $38.48 Unrealized
DVA DAVITA INC COM 0.0%
Value ($000) $203 Shares 1,750 Est. Cost $118.35 Unrealized +5.8%
BSBK BOGOTA FINL CORP COM 0.0%
Value ($000) $202 Shares 19,550 Est. Cost $9.88 Unrealized +4.7%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $200 Shares 3,664 Est. Cost $54.86 Unrealized
BANC BANC OF CALIFORNIA INC COM 0.0%
Value ($000) $189 Shares 10,220 Est. Cost $11.66 Unrealized +35.2%
MALVERN BANCORP INC COM 0.0%
Value ($000) $186 Shares 10,947 Est. Cost $15.53 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $183 Shares 10,950 Est. Cost $13.70 Unrealized -3.2%
DIEBOLD NIXDORF INC COM STK 0.0%
Value ($000) $175 Shares 17,289 Est. Cost $11.21 Unrealized
PDL CMNTY BANCORP COM 0.0%
Value ($000) $166 Shares 11,451 Est. Cost $13.62 Unrealized
WNEB WESTERN NEW ENG BANCORP INC COM 0.0%
Value ($000) $102 Shares 11,933 Est. Cost $6.49 Unrealized +12.0%
ASRV AMERISERV FINL INC COM 0.0%
Value ($000) $43 Shares 11,000 Est. Cost $3.40 Unrealized -4.9%